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
Daniel Skolochenko Daniel Skolochenko's MFS Investment Management Experience January 1999 - 2005
Job Fixed Income Portfolio Manager/Trader at Atlantic Trust
Industry Investment Management
Experience
Atlantic Trust 2005 - Present
The Boston Company 2005 - 2005
MFS Investment Management January 1999 - 2005
Skills
Asset Management, Bloomberg, Investment Strategies, Portfolio Management, Asset Allocation, Fixed Income, Bonds, Excel, Trading, Investment Management, Mutual Funds, Investments, Wealth Management, Wealth Management..., Bloomberg Terminal, Fixed Income Analysis, High Net Worth..., Hedging
Education
Boston College - Carroll School of Management 2002 — 2004
MS, Finance
University of North Carolina at Greensboro 1993 — 1997
BS, Financial Economics
Atlantic Trust 2005 - Present
The Boston Company 2005 - 2005
MFS Investment Management January 1999 - 2005
Skills
Asset Management, Bloomberg, Investment Strategies, Portfolio Management, Asset Allocation, Fixed Income, Bonds, Excel, Trading, Investment Management, Mutual Funds, Investments, Wealth Management, Wealth Management..., Bloomberg Terminal, Fixed Income Analysis, High Net Worth..., Hedging
Education
Boston College - Carroll School of Management 2002 — 2004
MS, Finance
University of North Carolina at Greensboro 1993 — 1997
BS, Financial Economics
Jonathan Reyes, MBA, Esq.'s MFS Investment Management Experience September 2008 - July 2010
Job Investment Analyst at FlashFunders
Industry Entertainment
Experience
FlashFunders June 2015 - Present
Independent Consulting September 2013 - Present
The Weinstein Company September 2013 - December 2013
ROAR April 2013 - August 2013
William Morris Endeavor May 2012 - August 2012
Indomitable Entertainment March 2012 - May 2012
Talkback Thames June 2011 - July 2011
MFS Investment Management September 2008 - July 2010
Skills
Licensing, Entertainment Law, Entrepreneurship, Legal Research, Agency Agreements, Business Strategy, Private Equity, Marketing, Brand Development, Brand Management, Entertainment, Finance, Budgets, Research, Strategy, Public Speaking, Financial Modeling, Financial Analysis
Education
Pepperdine University School of Law 2011 — 2014
Doctor of Law (JD)
Pepperdine University, The George L. Graziadio School of Business and Management 2012 — 2013
Master of Business Administration (M.B.A.)
Boston College - Carroll School of Management 2004 — 2008
Bachelor of Science (BS), Marketing, Management & Leadership, Human Resource Management
FlashFunders June 2015 - Present
Independent Consulting September 2013 - Present
The Weinstein Company September 2013 - December 2013
ROAR April 2013 - August 2013
William Morris Endeavor May 2012 - August 2012
Indomitable Entertainment March 2012 - May 2012
Talkback Thames June 2011 - July 2011
MFS Investment Management September 2008 - July 2010
Skills
Licensing, Entertainment Law, Entrepreneurship, Legal Research, Agency Agreements, Business Strategy, Private Equity, Marketing, Brand Development, Brand Management, Entertainment, Finance, Budgets, Research, Strategy, Public Speaking, Financial Modeling, Financial Analysis
Education
Pepperdine University School of Law 2011 — 2014
Doctor of Law (JD)
Pepperdine University, The George L. Graziadio School of Business and Management 2012 — 2013
Master of Business Administration (M.B.A.)
Boston College - Carroll School of Management 2004 — 2008
Bachelor of Science (BS), Marketing, Management & Leadership, Human Resource Management
Rosemary Murphy Rosemary Murphy's MFS Investment Management Experience July 2000 - January 2011
Job Director of Learning & Development Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments, US January 2011 - Present
MFS Investment Management July 2000 - January 2011
Education
University of Massachusetts, Amherst
Boston College
MS
Columbia Threadneedle Investments, US January 2011 - Present
MFS Investment Management July 2000 - January 2011
Education
University of Massachusetts, Amherst
Boston College
MS
Harry Shea's MFS Investment Management Experience June 1994 - June 1995
Job Consultant
Industry Financial Services
Experience
Self-employed July 1995 - Present
MFS Investment Management June 1994 - June 1995
Boston Financial Data Services June 1984 - June 1994
Commonwealth of Massachusetts July 1981 - June 1984
Skills
Finance, Organizational..., Project Management, Business Development, Staff Development, Strategic Planning, Manage Client...
Education
Boston College 1962 — 1966
Bachelor of Science (B.S.), Business Administration and Management, General
Self-employed July 1995 - Present
MFS Investment Management June 1994 - June 1995
Boston Financial Data Services June 1984 - June 1994
Commonwealth of Massachusetts July 1981 - June 1984
Skills
Finance, Organizational..., Project Management, Business Development, Staff Development, Strategic Planning, Manage Client...
Education
Boston College 1962 — 1966
Bachelor of Science (B.S.), Business Administration and Management, General
Robert Marren Robert Marren's MFS Investment Management Experience September 2015 - Present
Job Equity Research Associate at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management September 2015 - Present
Sterling Partners June 2014 - August 2014
Graham-Pelton Consulting, Inc. July 2013 - September 2013
Skills
Teamwork, PowerPoint, Microsoft Excel, Microsoft Office, Financial Modeling, Financial Analysis, Microsoft Word, Social Media, Data Analysis, Higher Education, Psychology, Valuation, Social Psychology, Technology, Private Equity, Finance, Financial Accounting, Nonprofits, Ice Hockey, Lacrosse, Investments, Salesforce.com, Value Investing, Equity Research, Equity Research Analysis, Investment Management, Capital Markets, Equity Capital Markets, Corporate Finance, Oil
Education
Boston College 2011 — 2015
Bachelor's Degree, Psychology
Vanderbilt University - Owen Graduate School of Management 2013 — 2013
Accelerator Summer Business Institute
New Trier High School 2007 — 2011
MFS Investment Management September 2015 - Present
Sterling Partners June 2014 - August 2014
Graham-Pelton Consulting, Inc. July 2013 - September 2013
Skills
Teamwork, PowerPoint, Microsoft Excel, Microsoft Office, Financial Modeling, Financial Analysis, Microsoft Word, Social Media, Data Analysis, Higher Education, Psychology, Valuation, Social Psychology, Technology, Private Equity, Finance, Financial Accounting, Nonprofits, Ice Hockey, Lacrosse, Investments, Salesforce.com, Value Investing, Equity Research, Equity Research Analysis, Investment Management, Capital Markets, Equity Capital Markets, Corporate Finance, Oil
Education
Boston College 2011 — 2015
Bachelor's Degree, Psychology
Vanderbilt University - Owen Graduate School of Management 2013 — 2013
Accelerator Summer Business Institute
New Trier High School 2007 — 2011
Stephen Alibrandi's MFS Investment Management Experience October 2012 - Present
Job Internal Wholesaler at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management October 2012 - Present
Cushman & Wakefield June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Skills
Series 63, Series 6, Mutual Funds, Securities, Investments, Asset Allocation, Alternative Investments, FINRA, Fixed Annuities, Variable Annuities, Microsoft Excel, PowerPoint, Microsoft Office, Financial Services, Fixed Income, Risk Management, Wealth Management, Bloomberg
Education
Boston College 2008 — 2012
Bachelor of Arts (B.A.), Economics
Boston College High School 2005 — 2008
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (M.B.A), Finance, General
MFS Investment Management October 2012 - Present
Cushman & Wakefield June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Skills
Series 63, Series 6, Mutual Funds, Securities, Investments, Asset Allocation, Alternative Investments, FINRA, Fixed Annuities, Variable Annuities, Microsoft Excel, PowerPoint, Microsoft Office, Financial Services, Fixed Income, Risk Management, Wealth Management, Bloomberg
Education
Boston College 2008 — 2012
Bachelor of Arts (B.A.), Economics
Boston College High School 2005 — 2008
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (M.B.A), Finance, General
David Mollo David Mollo's MFS Investment Management Experience June 1999 - April 2002
Job Director, Sales and Service Strategy at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Fidelity Investments July 2014 - June 2015
New York Life Insurance Company September 2013 - July 2014
Sun Life Financial January 2013 - September 2013
Sun Life Financial September 2011 - January 2013
Sun Life Financial October 2004 - September 2011
Sun Life Financial Distributors April 2002 - October 2004
MFS Investment Management June 1999 - April 2002
Merrill Lynch September 1993 - June 1999
Keyport Life Insurance Company November 1991 - September 1993
Skills
Insurance, Project Management, Investments, Series 6, Series 7, Series 63, Process Improvement, Analysis, Financial Services, Leadership, Management, Relationship Management, Risk Management, Strategy
Education
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 2000
MBA, Finance, Marketing
University of Rhode Island 1986 — 1991
Bachelor's, Journalism, Public Relations
Fidelity Investments June 2015 - Present
Fidelity Investments July 2014 - June 2015
New York Life Insurance Company September 2013 - July 2014
Sun Life Financial January 2013 - September 2013
Sun Life Financial September 2011 - January 2013
Sun Life Financial October 2004 - September 2011
Sun Life Financial Distributors April 2002 - October 2004
MFS Investment Management June 1999 - April 2002
Merrill Lynch September 1993 - June 1999
Keyport Life Insurance Company November 1991 - September 1993
Skills
Insurance, Project Management, Investments, Series 6, Series 7, Series 63, Process Improvement, Analysis, Financial Services, Leadership, Management, Relationship Management, Risk Management, Strategy
Education
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 2000
MBA, Finance, Marketing
University of Rhode Island 1986 — 1991
Bachelor's, Journalism, Public Relations
Elizabeth Sletzinger's MFS Investment Management Experience August 2015 - Present
Job Senior Corporate Actions Specialist at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management August 2015 - Present
MFS Investment Management August 2011 - Present
MFS Investment Management March 2011 - August 2011
MFS Investment Management June 2008 - March 2011
Skills
Bloomberg, Microsoft Excel, Microsoft Office, Microsoft Word
Education
Boston College 2014 — 2017
Master of Business Administration (MBA)
Boston College 2004 — 2008
BA, International Studies
MFS Investment Management August 2015 - Present
MFS Investment Management August 2011 - Present
MFS Investment Management March 2011 - August 2011
MFS Investment Management June 2008 - March 2011
Skills
Bloomberg, Microsoft Excel, Microsoft Office, Microsoft Word
Education
Boston College 2014 — 2017
Master of Business Administration (MBA)
Boston College 2004 — 2008
BA, International Studies
Laura Levesque Laura Levesque's MFS Investment Management Experience May 2010 - June 2015
Job Sr. Investment Product Analyst at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management May 2010 - June 2015
New Balance June 2009 - January 2010
Chadwick Martin Bailey May 2008 - February 2009
MFS Investment Management January 2007 - June 2007
MFS Investment Management August 2002 - December 2006
Skills
Level 3 CFA Candidate..., Data Analysis, Strategy, Microsoft Office..., Investments, Investment Strategies, Mutual Funds, Asset Allocation, Equities, Financial Modeling, Microsoft Excel, Financial Analysis, Asset Management, Portfolio Management, Capital Markets, Finance, Qualitative Research, Analytics, MATLAB experience, VBA Programming..., Business Strategy, Competitive Analysis, Market Research, Due Diligence, Factset (7+ Years..., eVestment Alliance, Product Development, Marketing, PowerPoint, Microsoft Office
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2009
MBA, Business
Syracuse University 1995 — 2000
B.S., Finance
Sliver Lake Regional High School
MFS Investment Management May 2010 - June 2015
New Balance June 2009 - January 2010
Chadwick Martin Bailey May 2008 - February 2009
MFS Investment Management January 2007 - June 2007
MFS Investment Management August 2002 - December 2006
Skills
Level 3 CFA Candidate..., Data Analysis, Strategy, Microsoft Office..., Investments, Investment Strategies, Mutual Funds, Asset Allocation, Equities, Financial Modeling, Microsoft Excel, Financial Analysis, Asset Management, Portfolio Management, Capital Markets, Finance, Qualitative Research, Analytics, MATLAB experience, VBA Programming..., Business Strategy, Competitive Analysis, Market Research, Due Diligence, Factset (7+ Years..., eVestment Alliance, Product Development, Marketing, PowerPoint, Microsoft Office
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2009
MBA, Business
Syracuse University 1995 — 2000
B.S., Finance
Sliver Lake Regional High School
David Steck's MFS Investment Management Experience September 1988 - June 1997
Job Head of Global Markets Senior Client Relationship Management, Americas at Nomura Securities
Industry Financial Services
Experience
Read Ahead June 2014 - Present
The Browning School September 2013 - Present
Nomura Securit June 2012 - Present
Nomura September 2009 - Present
Nomura Securities September 2009 - July 2012
Deutsche Bank June 1997 - June 2009
MFS Investment Management September 1988 - June 1997
Skills
FX Options, Derivatives, Hedge Funds, Equities, Trading, Bloomberg, Structured Products, Investment Banking, Financial Markets, Electronic Trading, Options, Swaps, Alternative Investments, Bonds, Emerging Markets, Prime Brokerage, Interest Rate..., Equity Trading, Series 7, FX trading, Series 63, Portfolio Management, Foreign Exchange, Currency, Investments, Hedging, Bloomberg Terminal, Investment Strategies, Investment Management, Back Office, Fixed Income, Securities, Credit Derivatives, Asset Management, Trading Systems, Equity Derivatives, Proprietary Trading, Private Equity, Commodity, Capital Markets
Education
Boston College - Wallace E. Carroll Graduate School of Management 1992 — 1995
MS, Finance
Boston College 1984 — 1988
BS, Marketing
Read Ahead June 2014 - Present
The Browning School September 2013 - Present
Nomura Securit June 2012 - Present
Nomura September 2009 - Present
Nomura Securities September 2009 - July 2012
Deutsche Bank June 1997 - June 2009
MFS Investment Management September 1988 - June 1997
Skills
FX Options, Derivatives, Hedge Funds, Equities, Trading, Bloomberg, Structured Products, Investment Banking, Financial Markets, Electronic Trading, Options, Swaps, Alternative Investments, Bonds, Emerging Markets, Prime Brokerage, Interest Rate..., Equity Trading, Series 7, FX trading, Series 63, Portfolio Management, Foreign Exchange, Currency, Investments, Hedging, Bloomberg Terminal, Investment Strategies, Investment Management, Back Office, Fixed Income, Securities, Credit Derivatives, Asset Management, Trading Systems, Equity Derivatives, Proprietary Trading, Private Equity, Commodity, Capital Markets
Education
Boston College - Wallace E. Carroll Graduate School of Management 1992 — 1995
MS, Finance
Boston College 1984 — 1988
BS, Marketing
Matthew Whitbread, CFA, CAIA, FRM's MFS Investment Management Experience November 2000 - March 2006
Job Investment Manager at Baring Asset Management
Industry Financial Services
Experience
Baring Asset Management November 2011 - Present
FundQuest August 2008 - November 2011
Pyramis Global Advisors March 2006 - August 2008
MFS Investment Management November 2000 - March 2006
Investors Bank & Trust September 1999 - November 2000
Skills
Portfolio Management, Investments, Mutual Funds, Equity Research, Equities, Asset Management, Fixed Income, Alternative Investments, Hedge Funds, Asset Allocation, Bloomberg, Investment Management, Investment Strategies, Wealth Management, Derivatives, Valuation, Financial Modeling, Capital Markets, Bonds, Financial Markets
Education
Boston College - Carroll School of Management 1995 — 1999
BS, Economics & Finance
Baring Asset Management November 2011 - Present
FundQuest August 2008 - November 2011
Pyramis Global Advisors March 2006 - August 2008
MFS Investment Management November 2000 - March 2006
Investors Bank & Trust September 1999 - November 2000
Skills
Portfolio Management, Investments, Mutual Funds, Equity Research, Equities, Asset Management, Fixed Income, Alternative Investments, Hedge Funds, Asset Allocation, Bloomberg, Investment Management, Investment Strategies, Wealth Management, Derivatives, Valuation, Financial Modeling, Capital Markets, Bonds, Financial Markets
Education
Boston College - Carroll School of Management 1995 — 1999
BS, Economics & Finance
Darlene Anderson's MFS Investment Management Experience November 2004 - August 2007
Job Senior VicePresident at John Hancock Investments
Industry Investment Management
Experience
John Hancock Investments September 2007 - Present
MFS Investment Management November 2004 - August 2007
Evergreen Investments July 1997 - November 2004
Scudder Investments July 1994 - June 1997
PwC August 1990 - June 1994
Skills
Mutual Funds, Hedge Funds, Tax, Financial Reporting, Valuation, Mergers & Acquisitions, Expenses, Accounting, Dividends, Fund Administration, SEC filings, Asset Management, Securities, Private Equity, Cash Management, Financial Services, Financial Analysis
Education
Boston College 1986 — 1990
