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
Austin Avery Austin Avery's MFS Investment Management Experience March 2013 - Present
Job Quantitative Research Associate at MFS Investment Management
Industry Research
Experience
MFS Investment Management March 2013 - Present
MFS Investment Management January 2011 - February 2013
State Street September 2009 - December 2010
State Street June 2008 - September 2009
Skills
Microsoft Office, Adobe Creative Suite, Bloomberg
Education
The University of Connecticut 2004 — 2008
Bachelor of Arts (B.A.), Economics
BISHOP FEEHAN HIGH SCHOOL
MFS Investment Management March 2013 - Present
MFS Investment Management January 2011 - February 2013
State Street September 2009 - December 2010
State Street June 2008 - September 2009
Skills
Microsoft Office, Adobe Creative Suite, Bloomberg
Education
The University of Connecticut 2004 — 2008
Bachelor of Arts (B.A.), Economics
BISHOP FEEHAN HIGH SCHOOL
Kelsey McGregor Kelsey McGregor's MFS Investment Management Experience July 2013 - December 2013
Job Global External Relations Coop at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group January 2015 - Present
Eaton Vance January 2014 - June 2014
MFS Investment Management July 2013 - December 2013
Ralph Lauren September 2012 - February 2013
Skills
Marketing, Sales, Social Networking, Photoshop, Microsoft Office, Management, Outlook, Social Media, Research, Entrepreneurship, Time Management, Social Media Marketing, Strategic Planning, Budgets, Dreamweaver, HTML, Adobe Creative Suite, International Relations, Market Research, Economics, Salesforce.com
Education
Northeastern University 2012 — 2015
Bachelor of Science, Economics, Minor in International Affairs
The London School of Economics and Political Science (LSE)
Summer School Programme
The Boston Consulting Group January 2015 - Present
Eaton Vance January 2014 - June 2014
MFS Investment Management July 2013 - December 2013
Ralph Lauren September 2012 - February 2013
Skills
Marketing, Sales, Social Networking, Photoshop, Microsoft Office, Management, Outlook, Social Media, Research, Entrepreneurship, Time Management, Social Media Marketing, Strategic Planning, Budgets, Dreamweaver, HTML, Adobe Creative Suite, International Relations, Market Research, Economics, Salesforce.com
Education
Northeastern University 2012 — 2015
Bachelor of Science, Economics, Minor in International Affairs
The London School of Economics and Political Science (LSE)
Summer School Programme
Sam Perry's MFS Investment Management Experience May 2014 - Present
Job Director at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management May 2014 - Present
Children's Museum of Phoenix May 2006 - May 2014
BNY Mellon March 2012 - March 2013
American Funds April 1999 - March 2012
Skills
Public Speaking, Asset Allocation, Financial Risk..., Investment Education, Asset Management, Mutual Funds, Fundraising, Training, Series 7, Series 63, 401k, Retirement Planning, IRAs, Alternative Investments, Finance, Financial Services, Financial Advisory, Investment Advisory, Investment Management, Investment Strategies, Investments, Management, Marketing, Portfolio Management, Retirement, Securities, Wealth Management
Education
University of Arkansas 1987 — 1991
Bachelor of Science, Business Administration and Management, General
MFS Investment Management May 2014 - Present
Children's Museum of Phoenix May 2006 - May 2014
BNY Mellon March 2012 - March 2013
American Funds April 1999 - March 2012
Skills
Public Speaking, Asset Allocation, Financial Risk..., Investment Education, Asset Management, Mutual Funds, Fundraising, Training, Series 7, Series 63, 401k, Retirement Planning, IRAs, Alternative Investments, Finance, Financial Services, Financial Advisory, Investment Advisory, Investment Management, Investment Strategies, Investments, Management, Marketing, Portfolio Management, Retirement, Securities, Wealth Management
Education
University of Arkansas 1987 — 1991
Bachelor of Science, Business Administration and Management, General
Pete Hoffman Pete Hoffman's MFS Investment Management Experience November 2005 - February 2007
Job Real Estate Professional
Industry Real Estate
Experience
Sealy & Company January 2014 - Present
1 Park Properties, LLC May 2008 - Present
Sealy & Company March 2013 - December 2013
Glen Street Associates February 2007 - April 2013
MFS Investment Management November 2005 - February 2007
Wells Fargo November 2004 - October 2005
JPMorgan Chase & Co April 2003 - October 2004
Education
Texas Christian University 1997 — 2002
BBA
Sealy & Company January 2014 - Present
1 Park Properties, LLC May 2008 - Present
Sealy & Company March 2013 - December 2013
Glen Street Associates February 2007 - April 2013
MFS Investment Management November 2005 - February 2007
Wells Fargo November 2004 - October 2005
JPMorgan Chase & Co April 2003 - October 2004
Education
Texas Christian University 1997 — 2002
BBA
Tony DiLoreto Tony DiLoreto's MFS Investment Management Experience March 1999 - Present
Job Investment Specialist at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management March 1999 - Present
Skills
Mutual Funds, Investments, Series 63, Asset Allocation, Equities, Fixed Income, Retirement Planning, Wealth Management, Securities, Asset Management, Portfolio Management
Education
University of Hartford
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
University of Hartford
Master of Business Administration (MBA), Insurance/Finance
MFS Investment Management March 1999 - Present
Skills
Mutual Funds, Investments, Series 63, Asset Allocation, Equities, Fixed Income, Retirement Planning, Wealth Management, Securities, Asset Management, Portfolio Management
Education
University of Hartford
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
University of Hartford
Master of Business Administration (MBA), Insurance/Finance
Jeffrey Heavey Jeffrey Heavey's MFS Investment Management Experience September 1995 - July 2004
Job Owner, Convivial Catering
Industry Food & Beverages
Experience
Convivial Catering January 2007 - Present
Josh Tickell Productions 2008 - 2008
Pamplemousse Grille March 2005 - February 2006
Terra Restaurant & Catering 2006 - 2006
MFS Investment Management September 1995 - July 2004
Skills
Chef, Event Planning, Corporate Events, Email Marketing, Product Marketing, Special Events, Weddings, Menu Development, Menu Design, Menu Creation, Pricing, Pricing Analysis, Cooking, Event Management, Catering, Marketing, Series 7, Restaurants, Hospitality, Food & Beverage, Parties, Food, Sales, Fine Dining, Cuisine, Entrepreneurship, Culinary Skills
Education
Cambridge School of Culinary Arts 2003 — 2004
Professional Chef's Diploma, Culinary
Trinity College-Hartford 1989 — 1993
Bachelor of Arts, Economics
Convivial Catering January 2007 - Present
Josh Tickell Productions 2008 - 2008
Pamplemousse Grille March 2005 - February 2006
Terra Restaurant & Catering 2006 - 2006
MFS Investment Management September 1995 - July 2004
Skills
Chef, Event Planning, Corporate Events, Email Marketing, Product Marketing, Special Events, Weddings, Menu Development, Menu Design, Menu Creation, Pricing, Pricing Analysis, Cooking, Event Management, Catering, Marketing, Series 7, Restaurants, Hospitality, Food & Beverage, Parties, Food, Sales, Fine Dining, Cuisine, Entrepreneurship, Culinary Skills
Education
Cambridge School of Culinary Arts 2003 — 2004
Professional Chef's Diploma, Culinary
Trinity College-Hartford 1989 — 1993
Bachelor of Arts, Economics
Alex Burwasser Alex Burwasser's MFS Investment Management Experience October 2010 - August 2012
Job Client Manager, Broadcast Analytics at STATS LLC
Industry Sports
Experience
STATS LLC October 2014 - Present
Bloomberg Sports September 2012 - Present
MFS Investment Management October 2010 - August 2012
WRTC-FM September 2007 - May 2010
SportsNet New York May 2009 - August 2009
WPLJ-FM May 2008 - August 2008
Ultra Records May 2008 - August 2008
The Metropolitan Museum of Art May 2007 - August 2007
Education
Trinity College-Hartford 2006 — 2010
B.S., Mathematics & Economics
Friends Seminary 2002 — 2006
STATS LLC October 2014 - Present
Bloomberg Sports September 2012 - Present
MFS Investment Management October 2010 - August 2012
WRTC-FM September 2007 - May 2010
SportsNet New York May 2009 - August 2009
WPLJ-FM May 2008 - August 2008
Ultra Records May 2008 - August 2008
The Metropolitan Museum of Art May 2007 - August 2007
Education
Trinity College-Hartford 2006 — 2010
B.S., Mathematics & Economics
Friends Seminary 2002 — 2006
Keyla Solange Inoa Santiago Keyla Solange Inoa Santiago's MFS Investment Management Experience May 2015 - Present
Job Human Resources Intern at MFS Investment Management
Industry Public Policy
Experience
MFS Investment Management May 2015 - Present
Trinity College - Hartford August 2014 - Present
Portolano Cavallo January 2015 - May 2015
Trinity College - Hartford May 2014 - August 2014
Mark S. Friedlander, Esq. May 2013 - August 2013
Skills
Social Media, Student Affairs, Research, Event Planning, Public Speaking, Community Outreach
Education
Trinity College-Hartford 2012 — 2016
Bachelor's degree, Public Policy and Law, Italian Studies
Trinity in Rome 2015 — 2015
Bachelor of Arts (B.A.), Public Policy and Law, Italian Studies
Marble hill
MFS Investment Management May 2015 - Present
Trinity College - Hartford August 2014 - Present
Portolano Cavallo January 2015 - May 2015
Trinity College - Hartford May 2014 - August 2014
Mark S. Friedlander, Esq. May 2013 - August 2013
Skills
Social Media, Student Affairs, Research, Event Planning, Public Speaking, Community Outreach
Education
Trinity College-Hartford 2012 — 2016
Bachelor's degree, Public Policy and Law, Italian Studies
Trinity in Rome 2015 — 2015
Bachelor of Arts (B.A.), Public Policy and Law, Italian Studies
Marble hill
Samuel Richey Samuel Richey's MFS Investment Management Experience May 2005 - August 2005
Job Financial Analyst at PPG Industries
Industry Chemicals
Experience
PPG Industries June 2015 - Present
The Ohio State University March 2015 - Present
The Ohio State University August 2014 - Present
The Wendy's Company May 2014 - August 2014
The Ohio State University August 2013 - May 2014
US Bank May 2007 - July 2013
Woodbury Financial Services 2006 - 2007
MFS Investment Management May 2005 - August 2005
Skills
Finance, Investments, Data Analysis, Mergers & Acquisitions, Market Research, Mutual Funds, Financial Analysis, Financial Modeling, Process Improvement, Business Analysis, Banking, Team Leadership, Project Management, Databases, Financial Markets, Strategic Financial..., Wealth Management, DCF Valuation, Options, Revenue Forecasting, Enterprise Risk..., Microsoft CRM, Hyperion HFM
Education
The Ohio State University - The Max M. Fisher College of Business 2013 — 2015
Master of Business Administration (MBA), Finance and International Business, 3.7
University of Notre Dame 2002 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
PPG Industries June 2015 - Present
The Ohio State University March 2015 - Present
The Ohio State University August 2014 - Present
The Wendy's Company May 2014 - August 2014
The Ohio State University August 2013 - May 2014
US Bank May 2007 - July 2013
Woodbury Financial Services 2006 - 2007
MFS Investment Management May 2005 - August 2005
Skills
Finance, Investments, Data Analysis, Mergers & Acquisitions, Market Research, Mutual Funds, Financial Analysis, Financial Modeling, Process Improvement, Business Analysis, Banking, Team Leadership, Project Management, Databases, Financial Markets, Strategic Financial..., Wealth Management, DCF Valuation, Options, Revenue Forecasting, Enterprise Risk..., Microsoft CRM, Hyperion HFM
Education
The Ohio State University - The Max M. Fisher College of Business 2013 — 2015
Master of Business Administration (MBA), Finance and International Business, 3.7
University of Notre Dame 2002 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Rich Lessirard Rich Lessirard's MFS Investment Management Experience 1990 - 2008
Job Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments 2012 - Present
American Beacon Advisors 2010 - 2012
Transamerica 2008 - 2010
MFS Investment Management 1990 - 2008
Skills
Series 7, Series 63, Series 66
Education
University of Florida 1974 — 1978
B.A.., Liberal Arts
Martin Luther High School
Martin Luther High School
Fidelity Investments 2012 - Present
American Beacon Advisors 2010 - 2012
Transamerica 2008 - 2010
MFS Investment Management 1990 - 2008
Skills
Series 7, Series 63, Series 66
Education
University of Florida 1974 — 1978
B.A.., Liberal Arts
Martin Luther High School
Martin Luther High School
Gregory Zak Gregory Zak's MFS Investment Management Experience January 2004 - January 2006
Job Senior Strategic Pricing Analyst at Medtronic
Industry Medical Devices
Experience
Medtronic August 2012 - Present
M+W Group February 2011 - July 2012
General Electric December 2009 - January 2011
Cascades Tissue Group July 2006 - August 2009
Liberty Mutual Insurance Company January 2006 - June 2006
MFS Investment Management January 2004 - January 2006
Skills
Access, Account Reconciliation, Accounting, Analysis, Budgets, Cross-functional Team..., Finance, Financial Analysis, Forecasting, Variance Analysis, Project Management, Sarbanes-Oxley Act, Accounts Payable
Education
University of Maine
B.B.A, Finance
Medtronic August 2012 - Present
M+W Group February 2011 - July 2012
General Electric December 2009 - January 2011
Cascades Tissue Group July 2006 - August 2009
Liberty Mutual Insurance Company January 2006 - June 2006
MFS Investment Management January 2004 - January 2006
Skills
Access, Account Reconciliation, Accounting, Analysis, Budgets, Cross-functional Team..., Finance, Financial Analysis, Forecasting, Variance Analysis, Project Management, Sarbanes-Oxley Act, Accounts Payable
Education
University of Maine
B.B.A, Finance
Robert Crockett's MFS Investment Management Experience June 2014 - August 2014
Job CFA Level 1 Candidate
Industry Investment Management
Experience
MFS Investment Management June 2014 - August 2014
Jones Lang LaSalle January 2014 - May 2014
UBS Securities LLC August 2013 - August 2013
Lacrosse Unlimited May 2012 - March 2013
Boston Properties April 2011 - May 2011
Skills
Leadership, Teamwork, Public Speaking, Microsoft Office, Sales, Customer Service, Research, Bloomberg, Bloomberg Terminal, Social Networking, Social Media, PowerPoint, Microsoft Excel, Facebook, Microsoft Word, Corporate Actions, Finance
Education
The Tuck School of Business at Dartmouth 2015 — 2015
Tuck Business Bridge Program, Business Management and Administration
Trinity College-Hartford 2011 — 2015
Bachelor of Arts (B.A.), Political Science
The London School of Economics and Political Science (LSE) 2013 — 2013
Weston High School 2007 — 2011
High School Diploma
MFS Investment Management June 2014 - August 2014
Jones Lang LaSalle January 2014 - May 2014
UBS Securities LLC August 2013 - August 2013
Lacrosse Unlimited May 2012 - March 2013
Boston Properties April 2011 - May 2011
Skills
Leadership, Teamwork, Public Speaking, Microsoft Office, Sales, Customer Service, Research, Bloomberg, Bloomberg Terminal, Social Networking, Social Media, PowerPoint, Microsoft Excel, Facebook, Microsoft Word, Corporate Actions, Finance
Education
The Tuck School of Business at Dartmouth 2015 — 2015
Tuck Business Bridge Program, Business Management and Administration
Trinity College-Hartford 2011 — 2015
Bachelor of Arts (B.A.), Political Science
The London School of Economics and Political Science (LSE) 2013 — 2013
Weston High School 2007 — 2011
High School Diploma
Thomas Trahan's MFS Investment Management Experience May 2015 - August 2015
Job Reporting Intern at MFS Investment Management
Industry
Experience
OrgFunder LLC February 2014 - Present
MFS Investment Management May 2015 - August 2015
Strategic Marketing Innovations, Inc. (SMI) January 2014 - December 2014
U.S. House of Representatives - Congresswoman Niki Tsongas September 2013 - December 2013
Bella Vitas Frozen Yogurt May 2012 - August 2013
DCT Construction June 2008 - August 2011
Skills
Political Campaigns, Community Outreach, Leadership, Fundraising
Education
The George Washington University 2012 — 2016
Chelmsford High School 2008 — 2012
OrgFunder LLC February 2014 - Present
MFS Investment Management May 2015 - August 2015
Strategic Marketing Innovations, Inc. (SMI) January 2014 - December 2014
U.S. House of Representatives - Congresswoman Niki Tsongas September 2013 - December 2013
Bella Vitas Frozen Yogurt May 2012 - August 2013
DCT Construction June 2008 - August 2011
Skills
Political Campaigns, Community Outreach, Leadership, Fundraising
Education
The George Washington University 2012 — 2016
Chelmsford High School 2008 — 2012
Curtis Olson's MFS Investment Management Experience September 1999 - March 2003
Job Head of Institutional Sales at MoneyGuidePro (PIEtech, Inc.)
