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
BlackRock July 2012 - October 2015
MFS/McLean Budden September 2011 - July 2012
MFS Investment Management January 2010 - July 2012
MFS Investment Management January 2005 - July 2011
MFS Investment Management 2002 - 2011
MFS Investment Management January 2001 - January 2002
MFS Investment Management March 1996 - December 2001
MFS Investment Management February 1990 - March 1996
Tandem Financial Group/Merrill Lynch October 1987 - January 1990
Various Alternative Investment Managers March 1984 - September 1987
Skills
C Suite, Senior Executive..., Investment Advisory, Sales Management, Mutual Funds, ETFs, Retirement, Product Management, Key Account Management, Asset Management, Investments, Alternative Investments, Asset Allocation, Financial Services, Series 7, Series 63, Fixed Income, Investment Management, Equities, Wealth Management, Strategy, Management, Securities
Education
Santa Clara University 1976 — 1980
Bachelor's Degree
Tealium November 2014 - Present
Tealium October 2013 - November 2014
Fidessa LatentZero September 2011 - October 2013
MFS Investment Management July 2008 - August 2011
Investment Technology Group, Inc. May 2007 - June 2008
Investment Technology Group, Inc. June 2005 - May 2007
JPMorgan Invest May 2002 - June 2005
StockCross September 2000 - May 2002
Skills
Electronic Trading, Trading Systems, Equities, Order Management, Bloomberg, Options, Trading, Equity Trading, Financial Markets, Hedge Funds, Market Data, Fixed Income, Series 63, Securities, FX Options, Series 7, Derivatives, Asset Managment, Business Analysis, Portfolio Management, Requirements Gathering, Bonds, Relationship Management, Integration, Investment Management, Databases, Microsoft SQL Server, Business Requirements, Project Management, Requirements Analysis, Financial Services, Sybase, SDLC, Equity Derivatives, Oracle, Linux, MacGregor, Latent Zero, Fidessa, Triton, RediPlus, Account Management, Bloomberg Software, Middle Office, Investments, Settlement, microsoft project, microsoft visio, Asset Management, CRM
Education
Saint Michael's College 1996 — 2000
BS, Business Administration
Farmington High School 1992 — 1996
MFS Investment Management September 2005 - Present
MFS Investment Management March 1998 - September 2005
Skills
Investments, Equities, Fixed Income, Mutual Funds, Asset Management, Alternative Investments, Hedge Funds, Financial Services, Portfolio Management, Securities, Bloomberg, Series 63, Derivatives, Wealth Management
Education
Salem State University 1994 — 1998
Bachelor of Science (B.S.), Finance, General
Danvers High School
VIA Learning October 2014 - Present
Freelance December 1999 - Present
Pop Art, Inc. 2014 - 2014
Amazon September 2013 - December 2013
The Seattle Times July 2012 - September 2013
Amazon September 2011 - June 2012
MFS Investment Management August 2010 - September 2011
J.Jill March 2009 - May 2010
Evoke Interaction, A Huntsworth Health Company 2008 - 2009
Weymouth Design May 2006 - September 2008
Skills
Graphic Design, Interactive Advertising, Photoshop, Flash, Motion Graphics, Animation, User Experience, Advertising, User Interface Design, Interaction Design, JavaScript, Video Editing, Adobe Creative Suite, HTML 5, ActionScript, jQuery, Web Design, Rich Media, Illustrator, Typography, InDesign
Education
Rhode Island School of Design 2004 — 2006
BFA
San Francisco State University 1999 — 2001
B.A.
MFS Investment Management April 2015 - Present
UPS May 2014 - April 2015
Performance Research September 2013 - December 2013
New York Yacht Club June 2012 - August 2012
New Bedford Yacht Club June 2008 - August 2011
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Social Media, Facebook, Microsoft Office, Basecamp, Research, Public Speaking, SPSS, Leadership, Time Management
Education
Salve Regina University 2013 — 2014
Master of Business Administration (M.B.A.)
Salve Regina University 2009 — 2013
B. S. Economics, Business
MFS Investment Management March 2012 - Present
MFS Investment Management August 2006 - February 2012
Franklin Templeton Investments June 2004 - November 2005
Franklin Templeton Investments March 1998 - April 2005
Mulvihill Capital Management January 1992 - February 1998
CT Investment Counsel June 1990 - December 1991
Skills
Alternative Investments, Asset Allocation, Asset Managment, Portfolio Management, Equities, Mutual Funds, Investments, Investment Strategies
Education
CFA Institute 1991 — 1995
CFA
Ryerson University 1983 — 1986
BBM
MFS Investment Management December 2013 - Present
MFS Investment Management June 2010 - November 2013
Commonwealth Financial Network March 2012 - July 2012
Quinnipiac University August 2007 - May 2009
PepsiCo - Pepsi Beverages Company May 2007 - September 2007
Skills
Marketing, Access, Leadership, Budgets, Microsoft Excel, PowerPoint, Investments, Fundraising, Research, Mutual Funds, Strategic Financial..., Microsoft Word, Human Resources, Program Management, Employee Benefits, Outlook, Proposal Writing, Customer Service, Financial Analysis, Microsoft Office, Finance, Management, Financial Services, Analysis
Education
Quinnipiac University 2005 — 2009
Bachelor of Science (BS), Management
Quinnipiac University - School of Business 2005 — 2009
Management
Lakeland High School
Lakeland High School
NHIC Inc. - Hewlett Packard Enterprise October 2014 - Present
Boston Financial Data Services August 2012 - 2013
MFS Investment Management December 2008 - November 2010
MFS Investment Management January 2006 - December 2008
MFS Investment Management January 2005 - December 2006
MFS Investment Management January 2003 - December 2004
MFS Investment Management January 2001 - December 2002
MFS Investment Management March 1999 - December 2000
Fidelity Investments January 1997 - December 1998
Fidelity Investments January 1997 - December 1997
Skills
Microsoft Office, Technical Writing, Customer Service, Compliance, Editing, Problem Solving, Troubleshooting, Analysis, Data Processing, Procedures Documentation, Data Quality Assurance, report generation, database mining, Small Group..., Building Relationships, complaint resolution, Discrepancy Resolution, Process Implementation, Training Manuals, Technical Documentation, SQL, Database Design, Access Database, Microsoft Excel, Visual Basic, Software Documentation, Mutual Funds
Education
Quincy College
Computer Science, Spanish
University of Massachusetts Dartmouth
Bachelors, English Writing/Communications
MassMutual Financial Group May 2013 - Present
MassMutual Financial Group (Retirement Plans, formally part of The Hartford) June 2011 - April 2013
The Hartford Retirement Plans Group (Formally part of MFS) January 2005 - June 2011
MFS Investment Management September 2004 - December 2004
MFS Investment Management 2000 - 2004
Putnam Investments 1999 - 2000
Skills
Technical Writing, Customer Relations, Vendor Management, Team Building, Internal Communications, Training & Development, Distance Learning, Employee Training, Customer Service, Program Management, Management, Training, Change Management, SharePoint, Analysis, Start-ups, Leadership
Education
The University of Georgia 1996 — 1998
Masters, Economics
Rollins College 1992 — 1996
BA, Economics
Numeric Investors June 2012 - September 2014
State Street Global Advisors February 2007 - January 2012
State Street Global Advisors March 2006 - February 2007
State Street August 2003 - September 2004
Peace Corps June 2002 - May 2003
