Loomis, Sayles & Company

Description

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, Massachusetts, United States Founded: 1926 Subsidiaries: Loomis Sayles Investments Limited,

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Loomis, Sayles & Company Employees

Employee
Years
Job
Industry
Alyson Friedlander Alyson Friedlander Greater Boston Area Details
Alyson Friedlander's Loomis, Sayles & Company Experience 2004 - 2006
Job Membership Sales Representative at The Thoreau Club
Industry Health, Wellness and Fitness
Experience
The Thoreau Club  April 2015 - Present
Spirit Bear Power Yoga   2009 - Present
Lexington Power Yoga   2012 - Present
Prana Power Yoga  2009 - 2015
Historic New England  2008 - 2009
Harvard University  2006 - 2008
Loomis, Sayles & Company   2004 - 2006
EIS USA, Inc   2003 - 2004

Skills
Yoga, Microsoft Word, PowerPoint, Basic HTML, Raiser's Edge, Hatha Yoga, Wellness, Teaching, Nutrition, Meditation, Wellness Coaching, Fitness, Stress Management, Public Speaking, Social Media, Event Planning, Fundraising, Research, Leadership, Training, Nonprofits, Management, Community Outreach

Education
Bowdoin College   1998 — 2002
Bachelor of Arts (B.A.), Psychology

Professional Association of Diving Instructors (PADI)   2000 — 2000
Advanced Open Water Diver certification

Christine O'Shaughnessy Christine O'Shaughnessy Greater Boston Area Details
Christine O'Shaughnessy's Loomis, Sayles & Company Experience February 1996 - August 2003
Job Founder and Mindfulness Instructor at Mindful Presence
Industry Health, Wellness and Fitness
Experience
Mindful Presence   2004 - Present
Harvard Pilgrim Health Care  May 2007 - Present
Cohasset Yoga Center   January 2004 - December 2013
NRS Global Partners  May 2012 - December 2012
Kova Solutions   2009 - 2012
Global Vision Advisors, LLC.   2007 - 2008
Loomis, Sayles & Company   February 1996 - August 2003

Skills
New Business Development, Asset Managment, Fixed Income, Credit Analysis, Financial Analysis, High Yield Bonds, Financial Modeling, Fundamental Analysis, Mindfulness Meditation, Yoga, Yin Yoga, Meditation, Investments, Asset Management, Business Development, Credit, Leadership, Management, Mindfulness, Training, Sales, Strategic Planning, Analysis

Education
Babson College - Franklin W. Olin Graduate School of Business   1997 — 2000
MBA, Finance and Investments

Babson College   1993 — 1995
Bachelor of Science in Business Administration, Investments with Liberal Arts concentration in International Studies

Marcial Carrion Marcial Carrion Boston, Massachusetts Details
Marcial Carrion's Loomis, Sayles & Company Experience January 2015 - Present
Job Trading Assistant at Loomis, Sayles & Company
Industry Investment Management
Experience
Loomis, Sayles & Company   January 2015 - Present
Loomis, Sayles & Company   September 2013 - December 2014
Wellesley Investment Advisors, Inc.   January 2011 - September 2013
Babson College  September 2009 - January 2011

Skills
Bloomberg, Capital Markets, Financial Modeling, Hedge Funds, Alternative Investments, Equities, Equity Research, Mutual Funds, Investments, Bloomberg Terminal

Education
Babson College   2008 — 2010
BS, Business Administration; Finance and Information Technology Management

Nicholas Kontos Nicholas Kontos Miami/Fort Lauderdale Area Details
Nicholas Kontos's Loomis, Sayles & Company Experience October 2013 - December 2013
Job Real Estate Analyst Entrepreneur Hockey Coach
Industry Real Estate
Experience
Marcus & Millichap  May 2014 - Present
Burger King Corporation  January 2014 - May 2014
Loomis, Sayles & Company   October 2013 - December 2013
Massachusetts State House  June 2012 - August 2012
Ski Solutions   October 2011 - December 2011

Skills
PowerPoint, Social Media, Microsoft Office, Access, Word, Wordpress, Hockey, Problem Solving, Teamwork, Microsoft Word, Argus Modeling, Financial Analysis, Financial Modeling, Spanish, Entrepreneurship, Microsoft Excel, Analysis, Start-ups

Education
Boston University - School of Management   2009 — 2013
Bachelor of Science, Business Administration; Finance and Operations & Technology Management

Buckingham Browne & Nichols High School   2007 — 2009

Kelly Iosua Kelly Iosua Wakefield, Massachusetts Details
Kelly Iosua's Loomis, Sayles & Company Experience June 2010 - Present
Job VP, Credit Research Analyst at Loomis Sayles
Industry Financial Services
Experience
Loomis, Sayles & Company   June 2010 - Present
Loomis, Sayles & Company   June 2009 - June 2010
Loomis, Sayles & Company   April 2007 - June 2009
Wachovia Bank, NA  July 2005 - March 2007
Alpha Equity Research   September 2004 - May 2005
OppenheimerFunds  June 2004 - August 2004
Merrill Lynch  September 2003 - November 2003

Skills
Fixed Income, Data Analysis, Microsoft Excel, Analysis, Financial Analysis, Bloomberg, Asset Allocation, High Yield Bonds, Bond Markets, Bond Pricing, Credit Rating, Credit Analysis, Financial Modeling, Bonds

Education
Boston College - Carroll School of Management   2007 — 2010
Master of Business Administration (MBA)

University of New Hampshire - Whittemore School of Business and Economics   2001 — 2005
Bachelor of Science (B.S.), Economics

Casey Grindon Casey Grindon New York, New York Details
Casey Grindon's Loomis, Sayles & Company Experience June 2011 - August 2011
Job Investment Banking Analyst at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners  June 2015 - Present
Fidelity Capital Markets  July 2013 - May 2015
Fidelity Investments  June 2012 - August 2012
Loomis, Sayles & Company   June 2011 - August 2011
Office of U.S. Senator Michael F. Bennet   July 2010 - August 2010

Skills
Analysis, Valuation, Equities, Marketing, Strategy, Series 63, Proficient in French, Investments, Financial Modeling, Microsoft Excel, Series 7, Series 52, Public Speaking, Microsoft Office

Education
Bowdoin College   2009 — 2013
Government & Legal Studies, Economics, Religion

Trinity College Rome Campus   2011 — 2011
Public Finance, European Union Politics, Italian, Ancient Art of Rome, 3.6

Tuck School of Business at Dartmouth   2011 — 2011

Semester at Sea   2009 — 2009
Business, Environmental Studies, Mediterranean History

Prachi (Shah) Kapadia, CFA Prachi (Shah) Kapadia, CFA Greater Boston Area Details
Prachi (Shah) Kapadia, CFA's Loomis, Sayles & Company Experience August 2011 - Present
Job Credit Research at Loomis, Sayles & Company
Industry Financial Services
Experience
Loomis, Sayles & Company   August 2011 - Present
RBS Citizens  September 2009 - August 2011
NewStar Financial  2008 - 2009
Hughey Center for Financial Services  2006 - 2008

Skills
Valuation, Bloomberg, Capital IQ, Financial Modeling, Capital Markets, Financial Analysis, Restructuring, Equity Research, Fixed Income, Trading, Finance, Hedge Funds, Asset Management, Investments, Portfolio Management

Education
Bentley University   2004 — 2008
Bachelor of Science, Finance

Ryan McMurdie Ryan McMurdie Boston, Massachusetts Details
Ryan McMurdie's Loomis, Sayles & Company Experience May 2014 - Present
Job Marketing Analyst Loomis, Sayles & Company
Industry Investment Management
Experience
Loomis, Sayles & Company   May 2014 - Present
Columbia Management  July 2011 - Present
ING  September 2010 - July 2011

Skills
Investments, Marketing, Financial Analysis

Education
Babson College - Franklin W. Olin Graduate School of Business   2014 — 2017
Master of Business Administration (M.B.A.), Finance, General

Brigham Young University
B.A., English

George Lambert George Lambert Greater Boston Area Details
George Lambert's Loomis, Sayles & Company Experience September 2010 - July 2011
Job Senior Manager, Institutional Sales at LearnVest, Inc.
Industry Financial Services
Experience
LearnVest, Inc.   July 2014 - Present
Financial Engines  July 2013 - July 2014
Financial Engines  August 2011 - July 2013
Loomis, Sayles & Company   September 2010 - July 2011
Loomis, Sayles & Company   October 2004 - August 2010
Loomis, Sayles & Company   October 2003 - September 2004
Assumption University  June 2002 - June 2003

Skills
Investment Strategies, Investments, Marketing, Defined Contribution, Defined Benefit, Taft-Hartley, Institutional Sales, New Business Development, Employee Wellness..., Salesforce.com, Common Sense, Brainshark, Investment Advisory..., Financial Wellness

Education
Babson College - Franklin W. Olin Graduate School of Business   2011 — 2014
Master of Business Administration (MBA)

Boston University - School of Management   2007 — 2008
Master of Science, Investment Management

Loyola College in Maryland   1998 — 2002
BBA, International Business

University of Pittsburgh   2000 — 2000

Thayer Academy   1994 — 1998

Sahar Oswald Sahar Oswald San Francisco Bay Area Details
Sahar Oswald's Loomis, Sayles & Company Experience June 2003 - July 2006
Job Compliance & Risk Management at Pacific Gas and Electric Company
Industry Investment Management
Experience
Pacific Gas and Electric Company  February 2011 - Present
Pioneer Investments  July 2006 - October 2010
Loomis, Sayles & Company   June 2003 - July 2006
Evergreen Investments  August 2002 - April 2003
Bank of New York  January 2001 - June 2002

Skills
Investments, Financial Services, Risk Management, Financial Analysis, Mutual Funds, Equities, Securities, Asset Management, Bloomberg, Portfolio Management, Financial Modeling, Leadership, Fixed Income, Banking, Policies & Procedures

Education
Boston University
Bachelor of Science (BS), Management

Chris DiZinno Chris DiZinno Greater Boston Area Details
Chris DiZinno's Loomis, Sayles & Company Experience December 2011 - January 2012
Job Compliance Analyst at State Street
Industry Accounting
Experience
Navigant  2014 - 2014
Loomis, Sayles & Company   December 2011 - January 2012
AquaEnergy   November 2010 - August 2011
BNY Mellon  2000 - 2009
Various Contract Positions  1997 - 2000
Andersen Consulting  1994 - 1997
Fidelity Investments  1990 - 1993

Skills
Hedge Funds, Fund Administration, Fund Accounting, Fund Of Funds, Limited Partnerships, Financial Services, Project Management, Manage Client..., Anti Money Laundering, Transfer Agency, Business Analysis, Operational Risk, Supervisory Experience, Business Process..., Process Implementation, Service Launches, CFA Program - Pased..., Partnership Accounting, SQL*Plus, Offshore Funds, Document Review, InvestOne, Fund Services, Team Management, Mentoring Of Staff, Networking, Manage client..., KYC, Operational Due..., Investment Management, Corporate Actions

Education
Boston College
BS, Finance

Syracuse University - International Programs Abroad

The Roxbury Latin School

Adam Mushaweh, CFA Adam Mushaweh, CFA Greater Boston Area Details
Adam Mushaweh, CFA's Loomis, Sayles & Company Experience December 2013 - Present
Job Associate Product Manager at Loomis, Sayles & Company
Industry Investment Management
Experience
Loomis, Sayles & Company   December 2013 - Present
Loomis, Sayles & Company   December 2012 - Present
Old Mutual Asset Management  October 2010 - December 2012
KPMG Advisory  September 2007 - September 2010
New York Life Investments  September 2006 - March 2007

Skills
Portfolio Management, Portfolio Analytics, Financial Modeling, Financial Statement..., Equity/Fixed Income..., Macroeconomics, Client Service, Asset Management, Client Services, Financial Risk, Investments, Due Diligence, Management

Education
Bentley College - Elkin B. McCallum Graduate School of Business   2007 — 2008
Masters of Science, Finance