Industry Financial Services
Experience
MoneyGuidePro (PIEtech, Inc.) August 2015 - Present
C Sharp Group, LLC November 2013 - July 2015
Symetra March 2012 - October 2013
Sun Life Financial Distributors, Inc. September 1999 - April 2012
Sun Life Financial September 1999 - February 2009
MFS Investment Management September 1999 - March 2003
NAVA, the Assocation for Insured Retirement Solutions January 2000 - December 2002
RBC Dain Rauscher June 1994 - September 1999
Scudder Investments 1988 - 1994
The Chicago Corporation 1987 - 1988
Skills
Strategy, Series 6, Series 63, Fixed Annuities, Securities, Series 7, Strategic Partnerships, Asset Management, Relationship Management, Financial Services, Account Management, Mutual Funds, Investment Management, Insurance, Investment Advisory, Series 24, Fixed Income, Retirement Planning, Financial Planners, Leadership, Risk Management, Strategic Financial..., Employee Benefits, Uniform Combined State..., Life Insurance, Financial Advisory, Investments, Term Life Insurance, Separately Managed..., Portfolio Management, Long-term Care, Wealth, Variable Annuities, Banking, Team Management, Estate Planning, Series 65, FINRA, Management, Sales Management, IRAs, Retirement, Product Development, Negotiation, Long Term Care Insurance, Wealth Management, Asset Allocation, Pensions, Alternative Investments, Executive Management
Education
University of Illinois at Urbana-Champaign 1982 — 1986
BA, Communications
aurora east high school 1979 — 1982
MoneyGuidePro (PIEtech, Inc.) August 2015 - Present
C Sharp Group, LLC November 2013 - July 2015
Symetra March 2012 - October 2013
Sun Life Financial Distributors, Inc. September 1999 - April 2012
Sun Life Financial September 1999 - February 2009
MFS Investment Management September 1999 - March 2003
NAVA, the Assocation for Insured Retirement Solutions January 2000 - December 2002
RBC Dain Rauscher June 1994 - September 1999
Scudder Investments 1988 - 1994
The Chicago Corporation 1987 - 1988
Skills
Strategy, Series 6, Series 63, Fixed Annuities, Securities, Series 7, Strategic Partnerships, Asset Management, Relationship Management, Financial Services, Account Management, Mutual Funds, Investment Management, Insurance, Investment Advisory, Series 24, Fixed Income, Retirement Planning, Financial Planners, Leadership, Risk Management, Strategic Financial..., Employee Benefits, Uniform Combined State..., Life Insurance, Financial Advisory, Investments, Term Life Insurance, Separately Managed..., Portfolio Management, Long-term Care, Wealth, Variable Annuities, Banking, Team Management, Estate Planning, Series 65, FINRA, Management, Sales Management, IRAs, Retirement, Product Development, Negotiation, Long Term Care Insurance, Wealth Management, Asset Allocation, Pensions, Alternative Investments, Executive Management
Education
University of Illinois at Urbana-Champaign 1982 — 1986
BA, Communications
aurora east high school 1979 — 1982
Girish kalidindi Girish kalidindi's MFS Investment Management Experience 2012 - 2013
Job Senior Documentum Consultant at Docmation
Industry Information Technology and Services
Experience
Halo Pharmaceutical, Inc. 2014 - Present
Novartis Consumer Health 2014 - 2014
Wells Fargo 2013 - 2014
MFS Investment Management 2012 - 2013
Daiichi Sankyo, Inc. August 2011 - June 2012
Skills
Documentum, SQL, Java, Oracle, XML, Unix, JavaScript, SDLC, JSP, Java Enterprise Edition, Software Development
Education
The University of Texas at Dallas
Master's Degree, Electrical and Electronics Engineering
Halo Pharmaceutical, Inc. 2014 - Present
Novartis Consumer Health 2014 - 2014
Wells Fargo 2013 - 2014
MFS Investment Management 2012 - 2013
Daiichi Sankyo, Inc. August 2011 - June 2012
Skills
Documentum, SQL, Java, Oracle, XML, Unix, JavaScript, SDLC, JSP, Java Enterprise Edition, Software Development
Education
The University of Texas at Dallas
Master's Degree, Electrical and Electronics Engineering
Sarah Damsgaard Sarah Damsgaard's MFS Investment Management Experience September 2003 - February 2005
Job Relationship Manager at Credit Suisse
Industry Investment Management
Experience
Credit Suisse August 2014 - Present
Reinhart Partners, Inc. October 2009 - July 2014
Lincoln Financial Group June 2006 - October 2009
PLANCO February 2005 - May 2006
MFS Investment Management September 2003 - February 2005
Skills
Investments, Asset Managment, Mutual Funds, Asset Management, FINRA, Marketing, Series 6, Fixed Annuities, Separately Managed...
Education
Tufts University 1999 — 2003
BA, Political Science
Credit Suisse August 2014 - Present
Reinhart Partners, Inc. October 2009 - July 2014
Lincoln Financial Group June 2006 - October 2009
PLANCO February 2005 - May 2006
MFS Investment Management September 2003 - February 2005
Skills
Investments, Asset Managment, Mutual Funds, Asset Management, FINRA, Marketing, Series 6, Fixed Annuities, Separately Managed...
Education
Tufts University 1999 — 2003
BA, Political Science
Amy Levitt Amy Levitt's MFS Investment Management Experience June 2002 - October 2006
Job Senior Project Manager, PMP at Access Data (a Broadridge Company)
Industry Information Technology and Services
Experience
Access Data (a Broadridge Company) September 2013 - Present
Confluence Technologies November 2008 - September 2013
J.P. Morgan June 2008 - November 2008
Massachusetts Financial Services October 2006 - June 2008
MFS Investment Management June 2002 - October 2006
Investors Bank & Trust April 2001 - May 2002
National Investors Services Corp. October 2000 - March 2001
Skills
Mutual Funds, Business Analysis, Software Project..., Business Intelligence, Consulting, Business Process..., Process Improvement, Requirements Analysis, Requirements Gathering, Software Documentation, Management, Project Management
Education
University of Hartford 1996 — 2000
BS, Health Science and Business Management
Access Data (a Broadridge Company) September 2013 - Present
Confluence Technologies November 2008 - September 2013
J.P. Morgan June 2008 - November 2008
Massachusetts Financial Services October 2006 - June 2008
MFS Investment Management June 2002 - October 2006
Investors Bank & Trust April 2001 - May 2002
National Investors Services Corp. October 2000 - March 2001
Skills
Mutual Funds, Business Analysis, Software Project..., Business Intelligence, Consulting, Business Process..., Process Improvement, Requirements Analysis, Requirements Gathering, Software Documentation, Management, Project Management
Education
University of Hartford 1996 — 2000
BS, Health Science and Business Management
Jean-Sebastien Garant ASA, CFA Jean-Sebastien Garant ASA, CFA's MFS Investment Management Experience June 2013 - Present
Job Director, Sales and Relationship Management at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management June 2013 - Present
Sigma Alpha Capital inc. December 2008 - May 2013
Skills
New Business Development, Marketing & Client..., Portfolio Management, Institutional..., Institutional Relations
Education
Université de Sherbrooke 1991 — 1993
M.Sc., Finance
Université Laval 1988 — 1991
Bachelor, Actuarial Science
MFS Investment Management June 2013 - Present
Sigma Alpha Capital inc. December 2008 - May 2013
Skills
New Business Development, Marketing & Client..., Portfolio Management, Institutional..., Institutional Relations
Education
Université de Sherbrooke 1991 — 1993
M.Sc., Finance
Université Laval 1988 — 1991
Bachelor, Actuarial Science
Ross Haeberle Ross Haeberle's MFS Investment Management Experience May 2012 - Present
Job Associate Director at MFS Fund Distributors, Inc.
Industry Financial Services
Experience
MFS Investment Management May 2012 - Present
MFS Investment Management April 2008 - April 2012
MFS Investment Management June 2007 - March 2008
Skills
Mutual Funds, Client Aquisition, Investment Strategies, Asset Allocation, Market Analysis
Education
Trinity College-Hartford 2003 — 2007
Bachelor of Science, Economics
MFS Investment Management May 2012 - Present
MFS Investment Management April 2008 - April 2012
MFS Investment Management June 2007 - March 2008
Skills
Mutual Funds, Client Aquisition, Investment Strategies, Asset Allocation, Market Analysis
Education
Trinity College-Hartford 2003 — 2007
Bachelor of Science, Economics
Adam Uhlarik Adam Uhlarik's MFS Investment Management Experience November 2005 - March 2008
Job Internal Sales Desk Manager at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group January 2013 - Present
The Hartford August 2011 - December 2012
The Hartford March 2008 - July 2011
MFS Investment Management November 2005 - March 2008
Skills
Series 26, Series 6, Series 63, Licensed Life Insurance..., Retirement Plan..., Retirement Planning, Defined Contribution, Defined Benefit, Mutual Funds, Cash Balance
Education
University of Illinois at Urbana-Champaign 1995 — 2000
Bachelor of Arts (B.A.), Economics
MassMutual Financial Group January 2013 - Present
The Hartford August 2011 - December 2012
The Hartford March 2008 - July 2011
MFS Investment Management November 2005 - March 2008
Skills
Series 26, Series 6, Series 63, Licensed Life Insurance..., Retirement Plan..., Retirement Planning, Defined Contribution, Defined Benefit, Mutual Funds, Cash Balance
Education
University of Illinois at Urbana-Champaign 1995 — 2000
Bachelor of Arts (B.A.), Economics
Chris Ratterree, CFP® Chris Ratterree, CFP®'s MFS Investment Management Experience May 2014 - Present
Job Director MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management May 2014 - Present
Lincoln Financial Distributors 2012 - April 2014
Sun Life Financial 2009 - 2012
The Hartford 2000 - 2009
Van Kampen/ Invesco Investments 1999 - 2000
Education
Trinity University 1994 — 1999
Bachelor of Science, Business Administration
MFS Investment Management May 2014 - Present
Lincoln Financial Distributors 2012 - April 2014
Sun Life Financial 2009 - 2012
The Hartford 2000 - 2009
Van Kampen/ Invesco Investments 1999 - 2000
Education
Trinity University 1994 — 1999
Bachelor of Science, Business Administration
Bill Taylor, CIMA, CPWA Bill Taylor, CIMA, CPWA's MFS Investment Management Experience 1999 - 2006
Job Senior Financial Services Sales Executive
Industry Financial Services
Experience
Pioneer Investments 2008 - 2011
Evergreen Investments 2006 - 2008
MFS Investment Management 1999 - 2006
Alliance Capital Management (Regent) 1991 - 1999
Van Kampen, Morris, Stone 1983 - 1991
Skills
FINRA, Mutual Funds, Series 7, Asset Allocation, Client Service, Asset Management, Series 63, Wealth Management, Equities, Investments, Wholesaling, Retirement Planning, Separately Managed..., CIMA, Managed Accounts, Financial Advisory, Executive Management, Sales Management, Series 24, Asset Managment, Investment Advisory, Investment Management, Portfolio Management, Financial Services, Alternative Investments, Strategic Financial..., Hedge Funds, Securities, Investment Strategies, Fixed Income, Retirement, Wealth Management..., Bonds, 401k, Fixed Annuities, Series 65, Financial Markets, Capital Markets, Client Services, Wholesale, Managing Accounts
Education
The University of Texas at El Paso
BS, Science
Pioneer Investments 2008 - 2011
Evergreen Investments 2006 - 2008
MFS Investment Management 1999 - 2006
Alliance Capital Management (Regent) 1991 - 1999
Van Kampen, Morris, Stone 1983 - 1991
Skills
FINRA, Mutual Funds, Series 7, Asset Allocation, Client Service, Asset Management, Series 63, Wealth Management, Equities, Investments, Wholesaling, Retirement Planning, Separately Managed..., CIMA, Managed Accounts, Financial Advisory, Executive Management, Sales Management, Series 24, Asset Managment, Investment Advisory, Investment Management, Portfolio Management, Financial Services, Alternative Investments, Strategic Financial..., Hedge Funds, Securities, Investment Strategies, Fixed Income, Retirement, Wealth Management..., Bonds, 401k, Fixed Annuities, Series 65, Financial Markets, Capital Markets, Client Services, Wholesale, Managing Accounts
Education
The University of Texas at El Paso
BS, Science
Deborah Seeley's MFS Investment Management Experience September 2005 - August 2007
Job Sr Consultant/Program Mgr Organization and Leadership Development at NYS Governor's Office of Employee Relations
Industry Professional Training & Coaching
Experience
NYS Governor's Office of Employee Relations January 2009 - Present
Int'l Ctr for Leadership in Education September 2007 - March 2008
MFS Investment Management September 2005 - August 2007
KeyCorp Leasing 1996 - 1997
Skills
Piano Instructor, Org Devmt Consultant, Change Management, College Recruiting, Leadership Development, Strategic Planning, Coaching, Leadership, Curriculum Development, Fundraising, Mergers, Analysis, Business Development, Employee Training, Instructional Design, Mergers & Acquisitions, Strategy, Talent Management, Training Delivery, Executive Coaching, Succession Planning, Training, Workshop Facilitation, Onboarding, Career Development
Education
Columbia University Teachers College 1999 — 2001
Advanced Graduate Certificate, Organization Devmt & HR Mgmt
College of St. Rose 1983 — 1989
BS, Business Administration
NYS Governor's Office of Employee Relations January 2009 - Present
Int'l Ctr for Leadership in Education September 2007 - March 2008
MFS Investment Management September 2005 - August 2007
KeyCorp Leasing 1996 - 1997
Skills
Piano Instructor, Org Devmt Consultant, Change Management, College Recruiting, Leadership Development, Strategic Planning, Coaching, Leadership, Curriculum Development, Fundraising, Mergers, Analysis, Business Development, Employee Training, Instructional Design, Mergers & Acquisitions, Strategy, Talent Management, Training Delivery, Executive Coaching, Succession Planning, Training, Workshop Facilitation, Onboarding, Career Development
Education
Columbia University Teachers College 1999 — 2001
Advanced Graduate Certificate, Organization Devmt & HR Mgmt
College of St. Rose 1983 — 1989
BS, Business Administration
James Aber James Aber's MFS Investment Management Experience September 2013 - Present
Job Vice President, Director of Corporate Communications at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management September 2013 - Present
Fidelity Investments September 2011 - September 2013
Janus Capital Group September 2006 - August 2011
Invesco August 2003 - September 2006
Invesco 1998 - 2003
KPRC-TV 1996 - 1998
Skills
Corporate Communications, Mutual Funds, Media Relations, Crisis Communications, Social Media, Internal Communications, Public Relations, Marketing Communications, Brand Development, Communication Training, Strategic Planning, Product Marketing, Speech Writing, Newsletters, New Media, Investor Relations, Strategy
Education
Texas Tech University 1991 — 1995
Bachelor of Arts (B.A.), Broadcast Journalism
MFS Investment Management September 2013 - Present
Fidelity Investments September 2011 - September 2013
Janus Capital Group September 2006 - August 2011
Invesco August 2003 - September 2006
Invesco 1998 - 2003
KPRC-TV 1996 - 1998
Skills
Corporate Communications, Mutual Funds, Media Relations, Crisis Communications, Social Media, Internal Communications, Public Relations, Marketing Communications, Brand Development, Communication Training, Strategic Planning, Product Marketing, Speech Writing, Newsletters, New Media, Investor Relations, Strategy
Education
Texas Tech University 1991 — 1995
Bachelor of Arts (B.A.), Broadcast Journalism
Jim Murphy, CFP®'s MFS Investment Management Experience 1993 - 1996
Job Managing Director, Portfolio Consultant, Private Client at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2008 - Present
ING Investment Management November 2005 - January 2008
Charles Schwab 1996 - 2005
MFS Investment Management 1993 - 1996
Fidelity Investments 1990 - 1993
Skills
Sales Management, Wholesale, Alternative Investments, Mutual Funds, Series 63, Retirement Planning, Finance, Series 7, Portfolio Management
Education
University of Arizona
Finance, Finance
Charles Schwab November 2008 - Present
ING Investment Management November 2005 - January 2008
Charles Schwab 1996 - 2005
MFS Investment Management 1993 - 1996
Fidelity Investments 1990 - 1993
Skills
Sales Management, Wholesale, Alternative Investments, Mutual Funds, Series 63, Retirement Planning, Finance, Series 7, Portfolio Management
Education
University of Arizona
Finance, Finance
Pamela Gillett QPFC, PPC's MFS Investment Management Experience April 1995 - February 2008
Job Regional Vice President, Retirement Plan Counselor at American Funds
Industry Financial Services
Experience
American Funds December 2013 - Present
The Standard June 2010 - November 2013
Principal Financial Group February 2008 - June 2010
MFS Investment Management April 1995 - February 2008
Guaranty Federal Bank January 1993 - April 1995
The 401(k) Company October 1991 - January 1993
Skills
401k, Retirement, Series 7, Plan Design, ERISA, Investments, Pensions, Compliance, Retirement Planning, Retirement Services, Defined Benefit, Profit Sharing, Series 66, series 26, Mutual Funds, Asset Allocation
Education
The University of Texas at El Paso 1986 — 1990
B.S., Biology
American Funds December 2013 - Present
The Standard June 2010 - November 2013
Principal Financial Group February 2008 - June 2010
MFS Investment Management April 1995 - February 2008
Guaranty Federal Bank January 1993 - April 1995
The 401(k) Company October 1991 - January 1993
Skills
401k, Retirement, Series 7, Plan Design, ERISA, Investments, Pensions, Compliance, Retirement Planning, Retirement Services, Defined Benefit, Profit Sharing, Series 66, series 26, Mutual Funds, Asset Allocation
Education
The University of Texas at El Paso 1986 — 1990
B.S., Biology
Heather Schroeder's MFS Investment Management Experience March 2007 - September 2007
Job Client Services Coordinator at Banfield Pet Hospital
Industry Veterinary
Experience
Banfield Pet Hospital September 2014 - Present
Banfield Pet Hospital February 2014 - August 2014
Phoenix Coyotes Booster Club July 2007 - March 2014
Nutro Products October 2013 - February 2014
Blue Buffalo Co June 2013 - October 2013
Sorenson Communications February 2011 - April 2013
eTelecare Global Solutions September 2007 - November 2008
MFS Investment Management March 2007 - September 2007
Phelps Dodge July 2006 - November 2006
Honeywell Process Solutions September 2005 - July 2006
Skills
Marketing, Editing, Advertising, Marketing Strategy, Newsletters, Program Management, Strategic Communications, Management, Research, Strategic Planning, Public Speaking, Nonprofits, Training, Product Management, Internal Communications, Email Newsletter Design, Intranet, Assistive Listening..., American Sign Language, Telecommunications, Process Improvement, Procedure Manuals, Marketing Communications, Community Outreach, Corporate Communications, Events, Press Releases, Fundraising, CRM, Team Leadership, SEO, Leadership, Customer Service, Team Building, Public Relations, Sales
Education
Penn Foster College 2013 — 2015
Associate's Degree, VETERINARY TECHNICIAN ASSOCIATE OF SCIENCE, 3.42 GPA
University of Phoenix 2002 — 2004
MBA, Business - Technology Management & Marketing
University of Phoenix 2000 — 2002
Bachelor of Science (B.S.), Information Technology - Web Design, A
University of Arizona 1987 — 1991
none, Psychology
Amphitheater High School 1983 — 1987
high school diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program, A
Banfield Pet Hospital September 2014 - Present
Banfield Pet Hospital February 2014 - August 2014
Phoenix Coyotes Booster Club July 2007 - March 2014
Nutro Products October 2013 - February 2014
Blue Buffalo Co June 2013 - October 2013
Sorenson Communications February 2011 - April 2013
eTelecare Global Solutions September 2007 - November 2008
MFS Investment Management March 2007 - September 2007
Phelps Dodge July 2006 - November 2006
Honeywell Process Solutions September 2005 - July 2006
Skills
Marketing, Editing, Advertising, Marketing Strategy, Newsletters, Program Management, Strategic Communications, Management, Research, Strategic Planning, Public Speaking, Nonprofits, Training, Product Management, Internal Communications, Email Newsletter Design, Intranet, Assistive Listening..., American Sign Language, Telecommunications, Process Improvement, Procedure Manuals, Marketing Communications, Community Outreach, Corporate Communications, Events, Press Releases, Fundraising, CRM, Team Leadership, SEO, Leadership, Customer Service, Team Building, Public Relations, Sales
Education
Penn Foster College 2013 — 2015
Associate's Degree, VETERINARY TECHNICIAN ASSOCIATE OF SCIENCE, 3.42 GPA
University of Phoenix 2002 — 2004
MBA, Business - Technology Management & Marketing
University of Phoenix 2000 — 2002
Bachelor of Science (B.S.), Information Technology - Web Design, A
University of Arizona 1987 — 1991
none, Psychology
Amphitheater High School 1983 — 1987
high school diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program, A
Amol AL Kaulgud Amol AL Kaulgud's MFS Investment Management Experience April 2014 - November 2014
Job Full Stack Lead QA Consultant
Industry Information Technology and Services
Experience
Arrowstreet Capital July 2015 - Present
Follett December 2014 - June 2015
MFS Investment Management April 2014 - November 2014
Forensic Risk Alliance December 2011 - March 2014
LoJack Corporation July 2011 - November 2011
Commonwealth of Massachusetts (Deloitte project) March 2011 - July 2011
State Street Global Advisors (SSgA) October 2010 - March 2011
Sovereign Bank April 2008 - September 2010
People's United Bank December 2006 - December 2007
CIGNA Healthcare June 2006 - November 2006
Skills
Test Planning, Test Management, Quality Assurance, Testing, Effort Estimation, Test Automation, Software Quality..., Test Strategy, Test Cases, Test Estimation, Test Execution, System Testing, Regression Testing, Manual Testing, Quality Center, Bug Tracking, Requirements Analysis, Defect Tracking, Integration Testing, Black Box Testing, Regression, System Integration..., User Acceptance Testing, Exploratory Testing, Test Analysis, Automation, QC, Selenium, QTP, SDLC, Agile Testing, Test Director, Scrum, Risk Based Testing, Documentation, Analysis, Business Analysis, Change Management, Non-functional Testing, Process Improvement, ClearQuest, Waterfall, Business Requirements, Software Development, Web Applications, Software Documentation, Requirements Gathering, Agile Methodologies, SOA, Software Project...