MFS Investment Management October 2000 - August 2001
Skills
Investments, Equities, Mutual Funds, New Business Development, Investment Management, Alternative Investments, Series 7, Asset Managment, Relationship Management, Fixed Income, Hedge Funds, Asset Allocation, Business Development, Investment Strategies, Portfolio Management, Securities
Education
Saint Anselm College 1996 — 2000
BA, Politics
Mass Mutual Financial Group January 2013 - Present
The Hartford May 2008 - December 2012
MFS Investment Management 1999 - 2008
MFS February 1999 - March 2004
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Marketing Communications, Outlook, Project Management, Vendor Management, Editing, Marketing, Campaign Management, Customer Service, Newsletters, Advertising, Access, Management, Databases
Education
University of Massachusetts Boston 2003 — 2006
BS, Business Management
Quincy College
A.S, Computer Science
University of Massachusetts
B.S, Business Management
MFS Investment Management September 2013 - Present
MFS Investment Management August 2008 - September 2013
Sankaty Advisors February 2008 - May 2008
State Street September 2007 - February 2008
The University of Vermont February 2006 - August 2007
Skills
Valuation, Mutual Funds, Equities, Portfolio Management, Bloomberg, ECN, Hedge Funds, Fixed Income
Education
Saint Michael's College 2001 — 2005
B.S., Biology
BC High / Duxbury High School
Margiedana.com January 2013 - Present
Print Buyers International September 2006 - April 2013
MFS Investment Management September 1986 - July 1997
Office of Publications Production, Boston University 1981 - 1984
Skills
Content Strategy, Email Marketing, Copywriting, Writing, Newsletters, Marketing, Direct Mail, Social Media, Offset Printing, Graphics, Public Speaking, Trade Shows, Publishing, Marketing Communications, Direct Marketing, Social Media Marketing, Corporate Communications, Publications, Strategy, Advertising, Public Relations, Event Planning, Web Content, Print Management, Brochures, Integrated Marketing, Variable Data Printing, Graphic Design, Digital Printing, Wordpress, Content Development, Corporate Branding, Editing, Online Marketing, B2B, B2B Marketing, Event Programming, Facebook, Digital Marketing, Small Business, Collateral, Interactive Marketing, Mentoring, Content Management, Creative Services, Marketing Strategy
Education
Rutgers University-New Brunswick
BA
St Elizabeth's
Commonwealth Financial Network April 2014 - Present
MFS Investment Management March 2010 - 2014
Eaton Vance March 2008 - March 2010
Skills
Asset Allocation, Series 63, Series 6, Mutual Funds, Separately Managed..., Alternative Investments, 401k, Securities, FINRA, Uniform Combined State..., Retirement Planning, Series 65, Retirement, ETFs, Investment Strategies, Wealth Management, Investments, Investment Advisory, Fixed Income, Equities
Education
Roger Williams University 2003 — 2007
Bachelor of Science (BS), Finance and Financial Management Services
MFS Investment Management July 2015 - Present
McAdam Financially Advanced™ June 2014 - July 2015
Scarborough State Beach May 2011 - July 2014
Boston Partners Financial Group, LLC January 2014 - May 2014
Next Level Lacrosse November 2006 - March 2012
Blue Chip Lacrosse Camps May 2010 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Exchange, Social Media, Social Networking, Social Skills, Problem Solving, Cpr Certified, AED certified, Team Leadership, Team Management, Communication, AED, First Aid, Leadership, Teamwork, Time Management, PowerPoint, Financial Planning, Investment Strategies
Education
Saint Anselm College 2010 — 2014
Bachelor of Arts (B.A.), Business
LaSalle Academy 2006 — 2010
High School
GMO 2014 - Present
Pyramis Global Advisors May 2007 - January 2014
MFS Investment Management 1994 - 2006
Skills
Global Equity Trading, Electronic Trading, Market Structure, Alternative Investments
Education
Siena College 1987 — 1991
Bachelor of Arts (BA), Finance, General
MFS Investment Management 2000 - Present
MFS Investment Management 1999 - 2000
Liberty Funds Distributor 1997 - 1999
Liberty Funds Distributor 1996 - 1997
Skills
Mutual Funds, Series 63, Investments, Retirement Planning, Alternative Investments, Asset Allocation, Financial Services, Finance, Risk Management, Retirement, Series 6, Marketing, Asset Management
Education
Stonehill College 1992 — 1996
Bachelor of Arts (B.A.), Communications
Richmond, The American International University in London 1995 — 1995
Communication and Media Studies
Unidesk February 2015 - Present
State Street December 2013 - December 2014
MFS Investment Management October 2013 - December 2013
Mercer August 2012 - May 2013
Tau Kappa Epsilon Fraternity 2008 - 2012
Skills
Analytics, Quantitative Research, Investments, Finance, Financial Risk, Economics, Mutual Funds, Securities Lending, Quantitative Analytics, Quantitative Finance, Quantitative Investing, Financial Reporting, Econometrics, Economic Development, Economic Research, International Sales, International Trade, International Economics, International, Expense Reports, Bloomberg, Bloomberg Terminal, Fundraising, Data Analysis, Public Speaking, Customer Service, Social Networking, Microsoft Word, Microsoft Office, Sales Process, Pre-sales
Education
Quinnipiac University 2008 — 2012
Bachelor of Science (BS), Economics
Quinnipiac University - School of Business 2008 — 2012
Bachelor of Science, Economics; International Business
Victory Capital Management October 2014 - Present
Prudential Financial September 2008 - September 2014
MFS Investment Management 2006 - 2008
Nationwide Insurance 2002 - 2006
CitiStreet 2000 - 2002
CitiStreet 1996 - 2000
Paine Webber 1993 - 1996
Paine Webber 1989 - 1993
Skills
Business Planning, Team Building, Employee Benefits, Retirement, Strategic Financial..., Portfolio Management, Life Insurance, Series 63, Series 7, Wealth Management, Fixed Annuities, Investments, Retirement Planning, Financial Services, Relationship Management, Mutual Funds, Sales Management, Insurance, 401k, Series 6, Asset Allocation, Alternative Investments, FINRA, Investment Strategies, Variable Annuities, Securities, Series 65, Financial Planning
Education
St. Peter's College
Bachelor of Science, Business Administration and Management, General
St. Peter's Prep
Ironwood Pharmaceuticals January 2013 - Present
Fidelity Investments August 2010 - December 2012
Sirtris Pharmaceuticals 2009 - 2012
Pfizer Pharmaceuticals August 2006 - November 2009
Millipore Corporation August 2004 - August 2006
MFS Investment Management August 1997 - September 2003
Hewlett Packard September 1987 - August 1997
Skills
Change Management, Talent Management, Workforce Planning, Executive Coaching, Project Management, Employee Relations, Executive Development, Succession Planning, Leadership Development, Cross-functional Team..., Program Management, Human Resources, Organizational..., Leadership, Performance Management, Strategy
Education
San Jose State University
BA, Masters, Liberal Arts, Adult Education
Pioneer Investments September 2012 - Present
Pioneer Investments May 2010 - September 2012
Pioneer Investments September 2007 - April 2010
MFS Investment Management 2003 - 2004
MFS Investment Management 1998 - 2000
MFS Investment Management 1997 - 1999
Skills
Wealth Management, Series 7, Asset Allocation, Bloomberg, Asset Managment, Mutual Funds, Investment Strategies, Investments, Fixed Annuities, Separately Managed..., Investment Advisory, Financial Advisory, Equities, Series 63, Retirement Planning
