Loomis Sayles
Loomis, Sayles & Company L.P. is a United States investment management firm based in Boston. As of September 2018, Loomis Sayles has roughly $267 billion assets under management. Loomis Sayles was founded in 1926 by Robert H. Loomis and Ralph T. Sayles. It has since been acquired by Natixis Global Asset Management. Parent organization: Natixis Global Asset Management Headquarters: Boston, MA Founded: 1926 Subsidiaries: Loomis Sayles Investments Limited,
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Loomis Sayles Employees
Clough Capital Partners, L.P. April 2011 - Present
Loomis Sayles October 2008 - March 2011
EF High School Year September 2006 - July 2008
Aon Reed Stenhouse 2005 - 2006
William Gallagher Associates 2004 - 2005
Skills
Social Media, Online Advertising, Advertising, Budgets, Digital Marketing, Project Management
Education
Mary Washington College 1999 — 2003
BA
Douglas McClennen, Investment Advisor 2007 - Present
Chatham Public Schools 1998 - 2003
Loomis Sayles October 1989 - June 1996
Skills
IT Strategy, Business Strategy, Enterprise Architecture, Program Management, Project Management, Strategic Planning, IT Management, Product Development, Architecture, Marketing Strategy, Insurance, Social Media Marketing, Social Media, Online Marketing, Email Marketing, Advertising, Graphic Design, Creative Direction, Logo Design, Quantitative Finance
Education
Union College 1982 — 1986
BS, Physics
Temple University 1987 — 1998
Loomis Sayles April 2012 - Present
Loomis Sayles 2009 - April 2012
Old Mutual Asset Management April 2007 - December 2008
Columbia Management April 2000 - April 2007
Accenture Strategic Services 1996 - 2000
PricewaterhouseCoopers 1991 - 1994
Education
Harvard Business School 1994 — 1996
MBA
College of the Holy Cross 1986 — 1990
Bachelor of Arts, Economics-Accounting
Granite Investment Advisors November 2013 - Present
Cowen and Company May 2012 - June 2013
Natcan August 2011 - May 2012
The Benchmark Company January 2011 - May 2011
Raytheon March 2009 - November 2010
Loomis Sayles June 2007 - August 2007
Raytheon March 2005 - July 2006
Raytheon July 2002 - March 2005
Education
Cornell University - S.C. Johnson Graduate School of Management 2006 — 2008
MBA
Providence College
Bachelor of Science (BS), Finance, General
Jennison Associates April 2011 - Present
Loomis Sayles April 2006 - April 2011
Engemann Asset Management June 1999 - April 2006
Skills
Chartered Financial..., Bloomberg, Portfolio Management, Fixed Income, Mergers & Acquisitions, Hedge Funds, Alternative Investments, Equities, Emerging Markets, Investments, Equity Research, Asset Managment, Financial Reporting, Asset Management, Investment Management, Valuation
Education
University of California, Los Angeles 1996 — 1999
BA, Business Economics
FM Global May 2013 - Present
FM Global November 1999 - May 2013
Babson United April 1999 - November 1999
Loomis Sayles January 1996 - April 1999
Skills
Equities, Valuation, Portfolio Management, Investments, Equity Research, Investment Strategies, Strategy, DCF, Analysis, Value Investing, Financial Modeling, Bloomberg, Capital Markets, Asset Management, Equity Valuation, Financial Analysis, Insurance
Education
Babson College 1999 — 2004
MBA
Nichols College 1990 — 1992
BS, Finance
St. Bernard
Seven Bridges Group LLC August 2015 - Present
Windham Brannon February 2012 - August 2015
Jackson Ventures LLC September 2009 - February 2012
Riverwood Capital Partners January 2009 - September 2009
Invesco April 2004 - December 2008
Intelitix 2000 - 2003
Loomis Sayles 1995 - 1999
INVESCO 1992 - 1995
Deloitte & Touche 1985 - 1988
Skills
Marketing Strategy, Accounting, Strategic Planning, Strategy, Mutual Funds, Retirement, Management, Fixed Income, Investments, Process Improvement, Wealth Management, Leadership, Alternative Investments, Marketing, Sales Operations, Entrepreneurship, Strategic Financial..., Mergers & Acquisitions, Portfolio Management, Investment Strategies, Financial Analysis, Finance, Financial Modeling
Education
University of Alabama 1981 — 1985
BS, Accounting
Central High School 1978 — 1981
Hoop Innovators Basketball Group LLC March 2011 - Present
Zero Gravity Basketball March 2011 - Present
Santander Bank, N.A. October 2010 - Present
IAABO/ NEPSAC/ Hoop Mountain November 2002 - Present
PricewaterhouseCoopers March 2008 - April 2010
Brown Brothers Harriman June 2004 - June 2007
Loomis Sayles October 1998 - June 2004
Skills
Asset Managment, Banking, Basketball, Brand Development, Business Development, Business Planning, Coaching, Credit, Customer Service, Finance, Financial Analysis, Financial Modeling, Financial Services, Fundraising, Investments, Management, Marketing Strategy, Microsoft Excel, Mutual Funds, Portfolio Management, Program Management, Public Relations, Public Speaking, Recruiting, Risk Management, Social Media, Sports, Strategic Planning, Team Leadership, Training
Education
Suffolk University 1992 — 1996
Bachelor, Business Administration
Loomis Sayles April 2011 - Present
Fidelity Investments February 2010 - January 2011
Eaton Vance December 2009 - February 2010
Fidelity Investments July 2005 - September 2008
Fidelity Investments February 2004 - July 2005
Town of Pepperell June 2003 - February 2004
Education
University of Massachusetts at Lowell 1999 — 2003
Bachelor of Science (BS), Management Information Systems and Finance
Loomis Sayles October 2009 - Present
Wellington Management January 2004 - December 2008
Wellington Management January 2000 - December 2003
Skills
Asset Managment, Relationship Management, Fixed Income, Insurance, Finance, Asset Management
Education
University of California, Davis - Graduate School of Management 1997 — 1999
MBA, Finance
Hartwick College 1987 — 1991
BA Economics
Tabor Academy 1983 — 1987
Schlumberger September 2012 - Present
Schlumberger July 2011 - September 2012
Schlumberger December 1999 - June 2011
Schlumberger December 1997 - December 1999
Schlumberger July 1995 - December 1997
Loomis Sayles January 1991 - September 1994
United States Air Force 1982 - 1990
Skills
MS Project, ITIL, Program Management, IT Operations, Integration, PMP, System Administration, Project Planning, Project Execution, Servers, PMI, PMBOK, Certified Project..., Scope Management, Troubleshooting, Project Management, Windows Server, Risk Management, Process Improvement, Change Management, Management, Business Process..., Operations Management, Team Leadership, SharePoint, Business Analysis, IT Service Management, Disaster Recovery, Software Documentation, Technical Support, VPN, Hardware, TCP/IP, DHCP, Networking, BMC Remedy, Infrastructure, Computer Hardware, IIS, Security, SCCM, Windows, Microsoft SQL Server, Data Center, IT Management, System Deployment, Active Directory, Service Desk, Service Delivery, Visio
Education
University of Houston Clear-Lake 2013 — 2016
Bachelor of Applied Science (BASc), Management Information Systems, General
San Jacinto College 2009 — 2012
Computer Science, Business Option
Massasoit Community College 1991 — 1993
Liberal Arts
Pazien August 2015 - Present
Vantiv April 2014 - August 2015
Litle & Co. May 2010 - April 2014
Loomis Sayles June 2003 - June 2010
Lindt & Sprungli January 2003 - June 2003
CVS January 1998 - June 1998
Skills
Java, Spring, Web Development, XML, JavaScript, HTML, CSS, Oracle SQL, MySQL, Sybase SQL Anywhere, SQL DB2, jQuery, OOP, Pair Programming, Agile Methodologies, Web Services, Apache, Software Development, Spring Framework, SQL
Education
Massachusetts College of Art and Design 2001 — 2005
Bachelors, Painting, Animation
Millbrook Modular Homes August 2014 - Present
Loomis Sayles March 2012 - Present
State Street Corporation January 2010 - March 2012
Millbrook Modular Homes January 2011 - December 2011
State Street Corporation March 2007 - November 2011
360 Huntington Fund September 2009 - September 2010
360 Huntington Fund September 2008 - September 2009
Investors Bank & Trust February 2006 - March 2007
Skills
Bloomberg, Portfolio Management, Investments, Securities, Financial Services, Finance, Hedge Funds, Trading, Financial Analysis, Mutual Funds, Alternative Investments, Corporate Finance, Investment Management, ETFs, Equities, Financial Statement..., Account Reconciliation, Asset Management, Charles River IMS, Macroeconomics, Learning, Microsoft Office, Fundamental Analysis, Technical Writing, Technical Analysis, Heliograph, Failed Trade Analysis, Portfolio Analytics, Real Estate
Education
Northeastern University - Graduate School of Business Administration 2007 — 2010
MBA/MSF, Corporate Finance and Investments
University of Massachusetts, Amherst 2001 — 2005
B.B.A, Finance and Operations Management
Foxboro High School
College Prep, some honors
Loomis Sayles September 2011 - Present
Loomis, Sayles & Company November 2009 - September 2011
Loomis, Sayles & Company September 2006 - November 2009
The Ayco Company June 2004 - September 2006
Education
Miami University 2000 — 2004
BS, Finance
Boston College High School (BC High) 1996 — 2000
Citizen’s Disability October 2012 - May 2013
