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
Jane Mancini Jane Mancini's MFS Investment Management Experience 1988 - 1997
Job SVP, Asset Manager Sector Head
Industry Financial Services
Experience
State Street Bank January 2014 - Present
I-Pension LLC January 2006 - January 2014
Rydex Investments 2003 - 2005
Putnam Investments 1999 - 2002
Sun Life Financial (US) Distributors 1997 - 1999
MFS Investment Management 1988 - 1997
Education
Suffolk University 1977 — 1981
BS, Journalism, PR
State Street Bank January 2014 - Present
I-Pension LLC January 2006 - January 2014
Rydex Investments 2003 - 2005
Putnam Investments 1999 - 2002
Sun Life Financial (US) Distributors 1997 - 1999
MFS Investment Management 1988 - 1997
Education
Suffolk University 1977 — 1981
BS, Journalism, PR
Benjamin Pittsley Benjamin Pittsley's MFS Investment Management Experience 2007 - 2010
Job Business & Finance Consultant
Industry Oil & Energy
Experience
Flatirons Business Solutions 2012 - Present
Great Western Oil & Gas Company 2015 - Present
Newfield Exploration 2012 - 2015
Lombard Odier 2010 - 2012
MFS Investment Management 2007 - 2010
State Street Bank 2004 - 2007
Skills
Valuation, Energy Industry, Financial Statements, Equity Research, Strategic Planning, Asset Management, Corporate Finance, Investment Management, Financial Modeling, Analysis, Finance, Energy
Education
Suffolk University - Sawyer School of Management 2005 — 2007
M.S. Finance, 3.8
University of New Hampshire -- Peter T. Paul College of Business and Economics 1999 — 2004
B.S., Finance
Flatirons Business Solutions 2012 - Present
Great Western Oil & Gas Company 2015 - Present
Newfield Exploration 2012 - 2015
Lombard Odier 2010 - 2012
MFS Investment Management 2007 - 2010
State Street Bank 2004 - 2007
Skills
Valuation, Energy Industry, Financial Statements, Equity Research, Strategic Planning, Asset Management, Corporate Finance, Investment Management, Financial Modeling, Analysis, Finance, Energy
Education
Suffolk University - Sawyer School of Management 2005 — 2007
M.S. Finance, 3.8
University of New Hampshire -- Peter T. Paul College of Business and Economics 1999 — 2004
B.S., Finance
Yvrantz Celestin Yvrantz Celestin's MFS Investment Management Experience August 2008 - January 2009
Job Partner Engagement and Education Specialist at American Student Assistance
Industry Financial Services
Experience
American Student Assistance February 2012 - Present
American Student Assistance January 2011 - February 2012
American Student Assistance August 2010 - January 2011
CitiFinancial April 2009 - July 2010
MFS Investment Management August 2008 - January 2009
T-Mobile July 2006 - August 2008
Skills
Team Building, Loans, Analysis, Credit, Management, Marketing, Training, Accounting, Auditing, CRM, Software Documentation, Finance, Salesforce.com
Education
Suffolk University 2004 — 2008
Bachelor's degree, Criminology and General Business
Brockton High school
American Student Assistance February 2012 - Present
American Student Assistance January 2011 - February 2012
American Student Assistance August 2010 - January 2011
CitiFinancial April 2009 - July 2010
MFS Investment Management August 2008 - January 2009
T-Mobile July 2006 - August 2008
Skills
Team Building, Loans, Analysis, Credit, Management, Marketing, Training, Accounting, Auditing, CRM, Software Documentation, Finance, Salesforce.com
Education
Suffolk University 2004 — 2008
Bachelor's degree, Criminology and General Business
Brockton High school
Jenny Louise Proulx Jenny Louise Proulx's MFS Investment Management Experience April 2000 - April 2001
Job Attorney at Law
Industry Legal Services
Experience
Proulx Law Offices April 2012 - Present
Ablitt Scofield, P.C. March 2011 - December 2011
Stephen E. Shamban Law Offices, P.C December 2007 - December 2010
Bellotti & Barretto, P.C April 2001 - September 2007
MFS Investment Management April 2000 - April 2001
Skills
Bankruptcy, Civil Litigation, Chapter 7, Torts, Appeals, Personal Injury, Legal Research, Hearings, Legal Writing, Litigation, Legal Assistance, Mediation, Depositions, Personal Injury..., Consumer Law, Pleadings, Document Review, Litigation Support, Dispute Resolution, Trials
Education
Suffolk University Law School 1996 — 1999
Juris Doctor
Stonehill College 1992 — 1996
Bachelor Science, Business Administration; Marketing
Proulx Law Offices April 2012 - Present
Ablitt Scofield, P.C. March 2011 - December 2011
Stephen E. Shamban Law Offices, P.C December 2007 - December 2010
Bellotti & Barretto, P.C April 2001 - September 2007
MFS Investment Management April 2000 - April 2001
Skills
Bankruptcy, Civil Litigation, Chapter 7, Torts, Appeals, Personal Injury, Legal Research, Hearings, Legal Writing, Litigation, Legal Assistance, Mediation, Depositions, Personal Injury..., Consumer Law, Pleadings, Document Review, Litigation Support, Dispute Resolution, Trials
Education
Suffolk University Law School 1996 — 1999
Juris Doctor
Stonehill College 1992 — 1996
Bachelor Science, Business Administration; Marketing
Katerina Kritikos Katerina Kritikos's MFS Investment Management Experience September 2013 - Present
Job Senior Compliance Analyst at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management September 2013 - Present
State Street May 2012 - September 2013
State Street February 2011 - May 2012
Skills
Bloomberg, Financial Analysis, Mutual Funds, Accounting, Fixed Income, Alternative Investments, Hedge Funds, Financial Services, Financial Modeling, Equities
Education
Suffolk University 2007 — 2011
Bachelor of Science in Business Administration, Finance and Marketing
Peabody High School
MFS Investment Management September 2013 - Present
State Street May 2012 - September 2013
State Street February 2011 - May 2012
Skills
Bloomberg, Financial Analysis, Mutual Funds, Accounting, Fixed Income, Alternative Investments, Hedge Funds, Financial Services, Financial Modeling, Equities
Education
Suffolk University 2007 — 2011
Bachelor of Science in Business Administration, Finance and Marketing
Peabody High School
Luke Varner Luke Varner's MFS Investment Management Experience June 2014 - Present
Job Security Engineer at MFS Investment Management
Industry Information Technology and Services
Experience
MFS Investment Management June 2014 - Present
Southern Polytechnic State University August 2012 - Present
Southern Polytechnic State University January 2014 - May 2014
Shane Co. October 2009 - March 2012
Mattress Firm May 2008 - March 2009
Mattress Firm May 2008 - March 2009
Skills
Customer Service, Inventory Management, Troubleshooting, Microsoft Excel, Computer Repair, Microsoft Office, Java, Information Security, Security Policy, ITIL Service Strategy, HIPAA, Governance, Direct Sales, Inventory Control, Quality Assurance, SQL, JavaScript, PHP, HTML, Training, Windows, PowerPoint, Networking, Technical Writing, Team Leadership, Management, CSS, Project Management, COBIT, Network Security, Security
Education
Southern Polytechnic State University 2012 — 2014
Master's degree, Information Technology
The University of Georgia 2004 — 2008
Bachelor of Science (B.S.), Psychology, 3.29
MFS Investment Management June 2014 - Present
Southern Polytechnic State University August 2012 - Present
Southern Polytechnic State University January 2014 - May 2014
Shane Co. October 2009 - March 2012
Mattress Firm May 2008 - March 2009
Mattress Firm May 2008 - March 2009
Skills
Customer Service, Inventory Management, Troubleshooting, Microsoft Excel, Computer Repair, Microsoft Office, Java, Information Security, Security Policy, ITIL Service Strategy, HIPAA, Governance, Direct Sales, Inventory Control, Quality Assurance, SQL, JavaScript, PHP, HTML, Training, Windows, PowerPoint, Networking, Technical Writing, Team Leadership, Management, CSS, Project Management, COBIT, Network Security, Security
Education
Southern Polytechnic State University 2012 — 2014
Master's degree, Information Technology
The University of Georgia 2004 — 2008
Bachelor of Science (B.S.), Psychology, 3.29
Dave Bryant Dave Bryant's MFS Investment Management Experience October 2008 - June 2015
Job Vice President Sales and Marketing
Industry Financial Services
Experience
WealthWise Partners, LLC June 2015 - Present
MFS Investment Management October 2008 - June 2015
State Street May 2007 - October 2008
Skills
Mutual Funds, Portfolio Management, Series 7, Indexed Annuities, ETFs, Equity Indexed Annuities, Investment Strategies, 401k, International Investment, Capital Markets, Fixed Annuities, Fixed Income Strategies, Charitable Gift..., Alternative Investments, Retirement Plan..., Variable Annuities, Trading, Asset Allocation, Income Protection, Fixed Income Analysis, Corporate Benefits
Education
Saint Lawrence University 2002 — 2006
Bachelor's degree, Economics and Spanish
Colegio Mayor Isabél de España 2005 — 2005
Spanish Language and Literature
Thayer Academy 1998 — 2002
WealthWise Partners, LLC June 2015 - Present
MFS Investment Management October 2008 - June 2015
State Street May 2007 - October 2008
Skills
Mutual Funds, Portfolio Management, Series 7, Indexed Annuities, ETFs, Equity Indexed Annuities, Investment Strategies, 401k, International Investment, Capital Markets, Fixed Annuities, Fixed Income Strategies, Charitable Gift..., Alternative Investments, Retirement Plan..., Variable Annuities, Trading, Asset Allocation, Income Protection, Fixed Income Analysis, Corporate Benefits
Education
Saint Lawrence University 2002 — 2006
Bachelor's degree, Economics and Spanish
Colegio Mayor Isabél de España 2005 — 2005
Spanish Language and Literature
Thayer Academy 1998 — 2002
Elizabeth Larson Elizabeth Larson's MFS Investment Management Experience 2002 - Present
Job VP Communications Management at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management 2002 - Present
Fleet Bank 1999 - 2002
BankBoston 1992 - 1999
The New England 1988 - 1992
The Haughey Group 1983 - 1985
Skills
Advertising, Marketing Communications, Integrated Marketing, Marketing, Corporate Communications, Internal Communications, Digital Marketing, Social Media Marketing, Direct Mail, Email Marketing, Mutual Funds, Brand Development, Direct Marketing, Corporate Branding, Digital Strategy, Marketing Strategy, Management, Strategy, Online Advertising, Brand Management, Brand Awareness
Education
St. Lawrence University 1979 — 1983
Laurel School
MFS Investment Management 2002 - Present
Fleet Bank 1999 - 2002
BankBoston 1992 - 1999
The New England 1988 - 1992
The Haughey Group 1983 - 1985
Skills
Advertising, Marketing Communications, Integrated Marketing, Marketing, Corporate Communications, Internal Communications, Digital Marketing, Social Media Marketing, Direct Mail, Email Marketing, Mutual Funds, Brand Development, Direct Marketing, Corporate Branding, Digital Strategy, Marketing Strategy, Management, Strategy, Online Advertising, Brand Management, Brand Awareness
Education
St. Lawrence University 1979 — 1983
Laurel School
Elizabeth Russo Elizabeth Russo's MFS Investment Management Experience May 2014 - Present
Job Associate Treasury Operations Analyst
Industry Management Consulting
Experience
MFS Investment Management May 2014 - Present
Belmont Country Club February 2010 - May 2014
Starbucks May 2012 - April 2014
MFS Investment Management May 2013 - January 2014
A. Russo & Sons January 2007 - January 2012
Samira's Homemade June 2010 - September 2011
Skills
Customer Service, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Inventory Management, Team Leadership, Event Planning, Event Management, Sales, Access, Retail, Management, Customer Satisfaction, Sales Management, Time Management, Research, Budgets, Online Research, Public Speaking, Teamwork
Education
Suffolk University 2012 — 2014
Bachelor of Science in Business Administration (BSBA), Business Administration and Management, General, 3.36/4.0
MFS Investment Management May 2014 - Present
Belmont Country Club February 2010 - May 2014
Starbucks May 2012 - April 2014
MFS Investment Management May 2013 - January 2014
A. Russo & Sons January 2007 - January 2012
Samira's Homemade June 2010 - September 2011
Skills
Customer Service, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Inventory Management, Team Leadership, Event Planning, Event Management, Sales, Access, Retail, Management, Customer Satisfaction, Sales Management, Time Management, Research, Budgets, Online Research, Public Speaking, Teamwork
Education
Suffolk University 2012 — 2014
Bachelor of Science in Business Administration (BSBA), Business Administration and Management, General, 3.36/4.0
Maureen Wittke Maureen Wittke's MFS Investment Management Experience 1999 - 2002
Job Mom
Industry Events Services
Experience
MFS Investment Management 1999 - 2002
State Street Research 1995 - 1999
HIP 1993 - 1995
Education
State University of New York College at Oswego
BA, Communications
MFS Investment Management 1999 - 2002
State Street Research 1995 - 1999
HIP 1993 - 1995
Education
State University of New York College at Oswego
BA, Communications
David P. DeGraff David P. DeGraff's MFS Investment Management Experience July 1986 - October 1989
Job Wealth Management Advisor at Janney Montgomery Scott, LLC.