Education
University of Bridgeport 2001 — 2003
Master's, Electrical Engineering
Arrowstreet Capital July 2015 - Present
Follett December 2014 - June 2015
MFS Investment Management April 2014 - November 2014
Forensic Risk Alliance December 2011 - March 2014
LoJack Corporation July 2011 - November 2011
Commonwealth of Massachusetts (Deloitte project) March 2011 - July 2011
State Street Global Advisors (SSgA) October 2010 - March 2011
Sovereign Bank April 2008 - September 2010
People's United Bank December 2006 - December 2007
CIGNA Healthcare June 2006 - November 2006
Skills
Test Planning, Test Management, Quality Assurance, Testing, Effort Estimation, Test Automation, Software Quality..., Test Strategy, Test Cases, Test Estimation, Test Execution, System Testing, Regression Testing, Manual Testing, Quality Center, Bug Tracking, Requirements Analysis, Defect Tracking, Integration Testing, Black Box Testing, Regression, System Integration..., User Acceptance Testing, Exploratory Testing, Test Analysis, Automation, QC, Selenium, QTP, SDLC, Agile Testing, Test Director, Scrum, Risk Based Testing, Documentation, Analysis, Business Analysis, Change Management, Non-functional Testing, Process Improvement, ClearQuest, Waterfall, Business Requirements, Software Development, Web Applications, Software Documentation, Requirements Gathering, Agile Methodologies, SOA, Software Project...
Education
University of Bridgeport 2001 — 2003
Master's, Electrical Engineering
David Ghormley, CFA David Ghormley, CFA's MFS Investment Management Experience December 2012 - Present
Job Regional Director at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management December 2012 - Present
MFS Investment Management August 2010 - November 2012
MFS Investment Management May 2010 - July 2010
Concord Academy May 2008 - May 2010
MassMutual Financial Group June 2009 - April 2010
Baystate Financial Services October 2007 - June 2009
Skills
Mutual Funds, New Client Acquisitions, Investment Strategies, Tax-advantaged..., Public Seminars, Business Development, Relationship Management, Marketing Strategy, Continuing Education, Practice Management, Risk Management
Education
Trinity College-Hartford 2003 — 2007
Bachelor of Science (B.S.), Economics
Northfield Mount Hermon High School 1999 — 2003
MFS Investment Management December 2012 - Present
MFS Investment Management August 2010 - November 2012
MFS Investment Management May 2010 - July 2010
Concord Academy May 2008 - May 2010
MassMutual Financial Group June 2009 - April 2010
Baystate Financial Services October 2007 - June 2009
Skills
Mutual Funds, New Client Acquisitions, Investment Strategies, Tax-advantaged..., Public Seminars, Business Development, Relationship Management, Marketing Strategy, Continuing Education, Practice Management, Risk Management
Education
Trinity College-Hartford 2003 — 2007
Bachelor of Science (B.S.), Economics
Northfield Mount Hermon High School 1999 — 2003
Steve Benjamin, CFA, CAIA Steve Benjamin, CFA, CAIA's MFS Investment Management Experience 2001 - 2004
Job Vice President, Market and Business Intelligence at Pyramis Global Advisors
Industry Financial Services
Experience
Pyramis Global Advisors, A Fidelity Investments Company 2007 - Present
Private Capital Management 2006 - 2007
OFI Institutional Asset Management 2004 - 2006
MFS Investment Management 2001 - 2004
MFS Investment Management 1999 - 2001
MFS Investment Management 1998 - 2000
Skills
Investments, Competitive Analysis, Strategy, Mutual Funds, Asset Allocation, Portfolio Management, Analysis, Market Analysis, Market Research, Business Strategy, Risk Management, Securities, Trading, Hedge Funds, Investment Strategies, Forecasting, Public Speaking
Education
Tufts University - The Fletcher School of Law and Diplomacy 2011 — 2012
Masters, International Relations
CAIA Association
Chartered Alternative Investment Analyst Designation (CAIA)
CFA Institute
Chartered Financial Analyst Designation (CFA)
University of Massachusetts Dartmouth 1990 — 1994
Bachelor, Marketing
Pyramis Global Advisors, A Fidelity Investments Company 2007 - Present
Private Capital Management 2006 - 2007
OFI Institutional Asset Management 2004 - 2006
MFS Investment Management 2001 - 2004
MFS Investment Management 1999 - 2001
MFS Investment Management 1998 - 2000
Skills
Investments, Competitive Analysis, Strategy, Mutual Funds, Asset Allocation, Portfolio Management, Analysis, Market Analysis, Market Research, Business Strategy, Risk Management, Securities, Trading, Hedge Funds, Investment Strategies, Forecasting, Public Speaking
Education
Tufts University - The Fletcher School of Law and Diplomacy 2011 — 2012
Masters, International Relations
CAIA Association
Chartered Alternative Investment Analyst Designation (CAIA)
CFA Institute
Chartered Financial Analyst Designation (CFA)
University of Massachusetts Dartmouth 1990 — 1994
Bachelor, Marketing
Chris Bodamer Chris Bodamer's MFS Investment Management Experience August 2003 - December 2004
Job Assistant Vice President Senior Trader High Yield and Leveraged Loans
Industry Financial Services
Experience
Federated Investors January 2005 - Present
MFS Investment Management August 2003 - December 2004
MFS Investment Management March 2002 - August 2003
MFS Investment Management August 2000 - January 2002
Skills
Fixed Income, Mutual Funds, Series 7, Investments, Portfolio Management, Capital Markets, Asset Management, Bloomberg Terminal, Trading, Asset Allocation, Investment Strategies, Bonds, Investment Management, Financial Markets, Financial Services, Credit Analysis, Corporate Finance, Finance, Corporate Actions, Bloomberg, Securities, Loans
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2008 — 2010
Masters, Finance
University of Delaware - Lerner College of Business and Economics 1996 — 2000
Federated Investors January 2005 - Present
MFS Investment Management August 2003 - December 2004
MFS Investment Management March 2002 - August 2003
MFS Investment Management August 2000 - January 2002
Skills
Fixed Income, Mutual Funds, Series 7, Investments, Portfolio Management, Capital Markets, Asset Management, Bloomberg Terminal, Trading, Asset Allocation, Investment Strategies, Bonds, Investment Management, Financial Markets, Financial Services, Credit Analysis, Corporate Finance, Finance, Corporate Actions, Bloomberg, Securities, Loans
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2008 — 2010
Masters, Finance
University of Delaware - Lerner College of Business and Economics 1996 — 2000
Paula Chapman, CIMA® Paula Chapman, CIMA®'s MFS Investment Management Experience April 2005 - June 2011
Job Vice President, Senior New Business Development Manager at Wells Fargo Asset Management
Industry Investment Management
Experience
Wells Fargo Asset Management July 2011 - Present
MFS Investment Management April 2005 - June 2011
Wells Fargo Funds Management Group January 2000 - April 2005
Sentinel Investments 1997 - 2000
Financial Relations Board 1996 - 1997
Skills
Series 7, Series 63, Mutual Funds, Separately Managed..., Investments, Asset Managment, Investment Strategies
Education
University of Colorado Boulder 1983 — 1987
B.S.
Douglas County High School 1980 — 1983
Wells Fargo Asset Management July 2011 - Present
MFS Investment Management April 2005 - June 2011
Wells Fargo Funds Management Group January 2000 - April 2005
Sentinel Investments 1997 - 2000
Financial Relations Board 1996 - 1997
Skills
Series 7, Series 63, Mutual Funds, Separately Managed..., Investments, Asset Managment, Investment Strategies
Education
University of Colorado Boulder 1983 — 1987
B.S.
Douglas County High School 1980 — 1983
Debbie Leaman Debbie Leaman's MFS Investment Management Experience April 1981 - October 1983
Job Writer | Developmental Editor | Author | Marketing Content
Industry Writing and Editing
Experience
Debbie Leaman December 2004 - Present
Financial Network Investment Corporation, Member SIPC April 1999 - July 2004
MassMutual Financial Group March 1998 - April 1999
Wood-Logan Associates June 1995 - May 1996
Nathan & Lewis Securities November 1983 - November 1993
MFS Investment Management April 1981 - October 1983
Skills
Mutual Funds, Marketing, Management, Financial Advisory, Public Speaking, Sales, Newsletters, Magazines, Finance, Due Diligence, Fundraising, Event Planning, Writing, Editing, Investments, Leadership, Web Content, Sales Brochures, Developmental editing, Wealth Management
Education
Tufts University 1976 — 1980
B.A., liberal arts, magna cum laude
Debbie Leaman December 2004 - Present
Financial Network Investment Corporation, Member SIPC April 1999 - July 2004
MassMutual Financial Group March 1998 - April 1999
Wood-Logan Associates June 1995 - May 1996
Nathan & Lewis Securities November 1983 - November 1993
MFS Investment Management April 1981 - October 1983
Skills
Mutual Funds, Marketing, Management, Financial Advisory, Public Speaking, Sales, Newsletters, Magazines, Finance, Due Diligence, Fundraising, Event Planning, Writing, Editing, Investments, Leadership, Web Content, Sales Brochures, Developmental editing, Wealth Management
Education
Tufts University 1976 — 1980
B.A., liberal arts, magna cum laude
Anja Reitshamer Anja Reitshamer's MFS Investment Management Experience September 2005 - May 2006
Job Benefits Manager
Industry Financial Services
Experience
Pioneer Investments April 2012 - Present
Pioneer Investments May 2006 - April 2012
MFS Investment Management September 2005 - May 2006
MFS Investment Management March 2004 - September 2005
MFS Investment Management June 2003 - February 2004
MFS Investment Management March 2001 - May 2003
MFS Investment Management June 2000 - February 2001
Skills
Human Resources, Retirement, Deferred Compensation, 401k, Employee Relations, Defined Benefit, Employee Engagement, Onboarding, Management, Retirement Planning
Education
Suffolk University Law School 2009 — 2013
Doctor of Law (JD)
The University of Connecticut
Bachelor of Arts, German
Pioneer Investments April 2012 - Present
Pioneer Investments May 2006 - April 2012
MFS Investment Management September 2005 - May 2006
MFS Investment Management March 2004 - September 2005
MFS Investment Management June 2003 - February 2004
MFS Investment Management March 2001 - May 2003
MFS Investment Management June 2000 - February 2001
Skills
Human Resources, Retirement, Deferred Compensation, 401k, Employee Relations, Defined Benefit, Employee Engagement, Onboarding, Management, Retirement Planning
Education
Suffolk University Law School 2009 — 2013
Doctor of Law (JD)
The University of Connecticut
Bachelor of Arts, German
Dean Matsuno Dean Matsuno's MFS Investment Management Experience June 2004 - May 2007
Job
Industry Financial Services
Experience
Manulife Financial (John Hancock) February 2011 - Present
Association of Contingency Planners(ACP) - Greater Boston Chapter December 2011 - December 2013
Daniel Roberts January 2011 - February 2011
GMO LLC September 2007 - December 2010
MFS Investment Management June 2004 - May 2007
MFS Investment Management March 2000 - June 2004
Tuttle Decision Systems July 1999 - December 1999
SBC Internet Services March 1997 - July 1999
Global Village Communication August 1994 - February 1997
Skills
Disaster Recovery, Business Continuity, Integration, Program Management, Business Process, Strategy, IT Service Management, Project Management, Risk Management, Process Improvement, Business Continuity..., Leadership, Security, Systems Analysis, Vendor Management, Analysis, Management, Help Desk Support, Business Analysis, Information Technology, SDLC, Data Center, Visio, Software Documentation, Business Process..., Governance, IT Strategy, XP, ITIL, Requirements Analysis, IT Management, Windows XP, Windows 7, Databases, Active Directory, SharePoint, IT Operations, Business Intelligence, Project Portfolio..., Internet, Help Desk Management, PMP, PMO, MS Project, Testing, Enterprise Risk..., ABCP, Sungard LDRPS, Process Automation
Education
University of California, Berkeley
BA
Manulife Financial (John Hancock) February 2011 - Present
Association of Contingency Planners(ACP) - Greater Boston Chapter December 2011 - December 2013
Daniel Roberts January 2011 - February 2011
GMO LLC September 2007 - December 2010
MFS Investment Management June 2004 - May 2007
MFS Investment Management March 2000 - June 2004
Tuttle Decision Systems July 1999 - December 1999
SBC Internet Services March 1997 - July 1999
Global Village Communication August 1994 - February 1997
Skills
Disaster Recovery, Business Continuity, Integration, Program Management, Business Process, Strategy, IT Service Management, Project Management, Risk Management, Process Improvement, Business Continuity..., Leadership, Security, Systems Analysis, Vendor Management, Analysis, Management, Help Desk Support, Business Analysis, Information Technology, SDLC, Data Center, Visio, Software Documentation, Business Process..., Governance, IT Strategy, XP, ITIL, Requirements Analysis, IT Management, Windows XP, Windows 7, Databases, Active Directory, SharePoint, IT Operations, Business Intelligence, Project Portfolio..., Internet, Help Desk Management, PMP, PMO, MS Project, Testing, Enterprise Risk..., ABCP, Sungard LDRPS, Process Automation
Education
University of California, Berkeley
BA
Kira Ambrose Kira Ambrose's MFS Investment Management Experience June 2015 - August 2015
Job Enterprise Risk Management Intern at American Fidelity
Industry Financial Services
Experience
Tufts Financial Group May 2015 - Present
MFS Investment Management June 2015 - August 2015
CFA Institute Research Challenge September 2014 - January 2015
American Fidelity June 2014 - September 2014
X-Effect October 2013 - May 2014
Hands On Orlando 2013 - August 2013
Skills
Research, Bloomberg Terminal, Management, Financial Modeling, Leadership, Strategic Planning
Education
Tufts University 2012 — 2016
Bachelor of Science (BS), Quantitative Economics, Senior
Tufts Financial Group May 2015 - Present
MFS Investment Management June 2015 - August 2015
CFA Institute Research Challenge September 2014 - January 2015
American Fidelity June 2014 - September 2014
X-Effect October 2013 - May 2014
Hands On Orlando 2013 - August 2013
Skills
Research, Bloomberg Terminal, Management, Financial Modeling, Leadership, Strategic Planning
Education
Tufts University 2012 — 2016
Bachelor of Science (BS), Quantitative Economics, Senior
Carrie (Forbes) Patrizio's MFS Investment Management Experience November 2004 - December 2007
Job Realtor at Berkshire Hathaway HomeServices Fox & Roach, Realtors
Industry Online Media
Experience
Berkshire Hathaway HomeServices Fox & Roach, Realtors August 2014 - Present
Good at Everything May 2013 - Present
MassMutual Financial Group January 2013 - November 2013
The Hartford January 2008 - December 2012
MFS Investment Management November 2004 - December 2007
Northern Light Technology 1996 - 1998
Skills
Internal Communications, Corporate Communications, Strategic Communications, Financial Services, Communications Planning, Marketing Communications, Communication Training, Crisis Communications, Media Relations, Social Media, Newsletters, Public Relations, Internal & External..., Marketing, Marketing Strategy, Customer Service, Event Management, Pensions, Project Management
Education
The George Washington University 1992 — 1996
Bachelor of Arts (B.A.), International Marketing
Strath Haven High School 1988 — 1992
Berkshire Hathaway HomeServices Fox & Roach, Realtors August 2014 - Present
Good at Everything May 2013 - Present
MassMutual Financial Group January 2013 - November 2013
The Hartford January 2008 - December 2012
MFS Investment Management November 2004 - December 2007
Northern Light Technology 1996 - 1998
Skills
Internal Communications, Corporate Communications, Strategic Communications, Financial Services, Communications Planning, Marketing Communications, Communication Training, Crisis Communications, Media Relations, Social Media, Newsletters, Public Relations, Internal & External..., Marketing, Marketing Strategy, Customer Service, Event Management, Pensions, Project Management
Education
The George Washington University 1992 — 1996
Bachelor of Arts (B.A.), International Marketing
Strath Haven High School 1988 — 1992
Lisa Gonzales Lisa Gonzales's MFS Investment Management Experience January 2014 - Present
Job MFS Global Client Administrator
Industry Investment Management
Experience
MFS Investment Management January 2014 - Present
State Street November 2012 - January 2014
Olives May 2012 - March 2013
The Dutch Restaurant October 2011 - April 2012
David Burke Prime August 2010 - September 2011
Hartford Toyota November 2009 - August 2010
State Capital Building, Hartford, CT January 2010 - May 2010
Skills
Customer Service, Communication, Time Management, Research, Microsoft Excel, Microsoft Office, Microsoft Word, Licensed Real Estate..., PowerPoint, Writing, Social Media, Presentations, Legislative Relations, Lease Financing, Contract Negotiation, Political Communication, Access, Analysis, Data Analysis, Financial Analysis
Education
University of Hartford 2006 — 2010
BSBA, Finance and Economics
Lorenzo de' Medici - Rome 2007 — 2008
Study Abroad
MFS Investment Management January 2014 - Present
State Street November 2012 - January 2014
Olives May 2012 - March 2013
The Dutch Restaurant October 2011 - April 2012
David Burke Prime August 2010 - September 2011
Hartford Toyota November 2009 - August 2010
State Capital Building, Hartford, CT January 2010 - May 2010
Skills
Customer Service, Communication, Time Management, Research, Microsoft Excel, Microsoft Office, Microsoft Word, Licensed Real Estate..., PowerPoint, Writing, Social Media, Presentations, Legislative Relations, Lease Financing, Contract Negotiation, Political Communication, Access, Analysis, Data Analysis, Financial Analysis
Education
University of Hartford 2006 — 2010
BSBA, Finance and Economics
Lorenzo de' Medici - Rome 2007 — 2008
Study Abroad
Don Abernathy Don Abernathy's MFS Investment Management Experience 2000 - Present
Job Web Architect at MFS
Industry Financial Services
Experience
MFS July 2000 - Present
MFS Investments July 2000 - Present
MFS Investment Management 2000 - Present
MFS Investment Mgmt 2000 - Present
FedEx September 1992 - June 2000
USMC June 1984 - June 1989
Skills
Websphere, Active Directory, Linux, Windows, Architecture, IIS, System Administration, Solaris, Disaster Recovery, VMware, Unix, Server Architecture, Windows Server, SharePoint, Security, Integration, XP, Systems Analysis, Messaging, Web Applications, Operating Systems, Troubleshooting, Administration, J2EE, DNS, LDAP, Servers, Windows Server 2008, Apache, Windows Server 2003, TCP/IP, Computer Hardware, Windows 7, Visio, Performance Tuning, Enterprise Architecture, Virtualization
Education
The University of Memphis 1990 — 1992
Rogers High School, Newport, RI 1981 — 1985
