Manulife Asset Management
Industry: Company
DescriptionSubsidiaries: John Hancock Financial, Parent organization: Manulife
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Manulife Asset Management Employees
Employee
Years
Job
Industry
Jean-Francois Milette Jean-Francois Milette's Manulife Asset Management Experience 2005 - 2008
Job Managing Director at Aviva Investors
Industry Financial Services
Experience
Aviva Investors April 2013 - Present
Aon Hewitt May 2012 - April 2013
bfinance January 2010 - May 2012
Dexia Asset Management August 2008 - February 2010
Manulife Asset Management 2005 - 2008
SEI 2003 - 2005
Skills
Investment Strategies, Asset Managment, Alternative Investments, Investments, Asset Management, Asset Allocation, Equities, Fixed Income, Defined Benefit, Capital Markets, Investment Management, Pensions, Portfolio Management, Hedge Funds, Mutual Funds, Wealth Management, Retirement
Education
Concordia University
Sherbrooke University
MBA
Aviva Investors April 2013 - Present
Aon Hewitt May 2012 - April 2013
bfinance January 2010 - May 2012
Dexia Asset Management August 2008 - February 2010
Manulife Asset Management 2005 - 2008
SEI 2003 - 2005
Skills
Investment Strategies, Asset Managment, Alternative Investments, Investments, Asset Management, Asset Allocation, Equities, Fixed Income, Defined Benefit, Capital Markets, Investment Management, Pensions, Portfolio Management, Hedge Funds, Mutual Funds, Wealth Management, Retirement
Education
Concordia University
Sherbrooke University
MBA
Michael P. Evans, CFA Michael P. Evans, CFA's Manulife Asset Management Experience February 2014 - Present
Job Equity Portfolio Specialist at Manulife Asset Management
Industry Investment Management
Experience
Manulife Asset Management February 2014 - Present
Management CV 2012 - 2014
Evercore Asset Management (and predecessors AG Asset Management, ForstmannLeff, and Schroders) 2002 - 2011
Gray Capital Management 1998 - 2002
Smith Barney 1994 - 1998
Skills
Equities, Fixed Income, Financial Modeling, Portfolio Management, Hedge Funds, Asset Management, Asset Allocation, Investment Banking, Investments, Valuation, Equity Research, Bloomberg, Investment Management, Alternative Investments, Investment Strategies, Economics, Capital Markets, Equity Valuation
Education
Boston College - Wallace E. Carroll Graduate School of Management
MSF, Finance, Investments
Bates College
BA, Economics
Manchester (NH) Central High School
Manulife Asset Management February 2014 - Present
Management CV 2012 - 2014
Evercore Asset Management (and predecessors AG Asset Management, ForstmannLeff, and Schroders) 2002 - 2011
Gray Capital Management 1998 - 2002
Smith Barney 1994 - 1998
Skills
Equities, Fixed Income, Financial Modeling, Portfolio Management, Hedge Funds, Asset Management, Asset Allocation, Investment Banking, Investments, Valuation, Equity Research, Bloomberg, Investment Management, Alternative Investments, Investment Strategies, Economics, Capital Markets, Equity Valuation
Education
Boston College - Wallace E. Carroll Graduate School of Management
MSF, Finance, Investments
Bates College
BA, Economics
Manchester (NH) Central High School
AJ Quigley AJ Quigley's Manulife Asset Management Experience April 2011 - Present
Job Director, Portfolio Advisory Group at Manulife Asset Management
Industry Financial Services
Experience
Manulife Asset Management April 2011 - Present
Putnam Investments September 2001 - April 2011
Citigroup Asset Management June 2000 - June 2001
Education
Bentley University 1996 — 2000
Bachelor of Science, Finance
Manulife Asset Management April 2011 - Present
Putnam Investments September 2001 - April 2011
Citigroup Asset Management June 2000 - June 2001
Education
Bentley University 1996 — 2000
Bachelor of Science, Finance
Ibby Smith's Manulife Asset Management Experience June 2014 - Present
Job Proposal Writer at Manulife Asset Management
Industry Financial Services
Experience
Manulife Asset Management June 2014 - Present
Signator Investors, Inc. December 2007 - June 2014
Skills
Account Management, Customer Service, Asset Management, Microsoft Office, Microsoft Excel, PowerPoint, Project Management, Data Analysis, Outlook, Management, Financial Reporting, Microsoft Word, Equities, Fixed Income
Education
Bentley University 2003 — 2007
Bachelor of Science (B.S.), Marketing
Manulife Asset Management June 2014 - Present
Signator Investors, Inc. December 2007 - June 2014
Skills
Account Management, Customer Service, Asset Management, Microsoft Office, Microsoft Excel, PowerPoint, Project Management, Data Analysis, Outlook, Management, Financial Reporting, Microsoft Word, Equities, Fixed Income
Education
Bentley University 2003 — 2007
Bachelor of Science (B.S.), Marketing
William M. Sheehan William M. Sheehan's Manulife Asset Management Experience September 2007 - February 2010
Job CORPORATE DEVELOPMENT EXECUTIVE • STRATEGIST • BUSINESS BUILDER
Industry Venture Capital & Private Equity
Experience
SHEEHAN Group 2010 - Present
IRONSIDE CAPITAL LLC / IRONSIDE VENTURES LLC March 2000 - 2012
Manulife Asset Management September 2007 - February 2010
MF Private Capital March 1998 - July 2000
AT&T Capital Corporation 1995 - 1998
American Finance Group 1989 - 1995
Bank of New England 1984 - 1989
Skills
Private Equity, Strategy, Start-ups, Strategic Partnerships, Mergers & Acquisitions, Venture Capital, Mergers, Due Diligence, Business Development, Investments, Management, Portfolio Management
Education
Colby College 1981 — 1984
BA, Double Major: Business and German
SHEEHAN Group 2010 - Present
IRONSIDE CAPITAL LLC / IRONSIDE VENTURES LLC March 2000 - 2012
Manulife Asset Management September 2007 - February 2010
MF Private Capital March 1998 - July 2000
AT&T Capital Corporation 1995 - 1998
American Finance Group 1989 - 1995
Bank of New England 1984 - 1989
Skills
Private Equity, Strategy, Start-ups, Strategic Partnerships, Mergers & Acquisitions, Venture Capital, Mergers, Due Diligence, Business Development, Investments, Management, Portfolio Management
Education
Colby College 1981 — 1984
BA, Double Major: Business and German
Les Young Les Young's Manulife Asset Management Experience February 2012 - March 2013
Job Director, Sales & Marketing at Polar Securities Inc.
Industry Financial Services
Experience
Polar Securities Inc. April 2013 - Present
Manulife Asset Management February 2012 - March 2013
Manulife Asset Management June 2010 - February 2012
Manulife Asset Management October 2008 - June 2010
Connor, Clark & Lunn Capital Markets Inc. July 2004 - August 2007
Skills
Fixed Income, Investments, Product Management, Investment Strategies, Bloomberg, Mutual Funds, Equities, Direct Sales, Money Management, Sales Presentations, Investment Banking, Investment Management, Alternative Investments, Hedge Funds, Asset Management, Capital Markets, Financial Modeling, Wealth Management
Education
Dalhousie University 1998 — 2002
B. Comm
Polar Securities Inc. April 2013 - Present
Manulife Asset Management February 2012 - March 2013
Manulife Asset Management June 2010 - February 2012
Manulife Asset Management October 2008 - June 2010
Connor, Clark & Lunn Capital Markets Inc. July 2004 - August 2007
Skills
Fixed Income, Investments, Product Management, Investment Strategies, Bloomberg, Mutual Funds, Equities, Direct Sales, Money Management, Sales Presentations, Investment Banking, Investment Management, Alternative Investments, Hedge Funds, Asset Management, Capital Markets, Financial Modeling, Wealth Management
Education
Dalhousie University 1998 — 2002
B. Comm
Daniel Cole Daniel Cole's Manulife Asset Management Experience August 2008 - June 2014
Job Senior Portfolio Manager at Columbia Management
Industry Financial Services
Experience
Columbia Management August 2014 - Present
Manulife Asset Management August 2008 - June 2014
Columbia Management September 2001 - June 2008
Neuberger Berman July 1999 - September 2001
Skills
Small and mid cap..., Competitive advantage..., Strategic Leadership, Portfolio Management, Management, Equity Research, Equities, Hedge Funds, Alternative Investments, Bloomberg, Investment Strategies, Fixed Income, Mutual Funds, Asset Management, Investment Management, Competitive Advantage, Business Strategy
Education
Virginia Polytechnic Institute and State University 1990 — 1992
Master of Business Administration (MBA), Finance and Financial Management Services
Guilford College 1986 — 1990
Bachelor of Science, Pre-Medicine/Pre-Medical Studies
Columbia Management August 2014 - Present
Manulife Asset Management August 2008 - June 2014
Columbia Management September 2001 - June 2008
Neuberger Berman July 1999 - September 2001
Skills
Small and mid cap..., Competitive advantage..., Strategic Leadership, Portfolio Management, Management, Equity Research, Equities, Hedge Funds, Alternative Investments, Bloomberg, Investment Strategies, Fixed Income, Mutual Funds, Asset Management, Investment Management, Competitive Advantage, Business Strategy
Education
Virginia Polytechnic Institute and State University 1990 — 1992
Master of Business Administration (MBA), Finance and Financial Management Services
Guilford College 1986 — 1990
Bachelor of Science, Pre-Medicine/Pre-Medical Studies
Lindsey Robinson Lindsey Robinson's Manulife Asset Management Experience April 2004 - April 2004
Job Production Coordinator at RiteMix Marketing Inc.
Industry Marketing and Advertising
Experience
DAC Group May 2014 - June 2015
DAC Group February 2010 - May 2014
DAC Group October 2007 - January 2010
I.D.A. Pharmacy April 2003 - October 2007
Manulife Asset Management April 2004 - April 2004
Skills
Trello PM Software, Salesforce.com, Project Management, SEM, CRM, Advertising, Microsoft Office, Interactive Marketing, Oral & Written..., Positive Team Player, Email Marketing, Online Advertising, Google Analytics, Landing Page..., Account Management, SEO, Lead Generation, Management, Adaptable to Changes, Initiator, Process Control, Copywriting, MS Office, Attentive to Detail, Deadicated Professional, Organization, Highly detail oriented, Project Portfolio..., Communication, Daptiv PPM, Effectective Under..., Multi Tasking, Computers, Quick Learner, Decision Making and...
Education
Durham College 2002 — 2004
Diploma, Executive Office Administration
Durham College
DAC Group May 2014 - June 2015
DAC Group February 2010 - May 2014
DAC Group October 2007 - January 2010
I.D.A. Pharmacy April 2003 - October 2007
Manulife Asset Management April 2004 - April 2004
Skills
Trello PM Software, Salesforce.com, Project Management, SEM, CRM, Advertising, Microsoft Office, Interactive Marketing, Oral & Written..., Positive Team Player, Email Marketing, Online Advertising, Google Analytics, Landing Page..., Account Management, SEO, Lead Generation, Management, Adaptable to Changes, Initiator, Process Control, Copywriting, MS Office, Attentive to Detail, Deadicated Professional, Organization, Highly detail oriented, Project Portfolio..., Communication, Daptiv PPM, Effectective Under..., Multi Tasking, Computers, Quick Learner, Decision Making and...
Education
Durham College 2002 — 2004
Diploma, Executive Office Administration
Durham College
Caron Court's Manulife Asset Management Experience August 2014 - Present
Job Senior Manager, Investment Communications (Global Thought Leadership) at Manulife Asset Management
Industry Financial Services
Experience
Manulife Asset Management August 2014 - Present
Sentry Investments May 2013 - March 2014
Caron Court Communications March 2013 - April 2013
Various Projects August 2011 - April 2013
CIBC Global Asset Management April 2008 - August 2012
CIBC December 2011 - May 2012
CIBC March 2007 - March 2008
CIBC Wood Gundy June 2006 - March 2007
BNN September 2005 - February 2006
CBC Television October 2004 - December 2004
Skills
Writing, Proposal Writing, Editing, Copy Editing, Marketing Communications, Corporate Communications, Internal Communications, Social Media, Report Writing, Copywriting, Community, Communications Planning, SEO, Facebook, Online Marketing, Social Media Marketing
Education
Canadian Securities Institute 2007 — 2013
Canadian Securities Course and courses in social media for financial professionals
Camp Tech - Tech Skills Training - CampTech.ca
Earl Haig Secondary School
Ontario Secondary School Diploma
George Brown College
Social Media Certificate, Continuing Education (in progress)
Ryerson University
Bachelor of Journalism (with Honours), Journalism with a major in Broadcasting
Wilfrid Laurier University
Honours Bachelor of Business Administration with Co-op Option, Business (with Marketing focus) and Political Science
Manulife Asset Management August 2014 - Present
Sentry Investments May 2013 - March 2014
Caron Court Communications March 2013 - April 2013
Various Projects August 2011 - April 2013
CIBC Global Asset Management April 2008 - August 2012
CIBC December 2011 - May 2012
CIBC March 2007 - March 2008
CIBC Wood Gundy June 2006 - March 2007
BNN September 2005 - February 2006
CBC Television October 2004 - December 2004
Skills
Writing, Proposal Writing, Editing, Copy Editing, Marketing Communications, Corporate Communications, Internal Communications, Social Media, Report Writing, Copywriting, Community, Communications Planning, SEO, Facebook, Online Marketing, Social Media Marketing
Education
Canadian Securities Institute 2007 — 2013
Canadian Securities Course and courses in social media for financial professionals
Camp Tech - Tech Skills Training - CampTech.ca
Earl Haig Secondary School
Ontario Secondary School Diploma
George Brown College
Social Media Certificate, Continuing Education (in progress)
Ryerson University
Bachelor of Journalism (with Honours), Journalism with a major in Broadcasting
Wilfrid Laurier University
Honours Bachelor of Business Administration with Co-op Option, Business (with Marketing focus) and Political Science
Paul Andrusyshyn Paul Andrusyshyn's Manulife Asset Management Experience June 2009 - January 2010
Job Digital Executive transforming business through digital channels and emerging technologies
Industry Information Technology and Services
Experience
Capco August 2014 - Present
BroadstreetMobile acquired by NexJ Systems Inc February 2012 - June 2014
Intelliware February 2011 - February 2012
Deloitte July 2010 - February 2011
Manulife Asset Management June 2009 - January 2010
RBC Dexia Investor Services 2008 - 2010
RBC Dexia Investor Services 2005 - 2008
RBC 2002 - 2005
RBC Insurance 2001 - 2002
Worldsites Internet Consulting 2000 - 2001
Skills
Sales Management, Product Management, Program Management, Enterprise Architecture, Vendor Management, Cloud Computing, Solution Architecture, ITIL, Mobile Applications, Mobile strategy, mobile solutions, Web Strategy, Web Development, social media, Social Media Marketing, Mobile Marketing, Internet Banking, mobile banking, mobile communications, Investments, Banking, Insurance, Management Consulting, Strategic Planning, strategic consulting, Agile, Project Management, Twitter, Facebook apps, Leadership, Team Management, Team Building, Technology SaLES, SAP, KONY, Sybase Unified Platform, Business Objects, HTML5, iOS, Android, BB OS, Cross Platform..., Java, Architectures, Solutions Marketing, Architecture, Thought Leadership, Mobile Strategy, Social Media, Agile Methodologies
Education
Cornell University - Johnson Graduate School of Management 2008 — 2010
MBA, Business
Queen's University 2008 — 2010
eMBA, Business
Ryerson University 2005 — 2006
Diploma, IT Leadership Development Program
Western University 1995 — 1999
BSC, math and computer science
Capco August 2014 - Present
BroadstreetMobile acquired by NexJ Systems Inc February 2012 - June 2014
Intelliware February 2011 - February 2012
Deloitte July 2010 - February 2011
Manulife Asset Management June 2009 - January 2010
RBC Dexia Investor Services 2008 - 2010
RBC Dexia Investor Services 2005 - 2008
RBC 2002 - 2005
RBC Insurance 2001 - 2002
Worldsites Internet Consulting 2000 - 2001
Skills
Sales Management, Product Management, Program Management, Enterprise Architecture, Vendor Management, Cloud Computing, Solution Architecture, ITIL, Mobile Applications, Mobile strategy, mobile solutions, Web Strategy, Web Development, social media, Social Media Marketing, Mobile Marketing, Internet Banking, mobile banking, mobile communications, Investments, Banking, Insurance, Management Consulting, Strategic Planning, strategic consulting, Agile, Project Management, Twitter, Facebook apps, Leadership, Team Management, Team Building, Technology SaLES, SAP, KONY, Sybase Unified Platform, Business Objects, HTML5, iOS, Android, BB OS, Cross Platform..., Java, Architectures, Solutions Marketing, Architecture, Thought Leadership, Mobile Strategy, Social Media, Agile Methodologies
Education
Cornell University - Johnson Graduate School of Management 2008 — 2010
MBA, Business
Queen's University 2008 — 2010
eMBA, Business
Ryerson University 2005 — 2006
Diploma, IT Leadership Development Program
Western University 1995 — 1999
BSC, math and computer science
Kyle Turcotte's Manulife Asset Management Experience July 2012 - January 2013
Job Analyst at Concentric Energy Advisors
Industry Financial Services
Experience
Concentric Energy Advisors January 2015 - Present
Northeastern University September 2010 - May 2014
Goldman Sachs July 2013 - December 2013
Manulife Asset Management July 2012 - January 2013
Brown Brothers Harriman July 2011 - December 2011
Skills
Financial Analysis, Investments, Research, Microsoft Excel, Manage Client..., Renewable Energy, Climate Change, Economics, Policy, PowerPoint, Wealth Management, Asset Management, Management Consulting, Financial Modeling, Valuation, Business Development, Strategy, Risk Management, Mergers & Acquisitions
Education
Northeastern University 2010 — 2014
Bachelor of Science (B.S.), Business Administration; Finance, Economics Minor, 3.7 GPA
Bryant University 2009 — 2010
Bachelor of Science in Business Administration, Finance
Cheverus High School 2005 — 2009
High School
Concentric Energy Advisors January 2015 - Present
Northeastern University September 2010 - May 2014
Goldman Sachs July 2013 - December 2013
Manulife Asset Management July 2012 - January 2013
Brown Brothers Harriman July 2011 - December 2011
Skills
Financial Analysis, Investments, Research, Microsoft Excel, Manage Client..., Renewable Energy, Climate Change, Economics, Policy, PowerPoint, Wealth Management, Asset Management, Management Consulting, Financial Modeling, Valuation, Business Development, Strategy, Risk Management, Mergers & Acquisitions
Education
Northeastern University 2010 — 2014
Bachelor of Science (B.S.), Business Administration; Finance, Economics Minor, 3.7 GPA
Bryant University 2009 — 2010
Bachelor of Science in Business Administration, Finance
Cheverus High School 2005 — 2009
High School
Nick Kelly, CFA's Manulife Asset Management Experience June 2013 - March 2015
Job Investor Relations Associate at Sankaty Advisors
Industry Financial Services
Experience
Sankaty Advisors March 2015 - Present
Manulife Asset Management June 2013 - March 2015
John Hancock Financial Services June 2011 - June 2013
John Hancock June 2010 - August 2010
Irish Sporting Heritage Project June 2009 - July 2009
Skills
Equities, Financial Analysis, Bloomberg, Alternative Investments, Real Estate, Investments, Corporate Real Estate, Economic Research, Valuation, Timber, Portfolio Management, Natural Resource..., Financial Modeling, Research, Mutual Funds, Fixed Income, Asset Management
Education
Boston College 2007 — 2011
BA, Economics
St. Sebastian's School 2001 — 2007
Sankaty Advisors March 2015 - Present
Manulife Asset Management June 2013 - March 2015
John Hancock Financial Services June 2011 - June 2013
John Hancock June 2010 - August 2010
Irish Sporting Heritage Project June 2009 - July 2009
Skills
Equities, Financial Analysis, Bloomberg, Alternative Investments, Real Estate, Investments, Corporate Real Estate, Economic Research, Valuation, Timber, Portfolio Management, Natural Resource..., Financial Modeling, Research, Mutual Funds, Fixed Income, Asset Management
Education
Boston College 2007 — 2011
BA, Economics
St. Sebastian's School 2001 — 2007
Alexander Yuzhakov Alexander Yuzhakov's Manulife Asset Management Experience June 2011 - January 2015
Job Senior Investment Analyst
Industry Investment Management
Experience
SCS Financial February 2015 - Present
Manulife Asset Management June 2011 - January 2015
Boston University School of Management January 2010 - May 2011
FundQuest December 2004 - June 2010
Insight Out Of Chaos June 1999 - February 2001
Skills
Equities, Bloomberg, Investments, Valuation, Mutual Funds, Asset Allocation, Microsoft Excel, Portfolio Management, Fixed Income, Asset Managment, Financial Modeling, Financial Analysis, Fundamental Analysis, Quantitative Analytics, Hedge Funds, Derivatives, Capital Markets, VBA, Options, Analysis, Investment Strategies, Portfolio Optimization
Education
Boston University - School of Management 2010 — 2011
Master of Science, Investment Management
Boston University Graduate School of Management 2009 — 2011
MSIM, Finance
University of Massachusetts Boston 2001 — 2004
Bachelor of Science, Mathematics
SCS Financial February 2015 - Present
Manulife Asset Management June 2011 - January 2015
Boston University School of Management January 2010 - May 2011
FundQuest December 2004 - June 2010
Insight Out Of Chaos June 1999 - February 2001
Skills
Equities, Bloomberg, Investments, Valuation, Mutual Funds, Asset Allocation, Microsoft Excel, Portfolio Management, Fixed Income, Asset Managment, Financial Modeling, Financial Analysis, Fundamental Analysis, Quantitative Analytics, Hedge Funds, Derivatives, Capital Markets, VBA, Options, Analysis, Investment Strategies, Portfolio Optimization
Education
Boston University - School of Management 2010 — 2011
Master of Science, Investment Management
Boston University Graduate School of Management 2009 — 2011
MSIM, Finance
University of Massachusetts Boston 2001 — 2004
Bachelor of Science, Mathematics
Jessica Natale Jessica Natale's Manulife Asset Management Experience July 2015 - Present
Job Program Administrator, Portfolio Manager Access Advisor
Industry Financial Services
Experience
Manulife Asset Management July 2015 - Present