Bachelor of Science (B.S.), Accounting
John Hancock Investments September 2007 - Present
MFS Investment Management November 2004 - August 2007
Evergreen Investments July 1997 - November 2004
Scudder Investments July 1994 - June 1997
PwC August 1990 - June 1994
Skills
Mutual Funds, Hedge Funds, Tax, Financial Reporting, Valuation, Mergers & Acquisitions, Expenses, Accounting, Dividends, Fund Administration, SEC filings, Asset Management, Securities, Private Equity, Cash Management, Financial Services, Financial Analysis
Education
Boston College 1986 — 1990
Bachelor of Science (B.S.), Accounting
Amy Leathe's MFS Investment Management Experience June 2013 - Present
Job Consumer Research Manager at MFS Investment Management
Industry Market Research
Experience
MFS Investment Management June 2013 - Present
Chadwick Martin Bailey March 2010 - May 2013
Chadwick Martin Bailey June 2008 - March 2010
TDC May 2006 - May 2008
Bedford/ St. Martin's 2004 - 2006
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2012
MBA
Kenyon College 2000 — 2004
Bachelor of Arts
MFS Investment Management June 2013 - Present
Chadwick Martin Bailey March 2010 - May 2013
Chadwick Martin Bailey June 2008 - March 2010
TDC May 2006 - May 2008
Bedford/ St. Martin's 2004 - 2006
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2012
MBA
Kenyon College 2000 — 2004
Bachelor of Arts
Bill Holtham's MFS Investment Management Experience November 2005 - March 2008
Job Senior Sales Executive
Industry Financial Services
Experience
ALPS Fund Distributors October 2014 - Present
Capital Plan Advisors May 2014 - September 2014
MassMutual Financial Group/The Hartford Retirement Plans Group March 2008 - May 2014
MFS Investment Management November 2005 - March 2008
MFS Investment Management October 2003 - November 2005
Putnam Investments September 1997 - March 2003
Skills
401k, Retirement, Mutual Funds, Retirement Planning, Series 7, Series 6, Series 63, Fixed Annuities, Investments, Wealth Management, Strategic Financial..., Life Insurance, Defined Contribution, Financial Advisory, Pensions
Education
Boston College 1991 — 1995
Bachelor of Science (BS), Accounting and Finance
Salzburg College, Salzburg, Austria
International Studies, Semester seminar focusing on Austrian politics and economics
ALPS Fund Distributors October 2014 - Present
Capital Plan Advisors May 2014 - September 2014
MassMutual Financial Group/The Hartford Retirement Plans Group March 2008 - May 2014
MFS Investment Management November 2005 - March 2008
MFS Investment Management October 2003 - November 2005
Putnam Investments September 1997 - March 2003
Skills
401k, Retirement, Mutual Funds, Retirement Planning, Series 7, Series 6, Series 63, Fixed Annuities, Investments, Wealth Management, Strategic Financial..., Life Insurance, Defined Contribution, Financial Advisory, Pensions
Education
Boston College 1991 — 1995
Bachelor of Science (BS), Accounting and Finance
Salzburg College, Salzburg, Austria
International Studies, Semester seminar focusing on Austrian politics and economics
Stephen DiCarlo Jr's MFS Investment Management Experience March 2014 - July 2015
Job Finance Professional
Industry Financial Services
Experience
MFS Investment Management March 2014 - July 2015
AXA Advisors December 2013 - February 2014
Putnam Investments June 2012 - October 2013
State Street Global Advisors June 2011 - August 2011
Skills
Series 6, Series 63, Mutual Funds, Series 7, Financial Services
Education
Boston College 2008 — 2012
Bachelor of Arts (B.A.), Economics
St. John's Preparatory High School 2004 — 2008
MFS Investment Management March 2014 - July 2015
AXA Advisors December 2013 - February 2014
Putnam Investments June 2012 - October 2013
State Street Global Advisors June 2011 - August 2011
Skills
Series 6, Series 63, Mutual Funds, Series 7, Financial Services
Education
Boston College 2008 — 2012
Bachelor of Arts (B.A.), Economics
St. John's Preparatory High School 2004 — 2008
Jaime Mendez Jaime Mendez's MFS Investment Management Experience September 2014 - Present
Job Senior Market Data Analyst at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management September 2014 - Present
MFS Investment Management December 2003 - Present
Grantham, Mayo, Van Otterloo August 2003 - December 2003
Deutsche Bank March 2000 - July 2003
Investors Bank & Trust June 1999 - March 2000
Skills
Fluent in..., Bonds, Bloomberg, Fixed Income, Asset Management, Trading, Asset Managment, Equities, Securities, Bloomberg Terminal, Asset Allocation, Portfolio Management, Mutual Funds, Investments, Alternative Investments, Series 7, Series 63, Investment Management, Financial Analysis, Hedge Funds, Relationship Management
Education
Boston College - Carroll School of Management 2010 — 2013
MBA, Finance
Northeastern University 2005 — 2006
Graduate Certificate, Financial Markets, and Institutions
University of Massachusetts Boston 1995 — 1999
BS, International Management
MFS Investment Management September 2014 - Present
MFS Investment Management December 2003 - Present
Grantham, Mayo, Van Otterloo August 2003 - December 2003
Deutsche Bank March 2000 - July 2003
Investors Bank & Trust June 1999 - March 2000
Skills
Fluent in..., Bonds, Bloomberg, Fixed Income, Asset Management, Trading, Asset Managment, Equities, Securities, Bloomberg Terminal, Asset Allocation, Portfolio Management, Mutual Funds, Investments, Alternative Investments, Series 7, Series 63, Investment Management, Financial Analysis, Hedge Funds, Relationship Management
Education
Boston College - Carroll School of Management 2010 — 2013
MBA, Finance
Northeastern University 2005 — 2006
Graduate Certificate, Financial Markets, and Institutions
University of Massachusetts Boston 1995 — 1999
BS, International Management
Pierre Moody's MFS Investment Management Experience 1995 - 2001
Job Recruiter for Centerline Partners | Management Consulting
Industry Management Consulting
Experience
Centerline Partners September 2014 - Present
Eliassen Group August 2013 - March 2014
Randstad Technologies US May 2011 - August 2013
Enterprise Rent-A-Car July 2008 - May 2011
MFS Investment Management 1995 - 2001
Skills
Applicant Tracking..., Technical Recruiting, Talent Acquisition, Internet Recruiting, Recruiting, Staffing Services, Contract Recruitment, Temporary Placement, Cold Calling, Screening Resumes, Benefits Negotiation, Talent Management, College Recruiting, Interviews, Screening, Permanent Placement, Staff Augmentation, Management, Consulting, Networking, Temporary Staffing, Employee Benefits, Information Technology
Education
Boston College
Bachelor of Arts, Psychology
Centerline Partners September 2014 - Present
Eliassen Group August 2013 - March 2014
Randstad Technologies US May 2011 - August 2013
Enterprise Rent-A-Car July 2008 - May 2011
MFS Investment Management 1995 - 2001
Skills
Applicant Tracking..., Technical Recruiting, Talent Acquisition, Internet Recruiting, Recruiting, Staffing Services, Contract Recruitment, Temporary Placement, Cold Calling, Screening Resumes, Benefits Negotiation, Talent Management, College Recruiting, Interviews, Screening, Permanent Placement, Staff Augmentation, Management, Consulting, Networking, Temporary Staffing, Employee Benefits, Information Technology
Education
Boston College
Bachelor of Arts, Psychology
Maeve Geer Maeve Geer's MFS Investment Management Experience August 2004 - August 2008
Job Master's of Social Work Candidate 2015
Industry Mental Health Care
Experience
Twin County Recovery Services, Inc. May 2013 - August 2013
Coldwell Banker Village Green Realty January 2013 - August 2013
Pathways Nursing and Rehabilitation Center January 2013 - April 2013
Beyond Real Estate August 2009 - February 2012
MA Department of Mental Health August 2008 - January 2009
MFS Investment Management August 2004 - August 2008
Skills
Real Estate, Legal Research, Real Estate Transactions, Mental Health Counseling, Substance Abuse..., Sellers
Education
University of Southern California 2012 — 2015
Master of Social Work (MSW), Social Work
Boston College 2000 — 2004
Bachelor of Arts, Human Development and Philosophy majors
Twin County Recovery Services, Inc. May 2013 - August 2013
Coldwell Banker Village Green Realty January 2013 - August 2013
Pathways Nursing and Rehabilitation Center January 2013 - April 2013
Beyond Real Estate August 2009 - February 2012
MA Department of Mental Health August 2008 - January 2009
MFS Investment Management August 2004 - August 2008
Skills
Real Estate, Legal Research, Real Estate Transactions, Mental Health Counseling, Substance Abuse..., Sellers
Education
University of Southern California 2012 — 2015
Master of Social Work (MSW), Social Work
Boston College 2000 — 2004
Bachelor of Arts, Human Development and Philosophy majors
Melissa Rischall Melissa Rischall's MFS Investment Management Experience January 2008 - June 2008
Job Graduate Programs Coordinator at Northeastern University College of Science
Industry Higher Education
Experience
Northeastern University College of Science October 2013 - Present
Northeastern University College of Professional Studies February 2010 - October 2013
Northeastern University January 2007 - December 2009
MFS Investment Management January 2008 - June 2008
Skills
Higher Education, Admissions, Public Speaking
Education
Bond University 2009 — 2009
Northeastern University 2005 — 2009
Bachelor of Science, Psychology, and Human Resources
Northeastern University College of Science October 2013 - Present
Northeastern University College of Professional Studies February 2010 - October 2013
Northeastern University January 2007 - December 2009
MFS Investment Management January 2008 - June 2008
Skills
Higher Education, Admissions, Public Speaking
Education
Bond University 2009 — 2009
Northeastern University 2005 — 2009
Bachelor of Science, Psychology, and Human Resources
Stephanie Molinari Stephanie Molinari's MFS Investment Management Experience 2004 - 2005
Job Vice President and Senior Legal Counsel at State Street Bank
Industry Financial Services
Experience
State Street Bank 2005 - Present
MFS Investment Management 2004 - 2005
Bingham McCutchen 2001 - 2003
Fidelity Investments 1998 - 2001
Skills
Securities Regulation, Due Diligence, Financial Services, Mutual Funds, Investments, Hedge Funds, Corporate Governance, Securities, Equities, Outsourcing, Joint Ventures, Fixed Income
Education
Boston University School of Law
Master of Laws (LLM), Banking, Corporate, Finance, and Securities Law
Suffolk University Law School
Doctor of Law (JD)
Boston College
Bachelor of Arts (B.A.), French Language and Literature
State Street Bank 2005 - Present
MFS Investment Management 2004 - 2005
Bingham McCutchen 2001 - 2003
Fidelity Investments 1998 - 2001
Skills
Securities Regulation, Due Diligence, Financial Services, Mutual Funds, Investments, Hedge Funds, Corporate Governance, Securities, Equities, Outsourcing, Joint Ventures, Fixed Income
Education
Boston University School of Law
Master of Laws (LLM), Banking, Corporate, Finance, and Securities Law
Suffolk University Law School
Doctor of Law (JD)
Boston College
Bachelor of Arts (B.A.), French Language and Literature
James Troxell James Troxell's MFS Investment Management Experience May 2006 - September 2006
Job Vice President Marketing
Industry Real Estate
Experience
CBRE January 2012 - Present
Cushman & Wakefield September 2006 - December 2011
MFS Investment Management May 2006 - September 2006
Skills
Adobe Creative Suite, Microsoft Office, Social Media, Marketing, Photoshop, Email Marketing, InDesign, Real Estate, Graphic Design, PowerPoint, Advertising, Microsoft Excel, Customer Service, Illustrator, Outlook, QuarkXPress, Microsoft Word, Online Marketing, Marketing Strategy
Education
Berklee College of Music 2002 — 2006
Bachelor of Arts, Music Management & Business
CBRE January 2012 - Present
Cushman & Wakefield September 2006 - December 2011
MFS Investment Management May 2006 - September 2006
Skills
Adobe Creative Suite, Microsoft Office, Social Media, Marketing, Photoshop, Email Marketing, InDesign, Real Estate, Graphic Design, PowerPoint, Advertising, Microsoft Excel, Customer Service, Illustrator, Outlook, QuarkXPress, Microsoft Word, Online Marketing, Marketing Strategy
Education
Berklee College of Music 2002 — 2006
Bachelor of Arts, Music Management & Business
Derek Beane, CFA Derek Beane, CFA's MFS Investment Management Experience November 2014 - Present
Job Director Investment Product Specialist at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management November 2014 - Present
John Hancock 2007 - October 2014
Fidelity Investments June 2005 - August 2007
Skills
Series 63, Series 7, MBA, Asset Allocation, Mutual Funds, Financial Analysis, Alternative Investments, Investment Management, Chartered Financial..., Equity Research, Equities, Fixed Income, Bloomberg, Investment Strategies
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2010
MBA
Clemson University 1997 — 2001
Bachelor of Science (BS), Financial Management
MFS Investment Management November 2014 - Present
John Hancock 2007 - October 2014
Fidelity Investments June 2005 - August 2007
Skills
Series 63, Series 7, MBA, Asset Allocation, Mutual Funds, Financial Analysis, Alternative Investments, Investment Management, Chartered Financial..., Equity Research, Equities, Fixed Income, Bloomberg, Investment Strategies
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2010
MBA
Clemson University 1997 — 2001
Bachelor of Science (BS), Financial Management
James Clinton James Clinton's MFS Investment Management Experience January 1999 - May 2003
Job Strategic and Tactical Communications Pro
Industry Financial Services
Experience
DG3 North America September 2004 - Present
MFS Investment Management January 1999 - May 2003
Putnam Investments February 1987 - December 1998
Skills
Direct Mail, Marketing Communications, Direct Marketing, Marketing Strategy, Account Management, Sales, Business Analysis, Print Management, Management, Budgets, B2B, Business Strategy, Analysis, Packaging, Variable Data Printing, Email Marketing, New Business Development, Brand Development, Contract Negotiation
Education
Suffolk University 1995 — 2000
MBA, Business Management, Marketing
Boston College 1979 — 1983
BA, Communications/Advertising
DG3 North America September 2004 - Present
MFS Investment Management January 1999 - May 2003
Putnam Investments February 1987 - December 1998
Skills
Direct Mail, Marketing Communications, Direct Marketing, Marketing Strategy, Account Management, Sales, Business Analysis, Print Management, Management, Budgets, B2B, Business Strategy, Analysis, Packaging, Variable Data Printing, Email Marketing, New Business Development, Brand Development, Contract Negotiation
Education
Suffolk University 1995 — 2000
MBA, Business Management, Marketing
Boston College 1979 — 1983
BA, Communications/Advertising
Mal Duffy Mal Duffy's MFS Investment Management Experience September 2000 - July 2011
Job Corporate Relations Writer
Industry Writing and Editing
Experience
Eversource Energy February 2013 - Present
Inspired Vandalism July 2011 - Present
The Alpha Group Inc January 2012 - February 2013
MFS Investment Management September 2000 - July 2011
Fidelity Investments September 1999 - September 2000
First Data Corporation 1990 - 1999
Skills
Editing, Blogging, Copy Editing, Content Management, Social Media, Copywriting, Web Content, Facebook, Email Marketing, Social Media Marketing, SEO, Adobe Acrobat, Creative Writing, Press Releases, Social Networking, Content Strategy, Journalism, Proofreading, Wordpress, Marketing Communications
Education
University of Massachusetts, Amherst 1988 — 1990
M.A., English
Boston College 1981 — 1985
B.A., English
University College Cork 1983 — 1984
NA, Literature/Folklore
Eversource Energy February 2013 - Present
Inspired Vandalism July 2011 - Present
The Alpha Group Inc January 2012 - February 2013
MFS Investment Management September 2000 - July 2011
Fidelity Investments September 1999 - September 2000
First Data Corporation 1990 - 1999
Skills
Editing, Blogging, Copy Editing, Content Management, Social Media, Copywriting, Web Content, Facebook, Email Marketing, Social Media Marketing, SEO, Adobe Acrobat, Creative Writing, Press Releases, Social Networking, Content Strategy, Journalism, Proofreading, Wordpress, Marketing Communications
Education
University of Massachusetts, Amherst 1988 — 1990
M.A., English
Boston College 1981 — 1985
B.A., English
University College Cork 1983 — 1984
NA, Literature/Folklore
Greg Dalle-Molle Greg Dalle-Molle's MFS Investment Management Experience February 2010 - June 2011
Job Associate Director of Venture Incubation at IDEA: Northeastern University's Venture Accelerator
Industry Financial Services
Experience
IDEA: Northeastern University's Venture Accelerator September 2014 - Present
IDEA: Northeastern's Venture Accelerator April 2012 - Present
Smartleaf June 2013 - September 2014
Smartleaf June 2011 - May 2013
MFS Investment Management February 2010 - June 2011
MFS Investment Management August 2007 - March 2010
MFS Investment Management March 2007 - August 2007
ADP July 2005 - March 2007
Skills
Relationship Management, Leadership, Strategy, Marketing Strategy, Sales, Investment Advisory, Business Planning, Management, Business Strategy, Business Development, Finance, Financial Analysis, Asset Management, Financial Modeling
Education
Northeastern University 2000 — 2005
BS, Finance / Entrepreneurship
Bond University
Study Abroad Program
IDEA: Northeastern University's Venture Accelerator September 2014 - Present
