MFS Investment Management
Industry: Investment management company
DescriptionMFS Investment Management is an American-based global investment manager, formerly known as Massachusetts Financial Services. Founded in 1924, MFS is one of the oldest asset management companies in the world and has been credited with pioneering the mutual fund. Assets under management: 448.7 billion USD (April 30, 2017) CEO: Robert J Manning (2004–) Headquarters: Boston, Massachusetts, United States Parent organization: Sun Life Financial
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MFS Investment Management Employees
Employee
Years
Job
Industry
Connor Slein Connor Slein's MFS Investment Management Experience July 2013 - January 2014
Job Area Sales Representative at American Funds
Industry Financial Services
Experience
American Funds July 2014 - Present
University of New Hampshire Campus Recreation August 2010 - May 2014
MFS Investment Management July 2013 - January 2014
Lake Sunapee Bank May 2012 - January 2013
Strategic Advocacy June 2011 - September 2011
Skills
Microsoft Excel, Public Relations, Microsoft Word, PowerPoint, Editing, Sales, Sales Management, Sales Operations, Direct Sales, Customer Service
Education
University of New Hampshire 2010 — 2014
Bachelor's Degree, Political Science and Government
American Funds July 2014 - Present
University of New Hampshire Campus Recreation August 2010 - May 2014
MFS Investment Management July 2013 - January 2014
Lake Sunapee Bank May 2012 - January 2013
Strategic Advocacy June 2011 - September 2011
Skills
Microsoft Excel, Public Relations, Microsoft Word, PowerPoint, Editing, Sales, Sales Management, Sales Operations, Direct Sales, Customer Service
Education
University of New Hampshire 2010 — 2014
Bachelor's Degree, Political Science and Government
Vahid Atefi Aghayan Vahid Atefi Aghayan's MFS Investment Management Experience January 2013 - Present
Job Senior Director, Data Architecture at Columbia Management
Industry Investment Management
Experience
Columbia Management January 2014 - Present
MFS Investment Management January 2013 - Present
Bio Dynamics LLC January 2011 - January 2013
Attivio November 2011 - January 2012
Verizon November 2009 - June 2010
Ameriprise Financial September 2002 - December 2009
Deutsche Asset Management (Scudder) 2001 - 2002
Putnam Investments 1995 - 2001
GTE labs March 1995 - October 1995
Time Warner Communication 1994 - 1995
Skills
Data Warehousing, Business Analysis, Data Analysis, Business Intelligence, Requirements Analysis, Business Relationship..., Data Modeling
Education
University of Minnesota-Twin Cities 1980 — 1987
BA, Compute Sience
Columbia Management January 2014 - Present
MFS Investment Management January 2013 - Present
Bio Dynamics LLC January 2011 - January 2013
Attivio November 2011 - January 2012
Verizon November 2009 - June 2010
Ameriprise Financial September 2002 - December 2009
Deutsche Asset Management (Scudder) 2001 - 2002
Putnam Investments 1995 - 2001
GTE labs March 1995 - October 1995
Time Warner Communication 1994 - 1995
Skills
Data Warehousing, Business Analysis, Data Analysis, Business Intelligence, Requirements Analysis, Business Relationship..., Data Modeling
Education
University of Minnesota-Twin Cities 1980 — 1987
BA, Compute Sience
Mary O'Brien Henderson Mary O'Brien Henderson's MFS Investment Management Experience September 2005 - April 2010
Job Independent Senior Pampered Chef Consultant
Industry Retail
Experience
The Pampered Chef March 2012 - Present
The Llano News July 2012 - November 2012
Looking for career move in Customer Service/Business Admin field April 2010 - March 2012
MFS Investment Management September 2005 - April 2010
MFS Investment Management September 2005 - April 2010
National Financial Data Services April 2000 - September 2005
BFDS Midwest April 2000 - September 2005
Commerce Bank October 1999 - April 2000
Commerce Bank October 1999 - April 2000
Sallie Mae July 1997 - August 1999
Skills
Excel, PowerPoint, 10 Key, Problem Solving, Customer Service, Microsoft Office, Word, Public Speaking, Teamwork, Call Center, Data Entry, Call Centers, Microsoft Excel, Outlook, Customer Satisfaction, Team Building, Process Scheduler, Training, Time Management, Sales, Leadership, Coaching, Recruiting, Microsoft Word, Analysis, Software Documentation, Process Improvement, Account Management, Operations Management, Management, Budgets, Administration, Marketing, Customer Retention, Event Planning, Strategic Planning, Team Leadership, Social Networking, Leadership Development, Finance
Education
University of Phoenix 2008 — 2013
Bachelor’s of Science Degree, Business Administration
The Pampered Chef March 2012 - Present
The Llano News July 2012 - November 2012
Looking for career move in Customer Service/Business Admin field April 2010 - March 2012
MFS Investment Management September 2005 - April 2010
MFS Investment Management September 2005 - April 2010
National Financial Data Services April 2000 - September 2005
BFDS Midwest April 2000 - September 2005
Commerce Bank October 1999 - April 2000
Commerce Bank October 1999 - April 2000
Sallie Mae July 1997 - August 1999
Skills
Excel, PowerPoint, 10 Key, Problem Solving, Customer Service, Microsoft Office, Word, Public Speaking, Teamwork, Call Center, Data Entry, Call Centers, Microsoft Excel, Outlook, Customer Satisfaction, Team Building, Process Scheduler, Training, Time Management, Sales, Leadership, Coaching, Recruiting, Microsoft Word, Analysis, Software Documentation, Process Improvement, Account Management, Operations Management, Management, Budgets, Administration, Marketing, Customer Retention, Event Planning, Strategic Planning, Team Leadership, Social Networking, Leadership Development, Finance
Education
University of Phoenix 2008 — 2013
Bachelor’s of Science Degree, Business Administration
Thomas Londergan's MFS Investment Management Experience June 2014 - August 2014
Job Business Associate at Wellington Management
Industry Investment Management
Experience
Wellington Management July 2015 - Present
MFS Investment Management June 2014 - August 2014
MFS Investment Management June 2013 - August 2013
Knights of Columbus Pool May 2009 - August 2012
Skills
Bloomberg, Financial Modeling, VBA, Statistics, Financial Reporting, Quantitative Analytics, Valuation, Analysis, Microsoft Excel, Account Reconciliation
Education
University of Notre Dame - Mendoza College of Business 2011 — 2015
Bachelor of Business Administration, Finance and Economics
Boston College High School 2007 — 2011
Wellington Management July 2015 - Present
MFS Investment Management June 2014 - August 2014
MFS Investment Management June 2013 - August 2013
Knights of Columbus Pool May 2009 - August 2012
Skills
Bloomberg, Financial Modeling, VBA, Statistics, Financial Reporting, Quantitative Analytics, Valuation, Analysis, Microsoft Excel, Account Reconciliation
Education
University of Notre Dame - Mendoza College of Business 2011 — 2015
Bachelor of Business Administration, Finance and Economics
Boston College High School 2007 — 2011
Steven Graziano Steven Graziano's MFS Investment Management Experience June 2013 - Present
Job Graduate of University of Richmond Robins School of Business
Industry Financial Services
Experience
MFS Investment Management June 2013 - Present
MFS Investment Management September 2012 - June 2013
Natixis Global Asset Management June 2011 - August 2011
UBS Wealth Management July 2010 - July 2010
Education
University of Richmond - Robins School of Business 2008 — 2012
Bachelor of Science, Business Administration; Marketing
MFS Investment Management June 2013 - Present
MFS Investment Management September 2012 - June 2013
Natixis Global Asset Management June 2011 - August 2011
UBS Wealth Management July 2010 - July 2010
Education
University of Richmond - Robins School of Business 2008 — 2012
Bachelor of Science, Business Administration; Marketing
Duncan Murphy Duncan Murphy's MFS Investment Management Experience November 2010 - December 2011
Job Hospitality
Industry Hospitality
Experience
Spring Valley Country Club April 2008 - Present
VBT Bicycling and Walking Vacations June 2013 - September 2013
MFS Investment Management November 2010 - December 2011
Carter Brothers, LLC September 2009 - December 2009
William A. Berry & Son, Inc. May 2007 - September 2007
Skills
Customer Service, Adventure Travel, Creative Strategy, Business Networking, Tour Management, Tourism, Inbound Marketing, Blogging, Social Media, Writing, Sales, Marketing, SEO, Business Strategy, Management, Public Speaking
Education
University of Vermont School of Business Administration 2005 — 2009
Bachelor of Science, Business Administration
International Guide Academy
Certified International Tour Manager (CITM), Tour Management
University of Nicosia
Global Learning Semesters: Semester in Europe, International Business
Spring Valley Country Club April 2008 - Present
VBT Bicycling and Walking Vacations June 2013 - September 2013
MFS Investment Management November 2010 - December 2011
Carter Brothers, LLC September 2009 - December 2009
William A. Berry & Son, Inc. May 2007 - September 2007
Skills
Customer Service, Adventure Travel, Creative Strategy, Business Networking, Tour Management, Tourism, Inbound Marketing, Blogging, Social Media, Writing, Sales, Marketing, SEO, Business Strategy, Management, Public Speaking
Education
University of Vermont School of Business Administration 2005 — 2009
Bachelor of Science, Business Administration
International Guide Academy
Certified International Tour Manager (CITM), Tour Management
University of Nicosia
Global Learning Semesters: Semester in Europe, International Business
Jay Barak's MFS Investment Management Experience 2005 - 2007
Job Director, Retirement Education West Coast at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group October 2013 - Present
MassMutual Financial Group November 2010 - September 2013
ADP November 2009 - November 2010
The Hartford November 2005 - November 2009
MFS Investment Management 2005 - 2007
CUNA Mutual Group August 1996 - November 2004
Skills
401k, Retirement Planning, Defined Contribution, Qualified Retirement..., Series 7, Retirement Plan..., Series 24, Public Speaking, Retirement, Mutual Funds, Series 63, Asset Allocation, Employee Benefits, Fixed Annuities, Wealth Management, Investments
Education
University of Northern Iowa 1992 — 1996
BS, Finance
MassMutual Financial Group October 2013 - Present
MassMutual Financial Group November 2010 - September 2013
ADP November 2009 - November 2010
The Hartford November 2005 - November 2009
MFS Investment Management 2005 - 2007
CUNA Mutual Group August 1996 - November 2004
Skills
401k, Retirement Planning, Defined Contribution, Qualified Retirement..., Series 7, Retirement Plan..., Series 24, Public Speaking, Retirement, Mutual Funds, Series 63, Asset Allocation, Employee Benefits, Fixed Annuities, Wealth Management, Investments
Education
University of Northern Iowa 1992 — 1996
BS, Finance
Ben Powers ACC's MFS Investment Management Experience 2005 - 2006
Job Leadership Development Consulting
Industry Management Consulting
Experience
Pilothouse Leadership LLC July 2013 - Present
Ben Powers Yacht Racing 2009 - 2012
Time Machine Custom Woodcraft 2009 - 2012
Sun Life Financial 2006 - 2009
Boston Sailing Center 2005 - 2009
MFS Investment Management 2005 - 2006
Skills
Coaching, Sales, Management, Start-ups, Executive Coaching, Personal Development, New Business Development, Boating, Yachting, Marketing, Small Business, Navigation, Workshop Facilitation, Emotional Intelligence, Leadership, Woodworking, Life Coaching, Sports, Maritime, Finish Woodworking, Sailing, Scuba Diving, Alpine Skiing, Sales and Marketing, Entrepreneurship, Team Building, Public Speaking, Leadership Development, Strategic Planning, Consulting, Career Development, Business Strategy, Training
Education
Institute for Professional Excellence in Coaching 2013 — 2013
Certified Professional Coach, Small Business and Venture Coaching
University of New Hampshire 1999 — 2004
Bachelor of Arts (BA), Sports Psychology and Studio Art
Middlebury Union High School 1995 — 1999
High School Diploma
Pilothouse Leadership LLC July 2013 - Present
Ben Powers Yacht Racing 2009 - 2012
Time Machine Custom Woodcraft 2009 - 2012
Sun Life Financial 2006 - 2009
Boston Sailing Center 2005 - 2009
MFS Investment Management 2005 - 2006
Skills
Coaching, Sales, Management, Start-ups, Executive Coaching, Personal Development, New Business Development, Boating, Yachting, Marketing, Small Business, Navigation, Workshop Facilitation, Emotional Intelligence, Leadership, Woodworking, Life Coaching, Sports, Maritime, Finish Woodworking, Sailing, Scuba Diving, Alpine Skiing, Sales and Marketing, Entrepreneurship, Team Building, Public Speaking, Leadership Development, Strategic Planning, Consulting, Career Development, Business Strategy, Training
Education
Institute for Professional Excellence in Coaching 2013 — 2013
Certified Professional Coach, Small Business and Venture Coaching
University of New Hampshire 1999 — 2004
Bachelor of Arts (BA), Sports Psychology and Studio Art
Middlebury Union High School 1995 — 1999
High School Diploma
Sabrina Yuquan Chen Sabrina Yuquan Chen's MFS Investment Management Experience February 1998 - August 1999
Job SQL | Oracle DBA | Web Design | Affiliate Marketing | Mandarin Bilingual
Industry Information Technology and Services
Experience
Database Administrator Seeking Opportunities to Advance My IT Career March 2015 - Present
Self-Employed June 2001 - Present
Hstar Technologies March 2014 - September 2014
Hstar Technologies July 2011 - September 2011
Harvard University August 1999 - May 2001
MFS Investment Management February 1998 - August 1999
Fidelity Investments October 1997 - January 1998
Work Family Directions July 1996 - May 1997
Scudder, Stevens & Clark July 1996 - May 1997
Skills
Database Administration, Databases, SQL Server Management..., SQL Server Data..., Oracle, Unix, Microsoft SQL Server, SQL, MySQL, SSIS, Stored Procedures, Problem Solving, Microsoft Office, SharePoint Designer, SharePoint, Sybase, Corporate Website..., Linux, SQL Server, Website Administration, PowerPoint, Microsoft Excel, Microsoft Word, Financial Planning, Process Improvement, Technical Support, Technical Documentation, Bilingual Communications, Affiliate Marketing, SEO, Joomla, CSS, Web Development, Google Docs, Google Adwords, Unix Administration, HTML, Access, Perl, Web Design, Google Analytics, MovableType, FrontPage, FTP, Shell Scripting, Organizational..., Time Management, Office Administration, Sybase Adaptive Server, Sony Vegas
Education
University of Science and Technology of China
Bachelor's Degree, Applied Chemistry
Boston University Metropolitan College
UNIX Admin Certification, UNIX Administrator
Database Administrator Seeking Opportunities to Advance My IT Career March 2015 - Present
Self-Employed June 2001 - Present
Hstar Technologies March 2014 - September 2014
Hstar Technologies July 2011 - September 2011
Harvard University August 1999 - May 2001
MFS Investment Management February 1998 - August 1999
Fidelity Investments October 1997 - January 1998
Work Family Directions July 1996 - May 1997
Scudder, Stevens & Clark July 1996 - May 1997
Skills
Database Administration, Databases, SQL Server Management..., SQL Server Data..., Oracle, Unix, Microsoft SQL Server, SQL, MySQL, SSIS, Stored Procedures, Problem Solving, Microsoft Office, SharePoint Designer, SharePoint, Sybase, Corporate Website..., Linux, SQL Server, Website Administration, PowerPoint, Microsoft Excel, Microsoft Word, Financial Planning, Process Improvement, Technical Support, Technical Documentation, Bilingual Communications, Affiliate Marketing, SEO, Joomla, CSS, Web Development, Google Docs, Google Adwords, Unix Administration, HTML, Access, Perl, Web Design, Google Analytics, MovableType, FrontPage, FTP, Shell Scripting, Organizational..., Time Management, Office Administration, Sybase Adaptive Server, Sony Vegas
