MFS Investment Management
Industry: Investment management company
DescriptionMFS Investment Management is an American-based global investment manager, formerly known as Massachusetts Financial Services. Founded in 1924, MFS is one of the oldest asset management companies in the world and has been credited with pioneering the mutual fund. Assets under management: 448.7 billion USD (April 30, 2017) CEO: Robert J Manning (2004–) Headquarters: Boston, Massachusetts, United States Parent organization: Sun Life Financial
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MFS Investment Management Employees
Employee
Years
Job
Industry
Sean Donohue Sean Donohue's MFS Investment Management Experience July 2013 - December 2013
Job Associate Claims Specialist at Liberty Mutual Insurance
Industry Higher Education
Experience
Liberty Mutual Insurance March 2015 - Present
Northeastern University September 2011 - December 2014
Dylan Hayre for State Senate September 2013 - November 2014
MFS Investment Management July 2013 - December 2013
WRBB 104.9FM Boston September 2012 - May 2013
Wellesley Department of Public Works May 2012 - August 2012
Mabardy's Gulf Service September 2009 - December 2011
Natick Public Works Department June 2011 - August 2011
Skills
Time Management, Microsoft Excel, Excel, Customer Service, Word, Microsoft Office, Composure, Problem Solving, Decision Making, Group Work, Communication, Finance, Social Media, Microsoft Word, Customer Relations, Fast Learner, Public Speaking
Education
Northeastern University 2011 — 2015
Bachelor of Science, Business and Political Science (Finance), Junior
Natick High School 2007 — 2011
Northeastern University
Bachelor of Business Administration (B.B.A.), Business Administration and Political Science
Liberty Mutual Insurance March 2015 - Present
Northeastern University September 2011 - December 2014
Dylan Hayre for State Senate September 2013 - November 2014
MFS Investment Management July 2013 - December 2013
WRBB 104.9FM Boston September 2012 - May 2013
Wellesley Department of Public Works May 2012 - August 2012
Mabardy's Gulf Service September 2009 - December 2011
Natick Public Works Department June 2011 - August 2011
Skills
Time Management, Microsoft Excel, Excel, Customer Service, Word, Microsoft Office, Composure, Problem Solving, Decision Making, Group Work, Communication, Finance, Social Media, Microsoft Word, Customer Relations, Fast Learner, Public Speaking
Education
Northeastern University 2011 — 2015
Bachelor of Science, Business and Political Science (Finance), Junior
Natick High School 2007 — 2011
Northeastern University
Bachelor of Business Administration (B.B.A.), Business Administration and Political Science
Paul Murphey's MFS Investment Management Experience August 2013 - September 2015
Job Account Manager at Coleman Research
Industry Financial Services
Experience
Coleman Research September 2015 - Present
MFS Investment Management August 2013 - September 2015
Phi Kappa Psi Fraternity January 2012 - January 2013
J.D. Power May 2012 - August 2012
Publishing Concepts: not the big company June 2011 - August 2011
Skills
Financial Analysis, Microsoft Office, Research, Customer Service, Market Research, Economics, Salesforce.com, Finance, Analytics, Competitive Analysis, Analysis, SPSS, Budgets, Sales, Time Management
Education
Ohio Wesleyan University 2009 — 2013
Bachelor of Arts (B.A.), Economics, Alum
Coleman Research September 2015 - Present
MFS Investment Management August 2013 - September 2015
Phi Kappa Psi Fraternity January 2012 - January 2013
J.D. Power May 2012 - August 2012
Publishing Concepts: not the big company June 2011 - August 2011
Skills
Financial Analysis, Microsoft Office, Research, Customer Service, Market Research, Economics, Salesforce.com, Finance, Analytics, Competitive Analysis, Analysis, SPSS, Budgets, Sales, Time Management
Education
Ohio Wesleyan University 2009 — 2013
Bachelor of Arts (B.A.), Economics, Alum
William Berezin William Berezin's MFS Investment Management Experience June 2000 - March 2001
Job Consultant at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments September 2001 - Present
Bank of America April 2001 - September 2001
MFS Investment Management June 2000 - March 2001
Hasbro June 1999 - June 2000
John Hancock Financial Services May 1998 - June 1999
Private Healthcare Systems September 1997 - May 1998
Fleet Bank 1989 - 1997
Bank of Boston 1987 - 1989
Skills
SQL, Oracle, Databases, Data Warehousing, Sybase, Microsoft SQL Server, Agile Methodolgy, Agile Application..., Mutual Funds, Trade Compliance, Compliance, Code of Ethics, Financial Services, SDLC, Informatica, Agile Methodologies, Database Design, ETL, Requirements Gathering, Data Modeling, Toad, Requirements Analysis, Software Project...
Education
Providence College 1983 — 1987
Bachelor of Science (BS), Mathematics and Computer Science
Fidelity Investments September 2001 - Present
Bank of America April 2001 - September 2001
MFS Investment Management June 2000 - March 2001
Hasbro June 1999 - June 2000
John Hancock Financial Services May 1998 - June 1999
Private Healthcare Systems September 1997 - May 1998
Fleet Bank 1989 - 1997
Bank of Boston 1987 - 1989
Skills
SQL, Oracle, Databases, Data Warehousing, Sybase, Microsoft SQL Server, Agile Methodolgy, Agile Application..., Mutual Funds, Trade Compliance, Compliance, Code of Ethics, Financial Services, SDLC, Informatica, Agile Methodologies, Database Design, ETL, Requirements Gathering, Data Modeling, Toad, Requirements Analysis, Software Project...
Education
Providence College 1983 — 1987
Bachelor of Science (BS), Mathematics and Computer Science
Peter Delaney, CFA Peter Delaney, CFA's MFS Investment Management Experience March 2012 - Present
Job Director, Defined Contribution Investments at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management March 2012 - Present
MFS Investment Management October 2009 - March 2012
The Hartford March 2008 - October 2009
Sun Life Retirement Services July 2006 - March 2008
MFS Investment Management January 2000 - June 2006
MFS Investment Management October 1995 - December 1999
Education
Suffolk University - Sawyer Business School 1991 — 1996
MBA, Finance
Providence College 1980 — 1984
BS, Finance
MFS Investment Management March 2012 - Present
MFS Investment Management October 2009 - March 2012
The Hartford March 2008 - October 2009
Sun Life Retirement Services July 2006 - March 2008
MFS Investment Management January 2000 - June 2006
MFS Investment Management October 1995 - December 1999
Education
Suffolk University - Sawyer Business School 1991 — 1996
MBA, Finance
Providence College 1980 — 1984
BS, Finance
Brian Plain, CFP®'s MFS Investment Management Experience March 2004 - March 2005
Job Lifestyle Financial Planner For Gen X Families
Industry Financial Services
Experience
Brian Plain, CFP® May 2009 - Present
Wolf Financial Management LLC April 2006 - March 2009
ING Financial Advisers LLC March 2005 - April 2006
MFS Investment Management March 2004 - March 2005
Interactive Data March 2003 - March 2004
Investors Bank & Trust September 2002 - March 2003
Skills
Financial Planning, Retirement Income..., Big Picture Thinking, Term Life Insurance, Long Term Care, Social Security Planning, College Funding, College Financial Aid, Retirement Planning, Saving for Education, Wealth Accumulation, Wealth Management, Investment Advisory, Wealth Preservation..., Insurance Planning, Strategic Financial..., Financial Planners, Retirement, Wealth, Financial Advisory, Portfolio Management, Investments, Securities
Education
Northwestern University 2006 — 2007
Certificate, Certified Financial Planner Certification Education Program
Stonehill College 1998 — 2002
Business Administration, Finance
Brian Plain, CFP® May 2009 - Present
Wolf Financial Management LLC April 2006 - March 2009
ING Financial Advisers LLC March 2005 - April 2006
MFS Investment Management March 2004 - March 2005
Interactive Data March 2003 - March 2004
Investors Bank & Trust September 2002 - March 2003
Skills
Financial Planning, Retirement Income..., Big Picture Thinking, Term Life Insurance, Long Term Care, Social Security Planning, College Funding, College Financial Aid, Retirement Planning, Saving for Education, Wealth Accumulation, Wealth Management, Investment Advisory, Wealth Preservation..., Insurance Planning, Strategic Financial..., Financial Planners, Retirement, Wealth, Financial Advisory, Portfolio Management, Investments, Securities
Education
Northwestern University 2006 — 2007
Certificate, Certified Financial Planner Certification Education Program
Stonehill College 1998 — 2002
Business Administration, Finance
Simon Chu's MFS Investment Management Experience April 2014 - Present
Job Associate Treasury Operations Analyst II at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management April 2014 - Present
MFS Investment Management September 2011 - April 2014
Pioneer Investments June 2009 - December 2009
MFS Investment Management June 2008 - February 2009
Skills
Fixed Asset Management, Asset Management, Fixed Asset Depreciation, PeopleSoft, Capital Budgeting, Account Reconciliation, Financial Analysis, Accounting, Financial Reporting, Microsoft Excel, Accounts Payable
Education
Northeastern University 2006 — 2011
Bachelors of Science Degree in Business Administration, Finance
MFS Investment Management April 2014 - Present
MFS Investment Management September 2011 - April 2014
Pioneer Investments June 2009 - December 2009
MFS Investment Management June 2008 - February 2009
Skills
Fixed Asset Management, Asset Management, Fixed Asset Depreciation, PeopleSoft, Capital Budgeting, Account Reconciliation, Financial Analysis, Accounting, Financial Reporting, Microsoft Excel, Accounts Payable
Education
Northeastern University 2006 — 2011
Bachelors of Science Degree in Business Administration, Finance
Daniel Noschese's MFS Investment Management Experience November 2005 - March 2008
Job Defined Contribution Investment Only Wholesaler at Putnam Investments
Industry Financial Services
Experience
Putnam Investments April 2013 - Present
Putnam Investments September 2011 - March 2013
New England Investment & Retirement Group, Inc. November 2010 - September 2011
Transamerica Retirement Services April 2008 - November 2010
MFS Investment Management November 2005 - March 2008
MFS Investment Management November 2003 - September 2005
Education
Providence College 1998 — 2002
BS, Marketing
Putnam Investments April 2013 - Present
Putnam Investments September 2011 - March 2013
New England Investment & Retirement Group, Inc. November 2010 - September 2011
Transamerica Retirement Services April 2008 - November 2010
MFS Investment Management November 2005 - March 2008
MFS Investment Management November 2003 - September 2005
Education
Providence College 1998 — 2002
BS, Marketing
Tim Boudrow Tim Boudrow's MFS Investment Management Experience December 2004 - Present
Job Senior Production Control Engineer at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management December 2004 - Present
IBM Rational Clearcase Administrator January 2000 - December 2004
Skills
Integration, Visio, Disaster Recovery, Requirements Analysis, Business Analysis, SDLC, SQL, Project Management, Financial Services, Risk Management, Requirements Gathering, Enterprise Architecture, Analysis, Unix, Process Improvement
Education
Northeastern University
MFS Investment Management December 2004 - Present
IBM Rational Clearcase Administrator January 2000 - December 2004
Skills
Integration, Visio, Disaster Recovery, Requirements Analysis, Business Analysis, SDLC, SQL, Project Management, Financial Services, Risk Management, Requirements Gathering, Enterprise Architecture, Analysis, Unix, Process Improvement
Education
Northeastern University
Victoria Kintish Victoria Kintish's MFS Investment Management Experience January 2011 - June 2011
Job IFS NAV Specialist at State Street
Industry Financial Services
Experience
State Street Alternative Investment Solutions December 2014 - Present
Eagle Investment Systems January 2012 - September 2013
MFS Investment Management January 2011 - June 2011
Skills
Microsoft Excel, Microsoft Office, Access, PowerPoint, Microsoft Word, Bloomberg, Data Analysis, Mutual Funds, Risk Management, Business Analysis, Finance, Financial Modeling, Equities, Financial Analysis, Financial Reporting
Education
Northeastern University 2009 — 2014
Business, Finance, Management
State Street Alternative Investment Solutions December 2014 - Present
Eagle Investment Systems January 2012 - September 2013
MFS Investment Management January 2011 - June 2011
Skills
Microsoft Excel, Microsoft Office, Access, PowerPoint, Microsoft Word, Bloomberg, Data Analysis, Mutual Funds, Risk Management, Business Analysis, Finance, Financial Modeling, Equities, Financial Analysis, Financial Reporting
Education
Northeastern University 2009 — 2014
Business, Finance, Management
Shien Yew Goh Shien Yew Goh's MFS Investment Management Experience January 2014 - July 2014
Job Account Executive at Fiksu
Industry Marketing and Advertising
Experience
Fiksu January 2015 - July 2015
MFS Investment Management January 2014 - July 2014
Skills
Digital Marketing, Strategic Partnerships, Business Development, Integrated Marketing, Digital Media, CRM, Management, Salesforce.com, Marketing, Lead Generation, Mobile Marketing, Online Marketing, Online Advertising, Sales, Facebook, Email Marketing, Social Networking, Microsoft Word, Window, Microsoft Excel, Microsoft Office, SEO, SEM, Conversion Optimization, PPC
Education
Northeastern University 2013 — 2016
Bachelor of Business Administration (BBA), Business Administration and Management, Marketing
Taylor's University 2011 — 2012
American Degree Transfer Program, Business Administration and Management, General
Fiksu January 2015 - July 2015
MFS Investment Management January 2014 - July 2014
Skills
Digital Marketing, Strategic Partnerships, Business Development, Integrated Marketing, Digital Media, CRM, Management, Salesforce.com, Marketing, Lead Generation, Mobile Marketing, Online Marketing, Online Advertising, Sales, Facebook, Email Marketing, Social Networking, Microsoft Word, Window, Microsoft Excel, Microsoft Office, SEO, SEM, Conversion Optimization, PPC
Education
Northeastern University 2013 — 2016
Bachelor of Business Administration (BBA), Business Administration and Management, Marketing
Taylor's University 2011 — 2012
American Degree Transfer Program, Business Administration and Management, General
Syl Yuejia Zhu's MFS Investment Management Experience July 2015 - Present
Job Consultant Relations at MFS Investment Management
Industry International Trade and Development
Experience
MFS Investment Management July 2015 - Present
MBTA July 2013 - December 2013
PARKROYAL on Kitchener Road August 2010 - March 2011
Julie Roberts' Pte. Ltd. December 2006 - December 2006
Skills
Human Resources, Customer Service, Time Management, Teamwork, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Public Speaking, Management, Research, Training, Leadership, Event Planning, Outlook, Quarterly Reviews, Databases, Data Entry
Education
Northeastern University 2011 — 2016
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Northeastern University
Business Administration and Management, General
MFS Investment Management July 2015 - Present
MBTA July 2013 - December 2013
PARKROYAL on Kitchener Road August 2010 - March 2011
Julie Roberts' Pte. Ltd. December 2006 - December 2006
Skills
Human Resources, Customer Service, Time Management, Teamwork, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Public Speaking, Management, Research, Training, Leadership, Event Planning, Outlook, Quarterly Reviews, Databases, Data Entry
Education
Northeastern University 2011 — 2016
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Northeastern University
Business Administration and Management, General
Dan Fearnow Dan Fearnow's MFS Investment Management Experience August 1992 - Present
Job Director at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management August 1992 - Present
Skills
Mutual Funds, Investments, Asset Management, Alternative Investments, Wealth Management, Asset Allocation, Equities, Fixed Income, Retirement Planning, Financial Services, Portfolio Management, Investment Strategies, Investment Management, 401k, Asset Managment, Business Strategy, Capital Markets, Customer Service, ETFs, Financial Advisory, Financial Analysis, Financial Modeling, Financial Planning, Fixed Annuities, Investment Advisory, New Business Development, Relationship Management, Retirement, Securities, Strategic Planning, Strategic Financial...
Education
Providence College 1988 — 1992
Bachelor of Science (BS), Business Administration and Management, General
MFS Investment Management August 1992 - Present
Skills
Mutual Funds, Investments, Asset Management, Alternative Investments, Wealth Management, Asset Allocation, Equities, Fixed Income, Retirement Planning, Financial Services, Portfolio Management, Investment Strategies, Investment Management, 401k, Asset Managment, Business Strategy, Capital Markets, Customer Service, ETFs, Financial Advisory, Financial Analysis, Financial Modeling, Financial Planning, Fixed Annuities, Investment Advisory, New Business Development, Relationship Management, Retirement, Securities, Strategic Planning, Strategic Financial...