IDEA: Northeastern's Venture Accelerator April 2012 - Present
Smartleaf June 2013 - September 2014
Smartleaf June 2011 - May 2013
MFS Investment Management February 2010 - June 2011
MFS Investment Management August 2007 - March 2010
MFS Investment Management March 2007 - August 2007
ADP July 2005 - March 2007
Skills
Relationship Management, Leadership, Strategy, Marketing Strategy, Sales, Investment Advisory, Business Planning, Management, Business Strategy, Business Development, Finance, Financial Analysis, Asset Management, Financial Modeling
Education
Northeastern University 2000 — 2005
BS, Finance / Entrepreneurship
Bond University
Study Abroad Program
Liz Thaler-Barger Liz Thaler-Barger's MFS Investment Management Experience July 1987 - July 2000
Job Accomplished Learning and Instructional Design Consultant
Industry Professional Training & Coaching
Experience
Fidelity Investments 2000 - Present
Navis Learning February 2013 - June 2013
Cornerstone Learning Group August 2000 - February 2013
MFS Investment Management July 1987 - July 2000
Skills
Career Development, Strategy, Learning Management..., Management, MBTI, Adult Education, Leadership, Selling Skills, Blended Learning, Leadership Development, Captivate, Learning Management, Program Management, Instructional Design, Training, Instructor-led Training, E-Learning, Needs Analysis, Performance Consulting, ADDIE, Articulate Storyline, Brainshark
Education
Binghamton University
BA, Political Science
McGill University
Northeastern University
Master of Education, Counselor Education, HR Development
Fidelity Investments 2000 - Present
Navis Learning February 2013 - June 2013
Cornerstone Learning Group August 2000 - February 2013
MFS Investment Management July 1987 - July 2000
Skills
Career Development, Strategy, Learning Management..., Management, MBTI, Adult Education, Leadership, Selling Skills, Blended Learning, Leadership Development, Captivate, Learning Management, Program Management, Instructional Design, Training, Instructor-led Training, E-Learning, Needs Analysis, Performance Consulting, ADDIE, Articulate Storyline, Brainshark
Education
Binghamton University
BA, Political Science
McGill University
Northeastern University
Master of Education, Counselor Education, HR Development
James Bacon James Bacon's MFS Investment Management Experience February 2005 - November 2008
Job CoFounder, Chief Investment Officer at Granite Harbor Asset Management, LLC
Industry Investment Management
Experience
Granite Harbor Asset Management, LLC May 2014 - Present
Crestwood Advisors LLC August 2009 - May 2014
Aspect Medical Systems June 2009 - July 2009
MFS Investment Management February 2005 - November 2008
Turner Investments, L.P. June 2004 - February 2005
Eaton Vance 1997 - 2002
Education
The University of Chicago - Booth School of Business 2002 — 2004
Master of Business Administration (MBA)
Boston College 1993 — 1997
Bachelor of Science (BS)
Granite Harbor Asset Management, LLC May 2014 - Present
Crestwood Advisors LLC August 2009 - May 2014
Aspect Medical Systems June 2009 - July 2009
MFS Investment Management February 2005 - November 2008
Turner Investments, L.P. June 2004 - February 2005
Eaton Vance 1997 - 2002
Education
The University of Chicago - Booth School of Business 2002 — 2004
Master of Business Administration (MBA)
Boston College 1993 — 1997
Bachelor of Science (BS)
Christopher Remeika's MFS Investment Management Experience June 2012 - February 2015
Job Associate at Normandy Advisors, LLC
Industry Venture Capital & Private Equity
Experience
Normandy Advisors, LLC March 2015 - Present
MFS Investment Management June 2012 - February 2015
Mad River Investors May 2011 - December 2011
Education
Boston College 2008 — 2012
Economics
St. John's Prep 2004 — 2008
High School
Normandy Advisors, LLC March 2015 - Present
MFS Investment Management June 2012 - February 2015
Mad River Investors May 2011 - December 2011
Education
Boston College 2008 — 2012
Economics
St. John's Prep 2004 — 2008
High School
Kara Kouri's MFS Investment Management Experience July 2007 - April 2010
Job Sales Operations at athenahealth
Industry Hospital & Health Care
Experience
athenahealth May 2014 - Present
The Wgirls Inc January 2013 - January 2015
Oracle June 2013 - December 2013
EMC April 2010 - June 2013
MFS Investment Management July 2007 - April 2010
Skills
Salesforce.com, Cloud Computing, Microsoft Excel, PowerPoint, Storage, Microsoft Word, Process Improvement, Outlook, Sales, SaaS, Solution Selling, Customer Service, PeopleSoft, Professional Services, CRM, Networking, Lead Generation, Account Management, Human Resources, Recruiting, Sales Process, Leadership, Cold Calling, Direct Sales, Enterprise Software
Education
Boston College 2005 — 2007
BA, English
Saint Anselm College 2002 — 2005
English
athenahealth May 2014 - Present
The Wgirls Inc January 2013 - January 2015
Oracle June 2013 - December 2013
EMC April 2010 - June 2013
MFS Investment Management July 2007 - April 2010
Skills
Salesforce.com, Cloud Computing, Microsoft Excel, PowerPoint, Storage, Microsoft Word, Process Improvement, Outlook, Sales, SaaS, Solution Selling, Customer Service, PeopleSoft, Professional Services, CRM, Networking, Lead Generation, Account Management, Human Resources, Recruiting, Sales Process, Leadership, Cold Calling, Direct Sales, Enterprise Software
Education
Boston College 2005 — 2007
BA, English
Saint Anselm College 2002 — 2005
English
Ali Meagher's MFS Investment Management Experience May 2012 - August 2012
Job Teacher at Dallas ISD
Industry Primary/Secondary Education
Experience
Dallas Independent School District August 2014 - Present
Uplift Education May 2013 - June 2014
St. Columbkille Partnership School September 2012 - December 2012
MFS Investment Management May 2012 - August 2012
Education
Boston College 2009 — 2013
Bachelor of Arts (B.A.), Elementary Education
Dallas Independent School District August 2014 - Present
Uplift Education May 2013 - June 2014
St. Columbkille Partnership School September 2012 - December 2012
MFS Investment Management May 2012 - August 2012
Education
Boston College 2009 — 2013
Bachelor of Arts (B.A.), Elementary Education
Mark Lavallee, CFP's MFS Investment Management Experience January 1986 - November 2008
Job Vice President, Financial Planner at Financial Independence, LLC
Industry Financial Services
Experience
Financial Independence, LLC September 2009 - Present
MFS Investment Management January 1986 - November 2008
Bank Trust Group January 1999 - January 2002
MFS Investment Management January 1998 - January 1999
MFS Investment Management January 1994 - January 1998
MFS Investment Management January 1989 - January 1994
MFS Investment Management January 1987 - January 1989
MFS Investment Management January 1986 - January 1987
Waddell and Reed January 1985 - January 1986
Skills
Financial services..., financial planning,..., profile accounts from a..., Investments, Wealth Management, Leadership, Business Development, Due Diligence, Investment Advisory, 401k, Training, Finance, Sales, Management, Estate Planning, Public Speaking, Mutual Funds, Asset Allocation
Education
Boston College 1990 — 1993
Masters of Business Administration, Finance
Clark University 1981 — 1985
Bachelors of Arts, History/Education
Financial Independence, LLC September 2009 - Present
MFS Investment Management January 1986 - November 2008
Bank Trust Group January 1999 - January 2002
MFS Investment Management January 1998 - January 1999
MFS Investment Management January 1994 - January 1998
MFS Investment Management January 1989 - January 1994
MFS Investment Management January 1987 - January 1989
MFS Investment Management January 1986 - January 1987
Waddell and Reed January 1985 - January 1986
Skills
Financial services..., financial planning,..., profile accounts from a..., Investments, Wealth Management, Leadership, Business Development, Due Diligence, Investment Advisory, 401k, Training, Finance, Sales, Management, Estate Planning, Public Speaking, Mutual Funds, Asset Allocation
Education
Boston College 1990 — 1993
Masters of Business Administration, Finance
Clark University 1981 — 1985
Bachelors of Arts, History/Education
Steve Morell Steve Morell's MFS Investment Management Experience January 2000 - August 2006
Job Founder & President of nicechart.com
Industry Internet
Experience
NiceChart LLC June 2010 - Present
Pacific Ridge School August 2011 - Present
Self - Employed January 2000 - Present
Allegro School of Music January 2006 - December 2009
MFS Investment Management January 2000 - August 2006
The Music Place January 2001 - December 2005
Skills
Music, Composition, Songwriting, Entertainment, Music Industry, Web Services Management, Sheet Music, Bands, Music Education, Keyboards, Orchestral Music
Education
Berklee College of Music 2006 — 2008
B.M., Professional Music
Northeastern University 1997 — 2001
B.S., Business Administration and Management
NiceChart LLC June 2010 - Present
Pacific Ridge School August 2011 - Present
Self - Employed January 2000 - Present
Allegro School of Music January 2006 - December 2009
MFS Investment Management January 2000 - August 2006
The Music Place January 2001 - December 2005
Skills
Music, Composition, Songwriting, Entertainment, Music Industry, Web Services Management, Sheet Music, Bands, Music Education, Keyboards, Orchestral Music
Education
Berklee College of Music 2006 — 2008
B.M., Professional Music
Northeastern University 1997 — 2001
B.S., Business Administration and Management
Bruce D. Harrington Bruce D. Harrington's MFS Investment Management Experience August 1999 - July 2007
Job Innovative Retirement and Financial Services Executive seeking new opportunities.
Industry Financial Services
Experience
Harrington and Associates February 2013 - February 2015
John Hancock Financial Network October 2011 - January 2013
John Hancock Financial Network July 2010 - October 2011
LPL Financial September 2008 - January 2010
Cogent Research July 2007 - May 2008
MFS Investment Management August 1999 - July 2007
PUTNAM INVESTMENTS March 1990 - August 1999
Skills
Mutual Funds, Strategy, Financial Services, Product Management, 401k, Series 63, Retirement, Cross-functional Team..., Retirement Planning, Market Research, Investment Management, CRM, Strategic Partnerships, Investment Strategies, Series 6, Relationship Management, Investment Advisory, Wealth Management, Investments, Asset Allocation, Asset Management, Pensions, Financial Advisory, Variable Annuities, Morningstar Direct, FINRA, Separately Managed..., Leadership, Series 24, Alternative Investments, Series 7, Defined Contribution, Retirement Plan..., Securities, ETFs, Series 65, IRAs, Uniform Combined State..., Defined Benefit, Fixed Income, Wealth Management..., Mergers & Acquisitions, Hedge Funds, Fiduciary Management, Public Speaking, Cross Functional Team..., Team Management, Peer Mentoring, Sales Presentations, Institutional...
Education
Suffolk University - Sawyer School of Management 1996 — 2000
MBA
Boston College 1985 — 1989
Bachelor of Arts
Harrington and Associates February 2013 - February 2015
John Hancock Financial Network October 2011 - January 2013
John Hancock Financial Network July 2010 - October 2011
LPL Financial September 2008 - January 2010
Cogent Research July 2007 - May 2008
MFS Investment Management August 1999 - July 2007
PUTNAM INVESTMENTS March 1990 - August 1999
Skills
Mutual Funds, Strategy, Financial Services, Product Management, 401k, Series 63, Retirement, Cross-functional Team..., Retirement Planning, Market Research, Investment Management, CRM, Strategic Partnerships, Investment Strategies, Series 6, Relationship Management, Investment Advisory, Wealth Management, Investments, Asset Allocation, Asset Management, Pensions, Financial Advisory, Variable Annuities, Morningstar Direct, FINRA, Separately Managed..., Leadership, Series 24, Alternative Investments, Series 7, Defined Contribution, Retirement Plan..., Securities, ETFs, Series 65, IRAs, Uniform Combined State..., Defined Benefit, Fixed Income, Wealth Management..., Mergers & Acquisitions, Hedge Funds, Fiduciary Management, Public Speaking, Cross Functional Team..., Team Management, Peer Mentoring, Sales Presentations, Institutional...
Education
Suffolk University - Sawyer School of Management 1996 — 2000
MBA
Boston College 1985 — 1989
Bachelor of Arts
Ted Thibodeau Jr's MFS Investment Management Experience 1994 - 1997
Job Technical Evangelist at OpenLink Software and Chief Curmudgeon at MacTed Unlimited
Industry Information Technology and Services
Experience
OpenLink Software December 2000 - Present
MacTed Unlimited September 1987 - Present
Fellowship Foundry September 1990 - October 2002
MPM Capital 1994 - 2000
MPM 1994 - 2000
Aquent 1988 - 2000
MFS Investment Management 1994 - 1997
Ciba Corning Diagnostics 1993 - 1995
The Custom Publishing Group, Inc. 1994 - 1994
SMMA 1992 - 1993
Skills
Databases, Semantic Technologies, SQL, OS X, REST, Software Documentation, Semantic Web, Open Source, Networking, Cloud Computing, Linux, Software Development, Social Media, Technical Support, Enterprise Architecture, System Administration, Linked Data, Technology Evangelist, Software Engineering, SOA, SaaS, Distributed Systems, Web Applications, Public Speaking, Translation, SPARQL, Technical Writing, Enterprise Software, Writing, XML, OpenID, Master Data Management, RDF, Windows, XSLT, ODBC, Virtualization, Copy Editing, Content Writing, Accounting, Bacon, Editorial, Technology Evangelism, Cross-discipline..., Standards Development, Web Standards, Database Technologies, Singing, Voice Acting, Humorist
Education
Boston College 1985 — 1990
BS, Management / Accounting
Scituate High 1981 — 1985
Xaverian Brothers High School 1981 — 1985
Diploma
XBHS 1981 — 1985
Diploma
Gates 1979 — 1981
Jenkins 1972 — 1979
OpenLink Software December 2000 - Present
MacTed Unlimited September 1987 - Present
Fellowship Foundry September 1990 - October 2002
MPM Capital 1994 - 2000
MPM 1994 - 2000
Aquent 1988 - 2000
MFS Investment Management 1994 - 1997
Ciba Corning Diagnostics 1993 - 1995
The Custom Publishing Group, Inc. 1994 - 1994
SMMA 1992 - 1993
Skills
Databases, Semantic Technologies, SQL, OS X, REST, Software Documentation, Semantic Web, Open Source, Networking, Cloud Computing, Linux, Software Development, Social Media, Technical Support, Enterprise Architecture, System Administration, Linked Data, Technology Evangelist, Software Engineering, SOA, SaaS, Distributed Systems, Web Applications, Public Speaking, Translation, SPARQL, Technical Writing, Enterprise Software, Writing, XML, OpenID, Master Data Management, RDF, Windows, XSLT, ODBC, Virtualization, Copy Editing, Content Writing, Accounting, Bacon, Editorial, Technology Evangelism, Cross-discipline..., Standards Development, Web Standards, Database Technologies, Singing, Voice Acting, Humorist
Education
Boston College 1985 — 1990
BS, Management / Accounting
Scituate High 1981 — 1985
Xaverian Brothers High School 1981 — 1985
Diploma
XBHS 1981 — 1985
Diploma
Gates 1979 — 1981
Jenkins 1972 — 1979
Albert Rocheteau's MFS Investment Management Experience November 1999 - April 2002
Job
Industry Real Estate
Experience
A&S Realty Inc. May 2014 - January 2015
Coldwell Banker Residential Brokerage November 2013 - April 2014
Bank of America/Columbia Management Advisors November 2007 - May 2010
Standard & Poor's Financial Communications June 2007 - September 2007
Babson Capital Management May 2002 - October 2006
MFS Investment Management November 1999 - April 2002
State Street Research & Management Company January 1993 - January 1999
Putnam Investments January 1988 - January 1993
Skills
Marketing Communications, Strategy, Online Marketing, Marketing Strategy, Marketing, Advertising, Product Management, Business Development, Investments, Portfolio Management, Strategic Communications, Equities, Investor Relations, Presentation Development, Web Marketing, Project Management, Brand Development, Editing, New Business Development
Education
Boston College 1984 — 1988
Bachelor of Arts
Provincetown High School 1980 — 1984
Diploma
A&S Realty Inc. May 2014 - January 2015
Coldwell Banker Residential Brokerage November 2013 - April 2014
Bank of America/Columbia Management Advisors November 2007 - May 2010
Standard & Poor's Financial Communications June 2007 - September 2007
Babson Capital Management May 2002 - October 2006
MFS Investment Management November 1999 - April 2002
State Street Research & Management Company January 1993 - January 1999
Putnam Investments January 1988 - January 1993
Skills
Marketing Communications, Strategy, Online Marketing, Marketing Strategy, Marketing, Advertising, Product Management, Business Development, Investments, Portfolio Management, Strategic Communications, Equities, Investor Relations, Presentation Development, Web Marketing, Project Management, Brand Development, Editing, New Business Development
Education
Boston College 1984 — 1988
Bachelor of Arts
Provincetown High School 1980 — 1984
Diploma
Andrew Washburn's MFS Investment Management Experience March 2013 - Present
Job Senior Vice President Chief Marketing Officer
Industry Financial Services
Experience
MFS Investment Management March 2013 - Present
State Street Global Advisors (SSgA) January 2012 - March 2013
State Street Global Advisors (SSgA) June 2008 - January 2012
RiverSource Investments January 2001 - April 2007
Putnam Investments April 1996 - December 2000
Skills
Marketing Strategy, Brand Management, Marketing Communications, Product Marketing