Industry Financial Services
Experience
Janney Montgomery Scott, LLC. September 1991 - Present
Liberty Mutual Investments October 1989 - July 1991
MFS Investment Management July 1986 - October 1989
Skills
Strategic Financial..., Estate Planning, Portfolio Management, Series 7, 63, 65, Life & Long Term Care..., Variable Annuities, Notary Public, Investments, Wealth Management, Retirement, Mutual Funds, Series 7, Retirement Planning, Series 63, Asset Allocation, Securities, Asset Management
Education
The Wharton School of Business Executive Program 2005 — 2006
Wealth Management Certification Program, Financial Planning and Services
Syracuse University - Martin J. Whitman School of Management 1982 — 1986
B.S., Finance & Marketing
Janney Montgomery Scott, LLC. September 1991 - Present
Liberty Mutual Investments October 1989 - July 1991
MFS Investment Management July 1986 - October 1989
Skills
Strategic Financial..., Estate Planning, Portfolio Management, Series 7, 63, 65, Life & Long Term Care..., Variable Annuities, Notary Public, Investments, Wealth Management, Retirement, Mutual Funds, Series 7, Retirement Planning, Series 63, Asset Allocation, Securities, Asset Management
Education
The Wharton School of Business Executive Program 2005 — 2006
Wealth Management Certification Program, Financial Planning and Services
Syracuse University - Martin J. Whitman School of Management 1982 — 1986
B.S., Finance & Marketing
Michael Lawless Michael Lawless's MFS Investment Management Experience August 1996 - October 2002
Job Finance and Investor Relations Executive
Industry Semiconductors
Experience
Brooks Automation February 2015 - Present
AECOM Technology February 2013 - August 2014
Aegerion Pharmaceuticals April 2012 - February 2013
PerkinElmer, Inc. July 2008 - April 2012
PerkinElmer, Inc. July 2007 - July 2008
Momenta Pharmaceuticals November 2004 - July 2007
CTI Molecular Imaging, Inc. October 2002 - November 2004
MFS Investment Management August 1996 - October 2002
Prudential Securities Inc. February 1992 - June 1994
Middle Market Group, Lehman Brothers August 1989 - August 1991
Skills
Corporate Finance, Investor Relations, Business Strategy, Equity Research, Analysis, Investment Banking, Mergers & Acquisitions, Strategic Financial..., Investments, Finance, Due Diligence, Valuation, Venture Capital, Financial Analysis, Financial Modeling, Strategy, Strategic Planning, Management, Cross-functional Team..., Financial Planning
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1994 — 1996
MBA, General Management
Swarthmore College 1985 — 1989
BA, Economics with Concentration in Public Policy
Brooks Automation February 2015 - Present
AECOM Technology February 2013 - August 2014
Aegerion Pharmaceuticals April 2012 - February 2013
PerkinElmer, Inc. July 2008 - April 2012
PerkinElmer, Inc. July 2007 - July 2008
Momenta Pharmaceuticals November 2004 - July 2007
CTI Molecular Imaging, Inc. October 2002 - November 2004
MFS Investment Management August 1996 - October 2002
Prudential Securities Inc. February 1992 - June 1994
Middle Market Group, Lehman Brothers August 1989 - August 1991
Skills
Corporate Finance, Investor Relations, Business Strategy, Equity Research, Analysis, Investment Banking, Mergers & Acquisitions, Strategic Financial..., Investments, Finance, Due Diligence, Valuation, Venture Capital, Financial Analysis, Financial Modeling, Strategy, Strategic Planning, Management, Cross-functional Team..., Financial Planning
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1994 — 1996
MBA, General Management
Swarthmore College 1985 — 1989
BA, Economics with Concentration in Public Policy
David C. Tyrie David C. Tyrie's MFS Investment Management Experience June 1987 - February 1993
Job Bank of America Consumer Products
Industry Banking
Experience
Bank of America July 2015 - Present
Bank of America Merrill Lynch September 2011 - July 2015
Bank of America Merrill Lynch August 2010 - September 2011
Putnam Investments February 1999 - August 2010
Fidelity Investments February 1993 - February 1999
MFS Investment Management June 1987 - February 1993
Education
St. Lawrence University 1983 — 1987
BS, Psychology
Derryfield School 1979 — 1983
Bank of America July 2015 - Present
Bank of America Merrill Lynch September 2011 - July 2015
Bank of America Merrill Lynch August 2010 - September 2011
Putnam Investments February 1999 - August 2010
Fidelity Investments February 1993 - February 1999
MFS Investment Management June 1987 - February 1993
Education
St. Lawrence University 1983 — 1987
BS, Psychology
Derryfield School 1979 — 1983
Daniel D'Angelo Daniel D'Angelo's MFS Investment Management Experience August 2015 - Present
Job Information Security Engineer II at MFS Investment Management
Industry Information Technology and Services
Experience
MFS Investment Management August 2015 - Present
Atos IT Solutions and Services A/S April 2014 - August 2015
Atos International December 2009 - April 2014
APT-Computers February 2012 - February 2013
Bell Micro February 2009 - December 2009
Nashoba Publishing February 2008 - February 2009
Skills
JavaScript, Microsoft Exchange, Troubleshooting, Active Directory, SQL, Operating Systems, Servers, Blackberry Enterprise..., C#, HTML, HTML 5, PHP, Bash, Linux, Windows, Windows Server, Exchange 2010/2007/2003, Apache, MySQL, Computer Hardware, Computer Repair, Computer Security, Web Design, Web Development, VMware, VDI, Virus Removal, OS X, Hardware, Windows 7, Ubuntu, DNS, DHCP, Blackberry, Disaster Recovery
Education
Westwood College of Technology 2009 — 2013
BS, Network Administration/Management
Dennis Yarmouth Regional High School 1997 — 2001
HS Diploma, work; Spanish, Math, Sciences
Southern New Hampshire University
Bachelor's of Science, Cyber Security
MFS Investment Management August 2015 - Present
Atos IT Solutions and Services A/S April 2014 - August 2015
Atos International December 2009 - April 2014
APT-Computers February 2012 - February 2013
Bell Micro February 2009 - December 2009
Nashoba Publishing February 2008 - February 2009
Skills
JavaScript, Microsoft Exchange, Troubleshooting, Active Directory, SQL, Operating Systems, Servers, Blackberry Enterprise..., C#, HTML, HTML 5, PHP, Bash, Linux, Windows, Windows Server, Exchange 2010/2007/2003, Apache, MySQL, Computer Hardware, Computer Repair, Computer Security, Web Design, Web Development, VMware, VDI, Virus Removal, OS X, Hardware, Windows 7, Ubuntu, DNS, DHCP, Blackberry, Disaster Recovery
Education
Westwood College of Technology 2009 — 2013
BS, Network Administration/Management
Dennis Yarmouth Regional High School 1997 — 2001
HS Diploma, work; Spanish, Math, Sciences
Southern New Hampshire University
Bachelor's of Science, Cyber Security
Christopher Barrett, AIF, ARPC Christopher Barrett, AIF, ARPC's MFS Investment Management Experience March 1987 - July 1997
Job Divisional Vice President at Transamerica
Industry Insurance
Experience
Transamerica Retirement Services May 2005 - November 2014
U.S. Trust April 2003 - May 2005
UBS Financial Services September 2001 - November 2002
Metropolitan Life Insurance Company November 2000 - September 2001
UBS PaineWebber July 1997 - November 2000
MFS Investment Management March 1987 - July 1997
Skills
Investments, Retirement Planning, Mutual Funds, Retirement, Insurance, IRAs, Defined Benefit, Defined Contribution, Variable Annuities, 401k, Series 63, Series 6, CRM, Sales, Series 7, Fixed Annuities, Asset Allocation, Financial Services, Sales Management
Education
Suffolk University - Sawyer School of Management 1990 — 1993
MBA, Finance
University of Massachusetts Dartmouth 1982 — 1986
B A, History
Transamerica Retirement Services May 2005 - November 2014
U.S. Trust April 2003 - May 2005
UBS Financial Services September 2001 - November 2002
Metropolitan Life Insurance Company November 2000 - September 2001
UBS PaineWebber July 1997 - November 2000
MFS Investment Management March 1987 - July 1997
Skills
Investments, Retirement Planning, Mutual Funds, Retirement, Insurance, IRAs, Defined Benefit, Defined Contribution, Variable Annuities, 401k, Series 63, Series 6, CRM, Sales, Series 7, Fixed Annuities, Asset Allocation, Financial Services, Sales Management
Education
Suffolk University - Sawyer School of Management 1990 — 1993
MBA, Finance
University of Massachusetts Dartmouth 1982 — 1986
B A, History
Scott Pomerleau Scott Pomerleau's MFS Investment Management Experience May 2013 - Present
Job Senior Trade Management Specialist at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management May 2013 - Present
State Street 2010 - May 2013
State Street 2007 - 2010
Boston Federal 2003 - 2005
Skills
Financial Services, Mutual Funds, Bloomberg, Fixed Income, Equities, Securities, Derivatives, Corporate Actions, Investments, Global Custody, Financial Markets, Banking
Education
Stonehill College
Bachelor of Science, Business Administration
MFS Investment Management May 2013 - Present
State Street 2010 - May 2013
State Street 2007 - 2010
Boston Federal 2003 - 2005
Skills
Financial Services, Mutual Funds, Bloomberg, Fixed Income, Equities, Securities, Derivatives, Corporate Actions, Investments, Global Custody, Financial Markets, Banking
Education
Stonehill College
Bachelor of Science, Business Administration
Bill Loesch Bill Loesch's MFS Investment Management Experience January 2008 - Present
Job Vice President, Director Global Retail Marketing at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management January 2008 - Present
MFS Investment Management January 2000 - December 2007
MFS Investment Management January 1999 - December 1999
Skills
Mutual Funds, Investments, Financial Services, Financial Advisory, Portfolio Management, Separately Managed..., Series 63, Asset Allocation, Marketing, Defined Contribution, Series 6, Asset Management, 401k, Insurance, Risk Management
Education
Southern New Hampshire University 1985 — 1989
Bachelor of Science (BS), Business Administration and Management, General
MFS Investment Management January 2008 - Present
MFS Investment Management January 2000 - December 2007
MFS Investment Management January 1999 - December 1999
Skills
Mutual Funds, Investments, Financial Services, Financial Advisory, Portfolio Management, Separately Managed..., Series 63, Asset Allocation, Marketing, Defined Contribution, Series 6, Asset Management, 401k, Insurance, Risk Management
Education
Southern New Hampshire University 1985 — 1989
Bachelor of Science (BS), Business Administration and Management, General
Jennifer McGhee Jennifer McGhee's MFS Investment Management Experience January 2011 - Present
Job Asst. Vice President, Client Reporting Program Technology Lead, BA Group Manager at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management January 2011 - Present
MFS Investment Management August 2010 - Present
Arbor Networks April 2006 - August 2008
Spectro Analytical Instruments August 2004 - March 2006
Spectro Analytical 2004 - 2006
ARC Advisory Group August 1998 - July 2004
Skills
SQL, Databases, Customer Relations, Business Analysis, Testing, Crystal Reports, SalesLogix, CRM, Customer Relationship..., Project Management, Management, Networking, Systems Analysis, ETL, SharePoint, Leadership, Sage, Program Management, Visio, Business Requirements, Windows, Customer Service, Troubleshooting, Integration, SDLC, Requirements Gathering, Analysis
Education
Suffolk University - Sawyer Business School 2000 — 2004
MBA, CIS
University of Massachusetts, Amherst 1994 — 1998
Bachelor of Science, Chemical Engineering
MFS Investment Management January 2011 - Present
MFS Investment Management August 2010 - Present
Arbor Networks April 2006 - August 2008
Spectro Analytical Instruments August 2004 - March 2006
Spectro Analytical 2004 - 2006
ARC Advisory Group August 1998 - July 2004
Skills
SQL, Databases, Customer Relations, Business Analysis, Testing, Crystal Reports, SalesLogix, CRM, Customer Relationship..., Project Management, Management, Networking, Systems Analysis, ETL, SharePoint, Leadership, Sage, Program Management, Visio, Business Requirements, Windows, Customer Service, Troubleshooting, Integration, SDLC, Requirements Gathering, Analysis
Education
Suffolk University - Sawyer Business School 2000 — 2004
MBA, CIS
University of Massachusetts, Amherst 1994 — 1998
Bachelor of Science, Chemical Engineering
Anthony Cocco Anthony Cocco's MFS Investment Management Experience June 2000 - March 2006
Job Sr. Shareholder Communications Manager at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments June 2007 - Present
coldhardfootballfacts.com August 2005 - September 2014
MFS Investment Management June 2000 - March 2006
Sun Life of Canada (U.S.) September 1998 - June 2000
FleetCenter (TD Garden) 1996 - 2000
New England Funds 1997 - 1998
Dimension Health PPO (Miami, Fl.) January 1993 - May 1995
Family Health Plan (Miami Lakes, FL) 1990 - 1992
Skills
Proofreading
Education
State University of New York at New Paltz 1984 — 1988
BA, Journalism
Pioneer Investments June 2007 - Present
coldhardfootballfacts.com August 2005 - September 2014
MFS Investment Management June 2000 - March 2006
Sun Life of Canada (U.S.) September 1998 - June 2000
FleetCenter (TD Garden) 1996 - 2000
New England Funds 1997 - 1998
Dimension Health PPO (Miami, Fl.) January 1993 - May 1995
Family Health Plan (Miami Lakes, FL) 1990 - 1992
Skills
Proofreading
Education
State University of New York at New Paltz 1984 — 1988
BA, Journalism
Will Washburn's MFS Investment Management Experience 2007 - 2007
Job Maker of stuff
Industry Computer Software
Experience
Tailwind May 2013 - Present
Social Blendr October 2011 - November 2012
ConnectedGreek February 2009 - October 2011
Yodle October 2008 - February 2009
MFS Investment Management 2007 - 2007
Skills
CSS, HTML 5, Web Development, HTML, Business Development, Objective-C, PHP, JavaScript, jQuery, Git, Node.js, Entrepreneurship, Start-ups, SASS, Backbone.js, PhoneGap, Adobe Fireworks, Photoshop, Apache, MySQL, MongoDB, Early-stage Startups, Lean Startup
Education
Stetson University 2004 — 2008
BBA, Finance & MIS
Tabor Academy 2004 — 2008
Tailwind May 2013 - Present
Social Blendr October 2011 - November 2012
ConnectedGreek February 2009 - October 2011
Yodle October 2008 - February 2009
MFS Investment Management 2007 - 2007
Skills
CSS, HTML 5, Web Development, HTML, Business Development, Objective-C, PHP, JavaScript, jQuery, Git, Node.js, Entrepreneurship, Start-ups, SASS, Backbone.js, PhoneGap, Adobe Fireworks, Photoshop, Apache, MySQL, MongoDB, Early-stage Startups, Lean Startup
Education
Stetson University 2004 — 2008
BBA, Finance & MIS
Tabor Academy 2004 — 2008
Michael Biller Michael Biller's MFS Investment Management Experience January 2005 - March 2006
Job Publisher Development Manager at CJ Affiliate by Conversant
Industry Marketing and Advertising
Experience
CJ Affiliate by Conversant March 2015 - Present
CJ Affiliate by Conversant July 2012 - March 2015
Cartera Commerce, Inc May 2011 - July 2012
e-Dialog August 2010 - April 2011
Granite Telecommunications August 2009 - August 2010
Extraprise August 2007 - May 2009
State Street Bank March 2006 - August 2007
MFS Investment Management January 2005 - March 2006
Skills
Project Management, Account Management, Email Marketing, Affiliate Marketing, E-commerce, Loyalty Programs, Loyalty Marketing, Multi-Channel Commerce, Digital Marketing, Client Service, Marketing Strategy, Database Marketing, Data Analysis, Program Implementation, CRM, Microsoft Office, Mac OS X, Manage Client...
Education
Suffolk University 2000 — 2004
BASA, Marketing
CJ Affiliate by Conversant March 2015 - Present
CJ Affiliate by Conversant July 2012 - March 2015
Cartera Commerce, Inc May 2011 - July 2012
e-Dialog August 2010 - April 2011
Granite Telecommunications August 2009 - August 2010
Extraprise August 2007 - May 2009
State Street Bank March 2006 - August 2007
MFS Investment Management January 2005 - March 2006
Skills
Project Management, Account Management, Email Marketing, Affiliate Marketing, E-commerce, Loyalty Programs, Loyalty Marketing, Multi-Channel Commerce, Digital Marketing, Client Service, Marketing Strategy, Database Marketing, Data Analysis, Program Implementation, CRM, Microsoft Office, Mac OS X, Manage Client...
