MFS Investment Management
Industry: Investment management company
DescriptionMFS Investment Management is an American-based global investment manager, formerly known as Massachusetts Financial Services. Founded in 1924, MFS is one of the oldest asset management companies in the world and has been credited with pioneering the mutual fund. Assets under management: 448.7 billion USD (April 30, 2017) CEO: Robert J Manning (2004–) Headquarters: Boston, Massachusetts, United States Parent organization: Sun Life Financial
MFS Investment Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at MFS Investment Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
MFS Investment Management Salaries. You can even request information on how much does MFS Investment Management pay if you want to. Learn about salaries, pros and cons of working for MFS Investment Management directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
2,496 MFS Investment Management employees in database. Find out everything there's to know about MFS Investment Management employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
MFS Investment Management Employees
Employee
Years
Job
Industry
Timothy Winter Timothy Winter's MFS Investment Management Experience June 2015 - Present
Job Quantitative Research Analyst Intern at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management June 2015 - Present
MFS Investment Management July 2014 - January 2015
MFS Investment Management July 2013 - January 2014
State Street October 2012 - May 2013
Collegiate Entrepreneurs June 2011 - July 2012
Skills
Analysis, Research, PowerPoint, Microsoft Office, Microsoft Excel, Public Speaking, Social Media, Customer Service, Time Management, Microsoft Word, Leadership, Sales
Education
University of Massachusetts, Amherst 2011 — 2015
MFS Investment Management June 2015 - Present
MFS Investment Management July 2014 - January 2015
MFS Investment Management July 2013 - January 2014
State Street October 2012 - May 2013
Collegiate Entrepreneurs June 2011 - July 2012
Skills
Analysis, Research, PowerPoint, Microsoft Office, Microsoft Excel, Public Speaking, Social Media, Customer Service, Time Management, Microsoft Word, Leadership, Sales
Education
University of Massachusetts, Amherst 2011 — 2015
Cathy Hay Cathy Hay's MFS Investment Management Experience 2008 - Present
Job Vice President, Director Global Distribution Administration at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management 2008 - Present
MFS Investment Management 2007 - 2008
MFS Investment Management 2005 - 2007
MFS Investment Management 2001 - 2005
Owen Joseph Asset Management 1992 - 1996
Skills
Cross-functional Team...
Education
University of Michigan 1988 — 1992
Lakeshore High School 1984 — 1988
MFS Investment Management 2008 - Present
MFS Investment Management 2007 - 2008
MFS Investment Management 2005 - 2007
MFS Investment Management 2001 - 2005
Owen Joseph Asset Management 1992 - 1996
Skills
Cross-functional Team...
Education
University of Michigan 1988 — 1992
Lakeshore High School 1984 — 1988
Brett Rainey's MFS Investment Management Experience January 2000 - September 2004
Job Senior Vice President, Program Management
Industry Investment Management
Experience
Envestnet, Inc October 2014 - Present
Placemark Investments January 2014 - October 2014
Placemark Investments January 2012 - January 2014
Placemark Investments January 2009 - January 2012
Placemark Investments November 2006 - December 2008
JP Morgan September 2004 - October 2006
MFS Investment Management January 2000 - September 2004
Chubb Securities / Jefferson Pilot December 1996 - January 2000
Evergreen Investments February 1996 - November 1996
Scudder, Stevens & Clark 1993 - 1996
Education
University of Massachusetts, Amherst
BA
Envestnet, Inc October 2014 - Present
Placemark Investments January 2014 - October 2014
Placemark Investments January 2012 - January 2014
Placemark Investments January 2009 - January 2012
Placemark Investments November 2006 - December 2008
JP Morgan September 2004 - October 2006
MFS Investment Management January 2000 - September 2004
Chubb Securities / Jefferson Pilot December 1996 - January 2000
Evergreen Investments February 1996 - November 1996
Scudder, Stevens & Clark 1993 - 1996
Education
University of Massachusetts, Amherst
BA
Emily Nelson's MFS Investment Management Experience September 2012 - Present
Job Programmer/Analyst III at MFS Investment Management
Industry Information Technology and Services
Experience
MFS Investment Management September 2012 - Present
MFS Investment Management November 2010 - September 2012
Westinghouse Electric Company May 2009 - August 2009
Westinghouse Electric Company May 2008 - August 2008
Skills
SQL, C#, SharePoint, Java, Visual Studio, Databases, HTML, Microsoft SQL Server, C, Unix, Visio, Database Design, Visual Basic, SQL Server Management..., Oracle, Toad, SSRS, Actuate Report, TFS
Education
University of Massachusetts, Amherst 2006 — 2010
B.S, Computer Systems Engineering, Mathematics
MFS Investment Management September 2012 - Present
MFS Investment Management November 2010 - September 2012
Westinghouse Electric Company May 2009 - August 2009
Westinghouse Electric Company May 2008 - August 2008
Skills
SQL, C#, SharePoint, Java, Visual Studio, Databases, HTML, Microsoft SQL Server, C, Unix, Visio, Database Design, Visual Basic, SQL Server Management..., Oracle, Toad, SSRS, Actuate Report, TFS
Education
University of Massachusetts, Amherst 2006 — 2010
B.S, Computer Systems Engineering, Mathematics
Brigette Doyle Brigette Doyle's MFS Investment Management Experience 2013 - 2014
Job Financial Services Professional
Industry Financial Services
Experience
MFS Investment Management 2013 - 2014
Fidelity Investments June 2002 - January 2010
Fidelity Investments 2000 - 2010
Education
University of Massachusetts Boston 2010 — 2013
Bachelor of Arts (BA), English Language and Literature/Letters
MFS Investment Management 2013 - 2014
Fidelity Investments June 2002 - January 2010
Fidelity Investments 2000 - 2010
Education
University of Massachusetts Boston 2010 — 2013
Bachelor of Arts (BA), English Language and Literature/Letters
Kate Longueil Kate Longueil's MFS Investment Management Experience March 2005 - October 2011
Job Senior Web Developer at Cognex Corporation
Industry Business Supplies and Equipment
Experience
Cognex Corporation June 2014 - Present
Staples October 2011 - June 2014
MFS Investment Management March 2005 - October 2011
Education
University of Massachusetts, Amherst
Bachelor's Degree
Cognex Corporation June 2014 - Present
Staples October 2011 - June 2014
MFS Investment Management March 2005 - October 2011
Education
University of Massachusetts, Amherst
Bachelor's Degree
Bert Saveriano Bert Saveriano's MFS Investment Management Experience August 2003 - February 2008
Job Account Manager at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group January 2013 - Present
The Hartford March 2008 - January 2013
MFS Investment Management August 2003 - February 2008
Devonshire Custom Publishing (Fidelity Investments) July 2000 - October 2002
Fidelity Investments June 1995 - July 2000
Skills
Series 63, 401k, Mutual Funds, Project Management, Retirement, Relationship Management, Financial Services, Benefits Administration, ERISA, Employee Benefits, FINRA, Defined Contribution, CRM, Leadership, Investments
Education
University of Massachusetts, Amherst
Bachelor of Arts (B.A.), Psychology
MassMutual Financial Group January 2013 - Present
The Hartford March 2008 - January 2013
MFS Investment Management August 2003 - February 2008
Devonshire Custom Publishing (Fidelity Investments) July 2000 - October 2002
Fidelity Investments June 1995 - July 2000
Skills
Series 63, 401k, Mutual Funds, Project Management, Retirement, Relationship Management, Financial Services, Benefits Administration, ERISA, Employee Benefits, FINRA, Defined Contribution, CRM, Leadership, Investments
Education
University of Massachusetts, Amherst
Bachelor of Arts (B.A.), Psychology
Matt Winter's MFS Investment Management Experience January 2009 - Present
Job Director at MFS Investment Management. Florida & Puerto Rico.
Industry Financial Services
Experience
MFS Investment Management January 2009 - Present
Skills
Mutual Fund Analysis, Sales Presentations, Public Speaking, Investor Relations, Economic Research
Education
University of Massachusetts, Amherst 2002 — 2006
Bachelor of Science (BS), Economics
Boston College High School 1998 — 2002
MFS Investment Management January 2009 - Present
Skills
Mutual Fund Analysis, Sales Presentations, Public Speaking, Investor Relations, Economic Research
Education
University of Massachusetts, Amherst 2002 — 2006
Bachelor of Science (BS), Economics
Boston College High School 1998 — 2002
Eileen Flynn's MFS Investment Management Experience March 2007 - August 2007
Job Senior Recruiter seeking experienced Footwear Designers, Footwear Product Developers and Product Managers.
Industry Human Resources
Experience
Wolverine WorldWide April 2010 - Present
- 2004 - 2014
Arbella Insurance Group 2004 - 2008
MFS Investment Management March 2007 - August 2007
Beth Israel Deaconess Medical Center 2002 - 2004
Skills
Recruiting, Technical Recruiting, Sourcing, Applicant Tracking..., Internet Recruiting, Human Resources, Management, E-commerce, Strategic Sourcing, Marketing, Hiring, Product Development, Start-ups, Temporary Placement, Healthcare, Retail, Healthcare Information..., Insurance, Training, Search, Online Marketing, SEO, Hospitals, B2C, Consumer Goods, Product Design, Ruby on Rails, AIRS Search Lab, AIRS XtremeLab, E-business, Healthcare IT, Consulting, Screening, Sales, Customer Service, Talent Acquisition, Leadership, Vendor Management, Fashion, Merchandising, Talent Management, Apparel, Product Management, Information Technology, Strategy, Design, Industrial Design, Social Media, Linux, LAMP
Education
University of Massachusetts Boston
BS, College of Management, Marketing Concentration
Wolverine WorldWide April 2010 - Present
- 2004 - 2014
Arbella Insurance Group 2004 - 2008
MFS Investment Management March 2007 - August 2007
Beth Israel Deaconess Medical Center 2002 - 2004
Skills
Recruiting, Technical Recruiting, Sourcing, Applicant Tracking..., Internet Recruiting, Human Resources, Management, E-commerce, Strategic Sourcing, Marketing, Hiring, Product Development, Start-ups, Temporary Placement, Healthcare, Retail, Healthcare Information..., Insurance, Training, Search, Online Marketing, SEO, Hospitals, B2C, Consumer Goods, Product Design, Ruby on Rails, AIRS Search Lab, AIRS XtremeLab, E-business, Healthcare IT, Consulting, Screening, Sales, Customer Service, Talent Acquisition, Leadership, Vendor Management, Fashion, Merchandising, Talent Management, Apparel, Product Management, Information Technology, Strategy, Design, Industrial Design, Social Media, Linux, LAMP
Education
University of Massachusetts Boston
BS, College of Management, Marketing Concentration
Brian McHugh Brian McHugh's MFS Investment Management Experience January 2006 - September 2008
Job Program Manager
Industry Marketing and Advertising
Experience
HMI Performance Incentives March 2014 - Present
Communispace Corporation October 2012 - March 2014
PbS Learning Institute December 2009 - October 2012
North American Family Institute October 2009 - December 2010
MFS Investment Management January 2006 - September 2008
Skills
Project Management, Non-profits, Data Analysis, PowerPoint, Research, Customer Service, Outlook, Event Planning, Public Speaking, Webinar Management, Microsoft Office, Social Media, Social Networking, Microsoft Word, Survey Methodology, Survey Management, Microsoft Excel, Training, Webinars, Flexibility, Juvenile Justice, Technology, Political Campaigns, HTML, Quality Assurance, Process Improvement, Budgets, Recruiting, Marketing, Management, Account Management
Education
University of Massachusetts Boston 2002 — 2007
Bachelor's degree, Criminal Justice
University of Massachusetts Boston 2013 — 2013
Bachelor of Arts (B.A.), Project Management
HMI Performance Incentives March 2014 - Present
Communispace Corporation October 2012 - March 2014
PbS Learning Institute December 2009 - October 2012
North American Family Institute October 2009 - December 2010
MFS Investment Management January 2006 - September 2008
Skills
Project Management, Non-profits, Data Analysis, PowerPoint, Research, Customer Service, Outlook, Event Planning, Public Speaking, Webinar Management, Microsoft Office, Social Media, Social Networking, Microsoft Word, Survey Methodology, Survey Management, Microsoft Excel, Training, Webinars, Flexibility, Juvenile Justice, Technology, Political Campaigns, HTML, Quality Assurance, Process Improvement, Budgets, Recruiting, Marketing, Management, Account Management
Education
University of Massachusetts Boston 2002 — 2007
Bachelor's degree, Criminal Justice
University of Massachusetts Boston 2013 — 2013
Bachelor of Arts (B.A.), Project Management
Endri Alfaro Endri Alfaro's MFS Investment Management Experience January 2015 - March 2015
Job Strategy Analyst | 8+ Years of Business & Marketing Analysis for Longterm Strategic Growth
Industry Marketing and Advertising
Experience
Casey's Deli, LLC March 2015 - July 2015
MFS Investment Management January 2015 - March 2015
Fidelity Investments February 2014 - October 2014
KEIRYS DELI, LLC April 2001 - January 2009
Skills
Strategy, Microsoft Office, Business Strategy, New Business Development, Market Research, Customer Service, Business Process..., Menu Development, Microsoft Word
Education
University of Massachusetts Lowell 2008 — 2013
Bachelor of Science (B.S.), Business Administration * Concentration in International Buiness
Casey's Deli, LLC March 2015 - July 2015
MFS Investment Management January 2015 - March 2015
Fidelity Investments February 2014 - October 2014
KEIRYS DELI, LLC April 2001 - January 2009
Skills
Strategy, Microsoft Office, Business Strategy, New Business Development, Market Research, Customer Service, Business Process..., Menu Development, Microsoft Word
Education
University of Massachusetts Lowell 2008 — 2013
Bachelor of Science (B.S.), Business Administration * Concentration in International Buiness
Sean Saganey Sean Saganey's MFS Investment Management Experience 1995 - 2005
Job Owner, New England Carpet & Flooring, LLC
Industry Construction
Experience
New England Carpet & Flooring, LLC March 2005 - Present
MFS Investment Management 1995 - 2005
John Hancock 1989 - 1994
Boston Financial Data Services 1986 - 1989
Skills
Property Management, Flooring, Vendor Management, Pricing, Strategic Planning, New Business Development, Retail, Team Building, Customer Service, Contract Negotiation, Sales, Apartments, Budgets, Carpet, Account Management, Business Development, Sales Management, Selling, Start-ups, Marketing, Operations Management, Strategy
Education
University of Massachusetts, Amherst 1982 — 1986
BA, Economics/History
Xaverian Brothers High School 1978 — 1982
New England Carpet & Flooring, LLC March 2005 - Present
MFS Investment Management 1995 - 2005
John Hancock 1989 - 1994
Boston Financial Data Services 1986 - 1989
Skills
Property Management, Flooring, Vendor Management, Pricing, Strategic Planning, New Business Development, Retail, Team Building, Customer Service, Contract Negotiation, Sales, Apartments, Budgets, Carpet, Account Management, Business Development, Sales Management, Selling, Start-ups, Marketing, Operations Management, Strategy
Education
University of Massachusetts, Amherst 1982 — 1986
BA, Economics/History
Xaverian Brothers High School 1978 — 1982
Kelsie Nadeau's MFS Investment Management Experience January 2015 - Present
Job Asset Controller Specialist II at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management January 2015 - Present
MFS Investment Management July 2013 - January 2015
MFS Investment Management December 2012 - July 2013
Skills
Business Continuity, Identity Management, Disaster Recovery, Vendor Management, Risk Assessment, Business Continuity..., Business Impact Analysis, LDRPS, Vocera, Microsoft Office, SharePoint, Microsoft Expression, Vizio, Financial Services, Management
Education
University of Massachusetts at Lowell 2010 — 2014
Bachelor's degree, Business Administration and Management, General
MFS Investment Management January 2015 - Present
MFS Investment Management July 2013 - January 2015
MFS Investment Management December 2012 - July 2013
Skills
Business Continuity, Identity Management, Disaster Recovery, Vendor Management, Risk Assessment, Business Continuity..., Business Impact Analysis, LDRPS, Vocera, Microsoft Office, SharePoint, Microsoft Expression, Vizio, Financial Services, Management
Education
University of Massachusetts at Lowell 2010 — 2014
Bachelor's degree, Business Administration and Management, General
Andrew Wise Andrew Wise's MFS Investment Management Experience September 2000 - August 2005
Job Technical Lead at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments September 2009 - Present
Pioneer Investments May 2007 - August 2009
MFS Investment Mgmt September 2005 - May 2007
MFS Investment Management September 2000 - August 2005
Skills
Enterprise Architecture, TIBCO BusinessWorks, J2EE, PL/SQL, SOA, XML, Java, Web Services, Java Enterprise Edition, Sybase, TIBCO iProcess, .NET, Struts, TIBCO EMS, SQL Server, JSP, JavaScript, C#, AJAX, Oracle SQL, SQL, Unix, JMS, Software Integration, Tomcat, Visual Studio, C, Databases, Servlets, Eclipse, HTML, Websphere, Microsoft SQL Server, T-SQL, SDLC
Education
University of Massachusetts, Amherst 1995 — 2000
BS, Computer Science
Pioneer Investments September 2009 - Present
Pioneer Investments May 2007 - August 2009
MFS Investment Mgmt September 2005 - May 2007
MFS Investment Management September 2000 - August 2005
Skills
Enterprise Architecture, TIBCO BusinessWorks, J2EE, PL/SQL, SOA, XML, Java, Web Services, Java Enterprise Edition, Sybase, TIBCO iProcess, .NET, Struts, TIBCO EMS, SQL Server, JSP, JavaScript, C#, AJAX, Oracle SQL, SQL, Unix, JMS, Software Integration, Tomcat, Visual Studio, C, Databases, Servlets, Eclipse, HTML, Websphere, Microsoft SQL Server, T-SQL, SDLC
Education
University of Massachusetts, Amherst 1995 — 2000
BS, Computer Science
John Palladino John Palladino's MFS Investment Management Experience January 2009 - June 2012
Job Financial Services Operations Professional Seeking a new career opportunity.