H.I.G. Capital June 2012 - July 2015
Jonathan's Bar & Grille January 2012 - April 2013
Level 1 Maintenance October 2008 - June 2011
Skipjack's August 2010 - November 2010
Level 1 Maintenance April 2008 - October 2008
Langham Hotel June 2007 - April 2008
Chili's September 2001 - December 2006
Skills
Customer Service
Education
Boston College 2004 — 2006
BA, Psychology
Merrimack College 2002 — 2004
Psychology
Manulife Asset Management July 2015 - Present
H.I.G. Capital June 2012 - July 2015
Jonathan's Bar & Grille January 2012 - April 2013
Level 1 Maintenance October 2008 - June 2011
Skipjack's August 2010 - November 2010
Level 1 Maintenance April 2008 - October 2008
Langham Hotel June 2007 - April 2008
Chili's September 2001 - December 2006
Skills
Customer Service
Education
Boston College 2004 — 2006
BA, Psychology
Merrimack College 2002 — 2004
Psychology
Blaire O'Neil's Manulife Asset Management Experience September 2015 - Present
Job Lead Operations Specialist at Brown Brothers Harriman
Industry Financial Services
Experience
Manulife Asset Management September 2015 - Present
Brown Brothers Harriman October 2011 - September 2015
Brown Brothers Harriman December 2007 - October 2011
Brown Brothers Harriman August 2009 - November 2009
Worcester Chamber of Commerce January 2007 - May 2007
State Street Bank June 2006 - August 2006
Investors Bank & Trust June 2005 - August 2005
Skills
Bloomberg, Corporate Actions, Mutual Funds, Fund Accounting, Securities, Equities, Hedge Funds, Bloomberg Terminal, Financial Services, Swaps, Bonds, Options, Trading Systems, Finance, ETFs, Fixed Income, Reference Data, Microsoft Excel, Customer Service
Education
Assumption College 2003 — 2007
Bachelor of Arts (B.A.), Business Administration and Management, General
Hingham High School 1999 — 2003
Manulife Asset Management September 2015 - Present
Brown Brothers Harriman October 2011 - September 2015
Brown Brothers Harriman December 2007 - October 2011
Brown Brothers Harriman August 2009 - November 2009
Worcester Chamber of Commerce January 2007 - May 2007
State Street Bank June 2006 - August 2006
Investors Bank & Trust June 2005 - August 2005
Skills
Bloomberg, Corporate Actions, Mutual Funds, Fund Accounting, Securities, Equities, Hedge Funds, Bloomberg Terminal, Financial Services, Swaps, Bonds, Options, Trading Systems, Finance, ETFs, Fixed Income, Reference Data, Microsoft Excel, Customer Service
Education
Assumption College 2003 — 2007
Bachelor of Arts (B.A.), Business Administration and Management, General
Hingham High School 1999 — 2003
Andy Singer, CFA's Manulife Asset Management Experience September 2014 - Present
Job Investment Analyst at Manulife Asset Management
Industry Investment Management
Experience
Manulife Asset Management September 2014 - Present
Placera Capital Management September 2013 - September 2014
Cramer Rosenthal McGlynn October 2009 - August 2013
BlackRock April 2006 - March 2009
Evergreen Investments November 2004 - March 2006
Credit Suisse First Boston May 2000 - January 2002
Credit Suisse First Boston June 1997 - April 2000
Skills
Equity Research, Equities, Financial Modeling, Valuation, Investments, Analysis, Alternative Investments, Equity Valuation, Hedge Funds, Bloomberg, Portfolio Management, Asset Management, Capital Markets, Fixed Income, Investment Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2002 — 2004
MBA, Finance
Tufts University 1993 — 1997
BA, Quantitative Economics
Manulife Asset Management September 2014 - Present
Placera Capital Management September 2013 - September 2014
Cramer Rosenthal McGlynn October 2009 - August 2013
BlackRock April 2006 - March 2009
Evergreen Investments November 2004 - March 2006
Credit Suisse First Boston May 2000 - January 2002
Credit Suisse First Boston June 1997 - April 2000
Skills
Equity Research, Equities, Financial Modeling, Valuation, Investments, Analysis, Alternative Investments, Equity Valuation, Hedge Funds, Bloomberg, Portfolio Management, Asset Management, Capital Markets, Fixed Income, Investment Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2002 — 2004
MBA, Finance
Tufts University 1993 — 1997
BA, Quantitative Economics
Michael Broadhurst Michael Broadhurst's Manulife Asset Management Experience December 2014 - Present
Job
Industry Internet
Experience
Manulife Asset Management December 2014 - Present
St. Alban's Boys' and Girls' Club October 2005 - Present
Skills
Writing, Editing, Web Design, Crisis Communications, Internal Communications, Strategic Communications, Social Media, Communications Strategy, Copy Editing, Content Management, Public Relations, Marketing Communications, Web Content, Corporate Communications, Press Releases, Corporate Social..., Copywriting, Social Networking, Publications, Website Management, Intranet, Executive Communications, Strategic Planning, Webmaster Services, Communication Training, Email Marketing, Leadership, Intranet Strategy, Strategy, Intranet Portals, Marketing, Media Relations, Content Strategy, Web Content Management, Speech Writing, User Experience, Content Development, Integrated Marketing, Newsletters, Storytelling, Reputation Management, Digital Strategy, New Media, Brand Development, Online Marketing, Communications Planning, Publicity, Corporate Branding, Blogging, Web Analytics
Education
Columbia University - Graduate School of Journalism 1995 — 1996
MS
McGill University 1992 — 1995
MA
Huron University College 1988 — 1992
BA
University of Toronto Schools 1982 — 1988
Manulife Asset Management December 2014 - Present
St. Alban's Boys' and Girls' Club October 2005 - Present
Skills
Writing, Editing, Web Design, Crisis Communications, Internal Communications, Strategic Communications, Social Media, Communications Strategy, Copy Editing, Content Management, Public Relations, Marketing Communications, Web Content, Corporate Communications, Press Releases, Corporate Social..., Copywriting, Social Networking, Publications, Website Management, Intranet, Executive Communications, Strategic Planning, Webmaster Services, Communication Training, Email Marketing, Leadership, Intranet Strategy, Strategy, Intranet Portals, Marketing, Media Relations, Content Strategy, Web Content Management, Speech Writing, User Experience, Content Development, Integrated Marketing, Newsletters, Storytelling, Reputation Management, Digital Strategy, New Media, Brand Development, Online Marketing, Communications Planning, Publicity, Corporate Branding, Blogging, Web Analytics
Education
Columbia University - Graduate School of Journalism 1995 — 1996
MS
McGill University 1992 — 1995
MA
Huron University College 1988 — 1992
BA
University of Toronto Schools 1982 — 1988
Larry Guillard Larry Guillard's Manulife Asset Management Experience June 2014 - November 2014
Job Business Consultant at Barclays Wealth and Investment Management
Industry Investment Management
Experience
Barclays Wealth and Investment Management January 2015 - Present
Leaders in Investment Operations in New York City Area 2013 - Present
Potomac Asset Management Co., Inc. October 2013 - December 2014
Manulife Asset Management June 2014 - November 2014
Declaration Management & Research LLC 1999 - 2012
Daiwa Securities 1996 - 1999
National Westminster Bank NA 1995 - 1996
Skills
Bonds, Hedge Funds, CMBS, Bloomberg Terminal, Credit Derivatives, Alternative Investments, CDO, Capital Markets, CDS, Fixed Income, Structured Finance, MBS, Trading Systems, Asset Management, ABS, Credit, Securitization, Investments, Trading, Structured Products, Collateral Management, Securities, Due Diligence, Derivatives, Investment Management, Valuation, Portfolio Management, Currency Futures, Operating Budgets, Equities, Middle Office, Bloomberg, High Yield, Funding, Options, Asset Allocation, Financial Modeling, Financial Markets, Fund Of Funds, Corporate Finance, CLO, Investment Vehicles, 1940 Act, Investment Advisory, Financial Services, Finance, Risk Management, Credit Risk, Mutual Funds, Credit Analysis
Education
Drexel University 1990 — 1995
Bachelor's Degree, Business Administration - Finance & Economics
Barclays Wealth and Investment Management January 2015 - Present
Leaders in Investment Operations in New York City Area 2013 - Present
Potomac Asset Management Co., Inc. October 2013 - December 2014
Manulife Asset Management June 2014 - November 2014
Declaration Management & Research LLC 1999 - 2012
Daiwa Securities 1996 - 1999
National Westminster Bank NA 1995 - 1996
Skills
Bonds, Hedge Funds, CMBS, Bloomberg Terminal, Credit Derivatives, Alternative Investments, CDO, Capital Markets, CDS, Fixed Income, Structured Finance, MBS, Trading Systems, Asset Management, ABS, Credit, Securitization, Investments, Trading, Structured Products, Collateral Management, Securities, Due Diligence, Derivatives, Investment Management, Valuation, Portfolio Management, Currency Futures, Operating Budgets, Equities, Middle Office, Bloomberg, High Yield, Funding, Options, Asset Allocation, Financial Modeling, Financial Markets, Fund Of Funds, Corporate Finance, CLO, Investment Vehicles, 1940 Act, Investment Advisory, Financial Services, Finance, Risk Management, Credit Risk, Mutual Funds, Credit Analysis
Education
Drexel University 1990 — 1995
Bachelor's Degree, Business Administration - Finance & Economics
Lee Giunta Lee Giunta's Manulife Asset Management Experience September 2015 - Present
Job Associate, Fixed Income Portfolio Specialist
Industry Investment Management
Experience
Manulife Asset Management September 2015 - Present
Regiment Capital Advisors LP July 2014 - August 2015
U.S. Bank July 2013 - July 2014
U.S. Bank -- CDO October 2011 - July 2013
Capuzziello, Larson & Associates July 2011 - October 2011
Skills
Bank Loans, Bloomberg Terminal, Structured Finance, Bonds, Microsoft Excel
Education
Bryant University 2007 — 2011
BS/BA, Finance
Manulife Asset Management September 2015 - Present
Regiment Capital Advisors LP July 2014 - August 2015
U.S. Bank July 2013 - July 2014
U.S. Bank -- CDO October 2011 - July 2013
Capuzziello, Larson & Associates July 2011 - October 2011
Skills
Bank Loans, Bloomberg Terminal, Structured Finance, Bonds, Microsoft Excel
Education
Bryant University 2007 — 2011
BS/BA, Finance
Eric Martino Eric Martino's Manulife Asset Management Experience August 2015 - Present
Job Director, Asset Allocation Portfolio Specialist at Manulife Asset Management
Industry Financial Services
Experience
Manulife Asset Management August 2015 - Present
Fidelity Investments February 2013 - Present
Putnam Investments June 2011 - January 2013
Putnam Investments July 2009 - June 2011
Putnam Investments June 2004 - July 2009
Skills
Mutual Funds, Asset Allocation, Equities, Investments, Alternative Investments, Series 7, Asset Management, Portfolio Management
Education
Fairfield University 2000 — 2004
BA, Accounting
LCA
Manulife Asset Management August 2015 - Present
Fidelity Investments February 2013 - Present
Putnam Investments June 2011 - January 2013
Putnam Investments July 2009 - June 2011
Putnam Investments June 2004 - July 2009
Skills
Mutual Funds, Asset Allocation, Equities, Investments, Alternative Investments, Series 7, Asset Management, Portfolio Management
Education
Fairfield University 2000 — 2004
BA, Accounting
LCA
Brian Lonto's Manulife Asset Management Experience July 2015 - Present
Job Senior Investment Compliance Analyst at Manulife Asset Management
Industry Investment Management
Experience
Manulife Asset Management July 2015 - Present
Manulife Asset Management September 2013 - July 2015
Manulife Asset Management October 2012 - August 2013
Grove City College August 2011 - May 2012
Cattaraugus County June 2009 - August 2010
Cattaraugus County August 2008 - January 2009
Skills
Microsoft Excel, Nonprofits, Training, Finance, PowerPoint, Economics, Microsoft Office, Social Media, Time Management, Management, SharePoint, Administration, Organizing, QuickBooks, Data Analysis, Public Speaking, Equities, Mutual Funds, ETFs, 1940 Act, UCITS, Word, Spreadsheets, Investment Compliance, Bloomberg Software, Records Management, Government..., Budgeting, Google Docs, Access, Compliance, Investment Advisers Act, Investments, Leadership, Analysis, Research, Bloomberg, Fixed Income
Education
Grove City College 2009 — 2012
B.A., Economics
Manulife Asset Management July 2015 - Present
Manulife Asset Management September 2013 - July 2015
Manulife Asset Management October 2012 - August 2013
Grove City College August 2011 - May 2012
Cattaraugus County June 2009 - August 2010
Cattaraugus County August 2008 - January 2009
Skills
Microsoft Excel, Nonprofits, Training, Finance, PowerPoint, Economics, Microsoft Office, Social Media, Time Management, Management, SharePoint, Administration, Organizing, QuickBooks, Data Analysis, Public Speaking, Equities, Mutual Funds, ETFs, 1940 Act, UCITS, Word, Spreadsheets, Investment Compliance, Bloomberg Software, Records Management, Government..., Budgeting, Google Docs, Access, Compliance, Investment Advisers Act, Investments, Leadership, Analysis, Research, Bloomberg, Fixed Income
Education
Grove City College 2009 — 2012
B.A., Economics
Mike Fantin Mike Fantin's Manulife Asset Management Experience February 2012 - Present
Job Relationship Manager at Manulife Asset Management
Industry Investment Management
Experience
Manulife Asset Management February 2012 - Present
Manulife Asset Management August 2011 - February 2012
State Street Global Advisors August 2007 - October 2010
Standard Life May 2003 - February 2007
BMO Financial Group 1997 - 2003
Skills
Investments, Mutual Funds, CRM, Analysis, Finance, Investment Strategies, Portfolio Management, Asset Management, Client Relationship..., Business Development, Salesforce.com, Separately Managed..., Inside Sales, Institutional Sales, Management, Trading, Fixed Income, Performance Attribution, Leadership, Bloomberg, Financial Services, Institutional Relations, Operational Strategies, Operations Research, Equities, Investment Operations, Fund Analysis
Education
Université de Sherbrooke 2004 — 2004
Programme de Développement du Leadership
Université de Sherbrooke 2004 — 2004
Programme D’Éducation Économique
Canadian Securities Institute 1999 — 1999
Investment Representative License
Concordia University 1992 — 1996
B.A., Economics
Champlain College 1989 — 1992
Bachelor of Arts (BA), Economics
Manulife Asset Management February 2012 - Present
Manulife Asset Management August 2011 - February 2012
State Street Global Advisors August 2007 - October 2010
Standard Life May 2003 - February 2007
BMO Financial Group 1997 - 2003
Skills
Investments, Mutual Funds, CRM, Analysis, Finance, Investment Strategies, Portfolio Management, Asset Management, Client Relationship..., Business Development, Salesforce.com, Separately Managed..., Inside Sales, Institutional Sales, Management, Trading, Fixed Income, Performance Attribution, Leadership, Bloomberg, Financial Services, Institutional Relations, Operational Strategies, Operations Research, Equities, Investment Operations, Fund Analysis
Education
Université de Sherbrooke 2004 — 2004
Programme de Développement du Leadership
Université de Sherbrooke 2004 — 2004
Programme D’Éducation Économique
Canadian Securities Institute 1999 — 1999
Investment Representative License
Concordia University 1992 — 1996
B.A., Economics
Champlain College 1989 — 1992
Bachelor of Arts (BA), Economics
Velislav Ivanov's Manulife Asset Management Experience November 2012 - Present
Job Investment Risk Analyst at Manulife Asset Management
Industry Financial Services
Experience
Manulife Asset Management November 2012 - Present
Manulife Asset Management August 2011 - November 2012
State Street Corporation - State Street Mutual Funds Services Co, LLC July 2009 - August 2011
State Street Corporation - State Street Mutual Funds Services Co, LLC January 2007 - July 2009
Skills
Bloomberg, Barclays Point, Factset, Financial Modeling, Financial Analysis, Fundamental Analysis, Research, Equities, Equity Valuation, Equity Research, Fixed Income, Bonds, Credit Risk, Risk Management, Quantitative Analytics, Performance Attribution, Derivatives, Settlements, Mutual Funds, Alternative Investments, Asset Allocation
Education
Boston University - School of Management
Master of Science (MS), Investment Management
University of Portsmouth
Bachelor of Arts (BA), International Finance and Trade
Manulife Asset Management November 2012 - Present
Manulife Asset Management August 2011 - November 2012
State Street Corporation - State Street Mutual Funds Services Co, LLC July 2009 - August 2011
State Street Corporation - State Street Mutual Funds Services Co, LLC January 2007 - July 2009
Skills
Bloomberg, Barclays Point, Factset, Financial Modeling, Financial Analysis, Fundamental Analysis, Research, Equities, Equity Valuation, Equity Research, Fixed Income, Bonds, Credit Risk, Risk Management, Quantitative Analytics, Performance Attribution, Derivatives, Settlements, Mutual Funds, Alternative Investments, Asset Allocation
Education
Boston University - School of Management
Master of Science (MS), Investment Management
University of Portsmouth
Bachelor of Arts (BA), International Finance and Trade
Matthew Buxton's Manulife Asset Management Experience June 2010 - Present
Job Director, Relationship Management at Manulife Asset Management
Industry Financial Services
Experience
Manulife Asset Management June 2010 - Present
Putnam Investments March 1999 - December 2009
Skills
Business Relationship..., Client Service, New Business Development, Investments, Institutional, Institutional Investors, Investment Management, Institutional..., CRM, Business Development, Mutual Funds, Alternative Investments, Relationship Management, Asset Allocation, Fixed Income, Financial Services, Client Services, Hedge Funds, Equities, Asset Management
Education
Boston College 2004 — 2007
Bachelor of Arts, History
Jacksonville University 1995 — 1998
North Middlesex Regional 1990 — 1994
Manulife Asset Management June 2010 - Present
Putnam Investments March 1999 - December 2009
Skills
Business Relationship..., Client Service, New Business Development, Investments, Institutional, Institutional Investors, Investment Management, Institutional..., CRM, Business Development, Mutual Funds, Alternative Investments, Relationship Management, Asset Allocation, Fixed Income, Financial Services, Client Services, Hedge Funds, Equities, Asset Management
Education
Boston College 2004 — 2007
Bachelor of Arts, History
Jacksonville University 1995 — 1998
North Middlesex Regional 1990 — 1994
Neil Massa Neil Massa's Manulife Asset Management Experience December 1996 - Present
Job Senior Equity Trader at Manulife Asset Management
Industry
Experience
Manulife Asset Management December 1996 - Present
State Street Bank March 1994 - May 1996
Skills
Equity Trading, Equities, Traders, Trading Systems, Investments, Stocks, Industry Analysis, ETFs, Securities, Electronic Trading, Competitive Analysis, Alternative Investments, Series 7, Equity Research, Bloomberg, Options, Series 63, Trading, Mutual Funds
Education
Boston University 1999 — 2007
MS, Financial Economics
University of Massachusetts, Amherst 1987 — 1992
BS, English
Manulife Asset Management December 1996 - Present
State Street Bank March 1994 - May 1996
Skills
Equity Trading, Equities, Traders, Trading Systems, Investments, Stocks, Industry Analysis, ETFs, Securities, Electronic Trading, Competitive Analysis, Alternative Investments, Series 7, Equity Research, Bloomberg, Options, Series 63, Trading, Mutual Funds
Education
Boston University 1999 — 2007
MS, Financial Economics
University of Massachusetts, Amherst 1987 — 1992
BS, English
Charles Juneau Charles Juneau's Manulife Asset Management Experience August 2015 - Present
Job Sr. Analyst, Investment Operations at Manulife Asset Management
Industry Financial Services
Experience
Manulife Asset Management August 2015 - Present
Valet Québec April 2010 - Present
Manulife Asset Management December 2014 - July 2015
Parker Hannifin May 2014 - December 2014
Skills
Marketing, Supervisory Skills, Finance, Automotive, Valet Parking, Strategic Planning, Operations Management, Teamwork
Education
HEC Montréal 2011 — 2014
Bachelor's degree, Finance, General
CEGEP Lionel-Groulx 2009 — 2011
DEC, Business Administration and Management, General
Collège Saint-Sacrement 2004 — 2009
DES
CFA Institute
Passed level I of the CFA Program
Manulife Asset Management August 2015 - Present
Valet Québec April 2010 - Present
Manulife Asset Management December 2014 - July 2015
Parker Hannifin May 2014 - December 2014
Skills
Marketing, Supervisory Skills, Finance, Automotive, Valet Parking, Strategic Planning, Operations Management, Teamwork
Education
HEC Montréal 2011 — 2014
Bachelor's degree, Finance, General
CEGEP Lionel-Groulx 2009 — 2011
DEC, Business Administration and Management, General
Collège Saint-Sacrement 2004 — 2009
DES
CFA Institute
Passed level I of the CFA Program
Bruce Speca's Manulife Asset Management Experience June 2010 - May 2011
Job Member Board of Directors at Expect Miracles Foundation Financial Services Against Cancer
Industry Financial Services
Experience
SEI November 2011 - Present
Expect Miracles Foundation - Financial Services Against Cancer 2005 - Present
Manulife Asset Management June 2010 - May 2011
John Hancock Financial Services June 2003 - June 2010
Pioneer Investments June 2001 - April 2002
Mutualfunds.com October 1999 - December 2000
New England Funds 1998 - 1999
Education
Univesity of Chicago 1978 — 1980
MBA, Finance/Marketing
Boston College 1974 — 1978
B.S., Marketing
SEI November 2011 - Present
Expect Miracles Foundation - Financial Services Against Cancer 2005 - Present
Manulife Asset Management June 2010 - May 2011
John Hancock Financial Services June 2003 - June 2010
Pioneer Investments June 2001 - April 2002
Mutualfunds.com October 1999 - December 2000
New England Funds 1998 - 1999
Education
Univesity of Chicago 1978 — 1980
MBA, Finance/Marketing
Boston College 1974 — 1978
B.S., Marketing
Taras Mintenko Taras Mintenko's Manulife Asset Management Experience March 2014 - Present
Job Equity Research Analyst at Manulife Asset Management
Industry Investment Management
Experience
Manulife Asset Management March 2014 - Present
Education
University of Toronto
Honours Bachelor of Arts (Hon.B.A.)