Education
University of Science and Technology of China
Bachelor's Degree, Applied Chemistry
Boston University Metropolitan College
UNIX Admin Certification, UNIX Administrator
Allen Avery Allen Avery's MFS Investment Management Experience 1996 - 1997
Job Director of Finance at Appia
Industry Wireless
Experience
Appia July 2010 - Present
Hill Climber Consulting June 2009 - July 2010
Kenan-Flagler Business School August 2007 - June 2009
KFBS Private Equity Fund January 2008 - May 2009
Carolina Entrepreneurial Fellows June 2008 - August 2008
Super-Ego Games February 2002 - July 2007
LivePerson 2000 - 2001
J&W Seligman 1998 - 2000
MFS Investment Management 1996 - 1997
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2009
2009
University of Virginia 1991 — 1995
BA
Appia July 2010 - Present
Hill Climber Consulting June 2009 - July 2010
Kenan-Flagler Business School August 2007 - June 2009
KFBS Private Equity Fund January 2008 - May 2009
Carolina Entrepreneurial Fellows June 2008 - August 2008
Super-Ego Games February 2002 - July 2007
LivePerson 2000 - 2001
J&W Seligman 1998 - 2000
MFS Investment Management 1996 - 1997
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2009
2009
University of Virginia 1991 — 1995
BA
Andrew Lavallee, CFA Andrew Lavallee, CFA's MFS Investment Management Experience July 2010 - August 2013
Job Senior Associate Examiner at Federal Reserve Bank of Boston
Industry Financial Services
Experience
Federal Reserve Bank of Boston October 2013 - Present
MFS Investment Management July 2010 - August 2013
MFS Investment Management July 2009 - July 2010
University of Rhode Island 2005 - May 2009
MFS Investment Management June 2008 - January 2009
Skills
Bloomberg, Financial Analysis, Mutual Funds, PowerPoint, Financial Modeling, Investments, Fixed Income, Securities, Equities, Portfolio Management, Customer Service, Finance, Economics, Analysis, Analytics, Bloomberg Terminal, Risk Management, Banking, Asset Management, Credit, Credit Analysis
Education
University of Rhode Island - College of Business Administration 2005 — 2009
Bachelor's degree, Accounting and Finance
University of Rhode Island - College of Business Administration 2005 — 2009
Bachelor of Science (B.S.), Accounting and Finance
Federal Reserve Bank of Boston October 2013 - Present
MFS Investment Management July 2010 - August 2013
MFS Investment Management July 2009 - July 2010
University of Rhode Island 2005 - May 2009
MFS Investment Management June 2008 - January 2009
Skills
Bloomberg, Financial Analysis, Mutual Funds, PowerPoint, Financial Modeling, Investments, Fixed Income, Securities, Equities, Portfolio Management, Customer Service, Finance, Economics, Analysis, Analytics, Bloomberg Terminal, Risk Management, Banking, Asset Management, Credit, Credit Analysis
Education
University of Rhode Island - College of Business Administration 2005 — 2009
Bachelor's degree, Accounting and Finance
University of Rhode Island - College of Business Administration 2005 — 2009
Bachelor of Science (B.S.), Accounting and Finance
Daren MacLaughlin's MFS Investment Management Experience April 1999 - December 2005
Job Senior Vice President
Industry Financial Services
Experience
Jeffrey Matthews Financial July 2015 - Present
Genworth Financial January 2012 - July 2015
Sun Life Financial April 2008 - December 2011
MFS Investment Management April 1999 - December 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, Public Speaking, Budgets, Strategic Planning, Negotiation, Series 63, Series 65, Insurance, Series 7, Mutual Funds, Retirement, ETFs, Retirement Planning, Long-term Care, Asset Allocation, IRAs, Alternative Investments, Life Insurance, Wealth Management, Investments, Sales, Uniform Combined State..., Financial Advisory, Securities, Financial Services, Investment Advisory, Investment Management, Strategic Financial..., Team Building, Term Life Insurance, Relationship Management, Salesforce.com, Sales Management, Variable Annuities, Fixed Annuities, FINRA, Financial Planning
Education
University of New Hampshire 1993 — 1997
Jeffrey Matthews Financial July 2015 - Present
Genworth Financial January 2012 - July 2015
Sun Life Financial April 2008 - December 2011
MFS Investment Management April 1999 - December 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, Public Speaking, Budgets, Strategic Planning, Negotiation, Series 63, Series 65, Insurance, Series 7, Mutual Funds, Retirement, ETFs, Retirement Planning, Long-term Care, Asset Allocation, IRAs, Alternative Investments, Life Insurance, Wealth Management, Investments, Sales, Uniform Combined State..., Financial Advisory, Securities, Financial Services, Investment Advisory, Investment Management, Strategic Financial..., Team Building, Term Life Insurance, Relationship Management, Salesforce.com, Sales Management, Variable Annuities, Fixed Annuities, FINRA, Financial Planning
Education
University of New Hampshire 1993 — 1997
Gregory Jones, CFA Gregory Jones, CFA's MFS Investment Management Experience November 2014 - Present
Job Director, Institutional Sales at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management November 2014 - Present
Munder Capital Management October 2011 - October 2014
Turner Investments January 2011 - October 2011
Turner Investments October 2008 - January 2011
Turner Investment Partners July 2007 - October 2008
Prudential Equity Group June 2005 - June 2007
Education
Villanova University 2007 — 2009
Masters, Business Administration
University of Pennsylvania 2001 — 2005
BA, Classical Studies
MFS Investment Management November 2014 - Present
Munder Capital Management October 2011 - October 2014
Turner Investments January 2011 - October 2011
Turner Investments October 2008 - January 2011
Turner Investment Partners July 2007 - October 2008
Prudential Equity Group June 2005 - June 2007
Education
Villanova University 2007 — 2009
Masters, Business Administration
University of Pennsylvania 2001 — 2005
BA, Classical Studies
Mark Warren Mark Warren's MFS Investment Management Experience January 1990 - Present
Job Managing Director at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management January 1990 - Present
Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, Retirement
Education
University of San Diego 1979 — 1983
Master of Business Administration (M.B.A.), Marketing
MFS Investment Management January 1990 - Present
Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, Retirement
Education
University of San Diego 1979 — 1983
Master of Business Administration (M.B.A.), Marketing
Gregory Hyde Gregory Hyde's MFS Investment Management Experience May 1985 - June 1992
Job kPurchase LLC, EVP & Principal
Industry Management Consulting
Experience
k-Purchase LLC July 2015 - Present
Calamos Investments October 2011 - November 2014
Regions Bank February 2008 - November 2010
ExpertPlan January 2007 - February 2008
AMVESCAP 1996 - 2006
Putnam Investments 1992 - 1996
MFS Investment Management May 1985 - June 1992
Kidder Peabody 1983 - 1986
Skills
Strategy, Series 7, Entrepreneurship, Financial Services, Start-ups, Creative Direction, Wealth Management, Competitive Analysis, Leadership, Strategic Planning, Business Development, Marketing, Mutual Funds, Enterprise Software, Business Strategy, Market Research, Alternative Investments, Management, Training, Mentoring, Team Building, Sales Operations, Investments, Asset Management, Sales, Separately Managed..., Coaching, Executive Management, Series 24, Portfolio Management, Asset Allocation, Series 6, Retirement, Series 63, Series 65, 401k, Investment Strategies, FINRA, Securities
Education
University of Phoenix 2000 — 2002
Master of Business Administration (M.B.A.), Marketing and Finance
k-Purchase LLC July 2015 - Present
Calamos Investments October 2011 - November 2014
Regions Bank February 2008 - November 2010
ExpertPlan January 2007 - February 2008
AMVESCAP 1996 - 2006
Putnam Investments 1992 - 1996
MFS Investment Management May 1985 - June 1992
Kidder Peabody 1983 - 1986
Skills
Strategy, Series 7, Entrepreneurship, Financial Services, Start-ups, Creative Direction, Wealth Management, Competitive Analysis, Leadership, Strategic Planning, Business Development, Marketing, Mutual Funds, Enterprise Software, Business Strategy, Market Research, Alternative Investments, Management, Training, Mentoring, Team Building, Sales Operations, Investments, Asset Management, Sales, Separately Managed..., Coaching, Executive Management, Series 24, Portfolio Management, Asset Allocation, Series 6, Retirement, Series 63, Series 65, 401k, Investment Strategies, FINRA, Securities
Education
University of Phoenix 2000 — 2002
Master of Business Administration (M.B.A.), Marketing and Finance
Jamal Jones Jamal Jones's MFS Investment Management Experience January 2015 - May 2015
Job Loan Analyst at First Marblehead Education Resources
Industry Human Resources
Experience
First Marblehead Education Resources June 2015 - September 2015
MFS Investment Management January 2015 - May 2015
Dunkin Donuts October 2013 - December 2014
Office of Multicultural Student Affairs September 2010 - September 2013
Massachusetts General Hospital July 2010 - August 2010
Massachusetts General Hospital July 2009 - September 2009
Suffolk Probate Family Court April 2009 - August 2009
Skills
Microsoft Office, Microsoft Word, Data Entry, Public Speaking, PowerPoint, Microsoft Excel, Customer Service, Teamwork, Research, Time Management, Outlook, Event Planning, Social Media, Leadership, Social Networking, Windows, Community Outreach
Education
University of New Hampshire 2010 — 2014
Bachelor's Degree, Women's Studies; Social Work
East Boston High School 2006 — 2010
Diploma, General Studies
First Marblehead Education Resources June 2015 - September 2015
MFS Investment Management January 2015 - May 2015
Dunkin Donuts October 2013 - December 2014
Office of Multicultural Student Affairs September 2010 - September 2013
Massachusetts General Hospital July 2010 - August 2010
Massachusetts General Hospital July 2009 - September 2009
Suffolk Probate Family Court April 2009 - August 2009
Skills
Microsoft Office, Microsoft Word, Data Entry, Public Speaking, PowerPoint, Microsoft Excel, Customer Service, Teamwork, Research, Time Management, Outlook, Event Planning, Social Media, Leadership, Social Networking, Windows, Community Outreach
Education
University of New Hampshire 2010 — 2014
Bachelor's Degree, Women's Studies; Social Work
East Boston High School 2006 — 2010
Diploma, General Studies
Evan Shay Evan Shay's MFS Investment Management Experience October 2012 - May 2014
Job Associate Security Program Manager at Veracode
Industry Financial Services
Experience
Veracode May 2014 - Present
MFS Investment Management October 2012 - May 2014
Caddie Services Inc. May 2009 - October 2012
Caddiemaster Inc. October 2009 - June 2010
Verizon Wireless May 2008 - September 2008
Skills
Marketing Communications, Microsoft Office, Verbal, Customer Service, Teamwork, Customer Satisfaction, Interpersonal..., Marketing, PowerPoint, Microsoft Excel, Microsoft Word, New Business Development, Social Media, Sales, Negotiation, Facebook, Project Management, Event Planning, Event Management, Social Media Marketing, Social Networking, Public Speaking, Sports Marketing, Account Management, Salesforce.com
Education
University of Rhode Island - College of Business Administration 2005 — 2011
Bachelors '11, Business, Management, Marketing, and Related Support Services
Veracode May 2014 - Present
MFS Investment Management October 2012 - May 2014
Caddie Services Inc. May 2009 - October 2012
Caddiemaster Inc. October 2009 - June 2010
Verizon Wireless May 2008 - September 2008
Skills
Marketing Communications, Microsoft Office, Verbal, Customer Service, Teamwork, Customer Satisfaction, Interpersonal..., Marketing, PowerPoint, Microsoft Excel, Microsoft Word, New Business Development, Social Media, Sales, Negotiation, Facebook, Project Management, Event Planning, Event Management, Social Media Marketing, Social Networking, Public Speaking, Sports Marketing, Account Management, Salesforce.com
Education
University of Rhode Island - College of Business Administration 2005 — 2011
Bachelors '11, Business, Management, Marketing, and Related Support Services
Brian McCool Brian McCool's MFS Investment Management Experience March 2006 - Present
Job Financial Sales Specialist
Industry Financial Services
Experience
MFS Investment Management March 2006 - Present
MFS Investment Management September 2003 - Present
Skills
Mutual Funds, Series 63, Investments, Asset Allocation, Alternative Investments, Fixed Income, Series 6, Retirement Planning, Equities, Wealth Management, Series 7, Separately Managed..., FINRA, 401k
Education
University of New Hampshire 1999 — 2003
Bachelor of Arts (B.A.), History
Londonderry, NH 1995 — 1999
MFS Investment Management March 2006 - Present
MFS Investment Management September 2003 - Present
Skills
Mutual Funds, Series 63, Investments, Asset Allocation, Alternative Investments, Fixed Income, Series 6, Retirement Planning, Equities, Wealth Management, Series 7, Separately Managed..., FINRA, 401k
Education
University of New Hampshire 1999 — 2003
Bachelor of Arts (B.A.), History
Londonderry, NH 1995 — 1999
Amy (Crandall) Kaser, CFP® Amy (Crandall) Kaser, CFP®'s MFS Investment Management Experience December 1995 - April 1999
Job Boston Trust & Investment Management Company
Industry Investment Management
Experience
Boston Trust & Investment Management Company December 2011 - Present
Harvard Business School June 2011 - December 2011
New Generation Advisors December 2005 - December 2011
Loomis, Sayles & Company April 1999 - March 2004
MFS Investment Management December 1995 - April 1999
Putnam Investments 1995 - 1995
Skills
Financial Analysis, Financial Modeling, Valuation, Marketing Communications, People Skills, Investment Presentations, Investments, Risk Management, Investment Management, Equity Research, Bloomberg, Investment Strategies, Fixed Income, Portfolio Management, Asset Management, Equities
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance
The College of William and Mary 1987 — 1991
Bachelor of Arts, Economics, Fine Arts
Dana Hall School 1983 — 1987
Boston Trust & Investment Management Company December 2011 - Present
Harvard Business School June 2011 - December 2011
New Generation Advisors December 2005 - December 2011
Loomis, Sayles & Company April 1999 - March 2004
MFS Investment Management December 1995 - April 1999
Putnam Investments 1995 - 1995
Skills
Financial Analysis, Financial Modeling, Valuation, Marketing Communications, People Skills, Investment Presentations, Investments, Risk Management, Investment Management, Equity Research, Bloomberg, Investment Strategies, Fixed Income, Portfolio Management, Asset Management, Equities
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance
The College of William and Mary 1987 — 1991
Bachelor of Arts, Economics, Fine Arts
Dana Hall School 1983 — 1987
Jaime Saul's MFS Investment Management Experience November 2011 - Present
Job Vice President at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management November 2011 - Present
Nuveen Investments October 2006 - October 2011
Nuveen Investments September 2003 - October 2006
Morgan Stanley January 2000 - July 2003
Morgan Stanley 2000 - 2003
Banana Republic - Flagship Store September 1999 - January 2000
Skills
Certified Financial...
