Massachusetts Financial Services
Industry: Investment management company
DescriptionMFS Investment Management is an American-based global investment manager, formerly known as Massachusetts Financial Services. Founded in 1924, MFS is one of the oldest asset management companies in the world and has been credited with pioneering the mutual fund. Assets under management: 448.7 billion USD (April 30, 2017) CEO: Robert J Manning (2004–) Headquarters: Boston, MA Parent organization: Sun Life Financial
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Massachusetts Financial Services Employees
Employee
Years
Job
Industry
Rosaly Quinones-Doyle Rosaly Quinones-Doyle's Massachusetts Financial Services Experience September 1989 - September 1994
Job Financial Services Professional
Industry Financial Services
Experience
Jennison Associates July 2012 - Present
Evercore Asset Management February 2009 - November 2011
AG Asset Management May 2006 - January 2009
ForstmannLeff Associates July 2004 - April 2006
Schroder Investment Management September 1994 - June 2004
Massachusetts Financial Services September 1989 - September 1994
MFS Investment Management 1989 - 1994
Skills
Office Management, Microsoft Word, Microsoft Excel, Event Planning, PowerPoint, Sales, Process Scheduler, Recruiting, Data Entry, Human Resources, Microsoft PowerPoint, Travel Management, Executive Calendar..., Satuit: Client..., Concur: Travel and..., Customer Service, Outlook, Management, Microsoft Office
Education
Bay Path College 2012 — 2014
Associates, Business Administration and Management, General
Jennison Associates July 2012 - Present
Evercore Asset Management February 2009 - November 2011
AG Asset Management May 2006 - January 2009
ForstmannLeff Associates July 2004 - April 2006
Schroder Investment Management September 1994 - June 2004
Massachusetts Financial Services September 1989 - September 1994
MFS Investment Management 1989 - 1994
Skills
Office Management, Microsoft Word, Microsoft Excel, Event Planning, PowerPoint, Sales, Process Scheduler, Recruiting, Data Entry, Human Resources, Microsoft PowerPoint, Travel Management, Executive Calendar..., Satuit: Client..., Concur: Travel and..., Customer Service, Outlook, Management, Microsoft Office
Education
Bay Path College 2012 — 2014
Associates, Business Administration and Management, General
Robin Swayze Robin Swayze's Massachusetts Financial Services Experience August 1983 - December 1988
Job Personal chef, prep cook, writer/blogger
Industry Restaurants
Experience
The Market Restaurant June 2012 - Present
52restaurants52weeks.com October 2009 - Present
Americas Test Kitchen March 2014 - June 2014
Ballymaloe Cookery School January 2014 - March 2014
Chez Panisse Cafe January 2013 - March 2013
Massachusetts Financial Services August 1983 - December 1988
Fidelity Investments September 1981 - June 1984
Skills
Cooking, writing and..., Event Management, Social Media, Public Speaking, Fundraising, Marketing, Social Media Marketing, Strategic Planning, Editing, Research, Cooking, Management, Facebook
Education
Cambridge School of Culinary Arts 2012 — 2013
Professional Chef Program, Professional Chef Program
Bowdoin College 1977 — 1981
Bachelor's degree, Economics
Serve Safe Certificate
BA
Kent Place School
High School
The Market Restaurant June 2012 - Present
52restaurants52weeks.com October 2009 - Present
Americas Test Kitchen March 2014 - June 2014
Ballymaloe Cookery School January 2014 - March 2014
Chez Panisse Cafe January 2013 - March 2013
Massachusetts Financial Services August 1983 - December 1988
Fidelity Investments September 1981 - June 1984
Skills
Cooking, writing and..., Event Management, Social Media, Public Speaking, Fundraising, Marketing, Social Media Marketing, Strategic Planning, Editing, Research, Cooking, Management, Facebook
Education
Cambridge School of Culinary Arts 2012 — 2013
Professional Chef Program, Professional Chef Program
Bowdoin College 1977 — 1981
Bachelor's degree, Economics
Serve Safe Certificate
BA
Kent Place School
High School
Dana Richard MacKinnon Dana Richard MacKinnon's Massachusetts Financial Services Experience June 2004 - August 2004
Job Vice President
Industry Banking
Experience
Sumitomo Mitsui Banking Corporation January 2015 - Present
China Construction Bank June 2011 - January 2015
Bank of Tokyo Mitsubishi UFJ July 2007 - May 2011
EF Education April 2007 - June 2007
D-Mac Consulting November 2006 - April 2007
Baring Asset Management June 2005 - August 2005
Massachusetts Financial Services June 2004 - August 2004
Kanazawa Institute of Technology April 1996 - March 2002
Skills
Credit Analysis, Trade Finance, Risk Management, Teaching, Japanese, Equity Research, Private Equity, Finance, Portfolio Management, Loans, Credit Risk, Credit, Management, Equities, Financial Analysis, Valuation, Financial Risk, Project Finance
Education
Thunderbird School of Global Management 2003 — 2005
MBA, Finance, 3.2
Middlebury College 2003 — 2004
Summer Program, Japanese Language Studies
Saint Michael's College 1994 — 1995
MA, Applied Linguistics
University of Massachusetts, Amherst 1989 — 1992
BA, Philosophy, 3.3
Stonehill College 1988 — 1989
Sumitomo Mitsui Banking Corporation January 2015 - Present
China Construction Bank June 2011 - January 2015
Bank of Tokyo Mitsubishi UFJ July 2007 - May 2011
EF Education April 2007 - June 2007
D-Mac Consulting November 2006 - April 2007
Baring Asset Management June 2005 - August 2005
Massachusetts Financial Services June 2004 - August 2004
Kanazawa Institute of Technology April 1996 - March 2002
Skills
Credit Analysis, Trade Finance, Risk Management, Teaching, Japanese, Equity Research, Private Equity, Finance, Portfolio Management, Loans, Credit Risk, Credit, Management, Equities, Financial Analysis, Valuation, Financial Risk, Project Finance
Education
Thunderbird School of Global Management 2003 — 2005
MBA, Finance, 3.2
Middlebury College 2003 — 2004
Summer Program, Japanese Language Studies
Saint Michael's College 1994 — 1995
MA, Applied Linguistics
University of Massachusetts, Amherst 1989 — 1992
BA, Philosophy, 3.3
Stonehill College 1988 — 1989
Kathy Galvin's Massachusetts Financial Services Experience January 1994 - January 1997
Job Learning Consultant
Industry Financial Services
Experience
John Hancock Retirement Plan Services May 2008 - Present
Saint John School September 2001 - May 2008
Benetemps January 1997 - September 2001
Massachusetts Financial Services January 1994 - January 1997
Skills
Employee Benefits, Defined Benefit, Management, Insurance, Teaching, Financial Services, Mutual Funds, Investments, Instructor-led Training, Pensions, Series 63, Securities, Retirement Planning, Program Management, Accounting
Education
Bentley University
Bachelor of Arts
Framingham State University
Masters, Education, Instructional Technology 2007
John Hancock Retirement Plan Services May 2008 - Present
Saint John School September 2001 - May 2008
Benetemps January 1997 - September 2001
Massachusetts Financial Services January 1994 - January 1997
Skills
Employee Benefits, Defined Benefit, Management, Insurance, Teaching, Financial Services, Mutual Funds, Investments, Instructor-led Training, Pensions, Series 63, Securities, Retirement Planning, Program Management, Accounting
Education
Bentley University
Bachelor of Arts
Framingham State University
Masters, Education, Instructional Technology 2007
Caroline Noschese Caroline Noschese's Massachusetts Financial Services Experience January 2004 - February 2006
Job Math TeacherTutor (512)
Industry Higher Education
Experience
Norwell, MA & Scituate, MA Public School Systems January 2012 - June 2014
Education Inc. October 2013 - April 2014
Smarties Tutoring Services March 2012 - June 2012
Boston Investment Staffing Group, Inc. July 2011 - December 2011
Congress Wealth Management October 2010 - July 2011
NewStar Financial, Inc. March 2007 - May 2010
Boston Networking Group February 2006 - February 2007
Massachusetts Financial Services January 2004 - February 2006
Skills
Teaching, Mathematics Education, Academic Tutoring, Passion for Quality, Customer Service, Passion for Helping..., Building Relationships, Strategic Human..., Highly skilled..., Program Management, Project Management, Team Management, Workforce Planning, Organizational..., Startup Development, From Conception to..., Sourcing, Recruiting, College Recruiting, Graduate Recruitment, Screening Resumes, Interviews, Hiring, Onboarding, Employee Training, New Hire Orientations, Coaching, Employee Management, Staff Supervision, Training, Performance Management, HR Policies, Succession Planning, Deferred Compensation, Resume Writing, Financial Services, CRM, Always Willing to Learn, Staff Development, Cold Calling, Staffing Services, Social Networking, Mutual Funds, Critical Thinking
Education
MTEL(09): High School Mathematics Certification Exam (9-12) 2015 — 2015
Massachusetts Educator Licensure Certification (MTEL); Mathematics (Grades 9-12), TBD
MTEL(47): Middle School Mathematics Certification Exam (5-8) (Test has been scheduled: 02/2015) 2015 — 2015
Mathematics Massachusetts Educator Licensure Certification (Grades 5-8)
*MTEL(01): Certified* 2012 — 2012
Communication & Literacy Teaching Certified
Suffolk University 2008 — 2009
Certificate
Fairfield University 1999 — 2003
Bachelor of Arts (BA)
Norwell, MA & Scituate, MA Public School Systems January 2012 - June 2014
Education Inc. October 2013 - April 2014
Smarties Tutoring Services March 2012 - June 2012
Boston Investment Staffing Group, Inc. July 2011 - December 2011
Congress Wealth Management October 2010 - July 2011
NewStar Financial, Inc. March 2007 - May 2010
Boston Networking Group February 2006 - February 2007
Massachusetts Financial Services January 2004 - February 2006
Skills
Teaching, Mathematics Education, Academic Tutoring, Passion for Quality, Customer Service, Passion for Helping..., Building Relationships, Strategic Human..., Highly skilled..., Program Management, Project Management, Team Management, Workforce Planning, Organizational..., Startup Development, From Conception to..., Sourcing, Recruiting, College Recruiting, Graduate Recruitment, Screening Resumes, Interviews, Hiring, Onboarding, Employee Training, New Hire Orientations, Coaching, Employee Management, Staff Supervision, Training, Performance Management, HR Policies, Succession Planning, Deferred Compensation, Resume Writing, Financial Services, CRM, Always Willing to Learn, Staff Development, Cold Calling, Staffing Services, Social Networking, Mutual Funds, Critical Thinking
Education
MTEL(09): High School Mathematics Certification Exam (9-12) 2015 — 2015
Massachusetts Educator Licensure Certification (MTEL); Mathematics (Grades 9-12), TBD
MTEL(47): Middle School Mathematics Certification Exam (5-8) (Test has been scheduled: 02/2015) 2015 — 2015
Mathematics Massachusetts Educator Licensure Certification (Grades 5-8)