Education
Suffolk University 2000 — 2004
BASA, Marketing
Adriana Masnyj Adriana Masnyj's MFS Investment Management Experience September 2013 - Present
Job Associate Financial Analyst at MFS Investment Management
Industry Banking
Experience
MFS Investment Management September 2013 - Present
MFS Investment Management July 2012 - Present
Eagle Bank November 2006 - July 2012
Skills
Microsoft Excel, Mac OS, QuickBase, Papervision, PeopleSoft, Customer Service, Teamwork, Payments, PowerPoint, Access, Microsoft Word
Education
Suffolk University 2011 — 2012
MSA, Accounting
Suffolk University 2007 — 2011
BSBA, Accounting, Business Law
MFS Investment Management September 2013 - Present
MFS Investment Management July 2012 - Present
Eagle Bank November 2006 - July 2012
Skills
Microsoft Excel, Mac OS, QuickBase, Papervision, PeopleSoft, Customer Service, Teamwork, Payments, PowerPoint, Access, Microsoft Word
Education
Suffolk University 2011 — 2012
MSA, Accounting
Suffolk University 2007 — 2011
BSBA, Accounting, Business Law
Jamie Blanks Jamie Blanks's MFS Investment Management Experience November 2012 - Present
Job AVP, Senior Project Manager at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management November 2012 - Present
State Street Corporation July 2007 - June 2012
Investors Bank & Trust 2006 - 2007
Investors Bank & Trust 2000 - 2003
Investors Bank & Trust 2000 - 2003
Investors Bank & Trust 1995 - 1999
Investors Bank & Trust 1990 - 1994
Brown Brothers Harriman 1988 - 1990
State Street 1987 - 1988
Skills
Project Management, Program Management, Team Management, Leadership, Resource Management, Business Solutions..., Budget Planning &..., Team Building, Strategic Planning, Vendor Management, System Development..., Client Relations Skills, Data Warehousing, Data Conversion, 3rd Party Integrations, ASP (SaaS) Solutions, Project Planning, Budgets
Education
Suffolk University - Sawyer School of Management
MBA, Concentration in Computer Science
University of Rhode Island
BS, Marketing
MFS Investment Management November 2012 - Present
State Street Corporation July 2007 - June 2012
Investors Bank & Trust 2006 - 2007
Investors Bank & Trust 2000 - 2003
Investors Bank & Trust 2000 - 2003
Investors Bank & Trust 1995 - 1999
Investors Bank & Trust 1990 - 1994
Brown Brothers Harriman 1988 - 1990
State Street 1987 - 1988
Skills
Project Management, Program Management, Team Management, Leadership, Resource Management, Business Solutions..., Budget Planning &..., Team Building, Strategic Planning, Vendor Management, System Development..., Client Relations Skills, Data Warehousing, Data Conversion, 3rd Party Integrations, ASP (SaaS) Solutions, Project Planning, Budgets
Education
Suffolk University - Sawyer School of Management
MBA, Concentration in Computer Science
University of Rhode Island
BS, Marketing
Andrew McFarlin Andrew McFarlin's MFS Investment Management Experience February 2013 - Present
Job Financial Planning Assistant at New England Private Wealth Advisors
Industry Financial Services
Experience
New England Private Wealth Advisors January 2014 - Present
MFS Investment Management February 2013 - Present
Boston Partners Financial Group, LLC July 2012 - October 2012
LBA Wealth Management, LLC June 2011 - June 2011
Skills
Series 6, Series 63, Microsoft Office, Bloomberg, Producer Licensing
Education
Stonehill College 2008 — 2012
Bachelors, Bachelors of Science in Business Administration: Finance; Bachelor of Arts: Economics
acton boxborough regional
New England Private Wealth Advisors January 2014 - Present
MFS Investment Management February 2013 - Present
Boston Partners Financial Group, LLC July 2012 - October 2012
LBA Wealth Management, LLC June 2011 - June 2011
Skills
Series 6, Series 63, Microsoft Office, Bloomberg, Producer Licensing
Education
Stonehill College 2008 — 2012
Bachelors, Bachelors of Science in Business Administration: Finance; Bachelor of Arts: Economics
acton boxborough regional
Lindsey Apple Lindsey Apple's MFS Investment Management Experience February 2014 - Present
Job Corporate Governance and Proxy Analyst at MFS Investment Management
Industry Law Practice
Experience
MFS Investment Management February 2014 - Present
MFS Investment Management November 2012 - September 2014
Kerbey Harrington, LLP August 2010 - November 2012
Green Pro Bono 2011 - 2011
Avaya 2006 - 2009
Avaya 2004 - 2006
Skills
Media Relations, Product Development, Intellectual Property, Financial Modeling, Insurance, Compliance, Contract Negotiation, Regulatory Affairs, Risk Management, Policy, Strategy
Education
Suffolk Law School 2005 — 2009
JD
University of New Hampshire 2000 — 2004
Bachelor of Science
MFS Investment Management February 2014 - Present
MFS Investment Management November 2012 - September 2014
Kerbey Harrington, LLP August 2010 - November 2012
Green Pro Bono 2011 - 2011
Avaya 2006 - 2009
Avaya 2004 - 2006
Skills
Media Relations, Product Development, Intellectual Property, Financial Modeling, Insurance, Compliance, Contract Negotiation, Regulatory Affairs, Risk Management, Policy, Strategy
Education
Suffolk Law School 2005 — 2009
JD
University of New Hampshire 2000 — 2004
Bachelor of Science
Michael Keary, MBA Michael Keary, MBA's MFS Investment Management Experience September 2010 - June 2011
Job IT Project Manager at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments June 2011 - Present
MFS Investment Management September 2010 - June 2011
Pioneer Investments 2007 - September 2010
Pioneer Investments February 2004 - May 2007
Boston Financial Data Services August 1999 - January 2004
Skills
SQL, Requirements Gathering, SDLC, Access, Requirements Analysis, ITIL v3 Foundations..., PeopleSoft Financial
Education
Suffolk University - Sawyer Business School 2003 — 2006
M.B.A., Finance
Suffolk University - Sawyer Business School 1996 — 1999
B.S./B.A., M.I.S.
University of Massachusetts, Amherst 1994 — 1995
Biochemistry
Pioneer Investments June 2011 - Present
MFS Investment Management September 2010 - June 2011
Pioneer Investments 2007 - September 2010
Pioneer Investments February 2004 - May 2007
Boston Financial Data Services August 1999 - January 2004
Skills
SQL, Requirements Gathering, SDLC, Access, Requirements Analysis, ITIL v3 Foundations..., PeopleSoft Financial
Education
Suffolk University - Sawyer Business School 2003 — 2006
M.B.A., Finance
Suffolk University - Sawyer Business School 1996 — 1999
B.S./B.A., M.I.S.
University of Massachusetts, Amherst 1994 — 1995
Biochemistry
Aldo Barbaglia, CFP® Aldo Barbaglia, CFP®'s MFS Investment Management Experience June 1981 - September 2011
Job Retired Financial Service Wholesaler at Retired Financial Service Executive
Industry Investment Management
Experience
after 42 year financial service career September 2011 - Present
MFS Fund Distributors January 2010 - September 2011
MFS Fund Distributors June 1981 - September 2011
MFS Investment Management June 1981 - September 2011
First Investors Corporation March 1981 - June 1981
Berkshire Equity Sales 1977 - 1981
Lincoln Financial Group/LNC Equity Sales 1974 - 1977
Putnam Investments 1970 - 1974
Putnam Investments October 1969 - October 1970
Skills
Mutual Funds, Annuities, Series 63, 401k, Series 7, Retirement Planning, Wealth Management, Asset Management, Investments, Series 24, Financial Planning, Separately Managed..., Asset Allocation, Investment Products, Executive Management, IRA's, Wholesaling, 63 Licensed, Separate Accounts, Series 6, Investment Management, Asset Managment, FINRA, Series 65, Alternative Investments, Investment Strategies, Investment Advisory, IRAs, Strategic Financial..., Uniform Combined State..., Financial Services, Securities, Financial Advisory, Hedge Funds, 63 Licenses, Wealth Management..., Fixed Annuities, ETFs, Retirement, Equities, Wholesale, Pensions, Retirement Plan..., Variable Annuities, Defined Benefit, Fixed Income, Wealth, Portfolio Management
Education
Stonehill College 1964 — 1969
AB, Economics
Catholic Memorial 1960 — 1964
High school graduate
after 42 year financial service career September 2011 - Present
MFS Fund Distributors January 2010 - September 2011
MFS Fund Distributors June 1981 - September 2011
MFS Investment Management June 1981 - September 2011
First Investors Corporation March 1981 - June 1981
Berkshire Equity Sales 1977 - 1981
Lincoln Financial Group/LNC Equity Sales 1974 - 1977
Putnam Investments 1970 - 1974
Putnam Investments October 1969 - October 1970
Skills
Mutual Funds, Annuities, Series 63, 401k, Series 7, Retirement Planning, Wealth Management, Asset Management, Investments, Series 24, Financial Planning, Separately Managed..., Asset Allocation, Investment Products, Executive Management, IRA's, Wholesaling, 63 Licensed, Separate Accounts, Series 6, Investment Management, Asset Managment, FINRA, Series 65, Alternative Investments, Investment Strategies, Investment Advisory, IRAs, Strategic Financial..., Uniform Combined State..., Financial Services, Securities, Financial Advisory, Hedge Funds, 63 Licenses, Wealth Management..., Fixed Annuities, ETFs, Retirement, Equities, Wholesale, Pensions, Retirement Plan..., Variable Annuities, Defined Benefit, Fixed Income, Wealth, Portfolio Management
Education
Stonehill College 1964 — 1969
AB, Economics
Catholic Memorial 1960 — 1964
High school graduate
Kate Doyle Kate Doyle's MFS Investment Management Experience May 2004 - April 2005
Job Merchandising Administrator/Analyst at Powell Company
Industry Furniture
Experience
Powell Company August 2011 - Present
Powell Company August 2005 - August 2011
MFS Investment Management May 2004 - April 2005
Education
Syracuse University - Martin J. Whitman School of Management 1997 — 2001
BS, HR & Public Policy
Powell Company August 2011 - Present
Powell Company August 2005 - August 2011
MFS Investment Management May 2004 - April 2005
Education
Syracuse University - Martin J. Whitman School of Management 1997 — 2001
BS, HR & Public Policy
Lavina Talukdar Lavina Talukdar's MFS Investment Management Experience 2004 - 2007
Job Research Analyst
Industry Financial Services
Experience
Lord, Abbett & Co. LLC September 2007 - Present
Lord Abbett 2007 - Present
MFS Investment Management 2004 - 2007
State Street Global Advisors 2001 - 2004
Fiduciary Trust Company International 1998 - 2001
Skills
Equity Research, Equities, Investments, Mutual Funds, Pharmaceutical Industry, Valuation, Biotechnology, Hedge Funds, Bloomberg, Capital Markets, Asset Management, Equity Valuation, Financial Modeling, Investment Management
Education
Stony Brook University 1992 — 1995
Bachelor of Science (B.S.), Business Administration and Management, General
Lord, Abbett & Co. LLC September 2007 - Present
Lord Abbett 2007 - Present
MFS Investment Management 2004 - 2007
State Street Global Advisors 2001 - 2004
Fiduciary Trust Company International 1998 - 2001
Skills
Equity Research, Equities, Investments, Mutual Funds, Pharmaceutical Industry, Valuation, Biotechnology, Hedge Funds, Bloomberg, Capital Markets, Asset Management, Equity Valuation, Financial Modeling, Investment Management
Education
Stony Brook University 1992 — 1995
Bachelor of Science (B.S.), Business Administration and Management, General
Jacqueline Lynam Lewis's MFS Investment Management Experience 1989 - 1991
Job
Industry Staffing and Recruiting
Experience
C&S Wholesale Grocers June 2014 - Present
Keurig August 2011 - June 2014
Independent Consulting January 2011 - July 2011
Wipro Technologies July 2007 - December 2010
Sapient August 2000 - July 2007
Hill, Holliday 1996 - 2000
PwC 1991 - 1996
MFS Investment Management 1989 - 1991
Bain and Company 1985 - 1987
Skills
Recruiting, Talent Acquisition, Talent Management, Sourcing, Leadership, Human Resources, Strategic Planning, Technical Recruiting, Onboarding, Applicant Tracking..., Strategy, Business Development, Program Management, Training, Employee Relations
Education
SUNY Cortland
C&S Wholesale Grocers June 2014 - Present
Keurig August 2011 - June 2014
Independent Consulting January 2011 - July 2011
Wipro Technologies July 2007 - December 2010
Sapient August 2000 - July 2007
Hill, Holliday 1996 - 2000
PwC 1991 - 1996
MFS Investment Management 1989 - 1991
Bain and Company 1985 - 1987
Skills
Recruiting, Talent Acquisition, Talent Management, Sourcing, Leadership, Human Resources, Strategic Planning, Technical Recruiting, Onboarding, Applicant Tracking..., Strategy, Business Development, Program Management, Training, Employee Relations
Education
SUNY Cortland
Gary Connearney Gary Connearney's MFS Investment Management Experience February 2015 - Present
Job Team Leader Data Integrity at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management February 2015 - Present
MFS Investment Management May 2012 - February 2015
Brown Brothers Harriman February 2007 - May 2012
Skills
Global Custody, Corporate Actions, Bloomberg, Mutual Funds, Fixed Income, Tax, Corporate Tax, Superior Client Service, Tax Law, Securities, Fund Accounting, Equities, Bloomberg Terminal, Derivatives, Valuation, Investment Valuation, Pricing, Data Integrity, Account Management, Equity Derivatives, Interest Rate..., Credit Derivatives, FX Derivatives, Exchange Traded..., SMF, Investment Management, Investments, Eagle PACE
Education
Suffolk University 2002 — 2006
Bachelor of Science (BS), Business Administration and Management, General
MFS Investment Management February 2015 - Present
MFS Investment Management May 2012 - February 2015
Brown Brothers Harriman February 2007 - May 2012
Skills
Global Custody, Corporate Actions, Bloomberg, Mutual Funds, Fixed Income, Tax, Corporate Tax, Superior Client Service, Tax Law, Securities, Fund Accounting, Equities, Bloomberg Terminal, Derivatives, Valuation, Investment Valuation, Pricing, Data Integrity, Account Management, Equity Derivatives, Interest Rate..., Credit Derivatives, FX Derivatives, Exchange Traded..., SMF, Investment Management, Investments, Eagle PACE
Education
Suffolk University 2002 — 2006
Bachelor of Science (BS), Business Administration and Management, General
Jonathan Jendrzejewski Jonathan Jendrzejewski's MFS Investment Management Experience September 2001 - October 2002
Job Operations Manager at Symetra Financial Corporation
Industry Financial Services
Experience
Symetra April 2015 - Present
John Hancock Financial Services October 2012 - May 2014
John Hancock Financial Services January 2009 - October 2012
John Hancock Financial Services March 2004 - December 2008
Commonwealth Financial Network November 2002 - February 2004
MFS Investment Management September 2001 - October 2002
Skills
Process Improvement, Management, Business Planning, Strategy, Program Management, Leadership, Financial Services, Business Analysis, Project Management, Executive Management, Mutual Funds, Insurance, Investments
Education
Suffolk University - Sawyer Business School
Master of Business Administration (MBA), Global Finance and Marketing
University of Massachusetts, Amherst
Bachelor of Science, Natural Resource Management
Symetra April 2015 - Present
John Hancock Financial Services October 2012 - May 2014
John Hancock Financial Services January 2009 - October 2012
John Hancock Financial Services March 2004 - December 2008
Commonwealth Financial Network November 2002 - February 2004
MFS Investment Management September 2001 - October 2002
Skills
Process Improvement, Management, Business Planning, Strategy, Program Management, Leadership, Financial Services, Business Analysis, Project Management, Executive Management, Mutual Funds, Insurance, Investments
Education
Suffolk University - Sawyer Business School
Master of Business Administration (MBA), Global Finance and Marketing
University of Massachusetts, Amherst
Bachelor of Science, Natural Resource Management
John Pegoraro John Pegoraro's MFS Investment Management Experience March 2015 - Present
Job Group Manager at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management March 2015 - Present
MFS Investment Management January 2014 - Present
MFS Investment Management September 2010 - Present
MFS Investment Management May 2006 - October 2010
MFS Investment Management May 2004 - May 2006
MFS Investement Management June 2002 - May 2004
MFS Investment Management May 2001 - June 2002
MFS Investment Management May 2000 - May 2001
MFS Investment Management July 1998 - May 2000
MFS Investment Management September 1997 - July 1998
Skills
Writing, SQL, HTML/XML, HTML, Photoshop, Illustrator, InDesign, XML, QuarkXPress, JavaScript, ASP.NET, Asset Managment, SharePoint, Microsoft Office, Social Media, Project Management, Microsoft Excel, Leadership, Marketing
Education
Suffolk University 1993 — 1995
BA, English, Theater and Film
University of Dayton 1991 — 1993
Bachelor of Arts, English
American School of Paris 1989 — 1991
Sawmill School
Voorhees High School
Voorhees High School
MFS Investment Management March 2015 - Present
MFS Investment Management January 2014 - Present