Education
University of Notre Dame 1995 — 1999
Bachelor of Arts
University of Notre Dame 1995 — 1999
BA
MFS Investment Management November 2011 - Present
Nuveen Investments October 2006 - October 2011
Nuveen Investments September 2003 - October 2006
Morgan Stanley January 2000 - July 2003
Morgan Stanley 2000 - 2003
Banana Republic - Flagship Store September 1999 - January 2000
Skills
Certified Financial...
Education
University of Notre Dame 1995 — 1999
Bachelor of Arts
University of Notre Dame 1995 — 1999
BA
Omeed Zarrin's MFS Investment Management Experience August 2015 - Present
Job Internal Wholesaler at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management August 2015 - Present
MFS Investment Management June 2015 - August 2015
Morgan Stanley Wealth Management November 2013 - June 2015
SPEC Process Engineering & Construction August 2013 - November 2013
AXA Advisors January 2013 - July 2013
UNC Wilmington December 2010 - December 2012
UBS Financial Services June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Windows, Asset Allocation, Equity Research, PowerPoint, Teamwork, iOS, Time Management, Marketing, Salesforce.com, Morningstar Direct, ThomsonOne, Mutual Funds, Sales
Education
University of North Carolina at Wilmington 2010 — 2013
Bachelor’s Degree, Finance
MFS Investment Management August 2015 - Present
MFS Investment Management June 2015 - August 2015
Morgan Stanley Wealth Management November 2013 - June 2015
SPEC Process Engineering & Construction August 2013 - November 2013
AXA Advisors January 2013 - July 2013
UNC Wilmington December 2010 - December 2012
UBS Financial Services June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Windows, Asset Allocation, Equity Research, PowerPoint, Teamwork, iOS, Time Management, Marketing, Salesforce.com, Morningstar Direct, ThomsonOne, Mutual Funds, Sales
Education
University of North Carolina at Wilmington 2010 — 2013
Bachelor’s Degree, Finance
Anthony (Tony) Leonard's MFS Investment Management Experience September 2003 - December 2006
Job Regional Sales Director at OneAmerica Financial Partners Inc.
Industry Investment Management
Experience
OneAmerica Financial Partners Inc. August 2013 - Present
GLOBALT Investments January 2012 - August 2013
Greater Charlotte Chief Financial Officers Forum July 2010 - January 2012
BDO February 2008 - July 2010
The Standard January 2007 - February 2008
MFS Investment Management September 2003 - December 2006
NYLIM 1999 - 2003
SEI Investments 1993 - 1997
Skills
Wealth Management, Investment Banking, Product Marketing, Strategy, Product Development, Sales Management, Private Equity, Equities, Management Consulting, Budgets, Hedge Funds, Portfolio Management, Financial Risk, New Business Development, Financial Services, Marketing Strategy, Alternative Investments, Leadership, Management, Retirement Planning, Due Diligence, Asset Allocation, 401k, ETFs, Business Development, Investments, Investment Strategies, Leadership Development, Fixed Income, Mergers & Acquisitions, Asset Management, Mutual Funds, Series 7, Strategic Financial..., Investment Advisory, Series 63, Securities, Finance, Financial Analysis, Investment Management, Financial Advisory, Relationship Management, Insurance, Valuation, Financial Modeling, Pensions, Financial Planning
Education
University of Notre Dame 1981 — 1986
Bachelor's degree, Economics
OneAmerica Financial Partners Inc. August 2013 - Present
GLOBALT Investments January 2012 - August 2013
Greater Charlotte Chief Financial Officers Forum July 2010 - January 2012
BDO February 2008 - July 2010
The Standard January 2007 - February 2008
MFS Investment Management September 2003 - December 2006
NYLIM 1999 - 2003
SEI Investments 1993 - 1997
Skills
Wealth Management, Investment Banking, Product Marketing, Strategy, Product Development, Sales Management, Private Equity, Equities, Management Consulting, Budgets, Hedge Funds, Portfolio Management, Financial Risk, New Business Development, Financial Services, Marketing Strategy, Alternative Investments, Leadership, Management, Retirement Planning, Due Diligence, Asset Allocation, 401k, ETFs, Business Development, Investments, Investment Strategies, Leadership Development, Fixed Income, Mergers & Acquisitions, Asset Management, Mutual Funds, Series 7, Strategic Financial..., Investment Advisory, Series 63, Securities, Finance, Financial Analysis, Investment Management, Financial Advisory, Relationship Management, Insurance, Valuation, Financial Modeling, Pensions, Financial Planning
Education
University of Notre Dame 1981 — 1986
Bachelor's degree, Economics
Steven Blokdyk, CIMA® Steven Blokdyk, CIMA®'s MFS Investment Management Experience June 2008 - June 2013
Job Director at Salient Partners
Industry Investment Management
Experience
Salient Partners June 2013 - Present
MFS Investment Management June 2008 - June 2013
Skills
Alternative Investments, Asset Allocation, Asset Management, Hedge Funds, Investment Strategies, Investments, Mutual Funds, Series 63, Series 7, Wealth Management, Investment Advisory, Portfolio Management, Equities, Retirement Planning, Securities
Education
University of Southern California 1987 — 1990
B.S., Business
University of Southern California - Marshall School of Business 1987 — 1990
B.S., Business
Salient Partners June 2013 - Present
MFS Investment Management June 2008 - June 2013
Skills
Alternative Investments, Asset Allocation, Asset Management, Hedge Funds, Investment Strategies, Investments, Mutual Funds, Series 63, Series 7, Wealth Management, Investment Advisory, Portfolio Management, Equities, Retirement Planning, Securities
Education
University of Southern California 1987 — 1990
B.S., Business
University of Southern California - Marshall School of Business 1987 — 1990
B.S., Business
Arthur Dickey Arthur Dickey's MFS Investment Management Experience May 1995 - February 2008
Job Director Business Deconversions at Mass. Mutual Retirement Services
Industry Financial Services
Experience
Mass. Mutual January 2013 - Present
MassMutual Financial Group January 2013 - Present
The Hartford March 2008 - December 2012
MFS Investment Management May 1995 - February 2008
Skills
401k, ERISA, Pensions, Retirement, Defined Benefit, Mutual Funds, Defined Contribution, Series 6, Insurance, Series 63, Employee Benefits, Investments, Retirement Planning, Financial Services
Education
University of New Hampshire - Whittemore School of Business and Economics
Bachelor of Science (B.S.), Business Administration
Mass. Mutual January 2013 - Present
MassMutual Financial Group January 2013 - Present
The Hartford March 2008 - December 2012
MFS Investment Management May 1995 - February 2008
Skills
401k, ERISA, Pensions, Retirement, Defined Benefit, Mutual Funds, Defined Contribution, Series 6, Insurance, Series 63, Employee Benefits, Investments, Retirement Planning, Financial Services
Education
University of New Hampshire - Whittemore School of Business and Economics
Bachelor of Science (B.S.), Business Administration
Megan Duffley Megan Duffley's MFS Investment Management Experience June 2011 - December 2011
Job Senior Global Compensation Analyst at Haemonetics
Industry Human Resources
Experience
American Tower June 2014 - Present
Haemonetics October 2012 - May 2014
Haemonetics December 2011 - October 2012
MFS Investment Management June 2011 - December 2011
Covidien September 2010 - June 2011
Covidien April 2010 - June 2011
MEEI November 2009 - February 2010
American Student Assistance August 2008 - June 2009
American Student Assistance August 2008 - June 2009
Chic Bridesmaid Boutique September 2006 - August 2008
Skills
PeopleSoft, Human Resources, HRIS, Deferred Compensation, Payroll, Leadership, Compensation & Benefit, Analysis, Management, Job Descriptions, Incentive Programs, Job Evaluation, Executive Pay, Job Analysis, Project Management, Compensation Structures, Salary, Onboarding, Applicant Tracking..., Talent Acquisition, Employee Benefits, Talent Management, Succession Planning
Education
University of Rhode Island 1996 — 2000
Bachelor of Arts Degree, Communications Studies
University of Rhode Island 1996 — 2000
Bachelor’s Degree, Communication Studies
American Tower June 2014 - Present
Haemonetics October 2012 - May 2014
Haemonetics December 2011 - October 2012
MFS Investment Management June 2011 - December 2011
Covidien September 2010 - June 2011
Covidien April 2010 - June 2011
MEEI November 2009 - February 2010
American Student Assistance August 2008 - June 2009
American Student Assistance August 2008 - June 2009
Chic Bridesmaid Boutique September 2006 - August 2008
Skills
PeopleSoft, Human Resources, HRIS, Deferred Compensation, Payroll, Leadership, Compensation & Benefit, Analysis, Management, Job Descriptions, Incentive Programs, Job Evaluation, Executive Pay, Job Analysis, Project Management, Compensation Structures, Salary, Onboarding, Applicant Tracking..., Talent Acquisition, Employee Benefits, Talent Management, Succession Planning
Education
University of Rhode Island 1996 — 2000
Bachelor of Arts Degree, Communications Studies
University of Rhode Island 1996 — 2000
Bachelor’s Degree, Communication Studies
Sarah Weamert Sarah Weamert's MFS Investment Management Experience July 2006 - June 2007
Job Advisor at CVS/Caremark
Industry Health, Wellness and Fitness
Experience
CVS/Caremark July 2007 - Present
MFS Investment Management July 2006 - June 2007
American Express 1999 - 2006
Skills
Forecasting Models, Excel, Avaya, Forecasting, Call Centers, Data Analysis, IEX Total View, e-WFM, Technical Writing, Document Imaging, Records Management, Budgets, Business Process..., Database Administration, Reporting & Analysis, Work Instructions, Quality Control, Problem Solving, Strategic Planning, Hiring Employees, Relationship Management, Internal Audit, Project Management, Team Management, Compliance, PowerPoint, Regression Testing, Analysis, Microsoft Excel
Education
University of Phoenix 2005 — 2006
Bachelors of Science, Business Management
CVS/Caremark July 2007 - Present
MFS Investment Management July 2006 - June 2007
American Express 1999 - 2006
Skills
Forecasting Models, Excel, Avaya, Forecasting, Call Centers, Data Analysis, IEX Total View, e-WFM, Technical Writing, Document Imaging, Records Management, Budgets, Business Process..., Database Administration, Reporting & Analysis, Work Instructions, Quality Control, Problem Solving, Strategic Planning, Hiring Employees, Relationship Management, Internal Audit, Project Management, Team Management, Compliance, PowerPoint, Regression Testing, Analysis, Microsoft Excel
Education
University of Phoenix 2005 — 2006
Bachelors of Science, Business Management
Jaime Elizabeth Saul's MFS Investment Management Experience November 2011 - Present
Job Director at MFS Investment Management at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management November 2011 - Present