Industry Financial Services
Experience
MFS Investment Management January 2009 - June 2012
MFS Investment Management 2000 - January 2009
MFS Investment Management April 1999 - 2000
Boston Financial Data Services 1996 - 1999
Skills
Mutual Funds, Process Improvement, SDLC, Training, Team Building, Risk Management, Project Management, Program Management, Call Centers
Education
University of Massachusetts Boston 1993 — 1996
Criminal Justice
Plymouth State College 1990 — 1992
Liberal Arts
MFS Investment Management January 2009 - June 2012
MFS Investment Management 2000 - January 2009
MFS Investment Management April 1999 - 2000
Boston Financial Data Services 1996 - 1999
Skills
Mutual Funds, Process Improvement, SDLC, Training, Team Building, Risk Management, Project Management, Program Management, Call Centers
Education
University of Massachusetts Boston 1993 — 1996
Criminal Justice
Plymouth State College 1990 — 1992
Liberal Arts
Ted Georgaklis Ted Georgaklis's MFS Investment Management Experience 2006 - 2006
Job Analyst at NQR
Industry Financial Services
Experience
National Quality Review August 2007 - Present
MFS Investment Management 2006 - 2006
Bank of America 2004 - 2005
New Engand Financial 1985 - 1999
Skills
SPSS, Access, Customer Service, Data Analysis, Investments, Market Research, Financial Services, Leadership, Analysis, Strategy, Microsoft Excel, Process Improvement, Program Management, Business Analysis, Banking, Management
Education
University of Massachusetts Boston 1978 — 1983
BS, Management
National Quality Review August 2007 - Present
MFS Investment Management 2006 - 2006
Bank of America 2004 - 2005
New Engand Financial 1985 - 1999
Skills
SPSS, Access, Customer Service, Data Analysis, Investments, Market Research, Financial Services, Leadership, Analysis, Strategy, Microsoft Excel, Process Improvement, Program Management, Business Analysis, Banking, Management
Education
University of Massachusetts Boston 1978 — 1983
BS, Management
Lisa Holler Lisa Holler's MFS Investment Management Experience 1998 - 2000
Job Graphic Designer at LH Graphic Design
Industry Graphic Design
Experience
LH Graphic Design 2004 - Present
Mercedes Medical, Inc. 2002 - 2004
UMass Lowell 2000 - 2001
MFS Investment Management 1998 - 2000
MFS Investment Management 1996 - 1998
Education
University of Massachusetts at Lowell
Graphic Design and Website Development
University of New Hampshire
BA, Communications
LH Graphic Design 2004 - Present
Mercedes Medical, Inc. 2002 - 2004
UMass Lowell 2000 - 2001
MFS Investment Management 1998 - 2000
MFS Investment Management 1996 - 1998
Education
University of Massachusetts at Lowell
Graphic Design and Website Development
University of New Hampshire
BA, Communications
Troy Briggs Troy Briggs's MFS Investment Management Experience 1998 - 2001
Job National Sales, Phoenix Annuities at Saybrus Partners
Industry Insurance
Experience
Saybrus Partners January 2010 - Present
The Phoenix Companies, Inc. September 2001 - January 2010
MFS Investment Management 1998 - 2001
Jefferson Pilot Financial 1996 - 1998
MetLife 1994 - 1996
Skills
Insurance, Series 63, Fixed Annuities, Life Insurance, Series 7, Retirement, Mutual Funds, Retirement Planning, Series 6, Long-term Care, Wealth Management, Estate Planning, Term Life Insurance, 401k, Disability Insurance, Strategic Financial...
Education
University of Maine 1989 — 1993
BA, History
Saybrus Partners January 2010 - Present
The Phoenix Companies, Inc. September 2001 - January 2010
MFS Investment Management 1998 - 2001
Jefferson Pilot Financial 1996 - 1998
MetLife 1994 - 1996
Skills
Insurance, Series 63, Fixed Annuities, Life Insurance, Series 7, Retirement, Mutual Funds, Retirement Planning, Series 6, Long-term Care, Wealth Management, Estate Planning, Term Life Insurance, 401k, Disability Insurance, Strategic Financial...
Education
University of Maine 1989 — 1993
BA, History
Qiang Lu Qiang Lu's MFS Investment Management Experience April 2014 - Present
Job Senior IT Specialist at nscglobal
Industry Financial Services
Experience
nscglobal August 2014 - Present
MFS Investment Management April 2014 - Present
Atos May 2007 - August 2014
New York Blood Center July 2012 - April 2014
Thomson Reuters December 2009 - July 2012
Saint Vincent's Catholic Medical Center November 2008 - December 2009
MFS Investment Management May 2007 - November 2008
Skills
Disaster Recovery, Data Center, Troubleshooting, Integration, IT Management, Active Directory, SharePoint, Vendor Management, Servers, ITIL, System Administration, Windows Server, Technical Support, Network Administration, IT Operations, Virtualization, Computer Hardware, Windows 7, Business Analysis, Windows, Enterprise Architecture, VMware, IT Service Management, Software Documentation, XP, Hardware
Education
University of Massachusetts Dartmouth 1988 — 1993
BS, Electrical Engineer
nscglobal August 2014 - Present
MFS Investment Management April 2014 - Present
Atos May 2007 - August 2014
New York Blood Center July 2012 - April 2014
Thomson Reuters December 2009 - July 2012
Saint Vincent's Catholic Medical Center November 2008 - December 2009
MFS Investment Management May 2007 - November 2008
Skills
Disaster Recovery, Data Center, Troubleshooting, Integration, IT Management, Active Directory, SharePoint, Vendor Management, Servers, ITIL, System Administration, Windows Server, Technical Support, Network Administration, IT Operations, Virtualization, Computer Hardware, Windows 7, Business Analysis, Windows, Enterprise Architecture, VMware, IT Service Management, Software Documentation, XP, Hardware
Education
University of Massachusetts Dartmouth 1988 — 1993
BS, Electrical Engineer
Phil Rines's MFS Investment Management Experience September 2011 - May 2012
Job Retired
Industry Information Technology and Services
Experience
MFS Investment Management September 2011 - May 2012
LeapFrog Systems September 2007 - May 2012
Brown Brothers Harriman March 2011 - September 2011
MFS Investment Management August 2010 - March 2011
Fidelity Investments Technology September 2007 - May 2010
LeapFrog Systems September 2007 - May 2010
DELUXEPINPOINT (formerly New England Business Services, Inc November 2000 - September 2007
New England Business Services, Inc May 1998 - October 2000
CIBER, Inc September 1994 - October 2000
Liberty Mutual November 1996 - May 1998
Skills
Mainframe, COBOL, Unix, Accounts Receivable, DB2, SDLC, Systems Analysis, Visio, Business Analysis, SQL, Informatica, Toad, Databases, Oracle, Quality Assurance, Business Process, Testing, Disaster Recovery, Program Management, Analysis, System Testing, Test Planning, Solaris, Requirements Analysis, Software Project..., Requirements Gathering, Integration, User Acceptance Testing
Education
University of Massachusetts, Amherst 1970 — 1973
MA, Economics
University of Massachusetts Dartmouth 1966 — 1970
BA, Mathematics
MFS Investment Management September 2011 - May 2012
LeapFrog Systems September 2007 - May 2012
Brown Brothers Harriman March 2011 - September 2011
MFS Investment Management August 2010 - March 2011
Fidelity Investments Technology September 2007 - May 2010
LeapFrog Systems September 2007 - May 2010
DELUXEPINPOINT (formerly New England Business Services, Inc November 2000 - September 2007
New England Business Services, Inc May 1998 - October 2000
CIBER, Inc September 1994 - October 2000
Liberty Mutual November 1996 - May 1998
Skills
Mainframe, COBOL, Unix, Accounts Receivable, DB2, SDLC, Systems Analysis, Visio, Business Analysis, SQL, Informatica, Toad, Databases, Oracle, Quality Assurance, Business Process, Testing, Disaster Recovery, Program Management, Analysis, System Testing, Test Planning, Solaris, Requirements Analysis, Software Project..., Requirements Gathering, Integration, User Acceptance Testing
Education
University of Massachusetts, Amherst 1970 — 1973
MA, Economics
University of Massachusetts Dartmouth 1966 — 1970
BA, Mathematics
Tom Nason Tom Nason's MFS Investment Management Experience December 1997 - June 2004
Job Vice President, Program Management Director
Industry Financial Services
Experience
State Street Corporation June 2005 - Present
Charles River Development June 2004 - June 2005
MFS Investment Management December 1997 - June 2004
First Data Corporation January 1994 - December 1997
Skills
SDLC, Business Analysis, Financial Services, Portfolio Management, Middle Office, Program Management, Project Management, Process Improvement, SharePoint, Visual Basic, Trading Systems, Global Application..., Application Architecture, Application Security, Requirements Analysis, Software Project..., Strategic Planning, Software Implementation, Data Modeling, Solutions Design, Sybase, Oracle PL/SQL..., Microsoft SQL Server, Performance Measurement, Fund Accounting, Business Requirements, Vendor Management, PMO
Education
University of Maine 1988 — 1993
Bachelor's degree, Finance and Financial Management Services
State Street Corporation June 2005 - Present
Charles River Development June 2004 - June 2005
MFS Investment Management December 1997 - June 2004
First Data Corporation January 1994 - December 1997
Skills
SDLC, Business Analysis, Financial Services, Portfolio Management, Middle Office, Program Management, Project Management, Process Improvement, SharePoint, Visual Basic, Trading Systems, Global Application..., Application Architecture, Application Security, Requirements Analysis, Software Project..., Strategic Planning, Software Implementation, Data Modeling, Solutions Design, Sybase, Oracle PL/SQL..., Microsoft SQL Server, Performance Measurement, Fund Accounting, Business Requirements, Vendor Management, PMO
Education
University of Maine 1988 — 1993
Bachelor's degree, Finance and Financial Management Services
Julianne Crawford's MFS Investment Management Experience February 2015 - Present
Job Assistant Corporate Actions Manager at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management February 2015 - Present
MFS Investment Management August 2011 - Present
MFS Investment Management October 2007 - August 2011
State Street Bank August 2006 - October 2007
State Street Bank August 2005 - August 2006
Boston Financial Data Services January 2005 - August 2005
Skills
Corporate Actions, Bloomberg, Fixed Income, Investments, Equities, Securities, Financial Analysis, Asset Managment, Financial Services, Bloomberg Terminal, Finance, Investment Management, Financial Risk, Trading Systems, Relationship Management, ETFs, Global Custody, Middle Office, Options, Equity Research, Equity Derivatives, Alternative Investments, Asset Management
Education
University of Massachusetts Boston 2001 — 2005
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
MFS Investment Management February 2015 - Present
MFS Investment Management August 2011 - Present
MFS Investment Management October 2007 - August 2011
State Street Bank August 2006 - October 2007
State Street Bank August 2005 - August 2006
Boston Financial Data Services January 2005 - August 2005
Skills
Corporate Actions, Bloomberg, Fixed Income, Investments, Equities, Securities, Financial Analysis, Asset Managment, Financial Services, Bloomberg Terminal, Finance, Investment Management, Financial Risk, Trading Systems, Relationship Management, ETFs, Global Custody, Middle Office, Options, Equity Research, Equity Derivatives, Alternative Investments, Asset Management
Education
University of Massachusetts Boston 2001 — 2005
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Kim Colombi Kim Colombi's MFS Investment Management Experience October 2000 - December 2001
Job Founder and Principal at Kim Colombi Consulting
Industry Financial Services
Experience
Kim Colombi Consulting May 2006 - Present
American Student Assistance May 2012 - December 2013
Susquehanna International Group (SIG) March 2007 - February 2009
JPMorgan February 2008 - March 2008
NYFIX October 2007 - January 2008
E*TRADE Financial November 2005 - May 2006
JPMorgan; BrownCo July 2004 - November 2005
JPMorgan Invest, Inc. 2002 - 2004
MFS Investment Management October 2000 - December 2001
Fidelity Investments 1992 - 2000
Skills
Segmentation, Marketing Communications, Competitive Analysis, Positioning, Multimedia, Financial Services, Marketing Strategy, Integrated Marketing, Marketing, Market Research, Creative Strategy, Strategy, Management, Leadership, Strategic Planning, Advertising, Business Development
Education
University of Massachusetts, Amherst
BS, Marketing and Economics
Kim Colombi Consulting May 2006 - Present
American Student Assistance May 2012 - December 2013
Susquehanna International Group (SIG) March 2007 - February 2009
JPMorgan February 2008 - March 2008
NYFIX October 2007 - January 2008
E*TRADE Financial November 2005 - May 2006
JPMorgan; BrownCo July 2004 - November 2005
JPMorgan Invest, Inc. 2002 - 2004
MFS Investment Management October 2000 - December 2001
Fidelity Investments 1992 - 2000
Skills
Segmentation, Marketing Communications, Competitive Analysis, Positioning, Multimedia, Financial Services, Marketing Strategy, Integrated Marketing, Marketing, Market Research, Creative Strategy, Strategy, Management, Leadership, Strategic Planning, Advertising, Business Development
Education
University of Massachusetts, Amherst
BS, Marketing and Economics
Paula Wing Paula Wing's MFS Investment Management Experience 2000 - 2003
Job Principal Software Engineer at Sqrrl
Industry Computer Software
Experience
Sqrrl October 2014 - Present
Assured Labor, Inc. May 2013 - September 2014
Kiva Systems September 2008 - May 2013
Kiva Systems 2008 - 2012
Target Software 2008 - 2008
MFS Investment Management 2000 - 2003
Boston Financial Data Services 1997 - 2000
Skills
Java, Software Development, SQL, Database Design, MySQL, Maven, Liquibase, Linux, PL/SQL, Databases, Stored Procedures, Multithreading, Testing, Software Engineering, Unix, XML, Agile Methodologies, Mac OS X, Web Services, Spring, Software Design, Subversion, Object Oriented Design, Tomcat, Eclipse, Distributed Systems, Avaje Ebean ORM, iBatis, Python, Hibernate, Training, International, REST, JUnit, Java Enterprise Edition
Education
University of Massachusetts, Amherst 2004 — 2007
B.S., Computer Science
University of Massachusetts, Amherst 1990 — 1995
B. Mus., Musicology
Sqrrl October 2014 - Present
Assured Labor, Inc. May 2013 - September 2014
Kiva Systems September 2008 - May 2013
Kiva Systems 2008 - 2012
Target Software 2008 - 2008
MFS Investment Management 2000 - 2003
Boston Financial Data Services 1997 - 2000
Skills
Java, Software Development, SQL, Database Design, MySQL, Maven, Liquibase, Linux, PL/SQL, Databases, Stored Procedures, Multithreading, Testing, Software Engineering, Unix, XML, Agile Methodologies, Mac OS X, Web Services, Spring, Software Design, Subversion, Object Oriented Design, Tomcat, Eclipse, Distributed Systems, Avaje Ebean ORM, iBatis, Python, Hibernate, Training, International, REST, JUnit, Java Enterprise Edition
Education
University of Massachusetts, Amherst 2004 — 2007
B.S., Computer Science
University of Massachusetts, Amherst 1990 — 1995
B. Mus., Musicology
Nicholas Richards, CPA Nicholas Richards, CPA's MFS Investment Management Experience April 2005 - April 2007
Job Vice President at American Realty Capital
Industry Financial Services
Experience
American Realty Capital November 2014 - Present
CYS Investments, Inc. April 2007 - May 2014
MFS Investment Management April 2005 - April 2007
State Street 2000 - 2005
Skills
Financial Modeling, Financial Reporting, Financial Analysis, Internal Controls, Accounting, Financial Accounting, Financial Audits, Sarbanes-Oxley Act, Strategic Financial..., Budgets, General Ledger, Cash Flow, Managerial Finance, Variance Analysis, Finance
Education
University of Massachusetts, Amherst 2007 — 2008
Master of Business Administration (M.B.A.)