MFS Investment Management September 2010 - Present
MFS Investment Management May 2006 - October 2010
MFS Investment Management May 2004 - May 2006
MFS Investement Management June 2002 - May 2004
MFS Investment Management May 2001 - June 2002
MFS Investment Management May 2000 - May 2001
MFS Investment Management July 1998 - May 2000
MFS Investment Management September 1997 - July 1998
Skills
Writing, SQL, HTML/XML, HTML, Photoshop, Illustrator, InDesign, XML, QuarkXPress, JavaScript, ASP.NET, Asset Managment, SharePoint, Microsoft Office, Social Media, Project Management, Microsoft Excel, Leadership, Marketing
Education
Suffolk University 1993 — 1995
BA, English, Theater and Film
University of Dayton 1991 — 1993
Bachelor of Arts, English
American School of Paris 1989 — 1991
Sawmill School
Voorhees High School
Voorhees High School
Ken Nee's MFS Investment Management Experience May 2007 - August 2008
Job J.D. | Paralegal at Mintz Levin
Industry Law Practice
Experience
Mintz Levin November 2010 - Present
Winnisimett Chiefs Hockey Team 2010 - 2015
East Woburn Package Store June 2010 - November 2010
Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, P.C. June 2010 - October 2010
PNC Global Investment Servicing May 2009 - August 2009
University Tees June 2008 - May 2009
Villanova University Telefund August 2007 - May 2009
MFS Investment Management May 2007 - August 2008
Skills
Litigation, Civil Litigation, Commercial Litigation, Westlaw, Legal Research, Legal Writing, Litigation Support, Trials, Courts
Education
Suffolk University Law School 2011 — 2015
Juris Doctor
Villanova University 2006 — 2010
BS in Business Administration, Marketing and Business Law
Malden Catholic High School
Mintz Levin November 2010 - Present
Winnisimett Chiefs Hockey Team 2010 - 2015
East Woburn Package Store June 2010 - November 2010
Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, P.C. June 2010 - October 2010
PNC Global Investment Servicing May 2009 - August 2009
University Tees June 2008 - May 2009
Villanova University Telefund August 2007 - May 2009
MFS Investment Management May 2007 - August 2008
Skills
Litigation, Civil Litigation, Commercial Litigation, Westlaw, Legal Research, Legal Writing, Litigation Support, Trials, Courts
Education
Suffolk University Law School 2011 — 2015
Juris Doctor
Villanova University 2006 — 2010
BS in Business Administration, Marketing and Business Law
Malden Catholic High School
April Lurvey April Lurvey's MFS Investment Management Experience July 2004 - April 2007
Job Associate Controller at The Locator Services Group
Industry Accounting
Experience
Survey.com June 2015 - Present
The Locator Services Group Ltd. November 2012 - Present
The Locator Services Group November 2012 - Present
ColoSpace, Inc. March 2011 - November 2012
Vectron International June 2009 - March 2011
Kewill Systems July 2007 - June 2009
MFS Investment Management July 2004 - April 2007
Citystate Real Estate Pte Ltd January 2001 - December 2003
Skills
Collections, Financial Reporting, Journal Entries, Budget Reconciliation, General Ledger, Invoicing, Fixed Asset Management, Fixed Asset Depreciation, Financial Audits, Budget Monitoring, Budget Process, Month End Close, Year-end Close, Cash Flow Forecasting, budget variance..., Accounts Payable, Accounts Receivable, rolling bookings, Account Reconciliation, Purchase Orders, Expense Reports, Payroll, Bookkeeping, Auditing, Budgets, Bank Reconciliation, Financial Statements, Analysis, Fixed Assets
Education
Southern New Hampshire University 2010 — 2014
Master of Business Administration (MBA), Global MBA, 3.557
Suffolk University - Sawyer School of Management 2000 — 2004
Bachelor of Business Administration (B.B.A.), Accounting, 3.492
Northeast Regional Vocational Technical High School 1996 — 2000
High School Diploma, Accounting and Computer Science, 4.0
Survey.com June 2015 - Present
The Locator Services Group Ltd. November 2012 - Present
The Locator Services Group November 2012 - Present
ColoSpace, Inc. March 2011 - November 2012
Vectron International June 2009 - March 2011
Kewill Systems July 2007 - June 2009
MFS Investment Management July 2004 - April 2007
Citystate Real Estate Pte Ltd January 2001 - December 2003
Skills
Collections, Financial Reporting, Journal Entries, Budget Reconciliation, General Ledger, Invoicing, Fixed Asset Management, Fixed Asset Depreciation, Financial Audits, Budget Monitoring, Budget Process, Month End Close, Year-end Close, Cash Flow Forecasting, budget variance..., Accounts Payable, Accounts Receivable, rolling bookings, Account Reconciliation, Purchase Orders, Expense Reports, Payroll, Bookkeeping, Auditing, Budgets, Bank Reconciliation, Financial Statements, Analysis, Fixed Assets
Education
Southern New Hampshire University 2010 — 2014
Master of Business Administration (MBA), Global MBA, 3.557
Suffolk University - Sawyer School of Management 2000 — 2004
Bachelor of Business Administration (B.B.A.), Accounting, 3.492
Northeast Regional Vocational Technical High School 1996 — 2000
High School Diploma, Accounting and Computer Science, 4.0
Aaron Routses's MFS Investment Management Experience February 2013 - Present
Job MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management February 2013 - Present
The Container Store August 2012 - May 2013
Buzz Media September 2011 - December 2011
HP Hood May 2011 - August 2011
Stonehill College January 2010 - May 2011
Skills
Digital Marketing, User Training, Copy Editing, Public Speaking, User Experience, Web Content, Public Relations, Databases, Wordpress, Strategic Communications, Marketing Strategy, Newsletters, Blogging, Social Media Marketing, Media Relations, Press Releases, Intermediate French, Teamsite ContentCenter..., Documentum, QuickBase, Market Research
Education
Stonehill College 2009 — 2012
Liberal Arts, Communication
St. John's Preparatory School 2004 — 2008
High School Diploma
MFS Investment Management February 2013 - Present
The Container Store August 2012 - May 2013
Buzz Media September 2011 - December 2011
HP Hood May 2011 - August 2011
Stonehill College January 2010 - May 2011
Skills
Digital Marketing, User Training, Copy Editing, Public Speaking, User Experience, Web Content, Public Relations, Databases, Wordpress, Strategic Communications, Marketing Strategy, Newsletters, Blogging, Social Media Marketing, Media Relations, Press Releases, Intermediate French, Teamsite ContentCenter..., Documentum, QuickBase, Market Research
Education
Stonehill College 2009 — 2012
Liberal Arts, Communication
St. John's Preparatory School 2004 — 2008
High School Diploma
Yourry Fleurant's MFS Investment Management Experience October 2013 - October 2014
Job Health Information Exchange Analyst
Industry Information Technology and Services
Experience
New England Quality Care Alliance (NEQCA) October 2015 - Present
New England Quality Care Alliance (NEQCA) October 2014 - October 2015
MFS Investment Management October 2013 - October 2014
Commonwealth Financial Network August 2013 - October 2013
Henley Enterprises March 2013 - August 2013
Rent-A-Center June 2007 - January 2010
Skills
Microsoft Excel, Teamwork, PowerPoint, Microsoft Office, Microsoft Word, Leadership, Project Management, Marketing Strategy, Data Entry, Customer Service, Outlook, Mathematics, Data Analysis, Management, Sales, Financial Analysis, Mas 90, Financial Modeling, Finance
Education
Southern New Hampshire University 2014 — 2015
Project Management Graduate Certificate, Project Management
Southern New Hampshire University 2013 — 2015
Master of Business Administration (MBA), Information Technology Management
University of Massachusetts Boston
Bachelor of Science (BS) Management, Finance
New England Quality Care Alliance (NEQCA) October 2015 - Present
New England Quality Care Alliance (NEQCA) October 2014 - October 2015
MFS Investment Management October 2013 - October 2014
Commonwealth Financial Network August 2013 - October 2013
Henley Enterprises March 2013 - August 2013
Rent-A-Center June 2007 - January 2010
Skills
Microsoft Excel, Teamwork, PowerPoint, Microsoft Office, Microsoft Word, Leadership, Project Management, Marketing Strategy, Data Entry, Customer Service, Outlook, Mathematics, Data Analysis, Management, Sales, Financial Analysis, Mas 90, Financial Modeling, Finance
Education
Southern New Hampshire University 2014 — 2015
Project Management Graduate Certificate, Project Management
Southern New Hampshire University 2013 — 2015
Master of Business Administration (MBA), Information Technology Management
University of Massachusetts Boston
Bachelor of Science (BS) Management, Finance
John Wadsworth John Wadsworth's MFS Investment Management Experience January 2001 - Present
Job Director at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management January 2001 - Present
Putnam Investments October 1999 - January 2001
Gannett Welsh & Kotler September 1996 - June 1999
Morgan Stanley September 1995 - September 1996
Education
St. Lawrence University 1991 — 1995
Middlesex School 1988 — 1991
MFS Investment Management January 2001 - Present
Putnam Investments October 1999 - January 2001
Gannett Welsh & Kotler September 1996 - June 1999
Morgan Stanley September 1995 - September 1996
Education
St. Lawrence University 1991 — 1995
Middlesex School 1988 — 1991
Steven Eskici Steven Eskici's MFS Investment Management Experience October 2014 - March 2015
Job Client Service Representative at MFS Investment Management
Industry Retail
Experience
S&A Cigars September 2008 - Present
MFS Investment Management October 2014 - March 2015
City of Somerville June 2010 - August 2010
OAR Lawyers May 2009 - August 2009
Anthony DiMauro Accounting May 2007 - August 2007
Skills
Customer Service, Budgets, Sales, Operations Management, Research, Investments, Microsoft Office, Microsoft Excel, Microsoft Word, Inventory Management, PowerPoint, Event Planning, Retail, Time Management, Analysis
Education
Suffolk University 2007 — 2011
Bachelor of Science, Business Administration; Finance, Minor in Management
Cambridge Center for Adult Education 2013 — 2014
Finance, General
S&A Cigars September 2008 - Present
MFS Investment Management October 2014 - March 2015
City of Somerville June 2010 - August 2010
OAR Lawyers May 2009 - August 2009
Anthony DiMauro Accounting May 2007 - August 2007
Skills
Customer Service, Budgets, Sales, Operations Management, Research, Investments, Microsoft Office, Microsoft Excel, Microsoft Word, Inventory Management, PowerPoint, Event Planning, Retail, Time Management, Analysis
Education
Suffolk University 2007 — 2011
Bachelor of Science, Business Administration; Finance, Minor in Management
Cambridge Center for Adult Education 2013 — 2014
Finance, General
Kevin Green's MFS Investment Management Experience September 2011 - March 2012
Job Technical Recuiter
Industry Information Technology and Services
Experience
Randstad April 2012 - Present
MFS Investment Management September 2011 - March 2012
Irondequoit Country Club May 2009 - August 2011
Skills
Business Communications, Team Leadership, Public Speaking, Computer Programs..., Phone Skills, IT Recruitment, Sales Process, Teamwork, Computer Program, Microsoft Office, Interviews, Permanent Placement, Recruiting, Staffing Services, Networking, Human Resources, Temporary Placement, Customer Service, Telephone Skills, Technical Recruiting, Sourcing, Contract Recruitment, Talent Acquisition, Cold Calling, Staff Augmentation, Screening Resumes, College Recruiting, Internet Recruiting, Employee Relations, Onboarding, Benefits Negotiation, Resume Writing, Executive Search, Screening
Education
SUNY Potsdam 2007 — 2011
Bachelor of Science, Business Administration
Penfield Highschool 2003 — 2007
Randstad April 2012 - Present
MFS Investment Management September 2011 - March 2012
Irondequoit Country Club May 2009 - August 2011
Skills
Business Communications, Team Leadership, Public Speaking, Computer Programs..., Phone Skills, IT Recruitment, Sales Process, Teamwork, Computer Program, Microsoft Office, Interviews, Permanent Placement, Recruiting, Staffing Services, Networking, Human Resources, Temporary Placement, Customer Service, Telephone Skills, Technical Recruiting, Sourcing, Contract Recruitment, Talent Acquisition, Cold Calling, Staff Augmentation, Screening Resumes, College Recruiting, Internet Recruiting, Employee Relations, Onboarding, Benefits Negotiation, Resume Writing, Executive Search, Screening
Education
SUNY Potsdam 2007 — 2011
Bachelor of Science, Business Administration
Penfield Highschool 2003 — 2007
Douglas J. Hajjar Douglas J. Hajjar's MFS Investment Management Experience February 2012 - August 2013
Job Regional Vice President, Group Retirement Plans at Ohio National Financial Services
Industry Financial Services
Experience
Ohio National Financial Services November 2013 - Present
MFS Investment Management February 2012 - August 2013
Spence, Cassidy & Associates January 2012 - February 2012
First Mercantile Trust/ Mass Mutual April 2010 - December 2011
Hartford (MFS/ Sun Life Retirement sold to the Hartford in 5/08) May 2008 - March 2010
MFS Investment Management/Sun Life Retirement Services November 2005 - May 2008
MFS Investment Management July 1986 - October 2005
Skills
401k, Insurance, Sales, Investments, Retirement, Mutual Funds, Financial Services, Series 63, Series 6, Defined Contribution, Relationship Management, Qualified Retirement..., FINRA, Pensions, Retirement Plan..., Defined Benefit, Securities, Fixed Annuities, Retirement Planning, Profit Sharing, Retirement Savings, ERISA
Education
Springfield College 1982 — 1986
Bachelor of Science- Business Management, Business, Management, Marketing, and Related Support Services
Ohio National Financial Services November 2013 - Present
MFS Investment Management February 2012 - August 2013
Spence, Cassidy & Associates January 2012 - February 2012
First Mercantile Trust/ Mass Mutual April 2010 - December 2011
Hartford (MFS/ Sun Life Retirement sold to the Hartford in 5/08) May 2008 - March 2010
MFS Investment Management/Sun Life Retirement Services November 2005 - May 2008
MFS Investment Management July 1986 - October 2005
Skills
401k, Insurance, Sales, Investments, Retirement, Mutual Funds, Financial Services, Series 63, Series 6, Defined Contribution, Relationship Management, Qualified Retirement..., FINRA, Pensions, Retirement Plan..., Defined Benefit, Securities, Fixed Annuities, Retirement Planning, Profit Sharing, Retirement Savings, ERISA
Education
Springfield College 1982 — 1986
Bachelor of Science- Business Management, Business, Management, Marketing, and Related Support Services
Preston Jessee's MFS Investment Management Experience May 2012 - August 2012
Job Freelance Video Producer
Industry Media Production
Experience
Blackboard Media May 2013 - Present
Blavity September 2014 - July 2015
ScaleLab Network January 2015 - April 2015
PIC Agency August 2014 - September 2014
Syracuse University Marketing Department August 2013 - December 2013
Advanced Visual Production June 2013 - August 2013
Syracuse University Football Video March 2012 - May 2013
MFS Investment Management May 2012 - August 2012
Skills
Sorenson Squeeze, Avid Media Composer, Video Editing, Post Production, Video Production, Premiere Pro, Final Cut Pro, Cinema 4D, After Effects, Photoshop, Illustrator, InDesign, Color Correction, Canon DSLR, Motion Graphics, Compressor, Microsoft Word, Outlook, ProQuest, LexisNexis, Premiere, Public Speaking
Education
Syracuse University 2010 — 2014
Bachelor of Arts (B.A.), Television-Radio-Film
Syracuse University 2010 — 2014
Bachelor of Arts (B.A.), English and Textual Studies
Blackboard Media May 2013 - Present
Blavity September 2014 - July 2015
ScaleLab Network January 2015 - April 2015
PIC Agency August 2014 - September 2014
Syracuse University Marketing Department August 2013 - December 2013
Advanced Visual Production June 2013 - August 2013
Syracuse University Football Video March 2012 - May 2013
MFS Investment Management May 2012 - August 2012
Skills
Sorenson Squeeze, Avid Media Composer, Video Editing, Post Production, Video Production, Premiere Pro, Final Cut Pro, Cinema 4D, After Effects, Photoshop, Illustrator, InDesign, Color Correction, Canon DSLR, Motion Graphics, Compressor, Microsoft Word, Outlook, ProQuest, LexisNexis, Premiere, Public Speaking
Education
Syracuse University 2010 — 2014
Bachelor of Arts (B.A.), Television-Radio-Film
Syracuse University 2010 — 2014
Bachelor of Arts (B.A.), English and Textual Studies
Paul A. Corchado, ARPC's MFS Investment Management Experience September 2007 - March 2008
Job Relationship Manager at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group January 2013 - Present
The Hartford March 2008 - December 2012
MFS Investment Management September 2007 - March 2008
Great-West Retirement Services 2003 - 2007
Fidelity Investments 1997 - 2003
Scudder Investments 1992 - 1997
Skills
Series 7, Series 63, Series 26, Series 6, Accredited Retirement...