Education
Rowan University 1993 — 1997
Mathematics
St. Peter's College 1992 — 1993
MFS Investment Management July 2010 - Present
PricewaterhouseCoopers LLP August 1997 - July 2010
Fidelity Investments March 1993 - August 1997
Paul Tsongas Presidential Campaign December 1991 - February 1993
Westinghouse Electric Company June 1989 - November 1991
Cornerstone Research August 1988 - June 1989
Skills
Technical Accounting..., SEC filings, Auditing, Internal Controls, Sarbanes-Oxley Act, Financial Analysis, Accounting, Mergers & Acquisitions, Financial Statements, Financial Reporting, Internal Audit, Financial Services, Analysis, Asset Management, SEC Filings, Finance, US GAAP
Education
Santa Clara University 1983 — 1987
Bachelor of Science
MFS Investment Management June 2015 - Present
Skills
Microsoft Office, Social Media, Research, Microsoft Excel, Microsoft Word, English, Photoshop, Creative Writing, PowerPoint, Customer Service, Twitter, Teamwork, Writing, Editing, Facebook, Social Networking, Copy Editing, Project Management
Education
Salem State University 2013 — 2015
Bachelor’s Degree, Communications (Public Relations), 3.95 GPA
Munters Corporation January 2005 - Present
Munters January 2005 - January 2008
Tufts Medical Center January 2004 - January 2005
MFS Investment Management October 1998 - July 2004
Skills
ADP HRB, ADP Payroll, ADP E-Time, Ceridian Payroll System, People Trak, PeopleSoft, Lotus Notes, Microsoft Excel, Microsoft Word, HRIS, Payroll, Training, Analysis, Personnel Management, Leadership
Education
Lynn English High School
Salem State College
Business Administration and Management, General
MFS Investment Management March 2012 - Present
Sidoti & Company, LLC October 2011 - December 2011
SunGard Financial Systems June 2010 - August 2010
Skills
Finance, Financial Reporting, Microsoft Excel, PowerPoint, New Business Development, Market Research, Access, Series 7, Social Media, Analysis, Microsoft Word, Strategic Planning, Research, Microsoft Office, Mutual Funds, Financial Analysis, Investments, Management, Marketing, Sales
Education
Saint Michael's College 2007 — 2011
Bachelor of Science, Business Administration, Finance, and Management
Boston College High School 2004 — 2007
High School Diploma
Pacific Life May 2014 - Present
Symetra Financial April 2012 - April 2014
Sun Life Financial January 2006 - March 2012
MFS Investment Management March 2003 - December 2005
MFS Investment Management September 2000 - February 2003
MFS Investment Management September 1997 - August 2000
Skills
Mutual Funds, Series 63, Financial Services, Series 7, Retirement Planning, Retirement, Investments, Fixed Annuities, Management, Series 6
Education
Southern New Hampshire University 1993 — 1997
B.S Business Administration, Business Management
WMHS
MFS Investment Management June 2014 - Present
Chelo's of Woonsocket Inc May 2010 - June 2014
Skills
Multi Tasking, Organization, Interpersonal Skill, Fast-paced, Customer Service, Customer Satisfaction, APA, Report Writing, Psychology, Teamwork, Outlook, PowerPoint, Statistics, Microsoft Word, Access, Administration, Spreadsheets, Microsoft Office 2007, Time Management, Critical Thinking, Goal Oriented, SPSS, Microsoft Excel, Microsoft Office, Research
Education
Rivier College 2009 — 2013
Bachelor of Arts (BA), Psychology
MFS Investment Management September 2015 - Present
Putnam Investments September 2014 - September 2015
Downtown Boston Business Improvement District (DBBID) June 2012 - August 2012
Skills
Microsoft Excel, Data Analysis, Public Speaking, Statistics, Economics, QuickBooks, Investments, Mutual Funds, SPSS, Critical Thinking, Analysis, Financial Analysis, Teamwork
Education
Saint Anselm College 2010 — 2014
Bachelor’s Degree, Bachelor of Arts: Business
Reliance Standard November 2010 - Present
Jenkintown Borough January 2010 - Present
Wyncote Marketing Communications June 2009 - November 2010
BlackRock 2005 - 2009
Turner Investment Partners 2001 - 2005
Lincoln Financial Group 1999 - 2001
MFS Investment Management 1990 - 1999
Smith Badofsky and Raffel Advertising 1988 - 1989
First Marketing Corp 1986 - 1988
The Daily Egyptian September 1983 - August 1984
Skills
B2B, CRM Integration, Team Leadership, Financial Services, Marketing, Marketing Communications, Insurance, Strategic Planning, New Business Development, Project Management, Vendor Management, Marketing Strategy, Email Marketing, CRM, Integrated Marketing, Leadership, Management, SEO, Sales, Social Media, Strategy
Education
Southern Illinois University, Carbondale 1980 — 1984
BS, Journalism
MFS Investment Management December 2014 - Present
Scoopr Media April 2014 - December 2014
VeriFone January 2010 - August 2012
Clear Channel Outdoor May 2008 - January 2010
Clear Channel November 2006 - May 2008
Stop & Shop March 2006 - November 2006
FedEx Office December 2003 - March 2006
Skills
Graphic Design, Advertising, Illustrator, Creative Direction, Adobe Acrobat, InDesign, Logo Design, Photoshop, Outdoor Advertising, QuarkXPress, Photography, Brochures, After Effects, Catalogs, Adobe Creative Suite, Flash, Product Marketing, Art Direction, Publishing, Final Cut Pro, Mac, User Interface Design, Brand Development, Layout, Typography, Corporate Branding, Branding, Graphics, Flash Animation, Image Editing, Banners, Invitations, Email Marketing, Flyers, Corporate Identity, Vector Illustration, Posters, Digital Media, Marketing, Business Cards, Image Manipulation, Visual Communication, Social Media Marketing, Motion Graphics, Pre-press, User Interface, Social Media, Branding
Education
Regis College 1999 — 2003
Bachelor of Arts, Graphic Design
Lynnfield High 1995 — 1999
High school
MFS Investment Management June 2013 - August 2013
Flat Waves March 2013 - April 2013
Vector Marketing June 2012 - August 2012
ARCADIS June 2011 - August 2011
Skills
Analytic Problem Solving, Research, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Social Media, Teamwork, English, Community Outreach
Education
University of Massachusetts Lowell 2014 — 2016
Bachelor of Science (BS), Mathematics
Salve Regina University 2011 — 2013
Bachelor of Arts (B.A.), Psychology; European History
Mansfield High School 2007 — 2011
MFS Investment Management January 2014 - Present
Boston Children's Hospital September 2013 - January 2014
BJ's Wholesale Club January 2013 - September 2013
BJ's Wholesale Club October 2012 - January 2013
InterFACE Talent Network June 2012 - September 2012
Scampi Restaurant December 2011 - May 2012
Roger Williams University August 2009 - May 2012
Skills
Product Development, Promotion Planning, Product Management, Promotions, Marketing Research, Customer Satisfaction, Event Planning, PowerPoint, Social Networking, Word, Social Media, Event Management, Market Research, Excel, Public Speaking, PeopleSoft, Microsoft Office, Oracle HR, Microsoft Excel, Microsoft Word, Outlook, Human Resources, Employee Benefits, Access, Teamwork, Advertising, Management, Analysis, Team Building, Customer Service, Retail, Data Entry, Sales, Marketing Communications, Social Media Marketing, Budgets, Time Management, Press Releases, Coaching, Team Leadership, Marketing, Leadership, Public Relations, Employee Relations, Account Management, Marketing Management, Talent Acquisition, Onboarding, Training
Education
Roger Williams University 2008 — 2012
Bachelors of Science, Double Major: Management and Marketing with a core in Psychology.
