Manulife Asset Management
Industry: Company
DescriptionSubsidiaries: John Hancock Financial, Parent organization: Manulife
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Manulife Asset Management Employees
Employee
Years
Job
Industry
Chad Gross Chad Gross's Manulife Asset Management Experience March 2011 - March 2013
Job Vice President, Institutional Services at Loomis, Sayles & Company
Industry Investment Management
Experience
Loomis, Sayles & Company March 2013 - Present
Manulife Asset Management March 2011 - March 2013
Janus Capital Group November 2006 - March 2011
US Army December 1999 - October 2006
Skills
Equities, Fixed Income, Alternative Investments, Investment Management, Asset Allocation, Institutional Sales, Institutional Investors, Pension Funds, Series 7, Asset Managment, Endowment Funds, Series 3, Series 63, Portfolio Management, New Business Development, Mutual Funds, Investments, Investment Strategies, Hedge Funds, Institutional, Institutional..., Asset Management, FINRA
Education
Texas Tech University 1995 — 1999
B.B.A.
Loomis, Sayles & Company March 2013 - Present
Manulife Asset Management March 2011 - March 2013
Janus Capital Group November 2006 - March 2011
US Army December 1999 - October 2006
Skills
Equities, Fixed Income, Alternative Investments, Investment Management, Asset Allocation, Institutional Sales, Institutional Investors, Pension Funds, Series 7, Asset Managment, Endowment Funds, Series 3, Series 63, Portfolio Management, New Business Development, Mutual Funds, Investments, Investment Strategies, Hedge Funds, Institutional, Institutional..., Asset Management, FINRA
Education
Texas Tech University 1995 — 1999
B.B.A.
Paolo Valle Paolo Valle's Manulife Asset Management Experience May 2013 - Present
Job Managing Director and Senior Portfolio Manager at Manulife Asset Management
Industry Investment Management
Experience
Manulife Asset Management May 2013 - Present
Federated Investment Management Company February 2004 - May 2013
Ramirez Partners LLC 2001 - 2004
Merrill Lynch Investment Management 1992 - 1999
PNC Bank 1982 - 1992
Skills
Asset Managment, Emerging Markets, Portfolio Management, Bloomberg, Hedge Funds, Asset Management, Derivatives, Fixed Income, Corporate Finance, Capital Markets, Equities, Investment Banking, Valuation, Alternative Investments, Investment Management, Asset Allocation, Structured Products, Investment Strategies, Mutual Funds, Wealth Management, Bonds, Equity Research, Investments, Private Equity, Trading
Education
Markham College
Universidad del Pacífico (PE)
University of Pittsburgh
MBA, Finance
Manulife Asset Management May 2013 - Present
Federated Investment Management Company February 2004 - May 2013
Ramirez Partners LLC 2001 - 2004
Merrill Lynch Investment Management 1992 - 1999
PNC Bank 1982 - 1992
Skills
Asset Managment, Emerging Markets, Portfolio Management, Bloomberg, Hedge Funds, Asset Management, Derivatives, Fixed Income, Corporate Finance, Capital Markets, Equities, Investment Banking, Valuation, Alternative Investments, Investment Management, Asset Allocation, Structured Products, Investment Strategies, Mutual Funds, Wealth Management, Bonds, Equity Research, Investments, Private Equity, Trading
Education
Markham College
Universidad del Pacífico (PE)
University of Pittsburgh
MBA, Finance
Ben Oldfield BSc (Hons) Estate Management Ben Oldfield BSc (Hons) Estate Management's Manulife Asset Management Experience July 2015 - Present
Job Leasing Manager at Manulife Asset Management
Industry Real Estate
Experience
Manulife Asset Management July 2015 - Present
CBRE April 2013 - June 2015
Avenue Commercial June 2010 - March 2013
Lambert Smith Hampton September 2005 - January 2010
Sanderson Young 2004 - 2004
Skills
Leases, Tenant, Investment Properties, Corporate Real Estate, Landlords, Property Management, Appraisals, Commercial Real Estate, Real Estate Development, Lease Negotiations, Real Estate, Lease Administration, Tenant Representation, Real Estate Transactions, Disposition
Education
University of Northumbria 2002 — 2005
Estate Management (Hons), Real Estate
Whickham School 1995 — 2002
A Levels
Manulife Asset Management July 2015 - Present
CBRE April 2013 - June 2015
Avenue Commercial June 2010 - March 2013
Lambert Smith Hampton September 2005 - January 2010
Sanderson Young 2004 - 2004
Skills
Leases, Tenant, Investment Properties, Corporate Real Estate, Landlords, Property Management, Appraisals, Commercial Real Estate, Real Estate Development, Lease Negotiations, Real Estate, Lease Administration, Tenant Representation, Real Estate Transactions, Disposition
Education
University of Northumbria 2002 — 2005
Estate Management (Hons), Real Estate
Whickham School 1995 — 2002
A Levels
Catherine Barros Catherine Barros's Manulife Asset Management Experience June 2015 - Present
Job Senior Administrative Assistant
Industry Financial Services
Experience
Manulife Asset Management June 2015 - Present
Hilliard's July 2012 - Present
Gates Intermediate School September 2014 - April 2015
Law Office of Kevin Patrick Seaver May 2014 - August 2014
Rinker Materials July 2013 - August 2013
Skills
English, Public Speaking, Microsoft Word, PowerPoint, Windows, Research, Microsoft Office, Microsoft Excel, Outlook, Teaching, Customer Service, Social Media, French, Fundraising, Event Planning, Editing, Qualitative Research, Quantitative Research, Tutoring, Typing, WordPress
Education
Stonehill College 2011 — 2015
Sociology B.A.
Institut catholique de Paris 2013 — 2013
French Studies, A
Manulife Asset Management June 2015 - Present
Hilliard's July 2012 - Present
Gates Intermediate School September 2014 - April 2015
Law Office of Kevin Patrick Seaver May 2014 - August 2014
Rinker Materials July 2013 - August 2013
Skills
English, Public Speaking, Microsoft Word, PowerPoint, Windows, Research, Microsoft Office, Microsoft Excel, Outlook, Teaching, Customer Service, Social Media, French, Fundraising, Event Planning, Editing, Qualitative Research, Quantitative Research, Tutoring, Typing, WordPress
Education
Stonehill College 2011 — 2015
Sociology B.A.
Institut catholique de Paris 2013 — 2013
French Studies, A
Shawn Doby Johnnides Shawn Doby Johnnides's Manulife Asset Management Experience June 2015 - Present
Job Content Marketing Manager at Manulife Asset Management
Industry Marketing and Advertising
Experience
Manulife Asset Management June 2015 - Present
American Marketing Association, Boston January 2015 - Present
Stars and Stripes October 2010 - December 2013
Arnn Elementary School (DoDEA) November 2009 - October 2010
TRACE International, Inc. May 2008 - June 2009
Spiegel & McDiarmid May 2006 - May 2008
Kirkland & Ellis LLP June 2005 - May 2006
Thorp Reed & Armstrong October 2001 - May 2005
Walt Disney World May 2001 - October 2001
Skills
Strategic Communications, Public Relations, Marketing, Marketing Communications, Advertising, Email Marketing, Event Planning, Strategic Planning, Online Marketing, Management, Newsletters, Internal Communications, Social Media Marketing, Corporate Communications, Community Outreach, Social Media, Media Relations, Crisis Communications, Copywriting, Press Releases, Marketing Strategy, Program Management, Editing, Public Speaking, Event Management, Non-profits, Change Management, Management Of..., Department Budgeting, Cross Functional Team..., Brand Development, Brand Management, Brand Awareness, Branding & Identity, Leadership, Strategy, Integrated Marketing, Market Research, Content Marketing, Content Writing, Content Management, Writing
Education
The Johns Hopkins University - Carey Business School 2008 — 2010
MBA, MBA Fellows Program
University of Pittsburgh 2002 — 2005
Bachelor of Arts (BA), Communication and Media Studies
Virginia Polytechnic Institute and State University 1999 — 2001
Communications
UMUC 2010 — 2010
Japanese
Manulife Asset Management June 2015 - Present
American Marketing Association, Boston January 2015 - Present
Stars and Stripes October 2010 - December 2013
Arnn Elementary School (DoDEA) November 2009 - October 2010
TRACE International, Inc. May 2008 - June 2009
Spiegel & McDiarmid May 2006 - May 2008
Kirkland & Ellis LLP June 2005 - May 2006
Thorp Reed & Armstrong October 2001 - May 2005
Walt Disney World May 2001 - October 2001
Skills
Strategic Communications, Public Relations, Marketing, Marketing Communications, Advertising, Email Marketing, Event Planning, Strategic Planning, Online Marketing, Management, Newsletters, Internal Communications, Social Media Marketing, Corporate Communications, Community Outreach, Social Media, Media Relations, Crisis Communications, Copywriting, Press Releases, Marketing Strategy, Program Management, Editing, Public Speaking, Event Management, Non-profits, Change Management, Management Of..., Department Budgeting, Cross Functional Team..., Brand Development, Brand Management, Brand Awareness, Branding & Identity, Leadership, Strategy, Integrated Marketing, Market Research, Content Marketing, Content Writing, Content Management, Writing
Education
The Johns Hopkins University - Carey Business School 2008 — 2010
MBA, MBA Fellows Program
University of Pittsburgh 2002 — 2005
Bachelor of Arts (BA), Communication and Media Studies
Virginia Polytechnic Institute and State University 1999 — 2001
Communications
UMUC 2010 — 2010
Japanese
Anthony Ostler Anthony Ostler's Manulife Asset Management Experience January 2013 - August 2014
Job SVP, Global Head of Global Investor Relations at State Street
Industry Banking
Experience
State Street August 2014 - Present
Manulife Asset Management January 2013 - August 2014
Manulife Financial October 2010 - January 2013
Canaccord Financial Inc. November 2008 - October 2010
Canaccord Capital Inc. May 2006 - November 2008
Canaccord Capital Inc. May 2004 - May 2006
RBC Financial Group 2003 - 2004
RBC Financial Group 2003 - 2003
RBC Financial Group 1999 - 2003
A.T. Kearney 1997 - 1999
Skills
Capital Markets, Governance, Banking, Brokerage, Wealth Management, Life Insurance, Leadership, Financial Analysis, Business Strategy, Investments, Valuation, Equities, Fixed Income, Corporate Finance, Mergers, Disclosure, Communication, Investor Relations, Risk Management, Treasury, Business Intelligence, Strategic Planning, Due Diligence, Securities, Asset Managment, Financial Modeling, Strategy, Finance, Strategic Financial..., Hedge Funds, Investment Strategies, Financial Markets, Investment Banking, Financial Services, Portfolio Management, IPO, Equity Research, Corporate Development, Mutual Funds, Marketing, Bloomberg, Asset Allocation, Investment Advisory, Investment Management, Alternative Investments, Executive Management, Insurance, Asset Management, Mergers & Acquisitions, Retirement Planning
Education
The University of Western Ontario - Richard Ivey School of Business 1995 — 1997
MBA, Strategy and Consulting
Western University 1987 — 1991
BA, History
Shawnigan Lake School 1984 — 1987
High School Diploma
State Street August 2014 - Present
Manulife Asset Management January 2013 - August 2014
Manulife Financial October 2010 - January 2013
Canaccord Financial Inc. November 2008 - October 2010
Canaccord Capital Inc. May 2006 - November 2008
Canaccord Capital Inc. May 2004 - May 2006
RBC Financial Group 2003 - 2004
RBC Financial Group 2003 - 2003
RBC Financial Group 1999 - 2003
A.T. Kearney 1997 - 1999
Skills
Capital Markets, Governance, Banking, Brokerage, Wealth Management, Life Insurance, Leadership, Financial Analysis, Business Strategy, Investments, Valuation, Equities, Fixed Income, Corporate Finance, Mergers, Disclosure, Communication, Investor Relations, Risk Management, Treasury, Business Intelligence, Strategic Planning, Due Diligence, Securities, Asset Managment, Financial Modeling, Strategy, Finance, Strategic Financial..., Hedge Funds, Investment Strategies, Financial Markets, Investment Banking, Financial Services, Portfolio Management, IPO, Equity Research, Corporate Development, Mutual Funds, Marketing, Bloomberg, Asset Allocation, Investment Advisory, Investment Management, Alternative Investments, Executive Management, Insurance, Asset Management, Mergers & Acquisitions, Retirement Planning
Education
The University of Western Ontario - Richard Ivey School of Business 1995 — 1997
MBA, Strategy and Consulting
Western University 1987 — 1991
BA, History
Shawnigan Lake School 1984 — 1987
High School Diploma
Scott McIntosh Scott McIntosh's Manulife Asset Management Experience June 2012 - October 2013
Job Managing Director, Global MultiAsset at OMERS Capital Markets
Industry Investment Management
Experience
OMERS Capital Markets August 2015 - Present
OMERS Capital Markets October 2013 - August 2015
Manulife Asset Management June 2012 - October 2013
Manulife Financial January 2011 - June 2012
Goldman Sachs JBWere April 2009 - October 2010
Convex Alternative Strategies May 2007 - December 2008
Suncorp Investment Management May 1996 - April 2007
Skills
Portfolio Management, Asset Allocation, Investments, Wealth Management, Derivatives, Investment Management, Asset Managment, Asset Management, Fixed Income, Strategy, Investment Strategies, Bloomberg, Equities, Hedge Funds, Mutual Funds, Capital Markets, Bonds, Equity Research, Valuation
Education
The University of Queensland
Master of Commerce, Applied Finance
Queensland University of Technology
Bachelor of Business
OMERS Capital Markets August 2015 - Present
OMERS Capital Markets October 2013 - August 2015
Manulife Asset Management June 2012 - October 2013
Manulife Financial January 2011 - June 2012
Goldman Sachs JBWere April 2009 - October 2010
Convex Alternative Strategies May 2007 - December 2008
Suncorp Investment Management May 1996 - April 2007
Skills
Portfolio Management, Asset Allocation, Investments, Wealth Management, Derivatives, Investment Management, Asset Managment, Asset Management, Fixed Income, Strategy, Investment Strategies, Bloomberg, Equities, Hedge Funds, Mutual Funds, Capital Markets, Bonds, Equity Research, Valuation
Education
The University of Queensland
Master of Commerce, Applied Finance
Queensland University of Technology
Bachelor of Business
Marc-Antoine Laporte's Manulife Asset Management Experience February 2015 - Present
Job Manager, Client Operations | Directeur, Opérations Clients at Manulife Asset Management
Industry Investment Management
Experience
Manulife Asset Management February 2015 - Present
Société pour les enfants handicapés du Québec Quebec Society for Disabled Children 2012 - Present
Easter Seals Canada September 2014 - Present
Standard Life Investments June 2014 - February 2015
Standard Life Investments August 2013 - June 2014
Banque Laurentienne 2011 - 2013
Banque Laurentienne 2007 - 2011
BMO Financial Group 1997 - 2007
Skills
Business Strategy, Portfolio Management, Banking, Finance, Investments, Commercial Banking, Retail Banking, Business Analysis, Investment Banking, Marketing Strategy, Product Development, Product Management, Management, Financial Analysis, Credit, Coaching, Product Marketing, Mutual Funds, Risk Management, Team Management, Corporate Finance, Project Management
Education
Université du Québec à Montréal
Cert., Planification Financière
ICVM CSI
Cours sur les valeurs mobilières Canadian Securities Course
1997 — 2000
Bachelor, Business administration/Finance
Manulife Asset Management February 2015 - Present
Société pour les enfants handicapés du Québec Quebec Society for Disabled Children 2012 - Present
Easter Seals Canada September 2014 - Present
Standard Life Investments June 2014 - February 2015
Standard Life Investments August 2013 - June 2014
Banque Laurentienne 2011 - 2013
Banque Laurentienne 2007 - 2011
BMO Financial Group 1997 - 2007
Skills
Business Strategy, Portfolio Management, Banking, Finance, Investments, Commercial Banking, Retail Banking, Business Analysis, Investment Banking, Marketing Strategy, Product Development, Product Management, Management, Financial Analysis, Credit, Coaching, Product Marketing, Mutual Funds, Risk Management, Team Management, Corporate Finance, Project Management
Education
Université du Québec à Montréal
Cert., Planification Financière
ICVM CSI
Cours sur les valeurs mobilières Canadian Securities Course
1997 — 2000
Bachelor, Business administration/Finance
Josh Margolian's Manulife Asset Management Experience May 2014 - Present
Job Associate Counsel at Manulife Asset Management
Industry Law Practice
Experience
Manulife Asset Management May 2014 - Present
Manulife Financial July 2013 - April 2014
Manulife Financial May 2012 - August 2012
Manulife Financial May 2011 - August 2011
Manulife Financial May 2010 - September 2010
Skills
Securities Regulation, Legal Advice, Contract Negotiation, Mutual Funds, Alternative Investments, Mergers & Acquisitions, Investment Management, Relationship Management, Microsoft Office, Regulatory Submissions, Corporate Law, Board Governance, Legal Research, Securities
Education
The University of Western Ontario 2010 — 2013
JD, Law
The University of Western Ontario - Richard Ivey School of Business 2005 — 2010
HBA, Accounting and Finance
Manulife Asset Management May 2014 - Present
Manulife Financial July 2013 - April 2014
Manulife Financial May 2012 - August 2012
Manulife Financial May 2011 - August 2011