Butler University
Undergraduate level exchange program
National University 'Ivan Franko' , Lviv
Manulife Asset Management March 2014 - Present
Education
University of Toronto
Honours Bachelor of Arts (Hon.B.A.)
Butler University
Undergraduate level exchange program
National University 'Ivan Franko' , Lviv
Ara Froundjian, CFA's Manulife Asset Management Experience July 2015 - Present
Job Portfolio Manager at Manulife Asset Management
Industry Investment Management
Experience
Manulife Asset Management July 2015 - Present
Standard Life Investments February 2014 - Present
Standard Life Investments March 2008 - February 2014
HSBC 2007 - 2008
Education
Concordia University 2003 — 2006
Bachelor of Commerce, Finance
ESSCA Budapest
Manulife Asset Management July 2015 - Present
Standard Life Investments February 2014 - Present
Standard Life Investments March 2008 - February 2014
HSBC 2007 - 2008
Education
Concordia University 2003 — 2006
Bachelor of Commerce, Finance
ESSCA Budapest
Ben Kriete Ben Kriete's Manulife Asset Management Experience May 2015 - Present
Job Senior Manager at Manulife Asset Management
Industry Financial Services
Experience
Manulife Asset Management May 2015 - Present
Manulife Asset Management May 2014 - Present
Manulife Asset Management August 2012 - May 2014
Manulife Asset Management April 2011 - August 2012
State Street Bank June 2008 - May 2011
Northeast Foundation for Children 2004 - June 2008
Skills
Fixed Income, Asset Management, Excel, Problem Solving, Access, Microsoft Office, Bloomberg, Word, FX, Microsoft Word, Corporate Actions, Bloomberg Terminal, Data Analysis, Financial Modeling, Customer Service, Analysis, FX Options, Alternative Investments, CRM, Risk Management, Equities, Training, Financial Services, Business Analysis, Securities, Mutual Funds
Education
University of Massachusetts, Amherst 2001 — 2003
BS, Fisheries Conservation
University of Massachusetts, Amherst 1998 — 2000
BA, English
Greenfield Community College 1996 — 1998
AA, Liberal Arts
Northeastern University - Graduate School of Business Administration
Master of Business Administration (MBA), Business Administration and Management, General
Manulife Asset Management May 2015 - Present
Manulife Asset Management May 2014 - Present
Manulife Asset Management August 2012 - May 2014
Manulife Asset Management April 2011 - August 2012
State Street Bank June 2008 - May 2011
Northeast Foundation for Children 2004 - June 2008
Skills
Fixed Income, Asset Management, Excel, Problem Solving, Access, Microsoft Office, Bloomberg, Word, FX, Microsoft Word, Corporate Actions, Bloomberg Terminal, Data Analysis, Financial Modeling, Customer Service, Analysis, FX Options, Alternative Investments, CRM, Risk Management, Equities, Training, Financial Services, Business Analysis, Securities, Mutual Funds
Education
University of Massachusetts, Amherst 2001 — 2003
BS, Fisheries Conservation
University of Massachusetts, Amherst 1998 — 2000
BA, English
Greenfield Community College 1996 — 1998
AA, Liberal Arts
Northeastern University - Graduate School of Business Administration
Master of Business Administration (MBA), Business Administration and Management, General
Andrew Homan Andrew Homan's Manulife Asset Management Experience June 2013 - August 2013
Job Director, Digital Banking at Meridian Credit Union
Industry Financial Services
Experience
Meridian Credit Union September 2013 - Present
Manulife Asset Management June 2013 - August 2013
Manulife Asset Management October 2010 - June 2013
Fidelity Investments April 2006 - October 2010
Skills
Marketing Communications, Web Analytics, Digital Strategy, SEO, Google Analytics, Web Content Management, CMS, Omniture, Brand Development, Advertising, Marketing Strategy, Digital Marketing, Email Marketing, Social Media Marketing, Online Marketing, Social Media, Leadership, Management, Branding Research, Online Advertising, Mobile Web Design, Campaign Launch, Marketing Automation, Video, Webcasting, RSS, Podcasting, Video Podcasts, Project Management, Fatwire, Vignette, Ektron, Silverpop, Genius, Salesforce.com, XHTML, CSS, XML, Microsoft Office, Visio, Adobe Creative Suite, Marketing
Education
British Columbia Institute of Technology 2007 — 2013
Certificate, Web Technologies
University of Toronto 2006 — 2006
Certificate, Information Architecture
University of Western Sydney 1999 — 2002
Bachelor of Communications, Advertising
High School
High School
High School
Meridian Credit Union September 2013 - Present
Manulife Asset Management June 2013 - August 2013
Manulife Asset Management October 2010 - June 2013
Fidelity Investments April 2006 - October 2010
Skills
Marketing Communications, Web Analytics, Digital Strategy, SEO, Google Analytics, Web Content Management, CMS, Omniture, Brand Development, Advertising, Marketing Strategy, Digital Marketing, Email Marketing, Social Media Marketing, Online Marketing, Social Media, Leadership, Management, Branding Research, Online Advertising, Mobile Web Design, Campaign Launch, Marketing Automation, Video, Webcasting, RSS, Podcasting, Video Podcasts, Project Management, Fatwire, Vignette, Ektron, Silverpop, Genius, Salesforce.com, XHTML, CSS, XML, Microsoft Office, Visio, Adobe Creative Suite, Marketing
Education
British Columbia Institute of Technology 2007 — 2013
Certificate, Web Technologies
University of Toronto 2006 — 2006
Certificate, Information Architecture
University of Western Sydney 1999 — 2002
Bachelor of Communications, Advertising
High School
High School
High School
Leona Merk Leona Merk's Manulife Asset Management Experience August 2010 - February 2015
Job Executive Assistant to CEO at Aegerion Pharmaceuticals
Industry Photography
Experience
Aegerion Pharmaceuticals February 2015 - Present
Leona Merk Photography February 2009 - Present
Manulife Asset Management August 2010 - February 2015
Cultural Agents Harvard University May 2009 - August 2009
Partners HealthCare October 2006 - January 2009
Dielectric Communications March 2006 - October 2006
Hancock Lumber May 2004 - January 2006
Skills
Event Planning, Social Media, Marketing, Public Speaking, Strategic Planning, Social Networking, Event Management, Microsoft Office, Project Management, Facebook, Community Outreach, Microsoft Excel, Non-profits, Fundraising, Nonprofits, Photoshop, Outlook, Customer Service, Public Relations, Data Analysis, Program Management, Market Research, Microsoft Word, PowerPoint, Leadership, Social Media Marketing
Education
New England School of Photography 2009 — 2010
Documentary, Visual Journalism
Bowdoin College 2005 — 2005
Aegerion Pharmaceuticals February 2015 - Present
Leona Merk Photography February 2009 - Present
Manulife Asset Management August 2010 - February 2015
Cultural Agents Harvard University May 2009 - August 2009
Partners HealthCare October 2006 - January 2009
Dielectric Communications March 2006 - October 2006
Hancock Lumber May 2004 - January 2006
Skills
Event Planning, Social Media, Marketing, Public Speaking, Strategic Planning, Social Networking, Event Management, Microsoft Office, Project Management, Facebook, Community Outreach, Microsoft Excel, Non-profits, Fundraising, Nonprofits, Photoshop, Outlook, Customer Service, Public Relations, Data Analysis, Program Management, Market Research, Microsoft Word, PowerPoint, Leadership, Social Media Marketing
Education
New England School of Photography 2009 — 2010
Documentary, Visual Journalism
Bowdoin College 2005 — 2005
Yasir Iqbal Yasir Iqbal's Manulife Asset Management Experience October 2014 - Present
Job Compliance Officer, Investment Compliance
Industry Investment Management
Experience
Manulife Asset Management October 2014 - Present
CIBC January 2014 - October 2014
Saint Mary's University September 2012 - June 2013
Skills
Portfolio Management, Equities, Equity Research, Fixed Income, Derivatives, Foreign Exchange, Commodity, ETFs, Financial Analysis, Alternative Investments, Hedge Funds, Mutual Funds, Bloomberg, Investment Compliance, VBA, VB.NET
Education
2016 Level ll Candidate in the CFA Program
Passed Level I of the CFA Program
Sobey School of Business at Saint Mary's University 2012 — 2013
Master of Finance (MFin), Finance
University of the Punjab, Lahore 2008 — 2012
Master of Business & Information Technology (MBIT), Finance
University of Gujrat 2006 — 2008
Bachelor of Arts (B.A.), Economics
Manulife Asset Management October 2014 - Present
CIBC January 2014 - October 2014
Saint Mary's University September 2012 - June 2013
Skills
Portfolio Management, Equities, Equity Research, Fixed Income, Derivatives, Foreign Exchange, Commodity, ETFs, Financial Analysis, Alternative Investments, Hedge Funds, Mutual Funds, Bloomberg, Investment Compliance, VBA, VB.NET
Education
2016 Level ll Candidate in the CFA Program
Passed Level I of the CFA Program
Sobey School of Business at Saint Mary's University 2012 — 2013
Master of Finance (MFin), Finance
University of the Punjab, Lahore 2008 — 2012
Master of Business & Information Technology (MBIT), Finance
University of Gujrat 2006 — 2008
Bachelor of Arts (B.A.), Economics
Cherry Mariano Cherry Mariano's Manulife Asset Management Experience January 2010 - Present
Job Subject Matter Expert on various Wealth Management Products
Industry Financial Services
Experience
Manulife Asset Management January 2010 - Present
Manulife Financial October 2004 - December 2009
Manulife Financial February 1991 - September 2004
Philippine National Bank August 1987 - 1988
GSIS - Government Service Insurance System 1987 - 1988
Skills
Customer Service, Banking, Investments, Microsoft Word, PowerPoint, Accounting, Mutual Funds, Life..., Training, Insurance, Finance, Mutual Funds, Leadership, Call Centers, Financial Analysis, Wealth Management, Analysis, Financial Services, Microsoft Office
Education
LOMA - Life Office Management Association Inc 1998 — 1999
Dr. Nicanor Reyes Memorial Colleges
Bachelor of Commerce (B.Com.) with honors, Accounting major
George Brown College
Bachelor of Commerce (B.Com.), Accounting and Related Services
Manulife Asset Management January 2010 - Present
Manulife Financial October 2004 - December 2009
Manulife Financial February 1991 - September 2004
Philippine National Bank August 1987 - 1988
GSIS - Government Service Insurance System 1987 - 1988
Skills
Customer Service, Banking, Investments, Microsoft Word, PowerPoint, Accounting, Mutual Funds, Life..., Training, Insurance, Finance, Mutual Funds, Leadership, Call Centers, Financial Analysis, Wealth Management, Analysis, Financial Services, Microsoft Office
Education
LOMA - Life Office Management Association Inc 1998 — 1999
Dr. Nicanor Reyes Memorial Colleges
Bachelor of Commerce (B.Com.) with honors, Accounting major
George Brown College
Bachelor of Commerce (B.Com.), Accounting and Related Services
Silvija Pukitis Silvija Pukitis's Manulife Asset Management Experience January 2014 - Present
Job Investment Analyst, Canadian Value Equity Team at Manulife Asset Management
Industry Financial Services
Experience
Manulife Asset Management January 2014 - Present
John Hancock Financial Services August 2013 - January 2014
Manulife Financial January 2013 - August 2013
Manulife Financial July 2012 - January 2013
Assante Wealth Management June 2011 - August 2011
Deloitte Canada May 2010 - August 2010
Stericycle May 2009 - August 2009
Skills
Research, Financial Modeling, CRM, Investments, Sales, Economics, Marketing, Finance, Financial Analysis
Education
McGill University 2008 — 2012
Bachelor of Commerce, Minor in Economics, Concentration in Finance
University of Toronto 2011 — 2011
International Economics
Amsterdam University of Applied Sciences 2010 — 2011
Bachelor of Commerce, Economics, Finance, Marketing
HES Amsterdam School of Business
program for Bachelor of Commerce
Manulife Asset Management January 2014 - Present
John Hancock Financial Services August 2013 - January 2014
Manulife Financial January 2013 - August 2013
Manulife Financial July 2012 - January 2013
Assante Wealth Management June 2011 - August 2011
Deloitte Canada May 2010 - August 2010
Stericycle May 2009 - August 2009
Skills
Research, Financial Modeling, CRM, Investments, Sales, Economics, Marketing, Finance, Financial Analysis
Education
McGill University 2008 — 2012
Bachelor of Commerce, Minor in Economics, Concentration in Finance
University of Toronto 2011 — 2011
International Economics
Amsterdam University of Applied Sciences 2010 — 2011
Bachelor of Commerce, Economics, Finance, Marketing
HES Amsterdam School of Business
program for Bachelor of Commerce
Robert E. Sykes, CFA Robert E. Sykes, CFA's Manulife Asset Management Experience June 2014 - Present
Job Managing Director, Asset Allocation at Manulife Asset Management
Industry Investment Management
Experience
Manulife Asset Management June 2014 - Present
Manulife Asset Management July 2010 - June 2014
John Hancock Life Insurance Company (U.S.A.) May 2008 - June 2010
FactSet Research Systems September 2004 - May 2008
Fidelity Investments June 2001 - September 2004
Skills
Asset Allocation, Manager Selection, Investment Research, Performance Attribution, Target Risk Strategies, Target Date Strategies, Risk Management, Equities, Fixed Income, Financial Statement..., Quantitative Research, Alternative Investments, Excel models, Investments, Portfolio Management, Global Macro, FactSet, Bloomberg, Visual Basic
Education
Boston College - Wallace E. Carroll Graduate School of Management 2013 — 2015
Master of Science in Finance
Providence College 1997 — 2001
B.S., Finance
Xaverian Brothers High School 1994 — 1997
Manulife Asset Management June 2014 - Present
Manulife Asset Management July 2010 - June 2014
John Hancock Life Insurance Company (U.S.A.) May 2008 - June 2010
FactSet Research Systems September 2004 - May 2008
Fidelity Investments June 2001 - September 2004
Skills
Asset Allocation, Manager Selection, Investment Research, Performance Attribution, Target Risk Strategies, Target Date Strategies, Risk Management, Equities, Fixed Income, Financial Statement..., Quantitative Research, Alternative Investments, Excel models, Investments, Portfolio Management, Global Macro, FactSet, Bloomberg, Visual Basic
Education
Boston College - Wallace E. Carroll Graduate School of Management 2013 — 2015
Master of Science in Finance
Providence College 1997 — 2001
B.S., Finance
Xaverian Brothers High School 1994 — 1997
Teresa Chuang Teresa Chuang's Manulife Asset Management Experience 2008 - Present
Job Managing Director, Global Relationship Management at John Hancock Asset Management
Industry Investment Management
Experience
John Hancock Asset Management 2008 - Present
Manulife Asset Management 2008 - Present
State Street Global Markets 2000 - 2007
Ogilvy & Mather Results Advertising 1995 - 1999
Skills
Bloomberg, Trading Systems, Fixed Income, Asset Management, Mutual Funds, Equities, Series 7, Strategy, Electronic Trading, Financial Services, Alternative Investments, Asset Allocation, Securities, Series 63, Investment Strategies, Hedge Funds, Investments
Education
Boston University
MBA, Finance & International Business
University of Auckland
BSc, BCom, Computer Science, Marketing
John Hancock Asset Management 2008 - Present
Manulife Asset Management 2008 - Present
State Street Global Markets 2000 - 2007
Ogilvy & Mather Results Advertising 1995 - 1999
Skills
Bloomberg, Trading Systems, Fixed Income, Asset Management, Mutual Funds, Equities, Series 7, Strategy, Electronic Trading, Financial Services, Alternative Investments, Asset Allocation, Securities, Series 63, Investment Strategies, Hedge Funds, Investments
Education
Boston University
MBA, Finance & International Business
University of Auckland
BSc, BCom, Computer Science, Marketing
Bryan F. Roda, CFA, CPA Bryan F. Roda, CFA, CPA's Manulife Asset Management Experience August 2014 - Present
Job
Industry Investment Management
Experience
Manulife Asset Management August 2014 - Present
Batterymarch Financial Management, Inc. (a Legg Mason affiliate) July 2008 - June 2014
Batterymarch Financial Management, Inc. (a Legg Mason affiliate) June 2007 - August 2007
EY October 2003 - August 2006
EY August 2000 - October 2003
Skills
Portfolio Management, Due Diligence, Investments, Financial Services, Management, Equities, Training, Emerging Markets, Customer Service, Relationship Management, Mutual Funds, Start-ups, Hedge Funds, Asset Management, Alternative Investments, Research, Wealth Management
Education
Cornell University - S.C. Johnson Graduate School of Management 2006 — 2008
MBA, Finance
Bucknell University 1996 — 2000
BSBA, Accounting
Manulife Asset Management August 2014 - Present
Batterymarch Financial Management, Inc. (a Legg Mason affiliate) July 2008 - June 2014
Batterymarch Financial Management, Inc. (a Legg Mason affiliate) June 2007 - August 2007
EY October 2003 - August 2006
EY August 2000 - October 2003
Skills
Portfolio Management, Due Diligence, Investments, Financial Services, Management, Equities, Training, Emerging Markets, Customer Service, Relationship Management, Mutual Funds, Start-ups, Hedge Funds, Asset Management, Alternative Investments, Research, Wealth Management
Education
Cornell University - S.C. Johnson Graduate School of Management 2006 — 2008
MBA, Finance
Bucknell University 1996 — 2000
BSBA, Accounting
Brian Kilbride Brian Kilbride's Manulife Asset Management Experience August 2015 - Present
Job Portfolio Analyst at Manulife Asset Management
Industry Financial Services
Experience
Manulife Asset Management August 2015 - Present
Manulife Asset Management July 2014 - July 2015
CME Group May 2013 - April 2014
Global Partners LP June 2012 - August 2012
Preston Todd Advisors May 2011 - September 2011
Education
Bentley University 2010 — 2014
Bachelor of Science (BS)
Copenhagen Business School 2012 — 2012
Manulife Asset Management August 2015 - Present
Manulife Asset Management July 2014 - July 2015
CME Group May 2013 - April 2014
Global Partners LP June 2012 - August 2012
Preston Todd Advisors May 2011 - September 2011
Education
Bentley University 2010 — 2014
Bachelor of Science (BS)
Copenhagen Business School 2012 — 2012
Drew Tewksbury, CFA's Manulife Asset Management Experience June 2015 - Present
Job Equity Portfolio Specialist at Manulife Asset Management
Industry Investment Management
Experience
Manulife Asset Management June 2015 - Present
F-Squared Investments March 2013 - June 2015
F&C Asset Management March 2010 - December 2012
State Street Global Advisors June 2008 - March 2010
VizQuest Ventures 2006 - 2007
Skills
RFP, Client Relations Skills, Sales, Financial Reporting, Consultant Relations, Database Managament, Equities, Fixed Income, Asset Management, Finance, Relationship Management
Education
Bentley University 2004 — 2008
Bachelors of Science, Marketing, Finance
Manulife Asset Management June 2015 - Present
F-Squared Investments March 2013 - June 2015
F&C Asset Management March 2010 - December 2012
State Street Global Advisors June 2008 - March 2010
VizQuest Ventures 2006 - 2007
Skills
RFP, Client Relations Skills, Sales, Financial Reporting, Consultant Relations, Database Managament, Equities, Fixed Income, Asset Management, Finance, Relationship Management
Education
Bentley University 2004 — 2008
Bachelors of Science, Marketing, Finance
Ryan Sumner CIM® Ryan Sumner CIM®'s Manulife Asset Management Experience October 2007 - April 2008
Job Director, Institutional Product Management
Industry Investment Management
Experience
Sentry Investments December 2014 - Present
John Hancock Retirement Services (Manulife Financial) June 2012 - December 2014
AGF Investments April 2008 - June 2012
Manulife Asset Management October 2007 - April 2008
Manulife Investments January 2006 - October 2007
Skills
Investments, Asset Managment, Portfolio Management, Equities, Financial Analysis, Microsoft Excel, Hedge Funds, Financial Modeling, Fixed Income, Risk Management, Microsoft Office, Valuation
Education
University of Guelph 1996 — 2000
Bachelor of Arts (B.A.) (Hons), Political Science and Government
Humber College 2000 — 2001
Marketing Management Diploma, Business and Personal/Financial Services Marketing Operations
Sentry Investments December 2014 - Present
John Hancock Retirement Services (Manulife Financial) June 2012 - December 2014
AGF Investments April 2008 - June 2012
Manulife Asset Management October 2007 - April 2008
Manulife Investments January 2006 - October 2007
Skills
Investments, Asset Managment, Portfolio Management, Equities, Financial Analysis, Microsoft Excel, Hedge Funds, Financial Modeling, Fixed Income, Risk Management, Microsoft Office, Valuation
Education
University of Guelph 1996 — 2000
Bachelor of Arts (B.A.) (Hons), Political Science and Government
Humber College 2000 — 2001
Marketing Management Diploma, Business and Personal/Financial Services Marketing Operations
Joseph Fong's Manulife Asset Management Experience August 2010 - August 2010
Job FSO Assurance Associate at EY
Industry Financial Services
Experience
EY October 2013 - Present
Network EverAfter April 2013 - Present
The Kairos Society February 2013 - Present
Ernst & Young June 2012 - August 2012
Bristol-Myers Squibb January 2012 - May 2012
Ernst & Young July 2011 - August 2011
Manulife Asset Management August 2010 - August 2010
Nexia International - Fan, Chan & Co. CPA July 2008 - August 2008
Skills
Auditing, Tax, Pivot Tables, Microsoft Office 2007, team oriented, Events Organizing, Negotiation, Time Management, Microsoft Excel, Internal Controls, Leadership, Access, Team-oriented, PowerPoint, Financial Statements, Microsoft Office, Financial Modeling, QuickBooks, Bookkeeping, General Ledger, Financial Analysis, Teamwork, Mandarin, Business, Microsoft Word, Events Organisation, Accounts Receivable, Strategy, Project Management, Business Strategy, Finance, Analysis
Education
Rutgers, The State University of New Jersey-Newark 2010 — 2013
B.S., Accounting
Diablo Valley College 2009 — 2010
Accounting
El Camino College 2008 — 2009
Accounting
La Salle College 2003 — 2008
EY October 2013 - Present
Network EverAfter April 2013 - Present
The Kairos Society February 2013 - Present
Ernst & Young June 2012 - August 2012
Bristol-Myers Squibb January 2012 - May 2012
Ernst & Young July 2011 - August 2011
Manulife Asset Management August 2010 - August 2010
Nexia International - Fan, Chan & Co. CPA July 2008 - August 2008
Skills
Auditing, Tax, Pivot Tables, Microsoft Office 2007, team oriented, Events Organizing, Negotiation, Time Management, Microsoft Excel, Internal Controls, Leadership, Access, Team-oriented, PowerPoint, Financial Statements, Microsoft Office, Financial Modeling, QuickBooks, Bookkeeping, General Ledger, Financial Analysis, Teamwork, Mandarin, Business, Microsoft Word, Events Organisation, Accounts Receivable, Strategy, Project Management, Business Strategy, Finance, Analysis
Education
Rutgers, The State University of New Jersey-Newark 2010 — 2013
B.S., Accounting
Diablo Valley College 2009 — 2010
Accounting
El Camino College 2008 — 2009