Bentley University   2003 — 2007
BS, Economics & Finance

Sarah Holmgren Sarah Holmgren Boston, Massachusetts Details
Sarah Holmgren's Loomis, Sayles & Company Experience January 2015 - Present
Job Junior Compliance Analyst at Loomis, Sayles & Company
Industry Investment Banking
Experience
Loomis, Sayles & Company   January 2015 - Present
Loomis, Sayles & Company   June 2013 - January 2015
Crossfit 93   May 2013 - September 2013
Aegis Media  July 2011 - June 2013
Milton Yoga   February 2013 - May 2013
Open Doors Yoga Studios   July 2011 - January 2013
iProspect  July 2011 - January 2012
New Hope, Inc.   January 2011 - May 2011
NECN  May 2010 - August 2010

Skills
Public Relations, Software Documentation, Management, Event Planning, Blogging, Outlook, Social Networking, Administrative..., Press Releases, Corporate Communications, Microsoft Excel, Marketing, Editing, Account Management, Microsoft Office, Digital Marketing, Microsoft Word, Research

Education
Bridgewater State University (BSU)   2007 — 2011
Bachelor of Science, Communication Studies

Bridgewater State University

hingham high school

hingham high school

Nhu Trinh Nhu Trinh Newport Beach, California Details
Nhu Trinh's Loomis, Sayles & Company Experience April 2005 - October 2007
Job REIT Reporting and Compliance Analyst at KBS Realty Advisors
Industry Real Estate
Experience
KBS Realty Advisors  September 2008 - Present
Loomis, Sayles & Company   April 2005 - October 2007
IXIS Asset Management  January 2005 - March 2005
Millennium Pharmaceuticals  September 2001 - May 2004

Skills
SEC filings, Blue Sky, Contract Negotiation, Bank Reconciliation, Leadership, US GAAP

Education
Boston University

Adrian Fong Adrian Fong Greater Boston Area Details
Adrian Fong's Loomis, Sayles & Company Experience February 2013 - October 2014
Job Systems Support Specialist at Foundation Medicine Inc.
Industry Information Technology and Services
Experience
Foundation Medicine  October 2014 - Present
Loomis, Sayles & Company   February 2013 - October 2014
Apple Retail  September 2008 - February 2013
South shore YMCA  August 2007 - November 2009

Skills
iLife, iWork, Apple Certified..., Mac OS X, Apple Certified, Mac, iPod, Aperture, Mac OS X Server, iPhone, Mac OS, iTunes, Computer Hardware, Apple Remote Desktop, Computer Repair, Keynote, iPhoto, FileMaker, iDVD, Troubleshooting, OS X, iPad, Apple Aperture, Hardware, iOS, iPhone Support, Technical Support, System Deployment, Windows 7, Hardware Support, Customer Service, Networking, Windows, Management, Help Desk Support, Software Installation

Education
Boston Architectural College   2007 — 2009
Architecture

Brooklyn Technical High School   2003 — 2007
High School Degree, Architecture

Bunker Hill Community College
Associate of Science (A.S.), Information Technology

Kevin Burk Kevin Burk Greater Boston Area Details
Kevin Burk's Loomis, Sayles & Company Experience January 2012 - Present
Job Vice President, Credit Research Analyst at Loomis Sayles & Company
Industry Investment Management
Experience
Loomis, Sayles & Company   January 2012 - Present
Bain Capital  November 2009 - January 2012
KPMG  September 2007 - November 2009
New South Wales, Australia Attorney General's Office   January 2006 - May 2006

Education
Boston University - School of Management   2010 — 2011
MS, Investment Management

University of Massachusetts at Amherst - Isenberg School of Management   2007 — 2008
MS, Accounting

Isenberg School of Management, UMass Amherst   2003 — 2007
BBA, Accounting

Central Catholic High School   1999 — 2003

Kyle Betty Kyle Betty Greater Boston Area Details
Kyle Betty's Loomis, Sayles & Company Experience August 1997 - November 2003
Job Managing Director, Investor Relations at Sankaty Advisors (Bain Capital)
Industry Investment Management
Experience
Sankaty Advisors (Bain Capital)   June 2007 - Present
Pyramis Global Advisors  2003 - 2006
Loomis, Sayles & Company   August 1997 - November 2003

Skills
Hedge Funds, Equities, Asset Managment, Series 7, Investments, Bloomberg, Investment Strategies, Portfolio Management, Asset Allocation, Fixed Income, Series 63, Financial Modeling, Private Equity, Mutual Funds, Capital Markets, Valuation, Equity Research, Securities, Financial Analysis, Asset Management, Investor Relations

Education
Boston College - Wallace E. Carroll Graduate School of Management   2001 — 2004
M.B.A, Finance

Gettysburg College   1992 — 1996
Bachelor of Arts (B.A.), Political Science and Government

David Silk David Silk Greater Boston Area Details
David Silk's Loomis, Sayles & Company Experience January 2001 - January 2002
Job Standard Life Investments, Director
Industry Financial Services
Experience
Standard Life Investments  July 2015 - Present
Cadence Capital Management  September 2006 - June 2015
Bear Stearns Asset Management  January 2002 - September 2007
Loomis, Sayles & Company   January 2001 - January 2002
Putnam Investments  September 1995 - March 2000
Olympic and Professional Athlete   February 1980 - May 1991

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, Training, Photoshop, Asset Management, Investments, Leadership, Management, Marketing, Sales, Strategic Planning

Education
Boston University
Bachelor of Arts (BA), MBA, Business Administration and Management, General

Boston University
Adjunct Professor, Boston Univ. School of Management

Argenis De Los Santos Argenis De Los Santos Boston, Massachusetts Details
Argenis De Los Santos's Loomis, Sayles & Company Experience June 2014 - August 2014
Job Analyst at International Group Program John Hancock
Industry Financial Services
Experience
John Hancock Financial Services  July 2015 - Present
Loomis, Sayles & Company   June 2014 - August 2014
Grand Circle Corporation  June 2013 - August 2013
Citizens Bank  May 2012 - January 2013
Grand Circle Corporation  April 2011 - August 2011

Education
Bridgewater State University   2011 — 2015
Bachelor’s Degree

John D. O' Bryant   2007 — 2011
High School

Paul Curley, CFA Paul Curley, CFA Greater Boston Area Details
Paul Curley, CFA's Loomis, Sayles & Company Experience August 2005 - June 2008
Job Director of College Savings Research
Industry Investment Management
Experience
Strategic Insight  June 2008 - Present
Strategic Insight  2014 - Present
Boston Security Analysts Society   September 2005 - December 2013
Loomis, Sayles & Company   August 2005 - June 2008
Columbia Management  January 2005 - August 2005
Investors Bank & Trust  June 2001 - December 2004
Investa Capital   1997 - 1998

Skills
Mutual Funds, Investments, 529 Plans, Portfolio Management, Research, Report Writing, Asset Management, Conference Management, Conference Speaking, Newsletters, Content Marketing, Survey Research, Custom Projects, Consulting, Business Intelligence, Benchmarking, Fixed Income, College Savings Plans, Financial Services, Competitive Analysis, Leadership, Fundamental Research, Asset Allocation, CFA, Analysis, Investment Management, Product Development, Product Marketing, MBA, Financial Analysis, Market Research, CRM, Client Development, College Funding..., Retirement, Saving for Education, College Funds, Client Relationship..., College Education..., Investment Advisory, Beat Reporting, Training

Education
Boston College - Wallace E. Carroll Graduate School of Management   2008 — 2010
MBA

Emory University   1997 — 2001
B.A., Economics, Political Science

Union College   1997 — 1998
Liberal Arts (Transferred to Emory)

Newton South   1993 — 1997
Diploma, Liberal Arts

Lingqing Hong Lingqing Hong Tampa, Florida Details
Lingqing Hong's Loomis, Sayles & Company Experience June 2014 - August 2014
Job Model Validation Anlayst at Citi
Industry Financial Services
Experience
Citi  February 2015 - Present
Loomis, Sayles & Company   June 2014 - August 2014
China Broadcasting Limited   April 2013 - August 2013
Harvest Fund Management  November 2012 - January 2013
Bank of China  September 2012 - November 2012

Skills
Data Analysis, Financial Analysis, Financial Markets, Financial Modeling, Data Modeling, Piano Playing, Guqin playing, Drawing, Time Series Analysis, Stochastic Calculus, Quantitative Finance, Quantitative Analytics, Statistics, Matlab, Finance, Cooking, Analysis, R, Microsoft Excel, Portfolio Management, Bloomberg, VBA

Education
Boston University - School of Management   2013 — 2015
in process, Mathematical finance, 3.67

Central University of Finance and Economics   2009 — 2013
Bachelor of Economics, Financial Engineering, 3.80

kunming No.1

Aaron DeCoste Aaron DeCoste Greater Boston Area Details
Aaron DeCoste's Loomis, Sayles & Company Experience 2015 - Present
Job Vice President at Loomis, Sayles & Company
Industry Investment Management
Experience
Loomis, Sayles & Company   2015 - Present
Fidelity Investments  2010 - 2015
First Wind  2009 - 2010
TransCanada  2007 - 2009
UBS Investment Bank  2005 - 2007
KPMG US  2003 - 2005

Skills
Valuation, Financial Modeling, Mergers & Acquisitions, Treasury, Corporate FP&A, Due Diligence, Portfolio Management, Strategy, Private Equity, M&A Modeling, Finance, Investments, M&A evaluation, Budget Forecasts, Hyperion Planning, MySQL, KPI Reports, Turnaround Strategy, Turnaround Specialist, Debt Restructuring, Debt Management, Cash Management, Cash Flow Forecasting, Business Strategy, Product Management, Financial Analysis, Financial Reporting, Financial Accounting, Strategic Planning, Business Development, Forecasting, Venture Capital, Accounting, Budgets, Risk Management, Equities, Hedging, Bloomberg, Capital Markets, Structured Finance, Structured Products, Executive Management, Swaps, Commodity, Asset Management, Hedge Funds, Corporate Finance, Financial Structuring, SQL, VBA

Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration (M.B.A.)

Boston College - Wallace E. Carroll Graduate School of Management
Master of Science (M.Sc.), Finance

Bentley University
Bachelor of Science (B.Sc.), Finance, Minor Mathematics

Alex Nocella, CIPM Alex Nocella, CIPM Greater Boston Area Details
Alex Nocella, CIPM's Loomis, Sayles & Company Experience April 2015 - Present
Job Developer at Loomis Sayles
Industry Financial Services
Experience
Loomis, Sayles & Company   April 2015 - Present
Loomis, Sayles & Company   May 2013 - April 2015
Bentley University  September 2008 - May 2012
Lynx, Inc.   September 2011 - December 2011

Skills
STATA, SAS, Bloomberg Terminal, Excel, Crystal Ball, SPSS, Qbasic, Visual Basic, VBA, Matlab, Economics, Quantitative Analysis, Investments, Mathematics, Data Analysis, Statistics, Fixed Income, SQL, Java, Quantitative Finance, Monte Carlo Simulation, LaTeX, Financial Markets, Quantitative Analytics, Microsoft Excel, Financial Modeling, Data Mining

Education
Massachusetts Institute of Technology - Sloan School of Management   2012 — 2013
M.Fin., 4.9 / 5.0

Bentley University   2008 — 2012
BS, Economics, Finance, Actuarial Sciences (Minor), Law (Minor), 3.86 / 4.00

Barbara Zulkiewicz Barbara Zulkiewicz Greater Boston Area Details
Barbara Zulkiewicz's Loomis, Sayles & Company Experience October 2011 - February 2012
Job Compliance Specialist at Columbia Threadneedle Investments
Industry Legal Services
Experience
Columbia Management Investment Advisers, LLC   January 2015 - Present
First Wind Energy   October 2014 - December 2014
IDEXX Laboratories  May 2012 - October 2014
Loomis, Sayles & Company   October 2011 - February 2012
Fidelity Investments  November 2005 - May 2011
Fidelity Investments  June 2000 - November 2005
Fidelity Investments  December 1998 - June 2005