Manulife Financial May 2010 - September 2010
Skills
Securities Regulation, Legal Advice, Contract Negotiation, Mutual Funds, Alternative Investments, Mergers & Acquisitions, Investment Management, Relationship Management, Microsoft Office, Regulatory Submissions, Corporate Law, Board Governance, Legal Research, Securities
Education
The University of Western Ontario 2010 — 2013
JD, Law
The University of Western Ontario - Richard Ivey School of Business 2005 — 2010
HBA, Accounting and Finance
Irina Muhina Irina Muhina's Manulife Asset Management Experience January 2011 - May 2015
Job Data Strategist & Analytics Consultant & Knowledge Architect – Optimization, Forecast, Patterns | Make data work for you
Industry Investment Management
Experience
Manulife Asset Management January 2011 - May 2015
Manulife Financial, Global Investment Management July 2008 - February 2011
Bank of Montreal February 2005 - July 2008
Exchange Solutions December 2003 - January 2005
RBC Royal Bank September 2002 - November 2003
Bank of Montreal June 1997 - August 2002
Royal & Sun Alliance January 1996 - June 1997
Skills
Analytics, Data Mining, Analysis, Data Analysis, Strategy, Segmentation, Statistical Modeling, Predictive Modeling, Business Intelligence, Statistics, Financial Risk, Risk Management, Quantitative Analytics, Customer Insight, Business Process..., Management, Market Research, Marketing Research, Asset Allocation, Business Analysis, Portfolio Management, Quality Control, Financial Services, Design of Experiments, Systems Thinking, Knowledge Discovery, Customer Analysis, Big Data Analytics
Education
Novosibirsk State University (NSU) 1980 — 1990
Ph.D, Artificial Intelligence, Design of Experiment
Manulife Asset Management January 2011 - May 2015
Manulife Financial, Global Investment Management July 2008 - February 2011
Bank of Montreal February 2005 - July 2008
Exchange Solutions December 2003 - January 2005
RBC Royal Bank September 2002 - November 2003
Bank of Montreal June 1997 - August 2002
Royal & Sun Alliance January 1996 - June 1997
Skills
Analytics, Data Mining, Analysis, Data Analysis, Strategy, Segmentation, Statistical Modeling, Predictive Modeling, Business Intelligence, Statistics, Financial Risk, Risk Management, Quantitative Analytics, Customer Insight, Business Process..., Management, Market Research, Marketing Research, Asset Allocation, Business Analysis, Portfolio Management, Quality Control, Financial Services, Design of Experiments, Systems Thinking, Knowledge Discovery, Customer Analysis, Big Data Analytics
Education
Novosibirsk State University (NSU) 1980 — 1990
Ph.D, Artificial Intelligence, Design of Experiment
Witney Earle Witney Earle's Manulife Asset Management Experience September 2013 - March 2014
Job Front End Developer | Designer
Industry Design
Experience
The Center for Digital Arts January 2015 - Present
State Street Global Advisors April 2014 - September 2014
Manulife Asset Management September 2013 - March 2014
State Street Global Advisors September 2011 - August 2013
Pragmatics, Inc. September 2009 - May 2011
WaMu 2008 - 2009
Various Companies 2006 - 2008
Women's World Banking 2001 - 2005
Beej Inc. 2000 - 2001
Various Companies 1999 - 2001
Skills
Pre-press, Illustrator, Mac & PC platforms, InDesign, QuarkXPress, Proposal Writing, Graphic Design, Dreamweaver, Newsletters, Posters
Education
Pratt Institute 2004 — 2006
MS, Communication Design
Wheaton College
The Center for Digital Arts January 2015 - Present
State Street Global Advisors April 2014 - September 2014
Manulife Asset Management September 2013 - March 2014
State Street Global Advisors September 2011 - August 2013
Pragmatics, Inc. September 2009 - May 2011
WaMu 2008 - 2009
Various Companies 2006 - 2008
Women's World Banking 2001 - 2005
Beej Inc. 2000 - 2001
Various Companies 1999 - 2001
Skills
Pre-press, Illustrator, Mac & PC platforms, InDesign, QuarkXPress, Proposal Writing, Graphic Design, Dreamweaver, Newsletters, Posters
Education
Pratt Institute 2004 — 2006
MS, Communication Design
Wheaton College
Bilal Naqvi, CFA Bilal Naqvi, CFA's Manulife Asset Management Experience April 2003 - September 2007
Job Director of Investments at Manulife Financial
Industry Investment Management
Experience
Russell Investments September 2007 - July 2013
Manulife Asset Management April 2003 - September 2007
JPMorgan Chase January 1999 - August 2002
Washington Mutual January 1997 - June 1998
Bank of America January 1994 - December 1996
Household Finance September 1991 - December 1993
Skills
Asset Managment, Fixed Income, Investments, Investment Strategies, Portfolio Management, Asset Allocation, Equities, Capital Markets, Mutual Funds, Derivatives, Bloomberg, Investment Management, Bonds, Wealth Management, Fund Of Funds, Investment Advisory, Fixed Income Analysis, Due Diligence, Credit, Banking, Credit Management, Trading, Risk Management, Finance, Asset Management, Institutional..., Private Banking
Education
Woodbury University 1994 — 1995
MBA
University of Nebraska-Lincoln 1987 — 1991
Bachelor's Degree, Finance & Economics
CFA Institute
CFA Charterholder
Russell Investments September 2007 - July 2013
Manulife Asset Management April 2003 - September 2007
JPMorgan Chase January 1999 - August 2002
Washington Mutual January 1997 - June 1998
Bank of America January 1994 - December 1996
Household Finance September 1991 - December 1993
Skills
Asset Managment, Fixed Income, Investments, Investment Strategies, Portfolio Management, Asset Allocation, Equities, Capital Markets, Mutual Funds, Derivatives, Bloomberg, Investment Management, Bonds, Wealth Management, Fund Of Funds, Investment Advisory, Fixed Income Analysis, Due Diligence, Credit, Banking, Credit Management, Trading, Risk Management, Finance, Asset Management, Institutional..., Private Banking
Education
Woodbury University 1994 — 1995
MBA
University of Nebraska-Lincoln 1987 — 1991
Bachelor's Degree, Finance & Economics
CFA Institute
CFA Charterholder
Celine Hebert Celine Hebert's Manulife Asset Management Experience February 2015 - Present
Job Director, Marketing Communications at Manulife Asset Management
Industry Financial Services
Experience
Manulife Asset Management February 2015 - Present
Standard Life Investments Inc. September 2006 - January 2015
Groupe Jean Coutu June 2005 - August 2005
Talvest (CIBC) October 1992 - May 2004
Skills
Marketing Communications, Advertising, Public Relations, Email Marketing, Marketing Strategy, Marketing..., B2B, Digital Marketing, Marketing, Internal Communications, Investments, Strategic Communications, Copywriting, Corporate Branding, Media Relations, Integrated Marketing, Crisis Communications, Brand Development, Communications Planning
Education
UQAM
Marketing, Human Resources
Université du Québec à Montréal
Manulife Asset Management February 2015 - Present
Standard Life Investments Inc. September 2006 - January 2015
Groupe Jean Coutu June 2005 - August 2005
Talvest (CIBC) October 1992 - May 2004
Skills
Marketing Communications, Advertising, Public Relations, Email Marketing, Marketing Strategy, Marketing..., B2B, Digital Marketing, Marketing, Internal Communications, Investments, Strategic Communications, Copywriting, Corporate Branding, Media Relations, Integrated Marketing, Crisis Communications, Brand Development, Communications Planning
Education
UQAM
Marketing, Human Resources
Université du Québec à Montréal
Meaghan Einav Meaghan Einav's Manulife Asset Management Experience September 2015 - Present
Job Managing Director & Counsel at Manulife Asset Management Private Markets
Industry Law Practice
Experience
Manulife Asset Management September 2015 - Present
AUM Law Professional Corporation March 2011 - September 2015
Dechert LLP October 2007 - January 2010
Cassels Brock & Blackwell LLP May 2005 - October 2007
Skills
Securities Regulation, Corporate Law, Securities
Education
Queen's University 2003 — 2006
J.D.
University of Toronto 1999 — 2003
B.A. (Hon), English Literature
Manulife Asset Management September 2015 - Present
AUM Law Professional Corporation March 2011 - September 2015
Dechert LLP October 2007 - January 2010
Cassels Brock & Blackwell LLP May 2005 - October 2007
Skills
Securities Regulation, Corporate Law, Securities
Education
Queen's University 2003 — 2006
J.D.
University of Toronto 1999 — 2003
B.A. (Hon), English Literature
Erion Karroqe Erion Karroqe's Manulife Asset Management Experience June 2015 - Present
Job Portfolio Manager Access Program Administrator at Manulife Asset Management
Industry Financial Services
Experience
Manulife Asset Management June 2015 - Present
Manulife Financial August 2013 - May 2015
Manulife Financial September 2012 - August 2013
Best Buy June 2007 - August 2013
Manulife June 2011 - September 2012
Skills
Customer Service, Time Management, Sales, Microsoft Office, Team Leadership, Teamwork, Microsoft Excel, Leadership, Customer Experience, Data Analysis, Customer Satisfaction, Management, Account Management, Training, Strategy, Mobile Devices, Customer Retention, Financial Services
Education
Ryerson University 2007 — 2011
Bachelor of Arts (B.A.), International Economics and Finance
Manulife Asset Management June 2015 - Present
Manulife Financial August 2013 - May 2015
Manulife Financial September 2012 - August 2013
Best Buy June 2007 - August 2013
Manulife June 2011 - September 2012
Skills
Customer Service, Time Management, Sales, Microsoft Office, Team Leadership, Teamwork, Microsoft Excel, Leadership, Customer Experience, Data Analysis, Customer Satisfaction, Management, Account Management, Training, Strategy, Mobile Devices, Customer Retention, Financial Services
Education
Ryerson University 2007 — 2011
Bachelor of Arts (B.A.), International Economics and Finance
Mark Brault, Eng., M. Eng., PMP Mark Brault, Eng., M. Eng., PMP's Manulife Asset Management Experience February 2015 - April 2015
Job Director, Head of Montreal Information Services, Investment Division Global Services at Manulife
Industry Information Technology and Services
Experience
Manulife April 2015 - Present
Manulife Asset Management February 2015 - April 2015
Standard Life Investments November 2012 - January 2015
TD Insurance July 2011 - November 2012
TD Insurance June 2009 - July 2011
CAE July 2007 - June 2009
Motorola February 2005 - July 2007
Gameloft January 2004 - February 2005
Skills
Project Management, MS Project, Agile Project Management, Agile Methodologies, Scrum, Windows software..., Microsoft .NET, Software Engineering, Engineering Management, .NET, Software Development, Portfolio Management, Program Management, Change Management, Software Project..., Quality Assurance, Requirements Analysis, SOA, PMO, Test Driven Development, SDLC, Integration, Management, Project Planning, Web Applications, Team Leadership, Testing, PMP, Microsoft Project
Education
Université de Sherbrooke 2009 — 2014
Master of Engineering, Engineering Management, M. Eng
Université de Montréal - Ecole polytechnique de Montréal 1998 — 2003
Bachelor of Engineering, Software Engineering, B. Eng
Manulife April 2015 - Present
Manulife Asset Management February 2015 - April 2015
Standard Life Investments November 2012 - January 2015
TD Insurance July 2011 - November 2012
TD Insurance June 2009 - July 2011
CAE July 2007 - June 2009
Motorola February 2005 - July 2007
Gameloft January 2004 - February 2005
Skills
Project Management, MS Project, Agile Project Management, Agile Methodologies, Scrum, Windows software..., Microsoft .NET, Software Engineering, Engineering Management, .NET, Software Development, Portfolio Management, Program Management, Change Management, Software Project..., Quality Assurance, Requirements Analysis, SOA, PMO, Test Driven Development, SDLC, Integration, Management, Project Planning, Web Applications, Team Leadership, Testing, PMP, Microsoft Project
Education
Université de Sherbrooke 2009 — 2014
Master of Engineering, Engineering Management, M. Eng
Université de Montréal - Ecole polytechnique de Montréal 1998 — 2003
Bachelor of Engineering, Software Engineering, B. Eng
Preston Galarneau, Jr. Preston Galarneau, Jr.'s Manulife Asset Management Experience February 2014 - Present
Job
Industry Information Technology and Services
Experience
Manulife Asset Management February 2014 - Present
ONdemand Communications Group Inc July 2009 - December 2013
Town of Boxford, MA May 2009 - May 2012
BraveLine Technology February 2004 - August 2008
Darwin Partners 2001 - 2003
First Union Securities 1998 - 2000
Janney Montgomery Scott 1996 - 1998
Merrill Lynch 1989 - 1996
Education
Rutgers University-New Brunswick 1985 — 1989
BA
Manulife Asset Management February 2014 - Present
ONdemand Communications Group Inc July 2009 - December 2013
Town of Boxford, MA May 2009 - May 2012
BraveLine Technology February 2004 - August 2008
Darwin Partners 2001 - 2003
First Union Securities 1998 - 2000
Janney Montgomery Scott 1996 - 1998
Merrill Lynch 1989 - 1996
Education
Rutgers University-New Brunswick 1985 — 1989
BA
Michael Bokoff, CFA Michael Bokoff, CFA's Manulife Asset Management Experience January 2015 - Present
Job Associate Investment Analyst at Manulife Asset Management
Industry Investment Management
Experience
Manulife Asset Management January 2015 - Present
Dowling & Partners December 2011 - April 2014
Keefe, Bruyette & Woods June 2010 - October 2011
University of Connecticut Student Managed Fund September 2009 - May 2010
Westfield Capital Management June 2009 - August 2009
Fiduciary Investment Advisors, LLC May 2008 - January 2009
Skills
Mutual Funds, Financial Modeling, Portfolio Management, Equity Research, Investments, Finance, Economics, Valuation, Equities, Hedge Funds, Financial Analysis, Series 7, Series 63, Insurance, Financial Markets
Education
The University of Connecticut School of Business 2006 — 2010
B.S./B.A., Finance/Economics Dual Degree
University of Connecticut
Manulife Asset Management January 2015 - Present
Dowling & Partners December 2011 - April 2014
Keefe, Bruyette & Woods June 2010 - October 2011
University of Connecticut Student Managed Fund September 2009 - May 2010
Westfield Capital Management June 2009 - August 2009
Fiduciary Investment Advisors, LLC May 2008 - January 2009
Skills
Mutual Funds, Financial Modeling, Portfolio Management, Equity Research, Investments, Finance, Economics, Valuation, Equities, Hedge Funds, Financial Analysis, Series 7, Series 63, Insurance, Financial Markets
Education
The University of Connecticut School of Business 2006 — 2010
B.S./B.A., Finance/Economics Dual Degree
University of Connecticut
Christopher Arbuthnot Christopher Arbuthnot's Manulife Asset Management Experience November 2010 - February 2014
Job Portfolio Manager at Kennebec Global LLC
Industry Investment Management
Experience
Kennebec Global LLC March 2014 - Present
Manulife Asset Management November 2010 - February 2014
Manulife Asset Management April 2008 - November 2010
Manulife Asset Management August 2006 - April 2008
Wachovia Securities June 2002 - June 2004
Wachovia Securities May 2000 - 2002
Middlebury Venture Partners October 1998 - May 2000
Skills
Portfolio Management, Equities, Equity Research, Investment Management
Education
Kellogg School of Management 2004 — 2006
Master of Business Administration (MBA), Finance and Marketing
University of Rochester 1994 — 1998
Bachelor of Arts (B.A.), Economics
St. George's School
Diploma
Kennebec Global LLC March 2014 - Present
Manulife Asset Management November 2010 - February 2014
Manulife Asset Management April 2008 - November 2010
Manulife Asset Management August 2006 - April 2008
Wachovia Securities June 2002 - June 2004
Wachovia Securities May 2000 - 2002
Middlebury Venture Partners October 1998 - May 2000
Skills
Portfolio Management, Equities, Equity Research, Investment Management
Education
Kellogg School of Management 2004 — 2006
Master of Business Administration (MBA), Finance and Marketing
University of Rochester 1994 — 1998
Bachelor of Arts (B.A.), Economics
St. George's School
Diploma
Qinzhi Wang Qinzhi Wang's Manulife Asset Management Experience October 2014 - Present
Job Manager, Implementations at Manulife Asset Management
Industry Financial Services
Experience
Manulife Asset Management October 2014 - Present
Manulife Financial May 2014 - October 2014
Air Canada February 2008 - February 2013
State Street April 2007 - February 2008
State Street September 2006 - April 2007
Skills
Strategy, Analysis, Business Intelligence, Competitive Analysis, VBA, Process Improvement, Management, Investments
Education
The University of Western Ontario - Richard Ivey School of Business 2013 — 2014
Master of Business Administration (M.B.A.)
Queen's University 2002 — 2006
Bachelor of Arts (B.A.)
Manulife Asset Management October 2014 - Present
Manulife Financial May 2014 - October 2014
Air Canada February 2008 - February 2013
State Street April 2007 - February 2008
State Street September 2006 - April 2007
Skills
Strategy, Analysis, Business Intelligence, Competitive Analysis, VBA, Process Improvement, Management, Investments
Education
The University of Western Ontario - Richard Ivey School of Business 2013 — 2014
Master of Business Administration (M.B.A.)
Queen's University 2002 — 2006
Bachelor of Arts (B.A.)