Nuveen Investments October 2003 - October 2011
Nuveen Investments September 2003 - September 2006
Morgan Stanley Investment Management January 2000 - July 2003
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
University of Notre Dame 1995 — 1999
Bachelor of Arts (B.A.), Program of Liberal Studies
Villa Park
MFS Investment Management November 2011 - Present
Nuveen Investments October 2003 - October 2011
Nuveen Investments September 2003 - September 2006
Morgan Stanley Investment Management January 2000 - July 2003
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
University of Notre Dame 1995 — 1999
Bachelor of Arts (B.A.), Program of Liberal Studies
Villa Park
Joseph Hoyle Joseph Hoyle's MFS Investment Management Experience August 2015 - Present
Job Internal wholesaler at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management August 2015 - Present
MFS Investment Management April 2014 - Present
K.Hoyle Construction Co. 2006 - Present
ADP December 2010 - January 2011
Skills
Proficient in Microsoft..., Coachable, Self-motivated Team..., Highly Organized &..., CRM, Business Development, Sales Process, Microsoft Office, Leadership, Public Speaking, Time Management
Education
University of New Hampshire 2010 — 2014
Bachelor of Arts (BA), Communication and Media Studies
University of New Hampshire 2009 — 2013
Communications
MFS Investment Management August 2015 - Present
MFS Investment Management April 2014 - Present
K.Hoyle Construction Co. 2006 - Present
ADP December 2010 - January 2011
Skills
Proficient in Microsoft..., Coachable, Self-motivated Team..., Highly Organized &..., CRM, Business Development, Sales Process, Microsoft Office, Leadership, Public Speaking, Time Management
Education
University of New Hampshire 2010 — 2014
Bachelor of Arts (BA), Communication and Media Studies
University of New Hampshire 2009 — 2013
Communications
Andrew Flaherty Andrew Flaherty's MFS Investment Management Experience June 2013 - January 2015
Job Internal Audit & Control Intern at Kronos
Industry Accounting
Experience
Kronos June 2015 - Present
Cole Haan February 2015 - April 2015
MFS Investment Management June 2013 - January 2015
The Pi Kappa Alpha Fraternity Gamma Mu Chapter January 2014 - December 2014
TJX September 2009 - January 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Customer Service, Data Analysis, Social Media, Teamwork, Leadership, Time Management, Marketing, Sales, Market Research, Outlook
Education
University of New Hampshire 2012 — 2016
Political Science and Government, Economics
North Reading High School 2008 — 2012
Kronos June 2015 - Present
Cole Haan February 2015 - April 2015
MFS Investment Management June 2013 - January 2015
The Pi Kappa Alpha Fraternity Gamma Mu Chapter January 2014 - December 2014
TJX September 2009 - January 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Customer Service, Data Analysis, Social Media, Teamwork, Leadership, Time Management, Marketing, Sales, Market Research, Outlook
Education
University of New Hampshire 2012 — 2016
Political Science and Government, Economics
North Reading High School 2008 — 2012
Steve Melisi Steve Melisi's MFS Investment Management Experience October 2006 - June 2014
Job Project Manager at Bank of America
Industry Marketing and Advertising
Experience
Bank of America September 2014 - Present
MFS Investment Management October 2006 - June 2014
New York Life May 2003 - October 2006
Pearson Custom Publishing April 2002 - November 2002
William M Mercer March 2001 - November 2001
Kluwer Law International March 1997 - March 2001
Berklee College of Music May 1989 - March 1997
Skills
Copy Editing, Project Management, QuarkXPress, Desktop Publishing, Marketing Communications, Publishing, Newsletters, Proofreading, Creative Writing, Public Speaking, Adobe Acrobat, InDesign, Print Production Process, Direct Mail, Brochures, Purchasing, Negotiation, Print Buying, Higher Education, Leadership, Illustrator, Acting, Publ, Book P, Books, Production Managment, Print Production
Education
University of New Hampshire
Bachelor's degree, English
Bank of America September 2014 - Present
MFS Investment Management October 2006 - June 2014
New York Life May 2003 - October 2006
Pearson Custom Publishing April 2002 - November 2002
William M Mercer March 2001 - November 2001
Kluwer Law International March 1997 - March 2001
Berklee College of Music May 1989 - March 1997
Skills
Copy Editing, Project Management, QuarkXPress, Desktop Publishing, Marketing Communications, Publishing, Newsletters, Proofreading, Creative Writing, Public Speaking, Adobe Acrobat, InDesign, Print Production Process, Direct Mail, Brochures, Purchasing, Negotiation, Print Buying, Higher Education, Leadership, Illustrator, Acting, Publ, Book P, Books, Production Managment, Print Production
Education
University of New Hampshire
Bachelor's degree, English
Timothy Kwan's MFS Investment Management Experience June 2015 - August 2015
Job Student at University of Rochester
Industry
Experience
MFS Investment Management June 2015 - August 2015
Middlesex Youth Soccer League 2010 - 2014
Skills
Microsoft Office
Education
University of Rochester 2014 — 2018
Bachelor of Science (B.S.), Biology/Biological Sciences, General
Reading Memorial High School 2010 — 2014
MFS Investment Management June 2015 - August 2015
Middlesex Youth Soccer League 2010 - 2014
Skills
Microsoft Office
Education
University of Rochester 2014 — 2018
Bachelor of Science (B.S.), Biology/Biological Sciences, General
Reading Memorial High School 2010 — 2014
Hannah Fisher Hannah Fisher's MFS Investment Management Experience July 2014 - Present
Job Internal Communications Manager
Industry Public Relations and Communications
Experience
MFS Investment Management July 2014 - Present
Liberty Mutual Insurance June 2013 - July 2014
Iron Mountain March 2011 - June 2013
Iron Mountain July 2008 - February 2011
Iron Mountain July 2007 - June 2008
Daimler Chrysler 2006 - 2007
Skills
Internal Communications, Strategic Communications, Executive Communications, Social Media, Intranet Strategy, Web Content Management, Employee Recognition, Employee Surveys, Writing, Editing, Employee Engagement, Video, Digital Media, Communications Planning, Change Management, Communication Training, Corporate Communications, Leadership, Intranet, Management, Blogging, Crisis Communications, Content Strategy, Messaging, Content Management, Newsletters, Content Development, Enterprise Software, Marketing Communications, Thought Leadership
Education
University of New Hampshire 2003 — 2007
BS, Business Administration, Marketing, Management
MFS Investment Management July 2014 - Present
Liberty Mutual Insurance June 2013 - July 2014
Iron Mountain March 2011 - June 2013
Iron Mountain July 2008 - February 2011
Iron Mountain July 2007 - June 2008
Daimler Chrysler 2006 - 2007
Skills
Internal Communications, Strategic Communications, Executive Communications, Social Media, Intranet Strategy, Web Content Management, Employee Recognition, Employee Surveys, Writing, Editing, Employee Engagement, Video, Digital Media, Communications Planning, Change Management, Communication Training, Corporate Communications, Leadership, Intranet, Management, Blogging, Crisis Communications, Content Strategy, Messaging, Content Management, Newsletters, Content Development, Enterprise Software, Marketing Communications, Thought Leadership
Education
University of New Hampshire 2003 — 2007
BS, Business Administration, Marketing, Management
Thomas Carrazzo Thomas Carrazzo's MFS Investment Management Experience February 2009 - August 2009
Job Global Brand Manager at Toy State International Limited
Industry Marketing and Advertising
Experience
Fidelity Investments February 2015 - Present
Absolute Painting, LLC August 2007 - Present
Toy State, Inc September 2012 - January 2015
Kids Only, Inc August 2011 - September 2012
MFS Investment Management February 2009 - August 2009
Fidelity Investments February 2008 - November 2008
Hasbro Inc (HAS) May 1998 - November 2007
Skills
Consumer Products, Product Design, Product Development, Competitive Analysis, Cross-functional Team..., Brand Development, Manufacturing, Marketing Management, Customer Insight, Product Marketing, Packaging, Product Management, Brand Management, Forecasting, Project Management, Marketing Strategy, Creative Direction, Leadership, Concept Development, Product Innovation, Product Launch
Education
University of Rhode Island - College of Business Administration 1998 — 2003
MBA, Marketing
Toll Gate
University of Rhode Island
BS, Mechanical Engineering
Fidelity Investments February 2015 - Present
Absolute Painting, LLC August 2007 - Present
Toy State, Inc September 2012 - January 2015
Kids Only, Inc August 2011 - September 2012
MFS Investment Management February 2009 - August 2009
Fidelity Investments February 2008 - November 2008
Hasbro Inc (HAS) May 1998 - November 2007
Skills
Consumer Products, Product Design, Product Development, Competitive Analysis, Cross-functional Team..., Brand Development, Manufacturing, Marketing Management, Customer Insight, Product Marketing, Packaging, Product Management, Brand Management, Forecasting, Project Management, Marketing Strategy, Creative Direction, Leadership, Concept Development, Product Innovation, Product Launch
Education
University of Rhode Island - College of Business Administration 1998 — 2003
MBA, Marketing
Toll Gate
University of Rhode Island
BS, Mechanical Engineering
Paul Graffy Paul Graffy's MFS Investment Management Experience 1997 - 2005
Job President, Sales and Distribution at Compass EMP Funds
Industry Financial Services
Experience
Compass EMP Funds December 2013 - Present
Paul D. Graffy & Co. January 2012 - November 2013
John Hancock Funds, LLC March 2005 - December 2011
MFS Investment Management 1997 - 2005
Skills
Investments, Start-ups, Series 7, Financial Services, Product Development, Asset Allocation, Strategic Planning, Entrepreneurship, New Business Development, Leadership, Mutual Funds, Sales, Retirement Planning, Marketing, Asset Management, Alternative Investments, Wealth Management, Series 63, Team Building, Separately Managed...
Education
University of Pennsylvania - The Wharton School
Graduate, Securities Industry Institute
University of Toronto - Rotman School of Management
Executive Program
University of Wisconsin / Chicago State University
BA, Economics
Compass EMP Funds December 2013 - Present
Paul D. Graffy & Co. January 2012 - November 2013
John Hancock Funds, LLC March 2005 - December 2011
MFS Investment Management 1997 - 2005
Skills
Investments, Start-ups, Series 7, Financial Services, Product Development, Asset Allocation, Strategic Planning, Entrepreneurship, New Business Development, Leadership, Mutual Funds, Sales, Retirement Planning, Marketing, Asset Management, Alternative Investments, Wealth Management, Series 63, Team Building, Separately Managed...