Skills
Legal Compliance, Legal Support, Legal Services, Microsoft Office, Social Media, Excel, Editing, Event Management, Fundraising, Non-profits, Organizing, PowerPoint, Troubleshooting, Teamwork, Word, Financial Sector, Contracts Review, Attention To Detail, Able To Multi-task, Securities, Due Diligence, Microsoft Word, Microsoft Excel, Legal Assistance, Financial Services, Nonprofits

Education
Massachusetts School of Law   2010 — 2011
JD

Becker College
Paralegal certificate

Bentley College
Pension and Employee Benefits Administration

Granite State College
Bachelor of Science, Business Management

Granite State College
Associates, General Studies

Kristen Gelwick (Alioto) Kristen Gelwick (Alioto) Greater Boston Area Details
Kristen Gelwick (Alioto)'s Loomis, Sayles & Company Experience 2004 - 2006
Job VP, Relationship Manager at Acadian Asset Management
Industry Financial Services
Experience
Acadian Asset Management  July 2013 - Present
Acadian Asset Management  February 2008 - Present
Wellington Management  2006 - 2008
Loomis, Sayles & Company   2004 - 2006
Putnam Investments  2001 - 2004

Education
Babson College - Franklin W. Olin Graduate School of Business   2011 — 2014
Master of Business Administration (MBA)

University of Rhode Island - College of Business Administration   1996 — 2000

Chester Curme Chester Curme Boston, Massachusetts Details
Chester Curme's Loomis, Sayles & Company Experience June 2015 - Present
Job Quantitative Analyst
Industry Financial Services
Experience
Loomis, Sayles & Company   June 2015 - Present
Boston University  June 2012 - June 2015
Warwick Business School  May 2014 - August 2014

Skills
Mathematica, Mathematics, Matlab, R, Statistics, Python, Research, Teaching, IDL, Java, Monte Carlo Simulation, Numerical Modeling, Physics, Science, Data Analysis, Numerical Analysis

Education
Boston University   2012 — 2015
Doctor of Philosophy (Ph.D.), Physics

Middlebury College   2008 — 2012
BA, Physics and Mathematics

Weston High School   2003 — 2007

Jay Moriarty Jay Moriarty Waltham, Massachusetts Details
Jay Moriarty's Loomis, Sayles & Company Experience 1999 - 2000
Job Financial Adviser at Eagle Strategies, LLC
Industry Financial Services
Experience
Eagle Strategies, LLC  April 2011 - Present
NYLIFE Securities LLC  February 2004 - Present
Painted Word  2000 - 2004
Loomis, Sayles & Company   1999 - 2000
KPMG US  November 1998 - March 1999
Mullen & Company LLP   1995 - 1998

Skills
Estate Planning, Retirement, Management

Education
Boston College   1991 — 1995
Accounting

Malden Catholic High School   1987 — 1991

Thomas (T.J.) Kelley Thomas (T.J.) Kelley Boston, Massachusetts Details
Thomas (T.J.) Kelley's Loomis, Sayles & Company Experience September 2014 - Present
Job Senior Pooled Product Analyst at Loomis, Sayles & Company
Industry Investment Management
Experience
Loomis, Sayles & Company   September 2014 - Present
Loomis, Sayles & Company   July 2009 - September 2014
Loomis, Sayles & Company   September 2005 - July 2009
Eaton Vance  June 2004 - July 2005
Pioneer Investments  September 2003 - June 2004
Morgan Stanley  May 2002 - August 2002

Skills
Equities, Investments, Mutual Funds, Asset Management, Client Service, Financial Analysis, Fixed Income, Asset Allocation, Securities

Education
Boston College - Wallace E. Carroll Graduate School of Management   2008 — 2010
MS, Finance

Gettysburg College   1999 — 2003
BA, Management/Business Administration

Wellesley High School   1995 — 1999

Rick Harrell Rick Harrell Boston, Massachusetts Details
Rick Harrell's Loomis, Sayles & Company Experience May 2011 - Present
Job VP, Macro Strategies
Industry Investment Management
Experience
Loomis, Sayles & Company   May 2011 - Present
World Media Net   May 2010 - Present
Fannie Mae  July 2010 - April 2011
Rogge Global Partners  June 2009 - August 2009
USITC  February 2009 - May 2009
PwC  August 2005 - August 2008

Skills
Financial Modeling, Fixed Income, Capital Markets, Corporate Finance, Economics

Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)   2008 — 2010
M.A., International Finance & Policy

The Johns Hopkins University   2007 — 2009
M.S., Applied Economics

Brigham Young University
B.A., Linguistics, Computer Science

Siddarameshwar Bulla Siddarameshwar Bulla Boston, Massachusetts Details
Siddarameshwar Bulla's Loomis, Sayles & Company Experience January 2014 - Present
Job Java Architect at Loomis, Sayles & Company
Industry Information Technology and Services
Experience
Loomis, Sayles & Company   January 2014 - Present
Loomis, Sayles & Company   January 2013 - December 2013
Fidelity Investments  December 2011 - December 2012
State Street  May 2011 - February 2012
Highdata Software Corp  January 2011 - May 2011
Tata Consultancy Services  May 2010 - January 2011
Tata Consultancy Services  May 2008 - May 2010
Tata Consultancy Services  January 2007 - May 2008
Tata Consultancy Services  May 2006 - December 2006
Tata Consultancy Services  December 2001 - December 2006

Skills
Java Enterprise Edition, PL/SQL, Oracle, Requirements Analysis, SQL, Software Project..., Hibernate, SDLC, Java, Spring, Web Services, SOA, Software Design, Cloud Computing, Enterprise Software, Unix, Websphere, Unix Shell Scripting, Enterprise Architecture, Struts, Solution Architecture, Agile Methodologies, Business Analysis, XML, Weblogic, Data Warehousing, Spring Framework

Education
B. M. S. College of Engineering   1997 — 2001
B.E, Information Science and Engineering

Fatima High School, HUBLI   1992 — 1995
SSLC, KSB

Hugo E Ortiz Hugo E Ortiz New York, New York Details
Hugo E Ortiz's Loomis, Sayles & Company Experience January 2015 - May 2015
Job Financial Services Professional at CACIB
Industry Investment Banking
Experience
Crédit Agricole Corporate and Investment Bank  May 2015 - Present
Loomis, Sayles & Company   January 2015 - May 2015
Columbia University in the City of New York  August 2013 - May 2015
Catholic Relief Service (CRS) / U.S. Agency for International Development (USAID)   May 2014 - August 2014
Peace Corps / United States Department of Agriculture (USDA) / Catholic Relief Services (CRS)   September 2012 - August 2013
Peace Corps  June 2010 - August 2013
Barnes & Noble  December 2009 - June 2010
Self-Employed / Southwest Companies Inc / CGS Ventures LLC   January 2009 - March 2010
COSTA IMC (Integrated Marketing and Communications), Inc.   March 2008 - December 2008
Barry University  August 2004 - December 2008

Education
Columbia University in the City of New York   2013 — 2015
Master of International Affairs (MIA), Economic Development, 3.66

Barry University   2004 — 2008
Bachelor of Science in Business Administration, Marketing, Major GPA: 3.48

Michael Helm, CISA CISSP CRISC Michael Helm, CISA CISSP CRISC Greater Boston Area Details
Michael Helm, CISA CISSP CRISC's Loomis, Sayles & Company Experience July 1994 - December 2000
Job Senior IT/IS Auditor at Federal Home Loan Bank of Boston
Industry Banking
Experience
Federal Home Loan Bank of Boston  December 2014 - Present
American Student Assistance  March 2006 - December 2014
Citizens Bank  May 2005 - December 2005
Jordans Furniture  December 2000 - May 2005
Loomis, Sayles & Company   July 1994 - December 2000

Skills
IT Audit, Internal Controls, Process Improvement, Risk Assessment, Internal Audit, Project Management, Auditing, Management, Security Audits, Enterprise Risk..., Risk Management

Education
Bryant College
BS

Quinnipiac University
BS

Calantha Lee, CFA Calantha Lee, CFA Boston, Massachusetts Details
Calantha Lee, CFA's Loomis, Sayles & Company Experience May 2011 - December 2012
Job Analyst at Wellington Management
Industry Investment Management
Experience
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)

Jacob Schulz Jacob Schulz Melrose, Massachusetts Details
Jacob Schulz's Loomis, Sayles & Company Experience September 2007 - Present
Job Senior Paralegal at Loomis, Sayles & Company
Industry Investment Management
Experience
Loomis, Sayles & Company   September 2007 - Present
Loomis, Sayles & Company   April 2006 - September 2007
EF Education First  September 2001 - July 2005
EF Education First  October 2000 - September 2001
EF Education First  February 1999 - October 2000
Christopher-Gordon Publishers   April 1996 - September 1998

Skills
Financial Services, Investment Management, Fixed Income, Equities, Microsoft Excel, Due Diligence, Derivatives, Lotus Notes, Microsoft Office, Microsoft Word, Mutual Funds, Bloomberg, Outlook, PowerPoint, Securities, Legal Compliance

Education
Bridgewater State College   1992 — 1996
Bachelor of Arts (B.A.), English Language and Literature, General

Katherine Godfrey Katherine Godfrey Boston, Massachusetts Details
Katherine Godfrey's Loomis, Sayles & Company Experience April 2015 - Present
Job Client Portfolio Analyst, Loomis Sayles
Industry Investment Management
Experience
Loomis, Sayles & Company   April 2015 - Present
Wellesley Investment Advisors, Inc.   July 2013 - April 2015
Wellesley Investment Advisors, Inc.   December 2012 - July 2013
Wellesley Investment Advisors, Inc.   October 2010 - December 2012
Wellesley Investment Advisors, Inc.   July 2009 - October 2010

Education
Bentley University   2006 — 2009
BS, Economics & Finance

Boston University
Graduate Certificate in Financial Planning, Financial Planning and Services

N. Beth Volk CFA N. Beth Volk CFA Baltimore, Maryland Area Details
N. Beth Volk CFA's Loomis, Sayles & Company Experience July 1985 - January 1991
Job Forensic Bookeeper at Advocates for Survivors of Torture and Trauma (ASTT)
Industry Financial Services
Experience
Advocates for Survivors of Torture and Trauma (ASTT)   March 2015 - Present
Catholic Relief Services  September 2014 - Present
Colleges and Universities  September 2005 - Present
V-LINC  September 2014 - February 2015
State of Maryland, Office of the Secretary of State   November 2009 - March 2014
Going Global: Survive Culture Shock   August 2003 - August 2005
Allied Investment Advisors (now Wilmington Trust Investment Advisors)   September 1996 - March 2002
Alex. Brown & Sons   January 1993 - September 1996
Loomis, Sayles & Company   July 1985 - January 1991
Aetna  June 1982 - July 1985

Skills
Nonprofits, Portfolio Management, Investments, Financial Analysis, International Relations, Program Management, Bonds, Fixed Income, Non-profits, Coaching, Strategic Planning, Corporate Bond Research, Strategic Leadership, Strategic Thinking, Mentoring Staff, Public Speaking, Intercultural Skills, Teaching and Training, Advocacy, Forecasting, Personal Financial..., Change Management, Team Facilitation, Victim Assistance, Governance, Compliance, Policy, Strategy, Research

Education
Notre Dame of Maryland University
MA, Teaching English to Speakers of Other Languages

American University
Graduate Certificate, Cross Cultural Communications

University of Virginia Darden School of Business
MBA, Finance

Gettysburg College
BA, Business Administration

Jessica Harrop Jessica Harrop Blackstone, Massachusetts Details
Jessica Harrop's Loomis, Sayles & Company Experience October 2014 - Present
Job Equity Operations Analyst at Loomis, Sayles & Company
Industry Financial Services
Experience
Loomis, Sayles & Company   October 2014 - Present
Brigham and Women's Hospital  May 2012 - October 2014
BNY Mellon  July 2008 - November 2011
Fidelity Investments  September 2007 - May 2008
State Street  August 2006 - August 2007