Education
Providence College 1988 — 1992
Bachelor of Science (BS), Business Administration and Management, General
Nicole Bittner Nicole Bittner's MFS Investment Management Experience January 2008 - July 2008
Job Program Management Manager at Envestnet Placemark
Industry Financial Services
Experience
Envestnet Placemark December 2013 - Present
T-System March 2013 - November 2013
JPMorgan Chase August 2011 - March 2012
JPMorgan Chase January 2009 - August 2011
JPMorgan Chase January 2009 - February 2011
MFS Investment Management January 2008 - July 2008
MFS Investment Management January 2007 - August 2007
Education
Southern Methodist University - Cox School of Business 2011 — 2013
Master of Business Administration (MBA), Strategy
Northeastern University 2005 — 2009
Bachelors, Business
Envestnet Placemark December 2013 - Present
T-System March 2013 - November 2013
JPMorgan Chase August 2011 - March 2012
JPMorgan Chase January 2009 - August 2011
JPMorgan Chase January 2009 - February 2011
MFS Investment Management January 2008 - July 2008
MFS Investment Management January 2007 - August 2007
Education
Southern Methodist University - Cox School of Business 2011 — 2013
Master of Business Administration (MBA), Strategy
Northeastern University 2005 — 2009
Bachelors, Business
Shellby Coyle's MFS Investment Management Experience July 2008 - December 2008
Job Marketing Designer at Spongecell
Industry Graphic Design
Experience
Spongecell April 2014 - Present
Witty Kitty Creations December 2012 - Present
SteelHouse May 2013 - October 2013
Williams-Sonoma, Inc. September 2012 - February 2013
Action Property Management February 2011 - December 2011
Tastemakers Magazine September 2009 - April 2010
MFS Investment Management July 2008 - December 2008
Eze Castle Integration July 2007 - December 2007
Skills
Graphic Design, Illustration, Illustrator, Photoshop, InDesign, Project Management, Marketing Communications, Entrepreneurship, Office Administration, Sales, Retail, Window Displays, Microsoft Office, Mac OS, Typography
Education
Northeastern University 2006 — 2010
Bachelor's degree, Marketing & Graphic Deisgn
Spongecell April 2014 - Present
Witty Kitty Creations December 2012 - Present
SteelHouse May 2013 - October 2013
Williams-Sonoma, Inc. September 2012 - February 2013
Action Property Management February 2011 - December 2011
Tastemakers Magazine September 2009 - April 2010
MFS Investment Management July 2008 - December 2008
Eze Castle Integration July 2007 - December 2007
Skills
Graphic Design, Illustration, Illustrator, Photoshop, InDesign, Project Management, Marketing Communications, Entrepreneurship, Office Administration, Sales, Retail, Window Displays, Microsoft Office, Mac OS, Typography
Education
Northeastern University 2006 — 2010
Bachelor's degree, Marketing & Graphic Deisgn
Nathan Hoffman Nathan Hoffman's MFS Investment Management Experience January 2006 - January 2007
Job Manager of Retail and Supply Chain Analysis at Trans World Entertainment Corp.
Industry Semiconductors
Experience
Trans World Entertainment Corp. February 2013 - Present
SEMATECH February 2008 - February 2013
TJX January 2007 - September 2007
MFS Investment Management January 2006 - January 2007
Skills
Forecasting, Financial Modeling, Semiconductors, Process Improvement, Financial Analysis, Analysis, Financial Reporting, Data Analysis, Budgets, Semiconductor Industry, JD Edwards, PeopleSoft, Cross-functional Team..., Microsoft Word, Outlook
Education
Northeastern University 2004 — 2007
Bachelor's degree, Finance and Marketing
Trans World Entertainment Corp. February 2013 - Present
SEMATECH February 2008 - February 2013
TJX January 2007 - September 2007
MFS Investment Management January 2006 - January 2007
Skills
Forecasting, Financial Modeling, Semiconductors, Process Improvement, Financial Analysis, Analysis, Financial Reporting, Data Analysis, Budgets, Semiconductor Industry, JD Edwards, PeopleSoft, Cross-functional Team..., Microsoft Word, Outlook
Education
Northeastern University 2004 — 2007
Bachelor's degree, Finance and Marketing
Peter Katz's MFS Investment Management Experience July 2010 - December 2010
Job Senior Marketing Associate, Paid Search at Vistaprint
Industry Marketing and Advertising
Experience
Adobe August 2013 - November 2014
Adobe July 2012 - December 2012
Wayfair July 2011 - December 2011
Northeastern Athletics Video Production Team January 2011 - March 2011
MFS Investment Management July 2010 - December 2010
Skills
SEM, Analytics, Data Analysis, Microsoft Excel, Microsoft Office, Salesforce.com, Outlook, HTML, Digital Marketing, Business Analysis, Financial Analysis, SQL, SPSS, PPC, Google Adwords, Bing Ads
Education
Northeastern University 2008 — 2013
Dual Concentration in Marketing and Finance
Adobe August 2013 - November 2014
Adobe July 2012 - December 2012
Wayfair July 2011 - December 2011
Northeastern Athletics Video Production Team January 2011 - March 2011
MFS Investment Management July 2010 - December 2010
Skills
SEM, Analytics, Data Analysis, Microsoft Excel, Microsoft Office, Salesforce.com, Outlook, HTML, Digital Marketing, Business Analysis, Financial Analysis, SQL, SPSS, PPC, Google Adwords, Bing Ads
Education
Northeastern University 2008 — 2013
Dual Concentration in Marketing and Finance
Devin Murray Devin Murray's MFS Investment Management Experience October 2013 - Present
Job Client Service Representative at MFS
Industry Financial Services
Experience
MFS Investment Management October 2013 - Present
Freepoint Commodities May 2012 - August 2012
Education
Providence College 2009 — 2013
Major/Minor, Economics/Finance
Medfield High School 2005 — 2009
MFS Investment Management October 2013 - Present
Freepoint Commodities May 2012 - August 2012
Education
Providence College 2009 — 2013
Major/Minor, Economics/Finance
Medfield High School 2005 — 2009
Brendan O'Rourke Brendan O'Rourke's MFS Investment Management Experience July 2012 - Present
Job MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management July 2012 - Present
Oppenheimer & Co. June 2011 - September 2011
Skills
Financial Modeling, Mutual Funds, Financial Analysis, Series 7, Securities, PowerPoint, Finance, Microsoft Excel, Equities, Investments, Fixed Income, Bonds
Education
Providence College 2008 — 2012
Bachelor of Science (BS), Finance
Westford Academy 2004 — 2008
MFS Investment Management July 2012 - Present
Oppenheimer & Co. June 2011 - September 2011
Skills
Financial Modeling, Mutual Funds, Financial Analysis, Series 7, Securities, PowerPoint, Finance, Microsoft Excel, Equities, Investments, Fixed Income, Bonds
Education
Providence College 2008 — 2012
Bachelor of Science (BS), Finance
Westford Academy 2004 — 2008
Aaron Reed Aaron Reed's MFS Investment Management Experience 1998 - 2002
Job Director of Institutional Sales North America at Kayne Anderson Rudnick
Industry Investment Management
Experience
Kayne Anderson Rudnick Investment Management 2006 - Present
Nuveen Investments 2002 - 2006
MFS Investment Management 1998 - 2002
Nicholas Applegate 1995 - 1998
Scudder Investments 1991 - 1995
Skills
Finance, Investments, Portfolio Management, Separately Managed..., Mutual Funds, Equity Research, Hedge Funds, Alternative Investments, Asset Allocation, Investment Management, Equities, Series 7
Education
Oklahoma City University 1988 — 1991
BS, Economics, Finance
Broken Arrow High School 1983 — 1987
Kayne Anderson Rudnick Investment Management 2006 - Present
Nuveen Investments 2002 - 2006
MFS Investment Management 1998 - 2002
Nicholas Applegate 1995 - 1998
Scudder Investments 1991 - 1995
Skills
Finance, Investments, Portfolio Management, Separately Managed..., Mutual Funds, Equity Research, Hedge Funds, Alternative Investments, Asset Allocation, Investment Management, Equities, Series 7
Education
Oklahoma City University 1988 — 1991
BS, Economics, Finance
Broken Arrow High School 1983 — 1987
Ed Graziano Ed Graziano's MFS Investment Management Experience July 2003 - November 2008
Job Senior Analyst, Performance & Attribution at PanAgora Asset Management
Industry Investment Management
Experience
PanAgora Asset Management August 2015 - Present
Columbia Management May 2010 - August 2015
Columbia Management September 2009 - May 2010
MFS Investment Management July 2003 - November 2008
MFS Investment Management 2002 - 2003
MFS Investment Management 2000 - 2001
State Street Bank May 1996 - July 2000
Skills
Asset Managment, Mutual Funds, Investments, Fixed Income, Equities, FINRA, Financial Services, Portfolio Management, Securities, Trading, Bloomberg, Relationship Management, Investment Management, Alternative Investments, Asset Management
Education
Plymouth State University 1985 — 1989
Bachelor's Degree, Business Administration
PanAgora Asset Management August 2015 - Present
Columbia Management May 2010 - August 2015
Columbia Management September 2009 - May 2010
MFS Investment Management July 2003 - November 2008
MFS Investment Management 2002 - 2003
MFS Investment Management 2000 - 2001
State Street Bank May 1996 - July 2000
Skills
Asset Managment, Mutual Funds, Investments, Fixed Income, Equities, FINRA, Financial Services, Portfolio Management, Securities, Trading, Bloomberg, Relationship Management, Investment Management, Alternative Investments, Asset Management
Education
Plymouth State University 1985 — 1989
Bachelor's Degree, Business Administration
Zachary Rosenoff Zachary Rosenoff's MFS Investment Management Experience January 2015 - Present
Job Investment Operations at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management January 2015 - Present
Putnam Investments January 2014 - June 2014
Skills
Financial Services, Investments, Teamwork
Education
Northeastern University 2012 — 2017
Finance, General
MFS Investment Management January 2015 - Present
Putnam Investments January 2014 - June 2014
Skills
Financial Services, Investments, Teamwork
Education
Northeastern University 2012 — 2017
Finance, General
Paola Aleman Paola Aleman's MFS Investment Management Experience January 2006 - June 2006
Job Associate Director, Budget Operations
Industry Nonprofit Organization Management
Experience
Save the Children US January 2012 - Present
Save the Children International February 2014 - May 2014
Save the Children US September 2008 - January 2012
Save the Children US November 2009 - March 2011
HSBC plc February 2007 - July 2007
MFS Investment Management January 2006 - June 2006
MFS Investment Management January 2005 - June 2005
Skills
Internal Controls, Portfolio Management, Forecasting, Accounting, Financial Analysis, Budgets, Auditing, Financial Modeling, Financial Reporting, Accounts Payable, Microsoft Excel, Managerial Finance, Cash Management, Leadership, Project Management, Nonprofits, Strategic Planning
Education
Northeastern University 2003 — 2008
Bachelor of Science Degree, International Business; Finance
Universidad Pontificia Comillas 2006 — 2007
Bachelor of Science, International Business
Save the Children US January 2012 - Present
Save the Children International February 2014 - May 2014
Save the Children US September 2008 - January 2012
Save the Children US November 2009 - March 2011
HSBC plc February 2007 - July 2007
MFS Investment Management January 2006 - June 2006
MFS Investment Management January 2005 - June 2005
Skills
Internal Controls, Portfolio Management, Forecasting, Accounting, Financial Analysis, Budgets, Auditing, Financial Modeling, Financial Reporting, Accounts Payable, Microsoft Excel, Managerial Finance, Cash Management, Leadership, Project Management, Nonprofits, Strategic Planning
Education
Northeastern University 2003 — 2008
Bachelor of Science Degree, International Business; Finance
Universidad Pontificia Comillas 2006 — 2007
Bachelor of Science, International Business
Kevin Kobus Kevin Kobus's MFS Investment Management Experience August 2004 - August 2008
Job Seeking a new opportunity in the Greater Hartford area
Industry Financial Services
Experience
. February 2012 - Present
Farmers Insurance and Financial Services April 2011 - March 2012
Jackson National Life December 2008 - March 2011
MFS Investment Management August 2004 - August 2008
MFS Investment Management September 2002 - August 2004
Skills
Retirement Planning, Wealth Management, Investments, Alternative Investments, Securities, Retirement, Life Insurance, Term Life Insurance, FINRA, Variable Annuities
Education
Providence College 1997 — 2002
BA, Liberal Arts
. February 2012 - Present
Farmers Insurance and Financial Services April 2011 - March 2012
Jackson National Life December 2008 - March 2011
MFS Investment Management August 2004 - August 2008
MFS Investment Management September 2002 - August 2004
Skills
Retirement Planning, Wealth Management, Investments, Alternative Investments, Securities, Retirement, Life Insurance, Term Life Insurance, FINRA, Variable Annuities
Education
Providence College 1997 — 2002
BA, Liberal Arts
Vedrana Cirkovic Vedrana Cirkovic's MFS Investment Management Experience July 2008 - December 2008
Job Sr Financial Analyst at Waters Corporation
Industry Information Technology and Services
Experience
Waters Corporation July 2015 - Present
RSA, The Security Division of EMC August 2014 - July 2015
RSA, The Security Division of EMC August 2013 - July 2014
RSA The Security Division of EMC February 2011 - July 2013
GE Capital Bank February 2010 - September 2010
MFS Investment Management July 2008 - December 2008
Skills
Hyperion Enterprise, Essbase, Financial Analysis, Financial Modeling, Sarbanes-Oxley Act, Financial Reporting, Forecasting, Finance, SAP, Access, Analysis, Data Analysis, Corporate Finance, Risk Management, Microsoft Excel, Strategic Financial..., Financial Planning
Education
EMC Finance Training Program 2011 — 2013
ESB Business School 2009 — 2010
International Business Management
Northeastern University 2006 — 2010
Bachelor of Science, International Business - Finance
Waters Corporation July 2015 - Present
RSA, The Security Division of EMC August 2014 - July 2015
RSA, The Security Division of EMC August 2013 - July 2014
RSA The Security Division of EMC February 2011 - July 2013
GE Capital Bank February 2010 - September 2010
MFS Investment Management July 2008 - December 2008
Skills
Hyperion Enterprise, Essbase, Financial Analysis, Financial Modeling, Sarbanes-Oxley Act, Financial Reporting, Forecasting, Finance, SAP, Access, Analysis, Data Analysis, Corporate Finance, Risk Management, Microsoft Excel, Strategic Financial..., Financial Planning
Education
EMC Finance Training Program 2011 — 2013
ESB Business School 2009 — 2010
International Business Management
Northeastern University 2006 — 2010
Bachelor of Science, International Business - Finance
Tom Watterson Tom Watterson's MFS Investment Management Experience July 1995 - July 1999
Job Freelance business/financial writing
Industry Financial Services
Experience
Citigroup Personal Wealth Management May 2010 - June 2014
Financial Research Corp. (FRC) May 2009 - May 2010
Mutual Fund Investors Association March 2005 - October 2008
Zurich Scudder Investments September 1999 - June 2002
MFS Investment Management July 1995 - July 1999
Scudder, Stevens & Clark, Inc. November 1993 - July 1995
The Boston Globe 1989 - 1993
The Christian Science Monitor 1973 - 1989
Skills
Editing, Newsletters, Copywriting, Copy Editing, Journalism
Education
Western Michigan University 1968 — 1970
Bachelor's Degree, English, Secondary Education
Northwestern Michigan College 1965 — 1968
Associate’s Degree
Citigroup Personal Wealth Management May 2010 - June 2014
Financial Research Corp. (FRC) May 2009 - May 2010
Mutual Fund Investors Association March 2005 - October 2008
Zurich Scudder Investments September 1999 - June 2002
MFS Investment Management July 1995 - July 1999
Scudder, Stevens & Clark, Inc. November 1993 - July 1995
The Boston Globe 1989 - 1993
The Christian Science Monitor 1973 - 1989
Skills
Editing, Newsletters, Copywriting, Copy Editing, Journalism
Education
Western Michigan University 1968 — 1970
Bachelor's Degree, English, Secondary Education
Northwestern Michigan College 1965 — 1968
Associate’s Degree
Anna Theis Anna Theis's MFS Investment Management Experience November 2013 - September 2014
Job Property Director at Real Estate Investments
Industry Financial Services
Experience
Real Estate Investments September 2014 - Present
MFS Investment Management November 2013 - September 2014
Illinois Office of the Auditor General June 2013 - October 2013
Olivet Nazarene University January 2011 - May 2013
Geoffrey Johns and Associates January 2012 - April 2013
MFS Investment Management June 2012 - August 2012
Pommier Benoit Jewelry September 2011 - May 2012
Sally Theis CPA, P.C. June 2005 - August 2010
Lansing Christian School September 2007 - May 2009
Skills
Drake Tax Software, Lacerte, Microsoft Excel, Microsoft Word, FactSet, CRM, Organization, PowerPoint, Close Attention to..., Event Planning, Outlook, Accounting, Financial Accounting, Teamwork, Time Management, Marketing, Auditing, Customer Service, Problem Solving
Education
Olivet Nazarene University 2009 — 2013
Bachelor of Science (B.S.), Accounting
Real Estate Investments September 2014 - Present
MFS Investment Management November 2013 - September 2014
Illinois Office of the Auditor General June 2013 - October 2013
Olivet Nazarene University January 2011 - May 2013
Geoffrey Johns and Associates January 2012 - April 2013
MFS Investment Management June 2012 - August 2012
Pommier Benoit Jewelry September 2011 - May 2012
Sally Theis CPA, P.C. June 2005 - August 2010
Lansing Christian School September 2007 - May 2009
Skills
Drake Tax Software, Lacerte, Microsoft Excel, Microsoft Word, FactSet, CRM, Organization, PowerPoint, Close Attention to..., Event Planning, Outlook, Accounting, Financial Accounting, Teamwork, Time Management, Marketing, Auditing, Customer Service, Problem Solving
Education
Olivet Nazarene University 2009 — 2013
Bachelor of Science (B.S.), Accounting
Jamie Axford Jamie Axford's MFS Investment Management Experience September 1989 - October 2004
Job Director, DCIO Consultant Relations at Putnam Investments
Industry Financial Services
Experience
Putnam Investments June 2012 - Present
Pioneer Investments July 2010 - April 2012
MassMutual Retirement Services March 2007 - August 2009
Russell Investments October 2004 - March 2007
MFS Investment Management September 1989 - October 2004
Education
Penn State University
Bachelor of Arts (B.A.)
