MFS Investment Management
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, Massachusetts, United States Parent organization: Sun Life Financial
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MFS Investment Management Employees
Employee
Years
Job
Industry
Eileen Paddock Eileen Paddock's MFS Investment Management Experience 1992 - 1998
Job President at Elderflower Group, LLC
Industry Management Consulting
Experience
Elderflower Group LLC April 2014 - Present
Alzheimer's Association (Desert Southwest) August 2013 - May 2014
Advisor Vision Marketing, LLC January 2011 - April 2014
Foundation For Senior Living August 2012 - May 2013
FundQuest, Inc. May 2010 - June 2010
FundQuest, Inc. 2006 - May 2010
John Hancock Financial Services 2002 - 2005
LPL Financial Services 2000 - 2002
The Boston Company 1998 - 2000
MFS Investment Management 1992 - 1998
Skills
Marketing, Marketing Strategy, Strategy, Leadership, Public Speaking, Financial Services, Management, Online Marketing, Copywriting, PowerPoint, Marketing Communications, Copy Editing, Research, Business Strategy, Training, Nonprofits, Analysis, Competitive Analysis, Social Services, Sales Presentations, Community Outreach, Business Relationship..., Marketing..., Cross Selling, Website Copy, Gerontology, Elder Care, Alzheimer's disease, Caregivers, Family Caregiving, Consulting, Strategic Consulting, Aging in Place, Older Adults, Strategic Planning, Business Development, Editing, Healthcare, Health Education, Key Account Management, Program Management, Cultural Diversity, Social Justice, Cultural Sensitivity
Education
Arizona State University 2012 — 2014
Master of Social Work (MSW), Social Policy, Administration & Community
University of Arizona & Arizona State University 2012 — 2013
Foundational Graduate Certificate in Gerontology
Boston University 1993 — 1997
BS, Management (Business)
Emerson College
Certificate in Copyediting
Elderflower Group LLC April 2014 - Present
Alzheimer's Association (Desert Southwest) August 2013 - May 2014
Advisor Vision Marketing, LLC January 2011 - April 2014
Foundation For Senior Living August 2012 - May 2013
FundQuest, Inc. May 2010 - June 2010
FundQuest, Inc. 2006 - May 2010
John Hancock Financial Services 2002 - 2005
LPL Financial Services 2000 - 2002
The Boston Company 1998 - 2000
MFS Investment Management 1992 - 1998
Skills
Marketing, Marketing Strategy, Strategy, Leadership, Public Speaking, Financial Services, Management, Online Marketing, Copywriting, PowerPoint, Marketing Communications, Copy Editing, Research, Business Strategy, Training, Nonprofits, Analysis, Competitive Analysis, Social Services, Sales Presentations, Community Outreach, Business Relationship..., Marketing..., Cross Selling, Website Copy, Gerontology, Elder Care, Alzheimer's disease, Caregivers, Family Caregiving, Consulting, Strategic Consulting, Aging in Place, Older Adults, Strategic Planning, Business Development, Editing, Healthcare, Health Education, Key Account Management, Program Management, Cultural Diversity, Social Justice, Cultural Sensitivity
Education
Arizona State University 2012 — 2014
Master of Social Work (MSW), Social Policy, Administration & Community
University of Arizona & Arizona State University 2012 — 2013
Foundational Graduate Certificate in Gerontology
Boston University 1993 — 1997
BS, Management (Business)
Emerson College
Certificate in Copyediting
Gwynne Sullivan Gwynne Sullivan's MFS Investment Management Experience December 2002 - April 2006
Job Service Renewal Sales Manager at GBH Communications
Industry Telecommunications
Experience
GBH Communications July 2006 - Present
Vector Marketing August 1999 - December 2006
Direct Access Systems April 2006 - July 2006
MFS Investment Management December 2002 - April 2006
Skills
Creative Problem Solving, Services Sales, Solution Selling, Telecommunications, Customer Service, Video Conferencing, Direct Sales, Call Center, VoIP, Sales Process, Account Management, Unified Communications, Sales Management, Managed Services, Sales, Channel Partners, Wireless, Professional Services, Cisco Technologies, Sales Operations, Selling, Call Centers, Channel Sales, MPLS, SIP, Sales Presentations, Lead Generation, SaaS, Enterprise Software, Business Alliances, B2B, IP, Partner Management, Avaya, Product Marketing, Networking, Telephony, Strategic Partnerships, Cloud Computing, Telepresence, Go-to-market Strategy, Customer Retention, Audio Conferencing, Tandberg, Product Management, CRM, Sales Engineering
Education
Arizona State University 1996 — 2002
Bachelors & Masters Degree, Communication & Social Advocacy
The College of Santa Fe 1994 — 1996
BA, Moving Image Arts
South Mountain High School 1990 — 1994
PCDS
GBH Communications July 2006 - Present
Vector Marketing August 1999 - December 2006
Direct Access Systems April 2006 - July 2006
MFS Investment Management December 2002 - April 2006
Skills
Creative Problem Solving, Services Sales, Solution Selling, Telecommunications, Customer Service, Video Conferencing, Direct Sales, Call Center, VoIP, Sales Process, Account Management, Unified Communications, Sales Management, Managed Services, Sales, Channel Partners, Wireless, Professional Services, Cisco Technologies, Sales Operations, Selling, Call Centers, Channel Sales, MPLS, SIP, Sales Presentations, Lead Generation, SaaS, Enterprise Software, Business Alliances, B2B, IP, Partner Management, Avaya, Product Marketing, Networking, Telephony, Strategic Partnerships, Cloud Computing, Telepresence, Go-to-market Strategy, Customer Retention, Audio Conferencing, Tandberg, Product Management, CRM, Sales Engineering
Education
Arizona State University 1996 — 2002
Bachelors & Masters Degree, Communication & Social Advocacy
The College of Santa Fe 1994 — 1996
BA, Moving Image Arts
South Mountain High School 1990 — 1994
PCDS
Josh Abercrombie, CIMA®, MBA Josh Abercrombie, CIMA®, MBA's MFS Investment Management Experience April 2008 - December 2012
Job Regional Director Institutional Distribution
Industry Financial Services
Experience
Tier 1 Financial Services Company October 2013 - Present
Longboard Asset Management April 2013 - October 2013
MFS Investment Management April 2008 - December 2012
MFS Investment Management October 2005 - April 2008
MFS Investment Management July 2002 - October 2005
Skills
Series 63, Mutual Funds, Asset Allocation, Retirement Planning, Wealth Management, Investments, Investment Strategies, Retirement, Series 6, Separately Managed..., Investment Advisory, Equities, Fixed Income, New Business Development, Territory Mgmt, Public Speaking, Modern Portfolio Theory, Consultative Selling..., Sales Presentations, Financial Markets, Investment Sales, Managed Futures, Portfolio Management
Education
University of Phoenix 2006 — 2007
Master of Business Adminsitration
Arizona State University - W. P. Carey School of Business 2000 — 2002
Bachelor of Science, Finance
Tier 1 Financial Services Company October 2013 - Present
Longboard Asset Management April 2013 - October 2013
MFS Investment Management April 2008 - December 2012
MFS Investment Management October 2005 - April 2008
MFS Investment Management July 2002 - October 2005
Skills
Series 63, Mutual Funds, Asset Allocation, Retirement Planning, Wealth Management, Investments, Investment Strategies, Retirement, Series 6, Separately Managed..., Investment Advisory, Equities, Fixed Income, New Business Development, Territory Mgmt, Public Speaking, Modern Portfolio Theory, Consultative Selling..., Sales Presentations, Financial Markets, Investment Sales, Managed Futures, Portfolio Management
Education
University of Phoenix 2006 — 2007
Master of Business Adminsitration
Arizona State University - W. P. Carey School of Business 2000 — 2002
Bachelor of Science, Finance
Jeffrey MacCune's MFS Investment Management Experience April 2015 - Present
Job Defined Contribution Specialist at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management April 2015 - Present
MFS Investment Management July 2012 - April 2015
Babson College Student Financial Services September 2008 - June 2012
PrimeTime Lacrosse September 2008 - June 2012
Sidoti & Company, LLC June 2011 - July 2011
GW & Wade, LLC May 2008 - June 2008
Skills
Account Management, Economics
Education
Babson College 2008 — 2012
Bachelor of Science, Business Management; Finance
Thayer Academy 2004 — 2008
MFS Investment Management April 2015 - Present
MFS Investment Management July 2012 - April 2015
Babson College Student Financial Services September 2008 - June 2012
PrimeTime Lacrosse September 2008 - June 2012
Sidoti & Company, LLC June 2011 - July 2011
GW & Wade, LLC May 2008 - June 2008
Skills
Account Management, Economics
Education
Babson College 2008 — 2012
Bachelor of Science, Business Management; Finance
Thayer Academy 2004 — 2008
Paul Grip III's MFS Investment Management Experience June 2015 - Present
Job Defined Contribution Specialist at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management June 2015 - Present
MFS Investment Management March 2013 - May 2015
MFS Investment Management December 2012 - February 2013
AXA Advisors August 2012 - November 2012
Fidelity Investments June 2011 - August 2011
Metso Automation May 2010 - August 2010
Skills
Microsoft Word, Microsoft Excel, HTML, JavaScript, CSS
Education
Babson College 2008 — 2012
Bachelor of Science (B.S.), Finance, General
Shrewsbury High School 2004 — 2008
MFS Investment Management June 2015 - Present
MFS Investment Management March 2013 - May 2015
MFS Investment Management December 2012 - February 2013
AXA Advisors August 2012 - November 2012
Fidelity Investments June 2011 - August 2011
Metso Automation May 2010 - August 2010
Skills
Microsoft Word, Microsoft Excel, HTML, JavaScript, CSS
Education
Babson College 2008 — 2012
Bachelor of Science (B.S.), Finance, General
Shrewsbury High School 2004 — 2008
Kerina Spencer's MFS Investment Management Experience June 2008 - December 2008
Job Financial Analyst at AGM Financial Services
Industry Real Estate
Experience
AGM Financial Services May 2013 - Present
American University August 2012 - December 2013
Overseas Private Investment Corporation September 2012 - May 2013
NEPC September 2011 - July 2012
Inman Square Capital January 2011 - May 2011
MFS Investment Management June 2008 - December 2008
State Street Corporation July 2007 - December 2007
Skills
Bloomberg, Financial Accounting, Financial Modeling, Securities, Corporate Actions, Investments, Private Equity, Accounting, Valuation, Corporate Finance, Economics, Finance
Education
American University 2012 — 2013
Master of Science (M.S.)
Brandeis International Business School 2009 — 2011
Master of Arts
2009UNIVERSITY OF MASSACHUSETTS 2004 — 2009
Bachelor of Arts
AGM Financial Services May 2013 - Present
American University August 2012 - December 2013
Overseas Private Investment Corporation September 2012 - May 2013
NEPC September 2011 - July 2012
Inman Square Capital January 2011 - May 2011
MFS Investment Management June 2008 - December 2008
State Street Corporation July 2007 - December 2007
Skills
Bloomberg, Financial Accounting, Financial Modeling, Securities, Corporate Actions, Investments, Private Equity, Accounting, Valuation, Corporate Finance, Economics, Finance
Education
American University 2012 — 2013
Master of Science (M.S.)
Brandeis International Business School 2009 — 2011
Master of Arts
2009UNIVERSITY OF MASSACHUSETTS 2004 — 2009
Bachelor of Arts
Chanel Bardaro's MFS Investment Management Experience June 2014 - August 2014
Job Foundations of Management and Entrepreneurship Mentor at Babson College
Industry
Experience
Babson College September 2013 - Present
State Street May 2015 - August 2015
MFS Investment Management June 2014 - August 2014
New York Life RPS June 2013 - August 2013
Bands with Benefits December 2012 - April 2013
Skills
Microsoft Office, Windows, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Time Management, Entrepreneurship
Education
Babson College 2012 — 2016
Bachelor’s Degree, Business Administration, Corporate Finance, Senior
Melrose High School 2008 — 2012
High School Diploma
Babson College September 2013 - Present
State Street May 2015 - August 2015
MFS Investment Management June 2014 - August 2014
New York Life RPS June 2013 - August 2013
Bands with Benefits December 2012 - April 2013
Skills
Microsoft Office, Windows, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Time Management, Entrepreneurship
Education
Babson College 2012 — 2016
Bachelor’s Degree, Business Administration, Corporate Finance, Senior
Melrose High School 2008 — 2012
High School Diploma
Teresa Marzolph, SPHR's MFS Investment Management Experience January 2005 - October 2005
Job Human Resource Manager at G/O Digital
Industry Marketing and Advertising
Experience
TEGNA (G/O Digital & KPNX) January 2014 - Present
Stream Global Services June 2011 - January 2014
Auto Safety House November 2007 - June 2011
Arizona's Tooth Doctor for Kids October 2005 - October 2007
MFS Investment Management January 2005 - October 2005
University of Phoenix March 2004 - January 2005
Skills
Budgets, Account Reconciliation, Analysis, Benefits Administration, Benefits Negotiation, Change Management, Conflict Resolution, Customer Service, Deferred Compensation, Employee Benefits, Employee Relations, HIPAA, HRIS, Human Resources, Job Analysis, Leadership, Management, Negotiation, New Hire Orientations, Payroll, Performance Management, Personnel Management, Policy, Process Improvement, Program Management, Recruiting, Talent Management, Team Building, Training, Workforce Planning, Employee Engagement, FMLA, Onboarding
Education
Adams State University 1998 — 2001
BA
TEGNA (G/O Digital & KPNX) January 2014 - Present
Stream Global Services June 2011 - January 2014
Auto Safety House November 2007 - June 2011
Arizona's Tooth Doctor for Kids October 2005 - October 2007
MFS Investment Management January 2005 - October 2005
University of Phoenix March 2004 - January 2005
Skills
Budgets, Account Reconciliation, Analysis, Benefits Administration, Benefits Negotiation, Change Management, Conflict Resolution, Customer Service, Deferred Compensation, Employee Benefits, Employee Relations, HIPAA, HRIS, Human Resources, Job Analysis, Leadership, Management, Negotiation, New Hire Orientations, Payroll, Performance Management, Personnel Management, Policy, Process Improvement, Program Management, Recruiting, Talent Management, Team Building, Training, Workforce Planning, Employee Engagement, FMLA, Onboarding
Education
Adams State University 1998 — 2001
BA
Sam Bongiovanni's MFS Investment Management Experience June 2004 - June 2006
Job Director, Executive Compensation at Nike
Industry Human Resources
Experience
Nike August 2015 - Present
DigitalGlobe June 2012 - July 2015
Flextronics June 2009 - June 2012
Equity Methods June 2006 - May 2009
MFS Investment Management June 2004 - June 2006
Skills
Executive Compensation..., Employee Recognition, Employee Stock Options, Bonus Programs, Deferred Compensation, Compensation Structures, Human Resources, Cross-functional Team...
Education
Arizona State University 2006 — 2008
Master of Business Administration (MBA)
Tulane University 1998 — 2002
Bachelor's degree, Finance, General
Nike August 2015 - Present
DigitalGlobe June 2012 - July 2015
Flextronics June 2009 - June 2012
Equity Methods June 2006 - May 2009
MFS Investment Management June 2004 - June 2006
Skills
Executive Compensation..., Employee Recognition, Employee Stock Options, Bonus Programs, Deferred Compensation, Compensation Structures, Human Resources, Cross-functional Team...