Education
Boston College - Carroll School of Management
Master of Science (MS), Finance, General
Ithaca College
Bachelor of Science (BS), Finance, General
MFS Investment Management March 2013 - Present
State Street Global Advisors (SSgA) January 2012 - March 2013
State Street Global Advisors (SSgA) June 2008 - January 2012
RiverSource Investments January 2001 - April 2007
Putnam Investments April 1996 - December 2000
Skills
Marketing Strategy, Brand Management, Marketing Communications, Product Marketing
Education
Boston College - Carroll School of Management
Master of Science (MS), Finance, General
Ithaca College
Bachelor of Science (BS), Finance, General
Bryan Potts, CFA Bryan Potts, CFA's MFS Investment Management Experience November 2014 - Present
Job Senior Market Analyst at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management November 2014 - Present
John Hancock Investments October 2007 - November 2014
RVK, Inc. 2005 - 2007
Skills
Asset Allocation, Fixed Income, Bloomberg, Investment Strategies, Investments, Mutual Funds, Investment Management, Equities, Financial Modeling
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2009
MSF, Finance
University of Portland 2001 — 2005
BBA, Finance
MFS Investment Management November 2014 - Present
John Hancock Investments October 2007 - November 2014
RVK, Inc. 2005 - 2007
Skills
Asset Allocation, Fixed Income, Bloomberg, Investment Strategies, Investments, Mutual Funds, Investment Management, Equities, Financial Modeling
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2009
MSF, Finance
University of Portland 2001 — 2005
BBA, Finance
Jon Beaulieu, CFA Jon Beaulieu, CFA's MFS Investment Management Experience 2004 - 2005
Job Portfolio Manager at PanAgora Asset Management
Industry Investment Management
Experience
PanAgora Asset Management Associate Portfolio ManagerFederal Home Loan Bank of Boston2005 - 2010
MFS Investment Management 2004 - 2005
Education
Boston College
Economics
D'Amore-McKim School of Business at Northeastern University
MBA
PanAgora Asset Management Associate Portfolio ManagerFederal Home Loan Bank of Boston2005 - 2010
MFS Investment Management 2004 - 2005
Education
Boston College
Economics
D'Amore-McKim School of Business at Northeastern University
MBA
Jimmy Suppelsa's MFS Investment Management Experience June 1993 - April 1994
Job
Industry Investment Management
Experience
Best Credit Data, Inc. February 2015 - Present
FactSet February 2010 - December 2014
FactSet May 2006 - February 2010
FactSet April 2005 - May 2006
FactSet April 2001 - April 2005
FactSet June 1994 - April 2001
MFS Investment Management June 1993 - April 1994
Skills
Product Management, Business Development, Market Data, Asset Managment, Product Development, Relationship Management, Investments, Competitive Analysis, CRM, Business Strategy, Start-ups, Product Marketing, Analytics, Strategy, Management, Strategic Partnerships, Mergers, Strategic Planning, Equities, Financial Services, Portfolio Management, Sales Management, Asset Management, Marketing, Market Research, Process Improvement, Sales, Financial Modeling, Fixed Income, Hedge Funds, Consulting, Financial Analysis, Business Analysis, Financial Markets, Finance, Capital Markets, Risk Management, Valuation, Investment Management
Education
Boston College 1990 — 1994
BS, Finance & Information Systems
Best Credit Data, Inc. February 2015 - Present
FactSet February 2010 - December 2014
FactSet May 2006 - February 2010
FactSet April 2005 - May 2006
FactSet April 2001 - April 2005
FactSet June 1994 - April 2001
MFS Investment Management June 1993 - April 1994
Skills
Product Management, Business Development, Market Data, Asset Managment, Product Development, Relationship Management, Investments, Competitive Analysis, CRM, Business Strategy, Start-ups, Product Marketing, Analytics, Strategy, Management, Strategic Partnerships, Mergers, Strategic Planning, Equities, Financial Services, Portfolio Management, Sales Management, Asset Management, Marketing, Market Research, Process Improvement, Sales, Financial Modeling, Fixed Income, Hedge Funds, Consulting, Financial Analysis, Business Analysis, Financial Markets, Finance, Capital Markets, Risk Management, Valuation, Investment Management
Education
Boston College 1990 — 1994
BS, Finance & Information Systems
Chris Galeazzi Chris Galeazzi's MFS Investment Management Experience May 2007 - Present
Job Senior Compliance Manager at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management May 2007 - Present
Fidelity Investments 1992 - 2006
Skills
Mutual Funds, Financial Services, FINRA, Asset Managment, Series 24, Securities, Series 63, AML, Equities, Risk Management, Series 7, Investments, Alternative Investments, Investment Advisory, Asset Management
Education
Boston College 1984 — 1988
BA, Economics
Suffolk University
Master of Business Administration (MBA)
MFS Investment Management May 2007 - Present
Fidelity Investments 1992 - 2006
Skills
Mutual Funds, Financial Services, FINRA, Asset Managment, Series 24, Securities, Series 63, AML, Equities, Risk Management, Series 7, Investments, Alternative Investments, Investment Advisory, Asset Management
Education
Boston College 1984 — 1988
BA, Economics
Suffolk University
Master of Business Administration (MBA)
Becky Maung's MFS Investment Management Experience July 2014 - July 2015
Job SharePoint Engineer
Industry Information Technology and Services
Experience
IntrinsiQ, LLC July 2015 - Present
MFS Investment Management July 2014 - July 2015
Beacon Health Strategies January 2014 - July 2014
IntrinsiQ January 2007 - January 2014
Conservation Services Group July 2005 - December 2006
Aberdeen Group April 2005 - July 2005
LegaLink, a WordWave company July 2001 - March 2005
Horizon Management Group October 2000 - July 2001
Zentropy Partners April 2000 - October 2000
Vanderweil Engineers July 1999 - April 2000
Skills
Windows Server, Servers, Data Center, VMware, SharePoint, Virtualization, Microsoft Exchange, System Administration, Cisco Technologies, Software Documentation, Microsoft SQL Server, Network Security, Networking, VMware ESX, Security, SQL, Troubleshooting, Citrix, Disaster Recovery
Education
Boston College 1989 — 1995
BA, Business Administration
IntrinsiQ, LLC July 2015 - Present
MFS Investment Management July 2014 - July 2015
Beacon Health Strategies January 2014 - July 2014
IntrinsiQ January 2007 - January 2014
Conservation Services Group July 2005 - December 2006
Aberdeen Group April 2005 - July 2005
LegaLink, a WordWave company July 2001 - March 2005
Horizon Management Group October 2000 - July 2001
Zentropy Partners April 2000 - October 2000
Vanderweil Engineers July 1999 - April 2000
Skills
Windows Server, Servers, Data Center, VMware, SharePoint, Virtualization, Microsoft Exchange, System Administration, Cisco Technologies, Software Documentation, Microsoft SQL Server, Network Security, Networking, VMware ESX, Security, SQL, Troubleshooting, Citrix, Disaster Recovery
Education
Boston College 1989 — 1995
BA, Business Administration
Nicholas J. Paul, CFA Nicholas J. Paul, CFA's MFS Investment Management Experience March 2010 - Present
Job Director, Investment Product Specialist at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management March 2010 - Present
Putnam Investments 2001 - March 2010
Charles Schwab 2000 - 2001
Skills
Alternative Investments, Asset Management, Fixed Income, Investments, Mutual Funds, Equities
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2004
M.B.A., Finance
West Virginia University 1992 — 1996
B.A.
MFS Investment Management March 2010 - Present
Putnam Investments 2001 - March 2010
Charles Schwab 2000 - 2001
Skills
Alternative Investments, Asset Management, Fixed Income, Investments, Mutual Funds, Equities
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2004
M.B.A., Finance
West Virginia University 1992 — 1996
B.A.
Daniel Segura Daniel Segura's MFS Investment Management Experience August 2015 - Present
Job Senior Internal Auditor
Industry Management Consulting
Experience
MFS Investment Management August 2015 - Present
McGladrey October 2014 - Present
McGladrey April 2013 - Present
Harvard University June 2012 - March 2013
Harvard University March 2010 - June 2012
McCombs School of Business August 2008 - December 2009
General Electric May 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Accounting, Finance, Strategic Financial..., Investments, Microsoft Excel, Valuation, Financial Reporting, Research, Risk Management, Enterprise Risk..., Risk Analysis, SOX 404, Internal Controls, Internal Audit, COSO ERM, Forecasting, Sarbanes-Oxley Act, Auditing
Education
Boston College - Carroll School of Management 2012 — 2015
Master of Business Administration (MBA), Finance
The University of Texas at Austin - Red McCombs School of Business 2005 — 2009
BBA, Finance
MFS Investment Management August 2015 - Present
McGladrey October 2014 - Present
McGladrey April 2013 - Present
Harvard University June 2012 - March 2013
Harvard University March 2010 - June 2012
McCombs School of Business August 2008 - December 2009
General Electric May 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Accounting, Finance, Strategic Financial..., Investments, Microsoft Excel, Valuation, Financial Reporting, Research, Risk Management, Enterprise Risk..., Risk Analysis, SOX 404, Internal Controls, Internal Audit, COSO ERM, Forecasting, Sarbanes-Oxley Act, Auditing
Education
Boston College - Carroll School of Management 2012 — 2015
Master of Business Administration (MBA), Finance
The University of Texas at Austin - Red McCombs School of Business 2005 — 2009
BBA, Finance
Todd M. Titus Todd M. Titus's MFS Investment Management Experience March 1997 - October 1998
Job Senior Legal Analyst at Citizens Financial Group, Inc.
Industry Construction
Experience
Citizens Financial Group, Inc. December 2014 - Present
C. T. Titus Contracting and Masonry May 2013 - November 2014
BNY Mellon June 2008 - May 2013
Fidelity Investments October 2006 - June 2008
Consultant June 2001 - August 2006
Standish Mellon Asset Management October 1998 - February 2000
MFS Investment Management March 1997 - October 1998
United States Marine Corps October 1990 - October 1996
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Access, Morningstar, Investments, Fixed Income, Training, Barra Aegis, Barra, Factset, Analysis, Communication, Writing, Fact-checking, Close Attention to..., Priority Management, Job Scheduling, Financial Modeling, Equity Research, Economic Research
Education
Boston College 2000 — 2001
Master's degree, Finance, General
Merrimack College 1992 — 1996
Bachelor's degree, Economics
U.S. Marine Corp. 1990 — 1996
Naval Aviator Select, Non-Commissioned Officer, and Commissioned Officer Select
Marblehead High School 1986 — 1990
Diploma
Citizens Financial Group, Inc. December 2014 - Present
C. T. Titus Contracting and Masonry May 2013 - November 2014
BNY Mellon June 2008 - May 2013
Fidelity Investments October 2006 - June 2008
Consultant June 2001 - August 2006
Standish Mellon Asset Management October 1998 - February 2000
MFS Investment Management March 1997 - October 1998
United States Marine Corps October 1990 - October 1996
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Access, Morningstar, Investments, Fixed Income, Training, Barra Aegis, Barra, Factset, Analysis, Communication, Writing, Fact-checking, Close Attention to..., Priority Management, Job Scheduling, Financial Modeling, Equity Research, Economic Research
Education
Boston College 2000 — 2001
Master's degree, Finance, General
Merrimack College 1992 — 1996
Bachelor's degree, Economics
U.S. Marine Corp. 1990 — 1996
Naval Aviator Select, Non-Commissioned Officer, and Commissioned Officer Select
Marblehead High School 1986 — 1990
Diploma
Meaghan Flynn's MFS Investment Management Experience May 2011 - August 2011
Job Equity Trader
Industry Financial Services
Experience
Columbia Threadneedle Investments EMEA APAC June 2013 - Present
U.S. Trust June 2012 - June 2013
MFS Investment Management May 2011 - August 2011
Education
Boston College 2008 — 2012
B.S. in Management, Finance and Marketing
American University of Rome 2011 — 2011
Finance and Marketing
Reading Memorial High School 2004 — 2008
Columbia Threadneedle Investments EMEA APAC June 2013 - Present
U.S. Trust June 2012 - June 2013
MFS Investment Management May 2011 - August 2011
Education
Boston College 2008 — 2012
B.S. in Management, Finance and Marketing
American University of Rome 2011 — 2011
Finance and Marketing
Reading Memorial High School 2004 — 2008
Ricquelle Jeffrey Ricquelle Jeffrey's MFS Investment Management Experience March 2015 - September 2015
Job Senior Project Coordinator at MFS Investment Management
Industry Program Development
Experience
BridgeCultures,PBC January 2015 - Present
MFS Investment Management March 2015 - September 2015
Deloitte May 2013 - March 2015
Boston VA Research Institute Inc. March 2013 - May 2013
Philatelic Collector Inc. November 2012 - February 2013
KIDS London February 2012 - May 2012
Brandon School & Residential Treatment Center January 2011 - September 2011
Women's Bar Association December 2010 - March 2011
EF Education First August 2010 - December 2010
Boston College January 2008 - May 2010
Skills
Fundraising, Nonprofits, Social Media, Event Planning, Microsoft Office, PowerPoint, Research, Microsoft Word, Program Management, Child Development, Administration, International..., Press Releases, Web Design, Editing, Public Speaking, Proofreading, Child Health, Non-profits, Project Management, Service-now.com, Risk Management, Youth Mentoring
Education
School of Oriental and African Studies, U. of London 2011 — 2012
Master of Science (MSc), International Globalization and Development
Boston College 2006 — 2010
B.A., Political Science; Faith, Peace, and Justice Minor
Boston University, London, UK 2009 — 2009
Study Abroad
University of Melbourne 2008 — 2008
Six week intensive program classes and internship
BridgeCultures,PBC January 2015 - Present
MFS Investment Management March 2015 - September 2015
Deloitte May 2013 - March 2015
Boston VA Research Institute Inc. March 2013 - May 2013
Philatelic Collector Inc. November 2012 - February 2013
KIDS London February 2012 - May 2012
Brandon School & Residential Treatment Center January 2011 - September 2011
Women's Bar Association December 2010 - March 2011
EF Education First August 2010 - December 2010
Boston College January 2008 - May 2010
Skills
Fundraising, Nonprofits, Social Media, Event Planning, Microsoft Office, PowerPoint, Research, Microsoft Word, Program Management, Child Development, Administration, International..., Press Releases, Web Design, Editing, Public Speaking, Proofreading, Child Health, Non-profits, Project Management, Service-now.com, Risk Management, Youth Mentoring
Education
School of Oriental and African Studies, U. of London 2011 — 2012
Master of Science (MSc), International Globalization and Development
Boston College 2006 — 2010
B.A., Political Science; Faith, Peace, and Justice Minor
Boston University, London, UK 2009 — 2009
Study Abroad
University of Melbourne 2008 — 2008
Six week intensive program classes and internship
Chris Ferrara Chris Ferrara's MFS Investment Management Experience June 2007 - Present
Job Regional Director at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management June 2007 - Present
Skills
Mutual Funds, Investments, Financial Advisory, Series 7, Series 63, Asset Allocation, Retirement Planning, Wealth Management, Retirement, Alternative Investments, 401k, Securities
Education
Boston College - Carroll School of Management 2000 — 2002
Masters of Science, Finance
Miami University 1991 — 1995
Bachelor of Arts, English Literature
MFS Investment Management June 2007 - Present
Skills
Mutual Funds, Investments, Financial Advisory, Series 7, Series 63, Asset Allocation, Retirement Planning, Wealth Management, Retirement, Alternative Investments, 401k, Securities
Education
Boston College - Carroll School of Management 2000 — 2002
Masters of Science, Finance
Miami University 1991 — 1995
Bachelor of Arts, English Literature
Jac McLean's MFS Investment Management Experience 2008 - April 2009
Job Head of Distribution at Hartford Funds
Industry Investment Management
Experience
Hartford Funds January 2013 - Present
Eaton Vance April 2009 - May 2012
MFS Investment Management 2008 - April 2009
MFS Investment Management April 1993 - April 2009
Skills
Mutual Funds, Series 7, Investments, Asset Managment, Investment Management, Equities, Portfolio Management, Financial Services, Relationship Management, Wealth Management, Trading, Retail, Private Equity, Separately Managed..., Capital Markets, Business Strategy, Banking, Sales Management, Financial Analysis, Financial Modeling
Education
Boston College
BA
Hartford Funds January 2013 - Present
Eaton Vance April 2009 - May 2012
MFS Investment Management 2008 - April 2009
MFS Investment Management April 1993 - April 2009
Skills
Mutual Funds, Series 7, Investments, Asset Managment, Investment Management, Equities, Portfolio Management, Financial Services, Relationship Management, Wealth Management, Trading, Retail, Private Equity, Separately Managed..., Capital Markets, Business Strategy, Banking, Sales Management, Financial Analysis, Financial Modeling
Education
Boston College
BA
ILA Murugu ILA Murugu's MFS Investment Management Experience May 2010 - May 2012
Job Solutions Architect at Johnson & Johnson Health and Wellness Solutions, Inc.
