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
Ray Shipley Ray Shipley's MFS Investment Management Experience July 2010 - December 2010
Job Senior Solution Engineer at Salesforce
Industry Computer Software
Experience
Salesforce February 2015 - Present
Salesforce February 2013 - January 2015
SAP May 2011 - February 2013
MFS Investment Management July 2010 - December 2010
The Boston Consulting Group January 2010 - May 2010
Skills
CRM, SaaS, Customer Loyalty..., PaaS, Business Process..., SMB, Analytics, Sales Engineering, SAP, Loyalty Analytics, Salesforce.com, Professional Services, Solution Selling, Business Intelligence, Software Industry, Cloud Computing
Education
Bentley University
Bachelor of Science (B.Sc.), Management
IIT Institute of Design
Summer Design Camp
Salesforce February 2015 - Present
Salesforce February 2013 - January 2015
SAP May 2011 - February 2013
MFS Investment Management July 2010 - December 2010
The Boston Consulting Group January 2010 - May 2010
Skills
CRM, SaaS, Customer Loyalty..., PaaS, Business Process..., SMB, Analytics, Sales Engineering, SAP, Loyalty Analytics, Salesforce.com, Professional Services, Solution Selling, Business Intelligence, Software Industry, Cloud Computing
Education
Bentley University
Bachelor of Science (B.Sc.), Management
IIT Institute of Design
Summer Design Camp
Erik A. Antonetz's MFS Investment Management Experience January 2006 - July 2007
Job Business Analyst at Triple Point Technology
Industry Computer Software
Experience
Triple Point Technology December 2011 - Present
Noble Americas September 2010 - October 2011
International Power July 2007 - July 2010
MFS Investment Management January 2006 - July 2007
Wellington Management July 2002 - January 2006
Atlantic Trust 1998 - 2002
Skills
Project Management, SQL, Business Process, Business Intelligence, Management, Requirements Gathering, Leadership, SDLC
Education
Bentley College 1994 — 1998
B.S., Economics and Finance
Triple Point Technology December 2011 - Present
Noble Americas September 2010 - October 2011
International Power July 2007 - July 2010
MFS Investment Management January 2006 - July 2007
Wellington Management July 2002 - January 2006
Atlantic Trust 1998 - 2002
Skills
Project Management, SQL, Business Process, Business Intelligence, Management, Requirements Gathering, Leadership, SDLC
Education
Bentley College 1994 — 1998
B.S., Economics and Finance
Ali Nora Glaser Ali Nora Glaser's MFS Investment Management Experience 2009 - 2009
Job Global Marketing, Elizabeth Arden
Industry Marketing and Advertising
Experience
Elizabeth Arden September 2014 - Present
Superior Court of New Jersey August 2013 - August 2014
Jacobson & Falcon, L.L.P. January 2013 - August 2013
Nielsen January 2013 - April 2013
Sanders, Ortoli, Vaughn-Flam & Rosenstadt, L.L.P. May 2012 - December 2012
Volunteer Lawyers for the Arts January 2012 - April 2012
Thorn, Gershon, Tymann & Bonanni, L.L.P. June 2011 - August 2011
Stephanie's On Newbury 2010 - 2010
Papa Razzi Trattoria 2009 - 2010
MFS Investment Management 2009 - 2009
Skills
Legal Writing, Legal Research, Litigation, Trademarks, Copyright Law, Research, Westlaw, Lexis, Intellectual Property, Corporate Law, Commercial Litigation, Microsoft Office, Cyberlaw, Courts, Entertainment Law
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2010 — 2013
Doctor of Law (JD), Intellectual Property Law
Northeastern University 2006 — 2010
Bachelor of Science, magna cum laude, in Business Administration, Marketing & Management, 3.65
Fashion Institute of Technology
Corporate Finance for Managers - Master's class
Elizabeth Arden September 2014 - Present
Superior Court of New Jersey August 2013 - August 2014
Jacobson & Falcon, L.L.P. January 2013 - August 2013
Nielsen January 2013 - April 2013
Sanders, Ortoli, Vaughn-Flam & Rosenstadt, L.L.P. May 2012 - December 2012
Volunteer Lawyers for the Arts January 2012 - April 2012
Thorn, Gershon, Tymann & Bonanni, L.L.P. June 2011 - August 2011
Stephanie's On Newbury 2010 - 2010
Papa Razzi Trattoria 2009 - 2010
MFS Investment Management 2009 - 2009
Skills
Legal Writing, Legal Research, Litigation, Trademarks, Copyright Law, Research, Westlaw, Lexis, Intellectual Property, Corporate Law, Commercial Litigation, Microsoft Office, Cyberlaw, Courts, Entertainment Law
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2010 — 2013
Doctor of Law (JD), Intellectual Property Law
Northeastern University 2006 — 2010
Bachelor of Science, magna cum laude, in Business Administration, Marketing & Management, 3.65
Fashion Institute of Technology
Corporate Finance for Managers - Master's class
Shelley Langan's MFS Investment Management Experience August 2010 - Present
Job Financial Reporting Supervisor at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management August 2010 - Present
MFS Investment Management July 2008 - August 2010
MFS Investment Management October 2006 - July 2008
Fidelity Investments June 2006 - October 2006
Fidelity Investments June 2005 - June 2006
Fidelity Investments September 2003 - June 2005
Skills
Mutual Funds, Bloomberg, Alternative Investments, Fund Accounting, Fixed Income, Equities, Bloomberg Terminal, Investments, Securities, Derivatives, Financial Statement..., Fund Administration, Bonds, Asset Managment, Financial Reporting, Asset Management, Investment Management
Education
Bentley University 1998 — 2002
Bachelor's degree, Finance, General
MFS Investment Management August 2010 - Present
MFS Investment Management July 2008 - August 2010
MFS Investment Management October 2006 - July 2008
Fidelity Investments June 2006 - October 2006
Fidelity Investments June 2005 - June 2006
Fidelity Investments September 2003 - June 2005
Skills
Mutual Funds, Bloomberg, Alternative Investments, Fund Accounting, Fixed Income, Equities, Bloomberg Terminal, Investments, Securities, Derivatives, Financial Statement..., Fund Administration, Bonds, Asset Managment, Financial Reporting, Asset Management, Investment Management
Education
Bentley University 1998 — 2002
Bachelor's degree, Finance, General
Jeffrey Shek's MFS Investment Management Experience June 2008 - January 2009
Job Quantitative Analyst / Software Engineer
Industry Financial Services
Experience
YCharts September 2012 - Present
BNY ConvergEx December 2010 - May 2012
Eze Castle Software May 2010 - January 2011
MFS Investment Management June 2008 - January 2009
Center of Business Ethics September 2006 - June 2008
Asian University for Women June 2007 - December 2007
Skills
Trading Systems, Trading, C++, YCharts, Market Data, KDB, FIX, Hedge Funds, SQL, Derivatives, Financial Markets, Options, Data Analysis, Python, Quantative Analysis, Django, Software Engineering, C#, MySQL, Financial Modeling, Financial Analysis, Accounting
Education
Bentley University 2006 — 2010
BS, Economics, Finance, Information-Technology
North Quincy High 2002 — 2006
YCharts September 2012 - Present
BNY ConvergEx December 2010 - May 2012
Eze Castle Software May 2010 - January 2011
MFS Investment Management June 2008 - January 2009
Center of Business Ethics September 2006 - June 2008
Asian University for Women June 2007 - December 2007
Skills
Trading Systems, Trading, C++, YCharts, Market Data, KDB, FIX, Hedge Funds, SQL, Derivatives, Financial Markets, Options, Data Analysis, Python, Quantative Analysis, Django, Software Engineering, C#, MySQL, Financial Modeling, Financial Analysis, Accounting
Education
Bentley University 2006 — 2010
BS, Economics, Finance, Information-Technology
North Quincy High 2002 — 2006
Rosaly Quinones-Doyle's MFS Investment Management Experience 1989 - 1994
Job Financial Services Professional
Industry Financial Services
Experience
Jennison Associates July 2012 - Present
Evercore Asset Management February 2009 - November 2011
AG Asset Management May 2006 - January 2009
ForstmannLeff Associates July 2004 - April 2006
Schroder Investment Management September 1994 - June 2004
Massachusetts Financial Services September 1989 - September 1994
MFS Investment Management 1989 - 1994
Skills
Office Management, Microsoft Word, Microsoft Excel, Event Planning, PowerPoint, Sales, Process Scheduler, Recruiting, Data Entry, Human Resources, Microsoft PowerPoint, Travel Management, Executive Calendar..., Satuit: Client..., Concur: Travel and..., Customer Service, Outlook, Management, Microsoft Office
Education
Bay Path College 2012 — 2014
Associates, Business Administration and Management, General
Jennison Associates July 2012 - Present
Evercore Asset Management February 2009 - November 2011
AG Asset Management May 2006 - January 2009
ForstmannLeff Associates July 2004 - April 2006
Schroder Investment Management September 1994 - June 2004
Massachusetts Financial Services September 1989 - September 1994
MFS Investment Management 1989 - 1994
Skills
Office Management, Microsoft Word, Microsoft Excel, Event Planning, PowerPoint, Sales, Process Scheduler, Recruiting, Data Entry, Human Resources, Microsoft PowerPoint, Travel Management, Executive Calendar..., Satuit: Client..., Concur: Travel and..., Customer Service, Outlook, Management, Microsoft Office
Education
Bay Path College 2012 — 2014
Associates, Business Administration and Management, General
Adam Winkler, CSPO's MFS Investment Management Experience 2001 - 2007
Job Business Analyst / UX Manager
Industry Hospitality
Experience
TripCraft May 2013 - Present
STEM Garden Institute February 2013 - September 2013
RSA, the Security Division of EMC September 2008 - February 2013
Sun Life Financial 2007 - 2008
MFS Investment Management 2001 - 2007
Bx.com 1998 - 2001
Skills
User Experience, Usability Testing, User Research, User Experience Design, Data Visualization, Usability, Gamification, Contextual Inquiry, Information Architecture, Persona, Persona Creation, Wire Framing, Requirements Gathering, Agile Methodologies, Scrum, CSPO, Mobile Applications, Management, Product Management, Business Analysis, Requirements Analysis, Project Management, Strategy
Education
Boston College
BA, English
Bentley College 2003 — 2008
Certificate of Information Design, Information Design
TripCraft May 2013 - Present
STEM Garden Institute February 2013 - September 2013
RSA, the Security Division of EMC September 2008 - February 2013
Sun Life Financial 2007 - 2008
MFS Investment Management 2001 - 2007
Bx.com 1998 - 2001
Skills
User Experience, Usability Testing, User Research, User Experience Design, Data Visualization, Usability, Gamification, Contextual Inquiry, Information Architecture, Persona, Persona Creation, Wire Framing, Requirements Gathering, Agile Methodologies, Scrum, CSPO, Mobile Applications, Management, Product Management, Business Analysis, Requirements Analysis, Project Management, Strategy
Education
Boston College
BA, English
Bentley College 2003 — 2008
Certificate of Information Design, Information Design
Reid Prinzo's MFS Investment Management Experience 2015 - Present
Job Internal Sales Force Manager at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management 2015 - Present
MFS Investment Management May 2010 - December 2014
Transamerica Retirement Services August 2007 - May 2010
Skills
Mutual Funds, Series 63, Series 7, Investments, Series 6, Retirement, Sales, 401k, Retirement Planning, Asset Allocation
Education
Bentley University 2003 — 2007
Marketing
MFS Investment Management 2015 - Present
MFS Investment Management May 2010 - December 2014
Transamerica Retirement Services August 2007 - May 2010
Skills
Mutual Funds, Series 63, Series 7, Investments, Series 6, Retirement, Sales, 401k, Retirement Planning, Asset Allocation
Education
Bentley University 2003 — 2007
Marketing
John Chisholm, CFA John Chisholm, CFA's MFS Investment Management Experience 1998 - 2004
Job Global Equity Client Portfolio Manager
Industry Financial Services
Experience
Schroders May 2014 - Present
Hermes Fund Managers August 2009 - November 2013
Fortis Investments 2005 - August 2009
MFS Investment Management 1998 - 2004
JPMorgan Chase 1996 - 1998
The Boston Company 1993 - 1996
Skills
Asset Managment, Equities, Investments, Portfolio Management, Financial Services, Financial Advisory, Investment Management, Investment Strategies, Asset Allocation, Emerging Markets, Mutual Funds, Financial Markets, Fund Of Funds, Bloomberg, Wealth Management, Valuation, Asset Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2004 — 2005
MBA
Northeastern University 1993 — 1998
BSBA, Finance
Schroders May 2014 - Present
Hermes Fund Managers August 2009 - November 2013
Fortis Investments 2005 - August 2009
MFS Investment Management 1998 - 2004
JPMorgan Chase 1996 - 1998
The Boston Company 1993 - 1996
Skills
Asset Managment, Equities, Investments, Portfolio Management, Financial Services, Financial Advisory, Investment Management, Investment Strategies, Asset Allocation, Emerging Markets, Mutual Funds, Financial Markets, Fund Of Funds, Bloomberg, Wealth Management, Valuation, Asset Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2004 — 2005
MBA
Northeastern University 1993 — 1998
BSBA, Finance
Benjamin Grayson, CFA Benjamin Grayson, CFA's MFS Investment Management Experience January 2012 - June 2013
Job Investment Industry Professional, Series 7
Industry Investment Management
Experience
Guggenheim Partners January 2014 - Present
MFS Investment Management January 2012 - June 2013
MFS Investment Management September 2008 - December 2011
State Street September 2007 - September 2008
Skills
Asset Management, Emerging Markets, Bloomberg, Leadership, Financial Modeling, Equities, Fixed Income, Mutual Funds, Investments, Alternative Investments, Valuation
Education
University of California, San Diego 2005 — 2007
University of California, San Diego - School of International Relations and Pacific Studies (IR/PS), International Management
Boston College 2000 — 2004
B.A., History
Fudan University 2005 — 2005
Beijing Language and Culture University 2004 — 2004
Guggenheim Partners January 2014 - Present
MFS Investment Management January 2012 - June 2013
MFS Investment Management September 2008 - December 2011
State Street September 2007 - September 2008
Skills
Asset Management, Emerging Markets, Bloomberg, Leadership, Financial Modeling, Equities, Fixed Income, Mutual Funds, Investments, Alternative Investments, Valuation
Education
University of California, San Diego 2005 — 2007
University of California, San Diego - School of International Relations and Pacific Studies (IR/PS), International Management
Boston College 2000 — 2004
B.A., History
Fudan University 2005 — 2005
Beijing Language and Culture University 2004 — 2004
Tara Eschbach Tara Eschbach's MFS Investment Management Experience November 2007 - Present
Job Business Systems Architect at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management November 2007 - Present
Bank of America August 2006 - November 2007
MFS Investment Management January 2000 - July 2006
MetLife November 1994 - July 1999
Skills
Financial Services, Business Analysis, Investments, Requirements Gathering, Visio, Business Requirements, Alternative Investments, SDLC, Mutual Funds, Asset Management, Relationship Management, Analysis
Education
Bentley University 2014 — 2018
User Experience Certificate, User Experience
West Chester University of Pennsylvania 1989 — 1993
bsw, social work
MFS Investment Management November 2007 - Present
Bank of America August 2006 - November 2007
MFS Investment Management January 2000 - July 2006
MetLife November 1994 - July 1999
Skills
Financial Services, Business Analysis, Investments, Requirements Gathering, Visio, Business Requirements, Alternative Investments, SDLC, Mutual Funds, Asset Management, Relationship Management, Analysis
Education
Bentley University 2014 — 2018
User Experience Certificate, User Experience
West Chester University of Pennsylvania 1989 — 1993
bsw, social work
Enza Cody Enza Cody's MFS Investment Management Experience June 2002 - December 2002
Job Corporate Accounting
Industry Information Technology and Services
Experience
EMC July 2014 - Present
EMC August 2010 - June 2014
EMC May 2009 - August 2010
EMC June 2008 - May 2009
EMC July 2006 - June 2008
The Gillette Company January 2005 - June 2006
The Gillette Company June 2004 - January 2005
US DOT June 2003 - December 2003
MFS Investment Management June 2002 - December 2002
Skills
Essbase, Sarbanes-Oxley Act, Revenue Recognition, Financial Analysis, Financial Reporting, Forecasting, Hyperion Enterprise, General Ledger, SAP, Managerial Finance, Internal Controls, Access, Process Improvement, Accounting, Auditing, Financial Modeling, PeopleSoft, Mergers, Business Analysis, Oracle, Finance, Mergers, Strategic Financial..., US GAAP
Education
Bentley University 2009 — 2011
MBA, Finance/Management
Northeastern University 2001 — 2006
BSBA, Finance/Accounting
EMC July 2014 - Present
EMC August 2010 - June 2014
EMC May 2009 - August 2010
EMC June 2008 - May 2009
EMC July 2006 - June 2008
The Gillette Company January 2005 - June 2006
The Gillette Company June 2004 - January 2005
US DOT June 2003 - December 2003
MFS Investment Management June 2002 - December 2002
Skills
Essbase, Sarbanes-Oxley Act, Revenue Recognition, Financial Analysis, Financial Reporting, Forecasting, Hyperion Enterprise, General Ledger, SAP, Managerial Finance, Internal Controls, Access, Process Improvement, Accounting, Auditing, Financial Modeling, PeopleSoft, Mergers, Business Analysis, Oracle, Finance, Mergers, Strategic Financial..., US GAAP
Education
Bentley University 2009 — 2011
MBA, Finance/Management
Northeastern University 2001 — 2006
BSBA, Finance/Accounting
Linda Gibson's MFS Investment Management Experience September 1987 - September 1989
Job Head of Global Distribution and Executive Vice President at OMAM (Old Mutual Asset Management)
Industry Financial Services
Experience
OMAM (Old Mutual Asset Management) July 2012 - Present
Old Mutual Asset Management March 2008 - July 2012
Old Mutual Asset Management September 2010 - February 2011
Old Mutual US December 2001 - March 2008
UAM Investment Services, Inc. April 2001 - December 2001
Signature Financial Group, Inc. September 1991 - March 2001
MFS Investment Management September 1987 - September 1989
Skills
Mutual Funds, Alternative Investments, Investments, Financial Services, Equities, Asset Managment, Hedge Funds, Portfolio Management, Investment Strategies, Asset Allocation, Fixed Income, Securities, Investment Management, Capital Markets, Management, Due Diligence, Private Equity, Risk Management
Education
Boston University School of Law 1989 — 1992
JD
Bates College 1983 — 1987
BA, Mathematics
Harvard Business School
Graduate, Advanced Management Program
OMAM (Old Mutual Asset Management) July 2012 - Present
Old Mutual Asset Management March 2008 - July 2012
Old Mutual Asset Management September 2010 - February 2011
Old Mutual US December 2001 - March 2008
UAM Investment Services, Inc. April 2001 - December 2001
Signature Financial Group, Inc. September 1991 - March 2001
MFS Investment Management September 1987 - September 1989
Skills
Mutual Funds, Alternative Investments, Investments, Financial Services, Equities, Asset Managment, Hedge Funds, Portfolio Management, Investment Strategies, Asset Allocation, Fixed Income, Securities, Investment Management, Capital Markets, Management, Due Diligence, Private Equity, Risk Management
Education
Boston University School of Law 1989 — 1992
JD
Bates College 1983 — 1987
BA, Mathematics
Harvard Business School
Graduate, Advanced Management Program
Osmar Monteiro, MBA, PMP Osmar Monteiro, MBA, PMP's MFS Investment Management Experience April 2008 - February 2012
Job Manager, Advisory at Deloitte & Touche LLP
Industry Financial Services
Experience
Deloitte & Touche August 2015 - Present
Deloitte & Touche February 2012 - August 2015
MFS Investment Management April 2008 - February 2012
RR Donnelley 2006 - 2008
State Street Bank 2004 - 2006
MetLife Advisers 1999 - 2004
Towers Watson 1997 - 1998
The Monitor Company 1992 - 1995
Skills
Process Improvement, Management Consulting, Strategy, Project Management, Analysis, Business Analysis, Financial Services, Data Analysis, Business Process..., Risk Management, Mutual Funds, Financial Risk, Asset Management, Product Development, Staff Development, Securities, Requirements Analysis, SDLC, Business Strategy, IT Strategy, Requirements Gathering, PMP, Finance, Business Transformation, Investment Compliance, Internal Controls, Controls Testings, Dodd-Frank
Education
Northeastern University - Graduate School of Business Administration 2009 — 2011
MBA, Strategy & Innovation in High Tech Environments
Bentley University 1994 — 1998
BS, Business Management
Deloitte & Touche August 2015 - Present
Deloitte & Touche February 2012 - August 2015
MFS Investment Management April 2008 - February 2012
RR Donnelley 2006 - 2008
State Street Bank 2004 - 2006
MetLife Advisers 1999 - 2004
Towers Watson 1997 - 1998
The Monitor Company 1992 - 1995
Skills
Process Improvement, Management Consulting, Strategy, Project Management, Analysis, Business Analysis, Financial Services, Data Analysis, Business Process..., Risk Management, Mutual Funds, Financial Risk, Asset Management, Product Development, Staff Development, Securities, Requirements Analysis, SDLC, Business Strategy, IT Strategy, Requirements Gathering, PMP, Finance, Business Transformation, Investment Compliance, Internal Controls, Controls Testings, Dodd-Frank
Education
Northeastern University - Graduate School of Business Administration 2009 — 2011
MBA, Strategy & Innovation in High Tech Environments
Bentley University 1994 — 1998
BS, Business Management
Zach Knope, CFA's MFS Investment Management Experience May 2015 - Present
