Loomis, Sayles & Company
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
Loomis, Sayles & Company November 2013 - Present
Education
Boston University - School of Management 2010 — 2013
MBA
Saint Michael's College 2002 — 2006
BA
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
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
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
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
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
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
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
Loomis, Sayles & Company January 2014 - Present
Loomis Sayles October 2008 - Present
Anglo Irish Bank February 2006 - October 2008
Skills
Valuation, Bloomberg, Mutual Funds, Portfolio Management, Financial Modeling, Investments, Derivatives, Equity Research, Equities, Equity Derivatives, Fixed Income, Series 7, Alternative Investments, Capital Markets, Asset Allocation, Hedge Funds
Education
Dartmouth College 2001 — 2005
Phillips Academy 1997 — 2001
Highschool
Boston University - School of Management
Masters of Science - Investment Management
Loomis, Sayles & Company March 2013 - Present
Loomis Sayles October 2009 - March 2013
Loomis Sayles May 2008 - December 2009
Loomis Sayles August 2006 - May 2008
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2011
MBA
Princeton University 2001 — 2006
BA, Economics
Loomis Sayles 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
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
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
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
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
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
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
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
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
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
Loomis Sayles VP, Portfolio Manager & Senior Credit Portfolio StrategistLoomis Sayles & CompanyOctober 2014 - Present
Loomis Sayles & Company June 2013 - Present
Loomis, Sayles & Company August 1985 - May 2013
Skills
Fixed Income, Corporate Finance
Education
Bryant University 1981 — 1985
Bachelor's degree, Finance, General
School name:
Loomis, Sayles & 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Loomis, Sayles & Company 1995 - Present
Loomis, Sayles & Company 1995 - Present
Education
Bentley University 1980 — 1983
Loomis, Sayles & Company January 2013 - Present
Education
Boston University
Bachelor's degree, Communication and Media Studies