Graduated
MFS July 2000 - Present
MFS Investments July 2000 - Present
MFS Investment Management 2000 - Present
MFS Investment Mgmt 2000 - Present
FedEx September 1992 - June 2000
USMC June 1984 - June 1989
Skills
Websphere, Active Directory, Linux, Windows, Architecture, IIS, System Administration, Solaris, Disaster Recovery, VMware, Unix, Server Architecture, Windows Server, SharePoint, Security, Integration, XP, Systems Analysis, Messaging, Web Applications, Operating Systems, Troubleshooting, Administration, J2EE, DNS, LDAP, Servers, Windows Server 2008, Apache, Windows Server 2003, TCP/IP, Computer Hardware, Windows 7, Visio, Performance Tuning, Enterprise Architecture, Virtualization
Education
The University of Memphis 1990 — 1992
Rogers High School, Newport, RI 1981 — 1985
Graduated
Christian Zachrisson Christian Zachrisson's MFS Investment Management Experience January 2011 - July 2011
Job Relationship Associate at Citi
Industry Banking
Experience
Citi August 2014 - Present
Banco Industrial, S.A. June 2013 - August 2014
IBM Global Process Services January 2012 - May 2012
MFS Investment Management January 2011 - July 2011
Cerveceria Centro Americana S.A. August 2008 - December 2008
Cerveceria Centro Americana S.A. August 2006 - December 2006
Skills
Sales, Leadership, Microsoft Office, Market Research, Analysis, Financial Analysis, Corporate Finance, Financial Structuring, Operational Planning, Operations Research, SPSS, Qualtrics, Strategic Planning, Microsoft Excel, Customer Service
Education
Northeastern University 2009 — 2012
Bachelor of Science, Business Administration; Marketing and Finance
The University of Chicago - Booth School of Business 2012 — 2012
Summer Business Scholars Program
Universidad Francisco Marroquín 2007 — 2009
International Affairs and Commerce
London School of Economics 2008 — 2008
Program, and Political Science; Political Science and International Affairs
Citi August 2014 - Present
Banco Industrial, S.A. June 2013 - August 2014
IBM Global Process Services January 2012 - May 2012
MFS Investment Management January 2011 - July 2011
Cerveceria Centro Americana S.A. August 2008 - December 2008
Cerveceria Centro Americana S.A. August 2006 - December 2006
Skills
Sales, Leadership, Microsoft Office, Market Research, Analysis, Financial Analysis, Corporate Finance, Financial Structuring, Operational Planning, Operations Research, SPSS, Qualtrics, Strategic Planning, Microsoft Excel, Customer Service
Education
Northeastern University 2009 — 2012
Bachelor of Science, Business Administration; Marketing and Finance
The University of Chicago - Booth School of Business 2012 — 2012
Summer Business Scholars Program
Universidad Francisco Marroquín 2007 — 2009
International Affairs and Commerce
London School of Economics 2008 — 2008
Program, and Political Science; Political Science and International Affairs
John Welch, CIMA® John Welch, CIMA®'s MFS Investment Management Experience 2006 - July 2011
Job Regional Vice President at CLS Investments, LLC
Industry Financial Services
Experience
CLS Investments, LLC July 2012 - Present
MFS Investment Management 2006 - July 2011
Pioneer Investments 2004 - 2006
MFS Investment Management 1997 - 2004
Sun Life Financial December 1994 - March 1997
Skills
Separately Managed..., Retirement Planning, Investments, Series 63, Fixed Annuities, Mutual Funds, Asset Allocation, ETFs, Series 6, Alternative Investments, 401k, CIMA, Asset Managment, Series 65
Education
Wharton Business School 2008 — 2009
Certified Investment Management Analyst
University of Maine 1989 — 1993
Business Management, Finance
CLS Investments, LLC July 2012 - Present
MFS Investment Management 2006 - July 2011
Pioneer Investments 2004 - 2006
MFS Investment Management 1997 - 2004
Sun Life Financial December 1994 - March 1997
Skills
Separately Managed..., Retirement Planning, Investments, Series 63, Fixed Annuities, Mutual Funds, Asset Allocation, ETFs, Series 6, Alternative Investments, 401k, CIMA, Asset Managment, Series 65
Education
Wharton Business School 2008 — 2009
Certified Investment Management Analyst
University of Maine 1989 — 1993
Business Management, Finance
Ben Weintraub Ben Weintraub's MFS Investment Management Experience November 2004 - February 2006
Job Program Manager at TIAACREF
Industry Information Technology and Services
Experience
TIAA-CREF March 2013 - Present
UMass Medical School January 2013 - March 2013
Tufts Health Plan November 2011 - May 2012
ACI Worldwide March 2011 - December 2011
Tufts Health Plan November 2010 - March 2011
Partners HealthCare February 2010 - May 2010
ING October 2007 - November 2009
Harvard Pilgrim Health Care April 2006 - October 2007
MFS Investment Management November 2004 - February 2006
State Street Global Advisors February 2004 - September 2004
Skills
Project Management, Information Technology, Healthcare Information..., Business Analysis
Education
University of Florida
MS EE, Biomedical Engineering
University of Massachusetts, Amherst
BS EE
TIAA-CREF March 2013 - Present
UMass Medical School January 2013 - March 2013
Tufts Health Plan November 2011 - May 2012
ACI Worldwide March 2011 - December 2011
Tufts Health Plan November 2010 - March 2011
Partners HealthCare February 2010 - May 2010
ING October 2007 - November 2009
Harvard Pilgrim Health Care April 2006 - October 2007
MFS Investment Management November 2004 - February 2006
State Street Global Advisors February 2004 - September 2004
Skills
Project Management, Information Technology, Healthcare Information..., Business Analysis
Education
University of Florida
MS EE, Biomedical Engineering
University of Massachusetts, Amherst
BS EE
Chris Barber, CIMA Chris Barber, CIMA's MFS Investment Management Experience May 2009 - November 2010
Job Senior Vice President at Eagle Capital Markets Group, a division of Griffin Capital Securities, Inc.
Industry Financial Services
Experience
Eagle Capital Markets Group, a division of Griffin Capital Securities, Inc. March 2015 - Present
Cole Capital November 2010 - March 2015
MFS Investment Management May 2009 - November 2010
Merrill Lynch September 2008 - May 2009
Ameriprise Financial April 2007 - September 2008
Skills
Salesforce.com, SalesLogix, Microsoft Office, MapPoint, WebEx, Mutual Funds, Real Estate Investment, Series 7, 401k, Investments, Alternative Investments, Separately Managed..., Asset Allocation, Consultative Selling
Education
University of Arizona 2001 — 2005
BS, Engineering Management
Eagle Capital Markets Group, a division of Griffin Capital Securities, Inc. March 2015 - Present
Cole Capital November 2010 - March 2015
MFS Investment Management May 2009 - November 2010
Merrill Lynch September 2008 - May 2009
Ameriprise Financial April 2007 - September 2008
Skills
Salesforce.com, SalesLogix, Microsoft Office, MapPoint, WebEx, Mutual Funds, Real Estate Investment, Series 7, 401k, Investments, Alternative Investments, Separately Managed..., Asset Allocation, Consultative Selling
Education
University of Arizona 2001 — 2005
BS, Engineering Management
Jeff Croy Jeff Croy's MFS Investment Management Experience 1994 - 2002
Job CEO at YoFi Wellness
Industry Health, Wellness and Fitness
Experience
Yo-Fi Wellness 2010 - Present
Croy Consulting, Inc. 2002 - December 2012
The Reel Life October 2002 - October 2011
Conservation First Capital 2007 - 2009
MFS Investment Management 1994 - 2002
Thornburg Investment Management 1992 - 1994
Hallmark Cards 1991 - 1992
Skills
Business Development, Marketing, Business Analysis, Strategic Planning, Marketing Strategy, Entrepreneurship, Healthcare, New Business Development, Team Building, Product Development, Business Strategy, Public Speaking, Sales, Social Media, Employee Benefits, Leadership, Mergers, Process Improvement, Training, Marketing Communications, Sales Management, Account Management, Change Management, Management
Education
Washington University in St. Louis - Olin Business School 1989 — 1991
MBA, Finance
Trinity University 1982 — 1986
BA, History
Yo-Fi Wellness 2010 - Present
Croy Consulting, Inc. 2002 - December 2012
The Reel Life October 2002 - October 2011
Conservation First Capital 2007 - 2009
MFS Investment Management 1994 - 2002
Thornburg Investment Management 1992 - 1994
Hallmark Cards 1991 - 1992
Skills
Business Development, Marketing, Business Analysis, Strategic Planning, Marketing Strategy, Entrepreneurship, Healthcare, New Business Development, Team Building, Product Development, Business Strategy, Public Speaking, Sales, Social Media, Employee Benefits, Leadership, Mergers, Process Improvement, Training, Marketing Communications, Sales Management, Account Management, Change Management, Management
Education
Washington University in St. Louis - Olin Business School 1989 — 1991
MBA, Finance
Trinity University 1982 — 1986
BA, History
Kris Kasarjian's MFS Investment Management Experience May 2013 - August 2015
Job Financial Advisor at the 24/7 Investment Group of Raymond James & Associates
Industry Financial Services
Experience
Raymond James & Associates, Inc. September 2015 - Present
MFS Investment Management May 2013 - August 2015
X Bats January 2008 - January 2012
Joliet Slammers 2008 - 2012
Reggie Smith Baseball Centers January 2002 - 2012
Fusion Physical Therapy January 2008 - January 2010
Skills
Sports, Leadership, Social Media, Management, Facebook, Public Speaking, Research, Event Management, Coaching, Marketing Strategy, Account Management, Team Building, Public Relations, Cold Calling, Social Networking, Social Media Marketing, Customer Service, Training, Athletics, Salesforce.com, PowerPoint, Time Management, Advertising, Microsoft Excel, Sports Marketing, Sports Management, Microsoft Office, Marketing Communications, Customer Retention, Baseball, Athletic Training, Selling, Editing, Marketing, Sales
Education
University of California, Los Angeles 2004 — 2010
Bachelor of the Arts, History
Raymond James & Associates, Inc. September 2015 - Present
MFS Investment Management May 2013 - August 2015
X Bats January 2008 - January 2012
Joliet Slammers 2008 - 2012
Reggie Smith Baseball Centers January 2002 - 2012
Fusion Physical Therapy January 2008 - January 2010
Skills
Sports, Leadership, Social Media, Management, Facebook, Public Speaking, Research, Event Management, Coaching, Marketing Strategy, Account Management, Team Building, Public Relations, Cold Calling, Social Networking, Social Media Marketing, Customer Service, Training, Athletics, Salesforce.com, PowerPoint, Time Management, Advertising, Microsoft Excel, Sports Marketing, Sports Management, Microsoft Office, Marketing Communications, Customer Retention, Baseball, Athletic Training, Selling, Editing, Marketing, Sales
Education
University of California, Los Angeles 2004 — 2010
Bachelor of the Arts, History
James Graeber, CFA James Graeber, CFA's MFS Investment Management Experience July 2010 - July 2014
Job
Industry Investment Management
Experience
Neuberger Berman August 2014 - Present
MFS Investment Management July 2010 - July 2014
UBS September 2009 - December 2009
Bradley, Foster & Sargent, Inc. June 2009 - August 2009
Skills
Equity Research, Valuation, Equities, Financial Modeling, Bloomberg
Education
Trinity College-Hartford 2006 — 2010
B.A., Economics
St. Paul's School for Boys 2000 — 2006
Neuberger Berman August 2014 - Present
MFS Investment Management July 2010 - July 2014
UBS September 2009 - December 2009
Bradley, Foster & Sargent, Inc. June 2009 - August 2009
Skills
Equity Research, Valuation, Equities, Financial Modeling, Bloomberg
Education
Trinity College-Hartford 2006 — 2010
B.A., Economics
St. Paul's School for Boys 2000 — 2006
Bryan Koop Bryan Koop's MFS Investment Management Experience June 2013 - August 2013
Job Deutsche Bank Securities
Industry Commercial Real Estate
Experience
Deutsche Bank August 2014 - Present
MFS Investment Management June 2013 - August 2013
Skills
Microsoft Excel Expert..., Real Estate Development, Due Diligence, Negotiation, Commercial Real Estate, Real Estate, Leadership, Finance, Asset Management, Investments, Financial Analysis, Real Estate Economics, Management, Financial Modeling, Valuation
Education
Texas Christian University 2010 — 2014
Finance Real Estate, M.J. Neeley School of Business
Deutsche Bank August 2014 - Present
MFS Investment Management June 2013 - August 2013
Skills
Microsoft Excel Expert..., Real Estate Development, Due Diligence, Negotiation, Commercial Real Estate, Real Estate, Leadership, Finance, Asset Management, Investments, Financial Analysis, Real Estate Economics, Management, Financial Modeling, Valuation
Education
Texas Christian University 2010 — 2014
Finance Real Estate, M.J. Neeley School of Business
Liz Couchon Liz Couchon's MFS Investment Management Experience 1994 - 2007
Job Sales Enablement | Technical Writing | Corporate Learning
Industry Information Technology and Services
Experience
Brainshark, Inc. September 2013 - Present
Brainshark, Inc. February 2010 - September 2013
RxVantage 2009 - 2010
Overall Domain Concepts 2008 - 2008
RegEd 2007 - 2008
MFS Investment Management 1994 - 2007
Shawmut Bank 1993 - 1994
Skills
Instructional Design, E-Learning, Technical Writing, Technical Training, Project Management, Hands-on Training, SaaS, Training Delivery, Webinars, Training, Learning Management..., Instructor-led Training, Consulting, CRM, Sales, Solution Selling, Salesforce.com, Leadership
Education
Trinity College-Hartford 1989 — 1993
Bachelor of Arts, Economics
Brainshark, Inc. September 2013 - Present
Brainshark, Inc. February 2010 - September 2013
RxVantage 2009 - 2010
Overall Domain Concepts 2008 - 2008
RegEd 2007 - 2008
MFS Investment Management 1994 - 2007
Shawmut Bank 1993 - 1994
Skills
Instructional Design, E-Learning, Technical Writing, Technical Training, Project Management, Hands-on Training, SaaS, Training Delivery, Webinars, Training, Learning Management..., Instructor-led Training, Consulting, CRM, Sales, Solution Selling, Salesforce.com, Leadership
Education
Trinity College-Hartford 1989 — 1993
Bachelor of Arts, Economics
David Brown David Brown's MFS Investment Management Experience January 2013 - Present
Job Talent Acquisition ConsultantSales & Project Management at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management January 2013 - Present
Liberty Mutual Insurance April 2011 - January 2013
Granite Telecommunications 2010 - 2011
Thermo Fisher Scientific 2008 - 2010
Focus Infomatics 2007 - 2008
Winter Wyman 2005 - 2007
Fleet Boston Financial 2002 - 2003
Hudson Consulting 1999 - 2002
Skills
Applicant Tracking..., Search Engines, College Recruiting, Social Networking, Referrals, Sourcing, Recruiting, Talent Acquisition, Temporary Placement, Human Resources, Employee Relations, Screening Resumes, Management, Onboarding, Interviews, Networking, Personnel Management, Technical Recruiting
Education
The University of Connecticut
BA, Psychology
MFS Investment Management January 2013 - Present
Liberty Mutual Insurance April 2011 - January 2013
Granite Telecommunications 2010 - 2011
Thermo Fisher Scientific 2008 - 2010
Focus Infomatics 2007 - 2008
Winter Wyman 2005 - 2007
Fleet Boston Financial 2002 - 2003
Hudson Consulting 1999 - 2002
Skills
Applicant Tracking..., Search Engines, College Recruiting, Social Networking, Referrals, Sourcing, Recruiting, Talent Acquisition, Temporary Placement, Human Resources, Employee Relations, Screening Resumes, Management, Onboarding, Interviews, Networking, Personnel Management, Technical Recruiting
Education
The University of Connecticut
BA, Psychology
Susana Kuri-Marsch Susana Kuri-Marsch's MFS Investment Management Experience 2008 - 2008
Job Writer
Industry Writing and Editing
Experience
BNY Mellon January 2009 - January 2015
MFS Investment Management 2008 - 2008
Accountemps 2007 - 2008
Citizen Schools 2007 - 2008
CONACYT 2006 - 2007
Skills
Foreign Languages, Creative Writing, Painting, Data Analysis, Research, Management, Spanish, Finance, Entrepreneurship, Marketing
Education
Universidad Anahuac 2002 — 2006
Licensure, International Business Management
Colegio Aleman Alexander von Humboldt 1985 — 2000
Abitur
SCHOOL OF MEDICINE, Universidad
BNY Mellon January 2009 - January 2015
MFS Investment Management 2008 - 2008
Accountemps 2007 - 2008
Citizen Schools 2007 - 2008
CONACYT 2006 - 2007
Skills
Foreign Languages, Creative Writing, Painting, Data Analysis, Research, Management, Spanish, Finance, Entrepreneurship, Marketing
Education
Universidad Anahuac 2002 — 2006
Licensure, International Business Management
Colegio Aleman Alexander von Humboldt 1985 — 2000
Abitur
SCHOOL OF MEDICINE, Universidad
Rob Richardson, CIMA® Rob Richardson, CIMA®'s MFS Investment Management Experience February 1990 - December 1993
Job Advisor to Financial Advisors | Practice Management Authority | Speaker | Spokesperson at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments April 2013 - Present
Franklin Templeton Investments June 1995 - April 2013
Dreyfus December 1993 - June 1995
MFS Investment Management February 1990 - December 1993
Skills
Public Speaking, Value add presentaions, Personal Development, Best Practices, Business Coaching, Practice Management, Client Retention..., Business Planning, Client Relations Skills, Sales Process, Motivational Speaking, Sales Presentations, Financial Services, Financial Advisory, Mutual Funds, Asset Management, Wealth Management, Territory Optimization, Investments, Finance, Series 7, Investment Strategies
Education
University of Florida 1976 — 1980
Bachelor of Business Administration (B.B.A.), Finance and Banking
Franklin Templeton Investments April 2013 - Present
Franklin Templeton Investments June 1995 - April 2013
Dreyfus December 1993 - June 1995
MFS Investment Management February 1990 - December 1993
Skills
Public Speaking, Value add presentaions, Personal Development, Best Practices, Business Coaching, Practice Management, Client Retention..., Business Planning, Client Relations Skills, Sales Process, Motivational Speaking, Sales Presentations, Financial Services, Financial Advisory, Mutual Funds, Asset Management, Wealth Management, Territory Optimization, Investments, Finance, Series 7, Investment Strategies
Education
University of Florida 1976 — 1980
Bachelor of Business Administration (B.B.A.), Finance and Banking
Calvin Chin's MFS Investment Management Experience November 2004 - October 2008
Job Technology & Development Consultant
Industry Financial Services
Experience
Northwestern Mutual June 2015 - Present
Eduventures September 2014 - June 2015
Whole Foods Market July 2013 - September 2014
Ambrose Employer Group, LLC April 2011 - January 2012
Bond New York September 2009 - April 2011
Next Round, Inc October 2008 - February 2009
MFS Investment Management November 2004 - October 2008
Evergreen Investments July 2002 - November 2004
Skills