Industry Information Technology and Services
Experience
Johnson & Johnson Health and Wellness Solutions, Inc. September 2015 - Present
Weill Cornell Medical College July 2014 - August 2015
John Wiley and Sons November 2013 - July 2014
Shell January 2013 - November 2013
Commonwealth of Massachusetts May 2012 - October 2012
MFS Investment Management May 2010 - May 2012
Merrill Lynch January 2010 - May 2010
ITC Infotech April 2004 - January 2010
CSC May 2003 - April 2004
Sutherland Technologies April 2002 - May 2003
Skills
ITIL, VMware, SharePoint, Vendor Management, SDLC, Disaster Recovery, Virtualization, Unix, Integration, Solaris, Active Directory, Business Analysis, Servers, Microsoft SQL Server, Windows Server, IT Strategy, SQL, Sybase, Project Management, Requirements Analysis, Solution Architecture, Enterprise Architecture, Data Center, Infrastructure, Citrix, DNS
Education
Bharathiar University 2001 — 2002
Msc, Info Sci & Management
Shankar Higher Secondary School 1986 — 1992
HSC
Johnson & Johnson Health and Wellness Solutions, Inc. September 2015 - Present
Weill Cornell Medical College July 2014 - August 2015
John Wiley and Sons November 2013 - July 2014
Shell January 2013 - November 2013
Commonwealth of Massachusetts May 2012 - October 2012
MFS Investment Management May 2010 - May 2012
Merrill Lynch January 2010 - May 2010
ITC Infotech April 2004 - January 2010
CSC May 2003 - April 2004
Sutherland Technologies April 2002 - May 2003
Skills
ITIL, VMware, SharePoint, Vendor Management, SDLC, Disaster Recovery, Virtualization, Unix, Integration, Solaris, Active Directory, Business Analysis, Servers, Microsoft SQL Server, Windows Server, IT Strategy, SQL, Sybase, Project Management, Requirements Analysis, Solution Architecture, Enterprise Architecture, Data Center, Infrastructure, Citrix, DNS
Education
Bharathiar University 2001 — 2002
Msc, Info Sci & Management
Shankar Higher Secondary School 1986 — 1992
HSC
Jay Mitchell, CFA's MFS Investment Management Experience February 2007 - Present
Job Research Analyst at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management February 2007 - Present
MFS Investment Management August 2004 - February 2007
MFS Investment Management February 2003 - August 2004
Skills
Market Research, Fixed Income, Investments, Valuation, Bloomberg, Mutual Funds, Financial Modeling, Portfolio Management, Equities, Asset Management, Trading, Financial Analysis, Alternative Investments, Securities
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2011
MBA
Boston College 1996 — 2000
BS, Finance
MFS Investment Management February 2007 - Present
MFS Investment Management August 2004 - February 2007
MFS Investment Management February 2003 - August 2004
Skills
Market Research, Fixed Income, Investments, Valuation, Bloomberg, Mutual Funds, Financial Modeling, Portfolio Management, Equities, Asset Management, Trading, Financial Analysis, Alternative Investments, Securities
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2011
MBA
Boston College 1996 — 2000
BS, Finance
Helen McAuley's MFS Investment Management Experience April 1999 - October 2005
Job
Industry Investment Management
Experience
Westfield Capital Management Company November 2005 - Present
MFS Investment Management April 1999 - October 2005
Wellington Management Company August 1992 - April 1999
Bantam Doubleday Dell Publishing Group October 1991 - July 1992
Education
Northeastern University - Graduate School of Business Administration
Masters
Boston College
Bachelor's of Science
Boston Latin Academy
Westfield Capital Management Company November 2005 - Present
MFS Investment Management April 1999 - October 2005
Wellington Management Company August 1992 - April 1999
Bantam Doubleday Dell Publishing Group October 1991 - July 1992
Education
Northeastern University - Graduate School of Business Administration
Masters
Boston College
Bachelor's of Science
Boston Latin Academy
Lauren Sabonis's MFS Investment Management Experience November 2003 - August 2004
Job 8th Grade Math Teacher at Chelsea Public Schools
Industry Financial Services
Experience
Chelsea Public Schools June 2013 - June 2014
Chelsea Public Schools September 2008 - June 2013
GCO Education Loan Funding Corp. December 2006 - April 2008
First Marblehead August 2004 - December 2006
MFS Investment Management November 2003 - August 2004
Skills
Mutual Funds, Strategic Planning, Algebra, Microsoft Office, PowerPoint, Microsoft Excel
Education
Boston College 1999 — 2003
Bachelor of Arts, Human Development, Economics
Chelsea Public Schools June 2013 - June 2014
Chelsea Public Schools September 2008 - June 2013
GCO Education Loan Funding Corp. December 2006 - April 2008
First Marblehead August 2004 - December 2006
MFS Investment Management November 2003 - August 2004
Skills
Mutual Funds, Strategic Planning, Algebra, Microsoft Office, PowerPoint, Microsoft Excel
Education
Boston College 1999 — 2003
Bachelor of Arts, Human Development, Economics
David J. Cobey, CFA's MFS Investment Management Experience 1995 - Present
Job Investment Professional
Industry Financial Services
Experience
MFS Investment Management 1995 - Present
MFS Investment Management 1995 - Present
Education
University of Chicago GSB 1991 — 1993
MBA, Finance
Boston College 1982 — 1986
BS, Finance and Marketing
MFS Investment Management 1995 - Present
MFS Investment Management 1995 - Present
Education
University of Chicago GSB 1991 — 1993
MBA, Finance
Boston College 1982 — 1986
BS, Finance and Marketing
Nancy Yao's MFS Investment Management Experience April 2006 - October 2013
Job Market Analyst at MFS Fund Distributors, Inc.
Industry Financial Services
Experience
MFS Fund Distributors, Inc October 2013 - Present
MFS Investment Management April 2006 - October 2013
Skills
SQL, Mutual Funds
Education
Boston College 1999 — 2003
MFS Fund Distributors, Inc October 2013 - Present
MFS Investment Management April 2006 - October 2013
Skills
SQL, Mutual Funds
Education
Boston College 1999 — 2003
Lisa Brittain's MFS Investment Management Experience 2001 - 2002
Job HR Generalist at ColgatePalmolive
Industry Consumer Goods
Experience
Colgate-Palmolive December 2002 - Present
MFS Investment Management 2001 - 2002
Skills
Talent Management, Succession Planning, Personnel Management
Education
Boston College 1997 — 2001
BA, Psychology w/ Concentration in Mgmt
Colgate-Palmolive December 2002 - Present
MFS Investment Management 2001 - 2002
Skills
Talent Management, Succession Planning, Personnel Management
Education
Boston College 1997 — 2001
BA, Psychology w/ Concentration in Mgmt
Kim Herter's MFS Investment Management Experience 1996 - 2007
Job Director Application Development at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group January 2013 - Present
The Hartford December 2012 - Present
Sun Life Retirement Services January 2007 - 2008
MFS Investment Management 1996 - 2007
Education
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 1998
MBA
Brown University 1985 — 1989
BA, Mathematics
MassMutual Financial Group January 2013 - Present
The Hartford December 2012 - Present
Sun Life Retirement Services January 2007 - 2008
MFS Investment Management 1996 - 2007
Education
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 1998
MBA
Brown University 1985 — 1989
BA, Mathematics
David Oliveri's MFS Investment Management Experience February 1998 - April 2007
Job VP, Senior Writer at The Boston Company
Industry Financial Services
Experience
Eaton Vance August 2011 - Present
The Boston Company April 2007 - August 2011
MFS Investment Management February 1998 - April 2007
Education
Northeastern University 1989 — 1991
MA, Journalism
Boston College 1984 — 1988
BA, Business Administration & Finance
Eaton Vance August 2011 - Present
The Boston Company April 2007 - August 2011
MFS Investment Management February 1998 - April 2007
Education
Northeastern University 1989 — 1991
MA, Journalism
Boston College 1984 — 1988
BA, Business Administration & Finance
Andrew Cheerman's MFS Investment Management Experience December 2006 - Present
Job Research Associate at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management December 2006 - Present
MFS Investment Management October 2005 - December 2006
State Street September 2004 - September 2005
Investors Bank & Trust September 2002 - September 2003
Education
Lehigh University 1998 — 2002
Lehigh University - College of Business and Economics 1998 — 2002
Boston College - Wallace E. Carroll Graduate School of Management
MBA
MFS Investment Management December 2006 - Present
MFS Investment Management October 2005 - December 2006
State Street September 2004 - September 2005
Investors Bank & Trust September 2002 - September 2003
Education
Lehigh University 1998 — 2002
Lehigh University - College of Business and Economics 1998 — 2002
Boston College - Wallace E. Carroll Graduate School of Management
MBA
Michele Perrotti's MFS Investment Management Experience March 2005 - November 2008
Job Vice President, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2009 - Present
MFS Investment Management March 2005 - November 2008
PricewaterhouseCoopers August 1994 - February 2005
Skills
COSO, Mutual Funds, FINRA, Operational Risk..., Investment Management, Hedge Funds, Alternative Investments, Financial Services, Sarbanes-Oxley, Corporate Actions, Asset Managment, Series 63, Series 7, Financial Risk, Sarbanes-Oxley Act, Equities, Asset Allocation, Asset Management, Bloomberg, Capital Markets, Fixed Income, Securities, Fund Accounting, Investment Advisory, Investments, Portfolio Management, Risk Management, Wealth Management
Education
Boston College 1990 — 1994
Bachelors of Science, Business Management/Maketing
Fidelity Investments April 2009 - Present
MFS Investment Management March 2005 - November 2008
PricewaterhouseCoopers August 1994 - February 2005
Skills
COSO, Mutual Funds, FINRA, Operational Risk..., Investment Management, Hedge Funds, Alternative Investments, Financial Services, Sarbanes-Oxley, Corporate Actions, Asset Managment, Series 63, Series 7, Financial Risk, Sarbanes-Oxley Act, Equities, Asset Allocation, Asset Management, Bloomberg, Capital Markets, Fixed Income, Securities, Fund Accounting, Investment Advisory, Investments, Portfolio Management, Risk Management, Wealth Management
Education
Boston College 1990 — 1994
Bachelors of Science, Business Management/Maketing
Cathy Palladini, CBAP's MFS Investment Management Experience March 2000 - May 2007
Job Consultant at LeapFrog Systems
Industry Financial Services
Experience
LeapFrog Systems October 2011 - Present
Fidelity Investments October 2011 - Present
FM Global April 2008 - October 2011
Iron Mountain May 2007 - April 2008
MFS Investment Management March 2000 - May 2007
MFS Investment Management March 2000 - May 2007
Cahners Business Information April 1998 - March 2000
Reed Elsevier May 1996 - March 2000
ADE Corporation December 1995 - April 1998
Skills
Business Analysis, Requirements Gathering, SDLC, Business Process, Insurance, Project Management, Integration, Software Documentation, Oracle, Analysis, Quality Assurance, Data Analysis, Business Requirements, Cross-functional Team..., Process Improvement, Testing, Agile Methodologies, Databases
Education
Boston College
Bachelor of Science, Sociology
LeapFrog Systems October 2011 - Present
Fidelity Investments October 2011 - Present
FM Global April 2008 - October 2011
Iron Mountain May 2007 - April 2008
MFS Investment Management March 2000 - May 2007
MFS Investment Management March 2000 - May 2007
Cahners Business Information April 1998 - March 2000
Reed Elsevier May 1996 - March 2000
ADE Corporation December 1995 - April 1998
Skills
Business Analysis, Requirements Gathering, SDLC, Business Process, Insurance, Project Management, Integration, Software Documentation, Oracle, Analysis, Quality Assurance, Data Analysis, Business Requirements, Cross-functional Team..., Process Improvement, Testing, Agile Methodologies, Databases
Education
Boston College
Bachelor of Science, Sociology
Mike Londergan's MFS Investment Management Experience Senior Financial Business StrategistMassachusetts Financial Services2004 - Present
Job Senior Financial Business Strategist at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management Senior Financial Business StrategistMassachusetts Financial Services2004 - Present
MFS 1988 - 2009
Ernst & Whinney 1982 - 1985
Bank of New England 1982 - 1983
Skills
Series 7, Mutual Funds, Risk Management, Asset Management, Alternative Investments, Finance, Investments, Financial Services, Securities, Hedge Funds, Wealth Management, Management, Equities, Financial Analysis, Series 63, Asset Allocation, Portfolio Management, Fixed Income, Financial Modeling, Relationship Management, Due Diligence
Education
Boston College - Wallace E. Carroll Graduate School of Management 1985 — 1987
MBA, Finance
University of Notre Dame 1978 — 1982
Bachelor of Business Administration (BBA), Accounting
Cohasset High School 1974 — 1978
MFS Investment Management Senior Financial Business StrategistMassachusetts Financial Services2004 - Present
MFS 1988 - 2009
Ernst & Whinney 1982 - 1985
Bank of New England 1982 - 1983
Skills
Series 7, Mutual Funds, Risk Management, Asset Management, Alternative Investments, Finance, Investments, Financial Services, Securities, Hedge Funds, Wealth Management, Management, Equities, Financial Analysis, Series 63, Asset Allocation, Portfolio Management, Fixed Income, Financial Modeling, Relationship Management, Due Diligence
Education
Boston College - Wallace E. Carroll Graduate School of Management 1985 — 1987
MBA, Finance
University of Notre Dame 1978 — 1982
Bachelor of Business Administration (BBA), Accounting
Cohasset High School 1974 — 1978
Brendan M. Gill's MFS Investment Management Experience January 2006 - August 2012
Job Senior Vice President, National Accounts at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman August 2012 - Present
MFS Investment Management January 2006 - August 2012
John A. Levin & Co. January 2004 - January 2006
Delaware Investments May 2001 - January 2004
Pioneer Investments May 1994 - May 2001
Skills
Separately Managed..., Series 7, Mutual Funds, Series 63, Alternative Investments, Asset Allocation, Series 6, Investments, Asset Managment, Investment Strategies, Hedge Funds, Securities, FINRA, Equities, Investment Management, Series 24
Education
Boston College - Wallace E. Carroll Graduate School of Management 1989 — 1993
Bachelor of Science (BS), Human Resources Management
Neuberger Berman August 2012 - Present
MFS Investment Management January 2006 - August 2012
John A. Levin & Co. January 2004 - January 2006
Delaware Investments May 2001 - January 2004
Pioneer Investments May 1994 - May 2001
Skills
Separately Managed..., Series 7, Mutual Funds, Series 63, Alternative Investments, Asset Allocation, Series 6, Investments, Asset Managment, Investment Strategies, Hedge Funds, Securities, FINRA, Equities, Investment Management, Series 24
Education
Boston College - Wallace E. Carroll Graduate School of Management 1989 — 1993
Bachelor of Science (BS), Human Resources Management
Stacey Haigh's MFS Investment Management Experience November 2014 - Present
Job Relationship Manager at MFS
Industry Financial Services
Experience
MFS Investment Management November 2014 - Present
Fidelity Investments June 2000 - November 2014
KPMG 1996 - 2000
Skills
Series 7, Series 63, Relationship Management, Pensions, Defined Benefit, Mutual Funds, Investments, Alternative Investments
Education
Boston College 1992 — 1996
MFS Investment Management November 2014 - Present
Fidelity Investments June 2000 - November 2014
KPMG 1996 - 2000
Skills
Series 7, Series 63, Relationship Management, Pensions, Defined Benefit, Mutual Funds, Investments, Alternative Investments
Education
Boston College 1992 — 1996
Chris Doucet's MFS Investment Management Experience 1990 - 2006
Job Senior Relationship Manager, Intermediary Relations at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement October 2014 - Present
Putnam Investments November 2009 - Present
NAPA 401k Summit Steering Committee January 2013 - March 2015
The Hartford March 2008 - November 2009
Sun Life Retirement Services July 2006 - February 2008
MFS Investment Management 1990 - 2006
Skills
Series 63, 401k, Defined Contribution
Education
Boston College 1986 — 1990
EMPOWER Retirement October 2014 - Present
Putnam Investments November 2009 - Present
NAPA 401k Summit Steering Committee January 2013 - March 2015
The Hartford March 2008 - November 2009
Sun Life Retirement Services July 2006 - February 2008
MFS Investment Management 1990 - 2006
Skills
Series 63, 401k, Defined Contribution
Education
Boston College 1986 — 1990
Richard Biagini's MFS Investment Management Experience 1993 - 2007
Job Quantitative Research Analyst
Industry Investment Management
Experience
Fidelity Quantitative AnalystFidelity Investments2007 - Present
MFS Investment Management 1993 - 2007
Education
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1995
MBA, Finance
Fidelity Quantitative AnalystFidelity Investments2007 - Present
MFS Investment Management 1993 - 2007
Education
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1995
MBA, Finance
Chris Fossella, CFA's MFS Investment Management Experience September 2006 - Present
Job Vice President Relationship Manager at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management September 2006 - Present
Education
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2003
MBA, Finance
Colby College 1991 — 1995
BS, History
MFS Investment Management September 2006 - Present
Education
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2003
MBA, Finance
Colby College 1991 — 1995
BS, History
Christopher Neault's MFS Investment Management Experience 1998 - 2008
Job Assistant Director Client Services at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group January 2013 - Present
The Hartford March 2008 - December 2012
Sun Life Retirement Services January 2007 - March 2008
MFS Investment Management 1998 - 2008
State Street Bank and Trust 1997 - 1998
Skills
401k, Mutual Funds, Series 6, Retirement, Series 63, Pensions, Wealth Management, Relationship Management, Vendor Management, Defined Benefit, CRM, Insurance, Retirement Planning, IRAs, ERISA, Defined Contribution
Education
Boston College 1991 — 1995
Bachelor of Arts (B.A.), Communications and Marketing
Xaverian 1987 — 1991
MassMutual Financial Group January 2013 - Present
The Hartford March 2008 - December 2012
Sun Life Retirement Services January 2007 - March 2008
MFS Investment Management 1998 - 2008
State Street Bank and Trust 1997 - 1998
Skills
401k, Mutual Funds, Series 6, Retirement, Series 63, Pensions, Wealth Management, Relationship Management, Vendor Management, Defined Benefit, CRM, Insurance, Retirement Planning, IRAs, ERISA, Defined Contribution
Education
Boston College 1991 — 1995
Bachelor of Arts (B.A.), Communications and Marketing
Xaverian 1987 — 1991
Jack Mannix's MFS Investment Management Experience October 2011 - Present
Job Associate Director at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management October 2011 - Present
MFS Investment Management September 2009 - November 2011
MFS Investment Management January 2007 - August 2009