Education
Suffolk University - Sawyer School of Management 2000 — 2001
MBA, Business
University of Massachusetts Dartmouth 1988 — 1991
Bachelor of Arts (BA), Hunanities & Social Sciences
MassMutual Financial Group January 2013 - Present
The Hartford March 2008 - December 2012
MFS Investment Management September 2007 - March 2008
Great-West Retirement Services 2003 - 2007
Fidelity Investments 1997 - 2003
Scudder Investments 1992 - 1997
Skills
Series 7, Series 63, Series 26, Series 6, Accredited Retirement...
Education
Suffolk University - Sawyer School of Management 2000 — 2001
MBA, Business
University of Massachusetts Dartmouth 1988 — 1991
Bachelor of Arts (BA), Hunanities & Social Sciences
Ross Yager Ross Yager's MFS Investment Management Experience August 2013 - April 2015
Job High Net Worth Service Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
MFS Investment Management August 2013 - April 2015
Northwestern Mutual June 2012 - September 2012
Woodstock Inn Station & Brewery June 2011 - August 2011
Loon Mountain Resort July 2010 - August 2011
Skills
Social Media, PowerPoint, Microsoft Word, Microsoft Excel, Public Speaking, Microsoft Office, Outlook, Data Analysis, Customer Service, Time Management, Teamwork, Finance
Education
Syracuse University 2009 — 2013
Bachelor of Science (B.S.); Bachelor of Arts (B.A.), Finance; Economics
Syracuse University, Madrid 2012 — 2012
Framingham High School 2005 — 2009
Fidelity Investments April 2015 - Present
MFS Investment Management August 2013 - April 2015
Northwestern Mutual June 2012 - September 2012
Woodstock Inn Station & Brewery June 2011 - August 2011
Loon Mountain Resort July 2010 - August 2011
Skills
Social Media, PowerPoint, Microsoft Word, Microsoft Excel, Public Speaking, Microsoft Office, Outlook, Data Analysis, Customer Service, Time Management, Teamwork, Finance
Education
Syracuse University 2009 — 2013
Bachelor of Science (B.S.); Bachelor of Arts (B.A.), Finance; Economics
Syracuse University, Madrid 2012 — 2012
Framingham High School 2005 — 2009
Michael Natale Michael Natale's MFS Investment Management Experience January 2011 - February 2012
Job Dispositions Associate at Boston Capital
Industry Commercial Real Estate
Experience
Boston Capital September 2015 - Present
Boston Capital May 2013 - August 2015
Merchant Warehouse April 2012 - May 2013
MFS Investment Management January 2011 - February 2012
Education
Suffolk University 2007 — 2010
Bachelor of Science, Business Administration
Boston Capital September 2015 - Present
Boston Capital May 2013 - August 2015
Merchant Warehouse April 2012 - May 2013
MFS Investment Management January 2011 - February 2012
Education
Suffolk University 2007 — 2010
Bachelor of Science, Business Administration
Joshua Carroll Joshua Carroll's MFS Investment Management Experience April 2011 - April 2015
Job Consultant Distribution Insights at Liberty Mutual Insurance
Industry Financial Services
Experience
Liberty Mutual Insurance April 2015 - Present
MFS Investment Management April 2011 - April 2015
MFS Investment Management January 2008 - May 2011
MFS Investment Management August 2006 - January 2008
Putnam Investments June 2005 - August 2006
Putnam Investments December 2004 - June 2005
Skills
Mutual Funds, Financial Services, Financial Analysis, Equities, Fixed Income, Investments, Data Analysis, Business Analysis, Business Planning, Forecasting, Finance, Strategic Financial..., Capital Budgeting, Operating Budgets, Process Improvement, Pricing Analysis, Strategic Alliances, International Sales, Project Management, Risk Management, Financial Planning, Management, Microsoft Excel
Education
Suffolk University - Sawyer School of Management 2010 — 2013
MBA, Finance
University of Massachusetts Lowell 2000 — 2004
BSA, Business Administration, M.I.S/Marketing
Liberty Mutual Insurance April 2015 - Present
MFS Investment Management April 2011 - April 2015
MFS Investment Management January 2008 - May 2011
MFS Investment Management August 2006 - January 2008
Putnam Investments June 2005 - August 2006
Putnam Investments December 2004 - June 2005
Skills
Mutual Funds, Financial Services, Financial Analysis, Equities, Fixed Income, Investments, Data Analysis, Business Analysis, Business Planning, Forecasting, Finance, Strategic Financial..., Capital Budgeting, Operating Budgets, Process Improvement, Pricing Analysis, Strategic Alliances, International Sales, Project Management, Risk Management, Financial Planning, Management, Microsoft Excel
Education
Suffolk University - Sawyer School of Management 2010 — 2013
MBA, Finance
University of Massachusetts Lowell 2000 — 2004
BSA, Business Administration, M.I.S/Marketing
Brad Bestgen CFP®, AIF® Brad Bestgen CFP®, AIF®'s MFS Investment Management Experience September 2002 - April 2005
Job Wealth Advisor
Industry Financial Services
Experience
Bestgen Wealth Management, LLC June 2014 - Present
Bay Financial Associates April 2008 - May 2014
Banc of America Investment Services, Inc April 2005 - April 2008
MFS Investment Management September 2002 - April 2005
Skills
Wealth Management, Investments, Retirement Planning, Strategic Financial..., Mutual Funds, Retirement, Asset Management, Securities, Risk Management, Financial Services, Finance, Entrepreneurship, Financial Advisory, Management, Investment Management
Education
Syracuse University 1998 — 2002
B.S., Finance and Marketing
Xaverian Brothers High School 1995 — 1998
High School, College Preparatory
Bestgen Wealth Management, LLC June 2014 - Present
Bay Financial Associates April 2008 - May 2014
Banc of America Investment Services, Inc April 2005 - April 2008
MFS Investment Management September 2002 - April 2005
Skills
Wealth Management, Investments, Retirement Planning, Strategic Financial..., Mutual Funds, Retirement, Asset Management, Securities, Risk Management, Financial Services, Finance, Entrepreneurship, Financial Advisory, Management, Investment Management
Education
Syracuse University 1998 — 2002
B.S., Finance and Marketing
Xaverian Brothers High School 1995 — 1998
High School, College Preparatory
Paula Clasby's MFS Investment Management Experience 1998 - 2003
Job Law Firm Management
Industry Legal Services
Experience
Nelson Mullins November 2012 - Present
eSecLending September 2012 - November 2012
Northeastern University March 2012 - August 2012
Bernkopf Goodman llp December 2011 - August 2012
Abbott Personnel August 2011 - April 2012
Bingham McCutchen LLP 2006 - 2011
Boston Financial Data Services 2004 - 2006
MFS Investment Management 1998 - 2003
Liberty Financial 1987 - 1998
Liberty Financial 1987 - 1998
Skills
Compensation, Employee Relations, Performance Management, Organizational Design, Legal Compliance, Business Partner..., Reductions in Force, Strategic Staffing, Project Management, Staff Management, HR Metrics, Team Building, Change Management, Human Resources, Onboarding, Law Firm Administration, Operations Management, Recruiting, Talent Acquisition, Personnel Management, Leadership Development, Management, Policy, Organizational..., Mergers & Acquisitions, Leadership, Deferred Compensation, Career Development, Payroll
Education
Bentley College
Certificate, Human Resources Management
Suffolk University
Bachelors of Science, magna cum laude
Aquinas Junior College
Associates Degree, Secretarial Science
Fontbonne Academy, Milton, MA
Nelson Mullins November 2012 - Present
eSecLending September 2012 - November 2012
Northeastern University March 2012 - August 2012
Bernkopf Goodman llp December 2011 - August 2012
Abbott Personnel August 2011 - April 2012
Bingham McCutchen LLP 2006 - 2011
Boston Financial Data Services 2004 - 2006
MFS Investment Management 1998 - 2003
Liberty Financial 1987 - 1998
Liberty Financial 1987 - 1998
Skills
Compensation, Employee Relations, Performance Management, Organizational Design, Legal Compliance, Business Partner..., Reductions in Force, Strategic Staffing, Project Management, Staff Management, HR Metrics, Team Building, Change Management, Human Resources, Onboarding, Law Firm Administration, Operations Management, Recruiting, Talent Acquisition, Personnel Management, Leadership Development, Management, Policy, Organizational..., Mergers & Acquisitions, Leadership, Deferred Compensation, Career Development, Payroll
Education
Bentley College
Certificate, Human Resources Management
Suffolk University
Bachelors of Science, magna cum laude
Aquinas Junior College
Associates Degree, Secretarial Science
Fontbonne Academy, Milton, MA
Susan Roberts Susan Roberts's MFS Investment Management Experience June 2012 - Present
Job Senior Vice President, Director Enterprise Program Management Office at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management June 2012 - Present
MFS Investment Management October 2011 - June 2012
Wellington Management 2007 - June 2011
Wellington Management 2003 - 2007
Wellington Management August 2000 - 2003
MetLife 1998 - 2000
New England Financial 1997 - 1998
Bank of Boston 1994 - 1997
Bank of Boston 1992 - 1994
Education
Suffolk University - Sawyer School of Management 1999 — 2001
MBA
Syracuse University 1987 — 1991
BA, Mathematics
MFS Investment Management June 2012 - Present
MFS Investment Management October 2011 - June 2012
Wellington Management 2007 - June 2011
Wellington Management 2003 - 2007
Wellington Management August 2000 - 2003
MetLife 1998 - 2000
New England Financial 1997 - 1998
Bank of Boston 1994 - 1997
Bank of Boston 1992 - 1994
Education
Suffolk University - Sawyer School of Management 1999 — 2001
MBA
Syracuse University 1987 — 1991
BA, Mathematics
Martha Fucillo Martha Fucillo's MFS Investment Management Experience December 2005 - December 2010
Job Director of Marketing at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2014 - Present
John Hancock Financial Services December 2010 - April 2014
MFS Investment Management December 2005 - December 2010
MFS Investment Management December 2004 - December 2005
MFS Investment Management September 2001 - December 2004
MFS Investment Management November 1996 - September 2001
MFS Investment Management January 1992 - November 1996
Skills
Investments, Retirement Planning, Marketing, Sales, Employee Benefits, Mutual Funds, Series 63, Series 7, Portfolio Management, Retirement, Leadership, Training, Relationship Management, Pensions, 401k, Financial Services
Education
Concordia College
Suffolk University
BA
Fidelity Investments May 2014 - Present
John Hancock Financial Services December 2010 - April 2014
MFS Investment Management December 2005 - December 2010
MFS Investment Management December 2004 - December 2005
MFS Investment Management September 2001 - December 2004
MFS Investment Management November 1996 - September 2001
MFS Investment Management January 1992 - November 1996
Skills
Investments, Retirement Planning, Marketing, Sales, Employee Benefits, Mutual Funds, Series 63, Series 7, Portfolio Management, Retirement, Leadership, Training, Relationship Management, Pensions, 401k, Financial Services
Education
Concordia College
Suffolk University
BA
Alexa Weiner's MFS Investment Management Experience August 2014 - Present
Job Compensation Coordinator at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management August 2014 - Present
Education
Syracuse University 2007 — 2011
B.A., Political Science, Psychology
MFS Investment Management August 2014 - Present
Education
Syracuse University 2007 — 2011
B.A., Political Science, Psychology
Dede Griesbauer's MFS Investment Management Experience June 1999 - March 2005
Job Professional Athlete, 3time Ironman Champion
Industry Sports
Experience
self employed March 2005 - Present
MFS Investment Management June 1999 - March 2005
Lehman Brothers 1997 - 1999
Skills
Equities, Investments, Asset Managment, Securities, Portfolio Management, Financial Analysis, Hedge Funds, Financial Modeling, Due Diligence, Alternative Investments, Mutual Funds, Valuation, Asset Management, Capital Markets, Private Equity, Marketing Strategy, Strategy, Sports, Management, Mergers & Acquisitions, Fixed Income, Coaching, Public Speaking
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance
Stanford University 1988 — 1992
BA, Public Policy
Choate Rosemary Hall 1985 — 1988
self employed March 2005 - Present
MFS Investment Management June 1999 - March 2005
Lehman Brothers 1997 - 1999
Skills
Equities, Investments, Asset Managment, Securities, Portfolio Management, Financial Analysis, Hedge Funds, Financial Modeling, Due Diligence, Alternative Investments, Mutual Funds, Valuation, Asset Management, Capital Markets, Private Equity, Marketing Strategy, Strategy, Sports, Management, Mergers & Acquisitions, Fixed Income, Coaching, Public Speaking
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance
Stanford University 1988 — 1992
BA, Public Policy
Choate Rosemary Hall 1985 — 1988
Charles Kinzie's MFS Investment Management Experience 2007 - Present
Job Helpdesk Specialist at Zoll Medical
Industry Medical Devices
Experience
ZOLL March 2008 - Present
MFS Investment Management 2007 - Present
MFS Investment Mgmt 1999 - Present
Education
State University of New York College at Oswego 1991 — 1995
ZOLL March 2008 - Present
MFS Investment Management 2007 - Present
MFS Investment Mgmt 1999 - Present
Education
State University of New York College at Oswego 1991 — 1995
John Randall's MFS Investment Management Experience 2000 - 2003
Job Sr Vice President at Reliance Trust Company
Industry Banking
Experience
Reliance Trust Company April 2007 - Present
AST Capital Trust August 2003 - April 2007
MFS Investment Management 2000 - 2003
Skills
Strategic Planning, Project Management, Risk Management, Mutual Funds, Microsoft Excel, Microsoft Office, Customer Service, Business Analysis, New Business Development, Investments, Team Building, Financial Analysis, Asset Managment, Process Improvement, Banking, Leadership, Management, Business Development, Asset Management
Education
Suffolk University 1991 — 1993
BA, Communications
Reliance Trust Company April 2007 - Present
AST Capital Trust August 2003 - April 2007
MFS Investment Management 2000 - 2003
Skills
Strategic Planning, Project Management, Risk Management, Mutual Funds, Microsoft Excel, Microsoft Office, Customer Service, Business Analysis, New Business Development, Investments, Team Building, Financial Analysis, Asset Managment, Process Improvement, Banking, Leadership, Management, Business Development, Asset Management
Education
Suffolk University 1991 — 1993
BA, Communications
Brant Loucks, MBA's MFS Investment Management Experience 1999 - 2000
Job Director of Operations at Whippoorwill Associates, Inc.