Human Resources, Employee Benefits, Onboarding, Kronos, LinkedIn Recruiter, Management, Peopl, E-Verify, Lawson HRIS, Payroll, Microsoft Office, Training, Outlook, Microsoft Excel, PowerPoint, Securities, Negotiation, Fixed Income, Trading, Mutual Funds, Workday, Recruiting, Sales
Education
Trinity College-Hartford
Bachelors, Psychology
University of York
Northwestern Mutual June 2015 - Present
Eduventures September 2014 - June 2015
Whole Foods Market July 2013 - September 2014
Ambrose Employer Group, LLC April 2011 - January 2012
Bond New York September 2009 - April 2011
Next Round, Inc October 2008 - February 2009
MFS Investment Management November 2004 - October 2008
Evergreen Investments July 2002 - November 2004
Skills
Human Resources, Employee Benefits, Onboarding, Kronos, LinkedIn Recruiter, Management, Peopl, E-Verify, Lawson HRIS, Payroll, Microsoft Office, Training, Outlook, Microsoft Excel, PowerPoint, Securities, Negotiation, Fixed Income, Trading, Mutual Funds, Workday, Recruiting, Sales
Education
Trinity College-Hartford
Bachelors, Psychology
University of York
Elke Urban Elke Urban's MFS Investment Management Experience August 2008 - August 2014
Job EVP, Chief Market Advisory Officer at Amundi Smith Breeden
Industry Financial Services
Experience
Amundi Smith Breeden December 2014 - Present
Amundi Smith Breeden September 2014 - December 2014
MFS Investment Management August 2008 - August 2014
Putnam Investments January 2001 - August 2008
Pioneer Investments 1997 - 2000
Skills
Financial Advisory, Marketing, Strategy, Marketing Strategy, Marketing Communications, Integrated Marketing
Education
Johann Wolfgang Goethe-Universität Frankfurt am Main 1983 — 1985
MA, Linguistics
JWG University Frankfurt am Main 1980 — 1983
BA, Modern Languages, Psychology
Amundi Smith Breeden December 2014 - Present
Amundi Smith Breeden September 2014 - December 2014
MFS Investment Management August 2008 - August 2014
Putnam Investments January 2001 - August 2008
Pioneer Investments 1997 - 2000
Skills
Financial Advisory, Marketing, Strategy, Marketing Strategy, Marketing Communications, Integrated Marketing
Education
Johann Wolfgang Goethe-Universität Frankfurt am Main 1983 — 1985
MA, Linguistics
JWG University Frankfurt am Main 1980 — 1983
BA, Modern Languages, Psychology
Craig Skelly's MFS Investment Management Experience October 2013 - Present
Job Client Service Representative at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management October 2013 - Present
BMC Investment Company, LLC April 2012 - December 2012
Lee Alpert & Co Real Estate April 2012 - December 2012
Lion Equity July 2012 - November 2012
Imagine Infill June 2012 - November 2012
Nantucket Valet July 2011 - September 2011
Nantucket Island Resorts June 2011 - September 2011
Detail Specialist June 2010 - September 2010
Skills
Series 63, Mutual Funds, Customer Service, Communication, Financial Services, Financial Management..., Finance, Microsoft Excel, Project Management, Market Research, Mergers & Acquisitions, Financial Analysis, Microsoft Word, PowerPoint, Microsoft Office, Certified Microsoft..., Financial Accounting, Public Speaking, Management, Critical Thinking, Hospitality, Leadership, Proficient in French, Experience with Maestro..., Social Media, Investments
Education
University of Denver - Daniels College of Business 2009 — 2013
BSBA, Finance, 3.37/4.00 Finance Specific
MFS Investment Management October 2013 - Present
BMC Investment Company, LLC April 2012 - December 2012
Lee Alpert & Co Real Estate April 2012 - December 2012
Lion Equity July 2012 - November 2012
Imagine Infill June 2012 - November 2012
Nantucket Valet July 2011 - September 2011
Nantucket Island Resorts June 2011 - September 2011
Detail Specialist June 2010 - September 2010
Skills
Series 63, Mutual Funds, Customer Service, Communication, Financial Services, Financial Management..., Finance, Microsoft Excel, Project Management, Market Research, Mergers & Acquisitions, Financial Analysis, Microsoft Word, PowerPoint, Microsoft Office, Certified Microsoft..., Financial Accounting, Public Speaking, Management, Critical Thinking, Hospitality, Leadership, Proficient in French, Experience with Maestro..., Social Media, Investments
Education
University of Denver - Daniels College of Business 2009 — 2013
BSBA, Finance, 3.37/4.00 Finance Specific
Chris Weiss, CIMA® Chris Weiss, CIMA®'s MFS Investment Management Experience November 2000 - April 2007
Job Financial Advisor at Brookline Bank, Infinex Investments, Inc.
Industry Financial Services
Experience
Brookline Bank, Infinex Investments, Inc. August 2015 - Present
Wellesley Investment Advisors, Inc. November 2010 - July 2015
Pacer Financial February 2010 - November 2010
Evergreen Investments April 2007 - December 2009
MFS Investment Management November 2000 - April 2007
MFS Investment Management November 1997 - November 2000
Skills
Investments, Relationship Management, Investment Management, Portfolio Management, Estate Planning, Series 7, Mutual Funds, Equities, Fixed Income
Education
Trinity College-Hartford 1988 — 1992
Holyoke High School 1984 — 1988
Brookline Bank, Infinex Investments, Inc. August 2015 - Present
Wellesley Investment Advisors, Inc. November 2010 - July 2015
Pacer Financial February 2010 - November 2010
Evergreen Investments April 2007 - December 2009
MFS Investment Management November 2000 - April 2007
MFS Investment Management November 1997 - November 2000
Skills
Investments, Relationship Management, Investment Management, Portfolio Management, Estate Planning, Series 7, Mutual Funds, Equities, Fixed Income
Education
Trinity College-Hartford 1988 — 1992
Holyoke High School 1984 — 1988
Tim Bottomly Tim Bottomly's MFS Investment Management Experience August 2004 - May 2012
Job Regional Wholesaler
Industry Financial Services
Experience
BCM Capital Management September 2013 - Present
Paychex May 2012 - September 2013
MFS Investment Management August 2004 - May 2012
Skills
Series 7, Series 63, Series 6, Series 65, Mutual Funds, 401k, Asset Allocation, Retirement, Retirement Planning, Alternative Investments, Uniform Combined State..., FINRA, Securities, Wealth Management, Investment Advisory, Fixed Annuities, ETFs, Separately Managed...
Education
The Catholic University of America 2000 — 2004
BCM Capital Management September 2013 - Present
Paychex May 2012 - September 2013
MFS Investment Management August 2004 - May 2012
Skills
Series 7, Series 63, Series 6, Series 65, Mutual Funds, 401k, Asset Allocation, Retirement, Retirement Planning, Alternative Investments, Uniform Combined State..., FINRA, Securities, Wealth Management, Investment Advisory, Fixed Annuities, ETFs, Separately Managed...
Education
The Catholic University of America 2000 — 2004
Colgate Smith Colgate Smith's MFS Investment Management Experience June 2012 - August 2012
Job Institutional Business Development
Industry Investment Management
Experience
Van Eck Global September 2013 - Present
MFS Investment Management June 2012 - August 2012
Barclays Capital September 2008 - July 2011
Lehman Brothers June 2006 - September 2008
Education
The Kellogg School of Management 2011 — 2013
MBA
Trinity College-Hartford 2002 — 2006
BA
The Hotchkiss School 1999 — 2002
High School Diploma
Van Eck Global September 2013 - Present
MFS Investment Management June 2012 - August 2012
Barclays Capital September 2008 - July 2011
Lehman Brothers June 2006 - September 2008
Education
The Kellogg School of Management 2011 — 2013
MBA
Trinity College-Hartford 2002 — 2006
BA
The Hotchkiss School 1999 — 2002
High School Diploma
Anna Karpasov Anna Karpasov's MFS Investment Management Experience October 2008 - July 2009
Job Senior UX Design Associate at athenahealth
Industry Design
Experience
athenahealth April 2013 - Present
AK/Design October 2009 - May 2013
Monitor Deloitte April 2010 - April 2013
MIT NextLab February 2010 - April 2010
MFS Investment Management October 2008 - July 2009
Lind-Waldock 2004 - 2008
Skills
Art Direction, Logo Design, Brochures, User Interface Design, Flash, Advertising, Direct Mail, Marketing, Storyboarding, Visual Communication, Creative Direction, Graphic Design, Typography, Adobe Creative Suite, User Experience, Corporate Identity, Illustrator, InDesign, Web Design, Layout, Corporate Branding, Branding & Identity, Interaction Design, Multimedia, Posters
Education
University of Illinois at Chicago 1996 — 2000
BA, Design
athenahealth April 2013 - Present
AK/Design October 2009 - May 2013
Monitor Deloitte April 2010 - April 2013
MIT NextLab February 2010 - April 2010
MFS Investment Management October 2008 - July 2009
Lind-Waldock 2004 - 2008
Skills
Art Direction, Logo Design, Brochures, User Interface Design, Flash, Advertising, Direct Mail, Marketing, Storyboarding, Visual Communication, Creative Direction, Graphic Design, Typography, Adobe Creative Suite, User Experience, Corporate Identity, Illustrator, InDesign, Web Design, Layout, Corporate Branding, Branding & Identity, Interaction Design, Multimedia, Posters
Education
University of Illinois at Chicago 1996 — 2000
BA, Design
Kevin Stutz Kevin Stutz's MFS Investment Management Experience June 1996 - September 2001
Job Sales Consultant | Wholesaler
Industry Financial Services
Experience
Meeder Investment Management May 2011 - Present
WealthCorp Inc, September 2009 - Present
AIG - SunAmerica October 2006 - December 2009
Federated Investors June 2002 - August 2006
MFS Investment Management June 1996 - September 2001
PrimeVest/Aragon 1989 - 1996
Skills
Wholesaling, Mutual Funds, 401k, Wealth Management, Retirement Planning, Investment Advisory, Alternative Investments, Marketing, Investments, Series 6, Wholesale, Financial Advisory, Fixed Annuities, Securities, Financial Services, Life Insurance, Asset Allocation, Series 7, Retirement, Series 63
Education
The University of Texas-Pan American 1982 — 1986
BBA, General Business
Meeder Investment Management May 2011 - Present
WealthCorp Inc, September 2009 - Present
AIG - SunAmerica October 2006 - December 2009
Federated Investors June 2002 - August 2006
MFS Investment Management June 1996 - September 2001
PrimeVest/Aragon 1989 - 1996
Skills
Wholesaling, Mutual Funds, 401k, Wealth Management, Retirement Planning, Investment Advisory, Alternative Investments, Marketing, Investments, Series 6, Wholesale, Financial Advisory, Fixed Annuities, Securities, Financial Services, Life Insurance, Asset Allocation, Series 7, Retirement, Series 63
Education
The University of Texas-Pan American 1982 — 1986
BBA, General Business
Will Duryea's MFS Investment Management Experience January 2014 - Present
Job Internal Sales
Industry Investment Management
Experience
MFS Investment Management January 2014 - Present
Choice Hotels International January 2013 - January 2014
HonorVerus Research June 2012 - July 2012
America's Growth Capital June 2011 - August 2011
Skills
Series 7, Series 63
Education
Tufts University 2008 — 2012
Bachelor of Arts, Studying History and Entrepreneurship
St. John's Prep 2004 — 2008
MFS Investment Management January 2014 - Present
Choice Hotels International January 2013 - January 2014
HonorVerus Research June 2012 - July 2012
America's Growth Capital June 2011 - August 2011
Skills
Series 7, Series 63
Education
Tufts University 2008 — 2012
Bachelor of Arts, Studying History and Entrepreneurship
St. John's Prep 2004 — 2008
Larry Lebatique Larry Lebatique's MFS Investment Management Experience June 1997 - July 2003
Job Director of Tennis Bass River Tennis Club
Industry Sports
Experience
AG Tennis Management May 2011 - Present
Bass River Tennis Club September 2008 - Present
Boston Sports Club of Lynnfield September 2006 - May 2008
Winchester Indoor Lawn & Tennis Center September 2003 - May 2006
MFS Investment Management June 1997 - July 2003
State Street Bank May 1993 - June 1997
Skills
Public Speaking, Tennis
Education
The University of Connecticut 1987 — 1992
Bachelor of Arts, Economic Finance
AG Tennis Management May 2011 - Present
Bass River Tennis Club September 2008 - Present
Boston Sports Club of Lynnfield September 2006 - May 2008
Winchester Indoor Lawn & Tennis Center September 2003 - May 2006
MFS Investment Management June 1997 - July 2003
State Street Bank May 1993 - June 1997
Skills
Public Speaking, Tennis
Education
The University of Connecticut 1987 — 1992
Bachelor of Arts, Economic Finance
Chris Scarcella Chris Scarcella's MFS Investment Management Experience 1987 - December 2012
Job Retired:Internal Wholesaler at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management 1987 - December 2012
MFS Investment Management 1996 - 2000
Skills
Series 6, Series 63, Separately Managed..., Mutual Funds, ETFs, Asset Allocation, Insurance, 401k, Retirement, Retirement Planning, Relationship Management, Wealth Management, Series 7, Investments, Financial Services
Education
University of Maine 1984 — 1987
BS, Business and Marketing
Needham High 1981 — 1984
MFS Investment Management 1987 - December 2012
MFS Investment Management 1996 - 2000
Skills
Series 6, Series 63, Separately Managed..., Mutual Funds, ETFs, Asset Allocation, Insurance, 401k, Retirement, Retirement Planning, Relationship Management, Wealth Management, Series 7, Investments, Financial Services
Education
University of Maine 1984 — 1987
BS, Business and Marketing
Needham High 1981 — 1984
Christine Dobson's MFS Investment Management Experience 2008 - May 2010
Job Associate Director, Central Region SGM Marketing Leader (Brand, Marketing & Communications) at EY
Industry Accounting
Experience
EY July 2014 - Present
EY January 2011 - July 2014
Diamond Management & Technology Consultants May 2010 - January 2011
MFS Investment Management 2008 - May 2010
Lauth Property Group 2007 - 2008
eswStorylab 2006 - 2007
Majestic Star Casino 2003 - 2006
Accenture 2001 - 2003
Skills
Strategic Planning, Marketing Strategy, Project Management, Email Marketing, Marketing, Advertising, Brand Development, Management, Event Planning, Corporate Communications, Entrepreneurship, Creative Direction, Program Management, Negotiation, Direct Mail, Media Planning, Event Management, Marketing Communications
Education
University of Illinois at Urbana-Champaign - College of Business 1997 — 2001
Bachelor of Science, Business Administration - Marketing
Marian Catholic HS 1993 — 1997
EY July 2014 - Present
EY January 2011 - July 2014
Diamond Management & Technology Consultants May 2010 - January 2011
MFS Investment Management 2008 - May 2010
Lauth Property Group 2007 - 2008
eswStorylab 2006 - 2007
Majestic Star Casino 2003 - 2006
Accenture 2001 - 2003
Skills
Strategic Planning, Marketing Strategy, Project Management, Email Marketing, Marketing, Advertising, Brand Development, Management, Event Planning, Corporate Communications, Entrepreneurship, Creative Direction, Program Management, Negotiation, Direct Mail, Media Planning, Event Management, Marketing Communications
Education
University of Illinois at Urbana-Champaign - College of Business 1997 — 2001
Bachelor of Science, Business Administration - Marketing
Marian Catholic HS 1993 — 1997
Devon Kohler Devon Kohler's MFS Investment Management Experience January 2014 - Present
Job Client Service Representative at MFS Investment Management
Industry
Experience
MFS Investment Management January 2014 - Present
Union College September 2012 - March 2013
Skills
Microsoft Excel, Microsoft Word, EViews, Market Analysis, Data Analysis, Market Research, Finance, Financial Services, Sales, Customer Service, PowerPoint, Financial Analysis, Communication, Microsoft Office
Education
Union College 2009 — 2013
Bachelor of Arts (B.A.), Economics
MFS Investment Management January 2014 - Present
Union College September 2012 - March 2013
Skills
Microsoft Excel, Microsoft Word, EViews, Market Analysis, Data Analysis, Market Research, Finance, Financial Services, Sales, Customer Service, PowerPoint, Financial Analysis, Communication, Microsoft Office
Education
Union College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Jaime Taylor's MFS Investment Management Experience February 2006 - April 2007
Job
Industry Insurance
Experience
Liberty Mutual Insurance August 2012 - Present
Peerless Insurance August 2008 - August 2012
Edward Jones April 2007 - August 2008
MFS Investment Management February 2006 - April 2007
Putnam Investments November 2004 - September 2005
Education
Thomas College 2002 — 2006
Marketing Management
Liberty Mutual Insurance August 2012 - Present
Peerless Insurance August 2008 - August 2012
Edward Jones April 2007 - August 2008
MFS Investment Management February 2006 - April 2007
Putnam Investments November 2004 - September 2005
Education
Thomas College 2002 — 2006
Marketing Management
Kyle Koelbel, CFA's MFS Investment Management Experience August 2001 - February 2004
Job
Industry Capital Markets
Experience
Rabobank, N.A. January 2015 - Present
Rabobank, N.A. January 2011 - December 2014
California Earthquake Authority September 2010 - December 2010
Redwood Trust, Inc. February 2007 - October 2009
World Savings February 2004 - January 2007
MFS Investment Management August 2001 - February 2004
Skills
Financial Modeling, Fixed Income, Portfolio Management, Capital Markets, Valuation, Investments, Finance, Corporate Finance, Due Diligence, Risk Management, Financial Analysis, Trading, Banking, Credit Risk
Education
University of Arizona 1996 — 2000
BS, Business Administration
Pacific Coast Banking School
Pacific Coast Banking School
Rabobank, N.A. January 2015 - Present
Rabobank, N.A. January 2011 - December 2014
California Earthquake Authority September 2010 - December 2010
Redwood Trust, Inc. February 2007 - October 2009
World Savings February 2004 - January 2007
MFS Investment Management August 2001 - February 2004
Skills
Financial Modeling, Fixed Income, Portfolio Management, Capital Markets, Valuation, Investments, Finance, Corporate Finance, Due Diligence, Risk Management, Financial Analysis, Trading, Banking, Credit Risk
Education
University of Arizona 1996 — 2000
BS, Business Administration
Pacific Coast Banking School
Pacific Coast Banking School
Lauren Emerson's MFS Investment Management Experience March 2012 - Present
Job Senior HR Business Analyst at MFS Investment Management
Industry Human Resources
Experience
MFS Investment Management March 2012 - Present
MFS Investment Management September 2005 - March 2012
MFS Investment Management May 2000 - September 2005
MFS Investment Management November 1998 - May 2000
Skills
HRIS, PeopleSoft, Business Process, Analytics, Security, Excel, Word, Workday, Taleo, Microsoft Excel, Microsoft Word
Education
University of Maine
MFS Investment Management March 2012 - Present
MFS Investment Management September 2005 - March 2012
MFS Investment Management May 2000 - September 2005
MFS Investment Management November 1998 - May 2000
Skills
HRIS, PeopleSoft, Business Process, Analytics, Security, Excel, Word, Workday, Taleo, Microsoft Excel, Microsoft Word