*MTEL(01): Certified* 2012 — 2012
Communication & Literacy Teaching Certified
Suffolk University 2008 — 2009
Certificate
Fairfield University 1999 — 2003
Bachelor of Arts (BA)
Scott Hildreth Scott Hildreth's Massachusetts Financial Services Experience June 1988 - April 1994
Job SVP, Asset Allocation and Pyramis Technology at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2013 - April 2015
Fidelity Investments June 2012 - June 2013
Fidelity Investments August 2010 - June 2012
Fidelity Investments August 2007 - July 2010
Fidelity Investments December 2003 - July 2007
Wellington Management Company May 1994 - September 2003
Massachusetts Financial Services June 1988 - April 1994
Education
Northeastern University 1985 — 1990
BS, Computer Science
St. Bernard High School 1981 — 1985
Fidelity Investments June 2013 - April 2015
Fidelity Investments June 2012 - June 2013
Fidelity Investments August 2010 - June 2012
Fidelity Investments August 2007 - July 2010
Fidelity Investments December 2003 - July 2007
Wellington Management Company May 1994 - September 2003
Massachusetts Financial Services June 1988 - April 1994
Education
Northeastern University 1985 — 1990
BS, Computer Science
St. Bernard High School 1981 — 1985
Dave Riese Dave Riese's Massachusetts Financial Services Experience March 2000 - April 2012
Job Writer www.daveriese.com author of Echo from Mount Royal
Industry Writing and Editing
Experience
Self-employed May 2012 - Present
Massachusetts Financial Services March 2000 - April 2012
Skills
Blogging, Copy Editing, Creative Writing, Social Media, Editorial, Copywriting, Microsoft Excel, Writing, Business Analysis, Project Management, Management, SQL, Editing, Proofreading, Web Content, Databases, Marketing Communications
Education
Suffolk University 1979 — 1982
MBA
Boston University 1972 — 1974
Master of Science (MS), Broadcast Journalism
Bates College 1964 — 1968
Bachelor of Arts (B.A.), English Literature
Self-employed May 2012 - Present
Massachusetts Financial Services March 2000 - April 2012
Skills
Blogging, Copy Editing, Creative Writing, Social Media, Editorial, Copywriting, Microsoft Excel, Writing, Business Analysis, Project Management, Management, SQL, Editing, Proofreading, Web Content, Databases, Marketing Communications
Education
Suffolk University 1979 — 1982
MBA
Boston University 1972 — 1974
Master of Science (MS), Broadcast Journalism
Bates College 1964 — 1968
Bachelor of Arts (B.A.), English Literature
Amy Levitt Amy Levitt's Massachusetts Financial Services Experience October 2006 - June 2008
Job Senior Project Manager, PMP at Access Data (a Broadridge Company)
Industry Information Technology and Services
Experience
Access Data (a Broadridge Company) September 2013 - Present
Confluence Technologies November 2008 - September 2013
J.P. Morgan June 2008 - November 2008
Massachusetts Financial Services October 2006 - June 2008
MFS Investment Management June 2002 - October 2006
Investors Bank & Trust April 2001 - May 2002
National Investors Services Corp. October 2000 - March 2001
Skills
Mutual Funds, Business Analysis, Software Project..., Business Intelligence, Consulting, Business Process..., Process Improvement, Requirements Analysis, Requirements Gathering, Software Documentation, Management, Project Management
Education
University of Hartford 1996 — 2000
BS, Health Science and Business Management
Access Data (a Broadridge Company) September 2013 - Present
Confluence Technologies November 2008 - September 2013
J.P. Morgan June 2008 - November 2008
Massachusetts Financial Services October 2006 - June 2008
MFS Investment Management June 2002 - October 2006
Investors Bank & Trust April 2001 - May 2002
National Investors Services Corp. October 2000 - March 2001
Skills
Mutual Funds, Business Analysis, Software Project..., Business Intelligence, Consulting, Business Process..., Process Improvement, Requirements Analysis, Requirements Gathering, Software Documentation, Management, Project Management
Education
University of Hartford 1996 — 2000
BS, Health Science and Business Management
Chris Guerra's Massachusetts Financial Services Experience September 2000 - September 2002
Job
Industry Facilities Services
Experience
Frank I. Rounds Company July 2015 - Present
UniFirst Corporation August 2014 - July 2015
The Langham Boston February 2014 - August 2014
ING U.S. September 2010 - November 2012
NRG Services, INC August 2004 - July 2010
Frank I. Rounds Company June 2003 - May 2006
Massachusetts Financial Services September 2000 - September 2002
Skills
CMMS, SQL, Unix, Technical Support, IBM Websphere Commerce, webMethods, RSA Security, Troubleshooting, Microsoft SQL Server, Active Directory, Windows 7, Windows Server, Microsoft Office, Disaster Recovery, OS X, SharePoint, Windows XP Pro, Customer Service, Management, Problem Solving
Education
The Peterson School 2002 — 2005
Steam Engineering Certificate, Steam Engineering, 4.0
Boston University 1995 — 2000
N/A, Clinical Exercise Physiology & Psychology
Abington high School 1991 — 1995
Frank I. Rounds Company July 2015 - Present
UniFirst Corporation August 2014 - July 2015
The Langham Boston February 2014 - August 2014
ING U.S. September 2010 - November 2012
NRG Services, INC August 2004 - July 2010
Frank I. Rounds Company June 2003 - May 2006
Massachusetts Financial Services September 2000 - September 2002
Skills
CMMS, SQL, Unix, Technical Support, IBM Websphere Commerce, webMethods, RSA Security, Troubleshooting, Microsoft SQL Server, Active Directory, Windows 7, Windows Server, Microsoft Office, Disaster Recovery, OS X, SharePoint, Windows XP Pro, Customer Service, Management, Problem Solving
Education
The Peterson School 2002 — 2005
Steam Engineering Certificate, Steam Engineering, 4.0
Boston University 1995 — 2000
N/A, Clinical Exercise Physiology & Psychology
Abington high School 1991 — 1995
Marty Willis Marty Willis's Massachusetts Financial Services Experience 1982 - 1984
Job CMO Oppenheimerfunds
Industry Financial Services
Experience
BPA Worldwide 2013 - Present
OppenheimerFunds 2009 - Present
Sewanee:The University of the South 2009 - 2011
Sewanee:The University of the South 2004 - 2011
Fidelity investments 1984 - 2009
Massachusetts Financial Services 1982 - 1984
Skills
strategic marketing, Marketing, Business Strategy, Product Management, Social Media Marketing, Management, Social Media, Marketing Management, Sales Management, Investments, Segmentation, Market Research, Change Management, Email Marketing, Strategic Planning, Integrated Marketing, Competitive Analysis, Public Relations, Analytics, Strategy, Digital Media, Asset Allocation, Marketing Strategy, Financial Services, Asset Management, Strategic Partnerships, Leadership, Sales, Marketing Communications, Series 7
Education
Sewanee-The University of the South 1978 — 1982
BA, english
Marblehead high school 1974 — 1978
BPA Worldwide 2013 - Present
OppenheimerFunds 2009 - Present
Sewanee:The University of the South 2009 - 2011
Sewanee:The University of the South 2004 - 2011
Fidelity investments 1984 - 2009
Massachusetts Financial Services 1982 - 1984
Skills
strategic marketing, Marketing, Business Strategy, Product Management, Social Media Marketing, Management, Social Media, Marketing Management, Sales Management, Investments, Segmentation, Market Research, Change Management, Email Marketing, Strategic Planning, Integrated Marketing, Competitive Analysis, Public Relations, Analytics, Strategy, Digital Media, Asset Allocation, Marketing Strategy, Financial Services, Asset Management, Strategic Partnerships, Leadership, Sales, Marketing Communications, Series 7
Education
Sewanee-The University of the South 1978 — 1982
BA, english
Marblehead high school 1974 — 1978
David Zigas, CFA David Zigas, CFA's Massachusetts Financial Services Experience October 1993 - August 1994
Job Financial Communications
Industry Financial Services
Experience
Eaton Vance February 2012 - Present
John Hancock Asset Management November 2010 - February 2012
Financial Communications November 2009 - November 2010
BNY Mellon Asset Management January 2005 - November 2009
Standish Mellon Asset Management May 2000 - January 2005
Pioneer Investment Management July 1994 - May 2000
Massachusetts Financial Services October 1993 - August 1994
Published Image (Financial Marketing Vendor) October 1992 - August 1993
Miami Daily Business Review (Time Warner) January 1991 - October 1992
Business Week May 1987 - January 1991
Skills
White Papers, Writing, Research, Editing, Analysis, Thought Leadership, Financial Writing, Financial Communications, Business Writing, Investments, Corporate Communications
Education
State University of New York at Binghamton
BA, English/Journalism
Stuyvesant High School
Academic
Eaton Vance February 2012 - Present
John Hancock Asset Management November 2010 - February 2012
Financial Communications November 2009 - November 2010
BNY Mellon Asset Management January 2005 - November 2009
Standish Mellon Asset Management May 2000 - January 2005
Pioneer Investment Management July 1994 - May 2000
Massachusetts Financial Services October 1993 - August 1994
Published Image (Financial Marketing Vendor) October 1992 - August 1993
Miami Daily Business Review (Time Warner) January 1991 - October 1992
Business Week May 1987 - January 1991
Skills
White Papers, Writing, Research, Editing, Analysis, Thought Leadership, Financial Writing, Financial Communications, Business Writing, Investments, Corporate Communications
Education
State University of New York at Binghamton
BA, English/Journalism
Stuyvesant High School
Academic
Chuck Mangan's Massachusetts Financial Services Experience January 1996 - January 1997
Job A dedicated systems professional with extensive experience in the financial services industry
Industry Financial Services
Experience
ING (formerly CitiStreet) March 2004 - Present
Investors Bank & Trust (initially as CIBER Consultant and became a full time employee) May 2002 - March 2004
Basis Technology January 2001 - September 2001
KPMG January 2000 - December 2000
Pioneer Investments 1997 - 2000
Massachusetts Financial Services January 1996 - January 1997
Pioneer Investments January 1995 - January 1996
Pioneer Investments January 1992 - January 1995
Pioneer Investments January 1991 - January 1992
Skills
Business Analysis, Requirements Analysis, Analysis, Program Management, Databases, SDLC, Mutual Funds, Requirements Gathering, SQL, Project Management, Quality Assurance, Software Documentation, User Acceptance Testing, Systems Analysis, Business Requirements
Education
Boston University
Boston University
BS, Programming Languages/Business Systems Analysis
ING (formerly CitiStreet) March 2004 - Present
Investors Bank & Trust (initially as CIBER Consultant and became a full time employee) May 2002 - March 2004
Basis Technology January 2001 - September 2001
KPMG January 2000 - December 2000
Pioneer Investments 1997 - 2000