Putnam Investments June 2012 - Present
Pioneer Investments July 2010 - April 2012
MassMutual Retirement Services March 2007 - August 2009
Russell Investments October 2004 - March 2007
MFS Investment Management September 1989 - October 2004
Education
Penn State University
Bachelor of Arts (B.A.)
Len D'Alberti Jr. Len D'Alberti Jr.'s MFS Investment Management Experience March 2010 - April 2010
Job Programmer Analyst
Industry Information Technology and Services
Experience
Broadridge, Revenue and Expense Management Solutions August 2012 - Present
Connolly, Inc. April 2012 - July 2012
Orchard Brands April 2010 - April 2012
MFS Investment Management March 2010 - April 2010
Imagelinx USA June 2009 - January 2010
The Kessler Group October 2005 - December 2008
Bionostics October 1996 - October 2005
Skills
Microsoft Office, Access, QuarkXPress, Project Coordination, Continuous Improvement, Team Management, Supervisory Experience, Process Improvement, SQL database design, Excel, VBA, SQL, Adobe Creative Suite, Database Management, Problem Solving, Jasper Reports, PL/SQL, Java, Microsoft Excel, Analysis, Microsoft SQL Server, Databases, Database Admin, Customer Service, HTML, T-SQL, Program Management, Management, Training
Education
University of Massachusetts Boston 2005 — 2005
Certification, 5S Training
Northern Essex Community College 2003 — 2003
Certification, Supervisory Skills
Computer Learning Center 1996 — 1996
General, Computer Science
Broadridge, Revenue and Expense Management Solutions August 2012 - Present
Connolly, Inc. April 2012 - July 2012
Orchard Brands April 2010 - April 2012
MFS Investment Management March 2010 - April 2010
Imagelinx USA June 2009 - January 2010
The Kessler Group October 2005 - December 2008
Bionostics October 1996 - October 2005
Skills
Microsoft Office, Access, QuarkXPress, Project Coordination, Continuous Improvement, Team Management, Supervisory Experience, Process Improvement, SQL database design, Excel, VBA, SQL, Adobe Creative Suite, Database Management, Problem Solving, Jasper Reports, PL/SQL, Java, Microsoft Excel, Analysis, Microsoft SQL Server, Databases, Database Admin, Customer Service, HTML, T-SQL, Program Management, Management, Training
Education
University of Massachusetts Boston 2005 — 2005
Certification, 5S Training
Northern Essex Community College 2003 — 2003
Certification, Supervisory Skills
Computer Learning Center 1996 — 1996
General, Computer Science
Tony Massaro's MFS Investment Management Experience September 2005 - April 2007
Job Retired Banking Technology Executive
Industry Financial Services
Experience
Retired and enjoying time to pursue personal interests and family Technology Management ConsultantAPM TechnologyMay 2013 - Present
Cape Cod Five Cents Savings Bank January 2008 - April 2013
MFS Investment Management September 2005 - April 2007
Citizens Bank August 2000 - August 2005
KeyCorp July 1996 - August 2000
Aviall (Division of Ryder System) August 1989 - July 1996
Skills
Vendor Management, Integration, Contract Negotiation, Team Building, Mergers, Organizational Design, Expenses, Process Improvement, Risk Management, Business Analysis, IT Strategy, Disaster Recovery, Banking, Outsourcing, Business Continuity, IT Management, Portfolio Management, Change Management, Project Management, SDLC, Program Management, Asset Managment, Enterprise Architecture, Data Center, Management, Mergers & Acquisitions, Product Management, Leadership, ITIL
Education
Nova Southeastern University 1982 — 1984
BS, Business Administration
Retired and enjoying time to pursue personal interests and family Technology Management ConsultantAPM TechnologyMay 2013 - Present
Cape Cod Five Cents Savings Bank January 2008 - April 2013
MFS Investment Management September 2005 - April 2007
Citizens Bank August 2000 - August 2005
KeyCorp July 1996 - August 2000
Aviall (Division of Ryder System) August 1989 - July 1996
Skills
Vendor Management, Integration, Contract Negotiation, Team Building, Mergers, Organizational Design, Expenses, Process Improvement, Risk Management, Business Analysis, IT Strategy, Disaster Recovery, Banking, Outsourcing, Business Continuity, IT Management, Portfolio Management, Change Management, Project Management, SDLC, Program Management, Asset Managment, Enterprise Architecture, Data Center, Management, Mergers & Acquisitions, Product Management, Leadership, ITIL
Education
Nova Southeastern University 1982 — 1984
BS, Business Administration
Ziqian Zhang Ziqian Zhang's MFS Investment Management Experience January 2015 - June 2015
Job Student at Northeastern University
Industry Investment Management
Experience
MFS Investment Management January 2015 - June 2015
Taiqi Environmental Engineering Company January 2012 - March 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Data Analysis, Social Media, Analysis, Teamwork, Access, Time Management, Photoshop, English, Research, Public Speaking, Leadership, Customer Service, Event Planning, Facebook, Outlook, Social Networking, Sales, Management, Windows, Editing, Microsoft PowerPoint
Education
Northeastern University 2013 — 2017
Bachelor of Science (BS), Finance, General
The Chinese University of Hong Kong 2014 — 2014
Bachelor's Degree, Marketing and International Business, 3.0/4.0
MFS Investment Management January 2015 - June 2015
Taiqi Environmental Engineering Company January 2012 - March 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Data Analysis, Social Media, Analysis, Teamwork, Access, Time Management, Photoshop, English, Research, Public Speaking, Leadership, Customer Service, Event Planning, Facebook, Outlook, Social Networking, Sales, Management, Windows, Editing, Microsoft PowerPoint
Education
Northeastern University 2013 — 2017
Bachelor of Science (BS), Finance, General
The Chinese University of Hong Kong 2014 — 2014
Bachelor's Degree, Marketing and International Business, 3.0/4.0
Tyler Moore Tyler Moore's MFS Investment Management Experience January 2000 - December 2001
Job Account Executive at Millennial Media
Industry Marketing and Advertising
Experience
Millennial Media April 2015 - Present
Chango September 2013 - June 2014
CPMStar April 2013 - September 2013
Yahoo! January 2009 - April 2013
Yahoo! August 2010 - January 2011
Yahoo! September 2005 - January 2009
cMarket 2004 - 2005
North American Management January 2002 - January 2004
MFS Investment Management January 2000 - December 2001
Taos Ski Valley, Inc. September 1996 - December 1999
Skills
Ad Networks, Behavioral Targeting, Display Advertising, Ad Exchanges, Mobile Advertising, Online Advertising, Mobile Marketing, Digital Media, Digital Strategy, Rich Media, Digital Marketing, Lead Generation, Ad Serving, Integrated Marketing, Advertising, Facebook, Interactive Marketing
Education
Providence College 1992 — 1996
BA, English
Salisbury Scool 1988 — 1992
Millennial Media April 2015 - Present
Chango September 2013 - June 2014
CPMStar April 2013 - September 2013
Yahoo! January 2009 - April 2013
Yahoo! August 2010 - January 2011
Yahoo! September 2005 - January 2009
cMarket 2004 - 2005
North American Management January 2002 - January 2004
MFS Investment Management January 2000 - December 2001
Taos Ski Valley, Inc. September 1996 - December 1999
Skills
Ad Networks, Behavioral Targeting, Display Advertising, Ad Exchanges, Mobile Advertising, Online Advertising, Mobile Marketing, Digital Media, Digital Strategy, Rich Media, Digital Marketing, Lead Generation, Ad Serving, Integrated Marketing, Advertising, Facebook, Interactive Marketing
Education
Providence College 1992 — 1996
BA, English
Salisbury Scool 1988 — 1992
Cherry Adams Cherry Adams's MFS Investment Management Experience January 2010 - April 2011
Job Financial services professional seeking new opportunity
Industry Financial Services
Experience
Harvard Pilgrim Health Care April 2013 - September 2014
MFS Investment Management January 2010 - April 2011
MFS Investment Management June 2007 - December 2009
MFS Investment Management April 2006 - June 2007
MFS Investment Management February 2006 - April 2006
MFS Investment Management February 2001 - February 2006
State Street March 2000 - February 2001
Boston Financial Data Services January 2000 - March 2000
Boston Financial Data Services March 1998 - January 2000
Skills
Mutual Funds, Customer Service, Call Center, Avaya, Microsoft Office, Team Building, Investments, Retirement, Financial Services, Outlook, Asset Managment, Defined Benefit, Microsoft Excel, Financial Analysis, Finance, Asset Management, Business Analysis, Data Analysis, FINRA, Fixed Income, Forecasting, Process Improvement, Relationship Management, Risk Management, Strategic Planning, Call Centers
Education
New England College of Finance
Business Management
Quincy College
Nursing and Computer Programming
University of Massachusetts Boston
Liberal Arts
Harvard Pilgrim Health Care April 2013 - September 2014
MFS Investment Management January 2010 - April 2011
MFS Investment Management June 2007 - December 2009
MFS Investment Management April 2006 - June 2007
MFS Investment Management February 2006 - April 2006
MFS Investment Management February 2001 - February 2006
State Street March 2000 - February 2001
Boston Financial Data Services January 2000 - March 2000
Boston Financial Data Services March 1998 - January 2000
Skills
Mutual Funds, Customer Service, Call Center, Avaya, Microsoft Office, Team Building, Investments, Retirement, Financial Services, Outlook, Asset Managment, Defined Benefit, Microsoft Excel, Financial Analysis, Finance, Asset Management, Business Analysis, Data Analysis, FINRA, Fixed Income, Forecasting, Process Improvement, Relationship Management, Risk Management, Strategic Planning, Call Centers
Education
New England College of Finance
Business Management
Quincy College
Nursing and Computer Programming
University of Massachusetts Boston
Liberal Arts
Kevin Tremor Kevin Tremor's MFS Investment Management Experience May 2005 - August 2006
Job Registered Associate
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 2006 - Present
Ocean State of Mind Travel May 2006 - Present
MFS Investment Management May 2005 - August 2006
Skills
Investments, Mutual Funds, Series 7, Strategic Financial..., Estate Planning, Customer Relations, Customer Service, New Business Development, Financial Planning, Series 63, Retirement Planning, Brokerage, Market Research, Investment Research, Financial Analysis, Financial Advisory, Financial Services, Finance, Wealth Management, Portfolio Management, Retirement, Securities, Asset Allocation, Asset Management, Alternative Investments, Investment Strategies, Equities, Fixed Income, Investment Advisory, Bloomberg, Hedge Funds, Trading
Education
Providence College 2001 — 2005
Bachelor's Degree, Finance, General
Morgan Stanley Wealth Management August 2006 - Present
Ocean State of Mind Travel May 2006 - Present
MFS Investment Management May 2005 - August 2006
Skills
Investments, Mutual Funds, Series 7, Strategic Financial..., Estate Planning, Customer Relations, Customer Service, New Business Development, Financial Planning, Series 63, Retirement Planning, Brokerage, Market Research, Investment Research, Financial Analysis, Financial Advisory, Financial Services, Finance, Wealth Management, Portfolio Management, Retirement, Securities, Asset Allocation, Asset Management, Alternative Investments, Investment Strategies, Equities, Fixed Income, Investment Advisory, Bloomberg, Hedge Funds, Trading
Education
Providence College 2001 — 2005
Bachelor's Degree, Finance, General
Antony Courtney Antony Courtney's MFS Investment Management Experience 1988 - 1991
Job Senior Director, Head of U.S. RIA Channel Management Solutions at S&P Dow Jones Indices
Industry Financial Services
Experience
S&P Dow Jones Indices March 2013 - Present
S&P Dow Jones Indices November 2010 - March 2013
Newport Investment Management October 2009 - November 2010
Banc of America Investments September 2007 - February 2009
Janus Capital Group February 2006 - September 2007
Barclays Global Investors-iShares February 2000 - March 2005
MFS Investment Management 1988 - 1991
Skills
Business Development, Investments, Leadership, Financial Advisory, Capital Markets, FINRA, CRM, Portfolio Management, Investment Strategies, Strategic Planning, Strategy, Strategic Financial..., Financial Services, Securities, Mutual Funds, Bonds, Start-ups, Equities, Product Management, Management, Asset Management, Asset Allocation, Wealth Management, Business Planning, Business Strategy, ETFs, Investment Advisory
Education
Providence College 1982 — 1986
BA, Political Science
Williston-Northampton School 1979 — 1982
S&P Dow Jones Indices March 2013 - Present
S&P Dow Jones Indices November 2010 - March 2013
Newport Investment Management October 2009 - November 2010
Banc of America Investments September 2007 - February 2009
Janus Capital Group February 2006 - September 2007
Barclays Global Investors-iShares February 2000 - March 2005
MFS Investment Management 1988 - 1991
Skills
Business Development, Investments, Leadership, Financial Advisory, Capital Markets, FINRA, CRM, Portfolio Management, Investment Strategies, Strategic Planning, Strategy, Strategic Financial..., Financial Services, Securities, Mutual Funds, Bonds, Start-ups, Equities, Product Management, Management, Asset Management, Asset Allocation, Wealth Management, Business Planning, Business Strategy, ETFs, Investment Advisory
Education
Providence College 1982 — 1986
BA, Political Science
Williston-Northampton School 1979 — 1982
Yodahe Kifle Berhanu Yodahe Kifle Berhanu's MFS Investment Management Experience July 2015 - Present
Job Equity Trading Support at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management July 2015 - Present
GAWT International Business July 2014 - August 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Bloomberg, Investments, Financial Analysis, Equities, Business Analysis, Analysis
Education
Northeastern University 2013 — 2018
Bachelor of Business Administration (B.B.A.), Finance, General
Sandford International School 1996 — 2013
High School, International Baccalaureate Diploma
MFS Investment Management July 2015 - Present
GAWT International Business July 2014 - August 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Bloomberg, Investments, Financial Analysis, Equities, Business Analysis, Analysis
Education
Northeastern University 2013 — 2018
Bachelor of Business Administration (B.B.A.), Finance, General
Sandford International School 1996 — 2013
High School, International Baccalaureate Diploma
Josiah Winslow Josiah Winslow's MFS Investment Management Experience 1997 - 2004
Job AVP & Associate Counsel at John Hancock Insurance
Industry Financial Services
Experience
John Hancock Insurance January 2014 - Present
John Hancock Life Insurance Company (U.S.A.) July 2008 - January 2014
Internships and Part-Time Employee September 2005 - June 2008
Natixis (CDC IXIS/IXIS Asset Management) 2004 - 2005
MFS Investment Management 1997 - 2004
Skills
Estate Planning, Strategic Financial..., Financial Analysis, Marketing, Compliance, Building Relationships, Relationship Mgmt, Cross-functional Team..., Cross-departmental..., Cross Departmental..., Process Design, Life Insurance, Mutual Funds, Annuities, Separately Managed..., Series 6, Series 63, Financial Services, Fixed Annuities
Education
Suffolk Law School 2005 — 2008
With Distinction, Business Law & Financial Services Concentration
Northwestern University 1994 — 1997
BA, Economics
John Hancock Insurance January 2014 - Present
John Hancock Life Insurance Company (U.S.A.) July 2008 - January 2014
Internships and Part-Time Employee September 2005 - June 2008
Natixis (CDC IXIS/IXIS Asset Management) 2004 - 2005
MFS Investment Management 1997 - 2004
Skills
Estate Planning, Strategic Financial..., Financial Analysis, Marketing, Compliance, Building Relationships, Relationship Mgmt, Cross-functional Team..., Cross-departmental..., Cross Departmental..., Process Design, Life Insurance, Mutual Funds, Annuities, Separately Managed..., Series 6, Series 63, Financial Services, Fixed Annuities
Education
Suffolk Law School 2005 — 2008
With Distinction, Business Law & Financial Services Concentration
Northwestern University 1994 — 1997
BA, Economics
Shelby Guisti's MFS Investment Management Experience January 2014 - August 2014
Job Sales Development Representative at VMTurbo
Industry Marketing and Advertising
Experience
VMTurbo July 2015 - Present
MFS Investment Management January 2014 - August 2014
NSTAR December 2012 - June 2013
Tastefully Done Restaurant and Catering June 2008 - June 2013
Sales Associates November 2011 - June 2012
Skills
Proficient in Microsoft..., Sales, Time Management, Customer Service, Marketing, Management, Retail, Salesforce.com, Microsoft Excel, PowerPoint, Marketing Strategy, Microsoft Word, Marketing Communications, Facebook, Social Networking, Social Media Marketing
Education
Northeastern University 2011 — 2015
Bachelor of Science in Business Administration, Marketing
The American University of Rome 2014 — 2014
University of South Carolina - The Moore School of Business 2010 — 2011
Business Administration and Management, General
VMTurbo July 2015 - Present
MFS Investment Management January 2014 - August 2014
NSTAR December 2012 - June 2013
Tastefully Done Restaurant and Catering June 2008 - June 2013
Sales Associates November 2011 - June 2012
Skills
Proficient in Microsoft..., Sales, Time Management, Customer Service, Marketing, Management, Retail, Salesforce.com, Microsoft Excel, PowerPoint, Marketing Strategy, Microsoft Word, Marketing Communications, Facebook, Social Networking, Social Media Marketing
Education
Northeastern University 2011 — 2015
Bachelor of Science in Business Administration, Marketing
The American University of Rome 2014 — 2014
University of South Carolina - The Moore School of Business 2010 — 2011
Business Administration and Management, General
Elena Brennan Elena Brennan's MFS Investment Management Experience July 2013 - Present
Job Litigation Analyst
Industry Legal Services
Experience
MFS Investment Management July 2013 - Present
Massachusetts Attorney General's Office February 2012 - July 2013
Law Office of Jeffrey B. Rubin, P.C. May 2011 - July 2011
Skills
Legal research..., Microsoft Office, Abacus Law, Civil Litigation, Immigration Law, Pleadings, Document Drafting, PACER, CT Summation, Damion, Legal Research, Westlaw, Trials
Education
Suffolk University 2010 — 2011
Bachelors of Arts or Sciences Degree, Paralegal Studies
Quincy College 2006 — 2010
A.S., Paralegal Studies
Voronezh State University 2002 — 2005
Attended, Political Science
MFS Investment Management July 2013 - Present
Massachusetts Attorney General's Office February 2012 - July 2013
Law Office of Jeffrey B. Rubin, P.C. May 2011 - July 2011
Skills