Education
University of Pennsylvania - The Wharton School
Graduate, Securities Industry Institute
University of Toronto - Rotman School of Management
Executive Program
University of Wisconsin / Chicago State University
BA, Economics
Michael Conn's MFS Investment Management Experience May 1999 - January 2005
Job Business Development at Cutter Associates
Industry Financial Services
Experience
Cutter Associates June 2013 - Present
Thomson Reuters February 2009 - May 2013
State Street Global Markets April 2008 - December 2008
Charles River Development May 2006 - April 2008
First Albany Capital March 2005 - April 2006
MFS Investment Management May 1999 - January 2005
Skills
Business Development, Equities, Portfolio Management, Asset Managment, Business Analysis, Investments, Financial Modeling, Salesforce.com, Derivatives, Financial Analysis, Risk Management, Business Strategy, Asset Management, Electronic Trading, FX Options, Finance, Financial Services, Hedge Funds, Investment Banking, Market Data, Relationship Management, Securities, Valuation, Investment Management, Fixed Income, Trading
Education
University of New Hampshire 1994 — 1998
BA, Economics & Political Science
University of New Hampshire - Whittemore School of Business and Economics 1994 — 1998
Bachelor of Arts (B.A.), Economics
Cutter Associates June 2013 - Present
Thomson Reuters February 2009 - May 2013
State Street Global Markets April 2008 - December 2008
Charles River Development May 2006 - April 2008
First Albany Capital March 2005 - April 2006
MFS Investment Management May 1999 - January 2005
Skills
Business Development, Equities, Portfolio Management, Asset Managment, Business Analysis, Investments, Financial Modeling, Salesforce.com, Derivatives, Financial Analysis, Risk Management, Business Strategy, Asset Management, Electronic Trading, FX Options, Finance, Financial Services, Hedge Funds, Investment Banking, Market Data, Relationship Management, Securities, Valuation, Investment Management, Fixed Income, Trading
Education
University of New Hampshire 1994 — 1998
BA, Economics & Political Science
University of New Hampshire - Whittemore School of Business and Economics 1994 — 1998
Bachelor of Arts (B.A.), Economics
David Sternburg, QKA's MFS Investment Management Experience October 2004 - September 2007
Job Plan Implementation and Conversions Manager
Industry Financial Services
Experience
ASPPA Benefits Council of New England January 2014 - Present
DST Retirement Solutions October 2013 - Present
Boston Financial Data Services July 2012 - October 2013
Boston Financial Data Services October 2009 - June 2012
Boston Blazers August 2008 - August 2009
Boston Financial Data Services September 2007 - August 2008
MFS Investment Management October 2004 - September 2007
MFS Investment Management January 2003 - October 2004
MFS Investment Management January 2001 - January 2003
Skills
401k, QKA, Customer Relations, Retirement, ERISA, Customer Service, Customer Retention, Internal Revenue Code, Pensions, Client Services, Form 5500, Analysis, Benefits, Benefits Administration, ASPPA, Compliance Testing, 401k Rollovers, Retirement Savings, Qualified Retirement..., Benefit Plan..., Mutual Funds, Compliance, AWD, DST, Form 5500 preparation, RPF, Microsoft Excel, Microsoft Office, Social Media, Business Analysis, Team Leadership, Project Management, Project Planning, Vlookup, Retirement Plan..., Retirement Benefits, SmartDesk, Bluezone, Rumba, Trac, Management, Retirement Planning, Sales, Leadership, 401(k) Plan..., 401(k) Plan Conversions, Employee Benefits, Marathon
Education
University of New Hampshire 1996 — 2000
B.S Psychology, A.A.S. Applied Business Management
Hingham High School 1992 — 1996
ASPPA Benefits Council of New England January 2014 - Present
DST Retirement Solutions October 2013 - Present
Boston Financial Data Services July 2012 - October 2013
Boston Financial Data Services October 2009 - June 2012
Boston Blazers August 2008 - August 2009
Boston Financial Data Services September 2007 - August 2008
MFS Investment Management October 2004 - September 2007
MFS Investment Management January 2003 - October 2004
MFS Investment Management January 2001 - January 2003
Skills
401k, QKA, Customer Relations, Retirement, ERISA, Customer Service, Customer Retention, Internal Revenue Code, Pensions, Client Services, Form 5500, Analysis, Benefits, Benefits Administration, ASPPA, Compliance Testing, 401k Rollovers, Retirement Savings, Qualified Retirement..., Benefit Plan..., Mutual Funds, Compliance, AWD, DST, Form 5500 preparation, RPF, Microsoft Excel, Microsoft Office, Social Media, Business Analysis, Team Leadership, Project Management, Project Planning, Vlookup, Retirement Plan..., Retirement Benefits, SmartDesk, Bluezone, Rumba, Trac, Management, Retirement Planning, Sales, Leadership, 401(k) Plan..., 401(k) Plan Conversions, Employee Benefits, Marathon
Education
University of New Hampshire 1996 — 2000
B.S Psychology, A.A.S. Applied Business Management
Hingham High School 1992 — 1996
Molly Frew Molly Frew's MFS Investment Management Experience September 2013 - Present
Job Equity Research Analyst at MFS Investment Management
Industry Higher Education
Experience
MFS Investment Management September 2013 - Present
The Wharton School August 2011 - May 2013
MFS Investment Management June 2012 - August 2012
Barclays Capital September 2008 - May 2011
Lehman Brothers August 2007 - September 2008
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA, Finance and Management
Vanderbilt University 2003 — 2007
BA, Economics and History
Roland Park Country School
MFS Investment Management September 2013 - Present
The Wharton School August 2011 - May 2013
MFS Investment Management June 2012 - August 2012
Barclays Capital September 2008 - May 2011
Lehman Brothers August 2007 - September 2008
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA, Finance and Management
Vanderbilt University 2003 — 2007
BA, Economics and History
Roland Park Country School
Orville Clarke's MFS Investment Management Experience December 2002 - Present
Job MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management December 2002 - Present
MFS Investment Management October 1999 - December 2002
New England Financial January 1996 - March 1997
Skills
Sales Operations, Separately Managed..., Registered Investment..., Security APL, Morningstar Direct, Mutual Funds, Separate Accounts, Unified Managed Accounts, RIAs, Retirement, Defined Benefit, Wealth Management, Investments, Alternative Investments, Asset Management, Financial Services, Fixed Income, Investment Strategies, Portfolio Management, Securities, Equities, Financial Analysis
Education
University of Phoenix
BS
MFS Investment Management December 2002 - Present
MFS Investment Management October 1999 - December 2002
New England Financial January 1996 - March 1997
Skills
Sales Operations, Separately Managed..., Registered Investment..., Security APL, Morningstar Direct, Mutual Funds, Separate Accounts, Unified Managed Accounts, RIAs, Retirement, Defined Benefit, Wealth Management, Investments, Alternative Investments, Asset Management, Financial Services, Fixed Income, Investment Strategies, Portfolio Management, Securities, Equities, Financial Analysis
Education
University of Phoenix
BS
Jeffrey Gray's MFS Investment Management Experience September 1999 - March 2007
Job Relationship Management The Boston Company
Industry Investment Management
Experience
The Boston Company March 2007 - Present
Newburyport Education Foundation January 2010 - Present
BNY Mellon Asset Management March 2007 - Present
MFS Investment Management September 1999 - March 2007
John Hancock Signature Services September 1995 - September 1999
John Hancock Funds 1995 - 1999
Marriott International June 1992 - September 1995
Skills
Mutual Funds, Marketing Strategy, Investments, Microsoft Excel, Asset Managment, Microsoft Office, Project Management, Strategic Planning, Business Analysis, Customer Service, Series 7, PowerPoint, Equities, Process Improvement, Microsoft Word, Series 63, New Business Development, Team Building
Education
University of New Hampshire 1988 — 1992
B.S., Business
McIntosh College 1996 — 1997
Assoc, Accounting
University of New Hampshire -- Peter T. Paul College of Business and Economics 1988 — 1992
BS, Hotel Administration
Lynn English High School 1984 — 1988
The Boston Company March 2007 - Present
Newburyport Education Foundation January 2010 - Present
BNY Mellon Asset Management March 2007 - Present
MFS Investment Management September 1999 - March 2007
John Hancock Signature Services September 1995 - September 1999
John Hancock Funds 1995 - 1999
Marriott International June 1992 - September 1995
Skills
Mutual Funds, Marketing Strategy, Investments, Microsoft Excel, Asset Managment, Microsoft Office, Project Management, Strategic Planning, Business Analysis, Customer Service, Series 7, PowerPoint, Equities, Process Improvement, Microsoft Word, Series 63, New Business Development, Team Building
Education
University of New Hampshire 1988 — 1992
B.S., Business
McIntosh College 1996 — 1997
Assoc, Accounting
University of New Hampshire -- Peter T. Paul College of Business and Economics 1988 — 1992
BS, Hotel Administration
Lynn English High School 1984 — 1988
Joe Piotrowski's MFS Investment Management Experience 2011 - Present
Job Director, Global Development at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management 2011 - Present
Skills
Trading, Derivatives, Fixed Income, Portfolio Management, Equities, Client Reporting, IT Outsourcing, Software Development, Mutual Funds, Investments, Securities, Business Analysis, Financial Services, Asset Management
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1989 — 1993
BA, Economics
Harvard University Division of Continuing Education
Non-Matriculating Graduate Program, Computer Science
MFS Investment Management 2011 - Present
Skills
Trading, Derivatives, Fixed Income, Portfolio Management, Equities, Client Reporting, IT Outsourcing, Software Development, Mutual Funds, Investments, Securities, Business Analysis, Financial Services, Asset Management
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1989 — 1993
BA, Economics
Harvard University Division of Continuing Education
Non-Matriculating Graduate Program, Computer Science
Joe LeClair's MFS Investment Management Experience September 1999 - March 2001
Job
Industry Marketing and Advertising
Experience
Liberty Mutual Insurance June 2010 - Present
Hill Holliday April 2007 - June 2010
United Way of Massachusetts Bay May 2005 - April 2007
Alliance Companies LLC March 2001 - May 2005
MFS Investment Management September 1999 - March 2001
Skills
Integrated Marketing, Online Advertising, Marketing, Advertising, Marketing Communications, Social Media, Brand Management, Strategy, Digital Marketing, Content Strategy, Creative Direction, CRM, Newsletters, Leadership, Marketing Strategy, Internal Communications, Sponsorship, Social Media Marketing
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1995 — 1999
B.S., Business Administration
St. John's Preparatory School 1991 — 1995
High School, 9-12
Liberty Mutual Insurance June 2010 - Present
Hill Holliday April 2007 - June 2010
United Way of Massachusetts Bay May 2005 - April 2007
Alliance Companies LLC March 2001 - May 2005
MFS Investment Management September 1999 - March 2001
Skills
Integrated Marketing, Online Advertising, Marketing, Advertising, Marketing Communications, Social Media, Brand Management, Strategy, Digital Marketing, Content Strategy, Creative Direction, CRM, Newsletters, Leadership, Marketing Strategy, Internal Communications, Sponsorship, Social Media Marketing
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1995 — 1999
B.S., Business Administration
St. John's Preparatory School 1991 — 1995
High School, 9-12
Chris Nahil's MFS Investment Management Experience 1997 - 1999
Job Marketing and communications for growth companies
Industry Public Relations and Communications
Experience
Message & Medium, LLC: Marketing and Communications August 2010 - Present
Quincy Center for Innovation January 2014 - Present
ezCater June 2014 - November 2014
Constant Contact, Inc. October 2008 - August 2010
Nahil Communications Group, Inc. March 2002 - October 2008
GPC/O'Neill (now O'Neill and Associates) September 2000 - February 2002
Text 100 April 1999 - July 2000
MFS Investment Management 1997 - 1999
FitzGerald Communications 1994 - 1997
Digital Equipment Corporation 1995 - 1996
Skills
Strategic Communications, Corporate Communications, Public Relations, Social Media Marketing, Social Media, Marketing Strategy, Executive Communications, Online Marketing, Marketing Communications, Content Creation, Media Relations, Writing, Event Marketing, Email Marketing, Advertising, Team Building, Executive Coaching, Executive Media Training, SMB, Content Strategy, Marketing, Creative Direction, Product Marketing, Crisis Communications, Digital Marketing, Leadership, Content Development, Entrepreneurship, Competitive Analysis, Business Development, Event Management, B2B, Blogging, Start-ups, Management, SaaS, Strategic Planning, Nonprofits, Program Management, Public Speaking, Press Releases, New Business Development, Recruitments, Business Communications, Networking
Education
University of Rochester 1981 — 1985
Bachelor of Arts (BA), Political Science, International Relations - minor in English LIterature
Message & Medium, LLC: Marketing and Communications August 2010 - Present
Quincy Center for Innovation January 2014 - Present
ezCater June 2014 - November 2014
Constant Contact, Inc. October 2008 - August 2010
Nahil Communications Group, Inc. March 2002 - October 2008
GPC/O'Neill (now O'Neill and Associates) September 2000 - February 2002
Text 100 April 1999 - July 2000
MFS Investment Management 1997 - 1999
FitzGerald Communications 1994 - 1997
Digital Equipment Corporation 1995 - 1996
Skills
Strategic Communications, Corporate Communications, Public Relations, Social Media Marketing, Social Media, Marketing Strategy, Executive Communications, Online Marketing, Marketing Communications, Content Creation, Media Relations, Writing, Event Marketing, Email Marketing, Advertising, Team Building, Executive Coaching, Executive Media Training, SMB, Content Strategy, Marketing, Creative Direction, Product Marketing, Crisis Communications, Digital Marketing, Leadership, Content Development, Entrepreneurship, Competitive Analysis, Business Development, Event Management, B2B, Blogging, Start-ups, Management, SaaS, Strategic Planning, Nonprofits, Program Management, Public Speaking, Press Releases, New Business Development, Recruitments, Business Communications, Networking
Education
University of Rochester 1981 — 1985
Bachelor of Arts (BA), Political Science, International Relations - minor in English LIterature
Rob Ferguson, CFP®'s MFS Investment Management Experience December 2010 - Present
Job Regional Manager at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management December 2010 - Present
MFS Investment Management January 2010 - December 2010
Merrill Lynch July 2007 - January 2010
Porter Novelli 2002 - 2005
Skills
Forecasting
Education
University of Oregon - Charles H. Lundquist College of Business 1996 — 2001
Bachelor of Science (BS), Finance and Economics
MFS Investment Management December 2010 - Present
MFS Investment Management January 2010 - December 2010
Merrill Lynch July 2007 - January 2010
Porter Novelli 2002 - 2005
Skills
Forecasting
Education
University of Oregon - Charles H. Lundquist College of Business 1996 — 2001
Bachelor of Science (BS), Finance and Economics
Damon Kimball's MFS Investment Management Experience September 2009 - February 2013
Job Actively seeking an opportunity to bring my sales experience in the traditional and AI space to an industry leading Co.
