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
MFS Investment Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at MFS Investment Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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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
EMC July 2015 - Present
EMC December 2013 - July 2015
EMC July 2013 - December 2013
EMC January 2013 - July 2013
EMC July 2012 - January 2013
IFF January 2011 - July 2011
MFS Investment Management January 2010 - June 2010
State Street Global Advisors January 2009 - August 2009
Skills
Data Analysis, Business Analysis, SAP, Program Management, Order to Cash, SAP SD, CRM Integration, Software Integrations, Project Management, Apptio, ITIL v3 Foundations..., Microsoft Excel, PowerPoint, Six Sigma, Microsoft Office
Education
Northeastern University 2007 — 2012
BS in Business Administration, Finance, MIS
Liberty Mutual Insurance January 2015 - Present
Weston Banks Wealth Partners June 2011 - January 2015
SunAmerica April 2010 - March 2011
Imperial Finance & Trading January 2007 - January 2008
Nationwide Financial February 2002 - May 2006
Morgan Stanley 2006 - 2006
MFS Investment Management 1996 - 2001
Skills
Series 6, Series 63, Series 7, Retirement Planning, Fixed Annuities, Mutual Funds, Wealth Management, Investments, Asset Allocation, Retirement, Asset Management, Alternative Investments, 401k, Variable Annuities, Financial Services, Insurance
Education
Northeastern University
Business Management
Bank of America Merrill Lynch June 2015 - Present
Bank of America Merrill Lynch June 2014 - December 2014
State Street July 2013 - December 2013
MFS Investment Management July 2012 - January 2013
Skills
Microsoft Excel, Microsoft Word, Social Networking, Financial Reporting, Alternative Investments, Consolidated Financial..., Private Equity, Mutual Funds, Financial Risk, Capital Markets, SOX 404, Finance
Education
Northeastern University 2010 — 2015
Bachelor of Science, Business Administration
Beverly High School 2006 — 2010
High School Diploma
Liberty Mutual Insurance December 2014 - Present
Liberty Mutual Insurance July 2013 - December 2014
Liberty Mutual Insurance November 2010 - July 2013
Liberty Mutual Insurance July 2009 - November 2010
Wellington Management Company, LLP June 2008 - December 2008
Wellington Management Company, LLP June 2007 - January 2008
MFS Investment Management June 2006 - December 2006
Skills
Accounting, Financial Reporting, Essbase, Securities, Financial Analysis, Microsoft Excel, Financial Modeling, Account Reconciliation, Corporate Finance, Budgets, Business Analysis
Education
Northeastern University 2004 — 2009
Bachelor of Science, Finance, Accounting
Northeastern University October 2015 - Present
D'Amore-McKim School of Business Corporate & Executive Education March 2014 - October 2015
Northeastern University September 2011 - February 2014
BuyWithMe April 2011 - August 2011
Massachusetts Convention Center Authority October 2009 - March 2011
Massachusetts Convention Center Authority May 2009 - October 2009
Massachusetts Convention Center Authority July 2008 - December 2008
Legal Sea Foods February 2005 - June 2008
MFS Investment Management June 2007 - January 2008
Skills
Training & Development, Project Management, Adobe Connect, Moodle, Blackboard, Event Planning, Event Management, Salesforce.com, Microsoft Excel, Community Outreach, Customer Service, Social Media, Facebook, Time Management, PowerPoint, Management, Showbiz, Social Media Marketing, Microsoft Word, Microsoft Publisher, PeopleSoft, Microsoft Works, Cvent, Moodle Administrator, Training, Microsoft Office, Marketing, Sales, Leadership
Education
Northeastern University 2012 — 2015
Master of Business Administration (M.B.A.), Marketing, Human Resource Management
Northeastern University 2004 — 2009
Bachelor's degree, Psychology
Notre Dame Academy 2000 — 2004
High School
Scotiabank January 2015 - June 2015
MFS Investment Management January 2014 - June 2014
Fidelity Investments January 2013 - September 2013
Northeastern University August 2012 - January 2013
American Personnel October 2011 - January 2013
Market Basket Food Stores October 2007 - January 2013
Skills
Mutual Funds, Fixed Income, Microsoft Excel, Microsoft Office, Bloomberg, Exception Based..., Visual Basic, Term Loan, Bank Reconciliation, Team-oriented, Communication Skills, Customer Service, Written & Oral..., Time Management, High Organizational...
Education
Northeastern University 2015 — 2016
Master’s Degree, Finance
Northeastern University 2011 — 2015
Bachelor’s Degree, Finance and Accounting, 3.6/4.0
Groton Dunstable Regional High School 2007 — 2011
High School Diploma
Land and Sea Restaurant July 1997 - Present
MFS Investment Management June 1994 - October 1997
Southmayd Associates, Inc. June 1987 - June 1994
Boston Financial Data Services January 1987 - March 1987
Putnam Investments January 1986 - June 1986
Skills
Retirement Plan..., Hiring Employees, New Hire Training, Employee Scheduling, Payroll, Supply Ordering, Credit Cards, Food Preparation, Cooking, Windows, Mac OS, Microsoft Word, Wordperfect, Microsoft Excel, Keynote, Food Safety
Education
Northeastern University 1983 — 1987
Bachelor of Science (B.S.), Business Administration and Management, General
T. Rowe Price December 2012 - Present
T Rowe Price September 2011 - December 2012
T Rowe Price June 2009 - September 2011
T Rowe Price September 2006 - June 2009
MFS Investment Management October 1995 - September 2006
Boston Financial Data Services October 1985 - October 1995
Boston Financial Data Services January 1985 - January 1995
UPS January 1980 - January 1985
Skills
Mutual Funds, Requirements Gathering, Business Analysis, Business Requirements, Business Process..., Operations Management, Data Analysis, DMAIC, Six Sigma, Coaching, Relationship Management, Team Building, SharePoint, Financial Services, Project Management, FINRA, Vendor Management, Process Improvement, Business Process Mapping, Business Planning, Leadership, Business Process, Management, Analytics, Risk Management, Mergers & Acquisitions, Visio, Analysis, Change Management, CRM
Education
Northeastern University
Mercer July 2015 - Present
MFS Investment Management July 2014 - January 2015
RuffaloCODY January 2014 - April 2014
Nobles Day Camp June 2010 - August 2013
Dukakis Center September 2012 - December 2012
Honey Dew Associates September 2011 - April 2012
Mr. Franks Food Mart September 2010 - April 2011
Skills
Microsoft Office, Social Networking, Interpersonal..., Leadership, Customer Service, PowerPoint, Microsoft Word, Teamwork, Time Management, Facebook, Microsoft Excel, Research, Social Media
Education
Northeastern University 2012 — 2016
Bachelor of Science in International Business (BSIB), Finance and Financial Management Services, 3.5 GPA
Xaverian Brothers High School 2008 — 2012
U.S. Department of Commerce 2014 - Present
Barclays 2014 - 2014
Stanley Black & Decker , Inc. 2012 - 2013
ICube Technology Holdings Limited 2009 - 2012
Morgan Stanley 2008 - 2008
MFS Investment Management 2007 - 2007
Skills
Chinese, English, Investor Relations, Finance, Marketing, Communications, International Business, Analysis, Emerging Markets, Technology
Education
Northeastern University
The Hill School
MovieLaLa★ April 2015 - Present
IDEA: Northeastern University's Venture Accelerator September 2014 - December 2014
DataXu January 2014 - July 2014
MFS Investment Management June 2012 - January 2013
Atlas Talent Agency June 2009 - August 2009
CertaPro Painters July 2007 - August 2007
Skills
Bloomberg, Microsoft Office, Salesforce Administrator, Prezi, Outlook, Excel, PowerPoint, Word, Bloomberg Terminal, Salesforce.com, Leadership, Public Speaking, Lettuce
Education
Northeastern University 2010 — 2015
Bachelor's Degree, Entrepreneurship and Finance Concentrations, Philosophy Minor
Lincoln-Sudbury Regional High School 2006 — 2010
MetLife August 2015 - Present
Clough Capital Partners, L.P. June 2014 - January 2015
Highfields Capital July 2013 - December 2013
MFS Investment Management July 2012 - January 2013
Education
Northeastern University 2010 — 2015
B.S. in Business Administration, Finance & Management Information Systems, 3.6
Watchung Hills Regional High School 2006 — 2010
High School Diploma
PwC January 2015 - Present
PwC June 2014 - August 2014
PwC June 2013 - October 2013
MFS Investment Management January 2012 - June 2012
Bloomberg LP June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, PeopleSoft, SAP, Microsoft Publisher, Access Database, Outstanding..., Financial Reporting, Teamwork
Education
Northeastern University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Dual Major: Accounting and Marketing Minor: International Affairs
Commack High School 2006 — 2010
MFS Investment Management January 2014 - Present
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Teamwork, Research, Customer Service, Public Speaking, Social Media, Time Management, Facebook, Data Analysis, Financial Analysis, Leadership, Event Planning, Access, Economics
Education
Northeastern University 2012 — 2017
Bachelor of Science (BS), Mathematics
The London School of Economics and Political Science (LSE) 2014 — 2014
Bachelor's Degree, IPE & Finance
Northeastern mHealth Research Group January 2014 - June 2014
MFS Investment Management July 2013 - December 2013
Education
Northeastern University 2010 — 2016
Bachelor of Science (B.S.), Information Science
Lycée Pierre Termier 2007 — 2010
Baccalauréat Scientifique, Science de l'Ingénieur
John Hancock Financial Services July 2015 - Present
John Hancock Financial Services June 2013 - Present