Industry Financial Services
Experience
Whippoorwill Associates, Inc. February 2003 - Present
J.L. Kaplan Associates 2000 - 2003
MFS Investment Management 1999 - 2000
Skills
Fixed Income, Hedge Funds, Equities, Asset Managment, Financial Analysis, Investments, Finance, Financial Modeling, Private Equity, Bloomberg, Corporate Finance, Derivatives, Capital Markets, Financial Markets, Asset Management, Alternative Investments, Due Diligence, Portfolio Management, Valuation, Trading, Investment Banking, Emerging Markets, Securities, Investment Management, Investment Strategies, Mutual Funds, Asset Allocation, Financial Services, Bonds, Fund Of Funds, Structured Finance, Options, Equity Trading
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
Master of Business Administration (M.B.A.), Finance
State University of New York College at Oswego 1995 — 1999
Bachelor of Science (B.S.), Finance, General
Instituto Tecnológico y de Estudios Superiores de Monterrey 1997 — 1998
Business, International Business/Trade/Commerce
Batavia High School 1991 — 1995
NYS Regents Diploma
Whippoorwill Associates, Inc. February 2003 - Present
J.L. Kaplan Associates 2000 - 2003
MFS Investment Management 1999 - 2000
Skills
Fixed Income, Hedge Funds, Equities, Asset Managment, Financial Analysis, Investments, Finance, Financial Modeling, Private Equity, Bloomberg, Corporate Finance, Derivatives, Capital Markets, Financial Markets, Asset Management, Alternative Investments, Due Diligence, Portfolio Management, Valuation, Trading, Investment Banking, Emerging Markets, Securities, Investment Management, Investment Strategies, Mutual Funds, Asset Allocation, Financial Services, Bonds, Fund Of Funds, Structured Finance, Options, Equity Trading
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
Master of Business Administration (M.B.A.), Finance
State University of New York College at Oswego 1995 — 1999
Bachelor of Science (B.S.), Finance, General
Instituto Tecnológico y de Estudios Superiores de Monterrey 1997 — 1998
Business, International Business/Trade/Commerce
Batavia High School 1991 — 1995
NYS Regents Diploma
Melanie Schrems's MFS Investment Management Experience August 2008 - May 2011
Job Recognition Strategist at Globoforce
Industry Consumer Goods
Experience
Globoforce August 2013 - Present
Swarovski December 2011 - July 2013
PwC May 2011 - December 2011
MFS Investment Management August 2008 - May 2011
Putnam Investments May 1996 - July 2008
Skills
Corporate Communications, Strategic Communications, Project Management, Human Resources, Intranet, Research, Public Relations, Social Media, Marketing, Internal Communications, Organizational..., Newsletters, Event Planning, Press Releases
Education
Suffolk University
BS, Communications/Public Relations
Globoforce August 2013 - Present
Swarovski December 2011 - July 2013
PwC May 2011 - December 2011
MFS Investment Management August 2008 - May 2011
Putnam Investments May 1996 - July 2008
Skills
Corporate Communications, Strategic Communications, Project Management, Human Resources, Intranet, Research, Public Relations, Social Media, Marketing, Internal Communications, Organizational..., Newsletters, Event Planning, Press Releases
Education
Suffolk University
BS, Communications/Public Relations
Carlington Bent's MFS Investment Management Experience January 2006 - June 2007
Job Assistant Vice President; Financial Solutions Advisor at Merril Edge/Bank of America
Industry Investment Management
Experience
Merril Edge/Bank of America September 2015 - Present
AIG February 2015 - September 2015
Columbia Management January 2011 - December 2014
CCO Investment 2007 - 2010
MFS Investment Management January 2006 - June 2007
Countrywide Mortgage Services 2004 - 2006
Skills
Series 7, Mutual Funds, Equities, Finance, Investments, Series 63, Asset Allocation, Management, Analysis, Customer-focused Service, Fixed Income, Insurance, Leadership, Securities, Financial Services, series 66, Portfolio Management
Education
Southern NH University 2006 — 2008
Master of Business Administration (MBA), Global business
Southern New Hampshire University 1998 — 2008
Bachelor of Business Administration (B.B.A.), Information Technology
Southern New Hampshire University 1998 — 2002
Master of Business Administration (MBA), International Business
Merril Edge/Bank of America September 2015 - Present
AIG February 2015 - September 2015
Columbia Management January 2011 - December 2014
CCO Investment 2007 - 2010
MFS Investment Management January 2006 - June 2007
Countrywide Mortgage Services 2004 - 2006
Skills
Series 7, Mutual Funds, Equities, Finance, Investments, Series 63, Asset Allocation, Management, Analysis, Customer-focused Service, Fixed Income, Insurance, Leadership, Securities, Financial Services, series 66, Portfolio Management
Education
Southern NH University 2006 — 2008
Master of Business Administration (MBA), Global business
Southern New Hampshire University 1998 — 2008
Bachelor of Business Administration (B.B.A.), Information Technology
Southern New Hampshire University 1998 — 2002
Master of Business Administration (MBA), International Business
Richard Zipperman's MFS Investment Management Experience 1987 - Present
Job Regional VP at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management 1987 - Present
Skills
Mutual Funds, Series 7, Alternative Investments
Education
Wharton Business School 2006 — 2006
CIMA
Syracuse University 1983 — 1987
MFS Investment Management 1987 - Present
Skills
Mutual Funds, Series 7, Alternative Investments
Education
Wharton Business School 2006 — 2006
CIMA
Syracuse University 1983 — 1987
Timothy Burge's MFS Investment Management Experience April 2000 - Present
Job Manager, Asset Control at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management April 2000 - Present
State Street June 1998 - March 2000
US Army November 1994 - October 1997
Education
Suffolk University 1988 — 1992
MFS Investment Management April 2000 - Present
State Street June 1998 - March 2000
US Army November 1994 - October 1997
Education
Suffolk University 1988 — 1992
Chris Bohane's MFS Investment Management Experience March 2013 - Present
Job Assistant General Counsel at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management March 2013 - Present
MFS Investment Management April 2003 - March 2013
K&L Gates January 2001 - April 2003
Natixis Global Associates May 1998 - January 2001
Skills
Securities Regulation, Securities, Mutual Funds, Hedge Funds, Corporate Governance, Corporate Law, Asset Managment, Alternative Investments, Private Equity, Due Diligence, Investment Management, Asset Management, Financial Services
Education
Suffolk University Law School 1996 — 1999
JD
Williams College 1992 — 1996
B.A., History
Hanover High School 1988 — 1992
MFS Investment Management March 2013 - Present
MFS Investment Management April 2003 - March 2013
K&L Gates January 2001 - April 2003
Natixis Global Associates May 1998 - January 2001
Skills
Securities Regulation, Securities, Mutual Funds, Hedge Funds, Corporate Governance, Corporate Law, Asset Managment, Alternative Investments, Private Equity, Due Diligence, Investment Management, Asset Management, Financial Services
Education
Suffolk University Law School 1996 — 1999
JD
Williams College 1992 — 1996
B.A., History
Hanover High School 1988 — 1992
Catherine Tang's MFS Investment Management Experience September 2012 - Present
Job Operational Fund Trade Analyst at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management September 2012 - Present
MFS Investment Management September 2006 - September 2012
MFS Investment Management May 2001 - September 2006
MFS Investment Management October 1998 - May 2001
Skills
Mutual Funds, DST, TA2000, Microsoft Excel, Outlook, Investments, Financial Services, Banking, ACS, Management, Relationship Management, Risk Management, Financial Analysis, Retirement Planning, Customer Service, Microsoft Office, Finance
Education
Suffolk University 1994 — 1998
B.A., Mathematics
MFS Investment Management September 2012 - Present
MFS Investment Management September 2006 - September 2012
MFS Investment Management May 2001 - September 2006
MFS Investment Management October 1998 - May 2001
Skills
Mutual Funds, DST, TA2000, Microsoft Excel, Outlook, Investments, Financial Services, Banking, ACS, Management, Relationship Management, Risk Management, Financial Analysis, Retirement Planning, Customer Service, Microsoft Office, Finance
Education
Suffolk University 1994 — 1998
B.A., Mathematics
Jen Rooth's MFS Investment Management Experience September 2005 - April 2008
Job Financial Services Professional
Industry Financial Services
Experience
CNL January 2011 - June 2012
MFS Investment Management September 2005 - April 2008
MFS Investment Management December 2003 - September 2005
MFS Investment Management January 2000 - November 2003
John Hancock Financial Services 1998 - 2000
Skills
Project Management, Mutual Funds, Financial Services, Alternative Investments, Relationship Management, Process Improvement, Business Analysis, Microsoft Excel, Problem Solving, Vendor Management, Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 2012 — 2015
Master of Business Administration (M.B.A.)
Stetson University 1994 — 1998
BBA
CNL January 2011 - June 2012
MFS Investment Management September 2005 - April 2008
MFS Investment Management December 2003 - September 2005
MFS Investment Management January 2000 - November 2003
John Hancock Financial Services 1998 - 2000
Skills
Project Management, Mutual Funds, Financial Services, Alternative Investments, Relationship Management, Process Improvement, Business Analysis, Microsoft Excel, Problem Solving, Vendor Management, Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 2012 — 2015
Master of Business Administration (M.B.A.)
Stetson University 1994 — 1998
BBA
Bob Ahern's MFS Investment Management Experience 1997 - 1998
Job Director of Business Intelligence & Analytics
Industry Financial Services
Experience
TIAA-CREF January 2011 - Present
TIAA-CREF July 2010 - January 2011
COMSYS 2010 - July 2010
Fidelity Investments 2007 - December 2009
Putnam Investments 1998 - 2007
MFS Investment Management 1997 - 1998
Fidelity Investments 1994 - 1997
Boston Edison 1983 - 1987
Boston Edison 1983 - 1987
Bank of Boston 1981 - 1983
Education
University of Massachusetts Boston 1974 — 1977
College Prep
University of Massachusetts Boston 1973 — 1977
BA
Boston College High School
Suffolk University - Sawyer Business School
MBA
TIAA-CREF January 2011 - Present
TIAA-CREF July 2010 - January 2011
COMSYS 2010 - July 2010
Fidelity Investments 2007 - December 2009
Putnam Investments 1998 - 2007
MFS Investment Management 1997 - 1998
Fidelity Investments 1994 - 1997
Boston Edison 1983 - 1987
Boston Edison 1983 - 1987
Bank of Boston 1981 - 1983
Education
University of Massachusetts Boston 1974 — 1977
College Prep
University of Massachusetts Boston 1973 — 1977
BA
Boston College High School
Suffolk University - Sawyer Business School
MBA
Arthur Malone's MFS Investment Management Experience October 2007 - March 2009
Job NSCC Services Technology Associate at Massachusetts Financial Services
Industry Financial Services
Experience
MFS Service Center Inc April 2007 - Present
MFS Investment Management October 2007 - March 2009
MFS Investment Management August 1999 - April 2007
MFS Investment Management June 1997 - August 1999
Skills
Microsoft Office, Customer Service, Project Management, Microsoft Excel, Strategic Planning, Business Analysis, Mutual Funds, Financial Services, Relationship Management, Process Improvement, Investments, Access, Account Management, Business Development, Financial Analysis, Human Resources, Leadership, Management, Marketing, Policy, Program Management, Research, Sales, Sales Management, Sales Operations, Training
Education
Suffolk University
Bachelor of Science, Business Management; Communications
MFS Service Center Inc April 2007 - Present
MFS Investment Management October 2007 - March 2009
MFS Investment Management August 1999 - April 2007
MFS Investment Management June 1997 - August 1999
Skills
Microsoft Office, Customer Service, Project Management, Microsoft Excel, Strategic Planning, Business Analysis, Mutual Funds, Financial Services, Relationship Management, Process Improvement, Investments, Access, Account Management, Business Development, Financial Analysis, Human Resources, Leadership, Management, Marketing, Policy, Program Management, Research, Sales, Sales Management, Sales Operations, Training
Education
Suffolk University
Bachelor of Science, Business Management; Communications
Marty Wolin's MFS Investment Management Experience July 2015 - Present
Job Chief Compliance Officer at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management July 2015 - Present
Mercer March 2006 - June 2015
Pioneer Investments November 2000 - March 2006
Skills
Compliance, Risk Management, Securities, Corporate Governance, Mutual Funds, Investment Management, Due Diligence
Education
Syracuse University College of Law 1990 — 1993
JD, Law
Tufts University 1985 — 1989
BA, Political Science
MFS Investment Management July 2015 - Present
Mercer March 2006 - June 2015
Pioneer Investments November 2000 - March 2006
Skills
Compliance, Risk Management, Securities, Corporate Governance, Mutual Funds, Investment Management, Due Diligence
Education
Syracuse University College of Law 1990 — 1993
JD, Law
Tufts University 1985 — 1989
BA, Political Science
Ravi Venkataraman, CFA's MFS Investment Management Experience 2009 - Present
Job Senior Managing Director at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management 2009 - Present
Mercer Global Investments 2005 - 2008
Mercer Investment Consulting 1992 - 2005
Skills
Portfolio Management, Investments, Equities, Institutional..., Defined Benefit, Risk Management, Defined Contribution, Management, Leadership, Alternative Investments, Asset Allocation, Mutual Funds
Education
Tufts University 1988 — 1990
M.A., Economics
St. Xavier's College 1985 — 1988
B.A., Economics
MFS Investment Management 2009 - Present
Mercer Global Investments 2005 - 2008
Mercer Investment Consulting 1992 - 2005
Skills
Portfolio Management, Investments, Equities, Institutional..., Defined Benefit, Risk Management, Defined Contribution, Management, Leadership, Alternative Investments, Asset Allocation, Mutual Funds
Education
Tufts University 1988 — 1990
M.A., Economics
St. Xavier's College 1985 — 1988
B.A., Economics
Ryan Kirkwood, CIMA®'s MFS Investment Management Experience September 2008 - Present
Job Wealth Management Consultant
Industry Financial Services
Experience
MFS Investment Management September 2008 - Present
MFS August 2004 - September 2008
MFS Investment Management April 2004 - August 2004
MFS Investment Management December 2001 - April 2004
MFS Investment Management December 2000 - December 2001
Sentry Insurance August 1999 - October 2000
Skills
Mutual Funds, Series 63, Asset Allocation, Investments, Series 7, Alternative Investments, Series 6, Asset Management, Wealth Management, Financial Services
Education
Springfield College 1995 — 1999
Bachelor of Science (B.S.), Sports Management
Bishop Feehan 1991 — 1995
High School
MFS Investment Management September 2008 - Present
MFS August 2004 - September 2008
MFS Investment Management April 2004 - August 2004
MFS Investment Management December 2001 - April 2004
MFS Investment Management December 2000 - December 2001
Sentry Insurance August 1999 - October 2000
Skills
Mutual Funds, Series 63, Asset Allocation, Investments, Series 7, Alternative Investments, Series 6, Asset Management, Wealth Management, Financial Services
Education
Springfield College 1995 — 1999
Bachelor of Science (B.S.), Sports Management
Bishop Feehan 1991 — 1995
High School
James Ignazio's MFS Investment Management Experience April 2008 - Present
Job Associate National Sales Manager for Edward Jones External Wholesaler at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management April 2008 - Present
MFS Investment Management October 1998 - April 2008
Skills
Mutual Funds, Investments, Asset Allocation, Retirement Planning, Wealth Management, Retirement, Alternative Investments
Education
Suffolk University 1987 — 1991
MFS Investment Management April 2008 - Present
MFS Investment Management October 1998 - April 2008
Skills
Mutual Funds, Investments, Asset Allocation, Retirement Planning, Wealth Management, Retirement, Alternative Investments
Education
Suffolk University 1987 — 1991
Darrow DiBattista's MFS Investment Management Experience June 1999 - November 2008
Job Manager Investment Analytics at State Street Investment Analytics
Industry Investment Management
Experience
State Street Investment Analytics July 2009 - Present
MFS Investment Management June 1999 - November 2008
MFS Investment Management June 1999 - November 2008
MFS Investment Management 1999 - 2008
Scudder Investments 1995 - 1999
Skills
Performance Attribution, Factset, Alternative Investments, Fixed Income, Equities, Asset Managment, Hedge Funds, Equity Research, Investment Management, Portfolio Management, Derivatives
Education
Suffolk University 1995 — 1998
Master of Science (MS), Finance
Suffolk University - Sawyer School of Management 1988 — 1992
BSBA, Finance
State Street Investment Analytics July 2009 - Present
MFS Investment Management June 1999 - November 2008
MFS Investment Management June 1999 - November 2008
MFS Investment Management 1999 - 2008
Scudder Investments 1995 - 1999
Skills
Performance Attribution, Factset, Alternative Investments, Fixed Income, Equities, Asset Managment, Hedge Funds, Equity Research, Investment Management, Portfolio Management, Derivatives
Education
Suffolk University 1995 — 1998
Master of Science (MS), Finance
Suffolk University - Sawyer School of Management 1988 — 1992
BSBA, Finance
Linda Wondrack's MFS Investment Management Experience 2004 - 2005
Job EVP, Head of Asset Management Compliance at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2012 - Present
Ameriprise Financial May 2010 - March 2012
Columbia Management June 2005 - March 2012
Bank of America 2005 - May 2010
MFS Investment Management 2004 - 2005
Deutsche Asset Management 1987 - 2004
Zurich Scudder Investments 1998 - 2002
Zurich Scudder Investments 1998 - 2002
Skills
Securities, Mutual Funds, FINRA, Hedge Funds, Alternative Investments, Securities Regulation, Investment Management, AML, Financial Regulation, Risk Management, Equities, Corporate Governance, Due Diligence, Financial Risk, Investment Advisers Act, Investment Company Act
Education
Suffolk University Law School 1991 — 1995
J.D., Finance, Law
Syracuse University - Martin J. Whitman School of Management 1984 — 1986
Bachelor of Science (BS), Finance, General
University of New Hampshire 1982 — 1984
Economics
Fidelity Investments April 2012 - Present
Ameriprise Financial May 2010 - March 2012
Columbia Management June 2005 - March 2012
Bank of America 2005 - May 2010
MFS Investment Management 2004 - 2005
Deutsche Asset Management 1987 - 2004
Zurich Scudder Investments 1998 - 2002
Zurich Scudder Investments 1998 - 2002
Skills
Securities, Mutual Funds, FINRA, Hedge Funds, Alternative Investments, Securities Regulation, Investment Management, AML, Financial Regulation, Risk Management, Equities, Corporate Governance, Due Diligence, Financial Risk, Investment Advisers Act, Investment Company Act
Education
Suffolk University Law School 1991 — 1995
J.D., Finance, Law
Syracuse University - Martin J. Whitman School of Management 1984 — 1986
Bachelor of Science (BS), Finance, General
University of New Hampshire 1982 — 1984
Economics
Pete Carignan's MFS Investment Management Experience August 1993 - November 2008
Job Computer Software Professional
Industry Computer Software
Experience
OptumInsight 2009 - Present
MFS Investment Management August 1993 - November 2008
Intellution June 1991 - August 1993
Process Control Industries September 1987 - June 1991
Education
University of Notre Dame 1986 — 1987
BSEE, Electrical Engineering
Stonehill College 1982 — 1985
BA, Computer Science
OptumInsight 2009 - Present
MFS Investment Management August 1993 - November 2008
Intellution June 1991 - August 1993
Process Control Industries September 1987 - June 1991
Education
University of Notre Dame 1986 — 1987
BSEE, Electrical Engineering
Stonehill College 1982 — 1985
BA, Computer Science
Robert Melanson's MFS Investment Management Experience June 2004 - Present
Job System Architect Fixed Income Trading Systems
Industry Investment Management
Experience
MFS Investment Management June 2004 - Present
Wellington Management January 1995 - June 2004
State Street Bank 1993 - 1995
Skills
Factset, Fixed Income, Bloomberg, Equities, Mutual Funds, Asset Management, Hedge Funds, SDLC, Securities, Trading Systems, Business Analysis, Derivatives, Investments, SQL, Trading, Portfolio Management
Education
Syracuse University 1985 — 1989
BA, Economics
MFS Investment Management June 2004 - Present
Wellington Management January 1995 - June 2004
State Street Bank 1993 - 1995
Skills
Factset, Fixed Income, Bloomberg, Equities, Mutual Funds, Asset Management, Hedge Funds, SDLC, Securities, Trading Systems, Business Analysis, Derivatives, Investments, SQL, Trading, Portfolio Management
Education
Syracuse University 1985 — 1989
BA, Economics
Carl Berg's MFS Investment Management Experience February 1998 - September 2008
Job Vice President at Sentinel Investments
Industry Investment Management
Experience
Sentinel Investments September 2008 - Present
MFS Investment Management February 1998 - September 2008
Delaware Investments, a member of the Macquarie Group August 1995 - January 1998
Education
Syracuse University 1988 — 1991
BA, Economics
Sentinel Investments September 2008 - Present
MFS Investment Management February 1998 - September 2008
Delaware Investments, a member of the Macquarie Group August 1995 - January 1998
Education
Syracuse University 1988 — 1991
BA, Economics
Len Nolan's MFS Investment Management Experience January 2014 - Present
Job Divisional Director at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management January 2014 - Present
MFS Investment Management October 2000 - December 2013
Education
Stonehill College 1992 — 1996
BA, Communication
MFS Investment Management January 2014 - Present
MFS Investment Management October 2000 - December 2013
Education
Stonehill College 1992 — 1996
BA, Communication
Steven Barrocas's MFS Investment Management Experience June 2007 - Present
Job Director at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management June 2007 - Present
Rydex Investments January 2004 - June 2007
Rydex Investments January 2004 - August 2004
Prudential Financial January 2001 - January 2004
Barro-Tex May 1996 - December 2000
Skills
Mutual Funds, Alternative Investments, Series 7, Series 63, Retirement Plan..., Practice Management, Equities, Investments, Investment Management, Financial Services, Capital Markets, Public Speaking, Financial Markets, Securities, Finance, Estate Planning, Asset Allocation, ETFs, Asset Management
Education
Syracuse University 1992 — 1996
BS
Syracuse University 1992 — 1996
Bachelor of Science (B.S.)