Jane Tsai's Manulife Asset Management Experience January 2014 - September 2014
Job Executive Assistant at Forrester Research
Industry Research
Experience
Forrester Research July 2015 - Present
Beth Israel Deaconess Medical Center September 2014 - June 2015
Manulife Asset Management January 2014 - September 2014
John Hancock June 2008 - January 2014
Old Mutual Asset Management October 2006 - June 2008
Melick, Porter & Shea, LLP February 2006 - October 2006
Zwicker & Associates, P.C. June 2003 - February 2006
Skills
Outlook, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Research, Administrative..., Travel Arrangements, Customer Service, Lotus Notes
Education
Salem State University 2000 — 2003
Bachelor of Science (BS)
Forrester Research July 2015 - Present
Beth Israel Deaconess Medical Center September 2014 - June 2015
Manulife Asset Management January 2014 - September 2014
John Hancock June 2008 - January 2014
Old Mutual Asset Management October 2006 - June 2008
Melick, Porter & Shea, LLP February 2006 - October 2006
Zwicker & Associates, P.C. June 2003 - February 2006
Skills
Outlook, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Research, Administrative..., Travel Arrangements, Customer Service, Lotus Notes
Education
Salem State University 2000 — 2003
Bachelor of Science (BS)
Matthew N Murphy, CFA Matthew N Murphy, CFA's Manulife Asset Management Experience December 2010 - Present
Job Director, Senior Investment Analyst at Manulife Asset Management
Industry Investment Management
Experience
Manulife Asset Management December 2010 - Present
Manulife Asset Management May 2009 - March 2010
John Hancock Investments May 2006 - May 2009
John Hancock Financial Services April 2005 - May 2006
John Hancock Financial Services October 2002 - April 2005
Skills
Bloomberg, Asset Allocation, Alternative Investments, Mutual Funds, Investment Strategies, Fixed Income, Equities, Asset Managment, Investments, Portfolio Management, Equity Research, Derivatives, Valuation, Financial Modeling, Morningstar, Capital Markets, Investment Management, Quantitative Analytics, Asset Management
Education
University of Michigan 1998 — 2002
Bachelors, Economics
Manulife Asset Management December 2010 - Present
Manulife Asset Management May 2009 - March 2010
John Hancock Investments May 2006 - May 2009
John Hancock Financial Services April 2005 - May 2006
John Hancock Financial Services October 2002 - April 2005
Skills
Bloomberg, Asset Allocation, Alternative Investments, Mutual Funds, Investment Strategies, Fixed Income, Equities, Asset Managment, Investments, Portfolio Management, Equity Research, Derivatives, Valuation, Financial Modeling, Morningstar, Capital Markets, Investment Management, Quantitative Analytics, Asset Management
Education
University of Michigan 1998 — 2002
Bachelors, Economics
Sarah Richard's Manulife Asset Management Experience February 2012 - March 2013
Job Director, Operations at Social Change Rewards
Industry Health, Wellness and Fitness
Experience
Social Change Rewards April 2015 - Present
Manulife Financial March 2013 - February 2014
Manulife Asset Management February 2012 - March 2013
Manulife Asset Management August 2010 - February 2012
Education
Ivey Business School at Western University 2014 — 2015
Master of Business Administration (MBA), Dean's Honour List
McGill University 2006 — 2010
Bachelor of Science, Physiology
Social Change Rewards April 2015 - Present
Manulife Financial March 2013 - February 2014
Manulife Asset Management February 2012 - March 2013
Manulife Asset Management August 2010 - February 2012
Education
Ivey Business School at Western University 2014 — 2015
Master of Business Administration (MBA), Dean's Honour List
McGill University 2006 — 2010
Bachelor of Science, Physiology
Arjeta Ndreko's Manulife Asset Management Experience October 2013 - Present
Job Investment Compliance Analyst at Manulife Asset Management
Industry Financial Services
Experience
Manulife Asset Management October 2013 - Present
State Street Bank June 2011 - October 2013
Skills
Financial Services, Analysis, Accounting, Bloomberg, Securities, Microsoft Excel, Mutual Funds, Financial Analysis
Education
Northeastern University 2014 — 2018
Master of Business Administration (MBA)
Suffolk University 2007 — 2011
Bachelor of Business Administration (BBA), Cum Laude, Finance, Economics
Manulife Asset Management October 2013 - Present
State Street Bank June 2011 - October 2013
Skills
Financial Services, Analysis, Accounting, Bloomberg, Securities, Microsoft Excel, Mutual Funds, Financial Analysis
Education
Northeastern University 2014 — 2018
Master of Business Administration (MBA)
Suffolk University 2007 — 2011
Bachelor of Business Administration (BBA), Cum Laude, Finance, Economics
Mindy Perry, CFA CPA Mindy Perry, CFA CPA's Manulife Asset Management Experience January 2005 - Present
Job Portfolio Manager at Manulife Asset Management
Industry Investment Management
Experience
Manulife Asset Management January 2005 - Present
Atlantic Trust June 2000 - November 2002
Skills
Equity Research, Equities, Portfolio Management, Emerging Markets, Mutual Funds
Education
Massachusetts Institute of Technology - Sloan School of Management 1998 — 2000
MBA, Finance
Manulife Asset Management January 2005 - Present
Atlantic Trust June 2000 - November 2002
Skills
Equity Research, Equities, Portfolio Management, Emerging Markets, Mutual Funds
Education
Massachusetts Institute of Technology - Sloan School of Management 1998 — 2000
MBA, Finance
Avyanna De Biswas Avyanna De Biswas's Manulife Asset Management Experience April 2014 - Present
Job Director at Manulife Asset Management Private Markets
Industry Investment Management
Experience
Manulife Asset Management April 2014 - Present
John Hancock Financial Services March 2013 - April 2014
Barclays Capital January 2007 - June 2012
KPMG UK September 2005 - December 2006
Department for International Development June 2003 - August 2003
Centre for MicroFinance April 2001 - June 2001
London Stock Exchange August 2000 - January 2001
Skills
Capital Markets, Interest Rate..., Fixed Income, Market Risk, Investment Banking, Risk Management, Structured Products, Financial Modeling, Management Consulting, Bloomberg, Financial Markets, FX Options, Sales, Marketing, Hedging, Rates, Options, Manage Client..., Salesforce.com
Education
University College London, U. of London 2001 — 2005
Bachelor of Science (B.Sc.), Economics
Manulife Asset Management April 2014 - Present
John Hancock Financial Services March 2013 - April 2014
Barclays Capital January 2007 - June 2012
KPMG UK September 2005 - December 2006
Department for International Development June 2003 - August 2003
Centre for MicroFinance April 2001 - June 2001
London Stock Exchange August 2000 - January 2001
Skills
Capital Markets, Interest Rate..., Fixed Income, Market Risk, Investment Banking, Risk Management, Structured Products, Financial Modeling, Management Consulting, Bloomberg, Financial Markets, FX Options, Sales, Marketing, Hedging, Rates, Options, Manage Client..., Salesforce.com
Education
University College London, U. of London 2001 — 2005
Bachelor of Science (B.Sc.), Economics
Robert Rock Robert Rock's Manulife Asset Management Experience December 2014 - Present
Job Managing Director Senior Credit Analyst (Telecom/Media/Technology/Services)
Industry Financial Services
Experience
Manulife Asset Management December 2014 - Present
Manulife Asset Management December 2010 - Present
Manulife Asset Management (DBA John Hancock Asset Management) September 1998 - December 2010
Winstar Communications 1997 - 1998
Verizon 1994 - 1997
Education
Pace University - Lubin School of Business 1993 — 1994
M.S., Accounting
Pace University - Lubin School of Business 1983 — 1985
MBA, Corporate Finance & Banking
Le Moyne College 1978 — 1982
Manulife Asset Management December 2014 - Present
Manulife Asset Management December 2010 - Present
Manulife Asset Management (DBA John Hancock Asset Management) September 1998 - December 2010
Winstar Communications 1997 - 1998
Verizon 1994 - 1997
Education
Pace University - Lubin School of Business 1993 — 1994
M.S., Accounting
Pace University - Lubin School of Business 1983 — 1985
MBA, Corporate Finance & Banking
Le Moyne College 1978 — 1982
Jeff Kruchak Jeff Kruchak's Manulife Asset Management Experience April 2012 - Present
Job Director at Manulife Asset Management
Industry Financial Services
Experience
Manulife Asset Management April 2012 - Present
State Street 2009 - 2012
State Street 2007 - 2009
State Street 2005 - 2007
State Street 2003 - 2005
State Street 2001 - 2003
Education
Laurentian University/Université Laurentienne 1997 — 2001
BA (Hon)
Simon Fraser University 1995 — 1996
Manulife Asset Management April 2012 - Present
State Street 2009 - 2012
State Street 2007 - 2009
State Street 2005 - 2007
State Street 2003 - 2005
State Street 2001 - 2003
Education
Laurentian University/Université Laurentienne 1997 — 2001
BA (Hon)
Simon Fraser University 1995 — 1996
Jennifer Rowe Jennifer Rowe's Manulife Asset Management Experience January 2010 - October 2012
Job Senior Vice President and Chief Marketing Officer at Meridian Credit Union
Industry Financial Services
Experience
Meridian Credit Union October 2012 - Present
Manulife Asset Management January 2010 - October 2012
Manulife Financial May 2007 - January 2010
Manulife Financial February 2005 - May 2007
Manulife Financial January 2004 - February 2005
BMO Financial Group April 2000 - December 2003
Manulife Financial April 1991 - April 2000
Skills
Marketing, Strategic Communications, Management, Corporate Communications, Business Development, Product Development, Strategic Thinking, Business Analysis, Project Management, Financial Services, Business Relationship..., Strategy, Media Relations, Risk Management, Segmentation, Leadership, Marketing Communications, Internal Communications, Employee Engagement, Reputation Management, Public Relations, Marketing Strategy, Strategic Planning, Direct Marketing, Integrated Marketing, Business Strategy, Crisis Communications, Change Management, Mutual Funds, Critical Thinking, Communication Training, Team Leadership
Education
McMaster University
B Comm
Meridian Credit Union October 2012 - Present
Manulife Asset Management January 2010 - October 2012
Manulife Financial May 2007 - January 2010
Manulife Financial February 2005 - May 2007
Manulife Financial January 2004 - February 2005
BMO Financial Group April 2000 - December 2003
Manulife Financial April 1991 - April 2000
Skills
Marketing, Strategic Communications, Management, Corporate Communications, Business Development, Product Development, Strategic Thinking, Business Analysis, Project Management, Financial Services, Business Relationship..., Strategy, Media Relations, Risk Management, Segmentation, Leadership, Marketing Communications, Internal Communications, Employee Engagement, Reputation Management, Public Relations, Marketing Strategy, Strategic Planning, Direct Marketing, Integrated Marketing, Business Strategy, Crisis Communications, Change Management, Mutual Funds, Critical Thinking, Communication Training, Team Leadership
Education
McMaster University
B Comm
Oscar Francis Oscar Francis's Manulife Asset Management Experience May 2015 - Present
Job Internal Wholesaler at Manulife Asset Management
Industry Financial Services
Experience
Manulife Asset Management May 2015 - Present
Standard Life September 2014 - May 2015
BMO Financial Group - Global Asset Management December 2013 - August 2014
Matrix Asset Management November 2009 - June 2013
Mavrix Fund Management 2005 - 2009
Skills
Mutual Funds, Equities, Asset Managment, Investments, Portfolio Management, Finance, Financial Services, Investment Strategies, Securities, Asset Management, Bloomberg, Alternative Investments, Relationship Management, Wealth Management, Capital Markets, Hedge Funds, Financial Analysis, Investment Advisory
Education
McMaster University 1999 — 2003
B. Comm (Hon), Commerce
Manulife Asset Management May 2015 - Present
Standard Life September 2014 - May 2015
BMO Financial Group - Global Asset Management December 2013 - August 2014
Matrix Asset Management November 2009 - June 2013
Mavrix Fund Management 2005 - 2009
Skills
Mutual Funds, Equities, Asset Managment, Investments, Portfolio Management, Finance, Financial Services, Investment Strategies, Securities, Asset Management, Bloomberg, Alternative Investments, Relationship Management, Wealth Management, Capital Markets, Hedge Funds, Financial Analysis, Investment Advisory
Education
McMaster University 1999 — 2003
B. Comm (Hon), Commerce
Scott Warlow Scott Warlow's Manulife Asset Management Experience October 2002 - December 2011
Job Manager, Portfolio Construction and Research
Industry Investment Management
Experience
Canada Pension Plan Investment Board December 2011 - Present
Schulich School of Business September 1999 - July 2015
Manulife Asset Management October 2002 - December 2011
Education
York University - Schulich School of Business 1997 — 2001
A.B.D., Finance, GPA 7.4/9 (equivalent to 3.82/4)
Institute for Computer Studies 1995 — 1995
Diploma, Computer Programming and Systems Analysis, GPA 3.92/4
University of Toronto 1987 — 1993
Ph.D., Mathematical Physics, GPA 3.89/4
University of Toronto 1985 — 1987
M.Sc., Applied Mathematics
University of Guelph 1982 — 1985
Honours B.Sc., Theoretical Physics, GPA 3.91/4
Canada Pension Plan Investment Board December 2011 - Present
Schulich School of Business September 1999 - July 2015
Manulife Asset Management October 2002 - December 2011
Education
York University - Schulich School of Business 1997 — 2001
A.B.D., Finance, GPA 7.4/9 (equivalent to 3.82/4)
Institute for Computer Studies 1995 — 1995
Diploma, Computer Programming and Systems Analysis, GPA 3.92/4
University of Toronto 1987 — 1993
Ph.D., Mathematical Physics, GPA 3.89/4
University of Toronto 1985 — 1987
M.Sc., Applied Mathematics
University of Guelph 1982 — 1985
Honours B.Sc., Theoretical Physics, GPA 3.91/4
Jessica Latino Vanderlaan Jessica Latino Vanderlaan's Manulife Asset Management Experience February 2013 - May 2013
Job Master of Education in Elementary Education and Creative Arts in Learning candidate
Industry Marketing and Advertising
Experience
BELL (Building Educated Leaders for Life) July 2015 - August 2015
Lincoln Elementary School February 2015 - June 2015
Craft Brewers Guild of Boston May 2013 - January 2015
Manulife Asset Management February 2013 - May 2013
MNI/Time Inc. January 2012 - July 2012
MNI/Time Inc. January 2011 - December 2011
MNI/Time Inc. September 2009 - January 2011
Union College August 2008 - June 2009
Markit June 2008 - August 2008
Ziff Davis Enterprise June 2007 - August 2007
Skills
Department Budgeting, Vendor Management Skills, Brand Awareness, Product Launch, Internal & External..., Project Management, Intranet, Events Coordination, Invoicing, Salesforce.com, Database Management, Inventory Management, Targeted Advertising, Integrated Marketing, Market Research, Sales, Online Advertising
Education
Lesley University 2014 — 2016
Elementary Education and Creative Arts in Learning
Union College 2005 — 2009
BA, Classics, Philosophy
BELL (Building Educated Leaders for Life) July 2015 - August 2015
Lincoln Elementary School February 2015 - June 2015
Craft Brewers Guild of Boston May 2013 - January 2015
Manulife Asset Management February 2013 - May 2013
MNI/Time Inc. January 2012 - July 2012
MNI/Time Inc. January 2011 - December 2011
MNI/Time Inc. September 2009 - January 2011
Union College August 2008 - June 2009
Markit June 2008 - August 2008
Ziff Davis Enterprise June 2007 - August 2007
Skills
Department Budgeting, Vendor Management Skills, Brand Awareness, Product Launch, Internal & External..., Project Management, Intranet, Events Coordination, Invoicing, Salesforce.com, Database Management, Inventory Management, Targeted Advertising, Integrated Marketing, Market Research, Sales, Online Advertising
Education
Lesley University 2014 — 2016
Elementary Education and Creative Arts in Learning
Union College 2005 — 2009
BA, Classics, Philosophy
Michael Ahern Michael Ahern's Manulife Asset Management Experience February 2015 - Present
Job Institutional Sales Associate at Manulife Asset Management
Industry Financial Services
Experience
Manulife Asset Management February 2015 - Present
John Hancock Investments September 2013 - February 2015
John Hancock Financial Services September 2011 - September 2013
Time Warner Cable July 2010 - September 2011
Time Warner Cable May 2009 - August 2009
Fidelity Investments May 2008 - July 2008
Skills
Financial Reporting, Forecasting, Finance, Strategic Financial..., Mutual Funds
Education
Providence College 2006 — 2010
Bachelor of Science, Finance, Accounting (minor)
Andover High School 2002 — 2006
Manulife Asset Management February 2015 - Present
John Hancock Investments September 2013 - February 2015
John Hancock Financial Services September 2011 - September 2013
Time Warner Cable July 2010 - September 2011
Time Warner Cable May 2009 - August 2009
Fidelity Investments May 2008 - July 2008
Skills
Financial Reporting, Forecasting, Finance, Strategic Financial..., Mutual Funds
Education
Providence College 2006 — 2010
Bachelor of Science, Finance, Accounting (minor)
Andover High School 2002 — 2006
Lee Aaron Cruz's Manulife Asset Management Experience January 2012 - May 2012
Job Associate, Investment Services at NYL Investors
Industry Investment Management
Experience
NYL Investors August 2012 - Present
Manulife Asset Management January 2012 - May 2012
John Hancock Life Insurance Company (U.S.A.) July 2011 - January 2012
Manulife Asset Management July 2010 - July 2011
State Street Global Advisors June 2009 - January 2010
Education
Northeastern University 2007 — 2012
Bachelor of Science
Brewster High School
NYL Investors August 2012 - Present