Accounting
La Salle College 2003 — 2008
Stephanie E. Lyons's Manulife Asset Management Experience July 2014 - Present
Job Credit Research Analyst
Industry Financial Services
Experience
Manulife Asset Management July 2014 - Present
FamilyAid Boston July 2014 - Present
John Hancock Financial Services January 2014 - June 2014
Manulife Asset Management July 2013 - January 2014
Manulife Asset Management January 2013 - July 2013
Manulife Asset Management July 2012 - December 2012
Boston University School of Management February 2011 - May 2012
Boston University School of Management September 2010 - May 2012
Brown Brothers Harriman June 2011 - February 2012
Cantella June 2010 - August 2010
Skills
Investments, Financial Modeling, Equities, Equity Research, Fixed Income Analysis, Market Research, Finance, Financial Statement..., Bloomberg, Factset, Access, Business Analysis, Morningstar Direct, eVestment, Salesforce.com, Capital IQ, Bloomberg Terminal, Valuation, Microsoft Excel
Education
Boston University - School of Management 2008 — 2012
Bachelor of Science in Business Administration, Finance
The Governor's Academy 2004 — 2008
Manulife Asset Management July 2014 - Present
FamilyAid Boston July 2014 - Present
John Hancock Financial Services January 2014 - June 2014
Manulife Asset Management July 2013 - January 2014
Manulife Asset Management January 2013 - July 2013
Manulife Asset Management July 2012 - December 2012
Boston University School of Management February 2011 - May 2012
Boston University School of Management September 2010 - May 2012
Brown Brothers Harriman June 2011 - February 2012
Cantella June 2010 - August 2010
Skills
Investments, Financial Modeling, Equities, Equity Research, Fixed Income Analysis, Market Research, Finance, Financial Statement..., Bloomberg, Factset, Access, Business Analysis, Morningstar Direct, eVestment, Salesforce.com, Capital IQ, Bloomberg Terminal, Valuation, Microsoft Excel
Education
Boston University - School of Management 2008 — 2012
Bachelor of Science in Business Administration, Finance
The Governor's Academy 2004 — 2008
Kyle Coatsworth, CFA Kyle Coatsworth, CFA's Manulife Asset Management Experience March 2011 - July 2013
Job Investment Counsellor at Burgundy Asset Management
Industry Financial Services
Experience
Burgundy Asset Management August 2013 - Present
Manulife Asset Management March 2011 - July 2013
Fidelity Investments October 2010 - March 2011
Fidelity Investments April 2010 - October 2010
Questrade October 2007 - December 2009
Skills
Product Development, Mutual Funds, Asset Managment, Equities, Fixed Income, Capital Markets, Alternative Investments, Investments
Education
CFA Institute 2008 — 2010
Humber College 2006 — 2007
Graduate Diploma, Finance & Marketing Management
The University of Western Ontario 2002 — 2006
BA
Burgundy Asset Management August 2013 - Present
Manulife Asset Management March 2011 - July 2013
Fidelity Investments October 2010 - March 2011
Fidelity Investments April 2010 - October 2010
Questrade October 2007 - December 2009
Skills
Product Development, Mutual Funds, Asset Managment, Equities, Fixed Income, Capital Markets, Alternative Investments, Investments
Education
CFA Institute 2008 — 2010
Humber College 2006 — 2007
Graduate Diploma, Finance & Marketing Management
The University of Western Ontario 2002 — 2006
BA
Shayla Griffin's Manulife Asset Management Experience July 2011 - Present
Job Pricing Analyst at Manulife Asset Management
Industry Financial Services
Experience
Manulife Asset Management July 2011 - Present
State Street June 2008 - June 2011
State Street March 2006 - June 2008
Education
Boston University 2013 — 2017
Master of Business Administration (MBA), Finance, General, 3.00
Emmanuel College 2001 — 2005
Bachelor of Arts (B.A.), Mathematics, 3.49
Manulife Asset Management July 2011 - Present
State Street June 2008 - June 2011
State Street March 2006 - June 2008
Education
Boston University 2013 — 2017
Master of Business Administration (MBA), Finance, General, 3.00
Emmanuel College 2001 — 2005
Bachelor of Arts (B.A.), Mathematics, 3.49
Karen Bannister's Manulife Asset Management Experience July 2003 - October 2008
Job Web Lead, Digital Properties at Manulife Financial
Industry Financial Services
Experience
Manulife Financial May 2013 - Present
Manulife Financial May 2012 - May 2013
Manulife Financial October 2008 - May 2012
Manulife Asset Management July 2003 - October 2008
Wall & Associates Professional Corporation 2002 - 2003
Skills
Creative Direction, Creative Concept..., Corporate Branding, Corporate Identity, Brand Development, Project Management, Project Planning, eMarketing, Creative Briefs, Graphic Design, Digital Design, Print Production..., Social Media, Web Project Management, Web Content Management, Web Design, Web Strategy, Usability Analysis, Information Architecture, Web Analytics, Web Development, Online Marketing, Marketing Communications, Web Marketing, Corporate Communications, Management, Marketing, Direct Marketing, Email Marketing, Integrated Marketing, Digital Strategy, Digital Marketing, Social Media Marketing
Education
George Brown College Continuing Education
IAB Canada
Certificate, Social Media Marketing
IAB Canada
Certificate, Integrated Digital Marketing
University of Toronto
University of Toronto
Certificate
Canadian Marketing Association
Certificate
Canadian Marketing Association
Certificate
Seneca College of Applied Arts and Technology
Certificate
Toronto School of Business
Diploma
Manulife Financial May 2013 - Present
Manulife Financial May 2012 - May 2013
Manulife Financial October 2008 - May 2012
Manulife Asset Management July 2003 - October 2008
Wall & Associates Professional Corporation 2002 - 2003
Skills
Creative Direction, Creative Concept..., Corporate Branding, Corporate Identity, Brand Development, Project Management, Project Planning, eMarketing, Creative Briefs, Graphic Design, Digital Design, Print Production..., Social Media, Web Project Management, Web Content Management, Web Design, Web Strategy, Usability Analysis, Information Architecture, Web Analytics, Web Development, Online Marketing, Marketing Communications, Web Marketing, Corporate Communications, Management, Marketing, Direct Marketing, Email Marketing, Integrated Marketing, Digital Strategy, Digital Marketing, Social Media Marketing
Education
George Brown College Continuing Education
IAB Canada
Certificate, Social Media Marketing
IAB Canada
Certificate, Integrated Digital Marketing
University of Toronto
University of Toronto
Certificate
Canadian Marketing Association
Certificate
Canadian Marketing Association
Certificate
Seneca College of Applied Arts and Technology
Certificate
Toronto School of Business
Diploma
Matt Bzdel Matt Bzdel's Manulife Asset Management Experience January 2015 - June 2015
Job Final Year Political Science and Finance Student | Pursuing career in London
Industry Financial Services
Experience
CFO Solutions, LLC June 2008 - Present
Manulife Asset Management January 2015 - June 2015
European Parliament September 2013 - December 2013
Looney & Grossman LLP January 2013 - June 2013
Skills
Time Management, Microsoft Office, Research, Politics, Policy Analysis, Finance, Microsoft Excel, Public Speaking, Access
Education
Northeastern University 2011 — 2016
Bachelor of Science (B.S.), Political Science and Business Administration (Finance Concentration)
The Leuven Institute for Ireland in Europe 2013 — 2013
Charles University in Prague 2012 — 2012
The Williston Northampton School 2008 — 2011
CFO Solutions, LLC June 2008 - Present
Manulife Asset Management January 2015 - June 2015
European Parliament September 2013 - December 2013
Looney & Grossman LLP January 2013 - June 2013
Skills
Time Management, Microsoft Office, Research, Politics, Policy Analysis, Finance, Microsoft Excel, Public Speaking, Access
Education
Northeastern University 2011 — 2016
Bachelor of Science (B.S.), Political Science and Business Administration (Finance Concentration)
The Leuven Institute for Ireland in Europe 2013 — 2013
Charles University in Prague 2012 — 2012
The Williston Northampton School 2008 — 2011
Josh DeGregorio Josh DeGregorio's Manulife Asset Management Experience June 2014 - June 2015
Job Graphic Designer at Massachusetts Teachers Association
Industry Graphic Design
Experience
Massachusetts Teachers Association June 2015 - Present
Manulife Asset Management June 2014 - June 2015
Education Development Center September 2010 - November 2013
Boston Courant newspaper January 2010 - September 2010
Unitarian Universalist Association June 2006 - September 2010
Bain & Company February 2007 - June 2008
Graphic Communications Assistant July 2005 - June 2006
Skills
Photoshop, Illustrator, InDesign, Adobe Creative Suite, Graphic Design, QuarkXPress, Logo Design, Brochures, Dreamweaver, Layout, Creative Direction, Art Direction, Posters, Mac, Social Media, HTML, Marketing, Microsoft Office, Invitations, WordPress, Newsletters, Web Design, Adobe Acrobat, Copywriting, User Experience
Education
Franklin Pierce University 2001 — 2004
Bachelor of Arts (B.A.), Graphic Communications
Franklin Pierce College 2000 — 2004
Bachelor of Arts (B.A.), Graphic Communications
Massachusetts Teachers Association June 2015 - Present
Manulife Asset Management June 2014 - June 2015
Education Development Center September 2010 - November 2013
Boston Courant newspaper January 2010 - September 2010
Unitarian Universalist Association June 2006 - September 2010
Bain & Company February 2007 - June 2008
Graphic Communications Assistant July 2005 - June 2006
Skills
Photoshop, Illustrator, InDesign, Adobe Creative Suite, Graphic Design, QuarkXPress, Logo Design, Brochures, Dreamweaver, Layout, Creative Direction, Art Direction, Posters, Mac, Social Media, HTML, Marketing, Microsoft Office, Invitations, WordPress, Newsletters, Web Design, Adobe Acrobat, Copywriting, User Experience
Education
Franklin Pierce University 2001 — 2004
Bachelor of Arts (B.A.), Graphic Communications
Franklin Pierce College 2000 — 2004
Bachelor of Arts (B.A.), Graphic Communications
Liz Blake's Manulife Asset Management Experience September 2014 - January 2015
Job Managing Director, Head of Investment Operations, Alternative Assets, Manulife Asset Management
Industry Investment Management
Experience
Manulife Asset Management, Private Assets May 2013 - May 2015
Manulife Asset Management September 2014 - January 2015
Manulife Asset Management, US May 2008 - May 2013
John Hancock Financial Services April 2006 - May 2008
Signator Investors, Inc. 1999 - 2006
Brown Brothers Harriman 1997 - 1999
Skills
Investments, Financial Services, Asset Management, Equities, Fixed Income, Portfolio Management, Management, Operations Management, Business Analysis, Risk Management, Bloomberg, New Business Development, Project Management, Capital Markets, Securities, Mutual Funds, Product Launch, Acquisition Integration, Financial Modeling
Education
D'Amore-McKim School of Business at Northeastern University 1997 — 1999
Master of Business Administration (MBA), Masters of Business Administration - general management leadership
University of Vermont 1986 — 1990
Bachelor of Arts (B.A.), Economics
Manulife Asset Management, Private Assets May 2013 - May 2015
Manulife Asset Management September 2014 - January 2015
Manulife Asset Management, US May 2008 - May 2013
John Hancock Financial Services April 2006 - May 2008
Signator Investors, Inc. 1999 - 2006
Brown Brothers Harriman 1997 - 1999
Skills
Investments, Financial Services, Asset Management, Equities, Fixed Income, Portfolio Management, Management, Operations Management, Business Analysis, Risk Management, Bloomberg, New Business Development, Project Management, Capital Markets, Securities, Mutual Funds, Product Launch, Acquisition Integration, Financial Modeling
Education
D'Amore-McKim School of Business at Northeastern University 1997 — 1999
Master of Business Administration (MBA), Masters of Business Administration - general management leadership
University of Vermont 1986 — 1990
Bachelor of Arts (B.A.), Economics
Charles Dery's Manulife Asset Management Experience April 2013 - Present
Job Sr. Analyst, Valuation | CFA Level 3 Candidate
Industry Financial Services
Experience
Manulife Asset Management April 2013 - Present
SGIS Management July 2012 - December 2012
APlus Tutorials June 2012 - October 2012
Linescape.ca 2005 - 2009
Skills
Financial Analysis, Teamwork, Leadership, Project Management, Financial Modeling, Accounting, Economics, Strategic Planning, KPI Dashboards, Process Improvement, Finance, Capial Markets, Market Research, Microsoft Excel, PowerPoint
Education
CFA Institute
CFA Level 3 Candidate, 2015
Concordia University 2009 — 2012
Bachelor of Commerce (B.Com.), Finance
Dawson College
DEC, Creative & Applied Arts
Manulife Asset Management April 2013 - Present
SGIS Management July 2012 - December 2012
APlus Tutorials June 2012 - October 2012
Linescape.ca 2005 - 2009
Skills
Financial Analysis, Teamwork, Leadership, Project Management, Financial Modeling, Accounting, Economics, Strategic Planning, KPI Dashboards, Process Improvement, Finance, Capial Markets, Market Research, Microsoft Excel, PowerPoint
Education
CFA Institute
CFA Level 3 Candidate, 2015
Concordia University 2009 — 2012
Bachelor of Commerce (B.Com.), Finance
Dawson College
DEC, Creative & Applied Arts
Timothy Malloy Timothy Malloy's Manulife Asset Management Experience 2004 - March 2013
Job Portfolio Manager / Investment Analyst
Industry Investment Management
Experience
Birch Hill Investment Advisors LLC August 2013 - Present
Manulife Asset Management 2004 - March 2013
Manulife Asset Management August 2004 - May 2011
Thomas Weisel Partners 2002 - 2004
Baring Asset Management 2000 - 2001
Heritage Bank September 1998 - January 2000
Pioneer Investments September 1996 - June 1998
Skills
Bloomberg, Financial Modeling, Asset Management, Buy-side, Financial Analysis, Mutual Funds, Hedge Funds, Asset Allocation, Alternative Investments, Asset Managment, Investment Banking, Derivatives, Private Equity, Emerging Markets, Securities, Options, Investment Management, Valuation, Risk Management, Investment Strategies, Equity Valuation, Institutional..., Quantitative Analytics, High Yield, Fund Of Funds, Wealth Management, Investment Advisory..., Factset, Consumer Discretionary, Consumer Staples, Technology, ETFs, Internet & Media, Northfield Research, Datastream, Foreign Languages, Fundamental Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 1998
MBA, Finance & Accounting
The Catholic University of America 1990 — 1993
Bachelor of Arts (BA), Spanish Language and Finance
Tilton School 1988 — 1989
Birch Hill Investment Advisors LLC August 2013 - Present
Manulife Asset Management 2004 - March 2013
Manulife Asset Management August 2004 - May 2011
Thomas Weisel Partners 2002 - 2004
Baring Asset Management 2000 - 2001
Heritage Bank September 1998 - January 2000
Pioneer Investments September 1996 - June 1998
Skills
Bloomberg, Financial Modeling, Asset Management, Buy-side, Financial Analysis, Mutual Funds, Hedge Funds, Asset Allocation, Alternative Investments, Asset Managment, Investment Banking, Derivatives, Private Equity, Emerging Markets, Securities, Options, Investment Management, Valuation, Risk Management, Investment Strategies, Equity Valuation, Institutional..., Quantitative Analytics, High Yield, Fund Of Funds, Wealth Management, Investment Advisory..., Factset, Consumer Discretionary, Consumer Staples, Technology, ETFs, Internet & Media, Northfield Research, Datastream, Foreign Languages, Fundamental Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 1998
MBA, Finance & Accounting
The Catholic University of America 1990 — 1993
Bachelor of Arts (BA), Spanish Language and Finance
Tilton School 1988 — 1989
Amanda Ruffo's Manulife Asset Management Experience June 2013 - Present
Job at
Industry Legal Services
Experience
Manulife Asset Management June 2013 - Present
Rawson, Merrigan & Litner, LLP May 2012 - May 2013
Law Offices of John D. Masciarelli and Paul Martignetti August 2011 - May 2012
Twins Enterprise June 2010 - July 2011
Forty Seven Brand (formerly Twins Enterprise, Inc) 2010 - July 2011
Skills
Legal Compliance, FX Derivatives, ISDA, Customer Service, Legal Documents, FX Options, Derivatives Trading, Legal Assistance, SharePoint..., Corporate Governance, Research, Market Research, Accounting, Social Media, Personal Injury..., Workers' Compensation..., PowerPoint, Outlook, Financial Modeling, Microsoft Word, Accounts Receivable, Microsoft Office, Microsoft Excel
Education
Boston University 2011 — 2011
Paralegal Certificate, Legal Assistant/Paralegal, GPA 3.7
Northeastern University 2005 — 2010
Bachelor's Degree, Business Administration and Management, General, 3.0
Manulife Asset Management June 2013 - Present
Rawson, Merrigan & Litner, LLP May 2012 - May 2013
Law Offices of John D. Masciarelli and Paul Martignetti August 2011 - May 2012
Twins Enterprise June 2010 - July 2011
Forty Seven Brand (formerly Twins Enterprise, Inc) 2010 - July 2011
Skills
Legal Compliance, FX Derivatives, ISDA, Customer Service, Legal Documents, FX Options, Derivatives Trading, Legal Assistance, SharePoint..., Corporate Governance, Research, Market Research, Accounting, Social Media, Personal Injury..., Workers' Compensation..., PowerPoint, Outlook, Financial Modeling, Microsoft Word, Accounts Receivable, Microsoft Office, Microsoft Excel
Education
Boston University 2011 — 2011
Paralegal Certificate, Legal Assistant/Paralegal, GPA 3.7
Northeastern University 2005 — 2010
Bachelor's Degree, Business Administration and Management, General, 3.0
Sloane Nichols Sloane Nichols's Manulife Asset Management Experience April 2002 - May 2003
Job Brokerage Vice President at Colliers International
Industry Commercial Real Estate
Experience
Colliers International July 2015 - Present
Athens Angel Fund 2012 - Present
Atlas real estate advisors June 2014 - July 2015
Parkside Partners, Inc. October 2013 - June 2014
Nichols Land & Inv. October 2005 - October 2013
Manulife Asset Management April 2002 - May 2003
Trammell Crow Company January 2001 - April 2002
CBRE June 1999 - January 2001
Bank of America November 1996 - 1999
Skills
Real Estate, Investment Properties, REO, Negotiation, Strategic Planning, Social Media, Brokerage, Contract Negotiation, Public Relations, Public Speaking, Sellers, Location Intelligence, Social Media Marketing, Sales, Investments, Leases, Real Estate Transactions, Asset Management, Commercial Real Estate, Disposition, Tenant Representation, Foreclosures, Lease Negotiations, Dispositions
Education
Colgate University 1991 — 1995
Bachelor of Arts (BA), Political Science
Summit country day
Colliers International July 2015 - Present
Athens Angel Fund 2012 - Present
Atlas real estate advisors June 2014 - July 2015
Parkside Partners, Inc. October 2013 - June 2014
Nichols Land & Inv. October 2005 - October 2013
Manulife Asset Management April 2002 - May 2003
Trammell Crow Company January 2001 - April 2002
CBRE June 1999 - January 2001
Bank of America November 1996 - 1999
Skills
Real Estate, Investment Properties, REO, Negotiation, Strategic Planning, Social Media, Brokerage, Contract Negotiation, Public Relations, Public Speaking, Sellers, Location Intelligence, Social Media Marketing, Sales, Investments, Leases, Real Estate Transactions, Asset Management, Commercial Real Estate, Disposition, Tenant Representation, Foreclosures, Lease Negotiations, Dispositions
Education
Colgate University 1991 — 1995
Bachelor of Arts (BA), Political Science
Summit country day
Brian Morelli Brian Morelli's Manulife Asset Management Experience July 2015 - Present
Job Distribution Compliance and Pastoral Ministry
Industry Financial Services
Experience
Spirit of Christ Church September 2015 - Present
Manulife Asset Management July 2015 - Present
Anglican Church of the Redeemer January 2014 - July 2015
Manulife Asset Management May 2010 - June 2015
Anglican Church of the Resurrection June 2012 - October 2013
All Saints' Anglican Church May 2010 - May 2012
Skills
Pastoral Care, Theology, Preaching, Missions, Youth Ministry, Public Speaking, Biblical Studies, Discipleship, Teaching, Volunteer Management, Non-profits, Religion, Curriculum Design, Pastoral Counseling, Pastoral, Chaplaincy, Liturgy, Church Growth, Apologetics, Evangelism, Spiritual Direction, Church Events, Conflict Resolution, Community Outreach, Social Justice, Church History, Psychotherapy, Nonprofits
Education
Gordon Conwell Theological Seminary 2007 — 2010
M.Div., Divinity
University of Massachusetts Dartmouth 2000 — 2004
BA, History
Spirit of Christ Church September 2015 - Present
Manulife Asset Management July 2015 - Present
Anglican Church of the Redeemer January 2014 - July 2015
Manulife Asset Management May 2010 - June 2015
Anglican Church of the Resurrection June 2012 - October 2013
All Saints' Anglican Church May 2010 - May 2012
Skills
Pastoral Care, Theology, Preaching, Missions, Youth Ministry, Public Speaking, Biblical Studies, Discipleship, Teaching, Volunteer Management, Non-profits, Religion, Curriculum Design, Pastoral Counseling, Pastoral, Chaplaincy, Liturgy, Church Growth, Apologetics, Evangelism, Spiritual Direction, Church Events, Conflict Resolution, Community Outreach, Social Justice, Church History, Psychotherapy, Nonprofits
Education
Gordon Conwell Theological Seminary 2007 — 2010
M.Div., Divinity
University of Massachusetts Dartmouth 2000 — 2004
BA, History
Jonas Grazulis, CFA's Manulife Asset Management Experience July 2013 - Present
Job Research Analyst at Manulife Asset Management
Industry Investment Management
Experience
Manulife Asset Management July 2013 - Present
Manulife Asset Management July 2011 - July 2013
Skills
Financial Modeling, Valuation, Investments, Financial Markets, Mutual Funds, Alternative Investments, Equity Research, Portfolio Management, Capital Markets, Fixed Income, Private Equity, Investment Management, Emerging Markets, Securities, Due Diligence
Education
Bentley University 2007 — 2011
Bachelor of Science, Economics-Finance
Boston College High School 2003 — 2007
High School
Manulife Asset Management July 2013 - Present
Manulife Asset Management July 2011 - July 2013
Skills
Financial Modeling, Valuation, Investments, Financial Markets, Mutual Funds, Alternative Investments, Equity Research, Portfolio Management, Capital Markets, Fixed Income, Private Equity, Investment Management, Emerging Markets, Securities, Due Diligence
Education
Bentley University 2007 — 2011
Bachelor of Science, Economics-Finance
Boston College High School 2003 — 2007
High School
Leah Greer Leah Greer's Manulife Asset Management Experience July 2013 - Present
Job Sales Assistant at Manulife Asset Management
Industry Investment Management
Experience
Manulife Asset Management July 2013 - Present
Planned Parenthood League of Massachusetts February 2012 - June 2013
Skills
Salesforce, Lotus...