Education
Arizona State University 2006 — 2008
Master of Business Administration (MBA)
Tulane University 1998 — 2002
Bachelor's degree, Finance, General
Oleg Tchertchenko Oleg Tchertchenko's MFS Investment Management Experience January 2006 - Present
Job System Architect at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management January 2006 - Present
EBSCO Information Services April 2003 - January 2006
BrassRing/Kenexa, an IBM Company August 2000 - September 2002
Chartered Professional Accountants of Ontario (The Institute of Chartered Accountants of Ontario) May 1999 - August 2000
Skills
Software Development, Business Analysis, Requirements Analysis, Software Project..., Enterprise Architecture, Enterprise Content..., SharePoint, Cloud Computing, Web Services, Agile Methodologies, SDLC, ALM, TFS, Big Data, Business Intelligence, Strategy, Management Consulting, Business Strategy, Strategic Planning
Education
Harvard University 2010 — 2014
ALM, Management
Boston University 2002 — 2004
MS, Computer Science
Kyiv national university of trade and economics (KNUTE) 1993 — 1995
MS, Economics, Accounting and Finance
MFS Investment Management January 2006 - Present
EBSCO Information Services April 2003 - January 2006
BrassRing/Kenexa, an IBM Company August 2000 - September 2002
Chartered Professional Accountants of Ontario (The Institute of Chartered Accountants of Ontario) May 1999 - August 2000
Skills
Software Development, Business Analysis, Requirements Analysis, Software Project..., Enterprise Architecture, Enterprise Content..., SharePoint, Cloud Computing, Web Services, Agile Methodologies, SDLC, ALM, TFS, Big Data, Business Intelligence, Strategy, Management Consulting, Business Strategy, Strategic Planning
Education
Harvard University 2010 — 2014
ALM, Management
Boston University 2002 — 2004
MS, Computer Science
Kyiv national university of trade and economics (KNUTE) 1993 — 1995
MS, Economics, Accounting and Finance
Marc Manzi's MFS Investment Management Experience January 2000 - March 2008
Job PC Support Specialist at Polartec
Industry Textiles
Experience
Polartec March 2008 - Present
MFS Investment Management January 2000 - March 2008
Skills
Windows 7, Windows XP Pro, Windows 2000, Microsoft Office, Laptops, Printers, Blackberry, Computer Hardware, Norton Ghost, Software Installation, Blackberry Enterprise..., Remote Desktop, Desktop Administration, Windows XP, Desktop Computers, Workstations
Education
Computer Learning Center 1992 — 1993
Certificate, PC/Network Support
American International College 1987 — 1991
Polartec March 2008 - Present
MFS Investment Management January 2000 - March 2008
Skills
Windows 7, Windows XP Pro, Windows 2000, Microsoft Office, Laptops, Printers, Blackberry, Computer Hardware, Norton Ghost, Software Installation, Blackberry Enterprise..., Remote Desktop, Desktop Administration, Windows XP, Desktop Computers, Workstations
Education
Computer Learning Center 1992 — 1993
Certificate, PC/Network Support
American International College 1987 — 1991
Devin Mackie's MFS Investment Management Experience May 2015 - Present
Job Senior Consultant Relations Manager at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management May 2015 - Present
MFS Investment Management September 2012 - May 2015
MFS Investment Management February 2012 - September 2012
MFS Investment Management July 2008 - March 2012
Fidelity Investments May 2007 - July 2008
Education
Babson College - Franklin W. Olin Graduate School of Business
MFS Investment Management May 2015 - Present
MFS Investment Management September 2012 - May 2015
MFS Investment Management February 2012 - September 2012
MFS Investment Management July 2008 - March 2012
Fidelity Investments May 2007 - July 2008
Education
Babson College - Franklin W. Olin Graduate School of Business
Jeffrey Burk Jeffrey Burk's MFS Investment Management Experience June 2007 - October 2007
Job P & P Business Analyst at Safeguard Properties
Industry Real Estate
Experience
Safeguard Properties July 2014 - Present
1 EDI Source, Inc. September 2013 - July 2014
FirstEnergy April 2010 - September 2013
FirstEnergy July 2008 - April 2010
S.A. Comunale Company, Inc. December 2007 - July 2008
MFS Investment Management June 2007 - October 2007
FirstEnergy July 2004 - December 2006
Domino's Pizza January 2001 - July 2004
Skills
Project Management, Process Improvement, Customer Service, Invoicing, Business Analysis
Education
Arizona State University 2014 — 2016
Bachelor's Degree, Technological Entrepreneurship and Management
Malone College 2010 — 2012
BA, Management, Marketing
The University of Akron 2008 — 2009
BS, Accounting and Finance
Glendale Community College 2007 — 2007
Business Administration and Management, General
The University of Akron 2004 — 2006
Bachelor of Science (BS), Accounting and Business/Management
Hondros College 2003 — 2003
Certification, Real Estate
Safeguard Properties July 2014 - Present
1 EDI Source, Inc. September 2013 - July 2014
FirstEnergy April 2010 - September 2013
FirstEnergy July 2008 - April 2010
S.A. Comunale Company, Inc. December 2007 - July 2008
MFS Investment Management June 2007 - October 2007
FirstEnergy July 2004 - December 2006
Domino's Pizza January 2001 - July 2004
Skills
Project Management, Process Improvement, Customer Service, Invoicing, Business Analysis
Education
Arizona State University 2014 — 2016
Bachelor's Degree, Technological Entrepreneurship and Management
Malone College 2010 — 2012
BA, Management, Marketing
The University of Akron 2008 — 2009
BS, Accounting and Finance
Glendale Community College 2007 — 2007
Business Administration and Management, General
The University of Akron 2004 — 2006
Bachelor of Science (BS), Accounting and Business/Management
Hondros College 2003 — 2003
Certification, Real Estate
Sean Porter Sean Porter's MFS Investment Management Experience November 2014 - Present
Job Fund Accounting Analyst II at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management November 2014 - Present
EMC May 2013 - September 2013
Education
Commonwealth Honors College (University of Massachusetts, Amherst) 2010 — 2014
Finance
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
Bachelor of Business Administration (BBA), Finance, 3.71
University of Manchester - Manchester Business School 2012 — 2012
Business/Commerce, General
Norwood Senior High School 2006 — 2010
MFS Investment Management November 2014 - Present
EMC May 2013 - September 2013
Education
Commonwealth Honors College (University of Massachusetts, Amherst) 2010 — 2014
Finance
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
Bachelor of Business Administration (BBA), Finance, 3.71
University of Manchester - Manchester Business School 2012 — 2012
Business/Commerce, General
Norwood Senior High School 2006 — 2010
Alessandra DiLillo's MFS Investment Management Experience July 2011 - February 2012
Job CoOp at Jill's List
Industry Higher Education
Experience
Jill's List January 2013 - July 2013
MFS Investment Management July 2011 - February 2012
Northeastern University 2012 - 2012
OLYMPIC STEEL, Inc May 2010 - August 2010
BelVino LLC May 2009 - August 2009
Honduras Mission Trip Tegucigalpa, HondurasService Group July 2008 - March 2009
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Event Planning, Microsoft Word, Event Management, Outlook, Customer Service, Management, Sales, Social Media Marketing, Social Networking
Education
Northeastern University, D’Amore-McKim School of Business
Bachelor of Science Degree, Business Administration; Entrepreneurship
American College of Thessaloniki 2009 — 2009
Gilmour Academy 1994 — 2009
High School Diploma
Jill's List January 2013 - July 2013
MFS Investment Management July 2011 - February 2012
Northeastern University 2012 - 2012
OLYMPIC STEEL, Inc May 2010 - August 2010
BelVino LLC May 2009 - August 2009
Honduras Mission Trip Tegucigalpa, HondurasService Group July 2008 - March 2009
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Event Planning, Microsoft Word, Event Management, Outlook, Customer Service, Management, Sales, Social Media Marketing, Social Networking
Education
Northeastern University, D’Amore-McKim School of Business
Bachelor of Science Degree, Business Administration; Entrepreneurship
American College of Thessaloniki 2009 — 2009
Gilmour Academy 1994 — 2009
High School Diploma
Henry Pozzuoli's MFS Investment Management Experience 2007 - 2010
Job CEO at HAP Enterprises Construction Division
Industry Information Technology and Services
Experience
HAP Enterprises Construction Division November 2014 - Present
HAP Enterprises Corp June 2014 - Present
Rubber Ducky Laundromat September 2012 - Present
RBS Citizens Group 2010 - 2012
MFS Investment Management 2007 - 2010
State Street 2002 - 2007
Skills
Risk Management, Microsoft Office, Oracle HR, Oracle E-Business Suite, Oracle Reports, Bloomberg Terminal, Forecasting, Account Management, Financial Accounting, Program Management, Management, Project Portfolio..., Portfolio Performance..., Department Budgeting, Budget Process, Performance Management, Business Process, Business Process..., Small Business
Education
Assumption College 1996 — 2000
Bachelor's degree, Education, 3.5
HAP Enterprises Construction Division November 2014 - Present
HAP Enterprises Corp June 2014 - Present
Rubber Ducky Laundromat September 2012 - Present
RBS Citizens Group 2010 - 2012
MFS Investment Management 2007 - 2010
State Street 2002 - 2007
Skills
Risk Management, Microsoft Office, Oracle HR, Oracle E-Business Suite, Oracle Reports, Bloomberg Terminal, Forecasting, Account Management, Financial Accounting, Program Management, Management, Project Portfolio..., Portfolio Performance..., Department Budgeting, Budget Process, Performance Management, Business Process, Business Process..., Small Business
Education
Assumption College 1996 — 2000
Bachelor's degree, Education, 3.5
Joseph (Joe) Dello Russo's MFS Investment Management Experience August 1994 - May 2003
Job Senior Managing Director at Convergence, Inc.
Industry Financial Services
Experience
Convergence, Inc. January 2015 - Present
Fide Advisors March 2012 - Present
BNY Mellon Charitable Gift Fund August 2012 - Present
Berklee College of Music December 2010 - Present
Center for Collaborative Education June 2009 - Present
Vsnap February 2012 - January 2015
Smart Lunches November 2012 - October 2014
Babson College June 2009 - June 2012
Various Volunteer Activities May 2003 - December 2010
MFS Investment Management August 1994 - May 2003
Skills
Managerial Finance, Financial Analysis, Due Diligence, Start-ups, Strategy, Financial Modeling, Strategic Planning, Mergers, Corporate Finance, Business Strategy, Asset Managment, Strategic Financial..., Accounting, Financial Reporting, Budgets
Education
Babson College 1977 — 1981
B.S., Accounting/American Studies
Convergence, Inc. January 2015 - Present
Fide Advisors March 2012 - Present
BNY Mellon Charitable Gift Fund August 2012 - Present
Berklee College of Music December 2010 - Present
Center for Collaborative Education June 2009 - Present
Vsnap February 2012 - January 2015
Smart Lunches November 2012 - October 2014
Babson College June 2009 - June 2012
Various Volunteer Activities May 2003 - December 2010
MFS Investment Management August 1994 - May 2003
Skills
Managerial Finance, Financial Analysis, Due Diligence, Start-ups, Strategy, Financial Modeling, Strategic Planning, Mergers, Corporate Finance, Business Strategy, Asset Managment, Strategic Financial..., Accounting, Financial Reporting, Budgets
Education
Babson College 1977 — 1981
B.S., Accounting/American Studies
Rebecca Persaud Rebecca Persaud's MFS Investment Management Experience January 2012 - June 2012
Job Masters of Science in Finance at D'AmoreMcKim School of Business
Industry Financial Services
Experience
BNY Mellon July 2013 - December 2013
Depeche Mode NY May 2013 - June 2013
MFS Investment Management January 2012 - June 2012
Several Families January 2005 - December 2010
Decrotex, Inc June 2008 - August 2008
Skills
Microsoft Excel, Team-orientated, Interpersonal Skill, Highly detail oriented, Organization, Proficient in Excel, Project Management, Data Entry, Microsoft Office, Access, Leadership, Fixed Income, Security Setups, Bloomberg Terminal, Bond Pricing, Asset Management, Merchandising, PowerPoint, Teamwork, Time Management, Financial Analysis, Customer Service, Public Speaking, Microsoft Word, Social Media, Event Planning, Data Analysis, Research
Education
D'Amore-McKim School of Business at Northeastern University 2011 — 2015
D'Amore McKim School of Business Bachelor of Science, Finance & Marketing
American College of Thessaloniki 2010 — 2010
17 credits, Business
Archbishop Molloy High School 2006 — 2010
High School Diploma
Oxford University, Advanced Studies 2008 — 2008
BNY Mellon July 2013 - December 2013
Depeche Mode NY May 2013 - June 2013
MFS Investment Management January 2012 - June 2012
Several Families January 2005 - December 2010
Decrotex, Inc June 2008 - August 2008
Skills
Microsoft Excel, Team-orientated, Interpersonal Skill, Highly detail oriented, Organization, Proficient in Excel, Project Management, Data Entry, Microsoft Office, Access, Leadership, Fixed Income, Security Setups, Bloomberg Terminal, Bond Pricing, Asset Management, Merchandising, PowerPoint, Teamwork, Time Management, Financial Analysis, Customer Service, Public Speaking, Microsoft Word, Social Media, Event Planning, Data Analysis, Research
Education
D'Amore-McKim School of Business at Northeastern University 2011 — 2015
D'Amore McKim School of Business Bachelor of Science, Finance & Marketing
American College of Thessaloniki 2010 — 2010
17 credits, Business
Archbishop Molloy High School 2006 — 2010
High School Diploma
Oxford University, Advanced Studies 2008 — 2008
Kari Hurley Kari Hurley's MFS Investment Management Experience September 2000 - August 2002
Job Director, Human Resources at WTTW/WFMT
Industry Nonprofit Organization Management
Experience
WTTW/WFMT September 2011 - Present
U.S. Cellular December 2010 - September 2011
WTTW/WFMT January 2005 - June 2010
Northwestern University September 2002 - January 2005
MFS Investment Management September 2000 - August 2002
MFS Investment Management March 2000 - September 2000
Juniornet 1999 - 2000
Acme Electric January 1999 - May 1999
Skills
Employee Benefits, Onboarding, HRIS, Employee Relations, Training, Vendor Management, Human Resources, Interviews, Management, Policy, Benefits Administration, Job Evaluation, Personnel Management, Payroll, Performance Appraisal, Job Descriptions, New Hire Orientations, Deferred Compensation, Recruiting, Organizational..., Administration, Talent Acquisition, FMLA, Employee Engagement, Talent Management
Education
Alfred University
Bachelor of Arts, Psychology; Business and Industrial Psychology
Boston University
Master of Science, Human Resource Management
WTTW/WFMT September 2011 - Present
U.S. Cellular December 2010 - September 2011
WTTW/WFMT January 2005 - June 2010
Northwestern University September 2002 - January 2005
MFS Investment Management September 2000 - August 2002
MFS Investment Management March 2000 - September 2000
Juniornet 1999 - 2000
Acme Electric January 1999 - May 1999
Skills
Employee Benefits, Onboarding, HRIS, Employee Relations, Training, Vendor Management, Human Resources, Interviews, Management, Policy, Benefits Administration, Job Evaluation, Personnel Management, Payroll, Performance Appraisal, Job Descriptions, New Hire Orientations, Deferred Compensation, Recruiting, Organizational..., Administration, Talent Acquisition, FMLA, Employee Engagement, Talent Management
Education
Alfred University
Bachelor of Arts, Psychology; Business and Industrial Psychology
Boston University
Master of Science, Human Resource Management
R. Dino Davis, CFA R. Dino Davis, CFA's MFS Investment Management Experience June 2012 - Present
Job Institutional Portfolio Manager at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management June 2012 - Present
Numeric Investors May 2010 - June 2012
Rampart Investment Management February 2008 - August 2009
Pyramis Global Advisors (A Fidelity Investments Company) March 2005 - June 2007
State Street Research February 2001 - February 2005
Wellington Management February 1995 - February 2001
The Boston Group Software Consultants(TBG) August 1994 - February 1995
First American Real Estate Tax Service, Inc. August 1993 - August 1994
United States Army June 1985 - June 1992
Skills
Portfolio Management, Investments, Capital Markets, Series 7, Asset Management, Investment Management, Institutional..., Chartered Financial..., Series 63, Relationship Management, Trading, Fixed Income, Equities
Education
Babson College 1991 — 1993
MBA, International Finance/Marketing
Cornell University 1981 — 1985
BS, Agricultural Economics
Frankfurt American High School
MFS Investment Management June 2012 - Present
Numeric Investors May 2010 - June 2012
Rampart Investment Management February 2008 - August 2009
Pyramis Global Advisors (A Fidelity Investments Company) March 2005 - June 2007
State Street Research February 2001 - February 2005
Wellington Management February 1995 - February 2001
The Boston Group Software Consultants(TBG) August 1994 - February 1995
First American Real Estate Tax Service, Inc. August 1993 - August 1994
United States Army June 1985 - June 1992
Skills
Portfolio Management, Investments, Capital Markets, Series 7, Asset Management, Investment Management, Institutional..., Chartered Financial..., Series 63, Relationship Management, Trading, Fixed Income, Equities
Education
Babson College 1991 — 1993
MBA, International Finance/Marketing
Cornell University 1981 — 1985
BS, Agricultural Economics
Frankfurt American High School
Paul Fichera, CFP® Paul Fichera, CFP®'s MFS Investment Management Experience 1997 - 2007
Job Financial Services Professional focused on 401(k), Investments, and Retirement Income Planning
Industry Financial Services
Experience
Northwestern Mutual 2012 - Present
F-Factor Financial February 2010 - Present
Boston University June 2010 - September 2011
John Hancock 2007 - 2010
MFS Investment Management 1997 - 2007
Putnam Investments 1985 - 1997
Bradford Trust Company 1977 - 1985
Skills
Mutual Funds, Retirement Planning, 401k, Financial Services, Investments, Retirement, Series 63, Asset Management, Finance, Wealth Management, Management, Leadership
Education
Babson College - Franklin W. Olin Graduate School of Business 1981 — 1985
MBA
Wesleyan University 1973 — 1977
BA
Boston College High School 1969 — 1973
Northwestern Mutual 2012 - Present
F-Factor Financial February 2010 - Present
Boston University June 2010 - September 2011
John Hancock 2007 - 2010
MFS Investment Management 1997 - 2007
Putnam Investments 1985 - 1997
Bradford Trust Company 1977 - 1985
Skills
Mutual Funds, Retirement Planning, 401k, Financial Services, Investments, Retirement, Series 63, Asset Management, Finance, Wealth Management, Management, Leadership
Education
Babson College - Franklin W. Olin Graduate School of Business 1981 — 1985
MBA
Wesleyan University 1973 — 1977
BA
Boston College High School 1969 — 1973
Liz Flint Liz Flint's MFS Investment Management Experience 2007 - Present
Job Internal Sales Manager at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management 2007 - Present
Skills
Series 6, Series 7, Series 24, Series 26, Series 51, Series 63, Mutual Funds
Education
Arizona State University 1997 — 2001
Bachelor's Degree, Business Management
MFS Investment Management 2007 - Present
Skills
Series 6, Series 7, Series 24, Series 26, Series 51, Series 63, Mutual Funds
Education
Arizona State University 1997 — 2001
Bachelor's Degree, Business Management
Aleksey Semenov Aleksey Semenov's MFS Investment Management Experience January 1999 - December 2006
Job Business Analyst at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2007 - Present
MFS Investment Management January 1999 - December 2006
Tver 1993 - 1996
Skills
Customer Service, Business Analysis, Business Process..., Business Development, Project Management, Data Analysis, Databases, SharePoint Designer, Web Applications, Microsoft Access, Microsoft Office, Financial Reporting, Financial Applications
Education
Moscow State Industrial University (MSIU) 1983 — 1989
Master's degree, Mechanical Engineering
Ameriprise Financial Services, Inc. January 2007 - Present
MFS Investment Management January 1999 - December 2006
Tver 1993 - 1996
Skills
Customer Service, Business Analysis, Business Process..., Business Development, Project Management, Data Analysis, Databases, SharePoint Designer, Web Applications, Microsoft Access, Microsoft Office, Financial Reporting, Financial Applications
Education
Moscow State Industrial University (MSIU) 1983 — 1989
Master's degree, Mechanical Engineering
Daniel McManus's MFS Investment Management Experience 1993 - 1999
Job Senior Director, Investments at Orbital ATK
Industry Investment Management
Experience
Orbital ATK 2015 - Present
Air Line Pilots Association, International 2007 - 2015
MassDevelopment 2004 - 2007
American Century Investments 2000 - 2002
MFS Investment Management 1993 - 1999
United States Trust Company 1988 - 1992
Education
Babson College
BS, Economics
Columbia University - Columbia Business School
MBA, Business Administration
Orbital ATK 2015 - Present
Air Line Pilots Association, International 2007 - 2015
MassDevelopment 2004 - 2007
American Century Investments 2000 - 2002
MFS Investment Management 1993 - 1999
United States Trust Company 1988 - 1992
Education
Babson College
BS, Economics
Columbia University - Columbia Business School
MBA, Business Administration
Catherine Noonan Antrop's MFS Investment Management Experience January 2015 - Present
Job Senior Sales Training Specialist at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management January 2015 - Present
MFS Investment Management July 2013 - January 2015
MFS Investment Management March 2010 - July 2013
MFS Investment Management May 2007 - March 2010
Tru Vue January 2006 - May 2007
Education
Arizona State University 2003 — 2007
Communication
MFS Investment Management January 2015 - Present
MFS Investment Management July 2013 - January 2015
MFS Investment Management March 2010 - July 2013
MFS Investment Management May 2007 - March 2010
Tru Vue January 2006 - May 2007
Education
Arizona State University 2003 — 2007
Communication
Jennifer Street's MFS Investment Management Experience June 2004 - September 2006
Job Senior Sales Planning Coordinator at SheKnows, LLC
Industry Marketing and Advertising
Experience
SheKnows, LLC November 2012 - Present
Universal Technical Institute March 2009 - September 2012
ROTH Production and MBH Marketing June 2008 - March 2009
Craig A. Koopman, C.P.A., P.C. January 2007 - July 2008
MFS Investment Management June 2004 - September 2006
Skills
Adult Education, Instructional Design, Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, SharePoint, Program Management, Research, Analysis, Accounting, Leadership
Education
Keller Graduate School of Management 2007 — 2009
Art Institute of Phoenix 2006 — 2007
Fashion Marketing
DeVry University 2001 — 2004
Bachelor of Science in Business Administration
SheKnows, LLC November 2012 - Present
Universal Technical Institute March 2009 - September 2012
ROTH Production and MBH Marketing June 2008 - March 2009
Craig A. Koopman, C.P.A., P.C. January 2007 - July 2008
MFS Investment Management June 2004 - September 2006
Skills
Adult Education, Instructional Design, Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, SharePoint, Program Management, Research, Analysis, Accounting, Leadership
Education
Keller Graduate School of Management 2007 — 2009
Art Institute of Phoenix 2006 — 2007
Fashion Marketing
DeVry University 2001 — 2004
Bachelor of Science in Business Administration
Cole Philips Cole Philips's MFS Investment Management Experience January 2006 - March 2008
Job Retirement Plans Internal Sales Leader
Industry Financial Services
Experience
MassMutual Financial Group January 2013 - Present
The Hartford January 2012 - December 2012
The Hartford March 2008 - December 2011
MFS Investment Management January 2006 - March 2008
MFS Investment Management December 2004 - December 2005
Skills
Retirement, Retirement Planning, Defined Contribution, Series 63, Mutual Funds, Series 6, Retirement Plan..., Financial Services, Leadership, Defined Benefit, FINRA, Qualified Retirement..., 401k, Profit Sharing, Series 26, Licensed Life Insurance..., Variable Annuities, Wealth Management, Series 7, Sales, Series 24
Education
Arizona State University 1997 — 2001
Business Administration
MassMutual Financial Group January 2013 - Present
The Hartford January 2012 - December 2012
The Hartford March 2008 - December 2011
MFS Investment Management January 2006 - March 2008
MFS Investment Management December 2004 - December 2005
Skills
Retirement, Retirement Planning, Defined Contribution, Series 63, Mutual Funds, Series 6, Retirement Plan..., Financial Services, Leadership, Defined Benefit, FINRA, Qualified Retirement..., 401k, Profit Sharing, Series 26, Licensed Life Insurance..., Variable Annuities, Wealth Management, Series 7, Sales, Series 24
Education
Arizona State University 1997 — 2001
Business Administration
Doug Wallace, CIMA's MFS Investment Management Experience 1993 - 2006
Job VP Regional Sales Director, Envestnet | Placemark
Industry Investment Management
Experience
Envestnet Placemark April 2012 - Present
Guggenheim Funds Distributors, Inc 2009 - December 2011
DWS Investments 2006 - 2008
MFS Investment Management 1993 - 2006
Skills
Investment Management, Unified Managed Accounts, Investment Products, Mutual Funds, ETFs, Structured Products, Asset Allocation, Modern Portfolio Theory, Effcient Market..., Investments, Equities, Fixed Annuities, 401k, Series 63, Series 7, Alternative Investments, Asset Management, Wealth Management, Separately Managed...