Skills
Process Improvement, Bloomberg, Securities, Mutual Funds, Portfolio Management, Investments, Corporate Actions, Trading, Cross-functional Team..., Training, Bonds

Education
Bryant University   2003 — 2006
BS, Business Administration; Financial Services

Blackstone Millville Regional   1999 — 2003
High School

Dennis Plato Dennis Plato Greater Boston Area Details
Dennis Plato's Loomis, Sayles & Company Experience April 2012 - April 2015
Job Appalachian Trail Hiker, Blogger, Formerly Finance
Industry Health, Wellness and Fitness
Experience
www.thebusquestion.com   September 2014 - Present
Loomis, Sayles & Company   April 2012 - April 2015
State Street  February 2009 - April 2012
Eastern Mountain Sports  September 2008 - December 2008
Bike & Build  January 2008 - July 2008

Education
Boston University - School of Management   2013 — 2013
Graduate Coursework

CFA Institute   2011 — 2013
Passed Level II of the Chartered Financial Analyst Program, Accounting and Finance

University of Massachusetts, Amherst
BBA, Business Management

University of Manchester - Manchester Business School
Exchange Semester, Fall 2006

Cory Murphy Cory Murphy Johnston, Rhode Island Details
Cory Murphy's Loomis, Sayles & Company Experience May 2012 - December 2012
Job FM Global
Industry Insurance
Experience
FM Global  December 2012 - Present
Loomis, Sayles & Company   May 2012 - December 2012
Advocates Inc  May 2011 - May 2012
FMGlobal  May 2010 - January 2011

Skills
VMware, Servers, System Administration, Windows, Windows Server, Powershell, Active Directory, Microsoft Exchange, Microsoft SQL Server, Networking, Windows 7, Operating Systems, Technical Support, SQL, Java, JavaScript, Microsoft Office, Visual Basic, Infrastructure, vSphere, Disaster Recovery, HTML, VBScript, Software Documentation, SCOM, SCCM, Windows XP, Citrix, Virtualization, Cryptography, Public Key Cryptography, Security, Information Security

Education
Bryant University   2008 — 2012
Bachelor of Science, Information Technology

Medway High School   2004 — 2008

Ted Cahill Ted Cahill Boston, Massachusetts Details
Ted Cahill's Loomis, Sayles & Company Experience June 2014 - Present
Job Portfolio Analyst at Loomis, Sayles & Company
Industry Investment Management
Experience
Loomis, Sayles & Company   June 2014 - Present
Loomis, Sayles & Company   May 2011 - June 2014
UBS Wealth Management  August 2010 - January 2011

Skills
Bloomberg, Fixed Income, Capital Markets, High Yield Bonds, Asset Management, FactSet, Equities, Leadership, Finance, Corporate Finance, Institutional Relations, Business Development, Investments

Education
Boston College - Wallace E. Carroll Graduate School of Management   2014 — 2017
Master of Business Administration (M.B.A.), Asset Management

College of Charleston   2007 — 2010
BS, Business Administration, Finance

Rachel Kingsbury Rachel Kingsbury Greater Boston Area Details
Rachel Kingsbury's Loomis, Sayles & Company Experience 1997 - 1997
Job Coordinator
Industry Higher Education
Experience
Harvard University  2015 - Present
Harvard University  2013 - 2014
Multiple  2011 - 2013
Massachusetts General Hospital  2010 - 2011
Massachusetts General Hospital  2006 - 2010
Independent Music Industry   2006 - 2009
Kid One Transport  2006 - 2006
Loomis, Sayles & Company   1997 - 1997

Skills
Nonprofits, Event Planning, Fundraising, Microsoft Office, Customer Service, Microsoft Word, Volunteer Management, Community Outreach, Outlook, Writing, Editing, Drupal, Oracle Financials, Higher Education, Calendaring, Scheduling, Database Maintenance, Access, Student Outreach, Hospitals, OpenScholar Web Design, Supervisory Skills, File Management, Personal Care Services, Conference Support, Grants Coordination, Social Media, Patient Service, EMR, Project Work, Website Updating, Liaison, Program Support, Committees, Executive Support, Administrative..., Receptionist Duties, Reception Areas, Confidentiality, Diverse Groups Of People, Accreditation Review..., Collaborative..., Organization Skills, Sensitive Information, Music Publicity

Education
Emerson College
Bachelor of Science (B.S.), Communication Studies: Public Relations

Boston University - Metropolitan College   2011 — 2011
Certificate, Paralegal Studies, A

Boston Latin Academy
High School

Mary Beth Boyle Mary Beth Boyle Greater Boston Area Details
Mary Beth Boyle's Loomis, Sayles & Company Experience March 2014 - Present
Job Marketing Analyst at Loomis, Sayles & Company
Industry Financial Services
Experience
Loomis, Sayles & Company   March 2014 - Present

Education
Boston College - Carroll School of Management   2012 — 2015
Master of Business Administration (M.B.A.)

Wake Forest University School of Business   2008 — 2009
MA, Management

Wake Forest University   2004 — 2008
Bachelor of Arts, Political Science & Communications

Thu Tran Thu Tran Boston, Massachusetts Details
Thu Tran's Loomis, Sayles & Company Experience June 2015 - Present
Job Fixed Income Operations Analyst at Loomis, Sayles & Company
Industry Financial Services
Experience
Loomis, Sayles & Company   June 2015 - Present
Yale Appliance and Lighting  June 2014 - September 2015
Phonathon  September 2011 - May 2015
Action for Boston Community Development  June 2013 - August 2014
State Street  June 2011 - August 2011
State Street  July 2010 - August 2010
Boston Financial Data Services  July 2009 - August 2009

Skills
Microsoft Office, PowerPoint, Microsoft Word, Leadership, Public Speaking, Entrepreneurship, Fundraising, Marketing, Customer Service, Event Planning, Social Networking, Social Media, Research, Facebook, Market Research

Education
Babson College   2011 — 2015
Bachelor of Science (B.S.), Supply Chain Management

Boston Latin School   2005 — 2011
High School Diploma

Michael A. Trudeau Michael A. Trudeau Greater Boston Area Details
Michael A. Trudeau's Loomis, Sayles & Company Experience January 2015 - May 2015
Job Product Strategy and Operations Associate at Forrester Research
Industry Research
Experience
Forrester Research  June 2015 - Present
Massachusetts Student Veteran Advisory Board   September 2012 - Present
Loomis, Sayles & Company   January 2015 - May 2015
MediaVue Systems  January 2014 - October 2014
Hirepurpose  May 2013 - August 2013
Student Veterans of America  June 2012 - May 2013
Kostas Institute for Homeland Security   June 2012 - December 2012
Massachusetts State House  May 2010 - August 2010
United States Navy  May 2004 - May 2009

Skills
Government, Public Speaking, Research, National Security, Leadership, Public Policy, Political Science, Policy, International Relations, Community Outreach, Program Management, Politics, Project Management, Military, Social Media, Analysis, Foreign Policy, Conflict Resolution, Strategic Leadership, Policy Analysis, Security Clearance, Fundraising, Wordpress, Writing, Strategic Negotiations, Intelligence, Strategic Communications, Homeland Security, Nonprofits, Defense, Organizational..., Legislative Relations, Diplomacy, Leadership Development, Management, Hootsuite, Market Research, Bloomberg Terminal, Tableau, Strategic Data Analysis, Microsoft Project

Education
D'Amore-McKim School of Business at Northeastern University   2015 — 2018
Master of Business Administration (M.B.A.), International Business/Trade/Commerce

Boston University Questrom School of Business   2014 — 2014
Masters of Business Adminstration, PEMBA

Harvard Extension School   2013 — 2013
Graduate Certificate, Strategic Management

Northeastern University   2010 — 2013
Bachelor of Science in International Political Economy, Transatlantic Relations Security Studies

Bunker Hill Community College   2009 — 2010
55 Semester hours complete towards AA, History / Government

Plymouth South High School   1998 — 2002
Computer Science Certificate, Computer Science

Blake Clinton Blake Clinton Boston, Massachusetts Details
Blake Clinton's Loomis, Sayles & Company Experience February 2015 - Present
Job Fixed Income Operations Analyst at Loomis, Sayles & Company
Industry Financial Services
Experience
Loomis, Sayles & Company   February 2015 - Present
Farmington Capital Partners   June 2014 - November 2014
Fishers Island Country Club   June 2014 - October 2014
International Fidelity Insurance Company  May 2013 - August 2013

Skills
Financial Accounting, Financial Modeling, Budgeting, Estimation, Marketing, Strategic Planning, Cash Flow Management, Profit and Loss, Digital Media, Business Analytics, Data Analytics, Client Services, Bloomberg Software

Education
Bentley University   2011 — 2014
Bachelor of Applied Science (BASc), Economics - Finance

Avon Old Farms   2006 — 2010
High School Diploma

Niles Turner Niles Turner New York, New York Details
Niles Turner's Loomis, Sayles & Company Experience May 2011 - August 2011
Job Web Developer
Industry Information Technology and Services
Experience
General Assembly  September 2015 - Present
General Assembly  May 2015 - August 2015
Pernod Ricard USA  February 2014 - May 2015
Pernod Ricard Americas  January 2013 - January 2014
Babson College Fund  May 2011 - April 2012
Social Venture Partners Rhode Island  September 2011 - December 2011
Loomis, Sayles & Company   May 2011 - August 2011
Auerbach Grayson  June 2010 - August 2010
Guide By Cell  June 2009 - August 2009

Skills
JavaScript, Ruby, PHP, jQuery, HTML, CSS, AngularJS, Node.js, Wordpress, MongoDB, PostgreSQL, Ruby on Rails, Responsive Web Design, Web Design, Python, Photoshop, Finance, Investments, Market Research, Bloomberg Terminal, Social Media, Financial Analysis, Entrepreneurship, Portfolio Management, Microsoft Office, Valuation, Leadership, Management, Strategy, Equities, PowerPoint

Education
Babson College   2009 — 2012
Bachelor of Science in Business Management, Finance, Economics

General Assembly   2015 — 2015
Web Development Immersive

Kristen McGrane Kristen McGrane Greater Boston Area Details
Kristen McGrane's Loomis, Sayles & Company Experience April 2015 - Present
Job Fixed Income Operations Analyst at Loomis, Sayles & Company
Industry Financial Services
Experience
Loomis, Sayles & Company   April 2015 - Present
State Street Bank  January 2013 - April 2015
State Street Bank  August 2012 - January 2013
State Street Bank  June 2011 - August 2012
Bryant University  September 2009 - May 2011
United Natural Foods  June 2010 - August 2010
Bryant University Economics Department   September 2008 - December 2008

Skills
ETFs, Fixed Income, Fund Accounting, Bloomberg, Financial Services, Microsoft Excel, Corporate Finance, Bloomberg Terminal, Financial Analysis, Financial Modeling, Accounting, Mutual Funds, Financial Reporting, Equities

Education
Bryant University   2007 — 2011
Business Administration, Accounting, Communication

Stacy Pires Stacy Pires Boston, Massachusetts Details
Stacy Pires's Loomis, Sayles & Company Experience June 2013 - August 2013
Job .
Industry
Experience
Bentley University  September 2014 - Present
Bred Gourmet   April 2014 - Present
Macy's  July 2014 - August 2014
Cape-Verdean Adult Day Care Center   September 2012 - March 2014
Loomis, Sayles & Company   June 2013 - August 2013
Boys & Girls Clubs of Boston  July 2012 - August 2012
Camp Harbor View  June 2011 - August 2011
Health and Disability Research Institute   June 2010 - August 2010

Skills
I have a great deal of..., Fluent in Cape-Verdean..., Microsoft Word, Microsoft Excel, PowerPoint

Education
Bentley University   2014 — 2018
Bachelor's Degree, Freshman

Harrison Ameen Harrison Ameen Greater Boston Area Details
Harrison Ameen's Loomis, Sayles & Company Experience June 2015 - Present
Job Credit Research Assistant at Loomis, Sayles & Company
Industry Financial Services
Experience
Loomis, Sayles & Company   June 2015 - Present
MFS Investment Management  June 2014 - August 2014
MFS Investment Management  June 2013 - August 2013
Wells Fargo Advisors  March 2013 - May 2013
MFS Investment Management  June 2012 - August 2012