Manulife Asset Management January 2012 - May 2012
John Hancock Life Insurance Company (U.S.A.) July 2011 - January 2012
Manulife Asset Management July 2010 - July 2011
State Street Global Advisors June 2009 - January 2010
Education
Northeastern University 2007 — 2012
Bachelor of Science
Brewster High School
Bill Currier's Manulife Asset Management Experience December 2009 - April 2013
Job VP at LPL Financial
Industry Financial Services
Experience
Manulife Asset Management December 2009 - April 2013
Fidelity Investments July 2006 - December 2008
Wachovia Securities June 2000 - April 2006
Fidelity Investments June 1998 - June 2000
Western Asset Management Company July 1991 - September 1997
Harborview Systems June 1985 - July 1991
Skills
Fixed Income, Vendor Management, Business Analysis, Project Management, Mutual Funds, Integration, Investments, Analysis, Management, Team Management, Trading, Investment Management, Risk Management, SDLC, Leadership, IT Strategy, Software Project..., Financial Services, Requirements Analysis, Program Management, IT Management, Process Improvement, Visio, Relationship Management, Requirements Gathering, Project Portfolio..., Disaster Recovery, PMO, Software Development, Trading Systems, Equities, Market Data, Information Technology, Securities, Governance, Outsourcing, Asset Management, Enterprise Architecture, Data Warehousing, Cross-functional Team..., Analytics, Enterprise Software, Business Intelligence, Portfolio Management, Consulting
Education
Northeastern University
BS, Business Administration and Transportation Management
Manulife Asset Management December 2009 - April 2013
Fidelity Investments July 2006 - December 2008
Wachovia Securities June 2000 - April 2006
Fidelity Investments June 1998 - June 2000
Western Asset Management Company July 1991 - September 1997
Harborview Systems June 1985 - July 1991
Skills
Fixed Income, Vendor Management, Business Analysis, Project Management, Mutual Funds, Integration, Investments, Analysis, Management, Team Management, Trading, Investment Management, Risk Management, SDLC, Leadership, IT Strategy, Software Project..., Financial Services, Requirements Analysis, Program Management, IT Management, Process Improvement, Visio, Relationship Management, Requirements Gathering, Project Portfolio..., Disaster Recovery, PMO, Software Development, Trading Systems, Equities, Market Data, Information Technology, Securities, Governance, Outsourcing, Asset Management, Enterprise Architecture, Data Warehousing, Cross-functional Team..., Analytics, Enterprise Software, Business Intelligence, Portfolio Management, Consulting
Education
Northeastern University
BS, Business Administration and Transportation Management
Jean-Michel Bélanger Jean-Michel Bélanger's Manulife Asset Management Experience February 2015 - Present
Job Viceprésident, Service à la clientèle / Vice President, Client Services chez Manulife Asset Management
Industry Financial Services
Experience
Manulife Asset Management February 2015 - Present
Standard Life Investments August 2013 - January 2015
Standard Life June 2009 - August 2013
Optimum Actuaires & Conseillers inc January 2006 - June 2009
Skills
Retirement, Defined Benefit, Actuarial Science, Pensions, Investments, Mutual Funds, Retirement Planning, Asset Managment, Wealth Management, Portfolio Management, ALM, Financial Risk, Gestion des risques, Avantages sociaux, Gestion de portefeuilles, Stratégie..., Investissements
Education
2002 — 2005
Baccalauréat, Actuariat
Séminaire St-François 1993 — 1998
Manulife Asset Management February 2015 - Present
Standard Life Investments August 2013 - January 2015
Standard Life June 2009 - August 2013
Optimum Actuaires & Conseillers inc January 2006 - June 2009
Skills
Retirement, Defined Benefit, Actuarial Science, Pensions, Investments, Mutual Funds, Retirement Planning, Asset Managment, Wealth Management, Portfolio Management, ALM, Financial Risk, Gestion des risques, Avantages sociaux, Gestion de portefeuilles, Stratégie..., Investissements
Education
2002 — 2005
Baccalauréat, Actuariat
Séminaire St-François 1993 — 1998
Brent Bottamini's Manulife Asset Management Experience July 2012 - Present
Job Portfolio Manager, Managing Director (EM Fixed Income) at Manulife Asset Management
Industry Financial Services
Experience
Manulife Asset Management July 2012 - Present
University of Massachusetts Amherst Foundation June 2012 - Present
Cignifi Inc. July 2010 - Present
Manulife Asset Management July 2011 - July 2012
Fidelity Investments July 1998 - May 2010
Skills
Equities, Asset Management, Bonds, Fixed Income, Portfolios, Portfolio Management, Emerging Markets, Equity Research, Valuation, Financial Modeling, High Yield, Fundamental Research
Education
University of Massachusetts at Amherst - Isenberg School of Management 1994 — 1998
Bachelor of Business Administration (B.B.A.), Finance, General
Manulife Asset Management July 2012 - Present
University of Massachusetts Amherst Foundation June 2012 - Present
Cignifi Inc. July 2010 - Present
Manulife Asset Management July 2011 - July 2012
Fidelity Investments July 1998 - May 2010
Skills
Equities, Asset Management, Bonds, Fixed Income, Portfolios, Portfolio Management, Emerging Markets, Equity Research, Valuation, Financial Modeling, High Yield, Fundamental Research
Education
University of Massachusetts at Amherst - Isenberg School of Management 1994 — 1998
Bachelor of Business Administration (B.B.A.), Finance, General
Reid Kilberg Reid Kilberg's Manulife Asset Management Experience 2008 - Present
Job Managing Director at Manulife Asset Management
Industry Investment Management
Experience
Manulife Asset Management 2008 - Present
Sit Investment Associates 2005 - 2008
Peregrine Capital Management 2002 - 2005
Compass Capital Mgmt 1999 - 2002
Investment Advisors, Inc (IAI) 1992 - 1999
Skills
Institutional Sales, Asset Management, Investments, Fixed Income, Asset Allocation, Investment Management, Persuasive Presentations, Investment Strategies
Education
St. Olaf College 1988 — 1992
BA, Political Science, Social Studies Education
Manulife Asset Management 2008 - Present
Sit Investment Associates 2005 - 2008
Peregrine Capital Management 2002 - 2005
Compass Capital Mgmt 1999 - 2002
Investment Advisors, Inc (IAI) 1992 - 1999
Skills
Institutional Sales, Asset Management, Investments, Fixed Income, Asset Allocation, Investment Management, Persuasive Presentations, Investment Strategies
Education
St. Olaf College 1988 — 1992
BA, Political Science, Social Studies Education
Carlo Desierto Carlo Desierto's Manulife Asset Management Experience May 2013 - Present
Job Director Global Product and Research at Manulife Asset Management, Private Markets
Industry Investment Management
Experience
Manulife Asset Management May 2013 - Present
Skills
Emerging Markets, Private Equity, Hedge Funds, Investment Strategies, Asset Managment, Mutual Funds, Capital Markets, Equities, Fixed Income, Alternative Investments, Portfolio Management, Debt, Investments, Derivatives, Equity Research, Asset Management, Commodity, Securities, Financial Services, Investment Management, Due Diligence
Education
University of London
MSc Finance
University of Victoria
BA, Economics
Manulife Asset Management May 2013 - Present
Skills
Emerging Markets, Private Equity, Hedge Funds, Investment Strategies, Asset Managment, Mutual Funds, Capital Markets, Equities, Fixed Income, Alternative Investments, Portfolio Management, Debt, Investments, Derivatives, Equity Research, Asset Management, Commodity, Securities, Financial Services, Investment Management, Due Diligence
Education
University of London
MSc Finance
University of Victoria
BA, Economics
Kai Shao's Manulife Asset Management Experience September 2011 - January 2012
Job MBA Candidate at MIT Sloan School of Management
Industry Venture Capital & Private Equity
Experience
GSR Ventures January 2013 - December 2014
Manulife Financial September 2012 - January 2013
Manulife Asset Management September 2011 - January 2012
Manulife Financial January 2011 - April 2011
Manulife Financial May 2010 - August 2010
Research In Motion September 2009 - January 2010
Xtreme Labs Inc. January 2009 - April 2009
Skills
Bloomberg, Derivatives, Options, Equities, VBA, Quantitative Analytics, Fixed Income, Quantitative Finance, Statistical Modeling, Programming, Entrepreneurship, Venture Capital, Private Equity, Shale Gas, Mutual Funds, Financial Modeling, Valuation, Equity Valuation, Alternative Investments, Matlab, Market Risk, Analysis, Equity Research
Education
Massachusetts Institute of Technology - Sloan School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
University of Waterloo 2008 — 2012
BMath, Actuarial Science and Computer Science, GPA 3.9/4.0
High School Affiliated to NanJing Normal University 2004 — 2007
GSR Ventures January 2013 - December 2014
Manulife Financial September 2012 - January 2013
Manulife Asset Management September 2011 - January 2012
Manulife Financial January 2011 - April 2011
Manulife Financial May 2010 - August 2010
Research In Motion September 2009 - January 2010
Xtreme Labs Inc. January 2009 - April 2009
Skills
Bloomberg, Derivatives, Options, Equities, VBA, Quantitative Analytics, Fixed Income, Quantitative Finance, Statistical Modeling, Programming, Entrepreneurship, Venture Capital, Private Equity, Shale Gas, Mutual Funds, Financial Modeling, Valuation, Equity Valuation, Alternative Investments, Matlab, Market Risk, Analysis, Equity Research
Education
Massachusetts Institute of Technology - Sloan School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
University of Waterloo 2008 — 2012
BMath, Actuarial Science and Computer Science, GPA 3.9/4.0
High School Affiliated to NanJing Normal University 2004 — 2007
Holly Cloutier Holly Cloutier's Manulife Asset Management Experience July 2015 - Present
Job Sales Assistant at Manulife Asset Management
Industry Investment Management
Experience
Manulife Asset Management July 2015 - Present
F-Squared Investments October 2012 - July 2015
Hult International Business School November 2011 - June 2012
TD November 2010 - June 2011
Lyons Group November 2009 - June 2010
Education
Newbury College 2006 — 2010
Corporate Communications
Manulife Asset Management July 2015 - Present
F-Squared Investments October 2012 - July 2015
Hult International Business School November 2011 - June 2012
TD November 2010 - June 2011
Lyons Group November 2009 - June 2010
Education
Newbury College 2006 — 2010
Corporate Communications
Michael Hailey's Manulife Asset Management Experience March 2015 - Present
Job
Industry Financial Services
Experience
Manulife Asset Management March 2015 - Present
Skills
Proposal Writing, retirement marketing, Corporate Communications, Financial Services, Editing, Proofreading, Pragmetec Software, Copywriting, Photography
Education
North Carolina Agricultural and Technical State University
BA English minor in Journalism
Manulife Asset Management March 2015 - Present
Skills
Proposal Writing, retirement marketing, Corporate Communications, Financial Services, Editing, Proofreading, Pragmetec Software, Copywriting, Photography
Education
North Carolina Agricultural and Technical State University
BA English minor in Journalism
Michael Toomey's Manulife Asset Management Experience April 2009 - April 2013
Job Managing Director at IMP Consulting
Industry Financial Services
Experience
IMP Consulting September 2015 - Present
PriceWaterhouseCoopers June 2014 - June 2015
Manulife Asset Management April 2009 - April 2013
ManuLife Financial \ John Hancock March 2006 - March 2009
John Hancock Mutual Life Insurance 1996 - 2004
Skills
Derivatives, Financial Services, Mutual Funds, Securities, Fixed Income, Business Analysis, Equities, Asset Management, Portfolio Management, Risk Management, Investments, Asset Managment, Bloomberg, Investment Management, Trading Systems, Capital Markets, Financial Markets, Vendor Management
Education
Suffolk University - Sawyer Business School 1986 — 1989
MBA, Finance
Saint Anselm College 1980 — 1984
Political Science
IMP Consulting September 2015 - Present
PriceWaterhouseCoopers June 2014 - June 2015
Manulife Asset Management April 2009 - April 2013
ManuLife Financial \ John Hancock March 2006 - March 2009
John Hancock Mutual Life Insurance 1996 - 2004
Skills
Derivatives, Financial Services, Mutual Funds, Securities, Fixed Income, Business Analysis, Equities, Asset Management, Portfolio Management, Risk Management, Investments, Asset Managment, Bloomberg, Investment Management, Trading Systems, Capital Markets, Financial Markets, Vendor Management
Education
Suffolk University - Sawyer Business School 1986 — 1989
MBA, Finance
Saint Anselm College 1980 — 1984
Political Science
Trish Klawitter's Manulife Asset Management Experience July 2015 - Present
Job Managing Director, Fixed Income Portfolio Specialist at Manulife Asset Management
Industry Investment Management
Experience
Manulife Asset Management July 2015 - Present
Baird Advisors April 2014 - June 2015
PIMCO 2008 - April 2014
Nuveen Investments 1999 - 2008
Skills
Alternative Investments, Separately Managed..., Series 7, Asset Management, Fixed Income, Mutual Funds, Investment Management, Asset Allocation, Bonds, Investment Strategies, Securities, Equities, ETFs, Hedge Funds, Series 63
Education
University of Notre Dame 2013 — 2014
Master of Business Administration (MBA)
University of Notre Dame
Bachelor of Arts (B.A.)
Manulife Asset Management July 2015 - Present
Baird Advisors April 2014 - June 2015
PIMCO 2008 - April 2014
Nuveen Investments 1999 - 2008
Skills
Alternative Investments, Separately Managed..., Series 7, Asset Management, Fixed Income, Mutual Funds, Investment Management, Asset Allocation, Bonds, Investment Strategies, Securities, Equities, ETFs, Hedge Funds, Series 63
Education
University of Notre Dame 2013 — 2014
Master of Business Administration (MBA)
University of Notre Dame
Bachelor of Arts (B.A.)
Nils Hegstad, CFA Nils Hegstad, CFA's Manulife Asset Management Experience June 2011 - March 2015
Job Client Portfolio Manager at Income Research + Management
Industry Investment Management
Experience
Income Research + Management April 2015 - Present
Manulife Asset Management June 2011 - March 2015
Columbia Management (formerly RiverSource Investments) April 2006 - July 2011
Babson Capital Management April 2004 - March 2006
Independence Investments LLC 2002 - 2004
Skills
Portfolio Management, Fixed Income, Investments, Strategy, Equities, Competitive Analysis, Business Development, Investment Strategies, Product Management, New Business Development, Sales, Asset Allocation, Mutual Funds, Asset Management
Education
Middlebury College 1996 — 2000
BA
Income Research + Management April 2015 - Present
Manulife Asset Management June 2011 - March 2015
Columbia Management (formerly RiverSource Investments) April 2006 - July 2011
Babson Capital Management April 2004 - March 2006
Independence Investments LLC 2002 - 2004
Skills
Portfolio Management, Fixed Income, Investments, Strategy, Equities, Competitive Analysis, Business Development, Investment Strategies, Product Management, New Business Development, Sales, Asset Allocation, Mutual Funds, Asset Management
Education
Middlebury College 1996 — 2000
BA
Erika Crabtree Erika Crabtree's Manulife Asset Management Experience October 2012 - Present
Job Sr. Administrative Assistant at Manulife Asset Management
Industry Financial Services
Experience
Manulife Asset Management October 2012 - Present
Orthopedics New England September 2007 - September 2012
March of Dimes May 2007 - July 2007
Skills
Microsoft Word, Outlook, PowerPoint, Microsoft Excel, Microsoft Office, Records Management, Multi Tasking, Event Planning, Social Media, Travel Management, Travel Planning, Travel Arrangements, Logistics, Expense Reports, Meeting Planning, Meeting Scheduling, Coordinate Meetings, Event Management, Public Speaking, Research
Education
Keene State College 2003 — 2007
Bachelor of Arts (B.A.), Communication Studies
Manulife Asset Management October 2012 - Present
Orthopedics New England September 2007 - September 2012
March of Dimes May 2007 - July 2007
Skills
Microsoft Word, Outlook, PowerPoint, Microsoft Excel, Microsoft Office, Records Management, Multi Tasking, Event Planning, Social Media, Travel Management, Travel Planning, Travel Arrangements, Logistics, Expense Reports, Meeting Planning, Meeting Scheduling, Coordinate Meetings, Event Management, Public Speaking, Research
Education
Keene State College 2003 — 2007
Bachelor of Arts (B.A.), Communication Studies
Gary Mishuris, CFA Gary Mishuris, CFA's Manulife Asset Management Experience January 2011 - Present
Job Managing Director, Portfolio Manager at Manulife Asset Management
Industry Investment Management
Experience
Manulife Asset Management January 2011 - Present
Evergreen Investments September 2004 - January 2011
Fidelity Investments July 2001 - August 2004
Goldman Sachs 1999 - 1999
Skills
Value Investing, Industry Analysis, Factset, Equity Research, Investments, Equities, Portfolio Management, Equity Valuation, Bloomberg, Fundamental Research, Mutual Funds, Valuation, Financial Modeling, Asset Management, Asset Allocation, Economics, Investment Management
Education
Massachusetts Institute of Technology 1997 — 2001
B.S.
Stuyvesant H.S. 1993 — 1997
Manulife Asset Management January 2011 - Present
Evergreen Investments September 2004 - January 2011
Fidelity Investments July 2001 - August 2004
Goldman Sachs 1999 - 1999
Skills
Value Investing, Industry Analysis, Factset, Equity Research, Investments, Equities, Portfolio Management, Equity Valuation, Bloomberg, Fundamental Research, Mutual Funds, Valuation, Financial Modeling, Asset Management, Asset Allocation, Economics, Investment Management
Education
Massachusetts Institute of Technology 1997 — 2001
B.S.