Legal research..., Microsoft Office, Abacus Law, Civil Litigation, Immigration Law, Pleadings, Document Drafting, PACER, CT Summation, Damion, Legal Research, Westlaw, Trials
Education
Suffolk University 2010 — 2011
Bachelors of Arts or Sciences Degree, Paralegal Studies
Quincy College 2006 — 2010
A.S., Paralegal Studies
Voronezh State University 2002 — 2005
Attended, Political Science
Anne Soucy Anne Soucy's MFS Investment Management Experience 1988 - 1992
Job Vice PresidentDCIOMutual Funds at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial September 2010 - Present
Old Mutual Financial Network December 2007 - February 2009
Old Mutual Asset Management December 2007 - February 2009
FRC 2006 - 2007
Consultant 2003 - 2007
Rydex Investments 2004 - 2005
Sun Life Distributors 1997 - 2000
MetLife Investors 1996 - 1997
MFS 1992 - 1996
MFS Investment Management 1988 - 1992
Skills
Mutual Funds, Financial Services, Relationship Management, Retirement Planning, Series 63, Asset Allocation, Investments, Alternative Investments, Annuities, Retirement Income..., Asset Management, Start-ups, Leadership, Sales, Variable Annuities, Management, Marketing, Strategic Planning, Securities
Education
Plymouth State University
BS
Nationwide Financial September 2010 - Present
Old Mutual Financial Network December 2007 - February 2009
Old Mutual Asset Management December 2007 - February 2009
FRC 2006 - 2007
Consultant 2003 - 2007
Rydex Investments 2004 - 2005
Sun Life Distributors 1997 - 2000
MetLife Investors 1996 - 1997
MFS 1992 - 1996
MFS Investment Management 1988 - 1992
Skills
Mutual Funds, Financial Services, Relationship Management, Retirement Planning, Series 63, Asset Allocation, Investments, Alternative Investments, Annuities, Retirement Income..., Asset Management, Start-ups, Leadership, Sales, Variable Annuities, Management, Marketing, Strategic Planning, Securities
Education
Plymouth State University
BS
Jason Hine Jason Hine's MFS Investment Management Experience May 1999 - December 2002
Job Supervisor at First Investors Corporation
Industry Financial Services
Experience
First Investors Corporation April 2004 - Present
MFS Investment Management May 1999 - December 2002
Phoenix Investment Partners 1994 - 1999
Skills
Customer Service, Call Center, Microsoft Office, Strategic Planning, Coaching, Project Management, Risk Management, Business Analysis, Series 63, Organizational..., Leadership Development, Process Improvement, Vendor Management, Series 7, Series 24, Transfer Agency, Call Centers
Education
Nyack College
BS
First Investors Corporation April 2004 - Present
MFS Investment Management May 1999 - December 2002
Phoenix Investment Partners 1994 - 1999
Skills
Customer Service, Call Center, Microsoft Office, Strategic Planning, Coaching, Project Management, Risk Management, Business Analysis, Series 63, Organizational..., Leadership Development, Process Improvement, Vendor Management, Series 7, Series 24, Transfer Agency, Call Centers
Education
Nyack College
BS
Wyatt Peoples's MFS Investment Management Experience January 2010 - July 2010
Job Sales Analyst at Smith Optics
Industry Sporting Goods
Experience
Smith Optics March 2015 - Present
Smith Sport Optics August 2013 - Present
State Street Global Advisors January 2012 - August 2012
Sam's Great Northern Lobster Bakes April 2006 - September 2011
Haley G. Lobster Services April 2011 - August 2011
MFS Investment Management January 2010 - July 2010
Asia West April 2009 - September 2009
Skills
Microsoft Excel..., Microsoft Word, Microsoft Powerpoint, Microsoft Office, Microsoft Excel, Analysis, Financial Analysis, Social Media, Bloomberg, Sales, Finance, Portfolio Management, Investments, Social Media Marketing
Education
Northeastern University 2008 — 2012
Bachelor of Science in Business Administration, Finance, Marketing
American College of Thessaloniki Greece 2008 — 2008
Study Abroad
North Yarmouth Academy 2004 — 2008
Diploma, College Preparatory
Scarborough
Smith Optics March 2015 - Present
Smith Sport Optics August 2013 - Present
State Street Global Advisors January 2012 - August 2012
Sam's Great Northern Lobster Bakes April 2006 - September 2011
Haley G. Lobster Services April 2011 - August 2011
MFS Investment Management January 2010 - July 2010
Asia West April 2009 - September 2009
Skills
Microsoft Excel..., Microsoft Word, Microsoft Powerpoint, Microsoft Office, Microsoft Excel, Analysis, Financial Analysis, Social Media, Bloomberg, Sales, Finance, Portfolio Management, Investments, Social Media Marketing
Education
Northeastern University 2008 — 2012
Bachelor of Science in Business Administration, Finance, Marketing
American College of Thessaloniki Greece 2008 — 2008
Study Abroad
North Yarmouth Academy 2004 — 2008
Diploma, College Preparatory
Scarborough
Ryan Leary Ryan Leary's MFS Investment Management Experience January 2010 - June 2010
Job Hedge Fund Accounting Specialist at J.P. Morgan
Industry Financial Services
Experience
HighVista Strategies June 2015 - Present
J.P. Morgan August 2013 - May 2015
Hellman Jordan Management Company January 2011 - June 2012
MFS Investment Management January 2010 - June 2010
Skills
Investments, Leadership, Microsoft Office, Microsoft Excel, Finance, Financial Analysis, PowerPoint, Microsoft Word, Equities, Mutual Funds, Financial Modeling, Securities, Customer Service, Financial Services, Hedge Funds, Accounting, Valuation
Education
Northeastern University 2009 — 2013
Bachelor's degree, Finance, General, 3.23
Xavier High School 2005 — 2008
HighVista Strategies June 2015 - Present
J.P. Morgan August 2013 - May 2015
Hellman Jordan Management Company January 2011 - June 2012
MFS Investment Management January 2010 - June 2010
Skills
Investments, Leadership, Microsoft Office, Microsoft Excel, Finance, Financial Analysis, PowerPoint, Microsoft Word, Equities, Mutual Funds, Financial Modeling, Securities, Customer Service, Financial Services, Hedge Funds, Accounting, Valuation
Education
Northeastern University 2009 — 2013
Bachelor's degree, Finance, General, 3.23
Xavier High School 2005 — 2008
Michael Virginio's MFS Investment Management Experience February 2015 - Present
Job Security Engineer II
Industry Information Technology and Services
Experience
MFS Investment Management February 2015 - Present
MFS Investment Management October 2012 - February 2015
Liberty Mutual July 2011 - October 2012
Security and Risk Analysis Club April 2009 - May 2011
Fidelity Investments June 2010 - August 2010
Fidelity Investments June 2009 - August 2009
Skills
Information Security, Analysis, Firewalls, Risk Analysis, C++, SQL, SharePoint, Technical Writing, Information Assurance, Excel, Problem Solving, Wireless Security, CISSP, Powershell, Vulnerability Assessment, Access, Minitab, Computer Security, ArcGIS, PowerPoint, Network Security, Microsoft Excel
Education
Penn State University 2007 — 2011
B.S., Security and Risk Analysis
Needham High School 2003 — 2007
MFS Investment Management February 2015 - Present
MFS Investment Management October 2012 - February 2015
Liberty Mutual July 2011 - October 2012
Security and Risk Analysis Club April 2009 - May 2011
Fidelity Investments June 2010 - August 2010
Fidelity Investments June 2009 - August 2009
Skills
Information Security, Analysis, Firewalls, Risk Analysis, C++, SQL, SharePoint, Technical Writing, Information Assurance, Excel, Problem Solving, Wireless Security, CISSP, Powershell, Vulnerability Assessment, Access, Minitab, Computer Security, ArcGIS, PowerPoint, Network Security, Microsoft Excel
Education
Penn State University 2007 — 2011
B.S., Security and Risk Analysis
Needham High School 2003 — 2007
Paula Luzzi, CIMA® Paula Luzzi, CIMA®'s MFS Investment Management Experience September 1999 - August 2001
Job Agency Owner at Allstate
Industry Insurance
Experience
Allstate November 2011 - Present
State Street Global Advisors February 2008 - September 2011
LPL Financial September 2003 - February 2008
Rosenthal Financial October 2001 - September 2003
MFS Investment Management September 1999 - August 2001
Skills
Mutual Funds, Property & Casualty..., Retirement Planning, ETFs, Insurance, Financial Services, Investments, Life Insurance
Education
Providence College 1996 — 1999
BS, Finance
Seton Hall University 1995 — 1996
St Bernard High School
Allstate November 2011 - Present
State Street Global Advisors February 2008 - September 2011
LPL Financial September 2003 - February 2008
Rosenthal Financial October 2001 - September 2003
MFS Investment Management September 1999 - August 2001
Skills
Mutual Funds, Property & Casualty..., Retirement Planning, ETFs, Insurance, Financial Services, Investments, Life Insurance
Education
Providence College 1996 — 1999
BS, Finance
Seton Hall University 1995 — 1996
St Bernard High School
Olivia Tanuwidjaja Olivia Tanuwidjaja's MFS Investment Management Experience January 2013 - June 2013
Job Associate Intern at The Boston Consulting Group
Industry Financial Services
Experience
The Boston Consulting Group September 2015 - Present
Northeastern University 2015 - Present
New Boston Fund July 2014 - December 2014
MFS Investment Management January 2013 - June 2013
PT Asuransi Sinar Mas June 2011 - June 2011
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, Equities, Investments, Fixed Income, Mutual Funds, Asset Management, Financial Reporting, Valuation, Bloomberg Terminal, Nexus, Oracle, Timberline Accounting, Sage Timberline Office, Cost Accounting, ERP, Bloomberg
Education
Northeastern University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting and Finance
The Boston Consulting Group September 2015 - Present
Northeastern University 2015 - Present
New Boston Fund July 2014 - December 2014
MFS Investment Management January 2013 - June 2013
PT Asuransi Sinar Mas June 2011 - June 2011
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, Equities, Investments, Fixed Income, Mutual Funds, Asset Management, Financial Reporting, Valuation, Bloomberg Terminal, Nexus, Oracle, Timberline Accounting, Sage Timberline Office, Cost Accounting, ERP, Bloomberg
Education
Northeastern University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Owen Kiernan Owen Kiernan's MFS Investment Management Experience June 2013 - Present
Job Defined Contribution Investment Specialist at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management June 2013 - Present
MFS Investment Management October 2009 - May 2013
MFS Investment Management October 2008 - September 2009
Evergreen Investments September 2007 - September 2008
Skills
Series 63, Series 7, Series 6, Proficient in French. ..., Sales, Retirement, Asset Allocation, Finance, Investments, Mutual Funds, Relationship Management, Asset Management
Education
Providence College 2002 — 2006
Bachelor of Arts (B.A.), Economics
Boston College High School 1998 — 2002
MFS Investment Management June 2013 - Present
MFS Investment Management October 2009 - May 2013
MFS Investment Management October 2008 - September 2009
Evergreen Investments September 2007 - September 2008
Skills
Series 63, Series 7, Series 6, Proficient in French. ..., Sales, Retirement, Asset Allocation, Finance, Investments, Mutual Funds, Relationship Management, Asset Management
Education
Providence College 2002 — 2006
Bachelor of Arts (B.A.), Economics
Boston College High School 1998 — 2002
Rob Ranley's MFS Investment Management Experience July 2006 - December 2006
Job Senior Associate, Regulatory Risk Advisory at KPMG
Industry Financial Services
Experience
KPMG September 2014 - Present
State Street November 2013 - September 2014
State Street Bank March 2012 - November 2013
State Street Bank March 2010 - March 2012
State Street Bank June 2009 - March 2010
Wellington Management July 2007 - December 2007
MFS Investment Management July 2006 - December 2006
Skills
Derivatives, Financial Services, Banking, Investments, Financial Risk, Mutual Funds, Process Improvement, Due Diligence, Analysis, Data Analysis, Bloomberg, Financial Analysis, Financial Reporting, Internal Audit, Risk Management, Credit Risk, Accounting
Education
Boston College - Wallace E. Carroll Graduate School of Management 2011 — 2013
MBA / MS Finance, Finance
Northeastern University 2004 — 2009
BSBA, Finance & Insurance, Management
KPMG September 2014 - Present
State Street November 2013 - September 2014
State Street Bank March 2012 - November 2013
State Street Bank March 2010 - March 2012
State Street Bank June 2009 - March 2010
Wellington Management July 2007 - December 2007
MFS Investment Management July 2006 - December 2006
Skills
Derivatives, Financial Services, Banking, Investments, Financial Risk, Mutual Funds, Process Improvement, Due Diligence, Analysis, Data Analysis, Bloomberg, Financial Analysis, Financial Reporting, Internal Audit, Risk Management, Credit Risk, Accounting
Education
Boston College - Wallace E. Carroll Graduate School of Management 2011 — 2013
MBA / MS Finance, Finance
Northeastern University 2004 — 2009
BSBA, Finance & Insurance, Management
Shang-Hsun Tsai Shang-Hsun Tsai's MFS Investment Management Experience July 2014 - December 2014
Job Manual QA at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management July 2014 - December 2014
TSMC August 2013 - December 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Data Analysis, Research, English, Teamwork, Management, Financial Analysis, SQL
Education
Northeastern University 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General, 3.24
MFS Investment Management July 2014 - December 2014
TSMC August 2013 - December 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Data Analysis, Research, English, Teamwork, Management, Financial Analysis, SQL
Education
Northeastern University 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General, 3.24
Teddy Lee Teddy Lee's MFS Investment Management Experience June 2013 - December 2013
Job Pricing Analyst at State Street
Industry Financial Services
Experience
State Street May 2015 - Present
John Hancock Financial Services June 2014 - December 2014
MFS Investment Management June 2013 - December 2013
Great-West Financial June 2012 - December 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Marketing, Customer Service, 401k, Relationship Management, Retirement Planning, Mutual Funds, CRM Databases, FactSet, Finance
Education
Northeastern University 2010 — 2015
Bachelor's Degree, Finance, Economics
North Quincy High School 2005 — 2009
High School Diploma
State Street May 2015 - Present
John Hancock Financial Services June 2014 - December 2014
MFS Investment Management June 2013 - December 2013
Great-West Financial June 2012 - December 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Marketing, Customer Service, 401k, Relationship Management, Retirement Planning, Mutual Funds, CRM Databases, FactSet, Finance
Education
Northeastern University 2010 — 2015
Bachelor's Degree, Finance, Economics
North Quincy High School 2005 — 2009
High School Diploma
Shan Dave Shan Dave's MFS Investment Management Experience February 2006 - March 2008
Job John Hancock Financial
Industry Financial Services
Experience
John Hancock Financial Services April 2015 - Present
Irepress 1998 - Present
John Hancock Life Insurance Company (U.S.A.) July 2010 - April 2015
MFS Investment Management February 2006 - March 2008
Dana-Farber Cancer Institute January 2004 - January 2006
Skills
Project Management, Customer Service, Outlook, Strategic Planning, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Business Development, Staff Development, HTML, Financial Analysis, Insurance, Investments, Financial Services
Education
Northeastern University 2002 — 2005
BS, Music Business/Business Admin
UMass Lowell 1999 — 2002
Management Information Systems, General
John Hancock Financial Services April 2015 - Present
Irepress 1998 - Present
John Hancock Life Insurance Company (U.S.A.) July 2010 - April 2015
MFS Investment Management February 2006 - March 2008
Dana-Farber Cancer Institute January 2004 - January 2006
Skills
Project Management, Customer Service, Outlook, Strategic Planning, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Business Development, Staff Development, HTML, Financial Analysis, Insurance, Investments, Financial Services
Education
Northeastern University 2002 — 2005
BS, Music Business/Business Admin
UMass Lowell 1999 — 2002
Management Information Systems, General
Brian Janiak Brian Janiak's MFS Investment Management Experience June 2013 - Present
Job Regional Sales Representative at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management June 2013 - Present
MFS Investment Management May 2011 - June 2013
Goodman Media International July 2010 - August 2010
Hilton Head Monthly August 2005 - December 2005
Carolina Morning News June 2003 - August 2004
Education
Ohio Wesleyan University 2008 — 2011
Sociology
Villanova University 2006 — 2008
Communications
MFS Investment Management June 2013 - Present
MFS Investment Management May 2011 - June 2013
Goodman Media International July 2010 - August 2010
Hilton Head Monthly August 2005 - December 2005
Carolina Morning News June 2003 - August 2004
Education
Ohio Wesleyan University 2008 — 2011
Sociology
Villanova University 2006 — 2008
Communications
Jeff Koskinen Jeff Koskinen's MFS Investment Management Experience December 2006 - April 2012
Job External Wholesaler at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments June 2012 - Present
MFS Investment Management December 2006 - April 2012
Van Kampen Funds June 2004 - December 2006
Van Kampen Funds June 2002 - December 2004
Van Kampen Funds January 2001 - June 2002
Meijer April 2000 - January 2001
ALDI Stores June 1990 - April 2000
Education
Northern Illinois University 1986 — 1990
Bachelor of Arts (B.A.), Communication and Media Studies
John Hancock Investments June 2012 - Present
MFS Investment Management December 2006 - April 2012
Van Kampen Funds June 2004 - December 2006
Van Kampen Funds June 2002 - December 2004
Van Kampen Funds January 2001 - June 2002
Meijer April 2000 - January 2001
ALDI Stores June 1990 - April 2000
Education
Northern Illinois University 1986 — 1990
Bachelor of Arts (B.A.), Communication and Media Studies
Roger Viola Roger Viola's MFS Investment Management Experience July 2012 - January 2013
Job GE FMP
Industry Financial Services
Experience
GE Power & Water December 2014 - Present
GE Measurement & Control May 2013 - December 2013
MFS Investment Management July 2012 - January 2013
b.good September 2011 - March 2012
Back on My Feet January 2011 - June 2011
Skills
PowerPoint, Microsoft Excel, Financial Reporting, Data Analysis, Community Outreach, Customer Service, Financial Analysis, Microsoft Word, Nonprofits, Fundraising, Event Management, Outlook, Microsoft Office, Social Media Marketing, Sales, Salesforce.com, Accounting, Bloomberg, Oracle, Cognos
Education
Northeastern University 2010 — 2014
Bachelor of Business Administration (B.B.A.)