Southwick Tolland Regional High School 2004 — 2008
High School Diploma
Grainger January 2013 - Present
American Express Merchant Services April 2011 - January 2013
FedEx Corporate Services October 2006 - April 2011
FedEx Corporate Services October 2000 - October 2006
MFS Investment Management July 1999 - October 2000
Skills
New Business Development, Logistics, Income Statement, Salesforce.com, Account Management, Sales Process, Sales, Solution Selling, Negotiation, Contract Negotiation, Business Development, Team Building, Management, Coaching, Strategic Planning, Sales Management, Forecasting, B2B, Marketing, Marketing Strategy, Team Leadership, Supply Chain
Education
Saint Anselm College 1995 — 1999
Bachelors, Financial Economics
MFS Investment Management October 2015 - Present
MFS Investment Management August 2007 - September 2015
Massachusetts Office of International Trade & Investment January 2007 - May 2007
Education
Salem State University 2003 — 2007
Bachelor, International Business
Malden High School 2000 — 2003
Putnam Investments April 2013 - Present
Alliant Insurance Services May 2011 - April 2013
AllianceBernstein October 2006 - March 2011
MFS Investment Management March 2005 - October 2006
Prudential Financial May 2002 - March 2005
PriVest Bank August 2000 - May 2002
Lincoln Financial Group 1988 - 2000
Jesuit Volunteer Corps Northwest August 1987 - July 1988
Skills
Retirement Planning, Investments, Series 63, 401k, Series 7, Mutual Funds, Asset Allocation, Retirement, Investment Advisory, Defined Benefit, Profit Sharing, Series 6, Pensions, Wealth Management, Securities, Fixed Annuities, Asset Managment, Alternative Investments, Retirement Plan..., Series 65, Investment Strategies, 403 b, 457 Plans
Education
University of California, Irvine - The Paul Merage School of Business 1998 — 1999
MBA, Finance
St. Mary's College of California 1983 — 1987
Bachelor's Degree, Business, Psychology
Gunn
MFS Investment Management March 2015 - Present
MFS Investment Management January 2001 - March 2015
MFS Investment Management December 1994 - January 2001
Putnam Investments January 1993 - December 1994
Skills
Project Management, Marketing Strategy, Strategy, Mutual Funds, Integrated Marketing, Public Relations, Financial Services, Advertising
Education
Skidmore College
Bachelor of Arts (B.A.)
Premier Fabrics Inc. and City Prints February 2015 - Present
GuideSpark October 2014 - December 2014
Wells Fargo August 2014 - October 2014
MFS Investment Management January 2011 - May 2014
Gilly Hicks December 2008 - January 2013
Simmons College September 2010 - May 2011
Praijje January 2011 - April 2011
Cram and Ferguson Architects February 2009 - May 2009
Skills
Graphic Design, Typography, Adobe Acrobat, Logo Design, Wire Framing, Adobe indesign, Photoshop, Delta Graph, QuarkXPress, Product Design, PowerPoint, Excel, iMovie, Twitter, Python, Digital Photography, traditional photography, SharePoint, Microsoft Excel, InDesign, Photography, Adobe Creative Suite, Facebook, Illustrator, Mac, Blogging, Layout, Social Media, Marketing Communications, Marketing, Social Networking, Time Management, Social Media Marketing, Advertising, Creative Writing, Art, Teamwork, Microsoft Office, Image Editing, Sales, Visual Merchandising, Retail, Illustration, Experience Design, Customer Service, Merchandising
Education
Simmons College 2009 — 2013
Bachelor's Degree, Design and Visual Communications, General, 3.4
Concord Carlisle High School 2005 — 2009
Cloudbilt June 2014 - Present
PTC May 2013 - June 2014
PTC June 2012 - July 2013
Island Oasis April 2010 - July 2012
EfB Elite A/S August 2011 - April 2012
MFS Investment Management May 2008 - August 2008
Skills
Sales, Cold Calling, Microsoft Excel, Salesforce.com, Solution Selling, Sales Prospecting, Territory..., Territory Account..., Siebel, Force Management, Customer Satisfaction, Marketing, Management, Team Leadership, Sales Operations, Straight Talking, SaaS, Sales Process, Enterprise Software, Direct Sales, Account Management
Education
Catholic Memorial High School
High School
Saint Anselm College
Bachelor of Arts (B.A.), Business/Commerce, General
Dana-Farber Cancer Institute January 2009 - Present
Milford Regional Medical Center February 2005 - December 2008
MFS Investment Management September 1993 - October 2004
Skills
Clinical Research, Data Entry, GCP, IRB, Clinical Research..., Healthcare, Clinical Monitoring, EDC, CTMS, Hospitals, Healthcare Management, Healthcare Information..., EMR, Nursing, Patient Safety, Project Management, Informatics, Clinical Trials, Inpatient, HIPAA
Education
Salve Regina University
B.A., English
Salve Regina University
Bachelor's degree, English
United States Air Force 2014 - Present
Unilever 2013 - 2013
Occupational Dis May 2011 - 2013
MFS Investment Management 2010 - 2011
Skills
Microsoft Office, Customer Service, Microsoft Excel, Financial Analysis, Banking, Strategic Planning, Business Analysis, Risk Management, Project Management, Investments, Microsoft Word, PowerPoint, Business Strategy, Change Management, Process Improvement, Financial Modeling, Portfolio Management, Management, Accounting, New Business Development, Data Analysis, Project Planning, Negotiation, Teamwork, Training, Insurance, Budgets, Team Building, Access, Performance Management, Research, Team Management, Financial Reporting, Policy, Business Development, Leadership, Team Leadership, Nonprofits, Finance, Forecasting, Program Management, CRM, Sales, Market Research, Operations Management, Security, SAP, Analysis, Business Planning, Time Management
Education
Southern New Hampshire University 2011 — 2012
Master's Degree, Justice Studies, 3.84
Southern New Hampshire University 2011 — 2012
Professional Graduate Certificate, Public Administration
Southern New Hampshire University 2011 — 2012
Cyber Security
Quinnipiac University 2006 — 2010
Business Management, B.S
Proctor Academy 2003 — 2006
High School Diploma
Cardigan Mountain School 1999 — 2003
MFS Investment Management January 2015 - Present
Renewal by Andersen March 2010 - November 2013
Aviation Structural Mechanical Safety Engineer October 2007 - January 2010
Skills
Microsoft Office, Microsoft Word, Marketing Strategy, Marketing Communications, marketing, Sales, PowerPoint, Customer Service, Microsoft Excel, Social Media Marketing, Real Estate Transactions, Canvassing, Direct Sales, Sales Presentations, Lotus Notes, Adobe Acrobat, InDesign, Data Analysis, Critical Thinking, RNA, Time Management, Medical Education, Navy, Military Aviation, Military Operations, Lead Generation, Marketing
Education
University of Massachusetts Lowell 2013 — 2015