Job Investment Attribution Analyst
Industry Investment Management
Experience
MFS Investment Management May 2015 - Present
MFS Investment Management June 2012 - Present
MFS Investment Management July 2007 - May 2012
Skills
Bloomberg, Mutual Funds, Financial Modeling, Financial Analysis, Investments, Essbase, Financial Reporting, Microsoft Excel, Accounting, PeopleSoft, Confluence, Investment Performance, Corporate Finance
Education
Bentley University 2004 — 2007
B.S., Corporate Finance & Accounting
MFS Investment Management May 2015 - Present
MFS Investment Management June 2012 - Present
MFS Investment Management July 2007 - May 2012
Skills
Bloomberg, Mutual Funds, Financial Modeling, Financial Analysis, Investments, Essbase, Financial Reporting, Microsoft Excel, Accounting, PeopleSoft, Confluence, Investment Performance, Corporate Finance
Education
Bentley University 2004 — 2007
B.S., Corporate Finance & Accounting
Cristy James's MFS Investment Management Experience July 2008 - September 2009
Job Student at Bay State College
Industry Hospital & Health Care
Experience
cambridge health alliance 2012 - Present
Spaulding Rehabilitation Hospital March 2012 - April 2012
Cambridge Health Alliance January 2012 - February 2012
Sports & Physical Therapy Assosiates May 2011 - June 2011
MFS Investment Management July 2008 - September 2009
State Street December 2006 - July 2008
Skills
Physical Therapy, Rehabilitation, Orthopedic, Manual Therapy, Healthcare, Musculoskeletal, Hospitals
Education
Bay State College 2009 — 2012
Associate of Science (AS), Physical Therapist Assistant, GPA 3.68
UMass Lowell 2000 — 2004
Bachelor's degree, Finance, General
cambridge health alliance 2012 - Present
Spaulding Rehabilitation Hospital March 2012 - April 2012
Cambridge Health Alliance January 2012 - February 2012
Sports & Physical Therapy Assosiates May 2011 - June 2011
MFS Investment Management July 2008 - September 2009
State Street December 2006 - July 2008
Skills
Physical Therapy, Rehabilitation, Orthopedic, Manual Therapy, Healthcare, Musculoskeletal, Hospitals
Education
Bay State College 2009 — 2012
Associate of Science (AS), Physical Therapist Assistant, GPA 3.68
UMass Lowell 2000 — 2004
Bachelor's degree, Finance, General
Jennifer Gaffey's MFS Investment Management Experience May 2014 - August 2014
Job Cast Member: Walt Disney World
Industry Recreational Facilities and Services
Experience
Walt Disney World May 2015 - Present
Bentley CRAZE hip hop dance crew February 2014 - Present
MFS Investment Management May 2014 - August 2014
Alton Street Dance Studio September 2011 - May 2013
Saint Agnes Parish September 2009 - May 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Social Media, Public Speaking, English, Windows, Time Management, Toad, SharePoint Designer
Education
Bentley University 2013 — 2017
Arlington High School MA 2009 — 2013
Walt Disney World May 2015 - Present
Bentley CRAZE hip hop dance crew February 2014 - Present
MFS Investment Management May 2014 - August 2014
Alton Street Dance Studio September 2011 - May 2013
Saint Agnes Parish September 2009 - May 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Social Media, Public Speaking, English, Windows, Time Management, Toad, SharePoint Designer
Education
Bentley University 2013 — 2017
Arlington High School MA 2009 — 2013
Linda Woods, CPA Linda Woods, CPA's MFS Investment Management Experience January 2014 - April 2014
Job Lead Consultant at Collaborative Consulting
Industry Financial Services
Experience
Collaborative Consulting January 2013 - June 2015
MBTA May 2014 - April 2015
MFS Investment Management January 2014 - April 2014
State Street January 2013 - December 2013
State Street (formerly Investors Bank & Trust) April 2006 - July 2012
HedgeFlex, Inc. March 2005 - April 2006
Pacific Exchange January 2000 - January 2004
Romac International September 1998 - December 1999
Fidelity Investments February 1996 - September 1998
State Street Bank June 1992 - January 1996
Skills
Business Analysis, Business Process..., Fund Administration, SDLC, FIX, Mutual Funds, User Acceptance Testing, Analysis, SQL, Business Requirements, Software Documentation, Financial Services, Project Management, Quality Assurance, Process Improvement
Education
Bentley College 1984 — 1988
BS, Accounting
Bentley College 1984 — 1988
Associate of Science (A.S.), Management
Villanova University 2012 — 2012
Master Certificate in Business Analysis
Collaborative Consulting January 2013 - June 2015
MBTA May 2014 - April 2015
MFS Investment Management January 2014 - April 2014
State Street January 2013 - December 2013
State Street (formerly Investors Bank & Trust) April 2006 - July 2012
HedgeFlex, Inc. March 2005 - April 2006
Pacific Exchange January 2000 - January 2004
Romac International September 1998 - December 1999
Fidelity Investments February 1996 - September 1998
State Street Bank June 1992 - January 1996
Skills
Business Analysis, Business Process..., Fund Administration, SDLC, FIX, Mutual Funds, User Acceptance Testing, Analysis, SQL, Business Requirements, Software Documentation, Financial Services, Project Management, Quality Assurance, Process Improvement
Education
Bentley College 1984 — 1988
BS, Accounting
Bentley College 1984 — 1988
Associate of Science (A.S.), Management
Villanova University 2012 — 2012
Master Certificate in Business Analysis
Mark E. Bradley Mark E. Bradley's MFS Investment Management Experience 1997 - 2002
Job VP & Treasurer at Pioneer Investment Management
Industry Investment Management
Experience
Pioneer Investment Management May 2004 - Present
CDC IXIS Asset Management 2002 - 2003
MFS Investment Management 1997 - 2002
Putnam Investments 1994 - 1997
Ernst & Young 1985 - 1994
Skills
Asset Management, Valuation, Accounting, Tax, Mutual Funds, Due Diligence, Financial Reporting, SEC reporting, SOX, Audit, Fund Accounting, Pricing, Investment Management, SEC filings, Sarbanes-Oxley Act, Auditing, Closed-End Funds, Investments, Finance, Financial Services, Securities, Closed-end Funds, Risk Management
Education
Boston University School of Law 1987 — 1991
LLM, Tax Law
Suffolk University Law School 1982 — 1985
JD, Law
Bentley University 1978 — 1982
BS, Accountancy
Monadnock Regional High School (MRHS) 1972 — 1978
Diploma, College Prep
Pioneer Investment Management May 2004 - Present
CDC IXIS Asset Management 2002 - 2003
MFS Investment Management 1997 - 2002
Putnam Investments 1994 - 1997
Ernst & Young 1985 - 1994
Skills
Asset Management, Valuation, Accounting, Tax, Mutual Funds, Due Diligence, Financial Reporting, SEC reporting, SOX, Audit, Fund Accounting, Pricing, Investment Management, SEC filings, Sarbanes-Oxley Act, Auditing, Closed-End Funds, Investments, Finance, Financial Services, Securities, Closed-end Funds, Risk Management
Education
Boston University School of Law 1987 — 1991
LLM, Tax Law
Suffolk University Law School 1982 — 1985
JD, Law
Bentley University 1978 — 1982
BS, Accountancy
Monadnock Regional High School (MRHS) 1972 — 1978
Diploma, College Prep
Serena Ma, ND, MS, LAc Serena Ma, ND, MS, LAc's MFS Investment Management Experience 2000 - 2001
Job Naturopathic Doctor and Acupuncturist at Serenity Natural Health
Industry Alternative Medicine
Experience
Serenity Natural Health May 2007 - Present
Institute for Natural Medicine 2008 - 2012
MFS Investment Management 2000 - 2001
Brigham and Women's Hospital 1998 - 2000
Skills
Naturopathy, Herbal Medicine, Natural Health, Holistic Health, Acupuncture, Chinese Herbal Medicine, Herbal, Alternative Medicine, Detoxification, Functional Medicine, Nutrition, Herbs, Supplements, Fibromyalgia, Stress Management, Wellness, Clinical Nutrition, Women's Health, Insomnia, Prevention, Menopause, Chronic Illness, Homeopathy, Hormone Balancing, Traditional Chinese..., Fertility, Herbal Remedies, Chronic Pain, Infertility, Hormones, Arthritis, Digestive Disorders, Integrative, IBS, Migraine, Allergy, Pregnancy
Education
Bastyr University 2001 — 2006
ND, MSAOM, Naturopathic Medicine and Acupuncture & Oriental Medicine
Boston University 1994 — 1998
Bachelor's Degree, Human Physiology, Cum Laude
Serenity Natural Health May 2007 - Present
Institute for Natural Medicine 2008 - 2012
MFS Investment Management 2000 - 2001
Brigham and Women's Hospital 1998 - 2000
Skills
Naturopathy, Herbal Medicine, Natural Health, Holistic Health, Acupuncture, Chinese Herbal Medicine, Herbal, Alternative Medicine, Detoxification, Functional Medicine, Nutrition, Herbs, Supplements, Fibromyalgia, Stress Management, Wellness, Clinical Nutrition, Women's Health, Insomnia, Prevention, Menopause, Chronic Illness, Homeopathy, Hormone Balancing, Traditional Chinese..., Fertility, Herbal Remedies, Chronic Pain, Infertility, Hormones, Arthritis, Digestive Disorders, Integrative, IBS, Migraine, Allergy, Pregnancy
Education
Bastyr University 2001 — 2006
ND, MSAOM, Naturopathic Medicine and Acupuncture & Oriental Medicine
Boston University 1994 — 1998
Bachelor's Degree, Human Physiology, Cum Laude
Robert Gross Robert Gross's MFS Investment Management Experience 2015 - Present
Job Innovative Marketer using strategy, data, & technology to create relevant customer experiences.
Industry Marketing and Advertising
Experience
MFS Investment Management 2015 - Present
89 Degrees 2012 - 2014
Digitas 2009 - 2012
Digitas 2001 - 2009
Digitas 1997 - 2001
Appleseed's 1994 - 1997
Lillian Vernon 1990 - 1994
Skills
Database Marketing, Digital Strategy, Direct Marketing, Multi-channel Marketing, Direct Mail, Email Marketing, CRM, Loyalty Marketing, Loyalty Programs, Quality Assurance, Vendor Management, Vendor Relationships, Marketing Operations, Analytics, Business Process..., Process Management, Integrated Marketing, Marketing Strategy, Marketing, Account Management, Program Management, Lead Generation, Mobile Marketing, Strategic Partnerships, Leadership, Strategy, Digital Marketing, Management, Online Advertising, Interactive Marketing, Web Analytics, Segmentation, Relationship Marketing, Customer Acquisition, Online Marketing, E-commerce
Education
Baylor University 1987 — 1989
Master of Business Administration (M.B.A.), Marketing
The University of Connecticut 1982 — 1986
Bachelor of Science (B.S.), Biology, General
MFS Investment Management 2015 - Present
89 Degrees 2012 - 2014
Digitas 2009 - 2012
Digitas 2001 - 2009
Digitas 1997 - 2001
Appleseed's 1994 - 1997
Lillian Vernon 1990 - 1994
Skills
Database Marketing, Digital Strategy, Direct Marketing, Multi-channel Marketing, Direct Mail, Email Marketing, CRM, Loyalty Marketing, Loyalty Programs, Quality Assurance, Vendor Management, Vendor Relationships, Marketing Operations, Analytics, Business Process..., Process Management, Integrated Marketing, Marketing Strategy, Marketing, Account Management, Program Management, Lead Generation, Mobile Marketing, Strategic Partnerships, Leadership, Strategy, Digital Marketing, Management, Online Advertising, Interactive Marketing, Web Analytics, Segmentation, Relationship Marketing, Customer Acquisition, Online Marketing, E-commerce
Education
Baylor University 1987 — 1989
Master of Business Administration (M.B.A.), Marketing
The University of Connecticut 1982 — 1986
Bachelor of Science (B.S.), Biology, General
Christine Ferguson Christine Ferguson's MFS Investment Management Experience May 2013 - May 2015
Job Group Manager, Digital Properties (Business Analysis & User Experience) at MFS Investment Management
Industry Marketing and Advertising
Experience
MFS Investment Management May 2013 - May 2015
Digitas June 2011 - May 2013
TRO JungBrannen September 2008 - August 2009
Allianz Global Investors April 2005 - May 2006
Allianz Global Investors November 2000 - April 2005
Microcast, Inc. November 1999 - November 2000
Skills
User Experience, InDesign, Adobe Creative Suite, Illustrator, Agile Methodologies, Strategy, Photoshop, Requirements Analysis, Technical Project..., Team Management, Design Research, Web Design, Responsive web design, Resource Management, Rendering, SketchUp, Design Thinking, Piranesi, Digital Marketing, Leadership, Integrated Marketing, Information Architecture, Interior Design
Education
Yale University 1994 — 1998
B.A., Renaissance Studies
Bentley University 2012 — 2014
User Experience Certificate, User Experience
Suffolk University 2006 — 2010
MAID, Interior Design
Quinnipiac University 1998 — 1999
M.S., Journalism
MFS Investment Management May 2013 - May 2015
Digitas June 2011 - May 2013
TRO JungBrannen September 2008 - August 2009
Allianz Global Investors April 2005 - May 2006
Allianz Global Investors November 2000 - April 2005
Microcast, Inc. November 1999 - November 2000
Skills
User Experience, InDesign, Adobe Creative Suite, Illustrator, Agile Methodologies, Strategy, Photoshop, Requirements Analysis, Technical Project..., Team Management, Design Research, Web Design, Responsive web design, Resource Management, Rendering, SketchUp, Design Thinking, Piranesi, Digital Marketing, Leadership, Integrated Marketing, Information Architecture, Interior Design
Education
Yale University 1994 — 1998
B.A., Renaissance Studies
Bentley University 2012 — 2014
User Experience Certificate, User Experience
Suffolk University 2006 — 2010
MAID, Interior Design
Quinnipiac University 1998 — 1999
M.S., Journalism
Jim Cronin, CIMA's MFS Investment Management Experience 2000 - 2006
Job Head of USIS Financial Advisors Broker/Dealer at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price November 2014 - Present
TS Capital, LLC May 2014 - November 2014
Sentinel Financial Services Company November 2006 - December 2013
MFS Investment Management 2000 - 2006
AllianceBernstein 1996 - 2000
Invesco US 1994 - 1996
LPL 1990 - 1992
American Finance Group 1985 - 1990
Education
Bentley University
Bachelor of Science (BS), Economics
T. Rowe Price November 2014 - Present
TS Capital, LLC May 2014 - November 2014
Sentinel Financial Services Company November 2006 - December 2013
MFS Investment Management 2000 - 2006
AllianceBernstein 1996 - 2000
Invesco US 1994 - 1996
LPL 1990 - 1992
American Finance Group 1985 - 1990
Education
Bentley University
Bachelor of Science (BS), Economics
Frank Cimini's MFS Investment Management Experience May 2009 - Present
Job Sr. Market Data Analyst at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management May 2009 - Present
Harvard Management Company September 2006 - March 2009
Wellington Management Company November 2003 - September 2006
Ajilon Consulting 2002 - 2003
Genuity 1999 - 2001
Bolt Beranek & Newman 1987 - 2001
Genuity (formerly GTE Internetworking and BBN) 1987 - 2001
Genuity/BBN 1987 - 2001
ADP 1969 - 1982
Skills
Bloomberg, Fixed Income, Equities, Asset Managment, Trading, Active Directory, Disaster Recovery, Portfolio Management, Trading Systems, Market Data, Hardware, Hedge Funds, System Administration, Technical Support, SDLC, Equity Trading, Vendor Management, Microsoft Exchange, Troubleshooting, Electronic Trading, Firewalls, Financial Services, Risk Management, Business Analysis, Derivatives, Financial Markets, Securities, Reference Data, Middle Office, Corporate Actions, Mutual Funds, Back Office, Asset Management
Education
Bentley University
bs
MFS Investment Management May 2009 - Present
Harvard Management Company September 2006 - March 2009
Wellington Management Company November 2003 - September 2006
Ajilon Consulting 2002 - 2003
Genuity 1999 - 2001
Bolt Beranek & Newman 1987 - 2001
Genuity (formerly GTE Internetworking and BBN) 1987 - 2001
Genuity/BBN 1987 - 2001
ADP 1969 - 1982
Skills
Bloomberg, Fixed Income, Equities, Asset Managment, Trading, Active Directory, Disaster Recovery, Portfolio Management, Trading Systems, Market Data, Hardware, Hedge Funds, System Administration, Technical Support, SDLC, Equity Trading, Vendor Management, Microsoft Exchange, Troubleshooting, Electronic Trading, Firewalls, Financial Services, Risk Management, Business Analysis, Derivatives, Financial Markets, Securities, Reference Data, Middle Office, Corporate Actions, Mutual Funds, Back Office, Asset Management
Education
Bentley University
bs
Bryan Croad Bryan Croad's MFS Investment Management Experience January 2000 - March 2005
Job Musician Guitarist
Industry Music
Experience
BryanCroad.com January 1988 - Present
Antonelli Music Center 2009 - 2010
Music & Arts 2009 - 2010
Robie Window Systems, Inc. October 2007 - November 2008
Figurido Construction, R3 Construction, O'Neil Construction, Timothy J. Braier Landscaping April 2005 - October 2007
MFS Investment Management January 2000 - March 2005
Quinlan Publishing Group May 1997 - March 1999
Eaton Vance Managed Investments June 1987 - July 1994
Skills
Bass, Guitar, Music, Music Theory, Music Production, Recording, Composition, Studio Recording, Band, Audio Engineering, Guitarist, Music Industry, Music Education, Piano, Singing
Education
Xintra Institute of Technology 2001 — 2001
Certification, Oracle DBA
Berklee College of Music
Bunker Hill Community College
Computer Science
BryanCroad.com January 1988 - Present
Antonelli Music Center 2009 - 2010
Music & Arts 2009 - 2010
Robie Window Systems, Inc. October 2007 - November 2008
Figurido Construction, R3 Construction, O'Neil Construction, Timothy J. Braier Landscaping April 2005 - October 2007
MFS Investment Management January 2000 - March 2005
Quinlan Publishing Group May 1997 - March 1999
Eaton Vance Managed Investments June 1987 - July 1994
Skills
Bass, Guitar, Music, Music Theory, Music Production, Recording, Composition, Studio Recording, Band, Audio Engineering, Guitarist, Music Industry, Music Education, Piano, Singing
Education
Xintra Institute of Technology 2001 — 2001
Certification, Oracle DBA
Berklee College of Music
Bunker Hill Community College
Computer Science
Yuqing (Shirley) Xiao's MFS Investment Management Experience June 2014 - December 2014
Job Candidate for Master of Science degree in Marketing Analytics
Industry Marketing and Advertising
Experience
MFS Investment Management June 2014 - December 2014
NECINA August 2013 - January 2014
EF Educational Tours July 2013 - December 2013
Meetyou.so September 2012 - December 2013
Northeastern University Cultural and Language Learning Society September 2012 - December 2012
Zarrly Corporation January 2012 - April 2012
Guangzhou Qingyi Technology Corporation July 2011 - August 2011
Skills
Social Media, Public Speaking, Customer Service, Microsoft Excel, Access, Social Networking, Analysis, Exposure to HTML, MS Excel, MS PowerPoint, MS Access, Account Reconciliation, SPSS, SOX Compliancy, SSAE 16, Marketing, Outlook, PowerPoint, Data Analysis, Teamwork, MS Outlook, MS Visio, Market Research, Social Media Marketing
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2015 — 2016
Master's degree, Marketing Analytics
Northeastern University 2011 — 2015
Bachelor of Science Degree in Business Administrative, Business Administration, Marketing & Accounting, 3.5
MFS Investment Management June 2014 - December 2014
NECINA August 2013 - January 2014
EF Educational Tours July 2013 - December 2013
Meetyou.so September 2012 - December 2013
Northeastern University Cultural and Language Learning Society September 2012 - December 2012
Zarrly Corporation January 2012 - April 2012
Guangzhou Qingyi Technology Corporation July 2011 - August 2011
Skills
Social Media, Public Speaking, Customer Service, Microsoft Excel, Access, Social Networking, Analysis, Exposure to HTML, MS Excel, MS PowerPoint, MS Access, Account Reconciliation, SPSS, SOX Compliancy, SSAE 16, Marketing, Outlook, PowerPoint, Data Analysis, Teamwork, MS Outlook, MS Visio, Market Research, Social Media Marketing
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2015 — 2016
Master's degree, Marketing Analytics
Northeastern University 2011 — 2015
Bachelor of Science Degree in Business Administrative, Business Administration, Marketing & Accounting, 3.5
Richard Hogan Richard Hogan's MFS Investment Management Experience 2000 - 2006
Job Consultant at Independant Consultant
Industry Information Technology and Services
Experience
Par 4 Technology Group June 2015 - Present
Northland Insurance Agency January 2014 - June 2015
Jw Construction INC March 2014 - January 2015
Liberty Mutual Insurance February 2007 - February 2014
InfraGuard Boston 2011 - 2014
MFS Investment Management 2000 - 2006
Kronos 1994 - 2000
Skills
Management, IT Infrastructure..., Disaster Recovery, Military Experience, Security, Leadership, Technical Support, Unix, Servers, Enterprise Software, Telecommunications, Integration, Business Continuity, Hardware, Storage, Infrastructure, Information Technology, SaaS, Data Center
Education
Disney Institute 2010 — 2012
Leadership
Bentley University
Community College of the Air Force
Northeastern University
Sylvania Technical Institute
Par 4 Technology Group June 2015 - Present
Northland Insurance Agency January 2014 - June 2015
Jw Construction INC March 2014 - January 2015
Liberty Mutual Insurance February 2007 - February 2014
InfraGuard Boston 2011 - 2014
MFS Investment Management 2000 - 2006
Kronos 1994 - 2000
Skills
Management, IT Infrastructure..., Disaster Recovery, Military Experience, Security, Leadership, Technical Support, Unix, Servers, Enterprise Software, Telecommunications, Integration, Business Continuity, Hardware, Storage, Infrastructure, Information Technology, SaaS, Data Center
Education
Disney Institute 2010 — 2012
Leadership
Bentley University
Community College of the Air Force
Northeastern University
Sylvania Technical Institute
Jonathan Bazarian's MFS Investment Management Experience May 2006 - August 2006
Job Principal Financial Analyst at Raytheon
Industry Defense & Space