ABRHS
GE Power & Water December 2014 - Present
GE Measurement & Control May 2013 - December 2013
MFS Investment Management July 2012 - January 2013
b.good September 2011 - March 2012
Back on My Feet January 2011 - June 2011
Skills
PowerPoint, Microsoft Excel, Financial Reporting, Data Analysis, Community Outreach, Customer Service, Financial Analysis, Microsoft Word, Nonprofits, Fundraising, Event Management, Outlook, Microsoft Office, Social Media Marketing, Sales, Salesforce.com, Accounting, Bloomberg, Oracle, Cognos
Education
Northeastern University 2010 — 2014
Bachelor of Business Administration (B.B.A.)
ABRHS
Nicholas Stearns Nicholas Stearns's MFS Investment Management Experience January 2008 - June 2008
Job Business
Industry Consumer Goods
Experience
Liberty Mutual Insurance December 2012 - November 2013
Liberty Mutual Insurance June 2011 - December 2012
State Street December 2009 - August 2010
New England Private Wealth Advisors, LLC January 2009 - June 2009
MFS Investment Management January 2008 - June 2008
Skills
Microsoft Excel, Microsoft Office, Insurance, Finance, Auditing, Management, Negotiation, Internal Controls, Time Management, Policy, Risk Management, Process Improvement, Research, Forecasting
Education
Northeastern University 2006 — 2011
Bachelor of Science in Business Administration, 3.52 GPA
Liberty Mutual Insurance December 2012 - November 2013
Liberty Mutual Insurance June 2011 - December 2012
State Street December 2009 - August 2010
New England Private Wealth Advisors, LLC January 2009 - June 2009
MFS Investment Management January 2008 - June 2008
Skills
Microsoft Excel, Microsoft Office, Insurance, Finance, Auditing, Management, Negotiation, Internal Controls, Time Management, Policy, Risk Management, Process Improvement, Research, Forecasting
Education
Northeastern University 2006 — 2011
Bachelor of Science in Business Administration, 3.52 GPA
Samantha Nyren's MFS Investment Management Experience 2008 - 2008
Job HR Manager and Generalist
Industry Retail
Experience
Lowe's Companies, Inc. November 2014 - Present
Northeastern University June 2011 - November 2014
MGH Institute of Health Professions January 2011 - June 2011
Raytheon 2009 - 2009
MFS Investment Management 2008 - 2008
Skills
Microsoft Office, Human Resources, Data Analysis, Event Planning, PowerPoint, Research, Customer Service, Higher Education, Microsoft Word, Teaching, Community Outreach, Outlook, Public Speaking, Microsoft Excel
Education
Northeastern University 2012 — 2014
Master of Science in Business Administration, Human Resources Management
Northeastern University 2006 — 2011
Bachelor of Science in Business Administration, Management, Marketing, Sociology
Lowe's Companies, Inc. November 2014 - Present
Northeastern University June 2011 - November 2014
MGH Institute of Health Professions January 2011 - June 2011
Raytheon 2009 - 2009
MFS Investment Management 2008 - 2008
Skills
Microsoft Office, Human Resources, Data Analysis, Event Planning, PowerPoint, Research, Customer Service, Higher Education, Microsoft Word, Teaching, Community Outreach, Outlook, Public Speaking, Microsoft Excel
Education
Northeastern University 2012 — 2014
Master of Science in Business Administration, Human Resources Management
Northeastern University 2006 — 2011
Bachelor of Science in Business Administration, Management, Marketing, Sociology
Brian Goehl, CIMA®'s MFS Investment Management Experience March 2004 - May 2006
Job Vice President at Atlas Resources, LLC, an affiliate of Atlas Resource Partners, L.P.
Industry Investment Management
Experience
Atlas Resources, LLC, an affiliate of Atlas Resource Partners, L.P. October 2014 - Present
ICON Investments March 2013 - October 2014
DWS Investments/Deutsche Bank May 2006 - February 2013
MFS Investment Management March 2004 - May 2006
Wells Real Estate Funds March 2002 - April 2004
Skills
Alternative Investments, Mutual Funds, Investments, Equities, Fixed Income, Financial Advisory, Fixed Annuities, 401k, Real Estate, Wealth, Sales Operations, Series 7, Commodity, Series 63, Securities, Asset Allocation, Asset Management, Wealth Management, Portfolio Management, Public Speaking
Education
University of Pennsylvania - The Wharton School 2005 — 2006
CIMA, Investment Management
Strategic Coach 2005 — 2005
Business/Time Management
Communicate to Connect 2004 — 2004
Public Speaking
SpeakEasy 2002 — 2002
Public Speaking
Purdue University 1991 — 1996
Bachelor of Science (BS)
Atlas Resources, LLC, an affiliate of Atlas Resource Partners, L.P. October 2014 - Present
ICON Investments March 2013 - October 2014
DWS Investments/Deutsche Bank May 2006 - February 2013
MFS Investment Management March 2004 - May 2006
Wells Real Estate Funds March 2002 - April 2004
Skills
Alternative Investments, Mutual Funds, Investments, Equities, Fixed Income, Financial Advisory, Fixed Annuities, 401k, Real Estate, Wealth, Sales Operations, Series 7, Commodity, Series 63, Securities, Asset Allocation, Asset Management, Wealth Management, Portfolio Management, Public Speaking
Education
University of Pennsylvania - The Wharton School 2005 — 2006
CIMA, Investment Management
Strategic Coach 2005 — 2005
Business/Time Management
Communicate to Connect 2004 — 2004
Public Speaking
SpeakEasy 2002 — 2002
Public Speaking
Purdue University 1991 — 1996
Bachelor of Science (BS)
Beth Crooker Beth Crooker's MFS Investment Management Experience April 2013 - Present
Job Divisional Controller at MFS Investment Management
Industry Financial Services
Clarissa Wilkins Clarissa Wilkins's MFS Investment Management Experience September 2009 - April 2010
Job Project Administrator at Boston Children's Hospital
Industry Financial Services
Experience
Boston Children's Hospital June 2015 - Present
Janney Montgomery Scott LLC August 2014 - May 2015
Fidelity Investments March 2011 - June 2014
The Palladium Group May 2010 - February 2011
MFS Investment Management September 2009 - April 2010
New England Strategic Development Corporation September 2008 - April 2010
Fidelity Investments June 2005 - March 2008
Skills
Outlook, Administrative..., Microsoft Excel, Visio, Lotus Notes, Access, PowerPoint, Microsoft Office, Customer Service, Microsoft Word, Office Management, Financial Services, Management, Human Resources, Program Management, Marketing, Social Media, Travel Arrangements, Calendars, Event Planning, Leadership, Analysis, Research, Sales, Strategic Planning, Public Speaking, Fundraising, Process Improvement, Interviews, Onboarding, Team Building, Nonprofits
Education
Providence College 2003 — 2007
Bachelor of Arts (B.A.), Sociology
Providence College 2003 — 2007
Bachelor of Arts (B.A.), Sociology
Boston Children's Hospital June 2015 - Present
Janney Montgomery Scott LLC August 2014 - May 2015
Fidelity Investments March 2011 - June 2014
The Palladium Group May 2010 - February 2011
MFS Investment Management September 2009 - April 2010
New England Strategic Development Corporation September 2008 - April 2010
Fidelity Investments June 2005 - March 2008
Skills
Outlook, Administrative..., Microsoft Excel, Visio, Lotus Notes, Access, PowerPoint, Microsoft Office, Customer Service, Microsoft Word, Office Management, Financial Services, Management, Human Resources, Program Management, Marketing, Social Media, Travel Arrangements, Calendars, Event Planning, Leadership, Analysis, Research, Sales, Strategic Planning, Public Speaking, Fundraising, Process Improvement, Interviews, Onboarding, Team Building, Nonprofits
Education
Providence College 2003 — 2007
Bachelor of Arts (B.A.), Sociology
Providence College 2003 — 2007
Bachelor of Arts (B.A.), Sociology
Greg DeMattos's MFS Investment Management Experience October 2004 - August 2006
Job Senior Financial Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2012 - Present
Fidelity Investments August 2007 - August 2012
Investors Bank & Trust August 2006 - August 2007
MFS Investment Management October 2004 - August 2006
State Street September 1996 - October 2004
Skills
Mutual Funds, Investments
Education
Providence College
Bachelor of Science (BS), Finance
Fidelity Investments August 2012 - Present
Fidelity Investments August 2007 - August 2012
Investors Bank & Trust August 2006 - August 2007
MFS Investment Management October 2004 - August 2006
State Street September 1996 - October 2004
Skills
Mutual Funds, Investments
Education
Providence College
Bachelor of Science (BS), Finance
Samantha Grenier Samantha Grenier's MFS Investment Management Experience January 2008 - September 2008
Job Office Manager at Winslow Technology Group
Industry Information Technology and Services
Experience
Winslow Technology Group January 2010 - Present
MFS Investment Management January 2008 - September 2008
Education
Northeastern University 2007 — 2010
BA, Business
Winslow Technology Group January 2010 - Present
MFS Investment Management January 2008 - September 2008
Education
Northeastern University 2007 — 2010
BA, Business
Samantha Grenier Samantha Grenier's MFS Investment Management Experience January 2009 - August 2009
Job Manager of Finance and Admin at WTG
Industry Information Technology and Services
Experience
Winslow Technology Group January 2010 - Present
MFS Investment Management January 2009 - August 2009
Education
Northeastern University 2007 — 2010
Bachelor's degree in Business, Entrepreneurship/Entrepreneurial Studies and Management
Winslow Technology Group January 2010 - Present
MFS Investment Management January 2009 - August 2009
Education
Northeastern University 2007 — 2010
Bachelor's degree in Business, Entrepreneurship/Entrepreneurial Studies and Management
Shyla Melwani's MFS Investment Management Experience January 2015 - Present
Job Public & Media Relations at MFS Investment Management
Industry Marketing and Advertising
Experience
MFS Investment Management January 2015 - Present
EF Education First January 2014 - June 2014
Melcom Group of Companies June 2012 - September 2012
Young Enterprise UK September 2010 - April 2011
Skills
Microsoft Office, Microsoft Word, Customer Service, Microsoft Excel, Research, PowerPoint, Data Analysis, Social Media, Social Networking, Social Media Marketing, Marketing Strategy, Leadership, Teamwork, Public Speaking, Public Relations, Event Planning, Marketing, Management, Facebook, Time Management, Event Management, Twitter, Photoshop, Marketing Communications
Education
Northeastern University 2012 — 2016
Bachelor's Degree, Marketing & Entrepreneurship, Junior
The King's School, Canterbury 2007 — 2012
High School
MFS Investment Management January 2015 - Present
EF Education First January 2014 - June 2014
Melcom Group of Companies June 2012 - September 2012
Young Enterprise UK September 2010 - April 2011
Skills
Microsoft Office, Microsoft Word, Customer Service, Microsoft Excel, Research, PowerPoint, Data Analysis, Social Media, Social Networking, Social Media Marketing, Marketing Strategy, Leadership, Teamwork, Public Speaking, Public Relations, Event Planning, Marketing, Management, Facebook, Time Management, Event Management, Twitter, Photoshop, Marketing Communications
Education
Northeastern University 2012 — 2016
Bachelor's Degree, Marketing & Entrepreneurship, Junior
The King's School, Canterbury 2007 — 2012
High School
Shawn Carlson's MFS Investment Management Experience April 2006 - April 2007
Job SharePoint Architect at Cabot Corporation
Industry Chemicals
Experience
Cabot Corporation April 2011 - Present
Cabot Corporation May 2007 - April 2011
MFS Investment Management April 2006 - April 2007
Polartec 1998 - 2006
Skills
SharePoint, Microsoft SQL Server, SSRS, ASP.NET, C#, SSIS, Project Management, .NET, Visual Basic, PeopleSoft, SharePoint 2013, OneDrive, InfoPath, REST, Java, jQuery
Education
Northeastern University
BS, Information Technology
Cabot Corporation April 2011 - Present
Cabot Corporation May 2007 - April 2011
MFS Investment Management April 2006 - April 2007
Polartec 1998 - 2006
Skills
SharePoint, Microsoft SQL Server, SSRS, ASP.NET, C#, SSIS, Project Management, .NET, Visual Basic, PeopleSoft, SharePoint 2013, OneDrive, InfoPath, REST, Java, jQuery
Education
Northeastern University
BS, Information Technology
Raffi Kodikian's MFS Investment Management Experience September 1997 - September 1999
Job Broker at Cooper & McCloskey, Inc.