MFS Investment Management 2004 - 2006
MFS Investment Management July 2002 - July 2004
Education
Boston College 1997 — 2001
MFS Investment Management October 2011 - Present
MFS Investment Management September 2009 - November 2011
MFS Investment Management January 2007 - August 2009
MFS Investment Management 2004 - 2006
MFS Investment Management July 2002 - July 2004
Education
Boston College 1997 — 2001
Benjamin Dick's MFS Investment Management Experience June 2002 - November 2007
Job Director of Global Relationship Mgmt
Industry Financial Services
Experience
MFS International Ltd. November 2007 - Present
MFS Investment Management June 2002 - November 2007
Education
Boston College 1995 — 1998
Bachelor's Degree, Political Science
Bedford High School 1991 — 1994
High School
MFS International Ltd. November 2007 - Present
MFS Investment Management June 2002 - November 2007
Education
Boston College 1995 — 1998
Bachelor's Degree, Political Science
Bedford High School 1991 — 1994
High School
Jonathan Pfister's MFS Investment Management Experience September 2004 - August 2005
Job Student at Fordham Law School
Industry Law Practice
Experience
Fordham Law School August 2009 - Present
TransAsia Lawyers March 2008 - August 2009
Global Sources 2006 - 2007
Kid Castle Education Corp August 2005 - August 2006
MFS Investment Management September 2004 - August 2005
Education
East China Normal University 2006 — 2007
Chinese Language Certificate, Mandarin Chinese
Boston College 2000 — 2004
Fordham University School of Law
Fordham Law School August 2009 - Present
TransAsia Lawyers March 2008 - August 2009
Global Sources 2006 - 2007
Kid Castle Education Corp August 2005 - August 2006
MFS Investment Management September 2004 - August 2005
Education
East China Normal University 2006 — 2007
Chinese Language Certificate, Mandarin Chinese
Boston College 2000 — 2004
Fordham University School of Law
Rob Bilek's MFS Investment Management Experience Regional Vice President, CTMFS Investments, Inc.1996 - Present
Job Regional Vice President at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management Regional Vice President, CTMFS Investments, Inc.1996 - Present
Education
Boston College 1991 — 1996
MFS Investment Management Regional Vice President, CTMFS Investments, Inc.1996 - Present
Education
Boston College 1991 — 1996
Gail Sweeney, CFA's MFS Investment Management Experience August 2015 - Present
Job Quantitative Analyst at MFS
Industry Investment Management
Experience
MFS Investment Management August 2015 - Present
Standish Mellon Asset Management September 2011 - June 2015
Sun Life Financial August 2010 - September 2011
Sun Life Financial June 2010 - August 2010
Boston College September 2009 - June 2010
Fletcher Spaght, Inc 2005 - 2008
Skills
Financial Modeling, Due Diligence, Valuation, Fixed Income, Portfolio Management, Barclays POINT, Quantitative Analysis, Competitive Analysis, Asset Management, Barclays Point, Bloomberg, Investment Strategies, Investments, Alternative Investments, Financial Analysis, Data Analysis, Teamwork, Quantitative Analytics, Hedge Funds, Equities, Asset Allocation, Report Writing, Thought Leadership, Institutional..., Equity Research, Securities, Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2010
Master of Science in Finance
Dartmouth College 2004 — 2005
MEM, Master of Engineering Management
Dartmouth College 2003 — 2004
BE, Bachelor of Engineering (BS equivalent)
Dartmouth College 1999 — 2003
AB (Bachelor of Arts), Economics and Engineering Science (double major)
MFS Investment Management August 2015 - Present
Standish Mellon Asset Management September 2011 - June 2015
Sun Life Financial August 2010 - September 2011
Sun Life Financial June 2010 - August 2010
Boston College September 2009 - June 2010
Fletcher Spaght, Inc 2005 - 2008
Skills
Financial Modeling, Due Diligence, Valuation, Fixed Income, Portfolio Management, Barclays POINT, Quantitative Analysis, Competitive Analysis, Asset Management, Barclays Point, Bloomberg, Investment Strategies, Investments, Alternative Investments, Financial Analysis, Data Analysis, Teamwork, Quantitative Analytics, Hedge Funds, Equities, Asset Allocation, Report Writing, Thought Leadership, Institutional..., Equity Research, Securities, Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2010
Master of Science in Finance
Dartmouth College 2004 — 2005
MEM, Master of Engineering Management
Dartmouth College 2003 — 2004
BE, Bachelor of Engineering (BS equivalent)
Dartmouth College 1999 — 2003
AB (Bachelor of Arts), Economics and Engineering Science (double major)
Anne Frasca's MFS Investment Management Experience August 1998 - March 2008
Job VP at Hartford
Industry Financial Services
Experience
Hartford Life March 2008 - Present
MFS Investment Management August 1998 - March 2008
Arthur Andersen LLP February 1994 - August 1998
Education
Boston College 1978 — 1982
BS, Accounting
Hartford Life March 2008 - Present
MFS Investment Management August 1998 - March 2008
Arthur Andersen LLP February 1994 - August 1998
Education
Boston College 1978 — 1982
BS, Accounting
Jon S. Simon, CFA's MFS Investment Management Experience April 1994 - March 2001
Job Client Relationship Manager at Arrowstreet Capital
Industry Investment Management
Experience
Arrowstreet Capital, L.P. October 2014 - Present
Batterymarch Financial Management July 2004 - July 2014
Barclays Global Investors (now BlackRock) March 2001 - November 2002
MFS Investment Management April 1994 - March 2001
Aetna 1992 - 1994
Skills
Relationship Management, Investment Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2004
MSF, Finance
Boston College 1987 — 1991
BS Finance
Arrowstreet Capital, L.P. October 2014 - Present
Batterymarch Financial Management July 2004 - July 2014
Barclays Global Investors (now BlackRock) March 2001 - November 2002
MFS Investment Management April 1994 - March 2001
Aetna 1992 - 1994
Skills
Relationship Management, Investment Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2004
MSF, Finance
Boston College 1987 — 1991
BS Finance
Andrew Colantonio's MFS Investment Management Experience September 2001 - June 2006
Job RS Investments
Industry Financial Services
Experience
RS Investments March 2014 - Present
BlackRock October 2012 - March 2014
BlackRock December 2009 - December 2012
Barclays Global Investors June 2006 - December 2009
MFS Investment Management September 2001 - June 2006
Skills
Alternative Investments, Hedge Funds, Pensions, Investment Management, Fixed Income, Equities, Defined Benefit, Defined Contribution, Foundations, Endowments, Investments, Pension Funds, ETFs, Asset Allocation, Asset Management, Business Development, Capital Markets, Derivatives, Investment Strategies, Portfolio Management, Series 7
Education
Boston College - Wallace E. Carroll Graduate School of Management 2003 — 2005
MBA
Villanova University 1995 — 1999
RS Investments March 2014 - Present
BlackRock October 2012 - March 2014
BlackRock December 2009 - December 2012
Barclays Global Investors June 2006 - December 2009
MFS Investment Management September 2001 - June 2006
Skills
Alternative Investments, Hedge Funds, Pensions, Investment Management, Fixed Income, Equities, Defined Benefit, Defined Contribution, Foundations, Endowments, Investments, Pension Funds, ETFs, Asset Allocation, Asset Management, Business Development, Capital Markets, Derivatives, Investment Strategies, Portfolio Management, Series 7
Education
Boston College - Wallace E. Carroll Graduate School of Management 2003 — 2005
MBA
Villanova University 1995 — 1999
Paul Brito, CIMA®, CFS's MFS Investment Management Experience February 2015 - Present
Job Director at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management February 2015 - Present
MFS Investment Management December 2008 - Present
Pioneer Investments December 2007 - December 2008
MFS Investment Management 2006 - 2007
Skills
Portuguese, Brazilian Portuguese, Spanish-speaking, Alternative Investments, Asset Allocation, Emerging Markets, Financial Markets, Hedge Funds, Investments, Mutual Funds, Separately Managed..., Series 63, Series 7, Financial Services, Relationship Management, Securities, FINRA, Wealth Management, Fixed Income, Investment Management, Equities, ETFs, Trading, Structured Products, Bloomberg, Investment Advisory, Investment Strategies, Fund Of Funds, Derivatives, Capital Markets, Bonds, Portfolio Management, Series 24, Uniform Combined State..., Asset Management
Education
University of Pennsylvania - The Wharton School 2012 — 2012
Certified Investment Management Analyst(CIMA)
Stonehill College 2001 — 2005
Bachelor's degree, Finance, General
Birkbeck College, University of London 2004 — 2004
Finance, General
Salem High School
MFS Investment Management February 2015 - Present
MFS Investment Management December 2008 - Present
Pioneer Investments December 2007 - December 2008
MFS Investment Management 2006 - 2007
Skills
Portuguese, Brazilian Portuguese, Spanish-speaking, Alternative Investments, Asset Allocation, Emerging Markets, Financial Markets, Hedge Funds, Investments, Mutual Funds, Separately Managed..., Series 63, Series 7, Financial Services, Relationship Management, Securities, FINRA, Wealth Management, Fixed Income, Investment Management, Equities, ETFs, Trading, Structured Products, Bloomberg, Investment Advisory, Investment Strategies, Fund Of Funds, Derivatives, Capital Markets, Bonds, Portfolio Management, Series 24, Uniform Combined State..., Asset Management
Education
University of Pennsylvania - The Wharton School 2012 — 2012
Certified Investment Management Analyst(CIMA)
Stonehill College 2001 — 2005
Bachelor's degree, Finance, General
Birkbeck College, University of London 2004 — 2004
Finance, General
Salem High School
Claud Davis's MFS Investment Management Experience August 1989 - Present
Job Investment Officer at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management August 1989 - Present
Skills
Alternative Investments, Equities
Education
Boston College - Wallace E. Carroll Graduate School of Management 1992 — 1995
Lehigh University 1981 — 1985
B.S., Business & Economics
Lehigh University - College of Business and Economics 1981 — 1985
B.S. Business & Economics, Accoutning, Finance
MFS Investment Management August 1989 - Present
Skills
Alternative Investments, Equities
Education
Boston College - Wallace E. Carroll Graduate School of Management 1992 — 1995
Lehigh University 1981 — 1985
B.S., Business & Economics
Lehigh University - College of Business and Economics 1981 — 1985
B.S. Business & Economics, Accoutning, Finance
Craig Moore, CLU®, ChFC®, CFP®, MSF, CASL®'s MFS Investment Management Experience 2001 - 2003
Job Regional Vice President at Nationwide
Industry Investment Management
Experience
Nationwide March 2007 - Present
Sun Life Financial 2001 - 2007
MFS Investment Management 2001 - 2003
Skills
Series 63, Annuities, Series 6, Series 7, Mutual Funds, Asset Allocation, Retirement Planning, Public Speaking, Financial Services, Wealth Management, Fixed Annuities, FINRA, Life Insurance, Retirement, Variable Annuities, Investments, Series 24, 401k, Separately Managed..., Financial Planning, Series 65, Insurance, Organizational..., Alternative Investments, Leadership, Territory Mgmt, Securities
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2005
Masters, Finance
University of New Hampshire -- Peter T. Paul College of Business and Economics 1991 — 1996
Bachelor's, Business Administration
US Army Infantry School
US Army Infantry School
Nationwide March 2007 - Present
Sun Life Financial 2001 - 2007
MFS Investment Management 2001 - 2003
Skills
Series 63, Annuities, Series 6, Series 7, Mutual Funds, Asset Allocation, Retirement Planning, Public Speaking, Financial Services, Wealth Management, Fixed Annuities, FINRA, Life Insurance, Retirement, Variable Annuities, Investments, Series 24, 401k, Separately Managed..., Financial Planning, Series 65, Insurance, Organizational..., Alternative Investments, Leadership, Territory Mgmt, Securities
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2005
Masters, Finance
University of New Hampshire -- Peter T. Paul College of Business and Economics 1991 — 1996
Bachelor's, Business Administration
US Army Infantry School
US Army Infantry School
Grant Norman's MFS Investment Management Experience 2004 - 2007
Job Manager Investments at UPS Group Trust
Industry Capital Markets
Experience
UPS 2013 - Present
First Data Corporation 2011 - 2013
HarbourVest Partners 2007 - 2010
MFS Investment Management 2004 - 2007
MFS Investment Management 2002 - 2004
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Strategic Financial..., Finance, Mutual Funds, Private Equity, Venture Capital, Leadership, Alternative Investments, Analytics, Microsoft Excel, Relationship Management, PowerPoint, Essbase, Corporate Finance, Executive Reporting, Smartview, Hyperion HFM, Problem Solving, Template Building, Month End Close, Cash Flow, Budgets, Variance Analysis
Education
Suffolk University - Sawyer School of Management 2005 — 2007
Master of Science in Finance
Harvard University 2003 — 2003
Portfolio Management
Mercer University - Stetson School of Business and Economics 1998 — 2002
B.B.A
Bond University 2001 — 2001
Study Abroad
Baylor School 1995 — 1998
Boston Sailing Center
Georgia MLS Training Institute
UPS 2013 - Present
First Data Corporation 2011 - 2013
HarbourVest Partners 2007 - 2010
MFS Investment Management 2004 - 2007
MFS Investment Management 2002 - 2004
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Strategic Financial..., Finance, Mutual Funds, Private Equity, Venture Capital, Leadership, Alternative Investments, Analytics, Microsoft Excel, Relationship Management, PowerPoint, Essbase, Corporate Finance, Executive Reporting, Smartview, Hyperion HFM, Problem Solving, Template Building, Month End Close, Cash Flow, Budgets, Variance Analysis
Education
Suffolk University - Sawyer School of Management 2005 — 2007
Master of Science in Finance
Harvard University 2003 — 2003
Portfolio Management
Mercer University - Stetson School of Business and Economics 1998 — 2002
B.B.A
Bond University 2001 — 2001
Study Abroad
Baylor School 1995 — 1998
Boston Sailing Center
Georgia MLS Training Institute
Denise Quinlan's MFS Investment Management Experience 2000 - 2006
Job HRIS Manager at WilmerHale
Industry Law Practice
Experience
WilmerHale, LLP October 2006 - Present
MFS Investment Management 2000 - 2006
Comcast 1998 - 1999
Skills
PeopleSoft, HRIS, Business Analysis, Project Management, Process Improvement, Change Management, Benefits Administration, Vendor Management, Talent Management, Payroll, Applicant Tracking..., Budgets, Employee Benefits, Recruiting, Onboarding, Human Resources
Education
Boston College
WilmerHale, LLP October 2006 - Present
MFS Investment Management 2000 - 2006
Comcast 1998 - 1999
Skills
PeopleSoft, HRIS, Business Analysis, Project Management, Process Improvement, Change Management, Benefits Administration, Vendor Management, Talent Management, Payroll, Applicant Tracking..., Budgets, Employee Benefits, Recruiting, Onboarding, Human Resources
Education
Boston College
Ken Carty's MFS Investment Management Experience May 2001 - December 2007
Job Assistant Vice President, Internal Communications at Natixis
Industry Investment Management
Experience
Natixis Global Asset Management January 2008 - Present
MFS Investment Management May 2001 - December 2007
Massachusetts Municipal Association February 1996 - April 2001
Boston Herald 1992 - February 1996
Sentinel & Enterprise 1988 - 1992
Skills
Corporate Communications, Strategic Communications, Business Strategy, Crisis Communications, Investor Relations, Marketing, Internal Communications, Management, Public Relations, Competitive Analysis, Marketing Communications, Project Management, Intranet, Media Relations, Digital Marketing, Press Releases, Social Media Marketing, French, Publications, Strategy, Business Development, Fixed Income, Series 7, ETFs, Series 63, Alternative Investments, Mutual Funds, Hedge Funds
Education
Boston College 1985 — 1988
Bachelor of Arts, Communications
Natixis Global Asset Management January 2008 - Present
MFS Investment Management May 2001 - December 2007
Massachusetts Municipal Association February 1996 - April 2001
Boston Herald 1992 - February 1996
Sentinel & Enterprise 1988 - 1992
Skills
Corporate Communications, Strategic Communications, Business Strategy, Crisis Communications, Investor Relations, Marketing, Internal Communications, Management, Public Relations, Competitive Analysis, Marketing Communications, Project Management, Intranet, Media Relations, Digital Marketing, Press Releases, Social Media Marketing, French, Publications, Strategy, Business Development, Fixed Income, Series 7, ETFs, Series 63, Alternative Investments, Mutual Funds, Hedge Funds
Education
Boston College 1985 — 1988
Bachelor of Arts, Communications
Rob Bilek's MFS Investment Management Experience July 2000 - Present
Job Regional Vice President at MFS Investments, Inc.
Industry Investment Management
Experience
MFS Investment Management July 2000 - Present
MFS Investment Management March 1996 - June 2000
Education
Boston College 1991 — 1995
BS, School of Management
MFS Investment Management July 2000 - Present
MFS Investment Management March 1996 - June 2000
Education
Boston College 1991 — 1995
BS, School of Management
Jon Sage, CFA's MFS Investment Management Experience 2000 - Present
Job Portfolio Manager at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management 2000 - Present
MFS Investment Management 2000 - 2005
Skills
Global Investment..., Equities, Portfolio Management, Investment Management, Equity Research, Investment Strategies, Emerging Markets, Asset Managment, Quantitative Investing, Risk Management, Long/Short Equity, Risk Analysis, Hedge Funds, Mutual Funds, Investments, Bloomberg, Alternative Investments, ETFs, Asset Management
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA, MSF, Finance
Tufts University 1991 — 1995
BA, Social Psychology
MFS Investment Management 2000 - Present
MFS Investment Management 2000 - 2005
Skills
Global Investment..., Equities, Portfolio Management, Investment Management, Equity Research, Investment Strategies, Emerging Markets, Asset Managment, Quantitative Investing, Risk Management, Long/Short Equity, Risk Analysis, Hedge Funds, Mutual Funds, Investments, Bloomberg, Alternative Investments, ETFs, Asset Management
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA, MSF, Finance
Tufts University 1991 — 1995
BA, Social Psychology
Ilda O'Brien, CFA's MFS Investment Management Experience June 1998 - March 2012
Job Municipal Credit Research
Industry Investment Management
Experience
MFS Investment Management June 1998 - March 2012
John Hancock Advisors March 1996 - May 1998
John Hancock Funds September 1994 - March 1996
Skills
Risk Management, Financial Management, Asset Management, Investments, Series 7, Asset Managment, Portfolio Management, Bloomberg, Capital Markets, Financial Modeling, Equities, Finance, Hedge Funds
Education
CFA Designation
Boston College - Wallace E. Carroll Graduate School of Management
MS, Masters in Finance
Regis College
Bachelor of Business Administration (B.B.A.)