Experience
Raytheon February 2014 - Present
Keurig, Inc. November 2011 - January 2014
Raytheon September 2008 - November 2011
Bentley College September 2004 - May 2008
Brown Brothers Harriman May 2007 - August 2007
MFS Investment Management May 2006 - August 2006
Skills
Budgeting, Variance Analysis, Microsoft Office 2007, Financial Reporting, Project Coordination, Budgets, Financial Modeling, Operative Dashboard, Freight, Inventory Analysis, Forecasting, Analysis, Account Reconciliation, Corporate Finance, Leadership, Finance, Financial Analysis
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2008
Master of Science, Finance
Bentley College 2003 — 2007
Bachelor of Science, Finance
Raytheon February 2014 - Present
Keurig, Inc. November 2011 - January 2014
Raytheon September 2008 - November 2011
Bentley College September 2004 - May 2008
Brown Brothers Harriman May 2007 - August 2007
MFS Investment Management May 2006 - August 2006
Skills
Budgeting, Variance Analysis, Microsoft Office 2007, Financial Reporting, Project Coordination, Budgets, Financial Modeling, Operative Dashboard, Freight, Inventory Analysis, Forecasting, Analysis, Account Reconciliation, Corporate Finance, Leadership, Finance, Financial Analysis
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2008
Master of Science, Finance
Bentley College 2003 — 2007
Bachelor of Science, Finance
Mike Tropeano, CFA's MFS Investment Management Experience 1996 - 1998
Job Vice President at State Street Corporation
Industry Financial Services
Experience
State Street Corporation April 2001 - Present
Standish, Ayer & Wood October 1998 - April 2001
MFS Investment 1996 - 1998
MFS Investment Management 1996 - 1998
Skills
Fixed Income, Investments, Strategy, Portfolio Management, Securities, Process Improvement, Financial Services, Fund Accounting, Derivatives, Wealth Management..., Performance Measurement, Leadership, Alternative Investments, Bloomberg, Equities, Hedge Funds, Investment Management, Corporate Actions, Asset Allocation, Mutual Funds, Asset Management, Middle Office, Global Custody, Bonds, Fund Administration
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1989 — 1991
MBA, Finance
Boston University Questrom School of Business 1984 — 1988
BSBA, Accounting
State Street Corporation April 2001 - Present
Standish, Ayer & Wood October 1998 - April 2001
MFS Investment 1996 - 1998
MFS Investment Management 1996 - 1998
Skills
Fixed Income, Investments, Strategy, Portfolio Management, Securities, Process Improvement, Financial Services, Fund Accounting, Derivatives, Wealth Management..., Performance Measurement, Leadership, Alternative Investments, Bloomberg, Equities, Hedge Funds, Investment Management, Corporate Actions, Asset Allocation, Mutual Funds, Asset Management, Middle Office, Global Custody, Bonds, Fund Administration
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1989 — 1991
MBA, Finance
Boston University Questrom School of Business 1984 — 1988
BSBA, Accounting
Gordon Breidenbach's MFS Investment Management Experience 2006 - 2006
Job Vice President Portfolio Solutions Group | BlockCross ATS at State Street
Industry Financial Services
Experience
State Street November 2011 - Present
Pulse Trading June 2010 - November 2011
Putnam Investments April 2008 - December 2009
State Street October 2007 - April 2008
MFS Investment Management 2006 - 2006
Skills
Equities, Trading, Bloomberg, Trading Systems, Investments, Hedge Funds, Golf, Mutual Funds, Capital Markets, Electronic Trading, Securities, Asset Management, Asset Managment, SQL
Education
Bentley University 2003 — 2007
B.S., Economics and Finance
St. John's Prep High School 1999 — 2003
State Street November 2011 - Present
Pulse Trading June 2010 - November 2011
Putnam Investments April 2008 - December 2009
State Street October 2007 - April 2008
MFS Investment Management 2006 - 2006
Skills
Equities, Trading, Bloomberg, Trading Systems, Investments, Hedge Funds, Golf, Mutual Funds, Capital Markets, Electronic Trading, Securities, Asset Management, Asset Managment, SQL
Education
Bentley University 2003 — 2007
B.S., Economics and Finance
St. John's Prep High School 1999 — 2003
Steven Savard's MFS Investment Management Experience March 2014 - Present
Job Senior IT Risk Analyst at MFS Investment Management
Industry Banking
Experience
MFS Investment Management March 2014 - Present
New England Institute of Technology July 2013 - Present
RBS Citizens Group October 2012 - March 2014
Royal Bank of Scotland Group August 2009 - September 2012
Skills
CISA, IT Audit, Information Security..., CISSP, COBIT, Internal Audit, PCI DSS, Disaster Recovery, ISO 27001, Security, CISM, Risk Management, SDLC, Business Continuity, Information Security, Information Technology, Governance
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2009 — 2012
MSIT, Information Technology
Bentley University 2007 — 2009
B.S., Information Systems Audit & Control
MFS Investment Management March 2014 - Present
New England Institute of Technology July 2013 - Present
RBS Citizens Group October 2012 - March 2014
Royal Bank of Scotland Group August 2009 - September 2012
Skills
CISA, IT Audit, Information Security..., CISSP, COBIT, Internal Audit, PCI DSS, Disaster Recovery, ISO 27001, Security, CISM, Risk Management, SDLC, Business Continuity, Information Security, Information Technology, Governance
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2009 — 2012
MSIT, Information Technology
Bentley University 2007 — 2009
B.S., Information Systems Audit & Control
Jeff Cooney's MFS Investment Management Experience March 2014 - Present
Job Assistant Manager Operational Risk at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management March 2014 - Present
MFS Investment Management October 2012 - March 2014
Deloitte August 2011 - October 2012
Deloitte September 2008 - July 2011
Deloitte July 2006 - August 2008
Skills
Financial Services, Enterprise Risk..., Financial Modeling, Risk Management, Management Consulting, Internal Controls, Financial Analysis, Sarbanes-Oxley Act, Due Diligence, Business Process..., Internal Audit, Asset Management, Financial Reporting, IT Audit, Auditing, Business Analysis, Private Equity, Capital Markets, Accounting, Hedge Funds
Education
Bentley University 2002 — 2006
Corporate Finance & Accounting
MFS Investment Management March 2014 - Present
MFS Investment Management October 2012 - March 2014
Deloitte August 2011 - October 2012
Deloitte September 2008 - July 2011
Deloitte July 2006 - August 2008
Skills
Financial Services, Enterprise Risk..., Financial Modeling, Risk Management, Management Consulting, Internal Controls, Financial Analysis, Sarbanes-Oxley Act, Due Diligence, Business Process..., Internal Audit, Asset Management, Financial Reporting, IT Audit, Auditing, Business Analysis, Private Equity, Capital Markets, Accounting, Hedge Funds
Education
Bentley University 2002 — 2006
Corporate Finance & Accounting
Abigail Phillips's MFS Investment Management Experience June 1999 - July 2000
Job Manager | Enterprise Risk Management at Duquesne Light Company
Industry Utilities
Experience
Duquesne Light Company September 2013 - Present
FirstEnergy January 2013 - August 2013
FirstEnergy Solutions June 2011 - January 2013
FirstEnergy Solutions May 2010 - June 2011
Southern California Edison 2008 - June 2010
Women's Center India December 2006 - August 2008
Developers Diversified May 2005 - August 2005
Rock and Roll Hall of Fame and Museum December 2004 - March 2005
Morgan Stanley 2001 - 2003
MFS Investment Management June 1999 - July 2000
Skills
Management, Financial Analysis, Strategy, Strategic Planning, Risk Management, Analysis, Strategic Partnerships, Software Documentation, Data Analysis, Financial Modeling, Business Strategy, Finance, Program Management, Energy, Market Research, Project Management, Process Improvement
Education
Case Western Reserve University School of Law 2004 — 2008
JD, Business Law, Intellectual Property
Weatherhead School of Management at Case Western Reserve University 2004 — 2008
MBA, Management Design
Bates College 1995 — 1999
BA, Political Science/Economics
University of Melbourne 1998 — 1998
JSA, European Politics
Glens Falls High School
Duquesne Light Company September 2013 - Present
FirstEnergy January 2013 - August 2013
FirstEnergy Solutions June 2011 - January 2013
FirstEnergy Solutions May 2010 - June 2011
Southern California Edison 2008 - June 2010
Women's Center India December 2006 - August 2008
Developers Diversified May 2005 - August 2005
Rock and Roll Hall of Fame and Museum December 2004 - March 2005
Morgan Stanley 2001 - 2003
MFS Investment Management June 1999 - July 2000
Skills
Management, Financial Analysis, Strategy, Strategic Planning, Risk Management, Analysis, Strategic Partnerships, Software Documentation, Data Analysis, Financial Modeling, Business Strategy, Finance, Program Management, Energy, Market Research, Project Management, Process Improvement
Education
Case Western Reserve University School of Law 2004 — 2008
JD, Business Law, Intellectual Property
Weatherhead School of Management at Case Western Reserve University 2004 — 2008
MBA, Management Design
Bates College 1995 — 1999
BA, Political Science/Economics
University of Melbourne 1998 — 1998
JSA, European Politics
Glens Falls High School
Frances Fuentes-Noriega Frances Fuentes-Noriega's MFS Investment Management Experience June 2009 - December 2012
Job Investments Marketing & Service Specialist at Universal Insurance Group
Industry Financial Services
Experience
Universal Insurance Group January 2013 - Present
MFS Investment Management June 2009 - December 2012
Sun Life Financial June 2006 - June 2009
Skills
Fluent English, Spanish, Mutual Funds, Series 7, Investments, Series 63, Series 6, English, FINRA, Finance, Financial Services, Insurance, Marketing, Life Insurance, Relationship Management, Retirement, Sales, Sales Operations, Wealth Management
Education
University of Miami - School of Business 2013 — 2015
Master of Business Administration (MBA)
Bentley University 2001 — 2005
BS, Finance
Cupeyville School 1987 — 2001
high school
Universal Insurance Group January 2013 - Present
MFS Investment Management June 2009 - December 2012
Sun Life Financial June 2006 - June 2009
Skills
Fluent English, Spanish, Mutual Funds, Series 7, Investments, Series 63, Series 6, English, FINRA, Finance, Financial Services, Insurance, Marketing, Life Insurance, Relationship Management, Retirement, Sales, Sales Operations, Wealth Management
Education
University of Miami - School of Business 2013 — 2015
Master of Business Administration (MBA)
Bentley University 2001 — 2005
BS, Finance
Cupeyville School 1987 — 2001
high school
Jason Ruimerman's MFS Investment Management Experience January 1996 - October 2000
Job Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management April 2013 - Present
Lord Abbett & Co, LLC January 2011 - April 2013
CFP Board November 2010 - December 2010
Van Kampen Investments October 2000 - June 2010
MFS Investment Management January 1996 - October 2000
Skills
Help employees navigate..., CRM, Finance, Financial Advisory, Public Speaking, Series 63, Series 7, Financial Services, Mutual Funds, Insurance, Retirement, Investments, Retirement Planning
Education
Bentley University 1990 — 1994
BS, Business Communication
RBC Wealth Management April 2013 - Present
Lord Abbett & Co, LLC January 2011 - April 2013
CFP Board November 2010 - December 2010
Van Kampen Investments October 2000 - June 2010
MFS Investment Management January 1996 - October 2000
Skills
Help employees navigate..., CRM, Finance, Financial Advisory, Public Speaking, Series 63, Series 7, Financial Services, Mutual Funds, Insurance, Retirement, Investments, Retirement Planning
Education
Bentley University 1990 — 1994
BS, Business Communication
Steven Simchock Steven Simchock's MFS Investment Management Experience 2002 - 2006
Job Business Analyst at Stryker Biotech
Industry Information Technology and Services
Experience
Stryker Biotech June 2007 - Present
international power 2006 - 2008
MFS 2002 - 2006
MFS Investment Management 2002 - 2006
Aspen Technology June 1998 - July 2002
Education
Bentley University 1997 — 2000
MBA/MIS
Colby College 1989 — 1993
BA
Stryker Biotech June 2007 - Present
international power 2006 - 2008
MFS 2002 - 2006
MFS Investment Management 2002 - 2006
Aspen Technology June 1998 - July 2002
Education
Bentley University 1997 — 2000
MBA/MIS
Colby College 1989 — 1993
BA
Thomas Williamson's MFS Investment Management Experience July 2014 - Present
Job Institutional Client Service Manager at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management July 2014 - Present
MFS Investment Management June 2012 - July 2014
MFS Investment Management June 2008 - June 2012
PerkinElmer 2006 - 2007
Skills
Financial Analysis, Investments, Asset Allocation, Financial Reporting, Data Analysis, Business Analysis, Asset Management, Process Improvement, PowerPoint, Financial Services, Finance, Essbase, Outlook, Account Reconciliation, Microsoft Office, Microsoft Word, Series 7, Series 63
Education
Boston College - Wallace E. Carroll Graduate School of Management 2011 — 2013
Master of Business Administration (MBA)
Bentley University 2004 — 2008
Bachelor's, Finance
MFS Investment Management July 2014 - Present
MFS Investment Management June 2012 - July 2014
MFS Investment Management June 2008 - June 2012
PerkinElmer 2006 - 2007
Skills
Financial Analysis, Investments, Asset Allocation, Financial Reporting, Data Analysis, Business Analysis, Asset Management, Process Improvement, PowerPoint, Financial Services, Finance, Essbase, Outlook, Account Reconciliation, Microsoft Office, Microsoft Word, Series 7, Series 63
Education
Boston College - Wallace E. Carroll Graduate School of Management 2011 — 2013
Master of Business Administration (MBA)
Bentley University 2004 — 2008
Bachelor's, Finance
Michael Mulkern Michael Mulkern's MFS Investment Management Experience February 2000 - March 2003
Job Director, Marketing Value Add Programs at Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Management June 2010 - Present
Sun Life Financial Distributors March 2007 - January 2009
Sun Life Financial Distributors April 2003 - March 2007
MFS Investment Management February 2000 - March 2003
Keyport Life Insurance Company September 1990 - February 2000
Skills
Thought Leadership, Retirement Planning
Education
Babson College - Franklin W. Olin Graduate School of Business 1984 — 1986
MBA
University of Pennsylvania 1978 — 1981
BA, Liberal Arts
Columbia Management June 2010 - Present
Sun Life Financial Distributors March 2007 - January 2009
Sun Life Financial Distributors April 2003 - March 2007
MFS Investment Management February 2000 - March 2003
Keyport Life Insurance Company September 1990 - February 2000
Skills
Thought Leadership, Retirement Planning
Education
Babson College - Franklin W. Olin Graduate School of Business 1984 — 1986
MBA
University of Pennsylvania 1978 — 1981
BA, Liberal Arts
Bryan George's MFS Investment Management Experience January 2005 - December 2005
Job Salesforce Consultant at GearsCRM
Industry Information Technology and Services
Experience
GearsCRM December 2013 - Present
High Street Partners July 2010 - November 2013
State Street September 2007 - April 2010
State Street January 2006 - September 2007
MFS Investment Management January 2005 - December 2005
Skills
Salesforce.com, Process Improvement, Sales Operations, Price Setting, Cost Analysis, International Business, BigMachines, Database Design, Database Administration, Business Analysis, CRM, Management, Cost Benefit, Leadership, Competitive Analysis, SaaS, Financial Services, Forecasting, Business Development, Analytics, Business Process..., Start-ups, Sales, Investments, Strategy, Enterprise Software, Product Management, Financial Analysis
Education
Bentley University 1999 — 2003
Bachelor of Science (BS)
Saint Johns High School
GearsCRM December 2013 - Present
High Street Partners July 2010 - November 2013
State Street September 2007 - April 2010
State Street January 2006 - September 2007
MFS Investment Management January 2005 - December 2005
Skills
Salesforce.com, Process Improvement, Sales Operations, Price Setting, Cost Analysis, International Business, BigMachines, Database Design, Database Administration, Business Analysis, CRM, Management, Cost Benefit, Leadership, Competitive Analysis, SaaS, Financial Services, Forecasting, Business Development, Analytics, Business Process..., Start-ups, Sales, Investments, Strategy, Enterprise Software, Product Management, Financial Analysis
Education
Bentley University 1999 — 2003
Bachelor of Science (BS)
Saint Johns High School
Michael Pezzote's MFS Investment Management Experience August 1999 - January 2000
Job Senior Recruiter Verizon Cloud
Industry Human Resources
Experience
Verizon August 2011 - Present
TracFone Wireless February 2011 - May 2011
American Express December 2009 - December 2010
Citrix Systems April 2006 - September 2008
Spherion (RPO) November 2002 - September 2008
Merrill Lynch February 2000 - June 2001
MFS Investment Management August 1999 - January 2000
Independent Technical Recruiter January 1999 - August 1999
Compaq August 1995 - October 1998
Raytheon December 1983 - August 1995
Skills
Web Development, Corporate Development, Technical Recruiting, Internet Recruiting, Full-cycle Recruiting, Human Resources, Information Technology, SDLC, Recruiting, Sourcing, Talent Management, Screening, Interviews, CRM, Temporary Placement, Cloud Computing, Networking, Virtualization, Enterprise Software, Vendor Management, Talent Acquisition, SaaS, Staffing Services, Applicant Tracking..., Benefits Negotiation, Start-ups, Software Development, Sales, Management, Integration, Program Management, College Recruiting, Hiring, Personnel Management, Contract Recruitment, Executive Search, Screening Resumes, Staff Augmentation, Onboarding, HRIS, Consulting, Cross-functional Team..., Professional Services, Permanent Placement, IT Recruitment, Employer Branding, Resource Management, HR Consulting, PeopleSoft, Employee Relations
Education
Bentley University 1998 — 1999
Certificate, Certificate Program Human Resource Management
Wentworth Institute of Technology 1978 — 1982
BS, Engineering Management
Verizon August 2011 - Present
TracFone Wireless February 2011 - May 2011
American Express December 2009 - December 2010
Citrix Systems April 2006 - September 2008
Spherion (RPO) November 2002 - September 2008
Merrill Lynch February 2000 - June 2001
MFS Investment Management August 1999 - January 2000
Independent Technical Recruiter January 1999 - August 1999
Compaq August 1995 - October 1998
Raytheon December 1983 - August 1995
Skills
Web Development, Corporate Development, Technical Recruiting, Internet Recruiting, Full-cycle Recruiting, Human Resources, Information Technology, SDLC, Recruiting, Sourcing, Talent Management, Screening, Interviews, CRM, Temporary Placement, Cloud Computing, Networking, Virtualization, Enterprise Software, Vendor Management, Talent Acquisition, SaaS, Staffing Services, Applicant Tracking..., Benefits Negotiation, Start-ups, Software Development, Sales, Management, Integration, Program Management, College Recruiting, Hiring, Personnel Management, Contract Recruitment, Executive Search, Screening Resumes, Staff Augmentation, Onboarding, HRIS, Consulting, Cross-functional Team..., Professional Services, Permanent Placement, IT Recruitment, Employer Branding, Resource Management, HR Consulting, PeopleSoft, Employee Relations
Education
Bentley University 1998 — 1999
Certificate, Certificate Program Human Resource Management
Wentworth Institute of Technology 1978 — 1982
BS, Engineering Management
Brianna Hawkins Brianna Hawkins's MFS Investment Management Experience August 2013 - May 2014
Job Sales Coordinator at Unum
Industry Insurance
Experience
Unum May 2014 - Present
MFS Investment Management August 2013 - May 2014
Lawrence Academy July 2012 - August 2012
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Teamwork, Customer Service, Psychology, Teaching, Time Management, Research, SPSS, NVivo, Marketing, English, Customer Satisfaction, Social Networking, Community Outreach, Data Analysis
Education
Bates College 2009 — 2013
Bachelor of Arts (B.A.), Psychology
South Portland High School 2005 — 2009
Unum May 2014 - Present
MFS Investment Management August 2013 - May 2014
Lawrence Academy July 2012 - August 2012
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Teamwork, Customer Service, Psychology, Teaching, Time Management, Research, SPSS, NVivo, Marketing, English, Customer Satisfaction, Social Networking, Community Outreach, Data Analysis
Education
Bates College 2009 — 2013
Bachelor of Arts (B.A.), Psychology
South Portland High School 2005 — 2009
Tom St.John's MFS Investment Management Experience September 1999 - June 2005
Job VP, North America Business Development at Criteo
Industry Online Media
Experience
Criteo January 2013 - Present
Criteo June 2011 - December 2012
Eversave November 2010 - May 2011
Prospectiv February 2007 - May 2011
Prospectiv June 2005 - February 2007
MFS Investment Management September 1999 - June 2005
Skills
Online Advertising, E-commerce, Account Management, Strategy, Business Development, Product Marketing, Advertising, Digital Marketing, Marketing, Online Marketing, SEO, New Business Development, Email Marketing, Management, Display Advertising, RTB, Strategic Partnerships, Inspiring Teams, Mobile Advertising, X-device
Education
Bentley College - Elkin B. McCallum Graduate School of Business
Master of Business Administration (M.B.A.)