Education
University of Maine
Megan (Hurley) Demitropoulos's MFS Investment Management Experience November 2005 - August 2006
Job Director, Operations Transformation at City Year
Industry Information Technology and Services
Experience
City Year September 2012 - Present
City Year August 2011 - September 2012
City Year November 2009 - September 2011
Doreen Evans Associates January 2003 - November 2009
MFS Investment Management November 2005 - August 2006
Softscape September 2000 - February 2002
Skills
SDLC, Business Analysis, Requirements Gathering, Requirements Management, CRM, Visio, Process Improvement, Business Process..., Business Process, Business Requirements, Software Documentation, SharePoint, Software Project..., Analysis, Project Management, Management, Program Management
Education
Trinity College 1996 — 2000
BS, Computer Science
City Year September 2012 - Present
City Year August 2011 - September 2012
City Year November 2009 - September 2011
Doreen Evans Associates January 2003 - November 2009
MFS Investment Management November 2005 - August 2006
Softscape September 2000 - February 2002
Skills
SDLC, Business Analysis, Requirements Gathering, Requirements Management, CRM, Visio, Process Improvement, Business Process..., Business Process, Business Requirements, Software Documentation, SharePoint, Software Project..., Analysis, Project Management, Management, Program Management
Education
Trinity College 1996 — 2000
BS, Computer Science
Ada Baker's MFS Investment Management Experience September 1994 - December 2004
Job senior regional vp at dws/deutsche bank group
Industry Financial Services
Experience
DWS Investments/Deutsche Bank December 2004 - Present
Deutsche Bank 2004 - Present
MFS Investment Management September 1994 - December 2004
Education
uc santa barbara 1979 — 1983
DWS Investments/Deutsche Bank December 2004 - Present
Deutsche Bank 2004 - Present
MFS Investment Management September 1994 - December 2004
Education
uc santa barbara 1979 — 1983
Miguel Segimon's MFS Investment Management Experience 2000 - 2007
Job Information Security Manager at Pioneer Investments
Industry Computer & Network Security
Experience
Pioneer Investments June 2011 - Present
Pioneer Investments April 2007 - June 2011
MFS Investment Management 2000 - 2007
Welsh Consulting April 1998 - April 2000
Skills
CISSP, Disaster Recovery, LDAP, Security, Enterprise Architecture, Active Directory, Server Architecture, SDLC, Solaris, Unix, Virtualization, VMware, System Administration, TCP/IP, Architecture, DNS, Servers, Integration, Mac OS X, Mobile Devices, Network Security, Computer Security, Firewalls, Information Security
Education
Tufts University 1993 — 1997
Bachelor of Science, Human Factors Engineering
Pioneer Investments June 2011 - Present
Pioneer Investments April 2007 - June 2011
MFS Investment Management 2000 - 2007
Welsh Consulting April 1998 - April 2000
Skills
CISSP, Disaster Recovery, LDAP, Security, Enterprise Architecture, Active Directory, Server Architecture, SDLC, Solaris, Unix, Virtualization, VMware, System Administration, TCP/IP, Architecture, DNS, Servers, Integration, Mac OS X, Mobile Devices, Network Security, Computer Security, Firewalls, Information Security
Education
Tufts University 1993 — 1997
Bachelor of Science, Human Factors Engineering
David Reynolds CRPC's MFS Investment Management Experience 1997 - 2003
Job Regional VP / Wholesaler Transamerica Capital
Industry Financial Services
Experience
Transamerica Capital Management February 2007 - Present
Genworth Financial 2005 - 2007
CCO Investment Services 2003 - 2005
MFS Investment Management 1997 - 2003
Skills
Series 63, Mutual Funds, 401k, Fixed Annuities, Retirement, Retirement Planning, Series 6, Series 7, Variable Annuities, Series 24, Series 65, Asset Allocation, FINRA
Education
The Catholic University of America 1993 — 1997
BA, Political Science
Transamerica Capital Management February 2007 - Present
Genworth Financial 2005 - 2007
CCO Investment Services 2003 - 2005
MFS Investment Management 1997 - 2003
Skills
Series 63, Mutual Funds, 401k, Fixed Annuities, Retirement, Retirement Planning, Series 6, Series 7, Variable Annuities, Series 24, Series 65, Asset Allocation, FINRA
Education
The Catholic University of America 1993 — 1997
BA, Political Science
Alan Wensink's MFS Investment Management Experience October 2005 - April 2006
Job Project Manager
Industry Financial Services
Experience
Putnam Investments August 2010 - Present
The Hartford April 2006 - August 2009
MFS Investment Management October 2005 - April 2006
MFS Investment Management September 2004 - October 2005
Skills
Retirement, Mutual Funds, Investments, Series 7, Series 63, Financial Services, Securities, Retirement Planning, Asset Allocation, Pensions, 401k, Wealth Management, Series 6, Financial Analysis, Employee Benefits, Alternative Investments
Education
University of Maine 2000 — 2004
BS, Finance, Economics
Putnam Investments August 2010 - Present
The Hartford April 2006 - August 2009
MFS Investment Management October 2005 - April 2006
MFS Investment Management September 2004 - October 2005
Skills
Retirement, Mutual Funds, Investments, Series 7, Series 63, Financial Services, Securities, Retirement Planning, Asset Allocation, Pensions, 401k, Wealth Management, Series 6, Financial Analysis, Employee Benefits, Alternative Investments
Education
University of Maine 2000 — 2004
BS, Finance, Economics
Kyle Schuenemann, CIMA's MFS Investment Management Experience February 2007 - Present
Job Managing Director at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management February 2007 - Present
MFS Investment Management December 2000 - January 2007
AIM Investments April 1994 - November 2000
Skills
Series 63, Mutual Funds, Series 6, Series 24, Asset Allocation, Series 65, Retirement Planning, Retirement, 401k, Investments, Investment Management, Asset Management, Investment Strategies, Series 7, Financial Services, Uniform Combined State..., Portfolio Management, Investment Advisory
Education
Texas A&M University 1989 — 1993
Bachelor of Science (B.S.) - Cum Laude, Political Science
MFS Investment Management February 2007 - Present
MFS Investment Management December 2000 - January 2007
AIM Investments April 1994 - November 2000
Skills
Series 63, Mutual Funds, Series 6, Series 24, Asset Allocation, Series 65, Retirement Planning, Retirement, 401k, Investments, Investment Management, Asset Management, Investment Strategies, Series 7, Financial Services, Uniform Combined State..., Portfolio Management, Investment Advisory
Education
Texas A&M University 1989 — 1993
Bachelor of Science (B.S.) - Cum Laude, Political Science
Jeff Markham's MFS Investment Management Experience 2004 - September 2014
Job Help small businesses in the Phoenix area improve their risk management program to be better protected.
Industry Insurance
Experience
Leavitt Group 2015 - Present
United Insurance Consultants, LLC September 2014 - April 2015
MFS Investment Management 2004 - September 2014
Skills
Series 63, Mutual Funds, Series 7, Account Management, Sales, Strategic Planning, Investments, Marketing Strategy, Direct Sales, Marketing, Salesforce.com, Sales Management, Real Estate, Asset Management, New Business Development, Selling, Asset Allocation, Health Insurance, Insurance, Business Development
Education
University of Arizona 1998 — 2002
Bachelor of Commerce (B.Com.)
Brophy College Preparatory 1995 — 1998
Leavitt Group 2015 - Present
United Insurance Consultants, LLC September 2014 - April 2015
MFS Investment Management 2004 - September 2014
Skills
Series 63, Mutual Funds, Series 7, Account Management, Sales, Strategic Planning, Investments, Marketing Strategy, Direct Sales, Marketing, Salesforce.com, Sales Management, Real Estate, Asset Management, New Business Development, Selling, Asset Allocation, Health Insurance, Insurance, Business Development
Education
University of Arizona 1998 — 2002
Bachelor of Commerce (B.Com.)
Brophy College Preparatory 1995 — 1998
Deborah Collum's MFS Investment Management Experience 1994 - 1998
Job VP & General Counsel at NEC Energy Solutions
Industry Renewables & Environment
Experience
NEC Energy Solutions April 2015 - Present
Ameresco April 2010 - March 2015
MFS Investment Management 1994 - 1998
Sullivan and Worcester 1985 - 1994
Skills
Contract Negotiation, International..., Dispute Resolution, Energy Performance..., Government Contracting, Project Finance, M&A experience, Contract Management, Legal Writing, Mergers & Acquisitions, Management, Due Diligence
Education
University of Chicago Law School
J.D.
NEC Energy Solutions April 2015 - Present
Ameresco April 2010 - March 2015
MFS Investment Management 1994 - 1998
Sullivan and Worcester 1985 - 1994
Skills
Contract Negotiation, International..., Dispute Resolution, Energy Performance..., Government Contracting, Project Finance, M&A experience, Contract Management, Legal Writing, Mergers & Acquisitions, Management, Due Diligence
Education
University of Chicago Law School
J.D.
Matt Krummell's MFS Investment Management Experience July 2001 - Present
Job Portfolio Manager at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management July 2001 - Present
Pioneer Investments September 1998 - July 2001
Putnam Investments September 1996 - September 1998
Mellon Capital Management March 1991 - August 1994
Education
The University of Chicago Booth School of Business 1994 — 1996
MBA, Finance
University of California, Berkeley 1986 — 1990
BA, Economics
MFS Investment Management July 2001 - Present
Pioneer Investments September 1998 - July 2001
Putnam Investments September 1996 - September 1998
Mellon Capital Management March 1991 - August 1994
Education
The University of Chicago Booth School of Business 1994 — 1996
MBA, Finance
University of California, Berkeley 1986 — 1990
BA, Economics
Akesh Kumar's MFS Investment Management Experience February 2007 - June 2007
Job Team Lead at Fannie Mae
Industry Information Technology and Services
Experience
Fannie Mae August 2008 - Present
Lancesoft May 2007 - July 2008
MFS Investment Management February 2007 - June 2007
Freddie Mac September 2005 - February 2007
America Online February 2005 - August 2005
Freddie Mac April 2004 - January 2005
MCI Inc June 2002 - April 2004
Sybase 2000 - 2001
Karvy Global Services 1996 - 2000
Skills
Sybase ASE, Data Warehousing, Management, Sybase, Data Migration, SDLC, Oracle, Microsoft SQL Server, Performance Tuning, Databases, Integration, SQL Tuning, Architecture, Unix, Business Intelligence, Database Design, Testing, Requirements Analysis, Database Administration, Business Analysis, SOA, ETL, DB2, PL/SQL, IT Strategy, Data Modeling, T-SQL, Enterprise Architecture, ITIL, SQL, Software Project..., Unix Shell Scripting, Disaster Recovery
Education
Institute of Human Resource Devlopment (IHRD) 1994 — 1995
University of Calicut 1991 — 1994
University of Calicut 1989 — 1994
Fannie Mae August 2008 - Present
Lancesoft May 2007 - July 2008
MFS Investment Management February 2007 - June 2007
Freddie Mac September 2005 - February 2007
America Online February 2005 - August 2005
Freddie Mac April 2004 - January 2005
MCI Inc June 2002 - April 2004
Sybase 2000 - 2001
Karvy Global Services 1996 - 2000
Skills
Sybase ASE, Data Warehousing, Management, Sybase, Data Migration, SDLC, Oracle, Microsoft SQL Server, Performance Tuning, Databases, Integration, SQL Tuning, Architecture, Unix, Business Intelligence, Database Design, Testing, Requirements Analysis, Database Administration, Business Analysis, SOA, ETL, DB2, PL/SQL, IT Strategy, Data Modeling, T-SQL, Enterprise Architecture, ITIL, SQL, Software Project..., Unix Shell Scripting, Disaster Recovery
Education
Institute of Human Resource Devlopment (IHRD) 1994 — 1995
University of Calicut 1991 — 1994
University of Calicut 1989 — 1994
Matthew Halperin,CFA's MFS Investment Management Experience October 2014 - Present
Job Independent Global Risk Officer / Senior Vice President at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management October 2014 - Present
TIAA-CREF January 2005 - September 2014
Spyglass Capital July 2003 - December 2004
Putnam Investments 1996 - 2003
Allstate 1990 - 1996
Skills
Derivatives, Risk Management, Insurance, Bonds, Asset Liability..., Portfolio Management, Retirement Savings, Qualified Retirement..., 403 b, Product Lifecycle..., Mutual Funds, Alternative Investments, ALM, Fixed Income, Options, Investment Strategies, Equities, Fund Due Diligence, Life Insurance, Asset Allocation, Alternative Assets, Variable Annuities, Endowment Funds, Commodity, Private Equity, Investments
Education
The University of Chicago Booth School of Business 1985 — 1987
MBA, Finance
University of Chicago 1980 — 1984
BA, History of Science
Ransom-Everglades 1977 — 1980
MFS Investment Management October 2014 - Present
TIAA-CREF January 2005 - September 2014
Spyglass Capital July 2003 - December 2004
Putnam Investments 1996 - 2003
Allstate 1990 - 1996
Skills
Derivatives, Risk Management, Insurance, Bonds, Asset Liability..., Portfolio Management, Retirement Savings, Qualified Retirement..., 403 b, Product Lifecycle..., Mutual Funds, Alternative Investments, ALM, Fixed Income, Options, Investment Strategies, Equities, Fund Due Diligence, Life Insurance, Asset Allocation, Alternative Assets, Variable Annuities, Endowment Funds, Commodity, Private Equity, Investments
Education
The University of Chicago Booth School of Business 1985 — 1987
MBA, Finance
University of Chicago 1980 — 1984
BA, History of Science
Ransom-Everglades 1977 — 1980
Shana (Carney) Barmoy's MFS Investment Management Experience February 2012 - Present
Job CPA, CFE
Industry Accounting
Experience
MFS Investment Management February 2012 - Present
MFS Investment Management June 2008 - February 2012
VanceCronin January 2007 - June 2008
PricewaterhouseCoopers July 2005 - December 2006
Skills
SEC reporting, SOX, Internal Controls, Audit, Internal Audit, SEC filings, Sarbanes-Oxley Act, GAAP, Auditing, US GAAP, Sarbanes-Oxley, COSO, Financial Audits, Financial Statements, SOX 404, CPA
Education
University of Maine 2000 — 2005
Mastors of Science, Accounting
MFS Investment Management February 2012 - Present
MFS Investment Management June 2008 - February 2012
VanceCronin January 2007 - June 2008
PricewaterhouseCoopers July 2005 - December 2006
Skills
SEC reporting, SOX, Internal Controls, Audit, Internal Audit, SEC filings, Sarbanes-Oxley Act, GAAP, Auditing, US GAAP, Sarbanes-Oxley, COSO, Financial Audits, Financial Statements, SOX 404, CPA
Education
University of Maine 2000 — 2005
Mastors of Science, Accounting
David Stepanis's MFS Investment Management Experience September 1999 - November 2005
Job Vice President Portfolio Analytics at HarbourVest Partners
Industry Financial Services
Experience
HarbourVest Partners October 2014 - Present
HarbourVest Partners November 2012 - October 2014
HarbourVest Partners November 2008 - November 2012
HarbourVest Partners November 2005 - November 2008
MFS Investment Management September 1999 - November 2005
Scudder Kemper Investments 1998 - 1999
Skills
Budgets, Management, Financial Modeling, Mutual Funds, Portfolio Management, Private Equity, Valuation, Venture Capital
Education
Trinity College-Hartford 1995 — 1998
BA, Economics
HarbourVest Partners October 2014 - Present
HarbourVest Partners November 2012 - October 2014
HarbourVest Partners November 2008 - November 2012
HarbourVest Partners November 2005 - November 2008
MFS Investment Management September 1999 - November 2005
Scudder Kemper Investments 1998 - 1999
Skills
Budgets, Management, Financial Modeling, Mutual Funds, Portfolio Management, Private Equity, Valuation, Venture Capital
Education
Trinity College-Hartford 1995 — 1998
BA, Economics
Tom McNichols's MFS Investment Management Experience Compliance OfficerMFS Investment Mgmt Co2005 - Present
Job Compliance Officer at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management Compliance OfficerMFS Investment Mgmt Co2005 - Present
Education
The University of Texas at Austin 1976 — 1980
MFS Investment Management Compliance OfficerMFS Investment Mgmt Co2005 - Present
Education
The University of Texas at Austin 1976 — 1980
Ira Krolick's MFS Investment Management Experience February 1999 - December 2004
Job Senior Vice President Business Development at Financial Recovery Technologies
Industry Investment Management
Experience
Financial Recovery Technologies October 2014 - Present
J.P. Morgan March 2011 - August 2014
JP Morgan February 2009 - March 2010
Deutsche Asset Management March 2007 - August 2009
Deutsche Asset Management July 2006 - March 2007
Independent Consultant May 2005 - July 2006
MFS Investment Management February 1999 - December 2004
Putnam Investments September 1997 - February 1999
SBC WARBURG DILLON READ, INC June 1997 - September 1997
MORGAN STANLEY ASSET MANAGEMENT INC June 1990 - June 1997
Skills
Portfolio Management, Asset Management, Investments, Asset Managment, Equities, Hedge Funds, Banking, Financial Services, Fixed Income, Securities, Mutual Funds, Product Management, Alternative Investments, CRM, Mergers & Acquisitions
Education
University of Hartford 1982 — 1985
Bachelor of Science in Business Administration, International Finance & Economics
Financial Recovery Technologies October 2014 - Present
J.P. Morgan March 2011 - August 2014
JP Morgan February 2009 - March 2010
Deutsche Asset Management March 2007 - August 2009
Deutsche Asset Management July 2006 - March 2007
Independent Consultant May 2005 - July 2006
MFS Investment Management February 1999 - December 2004
Putnam Investments September 1997 - February 1999
SBC WARBURG DILLON READ, INC June 1997 - September 1997
MORGAN STANLEY ASSET MANAGEMENT INC June 1990 - June 1997
Skills
Portfolio Management, Asset Management, Investments, Asset Managment, Equities, Hedge Funds, Banking, Financial Services, Fixed Income, Securities, Mutual Funds, Product Management, Alternative Investments, CRM, Mergers & Acquisitions
Education
University of Hartford 1982 — 1985
Bachelor of Science in Business Administration, International Finance & Economics
Chris Hedges, CIMC's MFS Investment Management Experience 2000 - Present
Job Managing Director at MFS Investment Management
Industry Financial Services
Experience
mfs investment management 2000 - Present
MFS Investment Management January 2001 - February 2008
Allmerica Financial April 1998 - December 2000
Skills
Investment Strategies, Strategic Financial..., Marketing Strategy, Series 63, Series 7, Mutual Funds, Asset Allocation, Fixed Annuities, Series 6, Separately Managed..., Alternative Investments, ETFs
Education
The College of Wooster 1984 — 1988
BA, Economics
mfs investment management 2000 - Present
MFS Investment Management January 2001 - February 2008
Allmerica Financial April 1998 - December 2000