Marketing/ Management, Management Information Systems, 3.34 GPA
American Red Cross 2012 — 2013
Certified Nurse Assistant, CNA, A
Quinsigamond Community College 2010 — 2012
Associates in Health Care Science, Health Care Science, 3.4 GPA
United States Naval Aviation School 2006 — 2007
aviation structural mechanic safety equipment, Aviation Structural Mechanic, 4.0
Seacoast Ticket Agency August 2014 - Present
MFS Investment Management October 2013 - June 2014
Prime, Buchholz & Associates August 2013 - September 2013
Pax World Funds June 2012 - August 2012
Rye Recreation Basketball Camps June 2011 - August 2011
Dorley Painting June 2010 - August 2010
Skills
Microsoft Office, Leadership, Works Well in Groups, Sales, Coaching, Finance, Organization, Time Management, Computer-savvy
Education
Unversity of New Hampshire 2010 — 2013
Bachelor of Science (B.S.), Double Majoring In Finance and Management, 3.4/4.0
Santa Clara University 2009 — 2010
AT&T June 2014 - Present
AT&T July 2012 - June 2014
MFS Investment Management August 2009 - June 2012
Skills
SQL, Microsoft Excel, PowerPoint, Databases, Microsoft SQL Server, Microsoft Word, Data Analysis, SharePoint, SDLC, Microsoft Office, Software Development, Database Design, Oracle, OS X, Windows, Agile Methodologies, JavaScript, Business Analysis, Access, Requirements Gathering, Analysis
Education
Southern Methodist University 2005 — 2009
BA, Economics
Mesirow Financial November 2010 - Present
Global Alpha Forum March 2007 - Present
Connecticut Hedge Fund Association 2004 - 2015
Bank of America Merrill Lynch September 2006 - November 2010
Arrow Partners April 2002 - April 2004
Goldman Sachs August 1997 - January 2002
MFS Investment Management March 1993 - August 1997
Trotta & Trotta January 1991 - February 1993
Skills
Asset Management, Alternative Investments, Investment Management, Institutional..., Hedge Funds, Fund Of Funds, Mutual Funds, Private Placements, Pension Funds, Capital Markets, Private Banking, Public Speaking, Organizational..., Customer Relations, Marketing Strategy, Retirement Planning, Series 7, Series 6, Series 63, Series 65, Series 31, Series 22
Education
Quinnipiac University School of Law 1989 — 1991
JD, Law
University of Miami 1983 — 1987
AB
Integrated Project Management Company, Inc. (IPM) June 2015 - Present
EMD Millipore June 2011 - February 2015
Fidelity Investments January 2011 - April 2011
Fidelity Investments December 2006 - December 2010
MFS Investment Management March 1998 - September 2006
Skills
Integration, Project Management, Business Process, ITIL, PMP, Management, Project Portfolio..., Outsourcing, Enterprise Software, Leadership, Business Analysis, Program Management, Information Technology, Budgets, Vendor Management, Operations Management, Governance, Mutual Funds, Systems Management, Cross-functional Team..., Strategy, Six Sigma, Business Process..., Team Building, Computer Security, Investments, Analysis, Volunteer Management, SDLC, Non-profit Volunteer, Risk Management, Change Management
Education
Salem State University
Master of Business Administration (M.B.A.)
University of Massachusetts, Amherst
Bachelor's Degree
University of New Hampshire
Certificate Program
Westborough High School
High School
AllianceBernstein January 2008 - Present
MFS Investment Management January 1997 - December 2007
Skills
Investments, Equities, Asset Management, Fixed Income, Portfolio Management, Hedge Funds, Alternative Investments, Mutual Funds, Financial Services, Capital Markets
Education
Roanoke College 1978 — 1982
Bachelor of Business Administration (B.B.A.), Finance, General
Brigham and Women's Hospital January 2015 - Present
Software Secure, Inc. October 2006 - May 2012
MFS Investment Management July 2004 - May 2006
Skills
Registered Nurses, Microsoft Office, Software Documentation, Healthcare, Outlook, Quality Assurance, Healthcare Information..., Customer Service, Microsoft Excel, Process Improvement, OS X, Salesforce.com, Remote Desktop, Training, PowerPoint, Hospitals, BLS, Nursing, Home Health Agencies, Home Care
Education
Simmons College 2012 — 2014
Bachelor of Science (BS), Registered Nursing/Registered Nurse
Roxbury Community College 2010 — 2012
Associate of Science (AS), Health Careeers
MFS Investment Management March 2012 - Present
MFS Investment Management May 2007 - March 2012
Skills
Bloomberg, Equities, Microsoft Excel, Investments
Education
Saint Anselm College 2000 — 2004
Bachelor of Arts, Business
MFS Investment Management September 2014 - Present
Holy Trinity Armenian Church June 2013 - June 2015
Monte Nido & Affiliates June 2014 - August 2014
Monte Nido & Affiliates August 2013 - June 2014
Mansfield Beauty Schools June 2010 - August 2012
St. Vartan Camp July 2011 - July 2012
Skills
Leadership, Employee Relations, Organizational..., Leadership Development, Employee Engagement, Management, Fundraising, Marketing, Public Speaking, Time Management, Teamwork, Event Planning, Social Networking, PowerPoint, Customer Service, Microsoft Excel
Education
Salve Regina University 2009 — 2013
Bachelor's degree, Psychology
Belmont High School 2005 — 2009
High School Doploma
MFS Investment Management October 2014 - Present
MFS Investment Management January 2014 - September 2014
Brown Brothers Harriman & Co. August 2012 - October 2013
Roger Williams University October 2011 - May 2012
Roger Williams University October 2010 - May 2011
Skills
Bloomberg Terminal, Morningstar Direct, Microsoft Excel
Education
Roger Williams University 2009 — 2012
Bachelor of Science, Finance, Cum Laude
University of Wollongong 2011 — 2011
Xaverian Brothers High School
Frantzen Capital Management December 2006 - Present
MFS Investment Management April 2004 - April 2006
Prime Choice Mortgage & Financial Services, Inc. April 2005 - September 2005
Skills
Investments, Asset Managment, Portfolio Management, Mutual Funds, Equities, Real Estate, Financial Analysis, Securities, Investment Properties, Financial Modeling, Valuation, Investment Strategies
Education
Rollins College 1999 — 2003
Bachelor of Arts (BA), Political Science and Government
Natixis Global Asset Management May 2014 - Present
Natixis Global Asset Management May 2013 - May 2014
MFS Investment Management January 2011 - May 2013
MFS Investment Management January 2007 - December 2010
MFS Investment Management 2005 - 2007
Skills
Accounting, Forecasting, Account Reconciliation, Asset Management, Budgets, Analysis, Financial Accounting, Finance, Mutual Funds, Financial Analysis, Essbase, PeopleSoft, Asset Managment, Financial Reporting, Microsoft Excel, Separately Managed..., Separate Accounts, Payroll, Sales Commissions, Revport, Epicor
Education