DANA-FARBER CANCER INSTITUTE June 2012 - August 2012
Dana Farber Cancer Institute March 2007 - November 2010
Children's Hospital January 2000 - March 2007
LOOMIS SAYLES January 1999 - January 2000
ALL ENERGY MARKETING COMPANY January 1998 - January 1999
Children's Hospital January 1996 - January 1998
Education
University of Phoenix 2010 — 2012
Bachelor of Science, Global Business Management
University of Phoenix
Associate of Arts Degree, Foundation in Business
Wellington Management January 2015 - Present
Loomis Sayles January 2013 - Present
Loomis, Sayles & Company May 2011 - December 2012
Loomis Sayles 2008 - June 2011
Financial Research Corporation (FRC) 2006 - 2008
UBS Wealth Management January 2005 - December 2005
Skills
Fixed Income, Emerging Markets, Financial Modeling, Foreign Exchange, Investment Strategies, Investments, Derivatives, Asset Management, Portfolio Management, Trading, Mutual Funds, Bonds, Options, Credit Analysis, Credit Derivatives, Quantitative Research, Equities, Investment Management, Currency, Alternative Investments, High Yield
Education
Boston University 2002 — 2006
B.A., Economics and International Relations (Int'l Business & Economics, East Asia)
Towers Watson January 2010 - Present
Towers Perrin July 1997 - January 2010
ExxonMobil May 1996 - August 1996
Loomis Sayles January 1993 - July 1995
Skills
Organizational Design, Executive Pay, Talent Management, Global Compensation, Incentive Programs, Human Capital, HR Transformation, Succession Planning, Organizational..., Employee Benefits, Benefits Administration, Employee Engagement, Deferred Compensation, Performance Management, HR Consulting, Management Consulting, Change Management
Education
Washington University in St. Louis - Olin Business School 1995 — 1997
MBA, Finance
University of Wisconsin-Madison 1990 — 1992
BBA, Finance
Texas Christian University 1988 — 1990
Fidelity Investments August 2011 - Present
Acceleration Retirement January 2010 - August 2011
Fidelity Investments September 2006 - February 2009
Fidelity Investments June 2005 - September 2006
Loomis Sayles May 2004 - June 2005
Capital Resource Partners January 2003 - May 2004
Northeastern University 2001 - 2003
Skills
Investments, Equities, Pricing, Negotiation, Research, 401k, Asset Allocation, Retirement
Education
Georgia Institute of Technology 1995 — 2000
Bachelor's Degree, Finance
Georgia Institute of Technology - Georgia Tech College of Management 1995 — 2000
BS, Business Management
SolomonEdwardsGroup September 2012 - January 2013
Investment Banking June 2010 - January 2013
Simran Capital Management March 2009 - November 2009
SMH Capital Advisors, Inc. January 2006 - April 2009
Arbitex Asset Management October 2001 - May 2005
Loomis Sayles 1998 - 2001
Lehman Brothers 1995 - 1997
Westbrook Partners 1994 - 1995
Goldman Sachs 1993 - 1994
Skills
Entrepreneur, Leadership, Problem Solving, Creative Solutions, Board of Director..., Business Development, Business Strategy, Capital Budgeting, Marketing, Sales, Management, Accounting, Corporate Finance, Financial Analysis, Financial Modeling, Financial Statements, Financial Advisory, Financial Transactions, Mergers, Acquisitions, Investment Banking, Investments, Portfolio Management, Trading, Investment Strategies, Hedge Funds, High Yield Bonds, Loans, Convertible Bonds, Distressed Debt, Bankruptcy, Restructuring, Debt Restructuring, Loan Modifications, Capital Raising, Pension Funds, Foundations, High Net Worth..., Capital Markets, Credit Analysis, Creditors, Creditor Representation, Due Diligence, Liquidity Analysis, Liquidation, Communication, Public Speaking, Presentations, Relationship Management, Commercial Real Estate
Education
Georgetown University 1989 — 1993
BSBA, Finance
Brentwood High School 1985 — 1989
Brentwood, TN
Apollo Global Management LLC 2009 - Present
Swiss Re April 2008 - 2009
UBS Investment Bank January 2006 - April 2008
Alternative Investment Services LLC August 2005 - October 2006
Loomis Sayles March 2003 - August 2005
Loomis Sayles September 2001 - March 2003
Loomis Sayles January 1994 - September 2001
Skills
Alternative Investments, Hedge Funds, Fixed Income, Derivatives, Insurance, Actuarial, Investment Banking, Investment Products, Investment Advisory, Fund Formation, Risk Management, Structured Products, Structured Finance, Private Equity, Equity Valuation, Fund Structuring, Fund Managers, Valuation, Portfolio Management, Equities
Education
University of Chicago GSB 1995 — 1999
MBA, Finance
Harvard University 2000 — 2001
Behavioral Finance & Decision Theory
The University of Connecticut 1989 — 1993
BS, Physics
University of Michigan 1988 — 1989
Physics
Westwood Holdings Group, Inc. July 2015 - Present
Northern Border Investments March 2011 - June 2015
JPMorgan Chase February 2010 - March 2011
Principled Capital December 2009 - February 2010
Cantillon Capital July 2008 - June 2009
Loomis Sayles June 2007 - August 2007
Sanford C. Bernstein November 2003 - July 2006
Skills
Equity Research, Portfolio Management, Equities, Value Investing, Investment Management, Investments, Hedge Funds, Financial Modeling, Equity Valuation, Mutual Funds, Valuation, Capital Markets, Bloomberg, Due Diligence, Asset Management, Asset Allocation, Trading, Emerging Markets, Alternative Investments, Securities, Risk Management, Investment Banking, Asset Managment, Equity Trading, Financial Services
Education
Columbia University - Columbia Business School 2006 — 2008
MBA with Honors, Finance
Southern Methodist University - Cox School of Business 1998 — 2003
BBA with Honors, Finance & Accounting
Independent Actor August 2012 - Present
CFA Institute June 2012 - Present
Sutton Asset Management December 2005 - Present
Liberty Ridge Capital, Inc. 1999 - 2005
Loomis Sayles September 1992 - September 1999
Stein Roe & Farnham September 1987 - September 1992
Skills
Film Actor, Acting, Independent Film, Short Films, Commercials, Web Series, Feature Films, Character Actor, Stunts, Improvisation, Dark Comedy, Equities, Portfolio Management, Asset Allocation, Investment Management, Hedge Funds, Securities, Leadership, Mutual Funds, Equity Research, Options, Alternative Investments, Asset Management, Investment Strategies, Healthcare, Derivatives, Investments, Finance, Trading, Financial Analysis, Capital Markets
Education
Florida State University - College of Business 1984 — 1987
MBA, Finance
Florida State University College of Law 1984 — 1987
JD, Law
Florida State University - College of Business 1980 — 1984
BS, Finance
Piedmont Investment Advisors August 2000 - Present
Loomis Sayles April 1993 - July 2000
NCM Capital August 1988 - March 1993
NCNB August 1985 - August 1988
Skills
Investment Management, Portfolio Management, Investment Research, Quantitative Investing, Fundamental Analysis, Equities, Investments, Asset Managment, Asset Allocation, Equity Research, Financial Modeling, Fixed Income, Asset Management, Capital Markets, Equity Trading, Mutual Funds, Valuation, Due Diligence, Bonds, Investment Strategies, Equity Valuation
Education
Columbia University - Columbia Business School 1983 — 1985
MBA, Finance, Business Economics
Duke University 1979 — 1983
AB, Economics, History
Boston Capital May 2012 - June 2013
Loomis, Sayles & Company L.P. January 2012 - May 2012
The Boston Foundation September 2011 - February 2012
Ithaca College Dining Services August 2009 - May 2011
Ithaca College Volunteer Income Tax Assistance Program January 2011 - April 2011
Loomis Sayles June 2010 - August 2010
Education
Ithaca College 2007 — 2011
BS, Accounting
Royal Bank of Canada September 2007 - Present
Loomis Sayles June 2006 - August 2006
Symphony Asset Management August 2003 - August 2005
Robertson Stephens September 1999 - July 2003
Skills
Financial Modeling, Excel, Financial Analysis, Equity Research, Investments, Equities, Valuation, Equity Valuation, Financial Markets, Securities, Real Estate, DCF, Capital Markets, Research, Forecasting
Education
Indiana University - Kelley School of Business 2005 — 2007
MBA, Finance - Accounting
University of California, Riverside 1998 — 1999
B.S., Finance
TIAA-CREF 2004 - Present
Yellowberry 2014 - 2014
Brightbox Inc 2014 - 2014
Entrepreneur Society of Jackson Hole 2012 - 2012
San Francisco Parks Alliance 2011 - 2011
San Francisco Parks Trust 2000 - 2010
Keystone Natural Resources Inc. 2000 - 2010
Loomis Sayles 1999 - 2004
Nicholas-Applegate 1996 - 1999
Teton Partners LP 1993 - 1996
Skills
Equities, Asset Managment, Strategy, Equity Research, Emerging Markets, Hedge Funds, Portfolio Management, Capital Markets, Investments, Fixed Income, Securities, Alternative Investments, Private Equity, Mutual Funds, Valuation, Asset Allocation, Asset Management, Trading, Venture Capital, Financial Modeling
Education
Stanford University Graduate School of Business 1991 — 1993
MBA
Dartmouth College 1981 — 1985
BA, East Asian Studies
St Albans
State Street Global Advisors August 2013 - Present
Wellington Management September 2004 - August 2013
Linedata Services January 2003 - September 2004
Loomis Sayles November 2000 - December 2002