Massachusetts Financial Services January 1996 - January 1997
Pioneer Investments January 1995 - January 1996
Pioneer Investments January 1992 - January 1995
Pioneer Investments January 1991 - January 1992
Skills
Business Analysis, Requirements Analysis, Analysis, Program Management, Databases, SDLC, Mutual Funds, Requirements Gathering, SQL, Project Management, Quality Assurance, Software Documentation, User Acceptance Testing, Systems Analysis, Business Requirements
Education
Boston University
Boston University
BS, Programming Languages/Business Systems Analysis
Dan Reynolds, CFA Dan Reynolds, CFA's Massachusetts Financial Services Experience December 1993 - July 1995
Job Financial Solutions & Product Management Professional
Industry Financial Services
Experience
State Street Global Markets January 2011 - Present
Fidelity Investments / National Financial 2006 - 2010
Fidelity Investments / National Financial July 2002 - February 2006
Fidelity Investments / Institutional Brokerage Group September 1999 - June 2002
Fidelity Investments / Institutional Brokerage Group October 1997 - August 1999
Fidelity Investments / Institutional Brokerage Group January 1997 - September 1997
Fidelity Investments / Retail Brokerage Group August 1996 - December 1996
Fidelity Investments / Retail Brokerage Group August 1995 - July 1996
Massachusetts Financial Services December 1993 - July 1995
Skills
CRM, Contract Negotiation, Due Diligence, Equities, Financial Services, Fixed Income, Integration, Investments, Leadership, Management, Mergers, Mutual Funds, Portfolio Management, Process Improvement, Product Development, Product Management, Program Management, Risk Management, Strategic Financial..., Vendor Management, Strategic Planning, Asset Allocation, Relationship Management, Wealth Management, Series 63, Series 7, Trading, Securities
Education
Denison University 1989 — 1993
BA, Economics, Art & Design
State Street Global Markets January 2011 - Present
Fidelity Investments / National Financial 2006 - 2010
Fidelity Investments / National Financial July 2002 - February 2006
Fidelity Investments / Institutional Brokerage Group September 1999 - June 2002
Fidelity Investments / Institutional Brokerage Group October 1997 - August 1999
Fidelity Investments / Institutional Brokerage Group January 1997 - September 1997
Fidelity Investments / Retail Brokerage Group August 1996 - December 1996
Fidelity Investments / Retail Brokerage Group August 1995 - July 1996
Massachusetts Financial Services December 1993 - July 1995
Skills
CRM, Contract Negotiation, Due Diligence, Equities, Financial Services, Fixed Income, Integration, Investments, Leadership, Management, Mergers, Mutual Funds, Portfolio Management, Process Improvement, Product Development, Product Management, Program Management, Risk Management, Strategic Financial..., Vendor Management, Strategic Planning, Asset Allocation, Relationship Management, Wealth Management, Series 63, Series 7, Trading, Securities
Education
Denison University 1989 — 1993
BA, Economics, Art & Design
Miriam Cohen Franzen's Massachusetts Financial Services Experience February 2000 - November 2001
Job Administrative Assistant at Congregation Kehillath Israel
Industry Nonprofit Organization Management
Experience
Congregation Kehillath Israel October 2013 - Present
Beth El Synagogue May 2011 - August 2013
Beth El Synagogue August 2010 - May 2011
Butner Creedmoor Family Dentistry June 2009 - December 2009
Massachusetts Financial Services February 2000 - November 2001
Massachusetts Financial Services June 1998 - February 2000
Massachusetts Financial Services January 1996 - May 1998
Skills
Organizing, Event Management, Multi-tasking, Administration, Management, Volunteer Management, Nonprofits, Community Outreach, Investments, Fundraising, Program Development, Hebrew, Event Planning, Microsoft Office, Public Speaking, Teaching, Editing, Analysis, Team Building, Time Management, Data Analysis
Education
University of North Carolina at Greensboro 1991 — 1995
B.S., Finance
Congregation Kehillath Israel October 2013 - Present
Beth El Synagogue May 2011 - August 2013
Beth El Synagogue August 2010 - May 2011
Butner Creedmoor Family Dentistry June 2009 - December 2009
Massachusetts Financial Services February 2000 - November 2001
Massachusetts Financial Services June 1998 - February 2000
Massachusetts Financial Services January 1996 - May 1998
Skills
Organizing, Event Management, Multi-tasking, Administration, Management, Volunteer Management, Nonprofits, Community Outreach, Investments, Fundraising, Program Development, Hebrew, Event Planning, Microsoft Office, Public Speaking, Teaching, Editing, Analysis, Team Building, Time Management, Data Analysis
Education
University of North Carolina at Greensboro 1991 — 1995
B.S., Finance
David Tieman David Tieman's Massachusetts Financial Services Experience November 1987 - November 1992
Job Director of Sales for Knock Out Networking, LLC
Industry Financial Services
Experience
Knock-Out Networking, LLC June 2013 - Present
JOHN HANCOCK FINANCIAL (Manulife / Wood Logan) November 2001 - January 2013
SALOMON BROTHERS November 1995 - November 2001
WOOD LOGAN / MANULIFE November 1992 - November 1995
Massachusetts Financial Services November 1987 - November 1992
Skills
Sales, Securities, Series 7, Financial Advisory, Wholesaling, Variable Annuities, Mutual Funds, Annuity Sales, Fixed Annuities, Investments, Retirement Planning, Asset Allocation, Wealth Management, New Business Development, Public Speaking, Sales Presentations, Leadership, Series 65, Asset Management, Senior Executive..., Selling, Separately Managed...
Education
Franklin & Marshall College
Bachelor of Arts (B.A.), English Language and Literature/Letters
Baruch College
Economics
Knock-Out Networking, LLC June 2013 - Present
JOHN HANCOCK FINANCIAL (Manulife / Wood Logan) November 2001 - January 2013
SALOMON BROTHERS November 1995 - November 2001
WOOD LOGAN / MANULIFE November 1992 - November 1995
Massachusetts Financial Services November 1987 - November 1992
Skills
Sales, Securities, Series 7, Financial Advisory, Wholesaling, Variable Annuities, Mutual Funds, Annuity Sales, Fixed Annuities, Investments, Retirement Planning, Asset Allocation, Wealth Management, New Business Development, Public Speaking, Sales Presentations, Leadership, Series 65, Asset Management, Senior Executive..., Selling, Separately Managed...
Education
Franklin & Marshall College
Bachelor of Arts (B.A.), English Language and Literature/Letters
Baruch College
Economics
Kathleen Cammarata's Massachusetts Financial Services Experience November 2000 - June 2001
Job EcoThermal Sales at Next Step Living
Industry Food & Beverages
Experience
Next Step Living July 2015 - Present
Katsiroubas Produce March 2014 - February 2015
Bobbi Brown Cosmetics March 2011 - April 2012
Debra Winkler's December 2004 - December 2005
State Street Bank September 2003 - August 2004
MASSACHUSETTS FINANCIAL SERVICES November 2000 - June 2001
Skills
Customer Relations, Scheduling, Mentoring, Fundraising, Office Management, Customer Service, Hiring, Process Scheduler, Event Management, Recruiting, Leadership, Food & Beverage
Education
University of Massachusetts, Amherst 1995 — 1999
BA, Women in Film and Theater
Next Step Living July 2015 - Present
Katsiroubas Produce March 2014 - February 2015
Bobbi Brown Cosmetics March 2011 - April 2012
Debra Winkler's December 2004 - December 2005
State Street Bank September 2003 - August 2004
MASSACHUSETTS FINANCIAL SERVICES November 2000 - June 2001
Skills
Customer Relations, Scheduling, Mentoring, Fundraising, Office Management, Customer Service, Hiring, Process Scheduler, Event Management, Recruiting, Leadership, Food & Beverage
Education
University of Massachusetts, Amherst 1995 — 1999
BA, Women in Film and Theater
J. Sebastian Bilsborough J. Sebastian Bilsborough's Massachusetts Financial Services Experience June 1999 - June 2001
Job Senior Consultant at Eagle Investment Systems
Industry Banking
Experience
Eagle Investment Systems November 2014 - Present
Brown Brothers Harriman May 2006 - October 2014
State Street September 2003 - April 2006
Allied Domecq July 2001 - June 2003
Massachusetts Financial Services June 1999 - June 2001
Education
University of Massachusetts Dartmouth
Bachelor's degree, Business Administration - Finance
Eagle Investment Systems November 2014 - Present
Brown Brothers Harriman May 2006 - October 2014
State Street September 2003 - April 2006
Allied Domecq July 2001 - June 2003
Massachusetts Financial Services June 1999 - June 2001
Education
University of Massachusetts Dartmouth
Bachelor's degree, Business Administration - Finance
Umesh Desai, CSM Umesh Desai, CSM's Massachusetts Financial Services Experience March 1992 - September 1994
Job Handson IT Project Manager and Analyst
Industry Telecommunications
Experience
T-Mobile April 2010 - Present
Habitat North Central Georgia August 2009 - Present
Northrop Grumman Information Systems November 2009 - February 2010
Alltel Communications/Verizon Wireless August 1996 - May 2009
AT&T Capital Corporation September 1994 - August 1996
Massachusetts Financial Services March 1992 - September 1994
Commerce Insurance Company July 1987 - March 1992
Skills
Requirements Analysis, SDLC, Relationship Management, Process Improvement, Integration, Cross-functional Team..., Strategic Planning, Business Process, Business Intelligence, Change Management, Business Analysis, Enterprise Architecture, Governance, Software Development, Quality Assurance, Requirements Gathering, Testing, Management, Project Management, Leadership, Vendor Management, Six Sigma, PMP, Wireless, PMO, Visio, Telecommunications, Software Project...
Education
Georgia State University - J. Mack Robinson College of Business 2008 — 2008
Executive Program, Mini MBA in Finance & Accounting
Georgia State University - J. Mack Robinson College of Business 2007 — 2007
Executive Program, Lean Six Sigma Certification
Worcester State University 1984 — 1986
Masters of Science, Applied Mathematics with concentration in Computer Science
T-Mobile April 2010 - Present
Habitat North Central Georgia August 2009 - Present
Northrop Grumman Information Systems November 2009 - February 2010
Alltel Communications/Verizon Wireless August 1996 - May 2009
AT&T Capital Corporation September 1994 - August 1996
Massachusetts Financial Services March 1992 - September 1994
Commerce Insurance Company July 1987 - March 1992
Skills
Requirements Analysis, SDLC, Relationship Management, Process Improvement, Integration, Cross-functional Team..., Strategic Planning, Business Process, Business Intelligence, Change Management, Business Analysis, Enterprise Architecture, Governance, Software Development, Quality Assurance, Requirements Gathering, Testing, Management, Project Management, Leadership, Vendor Management, Six Sigma, PMP, Wireless, PMO, Visio, Telecommunications, Software Project...