Fairfield University 1995 — 1999
BA, Marketing, Communications, Cum Laude
Criteo January 2013 - Present
Criteo June 2011 - December 2012
Eversave November 2010 - May 2011
Prospectiv February 2007 - May 2011
Prospectiv June 2005 - February 2007
MFS Investment Management September 1999 - June 2005
Skills
Online Advertising, E-commerce, Account Management, Strategy, Business Development, Product Marketing, Advertising, Digital Marketing, Marketing, Online Marketing, SEO, New Business Development, Email Marketing, Management, Display Advertising, RTB, Strategic Partnerships, Inspiring Teams, Mobile Advertising, X-device
Education
Bentley College - Elkin B. McCallum Graduate School of Business
Master of Business Administration (M.B.A.)
Fairfield University 1995 — 1999
BA, Marketing, Communications, Cum Laude
Harrison Ameen's MFS Investment Management Experience June 2014 - August 2014
Job Credit Research Assistant at Loomis, Sayles & Company
Industry Financial Services
Experience
Loomis, Sayles & Company June 2015 - Present
MFS Investment Management June 2014 - August 2014
MFS Investment Management June 2013 - August 2013
Wells Fargo Advisors March 2013 - May 2013
MFS Investment Management June 2012 - August 2012
Education
Bentley University 2011 — 2015
Bachelor of Science (B.S.), Finance
Andover High School 2007 — 2011
Loomis, Sayles & Company June 2015 - Present
MFS Investment Management June 2014 - August 2014
MFS Investment Management June 2013 - August 2013
Wells Fargo Advisors March 2013 - May 2013
MFS Investment Management June 2012 - August 2012
Education
Bentley University 2011 — 2015
Bachelor of Science (B.S.), Finance
Andover High School 2007 — 2011
Tina Raymond Tina Raymond's MFS Investment Management Experience March 2012 - May 2013
Job Compliance Professional
Industry Financial Services
Experience
Charles River Development July 2014 - Present
Pioneer Investments June 2013 - July 2014
MFS Investment Management March 2012 - May 2013
Wellington Management Company, LLP August 2007 - March 2012
Wellington Management Company July 2003 - August 2007
Wellington Management December 1997 - July 2003
State Street June 1997 - December 1997
State Street June 1995 - June 1997
Skills
Risk Management, Asset Managment, Portfolio Management, Investment Management, Investments, Securities, Equities, Fixed Income, Derivatives, Asset Allocation, Hedge Funds, Bloomberg, Financial Services, Trading Systems, Private Equity, Asset Management, Mutual Funds, Financial Risk, Alternative Investments, Capital Markets
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 2000
Master of Science in Finance, Finance, General
Stonehill College 1991 — 1995
Bachelor of Science in Business Administration, Finance, Economics, Computer Information Systems
Charles River Development July 2014 - Present
Pioneer Investments June 2013 - July 2014
MFS Investment Management March 2012 - May 2013
Wellington Management Company, LLP August 2007 - March 2012
Wellington Management Company July 2003 - August 2007
Wellington Management December 1997 - July 2003
State Street June 1997 - December 1997
State Street June 1995 - June 1997
Skills
Risk Management, Asset Managment, Portfolio Management, Investment Management, Investments, Securities, Equities, Fixed Income, Derivatives, Asset Allocation, Hedge Funds, Bloomberg, Financial Services, Trading Systems, Private Equity, Asset Management, Mutual Funds, Financial Risk, Alternative Investments, Capital Markets
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 2000
Master of Science in Finance, Finance, General
Stonehill College 1991 — 1995
Bachelor of Science in Business Administration, Finance, Economics, Computer Information Systems
Matthew Natale Matthew Natale's MFS Investment Management Experience June 2015 - Present
Job Derivatives Reporting Analyst
Industry Financial Services
Experience
MFS Investment Management June 2015 - Present
Brighton House Associates April 2014 - July 2014
Fairstone Financial Management Ltd June 2013 - July 2013
Skills
Microsoft Excel, PowerPoint, Teamwork, Microsoft Office, Microsoft Word, Research, Public Speaking, Java, HTML, English, Bloomberg Terminal, Morningstar, Stata, SAP ERP, Process Modeling, Social Media Marketing, SPSS, Finance
Education
Bentley University 2011 — 2015
Bachelor of Science (B.S.), Economics and Finance
University College Dublin 2013 — 2013
Bachelor of Science (B.S.), International Business
CFA Institute
2015 Level I Candidate in the CFA program
MFS Investment Management June 2015 - Present
Brighton House Associates April 2014 - July 2014
Fairstone Financial Management Ltd June 2013 - July 2013
Skills
Microsoft Excel, PowerPoint, Teamwork, Microsoft Office, Microsoft Word, Research, Public Speaking, Java, HTML, English, Bloomberg Terminal, Morningstar, Stata, SAP ERP, Process Modeling, Social Media Marketing, SPSS, Finance
Education
Bentley University 2011 — 2015
Bachelor of Science (B.S.), Economics and Finance
University College Dublin 2013 — 2013
Bachelor of Science (B.S.), International Business
CFA Institute
2015 Level I Candidate in the CFA program
Craig R. Bergmann Craig R. Bergmann's MFS Investment Management Experience 2007 - 2007
Job Capital Markets Attorney at Fried Frank
Industry Law Practice
Experience
Rosen & Associates, P.C. June 2012 - August 2014
Shipkevich PLLC June 2011 - May 2012
MFY Legal Services August 2011 - December 2011
Hercules Technology Growth Capital 2009 - 2009
IDEA: Northeastern University's Venture Accelerator 2009 - 2009
Federal Reserve Bank of Boston 2008 - 2008
MFS Investment Management 2007 - 2007
Children's Diagnostic & Treatment Center August 2001 - May 2005
Skills
Legal Writing, Bankruptcy, Corporate Law, Corporate Governance, Private Equity, Westlaw, Venture Capital, Corporate Finance, Credit Analysis, Legal Research, Securities Regulation, Capital Markets, Due Diligence, Equity Valuation, Legal Compliance, Equity Research, Business Valuation, Start-up Ventures, Debtor/Creditor, Entrepreneurship, Chapter 11, Financial Analysis, Legal Issues, LexisNexis, Bloomberg, Capital IQ, Best Case, Financial Modeling, Motions, Financial Services, Restructuring, Securities, Intellectual Property, Litigation, Mediation, Structured Finance, Restrictive Covenants, Covenant Compliance, Creditors' Rights, Debtors, Venture Financing, Finance, Hedge Funds, Equities, Fixed Income, Distressed M&A, Scuba Diving, PADI, Ski, Notary Public
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2010 — 2013
JD, Law; Concentration in Corporate & Commercial Law
CFA Institute 2008 — 2010
Northeastern University 2006 — 2009
Major: Finance, Minors: Law & Psychology
Rosen & Associates, P.C. June 2012 - August 2014
Shipkevich PLLC June 2011 - May 2012
MFY Legal Services August 2011 - December 2011
Hercules Technology Growth Capital 2009 - 2009
IDEA: Northeastern University's Venture Accelerator 2009 - 2009
Federal Reserve Bank of Boston 2008 - 2008
MFS Investment Management 2007 - 2007
Children's Diagnostic & Treatment Center August 2001 - May 2005
Skills
Legal Writing, Bankruptcy, Corporate Law, Corporate Governance, Private Equity, Westlaw, Venture Capital, Corporate Finance, Credit Analysis, Legal Research, Securities Regulation, Capital Markets, Due Diligence, Equity Valuation, Legal Compliance, Equity Research, Business Valuation, Start-up Ventures, Debtor/Creditor, Entrepreneurship, Chapter 11, Financial Analysis, Legal Issues, LexisNexis, Bloomberg, Capital IQ, Best Case, Financial Modeling, Motions, Financial Services, Restructuring, Securities, Intellectual Property, Litigation, Mediation, Structured Finance, Restrictive Covenants, Covenant Compliance, Creditors' Rights, Debtors, Venture Financing, Finance, Hedge Funds, Equities, Fixed Income, Distressed M&A, Scuba Diving, PADI, Ski, Notary Public
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2010 — 2013
JD, Law; Concentration in Corporate & Commercial Law
CFA Institute 2008 — 2010
Northeastern University 2006 — 2009
Major: Finance, Minors: Law & Psychology
Jessica Esposito's MFS Investment Management Experience October 2002 - April 2003
Job Nursing Student
Industry Hospital & Health Care
Experience
Time Warner Cable November 2009 - April 2010
Dish Network February 2009 - September 2009
Country Financial April 2008 - January 2009
Janus Capital Group July 2007 - March 2008
Aurora Loan Services April 2003 - September 2006
MFS Investment Management October 2002 - April 2003
American Express June 1999 - October 2002
Education
Ball State University 1994 — 1998
Platte Canyon High School 1990 — 1991
Time Warner Cable November 2009 - April 2010
Dish Network February 2009 - September 2009
Country Financial April 2008 - January 2009
Janus Capital Group July 2007 - March 2008
Aurora Loan Services April 2003 - September 2006
MFS Investment Management October 2002 - April 2003
American Express June 1999 - October 2002
Education
Ball State University 1994 — 1998
Platte Canyon High School 1990 — 1991
Alex Neville Alex Neville's MFS Investment Management Experience January 2013 - Present
Job Client Service Representative at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management January 2013 - Present
JR’s Landscaping January 2008 - November 2012
Skills
Customer Service, Interpersonal Skill, Communication, Computers
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2012
BS, Resource Economics
Bentley University 2008 — 2010
MFS Investment Management January 2013 - Present
JR’s Landscaping January 2008 - November 2012
Skills
Customer Service, Interpersonal Skill, Communication, Computers
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2012
BS, Resource Economics
Bentley University 2008 — 2010
Kenneth Lampert, CPA, MBA Kenneth Lampert, CPA, MBA's MFS Investment Management Experience December 2003 - June 2005
Job Senior Finance and Accounting Manager / Financial Reporting, Corporate Accounting, Financial Planning & Analysis (FP&A)
Industry Financial Services
Experience
Pioneer Investments October 2009 - June 2015
Pioneer Investments January 2006 - September 2009
Pioneer Investments June 2005 - January 2006
MFS Investment Management December 2003 - June 2005
MFS Investment Management July 1998 - December 2003
Time Inc. March 1996 - July 1998
Time Warner Inc. November 1993 - March 1996
Arthur Andersen & Co. September 1990 - November 1993
Skills
Finance, Corporate Finance, Financial Analysis, Financial Reporting, Financial Modeling, Internal Controls, Investments, Equities, Due Diligence, Financial Services, Accounting, Mergers & Acquisitions, Risk Management, Financial Planning, Internal Audit
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2000 — 2003
MBA, Finance
College of the Holy Cross 1986 — 1990
BA, Economics / Accounting
Ridge High School 1982 — 1986
Pioneer Investments October 2009 - June 2015
Pioneer Investments January 2006 - September 2009
Pioneer Investments June 2005 - January 2006
MFS Investment Management December 2003 - June 2005
MFS Investment Management July 1998 - December 2003
Time Inc. March 1996 - July 1998
Time Warner Inc. November 1993 - March 1996
Arthur Andersen & Co. September 1990 - November 1993
Skills
Finance, Corporate Finance, Financial Analysis, Financial Reporting, Financial Modeling, Internal Controls, Investments, Equities, Due Diligence, Financial Services, Accounting, Mergers & Acquisitions, Risk Management, Financial Planning, Internal Audit
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2000 — 2003
MBA, Finance
College of the Holy Cross 1986 — 1990
BA, Economics / Accounting
Ridge High School 1982 — 1986
John W. Mahoney, CFA's MFS Investment Management Experience November 2013 - Present
Job Associate Director, Investment Product Specialist
Industry Financial Services
Experience
MFS Investment Management November 2013 - Present
MFS Investment Management September 2009 - November 2013
MFS Investment Management October 2007 - August 2009
MFS Investment Management January 2007 - September 2007
MFS Investment Management January 2005 - December 2006
Skills
Investments, Asset Management, Mutual Funds, Equities, Fixed Income, Bloomberg, Portfolio Management, Series 7, Financial Modeling, Alternative Investments, Series 63, Financial Services
Education
Bentley University
Bachelor of Science (BS), Finance
MFS Investment Management November 2013 - Present
MFS Investment Management September 2009 - November 2013
MFS Investment Management October 2007 - August 2009
MFS Investment Management January 2007 - September 2007
MFS Investment Management January 2005 - December 2006
Skills
Investments, Asset Management, Mutual Funds, Equities, Fixed Income, Bloomberg, Portfolio Management, Series 7, Financial Modeling, Alternative Investments, Series 63, Financial Services
Education
Bentley University
Bachelor of Science (BS), Finance
Jennifer Pike, MBA's MFS Investment Management Experience June 2013 - November 2013
Job Investment Principal at SSgA
Industry Financial Services
Experience
State Street Global Advisors November 2013 - Present
MFS Investment Management June 2013 - November 2013
WELLS FARGO ADVISORS July 2007 - June 2011
WELLS FARGO INVESTMENTS 2003 - 2007
Wells Fargo Company/Ragen MacKenzie 1999 - 2003
Skills
Series 7, Equities, Trading, Securities, Bloomberg, Equity Trading, Compliance, Investments, Financial Modeling, Portfolio Management, Risk Management, Marketing, Fixed Income, Business Process..., Asset Managment, Banking, Financial Analysis, Strategic Financial..., New Business Development, Project Management, Team Leadership, Finance, Business Strategy, Strategic Consulting, Operations Management, Written & Oral..., Capital Markets, Options, Derivatives, Investment Banking, Commodity, Bonds, Financial Services, Analysis, Electronic Trading, Back Office, Investment Management, Mutual Funds, Financial Markets, Wealth Management, Emerging Markets, Bloomberg Terminal, Investment Strategies, Trading Systems, Pricing, ETFs, FX Options, Economics, Settlement, Relationship Management
Education
Hult International Business School 2011 — 2012
MBA, International Business
Bentley University 1993 — 1997
Bachelor of Science, Economics and Finance
Royal Melbourne Institute of Technology 1996 — 1996
International Business
State Street Global Advisors November 2013 - Present
MFS Investment Management June 2013 - November 2013
WELLS FARGO ADVISORS July 2007 - June 2011
WELLS FARGO INVESTMENTS 2003 - 2007
Wells Fargo Company/Ragen MacKenzie 1999 - 2003
Skills
Series 7, Equities, Trading, Securities, Bloomberg, Equity Trading, Compliance, Investments, Financial Modeling, Portfolio Management, Risk Management, Marketing, Fixed Income, Business Process..., Asset Managment, Banking, Financial Analysis, Strategic Financial..., New Business Development, Project Management, Team Leadership, Finance, Business Strategy, Strategic Consulting, Operations Management, Written & Oral..., Capital Markets, Options, Derivatives, Investment Banking, Commodity, Bonds, Financial Services, Analysis, Electronic Trading, Back Office, Investment Management, Mutual Funds, Financial Markets, Wealth Management, Emerging Markets, Bloomberg Terminal, Investment Strategies, Trading Systems, Pricing, ETFs, FX Options, Economics, Settlement, Relationship Management
Education
Hult International Business School 2011 — 2012
MBA, International Business
Bentley University 1993 — 1997
Bachelor of Science, Economics and Finance
Royal Melbourne Institute of Technology 1996 — 1996
International Business
Ashlee Jabbour's MFS Investment Management Experience March 2009 - April 2013
Job Customer Experience Strategist at Oracle
Industry Computer Software
Experience
Oracle August 2015 - Present
Philips April 2014 - August 2015
Walker April 2013 - March 2014
MFS Investment Management March 2009 - April 2013
Sun Life Financial September 2008 - January 2009
NBC January 2008 - May 2008
WBRY 1640 AM January 2006 - May 2008
Barry Buccaneer January 2005 - May 2008
CBS News February 2007 - August 2007
Skills