Education
Babson College 1979 — 1984
Bachelor of Science (B.S.), Business Administration and Management, General
Northfield Mount Hermon 1978 — 1979
Westbrook High School
Envestnet Placemark April 2012 - Present
Guggenheim Funds Distributors, Inc 2009 - December 2011
DWS Investments 2006 - 2008
MFS Investment Management 1993 - 2006
Skills
Investment Management, Unified Managed Accounts, Investment Products, Mutual Funds, ETFs, Structured Products, Asset Allocation, Modern Portfolio Theory, Effcient Market..., Investments, Equities, Fixed Annuities, 401k, Series 63, Series 7, Alternative Investments, Asset Management, Wealth Management, Separately Managed...
Education
Babson College 1979 — 1984
Bachelor of Science (B.S.), Business Administration and Management, General
Northfield Mount Hermon 1978 — 1979
Westbrook High School
Chip Crowther Chip Crowther's MFS Investment Management Experience November 1993 - December 1999
Job Vice President & Chief Investment Officer at TriHealth
Industry Investment Management
Experience
Bethesda Inc. & TriHealth November 2011 - Present
Hillenbrand Capital Partners August 2003 - Present
Hillenbrand Capital Partners August 2003 - October 2011
Blue Chip Venture Company January 2000 - February 2003
MFS Investment Management November 1993 - December 1999
Skills
Investments, Portfolio Management, Financial Modeling, Asset Management, Due Diligence, Strategic Planning, Private Equity, Financial Analysis, Valuation, Mergers & Acquisitions
Education
Babson College - Franklin W. Olin Graduate School of Business 1997 — 2000
Master of Business Administration (MBA), Finance & Entrepreneurship
Ohio Wesleyan University 1989 — 1993
Bachelor of Arts (BA), Journalism
The Lawrenceville School 1986 — 1989
Bethesda Inc. & TriHealth November 2011 - Present
Hillenbrand Capital Partners August 2003 - Present
Hillenbrand Capital Partners August 2003 - October 2011
Blue Chip Venture Company January 2000 - February 2003
MFS Investment Management November 1993 - December 1999
Skills
Investments, Portfolio Management, Financial Modeling, Asset Management, Due Diligence, Strategic Planning, Private Equity, Financial Analysis, Valuation, Mergers & Acquisitions
Education
Babson College - Franklin W. Olin Graduate School of Business 1997 — 2000
Master of Business Administration (MBA), Finance & Entrepreneurship
Ohio Wesleyan University 1989 — 1993
Bachelor of Arts (BA), Journalism
The Lawrenceville School 1986 — 1989
Anna Dadashyan Anna Dadashyan's MFS Investment Management Experience April 1996 - Present
Job Senior Analyst, Mutual Fund Operations and Risk Management, MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management April 1996 - Present
Putnam Investments April 1992 - April 1996
Putnam Investments April 1992 - April 1996
Skills
Relationship Management, Risk Management, Mutual Funds, Fixed Income, Financial Services, Hedge Funds, Investments, Securities, CRM, Capital Markets, Derivatives, Financial Markets, Asset Management, Portfolio Management, Financial Analysis, Equities, Asset Allocation, Alternative Investments, Bloomberg, Process Improvement, Business Analysis, 401k, Series 63, Microsoft Excel, Microsoft Office
Education
Azerbaijan University 1980 — 1985
Bachelor of Science, Business Administration, Business Management
Azerbaijan University
MFS Investment Management April 1996 - Present
Putnam Investments April 1992 - April 1996
Putnam Investments April 1992 - April 1996
Skills
Relationship Management, Risk Management, Mutual Funds, Fixed Income, Financial Services, Hedge Funds, Investments, Securities, CRM, Capital Markets, Derivatives, Financial Markets, Asset Management, Portfolio Management, Financial Analysis, Equities, Asset Allocation, Alternative Investments, Bloomberg, Process Improvement, Business Analysis, 401k, Series 63, Microsoft Excel, Microsoft Office
Education
Azerbaijan University 1980 — 1985
Bachelor of Science, Business Administration, Business Management
Azerbaijan University
Dan Buchanan's MFS Investment Management Experience 1997 - 2007
Job Director at ETF Securities
Industry Investment Management
Experience
ETF Securities September 2015 - Present
Quincy Capital Partners, LLC September 2014 - September 2015
Infinity Capital Partners, LLC 2010 - 2013
Guggenheim Partners 2007 - 2010
MFS Investment Management 1997 - 2007
New England Financial 1994 - 1997
Skills
Mutual Funds, Alternative Investments, Separately Managed..., Asset Management, Investments, Investment Strategies, Series 63, Series 7, Modern Portfolio Theory, Fixed Annuities, Selling, Sales Presentations, Relationship Management, Closed-end Funds, Unit Investment Trusts, Entrepreneurship, Sales, ETFs, Entrepreneur, Model Portfolios, Start-up Environments, Consultative Selling, RIA, Foreign Currency, Contract Negotiation, Business Development, Strategy, Series 65
Education
Babson College - Franklin W. Olin Graduate School of Business 2009 — 2011
Master of Business Administration (M.B.A.), Finance / Entrepreneurship
Saint Anselm College 1990 — 1994
Bachelor’s Degree, History
ETF Securities September 2015 - Present
Quincy Capital Partners, LLC September 2014 - September 2015
Infinity Capital Partners, LLC 2010 - 2013
Guggenheim Partners 2007 - 2010
MFS Investment Management 1997 - 2007
New England Financial 1994 - 1997
Skills
Mutual Funds, Alternative Investments, Separately Managed..., Asset Management, Investments, Investment Strategies, Series 63, Series 7, Modern Portfolio Theory, Fixed Annuities, Selling, Sales Presentations, Relationship Management, Closed-end Funds, Unit Investment Trusts, Entrepreneurship, Sales, ETFs, Entrepreneur, Model Portfolios, Start-up Environments, Consultative Selling, RIA, Foreign Currency, Contract Negotiation, Business Development, Strategy, Series 65
Education
Babson College - Franklin W. Olin Graduate School of Business 2009 — 2011
Master of Business Administration (M.B.A.), Finance / Entrepreneurship
Saint Anselm College 1990 — 1994
Bachelor’s Degree, History
Timothy Dolan's MFS Investment Management Experience May 1983 - April 1990
Job Investment Management & Distribution; Managing Partner, Alpha Risk Solutions; Managing Principal, Dolan Capital Group
Industry Financial Services
Experience
Alpha Risk Solutions April 2013 - Present
Dolan Capital Group, LLC 2009 - Present
Fidelity Investments September 1995 - July 2008
GT Global Financial Services April 1990 - September 1995
MFS Investment Management May 1983 - April 1990
Skills
Training, Retirement, Strategic Financial..., Securities, Selling, Retirement Planning, 401k, Mutual Funds, Sales, Investment Management, Investments, Series 7, Financial Services, Fixed Annuities, Asset Allocation, Financial Analysis, Management, Marketing, Alternative Investments, Program Management, Series 24, Risk Management, Asset Management, Wealth Management, Relationship Management, Series 63, Portfolio Management, Insurance, Investment Advisory, Investment Strategies
Education
Securities Industry Institute @ Univ. of Penn Wharton School 2005 — 2007
Securities Industry
Babson College - Franklin W. Olin Graduate School of Business 1995 — 1998
MBA, Marketing & Entrepreneurship
Babson College 1974 — 1978
BS, Management & Investments
Alpha Risk Solutions April 2013 - Present
Dolan Capital Group, LLC 2009 - Present
Fidelity Investments September 1995 - July 2008
GT Global Financial Services April 1990 - September 1995
MFS Investment Management May 1983 - April 1990
Skills
Training, Retirement, Strategic Financial..., Securities, Selling, Retirement Planning, 401k, Mutual Funds, Sales, Investment Management, Investments, Series 7, Financial Services, Fixed Annuities, Asset Allocation, Financial Analysis, Management, Marketing, Alternative Investments, Program Management, Series 24, Risk Management, Asset Management, Wealth Management, Relationship Management, Series 63, Portfolio Management, Insurance, Investment Advisory, Investment Strategies
Education
Securities Industry Institute @ Univ. of Penn Wharton School 2005 — 2007
Securities Industry
Babson College - Franklin W. Olin Graduate School of Business 1995 — 1998
MBA, Marketing & Entrepreneurship
Babson College 1974 — 1978
BS, Management & Investments
Bridget Rosenow's MFS Investment Management Experience April 1998 - June 2004
Job Staff Associate at Goldwasser & Company
Industry Insurance
Experience
Goldwasser & Company July 2015 - Present
Centre Pieces Design March 2012 - Present
Wellesley Financial Group January 2014 - July 2015
State Street Bank October 2010 - March 2012
State Street Bank March 2010 - October 2010
State Street June 2004 - March 2010
MFS Investment Management April 1998 - June 2004
Fidelity Investments July 1987 - April 1998
Skills
Market Data, Vendor Management, Business Analysis, Event Management
Education
Assumption College 1977 — 1981
St. Bernard's Central Catholic High School 1973 — 1977
Goldwasser & Company July 2015 - Present
Centre Pieces Design March 2012 - Present
Wellesley Financial Group January 2014 - July 2015
State Street Bank October 2010 - March 2012
State Street Bank March 2010 - October 2010
State Street June 2004 - March 2010
MFS Investment Management April 1998 - June 2004
Fidelity Investments July 1987 - April 1998
Skills
Market Data, Vendor Management, Business Analysis, Event Management
Education
Assumption College 1977 — 1981
St. Bernard's Central Catholic High School 1973 — 1977
John Scully John Scully's MFS Investment Management Experience June 1994 - July 2007
Job Senior Vice President at Nuveen Securities
Industry Financial Services
Experience
Nuveen Securities January 2010 - Present
Evergreen Investments July 2007 - January 2010
MFS Investment Management June 1994 - July 2007
GMO May 1993 - June 1994
Skills
Financial Advisory, Series 7, Mutual Funds, Investments, Series 63, Alternative Investments, Asset Allocation, Asset Management, Equities, Wealth Management, Fixed Income, Investment Strategies, Hedge Funds, ETFs, Securities, Portfolio Management, Investment Advisory, Series 24, Series 65, Separately Managed..., Investment Management, Capital Markets, Uniform Combined State..., Series 6, 401k, Risk Management, Strategic Financial..., Retirement Planning, Bonds, Estate Planning
Education
Babson College - Franklin W. Olin Graduate School of Business 2004 — 2006
MBA, Business
St. Lawrence University 1989 — 1993
BA, History/Economics
Pingree School 1985 — 1989
Nuveen Securities January 2010 - Present
Evergreen Investments July 2007 - January 2010
MFS Investment Management June 1994 - July 2007
GMO May 1993 - June 1994
Skills
Financial Advisory, Series 7, Mutual Funds, Investments, Series 63, Alternative Investments, Asset Allocation, Asset Management, Equities, Wealth Management, Fixed Income, Investment Strategies, Hedge Funds, ETFs, Securities, Portfolio Management, Investment Advisory, Series 24, Series 65, Separately Managed..., Investment Management, Capital Markets, Uniform Combined State..., Series 6, 401k, Risk Management, Strategic Financial..., Retirement Planning, Bonds, Estate Planning
Education
Babson College - Franklin W. Olin Graduate School of Business 2004 — 2006
MBA, Business
St. Lawrence University 1989 — 1993
BA, History/Economics
Pingree School 1985 — 1989
Anthony Migliozzi's MFS Investment Management Experience September 2004 - September 2005
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2014 - Present
The Hartford April 2007 - March 2014
Prudential Financial September 2005 - April 2007
MFS Investment Management September 2004 - September 2005
Skills
estate and legacy..., 401k, FINRA, Retirement Planning, Series 63, Disability Insurance, Life Insurance, Long-term Care, Mutual Funds, Retirement, Insurance, Investments, Wealth Management, Series 7, IRAs, Term Life Insurance, Sales, Variable Annuities, Fixed Annuities, Series 6
Education
Assumption College
Assumption College
Edward Jones March 2014 - Present
The Hartford April 2007 - March 2014
Prudential Financial September 2005 - April 2007
MFS Investment Management September 2004 - September 2005
Skills
estate and legacy..., 401k, FINRA, Retirement Planning, Series 63, Disability Insurance, Life Insurance, Long-term Care, Mutual Funds, Retirement, Insurance, Investments, Wealth Management, Series 7, IRAs, Term Life Insurance, Sales, Variable Annuities, Fixed Annuities, Series 6
Education
Assumption College
Assumption College
Luke Getz's MFS Investment Management Experience October 2011 - September 2012
Job !