Education
Bentley University   2011 — 2015
Bachelor of Science (B.S.), Finance

Andover High School   2007 — 2011

Bryan Hazelton, CFA Bryan Hazelton, CFA Boston, Massachusetts Details
Bryan Hazelton, CFA's Loomis, Sayles & Company Experience October 2011 - Present
Job Senior Investment Analyst at Loomis, Sayles & Company
Industry Investment Management
Experience
Loomis, Sayles & Company   October 2011 - Present
Hartford Investment Management  August 2010 - September 2011
Hartford Investment Management  June 2009 - August 2010

Education
Bentley University   2004 — 2008
Bachelor of Science, Corporate Finance and Accounting

RMIT University   2007 — 2007
Continuation of Corporate Finance and Accounting Degree, Semester Abroad 2007

The London School of Economics and Political Science (LSE)   2006 — 2006
Continuation of Corporate Finance and Accounting Degree, Summer Abroad 2006

Franklin Pierce University   2004 — 2005
Management, Transferred to Bentley University Fall 2005

Jason Yum Jason Yum Greater Boston Area Details
Jason Yum's Loomis, Sayles & Company Experience June 2014 - Present
Job Research Associate at Loomis Sayles
Industry Financial Services
Experience
Loomis, Sayles & Company   June 2014 - Present
Trillium Trading, LLC  July 2011 - July 2013
Barclays Capital  June 2010 - August 2010

Skills
Finance, Trading, Equities, Financial Modeling, Valuation, Fixed Income, Equity Research, Financial Analysis, Portfolio Management

Education
Massachusetts Institute of Technology - Sloan School of Management   2013 — 2014
MFin, Master of Finance

Brown University   2007 — 2011
Sc.B., Applied Mathematics: Economics

Seoul National University   2008 — 2008
International Summer Institute, Economics

Tyler Silvey Tyler Silvey Reading, Massachusetts Details
Tyler Silvey's Loomis, Sayles & Company Experience October 2014 - Present
Job Associate Settlements Administrator at Loomis, Sayles & Company
Industry
Experience
Loomis, Sayles & Company   October 2014 - Present
Massachusetts Port Authority  June 2013 - August 2013
Massachusetts Laborers' Benefit Funds   June 2010 - August 2012

Skills
Management, Microsoft Excel, Finance, Accounts Payable, Accounts Receivable

Education
Bates College   2010 — 2014
Economics

Benjamin Saul Benjamin Saul Washington D.C. Metro Area Details
Benjamin Saul's Loomis, Sayles & Company Experience 1997 - 1999
Job Partner | Financial Services Attorney at Goodwin Procter LLP
Industry Law Practice
Experience
Goodwin Procter LLP  October 2013 - Present
BuckleySandler LLP  2009 - October 2013
Skadden Arps  2003 - 2009
Court of Appeals, District of Columbia   2002 - 2003
Akin Gump Strauss Hauer & Feld LLP  2001 - 2001
Loomis, Sayles & Company   1997 - 1999

Skills
Civil Litigation, Class Actions, Litigation, Securities Regulation, Banking Law, Securities Litigation, Privacy Law, Consumer Law, White Collar Criminal..., Corporate Governance, Corporate Law, Government, Commercial Litigation, FCPA, Legal Research, Competition Law, Banking, Regulatory Examinations, Courts, Arbitration, Bank Director & Officer..., Legal Writing, Appeals, UDAP, Government Enforcement, Troubled Banks, Bankruptcy Trustee, CFPB, Fair Lending, Student Lending and...

Education
American University, Washington College of Law   1999 — 2002
J.D., Law

University of Pennsylvania   1993 — 1997
B.A.

Derek Tawa Derek Tawa Greater Boston Area Details
Derek Tawa's Loomis, Sayles & Company Experience April 2014 - August 2015
Job Associate Director, Sales Practice Compliance at Babson Capital Management
Industry Financial Services
Experience
Babson Capital Management  August 2015 - Present
Loomis, Sayles & Company   April 2014 - August 2015
Natixis Global Asset Management  June 2005 - April 2014
MetLife  September 2004 - June 2005
New England Securities  April 2002 - August 2004

Skills
Series 7, Mutual Funds, Securities, Investments, Series 24, Alternative Investments, Asset Managment, Asset Allocation, ETFs, Equities, FINRA, Financial Services, Fixed Income, Hedge Funds, Investment Advisory, Risk Management, Wealth Management, Asset Management

Education
Bryant College   1993 — 1997
B.S., Marketing

James Duong James Duong Greater New York City Area Details
James Duong's Loomis, Sayles & Company Experience June 2013 - September 2013
Job Senior Corporate Finance Analyst
Industry Financial Services
Experience
Castle Island Partners   March 2014 - August 2014
Bentley University  December 2010 - May 2014
Loomis, Sayles & Company   June 2013 - September 2013
Bentley Men's Rugby   January 2012 - January 2013
Sogo Fusion Lounge   June 2011 - January 2013

Skills
Corporate Finance, Microsoft Excel, Guitar, Financial Analysis

Education
Bentley University   2010 — 2014
Bachelor of Science (BS), Corporate Finance and Accounting

The University of Hong Kong   2013 — 2013
Finance

London School of Economics and Political Science   2012 — 2012

R. Amory Thorndike, CFA R. Amory Thorndike, CFA Sutton, Massachusetts Details
R. Amory Thorndike, CFA's Loomis, Sayles & Company Experience April 2012 - March 2015
Job Business Development Manager at VDCI
Industry Environmental Services
Experience
Vector Disease Control International  April 2015 - Present
Loomis, Sayles & Company   April 2012 - March 2015
Aureus Asset Management   June 2008 - March 2012
Housatonic Partners   March 2005 - February 2007

Skills
Financial Modeling, Equity Valuation, Trading, Investments, Research, Valuation, Portfolio Management, Securities, Analysis, Equity Research, Excel, Equities, Modeling, Asset Management, Financial Analysis, DCF, Bloomberg

Education
Boston University Questrom School of Business   2004 — 2008
BSBA, Finance

Needham High School   2000 — 2004

Kristy Hergrueter Kristy Hergrueter Greater Boston Area Details
Kristy Hergrueter's Loomis, Sayles & Company Experience March 2015 - Present
Job Product Management Analyst at Loomis, Sayles & Company
Industry Financial Services
Experience
Loomis, Sayles & Company   March 2015 - Present
Loomis, Sayles & Company, L.P.   November 2012 - February 2015
New England Private Wealth Advisors, LLC   July 2010 - November 2012
New England Private Wealth Advisors, LLC   September 2008 - May 2010
Kinderhook Bank  May 2008 - January 2009

Education
Bentley University   2006 — 2010
Bachelor of Science, Finance, Quantitative Perspectives, Global Studies

RMIT   2007 — 2007
Study Abroad, Business

Jeffrey DeVeau Jeffrey DeVeau Boston, Massachusetts Details
Jeffrey DeVeau's Loomis, Sayles & Company Experience August 2007 - Present
Job RFP Team Leader at Loomis, Sayles & Company, L.P
Industry Investment Management
Experience
Loomis, Sayles & Company   August 2007 - Present
MFS Investment Management  March 2006 - August 2007
MFS Investment Management  March 2005 - March 2006
MFS Investment Management  April 2003 - March 2005
MFS Investment Management  December 2000 - April 2003
Ameriprise Financial Services, Inc.   June 2000 - November 2000

Skills
Microsoft Office 2007, RFP Machine, PMAPS, Factset, FundStation/Perform, RFP, Investments, Proposal Writing, Portfolio Management, Mutual Funds, Marketing Communications, Project Management, Organization &..., Investment Management, Management, Relationship Management, Alternative Investments, Hedge Funds, Fixed Income, Asset Management, Financial Services, Finance, Securities, Equities, Microsoft Office

Education
Suffolk University: Sawyer Business School   2003 — 2006
Master of Business Administration (M.B.A.), Organizational Behavior

Boston University   1996 — 2000
Bachelor of Science, Business Administration; Finance

Sandra Tichenor Sandra Tichenor San Francisco Bay Area Details
Sandra Tichenor's Loomis, Sayles & Company Experience January 1996 - July 2003
Job Experienced CEO & Board Advisor and Board Member Available to Serve On Boards
Industry Investment Management
Experience
Tichenor Consulting   September 2010 - December 2013
Newport Board Group  March 2013 - October 2013
ReGroup, LLC  January 2013 - March 2013
Nuveen Investments  May 2007 - August 2010
Loomis, Sayles & Company   January 1996 - July 2003
Investment Adviser Association  January 1996 - July 2003
Heller Ehrman  1983 - December 1995
United States Securities and Exchange Commission  1978 - 1982

Skills
Asset Management, Mutual Funds, Business Strategy, Leadership, Management, Investments, Mergers & Acquisitions, Strategy, Private Equity, Executive Management, Venture Capital, Alternative Investments

Education
Antioch University   1975 — 1978
Doctor of Law (J.D.)

University of Missouri-Columbia
Master of Arts (MA), Sociology/Demography

University of Missouri-Columbia
Bachelor of Arts (B.A.) with honors, Political Science

Cory Brannigan Cory Brannigan Wellesley Hills, Massachusetts Details
Cory Brannigan's Loomis, Sayles & Company Experience June 2015 - Present
Job Risk Data Research Analyst at Loomis, Sayles & Company
Industry Financial Services
Experience
Loomis, Sayles & Company   June 2015 - Present
Alpha Pension Group   March 2014 - January 2015
Town of Wellesley  May 2013 - August 2013
Vector Marketing  May 2013 - June 2013
Magic Beans  November 2011 - August 2012
Town of Wellesley  June 2011 - August 2012

Skills
Internet Research, Microsoft Excel, Communication, Budgeting, Organizational..., Finance, Public Speaking, Microsoft Word

Education
Bentley University   2012 — 2016

Kerry Dwyer Matchak Kerry Dwyer Matchak Greater Boston Area Details
Kerry Dwyer Matchak's Loomis, Sayles & Company Experience 2015 - Present
Job Client Services & Marketing Professional
Industry Financial Services
Experience
Loomis, Sayles & Company   2015 - Present
Natixis Global Asset Management  2013 - 2015
BNP Paribas  2011 - 2013
U.S. Boston Capital Corp   2009 - 2011
MFS Investment Management  2003 - 2009

Education
Boston University - School of Management   2007 — 2009
Graduate School of Business

The Catholic University of America   1999 — 2003
BS, Business

Notre Dame Academy - Hingham   1995 — 1999

Devon McKenna Devon McKenna Greater Boston Area Details
Devon McKenna's Loomis, Sayles & Company Experience October 2014 - Present
Job VP, Global Bond and FX Trader at Loomis, Sayles & Company
Industry Investment Management
Experience
Loomis, Sayles & Company   October 2014 - Present
Loomis, Sayles & Company   February 2012 - Present
Loomis, Sayles & Company   March 2010 - February 2012
Loomis, Sayles & Company   February 2007 - March 2010
MFS Investment Management  2006 - 2007

Skills
Fixed Income, Bloomberg, Asset Management, Mutual Funds, Alternative Investments, Financial Modeling, Trading, Portfolio Management, Investment Management, Equities, Securities

Education
Boston College - Wallace E. Carroll Graduate School of Management   2009 — 2011
MBA

Bentley University   2002 — 2006
B.S., Finance, Information Technology

Brian Zajac Brian Zajac Greater Boston Area Details
Brian Zajac's Loomis, Sayles & Company Experience July 2015 - Present
Job VP, Director of Operational Risk Management at Loomis Sayles & Company L.P.
Industry Investment Management
Experience
Loomis, Sayles & Company   July 2015 - Present
Loomis Sayles & Company L.P.   May 2010 - July 2015
Fortis Investment Management   June 2008 - May 2010
BNP Paribas Investment Partners  2010 - 2010
Fortis Investments  September 2006 - June 2008
Fortis Investments  July 2003 - November 2006
Schwab Capital Markets  July 2000 - July 2002