Editing, Photoshop, PowerPoint, Microsoft Excel, Dreamweaver, Access, Camera, Adobe Audition, Licensing, Edius, Avid Xpress, FINRA, New Media, Radio, Broadcast, Video Editing, Final Cut Pro, Journalism, Social Media, Multimedia, Sales, Management, Writing, Public Speaking, Social Networking, Customer Service, Public Relations, Social Media Marketing
Education
Barry University 2004 — 2008
Bachelors of Arts Summa Cum Laude, Broadcast Journalism/Professional Writing
Boston Latin Academy Boston, MA
High School Diploma
Oracle August 2015 - Present
Philips April 2014 - August 2015
Walker April 2013 - March 2014
MFS Investment Management March 2009 - April 2013
Sun Life Financial September 2008 - January 2009
NBC January 2008 - May 2008
WBRY 1640 AM January 2006 - May 2008
Barry Buccaneer January 2005 - May 2008
CBS News February 2007 - August 2007
Skills
Editing, Photoshop, PowerPoint, Microsoft Excel, Dreamweaver, Access, Camera, Adobe Audition, Licensing, Edius, Avid Xpress, FINRA, New Media, Radio, Broadcast, Video Editing, Final Cut Pro, Journalism, Social Media, Multimedia, Sales, Management, Writing, Public Speaking, Social Networking, Customer Service, Public Relations, Social Media Marketing
Education
Barry University 2004 — 2008
Bachelors of Arts Summa Cum Laude, Broadcast Journalism/Professional Writing
Boston Latin Academy Boston, MA
High School Diploma
Brian Gagne Brian Gagne's MFS Investment Management Experience January 2014 - Present
Job Business System Architect at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management January 2014 - Present
Columbia Management January 2012 - December 2013
WELLINGTON MANAGEMENT COMPANY, LLP November 1999 - December 2011
WELLINGTON MANAGEMENT COMPANY, LLP November 1999 - June 2001
THE BERKSHIRE GROUP January 1996 - November 1999
THE BERSKHIRE GROUP January 1994 - January 1996
Skills
Testing, PeopleSoft, Disaster Recovery, Outsourcing, ERP, Business Analysis, Vendor Management, Requirements Analysis, Access, SharePoint, SQL, CRM Integration, Project Management, Netezza, Oracle, Microsoft Office, Microsoft SQL Server, Informatica, Quality Center, Rally, Business Objects, Crystal Reports, Pivotal, Salesforce.com, Data Integration, SDLC
Education
Providence College 1995 — 1998
MBA, Business Adminstration
Boston University 2001 — 2001
Graduate Certificate, Client Server Application Development
Bentley University 1989 — 1993
BS, Accounting
MFS Investment Management January 2014 - Present
Columbia Management January 2012 - December 2013
WELLINGTON MANAGEMENT COMPANY, LLP November 1999 - December 2011
WELLINGTON MANAGEMENT COMPANY, LLP November 1999 - June 2001
THE BERKSHIRE GROUP January 1996 - November 1999
THE BERSKHIRE GROUP January 1994 - January 1996
Skills
Testing, PeopleSoft, Disaster Recovery, Outsourcing, ERP, Business Analysis, Vendor Management, Requirements Analysis, Access, SharePoint, SQL, CRM Integration, Project Management, Netezza, Oracle, Microsoft Office, Microsoft SQL Server, Informatica, Quality Center, Rally, Business Objects, Crystal Reports, Pivotal, Salesforce.com, Data Integration, SDLC
Education
Providence College 1995 — 1998
MBA, Business Adminstration
Boston University 2001 — 2001
Graduate Certificate, Client Server Application Development
Bentley University 1989 — 1993
BS, Accounting
Richard Chiu Richard Chiu's MFS Investment Management Experience April 2006 - Present
Job Investment Product Specialist at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management April 2006 - Present
InterSec Research July 1999 - March 2006
Shanghai Pudong Development Bank March 2003 - December 2004
Bank of China July 1991 - March 1993
Skills
Global equities, Asia equities
Education
Baylor University - Hankamer School of Business 1995 — 1996
MBA
Fudan University 1987 — 1991
Bachelor, International Finance
MFS Investment Management April 2006 - Present
InterSec Research July 1999 - March 2006
Shanghai Pudong Development Bank March 2003 - December 2004
Bank of China July 1991 - March 1993
Skills
Global equities, Asia equities
Education
Baylor University - Hankamer School of Business 1995 — 1996
MBA
Fudan University 1987 — 1991
Bachelor, International Finance
Devon McKenna's MFS Investment Management Experience 2006 - 2007
Job VP, Global Bond and FX Trader at Loomis, Sayles & Company
Industry Investment Management
Experience
Loomis, Sayles & Company October 2014 - Present
Loomis, Sayles & Company February 2012 - Present
Loomis, Sayles & Company March 2010 - February 2012
Loomis, Sayles & Company February 2007 - March 2010
MFS Investment Management 2006 - 2007
Skills
Fixed Income, Bloomberg, Asset Management, Mutual Funds, Alternative Investments, Financial Modeling, Trading, Portfolio Management, Investment Management, Equities, Securities
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2011
MBA
Bentley University 2002 — 2006
B.S., Finance, Information Technology
Loomis, Sayles & Company October 2014 - Present
Loomis, Sayles & Company February 2012 - Present
Loomis, Sayles & Company March 2010 - February 2012
Loomis, Sayles & Company February 2007 - March 2010
MFS Investment Management 2006 - 2007
Skills
Fixed Income, Bloomberg, Asset Management, Mutual Funds, Alternative Investments, Financial Modeling, Trading, Portfolio Management, Investment Management, Equities, Securities
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2011
MBA
Bentley University 2002 — 2006
B.S., Finance, Information Technology
Sara Eldemery's MFS Investment Management Experience June 2013 - August 2013
Job Administrative Assistant Conference Planning/Travel at Putnam Investments
Industry Events Services
Experience
Putnam Investments May 2015 - Present
FM&A Events (Faith Moore & Associates, LTD) May 2014 - May 2015
FM&A Events (Faith Moore & Associates, LTD) January 2014 - April 2014
Morrissey Goodale LLC September 2013 - January 2014
MFS Investment Management June 2013 - August 2013
MFS Investment Management June 2012 - August 2012
Skills
Outlook, Microsoft Word, Microsoft Excel, PowerPoint, English, Teamwork, Microsoft Office, Recruiting, Executive Search, Salesforce.com, PeopleSoft, Negotiation, SharePoint, Changepoint, Event Planning, Event Management, Customer Service, Corporate Events, Social Media, Vendor Relationship..., Team Building
Education
Bentley University 2010 — 2014
Business Management
Oliver Ames High School 2006 — 2010
Putnam Investments May 2015 - Present
FM&A Events (Faith Moore & Associates, LTD) May 2014 - May 2015
FM&A Events (Faith Moore & Associates, LTD) January 2014 - April 2014
Morrissey Goodale LLC September 2013 - January 2014
MFS Investment Management June 2013 - August 2013
MFS Investment Management June 2012 - August 2012
Skills
Outlook, Microsoft Word, Microsoft Excel, PowerPoint, English, Teamwork, Microsoft Office, Recruiting, Executive Search, Salesforce.com, PeopleSoft, Negotiation, SharePoint, Changepoint, Event Planning, Event Management, Customer Service, Corporate Events, Social Media, Vendor Relationship..., Team Building
Education
Bentley University 2010 — 2014
Business Management
Oliver Ames High School 2006 — 2010
Gregory Powers, CFP®, CIMA®, ChFC®, AIF® Gregory Powers, CFP®, CIMA®, ChFC®, AIF®'s MFS Investment Management Experience 1999 - 2000
Job Sr. Wealth Adviser at United Capital Financial Advisers, formerly The Hunter Group
Industry Financial Services
Experience
United Capital Financial Advisers August 2010 - Present
Girard Securities August 2010 - Present
MML Investors Services, Inc. February 2006 - August 2010
Commonwealth Financial Network October 2000 - February 2006
MFS Investment Management 1999 - 2000
Skills
Retirement, Retirement Planning, Wealth Management, Estate Planning, Securities, Asset Management, Insurance, Strategic Financial..., Investment Advisory, Financial Planning, Retirement Income..., Mutual Funds, Alternative Investments, Investments, Investment Strategies, Investment Management, Wealth, High Net Worth..., High Net Worth Insurance
Education
Bates College 1995 — 1999
Bachelor of Arts (B.A.), Economics
United Capital Financial Advisers August 2010 - Present
Girard Securities August 2010 - Present
MML Investors Services, Inc. February 2006 - August 2010
Commonwealth Financial Network October 2000 - February 2006
MFS Investment Management 1999 - 2000
Skills
Retirement, Retirement Planning, Wealth Management, Estate Planning, Securities, Asset Management, Insurance, Strategic Financial..., Investment Advisory, Financial Planning, Retirement Income..., Mutual Funds, Alternative Investments, Investments, Investment Strategies, Investment Management, Wealth, High Net Worth..., High Net Worth Insurance
Education
Bates College 1995 — 1999
Bachelor of Arts (B.A.), Economics
William Weimer, CFA's MFS Investment Management Experience February 2013 - Present
Job VP, Global Product Management at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management February 2013 - Present
Sun Life Financial December 2006 - February 2013
Sun Life Financial January 2005 - December 2006
John Hancock Financial 2001 - 2004
John Hancock Financial 1998 - 2001
John Hancock Financial 1996 - 1998
John Hancock Financial 1994 - 1996
John Hancock Financial 1990 - 1994
Fidelity Investments 1986 - 1988
Bear, Stearns & Co 1985 - 1986
Education
Babson College - Franklin W. Olin Graduate School of Business 1988 — 1990
MBA, International Finance
Ohio Wesleyan University 1981 — 1985
BA, International Business & Mathematics
MFS Investment Management February 2013 - Present
Sun Life Financial December 2006 - February 2013
Sun Life Financial January 2005 - December 2006
John Hancock Financial 2001 - 2004
John Hancock Financial 1998 - 2001
John Hancock Financial 1996 - 1998
John Hancock Financial 1994 - 1996
John Hancock Financial 1990 - 1994
Fidelity Investments 1986 - 1988
Bear, Stearns & Co 1985 - 1986
Education
Babson College - Franklin W. Olin Graduate School of Business 1988 — 1990
MBA, International Finance
Ohio Wesleyan University 1981 — 1985
BA, International Business & Mathematics
Jim Merrikin's MFS Investment Management Experience January 2008 - May 2008
Job Director, UX Development
Industry Financial Services
Experience
Fidelity Investments November 2012 - Present
Mercer June 2008 - November 2012
Self Employed Venture April 2006 - October 2012
MFS Investment Management January 2008 - May 2008
The Creative Group 2008 - 2008
Brooks Automation 2005 - November 2007
Epson America, Inc. March 2001 - April 2006
Polaroid Corporation 1997 - 2001
Agfa Corporation October 1992 - July 1997
Skills
HTML 5, Semantic HTML, CSS3, CSS, jQuery, jQuery Mobile, JavaScript, Progressive Enhancement, Adobe Edge, Mobile Design, Web Design, Cross-browser..., User Interface, User Interface Design, User Experience, User Experience Design, PHP, Rapid Prototyping, Agile Methodologies, Mobile Internet, XML, ActionScript, Final Cut Studio, HTML, Web Development, SEO, Graphic Design, Multimedia, Adobe Creative Suite, Photography, Online Marketing, Adobe Acrobat, E-commerce, Video, Microsoft Office, Content Management, Windows, Google Analytics, Email Marketing, Flash, Wordpress, CMS, Agile & Waterfall..., Joomla, Creative Services, WordPress, Mobile Applications, XHTML, Adobe Fireworks, Mac
Education
New Horizons Computer Learning Center 2007 — 2007
Certification, CompTIA Network+
University of Phoenix 2003 — 2004
Pending, Business Management
Massassoit Community College 1997 — 1999
Business Management
Northeastern University 1985 — 1986
Computer Science
Berklee College of Music 1981 — 1983
Audio Recording/Engineering
Fidelity Investments November 2012 - Present
Mercer June 2008 - November 2012
Self Employed Venture April 2006 - October 2012
MFS Investment Management January 2008 - May 2008
The Creative Group 2008 - 2008
Brooks Automation 2005 - November 2007
Epson America, Inc. March 2001 - April 2006
Polaroid Corporation 1997 - 2001
Agfa Corporation October 1992 - July 1997
Skills
HTML 5, Semantic HTML, CSS3, CSS, jQuery, jQuery Mobile, JavaScript, Progressive Enhancement, Adobe Edge, Mobile Design, Web Design, Cross-browser..., User Interface, User Interface Design, User Experience, User Experience Design, PHP, Rapid Prototyping, Agile Methodologies, Mobile Internet, XML, ActionScript, Final Cut Studio, HTML, Web Development, SEO, Graphic Design, Multimedia, Adobe Creative Suite, Photography, Online Marketing, Adobe Acrobat, E-commerce, Video, Microsoft Office, Content Management, Windows, Google Analytics, Email Marketing, Flash, Wordpress, CMS, Agile & Waterfall..., Joomla, Creative Services, WordPress, Mobile Applications, XHTML, Adobe Fireworks, Mac
Education
New Horizons Computer Learning Center 2007 — 2007
Certification, CompTIA Network+
University of Phoenix 2003 — 2004
Pending, Business Management
Massassoit Community College 1997 — 1999
Business Management
Northeastern University 1985 — 1986
Computer Science
Berklee College of Music 1981 — 1983
Audio Recording/Engineering
Ralph W. Livermore, CAIA's MFS Investment Management Experience September 1999 - December 2008
Job Credit Analyst at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors January 2015 - Present
State Street October 2009 - January 2015
MFS Investment Management September 1999 - December 2008
MFS Investment Management November 2000 - September 2003
MFS Investment Management September 1999 - November 2000
Skills
Asset Management, Investments, Capital Markets, Mutual Funds, Financial Markets, Bloomberg, Equities, Excel, PowerPoint, Word, Risk Management, Financial Analysis, Microsoft Office, Fixed Income, Research, Trading, Finance, Investment Management
Education
Boston University Graduate School of Management 2007 — 2008
MS, Master of Science in Investment Mgmt
Bates College 1995 — 1999
BA, Psychology
State Street Global Advisors January 2015 - Present
State Street October 2009 - January 2015
MFS Investment Management September 1999 - December 2008
MFS Investment Management November 2000 - September 2003
MFS Investment Management September 1999 - November 2000
Skills
Asset Management, Investments, Capital Markets, Mutual Funds, Financial Markets, Bloomberg, Equities, Excel, PowerPoint, Word, Risk Management, Financial Analysis, Microsoft Office, Fixed Income, Research, Trading, Finance, Investment Management
Education
Boston University Graduate School of Management 2007 — 2008
MS, Master of Science in Investment Mgmt
Bates College 1995 — 1999
BA, Psychology
Nick Yebba's MFS Investment Management Experience August 2011 - September 2013
Job Principal Software Engineer
Industry Computer Software
Experience
DigitasLBi September 2013 - Present
MFS Investment Management August 2011 - September 2013
PTC August 2005 - August 2011
Biogen-Idec June 2004 - August 2005
State Street 2002 - 2003
Harte-Hanks June 2000 - January 2002
Skills
AngularJS, Oracle, Core Java, JSP, Java, PL/SQL, Databases, Web Services, Unix, Requirements Analysis, JavaScriptMVC, HTML 5, Struts, Data Warehousing, Big Data, Perl, OBIEE, Hyperion Enterprise, JavaScript, Database Design, SQL, XML, J2EE Application..., WebSphere Application..., Financial Systems, CRM, Salesforce.com, Change Management, JSON, REST, Hadoop, Maven
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Management concentration.
Bentley College - Elkin B. McCallum Graduate School of Business 2005 — 2007
Master's Degree, Information Technology
University of Massachusetts Dartmouth 1996 — 2000
Bachelor's Degree, Management Information Systems and Services
DigitasLBi September 2013 - Present
MFS Investment Management August 2011 - September 2013
PTC August 2005 - August 2011
Biogen-Idec June 2004 - August 2005
State Street 2002 - 2003
Harte-Hanks June 2000 - January 2002
Skills
AngularJS, Oracle, Core Java, JSP, Java, PL/SQL, Databases, Web Services, Unix, Requirements Analysis, JavaScriptMVC, HTML 5, Struts, Data Warehousing, Big Data, Perl, OBIEE, Hyperion Enterprise, JavaScript, Database Design, SQL, XML, J2EE Application..., WebSphere Application..., Financial Systems, CRM, Salesforce.com, Change Management, JSON, REST, Hadoop, Maven
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Management concentration.