MFS Investment Management June 2007 - Present
Rydex Investments January 2004 - June 2007
Rydex Investments January 2004 - August 2004
Prudential Financial January 2001 - January 2004
Barro-Tex May 1996 - December 2000
Skills
Mutual Funds, Alternative Investments, Series 7, Series 63, Retirement Plan..., Practice Management, Equities, Investments, Investment Management, Financial Services, Capital Markets, Public Speaking, Financial Markets, Securities, Finance, Estate Planning, Asset Allocation, ETFs, Asset Management
Education
Syracuse University 1992 — 1996
BS
Syracuse University 1992 — 1996
Bachelor of Science (B.S.)
Brad Hubbard's MFS Investment Management Experience June 2011 - June 2015
Job Account Manager, Global Relationships at Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management July 2015 - Present
MFS Investment Management June 2011 - June 2015
BlackRock September 2008 - June 2011
BlackRock June 2007 - September 2008
Anheuser-Busch August 2003 - May 2007
Skills
Series 7, Series 63, Mutual Funds, Series 6, Alternative Investments, Investments, Finance, Management, Equities, Securities, Fixed Income, Asset Allocation, Sales, Financial Services
Education
Stonehill College 2003 — 2007
Bachelor of Science (BS), Business Management
Natixis Global Asset Management July 2015 - Present
MFS Investment Management June 2011 - June 2015
BlackRock September 2008 - June 2011
BlackRock June 2007 - September 2008
Anheuser-Busch August 2003 - May 2007
Skills
Series 7, Series 63, Mutual Funds, Series 6, Alternative Investments, Investments, Finance, Management, Equities, Securities, Fixed Income, Asset Allocation, Sales, Financial Services
Education
Stonehill College 2003 — 2007
Bachelor of Science (BS), Business Management
Jedediah Koenigsberg's MFS Investment Management Experience September 2013 - Present
Job Investment Officer at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management September 2013 - Present
MFS Investment Management November 2007 - September 2013
Evergreen Investments 2007 - 2008
Allianz Global Investors 1999 - 2006
Education
State University of New York College at Geneseo 1993 — 1997
Bachelor's degree, Economics
Midwood High School 1989 — 1993
MFS Investment Management September 2013 - Present
MFS Investment Management November 2007 - September 2013
Evergreen Investments 2007 - 2008
Allianz Global Investors 1999 - 2006
Education
State University of New York College at Geneseo 1993 — 1997
Bachelor's degree, Economics
Midwood High School 1989 — 1993
MELYSSA J S BENNETT's MFS Investment Management Experience 1998 - April 2001
Job
Industry
Experience
The Global Beer Network December 2008 - Present
MFS Investment Management 1998 - April 2001
Scudder Investments 1996 - 1998
Investors Bank & Trust 1994 - 1996
Investors Bank & Trust 1992 - 1994
Skills
Microsoft Excel, Customer Service, Microsoft Word, Financial Services, Accounting, Mutual Funds, PowerPoint, Program Management, Marketing Strategy
Education
Suffolk University 1988 — 1992
Bachelor of Arts (B.A.), Finance, General
The Global Beer Network December 2008 - Present
MFS Investment Management 1998 - April 2001
Scudder Investments 1996 - 1998
Investors Bank & Trust 1994 - 1996
Investors Bank & Trust 1992 - 1994
Skills
Microsoft Excel, Customer Service, Microsoft Word, Financial Services, Accounting, Mutual Funds, PowerPoint, Program Management, Marketing Strategy
Education
Suffolk University 1988 — 1992
Bachelor of Arts (B.A.), Finance, General
Sean Powers's MFS Investment Management Experience 2005 - 2008
Job Regional Sales Director at The Hartford
Industry Financial Services
Experience
The Hartford September 2012 - Present
The Hartford October 2010 - September 2012
The Hartford January 2008 - October 2010
MFS Investment Management 2005 - 2008
Skills
Retirement Planning, Series 6, Retirement, 401k
Education
Stonehill College 1991 — 1995
The Hartford September 2012 - Present
The Hartford October 2010 - September 2012
The Hartford January 2008 - October 2010
MFS Investment Management 2005 - 2008
Skills
Retirement Planning, Series 6, Retirement, 401k
Education
Stonehill College 1991 — 1995
Trevor McNiven's MFS Investment Management Experience 2004 - 2005
Job Co Owner at Venture Retail Partners
Industry Real Estate
Experience
Venture Retail Partners 2014 - Present
Atlantic Retail Properties 2006 - 2014
KeyPoint Partners, LLC 2005 - 2006
MFS Investment Management 2004 - 2005
Skills
Commercial Real Estate, Retail, Retail Site Selection, Location Intelligence, Buyer Representation, Tenant Representation, Shopping Centers, Land Acquisition, Brokerage, Commercial Leasing, Disposition, Acquisitions, Investment Properties, Investment Sales, Leases, Real Estate Development, Real Estate Transactions, Property, Lease Negotiations, Negotiation
Education
Saint Lawrence University 1999 — 2003
Bethlehem Central High School 1995 — 1999
High School
Venture Retail Partners 2014 - Present
Atlantic Retail Properties 2006 - 2014
KeyPoint Partners, LLC 2005 - 2006
MFS Investment Management 2004 - 2005
Skills
Commercial Real Estate, Retail, Retail Site Selection, Location Intelligence, Buyer Representation, Tenant Representation, Shopping Centers, Land Acquisition, Brokerage, Commercial Leasing, Disposition, Acquisitions, Investment Properties, Investment Sales, Leases, Real Estate Development, Real Estate Transactions, Property, Lease Negotiations, Negotiation
Education
Saint Lawrence University 1999 — 2003
Bethlehem Central High School 1995 — 1999
High School
Nicole McGrath's MFS Investment Management Experience September 2014 - Present
Job HR Business Partner MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management September 2014 - Present
MFS Investment Management March 2013 - Present
MFS Investment Management March 2008 - March 2013
MFS Investment Management March 2006 - March 2008
MFS Investment Management August 2004 - February 2006
Skills
Employee Benefits, Human Resources, Onboarding, New Hire Orientations, FMLA, Leadership, COBRA, Disability Insurance, Leave Administration, Acquisition Integration, Intranet Portals, Invoice Processing, Business Process..., Global Mobility, Benefits Administration, Employee Relations
Education
State University of New York College at Oswego 1996 — 2000
BA, Interpersonal Communications, Philosophy
MFS Investment Management September 2014 - Present
MFS Investment Management March 2013 - Present
MFS Investment Management March 2008 - March 2013
MFS Investment Management March 2006 - March 2008
MFS Investment Management August 2004 - February 2006
Skills
Employee Benefits, Human Resources, Onboarding, New Hire Orientations, FMLA, Leadership, COBRA, Disability Insurance, Leave Administration, Acquisition Integration, Intranet Portals, Invoice Processing, Business Process..., Global Mobility, Benefits Administration, Employee Relations
Education
State University of New York College at Oswego 1996 — 2000
BA, Interpersonal Communications, Philosophy
Bridget Power's MFS Investment Management Experience July 2014 - Present
Job Report Production Coordinator at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management July 2014 - Present
MFS Investment Management July 2012 - July 2014
MFS Investment Management September 2010 - July 2012
Godiva Chocolatier 2009 - August 2010
Suffolk University 2007 - May 2010
Reading Co-operative Bank 2005 - 2008
Skills
Banking, Outlook, PowerPoint, Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, Data Entry
Education
Suffolk University 2007 — 2010
BS, Mathematics, Economics
MFS Investment Management July 2014 - Present
MFS Investment Management July 2012 - July 2014
MFS Investment Management September 2010 - July 2012
Godiva Chocolatier 2009 - August 2010
Suffolk University 2007 - May 2010
Reading Co-operative Bank 2005 - 2008
Skills
Banking, Outlook, PowerPoint, Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, Data Entry
Education
Suffolk University 2007 — 2010
BS, Mathematics, Economics
Rebecca Conlon's MFS Investment Management Experience August 2013 - Present
Job at
Industry Financial Services
Experience
MFS Investment Management August 2013 - Present
State Street September 2012 - August 2013
State Street June 2011 - September 2012
Stonehill College October 2010 - May 2011
Northwestern Mutual April 2010 - October 2010
Reebok January 2010 - May 2010
Skills
Microsoft Office, Massachusetts Life,..., Series 1651, Series 1652, Fixed Annuities, Life Insurance, Retirement, Variable Products, Series 7, Mutual Funds, Investments, Term Life Insurance, Insurance, 529 Plans, Securities, Permanent Life Insurance, Trust Services
Education
Stonehill College 2007 — 2011
Bachelor of Science in Business Administration, Finance
MFS Investment Management August 2013 - Present
State Street September 2012 - August 2013
State Street June 2011 - September 2012
Stonehill College October 2010 - May 2011
Northwestern Mutual April 2010 - October 2010
Reebok January 2010 - May 2010
Skills
Microsoft Office, Massachusetts Life,..., Series 1651, Series 1652, Fixed Annuities, Life Insurance, Retirement, Variable Products, Series 7, Mutual Funds, Investments, Term Life Insurance, Insurance, 529 Plans, Securities, Permanent Life Insurance, Trust Services
Education
Stonehill College 2007 — 2011
Bachelor of Science in Business Administration, Finance
Jack Foley's MFS Investment Management Experience April 2015 - Present
Job Vice President, Sr. Compliance Manager at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management April 2015 - Present
Fidelity Investments 1990 - Present
Education
Suffolk University - Sawyer School of Management 1989 — 1992
MBA
Westfield State College 1977 — 1981
Bachelor of Science (BS), Criminal Justice
MFS Investment Management April 2015 - Present
Fidelity Investments 1990 - Present
Education
Suffolk University - Sawyer School of Management 1989 — 1992
MBA
Westfield State College 1977 — 1981
Bachelor of Science (BS), Criminal Justice
Girish Jetty's MFS Investment Management Experience August 2008 - November 2010
Job Vice President at State Street
Industry Financial Services
Experience
State Street November 2010 - Present
MFS Investment Management August 2008 - November 2010
Verizon Data Services June 1993 - May 1995
Skills
SDLC, Requirements Analysis, Software Project..., Fixed Income, Visio, Oracle, SQL, Analysis, Software Development, Software Documentation, Requirements Gathering, Business Analysis, Microsoft Office, Microsoft SQL Server, Web Services, PL/SQL, Project Management, Project Delivery, Securities, Disaster Recovery, Agile Methodologies, Java Enterprise Edition, Systems Analysis, Microsoft Excel, SOA, SharePoint, DB2, Enterprise Architecture, Integration, Solution Architecture, Unix, XML, Java
Education
Sri Venkateswara University 1994 — 1998
Bachelor of Technology, Electronics & Communication Engineering
State Street November 2010 - Present
MFS Investment Management August 2008 - November 2010
Verizon Data Services June 1993 - May 1995
Skills
SDLC, Requirements Analysis, Software Project..., Fixed Income, Visio, Oracle, SQL, Analysis, Software Development, Software Documentation, Requirements Gathering, Business Analysis, Microsoft Office, Microsoft SQL Server, Web Services, PL/SQL, Project Management, Project Delivery, Securities, Disaster Recovery, Agile Methodologies, Java Enterprise Edition, Systems Analysis, Microsoft Excel, SOA, SharePoint, DB2, Enterprise Architecture, Integration, Solution Architecture, Unix, XML, Java
Education
Sri Venkateswara University 1994 — 1998
Bachelor of Technology, Electronics & Communication Engineering
Steve Quagrello's MFS Investment Management Experience August 1999 - November 2007
Job Senior Vice PresidentAmerican Funds
Industry Financial Services
Experience
American Funds November 2007 - Present
MFS Investment Management August 1999 - November 2007
Education
Springfield College
American Funds November 2007 - Present
MFS Investment Management August 1999 - November 2007
Education
Springfield College
Scott Pittman's MFS Investment Management Experience 2001 - 2003
Job Consultant at Oakbrook Solutions
Industry Financial Services
Experience
Oakbrook Solutions October 2014 - Present
SmartZip August 2012 - Present
NCC Group January 2012 - July 2012
Merrill Corporation December 2010 - January 2012
Cargoways Logistics September 2009 - December 2010
GE Healthcare Financial (Formerly HPSC) 2001 - 2008
MFS Investment Management 2001 - 2003
Skills
Salesforce.com, New Business Development, Sales, Negotiation, Solution Selling, Customer Service, Direct Sales, Team Building, B2B, SaaS, Sales Management
Education
Suffolk University 1998 — 1999
University of Massachusetts, Amherst 1996 — 1997
Oakbrook Solutions October 2014 - Present
SmartZip August 2012 - Present
NCC Group January 2012 - July 2012
Merrill Corporation December 2010 - January 2012
Cargoways Logistics September 2009 - December 2010
GE Healthcare Financial (Formerly HPSC) 2001 - 2008
MFS Investment Management 2001 - 2003
Skills
Salesforce.com, New Business Development, Sales, Negotiation, Solution Selling, Customer Service, Direct Sales, Team Building, B2B, SaaS, Sales Management
Education
Suffolk University 1998 — 1999
University of Massachusetts, Amherst 1996 — 1997
Rick Coscia's MFS Investment Management Experience January 1999 - September 2002
Job Assistant Vice President, Senior Institutional Marketing Manager at Eaton Vance
Industry Financial Services
Experience
Eaton Vance April 2012 - Present
Sun Life Financial October 2010 - March 2012
Pyramis Global Advisors (Fidelity Investments) September 2002 - October 2010
MFS Investment Management January 1999 - September 2002
MFS Investment Management January 1999 - January 2000
New England Funds January 1997 - January 1998
New England Funds January 1995 - January 1998
Skills