Education
Georgia State University - J. Mack Robinson College of Business 2008 — 2008
Executive Program, Mini MBA in Finance & Accounting
Georgia State University - J. Mack Robinson College of Business 2007 — 2007
Executive Program, Lean Six Sigma Certification
Worcester State University 1984 — 1986
Masters of Science, Applied Mathematics with concentration in Computer Science
Carlene Festa Carlene Festa's Massachusetts Financial Services Experience July 1994 - June 1999
Job Regional Sales Office Supervisor
Industry Financial Services
Experience
BNY Mellon June 2013 - Present
Russell Reynolds Associates January 2012 - Present
CBIZ Tofias December 2009 - January 2012
Fidelity Ventures April 2007 - February 2009
BostonCoach March 2006 - April 2007
Marsh USA Inc June 1999 - March 2006
Massachusetts Financial Services July 1994 - June 1999
Hudson General Corp. 1988 - 1994
Skills
Salesforce.com, Training, Microsoft Excel, Marketing, Management, QuickBooks, Accounts Payable, Invoicing, Adobe Acrobat, Accounts Receivable, Travel Arrangements, Process Scheduler, Time Management, Concur, Sales, Lotus Notes
Education
University of Phoenix 2013 — 2015
Bachelor of Science (BS), Business Management - Small Business and Entrepreneurial
University of Phoenix 2009 — 2013
Associate of Science (A.S.), Psychology / Human Services Management
Newbury College 1999 — 2001
BNY Mellon June 2013 - Present
Russell Reynolds Associates January 2012 - Present
CBIZ Tofias December 2009 - January 2012
Fidelity Ventures April 2007 - February 2009
BostonCoach March 2006 - April 2007
Marsh USA Inc June 1999 - March 2006
Massachusetts Financial Services July 1994 - June 1999
Hudson General Corp. 1988 - 1994
Skills
Salesforce.com, Training, Microsoft Excel, Marketing, Management, QuickBooks, Accounts Payable, Invoicing, Adobe Acrobat, Accounts Receivable, Travel Arrangements, Process Scheduler, Time Management, Concur, Sales, Lotus Notes
Education
University of Phoenix 2013 — 2015
Bachelor of Science (BS), Business Management - Small Business and Entrepreneurial
University of Phoenix 2009 — 2013
Associate of Science (A.S.), Psychology / Human Services Management
Newbury College 1999 — 2001
Linda Medaglio Linda Medaglio's Massachusetts Financial Services Experience March 1994 - May 1996
Job IS Business Solutions Specialist at Bauer Hockey, Inc
Industry Computer Software
Experience
Bauer Hockey, Inc May 2012 - Present
Avid Technology June 1996 - February 2012
Massachusetts Financial Services March 1994 - May 1996
BayBanks Associates September 1988 - March 1994
Skills
SAP, Security, ERP, SAP BW, SAP Implementation, Business Analysis, SAP R/3, SD, SAP HR, Systems Analysis, SAP Netweaver, Oracle, SQL, Microsoft SQL Server, Testing, PeopleSoft, SAP CRM, Project Management, Data Migration, SAP Portal, SAP ERP, ABAP, Sarbanes-Oxley Act, Requirements Analysis, Business Intelligence, Integration, Management, Databases, Business Process, Business Objects, Analysis, IT Strategy, ECC
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1993 — 1997
Master of Science, Information Systems
University of Massachusetts Boston 1984 — 1988
Bachelor of Science, Computer Information Systems
Bauer Hockey, Inc May 2012 - Present
Avid Technology June 1996 - February 2012
Massachusetts Financial Services March 1994 - May 1996
BayBanks Associates September 1988 - March 1994
Skills
SAP, Security, ERP, SAP BW, SAP Implementation, Business Analysis, SAP R/3, SD, SAP HR, Systems Analysis, SAP Netweaver, Oracle, SQL, Microsoft SQL Server, Testing, PeopleSoft, SAP CRM, Project Management, Data Migration, SAP Portal, SAP ERP, ABAP, Sarbanes-Oxley Act, Requirements Analysis, Business Intelligence, Integration, Management, Databases, Business Process, Business Objects, Analysis, IT Strategy, ECC
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1993 — 1997
Master of Science, Information Systems
University of Massachusetts Boston 1984 — 1988
Bachelor of Science, Computer Information Systems
Joseph Correia Joseph Correia's Massachusetts Financial Services Experience 1999 - 2002
Job Private Representative to Classical Musicians
Industry Public Relations and Communications
Experience
Joseph Joaquim 2001 - Present
Ripple Effect Communications 2006 - 2010
Cape Cod Chamber Music Festival 2002 - 2005
New Bedford Symphony Orchestra 2001 - 2004
Massachusetts Financial Services 1999 - 2002
Little Joe and Associates 1989 - 2000
Pallotta Teamworks 1997 - 1999
Skills
Music, Public Relations, Publicity, Editorial, Graphic Design, Marketing, Media Relations, Performing Arts, Festivals, Social Media, Public Speaking, Tour Management, Event Management, Photoshop, Editing
Education
University of Massachusetts Dartmouth 1985 — 1991
BFA, Visual Communications
Joseph Joaquim 2001 - Present
Ripple Effect Communications 2006 - 2010
Cape Cod Chamber Music Festival 2002 - 2005
New Bedford Symphony Orchestra 2001 - 2004
Massachusetts Financial Services 1999 - 2002
Little Joe and Associates 1989 - 2000
Pallotta Teamworks 1997 - 1999
Skills
Music, Public Relations, Publicity, Editorial, Graphic Design, Marketing, Media Relations, Performing Arts, Festivals, Social Media, Public Speaking, Tour Management, Event Management, Photoshop, Editing
Education
University of Massachusetts Dartmouth 1985 — 1991
BFA, Visual Communications
Talli Delaney's Massachusetts Financial Services Experience 1986 - 1989
Job Master HatWearer: passionate educator & advocate, real estate investor
Industry Education Management
Experience
Real Estate Firms April 2005 - July 2010
MHM Educational Services September 2008 - June 2010
Jefferson County Open School August 1992 - June 1997
Massachusetts Financial Services 1986 - 1989
Education
Regis University 1991 — 1995
Masters of Education, Elementary Education
Colorado State University 1981 — 1985
Real Estate Firms April 2005 - July 2010
MHM Educational Services September 2008 - June 2010
Jefferson County Open School August 1992 - June 1997
Massachusetts Financial Services 1986 - 1989
Education
Regis University 1991 — 1995
Masters of Education, Elementary Education
Colorado State University 1981 — 1985
Grant Ralph Grant Ralph's Massachusetts Financial Services Experience February 1997 - June 1999
Job Cashier at Publix Super Markets
Industry Retail
Experience
In between jobs. CashierPublix Super MarketsFebruary 2004 - 2015
O'Charley's May 2000 - January 2003
Massachusetts Financial Services February 1997 - June 1999
Skills
Data Entry, Cashiering, Customer Service, Microsoft Word, Microsoft Office, PowerPoint, Time Management, Microsoft Excel, Teamwork, Telephone Skills, Cash Register, Cash Handling, Customer Satisfaction, Critical Thinking, Communication
Education
John C Calhoun State Community College 2006 — 2007
University of Alabama in Huntsville 1985 — 1987
In between jobs. CashierPublix Super MarketsFebruary 2004 - 2015
O'Charley's May 2000 - January 2003
Massachusetts Financial Services February 1997 - June 1999
Skills
Data Entry, Cashiering, Customer Service, Microsoft Word, Microsoft Office, PowerPoint, Time Management, Microsoft Excel, Teamwork, Telephone Skills, Cash Register, Cash Handling, Customer Satisfaction, Critical Thinking, Communication
Education
John C Calhoun State Community College 2006 — 2007
University of Alabama in Huntsville 1985 — 1987
Callan Dodge deBruyn Callan Dodge deBruyn's Massachusetts Financial Services Experience January 2012 - July 2012
Job Account Manager at Hubbard Broadcasting, Inc.
Industry Public Relations and Communications
Experience
Hubbard Broadcasting, Inc. July 2015 - Present
Meltwater June 2014 - March 2015
Northeastern University September 2011 - May 2014
Kinley Covers January 2013 - July 2013
Northeastern University October 2012 - December 2012
Northeastern University July 2012 - September 2012
Massachusetts Financial Services January 2012 - July 2012
St. Paul Spot July 2011 - August 2011
Delaware North Catering May 2011 - August 2011
The Children's Theatre Company April 2011 - August 2011
Skills
Facebook, PowerPoint, Microsoft Excel, Non-profits, Inbound Marketing, Social Networking, People-oriented, Google Adwords, Facebook Marketing, Interviewing Skills, Problem Solving, Team Leadership, Business Writing, Project Management, Microsoft Word, Outlook, People Skills, Customer Service, Fundraising, LinkedIn, Hospitality, SalesLogix, Caterease, Razors Edge, Pinterest, QuickBooks, Microsoft Office, Social Media, Social Media Marketing, Sales
Education
Northeastern University 2010 — 2014
Bachelor of Science Degree, Business Administration Dec; Management, Marketing
Breck High School 1997 — 2010
Hubbard Broadcasting, Inc. July 2015 - Present
Meltwater June 2014 - March 2015
Northeastern University September 2011 - May 2014
Kinley Covers January 2013 - July 2013
Northeastern University October 2012 - December 2012
Northeastern University July 2012 - September 2012
Massachusetts Financial Services January 2012 - July 2012
St. Paul Spot July 2011 - August 2011
Delaware North Catering May 2011 - August 2011
The Children's Theatre Company April 2011 - August 2011
Skills
Facebook, PowerPoint, Microsoft Excel, Non-profits, Inbound Marketing, Social Networking, People-oriented, Google Adwords, Facebook Marketing, Interviewing Skills, Problem Solving, Team Leadership, Business Writing, Project Management, Microsoft Word, Outlook, People Skills, Customer Service, Fundraising, LinkedIn, Hospitality, SalesLogix, Caterease, Razors Edge, Pinterest, QuickBooks, Microsoft Office, Social Media, Social Media Marketing, Sales
Education
Northeastern University 2010 — 2014
Bachelor of Science Degree, Business Administration Dec; Management, Marketing
Breck High School 1997 — 2010
Todd Kamens Todd Kamens's Massachusetts Financial Services Experience August 1999 - August 2001
Job Executive Agile Coach @ Guidance Technology
Industry Information Technology and Services
Experience
State Street Bank April 2014 - Present
Guidance Technology, Inc. June 2001 - Present
CRICO June 2012 - April 2014
Tufts Health Plan March 2008 - June 2012
McKesson Corporation February 2006 - November 2007
Tufts Health Plan (Consultant) / Account Manager August 2001 - January 2006
eLogic March 2000 - August 2001
Massachusetts Financial Services August 1999 - August 2001
Fidelity March 1996 - February 1998
EDS / BCBSMA Account October 1994 - April 1996
Skills
Scrum, Agile Project Management, Software Project..., Program Management, Portfolio Management, Healthcare IT, Healthcare Information..., Data Warehousing, Technical Training, Kanban, Lean Software..., Project Management, Change Management, Process Improvement, SDLC, Risk Management, Vendor Management, Agile Methodologies, Technical Recruiting, Visio, Business Intelligence, Cross-functional Team..., Enterprise Software, Integration, Software Development, Product Management, Management, ERP, Outsourcing, IT Strategy, Testing, IT Service Management, Leadership, Team Leadership, PMP, Project Portfolio..., PMO, Resource Management, Consulting, Requirements Analysis, Enterprise Architecture, Business Process, Business Analysis, Business Process..., Operations Management, Business Strategy, Information Technology, Training, Requirements Gathering, IT Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 1990 — 1994
Bachelors in Business Administration, Operations Management
Tel Aviv University 1993 — 1993
n/a, OSP
Norwood High School 1987 — 1990
State Street Bank April 2014 - Present
Guidance Technology, Inc. June 2001 - Present
CRICO June 2012 - April 2014
Tufts Health Plan March 2008 - June 2012
McKesson Corporation February 2006 - November 2007
Tufts Health Plan (Consultant) / Account Manager August 2001 - January 2006
eLogic March 2000 - August 2001
Massachusetts Financial Services August 1999 - August 2001
Fidelity March 1996 - February 1998
EDS / BCBSMA Account October 1994 - April 1996
Skills
Scrum, Agile Project Management, Software Project..., Program Management, Portfolio Management, Healthcare IT, Healthcare Information..., Data Warehousing, Technical Training, Kanban, Lean Software..., Project Management, Change Management, Process Improvement, SDLC, Risk Management, Vendor Management, Agile Methodologies, Technical Recruiting, Visio, Business Intelligence, Cross-functional Team..., Enterprise Software, Integration, Software Development, Product Management, Management, ERP, Outsourcing, IT Strategy, Testing, IT Service Management, Leadership, Team Leadership, PMP, Project Portfolio..., PMO, Resource Management, Consulting, Requirements Analysis, Enterprise Architecture, Business Process, Business Analysis, Business Process..., Operations Management, Business Strategy, Information Technology, Training, Requirements Gathering, IT Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 1990 — 1994
Bachelors in Business Administration, Operations Management
Tel Aviv University 1993 — 1993
n/a, OSP
Norwood High School 1987 — 1990
Victoria Donahue Victoria Donahue's Massachusetts Financial Services Experience March 1999 - June 2006
Job Kindergarten Paraprofessional Jefferson Elementarty
Industry Individual & Family Services
Experience
Rockland Public Schools 2015 - Present
Massachusetts Financial Services March 1999 - June 2006
New Horizons Computer Learning Centers 1996 - 1999
Skills
Microsoft Office, Outlook, Training, Public Speaking
Education
East Carolina University 1989 — 1994
BS, Elementary Education and Teaching
Rockland Public Schools 2015 - Present
Massachusetts Financial Services March 1999 - June 2006
New Horizons Computer Learning Centers 1996 - 1999
Skills
Microsoft Office, Outlook, Training, Public Speaking
Education
East Carolina University 1989 — 1994
BS, Elementary Education and Teaching
Lisa Cardinal's Massachusetts Financial Services Experience 1996 - 1998
Job Empower Retirement
Industry Financial Services
Experience
Empower Retirement, Great West Financial 2012 - Present
AFS/Guardian Life 2009 - 2011
Fidelity Investments 2006 - 2009
TIAA-CREF 1998 - 2006
Massachusetts Financial Services 1996 - 1998
Pioneer Mutual Funds 1986 - 1996
Boston Financial Data Services 1984 - 1985
Skills
Defined Benefit, 401k, Retirement, Executive Pay, Retirement Plan..., ERISA, Employee Benefits, Series 63, Pensions, Retirement Planning, Mutual Funds, Series 7, Deferred Compensation, Fixed Annuities, Series 6, Wealth Management, Financial Services, FINRA, Life Insurance, Relationship Management, Asset Allocation, Securities, Investment Advisory, Disability Insurance, Investments, Uniform Combined State..., Strategic Financial...