Industry Insurance
Experience
QBE Insurance August 2014 - Present
MFS Investment Management October 2011 - September 2012
Wells Fargo Bank April 2004 - May 2006
Skills
Finance, Microsoft Office, Sales
Education
Arizona State University, W. P. Carey School of Business 2007 — 2012
Business, Business, Communication
QBE Insurance August 2014 - Present
MFS Investment Management October 2011 - September 2012
Wells Fargo Bank April 2004 - May 2006
Skills
Finance, Microsoft Office, Sales
Education
Arizona State University, W. P. Carey School of Business 2007 — 2012
Business, Business, Communication
Chris Rafferty Chris Rafferty's MFS Investment Management Experience February 2014 - Present
Job Director at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management February 2014 - Present
Prudential Investments December 2011 - February 2014
Invesco Ltd. May 2010 - November 2011
Van Kampen Funds October 2007 - June 2010
Education
American University 2002 — 2005
MFS Investment Management February 2014 - Present
Prudential Investments December 2011 - February 2014
Invesco Ltd. May 2010 - November 2011
Van Kampen Funds October 2007 - June 2010
Education
American University 2002 — 2005
Kelly Towns Kelly Towns's MFS Investment Management Experience October 2011 - Present
Job Attorney at MFS Investment Management
Industry Legal Services
Experience
MFS Investment Management October 2011 - Present
Pennsylvania State, Dickinson School of Law, Family Law Clinic August 2010 - May 2011
Community Justice Project May 2010 - August 2010
Dickinson School of Law May 2009 - May 2010
Skills
Mediation, Dispute Resolution, Securities Regulation, Legal Compliance, Securities, Document Review, Contract Negotiation, Legal Documents, Financial Services, Document Drafting, Mutual Funds, Powers of Attorney, Legal Writing, Negotiation
Education
Pennsylvania State University, The Dickinson School of Law 2008 — 2011
J.D., Law
Allegheny College 2003 — 2007
BA, Political Science, English
MFS Investment Management October 2011 - Present
Pennsylvania State, Dickinson School of Law, Family Law Clinic August 2010 - May 2011
Community Justice Project May 2010 - August 2010
Dickinson School of Law May 2009 - May 2010
Skills
Mediation, Dispute Resolution, Securities Regulation, Legal Compliance, Securities, Document Review, Contract Negotiation, Legal Documents, Financial Services, Document Drafting, Mutual Funds, Powers of Attorney, Legal Writing, Negotiation
Education
Pennsylvania State University, The Dickinson School of Law 2008 — 2011
J.D., Law
Allegheny College 2003 — 2007
BA, Political Science, English
Christine O'Reilly's MFS Investment Management Experience January 2006 - January 2007
Job Director Field Planning and Strategy
Industry Retail
Experience
Macy's January 2015 - Present
Macy's November 2012 - Present
TOTAL WINE & MORE – POTOMAC January 2012 - November 2012
Burlington Coat Factory January 2010 - January 2012
Ragz Dressware January 2007 - January 2009
MFS Investment Management January 2006 - January 2007
USAA January 2005 - January 2006
Simwey Financial Group January 2004 - January 2005
Dillards 2001 - 2004
Skills
Apparel, Retail, Merchandising, Asset Allocation, Fashion, Sales, Outlook, Product Development, Forecasting, Microsoft Excel, Market Planning, PowerPoint, Management, Marketing, Trend, Inventory Management, Trend Analysis, Merchandise Planning, Customer Service
Education
Fashion Careers College 2008 — 2009
Fashion Design, Fashion Design, Textiles
Arizona State University 2002 — 2006
Bachelors of Science, Global Business Management
Macy's January 2015 - Present
Macy's November 2012 - Present
TOTAL WINE & MORE – POTOMAC January 2012 - November 2012
Burlington Coat Factory January 2010 - January 2012
Ragz Dressware January 2007 - January 2009
MFS Investment Management January 2006 - January 2007
USAA January 2005 - January 2006
Simwey Financial Group January 2004 - January 2005
Dillards 2001 - 2004
Skills
Apparel, Retail, Merchandising, Asset Allocation, Fashion, Sales, Outlook, Product Development, Forecasting, Microsoft Excel, Market Planning, PowerPoint, Management, Marketing, Trend, Inventory Management, Trend Analysis, Merchandise Planning, Customer Service
Education
Fashion Careers College 2008 — 2009
Fashion Design, Fashion Design, Textiles
Arizona State University 2002 — 2006
Bachelors of Science, Global Business Management
Kelly Blume Kelly Blume's MFS Investment Management Experience February 2007 - April 2011
Job Experienced Financial Services Professional
Industry Financial Services
Experience
Vanguard April 2013 - Present
Vanguard September 2011 - April 2013
MFS Investment Management February 2007 - April 2011
MFS Investment Management September 2003 - February 2007
Law Firm of Guttilla & Murphy January 1999 - August 2003
Skills
Customer Service, Mutual Funds, Training, Financial Services, Leadership, Finance, Management, Software Documentation, Risk Management, Series 63, Series 6, Retirement, Securities, Microsoft Office, Process Improvement, Relationship Management
Education
Arizona State University 2001 — 2003
Bachelor of Science, Global Business, Finance
Glendale Community College 1999 — 2001
Associate of Arts, Global Business
Vanguard April 2013 - Present
Vanguard September 2011 - April 2013
MFS Investment Management February 2007 - April 2011
MFS Investment Management September 2003 - February 2007
Law Firm of Guttilla & Murphy January 1999 - August 2003
Skills
Customer Service, Mutual Funds, Training, Financial Services, Leadership, Finance, Management, Software Documentation, Risk Management, Series 63, Series 6, Retirement, Securities, Microsoft Office, Process Improvement, Relationship Management
Education
Arizona State University 2001 — 2003
Bachelor of Science, Global Business, Finance
Glendale Community College 1999 — 2001
Associate of Arts, Global Business
Roberto Villanueva's MFS Investment Management Experience 1995 - 1996
Job Solutions Architect at AGI Worldwide
Industry Information Technology and Services
Experience
AGI Worldwide February 2014 - Present
Merrimack Valley Distributing Co., Inc. January 2010 - February 2014
Konstellation Managed Support Services March 2008 - May 2009
Rocket Computers 1999 - 2008
Massachusetts Housing Finance Agency 1996 - 1999
MFS Investment Management 1995 - 1996
Federated Investors 1994 - 1995
Boston Financial Data Services 1990 - 1994
Skills
Process Improvement, Business Analysis, Vendor Management, Strategic Planning, Project Management, Marketing, Network Security, Network Administration, Network Design, Technology Policy, Technology Solutions, Technical Services, Technical Support, Sales Presentation..., Technical Sales..., Audio Visual System..., Managing Project Budgets, Active Directory..., Windows Server, Program Management, Team Leadership, Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1992 — 1996
MBA, Business Administration and Management, General
Bentley University 1982 — 1987
Bachelor of Science, Marketing
AGI Worldwide February 2014 - Present
Merrimack Valley Distributing Co., Inc. January 2010 - February 2014
Konstellation Managed Support Services March 2008 - May 2009
Rocket Computers 1999 - 2008
Massachusetts Housing Finance Agency 1996 - 1999
MFS Investment Management 1995 - 1996
Federated Investors 1994 - 1995
Boston Financial Data Services 1990 - 1994
Skills
Process Improvement, Business Analysis, Vendor Management, Strategic Planning, Project Management, Marketing, Network Security, Network Administration, Network Design, Technology Policy, Technology Solutions, Technical Services, Technical Support, Sales Presentation..., Technical Sales..., Audio Visual System..., Managing Project Budgets, Active Directory..., Windows Server, Program Management, Team Leadership, Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1992 — 1996
MBA, Business Administration and Management, General
Bentley University 1982 — 1987
Bachelor of Science, Marketing
Stephanie Ayotte Stephanie Ayotte's MFS Investment Management Experience January 2011 - December 2011
Job Director of Marketing USA at TBR Global
Industry Arts and Crafts
Experience
TBR Global July 2015 - Present
TBR Global March 2014 - July 2015
Aquanor Marketing March 2013 - March 2014
Sassysteph14 December 2011 - March 2013
MFS Investment Management January 2011 - December 2011
Neighborhood Diabetes July 2010 - January 2011
Skills
Customer Service, Sewing, Performing Arts, Public Speaking, Social Media, Market Research, Event Planning, Social Networking, Marketing, Entrepreneurship, Social Media Marketing, Facebook, Sales, Retail, CRM, Management, Microsoft Excel, Microsoft Office, PowerPoint
Education
Babson College 2006 — 2010
Bachelor's degree, Marketing
Massachusetts College of Art
Fashion/Apparel Design
Rhode Island School of Design
Fashion/Apparel Design
TBR Global July 2015 - Present
TBR Global March 2014 - July 2015
Aquanor Marketing March 2013 - March 2014
Sassysteph14 December 2011 - March 2013
MFS Investment Management January 2011 - December 2011
Neighborhood Diabetes July 2010 - January 2011
Skills
Customer Service, Sewing, Performing Arts, Public Speaking, Social Media, Market Research, Event Planning, Social Networking, Marketing, Entrepreneurship, Social Media Marketing, Facebook, Sales, Retail, CRM, Management, Microsoft Excel, Microsoft Office, PowerPoint
Education
Babson College 2006 — 2010
Bachelor's degree, Marketing
Massachusetts College of Art
Fashion/Apparel Design
Rhode Island School of Design
Fashion/Apparel Design
Brad Peterson's MFS Investment Management Experience February 2003 - May 2006
Job Division Director at Accounting Principals
Industry Staffing and Recruiting
Experience
Accounting Principals July 2015 - Present
Accounting Principals May 2006 - Present
MFS Investment Management February 2003 - May 2006
Skills
Applicant Tracking..., Internet Recruiting, Temporary Staffing, Permanent Placement, Contract Recruitment, Technical Recruiting, Talent Acquisition, Onboarding, Executive Search, Recruiting, Sourcing, Talent Management, Employee Relations, Human Resources, HRIS, Financial Services, Payroll, Vendor Management, College Recruiting, Temporary Placement, FMLA, Benefits Negotiation, Cold Calling, Screening Resumes, Job Fairs, Recruitment Advertising, Resume, Benefits Administration, Employee Engagement, PeopleSoft, Deferred Compensation, Staffing Services, New Hire Orientations, Candidate Generation, Screening, Personnel Management, Employee Benefits, Job Descriptions, HR Policies, Full-life Cycle..., Behavioral Interviewing, Employer Branding, Resume Writing, Hiring, Taleo, Industrial Sector, Performance Management, Background Checks, Corporate Recruiting, Staff Augmentation
Education
Arizona State University 1998 — 2003
Bachelors, Broadcast Jounalism
Arizona State University 1998 — 2003
Bachelor of Arts (B.A.), Broadcast Journalism
Accounting Principals July 2015 - Present
Accounting Principals May 2006 - Present
MFS Investment Management February 2003 - May 2006
Skills
Applicant Tracking..., Internet Recruiting, Temporary Staffing, Permanent Placement, Contract Recruitment, Technical Recruiting, Talent Acquisition, Onboarding, Executive Search, Recruiting, Sourcing, Talent Management, Employee Relations, Human Resources, HRIS, Financial Services, Payroll, Vendor Management, College Recruiting, Temporary Placement, FMLA, Benefits Negotiation, Cold Calling, Screening Resumes, Job Fairs, Recruitment Advertising, Resume, Benefits Administration, Employee Engagement, PeopleSoft, Deferred Compensation, Staffing Services, New Hire Orientations, Candidate Generation, Screening, Personnel Management, Employee Benefits, Job Descriptions, HR Policies, Full-life Cycle..., Behavioral Interviewing, Employer Branding, Resume Writing, Hiring, Taleo, Industrial Sector, Performance Management, Background Checks, Corporate Recruiting, Staff Augmentation
Education
Arizona State University 1998 — 2003
Bachelors, Broadcast Jounalism
Arizona State University 1998 — 2003
Bachelor of Arts (B.A.), Broadcast Journalism
Shara Fessler Shara Fessler's MFS Investment Management Experience January 2007 - May 2009
Job Senior Vice President at Griffin Capital Securities
Industry Financial Services
Experience
Griffin Capital Securities April 2015 - Present
Cole Capital January 2013 - March 2015
Cole Capital September 2009 - December 2012
MFS Investment Management January 2007 - May 2009
Skills
Series 63, Series 7, Mutual Funds, Wealth Management, 401k, Retirement Planning, Separately Managed..., Asset Allocation, Retirement, Sales, Marketing
Education
Arizona State University, W. P. Carey School of Business 2009 — 2010
MBA
Arizona State University 2001 — 2006
B.A., Sociology
Griffin Capital Securities April 2015 - Present
Cole Capital January 2013 - March 2015
Cole Capital September 2009 - December 2012
MFS Investment Management January 2007 - May 2009
Skills
Series 63, Series 7, Mutual Funds, Wealth Management, 401k, Retirement Planning, Separately Managed..., Asset Allocation, Retirement, Sales, Marketing
Education
Arizona State University, W. P. Carey School of Business 2009 — 2010
MBA
Arizona State University 2001 — 2006
B.A., Sociology
Sean Spaulding, CFA's MFS Investment Management Experience April 2012 - April 2015
Job Vice President at Acadian Asset Management
Industry Investment Management
Experience
Acadian Asset Management September 2015 - Present
MFS Investment Management April 2012 - April 2015
MFS Investment Management April 2007 - April 2012
Monroe & Company August 2005 - March 2007
Mt. Auburn Partners June 2004 - August 2004
Putnam Investments January 2002 - May 2003
Monroe & Company May 1997 - December 2001
Skills
Investments, Marketing, Business Development, Portfolio Management, Public Speaking, Capital Markets, Equities, Leadership, Fixed Income, Strategy, Thought Leadership, Asset Management, Management, Spanish, Financial Modeling, Mutual Funds, Financial Services, Financial Analysis, Alternative Investments, Finance, Valuation, Private Equity, Sales, Investment Management, Risk Management, Product Development, Investment Strategies, Business Strategy, Relationship Management, Series 7, International Business, Series 63, Corporate Finance, Emerging Markets, Economics, Series 24, Strategic Partnerships, UCITS
Education
Northwestern University - Kellogg School of Management 2003 — 2005
Master of Business Administration (MBA)
Babson College 1994 — 1998
Bachelor of Science (B.S.)
IESE Business School
Acadian Asset Management September 2015 - Present
MFS Investment Management April 2012 - April 2015
MFS Investment Management April 2007 - April 2012
Monroe & Company August 2005 - March 2007
Mt. Auburn Partners June 2004 - August 2004
Putnam Investments January 2002 - May 2003
Monroe & Company May 1997 - December 2001
Skills
Investments, Marketing, Business Development, Portfolio Management, Public Speaking, Capital Markets, Equities, Leadership, Fixed Income, Strategy, Thought Leadership, Asset Management, Management, Spanish, Financial Modeling, Mutual Funds, Financial Services, Financial Analysis, Alternative Investments, Finance, Valuation, Private Equity, Sales, Investment Management, Risk Management, Product Development, Investment Strategies, Business Strategy, Relationship Management, Series 7, International Business, Series 63, Corporate Finance, Emerging Markets, Economics, Series 24, Strategic Partnerships, UCITS
Education
Northwestern University - Kellogg School of Management 2003 — 2005
Master of Business Administration (MBA)
Babson College 1994 — 1998
Bachelor of Science (B.S.)
IESE Business School
Antonia Wemyss's MFS Investment Management Experience January 2014 - June 2014
Job Technical Marketing Position at LevelUp
Industry Marketing and Advertising
Experience
Northeastern University September 2012 - Present
LevelUp January 2015 - June 2015
MFS Investment Management January 2014 - June 2014
Fishion Herb Center July 2011 - January 2013
Hollister Co. May 2012 - September 2012
Skills
Microsoft Office, Customer Service, PowerPoint, Research, Photoshop, Teaching, Budgets, Strategic Planning, Negotiation, Editing, Team Building, Public Speaking, Retail, Leadership, Creative Writing, Video Production, Video Editing, Social Networking
Education
The London School of Economics and Political Science (LSE) 2015 — 2015
Marketing & Management Information Systems, Business Administration
Northeastern University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
American College of Thessaloniki 2011 — 2012
Northeastern University September 2012 - Present
LevelUp January 2015 - June 2015
MFS Investment Management January 2014 - June 2014
Fishion Herb Center July 2011 - January 2013
Hollister Co. May 2012 - September 2012
Skills
Microsoft Office, Customer Service, PowerPoint, Research, Photoshop, Teaching, Budgets, Strategic Planning, Negotiation, Editing, Team Building, Public Speaking, Retail, Leadership, Creative Writing, Video Production, Video Editing, Social Networking
Education
The London School of Economics and Political Science (LSE) 2015 — 2015
Marketing & Management Information Systems, Business Administration
Northeastern University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
American College of Thessaloniki 2011 — 2012
Annie Glancy Annie Glancy's MFS Investment Management Experience August 2013 - Present
Job Fixed Income Research Associate
Industry Investment Management
Experience
MFS Investment Management August 2013 - Present
Amherst College September 2009 - May 2013
MFS Investment Management June 2012 - August 2012
Community Water Solutions May 2011 - June 2011
Skills
Microsoft Excel, Bloomberg Terminal, Financial Modeling, Research, Economics
Education
Amherst College 2009 — 2013
Bachelor of Arts (B.A.), Economics
London School of Economics and Political Science 2011 — 2011
Accounting and Finance
Phillips Academy Andover 2005 — 2009
Passed Level II of the CFA Program 2014 — 2015
MFS Investment Management August 2013 - Present
Amherst College September 2009 - May 2013
MFS Investment Management June 2012 - August 2012
Community Water Solutions May 2011 - June 2011
Skills
Microsoft Excel, Bloomberg Terminal, Financial Modeling, Research, Economics
Education
Amherst College 2009 — 2013
Bachelor of Arts (B.A.), Economics
London School of Economics and Political Science 2011 — 2011
Accounting and Finance
Phillips Academy Andover 2005 — 2009
Passed Level II of the CFA Program 2014 — 2015
France Nantel's MFS Investment Management Experience May 2015 - Present
Job Undergraduate student in Finance / MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management May 2015 - Present
Clinique du Parc August 2013 - May 2014
Béton Brunet Ltée April 2013 - August 2013
Béton Brunet 2012 - 2013
Education
John Molson School of Business 2013 — 2016
BAC, Finance, général
42
DEC; Diplômée, Science Humaines profile administration
MFS Investment Management May 2015 - Present
Clinique du Parc August 2013 - May 2014
Béton Brunet Ltée April 2013 - August 2013
Béton Brunet 2012 - 2013
Education
John Molson School of Business 2013 — 2016
BAC, Finance, général
42
DEC; Diplômée, Science Humaines profile administration
Nick Quan Nick Quan's MFS Investment Management Experience September 2003 - March 2004
Job Sourcing Manager at Johnson & Johnson
Industry Hospital & Health Care
Experience
Johnson & Johnson August 2014 - Present
Johnson & Johnson June 2013 - August 2014
Cisco Systems May 2012 - August 2012
Piaggio Group Americas, Inc October 2005 - August 2011
Piaggio Group Americas, Inc March 2004 - October 2005
Piaggio Group Americas, Inc March 2004 - October 2005
MFS Investment Management September 2003 - March 2004
Piaggio Group Americas, Inc May 2001 - August 2003
Skills
Sales Operations, Marketing Strategy, Business Development, New Business Development, Leadership, Business Planning, Management, Sales, Sales Management, Marketing, CRM, Customer Service
Education
Arizona State University, W. P. Carey School of Business
MBA, Supply Chain Financial Management
Loyola Marymount University
BS, Communication Studies
University of Oxford
Summer Program, English Literature
Johnson & Johnson August 2014 - Present
Johnson & Johnson June 2013 - August 2014
Cisco Systems May 2012 - August 2012
Piaggio Group Americas, Inc October 2005 - August 2011
Piaggio Group Americas, Inc March 2004 - October 2005
Piaggio Group Americas, Inc March 2004 - October 2005
MFS Investment Management September 2003 - March 2004
Piaggio Group Americas, Inc May 2001 - August 2003
Skills
Sales Operations, Marketing Strategy, Business Development, New Business Development, Leadership, Business Planning, Management, Sales, Sales Management, Marketing, CRM, Customer Service
Education
Arizona State University, W. P. Carey School of Business
MBA, Supply Chain Financial Management
Loyola Marymount University
BS, Communication Studies
University of Oxford
Summer Program, English Literature
Saja Alidriss Saja Alidriss's MFS Investment Management Experience July 2015 - Present
Job Information Management Coop at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management July 2015 - Present
Skills
Microsoft Excel, Access, FactSet
Education
Northeastern University 2013 — 2017
Bachelor's Degree, Finance, 3.42
American University of Sharjah 2012 — 2013
MFS Investment Management July 2015 - Present
Skills
Microsoft Excel, Access, FactSet
Education
Northeastern University 2013 — 2017
Bachelor's Degree, Finance, 3.42
American University of Sharjah 2012 — 2013
Amanda Reczek Amanda Reczek's MFS Investment Management Experience November 2013 - Present
Job RFP Analyst II at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management November 2013 - Present
PAREXEL International May 2013 - November 2013
PAREXEL October 2012 - May 2013
PAREXEL June 2010 - October 2012
PAREXEL International September 2009 - June 2010
PAREXEL International June 2008 - August 2009
Skills
Clinical Trials, Business Intelligence, Pharmaceutical Industry, CRO, Clinical Development, Regulatory Affairs, CTMS, GCP, Clinical Research, Data Management, ICH-GCP, Infectious Diseases, Sop, Clinical Data Management, Marketing Communications, Competitive Intelligence, Therapeutic Areas
Education
Assumption College 2005 — 2008
Organizational Communication