Suffolk University - Sawyer Business School 2004 — 2008
MS, Accounting
Saint Anselm College 1996 — 2000
BA, Biology
Wellington Management July 2014 - Present
Simmons College June 2013 - Present
Wellington Management April 2010 - June 2014
Bluestreak April 2008 - April 2010
First Marblehead Education Resources 2004 - February 2008
MFS Investment Management May 1998 - March 2004
Skills
Quality Assurance, Agile Methodologies, User Acceptance Testing, SDLC, Testing, Software Quality..., Quality Center, Alumni Relations, Business Analysis, Enterprise Software, Leadership, Management, Networking, Outsourcing, Process Improvement, Requirements Analysis, Scrum, Software Development, Software Project..., Test Automation, Test Planning, Training, Vendor Management, Visio, Integration
Education
Simmons College 1987 — 1991
BS, Computer Science and Spanish
MFS Investment Management January 1999 - Present
Education
Salem State University 1990 — 1995
MFS Investment Management July 2013 - Present
MFS September 2003 - July 2013
Annisquam Yacht Cub 1999 - 2002
Skills
Series 7, Series 63, Mutual Funds, Portfolio Management, Risk Management
Education
Rollins College 1997 — 2002
Tabor Academy 1993 — 1997
High School
Novartis Institutes for BioMedical Research December 2009 - Present
Pioneer Investments March 2007 - December 2009
MFS Investment Management 2000 - 2007
Davis Companies September 1998 - December 2000
Skills
Systems Analysis, Data Center, Active Directory, Security, Firewalls, Cisco Technologies, Juniper, OSPF, Network Design, IPSec, BGP, Checkpoint, VoIP, CISSP, Information Technology, IT Operations, ITIL, Disaster Recovery, IT Strategy, Vendor Management, Cloud Computing, Virtualization, VPN, WAN, Juniper Technologies, Networking, Network Security, Routers, Storage, MPLS, Unified Communications, Management
Education
Salem State College 1991 — 1996
Bachelor of Arts (B.A.), Graphic Design
Reading Memorial High School 1988 — 1991
MFS Investment Management December 1999 - Present
Skills
VMware, Virtualization, Requirements Analysis, Solaris, Disaster Recovery, SDLC, Integration, Business Analysis, Unix, Microsoft SQL Server, Enterprise Architecture, SQL, Vendor Management, Cloud Computing, Security
Education
Quincy College 1998 — 2000
AS/CS
Financial Services August 2009 - Present
MFS Investment Management February 1994 - July 2009
Skills
Mutual Funds, Strategic Planning, Business Strategy, Securities, Strategic Financial..., Investments, Business Development, Portfolio Management, Risk Management, New Business Development, Business Analysis, Process Improvement, Vendor Management, Start-ups
Education
Regis College
BA, Business Management/Marketing
MFS Investment Management March 2008 - Present
Education
Saint Michael's College 1991 — 1995
Coldwell Banker Residential Brokerage August 2003 - Present
MFS Investment Management July 1997 - December 2002
First Data Corporation 1987 - 1994
Education
Simmons College - Simmons School of Management 1992 — 1994
MBA, Business
Dell October 2007 - Present
EqualLogic Inc. October 2007 - January 2008
MFS Investment Management April 2006 - September 2007
Manufacturers Services Ltd 1999 - 2001
Brown Rudnick 1997 - 1999
Drummond Woodsum & McMahon 1994 - 1997
Skills
Intellectual Property, Litigation, Due Diligence, Securities, Risk Management, Outsourcing, Cross-functional Team..., Employment Law, Management Consulting, Copyright Law, Securities Regulation, Competition Law, International Law, Trademarks, Enterprise Software, Legal Compliance, Legal Advice, Litigation Support, Privacy Law, Legal Assistance
Education
Suffolk University Law School 1997 — 2001
Juris Doctor
Roanoke College 1986 — 1988
B.A., Political Science
Andover High School
Andover High School
TFA International January 2014 - Present
Natixis Global Asset Management March 2010 - May 2013
Pioneer Investments 2006 - 2008
MFS Investment Management April 1995 - October 2006
Education
Saint Anselm College
Bachelor of Arts (B.A.), Business Administration and Management, General
MFS Investment Management June 2005 - June 2012
Charles Schwab February 1992 - December 2004
Skills
Mutual Funds, Financial Services, Analysis, Management, Customer Service, Quality Assurance, Banking
Education
Southeast Missouri State University
MFS Investment Management July 2014 - Present
MFS Investment Management February 2014 - July 2014
MFS Investment Management March 2013 - February 2014
MFS Investment Management March 2012 - March 2013
MFS Investment Management September 2010 - March 2012
MFS Investment Management April 2008 - September 2010
MFS Investment Management August 2006 - April 2008
Winter Wyman 2005 - 2006
Skills
Talent Acquisition, Applicant Tracking..., Recruiting, PeopleSoft, College Recruiting, Human Resources, Sourcing, HRIS, Taleo, Workday
Education
Saint Anselm College
Bachelor's, Business
MFS Investment Management January 2013 - Present
MFS Investment Management March 2010 - December 2012
Merrimack County Savings Bank August 2009 - November 2009
Fidelity Investments June 2006 - February 2009
Ropes & Gray LLP March 2006 - June 2006
Private Trust Group October 2003 - March 2006
Ropes & Gray LLP November 1999 - October 2003
New London Trust October 1998 - November 1999
Education
Saint Anselm College 1990 — 1993
Bachelor of Arts, Financial Economics
MFS Investment Management April 2012 - Present
Skills
Series 63, Marketing, Asset Management, Mutual Funds, Investments, Series 6, Series 7, Risk Management, Financial Services, Asset Allocation, Alternative Investments, Equities, Securities, Fixed Income, Wealth Management, Management, Retirement Planning, Relationship Management, Investment Strategies, Finance
Education
Saint Anselm College 1990 — 1994
BA
MFS Investment Management March 2013 - Present
MFS Investment Mgmt October 2006 - February 2013
Eaton Vance 1998 - 2006
Education
Saint Anselm College 1993 — 1997
BA, political science
MFS Investment Management
Skills
Mutual Funds
Education
Saint Michael's College 1990 — 1994
MFS Investment Management October 2003 - Present
Fidelity Investments October 1997 - September 2002
Polaroid 1995 - 1997
Skills
Corporate Identity, Mac, Adobe Creative Suite, Logo Design, Typography, InDesign, QuarkXPress, Marketing Communications, Art Direction, User Experience, Graphic Design, Advertising, Illustrator, Creative Direction, Integrated Marketing
Education
Rhode Island School of Design 1981 — 1984
MFA, Graphic Design
Instituto de Diseno,Caracas, Vzla 1977 — 1980
BFA, Graphic Design
MFS Investment Management July 2000 - Present
Education
Saint Anselm College 1995 — 1999
MFS Investment Management November 2014 - Present
John Hancock October 1990 - November 2014