Mutual Funds, Fixed Income, Investments, Portfolio Management, Equities, Asset Management, Bloomberg, ETFs, Trading, Series 63, Alternative Investments, Investment Strategies, Product Development, Analytics, Product Management, Factset, PSN, Morningstar, Market Research, Institutional, Risk Management, Competitive Analysis, Performance Attribution, Institutional..., Institutional Marketing, Series 7
Education
Suffolk University - Sawyer School of Management 1996 — 1998
MBA, Finance and International Business
University of Massachusetts Boston 1990 — 1993
BS, Business Management
Eaton Vance April 2012 - Present
Sun Life Financial October 2010 - March 2012
Pyramis Global Advisors (Fidelity Investments) September 2002 - October 2010
MFS Investment Management January 1999 - September 2002
MFS Investment Management January 1999 - January 2000
New England Funds January 1997 - January 1998
New England Funds January 1995 - January 1998
Skills
Mutual Funds, Fixed Income, Investments, Portfolio Management, Equities, Asset Management, Bloomberg, ETFs, Trading, Series 63, Alternative Investments, Investment Strategies, Product Development, Analytics, Product Management, Factset, PSN, Morningstar, Market Research, Institutional, Risk Management, Competitive Analysis, Performance Attribution, Institutional..., Institutional Marketing, Series 7
Education
Suffolk University - Sawyer School of Management 1996 — 1998
MBA, Finance and International Business
University of Massachusetts Boston 1990 — 1993
BS, Business Management
James Buono's MFS Investment Management Experience August 2000 - August 2001
Job AVP Performance & Analytics Investment Management Services at State Street
Industry Financial Services
Experience
State Street April 2011 - Present
BlackRock Financial Management January 2005 - August 2010
State Street Research July 2002 - January 2005
Scudder Investments August 2001 - July 2002
MFS Investment Management August 2000 - August 2001
Skills
Portfolio Management, Hedge Funds, Fixed Income, Equities, Investments
Education
Suffolk University - Sawyer Business School 1996 — 2000
BSBA, Finance
State Street April 2011 - Present
BlackRock Financial Management January 2005 - August 2010
State Street Research July 2002 - January 2005
Scudder Investments August 2001 - July 2002
MFS Investment Management August 2000 - August 2001
Skills
Portfolio Management, Hedge Funds, Fixed Income, Equities, Investments
Education
Suffolk University - Sawyer Business School 1996 — 2000
BSBA, Finance
GREGORY COREY's MFS Investment Management Experience February 1999 - June 2001
Job Citizens Bank
Industry Banking
Experience
RBS Citizens N.A. February 2013 - Present
Wolf & Company, P.C. March 2012 - January 2013
RBS Citizens N.A. October 2008 - March 2012
Bank of America September 2007 - June 2008
Cambridge Savings Bank June 2004 - June 2005
RBS Citizens N.A. November 2001 - June 2004
MFS Investment Management February 1999 - June 2001
Education
Suffolk University Law School 2006 — 2010
J.D., LAW
Suffolk University - Sawyer Business School 2001 — 2003
M.B.A., FINANCE CONCENTRATION
University of Massachusetts, Amherst 1992 — 1996
B.A., COMMUNICATIONS
RBS Citizens N.A. February 2013 - Present
Wolf & Company, P.C. March 2012 - January 2013
RBS Citizens N.A. October 2008 - March 2012
Bank of America September 2007 - June 2008
Cambridge Savings Bank June 2004 - June 2005
RBS Citizens N.A. November 2001 - June 2004
MFS Investment Management February 1999 - June 2001
Education
Suffolk University Law School 2006 — 2010
J.D., LAW
Suffolk University - Sawyer Business School 2001 — 2003
M.B.A., FINANCE CONCENTRATION
University of Massachusetts, Amherst 1992 — 1996
B.A., COMMUNICATIONS
Robert Forand's MFS Investment Management Experience March 2002 - July 2005
Job Risk Manager Middle Office at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2013 - Present
BNY Mellon January 2008 - July 2013
BNY Mellon July 2005 - December 2007
MFS Investment Management March 2002 - July 2005
MFS Investment Management April 1994 - March 2002
Skills
Back Office, Fixed Income, Middle Office, Mutual Funds, Corporate Actions, Foreign Exchange, Data Management, Financial Services, Equities, Securities, Risk Management, Management, Bloomberg
Education
Southern New Hampshire University 2003 — 2005
MBA, Business
University of Maryland Baltimore County 1987 — 1990
BA, Economics
BNY Mellon July 2013 - Present
BNY Mellon January 2008 - July 2013
BNY Mellon July 2005 - December 2007
MFS Investment Management March 2002 - July 2005
MFS Investment Management April 1994 - March 2002
Skills
Back Office, Fixed Income, Middle Office, Mutual Funds, Corporate Actions, Foreign Exchange, Data Management, Financial Services, Equities, Securities, Risk Management, Management, Bloomberg
Education
Southern New Hampshire University 2003 — 2005
MBA, Business
University of Maryland Baltimore County 1987 — 1990
BA, Economics
Henry Mei's MFS Investment Management Experience August 2015 - Present
Job Tax Analyst at MFS Investment Management
Industry Accounting
Experience
MFS Investment Management August 2015 - Present
State Street December 2014 - August 2015
State Street April 2013 - August 2015
Kwong Kow Chinese School July 2002 - August 2013
Sonatrans Ltd. May 2012 - April 2013
Transit Realty Associates October 2011 - May 2012
MassVOTE June 2010 - August 2010
Skills
Microsoft Office, Private Equity, Financial Analysis, Microsoft Excel, QuickBooks, Tax, Auditing, Accounts Payable, Accounts Receivable, Interchange, MRI Software, DocStar, Lotus Notes
Education
Suffolk University 2008 — 2012
Bachelor of Science (B.S.), Accounting
Suffolk University
MFS Investment Management August 2015 - Present
State Street December 2014 - August 2015
State Street April 2013 - August 2015
Kwong Kow Chinese School July 2002 - August 2013
Sonatrans Ltd. May 2012 - April 2013
Transit Realty Associates October 2011 - May 2012
MassVOTE June 2010 - August 2010
Skills
Microsoft Office, Private Equity, Financial Analysis, Microsoft Excel, QuickBooks, Tax, Auditing, Accounts Payable, Accounts Receivable, Interchange, MRI Software, DocStar, Lotus Notes
Education
Suffolk University 2008 — 2012
Bachelor of Science (B.S.), Accounting
Suffolk University
Mary Brosmith's MFS Investment Management Experience August 1987 - May 1998
Job Merchandising Representative at Lawrence Merchandising Services
Industry
Experience
Lawrence Merchandising Services February 2008 - Present
The Guardian Life Insurance Company of America January 1999 - January 2001
MFS Investment Management August 1987 - May 1998
Education
St. Lawrence University 1983 — 1987
B.A., Government
Lawrence Merchandising Services February 2008 - Present
The Guardian Life Insurance Company of America January 1999 - January 2001
MFS Investment Management August 1987 - May 1998
Education
St. Lawrence University 1983 — 1987
B.A., Government
Lisa Karalekas's MFS Investment Management Experience October 2010 - Present
Job Executive Assistant at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management October 2010 - Present
Skills
Lotus Notes, Access, PeopleSoft, Mutual Funds, Microsoft Word, Administrative..., Customer Service, Financial Services, Visio, Bloomberg, Investments, Asset Management, Equities, Spreadsheets, Securities
Education
Suffolk University
Communication, General
MFS Investment Management October 2010 - Present
Skills
Lotus Notes, Access, PeopleSoft, Mutual Funds, Microsoft Word, Administrative..., Customer Service, Financial Services, Visio, Bloomberg, Investments, Asset Management, Equities, Spreadsheets, Securities
Education
Suffolk University
Communication, General
Joseph Marchant's MFS Investment Management Experience August 2005 - Present
Job Senior Tax Analyst at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management August 2005 - Present
State Street Research April 2004 - April 2005
State Street August 2001 - April 2004
Education
Suffolk University 1984 — 1988
BSBA, Accounting
MFS Investment Management August 2005 - Present
State Street Research April 2004 - April 2005
State Street August 2001 - April 2004
Education
Suffolk University 1984 — 1988
BSBA, Accounting
Cynthia Lingley's MFS Investment Management Experience January 2000 - November 2011
Job Operational Risk at Santander Bank
Industry Financial Services
Experience
Citizens Bank May 2013 - November 2014
MFS Investment Management January 2000 - November 2011
MFS Investment Management 1997 - 1999
Skills
Risk Management, Change Management, Financial Services, Relationship Management, Mutual Funds, Banking, Vendor Management, Business Analysis, Business Process..., Strategic Planning, Team Leadership, Collaborative Problem..., Leadership Development, Management, Process Improvement, Project Management, Operations Management, CRM, Operational Risk..., Strong Analytical Skills, Risk Assessments, International Trade...
Education
Suffolk University - Sawyer School of Management 1980 — 1984
MBA, Finance
Trinity University-Washington 1974 — 1978
BA, Sociology: Community Mental Health
Citizens Bank May 2013 - November 2014
MFS Investment Management January 2000 - November 2011
MFS Investment Management 1997 - 1999
Skills
Risk Management, Change Management, Financial Services, Relationship Management, Mutual Funds, Banking, Vendor Management, Business Analysis, Business Process..., Strategic Planning, Team Leadership, Collaborative Problem..., Leadership Development, Management, Process Improvement, Project Management, Operations Management, CRM, Operational Risk..., Strong Analytical Skills, Risk Assessments, International Trade...
Education
Suffolk University - Sawyer School of Management 1980 — 1984
MBA, Finance
Trinity University-Washington 1974 — 1978
BA, Sociology: Community Mental Health
Bonnie Probst's MFS Investment Management Experience September 2003 - February 2007
Job Customer Service Manager at Unilever
Industry Consumer Goods
Experience
Unilever February 2012 - Present
Unilever August 2009 - January 2012
Unilever March 2008 - July 2009
Unilever February 2007 - February 2008
MFS Investment Management September 2003 - February 2007
MFS Investment Management June 2000 - August 2003
Invesco Aim April 1999 - April 2000
Skills
SAP, Customer Service, Team Leadership, Process Improvement, Change Management, Project Management, Team Management, Customer Insight, SAP BW, Microsoft Excel, Supply Chain, Management, Account Management
Education
SUNY Cortland 1992 — 1996
BA, Sociology
Unilever February 2012 - Present
Unilever August 2009 - January 2012
Unilever March 2008 - July 2009
Unilever February 2007 - February 2008
MFS Investment Management September 2003 - February 2007
MFS Investment Management June 2000 - August 2003
Invesco Aim April 1999 - April 2000
Skills
SAP, Customer Service, Team Leadership, Process Improvement, Change Management, Project Management, Team Management, Customer Insight, SAP BW, Microsoft Excel, Supply Chain, Management, Account Management
Education
SUNY Cortland 1992 — 1996
BA, Sociology
Robert Mostertz's MFS Investment Management Experience January 2014 - Present
Job Client Service Representative at MFS Investment Management
Industry Nonprofit Organization Management
Experience
MFS Investment Management January 2014 - Present
Interlock Media July 2012 - October 2013
City Sports May 2008 - October 2010
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Adobe Creative Suite, Photoshop, After Effects, Premiere, Sales
Education
Stonehill College 2008 — 2012
Bachelor of Arts (B.A.), Communication and Media Studies
MFS Investment Management January 2014 - Present
Interlock Media July 2012 - October 2013
City Sports May 2008 - October 2010
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Adobe Creative Suite, Photoshop, After Effects, Premiere, Sales
Education
Stonehill College 2008 — 2012
Bachelor of Arts (B.A.), Communication and Media Studies
Paula Beckerle's MFS Investment Management Experience 1985 - 1996
Job Development Associate at Woods Hole Research Center
Industry Nonprofit Organization Management
Experience
Woods Hole Research Center August 2014 - Present
Tanzanian Children's Fund November 2012 - April 2014
Circle of Hope 2008 - March 2013
The Rashi School 2000 - 2002
MFS Investment Management 1985 - 1996
MFS Investment Management April 1985 - June 1990
Skills
Fundraising, Nonprofits, Volunteer Management, Museums, Event Management, Community Outreach, Research, Non-profit Program..., Non-profit Volunteering, Software Quality...
Education
University of Massachusetts, Amherst 1977 — 1981
Bachelor of Arts (B.A.), Art History
Syracuse University 1979 — 1979
Syracuse University in Florence, Italy, Art History
Woods Hole Research Center August 2014 - Present
Tanzanian Children's Fund November 2012 - April 2014
Circle of Hope 2008 - March 2013
The Rashi School 2000 - 2002
MFS Investment Management 1985 - 1996
MFS Investment Management April 1985 - June 1990
Skills
Fundraising, Nonprofits, Volunteer Management, Museums, Event Management, Community Outreach, Research, Non-profit Program..., Non-profit Volunteering, Software Quality...
Education
University of Massachusetts, Amherst 1977 — 1981
Bachelor of Arts (B.A.), Art History
Syracuse University 1979 — 1979
Syracuse University in Florence, Italy, Art History
Kerri Cavanaugh's MFS Investment Management Experience June 1996 - December 2005
Job Registered Nurse at Nizhoni Health Systems
Industry Hospital & Health Care
Experience
Nizhoni Health Systems Registered NurseMassachusetts General HospitalJune 2013 - September 2014
Boston Children's Hospital March 2007 - June 2014
MFS Investment Management June 1996 - December 2005
Education
Suffolk University 1992 — 1996
Bachelor's Degree, Finance, General
Nizhoni Health Systems Registered NurseMassachusetts General HospitalJune 2013 - September 2014
Boston Children's Hospital March 2007 - June 2014
MFS Investment Management June 1996 - December 2005
Education
Suffolk University 1992 — 1996
Bachelor's Degree, Finance, General
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group