Bentley College - Elkin B. McCallum Graduate School of Business 2005 — 2007
Master's Degree, Information Technology
University of Massachusetts Dartmouth 1996 — 2000
Bachelor's Degree, Management Information Systems and Services
Scott Lavigne's MFS Investment Management Experience May 2012 - February 2013
Job Business Systems Consultant at Wells Fargo
Industry Investment Management
Experience
Wells Fargo July 2014 - Present
AEW Capital Management February 2013 - July 2014
MFS Investment Management May 2012 - February 2013
Fidelity Investments August 2010 - May 2012
Fidelity Investments March 2008 - August 2010
Fidelity Investments May 2006 - March 2008
Fidelity Investments August 2004 - May 2006
Skills
Salesforce.com, Advent Rules Manager, Advent Portfolio..., Advent Moxy Trading..., Fixed Income, Project Management, Trading, Program Management, Investments, Bloomberg, Mutual Funds, Equities, Asset Management, Securities, Financial Services, Portfolio Management, Asset Allocation, Investment Management, SQL, Powershell, Leadership, Business Analysis, Business Requirements, Analysis
Education
Bentley University 2003 — 2005
Master's Degree, Finance
Colby-Sawyer College 1997 — 2001
Bachelor Degree in Science, Business Administration
Wells Fargo July 2014 - Present
AEW Capital Management February 2013 - July 2014
MFS Investment Management May 2012 - February 2013
Fidelity Investments August 2010 - May 2012
Fidelity Investments March 2008 - August 2010
Fidelity Investments May 2006 - March 2008
Fidelity Investments August 2004 - May 2006
Skills
Salesforce.com, Advent Rules Manager, Advent Portfolio..., Advent Moxy Trading..., Fixed Income, Project Management, Trading, Program Management, Investments, Bloomberg, Mutual Funds, Equities, Asset Management, Securities, Financial Services, Portfolio Management, Asset Allocation, Investment Management, SQL, Powershell, Leadership, Business Analysis, Business Requirements, Analysis
Education
Bentley University 2003 — 2005
Master's Degree, Finance
Colby-Sawyer College 1997 — 2001
Bachelor Degree in Science, Business Administration
Tom Hastings's MFS Investment Management Experience July 1995 - September 1998
Job Principal at The Interface Financial Group
Industry Financial Services
Experience
Wachusett Mountain Ski Area November 2008 - Present
The Interface Financial Group 2008 - Present
I-Pension, LLC May 2007 - February 2008
MFS Investment Mgmt October 1998 - December 2006
MFS Investment Management July 1995 - September 1998
MFS Investment Management November 1987 - June 1995
Skills
Start-ups, Business Planning, Working Capital..., Capital Sourcing, Capital
Education
Babson College - Franklin W. Olin Graduate School of Business 1986 — 1988
MBA
Haverford College 1977 — 1981
BA, Economics
Interise
Wachusett Mountain Ski Area November 2008 - Present
The Interface Financial Group 2008 - Present
I-Pension, LLC May 2007 - February 2008
MFS Investment Mgmt October 1998 - December 2006
MFS Investment Management July 1995 - September 1998
MFS Investment Management November 1987 - June 1995
Skills
Start-ups, Business Planning, Working Capital..., Capital Sourcing, Capital
Education
Babson College - Franklin W. Olin Graduate School of Business 1986 — 1988
MBA
Haverford College 1977 — 1981
BA, Economics
Interise
Terry M. Simpson's MFS Investment Management Experience October 2012 - January 2013
Job IT Project Manager at The Massachusetts Executive Office of Labor and Workforce Development (EOLWD)
Industry Information Technology and Services
Experience
Executive Office of Labor and Workforce Development September 2014 - Present
The Massachusetts Executive Office of Labor and Workforce Development (EOLWD) March 2014 - Present
First Parish Church, Kingston Ma June 2012 - June 2015
MFS Investment Management October 2012 - January 2013
MFS Investment Management April 2011 - September 2012
MFS Investment Management April 2008 - April 2011
MFS Investment Management June 2006 - March 2008
MFSC March 2001 - June 2006
Skills
Project Management, Software Project..., People Skills, Teamwork, Microsoft Office, MS Project, PMO Services, Software Documentation, PMO, Vendor Management, Databases, Visio, Financial Services, Change Management, Process Improvement, Enterprise Architecture, Music, Testing, Analysis, Program Management, Systems Analysis, Data Mapping, Active Directory, SQL, Business Analysis, User Acceptance Testing, Business Requirements, Team Leadership, Project Planning, Security, Certified Scrum Master..., Risk Management, Requirements Gathering, SDLC, SharePoint, Requirements Analysis, PMP
Education
Berklee College of Music
Jazz Guitar
University of Wisconsin-Stevens Point
Violin
Executive Office of Labor and Workforce Development September 2014 - Present
The Massachusetts Executive Office of Labor and Workforce Development (EOLWD) March 2014 - Present
First Parish Church, Kingston Ma June 2012 - June 2015
MFS Investment Management October 2012 - January 2013
MFS Investment Management April 2011 - September 2012
MFS Investment Management April 2008 - April 2011
MFS Investment Management June 2006 - March 2008
MFSC March 2001 - June 2006
Skills
Project Management, Software Project..., People Skills, Teamwork, Microsoft Office, MS Project, PMO Services, Software Documentation, PMO, Vendor Management, Databases, Visio, Financial Services, Change Management, Process Improvement, Enterprise Architecture, Music, Testing, Analysis, Program Management, Systems Analysis, Data Mapping, Active Directory, SQL, Business Analysis, User Acceptance Testing, Business Requirements, Team Leadership, Project Planning, Security, Certified Scrum Master..., Risk Management, Requirements Gathering, SDLC, SharePoint, Requirements Analysis, PMP
Education
Berklee College of Music
Jazz Guitar
University of Wisconsin-Stevens Point
Violin
Thomas Strickland, CISA's MFS Investment Management Experience March 2010 - Present
Job Information Technology Audit Professional
Industry Financial Services
Experience
MFS Investment Management March 2010 - Present
State Street Bank July 2007 - February 2010
IBT May 2006 - July 2007
Skills
Disaster Recovery, Sarbanes-Oxley Act, Internal Audit, Risk Management, Auditing, IT Audit, Business Analysis, Business Continuity, Financial Services, Information Technology, SAS70
Education
Bentley University 1999 — 2003
Bachelors, Finance, Minor Behavioral Science
MFS Investment Management March 2010 - Present
State Street Bank July 2007 - February 2010
IBT May 2006 - July 2007
Skills
Disaster Recovery, Sarbanes-Oxley Act, Internal Audit, Risk Management, Auditing, IT Audit, Business Analysis, Business Continuity, Financial Services, Information Technology, SAS70
Education
Bentley University 1999 — 2003
Bachelors, Finance, Minor Behavioral Science
Joyce Pun-Flynn's MFS Investment Management Experience July 1999 - Present
Job Principle Financial System Analyst at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management July 1999 - Present
PeopleSoft July 1998 - June 1999
Arthur D. Little June 1993 - July 1998
Skills
SQR, PeopleSoft, nVision, Crystal Reports, SQL, Hyperion, Planning, PeopleTools, Essbase, SharePoint, Financial Reporting, Troubleshooting, Financial Systems, Excel, Project Management, Forecasting
Education
Clark University 1997 — 1998
Certificate, Client Server Development
Bentley University 1995 — 1997
MBA, International Business
University of Massachusetts Boston 1988 — 1991
B.S., Management/Accounting
MFS Investment Management July 1999 - Present
PeopleSoft July 1998 - June 1999
Arthur D. Little June 1993 - July 1998
Skills
SQR, PeopleSoft, nVision, Crystal Reports, SQL, Hyperion, Planning, PeopleTools, Essbase, SharePoint, Financial Reporting, Troubleshooting, Financial Systems, Excel, Project Management, Forecasting
Education
Clark University 1997 — 1998
Certificate, Client Server Development
Bentley University 1995 — 1997
MBA, International Business
University of Massachusetts Boston 1988 — 1991
B.S., Management/Accounting
Victoria McGowan's MFS Investment Management Experience April 1990 - April 2002
Job Senior Vice President at State Street Corporation
Industry Financial Services
Experience
State Street Corporation April 2002 - Present
Investors Bank and Trust 2002 - 2007
MFS Investment Management April 1990 - April 2002
Skills
Mutual Funds, Fixed Income, Hedge Funds, Alternative Investments, Fund Accounting, Securities
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1991 — 1995
MBA
Emory University 1985 — 1989
BA
State Street Corporation April 2002 - Present
Investors Bank and Trust 2002 - 2007
MFS Investment Management April 1990 - April 2002
Skills
Mutual Funds, Fixed Income, Hedge Funds, Alternative Investments, Fund Accounting, Securities
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1991 — 1995
MBA
Emory University 1985 — 1989
BA
Tulasi Chandra Pemmasani's MFS Investment Management Experience April 2008 - Present
Job Sr. Business Analyst
Industry Investment Management
Experience
MFS Investment Management April 2008 - Present
Skills
Fixed Income, Change Management, Quality Assurance, Derivatives, Equities, Process Improvement, Mutual Funds, Analysis, Business Requirements, Securities, Financial Services, Trading, Options, Portfolio Management, Swaps, Testing, Investments, Business Analysis, Financial Modeling, Fund Accounting, Corporate Actions
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2003 — 2005
MSF
MFS Investment Management April 2008 - Present
Skills
Fixed Income, Change Management, Quality Assurance, Derivatives, Equities, Process Improvement, Mutual Funds, Analysis, Business Requirements, Securities, Financial Services, Trading, Options, Portfolio Management, Swaps, Testing, Investments, Business Analysis, Financial Modeling, Fund Accounting, Corporate Actions
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2003 — 2005
MSF
Lisa Zani Garrett's MFS Investment Management Experience January 2006 - September 2007
Job Financial Manager at 3D Matrix, Inc.
Industry Accounting
Experience
3-D Matrix, Inc. October 2012 - Present
Cambridge Heart October 2009 - July 2012
Cambridge Heart September 2007 - October 2009
MFS Investment Management January 2006 - September 2007
Art Technology Group January 2005 - January 2006
Pegasystems December 2002 - January 2005
Pegasystems October 2001 - December 2002
Pegasystems October 2000 - October 2001
Canby, Maloney and Company September 1999 - September 2000
Skills
SEC filings, Year-end Close, Management, Microsoft Excel, Accounting, Financial Statements, Public Companies, Press Releases, Month End Close, Private Companies, US GAAP, Financial Analysis, Managerial Finance, Revenue Recognition, General Ledger, Sarbanes-Oxley Act, Finance, Financial Reporting, Great Plains Software, Internal Controls, Sarbanes-Oxley, Human Resources, Employee Benefits, Auditing, Accounts Payable, Financial Modeling, Account Reconciliation, Cash Management, Forecasting, Strategic Financial..., Financial Accounting, Consolidation, Accounts Receivable, Payroll, Due Diligence, Tax, Variance Analysis, Consolidated Financial..., Cash Flow Forecasting, Corporate Finance, SEC Filings
Education
Bentley University 1995 — 1999
BS, Accountancy
3-D Matrix, Inc. October 2012 - Present
Cambridge Heart October 2009 - July 2012
Cambridge Heart September 2007 - October 2009
MFS Investment Management January 2006 - September 2007
Art Technology Group January 2005 - January 2006
Pegasystems December 2002 - January 2005
Pegasystems October 2001 - December 2002
Pegasystems October 2000 - October 2001
Canby, Maloney and Company September 1999 - September 2000
Skills
SEC filings, Year-end Close, Management, Microsoft Excel, Accounting, Financial Statements, Public Companies, Press Releases, Month End Close, Private Companies, US GAAP, Financial Analysis, Managerial Finance, Revenue Recognition, General Ledger, Sarbanes-Oxley Act, Finance, Financial Reporting, Great Plains Software, Internal Controls, Sarbanes-Oxley, Human Resources, Employee Benefits, Auditing, Accounts Payable, Financial Modeling, Account Reconciliation, Cash Management, Forecasting, Strategic Financial..., Financial Accounting, Consolidation, Accounts Receivable, Payroll, Due Diligence, Tax, Variance Analysis, Consolidated Financial..., Cash Flow Forecasting, Corporate Finance, SEC Filings
Education
Bentley University 1995 — 1999
BS, Accountancy
Rodney Hulslander's MFS Investment Management Experience May 1995 - Present
Job VP of Global Investment and Client Support at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management May 1995 - Present
Skills
Mutual Funds, Fixed Income
Education
Villanova University 2013 — 2015
Certified Six Sigma Black Belt
Bentley College - Elkin B. McCallum Graduate School of Business
MBA, Finance
Humboldt State University
B.S., Finance
MFS Investment Management May 1995 - Present
Skills
Mutual Funds, Fixed Income
Education
Villanova University 2013 — 2015
Certified Six Sigma Black Belt
Bentley College - Elkin B. McCallum Graduate School of Business
MBA, Finance
Humboldt State University
B.S., Finance
Kristina Folan's MFS Investment Management Experience 1994 - 1996
Job UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. 2006 - Present
UBS PaineWebber, Inc 1999 - 2003
PaineWebber 1996 - 1999
MFS Investment Management 1994 - 1996
Education
Bentley University
Bachelor’s Degree, Finance
University of Strasbourg, Strasbourg, France
International Business-Study Abroad Program
Suffolk University
Master of Business Administration (M.B.A.), Finance
UBS Financial Services, Inc. 2006 - Present
UBS PaineWebber, Inc 1999 - 2003
PaineWebber 1996 - 1999
MFS Investment Management 1994 - 1996
Education
Bentley University
Bachelor’s Degree, Finance
University of Strasbourg, Strasbourg, France
International Business-Study Abroad Program
Suffolk University
Master of Business Administration (M.B.A.), Finance
Christine Lane's MFS Investment Management Experience November 1991 - July 2006
Job Experienced Executive Assistant
Industry Financial Services
Experience
AlixPartners, LLP August 2011 - Present
Mercatus LLC July 2007 - July 2011
MFS Investment Management November 1991 - July 2006
Education
Bay Path University 1982 — 1984
AlixPartners, LLP August 2011 - Present
Mercatus LLC July 2007 - July 2011
MFS Investment Management November 1991 - July 2006
Education
Bay Path University 1982 — 1984
Nicole (Belanger) Kirwan's MFS Investment Management Experience 2006 - Present
Job Business Systems Architect
Industry Financial Services
Experience
MFS Investment Management 2006 - Present
Eaton Vance Managed Investments 2005 - 2006
State Street Research 2000 - 2004
Skills
Software Documentation, Project Management, Training, Business Analysis, Analysis, SDLC, Financial Services, Visio, Access, Process Improvement, Integration, Requirements Gathering, Business Process..., Vendor Management, Asset Management, Equities, Fixed Income, Portfolio Management
Education
St, John's Seminary 2001 — 2006
Master of Arts in Ministry, Catholic Ministry
Bentley University 1989 — 1993
Bachelor of Science, Accounting
Braintree High School
MFS Investment Management 2006 - Present
Eaton Vance Managed Investments 2005 - 2006
State Street Research 2000 - 2004
Skills
Software Documentation, Project Management, Training, Business Analysis, Analysis, SDLC, Financial Services, Visio, Access, Process Improvement, Integration, Requirements Gathering, Business Process..., Vendor Management, Asset Management, Equities, Fixed Income, Portfolio Management
Education
St, John's Seminary 2001 — 2006
Master of Arts in Ministry, Catholic Ministry
Bentley University 1989 — 1993
Bachelor of Science, Accounting
Braintree High School
Kelly Mahalaris (Conlon)'s MFS Investment Management Experience February 2008 - Present
Job Assistant Vice President at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management February 2008 - Present
MFS Investment Management June 1994 - February 2008
Skills
Series 7, Mutual Funds, Employee Benefits
Education
Clark University
MBA
Bentley University 1990 — 1994
BS, Finance
MFS Investment Management February 2008 - Present
MFS Investment Management June 1994 - February 2008
Skills
Series 7, Mutual Funds, Employee Benefits
Education
Clark University
MBA
Bentley University 1990 — 1994
BS, Finance
Jim Yost's MFS Investment Management Experience Audit ManagerDeloitte & ToucheSeptember 1983 - June 1989
Job Assistant Treasurer at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management Audit ManagerDeloitte & ToucheSeptember 1983 - June 1989
Skills
Mutual Funds, Auditing, Financial Reporting, Tax, Fund Administration, Investments, Finance, Financial Services, Project Management, Fund Accounting, Budgets
Education
Babson College - Franklin W. Olin Graduate School of Business 1982 — 1983
MBA, Accounting/Finance
Merrimack College 1978 — 1982
BS, Business Administration, Accounting
MFS Investment Management Audit ManagerDeloitte & ToucheSeptember 1983 - June 1989
Skills
Mutual Funds, Auditing, Financial Reporting, Tax, Fund Administration, Investments, Finance, Financial Services, Project Management, Fund Accounting, Budgets
Education
Babson College - Franklin W. Olin Graduate School of Business 1982 — 1983
MBA, Accounting/Finance
Merrimack College 1978 — 1982
BS, Business Administration, Accounting
Laura Gomes, CFP®'s MFS Investment Management Experience June 1999 - June 2004
Job Director, Managing Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Northwestern Mutual September 2004 - July 2014
MFS Investment Management June 1999 - June 2004
Skills
Series 7, Retirement Planning, Strategic Financial..., Certified Financial..., Series 63, Retirement, Mutual Funds, Asset Allocation, Investments, Fixed Annuities, Investment Advisory, Securities, Portfolio Management, 401k, Disability Insurance, Series 6, Personal Financial..., Series 65, Relationship Management, Investment Strategies, chartered financial..., chartered life...
Education
Bates College 1995 — 1999
Bachelor of Arts (B.A.), French Studies, Economics
Niskayuna High School
Fidelity Investments July 2014 - Present
Northwestern Mutual September 2004 - July 2014
MFS Investment Management June 1999 - June 2004
Skills
Series 7, Retirement Planning, Strategic Financial..., Certified Financial..., Series 63, Retirement, Mutual Funds, Asset Allocation, Investments, Fixed Annuities, Investment Advisory, Securities, Portfolio Management, 401k, Disability Insurance, Series 6, Personal Financial..., Series 65, Relationship Management, Investment Strategies, chartered financial..., chartered life...
Education
Bates College 1995 — 1999
Bachelor of Arts (B.A.), French Studies, Economics
Niskayuna High School
Jennifer Duest's MFS Investment Management Experience 2001 - 2006
Job Vice President Insurance and Risk Manager at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Mgmt 2006 - Present
MFS Investment Management 2001 - 2006
MFS Investment Management 1997 - 2001
Converse Inc. 1990 - 1997
Converse Inc. 1988 - 1990
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1995 — 1999
Master of Business Administration (M.B.A.), Finance, General
University of Massachusetts Boston 1988 — 1992
Bachelor of Science, Accounting
University of Massachusetts at Amherst - Isenberg School of Management 1984 — 1987
Bachelor of Science (BS), Accounting
MFS Investment Mgmt 2006 - Present
MFS Investment Management 2001 - 2006
MFS Investment Management 1997 - 2001
Converse Inc. 1990 - 1997
Converse Inc. 1988 - 1990
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1995 — 1999
Master of Business Administration (M.B.A.), Finance, General
University of Massachusetts Boston 1988 — 1992
Bachelor of Science, Accounting
University of Massachusetts at Amherst - Isenberg School of Management 1984 — 1987
Bachelor of Science (BS), Accounting
Roger Lovejoy's MFS Investment Management Experience December 1996 - February 2008
Job Communications Consultant at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group January 2013 - Present
The Hartford March 2008 - December 2012
MFS Investment Management December 1996 - February 2008
Fidelity Investments June 1992 - October 1996
Skills
Marketing, Project Management, Strategic Planning, Event Planning, Marketing Communications, Series 6, Marketing Strategy, Retirement, Strategic Communications, Retirement Planning, Social Media, Fundraising, Public Relations, Microsoft Office, Nonprofits
Education
Bentley University 1987 — 1990
Bachelors of Science, Management
MassMutual Financial Group January 2013 - Present
The Hartford March 2008 - December 2012
MFS Investment Management December 1996 - February 2008
Fidelity Investments June 1992 - October 1996
Skills
Marketing, Project Management, Strategic Planning, Event Planning, Marketing Communications, Series 6, Marketing Strategy, Retirement, Strategic Communications, Retirement Planning, Social Media, Fundraising, Public Relations, Microsoft Office, Nonprofits
Education
Bentley University 1987 — 1990
Bachelors of Science, Management
Julia Doran's MFS Investment Management Experience May 2007 - May 2012
Job Manager at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. May 2012 - Present
MFS Investment Management May 2007 - May 2012
Franklin Templeton Investments 1997 - 2007
Education
University of Tampa 1997 — 2001
MBA
Bentley University 1992 — 1996
BS / Management
Raymond James Financial Inc. May 2012 - Present
MFS Investment Management May 2007 - May 2012
Franklin Templeton Investments 1997 - 2007
Education
University of Tampa 1997 — 2001
MBA
Bentley University 1992 — 1996
BS / Management
Justin Donohue's MFS Investment Management Experience October 2005 - Present
Job VP, Senior Manager Operational Risk
Industry Financial Services
Experience
MFS Investment Management October 2005 - Present
Deloitte February 2004 - September 2005
Education
Bentley University 1999 — 2003
BS, Computer Information Systems
MFS Investment Management October 2005 - Present
Deloitte February 2004 - September 2005
Education
Bentley University 1999 — 2003
BS, Computer Information Systems
Scott Chin's MFS Investment Management Experience October 2014 - Present
Job At MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management October 2014 - Present
Skills
Certified Treasury..., Cash Management, Financial Services, Accounting, Capital Markets, Cash Flow Forecasting, Analysis, Working Capital..., Corporate Finance, Banking, Equities, Treasury Management, Account Reconciliation, Investment Management, Financial Analysis, Forecasting, Investments, Portfolio Management, Financial Modeling, Treasury
Education
Babson College - Franklin W. Olin Graduate School of Business 2006 — 2008
MBA
Bentley University 1996 — 2000
Finance
MFS Investment Management October 2014 - Present
Skills
Certified Treasury..., Cash Management, Financial Services, Accounting, Capital Markets, Cash Flow Forecasting, Analysis, Working Capital..., Corporate Finance, Banking, Equities, Treasury Management, Account Reconciliation, Investment Management, Financial Analysis, Forecasting, Investments, Portfolio Management, Financial Modeling, Treasury
Education
Babson College - Franklin W. Olin Graduate School of Business 2006 — 2008
MBA
Bentley University 1996 — 2000
Finance
Ketsia Fidelia's MFS Investment Management Experience October 2003 - February 2013
Job Sr. Client Onboarding Analyst
Industry Financial Services
Experience
Manulife July 2014 - Present
Manulife Financial February 2013 - July 2014
MFS Investment Management October 2003 - February 2013
SSB February 2000 - June 2003
State Street Bank February 1999 - February 2000
Skills
Microsoft Excel, Financial Analysis, Microsoft Office, Outlook, Accounting, Microsoft Word, Customer Service, Financial Reporting, PowerPoint, Account Reconciliation, Forecasting, Strategic Planning, Management, Investments
Education
New England College of Business and Finance 2010 — 2012
Master of Business Administration (M.B.A.)
Bay State College 2006 — 2008
Bachelor of Science (B.S.), Business Administration and Management
Manulife July 2014 - Present
Manulife Financial February 2013 - July 2014
MFS Investment Management October 2003 - February 2013
SSB February 2000 - June 2003
State Street Bank February 1999 - February 2000
Skills
Microsoft Excel, Financial Analysis, Microsoft Office, Outlook, Accounting, Microsoft Word, Customer Service, Financial Reporting, PowerPoint, Account Reconciliation, Forecasting, Strategic Planning, Management, Investments
Education
New England College of Business and Finance 2010 — 2012
Master of Business Administration (M.B.A.)