Education
Northeastern University - Graduate School of Business Administration 2005 — 2009
MBA
Empower Retirement, Great West Financial 2012 - Present
AFS/Guardian Life 2009 - 2011
Fidelity Investments 2006 - 2009
TIAA-CREF 1998 - 2006
Massachusetts Financial Services 1996 - 1998
Pioneer Mutual Funds 1986 - 1996
Boston Financial Data Services 1984 - 1985
Skills
Defined Benefit, 401k, Retirement, Executive Pay, Retirement Plan..., ERISA, Employee Benefits, Series 63, Pensions, Retirement Planning, Mutual Funds, Series 7, Deferred Compensation, Fixed Annuities, Series 6, Wealth Management, Financial Services, FINRA, Life Insurance, Relationship Management, Asset Allocation, Securities, Investment Advisory, Disability Insurance, Investments, Uniform Combined State..., Strategic Financial...
Education
Northeastern University - Graduate School of Business Administration 2005 — 2009
MBA
Sheila Burns Magnan Sheila Burns Magnan's Massachusetts Financial Services Experience 1986 - 1998
Job Portfolio Manager at Massachusetts Housing Finance Agency
Industry Government Administration
Experience
Massachusetts Housing Finance Agency January 2008 - Present
Massachusetts Housing Finance Agency October 2002 - December 2007
Fidelity Investments 2000 - 2002
Michel Associates, LTD 1998 - 1999
Massachusetts Financial Services 1986 - 1998
Skills
Real Estate, Affordable Housing, Asset Management, Property, Due Diligence, Asset Managment, Portfolio Management, Mergers & Acquisitions, Accounting, Program Management, Finance, Budgets, Real Estate Economics, Investments, Databases, Management, Residential Homes, Team Management, Mutual Funds, Loans, Real Estate Transactions, Tax Credits, HUD, Financial Analysis
Education
Suffolk University - Sawyer School of Management
M.B.A., Business
Merrimack College
B.A., Political Science and Economics
Additional Courses
Massachusetts Housing Finance Agency January 2008 - Present
Massachusetts Housing Finance Agency October 2002 - December 2007
Fidelity Investments 2000 - 2002
Michel Associates, LTD 1998 - 1999
Massachusetts Financial Services 1986 - 1998
Skills
Real Estate, Affordable Housing, Asset Management, Property, Due Diligence, Asset Managment, Portfolio Management, Mergers & Acquisitions, Accounting, Program Management, Finance, Budgets, Real Estate Economics, Investments, Databases, Management, Residential Homes, Team Management, Mutual Funds, Loans, Real Estate Transactions, Tax Credits, HUD, Financial Analysis
Education
Suffolk University - Sawyer School of Management
M.B.A., Business
Merrimack College
B.A., Political Science and Economics
Additional Courses
Dee Dalrymple Dee Dalrymple's Massachusetts Financial Services Experience September 1999 - April 2005
Job Information Technology at Blue Cross Blue Shield of Arizona
Industry Biotechnology
Experience
Advanced Individual Medicine 2014 - Present
Blue Cross Blue Shield of Arizona September 2012 - Present
Mayo Clinic November 2011 - September 2012
Broad Institute of MIT / Harvard September 2005 - January 2012
Boston Women Communicators 2005 - 2010
Owner Managed Business Institute 2006 - 2006
Massachusetts Financial Services September 1999 - April 2005
Skills
Outlook, Word, Strategic Planning, Excel, Team Building, Editing, Windows, Databases, PowerPoint, Microsoft Office, Budgeting, Problem Solving, Team Leadership, Planning, Event Planning, Customer Relations, Dreamweaver, Mentoring, Writing, Proposal Writing, Adobe Creative Suite, Wordpress, Microsoft Publisher, Social Media, Human Resources, Project Planning, Microsoft Word, Customer Service, Time Management, Research, Data Analysis, Microsoft Excel
Education
Northeastern University 2010 — 2010
Certificate, Project Management
Boston College 2000 — 2004
BA, Communications
Advanced Individual Medicine 2014 - Present
Blue Cross Blue Shield of Arizona September 2012 - Present
Mayo Clinic November 2011 - September 2012
Broad Institute of MIT / Harvard September 2005 - January 2012
Boston Women Communicators 2005 - 2010
Owner Managed Business Institute 2006 - 2006
Massachusetts Financial Services September 1999 - April 2005
Skills
Outlook, Word, Strategic Planning, Excel, Team Building, Editing, Windows, Databases, PowerPoint, Microsoft Office, Budgeting, Problem Solving, Team Leadership, Planning, Event Planning, Customer Relations, Dreamweaver, Mentoring, Writing, Proposal Writing, Adobe Creative Suite, Wordpress, Microsoft Publisher, Social Media, Human Resources, Project Planning, Microsoft Word, Customer Service, Time Management, Research, Data Analysis, Microsoft Excel
Education
Northeastern University 2010 — 2010
Certificate, Project Management
Boston College 2000 — 2004
BA, Communications
Sean Connell Sean Connell's Massachusetts Financial Services Experience July 2011 - January 2012
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
Rich Lyman Rich Lyman's Massachusetts Financial Services Experience 1994 - 1996
Job SVP, Relationship Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Fidelity Investments October 2008 - July 2014
Fidelity Investments January 2006 - September 2008
Fidelity Investments September 2000 - January 2006
Fidelity Investments 1998 - August 2000
Fidelity Investments May 1996 - 1998
Massachusetts Financial Services 1994 - 1996
Skills
Certified Financial...
Education
University of Colorado at Boulder 1989 — 1992
Bachelor of Arts, Economics
Fidelity Investments July 2014 - Present
Fidelity Investments October 2008 - July 2014
Fidelity Investments January 2006 - September 2008
Fidelity Investments September 2000 - January 2006
Fidelity Investments 1998 - August 2000
Fidelity Investments May 1996 - 1998
Massachusetts Financial Services 1994 - 1996
Skills
Certified Financial...
Education
University of Colorado at Boulder 1989 — 1992
Bachelor of Arts, Economics
James Naughton James Naughton's Massachusetts Financial Services Experience January 1987 - November 2008
Job Key Publishing Comapny
Industry Financial Services
Experience
Key Publishing Company January 2009 - Present
Massachusetts Financial Services January 1987 - November 2008
MFS continued January 1987 - November 2008
Omega Services,Garden City,New York(Division of Monarch Life) August 1985 - January 1987
Dean Witter Reynolds, Inc January 1980 - August 1985
The Providence Journal January 1980 - December 1980
Metropolitan Life Insurance Company April 1976 - November 1980
Naughton Insurance April 1974 - April 1976
The Travelers Insurance Company February 1971 - February 1974
Skills
Mutual Funds, Annuities, Annuity, Series 7, 401k, Fixed Annuities, Investments, Securities, Retirement, Portfolio Management, Financial Services, Insurance, Investment Strategies, Pensions, Strategic Financial..., Sales, Alternative Investments, Life Insurance, Series 6, Retirement Planning, Financial Advisory, Asset Allocation, Variable Annuities, Wealth Management, Published Author, Separately Managed..., Investment Advisory, ETFs, Series 65, FINRA, Uniform Combined State..., IRAs, Series 63, Asset Management, Investment Management, Equities, Wealth Management..., Relationship Management, Bonds, Fixed Income, Series 24, Long-term Care, Wealth, Estate Planning, Employee Benefits, High Net Worth..., Financial Planning
Education
Dale Carnegie Training Institute 2009 — 2009
Certificates of Completion, Dale Carnegie Course, Dale Carnegie High Impact Presentation Course
Central Connecticut State University 1966 — 1971
BA, English-Psychology
FINRA
appointed Arbitrator, Arbitration Courses
Key Publishing Company January 2009 - Present
Massachusetts Financial Services January 1987 - November 2008
MFS continued January 1987 - November 2008
Omega Services,Garden City,New York(Division of Monarch Life) August 1985 - January 1987
Dean Witter Reynolds, Inc January 1980 - August 1985
The Providence Journal January 1980 - December 1980
Metropolitan Life Insurance Company April 1976 - November 1980
Naughton Insurance April 1974 - April 1976
The Travelers Insurance Company February 1971 - February 1974
Skills
Mutual Funds, Annuities, Annuity, Series 7, 401k, Fixed Annuities, Investments, Securities, Retirement, Portfolio Management, Financial Services, Insurance, Investment Strategies, Pensions, Strategic Financial..., Sales, Alternative Investments, Life Insurance, Series 6, Retirement Planning, Financial Advisory, Asset Allocation, Variable Annuities, Wealth Management, Published Author, Separately Managed..., Investment Advisory, ETFs, Series 65, FINRA, Uniform Combined State..., IRAs, Series 63, Asset Management, Investment Management, Equities, Wealth Management..., Relationship Management, Bonds, Fixed Income, Series 24, Long-term Care, Wealth, Estate Planning, Employee Benefits, High Net Worth..., Financial Planning
Education
Dale Carnegie Training Institute 2009 — 2009
Certificates of Completion, Dale Carnegie Course, Dale Carnegie High Impact Presentation Course
Central Connecticut State University 1966 — 1971
BA, English-Psychology
FINRA
appointed Arbitrator, Arbitration Courses
Phil Chisholm's Massachusetts Financial Services Experience 1988 - 1995
Job Vice President Product Mgmt at Fidelity
Industry Financial Services
Experience
Fidelity Investments 1998 - Present
Fidelity Investments 2002 - 2004
Fidelity Investments 1998 - 2002
Fleet Bank 1996 - 1998
Massachusetts Financial Services 1988 - 1995
Skills
Financial Services, Strategy, Relationship Management, Strategic Planning, Marketing, Wealth Management
Education
Boston College
BA, Economics
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Marketing
Fidelity Investments 1998 - Present
Fidelity Investments 2002 - 2004
Fidelity Investments 1998 - 2002
Fleet Bank 1996 - 1998
Massachusetts Financial Services 1988 - 1995
Skills
Financial Services, Strategy, Relationship Management, Strategic Planning, Marketing, Wealth Management
Education
Boston College
BA, Economics
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Marketing
James Jenney's Massachusetts Financial Services Experience 1997 - Present
Job Vice President/Global IT Client Services Manager
Industry Financial Services
Experience
MFS Vice President - ITMFS Investment Mgmt1997 - Present
MFS Investment Management 1997 - Present
Massachusetts Financial Services 1997 - Present
Stream 1995 - 1999
Corporate Software/Stream International 1993 - 1997
Stream International 1992 - 1997
Skills
Mutual Funds, Asset Managment, Asset Management, Equities, Fixed Income, Portfolio Management, Bloomberg, Financial Services, Securities, Hedge Funds, Derivatives, Trading Systems, Series 7, Investment Management, Investments
Education
Babson College 1988 — 1992
MFS Vice President - ITMFS Investment Mgmt1997 - Present
MFS Investment Management 1997 - Present
Massachusetts Financial Services 1997 - Present
Stream 1995 - 1999
Corporate Software/Stream International 1993 - 1997
Stream International 1992 - 1997
Skills
Mutual Funds, Asset Managment, Asset Management, Equities, Fixed Income, Portfolio Management, Bloomberg, Financial Services, Securities, Hedge Funds, Derivatives, Trading Systems, Series 7, Investment Management, Investments
Education
Babson College 1988 — 1992
Kirk Mcdonough's Massachusetts Financial Services Experience 2000 - 2007
Job Support Engineer Iron Mountain
Industry Information Technology and Services
Experience
Iron Mountain Digital September 2007 - Present
Massachusetts Financial Services 2000 - 2007
Skills