John Hancock Financial Services January 2012 - June 2013
NBCUniversal, Inc. April 2011 - August 2011
MFS Investment Management July 2010 - December 2010
Skills
Microsoft Excel, PowerPoint, Marketing, Microsoft Word, Outlook, PeopleSoft, Talent Management, Lotus Notes, Wide Orbit, Donovan, Microsoft Publisher, Workday, SuccessFactors, Event Planning
Education
Northeastern University 2008 — 2012
Bachelor of Science (BS), Human Resources Management and Marketing
Centre d'Etudes Franco-Americain de Management (CEFAM) 2011 — 2011
Study Abroad Program
Wantagh High School 2004 — 2008
High School Diploma
Morgan Stanley January 2014 - June 2014
BDO Capital Advisors, LLC July 2013 - December 2013
MFS Investment Management January 2013 - June 2013
Sentinel Brokers Company April 2012 - June 2012
Education
Northeastern University 2011 — 2015
BSBA, Finance, Magna Cum Laude
Massapequa High School 2007 — 2011
Regents Diploma with Advanced Distinction
Goldman Sachs June 2015 - August 2015
Goldman Sachs December 2013 - June 2014
MFS Investment Management January 2013 - June 2013
Driscoll Law Offices, LLC June 2012 - September 2012
Skills
PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Sales, Finance, Time Management, Financial Accounting, Public Speaking, Corporate Finance
Education
Northeastern University 2011 — 2016
Dual Major - Finance and Accounting; Minor - Economics
The London School of Economics and Political Science (LSE) 2014 — 2014
St. Joseph High School
Aberdeen Asset Management June 2013 - Present
Aberdeen Asset Management June 2011 - June 2013
Comcast Cable July 2010 - December 2010
Aberdeen Asset Management June 2010 - August 2010
MFS Investment Management July 2008 - May 2009
Skills
Portfolio Management, Business Development, Investments, Analytics, Microsoft Excel, Strategy, Financial Analysis, Microsoft Office, Project Management, Social Media, Data Analysis, Customer Service, Business Strategy, Market Research, Marketing, Finance, Investment Management, Product Management, Marketing Strategy, New Business Development, Fixed Income, Financial Reporting, Equity Research, Event Planning, Management, Alternative Investments, Mutual Funds, Sales, Competitive Analysis, Financial Modeling
Education
Northeastern University 2006 — 2011
BS, Marketing & Management
Roman Catholic High School for Boys 2002 — 2006
Mavencross, LLC June 2013 - Present
Weston Presidio May 2001 - June 2013
MFS Investment Management December 1996 - May 2001
Concentra Managed Care October 1993 - July 1996
Skills
Payroll, Financial Modeling, Financial Analysis, Due Diligence, Corporate Finance, Private Equity
Education
Northeastern University 2007 — 2008
Certificate, Accounting
GMO July 2015 - Present
RuffaloCODY July 2013 - Present
MFS Investment Management July 2014 - January 2015
Boston Ladies Project December 2013 - April 2014
US SINOS Pathways Program-Northeastern College of Professional Studies May 2013 - August 2013
Law Office of Michael Napolitano October 2009 - May 2013
Skills
Fundraising, investment databases, Customer Service, CRM Databases, Finance, omgeo ALERT, Omgeo Tradesuite, Client Services, Academic Tutoring, Attention to Detail, Standing Settlement..., Data Entry, Data Analysis, Social Skills, Social Media Marketing, Microsoft Excel, Microsoft Word, Event Planning, Leadership, Sales, Management, Employee Training, Databases, eVestment, Bloomberg
Education
Northeastern University 2012 — 2017
Bachelor's degree, Finance and Insurance/ Management
University College Dublin
Study Abroad Semester, Finance and Financial Management Services
Northeastern University
MFS Investment Management January 2005 - Present
Skills
Investments, Series 7, Mutual Funds, Retirement Planning, Asset Allocation, Series 63, Wealth Management, Sales, Equities
Education
Northeastern University
UBS August 2015 - Present
State Street January 2015 - July 2015
MFS Investment Management January 2014 - July 2014
Alfa Metalcraft Corporation June 2012 - July 2012
Education
Northeastern University 2012 — 2015
Bachelor of Science Degree in Business Administration, Finance, General
Zurich International School 2006 — 2010
Highschool Diploma
Meketa Investment Group July 2015 - Present
Meketa Investment Group October 2013 - Present
Edwin Constantino M.D. LLC January 2013 - September 2013
Arsa Partners April 2012 - August 2012
MFS Investment Management July 2010 - December 2010
SanVision Technology Inc. June 2007 - August 2007
Education
Northeastern University 2008 — 2013
Bachelor of Science in International Business, Finance and Insurance, Spanish
Universidad Pontificia Comillas 2011 — 2012
Bachelor of Science (BS), International Business
The Pingry School 2004 — 2008
High School Diploma
Vertex Inc. June 2015 - Present
John Hancock Investments January 2014 - December 2014
MFS Investment Management January 2013 - June 2013
State Street January 2012 - June 2012
Jumpstart September 2010 - April 2011
Habitat for HumanityBucks September 2009 - November 2009
Skills
Microsoft Excel, Adobe Creative Suite, Microsoft Office, PowerPoint, Outlook, Microsoft Word, Market Research, Social Networking, Customer Service, Research
Education
Northeastern University 2010 — 2014
Bachelor of Science Degree, Business Administration; Finance and Marketing
Central Bucks High School 2007 — 2010
Scholar's Diploma
Citco Banking Corporation N.V. May 2015 - Present
JPMorgan Chase July 2014 - May 2015
The Boston Consulting Group January 2013 - August 2013
Harvard Management Company January 2012 - July 2012
MFS Investment Management January 2011 - July 2011
Skills
Financial Analysis, Corporate Finance, Accounting, Finance
Education
Northeastern University 2009 — 2014
Accounting and Finance
half hollow hills east
EY September 2013 - Present
BNY Mellon June 2010 - January 2011
MFS Investment Management July 2008 - January 2009
Skills
Accounting, Financial Accounting, Auditing, Financial Reporting, Financial Analysis, Microsoft Excel, Account Reconciliation, General Ledger, PowerPoint, Microsoft Word, Microsoft Office, Finance, Research, Outlook
Education
Northeastern University 2006 — 2011
Bachelor's degree, Accounting and Finance
Suffolk University 2012 — 2013
Master of Business Administration (M.B.A.), Accounting
ANFS March 2011 - Present
Wells Fargo Advisors February 2010 - March 2011
The Hartford March 2008 - August 2009
MFS Investment Management June 1999 - February 2008
Skills
Accounting, Financial Statement..., Operations Management, Product Development, Sales Management, Project Management, Management Accounting, Human Resource..., Human resource..., Strategic Planning, Financial Reporting, Financial Modeling, Business Development, Analysis, Portfolio Management, Sales, Personnel Management, Budgets, Financial Services, Management, Leadership, Investments, Finance, Mutual Funds
Education
Northeastern University 1997 — 2002
BS, Finance & insurance
St. John's Shrewsbury MA
John Hancock Investments January 2014 - Present
Natixis Global Associates International March 2010 - June 2012
The Hartford September 2006 - November 2009
ATEL Secutities Corporation 2003 - 2006
MFS Investment Management 1998 - 2003
Skills
Alternative Investments, Asset Allocation, Asset Management, Customer Experience, Fixed Annuities, Investments, Mutual Funds, Retirement Planning, Series 63, Series 7
Education
Northeastern University 1992 — 1997
Santander Bank, N.A. January 2015 - June 2015
MFS Investment Management June 2013 - December 2013
New Horizons August 2011 - November 2011
Hermanitas de los Pobres September 2010 - May 2011
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Public Speaking, Data Analysis, Balance Sheet, Revenue Analysis, Social Media, Research, Corporate Finance, Leadership, Teamwork, Finance, Spanish
Education
Northeastern University 2011 — 2016
Bachelor of Business Administration (B.B.A.), Finance and Entrepreneurship
Yonsei University 2015 — 2015
Bachelor of Business Administration (BBA), Finance, General
Colegio Nuestra Señora del Recuerdo 1999 — 2011
High School, Ciencias Sociales, B
State Street June 2015 - Present
MFS Investment Management March 2015 - June 2015
MFS Investment Management July 2014 - March 2015
Myopia Hunt Club May 2013 - July 2014
Staples August 2010 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Leadership, Teamwork, Customer Service, Research, Event Planning, Management
Education
Northeastern University 2012 — 2017
St. John's Preparatory School 2008 — 2012
H.S. Diploma
Beta Theta Pi June 2013 - Present
Northeastern University September 2012 - May 2013
Northeastern University August 2012 - April 2013
Northeastern University September 2008 - September 2012
MFS Investment Management January 2012 - July 2012
Student Government Association of Northeastern University July 2011 - June 2012
Northeastern University September 2009 - December 2011
Northeastern University January 2011 - June 2011
Skills
Leadership, PowerPoint, Social Media, Microsoft Excel, Microsoft Word, Outlook, Customer Service, Time Management, Student Engagement, Organization, Teamwork, Work Ethic, Curriculum Design, Greek Life, Analysis
Education
Northeastern University 2008 — 2013
Candidate for Bachelor's Degree, Counseling Psychology
Woodbridge High School 2004 — 2008
The Hershey Company July 2015 - Present
Johnson & Johnson January 2014 - June 2014
Johnson & Johnson January 2013 - June 2013
MFS Investment Management January 2012 - June 2012
JCC Camps at Medford April 2006 - April 2011
Rave Motion Pictures June 2008 - December 2009
Skills
PowerPoint, Data Analysis, Microsoft Excel, Microsoft Word, Product Forecasting, Resource Allocation, Programming, VBA, Sales, Marketing Strategy, Cross-functional...