MFS Investment Management June 1998 - March 2012
John Hancock Advisors March 1996 - May 1998
John Hancock Funds September 1994 - March 1996
Skills
Risk Management, Financial Management, Asset Management, Investments, Series 7, Asset Managment, Portfolio Management, Bloomberg, Capital Markets, Financial Modeling, Equities, Finance, Hedge Funds
Education
CFA Designation
Boston College - Wallace E. Carroll Graduate School of Management
MS, Masters in Finance
Regis College
Bachelor of Business Administration (B.B.A.)
Rich Bergskaug's MFS Investment Management Experience 1998 - 2004
Job Director Alternative School: CAP Program at Franklin High School
Industry Primary/Secondary Education
Experience
Franklin High School August 2014 - Present
Hollis Brookline HS August 2013 - June 2014
Souhegan High School August 2011 - June 2013
Razzaboni Home Builders June 2004 - July 2011
MFS Investment Management 1998 - 2004
Education
Southern New Hampshire University 2012 — 2014
Master's Degree, Special Education and Teaching
Boston College 1994 — 1998
BA, Sociology ; Theology
Franklin High School August 2014 - Present
Hollis Brookline HS August 2013 - June 2014
Souhegan High School August 2011 - June 2013
Razzaboni Home Builders June 2004 - July 2011
MFS Investment Management 1998 - 2004
Education
Southern New Hampshire University 2012 — 2014
Master's Degree, Special Education and Teaching
Boston College 1994 — 1998
BA, Sociology ; Theology
Dale Dutile's MFS Investment Management Experience June 1993 - May 2006
Job Managing Director, Opportunistic Value Team, The Boston Company
Industry Investment Management
Experience
The Boston Company July 2006 - Present
MFS Investment Management June 1993 - May 2006
Skills
Hedge Funds, Equities, Portfolio Management, Investments, Mutual Funds, Emerging Markets, Equity Research, Valuation, Bloomberg, Alternative Investments, Asset Management, Equity Valuation, Financial Modeling, Investment Management, Capital Markets
Education
Massachusetts Institute of Technology - Sloan School of Management 1992 — 1994
MBA, Finance
Boston College 1985 — 1989
MS, Finance & Quantitative Analysis, Finance
The Boston Company July 2006 - Present
MFS Investment Management June 1993 - May 2006
Skills
Hedge Funds, Equities, Portfolio Management, Investments, Mutual Funds, Emerging Markets, Equity Research, Valuation, Bloomberg, Alternative Investments, Asset Management, Equity Valuation, Financial Modeling, Investment Management, Capital Markets
Education
Massachusetts Institute of Technology - Sloan School of Management 1992 — 1994
MBA, Finance
Boston College 1985 — 1989
MS, Finance & Quantitative Analysis, Finance
David T. Reilly, CFA's MFS Investment Management Experience May 1993 - March 2000
Job Vice President, Investment Strategist at Natixis Global Associates
Industry Investment Management
Experience
Natixis Global Asset Management May 2010 - Present
Foreside Advisory Network April 2009 - November 2009
LPL Financial Services March 2000 - March 2009
MFS Investment Management May 1993 - March 2000
William O'Neil + Co. Inc. December 1989 - September 1992
Education
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 1999
MBA, Finance
Fairfield University 1984 — 1988
BA, Economics
Natixis Global Asset Management May 2010 - Present
Foreside Advisory Network April 2009 - November 2009
LPL Financial Services March 2000 - March 2009
MFS Investment Management May 1993 - March 2000
William O'Neil + Co. Inc. December 1989 - September 1992
Education
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 1999
MBA, Finance
Fairfield University 1984 — 1988
BA, Economics
Carol Quilty's MFS Investment Management Experience October 2010 - March 2011
Job Sr. Business Analyst at John Hancock Life Insurance Company (U.S.A.)
Industry Information Technology and Services
Experience
John Hancock Life Insurance Company (U.S.A.) April 2011 - Present
Leap Frog Systems February 2009 - April 2011
MFS Investment Management October 2010 - March 2011
John Hancock Life Insurance Company (U.S.A.) February 2009 - October 2010
Sun Life Financial March 2007 - February 2009
Aspen Specialty Insurance April 2006 - March 2007
John Hancock October 1997 - April 2006
MA Dept. of Employment and Training 1989 - 1997
Skills
Business Requirements, SDLC, Requirements Gathering, Requirements Analysis, Business Analysis, Business Intelligence, Data Warehousing, Insurance, Software Documentation, User Acceptance Testing, Business Process, Vendor Management, Analysis, Process Improvement, Project Management, Software Project..., Systems Analysis, Visio, SharePoint, Financial Services
Education
Boston College
Grad. Cert, Politics and Government
Boston Latin Academy
H.S. ( College Prep), Classics and Classical Languages, Literatures, and Linguistics
Framingham State University
BA, Economics
John Hancock Life Insurance Company (U.S.A.) April 2011 - Present
Leap Frog Systems February 2009 - April 2011
MFS Investment Management October 2010 - March 2011
John Hancock Life Insurance Company (U.S.A.) February 2009 - October 2010
Sun Life Financial March 2007 - February 2009
Aspen Specialty Insurance April 2006 - March 2007
John Hancock October 1997 - April 2006
MA Dept. of Employment and Training 1989 - 1997
Skills
Business Requirements, SDLC, Requirements Gathering, Requirements Analysis, Business Analysis, Business Intelligence, Data Warehousing, Insurance, Software Documentation, User Acceptance Testing, Business Process, Vendor Management, Analysis, Process Improvement, Project Management, Software Project..., Systems Analysis, Visio, SharePoint, Financial Services
Education
Boston College
Grad. Cert, Politics and Government
Boston Latin Academy
H.S. ( College Prep), Classics and Classical Languages, Literatures, and Linguistics
Framingham State University
BA, Economics
Laura Chabot's MFS Investment Management Experience September 2012 - Present
Job Business Manager at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management September 2012 - Present
MFS August 2007 - September 2012
Wellington Management 2004 - 2007
The Boston Company 2000 - 2004
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2006
MBA
Boston College 1996 — 2000
MFS Investment Management September 2012 - Present
MFS August 2007 - September 2012
Wellington Management 2004 - 2007
The Boston Company 2000 - 2004
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2006
MBA
Boston College 1996 — 2000
Dan Hartigan's MFS Investment Management Experience September 1993 - February 2008
Job Financial Services Professional
Industry Financial Services
Experience
Hartford Retirement Services, Inc. February 2008 - December 2008
MFS Investment Management September 1993 - February 2008
Fidelity Investments March 1984 - September 1993
Skills
Relationship Management, Investments, Management
Education
Suffolk University - Sawyer Business School 1984 — 1990
MBA, Business
Boston College 1978 — 1982
BS, Management
Hartford Retirement Services, Inc. February 2008 - December 2008
MFS Investment Management September 1993 - February 2008
Fidelity Investments March 1984 - September 1993
Skills
Relationship Management, Investments, Management
Education
Suffolk University - Sawyer Business School 1984 — 1990
MBA, Business
Boston College 1978 — 1982
BS, Management
Maureen Buxton's MFS Investment Management Experience 1994 - 2001
Job Senior Sales Executive at NAVEX Global
Industry Financial Services
Experience
NAVEX Global March 2015 - Present
Thomson Reuters December 2005 - Present
Thomson Financial April 2001 - December 2005
MFS Investment Management 1994 - 2001
Skills
Market Data, Salesforce.com, Account Management, New Business Development, Sales Operations, Management, Fixed Income, Reference Data, Vendor Management, CRM, Investments, Customer Relations, Process Improvement, Customer Service, Pricing, Thomson One, First Call Estimates, IBES Estimates, Panopticon, Elektron, MarketQA, Lipper, TREP, EIKON, Tableau, StreetEvents, Estimates, Worldscope, Fundamentals, Worldcheck
Education
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 2000
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Massachusetts, Amherst 1990 — 1994
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
NAVEX Global March 2015 - Present
Thomson Reuters December 2005 - Present
Thomson Financial April 2001 - December 2005
MFS Investment Management 1994 - 2001
Skills
Market Data, Salesforce.com, Account Management, New Business Development, Sales Operations, Management, Fixed Income, Reference Data, Vendor Management, CRM, Investments, Customer Relations, Process Improvement, Customer Service, Pricing, Thomson One, First Call Estimates, IBES Estimates, Panopticon, Elektron, MarketQA, Lipper, TREP, EIKON, Tableau, StreetEvents, Estimates, Worldscope, Fundamentals, Worldcheck
Education
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 2000
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Massachusetts, Amherst 1990 — 1994
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Matt Fontaine, CFA's MFS Investment Management Experience December 1986 - June 1994
Job Senior Portfolio Manager at Standish Mellon Asset Management
Industry Investment Management
Experience
Standish Mellon Asset Management January 2011 - Present
Stage Harbor Capital July 2006 - December 2010
Sirios Capital Management April 2001 - July 2006
The Boston Company Asset Management June 1994 - April 2001
MFS Investment Management December 1986 - June 1994
Skills
Equities, High Yield, Hedge Funds, Asset Management, Bloomberg, Capital Markets, Portfolio Management, Credit, Investments, Bonds, Investment Banking, Fixed Income, Asset Allocation, Private Equity, Trading, Alternative Investments, Financial Markets, Securities, Equity Research, Valuation, Investment Management, Emerging Markets, Fund Of Funds, Equity Valuation, Mutual Funds, Investment Strategies
Education
Boston College - Wallace E. Carroll Graduate School of Management 1987 — 1991
MBA
Hobart and William Smith Colleges 1982 — 1986
BA, History
Standish Mellon Asset Management January 2011 - Present
Stage Harbor Capital July 2006 - December 2010
Sirios Capital Management April 2001 - July 2006
The Boston Company Asset Management June 1994 - April 2001
MFS Investment Management December 1986 - June 1994
Skills
Equities, High Yield, Hedge Funds, Asset Management, Bloomberg, Capital Markets, Portfolio Management, Credit, Investments, Bonds, Investment Banking, Fixed Income, Asset Allocation, Private Equity, Trading, Alternative Investments, Financial Markets, Securities, Equity Research, Valuation, Investment Management, Emerging Markets, Fund Of Funds, Equity Valuation, Mutual Funds, Investment Strategies
Education
Boston College - Wallace E. Carroll Graduate School of Management 1987 — 1991
MBA
Hobart and William Smith Colleges 1982 — 1986
BA, History
Robyn (Goulet) Griffin's MFS Investment Management Experience 2008 - 2009
Job Investment Management Compliance Consultant
Industry Investment Management
Experience
Griffin Compliance LLC August 2008 - Present
MFS Investment Management 2008 - 2009
State Street July 2007 - July 2008
Investors Bank & Trust October 2006 - July 2007
Liberty Mutual March 2006 - October 2006
Deloitte & Touche LLP 1997 - 2006
Education
Boston College 1993 — 1997
BS, Accounting, Finance
Griffin Compliance LLC August 2008 - Present
MFS Investment Management 2008 - 2009
State Street July 2007 - July 2008
Investors Bank & Trust October 2006 - July 2007
Liberty Mutual March 2006 - October 2006
Deloitte & Touche LLP 1997 - 2006
Education
Boston College 1993 — 1997
BS, Accounting, Finance
Glynn Michael's MFS Investment Management Experience 2006 - 2008
Job HRMS Manager at Commonwealth of Massachusetts
Industry Government Administration
Experience
MFS Investment Management 2006 - 2008
Draper Laboratory 2000 - 2006
MIT Lincoln Laboratory 1998 - 2000
MIT 1985 - 1998
Skills
Compensation, PeopleSoft, Benefits, Payroll, HRIS, PeopleTools, Benefits Administration, PeopleCode, SQR, Performance Management
Education
Boston College
BS, Computer Science (SOM)
MFS Investment Management 2006 - 2008
Draper Laboratory 2000 - 2006
MIT Lincoln Laboratory 1998 - 2000
MIT 1985 - 1998
Skills
Compensation, PeopleSoft, Benefits, Payroll, HRIS, PeopleTools, Benefits Administration, PeopleCode, SQR, Performance Management
Education
Boston College
BS, Computer Science (SOM)
Brendan Mannix's MFS Investment Management Experience May 2015 - Present
Job US Retail Sales Strategist at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management May 2015 - Present
MFS Investment Management October 2013 - May 2015
MFS Investment Management January 2011 - September 2013
Skills
Asset Managment, Alternative Investments, Mutual Funds
Education
Boston College 1994 — 1998
MFS Investment Management May 2015 - Present
MFS Investment Management October 2013 - May 2015
MFS Investment Management January 2011 - September 2013
Skills
Asset Managment, Alternative Investments, Mutual Funds
Education
Boston College 1994 — 1998
Edgar Roy's MFS Investment Management Experience December 2008 - July 2012
Job MBA | Commercial Credit Officer at Merchants Bank
Industry Banking
Experience
Merchants Bank January 2015 - Present
Bridgewater Savings Bank May 2014 - January 2015
Merchants Bank August 2012 - April 2014
MFS Investment Management December 2008 - July 2012
State Street 2006 - 2009
Investors Bank & Trust 2006 - 2008
Skills
Bloomberg, Mutual Funds, Fixed Income, Equities, Derivatives, Asset Managment, Investments, Financial Statement..., Microsoft Excel, Microsoft Word, Financial Accounting, Credit, Commercial Banking, Loans, Relationship Management, Commercial Lending, Small Business Lending, Asset Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2012
MBA, Business Administration, 3.8
University of Rhode Island - College of Business Administration 2001 — 2005
B.S., Finance
Merchants Bank January 2015 - Present
Bridgewater Savings Bank May 2014 - January 2015
Merchants Bank August 2012 - April 2014
MFS Investment Management December 2008 - July 2012
State Street 2006 - 2009
Investors Bank & Trust 2006 - 2008
Skills
Bloomberg, Mutual Funds, Fixed Income, Equities, Derivatives, Asset Managment, Investments, Financial Statement..., Microsoft Excel, Microsoft Word, Financial Accounting, Credit, Commercial Banking, Loans, Relationship Management, Commercial Lending, Small Business Lending, Asset Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2012
MBA, Business Administration, 3.8
University of Rhode Island - College of Business Administration 2001 — 2005
B.S., Finance
Ryan Quinn's MFS Investment Management Experience September 2001 - March 2007
Job VP, Investment Only DC Sales at Prudential Investments
Industry Investment Management
Experience
Prudential Investments January 2012 - Present
The Hartford March 2007 - January 2012
MFS Investment Management September 2001 - March 2007
Education
Boston College 1997 — 2001
BA, English
Xavier High School 1993 — 1997
Prudential Investments January 2012 - Present
The Hartford March 2007 - January 2012
MFS Investment Management September 2001 - March 2007
Education
Boston College 1997 — 2001
BA, English
Xavier High School 1993 — 1997
Brian T. Hourihan's MFS Investment Management Experience June 2004 - April 2006
Job Senior Vice President & Senior Managing Counsel at OppenheimerFunds, Inc.