Education
Barnard College 2008 — 2011
Bachelor's degree, Sociology
Connecticut College 2007 — 2008
N/A- Trasfer, Liberal Arts
Manulife Asset Management July 2013 - Present
Planned Parenthood League of Massachusetts February 2012 - June 2013
Skills
Salesforce, Lotus...
Education
Barnard College 2008 — 2011
Bachelor's degree, Sociology
Connecticut College 2007 — 2008
N/A- Trasfer, Liberal Arts
Chau Vu Chau Vu's Manulife Asset Management Experience January 2013 - Present
Job Business Analyst Technical Lead at Manulife Asset Management
Industry Information Technology and Services
Experience
Manulife Asset Management January 2013 - Present
John Hancock Life Insurance Company (U.S.A.) June 2011 - December 2012
Premier Research Group June 2009 - May 2011
ABC MT September 2008 - May 2010
Horizon Capital Realty June 2008 - August 2008
Joslin Diabetes Center Through the OfficeTeam June 2007 - August 2007
BSI International June 2006 - August 2006
Skills
Business Analysis, Database Design, PL/SQL, SQL, Oracle, Databases, Microsoft SQL Server, Integration, VBA, Crystal Reports, Portia, Client Reporting, Agile, Iterations, Project Management, Project Coordination, CRM, Requirements Analysis, Data Mining, Data Analysis, XML, Requirements Gathering, Quality Assurance
Education
University of Massachusetts, Amherst 2004 — 2008
Bachelors, Economics and Management Information Systems
Boston Latin School 1998 — 2004
Manulife Asset Management January 2013 - Present
John Hancock Life Insurance Company (U.S.A.) June 2011 - December 2012
Premier Research Group June 2009 - May 2011
ABC MT September 2008 - May 2010
Horizon Capital Realty June 2008 - August 2008
Joslin Diabetes Center Through the OfficeTeam June 2007 - August 2007
BSI International June 2006 - August 2006
Skills
Business Analysis, Database Design, PL/SQL, SQL, Oracle, Databases, Microsoft SQL Server, Integration, VBA, Crystal Reports, Portia, Client Reporting, Agile, Iterations, Project Management, Project Coordination, CRM, Requirements Analysis, Data Mining, Data Analysis, XML, Requirements Gathering, Quality Assurance
Education
University of Massachusetts, Amherst 2004 — 2008
Bachelors, Economics and Management Information Systems
Boston Latin School 1998 — 2004
Vladyslav Kyrychenko Vladyslav Kyrychenko's Manulife Asset Management Experience June 2014 - Present
Job Director, Senior Investment Analyst at Manulife Asset Management
Industry Investment Management
Experience
Manulife Asset Management June 2014 - Present
Skills
Asset Allocation, Equities, Financial Modeling, Investments, Capital Markets, Fixed Income, Quantitative Analysis, Alternative Investments, Equity Research, Bloomberg, Quantitative Analytics, Financial Risk, Bonds, Mutual Funds, Quantitative Finance, Financial Markets, Strategic Financial..., Investment Management, Investment Strategies, Financial Analysis, Asset Management, Equity Valuation
Education
York University - Schulich School of Business 2002 — 2007
Ph.D.
Central European University 1993 — 1994
MA
Manulife Asset Management June 2014 - Present
Skills
Asset Allocation, Equities, Financial Modeling, Investments, Capital Markets, Fixed Income, Quantitative Analysis, Alternative Investments, Equity Research, Bloomberg, Quantitative Analytics, Financial Risk, Bonds, Mutual Funds, Quantitative Finance, Financial Markets, Strategic Financial..., Investment Management, Investment Strategies, Financial Analysis, Asset Management, Equity Valuation
Education
York University - Schulich School of Business 2002 — 2007
Ph.D.
Central European University 1993 — 1994
MA
Marcia (Cillan) Irwin's Manulife Asset Management Experience October 2010 - Present
Job Managing Director, Equity Product Management at Manulife Asset Management
Industry Investment Management
Experience
Manulife Asset Management October 2010 - Present
Wellington Management August 2002 - 2009
Morgan Stanley September 1999 - July 2002
Goldman Sachs Asset Management June 1998 - September 1998
Banque Paribas 1995 - 1997
JP Morgan 1992 - 1995
Skills
Product Management, Equities, Strategy, Cross-functional Team..., Business Analysis, Investments, Product Development, Management, Securities, Emerging Markets, Portfolio Management, Alternative Investments, Investment Management, Hedge Funds, Asset Allocation
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA
Georgetown University 1988 — 1992
BS
Manulife Asset Management October 2010 - Present
Wellington Management August 2002 - 2009
Morgan Stanley September 1999 - July 2002
Goldman Sachs Asset Management June 1998 - September 1998
Banque Paribas 1995 - 1997
JP Morgan 1992 - 1995
Skills
Product Management, Equities, Strategy, Cross-functional Team..., Business Analysis, Investments, Product Development, Management, Securities, Emerging Markets, Portfolio Management, Alternative Investments, Investment Management, Hedge Funds, Asset Allocation
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA
Georgetown University 1988 — 1992
BS
Pranay Sonalkar Pranay Sonalkar's Manulife Asset Management Experience November 2014 - Present
Job Investment Analyst at Manulife Asset Management
Industry Investment Management
Experience
Manulife Asset Management November 2014 - Present
Standard & Poor's 2012 - 2014
Barclays Capital 2007 - 2010
Barclays Capital June 2006 - September 2006
Education
Cornell University - Johnson Graduate School of Management 2010 — 2012
MBA
Colby College 2003 — 2007
BA, Economics and Math
Dartmouth College 2005 — 2006
Engineering
Mahindra United World College 2001 — 2003
IB
Lawrence School 1994 — 2001
Manulife Asset Management November 2014 - Present
Standard & Poor's 2012 - 2014
Barclays Capital 2007 - 2010
Barclays Capital June 2006 - September 2006
Education
Cornell University - Johnson Graduate School of Management 2010 — 2012
MBA
Colby College 2003 — 2007
BA, Economics and Math
Dartmouth College 2005 — 2006
Engineering
Mahindra United World College 2001 — 2003
IB
Lawrence School 1994 — 2001
Kathryn Rowell Kathryn Rowell's Manulife Asset Management Experience January 2011 - Present
Job Managing Director, Relationship Management at Manulife Asset Management
Industry Financial Services
Experience
Manulife Asset Management January 2011 - Present
Wellington Management June 2006 - December 2010
Wellington Management June 2002 - June 2006
Wellington Management July 2000 - June 2002
Wellington Management December 1999 - July 2000
NewPromise.com January 1998 - October 1999
Skills
Relationship Management, Management, Equities, Alternative Investments, Fixed Income, Asset Allocation, Investments, Investment Management, Securities, Asset Managment, Valuation, Bloomberg, Mutual Funds, Investment Strategies, Asset Management, Hedge Funds
Education
Boston University 2009 — 2010
University of San Francisco 1993 — 1997
Bachelor of Arts
Universidad Antonio de Nebrija 1994 — 1995
New Trier High School 1988 — 1992
Diploma
Manulife Asset Management January 2011 - Present
Wellington Management June 2006 - December 2010
Wellington Management June 2002 - June 2006
Wellington Management July 2000 - June 2002
Wellington Management December 1999 - July 2000
NewPromise.com January 1998 - October 1999
Skills
Relationship Management, Management, Equities, Alternative Investments, Fixed Income, Asset Allocation, Investments, Investment Management, Securities, Asset Managment, Valuation, Bloomberg, Mutual Funds, Investment Strategies, Asset Management, Hedge Funds
Education
Boston University 2009 — 2010
University of San Francisco 1993 — 1997
Bachelor of Arts
Universidad Antonio de Nebrija 1994 — 1995
New Trier High School 1988 — 1992
Diploma
Sarah Menkes Henry Sarah Menkes Henry's Manulife Asset Management Experience October 1999 - Present
Job Consumer Sector Equity Analyst
Industry Financial Services
Experience
Manulife Asset Management October 1999 - Present
John Hancock April 1997 - October 1999
Skills
Bloomberg, Capital IQ, Investments, Equities, Equity Research, Valuation, Asset Managment, Financial Modeling, Portfolio Management, Equity Valuation, Financial Analysis, Mutual Funds, Hedge Funds, Multi-channel Retail, Consumer Products, Lean Startup Development, Entrepreneurship, Asset Allocation, Asset Management
Education
Boston University 1997 — 1998
MSAS, Multinational Commerce
University of Vermont 1990 — 1994
BA, Economics & English
Manulife Asset Management October 1999 - Present
John Hancock April 1997 - October 1999
Skills
Bloomberg, Capital IQ, Investments, Equities, Equity Research, Valuation, Asset Managment, Financial Modeling, Portfolio Management, Equity Valuation, Financial Analysis, Mutual Funds, Hedge Funds, Multi-channel Retail, Consumer Products, Lean Startup Development, Entrepreneurship, Asset Allocation, Asset Management
Education
Boston University 1997 — 1998
MSAS, Multinational Commerce
University of Vermont 1990 — 1994
BA, Economics & English
Xiaoke (Ken) Zheng's Manulife Asset Management Experience 2014 - Present
Job
Industry Investment Management
Experience
Manulife Asset Management 2014 - Present
Skills
Hedge Funds, Equities, Trading, Portfolio Management, Commodity, Global Macro, Global Tactical Asset..., Qualitative Research, Risk Management
Education
New York University, Stern School of Business
Master of Business Administration (MBA)
California Institute of Technology 2003 — 2006
Bachelor of Science (BS)
Er Fu Zhong
Tsinghua University
Xiaoshi High School
Xiaoshi High School
Manulife Asset Management 2014 - Present
Skills
Hedge Funds, Equities, Trading, Portfolio Management, Commodity, Global Macro, Global Tactical Asset..., Qualitative Research, Risk Management
Education
New York University, Stern School of Business
Master of Business Administration (MBA)
California Institute of Technology 2003 — 2006
Bachelor of Science (BS)
Er Fu Zhong
Tsinghua University
Xiaoshi High School
Xiaoshi High School
Paul Sturgess's Manulife Asset Management Experience October 2012 - June 2014
Job Managing Director, Enterprise Strategy at RBC
Industry Banking
Experience
RBC July 2014 - Present
Manulife Asset Management October 2012 - June 2014
Manulife Asset Management October 2011 - October 2012
Booz & Company (formerly Booz Allen Hamilton) January 2008 - October 2011
KPMG Corporate Finance October 2000 - September 2005
Education
Columbia University - Columbia Business School 2006 — 2007
MBA
London School of Economics and Political Science 1999 — 2000
MSC
McGill University 1995 — 1999
BA (with Honors)
Upper Canada College 1988 — 1995
Wine & Spirit Education Trust (WSET) 2007 — 2011
Diploma in Wine & Spirits (DWS)
RBC July 2014 - Present
Manulife Asset Management October 2012 - June 2014
Manulife Asset Management October 2011 - October 2012
Booz & Company (formerly Booz Allen Hamilton) January 2008 - October 2011
KPMG Corporate Finance October 2000 - September 2005
Education
Columbia University - Columbia Business School 2006 — 2007
MBA
London School of Economics and Political Science 1999 — 2000
MSC
McGill University 1995 — 1999
BA (with Honors)
Upper Canada College 1988 — 1995
Wine & Spirit Education Trust (WSET) 2007 — 2011
Diploma in Wine & Spirits (DWS)
Jack Saini's Manulife Asset Management Experience June 2011 - Present
Job Director Front Office Trading Systems at Manulife Asset Management
Industry Computer Software
Experience
Manulife Asset Management June 2011 - Present
MFC Global Investment Management September 2008 - June 2011
John Hancock Manulife Financial November 2007 - September 2008
First Marblehead February 2007 - October 2007
netNumina March 2006 - February 2007
netNumina Solutions April 1998 - March 2004
Skills
SDLC, Vendor Management, Software Project..., Requirements Gathering, Program Management, Business Analysis, Requirements Analysis, IT Strategy, Visio, Project Management, Agile Methodologies, Enterprise Architecture, Order Management, Bloomberg, Project Planning, Leadership, Trading Systems, Project Portfolio..., Management, Asset Management
Education
Boston University
Sociology, Pre-Medicine/Pre-Medical Studies
Manulife Asset Management June 2011 - Present
MFC Global Investment Management September 2008 - June 2011
John Hancock Manulife Financial November 2007 - September 2008
First Marblehead February 2007 - October 2007
netNumina March 2006 - February 2007
netNumina Solutions April 1998 - March 2004
Skills
SDLC, Vendor Management, Software Project..., Requirements Gathering, Program Management, Business Analysis, Requirements Analysis, IT Strategy, Visio, Project Management, Agile Methodologies, Enterprise Architecture, Order Management, Bloomberg, Project Planning, Leadership, Trading Systems, Project Portfolio..., Management, Asset Management
Education
Boston University
Sociology, Pre-Medicine/Pre-Medical Studies
David Zielinski, CFA's Manulife Asset Management Experience April 2010 - Present
Job Managing Director, Fixed Income Portfolio Specialist at Manulife Asset Management
Industry Investment Management
Experience
Manulife Asset Management April 2010 - Present
State Street Global Advisors January 2001 - July 2010
Babson Capital Management 1997 - 2001
Skills
Fixed Income, Asset Management, Investments, ALM, Business Development, Currency, Emerging Markets, Investment Management, Investment Strategies, Portfolio Management, Product Management, Strategy, Capital Markets, Hedge Funds, Valuation, Alternative Investments, Bloomberg, Equities, Mutual Funds
Education
Babson College - Franklin W. Olin Graduate School of Business 2001 — 2005
MBA
Bryant University 1993 — 1997
Bachelor of Science, Finance
Manulife Asset Management April 2010 - Present
State Street Global Advisors January 2001 - July 2010
Babson Capital Management 1997 - 2001
Skills
Fixed Income, Asset Management, Investments, ALM, Business Development, Currency, Emerging Markets, Investment Management, Investment Strategies, Portfolio Management, Product Management, Strategy, Capital Markets, Hedge Funds, Valuation, Alternative Investments, Bloomberg, Equities, Mutual Funds
Education
Babson College - Franklin W. Olin Graduate School of Business 2001 — 2005
MBA
Bryant University 1993 — 1997
Bachelor of Science, Finance
Rashmi Kadam's Manulife Asset Management Experience 2014 - Present
Job Director, Relationship Manager at Manulife Asset Management
Industry Information Technology and Services
Experience
Manulife Asset Management 2014 - Present
Fidelity Investments May 2013 - Present
Fidelity Investments January 2006 - May 2013
Fidelity Investments May 2003 - January 2006
Fidelity Investments May 1999 - May 2003
Platinum Technology, Singapore October 1998 - May 1999
Nucleus Software June 1996 - September 1998
Skills
SDLC, Requirements Analysis, Vendor Management, Business Analysis, Financial Services, Software Project..., DB2, Agile Methodologies, COBOL, Requirements Gathering
Education
Babson College - Franklin W. Olin Graduate School of Business 2003 — 2007
Master of Business Administration (MBA), Management Information Systems, General, MBA
University of Mumbai 1992 — 1996
Bachelor of Engineering (BEng)
Manulife Asset Management 2014 - Present
Fidelity Investments May 2013 - Present
Fidelity Investments January 2006 - May 2013
Fidelity Investments May 2003 - January 2006
Fidelity Investments May 1999 - May 2003
Platinum Technology, Singapore October 1998 - May 1999
Nucleus Software June 1996 - September 1998
Skills
SDLC, Requirements Analysis, Vendor Management, Business Analysis, Financial Services, Software Project..., DB2, Agile Methodologies, COBOL, Requirements Gathering
Education
Babson College - Franklin W. Olin Graduate School of Business 2003 — 2007
Master of Business Administration (MBA), Management Information Systems, General, MBA
University of Mumbai 1992 — 1996
Bachelor of Engineering (BEng)
Brad Thomas's Manulife Asset Management Experience November 2009 - April 2013
Job Head of Global Consultant Relations at Eaton Vance
Industry Financial Services
Experience
Eaton Vance May 2014 - Present
First State Investments April 2013 - May 2014
Manulife Asset Management November 2009 - April 2013
Batterymarch Financial Management 2006 - November 2009
Old Mutual Asset Management 2004 - 2006
Morgan Stanley Investment Management 1994 - 2004
Education
Denison University 1985 — 1989
Westminster School 1981 — 1985
Eaton Vance May 2014 - Present
First State Investments April 2013 - May 2014
Manulife Asset Management November 2009 - April 2013
Batterymarch Financial Management 2006 - November 2009
Old Mutual Asset Management 2004 - 2006
Morgan Stanley Investment Management 1994 - 2004
Education
Denison University 1985 — 1989
Westminster School 1981 — 1985
Todd Derderian's Manulife Asset Management Experience April 2000 - Present
Job Director: Senior Research Analyst at Manulife Asset Management
Industry Financial Services
Experience
Manulife Asset Management April 2000 - Present
Education
Clark University 1987 — 1991
Manulife Asset Management April 2000 - Present
Education
Clark University 1987 — 1991
Angela Madsen's Manulife Asset Management Experience July 2013 - Present
Job Marketing Content Manager, Team Lead at Manulife Asset Management
Industry Graphic Design
Experience
Manulife Asset Management July 2013 - Present
Self-employed July 2012 - July 2013
State Street Global Advisors May 2011 - July 2012
State Street Global Advisors January 2011 - May 2011
Robeco Investment Management December 2008 - January 2011
Deutsche Bank, IT Mergers and Acquisitions Group via Williams Lea and Aquent May 2006 - September 2008
Trillium Asset Management January 2003 - May 2006
Croes-Oliva Group January 2002 - January 2003
Dewey Square Investors 1998 - 2001
Carlyle Capital Markets, Inc. 1998 - 1999
Skills
Graphic Design, Presentation Design, Presentation Development, Illustration, Information Graphics, Proposal Writing, Data Management, Data Manipulation, Project Management, Content Management, Asset Managment, Adobe Creative Suite, Advertising, InDesign, Adobe Illustrator, Adobe Acrobat, Adobe Photoshop, Layout, Typography, Illustrator, SharePoint, Photoshop, Editing, Asset Management, QuarkXPress, Marketing Communications, Microsoft Office, WordPress, Logo Design, Graphics, Dreamweaver, Creative Writing, Mac, Web Design, Collateral, PowerPoint, Newsletters
Education
Grinnell College 1990 — 1994
BA, Art, concentrating in 3-d studio
Manulife Asset Management July 2013 - Present
Self-employed July 2012 - July 2013
State Street Global Advisors May 2011 - July 2012
State Street Global Advisors January 2011 - May 2011
Robeco Investment Management December 2008 - January 2011
Deutsche Bank, IT Mergers and Acquisitions Group via Williams Lea and Aquent May 2006 - September 2008
Trillium Asset Management January 2003 - May 2006
Croes-Oliva Group January 2002 - January 2003
Dewey Square Investors 1998 - 2001
Carlyle Capital Markets, Inc. 1998 - 1999
Skills
Graphic Design, Presentation Design, Presentation Development, Illustration, Information Graphics, Proposal Writing, Data Management, Data Manipulation, Project Management, Content Management, Asset Managment, Adobe Creative Suite, Advertising, InDesign, Adobe Illustrator, Adobe Acrobat, Adobe Photoshop, Layout, Typography, Illustrator, SharePoint, Photoshop, Editing, Asset Management, QuarkXPress, Marketing Communications, Microsoft Office, WordPress, Logo Design, Graphics, Dreamweaver, Creative Writing, Mac, Web Design, Collateral, PowerPoint, Newsletters
Education
Grinnell College 1990 — 1994
BA, Art, concentrating in 3-d studio
Ken Kubec's Manulife Asset Management Experience November 2013 - Present
Job Director, Investment Analyst at Manulife Asset Management
Industry Investment Management
Experience
Manulife Asset Management November 2013 - Present
Pyramis Global Advisors May 2009 - October 2013