Education
Northeastern University 2010 — 2015
Bachelor of Business Administration (BBA), Finance and Marketing
Eastern Regional High School 2006 — 2010
High School Diploma
Vital Design February 2012 - Present
Vital Design May 2011 - February 2012
Vital Design July 2008 - May 2011
Next Jump June 2007 - June 2008
First Marblehead Education Resources 2005 - 2007
MFS Investment Management 2002 - 2005
Skills
Social Media Marketing, Social Media, SEO, Email Marketing, Facebook, Project Management, Advertising, Google Analytics, Digital Marketing, Marketing Strategy, Marketing Communications, Strategy, Marketing, Online Advertising, WordPress, Account Management, Lead Generation, Online Marketing, Market Research, Management, Direct Marketing, Salesforce.com, Brand Development, Mobile Marketing, Analytics, Web Design
Education
Northeastern University 2000 — 2005
BSBA, Marketing & Finance
Merrimack Highschool
Bank of America Merrill Lynch May 2015 - Present
Team in Training February 2010 - Present
Bank of America Merrill Lynch July 2014 - May 2015
T3 Trading Group, LLC April 2013 - July 2014
Self-Employed July 2011 - April 2013
Spire Trading Group, LLC June 2005 - July 2011
RBC Professional Trader Group 2006 - 2009
MFS Investment Management January 2004 - June 2004
Skills
Equities, Trading, Portfolio Management, Risk Management, Mutual Funds, Series 7, Trading Systems, Securities, Financial Markets, Asset Management, Proprietary Trading, Traders, Finance, Electronic Trading, Hedging, Bloomberg, Private Equity
Education
Northeastern University 2000 — 2005
Business Administration, Finance and Insurance
Guangzhou North & South Golf Service Co., Ltd. June 2008 - August 2014
MFS Investment Management January 2014 - June 2014
The Hartford July 2012 - December 2012
Skills
Social Media, Microsoft Office, PowerPoint, Photoshop, Microsoft Excel, Microsoft Word, Customer Service, Teamwork, Social Media Marketing, Facebook, Advertising, Event Planning, Marketing Communications, Time Management
Education
Northeastern University 2010 — 2015
Bachelor's degree, Management Information Systems, General, Marketing, Finance
MultiPlan April 2013 - Present
Boston Celtics October 2008 - Present
MultiPlan June 2011 - April 2013
MFS Investment Management January 2006 - June 2008
Skills
Provider Relations, Managed Care, Network Development, HIPAA, Healthcare Management, Healthcare Industry, Credentialing, Healthcare Information..., Process Improvement, Medical Billing, Customer Service, Project Management, Highly detail oriented, Athletics, Databases, Microsoft Office, Social Media, Public Relations, Outlook, Microsoft Word
Education
Northeastern University 2004 — 2009
Bachelor of Science (BS), Business Administration and Management, General
Wells Fargo Securities June 2015 - Present
Duff & Phelps July 2014 - June 2015
UBS Investment Bank January 2013 - June 2013
MFS Investment Management January 2012 - June 2012
Diversified January 2011 - June 2011
Skills
Proficient in MS Word,..., Proficient in STATA., Familiar with Bloomberg., Proficient in using..., Fluent in Greek., Familiar with Spanish., Bond Markets, Financial Institutions..., Fixed Income, Alternative Investments, Financial Analysis, Regression..., Credit Risk, Credit Analysis, Valuation and Value..., Bloomberg, Securities, Valuation, Microsoft Excel, Microsoft Office, Financial Modeling
Education
Northeastern University 2009 — 2014
Dual Bachelor of Science, Economics and Finance, Magna Cum Laude
London School of Economics and Political Science 2012 — 2012
Economics and Finance
Parsippany Hills High School 2005 — 2009
Coldwell Banker Residential Brokerage June 2011 - Present
Hammond Residential 1999 - 2008
MFS Investment Management February 1994 - April 1999
Skills
Real Estate, Investment Properties, Relocation, Sellers, First Time Home Buyers, Single Family Homes, Referrals, Buyer Representation, New Home Sales, Listings, Condos, Investors, Luxury, Real Estate Transactions, Residential Homes, Buyers, Sales, Negotiation
Education
Northeastern University 1984 — 1989
BS, Finance
MFS Investment Management January 2009 - Present
MFS March 2006 - December 2008
MFS March 1999 - March 2006
Philo Smith and Company January 1998 - March 1999
Fidelity Investments Institutional Services May 1996 - January 1998
Fidelity Brokerage Services Inc. January 1994 - May 1996
Education
Northeastern University 1996 — 2002
MA, International Relations
University of Massachusetts Lowell 1989 — 1993
BA, Political Science
MFS Investment Management Customer Service RepresentativeNortheastern UniversityJanuary 2007 - May 2010
MFS Investment Management 2010 - 2010
Education
Northeastern University 2006 — 2011
Psychology
HobbsMadison Consultant to Navigate Fund Solutions April 2015 - Present
DST Retirement Solutions February 2014 - April 2015
Fidelity Investments September 2013 - January 2014
citi 2010 - 2013
Bank Of America March 2008 - November 2008
SSgA Interactive August 2007 - January 2008
State Street Bank and Trust October 2006 - April 2007
New England College of Finance April 2002 - September 2006
MFS Investment Management November 1986 - June 2006
Kidder Peabody April 1980 - April 1985
Skills
Risk Management, Business Analysis, Mutual Funds, Requirements Analysis, Wealth Management, Trading, Alternative Investments, Systems Analysis, Risk, Fixed Income, Hedge Funds, Vendor Management, Process Improvement, Customer Relations, PMP, Analysis, Management, Back Office, Derivatives, Requirements Gathering, Strategy, Strategic Financial..., Project Management, Databases, Customer Service, Visio, Business Requirements, Trading Systems, Financial Risk, Finance, Agile Methodologies, Investments, User Acceptance Testing, Investment Management, Portfolio Management, Asset Managment, Software Documentation, Financial Services, Team Building, Leadership, Operations Management, Training, Securities, Quality Assurance, SDLC, Banking, Equities, Asset Management, Financial Analysis, Relationship Management
Education
Northeastern University
BS/BA, History
Kinetic Concepts January 2015 - Present
CPXi October 2014 - December 2014
GE Healthcare July 2013 - December 2013
GE Aviation July 2012 - December 2012
MFS Investment Management July 2011 - December 2011
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Microsoft Excel, Finance, Microsoft Word, PowerPoint, Microsoft Office, Management
Education
Northeastern University 2009 — 2014
B.S. in Business Administration, Finance & Entrepreneurship, Magna Cum Laude
PwC July 2014 - Present
MFS Investment Management January 2014 - June 2014
PwC January 2013 - May 2013
MFS Investment Management 2012 - 2012
College Works Painting June 2011 - July 2011
Northeastern University September 2009 - April 2010
JCPenney June 2009 - August 2009