University of New Hampshire 2004 — 2005
MFS Investment Management November 2013 - Present
PAREXEL International May 2013 - November 2013
PAREXEL October 2012 - May 2013
PAREXEL June 2010 - October 2012
PAREXEL International September 2009 - June 2010
PAREXEL International June 2008 - August 2009
Skills
Clinical Trials, Business Intelligence, Pharmaceutical Industry, CRO, Clinical Development, Regulatory Affairs, CTMS, GCP, Clinical Research, Data Management, ICH-GCP, Infectious Diseases, Sop, Clinical Data Management, Marketing Communications, Competitive Intelligence, Therapeutic Areas
Education
Assumption College 2005 — 2008
Organizational Communication
University of New Hampshire 2004 — 2005
Bill Page Bill Page's MFS Investment Management Experience 1986 - 1987
Job Portfolio Manager, Essex Global Environmental Opportunities Strategy (GEOS)
Industry Investment Management
Experience
Essex Investment Management February 2009 - Present
The Journal of Environmental Investing December 2011 - Present
Energy + Environment Foundation August 2008 - Present
State Street Global Advisors March 1998 - December 2008
Wellington Management February 1994 - March 1998
Fidelity Investments Institutional Services 1993 - 1994
State Street Research and Management Co. 1989 - 1991
MFS Investment Management 1986 - 1987
Skills
Investment Management, Asset Managment, Environmental Investing, ESG, Clean Energy..., Cleantech, New Energy, SRI, Sustainable Energy, Energy, Investments, Sustainability, Equities, Strategy, Asset Management, Investment Strategies, Portfolio Management, Trading, Renewable Energy, Climate Change
Education
Babson College - Franklin W. Olin Graduate School of Business 1991 — 1993
MBA
Boston University 1983 — 1986
BA
Hobart and William Smith Colleges 1982 — 1983
Tabor Academy 1979 — 1982
HS
Essex Investment Management February 2009 - Present
The Journal of Environmental Investing December 2011 - Present
Energy + Environment Foundation August 2008 - Present
State Street Global Advisors March 1998 - December 2008
Wellington Management February 1994 - March 1998
Fidelity Investments Institutional Services 1993 - 1994
State Street Research and Management Co. 1989 - 1991
MFS Investment Management 1986 - 1987
Skills
Investment Management, Asset Managment, Environmental Investing, ESG, Clean Energy..., Cleantech, New Energy, SRI, Sustainable Energy, Energy, Investments, Sustainability, Equities, Strategy, Asset Management, Investment Strategies, Portfolio Management, Trading, Renewable Energy, Climate Change
Education
Babson College - Franklin W. Olin Graduate School of Business 1991 — 1993
MBA
Boston University 1983 — 1986
BA
Hobart and William Smith Colleges 1982 — 1983
Tabor Academy 1979 — 1982
HS
Melissa Bergman Melissa Bergman's MFS Investment Management Experience January 2011 - October 2012
Job Associate, Investment banker at Roth Capital Partners
Industry Financial Services
Experience
Roth Capital Partners November 2012 - Present
MFS Investment Management January 2011 - October 2012
Roth Capital Partners May 2007 - February 2009
Skills
Investments, Portfolio Management, Corporate Finance, Financial Analysis, Series 7, Strategy, Equities, Financial Modeling, Series 63, Valuation, Business Planning, Investor Relations, Sales, Private Equity, Strategic Financial..., Investment Banking, Marketing Strategy, Bloomberg, Financial Advisory, FINRA, Series 79
Education
Arizona State University 2001 — 2006
Bachelor of Science, Finance, International business, French
Université Panthéon Sorbonne (Paris I) 2003 — 2004
Cours de la civilization francaises, business, economics, french civilization
Roth Capital Partners November 2012 - Present
MFS Investment Management January 2011 - October 2012
Roth Capital Partners May 2007 - February 2009
Skills
Investments, Portfolio Management, Corporate Finance, Financial Analysis, Series 7, Strategy, Equities, Financial Modeling, Series 63, Valuation, Business Planning, Investor Relations, Sales, Private Equity, Strategic Financial..., Investment Banking, Marketing Strategy, Bloomberg, Financial Advisory, FINRA, Series 79
Education
Arizona State University 2001 — 2006
Bachelor of Science, Finance, International business, French
Université Panthéon Sorbonne (Paris I) 2003 — 2004
Cours de la civilization francaises, business, economics, french civilization
Tracy Pequeno's MFS Investment Management Experience 2002 - 2008
Job Technology Relationship Manager at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase September 2012 - Present
JPMorgan Chase January 2010 - September 2012
JPMorgan Chase March 2008 - January 2010
MFS Investment Management 2002 - 2008
Thomson Financial 2000 - 2001
Fleet Bank 1998 - 2000
Bank of America 1992 - 1997
Skills
Financial Services, Equities, Fixed Income, Relationship Management, SDLC, Portfolio Management, Business Analysis, Mutual Funds, Corporate Actions, Vendor Management, Asset Managment, Derivatives, Banking, Asset Management, Management, Risk Management, Marathon
Education
Suffolk University - Sawyer School of Management 1995 — 1997
MBA
Assumption College 1987 — 1991
Bachelor of Arts (B.A.), Accounting
Danvers High School
JPMorgan Chase September 2012 - Present
JPMorgan Chase January 2010 - September 2012
JPMorgan Chase March 2008 - January 2010
MFS Investment Management 2002 - 2008
Thomson Financial 2000 - 2001
Fleet Bank 1998 - 2000
Bank of America 1992 - 1997
Skills
Financial Services, Equities, Fixed Income, Relationship Management, SDLC, Portfolio Management, Business Analysis, Mutual Funds, Corporate Actions, Vendor Management, Asset Managment, Derivatives, Banking, Asset Management, Management, Risk Management, Marathon
Education
Suffolk University - Sawyer School of Management 1995 — 1997
MBA
Assumption College 1987 — 1991
Bachelor of Arts (B.A.), Accounting
Danvers High School
Lisa Wojnar's MFS Investment Management Experience September 2012 - Present
Job Preschool Teacher at Drumlin Farm
Industry Farming
Experience
MFS Investment Management September 2012 - Present
MFS Investment Management September 2012 - May 2013
Education
Babson College 2008 — 2012
Leadership
MFS Investment Management September 2012 - Present
MFS Investment Management September 2012 - May 2013
Education
Babson College 2008 — 2012
Leadership
Nick Malatos's MFS Investment Management Experience June 2014 - August 2014
Job Sales Development | Northeast at VMTurbo
Industry Computer Software
Experience
VMTurbo July 2015 - Present
MFS Investment Management June 2014 - August 2014
Babson College May 2013 - August 2013
MIW Corp May 2011 - August 2012
Milton House of Pizza May 2011 - August 2011
Skills
sales, Virtualization, Information Technology, VMTurbo, Team Leadership, Team Building, People Skills, Teamwork, Google Docs, Microsoft Excel, Minitab, Microsoft Word, PowerPoint, Facebook, Accounting, Microsoft Publisher, Powerlifting, Safari, Firefox, Microsoft Office..., Public Speaking, Customer Service, Social Media, Access, Leadership, Solid computer skills, Microsoft Office, IT Solutions
Education
Babson College 2011 — 2015
Bachelor of Business Administration (B.B.A.)
VMTurbo July 2015 - Present
MFS Investment Management June 2014 - August 2014
Babson College May 2013 - August 2013
MIW Corp May 2011 - August 2012
Milton House of Pizza May 2011 - August 2011
Skills
sales, Virtualization, Information Technology, VMTurbo, Team Leadership, Team Building, People Skills, Teamwork, Google Docs, Microsoft Excel, Minitab, Microsoft Word, PowerPoint, Facebook, Accounting, Microsoft Publisher, Powerlifting, Safari, Firefox, Microsoft Office..., Public Speaking, Customer Service, Social Media, Access, Leadership, Solid computer skills, Microsoft Office, IT Solutions
Education
Babson College 2011 — 2015
Bachelor of Business Administration (B.B.A.)
Jessica Mahoney's MFS Investment Management Experience January 2010 - January 2011
Job Media Producer at Cengage Learning
Industry E-Learning
Experience
Cengage Learning January 2011 - Present
MFS Investment Management January 2010 - January 2011
smith&jones advertising August 2007 - May 2009
Alphagraphics May 2006 - August 2007
Allegra Print and Imaging 2005 - 2006
Rybak Inc. January 2005 - September 2005
Bugs B Wear 2003 - 2005
Carlson Fine Jewelry 2001 - 2005
Free Spirit Publishing 2001 - 2002
Skills
HTML, JIRA, Content Management, Media Production, Print, Graphic Design, Illustrator, Brochures, Publishing, Advertising, Marketing, Print Production, Confluence, Project Management, Books, Academic Publishing
Education
Art Institute of Colorado 1998 — 2001
Bachelor of Science (BS), Graphic Design
University of Minnesota Duluth 1995 — 1997
Accounting
Cengage Learning January 2011 - Present
MFS Investment Management January 2010 - January 2011
smith&jones advertising August 2007 - May 2009
Alphagraphics May 2006 - August 2007
Allegra Print and Imaging 2005 - 2006
Rybak Inc. January 2005 - September 2005
Bugs B Wear 2003 - 2005
Carlson Fine Jewelry 2001 - 2005
Free Spirit Publishing 2001 - 2002
Skills
HTML, JIRA, Content Management, Media Production, Print, Graphic Design, Illustrator, Brochures, Publishing, Advertising, Marketing, Print Production, Confluence, Project Management, Books, Academic Publishing
Education
Art Institute of Colorado 1998 — 2001
Bachelor of Science (BS), Graphic Design
University of Minnesota Duluth 1995 — 1997
Accounting
Jennifer Dowd Jennifer Dowd's MFS Investment Management Experience October 2014 - Present
Job Social Media Lead at MFS Investment Management
Industry Marketing and Advertising
Experience
MFS Investment Management October 2014 - Present
MFS Investment Management February 2012 - October 2014
MFS Investment Management February 2010 - February 2012
MFS Investment Management June 2007 - February 2010
MFS Investment Management January 2006 - June 2006
The Gillette Company January 2005 - December 2005
Skills
Social Media Marketing, Marketing, Social Media, Digital Marketing, Project Management, Email Marketing, Marketing Strategy, Marketing Communications
Education
Babson College - Franklin W. Olin Graduate School of Business 2014 — 2016
Candidate for Master of Business Administration (MBA)
Northeastern University 2002 — 2007
Bachelor of Science, Business Administration
Manheim Township 1999 — 2002
MFS Investment Management October 2014 - Present
MFS Investment Management February 2012 - October 2014
MFS Investment Management February 2010 - February 2012
MFS Investment Management June 2007 - February 2010
MFS Investment Management January 2006 - June 2006
The Gillette Company January 2005 - December 2005
Skills
Social Media Marketing, Marketing, Social Media, Digital Marketing, Project Management, Email Marketing, Marketing Strategy, Marketing Communications
Education
Babson College - Franklin W. Olin Graduate School of Business 2014 — 2016
Candidate for Master of Business Administration (MBA)
Northeastern University 2002 — 2007
Bachelor of Science, Business Administration
Manheim Township 1999 — 2002
Jim Folwell Jim Folwell's MFS Investment Management Experience 1990 - 1998
Job SVP Director of Business Development, DCIO and Strategic Platforms at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments January 2011 - Present
FAF Advisors October 2009 - January 2011
State Street Global Advisors May 2008 - January 2009
Pioneer Investments April 2006 - May 2008
Pioneer Investments November 2003 - April 2006
Cerulli Associates April 1999 - October 2002
Fidelity Investments June 1998 - April 1999
MFS Investment Management 1990 - 1998
Skills
Competitive Analysis, Investments, Financial Services, Strategy, Series 7, Mutual Funds, Business Strategy, Consulting, Asset Management, Asset Managment
Education
Babson College - Franklin W. Olin Graduate School of Business 1992 — 1997
MBA, Finance, Research, and Strategic Planning
Florida State University 1987 — 1989
BS, Management
Clearwater High
Nuveen Investments January 2011 - Present
FAF Advisors October 2009 - January 2011
State Street Global Advisors May 2008 - January 2009
Pioneer Investments April 2006 - May 2008
Pioneer Investments November 2003 - April 2006
Cerulli Associates April 1999 - October 2002
Fidelity Investments June 1998 - April 1999
MFS Investment Management 1990 - 1998
Skills
Competitive Analysis, Investments, Financial Services, Strategy, Series 7, Mutual Funds, Business Strategy, Consulting, Asset Management, Asset Managment
Education
Babson College - Franklin W. Olin Graduate School of Business 1992 — 1997
MBA, Finance, Research, and Strategic Planning
Florida State University 1987 — 1989
BS, Management
Clearwater High
Connor Haley's MFS Investment Management Experience May 2015 - August 2015
Job Student at Amherst College
Industry
Experience
Amherst College January 2015 - Present
Amherst College 2013 - Present
MFS Investment Management May 2015 - August 2015
The Adirondack Club February 2011 - September 2014
Education
Amherst College 2013 — 2017
Amherst College January 2015 - Present
Amherst College 2013 - Present
MFS Investment Management May 2015 - August 2015
The Adirondack Club February 2011 - September 2014
Education
Amherst College 2013 — 2017
Naveen K Karla Naveen K Karla's MFS Investment Management Experience December 2014 - Present
Job Senior Consultant at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management December 2014 - Present
John Hancock Financial Services September 2013 - December 2014
HarborOne Bank June 2014 - September 2014
Sysco Foods 2014 - 2014
Microsoft March 2012 - September 2013
IBM January 2011 - February 2012
Progressive Insurance October 2006 - 2010
UNLV 2004 - 2006
Skills
WCF, .NET, C#, ASP.NET, Web Services, SQL Server, XML, AJAX, Agile, JavaScript, C++, jQuery, WPF, Ektron, SharePoint, TFS, Visual Studio, Microsoft SQL Server, Agile Methodologies, ASP.NET MVC, IIS
Education
University of Nevada-Las Vegas 2004 — 2006
MSCS, Optical character recognition
Nagarjuna University
B.Tech, Computer Science
MFS Investment Management December 2014 - Present
John Hancock Financial Services September 2013 - December 2014
HarborOne Bank June 2014 - September 2014
Sysco Foods 2014 - 2014
Microsoft March 2012 - September 2013
IBM January 2011 - February 2012
Progressive Insurance October 2006 - 2010
UNLV 2004 - 2006
Skills
WCF, .NET, C#, ASP.NET, Web Services, SQL Server, XML, AJAX, Agile, JavaScript, C++, jQuery, WPF, Ektron, SharePoint, TFS, Visual Studio, Microsoft SQL Server, Agile Methodologies, ASP.NET MVC, IIS
Education
University of Nevada-Las Vegas 2004 — 2006
MSCS, Optical character recognition
Nagarjuna University
B.Tech, Computer Science
Greg McQuade Greg McQuade's MFS Investment Management Experience July 2012 - May 2015
Job Graduate Student at Babson College, F.W. Olin School of Business
Industry Financial Services
Experience
MFS Investment Management July 2012 - May 2015
MFS Investment Management March 2012 - July 2012
MFS Investment Management July 2010 - March 2012
Wells Fargo Advisors, LLC December 2008 - January 2009
Skills
Series 6, Series 63, Mutual Funds, Separately Managed..., New Client Acquisitions, Investment Strategies, Business Development, Public Speaking, Telephone Skills, Sales Presentations, Sales
Education
Babson College - Franklin W. Olin Graduate School of Business 2015 — 2016
Candidate for Master of Business Administration, Expected Graduation Date of May, 2016
Providence College 2006 — 2010
Bachelor of Science (B.S.), Finance, General
Longmeadow High School 2002 — 2006
MFS Investment Management July 2012 - May 2015
MFS Investment Management March 2012 - July 2012
MFS Investment Management July 2010 - March 2012
Wells Fargo Advisors, LLC December 2008 - January 2009
Skills
Series 6, Series 63, Mutual Funds, Separately Managed..., New Client Acquisitions, Investment Strategies, Business Development, Public Speaking, Telephone Skills, Sales Presentations, Sales
Education
Babson College - Franklin W. Olin Graduate School of Business 2015 — 2016
Candidate for Master of Business Administration, Expected Graduation Date of May, 2016
Providence College 2006 — 2010
Bachelor of Science (B.S.), Finance, General
Longmeadow High School 2002 — 2006
David Cronin's MFS Investment Management Experience June 2008 - Present
Job QA Automation and Performance Manager at MFS Investment Management
Industry Computer Software
Experience
MFS Investment Management June 2008 - Present
Scottsdale Insurance May 2006 - June 2008
Spherion Corporation November 2003 - May 2006
OneSource Information Services, Inc August 1999 - September 2003
IBM 1998 - 1999
Skills
QTP, Quality Center, LoadRunner, Test Automation, Selenium, Quality Assurance, Automation, CRM, Manual Testing, Performance Testing, SDLC, SQL, Software Quality..., Test Cases, Test Management, Test Planning, Test Strategy, Testing, User Acceptance Testing, HP QTP, HP Quality Center, Management, Requirements Analysis, Project Management, Requirements Gathering, Leadership
Education
Babson College 1998 — 2003
MBA
Bryant University 1991 — 1995
BS
MFS Investment Management June 2008 - Present
Scottsdale Insurance May 2006 - June 2008
Spherion Corporation November 2003 - May 2006
OneSource Information Services, Inc August 1999 - September 2003
IBM 1998 - 1999
Skills
QTP, Quality Center, LoadRunner, Test Automation, Selenium, Quality Assurance, Automation, CRM, Manual Testing, Performance Testing, SDLC, SQL, Software Quality..., Test Cases, Test Management, Test Planning, Test Strategy, Testing, User Acceptance Testing, HP QTP, HP Quality Center, Management, Requirements Analysis, Project Management, Requirements Gathering, Leadership
Education
Babson College 1998 — 2003
MBA
Bryant University 1991 — 1995
BS
Patrick Keough's MFS Investment Management Experience January 2000 - January 2003
Job Partner ClearEdge Asset Management Consulting
Industry Information Technology and Services
Experience
ClearEdge Asset Management Consulting April 2008 - Present
InvestTech Systems Consulting June 2005 - April 2008
Charles River Development January 2003 - June 2005
MFS Investment Management January 2000 - January 2003
GetConnected, Inc. November 1998 - January 2000
Zurich Scudder Investments February 1995 - September 1998
State Street April 1994 - January 1995
Skills
Asset Management, Fixed Income, Portfolio Management, Business Analysis, Equities, Trading Systems, Derivatives, Investments, Hedge Funds, SDLC, Mutual Funds, Management, Project Management, Databases, Electronic Trading, Back Office, Market Data, Integration, IT Strategy, Trading, Business Process, Order Management, Middle Office, Financial Services
Education
Boston University 1998 — 2001
MS, Computer Science
Arizona State University 1989 — 1993
BA, Liberal Arts
ClearEdge Asset Management Consulting April 2008 - Present
InvestTech Systems Consulting June 2005 - April 2008
Charles River Development January 2003 - June 2005
MFS Investment Management January 2000 - January 2003
GetConnected, Inc. November 1998 - January 2000
Zurich Scudder Investments February 1995 - September 1998
State Street April 1994 - January 1995
Skills
Asset Management, Fixed Income, Portfolio Management, Business Analysis, Equities, Trading Systems, Derivatives, Investments, Hedge Funds, SDLC, Mutual Funds, Management, Project Management, Databases, Electronic Trading, Back Office, Market Data, Integration, IT Strategy, Trading, Business Process, Order Management, Middle Office, Financial Services
Education
Boston University 1998 — 2001
MS, Computer Science
Arizona State University 1989 — 1993
BA, Liberal Arts
Doug Morrison, PMP's MFS Investment Management Experience June 1993 - February 1995
Job Senior Project Manager at Delphi Technology
Industry Information Technology and Services
Experience
Delphi Technology October 2013 - Present
Vestmark July 2011 - September 2013
Bottomline Technologies November 2009 - June 2011
Wellington Management January 2008 - December 2008
Wellington Management January 2006 - December 2007
Wellington Management January 2000 - December 2005
Wellington Management January 1997 - December 1999
Wellington Management March 1995 - December 1996
MFS Investment Management June 1993 - February 1995
Textron Systems January 1989 - May 1993
Skills
Risk Management, Program Management, Project Management, Process Improvement, Change Management, Full SDLC, Financial Services, Asset Managment, Banking Software, Wealth Management, IT Business Strategy, Vendor Management, PMP, Strategic Planning, Relationship Management, Process Engineering, CRM
Education
Northeastern University 1984 — 1989
BS, Computer Science
King's College, Soto de Viñuelas
King's College, Soto de Viñuelas
Delphi Technology October 2013 - Present
Vestmark July 2011 - September 2013
Bottomline Technologies November 2009 - June 2011
Wellington Management January 2008 - December 2008
Wellington Management January 2006 - December 2007
Wellington Management January 2000 - December 2005
Wellington Management January 1997 - December 1999
Wellington Management March 1995 - December 1996
MFS Investment Management June 1993 - February 1995
Textron Systems January 1989 - May 1993
Skills
Risk Management, Program Management, Project Management, Process Improvement, Change Management, Full SDLC, Financial Services, Asset Managment, Banking Software, Wealth Management, IT Business Strategy, Vendor Management, PMP, Strategic Planning, Relationship Management, Process Engineering, CRM
Education
Northeastern University 1984 — 1989
BS, Computer Science
King's College, Soto de Viñuelas
King's College, Soto de Viñuelas
James Jenney's MFS Investment Management 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
Maria Considine King's MFS Investment Management Experience May 1996 - September 2000
Job Vice President, Practice Management at Commonwealth Finan
Industry Financial Services
Experience
Commonwealth Financial Network May 2013 - Present
Commonwealth Financial Network October 2009 - May 2013
Commonwealth Financial Network May 2007 - October 2009
Commonwealth Financial Network May 2003 - May 2007
Commonwealth Financial Network October 2000 - May 2003
MFS Investment Management May 1996 - September 2000
Scudder, Stevens & Clark March 1987 - December 1994
Skills
Practice Management, Series 6, Series 63, FINRA, Series 26, Certified Predictive..., Certified Kolbe Index...