Skills
Equities, Fixed Income, Financial Risk

Education
Bentley College - Elkin B. McCallum Graduate School of Business   2002 — 2003
Masters, Global Finance

Bentley University   1998 — 2000
Finance

Saint Bonaventure University   1996 — 1998
Finance

Olivier Diolosa, CFA Olivier Diolosa, CFA Greater Boston Area Details
Olivier Diolosa, CFA's Loomis, Sayles & Company Experience March 2014 - Present
Job Vice President, Senior Global Investment Analyst at Loomis, Sayles & Company
Industry Investment Management
Experience
Loomis, Sayles & Company   March 2014 - Present
Loomis, Sayles & Company   March 2013 - Present
Loomis, Sayles & Company   March 2011 - February 2013
Loomis, Sayles & Company   November 2009 - March 2011
Loomis, Sayles & Company   July 2006 - November 2009

Skills
Mutual Funds, Hedge Funds, Financial Modeling, Portfolio Management, Bloomberg Terminal, Fixed Income, Bloomberg, Asset Management, Equities, Alternative Investments, Securities, Derivatives, Investment Management, Equity Research

Education
CFA Institute-Regular Member   2007 — 2009

Suffolk University - Sawyer Business School   2004 — 2005
MBA

Aix-Marseille Université   2002 — 2004
Bachelor's degree, International Finance

Igor Girello Moreira Chan, CFA Igor Girello Moreira Chan, CFA Boston, Massachusetts Details
Igor Girello Moreira Chan, CFA's Loomis, Sayles & Company Experience March 2013 - Present
Job
Industry Financial Services
Experience
Loomis, Sayles & Company   March 2013 - Present

Education
Bentley University   2008 — 2009
Masters in Science

Bentley University   2004 — 2008
Bachelor of Science

Copenhagen Business School   2006 — 2006

The London School of Economics and Political Science (LSE)   2005 — 2005

Escola Americana de Campinas   1989 — 2004
Elementary/Middle/High School

Peter Sheehan Peter Sheehan Greater Boston Area Details
Peter Sheehan's Loomis, Sayles & Company Experience April 2014 - Present
Job Senior Analyst, Convertible Bonds and Special Situations at Loomis, Sayles & Company
Industry Investment Management
Experience
Loomis, Sayles & Company   April 2014 - Present

Education
Boston College - Wallace E. Carroll Graduate School of Management   2010 — 2012
MBA, Investment Management

Vanderbilt University   2002 — 2006
BA, Economics, Financial Economics

Chaminade College Preparatory   1996 — 2002
High School

Ivelina Luckens Ivelina Luckens Greater Boston Area Details
Ivelina Luckens's Loomis, Sayles & Company Experience August 2013 - Present
Job VP, Market Intelligence at Loomis, Sayles & Company
Industry Investment Management
Experience
Loomis, Sayles & Company   August 2013 - Present
Fidelity Investments  January 2013 - August 2013
Fidelity Investments  May 2011 - January 2013
Pyramis Global Advisors  May 2008 - May 2011
The Asaba Group   October 2005 - December 2007

Skills
Market Research, Industry Analysis, Competitive Intelligence, Asset Managment, Asset Allocation..., Project Management, Competitive Analysis, Business Strategy, Asset Management, Strategic Planning, Leadership, Consulting, Portfolio Management, Business Planning, Strategy, Analytics, Investments

Education
Babson College - Franklin W. Olin Graduate School of Business   2008 — 2010
MBA

University of Economics-Varna   1997 — 2001
B.S., Management

The Tuck School of Business at Dartmouth
Executive Education

Matt Spiegel Matt Spiegel Greater Boston Area Details
Matt Spiegel's Loomis, Sayles & Company Experience August 2015 - Present
Job Vice President/Analyst at Loomis, Sayles & Company
Industry Investment Management
Experience
Loomis, Sayles & Company   August 2015 - Present
Evermore Global Advisors   January 2010 - July 2015
Boston Securities Analyst Society   June 2009 - June 2012
K Capital Partners  June 2008 - 2009
Deutsche Asset Management  June 2007 - August 2007
Arrowstreet Capital  2003 - 2006

Education
Massachusetts Institute of Technology - Sloan School of Management   2006 — 2008

Boston College   1997 — 2001

Canton High School

Gregory Schantz, CFA Gregory Schantz, CFA Greater Boston Area Details
Gregory Schantz, CFA's Loomis, Sayles & Company Experience March 2013 - Present
Job Research Analyst at Loomis, Sayles & Company
Industry Investment Management
Experience
Loomis, Sayles & Company   March 2013 - Present
Loomis, Sayles & Company   August 2010 - February 2013
Fidelity Investments  June 2006 - July 2010

Education
Boston University Graduate School of Management
Master of Business Administration (MBA)

Bentley University
Bachelor of Science (BS)

Molly Giffen Molly Giffen Greater Boston Area Details
Molly Giffen's Loomis, Sayles & Company Experience May 2014 - Present
Job Vice President, Consultant Relations at Loomis, Sayles & Company
Industry Financial Services
Experience
Loomis, Sayles & Company   May 2014 - Present
Janus Capital Group  November 2012 - April 2014
Lee Munder Capital Group  October 2008 - November 2012
Pioneer Investments  August 2005 - September 2008
Blackrock  January 2005 - July 2005
State Street Research  March 1998 - January 2005
State Street Global Advisors  August 1995 - February 1998

Education
Bates College   1991 — 1995
BA, Russian and Economics

Masconomet High School

Zachary South Zachary South Greater Boston Area Details
Zachary South's Loomis, Sayles & Company Experience September 2012 - Present
Job Research Analyst at Loomis, Sayles & Company
Industry Investment Management
Experience
Loomis, Sayles & Company   September 2012 - Present
Loomis, Sayles & Company   June 2010 - August 2012
Orchard Brands  February 2009 - June 2010
Avery Dennison  August 2006 - February 2009
Avery Dennison  August 2004 - August 2006

Skills
Financial Modeling, Financial Analysis, Corporate Finance, Bloomberg, Valuation, Finance, Investments, Strategic Financial..., Financial Reporting, Portfolio Management, Equities, Due Diligence, Mergers, Asset Managment, Forecasting, Private Equity, Fixed Income, Hedge Funds, Accounting, Alternative Investments, Asset Allocation

Education
Boston College - Wallace E. Carroll Graduate School of Management   2008 — 2010
MBA, Finance

Boston College - Wallace E. Carroll Graduate School of Management   2007 — 2010
Master of Science in Finance, Capital Markets

Bowling Green State University   2000 — 2004
BS, Finance

Bruce Picard, CFA Bruce Picard, CFA Greater Boston Area Details
Bruce Picard, CFA's Loomis, Sayles & Company Experience 1993 - 2005
Job Chief Investment Officer Asset Allocation
Industry Investment Management
Experience
MassMutual Financial Group  May 2005 - Present
Loomis, Sayles & Company   1993 - 2005

Skills
Investments, Mutual Funds, Investment Strategies, Retirement Planning, Investment Advisory, Asset Management, Asset Allocation, Series 7, Alternative Investments, Investment Management, Series 63, Portfolio Management, Wealth Management, Securities, Equities

Education
Boston College - Wallace E. Carroll Graduate School of Management   2008 — 2012
MBA, MSF

Boston College   1987 — 1991
BA, Economics & History

Orla O'Brien Orla O'Brien Greater Boston Area Details
Orla O'Brien's Loomis, Sayles & Company Experience November 2013 - Present
Job Media Associate at Loomis, Sayles & Company
Industry Financial Services
Experience
Loomis, Sayles & Company   November 2013 - Present

Education
Boston University - School of Management   2010 — 2013
MBA

Saint Michael's College   2002 — 2006
BA

Kara (McLucas) Tierney Kara (McLucas) Tierney Greater Boston Area Details
Kara (McLucas) Tierney's Loomis, Sayles & Company Experience September 2008 - September 2013
Job PMT
Industry Financial Services
Experience
Income Research + Management  June 2014 - Present
State Street  December 2013 - June 2014
Loomis, Sayles & Company   September 2008 - September 2013
Wellington Management  August 2005 - September 2008
Robeco  June 2004 - July 2005
Boston Partners Asset Management  August 2001 - June 2004
Boston Partners Asset Management  April 2001 - August 2001
Putnam Investments  1998 - 2001
Putnam Investments  1998 - 1999
Putnam Investments  1997 - 1998

Skills
Mutual Funds, Financial Services, Marketing Communications, Equities, Relationship Management, Marketing Strategy, Marketing, Cross-functional Team..., Leadership, Project Management, Product Marketing, Management, Process Improvement, Business Development, CRM, Investments, Asset Management

Education
Boston College - Wallace E. Carroll Graduate School of Management   2008 — 2013
MBA

Boston College   1990 — 1994
BA

Winchester High School   1986 — 1990

Heather (Kearney) Ridill, CFA Heather (Kearney) Ridill, CFA Boston, Massachusetts Details
Heather (Kearney) Ridill, CFA's Loomis, Sayles & Company Experience April 2015 - Present
Job Global Credit Analyst at Loomis Sayles
Industry Investment Management
Experience
Loomis, Sayles & Company   April 2015 - Present
Loomis, Sayles & Company   September 2012 - April 2015
Loomis, Sayles & Company   January 2009 - September 2012
Loomis, Sayles & Company   April 2007 - January 2009
Merrill Lynch  March 2006 - April 2007

Education
Boston College - Wallace E. Carroll Graduate School of Management   2009 — 2011
MBA

Fordham University   2001 — 2005
Bachelor of Arts (BA)

Needham High School

Christopher Carda Christopher Carda Greater Boston Area Details
Christopher Carda's Loomis, Sayles & Company Experience June 2010 - August 2010
Job Project Coordinator at Wellington Management
Industry Information Technology and Services
Experience
Wellington Management  February 2014 - June 2015
Massachusetts Financial Services  August 2011 - January 2014
Abt Associates  April 2011 - July 2011
Lowell Public Schools  February 2011 - February 2011
SumTotal Systems  September 2010 - December 2010
Loomis, Sayles & Company   June 2010 - August 2010
Best Doctors  June 2007 - March 2009
Fidelity Investments  October 2000 - May 2007
Autologic  January 1998 - January 2000

Skills
Process Improvement, Project Management, Business Analysis, Leadership, Management, IT Operations, SDLC, Cross-functional Team..., PMP, Project Planning, Risk Management, Requirements Gathering, Disaster Recovery, Analysis, Troubleshooting

Education
Babson College - Franklin W. Olin Graduate School of Business   2010 — 2012
MBA

University of Massachusetts Lowell   2009 — 2009
Graduate Certificate, Project Management

Boston University   2006 — 2007
Computer Science

Beloit College   1989 — 1994
Bachelor of Arts, Philosophy

Priti Kapoor Priti Kapoor Greater Minneapolis-St. Paul Area Details
Priti Kapoor's Loomis, Sayles & Company Experience 2009 - Present
Job Fixed Income Operations Analyst
Industry Financial Services
Experience
Loomis Sayles & Co  November 2009 - Present
Loomis, Sayles & Company   2009 - Present
State Street  January 2009 - November 2009
State Street  September 2007 - December 2008

Skills
Account Reconciliation, Accounting, Bloomberg, Derivatives, Equities, Finance, Fixed Income, Investments, Mutual Funds, Portfolio Management, Risk Management, Vendor Management, Business Analysis, Trading, Process Improvement, Financial Modeling, Financial Services, Financial Analysis, Project Management

Education
Boston University   2003 — 2007
BA, Political Science/ International Relations

Shephali Sardinha Shephali Sardinha Greater Boston Area Details
Shephali Sardinha's Loomis, Sayles & Company Experience June 2010 - Present
Job Vice President, Fixed Income Product Manager at Loomis, Sayles & Company
Industry Investment Management
Experience
Loomis, Sayles & Company   June 2010 - Present
Wellington Management  August 1999 - May 2010