Saxon Mortgage May 1996 - October 2000
Skills
MBS, Fixed Income, ABS, Structured Products, Agency MBS, Hedge Funds, Equities, Derivatives, Bloomberg, Portfolio Management, Asset Managment, Capital Markets, Investment Management, Alternative Investments, Mutual Funds, Securities, Trading Systems, Electronic Trading, Investments, Bonds
Education
University of Richmond 1992 — 1996
Bachelor of Science (BS), Accounting
Eaton Vance November 2014 - Present
Eaton Vance November 2013 - October 2014
EATON VANCE June 2010 - November 2013
Fidessa LatentZero January 2009 - May 2010
Pioneer Investments May 2008 - January 2009
Latentzero September 2006 - April 2008
LOOMIS SAYLES April 2003 - August 2006
Putnam Investments January 2000 - March 2003
Skills
Bloomberg, Excel, SQL, Word, PowerPoint, CRD, Equities, FX, Fixed Income, Derivatives, Customer Relations, Business Analysis, SQL Server, Microsoft Office, Asset Management, Compliance, Operating Systems, Windows, Problem Solving, Trading Systems, Analysis, Order Management, .NET, Microsoft Excel, FX Options, Software Documentation, Databases, Data Analysis
Education
Endicott College 2002 — 2003
MBA
University of Massachusetts, Amherst 1996 — 2000
B.S
Thayer Academy 1990 — 1992
canton high
Acxiom October 2009 - Present
Computer Sciences Corp August 2002 - October 2009
Dun & Bradstreet 1996 - August 2002
Loomis Sayles November 1995 - October 1996
Electronic Data Systems January 1994 - October 1995
Skills
Disaster Recovery, Apache, Tomcat, JBoss Application Server, IIS, Web Services, Open Source, Load Balancing, Windows, System Deployment, Solaris, High Availability, Infrastructure, Technical Architecture, Web Applications, System Administration, Red Hat Linux, JBoss, Perl, TCP/IP, Linux, Virtualization, Unix, Enterprise Architecture, Bash, Shell Scripting, DB2, F5 BigIP, Project Implementation, Project Coordination, Tivoli Access Manager, Unix Shell Scripting, Groovy, HTTP, HTTPS, SSL, DNS, HP-UX, Application Servers, Architecture, Middleware, TCL, Imperva
Education
Brookdale Community College 1988 — 1990
Associates of Arts, Liberal Arts
Berklee College of Music 1987 — 1990
Microsoft August 2012 - Present
Citrix Systems January 2010 - August 2012
Wellington Management 2009 - January 2010
Fidelity Investments April 2007 - December 2008
DeVA Systems Group October 2006 - April 2007
Renaissance Insurance Group August 2000 - September 2006
Loomis Sayles July 1999 - August 2000
Skills
Terminal Services, Hyper-V, App-V, Windows 8, RDS, XenApp, XenDesktop, Citrix, Systems Analysis, Citrix Metaframe, Solution Selling, Application..., Microsoft Technologies, SCCM, System Deployment, Systems Management, Windows 7, Pre-sales, IT Strategy, Windows, Infrastructure, Terminal Server, Cloud Computing
Education
Husson University 1998 — 2002
B.S., Computer Information Systems
Husson University 1995 — 1998
A.S., Public Accounting
LS Investment Advisors, LLC October 2008 - Present
Loomis Sayles May 2001 - April 2006
Education
Wayne State University 1986 — 1988
MBA, Finance
Michigan State University 1980 — 1984
BA, Accounting
Zafgen, Incorporated July 2011 - Present
Bink Inc. February 2011 - March 2011
eZuce, Inc. July 2010 - December 2010
Vertex Pharmaceuticals Incorporated 2005 - 2010
Bain Capital, LLC 2003 - 2005
Columbia Management 1999 - 2003
Loomis Sayles 1997 - 1999
Federated Investors 1993 - 1997
Skills
Outlook, Leadership, Management, Strategy, Human Resources, Marketing, Training, Budgets, Biotechnology, Customer Service
Education
Northeastern University 1993 — 1995
Management and Finance Administration
AIMR (CFA Institute)
Various Investment Related Classes
State Street Bank
Series 6, Management & Communication, Organizational
GMO July 2010 - Present
Wellington Management April 2010 - July 2010
Putnam Investments July 2007 - December 2009
Putnam Investments April 2003 - July 2007
Putnam Investments July 2002 - April 2003
Loomis Sayles September 2001 - July 2002
BlackRock April 1999 - April 2001
Skills
Business Analysis, Fixed Income, Vendor Management, Equities, Asset Management, Analysis, Financial Services, Business Process..., Management, Derivatives, Investments, Barclays Point, Access, Microsoft Excel, Data Analysis, Data Warehousing, Bloomberg, Mutual Funds, SQL, Process Improvement, Trading, Market Data, Software Documentation, Investment Management, Asset Managment, Technology
Education
Syracuse University 1990 — 1996
BA, History
Archbishop Stepinac 1986 — 1990
High School
Harvard Law School 2009 — 2009
Certificate, Program on Negotiation
Loomis, Sayles & Company March 2013 - Present
Loomis Sayles July 2008 - March 2013
State Street Corporation November 2006 - July 2008
Fidelity Investments August 2005 - November 2006
Fidelity Investments July 2004 - August 2005
Skills
Business Intelligence, Business Process..., Microsoft SQL Server, SQL, Databases, Access
Education
Boston University 2011 — 2014
MS, Computer Information Systems: Database Management & Business Intelligence
University of Massachusetts Dartmouth 1999 — 2003
BA, Multidisciplinary Studies: Economic & Information Science
State Street Global Advisors April 2014 - Present
Wells Fargo Bank May 2010 - March 2014
Morley Financial May 2009 - June 2010
Loomis Sayles August 2005 - May 2009
Invesco Funds Group 1999 - 2005
INVESCO 1999 - 2004
Skills
Equities, Fixed Income, Investments, Portfolio Management, Securities, Asset Management, High Yield, Alternative Investments
Education
The University of Texas at Austin - The Red McCombs School of Business 1997 — 1999
MBA
Texas Christian University - M.J. Neeley School of Business 1989 — 1993
BBA
Loomis Sayles September 2010 - Present
Feeley & Driscoll, P.C. April 2004 - September 2010
Citigroup Alternative Investments September 2000 - July 2004
Skills
Marketing, Social Media, Strategic Planning, Strategy, Competitive Analysis, Business Strategy, Email Marketing, Marketing Communications, Management, Finance, Sales
Education
Boston College - Wallace E. Carroll Graduate School of Management 2005 — 2008
MBA
University of Delaware - Lerner College of Business and Economics 1996 — 2000
BA
Citizens Financial Group, Inc. March 2015 - Present
Opus Investment Management September 2011 - March 2015
Liberty Mutual May 2010 - July 2010
Loomis Sayles November 2005 - July 2009
Mercantile Bankshares 2002 - 2005
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA
The Johns Hopkins University 1999 — 2003
BA
Loomis Sayles January 2008 - Present
State Street Associates January 2003 - July 2007
Investors Bank & Trust September 1999 - December 2002
Skills
Fixed Income, Trading, FX Options, Financial Services, Currency, Management, Accounting, Bloomberg, Alternative Investments, Asset Allocation, Capital Markets, Derivatives, Asset Management, Investments, Financial Modeling, Valuation
Education
D'Amore-McKim School of Business at Northeastern University 2001 — 2003
MS
University of Maine 1995 — 1998
BS
Drew University 1994 — 1995
Wintergreen Advisers, LLC January 2006 - April 2015
Loomis Sayles May 2004 - December 2005
Loomis, Sayles & Company January 2003 - May 2004
Loomis, Sayles & Company June 2001 - December 2002
Skills
Financial Analysis, Financial Modeling, Investment Management, Investments, Equities, Asset Management, Bloomberg, Bloomberg Terminal, Client Relations, Fixed Income, Mutual Funds, Capital Markets, Securities, Series 7, Hedge Funds, Equity Research, Alternative Investments, Portfolio Management
Education
Colby College 1997 — 2001
Bachelor’s Degree, Biology
Chatham
Loomis, Sayles & Company March 2012 - Present
Loomis Sayles March 2009 - March 2012
Loomis, Sayles & Company 2006 - 2009
Loomis, Sayles & Company 2005 - 2006
Sheen Falls Lodge November 2003 - April 2005
Pepe & Hazard LLP 2000 - 2002
Skills
Mutual Funds, Equities, Marketing Communications, RFP Generation, Product Management, Data Analysis, Trading System, Business Development, Asset Management
Education
University College Cork 2002 — 2004
MBA, Business
Northeastern University 1996 — 2000
Bachelor of Science, Criminal Justice
Columbia High School
Columbia High School
Banco Popular de Puerto Rico May 2013 - Present
FBR June 2009 - 2012
Lehman Brothers May 2004 - June 2005
Loomis Sayles March 2002 - April 2004
Quickbrowse.com May 2000 - September 2001
Skills
Hedge Funds, Financial Modeling, Equity Research, Valuation, Equities
Education
Columbia University - Columbia Business School 2006 — 2008
MBA
The Johns Hopkins University 1996 — 2000
BA, Economics
Ransom Everglades
Financial Engines November 2003 - Present
Loomis Sayles 2000 - 2003
Loomis Sayles 1999 - 2003
Lane Altman & Owens 1999 - 2000
Springfield Financial Advisory 1993 - 1999
Morningside 1993 - 1999
Springfield Services 1993 - 1994
Hale and Dorr 1989 - 1992
Csaplar & Bok September 1988 - 1989
Hebb & Gitlin September 1986 - September 1988
Skills
Mergers & Acquisitions, FINRA, Mutual Funds, Risk Management, Litigation, Start-ups, Legal Writing, Privacy Law, Contract Negotiation, Series 7, Licensing
Education
Boston University School of Law 1983 — 1986
J.D.