Education
Simmons College 1986 — 1990
Bachelors, Finance
MFS Investment Management August 2012 - Present
Wells Fargo Funds Management Group April 1996 - August 2012
Evergreen Investments April 1996 - May 2009
Arthur Andersen LLP 1992 - 1996
Education
Saint Michael's College 1988 — 1992
Bachelor of Science, Accounting
Young Presidents' Organization September 2012 - Present
Harvard Business School August 2010 - August 2012
Harvard Business School May 2004 - January 2011
MFS Investment Management May 2003 - May 2004
Education
Saint Anselm College 1999 — 2003
Bachelor of Arts (B.A.), Business/Commerce, General
Sentinel Investments July 2007 - Present
MFS Investment Management 2004 - 2007
Skills
Investment Management, Bloomberg, Investments, FINRA, Asset Management, Mutual Funds, Series 7, Equities, Fixed Income, Series 63, Portfolio Management, Series 6, Securities, Hedge Funds, Financial Services, ETFs, Asset Allocation, Alternative Investments
Education
Saint Michael's College 1987 — 1991
BA, Psychology
Red Hill Security Consulting January 2010 - Present
Caturano and Company (McGladrey) 2004 - 2008
MFS Investment Management 2002 - 2004
MFS Investment Management 2001 - 2002
MFS Investment Management July 1999 - 2001
Skills
Vulnerability Assessment, Marketing, Marketing Communications, Public Speaking, Fundraising, Nonprofits, Social Media Marketing, Risk Assessment, Public Relations, Professional Services, Social Media, Information Technology, CRM, Information Security..., Lead Generation, Start-ups, Enterprise Software, SaaS, Leadership, Strategic Partnerships, Solution Selling, Salesforce.com, Research, Team Building
Education
Regis College 1995 — 1999
BA, Communicaitons/Management
MFS Investment Management March 2004 - Present
Massachusetts Financial Services 2002 - Present
Fidelity Investments 1996 - 2004
Fidelity Investments November 1996 - July 2002
Skills
Marketing, Email Marketing, Integrated Marketing, Marketing Communications, Financial Services, Marketing Strategy, Direct Marketing, Digital Marketing, Social Media Marketing, Social Media, Strategy, Copywriting, Direct Mail, Online Advertising, Market Research
Education
Smith College
B.A., Government & Economics
MFS Investment Management
Skills
Series 63, Series 7, Mutual Funds, Asset Management
Education
Saint Anselm College 1992 — 1996
MFS Investment Management January 2000 - Present
Skills
FINRA, Securities, Investment Advisory, Equities, Insurance, Relationship Management, Compliance, Mutual Funds, Series 63, Series 7
Education
Regis College 1995 — 1999
Bachelor of Arts (B.A.), Communications
Revere High School
General Dynamics Project ManagerGeneral Dynamics Information Technology2007 - Present
MFS Investment Management 2004 - 2007
MFS 2004 - 2006
Wellington Management 2000 - 2004
New England Funds 1997 - 2002
Skills
Project Management, Management, Business Analysis, Integration, Requirements Analysis, Process Improvement, SharePoint, Disaster Recovery, Vendor Management, Software Documentation, SCSM
Education
University of Massachusetts Boston 1991 — 1994
MIS, computers, finance
Simmons College 1985 — 1987
Accounting
MetLife April 2007 - Present
Columbia Management 2004 - 2007
SunAmerica 1994 - 2001
MFS Investment Management 1984 - 1988
Education
Scripps College
Bachelor of Science, Political Science/Public Law
Scripps College
MFS Investment Management March 1994 - Present
MFS Investment Management 1994 - Present
Skills
Mutual Funds, Separately Managed..., Series 63
Education
Rider University 1984 — 1988
MFS Investment Management July 2004 - Present
State Street January 2001 - September 2003
Education
Regis College 1996 — 2000
BA, Finance and Economics
Michaud Insurance & Financial Services 2004 - Present
Robert W. Michaud, CPA 2004 - Present
Northwestern Mutual 2004 - 2004
MFS Investment Management September 1999 - October 2003
Education
Saint Michael's College 1995 — 1999
Bachelor of Science, Business Administration
Apponequet Regional High School 1992 — 1995
Burns Power Tools October 2002 - Present
MFS Investment Management March 2000 - September 2002
Skills
Negotiation, Sales Management, New Business Development, Sales, Business Development, Pricing, Marketing Strategy, Sales Operations, Strategic Planning, Account Management, Marketing, Product Development, Team Building, Key Account Management, Purchasing
Education
Roger Williams University 1995 — 1998
Bachelor, Business Management
MFS Investment Management December 2014 - Present
Eagle Investment Systems April 2008 - November 2014
The Bank of New York Mellon 2006 - 2008
The Boston Company 1984 - 1992
Skills
Financial Services, Fixed Income, SDLC, Business Analysis, Fund Accounting, Securities, Equities, Corporate Actions, Asset Management, Derivatives, Mutual Funds, Requirements Analysis, Process Improvement
Education
Simmons College 1980 — 1984
Bachelor of arts, Accounting
Wyeth Director Human ResourcesMilliporeAugust 2004 - August 2006
MFS Investment Management June 1998 - September 2003
Hewlett-Packard September 1978 - September 1997
Education
San Jose State University
MA, Liberal Arts
MFS Investment Management May 2011 - Present
MFS Investment Management May 2008 - May 2011
Skills
Series 7, Mutual Funds, Asset Allocation, Fixed Income, Investments, Separately Managed..., Equities, Portfolio Management, Business Development, Client Seminars, Client Aquisition, Series 24, Series 66
Education
Quinnipiac University 2003 — 2007
Quinnipiac University - School of Business 2003 — 2007
Bachelors, Management
MFS Investment Management April 2015 - Present
Wellington Management June 2014 - April 2015
Massachusetts Health Connector February 2013 - May 2014
Stax Inc. October 2012 - February 2013
Forsythe April 2011 - July 2012
Enterprise Holdings September 2008 - April 2011
The Florida Panthers Hockey Club October 2005 - May 2006
Skills
Account Management, Sales Management, Sales, New Business Development, Customer Service, Marketing, B2B, Strategic Planning, Marketing Strategy, Project Management, Cross-functional Team..., Management
Education
Quinnipiac University 2006 — 2008
M.B.A., Business Administration
University of Miami 2002 — 2006
Bachelor of Science, Sports Administration and Business Management
Avon Old Farms Prepatory School 1998 — 2002
MFS Investment Management January 2014 - Present
Cognizant Technology Solutions June 2000 - December 2013
American Megatrends June 1998 - June 2000
AMI 1998 - 2000
Skills
Software Project..., Business Strategy, Customer Relations, Vendor Management, Outsourcing, Business Management, Application Development, Global Delivery, IT Strategy, Offshoring, Team Management, IT Management
Education