Skills
Investment Strategies, Strategic Financial..., Marketing Strategy, Series 63, Series 7, Mutual Funds, Asset Allocation, Fixed Annuities, Series 6, Separately Managed..., Alternative Investments, ETFs
Education
The College of Wooster 1984 — 1988
BA, Economics
Jill Guarino's MFS Investment Management Experience 1999 - 2001
Job Sales Representative at Breg
Industry Sports
Experience
Breg January 2015 - Present
Breg April 2013 - Present
Siena College June 2003 - June 2013
MFS Investment Management 1999 - 2001
Skills
Athletics, Public Speaking, Leadership, Higher Education, Sales, Healthcare, Athletic Training
Education
University of Connecticut 1997 — 2001
Master of Arts (M.A.), Biomechanics - Education
North Adams State College 1993 — 1997
Bachelor of Arts (B.A.), Biology - Sports Medicine
Breg January 2015 - Present
Breg April 2013 - Present
Siena College June 2003 - June 2013
MFS Investment Management 1999 - 2001
Skills
Athletics, Public Speaking, Leadership, Higher Education, Sales, Healthcare, Athletic Training
Education
University of Connecticut 1997 — 2001
Master of Arts (M.A.), Biomechanics - Education
North Adams State College 1993 — 1997
Bachelor of Arts (B.A.), Biology - Sports Medicine
Ryan McAllister's MFS Investment Management Experience September 2007 - Present
Job Equity Analyst at MFS Investment Management
Industry Oil & Energy
Experience
MFS Investment Management September 2007 - Present
LaSalle Bank August 2002 - June 2005
Deutsche Bank June 2000 - March 2002
Skills
Asset Management, Bloomberg, Capital Markets, Equities, Equity Research, Financial Analysis, Financial Modeling, Investments, Securities, Strategy, Valuation, Corporate Finance
Education
The University of Chicago Booth School of Business 2005 — 2007
MBA, Finance, Accounting, Economics
University of Notre Dame 1996 — 2000
BBA, Finance
MFS Investment Management September 2007 - Present
LaSalle Bank August 2002 - June 2005
Deutsche Bank June 2000 - March 2002
Skills
Asset Management, Bloomberg, Capital Markets, Equities, Equity Research, Financial Analysis, Financial Modeling, Investments, Securities, Strategy, Valuation, Corporate Finance
Education
The University of Chicago Booth School of Business 2005 — 2007
MBA, Finance, Accounting, Economics
University of Notre Dame 1996 — 2000
BBA, Finance
Thomas DeMello's MFS Investment Management Experience May 2000 - December 2005
Job Head of Global Talent Acquisition
Industry Research
Experience
The Bank of New York Mellon April 2006 - December 2014
MFS Investment Management May 2000 - December 2005
Arthur D. Little May 1999 - May 2000
Wellington Management February 1997 - May 1999
Skills
Financial Services, Human Resources, Leadership, Mutual Funds, Project Management, Recruiting, Vendor Management, Onboarding, SDLC, Talent Acquisition, CRM, Employee Benefits, Hiring, Strategy, Employee Relations, Management, Talent Management
Education
Tufts University
Bachelor of Arts (B.A.), English
The Bank of New York Mellon April 2006 - December 2014
MFS Investment Management May 2000 - December 2005
Arthur D. Little May 1999 - May 2000
Wellington Management February 1997 - May 1999
Skills
Financial Services, Human Resources, Leadership, Mutual Funds, Project Management, Recruiting, Vendor Management, Onboarding, SDLC, Talent Acquisition, CRM, Employee Benefits, Hiring, Strategy, Employee Relations, Management, Talent Management
Education
Tufts University
Bachelor of Arts (B.A.), English
Francisco Amado's MFS Investment Management Experience September 2010 - Present
Job Regional Sales Representative at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management September 2010 - Present
Fidelity Investments December 2005 - February 2009
Evergreen Investments November 2004 - December 2005
Fidelity Investments July 2003 - November 2004
Charles Schwab 1999 - 2003
International Community Marketing March 1996 - August 1997
Skills
CRM, Mutual Funds, Investments, Sales, Marketing Strategy, Management, Sales Operations, 401k, Analysis, Product Development
Education
University of Central Florida - College of Business Administration 1993 — 1999
BS/BA, Finance, Legal Studies
College
MFS Investment Management September 2010 - Present
Fidelity Investments December 2005 - February 2009
Evergreen Investments November 2004 - December 2005
Fidelity Investments July 2003 - November 2004
Charles Schwab 1999 - 2003
International Community Marketing March 1996 - August 1997
Skills
CRM, Mutual Funds, Investments, Sales, Marketing Strategy, Management, Sales Operations, 401k, Analysis, Product Development
Education
University of Central Florida - College of Business Administration 1993 — 1999
BS/BA, Finance, Legal Studies
College
Danielle Spry's MFS Investment Management Experience December 2007 - Present
Job Regional Manager at MFS Investment Management, CIMA
Industry Financial Services
Experience
MFS Investment Management December 2007 - Present
Mercer June 2007 - December 2007
Skills
Banking
Education
The George Washington University - School of Business
Bachelor of Business Administration, International Business
Universidad de Sevilla
MFS Investment Management December 2007 - Present
Mercer June 2007 - December 2007
Skills
Banking
Education
The George Washington University - School of Business
Bachelor of Business Administration, International Business
Universidad de Sevilla
Diane Stevens's MFS Investment Management Experience 1994 - 2004
Job Psychiatrist at Beth Israel Deaconess Medical Center
Industry Medical Practice
Experience
Faulkner Hospital July 2012 - Present
Beth Israel Deaconess Medical Center July 2012 - Present
Brigham and Women's Hospital July 2009 - June 2012
Dartmouth Hitchcock Medical Center June 2008 - June 2009
MFS Investment Management 1994 - 2004
John Hancock August 1984 - May 1994
Education
Tufts University School of Medicine 2004 — 2008
MD, Medicine
Wesleyan University 1977 — 1981
BA, English
Faulkner Hospital July 2012 - Present
Beth Israel Deaconess Medical Center July 2012 - Present
Brigham and Women's Hospital July 2009 - June 2012
Dartmouth Hitchcock Medical Center June 2008 - June 2009
MFS Investment Management 1994 - 2004
John Hancock August 1984 - May 1994
Education
Tufts University School of Medicine 2004 — 2008
MD, Medicine
Wesleyan University 1977 — 1981
BA, English
Nate Gray's MFS Investment Management Experience January 2006 - November 2006
Job Regional Vice President at Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments, US June 2010 - Present
Columbia Management November 2006 - May 2010
MFS Investment Management January 2006 - November 2006
Skills
CRPC, Series 7, Series 6, Series 63, Series 65
Education
University of Maine 2000 — 2005
Bachelors, Business, Finance
Columbia Threadneedle Investments, US June 2010 - Present
Columbia Management November 2006 - May 2010
MFS Investment Management January 2006 - November 2006
Skills
CRPC, Series 7, Series 6, Series 63, Series 65
Education
University of Maine 2000 — 2005
Bachelors, Business, Finance
Youlia Bowerman's MFS Investment Management Experience June 2006 - December 2008
Job Vice President at State Street Global Advisers
Industry Financial Services
Experience
State Street Global Advisers January 2008 - Present
MFS Investment Management June 2006 - December 2008
MFS Investment Management April 2003 - June 2006
MFS Investment Management February 2002 - April 2003
MFS Investment Management May 2000 - February 2002
Skills
Investment Management, Financial Analysis, Risk Management, Business Analysis, Financial Markets, Financial Risk
Education
Tufts University - The Fletcher School of Law and Diplomacy 1998 — 2000
MALD, International Business
University of Maine at Orono 1993 — 1996
Bachelor of Arts (B.A.), Foreign Languages and Economics
State Street Global Advisers January 2008 - Present
MFS Investment Management June 2006 - December 2008
MFS Investment Management April 2003 - June 2006
MFS Investment Management February 2002 - April 2003
MFS Investment Management May 2000 - February 2002
Skills
Investment Management, Financial Analysis, Risk Management, Business Analysis, Financial Markets, Financial Risk
Education
Tufts University - The Fletcher School of Law and Diplomacy 1998 — 2000
MALD, International Business
University of Maine at Orono 1993 — 1996
Bachelor of Arts (B.A.), Foreign Languages and Economics
Steve Futoran's MFS Investment Management Experience 2005 - 2007
Job Regional Director at Wells Fargo
Industry Financial Services
Experience
Wells Fargo February 2008 - Present
AllianceBernstein 2007 - 2008
MFS Investment Management 2005 - 2007
OppenheimerFunds 1997 - 2005
Skills
Series 63, Series 7, Mutual Funds, Separately Managed..., Asset Allocation, Series 66
Education
University of Hartford 1988 — 1992
Bachelor of Arts, Political Science
Wells Fargo February 2008 - Present
AllianceBernstein 2007 - 2008
MFS Investment Management 2005 - 2007
OppenheimerFunds 1997 - 2005
Skills
Series 63, Series 7, Mutual Funds, Separately Managed..., Asset Allocation, Series 66
Education
University of Hartford 1988 — 1992
Bachelor of Arts, Political Science
Ward Brown's MFS Investment Management Experience August 2005 - Present
Job portfolio manager at mfsinvestmentmanagement
Industry Financial Services
Experience
MFS Investment Management August 2005 - Present
International Monetary Fund October 1998 - August 2005
Skills
Portfolio Management, Economics, Fixed Income, Macroeconomics, Asset Managment, Emerging Markets
Education
The London School of Economics and Political Science (LSE) 1992 — 1998
MSc., PhD, Economics
MFS Investment Management August 2005 - Present
International Monetary Fund October 1998 - August 2005
Skills
Portfolio Management, Economics, Fixed Income, Macroeconomics, Asset Managment, Emerging Markets
Education
The London School of Economics and Political Science (LSE) 1992 — 1998
MSc., PhD, Economics
Jeffrey Carmignani's MFS Investment Management Experience July 1998 - July 2004
Job Vice President, Global Outsourcing Deal Team at Bank of New York Mellon
Industry Financial Services
Experience
Bank of New York Mellon June 2015 - Present
Bank of New York Mellon June 2013 - June 2015
Bank of New York Mellon January 2010 - June 2013
Bank of New York Mellon October 2005 - January 2010
Investors Bank & Trust October 2004 - September 2005
MFS Investment Management July 1998 - July 2004
Skills
Settlement, Middle Office, Mutual Funds, Fixed Income, Corporate Actions, Back Office, Equities, Securities, Bloomberg, Derivatives, Trading, Alternative Investments, Swaps, Asset Managment, Fund Accounting, FX Options, Financial Services, Asset Allocation, Capital Markets, SWIFT payments
Education
Western New England University 2000 — 2001
MBA, Finance
University of Florida 1995 — 1998
Bachelor of Science, Finance
Bank of New York Mellon June 2015 - Present
Bank of New York Mellon June 2013 - June 2015
Bank of New York Mellon January 2010 - June 2013
Bank of New York Mellon October 2005 - January 2010
Investors Bank & Trust October 2004 - September 2005
MFS Investment Management July 1998 - July 2004
Skills
Settlement, Middle Office, Mutual Funds, Fixed Income, Corporate Actions, Back Office, Equities, Securities, Bloomberg, Derivatives, Trading, Alternative Investments, Swaps, Asset Managment, Fund Accounting, FX Options, Financial Services, Asset Allocation, Capital Markets, SWIFT payments
Education
Western New England University 2000 — 2001
MBA, Finance
University of Florida 1995 — 1998
Bachelor of Science, Finance
Kerry Oliver May's MFS Investment Management Experience June 2010 - September 2010
Job Contract Marketing Manager at Fidelity Investments
Industry Marketing and Advertising
Experience
Fidelity Investments September 2010 - Present
MFS Investment Management June 2010 - September 2010
MFS Investment Management February 2009 - May 2010
Fidelity Investments - Fidelity Communications + Advertising September 2007 - November 2008
Fidelity Investments May 2007 - September 2007
Fidelity Investments August 2004 - April 2007
Fidelity Investments Advertising Agency July 2000 - August 2004
Education
University of Maine 1987 — 1991
Bachelor of Arts (B.A.), International Relations and Affairs
Fidelity Investments September 2010 - Present
MFS Investment Management June 2010 - September 2010
MFS Investment Management February 2009 - May 2010
Fidelity Investments - Fidelity Communications + Advertising September 2007 - November 2008
Fidelity Investments May 2007 - September 2007
Fidelity Investments August 2004 - April 2007
Fidelity Investments Advertising Agency July 2000 - August 2004
Education
University of Maine 1987 — 1991
Bachelor of Arts (B.A.), International Relations and Affairs
David Antonelli's MFS Investment Management Experience June 2008 - August 2008
Job Equity Trader at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2010 - Present
Credit Suisse First Boston June 2009 - August 2009
MFS Investment Management June 2008 - August 2008
MFS Investment Management June 2007 - August 2007
Education
Tufts University 2006 — 2010
BA, English
Belmont Hill 1999 — 2006
Fidelity Investments July 2010 - Present
Credit Suisse First Boston June 2009 - August 2009
MFS Investment Management June 2008 - August 2008
MFS Investment Management June 2007 - August 2007
Education
Tufts University 2006 — 2010
BA, English
Belmont Hill 1999 — 2006
Mark Weinburg's MFS Investment Management Experience March 1989 - Present
Job Senior Vice President at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management March 1989 - Present
Huff, Barrington & Owens January 1984 - March 1989
STSC Inc July 1983 - December 1984
STSC / Scientific Time Sharing Corporation 1983 - 1984
H. C. Wainwright & Co., Economics October 1978 - July 1983
Education
The University of Chicago 1971 — 1978
MA, History
Tufts University 1966 — 1970
BS, Chemistry and Mathematics
MFS Investment Management March 1989 - Present
Huff, Barrington & Owens January 1984 - March 1989
STSC Inc July 1983 - December 1984
STSC / Scientific Time Sharing Corporation 1983 - 1984
H. C. Wainwright & Co., Economics October 1978 - July 1983
Education
The University of Chicago 1971 — 1978
MA, History
Tufts University 1966 — 1970
BS, Chemistry and Mathematics
Kristan Collins's MFS Investment Management Experience May 1996 - April 2003
Job Product Management, Marketing and Operations Professional
Industry Financial Services
Experience
Boston Hill Advisors, LLC August 2006 - June 2009
Boston Advisors May 2004 - August 2006
US Trust March 2004 - May 2004
MFS Investment Management May 1996 - April 2003
Education
University of Maine 1990 — 1993
Bachelor’s Degree, Public Administration
Boston Hill Advisors, LLC August 2006 - June 2009
Boston Advisors May 2004 - August 2006
US Trust March 2004 - May 2004
MFS Investment Management May 1996 - April 2003
Education
University of Maine 1990 — 1993
Bachelor’s Degree, Public Administration
Walter Kenyon's MFS Investment Management Experience 1980 - 1993
Job Financial Services Professional
Industry Financial Services
Experience
Rydex Investments April 2003 - January 2009
Prudential Investments December 1998 - September 2001
American Skandia January 1995 - November 1998
MFS Investment Management 1980 - 1993
Skills
Investments, Alternative Investments, Mutual Funds, Relationship Management, Leadership, Management, Sales, Series 7, Series 63, Asset Allocation, Securities, Negotiation, Wealth Management, Hedge Funds, Investment Advisory, Equities, Asset Management, Fixed Income, ETFs, Investment Strategies, Financial Services, Retirement, 401k, Fixed Annuities, Investment Management, Retirement Planning, Strategic Financial..., Separately Managed..., Portfolio Management, Due Diligence, FINRA
Education
Tufts University 1975 — 1979
BA, Economics and Political Science
Rydex Investments April 2003 - January 2009
Prudential Investments December 1998 - September 2001
American Skandia January 1995 - November 1998
MFS Investment Management 1980 - 1993
Skills
Investments, Alternative Investments, Mutual Funds, Relationship Management, Leadership, Management, Sales, Series 7, Series 63, Asset Allocation, Securities, Negotiation, Wealth Management, Hedge Funds, Investment Advisory, Equities, Asset Management, Fixed Income, ETFs, Investment Strategies, Financial Services, Retirement, 401k, Fixed Annuities, Investment Management, Retirement Planning, Strategic Financial..., Separately Managed..., Portfolio Management, Due Diligence, FINRA
Education
Tufts University 1975 — 1979
BA, Economics and Political Science
Christine Girvan's MFS Investment Management Experience February 2010 - Present
Job Managing Director, Sales Canada at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management February 2010 - Present
Fortis Investment Management Canada Ltd November 2000 - January 2010
Guardian Capital Inc. May 1995 - November 2000
Education
Université Jean Moulin (Lyon III) 1985 — 1990
DESS, Gestion de Patrimoine ( Financial planning and Portfolio management)
MFS Investment Management February 2010 - Present
Fortis Investment Management Canada Ltd November 2000 - January 2010
Guardian Capital Inc. May 1995 - November 2000
Education
Université Jean Moulin (Lyon III) 1985 — 1990
DESS, Gestion de Patrimoine ( Financial planning and Portfolio management)
Stephen Simpkin's MFS Investment Management Experience 2000 - 2003
Job Senior Advisor for Clean Power Capital
Industry Financial Services
Experience
CLEAN POWER CAPITAL LLC August 2014 - Present
Private Advisors, LLC July 2012 - July 2014
Attalus Capital August 2009 - March 2012
Lazard Asset Management 2003 - 2009
MFS Investment Management 2000 - 2003
Salomon Smith Barney 1998 - 2000
Pinheiros Altos Golf Club 1993 - 1997
Skills
Asset Management, Wealth Management, Hedge Funds, Alternative Investments, Equities, Fixed Income, Portfolio Management, Asset Allocation, Series 7, Capital Markets, Series 63, Fund Of Funds, Investment Management, Investments, Asset Managment, Investment Strategies, Financial Analysis, Institutional..., Due Diligence, Valuation, Mutual Funds, Equity Research, Emerging Markets, Derivatives, Financial Services, Pension Funds, Securities, Private Equity, Investment Advisory, Bloomberg, Investor Relations, ETFs, Venture Capital, High Yield, Financial Modeling, Structured Finance, Bonds, Investment Banking
Education
University of California, Los Angeles 1983 — 1988
BA, History
Marin Catholic High School
Marin Catholic High School
Marin Catholic High School
CLEAN POWER CAPITAL LLC August 2014 - Present
Private Advisors, LLC July 2012 - July 2014
Attalus Capital August 2009 - March 2012
Lazard Asset Management 2003 - 2009
MFS Investment Management 2000 - 2003
Salomon Smith Barney 1998 - 2000
Pinheiros Altos Golf Club 1993 - 1997
Skills