Education
Smith College 1982 — 1986
A.B., Economics and International Relations
Boston University Graduate School of Management 1998 — 2000
MBA, Organizational Development
Babson College
Women in Leadership
Commonwealth Financial Network May 2013 - Present
Commonwealth Financial Network October 2009 - May 2013
Commonwealth Financial Network May 2007 - October 2009
Commonwealth Financial Network May 2003 - May 2007
Commonwealth Financial Network October 2000 - May 2003
MFS Investment Management May 1996 - September 2000
Scudder, Stevens & Clark March 1987 - December 1994
Skills
Practice Management, Series 6, Series 63, FINRA, Series 26, Certified Predictive..., Certified Kolbe Index...
Education
Smith College 1982 — 1986
A.B., Economics and International Relations
Boston University Graduate School of Management 1998 — 2000
MBA, Organizational Development
Babson College
Women in Leadership
Sharon (Krim) Hayes's MFS Investment Management Experience September 2006 - May 2013
Job Controller at Clarient Global LLC
Industry Financial Services
Experience
Clarient Global LLC October 2014 - Present
Horizon Group USA August 2013 - September 2014
MFS Investment Management September 2006 - May 2013
Bennett Footwear Group January 2004 - August 2006
PricewaterhouseCoopers 1995 - 2004
Skills
Financial Reporting, Financial Analysis
Education
Babson College 1992 — 1995
Burlington High School 1988 — 1991
Clarient Global LLC October 2014 - Present
Horizon Group USA August 2013 - September 2014
MFS Investment Management September 2006 - May 2013
Bennett Footwear Group January 2004 - August 2006
PricewaterhouseCoopers 1995 - 2004
Skills
Financial Reporting, Financial Analysis
Education
Babson College 1992 — 1995
Burlington High School 1988 — 1991
Chad Knaus's MFS Investment Management Experience October 2009 - Present
Job External Wholesaler at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management October 2009 - Present
MFS Investment Management August 2008 - October 2009
MFS Investment Management July 2007 - August 2008
MFS Investment Management July 2005 - June 2007
The Vanguard Group June 2003 - June 2005
Skills
Series 6, Series 7, Series 24, Series 63, Mutual Funds, Public Seminars
Education
Arizona State University 1999 — 2003
BA, Finance
MFS Investment Management October 2009 - Present
MFS Investment Management August 2008 - October 2009
MFS Investment Management July 2007 - August 2008
MFS Investment Management July 2005 - June 2007
The Vanguard Group June 2003 - June 2005
Skills
Series 6, Series 7, Series 24, Series 63, Mutual Funds, Public Seminars
Education
Arizona State University 1999 — 2003
BA, Finance
Kristin Ganong's MFS Investment Management Experience August 2014 - Present
Job VP Director Global Digital Marketing at MFS Investment Management
Industry Marketing and Advertising
Experience
MFS Investment Management August 2014 - Present
Samsung Electronics America February 2013 - August 2014
Diageo 2008 - 2013
MRM Worldwide, McCann Worldgroup 2006 - 2008
Digitas 2003 - 2006
Digitas 1998 - 2001
The Heritage Foundation 1995 - 1998
Skills
Digital Strategy, Brand Management, Integrated Marketing, Digital Marketing, Customer Insight, Marketing Strategy, Relationship Marketing, Mobile Marketing, Interactive Marketing, Online Advertising, Mobile Devices, Strategic Partnerships, CRM, Online Marketing, Digital Media, Advertising, E-commerce, Social Media Marketing, Marketing, Direct Marketing, Social Media, Leadership, Brand Development, Mobile Applications, Competitive Analysis, SEM, Analytics, Media Planning, Email Marketing, Multi-channel Marketing, Strategy, Web Analytics, Segmentation, Marketing Management, Content Strategy, Brand Architecture, Product Marketing, Lead Generation, Marketing Research, Customer Acquisition, Brand Awareness, Kicking Ass, Electronics, Juggling
Education
Babson College - Franklin W. Olin Graduate School of Business 2001 — 2003
MBA, Marketing
Santa Clara University 1991 — 1995
B.S., Political Science
MFS Investment Management August 2014 - Present
Samsung Electronics America February 2013 - August 2014
Diageo 2008 - 2013
MRM Worldwide, McCann Worldgroup 2006 - 2008
Digitas 2003 - 2006
Digitas 1998 - 2001
The Heritage Foundation 1995 - 1998
Skills
Digital Strategy, Brand Management, Integrated Marketing, Digital Marketing, Customer Insight, Marketing Strategy, Relationship Marketing, Mobile Marketing, Interactive Marketing, Online Advertising, Mobile Devices, Strategic Partnerships, CRM, Online Marketing, Digital Media, Advertising, E-commerce, Social Media Marketing, Marketing, Direct Marketing, Social Media, Leadership, Brand Development, Mobile Applications, Competitive Analysis, SEM, Analytics, Media Planning, Email Marketing, Multi-channel Marketing, Strategy, Web Analytics, Segmentation, Marketing Management, Content Strategy, Brand Architecture, Product Marketing, Lead Generation, Marketing Research, Customer Acquisition, Brand Awareness, Kicking Ass, Electronics, Juggling
Education
Babson College - Franklin W. Olin Graduate School of Business 2001 — 2003
MBA, Marketing
Santa Clara University 1991 — 1995
B.S., Political Science
Rick Deveney's MFS Investment Management Experience July 2013 - Present
Job Treasury Analyst at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management July 2013 - Present
MFS Investment Management July 2009 - June 2013
Fidelity Investments 2005 - 2008
Abington Capital 2003 - 2004
Education
Suffolk University 2006 — 2007
MSF
Babson College 2000 — 2004
Suffolk University - Sawyer Business School
MFS Investment Management July 2013 - Present
MFS Investment Management July 2009 - June 2013
Fidelity Investments 2005 - 2008
Abington Capital 2003 - 2004
Education
Suffolk University 2006 — 2007
MSF
Babson College 2000 — 2004
Suffolk University - Sawyer Business School
Albina Boyle's MFS Investment Management Experience July 2006 - Present
Job Manager of Global Trade Support at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management July 2006 - Present
MFS Investment Management October 2003 - July 2006
MFS Investment Management September 2001 - October 2003
MFS Investment Management November 1999 - September 2000
Skills
Equities, Mutual Funds, Fixed Income, Derivatives, Trading, Bloomberg
Education
Suffolk University - Sawyer Business School 2007 — 2010
MS, Finance
Providence College 2003 — 2005
BS, Business Administration
New England College of Finance 2000 — 2002
AS, Mutual Fund Business and Investment
Fargona Davlat Universiteti 1992 — 1994
Bachelor, Foreign Linguistics
MFS Investment Management July 2006 - Present
MFS Investment Management October 2003 - July 2006
MFS Investment Management September 2001 - October 2003
MFS Investment Management November 1999 - September 2000
Skills
Equities, Mutual Funds, Fixed Income, Derivatives, Trading, Bloomberg
Education
Suffolk University - Sawyer Business School 2007 — 2010
MS, Finance
Providence College 2003 — 2005
BS, Business Administration
New England College of Finance 2000 — 2002
AS, Mutual Fund Business and Investment
Fargona Davlat Universiteti 1992 — 1994
Bachelor, Foreign Linguistics
Colleen Rooney's MFS Investment Management Experience 2005 - Present
Job Vice President | Global Retail Distribution Marketing Manager
Industry Financial Services
Experience
MFS Investment Management 2005 - Present
MFS Investment Management December 2003 - 2005
Skills
Strategic Planning, Market Planning, Program Management, Mutual Funds, Product Marketing, Campaign Management, College Savings, Campaign Creation and...
Education
Assumption College 1987 — 1991
MFS Investment Management 2005 - Present
MFS Investment Management December 2003 - 2005
Skills
Strategic Planning, Market Planning, Program Management, Mutual Funds, Product Marketing, Campaign Management, College Savings, Campaign Creation and...
Education
Assumption College 1987 — 1991
Maria Beatriz do amaral assy zerbini's MFS Investment Management Experience 2013 - Present
Job Independent Consultant at MFS, Boston/USA, Cape Town/SA
Industry Financial Services
Experience
MFS Investment Management 2013 - Present
Pro Bono 2010 - 2012
University of Cape Town December 2009 - February 2010
MFS Investment Management 2000 - 2009
BM&FBOVESPA 1997 - 2000
JPMorgan Chase 1997 - 1999
Skills
Research, Mutual Funds, Fixed Income, Equities, Investments, Financial Services, Financial Modeling, Securities, Financial Analysis, Business Analysis, Derivatives, Valuation, Financial Markets, Capital Markets
Education
School of Economics, Business and Accounting at the University of São Paulo 1996 — 2000
phD, economics
School of Economics, Business and Accounting at the University of São Paulo 1993 — 1996
Bachelor's Degree, Economics
IME USP 1991 — 1994
Master's Degree, matematics
IME USP 1986 — 1990
Bachelor's Degree, mathematics
COLÉGIO SANTA CRUZ - 1.985
ESCOLA VERA CRUZ - 1.979
MFS Investment Management 2013 - Present
Pro Bono 2010 - 2012
University of Cape Town December 2009 - February 2010
MFS Investment Management 2000 - 2009
BM&FBOVESPA 1997 - 2000
JPMorgan Chase 1997 - 1999
Skills
Research, Mutual Funds, Fixed Income, Equities, Investments, Financial Services, Financial Modeling, Securities, Financial Analysis, Business Analysis, Derivatives, Valuation, Financial Markets, Capital Markets
Education
School of Economics, Business and Accounting at the University of São Paulo 1996 — 2000
phD, economics
School of Economics, Business and Accounting at the University of São Paulo 1993 — 1996
Bachelor's Degree, Economics
IME USP 1991 — 1994
Master's Degree, matematics
IME USP 1986 — 1990
Bachelor's Degree, mathematics
COLÉGIO SANTA CRUZ - 1.985
ESCOLA VERA CRUZ - 1.979
Colleen McMahon's MFS Investment Management Experience April 2014 - Present
Job Business Systems Analyst at MFS
Industry Financial Services
Jeffrey Milligan's MFS Investment Management Experience December 2000 - June 2006
Job Operations Analyst at Kensington Capital Holdings
Industry Investment Management
Experience
Kensington Capital Holdings August 2013 - Present
Atlantic Trust PWM September 2006 - January 2013
MFS Investment Management December 2000 - June 2006
Skills
Microsoft Office..., Advanced formula and..., Trading Systems:..., Compliance, Portfolio..., Level 1 CRD Compliance..., Level 1 CRD Blotter..., Accounting Systems:..., Performance systems:..., Financial System(s):..., Access, Recruiting, Microsoft Office, Management, Customer Service, Microsoft Excel, Training, Investments, Bloomberg, Securities
Education
Assumption College 1996 — 2000
BA, Economics with a concentration in business
Kensington Capital Holdings August 2013 - Present
Atlantic Trust PWM September 2006 - January 2013
MFS Investment Management December 2000 - June 2006
Skills
Microsoft Office..., Advanced formula and..., Trading Systems:..., Compliance, Portfolio..., Level 1 CRD Compliance..., Level 1 CRD Blotter..., Accounting Systems:..., Performance systems:..., Financial System(s):..., Access, Recruiting, Microsoft Office, Management, Customer Service, Microsoft Excel, Training, Investments, Bloomberg, Securities
Education
Assumption College 1996 — 2000
BA, Economics with a concentration in business
Nick Karafotias's MFS Investment Management Experience 2004 - 2007
Job Fidelity Investments Strategic Advisers
Industry Investment Management
Experience
Fidelity Global Asset Allocation May 2014 - Present
Fidelity Investments - Strategic Advisers January 2012 - May 2014
Fidelity Investments April 2007 - January 2012
MFS Investment Management 2004 - 2007
Fidelity Investments 1996 - 2004
The Boston Company 1992 - 1996
Skills
Equities, Mutual Funds, Financial Services, Market Data, Trading, Corporate Actions, Fixed Income, Relationship Management, Hedge Funds, Alternative Investments, Bloomberg, Fund Of Funds, Securities, Asset Management, FINRA, Trading Systems, Series 7, Investment Management, Risk Management, Financial Markets, Derivatives, Middle Office, Capital Markets, Electronic Trading, Reference Data, ETFs, Bonds, Back Office, Equity Trading, Options, Series 63, Asset Allocation, Asset Managment, Operational Oversight, Operational Risk..., Oversight
Education
Babson College - Franklin W. Olin Graduate School of Business 1995 — 1997
Master of Business Administration (MBA), International Finance
Stonehill College 1987 — 1991
BA, Finance/Economics
Medfield High School 1984 — 1987
Fidelity Global Asset Allocation May 2014 - Present
Fidelity Investments - Strategic Advisers January 2012 - May 2014
Fidelity Investments April 2007 - January 2012
MFS Investment Management 2004 - 2007
Fidelity Investments 1996 - 2004
The Boston Company 1992 - 1996
Skills
Equities, Mutual Funds, Financial Services, Market Data, Trading, Corporate Actions, Fixed Income, Relationship Management, Hedge Funds, Alternative Investments, Bloomberg, Fund Of Funds, Securities, Asset Management, FINRA, Trading Systems, Series 7, Investment Management, Risk Management, Financial Markets, Derivatives, Middle Office, Capital Markets, Electronic Trading, Reference Data, ETFs, Bonds, Back Office, Equity Trading, Options, Series 63, Asset Allocation, Asset Managment, Operational Oversight, Operational Risk..., Oversight
Education
Babson College - Franklin W. Olin Graduate School of Business 1995 — 1997
Master of Business Administration (MBA), International Finance
Stonehill College 1987 — 1991
BA, Finance/Economics
Medfield High School 1984 — 1987
Craig McKenna's MFS Investment Management Experience November 2009 - Present
Job VP, Director National Accounts at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management November 2009 - Present
AllianceBernstein February 2005 - October 2009
State Street Research 1998 - 2005
Education
Babson College 1990 — 1994
MFS Investment Management November 2009 - Present
AllianceBernstein February 2005 - October 2009
State Street Research 1998 - 2005
Education
Babson College 1990 — 1994
Andrew Osvald's MFS Investment Management Experience March 2010 - Present
Job Regional Internal Wholesaler at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management March 2010 - Present
AmTrust Bank July 2009 - February 2010
ING February 2006 - March 2009
Westin Hotels November 2002 - February 2006
Merrill Lynch April 2000 - June 2002
Skills
Mutual Funds, Separately Managed..., Client Seminars, Business Development, Investment Strategies, Client Acquisition, Series 6, Series 63
Education
Arizona State University
MFS Investment Management March 2010 - Present
AmTrust Bank July 2009 - February 2010
ING February 2006 - March 2009
Westin Hotels November 2002 - February 2006
Merrill Lynch April 2000 - June 2002
Skills
Mutual Funds, Separately Managed..., Client Seminars, Business Development, Investment Strategies, Client Acquisition, Series 6, Series 63
Education
Arizona State University
Amy Cieszynski's MFS Investment Management Experience December 2007 - March 2010
Job Team Manager at Columbia Management
Industry Financial Services
Experience
Columbia Management September 2014 - Present
EMC October 2010 - September 2014
MFS Investment Management December 2007 - March 2010
MFS Investment Management September 2004 - December 2007
Lincoln Financial Group February 2004 - September 2004
Allmerica Financial February 2002 - November 2003
Skills
Mutual Funds, Financial Services, Investments, Series 6, Series 63, Series 7, Asset Management, Relationship Management, Management, Sales, Training, Fixed Income, Wealth Management, Compliance, Sales Operations, Risk Management, FINRA, Securities, Equities, Asset Allocation, Insurance
Education
Assumption College 2010 — 2012
MBA, Finance
Assumption College 1992 — 1996
Bachelor of Arts, Sociology
Columbia Management September 2014 - Present
EMC October 2010 - September 2014
MFS Investment Management December 2007 - March 2010
MFS Investment Management September 2004 - December 2007
Lincoln Financial Group February 2004 - September 2004
Allmerica Financial February 2002 - November 2003
Skills
Mutual Funds, Financial Services, Investments, Series 6, Series 63, Series 7, Asset Management, Relationship Management, Management, Sales, Training, Fixed Income, Wealth Management, Compliance, Sales Operations, Risk Management, FINRA, Securities, Equities, Asset Allocation, Insurance
Education
Assumption College 2010 — 2012
MBA, Finance
Assumption College 1992 — 1996
Bachelor of Arts, Sociology
Sean Kenney, CFA's MFS Investment Management Experience February 2008 - Present
Job Director Institutional Sales
Industry Financial Services
Experience
MFS Investment Management February 2008 - Present
MFS Investment Management February 2006 - February 2008
MFS Investment Management February 2004 - February 2006
Skills
Asset Management, Leadership, Investments
Education
MIT Sloan School of Management 2013 — 2015
MBA
Assumption College 1999 — 2003
Economics / Finance, Economics & Finance, Magna Cum Laude
MFS Investment Management February 2008 - Present
MFS Investment Management February 2006 - February 2008
MFS Investment Management February 2004 - February 2006
Skills
Asset Management, Leadership, Investments
Education
MIT Sloan School of Management 2013 — 2015
MBA
Assumption College 1999 — 2003
Economics / Finance, Economics & Finance, Magna Cum Laude
Mandal, Surendra's MFS Investment Management Experience November 1998 - Present
Job Prgrammer Analyst at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management November 1998 - Present
Techna International INC March 1994 - February 1998
MCI 1996 - 1998
coromandel software 1990 - 1992
Skills
Sybase, Oracle, Microsoft SQL Server, Java, Enterprise Architecture, Unix, SQL, Disaster Recovery, Requirements Analysis, Solaris, Databases, Integration
Education
Andhra University 1986 — 1988
M.Tech., Computer Sc. and Tech.