Stuyvesant H.S. 1993 — 1997
Bola Otaraki, MBA, PMP Bola Otaraki, MBA, PMP's Manulife Asset Management Experience March 2015 - April 2015
Job Project Management Office at City of Toronto
Industry Management Consulting
Experience
City of Toronto April 2014 - Present
Manulife Asset Management March 2015 - April 2015
Multiserv Concept Telecoms November 2012 - March 2015
TD Financial Group August 2010 - November 2012
The Toronto Board of Trade 2008 - November 2012
RBC Royal Bank 2008 - August 2010
RBC Royal Bank December 2006 - August 2010
Intect Engineering Ltd. January 2002 - April 2006
Access Bank Plc 1999 - 2001
First City Monument Bank Plc 1997 - 1999
Skills
Strategic Planning, Entrepreneurship, Leadership, New Business Development, Business Analysis, Budgets, Business Planning, Business Process..., Sales, Project Management, Problem Solving, Customer Service, Business Development, Key Account Development, Organization, Banking, Program Management, Business Strategy, Finance, Product Development, Change Management, Team Leadership, Strategy, Management
Education
Project Management Institute
Project Management Professional
University of Lagos 1999 — 2001
Master of Business Administration (MBA), Business Administration and Management, General
University of Lagos 1982 — 1989
B.Sc. (Hons) Chemical Engineering, Chemical Engineering
City of Toronto April 2014 - Present
Manulife Asset Management March 2015 - April 2015
Multiserv Concept Telecoms November 2012 - March 2015
TD Financial Group August 2010 - November 2012
The Toronto Board of Trade 2008 - November 2012
RBC Royal Bank 2008 - August 2010
RBC Royal Bank December 2006 - August 2010
Intect Engineering Ltd. January 2002 - April 2006
Access Bank Plc 1999 - 2001
First City Monument Bank Plc 1997 - 1999
Skills
Strategic Planning, Entrepreneurship, Leadership, New Business Development, Business Analysis, Budgets, Business Planning, Business Process..., Sales, Project Management, Problem Solving, Customer Service, Business Development, Key Account Development, Organization, Banking, Program Management, Business Strategy, Finance, Product Development, Change Management, Team Leadership, Strategy, Management
Education
Project Management Institute
Project Management Professional
University of Lagos 1999 — 2001
Master of Business Administration (MBA), Business Administration and Management, General
University of Lagos 1982 — 1989
B.Sc. (Hons) Chemical Engineering, Chemical Engineering
Michael Abegunde, CFA Michael Abegunde, CFA's Manulife Asset Management Experience September 2011 - Present
Job Director, Relationship Management
Industry Financial Services
Experience
Manulife Asset Management September 2011 - Present
Manulife Asset Management October 2007 - August 2011
Scotiabank March 2005 - October 2007
Fidelity Bank PLC July 1996 - January 2005
Intercontinental Bank PLC April 1994 - July 1996
Skills
Portfolio Management, Asset Management, Equities, Mutual Funds, Fixed Income, Investments, Investment Strategies, Bloomberg, Financial Services, Capital Markets, Relationship Management, Commercial Banking, Alternative Investments, Securities
Education
University of Lagos
M.Sc., Finance
Manulife Asset Management September 2011 - Present
Manulife Asset Management October 2007 - August 2011
Scotiabank March 2005 - October 2007
Fidelity Bank PLC July 1996 - January 2005
Intercontinental Bank PLC April 1994 - July 1996
Skills
Portfolio Management, Asset Management, Equities, Mutual Funds, Fixed Income, Investments, Investment Strategies, Bloomberg, Financial Services, Capital Markets, Relationship Management, Commercial Banking, Alternative Investments, Securities
Education
University of Lagos
M.Sc., Finance
Jiaxing Sun Jiaxing Sun's Manulife Asset Management Experience January 2012 - January 2013
Job MSc Student at Princeton University
Industry Research
Experience
Princeton University September 2013 - Present
PrinceTechs June 2015 - August 2015
Manulife Asset Management January 2012 - January 2013
CITIC Securities Company Limited June 2011 - August 2011
Skills
Machine Learning, C++, Python, Matlab, Partial Differential..., R, Option Pricing Models, Monte Carlo Simulation, Finite Difference Method, Stochastic Calculus, C, Numerical Analysis, Optimization, Probability, Statistics, Economics, Linux, SQL, Research
Education
Princeton University
Master’s Degree, Operations Research and Financial Engineering
Tsinghua University 2006 — 2010
Bachelor’s Degree, Mechanical Engineering
Tsinghua University 2006 — 2010
Bachelor’s Degree, Economics
Princeton University September 2013 - Present
PrinceTechs June 2015 - August 2015
Manulife Asset Management January 2012 - January 2013
CITIC Securities Company Limited June 2011 - August 2011
Skills
Machine Learning, C++, Python, Matlab, Partial Differential..., R, Option Pricing Models, Monte Carlo Simulation, Finite Difference Method, Stochastic Calculus, C, Numerical Analysis, Optimization, Probability, Statistics, Economics, Linux, SQL, Research
Education
Princeton University
Master’s Degree, Operations Research and Financial Engineering
Tsinghua University 2006 — 2010
Bachelor’s Degree, Mechanical Engineering
Tsinghua University 2006 — 2010
Bachelor’s Degree, Economics
Andrew Sabola's Manulife Asset Management Experience May 2011 - February 2015
Job Owner at Gelateria Gemelli
Industry Food & Beverages
Experience
Gelateria Gemelli March 2015 - Present
Manulife Asset Management May 2011 - February 2015
FundQuest October 2004 - April 2011
Pioneer Investments 2000 - 2004
Skills
Series 63, Series 7, Separately Managed..., Mutual Funds, Asset Allocation, Asset Management, Alternative Investments, Wealth Management, Securities, Frozen Desserts, Investment Advisory, ETFs, Investment Strategies, Retirement Planning, Investment Management, Investments, Entrepreneurship, Alcoholic Beverages, Fine Dining
Education
Suffolk University - Sawyer Business School 2007 — 2008
MBA
University of Massachusetts Boston 1999 — 2003
Northfield Mount Hermon 1997 — 1999
Gelateria Gemelli March 2015 - Present
Manulife Asset Management May 2011 - February 2015
FundQuest October 2004 - April 2011
Pioneer Investments 2000 - 2004
Skills
Series 63, Series 7, Separately Managed..., Mutual Funds, Asset Allocation, Asset Management, Alternative Investments, Wealth Management, Securities, Frozen Desserts, Investment Advisory, ETFs, Investment Strategies, Retirement Planning, Investment Management, Investments, Entrepreneurship, Alcoholic Beverages, Fine Dining
Education
Suffolk University - Sawyer Business School 2007 — 2008
MBA
University of Massachusetts Boston 1999 — 2003
Northfield Mount Hermon 1997 — 1999
Sharon He's Manulife Asset Management Experience May 2014 - Present
Job Analyst, Investment Operations at Manulife Asset Management
Industry Financial Services
Experience
Manulife Asset Management May 2014 - Present
AGF Management Limited June 2012 - May 2014
Citi May 2011 - July 2011
BMO June 2010 - July 2010
Industrial and Commercial Bank of China May 2009 - July 2009
Skills
Bloomberg Terminal, Quantitative Research, Accounting, Financial Accounting, Account Reconciliation, Data Analysis, Investment Valuation, Microsoft Excel, Eagle, Corporate Finance, International Finance, Foreign Exchange..., Operations Management, NAV
Education
Queen's University
Queen's School of Business, Master of Finance
The University of Western Ontario 2008 — 2012
Bachelor of Management and Organizational Studies, Finance and Administration
Manulife Asset Management May 2014 - Present
AGF Management Limited June 2012 - May 2014
Citi May 2011 - July 2011
BMO June 2010 - July 2010
Industrial and Commercial Bank of China May 2009 - July 2009
Skills
Bloomberg Terminal, Quantitative Research, Accounting, Financial Accounting, Account Reconciliation, Data Analysis, Investment Valuation, Microsoft Excel, Eagle, Corporate Finance, International Finance, Foreign Exchange..., Operations Management, NAV
Education
Queen's University
Queen's School of Business, Master of Finance
The University of Western Ontario 2008 — 2012
Bachelor of Management and Organizational Studies, Finance and Administration
Sabina Maheshwari's Manulife Asset Management Experience December 2014 - Present
Job Supervisor, Data Management at Manulife Asset Management
Industry Financial Services
Experience
Manulife Asset Management December 2014 - Present
State Street February 2012 - December 2014
State Street Canada Toronto November 2010 - February 2012
State Street Canada Toronto March 2009 - November 2010
State Street Canada (Formerly Investors Bank and Trust) Toronto July 2007 - March 2009
Skills
Bloomberg, Fixed Income, Portfolio Management, Derivatives, Investments, Account Reconciliation, Trading, Accounting, Options, Pricing, Equities, Software Documentation, Securities, Mutual Funds, Hedge Funds, Cross-functional Team..., Asset Management, Corporate Actions, Financial Analysis, Risk Management, Alternative Investments, Financial Services, Financial Risk, Bloomberg Terminal, Settlement, Banking
Education
McMaster University 2002 — 2006
BACHELOR OF HEALTH STUDIES (B.A)
Manulife Asset Management December 2014 - Present
State Street February 2012 - December 2014
State Street Canada Toronto November 2010 - February 2012
State Street Canada Toronto March 2009 - November 2010
State Street Canada (Formerly Investors Bank and Trust) Toronto July 2007 - March 2009
Skills
Bloomberg, Fixed Income, Portfolio Management, Derivatives, Investments, Account Reconciliation, Trading, Accounting, Options, Pricing, Equities, Software Documentation, Securities, Mutual Funds, Hedge Funds, Cross-functional Team..., Asset Management, Corporate Actions, Financial Analysis, Risk Management, Alternative Investments, Financial Services, Financial Risk, Bloomberg Terminal, Settlement, Banking
Education
McMaster University 2002 — 2006
BACHELOR OF HEALTH STUDIES (B.A)
Charlie Deeks's Manulife Asset Management Experience October 2013 - Present
Job Portfolio Manager at Manulife Asset Management Private Markets (Canada) Corp.
Industry Real Estate
Experience
Manulife Asset Management October 2013 - Present
Oxford Properties Group October 2009 - October 2013
Altus Group October 2006 - September 2009
Intrawest Corp. June 2004 - August 2006
Skills
Financial Modeling, Investment Properties, Valuation, Disposition, Property Management, Mergers, Due Diligence, Commercial Real Estate, Leases, Finance, Real Estate, Strategy, Equities, Dispositions, Portfolio Management, Asset Management, Mergers & Acquisitions
Education
Queen's University 2000 — 2004
HBA, Economics
Upper Canada College 1989 — 2000
International Baccalaureate
The University of British Columbia 2006 — 2008
Sauder School of Business - Real Property Valuation
Canadian Securities Institute 2006 — 2006
Canadian Securities Course, Finance
University of Otago 2003 — 2003
Certificate of Proficiency
Manulife Asset Management October 2013 - Present
Oxford Properties Group October 2009 - October 2013
Altus Group October 2006 - September 2009
Intrawest Corp. June 2004 - August 2006
Skills
Financial Modeling, Investment Properties, Valuation, Disposition, Property Management, Mergers, Due Diligence, Commercial Real Estate, Leases, Finance, Real Estate, Strategy, Equities, Dispositions, Portfolio Management, Asset Management, Mergers & Acquisitions
Education
Queen's University 2000 — 2004
HBA, Economics
Upper Canada College 1989 — 2000
International Baccalaureate
The University of British Columbia 2006 — 2008
Sauder School of Business - Real Property Valuation
Canadian Securities Institute 2006 — 2006
Canadian Securities Course, Finance
University of Otago 2003 — 2003
Certificate of Proficiency
James Cobis's Manulife Asset Management Experience August 2015 - Present
Job Investment Operations Manager Manulife Asset Management
Industry Financial Services
Experience
Manulife Asset Management August 2015 - Present
State Street January 2007 - August 2015
Putnam Investments June 1999 - December 2007
Skills
Equities, Mutual Funds, Fund Accounting, Fixed Income, Bloomberg, Client Relations Skills, Financial Audits, Management, Account Reconciliation, Accounting, Auditing
Education
Stonehill College 1995 — 1999
Bachelor's degree, Accounting
Manulife Asset Management August 2015 - Present
State Street January 2007 - August 2015
Putnam Investments June 1999 - December 2007
Skills
Equities, Mutual Funds, Fund Accounting, Fixed Income, Bloomberg, Client Relations Skills, Financial Audits, Management, Account Reconciliation, Accounting, Auditing
Education
Stonehill College 1995 — 1999
Bachelor's degree, Accounting
Casey Satterlee's Manulife Asset Management Experience June 2015 - Present
Job Director, Consultant Relations at Manulife Asset Management
Industry Financial Services
Experience
Manulife Asset Management June 2015 - Present
Dimensional Fund Advisors June 2014 - 2015
Wellington Management January 2011 - June 2014
Fenway Sports Group February 2010 - November 2010
Fenway Sports Group July 2009 - September 2009
United Way of San Diego County February 2009 - May 2009
Skills
Spanish, Sponsorship, Marketing, Hospitality, Event Planning, Social Media Marketing, Event Management, Marketing Communications, Social Media, Social Networking, Public Speaking, Sales
Education
University of San Diego 2005 — 2009
Bachelor of Business Administration, Marketing
La Jolla High School 2001 — 2005
Manulife Asset Management June 2015 - Present
Dimensional Fund Advisors June 2014 - 2015
Wellington Management January 2011 - June 2014
Fenway Sports Group February 2010 - November 2010
Fenway Sports Group July 2009 - September 2009
United Way of San Diego County February 2009 - May 2009
Skills
Spanish, Sponsorship, Marketing, Hospitality, Event Planning, Social Media Marketing, Event Management, Marketing Communications, Social Media, Social Networking, Public Speaking, Sales
Education
University of San Diego 2005 — 2009
Bachelor of Business Administration, Marketing
La Jolla High School 2001 — 2005
Macan Nia Macan Nia's Manulife Asset Management Experience March 2012 - Present
Job Director, Capital Markets & Strategy at Manulife Asset Management
Industry Capital Markets
Experience
Manulife Asset Management March 2012 - Present
Manulife Asset Management - Tactical Asset Allocation January 2010 - March 2012
Manulife Asset Management July 2008 - January 2010
GMP Securities May 2007 - September 2007
Canaccord Financial May 2006 - September 2006
Skills
Bloomberg
Education
Ivey Business School at Western University 2006 — 2008
HBA, Finance
Ryerson University 2004 — 2006
BComm, Finance, Minor in Economics
Manulife Asset Management March 2012 - Present
Manulife Asset Management - Tactical Asset Allocation January 2010 - March 2012
Manulife Asset Management July 2008 - January 2010
GMP Securities May 2007 - September 2007
Canaccord Financial May 2006 - September 2006
Skills
Bloomberg
Education
Ivey Business School at Western University 2006 — 2008
HBA, Finance
Ryerson University 2004 — 2006
BComm, Finance, Minor in Economics
Yetunde Abiola Yetunde Abiola's Manulife Asset Management Experience April 2015 - Present
Job Compliance at Manulife Asset Management
Industry Financial Services
Experience
Manulife Asset Management April 2015 - Present
Barclays UK August 2010 - July 2014
Access Bank Plc November 2006 - December 2008
Skye Bank Nigeria Plc January 2005 - October 2006
Skye Bank Nigeria Plc 2001 - 2005
Skye Bank Nigeria Plc June 2001 - December 2004
Skills
Microsoft Office, Customer Service, Management, Microsoft Word, Leadership, Outlook, Strategic Planning, Finance, PowerPoint, Project Management, Banking, Teamwork
Education
Seneca College of Applied Arts and Technology 2014 — 2015
Ontario College Graduate Certificate, Financial Services Compliance Administration
Kingston University 2009 — 2012
Master’s Degree, Financial Economics
Lagos State University 1997 — 2000
Bachelor's Degree, Economics
Manulife Asset Management April 2015 - Present
Barclays UK August 2010 - July 2014
Access Bank Plc November 2006 - December 2008
Skye Bank Nigeria Plc January 2005 - October 2006
Skye Bank Nigeria Plc 2001 - 2005
Skye Bank Nigeria Plc June 2001 - December 2004
Skills
Microsoft Office, Customer Service, Management, Microsoft Word, Leadership, Outlook, Strategic Planning, Finance, PowerPoint, Project Management, Banking, Teamwork
Education
Seneca College of Applied Arts and Technology 2014 — 2015
Ontario College Graduate Certificate, Financial Services Compliance Administration
Kingston University 2009 — 2012
Master’s Degree, Financial Economics
Lagos State University 1997 — 2000
Bachelor's Degree, Economics
Ollie Primak, CFA Ollie Primak, CFA's Manulife Asset Management Experience November 2005 - August 2010
Job Equity Research Associate, CIBC World Markets
Industry Investment Management
Experience
CIBC World Markets September 2014 - Present
Euro Pacific Canada July 2013 - September 2014
The Marquee Group March 2012 - April 2013
Manulife Asset Management November 2005 - August 2010
Manulife Mutual Funds January 2005 - November 2005
Manulife Mutual Funds May 2004 - December 2004
Millennium Productions 1993 - 2003
Skills
Valuation, Mutual Funds, Financial Modeling, Asset Managment, Investments, Equities, Analysis, Financial Services, Leadership, Asset Management, Equity Research, Equity Valuation, Bloomberg, Investment Banking, Capital Markets, Economics, Analytics, Fixed Income, Finance, Mergers & Acquisitions, Investment Strategies, Trading, Private Equity, Asset Allocation, Corporate Finance, Derivatives, Hedge Funds, Financial Analysis
Education
University of Toronto - Rotman School of Management 2011 — 2013
MBA, Finance
The Marquee Group 2011 — 2012
CFA Institute 2006 — 2009
CFA Charter holder
Canadian Securities Institute 2003 — 2003
Canadian Securities Course
University of Guelph 1996 — 2001
Honours BA, Theatre, Business Administration
CIBC World Markets September 2014 - Present
Euro Pacific Canada July 2013 - September 2014
The Marquee Group March 2012 - April 2013
Manulife Asset Management November 2005 - August 2010
Manulife Mutual Funds January 2005 - November 2005
Manulife Mutual Funds May 2004 - December 2004
Millennium Productions 1993 - 2003
Skills
Valuation, Mutual Funds, Financial Modeling, Asset Managment, Investments, Equities, Analysis, Financial Services, Leadership, Asset Management, Equity Research, Equity Valuation, Bloomberg, Investment Banking, Capital Markets, Economics, Analytics, Fixed Income, Finance, Mergers & Acquisitions, Investment Strategies, Trading, Private Equity, Asset Allocation, Corporate Finance, Derivatives, Hedge Funds, Financial Analysis
Education
University of Toronto - Rotman School of Management 2011 — 2013
MBA, Finance
The Marquee Group 2011 — 2012
CFA Institute 2006 — 2009
CFA Charter holder
Canadian Securities Institute 2003 — 2003
Canadian Securities Course
University of Guelph 1996 — 2001
Honours BA, Theatre, Business Administration
Toms Lokmanis, CFA, CAIA Toms Lokmanis, CFA, CAIA's Manulife Asset Management Experience April 2013 - July 2015
Job Vice President, Business Development at Caledon Capital Management Inc.