Virtualization, Disaster Recovery, Business Process..., Cloud Computing, Storage, VMware, Servers, Enterprise Software, Software Documentation, Data Center, Technical Support, SaaS
Education
Quincy College
Iron Mountain Digital September 2007 - Present
Massachusetts Financial Services 2000 - 2007
Skills
Virtualization, Disaster Recovery, Business Process..., Cloud Computing, Storage, VMware, Servers, Enterprise Software, Software Documentation, Data Center, Technical Support, SaaS
Education
Quincy College
Daniel Suarez Pimentel's Massachusetts Financial Services Experience February 2001 - Present
Job Wintel Engineer II at MFS Investment Management
Industry Financial Services
Experience
Massachusetts Financial Services February 2001 - Present
Spersa Mexico and Structured Intelligence Mexico December 1995 - September 2000
Hewlett Packard Mexico 1994 - 1995
Skills
MS Exchange Server 2007, MS Office 2007, RIM BlackBerry..., OpenText RightFax 9.4..., Deployment Security..., VMware ESX, MS Windows 2003/2008..., Windows, MS Exchange Server 2010, Microsoft Exchange, Security, Servers, Testing, Infrastructure, Antivirus, Software Documentation, Enterprise Software, McAfee, Microsoft Office 2007, VMware, System Deployment, Blackberry Enterprise..., Windows Server, ITIL, Disaster Recovery, Active Directory, Virtualization, HP, IT Operations, SAN, Data Center, Hardware
Education
Tecnológico de Monterrey 1988 — 1994
Bachelor, Computer Sciences
Massachusetts Financial Services February 2001 - Present
Spersa Mexico and Structured Intelligence Mexico December 1995 - September 2000
Hewlett Packard Mexico 1994 - 1995
Skills
MS Exchange Server 2007, MS Office 2007, RIM BlackBerry..., OpenText RightFax 9.4..., Deployment Security..., VMware ESX, MS Windows 2003/2008..., Windows, MS Exchange Server 2010, Microsoft Exchange, Security, Servers, Testing, Infrastructure, Antivirus, Software Documentation, Enterprise Software, McAfee, Microsoft Office 2007, VMware, System Deployment, Blackberry Enterprise..., Windows Server, ITIL, Disaster Recovery, Active Directory, Virtualization, HP, IT Operations, SAN, Data Center, Hardware
Education
Tecnológico de Monterrey 1988 — 1994
Bachelor, Computer Sciences
Dena M.'s Massachusetts Financial Services Experience June 1998 - July 2003
Job Office Manager at University of Massachusetts Amherst
Industry Education Management
Experience
University of Massachusetts Amherst October 2003 - Present
Massachusetts Financial Services June 1998 - July 2003
Education
University of Massachusetts, Amherst 2006 — 2009
Masters, School of Ed-School Counseling
University of Massachusetts, Amherst 1994 — 1998
University of Massachusetts Amherst October 2003 - Present
Massachusetts Financial Services June 1998 - July 2003
Education
University of Massachusetts, Amherst 2006 — 2009
Masters, School of Ed-School Counseling
University of Massachusetts, Amherst 1994 — 1998
Suzanne Bronzi's Massachusetts Financial Services Experience 1987 - 1992
Job Director, Benefits
Industry Human Resources
Experience
Ryder System, Inc. December 2011 - Present
Ryder System, Inc. March 2002 - November 2011
Ryder System, Inc. December 1992 - February 2002
Massachusetts Financial Services 1987 - 1992
Skills
Human Resources, Personnel Management, Employee Benefits, HRIS, Talent Management, Management, Benefits Administration, Performance Management
Education
Tufts University 1983 — 1987
Bachelor of Arts (BA), Political Science
Ryder System, Inc. December 2011 - Present
Ryder System, Inc. March 2002 - November 2011
Ryder System, Inc. December 1992 - February 2002
Massachusetts Financial Services 1987 - 1992
Skills
Human Resources, Personnel Management, Employee Benefits, HRIS, Talent Management, Management, Benefits Administration, Performance Management
Education
Tufts University 1983 — 1987
Bachelor of Arts (BA), Political Science
David Minori's Massachusetts Financial Services Experience August 1987 - July 1996
Job Telecommunication Technologist at John Hancock Financial
Industry Telecommunications
Experience
John Hancock November 1999 - Present
Bose Corporation August 1999 - November 1999
AT&T Capital Corporation July 1996 - May 1999
Massachusetts Financial Services August 1987 - July 1996
Bay Communications February 1985 - July 1987
Dominion Virginia Power June 1979 - January 1985
Skills
Call Center, VoIP, RFP, Avaya, Telecommunications, Disaster Recovery, Vendor Management, Contract Negotiations, Customer Relations, Problem Solving, Team Building, IP, MPLS, Process Improvement, Unified Communications, Troubleshooting, Call Centers, Integration, System Deployment, VPN, Data Center, Telephony, Contract Negotiation, ITIL, Visio, Security, Cloud Computing, Wireless, IT Management, Customer Service, Contact Centers, Cisco Technologies, Technical Support, IT Service Management, System Administration, Network Security, VMware, PMP, Network Design, Virtualization, Network Engineering, Managed Services, Software Documentation, IT Operations, Active Directory
Education
Penn State University 1977 — 1979
Associates, Electrical Engineering Technology
Northeastern University
BS, Engineering/Industrial Management
John Hancock November 1999 - Present
Bose Corporation August 1999 - November 1999
AT&T Capital Corporation July 1996 - May 1999
Massachusetts Financial Services August 1987 - July 1996
Bay Communications February 1985 - July 1987
Dominion Virginia Power June 1979 - January 1985
Skills
Call Center, VoIP, RFP, Avaya, Telecommunications, Disaster Recovery, Vendor Management, Contract Negotiations, Customer Relations, Problem Solving, Team Building, IP, MPLS, Process Improvement, Unified Communications, Troubleshooting, Call Centers, Integration, System Deployment, VPN, Data Center, Telephony, Contract Negotiation, ITIL, Visio, Security, Cloud Computing, Wireless, IT Management, Customer Service, Contact Centers, Cisco Technologies, Technical Support, IT Service Management, System Administration, Network Security, VMware, PMP, Network Design, Virtualization, Network Engineering, Managed Services, Software Documentation, IT Operations, Active Directory
Education
Penn State University 1977 — 1979
Associates, Electrical Engineering Technology
Northeastern University
BS, Engineering/Industrial Management
Phil Graham's Massachusetts Financial Services Experience 1987 - 1995
Job SVP, Director of National Accounts at Griffin Capital Securities, Inc.
Industry Financial Services
Experience
Cole Capital January 2012 - February 2015
Behringer Harvard July 2008 - December 2011
Evergreen Investments 1999 - 2007
New England Funds 1997 - 1999
MFS 1987 - 1995
Massachusetts Financial Services 1987 - 1995
Education
Northeastern University 1982 — 1987
Bachelor of Science, Business
Wellesley High School 1978 — 1982
Cole Capital January 2012 - February 2015
Behringer Harvard July 2008 - December 2011
Evergreen Investments 1999 - 2007
New England Funds 1997 - 1999
MFS 1987 - 1995
Massachusetts Financial Services 1987 - 1995
Education
Northeastern University 1982 — 1987
Bachelor of Science, Business
Wellesley High School 1978 — 1982
Emily Ricciardi's Massachusetts Financial Services Experience January 1996 - April 2003
Job Executive Therapeutic Sales Representative at GlaxoSmithKline
Industry Pharmaceuticals
Experience
GlaxoSmithKline September 2006 - Present
3M Pharmaceuticals June 2004 - September 2006
Cardinal Health September 2003 - June 2004
Massachusetts Financial Services January 1996 - April 2003
Skills
Pharmaceutical Sales, Hospitals, Infectious Diseases, Urology, Cardiology, Sales Force Development, Pharmaceutical Industry
Education
Boston University 1991 — 1995
GlaxoSmithKline September 2006 - Present
3M Pharmaceuticals June 2004 - September 2006
Cardinal Health September 2003 - June 2004
Massachusetts Financial Services January 1996 - April 2003
Skills
Pharmaceutical Sales, Hospitals, Infectious Diseases, Urology, Cardiology, Sales Force Development, Pharmaceutical Industry
Education
Boston University 1991 — 1995
Christopher Carda's Massachusetts Financial Services Experience August 2011 - January 2014
Job Project Coordinator at Wellington Management
Industry Information Technology and Services
Experience
Wellington Management February 2014 - June 2015
Massachusetts Financial Services August 2011 - January 2014
Abt Associates April 2011 - July 2011
Lowell Public Schools February 2011 - February 2011
SumTotal Systems September 2010 - December 2010
Loomis, Sayles & Company June 2010 - August 2010
Best Doctors June 2007 - March 2009
Fidelity Investments October 2000 - May 2007
Autologic January 1998 - January 2000
Skills
Process Improvement, Project Management, Business Analysis, Leadership, Management, IT Operations, SDLC, Cross-functional Team..., PMP, Project Planning, Risk Management, Requirements Gathering, Disaster Recovery, Analysis, Troubleshooting
Education
Babson College - Franklin W. Olin Graduate School of Business 2010 — 2012
MBA
University of Massachusetts Lowell 2009 — 2009
Graduate Certificate, Project Management
Boston University 2006 — 2007
Computer Science
Beloit College 1989 — 1994
Bachelor of Arts, Philosophy
Wellington Management February 2014 - June 2015
Massachusetts Financial Services August 2011 - January 2014
Abt Associates April 2011 - July 2011
Lowell Public Schools February 2011 - February 2011
SumTotal Systems September 2010 - December 2010
Loomis, Sayles & Company June 2010 - August 2010
Best Doctors June 2007 - March 2009
Fidelity Investments October 2000 - May 2007
Autologic January 1998 - January 2000
Skills
Process Improvement, Project Management, Business Analysis, Leadership, Management, IT Operations, SDLC, Cross-functional Team..., PMP, Project Planning, Risk Management, Requirements Gathering, Disaster Recovery, Analysis, Troubleshooting
Education
Babson College - Franklin W. Olin Graduate School of Business 2010 — 2012
MBA
University of Massachusetts Lowell 2009 — 2009
Graduate Certificate, Project Management
Boston University 2006 — 2007
Computer Science
Beloit College 1989 — 1994
Bachelor of Arts, Philosophy
Laurie Allard's Massachusetts Financial Services Experience 1986 - 1994
Job VP, Compensation Manager
Industry Financial Services
Experience
Eaton Vance June 2004 - Present
Columbia Management Group 1994 - 2004
Massachusetts Financial Services 1986 - 1994
Skills
Talent Management, Strategic Planning, Performance Management, Deferred Compensation, Employee Benefits, Management
Education
University of New Hampshire 1978 — 1982
Bachelors, Psychology
Marblehead High School 1974 — 1978
High school
Eaton Vance June 2004 - Present
Columbia Management Group 1994 - 2004
Massachusetts Financial Services 1986 - 1994
Skills
Talent Management, Strategic Planning, Performance Management, Deferred Compensation, Employee Benefits, Management
Education
University of New Hampshire 1978 — 1982
Bachelors, Psychology
Marblehead High School 1974 — 1978
High school
Jan Clifford's Massachusetts Financial Services Experience 1988 - December 2004
Job Independent Financial Services Professional
Industry Financial Services
Experience
MFS Service Center, Inc April 1995 - January 2005
Massachusetts Financial Services 1988 - December 2004
MFS Investment Management 1995 - 2004
MFS 1995 - 2004
Boston Financial Data Services 1973 - 1988
Boston Financial 1973 - 1988
Education
University of Maryland College Park 1962 — 1966
MFS Service Center, Inc April 1995 - January 2005
Massachusetts Financial Services 1988 - December 2004
MFS Investment Management 1995 - 2004
MFS 1995 - 2004
Boston Financial Data Services 1973 - 1988