State Streeet Global Advisors January 2008 - November 2009
State Street Global Advisors June 2006 - December 2007
State Street Global Advisors October 2003 - June 2006
Education
Boston University Questrom School of Business 2007 — 2009
MBA, Finance
Boston University 2006 — 2009
MBA
Colgate University 1998 — 2002
English
St. Ignatius 1994 — 1998
Manulife Asset Management November 2013 - Present
Pyramis Global Advisors May 2009 - October 2013
State Streeet Global Advisors January 2008 - November 2009
State Street Global Advisors June 2006 - December 2007
State Street Global Advisors October 2003 - June 2006
Education
Boston University Questrom School of Business 2007 — 2009
MBA, Finance
Boston University 2006 — 2009
MBA
Colgate University 1998 — 2002
English
St. Ignatius 1994 — 1998
Mark Flinn, CFA's Manulife Asset Management Experience 2009 - Present
Job Managing Director, Head of US Relationship Management
Industry Investment Management
Experience
Manulife Asset Management 2009 - Present
State Street Global Advisors 2005 - 2008
State Street Research 2004 - 2005
Standish Mellon Asset Management 2000 - 2004
Skills
Management, Alternative Investments, Asset Allocation, Investment Management, Relationship Management, Pensions, Mutual Funds, Investments, Fixed Income, Persuasive Presentations, Asset Managment, Asset Management
Education
CFA Institute 2005 — 2008
CFA, Finance
Assumption College 1993 — 1997
BA, Economics
Manulife Asset Management 2009 - Present
State Street Global Advisors 2005 - 2008
State Street Research 2004 - 2005
Standish Mellon Asset Management 2000 - 2004
Skills
Management, Alternative Investments, Asset Allocation, Investment Management, Relationship Management, Pensions, Mutual Funds, Investments, Fixed Income, Persuasive Presentations, Asset Managment, Asset Management
Education
CFA Institute 2005 — 2008
CFA, Finance
Assumption College 1993 — 1997
BA, Economics
Djeinabou Bakary's Manulife Asset Management Experience February 2011 - Present
Job Project Coordinator at Manulife Asset Management
Industry Investment Management
Experience
Manulife Asset Management February 2011 - Present
International Institute of Boston November 2010 - Present
Dexia Asset Management October 2006 - November 2010
Education
Solvay Brussels School 2002 — 2006
Hanken Svenska handelshögskolan 2004 — 2005
Master, Business Administration
Manulife Asset Management February 2011 - Present
International Institute of Boston November 2010 - Present
Dexia Asset Management October 2006 - November 2010
Education
Solvay Brussels School 2002 — 2006
Hanken Svenska handelshögskolan 2004 — 2005
Master, Business Administration
Christopher Ouimet, CFA's Manulife Asset Management Experience 2011 - Present
Job Portfolio Manager / Senior Equity Research Analyst at Manulife Asset Management
Industry Investment Management
Experience
Manulife Asset Management 2011 - Present
Knott Asset Management 2010 - 2011
TCP Global Investment Management 2008 - 2009
Pitcairn Financial Group 2005 - 2008
Geewax, Terker & Co. 1994 - 2004
Skills
Asset Allocation, Alternative Investments, Asset Managment, Due Diligence, Equity Research, Asset Management, Portfolio Management, Hedge Funds, Mutual Funds, Investment Management, Equities, Investments
Education
Saint Joseph's University
MBA, Finance
Albright College
BS, Finance
Manulife Asset Management 2011 - Present
Knott Asset Management 2010 - 2011
TCP Global Investment Management 2008 - 2009
Pitcairn Financial Group 2005 - 2008
Geewax, Terker & Co. 1994 - 2004
Skills
Asset Allocation, Alternative Investments, Asset Managment, Due Diligence, Equity Research, Asset Management, Portfolio Management, Hedge Funds, Mutual Funds, Investment Management, Equities, Investments
Education
Saint Joseph's University
MBA, Finance
Albright College
BS, Finance
Leo Law's Manulife Asset Management Experience February 2014 - Present
Job Associate Portfolio Analyst at Manulife Asset Management
Industry Financial Services
Experience
Manulife Asset Management February 2014 - Present
Sun Life Financial June 2012 - February 2014
Upromise September 2010 - February 2011
Skills
Derivatives, Financial Accounting, FX Derivatives, Interest Rate..., Interest Rate Risk..., Valuation Modeling, Derivatives Trading, Interest Rate Hedging, Microsoft SQL Server, Python, PySpark, Hadoop, R, PostgreSQL
Education
Boston College 2006 — 2010
Bachelor of Science (B.Sc.), Accounting and Finance
Boston Latin School
Manulife Asset Management February 2014 - Present
Sun Life Financial June 2012 - February 2014
Upromise September 2010 - February 2011
Skills
Derivatives, Financial Accounting, FX Derivatives, Interest Rate..., Interest Rate Risk..., Valuation Modeling, Derivatives Trading, Interest Rate Hedging, Microsoft SQL Server, Python, PySpark, Hadoop, R, PostgreSQL
Education
Boston College 2006 — 2010
Bachelor of Science (B.Sc.), Accounting and Finance
Boston Latin School
Alex Patrick, CFA's Manulife Asset Management Experience 2008 - 2015
Job Sr. Investment Analyst Manulife Asset Management
Industry Investment Management
Experience
Manulife Asset Management 2008 - 2015
NewStar Financial 2007 - 2008
Loomis Sayles 1993 - 2007
Skills
Fixed Income, Portfolio Management, Leveraged Finance, Capital Markets, Equities, Asset Management
Education
D'Amore-McKim School of Business at Northeastern University 1991 — 1993
Master of Business Administration (M.B.A.)
Fitchburg State University 1984 — 1988
Bachelor’s Degree, Mathematics
Manulife Asset Management 2008 - 2015
NewStar Financial 2007 - 2008
Loomis Sayles 1993 - 2007
Skills
Fixed Income, Portfolio Management, Leveraged Finance, Capital Markets, Equities, Asset Management
Education
D'Amore-McKim School of Business at Northeastern University 1991 — 1993
Master of Business Administration (M.B.A.)
Fitchburg State University 1984 — 1988
Bachelor’s Degree, Mathematics
Caitlin Davis's Manulife Asset Management Experience July 2013 - Present
Job Institutional Sales Analyst at Manulife Asset Management
Industry Financial Services
Experience
Manulife Asset Management July 2013 - Present
Manulife Asset Management October 2010 - July 2013
Congress Asset Management January 2008 - October 2010
Education
Hobart and William Smith Colleges 2003 — 2007
Manulife Asset Management July 2013 - Present
Manulife Asset Management October 2010 - July 2013
Congress Asset Management January 2008 - October 2010
Education
Hobart and William Smith Colleges 2003 — 2007
Vincent P. Pietropaolo's Manulife Asset Management Experience November 2009 - Present
Job Managing Director and Senior Counsel at Manulife Asset Management
Industry Legal Services
Experience
Manulife Asset Management November 2009 - Present
Wellington Management March 2006 - December 2008
Bank of America December 1999 - March 2006
Morgan, Lewis & Bockius LLP October 1998 - December 1999
Skills
Securities, Mutual Funds, Securities Regulation, Alternative Investments, Investments, Asset Managment, Equities, Investment Management, Due Diligence, Fixed Income, AML, Asset Management, Asset Allocation
Education
Boston University School of Law 1997 — 2001
LL.M., Banking and Finance
Quinnipiac University School of Law 1993 — 1996
J.D.
Salem State University 1990 — 1992
B.S., Political Science
Manulife Asset Management November 2009 - Present
Wellington Management March 2006 - December 2008
Bank of America December 1999 - March 2006
Morgan, Lewis & Bockius LLP October 1998 - December 1999
Skills
Securities, Mutual Funds, Securities Regulation, Alternative Investments, Investments, Asset Managment, Equities, Investment Management, Due Diligence, Fixed Income, AML, Asset Management, Asset Allocation
Education
Boston University School of Law 1997 — 2001
LL.M., Banking and Finance
Quinnipiac University School of Law 1993 — 1996
J.D.
Salem State University 1990 — 1992
B.S., Political Science
Keith Holden, CFA's Manulife Asset Management Experience April 2013 - July 2014
Job AVP, Advisor Experience and Investment Solutions at John Hancock Retirement Plan Services
Industry Investment Management
Experience
John Hancock Financial Services July 2014 - Present
Manulife Asset Management April 2013 - July 2014
Manulife Asset Management December 2011 - April 2013
Manulife Financial September 2010 - December 2011
Manulife Financial February 2009 - January 2011
Manulife Financial September 2008 - February 2009
John Hancock January 2007 - September 2008
John Hancock February 2005 - January 2007
Franklin Templeton March 2003 - February 2005
BMO Investments Inc September 2000 - March 2003
Education
Carleton University 1994 — 1997
BA, Law
John Hancock Financial Services July 2014 - Present
Manulife Asset Management April 2013 - July 2014
Manulife Asset Management December 2011 - April 2013
Manulife Financial September 2010 - December 2011
Manulife Financial February 2009 - January 2011
Manulife Financial September 2008 - February 2009
John Hancock January 2007 - September 2008
John Hancock February 2005 - January 2007
Franklin Templeton March 2003 - February 2005
BMO Investments Inc September 2000 - March 2003
Education
Carleton University 1994 — 1997
BA, Law
Stefania D'Amato's Manulife Asset Management Experience February 2015 - Present
Job Sr. Team Leader, Investment Operations at Manulife
Industry Investment Management
Experience
Manulife Asset Management February 2015 - Present
Skills
Pensions, Mutual Funds, Investments, Leadership, Financial Services, Financial Analysis, Finance, Portfolio Management
Education
Concordia University 1996 — 2000
Manulife Asset Management February 2015 - Present
Skills
Pensions, Mutual Funds, Investments, Leadership, Financial Services, Financial Analysis, Finance, Portfolio Management
Education
Concordia University 1996 — 2000
Chris Chapman, CFA's Manulife Asset Management Experience 2009 - Present
Job Trader at Manulife Asset Management
Industry Financial Services
Experience
Manulife Asset Management 2009 - Present
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2003
MSF
Stonehill College 1995 — 1999
Manulife Asset Management 2009 - Present
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2003
MSF
Stonehill College 1995 — 1999
Mark Gustavsen's Manulife Asset Management Experience March 2011 - Present
Job Senior Financial Analyst at Manulife Asset Management
Industry Financial Services
Experience
Manulife Asset Management March 2011 - Present
John Hancock June 2008 - September 2011
John Hancock June 2005 - May 2008
Skills
Financial Analysis, Mutual Funds, Financial Modeling, Strategic Financial..., Bloomberg, Financial Services, Financial Reporting, Investments
Education
Suffolk University 2002 — 2005
MBA, Finance
Babson College 1992 — 1996
BS, Entrepreneurship
Manulife Asset Management March 2011 - Present
John Hancock June 2008 - September 2011
John Hancock June 2005 - May 2008
Skills
Financial Analysis, Mutual Funds, Financial Modeling, Strategic Financial..., Bloomberg, Financial Services, Financial Reporting, Investments
Education
Suffolk University 2002 — 2005
MBA, Finance
Babson College 1992 — 1996
BS, Entrepreneurship
Jeff Given's Manulife Asset Management Experience 1993 - Present
Job Portfolio Manager
Industry Investment Management
Experience
Manulife Asset Management 1993 - Present
AIESEC 2009 - 2010
Skills
Fixed Income, Equities, Alternative Investments, Asset Management, Bloomberg, Asset Allocation, Investments, Investment Strategies, Mutual Funds, Securities, Financial Services, Persuasive Presentations
Education
Boston University Questrom School of Business
Manulife Asset Management 1993 - Present
AIESEC 2009 - 2010
Skills
Fixed Income, Equities, Alternative Investments, Asset Management, Bloomberg, Asset Allocation, Investments, Investment Strategies, Mutual Funds, Securities, Financial Services, Persuasive Presentations
Education
Boston University Questrom School of Business
Andrew Dickson's Manulife Asset Management Experience July 2014 - Present
Job Communications Manager at Manulife Asset Management
Industry Public Relations and Communications
Experience
Manulife Asset Management July 2014 - Present
Manulife Financial July 2012 - June 2014
Manulife Financial January 2010 - July 2012
The Home Depot October 2006 - October 2009
Thomson Carswell May 2005 - September 2006
MDS Sciex January 2005 - March 2005
Enbridge Gas Distribution April 2004 - September 2004
Skills
Internal Communications, Strategic Communications, Corporate Communications, Social Media, Newsletters, Editing, Intranet, Web Content Management, Google Analytics, Web Content, Social Media Measurement, Copywriting, Employee Engagement, Content Management, Facebook, Web Analytics, Event Planning, Teamwork, Nonprofits, Interviews, Radian6, Photoshop, HTML, Writing, Communications Planning, Corporate Social Media
Education
Centennial College 2003 — 2004
Certificate, Corporate Communications
Memorial University of Newfoundland 1998 — 2003
B.A., Political Science
Manulife Asset Management July 2014 - Present
Manulife Financial July 2012 - June 2014
Manulife Financial January 2010 - July 2012
The Home Depot October 2006 - October 2009
Thomson Carswell May 2005 - September 2006
MDS Sciex January 2005 - March 2005
Enbridge Gas Distribution April 2004 - September 2004
Skills
Internal Communications, Strategic Communications, Corporate Communications, Social Media, Newsletters, Editing, Intranet, Web Content Management, Google Analytics, Web Content, Social Media Measurement, Copywriting, Employee Engagement, Content Management, Facebook, Web Analytics, Event Planning, Teamwork, Nonprofits, Interviews, Radian6, Photoshop, HTML, Writing, Communications Planning, Corporate Social Media
Education
Centennial College 2003 — 2004
Certificate, Corporate Communications
Memorial University of Newfoundland 1998 — 2003
B.A., Political Science
Adam Neal's Manulife Asset Management Experience November 2011 - Present
Job Head of Canadian Institutional Sales and Relationship Management at Manulife Asset Management
Industry Investment Management
Experience
Manulife Asset Management November 2011 - Present
Skills
Mutual Funds, Investments, Asset Allocation, Alternative Investments, Wealth Management, Investment Strategies, Asset Managment, Fixed Income, Pensions, Equities, Portfolio Management, Hedge Funds, Investment Management, Relationship Management, Securities, Financial Services, Investment Advisory, Bloomberg, Separately Managed..., Capital Markets, Defined Benefit, Trading Systems, Institutional Sales, Defined Contribution, ETFs, Series 63, Institutional..., Series 7, Retirement Planning, Financial Markets, Asset Management
Education
Bishop's University 1988 — 2001
St. Andrew's College 1983 — 1988
Manulife Asset Management November 2011 - Present
Skills
Mutual Funds, Investments, Asset Allocation, Alternative Investments, Wealth Management, Investment Strategies, Asset Managment, Fixed Income, Pensions, Equities, Portfolio Management, Hedge Funds, Investment Management, Relationship Management, Securities, Financial Services, Investment Advisory, Bloomberg, Separately Managed..., Capital Markets, Defined Benefit, Trading Systems, Institutional Sales, Defined Contribution, ETFs, Series 63, Institutional..., Series 7, Retirement Planning, Financial Markets, Asset Management
Education
Bishop's University 1988 — 2001
St. Andrew's College 1983 — 1988
James Farrow, CFA's Manulife Asset Management Experience 2009 - March 2014
Job Client Relationship Manager at GMO
Industry Investment Management
Experience
GMO March 2014 - Present
Manulife Asset Management 2009 - March 2014
Wellington Management Company 2005 - 2008
Fidelity Investments 2001 - 2002
Breakaway Solutions 2000 - 2001
Accenture 1997 - 2000
Education
Yale University - Yale School of Management 2002 — 2004
MBA
Haverford College 1993 — 1997
BA
Concord Carlisle High School
GMO March 2014 - Present
Manulife Asset Management 2009 - March 2014
Wellington Management Company 2005 - 2008
Fidelity Investments 2001 - 2002
Breakaway Solutions 2000 - 2001
Accenture 1997 - 2000
Education
Yale University - Yale School of Management 2002 — 2004
MBA
Haverford College 1993 — 1997
BA
Concord Carlisle High School
Stephen Hermsdorf's Manulife Asset Management Experience April 2015 - Present
Job Global Equity Analyst at Manulife Asset Management
Industry Investment Management
Experience
Manulife Asset Management April 2015 - Present
Hermes Global Equities Advisors October 2009 - 2014
Fidelity Management and Research Co. 2004 - 2009
HarbourVest Partners 1998 - 2001
Education
The University of Chicago Booth School of Business 2002 — 2004
Harvard University 1991 — 1995
Economics
St. Paul's School 1987 — 1991
Manulife Asset Management April 2015 - Present
Hermes Global Equities Advisors October 2009 - 2014
Fidelity Management and Research Co. 2004 - 2009
HarbourVest Partners 1998 - 2001
Education
The University of Chicago Booth School of Business 2002 — 2004
Harvard University 1991 — 1995
Economics
St. Paul's School 1987 — 1991
Boris Podlubniy, CA's Manulife Asset Management Experience January 2015 - Present
Job Experienced Private Assets Professional
Industry Investment Management
Experience
Manulife Asset Management January 2015 - Present
OMERS Strategic Investments September 2012 - November 2014
London School of Business & Finance (LSBF) October 2010 - November 2011
Ernst & Young (formerly RSM Richter) September 2007 - October 2010
Skills
Financial Modeling, Financial Reporting, Auditing, IFRS, Financial Analysis, Corporate Finance, Financial Accounting, Internal Controls, Valuation, Finance, GAAP, Cash Flow, Due Diligence, Assurance, Forecasting, Tax, Mergers
Education
CFA Institute
Level II Candidate
Institut d'Economie scientifique et de Gestion
Strategy, Finance
Institute of Chartered Accountants of Ontario
Chartered Accountant
York University - Schulich School of Business
iBBA, Accounting/Finance
Manulife Asset Management January 2015 - Present
OMERS Strategic Investments September 2012 - November 2014
London School of Business & Finance (LSBF) October 2010 - November 2011
Ernst & Young (formerly RSM Richter) September 2007 - October 2010
Skills
Financial Modeling, Financial Reporting, Auditing, IFRS, Financial Analysis, Corporate Finance, Financial Accounting, Internal Controls, Valuation, Finance, GAAP, Cash Flow, Due Diligence, Assurance, Forecasting, Tax, Mergers
Education
CFA Institute
Level II Candidate
Institut d'Economie scientifique et de Gestion
Strategy, Finance
Institute of Chartered Accountants of Ontario
Chartered Accountant
York University - Schulich School of Business
iBBA, Accounting/Finance
Jill Malcolm's Manulife Asset Management Experience May 2004 - July 2013
Job Director Marketing Communications
Industry Financial Services
Experience
Manulife Asset Management May 2004 - July 2013
John Hancock February 1977 - May 2004
Education
Suffolk University 1982 — 1986
JD, Real Estate Law
Emmanuel College 1972 — 1976
BA, English
Manulife Asset Management May 2004 - July 2013
John Hancock February 1977 - May 2004
Education
Suffolk University 1982 — 1986
JD, Real Estate Law
Emmanuel College 1972 — 1976
BA, English
Tom Shea's Manulife Asset Management Experience May 2013 - Present
Job Vice President Global Head of Client Service Operations
Industry Financial Services
Experience
Manulife Asset Management May 2013 - Present
State Street January 2007 - May 2013
Skills
Financial Services, Mutual Funds, Fixed Income, Equities, Bloomberg, Corporate Actions, Securities, Investments, Asset Management, Alternative Investments, Derivatives, Investment Management, Portfolio Management, Hedge Funds, Fund Accounting
Education
Babson College - Franklin W. Olin Graduate School of Business 2001 — 2006
Master of Business Administration (M.B.A.)