Industry Financial Services
Experience
RS Investments March 2013 - March 2014
MFS Investment Management September 2009 - February 2013
MFS Investment Management June 2007 - August 2009
MFS Investment Management March 2004 - August 2006
Skills
Mutual Funds, Series 63, Investments, Series 6, Asset Allocation, Asset Management, Retirement Planning, Financial Services, Account Management, Securities, Retirement, Wealth Management, 401k, Sales, Alternative Investments, Separately Managed..., Finance, Financial Advisory
Education
University of New England 1994 — 1996
Sports and Fitness Administration, Management
Kennebunk
RS Investments March 2013 - March 2014
MFS Investment Management September 2009 - February 2013
MFS Investment Management June 2007 - August 2009
MFS Investment Management March 2004 - August 2006
Skills
Mutual Funds, Series 63, Investments, Series 6, Asset Allocation, Asset Management, Retirement Planning, Financial Services, Account Management, Securities, Retirement, Wealth Management, 401k, Sales, Alternative Investments, Separately Managed..., Finance, Financial Advisory
Education
University of New England 1994 — 1996
Sports and Fitness Administration, Management
Kennebunk
Rajesh Manjrekar's MFS Investment Management Experience April 2007 - Present
Job AVP (IT Infrastructure) at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management April 2007 - Present
UBS December 2006 - April 2007
Pepsi Bottling Group May 2002 - November 2006
Persumma Financials April 2001 - December 2001
Fidelity June 1996 - April 2001
DB Concepts Inc June 1995 - June 1996
Raymond Synthetics Ltd, India April 1994 - June 1995
Raymonds Synthetics Ltd, 1994 - 1995
Infotek Computers India November 1991 - November 1992
Skills
Sybase, Solaris, People Management, Disaster Recovery, Databases, Architecture, Administration, Troubleshooting, Sybase ASE, Database Administration, Performance Tuning, Production Support, ITIL, Replication, SDLC, Enterprise Architecture, Data Warehousing, Software Development, Database Design, Integration, AIX, Perl, Shell Scripting, Management, Architectures, IBM AIX
Education
University of Mumbai 1987 — 1990
BSc, Statistics and Computers
Harvard University Division of Continuing Education
Finance for the Nonfinancial Manager
MFS Investment Management April 2007 - Present
UBS December 2006 - April 2007
Pepsi Bottling Group May 2002 - November 2006
Persumma Financials April 2001 - December 2001
Fidelity June 1996 - April 2001
DB Concepts Inc June 1995 - June 1996
Raymond Synthetics Ltd, India April 1994 - June 1995
Raymonds Synthetics Ltd, 1994 - 1995
Infotek Computers India November 1991 - November 1992
Skills
Sybase, Solaris, People Management, Disaster Recovery, Databases, Architecture, Administration, Troubleshooting, Sybase ASE, Database Administration, Performance Tuning, Production Support, ITIL, Replication, SDLC, Enterprise Architecture, Data Warehousing, Software Development, Database Design, Integration, AIX, Perl, Shell Scripting, Management, Architectures, IBM AIX
Education
University of Mumbai 1987 — 1990
BSc, Statistics and Computers
Harvard University Division of Continuing Education
Finance for the Nonfinancial Manager
Peter Noll's MFS Investment Management Experience April 2001 - May 2004
Job Chief Technology Officer at Acadian Asset Management
Industry Financial Services
Experience
Acadian Asset Management April 2014 - Present
Beacon Consulting Group 2012 - April 2014
Pioneer Investments Management Ltd. 2005 - 2012
MFS Investment Management April 2001 - May 2004
State Street 1992 - 2001
Tandem Computers 1988 - 1992
Data Architects Inc. 1981 - 1988
Borroughs Corp. 1978 - 1981
Skills
Business Analysis, Vendor Management, Fixed Income, Asset Management, Business Intelligence, Enterprise Architecture, IT Strategy, SDLC, Financial Services, Process Improvement, Equities, Project Management, Risk Management, Asset Managment, Investments, Outsourcing, Integration, PMO, Software Project..., Disaster Recovery, Business Process..., Strategy
Education
university of rhode island 1974 — 1978
Needham
Acadian Asset Management April 2014 - Present
Beacon Consulting Group 2012 - April 2014
Pioneer Investments Management Ltd. 2005 - 2012
MFS Investment Management April 2001 - May 2004
State Street 1992 - 2001
Tandem Computers 1988 - 1992
Data Architects Inc. 1981 - 1988
Borroughs Corp. 1978 - 1981
Skills
Business Analysis, Vendor Management, Fixed Income, Asset Management, Business Intelligence, Enterprise Architecture, IT Strategy, SDLC, Financial Services, Process Improvement, Equities, Project Management, Risk Management, Asset Managment, Investments, Outsourcing, Integration, PMO, Software Project..., Disaster Recovery, Business Process..., Strategy
Education
university of rhode island 1974 — 1978
Needham
Jason Huber's MFS Investment Management Experience August 2013 - Present
Job Competitive Intelligence Analyst at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management August 2013 - Present
Encore Capital Group June 2012 - July 2013
Encore Capital Group November 2009 - May 2012
Management Sciences for Health June 2006 - October 2009
UBS February 2006 - May 2006
Massachusetts State Senate June 2004 - August 2004
Skills
Analysis, Business Strategy, Budgets, Data Analysis, Financial Analysis, Program Management, Process Improvement, Business Analysis, Microsoft Excel, Analytics, Strategic Planning, Microsoft Office, SAS, Project Management, Financial Modeling, Access, Business Intelligence, Vendor Management, Forecasting, SQL, SPSS, Statistics, Valuation, Finance, Strategic Financial..., Financial Reporting, Market Research
Education
University of San Diego 2010 — 2012
Master of Business Administration (M.B.A.), Finance
The George Washington University 2003 — 2006
Bachelor of Arts (B.A.), International Relations and Affairs
American University of Cairo 2005 — 2005
Study Abroad Program, Arabic, Economics
Minuteman Regional High School 1998 — 2002
MFS Investment Management August 2013 - Present
Encore Capital Group June 2012 - July 2013
Encore Capital Group November 2009 - May 2012
Management Sciences for Health June 2006 - October 2009
UBS February 2006 - May 2006
Massachusetts State Senate June 2004 - August 2004
Skills
Analysis, Business Strategy, Budgets, Data Analysis, Financial Analysis, Program Management, Process Improvement, Business Analysis, Microsoft Excel, Analytics, Strategic Planning, Microsoft Office, SAS, Project Management, Financial Modeling, Access, Business Intelligence, Vendor Management, Forecasting, SQL, SPSS, Statistics, Valuation, Finance, Strategic Financial..., Financial Reporting, Market Research
Education
University of San Diego 2010 — 2012
Master of Business Administration (M.B.A.), Finance
The George Washington University 2003 — 2006
Bachelor of Arts (B.A.), International Relations and Affairs
American University of Cairo 2005 — 2005
Study Abroad Program, Arabic, Economics
Minuteman Regional High School 1998 — 2002
Jim Jessee's MFS Investment Management Experience October 2011 - Present
Job CoHead of Global Distribution at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management October 2011 - Present
MFS Fund Distributors, Inc September 2004 - Present
MFS Fund Distributors, Inc. October 2002 - August 2004
MFS Fund Distributors, Inc. October 2001 - September 2002
MFS Fund Distributors, Inc. January 1987 - September 2001
Minnesota Life May 1980 - December 1986
Education
University of Richmond - Robins School of Business 1978 — 1980
B.S., Business Administration
University of Richmond 1976 — 1980
Bachelor of Science (BS), Business Administration
Mountain Lakes High School 1972 — 1976
MFS Investment Management October 2011 - Present
MFS Fund Distributors, Inc September 2004 - Present
MFS Fund Distributors, Inc. October 2002 - August 2004
MFS Fund Distributors, Inc. October 2001 - September 2002
MFS Fund Distributors, Inc. January 1987 - September 2001
Minnesota Life May 1980 - December 1986
Education
University of Richmond - Robins School of Business 1978 — 1980
B.S., Business Administration
University of Richmond 1976 — 1980
Bachelor of Science (BS), Business Administration
Mountain Lakes High School 1972 — 1976
Julie O'Dette's MFS Investment Management Experience April 2011 - Present
Job Director of Enterprise Information Management at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management April 2011 - Present
MFS Investment Management April 2010 - April 2011
MFS Investment Mgmt Co November 1999 - April 2010
EDS 1996 - 1999
Electronic Data Systems (EDS) 1996 - 1999
Skills
Disaster Recovery, SDLC, Sed, Business Analysis, Vendor Management, Data Governance, Project Management, Business Process...
Education
University of New Hampshire 1992 — 1996
BS, Math/Economics
MFS Investment Management April 2011 - Present
MFS Investment Management April 2010 - April 2011
MFS Investment Mgmt Co November 1999 - April 2010
EDS 1996 - 1999
Electronic Data Systems (EDS) 1996 - 1999
Skills
Disaster Recovery, SDLC, Sed, Business Analysis, Vendor Management, Data Governance, Project Management, Business Process...
Education
University of New Hampshire 1992 — 1996
BS, Math/Economics
Ryan Goodrich's MFS Investment Management Experience 2007 - 2007
Job Senior Financial Analyst at EnerNOC
Industry Financial Services
Experience
EnerNOC November 2014 - Present
Bunker Hill Capital March 2012 - October 2014
Morgan Keegan March 2011 - February 2012
Stifel Nicolaus July 2010 - March 2011
Thomas Weisel Partners July 2009 - June 2010
The Bigelow Company May 2008 - August 2008
MFS Investment Management 2007 - 2007
Skills
Investment Banking, Private Equity/Venture..., Business Valuation, Financial Analysis, Financial Planning, Financial Modeling, LBO, DCF
Education
University of New Hampshire - Whittemore School of Business and Economics 2005 — 2009
BS, Business Administration and Management, General
EnerNOC November 2014 - Present
Bunker Hill Capital March 2012 - October 2014
Morgan Keegan March 2011 - February 2012
Stifel Nicolaus July 2010 - March 2011
Thomas Weisel Partners July 2009 - June 2010
The Bigelow Company May 2008 - August 2008
MFS Investment Management 2007 - 2007
Skills
Investment Banking, Private Equity/Venture..., Business Valuation, Financial Analysis, Financial Planning, Financial Modeling, LBO, DCF
Education
University of New Hampshire - Whittemore School of Business and Economics 2005 — 2009
BS, Business Administration and Management, General
Adam Kitzis's MFS Investment Management Experience October 1997 - December 2002
Job Manager, Business Systems at PHT Corporation
Industry Information Technology and Services
Experience
TripAdvisor August 2015 - Present
PHT Corporation April 2014 - August 2015
roundCorner February 2011 - April 2014
ZOLL Medical Corporation June 2009 - March 2011
ZOLL Medical Corporation December 2006 - May 2009
Monster October 2005 - December 2006
Key Bank April 2004 - October 2005
MFS Investment Management October 1997 - December 2002
Skills
Salesforce.com, Process Improvement, Call Center, Enterprise Content..., SaaS, Business Analysis, CRM, Cloud Computing, Sales Process, Account Management, Lead Generation, New Business Development, Sales, Project Management, Sales Management, Team Building, Management, Team Leadership, Business Development, Business Process, Call Centers, Analytics, Business Intelligence, Training
Education
University of New Hampshire 1992 — 1996
Bachelor of Science (BS), Community Development
The Episcopal Academy 1989 — 1992
TripAdvisor August 2015 - Present
PHT Corporation April 2014 - August 2015
roundCorner February 2011 - April 2014
ZOLL Medical Corporation June 2009 - March 2011
ZOLL Medical Corporation December 2006 - May 2009
Monster October 2005 - December 2006
Key Bank April 2004 - October 2005
MFS Investment Management October 1997 - December 2002
Skills
Salesforce.com, Process Improvement, Call Center, Enterprise Content..., SaaS, Business Analysis, CRM, Cloud Computing, Sales Process, Account Management, Lead Generation, New Business Development, Sales, Project Management, Sales Management, Team Building, Management, Team Leadership, Business Development, Business Process, Call Centers, Analytics, Business Intelligence, Training
Education
University of New Hampshire 1992 — 1996
Bachelor of Science (BS), Community Development
The Episcopal Academy 1989 — 1992
John A. Hauck, Jr., CIMA's MFS Investment Management Experience April 1994 - February 2008
Job Advisor Consultant at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments July 2014 - Present
Munder Capital Management September 2011 - July 2014
Universal Financial Consultants September 2009 - September 2011
RS Investments February 2008 - September 2009
MFS Investment Management April 1994 - February 2008
Skills
Alternative Investments, Investments, Mutual Funds, Series 63, Asset Allocation, Hedge Funds, Finance, Securities, Asset Management, Wealth Management, Retirement Planning, Investment Strategies, Fixed Income, Retirement, Investment Management, Series 7
Education
University of South Carolina-Columbia 1990 — 1993
Bachelor’s Degree, Political Science
Noble and Greenough School 1985 — 1988
Nuveen Investments July 2014 - Present
Munder Capital Management September 2011 - July 2014
Universal Financial Consultants September 2009 - September 2011
RS Investments February 2008 - September 2009
MFS Investment Management April 1994 - February 2008
Skills
Alternative Investments, Investments, Mutual Funds, Series 63, Asset Allocation, Hedge Funds, Finance, Securities, Asset Management, Wealth Management, Retirement Planning, Investment Strategies, Fixed Income, Retirement, Investment Management, Series 7
Education
University of South Carolina-Columbia 1990 — 1993
Bachelor’s Degree, Political Science
Noble and Greenough School 1985 — 1988
Courtney Norbury's MFS Investment Management Experience 1900 - 2000
Job Financial Services Professional
Industry Financial Services
Experience
None- Former VP at Citi GTS June 2006 - January 2008
Citi Fund Services 2006 - 2008
Mass Financial Services 1986 - 2002
MFS Investment Management 1900 - 2000
BFDS 1985 - 1986
Education
University of Rhode Island 1980 — 1984
None- Former VP at Citi GTS June 2006 - January 2008
Citi Fund Services 2006 - 2008
Mass Financial Services 1986 - 2002
MFS Investment Management 1900 - 2000
BFDS 1985 - 1986
Education
University of Rhode Island 1980 — 1984
Autumn Sexton Hull's MFS Investment Management Experience January 2006 - June 2006
Job Financial Services
Industry Financial Services
Experience
MFS Investment Management January 2006 - June 2006
University of Phoenix June 2005 - December 2005
State Farm Insurance April 2004 - April 2005
AmSouth Bank April 2001 - April 2004
Education
Avon Lake High School 1992 — 1996
College Prep
University of Oklahoma
University of Phoenix
Business Management
MFS Investment Management January 2006 - June 2006
University of Phoenix June 2005 - December 2005
State Farm Insurance April 2004 - April 2005
AmSouth Bank April 2001 - April 2004
Education
Avon Lake High School 1992 — 1996
College Prep
University of Oklahoma
University of Phoenix
Business Management
Colin Guheen, CFA's MFS Investment Management Experience November 2002 - May 2003
Job Food, Beverage, and Agribusiness Investments at GE Capital
Industry Investment Management
Experience
GE Capital December 2012 - Present
Cowen and Company May 2003 - December 2012
MFS Investment Management November 2002 - May 2003
Perez Alati, Grondona, Arnsten, & Martinez de Hoz December 2000 - March 2001
Skills
Equities, Capital Markets, Valuation, Hedge Funds, Equity Research, Private Equity, Investments, Strategy, Market Analysis, Food & Beverage, Restaurants, Credit Risk, Investment Banking, Equity Valuation, Corporate Finance
Education
University of Puget Sound 1998 — 2002
BA, International Political Economy, Spanish
St. Ignatius College Preparatory 1994 — 1998
GE Capital December 2012 - Present
Cowen and Company May 2003 - December 2012
MFS Investment Management November 2002 - May 2003
Perez Alati, Grondona, Arnsten, & Martinez de Hoz December 2000 - March 2001
Skills
Equities, Capital Markets, Valuation, Hedge Funds, Equity Research, Private Equity, Investments, Strategy, Market Analysis, Food & Beverage, Restaurants, Credit Risk, Investment Banking, Equity Valuation, Corporate Finance
Education