Bay State College 2006 — 2008
Bachelor of Science (B.S.), Business Administration and Management
Steen Morneweck's MFS Investment Management Experience January 2002 - October 2003
Job Staff Accountant at Graystone Solutions, Inc.
Industry Financial Services
Experience
Graystone Solutions, Inc. 2012 - Present
Graystone Solutions, Inc. 2012 - 2012
Mercer 2004 - 2012
MFS Investment Management January 2002 - October 2003
Skills
Financial Services, Investments, Finance, Financial Analysis, Microsoft Office, 401k, Cash Management, Employee Benefits, Strategic Financial..., Mutual Funds, Financial Reporting, Banking
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2011
MSA, Accountancy
Suffolk University 2001 — 2003
BA, Business Administration
Graystone Solutions, Inc. 2012 - Present
Graystone Solutions, Inc. 2012 - 2012
Mercer 2004 - 2012
MFS Investment Management January 2002 - October 2003
Skills
Financial Services, Investments, Finance, Financial Analysis, Microsoft Office, 401k, Cash Management, Employee Benefits, Strategic Financial..., Mutual Funds, Financial Reporting, Banking
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2011
MSA, Accountancy
Suffolk University 2001 — 2003
BA, Business Administration
Georgia Touma's MFS Investment Management Experience 1997 - 2008
Job AVP, Director Investor Services at Franklin Street Properties
Industry Investment Management
Experience
FSP Investments LLC March 2008 - Present
MFS Investment Management 1997 - 2008
Skills
Mutual Funds, Alternative Investments, Securities, Investments, FINRA, Microsoft Excel, Relationship Management, Microsoft Office, Customer Service, Separately Managed..., Management, Business Development, Strategic Planning, Leadership, Project Management, New Business Development, Investment Management, Financial Services, Financial Analysis, Finance, Process Improvement
Education
Bentley University 1993 — 1997
FSP Investments LLC March 2008 - Present
MFS Investment Management 1997 - 2008
Skills
Mutual Funds, Alternative Investments, Securities, Investments, FINRA, Microsoft Excel, Relationship Management, Microsoft Office, Customer Service, Separately Managed..., Management, Business Development, Strategic Planning, Leadership, Project Management, New Business Development, Investment Management, Financial Services, Financial Analysis, Finance, Process Improvement
Education
Bentley University 1993 — 1997
Harry Cohen's MFS Investment Management Experience March 2010 - Present
Job AVP at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management March 2010 - Present
MFS Investment Management September 2005 - March 2010
MFS Investment Management December 2003 - September 2005
MFS Investment Management May 2000 - December 2003
Putnam Investments July 1999 - May 2000
New England Financial September 1993 - July 1999
Skills
Electronic Trading, Asset Managment, Investment Management, SDLC, Business Analysis, Fixed Income, IT Strategy, Building Relationships, Application Lifecycle..., Mutual Funds, Business Process..., Trading, Middle Office, Investments, Portfolio Management, Asset Management, Information Management, Systems Analysis, Financial Services
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 2001
MBA, Finance
Trinity College-Hartford 1989 — 1993
BA, Mathematics, Economics
Longmeadow High School 1985 — 1989
MFS Investment Management March 2010 - Present
MFS Investment Management September 2005 - March 2010
MFS Investment Management December 2003 - September 2005
MFS Investment Management May 2000 - December 2003
Putnam Investments July 1999 - May 2000
New England Financial September 1993 - July 1999
Skills
Electronic Trading, Asset Managment, Investment Management, SDLC, Business Analysis, Fixed Income, IT Strategy, Building Relationships, Application Lifecycle..., Mutual Funds, Business Process..., Trading, Middle Office, Investments, Portfolio Management, Asset Management, Information Management, Systems Analysis, Financial Services
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 2001
MBA, Finance
Trinity College-Hartford 1989 — 1993
BA, Mathematics, Economics
Longmeadow High School 1985 — 1989
Anna Camarata's MFS Investment Management Experience 2000 - 2003
Job Director Controller at Boston Children's Physician Organization at Boston Children's Hospital
Industry Accounting
Experience
Boston Children's Hospital July 2015 - Present
Steward Healthcare - Steward Medical Group August 2007 - July 2015
Tufts Health Plan 2004 - 2007
MFS Investment Management 2000 - 2003
Skills
Strategic Planning, Process Improvement, Financial Analysis, Financial Modeling, Project Management, Revenue Cycle, Data Analysis, Finance, Leadership, Management, Healthcare Management, Strategy, Access, Analysis, Managerial Finance, Healthcare, Healthcare Information..., HIPAA
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1995 — 1997
MBA, International Business
Boston College - Wallace E. Carroll Graduate School of Management 1987 — 1990
Boston Children's Hospital July 2015 - Present
Steward Healthcare - Steward Medical Group August 2007 - July 2015
Tufts Health Plan 2004 - 2007
MFS Investment Management 2000 - 2003
Skills
Strategic Planning, Process Improvement, Financial Analysis, Financial Modeling, Project Management, Revenue Cycle, Data Analysis, Finance, Leadership, Management, Healthcare Management, Strategy, Access, Analysis, Managerial Finance, Healthcare, Healthcare Information..., HIPAA
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1995 — 1997
MBA, International Business
Boston College - Wallace E. Carroll Graduate School of Management 1987 — 1990
Mark Mancini's MFS Investment Management Experience March 2010 - November 2010
Job Solutions Consultant at Seismic Software
Industry Investment Management
Experience
Seismic Software October 2015 - Present
Windhaven Investment Management June 2014 - September 2015
Windhaven Investment Management January 2014 - June 2014
Cambridge Associates November 2010 - January 2014
MFS Investment Management March 2010 - November 2010
Bain Capital February 2008 - March 2010
State Street August 2007 - February 2008
Skills
Equities, Fixed Income, Alternative Investments, Securities, Asset Allocation, Bonds, Hedge Funds, Investments, Private Equity, Asset Management, Separately Managed..., Overlay, Operations Management, Performance Reporting
Education
Endicott College 2013 — 2017
Master of Business Administration (M.B.A.)
Bentley University 2003 — 2007
Economics & Finance
Seismic Software October 2015 - Present
Windhaven Investment Management June 2014 - September 2015
Windhaven Investment Management January 2014 - June 2014
Cambridge Associates November 2010 - January 2014
MFS Investment Management March 2010 - November 2010
Bain Capital February 2008 - March 2010
State Street August 2007 - February 2008
Skills
Equities, Fixed Income, Alternative Investments, Securities, Asset Allocation, Bonds, Hedge Funds, Investments, Private Equity, Asset Management, Separately Managed..., Overlay, Operations Management, Performance Reporting
Education
Endicott College 2013 — 2017
Master of Business Administration (M.B.A.)
Bentley University 2003 — 2007
Economics & Finance
Nicholas Walton, CFA's MFS Investment Management Experience March 2010 - Present
Job Portfolio Specialist Group Analyst
Industry Financial Services
Experience
MFS Investment Management March 2010 - Present
Education
Bentley University 1996 — 2000
BS, Finance
MFS Investment Management March 2010 - Present
Education
Bentley University 1996 — 2000
BS, Finance
Jenny Baynham's MFS Investment Management Experience December 2004 - Present
Job Programmer Analyst IV at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management December 2004 - Present
Equiserve July 2001 - December 2004
Skills
Requirements Gathering, SDLC, Business Analysis, SQL, Systems Analysis, Visio
Education
Bentley University 1996 — 2000
Bachelor of Science, Computer Information System
MFS Investment Management December 2004 - Present
Equiserve July 2001 - December 2004
Skills
Requirements Gathering, SDLC, Business Analysis, SQL, Systems Analysis, Visio
Education
Bentley University 1996 — 2000
Bachelor of Science, Computer Information System
Joshua Kiebacher's MFS Investment Management Experience June 2007 - March 2008
Job Manager Program Management at Sapient Global Markets
Industry Financial Services
Experience
Sapient Global Markets January 2015 - Present
Sapient Global Markets July 2011 - December 2014
Sapient Global Markets September 2010 - September 2011
Sapient April 2009 - September 2010
Sapient June 2008 - April 2009
MFS Investment Management June 2007 - March 2008
Skills
Program Management, Management, Financial Modeling, Financial Services, Financial Reporting, Equities, Software Project..., Process Improvement, Business Analysis, Analysis, Financial Analysis, Analytics
Education
Bentley University 2004 — 2008
B.S., Economics-Finance
Wirtschaftsuniversität Wien
Sapient Global Markets January 2015 - Present
Sapient Global Markets July 2011 - December 2014
Sapient Global Markets September 2010 - September 2011
Sapient April 2009 - September 2010
Sapient June 2008 - April 2009
MFS Investment Management June 2007 - March 2008
Skills
Program Management, Management, Financial Modeling, Financial Services, Financial Reporting, Equities, Software Project..., Process Improvement, Business Analysis, Analysis, Financial Analysis, Analytics
Education
Bentley University 2004 — 2008
B.S., Economics-Finance
Wirtschaftsuniversität Wien
Brian Roach's MFS Investment Management Experience November 1995 - November 2006
Job Senior Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2006 - Present
MFS Investment Management November 1995 - November 2006
Education
Bates College 1991 — 1995
BA, History
Fidelity Investments 2006 - Present
MFS Investment Management November 1995 - November 2006
Education
Bates College 1991 — 1995
BA, History
Michael Edwards, CFA's MFS Investment Management Experience 1998 - 2003
Job Managing Partner, Boston Hill Advisors, LLC
Industry Investment Management
Experience
MuniCrest Investment Management Company 2008 - Present
Boston Hill Advisors, LLC September 2006 - Present
Fidelity Investments 2003 - 2004
MFS Investment Management 1998 - 2003
Partners Healthcare System, inc. 1990 - 1998
Skills
Asset Allocation, Asset Managment, Fixed Income, Investments, Retirement Planning, Strategic Financial..., Financial Analysis, Risk Management, Credit Analysis, Economics, Strategic Planning, Data Analysis, Market Research, Management Consulting, Microsoft Excel, Change Management, Series 63, Series 7, Team Leadership, Real Estate, Asset Management, Alternative Investments, Portfolio Management, Mutual Funds
Education
Bentley University 1988 — 1991
MBA, Finance, High Distinction
Saint Anselm College 1985 — 1988
BA, Business Administration, Cum Laude
MuniCrest Investment Management Company 2008 - Present
Boston Hill Advisors, LLC September 2006 - Present
Fidelity Investments 2003 - 2004
MFS Investment Management 1998 - 2003
Partners Healthcare System, inc. 1990 - 1998
Skills
Asset Allocation, Asset Managment, Fixed Income, Investments, Retirement Planning, Strategic Financial..., Financial Analysis, Risk Management, Credit Analysis, Economics, Strategic Planning, Data Analysis, Market Research, Management Consulting, Microsoft Excel, Change Management, Series 63, Series 7, Team Leadership, Real Estate, Asset Management, Alternative Investments, Portfolio Management, Mutual Funds
Education
Bentley University 1988 — 1991
MBA, Finance, High Distinction
Saint Anselm College 1985 — 1988
BA, Business Administration, Cum Laude
Peter Hughan, CIMA®'s MFS Investment Management Experience October 1999 - October 2002
Job Director 529 Sales at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments January 2013 - Present
John Hancock Investments January 2006 - January 2013
John Hancock Investments April 2003 - December 2005
MFS Investment Management October 1999 - October 2002
Skills
College Savings Plans, College Education..., 529 Plans, Asset Allocation, Retirement Planning, Mutual Funds, Asset Management, Series 6, Series 24, 401k, Financial Services, Investment Advisory, Securities, Wealth Management, Retirement, Alternative Investments, Series 63, Series 7, Investments
Education
Babson College - Franklin W. Olin Graduate School of Business 2010 — 2013
MBA, Corporate Finance Concentration
Hobart and William Smith Colleges 1995 — 1999
BA, Economics
John Hancock Investments January 2013 - Present
John Hancock Investments January 2006 - January 2013
John Hancock Investments April 2003 - December 2005
MFS Investment Management October 1999 - October 2002
Skills
College Savings Plans, College Education..., 529 Plans, Asset Allocation, Retirement Planning, Mutual Funds, Asset Management, Series 6, Series 24, 401k, Financial Services, Investment Advisory, Securities, Wealth Management, Retirement, Alternative Investments, Series 63, Series 7, Investments
Education
Babson College - Franklin W. Olin Graduate School of Business 2010 — 2013
MBA, Corporate Finance Concentration
Hobart and William Smith Colleges 1995 — 1999
BA, Economics
Serge Pierre-Louis II's MFS Investment Management Experience August 2012 - Present
Job Internal Wholesaler Mutual Funds at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management August 2012 - Present
Edward Jones October 2010 - August 2012
John Hancock Life Insurance Company (U.S.A.) September 2006 - October 2010
Skills
Retirement Planning, Life Insurance, Saving for Education, Investments
Education
Bentley University 2002 — 2006
BA, Marketing
MFS Investment Management August 2012 - Present
Edward Jones October 2010 - August 2012
John Hancock Life Insurance Company (U.S.A.) September 2006 - October 2010
Skills
Retirement Planning, Life Insurance, Saving for Education, Investments
Education
Bentley University 2002 — 2006
BA, Marketing
Linda (Smith) Fultz's MFS Investment Management Experience June 1993 - June 2000
Job Investment Management Administration and Client Relationship Management Professional
Industry Financial Services
Experience
Ultimus Fund Solutions, LLC August 2007 - January 2010
Fort Washington Investment Advisors August 2006 - August 2007
Grantham Mayo Van Otterloo 2003 - 2006
Deutsche Asset Management June 2000 - June 2003
MFS Investment Management June 1993 - June 2000
The Boston Company 1990 - 1993
Skills
Investments, Private Equity, Mutual Funds, Financial Analysis, Fund Administration, Asset Management, Securities, Due Diligence, Accounting, Equities, Financial Modeling, Valuation
Education
Bentley University 1986 — 1990
BS, Accountancy
Ultimus Fund Solutions, LLC August 2007 - January 2010
Fort Washington Investment Advisors August 2006 - August 2007
Grantham Mayo Van Otterloo 2003 - 2006
Deutsche Asset Management June 2000 - June 2003
MFS Investment Management June 1993 - June 2000
The Boston Company 1990 - 1993
Skills
Investments, Private Equity, Mutual Funds, Financial Analysis, Fund Administration, Asset Management, Securities, Due Diligence, Accounting, Equities, Financial Modeling, Valuation
Education
Bentley University 1986 — 1990
BS, Accountancy
Alison (Cunningham) O'Hare's MFS Investment Management Experience 1992 - 1998
Job Office Manager
Industry Accounting
Experience
CPA Firm September 2006 - June 2012
MFS Investment Management 1992 - 1998
Digital Equipment Corporation 1986 - 1992
Skills
Microsoft Excel, Event Planning, Customer Service, Nonprofits, Fundraising, Leadership, Sales, Team Building, Event Management, Marketing, Social Media, Account Management, Microsoft Office, Management
Education
Becker College 1984 — 1986
CPA Firm September 2006 - June 2012
MFS Investment Management 1992 - 1998
Digital Equipment Corporation 1986 - 1992
Skills
Microsoft Excel, Event Planning, Customer Service, Nonprofits, Fundraising, Leadership, Sales, Team Building, Event Management, Marketing, Social Media, Account Management, Microsoft Office, Management
Education
Becker College 1984 — 1986
Taylor Lierheimer's MFS Investment Management Experience June 2012 - August 2012
Job Retirement Plan Coordinator at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price October 2012 - Present
MFS Investment Management June 2012 - August 2012
MFS Investment Management August 2011 - June 2012
MFS Investment Management October 2009 - August 2011
Cooperstown Country Club July 2009 - October 2009
Friends of Dick Miller Campaign July 2009 - October 2009
MF Global June 2008 - August 2008
Skills
Microsoft Office, TA2000, DST, AWD, Customer Service, Problem Solving, Mentoring, Communication Skills, Research, Escalation Resolution, Time Management, Sensitive Information, Written Communication, Verbal Communication, Cost Basis
Education
Bentley University 2005 — 2009
Bachelors of Science, Finance
T. Rowe Price October 2012 - Present
MFS Investment Management June 2012 - August 2012
MFS Investment Management August 2011 - June 2012
MFS Investment Management October 2009 - August 2011
Cooperstown Country Club July 2009 - October 2009
Friends of Dick Miller Campaign July 2009 - October 2009
MF Global June 2008 - August 2008
Skills
Microsoft Office, TA2000, DST, AWD, Customer Service, Problem Solving, Mentoring, Communication Skills, Research, Escalation Resolution, Time Management, Sensitive Information, Written Communication, Verbal Communication, Cost Basis
Education
Bentley University 2005 — 2009
Bachelors of Science, Finance
Lynnette Butler's MFS Investment Management Experience December 1995 - August 2008
Job Asst Vice Preside t at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management December 1995 - August 2008
Skills
Microsoft Excel, Financial Analysis, Equities, Risk Management, Finance, PowerPoint, fluent in spanish
Education
Bentley University 1988 — 1992
BS in Finance, Finance
st. john's 1982 — 1988
st. john's 1982 — 1988
MFS Investment Management December 1995 - August 2008
Skills
Microsoft Excel, Financial Analysis, Equities, Risk Management, Finance, PowerPoint, fluent in spanish
Education
Bentley University 1988 — 1992
BS in Finance, Finance
st. john's 1982 — 1988
st. john's 1982 — 1988
Jim Conway's MFS Investment Management Experience 2014 - Present
Job Senior Project Manager at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management 2014 - Present
Simmons College 2013 - 2014
Director - IT at GMO Asset Management July 2006 - December 2011
Standish Mellon Asset Management May 1998 - June 2005
Verizon 1984 - 1997
Skills
Vendor Management, Financial Services, Investments, Management, Mutual Funds, Investment Management, Software Project..., Asset Managment, Hedge Funds, Derivatives, Trading Systems, Bloomberg, Capital Markets, Risk Management, Business Analysis, Integration, Relationship Management, Securities, Asset Management, IT Strategy, Operational Control, Mission Critical Systems, Data Warehousing, Enterprise Data..., Real Time Systems
Education
D'Amore-McKim School of Business at Northeastern University 1992 — 1994
MBA, Business
Bentley University 1982 — 1988
BS, Management
MFS Investment Management 2014 - Present
Simmons College 2013 - 2014
Director - IT at GMO Asset Management July 2006 - December 2011
Standish Mellon Asset Management May 1998 - June 2005
Verizon 1984 - 1997
Skills
Vendor Management, Financial Services, Investments, Management, Mutual Funds, Investment Management, Software Project..., Asset Managment, Hedge Funds, Derivatives, Trading Systems, Bloomberg, Capital Markets, Risk Management, Business Analysis, Integration, Relationship Management, Securities, Asset Management, IT Strategy, Operational Control, Mission Critical Systems, Data Warehousing, Enterprise Data..., Real Time Systems
Education
D'Amore-McKim School of Business at Northeastern University 1992 — 1994
MBA, Business
Bentley University 1982 — 1988
BS, Management
Kathleen Gillespie's MFS Investment Management Experience February 2009 - June 2012
Job Retired
Industry Financial Services
Experience
MFS Investment Management February 2009 - June 2012
Boston Financial Data Services October 1980 - May 2008
Skills
Financial Services, Series 63, Transfer Agency, Securities, Mutual Funds, Management, Quality Assurance, Recruiting, Series 6, Series 24, Leadership, Team Building, Human Resources, Coaching, Customer Service, Process Improvement, Vendor Management, Relationship Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2005 — 2006
Masters Certificate, Business Ethics
Northeastern University 1985 — 1987
N/A, Clinical Psychology
Stonehill College 1971 — 1975
B.A., History
MFS Investment Management February 2009 - June 2012
Boston Financial Data Services October 1980 - May 2008
Skills
Financial Services, Series 63, Transfer Agency, Securities, Mutual Funds, Management, Quality Assurance, Recruiting, Series 6, Series 24, Leadership, Team Building, Human Resources, Coaching, Customer Service, Process Improvement, Vendor Management, Relationship Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2005 — 2006
Masters Certificate, Business Ethics
Northeastern University 1985 — 1987
N/A, Clinical Psychology
Stonehill College 1971 — 1975
B.A., History
Alex Knapp, CFA's MFS Investment Management Experience July 2010 - January 2011
Job Investment Advisor at Ballentine Partners
Industry Investment Management
Experience
Ballentine Partners, LLC June 2012 - Present
Banco Santander June 2011 - June 2012
MFS Investment Management July 2010 - January 2011
Bedford Lending Corporation May 2007 - July 2010
MetLife Investors September 2008 - March 2009
Skills
Investments, Analysis, Private Equity, Competitive Analysis, Financial Analysis, Equities, Research, Data Analysis, Excel, Access, PowerPoint, Word, Market Analysis, Options, Equity Research, Capital Markets, Business Analysis, Writing, Equity Trading, Business Intelligence, Underwriting, Strategic Planning, Strategic Analysis
Education
Bentley University 2008 — 2011
Bachelor of Science, Finance
Rochester Institute of Technology 2006 — 2008
CHS
CHS
CHS
CHS
concord senior high school
Ballentine Partners, LLC June 2012 - Present
Banco Santander June 2011 - June 2012
MFS Investment Management July 2010 - January 2011
Bedford Lending Corporation May 2007 - July 2010
MetLife Investors September 2008 - March 2009
Skills
Investments, Analysis, Private Equity, Competitive Analysis, Financial Analysis, Equities, Research, Data Analysis, Excel, Access, PowerPoint, Word, Market Analysis, Options, Equity Research, Capital Markets, Business Analysis, Writing, Equity Trading, Business Intelligence, Underwriting, Strategic Planning, Strategic Analysis
Education
Bentley University 2008 — 2011
Bachelor of Science, Finance
Rochester Institute of Technology 2006 — 2008
CHS
CHS
CHS
CHS
concord senior high school
Magaly Alvarez Calderon's MFS Investment Management Experience July 2007 - May 2010
Job Meetings and Special Events Manager at Ritz Carlton
Industry Hospitality
Experience
The Ritz-Carlton Hotel Company L.L.C. April 2014 - Present
Marriott International January 2013 - April 2014
Marriott International January 2012 - January 2013
Marriott International September 2010 - January 2012
MFS Investment Management July 2007 - May 2010
Banco de Credito del Peru June 2006 - August 2006
Skills
Social Media, Event Planning, Event Management, Microsoft Excel, PowerPoint, Microsoft Office, Outlook, Microsoft Word, Spanish, Customer Service, Facebook, Team Building
Education
Bentley University 2003 — 2007
Bachelor, Managerial Economics, International Business, Italian
The Ritz-Carlton Hotel Company L.L.C. April 2014 - Present
Marriott International January 2013 - April 2014
Marriott International January 2012 - January 2013
Marriott International September 2010 - January 2012
MFS Investment Management July 2007 - May 2010
Banco de Credito del Peru June 2006 - August 2006
Skills
Social Media, Event Planning, Event Management, Microsoft Excel, PowerPoint, Microsoft Office, Outlook, Microsoft Word, Spanish, Customer Service, Facebook, Team Building
Education
Bentley University 2003 — 2007
Bachelor, Managerial Economics, International Business, Italian
Jim Fereday, CRPC's MFS Investment Management Experience August 2004 - September 2006
Job Financial Advisor at Woodbury Financial Services
Industry Investment Management
Experience
Woodbury Financial Services February 2014 - Present
Nationwide Securites June 2009 - February 2014
Oppenheimer Funds September 2006 - August 2009
MFS Investment Management August 2004 - September 2006
AIM Trimark Investments August 2000 - August 2004
Chase August 1995 - August 2000
Skills
Investments, Retirement Planning, Mutual Funds, Series 7, Series 63, Asset Allocation, Separately Managed..., Wealth Management, Alternative Investments, Retirement, Finance, Estate Planning, Asset Management, Management
Education
Baylor University 1991 — 1995
BBA, Marketing & International Business
Woodbury Financial Services February 2014 - Present
Nationwide Securites June 2009 - February 2014
Oppenheimer Funds September 2006 - August 2009
MFS Investment Management August 2004 - September 2006
AIM Trimark Investments August 2000 - August 2004
Chase August 1995 - August 2000
Skills
Investments, Retirement Planning, Mutual Funds, Series 7, Series 63, Asset Allocation, Separately Managed..., Wealth Management, Alternative Investments, Retirement, Finance, Estate Planning, Asset Management, Management
Education
Baylor University 1991 — 1995
BBA, Marketing & International Business
Rich Cawthorne's MFS Investment Management Experience 1999 - 2003
Job President at Alpha Pension Group
Industry Financial Services
Experience
Alpha Pension Group December 2003 - Present
MFS Investment Management 1999 - 2003
Skills
Mutual Funds, 401k, Series 63, Series 7, Retirement, Customer Service, Retirement Planning, Investments, Risk Management
Education
Bentley University 1995 — 1999
BS, Finance
Suffolk University
MBA
Alpha Pension Group December 2003 - Present
MFS Investment Management 1999 - 2003
Skills
Mutual Funds, 401k, Series 63, Series 7, Retirement, Customer Service, Retirement Planning, Investments, Risk Management
Education
Bentley University 1995 — 1999
BS, Finance
Suffolk University
MBA
Siobhan Acheson's MFS Investment Management Experience 1998 - Present
Job Director, Consultant Relations at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management 1998 - Present
Education
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (M.B.A.)