Skills
Fixed Income, Equities, Portfolio Management, Asset Management, Alternative Investments

Education
Boston University Questrom School of Business   1998 — 2002

Bentley University   1991 — 1995
BS, Finance

Christina Scully Christina Scully Greater Boston Area Details
Christina Scully's Loomis, Sayles & Company Experience May 2014 - Present
Job Credit Research Analyst at Loomis, Sayles & Company
Industry Investment Management
Experience
Loomis, Sayles & Company   May 2014 - Present
Putnam Investments  1998 - 2012
Putnam Investments  1993 - 1996

Skills
Hedge Funds, Bonds, Bloomberg, Asset Allocation, Investments, Credit Risk, Portfolio Management, Fixed Income, Alternative Investments, Equities, Financial Services, Mutual Funds, Finance, Leveraged Finance

Education
Stanford University Graduate School of Business   1996 — 1998
MBA

Boston University
BA, Economics

Andrea DiCenso Andrea DiCenso Greater Boston Area Details
Andrea DiCenso's Loomis, Sayles & Company Experience May 2013 - Present
Job VP, Portfolio Manager & Senior Absolute Strategies Analyst at Loomis, Sayles & Company
Industry Investment Management
Experience
Loomis, Sayles & Company   May 2013 - Present
Loomis, Sayles & Company   February 2012 - Present
Loomis, Sayles & Company   June 2009 - May 2013
Loomis, Sayles & Company   June 2006 - June 2009
Fidelity Investments  June 2003 - June 2006

Education
Northeastern University - Graduate School of Business Administration   2008 — 2011
MBA, Finance

Bentley University   1999 — 2003
B.S., Finance

Scott A. Darci, CFA Scott A. Darci, CFA Greater Boston Area Details
Scott A. Darci, CFA's Loomis, Sayles & Company Experience January 2014 - Present
Job Vice President, Senior Investment Analyst at Loomis, Sayles & Company
Industry Financial Services
Experience
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

Josh Palazola Josh Palazola Greater Boston Area Details
Josh Palazola's Loomis, Sayles & Company Experience March 2013 - Present
Job Credit Research Analyst at Loomis, Sayles & Company
Industry Investment Management
Experience
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

Kent Lam, CFA Kent Lam, CFA Greater Boston Area Details
Kent Lam, CFA's Loomis, Sayles & Company Experience January 2006 - August 2010
Job Global Portfolio Analyst at Loomis Sayles
Industry Investment Management
Experience
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

Jeffrey C. Petherick, CFA Jeffrey C. Petherick, CFA Greater Detroit Area Details
Jeffrey C. Petherick, CFA's Loomis, Sayles & Company Experience September 1990 - December 1999
Job Partner at NorthPointe Capital
Industry Investment Management
Experience
NorthPointe Capital  January 2000 - Present
Loomis, Sayles & Company   September 1990 - December 1999
Masco Corporation  June 1985 - September 1990

Skills
Equities, Investments, Asset Management, Equity Research, Valuation, Portfolio Management, Financial Modeling, Hedge Funds, Mutual Funds, Bloomberg, Equity Valuation, Financial Analysis, Capital Markets

Education
University of Michigan - Stephen M. Ross School of Business   1986 — 1989
MBA, Investment Finance

Albion College   1981 — 1985
BA, Economics, History

Ryan Yackel Ryan Yackel Boston, Massachusetts Details
Ryan Yackel's Loomis, Sayles & Company Experience June 2013 - Present
Job Vice President, Analyst at Loomis, Sayles & Company
Industry Investment Management
Experience
Loomis, Sayles & Company   June 2013 - Present
John Hancock Financial Services  July 2008 - April 2011
John Hancock Financial Services  July 2006 - July 2008

Skills
Bloomberg, High Yield, Investment Grade, FACTSET, Financial Modeling, Bonds, Data Analysis, Finance

Education
University of Michigan - Stephen M. Ross School of Business   2011 — 2013
MBA

Boston College - Carroll School of Management   2002 — 2006
Bachelor Science, Finance

Alex Galperin, CFA Alex Galperin, CFA Greater Boston Area Details
Alex Galperin, CFA's Loomis, Sayles & Company Experience August 2011 - Present
Job Equity Analyst Small/SMID Cap Growth | Loomis Sayles & Co.
Industry Financial Services
Experience
Loomis, Sayles & Company   August 2011 - Present
Fidelity Investments (FMR Co.)   September 2008 - August 2011

Skills
Equity Research, Equities, Bloomberg, Hedge Funds, Valuation, Fixed Income, Capital Markets, Financial Modeling, Investment Management, Financial Analysis, Investments, Portfolio Management, Asset Management, Business Analysis, Equity Valuation, Private Equity, Investment Banking, Alternative Investments, Mutual Funds

Education
Babson College

Tom Dunlap, CFA Tom Dunlap, CFA Greater Boston Area Details
Tom Dunlap, CFA's Loomis, Sayles & Company Experience September 2013 - Present
Job Portfolio Analyst at Loomis, Sayles & Company
Industry Financial Services
Experience
Loomis, Sayles & Company   September 2013 - Present
Loomis, Sayles & Company   November 2011 - September 2013
Wilshire Associates  February 2010 - November 2011
QC Software, Inc   May 2008 - August 2008
Agistix  May 2007 - July 2007

Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration (MBA)

Denison University   2005 — 2009
BA, Economics

Danish Institute for Study Abroad   2007 — 2007
International Business & Economics

Christine Wallace Christine Wallace Greater Boston Area Details
Christine Wallace's Loomis, Sayles & Company Experience April 2014 - Present
Job Research Assistant at Loomis, Sayles & Company
Industry Financial Services
Experience
Loomis, Sayles & Company   April 2014 - Present
Suffolk University  September 2012 - Present
Wellington Management  May 2011 - June 2013
Noble Partners   August 2007 - April 2011

Skills
Hedge Funds, Equities, Asset Allocation, Investments, Financial Modeling, Capital Markets, Fixed Income

Education
Bentley University   2001 — 2005
Bachelor of Science (BS)

Suffolk University - Sawyer School of Management
Master of Business Administration (MBA), 2013

Adam Van Buren Adam Van Buren Greater Boston Area Details
Adam Van Buren's Loomis, Sayles & Company Experience April 2011 - Present
Job Bank Loan Trading Assistant at Loomis, Sayles & Company
Industry Financial Services
Experience
Loomis, Sayles & Company   April 2011 - Present
Loomis, Sayles & Company   September 2009 - April 2011
State Street Bank  March 2008 - September 2009
Investors Bank & Trust  2005 - 2008

Education
Brandeis University, Lemberg - International Business School   2010 — 2012
Master of Science (MS), Finance

Merrimack College   2001 — 2005
Bachelor of Business Administration (BBA), Finance

ARHS

Tim Lambert, CFA Tim Lambert, CFA Greater Boston Area Details
Tim Lambert, CFA's Loomis, Sayles & Company Experience May 2014 - Present
Job Research Associate at Loomis, Sayles & Company
Industry Financial Services
Experience
Loomis, Sayles & Company   May 2014 - Present
The Colony Group  December 2012 - May 2014
Interactive Data  March 2012 - December 2012
Gordon & Co   July 2011 - November 2011

Skills
Equities, Financial Analysis, Asset Managment, Financial Modeling, Investments, Fixed Income

Education
Bentley University   2007 — 2011
B.S., Corporate Finance and Accounting

Geri Sheehan, CFA Geri Sheehan, CFA Greater Boston Area Details
Geri Sheehan, CFA's Loomis, Sayles & Company Experience December 2009 - February 2012
Job Senior Writer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  2011 - Present
Loomis, Sayles & Company   December 2009 - February 2012
Fidelity Investments  1986 - 2002

Education
Babson College - Franklin W. Olin Graduate School of Business   1988 — 1990
Master of Business Administration (MBA)

Simmons College   1978 — 1982
B.A., Economics Finance

Brian Bosworth Brian Bosworth Greater Boston Area Details
Brian Bosworth's Loomis, Sayles & Company Experience October 2012 - February 2013
Job Associate at Hayes Messina Gilman & Hayes, LLC
Industry Law Practice
Experience
Hayes Messina Gilman & Hayes, LLC   March 2014 - Present
Counsel On Call  February 2013 - March 2014
Loomis, Sayles & Company   October 2012 - February 2013
Cooley Manion Jones LLP  May 2011 - May 2012
Boston University Office of the General Counsel  November 2010 - February 2011
United States District Court for the District of Massachusetts  May 2010 - August 2010
Paul, Weiss, Rifkind, Wharton & Garrison LLP   August 2007 - July 2009

Skills
Legal Research, Legal Writing, Civil Litigation, Employment Law, Westlaw, Lexis, Trials, Mediation, Courts

Education
Northeastern University School of Law   2009 — 2012
Juris Doctor

Boston College   2003 — 2007
B.A., Political Science; History

St. John's Preparatory School   1999 — 2003

Carol Gentile Carol Gentile Greater Boston Area Details
Carol Gentile's Loomis, Sayles & Company Experience June 2013 - Present
Job VP, Portfolio Manager & Senior Credit Portfolio Strategist at Loomis Sayles & Company
Industry Investment Management
Experience
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:

Martin Zuk Martin Zuk Greater Boston Area Details
Martin Zuk's Loomis, Sayles & Company Experience August 2014 - Present
Job Technology Product Specialist at Loomis, Sayles & Company
Industry Financial Services
Experience
Loomis, Sayles & Company   August 2014 - Present
Bentley University  November 2013 - May 2014
Mercer  October 2013 - November 2013
State Street Bank  March 2013 - October 2013
State Street Bank  October 2010 - March 2013
Randstad Technologies US  June 2010 - September 2010
Burning Glass Technologies  March 2010 - June 2010

Skills
Financial Analysis, Accounting, Fund Accounting, Tableau, SPSS, Qualtrics, Bloomberg, Bloomberg Terminal, Valuation, Microsoft Excel, Access, Data Analysis, Derivatives, PowerPoint, Microsoft Office, Foreign Languages, Cultural Awareness, Problem Solving, Problem Analysis, Cognos, Securities, Financial Services, Mutual Funds, Equities

Education
Bentley University   2006 — 2010
Bachelor of Science (B.S.), Management

The University of Hong Kong   2008 — 2008

Suffolk University - Sawyer Business School
Master of Business Administration (MBA), Finance, General

Leigh Talbot, CFA Leigh Talbot, CFA Washington, District Of Columbia Details
Leigh Talbot, CFA's Loomis, Sayles & Company Experience 1994 - July 1998
Job President & CEO at CFA Society of Washington, DC
Industry Nonprofit Organization Management
Experience
CFA Society of Washington, DC   February 2012 - Present
FI Consulting  January 2010 - September 2011
Henderson Global Investors  September 2007 - July 2009
Morley Fund Management  November 2004 - September 2007
CDC Ixis Asset Management (now Natixis - Paris)   July 2002 - November 2004
EquineSite.com LLC (US)   March 1999 - July 2002
BancBoston Robertson Stephens - Boston   July 1998 - March 1999
Loomis, Sayles & Company   1994 - July 1998
The Colony Group  1991 - 1994

Skills
Business Development, Emerging Markets, Research, Valuation, Pensions, Portfolio Management, Financial Modeling, Hedge Funds, Strategic Financial..., Management, Asset Management, Investments, Finance, Fixed Income, Equity Research, Bloomberg, High Yield, Analysis, Alternative Investments, New Business Development

Education
Boston College   1985 — 1989
BA, Psychology with concentration in Management

Julie Praline Julie Praline Greater Boston Area Details
Julie Praline's Loomis, Sayles & Company Experience February 2015 - Present
Job Vice President, Equity Research Analyst at Loomis, Sayles & Company
Industry Financial Services
Experience
Loomis, Sayles & Company   February 2015 - Present
Loomis, Sayles & Company   August 2011 - Present
Oppenheimer & Co.   July 2010 - June 2011
Wells Fargo - Alternative Strategies Group   September 2008 - June 2010
A. G. Edwards / Wachovia Securities   October 2005 - September 2008
Ecuries du Layon   April 2004 - July 2005