Yale University 1979 — 1983
BA, Economics
Loomis, Sayles & Company VP, Director Strategic Accounts GroupLoomis SaylesAugust 2011 - Present
Loomis Sayles 2007 - August 2011
Loomis Sayles 2000 - 2007
Credit Suisse First Boston 1994 - 1999
Smith Barney 1992 - 1994
Bear Stearns 1989 - 1991
Skills
Series 7, Series 63, Series 26, Mutual Funds, Collective Trusts, Broker-Dealer, RIAs, DCIO, Series 3, Intermediary Development, Relationship Management
Education
Lesley University
Masters
University of Mississippi
Voya Financial July 2006 - Present
Loomis Sayles March 2002 - July 2006
Putnam Investments March 2001 - March 2002
Brown Brothers Harriman 1997 - 2000
Keystone Investments 1995 - 1997
Skills
Series 7, Series 63, Series 6, ING Financial Advisers,..., Mutual Funds, Investments, Securities, Asset Allocation, Equities, Alternative Investments, Financial Services, Portfolio Management, Asset Management, Fixed Income, Retirement Planning
Education
Babson College - Franklin W. Olin Graduate School of Business 1997 — 2001
MBA, Finance
Susquehanna University 1987 — 1991
BA, English
New Canaan High School, New Canaan, CT 1983 — 1987
Loomis Sayles June 2008 - June 2013
Thomas Weisel Partners 2007 - 2008
Investors Bank & Trust 2005 - 2007
Thomas Weisel Partners 2002 - 2003
Skills
Series 63, Series 7, Fixed Income, Mutual Funds, Capital Markets, Bloomberg, Equities, Equity Research, Hedge Funds, Options, Trading Systems, Securities, Relationship Management, Alternative Investments, Asset Allocation
Education
Saint Michael's College 1994 — 1998
Bachelor of Science (B.S.), Businesss Administration
saugus high school 1990 — 1994
Loomis Sayles June 2008 - Present
HVB September 2001 - July 2005
Merrill Lynch January 2000 - July 2001
Merrill Lynch 1996 - 1998
Skills
Credit Derivatives, Credit Trading, Bloomberg, Fixed Income, Capital Markets, Financial Modeling, Equities, Valuation, Investments, Derivatives, Hedge Funds, Alternative Investments, Financial Analysis, Corporate Finance, Asset Allocation
Education
Duke University - The Fuqua School of Business 2006 — 2008
MBA, Accounting and Finance
University of Notre Dame 1992 — 1996
BBA, Finance
Millward Brown Digital February 2015 - Present
Millward Brown Digital March 2014 - January 2015
Millward Brown Digital (formerly Compete, Inc.) May 2011 - December 2013
Cogent Research June 2010 - August 2010
Loomis Sayles January 2005 - July 2009
Brown Brothers Harriman January 2003 - January 2005
Skills
Business Strategy, Social Media, Marketing Research, Market Research, Data Analysis, Competitive Analysis, Analytics, Financial Analysis, Business Analysis, Analysis, Project Management, Microsoft Excel, SEO, Team Leadership, Product Development, Marketing Strategy, Management Consulting, Product Management, Blogging, Strategy, Entrepreneurship
Education
Boston University - School of Management 2009 — 2011
MS-MBA
Boston University 1998 — 2002
BA
Loomis, Sayles & Company August 2014 - Present
Loomis Sayles August 2004 - August 2014
Education
Suffolk University 2005 — 2008
Master of Business Administration (MBA)
Saint Anselm College 1999 — 2003
Loomis Sayles October 2006 - Present
Columbia Management July 2000 - October 2006
Education
Boston University Questrom School of Business 2008 — 2009
MSIM, Investment Management
Northeastern University 2002 — 2005
BSBA, Finance
Loomis, Sayles & Company November 2012 - Present
BNP Paribas Fortis August 2006 - November 2012
Loomis Sayles June 2005 - August 2006
State Street Bank September 2003 - June 2005
Skills
Fixed Income, Bloomberg, Equities, Derivatives, Asset Managment, FX Options, Mutual Funds, Back Office, Capital Markets, Portfolio Management, Structured Products, Investments
Education
Suffolk University - Sawyer Business School 2007 — 2011
MBA, Finance
University of Massachusetts Boston 1998 — 2003
BA, Finance
Loomis Sayles January 2008 - Present
Putnam Investments July 2004 - January 2008
Education
Dartmouth College 2000 — 2004
A.B., Engineering, Economics, Italian
Loomis Sayles June 2006 - Present
Hasbro 1999 - 2006
Skills
Alternative Investments, Mutual Funds, Fixed Income, Portfolio Management, Financial Modeling, Bloomberg, Process Improvement, Hedge Funds, Asset Management, Investments
Education
D'Amore-McKim School of Business at Northeastern University 1992 — 1994
University of Connecticut 1987 — 1992
BS, Engineering
Loomis, Sayles & Company June 2012 - Present
Loomis Sayles January 2011 - June 2012
State Street Bank January 2007 - January 2011
Putnam Investments 2005 - 2007
Education
Merrimack College 2001 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Breckinridge Capital Advisors March 2015 - Present
CommonAngels Ventures February 2013 - February 2015
Credit Suisse June 2012 - August 2012
Loomis Sayles 2008 - 2012
Columbia Management 2006 - 2008
Bank of America 2005 - 2006
Skills
Investment Banking, Emerging Markets, Banking, Analysis, Bloomberg, Financial Modeling, Valuation, Fixed Income, Equity Research, Equities, Hedge Funds, Asset Management, Venture Capital, Entrepreneurship, Angel Investing, Private Equity, Capital Markets, Investments, Mergers, Finance, Financial Analysis, Bonds, Structured Finance, High Yield, Leveraged Finance, Financial Risk, Structured Products, LBO, Credit, Hedging, Alternative Investments, Investment Management, Due Diligence, Portfolio Management, Equity Valuation, Investment Strategies, Mutual Funds, Loans, Economics, Corporate Development, Securities, DCF, Market Research, Institutional..., Derivatives, Chartered Financial..., Capital IQ, Fixed Income Analysis, Financial Structuring, Mergers & Acquisitions
Education
Massachusetts Institute of Technology
Master of Business Administration (MBA)
Boston University
BA, Economics, Finance
Loomis Sayles July 2001 - Present
Safeco Asset Management January 2000 - July 2001
Phoenix Investment Partners June 1998 - September 1999
Devon Associates April 1997 - June 1998
Skills
Alternative Investments, Hedge Funds, Fixed Income, Asset Managment, Asset Allocation, Investment Management, Investment Strategies, Equities, Mutual Funds, Investments, Series 7, Portfolio Management
Education
University of Virginia 1991 — 1994
Master’s Degree, International Relations
State University of New York College at Potsdam 1987 — 1991
Bachelor of Arts (B.A.), Political Science and English Writing
Loomis Sayles January 2012 - Present
Loomis Sayles September 2007 - December 2011
MetLife September 1996 - September 2007
Education
Boston University - School of Management 1991 — 1993
Master of Business Administration (MBA), Finance
Trinity College 1984 — 1987
Bachelor of Science (BS), Economics
Law Office of Veronica Zolina February 2008 - Present
David Burgess & Associates October 2005 - February 2008
Conservation Law Foundation May 2004 - August 2004
Massachusetts Superior Court December 2002 - March 2003
Loomis Sayles 2000 - 2002
Hastings-Tapley Insurace 1994 - 1999
Jewish Vocational Service 1989 - 1993
Skills
Litigation, Criminal Defense, Dispute Resolution, Criminal Law, Public Speaking, Trials, Trial Practice, Defense, Nonprofits, Legal Advice, Residential..., Advocacy, Hearings, Legal Assistance, Alternative Dispute..., Legal Writing
Education
Northeastern University School of Law 2002 — 2005
JD
Harvard University 1983 — 1989
AB (BA), Linguistics/psychology
BLS 1977 — 1983
Loomis Sayles April 2001 - Present
Suffolk University 1985 - Present
Evergreen Investments January 1997 - April 2001
Keystone Investments 1988 - 1997
Evergreen Investments 1988 - 1994
Skills
Investments, Management, Fixed Income, Asset Management, Bloomberg, Equities, Mutual Funds, Securities, Hedge Funds, Portfolio Management, Derivatives, Investment Management, Program Management, Asset Managment, Capital Markets, Alternative Investments, Asset Allocation, Series 7, Valuation, Financial Services, Financial Modeling, Financial Analysis, Private Equity, Investment Strategies, Bloomberg Terminal, Bonds, Series 63, Investment Advisory, Options, Financial Markets, Emerging Markets, Wealth Management, Risk Management, Trading Systems, Investment Banking, Fund Accounting, Relationship Management
Education
Suffolk University - Sawyer School of Management 1985 — 1995
MS, Finance
Suffolk University - Sawyer School of Management 1985 — 1995
BS, Business Administration
Loomis Sayles August 2007 - Present
J.L. Kaplan Associates, LLC 2005 - 2007
Putnam Investments 2000 - 2003
Cantor Fitzgerald 1999 - 2000
Skills
Equities, Investments, Asset Management, Financial Modeling, Portfolio Management, Valuation
Education