University of Puget Sound 1998 — 2002
BA, International Political Economy, Spanish
St. Ignatius College Preparatory 1994 — 1998
Rick Kampersal's MFS Investment Management Experience May 2005 - January 2013
Job Principal at The Wordsmith Writing Company
Industry Writing and Editing
Experience
The Wordsmith Writing Company October 2015 - Present
The Wordsmith Writing Company October 2015 - Present
State Street Global Advisors June 2014 - August 2015
The Hubbell Group February 2013 - May 2014
MFS Investment Management May 2005 - January 2013
Fidelity Investments August 2000 - May 2005
Fidelity Investments June 1996 - August 2000
Fidelity Investments December 1993 - June 1996
Scudder Stevens and Clark 1991 - 1993
Various newspapers July 1989 - November 1991
Skills
Financial Services, Corporate Communications, Internal Communications, Thought Leadership, Strategic Communications, Mutual Funds, Marketing Communications, Investor Relations, Communication Training, Investments, Integrated Marketing, Media Relations, Speech Writing, Newsletters, Marketing
Education
University of New Hampshire 1985 — 1989
BA, English/Journalism
The Wordsmith Writing Company October 2015 - Present
The Wordsmith Writing Company October 2015 - Present
State Street Global Advisors June 2014 - August 2015
The Hubbell Group February 2013 - May 2014
MFS Investment Management May 2005 - January 2013
Fidelity Investments August 2000 - May 2005
Fidelity Investments June 1996 - August 2000
Fidelity Investments December 1993 - June 1996
Scudder Stevens and Clark 1991 - 1993
Various newspapers July 1989 - November 1991
Skills
Financial Services, Corporate Communications, Internal Communications, Thought Leadership, Strategic Communications, Mutual Funds, Marketing Communications, Investor Relations, Communication Training, Investments, Integrated Marketing, Media Relations, Speech Writing, Newsletters, Marketing
Education
University of New Hampshire 1985 — 1989
BA, English/Journalism
John McDonough's MFS Investment Management Experience January 2013 - Present
Job National Account Manager at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management January 2013 - Present
MFS Investment Management January 2007 - January 2013
MFS June 2006 - December 2006
Skills
401k, Series 63, Series 7, Mutual Funds, Series 6, Asset Allocation, Separately Managed..., Retirement Planning, Alternative Investments, Securities, Fixed Annuities, Retirement, Investments, Wealth Management, Investment Strategies, Asset Management, FINRA, Fixed Income, Equities, Investment Advisory, Series 24
Education
University of New Hampshire - Whittemore School of Business and Economics 2002 — 2006
Business
University of New Hampshire -- Peter T. Paul College of Business and Economics
MFS Investment Management January 2013 - Present
MFS Investment Management January 2007 - January 2013
MFS June 2006 - December 2006
Skills
401k, Series 63, Series 7, Mutual Funds, Series 6, Asset Allocation, Separately Managed..., Retirement Planning, Alternative Investments, Securities, Fixed Annuities, Retirement, Investments, Wealth Management, Investment Strategies, Asset Management, FINRA, Fixed Income, Equities, Investment Advisory, Series 24
Education
University of New Hampshire - Whittemore School of Business and Economics 2002 — 2006
Business
University of New Hampshire -- Peter T. Paul College of Business and Economics
Ed Leite's MFS Investment Management Experience August 2004 - December 2010
Job Sr. Project Manager, VP at RBS Citizens
Industry Financial Services
Experience
RBS Citizens Group April 2013 - Present
Income Research & Management December 2010 - November 2012
MFS Investment Management August 2004 - December 2010
Brown Brothers Harriman & Co. (BBH) 2000 - 2004
Putnam Investments 1996 - 2000
First Data Corporation 1989 - 1996
Skills
Bloomberg, Mutual Funds, Asset Management, Excel, Vendor Management, Fixed Income, Market Data, Asset Managment, Equities, Securities, Hedge Funds, Financial Services, Portfolio Management
Education
University of Rhode Island - College of Business Administration 1984 — 1988
Business Management & Managerial Statistics, Business
Bishop Hendricken
RBS Citizens Group April 2013 - Present
Income Research & Management December 2010 - November 2012
MFS Investment Management August 2004 - December 2010
Brown Brothers Harriman & Co. (BBH) 2000 - 2004
Putnam Investments 1996 - 2000
First Data Corporation 1989 - 1996
Skills
Bloomberg, Mutual Funds, Asset Management, Excel, Vendor Management, Fixed Income, Market Data, Asset Managment, Equities, Securities, Hedge Funds, Financial Services, Portfolio Management
Education
University of Rhode Island - College of Business Administration 1984 — 1988
Business Management & Managerial Statistics, Business
Bishop Hendricken
Karen Fisher Sheppard's MFS Investment Management Experience August 1999 - October 2005
Job Assistant Vice President at State Street Corporation
Industry Financial Services
Experience
State Street Corporation October 2005 - Present
MFS Investment Management August 1999 - October 2005
Thomson Financial August 1995 - June 1998
Skills
Fixed Income, Bloomberg
Education
University of Rhode Island 1987 — 1990
BS
State Street Corporation October 2005 - Present
MFS Investment Management August 1999 - October 2005
Thomson Financial August 1995 - June 1998
Skills
Fixed Income, Bloomberg
Education
University of Rhode Island 1987 — 1990
BS
Maureen Pettirossi's MFS Investment Management Experience 2005 - 2008
Job Assoc. Director, Global Equity Portfolio Mgmt at Wellington Management
Industry Financial Services
Experience
Wellington Management 2013 - Present
Wellington Management 2009 - 2013
MFS Investment Management 2005 - 2008
MFS Investment Management 2002 - 2005
American Express Financial Advisors 1999 - 2002
Wilke/Thompson Capital Management 1997 - 2000
Dain Bosworth 1990 - 1997
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1983 — 1987
BS, Business Administration, Finance
Wellington Management 2013 - Present
Wellington Management 2009 - 2013
MFS Investment Management 2005 - 2008
MFS Investment Management 2002 - 2005
American Express Financial Advisors 1999 - 2002
Wilke/Thompson Capital Management 1997 - 2000
Dain Bosworth 1990 - 1997
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1983 — 1987
BS, Business Administration, Finance
Marivic Alvior-Cruz's MFS Investment Management Experience April 2014 - April 2015
Job Program Manager at The Boston Lawyers Group
Industry Legal Services
Experience
The Boston Lawyers Group May 2015 - Present
MFS Investment Management April 2014 - April 2015
Wells Fargo December 2011 - July 2013
Wells Fargo October 2005 - December 2011
Wells Fargo May 2000 - October 2005
Skills
Product Management, Debit Cards, Strategic Planning, Wealth Management, Project Management, Banking, Customer Service, Sales, Risk Management, Relationship Management, Financial Services, Credit, Business Analysis, Portfolio Management, Marketing, Loans
Education
University of Nevada-Las Vegas 2001 — 2005
B.S, Business Management
The Boston Lawyers Group May 2015 - Present
MFS Investment Management April 2014 - April 2015
Wells Fargo December 2011 - July 2013
Wells Fargo October 2005 - December 2011
Wells Fargo May 2000 - October 2005
Skills
Product Management, Debit Cards, Strategic Planning, Wealth Management, Project Management, Banking, Customer Service, Sales, Risk Management, Relationship Management, Financial Services, Credit, Business Analysis, Portfolio Management, Marketing, Loans
Education
University of Nevada-Las Vegas 2001 — 2005
B.S, Business Management
Matthew Taverni's MFS Investment Management Experience January 2014 - Present
Job Project Manager at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management January 2014 - Present
Deloitte & Touche October 2005 - December 2013
Accenture July 2001 - October 2005
Skills
Investment Management, Project Management, Management Consulting, Risk Assessment, Financial Services, Investment Compliance, SOX 404, Design & Implementation..., Strategic Consulting, Anti Money Laundering, Risk Management, Internal Controls, Business Process, Enterprise Risk..., Business Process..., Management, Sarbanes-Oxley Act, Consulting
Education
University of Rochester 1997 — 2001
BA, Economics
MFS Investment Management January 2014 - Present
Deloitte & Touche October 2005 - December 2013
Accenture July 2001 - October 2005
Skills
Investment Management, Project Management, Management Consulting, Risk Assessment, Financial Services, Investment Compliance, SOX 404, Design & Implementation..., Strategic Consulting, Anti Money Laundering, Risk Management, Internal Controls, Business Process, Enterprise Risk..., Business Process..., Management, Sarbanes-Oxley Act, Consulting
Education
University of Rochester 1997 — 2001
BA, Economics
Nicholas Smithie's MFS Investment Management Experience 1998 - April 2010
Job Chief Investment Strategist at Emerging Global Advisors
Industry Investment Management
Experience
Emerging Global Advisors September 2013 - Present
UBS Investment Bank May 2010 - September 2013
MFS Investment Management 1998 - April 2010
Gartmore 1995 - 1997
Coopers & Lybrand 1988 - 1992
Skills
Equities, Emerging Markets, Portfolio Management, Valuation, Hedge Funds, Financial Analysis, Asset Allocation, Private Equity, Capital Markets, Fixed Income, Alternative Investments, Equity Research, Investment Banking, Derivatives, Asset Management, Mutual Funds, Financial Markets, Bloomberg, Investments, Equity Valuation, Structured Finance, Investment Management, Bonds, Investment Strategies, Trading, Equity Derivatives, Securities, Financial Structuring, Corporate Finance, Venture Capital, FX Options, Investor Relations, Institutional..., Investment Advisory, Series 7, Equity Capital Markets, Equity Trading, Financial Modeling, Options, Wealth Management, IPO, Finance, Due Diligence
Education
University of Oxford 1985 — 1988
Jurisprudence, Law, MA, Honours
Eton College 1979 — 1984
A & O levels, Modern languages, liberal arts
Emerging Global Advisors September 2013 - Present
UBS Investment Bank May 2010 - September 2013
MFS Investment Management 1998 - April 2010
Gartmore 1995 - 1997
Coopers & Lybrand 1988 - 1992
Skills
Equities, Emerging Markets, Portfolio Management, Valuation, Hedge Funds, Financial Analysis, Asset Allocation, Private Equity, Capital Markets, Fixed Income, Alternative Investments, Equity Research, Investment Banking, Derivatives, Asset Management, Mutual Funds, Financial Markets, Bloomberg, Investments, Equity Valuation, Structured Finance, Investment Management, Bonds, Investment Strategies, Trading, Equity Derivatives, Securities, Financial Structuring, Corporate Finance, Venture Capital, FX Options, Investor Relations, Institutional..., Investment Advisory, Series 7, Equity Capital Markets, Equity Trading, Financial Modeling, Options, Wealth Management, IPO, Finance, Due Diligence
Education
University of Oxford 1985 — 1988
Jurisprudence, Law, MA, Honours
Eton College 1979 — 1984
A & O levels, Modern languages, liberal arts
Luke Allard's MFS Investment Management Experience March 2015 - Present
Job Producer at MFS Investment Management
Industry Entertainment
Experience
MFS Investment Management March 2015 - Present
NESN February 2014 - January 2015
Sharp Entertainment April 2013 - December 2013
Powderhouse Productions December 2012 - March 2013
Powderhouse Productions June 2012 - July 2012
Studio Lambert USA, Inc. June 2011 - February 2012
Gurney Productions January 2010 - June 2011
Skills
Reality, Avid, Avid Media Composer, Video Production, Post Production, Television, Final Cut Pro, Documentaries, Producing, Film Production, Film, Final Draft, Broadcast, Screenwriting, Video, HD Video, Camera, Theatre, Trivia, Creative Writing, Game Shows, Feature Films, Pre-production, Broadcast Television, Video Editing, Short Films, Final Cut Studio, New Media, Film Editing, Script Coverage, Music Videos, Camera Operating, Comedy, Non-linear Editing, Casting, Production Managment, Directing, Television Producing, Story Producing, Storytelling, Independent Film, Entertainment, Field Producing, Pro Tools, DVD Studio Pro, Production Coordination, Acting
Education
University of Rhode Island 2005 — 2009
Bachelors, Theatre Directing
MFS Investment Management March 2015 - Present
NESN February 2014 - January 2015
Sharp Entertainment April 2013 - December 2013
Powderhouse Productions December 2012 - March 2013
Powderhouse Productions June 2012 - July 2012
Studio Lambert USA, Inc. June 2011 - February 2012
Gurney Productions January 2010 - June 2011
Skills
Reality, Avid, Avid Media Composer, Video Production, Post Production, Television, Final Cut Pro, Documentaries, Producing, Film Production, Film, Final Draft, Broadcast, Screenwriting, Video, HD Video, Camera, Theatre, Trivia, Creative Writing, Game Shows, Feature Films, Pre-production, Broadcast Television, Video Editing, Short Films, Final Cut Studio, New Media, Film Editing, Script Coverage, Music Videos, Camera Operating, Comedy, Non-linear Editing, Casting, Production Managment, Directing, Television Producing, Story Producing, Storytelling, Independent Film, Entertainment, Field Producing, Pro Tools, DVD Studio Pro, Production Coordination, Acting
Education
University of Rhode Island 2005 — 2009
Bachelors, Theatre Directing
Rokimi Khawlhring's MFS Investment Management Experience August 2011 - Present
Job Equity Research Associate at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management August 2011 - Present
Twenty-East Associates LLP June 2010 - August 2010
Cookie Jar Bakery 2008 - 2009
State Council for Educational Research and Training September 2006 - May 2007
Skills
Equity Research, Financial Modeling, Data Analysis, Analysis, Research, Economics, Strategy, Management, Valuation, Bloomberg, Editing, Equities
Education
Williams College 2007 — 2011
B.A., Economics and History
University of Oxford 2009 — 2010
B.A., Economics
Kodaikanal International School
44 out of 45 in International Baccalaureate
MFS Investment Management August 2011 - Present
Twenty-East Associates LLP June 2010 - August 2010
Cookie Jar Bakery 2008 - 2009
State Council for Educational Research and Training September 2006 - May 2007
Skills
Equity Research, Financial Modeling, Data Analysis, Analysis, Research, Economics, Strategy, Management, Valuation, Bloomberg, Editing, Equities
Education
Williams College 2007 — 2011
B.A., Economics and History
University of Oxford 2009 — 2010
B.A., Economics
Kodaikanal International School
44 out of 45 in International Baccalaureate
Carly Cluney's MFS Investment Management Experience April 2012 - August 2013
Job Associate at Client Solution Architects
Industry Management Consulting
Experience
Client Solution Architects May 2015 - Present
MFS Investment Management April 2012 - August 2013
MFS Investment Management March 2010 - April 2012
Stella Restaurant September 2009 - March 2010
The Port Restaurant May 2007 - October 2009
Regan Communications January 2009 - April 2009
Skills
Customer Service, Outlook, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Adobe Professional, Research, Management, Corporate Communications, Conference Coordination, Travel Arrangements, Organizational..., Concur, Investment Company Act, Customer Relations, Process Scheduler, Scheduling, Social Networking, Facebook, Sales, Social Media, Leadership
Education
University of New Hampshire
Bachelor of Arts (BA), Communication, General
Client Solution Architects May 2015 - Present
MFS Investment Management April 2012 - August 2013
MFS Investment Management March 2010 - April 2012
Stella Restaurant September 2009 - March 2010
The Port Restaurant May 2007 - October 2009
Regan Communications January 2009 - April 2009
Skills
Customer Service, Outlook, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Adobe Professional, Research, Management, Corporate Communications, Conference Coordination, Travel Arrangements, Organizational..., Concur, Investment Company Act, Customer Relations, Process Scheduler, Scheduling, Social Networking, Facebook, Sales, Social Media, Leadership
Education
University of New Hampshire
Bachelor of Arts (BA), Communication, General
Spencer Dole's MFS Investment Management Experience April 2005 - June 2007
Job Business Development Senior Consultant, Sun Life Financial, Employee Group Benefits U.S.