University of Vermont 1990 — 1995
Bachelor of Science (BS), Business Administration and Management, General
Manulife Asset Management May 2013 - Present
State Street January 2007 - May 2013
Skills
Financial Services, Mutual Funds, Fixed Income, Equities, Bloomberg, Corporate Actions, Securities, Investments, Asset Management, Alternative Investments, Derivatives, Investment Management, Portfolio Management, Hedge Funds, Fund Accounting
Education
Babson College - Franklin W. Olin Graduate School of Business 2001 — 2006
Master of Business Administration (M.B.A.)
University of Vermont 1990 — 1995
Bachelor of Science (BS), Business Administration and Management, General
Benjamin Forssell, CFA's Manulife Asset Management Experience August 2013 - Present
Job Managing Director, Asset Allocation Portfolio Specialist at Manulife Asset Management
Industry Financial Services
Experience
Manulife Asset Management August 2013 - Present
Manulife Asia January 2010 - July 2013
John Hancock Financial Services October 2005 - January 2010
Manulife Financial March 2003 - October 2005
Lord Abbett August 2000 - October 2002
Skills
Mutual Funds, Investments, Asset Allocation, Asset Managment, Portfolio Management, Wealth Management, Asset Management, Due Diligence, Pensions, Insurance, Analysis, Hedge Funds, Finance, Fixed Income, Alternative Investments, Equities, Retirement Planning, Management, Investment Strategies, Strategic Planning
Education
Colgate University 1996 — 2000
Bachelors, Philosophy & Religion
Manulife Asset Management August 2013 - Present
Manulife Asia January 2010 - July 2013
John Hancock Financial Services October 2005 - January 2010
Manulife Financial March 2003 - October 2005
Lord Abbett August 2000 - October 2002
Skills
Mutual Funds, Investments, Asset Allocation, Asset Managment, Portfolio Management, Wealth Management, Asset Management, Due Diligence, Pensions, Insurance, Analysis, Hedge Funds, Finance, Fixed Income, Alternative Investments, Equities, Retirement Planning, Management, Investment Strategies, Strategic Planning
Education
Colgate University 1996 — 2000
Bachelors, Philosophy & Religion
Steve Belisle's Manulife Asset Management Experience June 2003 - Present
Job Portfolio Manager, Equities chez Manulife AM
Industry Financial Services
Experience
Manulife Asset Management June 2003 - Present
Skills
Portfolio Management, Investments, Wealth Management, Mutual Funds, Asset Management, Equities, Investment Strategies, Asset Allocation, Bloomberg, Investment Advisory
Education
2003 — 2005
M. Sc., Finance
Manulife Asset Management June 2003 - Present
Skills
Portfolio Management, Investments, Wealth Management, Mutual Funds, Asset Management, Equities, Investment Strategies, Asset Allocation, Bloomberg, Investment Advisory
Education
2003 — 2005
M. Sc., Finance
Joseph Bozoyan, CFA's Manulife Asset Management Experience June 2015 - Present
Job Portfolio Manager, Preferred Equity Income Team at Manulife Asset Management
Industry Investment Management
Experience
Manulife Asset Management June 2015 - Present
Manulife Asset Management January 2011 - Present
Ironwood Investment Management, LLC July 2009 - December 2010
Evergreen Investments, J.L.Kaplan Associates 2006 - 2009
Sun Life Financial 2003 - 2005
Mellon Growth Advisors 2001 - 2003
Sun Life Financial 1997 - 2001
Sun Life Financial 1994 - 1997
Skills
Asset Management, Portfolio Management, Equity Research, Bloomberg, Mergers & Acquisitions, Equities, Finance, Bonds, Investments, Strategy
Education
Boston College
Master of Business Administration (MBA), Finance, General
Providence College
Bachelor's degree, Finance, General
Manulife Asset Management June 2015 - Present
Manulife Asset Management January 2011 - Present
Ironwood Investment Management, LLC July 2009 - December 2010
Evergreen Investments, J.L.Kaplan Associates 2006 - 2009
Sun Life Financial 2003 - 2005
Mellon Growth Advisors 2001 - 2003
Sun Life Financial 1997 - 2001
Sun Life Financial 1994 - 1997
Skills
Asset Management, Portfolio Management, Equity Research, Bloomberg, Mergers & Acquisitions, Equities, Finance, Bonds, Investments, Strategy
Education
Boston College
Master of Business Administration (MBA), Finance, General
Providence College
Bachelor's degree, Finance, General
Gerry Morris, CFA's Manulife Asset Management Experience August 2010 - May 2015
Job Proprietor at Benjamin Moore A Home Inspired
Industry Financial Services
Experience
Benjamin Moore - A Home Inspired May 2015 - Present
Manulife Asset Management August 2010 - May 2015
Dynamic Funds January 1994 - February 2009
Skills
Strategic Planning, Product Management, Integration, Strategy, Mutual Funds, Equities, Team Building, Change Management, Asset Managment
Education
Bishop's University 1988 — 2002
BBA, Finance, Accounting
York University - Schulich School of Business 1997 — 2001
MBA, Finance, Accounting
Benjamin Moore - A Home Inspired May 2015 - Present
Manulife Asset Management August 2010 - May 2015
Dynamic Funds January 1994 - February 2009
Skills
Strategic Planning, Product Management, Integration, Strategy, Mutual Funds, Equities, Team Building, Change Management, Asset Managment
Education
Bishop's University 1988 — 2002
BBA, Finance, Accounting
York University - Schulich School of Business 1997 — 2001
MBA, Finance, Accounting
Alison Harvey's Manulife Asset Management Experience March 2011 - March 2013
Job Senior Director at Manulife/John Hancock
Industry Insurance
Experience
Manulife/John Hancock March 2014 - Present
Boston By Foot, Inc. 2015 - 2015
Boston By Foot, Inc. 2015 - 2015
Manulife Financial March 2013 - March 2014
Manulife Asset Management March 2011 - March 2013
John Hancock Financial November 2004 - February 2011
John Hancock 2002 - October 2004
New England Life 1981 - 1984
Skills
Business Analysis, PMP, Management, SDLC, Requirements Gathering, Business Requirements, Vendor Management, Business Process..., Financial Services, Project Portfolio..., Process Improvement, Project Management, Program Management, Requirements Analysis, Business Intelligence, Visio, PMO, Risk Management
Education
Northeastern University 1982 — 1986
BS, MIS
Endicott College 1977 — 1979
Belfast Area High School 1974 — 1977
Manulife/John Hancock March 2014 - Present
Boston By Foot, Inc. 2015 - 2015
Boston By Foot, Inc. 2015 - 2015
Manulife Financial March 2013 - March 2014
Manulife Asset Management March 2011 - March 2013
John Hancock Financial November 2004 - February 2011
John Hancock 2002 - October 2004
New England Life 1981 - 1984
Skills
Business Analysis, PMP, Management, SDLC, Requirements Gathering, Business Requirements, Vendor Management, Business Process..., Financial Services, Project Portfolio..., Process Improvement, Project Management, Program Management, Requirements Analysis, Business Intelligence, Visio, PMO, Risk Management
Education
Northeastern University 1982 — 1986
BS, MIS
Endicott College 1977 — 1979
Belfast Area High School 1974 — 1977
Gregory Casey's Manulife Asset Management Experience May 2012 - Present
Job Managing Director,Head of Taft Hartley Relationships at Manulife Asset Management
Industry Investment Management
Experience
Manulife Asset Management May 2012 - Present
Declaration Management & Research May 2006 - March 2012
Dow Jones January 2005 - July 2006
Fortis Investments July 2003 - September 2004
CSandJ Consulting Inc. January 1995 - May 2002
Skills
Alternative Investments, Investment Management, Hedge Funds, Fixed Income, Mutual Funds, Bonds, Credit, Fund Of Funds, Asset Management, Investments, Equities, Asset Allocation, Structured Products, Securities, Investment Advisory, Equity Research, Investor Relations, Investment Strategies, Endowments, Portfolio Management, Capital Markets, Asset Managment, Bloomberg, Institutional..., ETFs, Derivatives, Series 7, Series 63, Valuation, Options, Due Diligence, Pension Funds, Private Equity, Structured Finance, Emerging Markets, Equity Derivatives, Equity Capital Markets, Proprietary Trading, Pensions, Financial Services, Series 24, Financial Markets, Hedging, Wealth Management, Wealth Management..., Securitization, Funding, FINRA, Private Placements, Certifications
Education
Boston College
Bachelor's Degree
Suffolk University - Sawyer School of Management
Master's Degree, Public Administration
Manulife Asset Management May 2012 - Present
Declaration Management & Research May 2006 - March 2012
Dow Jones January 2005 - July 2006
Fortis Investments July 2003 - September 2004
CSandJ Consulting Inc. January 1995 - May 2002
Skills
Alternative Investments, Investment Management, Hedge Funds, Fixed Income, Mutual Funds, Bonds, Credit, Fund Of Funds, Asset Management, Investments, Equities, Asset Allocation, Structured Products, Securities, Investment Advisory, Equity Research, Investor Relations, Investment Strategies, Endowments, Portfolio Management, Capital Markets, Asset Managment, Bloomberg, Institutional..., ETFs, Derivatives, Series 7, Series 63, Valuation, Options, Due Diligence, Pension Funds, Private Equity, Structured Finance, Emerging Markets, Equity Derivatives, Equity Capital Markets, Proprietary Trading, Pensions, Financial Services, Series 24, Financial Markets, Hedging, Wealth Management, Wealth Management..., Securitization, Funding, FINRA, Private Placements, Certifications
Education
Boston College
Bachelor's Degree
Suffolk University - Sawyer School of Management
Master's Degree, Public Administration
Maxina Freitas's Manulife Asset Management Experience June 1997 - June 2003
Job Office Manager at Wareham Development
Industry Real Estate
Experience
Wareham Development June 2002 - Present
Manulife Asset Management June 1997 - June 2003
Skills
Microsoft Office, Sales, Microsoft Excel, Microsoft Word, Customer Service
Education
Heald College
Bachelor of Business Administration (B.B.A.)
Wareham Development June 2002 - Present
Manulife Asset Management June 1997 - June 2003
Skills
Microsoft Office, Sales, Microsoft Excel, Microsoft Word, Customer Service
Education
Heald College
Bachelor of Business Administration (B.B.A.)
Diane Landers's Manulife Asset Management Experience December 2014 - Present
Job COO at Manulife Asset Management (U.S.)
Industry Investment Management
Experience
Manulife Asset Management December 2014 - Present
Manulife Asset Management October 2005 - November 2014
Education
College of the Holy Cross 1980 — 1984
BA, Economics
Manulife Asset Management December 2014 - Present
Manulife Asset Management October 2005 - November 2014
Education
College of the Holy Cross 1980 — 1984
BA, Economics
Boncana Maiga's Manulife Asset Management Experience May 2014 - Present
Job Portfolio Manager, Index Desk at Manulife Asset Management
Industry Investment Management
Experience
Manulife Asset Management May 2014 - Present
Manulife Financial September 2013 - May 2014
Manulife Asset Management June 2010 - August 2013
HSBC 2009 - 2010
Goldman Sachs 2004 - 2008
Skills
Fixed Income, Equities, Valuation, Portfolio Management, Investment Banking, Investments, Due Diligence, Analysis, Mergers, Bloomberg, Derivatives, Bonds, Capital Markets, Banking, Financial Modeling, Hedge Funds, Asset Managment, Mutual Funds, Financial Analysis, Analytics, Alternative Investments, Asset Management, Equity Research, Quantitative Analytics, Finance, Securities, Investment Strategies
Education
University of Toronto - Rotman School of Management 2010 — 2013
Master of Business Administration (MBA), Finance
City University of New York-Baruch College - Zicklin School of Business 2001 — 2003
BBA, Finance & Investments
Université des Sciences et Techniques du Languedoc (Montpellier II) 1997 — 1999
Applied Mathematics
Manulife Asset Management May 2014 - Present
Manulife Financial September 2013 - May 2014
Manulife Asset Management June 2010 - August 2013
HSBC 2009 - 2010
Goldman Sachs 2004 - 2008
Skills
Fixed Income, Equities, Valuation, Portfolio Management, Investment Banking, Investments, Due Diligence, Analysis, Mergers, Bloomberg, Derivatives, Bonds, Capital Markets, Banking, Financial Modeling, Hedge Funds, Asset Managment, Mutual Funds, Financial Analysis, Analytics, Alternative Investments, Asset Management, Equity Research, Quantitative Analytics, Finance, Securities, Investment Strategies
Education
University of Toronto - Rotman School of Management 2010 — 2013
Master of Business Administration (MBA), Finance
City University of New York-Baruch College - Zicklin School of Business 2001 — 2003
BBA, Finance & Investments
Université des Sciences et Techniques du Languedoc (Montpellier II) 1997 — 1999
Applied Mathematics
Roberto Sanchez-Dahl, CFA's Manulife Asset Management Experience May 2013 - Present
Job Managing Director / Sr. Portfolio Manager at Manulife Asset Management
Industry Investment Management
Experience
Manulife Asset Management May 2013 - Present
Federated Investors November 1997 - May 2013
Goldman Sachs 1994 - 1997
Skills
Portfolio Management, Emerging Markets, Fixed Income, Foreign Currency, Derivatives, Hedge Funds, Strategic Financial..., Strategy, Capital Markets, Bonds, Asset Management, Alternative Investments
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, International Finance
Universidad Nacional Autónoma de México 1984 — 1989
Bachelor of Science (BS), Mechanical & Electrical Engineering
Manulife Asset Management May 2013 - Present
Federated Investors November 1997 - May 2013
Goldman Sachs 1994 - 1997
Skills
Portfolio Management, Emerging Markets, Fixed Income, Foreign Currency, Derivatives, Hedge Funds, Strategic Financial..., Strategy, Capital Markets, Bonds, Asset Management, Alternative Investments
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, International Finance
Universidad Nacional Autónoma de México 1984 — 1989
Bachelor of Science (BS), Mechanical & Electrical Engineering
Rami Jrad, Eng., M.Sc.'s Manulife Asset Management Experience January 2015 - March 2015
Job Quantitative Analyst chez Stanton Asset Management Inc.
Industry Capital Markets
Experience
Stanton Asset Management Inc. March 2015 - Present
Manulife Asset Management January 2015 - March 2015
Standard Life Investments January 2014 - January 2015
Standard Life April 2013 - December 2013
Standard Life Investments July 2012 - April 2013
HEC Montreal September 2009 - October 2012
TELUQ - Télé-université du QUÉBEC March 2012 - July 2012
Skills
Matlab, Finance, Microsoft Excel, Mathematics, Modeling, Computer Proficiency, VBA, Bloomberg, Produits dérivés, Investissements, Modélisation financière, Gestion de portefeuille, Gestion des risques, Obligations/titres à...
Education
HEC Montréal 2009 — 2012
Master of Science (MSc) Finance. option Ingénierie Financière, Finance
SUP'COM-Ecole supérieure des Communications 2005 — 2008
Ingénieur d'Etat en Télécommunications, Telecommunications Engineering
Stanton Asset Management Inc. March 2015 - Present
Manulife Asset Management January 2015 - March 2015
Standard Life Investments January 2014 - January 2015
Standard Life April 2013 - December 2013
Standard Life Investments July 2012 - April 2013
HEC Montreal September 2009 - October 2012
TELUQ - Télé-université du QUÉBEC March 2012 - July 2012
Skills
Matlab, Finance, Microsoft Excel, Mathematics, Modeling, Computer Proficiency, VBA, Bloomberg, Produits dérivés, Investissements, Modélisation financière, Gestion de portefeuille, Gestion des risques, Obligations/titres à...
Education
HEC Montréal 2009 — 2012
Master of Science (MSc) Finance. option Ingénierie Financière, Finance
SUP'COM-Ecole supérieure des Communications 2005 — 2008
Ingénieur d'Etat en Télécommunications, Telecommunications Engineering
Steve Medina's Manulife Asset Management Experience January 2010 - Present
Job Head of Global Asset Allocation and Senior Portfolio Manager, Manulife Asset Management
Industry Financial Services
Experience
Manulife Asset Management January 2010 - Present
John Hancock March 1998 - September 2010
Skills
Investments, Asset Allocation, Mutual Funds, Financial Services, Alternative Investments, Retirement, Investment Management, Asset Management
Education
Boston College - Wallace E. Carroll Graduate School of Management
MS, Finance
Boston College 1990 — 1994
BS, Finance
Chartered Financial Analyst
Manulife Asset Management January 2010 - Present
John Hancock March 1998 - September 2010
Skills
Investments, Asset Allocation, Mutual Funds, Financial Services, Alternative Investments, Retirement, Investment Management, Asset Management
Education
Boston College - Wallace E. Carroll Graduate School of Management
MS, Finance
Boston College 1990 — 1994
BS, Finance
Chartered Financial Analyst
Maria Romanishina's Manulife Asset Management Experience November 2013 - Present
Job Senior Performance and Reporting Analyst at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management June 2015 - Present
Manulife Asset Management November 2013 - Present
Manulife Asset Management August 2010 - November 2013
US Bank, Wealth and Securities management division April 2008 - September 2010
US Bank May 2007 - April 2008
Skills
Bloomberg, Investments, Fixed Income, Equities, Financial Analysis, Asset Management, Portfolio Management, Mutual Funds, Finance, Financial Modeling, Securities, Bonds, Analysis, Banking, Trading, Hedge Funds, Financial Services, Risk Management, Derivatives, Financial Risk
Education
Simmons College - Simmons School of Management 2006 — 2009
MBA, Business
Novgorod State University named after Yaroslav-the-Wise (NovSU) 2000 — 2004
Bachelor of Arts (B.A.), Economics and Foreign Languages
MFS Investment Management June 2015 - Present
Manulife Asset Management November 2013 - Present
Manulife Asset Management August 2010 - November 2013
US Bank, Wealth and Securities management division April 2008 - September 2010
US Bank May 2007 - April 2008
Skills
Bloomberg, Investments, Fixed Income, Equities, Financial Analysis, Asset Management, Portfolio Management, Mutual Funds, Finance, Financial Modeling, Securities, Bonds, Analysis, Banking, Trading, Hedge Funds, Financial Services, Risk Management, Derivatives, Financial Risk
Education
Simmons College - Simmons School of Management 2006 — 2009
MBA, Business
Novgorod State University named after Yaroslav-the-Wise (NovSU) 2000 — 2004
Bachelor of Arts (B.A.), Economics and Foreign Languages
Andrew Gretzinger's Manulife Asset Management Experience July 2011 - Present
Job Managing Director, Portfolio Manager at Manulife Asset Management
Industry Investment Management
Experience
Manulife Asset Management July 2011 - Present
Manulife Asset Management March 2007 - June 2011
Manulife Asset Management July 2004 - February 2007
Manulife Asset Management September 2001 - June 2004
Bank of Nova Scotia June 1997 - September 2001
Skills
Fixed Income, Bonds, Portfolio Management, Financial Markets, Trading, Investments, Bloomberg, Investment Strategies, Equities, Alternative Investments, Asset Management, Derivatives, Asset Managment, Financial Services, Capital Markets, Mutual Funds, Economics, High Yield, Currency, FX trading, Quantitative Finance, Hedge Funds, FX Hedging, Electronic Trading, Asset Allocation, Foreign Exchange..., Market Analysis, Futures Trading, Interest Rate Hedging, Interest Rate Risk..., Equity Research, Indexing, Economic Forecasting, Model Portfolios, Credit Portfolio..., Money Market, Money Market Funds
Education
Western University 1993 — 1994
Masters, Economics
Brock University 1988 — 1993
BA (Honours), Economics
NDSS
Manulife Asset Management July 2011 - Present
Manulife Asset Management March 2007 - June 2011
Manulife Asset Management July 2004 - February 2007
Manulife Asset Management September 2001 - June 2004
Bank of Nova Scotia June 1997 - September 2001
Skills
Fixed Income, Bonds, Portfolio Management, Financial Markets, Trading, Investments, Bloomberg, Investment Strategies, Equities, Alternative Investments, Asset Management, Derivatives, Asset Managment, Financial Services, Capital Markets, Mutual Funds, Economics, High Yield, Currency, FX trading, Quantitative Finance, Hedge Funds, FX Hedging, Electronic Trading, Asset Allocation, Foreign Exchange..., Market Analysis, Futures Trading, Interest Rate Hedging, Interest Rate Risk..., Equity Research, Indexing, Economic Forecasting, Model Portfolios, Credit Portfolio..., Money Market, Money Market Funds
Education
Western University 1993 — 1994
Masters, Economics
Brock University 1988 — 1993
BA (Honours), Economics
NDSS
Marisa Gozun's Manulife Asset Management Experience January 2013 - Present
Job Executive Assistant to SVPChief Marketing Officer, Manulife Asset Management
Industry Financial Services
Experience
Manulife Asset Management January 2013 - Present
Manulife Financial August 2011 - January 2013
HSBC Financial August 2009 - July 2011
HSBC Financial August 2007 - August 2009
IBM Canada, Ltd October 2006 - July 2007
Minacs Worldwide July 2005 - October 2006
IBM Canada May 2004 - July 2005
Christian Children's Fund of Canada August 2003 - March 2004
Self-Employed May 2003 - August 2003
IBM Canada March 2001 - May 2003
Skills
Risk Management, Investor Relations, Portfolio Management, Banking, Event Management, Event Planning, Corporate Communications
Education
Ateneo de Manila University
Master of Science (M.S.), Social Psychology
University of the Philippines
Bachelor of Science (B.S.), Psychology
Manulife Asset Management January 2013 - Present
Manulife Financial August 2011 - January 2013
HSBC Financial August 2009 - July 2011
HSBC Financial August 2007 - August 2009
IBM Canada, Ltd October 2006 - July 2007
Minacs Worldwide July 2005 - October 2006
IBM Canada May 2004 - July 2005
Christian Children's Fund of Canada August 2003 - March 2004
Self-Employed May 2003 - August 2003
IBM Canada March 2001 - May 2003
Skills
Risk Management, Investor Relations, Portfolio Management, Banking, Event Management, Event Planning, Corporate Communications
Education
Ateneo de Manila University
Master of Science (M.S.), Social Psychology
University of the Philippines
Bachelor of Science (B.S.), Psychology
Brigitte Mercier, CPA, CGA, RPA's Manulife Asset Management Experience July 2015 - Present
Job Business Relationship Manager at Manulife Asset Management
Industry Real Estate
Experience
Manulife Asset Management July 2015 - Present
Manulife Asset Management (previously Standard Life) March 2007 - Present
Manulife 2007 - 2015
Manulife 2007 - 2015
Skills
Risk Management, Strategy, Finance, Strategic Planning, Change Management, Management, Contract Negotiation, Financial Analysis, Asset Management, Internal Audit
Education
McGill University
Concordia University
Accounting, Graduate Studies
Universite de Montreal
Executive, Communication
University of Ottawa
B.Comm
Manulife Asset Management July 2015 - Present
Manulife Asset Management (previously Standard Life) March 2007 - Present
Manulife 2007 - 2015
Manulife 2007 - 2015
Skills
Risk Management, Strategy, Finance, Strategic Planning, Change Management, Management, Contract Negotiation, Financial Analysis, Asset Management, Internal Audit
Education
McGill University
Concordia University
Accounting, Graduate Studies
Universite de Montreal
Executive, Communication
University of Ottawa
B.Comm
Mickey Ryan's Manulife Asset Management Experience July 2013 - December 2014
Job Research Analyst at Lizard Investors LLC
Industry Investment Management
Experience
Lizard Investors LLC January 2015 - Present
Manulife Asset Management July 2013 - December 2014
Sports Investment Partners July 2012 - August 2012
Boston Red Sox January 2011 - August 2011
Skills
Financial Modeling, Microsoft Excel, Financial Analysis, Investments, Valuation, Value Investing, Spin-offs, Equities, Special Situations..., Bloomberg, Bloomberg Terminal, Factset, Thompson One, Security Analysis, Capital IQ
Education
Boston University - School of Management 2009 — 2013
Bachelor of Science (B.S.)
Lizard Investors LLC January 2015 - Present
Manulife Asset Management July 2013 - December 2014
Sports Investment Partners July 2012 - August 2012
Boston Red Sox January 2011 - August 2011
Skills
Financial Modeling, Microsoft Excel, Financial Analysis, Investments, Valuation, Value Investing, Spin-offs, Equities, Special Situations..., Bloomberg, Bloomberg Terminal, Factset, Thompson One, Security Analysis, Capital IQ
Education
Boston University - School of Management 2009 — 2013
Bachelor of Science (B.S.)
Denis Pyatchanin's Manulife Asset Management Experience December 2013 - Present
Job Investment Analyst Derivatives Strategies at Manulife Asset Management
Industry Investment Management
Experience
Manulife Asset Management December 2013 - Present
360 Huntington Fund September 2010 - May 2013
Wellington Management July 2011 - June 2012
Skills
Equity Research, Valuation, Financial Modeling, Bloomberg, Mutual Funds, Portfolio Management, PowerPoint, Morningstar, Investments, Bloomberg Terminal, Access, Equity Trading, Due Diligence, Fundamental Analysis, Technical Analysis, Analytics, Photoshop, Minitab, FactSet, Value Line, M&A, Capital IQ, Performance Attribution, Performance Analytics, Relationship Management, Derivatives, Risk Management
Education
Northeastern University - Graduate School of Business Administration 2010 — 2013
Master of Business Administration (MBA) & Master of Science in Finance (MSF), Business/Investments, MBA Achievers Scholarship Recipient
Bryant University 2006 — 2010
Bachelor of Science (B.S.), Management and Finance, Dean's List, Merit Scholarship Recipient
American Embassy School, New Delhi, India 1994 — 2006
Elementary through High School
Manulife Asset Management December 2013 - Present
360 Huntington Fund September 2010 - May 2013
Wellington Management July 2011 - June 2012
Skills
Equity Research, Valuation, Financial Modeling, Bloomberg, Mutual Funds, Portfolio Management, PowerPoint, Morningstar, Investments, Bloomberg Terminal, Access, Equity Trading, Due Diligence, Fundamental Analysis, Technical Analysis, Analytics, Photoshop, Minitab, FactSet, Value Line, M&A, Capital IQ, Performance Attribution, Performance Analytics, Relationship Management, Derivatives, Risk Management
Education
Northeastern University - Graduate School of Business Administration 2010 — 2013
Master of Business Administration (MBA) & Master of Science in Finance (MSF), Business/Investments, MBA Achievers Scholarship Recipient
Bryant University 2006 — 2010
Bachelor of Science (B.S.), Management and Finance, Dean's List, Merit Scholarship Recipient
American Embassy School, New Delhi, India 1994 — 2006
Elementary through High School
Allison Sproule's Manulife Asset Management Experience 2010 - Present
Job Analyst with Marketing Background
Industry Investment Management
Experience
Manulife Asset Management 2010 - Present
MFC Global Investment Management November 2008 - October 2010
Nustadia Recreation Inc January 2005 - December 2006
Skills
Investments, Asset Management, Marketing, Mutual Funds, Equities, Asset Managment, Portfolio Management, Bloomberg, Management
Education
Dalhousie University 2003 — 2007
BComm, Marketing Management
Manulife Asset Management 2010 - Present
MFC Global Investment Management November 2008 - October 2010
Nustadia Recreation Inc January 2005 - December 2006
Skills
Investments, Asset Management, Marketing, Mutual Funds, Equities, Asset Managment, Portfolio Management, Bloomberg, Management
Education
Dalhousie University 2003 — 2007
BComm, Marketing Management
Paul Hyung, CPA, CA's Manulife Asset Management Experience March 2015 - July 2015
Job MBA Candidate Johnson Graduate School of Management at Cornell University
Industry Accounting
Experience
Manulife Asset Management March 2015 - July 2015
Chartwell Retirement Residences June 2013 - February 2015
Collins Barrow Toronto November 2010 - April 2013
Norton McMullen Chartered Accountants LLP November 2007 - October 2010
Skills
Financial Reporting, Corporate Tax, Financial Accounting, IFRS, Auditing, Accounting, Tax, Assurance, Income Tax, Internal Controls, Financial Statements, GAAP, Financial Analysis, Tax Preparation, External Audit, Variance Analysis
Education
Cornell University - Johnson Graduate School of Management 2015 — 2017
Master of Business Administration (MBA)
Institute of Chartered Accountants of Ontario
CA
National University of Singapore
Wilfrid Laurier University
Diploma in Accounting, Accounting
York University - Schulich School of Business
iBBA
Manulife Asset Management March 2015 - July 2015
Chartwell Retirement Residences June 2013 - February 2015
Collins Barrow Toronto November 2010 - April 2013
Norton McMullen Chartered Accountants LLP November 2007 - October 2010
Skills
Financial Reporting, Corporate Tax, Financial Accounting, IFRS, Auditing, Accounting, Tax, Assurance, Income Tax, Internal Controls, Financial Statements, GAAP, Financial Analysis, Tax Preparation, External Audit, Variance Analysis
Education
Cornell University - Johnson Graduate School of Management 2015 — 2017
Master of Business Administration (MBA)
Institute of Chartered Accountants of Ontario
CA
National University of Singapore
Wilfrid Laurier University
Diploma in Accounting, Accounting
York University - Schulich School of Business
iBBA
Sébastien Girard, CPA, CGA's Manulife Asset Management Experience May 2009 - Present
Job Manager chez Manulife Asset Management
Industry Financial Services
Experience
Manulife Asset Management May 2009 - Present
Skills
Bloomberg, Bloomberg Terminal, PAM, SAP, SQL Server, VBA, Gestion de portefeuille, Analyste commercial, Analyses, Banque, Microsoft Excel, Finance d'entreprise
Education
CFA Institute
CFA Level II Candidate
École des sciences de la gestion (ESG UQAM)
BAC, Sciences Comptables
Université de Sherbrooke / Sherbrooke University
Expertise Professionnelle CPA,CGA
Canadian securities institute
Canadian Securities Course
Manulife Asset Management May 2009 - Present
Skills
Bloomberg, Bloomberg Terminal, PAM, SAP, SQL Server, VBA, Gestion de portefeuille, Analyste commercial, Analyses, Banque, Microsoft Excel, Finance d'entreprise
Education
CFA Institute
CFA Level II Candidate
École des sciences de la gestion (ESG UQAM)
BAC, Sciences Comptables
Université de Sherbrooke / Sherbrooke University
Expertise Professionnelle CPA,CGA
Canadian securities institute
Canadian Securities Course
Paul Donahue's Manulife Asset Management Experience October 2011 - Present
Job Managing Director, Compliance Officer at Manulife Asset Management
Industry Financial Services
Experience
Manulife Asset Management October 2011 - Present
John Hancock Funds 1992 - January 2012
Education
Hobart and William Smith Colleges
Bachelor of Arts, Economics
Manulife Asset Management October 2011 - Present
John Hancock Funds 1992 - January 2012
Education
Hobart and William Smith Colleges
Bachelor of Arts, Economics
Girish Jayakumar,CIPM's Manulife Asset Management Experience August 2010 - Present
Job Senior Analyst at Manulife Asset Management
Industry Investment Management
Experience
Manulife Asset Management August 2010 - Present
Manulife Mutual Funds June 2008 - August 2010
TD Securities April 2007 - February 2008
TD Bank Group March 2005 - April 2007
Sigpro Wireless June 2001 - November 2002
Skills
Financial Modeling, Fixed Income, Valuation, Quantitative Finance, Derivatives, Capital Markets, Asset Managment, Mutual Funds, Investments, Financial Analysis, Corporate Finance, Due Diligence, Risk Management, Equities, Bloomberg
Education
University of Sydney 2003 — 2005
Masters, Finance
Carleton University 1997 — 2001
Bachelors, Electrical Engineering
Manulife Asset Management August 2010 - Present
Manulife Mutual Funds June 2008 - August 2010
TD Securities April 2007 - February 2008
TD Bank Group March 2005 - April 2007
Sigpro Wireless June 2001 - November 2002
Skills
Financial Modeling, Fixed Income, Valuation, Quantitative Finance, Derivatives, Capital Markets, Asset Managment, Mutual Funds, Investments, Financial Analysis, Corporate Finance, Due Diligence, Risk Management, Equities, Bloomberg
Education
University of Sydney 2003 — 2005
Masters, Finance
Carleton University 1997 — 2001
Bachelors, Electrical Engineering
Pasqualino Rigazzi's Manulife Asset Management Experience February 2015 - Present
Job Business Technology Software Developer at Manulife Asset Management
Industry Financial Services
Experience
Manulife Asset Management February 2015 - Present
Standard Life Investments June 2014 - January 2015
Oceanwide September 2012 - May 2014
Sun Life Financial March 2008 - June 2012
PSL Group October 2006 - March 2008
Skills
Microsoft SQL Server, Software Development, Integration, SQL, Data Analysis, C#, Project Management, Visual Basic, Business Analysis, Team Foundation Server, Visual Studio
Education
Concordia University
Manulife Asset Management February 2015 - Present
Standard Life Investments June 2014 - January 2015
Oceanwide September 2012 - May 2014
Sun Life Financial March 2008 - June 2012
PSL Group October 2006 - March 2008
Skills
Microsoft SQL Server, Software Development, Integration, SQL, Data Analysis, C#, Project Management, Visual Basic, Business Analysis, Team Foundation Server, Visual Studio
Education
Concordia University
Mitsuko Ernst's Manulife Asset Management Experience December 2013 - Present
Job Sr. Administrative Assistant at Manulife Asset Management
Industry Financial Services
Experience
Manulife Asset Management December 2013 - Present
H&R Block January 2010 - June 2013
Bank of America April 2004 - November 2011
Fleet Bank/Bank of America September 1996 - March 2004
Skills
Administrative..., Process Scheduler, System Administration, Microsoft Word, Administrative Support, Outlook, Excel, Word, PowerPoint, Confidentiality, Administration, Scheduling, Microsoft Office, Time Management, Budgeting, Visio, Data Entry, Expenses, Teamwork, Problem Solving, Tax, Typing, Event Planning, Shorthand, Bookkeeping, QuickBooks, Accounting, Microsoft Excel
Education
Millennium Training Institute 2012 — 2013
Certificate, Business Administration & Bookkeeping
Katharine Gibbs School, Boston
Business Administration
Tokyo Woman's Christian University
Bachelor's degree, English & American Literature
Manulife Asset Management December 2013 - Present
H&R Block January 2010 - June 2013
Bank of America April 2004 - November 2011
Fleet Bank/Bank of America September 1996 - March 2004
Skills
Administrative..., Process Scheduler, System Administration, Microsoft Word, Administrative Support, Outlook, Excel, Word, PowerPoint, Confidentiality, Administration, Scheduling, Microsoft Office, Time Management, Budgeting, Visio, Data Entry, Expenses, Teamwork, Problem Solving, Tax, Typing, Event Planning, Shorthand, Bookkeeping, QuickBooks, Accounting, Microsoft Excel
Education
Millennium Training Institute 2012 — 2013
Certificate, Business Administration & Bookkeeping
Katharine Gibbs School, Boston
Business Administration
Tokyo Woman's Christian University
Bachelor's degree, English & American Literature
Forrest Simenson's Manulife Asset Management Experience April 2012 - September 2013
Job Senior Capital Markets Financial Analyst at Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
Ameriprise Financial Services, Inc. September 2013 - Present
Manulife Asset Management April 2012 - September 2013
Numeric Investors November 2009 - April 2012
Fidelity Investments October 2008 - February 2009
Fidelity Investments September 2006 - June 2008
May Labs June 2005 - September 2006
Spiral Manufacturing Co. February 2005 - June 2005
Wisconsin News Lab August 2002 - December 2004
Goodrich Pharmacy January 1997 - August 2000
Skills
Risk Management, Portfolio Management, Fixed Income, Accounting, Fund Accounting, Data Analysis, Financial Modeling, Valuation, Investment Management, Corporate Actions, Business Analysis, Microsoft Excel, SAS, Funding, SQL, Microsoft Office, Analysis
Education
Boston University 2011 — 2012
Master of Science (MS), Investment Management
University of Wisconsin-Madison 2000 — 2004
Bachelor of Arts (BA), Geographic Information Science and Cartography
Anoka High School 1996 — 2000
Ameriprise Financial Services, Inc. September 2013 - Present
Manulife Asset Management April 2012 - September 2013
Numeric Investors November 2009 - April 2012
Fidelity Investments October 2008 - February 2009
Fidelity Investments September 2006 - June 2008
May Labs June 2005 - September 2006
Spiral Manufacturing Co. February 2005 - June 2005
Wisconsin News Lab August 2002 - December 2004
Goodrich Pharmacy January 1997 - August 2000
Skills
Risk Management, Portfolio Management, Fixed Income, Accounting, Fund Accounting, Data Analysis, Financial Modeling, Valuation, Investment Management, Corporate Actions, Business Analysis, Microsoft Excel, SAS, Funding, SQL, Microsoft Office, Analysis
Education
Boston University 2011 — 2012
Master of Science (MS), Investment Management
University of Wisconsin-Madison 2000 — 2004
Bachelor of Arts (BA), Geographic Information Science and Cartography
Anoka High School 1996 — 2000
Bridget Bruce (Daugsiewicz)'s Manulife Asset Management Experience September 2013 - Present
Job Fixed Income Trader at Manulife Asset Management
Industry Investment Management
Experience
Manulife Asset Management September 2013 - Present
Manulife Asset Management August 2011 - September 2013
Manulife Asset Management November 2010 - August 2011
Manulife Asset Management June 2008 - November 2010
Skills
Fixed Income, Money Market Funds, Buy-Side Investment..., Bloomberg AIM, Investments, Trading, Portfolio Management, Hedge Funds, Mutual Funds, Securities, Derivatives, Asset Management
Education
Fairfield University 2003 — 2007
Bachelor of Science (B.S.), Mathematics
Manulife Asset Management September 2013 - Present
Manulife Asset Management August 2011 - September 2013
Manulife Asset Management November 2010 - August 2011
Manulife Asset Management June 2008 - November 2010
Skills
Fixed Income, Money Market Funds, Buy-Side Investment..., Bloomberg AIM, Investments, Trading, Portfolio Management, Hedge Funds, Mutual Funds, Securities, Derivatives, Asset Management
Education
Fairfield University 2003 — 2007
Bachelor of Science (B.S.), Mathematics
Frank Saeli's Manulife Asset Management Experience 2008 - Present
Job Head of Sales & Relationship Management at Manulife Asset Management
Industry Investment Management
Experience
Manulife Asset Management 2008 - Present
Skills
Sales Management, Relationship Management, Institutional..., Territory..., Marketing Strategy, Series 7, Team Building, Sales Hiring, Alternative Investments, Institutional Sales, Investment Strategies, Retirement, Pension Funds, Institutional, Due Diligence, Finance, ETFs, Management, Strategy, Private Equity, Marketing, Financial Risk, Mergers & Acquisitions
Education
Fairfield University
Bachelor of Arts (BA), Economics
Manulife Asset Management 2008 - Present
Skills
Sales Management, Relationship Management, Institutional..., Territory..., Marketing Strategy, Series 7, Team Building, Sales Hiring, Alternative Investments, Institutional Sales, Investment Strategies, Retirement, Pension Funds, Institutional, Due Diligence, Finance, ETFs, Management, Strategy, Private Equity, Marketing, Financial Risk, Mergers & Acquisitions
Education
Fairfield University
Bachelor of Arts (BA), Economics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY