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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2,496 MFS Investment Management employees in database. Find out everything there's to know about MFS Investment Management employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
MFS Investment Management Employees
Massey Quick & Co., LLC September 2014 - Present
Wellington Management June 2013 - May 2014
MFS Investment Management July 2012 - January 2013
Snap Fitness 24/7 June 2010 - December 2011
Skills
Microsoft Office, Social Media, Financial Analysis, Outlook, Strategic Planning, Marketing Strategy, PowerPoint, Access, Microsoft Word, Budgets, Bloomberg, Sales Management, Account Management
Education
Northeastern University 2009 — 2014
Bachelor’s Degree, Finance and Marketing with a minor in International Affairs
Wells Fargo Capital Finance July 2014 - Present
Wells Fargo Capital Finance June 2013 - June 2014
Goldman Sachs June 2012 - January 2013
MFS Investment Management July 2011 - January 2012
Skills
Financial Analysis, Corporate Finance, Banking, Risk Management, Financial Services, Finance, Credit, Credit Analysis, Business Analysis, Credit Risk, Microsoft Excel, Analysis, Microsoft Office, Microsoft Word, PowerPoint, Asset Based Lending
Education
Northeastern University 2009 — 2014
Bachelor of Science (B.S.), Business Finance
Neuberger Berman May 2015 - Present
Neuberger Berman January 2014 - June 2014
MFS Investment Management January 2013 - December 2013
Oxford Immunotec July 2012 - August 2012
Pioneer Investments January 2012 - June 2012
Oxford Immunotec June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Finance, Financial Analysis, Data Analysis, Microsoft Office, Social Media
Education
Northeastern University 2010 — 2015
Bachelor of Science in Business Administration, Finance
University of Sydney 2014 — 2014
Dover-Sherborn Regional High School 2006 — 2010
MFS Investment Management June 2012 - Present
GE Aviation June 2011 - December 2011
SAIC April 2010 - September 2010
Skills
ETL, Informatica, Toad Data Modeler, SQL, Oracle, Microsoft SQL Server, Matlab, C++ Language, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Research, Windows, Outlook, Photoshop, Strategic Planning
Education
Northeastern University 2009 — 2013
Bachelor of Science (B.S.), Mechanical Engineering and Mathematics Minor, 3.74
Dulaney High School 2005 — 2009
High School Diploma
athenahealth February 2015 - Present
athenahealth April 2014 - February 2015
athenahealth August 2012 - April 2014
Geode Capital Management January 2012 - August 2012
Wellington Management Company, LLP July 2010 - January 2012
MFS Investment Management June 2009 - January 2010
MFS Investment Management June 2008 - February 2009
Education
Northeastern University
Bachelors of Science in Business Administration
SAP January 2014 - Present
SAP July 2013 - December 2013
MFS Investment Management July 2012 - December 2012
John Hancock Financial Services January 2011 - July 2011
CEVA Logistics January 2010 - July 2010
Skills
Market Research, Strategy, SAP, Spanish, Social Media Marketing, Lotus Notes, SharePoint, Spanish-speaking, SuccessFactors, SAP Solutions, Customer Research, Enterprise Software, Cognos, Morningstar, Adobe Acrobat, Sales Logix, Documentum, Morningstar Direct, InsideView
Education
Northeastern University 2008 — 2013
Business, Marketing and Management
Universidad Antonio de Nebrija 2012 — 2012
General, Study Abroad
Cypress Bay High School 2004 — 2008
High School Diploma
Orsett Properties, Ltd. March 2011 - Present
MFS Investment Management March 2005 - October 2010
MFS Investment Management July 1999 - February 2005
First Security Services Corporation June 1991 - June 1999
Skills
Property Management, Management, Project Planning, Training, Strategic Planning, Security
Education
Licensed Real Estate Salesperson - Arizona
University of Massachusetts Boston
Business Administration
North Shore Community College
Associates Degree, Human Services / Criminal Justice
DecoratorsBest May 2015 - Present
Glitter & Goat Cheese September 2011 - Present
Turner Broadcasting System October 2013 - May 2015
Weddingbee October 2010 - January 2014
Turner Broadcasting System April 2009 - October 2013
Cartoon Network July 2008 - April 2009
Boston.com August 2007 - April 2008
The Huntington News September 2004 - April 2008
MFS Investment Management January 2006 - June 2006
Skills
Blogging, Copy Editing, Social Media, Editing, Editorial, Creative Direction, Web Content Management, CMS, Web Content, AP Style, Writing, Photoshop, Web Marketing, SEO, Project Management, Content Strategy, Wordpress, Site Management, Creative Content..., Journalism, Broadcast, HTML, Email Marketing, Editorial Calendars, CSS, Google Analytics, Community Outreach, Interactive Media, Interactive Creative..., JIRA, StrongMail
Education
Northeastern University 2004 — 2008
Bachelor of Arts (B.A.), Journalism
Berlin High School
Oracle April 2015 - Present
Fidelity Investments June 2014 - March 2015
MFS Investment Management December 2005 - August 2012
Charles Schwab January 2004 - December 2005
Skills
Information Technology, Financial Modeling, Series 7, Series 63, Series 65, Mutual Funds, Sales Process, Investment Strategies, Alternative Investments, Separately Managed..., Financial Analysis, Investment Advisory, Wealth Management, Sales Presentations, Asset Management, Investments, Financial Advisory, Finance
Education
Northeastern University 2010 — 2012
B. S. Finance and Accounting Management, Accounting and Finance
Investment Banking Institute 2013 — 2013
State Street May 2013 - Present
SCS Financial July 2012 - January 2013
Essex Investment Management July 2011 - August 2012
MFS Investment Management July 2010 - December 2010
Skills
Trading, Valuation, Microsoft Office, Alternative Investments, Series 7, Investment Strategies, Economics, Hedge Funds, Fixed Income, Derivatives, Investments, Financial Modeling, Equities, Bloomberg, ETFs, Portfolio Management, Equity Research, Private Equity, Investment Management
Education
Northeastern University 2008 — 2013
Bachelor of Science (BS), Finance
Singapore American School
MFS Investment Management July 2015 - Present
Morgan Stanley May 2015 - June 2015
Morgan Stanley May 2014 - August 2014
Pite Duncan, LLP June 2013 - August 2013
Morgan Stanley May 2013 - August 2013
Skills
Microsoft Excel, CRM, Database Management, Morningstar Workstation, Cold Calling, Asset Allocation, Financial Modeling, Investments, Capital Markets, Financial Analysis, Portfolio Management, Valuation, Equities, Microsoft Word, PowerPoint, Microsoft Office, Customer Service
Education
Northeastern University 2013 — 2017
Bachelor of Business Administration (B.B.A.), Marketing
La Jolla High School 2009 — 2013
salesforce.com April 2014 - Present
Oracle December 2012 - April 2014
Oracle June 2011 - December 2012
MFS Investment Management July 2010 - January 2011
Charles River Development July 2009 - January 2010
MFS Investment Management May 2008 - January 2009
Education
Northeastern University 2006 — 2011
B.A., Management Information Systems, Accounting. Minor in Computer Science
Warby Parker April 2015 - September 2015
Bank of America Merrill Lynch June 2014 - December 2014
FIM group June 2013 - August 2013
MFS Investment Management January 2013 - June 2013
Club Monaco January 2013 - May 2013
Four Seasons Hotels and Resorts April 2012 - July 2012
Skills
Team Leadership, Customer Service, Public Speaking, Creative Strategy, Teamwork, Analytical Skills, Microsoft Office
Education
Northeastern University 2011 — 2016
Bachelor of Science (B.S.), Finance and Entrepreneurship
The American University of Rome 2013 — 2013
Finance and Economics
Seabury Hall 2004 — 2011
Diploma with High Honors
Neuberger Berman March 2013 - Present
Neuberger Berman July 2008 - March 2013
Neuberger Berman July 2007 - December 2007
MFS Investment Management July 2006 - December 2006
Skills
Equities, Asset Managment, Financial Analysis, Fixed Income, Bloomberg, Hedge Funds, Securities, Alternative Investments, Mutual Funds, Portfolio Management, Bloomberg Terminal, Derivatives, Middle Office
Education
Northeastern University 2003 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Don Bosco Preparatory High School 1999 — 2003
MFS Investment Management January 2014 - June 2014
Soucai Human Resource Ltd. August 2013 - August 2013
State Street Global Advisors July 2012 - December 2012
Rixin Honda Dealer June 2011 - August 2011
Skills
Microsoft Word, Microsoft Excel, Access, SQL, VBA, PowerPoint, SPSS, Onyx CRM, Analysis, Onboarding, Talent Acquisition, CRM, Talent Management
Education
Northeastern University 2011 — 2015
Bachelor of Science, Finance
Adobe 2015 - 2015
MFS Investment Management July 2014 - December 2014
HeBS Digital May 2013 - August 2013
Co-operation Ireland September 2012 - December 2012
Skills
Microsoft Excel, Time Management, Facebook, Teamwork, Leadership, Microsoft Applications, Business, Marketing, Finance, Social Media Marketing, Microsoft Word, PowerPoint, Social Networking, Editing, Social Media, Microsoft Office, Research
Education
Northeastern University 2012 — 2017
Bachelor of Business Administration (BBA), Finance, Management Information Systems
Stuyvesant High School 2008 — 2012
High School Diploma
MFS Investment Management May 2012 - Present
eSecLending September 2010 - May 2012
eSecLending June 2008 - October 2010
MFS Investment Management June 2007 - December 2007
Skills
Fixed Income, Bloomberg, Securities, Securities Lending, Mutual Funds, Financial Services, Middle Office, Hedge Funds, Trading, Derivatives, Trading Systems, Capital Markets, Alternative Investments, Bloomberg Terminal, Options, Youth Mentoring, Emerging Markets, Asset Management, Financial Markets
Education
Northeastern University 2005 — 2009
BS, Economics
The University of Edinburgh 2007 — 2008
Economics
Rocketmiles July 2015 - Present
Goldman Sachs January 2015 - June 2015
DNV GL March 2014 - July 2014
Student Athlete Support Services January 2012 - June 2013
MFS Investment Management July 2012 - January 2013
NorgesGruppen ASA August 2008 - January 2012
Hanya Investment Consultant Co.,Ltd May 2011 - May 2011
Skills
MySQL, Teamwork, Marketing, Finance, Outlook, Microsoft Office, Access, Social Networking, Norwegian, Team Leadership, Management, OS X, Windows, Leadership, Public Speaking, English, Facebook, Data Analysis, Time Management, FactSet, Basware, Agresso, Microsoft Excel
Education
Northeastern University 2010 — 2015
Bachelor of Science, International Business; Finance
The Hong Kong University of Science and Technology 2013 — 2013
Expatriate Year, Academic Coursework, Fiance and MIS
Gateway College 2010 — 2010
Marketing, Business English, Entrepreneurship
Valler High School 2006 — 2009
Diploma
The Cocktail March 2015 - June 2015
Hill Holliday January 2014 - May 2014
MFS Investment Management July 2013 - January 2014
Fisher Brothers May 2012 - August 2012
Skills
Social Media, Invoicing, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Event Planning, Social Media Marketing, Customer Service, Leadership, Financial Analysis, Research, Public Speaking, Social Networking, Teamwork, Strategic Planning, Photoshop, English, Marketing
Education
Universidad Pontificia Comillas 2014 — 2015
Bachelor's Degree, 3° Licenciatura E4: Ciencias Empresariales Internacionales
Northeastern University 2011 — 2016
Bachelor’s Degree, Marketing and Finance, Minor in Spanish
South Side High School 2007 — 2011
International Baccalaureate Diploma
dunnhumby October 2012 - Present
Northeastern University Marketing Association September 2010 - May 2012
Michael Kors June 2011 - July 2011
Shoebuy.com January 2010 - June 2011
Northeastern University Athletics Department September 2009 - December 2009
MFS Investment Management January 2009 - July 2009
Northeastern University Student Government Association May 2008 - December 2008
Charlotte Russe June 2007 - August 2008
Skills
Excel, Social Media, Social Media Marketing, Microsoft Office, Word, Event Planning, Microsoft Excel
Education
Northeastern University 2008 — 2012
Business, Marketing
Douglas High School 2003 — 2007
SapientNitro June 2013 - Present
AMP Agency April 2013 - May 2013
AMP Agency August 2010 - April 2013
Cramer Digital Marketing l Event Solutions April 2007 - July 2010
Lexington Insurance Company January 2006 - August 2006
MFS Investment Management January 2005 - June 2005
Skills
Social Media Marketing, Digital Marketing, Advertising, Client Services, Online Advertising, Social Media, Online Marketing, Email Marketing, Interactive Producer, Project Management, Mobile Advertising, Producers, Project Manager, Website Development, Google Analytics, Drupal, Joomla, Ektron Content..., Wordpress, Microsoft Excel, Microsoft Word, MS Project, Project Planning, Adobe Creative Suite, Photoshop, Illustrator, Marketing Management, Interactive Advertising, Advertising Management, Marketing Budget..., Operations Management, Digital Media, Media Production, Interactive Applications, Facebook Marketing, Web Analytics, Basecamp, OpenAir, JIRA, Banner Ads, Quality Assurance, Digital Project..., Digital Asset Management, Web Applications, Microsoft Office, Integrated Marketing, Cross-functional Team..., Online Campaign..., Advertising Agency, Digital Agency
Education
Northeastern University 2003 — 2007
BSBA, Marketing, Management
Fidelity Investments June 2013 - May 2014
Provident Healthcare Partners, LLC January 2013 - May 2013
GE Healthcare January 2012 - July 2012
Scotiabank Global Banking and Markets January 2011 - July 2011
MFS Investment Management January 2010 - June 2010
Education
Northeastern University 2008 — 2013
Bachelor of Business Administration (B.B.A.), Finance, Accounting
London School of Economics and Political Science 2011 — 2011
Study Abroad
Genuine Interactive July 2015 - Present
Genuine Interactive October 2013 - July 2015
OHO Interactive May 2012 - October 2013
OHO Interactive August 2010 - May 2012
OHO Interactive August 2008 - August 2010
The Boston Globe July 2006 - December 2006
MFS Investment Management July 2005 - December 2005
Skills
User Experience, User Interface Design, Information Architecture, Graphic Design, Web Design, Sitemaps, Prototyping, Functional..., Logo Design, Heuristic Evaluation, Brand Development, Concept Development, Storyboarding, Process Mapping, Process Optimization, Focus Groups, Competitive Analysis, Photo Editing, Interview Preparation, Direct Marketing, Direct Mail, Art Direction, Brochures, Pre-press, Adobe Creative Suite, Illustrator, InDesign, Photoshop, Flash, After Effects, Dreamweaver, HTML, Drupal, Microsoft Office, Interviewing, Business Cards, Posters, Mac OS, Typography, Corporate Identity, Creative Direction, Style Guides, Usability Testing, Taxonomy Development, User Scenarios, Personas, Surveys, Email Marketing, Site Maps, Axure
Education
Northeastern University 2003 — 2008
BS, Graphic Design
Bentley 2013 — 2013
UX Boot Camp Certificate, Human Factors & Information Design
IPG Management Training Program: The Art and Science of Leadership (TASL) 2015 — 2015
Leadership and Management
MFS Investment Management July 2015 - Present
Northeastern University January 2013 - June 2015
Gexpro June 2013 - December 2013
Northeastern University January 2012 - April 2013
Northeastern University September 2011 - April 2013
Bicon Dental Impant July 2012 - December 2012
Northeastern University January 2012 - April 2012
Northeastern University September 2011 - December 2011
Skills
Leadership, Training, Public Speaking, Social Networking, Microsoft Word, Higher Education, Tutoring, Microsoft Office, Event Management, PowerPoint, Teamwork, Time Management, Research, Facebook, Microsoft Excel, Social Media, Event Planning, Management, Customer Service, Data Analysis, Marketing, Community Outreach, Business Strategy
Education
Northeastern University 2011 — 2015
Bachelor of Science Degree in Business Administration, Marketing
Pujiang Senior High School 2007 — 2010
Baring North America February 2012 - Present
Atlantic Trust March 2009 - February 2012
Health Law Advocates July 2008 - March 2009
State Street Bank June 2006 - February 2008
Starbucks Coffee Company July 2005 - November 2005
MFS Investment Management January 2005 - June 2005
Sheff Law Offices P.C. January 2004 - September 2004
Skills
Legal Research, Non-profits, Legal Writing, Corporate Law, Westlaw, Mediation, Due Diligence, Corporate Governance, Policy, Wills, Securities, Research, Mutual Funds, Family Law, Trusts, Management, Securities Regulation
Education
Suffolk University Law School 2006 — 2010
J.D., Law
Northeastern University 2002 — 2006
BA, Political Science
Vision Entertainment January 2015 - Present
CDM Smith January 2013 - July 2013
MFS Investment Management July 2011 - April 2012
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Social Media, Facebook, Customer Service, Social Media Marketing, Outlook, Social Networking, Access, Event Planning, Public Speaking, Teamwork, Research, Data Analysis, SPSS, Market Research, InDesign, Illustrator, Marketing, Marketing Communications
Education
Northeastern University 2009 — 2014
Bachelor of Science Degree Candidate - Business Administration; May 2014, Marketing/Marketing Management, Music Industry.
Universitat de Barcelona 2013 — 2013
Study Abroad, September 2013 - December 2013
Marriott International March 2014 - Present
Marriott International September 2012 - March 2014
Marriott International February 2011 - October 2012
Marriott International January 2010 - February 2011
Marriott International June 2008 - December 2009
MFS Investment Management July 2006 - December 2006
Skills
Certified Meeting..., Hospitality, Management, Event Management, Wedding Planning, Sales, Meeting Planning, Customer Service, CRM, Hotels, Catering, Budgets, Trade Shows, Corporate Events, Food & Beverage, Convention Services, Hospitality Management, Event Planning, Hospitality Industry, Hotel Management, Resorts, Tourism
Education
Northeastern University 2003 — 2008
BA, Journalism
Goldman Sachs June 2015 - August 2015
Goldman Sachs July 2014 - December 2014
MFS Investment Management July 2013 - December 2013
Education
Northeastern University 2011 — 2016
Bachelor of Science in Business Administraton, Accounting and Finance
Swinburne University of Technology 2011 — 2011
Liberal Arts and Sciences/Liberal Studies
Xavier High School 2007 — 2011
High School Diploma
Indiegogo August 2014 - Present
CustomMade September 2012 - August 2014
Intelligent.ly April 2012 - June 2013
TEDxSomerville November 2011 - November 2012
Accounting Management Solutions July 2011 - September 2012
Accounting Management Solutions June 2010 - December 2010
MFS Investment Management June 2009 - January 2010
The Hartford June 2008 - January 2009
Education
Northeastern University
Communication Studies, Dual Concentration in Media Studies and Organizational Communication
Macy's East March 2010 - Present
MFS Investment Management July 2007 - May 2008
John Hancock July 2006 - May 2007
Abitibi Consolidated 2001 - 2007
Skills
Microsoft Excel, Financial Analysis, Project Management, Budgets, Project Planning, Marketing Strategy, Accounts Payable
Education
Northeastern University 2004 — 2009
Bachelor of Science
Bose Corporation October 2011 - Present
Bose Corporation October 2009 - October 2011
Bose Corporation October 2007 - October 2009
MFS Investment Management July 2006 - September 2007
Baseline Development Group July 2005 - May 2006
Skills
Creative Direction, Web Design, Graphic Design, Photoshop, Interaction Design, User Interface Design, Mobile Design, Social Media Advertising, Email Marketing, Information Architecture, Concept Development, Storyboarding, Typography, Corporate Branding, Creative Strategy, User Experience, Illustrator, Logo Design, InDesign, Adobe Creative Suite, Photography, PC & Mac platforms, Bilingual-English/Spanis..., Flash, Dreamweaver, Adobe Acrobat, HTML, CSS, Microsoft Office
Education
Northeastern University 2002 — 2007
Bachelor of Science, Graphic Design
Grafton High School 1998 — 2002
World Wildlife Fund November 2008 - Present
Gexpro Services May 2007 - May 2008
Boston Globe July 2006 - January 2007
MFS Investment Management July 2005 - December 2005
Skills
Newsletters, Social Media, Advertising, Publications, Email Marketing, Public Relations, Marketing Communications, Integrated Marketing, Facebook, Copywriting, Brochures, Social Media Marketing, SEO, Management, Illustration, Editing, Market Research, Adobe Creative Suite, New Media, Digital Strategy, Mobile Marketing, Fundraising, Digital Marketing, Online Marketing
Education
The George Washington University - School of Business 2014 — 2016
Master of Business Administration (MBA), MBA
Northeastern University 2003 — 2008
BS, Marketing, Visual Art
Escapist Pictures LLC December 2013 - June 2014
MFS Investment Management July 2012 - December 2012
Property and Portfolio Research (PPR) July 2011 - December 2011
Fagusal LTD January 2007 - July 2009
Skills
Economics, Business Analysis, Real Estate Economics, Economic Research, Networking, Excess, SQL, Analysis, Data Analysis, System Testing, Testing, Leadership
Education
Northeastern University 2009 — 2013
Bachelor of Science Degree
Certification of Graduating Tashkent International School 2005 — 2009
Bilingual International Baccalaureate Diploma
CLSA October 2014 - Present
Vertical Research Partners March 2013 - July 2014
Strategas Research Partners June 2010 - February 2013
MFS Investment Management June 2009 - January 2010
Merrill Lynch July 2007 - December 2007
Education
Northeastern University 2006 — 2010
BA, Economics, Business Administration
Boston Collegiate Charter School August 2015 - Present
Teach For America June 2015 - Present
VMware July 2014 - March 2015
Reebok January 2013 - June 2013
MFS Investment Management January 2012 - June 2012
Fidelity Investments May 2011 - August 2011
Lisa James Salon September 2009 - September 2010
Boston Business Journal July 2008 - July 2008
Skills
Writing, Microsoft Office, Microsoft Excel, Microsoft Word, Cision, InDesign, Public Speaking, Public Relations, Marketing, Twitter, Facebook, Factiva, PowerPoint, Blogging, Photoshop, Social Media, Social Media Marketing, Social Networking, WordPress, Editing, Marketing Communications, Swag
Education
Northeastern University 2010 — 2015
BA, Communication Studies
Wellesley Senior High School 2006 — 2010
Velox24 Insurance Agency July 2012 - Present
Connect Road Assist July 2012 - Present
Ambridge Partners LLC November 2010 - July 2012
Universal Insurance Group June 2010 - August 2010
Universal Insurance Group July 2009 - December 2009
MFS Investment Management July 2007 - December 2007
Skills
Insurance, Microsoft Excel, Underwriting, Risk Management, Financial Reporting, Property & Casualty..., Microsoft Office, Reinsurance
Education
St. John's University, The Peter J. Tobin College of Business 2010 — 2012
MBA, Risk Management & Insurance
Northeastern University 2005 — 2010
BS, Finance, Entrepreneurship
Colegio San Ignacio de Loyola 1999 — 2005
High School
MassMutual Financial Group January 2013 - Present
The Hartford March 2008 - December 2012
MFS Investment Management July 2006 - February 2008
MFS Investment Management November 2000 - June 2006
MFS Investment Management January 1999 - November 2000
MFS Investment Management April 1998 - January 1999
Skills
Project Management, Marketing Strategy, Change Management, Marketing Communications, Strategic Communications, Marketing, Email Marketing, Retirement, 401k, Social Media, Editing, HTML, Compliance, Digital Marketing, Blogging, B2B Marketing, Writing, Series 63, Series 6, Strategic Planning, Cross-functional Team...
Education
Northeastern University 1993 — 1998
B.A., Journalism, Advertising, Graphic Design
Absolute Mechanical September 2010 - Present
Societe Generale August 2007 - September 2010
New England Pension Consultants June 2006 - January 2007
Raytheon Integrated Defense Systems June 2005 - May 2006
MFS Investment Management 2004 - 2005
Education
Northeastern University 2002 — 2007
B.B.A; B.B.A, Finance and Insurance; Marketing
AppNexus April 2014 - Present
AppNexus May 2012 - April 2014
Integreon July 2011 - May 2012
AOL January 2010 - June 2010
MFS Investment Management January 2009 - June 2009
Artnet June 2008 - August 2008
Skills
Microsoft Office, Salesforce.com, comScore, DoubleClick, Graphic Design, Illustrator, InDesign, Photoshop, Photography, Social Media, Teamwork, Marketing Research, Kantar, After Effects, Final Cut Pro
Education
Northeastern University 2007 — 2012
Business, Art & Design
Rapid7 October 2014 - Present
Rapid7 April 2014 - October 2014
Rapid7 September 2012 - June 2014
Rapid7 December 2011 - September 2012
Endeca Technologies August 2010 - December 2011
Endeca June 2010 - August 2010
MFS Investment Management January 2008 - June 2008
Phase Forward January 2007 - June 2007
Noah's Restaurant August 2003 - September 2006
Skills
Active Directory, VMware, Virtualization, Security, Databases, Windows, Ubuntu, Operating Systems, Oracle, Powershell, Exchange Online, Office 365, Windows Server, SSO, Amazon Web Services..., System Administration, Okta, Microsoft DNS, DHCP, Google Apps, Domain Controller, Microsoft Exchange, SQL, Unix, Linux, Java, VPN, LDAP, C++, TCP/IP, HTML, Bash, SSH, Regular Expressions, XML, C, Eclipse, Veeam, Backup Exec, Group Policy, IBM Tivoli, Duo, Symantec Endpoint..., Box.net, Wireshark, IAM, Cisco
Education
Northeastern University 2005 — 2010
Bachelor of Science, Computer Science and Business
Rensselaer Polytechnic Institute 2004 — 2005
Computer Science
CYCLOMUNDO May 2014 - January 2015
Vantage Deluxe World Travel November 2012 - May 2014
CIDC February 2012 - November 2012
CYCLOMUNDO October 2010 - October 2012
The Next Great Generation Boston November 2011 - June 2012
MFS Investment Management April 2010 - February 2012
MFS Investment Management June 2011 - July 2011
CYCLOMUNDO January 2009 - June 2009
MFS Investment Management January 2008 - June 2008
The Commonwealth Museum/Massachusetts Archives January 2007 - June 2007
Skills
Copywriting, Marketing, Writing, Blogging, Copy Editing, Project Management, Social Media, French, Advertising, French language, Editing, Social Media Marketing, Press Releases, Newsletters, Marketing Communications, Email, catalogs, Salesforce, Wordpress, Content Management, travel planning, product descriptions, Facebook
Education
Northeastern University 2005 — 2010
BSBA
CEFAM: Centre d'Etudes Franco-Americain de Management 2008 — 2008
Study Abroad
IDEA: Northeastern University's Venture Accelerator May 2015 - Present
IDEA: Northeastern University's Venture Accelerator May 2014 - May 2015
Student Government Association of Northeastern University May 2013 - June 2014
MFS Investment Management January 2013 - July 2013
Student Government Association of Northeastern University July 2012 - June 2013
Liberty Mutual Insurance January 2012 - August 2012
Northeastern University US-Sino Pathway Program May 2011 - August 2011
Apps Associates April 2010 - April 2010
Kumon January 2008 - April 2010
Skills
Leadership, Public Speaking, Management, Entrepreneurship, Creative Problem Solving, Business Strategy, Java, Business Analysis, Project Planning, Lean Startup Methodology, Event Planning, Organizational..., Web Development, Start-ups, Design Thinking, Motivation, Marketing Strategy, Photoshop
Education
Northeastern University 2010 — 2015
Bachelor of Science, Finance, with a minor in Computer Science
ABRHS
Institutional Property Advisors, a Marcus & Millichap company August 2015 - Present
Old School Capital Consulting December 2014 - August 2015
State Street June 2013 - December 2013
MFS Investment Management January 2012 - July 2012
Skills
Management, Banking, Microsoft Excel, Microsoft Office, PowerPoint, Investments, Data Analysis, Financial Analysis, Microsoft Word, Finance, Research
Education
Northeastern University 2009 — 2014
Bachelor's Degree, Economics and Business Administration - Concentration in Finance
Trinity-Pawling School 2007 — 2009
Cardigan Mountain School 2004 — 2005
Cambridge Associates July 2015 - Present
Cambridge Associates July 2014 - June 2015
Credit Suisse - HOLT June 2013 - December 2013
Credit Suisse - HOLT July 2012 - December 2012
MFS Investment Management July 2011 - December 2011
Citi - Global Transaction Services May 2010 - July 2010
Halliburton June 2008 - July 2008
Skills
Financial Analysis, PowerPoint, Finance, Investments, Portfolio Management, Valuation, Bloomberg, Equities
Education
Northeastern University 2009 — 2014
BSBA, BS
Passed Level II of the CFA Program
American School of Dubai 2006 — 2009
High School Diploma
News Distribution Network, Inc. August 2012 - Present
Tribal Fusion August 2011 - August 2012
BrightRoll July 2010 - August 2011
BrightRoll July 2009 - July 2010
Mediaedge July 2008 - July 2009
MFS Investment Management June 2007 - February 2008
Skills
DoubleClick, Mobile Advertising, Digital Media, Digital Strategy, Mobile Marketing, Advertising, Ad Networks, Online Advertising, Advertising Sales, Digital Marketing, comScore, SEM, Media Buying, Behavioral Targeting, Ad Serving, Media Planning, Sales
Education
Northeastern University 2003 — 2008
BA, Finance & Marketing
Wellington Management July 2014 - Present
Northeastern University September 2011 - May 2014
Eurobank Bulgaria AD January 2013 - June 2013
MFS Investment Management January 2012 - June 2012
The Boston Globe January 2011 - August 2011
Skills
PowerPoint, Microsoft Excel, Data Analysis, Microsoft Office, Research, SPSS, Accounting, Event Planning, Microsoft Word, Teamwork, Bloomberg Terminal, Access, Data Entry, Finance
Education
Northeastern University 2009 — 2014
Bachelor of Science (B.S.), Finance and Marketing
London School of Economics and Political Science 2012 — 2012
Study Abroad, Public Finance, Risk Management
MFS Investment Management April 2004 - Present
MFS Investment Management October 1999 - April 2004
Skills
Disaster Recovery, T-SQL, SharePoint, SDLC, Databases, Database Design, SQL, Integration, Business Analysis, Microsoft SQL Server
Education
Northeastern University 2002 — 2003
Certificate, Database Design and Administration
University of Utah 1981 — 1986
BS, Advertising Communications
Garden of Eden & Associates, Inc. January 2014 - Present
Boston Higher Education Resource Center September 2013 - December 2013
Eastern Bank November 2010 - September 2013
Citizens Bank February 2008 - November 2010
Companion Health Services, Inc. February 2007 - February 2008
Garden of Eden Ministries, Inc. July 2003 - January 2006
MFS Investment Management November 1997 - January 2004
Skills
Commercial Banking, Banking, Loans, Retail Banking, Credit, Financial Services, Leadership, Finance, Credit Analysis, Risk Management, Investments, Training, Equities, Mutual Funds, Wealth Management, Business Strategy, Relationship Management, Portfolio Management, Coaching, Sales, Strategic Financial..., Insurance, Financial Analysis, Financial Modeling, Securities, Asset Management, Retirement Planning, Business Development, Management, Mortgage Lending, Strategy, Strategic Planning, Investment Advisory, New Business Development, Fundraising, Board Development, Marketing Strategy, Brand Management, Grants, Brand Development, Advisory Boards, Non-profit Leadership, Non-profit Fund..., Staff Development, Non-profit Board..., Asset Allocation, Valuation, Community Development, Leadership Development, Nonprofits
Education
Northeastern University
Liquidnet July 2015 - Present
Northeastern University September 2011 - Present
Wellington Management June 2014 - May 2015
MFS Investment Management June 2013 - January 2014
Skills
Microsoft Excel, Microsoft Office, Leadership, Investments, Finance, Equities, Fixed Income, Microsoft Word, Data Analysis, Trading, Social Networking, Public Speaking, Teamwork, Time Management, Alpha Generation, PowerPoint
Education
Northeastern University 2011 — 2016
Bachelor of Business Administration (B.B.A.), Finance, Senior
BentoBox June 2014 - Present
Tasting Table June 2013 - July 2014
Douzo Modern Japanese August 2008 - May 2013
NEPC, LLC July 2012 - January 2013
MFS Investment Management January 2011 - June 2011
North American Membership Group June 2010 - September 2010
Skills
Social Media, Customer Service, PowerPoint, Microsoft Excel, Financial Analysis, Data Analysis, Client Co-ordination, Digital Strategy, Google Apps, Digital Marketing, Communication, Strategic Partnerships, Partnership Marketing, Start-ups, Facebook, Social Media Marketing, Social Networking, Marketing, Advertising, Management, Training, Time Management, Food & Beverage
Education
Northeastern University 2009 — 2014
Bachelor of Business Administration (B.B.A.), Finance, 3.6
Scotch Plains - Fanwood High School 2004 — 2009
Vacaré Group November 2014 - Present
Seismic Software May 2015 - Present
Pixability April 2015 - Present
EverTrue December 2014 - Present
Onward Technologies December 2013 - November 2014
The Mergis Group July 2012 - December 2013
Wheelock College February 2013 - July 2013
OfficeTeam November 2011 - July 2012
Emerson College February 2010 - April 2012
MFS Investment Management November 2010 - November 2011
Skills
Temporary Placement, Temporary Staffing, Recruiting, Outlook, Customer Service, Sales, Training
Education
Nichols College 2004 — 2008
Bachelor of Science in Business Administration, Business
Falmouth High School 2000 — 2004
MFS Investment Management September 2006 - Present
Skills
Service Delivery, Management, Disaster Recovery, Business Analysis, Vendor Management, ITIL, IT Strategy, Business Continuity, Virtualization, Enterprise Architecture, IT Management, VMware, IT Service Management, IT Operations, Project Management, Change Management, Business Process..., Storage, Leadership, Business Process, Active Directory, Data Center, Servers, Solaris, Information Technology, Cloud Computing, Integration
Education
Northeastern University
BS
MFS Investment Management July 2014 - Present
BlackRock May 2013 - August 2013
Bosch India February 2011 - April 2011
Skills
Financial Modeling, Investment Management, Risk Analysis, FX Trading, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Public Speaking, English, Windows, Event Planning, Time Management
Education
Northeastern University 2012 — 2017
Bachelor of Science (B.S.), Finance, General
La Martiniere College 1998 — 2012
CBIZ Tofias January 2014 - Present
Alias Keith and Jones July 2014 - May 2015
Clearview National Partners May 2012 - December 2013
USI New England October 2008 - April 2012
DentaQuest March 2006 - October 2008
DentaQuest June 2005 - March 2006
DentaQuest May 2000 - June 2005
DentaQuest August 1998 - May 2000
MFS Investment Management November 1997 - July 1998
Cross Country Automotive Services September 1989 - August 1997
Skills
Marketing, Account Management, Insurance, Employee Benefits, Marketing Communications, Health Insurance, New Business Development, Proposal Writing, Newsletters, Management, Microsoft Office, Analysis, Corporate Communications, Event Management, Training, Process Improvement, Leadership, Strategic Planning, Benefits Administration, Vendor Management, Social Media, Word, Team Building, Writing, Research, Microsoft Word
Education
North Shore Community College 1989 — 1990
Liberal Arts
Suffolk University 1988 — 1989
Journalism
St. Dominic Savio High School 1984 — 1987
First Niagara Bank January 2013 - Present
State Street December 2011 - December 2012
State Street November 2010 - December 2011
Bosch Security Systems February 2009 - August 2009
MFS Investment Management January 2008 - July 2008
Skills
Financial Analysis, Portfolio Management, Loans, Credit, Financial Modeling, Credit Risk, Commercial Lending, Credit Analysis, Commercial Banking, Microsoft Excel, Risk Management
Education
Northeastern University 2005 — 2009
International Business, Finance & Spanish
Universidad Pontificia Comillas 2007 — 2008
International Business
CIFC November 2011 - May 2015
Wellington Management Company, LLP January 2010 - July 2010
Wellington Management Company, LLP January 2009 - June 2009
MFS Investment Management January 2008 - June 2008
Skills
Fixed Income, Portfolio Management, Access, Financial Accounting, Asset Managment, Investments, Financial Modeling, Equities, Bloomberg, Credit Analysis, Valuation, Finance, Financial Analysis, Hedge Funds, Corporate Finance, Bloomberg Terminal, Capital Markets, Microsoft Excel, Bonds, Derivatives, Alternative Investments
Education
Northeastern University 2006 — 2011
Bachelor of Science, Business Administration; Finance
CBRE June 2013 - Present
Pacific Retail Partners August 2007 - June 2013
MFS Investment Management January 2005 - June 2005
Skills
Real Estate, Brokerage, Real Estate Development, Leases, Apartments, Foreclosures, Tenant, Landlords, Investment Properties, Marketing, Property, Shopping Centers, Investments, Investors, Real Estate Financing, Referrals, Location Intelligence, Corporate Real Estate, Negotiation, Real Estate Economics, Real Estate Transactions, Disposition, Commercial Real Estate, Lease Negotiations, Land Acquisition, Property Management, Commercial Mortgages, Short Sales, Tenant Representation, Landlord, Residential Homes, REO, Contract Negotiation, Sellers, Lease Administration, Entitlements, 1031 Exchanges, Commercial Leasing, Retail Site Selection, Real Property, Appraisals
Education
Northeastern University 2003 — 2007
Business Administration, Finance & Insurance, Marketing
China Construction Bank (Asia) Corporation Ltd. July 2013 - July 2013
MFS Investment Management January 2013 - June 2013
Hang Seng Bank June 2012 - June 2012
Northeastern University August 2011 - December 2011
Citic Prudential Insurance Co. June 2010 - July 2010
Skills
PowerPoint, Cover Letters, Microsoft Excel, Microsoft Word, Microsoft Office, SPSS
Education
Northeastern University 2009 — 2014
Bachelor of Business Administration (B.B.A.), Marketing & Finance
No.7 High School 2006 — 2009
High School Diploma
BNY Mellon Wealth Management - Family Office July 2015 - Present
BNY Mellon Wealth Management - Family Office February 2014 - July 2015
BNY Mellon Wealth Management - Family Office September 2012 - February 2014
Wellington Management June 2010 - December 2010
MFS Investment Management July 2009 - March 2010
Skills
Banking, Securities, Mutual Funds, Public Speaking, Trading, Financial Analysis, Financial Services, Wealth Management, Management, Investment Advisory, Finance
Education
Northeastern University 2007 — 2012
Bachelor of Sciene Degree, Business Administration, Finance
eVestment July 2015 - Present
Pioneer Investments October 2005 - June 2015
MFS Investment Management August 1999 - October 2005
State Street Bank September 1996 - August 1999
Skills
Project Management, CRM, Proposal Writing, Marketing, Business Analysis, Process Improvement, Business Development, Investments, Series 7, Series 6, Series 63
Education
Suffolk University - Sawyer School of Management 1998 — 2000
Master of Business Administration (M.B.A.), Finance
Northeastern University 1991 — 1996
Bachelor’s Degree, Finance & Marketing
Boston College High School 1987 — 1991
High School
Page Works February 2013 - Present
Advisestream April 2011 - February 2013
YMCA February 2005 - December 2010
MFS Investment Management January 2008 - June 2008
Skills
InDesign, Illustrator, Flash, After Effects, Graphic Design, Photoshop, Screen Printing, QuarkXPress, Adobe Creative Suite, Layout, Mac, Typography, Graphics, Adobe Acrobat, Logos, Illustration, User Interface Design, Brochures, Posters, Corporate Identity, User Experience, Word, Mac OS X, Logo Design, Web Design
Education
Northeastern University 2005 — 2010
Bachelor of Science, Graphic Design
Permasteelisa North America March 2014 - Present
Aspen Square Management February 2013 - March 2014
Bertuccis Italian Rest. June 2011 - November 2012
MFS Investment Management December 2011 - September 2012
Hollywood Tans Group, LLC 2010 - 2012
Skills
Access, Data Entry, Photoshop, Microsoft Word, Time Management, Outlook, Purchasing, Event Planning, Retail, Microsoft Office, Contract Negotiation, Process Scheduler, Marketing, Budgets, Teamwork, QuickBooks, Microsoft Excel, PowerPoint, Customer Service, Leadership, Sales, Project Management, Invoicing, Payroll, Inventory Management, AutoCAD Architecture, SketchUp, Design, Revit, Rendering, Management, Submittals, AutoCAD, InDesign, Interior Design, Social Media
Education
Newbury College 2008 — 2012
Bachelor's degree Science, Interior Design
Wilbraham Monson Academy
Diploma
Wilbraham Monson Academy
MaPS August 2015 - Present
The Boston Consulting Group July 2014 - December 2014
MFS Investment Management July 2013 - December 2013
Junior Achievement of New Jersey May 2012 - August 2012
Northeastern University Alumni Association January 2012 - April 2012
Kumon August 2008 - August 2011
Skills
Social Media, Tamil, Hindi, Social Networking, French, Event Management, Leadership Development, Public Relations, SPSS, Research, Stata, Community Outreach, Non-profits, Fundraising, Organizational..., PowerPoint, Event Planning, Microsoft Office, Data Analysis, Program Management, Nonprofits, Leadership, Marketing, Public Speaking
Education
Northeastern University 2011 — 2015
B.S., Business Administration (conc. Finance, Marketing), Minors - French, International Affairs
South Brunswick High School 2007 — 2011
High School Diploma
Goldman Sachs January 2014 - Present
Goldman Sachs October 2012 - December 2013
Goldman Sachs August 2011 - October 2012
Goldman Sachs January 2010 - May 2010
Pershing June 2009 - August 2009
MFS Investment Management January 2008 - June 2008
Northeastern University March 2007 - December 2007
Education
Northeastern University 2006 — 2011
Bachelor of Science in Business Administration, Finance and Marketing
Philips January 2015 - Present
Vistaprint January 2014 - June 2014
MFS Investment Management January 2013 - June 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Project Management, Microsoft SQL Server
Education
Northeastern University 2011 — 2016
Bachelor of Science in Business Administration, Concentration in Management
MFS Investment Management August 2015 - Present
John Hancock Investments March 1994 - September 2014
John Hancock Investments 2001 - 2005
John Hancock Investments 1998 - 2001
John Hancock Investments 1994 - 1998
Creative Publishing Corporation 1990 - 1994
Skills
Financial Services, Direct Marketing, Marketing Strategy, Mutual Funds, Marketing Communications, Marketing, Email Marketing, Creative Direction, CRM, Integrated Marketing, Multi-channel Marketing, Digital Marketing, Social Media Marketing, Series 6, Corporate Communications, Direct Mail, Strategy, Corporate Branding, Database Marketing, Project Management, Media Planning, Account Management, Investments
Education
Northeastern University
Design Certificate Program
Chamberlayne Junior College
Associate's Degree, Advertising and Graphic Design
Strategy Analytics February 2015 - Present
HERE, a Nokia company April 2012 - January 2015
Nokia January 2011 - April 2012
Nokia January 2010 - December 2010
Nokia August 2007 - January 2010
Strategy Analytics March 1999 - August 2007
EDS Group 1998 - 1999
EDS Group 1996 - 1997
EDS Group 1992 - 1996
MFS Investment Management 1987 - 1989
Skills
Global Market Evaluation, Penetration & Expansion, Value Chain Modeling, Competitive Analysis..., Opportunity Forecasting, Survey Design, Interpretation, Market Segmentation, Mapping Long-Term..., Strategic/Operational..., Growth! Research..., Gaining Exec...., Knowledge Management..., Vendor Sourcing &..., Leading Corporate..., Segmentation, Optimized Demand..., Managerial, Predictive Modeling, Competitive Analysis, Research, Planning, Forecasting, Contract Negotiations, Market Research, Product Management, Market Analysis, Strategic Planning, Business Strategy, Mobile, Analytics, Business Analysis, Telecommunications, Strategy Development, Data Analysis, Marketing Strategy, Cross-functional Team..., Analysis, Business Intelligence, Consumer Insights, Wireless, Marketing Research, Public Speaking, Customer Experience, Mobile Marketing, Team Building, Team Leadership, Problem Solving, Product Strategy, Go-to-market Strategy
Education
Northeastern University 1987 — 1991
BS
Grasmere Elementary
Federated MDT Advisers July 2015 - Present
MFS Investment Management July 2014 - June 2015
Education
Northeastern University 2012 — 2017
Business Administration-Concentration in Finance
Gould Academy 2008 — 2012
High School Diploma, General Studies
MFS Investment Management September 2001 - Present
MFS Investment Management July 1997 - 2001
Colonial Mutual Funds/Liberty Mutual September 1987 - July 1997
Skills
Client Service, Adobe Acrobat, Content Management, QuarkXPress, Print Production, Web Content, Pre-press, InDesign, Copy Editing, Editing, Mac, Word, Publishing, Proofreading, Technical Writing, Adobe Creative Suite, Illustrator, Layout, PowerPoint, Outlook, Photoshop, HTML, Microsoft Office, Excel, Writing, Graphic Design, Mac OS X, Advertising, XML, Brochures, Marketing Communications, Troubleshooting
Education
Northeastern University 1991 — 1996
Associate's Degree, Graphic Design and Visual Communications
Northeastern University
Credit Suisse July 2014 - December 2014
Morgan Stanley July 2013 - December 2013
MFS Investment Management July 2012 - January 2013
Skills
Microsoft Excel, Bloomberg Terminal, Microsoft Word, PowerPoint, Building Relationships, Customer Service, Capital IQ
Education
Northeastern University 2010 — 2015
Bachelor of Business Administration (BBA), Finance, 3.8
Saint John's High School 2006 — 2010
High School Diploma
Partners In Health February 2015 - Present
Bain & Company July 2014 - February 2015
Partners In Health 2013 - 2014
Northeastern University January 2013 - September 2013
MFS Investment Management January 2012 - June 2012
Bisnode Deutschland Holding GmbH February 2011 - July 2011
International Institute of New England January 2010 - May 2010
The Amity Foundation April 2009 - May 2009
Skills
Microsoft Office, Social Media, Microsoft Excel, Salesforce.com, Organizational..., Non-profits, Nonprofits, Talent Acquisition, PowerPoint, Public Speaking, Human Resources, Higher Education, Recruiting, Cross-cultural, Sailing, Payroll, Employee Benefits, Onboarding, TriNet, Taleo, Workday, Conflict Resolution, Research
Education
Northeastern University 2008 — 2013
B.A., International Affairs, Business Management
Ernst & Young September 2012 - Present
Fraulo Development LLC May 2011 - May 2012
HealthTrust January 2011 - August 2011
Brown Brothers Harriman January 2010 - June 2010
Northeastern University July 2009 - December 2009
MFS Investment Management January 2009 - July 2009
Skills
Valuation, Argus Modeling, Real Estate Transactions, Commercial Real Estate, Appraisals, cash flow modeling, Financial Modeling, Cash Flow Forecasting, Real Estate, Financial Analysis
Education
Northeastern University 2007 — 2012
BSBA, Finance & Entrepreneurship
Northeastern University 2007 — 2012
MFS Investment Management September 2008 - Present
MFS Investment Management May 2007 - September 2008
Skills
Microsoft Office, FactSet, eVestment Alliance, Morningstar, Project Management, Multi Tasking, Bilingual, Investments, Analysis, Equities, Sales, Retail, Series 63, Series 7, Mutual Funds, Time Management, Leadership, Team Leadership, Customer Service, Teamwork, Microsoft Word, Investment Management, Bloomberg, Financial Services
Education
Northeastern University 2011 — 2014
Master's degree
Northeastern University 2004 — 2007
Bachelor of Science (BS), Finance & Insurance and Management
Service Corporation International December 2014 - Present
TGS January 2013 - December 2014
Tesla Motors October 2012 - January 2013
Crossland Strategies May 2012 - January 2013
Pi Sigma Epsilon - Zeta Mu July 2011 - April 2012
MFS Investment Management July 2011 - December 2011
EF Education First July 2010 - December 2010
Skills
Marketing Strategy, Social Media Marketing, Fine Dining, Fashion, Luxury Goods, Travel, Spanish, Product Marketing, Brand Development, Brand Awareness, Online Branding, Social Media, Video Games, Music, Interactive Advertising, Leadership, Marketing Research, Management, Marketing, Advertising, Marketing Communications
Education
Northeastern University 2009 — 2012
BSBA, Marketing
BitSight Technologies March 2014 - Present
Brown Brothers Harriman September 2013 - February 2014
MFS Investment Management January 2013 - June 2013
Brighton House Associates May 2011 - August 2011
Skills
Microsoft Office, Economics, Business Math, Market Research, Data Processing, Internet Resources, Equity Research, Microsoft Excel, Asset Management, Research
Education
Northeastern University
Bachelor of Science (B.S.), Economics
Northeastern University, D'Amore-McKim School of Business April 2010 - Present
Northeastern University, D'Amore-McKim School of Business July 2007 - March 2010
Blue Cross Blue Shield of Massachusetts August 2006 - July 2007
MFS Investment Management 2001 - 2006
Skills
Career Counseling, Career Development, Career Management, Coaching, Cover Letters, Job Search, Resume Writing, Interview Preparation, Job Search Strategies, Personal Branding, Training, MBTI, Career Development..., Higher Education, Student Development, Job Coaching, Data Analysis, Employee Training, Leadership, Strategy, Workshop Facilitation, Career Assessment, Interviews, Organizational..., Student Affairs, Research, Workshops, Strong Interest..., Performance Management, Mock Interviews, Resume, Organizational..., Staff Development
Education
Northeastern University
Master of Education (M.Ed.), Adult and Organizational Learning
Northeastern University
Bachelor of Science, Human Resources Management/Personnel Administration, General, magna cum laude
Provident Healthcare Partners January 2015 - August 2015
Wellington Management January 2014 - July 2014
MFS Investment Management January 2013 - July 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Public Speaking, Teamwork, Windows, Accounting, Financial Analysis
Education
Northeastern University 2011 — 2016
Bachelor's Degree, Business (Finance) and Economics
TJX January 2012 - Present
TJX October 2011 - December 2011
Simon Property Group July 2010 - December 2010
MFS Investment Management January 2009 - June 2009
Skills
Microsoft Excel, Data Analysis, Business Analysis, PowerPoint, Inventory Management, Inventory Analysis, Merchandising, Merchandising Systems, Merchandise Planning, Communication, Strategic Planning, Supply Chain Management, Social Media Marketing
Education
Northeastern University 2006 — 2011
Bachelor, Marketing, Management
Bancroft School 2004 — 2006
TJX June 2013 - Present
TJX March 2013 - May 2013
TJX September 2011 - March 2013
TJX May 2011 - September 2011
TJX July 2010 - January 2011
Plymouth Rock Assurance Corp. June 2009 - December 2009
MFS Investment Management July 2008 - December 2008
Skills
Merchandise Planning, Retail, Analysis, Data Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Market Research, Microsoft Word, Customer Service, SPSS, Management
Education
Northeastern University 2006 — 2011
BSBA, Finance, Marketing
TripAdvisor September 2013 - Present
Trinity Pharma Solutions March 2010 - September 2013
MFS Investment Management June 2008 - December 2008
Skills
Data Warehousing, Oracle, SQL, Microsoft SQL Server, Data Modeling, Business Intelligence, T-SQL, ETL, SSIS, Data Integration, Databases, Agile Methodologies, SDLC, Business Analysis, Requirements Analysis, Software Development
Education
Northeastern University 2007 — 2009
MS, Information Systems
University of Mumbai 2003 — 2007
BE, Information Technology
GMO January 2012 - Present
Grantham, Mayo, Van Otterloo & Co. LLC June 2009 - January 2012
GMO Australia Limited January 2008 - May 2008
Grantham, Mayo, Van Otterloo & Co. LLC January 2007 - December 2007
MFS Investment Management January 2006 - June 2006
Skills
Investment Strategies, Asset Allocation, Portfolio Management, Investment Management, Business Development, Due Diligence, Analysis, Mutual Funds, Management, Product Management, Investment Management..., Defined Contribution, Sales Presentations
Education
Northeastern University 2010 — 2013
Master of Business Administration (MBA)
Northeastern University
Bachelor of Science
MFS Investment Management June 2015 - Present
MFS Investment Management July 2014 - May 2015
The MathWorks June 2013 - January 2014
Wayfair July 2012 - December 2012
Studio Naga January 2006 - June 2012
Skills
Social Media, Research, Public Speaking, Fundraising, Regression Analysis, Teaching, SPSS, Program Management, Leadership, Social Networking
Education
Northeastern University 2010 — 2015
Bachelor of Science (BS), Economics
BankUnited January 2015 - Present
Soul Body, LLC October 2014 - Present
GE Capital July 2013 - December 2014
GE Capital July 2011 - June 2013
PowerAdvocate September 2010 - July 2011
RINET Company, LLC January 2010 - June 2010
PowerAdvocate January 2009 - December 2009
MFS Investment Management July 2008 - December 2008
MFS Investment Management January 2008 - July 2008
Skills
Financial Modeling, Investments, Risk Management, Portfolio Management, Credit, Business Development, Financial Services, Risk Analytics, Venture Financing, Financial Accounting, Capital Budgeting, Community Outreach, Salesforce.com, SimpLean, Event Planning, Recruitment, Microfinance, Microsoft Excel, Mergers & Acquisitions
Education
Northeastern University 2006 — 2011
Bachelor of Science in Business Administration, Summa Cum Laude, Finance, Social Entrepreneurship
TSiBA 2009 — 2009
Social Entrepreneurship
Phillips Exeter Academy 2003 — 2006
GTxcel September 2012 - Present
GTxcel March 2011 - September 2012
Dana-Farber Cancer Institute April 2010 - February 2011
MFS Investment Management May 2007 - July 2008
MFS Investment Management April 2006 - May 2007
MFS Investment Management April 2005 - April 2006
MFS Investment Management December 2003 - June 2004
Morgan Stanley Dean Witter March 2003 - July 2003
CVS Pharmacy May 2001 - March 2002
Skills
Inter-departmental..., Management, Zendesk, Content Management, JIRA, Hubspot, Formstack, Confluence, OpenX, Customer-focused Service, Agile Project Management, WordPress, Salesforce.com, Organization, Google Docs, Customer Satisfaction, Digital Media, Fundraising, Teamwork, Publishing, Multi Tasking, Technical Support, Customer Service, Digital Editions, Mobile Apps, Collaboration, Drupal, Program Facilitation, iOS, Eagle PACE, Volunteering, Bloomberg, Outlook, Project Management
Education
Northeastern University 2000 — 2005
Dual, BS in Finance and Management Information Systems
Millbury High School 1996 — 2000
Diploma, College Prep
MLB Network February 2012 - Present
Major League Baseball Productions May 2011 - September 2011
MFS Investment Management January 2010 - June 2010
The Huntington News September 2008 - December 2009
CDM January 2009 - June 2009
Skills
Editing, Writing, Research, InDesign, Photoshop, Excel, Microsoft Office, PowerPoint, Word, ENPS, VizRT, Aurora Browse, Blogging, Public Relations, Broadcast, Facebook, Microsoft Word, Social Media, Microsoft Excel
Education
Northeastern University 2006 — 2011
Bachelor's: Journalism, Minor: History, International Affairs
Deloitte October 2014 - Present
MFS Investment Management July 2013 - December 2013
Deloitte January 2013 - April 2013
MFS Investment Management January 2012 - December 2012
John Hancock - Group Long-Term-Care Insurance January 2011 - July 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Photoshop, PeopleSoft, SharePoint, Essbase, Accounting, General Ledger, Account Reconciliation, Analysis, Dog Walking, Finance, Corporate Tax
Education
Northeastern University 2009 — 2014
Bachelor of Science Degree; Dual, Business Administration; Accounting and Management Information Systems
Stuyvesant High School 2005 — 2009
RINET Company, LLC October 2012 - Present
Gibson Sotheby's International Realty November 2002 - Present
H&R Block December 2008 - April 2014
H&R Block December 2010 - October 2012
American Personnel October 2010 - August 2012
Walsh, Jastrem & Browne, LLP January 2005 - October 2005
Gibson Sotheby's International Realty July 2002 - April 2005
Walsh, Jastrem & Browne, LLP January 2004 - December 2004
MFS Investment Management September 2000 - July 2001
MFS Investment Management July 1998 - August 2000
Skills
Investments, Real Estate, Luxury, Referrals, Relocation, Investment Properties, Condos, Sellers, Finance, Real Estate Financing, Single Family Homes, Property, Investors, Buyer Representation, Buyers, Listings, First Time Home Buyers, New Home Sales, Income Tax, Residential Homes, Selling, Family Office, Financial Markets, Financial Transactions, Retirement Planning, Wealth Accumulation, Wealth Accumulation..., Wealth Preservation..., Wealth Management, Wealth Management..., 401k Rollovers, Alternative Investments, Estate Tax Planning, High Net Worth..., Income Property, Inheritance Tax Planning, Intergenerational..., Investment Advisory, Investment Strategies, Multi-generational..., Multi-generational..., Personal Tax Planning, Retirement Benefits, Retirement Savings, Series 65, Strategic Financial..., Tax-planning, Tax Preparation, Tax Returns
Education
Northeastern University 1990 — 1995
Bachelor of Science in Business Administration, Accounting, Finance and Management
Boston Latin School 1986 — 1990
College Preparatory Program
State Street January 2015 - June 2015
Lieberman Earley & Co. May 2013 - July 2014
MFS Investment Management January 2014 - June 2014
EXPRESS September 2013 - December 2013
Northeastern University D'Amore McKim School of Business January 2013 - April 2013
Skills
Youth Ministry, Critical Thinking, Volunteering, Community Service, Youth Leadership, Networking, Public Speaking, Time Management, Calendar Planning, Microsoft Office, Close Attention to..., Microsoft Excel, MS Excel Pivot Tables, MS Excel Macros, Customer Service, Microsoft Word, PowerPoint, Sales, Social Media
Education
Northeastern University 2012 — 2017
MFS Investment Management January 2015 - Present
MFS Investment Management January 2014 - June 2014
Yeung & Cheuk Certified Public Accountants May 2013 - July 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Leadership, MS Excel Pivot Tables, Adobe Acrobat, Economics, Photoshop, Illustrator, Dreamweaver, Bloomberg Terminal, Dunn & Bradstreet, Event Management
Education
Northeastern University 2012 — 2017
Hong Kong International School 1999 — 2012
Boys & Girls Clubs of Boston October 2011 - Present
WRBB 104.9FM Boston April 2012 - Present
Ross Sinclaire & Assoc July 2014 - December 2014
MFS Investment Management July 2013 - January 2014
influencers@ June 2012 - February 2013
ShowSmash January 2012 - January 2013
National Conference of Synagogue Youth August 2010 - June 2011
Skills
Social Media, Customer Service, Leadership, PowerPoint, Budgets
Education
Northeastern University 2011 — 2016
Bachelor of Business Administration (B.B.A.), Finance and Management
Albany High School
International Baccalaureate Diploma
Deloitte & Touch LLP November 2012 - Present
URS Corporation April 2011 - June 2012
Lockheed Martin March 2009 - April 2011
selfemployed April 2007 - March 2009
MFS Investment Management April 1999 - April 2007
Consolidated Group 1995 - 1997
Digital Equipment Corporation 1980 - 1992
Americain Science & Engineering 1977 - 1979
Raytheon Service Company 1972 - 1977
Skills
Business Continuity..., Disaster Recovery, Data Center, Information Technology, LDRPS, NotiFind, SharePoint, Business Continuity, Visio, Business Process, Business Analysis, Leadership, IT Strategy, Vendor Management, IT Operations, Project Planning, Project Management, Requirements Analysis, Enterprise Architecture, Testing, Incident Management, Integration, Program Management, Crisis Management, PMP, Process Improvement, Management, SDLC, SQL, Infrastructure, IT Management, Security, ITIL, Governance, Risk Management, Information Security..., IT Service Management, Business Process..., Information Security, PMO, Solution Architecture, CISSP, Consulting, Change Management, Team Leadership, Analysis, Enterprise Software, Strategy, Management Consulting, Software Project...
Education
Northeastern University 1980 — 1986
B.S. E.E., Electrical Engineering
Investors Bank & Trust Corporate ActionsState Street CorpJanuary 2008 - Present
MFS Investment Management 2000 - 2005
Education
Northeastern University 2008 — 2014
Management
New England College Of Finance 2005 — 2008
Cutter Associates October 2006 - Present
Bisys Hedge Fund Services September 2005 - July 2006
Bank of America April 2004 - October 2004
Fleet Bank November 2001 - April 2004
Columbia Management Group 2002 - 2004
Liberty Funds Group August 1996 - November 2001
Massachusetts Financial Company 1982 - 1996
MFS Investment Management 1982 - 1996
Skills
Investments, Asset Managment, Financial Risk, Software Documentation, Portfolio Management, Risk Management, Vendor Management, Business Analysis, Project Management, Process Improvement, Mutual Funds, Requirements Gathering, Change Management, Fixed Income, Relationship Management, Program Management, Strategy, Trading, Asset Management, Hedge Funds, Investment Management, Project Portfolio...
Education
Southern New Hampshire University 1973 — 1975
AS, Business Administration
Northeastern University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Ramsey HS
CBERA March 2007 - Present
MFS Investment Management July 2000 - March 2007
Skills
ERISA, Retirement, Pensions, Mutual Funds, 401k, Management, Employee Benefits
Education
Nichols College 1990 — 1994
Accenture Interactive May 2014 - Present
ITT Technical Institute June 2008 - Present
Accenture Interactive December 2013 - April 2014
Critical Mass November 2011 - November 2013
The Mx Group July 2006 - November 2011
North American Safety Products February 2006 - July 2006
Stamps.com February 2000 - January 2006
Ablestik Laboratories (assumed by Henkel of America) January 1997 - February 2000
Weyerhaeuser Mortgage Company May 1995 - December 1996
MFS Investment Management March 1989 - April 1995
Skills
Business Analysis, CRM, Requirements Analysis, Program Management, Project Management, Business Intelligence, Management, Strategy, E-commerce, User Experience, Analysis, Business Relationship..., Software Project..., Solutions Design, Agile Methodologies, Leadership, Requirements Gathering, Vendor Management, Cross-functional Team..., Product Management, Visio, Information Architecture, Data Analysis, SQL, Software Documentation, Competitive Analysis, Team Leadership, Project Planning, Digital Strategy, Strategic Planning, Marketing Strategy, Marketing, Management Consulting, Account Management, Consulting, User Interface Design, Market Research, Quality Assurance, Collaboration, Risk Management, Agile Project Management, Analytics, Systems Analysis, Business Process..., Budgets, B2B, Salesforce.com, SharePoint, SaaS
Education
Suffolk University - Sawyer Business School 1991 — 1993
MS, Finance
Northeastern University 1986 — 1989
BS, Finance
MFS Investment Management August 2013 - Present
Skills
Microsoft Excel, Marketing Strategy, Project Management, PowerPoint, Sales Management, Management, Sales Analytics, Presentation Development, Microsoft PowerPoint, Sales Reporting, Marketing, Analysis, Social Media, Risk Management, Financial Analysis
Education
Northeastern University 2007 — 2011
Bachelor's Degree
Branford High School
KPMG US August 2014 - Present
Mintz Levin April 2013 - August 2014
Mintz Levin December 2011 - April 2013
Hill House July 2010 - August 2011
Hill House September 2008 - June 2010
Allen & Gerritsen January 2007 - July 2007
MFS Investment Management January 2006 - July 2006
Skills
Integrated Marketing, Marketing, Public Relations, Project Management, PowerPoint, Business Development, Strategic Planning, Social Media, Microsoft Excel, Microsoft Office, Non-profits, Social Media Marketing, Marketing Communications, Advertising, Program Management, Research, Event Planning
Education
Northeastern University 2003 — 2008
Bachelor of Science in Business Administration, Marketing & Finance and Insurance
MFS Investment Management February 2012 - Present
MFS Investment Management June 2008 - February 2012
Skills
Mutual Funds, Bloomberg, Investments, Financial Modeling, Financial Analysis, Fixed Income, Asset Management, Alternative Investments, Strategic Financial..., Financial Services, Corporate Finance, Financial Reporting, Economics, Risk Management, Valuation, Securities, Equities, Analysis, Portfolio Management, Finance, Microsoft Excel
Education
Northeastern University 2010 — 2012
Master of Business Administration (M.B.A.), Investment Management
University of Wisconsin-Milwaukee - School of Business Administration 2003 — 2008
Bachelor of Business Administration (BBA), Finance & Economics
TriscendNP, LLC January 2015 - Present
TriscendNP, LLC January 2014 - January 2015
The CAP-Ex Group November 2011 - January 2014
Professional Holding Company VI, LLC January 2009 - November 2011
Divi Carina Bay Resort & Casino January 2008 - January 2009
MFS Investment Management June 2005 - May 2006
Skills
Financial Modeling, Customer Service, Data Analysis, Business Process, Management, Project Management, Process Improvement, Business Analysis, Microsoft Excel
Education
Nova Southeastern University 2010 — 2011
Masters of Business Administration, Finance, General
Northeastern University 2003 — 2008
BSBA, Marketing
Eagle Investment Systems June 2015 - Present
Spraylux Graphics / David Palmquist 2000 - Present
State Street May 2014 - May 2015
State Street October 2008 - May 2014
MFS Investment Management September 2007 - October 2008
State Street 2006 - 2007
Skills
Accounting, Microsoft Excel, Financial Services, Corporate Actions, Trading, Investments, Mutual Funds, Art, Derivatives, Equities, Leadership
Education
North Park University 1990 — 1994
B.A., Finance
ICAP September 2011 - July 2015
ICAP 2011 - 2011
Northwestern Mutual May 2010 - October 2010
State Street June 2009 - February 2010
MFS Investment Management July 2008 - February 2009
Skills
FX Options, Bloomberg, Fixed Income, Derivatives, Options, Trading, Economics, Financial Markets, Investments
Education
University of Michigan - Stephen M. Ross School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Finance
Northeastern University 2006 — 2011
BS, Economics
The Boston Globe January 2008 - Present
Russell J. Call Children's Center January 2006 - Present
The Huntington News September 2005 - Present
MFS Investment Management January 2007 - July 2007
Skills
Journalism, AP Style, Copy Editing
Education
Northeastern University 2005 — 2009
Commerce Insurance April 2011 - Present
MFS Investment Management November 2010 - April 2011
Building Engines, Inc. August 2009 - November 2010
Salary.com January 2008 - January 2009
Kenexa February 2004 - January 2008
Basis Technology Inc November 2003 - February 2004
Double Bridge Inc August 2002 - November 2002
Basis Technology Inc. September 1999 - September 2001
Anew Technology Corp. March 1998 - July 1999
Aspen Technology Inc., Cambridge, July 1997 - March 1998
Skills
SilkTest, Quality Assurance, Agile Methodologies, Software Quality..., Test Automation, QTP, XML, Quality Center, SDLC, SQL, Scrum, Unix, Perl, Testing, Java, Microsoft SQL Server, Software Development, Oracle, Regression Testing
Education
Northeastern University 1996 — 1998
Master
Tiffany & Company March 2015 - Present
Tiffany & Co. May 2013 - Present
Tiffany & Co. June 2011 - April 2013
SCS Financial January 2010 - June 2010
P&G: Gillette January 2009 - June 2009
MFS Investment Management January 2008 - June 2008
Skills
Bloomberg, Microsoft Excel, Hedge Funds, Microsoft Office, Investments, Financial Analysis, PowerPoint, Microsoft Word, Outlook, PeopleSoft, Finance, Deferred Compensation, Financial Reporting, Talent Acquisition
Education
Northeastern University 2006 — 2011
Bachelor's, Finance, Human Resources, minor International Affairs
Northeastern University 2006 — 2011
Bachelor of Business Administration (B.B.A.), Human Resources Management and Finance
Keller Williams Realty Gulf Coast - Pensacola Pace Gulf Breeze Navarre January 2013 - Present
F&D Abad Ent. Inc. February 2007 - Present
McCalla Raymer, LLC Law Firm March 2010 - November 2014
GYMPAX July 2012 - December 2013
Keller Williams Realty Atlantic Partners April 2012 - December 2013
Imagine Advertising January 2006 - February 2007
MFS Investment Management June 2004 - June 2005
Gillette June 2003 - December 2004
Gillette June 2002 - December 2002
Skills
Event Planning, Marketing, Event Management, Public Relations, Customer Service, Advertising, Microsoft Office, Marketing Strategy, Microsoft Excel, Marketing Research, Marketing Communications, Social Media, Sales, PowerPoint, Brand Development, Recruiting, Management, Real Estate, Negotiation, Microsoft Word, Selling, Residential Homes, Listings, Online Marketing, Corporate Events, Human Resources, Single Family Homes, Sellers, Luxury, Short Sales, First Time Home Buyers, Trade Shows, Retail, Real Estate Transactions, Buyer's Agent, Property Management, Buyers, Apartments, Online Advertising, New Home Sales, Foreclosures, Buyer Representation, Fundraising, Business Strategy, New Business Development, Relocation, Social Media Marketing, Contract Negotiation
Education
Northeastern University 2000 — 2005
Bachelor's, Marketing & Management Information Systems
DC Child and Family Services Agency August 2015 - Present
The Sacred Heart School August 2014 - April 2015
N Street Village September 2013 - April 2014
Children's National Medical Center September 2010 - May 2012
Beth Israel Deaconess Medical Center September 2007 - August 2010
MFS Investment Management January 2006 - June 2006
Boston Neighborhood Network (BNN) January 2006 - June 2006
The Boston Globe January 2005 - June 2005
The Boston Globe January 2004 - June 2004
The Northeastern News September 2002 - June 2004
Skills
School Social Work, Mental Health Counseling, Individual Counselling, Play Therapy, Case Management Services, Healthcare, Writing, Publications, Therapeutic Crisis..., Social Services, Case Management, Adolescents, Management
Education
The Catholic University of America 2012 — 2015
Master of Social Work (MSW), Clinical/Medical Social Work
Northeastern University 2002 — 2007
Bachelors, Journalism/International Affairs
Universidad de Sevilla 2006 — 2006
Semester Abroad, Spanish
Pinkerton Academy 1998 — 2002
Shire Pharmaceuticals March 2015 - Present
MFS Investment Management June 2011 - March 2015
Siemens ITS July 2007 - May 2011
Geek Squad December 2004 - July 2007
Gemstar-TV Guide September 2001 - June 2003
Skills
Active Directory, Windows Server, Networking, Hardware, Disaster Recovery, Servers, Operating Systems, TCP/IP, Security, System Deployment, Administration, GIAC, Vulnerability Scanning, Remediation, IPS, CompTIA A+, Information Security, A+ Certified, Databases, Management, Firewalls, Microsoft Excel
Education
Northeastern University 2000 — 2004
BS, Electrical Engineering Technology
FactSet Research Systems October 2012 - Present
FactSet Research Systems July 2011 - October 2012
FactSet Research Systems June 2010 - July 2011
Goldman Sachs July 2008 - January 2009
MFS Investment Management July 2007 - January 2008
Skills
Equities, Fixed Income, Investment Banking, Investments, Financial Analysis, Trading, Product Management, Product Development, Equity Research, Financial Markets, Project Management, Securities, Relationship Management, Market Data, Economics, SQL, Business Strategy, Requirements Analysis, Managing Offshore Teams, Natural Language..., Agile Project Management, Risk Management
Education
Northeastern University
B.A.
MFS Investment Management September 2013 - Present
MFS Investment Management October 2011 - September 2013
MFS Investment Management January 2011 - June 2011
MFS Investment Management January 2010 - June 2010
Education
Northeastern University 2007 — 2012
BS, Economics, Business
Jordan's Furniture May 2014 - Present
Walpole Public Schools September 2011 - March 2014
Martin J. Odstrchel January 2005 - May 2010
MFS Investment Management July 1998 - April 2002
John Hancock Funds January 1996 - January 1999
Fidelity Investments January 1994 - January 1999
Skills
Customer Service, Sales, Event Planning, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Social Media, Marketing
Education
Northeastern University 1989 — 1994
BS, Marketing, Management
MFS Investment Management November 2013 - Present
State Street Bank and Trust Company February 2011 - January 2013
Manny’s TV & Appliance September 2006 - August 2009
Skills
Securities Regulation, Legal Research, Legal Writing, Corporate Law, Innovativeness, Energetic team player, General Administrative..., Organized Multi-tasker, Work Well Independently, Paralegals, Microsoft Office, Communication Skills, Highly detail oriented, SEC, Investment Company Act, Entity Formations, Investments, ETFs, Mutual Funds, EDGAR filings, Legal Compliance, FINRA
Education
North Shore Community College 2009 — 2011
Certificate, Paralegal
Westfield State University 2004 — 2006
Bachelor of Science, Criminal Justice
Suffolk University
Contract Law
JDJ Family Office Services 2015 - Present
Fortis Management Group September 2013 - March 2015
Brown Brothers Harriman June 2011 - September 2013
RINET Company July 2010 - December 2010
MFS Investment Management June 2009 - January 2010
MFS Investment Management July 2008 - December 2008
Skills
Bloomberg, Customer Service, Account Reconciliation, Financial Services, PowerPoint, Microsoft Excel, Tax, Mutual Funds, Analysis, Securities, Financial Analysis, Financial Statements, Tax Preparation, Income tax prep, Accounting
Education
Northeastern University 2014 — 2016
Master's Degree, Taxation, Graduate
Northeastern University 2006 — 2011
Bachelor of Science Degree, Business Administration; Finance and Accounting
NxStage Medical, Inc. July 2015 - Present
NetBrain Technologies Inc. May 2014 - July 2015
Philips June 2011 - May 2014
The Boston Consulting Group January 2011 - May 2011
Cubist Pharmaceuticals June 2010 - December 2010
John Hancock Life Insurance Company (U.S.A.) June 2009 - January 2010
MFS Investment Management June 2008 - December 2008
Northeastern University May 2007 - September 2007
Sales Recruiters 2004 - 2006
Skills
Management Development, Market Planning, Consumer Behaviour, Onboarding, Human Resources, New Hire Orientations, Talent Management, Organizational..., Employee Relations, Talent Acquisition, Recruiting, Organizational Behavior, Change Management, Leadership, Training, Program Management, Applicant Tracking..., Interviews, Succession Planning, HR Consulting
Education
Northeastern University 2006 — 2011
Bachelor's, Management/Human Resource Management, Marketing
Greenfield Partners, LLC October 2014 - Present
Chilton Investment Company March 2012 - September 2014
JPMorgan Chase July 2011 - February 2012
Willis February 2010 - July 2010
MFS Investment Management July 2008 - January 2009
Education
Northeastern University 2006 — 2011
Bachelor of Science in International Busines, International Business, Finance, and Spanish, 3.411
Universidad Pontificia Comillas 2009 — 2010
Ciencias Empresariales Internacionales, International Business
MFS Investment Management January 2012 - Present
State Street Bank September 2000 - June 2005
JP Morgan Chase January 1994 - September 2000
Skills
Fund Accounting, SEC filings, Financial Analysis, Mutual Funds, Financial Reporting, Sarbanes-Oxley Act
Education
Nichols College 1986 — 1990
BA, Accounting
Santander Bank, N.A. January 2015 - Present
Santander Bank, N.A. March 2014 - Present
Citizens Financial Group February 2011 - March 2014
State Street April 2010 - December 2010
State Street March 2007 - April 2010
MFS Investment Management April 2003 - March 2007
MFS Investment Management June 1998 - April 2003
MFS Investment Management January 1996 - June 1998
MFS Investment Management September 1995 - January 1996
Fidelity Investments May 1995 - September 1995
Skills
Risk Management, Operations Management, Vendor Management, Program Management, Operational Risk..., Analysis, Management, Training, Financial Risk, Business Process, Financial Services, Auditing, Project Management, Policy, Due Diligence
Education
Northeastern University 1988 — 1995
Bachelor of Arts, Business Management
TripAdvisor July 2013 - Present
Rue La La March 2013 - July 2013
Rue La La June 2011 - March 2013
EF Education First November 2009 - June 2011
J.P. Morgan June 2007 - September 2009
MFS Investment Management June 2006 - December 2006
MFS Investment Management June 2005 - December 2005
Skills
Relational Databases, Social Media Marketing, Email Marketing, E-commerce, Marketing, Marketing Communications, Online Advertising, Digital Marketing, Copywriting, Strategy, Marketing Strategy, Sales, Leadership, Management, CRM
Education
Northeastern University 2003 — 2007
Bachelor of Science in Business Administration, Finance and Insurance, Marketing
Longmeadow High School 1998 — 2002
ACE Employment Services Inc. December 2013 - May 2014
MFS Investment Management August 1985 - June 2012
Leonard Silver June 1983 - August 1985
Leonard Silver February 1982 - June 1983
Skills
dst, AWD, ta2000, Microsoft Office, mobius, estimates, Encore, Mutual Funds, Image Processing, Transaction Processing, Customer Service, Multi Tasking, Setting Priorities, Teamwork, Microsoft Suite 2010, Medical Terminology, QuickBooks, Mobius, Accounts Payable, Training, TA2000, DST, Estimates
Education
Operation A.B.L.E. of Greater Boston, Inc. 2013 — 2013
Certificate, Skills2Work
North Shore Community College 2012 — 2012
Phlebotomy Technician/Phlebotomist
Northeast Metropolitan Regional Vocational High School
High School/Secondary Diploma Programs
Chelsea High School
True Capital Management June 2014 - December 2014
MFS Investment Management July 2013 - December 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Social Media, English, SQL, Accounting, C++, Time Management, Windows, Team Leadership
Education
Northeastern University 2011 — 2016
Bachelor of Science (BS), Major in Finance & Minor in Economics
MFS Investment Management July 2014 - Present
North Seattle Community College June 2012 - April 2013
Barnes & Noble College April 2012 - April 2013
Skills
Accounting, Radio Broadcasting, Hosting, Tutoring, Organizational..., PowerPoint, Microsoft Office, Financial Reporting, Critical Thinking, Financial Accounting, Data Entry, Spreadsheets
Education
Northeastern University 2013 — 2015
Bachelor of Business Administration (BBA), Accounting
North Seattle Community College 2011 — 2013
Associate of Business, Accounting
Sekolah Pelita Harapan 2009 — 2011