Industry Investment Management
Experience
OppenheimerFunds, Inc. April 2006 - Present
MFS Investment Management June 2004 - April 2006
Affiliated Managers Group January 2004 - June 2004
Fidelity Investments FMR Corp. August 1999 - January 2004
Scudder Kemper Investments January 1999 - July 1999
U.S. Securities and Exchange Commission September 1996 - December 1998
U.S. Securities and Exchange Commission July 1995 - September 1996
Rogers & Wells July 1993 - July 1995
Mudge Rose, Guthrie Alexander & Ferdon September 1991 - July 1993
Skills
Mutual Funds, Alternative Investments, Asset Management, Financial Services, Hedge Funds, Equities, Investments, Capital Markets, Fixed Income, Securities, Securities Regulation, Investment Management, FINRA, Mergers & Acquisitions, Corporate Finance, Corporate Governance, Trading, Structured Finance, Corporate Law, Offshore Funds, Municipal Bonds, ETFs, Finance, Due Diligence
Education
Georgetown University Law Center
Master of Laws (LL.M.), Banking, Corporate, Finance, and Securities Law
The Catholic University of America, Columbus School of Law
Doctor of Law (J.D.), Law Review
Boston College
Bachelor of Arts (B.A.), Political Science, Magna Cum Laude
Newington High School 1979 — 1983
OppenheimerFunds, Inc. April 2006 - Present
MFS Investment Management June 2004 - April 2006
Affiliated Managers Group January 2004 - June 2004
Fidelity Investments FMR Corp. August 1999 - January 2004
Scudder Kemper Investments January 1999 - July 1999
U.S. Securities and Exchange Commission September 1996 - December 1998
U.S. Securities and Exchange Commission July 1995 - September 1996
Rogers & Wells July 1993 - July 1995
Mudge Rose, Guthrie Alexander & Ferdon September 1991 - July 1993
Skills
Mutual Funds, Alternative Investments, Asset Management, Financial Services, Hedge Funds, Equities, Investments, Capital Markets, Fixed Income, Securities, Securities Regulation, Investment Management, FINRA, Mergers & Acquisitions, Corporate Finance, Corporate Governance, Trading, Structured Finance, Corporate Law, Offshore Funds, Municipal Bonds, ETFs, Finance, Due Diligence
Education
Georgetown University Law Center
Master of Laws (LL.M.), Banking, Corporate, Finance, and Securities Law
The Catholic University of America, Columbus School of Law
Doctor of Law (J.D.), Law Review
Boston College
Bachelor of Arts (B.A.), Political Science, Magna Cum Laude
Newington High School 1979 — 1983
George Killory's MFS Investment Management Experience February 2012 - Present
Job Senior Global Client Administrator
Industry Financial Services
Experience
MFS Investment Management February 2012 - Present
UBS Investment Bank September 2010 - September 2011
Wexford Capital LP November 2007 - September 2010
Fidelity Investments January 2006 - November 2007
Ameriquest Mortgage March 2004 - December 2004
State Street Corporation November 2002 - March 2004
Education
Boston College 2014 — 2018
Master of Business Administration (MBA), Asset Management
Boston College 1999 — 2002
BA, Economics
Gettysburg College 1998 — 1999
Bachelors, Economics
MFS Investment Management February 2012 - Present
UBS Investment Bank September 2010 - September 2011
Wexford Capital LP November 2007 - September 2010
Fidelity Investments January 2006 - November 2007
Ameriquest Mortgage March 2004 - December 2004
State Street Corporation November 2002 - March 2004
Education
Boston College 2014 — 2018
Master of Business Administration (MBA), Asset Management
Boston College 1999 — 2002
BA, Economics
Gettysburg College 1998 — 1999
Bachelors, Economics
Colleen Court's MFS Investment Management Experience March 2011 - November 2011
Job Real Estate Attorney
Industry Real Estate
Experience
Law Office of Andrea Hickey June 2011 - Present
Ricciardelli & Small June 2012 - July 2013
Rudolph Friedmann LLP April 2013 - May 2013
MFS Investment Management March 2011 - November 2011
Skills
Legal Writing, Legal Research, Westlaw, Social Networking, Real Estate Development, Real Estate, Loan Closings, Post Closing, Paralegals, Real Estate Transactions
Education
New England School of Law 2006 — 2010
JD
Boston College 1988 — 1992
Bachelor of Arts, English and Communications
Law Office of Andrea Hickey June 2011 - Present
Ricciardelli & Small June 2012 - July 2013
Rudolph Friedmann LLP April 2013 - May 2013
MFS Investment Management March 2011 - November 2011
Skills
Legal Writing, Legal Research, Westlaw, Social Networking, Real Estate Development, Real Estate, Loan Closings, Post Closing, Paralegals, Real Estate Transactions
Education
New England School of Law 2006 — 2010
JD
Boston College 1988 — 1992
Bachelor of Arts, English and Communications
Anabel Rodriguez Whelton's MFS Investment Management Experience June 2002 - February 2008
Job ERISA Consultant at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group January 2013 - Present
The Hartford March 2008 - December 2012
MFS Investment Management June 2002 - February 2008
Skills
ERISA, 401k, Mutual Funds, Pensions, Retirement, Financial Services, Investments, Employee Benefits, FINRA, Securities, Defined Contribution
Education
Suffolk University Law School 1993 — 1996
JD, Law
Boston College 1988 — 1992
BA, Psychology
MassMutual Financial Group January 2013 - Present
The Hartford March 2008 - December 2012
MFS Investment Management June 2002 - February 2008
Skills
ERISA, 401k, Mutual Funds, Pensions, Retirement, Financial Services, Investments, Employee Benefits, FINRA, Securities, Defined Contribution
Education
Suffolk University Law School 1993 — 1996
JD, Law
Boston College 1988 — 1992
BA, Psychology
Rose Hanley's MFS Investment Management Experience January 2014 - Present
Job Regional Sales Representative at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management January 2014 - Present
Retail Opportunity Investments Corp. July 2011 - December 2013
Skills
Yardi Voyager, Microsoft Excel, Microsoft Word, Financial Analysis, PowerPoint, Real Estate, Financial Modeling, Microsoft Office, Accounting, Spanish
Education
Boston College 2007 — 2011
Bachelor of Science (BS), Finance, General
Universidad de Alicante 2008 — 2009
Spanish Language and Literature
Seton Hall University 2007 — 2009
Finance, General
MFS Investment Management January 2014 - Present
Retail Opportunity Investments Corp. July 2011 - December 2013
Skills
Yardi Voyager, Microsoft Excel, Microsoft Word, Financial Analysis, PowerPoint, Real Estate, Financial Modeling, Microsoft Office, Accounting, Spanish
Education
Boston College 2007 — 2011
Bachelor of Science (BS), Finance, General
Universidad de Alicante 2008 — 2009
Spanish Language and Literature
Seton Hall University 2007 — 2009
Finance, General
Alexis Antonelli's MFS Investment Management Experience August 2014 - Present
Job High Yield Research Associate at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management August 2014 - Present
MFS Investment Management June 2013 - August 2013
Newton Country Day School November 2011 - February 2013
MFS Investment Management June 2012 - August 2012
Education
Boston College 2010 — 2014
Bachelor of Arts (B.A.), Applied Psychology and Human Development
The University of Queensland 2013 — 2013
Study Abroad
The Rivers School 2004 — 2010
MFS Investment Management August 2014 - Present
MFS Investment Management June 2013 - August 2013
Newton Country Day School November 2011 - February 2013
MFS Investment Management June 2012 - August 2012
Education
Boston College 2010 — 2014
Bachelor of Arts (B.A.), Applied Psychology and Human Development
The University of Queensland 2013 — 2013
Study Abroad
The Rivers School 2004 — 2010
Michele Perrotti's MFS Investment Management Experience March 2005 - November 2008
Job VP, High Risk Role Program at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2014 - Present
Fidelity Investments April 2009 - August 2014
MFS Investment Management March 2005 - November 2008
PwC August 1994 - February 2005
Skills
Customer Service, Strategic Planning, Budgets, Marketing Strategy, Internal Controls, Mutual Funds, Sarbanes-Oxley Act, Complaince, Project Management, Microsoft Office, Business Analysis, Mergers & Acquisitions, Financial Modeling, Risk Management, Financial Analysis, Financial Services, Management
Education
Boston College 1990 — 1994
BS Business Administration, Business Administration/Marketing
Boston College - Wallace E. Carroll Graduate School of Management
Fidelity Investments September 2014 - Present
Fidelity Investments April 2009 - August 2014
MFS Investment Management March 2005 - November 2008
PwC August 1994 - February 2005
Skills
Customer Service, Strategic Planning, Budgets, Marketing Strategy, Internal Controls, Mutual Funds, Sarbanes-Oxley Act, Complaince, Project Management, Microsoft Office, Business Analysis, Mergers & Acquisitions, Financial Modeling, Risk Management, Financial Analysis, Financial Services, Management
Education
Boston College 1990 — 1994
BS Business Administration, Business Administration/Marketing
Boston College - Wallace E. Carroll Graduate School of Management
Michael Dewey, CFA, FRM's MFS Investment Management Experience September 2011 - Present
Job Quantitative Research Associate at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management September 2011 - Present
Partners HealthCare System, Inc. - Endowment & Pension Funds June 2010 - September 2011
Partners HealthCare System, Inc. - Endowment & Pension Funds January 2009 - June 2010
Partners HealthCare System, Inc. - Endowment & Pension Funds October 2007 - January 2009
Skills
Financial Modeling, VBA, Bloomberg, FactSet, Morningstar Direct, PerTrac, Financial Markets, Mutual Funds, Alternative Investments, Asset Allocation, Due Diligence, Equities, Investments, Valuation
Education
Boston College
BA, Finance
MFS Investment Management September 2011 - Present
Partners HealthCare System, Inc. - Endowment & Pension Funds June 2010 - September 2011
Partners HealthCare System, Inc. - Endowment & Pension Funds January 2009 - June 2010
Partners HealthCare System, Inc. - Endowment & Pension Funds October 2007 - January 2009
Skills
Financial Modeling, VBA, Bloomberg, FactSet, Morningstar Direct, PerTrac, Financial Markets, Mutual Funds, Alternative Investments, Asset Allocation, Due Diligence, Equities, Investments, Valuation
Education
Boston College
BA, Finance
Wes Stephanian's MFS Investment Management Experience December 2012 - Present
Job Fixed Income Trading Associate at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management December 2012 - Present
Chartis Insurance June 2011 - August 2011
Madison Parker Capital February 2010 - August 2010
WilmerHale June 2008 - August 2008
Skills
Bloomberg, Equities, Financial Analysis, Financial Modeling, Fixed Income, Investments, Microsoft Excel, Private Equity, Underwriting, Valuation, Analysis, Public Speaking
Education
Boston College
Economics
Belmont Hill School
MFS Investment Management December 2012 - Present
Chartis Insurance June 2011 - August 2011
Madison Parker Capital February 2010 - August 2010
WilmerHale June 2008 - August 2008
Skills
Bloomberg, Equities, Financial Analysis, Financial Modeling, Fixed Income, Investments, Microsoft Excel, Private Equity, Underwriting, Valuation, Analysis, Public Speaking
Education
Boston College
Economics
Belmont Hill School
Erika Panyard's MFS Investment Management Experience January 2003 - May 2006
Job VP Senior Technical Advisor at US Bancorp Fund Services, LLC
Industry Financial Services
Experience
U.S. Bancorp Fund Services, LLC November 2007 - Present
MFS Investment Management January 2003 - May 2006
MFS Investment Management July 1997 - January 2003
Putnam Investments October 1995 - July 1997
Stride Rite February 1995 - October 1995
PwC December 1991 - February 1995
Skills
Mutual Funds, Auditing, Lean Six Sigma, Fund Administration, Valuation, Fund Accounting, Compliance
Education
Northeastern University 1991 — 1992
MBA/MS Accounting, Accounting and Business Management
Binghamton University 1986 — 1990
BS, Economics
U.S. Bancorp Fund Services, LLC November 2007 - Present
MFS Investment Management January 2003 - May 2006
MFS Investment Management July 1997 - January 2003
Putnam Investments October 1995 - July 1997
Stride Rite February 1995 - October 1995
PwC December 1991 - February 1995
Skills
Mutual Funds, Auditing, Lean Six Sigma, Fund Administration, Valuation, Fund Accounting, Compliance
Education
Northeastern University 1991 — 1992
MBA/MS Accounting, Accounting and Business Management
Binghamton University 1986 — 1990
BS, Economics
Tom Pavlik's MFS Investment Management Experience 1999 - 2002
Job VP, Attribution and Portfolio Analysis, Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners 2012 - Present
StatPro 2008 - 2012
Segal Advisors 2008 - 2008
Fidelity Investments 2005 - 2008
MFS Investment Management 1999 - 2002
MFS Investment Management 1994 - 1999
Skills
Portfolio Management, Equities, Investments, Asset Management, Fixed Income, Alternative Investments, Hedge Funds, Asset Allocation, Bloomberg, Investment Management, Derivatives, Mutual Funds, Securities, Capital Markets
Education
Boston College
Bachelor of Arts, Accounting
Guggenheim Partners 2012 - Present
StatPro 2008 - 2012
Segal Advisors 2008 - 2008
Fidelity Investments 2005 - 2008
MFS Investment Management 1999 - 2002
MFS Investment Management 1994 - 1999
Skills
Portfolio Management, Equities, Investments, Asset Management, Fixed Income, Alternative Investments, Hedge Funds, Asset Allocation, Bloomberg, Investment Management, Derivatives, Mutual Funds, Securities, Capital Markets
Education
Boston College
Bachelor of Arts, Accounting
Terence Wiggins's MFS Investment Management Experience 2001 - Present
Job Property Operations at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management 2001 - Present
Securitas 1998 - 2001
Education
Boston College 1992 — 1996
MFS Investment Management 2001 - Present
Securitas 1998 - 2001
Education
Boston College 1992 — 1996
Peyton Chou's MFS Investment Management Experience March 2007 - November 2008
Job Application Support Analyst at Boston Financial Data Services
Industry Information Technology and Services
Experience
Boston Financial Data Services May 2013 - Present
iWalk January 2013 - March 2013
Codix February 2012 - November 2012
Deutsche Bank July 2011 - November 2011
ABC Money Transactions Inc December 2008 - June 2011
MFS Investment Management March 2007 - November 2008
Investors Bank & Trust October 2006 - March 2007
Bank of America Corp November 2005 - October 2006
Boston Financial Data Services February 2005 - October 2005
State Street Corp June 2001 - January 2005
Skills
Financial Analysis, Financial Reporting, Financial Accounting, Information Technology, Network Administration, System Administration, Systems Analysis, Business Analysis, Desktop Administration, Help Desk Support
Education
University of Massachusetts, Amherst 1998 — 2001
BA, Economics
Boston College 1997 — 1998
Boston Financial Data Services May 2013 - Present
iWalk January 2013 - March 2013
Codix February 2012 - November 2012
Deutsche Bank July 2011 - November 2011
ABC Money Transactions Inc December 2008 - June 2011
MFS Investment Management March 2007 - November 2008
Investors Bank & Trust October 2006 - March 2007
Bank of America Corp November 2005 - October 2006
Boston Financial Data Services February 2005 - October 2005
State Street Corp June 2001 - January 2005
Skills
Financial Analysis, Financial Reporting, Financial Accounting, Information Technology, Network Administration, System Administration, Systems Analysis, Business Analysis, Desktop Administration, Help Desk Support
Education
University of Massachusetts, Amherst 1998 — 2001
BA, Economics
Boston College 1997 — 1998
Jonathan Hubbard, CFA's MFS Investment Management Experience April 2000 - Present
Job Director, Institutional DC Platforms at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management April 2000 - Present
Education
Boston College - Carroll School of Management 2004 — 2006
Master of Business Administration (MBA)
Syracuse University 1990 — 1994
Bachelor of Arts (B.A.), Policy Studies & Political Science
MFS Investment Management April 2000 - Present
Education
Boston College - Carroll School of Management 2004 — 2006
Master of Business Administration (MBA)
Syracuse University 1990 — 1994
Bachelor of Arts (B.A.), Policy Studies & Political Science
David Oliveri's MFS Investment Management Experience February 1998 - May 2007
Job Director, Editorial Services at Eaton Vance
Industry Investment Management
Experience
Eaton Vance August 2011 - Present
The Boston Company May 2007 - August 2011
MFS Investment Management February 1998 - May 2007
DALBAR, Inc. 1994 - 1998
Boston Business Journal 1991 - 1993
Education
Northeastern University 1989 — 1991
Master of Arts (M.A.), Journalism
Boston College 1984 — 1988
Bachelor of Business Administration (BBA), Finance
Eaton Vance August 2011 - Present
The Boston Company May 2007 - August 2011
MFS Investment Management February 1998 - May 2007
DALBAR, Inc. 1994 - 1998
Boston Business Journal 1991 - 1993
Education
Northeastern University 1989 — 1991
Master of Arts (M.A.), Journalism
Boston College 1984 — 1988
Bachelor of Business Administration (BBA), Finance
Paul Guarino's MFS Investment Management Experience September 1996 - Present
Job Senior Manager at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management September 1996 - Present
Skills
Pricing, Fair Value, Valuation, Mutual Funds, Fund Accounting, Fixed Income
Education
Boston College 1988 — 1992
Bachelor of Science (BS), Marketing
MFS Investment Management September 1996 - Present
Skills
Pricing, Fair Value, Valuation, Mutual Funds, Fund Accounting, Fixed Income
Education
Boston College 1988 — 1992
Bachelor of Science (BS), Marketing
Sandy McGuire's MFS Investment Management Experience June 1994 - November 2006
Job VP, Director, Strategic Relationship Manager at Janus Capital Group
Industry Investment Management
Experience
Janus Capital Group December 2006 - Present
MFS Investment Management June 1994 - November 2006
Education
Suffolk University 1991 — 1994
Master of Business Administration (MBA)
Boston College 1987 — 1991
Bachelor of Arts (B.A.), Communications
Janus Capital Group December 2006 - Present
MFS Investment Management June 1994 - November 2006
Education
Suffolk University 1991 — 1994
Master of Business Administration (MBA)
Boston College 1987 — 1991
Bachelor of Arts (B.A.), Communications
David Cavanaugh's MFS Investment Management Experience May 1999 - June 2005
Job Partner, Senior Research Analyst, Assistant Portfolio Manager
Industry Financial Services
Experience
Copper Rock Capital Partners July 2005 - Present
MFS Investment Management May 1999 - June 2005
State Street Research July 1997 - May 1999
Skills
Asset Management, Equities, Portfolio Management
Education
University of Pennsylvania - The Wharton School 1995 — 1997
Master of Business Administration (MBA), Accounting and Finance
Boston College 1988 — 1992
Bachelor of Science (BS), Finance, General
Copper Rock Capital Partners July 2005 - Present
MFS Investment Management May 1999 - June 2005
State Street Research July 1997 - May 1999
Skills
Asset Management, Equities, Portfolio Management
Education
University of Pennsylvania - The Wharton School 1995 — 1997
Master of Business Administration (MBA), Accounting and Finance
Boston College 1988 — 1992
Bachelor of Science (BS), Finance, General
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group