Industry Insurance
Experience
Cooper & McCloskey, Inc. March 2004 - Present
Rental World September 1999 - February 2004
MFS Investment Management September 1997 - September 1999
Skills
Professional Liability, D&O, Employment Practices..., Underwriting, Legal Liability, Liability, Brokers, Insurance, E&O, Insurance Brokerage, Commercial Lines, Excess, Excess & Surplus Lines, Directors & Officers..., Claims Management, Errors & Omissions, Miscellaneous..., Insurance Law, Litigation Management, Commercial Insurance
Education
Northeastern University 1992 — 1997
Bachelor of Arts (B.A.), Journalism
Cooper & McCloskey, Inc. March 2004 - Present
Rental World September 1999 - February 2004
MFS Investment Management September 1997 - September 1999
Skills
Professional Liability, D&O, Employment Practices..., Underwriting, Legal Liability, Liability, Brokers, Insurance, E&O, Insurance Brokerage, Commercial Lines, Excess, Excess & Surplus Lines, Directors & Officers..., Claims Management, Errors & Omissions, Miscellaneous..., Insurance Law, Litigation Management, Commercial Insurance
Education
Northeastern University 1992 — 1997
Bachelor of Arts (B.A.), Journalism
Ellen (Cressy) Cohen's MFS Investment Management Experience 2005 - 2005
Job Relationship Manager at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group January 2013 - Present
The Hartford 1999 - Present
MFS Investment Management 2005 - 2005
MFS Investment Management 1999 - 2005
Skills
Series 63, Series 7, Mutual Funds, 401k, Fixed Annuities, Retirement, Retirement Planning, Asset Allocation, Securities, Wealth Management
Education
Providence College 1992 — 1996
BA, Elementary Education
MassMutual Financial Group January 2013 - Present
The Hartford 1999 - Present
MFS Investment Management 2005 - 2005
MFS Investment Management 1999 - 2005
Skills
Series 63, Series 7, Mutual Funds, 401k, Fixed Annuities, Retirement, Retirement Planning, Asset Allocation, Securities, Wealth Management
Education
Providence College 1992 — 1996
BA, Elementary Education
Neil Clauson's MFS Investment Management Experience May 1996 - September 1999
Job Senior Manager Information Security at CDM Smith
Industry Information Technology and Services
Experience
CDM Smith January 2012 - Present
CDM Smith March 2013 - December 2014
CDM Smith July 2004 - December 2011
Access CardioSystems June 2003 - July 2004
Digital Learning Interactive July 2001 - February 2003
Cahners Business Information September 1999 - June 2001
MFS Investment Management May 1996 - September 1999
Genius Systems and Solutions September 1994 - May 1996
Skills
Security, Network Security, Firewalls, Architecture, Cisco, Cisco Technologies, Data Center, Information Security, Active Directory, Servers, Networking, Enterprise Software, Computer Security, Network Architecture, WAN, Telecommunications, Network Administration, Cloud Computing
Education
Northeastern University 2011 — 2013
High Tech (Innovation) MBA - Class of 2013
Northeastern University 1989 — 1994
BS in Business Administration, MIS
CDM Smith January 2012 - Present
CDM Smith March 2013 - December 2014
CDM Smith July 2004 - December 2011
Access CardioSystems June 2003 - July 2004
Digital Learning Interactive July 2001 - February 2003
Cahners Business Information September 1999 - June 2001
MFS Investment Management May 1996 - September 1999
Genius Systems and Solutions September 1994 - May 1996
Skills
Security, Network Security, Firewalls, Architecture, Cisco, Cisco Technologies, Data Center, Information Security, Active Directory, Servers, Networking, Enterprise Software, Computer Security, Network Architecture, WAN, Telecommunications, Network Administration, Cloud Computing
Education
Northeastern University 2011 — 2013
High Tech (Innovation) MBA - Class of 2013
Northeastern University 1989 — 1994
BS in Business Administration, MIS
Kristen Fulmer's MFS Investment Management Experience November 2004 - October 2005
Job Senior Account Executive at Marketing Results a Casino Marketing Consulting Firm
Industry Marketing and Advertising
Experience
Marketing Results August 2014 - Present
HeBS Digital August 2013 - August 2014
Marketing Results December 2005 - August 2013
MFS Investment Management November 2004 - October 2005
Skills
Marketing, Email Marketing, Direct Marketing, Direct Mail, Social Media Marketing, Digital Marketing, Advertising, Marketing Communications, Online Advertising, Marketing Strategy, Online Marketing, Social Media, Marketing Management, SEO, Database Marketing, Lead Generation, Budgets, Mobile Marketing, Interactive Marketing, Relationship Marketing, Copywriting, PPC, Brand Development
Education
Providence College 2000 — 2004
Bachelors of Science, Marketing
John S. Burke Catholic High School 1996 — 2000
High School
Marketing Results August 2014 - Present
HeBS Digital August 2013 - August 2014
Marketing Results December 2005 - August 2013
MFS Investment Management November 2004 - October 2005
Skills
Marketing, Email Marketing, Direct Marketing, Direct Mail, Social Media Marketing, Digital Marketing, Advertising, Marketing Communications, Online Advertising, Marketing Strategy, Online Marketing, Social Media, Marketing Management, SEO, Database Marketing, Lead Generation, Budgets, Mobile Marketing, Interactive Marketing, Relationship Marketing, Copywriting, PPC, Brand Development
Education
Providence College 2000 — 2004
Bachelors of Science, Marketing
John S. Burke Catholic High School 1996 — 2000
High School
Steele Newman's MFS Investment Management Experience July 2013 - May 2015
Job Associate Director at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management July 2013 - May 2015
Pioneer Investments July 1987 - June 2013
Skills
401k, Risk Management, Financial Services, Retirement Planning, Investments, Wealth Management, Series 7, Series 63, Management, Mutual Funds, Separately Managed..., Finance, Securities, Financial Advisory, Investment Strategies, Alternative Investments, Asset Allocation, Retirement, Asset Management, Uniform Combined State..., Series 6, Fixed Annuities
Education
Northeastern University 1982 — 1987
MFS Investment Management July 2013 - May 2015
Pioneer Investments July 1987 - June 2013
Skills
401k, Risk Management, Financial Services, Retirement Planning, Investments, Wealth Management, Series 7, Series 63, Management, Mutual Funds, Separately Managed..., Finance, Securities, Financial Advisory, Investment Strategies, Alternative Investments, Asset Allocation, Retirement, Asset Management, Uniform Combined State..., Series 6, Fixed Annuities
Education
Northeastern University 1982 — 1987
Laura Bergemann's MFS Investment Management Experience April 2012 - Present
Job Communications Project Specialist at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management April 2012 - Present
MFS Investment Management January 2009 - August 2012
The Hartford March 2003 - January 2009
The Hartford Insurance Group March 2003 - January 2009
Skills
Call Center, PowerPoint, Excel, Mutual Funds, Customer Service, Word, Change Management, Team Building, Team Leadership, Coaching, Performance Management, Writing, Call Centers, Microsoft Excel, Process Improvement, Analysis
Education
University of Hartford 2004 — 2007
MBA, Business
Providence College 1998 — 2002
Bachelor of Science (BS), Marketing
MFS Investment Management April 2012 - Present
MFS Investment Management January 2009 - August 2012
The Hartford March 2003 - January 2009
The Hartford Insurance Group March 2003 - January 2009
Skills
Call Center, PowerPoint, Excel, Mutual Funds, Customer Service, Word, Change Management, Team Building, Team Leadership, Coaching, Performance Management, Writing, Call Centers, Microsoft Excel, Process Improvement, Analysis
Education
University of Hartford 2004 — 2007
MBA, Business
Providence College 1998 — 2002
Bachelor of Science (BS), Marketing
Kristin Hutcheson's MFS Investment Management Experience January 2005 - December 2007
Job Essential Oil Educator for Young Living Essential Oils
Industry Research
Experience
North West Independent School District October 2013 - Present
Young Living Essential Oils May 2013 - Present
St. Peter's Lutheran Church / Concordia Academy March 2013 - June 2013
Lustig, Glaser & Wilson, P.C. July 2009 - July 2012
St. Luke's Preschool March 2008 - June 2011
MFS Investment Management January 2005 - December 2007
State Street September 2004 - December 2004
GOLDK January 2003 - August 2004
Emplanet September 2001 - January 2003
John Hancock February 2000 - August 2001
Skills
Contract Negotiation, Retirement, Microsoft Office, Outlook, Retirement Planning, Mutual Funds, Customer Service, Litigation
Education
Providence College 1993 — 1997
BS, Health Policy and Management / Economics
North West Independent School District October 2013 - Present
Young Living Essential Oils May 2013 - Present
St. Peter's Lutheran Church / Concordia Academy March 2013 - June 2013
Lustig, Glaser & Wilson, P.C. July 2009 - July 2012
St. Luke's Preschool March 2008 - June 2011
MFS Investment Management January 2005 - December 2007
State Street September 2004 - December 2004
GOLDK January 2003 - August 2004
Emplanet September 2001 - January 2003
John Hancock February 2000 - August 2001
Skills
Contract Negotiation, Retirement, Microsoft Office, Outlook, Retirement Planning, Mutual Funds, Customer Service, Litigation
Education
Providence College 1993 — 1997
BS, Health Policy and Management / Economics
Sharon Metz's MFS Investment Management Experience July 2006 - December 2006
Job Senior Legal Recruiting Coordinator at Sterne, Kessler, Goldstein & Fox
Industry Human Resources
Experience
Sterne, Kessler, Goldstein & Fox March 2008 - Present
VIDA Fitness May 2009 - September 2013
Dickstein Shapiro LLP October 2007 - March 2008
Northeastern University June 2004 - May 2007
MFS Investment Management July 2006 - December 2006
Allied Advertising June 2005 - June 2006
Gray & Rice Public Relations January 2004 - June 2004
Education
Northeastern University 2002 — 2007
Bachelor of Arts, English, Communication Studies
Bethesda-Chevy Chase 1998 — 2002
Sterne, Kessler, Goldstein & Fox March 2008 - Present
VIDA Fitness May 2009 - September 2013
Dickstein Shapiro LLP October 2007 - March 2008
Northeastern University June 2004 - May 2007
MFS Investment Management July 2006 - December 2006
Allied Advertising June 2005 - June 2006
Gray & Rice Public Relations January 2004 - June 2004
Education
Northeastern University 2002 — 2007
Bachelor of Arts, English, Communication Studies
Bethesda-Chevy Chase 1998 — 2002
Tony Pasquarosa's MFS Investment Management Experience 1996 - 2006
Job Consulting Solutions Manager
Industry Construction
Experience
BioPoint Inc January 2013 - Present
CJ Mabady July 2009 - January 2013
Tradesource 2006 - 2007
MFS Investment Management 1996 - 2006
Skills
Customer Service, Contract Negotiation, Sales Management, Sales, Recruiting, Training, New Business Development, Account Management, Team Building, Marketing, Business Development, Temporary Staffing, Medical Devices, Cold Calling, Regulatory Affairs, Lifesciences, Biopharmaceuticals, Pharmacovigilance, Quality Assurance, Pharmaceutics, Coaching, Drug Development, Sales Operations, Health Economics, Regulatory Requirements, Clinical Trials, Pharmaceutical Industry, Biotechnology, Drug Safety, Sop, SOP, Life Sciences
Education
Plymouth State University 1992 — 1996
Plymouth State University 1992 — 1996
Newton South High School 1987 — 1991
BioPoint Inc January 2013 - Present
CJ Mabady July 2009 - January 2013
Tradesource 2006 - 2007
MFS Investment Management 1996 - 2006
Skills
Customer Service, Contract Negotiation, Sales Management, Sales, Recruiting, Training, New Business Development, Account Management, Team Building, Marketing, Business Development, Temporary Staffing, Medical Devices, Cold Calling, Regulatory Affairs, Lifesciences, Biopharmaceuticals, Pharmacovigilance, Quality Assurance, Pharmaceutics, Coaching, Drug Development, Sales Operations, Health Economics, Regulatory Requirements, Clinical Trials, Pharmaceutical Industry, Biotechnology, Drug Safety, Sop, SOP, Life Sciences
Education
Plymouth State University 1992 — 1996
Plymouth State University 1992 — 1996
Newton South High School 1987 — 1991
Tony DeVita's MFS Investment Management Experience August 1999 - August 2002
Job VP Online Sales at Reliable Brothers Steaks
Industry Food & Beverages
Experience
Reliable Brothers. Inc August 2008 - Present
The Ayco Company, L.P. September 2003 - November 2007
Independent Financial Marketing Group August 2003 - September 2003
MFS Investment Management August 1999 - August 2002
mfs investment management 1999 - 2002
mfs investment management 1999 - 2002
Education
Northeastern University 1994 — 1999
Reliable Brothers. Inc August 2008 - Present
The Ayco Company, L.P. September 2003 - November 2007
Independent Financial Marketing Group August 2003 - September 2003
MFS Investment Management August 1999 - August 2002
mfs investment management 1999 - 2002
mfs investment management 1999 - 2002
Education
Northeastern University 1994 — 1999
Rich Golemme's MFS Investment Management Experience March 1986 - March 1994
Job Treasurer Board of Directors, Assistant Clerk at Options For Children In Zambia
Industry Retail
Experience
Options For Children In Zambia August 2008 - Present
BeadCache April 2004 - Present
MFS Investment Management March 1986 - March 1994
Skills
Customer Service, Strategic Planning, Process Improvement, Business Strategy, Online Marketing, Start-ups, Teaching, Blogging, Photoshop, Public Speaking, WordPress, Microsoft Office, Research, Social Media, PowerPoint, Graphic Design, Microsoft Word, Photography, New Business Development, Social Media Marketing, Team Building, Web Design, Public Relations, Advertising, Microsoft Excel, Forecasting, Marketing Strategy, Marketing, Email Marketing, Management
Education
Northeastern University 1974 — 1981
Bachelor's degree, Accounting and Computer Science
Options For Children In Zambia August 2008 - Present
BeadCache April 2004 - Present
MFS Investment Management March 1986 - March 1994
Skills
Customer Service, Strategic Planning, Process Improvement, Business Strategy, Online Marketing, Start-ups, Teaching, Blogging, Photoshop, Public Speaking, WordPress, Microsoft Office, Research, Social Media, PowerPoint, Graphic Design, Microsoft Word, Photography, New Business Development, Social Media Marketing, Team Building, Web Design, Public Relations, Advertising, Microsoft Excel, Forecasting, Marketing Strategy, Marketing, Email Marketing, Management
Education
Northeastern University 1974 — 1981
Bachelor's degree, Accounting and Computer Science
Betsy Pohl's MFS Investment Management Experience 2004 - Present
Job SVP at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management 2004 - Present
Bank of America 2003 - 2004
Fidelity Investments 1994 - 2003
Education
Northern Illinois University 1973 — 1976
B.S.; M.A., Journalism
MFS Investment Management 2004 - Present
Bank of America 2003 - 2004
Fidelity Investments 1994 - 2003
Education
Northern Illinois University 1973 — 1976
B.S.; M.A., Journalism
Leslie Nanberg's MFS Investment Management Experience September 1980 - September 2001
Job President, Cornerstone Wealth Management
Industry Financial Services
Experience
The Greater Boston Food Bank 2004 - Present
Cornerstone Wealth Management 2002 - Present
MFS Investment Management September 1980 - September 2001
Skills
Investments, Mutual Funds, Fixed Income, Wealth Management, Investment Management, Investment Advisory, Asset Allocation, Portfolio Management, Asset Managment, Research, Non-profits, Financial Analysis, Capital Markets
Education
Northwestern University - Kellogg School of Management 1968 — 1970
MBA, Finance
Northwestern University 1968 — 1968
Master's degree, economics
The Greater Boston Food Bank 2004 - Present
Cornerstone Wealth Management 2002 - Present
MFS Investment Management September 1980 - September 2001
Skills
Investments, Mutual Funds, Fixed Income, Wealth Management, Investment Management, Investment Advisory, Asset Allocation, Portfolio Management, Asset Managment, Research, Non-profits, Financial Analysis, Capital Markets
Education
Northwestern University - Kellogg School of Management 1968 — 1970
MBA, Finance
Northwestern University 1968 — 1968
Master's degree, economics
Kerry Glynn's MFS Investment Management Experience August 1999 - September 2005
Job VP, Project Operations Consultant at Bank of America
Industry Banking
Experience
Bank of America September 2012 - Present
Bank of America 2005 - August 2012
Bank of America July 2009 - April 2010
Bank of America June 2006 - November 2007
Bank of America October 2005 - May 2006
MFS Investment Management August 1999 - September 2005
Skills
Financial Analysis, Business Process..., Customer Service, Project Management, Credit Cards, Customer Satisfaction, Six Sigma, Visio, Operations Management, Performance Management, Analysis, Coaching, Leadership, Management, Policy, Quality Assurance, Sales, Sales Management, Strategy, Team Leadership, Training, Strategic Planning
Education
Providence College 1995 — 1999
Bachelor of Science (B.S.), Finance, General
Bank of America September 2012 - Present
Bank of America 2005 - August 2012
Bank of America July 2009 - April 2010
Bank of America June 2006 - November 2007
Bank of America October 2005 - May 2006
MFS Investment Management August 1999 - September 2005
Skills
Financial Analysis, Business Process..., Customer Service, Project Management, Credit Cards, Customer Satisfaction, Six Sigma, Visio, Operations Management, Performance Management, Analysis, Coaching, Leadership, Management, Policy, Quality Assurance, Sales, Sales Management, Strategy, Team Leadership, Training, Strategic Planning
Education
Providence College 1995 — 1999
Bachelor of Science (B.S.), Finance, General
Richard O'Dette's MFS Investment Management Experience June 1999 - March 2005
Job Tax Aanalyst at Columbia Management
Industry Financial Services
Experience
Columbia Management March 2005 - Present
MFS Investment Management June 1999 - March 2005
Colonial Management July 1988 - June 1999
Skills
Mutual Funds, Investments, Tax, Bloomberg, Accounting
Education
Northeastern University
Columbia Management March 2005 - Present
MFS Investment Management June 1999 - March 2005
Colonial Management July 1988 - June 1999
Skills
Mutual Funds, Investments, Tax, Bloomberg, Accounting
Education
Northeastern University
Valerie Lubrano's MFS Investment Management Experience 2005 - 2005
Job Director, Operational Risk Management at Overseas Private Investment Corporation
Industry Investment Management
Experience
Overseas Private Investment Corporation February 2015 - Present
Dynamo Technologies, LLC May 2014 - February 2015
Accion May 2012 - August 2012
Calvert Social Investment Foundation, Inc June 2011 - May 2012
Loomis Sayles July 2007 - July 2010
Evergreen Investments July 2006 - July 2007
MFS Investment Management 2005 - 2005
Wellington Management 2004 - 2004
Eaton Vance 2003 - 2004
Education
University of Maryland - Robert H. Smith School of Business
Master of Business Administration (MBA)
University of Maryland School of Public Policy
Master of Public Policy (MPP), International Security & Economic Policy
Northeastern University 2001 — 2006
BS, Mathematics & Finance
Overseas Private Investment Corporation February 2015 - Present
Dynamo Technologies, LLC May 2014 - February 2015
Accion May 2012 - August 2012
Calvert Social Investment Foundation, Inc June 2011 - May 2012
Loomis Sayles July 2007 - July 2010
Evergreen Investments July 2006 - July 2007
MFS Investment Management 2005 - 2005
Wellington Management 2004 - 2004
Eaton Vance 2003 - 2004
Education
University of Maryland - Robert H. Smith School of Business
Master of Business Administration (MBA)
University of Maryland School of Public Policy
Master of Public Policy (MPP), International Security & Economic Policy
Northeastern University 2001 — 2006
BS, Mathematics & Finance
Daniel Finegold's MFS Investment Management Experience July 2004 - Present
Job Vice President and Assistant General Counsel at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management July 2004 - Present
Education
Northeastern University School of Law
JD
University of Michigan
BA
MFS Investment Management July 2004 - Present
Education
Northeastern University School of Law
JD
University of Michigan
BA
Patricia Whelan's MFS Investment Management Experience 1986 - 1998
Job O D Specialist at UMass Memorial Medical Center
Industry Hospital & Health Care
Experience
UMass Memorial Medical Center 2004 - Present
Self Employed 2002 - 2004
Liberty Financial 2000 - 2002
Self Employed 1998 - 2000
MFS Investment Management 1986 - 1998
Skills
Healthcare Management, Healthcare, Patient Safety, Hospitals, Organizational..., Healthcare Information...