Massachusetts Institute of Technology - Sloan School of Management 2003 — 2005
MBA
Bucknell University 1995 — 1999
BA, Economics
Loomis Sayles September 2013 - Present
John Hancock Asset Management/ Manulife Asset Management July 2004 - April 2013
State Street Research & Management (acquired by Blackrock) February 2001 - April 2004
Baring Asset Management October 1993 - February 2001
Skills
Investments, Equities, Bloomberg, Portfolio Management, Asset Management, Mutual Funds, Factset, Fundamental Research, Quantitative Analysis, Technical Analysis, Risk Management, Marketing, international equities, initial public offerings, Foreign Investment, IPO, Research, Investment Banking
Education
Babson College - Franklin W. Olin Graduate School of Business 2009 — 2012
MBA, Business Administration
Trinity College-Hartford 1989 — 1993
BA, Philosophy
Saint Mark's School 1985 — 1989
Diploma
Loomis Sayles December 2002 - Present
John Hancock 1995 - 2002
Skills
Hedge Funds, Fixed Income, Securities
Education
Bentley College - Elkin B. McCallum Graduate School of Business
University of New Hampshire -- Peter T. Paul College of Business and Economics
Vistaprint March 2014 - Present
Loomis Sayles August 2012 - February 2014
Charles River Development December 2007 - July 2012
AIR Worldwide 2005 - 2006
Skills
Agile Methodologies, Java, SQL, Web Services, Software Development, .NET, Eclipse, C#, Microsoft SQL Server, SOA, Design Patterns, Java Enterprise Edition, Object Oriented Design, XML, Software Design, Ant, Software Engineering, Spring
Education
University of Rhode Island 1994 — 1999
Ph.D., Mathematics
Loomis Sayles April 2003 - Present
Loomis Sayles & Company February 2002 - April 2003
Loomis Sayles & Company September 2000 - February 2002
Education
Quinlan School of Business, Loyola University Chicago 1998 — 2002
MBA, Finance
University of Missouri-Columbia 1989 — 1993
BS, Accounting
GMO 2006 - Present
Special Olympics Massachusetts 2006 - 2014
Loomis Sayles 2003 - 2006
CDC IXIS 1999 - 2003
Diversified Investment Advisors 1991 - 1998
Aetna 1987 - 1991
Skills
Alternative Investments, Hedge Funds, Asset Managment, Mutual Funds, Fixed Income, Equities, Investments, Asset Allocation, Series 7, Investment Strategies, Capital Markets, Venture Capital
Education
Dartmouth College 1983 — 1987
BA, Economics/Government
Minnechaug Regional High School 1980 — 1983
Satuit Capital Mangement, LLC February 2008 - Present
Century Capital Management 2005 - 2008
Essex Investment Management 2002 - 2005
Loomis Sayles 1998 - 2002
Stone Securities 1997 - 1998
Boston Stock Exchange 1996 - 1997
Avid Technology 1995 - 1996
Skills
Equity Research, Alternative Investments, Bloomberg, Financial Modeling, Equities, Portfolio Management, Forecasting, Valuation, Hedge Funds, Investments, Private Equity, Investment Management, Venture Capital, Capital Markets, Series 7, Business Development, Equity Trading, Asset Management, Equity Valuation, Corporate Development, Mutual Funds, Investment Banking, Corporate Finance, Financial Analysis, Financial Statement...
Education
Massachusetts Institute of Technology
BSME, Mechanical Engineering
Loomis Sayles September 2008 - Present
JPMorgan Chase June 2006 - August 2008
Education
Roger Williams University 2002 — 2006
BS, Financial Services and Business Management
Loomis Sayles May 2008 - Present
Loomis Sayles October 2006 - May 2008
Education
Boston University Questrom School of Business 2007 — 2010
MBA, Finance
Wheaton College 2000 — 2004
BA, Mathematics
Manulife Asset Management 2008 - 2015
NewStar Financial 2007 - 2008
Loomis Sayles 1993 - 2007
Skills
Fixed Income, Portfolio Management, Leveraged Finance, Capital Markets, Equities, Asset Management
Education
D'Amore-McKim School of Business at Northeastern University 1991 — 1993
Master of Business Administration (M.B.A.)
Fitchburg State University 1984 — 1988
Bachelor’s Degree, Mathematics
Loomis Sayles October 1998 - Present
Skills
Series 3
Education
Northeastern University - Graduate School of Business Administration 2005 — 2007
MBA, Finance
Siena College 1990 — 1994
BS, Economics
Loomis Sayles April 2007 - Present
Loomis Sayles 2007 - Present
Scudder Investments 1981 - 1999
Scudder Investments 1981 - 1999
Education
Salem State University 1976 — 1980
Loomis Sayles 1995 - Present
Invesco Management and Research (Gardner and Preston, Moss) 1987 - 1995
Skills
Investment Management, Portfolio Management, Asset Management, CRM, Equities, Equity Research, Fixed Income, Investments, Hedge Funds, Mutual Funds, Bloomberg, Capital Markets, Asset Allocation, Product Management, Investment Strategies, Alternative Investments
Education
Middlebury College
BA, Economics
Geneva Investment Management January 2014 - Present
WHV Investment Management, Inc. April 2010 - December 2013
GCA January 2009 - March 2010
Denahi Global Investments March 2005 - September 2008
Loomis Sayles July 1999 - December 2004
Nicholas Applegate June 1995 - July 1999
Integrated Device Technology February 1989 - September 1993
Skills
Portfolio Management, Emerging Markets, Equities, Hedge Funds, Bloomberg, Investments, Start-ups, Equity Research, Asset Management
Education
University of Chicago 1993 — 1995
MBA, Finance & Marketing
University of California, Santa Barbara 1986 — 1989
MS, Electrical Engineering
Indian Institute of Technology, Madras 1982 — 1986
B.Tech, Electrical Engineering
Loomis Sayles 1999 - Present
Bank One Investment Advisors 1998 - 1999
First Chicago NBD 1993 - 1998
NBD 1986 - 1993
Skills
Portfolio Management, Alternative Investments, Strategy, Equity Research, Equities, Investments, Asset Allocation, Mutual Funds, Asset Managment, Bloomberg, Asset Management, Private Equity, Fixed Income, Hedge Funds, Financial Analysis
Education
Indiana University - Kelley School of Business 1984 — 1986
MBA
Michigan State University 1980 — 1984
BA
Capital One April 2014 - Present
Fannie Mae August 2009 - April 2014
Washington Mutual January 2003 - January 2009
Bear Stearns September 1999 - January 2003
Salomon Smith Barney August 1998 - September 1999
Loomis Sayles 1996 - 1998
Investors Bank & Trust 1995 - 1996
Skills
Asset Management, Banking, Bloomberg, Capital Markets, Credit Risk, Derivatives, Financial Modeling, Valuation, Risk Management, Portfolio Management, MBS, Fixed Income
Education
College of the Holy Cross 1991 — 1995
Collegiate School July 2015 - Present
Collegiate School September 2005 - Present
Loomis Sayles 1999 - 2004
Deutsche Bank Securities 1992 - 1999
Skills
Donor Relations, Stewardship, Annual Giving, Fundraising, Alumni Relations, Prospect Research, Nonprofits, Volunteer Management, Philanthropy, Event Planning, Event Management, Non-profits, Leadership
Education
Ohio Wesleyan University 1987 — 1991
BA, Economics Management
Foxcroft School 1983 — 1987
Loomis Sayles June 2008 - Present
Great American Group 2003 - 2006
Education
University of Virginia - Darden Graduate School of Business Administration 2006 — 2008
Master of Business Administration (MBA)
Davidson College 1996 — 2000
BA, Political Science
Loomis, Sayles & Company December 2014 - Present
Maine Red Claws October 2013 - Present
Maine Red Claws October 2012 - May 2013
Washington Wizards August 2011 - May 2012
Loomis Sayles July 2001 - August 2011
Bloomberg June 1998 - July 2001
Skills
Bloomberg, Research, Excel, Economics, Emerging Markets, Microsoft Excel, Team Management, PowerPoint, Investments, Fixed Income, Financial Modeling, Asset Management, Asset Allocation
Education
Georgetown University 2011 — 2012
Master of Professional Studies, Sports Industry Management
Villanova University 1994 — 1998
Bachelor of Science, Finance
Berwick Academy 1989 — 1994
Loomis, Sayles & Company May 2015 - Present
Loomis, Sayles & Company March 2014 - Present
Loomis Sayles August 2010 - February 2014
State Street November 2009 - August 2010
State Street October 2008 - August 2009
Fidelity Investments August 2006 - December 2007
Evalueserve January 2005 - July 2006
Skills
Financial Modeling, Fixed Income, Investment Banking, Valuation, Investments, Equity Research, Mutual Funds, Strategy
Education
Symbiosis institute of Management Studies 2003 — 2005
MBA, Finance & Marketing
University of Mumbai 1998 — 2001
Bachelor of Commerce, Commerce & Economics
Ariel Investments July 2006 - Present
Loomis Sayles October 1997 - June 2006
Skills
Equities, Bloomberg, Business Analysis, Asset Managment, Asset Management, Microsoft Office, Portfolio Management, Financial Analysis, Investments, Securities
Education
Bradley University
Lindblom H.S.