Industry Investment Management
Experience
Caledon Capital Management Inc. July 2015 - Present
Manulife Asset Management April 2013 - July 2015
Industrielle Alliance 2011 - April 2013
Thomson Reuters June 2007 - October 2011
Skills
New Business Development, Sales Presentations, Institutional Sales, Investment Strategies, Defined Benefit, Asset Managment, Alternative Investments, Asset Allocation, power point, Marketing Strategy, Investments
Education
McMaster University 2000 — 2005
B.A with Honours, Economics
LPCI
Caledon Capital Management Inc. July 2015 - Present
Manulife Asset Management April 2013 - July 2015
Industrielle Alliance 2011 - April 2013
Thomson Reuters June 2007 - October 2011
Skills
New Business Development, Sales Presentations, Institutional Sales, Investment Strategies, Defined Benefit, Asset Managment, Alternative Investments, Asset Allocation, power point, Marketing Strategy, Investments
Education
McMaster University 2000 — 2005
B.A with Honours, Economics
LPCI
Sean Connell Sean Connell's Manulife Asset Management Experience January 2014 - July 2014
Job Junior Equity Analyst at Churchill Capital USA
Industry Financial Services
Experience
Churchill Capital USA August 2014 - Present
Manulife Asset Management January 2014 - July 2014
Northeastern University September 2009 - June 2014
Auxideico April 2013 - August 2013
Credit Suisse June 2012 - August 2012
Massachusetts Financial Services July 2011 - January 2012
North Street Management May 2010 - August 2010
Stamford Government Center July 2008 - August 2008
G & L Partners (New York Stock Exchange) June 2006 - August 2006
Skills
Microsoft Excel, Outlook, PowerPoint, Financial Analysis, Spanish, Excel, Word, Research, Microsoft Office, Accounting, Investments, Bloomberg, English, Portfolio Management, VBA, Data Analysis
Education
Northeastern University 2009 — 2014
Bachelor's Degree
Universidad Pontificia Comillas
Churchill Capital USA August 2014 - Present
Manulife Asset Management January 2014 - July 2014
Northeastern University September 2009 - June 2014
Auxideico April 2013 - August 2013
Credit Suisse June 2012 - August 2012
Massachusetts Financial Services July 2011 - January 2012
North Street Management May 2010 - August 2010
Stamford Government Center July 2008 - August 2008
G & L Partners (New York Stock Exchange) June 2006 - August 2006
Skills
Microsoft Excel, Outlook, PowerPoint, Financial Analysis, Spanish, Excel, Word, Research, Microsoft Office, Accounting, Investments, Bloomberg, English, Portfolio Management, VBA, Data Analysis
Education
Northeastern University 2009 — 2014
Bachelor's Degree
Universidad Pontificia Comillas
Michael Mattioli, CFA Michael Mattioli, CFA's Manulife Asset Management Experience 2015 - Present
Job Portfolio Manager at Manulife Asset Management
Industry Investment Management
Experience
Manulife Asset Management 2015 - Present
Manulife Asset Management 2013 - Present
Manulife Asset Management 2011 - 2013
BlackRock 2007 - 2009
Merrill Lynch 2005 - 2007
Education
University of Notre Dame 2009 — 2011
MBA
Rutgers University 2001 — 2005
BA
Manulife Asset Management 2015 - Present
Manulife Asset Management 2013 - Present
Manulife Asset Management 2011 - 2013
BlackRock 2007 - 2009
Merrill Lynch 2005 - 2007
Education
University of Notre Dame 2009 — 2011
MBA
Rutgers University 2001 — 2005
BA
Robert Lutzko Robert Lutzko's Manulife Asset Management Experience September 1995 - August 2013
Job Director, Head of Investment Risk at 1832 Asset Management
Industry Financial Services
Experience
1832 Asset Management (Dynamic Funds) July 2014 - Present
Manulife Asset Management September 1995 - August 2013
Workers Compensation Board of Ontario July 1989 - September 1995
OMERS May 1984 - July 1989
Education
CFA Institute
Chartered Financial Analyst, Finance, General
Sheridan College
Computer Science
JA Turner Secondary School Brampton
1832 Asset Management (Dynamic Funds) July 2014 - Present
Manulife Asset Management September 1995 - August 2013
Workers Compensation Board of Ontario July 1989 - September 1995
OMERS May 1984 - July 1989
Education
CFA Institute
Chartered Financial Analyst, Finance, General
Sheridan College
Computer Science
JA Turner Secondary School Brampton
Donald Norlander Donald Norlander's Manulife Asset Management Experience October 2013 - June 2014
Job Sales Representative at US Bank
Industry Financial Services
Experience
U.S. Bank December 2014 - Present
American Income Life Insurance Company September 2014 - November 2014
Manulife Asset Management October 2013 - June 2014
Skills
Microsoft Excel, Asset Management, VBA, Visual basic, Investments, Financial Services, Banking, Loans, Credit, Mortgage Lending, Portfolio Management, Finance, Risk Management, Financial Analysis, Mutual Funds, Securities, Valuation, Financial Modeling, PowerPoint
Education
Luther College 2009 — 2013
Bachelor of Arts (B.A.), Economics
U.S. Bank December 2014 - Present
American Income Life Insurance Company September 2014 - November 2014
Manulife Asset Management October 2013 - June 2014
Skills
Microsoft Excel, Asset Management, VBA, Visual basic, Investments, Financial Services, Banking, Loans, Credit, Mortgage Lending, Portfolio Management, Finance, Risk Management, Financial Analysis, Mutual Funds, Securities, Valuation, Financial Modeling, PowerPoint
Education
Luther College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Nan Chen, CFA, FRM Nan Chen, CFA, FRM's Manulife Asset Management Experience October 2010 - March 2014
Job Analyst, Quantitative Investment, RBC Global Asset Management
Industry Financial Services
Experience
RBC Global Asset Management April 2014 - Present
Manulife Asset Management October 2010 - March 2014
Morningstar April 2009 - October 2010
C.P.M.S Morningstar May 2006 - April 2009
Skills
Microsoft Excel, Equity Research, Asset Managment, Risk Management, Performance Attribution, Risk Modeling, Backtesting, VBA, Asset Management, Analysis, Investments, Portfolio Management, Trading, Equities, Financial Risk, Bloomberg, Capital Markets, Valuation, Fixed Income, Financial Modeling, Investment Strategies, Asset Allocation, Quantitative Finance, Hedge Funds, Derivatives, Investment Management, Securities, Quantitative Analytics, Mutual Funds, Alternative Investments
Education
Chartered Alternative Investment Analyst Association 2013 — 2013
CAIA, Alternative Investment
CFA Institute
Chartered Financial Analyst
GARP-Global Association of Risk Professionals
Financial Risks Manager
McMaster University 2002 — 2006
Hon.B.Comm, Major in Finance. Minors in Economics, Psychology
George Brown College (personal interest)
Baking Arts (personal interest), Baking and Pastry Arts/Baker/Pastry Chef
RBC Global Asset Management April 2014 - Present
Manulife Asset Management October 2010 - March 2014
Morningstar April 2009 - October 2010
C.P.M.S Morningstar May 2006 - April 2009
Skills
Microsoft Excel, Equity Research, Asset Managment, Risk Management, Performance Attribution, Risk Modeling, Backtesting, VBA, Asset Management, Analysis, Investments, Portfolio Management, Trading, Equities, Financial Risk, Bloomberg, Capital Markets, Valuation, Fixed Income, Financial Modeling, Investment Strategies, Asset Allocation, Quantitative Finance, Hedge Funds, Derivatives, Investment Management, Securities, Quantitative Analytics, Mutual Funds, Alternative Investments
Education
Chartered Alternative Investment Analyst Association 2013 — 2013
CAIA, Alternative Investment
CFA Institute
Chartered Financial Analyst
GARP-Global Association of Risk Professionals
Financial Risks Manager
McMaster University 2002 — 2006
Hon.B.Comm, Major in Finance. Minors in Economics, Psychology
George Brown College (personal interest)
Baking Arts (personal interest), Baking and Pastry Arts/Baker/Pastry Chef
Brett Hryb Brett Hryb's Manulife Asset Management Experience 2011 - Present
Job Managing Director, Senior Portfolio Manager at Manulife Asset Management
Industry Financial Services
Experience
Manulife Asset Management 2011 - Present
Manulife Asset Management January 2003 - 2011
Manulife Asset Management 1999 - 2003
Manulife Financial 1996 - 1999
Elliott & Page Limited 1993 - 1996
Skills
Asset Managment, Bloomberg, Investment Strategies, Equities, Mutual Funds, Portfolio Management, Investments, Alternative Investments, Derivatives, Asset Allocation, Equity Research, Capital Markets, Hedge Funds, Valuation, Risk Management
Education
CFA Institute 1994 — 1997
CFA
McMaster University 1986 — 1991
Bachelor of Commerce
Manulife Asset Management 2011 - Present
Manulife Asset Management January 2003 - 2011
Manulife Asset Management 1999 - 2003
Manulife Financial 1996 - 1999
Elliott & Page Limited 1993 - 1996
Skills
Asset Managment, Bloomberg, Investment Strategies, Equities, Mutual Funds, Portfolio Management, Investments, Alternative Investments, Derivatives, Asset Allocation, Equity Research, Capital Markets, Hedge Funds, Valuation, Risk Management
Education
CFA Institute 1994 — 1997
CFA
McMaster University 1986 — 1991
Bachelor of Commerce
Randy LeClair Randy LeClair's Manulife Asset Management Experience January 2012 - March 2015
Job Senior Investment Analyst at the City of Toronto
Industry Investment Management
Experience
City of Toronto August 2015 - Present
Manulife Asset Management January 2012 - March 2015
Portland Investment Counsel December 2009 - February 2012
AIC July 1998 - December 2009
Regional Municipality of Halton September 1991 - July 1998
Skills
Fixed Income, Investments, Currency, Portfolio Management, Investment Policy, Bonds, Wealth Management, Mutual Funds, Asset Management, Financial Analysis, Securities, Funding, Trading, Capital Markets, Alternative Investments, Retirement Planning, Investment Strategies, Equities, Hedge Funds, Asset Managment, Wealth, Estate Planning, Options, Investment Advisory, Strategic Financial..., Investment Management, Asset Allocation, Equity Research, ETFs, Bloomberg, Financial Services, Financial Markets, Financial Advisory, Valuation, Equity Valuation, Structured Products, Equity Trading, Private Equity, Derivatives, Equity Derivatives, Financial Planning
Education
University of Windsor 1984 — 1985
BEd, Education (Primary/Junior)
King's University College 1980 — 1984
BA (ACS), Administrative and Commercial Studies (Finance)
City of Toronto August 2015 - Present
Manulife Asset Management January 2012 - March 2015
Portland Investment Counsel December 2009 - February 2012
AIC July 1998 - December 2009
Regional Municipality of Halton September 1991 - July 1998
Skills
Fixed Income, Investments, Currency, Portfolio Management, Investment Policy, Bonds, Wealth Management, Mutual Funds, Asset Management, Financial Analysis, Securities, Funding, Trading, Capital Markets, Alternative Investments, Retirement Planning, Investment Strategies, Equities, Hedge Funds, Asset Managment, Wealth, Estate Planning, Options, Investment Advisory, Strategic Financial..., Investment Management, Asset Allocation, Equity Research, ETFs, Bloomberg, Financial Services, Financial Markets, Financial Advisory, Valuation, Equity Valuation, Structured Products, Equity Trading, Private Equity, Derivatives, Equity Derivatives, Financial Planning
Education
University of Windsor 1984 — 1985
BEd, Education (Primary/Junior)
King's University College 1980 — 1984
BA (ACS), Administrative and Commercial Studies (Finance)
Vikram Kaura's Manulife Asset Management Experience April 2013 - Present
Job
Industry Investment Management
Experience
Manulife Asset Management April 2013 - Present
Skills
Mutual Funds, Equity Valuation, Investments, Asset Management, Financial Modeling, Equity Research, Team Management, Management, Valuation, Investment Management
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA
University of Wisconsin-Madison 1987 — 1989
M.Sc.
Panjab University - Chandigarh, India 1983 — 1987
B.S.E.E. (Honors)
Manulife Asset Management April 2013 - Present
Skills
Mutual Funds, Equity Valuation, Investments, Asset Management, Financial Modeling, Equity Research, Team Management, Management, Valuation, Investment Management
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA
University of Wisconsin-Madison 1987 — 1989
M.Sc.
Panjab University - Chandigarh, India 1983 — 1987
B.S.E.E. (Honors)
Nathalie Bertrand's Manulife Asset Management Experience May 2015 - Present
Job Project Manager at Manulife Asset Management
Industry Information Technology and Services
Experience
Manulife Asset Management May 2015 - Present
Caisse de dépôt et placement du Québec January 2012 - May 2015
Desjardins (consultant) December 2008 - February 2012
IT Consultant Financial Services March 2008 - December 2008
Owner February 2007 - March 2008
Desjardins Securities August 2004 - February 2007
Croesus Finansoft October 2000 - July 2004
Equifax January 1999 - October 2000
Boutiques Jacob October 1997 - January 1999
SHL Systemhouse September 1996 - October 1997
Skills
PMO, Business Analysis, Management Consulting, Project Portfolio..., Business Process, Project Management, Software Project..., Banking, Product Management, Leadership, Quality Assurance, Analysis, Integration, IT Strategy, Business Intelligence
Education
Université du Québec à Montréal 1988 — 1991
Bachelor
Cegep Maisonneuve 1986 — 1988
DEC
Collège Mont Saint Louis 1981 — 1986
DES
Manulife Asset Management May 2015 - Present
Caisse de dépôt et placement du Québec January 2012 - May 2015
Desjardins (consultant) December 2008 - February 2012
IT Consultant Financial Services March 2008 - December 2008
Owner February 2007 - March 2008
Desjardins Securities August 2004 - February 2007
Croesus Finansoft October 2000 - July 2004
Equifax January 1999 - October 2000
Boutiques Jacob October 1997 - January 1999
SHL Systemhouse September 1996 - October 1997
Skills
PMO, Business Analysis, Management Consulting, Project Portfolio..., Business Process, Project Management, Software Project..., Banking, Product Management, Leadership, Quality Assurance, Analysis, Integration, IT Strategy, Business Intelligence
Education
Université du Québec à Montréal 1988 — 1991
Bachelor
Cegep Maisonneuve 1986 — 1988
DEC
Collège Mont Saint Louis 1981 — 1986
DES
Eugene Choy, CFA, CA's Manulife Asset Management Experience June 2002 - May 2004
Job Associate Director, Corporate Development at Colliers
Industry Real Estate
Experience
Colliers International May 2013 - Present
Fulcra Asset Management Inc. April 2011 - April 2013
Highgate Holdings February 2005 - September 2010
Manulife Asset Management June 2002 - May 2004
Manulife Financial March 2001 - May 2002
Skills
Internal Controls, Forecasting, Mergers & Acquisitions, Strategic Financial..., Finance, Financial Reporting, Accounting, Financial Analysis, Fixed Income, Asset Management, Due Diligence, Corporate Finance, Financial Modeling, Budgets, Portfolio Management, Financial Accounting, Investments
Education
CFA Institute 2002 — 2004
Chartered Financial Analyst
Canadian Institute of Chartered Accountants 1996 — 1999
Chartered Accountant
Simon Fraser University 1992 — 1998
Bachelor of Business Administration (B.B.A.), Accounting
Colliers International May 2013 - Present
Fulcra Asset Management Inc. April 2011 - April 2013
Highgate Holdings February 2005 - September 2010
Manulife Asset Management June 2002 - May 2004
Manulife Financial March 2001 - May 2002
Skills
Internal Controls, Forecasting, Mergers & Acquisitions, Strategic Financial..., Finance, Financial Reporting, Accounting, Financial Analysis, Fixed Income, Asset Management, Due Diligence, Corporate Finance, Financial Modeling, Budgets, Portfolio Management, Financial Accounting, Investments
Education
CFA Institute 2002 — 2004
Chartered Financial Analyst
Canadian Institute of Chartered Accountants 1996 — 1999
Chartered Accountant
Simon Fraser University 1992 — 1998
Bachelor of Business Administration (B.B.A.), Accounting
Robin Riviere's Manulife Asset Management Experience 2008 - 2012
Job Vice President at GLC Asset Management Group
Industry Investment Management
Experience
GLC Asset Management Group May 2012 - Present
Manulife Asset Management 2008 - 2012
Manulife Asset Management 2003 - 2008
Altamira 2001 - 2003
Goodman & Company/Dynamic Mutual Funds 1996 - 1999
Skills
Endowments, Pensions, Defined Benefit, Defined Contribution, Investments, Investment Strategies, Investment Products, Investment Promotion, Investment Proposals, Investment Advisors, Sales Presentations, Presentation Development, Group Presentations, Technical Presentations, Customer Presentations, Sales Process, Strategic Thinking, Strategy Development, Marketing Strategy, Business Strategy, Teamwork, Strategy, Institutional...
Education
Memorial University of Newfoundland
Ryerson University
Marketing
GLC Asset Management Group May 2012 - Present
Manulife Asset Management 2008 - 2012
Manulife Asset Management 2003 - 2008
Altamira 2001 - 2003
Goodman & Company/Dynamic Mutual Funds 1996 - 1999
Skills
Endowments, Pensions, Defined Benefit, Defined Contribution, Investments, Investment Strategies, Investment Products, Investment Promotion, Investment Proposals, Investment Advisors, Sales Presentations, Presentation Development, Group Presentations, Technical Presentations, Customer Presentations, Sales Process, Strategic Thinking, Strategy Development, Marketing Strategy, Business Strategy, Teamwork, Strategy, Institutional...
Education
Memorial University of Newfoundland
Ryerson University
Marketing
Craig Gatten's Manulife Asset Management Experience June 2013 - Present
Job Managing Director, Data Management and Reporting at Manulife Asset Management
Industry Financial Services
Experience
Manulife Asset Management June 2013 - Present
Manulife Asset Management January 2009 - June 2013
State Street January 2007 - December 2009
Skills
Asset Management, Asset Managment, Bloomberg, Business Analysis, Derivatives, Alternative Investments, Financial Analysis, Financial Markets, Financial Modeling, Financial Risk, Financial Services, Equities, Hedge Funds, Fixed Income, Investment Banking, Investment Management, Investments, Mutual Funds, Operations Management, Options, Securities, Valuation, Vendor Management, Asset Allocation, Capital Markets, Finance, Operational Risk..., Risk Management, Trading
Education
University of Windsor 1994 — 1995
B. Comm, Finance
McMaster University 1989 — 1993
B.A., Economics
Manulife Asset Management June 2013 - Present
Manulife Asset Management January 2009 - June 2013
State Street January 2007 - December 2009
Skills
Asset Management, Asset Managment, Bloomberg, Business Analysis, Derivatives, Alternative Investments, Financial Analysis, Financial Markets, Financial Modeling, Financial Risk, Financial Services, Equities, Hedge Funds, Fixed Income, Investment Banking, Investment Management, Investments, Mutual Funds, Operations Management, Options, Securities, Valuation, Vendor Management, Asset Allocation, Capital Markets, Finance, Operational Risk..., Risk Management, Trading
Education
University of Windsor 1994 — 1995
B. Comm, Finance
McMaster University 1989 — 1993
B.A., Economics
Andrew Fogarty's Manulife Asset Management Experience May 2010 - August 2013
Job Crew Leader at Spartan Race, Inc.