Boston Financial 1973 - 1988
Education
University of Maryland College Park 1962 — 1966
Susan Prisbrey's Massachusetts Financial Services Experience 1994 - 2000
Job Project Manager at Wells Fargo Advantage Funds
Industry Financial Services
Experience
Wells Fargo Advantage Funds January 2010 - Present
Evergreen Investments February 2001 - January 2010
Evergreen Investments 2001 - 2005
Massachusetts Financial Services 1994 - 2000
Boston Financial Data Services 1990 - 1993
Skills
Data Conversion, Systems Analysis, Project Management, Process Improvement, Business Analysis, Vendor Management, SDLC, PMO, PMP, Visio, Business Requirements, Mutual Funds, Access, SharePoint, Requirements Gathering, Financial Services, Risk Management, Management, Relationship Management
Education
University of Massachusetts, Amherst 1985 — 1989
Bachelor of Arts (B.A.), Political Science
Wells Fargo Advantage Funds January 2010 - Present
Evergreen Investments February 2001 - January 2010
Evergreen Investments 2001 - 2005
Massachusetts Financial Services 1994 - 2000
Boston Financial Data Services 1990 - 1993
Skills
Data Conversion, Systems Analysis, Project Management, Process Improvement, Business Analysis, Vendor Management, SDLC, PMO, PMP, Visio, Business Requirements, Mutual Funds, Access, SharePoint, Requirements Gathering, Financial Services, Risk Management, Management, Relationship Management
Education
University of Massachusetts, Amherst 1985 — 1989
Bachelor of Arts (B.A.), Political Science
John Tammaro's Massachusetts Financial Services Experience May 2005 - Present
Job Sr Financial Reporting Analyst at Massachusetts Financial Services
Industry Financial Services
Experience
Massachusetts Financial Services May 2005 - Present
Skills
Financial Reporting, Accounting, Photography, Financial Analysis, 10Q, Customer Service, Forecasting, SEC filings, Auditing, Finance
Education
Northeastern University 1986 — 2001
Bachelor of Science (B.S.), Accounting
Massachusetts Financial Services May 2005 - Present
Skills
Financial Reporting, Accounting, Photography, Financial Analysis, 10Q, Customer Service, Forecasting, SEC filings, Auditing, Finance
Education
Northeastern University 1986 — 2001
Bachelor of Science (B.S.), Accounting
Sharon Lichten Barnett's Massachusetts Financial Services Experience 1995 - Present
Job Asst. Vice President | Senior Marketing Communications Manager
Industry Marketing and Advertising
Experience
MFS Investment Management July 1995 - Present
Massachusetts Financial Services 1995 - Present
MFS Investment Mgmt 1995 - Present
mfs 1995 - 2008
mfs 1995 - 2008
Colonial Mutual Funds July 1993 - July 1995
Worth Magazine 1991 - 1993
worth 1989 - 1993
Fidelity Investments December 1989 - 1991
Crosby Vandenburgh December 1988 - May 1989
Skills
Email Marketing, Marketing Communications, Marketing, Marketing Strategy, Management, Social Media Marketing, Social Media, Integrated Marketing, Digital Marketing, Project Management, Editing
Education
Brandeis University
B.A., English and American Literature
Riverdell
MFS Investment Management July 1995 - Present
Massachusetts Financial Services 1995 - Present
MFS Investment Mgmt 1995 - Present
mfs 1995 - 2008
mfs 1995 - 2008
Colonial Mutual Funds July 1993 - July 1995
Worth Magazine 1991 - 1993
worth 1989 - 1993
Fidelity Investments December 1989 - 1991
Crosby Vandenburgh December 1988 - May 1989
Skills
Email Marketing, Marketing Communications, Marketing, Marketing Strategy, Management, Social Media Marketing, Social Media, Integrated Marketing, Digital Marketing, Project Management, Editing
Education
Brandeis University
B.A., English and American Literature
Riverdell
Joanne Cullen's Massachusetts Financial Services Experience 1988 - 1998
Job Senior IT Project Manager at Harvard Pilgrim Health Care
Industry Insurance
Experience
Harvard Pilgrim Health Care April 2015 - Present
Boston Financial Data Services July 2014 - April 2015
BCBSMA July 2011 - July 2014
Fidelity Investments November 1998 - June 2011
Fidelity Investments April 2000 - June 2003
Massachusetts Financial Services 1988 - 1998
Skills
Relationship Management, Team Building, Project Management, Requirements Analysis, Process Improvement, Management, CRM, Leadership, Team Management, Budgets, Vendor Management, SDLC, Software Documentation, Business Analysis, Program Management, Financial Services, PMP, PMO, Risk Management, Visio, Software Project..., Business Process..., Project Portfolio..., IT Strategy, Requirements Gathering, Integration, Analysis, Analytics
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1994 — 1996
MSCIS
Saint Michael's College 1983 — 1987
BA, Economics
Milton High School
Harvard Pilgrim Health Care April 2015 - Present
Boston Financial Data Services July 2014 - April 2015
BCBSMA July 2011 - July 2014
Fidelity Investments November 1998 - June 2011
Fidelity Investments April 2000 - June 2003
Massachusetts Financial Services 1988 - 1998
Skills
Relationship Management, Team Building, Project Management, Requirements Analysis, Process Improvement, Management, CRM, Leadership, Team Management, Budgets, Vendor Management, SDLC, Software Documentation, Business Analysis, Program Management, Financial Services, PMP, PMO, Risk Management, Visio, Software Project..., Business Process..., Project Portfolio..., IT Strategy, Requirements Gathering, Integration, Analysis, Analytics
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1994 — 1996
MSCIS
Saint Michael's College 1983 — 1987
BA, Economics
Milton High School
Luca Bronzi's Massachusetts Financial Services Experience June 1988 - August 1991
Job Partner at Hogan & Hartson
Industry Law Practice
Experience
Hogan & Hartson associateDavis, Weber & EdwardsOctober 1995 - January 2000
Massachusetts Financial Services June 1988 - August 1991
Education
University of Miami School of Law 1991 — 1994
JD, Law
Tufts University 1983 — 1987
B.A., International Relations & Economics
Hogan & Hartson associateDavis, Weber & EdwardsOctober 1995 - January 2000
Massachusetts Financial Services June 1988 - August 1991
Education
University of Miami School of Law 1991 — 1994
JD, Law
Tufts University 1983 — 1987
B.A., International Relations & Economics
Ann Mikula's Massachusetts Financial Services Experience 2002 - Present
Job AVP, Communications Management at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management March 2004 - Present
Massachusetts Financial Services 2002 - Present
Fidelity Investments 1996 - 2004
Fidelity Investments November 1996 - July 2002
Skills
Marketing, Email Marketing, Integrated Marketing, Marketing Communications, Financial Services, Marketing Strategy, Direct Marketing, Digital Marketing, Social Media Marketing, Social Media, Strategy, Copywriting, Direct Mail, Online Advertising, Market Research
Education
Smith College
B.A., Government & Economics
MFS Investment Management March 2004 - Present
Massachusetts Financial Services 2002 - Present
Fidelity Investments 1996 - 2004
Fidelity Investments November 1996 - July 2002
Skills
Marketing, Email Marketing, Integrated Marketing, Marketing Communications, Financial Services, Marketing Strategy, Direct Marketing, Digital Marketing, Social Media Marketing, Social Media, Strategy, Copywriting, Direct Mail, Online Advertising, Market Research
Education
Smith College
B.A., Government & Economics
Geoffrey Youngman's Massachusetts Financial Services Experience 1995 - 2008
Job Senior Developer at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group January 2013 - Present
The Hartford Retirement Financial Services Group, Inc. May 2008 - December 2012
MFS Investment Management 1996 - 2008
Massachusetts Financial Services 1995 - 2008
Boston Financial Data Services 1986 - 1995
Skills
Series 63, Retirement, 401k, Mutual Funds, Financial Services, Securities, Alternative Investments, Investments, Wealth Management, Asset Managment, Information Technology, Equities, Series 7, Fixed Annuities, FINRA, Retirement Planning, Fixed Income, Asset Allocation, Pensions, Relationship Management, Asset Management, Hedge Funds, Investment Management, Series 6
Education
Babson College - Franklin W. Olin Graduate School of Business 1988 — 1993
MBA Program, Business Administration and Management, General
The George Washington University 1983 — 1986
MA, International Economics
Union College 1979 — 1983
BA, Economics
MassMutual Financial Group January 2013 - Present
The Hartford Retirement Financial Services Group, Inc. May 2008 - December 2012
MFS Investment Management 1996 - 2008
Massachusetts Financial Services 1995 - 2008
Boston Financial Data Services 1986 - 1995
Skills
Series 63, Retirement, 401k, Mutual Funds, Financial Services, Securities, Alternative Investments, Investments, Wealth Management, Asset Managment, Information Technology, Equities, Series 7, Fixed Annuities, FINRA, Retirement Planning, Fixed Income, Asset Allocation, Pensions, Relationship Management, Asset Management, Hedge Funds, Investment Management, Series 6
Education
Babson College - Franklin W. Olin Graduate School of Business 1988 — 1993
MBA Program, Business Administration and Management, General
The George Washington University 1983 — 1986
MA, International Economics
Union College 1979 — 1983
BA, Economics
Dee Sheridan's Massachusetts Financial Services Experience January 2000 - May 2002
Job Marketing Associate, Traffic and Production Supervisor
Industry Financial Services
Experience
Sallie Mae November 2011 - Present
Vantage Deluxe World Travel November 2009 - September 2011
Blue Cross Blue Shield of Massachusetts September 2003 - June 2009
W.A. Wilde 2002 - 2003
Massachusetts Financial Services January 2000 - May 2002
Scudder Kemper Investments January 1998 - January 2000
Skills
Analysis, Marketing Communications, Team Leadership, Management, Project Management, PowerPoint, Leadership, Microsoft Office, Cross-functional Team..., Marketing, Budgets, Event Management, Advertising, Program Management, Quality Assurance, Time Management, Operations Management, Integrated Marketing, Process Improvement, Account Management, Event Planning
Education
Cambridge College 2009 — 2011
Masters, Management
Eastern Nazarene College 1991 — 1993
BS, Business Administration
Aquinas Jr College
Associates, Legal
Massachusetts Bay Community College
Liberal
Sallie Mae November 2011 - Present
Vantage Deluxe World Travel November 2009 - September 2011
Blue Cross Blue Shield of Massachusetts September 2003 - June 2009
W.A. Wilde 2002 - 2003
Massachusetts Financial Services January 2000 - May 2002
Scudder Kemper Investments January 1998 - January 2000
Skills
Analysis, Marketing Communications, Team Leadership, Management, Project Management, PowerPoint, Leadership, Microsoft Office, Cross-functional Team..., Marketing, Budgets, Event Management, Advertising, Program Management, Quality Assurance, Time Management, Operations Management, Integrated Marketing, Process Improvement, Account Management, Event Planning
Education
Cambridge College 2009 — 2011
Masters, Management
Eastern Nazarene College 1991 — 1993
BS, Business Administration
Aquinas Jr College
Associates, Legal
Massachusetts Bay Community College
Liberal
Nancy McCulloch-Murray's Massachusetts Financial Services Experience July 2000 - September 2006
Job Assistant Project Manager at City of Boston
Industry Information Technology and Services
Experience
City of Boston February 2007 - Present
Massachusetts Financial Services July 2000 - September 2006