Loomis Sayles May 2008 - Present
Sharpridge Capital, LP March 2007 - April 2008
Deutsche Bank Securities July 2002 - March 2007
Salomon Smith Barney August 1999 - June 2001
Skills
Trading, Institutional Sales, Cash Management, Sales, Fixed Income, Financial Modeling, Equities, Mutual Funds, Portfolio Management, Financial Analysis, Capital Markets, Asset Managment, Investments, Valuation, Series 7, Series 63, Relationship Management, Hedge Funds, Bloomberg, Alternative Investments, Asset Allocation, Securities, Hedging
Education
Franklin & Marshall College 1995 — 1999
BA, Sociology
Milton Academy
Loomis, Sayles & Company January 2014 - Present
Loomis Sayles October 2008 - Present
Anglo Irish Bank February 2006 - October 2008
Skills
Valuation, Bloomberg, Mutual Funds, Portfolio Management, Financial Modeling, Investments, Derivatives, Equity Research, Equities, Equity Derivatives, Fixed Income, Series 7, Alternative Investments, Capital Markets, Asset Allocation, Hedge Funds
Education
Dartmouth College 2001 — 2005
Phillips Academy 1997 — 2001
Highschool
Boston University - School of Management
Masters of Science - Investment Management
Loomis, Sayles & Company November 2014 - Present
Loomis Sayles March 2008 - November 2014
Skills
Analysis, Data Analysis, Customer Service, Financial Analysis, Investments, Microsoft Excel, Microsoft Office, PowerPoint
Education
Suffolk University 2001 — 2005
BAM! BAM! BODY May 2015 - Present
Secret Physique January 2010 - December 2014
Loomis Sayles July 2009 - September 2012
Loomis Sayles February 2008 - July 2009
Highfields Capital March 2005 - December 2007
Boston Ballet August 1999 - May 2003
Skills
Microsoft Excel, Financial Services, Mutual Funds, Bloomberg, Fixed Income, PowerPoint, Equities, Microsoft Word, Hedge Funds
Education
University of Massachusetts Boston
BS, Business Management and Marketing
Norwell High School 1994 — 1998
Michigan Men's Soccer LLC January 2012 - Present
Michigan Men's Soccer LLC January 2000 - January 2012
Loomis Sayles March 1998 - January 2000
Beacon Investment Company June 1993 - March 1998
Serendipity Adventures June 1992 - May 1993
U Java June 1991 - June 1992
Skills
Marketing, Business Development, Project Management
Education
University of Michigan 1985 — 1989
B.A., History
State Street Corporation January 2007 - March 2008
pacific grove partners llc August 2004 - December 2006
Putnam Investments / PanAgora Advisory LLC April 2006 - June 2006
Fidelity Investments / Fidelity Management Trust Co. December 1998 - June 2004
Financial Management Advisors LLC March 1997 - November 1998
Baring Asset Management June 1996 - September 1996
Loomis Sayles March 1996 - May 1996
Skills
Portfolio Management, Investments, Equities, Fixed Income, Financial Modeling, Investment Management, Asset Allocation, Mutual Funds, Private Equity, Valuation, Asset Management
Education
UCLA Anderson School of Management 1995 — 1997
MBA, General Management Finance
Cornell University 1989 — 1991
Master, Industrial and Labor Relations
Williams College 1985 — 1989
BA, Double Major: Economics and Spanish Literature.
Alisal High School 1981 — 1985
HS Diploma, General Education
Loomis Sayles 2000 - Present
Eagle Investment Systems 2004 - 2006
Prime Buchholz 1997 - 2000
Jefferson Pilot 1994 - 1996
Skills
Financial Risk
Education
Southern New Hampshire University 2000 — 2005
MBA
Plymouth State University 1992 — 1994
Economics
Wethersfield High School 1984 — 1988
Overseas Private Investment Corporation February 2015 - Present
Dynamo Technologies, LLC May 2014 - February 2015
Accion May 2012 - August 2012
Calvert Social Investment Foundation, Inc June 2011 - May 2012
Loomis Sayles July 2007 - July 2010
Evergreen Investments July 2006 - July 2007
MFS Investment Management 2005 - 2005
Wellington Management 2004 - 2004
Eaton Vance 2003 - 2004
Education
University of Maryland - Robert H. Smith School of Business
Master of Business Administration (MBA)
University of Maryland School of Public Policy
Master of Public Policy (MPP), International Security & Economic Policy
Northeastern University 2001 — 2006
BS, Mathematics & Finance
Napier Park Global Capital April 2013 - Present
Loomis Sayles January 2009 - February 2013
Morgan Stanley Investment Management April 2006 - June 2008
Morgan Stanley June 1983 - April 2006
Arthur Young June 1978 - May 1981
Skills
Hedge Funds, Investments, Institutional..., Alternative Investments, Equities, Asset Managment, Investment Management, Capital Markets, Asset Allocation, Series 7, Portfolio Management, Securities, Investment Strategies, Mutual Funds, Private Equity, Derivatives, Bloomberg, Bonds, High Yield, Emerging Markets, Fixed Income, Series 63, Electronic Trading, Asset Management
Education
Harvard Business School 1981 — 1983
MBA, General management
University at Albany, SUNY 1974 — 1978
BS, Accounting, Economics
Deloitte December 2014 - Present
National Association for Urban Debate Leagues July 2013 - July 2014
Endeavors Association, LLC January 2012 - June 2013
Mercer September 2005 - November 2011
Lehman Brothers July 2004 - September 2005
Loomis Sayles January 2001 - October 2003
William Blair and Company October 1994 - December 2000
Skills
Real Estate, Strategic Planning, Microsoft Excel, Leadership, Leadership Development, Management, Investments, Recruiting, Public Speaking, PowerPoint, Finance, Microsoft Office, Event Planning, Employee Relations, Employee Benefits, Human Resources, Marketing, Training
Education
Northeastern Illinois University
B.A., Human Services
Spertus College
M.S., Human Services Management
Loomis Sayles 2001 - Present
United States Marine Corps 1991 - 1999
Skills
Emerging Markets, Portfolio Management, Bloomberg, Equities, Risk Management, Financial Modeling, Competitive Analysis, Credit Analysis, Management, High Yield, Investment Theory, Fixed Income, Capital Markets, Financial Analysis, Valuation, Bonds
Education
Northeastern University - Graduate School of Business Administration 1999 — 2001
Master of Business Administration (MBA), Finance, General
University of Rhode Island 1987 — 1991
BS, Accounting
Loomis Sayles November 2009 - Present
Manning & Napier Advisors 2007 - 2009
ING Funds 2003 - 2006
OppenheimerFunds 1996 - 2001
Alliance Capital Management 1993 - 1996
Skills
Business Relationship..., Sales Management, Personal Finance, Public Speaking, Business Analysis, Mutual Funds, Alternative Investments, Investments, Sales, Process Improvement, Financial Services, Portfolio Management, Team Building, Banking, Budgets, Series 63, Management, Financial Analysis, Equities, Separately Managed..., Marketing, Series 7, Finance, Relationship Management, Leadership, Insurance, Research, Strategic Financial...