Trinity College, Dublin
Bachelor's Degree
MFS Investment Management 1998 - Present
Education
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (M.B.A.)
Trinity College, Dublin
Bachelor's Degree
Lisa Morrissey's MFS Investment Management Experience September 1991 - May 2003
Job Financial Analyst, Aurora Financial Advisors LLC
Industry Financial Services
Experience
Aurora Financial Advisors LLC April 2012 - Present
Raymond James & Associates, Inc March 2011 - May 2012
LRMCORP February 2010 - March 2011
Innovative Quant Solutions 2007 - 2010
MFS Investment Management September 1991 - May 2003
Digital Equipment Corporation 1987 - 1991
Skills
Investments, Securities, Equities, Retirement Planning, Strategic Financial..., Asset Management, Alternative Investments, Wealth Management, Series 7, Series 66, Financial Planning, Mutual Funds, Asset Allocation, Bloomberg, Factset, Financial Analysis, Visual Basic, Programming, SAS programming, MatLab
Education
Babson College - Franklin W. Olin Graduate School of Business 1987 — 1993
MBA, Finance
University of Vermont 1980 — 1984
BSEE, Electrical Engineering
Aurora Financial Advisors LLC April 2012 - Present
Raymond James & Associates, Inc March 2011 - May 2012
LRMCORP February 2010 - March 2011
Innovative Quant Solutions 2007 - 2010
MFS Investment Management September 1991 - May 2003
Digital Equipment Corporation 1987 - 1991
Skills
Investments, Securities, Equities, Retirement Planning, Strategic Financial..., Asset Management, Alternative Investments, Wealth Management, Series 7, Series 66, Financial Planning, Mutual Funds, Asset Allocation, Bloomberg, Factset, Financial Analysis, Visual Basic, Programming, SAS programming, MatLab
Education
Babson College - Franklin W. Olin Graduate School of Business 1987 — 1993
MBA, Finance
University of Vermont 1980 — 1984
BSEE, Electrical Engineering
Kathy Frey's MFS Investment Management Experience November 2013 - Present
Job EPMO Project Manager at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management November 2013 - Present
PanAgora Asset Management April 2012 - November 2013
State Street Bank September 2011 - November 2011
BNY Mellon July 1996 - January 2011
Supervised Service Co (Kemper) / MAS 1990 - 1996
Putnam Investments 1986 - 1989
Harvard Cooperative Society / "The Harvard Coop" 1980 - 1986
Skills
Business Analysis, Vendor Management, Portfolio Management, Risk Management, Software Documentation, Asset Managment, Training, Project Management, Management, Financial Services, SDLC, Banking, Analysis, Asset Management, Account Management, Consulting, Process Improvement, Requirements Gathering, Auditing, Change Management, Business Process..., Visio, Leadership, Testing
Education
Bentley University 1978 — 1980
BA, Management / Behavioral Sciences
Westfield State University 1976 — 1978
Liberal Arts
MFS Investment Management November 2013 - Present
PanAgora Asset Management April 2012 - November 2013
State Street Bank September 2011 - November 2011
BNY Mellon July 1996 - January 2011
Supervised Service Co (Kemper) / MAS 1990 - 1996
Putnam Investments 1986 - 1989
Harvard Cooperative Society / "The Harvard Coop" 1980 - 1986
Skills
Business Analysis, Vendor Management, Portfolio Management, Risk Management, Software Documentation, Asset Managment, Training, Project Management, Management, Financial Services, SDLC, Banking, Analysis, Asset Management, Account Management, Consulting, Process Improvement, Requirements Gathering, Auditing, Change Management, Business Process..., Visio, Leadership, Testing
Education
Bentley University 1978 — 1980
BA, Management / Behavioral Sciences
Westfield State University 1976 — 1978
Liberal Arts
Derisee Herbert's MFS Investment Management Experience July 2014 - Present
Job Resource & Demand Manager Enterprise Program Management
Industry Financial Services
Experience
MFS Investment Management July 2014 - Present
State Street November 2011 - July 2014
Wipro Technologies November 2011 - July 2014
Citi 2002 - 2010
Skills
Derivatives, Settlement, Bloomberg, SWIFT payments, Back Office, Resource Management, Resource Allocation, Onboarding, Project Portfolio..., Project Coordination, Relationship Management, Budget Forecasts, Operations Management, IQ Navigator, SharePoint, JIRA, Fixed Income, Equities, Vendor Management, Project Management, PMO, Team Leadership
Education
Strayer University
MBA, Management
Baruch College, City University of New York (CUNY)
BBA, Finance
Borough of Manhattan Community College
Associate's Degree, Business Administration and Management, General
MFS Investment Management July 2014 - Present
State Street November 2011 - July 2014
Wipro Technologies November 2011 - July 2014
Citi 2002 - 2010
Skills
Derivatives, Settlement, Bloomberg, SWIFT payments, Back Office, Resource Management, Resource Allocation, Onboarding, Project Portfolio..., Project Coordination, Relationship Management, Budget Forecasts, Operations Management, IQ Navigator, SharePoint, JIRA, Fixed Income, Equities, Vendor Management, Project Management, PMO, Team Leadership
Education
Strayer University
MBA, Management
Baruch College, City University of New York (CUNY)
BBA, Finance
Borough of Manhattan Community College
Associate's Degree, Business Administration and Management, General
Dennis Arsenault's MFS Investment Management Experience 2000 - 2006
Job Lead Technical Analyst at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2011 - Present
Citi 2008 - 2011
BNY/Mellon 2007 - 2008
MFS Investment Management 2000 - 2006
Fidelity Investments 1995 - 2000
Skills
Asset Management, Asset Managment, Financial Services, Derivatives, Risk Management, Mutual Funds, Securities, Equities, Fixed Income, Portfolio Management, Hedge Funds, Financial Analysis, Trading Systems, Bloomberg, Options, SDLC, Business Analysis, Requirements Gathering, Business Process
Education
Bentley University 1986 — 1990
Master of Science (M.S.), Computer Information systems
Bentley University 1977 — 1980
BS, Accounting
Ameriprise Financial Services, Inc. September 2011 - Present
Citi 2008 - 2011
BNY/Mellon 2007 - 2008
MFS Investment Management 2000 - 2006
Fidelity Investments 1995 - 2000
Skills
Asset Management, Asset Managment, Financial Services, Derivatives, Risk Management, Mutual Funds, Securities, Equities, Fixed Income, Portfolio Management, Hedge Funds, Financial Analysis, Trading Systems, Bloomberg, Options, SDLC, Business Analysis, Requirements Gathering, Business Process
Education
Bentley University 1986 — 1990
Master of Science (M.S.), Computer Information systems
Bentley University 1977 — 1980
BS, Accounting
Michelle Shattuck's MFS Investment Management Experience September 2010 - Present
Job Financial Reporting Analyst at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management September 2010 - Present
Education
Bentley College 1989 — 1992
Bachelor of Science (BS), Accounting
Roger Williams University 1988 — 1989
MFS Investment Management September 2010 - Present
Education
Bentley College 1989 — 1992
Bachelor of Science (BS), Accounting
Roger Williams University 1988 — 1989
Caraann Papavasiliou's MFS Investment Management Experience 1995 - 1999
Job Special Education Instructional Assistant at Westwood Public Schools
Industry Financial Services
Experience
Westwood Public Schools September 2014 - Present
Westwood School District September 2013 - Present
MFS Investment Management 1995 - 1999
Skills
Financial Modeling, Finance, Financial Reporting, Accounting, Financial Accounting, Due Diligence, Event Management, Customer Service, Time Management, Public Relations
Education
Bentley University 1988 — 1992
Bachelor of Science (BS), Accounting and Finance
Westwood Public Schools September 2014 - Present
Westwood School District September 2013 - Present
MFS Investment Management 1995 - 1999
Skills
Financial Modeling, Finance, Financial Reporting, Accounting, Financial Accounting, Due Diligence, Event Management, Customer Service, Time Management, Public Relations
Education
Bentley University 1988 — 1992
Bachelor of Science (BS), Accounting and Finance
Michael Brilliant's MFS Investment Management Experience September 2014 - Present
Job AVP Manager of Performance and Attribution
Industry Financial Services
Experience
MFS Investment Management September 2014 - Present
Pioneer Investments May 2008 - August 2014
Bank of America / Columbia Management June 2003 - May 2008
SSgA May 1999 - June 2003
Skills
Performance Measurement, Performance Attribution, Financial Reporting, Asset Managment, Risk Reporting, Security Master File, Financial Markets, Asset Management, Bloomberg, Fixed Income, Alternative Investments, Equities
Education
Bentley University 1998 — 2002
Master of Business Administration (M.B.A.), Finance
University of Massachusetts Dartmouth 1989 — 1993
Bachelor's degree, Accounting
MFS Investment Management September 2014 - Present
Pioneer Investments May 2008 - August 2014
Bank of America / Columbia Management June 2003 - May 2008
SSgA May 1999 - June 2003
Skills
Performance Measurement, Performance Attribution, Financial Reporting, Asset Managment, Risk Reporting, Security Master File, Financial Markets, Asset Management, Bloomberg, Fixed Income, Alternative Investments, Equities
Education
Bentley University 1998 — 2002
Master of Business Administration (M.B.A.), Finance
University of Massachusetts Dartmouth 1989 — 1993
Bachelor's degree, Accounting
Jim Polk's MFS Investment Management Experience January 1994 - May 1998
Job Portfolio Manager at Putnam Investments
Industry Financial Services
Experience
Putnam Investments June 1998 - Present
MFS Investment Management January 1994 - May 1998
Education
Babson College - Franklin W. Olin Graduate School of Business 1989 — 1991
Master of Business Administration (MBA), Finance and Financial Management Services
Colby College 1981 — 1985
Bachelor of Arts (BA), English Language and Literature, General
Germantown Friends School
Putnam Investments June 1998 - Present
MFS Investment Management January 1994 - May 1998
Education
Babson College - Franklin W. Olin Graduate School of Business 1989 — 1991
Master of Business Administration (MBA), Finance and Financial Management Services
Colby College 1981 — 1985
Bachelor of Arts (BA), English Language and Literature, General
Germantown Friends School
Joseph Zelic's MFS Investment Management Experience December 2000 - Present
Job Domestic Tax Director MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management December 2000 - Present
Pioneer Investments December 1994 - December 2000
Skills
Corporate Tax Compliance, Income Tax Accounting, State Income Tax Audits, Tax Research, Accounting, Financial Analysis, Income Tax
Education
Bentley University 1995 — 1998
Master's degree, Taxation
University of Massachusetts at Lowell 1990 — 1994
Bachelor of Science (BS), Accounting
MFS Investment Management December 2000 - Present
Pioneer Investments December 1994 - December 2000
Skills
Corporate Tax Compliance, Income Tax Accounting, State Income Tax Audits, Tax Research, Accounting, Financial Analysis, Income Tax
Education
Bentley University 1995 — 1998
Master's degree, Taxation
University of Massachusetts at Lowell 1990 — 1994
Bachelor of Science (BS), Accounting
Cindie Champagne's MFS Investment Management Experience February 2014 - April 2014
Job Data Analyst II at Lifespan
Industry Warehousing
Experience
Lifespan April 2015 - Present
United Natural Foods April 2014 - April 2015
MFS Investment Management February 2014 - April 2014
Shawmut Corporation March 2013 - December 2013
BTM Capital Corporation 1997 - 1999
BTM Capital Corporation 1997 - 1999
Skills
Microsoft Office, Healthcare, Crystal Reports, SDLC, Microsoft SQL Server, ERP, Enterprise Software, Business Analysis, Management, Process Improvement, Software Documentation, Visio, Analysis, Requirements Analysis, SQL
Education
Bentley University 2000 — 2002
Master MSCIS, Business/IT
Bridgwater State College 1995 — 1996
Bachelor's degree, MIS
Lifespan April 2015 - Present
United Natural Foods April 2014 - April 2015
MFS Investment Management February 2014 - April 2014
Shawmut Corporation March 2013 - December 2013
BTM Capital Corporation 1997 - 1999
BTM Capital Corporation 1997 - 1999
Skills
Microsoft Office, Healthcare, Crystal Reports, SDLC, Microsoft SQL Server, ERP, Enterprise Software, Business Analysis, Management, Process Improvement, Software Documentation, Visio, Analysis, Requirements Analysis, SQL
Education
Bentley University 2000 — 2002
Master MSCIS, Business/IT
Bridgwater State College 1995 — 1996
Bachelor's degree, MIS
Karen Salvatelli's MFS Investment Management Experience February 1995 - Present
Job Corporate Tax Manager at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management February 1995 - Present
Putnam Investments February 1992 - February 1995
Skills
Accounting, Corporate Tax
Education
Bryant College 1987 — 1991
Bachelor of Science (B.S.), Accounting
Bentley University
Master of Science (M.S.), Taxation
MFS Investment Management February 1995 - Present
Putnam Investments February 1992 - February 1995
Skills
Accounting, Corporate Tax
Education
Bryant College 1987 — 1991
Bachelor of Science (B.S.), Accounting
Bentley University
Master of Science (M.S.), Taxation
James Corkum's MFS Investment Management Experience July 1995 - Present
Job VP and Senior Financial Reporting Manager at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management July 1995 - Present
Skills
Mutual Funds, Equities, Financial Analysis, Financial Reporting, Financial Modeling
Education
Bentley University
MFS Investment Management July 1995 - Present
Skills
Mutual Funds, Equities, Financial Analysis, Financial Reporting, Financial Modeling
Education
Bentley University
Albanelly Diaz's MFS Investment Management Experience February 2012 - Present
Job
Industry Investment Management
Experience
MFS Investment Management February 2012 - Present
PwC September 2007 - February 2012
PwC 2007 - 2012
Skills
Auditing, Accounting, Internal Controls, Financial Reporting, Financial Accounting, External Audit, Internal Audit, IFRS, Financial Analysis, Tax
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2008
Master's degree, Accounting
Bentley University 2003 — 2007
Accounting and Finance
MFS Investment Management February 2012 - Present
PwC September 2007 - February 2012
PwC 2007 - 2012
Skills
Auditing, Accounting, Internal Controls, Financial Reporting, Financial Accounting, External Audit, Internal Audit, IFRS, Financial Analysis, Tax
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2008
Master's degree, Accounting
Bentley University 2003 — 2007
Accounting and Finance
Vanessa Tu's MFS Investment Management Experience January 2006 - Present
Job Performance Team Leader at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management January 2006 - Present
Skills
GIPS Compliance, Accounting, Performance Measurement
Education
Bentley University
Master’s Degree, Finance, General
Bentley University 1992 — 1996
Bachelor’s Degree, Accounting
MFS Investment Management January 2006 - Present
Skills
GIPS Compliance, Accounting, Performance Measurement
Education
Bentley University
Master’s Degree, Finance, General
Bentley University 1992 — 1996
Bachelor’s Degree, Accounting
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group