Skills
Alternative Investments, Valuation, Equities, Series 7, DCF, Bloomberg, Equity Research, Investment Management, Hedge Funds, Equity Valuation, Mutual Funds, Portfolio Management, Asset Management, Financial Modeling, Investments

Education
Boston University Questrom School of Business   2010 — 2011
MSIM, Investments

Bridgewater State University   2006 — 2009
Accouting & Finance, Finance

IUT D'Angers   1997 — 1999
Associate, Business Administration

Jaime Kiehn, CFA Jaime Kiehn, CFA Greater Seattle Area Details
Jaime Kiehn, CFA's Loomis, Sayles & Company Experience October 2004 - June 2006
Job Senior Client Portfolio Manager at Edge Asset Management, Inc.
Industry Financial Services
Experience
Edge Asset Management  March 2015 - Present
Edge Asset Management, Inc.   August 2010 - Present
Putnam Investments  June 2006 - August 2010
Loomis, Sayles & Company   October 2004 - June 2006
Putnam Investments  2002 - 2004

Skills
Series 7, Series 63, Mutual Funds, Equities, Asset Managment, Alternative Investments, Fixed Income, Investments, Asset Allocation, Portfolio Management, Investment Strategies

Education
Boston College - Wallace E. Carroll Graduate School of Management   2007 — 2009
MBA, Leadership and Change

Tulane University - A.B. Freeman School of Business   1998 — 2002
BSM, Finance and Economics

Vilince Hohenberger Vilince Hohenberger Greater Boston Area Details
Vilince Hohenberger's Loomis, Sayles & Company Experience June 2004 - June 2005
Job Senior Accountant at Broadway In Boston
Industry Entertainment
Experience
Broadway In Boston  October 2010 - Present
Broadway Across America  June 2005 - September 2010
Loomis, Sayles & Company   June 2004 - June 2005

Skills
Accounting, Budgeting, Excel, Word, Outlook, Oracle E-Business Suite, Bloomberg, JD Edwards, Pledgemaker System, Hyperion Reports, Essbase, Forecasting, Budgets, Microsoft Excel, Variance Analysis, Account Reconciliation, Analysis, Microsoft Word

Education
Boston University   2001 — 2002
CFP Program

Suffolk University
Bachelor of Science (BS), Accounting

Jennifer Breslouf Jennifer Breslouf Greater Boston Area Details
Jennifer Breslouf's Loomis, Sayles & Company Experience September 2010 - Present
Job Loomis, Sayles & Company
Industry Investment Management
Experience
Loomis, Sayles & Company   September 2010 - Present
Fidelity Investments  October 1999 - August 2010

Skills
Securities, Investments, Series 7, Equities, Risk Management, Hedge Funds, FINRA, Alternative Investments

Education
American University Washington College of Law   1989 — 1992
J.D.

Boston University Questrom School of Business   1984 — 1988
BSBA, magna cum laude, Finance

Ming-Yang Chiang Ming-Yang Chiang Greater Boston Area Details
Ming-Yang Chiang's Loomis, Sayles & Company Experience April 2011 - May 2013
Job Sr. Software Engineer at UMass Medical School
Industry Hospital & Health Care
Experience
UMass Medical School  May 2015 - Present
McKesson  October 2013 - May 2015
Arrowstreet Capital  May 2013 - September 2013
Loomis, Sayles & Company   April 2011 - May 2013
Fidelity Investments  June 2004 - April 2011
Boston Public Schools  2003 - 2004
Shoup Voting Sulotions   2000 - 2002
Intuit  2001 - 2001
apps.com   2000 - 2001
Microsoft  1998 - 1999

Skills
Agile Methodologies, SDLC, SOA, Business Analysis, Enterprise Architecture, Requirements Analysis, SQL, Software Development, Web Services, Oracle, Software Project..., Sybase, Requirements Gathering, XML

Education
University of Rhode Island   1981 — 1983
M.S., Computer Science

Ball State University   1980 — 1982
B.S., Computer Science

Phil Dumas Phil Dumas Chicago, Illinois Details
Phil Dumas's Loomis, Sayles & Company Experience June 1999 - October 2001
Job Portfolio Manager at Citadel
Industry Investment Management
Experience
Citadel LLC  July 2015 - Present
Geode Capital Management  December 2005 - May 2015
Geode Capital Management  May 2003 - December 2005
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC)   September 2001 - May 2003
Loomis, Sayles & Company   June 1999 - October 2001

Skills
Equities, Fixed Income, Hedge Funds, Portfolio Management, Alternative Investments, Bloomberg, Capital Markets, Asset Managment, Derivatives, Investments, Financial Modeling, Trading

Education
Boston University Questrom School of Business   1998 — 2001
MBA, Finance

Assumption College   1991 — 1995
Bachelor of Arts, Economics and Finance

Kimberly Tirrell Kimberly Tirrell Greater Boston Area Details
Kimberly Tirrell's Loomis, Sayles & Company Experience 1993 - 1998
Job
Industry Investment Management
Experience
American Research & Management Co.   August 2005 - Present
Coalition for Buzzards Bay   2004 - 2005
The Marion Institute  2000 - 2004
Magnet Brand Planning Group   1999 - 2000
State Street Research  1998 - 1999
Loomis, Sayles & Company   1993 - 1998

Education
Boston University

Licences: Series 7, 63 and 27

St. Lawrence University
B.A.

Westminster School
High School

Teri L. Mason Teri L. Mason Greater Boston Area Details
Teri L. Mason's Loomis, Sayles & Company Experience 2010 - Present
Job Director of Macro Strategies at Loomis, Sayles & Company
Industry Investment Management
Experience
Loomis, Sayles & Company   2010 - Present
Loomis, Sayles & Company   2003 - 2010
Loomis, Sayles & Company   1995 - 2003
Loomis, Sayles & Company   1990 - 1995
Loomis, Sayles & Company   1985 - 1989
Buttonwood Securities   1980 - 1985

Skills
Fixed Income, Asset Management, Mutual Funds, Asset Allocation, Bloomberg, Investments

Education
Bentley College   1989 — 1990
MBA, Finance, Economics

University of New England   1976 — 1980
BA, Human Services

Kristen (De Leo) Doyle Kristen (De Leo) Doyle Boston, Massachusetts Details
Kristen (De Leo) Doyle's Loomis, Sayles & Company Experience June 2014 - Present
Job Investment Analyst at Loomis, Sayles & Company
Industry Financial Services
Experience
Loomis, Sayles & Company   June 2014 - Present
Loomis, Sayles & Company   January 2012 - June 2014
Mayflower Advisors, LLC  September 2009 - January 2012
Mayflower Advisors, LLC  September 2007 - August 2009
Deutsche Bank  June 2006 - August 2006

Education
Boston University Graduate School of Management   2011 — 2014
Master of Business Administration (MBA), Finance Concentration, Graduated with Honors

Boston College - Carroll School of Management   2003 — 2007
B.S., Finance, Marketing

Michael Braiewa Michael Braiewa Greater Boston Area Details
Michael Braiewa's Loomis, Sayles & Company Experience December 2011 - Present
Job Associate Product Manager at Loomis, Sayles & Company
Industry Investment Management
Experience
Loomis, Sayles & Company   December 2011 - Present
Loomis Sayles & Company  January 2009 - November 2011
Loomis, Sayles & Company   June 2005 - December 2008
FactSet Research Systems  September 2004 - May 2005
FactSet Research Systems  July 2003 - August 2004
FactSet Research Systems  September 2001 - June 2003
PIMCO  January 2001 - May 2001

Skills
Bloomberg, Equities, Equity Research, Investments, Portfolio Management, Investment Management, Analytics, Financial Analysis, Financial Modeling, FactSet, Trading

Education
Boston College - Carroll School of Management   2007 — 2009
MSF

Boston College - Carroll School of Management   2006 — 2009
MBA

Fairfield University   1997 — 2001
BS

Anthony Forcione Anthony Forcione Greater Boston Area Details
Anthony Forcione's Loomis, Sayles & Company Experience July 2015 - Present
Job Vice President, Senior Equity Analyst at Loomis, Sayles & Company
Industry Investment Management
Experience
Loomis, Sayles & Company   July 2015 - Present
State Street Global Advisors  July 2013 - June 2015
BlackRock  January 2010 - July 2012
BLACKROCK, INC  January 2005 - July 2012
BlackRock  2005 - July 2012
BlackRock  January 2005 - January 2010
State Street Research  January 2003 - January 2005
STATE STREET RESEARCH & MANAGEMENT  January 1992 - January 2005
State Street Research  2003 - 2005
State Street Research  1996 - 2003

Skills
CFA, Chartered Financial..., Portfolio Management, Equity Research, Investments, Hedge Funds, Equities, Asset Management

Education
Boston College   1988 — 1992
Bachelor of Science (B.S.), Finance, General

Malden Catholic High School   1984 — 1988

Boston College
B.S, Finance

Malden Catholic High School

Anthony Carioto Anthony Carioto Medford, Massachusetts Details
Anthony Carioto's Loomis, Sayles & Company Experience August 2011 - Present
Job Senior Ops Analyst at Loomis, Sayles & Company
Industry Investment Management
Experience
Loomis, Sayles & Company   August 2011 - Present
Loomis, Sayles & Company   March 2008 - July 2011
State Street  May 2006 - March 2008

Skills
Hedge Funds, Alternative Investments, Bloomberg, Fixed Income, Mutual Funds, Derivatives, Equity Derivatives, Credit Derivatives, FX Derivatives, Interest Rate..., Futures, Supervising Others, Collateral Management

Education
Northeastern University   2010 — 2012
Master of Business Administration (MBA), Investments

Bryant University   2002 — 2006
Bachelor of Science (BS), Finance, General

Anthony Braccio Anthony Braccio Boston, Massachusetts Details
Anthony Braccio's Loomis, Sayles & Company Experience August 2008 - August 2013
Job Vice President, Investment Compliance at State Street Global Advisor's
Industry Investment Management
Experience
State Street Global Advisor's  March 2015 - Present
JPMorgan Chase  November 2013 - February 2015
Loomis, Sayles & Company   August 2008 - August 2013
Columbia Management  July 2006 - August 2008

Education
Boston College   1986 — 1990
Bachelor's degree, Economics

Brian Rose Brian Rose Andover, Massachusetts Details
Brian Rose's Loomis, Sayles & Company Experience 1996 - 2000
Job Portfolio Manager at Surveyor Capital/Citadel
Industry Investment Management
Experience
Surveyor Capital/Citadel   June 2014 - Present
Adage Capital Management  2006 - June 2014
American Express  2002 - 2006
Putnam Investments  2000 - 2002
Loomis, Sayles & Company   1996 - 2000

Skills
Investments, Portfolio Management, Risk Management, Financial Modeling, Equities, Equity Research, Valuation, Finance, Financial Analysis, Asset Management, Bloomberg

Education
Boston College - Wallace E. Carroll Graduate School of Management   1996 — 1999
MBA, Finance, Economics

Marist College   1990 — 1994
Bachelor's degree, Finance, Economics

Fred Sweeney Fred Sweeney Boston, Massachusetts Details
Fred Sweeney's Loomis, Sayles & Company Experience 1995 - Present
Job Vice President at Loomis, Sayles & Company
Industry Investment Management
Experience
Loomis, Sayles & Company   1995 - Present
Loomis, Sayles & Company   1995 - Present

Education
Bentley University   1980 — 1983

Dawn LaRochelle Dawn LaRochelle Greater Boston Area Details
Dawn LaRochelle's Loomis, Sayles & Company Experience January 2013 - Present
Job
Industry Investment Management
Experience
Loomis, Sayles & Company   January 2013 - Present

Education
Boston University
Bachelor's degree, Communication and Media Studies

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