Asset Management, Wealth Management, Hedge Funds, Alternative Investments, Equities, Fixed Income, Portfolio Management, Asset Allocation, Series 7, Capital Markets, Series 63, Fund Of Funds, Investment Management, Investments, Asset Managment, Investment Strategies, Financial Analysis, Institutional..., Due Diligence, Valuation, Mutual Funds, Equity Research, Emerging Markets, Derivatives, Financial Services, Pension Funds, Securities, Private Equity, Investment Advisory, Bloomberg, Investor Relations, ETFs, Venture Capital, High Yield, Financial Modeling, Structured Finance, Bonds, Investment Banking
Education
University of California, Los Angeles 1983 — 1988
BA, History
Marin Catholic High School
Marin Catholic High School
Marin Catholic High School
Kaushal Desai's MFS Investment Management Experience October 2010 - Present
Job Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
MFS Investment Management October 2010 - Present
Atama Group May 2008 - September 2008
MFS Investment Management 2005 - 2007
Federal Reserve Bank of Boston February 2005 - May 2005
Education
Washington University in St. Louis - Olin Business School 2007 — 2009
MBA, Finance and Marketing
The University of Texas at Austin 2000 — 2002
BA, Economics
MFS Investment Management October 2010 - Present
Atama Group May 2008 - September 2008
MFS Investment Management 2005 - 2007
Federal Reserve Bank of Boston February 2005 - May 2005
Education
Washington University in St. Louis - Olin Business School 2007 — 2009
MBA, Finance and Marketing
The University of Texas at Austin 2000 — 2002
BA, Economics
Miles Mettenheimer's MFS Investment Management Experience March 1999 - Present
Job Director at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management March 1999 - Present
Skills
Series 7, Series 63
Education
University of Delaware - Lerner College of Business and Economics 1982 — 1986
Bachelor's degree, Economics
MFS Investment Management March 1999 - Present
Skills
Series 7, Series 63
Education
University of Delaware - Lerner College of Business and Economics 1982 — 1986
Bachelor's degree, Economics
Pauline Ju, CFA's MFS Investment Management Experience June 2003 - June 2008
Job Director of Quantitative Strategies
Industry Investment Management
Experience
Sentinel Asset Management November 2013 - Present
Shanghai Yikang Investment Management, Ltd October 2012 - October 2013
JT Capital Management September 2010 - July 2012
State Street Global Advisors June 2008 - September 2010
MFS Investment Management June 2003 - June 2008
Putnam Investments 2002 - 2002
Skills
Equities, Hedge Funds, Bloomberg, Portfolio Optimization, Derivatives, Alternative Investments, Equity Research, Investment Strategies, Tactical Asset..., Asset Managment, Global Macro, Emerging Markets, Asset Allocation, Valuation, Portfolio Management, Asset Management, Financial Modeling, Investments
Education
The University of Chicago - Booth School of Business 2001 — 2003
MBA, Analytic Finance, Accounting, International Business, Economics
University of Notre Dame 1998 — 2001
Master of Science (M.S.), Political Economy
Sentinel Asset Management November 2013 - Present
Shanghai Yikang Investment Management, Ltd October 2012 - October 2013
JT Capital Management September 2010 - July 2012
State Street Global Advisors June 2008 - September 2010
MFS Investment Management June 2003 - June 2008
Putnam Investments 2002 - 2002
Skills
Equities, Hedge Funds, Bloomberg, Portfolio Optimization, Derivatives, Alternative Investments, Equity Research, Investment Strategies, Tactical Asset..., Asset Managment, Global Macro, Emerging Markets, Asset Allocation, Valuation, Portfolio Management, Asset Management, Financial Modeling, Investments
Education
The University of Chicago - Booth School of Business 2001 — 2003
MBA, Analytic Finance, Accounting, International Business, Economics
University of Notre Dame 1998 — 2001
Master of Science (M.S.), Political Economy
Ryan Resnick's MFS Investment Management Experience May 2000 - August 2001
Job Account Executive at Novo Nordisk
Industry Pharmaceuticals
Experience
Novo Nordisk February 2014 - Present
Novo Nordisk February 2011 - February 2014
Novo Nordisk January 2007 - February 2011
Novo Nordisk November 2005 - December 2006
Novo Nordisk July 2003 - November 2005
MFS Investment Management May 2000 - August 2001
Skills
Pharmaceutical Industry, Product Launch, Managed Care, Pharmaceutical Sales, Sales Effectiveness, Endocrinology, Diabetes
Education
University of Connecticut
Bachelor of Science (BS), Finance, General
University of South Florida
Pre-Medicine/Pre-Medical Studies
Novo Nordisk February 2014 - Present
Novo Nordisk February 2011 - February 2014
Novo Nordisk January 2007 - February 2011
Novo Nordisk November 2005 - December 2006
Novo Nordisk July 2003 - November 2005
MFS Investment Management May 2000 - August 2001
Skills
Pharmaceutical Industry, Product Launch, Managed Care, Pharmaceutical Sales, Sales Effectiveness, Endocrinology, Diabetes
Education
University of Connecticut
Bachelor of Science (BS), Finance, General
University of South Florida
Pre-Medicine/Pre-Medical Studies
Matthew McGinley's MFS Investment Management Experience September 2003 - March 2005
Job Western Divisional Sales Manager at Ohio National Financial Services
Industry Financial Services
Experience
Ohio National Financial Services January 2015 - Present
Ohio National Financial Services March 2007 - January 2015
The Hartford July 2006 - March 2007
AIG SunAmerica March 2005 - July 2006
MFS Investment Management September 2003 - March 2005
Skills
Series 63, Mutual Funds, Retirement Planning, Retirement, Series 6, Wealth Management, Asset Allocation, Investments, Strategic Financial..., Securities, Financial Advisory, Insurance, Financial Services, Variable Annuities, Sales, Investment Strategies, Finance
Education
University of Arizona, Eller College of Management 1999 — 2003
B.S, Marketing
Ohio National Financial Services January 2015 - Present
Ohio National Financial Services March 2007 - January 2015
The Hartford July 2006 - March 2007
AIG SunAmerica March 2005 - July 2006
MFS Investment Management September 2003 - March 2005
Skills
Series 63, Mutual Funds, Retirement Planning, Retirement, Series 6, Wealth Management, Asset Allocation, Investments, Strategic Financial..., Securities, Financial Advisory, Insurance, Financial Services, Variable Annuities, Sales, Investment Strategies, Finance
Education
University of Arizona, Eller College of Management 1999 — 2003
B.S, Marketing
George Zranov's MFS Investment Management Experience May 2015 - Present
Job Director RIA West Investment Specialst Group at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management May 2015 - Present
Pioneer Investments December 2007 - May 2015
Pioneer Investments January 2007 - June 2010
Thornburg Investment Management February 2007 - December 2007
OppenheimerFunds June 2006 - January 2007
Bear Stearns June 2005 - August 2005
Skills
Separately Managed..., Series 7, Mutual Funds, Series 63, Asset Allocation, Uniform Combined State..., Series 24, Series 6, Investments, Asset Managment, Series 65, ETFs, Investment Advisory, Investment Strategies, Wealth Management, Asset Management
Education
University of Colorado at Denver
Bachelor's Degree, Finance
MFS Investment Management May 2015 - Present
Pioneer Investments December 2007 - May 2015
Pioneer Investments January 2007 - June 2010
Thornburg Investment Management February 2007 - December 2007
OppenheimerFunds June 2006 - January 2007
Bear Stearns June 2005 - August 2005
Skills
Separately Managed..., Series 7, Mutual Funds, Series 63, Asset Allocation, Uniform Combined State..., Series 24, Series 6, Investments, Asset Managment, Series 65, ETFs, Investment Advisory, Investment Strategies, Wealth Management, Asset Management
Education
University of Colorado at Denver
Bachelor's Degree, Finance
Corey Callahan, CFP®'s MFS Investment Management Experience 2007 - 2008
Job Financial Advisor at Callahan Financial Management Group
Industry Financial Services
Experience
Callahan Financial Management Group July 2008 - Present
MFS Investment Management 2007 - 2008
Skills
Retirement Planning, Investments, Employee Benefits, Risk Management, Customer Service, Retirement, Financial Analysis, Finance, Strategic Planning
Education
University of Dayton 2002 — 2006
Finance, Business
Centerville High School 1998 — 2002
Callahan Financial Management Group July 2008 - Present
MFS Investment Management 2007 - 2008
Skills
Retirement Planning, Investments, Employee Benefits, Risk Management, Customer Service, Retirement, Financial Analysis, Finance, Strategic Planning
Education
University of Dayton 2002 — 2006
Finance, Business
Centerville High School 1998 — 2002
Bob Emsing's MFS Investment Management Experience October 2006 - June 2015
Job VP at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
MFS Investment Management October 2006 - June 2015
Price Waterhouse Coopers 1998 - 2006
Skills
Financial Services, Alternative Investments, Due Diligence, Securities, Mutual Funds, Hedge Funds, Asset Management
Education
Union College 1992 — 1996
BA, Political Science and Government
Christian Brothers Academy 1988 — 1992
Fidelity Investments July 2015 - Present
MFS Investment Management October 2006 - June 2015
Price Waterhouse Coopers 1998 - 2006
Skills
Financial Services, Alternative Investments, Due Diligence, Securities, Mutual Funds, Hedge Funds, Asset Management
Education
Union College 1992 — 1996
BA, Political Science and Government
Christian Brothers Academy 1988 — 1992
Nicole Ugalde's MFS Investment Management Experience May 2012 - Present
Job Team Leader and Internal Wholesaler at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management May 2012 - Present
SagePoint Financial May 2010 - May 2012
SagePoint Financial January 2010 - May 2010
SagePoint Financial March 2009 - December 2009
Genworth Financial February 2007 - February 2009
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, Series 7, Mutual Funds, Investments, Insurance, Series 63, Financial Services, Retirement Planning, Finance, FINRA, Financial Analysis, Fixed Annuities, Leadership, Marketing, Risk Management
Education
The Ohio State University 1999 — 2003
Bachelor of Science (B.S.), Financial Management
Mount Union College 1998 — 1999
MFS Investment Management May 2012 - Present
SagePoint Financial May 2010 - May 2012
SagePoint Financial January 2010 - May 2010
SagePoint Financial March 2009 - December 2009
Genworth Financial February 2007 - February 2009
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, Series 7, Mutual Funds, Investments, Insurance, Series 63, Financial Services, Retirement Planning, Finance, FINRA, Financial Analysis, Fixed Annuities, Leadership, Marketing, Risk Management
Education
The Ohio State University 1999 — 2003
Bachelor of Science (B.S.), Financial Management
Mount Union College 1998 — 1999
Judy Bershok's MFS Investment Management Experience August 2001 - August 2006
Job
Industry Financial Services
Experience
Mutual of America September 2006 - October 2014
MFS Investment Management August 2001 - August 2006
ScriptSave 2000 - 2001
ScriptSave 2000 - 2001
Skills
Customer Service, 401k, Microsoft Word, Research, Retirement, Employee Benefits, Time Management, Editing, Investments, Customer Relations, Team Building, Marketing Communications, Series 6, Nonprofits, Mutual Funds, Microsoft Office, Writing, Outlook, Teamwork, Non-profits, Employee Relations, Benefits Administration, Financial Services, Management, Payroll, Relationship Management
Education
University of Arizona 1997 — 2001
BA, Communication, Journalism, Media Arts
Mutual of America September 2006 - October 2014
MFS Investment Management August 2001 - August 2006
ScriptSave 2000 - 2001
ScriptSave 2000 - 2001
Skills
Customer Service, 401k, Microsoft Word, Research, Retirement, Employee Benefits, Time Management, Editing, Investments, Customer Relations, Team Building, Marketing Communications, Series 6, Nonprofits, Mutual Funds, Microsoft Office, Writing, Outlook, Teamwork, Non-profits, Employee Relations, Benefits Administration, Financial Services, Management, Payroll, Relationship Management
Education
University of Arizona 1997 — 2001
BA, Communication, Journalism, Media Arts
Fax Herbert's MFS Investment Management Experience May 2008 - August 2008
Job Investment Analyst at BHR Capital
Industry Investment Management
Experience
BHR Capital LLC May 2013 - Present
Tiger Global Management January 2011 - December 2012
Venesprie Capital June 2009 - December 2010
MFS Investment Management May 2008 - August 2008
Education
Tufts University 2005 — 2009
BA, Economics
BHR Capital LLC May 2013 - Present
Tiger Global Management January 2011 - December 2012
Venesprie Capital June 2009 - December 2010
MFS Investment Management May 2008 - August 2008
Education
Tufts University 2005 — 2009
BA, Economics
Daniel Feins's MFS Investment Management Experience April 2004 - Present
Job Investment Compliance Specialist at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management April 2004 - Present
Investors Bank & Trust January 1999 - January 2004
JPMorgan Chase January 1998 - January 1999
Skills
Mutual Funds, Internal Controls, Asset Management, Research, Presentations, Teaching, Finance
Education
The University of Edinburgh 1993 — 1997
Ph.D, Islamic Studies
University of Maine 1990 — 1993
B.A, History
MFS Investment Management April 2004 - Present
Investors Bank & Trust January 1999 - January 2004
JPMorgan Chase January 1998 - January 1999
Skills
Mutual Funds, Internal Controls, Asset Management, Research, Presentations, Teaching, Finance
Education
The University of Edinburgh 1993 — 1997
Ph.D, Islamic Studies
University of Maine 1990 — 1993
B.A, History
Lily Ching's MFS Investment Management Experience 2006 - 2007
Job Vice President, Finance
Industry Financial Services
Experience
State Street November 2014 - Present
Bank of the West April 2013 - November 2014
Blue Shield of California July 2011 - April 2013
State Street January 2004 - November 2010
MFS Investment Management 2006 - 2007
Price Waterhouse Coopers May 2000 - December 2003
Education
University of Massachusetts, Amherst 1998 — 2000
BA, Accounting
UC Berkeley
State Street November 2014 - Present
Bank of the West April 2013 - November 2014
Blue Shield of California July 2011 - April 2013
State Street January 2004 - November 2010
MFS Investment Management 2006 - 2007
Price Waterhouse Coopers May 2000 - December 2003
Education
University of Massachusetts, Amherst 1998 — 2000
BA, Accounting
UC Berkeley
Jason Gamache's MFS Investment Management Experience September 2014 - Present
Job Operations Analyst
Industry Financial Services
Experience
MFS Investment Management September 2014 - Present
MFS Investment Management January 2013 - September 2014
wagamama September 2011 - March 2013
Skills
PowerPoint, Microsoft Office, Microsoft Word, Teamwork, Finance, Time Management, Customer Service, Outlook, Retirement, Telephone Skills, Critical Thinking, Project Management, Mutual Funds
Education
The University of Connecticut 2006 — 2012
Bachelors of Science, Actuarial Science
Drury High School 2002 — 2006
MFS Investment Management September 2014 - Present
MFS Investment Management January 2013 - September 2014
wagamama September 2011 - March 2013
Skills
PowerPoint, Microsoft Office, Microsoft Word, Teamwork, Finance, Time Management, Customer Service, Outlook, Retirement, Telephone Skills, Critical Thinking, Project Management, Mutual Funds
Education
The University of Connecticut 2006 — 2012
Bachelors of Science, Actuarial Science
Drury High School 2002 — 2006
Matthew Sabel's MFS Investment Management Experience 2009 - Present
Job Portfolio Manager at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management 2009 - Present
Fidelity Investments 2000 - 2009
Education
Tufts University 1993 — 1997
BA, International Relations
MFS Investment Management 2009 - Present
Fidelity Investments 2000 - 2009
Education
Tufts University 1993 — 1997
BA, International Relations
Kristen Tongberg's MFS Investment Management Experience July 1999 - July 2004
Job Managing Director at Cambridge Associates
Industry Financial Services
Experience
Cambridge Associates August 2004 - Present
MFS Investment Management July 1999 - July 2004
Wheat First Butcher Singer August 1995 - August 1997
Skills
Alternative Investments, Equities, Fixed Income, Due Diligence, Portfolio Management, Investment Strategies, Private Equity, Venture Capital, Capital Markets, Asset Allocation, Hedge Funds, Asset Management, Financial Analysis, Investments, Valuation, Financial Modeling
Education
The University of Chicago Booth School of Business 1997 — 1999
Master of Business Administration (MBA), Finance, General
University of North Carolina at Chapel Hill 1991 — 1995
Bachelor's degree, Economics and History
Cambridge Associates August 2004 - Present
MFS Investment Management July 1999 - July 2004
Wheat First Butcher Singer August 1995 - August 1997
Skills
Alternative Investments, Equities, Fixed Income, Due Diligence, Portfolio Management, Investment Strategies, Private Equity, Venture Capital, Capital Markets, Asset Allocation, Hedge Funds, Asset Management, Financial Analysis, Investments, Valuation, Financial Modeling
Education
The University of Chicago Booth School of Business 1997 — 1999
Master of Business Administration (MBA), Finance, General
University of North Carolina at Chapel Hill 1991 — 1995
Bachelor's degree, Economics and History
Kristopher Trocki's MFS Investment Management Experience September 2003 - May 2006
Job Vice President at ING U.S. Investment Management
Industry Financial Services
Experience
Voya Investment Management June 2007 - Present
MFS Investment Management September 2003 - May 2006
Education
University of Notre Dame - Mendoza College of Business 2006 — 2007
Master of Business Administration (MBA)
University of Arizona, Eller College of Management 1999 — 2003
Bachelor of Science (B.S.), Finance
Voya Investment Management June 2007 - Present
MFS Investment Management September 2003 - May 2006
Education
University of Notre Dame - Mendoza College of Business 2006 — 2007
Master of Business Administration (MBA)
University of Arizona, Eller College of Management 1999 — 2003
Bachelor of Science (B.S.), Finance
Stephen Hnat's MFS Investment Management Experience March 1995 - Present
Job VP Eagle Implementation Manager at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management March 1995 - Present
Manulife Financial August 1996 - June 1997
MFS Investment Management December 1995 - August 1996
Education
Union College
Bachelor of Science (BS), Electrical Engineering
MFS Investment Management March 1995 - Present
Manulife Financial August 1996 - June 1997
MFS Investment Management December 1995 - August 1996
Education
Union College
Bachelor of Science (BS), Electrical Engineering
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group