City of Boston December 1992 - July 2000
Education
Northeastern University 1978 — 1983
BA, Sociology, Organizational Behavior
Northeastern University
Certificate, Project Management
City of Boston February 2007 - Present
Massachusetts Financial Services July 2000 - September 2006
City of Boston December 1992 - July 2000
Education
Northeastern University 1978 — 1983
BA, Sociology, Organizational Behavior
Northeastern University
Certificate, Project Management
Richard Danforth's Massachusetts Financial Services Experience 2000 - 2006
Job Investment Specialist
Industry Financial Services
Experience
Merrill Lynch Pierce Fenner and Smith July 2006 - Present
MFS 2000 - 2006
Massachusetts Financial Services 2000 - 2006
MFS 1999 - 2006
Liberty Funds Services 1993 - 1999
Liberty Funds Services 1993 - 1999
Colonial Funds Services 1993 - 1999
Skills
Series 9/10, Series 7, Series 63, Investments, Retirement, Retirement Planning, Wealth Management, Mutual Funds, Options
Education
University of Rhode Island 1988 — 1993
Bachelor of Science (BS), Consumer Affairs
Merrill Lynch Pierce Fenner and Smith July 2006 - Present
MFS 2000 - 2006
Massachusetts Financial Services 2000 - 2006
MFS 1999 - 2006
Liberty Funds Services 1993 - 1999
Liberty Funds Services 1993 - 1999
Colonial Funds Services 1993 - 1999
Skills
Series 9/10, Series 7, Series 63, Investments, Retirement, Retirement Planning, Wealth Management, Mutual Funds, Options
Education
University of Rhode Island 1988 — 1993
Bachelor of Science (BS), Consumer Affairs
Caroline Moran's Massachusetts Financial Services Experience 1993 - 1995
Job Senior Meeting Planner at MasterCard
Industry Events Services
Experience
MasterCard June 1999 - Present
Massachusetts Financial Services 1993 - 1995
Fidelity Investments 1988 - 1993
Skills
Budget Management, Conferences, Contract Negotiations, Special Events, Event Planning, Event Management, Vendor Relations, Budgeting, Customer Service, Marketing Strategy, Budgets, Contract Negotiation, Marketing, Corporate Events, Hospitality, Leadership, Trade Shows, Meeting Planning, Strategic Planning, Events, Social Media Marketing, Hotels, Public Relations, Social Media, Marketing Communications, Email Marketing, Product Marketing, Advertising, Online Marketing, Management, Vendor Management, Account Management, Sponsorship, Project Management, Tourism
Education
University of Massachusetts, Amherst 1983 — 1987
BA, Communications
Clarkstown High School South 1979 — 1983
MasterCard June 1999 - Present
Massachusetts Financial Services 1993 - 1995
Fidelity Investments 1988 - 1993
Skills
Budget Management, Conferences, Contract Negotiations, Special Events, Event Planning, Event Management, Vendor Relations, Budgeting, Customer Service, Marketing Strategy, Budgets, Contract Negotiation, Marketing, Corporate Events, Hospitality, Leadership, Trade Shows, Meeting Planning, Strategic Planning, Events, Social Media Marketing, Hotels, Public Relations, Social Media, Marketing Communications, Email Marketing, Product Marketing, Advertising, Online Marketing, Management, Vendor Management, Account Management, Sponsorship, Project Management, Tourism
Education
University of Massachusetts, Amherst 1983 — 1987
BA, Communications
Clarkstown High School South 1979 — 1983
Molly Higgins's Massachusetts Financial Services Experience September 2008 - April 2009
Job Executive Admin to V.P. Chief Compliance Officer at Sunlife Financial
Industry Financial Services
Experience
Sunlife Financial March 2011 - Present
Fresenius Medical Care February 2012 - January 2013
Five Star Rehab and Wellness Center February 2010 - October 2010
American International College August 2009 - December 2009
Massachusetts Financial Services September 2008 - April 2009
Pioneer Funds Distributor, Inc February 2002 - September 2008
American General Funds January 2000 - January 2002
Brown & Company Securities Corporation January 1994 - January 2000
Skills
Word, Excel, PowerPoint, Securities, •Meeting Planning, •Lotus Notes, •FINRA Web CRD and IARD, •Dictaphone..., •Electronic..., •Medical Terminology, •Accounts..., Microsoft Excel, Insurance, Human Resources, Employee Relations, Leadership, Access, Microsoft Word, Sales
Education
American International College 2009 — 2009
Master Cert, Medical Administration/Billing/Coding
Suffolk University
Sunlife Financial March 2011 - Present
Fresenius Medical Care February 2012 - January 2013
Five Star Rehab and Wellness Center February 2010 - October 2010
American International College August 2009 - December 2009
Massachusetts Financial Services September 2008 - April 2009
Pioneer Funds Distributor, Inc February 2002 - September 2008
American General Funds January 2000 - January 2002
Brown & Company Securities Corporation January 1994 - January 2000
Skills
Word, Excel, PowerPoint, Securities, •Meeting Planning, •Lotus Notes, •FINRA Web CRD and IARD, •Dictaphone..., •Electronic..., •Medical Terminology, •Accounts..., Microsoft Excel, Insurance, Human Resources, Employee Relations, Leadership, Access, Microsoft Word, Sales
Education
American International College 2009 — 2009
Master Cert, Medical Administration/Billing/Coding
Suffolk University
David Bowness's Massachusetts Financial Services Experience January 1998 - November 2005
Job Systems Administrator/ Engineer
Industry Financial Services
Experience
Blue Cross Blue Shield of Massachusetts May 2015 - Present
Boston Financial Data Services 2006 - 2015
Massachusetts Financial Services January 1998 - November 2005
Skills
Group Policy, McAfee ePO, Active Directory, Windows Server, XP, VMware, Windows, Troubleshooting, System Administration, Administration, SCCM, HP, Microsoft Office, Virtualization, Architecture, Deployment, Windows Server 2008, Windows 7, Windows Server 2003, SCOM, Operating Systems, Server Architecture, Servers, DNS, DHCP, vSphere, Desktop Support, CommVault, WSUS, Patch Management, Antivirus, Computer Hardware, Systems Management, Hardware, SAN, Microsoft Technologies, Microsoft Infrastructure, Workstations, Clustering, VMware ESX, Server Administration, McAfee, Microsoft Exchange
Education
Eastern Nazarene College 2003 — 2005
Associates Degree, Business Administration and Management, General
Suffolk University 1983 — 1984
N/A, Computer Science
Blue Cross Blue Shield of Massachusetts May 2015 - Present
Boston Financial Data Services 2006 - 2015
Massachusetts Financial Services January 1998 - November 2005
Skills
Group Policy, McAfee ePO, Active Directory, Windows Server, XP, VMware, Windows, Troubleshooting, System Administration, Administration, SCCM, HP, Microsoft Office, Virtualization, Architecture, Deployment, Windows Server 2008, Windows 7, Windows Server 2003, SCOM, Operating Systems, Server Architecture, Servers, DNS, DHCP, vSphere, Desktop Support, CommVault, WSUS, Patch Management, Antivirus, Computer Hardware, Systems Management, Hardware, SAN, Microsoft Technologies, Microsoft Infrastructure, Workstations, Clustering, VMware ESX, Server Administration, McAfee, Microsoft Exchange
Education
Eastern Nazarene College 2003 — 2005
Associates Degree, Business Administration and Management, General
Suffolk University 1983 — 1984
N/A, Computer Science
Brenda (Marks) DeFeo's Massachusetts Financial Services Experience August 1998 - November 2007
Job Seeking Paralegal Position
Industry Higher Education
Experience
Real Estate Law Office November 2010 - August 2013
City Solicitor's Office January 2010 - April 2010
Massachusetts Financial Services August 1998 - November 2007
Fleet Bank May 1996 - August 1998
Skills
Title review, Legal Documents, Real Estate Transactions, Close Attention to..., Loan Documents, Property Law, Professional..., Westlaw, Legal Research, Deeds, Document Review, Short Sales, Foreclosures, Notary Public, HUD, Legal Writing, Courtesy, Meticulous, File Management, Calendaring
Education
North Shore Community College 2007 — 2010
Associate of Science (AS), Paralegal Studies
North Shore Community College 2007 — 2010
Associate Degree, Paralegal Studies
Real Estate Law Office November 2010 - August 2013
City Solicitor's Office January 2010 - April 2010
Massachusetts Financial Services August 1998 - November 2007
Fleet Bank May 1996 - August 1998
Skills
Title review, Legal Documents, Real Estate Transactions, Close Attention to..., Loan Documents, Property Law, Professional..., Westlaw, Legal Research, Deeds, Document Review, Short Sales, Foreclosures, Notary Public, HUD, Legal Writing, Courtesy, Meticulous, File Management, Calendaring
Education
North Shore Community College 2007 — 2010
Associate of Science (AS), Paralegal Studies
North Shore Community College 2007 — 2010
Associate Degree, Paralegal Studies
Bernard Ashbahian's Massachusetts Financial Services Experience January 1998 - June 2010
Job I would like to obtain a entry level job as a legal assistant or paralegal
Industry Legal Services
Experience
I am looking for a good job at a great company/ law firm July 2012 - March 2013
LAW OFFICE OF July 2012 - March 2013
MASSACHUSETTS FINANCIAL SERVICES January 1998 - June 2010
H&R Block January 2005 - January 2008
FIRST DATA INVESTOR SERVICES GROUP, INC January 1993 - January 1998
RHODE ISLAND ATTORNEY GENERAL January 1989 - January 1990
Food Research and Action Center January 1988 - January 1989
Skills
Legal Compliance, Legal Documents, Research, Analysis, Legal Writing, Tax, Westlaw, Accounting
Education
National Institute of Paralegal Studies
Providence College 1983 — 1987
BA, History
Training at Rhode Island College
Bachelor of Arts
American Studies
I am looking for a good job at a great company/ law firm July 2012 - March 2013
LAW OFFICE OF July 2012 - March 2013
MASSACHUSETTS FINANCIAL SERVICES January 1998 - June 2010
H&R Block January 2005 - January 2008
FIRST DATA INVESTOR SERVICES GROUP, INC January 1993 - January 1998
RHODE ISLAND ATTORNEY GENERAL January 1989 - January 1990
Food Research and Action Center January 1988 - January 1989
Skills
Legal Compliance, Legal Documents, Research, Analysis, Legal Writing, Tax, Westlaw, Accounting
Education
National Institute of Paralegal Studies
Providence College 1983 — 1987
BA, History
Training at Rhode Island College
Bachelor of Arts
American Studies
Diana Labiad's Massachusetts Financial Services Experience March 1995 - December 1997
Job Experienced Manager with retail and Mutual Fund experience.
Industry Retail
Experience
1105 Media Inc. June 2013 - Present
Macy's November 2011 - November 2012
White's Market December 1998 - April 2011
Massachusetts Financial Services March 1995 - December 1997
Skills
Management, Recruiting, Job Evaluation, Customer Service, Communication Skills, Organization, Account Reconciliation, Microsoft Office, Data Entry, Retail Sales, Cash Handling Experience, Cash Register, Quality Assurance, Highly detail oriented, Time Management, Hardwork, Learning Quickly
Education
Career Source
University of South Florida
1105 Media Inc. June 2013 - Present
Macy's November 2011 - November 2012
White's Market December 1998 - April 2011
Massachusetts Financial Services March 1995 - December 1997
Skills
Management, Recruiting, Job Evaluation, Customer Service, Communication Skills, Organization, Account Reconciliation, Microsoft Office, Data Entry, Retail Sales, Cash Handling Experience, Cash Register, Quality Assurance, Highly detail oriented, Time Management, Hardwork, Learning Quickly
Education
Career Source
University of South Florida
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group