Industry Graphic Design
Experience
Spartan Race, Inc. January 2013 - Present
Manulife Asset Management May 2010 - August 2013
Fidelity Investments July 2009 - March 2010
LP Innovations September 2005 - May 2009
Vaward Communications 2003 - 2006
Atrox Technologies 2003 - 2005
Skills
Graphic Design, InDesign, Adobe Acrobat, Illustrator, Dreamweaver, Corporate Branding, QuarkXPress, Web Design, Microsoft Office, Photoshop, Adobe Creative Suite, OS X, Marketing Communications, Mac, Digital Photography, Logistics Management, CMS, Team Management, Event Production, Salesforce.com, SharePoint, Streamlining Complex..., Information Graphics, Branding & Identity, Project Management, Pre-press, Positive Personality, Works well in a team, Compliance, HTML, Committed to..., Adaptable to Changes, CSS, Desktop Publishing, PowerPoint, Organized Multi-tasker, Visual Thinking, Analytic Thinking, Logical Thinker, High level of initiative, Challenge Driven, Customer Service, Exceptional Listener, Work Well Independently, Typography, Graphic Facilitation, Pay Close Attention to..., Visual Communication, Proofreading, Eye for Details
Education
University of Massachusetts at Lowell 2002 — 2005
Bachelor's Degree, Graphic Design
Spartan Race, Inc. January 2013 - Present
Manulife Asset Management May 2010 - August 2013
Fidelity Investments July 2009 - March 2010
LP Innovations September 2005 - May 2009
Vaward Communications 2003 - 2006
Atrox Technologies 2003 - 2005
Skills
Graphic Design, InDesign, Adobe Acrobat, Illustrator, Dreamweaver, Corporate Branding, QuarkXPress, Web Design, Microsoft Office, Photoshop, Adobe Creative Suite, OS X, Marketing Communications, Mac, Digital Photography, Logistics Management, CMS, Team Management, Event Production, Salesforce.com, SharePoint, Streamlining Complex..., Information Graphics, Branding & Identity, Project Management, Pre-press, Positive Personality, Works well in a team, Compliance, HTML, Committed to..., Adaptable to Changes, CSS, Desktop Publishing, PowerPoint, Organized Multi-tasker, Visual Thinking, Analytic Thinking, Logical Thinker, High level of initiative, Challenge Driven, Customer Service, Exceptional Listener, Work Well Independently, Typography, Graphic Facilitation, Pay Close Attention to..., Visual Communication, Proofreading, Eye for Details
Education
University of Massachusetts at Lowell 2002 — 2005
Bachelor's Degree, Graphic Design
Kristin Souza's Manulife Asset Management Experience January 2012 - Present
Job Senior Reporting Analyst at Manulife Asset Management
Industry Investment Management
Experience
Manulife Asset Management January 2012 - Present
Putnam Investments July 2004 - November 2011
Putnam Investments August 2000 - July 2004
Skills
Mutual Funds, Business Analysis, Portfolio Management, Analysis, Management, Accounting, Financial Services, Forecasting, Financial Analysis, Leadership, Investments, Equities, Fixed Income, Financial Modeling, Bloomberg
Education
Mount Ida College 1995 — 1999
Bachelor's degree
Sandwich High School 1991 — 1995
Manulife Asset Management January 2012 - Present
Putnam Investments July 2004 - November 2011
Putnam Investments August 2000 - July 2004
Skills
Mutual Funds, Business Analysis, Portfolio Management, Analysis, Management, Accounting, Financial Services, Forecasting, Financial Analysis, Leadership, Investments, Equities, Fixed Income, Financial Modeling, Bloomberg
Education
Mount Ida College 1995 — 1999
Bachelor's degree
Sandwich High School 1991 — 1995
Keith Kirkland, CFA's Manulife Asset Management Experience January 2012 - August 2014
Job Associate at Sankaty Advisors
Industry Financial Services
Experience
Sankaty Advisors September 2014 - Present
Manulife Asset Management January 2012 - August 2014
Manulife Financial July 2010 - December 2011
Credit Suisse July 2009 - December 2009
Eaton Vance July 2008 - December 2008
Skills
Bloomberg, Investments, Equity Research, Equities, Valuation, Financial Modeling, Financial Analysis, Mutual Funds, Capital Markets, Microsoft Excel
Education
Northeastern University 2005 — 2010
Bachelor of Science, Business Administration
Sankaty Advisors September 2014 - Present
Manulife Asset Management January 2012 - August 2014
Manulife Financial July 2010 - December 2011
Credit Suisse July 2009 - December 2009
Eaton Vance July 2008 - December 2008
Skills
Bloomberg, Investments, Equity Research, Equities, Valuation, Financial Modeling, Financial Analysis, Mutual Funds, Capital Markets, Microsoft Excel
Education
Northeastern University 2005 — 2010
Bachelor of Science, Business Administration
Thuan Lam's Manulife Asset Management Experience October 2014 - Present
Job Sr. Compliance Analyst
Industry Financial Services
Experience
Manulife Asset Management October 2014 - Present
Pioneer Investments February 2008 - October 2014
Bank of America June 2005 - February 2008
State Street Bank October 2004 - June 2005
State Street Bank June 2002 - October 2004
Skills
Mutual Funds, Financial Statements, Bonds, Fund Administration, Securities, Bloomberg, Fixed Income, Equities, Fund Accounting
Education
Suffolk University 1998 — 2003
Bachelor of Science (B.S.), Finance
Manulife Asset Management October 2014 - Present
Pioneer Investments February 2008 - October 2014
Bank of America June 2005 - February 2008
State Street Bank October 2004 - June 2005
State Street Bank June 2002 - October 2004
Skills
Mutual Funds, Financial Statements, Bonds, Fund Administration, Securities, Bloomberg, Fixed Income, Equities, Fund Accounting
Education
Suffolk University 1998 — 2003
Bachelor of Science (B.S.), Finance
Ryan Lentell, CFA's Manulife Asset Management Experience August 2008 - Present
Job at Manulife Asset Management
Industry Financial Services
Experience
Manulife Asset Management August 2008 - Present
Morningstar October 2006 - August 2008
Skills
Valuation, Equity Research, Financial Modeling, Equities, Portfolio Management, Asset Management, Investments, Bloomberg
Education
University of Notre Dame 2002 — 2004
MBA, Investments
University of Notre Dame - Mendoza College of Business 2002 — 2004
MBA
University of Virginia 1995 — 1999
MS, Systems Engineering
Barnstable High School
Barnstable High School
Manulife Asset Management August 2008 - Present
Morningstar October 2006 - August 2008
Skills
Valuation, Equity Research, Financial Modeling, Equities, Portfolio Management, Asset Management, Investments, Bloomberg
Education
University of Notre Dame 2002 — 2004
MBA, Investments
University of Notre Dame - Mendoza College of Business 2002 — 2004
MBA
University of Virginia 1995 — 1999
MS, Systems Engineering
Barnstable High School
Barnstable High School
Norm Young's Manulife Asset Management Experience March 2014 - Present
Job Director, Investment Operations at Manulife Asset Management
Industry Financial Services
Experience
Manulife Asset Management March 2014 - Present
State Street Bank November 2006 - Present
Wellington Management July 2000 - November 2006
Putnam Investments November 1997 - July 2000
Skills
Mutual Funds, Fund Accounting, Equities, Fixed Income, Bloomberg, Securities, Alternative Investments, Hedge Funds, Asset Management, Corporate Actions, Derivatives, Investments, Risk Management, Middle Office, Investment Management, Financial Services, Fund Administration
Education
Suffolk University - Sawyer Business School 2000 — 2005
MBA, Finance
Southern New Hampshire University 1993 — 1996
BA, Business Administration
Manulife Asset Management March 2014 - Present
State Street Bank November 2006 - Present
Wellington Management July 2000 - November 2006
Putnam Investments November 1997 - July 2000
Skills
Mutual Funds, Fund Accounting, Equities, Fixed Income, Bloomberg, Securities, Alternative Investments, Hedge Funds, Asset Management, Corporate Actions, Derivatives, Investments, Risk Management, Middle Office, Investment Management, Financial Services, Fund Administration
Education
Suffolk University - Sawyer Business School 2000 — 2005
MBA, Finance
Southern New Hampshire University 1993 — 1996
BA, Business Administration
Douglas McDowell's Manulife Asset Management Experience March 2014 - Present
Job Head of IT Asia at Manulife Asset Management
Industry Financial Services
Experience
Manulife Asset Management March 2014 - Present
AllianceBernstein October 2000 - February 2014
Priceline Webhouse Club August 2000 - October 2000
Paros Business Partners May 1997 - August 2000
NewMedia March 1996 - May 1997
Gregory Pruden & Associates February 1995 - March 1996
Unlimited Solutions May 1994 - February 1995
Skills
Business Analysis, Fixed Income, Equities, SDLC, Derivatives, Trading Systems, Vendor Management, Management, Asset Management, Requirements Gathering
Education
Otterbein University 1990 — 1994
BS, Computer Science
Manulife Asset Management March 2014 - Present
AllianceBernstein October 2000 - February 2014
Priceline Webhouse Club August 2000 - October 2000
Paros Business Partners May 1997 - August 2000
NewMedia March 1996 - May 1997
Gregory Pruden & Associates February 1995 - March 1996
Unlimited Solutions May 1994 - February 1995
Skills
Business Analysis, Fixed Income, Equities, SDLC, Derivatives, Trading Systems, Vendor Management, Management, Asset Management, Requirements Gathering
Education
Otterbein University 1990 — 1994
BS, Computer Science
Kate McCloskey's Manulife Asset Management Experience 2014 - 2015
Job Director Strategic Front Office Solutions at Manulife
Industry Financial Services
Experience
Manulife 2015 - Present
Manulife Asset Management 2014 - 2015
Manulife Asset Management 2004 - 2014
JPMorgan Chase 2003 - 2004
HighMark Capital Management 1999 - 2002
Visa 1998 - 1999
Skills
Asset Managment, Bloomberg, Fixed Income, Equities, Mutual Funds, Trading, Investment Strategies, Asset Management, Wealth Management, Investments, Securities, Asset Allocation, Risk Management
Education
University of San Francisco 1999 — 2003
MBA, Finance
University of Arizona 1993 — 1997
BS, Accounting & Finance
Manulife 2015 - Present
Manulife Asset Management 2014 - 2015
Manulife Asset Management 2004 - 2014
JPMorgan Chase 2003 - 2004
HighMark Capital Management 1999 - 2002
Visa 1998 - 1999
Skills
Asset Managment, Bloomberg, Fixed Income, Equities, Mutual Funds, Trading, Investment Strategies, Asset Management, Wealth Management, Investments, Securities, Asset Allocation, Risk Management
Education
University of San Francisco 1999 — 2003
MBA, Finance
University of Arizona 1993 — 1997
BS, Accounting & Finance
Anitha Bala's Manulife Asset Management Experience January 2015 - Present
Job Sr. Project Manager at Manulife Financial/John Hancock
Industry Financial Services
Experience
Manulife Asset Management January 2015 - Present
Fidelity Investments February 2007 - January 2015
Manulife Asset Management April 2005 - February 2007
Skills
Strategy, SDLC, Business Requirements, Program Management, Business Analysis, Oracle, Agile Project Management, Agile Methodologies, IT Strategy, Requirements Analysis, Six Sigma, SQL, Enterprise Architecture, Project Management, Data Analysis, Integration, Software Project..., Requirements Gathering
Education
Massachusetts Institute of Technology
Master of Science (M.S.), Design and Management
Suffolk University - Sawyer Business School
Master of Science (M.S.), Finance, General
Manulife Asset Management January 2015 - Present
Fidelity Investments February 2007 - January 2015
Manulife Asset Management April 2005 - February 2007
Skills
Strategy, SDLC, Business Requirements, Program Management, Business Analysis, Oracle, Agile Project Management, Agile Methodologies, IT Strategy, Requirements Analysis, Six Sigma, SQL, Enterprise Architecture, Project Management, Data Analysis, Integration, Software Project..., Requirements Gathering
Education
Massachusetts Institute of Technology
Master of Science (M.S.), Design and Management
Suffolk University - Sawyer Business School
Master of Science (M.S.), Finance, General
Chuck Tomes's Manulife Asset Management Experience June 2013 - Present
Job Trader at Manulife Asset Management
Industry Financial Services
Experience
Manulife Asset Management June 2013 - Present
John Hancock Funds November 2010 - June 2013
- July 2008 - October 2010
Skills
Series 7, Series 63, Financial Analysis, Mutual Funds, Investments
Education
Northeastern University 2002 — 2006
Business, Finance
Manulife Asset Management June 2013 - Present
John Hancock Funds November 2010 - June 2013
- July 2008 - October 2010
Skills
Series 7, Series 63, Financial Analysis, Mutual Funds, Investments
Education
Northeastern University 2002 — 2006
Business, Finance
Heather Justason's Manulife Asset Management Experience December 2013 - Present
Job Compliance Director at Manulife Financial
Industry Financial Services
Experience
Manulife Asset Management December 2013 - Present
John Hancock Financial Services January 1997 - December 2013
Skills
Financial Services, Risk Management, Mutual Funds, Insurance, Investments, Securities, Wealth Management, Series 63, Process Improvement, Business Analysis, Asset Management, Legal Compliance, Separately Managed...
Education
Bramalea Secondary School
University of Pennsylvania - The Wharton School
York University
HBA, English
Manulife Asset Management December 2013 - Present
John Hancock Financial Services January 1997 - December 2013
Skills
Financial Services, Risk Management, Mutual Funds, Insurance, Investments, Securities, Wealth Management, Series 63, Process Improvement, Business Analysis, Asset Management, Legal Compliance, Separately Managed...
Education
Bramalea Secondary School
University of Pennsylvania - The Wharton School
York University
HBA, English
David Scoon's Manulife Asset Management Experience 2007 - 2014
Job Chief Operating Officer at Huang & Associates Analytics Inc.