Education
Northeastern University
M Ed, Counseling/Career Development
UMass Memorial Medical Center 2004 - Present
Self Employed 2002 - 2004
Liberty Financial 2000 - 2002
Self Employed 1998 - 2000
MFS Investment Management 1986 - 1998
Skills
Healthcare Management, Healthcare, Patient Safety, Hospitals, Organizational..., Healthcare Information...
Education
Northeastern University
M Ed, Counseling/Career Development
Edward Baldini's MFS Investment Management Experience 2000 - 2005
Job Investment Director at Wellington Management Company
Industry Financial Services
Experience
Wellington Management Company 2005 - Present
MFS Investment Management 2000 - 2005
Scudder 1995 - 2000
Aetna 1985 - 1995
Education
Trinity College
MA, Economics
Occidental College 1980 — 1984
Milton Academy 1975 — 1980
Dexter School 1973 — 1975
Park School 1967 — 1973
Wellington Management Company 2005 - Present
MFS Investment Management 2000 - 2005
Scudder 1995 - 2000
Aetna 1985 - 1995
Education
Trinity College
MA, Economics
Occidental College 1980 — 1984
Milton Academy 1975 — 1980
Dexter School 1973 — 1975
Park School 1967 — 1973
Chris Rafford, CLU®, ChFC®'s MFS Investment Management Experience January 1996 - December 2003
Job Field Sales ★ Life Insurance, Annuity, and Mutual Funds ★ External Wholesaler at State Farm Insurance
Industry Financial Services
Experience
State Farm Insurance August 2011 - Present
State Farm Insurance February 2009 - August 2011
Claymore Securities February 2008 - November 2008
DWS Investments January 2004 - January 2008
MFS Investment Management January 1996 - December 2003
Education
Ohio University 1988 — 1992
BSC, Interpersonal Communication
State Farm Insurance August 2011 - Present
State Farm Insurance February 2009 - August 2011
Claymore Securities February 2008 - November 2008
DWS Investments January 2004 - January 2008
MFS Investment Management January 1996 - December 2003
Education
Ohio University 1988 — 1992
BSC, Interpersonal Communication
Alejandro Luciano's MFS Investment Management Experience June 2015 - Present
Job MBA Candidate, The Wharton School
Industry Financial Services
Experience
MFS Investment Management June 2015 - Present
Itaú BBA August 2012 - June 2013
Credit Suisse January 2011 - August 2012
Credit Suisse July 2008 - January 2011
Skills
Valuation, Bloomberg, Fixed Income Analysis, Fixed Income, Capital Markets, Hedge Funds, Derivatives, Investment Banking, Financial Modeling, Equities, Alternative Investments, Emerging Markets
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.)
Northwestern University 2004 — 2008
BA, Economics
MFS Investment Management June 2015 - Present
Itaú BBA August 2012 - June 2013
Credit Suisse January 2011 - August 2012
Credit Suisse July 2008 - January 2011
Skills
Valuation, Bloomberg, Fixed Income Analysis, Fixed Income, Capital Markets, Hedge Funds, Derivatives, Investment Banking, Financial Modeling, Equities, Alternative Investments, Emerging Markets
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.)
Northwestern University 2004 — 2008
BA, Economics
JOHN MCDONOUGH CRPC's MFS Investment Management Experience August 1995 - August 2005
Job Account Executive at WB MASON
Industry Wholesale
Experience
WB MASON February 2010 - Present
JOHN HANCOCK FUNDS August 2005 - March 2009
MFS Investment Management August 1995 - August 2005
Education
Plymouth State University 1989 — 1992
Business Management, Marketing
braintree high school 1984 — 1988
high school, english
WB MASON February 2010 - Present
JOHN HANCOCK FUNDS August 2005 - March 2009
MFS Investment Management August 1995 - August 2005
Education
Plymouth State University 1989 — 1992
Business Management, Marketing
braintree high school 1984 — 1988
high school, english
Tim Raeke's MFS Investment Management Experience 2004 - 2007
Job High Yield / Bank Loan Analyst at Alcentra
Industry Investment Management
Experience
Alcentra July 2014 - Present
Brookfield Asset Management October 2011 - July 2014
Bank of America - US Trust / Columbia Management April 2009 - October 2011
Oppenheimer Funds June 2007 - April 2009
MFS Investment Management 2004 - 2007
Allstate Investments, LLC 2002 - 2004
Zurich Scudder Investments 1999 - 2002
Skills
Credit Rating, Credit, Financial Research, Fixed Income, Financial Markets, Equities, LBO, Uniform Combined State..., Project Finance
Education
Northwestern University - Kellogg School of Management 1997 — 1998
MM, Finance & Marketing
Fairfield University 1987 — 1991
BA, Economics
Alcentra July 2014 - Present
Brookfield Asset Management October 2011 - July 2014
Bank of America - US Trust / Columbia Management April 2009 - October 2011
Oppenheimer Funds June 2007 - April 2009
MFS Investment Management 2004 - 2007
Allstate Investments, LLC 2002 - 2004
Zurich Scudder Investments 1999 - 2002
Skills
Credit Rating, Credit, Financial Research, Fixed Income, Financial Markets, Equities, LBO, Uniform Combined State..., Project Finance
Education
Northwestern University - Kellogg School of Management 1997 — 1998
MM, Finance & Marketing
Fairfield University 1987 — 1991
BA, Economics
Kevin Welch's MFS Investment Management Experience March 2010 - November 2012
Job Financial Solutions Advisor at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2015 - Present
Wells Fargo June 2014 - May 2015
Oracle June 2013 - June 2014
The Guardian Life Insurance Company of America January 2013 - May 2013
MFS Investment Management March 2010 - November 2012
MFS Investment Management August 2008 - April 2010
Columbia Management January 2006 - April 2008
Skills
Mutual Funds, 401k, Separately Managed..., Asset Allocation, Retirement Planning, Wealth Management, Investments, Retirement, Investment Strategies, Asset Management, Securities, Fixed Annuities, Portfolio Management, Investment Advisory, Equities, Relationship Management, Hold Series 7, Life & Health Insurance...
Education
Oglethorpe University 1998 — 2002
Bachelor of Business Administration (B.B.A.)
Bank of America Merrill Lynch June 2015 - Present
Wells Fargo June 2014 - May 2015
Oracle June 2013 - June 2014
The Guardian Life Insurance Company of America January 2013 - May 2013
MFS Investment Management March 2010 - November 2012
MFS Investment Management August 2008 - April 2010
Columbia Management January 2006 - April 2008
Skills
Mutual Funds, 401k, Separately Managed..., Asset Allocation, Retirement Planning, Wealth Management, Investments, Retirement, Investment Strategies, Asset Management, Securities, Fixed Annuities, Portfolio Management, Investment Advisory, Equities, Relationship Management, Hold Series 7, Life & Health Insurance...
Education
Oglethorpe University 1998 — 2002
Bachelor of Business Administration (B.B.A.)
Matt Kence's MFS Investment Management Experience December 2007 - January 2009
Job VP Senior High Yield Bond Analyst
Industry Financial Services
Experience
Standard Life Investments February 2010 - Present
Gannett Welsh & Kotler 2009 - January 2010
MFS Investment Management December 2007 - January 2009
Education
University of California, Berkeley, Haas School of Business 2001 — 2003
MBA
Ohio University 1992 — 1997
MS, Mechanical Engineering
Standard Life Investments February 2010 - Present
Gannett Welsh & Kotler 2009 - January 2010
MFS Investment Management December 2007 - January 2009
Education
University of California, Berkeley, Haas School of Business 2001 — 2003
MBA
Ohio University 1992 — 1997
MS, Mechanical Engineering
Maura Desfosses's MFS Investment Management Experience March 2015 - Present
Job Desktop Publisher at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management March 2015 - Present
MFS Investment Management February 2008 - Present
MFS Investment Management December 2006 - January 2008
MFS Investment Management August 2004 - November 2006
Skills
Financial Services, Investments, Marketing Communications, Mutual Funds
Education
Providence College 2000 — 2004
Bachelor's degree, Business Management
MFS Investment Management March 2015 - Present
MFS Investment Management February 2008 - Present
MFS Investment Management December 2006 - January 2008
MFS Investment Management August 2004 - November 2006
Skills
Financial Services, Investments, Marketing Communications, Mutual Funds
Education
Providence College 2000 — 2004
Bachelor's degree, Business Management
Richard Collins's MFS Investment Management Experience July 2006 - December 2006
Job Senior Associate Intern at Strategy&, part of the PwC network
Industry Management Consulting
Experience
Strategy&, part of the PwC network June 2015 - Present
Cambridge Associates July 2012 - June 2014
Cambridge Associates January 2012 - December 2013
Cambridge Associates January 2011 - June 2012
Fidelity Investments May 2009 - January 2011
Goldman Sachs July 2008 - January 2009
Wellington Management July 2007 - January 2008
MFS Investment Management July 2006 - December 2006
Skills
Valuation, Financial Analysis, Bloomberg, Alternative Investments, Hedge Funds, Due Diligence, Asset Allocation, Equities, Investments, Portfolio Management, Fixed Income, Private Equity, Asset Managment, Investment Strategies, Investment Management
Education
University of Virginia Darden School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Northeastern University 2004 — 2009
B.S. in B.A., Finance
Strategy&, part of the PwC network June 2015 - Present
Cambridge Associates July 2012 - June 2014
Cambridge Associates January 2012 - December 2013
Cambridge Associates January 2011 - June 2012
Fidelity Investments May 2009 - January 2011
Goldman Sachs July 2008 - January 2009
Wellington Management July 2007 - January 2008
MFS Investment Management July 2006 - December 2006
Skills
Valuation, Financial Analysis, Bloomberg, Alternative Investments, Hedge Funds, Due Diligence, Asset Allocation, Equities, Investments, Portfolio Management, Fixed Income, Private Equity, Asset Managment, Investment Strategies, Investment Management
Education
University of Virginia Darden School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Northeastern University 2004 — 2009
B.S. in B.A., Finance
Patricia Whelan's MFS Investment Management Experience 1986 - 1998
Job OD Specialist at UMass Memorial Medical Center
Industry Hospital & Health Care
Experience
UMass Memorial Medical Center 2004 - Present
Self Employed 2002 - 2004
Liberty Financial 2000 - 2002
Self Employed 1998 - 2000
MFS Investment Management 1986 - 1998
Education
Northeastern University
MEd., Counseling/CareerDevelopment
UMass Memorial Medical Center 2004 - Present
Self Employed 2002 - 2004
Liberty Financial 2000 - 2002
Self Employed 1998 - 2000
MFS Investment Management 1986 - 1998
Education
Northeastern University
MEd., Counseling/CareerDevelopment
Paul Cassetta's MFS Investment Management Experience July 2007 - April 2008
Job Student at Northeastern University
Industry Financial Services
Experience
Credit Suisse July 2009 - December 2009
R.F. Laffery & Co. July 2008 - December 2008
MFS Investment Management July 2007 - April 2008
Education
Northeastern University 2005 — 2010
Credit Suisse July 2009 - December 2009
R.F. Laffery & Co. July 2008 - December 2008
MFS Investment Management July 2007 - April 2008
Education
Northeastern University 2005 — 2010
Thomas Simone's MFS Investment Management Experience July 2006 - December 2006
Job Field Account Representative
Industry Hospital & Health Care
Experience
HD Supply September 2013 - Present
Clean Currents February 2013 - August 2013
W.W. Grainger October 2010 - January 2013
Big Belly Solar January 2010 - September 2010
Pedi-CAB June 2009 - August 2009
Community Rowing, Inc September 2008 - August 2009
Standish Asset Management July 2007 - December 2007
MFS Investment Management July 2006 - December 2006
Skills
Sales, SAP CRM, Management, Finance, Nutrition, Salesforce.com, Kindness, Account Management, Customer Service, Event Planning, PowerPoint, Social Media, Poetry, Marketing, New Business Development, Strategic Planning, Leadership, Performance Poetry, Poetry Readings, Business Development, Public Speaking
Education
Northeastern University 2005 — 2009
Business, Finance, Management
HD Supply September 2013 - Present
Clean Currents February 2013 - August 2013
W.W. Grainger October 2010 - January 2013
Big Belly Solar January 2010 - September 2010
Pedi-CAB June 2009 - August 2009
Community Rowing, Inc September 2008 - August 2009
Standish Asset Management July 2007 - December 2007
MFS Investment Management July 2006 - December 2006
Skills
Sales, SAP CRM, Management, Finance, Nutrition, Salesforce.com, Kindness, Account Management, Customer Service, Event Planning, PowerPoint, Social Media, Poetry, Marketing, New Business Development, Strategic Planning, Leadership, Performance Poetry, Poetry Readings, Business Development, Public Speaking
Education
Northeastern University 2005 — 2009
Business, Finance, Management
Gloria Martin's MFS Investment Management Experience December 2003 - Present
Job Assistant Vice President at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management December 2003 - Present
State Street Research & Management Company February 1987 - July 2003
Skills
Performance Attribution, Asset Allocation, Fixed Income, Mutual Funds, Bloomberg, Equities, Investments, Derivatives, Investment Management, Hedge Funds, Asset Management, Securities, Alternative Investments, Financial Services, Risk Management
Education
Ohio University
Master of Arts (MA), Economics
Ohio University
Bachelor of Arts (BA), Spanish
MFS Investment Management December 2003 - Present
State Street Research & Management Company February 1987 - July 2003
Skills
Performance Attribution, Asset Allocation, Fixed Income, Mutual Funds, Bloomberg, Equities, Investments, Derivatives, Investment Management, Hedge Funds, Asset Management, Securities, Alternative Investments, Financial Services, Risk Management
Education
Ohio University
Master of Arts (MA), Economics
Ohio University
Bachelor of Arts (BA), Spanish
Nicholas Hatzis's MFS Investment Management Experience July 2012 - April 2013
Job Data Analyst at Putnam Investments
Industry Financial Services
Experience
Putnam Investments May 2013 - Present
MFS Investment Management July 2012 - April 2013
Putnam Investments January 2011 - June 2011
Cengage Learning January 2010 - June 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Data Analysis, Financial Analysis, Public Speaking, Research, Access, SQL, Eagle PACE
Education
Northeastern University 2008 — 2013
Bachelor of Science (B.S.), Accounting and Finance
Putnam Investments May 2013 - Present
MFS Investment Management July 2012 - April 2013
Putnam Investments January 2011 - June 2011
Cengage Learning January 2010 - June 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Data Analysis, Financial Analysis, Public Speaking, Research, Access, SQL, Eagle PACE
Education
Northeastern University 2008 — 2013
Bachelor of Science (B.S.), Accounting and Finance
Peter Rando's MFS Investment Management Experience 2000 - 2007
Job Admin Assistant at Ameriprise Financial Services, Inc.