Education
Suffolk University 1989 — 1991
BS, Finance
Suffolk University - Sawyer Business School 1989 — 1991
BSBA, Finance
RDC Capital Partners July 2015 - Present
Loomis Sayles January 2011 - July 2015
John Hancock June 2010 - December 2010
Bookus-Boulet, Inc. January 2010 - May 2010
John Hancock October 2009 - December 2009
Harvard Management Company May 2001 - July 2009
Kurzweil Technologies May 2000 - May 2001
Coventor April 1996 - April 2000
Advanced Visual Systems June 1995 - April 1996
Bettis Atomic Power Laboratory July 1993 - June 1995
Education
Carnegie Mellon University 1989 — 1992
PhD, Mechanical Engineering
Carnegie Mellon University 1988 — 1989
M.E., Mechanical Engineering
Florida Institute of Technology 1985 — 1987
BS, Mechanical Engineering
Avanade January 2012 - Present
Loomis Sayles August 2010 - December 2011
Advent Software January 2010 - August 2010
Blue Cod Technologies 2009 - 2009
Veritude 2004 - 2007
One Source 2002 - 2004
Softricity 2001 - 2001
Eagle Investment Systems 1997 - 2001
Skills
Agile Methodologies, SDLC, Software Development, SQL, C#, Web Services, Microsoft SQL Server, SOA, XML, Java, .NET, Software Project..., Java Enterprise Edition, Enterprise Architecture, Requirements Analysis, Unix, JavaScript, ASP.NET, Linux, Business Analysis
Education
University of Bergen (UiB) 1990 — 1993
Masters, Computer Science
University of Bergen (UiB) 1987 — 1990
Bachelor, Computer Science
University of Agder (UiA) 1984 — 1987
Bachelor, Electonics and Telecommunication
Loomis Sayles 2006 - Present
Fidelity Investments 1996 - 2006
Skills
Portfolio Management, Investments, Equities, Financial Services, Fixed Income, Mutual Funds, Asset Management, Financial Analysis, Securities, Finance, Advertising, marketing
Education
Babson College 1986 — 1988
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services
Boston University
Master's Degree, French Language and Literature
University of New Hampshire
Bachelor's Degree, French Language and Literature and Education
Loomis Sayles September 2009 - Present
John Hancock October 2007 - June 2008
Investors Bank & Trust May 2005 - October 2007
Skills
Hedge Funds, Mutual Funds, Bloomberg, Equities, Financial Analysis, Investments, Asset Managment, Financial Modeling, Fixed Income, Alternative Investments, Valuation, Securities, Portfolio Management, Fund Accounting, Strategic Financial..., Asset Allocation, Fund Administration, Financial Services
Education
University of Florida - Warrington College of Business Administration 2008 — 2009
Master's of Business Administration, Finance
Northeastern University 2000 — 2005
Bachelors of Science in Business Administration, Finance
Verrazano Consulting Solutions 2011 - Present
Loomis Sayles November 2006 - August 2007
MFS Investment Management April 2001 - October 2006
MFS Investment Management August 2000 - April 2001
Wellington Management March 2000 - June 2000
Investors Bank & Trust May 1998 - October 1999
Skills
Fixed Income, Equities, Back Office, Securities, Bloomberg, Trading, Process Improvement, Settlement, Software Documentation, User Acceptance Testing, SWIFT payments, Microsoft Office, Foreign Exchange, Hedge Funds, Derivatives, Alternative Investments, Business Analysis, Middle Office, Trading Systems, Fund Accounting, Vendor Management, Risk Management, Financial Services, Mutual Funds, Bonds
Education
Endicott College 1994 — 1998
Bachelor, Business Administration
Loomis, Sayles & Company March 2013 - Present
Loomis Sayles October 2009 - March 2013
Loomis Sayles May 2008 - December 2009
Loomis Sayles August 2006 - May 2008
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2011
MBA
Princeton University 2001 — 2006
BA, Economics
Loomis Sayles 2007 - Present
Natixis Global Associates 2004 - 2006
Putnam Investments 2001 - 2004
Education
University of Arizona 1996 — 2000
MHS
Loomis Sayles April 2013 - Present
Loomis Sayles January 1998 - March 2013
Education
Babson College 2002 — 2004
Master of Business Administration (MBA)
Babson College 1995 — 1997
Bachelor of Science (BS), Finance, Investments, and Economics
Loomis Sayles July 2010 - Present
Loomis, Sayles & Company January 2006 - August 2010
State Street July 2001 - August 2004
Skills
Bloomberg, Equities, Alternative Investments
Education
Brandeis University 1997 — 2001
BA, Economics
CFA Institute-Regular Member
Braemar Advisors, LLC January 2015 - Present
UBS January 2014 - November 2014
UBS February 2011 - January 2014
Braemar, LLC October 2008 - February 2011
Babson Capital Management October 2000 - September 2008
Loomis Sayles September 1997 - September 2000
State Street Research October 1986 - September 1997
Skills
IT Strategy, Vendor Management, Risk Management, Fixed Income, Business Intelligence, Investments, Securities, Financial Services, Portfolio Management, Equities, Business Analysis, Asset Management, Strategic Planning, Hedge Funds, Investment Banking, Derivatives, Capital Markets, Project Management
Education
Boston University Questrom School of Business
MS/MIS
University of Notre Dame
BBA
Loomis Sayles July 1993 - Present
Skills
Fixed Income, Asset Managment, Securities, Equities, Mutual Funds, Back Office, Financial Services, Investments, Derivatives, Corporate Actions, Bonds, Business Analysis, Portfolio Management, Hedge Funds, Bloomberg, Alternative Investments
Education
University of Massachusetts, Amherst 1989 — 1993
Bachelor's of Science, Biology
Relativity Media, LLC October 2009 - Present
Loomis Sayles July 2007 - May 2009
Albert, Righter & Tittmann Architects June 2006 - June 2007
Leggat McCall Properties December 2005 - June 2006
Skills
Microsoft Excel, PowerPoint, iRights, Rentrak, Film, FileMaker, Film Production, Final Cut Studio, Microsoft Word, Editing, Digital Media, Facebook, Management, Social Media Marketing, Television, Strategy, Entertainment, Social Networking, Marketing, Word, Film Track, Filemaker Pro, PC, Festival/Market Planning, Mac, Apple Logic, Social Media
Education
University of Colorado Boulder 2003 — 2004
History, Economics
Rollins College 2002 — 2003
History, Economics
Phillips Academy, Andover 1998 — 2001
High School
Jennison Associates April 2011 - Present
Loomis Sayles & Co. September 2004 - April 2011
Loomis Sayles July 1999 - June 2010
Loomis, Sayles & Company April 1992 - July 1999
Loomis, Sayles & Company July 1989 - April 1992
Skills
Portfolio Management, Asset Allocation, Investment Strategies, Asset Managment, Bloomberg, Mutual Funds, Equity Research, Investment Management, Investments, Equities
Education
University of Maryland College Park 1982 — 1984
Master of Arts (M.A.), Economics
University of Vermont 1977 — 1981
Bachelor of Arts (BA), Economics
Loomis Sayles April 2001 - Present
Evergreen Investments 1988 - 2001
Education
Bay Path College 2012 — 2016
Student, Business Administration and Management, General
Hamilton Lane March 2009 - Present
BlackRock Financial Management March 2006 - November 2008
Deutsche Bank April 2000 - March 2006
Brown Brothers Harriman March 1994 - April 2000
Loomis Sayles January 1993 - March 1994
Goldman Sachs March 1980 - December 1992
Skills
Fixed Income, Risk Management, Equities, Portfolio Management, Bloomberg, Strategy, Investments, Trading, Financial Services, FX Options, Project Management, Operations Management, Financial Risk, Relationship Management, Hedge Funds, Management, Leadership, Alternative Investments, Asset Management, Securities, Capital Markets, Derivatives, Mutual Funds, Finance
Education
Pace University - Lubin School of Business 1986 — 1989
MBA, Finance
Pace University - Lubin School of Business 1986 — 1989
Master of Business Administration (M.B.A.), Finance
Pace University 1976 — 1980
Bachelor of Science, Accounting/Information Systems
Putnam Investments 1998 - 2008
Loomis Sayles 1997 - 1998
Skills
Equity Research
Education
Columbia University - Columbia Business School 1995 — 1997
MBA
University of Florida 1988 — 1990
Master of Architecture, Architecture
University of Florida 1984 — 1988
Bachelor of Design, Architecture
Sentinel Investments April 2012 - Present
Newport May 2010 - May 2012
Sentinel Investments October 2006 - April 2010
Newport/Columbia 2001 - 2006
Putnam Investments 1997 - 2000
Loomis Sayles 1995 - 1998
Skills
Equity Research, Investments, Hedge Funds, Portfolio Management, Equities, Bloomberg, Asset Management, Capital Markets, Financial Modeling
Education
Smith College
Kellogg School of Management July 2013 - Present
Federal Reserve Bank of New York July 2006 - June 2008
Loomis Sayles June 2005 - August 2005
Loomis Sayles June 2004 - August 2004
Skills
Econometrics, Stata, Economics, Data Analysis, Spanish, Excel, Corporate Finance, Financial Modeling, Financial Analysis, Valuation, Research, Microsoft Excel, Portfolio Management, Emerging Markets, Entrepreneurship, Finance, Strategy, Statistics, Business Strategy, Economic Research, Macroeconomics, Microeconomics, Capital Markets, Time Series Analysis, Quantitative Analytics, Statistical Modeling, Banking, Analytics, Analysis, Monetary Policy, Policy Analysis
Education
Harvard Business School 2008 — 2013
PhD, Business Economics
Brigham Young University 2000 — 2006
BA, Economics
Loomis Sayles August 2010 - Present
CapitalSource July 2006 - February 2010
MacKay Shields October 1991 - July 2006
Bear Stearns Asset Management January 1986 - January 1991
Mellon Bank /Girard Bank January 1981 - January 1986
Kidder Peabody January 1980 - January 1981
Skills
Fixed Income, Portfolio Management
Education
Drexel University 1981 — 1983
MBA, International Business
Villanova University
BSBA, Finance
JP Morgan Asset Management March 2006 - Present
Morgan Stanley Investment Management 2004 - 2006
Loomis Sayles 1998 - 2004
Ohio Public Employees Retirement System January 1996 - October 1998
Skills
Equities, Capital Markets, Securities, Mutual Funds, Banking
Education
Miami University 1993 — 1995
MBA, Finance
Ohio University 1989 — 1993
BBA, Economics
Loomis Sayles 2002 - Present
Wilshire Associates 1993 - 2002
Skills
High Yield, Alternative Investments, Performance Attribution, Mergers, Fixed Income Analysis, Bloomberg, Economics, Series 63, Financial Services, Chartered Financial..., Institutional..., Wealth Management, Fund Of Funds, Asset Allocation, Asset Managment, Equity Derivatives, Financial Modeling, Equity Research, Portfolio Management, Emerging Markets, Fixed Income, Endowments, Securities, Bonds, Financial Markets, Equities, Valuation, Series 7, Mutual Funds, Finance, Capital Markets, Trading, Investment Strategies, Private Equity, Investment Advisory, Relationship Management, Competitive Analysis, Financial Analysis, Venture Capital, Investment Management, Investments, Due Diligence, Hedge Funds, Strategic Financial..., Derivatives, Investor Relations, Asset Management
Education
San Diego State University-California State University
BS, Finance
Loomis Sayles Lotus Notes ProgrammerEvergreen Investments1998 - 2000
Fidelity Investments 1994 - 2000
Lotus Development 1988 - 1992
GS Henchel Corp 1985 - 1988
Wang Laboratories 1983 - 1985
AMRAY 1980 - 1980
Education
Northeastern University 1978 — 1983
BSEE, Electrical Engineering
Somerville High School
Boston College May 2013 - Present
MTS Capital September 2005 - Present
Fidelity Investments 1992 - 2005
Loomis Sayles 1989 - 1992
Touche Ross 1984 - 1987
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
MBA, Finance
Boston College 1980 — 1984
MS, Accounting
Tigress Financial Partners January 2014 - Present
Carlton House Capital Partners, LLC and Clean Energy Group, LLC. October 2012 - January 2014
Clean Energy Capital, LLC. January 2011 - October 2012
Clean Energy Capital, LLC. January 2010 - January 2011
William Blair and Company 2007 - 2010
Credit Suisse First Boston 1996 - 2006
TSA Capital 1993 - 1995
Loomis Sayles 1990 - 1993
Merrill Lynch Capital Markets 1983 - 1989
Security Pacific Bank 1978 - 1982
Skills
Private Equity, Equities, Investment Banking, Investments, Hedge Funds, Venture Capital, Fixed Income, Mergers, Derivatives, Strategy, Finance, Financial Services, LBO, Financial Advisory, Alternative Investments, Strategic Planning, Valuation, Portfolio Management, New Business Development, Corporate Finance, Mergers & Acquisitions, Asset Management
Education
University of Southern California - Marshall School of Business 1973 — 1976
MBA, Finance
Loyola Marymount University 1965 — 1970
BA, English
Loomis Sayles 2007 - Present
Loomis, Sayles & Company 2003 - 2006
Loomis, Sayles & Company 2001 - 2004
Putnam Investments 1994 - 2001
Putnam Investments 1993 - 1994
Putnam Investments 1991 - 1992
State Street Corporation 1986 - 1990
Education
Boston University Graduate School of Management
MBA
University of Rochester
BA, Economics
Loomis Sayles October 2008 - Present
GE Healthcare December 1987 - April 2008
Skills
Business Analysis, Visio, Networking, Software Documentation, Process Improvement, Unix, Disaster Recovery, Program Management, Vendor Management, ITIL, SDLC, Requirements Analysis, IT Management
Education
Northeastern University
Loomis Sayles 2002 - Present
Morgan Stanley Investment Management 1999 - 2002
Schroder Capital Management 1996 - 1999
Prudential Mutual Fund Management 1995 - 1996
Education
Boston University Questrom School of Business 2004 — 2005
MBA
Binghamton University 1990 — 1994
BA
Loomis Sayles September 2000 - Present
Pricewaterhouse Coopers 1999 - 2000
Bank One 1999 - 1999
First Chicago NBD 1995 - 1999
NBD 1984 - 1999
National Bank of Detroit 1984 - 1999
Skills
Asset Management, Alternative Investments, Capital Markets, Asset Managment, Equities, Portfolio Management, Hedge Funds, Strategic Financial..., Bloomberg, Investment Banking, Investments, Equity Research
Education
University of Pennsylvania - The Wharton School 1980 — 1984
Bachelor of Science in Economics, Concentration in Finance
Cranbrook Kingswood 1977 — 1980
Loomis, Sayles & Company July 2009 - Present
Loomis Sayles May 1998 - June 2009
Investment Advisors, Inc. November 1995 - May 1998
Skills
Alternative Investments, Hedge Funds, Fixed Income, Asset Allocation, Equities, Asset Managment, Investment Management, Investment Strategies, Mutual Funds, Portfolio Management, Investments, Series 7, Investment Advisory, Securities, Capital Markets, Bonds, Private Equity, Valuation, Derivatives, Financial Markets, Options, Bloomberg, Institutional..., Financial Services, Equity Research, Emerging Markets, Equity Trading, Structured Products, ETFs, Investor Relations, Trading, Financial Modeling, High Yield, Fund Of Funds, Pension Funds, Asset Management, Wealth Management, Strategy, Equity Valuation
Education
Rutgers University-New Brunswick 1979 — 1981
MS, Industrial Relations & Human Resources
Syracuse University - Martin J. Whitman School of Management 1975 — 1979
BS, Industrial Relations and Marketing
Loomis Sayles November 2007 - Present
Evergreen Investments 1987 - 2005
Education
Bryant University 1981 — 1985
BS, Business Management
Xaverian Brothers High School 1977 — 1981
Diploma
Loomis Sayles September 1999 - Present
Loomis Sayles LP September 1999 - Present
Putnam Investments September 1994 - August 1999
Mark IV Industries September 1991 - July 1993
Marine Midland Bank July 1990 - September 1991
Education
State University of New York at Buffalo 1986 — 1990
BS, Business Administration/Concentration in Finance
Boston University
MBA, Finance
Boston University
Masters in Business Administration, Finance
Loomis Sayles
Skills
Fixed Income, Hedge Funds, Equities, Alternative Investments, Bloomberg, Asset Allocation, Bonds, Investment Management
Education
Occidental College 1970 — 1974
BA, Economics, Mathematics
Loomis Sayles March 1988 - Present
Skills
Financial Analysis, Financial Modeling, Due Diligence, Asset Management, Corporate Finance, Accounting, Financial Reporting, Strategic Financial..., UK Accounting, IFRS
Education
Suffolk University - Sawyer School of Management 2001 — 2004
MBA, Accounting
SUNY Plattsburgh 1982 — 1986
Bachelor of Science (BS), Management Science
Loomis Sayles June 2001 - Present
Back Bay Advisors March 1993 - June 2001
The MONY Group 1983 - 1993
Skills
Fixed Income, Portfolio Management, Asset Management, Alternative Investments, Hedge Funds, Investments, Equities, Bloomberg, Investment Management, Mutual Funds
Education
Colgate University 1978 — 1982
BA, Economics/Philosophy
Loomis, Sayles & Company April 2014 - Present
Loomis, Sayles & Company July 2012 - Present
Loomis Sayles December 2003 - July 2012
Sun Life Financial November 2001 - November 2003
Back Bay Advisors September 2000 - June 2001
A.T. Kearney 1994 - 1996
DRI July 1985 - June 1994
Skills
Fixed Income, Bonds, Emerging Markets, Credit, Economics, Interest Rate..., Competitive Analysis, Portfolio Management, Sell Side, Credit Analysis, Market Data, Bloomberg, CDS, Equities, Hedge Funds
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1991 — 1993
MBA, Business
University of Rochester 1981 — 1985
BA, Economics
Loomis Sayles August 2007 - Present
BlackRock February 2005 - August 2007
State Street Bank 1999 - 2003
Skills
Asset Management, Credit, Loans, Fixed Income, Bloomberg, Equities
Education
University of Rhode Island - College of Business Administration 1985 — 1988
BS Finance
private piano studio January 2002 - Present
CAPITAL GROWTH MGMT July 1992 - June 2002
Loomis Sayles June 1983 - June 1992
Skills
Bonds, Fixed Income, Keyboards, Management, Music, Music Education, Music Industry, Music Theory, Mutual Funds, Piano, Portfolio Management, Financial Analysis, Chamber Music
Education
Investment mgmt designation 1988 — 1988
C.I.C., insititutional and private investment mgmt
professional investment designation 1983 — 1986
C.F.A., Investments and financial analysis
University of New Hampshire 1973 — 1977
B.A., Music
University of New Hampshire 1973 — 1977
Bachelor of Arts (B.A.), Music Performance, General
School name:
School name:
Loomis Sayles VP, Portfolio Manager & Senior Credit Portfolio StrategistLoomis Sayles & CompanyOctober 2014 - Present
Loomis Sayles & Company June 2013 - Present
Loomis, Sayles & Company August 1985 - May 2013
Skills
Fixed Income, Corporate Finance
Education
Bryant University 1981 — 1985
Bachelor's degree, Finance, General
School name:
Loomis Sayles March 2003 - Present
Credit Suisse 1999 - 2003
Starmet Corporation March 1997 - March 1999
Skills
Fixed Income, Mutual Funds, Asset Managment, Portfolio Management, Investments, Investment Management, Investment Strategies, FactSet, Wealth Management, Relationship Management, Institutional..., Investment Advisory, Investment Banking, Equity Research, Equity Valuation, Bloomberg, Equities
Education
Salem State College 1991 — 1996
Bachelor of Arts (BA), Graphic Design
Loomis Sayles October 1997 - Present
Roney & Company LLC May 1982 - October 1997
Skills
Asset Allocation, Fixed Income, Investment Strategies, Equities, Portfolio Management, Industry Analysis, Asset Management, Investments, Series 7, Valuation, Financial Modeling, Equity Research, Alternative Investments, Investment Management, Hedge Funds, Asset Managment, Mutual Funds, Bloomberg, Competitive Analysis
Education
University of Michigan - Stephen M. Ross School of Business 1980 — 1982
MBA, Finance
Surveyor Capital February 2011 - Present
Loomis Sayles November 2007 - March 2011
Bain Capital March 2006 - November 2007
U.S. Peace Corps September 2003 - November 2005
Skills
Equity Research, Equities, Financial Modeling, Valuation, Hedge Funds, Bloomberg, Investments, Portfolio Management, Equity Valuation, Chartered Financial..., Alternative Investments, Financial Analysis, DCF, Investment Management
Education
Michigan State University 1999 — 2003
Bachelor of Arts, Finance
Eaton Vance October 2012 - Present
Loomis Sayles February 1984 - October 2012
Education
University of Massachusetts, Amherst 1979 — 1983
B.A., Economics
Colonial Pipeline Company July 2014 - Present
Colonial Pipeline March 2013 - July 2014
Colonial Pipeline Company October 2009 - March 2013
Colonial Pipeline March 2009 - October 2009
Georgia-Pacific LLC June 2008 - January 2009
Legacy Paddlesports July 2004 - June 2008
Loomis Sayles June 1999 - January 2001
Wellington Management January 1997 - June 1999
Education
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 2000
MBA
Regis College 1988 — 1992
Bachelor of Arts (B.A.)