Shanmugha Arts, Science, Technology and Research Academy 1994 — 1998
Bachelor Of Engineering, Computer Science
MFS Investment Management January 2014 - Present
Aflac August 2012 - Present
Skills
Fashion, Apparel, Customer Service, Retail, Merchandising, Microsoft Excel, Photoshop, Social Media, Microsoft Word, Visual Merchandising, PowerPoint
Education
Salem State College 1981 — 1985
Bachelor's degree, Business Administration and Management, General
MFS Investment Management February 2014 - Present
MFS Investment Management February 2013 - February 2014
Fidelity Investments May 2011 - February 2013
State Street Bank August 2010 - May 2011
Education
Saint Anselm College 2006 — 2010
Bachelor of Arts, Financial Economics
Kimball Union Academy
Charles River Laboratories May 2011 - Present
USI New England June 2006 - December 2010
MFS Investment Management February 1997 - June 2006
Liberty Financial August 1989 - September 1996
Skills
Outlook, Employee Benefits, Training, Recruiting, Healthcare, Leadership, Insurance, Benefits Administration, Customer Service, Marketing, Event Management, Research, Vendor Management, Analysis, Social Media, Management, Process Improvement, Microsoft Office, Account Management, Data Analysis, Proposal Writing, Budgets, Salesforce.com, Change Management, Team Building, Sales, Team Leadership, Employee Relations, Human Resources, PowerPoint, Project Management, Business Development, Strategic Planning
Education
Salem State University
MFS Investment Management December 2012 - Present
MFS Investment Management August 2012 - November 2012
MFS Investment Management July 2010 - August 2012
Skills
Mutual Funds, Series 63, Series 6, Microsoft Office, Securities
Education
Saint Anselm College 2006 — 2010
International Business
MFS Investment Management 1998 - 2012
Eaton Vance 1997 - 1998
Keystone Group 1985 - 1997
Skills
Fixed Income, Portfolio Management, Investments, Bonds, Equities, Mutual Funds, Bloomberg, Securities, Capital Markets, Valuation, High Yield, Hedge Funds, Trading, Private Equity, Financial Markets, Emerging Markets, Asset Management, Investment Banking, Asset Allocation
Education
Siena College 1980 — 1984
BS, Computer Science
MFS Investment Management June 2014 - Present
John Hancock Financial Services February 2013 - March 2014
John Hancock Life Insurance Company (U.S.A.) August 2010 - February 2013
Interactive Data October 2005 - February 2010
Skills
Microsoft Excel, Microsoft Office, Customer Service, Salesforce.com, Sales, Financial Services, Account Management, Vendor Management, Event Management, Software Documentation, Business Analysis, Employee Relations, Business Development, Training, Human Resources, Mutual Funds, Analysis, Data Analysis
Education
Quinnipiac University 2002 — 2005
B.A., Communications
Boston Financial Data Services December 2006 - Present
Talbots June 2001 - August 2006
Talbots September 1999 - June 2001
MFS Investment Management June 1987 - February 1995
MFS Investment Management 1985 - 1987
MFS Investment Management 1983 - 1985
Skills
Outlook, Mutual Funds, Management, Financial Services, Sales, Investments, Accounting, Customer Service, Portfolio Management, Marketing, Competitive Analysis, Securities, Call Centers, Microsoft Excel
Education
Saint Anselm College 1977 — 1981
BA, English
Financial Industry Regulatory Authority May 2012 - Present
MFS Investment Management September 2008 - April 2012
State Street August 2006 - September 2008
Skills
Financial Reporting, Mutual Funds, Financial Analysis, Equities
Education
Simmons College - Simmons School of Management 2010 — 2012
Master of Business Administration (MBA)
University of Massachusetts, Amherst 2002 — 2006
Resource Economics
MFS Investment Management September 2012 - Present
MFS Investment Management February 2012 - September 2012
Commonwealth Financial Network September 2011 - January 2012
English Lacrosse Association September 2010 - April 2011
Skills
Business Development, Investments, Social Media Marketing, Series 7, Marketing, Mutual Funds, Uniform Combined State..., Series 63, Training, Series 6, Selling, Securities, Cold Calling, Asset Allocation, Retirement Planning, Leadership, PowerPoint, Sales, Sports Coaching
Education
Quinnipiac University - School of Business 2006 — 2010
Bachlors of Science - Finance, Finance
Northfield Mount Hermon 2005 — 2006
Cohasset High School 2001 — 2005
High School Diploma
Trustwave September 2013 - Present
MFS Investment Management June 2011 - October 2011
RIT Telefund December 2009 - May 2010
Skills
TCP/IP, Security, Perl, DNS, Networking, DHCP, Windows, Linux, Routing, C++, Computer Security, Information Security, SNMP, MySQL, Security Policy, PHP, Web Development, Wireless Security, Wireless Sensor Networks
Education
Rochester Institute of Technology 2010 — 2013
Bachelor of Science (BS), Information Security and Forensics
Match Education July 2015 - Present
Experimental Media and Performing Arts Center (EMPAC) October 2014 - May 2015
Rensselaer Polytechnic Institute October 2014 - December 2014
Peabody Essex Museum June 2014 - August 2014
Rensselaer Polytechnic Institute September 2013 - December 2013
MFS Investment Management June 2012 - August 2012
Skills
Storyboarding, 3D, Maya, Photoshop, Illustrator, Flash, Premiere, After Effects, Final Cut Pro, Sony Vegas, Audacity, Graphite Drawing, Charcoal Drawings, Painting, Concept Art, Character Designs, Character Animation, Microsoft Office, Leadership, Video Editing
Education
Rensselaer Polytechnic Institute 2011 — 2015
Bachelor of Science, Electronic Arts concentrating in Visual Arts & Animation, Cumulative GPA: 3.79
Infosys Consulting, Inc. August 2015 - Present
MFS Investment Management June 2014 - August 2014
MFS Investment Management May 2013 - August 2013
MFS Investment Management May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Social Media
Education
Smith College 2011 — 2015
Bachelor of Arts (BA), Economics
Acton Boxborough Regional High School 2007 — 2011
HS Diploma
MFS Investment Management February 2012 - Present
Skills
Microsoft Excel, Microsoft Word, Adobe Acrobat, Bloomberg, Frontier, my.statestreet, PeopleSoft, Creative Writing, Bilingual -..., Organizational..., innovational, Improvisation, Engaging Public Speaker
Education
Quincy College 2012 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Year Up - Cambridge College 2011 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
MFS Investment Management January 2014 - Present
Texas Roadhouse 2007 - 2013
Parlin Memorial Library 2005 - 2012
Education
Salem State University 2007 — 2012
Bachelor of Science in Business Administration, Marketing and Decision Science