Andhra University 1986 — 1988
M. Tech., Computer
Ranchi University 1980 — 1985
Bsc.(Engg.), Mechanical Engg.
MFS Investment Management November 1998 - Present
Techna International INC March 1994 - February 1998
MCI 1996 - 1998
coromandel software 1990 - 1992
Skills
Sybase, Oracle, Microsoft SQL Server, Java, Enterprise Architecture, Unix, SQL, Disaster Recovery, Requirements Analysis, Solaris, Databases, Integration
Education
Andhra University 1986 — 1988
M.Tech., Computer Sc. and Tech.
Andhra University 1986 — 1988
M. Tech., Computer
Ranchi University 1980 — 1985
Bsc.(Engg.), Mechanical Engg.
Karen Gadbois, CFA's MFS Investment Management Experience August 1992 - June 1998
Job Investment analyst proficient in credit research and fixedincome market strategy
Industry Investment Management
Experience
reacHire 2014 - Present
Gannett Welsh & Kotler June 1998 - October 2000
MFS Investment Management August 1992 - June 1998
State Street Bank November 1985 - August 1992
Skills
Management, Public Speaking, Customer Service, Finance, Strategic Planning, Fixed Income, Microsoft Excel, Bloomberg, Mutual Funds, Equities
Education
Babson College 1987 — 1990
MBA Franklin W. Olin Graduate School of Business
Boston College 1981 — 1985
BS, Economics
reacHire 2014 - Present
Gannett Welsh & Kotler June 1998 - October 2000
MFS Investment Management August 1992 - June 1998
State Street Bank November 1985 - August 1992
Skills
Management, Public Speaking, Customer Service, Finance, Strategic Planning, Fixed Income, Microsoft Excel, Bloomberg, Mutual Funds, Equities
Education
Babson College 1987 — 1990
MBA Franklin W. Olin Graduate School of Business
Boston College 1981 — 1985
BS, Economics
Geoffrey Youngman's MFS Investment Management Experience 1996 - 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
Biff Miller, CFA's MFS Investment Management Experience June 1996 - January 2004
Job Consultant Relations Director
Industry Financial Services
Allison Hughan's MFS Investment Management Experience August 2000 - October 2002
Job Healthcare Professional
Industry Hospital & Health Care
Experience
Genesis Healthcare April 2006 - May 2014
Evaluation Associates July 1999 - August 2007
Pilgrim Rehabilitation & Skilled Nursing Care Center October 2004 - March 2006
MFS Investment Management August 2000 - October 2002
Skills
Medicare, Program Management, Managed Care, Long-term Care, Strategic Planning, Project Management, Medicaid, Healthcare Management, Customer Service, Elder Care, Healthcare, Physician Relations, Hospitals, Home Care
Education
Babson College - Franklin W. Olin Graduate School of Business 2007 — 2009
MBA
Franklin & Marshall College 1996 — 2000
BA
Tabor Academy 1992 — 1996
High School
Genesis Healthcare April 2006 - May 2014
Evaluation Associates July 1999 - August 2007
Pilgrim Rehabilitation & Skilled Nursing Care Center October 2004 - March 2006
MFS Investment Management August 2000 - October 2002
Skills
Medicare, Program Management, Managed Care, Long-term Care, Strategic Planning, Project Management, Medicaid, Healthcare Management, Customer Service, Elder Care, Healthcare, Physician Relations, Hospitals, Home Care
Education
Babson College - Franklin W. Olin Graduate School of Business 2007 — 2009
MBA
Franklin & Marshall College 1996 — 2000
BA
Tabor Academy 1992 — 1996
High School
Diana Zubrowski's MFS Investment Management Experience 1994 - 2003
Job Non Profit Market Practice Leader at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group October 2014 - Present
The Standard October 2012 - September 2014
Fifth Third Bank October 2011 - October 2012
Principal Financial Group December 2003 - November 2010
MFS Investment Management 1994 - 2003
Skills
401k, 403b, DCIO, FINRA, Retirement, Profit Sharing, Pensions, Series 7, Series 63, Series 6, Life & Health Insurance..., ERISA, 403 b, Retirement Plan..., Defined Contribution, Qualified Retirement..., Mutual Funds, Defined Benefit, Asset Allocation
Education
Assumption College 1987 — 1991
BA, Business Management
MassMutual Financial Group October 2014 - Present
The Standard October 2012 - September 2014
Fifth Third Bank October 2011 - October 2012
Principal Financial Group December 2003 - November 2010
MFS Investment Management 1994 - 2003
Skills
401k, 403b, DCIO, FINRA, Retirement, Profit Sharing, Pensions, Series 7, Series 63, Series 6, Life & Health Insurance..., ERISA, 403 b, Retirement Plan..., Defined Contribution, Qualified Retirement..., Mutual Funds, Defined Benefit, Asset Allocation
Education
Assumption College 1987 — 1991
BA, Business Management
Bradley Zancanaro's MFS Investment Management Experience September 2015 - Present
Job Equity Trader at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management September 2015 - Present
U.S. Trust August 2013 - August 2015
State Street Global Markets December 2011 - August 2013
Pulse Trading December 2008 - November 2011
Essex Investment Management September 2010 - December 2010
Knob Hill Partners June 2010 - August 2010
Florida Everblades 2006 - 2008
RBS Greenwich Capital June 2007 - August 2007
Skills
Bloomberg, Series 7, Series 63, Capital Markets, Equity Trading, Series 55, Series 3, Series 4
Education
Babson College - Franklin W. Olin Graduate School of Business 2009 — 2011
MBA, Investment Management
Boston University 2002 — 2006
BA, Business Management/Marketing
MFS Investment Management September 2015 - Present
U.S. Trust August 2013 - August 2015
State Street Global Markets December 2011 - August 2013
Pulse Trading December 2008 - November 2011
Essex Investment Management September 2010 - December 2010
Knob Hill Partners June 2010 - August 2010
Florida Everblades 2006 - 2008
RBS Greenwich Capital June 2007 - August 2007
Skills
Bloomberg, Series 7, Series 63, Capital Markets, Equity Trading, Series 55, Series 3, Series 4
Education
Babson College - Franklin W. Olin Graduate School of Business 2009 — 2011
MBA, Investment Management
Boston University 2002 — 2006
BA, Business Management/Marketing
David Hurst, CTP's MFS Investment Management Experience November 2007 - June 2008
Job Global Treasury Operations Manager at Isagenix
Industry Health, Wellness and Fitness
Experience
Isagenix January 2014 - Present
The Active Network December 2012 - December 2013
The Active Network July 2010 - December 2012
Synergy Companies June 2008 - July 2010
MFS Investment Management November 2007 - June 2008
Skills
Financial Analysis, Forecasting, Microsoft Excel, Financial Modeling, Budgets, Account Reconciliation, Accounting, Business Analysis, Cash Flow, Cash Management, Corporate Finance, Financial Reporting, Internal Controls, Sarbanes-Oxley Act, Treasury, Management
Education
Arizona State University
Bachelor of Science, Global Business
Isagenix January 2014 - Present
The Active Network December 2012 - December 2013
The Active Network July 2010 - December 2012
Synergy Companies June 2008 - July 2010
MFS Investment Management November 2007 - June 2008
Skills
Financial Analysis, Forecasting, Microsoft Excel, Financial Modeling, Budgets, Account Reconciliation, Accounting, Business Analysis, Cash Flow, Cash Management, Corporate Finance, Financial Reporting, Internal Controls, Sarbanes-Oxley Act, Treasury, Management
Education
Arizona State University
Bachelor of Science, Global Business
Wes Taylor's MFS Investment Management Experience December 2006 - August 2012
Job Regional Consultant with Beaumont Capital Mgt
Industry Investment Management
Experience
Beaumont Capital Management (BCM) December 2014 - Present
AssetMark December 2012 - October 2014
MFS Investment Management December 2006 - August 2012
BlackRock August 2004 - December 2006
Brinker Capital September 2002 - July 2004
Skills
Series 63, Series 7, Mutual Funds, Investments, Asset Management, Asset Allocation, Wealth Management, Retirement Planning, Alternative Investments, Financial Services, Portfolio Management, Retirement, Investment Strategies, Investment Advisory
Education
Baylor University 1998 — 2001
BBA, Management & Business Strategy
Abilene Christian University 1996 — 1998
BBA Business Management
Beaumont Capital Management (BCM) December 2014 - Present
AssetMark December 2012 - October 2014
MFS Investment Management December 2006 - August 2012
BlackRock August 2004 - December 2006
Brinker Capital September 2002 - July 2004
Skills
Series 63, Series 7, Mutual Funds, Investments, Asset Management, Asset Allocation, Wealth Management, Retirement Planning, Alternative Investments, Financial Services, Portfolio Management, Retirement, Investment Strategies, Investment Advisory
Education
Baylor University 1998 — 2001
BBA, Management & Business Strategy
Abilene Christian University 1996 — 1998
BBA Business Management
Jackie Maurer's MFS Investment Management Experience March 2007 - November 2008
Job Seasoned product management & marketing leader specializing in change situations and creative solutions
Industry Investment Management
Experience
Standish Mellon Asset Management March 2010 - March 2012
MFS Investment Management March 2007 - November 2008
Babson Capital Management May 2000 - October 2006
State Street Research April 1992 - May 2000
Education
Babson College - Franklin W. Olin Graduate School of Business 1994 — 1999
MBA, Marketing, Finance, Organization
Bryn Mawr College 1982 — 1986
A.B., Economics, Political Science
Standish Mellon Asset Management March 2010 - March 2012
MFS Investment Management March 2007 - November 2008
Babson Capital Management May 2000 - October 2006
State Street Research April 1992 - May 2000
Education
Babson College - Franklin W. Olin Graduate School of Business 1994 — 1999
MBA, Marketing, Finance, Organization
Bryn Mawr College 1982 — 1986
A.B., Economics, Political Science
Tatyana Schifino's MFS Investment Management Experience September 2000 - January 2009
Job Senior Developer at Public Consulting Group
Industry Computer Software
Experience
Public Consulting Group September 2012 - Present
John Hancock Life Insurance Company (U.S.A.) December 2011 - September 2012
Mueller Systems February 2010 - December 2011
Invacare Supply Group November 2009 - February 2010
The CCS Companies February 2009 - July 2009
MFS Investment Management September 2000 - January 2009
Merrimack Paper Company 1997 - 1999
Skills
ASP.NET, Microsoft SQL Server, .NET, VBScript, VSS, Visual Basic, Oracle, T-SQL, PL/SQL, Visual Studio, IIS, VB.NET, XML, Web Services, AJAX, C#
Education
Saint Petersburg University of Transport
MS, Electrical Engineering/Computer Science
Public Consulting Group September 2012 - Present
John Hancock Life Insurance Company (U.S.A.) December 2011 - September 2012
Mueller Systems February 2010 - December 2011
Invacare Supply Group November 2009 - February 2010
The CCS Companies February 2009 - July 2009
MFS Investment Management September 2000 - January 2009
Merrimack Paper Company 1997 - 1999
Skills
ASP.NET, Microsoft SQL Server, .NET, VBScript, VSS, Visual Basic, Oracle, T-SQL, PL/SQL, Visual Studio, IIS, VB.NET, XML, Web Services, AJAX, C#
Education
Saint Petersburg University of Transport
MS, Electrical Engineering/Computer Science
Cyrlene Codrington's MFS Investment Management Experience April 2002 - November 2008
Job Skincare and Massage Therapist at Personally Touched by C.
Industry Cosmetics
Experience
Personally Touched By C. June 2004 - Present
Relax and Rejuvenate January 2010 - February 2012
MFS Investment Management April 2002 - November 2008
Massachusetts General Hospital October 2000 - August 2007
Skills
HydraFacials, Chemical Peels, Waxing, Cosmetics, Spa, Skin Care, Aesthetics, Makeup Artistry, Beauty, Microdermabrasion, Therapeutic Massage, Microsoft Excel, Cosmetology, Microsoft Office, Customer Service
Education
Empire Beauty School-Waltham 2008 — 2009
Cosmotologest, Aesthetician
Palmer School of Massage and Bodywork 2004 — 2005
Massage Therapy, Massasge, Reflexology, Polarity& Spa services
Personally Touched By C. June 2004 - Present
Relax and Rejuvenate January 2010 - February 2012
MFS Investment Management April 2002 - November 2008
Massachusetts General Hospital October 2000 - August 2007
Skills
HydraFacials, Chemical Peels, Waxing, Cosmetics, Spa, Skin Care, Aesthetics, Makeup Artistry, Beauty, Microdermabrasion, Therapeutic Massage, Microsoft Excel, Cosmetology, Microsoft Office, Customer Service
Education
Empire Beauty School-Waltham 2008 — 2009
Cosmotologest, Aesthetician
Palmer School of Massage and Bodywork 2004 — 2005
Massage Therapy, Massasge, Reflexology, Polarity& Spa services
Joseph Lynch's MFS Investment Management Experience 2005 - 2007
Job Senior Level Finance Executive
Industry Investment Management
Experience
Cordwood Developers, LLC December 2013 - October 2014
Holmes Corporation June 2013 - December 2013
Eaton Vance Corp. September 2007 - March 2013
Eaton Vance Management September 2007 - March 2013
MFS Investment Management 2005 - 2007
MFS Investment Management 2003 - 2005
MFS Investment Management 1999 - 2003
Eastern Enterprises 1996 - 1999
MBTA 1993 - 1994
MBTA September 1989 - 1993
Skills
Equity Derivatives, Interest Rate..., Cash Management, Capital Management, FX, Financial Analysis, Capital Markets, Investments, Financial Modeling, Finance, Risk Management, Mutual Funds, Valuation, Derivatives, Asset Management, Financial Risk, Financial Reporting, Peer Leadership, Financial Services, FX Options, Equities
Education
Babson College - Franklin W. Olin Graduate School of Business 1993 — 1995
MBA, Finance
Bentley University 1985 — 1989
Bachelors, Finance
St Johns High School
Cordwood Developers, LLC December 2013 - October 2014
Holmes Corporation June 2013 - December 2013
Eaton Vance Corp. September 2007 - March 2013
Eaton Vance Management September 2007 - March 2013
MFS Investment Management 2005 - 2007
MFS Investment Management 2003 - 2005
MFS Investment Management 1999 - 2003
Eastern Enterprises 1996 - 1999
MBTA 1993 - 1994
MBTA September 1989 - 1993
Skills
Equity Derivatives, Interest Rate..., Cash Management, Capital Management, FX, Financial Analysis, Capital Markets, Investments, Financial Modeling, Finance, Risk Management, Mutual Funds, Valuation, Derivatives, Asset Management, Financial Risk, Financial Reporting, Peer Leadership, Financial Services, FX Options, Equities
Education
Babson College - Franklin W. Olin Graduate School of Business 1993 — 1995
MBA, Finance
Bentley University 1985 — 1989
Bachelors, Finance
St Johns High School
David B. Smith's MFS Investment Management Experience February 1987 - March 1998
Job Smith & Burns Group at Merrill Lynch Wealth Management
Industry Investment Management
Experience
Merrill Lynch Wealth Management May 2011 - Present
Rockefeller & Co., Inc. January 2005 - May 2011
Atlantic Trust/Pell Rudman March 1998 - December 2004
MFS Investment Management February 1987 - March 1998
Skills
Portfolio Management
Education
Boston University 2001 — 2003
Certificate, Financial Planning
Babson College 1984 — 1986
MBA, Finance
Union College 1979 — 1983
BA, Economics
Chartered Financial Analyst
CFA
Merrill Lynch Wealth Management May 2011 - Present
Rockefeller & Co., Inc. January 2005 - May 2011
Atlantic Trust/Pell Rudman March 1998 - December 2004
MFS Investment Management February 1987 - March 1998
Skills
Portfolio Management
Education
Boston University 2001 — 2003
Certificate, Financial Planning
Babson College 1984 — 1986
MBA, Finance
Union College 1979 — 1983
BA, Economics
Chartered Financial Analyst
CFA
Philip Northington's MFS Investment Management Experience November 1999 - September 2004
Job Regional Vice President TransAmerica
Industry Financial Services
Experience
TransAmerica August 2009 - December 2010
DWS Investments March 2006 - December 2009
Columbia Funds 2004 - 2006
MFS Investment Management November 1999 - September 2004
Education
Auburn University 1988 — 1991
Finance, Finance and Accounting
TransAmerica August 2009 - December 2010
DWS Investments March 2006 - December 2009
Columbia Funds 2004 - 2006
MFS Investment Management November 1999 - September 2004
Education
Auburn University 1988 — 1991
Finance, Finance and Accounting
Adam Messinger's MFS Investment Management Experience September 2004 - December 2004
Job Director, International Print Control at Paramount Pictures
Industry Entertainment
Experience
Paramount Pictures April 2012 - Present
Paramount Pictures December 2011 - April 2012
Deluxe Entertainment Services Group April 2007 - December 2011
Deluxe Entertainment Services Group February 2007 - April 2007
Deluxe Entertainment Services Group June 2006 - February 2007
The Post Group January 2005 - June 2006
MFS Investment Management September 2004 - December 2004
Skills
Entertainment, Television, Film Production, Post Production, Film, Video Production, Feature Films, Digital Media, HD Video, Video
Education
Arizona State University 2000 — 2004
Bachelor of Interdisciplinary Studies, Sociology and Human Development
Oak Park High School 1996 — 2000
Paramount Pictures April 2012 - Present
Paramount Pictures December 2011 - April 2012
Deluxe Entertainment Services Group April 2007 - December 2011
Deluxe Entertainment Services Group February 2007 - April 2007
Deluxe Entertainment Services Group June 2006 - February 2007
The Post Group January 2005 - June 2006
MFS Investment Management September 2004 - December 2004
Skills
Entertainment, Television, Film Production, Post Production, Film, Video Production, Feature Films, Digital Media, HD Video, Video
Education
Arizona State University 2000 — 2004
Bachelor of Interdisciplinary Studies, Sociology and Human Development
Oak Park High School 1996 — 2000
Adam Train's MFS Investment Management Experience November 2007 - Present
Job AVP of Financial Reporting and Accounting at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management November 2007 - Present
Education
Babson College 1993 — 1996
BS, Finance and Accounting
MFS Investment Management November 2007 - Present
Education
Babson College 1993 — 1996
BS, Finance and Accounting
Ibrahim Ibrahim's MFS Investment Management Experience January 1998 - January 2006
Job AVP, AML Compliance EDD at State street Corporation
Industry Financial Services
Experience
State street Corporation January 2014 - Present
US Wealth Management June 2012 - January 2013
FUNDQUEST/BNP June 2011 - December 2011
JPMorgan Chase December 2008 - July 2009
EVERGREEN INVESTMENTS January 2008 - December 2008
Bank of America January 2006 - January 2008
MFS Investment Management January 1998 - January 2006
Skills
•Exceptional..., Compliance, Asset Management, Securities, Risk Management, Investments, Fixed Income, Risk, Internal Audit, Bloomberg, Financial Analysis, Portfolio Management, Due Diligence, Banking, Equities, Mutual Funds, Excel, Trading, PowerPoint, Access, Word, Outlook, Microsoft Office, Derivatives, Funding, Problem Solving, Analysis, Documentation, Project Portfolio..., SharePoint, SQL, Six Sigma, Green Belt, Hedge Funds, Wealth Management, Financial Reporting, Executive Management, Auditing, Asset, Investment Strategies, Capital Markets, Financial Planning, AML, Business Analysis, Alternative Investments, Corporate Finance, Microsoft Excel, Microsoft Word, Financial Risk, Leadership
Education
Alexandria University
BSc, Civil Engineering
Boston University
professional Arabic Studies
Harvard University
Computer
Northeastern University
Mutual Funds
State street Corporation January 2014 - Present
US Wealth Management June 2012 - January 2013
FUNDQUEST/BNP June 2011 - December 2011
JPMorgan Chase December 2008 - July 2009
EVERGREEN INVESTMENTS January 2008 - December 2008
Bank of America January 2006 - January 2008
MFS Investment Management January 1998 - January 2006
Skills
•Exceptional..., Compliance, Asset Management, Securities, Risk Management, Investments, Fixed Income, Risk, Internal Audit, Bloomberg, Financial Analysis, Portfolio Management, Due Diligence, Banking, Equities, Mutual Funds, Excel, Trading, PowerPoint, Access, Word, Outlook, Microsoft Office, Derivatives, Funding, Problem Solving, Analysis, Documentation, Project Portfolio..., SharePoint, SQL, Six Sigma, Green Belt, Hedge Funds, Wealth Management, Financial Reporting, Executive Management, Auditing, Asset, Investment Strategies, Capital Markets, Financial Planning, AML, Business Analysis, Alternative Investments, Corporate Finance, Microsoft Excel, Microsoft Word, Financial Risk, Leadership
Education
Alexandria University
BSc, Civil Engineering
Boston University
professional Arabic Studies
Harvard University
Computer
Northeastern University
Mutual Funds
Jude Jason's MFS Investment Management Experience September 2012 - Present
Job Research Analyst at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management September 2012 - Present
Lightyear Capital July 2008 - June 2010
Citigroup June 2005 - June 2008
Education
Harvard Business School 2010 — 2012
MBA, Business
Babson College
MFS Investment Management September 2012 - Present
Lightyear Capital July 2008 - June 2010
Citigroup June 2005 - June 2008
Education
Harvard Business School 2010 — 2012
MBA, Business
Babson College
Grant Martin's MFS Investment Management Experience April 2012 - Present
Job Associate Director at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management April 2012 - Present
MFS Investment Management January 2010 - April 2012
MFS Investment Management May 2009 - January 2010
Diversified Human Resources January 2008 - February 2009
Skills
Series 7, Series 6, Series 63, Mutual Funds, Seperately Managed..., Client Aquisition, Public Speaking, Public Seminars, Investment Strategies
Education
Arizona State University
MFS Investment Management April 2012 - Present
MFS Investment Management January 2010 - April 2012
MFS Investment Management May 2009 - January 2010
Diversified Human Resources January 2008 - February 2009
Skills
Series 7, Series 6, Series 63, Mutual Funds, Seperately Managed..., Client Aquisition, Public Speaking, Public Seminars, Investment Strategies
Education
Arizona State University
Darren Beals's MFS Investment Management Experience September 2001 - October 2007
Job Chief Financial Officer at New Generation Advisors
Industry Financial Services
Experience
New Generation Advisors October 2008 - June 2013
JP Morgan Chase October 2007 - September 2008
MFS Investment Management September 2001 - October 2007
Skills
Mutual Funds, Financial Reporting, Asset Managment, Fund Administration, Financial Analysis, Bloomberg, Accounting, Fund Of Funds, Equities, Fund Accounting, SEC filings, Hedge Funds, Investments, Alternative Investments, Financial Services, Asset Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2001 — 2005
Master of Business Administration (MBA)
Northeastern University 1996 — 1999
BSBA, Finance
Sanford High School 1986 — 1990
New Generation Advisors October 2008 - June 2013
JP Morgan Chase October 2007 - September 2008
MFS Investment Management September 2001 - October 2007
Skills
Mutual Funds, Financial Reporting, Asset Managment, Fund Administration, Financial Analysis, Bloomberg, Accounting, Fund Of Funds, Equities, Fund Accounting, SEC filings, Hedge Funds, Investments, Alternative Investments, Financial Services, Asset Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2001 — 2005
Master of Business Administration (MBA)
Northeastern University 1996 — 1999
BSBA, Finance
Sanford High School 1986 — 1990
Maria Romanishina's MFS Investment Management Experience June 2015 - Present
Job Senior Performance and Reporting Analyst at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management June 2015 - Present
Manulife Asset Management November 2013 - Present
Manulife Asset Management August 2010 - November 2013
US Bank, Wealth and Securities management division April 2008 - September 2010
US Bank May 2007 - April 2008
Skills
Bloomberg, Investments, Fixed Income, Equities, Financial Analysis, Asset Management, Portfolio Management, Mutual Funds, Finance, Financial Modeling, Securities, Bonds, Analysis, Banking, Trading, Hedge Funds, Financial Services, Risk Management, Derivatives, Financial Risk
Education
Simmons College - Simmons School of Management 2006 — 2009
MBA, Business
Novgorod State University named after Yaroslav-the-Wise (NovSU) 2000 — 2004
Bachelor of Arts (B.A.), Economics and Foreign Languages
MFS Investment Management June 2015 - Present
Manulife Asset Management November 2013 - Present
Manulife Asset Management August 2010 - November 2013
US Bank, Wealth and Securities management division April 2008 - September 2010
US Bank May 2007 - April 2008
Skills
Bloomberg, Investments, Fixed Income, Equities, Financial Analysis, Asset Management, Portfolio Management, Mutual Funds, Finance, Financial Modeling, Securities, Bonds, Analysis, Banking, Trading, Hedge Funds, Financial Services, Risk Management, Derivatives, Financial Risk
Education
Simmons College - Simmons School of Management 2006 — 2009
MBA, Business
Novgorod State University named after Yaroslav-the-Wise (NovSU) 2000 — 2004
Bachelor of Arts (B.A.), Economics and Foreign Languages
Katie Benison-Camell's MFS Investment Management Experience July 1999 - February 2007
Job Attorney
Industry Legal Services
Experience
UMass Medical School October 2007 - Present
Worcester Housing Court January 2006 - May 2007
MFS Investment Management July 1999 - February 2007
Skills
Legal Research, Legal Writing
Education
Massachusetts School of Law 2003 — 2007
JD
Worcester State University 1994 — 1998
BA, English
Assumption College 1993 — 1994
UMass Medical School October 2007 - Present
Worcester Housing Court January 2006 - May 2007
MFS Investment Management July 1999 - February 2007
Skills
Legal Research, Legal Writing
Education
Massachusetts School of Law 2003 — 2007
JD
Worcester State University 1994 — 1998
BA, English
Assumption College 1993 — 1994
Terri Vittozzi's MFS Investment Management Experience October 1992 - May 2008
Job Sr. Treasury Analyst at Hallmark Health System, Inc.
Industry Hospital & Health Care
Experience
Hallmark Health System, Inc. November 2011 - Present
Hallmark Health System, Inc. January 2010 - November 2011
MFS Investment Management October 1992 - May 2008
Education
Bentley College 1994 — 1998
MBA, Finance
Babson College 1988 — 1992
BS, Finance.Investments
Hallmark Health System, Inc. November 2011 - Present
Hallmark Health System, Inc. January 2010 - November 2011
MFS Investment Management October 1992 - May 2008
Education
Bentley College 1994 — 1998
MBA, Finance
Babson College 1988 — 1992
BS, Finance.Investments
Anna Ng's MFS Investment Management Experience November 2012 - October 2013
Job Senior Associate at Beacon Consulting Group
Industry Financial Services
Experience
Beacon Consulting Group October 2013 - Present
MFS Investment Management November 2012 - October 2013
JPMorganChase February 2011 - November 2012
JPMorganChase January 2009 - February 2011
JPMorganChase July 2008 - January 2009
JPMorganChase July 2007 - July 2008
Skills
Bloomberg, Mutual Funds, Fund Accounting, Equities, Fixed Income, Hedge Funds, Business Analysis, Derivatives, Securities, Financial Reporting, Portfolio Management, Financial Modeling, Asset Management, Financial Services, Investments, Valuation, Capital Markets, Financial Analysis, Corporate Actions, Alternative Investments, Trading, Investment Banking, Asset Allocation
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2007
MS, Finance
Babson College 2002 — 2006
BS, Finance, Economics
Boston Latin School 1997 — 2002
Beacon Consulting Group October 2013 - Present
MFS Investment Management November 2012 - October 2013
JPMorganChase February 2011 - November 2012
JPMorganChase January 2009 - February 2011
JPMorganChase July 2008 - January 2009
JPMorganChase July 2007 - July 2008
Skills
Bloomberg, Mutual Funds, Fund Accounting, Equities, Fixed Income, Hedge Funds, Business Analysis, Derivatives, Securities, Financial Reporting, Portfolio Management, Financial Modeling, Asset Management, Financial Services, Investments, Valuation, Capital Markets, Financial Analysis, Corporate Actions, Alternative Investments, Trading, Investment Banking, Asset Allocation
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2007
MS, Finance
Babson College 2002 — 2006
BS, Finance, Economics
Boston Latin School 1997 — 2002
Claire Sorensen's MFS Investment Management Experience June 2011 - Present
Job Sales and Relationship Management Coordinator at MFS Investments
Industry Financial Services
Experience
MFS Investment Management June 2011 - Present
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Facebook
Education
Albion College 2007 — 2011
MFS Investment Management June 2011 - Present
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Facebook
Education
Albion College 2007 — 2011
Marco Huertas M.B.A's MFS Investment Management Experience January 1999 - April 2002
Job Oracle Finance Systems Analyst
Industry Hospital & Health Care
Experience
Beacon Health Options December 2013 - Present
Aspen Technology February 2012 - December 2013
Aspen Technology April 2011 - February 2012
Aspen Technology August 2006 - April 2011
American Student Assistance February 2004 - August 2006
American Student Assistance January 2003 - August 2006
MFS Investment Management January 1999 - April 2002
Skills
Accounting, Inventory Management, Billing, Customer Relations, Access, Oracle, Visio, Requirements Analysis, PL/SQL, Systems Analysis, Testing, PowerPoint, Business Analysis, Accounts Receivables, Order Management, Service Contracts, Quoting, Revenue Recognition, Requirements Gathering, Oracle Applications, Databases, Analysis, Oracle E-Business Suite, Business Intelligence, User Acceptance Testing, Financial Reporting, ERP, SQL
Education
Ashford University 2012 — 2013
Master of Business Administration (MBA), Management Information Systems and Services
Ashford University 2008 — 2012
BA, Accounting
New England Institute of Art 1999 — 2001
N/A, Multimedia
Computer Processing Inst
Beacon Health Options December 2013 - Present
Aspen Technology February 2012 - December 2013
Aspen Technology April 2011 - February 2012
Aspen Technology August 2006 - April 2011
American Student Assistance February 2004 - August 2006
American Student Assistance January 2003 - August 2006
MFS Investment Management January 1999 - April 2002
Skills
Accounting, Inventory Management, Billing, Customer Relations, Access, Oracle, Visio, Requirements Analysis, PL/SQL, Systems Analysis, Testing, PowerPoint, Business Analysis, Accounts Receivables, Order Management, Service Contracts, Quoting, Revenue Recognition, Requirements Gathering, Oracle Applications, Databases, Analysis, Oracle E-Business Suite, Business Intelligence, User Acceptance Testing, Financial Reporting, ERP, SQL
Education
Ashford University 2012 — 2013
Master of Business Administration (MBA), Management Information Systems and Services
Ashford University 2008 — 2012
BA, Accounting
New England Institute of Art 1999 — 2001
N/A, Multimedia
Computer Processing Inst
Joseph Mieras's MFS Investment Management Experience 2001 - 2008
Job Assistant Vice President at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group August 2014 - Present
MassMutual Financial Group January 2013 - August 2014
The Hartford 2008 - January 2013
MFS Investment Management 2001 - 2008
Skills
401k, Mutual Funds, Retirement, Series 6, Series 63, Series 99, Contact Center...
Education
Arizona State University 1998 — 2001
B.S., Finance
Yavapai Community College
MassMutual Financial Group August 2014 - Present
MassMutual Financial Group January 2013 - August 2014
The Hartford 2008 - January 2013
MFS Investment Management 2001 - 2008
Skills
401k, Mutual Funds, Retirement, Series 6, Series 63, Series 99, Contact Center...
Education
Arizona State University 1998 — 2001
B.S., Finance
Yavapai Community College
Bryan M. Rozmarynowski's MFS Investment Management Experience July 2014 - Present
Job Internal Sales Representative at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management July 2014 - Present
Respond Now Inc. June 2013 - June 2014
eBay Inc January 2013 - July 2013
PayPal August 2012 - July 2013
Millenium Golf Management August 2011 - July 2012
Skills
Volunteering, Customer Service, Management, Communication, Sustainability, Sustainable Development, Leadership, Team Leadership, Teamwork, Sales, Account Management, Time Management, Data Analysis
Education
Arizona State University 2007 — 2012
Bachelor of Arts (B.A.) Environmental Sustainability, Sustainability Studies, 3.0
Arizona State University 2010 — 2012
Urban Planning (minor), City/Urban, Community and Regional Planning, 3.0
MFS Investment Management July 2014 - Present
Respond Now Inc. June 2013 - June 2014
eBay Inc January 2013 - July 2013
PayPal August 2012 - July 2013
Millenium Golf Management August 2011 - July 2012
Skills
Volunteering, Customer Service, Management, Communication, Sustainability, Sustainable Development, Leadership, Team Leadership, Teamwork, Sales, Account Management, Time Management, Data Analysis
Education
Arizona State University 2007 — 2012
Bachelor of Arts (B.A.) Environmental Sustainability, Sustainability Studies, 3.0
Arizona State University 2010 — 2012
Urban Planning (minor), City/Urban, Community and Regional Planning, 3.0
Carissa Drake's MFS Investment Management Experience August 2005 - August 2007
Job Humanities Teacher at Tempe Preparatory Academy
Industry Education Management
Experience
Tempe Preparatory Academy August 2008 - Present
MFS Investment Management August 2005 - August 2007
Education
Brandeis University 2007 — 2008
Master of Arts (MA), Comparative History
Azusa Pacific University 2001 — 2005
Bachelor of Arts (BA), History and Political Science
Tempe Preparatory Academy August 2008 - Present
MFS Investment Management August 2005 - August 2007
Education
Brandeis University 2007 — 2008
Master of Arts (MA), Comparative History
Azusa Pacific University 2001 — 2005
Bachelor of Arts (BA), History and Political Science
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group