Industry Consumer Services
Experience
Ameriprise Financial Services, Inc. September 2013 - Present
Amscot Financial Services October 2007 - August 2009
MFS Investment Management 2000 - 2007
Skills
Data Entry, Accounting, Customer Service, Insurance, Microsoft Excel, Team Leadership, Payroll, Financial Services, Mutual Funds, Investments, 401k, Finance
Education
Northeastern University 1974 — 1979
BS, Business Management
Ameriprise Financial Services, Inc. September 2013 - Present
Amscot Financial Services October 2007 - August 2009
MFS Investment Management 2000 - 2007
Skills
Data Entry, Accounting, Customer Service, Insurance, Microsoft Excel, Team Leadership, Payroll, Financial Services, Mutual Funds, Investments, 401k, Finance
Education
Northeastern University 1974 — 1979
BS, Business Management
Brandon Collie's MFS Investment Management Experience March 2012 - August 2012
Job Student at Rochester Institute of Technology
Industry Information Technology and Services
Experience
Empower Federal Credit Union June 2013 - January 2014
Bed Bath & Beyond May 2010 - June 2013
MFS Investment Management March 2012 - August 2012
EXPRESS October 2011 - March 2012
Rochester Institute of Technology June 2011 - August 2011
Skills
SQL, C++, Objective-C, Java, Mobile Applications, Microsoft Excel, Visual Basic, Microsoft Access, Microsoft Project, Microsoft Office, Access, MS Project, OS X, Project Management, HTML, Leadership, Visio, Microsoft Word, PowerPoint, Outlook, Software Documentation, Windows
Education
Rochester Institute of Technology 2011 — 2014
Management Information Systems
Onondaga Community College 2009 — 2011
Computer Information Systems
Empower Federal Credit Union June 2013 - January 2014
Bed Bath & Beyond May 2010 - June 2013
MFS Investment Management March 2012 - August 2012
EXPRESS October 2011 - March 2012
Rochester Institute of Technology June 2011 - August 2011
Skills
SQL, C++, Objective-C, Java, Mobile Applications, Microsoft Excel, Visual Basic, Microsoft Access, Microsoft Project, Microsoft Office, Access, MS Project, OS X, Project Management, HTML, Leadership, Visio, Microsoft Word, PowerPoint, Outlook, Software Documentation, Windows
Education
Rochester Institute of Technology 2011 — 2014
Management Information Systems
Onondaga Community College 2009 — 2011
Computer Information Systems
Carol XY Shan's MFS Investment Management Experience October 2011 - Present
Job Investment Risk Monitoring Manager
Industry Financial Services
Experience
MFS Investment Management October 2011 - Present
Fannie Mae March 2007 - September 2011
CapitalSource Finance March 2003 - March 2007
Reznick Group June 1999 - February 2003
Education
Oklahoma City University 1997 — 1999
MBA, Finance
Central University of Finance and Banking 1991 — 1995
Bachelor of Accounting, Accounting
MFS Investment Management October 2011 - Present
Fannie Mae March 2007 - September 2011
CapitalSource Finance March 2003 - March 2007
Reznick Group June 1999 - February 2003
Education
Oklahoma City University 1997 — 1999
MBA, Finance
Central University of Finance and Banking 1991 — 1995
Bachelor of Accounting, Accounting
Thomas Griffin, MBA's MFS Investment Management Experience September 2003 - Present
Job Fund Disbursements Department Manager at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management September 2003 - Present
Skills
Mutual Funds, Investments, Financial Services, Asset Management, Financial Modeling, Series 63, Series 7, Equities, Asset Allocation, 401k, Financial Analysis, Bloomberg, Retirement Planning, Relationship Management, Retirement, Microsoft Excel, Management, Microsoft Office, Corporate Finance, Financial Reporting, Financial Planning
Education
Northeastern University 2010 — 2012
Master of Business Administration (MBA), Finance, General
Northeastern University 2010 — 2012
Master of Business Administration (MBA), International Business
University of Massachusetts Boston 1996 — 2002
Bachelor of Science (BS), Accounting and Finance
MFS Investment Management September 2003 - Present
Skills
Mutual Funds, Investments, Financial Services, Asset Management, Financial Modeling, Series 63, Series 7, Equities, Asset Allocation, 401k, Financial Analysis, Bloomberg, Retirement Planning, Relationship Management, Retirement, Microsoft Excel, Management, Microsoft Office, Corporate Finance, Financial Reporting, Financial Planning
Education
Northeastern University 2010 — 2012
Master of Business Administration (MBA), Finance, General
Northeastern University 2010 — 2012
Master of Business Administration (MBA), International Business
University of Massachusetts Boston 1996 — 2002
Bachelor of Science (BS), Accounting and Finance
Victoria Cameron's MFS Investment Management Experience July 2011 - December 2011
Job Analyst at Hercules Technology Growth Capital
Industry Venture Capital & Private Equity
Experience
Hercules Technology Growth Capital January 2014 - Present
Citi February 2013 - August 2013
MFS Investment Management July 2011 - December 2011
LIFT: Boston January 2011 - May 2011
Global Potential February 2010 - December 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Financial Analysis
Education
Northeastern University 2009 — 2014
Bachelor's of Science
Oak Park High School 2005 — 2009
Hercules Technology Growth Capital January 2014 - Present
Citi February 2013 - August 2013
MFS Investment Management July 2011 - December 2011
LIFT: Boston January 2011 - May 2011
Global Potential February 2010 - December 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Financial Analysis
Education
Northeastern University 2009 — 2014
Bachelor's of Science
Oak Park High School 2005 — 2009
Cecilia Cissy Finn's MFS Investment Management Experience April 2001 - April 2011
Job c_finn@centurylink.net
Industry Insurance
Experience
Progressive Insurance June 2011 - Present
MFS Investment Management April 2001 - April 2011
MFS Investment Management 2001 - 2011
Skills
Customer Service, Microsoft Excel, Microsoft Office, Outlook, Time Management
Education
Esrella Community College
Business Administration
Progressive Insurance June 2011 - Present
MFS Investment Management April 2001 - April 2011
MFS Investment Management 2001 - 2011
Skills
Customer Service, Microsoft Excel, Microsoft Office, Outlook, Time Management
Education
Esrella Community College
Business Administration
Paul Habib's MFS Investment Management Experience January 2009 - July 2009
Job Business Consultant at Eze Software Group
Industry Investment Management
Experience
Eze Software Group September 2013 - Present
Eze Castle Software January 2012 - August 2013
Northeastern University September 2007 - February 2012
Wellington Management January 2011 - July 2011
MFS Investment Management January 2009 - July 2009
Skills
Series 7, Quality Center, SQL, Visual Basic, Risk Management, Quantitative Analytics, Insurance, Change Management, Investments, Teamwork, Strategic Financial..., Fixed Income, Business Strategy, PowerPoint, Social Media, Finance, Microsoft Excel, Equities, Due Diligence, Mutual Funds, Banking, Portfolio Management, Unix, Economics, Quality Assurance, Microsoft Office, Financial Analysis, Process Improvement, Trading, Securities, Access, HTML, VBA, Research, Investment Strategies, Team Leadership, Financial Services, Management, Financial Modeling, Financial Reporting, Corporate Finance, Java, Visio, Software Documentation, Valuation, Analysis, Outlook, Oracle, Hedge Funds, SDLC
Education
Northeastern University 2007 — 2011
BS, Finance and MIS
Eze Software Group September 2013 - Present
Eze Castle Software January 2012 - August 2013
Northeastern University September 2007 - February 2012
Wellington Management January 2011 - July 2011
MFS Investment Management January 2009 - July 2009
Skills
Series 7, Quality Center, SQL, Visual Basic, Risk Management, Quantitative Analytics, Insurance, Change Management, Investments, Teamwork, Strategic Financial..., Fixed Income, Business Strategy, PowerPoint, Social Media, Finance, Microsoft Excel, Equities, Due Diligence, Mutual Funds, Banking, Portfolio Management, Unix, Economics, Quality Assurance, Microsoft Office, Financial Analysis, Process Improvement, Trading, Securities, Access, HTML, VBA, Research, Investment Strategies, Team Leadership, Financial Services, Management, Financial Modeling, Financial Reporting, Corporate Finance, Java, Visio, Software Documentation, Valuation, Analysis, Outlook, Oracle, Hedge Funds, SDLC
Education
Northeastern University 2007 — 2011
BS, Finance and MIS
Jenelle Kasper's MFS Investment Management Experience August 2012 - Present
Job Student at University of Toronto
Industry Pharmaceuticals
Experience
MFS Investment Management August 2012 - Present
Bayer April 2011 - August 2011
Education
Queen's University 2006 — 2012
Bachelor of Science (B.Sc.), Biology, General
University of Toronto 2010 — 2011
Master of Management of Innovation
MFS Investment Management August 2012 - Present
Bayer April 2011 - August 2011
Education
Queen's University 2006 — 2012
Bachelor of Science (B.Sc.), Biology, General
University of Toronto 2010 — 2011
Master of Management of Innovation
Antonelli David's MFS Investment Management Experience April 2010 - Present
Job Vice Chairman at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management April 2010 - Present
Education
Wharton School, University of Pennsylvania 1989 — 1991
Master of Business Administration (M.B.A.), Finance, General
Penn State University 1977 — 1981
Bachelor of Science (B.S.), Accounting
MFS Investment Management April 2010 - Present
Education
Wharton School, University of Pennsylvania 1989 — 1991
Master of Business Administration (M.B.A.), Finance, General
Penn State University 1977 — 1981
Bachelor of Science (B.S.), Accounting
Dan Fearnow's MFS Investment Management Experience April 1997 - Present
Job Director at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management April 1997 - Present
MFS Investment Management August 1992 - March 1997
Education
Providence College 1988 — 1992
Bachelor of Science (BS), Business Administration and Management
MFS Investment Management April 1997 - Present
MFS Investment Management August 1992 - March 1997
Education
Providence College 1988 — 1992
Bachelor of Science (BS), Business Administration and Management
K. C. Ho's MFS Investment Management Experience April 2007 - Present
Job Team Leader at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management April 2007 - Present
MFS Investment Management August 2004 - April 2007
MFS Investment Management January 2001 - August 2004
MFS Investment Management July 1997 - January 2001
State Street April 1991 - March 1994
Skills
Financial Services, Investments, Mutual Funds, Securities, Fixed Income, Collateralized Debt..., Credit Default Swaps -..., Equities, Equity Options, Bloomberg, Asset Managment, Microsoft Excel, Microsoft Access, Eagle, FMC Pacer, MCH
Education
Plymouth State University 1987 — 1990
Bachelor of Science (B.S.), Accounting, Cum Laude
Sylvania Technical School 1981 — 1982
Certification, Computer Electronics, 90
MFS Investment Management April 2007 - Present
MFS Investment Management August 2004 - April 2007
MFS Investment Management January 2001 - August 2004
MFS Investment Management July 1997 - January 2001
State Street April 1991 - March 1994
Skills
Financial Services, Investments, Mutual Funds, Securities, Fixed Income, Collateralized Debt..., Credit Default Swaps -..., Equities, Equity Options, Bloomberg, Asset Managment, Microsoft Excel, Microsoft Access, Eagle, FMC Pacer, MCH
Education
Plymouth State University 1987 — 1990
Bachelor of Science (B.S.), Accounting, Cum Laude
Sylvania Technical School 1981 — 1982
Certification, Computer Electronics, 90
Stephanie Quiroz's MFS Investment Management Experience June 2014 - December 2014
Job HR Systems at The Boston Consulting Group
Industry
Experience
The Boston Consulting Group January 2015 - Present
MFS Investment Management June 2014 - December 2014
MFS Investment Management January 2013 - June 2013
TRACS May 2012 - June 2012
Skills
PowerPoint, Spanish, Microsoft Word, Microsoft Excel, Organizational..., Performance Management, Data Analysis, Teamwork, Social Networking, Event Planning
Education
Northeastern University 2012 — 2016
Bachelor of Science in Business Administration (BSBA), Management Information Systems and Management
The Boston Consulting Group January 2015 - Present
MFS Investment Management June 2014 - December 2014
MFS Investment Management January 2013 - June 2013
TRACS May 2012 - June 2012
Skills
PowerPoint, Spanish, Microsoft Word, Microsoft Excel, Organizational..., Performance Management, Data Analysis, Teamwork, Social Networking, Event Planning
Education
Northeastern University 2012 — 2016
Bachelor of Science in Business Administration (BSBA), Management Information Systems and Management
Jeff Russel's MFS Investment Management Experience September 2005 - March 2011
Job Portfolio Manager at Surveyor Capital Citadel LLC
Industry Investment Management
Experience
Surveyor Capital Citadel LLC April 2011 - Present
MFS Investment Management September 2005 - March 2011
Education
Tuck School of Business at Dartmouth 2003 — 2005
Master of Business Administration (MBA)
Queen's University 1996 — 2000
Bachelor of Commerce (B.Com.)
Surveyor Capital Citadel LLC April 2011 - Present
MFS Investment Management September 2005 - March 2011
Education
Tuck School of Business at Dartmouth 2003 — 2005
Master of Business Administration (MBA)
Queen's University 1996 — 2000
Bachelor of Commerce (B.Com.)
Steve Piano's MFS Investment Management Experience July 2014 - June 2015
Job RFP Support at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management July 2014 - June 2015
Siben & Siben April 2013 - September 2013
Bayberry Beach and Tennis Club June 2011 - August 2011
Skills
PowerPoint, Microsoft Office, Microsoft Word, Social Networking, Public Speaking, Outlook, Facebook, Teamwork, Time Management, Windows, Leadership, English, Creative Writing, Filing, File Management, Editing, Sports, Microsoft Excel
Education
Northeastern University 2012 — 2017
Bachelor's Degree, Economics
Islip High School 2008 — 2012
Regents Diploma
MFS Investment Management July 2014 - June 2015
Siben & Siben April 2013 - September 2013
Bayberry Beach and Tennis Club June 2011 - August 2011
Skills
PowerPoint, Microsoft Office, Microsoft Word, Social Networking, Public Speaking, Outlook, Facebook, Teamwork, Time Management, Windows, Leadership, English, Creative Writing, Filing, File Management, Editing, Sports, Microsoft Excel
Education
Northeastern University 2012 — 2017
Bachelor's Degree, Economics
Islip High School 2008 — 2012
Regents Diploma
Regan Rappa's MFS Investment Management Experience January 2014 - Present
Job Marketing Associate at MFS Investment Management
Industry
Experience
MFS Investment Management January 2014 - Present
MFS Investment Management January 2013 - Present
The Hartford January 2012 - December 2012
Skills
PowerPoint, Microsoft Office, Marketing Communications, Marketing
Education
Northeastern University 2012 — 2014
Bachelor of Science Degree in Business Administration, Business/Marketing, Senior
Bunker Hill Community College 2010 — 2012
Associate's degree, Business Administration
MFS Investment Management January 2014 - Present
MFS Investment Management January 2013 - Present
The Hartford January 2012 - December 2012
Skills
PowerPoint, Microsoft Office, Marketing Communications, Marketing
Education
Northeastern University 2012 — 2014
Bachelor of Science Degree in Business Administration, Business/Marketing, Senior
Bunker Hill Community College 2010 — 2012
Associate's degree, Business Administration
Shirlyn Hong's MFS Investment Management Experience 2012 - 2012
Job Student at Northeastern University
Industry
Experience
John Hancock Financial Services 2013 - 2013
MFS Investment Management 2012 - 2012
Education
Northeastern University 2010 — 2014
Bachelor of Science, Business Administration
John Hancock Financial Services 2013 - 2013
MFS Investment Management 2012 - 2012
Education
Northeastern University 2010 — 2014
Bachelor of Science, Business Administration
Xinyu Zhu's MFS Investment Management Experience July 2013 - December 2013
Job Looking for Jobs starting in 2016!
Industry Financial Services
Experience
Caijing Asset Management January 2015 - June 2015
MFS Investment Management July 2013 - December 2013
Sureland Capital May 2012 - July 2012
Shenyin & Wanguo Securities March 2011 - June 2011
Skills
Financial Analysis, Microsoft Excel, PowerPoint
Education
Northeastern University 2015 — 2019
Bachelor of Science Degree, Business Administration; Finance
Northeastern University 2011 — 2016
Bachelor of Science (BS), Finance and Insurance
Caijing Asset Management January 2015 - June 2015
MFS Investment Management July 2013 - December 2013
Sureland Capital May 2012 - July 2012
Shenyin & Wanguo Securities March 2011 - June 2011
Skills
Financial Analysis, Microsoft Excel, PowerPoint
Education
Northeastern University 2015 — 2019
Bachelor of Science Degree, Business Administration; Finance
Northeastern University 2011 — 2016
Bachelor of Science (BS), Finance and Insurance
Sehr Malik's MFS Investment Management Experience July 2015 - Present
Job Risk Analyst at MFS Investment Management
Industry
Experience
MFS Investment Management July 2015 - Present
Education
Northeastern University 2013 — 2018
MFS Investment Management July 2015 - Present
Education
Northeastern University 2013 — 2018
Cynthia Noel Black's MFS Investment Management Experience September 2001 - Present
Job Senior Quality Analyst at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management September 2001 - Present
Skills
Mutual Funds, Customer Service, Financial Services, Risk Management, Quality Assurance, Coaching, Mentoring, Transfer Agency
Education
Northland Pioneer College 1986 — 1990
Computer Science
MFS Investment Management September 2001 - Present
Skills
Mutual Funds, Customer Service, Financial Services, Risk Management, Quality Assurance, Coaching, Mentoring, Transfer Agency
Education
Northland Pioneer College 1986 — 1990
Computer Science
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group