Industry Financial Services
Experience
Sun Life Financial October 2011 - Present
Sun Life Financial September 2007 - September 2011
MFS Investment Management April 2005 - June 2007
MFS Investment Management March 2005 - February 2006
MFS Investment Management December 2003 - March 2005
MFS Investment Management May 2003 - December 2003
Skills
Employee Benefits, Mutual Funds, 401k, Series 63, Strategic Partnerships, Sales, Fixed Annuities, Series 6, Management, Series 7, Investments
Education
University of New Hampshire 1998 — 2002
Bachelor of Arts, Communications
Sun Life Financial October 2011 - Present
Sun Life Financial September 2007 - September 2011
MFS Investment Management April 2005 - June 2007
MFS Investment Management March 2005 - February 2006
MFS Investment Management December 2003 - March 2005
MFS Investment Management May 2003 - December 2003
Skills
Employee Benefits, Mutual Funds, 401k, Series 63, Strategic Partnerships, Sales, Fixed Annuities, Series 6, Management, Series 7, Investments
Education
University of New Hampshire 1998 — 2002
Bachelor of Arts, Communications
JOHN RHOADES's MFS Investment Management Experience June 1996 - January 2008
Job FINANCIAL ADVISOR at SagePoint Financial
Industry Financial Services
Experience
SagePoint Financial January 2009 - Present
MFS Investment Management June 1996 - January 2008
Skills
Series 7, Retirement Planning, Mutual Funds, Financial Advisory, Investments, Financial Planning, Bonds, Portfolio Management, Series 63, Securities, FINRA, Investment Advisory, Series 24, Wealth Management, Separately Managed..., Estate Planning, IRAs, Trading, Equities, Strategic Financial..., Wealth Management..., Investment Management
Education
Wharton Business School 1978 — 1982
BS, Economics
SagePoint Financial January 2009 - Present
MFS Investment Management June 1996 - January 2008
Skills
Series 7, Retirement Planning, Mutual Funds, Financial Advisory, Investments, Financial Planning, Bonds, Portfolio Management, Series 63, Securities, FINRA, Investment Advisory, Series 24, Wealth Management, Separately Managed..., Estate Planning, IRAs, Trading, Equities, Strategic Financial..., Wealth Management..., Investment Management
Education
Wharton Business School 1978 — 1982
BS, Economics
Victor Lytle's MFS Investment Management Experience July 2012 - February 2013
Job Network and Infrastructure Technician at PSS Products
Industry Information Technology and Services
Experience
PSS Products October 2014 - Present
SimplexGrinnell October 2013 - February 2014
MFS Investment Management July 2012 - February 2013
Citi August 2011 - April 2012
OSTCS December 2010 - May 2011
United States Navy July 2004 - March 2011
Skills
Windows 7, Help Desk Support, Active Directory, Troubleshooting, Hardware, Computer Hardware, Technical Support, System Administration, SCCM, Networking, LAN-WAN, Software Installation, Windows Server, Network Security, Military, Laptops, Information Assurance, Cisco Technologies, Antivirus, Computer Repair, Remote Desktop, Security Clearance, Computer Security, Printers, BMC Remedy, HP, Operating Systems, Switches, System Deployment, Routers, Workstations, Information Technology, IT Operations, Wireless Networking, Cisco Routers, Dell Computers, Hardware Support, Cabling, Server Administration, Information Security, Backup & Recovery..., Encryption, Network Security..., Network Administration, Technical Documentation, Remote Troubleshooting, Hyper-V, Virtualization
Education
University of Phoenix 2014 — 2016
Associate of Arts (AA), Computer Systems Networking and Telecommunications
DeVry University 2010 — 2012
Bachelor of Science (BS), Network and Communications Management
Redlands High School 1996 — 1998
Diploma, Computer Technology/Computer Systems Technology
La Puente High School 1994 — 1996
Diploma, Computer Technology/Computer Systems Technology
PSS Products October 2014 - Present
SimplexGrinnell October 2013 - February 2014
MFS Investment Management July 2012 - February 2013
Citi August 2011 - April 2012
OSTCS December 2010 - May 2011
United States Navy July 2004 - March 2011
Skills
Windows 7, Help Desk Support, Active Directory, Troubleshooting, Hardware, Computer Hardware, Technical Support, System Administration, SCCM, Networking, LAN-WAN, Software Installation, Windows Server, Network Security, Military, Laptops, Information Assurance, Cisco Technologies, Antivirus, Computer Repair, Remote Desktop, Security Clearance, Computer Security, Printers, BMC Remedy, HP, Operating Systems, Switches, System Deployment, Routers, Workstations, Information Technology, IT Operations, Wireless Networking, Cisco Routers, Dell Computers, Hardware Support, Cabling, Server Administration, Information Security, Backup & Recovery..., Encryption, Network Security..., Network Administration, Technical Documentation, Remote Troubleshooting, Hyper-V, Virtualization
Education
University of Phoenix 2014 — 2016
Associate of Arts (AA), Computer Systems Networking and Telecommunications
DeVry University 2010 — 2012
Bachelor of Science (BS), Network and Communications Management
Redlands High School 1996 — 1998
Diploma, Computer Technology/Computer Systems Technology
La Puente High School 1994 — 1996
Diploma, Computer Technology/Computer Systems Technology
Chris Gaudette's MFS Investment Management Experience October 2000 - November 2007
Job Graduate Student at San Jose State University
Industry Financial Services
Experience
San Jose State University August 2014 - Present
Yellowstone Association December 2012 - October 2013
Appalachian Mountain Club February 2007 - December 2012
MFS Investment Management October 2000 - November 2007
Skills
Financial Reporting, Accounting, Budgets, Finance, Auditing, Volunteer Management, Community Outreach
Education
University of Nevada-Las Vegas
San Jose State University August 2014 - Present
Yellowstone Association December 2012 - October 2013
Appalachian Mountain Club February 2007 - December 2012
MFS Investment Management October 2000 - November 2007
Skills
Financial Reporting, Accounting, Budgets, Finance, Auditing, Volunteer Management, Community Outreach
Education
University of Nevada-Las Vegas
Scott Webster's MFS Investment Management Experience 2000 - 2006
Job IT Professional/ Network engineering student
Industry Computer Networking
Experience
Apple October 2011 - September 2013
TriState Realty Group April 2011 - October 2011
NuChrome Corporation December 2006 - March 2011
MFS Investment Management 2000 - 2006
Skills
Consultative Selling, Account Management, Customer Relations, Mac OS X, Strategic Planning, Contract Negotiation, Mac, Customer Service, Sales Management, Business Analysis, B2B, New Business Development, Business Strategy, Computer Hardware, Problem Solving, Program Management, Small Business, Business Intelligence, Business Development, Selling, Cloud Computing, OS X, Salesforce.com, SaaS, Strategic Partnerships, Direct Sales
Education
Bunker Hill Community College 2013 — 2014
Computer Systems Networking and Telecommunications
University of Rochester 1991 — 1995
Economics, Business admistration
Apple October 2011 - September 2013
TriState Realty Group April 2011 - October 2011
NuChrome Corporation December 2006 - March 2011
MFS Investment Management 2000 - 2006
Skills
Consultative Selling, Account Management, Customer Relations, Mac OS X, Strategic Planning, Contract Negotiation, Mac, Customer Service, Sales Management, Business Analysis, B2B, New Business Development, Business Strategy, Computer Hardware, Problem Solving, Program Management, Small Business, Business Intelligence, Business Development, Selling, Cloud Computing, OS X, Salesforce.com, SaaS, Strategic Partnerships, Direct Sales
Education
Bunker Hill Community College 2013 — 2014
Computer Systems Networking and Telecommunications
University of Rochester 1991 — 1995
Economics, Business admistration
Robert Guarnieri's MFS Investment Management Experience March 1999 - Present
Job AVP Manager of Equity Investment Operations at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management March 1999 - Present
Education
University of Rochester 1994 — 1997
BC High 1990 — 1993
MFS Investment Management March 1999 - Present
Education
University of Rochester 1994 — 1997
BC High 1990 — 1993
Yasmin Motivala's MFS Investment Management Experience 2004 - 2012
Job AVP Compliance at State Street
Industry Financial Services
Experience
State Street December 2012 - Present
MFS Investment Management 2004 - 2012
Fidelity Investments 1998 - 2004
Skills
AML, Mutual Funds, Equities, Financial Services, Risk Management, Financial Risk, Series 7, KYC, Hedge Funds, Derivatives, FINRA
Education
University of New Hampshire
State Street December 2012 - Present
MFS Investment Management 2004 - 2012
Fidelity Investments 1998 - 2004
Skills
AML, Mutual Funds, Equities, Financial Services, Risk Management, Financial Risk, Series 7, KYC, Hedge Funds, Derivatives, FINRA
Education
University of New Hampshire
Cheryl Blackwood's MFS Investment Management Experience October 1996 - August 2008
Job Long Term Care Consultant at JHFN
Industry Insurance
Experience
JHFN June 2015 - Present
John Hancock Financial Services May 2011 - May 2015
MFS Investment Management October 1996 - August 2008
Skills
Business Analysis, Change Management, Risk Management, Project Management, SDLC, Process Improvement, Requirements Analysis, Employee Benefits, Strategic Planning, Management, Management Consulting, Health Insurance
Education
University of New Hampshire 1978 — 1982
Bachelor's Degree
JHFN June 2015 - Present
John Hancock Financial Services May 2011 - May 2015
MFS Investment Management October 1996 - August 2008
Skills
Business Analysis, Change Management, Risk Management, Project Management, SDLC, Process Improvement, Requirements Analysis, Employee Benefits, Strategic Planning, Management, Management Consulting, Health Insurance
Education
University of New Hampshire 1978 — 1982
Bachelor's Degree
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group