ESD Systems (Desco Industries Inc) November 2007 - August 2008
New Horizons at Marlboro LLC January 2005 - June 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, PeopleSoft, Accounts Payable, RPM, GoSystems, Tax
Education
Northeastern University 2009 — 2013
Bachelor's Degree, Accounting & Finance
Marlborough High School 2005 — 2009
Piper Jaffray July 2015 - Present
SCS Financial January 2014 - June 2014
MFS Investment Management January 2013 - June 2013
Congressman Bill Pascrell Jr. July 2009 - August 2009
Skills
Customer Service, Time Management, Social Media, Outlook, Sales, Bloomberg, Microsoft Excel, Portfolio Management, Financial Analysis, Investments, Microsoft Word, Microsoft Office, Teamwork, Management, PowerPoint
Education
Northeastern University 2011 — 2016
Bachelor's Degree, Finance and Mathematics
The London School of Economics and Political Science (LSE) 2014 — 2014
Livingston High School 2008 — 2011
High School
BEAM Interactive July 2015 - Present
Institute of Contemporary Art Boston December 2014 - April 2015
Adobe January 2014 - June 2014
Arnold Worldwide September 2013 - November 2013
MFS Investment Management January 2013 - June 2013
Education
Northeastern University 2011 — 2016
Bachelor of Science, Business Administration (Marketing) & Art History
Pandora April 2015 - Present
Pandora May 2013 - Present
AdColony January 2013 - May 2013
Yahoo! November 2009 - January 2013
AOL July 2008 - November 2009
Carat January 2007 - June 2007
MFS Investment Management January 2006 - June 2006
Skills
Display Advertising, Rich Media, Mobile Advertising, Ad Networks, Salesforce.com, Media Planning, Account Management, comScore, Interactive Marketing, Social Media Marketing, Digital Media, Digital Strategy, Sales, Mobile Devices, Advertising, Email Marketing, Online Marketing, PPC
Education
Northeastern University
Bachelor of Science, Business Administration/Marketing
SunTrust Robinson Humphrey June 2015 - Present
Valens Securities June 2014 - December 2014
Eze Software Group July 2013 - January 2014
MFS Investment Management January 2012 - June 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Management, Market Research, Facebook, Investments, Public Speaking, Microsoft SQL Server, Microsoft CRM
Education
Northeastern University 2010 — 2015
Bachelor of Science Degree in Business Administration, Finance, Minor in Economics
The London School of Economics and Political Science (LSE) 2012 — 2012
Northeastern University September 2015 - Present
MFS Investment Management July 2015 - Present
Northeastern University September 2014 - May 2015
CNI Financial Advisory June 2014 - August 2014
Rustic Pathways June 2013 - July 2013
Skills
Microsoft Excel, Microsoft Word, Team Leadership, Brazilian Portuguese, Spanish, Social Skills, Public Speaking, People Skills, Research, Assistant Teaching, Competitive Analysis, Microsoft Office, Customer Service, Finance, Management, Leadership, PowerPoint, Teamwork, English, Social Media
Education
Northeastern University 2013 — 2017
Candidate for Bachelor of Science Degree in International Business, Finance, General, 3rd Year
Escuela Campo Alegre (ECA) 2009 — 2013
International Baccalaureate Diploma (English/Spanish), Higher Level Business, Economics and English (Lang and Lit)
MFS Investment Management May 2014 - Present
MFS Investment Management July 2013 - May 2014
Northeastern University January 2011 - May 2013
Eze Castle Software July 2012 - January 2013
the workplace HELPLINE July 2011 - December 2011
J.Crew May 2010 - October 2011
Skills
Organizational..., Social Media, Facebook, Customer Service, Strategic Communications
Education
NORTHEASTERN UNIVERITY 2009 — 2014
of Arts; Bachelor of Arts Degree, Media; Organizational Communication Studies
Northeastern University 2009 — 2014
MFS Investment Management July 2015 - Present
Skills
Microsoft Office, Management, Public Speaking, Research, Project Management, Leadership, Intellectually Curious, Technology
Education
Northeastern University 2013 — 2018
Bachelor of Science (B.S.), International Business
Emirates International School 2007 — 2013
International Baccalaureate Diploma
Credit Suisse January 2014 - Present
State Street Global Markets January 2013 - July 2013
Northeastern University October 2012 - January 2013
MFS Investment Management January 2012 - June 2012
Skills
HOLT Lens, Investment Strategies, Backtesting, Bloomberg, Statistics, Microsoft Excel, Equity Research, Datastream, Macroeconomics, Asset Allocation, Financial Modeling, Factset, ClariFI, Quantitative Research
Education
Northeastern University
Bachelor of Science (BSc), Finance, minor in Economics, GPA: 3.97
UBS Global Asset Management January 2015 - June 2015
Piper Jaffray January 2014 - June 2014
MFS Investment Management January 2013 - June 2013
Pennstar Bank May 2012 - August 2012
Kelly Smertz Tires June 2008 - August 2011
Skills
Microsoft Office, Microsoft Excel, Customer Service, Financial Analysis, Communication Skills, Teamwork, Social Media, Problem Solving, Public Speaking, Investments, Sales, Accounting, Banking, Financial Reporting, Analysis, Budgets, Social Networking, Auditing, Accounts Receivable
Education
Northeastern University 2011 — 2016
Finance, Minors in Economics and Political Science
MFS Investment Management May 2015 - Present
MFS Investment Management January 2013 - May 2015
MFS Investment Management October 2009 - December 2012
Northeastern University September 2004 - May 2009
John Hancock Life Insurance Company (U.S.A.) July 2007 - December 2007
New Britain Rock Cats May 2006 - December 2006
Skills
Mutual Funds, Financial Services, PowerPoint, Microsoft Excel, Social Media, Microsoft Word, Sales, Microsoft Office, Management, Public Speaking, Data Analysis, Outlook, Project Management, Marketing, Bloomberg, Customer Service, Research, Financial Analysis
Education
Northeastern University 2004 — 2009
BSBA, Finance and Management
MFS Investment Management September 2012 - Present
Brown Brothers Harriman April 2010 - September 2012
State Street 2008 - 2010
Investors Bank and Trust 2006 - 2007
MFS Investment Management 2000 - 2006
Education
University of Massachusetts, Amherst 1990 — 1994
BA, Political Science/Communications
Northeastern University
Graduate studies
MFS Investment Management 2015 - 2015
Vitalize.me June 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Public Speaking
Education
Northeastern University 2013 — 2018
Bachelor of Science Degree in Economics and Business Administration, Finance
Human Resources 2005 - Present
MFS Investment Management 1998 - 2005
Keystone Partners 1994 - 1998
Digital Equipment Corporation 1981 - 1994
Education
Northeastern University 1972 — 1973
Master of Education (M.Ed.)
S.U.N.Y. at Buffalo 1967 — 1972
Bachelor of Arts (B.A.)
MFS Investment Management January 2015 - June 2015
Commonwealth of Massachusetts June 2010 - August 2012
Education
Northeastern University 2013 — 2018
Bachelor of Science (B.S.), Finance and Entrepreneurship; Minor in Economics
The London School of Economics and Political Science (LSE) 2015 — 2015
Finance
Brooks School 2009 — 2013
High School
Accenture October 2012 - Present
Octagon Research Solutions May 2012 - October 2012
MFS Investment Management July 2011 - December 2011
Simon Property Group - South Shore Plaza July 2010 - December 2010
Shoebuy.com July 2009 - December 2009
Skills
Microsoft Office, Microsoft Excel, Customer Service, Marketing, Taleo, iCIMS, PowerPoint, Teamwork, Microsoft Word, Outlook, Interpersonal..., Organization &..., Oral & Written..., Analytical Skills, Social Media, SharePoint, Talent Acquisition, Interpersonal..., Leadership, Management, Recruiting, Temporary Placement, Onboarding, Communication, Interviews
Education
Northeastern University 2007 — 2012
Bachelor of Science Degree
C&S Wholesale Grocers 2011 - 2012
FedEx June 2010 - July 2011
Remax Independence March 2007 - December 2009
MFS Investment Management June 2005 - December 2006
Manulife Financial January 2004 - June 2004
Mad River Management, LP January 2003 - June 2003
Skills
Microsoft Office, Financial Reporting, Financial Analysis, Market Research, Customer Service, Customer Satisfaction, Warehousing
Education
Northeastern University 2000 — 2005
Bachelor of Science (BS), Finance & Marketing
PwC September 2014 - Present
Northeastern University May 2013 - August 2014
Neon Liberty Capital MGT LLC July 2013 - December 2013
Northeastern University January 2011 - May 2013
MFS Investment Management July 2012 - January 2013
Skills
Microsoft Excel, Intex, Trepp, CoStar, Morningstar, Outlook, Microsoft Word, PowerPoint, Microsoft Office, Customer Service, Mac OS X, Windows, OS X, Moxy, Axys, QuickBase, SalesLogix
Education
Northeastern University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Cum Laude
Cambridge Biomedical Inc. June 2015 - Present
MFS Investment Management July 2013 - December 2013
Skills
Microsoft Word, Microsoft Office, Accounting, PowerPoint, Microsoft Excel, Social Networking, Teamwork
Education
Northeastern University 2012 — 2016
Bachelor of Business Administration, Finance
Providence Country Day School 2007 — 2011
High School
Luxury Attaché October 2013 - Present
Equinox February 2011 - October 2013
CBS Radio June 2010 - November 2010
TJX July 2009 - December 2009
MFS Investment Management July 2008 - December 2008
Skills
Social Media Marketing, Email Marketing, Facebook, Marketing, Social Media, Marketing Communications, Event Planning, Event Management, Social Networking, Advertising, Digital Marketing, Entertainment
Education
Northeastern University 2006 — 2011
BSBA, Marketing
University at Albany, SUNY 2005 — 2006
Course Taken, Latin
Studio Art Centers International (SACI), Florence
Studio Art & Art History
EY July 2014 - Present
Northeastern University January 2012 - May 2014
EY June 2013 - August 2013
Boston Capital Finance LLC December 2012 - June 2013
HarkHealth May 2012 - August 2012
Princeton Biopharma Capital Partners, LLC July 2011 - July 2012
MFS Investment Management January 2011 - July 2011
Celadon Financial Group LLC June 2008 - September 2010
Skills
Microsoft Excel, Market Research
Education
Northeastern University 2009 — 2014
Bachelor of Business Administration (BBA), Accounting and Finance, Middler
Brightpoint Health May 2014 - Present
CohnReznick LLP October 2009 - May 2014
MFS Investment Management June 2006 - December 2006
MJB Asset Management LLC June 2005 - August 2005
Skills
Accounting, Auditing, Sarbanes-Oxley, GAAP, GAAS, Financial Reporting, Financial Statements, SEC filings, Not for Profit, Internal Controls, OMB Circular A-133, Government Accounting, Single Audit
Education
Northeastern University 2005 — 2009
Bachelor's degree, Accounting and Finance, Cum Laude
Gay & Lesbian Advocates & Defenders January 2014 - Present
Boston Children's Museum October 2013 - January 2014
Boston Children's Museum September 2011 - September 2013
Women's Lunch Place July 2009 - January 2010
Farm Aid July 2008 - December 2008
MFS Investment Management July 2007 - December 2007
Skills
Volunteer Management, Fundraising, Microsoft Office, Nonprofits, Research, Event Planning, Social Media, Raiser's Edge, Community Outreach
Education
Northeastern University 2005 — 2010
Bachelor's degree, Journalism
New Home Network November 2010 - Present
William Raveis February 2009 - November 2010
MFS Investment Management April 2001 - November 2008
Skills
First Time Home Buyers, Investment Properties, Real Estate, Relocation, Sellers, Single Family Homes, Buyer Representation, New Home Sales, Residential Homes, Listings, Buyers
Education
Northeastern University 2001 — 2005
BA, Business Management
Sports of Boston July 2009 - Present
The Hartford June 2008 - January 2009
MFS Investment Management July 2007 - December 2007
Education
Northeastern University 2005 — 2009
BS, Mathematics
PwC September 2013 - Present
PwC January 2012 - May 2012
PwC January 2011 - May 2011
MFS Investment Management January 2010 - August 2010
Skills
Audit, CPA, Microsoft Excel
Education
Northeastern University 2012 — 2013
Master's degree, Accounting
Northeastern University 2008 — 2013
Bachelor of Science (BS), Accounting & Finance
MFS Investment Management July 2015 - Present
Joss & Main July 2014 - December 2014
Skills
Microsoft Office, Microsoft Excel, Teamwork, Microsoft Word, Time Management, Outlook, PowerPoint
Education
Northeastern University 2013 — 2016
Bachelor of Business Administration (B.B.A.), Marketing
Quincy College 2011 — 2013
Bachelor of Business Administration (B.B.A.), Business
Permal Capital Management December 2012 - Present
State Street June 2011 - November 2012
Harvard Business School Publishing - Corporate Learning January 2010 - September 2010
BNY Standish Mellon Asset Management January 2009 - June 2009
MFS Investment Management January 2008 - June 2008
Bankers Healthcare Group April 2007 - September 2007
Skills
MCH, GLS, InvestAI, Oracle Applications, Microsoft Office, Microsoft Excel, Peachtree, Bloomberg, Investran, Analysis, Investments, Mutual Funds, PowerPoint, Finance, Microsoft Word, Financial Analysis, Portfolio Management, Accounting, Data Analysis, Asset Management, Financial Modeling
Education
Northeastern University 2006 — 2011
Bachelor of Science (BS), Business Administration - Finance and Accounting
Cazenovia High School 2002 — 2006
Northeastern University August 2013 - Present
Amazon Web Services January 2015 - June 2015
ActBlue August 2014 - December 2014
MFS Investment Management January 2014 - June 2014
Maryland Leadership Workshops April 2012 - August 2013
GlobalPittsburgh May 2013 - July 2013
Northeastern University September 2012 - April 2013
Skills
Nonprofits, Microsoft Office, Event Planning, Community Outreach, Leadership, Marketing, Teamwork, Social Networking, Research
Education
Northeastern University 2012 — 2016
Bachelor of Arts (B.A.), International Affairs and Economics, 3.81
Franklin Regional High School 2008 — 2012
High School
Epic August 2012 - Present
GE Lighting July 2011 - December 2011
MFS Investment Management January 2010 - June 2010
Skills
Excel, Microsoft Office, Pagemaker, Microsoft Excel, Access, Advertising, Lotus Notes, Marketing, Photoshop, PowerPoint, Sales
Education
Northeastern University 2008 — 2012
Bachelor of Science Degree in Business Administration, Marketing
University College Dublin 2010 — 2010
Business
Michael Kors October 2014 - Present
Gilt Groupe February 2014 - October 2014
Gilt Groupe May 2013 - February 2014
Robert Walters May 2011 - May 2013
John Hancock Life Insurance Company (U.S.A.) June 2009 - December 2009
MFS Investment Management June 2008 - December 2008
Skills
Retail, Luxury Goods, Recruitment/Retention, Permanent Placement, Recruiting, Talent Acquisition, Talent Management, Sourcing, Human Resources, PeopleSoft, Applicant Tracking..., Taleo, Interviews, Hiring, New Hire Orientations, Training, Fashion, Management, Temporary Placement, Merchandising
Education
Northeastern University 2007 — 2011
Bachelor of Science, Psychology, Business
Salve Regina University 2006 — 2007
Psychology
Pleasantville High School 2002 — 2006
Boston Options Exchange September 2008 - Present
Pioneer Investments May 2008 - September 2008
Chartis - Lexington Insurance July 2007 - December 2007
Pioneer Investments July 2007 - December 2007
MFS Investment Management June 2005 - January 2006
Education
Northeastern University 2003 — 2008
Bachelor of Science, Finance and Marketing Dual Major with Psychology Minor
Antheus Capital November 2014 - Present
Byron Hill Home Builders June 2013 - November 2014
Byron Hill Corporation August 2012 - August 2013
Northeastern University January 2012 - May 2012
Servocraft Limited July 2011 - January 2012
Northeastern University - Small Business Management, Operations and Growth January 2011 - May 2011
MFS Investment Management January 2010 - June 2010
Clarke Inc June 2008 - August 2008
Skills
Project Management, Microsoft Excel, Research, PowerPoint, Microsoft Office, Fluent English, Fluent French, Access, Conversational Armenian, Knowledgeable in..., Financial Modeling, Valuation, Financial Analysis, Investment Properties
Education
Northeastern University 2007 — 2012
BSBA Business Administration, Finance, Entrepreneurship & New Venture Management
Toronto French School 2002 — 2007
International Baccalaureate
John Hancock Financial Services April 2014 - Present
Brown Brothers Harriman October 2010 - May 2013
MFS Investment Management January 2009 - June 2009
Gannett Welsh & Kotler June 2007 - March 2008
Skills
Microsoft Excel, Financial Analysis, Financial Services, Fixed Income, Mutual Funds, Bloomberg, Equities
Education
Northeastern University 2005 — 2010
Bachelors, Finance
Sports of Boston, LLC July 2009 - Present
The Hartford June 2008 - January 2009
MFS Investment Management July 2008 - December 2008
Education
Northeastern University 2005 — 2010
BS, Mathematics
Beachbody April 2014 - Present
MFS Investment Management March 2014 - Present
MFS Investment Management May 2008 - February 2014
Northeastern University June 2005 - May 2008
Skills
Recruiting, PeopleSoft, Employee Relations, Human Resources, Event Planning, HR Policies, Benefits Administration
Education
Northeastern University 2006 — 2008
Master of Science (M.S.), Leadership / Human Resources
University of Massachusetts, Amherst 1998 — 2001
Bachelor's degree, Hospitality Management
J.P. Morgan September 2014 - Present
Ramirez & Co. November 2011 - August 2014
UBS Investment Bank November 2009 - September 2011
CIT Group April 2009 - November 2009
UBS Investment Bank January 2008 - August 2008
American Capital January 2007 - June 2007
MFS Investment Management January 2006 - July 2006
Skills
Public Finance, ABS, Structured Finance, Fixed Income, Securitization, Student Loans, Bond Markets, Structured Products, Fixed Income Analysis, Loans
Education
Northeastern University 2004 — 2009
BS, Finance & Accounting
Credit Suisse July 2007 - Present
European Parliament September 2006 - November 2006
MFS Investment Management July 2005 - August 2006
Education
Northeastern University 2004 — 2008
Brigham and Women's Hospital October 2011 - Present
MFS Investment Management January 2008 - June 2008
Sun Life Financial 2007 - 2007
Skills
Microsoft Word, Research, PowerPoint, Data Entry, Data Analysis, Microsoft Excel, Nonprofits, Higher Education, Microsoft Office, Healthcare, Access, Outlook
Education
Northeastern University 2006 — 2010
Bachelor of Science (BS), Accounting and Finance
Metric Advisors April 2015 - Present
AMG Funds September 2010 - October 2014
Palmetto Advisory Group April 2010 - September 2010
Natixis August 2003 - December 2009
MFS Investment Management August 2000 - August 2003
Putnam Investments May 1996 - August 2000
Skills
Mutual Funds, Series 7, Series 63, Separately Managed..., Asset Allocation, Alternative Investments, ETFs, Investment Strategies, Investments, Asset Managment
Education
Northeastern University 1994 — 1999
Finance & Economics
Essex Jct High School 1990 — 1994
Diploma, Gen Education
OppenheimerFunds April 2015 - Present
Cohen & Steers 2010 - April 2015
Legg Mason 2007 - 2010
MFS Investment Management 2005 - 2007
Wellington Management 2004 - 2005
Glen Rauch Securities 2002 - 2003
Education
Northeastern University 2003 — 2008
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.9
The Johns Hopkins University 1994 — 1999
Bachelor of Arts (BA), 3.5
Liberty Mutual Insurance May 2015 - Present
Liberty Mutual Insurance February 2014 - May 2015
Liberty Mutual Insurance July 2011 - February 2014
Liberty Mutual Insurance January 2010 - July 2011
Liberty Mutual January 2008 - January 2010
Bank of New York Mellon January 2007 - December 2007
MFS Investment Management January 2006 - September 2006
Skills
Human Resources, College Recruiting, Process Improvement, Personnel Management, HRIS, Onboarding, Program Management, Employee Benefits, Project Management
Education
Northeastern University 2004 — 2008
BS, Business Administration
Wellington Management March 2007 - Present
MFS Investment Management April 2000 - March 2007
Data2Logistics January 1998 - April 2000
Education
Northeastern University
MFS Investment Management December 2013 - Present
BNY Mellon October 2006 - December 2013
Moaec Inc. November 2011 - October 2012
Sunlife May 2000 - October 2006
MassHousing 1996 - 2000
Arbor National Commercial Mortgage Company 1993 - 1995
Commonwealth Mortgage Company 1990 - 1992
Skills
Microsoft SQL Server, Software Project..., C#, Visual Basic, VB.NET, Integration, SQL, Databases, Oracle, C++, ASP.NET, Access, Java, JavaScript, PL/SQL, Crystal Reports, CSS, .NET, Struts, SQL Server, J2EE, Oracle SQL, JSON, RESTful WebServices, Visio, Requirements Analysis, Requirements Gathering, Java Enterprise Edition, SOA, Oracle SQL Developer, SDLC
Education
Boston University 2007 — 2011
MS - CIS, Information Security
Project Management Institute 2010 — 2010
PMP
Northeastern University 1985 — 1990
BA
Kantar Retail January 2014 - Present
Kantar Retail June 2012 - January 2014
Kantar Retail June 2011 - June 2012
Common Sense NMS January 2010 - June 2011
Warner Bros. España March 2009 - August 2009
MFS Investment Management January 2008 - June 2008
Skills
Spanish, Social Media, Google Analytics, Business Analysis, Retail, Multi-channel Retail, Market Analysis, Retail Analysis, Google Adwords, Microsoft Office, Blogging, Digital Marketing, Social Media Marketing, Store Design, Store Layout, Private Label, Social Networking, Marketing Management, Management, Analysis
Education
Northeastern University 2005 — 2010
Bachelor of Science Degree, International Business; Marketing and Spanish
Universidad Pontificia Comillas 2008 — 2009
E4, Empresariales Internacionales, especialización en Marketing
Arlington High School 2001 — 2005
Regents Degree
Raytheon October 2008 - Present
MFS Investment Management July 2002 - September 2008
Deloitte 1997 - 2002
Skills
Process Improvement, Six Sigma, Program Management, Risk Management, Compliance, Business Analysis, Change Management, Team Leadership, Metrics, Strategic Planning, Analysis, Process Engineering, Team Building, Vendor Management, Problem Solving, Mentoring, Integration, Business Process, Cross-functional Team..., Financial Management, Management Consulting, Risk Assessment, Data Analysis, Business Management, SOX, Risk, Business Strategy, Policy, Financial Analysis, Financial Reporting, Testing, Earned Value Management, Sarbanes-Oxley, Internal Controls, Project Management, Business Process..., SDLC, Systems Engineering, Strategy, Performance Improvement, Finance, Leadership, Proposal Writing, Security Clearance
Education
Northeastern University 1993 — 1998
JMP Securities November 2008 - Present
CypressTree Investments February 2006 - November 2008
MFS Investment Management January 2005 - August 2005
Skills
Investments, Trading, Emerging Markets, Credit, Bloomberg, Equities, Series 7, Fixed Income, Capital Markets, Hedge Funds, Financial Modeling, Valuation, Series 63, Equity Research, Investment Banking, Securities
Education
Northeastern University 2001 — 2006
Bachelors, Finance
State Street June 2006 - Present
MFS Investment Management June 2005 - June 2006
Skills
Leadership, Budgets, Mutual Funds, Internal Controls, Pricing
Education
Northeastern University 1995 — 1998
MFS February 2008 - Present
MFS Investment Management 2005 - Present
Education
Northeastern University
RAPP June 2013 - September 2013
RAPP October 2011 - June 2013
RAPP July 2010 - October 2011
RAPP January 2009 - June 2009
MFS Investment Management January 2008 - July 2008
Skills
Integrated Marketing, Digital Strategy, Direct Marketing, Advertising, Relationship Marketing, Digital Marketing, Online Marketing, Mobile Marketing
Education
Northeastern University 2005 — 2009
Business, Marketing, Communications
MFS Investment Management November 2006 - Present
Skills
Business Analysis, SQL, Visio, Sybase, Actuate Report, Access, Toad, Fixed Income, SharePoint, ETL, Vendor Management, Requirements Gathering, Analysis, Business Requirements, Data Analysis, Financial Services, Management, Microsoft Excel, Microsoft Office, SDLC, Systems Analysis
Education
Northeastern University 2001 — 2006
Business, Finance, MIS
Bloomberg LP April 2015 - Present
Bloomberg LP May 2012 - March 2015
Bloomberg LP November 2008 - May 2012
Credit Suisse July 2007 - December 2007
European Parliament September 2006 - November 2006
MFS Investment Management June 2005 - August 2006
Skills
Recruiting, Management, Human Resources, Leadership, College Recruiting, PeopleSoft, Employee Relations, Project Management, Strategy, Onboarding, Applicant Tracking..., Talent Acquisition, Talent Management, Sourcing, Performance Management, Resume Writing, Bloomberg, Microsoft Excel, Interviews, Bloomberg Terminal, Career Development, SDLC, Employee Engagement, Employee Surveys, Corporate Events
Education
Northeastern University
Bachelor, Business, Concentration in Marketing
U.S. Bank November 2012 - July 2015
HLM Venture Partners April 2012 - November 2012
Brown Brothers Harriman March 2011 - April 2012
Hologic October 2009 - February 2011
JL Capital July 2008 - September 2008
U.S. Department of Commerce January 2008 - June 2008
MFS Investment Management January 2007 - June 2007
Skills
PowerPoint, CRM, Management, Financial Reporting, Accounting
Education
Northeastern University 2004 — 2009
Bachelor of Science in Business Administration (BSBA), Finance
WisdomTree Asset Management November 2013 - Present
MFS Investment Management July 2011 - November 2013
State Street April 2010 - July 2011
MFS Investment Management 2009 - April 2010
Mellon Financial 2007 - 2007
Skills
Bloomberg Terminal, Bloomberg, Financial Analysis, Fund Accounting, Mutual Funds, Alternative Investments, Hedge Funds, Investments, Equities, Financial Reporting
Education
Northeastern University 2004 — 2009
Finance and Management
Pi Kappa Alpha
Starwood Hotels & Resorts Worldwide, Inc. May 2015 - Present
Starwood Hotels & Resorts Worldwide, Inc. August 2013 - May 2015
Starwood Hotels & Resorts Worldwide, Inc. June 2013 - August 2013
Starwood Hotels & Resorts Worldwide, Inc. June 2012 - May 2013
Starwood Hotels & Resorts Worldwide, Inc. March 2010 - June 2012
Most Valuable Network July 2008 - July 2010
Starwood Hotels & Resorts Worldwide, Inc. April 2009 - March 2010
Massachusetts Convention Center Authority July 2007 - December 2007
MFS Investment Management July 2006 - December 2006
Skills
Hospitality, Public Relations, Marketing Communications, Hotels, Rooms Division, Front Office, Editing, Blogging, Microsoft Office, Hotel Management, Time Management, Accounting, Accounts Payable, Accounts Receivable, Cashiering, General Ledger, SAP, Invoicing, Contract Management, Sarbanes-Oxley Act, Journalism, Sports Writing, Advertising, Print Production Process, Social Media, Photoshop, QuarkXPress, Mac OS, Web Development, Timesaver
Education
Northeastern University 2004 — 2009
Bachelor's, Journalism, Business Administration
Liberty Mutual May 2009 - Present
Pearl Meyer & Partners 2007 - 2009
MFS Investment Management July 2006 - January 2007
John Hancock July 2005 - January 2006
Education
Northeastern University 2002 — 2007
BSBA, Finance
AllianceBernstein January 2015 - Present
AllianceBernstein July 2010 - January 2015
State Street September 2007 - July 2010
MFS Investment Management July 2006 - January 2007
Education
Northeastern University 2002 — 2007
Bachelor of Science Degree in Business Administration, Finance
BlackRock January 2012 - Present
BlackRock July 2009 - January 2012
Credit Suisse July 2008 - December 2008
MFS Investment Management January 2007 - July 2007
Skills
Bloomberg Terminal, SQL, Excel, Bloomberg, Fixed Income, Equities, Securities, Asset Managment, Mutual Funds, Investment Management, Asset Allocation, Hedge Funds, Financial Analysis
Education
Northeastern University 2006 — 2009
BSBA, Finance, Marketing
Nestlé Waters North America June 2014 - Present
Philips March 2013 - May 2014
Daymon Worldwide May 2012 - March 2013
Daymon Worldwide June 2007 - May 2012
Daymon Worldwide January 2005 - June 2007
News Corporation December 2002 - July 2004
H2A Strategic Partnerships - Sports Marketing March 2002 - November 2002
MFS Investment Management September 1999 - February 2002
Skills
Consumer Products, Customer Insight, Grocery, FMCG, Nielsen, Shopper Marketing, Brand Management, Competitive Analysis, Cross-functional Team..., Merchandising, Forecasting, Retail, Key Account Development
Education
Northeastern University 1994 — 1999
Bach, Communications/Marketing
Bridgton Academy 1993 — 1994
Diploma, General
Grandstream Networks January 2015 - Present
Grandstream Networks December 2013 - January 2015
TJX January 2013 - December 2013
TJX January 2012 - December 2012
Northeastern University Marketing Department September 2008 - December 2012
MFS Investment Management January 2011 - June 2011
EF Education January 2010 - June 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Photoshop, Access, Cognos, Marketing Communications, Market Research, Analysis, Marketing, Sales, Research, Social Media, Event Planning, Customer Service, Editing
Education
Northeastern University 2008 — 2013
BS in Business Administration, Marketing, 3.5
Farmington High School 2004 — 2008
Fetco 2013 - Present
Self Employed 2007 - 2012
MFS Investment Management 1987 - 2006
MultiBank Financial 1986 - 1986
The Boston Company 1982 - 1985
Boston Financial Data Services 1979 - 1981
Skills
Business Analysis, Windows, Microsoft Excel, Analysis
Education
Northeastern University
Master of Business Administration (M.B.A.)
The University of Connecticut
Bachelor of Arts (B.A.)
USAA November 2005 - Present
MFS Investment Management February 1996 - April 2004
John Hancock Life Insurance Company (U.S.A.) October 1995 - February 1997
Skills
Banking, Call Centers, Credit, Financial Services, Insurance, Investments, Mutual Funds, Finance, Loans, Series 63, Series 7
Education
Northeastern University
MFS Investment Management July 2009 - Present
Education
Northeastern University 2007 — 2012
John Hancock Financial Services April 2014 - Present
John Hancock Financial Services January 2013 - April 2014
GMO January 2012 - August 2012
MFS Investment Management December 2010 - August 2011
John Hancock Financial Services January 2010 - September 2010
Skills
Microsoft Office, iWork, Dreamweaver, AWD, Series 63, Life Insurance, Series 6, Series 7
Education
Northeastern University 2008 — 2012
Bachelor of Science in Business Administration (BSBA), D'Amore-McKim School of Business, Dual Concentration in Management and Finance, Magna Cum Laude
Swinburne University of Technology 2008 — 2008
Study Abroad
Fidessa LatentZero July 2015 - Present
Fidessa LatentZero September 2013 - July 2015
MFS Investment Management January 2010 - June 2010
Skills
Microsoft Office, Valve Hammer Editor, Business Analysis, Windows 7, Mac OS X, Open Office, Microsoft Excel, Linux, Data Analysis, SQL, Minerva, Sentinel, Tesseract, Latent Zero
Education
Northeastern University 2007 — 2012
Bachelor of Science (B.S.), Sociology
The Berkshire School 2003 — 2007
Highschool Diploma
88 Trading Corp. September 2014 - Present
PanAgora Asset Management July 2013 - December 2013
MFS Investment Management July 2012 - December 2012
Northeastern University January 2012 - May 2012
88 Trading Corp. June 2010 - August 2011
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Customer Service, Data Analysis, Marketing, Social Media, Microsoft Word, Access, Photoshop, English, Windows, Outlook, Budgets, Public Speaking, Teamwork, Time Management, Financial Analysis
Education
Northeastern University 2010 — 2014
Bachelor of Science in Business Administration (B.S.B.A.), Finance and Marketing
Stuyvesant High School 2006 — 2010
High School Diploma, General
MFS Investment Management September 2013 - Present
RocketSoftware December 2012 - Present
FundQuest March 2007 - Present
Massachusetts Eye and Ear Infirmary 2005 - 2007
State Street Research 1996 - 2005
Skills
Data Center, Firewalls, Virtualization, Disaster Recovery, VMware
Education
Northeastern University 1987 — 1993
BS, EE
Northeastern University
Bachelor Science of Electrical Engineer
AIAA August 2015 - Present
Leo Pareja Team April 2015 - Present
Access Intelligence April 2014 - April 2015
Access Intelligence July 2013 - April 2014
MFS Investment Management July 2012 - December 2012
Massachusetts Biotechnology Council July 2011 - June 2012
TechTarget July 2010 - December 2010
Skills
Journalism, Press Releases, Editing, Social Media, AP Style, Editorial, Copy Editing, Web Content, Blogging, CMS, News Writing, Photography, Content Management, Content Development, InCopy, Writing, Digital Photography, Photoshop, Magazine Layout Design, Microsoft Office, Creative Writing, Copywriting, Social Media Marketing, Digital Media, Online Journalism, Public Relations, Internal Communications, Corporate Communications
Education
Northeastern University 2008 — 2013
Bachelor of Arts, Journalism
Ledyard High School 2004 — 2008
High School Diploma
RBS Markets and International Banking August 2014 - Present
MFS Investment Management January 2013 - July 2013
State Street Bank January 2012 - June 2012
Chatham Partners January 2011 - June 2011
Skills
Project Management, Microsoft Excel, Marketing, Qualitative Research, Market Research, Research, PowerPoint, time management, Appointment Scheduling, Team Leadership, Public Speaking, Leadership, Access, Time Management, Financial Analysis, Social Media
Education
Northeastern University 2009 — 2014
Bachelor's Degree, Finance and Investments
Boston Trust and Investment Management January 2014 - Present
Northeastern University January 2012 - April 2013
Axiom Valuation Solutions September 2012 - January 2013
MFS Investment Management January 2011 - June 2011
Skills
Microsoft Excel, Bloomberg Terminal, R, Racket, Microsoft Word, Microsoft Office, Facebook, Customer Service, Financial Modeling, Investments, Bloomberg, Analysis
Education
Northeastern University 2009 — 2013
Bachelor's degree, Accounting and Finance
The London School of Economics and Political Science (LSE) 2011 — 2011
Summer, Finance
BlackRock July 2013 - Present
Wellington Management July 2012 - December 2012
State Street July 2011 - December 2011
MFS Investment Management July 2010 - December 2010
Skills
Higher Education, PowerPoint, Microsoft Office, Microsoft Word, Bloomberg, Investments, Microsoft Excel, Industry Research, Equity Research, Mutual Funds
Education
Northeastern University 2008 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Naval Postgraduate School July 2014 - Present
United States Air Force May 2010 - July 2014
United States Air Force July 2009 - May 2010
MFS Investment Management January 2008 - June 2008
Panda Restaurant Group May 2006 - August 2006
Skills
HRIS, Customer Service, Human Resources, Interviews, Leadership Development, Labor Relations, Compensation, Deferred Compensation, Leadership, Microsoft Excel, Event Planning, Policy, Conflict Resolution
Education
Northeastern University 2005 — 2010
BS in Business Administration, Management
Goldman Sachs AssociateGoldman SachsJune 2014 - Present
Goldman Sachs July 2010 - June 2014
Goldman Sachs January 2009 - June 2009
Goldman Sachs January 2008 - June 2008
MFS Investment Management January 2007 - December 2007
Skills
Securities, Securities Lending, Equities, Private Equity, Bloomberg, Valuation, Financial Modeling, Prime Brokerage, Capital Markets, Fixed Income, Client Services, Hedge Funds, Financial Services, Alternative Investments, Microsoft Excel, Risk Management
Education
Northeastern University 2005 — 2010
Sun Life International January 2013 - Present
Sun Life Financial October 2011 - December 2012
TIAA-CREF April 2010 - October 2011
MFS Fund Distributors, Inc. 2000 - 2005
MFS Investment Management 2000 - 2005
Skills
Series 63, Series 7, Mutual Funds, Series 6, Retirement Planning, Retirement, Separately Managed..., 401k, Fixed Annuities, Asset Allocation, Investments, Wealth Management, FINRA, Securities, Asset Managment
Education
Northeastern University 2004 — 2009
Bachelor of Science (B.S.), Finance and International Business
MIT Sloan School of Management October 2013 - Present
Massachusetts Institute of Technology June 2011 - October 2013
MIT June 2008 - June 2011
Brand Content September 2006 - July 2008
Northeastern University January 2007 - June 2007
MFS Investment Management January 2006 - June 2006
Neiman Marcus January 2005 - June 2005
Skills
Marketing Communications, Editing, Social Media, Higher Education, Nonprofits, Fundraising, Project Management, Microsoft Office, Event Management, Proofreading, Microsoft Excel, InDesign, Adobe Creative Suite, Program Management, Photoshop, Social Media..., Strategic Communications
Education
Northeastern University 2003 — 2008
Bachelor's degree, Business Administration
Encore Realty November 2012 - Present
Campus Vacations June 2011 - February 2015
iRobot July 2014 - December 2014
Golden Hour Data Systems January 2013 - July 2013
MFS Investment Management January 2012 - July 2012
Olejostores January 2011 - December 2011
Skills
Marketing, Marketing Strategy, Salesforce.com, Sales, Facebook, PowerPoint, Social Media Marketing, Social Media, Social Networking, Wordpress, Microsoft Word, Real Estate, Real Estate Transactions, Outlook, Negotiation, Microsoft Excel, Public Relations, Public Speaking, Project Planning, Intellectual Property, Patent Enforcement, Patent Litigation, HIPAA, Patents, Patent Prosecution, Patent Applications, Real Estate License, Licensing, Microsoft Office, Event Planning, Spanish, Event Management, Photoshop, Marketing Communications, Final Cut Express, Real Estate Economics, Real Estate Financing
Education
Northeastern University 2010 — 2015
Northeastern University 2010 — 2015
Bachelor, Entrepreneurship, Finance
CVS Health April 2015 - Present
Philips Healthcare December 2011 - April 2015
Philips December 2010 - December 2011
Hanover Insurance January 2008 - November 2010
Merrill Lynch January 2007 - June 2007
MFS Investment Management May 2005 - December 2005
Skills
Competitive Analysis, Market Research, Mergers, Product Management, New Business Development, Strategic Planning, Analysis, Strategy Development, Marketing Strategy, Healthcare, PowerPoint, Excel, Market Analysis, Microsoft Office, Process Improvement, Strategy, Cross-functional Team..., Microsoft Excel
Education
Northeastern University 2004 — 2007
BSBA, Finance and Management
MFS Investment Management January 2012 - Present
Cengage Learning January 2011 - June 2011
Education
Northeastern University 2009 — 2012
BA, English
MFS Investment Management October 2005 - Present
Merrill Lynch January 1999 - October 2005
Education
Northeastern University 1995 — 2010
Boston Investor Services June 2014 - Present
Boston Investor Services July 2013 - December 2013
Boston Investor Services July 2012 - December 2012
MFS Investment Management July 2011 - December 2011
Geotechnical Consultants, Inc. 2007 - 2011
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Outlook, Contract Management, Access, Budgets, Time Management, Customer Service, Finance, Financial Analysis
Education
Northeastern University 2009 — 2014
BSBA, Finance, Accounting
Center for Creative Leadership June 2014 - August 2014
Maum Meditation NGO June 2013 - December 2013
MFS Investment Management July 2012 - December 2012
International Student and Scholar Institute January 2012 - April 2012
Office of International Study Abroad Programs January 2012 - April 2012
International Student and Scholar Institute September 2011 - December 2011
Skills
Analysis, Microsoft Excel, Budgets, Finance, PowerPoint, Accounting, Photoshop, Corporate Finance, Valuation, Financial Accounting, Data Analysis, Excel, HTML + CSS, Culture, Foreign Languages, Project Management, Marketing, Website Promotion, Translation, Microsoft Office
Education
Northeastern University 2010 — 2014
Bachelor of Science in Business Administration, Minor: Emerging Markets; Concentration: Finance
MFS Investment Management November 2001 - Present
Skills
Fund Accounting, Mutual Funds, Investments, Financial Reporting, Financial Analysis, Asset Management, Equities, Bloomberg
Education
Northeastern University
MFS Investment Management April 1998 - Present
Education
Northeastern University
MFS Investment Management July 2015 - Present
Medmonk May 2014 - September 2014
Booktrack May 2014 - August 2014
IvyBoost Education July 2013 - September 2013
BetaSoft Inc. June 2012 - August 2012
Skills
Teamwork, Marketing, Microsoft Excel, Analysis, Salesforce.com, Marketing Strategy, Business Development, Financial Reporting, Lead Generation, Customer Service..., User Experience Testing, Public Speaking
Education
Northeastern University 2013 — 2017
Bachelor of Business Administration (B.S.), Accounting and Finance
American College of Thessaloniki 2013 — 2013
Mission San Jose High School 2009 — 2013
Global Atlantic Financial Group Limited July 2015 - Present
MFS Investment Management July 2013 - January 2014
Northeastern University January 2013 - June 2013
Shanghai Talent Import & Export Company Ltd. May 2012 - July 2012
Skills
VBA, Microsoft Excel, Tutoring
Education
The London School of Economics and Political Science (LSE) 2014 — 2015
General Course: One Year Study Abroad, Economic History
Northeastern University 2011 — 2016
Bachelor of Science (BS), Economics, GPA 3.72
MFS Investment Management September 2008 - Present
Investors Bank & Trust October 2005 - August 2008
KPMG US September 2002 - October 2005
Skills
Tax, Mutual Funds, Alternative Investments, Global Investment, CPA
Education
Northeastern University 2003 — 2006
Master of Science (M.S.), Taxation
University of Notre Dame 1998 — 2002
Bachelor of Business Administration (BBA), Accounting
GMO January 2015 - Present
MFS Investment Management January 2014 - August 2014
Student Activties 2013 - 2013
Skills
Proficient in Microsoft..., Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Leadership, Research, Teamwork, Customer Service
Education
Northeastern University 2012 — 2017
Red Hook High School
MFS Investment Management July 2015 - Present
Plymouth Rock Assurance June 2014 - December 2014
Skills
Microsoft Excel, Microsoft Access, Microsoft Office, Adobe Photoshop CS5, Adobe InDesign CS5, Windows 7, Mac OS, Photoshop, Microsoft Word, OS X, PowerPoint, Access, Public Speaking
Education
Northeastern University 2012 — 2016
Candidate for a Bachelor of Science degree in Business Administration, Concentrating in Finance and Marketing
MFS Investment Management August 1998 - Present
Education
University of Massachusetts at Lowell 1990 — 1995
Bachelor of Arts (B.A.), Criminalistics and Criminal Science
Northeastern University
MFS Investment Management December 2008 - Present
MFS Investment Management January 2001 - November 2008
MFS Investment Management January 2000 - December 2000
MFS Investment Management July 1999 - December 1999
MFS Investment Management January 1999 - June 1999
MFS Investment Management January 1996 - December 1998
MFS Investment Management March 1994 - December 1995
Education
Northeastern University 1998 — 2000
Master's degree
The University of Texas at Austin 1986 — 1990
Bachelor of Arts (BA)
AM Technologies January 2013 - March 2013
MFS Investment Management June 2012 - November 2012
Skills
Investments, Financial Analysis, Risk Management, Business Analysis, Financial Services, Portfolio Management, PowerPoint, Finance, Management, Strategic Planning
Education
Northeastern University 2009 — 2013
Bachelor of Science (BS), Business Administration, Management and Operations
Northeastern University 2009 — 2013
Bachelor's degree, Fiance
MFS Investment Management July 2015 - Present
Merrill Lynch July 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Financial Analysis
Education
Northeastern University 2013 — 2018
International Affairs / Economics, Economics
Colegio Jefferson 2006 — 2013