University of Massachusetts, Amherst 1996 — 2000
Bachelor of Arts (BA), Accounting
American Realty Capital November 2014 - Present
CYS Investments, Inc. April 2007 - May 2014
MFS Investment Management April 2005 - April 2007
State Street 2000 - 2005
Skills
Financial Modeling, Financial Reporting, Financial Analysis, Internal Controls, Accounting, Financial Accounting, Financial Audits, Sarbanes-Oxley Act, Strategic Financial..., Budgets, General Ledger, Cash Flow, Managerial Finance, Variance Analysis, Finance
Education
University of Massachusetts, Amherst 2007 — 2008
Master of Business Administration (M.B.A.)
University of Massachusetts, Amherst 1996 — 2000
Bachelor of Arts (BA), Accounting
Laura Fleming Laura Fleming's MFS Investment Management Experience 1991 - 1997
Job MetLife
Industry Financial Services
Experience
MetLife January 2014 - Present
Protective Life October 2010 - October 2013
Lincoln Financial Group 2006 - 2010
AXA 2005 - 2006
American Skandia June 1997 - May 2005
Prudential Financial - American Skandia 2002 - 2005
MFS Investment Management 1991 - 1997
Skills
Series 7, Retirement Planning, Series 63, Series 6, Variable Annuities, Mutual Funds, Fixed Annuities, 401k, Series 65, Retirement, Investments
Education
University of Massachusetts, Amherst 1987 — 1991
Bachelor's degree, Communication, General
MetLife January 2014 - Present
Protective Life October 2010 - October 2013
Lincoln Financial Group 2006 - 2010
AXA 2005 - 2006
American Skandia June 1997 - May 2005
Prudential Financial - American Skandia 2002 - 2005
MFS Investment Management 1991 - 1997
Skills
Series 7, Retirement Planning, Series 63, Series 6, Variable Annuities, Mutual Funds, Fixed Annuities, 401k, Series 65, Retirement, Investments
Education
University of Massachusetts, Amherst 1987 — 1991
Bachelor's degree, Communication, General
Stephen Mallett's MFS Investment Management Experience August 2015 - Present
Job Senior Asset Control Specialist at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management August 2015 - Present
MFS Investment Management October 2012 - August 2015
State Street Bank September 2010 - October 2012
State Street Bank February 2008 - September 2010
Skills
Banking, Mutual Funds, Securities, Financial Services, Microsoft Excel, Financial Reporting, Microsoft Office, Microsoft Word, Bloomberg, Fixed Income, Equities, Investments, Customer Satisfaction, Customer Service, Outlook, Back Office
Education
Northeastern University 2009 — 2015
Masters in Business Administration, Finance and Human Resource Management
University of Massachusetts, Amherst 2003 — 2007
Bachelor of Arts, Communication
MFS Investment Management August 2015 - Present
MFS Investment Management October 2012 - August 2015
State Street Bank September 2010 - October 2012
State Street Bank February 2008 - September 2010
Skills
Banking, Mutual Funds, Securities, Financial Services, Microsoft Excel, Financial Reporting, Microsoft Office, Microsoft Word, Bloomberg, Fixed Income, Equities, Investments, Customer Satisfaction, Customer Service, Outlook, Back Office
Education
Northeastern University 2009 — 2015
Masters in Business Administration, Finance and Human Resource Management
University of Massachusetts, Amherst 2003 — 2007
Bachelor of Arts, Communication
William L. Barlow, CIMA, CPWA William L. Barlow, CIMA, CPWA's MFS Investment Management Experience 2001 - 2005
Job VP / Investment Strategist at Wells Fargo Private Bank
Industry Investment Management
Experience
Wells Fargo - The Private Bank August 2008 - Present
Placemark Investments 2005 - 2008
MFS Investment Management 2001 - 2005
Morgan Stanley 1999 - 2001
Education
University of Massachusetts, Amherst 1990 — 1994
BS, Political Science, Economics
Williston Northampton School 1986 — 1990
High School
Wells Fargo - The Private Bank August 2008 - Present
Placemark Investments 2005 - 2008
MFS Investment Management 2001 - 2005
Morgan Stanley 1999 - 2001
Education
University of Massachusetts, Amherst 1990 — 1994
BS, Political Science, Economics
Williston Northampton School 1986 — 1990
High School
Alfredo Bou-Assi Alfredo Bou-Assi's MFS Investment Management Experience August 2006 - May 2011
Job Software Developer at ClearCompany: Talent Alignment Platform
Industry Computer Software
Experience
ClearCompany: Talent Alignment Platform June 2015 - Present
Experian QAS US January 2013 - January 2014
Experian Data Quality January 2013 - January 2014
Experian QAS US June 2011 - January 2013
MFS Investment Management August 2006 - May 2011
Skills
Unix, Unix Shell Scripting, C++, ASP.NET, Technical Writing, Technical Communication, C#, C, Salesforce.com, Professional Services, Data Quality, Deduplication, Java, JavaScript, NoSQL, Berkeley DB, AJAX, CRM, SQL, Linux, jQuery, Requirements Analysis, HTML, Software Development, Microsoft SQL Server, Enterprise Software, .NET
Education
Harvard University Extension School 2011 — 2014
Master of Liberal Arts in Extension Studies, Information Technology
University of Massachusetts, Amherst 2001 — 2006
Bachelor of Arts (BA), History
ClearCompany: Talent Alignment Platform June 2015 - Present
Experian QAS US January 2013 - January 2014
Experian Data Quality January 2013 - January 2014
Experian QAS US June 2011 - January 2013
MFS Investment Management August 2006 - May 2011
Skills
Unix, Unix Shell Scripting, C++, ASP.NET, Technical Writing, Technical Communication, C#, C, Salesforce.com, Professional Services, Data Quality, Deduplication, Java, JavaScript, NoSQL, Berkeley DB, AJAX, CRM, SQL, Linux, jQuery, Requirements Analysis, HTML, Software Development, Microsoft SQL Server, Enterprise Software, .NET
Education
Harvard University Extension School 2011 — 2014
Master of Liberal Arts in Extension Studies, Information Technology
University of Massachusetts, Amherst 2001 — 2006
Bachelor of Arts (BA), History
Leanne (Yu) Luk Leanne (Yu) Luk's MFS Investment Management Experience November 2004 - November 2008
Job Budgeting and expenses
Industry Financial Services
Experience
Deutsche Asset Management December 2008 - Present
MFS Investment Management November 2004 - November 2008
State Street July 2001 - November 2004
Skills
Financial Analysis, Real Estate, Microsoft Excel, Financial Reporting, Fund Accounting
Education
University of Massachusetts, Amherst 1998 — 2001
BS, Economics
Deutsche Asset Management December 2008 - Present
MFS Investment Management November 2004 - November 2008
State Street July 2001 - November 2004
Skills
Financial Analysis, Real Estate, Microsoft Excel, Financial Reporting, Fund Accounting
Education
University of Massachusetts, Amherst 1998 — 2001
BS, Economics
Bill Southworth Bill Southworth's MFS Investment Management Experience 2001 - 2002
Job Client Service Manager Retirement Plan Services at New York Life Insurance Company
Industry Financial Services
Experience
John Hancock Financial Services (formerly New York Life Retirement Services) January 2015 - Present
MassMutual Financial Group 2002 - January 2015
MFS Investment Management 2001 - 2002
MFS Investment Management 1998 - 2002
Skills
Customer Service, Financial Services, Mutual Funds, Retirement, Microsoft Excel, Microsoft Office, Investments, Employee Benefits, Microsoft Word, Social Media, PowerPoint, Research, Sales, Outlook, Team Building, 401k, Public Speaking, Leadership, Series 6, Training, Event Planning, Management, Series 63, Relationship Management, Process Improvement, Retirement Planning, Pensions, Insurance, Call Center, Finance
Education
University of Massachusetts, Amherst 1992 — 1996
BA, History
John Hancock Financial Services (formerly New York Life Retirement Services) January 2015 - Present
MassMutual Financial Group 2002 - January 2015
MFS Investment Management 2001 - 2002
MFS Investment Management 1998 - 2002
Skills
Customer Service, Financial Services, Mutual Funds, Retirement, Microsoft Excel, Microsoft Office, Investments, Employee Benefits, Microsoft Word, Social Media, PowerPoint, Research, Sales, Outlook, Team Building, 401k, Public Speaking, Leadership, Series 6, Training, Event Planning, Management, Series 63, Relationship Management, Process Improvement, Retirement Planning, Pensions, Insurance, Call Center, Finance
Education
University of Massachusetts, Amherst 1992 — 1996
BA, History
Serge Savchuk Serge Savchuk's MFS Investment Management Experience August 2015 - Present
Job Fixed Income Analyst MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management August 2015 - Present
Loomis, Sayles & Company June 2014 - August 2014
Liberty Mutual Insurance April 2014 - May 2014
IFC - International Finance Corporation September 2012 - July 2013
P&S Asset Management December 2008 - August 2012
Delta-Capital LLC April 2007 - June 2008
UniCredit April 2003 - April 2007
Skills
Emerging Markets, Private Equity, Deal Sourcing, Portfolio Management, Corporate Governance, Corporate Finance, Project Finance, Investment Banking, Valuation, Asset Managment, Investments, Equities, Communication Skills, Fixed Income, Strategy, Asset Management, Financial Structuring, Banking, Risk Management, Credit Risk, Bonds, Financial Modeling, Mutual Funds, Financial Services
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (MBA)
Kyiv National Trade and Economy University
BS, Economics
MFS Investment Management August 2015 - Present
Loomis, Sayles & Company June 2014 - August 2014
Liberty Mutual Insurance April 2014 - May 2014
IFC - International Finance Corporation September 2012 - July 2013
P&S Asset Management December 2008 - August 2012
Delta-Capital LLC April 2007 - June 2008
UniCredit April 2003 - April 2007
Skills
Emerging Markets, Private Equity, Deal Sourcing, Portfolio Management, Corporate Governance, Corporate Finance, Project Finance, Investment Banking, Valuation, Asset Managment, Investments, Equities, Communication Skills, Fixed Income, Strategy, Asset Management, Financial Structuring, Banking, Risk Management, Credit Risk, Bonds, Financial Modeling, Mutual Funds, Financial Services
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (MBA)
Kyiv National Trade and Economy University
BS, Economics
Cristiam Lopez's MFS Investment Management Experience February 2006 - December 2010
Job Director Offshore Distribution at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2014 - Present
Fidelity Investments January 2012 - April 2014
Fidelity Investments January 2011 - January 2012
MFS Investment Management February 2006 - December 2010
Skills
Mutual Funds, Offshore, Distribution, Banking, Customer Service, Microsoft Excel, Microsoft Office
Education
University of Massachusetts, Amherst
Economics
Fidelity Investments May 2014 - Present
Fidelity Investments January 2012 - April 2014
Fidelity Investments January 2011 - January 2012
MFS Investment Management February 2006 - December 2010
Skills
Mutual Funds, Offshore, Distribution, Banking, Customer Service, Microsoft Excel, Microsoft Office
Education
University of Massachusetts, Amherst
Economics
Tabb Christopher Tabb Christopher's MFS Investment Management Experience February 1999 - Present
Job Fixed Income Trader at MFS Investment Management
Industry
Experience
MFS Investment Management February 1999 - Present
Skills
Fixed Income, Bloomberg, Trading, Mutual Funds
Education
University of Massachusetts, Amherst
MFS Investment Management February 1999 - Present
Skills
Fixed Income, Bloomberg, Trading, Mutual Funds
Education
University of Massachusetts, Amherst
Amanda (Harper) Cox's MFS Investment Management Experience May 2012 - July 2013
Job Strategic Relationship Manager | MBA
Industry Higher Education
Experience
College for America at Southern New Hampshire University September 2015 - Present
Brainshark, Inc. March 2015 - September 2015
Year Up July 2013 - February 2015
MFS Investment Management May 2012 - July 2013
MFS Investment Management March 2011 - May 2012
DeMatteo Monness LLC June 2009 - March 2011
Wake Forest University August 2007 - May 2009
Skills
Customer Service, Finance, Microsoft Excel, Research, Data Analysis, Strategic Planning, Leadership, Analysis, Business Development, Outlook, Salesforce.com, Event Planning, Strategy, Sales, Marketing Strategy, Social Media, Marketing, Market Research, PowerPoint, Fundraising, Social Media Marketing, Teamwork, Competitive Analysis, Social Networking, Facebook, Business Strategy, Public Speaking, Spanish, Nonprofits, Event Management, Human Resources, Management
Education
Wake Forest University 2005 — 2009
B.A., Economics, Spanish
University of Massachusetts Boston
Master of Business Administration (MBA), Marketing, Ranked #1 in May 2015 graduating MBA class
College for America at Southern New Hampshire University September 2015 - Present
Brainshark, Inc. March 2015 - September 2015
Year Up July 2013 - February 2015
MFS Investment Management May 2012 - July 2013
MFS Investment Management March 2011 - May 2012
DeMatteo Monness LLC June 2009 - March 2011
Wake Forest University August 2007 - May 2009
Skills
Customer Service, Finance, Microsoft Excel, Research, Data Analysis, Strategic Planning, Leadership, Analysis, Business Development, Outlook, Salesforce.com, Event Planning, Strategy, Sales, Marketing Strategy, Social Media, Marketing, Market Research, PowerPoint, Fundraising, Social Media Marketing, Teamwork, Competitive Analysis, Social Networking, Facebook, Business Strategy, Public Speaking, Spanish, Nonprofits, Event Management, Human Resources, Management
Education
Wake Forest University 2005 — 2009
B.A., Economics, Spanish
University of Massachusetts Boston
Master of Business Administration (MBA), Marketing, Ranked #1 in May 2015 graduating MBA class
Ian O'Shea Ian O'Shea's MFS Investment Management Experience August 2013 - August 2015
Job Financial Services
Industry Investment Management
Experience
Columbia Threadneedle Investments, US August 2015 - Present
MFS Investment Management August 2013 - August 2015
ALKU Technologies a Division of The Start Group January 2012 - August 2013
Eaton Vance March 2011 - January 2012
Skills
Access, Finance, Sales, Cold Calling, Microsoft Excel, PowerPoint, Excel, Healthy Lifestyles, Economics, Statistics, Word, Corporate Finance, Personal Finance, Nutrition, Management, Microsoft Word, Customer Service, Investments, Financial Services, Time Management
Education
University of Massachusetts, Amherst 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Columbia Threadneedle Investments, US August 2015 - Present
MFS Investment Management August 2013 - August 2015
ALKU Technologies a Division of The Start Group January 2012 - August 2013
Eaton Vance March 2011 - January 2012
Skills
Access, Finance, Sales, Cold Calling, Microsoft Excel, PowerPoint, Excel, Healthy Lifestyles, Economics, Statistics, Word, Corporate Finance, Personal Finance, Nutrition, Management, Microsoft Word, Customer Service, Investments, Financial Services, Time Management
Education
University of Massachusetts, Amherst 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
T. Cameron Jessee, M.Ed T. Cameron Jessee, M.Ed's MFS Investment Management Experience October 2009 - August 2012
Job
Industry Primary/Secondary Education
Experience
K-8 Private School August 2014 - Present
MFS Investment Management October 2009 - August 2012
Skills
Microsoft Office, PowerPoint, Research, Microsoft Word, Training
Education
University of Richmond 2012 — 2014
Master of Education (M.Ed.), Curriculum and Instruction
University of Miami 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
K-8 Private School August 2014 - Present
MFS Investment Management October 2009 - August 2012
Skills
Microsoft Office, PowerPoint, Research, Microsoft Word, Training
Education
University of Richmond 2012 — 2014
Master of Education (M.Ed.), Curriculum and Instruction
University of Miami 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Patrick Hopkins Patrick Hopkins's MFS Investment Management Experience 2012 - 2013
Job Buyer Specialist with The Wilson Group | Keller Williams (Chestnut Hill)
Industry Real Estate
Experience
Keller Williams Realty, Inc. July 2014 - Present
Keller Williams Realty, Inc. November 2013 - Present
MFS Investment Management 2012 - 2013
State Street February 2008 - September 2009
Verizon Wireless December 2006 - January 2008
Skills
Microsoft Excel, Financial Analysis, Real Estate, Residential Homes, First Time Home Buyers, Customer Service, Marketing, Budgets, Real Estate Investment..., Real Estate Financing, Account Management, Real Estate Development, Social Media, Condos, Single Family Homes, Multi Family Properties, Investment Properties, Real Estate Negotiating, Asset Management, Contract Negotiation, Finance, Investments, Real Estate Investor, Social Media Marketing, Valuation
Education
University of Massachusetts Boston 2007 — 2011
BS, Finance
Lexington High School 1995 — 1999
Keller Williams Realty, Inc. July 2014 - Present
Keller Williams Realty, Inc. November 2013 - Present
MFS Investment Management 2012 - 2013
State Street February 2008 - September 2009
Verizon Wireless December 2006 - January 2008
Skills
Microsoft Excel, Financial Analysis, Real Estate, Residential Homes, First Time Home Buyers, Customer Service, Marketing, Budgets, Real Estate Investment..., Real Estate Financing, Account Management, Real Estate Development, Social Media, Condos, Single Family Homes, Multi Family Properties, Investment Properties, Real Estate Negotiating, Asset Management, Contract Negotiation, Finance, Investments, Real Estate Investor, Social Media Marketing, Valuation
Education
University of Massachusetts Boston 2007 — 2011
BS, Finance
Lexington High School 1995 — 1999
Melissa Tomey Melissa Tomey's MFS Investment Management Experience April 2013 - Present
Job
Industry Human Resources
Experience
MFS Investment Management April 2013 - Present
MFS Investment Management November 2006 - April 2013
Buck Consultants March 2006 - October 2006
Yale University August 2004 - March 2006
Skills
Compensation, Performance Management, Organizational..., Training & Development, Deferred Compensation, Employee Training, Human Resources, Workforce Planning, Recruiting, Leadership, Personnel Management, HR Consulting
Education
University of New Haven 2004 — 2005
M.A.
University of Massachusetts Boston 2000 — 2004
B.A.
MFS Investment Management April 2013 - Present
MFS Investment Management November 2006 - April 2013
Buck Consultants March 2006 - October 2006
Yale University August 2004 - March 2006
Skills
Compensation, Performance Management, Organizational..., Training & Development, Deferred Compensation, Employee Training, Human Resources, Workforce Planning, Recruiting, Leadership, Personnel Management, HR Consulting
Education
University of New Haven 2004 — 2005
M.A.
University of Massachusetts Boston 2000 — 2004
B.A.
Christopher Azevedo Christopher Azevedo's MFS Investment Management Experience March 2015 - Present
Job PPM Operations Analyst at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management March 2015 - Present
MFS Investment Management February 2013 - March 2015
Olympia Sports October 2011 - December 2012
Kohl's Department Stores June 2008 - October 2012
Center for Marketing Research September 2010 - December 2010
Green Navigators February 2009 - December 2010
Skills
Social Media, Time Management, SPSS, Microsoft Excel, Management, Advertising, Marketing Research, CRM, Customer Service, PowerPoint, Microsoft Word, Microsoft Office, Facebook, Sales, drupal, SQL, Visual Basic, Microsoft Access, Customer Oriented, Mutual Funds, TA2000, AWD, Accurate Data Entry, Customer Satisfaction
Education
University of Massachusetts Dartmouth 2007 — 2011
Bachelor of Science, Marketing; Minor in Management Information Systems, 3.49
MFS Investment Management March 2015 - Present
MFS Investment Management February 2013 - March 2015
Olympia Sports October 2011 - December 2012
Kohl's Department Stores June 2008 - October 2012
Center for Marketing Research September 2010 - December 2010
Green Navigators February 2009 - December 2010
Skills
Social Media, Time Management, SPSS, Microsoft Excel, Management, Advertising, Marketing Research, CRM, Customer Service, PowerPoint, Microsoft Word, Microsoft Office, Facebook, Sales, drupal, SQL, Visual Basic, Microsoft Access, Customer Oriented, Mutual Funds, TA2000, AWD, Accurate Data Entry, Customer Satisfaction
Education
University of Massachusetts Dartmouth 2007 — 2011
Bachelor of Science, Marketing; Minor in Management Information Systems, 3.49
Cathy Penabad's MFS Investment Management Experience February 2000 - January 2007
Job Retirement Education Consultant at AXA Equitable
Industry Financial Services
Experience
AXA Equitable November 2010 - Present
The Hartford January 2007 - November 2010
MFS Investment Management February 2000 - January 2007
LPL Financial 1996 - 1999
LPL Financial 1996 - 1999
Pioneer Investments 1986 - 1996
Skills
Explaining 401(k)..., Help plan sponsors..., Able to conduct..., Assist Marketing Dept...., Guide advisors and..., Develop Communication..., Research, Portfolio Management, Investments, Financial Services, Mutual Funds, Employee Benefits, Marketing, Retirement, Retirement Planning, Financial Advisory, Fixed Annuities, Wealth Management
Education
University of Massachusetts Boston 1980 — 1985
Bachelor of Arts (BA), Economics
AXA Equitable November 2010 - Present
The Hartford January 2007 - November 2010
MFS Investment Management February 2000 - January 2007
LPL Financial 1996 - 1999
LPL Financial 1996 - 1999
Pioneer Investments 1986 - 1996
Skills
Explaining 401(k)..., Help plan sponsors..., Able to conduct..., Assist Marketing Dept...., Guide advisors and..., Develop Communication..., Research, Portfolio Management, Investments, Financial Services, Mutual Funds, Employee Benefits, Marketing, Retirement, Retirement Planning, Financial Advisory, Fixed Annuities, Wealth Management
Education
University of Massachusetts Boston 1980 — 1985
Bachelor of Arts (BA), Economics
Michelle Kessler Michelle Kessler's MFS Investment Management Experience 1989 - 1994
Job President/Program Director
Industry Education Management
Experience
Green Mountain Youth Enrichment, Inc. d.b.a. Young Rembrandts August 2012 - Present
Main Street Middle School September 2010 - November 2010
Iona & Isahaya International Kids School 2005 - 2008
Kestrel Technologies, Inc. January 2000 - September 2001
CSC 1998 - 2000
Fidelity Investments 1995 - 1998
The Cross Country Group 1994 - 1995
MFS Investment Management 1989 - 1994
Skills
Public Speaking, Non-profits, Staff Development, Curriculum Design, Strategic Planning, Curriculum Development, Fundraising, Event Planning, Research, Leadership Development, Coaching, Program Development, Community Outreach, Higher Education, Social Media, Grant Writing, Team Building, Educational Leadership, Microsoft Office, Public Relations, Project Management, Strategy, Leadership, Program Management
Education
University of Massachusetts Boston 1986 — 1989
Bachelor of Science (BS), Management information systems
University of Massachusetts Dartmouth 1981 — 1985
Bachelor of Fine Arts (B.F.A.), Fine/Studio Arts, General
Green Mountain Youth Enrichment, Inc. d.b.a. Young Rembrandts August 2012 - Present
Main Street Middle School September 2010 - November 2010
Iona & Isahaya International Kids School 2005 - 2008
Kestrel Technologies, Inc. January 2000 - September 2001
CSC 1998 - 2000
Fidelity Investments 1995 - 1998
The Cross Country Group 1994 - 1995
MFS Investment Management 1989 - 1994
Skills
Public Speaking, Non-profits, Staff Development, Curriculum Design, Strategic Planning, Curriculum Development, Fundraising, Event Planning, Research, Leadership Development, Coaching, Program Development, Community Outreach, Higher Education, Social Media, Grant Writing, Team Building, Educational Leadership, Microsoft Office, Public Relations, Project Management, Strategy, Leadership, Program Management
Education
University of Massachusetts Boston 1986 — 1989
Bachelor of Science (BS), Management information systems
University of Massachusetts Dartmouth 1981 — 1985
Bachelor of Fine Arts (B.F.A.), Fine/Studio Arts, General
Jim Maki CIMA® Jim Maki CIMA®'s MFS Investment Management Experience June 1997 - June 2008
Job VP, Global Relationship Manager Bank Trust/RIA
Industry Financial Services
Experience
Eaton Vance June 2008 - Present
MFS Investment Management June 1997 - June 2008
MFS Investment Management 2003 - 2005
Skills
CIMA
Education
University of Massachusetts Boston 1998 — 2003
Bachelor of Arts (BA), Business/Managerial Economics
University of Massachusetts Boston
Eaton Vance June 2008 - Present
MFS Investment Management June 1997 - June 2008
MFS Investment Management 2003 - 2005
Skills
CIMA
Education
University of Massachusetts Boston 1998 — 2003
Bachelor of Arts (BA), Business/Managerial Economics
University of Massachusetts Boston
Gabriel S. Dutra, Jr CIMA Gabriel S. Dutra, Jr CIMA's MFS Investment Management Experience December 1998 - June 2008
Job Regional Vice President at RidgeWorth Investments
Industry Financial Services
Experience
RidgeWorth Investments March 2011 - Present
Allianz Life August 2008 - January 2011
MFS Investment Management December 1998 - June 2008
MFS Investment Management June 1997 - December 1998
Education
University of Massachusetts Dartmouth 1989 — 1993
Bachelor, Economics
Coyle Cassidy
RidgeWorth Investments March 2011 - Present
Allianz Life August 2008 - January 2011
MFS Investment Management December 1998 - June 2008
MFS Investment Management June 1997 - December 1998
Education
University of Massachusetts Dartmouth 1989 — 1993
Bachelor, Economics
Coyle Cassidy
Ryan Sullivan, AIF® Ryan Sullivan, AIF®'s MFS Investment Management Experience January 2003 - June 2007
Job AVP, Global Relationships at Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management June 2007 - Present
MFS Investment Management January 2003 - June 2007
Skills
Mutual Funds, Asset Management, Series 7, Investments, Customer Relations, Customer Service, Asset Managment, Asset Allocation, Series 63, Alternative Investments, ETFs, Series 6, Investment Strategies, Uniform Combined State..., Financial Services, Wealth Management
Education
University of Massachusetts, Amherst 1995 — 1997
BA, English Literature
Assumption College 1993 — 1995
SHS
SHS
Natixis Global Asset Management June 2007 - Present
MFS Investment Management January 2003 - June 2007
Skills
Mutual Funds, Asset Management, Series 7, Investments, Customer Relations, Customer Service, Asset Managment, Asset Allocation, Series 63, Alternative Investments, ETFs, Series 6, Investment Strategies, Uniform Combined State..., Financial Services, Wealth Management
Education
University of Massachusetts, Amherst 1995 — 1997
BA, English Literature
Assumption College 1993 — 1995
SHS
SHS
Nicole O'Neil Nicole O'Neil's MFS Investment Management Experience 2000 - 2005
Job Recruiting Manager at Analysis Group
Industry Human Resources
Experience
Analysis Group January 2012 - Present
Analysis Group 2006 - Present
Boston Properties May 2005 - April 2006
MFS Investment Management 2000 - 2005
Tufts University 1996 - 1999
Skills
College Recruiting, Recruiting, Onboarding, Human Resources, Applicant Tracking..., Career Development, Talent Acquisition, Resume Writing, New Hire Orientations, Career Counseling, Microsoft Excel, Talent Management, Interview Preparation, Training
Education
University of Massachusetts Boston
Bachelor of Arts (B.A.), Psychology
Analysis Group January 2012 - Present
Analysis Group 2006 - Present
Boston Properties May 2005 - April 2006
MFS Investment Management 2000 - 2005
Tufts University 1996 - 1999
Skills
College Recruiting, Recruiting, Onboarding, Human Resources, Applicant Tracking..., Career Development, Talent Acquisition, Resume Writing, New Hire Orientations, Career Counseling, Microsoft Excel, Talent Management, Interview Preparation, Training
Education
University of Massachusetts Boston
Bachelor of Arts (B.A.), Psychology
Stephen Aghiarian's MFS Investment Management Experience December 2013 - July 2014
Job Regional Marketing Associate at Putnam Investments
Industry
Experience
Putnam Investments May 2015 - Present
Putnam Investments December 2014 - Present
MFS Investment Management December 2013 - July 2014
Arbor Networks July 2012 - December 2013
Golf Town June 2010 - June 2012
Skills
Sales Operations, PowerPoint, Microsoft Excel, Microsoft Word, Outlook, Investments, Sales
Education
UMass Lowell 2010 — 2014
Finance
Medford High School
Putnam Investments May 2015 - Present
Putnam Investments December 2014 - Present
MFS Investment Management December 2013 - July 2014
Arbor Networks July 2012 - December 2013
Golf Town June 2010 - June 2012
Skills
Sales Operations, PowerPoint, Microsoft Excel, Microsoft Word, Outlook, Investments, Sales
Education
UMass Lowell 2010 — 2014
Finance
Medford High School
James Abdallah's MFS Investment Management Experience June 2014 - February 2015
Job Sales Training Representative at Ethicon, Inc.
Industry Medical Devices
Experience
Ethicon - Johnson & Johnson February 2015 - Present
MFS Investment Management June 2014 - February 2015
University of Massachusetts Lowell June 2012 - May 2014
MFS Investment Management July 2013 - December 2013
ARAMARK June 2012 - September 2012
Merrimack Valley YMCA June 2008 - June 2012
Skills
Marketing, Leadership, PowerPoint, Microsoft Word, Time Management, Teamwork, Microsoft Excel, Community Outreach, Market Research, Communication
Education
University of Massachusetts at Lowell 2010 — 2014
Bachelor of Science in Business Administration, Finance and Marketing
Ethicon - Johnson & Johnson February 2015 - Present
MFS Investment Management June 2014 - February 2015
University of Massachusetts Lowell June 2012 - May 2014
MFS Investment Management July 2013 - December 2013
ARAMARK June 2012 - September 2012
Merrimack Valley YMCA June 2008 - June 2012
Skills
Marketing, Leadership, PowerPoint, Microsoft Word, Time Management, Teamwork, Microsoft Excel, Community Outreach, Market Research, Communication
Education
University of Massachusetts at Lowell 2010 — 2014
Bachelor of Science in Business Administration, Finance and Marketing
Amber Rose's MFS Investment Management Experience June 2015 - Present
Job Enterprise Architecture CoOp at MFS Investment Management
Industry Architecture & Planning
Experience
MFS Investment Management June 2015 - Present
University of Massachusetts Lowell November 2013 - Present
University of Massachusetts Lowell, Residence Life August 2014 - April 2015
International Student and Scholar Office September 2012 - September 2013
Skills
PowerPoint, Marketing, Microsoft Word, Teamwork, Microsoft Office, Research, Management, Microsoft Excel, Social Media, Event Planning, Windows
Education
University of Massachusetts Lowell 2012 — 2015
Bachelor of Science in Business Administration (BSBA), Marketing and Management
Gandhi Memorial International School 1999 — 2011
International Baccalaurete Certificate and IGCSE
MFS Investment Management June 2015 - Present
University of Massachusetts Lowell November 2013 - Present
University of Massachusetts Lowell, Residence Life August 2014 - April 2015
International Student and Scholar Office September 2012 - September 2013
Skills
PowerPoint, Marketing, Microsoft Word, Teamwork, Microsoft Office, Research, Management, Microsoft Excel, Social Media, Event Planning, Windows
Education
University of Massachusetts Lowell 2012 — 2015
Bachelor of Science in Business Administration (BSBA), Marketing and Management
Gandhi Memorial International School 1999 — 2011
International Baccalaurete Certificate and IGCSE
Greg Rash's MFS Investment Management Experience August 2007 - September 2012
Job Risk Governance, Technology and Bank Operations at Santander Bank, N.A.
Industry Financial Services
Experience
Santander Bank, N.A. August 2015 - Present
Charles Schwab April 2013 - August 2015
MFS Investment Management August 2007 - September 2012
PricewaterhouseCoopers LLP May 2006 - June 2007
KPMG LLP October 2004 - April 2006
Skills
Enterprise Risk..., Internal Audit, Risk Management, Internal Controls, Sarbanes-Oxley Act, Operational Risk..., Auditing, Sarbanes-Oxley, SAS70, COSO, Due Diligence, IT Audit, CISA, Risk Assessment, SOX 404, Business Process..., PeopleSoft, SSAE16, Scenario Analysis, Financial Services, Business Process, Accounting, Finance
Education
University of Miami 1990 — 1994
BBA, Finance
University of Miami 1990 — 1994
Bachelor of Business Administration (BBA), Finance, General
Santander Bank, N.A. August 2015 - Present
Charles Schwab April 2013 - August 2015
MFS Investment Management August 2007 - September 2012
PricewaterhouseCoopers LLP May 2006 - June 2007
KPMG LLP October 2004 - April 2006
Skills
Enterprise Risk..., Internal Audit, Risk Management, Internal Controls, Sarbanes-Oxley Act, Operational Risk..., Auditing, Sarbanes-Oxley, SAS70, COSO, Due Diligence, IT Audit, CISA, Risk Assessment, SOX 404, Business Process..., PeopleSoft, SSAE16, Scenario Analysis, Financial Services, Business Process, Accounting, Finance
Education
University of Miami 1990 — 1994
BBA, Finance
University of Miami 1990 — 1994
Bachelor of Business Administration (BBA), Finance, General
Mary Kleftis Chesler's MFS Investment Management Experience September 2015 - Present
Job
Industry Financial Services
Experience
MFS Investment Management September 2015 - Present
Fidelity Investments December 2010 - May 2015
Fidelity Investments March 2006 - November 2010
Fidelity Investments April 2002 - February 2006
Fidelity Investments November 1996 - March 2002
Skills
Project Management, Agile Project Management, Building Relationships, Global Delivery, Influential Communicator, Program Management, Technology, Business Analysis, SDLC, Leadership, Process Improvement, Vendor Management, Management, Financial Services, Mutual Funds, Agile Methodologies
Education
University of Massachusetts, Amherst 1991 — 1995
BBA, Marketing
Certified Scrum Master (CSM)
MFS Investment Management September 2015 - Present
Fidelity Investments December 2010 - May 2015
Fidelity Investments March 2006 - November 2010
Fidelity Investments April 2002 - February 2006
Fidelity Investments November 1996 - March 2002
Skills
Project Management, Agile Project Management, Building Relationships, Global Delivery, Influential Communicator, Program Management, Technology, Business Analysis, SDLC, Leadership, Process Improvement, Vendor Management, Management, Financial Services, Mutual Funds, Agile Methodologies
Education
University of Massachusetts, Amherst 1991 — 1995
BBA, Marketing
Certified Scrum Master (CSM)
Alan Lambert's MFS Investment Management Experience May 1998 - Present
Job Systems Architect at MFS
Industry Financial Services
Experience
MFS Investment Management May 1998 - Present
John Hancock April 1994 - May 1998
Skills
VMware, Virtualization, Citrix, Microsoft Exchange, Servers, Active Directory, Disaster Recovery, NAS, Vendor Management, Enterprise Architecture, SharePoint, Infrastructure, DHCP, Enterprise Software, Architecture, Windows, Technical Support, VMware ESX, SAN, Data Center, Business Continuity, Solaris, Server Architecture
Education
University of Massachusetts Lowell 1980 — 1985
MFS Investment Management May 1998 - Present
John Hancock April 1994 - May 1998
Skills
VMware, Virtualization, Citrix, Microsoft Exchange, Servers, Active Directory, Disaster Recovery, NAS, Vendor Management, Enterprise Architecture, SharePoint, Infrastructure, DHCP, Enterprise Software, Architecture, Windows, Technical Support, VMware ESX, SAN, Data Center, Business Continuity, Solaris, Server Architecture
Education
University of Massachusetts Lowell 1980 — 1985
Andy Ziergiebel's MFS Investment Management Experience 2004 - 2008
Job Consultant | Retirement Services at Marsh & McLennan Agency New England known locally as Bostonian Group
Industry Financial Services
Experience
Marsh & McLennan Agency - New England known locally as Bostonian Group November 2014 - Present
DailyAccess Corporation May 2013 - November 2014
Putnam Investments April 2010 - May 2013
The Hartford 2008 - April 2010
MFS Investment Management 2004 - 2008
Skills
FINRA Series 6, Series 63, IRA's, 401k, Retirement, FINRA, ERISA, Plan Design, Mutual Funds, Investment Products, Client Service, Brokers, Defined Benefit, Deferred Compensation, Investment Advisory, Pensions, Wealth Management, Retirement Planning, Employee Benefits, Financial Services, Financial Analysis, Defined Contribution, Benefits Administration, Series 6, Fixed Annuities, Asset Allocation, Investments, Alternative Investments, Securities, Relationship Management
Education
University of Massachusetts Dartmouth 2000 — 2004
BS, Marketing
Gloucester High School 1996 — 2000
Marsh & McLennan Agency - New England known locally as Bostonian Group November 2014 - Present
DailyAccess Corporation May 2013 - November 2014
Putnam Investments April 2010 - May 2013
The Hartford 2008 - April 2010
MFS Investment Management 2004 - 2008
Skills
FINRA Series 6, Series 63, IRA's, 401k, Retirement, FINRA, ERISA, Plan Design, Mutual Funds, Investment Products, Client Service, Brokers, Defined Benefit, Deferred Compensation, Investment Advisory, Pensions, Wealth Management, Retirement Planning, Employee Benefits, Financial Services, Financial Analysis, Defined Contribution, Benefits Administration, Series 6, Fixed Annuities, Asset Allocation, Investments, Alternative Investments, Securities, Relationship Management
Education
University of Massachusetts Dartmouth 2000 — 2004
BS, Marketing
Gloucester High School 1996 — 2000
Kathryn Youngman's MFS Investment Management Experience 1998 - 2008
Job Healthcare Data Analyst at Brockton Neighborhood Health Center
Industry Information Technology and Services
Experience
Brockton Neighborhood Health Center September 2014 - Present
HallKeen Management February 2014 - August 2014
Iron Mountain March 2009 - November 2013
MFS Investment Management 1998 - 2008
Skills
Troubleshooting, Customer Service, Training, Business Analysis, Requirements Gathering, Process Improvement, SharePoint, Testing, Disaster Recovery, Vendor Management, Visio, Business Process..., Mutual Funds, New Business Development, Financial Services, Asset Managment, Research, Project Management, Business Requirements
Education
University of Massachusetts, Amherst
Brockton Neighborhood Health Center September 2014 - Present
HallKeen Management February 2014 - August 2014
Iron Mountain March 2009 - November 2013
MFS Investment Management 1998 - 2008
Skills
Troubleshooting, Customer Service, Training, Business Analysis, Requirements Gathering, Process Improvement, SharePoint, Testing, Disaster Recovery, Vendor Management, Visio, Business Process..., Mutual Funds, New Business Development, Financial Services, Asset Managment, Research, Project Management, Business Requirements
Education
University of Massachusetts, Amherst
Kristina (Marini) Pryor's MFS Investment Management Experience March 2000 - March 2008
Job SSAD
Industry Financial Services
Experience
SSAD April 2015 - Present
Valassis September 2013 - April 2015
MFS Investment Management March 2000 - March 2008
Skills
401k, Mutual Funds, Investments, Retirement Planning, Financial Services, Defined Contribution, Relationship Management, Series 63, Retirement, Series 6, Securities, Team Building, FINRA, Sales, Series 7, Pensions
Education
University of Massachusetts Dartmouth 1988 — 1992
Political Science and Government
SSAD April 2015 - Present
Valassis September 2013 - April 2015
MFS Investment Management March 2000 - March 2008
Skills
401k, Mutual Funds, Investments, Retirement Planning, Financial Services, Defined Contribution, Relationship Management, Series 63, Retirement, Series 6, Securities, Team Building, FINRA, Sales, Series 7, Pensions
Education
University of Massachusetts Dartmouth 1988 — 1992
Political Science and Government
Mona Page's MFS Investment Management Experience 1985 - Present
Job MFS Investment Management
Industry Financial Services
Experience
MFS 1986 - Present
MFS Investment Management 1985 - Present
MFS Investment Management 1985 - Present
Skills
Identity Management
Education
University of Massachusetts Boston 1974 — 1979
Bachelors, Eduacation
Boston State College
Northeastern University
MFS 1986 - Present
MFS Investment Management 1985 - Present
MFS Investment Management 1985 - Present
Skills
Identity Management
Education
University of Massachusetts Boston 1974 — 1979
Bachelors, Eduacation
Boston State College
Northeastern University
Christina Sefranek's MFS Investment Management Experience September 1998 - December 2002
Job Senior Systems Engineer at Lewtan
Industry Information Technology and Services
Experience
Moody's Analytics October 2013 - Present
SEIU Local 615 February 2011 - June 2013
TIC Business Consultants January 2009 - February 2011
NeuroPhysics Corporation August 2003 - March 2009
MFS Investment Management September 1998 - December 2002
MFS Investment Management March 1996 - September 1998
GCC Technologies 1994 - 1996
Skills
Disaster Recovery, VMware, Active Directory, Integration, System Administration, Virtualization, Business Continuity, LDAP, Security, Solaris, Unix, TCP/IP, Cisco Technologies, Enterprise Architecture, Risk Management, Risk Assessment, 201 CMR 17.00 compliance, Network Administration, Network Security, Network Design, Firewalls, Troubleshooting, Information Technology, Operating Systems, Computer Forensics, Software Documentation, Networking, Databases, Servers, Technical Support, Information Security, Enterprise Software, DNS
Education
University of Massachusetts at Lowell 2006 — 2010
Bachelor of Science, Information Technology
University of Massachusetts at Lowell 1992 — 1995
Chemical Engineering
Moody's Analytics October 2013 - Present
SEIU Local 615 February 2011 - June 2013
TIC Business Consultants January 2009 - February 2011
NeuroPhysics Corporation August 2003 - March 2009
MFS Investment Management September 1998 - December 2002
MFS Investment Management March 1996 - September 1998
GCC Technologies 1994 - 1996
Skills
Disaster Recovery, VMware, Active Directory, Integration, System Administration, Virtualization, Business Continuity, LDAP, Security, Solaris, Unix, TCP/IP, Cisco Technologies, Enterprise Architecture, Risk Management, Risk Assessment, 201 CMR 17.00 compliance, Network Administration, Network Security, Network Design, Firewalls, Troubleshooting, Information Technology, Operating Systems, Computer Forensics, Software Documentation, Networking, Databases, Servers, Technical Support, Information Security, Enterprise Software, DNS
Education
University of Massachusetts at Lowell 2006 — 2010
Bachelor of Science, Information Technology
University of Massachusetts at Lowell 1992 — 1995
Chemical Engineering
Jonathan M. Dwyer's MFS Investment Management Experience 2005 - 2008
Job Institutional Sales and Client Relations
Industry Investment Management
Experience
MB Advisors 2013 - Present
Income Research & Management 2009 - 2012
Income Research & Management 2008 - 2009
MFS Investment Management 2005 - 2008
MFS Investment Management 2004 - 2005
Skills
Bloomberg, Relationship Management, Fixed Income, Equities, Alternative Investments, Financial Markets, Barclays Point, Markit Hub, SalesLogix, ClientLogix, FactSet, Consultant Relations, Due Diligence, Institutional Investing, Series 6, Series 63, Asset Allocation, Client Service Oriented, Financial Services, Hedge Funds, Investment Strategies, Client Services, Institutional..., Investments
Education
University of Massachusetts, Amherst 1999 — 2003
Bachelor of Arts (B.A.), Economics
MB Advisors 2013 - Present
Income Research & Management 2009 - 2012
Income Research & Management 2008 - 2009
MFS Investment Management 2005 - 2008
MFS Investment Management 2004 - 2005
Skills
Bloomberg, Relationship Management, Fixed Income, Equities, Alternative Investments, Financial Markets, Barclays Point, Markit Hub, SalesLogix, ClientLogix, FactSet, Consultant Relations, Due Diligence, Institutional Investing, Series 6, Series 63, Asset Allocation, Client Service Oriented, Financial Services, Hedge Funds, Investment Strategies, Client Services, Institutional..., Investments
Education
University of Massachusetts, Amherst 1999 — 2003
Bachelor of Arts (B.A.), Economics
Parveen Kapoor's MFS Investment Management Experience June 2008 - July 2009
Job Accountant/Client Services seeking opportunities in Boston Area
Industry Financial Services
Experience
Hebrew Senior Life July 2009 - March 2010
MFS Investment Management June 2008 - July 2009
JPMorgan & Chase May 2006 - June 2008
Brown Brothers Harriman 2007 - 2007
Education
University of Massachusetts Boston 1995 — 2001
Bachelor, Management & Accounting
Hebrew Senior Life July 2009 - March 2010
MFS Investment Management June 2008 - July 2009
JPMorgan & Chase May 2006 - June 2008
Brown Brothers Harriman 2007 - 2007
Education
University of Massachusetts Boston 1995 — 2001
Bachelor, Management & Accounting
Carolyn Comoletti's MFS Investment Management Experience July 2000 - June 2007
Job Vice President at State Street
Industry Financial Services
Experience
State Street May 2015 - Present
State Street Bank June 2007 - Present
MFS Investment Management July 2000 - June 2007
Metlife Securities 1999 - 2000
Education
University of Massachusetts Boston
University of Massachusetts Dartmouth
State Street May 2015 - Present
State Street Bank June 2007 - Present
MFS Investment Management July 2000 - June 2007
Metlife Securities 1999 - 2000
Education
University of Massachusetts Boston
University of Massachusetts Dartmouth
Justin Miller, CFA's MFS Investment Management Experience November 2007 - March 2014
Job Portfolio Specialist at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management April 2014 - Present
MFS Investment Management November 2007 - March 2014
Peak Financial Management, Inc. December 2005 - November 2007
Investors Bank & Trust 2001 - 2005
Skills
Asset Allocation, Due Diligence, Investment Strategies, Investments, Economics, Mutual Funds, Alternative Investments, Series 7
Education
Northeastern University 2011 — 2013
Master of Business Administration (M.B.A.), Marketing
University of Massachusetts Dartmouth
B.S., Finance
Morgan Stanley Investment Management April 2014 - Present
MFS Investment Management November 2007 - March 2014
Peak Financial Management, Inc. December 2005 - November 2007
Investors Bank & Trust 2001 - 2005
Skills
Asset Allocation, Due Diligence, Investment Strategies, Investments, Economics, Mutual Funds, Alternative Investments, Series 7
Education
Northeastern University 2011 — 2013
Master of Business Administration (M.B.A.), Marketing
University of Massachusetts Dartmouth
B.S., Finance
Philip ODonnell's MFS Investment Management Experience 1998 - 2007
Job Vice President, Global Real Estate and Building Services at TomTom
Industry Real Estate
Experience
TomTom August 2010 - Present
TomTom 2008 - February 2010
MFS Investment Management 1998 - 2007
Skills
Cross-functional Team..., Vendor Management, Program Management, Management, Business Analysis, Contract Negotiation, Process Improvement, Change Management, Outsourcing, Product Management, Integration, Strategy, Strategic Planning, Project Management, Lease Negotiations, Supplier Negotiation, Business Strategy, Capital Budgeting, Operating Budgets, Department Budget..., Facilities Management, Facilities Operations, Corporate Real Estate, International Real..., Leadership, Project Planning, Negotiation, Business Process..., Portfolio Management, Team Building, Construction, Real Estate, Budgets
Education
Western New England College School of Law 1993 — 1997
JD, Law
University of Massachusetts, Amherst 1983 — 1987
BBA, Finance
TomTom August 2010 - Present
TomTom 2008 - February 2010
MFS Investment Management 1998 - 2007
Skills
Cross-functional Team..., Vendor Management, Program Management, Management, Business Analysis, Contract Negotiation, Process Improvement, Change Management, Outsourcing, Product Management, Integration, Strategy, Strategic Planning, Project Management, Lease Negotiations, Supplier Negotiation, Business Strategy, Capital Budgeting, Operating Budgets, Department Budget..., Facilities Management, Facilities Operations, Corporate Real Estate, International Real..., Leadership, Project Planning, Negotiation, Business Process..., Portfolio Management, Team Building, Construction, Real Estate, Budgets
Education
Western New England College School of Law 1993 — 1997
JD, Law
University of Massachusetts, Amherst 1983 — 1987
BBA, Finance
Jan Butler's MFS Investment Management Experience
Job Senior Financial Reporting Analyst
Industry Investment Management
Experience
MFS Investment Management
Skills
Event Planning, Nonprofits, Public Speaking, Strategic Planning, Community Outreach, Fundraising, Program Development, Leadership Development, Research, Social Media, Program Management
Education
University of Massachusetts Boston 1987 — 1991
BACHOLARS, ECONOMICS/ACCOUNTING
MFS Investment Management
Skills
Event Planning, Nonprofits, Public Speaking, Strategic Planning, Community Outreach, Fundraising, Program Development, Leadership Development, Research, Social Media, Program Management
Education
University of Massachusetts Boston 1987 — 1991
BACHOLARS, ECONOMICS/ACCOUNTING
Elio Mauro's MFS Investment Management Experience March 2011 - Present
Job at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management March 2011 - Present
MFS Investment Management March 2010 - February 2011
MFS Investment Management June 2005 - February 2010
State Street June 2001 - June 2005
State Street December 1998 - June 2001
Skills
Mutual Funds, Business Analysis, Project Management, Fund Accounting, Financial Services
Education
University of Massachusetts, Amherst 1992 — 1996
BA, Finance
Wakefield High School 1988 — 1992
MFS Investment Management March 2011 - Present
MFS Investment Management March 2010 - February 2011
MFS Investment Management June 2005 - February 2010
State Street June 2001 - June 2005
State Street December 1998 - June 2001
Skills
Mutual Funds, Business Analysis, Project Management, Fund Accounting, Financial Services
Education
University of Massachusetts, Amherst 1992 — 1996
BA, Finance
Wakefield High School 1988 — 1992
Wai Yin Cheng's MFS Investment Management Experience February 2005 - September 2006
Job Underwriter at Wells Fargo Capital Finance
Industry Banking
Experience
Wells Fargo Capital Finance August 2012 - Present
Wells Fargo Capital Finance March 2010 - August 2012
Wells Fargo Foothill September 2006 - April 2010
MFS Investment Management February 2005 - September 2006
State Street Bank 2001 - 2005
Education
University of Massachusetts, Amherst 1997 — 2001
Wells Fargo Capital Finance August 2012 - Present
Wells Fargo Capital Finance March 2010 - August 2012
Wells Fargo Foothill September 2006 - April 2010
MFS Investment Management February 2005 - September 2006
State Street Bank 2001 - 2005
Education
University of Massachusetts, Amherst 1997 — 2001
Jan Clifford's MFS Investment Management Experience 1995 - 2004
Job Independent Financial Services Professional
Industry Financial Services
Experience
MFS Service Center, Inc April 1995 - January 2005
Massachusetts Financial Services 1988 - December 2004
MFS Investment Management 1995 - 2004
MFS 1995 - 2004
Boston Financial Data Services 1973 - 1988
Boston Financial 1973 - 1988
Education
University of Maryland College Park 1962 — 1966
MFS Service Center, Inc April 1995 - January 2005
Massachusetts Financial Services 1988 - December 2004
MFS Investment Management 1995 - 2004
MFS 1995 - 2004
Boston Financial Data Services 1973 - 1988
Boston Financial 1973 - 1988
Education
University of Maryland College Park 1962 — 1966
Christopher Adey's MFS Investment Management Experience October 1998 - October 2000
Job CoHead, Global Institutional Sales at AGF Investments
Industry Investment Management
Experience
AGF Investments March 2015 - Present
AGF Investments April 2012 - February 2015
GE Asset Management January 2010 - March 2012
GE Asset Management June 2006 - November 2010
Baring Asset Management November 2000 - May 2006
MFS Investment Management October 1998 - October 2000
Cambridge Associates April 1991 - October 1998
Skills
Equities, Institutional, Asset Management, Asset Managment, Business Development, Management, Portfolio Management, Alternative Investments, Investment Advisory, Asset Allocation, Investments, Equity Valuation, Series 7, Investment Strategies, Wealth Management, Hedge Funds, Mutual Funds, Leadership, Fixed Income, Investment Management, Bloomberg, Equity Research, Financial Advisory, Private Equity, Capital Markets, Securities, Financial Services, Institutional..., Pensions, Valuation, Emerging Markets, Due Diligence, Financial Markets, Financial Modeling, Relationship Management, Strategic Financial..., Fund Of Funds, Investor Relations, Trading, Bonds, Client Services, Derivatives, Options, Risk Management, Asset, Pension Funds
Education
University of Massachusetts Dartmouth 1985 — 1990
Bachelor of Arts, English - Writing & Communications
AGF Investments March 2015 - Present
AGF Investments April 2012 - February 2015
GE Asset Management January 2010 - March 2012
GE Asset Management June 2006 - November 2010
Baring Asset Management November 2000 - May 2006
MFS Investment Management October 1998 - October 2000
Cambridge Associates April 1991 - October 1998
Skills
Equities, Institutional, Asset Management, Asset Managment, Business Development, Management, Portfolio Management, Alternative Investments, Investment Advisory, Asset Allocation, Investments, Equity Valuation, Series 7, Investment Strategies, Wealth Management, Hedge Funds, Mutual Funds, Leadership, Fixed Income, Investment Management, Bloomberg, Equity Research, Financial Advisory, Private Equity, Capital Markets, Securities, Financial Services, Institutional..., Pensions, Valuation, Emerging Markets, Due Diligence, Financial Markets, Financial Modeling, Relationship Management, Strategic Financial..., Fund Of Funds, Investor Relations, Trading, Bonds, Client Services, Derivatives, Options, Risk Management, Asset, Pension Funds
Education
University of Massachusetts Dartmouth 1985 — 1990
Bachelor of Arts, English - Writing & Communications
William Gulledge's MFS Investment Management Experience Customer Service RepMFS Investment ManagementAugust 2004 - Present
Job Customer Service Rep at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management Customer Service RepMFS Investment ManagementAugust 2004 - Present
MFS Investment Mgmt August 2003 - Present
MFS Investment Management 2004 - 2009
Education
University of Massachusetts Boston 2000 — 2008
MFS Investment Management Customer Service RepMFS Investment ManagementAugust 2004 - Present
MFS Investment Mgmt August 2003 - Present
MFS Investment Management 2004 - 2009
Education
University of Massachusetts Boston 2000 — 2008
Richard Belmont's MFS Investment Management Experience Financial Software EngineerMFS Investment Management1987 - 2008
Job Financial Software Engineer at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management Financial Software EngineerMFS Investment Management1987 - 2008
Education
University of Massachusetts Boston 1981 — 1986
BA, Economics/Political Science
MFS Investment Management Financial Software EngineerMFS Investment Management1987 - 2008
Education
University of Massachusetts Boston 1981 — 1986
BA, Economics/Political Science
Daniel P. Barry's MFS Investment Management Experience June 1996 - February 2008
Job Director, TPA Account Management at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group January 2013 - Present
The Hartford February 2008 - December 2012
MFS Investment Management June 1996 - February 2008
Fidelity Investments May 1994 - June 1996
State Street 1990 - 1995
Skills
401k, Pensions, Profit Sharing, Cash Balance, Qualified Retirement..., Mutual Funds, Retirement, Investments, Wealth Management
Education
University of Massachusetts Boston
Boston College High Scool
MassMutual Financial Group January 2013 - Present
The Hartford February 2008 - December 2012
MFS Investment Management June 1996 - February 2008
Fidelity Investments May 1994 - June 1996
State Street 1990 - 1995
Skills
401k, Pensions, Profit Sharing, Cash Balance, Qualified Retirement..., Mutual Funds, Retirement, Investments, Wealth Management
Education
University of Massachusetts Boston
Boston College High Scool
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
Alison Genest's MFS Investment Management Experience July 2006 - Present
Job Sr. Learning & Development Consultant at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management July 2006 - Present
Comverse May 2004 - July 2006
Investors Bank & Trust April 2001 - March 2003
Skills
Organizational..., Leadership Development, Leadership, Staff Development, Onboarding, Human Resources, Training, Succession Planning, Consulting, Talent Acquisition, Training Delivery, Employee Relations, Executive Coaching, Performance Management, Talent Management, Management
Education
University of Massachusetts Lowell
BS, Finance, Psychology
MFS Investment Management July 2006 - Present
Comverse May 2004 - July 2006
Investors Bank & Trust April 2001 - March 2003
Skills
Organizational..., Leadership Development, Leadership, Staff Development, Onboarding, Human Resources, Training, Succession Planning, Consulting, Talent Acquisition, Training Delivery, Employee Relations, Executive Coaching, Performance Management, Talent Management, Management
Education
University of Massachusetts Lowell
BS, Finance, Psychology
Stephen Fucile's MFS Investment Management Experience July 2006 - Present
Job Trade Processing Coordinator at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management July 2006 - Present
Education
University of Massachusetts Boston 2003 — 2008
MFS Investment Management July 2006 - Present
Education
University of Massachusetts Boston 2003 — 2008
Peter Filonowicz's MFS Investment Management Experience June 1996 - Present
Job AVP at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management June 1996 - Present
Dynamics Research 1990 - 1996
Education
University of Massachusetts Lowell 1986 — 1990
MFS Investment Management June 1996 - Present
Dynamics Research 1990 - 1996
Education
University of Massachusetts Lowell 1986 — 1990
Philip Stewart's MFS Investment Management Experience August 2012 - Present
Job Director Defined Contribution Investment Specialist at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management August 2012 - Present
Wells Fargo August 2005 - August 2012
Wells Fargo September 2001 - August 2005
Wells Fargo September 1996 - September 2001
Skills
Series 63, Mutual Funds, Leadership, Institutional..., Risk Management, Investments, 401k, Marketing, Series 7, Asset Allocation, Defined Contribution, Investment Advisory, Asset Management, Retirement, Retirement Planning, Financial Services
Education
University of St. Thomas - Opus College of Business 2004 — 2008
MBA, Finance and Marketing
University of Minnesota - Carlson School of Management 1996 — 2001
BA, Finance and Marketing
MFS Investment Management August 2012 - Present
Wells Fargo August 2005 - August 2012
Wells Fargo September 2001 - August 2005
Wells Fargo September 1996 - September 2001
Skills
Series 63, Mutual Funds, Leadership, Institutional..., Risk Management, Investments, 401k, Marketing, Series 7, Asset Allocation, Defined Contribution, Investment Advisory, Asset Management, Retirement, Retirement Planning, Financial Services
Education
University of St. Thomas - Opus College of Business 2004 — 2008
MBA, Finance and Marketing
University of Minnesota - Carlson School of Management 1996 — 2001
BA, Finance and Marketing
Timothy Cameron Jessee's MFS Investment Management Experience October 2009 - Present
Job Client Services Rep I at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management October 2009 - Present
Cbeyond August 2008 - October 2008
MFS Investment Management May 2007 - August 2007
Education
University of Miami - School of Business 2004 — 2008
Bachelor of Business Administration, FInance
MFS Investment Management October 2009 - Present
Cbeyond August 2008 - October 2008
MFS Investment Management May 2007 - August 2007
Education
University of Miami - School of Business 2004 — 2008
Bachelor of Business Administration, FInance
Lynne Lenhardt's MFS Investment Management Experience 1986 - 1990
Job Office Assistant at Town of Duxbury
Industry Education Management
Experience
Town of Duxbury Inside WholesalerColonial Investment Services1990 - 1997
MFS Investment Management 1986 - 1990
Education
University of Massachusetts, Amherst 1982 — 1986
BA, Major:Communications Minor:Economics
Town of Duxbury Inside WholesalerColonial Investment Services1990 - 1997
MFS Investment Management 1986 - 1990
Education
University of Massachusetts, Amherst 1982 — 1986
BA, Major:Communications Minor:Economics
Jackie Cote's MFS Investment Management Experience July 1985 - June 2004
Job Events Director at UPPO
Industry Nonprofit Organization Management
Experience
UPPO July 2009 - May 2014
Unclaimed Property Professionals Organization July 2004 - June 2009
MFS Investment Management July 1985 - June 2004
Skills
Contract Negotiation, Meeting Planning, Event Planning, Budgets, Event Management, Nonprofits, Financial Analysis, Website Updating, Accounting, MS Office 365, Strategic Planning, Microsoft Excel, Microsoft Office, Outlook, Financial Reporting, Leadership, Customer Service, Mergers & Acquisitions, Forecasting, Management, Negotiation, Finance, New Business Development, Insurance, Due Diligence, Investments, Marketing, Risk Management, Process Improvement, Real Estate, Analysis, Project Management, Team Building, Corporate Events, Marketing Event Planning
Education
University of Massachusetts Lowell 1983 — 1985
BA, Accounting
UPPO July 2009 - May 2014
Unclaimed Property Professionals Organization July 2004 - June 2009
MFS Investment Management July 1985 - June 2004
Skills
Contract Negotiation, Meeting Planning, Event Planning, Budgets, Event Management, Nonprofits, Financial Analysis, Website Updating, Accounting, MS Office 365, Strategic Planning, Microsoft Excel, Microsoft Office, Outlook, Financial Reporting, Leadership, Customer Service, Mergers & Acquisitions, Forecasting, Management, Negotiation, Finance, New Business Development, Insurance, Due Diligence, Investments, Marketing, Risk Management, Process Improvement, Real Estate, Analysis, Project Management, Team Building, Corporate Events, Marketing Event Planning
Education
University of Massachusetts Lowell 1983 — 1985
BA, Accounting
Douglas Coombs's MFS Investment Management Experience 2009 - Present
Job Group Manager
Industry Financial Services
Experience
MFS Investment Management 2009 - Present
MFS Investment Management 2000 - 2008
Education
University of Massachusetts, Amherst 1980 — 1984
Bachelor of Arts (B.A.), Communication and Media Studies
MFS Investment Management 2009 - Present
MFS Investment Management 2000 - 2008
Education
University of Massachusetts, Amherst 1980 — 1984
Bachelor of Arts (B.A.), Communication and Media Studies
Kerry Ruhle's MFS Investment Management Experience May 2004 - Present
Job Graphic Designer at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management May 2004 - Present
Education
University of Massachusetts, Amherst
MFS Investment Management May 2004 - Present
Education
University of Massachusetts, Amherst
Lesley Erikson's MFS Investment Management Experience August 2001 - October 2005
Job Operations Coordinator at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. June 2013 - Present
Cape Cod Five July 2012 - June 2013
Fidelity Investments November 2007 - February 2009
Evergreen Investments December 2005 - November 2007
MFS Investment Management August 2001 - October 2005
MFS Investment Management January 1999 - August 2001
Investors Bank & Trust 1999 - 1999
Skills
Series 63, Public Speaking, Microsoft Office, Investments, Securities, Legal Writing, Mutual Funds, Leadership
Education
University of Massachusetts, Amherst 1991 — 1994
BA, English
Stifel Financial Corp. June 2013 - Present
Cape Cod Five July 2012 - June 2013
Fidelity Investments November 2007 - February 2009
Evergreen Investments December 2005 - November 2007
MFS Investment Management August 2001 - October 2005
MFS Investment Management January 1999 - August 2001
Investors Bank & Trust 1999 - 1999
Skills
Series 63, Public Speaking, Microsoft Office, Investments, Securities, Legal Writing, Mutual Funds, Leadership
Education
University of Massachusetts, Amherst 1991 — 1994
BA, English
Andy Barrack-Anidi's MFS Investment Management Experience June 2011 - Present
Job Fund Treasury Sr Tax Supervisor at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management June 2011 - Present
State Street August 2008 - June 2011
JP Morgan Chase September 2007 - August 2008
Investors Bank & Trust 2005 - 2007
Skills
Financial Reporting, Tax, Mutual Funds, Hedge Funds, Tax Preparation, Asset Management, Alternative Investments, Tax Research, Accounting, Financial Analysis, SEC filings
Education
University of Massachusetts Boston
BS, Accounting
MFS Investment Management June 2011 - Present
State Street August 2008 - June 2011
JP Morgan Chase September 2007 - August 2008
Investors Bank & Trust 2005 - 2007
Skills
Financial Reporting, Tax, Mutual Funds, Hedge Funds, Tax Preparation, Asset Management, Alternative Investments, Tax Research, Accounting, Financial Analysis, SEC filings
Education
University of Massachusetts Boston
BS, Accounting
Gregory J Bonzagni's MFS Investment Management Experience July 2000 - June 2005
Job National Sales Manager Sammons Retirement Solutions, a member of Sammons Financial Group
Industry Financial Services
Experience
Sammons Retirement Solutions, a member of Sammons Financial Group January 2013 - Present
Sammons Retirement Solutions, a member of Sammons Financial Group October 2011 - December 2012
Principal Global Investors April 2011 - October 2011
ING February 2007 - December 2010
JPMorgan Asset Management June 2005 - February 2007
MFS Investment Management July 2000 - June 2005
John Hancock Funds May 1998 - June 2000
Skills
Mutual Funds, Financial Services, Sales Management, Fixed Annuities, Insurance, Asset Management, Leadership, CRM, Salesforce.com, Sales Operations, Series 63, Wealth Management, Sales, Management, Business Planning, Marketing Strategy, Sales Presentations, Series 7, Marketing, Selling, Training
Education
University of Massachusetts, Amherst 1990 — 1994
Bachelor, History
Sammons Retirement Solutions, a member of Sammons Financial Group January 2013 - Present
Sammons Retirement Solutions, a member of Sammons Financial Group October 2011 - December 2012
Principal Global Investors April 2011 - October 2011
ING February 2007 - December 2010
JPMorgan Asset Management June 2005 - February 2007
MFS Investment Management July 2000 - June 2005
John Hancock Funds May 1998 - June 2000
Skills
Mutual Funds, Financial Services, Sales Management, Fixed Annuities, Insurance, Asset Management, Leadership, CRM, Salesforce.com, Sales Operations, Series 63, Wealth Management, Sales, Management, Business Planning, Marketing Strategy, Sales Presentations, Series 7, Marketing, Selling, Training
Education
University of Massachusetts, Amherst 1990 — 1994
Bachelor, History
Jason Dornhoffer's MFS Investment Management Experience October 1994 - May 2003
Job Owner, united worldwidePrivate Car Service
Industry Consumer Services
Experience
united worldwide, inc. January 2006 - Present
MFS Investment Management October 1994 - May 2003
Education
University of Massachusetts Boston
B.A., American Studies w/Dbl minor in American and British History
united worldwide, inc. January 2006 - Present
MFS Investment Management October 1994 - May 2003
Education
University of Massachusetts Boston
B.A., American Studies w/Dbl minor in American and British History
Kevin Schmitz's MFS Investment Management Experience June 2011 - Present
Job Portfolio Manager at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management June 2011 - Present
MFS Investment Management June 2002 - June 2011
Education
University of Michigan 1991 — 1995
BBA, Finance
MFS Investment Management June 2011 - Present
MFS Investment Management June 2002 - June 2011
Education
University of Michigan 1991 — 1995
BBA, Finance
Keith Small, CIMA, CRPC, EA's MFS Investment Management Experience May 2000 - May 2003
Job Business Consultant for Financial Advisors
Industry Financial Services
Experience
Cetera Financial Group June 2009 - Present
OppenheimerFunds July 2005 - January 2009
OppenheimerFunds September 2003 - June 2005
MFS Investment Management May 2000 - May 2003
Eaton Vance September 1998 - May 2000
Skills
Series 7, Retirement Planning, Asset Allocation, Series 63, Fixed Annuities, Series 24, Series 65, CIMA, IRS Enrolled Agent, CRPC
Education
University of Massachusetts, Amherst 1990 — 1994
BS, Sales and Marketing
Cetera Financial Group June 2009 - Present
OppenheimerFunds July 2005 - January 2009
OppenheimerFunds September 2003 - June 2005
MFS Investment Management May 2000 - May 2003
Eaton Vance September 1998 - May 2000
Skills
Series 7, Retirement Planning, Asset Allocation, Series 63, Fixed Annuities, Series 24, Series 65, CIMA, IRS Enrolled Agent, CRPC
Education
University of Massachusetts, Amherst 1990 — 1994
BS, Sales and Marketing
Gloria Lacek's MFS Investment Management Experience March 2010 - December 2011
Job Management Associate, Research Operations at Cambridge Associates
Industry Investment Management
Experience
Cambridge Associates December 2011 - Present
Cambridge Associates LLC 2013 - 2015
Cambridge Associates LLC 2013 - 2015
Cambridge Associates LLC 2013 - 2015
MFS Investment Management March 2010 - December 2011
Wellington Management Company, LLP 2004 - 2009
Wellington Management Company, LLP 2002 - 2004
Wellington Management Company, LLP 2001 - 2002
Education
Boston University - Graduate School of Management
M.B.A., Entrepreneurial Concentration
L'Université Catholique de l'Ouest - Angers
French Studies
University of Massachusetts, Amherst
B.S., Hotel, Restaurant and Travel Administration
Cambridge Associates December 2011 - Present
Cambridge Associates LLC 2013 - 2015
Cambridge Associates LLC 2013 - 2015
Cambridge Associates LLC 2013 - 2015
MFS Investment Management March 2010 - December 2011
Wellington Management Company, LLP 2004 - 2009
Wellington Management Company, LLP 2002 - 2004
Wellington Management Company, LLP 2001 - 2002
Education
Boston University - Graduate School of Management
M.B.A., Entrepreneurial Concentration
L'Université Catholique de l'Ouest - Angers
French Studies
University of Massachusetts, Amherst
B.S., Hotel, Restaurant and Travel Administration
Rick Hovsepian's MFS Investment Management Experience September 2013 - Present
Job Market Specialist
Industry Financial Services
Experience
MFS Investment Management September 2013 - Present
MFS Investment Management March 2011 - August 2013
MFS Investment Management April 2010 - March 2011
Adecco October 2009 - April 2010
Lincoln Maritime Center June 2003 - September 2009
University of Maryland, College Park April 2006 - May 2009
Skills
Microsoft Excel, Microsoft Office, Data Analysis, Customer Service, PowerPoint, Project Management, Account Management, Outlook, Social Media, Staffing Analysis, Department Budgeting, Forecasting, Workforce Management
Education
University of Maryland College Park 2005 — 2009
Bachelor of Arts, Government and Politics
MFS Investment Management September 2013 - Present
MFS Investment Management March 2011 - August 2013
MFS Investment Management April 2010 - March 2011
Adecco October 2009 - April 2010
Lincoln Maritime Center June 2003 - September 2009
University of Maryland, College Park April 2006 - May 2009
Skills
Microsoft Excel, Microsoft Office, Data Analysis, Customer Service, PowerPoint, Project Management, Account Management, Outlook, Social Media, Staffing Analysis, Department Budgeting, Forecasting, Workforce Management
Education
University of Maryland College Park 2005 — 2009
Bachelor of Arts, Government and Politics
Marguerite Moran's MFS Investment Management Experience August 1986 - August 1987
Job
Industry Primary/Secondary Education
Experience
Phillips Exeter Children's Center March 2003 - Present
Quincy Public Schools September 1996 - June 1998
MFS Investment Management August 1986 - August 1987
H. C. Copeland Financial Services March 1984 - May 1986
MFA Financial Corp September 1980 - March 1984
Boston Public Schools September 1974 - June 1975
Skills
Curriculum Design, Classroom Management, Teaching, Educational Leadership, Art, Program Development, Program Management, Office..., Fundraising
Education
University of Massachusetts Boston
Bachelor's degree, Education
University of Massachusetts Boston, graduate studies
Phillips Exeter Children's Center March 2003 - Present
Quincy Public Schools September 1996 - June 1998
MFS Investment Management August 1986 - August 1987
H. C. Copeland Financial Services March 1984 - May 1986
MFA Financial Corp September 1980 - March 1984
Boston Public Schools September 1974 - June 1975
Skills
Curriculum Design, Classroom Management, Teaching, Educational Leadership, Art, Program Development, Program Management, Office..., Fundraising
Education
University of Massachusetts Boston
Bachelor's degree, Education
University of Massachusetts Boston, graduate studies
Sean Powers's MFS Investment Management Experience June 2006 - December 2006
Job Vice President at Scottish Development International
Industry International Trade and Development
Experience
Scottish Development International January 2008 - Present
MFS Investment Management June 2006 - December 2006
Skills
Economic Development, International Trade, Policy Analysis, International Business, Market Research, International..., Economics, Strategic Planning, Strategy, Start-ups, Sales, Marketing, Business Development, Event Management
Education
University of Massachusetts, Amherst 2003 — 2006
Bachelor's Degree, Marketing
Scottish Development International January 2008 - Present
MFS Investment Management June 2006 - December 2006
Skills
Economic Development, International Trade, Policy Analysis, International Business, Market Research, International..., Economics, Strategic Planning, Strategy, Start-ups, Sales, Marketing, Business Development, Event Management
Education
University of Massachusetts, Amherst 2003 — 2006
Bachelor's Degree, Marketing
Sarah Skvir's MFS Investment Management Experience July 1986 - Present
Job Supervisor at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management July 1986 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, ACS Sales Reporting, CRM Databases
Education
University of Massachusetts, Amherst
MFS Investment Management July 1986 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, ACS Sales Reporting, CRM Databases
Education
University of Massachusetts, Amherst
Sheila Rodrigues Carter's MFS Investment Management Experience September 2000 - March 2008
Job Assistant Vice President at Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management September 2012 - Present
State Street March 2008 - October 2012
MFS Investment Management September 2000 - March 2008
Skills
Series 7, Series 24, Series 63, Compliance Management, Code of Ethics
Education
University of Massachusetts, Amherst 1993 — 1997
BA, Finance
Natixis Global Asset Management September 2012 - Present
State Street March 2008 - October 2012
MFS Investment Management September 2000 - March 2008
Skills
Series 7, Series 24, Series 63, Compliance Management, Code of Ethics
Education
University of Massachusetts, Amherst 1993 — 1997
BA, Finance
Jillian Furman's MFS Investment Management Experience 2000 - 2001
Job Material Planner at Welch's
Industry Consumer Goods
Experience
Welch's September 2013 - Present
Welch's October 2011 - August 2013
Welch's May 2006 - October 2011
Conversent Communications 2003 - 2006
MFS Investment Management 2000 - 2001
Skills
Inventory Management, Supply Chain, Analysis, Microsoft Excel, Customer Service, Account Management, Microsoft Office, Cross-functional Team..., Process Improvement
Education
University of Massachusetts, Amherst
Bachelor of Science, Resource Economics
Welch's September 2013 - Present
Welch's October 2011 - August 2013
Welch's May 2006 - October 2011
Conversent Communications 2003 - 2006
MFS Investment Management 2000 - 2001
Skills
Inventory Management, Supply Chain, Analysis, Microsoft Excel, Customer Service, Account Management, Microsoft Office, Cross-functional Team..., Process Improvement
Education
University of Massachusetts, Amherst
Bachelor of Science, Resource Economics
Pam Lessard's MFS Investment Management Experience 2001 - Present
Job Senior Project Leader, Marketing/Communications
Industry Financial Services
Experience
MFS Investment Management 2001 - Present
Skills
Securities, Data Management, Mutual Funds, Requirements Gathering, Financial Services, Series 7, Asset Management, Visio, Project Management, Adobe Acrobat, Mentoring, Risk Management, SQL, Microsoft Excel, Business Analysis, Leadership, Investments, SharePoint, Marketing Communications, Requirements Analysis
Education
University of Massachusetts, Amherst
Bachelorâs Degree
MFS Investment Management 2001 - Present
Skills
Securities, Data Management, Mutual Funds, Requirements Gathering, Financial Services, Series 7, Asset Management, Visio, Project Management, Adobe Acrobat, Mentoring, Risk Management, SQL, Microsoft Excel, Business Analysis, Leadership, Investments, SharePoint, Marketing Communications, Requirements Analysis
Education
University of Massachusetts, Amherst
Bachelorâs Degree
Jim Koopman's MFS Investment Management Experience January 2006 - October 2006
Job Assistant Controller at Parthenon Capital Partners
Industry Venture Capital & Private Equity
Experience
Parthenon Capital January 2011 - Present
Parthenon Capital November 2007 - December 2010
Walsh, Jastrem & Browne, LLP November 2006 - November 2007
MFS Investment Management January 2006 - October 2006
MFS Investment Management November 2003 - December 2005
State Street January 2000 - October 2003
Skills
Accounting, Financial Analysis, Financial Reporting
Education
University of Massachusetts Boston 2010 — 2012
MS, Accounting
University of Massachusetts Boston 1994 — 1998
BS, Management/Accounting
Braintree High School 1990 — 1994
Parthenon Capital January 2011 - Present
Parthenon Capital November 2007 - December 2010
Walsh, Jastrem & Browne, LLP November 2006 - November 2007
MFS Investment Management January 2006 - October 2006
MFS Investment Management November 2003 - December 2005
State Street January 2000 - October 2003
Skills
Accounting, Financial Analysis, Financial Reporting
Education
University of Massachusetts Boston 2010 — 2012
MS, Accounting
University of Massachusetts Boston 1994 — 1998
BS, Management/Accounting
Braintree High School 1990 — 1994
julio lee jr's MFS Investment Management Experience January 2012 - May 2014
Job Desktop Support at MFS Investment Management
Industry Computer & Network Security
Experience
Siemens/Atos December 2011 - Present
Goodwin Procter LLP June 2014 - June 2014
MFS Investment Management January 2012 - May 2014
itstaffing March 2011 - March 2011
Dell/Perot System May 2009 - December 2009
Network Analyst May 1995 - May 2003
Skills
Servers, Software Installation, Troubleshooting, Active Directory, Desktop Support, Laptops, Peripherals, Windows 7, VPN, DHCP, Citrix, Antivirus, Computer Hardware, Remedy, Cisco, Hubs, Network Administration, XP, Printers, Remote Access, Hardware, Network Security, HP, WINS, DNS, Windows Server, Switches, Technical Support
Education
University of Massachusetts Boston 1978 — 1980
bs
another course to college 1975 — 1977
HS Diploma
another couse to college 1975 — 1977
hs degreee
Siemens/Atos December 2011 - Present
Goodwin Procter LLP June 2014 - June 2014
MFS Investment Management January 2012 - May 2014
itstaffing March 2011 - March 2011
Dell/Perot System May 2009 - December 2009
Network Analyst May 1995 - May 2003
Skills
Servers, Software Installation, Troubleshooting, Active Directory, Desktop Support, Laptops, Peripherals, Windows 7, VPN, DHCP, Citrix, Antivirus, Computer Hardware, Remedy, Cisco, Hubs, Network Administration, XP, Printers, Remote Access, Hardware, Network Security, HP, WINS, DNS, Windows Server, Switches, Technical Support
Education
University of Massachusetts Boston 1978 — 1980
bs
another course to college 1975 — 1977
HS Diploma
another couse to college 1975 — 1977
hs degreee
William Herterich's MFS Investment Management Experience March 2005 - April 2008
Job Business Analyst at Liberty Mutual
Industry Financial Services
Experience
Liberty Mutual October 2012 - Present
Liberty Mutual May 2011 - September 2012
MFS Institutional Advisors, Inc. at MFS Investment Managemen April 2008 - July 2010
MFS Investment Management March 2005 - April 2008
MFS Investment Management May 1992 - March 2005
MFS Investment Management April 2001 - April 2002
Skills
Business Analysis, Project Management, Mutual Funds, Operations Management, Analysis, Strategic Planning, Relationship Management, Outsourcing, Sales, Product Development, Financial Services, Risk Management, Insurance, Customer Service, Process Improvement, Banking, Marketing, Business Strategy, FINRA
Education
University of Massachusetts, Amherst
BA, Economics
Liberty Mutual October 2012 - Present
Liberty Mutual May 2011 - September 2012
MFS Institutional Advisors, Inc. at MFS Investment Managemen April 2008 - July 2010
MFS Investment Management March 2005 - April 2008
MFS Investment Management May 1992 - March 2005
MFS Investment Management April 2001 - April 2002
Skills
Business Analysis, Project Management, Mutual Funds, Operations Management, Analysis, Strategic Planning, Relationship Management, Outsourcing, Sales, Product Development, Financial Services, Risk Management, Insurance, Customer Service, Process Improvement, Banking, Marketing, Business Strategy, FINRA
Education
University of Massachusetts, Amherst
BA, Economics
Cindy Pargan Badger's MFS Investment Management Experience 2006 - September 2007
Job Sr. IT Asset Administrator at Bain Capital
Industry Venture Capital & Private Equity
Experience
Bain Capital July 2015 - Present
Bain Capital January 2012 - Present
Mary Kay Inc. August 2011 - Present
Bain Capital April 2007 - January 2012
MFS Investment Management 2006 - September 2007
MFS Investment Management 2000 - 2006
Skills
Requirements Gathering, SharePoint, Microsoft Office, Windows 7, Outlook, Business Analysis, Troubleshooting, Disaster Recovery, Vendor Management, Project Management, Leadership, Access, Requirements Analysis, Windows Server, Software Documentation, Technical Support, Lotus Notes, System Administration, Windows, XP, Visio, Active Directory, Microsoft Excel, Management, Customer Service, Microsoft SQL Server, SQL, Process Improvement, Networking, VMware, Servers
Education
UMass Boston
Computer Technology/Computer Systems Technology
Bain Capital July 2015 - Present
Bain Capital January 2012 - Present
Mary Kay Inc. August 2011 - Present
Bain Capital April 2007 - January 2012
MFS Investment Management 2006 - September 2007
MFS Investment Management 2000 - 2006
Skills
Requirements Gathering, SharePoint, Microsoft Office, Windows 7, Outlook, Business Analysis, Troubleshooting, Disaster Recovery, Vendor Management, Project Management, Leadership, Access, Requirements Analysis, Windows Server, Software Documentation, Technical Support, Lotus Notes, System Administration, Windows, XP, Visio, Active Directory, Microsoft Excel, Management, Customer Service, Microsoft SQL Server, SQL, Process Improvement, Networking, VMware, Servers
Education
UMass Boston
Computer Technology/Computer Systems Technology
Lynn Le's MFS Investment Management Experience January 2012 - June 2012
Job Internal Business Consultant at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments May 2014 - Present
John Hancock Financial Services July 2013 - January 2014
RuffaloCODY August 2012 - July 2013
MFS Investment Management January 2012 - June 2012
The Body Shop November 2010 - November 2011
Skills
Mutual Funds, Management, Retirement Planning, Series 6, Series 63, Financial Reporting, CRM, Analysis, Investments, Leadership, Microsoft Excel, Microsoft Office
Education
University of Massachusetts at Lowell 2010 — 2014
Business (Finance & Marketing)
John Hancock Investments May 2014 - Present
John Hancock Financial Services July 2013 - January 2014
RuffaloCODY August 2012 - July 2013
MFS Investment Management January 2012 - June 2012
The Body Shop November 2010 - November 2011
Skills
Mutual Funds, Management, Retirement Planning, Series 6, Series 63, Financial Reporting, CRM, Analysis, Investments, Leadership, Microsoft Excel, Microsoft Office
Education
University of Massachusetts at Lowell 2010 — 2014
Business (Finance & Marketing)
Sharif Abouleish's MFS Investment Management Experience July 2014 - Present
Job Analytic Support Associate at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management July 2014 - Present
MFS Investment Management June 2012 - July 2014
Education
University of Maine 2007 — 2011
B.S. in Business Administration with a Major in Finance, Finance
MFS Investment Management July 2014 - Present
MFS Investment Management June 2012 - July 2014
Education
University of Maine 2007 — 2011
B.S. in Business Administration with a Major in Finance, Finance
Kerby Chan's MFS Investment Management Experience September 2010 - December 2010
Job Client Operations Admin at State Street
Industry Accounting
Experience
State Street February 2013 - Present
State Street February 2011 - February 2013
MFS Investment Management September 2010 - December 2010
Museum of Fine Arts, Boston July 2003 - August 2004
Skills
Accounting, Financial Analysis, Financial Reporting, Auditing, Internal Controls, Mutual Funds, Microsoft Excel, Finance, Portfolio Management, PeopleSoft, Microsoft Office
Education
University of Massachusetts Boston 2008 — 2010
Bachelor's degree, Accounting and Finance
State Street February 2013 - Present
State Street February 2011 - February 2013
MFS Investment Management September 2010 - December 2010
Museum of Fine Arts, Boston July 2003 - August 2004
Skills
Accounting, Financial Analysis, Financial Reporting, Auditing, Internal Controls, Mutual Funds, Microsoft Excel, Finance, Portfolio Management, PeopleSoft, Microsoft Office
Education
University of Massachusetts Boston 2008 — 2010
Bachelor's degree, Accounting and Finance
Johnny Huynh's MFS Investment Management Experience September 2011 - March 2012
Job Financial Services Professional
Industry Financial Services
Experience
MFS Investment Management September 2011 - March 2012
Education
University of Massachusetts, Amherst 2005 — 2010
Bachelor of Science (BS), Business/Managerial Economics
MFS Investment Management September 2011 - March 2012
Education
University of Massachusetts, Amherst 2005 — 2010
Bachelor of Science (BS), Business/Managerial Economics
Joanne O'Connor's MFS Investment Management Experience September 1995 - February 2008
Job Sole Proprietor at KnitSewGreen/Sustainable Products for Family and Home
Industry Renewables & Environment
Experience
KnitSewGreen September 2015 - Present
Town of Weymouth October 2014 - Present
Green Pro Bono March 2013 - January 2014
The Hartford January 2009 - January 2013
The Hartford March 2008 - January 2013
MFS Investment Management September 1995 - February 2008
Skills
Fundraising, Strategy, Newsletters, Requirements Gathering, Prospect Research, Community Advocacy, Analytical Skills, Start-ups, Program Management, Analysis, Highly Analytical, Financial Services, Quality Assurance, Vendor Management, Volunteer Management, Energy Efficiency, Renewable Energy, Entrepreneurial..., Product Demonstration..., Start-up Operations, Flexible Management..., Collaboration with..., Eye For Detail, Newsletter Writing, Strategic Leadership, Leadership, Public Speaking, Strategic Planning
Education
University of Massachusetts Boston
BA
KnitSewGreen September 2015 - Present
Town of Weymouth October 2014 - Present
Green Pro Bono March 2013 - January 2014
The Hartford January 2009 - January 2013
The Hartford March 2008 - January 2013
MFS Investment Management September 1995 - February 2008
Skills
Fundraising, Strategy, Newsletters, Requirements Gathering, Prospect Research, Community Advocacy, Analytical Skills, Start-ups, Program Management, Analysis, Highly Analytical, Financial Services, Quality Assurance, Vendor Management, Volunteer Management, Energy Efficiency, Renewable Energy, Entrepreneurial..., Product Demonstration..., Start-up Operations, Flexible Management..., Collaboration with..., Eye For Detail, Newsletter Writing, Strategic Leadership, Leadership, Public Speaking, Strategic Planning
Education
University of Massachusetts Boston
BA
Julie Hammond's MFS Investment Management Experience July 2002 - December 2007
Job Assistant Director of Marketing at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group January 2013 - July 2014
The Hartford January 2008 - December 2012
MFS Investment Management July 2002 - December 2007
State Street Global Advisors March 1999 - June 2002
New York Life Benefit Services March 1996 - February 1999
Fidelity Investments June 1991 - February 1996
Skills
Marketing, Project Management, Direct Marketing, Series 6, 401k, Marketing Communications, Marketing Strategy, Series 63, Financial Services, Relationship Management, Retirement, Retirement Planning, Email Marketing, Mutual Funds
Education
University of Massachusetts, Amherst
Bachelor of Science (BS)
MassMutual Financial Group January 2013 - July 2014
The Hartford January 2008 - December 2012
MFS Investment Management July 2002 - December 2007
State Street Global Advisors March 1999 - June 2002
New York Life Benefit Services March 1996 - February 1999
Fidelity Investments June 1991 - February 1996
Skills
Marketing, Project Management, Direct Marketing, Series 6, 401k, Marketing Communications, Marketing Strategy, Series 63, Financial Services, Relationship Management, Retirement, Retirement Planning, Email Marketing, Mutual Funds
Education
University of Massachusetts, Amherst
Bachelor of Science (BS)
Paul Penti's MFS Investment Management Experience 2008 - Present
Job Supervisor at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management 2008 - Present
State Street Bank 2001 - 2005
Skills
Investments, Mutual Funds
Education
University of Massachusetts, Amherst
Bachelor's degree, Economics
University of Massachusetts, Amherst
Bachelor of Business Administration (B.B.A.), Economics
MFS Investment Management 2008 - Present
State Street Bank 2001 - 2005
Skills
Investments, Mutual Funds
Education
University of Massachusetts, Amherst
Bachelor's degree, Economics
University of Massachusetts, Amherst
Bachelor of Business Administration (B.B.A.), Economics
Brian Farrelly's MFS Investment Management Experience March 2002 - June 2008
Job Financial Reporting Manager at State Street Bank
Industry Financial Services
Experience
State Street Bank June 2011 - Present
Allegiance Capital July 2008 - June 2011
MFS Investment Management March 2002 - June 2008
Skills
Financial Reporting, SEC filings, Brokerage, Fund Accounting, Mutual Funds, Fund Administration, Equity Trading
Education
University of Massachusetts, Amherst 1994 — 1998
Bachelor of Business Administration (B.B.A.), Economics and Finance
State Street Bank June 2011 - Present
Allegiance Capital July 2008 - June 2011
MFS Investment Management March 2002 - June 2008
Skills
Financial Reporting, SEC filings, Brokerage, Fund Accounting, Mutual Funds, Fund Administration, Equity Trading
Education
University of Massachusetts, Amherst 1994 — 1998
Bachelor of Business Administration (B.B.A.), Economics and Finance
Girard Francois's MFS Investment Management Experience March 2008 - February 2012
Job Lead Structured Finance Analyst at U.S. Bank
Industry Financial Services
Experience
U.S. Bank September 2013 - Present
Century 21 June 2014 - Present
U.S. Bank February 2012 - September 2013
MFS Investment Management March 2008 - February 2012
Skills
Banking, Loans, Credit, Credit Analysis, Commercial Banking, Mortgage Lending, Commercial Lending, Retail Banking, Financial Analysis, Consumer Lending, Credit Risk, Risk Management, Loan Origination, sales
Education
University of Massachusetts Boston
Bachelor's degree, Economics
U.S. Bank September 2013 - Present
Century 21 June 2014 - Present
U.S. Bank February 2012 - September 2013
MFS Investment Management March 2008 - February 2012
Skills
Banking, Loans, Credit, Credit Analysis, Commercial Banking, Mortgage Lending, Commercial Lending, Retail Banking, Financial Analysis, Consumer Lending, Credit Risk, Risk Management, Loan Origination, sales
Education
University of Massachusetts Boston
Bachelor's degree, Economics
Leo DiLorenzo's MFS Investment Management Experience July 2012 - Present
Job FrontEnd Trading Compliance Professional
Industry Financial Services
Experience
MFS Investment Management July 2012 - Present
MFS Investment Management September 2008 - July 2012
Fidelity Investments September 2006 - August 2008
Investors Bank & Trust April 2004 - September 2006
Investors Bank & Trust April 2004 - May 2005
Skills
Trade Compliance, Portfolio Risk, Financial Services, Equities, Mutual Funds, Fixed Income
Education
University of Massachusetts Dartmouth
Bachelor of Science (BS), Business Information Systems
MFS Investment Management July 2012 - Present
MFS Investment Management September 2008 - July 2012
Fidelity Investments September 2006 - August 2008
Investors Bank & Trust April 2004 - September 2006
Investors Bank & Trust April 2004 - May 2005
Skills
Trade Compliance, Portfolio Risk, Financial Services, Equities, Mutual Funds, Fixed Income
Education
University of Massachusetts Dartmouth
Bachelor of Science (BS), Business Information Systems
Andrew Solari's MFS Investment Management Experience February 1999 - March 2006
Job
Industry
Experience
Dillon Consulting Group, LLC (DCG) August 2009 - Present
J.M. Dillon (Now DCG) June 2008 - August 2009
Fidelity Investments March 2006 - June 2008
MFS Investment Management February 1999 - March 2006
Education
University of Massachusetts, Amherst 1992 — 1996
Bachelor's Degree
Dillon Consulting Group, LLC (DCG) August 2009 - Present
J.M. Dillon (Now DCG) June 2008 - August 2009
Fidelity Investments March 2006 - June 2008
MFS Investment Management February 1999 - March 2006
Education
University of Massachusetts, Amherst 1992 — 1996
Bachelor's Degree
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group