Industry Financial Services
Experience
Huang & Associates Analytics Inc. May 2015 - Present
Manulife Asset Management 2007 - 2014
FIdelity Investments Canada Ltd. 2001 - 2006
Scotia Cassels Investment Counsel Limited 1999 - 2001
Frank Russell Canada Ltd. 1995 - 1999
Education
Ivey Business School at Western University
MBA
McMaster University
Bachelor's Degree, Psychology
Huang & Associates Analytics Inc. May 2015 - Present
Manulife Asset Management 2007 - 2014
FIdelity Investments Canada Ltd. 2001 - 2006
Scotia Cassels Investment Counsel Limited 1999 - 2001
Frank Russell Canada Ltd. 1995 - 1999
Education
Ivey Business School at Western University
MBA
McMaster University
Bachelor's Degree, Psychology
Jose Saracut, CFA, FRM's Manulife Asset Management Experience March 2015 - Present
Job Managing Director, Fixed Income Credit at Manulife Asset Management
Industry Financial Services
Experience
Manulife Asset Management March 2015 - Present
HEC Montreal 2012 - Present
Standard Life Investments December 2010 - February 2015
SNC Lavalin Group January 2008 - November 2010
Bombardier Aerospace October 2005 - January 2008
Skills
Bloomberg, Fixed Income, Derivatives, Portfolio Management, Financial Modeling, Capital Markets, Financial Analysis, Investments, Corporate Finance, Valuation, Market Risk, Equities, Finance, Risk Management, Treasury, Financial Markets, Business Analysis, Financial Services
Education
Canadian Securities Institute
Technical Analysis course
University of California, Berkeley - Walter A. Haas School of Business 2001 — 2002
Graduate Finance, Finance
Universidad Torcuato di Tella 1997 — 2000
BA, Economics
FFAA
FFAA
Jefferson Community College
Jefferson Community College
Manulife Asset Management March 2015 - Present
HEC Montreal 2012 - Present
Standard Life Investments December 2010 - February 2015
SNC Lavalin Group January 2008 - November 2010
Bombardier Aerospace October 2005 - January 2008
Skills
Bloomberg, Fixed Income, Derivatives, Portfolio Management, Financial Modeling, Capital Markets, Financial Analysis, Investments, Corporate Finance, Valuation, Market Risk, Equities, Finance, Risk Management, Treasury, Financial Markets, Business Analysis, Financial Services
Education
Canadian Securities Institute
Technical Analysis course
University of California, Berkeley - Walter A. Haas School of Business 2001 — 2002
Graduate Finance, Finance
Universidad Torcuato di Tella 1997 — 2000
BA, Economics
FFAA
FFAA
Jefferson Community College
Jefferson Community College
Andrew Moylan's Manulife Asset Management Experience July 2015 - Present
Job Supervisor Manulife Asset Management
Industry Financial Services
Experience
Manulife Asset Management July 2015 - Present
Boston Beer Company July 2006 - Present
Manulife Asset Management November 2013 - July 2015
State Street January 2008 - November 2013
Skills
Bloomberg, Microsoft Excel, Fund Accounting, Equities, Mutual Funds, Finance, Investment Operations, ETFs, Fixed Income, Public Speaking, Securities, Financial Modeling, Financial Services, Accounting, Asset Management
Education
Northeastern University 2002 — 2007
Business
Manulife Asset Management July 2015 - Present
Boston Beer Company July 2006 - Present
Manulife Asset Management November 2013 - July 2015
State Street January 2008 - November 2013
Skills
Bloomberg, Microsoft Excel, Fund Accounting, Equities, Mutual Funds, Finance, Investment Operations, ETFs, Fixed Income, Public Speaking, Securities, Financial Modeling, Financial Services, Accounting, Asset Management
Education
Northeastern University 2002 — 2007
Business
Thomas Goggins's Manulife Asset Management Experience 2009 - Present
Job Investment Professional
Industry Investment Management
Experience
Manulife Asset Management 2009 - Present
Fontana Capital 2005 - 2009
SAC Capital Advisors 2004 - 2005
John Hancock Advisors 1998 - 2003
John Hancock Advisors 1995 - 1997
Putnam Investments 1993 - 1995
Transamerica Investments 1989 - 1993
Education
Northwestern University - Kellogg School of Management
MBA, Finance, Accounting
University of Wisconsin-Madison
BBA, Finance
Manulife Asset Management 2009 - Present
Fontana Capital 2005 - 2009
SAC Capital Advisors 2004 - 2005
John Hancock Advisors 1998 - 2003
John Hancock Advisors 1995 - 1997
Putnam Investments 1993 - 1995
Transamerica Investments 1989 - 1993
Education
Northwestern University - Kellogg School of Management
MBA, Finance, Accounting
University of Wisconsin-Madison
BBA, Finance
Richard Cortese's Manulife Asset Management Experience August 2009 - Present
Job Managing Director, Canadian Fixed Income at Manulife Asset Management
Industry Investment Management
Experience
Manulife Asset Management August 2009 - Present
ING Investment Management June 2007 - January 2009
Skills
Portfolio Management, Fixed Income, Capital Markets, Equities, Investment Strategies, Asset Managment, Credit, Bloomberg, Investment Management, Financial Modeling, Mutual Funds, Asset Management
Education
Queen's University 1978 — 1980
MBA, Finance
Western University 1973 — 1978
Bsc.(hon), chemistry
CFA Institute
CFA Charterholder
Manulife Asset Management August 2009 - Present
ING Investment Management June 2007 - January 2009
Skills
Portfolio Management, Fixed Income, Capital Markets, Equities, Investment Strategies, Asset Managment, Credit, Bloomberg, Investment Management, Financial Modeling, Mutual Funds, Asset Management
Education
Queen's University 1978 — 1980
MBA, Finance
Western University 1973 — 1978
Bsc.(hon), chemistry
CFA Institute
CFA Charterholder
Doug McGraw's Manulife Asset Management Experience March 2013 - Present
Job Portfolio Manager at Manulife Asset Management
Industry Investment Management
Experience
Manulife Asset Management March 2013 - Present
Invesco Ltd. December 2009 - March 2013
Morgan Stanley Investment Management 2003 - 2008
Morgan Stanley Investment Management 2001 - 2003
Peace Corps 1999 - 1999
Peace Corps 1996 - 1998
Education
University of Notre Dame - Mendoza College of Business 1999 — 2001
MBA, Investments
Miami University 1990 — 1994
B.S., Finance
Manulife Asset Management March 2013 - Present
Invesco Ltd. December 2009 - March 2013
Morgan Stanley Investment Management 2003 - 2008
Morgan Stanley Investment Management 2001 - 2003
Peace Corps 1999 - 1999
Peace Corps 1996 - 1998
Education
University of Notre Dame - Mendoza College of Business 1999 — 2001
MBA, Investments
Miami University 1990 — 1994
B.S., Finance
Jeremy Hulme's Manulife Asset Management Experience March 2012 - Present
Job Managing Director at Manulife Asset Management
Industry Financial Services
Experience
Manulife Asset Management March 2012 - Present
Manulife Asset Management September 2010 - February 2012
JPMorgan Chase January 2010 - July 2010
JPMorgan Chase October 2006 - January 2010
JPMorgan Chase January 2005 - October 2006
JPMorgan Chase February 2002 - December 2004
JPMorgan Chase October 1997 - January 2002
Skills
Business Requirements, SDLC, Derivatives, Software Project..., FX Options, Business Analysis, Vendor Management, Investment Banking, Requirements Gathering, Analysis
Education
University of Oxford
DPhil, Theoretical Quantum Mechanics
University of Nottingham 1990 — 1993
BSc, Chemistry and Molecular Physics
Manulife Asset Management March 2012 - Present
Manulife Asset Management September 2010 - February 2012
JPMorgan Chase January 2010 - July 2010
JPMorgan Chase October 2006 - January 2010
JPMorgan Chase January 2005 - October 2006
JPMorgan Chase February 2002 - December 2004
JPMorgan Chase October 1997 - January 2002
Skills
Business Requirements, SDLC, Derivatives, Software Project..., FX Options, Business Analysis, Vendor Management, Investment Banking, Requirements Gathering, Analysis
Education
University of Oxford
DPhil, Theoretical Quantum Mechanics
University of Nottingham 1990 — 1993
BSc, Chemistry and Molecular Physics
Bill Fitzpatrick, CFA's Manulife Asset Management Experience 2004 - Present
Job Global Equity Analyst at Manulife Asset Management
Industry Investment Management
Experience
Manulife Asset Management 2004 - Present
Members United Corporate FCU 2003 - 2004
Skills
Fixed Income, Financial Modeling, Bloomberg, Portfolio Management, Mutual Funds, Equity Valuation, Equities, Derivatives, Financial Analysis, Capital Markets, Asset Allocation, Investments, Financial Services, Valuation, Investment Banking, Asset Managment, Equity Research
Education
University of Notre Dame - Mendoza College of Business 2002 — 2003
MBA, Investment Management
Villanova University 1993 — 1997
BSBA, Finance
Loyola Academy
Manulife Asset Management 2004 - Present
Members United Corporate FCU 2003 - 2004
Skills
Fixed Income, Financial Modeling, Bloomberg, Portfolio Management, Mutual Funds, Equity Valuation, Equities, Derivatives, Financial Analysis, Capital Markets, Asset Allocation, Investments, Financial Services, Valuation, Investment Banking, Asset Managment, Equity Research
Education
University of Notre Dame - Mendoza College of Business 2002 — 2003
MBA, Investment Management
Villanova University 1993 — 1997
BSBA, Finance
Loyola Academy
Evita Stoltzmann's Manulife Asset Management Experience April 2008 - July 2013
Job
Industry Investment Management
Experience
Fidelity Investments August 2013 - Present
Manulife Asset Management April 2008 - July 2013
State Street July 2003 - March 2008
Education
University of Massachusetts, Amherst
Bachelor of Arts (B.A.)
Fidelity Investments August 2013 - Present
Manulife Asset Management April 2008 - July 2013
State Street July 2003 - March 2008
Education
University of Massachusetts, Amherst
Bachelor of Arts (B.A.)
Ndeye Gnagna Ndoye, MBA, CRM's Manulife Asset Management Experience March 2011 - Present
Job Analyst, Business Management at Manulife Asset Management
Industry Financial Services
Experience
Manulife Asset Management March 2011 - Present
Standard Life Assurance August 2009 - March 2011
RBC Investments November 2008 - August 2009
Pan American Health Organization January 2007 - May 2007
Skills
Management, Accounting, Process Improvement, Business Analysis, Finance, Leadership, Training, Investments, Business Development, Project Management, Risk Management, Financial Analysis, Microsoft Office, Analysis, Business Strategy
Education
University of Toronto 2014 — 2015
Certificate, Project Management
CSI 2012 — 2013
CSC - Canadian Secities Courses
Mc Gill University 2011 — 2012
CRM Certificate, Canadian Risk Management
University of Baltimore 2005 — 2006
MBA, International Business
Oklahoma State University 2000 — 2004
B.S., Management Information Systems
Manulife Asset Management March 2011 - Present
Standard Life Assurance August 2009 - March 2011
RBC Investments November 2008 - August 2009
Pan American Health Organization January 2007 - May 2007
Skills
Management, Accounting, Process Improvement, Business Analysis, Finance, Leadership, Training, Investments, Business Development, Project Management, Risk Management, Financial Analysis, Microsoft Office, Analysis, Business Strategy
Education
University of Toronto 2014 — 2015
Certificate, Project Management
CSI 2012 — 2013
CSC - Canadian Secities Courses
Mc Gill University 2011 — 2012
CRM Certificate, Canadian Risk Management
University of Baltimore 2005 — 2006
MBA, International Business
Oklahoma State University 2000 — 2004
B.S., Management Information Systems
Mark Bankay's Manulife Asset Management Experience July 2013 - Present
Job Managing Director, Product Development North America at Manulife Asset Management
Industry Financial Services
Experience
Manulife Asset Management July 2013 - Present
Manulife Asset Management January 2011 - July 2013
Hartford Investments January 2008 - January 2011
AGF Management Limited January 2006 - January 2008
Fidelity Investments April 2001 - January 2006
Russell Investments July 1997 - July 2000
Canada Trust November 1993 - July 1997
Education
McMaster University
Manulife Asset Management July 2013 - Present
Manulife Asset Management January 2011 - July 2013
Hartford Investments January 2008 - January 2011
AGF Management Limited January 2006 - January 2008
Fidelity Investments April 2001 - January 2006
Russell Investments July 1997 - July 2000
Canada Trust November 1993 - July 1997
Education
McMaster University
Christopher N. Smith, CFA's Manulife Asset Management Experience January 2012 - Present
Job Fixed Income Portfolio Specialist at Manulife Asset Management
Industry Investment Management
Experience
Manulife Asset Management January 2012 - Present
Pioneer Investment Management Inc October 2010 - January 2012
State Street Global Services June 2008 - October 2010
Merrimack College Finance Department October 2007 - June 2008
Putnam Investments June 2005 - September 2005
Skills
Fixed Income, Capital Markets, Finance, Bloomberg, Investments, Portfolio Management, Financial Modeling, Financial Analysis, Microsoft Excel, Equities, Microsoft Office, Financial Services
Education
Merrimack College 2004 — 2008
BS, Finance
Merrimack College 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Manulife Asset Management January 2012 - Present
Pioneer Investment Management Inc October 2010 - January 2012
State Street Global Services June 2008 - October 2010
Merrimack College Finance Department October 2007 - June 2008
Putnam Investments June 2005 - September 2005
Skills
Fixed Income, Capital Markets, Finance, Bloomberg, Investments, Portfolio Management, Financial Modeling, Financial Analysis, Microsoft Excel, Equities, Microsoft Office, Financial Services
Education
Merrimack College 2004 — 2008
BS, Finance
Merrimack College 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Scott Warlow's Manulife Asset Management Experience October 2002 - December 2011
Job Manager, Economic and Financial Market Forecasts
Industry Investment Management
Experience
Canada Pension Plan Investment Board December 2011 - Present
York University September 1999 - Present
Manulife Asset Management October 2002 - December 2011
Education
York University 1997 — 2001
A.B.D., Finance
Institute for Computer Studies 1995 — 1995
Diploma, Computer Programing and Systems Analysis
University of Toronto 1987 — 1993
Ph.D., Mathematical Physics
University of Toronto 1985 — 1987
M.Sc., Applied Mathematics
University of Guelph 1982 — 1985
Honours B.Sc., Theoretical Physics
Canada Pension Plan Investment Board December 2011 - Present
York University September 1999 - Present
Manulife Asset Management October 2002 - December 2011
Education
York University 1997 — 2001
A.B.D., Finance
Institute for Computer Studies 1995 — 1995
Diploma, Computer Programing and Systems Analysis
University of Toronto 1987 — 1993
Ph.D., Mathematical Physics
University of Toronto 1985 — 1987
M.Sc., Applied Mathematics
University of Guelph 1982 — 1985
Honours B.Sc., Theoretical Physics
Wayne Dolly's Manulife Asset Management Experience June 2003 - February 2005
Job Investment Professional
Industry Banking
Experience
Consulting June 2005 - Present
Manulife Asset Management June 2003 - February 2005
BDC January 2000 - February 2003
Skills
Portfolio Management, Investments, Financial Analysis, Strategy, Business Strategy, Strategic Planning, Management, Team Building, Risk Management
Education
McMaster University 1992 — 1994
MBA-Co-op, Investments/Finance
The University of Western Ontario 1988 — 1992
BSc., Mathematics and Statistics
Consulting June 2005 - Present
Manulife Asset Management June 2003 - February 2005
BDC January 2000 - February 2003
Skills
Portfolio Management, Investments, Financial Analysis, Strategy, Business Strategy, Strategic Planning, Management, Team Building, Risk Management
Education
McMaster University 1992 — 1994
MBA-Co-op, Investments/Finance
The University of Western Ontario 1988 — 1992
BSc., Mathematics and Statistics
Faisal Rahman, CFA's Manulife Asset Management Experience August 2001 - Present
Job Portfolio Manager at Manulife Asset Management
Industry Financial Services
Experience
Manulife Asset Management August 2001 - Present
Education
McMaster University 1991 — 1995
Hons B. Comm, Finance
Waterloo Collegiate Institute 1986 — 1991
Manulife Asset Management August 2001 - Present
Education
McMaster University 1991 — 1995
Hons B. Comm, Finance
Waterloo Collegiate Institute 1986 — 1991
Gina Callahan's Manulife Asset Management Experience May 2006 - Present
Job Data Steward at Manulife Asset Management
Industry Financial Services
Experience
Manulife Asset Management May 2006 - Present
Computershare (formerly EquiServe) January 1997 - December 2005
Boston EquiServe January 1995 - January 1997
Bank of Boston, Shareholder Services January 1993 - January 1995
Bank of Boston, Shareholder Services January 1991 - January 1993
Bank of Boston, Shareholder Services January 1989 - January 1991
Skills
Financial Risk, Business Analysis, Requirements Gathering, SDLC, Management, Risk Management, Fixed Income, Process Improvement, Mergers, Mutual Funds, Vendor Management, Financial Services, Data Analysis
Education
Providence College 1980 — 1983
BS, Business Management
Manulife Asset Management May 2006 - Present
Computershare (formerly EquiServe) January 1997 - December 2005
Boston EquiServe January 1995 - January 1997
Bank of Boston, Shareholder Services January 1993 - January 1995
Bank of Boston, Shareholder Services January 1991 - January 1993
Bank of Boston, Shareholder Services January 1989 - January 1991
Skills
Financial Risk, Business Analysis, Requirements Gathering, SDLC, Management, Risk Management, Fixed Income, Process Improvement, Mergers, Mutual Funds, Vendor Management, Financial Services, Data Analysis
Education
Providence College 1980 — 1983
BS, Business Management
Adam Anastas's Manulife Asset Management Experience December 2013 - Present
Job Senior Performance Analyst at Manulife Asset Management
Industry Financial Services
Experience
Manulife Asset Management December 2013 - Present
John Hancock Investments April 2013 - December 2013
John Hancock Investments November 2008 - March 2013
Fidelity Investments June 2007 - October 2008
Skills
Risk Models, Asset Allocation, Investment Strategies, Equities, Mutual Funds, Fixed Income, Morningstar Direct, Performance Reporting, Investments, Hedge Funds, Investment Management, Securities
Education
Roger Williams University 2003 — 2007
Bachelor, Finance
Manulife Asset Management December 2013 - Present
John Hancock Investments April 2013 - December 2013
John Hancock Investments November 2008 - March 2013
Fidelity Investments June 2007 - October 2008
Skills
Risk Models, Asset Allocation, Investment Strategies, Equities, Mutual Funds, Fixed Income, Morningstar Direct, Performance Reporting, Investments, Hedge Funds, Investment Management, Securities
Education
Roger Williams University 2003 — 2007
Bachelor, Finance
Niraj Parikh's Manulife Asset Management Experience November 2014 - Present
Job Implementation Analyst at Manulife Asset Management
Industry Financial Services
Experience
Manulife Asset Management November 2014 - Present
BMO Capital Markets August 2013 - February 2014
RBC Investor Services July 2006 - August 2013
ING Bank of Canada January 2006 - June 2006
K N Financial September 2001 - April 2005
CIFCO Finance Ltd 1994 - 1997
CIFCO Finance Ltd 1994 - 1997
Skills
Dynamic, Investment Products, Client Services, Corporate Actions, Bloomberg, Mutual Funds, Securities, Derivatives, Bonds, Asset Management, Data Analysis, Business Analysis, Asset Allocation, Banking, Investment Banking, Reconciliations, Securitries Analysis, Fixed Income, Financial Services, Financial Modeling
Education
Canadian Career College 2014 — 2014
Certifincation, Six Sigma Green Belt and PMP - Preparation Course and PDU Credit
Canadian Securities Institute 2010 — 2010
CSC (Canadian Securities Course), Investments and Securities
The Maharaja Sayajirao University of Baroda 1996 — 1997
Diploma, Financial Management
The Maharaja Sayajirao University of Baroda 1989 — 1992
Bachelor's Degree, Business/Commerce, General
Manulife Asset Management November 2014 - Present
BMO Capital Markets August 2013 - February 2014
RBC Investor Services July 2006 - August 2013
ING Bank of Canada January 2006 - June 2006
K N Financial September 2001 - April 2005
CIFCO Finance Ltd 1994 - 1997
CIFCO Finance Ltd 1994 - 1997
Skills
Dynamic, Investment Products, Client Services, Corporate Actions, Bloomberg, Mutual Funds, Securities, Derivatives, Bonds, Asset Management, Data Analysis, Business Analysis, Asset Allocation, Banking, Investment Banking, Reconciliations, Securitries Analysis, Fixed Income, Financial Services, Financial Modeling
Education
Canadian Career College 2014 — 2014
Certifincation, Six Sigma Green Belt and PMP - Preparation Course and PDU Credit
Canadian Securities Institute 2010 — 2010
CSC (Canadian Securities Course), Investments and Securities
The Maharaja Sayajirao University of Baroda 1996 — 1997
Diploma, Financial Management
The Maharaja Sayajirao University of Baroda 1989 — 1992
Bachelor's Degree, Business/Commerce, General
Terence McCubbin's Manulife Asset Management Experience February 2012 - Present
Job Global Head of Investment Valuations at Manulife Asset Management
Industry Investment Management
Experience
Manulife Asset Management February 2012 - Present
Declaration Management & Research April 2008 - February 2012
ASB Capital Management February 2004 - April 2008
Allfirst Trust Company 1996 - 1999
Allfirst Trust Company 1996 - 1999
Education
The George Washington University 1997 — 1999
Master of Science (MS), Finance, General
Salisbury University 1990 — 1994
Bachelor of Science (BS), Finance, General
Manulife Asset Management February 2012 - Present
Declaration Management & Research April 2008 - February 2012
ASB Capital Management February 2004 - April 2008
Allfirst Trust Company 1996 - 1999
Allfirst Trust Company 1996 - 1999
Education
The George Washington University 1997 — 1999
Master of Science (MS), Finance, General
Salisbury University 1990 — 1994
Bachelor of Science (BS), Finance, General
Janis Largesse's Manulife Asset Management Experience 1982 - 2014
Job Investment Management Professional
Industry Investment Management
Experience
Manulife Asset Management 1982 - 2014
Education
Nichols College 1978 — 1982
Bachelor of Science (BS), Accounting
Manulife Asset Management 1982 - 2014
Education
Nichols College 1978 — 1982
Bachelor of Science (BS), Accounting
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY