MFS Investment Management
Industry: Investment management company
DescriptionMFS Investment Management is an American-based global investment manager, formerly known as Massachusetts Financial Services. Founded in 1924, MFS is one of the oldest asset management companies in the world and has been credited with pioneering the mutual fund. Assets under management: 448.7 billion USD (April 30, 2017) CEO: Robert J Manning (2004–) Headquarters: Boston, Massachusetts, United States Parent organization: Sun Life Financial
MFS Investment Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at MFS Investment Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
MFS Investment Management Salaries. You can even request information on how much does MFS Investment Management pay if you want to. Learn about salaries, pros and cons of working for MFS Investment Management directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
2,496 MFS Investment Management employees in database. Find out everything there's to know about MFS Investment Management employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
MFS Investment Management Employees
Employee
Years
Job
Industry
Amy Callahan Amy Callahan's MFS Investment Management Experience 2003 - 2004
Job Financial Services
Industry Financial Services
Experience
Robert Half Finance & Accounting 2015 - Present
HarbourVest Partners 2008 - 2014
Goldman Sachs & Co. 2005 - 2008
Citi 2004 - 2005
MFS Investment Management 2003 - 2004
MFS Investment Management 2002 - 2003
MFS Investment Management 2001 - 2002
Skills
Private Equity, Financial Analysis, Bloomberg, Fund Of Funds, Venture Capital, Investments, Asset Managment, Mutual Funds, Asset Management, Financial Modeling, Management, Hedge Funds, Microsoft Excel, Microsoft Office, Alternative Investments, Financial Services, Leadership, Finance, Financial Reporting, Analysis
Education
University of Vermont 1998 — 2000
BA, Mathematics
Boston University 1996 — 1998
Robert Half Finance & Accounting 2015 - Present
HarbourVest Partners 2008 - 2014
Goldman Sachs & Co. 2005 - 2008
Citi 2004 - 2005
MFS Investment Management 2003 - 2004
MFS Investment Management 2002 - 2003
MFS Investment Management 2001 - 2002
Skills
Private Equity, Financial Analysis, Bloomberg, Fund Of Funds, Venture Capital, Investments, Asset Managment, Mutual Funds, Asset Management, Financial Modeling, Management, Hedge Funds, Microsoft Excel, Microsoft Office, Alternative Investments, Financial Services, Leadership, Finance, Financial Reporting, Analysis
Education
University of Vermont 1998 — 2000
BA, Mathematics
Boston University 1996 — 1998
Jessica Savageau's MFS Investment Management Experience March 2006 - April 2007
Job Retail RFP Team Lead at Eaton Vance
Industry Financial Services
Experience
Eaton Vance June 2013 - Present
Eaton Vance November 2010 - June 2013
Eaton Vance April 2007 - November 2010
MFS Investment Management March 2006 - April 2007
MFS Investment Management August 2005 - March 2006
Skills
Mutual Funds, Investment Strategies, Separately Managed..., Strategic Financial..., RFP, Alternative Investments
Education
Boston University 1999 — 2003
Bachelor of Arts, Political Science & Comparative Religion (Double Major)
Boston University
Bachelor's degree
Eaton Vance June 2013 - Present
Eaton Vance November 2010 - June 2013
Eaton Vance April 2007 - November 2010
MFS Investment Management March 2006 - April 2007
MFS Investment Management August 2005 - March 2006
Skills
Mutual Funds, Investment Strategies, Separately Managed..., Strategic Financial..., RFP, Alternative Investments
Education
Boston University 1999 — 2003
Bachelor of Arts, Political Science & Comparative Religion (Double Major)
Boston University
Bachelor's degree
Casey Bach's MFS Investment Management Experience June 2013 - November 2014
Job Associate Director of Compliance at Van Eck
Industry Financial Services
Experience
Van Eck Global Market Vectors ETFs December 2014 - Present
MFS Investment Management June 2013 - November 2014
MFS Investment Management May 2012 - June 2013
MFS Investment Management March 2011 - May 2012
MFS Investment Management May 2007 - February 2011
MFS Investment Management September 2005 - May 2007
Investors Bank & Trust November 2003 - September 2005
Education
Boston University 2002 — 2003
MA, Mathematics
Boston University 1999 — 2003
BA, Mathematics
Van Eck Global Market Vectors ETFs December 2014 - Present
MFS Investment Management June 2013 - November 2014
MFS Investment Management May 2012 - June 2013
MFS Investment Management March 2011 - May 2012
MFS Investment Management May 2007 - February 2011
MFS Investment Management September 2005 - May 2007
Investors Bank & Trust November 2003 - September 2005
Education
Boston University 2002 — 2003
MA, Mathematics
Boston University 1999 — 2003
BA, Mathematics
Carroll Crispo Carroll Crispo's MFS Investment Management Experience 1997 - 2009
Job Communication Consultant at Lincoln Financial Group
Industry Marketing and Advertising
Experience
Lincoln Financial Group June 2012 - Present
Christian Book Distributors October 2011 - April 2012
FTI Consulting April 2011 - June 2011
MFS Investment Management 1997 - 2009
Skills
Marketing Communications, Marketing, Social Media, SEO, Event Planning, Proposal Writing, Customer Service, Project Management, Editing, Team Building, Advertising, Marketing Strategy, CRM, Strategic Planning, Strategic Communications
Education
Boston University 1992 — 1994
BS, Hospitality Administration/Management
Fisher College 1989 — 1991
Associate's degree, Tourism and Travel Services Marketing Operations
Lincoln Financial Group June 2012 - Present
Christian Book Distributors October 2011 - April 2012
FTI Consulting April 2011 - June 2011
MFS Investment Management 1997 - 2009
Skills
Marketing Communications, Marketing, Social Media, SEO, Event Planning, Proposal Writing, Customer Service, Project Management, Editing, Team Building, Advertising, Marketing Strategy, CRM, Strategic Planning, Strategic Communications
Education
Boston University 1992 — 1994
BS, Hospitality Administration/Management
Fisher College 1989 — 1991
Associate's degree, Tourism and Travel Services Marketing Operations
Lisa Lavelle Lisa Lavelle's MFS Investment Management Experience September 2013 - Present
Job Office Associate
Industry Financial Services
Experience
MFS Investment Management September 2013 - Present
Stride Rite July 2008 - May 2010
MEY Concessions LLC 2006 - 2007
Tufts Health Plan 2004 - 2006
Tufts Health Plan 2003 - 2004
HealthPoint Fitness and Wellness Center 2001 - 2003
Harvard Business School 1999 - 2001
Harvard Business School 1999 - 2001
Executive Connections - Dublin Ireland 1998 - 1999
Skills
Insurance, Customer Service, Research, Project Management, Human Resources, Data Entry, PowerPoint, Business Analysis, Marketing Strategy, Management, Administrative..., Microsoft Excel, Healthcare, Office Administration, Process Improvement, Start-ups, Public Speaking, Leadership
Education
Boston University 2001 — 2001
Web Development Certification, Web Page, Digital/Multimedia and Information Resources Design
Katharine Gibbs School 1995 — 1996
Corporate Assistant Certificate
Salem State University 1991 — 1994
MFS Investment Management September 2013 - Present
Stride Rite July 2008 - May 2010
MEY Concessions LLC 2006 - 2007
Tufts Health Plan 2004 - 2006
Tufts Health Plan 2003 - 2004
HealthPoint Fitness and Wellness Center 2001 - 2003
Harvard Business School 1999 - 2001
Harvard Business School 1999 - 2001
Executive Connections - Dublin Ireland 1998 - 1999
Skills
Insurance, Customer Service, Research, Project Management, Human Resources, Data Entry, PowerPoint, Business Analysis, Marketing Strategy, Management, Administrative..., Microsoft Excel, Healthcare, Office Administration, Process Improvement, Start-ups, Public Speaking, Leadership
Education
Boston University 2001 — 2001
Web Development Certification, Web Page, Digital/Multimedia and Information Resources Design
Katharine Gibbs School 1995 — 1996
Corporate Assistant Certificate
Salem State University 1991 — 1994
Shauna Samperi's MFS Investment Management Experience April 1999 - June 2001
Job Contract Manager at Siemens
Industry Medical Devices
Experience
Siemens Medical Solutions USA, Inc. February 2013 - Present
Medical Sales Management January 2012 - November 2012
International Power January 2009 - April 2011
Veolia Energy North America June 2005 - December 2008
Edison Mission Energy July 2001 - June 2005
MFS Investment Management April 1999 - June 2001
Springfield Financial Services 1998 - 1999
Skills
Contract Management, Negotiation, Project Management, Regulations, Mergers, Corporate Law, Contract Negotiation, Corporate Governance, Energy, Mergers, Management, Finance, Mergers & Acquisitions, Analysis, Microsoft Excel, Process Improvement
Education
Boston University 2008 — 2008
Paralegal Certificate
Tulane University 1990 — 1994
B.A., History and Latin American Studies
Siemens Medical Solutions USA, Inc. February 2013 - Present
Medical Sales Management January 2012 - November 2012
International Power January 2009 - April 2011
Veolia Energy North America June 2005 - December 2008
Edison Mission Energy July 2001 - June 2005
MFS Investment Management April 1999 - June 2001
Springfield Financial Services 1998 - 1999
Skills
Contract Management, Negotiation, Project Management, Regulations, Mergers, Corporate Law, Contract Negotiation, Corporate Governance, Energy, Mergers, Management, Finance, Mergers & Acquisitions, Analysis, Microsoft Excel, Process Improvement
Education
Boston University 2008 — 2008
Paralegal Certificate
Tulane University 1990 — 1994
B.A., History and Latin American Studies
Scott Ames Scott Ames's MFS Investment Management Experience February 2008 - July 2011
Job Interested in long term contracts Microsoft Software consultant
Industry Computer Software
Experience
VCE an EMC company, Franklin, MA August 2013 - January 2015
Novara GeoSolutions - a CHA company July 2011 - June 2013
MFS Investment Management February 2008 - July 2011
MassHousing, Boston, MA May 2006 - February 2008
Skills
Microsoft Certified..., .NET, Servers, Microsoft Certified..., Microsoft SQL Server, WCF, MCAD, C#, ASP.NET, ASP, JavaScript, WinForms, Windows Server, Web Applications, Databases, AJAX, TFS, SharePoint, ADO.NET
Education
Northeastern University 1982 — 1987
BSEE, Electrical and Computer Engineering
WBHS 1978 — 1982
Boston University
Harvard University Extension School
Computer Science
VCE an EMC company, Franklin, MA August 2013 - January 2015
Novara GeoSolutions - a CHA company July 2011 - June 2013
MFS Investment Management February 2008 - July 2011
MassHousing, Boston, MA May 2006 - February 2008
Skills
Microsoft Certified..., .NET, Servers, Microsoft Certified..., Microsoft SQL Server, WCF, MCAD, C#, ASP.NET, ASP, JavaScript, WinForms, Windows Server, Web Applications, Databases, AJAX, TFS, SharePoint, ADO.NET
Education
Northeastern University 1982 — 1987
BSEE, Electrical and Computer Engineering
WBHS 1978 — 1982
Boston University
Harvard University Extension School
Computer Science
Robert Zamora's MFS Investment Management Experience June 1994 - January 2007
Job Senior Business Analyst at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group January 2013 - Present
The Hartford January 2007 - Present
MFS Investment Management June 1994 - January 2007
Skills
Business Requirements, Requirements Gathering, Business Analysis, SDLC, Visio, User Acceptance Testing, Project Management, Project Coordination, Business Process..., Mutual Funds, Team Building, Team Leadership, Virtual Teams, Project Planning, Web Implementation, Strategic Web Planning, Vendor Management, 401k, Financial Services, Investment Management
Education
Boston University 1982 — 1988
Hollywood High School 1980 — 1982
MassMutual Financial Group January 2013 - Present
The Hartford January 2007 - Present
MFS Investment Management June 1994 - January 2007
Skills
Business Requirements, Requirements Gathering, Business Analysis, SDLC, Visio, User Acceptance Testing, Project Management, Project Coordination, Business Process..., Mutual Funds, Team Building, Team Leadership, Virtual Teams, Project Planning, Web Implementation, Strategic Web Planning, Vendor Management, 401k, Financial Services, Investment Management
Education
Boston University 1982 — 1988
Hollywood High School 1980 — 1982
Eileen R. DerGurahian's MFS Investment Management Experience June 2000 - October 2003
Job Compensation Professional
Industry Human Resources
Experience
Sun Life Financial (U.S.) Services, Inc. September 2007 - March 2012
Fidelity Investments October 2003 - August 2007
MFS Investment Management June 2000 - October 2003
Raytheon September 1999 - June 2000
Digital Equipment Corporation February 1980 - September 1999
Skills
Reward Systems, Incentive Programs, Executive Pay, Sales Compensation, Succession Planning, Performance Management, Employee Benefits, Human Resources, Organizational Design, Compensation Structures, Organizational..., Deferred Compensation, Job Evaluation, Benefits Administration, Workforce Planning, HRIS, 401k
Education
Boston University
Bachelor of Arts (BA), Psychology
Troy High School, Troy, New York
HS Diploma, Mathematics
Sun Life Financial (U.S.) Services, Inc. September 2007 - March 2012
Fidelity Investments October 2003 - August 2007
MFS Investment Management June 2000 - October 2003
Raytheon September 1999 - June 2000
Digital Equipment Corporation February 1980 - September 1999
Skills
Reward Systems, Incentive Programs, Executive Pay, Sales Compensation, Succession Planning, Performance Management, Employee Benefits, Human Resources, Organizational Design, Compensation Structures, Organizational..., Deferred Compensation, Job Evaluation, Benefits Administration, Workforce Planning, HRIS, 401k
Education
Boston University
Bachelor of Arts (BA), Psychology
Troy High School, Troy, New York
HS Diploma, Mathematics
David McDonald, Jr.'s MFS Investment Management Experience November 2004 - September 2006
Job Financial Reporting Team Leader, Fund Administration Department
Industry Financial Services
Experience
Brown Brothers Harriman September 2006 - Present
MFS Investment Management November 2004 - September 2006
State Street September 2001 - October 2004
State Street September 1999 - September 2001
Skills
Financial Reporting, Mutual Funds, Fund Accounting, Financial Analysis, Accounting, Finance, Account Reconciliation, Financial Statements, Fund Administration, IFRS, Auditing, Internal Audit, SEC Filings, Bloomberg, Financial Services
Education
Boston University 1997 — 1999
School of Management, Bachelor of Science in Business Administration, Finance Concentration
Brown Brothers Harriman September 2006 - Present
MFS Investment Management November 2004 - September 2006
State Street September 2001 - October 2004
State Street September 1999 - September 2001
Skills
Financial Reporting, Mutual Funds, Fund Accounting, Financial Analysis, Accounting, Finance, Account Reconciliation, Financial Statements, Fund Administration, IFRS, Auditing, Internal Audit, SEC Filings, Bloomberg, Financial Services
Education
Boston University 1997 — 1999
School of Management, Bachelor of Science in Business Administration, Finance Concentration
Beth Favaloro Beth Favaloro's MFS Investment Management Experience 1987 - 1992
Job Senior Relationship Manager at Putnam Investments
Industry Financial Services
Experience
Putnam Investments January 1999 - Present
State Street Research 1993 - 1998
MFS Investment Management 1987 - 1992
Skills
Mutual Funds, Wealth Management, Investment Advisory, Investments, Investment Strategies, IRAs, Financial Advisory, Equities, Alternative Investments
Education
Boston University - School of Management 1989 — 1991
Master of Business Administration (MBA)
University of New Hampshire 1981 — 1985
BS Admn, Business
Beverly High School 1979 — 1981
Norwood High School 1978 — 1979
Putnam Investments January 1999 - Present
State Street Research 1993 - 1998
MFS Investment Management 1987 - 1992
Skills
Mutual Funds, Wealth Management, Investment Advisory, Investments, Investment Strategies, IRAs, Financial Advisory, Equities, Alternative Investments
Education
Boston University - School of Management 1989 — 1991
Master of Business Administration (MBA)
University of New Hampshire 1981 — 1985
BS Admn, Business
Beverly High School 1979 — 1981
Norwood High School 1978 — 1979
Emily Jager Emily Jager's MFS Investment Management Experience September 2014 - Present
Job Equity Research Associate at MFS Investment Management
Industry Higher Education
Experience
MFS Investment Management September 2014 - Present
George Washington University 2014 - 2014
Fidelity Investments May 2013 - August 2013
Modus Hotels 2011 - May 2013
Fidelity Investments May 2012 - August 2012
NFIB September 2011 - December 2011
Lewis Wharf Condominiums May 2011 - September 2011
Barkan Management Co., Inc. May 2008 - September 2011
Beacon Hill Athletic Clubs January 2010 - July 2010
Skills
Social Media, Microsoft Excel, Public Speaking, PowerPoint, Research, SPSS, Microsoft Office, Access, Communication, Prezi, Market Analysis, Trend Analysis
Education
The George Washington University - School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance with a minor in Economics
Boston Latin School 2003 — 2010
MFS Investment Management September 2014 - Present
George Washington University 2014 - 2014
Fidelity Investments May 2013 - August 2013
Modus Hotels 2011 - May 2013
Fidelity Investments May 2012 - August 2012
NFIB September 2011 - December 2011
Lewis Wharf Condominiums May 2011 - September 2011
Barkan Management Co., Inc. May 2008 - September 2011
Beacon Hill Athletic Clubs January 2010 - July 2010
Skills
Social Media, Microsoft Excel, Public Speaking, PowerPoint, Research, SPSS, Microsoft Office, Access, Communication, Prezi, Market Analysis, Trend Analysis
Education
The George Washington University - School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance with a minor in Economics
Boston Latin School 2003 — 2010
Lauren Scafidi Lauren Scafidi's MFS Investment Management Experience 2005 - 2009
Job Accounting Associate at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial April 2013 - Present
Marathon Sports 2009 - Present
MFS Investment Management 2005 - 2009
State Street 2004 - 2005
Investors Bank & Trust 2001 - 2004
Skills
Microsoft Office, PowerPoint, Mutual Funds, Project Management, Financial Analysis, Research, Team Building, Strategic Planning, Data Analysis, Finance, Outlook, Management, Analysis, Customer Service, Sales, Coaching, Accounting, Financial Reporting, Time Management, Leadership, Business Development, Start-ups
Education
Boston University 2000 — 2001
Master of Science (M.S.), Journalism
Moravian College 1996 — 2000
Bachelor of Arts (B.A.), English Language and Literature/Letters
Sun Life Financial April 2013 - Present
Marathon Sports 2009 - Present
MFS Investment Management 2005 - 2009
State Street 2004 - 2005
Investors Bank & Trust 2001 - 2004
Skills
Microsoft Office, PowerPoint, Mutual Funds, Project Management, Financial Analysis, Research, Team Building, Strategic Planning, Data Analysis, Finance, Outlook, Management, Analysis, Customer Service, Sales, Coaching, Accounting, Financial Reporting, Time Management, Leadership, Business Development, Start-ups
Education
Boston University 2000 — 2001
Master of Science (M.S.), Journalism
Moravian College 1996 — 2000
Bachelor of Arts (B.A.), English Language and Literature/Letters
Michelle Kubat, PMP Michelle Kubat, PMP's MFS Investment Management Experience April 2013 - Present
Job
Industry Information Technology and Services
Experience
MFS Investment Management April 2013 - Present
Boston Financial Data Services September 2010 - March 2013
Fidelity Investments April 2005 - September 2010
Ceridian Corporation 2004 - 2005
ServiSense 1998 - 2002
Phoenix Corporate Services, LLC (Codman Corporate Services, Inc.), 1994 - 1997
Bank of Boston 1987 - 1994
Skills
SDLC, Customer Relations, Change Management, Documentation, Mentoring, Requirements Analysis, Vendor Management, Program Management, PMP, Business Analysis, Process Improvement, MS Project, Process Engineering, SharePoint, Compliance, Budgeting, Project Planning, Relationship Management, Project Management, Software Documentation, Risk Management, Data Analysis, Customer Service, Leadership, Access, PMO, Requirements Gathering, Resource Management, Business Process..., Budgets, Software Project..., Project Portfolio..., Business Process, Business Requirements, Quality Assurance, CRM, Visio, Systems Analysis, Integration, Business Intelligence, Agile Project Management, Information Technology, Agile Methodologies, IT Strategy, IT Management, Financial Services, Cross-functional Team..., Call Centers, User Acceptance Testing, Team Leadership
Education
Boston University 2009 — 2009
Certificate
Wentworth Institute of Technology 1983 — 1987
BS
MFS Investment Management April 2013 - Present
Boston Financial Data Services September 2010 - March 2013
Fidelity Investments April 2005 - September 2010
Ceridian Corporation 2004 - 2005
ServiSense 1998 - 2002
Phoenix Corporate Services, LLC (Codman Corporate Services, Inc.), 1994 - 1997
Bank of Boston 1987 - 1994
Skills
SDLC, Customer Relations, Change Management, Documentation, Mentoring, Requirements Analysis, Vendor Management, Program Management, PMP, Business Analysis, Process Improvement, MS Project, Process Engineering, SharePoint, Compliance, Budgeting, Project Planning, Relationship Management, Project Management, Software Documentation, Risk Management, Data Analysis, Customer Service, Leadership, Access, PMO, Requirements Gathering, Resource Management, Business Process..., Budgets, Software Project..., Project Portfolio..., Business Process, Business Requirements, Quality Assurance, CRM, Visio, Systems Analysis, Integration, Business Intelligence, Agile Project Management, Information Technology, Agile Methodologies, IT Strategy, IT Management, Financial Services, Cross-functional Team..., Call Centers, User Acceptance Testing, Team Leadership
Education
Boston University 2009 — 2009
Certificate
Wentworth Institute of Technology 1983 — 1987
BS
Russell Norton Russell Norton's MFS Investment Management Experience September 2003 - November 2007
Job Senior Coordinator at The Academic Internship Council
Industry Education Management
Experience
The Academic Internship Council April 2015 - Present
Freelance October 2014 - Present
CIEE March 2010 - April 2015
The Hartford November 2007 - October 2009
MFS Investment Management September 2003 - November 2007
Skills
Higher Education, Student Affairs, Program Management, Research, Community Outreach, Staff Development, Marketing, Customer Service, Facebook, Graphic Design, InDesign, Illustrator, Photoshop, Adobe Creative Suite, Pond Hockey
Education
Boston University
Associate's degree, Liberal Arts and Sciences, General Studies and Humanities
Salem State University
Bachelor's degree, Marketing
The Academic Internship Council April 2015 - Present
Freelance October 2014 - Present
CIEE March 2010 - April 2015
The Hartford November 2007 - October 2009
MFS Investment Management September 2003 - November 2007
Skills
Higher Education, Student Affairs, Program Management, Research, Community Outreach, Staff Development, Marketing, Customer Service, Facebook, Graphic Design, InDesign, Illustrator, Photoshop, Adobe Creative Suite, Pond Hockey
Education
Boston University
Associate's degree, Liberal Arts and Sciences, General Studies and Humanities
Salem State University
Bachelor's degree, Marketing
Lauren (Grilli) Glidden Lauren (Grilli) Glidden's MFS Investment Management Experience March 2011 - October 2011
Job Marketing, Design, Communications
Industry Marketing and Advertising
Experience
Angell Animal Medical Center May 2014 - Present
Propel Marketing November 2012 - April 2014
Brafton Inc. October 2011 - November 2012
The Islamic Monthly November 2010 - August 2012
MFS Investment Management March 2011 - October 2011
Lauren Grilli: Graphic Design May 2010 - October 2011
451 Marketing September 2010 - March 2011
Community Arts Partnership (CAP) September 2007 - May 2010
California State Summer School for the Arts (CSSSA) June 2008 - August 2009
Urban Outfitters October 2005 - August 2007
Skills
Adobe Creative Suite, Microsoft Office, PowerPoint, Salesforce.com, Photography, Art, Layout, InDesign, Typography, Graphic Design, Web Design, QuarkXPress, Logo Design, Advertising, Newsletters, Graphics, Posters, Social Media, Publishing, Mac, Teaching, Google Docs, Calendar Planning, Vendor Relationships, Eloqua, Copy Editing, Email Marketing, Landing Pages, Training, Copywriting, Direct Mail, Direct Marketing, Editing, Marketing, Magazines
Education
California Institute of the Arts 2007 — 2010
Master of Fine Arts (MFA), Graphic Design
Boston University 2002 — 2006
Bachelor of Science (BS), Journalism
Angell Animal Medical Center May 2014 - Present
Propel Marketing November 2012 - April 2014
Brafton Inc. October 2011 - November 2012
The Islamic Monthly November 2010 - August 2012
MFS Investment Management March 2011 - October 2011
Lauren Grilli: Graphic Design May 2010 - October 2011
451 Marketing September 2010 - March 2011
Community Arts Partnership (CAP) September 2007 - May 2010
California State Summer School for the Arts (CSSSA) June 2008 - August 2009
Urban Outfitters October 2005 - August 2007
Skills
Adobe Creative Suite, Microsoft Office, PowerPoint, Salesforce.com, Photography, Art, Layout, InDesign, Typography, Graphic Design, Web Design, QuarkXPress, Logo Design, Advertising, Newsletters, Graphics, Posters, Social Media, Publishing, Mac, Teaching, Google Docs, Calendar Planning, Vendor Relationships, Eloqua, Copy Editing, Email Marketing, Landing Pages, Training, Copywriting, Direct Mail, Direct Marketing, Editing, Marketing, Magazines
Education
California Institute of the Arts 2007 — 2010
Master of Fine Arts (MFA), Graphic Design
Boston University 2002 — 2006
Bachelor of Science (BS), Journalism
Ernie Savoie's MFS Investment Management Experience July 2007 - Present
Job Vice President, Application Development. CSM. Building successful applications and teams one solution at a time.
Industry Financial Services
Experience
MFS Investment Management July 2007 - Present
MFS Investment Management 1997 - 2007
MFS Investment Management 1996 - 1997
MFS Investment Management 1992 - 1996
Arkwright Mutual Insurance Company 1985 - July 1992
Digital Equipment Corporation 1984 - 1985
Skills
SharePoint, Integration, Databases, Business Intelligence, IT Strategy, Software Development, Disaster Recovery, Business Analysis, SDLC, Information Architecture, C#, Management, Strategy, Enterprise Content..., .NET, Project Management, Documentum, Oracle, SQL, XML, Scrum, Financial Services, Data Warehousing, Enterprise Software, Content Management, Analysis, Unix, Security, Requirements Gathering, Continuous..., Agile, Kanban, Maven, Selenium, Jenkins, NuGet, Sonatype Nexus, Java, SonarQube
Education
Boston University
B.S., Journalism
Bridgton Academy
MFS Investment Management July 2007 - Present
MFS Investment Management 1997 - 2007
MFS Investment Management 1996 - 1997
MFS Investment Management 1992 - 1996
Arkwright Mutual Insurance Company 1985 - July 1992
Digital Equipment Corporation 1984 - 1985
Skills
SharePoint, Integration, Databases, Business Intelligence, IT Strategy, Software Development, Disaster Recovery, Business Analysis, SDLC, Information Architecture, C#, Management, Strategy, Enterprise Content..., .NET, Project Management, Documentum, Oracle, SQL, XML, Scrum, Financial Services, Data Warehousing, Enterprise Software, Content Management, Analysis, Unix, Security, Requirements Gathering, Continuous..., Agile, Kanban, Maven, Selenium, Jenkins, NuGet, Sonatype Nexus, Java, SonarQube
Education
Boston University
B.S., Journalism
Bridgton Academy
Todd Jundi Todd Jundi's MFS Investment Management Experience 1993 - 2002
Job Senior Vice President, Chief Compliance Officer at Welch & Forbes LLC
Industry Investment Management
Experience
Welch & Forbes LLC January 2010 - Present
Deloitte 2007 - December 2010
Investors Bank & Trust 2006 - 2007
Deloitte 2003 - 2006
MFS Investment Management 1993 - 2002
Skills
Mutual Funds, Asset Managment, Financial Services, Risk Management, AML, Internal Controls, Process Improvement, Due Diligence, Vendor Management, Investment Management
Education
University of New Hampshire - Whittemore School of Business and Economics 2001 — 2003
MBA, Executive Program - Technology & Innovation
Boston University 1995 — 1999
B.S., Management - Accounting Concentration
University of New Hampshire 1986 — 1991
B.A., Political Science
Welch & Forbes LLC January 2010 - Present
Deloitte 2007 - December 2010
Investors Bank & Trust 2006 - 2007
Deloitte 2003 - 2006
MFS Investment Management 1993 - 2002
Skills
Mutual Funds, Asset Managment, Financial Services, Risk Management, AML, Internal Controls, Process Improvement, Due Diligence, Vendor Management, Investment Management
Education
University of New Hampshire - Whittemore School of Business and Economics 2001 — 2003
MBA, Executive Program - Technology & Innovation
Boston University 1995 — 1999
B.S., Management - Accounting Concentration
University of New Hampshire 1986 — 1991
B.A., Political Science
Keith Dwyer Keith Dwyer's MFS Investment Management Experience June 2013 - August 2013
Job Rochester Institute of Technology Graduate
Industry Information Technology and Services
Experience
Harvard Medical School July 2014 - Present
MFS Investment Management June 2013 - August 2013
Cengage Learning July 2011 - November 2011
Akamai Technologies July 2008 - August 2009
Skills
Web Development, System Administration, Linux System..., Digital Media, HTML 5, jQuery, MediaWiki, PHP, Python, Ruby, Ruby on Rails, C++ Language, Photoshop, Japanese, Sony Vegas
Education
Rochester Institute of Technology 2009 — 2014
Bachelor of Science, Networking and System Administration
Boston Latin School 2003 — 2009
High School Diploma
Harvard Medical School July 2014 - Present
MFS Investment Management June 2013 - August 2013
Cengage Learning July 2011 - November 2011
Akamai Technologies July 2008 - August 2009
Skills
Web Development, System Administration, Linux System..., Digital Media, HTML 5, jQuery, MediaWiki, PHP, Python, Ruby, Ruby on Rails, C++ Language, Photoshop, Japanese, Sony Vegas
Education
Rochester Institute of Technology 2009 — 2014
Bachelor of Science, Networking and System Administration
Boston Latin School 2003 — 2009
High School Diploma
Patrick Tylek Patrick Tylek's MFS Investment Management Experience January 2006 - July 2006
Job Business Development Associate at Hybrigenics Services
Industry Biotechnology
Experience
Hybrigenics Services April 2015 - Present
Vertex Pharmaceuticals October 2012 - March 2015
Baxter Healthcare August 2011 - April 2012
Boston University Medical Center September 2010 - April 2011
EMD Serono, Inc. June 2008 - December 2008
Lacoste April 2008 - September 2008
Northeastern University February 2008 - May 2008
Pioneer Valley Life Sciences Institute June 2007 - August 2007
MFS Investment Management January 2006 - July 2006
Northeastern University June 2005 - August 2005
Skills
ELISA, Western Blotting, Assay Development, PCR, Data Analysis, Flow Cytometry, SDS-PAGE, Agarose Gel..., Protein Purification, Statistics, Cell Culture, MS Project, Timelines, Cross-functional..., Vendor Management, Project Planning, International Project...
Education
Boston University 2009 — 2011
Master of Arts, Medical Sciences
Northeastern University 2004 — 2009
Bachelor of Science, Biology
Hybrigenics Services April 2015 - Present
Vertex Pharmaceuticals October 2012 - March 2015
Baxter Healthcare August 2011 - April 2012
Boston University Medical Center September 2010 - April 2011
EMD Serono, Inc. June 2008 - December 2008
Lacoste April 2008 - September 2008
Northeastern University February 2008 - May 2008
Pioneer Valley Life Sciences Institute June 2007 - August 2007
MFS Investment Management January 2006 - July 2006
Northeastern University June 2005 - August 2005
Skills
ELISA, Western Blotting, Assay Development, PCR, Data Analysis, Flow Cytometry, SDS-PAGE, Agarose Gel..., Protein Purification, Statistics, Cell Culture, MS Project, Timelines, Cross-functional..., Vendor Management, Project Planning, International Project...
Education
Boston University 2009 — 2011
Master of Arts, Medical Sciences
Northeastern University 2004 — 2009
Bachelor of Science, Biology
Brian Droney's MFS Investment Management Experience January 2008 - August 2008
Job Lead Financial Analyst at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group July 2014 - Present
The Boston Consulting Group November 2011 - July 2014
State Street Bank May 2011 - November 2011
State Street Bank May 2010 - May 2011
CSN Stores October 2009 - May 2011
Wellington Management Company December 2008 - July 2009
Pro Cut May 2003 - January 2009
MFS Investment Management January 2008 - August 2008
State Street Bank & Trust January 2007 - August 2007
Skills
Data Analysis, Microsoft Excel, Financial Analysis, Accounting, Microsoft Office, Financial Modeling, PowerPoint, Bloomberg, Access, Investments, Bloomberg Terminal, Outlook, Management, Finance, Analysis
Education
Boston University 2013 — 2016
Master of Business Administration (M.B.A.), Business Strategy and Analysis
Northeastern University 2005 — 2010
Bachelor of Science Degree, Business Administration; Dual Finance and Accounting
Xaverian Brothers High School
Xaverian Brothers High School
The Boston Consulting Group July 2014 - Present
The Boston Consulting Group November 2011 - July 2014
State Street Bank May 2011 - November 2011
State Street Bank May 2010 - May 2011
CSN Stores October 2009 - May 2011
Wellington Management Company December 2008 - July 2009
Pro Cut May 2003 - January 2009
MFS Investment Management January 2008 - August 2008
State Street Bank & Trust January 2007 - August 2007
Skills
Data Analysis, Microsoft Excel, Financial Analysis, Accounting, Microsoft Office, Financial Modeling, PowerPoint, Bloomberg, Access, Investments, Bloomberg Terminal, Outlook, Management, Finance, Analysis
Education
Boston University 2013 — 2016
Master of Business Administration (M.B.A.), Business Strategy and Analysis
Northeastern University 2005 — 2010
Bachelor of Science Degree, Business Administration; Dual Finance and Accounting
Xaverian Brothers High School
Xaverian Brothers High School
Marti Neugarten's MFS Investment Management Experience August 2008 - November 2008
Job Special Education Teacher at Parker Middle School
Industry Education Management
Experience
Parker Middle School August 2013 - Present
JustCallMarti! January 1999 - Present
Kids Connect September 2011 - June 2014
The Brookwood School August 2012 - June 2013
MFS Investment Management August 2008 - November 2008
Bank of America August 2007 - June 2008
Scudder Kemper Investments 1997 - 2000
Natixis Global Associates 1989 - 1997
Skills
Trained in..., Orton-Gillingham, Copywriting, Marketing Communications, Editing, Public Relations, Marketing, Newsletters, Direct Marketing, Tutoring, Teaching, Strategic Planning, Web Content, Program Management, Brochures, Project Management, Social Media
Education
Lesley University 2011 — 2012
M.Ed., Moderate Disabilities (Grades 5-12), 5-12
Boston University
BS, Public Relations
Parker Middle School August 2013 - Present
JustCallMarti! January 1999 - Present
Kids Connect September 2011 - June 2014
The Brookwood School August 2012 - June 2013
MFS Investment Management August 2008 - November 2008
Bank of America August 2007 - June 2008
Scudder Kemper Investments 1997 - 2000
Natixis Global Associates 1989 - 1997
Skills
Trained in..., Orton-Gillingham, Copywriting, Marketing Communications, Editing, Public Relations, Marketing, Newsletters, Direct Marketing, Tutoring, Teaching, Strategic Planning, Web Content, Program Management, Brochures, Project Management, Social Media
Education
Lesley University 2011 — 2012
M.Ed., Moderate Disabilities (Grades 5-12), 5-12
Boston University
BS, Public Relations
Matthew Walker-Drennan Matthew Walker-Drennan's MFS Investment Management Experience September 2011 - January 2013
Job Portfolio Manager at Citizens Bank
Industry Banking
Experience
Citizens Bank April 2015 - Present
Citizens Bank September 2013 - Present
Citizens Bank January 2013 - September 2013
MFS Investment Management September 2011 - January 2013
Blackgold Compost Company April 1998 - May 2011
Cliff Island Corporation for Athletics, Conservation, and Education June 2010 - August 2010
Credit Suisse June 2009 - June 2009
Skills
Research, Investments, Bloomberg, Financial Planning, Financial Analysis, Market Research, Client Services, Client Relationship..., Developing Client..., Strategic Financial..., Marketing, Portfolio Management, Finance, Management, Training, Financial Reporting, Analysis, PowerPoint
Education
Boston University 2013 — 2015
Certificate in Commercial Real Estate, Commercial Real Estate
Elon University 2007 — 2011
Bachelor’s Degree, Finance, General
Citizens Bank April 2015 - Present
Citizens Bank September 2013 - Present
Citizens Bank January 2013 - September 2013
MFS Investment Management September 2011 - January 2013
Blackgold Compost Company April 1998 - May 2011
Cliff Island Corporation for Athletics, Conservation, and Education June 2010 - August 2010
Credit Suisse June 2009 - June 2009
Skills
Research, Investments, Bloomberg, Financial Planning, Financial Analysis, Market Research, Client Services, Client Relationship..., Developing Client..., Strategic Financial..., Marketing, Portfolio Management, Finance, Management, Training, Financial Reporting, Analysis, PowerPoint
Education
Boston University 2013 — 2015
Certificate in Commercial Real Estate, Commercial Real Estate
Elon University 2007 — 2011
Bachelor’s Degree, Finance, General
Dyan Madrey Dyan Madrey's MFS Investment Management Experience 1988 - 1990
Job Organizational Consultant at MIT
Industry Human Resources
Experience
Massachusetts Institute of Technology (MIT) May 2014 - Present
MIT January 2011 - May 2014
Tufts-New England Medical Center 2006 - 2009
State Street 1999 - 2006
Sun Life Financial 1994 - 1999
Sun Life Financial 1993 - 1994
Sun Life Financial 1990 - 1993
MFS Investment Management 1988 - 1990
Skills
Change Management, Customer Service, Coaching, Microsoft Office, Project Management, Management, Event Planning, Leadership Development, Team Leadership, Mentoring, Team Building, Program Management, Public Speaking, MBTI, Training Delivery, Organizational..., Performance Management, Talent Management, Training, Career Counseling, Career Development, Conflict Resolution, Employee Training, Onboarding, Organizational Design, Process Improvement, Staff Development
Education
The Partnership Inc 2006 — 2006
Fellow
Boston University 2004 — 2005
Certificate, PMP
Lesley University 1997 — 1999
MS, Training & Development
Lincoln University 1982 — 1986
BS, Business Mgt
Massachusetts Institute of Technology (MIT) May 2014 - Present
MIT January 2011 - May 2014
Tufts-New England Medical Center 2006 - 2009
State Street 1999 - 2006
Sun Life Financial 1994 - 1999
Sun Life Financial 1993 - 1994
Sun Life Financial 1990 - 1993
MFS Investment Management 1988 - 1990
Skills
Change Management, Customer Service, Coaching, Microsoft Office, Project Management, Management, Event Planning, Leadership Development, Team Leadership, Mentoring, Team Building, Program Management, Public Speaking, MBTI, Training Delivery, Organizational..., Performance Management, Talent Management, Training, Career Counseling, Career Development, Conflict Resolution, Employee Training, Onboarding, Organizational Design, Process Improvement, Staff Development
Education
The Partnership Inc 2006 — 2006
Fellow
Boston University 2004 — 2005
Certificate, PMP
Lesley University 1997 — 1999
MS, Training & Development
Lincoln University 1982 — 1986
BS, Business Mgt
Heidi Paulson Heidi Paulson's MFS Investment Management Experience 1999 - 2008
Job Assistant General Counsel at Massachusetts Executive Office of Health and Human Services
Industry Law Practice
Experience
Massachusetts Executive Office of Health and Human Services 2009 - Present
MFS Investment Management 1999 - 2008
Hale and Dorr LLP (now WilmerHale) 1991 - 1999
Education
Boston College Law School 1988 — 1991
J.D.
North Dakota State University 1984 — 1988
B.S., Business Administration, Economics
Massachusetts Executive Office of Health and Human Services 2009 - Present
MFS Investment Management 1999 - 2008
Hale and Dorr LLP (now WilmerHale) 1991 - 1999
Education
Boston College Law School 1988 — 1991
J.D.
North Dakota State University 1984 — 1988
B.S., Business Administration, Economics
Jen (Bertolami) Campbell Jen (Bertolami) Campbell's MFS Investment Management Experience April 2007 - September 2008
Job Performance Engineer
Industry Computer Software
Experience
EBSCO Information Services July 2015 - Present
Oracle May 2014 - Present
Oracle/ATG September 2008 - April 2014
MFS Investment Management April 2007 - September 2008
MFS Investment Management September 2003 - April 2007
Alliance Consulting January 2003 - June 2003
Vignette July 2000 - January 2003
Information Resources Inc. September 1999 - June 2000
IRI Software July 1997 - September 1999
Skills
Exalogic, Oracle, SQL, Unix, Agile Methodologies, SDLC, QA Engineering, Software Consulting, Performance Tuning, Testing, Databases, Analysis, Product Management, Software Quality...
Education
Boston University - Metropolitan College 2000 — 2002
Framingham State University 1988 — 1993
BA, Psychology
EBSCO Information Services July 2015 - Present
Oracle May 2014 - Present
Oracle/ATG September 2008 - April 2014
MFS Investment Management April 2007 - September 2008
MFS Investment Management September 2003 - April 2007
Alliance Consulting January 2003 - June 2003
Vignette July 2000 - January 2003
Information Resources Inc. September 1999 - June 2000
IRI Software July 1997 - September 1999
Skills
Exalogic, Oracle, SQL, Unix, Agile Methodologies, SDLC, QA Engineering, Software Consulting, Performance Tuning, Testing, Databases, Analysis, Product Management, Software Quality...
Education
Boston University - Metropolitan College 2000 — 2002
Framingham State University 1988 — 1993
BA, Psychology
Webly Alfred's MFS Investment Management Experience January 1999 - January 2001
Job ★I help you dominate your website issues & nail it on social media | Web Designer | #SocialMedia Manager ★
Industry Online Media
Experience
Webly Alfred Design 2007 - Present
Webly Alfred April 2007 - Present
MASSACHUSETTS INSTITUTE OF TECHNOLOGY (MIT) January 2006 - April 2009
MIT January 2001 - January 2006
MFS Investment Management January 1999 - January 2001
Skills
Social Media Marketing, Facebook Marketing, Social Media Advertising, Web Design, WordPress Design, Social Media Consulting, Social Media Blogging, Social Selling, Custom Facebook Pages, SEO, Blogging, CSS, Java, WordPress, Customer Service, Cpr Certified, Programming, HTML
Education
Boston University 2001 — 2006
Bachelor of Science, Computer Science (Cum Laude)
Boston University
Bachelor of Science (B.S.), Computer Science
Webly Alfred Design 2007 - Present
Webly Alfred April 2007 - Present
MASSACHUSETTS INSTITUTE OF TECHNOLOGY (MIT) January 2006 - April 2009
MIT January 2001 - January 2006
MFS Investment Management January 1999 - January 2001
Skills
Social Media Marketing, Facebook Marketing, Social Media Advertising, Web Design, WordPress Design, Social Media Consulting, Social Media Blogging, Social Selling, Custom Facebook Pages, SEO, Blogging, CSS, Java, WordPress, Customer Service, Cpr Certified, Programming, HTML
Education
Boston University 2001 — 2006
Bachelor of Science, Computer Science (Cum Laude)
Boston University
Bachelor of Science (B.S.), Computer Science
Kaelyn Hilliard's MFS Investment Management Experience June 2014 - August 2014
Job Legislative Intern for the U.S. House of Representatives
Industry Political Organization
Experience
Office of Congressman Stephen Lynch (MA) U.S. House of Representatives August 2015 - Present
Fidelity Investments June 2015 - Present
Massachusetts State Representative Bruce J. Ayers November 2012 - Present
MFS Investment Management June 2014 - August 2014
Crossed Sabers Ski and Sports October 2009 - January 2014
Thorny Lea Golf Club May 2013 - September 2013
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Social Media, Writing, Public Speaking, Communication, Analytical Skills, Team Leadership, Politics, International Relations, Golf, Social Networking, Teamwork, Legal Research, Bloomberg Terminal
Education
Boston University 2012 — 2016
Bachelor of Arts (BA), Political Science and Government
Office of Congressman Stephen Lynch (MA) U.S. House of Representatives August 2015 - Present
Fidelity Investments June 2015 - Present
Massachusetts State Representative Bruce J. Ayers November 2012 - Present
MFS Investment Management June 2014 - August 2014
Crossed Sabers Ski and Sports October 2009 - January 2014
Thorny Lea Golf Club May 2013 - September 2013
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Social Media, Writing, Public Speaking, Communication, Analytical Skills, Team Leadership, Politics, International Relations, Golf, Social Networking, Teamwork, Legal Research, Bloomberg Terminal
Education
Boston University 2012 — 2016
Bachelor of Arts (BA), Political Science and Government
Vanessa Linkletter's MFS Investment Management Experience April 2015 - Present
Job Principal Enterprise Architect at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management April 2015 - Present
Natixis Global Asset Management June 2000 - March 2015
MetLife April 1990 - June 2000
Keyport Life Insurance Company September 1988 - April 1990
Skills
Business Analysis, Business Intelligence, Asset Managment, Databases, Project Management, Financial Services, SharePoint, SDLC, Securities, Vendor Management, Mutual Funds, Risk Management, Portfolio Management
Education
Colby College 1984 — 1988
BA, Human Development
Boston University
IBM Mainframe Programmer Certificate
Northeastern University
Computer Systems Specialist Certificate
MFS Investment Management April 2015 - Present
Natixis Global Asset Management June 2000 - March 2015
MetLife April 1990 - June 2000
Keyport Life Insurance Company September 1988 - April 1990
Skills
Business Analysis, Business Intelligence, Asset Managment, Databases, Project Management, Financial Services, SharePoint, SDLC, Securities, Vendor Management, Mutual Funds, Risk Management, Portfolio Management
Education
Colby College 1984 — 1988
BA, Human Development
Boston University
IBM Mainframe Programmer Certificate
Northeastern University
Computer Systems Specialist Certificate
Andre Baynes Andre Baynes's MFS Investment Management Experience 1997 - 2000
Job Senior Legal Counsel at Fidelity Investments
Industry Legal Services
Experience
Fidelity Investments January 2014 - Present
Fidelity Investments 2010 - January 2014
Fidelity Investments 2006 - 2010
Fidelity Investments 2003 - 2006
Fidelity Investments 2001 - 2003
OneCore Financial Services 2000 - 2001
MFS Investment Management 1997 - 2000
Putnam Investments 1995 - 1997
Gruntal & Company 1991 - 1994
Skills
ERISA, Financial Services, IRAs, Contract Negotiation, Retirement Planning, Finance, Retirement, Qualified Retirement..., Legal Advice, Public Speaking, 401k, Traditional IRA, Non-Qualified Deferred..., Mutual Funds, Securities, Roth IRA, SEP IRA, 409A, Client Issue Resolution, Regulatory Analysis, Legislative Issues, State & Federal Laws, ETFs, DOL, IRS, Simple IRA, Internal Revenue Code, Defined Contribution, Employee Benefits, Client Training, Insurance, 1940 Act, SEC
Education
Suffolk University Law School 2003 — 2007
J.D, Law
Boston University Questrom School of Business 2000 — 2003
MBA, Business Administration
Tufts University 1987 — 1991
Bachelor of Science, Psychology
Ramapo Senior High School 1983 — 1987
Fidelity Investments January 2014 - Present
Fidelity Investments 2010 - January 2014
Fidelity Investments 2006 - 2010
Fidelity Investments 2003 - 2006
Fidelity Investments 2001 - 2003
OneCore Financial Services 2000 - 2001
MFS Investment Management 1997 - 2000
Putnam Investments 1995 - 1997
Gruntal & Company 1991 - 1994
Skills
ERISA, Financial Services, IRAs, Contract Negotiation, Retirement Planning, Finance, Retirement, Qualified Retirement..., Legal Advice, Public Speaking, 401k, Traditional IRA, Non-Qualified Deferred..., Mutual Funds, Securities, Roth IRA, SEP IRA, 409A, Client Issue Resolution, Regulatory Analysis, Legislative Issues, State & Federal Laws, ETFs, DOL, IRS, Simple IRA, Internal Revenue Code, Defined Contribution, Employee Benefits, Client Training, Insurance, 1940 Act, SEC
Education
Suffolk University Law School 2003 — 2007
J.D, Law
Boston University Questrom School of Business 2000 — 2003
MBA, Business Administration
Tufts University 1987 — 1991
Bachelor of Science, Psychology
Ramapo Senior High School 1983 — 1987
Pia Mellios's MFS Investment Management Experience April 2011 - Present
Job
Industry Investment Management
Experience
MFS Investment Management April 2011 - Present
Brown Brothers Harriman January 2008 - March 2011
State Street June 2007 - January 2008
State Street March 2006 - May 2007
Boston Stock Exchange September 2003 - November 2004
Skills
Greek Fluency, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Customer Service, Investments, Accounting, Negotiation, Analysis, Portfolio Management, Licensed Real Estate..., Fixed Income, Leadership, Management, Sales, Bloomberg, Finance
Education
Boston University 2002 — 2006
Bachelor of Arts (B.A.), Economics
Harvard University
Master’s Degree, Finance, General
MFS Investment Management April 2011 - Present
Brown Brothers Harriman January 2008 - March 2011
State Street June 2007 - January 2008
State Street March 2006 - May 2007
Boston Stock Exchange September 2003 - November 2004
Skills
Greek Fluency, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Customer Service, Investments, Accounting, Negotiation, Analysis, Portfolio Management, Licensed Real Estate..., Fixed Income, Leadership, Management, Sales, Bloomberg, Finance
Education
Boston University 2002 — 2006
Bachelor of Arts (B.A.), Economics
Harvard University
Master’s Degree, Finance, General
Michelle Mannheim Michelle Mannheim's MFS Investment Management Experience August 2011 - Present
Job Financial Analyst at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management August 2011 - Present
Skidmore College September 2010 - May 2011
Skidmore College September 2010 - December 2010
Massachusetts Amateur Sports Foundation Bay State Games May 2010 - July 2010
The Williams Agency and Cambridge Carnival International, Inc July 2009 - August 2009
Neighborhood Diabetes, Inc May 2008 - August 2008
Sal's Pizza May 2007 - August 2007
Skills
QuickBooks, Accounting, Accounts Payable, Finance, Accounts Receivable, Budgets, Financial Analysis, Financial Modeling, PeopleSoft, Hyperion Planning, Microsoft Excel, Microsoft Word, PowerPoint
Education
Skidmore College 2007 — 2011
Bachelor of Science, Management and Business
Boston University
MFS Investment Management August 2011 - Present
Skidmore College September 2010 - May 2011
Skidmore College September 2010 - December 2010
Massachusetts Amateur Sports Foundation Bay State Games May 2010 - July 2010
The Williams Agency and Cambridge Carnival International, Inc July 2009 - August 2009
Neighborhood Diabetes, Inc May 2008 - August 2008
Sal's Pizza May 2007 - August 2007
Skills
QuickBooks, Accounting, Accounts Payable, Finance, Accounts Receivable, Budgets, Financial Analysis, Financial Modeling, PeopleSoft, Hyperion Planning, Microsoft Excel, Microsoft Word, PowerPoint
Education
Skidmore College 2007 — 2011
Bachelor of Science, Management and Business
Boston University
Lisa Predella Lisa Predella's MFS Investment Management Experience Freelance writer/editorJae Communications
Job Senior Corporate Communications Manager at MFS Investment Management
Industry Writing and Editing
Experience
MFS Investment Management Freelance writer/editorJae Communications
Hewitt Associates 2008 - 2009
Fidelity Investments July 1992 - August 1994
Boston University College of Communication January 1991 - January 1993
Putnam, Hayes & Bartlett, Inc. August 1989 - August 1991
Fidelity Investments July 1986 - August 1989
Fidelity Investments December 1984 - July 1986
Skills
Copywriting, Newsletters, Strategic Communications, Internal Communications, Email Marketing, Editing, Editorial, Brochures, Feature Articles, Content Development, Corporate Communications, Financial Services, Marketing Communications, Content Management, Copy Editing
Education
Boston University 1993 — 1995
M.S., Broadcast Journalism
Boston University 1991 — 1993
M.S., Journalism
Cornell University 1982 — 1984
B.A., Psychology
Mount Holyoke College 1980 — 1982
Psychology
MFS Investment Management Freelance writer/editorJae Communications
Hewitt Associates 2008 - 2009
Fidelity Investments July 1992 - August 1994
Boston University College of Communication January 1991 - January 1993
Putnam, Hayes & Bartlett, Inc. August 1989 - August 1991
Fidelity Investments July 1986 - August 1989
Fidelity Investments December 1984 - July 1986
Skills
Copywriting, Newsletters, Strategic Communications, Internal Communications, Email Marketing, Editing, Editorial, Brochures, Feature Articles, Content Development, Corporate Communications, Financial Services, Marketing Communications, Content Management, Copy Editing
Education
Boston University 1993 — 1995
M.S., Broadcast Journalism
Boston University 1991 — 1993
M.S., Journalism
Cornell University 1982 — 1984
B.A., Psychology
Mount Holyoke College 1980 — 1982
Psychology
Ryan O'Lear's MFS Investment Management Experience June 2015 - Present
Job Inbound Sales Desk Intern at MFS Investment Management
Industry Accounting
Experience
MFS Investment Management June 2015 - Present
Anthony Franco's Italian Restaurant June 2013 - August 2014
Boston University School of Management September 2013 - December 2013
Pure Hockey/ComLax September 2010 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Public Speaking, Strategic Planning, Leadership, Teamwork
Education
Boston University 2012 — 2016
Bachelor of Business Administration and Management, Accounting
MFS Investment Management June 2015 - Present
Anthony Franco's Italian Restaurant June 2013 - August 2014
Boston University School of Management September 2013 - December 2013
Pure Hockey/ComLax September 2010 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Public Speaking, Strategic Planning, Leadership, Teamwork
Education
Boston University 2012 — 2016
Bachelor of Business Administration and Management, Accounting
Juan Garcia's MFS Investment Management Experience February 2014 - June 2015
Job Internal Wholesaler at Eaton Vance
Industry Financial Services
Experience
Eaton Vance June 2015 - Present
MFS Investment Management February 2014 - June 2015
Fidelity Investments January 2013 - January 2014
SunTrust Bank 2006 - 2011
Easthampton Savings Bank 2004 - 2006
International Business Marketing Group 2002 - 2004
Skills
Mutual Funds, Investments, Financial Services, Finance, Retail Banking, Fixed Income, Asset Management, Fixed Annuities, Investment Management, Wealth Management, Series 7, Series 63, Equities, Financial Analysis, Banking
Education
Jack Welch Management Institute 2012 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.9
University of Massachusetts, Amherst 2001 — 2005
Bachelor of Business Administration (BBA), Management
Boston University 2010 — 2011
Certificate, Financial Planning
Eaton Vance June 2015 - Present
MFS Investment Management February 2014 - June 2015
Fidelity Investments January 2013 - January 2014
SunTrust Bank 2006 - 2011
Easthampton Savings Bank 2004 - 2006
International Business Marketing Group 2002 - 2004
Skills
Mutual Funds, Investments, Financial Services, Finance, Retail Banking, Fixed Income, Asset Management, Fixed Annuities, Investment Management, Wealth Management, Series 7, Series 63, Equities, Financial Analysis, Banking
Education
Jack Welch Management Institute 2012 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.9
University of Massachusetts, Amherst 2001 — 2005
Bachelor of Business Administration (BBA), Management
Boston University 2010 — 2011
Certificate, Financial Planning
Cathy Hession's MFS Investment Management Experience 1994 - 2003
Job Investor
Industry Financial Services
Experience
Private Investor 2003 - Present
MFS Investment Management 1994 - 2003
Credit Suisse First Boston 1987 - 1994
Skills
Mutual Funds, ETFs, Fixed Income, Equities, Trading, Hedge Funds, Series 63, Asset Allocation, Bonds, Options, Capital Markets, TCA
Education
Boston University
Candidate for Certification for Financial Planning
Emmanuel College
BS, Business Administration
Private Investor 2003 - Present
MFS Investment Management 1994 - 2003
Credit Suisse First Boston 1987 - 1994
Skills
Mutual Funds, ETFs, Fixed Income, Equities, Trading, Hedge Funds, Series 63, Asset Allocation, Bonds, Options, Capital Markets, TCA
Education
Boston University
Candidate for Certification for Financial Planning
Emmanuel College
BS, Business Administration
Joe Logrippo Joe Logrippo's MFS Investment Management Experience November 2001 - October 2006
Job Wealth Manager at Intercontinental Financial Group
Industry Financial Services
Experience
LPL Financial August 2014 - April 2015
AXA Distributors August 2007 - July 2014
MFS Investment Management November 2001 - October 2006
Skills
Investment Advisory, Investments, Separately Managed..., Wealth Management, Securities, Mutual Funds, Financial Planning, Retirement Planning, 401k, Retirement, IRAs, Alternative Investments, Asset Allocation, Fixed Annuities, Variable Annuities, Life Insurance, Disability Insurance, Long Term Care Insurance, Leadership, Series 6, FINRA, Series 7, Series 63, Series 65
Education
Boston University 2015 — 2017
CFP Candidate, Financial Planning
Harvard Extension School 2007 — 2008
Suffolk University 2003 — 2004
MBA Candidate
Boston University 1994 — 1998
Bachelor’s Degree
LPL Financial August 2014 - April 2015
AXA Distributors August 2007 - July 2014
MFS Investment Management November 2001 - October 2006
Skills
Investment Advisory, Investments, Separately Managed..., Wealth Management, Securities, Mutual Funds, Financial Planning, Retirement Planning, 401k, Retirement, IRAs, Alternative Investments, Asset Allocation, Fixed Annuities, Variable Annuities, Life Insurance, Disability Insurance, Long Term Care Insurance, Leadership, Series 6, FINRA, Series 7, Series 63, Series 65
Education
Boston University 2015 — 2017
CFP Candidate, Financial Planning
Harvard Extension School 2007 — 2008
Suffolk University 2003 — 2004
MBA Candidate
Boston University 1994 — 1998
Bachelor’s Degree
Rich Holland's MFS Investment Management Experience 1998 - 2003
Job Global Technical Operations / SaaS, Cloud & Managed Services / IT Strategy & Leadership / DevOps / Infrastructure Svcs
Industry Information Technology and Services
Experience
Bottomline Technologies 2014 - Present
Hewlett-Packard 2011 - 2014
ATG (acquired by Oracle) 2009 - 2011
Egenera 2006 - 2009
diningin.com 2004 - 2006
ZipPark 2003 - 2004
MFS Investment Management 1998 - 2003
Skills
Enterprise Architecture, Hosting, Data Center, Virtualization, Cloud Computing, SaaS, Storage, Windows, Linux, Infrastructure, Production Operations, Disaster Recovery, Security, Enterprise Software, IT Strategy, Business Continuity, IT Service Management, Network Architecture, Project Management, IT Infrastructure..., Networking, IT Operations, SharePoint, CRM, Software Development, System Administration, Cross-functional Team..., Databases, Information Technology, Strategy, Management, Service Delivery, E-commerce, Mobile Devices, Integration, Leadership
Education
Boston University
MS, Computer Information Systems
Boston University
BA, PS/International Relations, Economics
Bottomline Technologies 2014 - Present
Hewlett-Packard 2011 - 2014
ATG (acquired by Oracle) 2009 - 2011
Egenera 2006 - 2009
diningin.com 2004 - 2006
ZipPark 2003 - 2004
MFS Investment Management 1998 - 2003
Skills
Enterprise Architecture, Hosting, Data Center, Virtualization, Cloud Computing, SaaS, Storage, Windows, Linux, Infrastructure, Production Operations, Disaster Recovery, Security, Enterprise Software, IT Strategy, Business Continuity, IT Service Management, Network Architecture, Project Management, IT Infrastructure..., Networking, IT Operations, SharePoint, CRM, Software Development, System Administration, Cross-functional Team..., Databases, Information Technology, Strategy, Management, Service Delivery, E-commerce, Mobile Devices, Integration, Leadership
Education
Boston University
MS, Computer Information Systems
Boston University
BA, PS/International Relations, Economics
Kirsten Maloney's MFS Investment Management Experience May 2011 - September 2011
Job Systems Engineer at Raytheon
Industry Information Technology and Services
Experience
Raytheon June 2013 - Present
Raytheon Integrated Defense Systems May 2012 - August 2012
MFS Investment Management May 2011 - September 2011
NH Lake Host Association May 2008 - August 2011
Tufts Dental Alumni Association January 2008 - January 2010
Moriarty General Dentistry Practice May 2007 - May 2009
Skills
Six Sigma, Microsoft Excel, PowerPoint, Research, Microsoft Word, Microsoft Office, Management, Matlab, Data Analysis, Solidworks, SolidWorks, Social Media, Technical Writing, Testing
Education
Boston University 2009 — 2013
Bachelors, Mechanical Engineering
The Newman School 2005 — 2009
High School
Raytheon June 2013 - Present
Raytheon Integrated Defense Systems May 2012 - August 2012
MFS Investment Management May 2011 - September 2011
NH Lake Host Association May 2008 - August 2011
Tufts Dental Alumni Association January 2008 - January 2010
Moriarty General Dentistry Practice May 2007 - May 2009
Skills
Six Sigma, Microsoft Excel, PowerPoint, Research, Microsoft Word, Microsoft Office, Management, Matlab, Data Analysis, Solidworks, SolidWorks, Social Media, Technical Writing, Testing
Education
Boston University 2009 — 2013
Bachelors, Mechanical Engineering
The Newman School 2005 — 2009
High School
Andrew Babicz's MFS Investment Management Experience 2004 - 2005
Job Executing successful Account Based Marketing strategies for leading B2B companies
Industry Online Media
Experience
Demandbase June 2014 - Present
Ziff Davis, LLC June 2013 - June 2014
Ziff Davis January 2011 - June 2013
AIG 2009 - 2011
Sun Life Financial 2007 - 2009
Sun Life Financial 2006 - 2007
Sloane & Walsh LLP 2005 - 2005
MFS Investment Management 2004 - 2005
New England Financial 2003 - 2003
Skills
Lead Generation, B2B, Online Advertising, CRM, New Business Development, Demand Generation, Sales Process, Account Based Marketing, B2B Marketing, Online Marketing, Sales, Insurance, Salesforce.com, SaaS, Sales Management, PPC, Strategy, Leadership, Strategic Partnerships, Business Planning, Email Marketing, Direct Sales, Business Development, Cloud Computing, Investments, Annuities, Mutual Funds, 401k, Asset Management, Media, Cost Per Lead, Cost Per Acquisition, Online Lead Generation, Webinars, D&O, Online Media Management, Online Content Creation, Sales Leadership..., Mentoring, Accountability, Customer Retention, Pre-sales
Education
Northeastern University 2001 — 2005
Bachelor of Science from D'Amore-McKim School of Business, Finance & Insurance
Boston University 2009 — 2009
Certified Financial Planner Course
Scotch Plains Fanwood High School 1998 — 2001
Demandbase June 2014 - Present
Ziff Davis, LLC June 2013 - June 2014
Ziff Davis January 2011 - June 2013
AIG 2009 - 2011
Sun Life Financial 2007 - 2009
Sun Life Financial 2006 - 2007
Sloane & Walsh LLP 2005 - 2005
MFS Investment Management 2004 - 2005
New England Financial 2003 - 2003
Skills
Lead Generation, B2B, Online Advertising, CRM, New Business Development, Demand Generation, Sales Process, Account Based Marketing, B2B Marketing, Online Marketing, Sales, Insurance, Salesforce.com, SaaS, Sales Management, PPC, Strategy, Leadership, Strategic Partnerships, Business Planning, Email Marketing, Direct Sales, Business Development, Cloud Computing, Investments, Annuities, Mutual Funds, 401k, Asset Management, Media, Cost Per Lead, Cost Per Acquisition, Online Lead Generation, Webinars, D&O, Online Media Management, Online Content Creation, Sales Leadership..., Mentoring, Accountability, Customer Retention, Pre-sales
Education
Northeastern University 2001 — 2005
Bachelor of Science from D'Amore-McKim School of Business, Finance & Insurance
Boston University 2009 — 2009
Certified Financial Planner Course
Scotch Plains Fanwood High School 1998 — 2001
Mike Kautz's MFS Investment Management Experience August 2013 - November 2013
Job Investment Advisor Representative at Sagemark Consulting
Industry Financial Services
Experience
Sagemark Consulting November 2014 - Present
Northwestern Mutual March 2014 - November 2014
Boston Children's Hospital November 2013 - March 2014
MFS Investment Management August 2013 - November 2013
Northwestern Mutual June 2012 - September 2012
Duke University Health System June 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Salesforce.com, Spanish, Financial Analysis, Data Analysis, Finance
Education
2016 Level II Candidate in the CFA Program
Boston University 2009 — 2013
Bachelor's degree, Economics
Forsyth Country Day School 2005 — 2009
Sagemark Consulting November 2014 - Present
Northwestern Mutual March 2014 - November 2014
Boston Children's Hospital November 2013 - March 2014
MFS Investment Management August 2013 - November 2013
Northwestern Mutual June 2012 - September 2012
Duke University Health System June 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Salesforce.com, Spanish, Financial Analysis, Data Analysis, Finance
Education
2016 Level II Candidate in the CFA Program
Boston University 2009 — 2013
Bachelor's degree, Economics
Forsyth Country Day School 2005 — 2009
Keith Kessinger's MFS Investment Management Experience July 2006 - December 2006
Job Summer Associate at Seward & Kissel LLP
Industry Online Media
Experience
Seward & Kissel LLP May 2014 - Present
Suffolk Superior Court June 2013 - December 2013
TechTarget August 2009 - August 2012
TechTarget July 2008 - December 2008
Boston Housing Authority July 2007 - July 2008
MFS Investment Management July 2006 - December 2006
Skills
Copy Editing, Content Management, Blogging, Editing, Social Media, AP Style, Journalism, News Writing, Web Content, Content Development, Content Strategy
Education
Boston College Law School 2012 — 2015
Doctor of Law (J.D.)
Northeastern University 2000 — 2004
B.A., Journalism, Economics and Sociology
Seward & Kissel LLP May 2014 - Present
Suffolk Superior Court June 2013 - December 2013
TechTarget August 2009 - August 2012
TechTarget July 2008 - December 2008
Boston Housing Authority July 2007 - July 2008
MFS Investment Management July 2006 - December 2006
Skills
Copy Editing, Content Management, Blogging, Editing, Social Media, AP Style, Journalism, News Writing, Web Content, Content Development, Content Strategy
Education
Boston College Law School 2012 — 2015
Doctor of Law (J.D.)
Northeastern University 2000 — 2004
B.A., Journalism, Economics and Sociology
Anna Stauss's MFS Investment Management Experience September 1989 - August 1991
Job Project Management/Customer Service/Financial Reporting/Athletic Coaching
Industry Financial Services
Experience
Essex Financial Services March 1995 - March 2014
Filenes December 1993 - March 1995
MFS Investment Management September 1989 - August 1991
Skills
CRM, Strategy, Management, Analysis, Coaching, Sales, Time Management, Customer Service, Finance, Accounting, Databases, Teamwork, Valuation, Team Building, Research
Education
Boston University
Master of Arts (MA), American History (United States) and Education
Denison University
Bachelor of Arts (BA), History
Essex Financial Services March 1995 - March 2014
Filenes December 1993 - March 1995
MFS Investment Management September 1989 - August 1991
Skills
CRM, Strategy, Management, Analysis, Coaching, Sales, Time Management, Customer Service, Finance, Accounting, Databases, Teamwork, Valuation, Team Building, Research
Education
Boston University
Master of Arts (MA), American History (United States) and Education
Denison University
Bachelor of Arts (BA), History
Michael Mazzaferro's MFS Investment Management Experience July 2012 - Present
Job Global Client Transition Associate at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management July 2012 - Present
Envestnet Asset Management March 2010 - July 2012
FundQuest February 2008 - March 2010
State Street (Investors Bank and Trust) August 2006 - February 2008
Skills
Transition Management, Asset Allocation, Equities, Mutual Funds, Portfolio Management, Analysis, Securities, Trading, Investments, Bonds, ETFs, Finance, Bloomberg
Education
Boston University Questrom School of Business 2012 — 2015
MBA, Concentration in Strategy and Business Analysis
Saint Anselm College 2002 — 2006
Bachelor of Arts, Business
MFS Investment Management July 2012 - Present
Envestnet Asset Management March 2010 - July 2012
FundQuest February 2008 - March 2010
State Street (Investors Bank and Trust) August 2006 - February 2008
Skills
Transition Management, Asset Allocation, Equities, Mutual Funds, Portfolio Management, Analysis, Securities, Trading, Investments, Bonds, ETFs, Finance, Bloomberg
Education
Boston University Questrom School of Business 2012 — 2015
MBA, Concentration in Strategy and Business Analysis
Saint Anselm College 2002 — 2006
Bachelor of Arts, Business
David Leiphart's MFS Investment Management Experience June 1990 - August 1996
Job Director, Foreign Exchange Sales at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank March 2011 - Present
Scotia Capital February 2009 - December 2010
Deutsche Bank August 2000 - December 2008
UBS August 1996 - August 2000
MFS Investment Management June 1990 - August 1996
Education
Boston University Questrom School of Business 1986 — 1990
BSBA, Finance
Gulliver Preparatory 1982 — 1986
HS
Deutsche Bank March 2011 - Present
Scotia Capital February 2009 - December 2010
Deutsche Bank August 2000 - December 2008
UBS August 1996 - August 2000
MFS Investment Management June 1990 - August 1996
Education
Boston University Questrom School of Business 1986 — 1990
BSBA, Finance
Gulliver Preparatory 1982 — 1986
HS
Genevieve Gilroy's MFS Investment Management Experience September 2015 - Present
Job Equity Research Analyst at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management September 2015 - Present
MFS Investment Management January 2015 - September 2015
MFS Investment Management July 2011 - January 2015
Education
Boston University 2007 — 2011
B.S.B.A. in Finance; B.A. in Political Science
MFS Investment Management September 2015 - Present
MFS Investment Management January 2015 - September 2015
MFS Investment Management July 2011 - January 2015
Education
Boston University 2007 — 2011
B.S.B.A. in Finance; B.A. in Political Science
Jeffrey DeVeau's MFS Investment Management Experience March 2006 - August 2007
Job RFP Team Leader at Loomis, Sayles & Company, L.P
Industry Investment Management
Experience
Loomis, Sayles & Company August 2007 - Present
MFS Investment Management March 2006 - August 2007
MFS Investment Management March 2005 - March 2006
MFS Investment Management April 2003 - March 2005
MFS Investment Management December 2000 - April 2003
Ameriprise Financial Services, Inc. June 2000 - November 2000
Skills
Microsoft Office 2007, RFP Machine, PMAPS, Factset, FundStation/Perform, RFP, Investments, Proposal Writing, Portfolio Management, Mutual Funds, Marketing Communications, Project Management, Organization &..., Investment Management, Management, Relationship Management, Alternative Investments, Hedge Funds, Fixed Income, Asset Management, Financial Services, Finance, Securities, Equities, Microsoft Office
Education
Suffolk University: Sawyer Business School 2003 — 2006
Master of Business Administration (M.B.A.), Organizational Behavior
Boston University 1996 — 2000
Bachelor of Science, Business Administration; Finance
Loomis, Sayles & Company August 2007 - Present
MFS Investment Management March 2006 - August 2007
MFS Investment Management March 2005 - March 2006
MFS Investment Management April 2003 - March 2005
MFS Investment Management December 2000 - April 2003
Ameriprise Financial Services, Inc. June 2000 - November 2000
Skills
Microsoft Office 2007, RFP Machine, PMAPS, Factset, FundStation/Perform, RFP, Investments, Proposal Writing, Portfolio Management, Mutual Funds, Marketing Communications, Project Management, Organization &..., Investment Management, Management, Relationship Management, Alternative Investments, Hedge Funds, Fixed Income, Asset Management, Financial Services, Finance, Securities, Equities, Microsoft Office
Education
Suffolk University: Sawyer Business School 2003 — 2006
Master of Business Administration (M.B.A.), Organizational Behavior
Boston University 1996 — 2000
Bachelor of Science, Business Administration; Finance
Phil Bolton Phil Bolton's MFS Investment Management Experience November 2013 - April 2015
Job VP Project Manager Consultant at State Street
Industry Financial Services
Experience
State Street August 2015 - Present
Biogen April 2015 - July 2015
MFS Investment Management November 2013 - April 2015
Biogen Idec October 2011 - November 2013
RBS Citizens Financial Group July 2010 - August 2011
State Street January 2006 - April 2010
Brown Brothers Harriman March 2005 - December 2005
Sun Life Financial March 1999 - March 2005
BNY Mellon September 1996 - March 1999
Fidelity Investments September 1995 - September 1996
Skills
Asset Management, Corporate Actions, Commercial Lending, Securities Lending, Transfer Agency, Banking, Systems Analysis, Vendor Management, Business Analysis, Risk Management, Compliance, SDLC, Process Improvement, Visio, Mutual Funds, Equities, Program Management, Lotus Notes, Change Management, Trading, Customer Relations, MS Project, Management Consulting, Business Strategy, Outsourcing, Due Diligence, Analysis, Requirements Analysis, RFP, Requirements Gathering, Strategic Planning, Business Continuity, Project Portfolio..., Project Planning, Financial Reporting, PMO, SOX, Fixed Income, Bloomberg, Management, Financial Services, Project Management, Consulting, SharePoint, Finance, Enterprise Software, Leadership, Software Project..., Software Development, Quality Assurance
Education
Boston University
Salem State University
State Street August 2015 - Present
Biogen April 2015 - July 2015
MFS Investment Management November 2013 - April 2015
Biogen Idec October 2011 - November 2013
RBS Citizens Financial Group July 2010 - August 2011
State Street January 2006 - April 2010
Brown Brothers Harriman March 2005 - December 2005
Sun Life Financial March 1999 - March 2005
BNY Mellon September 1996 - March 1999
Fidelity Investments September 1995 - September 1996
Skills
Asset Management, Corporate Actions, Commercial Lending, Securities Lending, Transfer Agency, Banking, Systems Analysis, Vendor Management, Business Analysis, Risk Management, Compliance, SDLC, Process Improvement, Visio, Mutual Funds, Equities, Program Management, Lotus Notes, Change Management, Trading, Customer Relations, MS Project, Management Consulting, Business Strategy, Outsourcing, Due Diligence, Analysis, Requirements Analysis, RFP, Requirements Gathering, Strategic Planning, Business Continuity, Project Portfolio..., Project Planning, Financial Reporting, PMO, SOX, Fixed Income, Bloomberg, Management, Financial Services, Project Management, Consulting, SharePoint, Finance, Enterprise Software, Leadership, Software Project..., Software Development, Quality Assurance
Education
Boston University
Salem State University
Kathy Armstrong (O'Rourke) Kathy Armstrong (O'Rourke)'s MFS Investment Management Experience January 2000 - March 2005
Job Owner, The Lexington Horse, Inc.
Industry Sporting Goods
Experience
The Lexington Horse January 2005 - Present
MFS Investment Management January 2000 - March 2005
MFS INVESTMENT MANAGEMENT INC January 2000 - March 2005
MFS Investment Management December 1998 - January 2000
MFS Investment Management December 1998 - January 2000
MFS Investment Management May 1996 - December 1998
Keyport Life Insurance January 1995 - January 1996
Keyport Life Insurance January 1994 - January 1995
Fidelity Investments January 1992 - January 1994
Fidelity Investments January 1991 - January 1992
Skills
Project Management, MS Project, Management, Budgets, Testing, Social Media, Team Leadership, Databases
Education
Isenberg School of Management, UMass Amherst 1982 — 1985
University of Massachusetts
Bachelor, Business Administration
Boston University
Graduate School of Management MBA
The Lexington Horse January 2005 - Present
MFS Investment Management January 2000 - March 2005
MFS INVESTMENT MANAGEMENT INC January 2000 - March 2005
MFS Investment Management December 1998 - January 2000
MFS Investment Management December 1998 - January 2000
MFS Investment Management May 1996 - December 1998
Keyport Life Insurance January 1995 - January 1996
Keyport Life Insurance January 1994 - January 1995
Fidelity Investments January 1992 - January 1994
Fidelity Investments January 1991 - January 1992
Skills
Project Management, MS Project, Management, Budgets, Testing, Social Media, Team Leadership, Databases
Education
Isenberg School of Management, UMass Amherst 1982 — 1985
University of Massachusetts
Bachelor, Business Administration
Boston University
Graduate School of Management MBA
John Fremont-Smith's MFS Investment Management Experience April 2000 - August 2001
Job Vice President, Investment Consultant at Calamos
Industry Financial Services
Experience
Calamos Investments June 2013 - Present
Dreyfus November 2006 - June 2013
Touchstone Investments August 2001 - October 2006
MFS Investment Management April 2000 - August 2001
Fidelity Investments October 1998 - March 2000
Pitney Bowes January 1998 - September 1998
Skills
Mutual Funds, Series 7, Investments, Retirement Planning, Series 63, Series 6, Financial Services, Separately Managed..., Financial Advisory, Series 65, New Business Development, Variable Annuities, Sales, Wealth Management, Leadership
Education
Boston University 1993 — 1998
Bachelor of Arts
Calamos Investments June 2013 - Present
Dreyfus November 2006 - June 2013
Touchstone Investments August 2001 - October 2006
MFS Investment Management April 2000 - August 2001
Fidelity Investments October 1998 - March 2000
Pitney Bowes January 1998 - September 1998
Skills
Mutual Funds, Series 7, Investments, Retirement Planning, Series 63, Series 6, Financial Services, Separately Managed..., Financial Advisory, Series 65, New Business Development, Variable Annuities, Sales, Wealth Management, Leadership
Education
Boston University 1993 — 1998
Bachelor of Arts
Christopher Bertinelli, CIMA Christopher Bertinelli, CIMA's MFS Investment Management Experience 1997 - 1998
Job Regional Director at Brandes Investment Partners
Industry Investment Management
Experience
Brandes Investment Partners September 2013 - Present
Tocqueville Asset Management September 2011 - September 2013
Ashfield Capital Partners, LLC 2010 - September 2011
Morgan Stanley Smith Barney 2003 - 2010
Fred Alger Management 1999 - 2003
MFS Investment Management 1997 - 1998
Skills
Mutual Funds, Alternative Investments, Series 63, ETFs, Separately Managed..., Series 7, Series 24, Series 65, External Wholesaling, RIAs (Registered..., Independent Broker..., Wire House Firms, Third Party Distribution, National and Key..., UITs, Sub-Advisory and..., Asset Allocation, FINRA, Financial Advisory, Financial Services, Investment Advisory, Investment Management, Investments, Portfolio Management, Securities, Unit Investment Trusts, Wealth Management
Education
University of Pennsylvania - The Wharton School 2005 — 2005
CIMA, Certified Investment Management Analyst
Boston University 1993 — 1997
BA, International Relations, Economics
Brandes Investment Partners September 2013 - Present
Tocqueville Asset Management September 2011 - September 2013
Ashfield Capital Partners, LLC 2010 - September 2011
Morgan Stanley Smith Barney 2003 - 2010
Fred Alger Management 1999 - 2003
MFS Investment Management 1997 - 1998
Skills
Mutual Funds, Alternative Investments, Series 63, ETFs, Separately Managed..., Series 7, Series 24, Series 65, External Wholesaling, RIAs (Registered..., Independent Broker..., Wire House Firms, Third Party Distribution, National and Key..., UITs, Sub-Advisory and..., Asset Allocation, FINRA, Financial Advisory, Financial Services, Investment Advisory, Investment Management, Investments, Portfolio Management, Securities, Unit Investment Trusts, Wealth Management
Education
University of Pennsylvania - The Wharton School 2005 — 2005
CIMA, Certified Investment Management Analyst
Boston University 1993 — 1997
BA, International Relations, Economics
Matthew Partee's MFS Investment Management Experience September 2011 - July 2015
Job Financial Analyst at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management September 2011 - July 2015
MFS Investment Management June 2010 - September 2011
MFS Investment Management September 2008 - June 2010
Skills
Financial Analysis, PeopleSoft, Finance, Variance Analysis, Financial Statements, Analysis, Accounting, Account Reconciliation, General Ledger, ACS Cube, Concur, GTreasury, Papervision, Ceridian, Internal Controls, Corporate Finance, Accounts Payable, Microsoft Excel, Microsoft Office, Auditing
Education
Boston University 2004 — 2008
Bachelor of Science in Business Administration, Finance
MFS Investment Management September 2011 - July 2015
MFS Investment Management June 2010 - September 2011
MFS Investment Management September 2008 - June 2010
Skills
Financial Analysis, PeopleSoft, Finance, Variance Analysis, Financial Statements, Analysis, Accounting, Account Reconciliation, General Ledger, ACS Cube, Concur, GTreasury, Papervision, Ceridian, Internal Controls, Corporate Finance, Accounts Payable, Microsoft Excel, Microsoft Office, Auditing
Education
Boston University 2004 — 2008
Bachelor of Science in Business Administration, Finance
Rob O'Leary Rob O'Leary's MFS Investment Management Experience August 2000 - May 2007
Job Senior Manager, Professional Services at Nuance
Industry Computer Software
Experience
Nuance Communications July 2012 - Present
Nuance Communications July 2010 - Present
Nuance Communications November 2009 - July 2010
Ecopy May 2007 - July 2010
MFS Investment Management August 2000 - May 2007
Cybex International September 1998 - August 2000
Wellbridge January 1996 - April 1998
Skills
Enterprise Software, SaaS, VSS, Unix, VMware, Cloud Computing, IIS, TCP/IP, Integration, Disaster Recovery, Virtualization, SQL, Technical Support, Agile Methodologies, Professional Services, Software Development, Active Directory, SharePoint
Education
University of Massachusetts Boston 2003 — 2006
bs, Exercise Phy
Boston University 1996 — 1998
NT Administration, Computer Science
Nuance Communications July 2012 - Present
Nuance Communications July 2010 - Present
Nuance Communications November 2009 - July 2010
Ecopy May 2007 - July 2010
MFS Investment Management August 2000 - May 2007
Cybex International September 1998 - August 2000
Wellbridge January 1996 - April 1998
Skills
Enterprise Software, SaaS, VSS, Unix, VMware, Cloud Computing, IIS, TCP/IP, Integration, Disaster Recovery, Virtualization, SQL, Technical Support, Agile Methodologies, Professional Services, Software Development, Active Directory, SharePoint
Education
University of Massachusetts Boston 2003 — 2006
bs, Exercise Phy
Boston University 1996 — 1998
NT Administration, Computer Science
Robert Ayan's MFS Investment Management Experience October 1996 - August 2000
Job Managing Partner at Cambridge Advisors
Industry Management Consulting
Experience
Cambridge Advisors January 2007 - Present
Future Cities Development, Inc. August 2011 - October 2012
El Hassan Science City March 2007 - August 2010
Minah Ventures June 2005 - January 2007
MIT Entrepreneurship Center November 2003 - July 2005
LiveVault June 2002 - November 2003
S&V consultoria e tecnologia September 2001 - March 2002
MFS Investment Management October 1996 - August 2000
Skills
Venture Capital, Entrepreneurship, Strategy, Product Management, Business, Innovation, Economic Development, Workforce Development, Business Planning, Business Strategy, Start-ups, SaaS, Business Development, Financial Modeling, Mergers & Acquisitions, Leadership, Product Development, Management, Program Management, Project Management, Solution Selling, Management Consulting, Strategic Partnerships, B2B
Education
MIT Sloan School of Management
Master of Business Administration (MBA), Information Technology and Business Transformation
Boston University - School of Management
BSBA, Management Information Systems, Computer Science, Marketing
Boston Latin School
Cambridge Advisors January 2007 - Present
Future Cities Development, Inc. August 2011 - October 2012
El Hassan Science City March 2007 - August 2010
Minah Ventures June 2005 - January 2007
MIT Entrepreneurship Center November 2003 - July 2005
LiveVault June 2002 - November 2003
S&V consultoria e tecnologia September 2001 - March 2002
MFS Investment Management October 1996 - August 2000
Skills
Venture Capital, Entrepreneurship, Strategy, Product Management, Business, Innovation, Economic Development, Workforce Development, Business Planning, Business Strategy, Start-ups, SaaS, Business Development, Financial Modeling, Mergers & Acquisitions, Leadership, Product Development, Management, Program Management, Project Management, Solution Selling, Management Consulting, Strategic Partnerships, B2B
Education
MIT Sloan School of Management
Master of Business Administration (MBA), Information Technology and Business Transformation
Boston University - School of Management
BSBA, Management Information Systems, Computer Science, Marketing
Boston Latin School
Paul Drago's MFS Investment Management Experience June 1996 - July 2003
Job
Industry Human Resources
Experience
Oliver Wyman Group (a Marsh & McLennan Company) May 2008 - Present
Novell Inc March 2004 - April 2008
Partners Healthcare July 2003 - February 2004
MFS Investment Management June 1996 - July 2003
First Winthrop Corporation September 1995 - June 1996
The Berkshire Group July 1993 - September 1995
Skills
Benefits Administration, Crystal Reports, SQL, SQR, PeopleSoft, HTML, Systems Analysis, Human Resources, Employee Relations, Talent Management, Business Process, Employee Benefits, Business Analysis, HRIS, Personnel Management, Talent Acquisition, Payroll
Education
Emmanuel College 1994 — 1998
M.A., Human Resource Management
University of Massachusetts, Amherst 1989 — 1993
B.A., Human Resource Development
Boston University 1999 — 2000
Certification, Web Application Development
Oliver Wyman Group (a Marsh & McLennan Company) May 2008 - Present
Novell Inc March 2004 - April 2008
Partners Healthcare July 2003 - February 2004
MFS Investment Management June 1996 - July 2003
First Winthrop Corporation September 1995 - June 1996
The Berkshire Group July 1993 - September 1995
Skills
Benefits Administration, Crystal Reports, SQL, SQR, PeopleSoft, HTML, Systems Analysis, Human Resources, Employee Relations, Talent Management, Business Process, Employee Benefits, Business Analysis, HRIS, Personnel Management, Talent Acquisition, Payroll
Education
Emmanuel College 1994 — 1998
M.A., Human Resource Management
University of Massachusetts, Amherst 1989 — 1993
B.A., Human Resource Development
Boston University 1999 — 2000
Certification, Web Application Development
Matthew Cirillo's MFS Investment Management Experience January 2012 - July 2015
Job Product & Strategy Analyst
Industry Financial Services
Experience
MFS Investment Management January 2012 - July 2015
MFS Investment Management March 2011 - December 2011
MFS Investment Management March 2008 - February 2011
MFS Investment Management January 2008 - March 2008
MFS Investment Management July 2006 - January 2008
MFS Investment Management June 2005 - July 2006
Skills
Investments, Mutual Funds, Finance, Asset Allocation, Defined Contribution, Fixed Income, 401k, Series 6, Investment Strategies, Retirement, Equities, Financial Services, Relationship Management, Financial Analysis
Education
Boston University Questrom School of Business 2010 — 2014
Master of Business Administration (M.B.A.)
Saint Michael's College 2001 — 2005
Bachelor of Science, Business Administration
National University of Ireland, Galway 2003 — 2003
Institute for Study Abroad - Butler University
MFS Investment Management January 2012 - July 2015
MFS Investment Management March 2011 - December 2011
MFS Investment Management March 2008 - February 2011
MFS Investment Management January 2008 - March 2008
MFS Investment Management July 2006 - January 2008
MFS Investment Management June 2005 - July 2006
Skills
Investments, Mutual Funds, Finance, Asset Allocation, Defined Contribution, Fixed Income, 401k, Series 6, Investment Strategies, Retirement, Equities, Financial Services, Relationship Management, Financial Analysis
Education
Boston University Questrom School of Business 2010 — 2014
Master of Business Administration (M.B.A.)
Saint Michael's College 2001 — 2005
Bachelor of Science, Business Administration
National University of Ireland, Galway 2003 — 2003
Institute for Study Abroad - Butler University
Mitchell Remson's MFS Investment Management Experience August 2011 - November 2011
Job Business Systems Analyst
Industry Information Technology and Services
Experience
Cognizant Technology Solutions December 2011 - February 2013
BNY Mellon December 2011 - February 2013
MFS Investment Management August 2011 - November 2011
Winter Wyman August 2011 - November 2011
BNY Mellon October 2010 - July 2011
Modis October 2010 - July 2011
GCE Solutions Inc. June 2010 - October 2010
IBM June 2010 - October 2010
Banco Santander June 2010 - October 2010
Tek Systems November 2009 - March 2010
Skills
Business Requirements, Requirements Gathering, Business Analysis, SDLC, Financial Services, Requirements Analysis, Vendor Management, PMO, User Acceptance Testing
Education
Boston University 1985 — 1987
Cognizant Technology Solutions December 2011 - February 2013
BNY Mellon December 2011 - February 2013
MFS Investment Management August 2011 - November 2011
Winter Wyman August 2011 - November 2011
BNY Mellon October 2010 - July 2011
Modis October 2010 - July 2011
GCE Solutions Inc. June 2010 - October 2010
IBM June 2010 - October 2010
Banco Santander June 2010 - October 2010
Tek Systems November 2009 - March 2010
Skills
Business Requirements, Requirements Gathering, Business Analysis, SDLC, Financial Services, Requirements Analysis, Vendor Management, PMO, User Acceptance Testing
Education
Boston University 1985 — 1987
Ben Zoski's MFS Investment Management Experience March 2008 - June 2011
Job Software Engineer at SoftPro
Industry Computer Software
Experience
SoftPro June 2011 - Present
MFS Investment Management March 2008 - June 2011
Sungard BancWare June 2006 - February 2008
Sungard BancWare June 2005 - June 2006
Sungard BancWare October 2003 - June 2005
Boston University - Computing Services Group September 2001 - May 2003
Skills
C#, .NET, Software Engineering, WinForms, Microsoft SQL Server, Software Development, WCF, SQL, T-SQL, XML, HTML, WPF, TFS, Project Management, SSRS, Visual Basic, ASP.NET, Oracle, Scrum, Visual Studio, Microsoft Office
Education
Boston University 1999 — 2003
Bachelors, Mathematics and Computer Science
SoftPro June 2011 - Present
MFS Investment Management March 2008 - June 2011
Sungard BancWare June 2006 - February 2008
Sungard BancWare June 2005 - June 2006
Sungard BancWare October 2003 - June 2005
Boston University - Computing Services Group September 2001 - May 2003
Skills
C#, .NET, Software Engineering, WinForms, Microsoft SQL Server, Software Development, WCF, SQL, T-SQL, XML, HTML, WPF, TFS, Project Management, SSRS, Visual Basic, ASP.NET, Oracle, Scrum, Visual Studio, Microsoft Office
Education
Boston University 1999 — 2003
Bachelors, Mathematics and Computer Science
Joe Hager's MFS Investment Management Experience 2001 - 2004
Job Financial Services at Financial Services
Industry Financial Services
Experience
Intentionally left blank April 2007 - Present
Financial Services May 1900 - Present
Sun Life Retirement Services Inc. December 2005 - April 2007
MFS Investment Management 2001 - 2004
Education
Boston University 1994 — 1998
Intentionally left blank April 2007 - Present
Financial Services May 1900 - Present
Sun Life Retirement Services Inc. December 2005 - April 2007
MFS Investment Management 2001 - 2004
Education
Boston University 1994 — 1998
Chloe Cullinan's MFS Investment Management Experience August 2007 - October 2011
Job Pricing Manager at Masonite International
Industry Building Materials
Experience
Masonite International November 2014 - Present
CertainTeed Corporation August 2012 - November 2014
MFS Investment Management August 2007 - October 2011
MFS Investment Management April 2005 - August 2007
Eötvös József High School 2004 - 2004
Montag & Caldwell May 1999 - December 2003
State Street January 1998 - September 1998
State Street November 1996 - January 1998
Skills
Fixed Income, Equities, Portfolio Management, Analysis, Asset Allocation, Sales Process, Salesforce.com, Salesforce.com..., Salesforce.com..., Project Management, Business Strategy, Business Analysis, Sales Analysis, CRM, Business Process, Business Intelligence, Training, User Experience, Change Management, Incentive Programs, Sales Process..., Metrics Reporting, Performance Measurement, Query Writing, Database Queries, Pricing Strategy, Pricing Analysis
Education
Boston University
MS, Investment Management
Florida State University - College of Business
BS, Finance
Masonite International November 2014 - Present
CertainTeed Corporation August 2012 - November 2014
MFS Investment Management August 2007 - October 2011
MFS Investment Management April 2005 - August 2007
Eötvös József High School 2004 - 2004
Montag & Caldwell May 1999 - December 2003
State Street January 1998 - September 1998
State Street November 1996 - January 1998
Skills
Fixed Income, Equities, Portfolio Management, Analysis, Asset Allocation, Sales Process, Salesforce.com, Salesforce.com..., Salesforce.com..., Project Management, Business Strategy, Business Analysis, Sales Analysis, CRM, Business Process, Business Intelligence, Training, User Experience, Change Management, Incentive Programs, Sales Process..., Metrics Reporting, Performance Measurement, Query Writing, Database Queries, Pricing Strategy, Pricing Analysis
Education
Boston University
MS, Investment Management
Florida State University - College of Business
BS, Finance
Eugene Vaitsblit's MFS Investment Management Experience 1999 - 2007
Job Principal Developer at Liberty Mutual Group
Industry Information Technology and Services
Experience
Liberty Mutual Group, Investments March 2007 - Present
MFS Investment Mgmt 1999 - 2007
MFS Investment Management 1999 - 2007
MFS 1998 - 2006
Skills
SharePoint, Web Services, SQL, T-SQL, Business Analysis, Databases, Visual Basic, Visio, HTML, SDLC, ASP.NET, Analytics, Microsoft SQL Server, Visual Studio, Database Design, Enterprise Architecture, ETL, Sybase, C#, Software Project...
Education
Boston University 1999 — 2003
Master of Science (MS), Computer Information Systems
Liberty Mutual Group, Investments March 2007 - Present
MFS Investment Mgmt 1999 - 2007
MFS Investment Management 1999 - 2007
MFS 1998 - 2006
Skills
SharePoint, Web Services, SQL, T-SQL, Business Analysis, Databases, Visual Basic, Visio, HTML, SDLC, ASP.NET, Analytics, Microsoft SQL Server, Visual Studio, Database Design, Enterprise Architecture, ETL, Sybase, C#, Software Project...
Education
Boston University 1999 — 2003
Master of Science (MS), Computer Information Systems
Evan Scott's MFS Investment Management Experience December 2014 - Present
Job QA Manager Lead at Forrester Research
Industry Computer Software
Experience
MFS Investment Management December 2014 - Present
Forrester Research December 2010 - April 2014
Fidelity Investments April 2004 - October 2010
Excelergy September 2003 - April 2004
Banta Integrated Media 1998 - 2000
State Street Global Advisors July 1998 - December 1998
Lotus Development May 1989 - November 1993
Skills
Project Management, Test Planning, Test Strategy, Process Improvement, Quality Assurance, Software Quality..., Test Management, Quality Center, Test Automation, Testing, SDLC, Software Development, Requirements Analysis, Regression Testing, System Testing, Agile Methodologies, SQL, Business Analysis, Oracle, Unix, Web Services, Manual Testing, Java, QTP, Enterprise Software, HP Quality Center
Education
Boston University 1982 — 1986
BA, International Relations
MFS Investment Management December 2014 - Present
Forrester Research December 2010 - April 2014
Fidelity Investments April 2004 - October 2010
Excelergy September 2003 - April 2004
Banta Integrated Media 1998 - 2000
State Street Global Advisors July 1998 - December 1998
Lotus Development May 1989 - November 1993
Skills
Project Management, Test Planning, Test Strategy, Process Improvement, Quality Assurance, Software Quality..., Test Management, Quality Center, Test Automation, Testing, SDLC, Software Development, Requirements Analysis, Regression Testing, System Testing, Agile Methodologies, SQL, Business Analysis, Oracle, Unix, Web Services, Manual Testing, Java, QTP, Enterprise Software, HP Quality Center
Education
Boston University 1982 — 1986
BA, International Relations
Anna Chiu Hughes's MFS Investment Management Experience September 1998 - April 2000
Job Portfolio Analyst at Wellington Management Company
Industry Investment Management
Experience
Wellington Management Company August 2003 - Present
Baring Asset Management April 2000 - June 2003
MFS Investment Management September 1998 - April 2000
Education
Boston University 1993 — 1997
HKIS 1990 — 1994
Wellington Management Company August 2003 - Present
Baring Asset Management April 2000 - June 2003
MFS Investment Management September 1998 - April 2000
Education
Boston University 1993 — 1997
HKIS 1990 — 1994
Jason Fan's MFS Investment Management Experience 1999 - 2007
Job ERISA Compliance Consultant at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Financial Services 2015 - Present
Partners HealthCare 2013 - 2015
MassMutual Financial Group 2013 - 2013
The Hartford 2008 - 2012
MFS Investment Management 1999 - 2007
Skills
Mutual Funds, 401k, Retirement, Retirement Plan..., Qualified Retirement..., Retirement Benefits, Defined Benefit, Defined Contribution, Investments, Pensions, Pension Administration, ERISA, Auditing, Non-Qualified Deferred..., Financial Services, Series 6, QKA
Education
Boston University
Drexel University
John Hancock Financial Services 2015 - Present
Partners HealthCare 2013 - 2015
MassMutual Financial Group 2013 - 2013
The Hartford 2008 - 2012
MFS Investment Management 1999 - 2007
Skills
Mutual Funds, 401k, Retirement, Retirement Plan..., Qualified Retirement..., Retirement Benefits, Defined Benefit, Defined Contribution, Investments, Pensions, Pension Administration, ERISA, Auditing, Non-Qualified Deferred..., Financial Services, Series 6, QKA
Education
Boston University
Drexel University
Meredith Meyer's MFS Investment Management Experience September 2010 - April 2011
Job Marketing Analyst, Business Analytics at Carbonite
Industry Information Technology and Services
Experience
Carbonite February 2015 - Present
Procurian (acquired 12/2013 by Accenture) August 2011 - December 2012
MFS Investment Management September 2010 - April 2011
MFS Investment Management June 2007 - August 2010
MFS Investment Management November 2005 - June 2007
MFS Investment Management October 2004 - November 2005
MFS Investment Management May 2003 - October 2004
Boston Financial Data Services July 2002 - May 2003
Skills
Mutual Funds, Investments, Market Research, Financial Analysis, Financial Services, Series 7, Asset Allocation, Bloomberg, Access, Morningstar, Lipper, Microsoft Excel, PowerPoint, Salesforce.com, Retirement Planning, Series 63, Investment Strategies, Series 6, Analysis, Analytics, SQL, FactSet, Cornerstones Leadership..., Oracle SQL Developer, Business Intelligence, Overseas Experience, Visio, QlikView, Google Analytics, Tableau
Education
Boston University 2013 — 2014
Graduate Certificate, Database Management & Business Intelligence
Suffolk University 2004 — 2006
Masters of Business Administration, Marketing Concentration
Dickinson College 1998 — 2002
Bachelor of Arts (B.A.), Economics
Dickinson College 1998 — 2002
Bachelor of Arts (B.A.), Music Theory and Composition
Carbonite February 2015 - Present
Procurian (acquired 12/2013 by Accenture) August 2011 - December 2012
MFS Investment Management September 2010 - April 2011
MFS Investment Management June 2007 - August 2010
MFS Investment Management November 2005 - June 2007
MFS Investment Management October 2004 - November 2005
MFS Investment Management May 2003 - October 2004
Boston Financial Data Services July 2002 - May 2003
Skills
Mutual Funds, Investments, Market Research, Financial Analysis, Financial Services, Series 7, Asset Allocation, Bloomberg, Access, Morningstar, Lipper, Microsoft Excel, PowerPoint, Salesforce.com, Retirement Planning, Series 63, Investment Strategies, Series 6, Analysis, Analytics, SQL, FactSet, Cornerstones Leadership..., Oracle SQL Developer, Business Intelligence, Overseas Experience, Visio, QlikView, Google Analytics, Tableau
Education
Boston University 2013 — 2014
Graduate Certificate, Database Management & Business Intelligence
Suffolk University 2004 — 2006
Masters of Business Administration, Marketing Concentration
Dickinson College 1998 — 2002
Bachelor of Arts (B.A.), Economics
Dickinson College 1998 — 2002
Bachelor of Arts (B.A.), Music Theory and Composition
Christopher Lundeen's MFS Investment Management Experience July 2014 - June 2015
Job Financial Accounting Analyst II at MFS Investment Management
Industry Accounting
Experience
MFS Investment Management July 2014 - June 2015
Fidelity Investments July 2013 - June 2014
Fidelity Investments June 2010 - June 2013
Carey & Company, P.C. 2009 - 2010
Wellington Management July 2007 - December 2008
Skills
Consolidation, Financial Reporting, Accounting, Financial Accounting, Finance
Education
Boston University 2011 — 2013
Master's degree, Banking and Financial Services Management
Northeastern University 2006 — 2009
Bachelor of Business Administration (BBA), Accounting Concentration
MFS Investment Management July 2014 - June 2015
Fidelity Investments July 2013 - June 2014
Fidelity Investments June 2010 - June 2013
Carey & Company, P.C. 2009 - 2010
Wellington Management July 2007 - December 2008
Skills
Consolidation, Financial Reporting, Accounting, Financial Accounting, Finance
Education
Boston University 2011 — 2013
Master's degree, Banking and Financial Services Management
Northeastern University 2006 — 2009
Bachelor of Business Administration (BBA), Accounting Concentration
Alison Klein's MFS Investment Management Experience June 2007 - November 2012
Job Assurance Resource Coordinator
Industry Accounting
Experience
PwC October 2013 - Present
PwC November 2012 - October 2013
MFS Investment Management June 2007 - November 2012
Deutsche Bank 2006 - 2007
Bisys 2005 - 2006
State Street Bank 2003 - 2003
Education
Boston University 1996 — 2000
Bachelor of Arts (B.A.), Economics
Boston University 1996 — 2000
Bachelor of Arts (B.A.), Psychology
Washingtonville High School
PwC October 2013 - Present
PwC November 2012 - October 2013
MFS Investment Management June 2007 - November 2012
Deutsche Bank 2006 - 2007
Bisys 2005 - 2006
State Street Bank 2003 - 2003
Education
Boston University 1996 — 2000
Bachelor of Arts (B.A.), Economics
Boston University 1996 — 2000
Bachelor of Arts (B.A.), Psychology
Washingtonville High School
David Domenicone's MFS Investment Management Experience September 2000 - May 2013
Job Senior Technical Consultant at Aptify
Industry Financial Services
Experience
Aptify February 2014 - Present
Spear Point LLC June 2013 - February 2014
MFS Investment Management September 2000 - May 2013
State Street Bank November 1997 - September 2000
Education
Boston University 2000 — 2004
Masters, Computer Science
Bryant University 1992 — 1996
Bachelor's degree, Finance, General
Aptify February 2014 - Present
Spear Point LLC June 2013 - February 2014
MFS Investment Management September 2000 - May 2013
State Street Bank November 1997 - September 2000
Education
Boston University 2000 — 2004
Masters, Computer Science
Bryant University 1992 — 1996
Bachelor's degree, Finance, General
Wendy Mailot's MFS Investment Management Experience 1999 - Present
Job Vice President at MFS Investment Management
Industry Information Technology and Services
Experience
MFS Investment Management 1999 - Present
MarketStar / Hewlett Packard 1997 - 1999
Massachusetts State Library 1989 - 1996
Skills
Mutual Funds, Fixed Income, Bloomberg, Derivatives, Financial Services, Investments, Portfolio Management, Alternative Investments, Securities, Equities, Middle Office, Back Office, Asset Managment, STP, Quantitative Research, Information Management, SWIFT messaging, Trading, Investment Research, Performance Attribution, Portfolio Compliance, Omgeo Oasys and CTM, Business Analysis, Quality Assurance, Project Management, Offshore Outsourcing, Nearshore Outsourcing, Consultant Management, Asset Management, Management, SDLC
Education
Northeastern University 1992 — 1994
Masters Degree, International Relations and Comparative Politics
Boston University 1988 — 1992
Bachelor of Science, International Relations
MFS Investment Management 1999 - Present
MarketStar / Hewlett Packard 1997 - 1999
Massachusetts State Library 1989 - 1996
Skills
Mutual Funds, Fixed Income, Bloomberg, Derivatives, Financial Services, Investments, Portfolio Management, Alternative Investments, Securities, Equities, Middle Office, Back Office, Asset Managment, STP, Quantitative Research, Information Management, SWIFT messaging, Trading, Investment Research, Performance Attribution, Portfolio Compliance, Omgeo Oasys and CTM, Business Analysis, Quality Assurance, Project Management, Offshore Outsourcing, Nearshore Outsourcing, Consultant Management, Asset Management, Management, SDLC
Education
Northeastern University 1992 — 1994
Masters Degree, International Relations and Comparative Politics
Boston University 1988 — 1992
Bachelor of Science, International Relations
James Lennon's MFS Investment Management Experience January 2012 - Present
Job Senior Web Engineer at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management January 2012 - Present
MFS Investment Management October 2009 - December 2011
Capital One Financial Corporation July 2006 - October 2009
ComServices July 2005 - July 2006
Navigant Consulting April 2001 - July 2005
Storability July 2000 - December 2000
Ceridian Performance Partners 1997 - 2000
Skills
Disaster Recovery, Active Directory, Servers, Integration, IIS, Networking, CRM, Enterprise Software, Strategy, Information Technology, Infrastructure, SDLC, Lotus Notes, Vendor Management, Business Analysis, SQL
Education
Boston University 1997 — 1998
Northeastern University
MFS Investment Management January 2012 - Present
MFS Investment Management October 2009 - December 2011
Capital One Financial Corporation July 2006 - October 2009
ComServices July 2005 - July 2006
Navigant Consulting April 2001 - July 2005
Storability July 2000 - December 2000
Ceridian Performance Partners 1997 - 2000
Skills
Disaster Recovery, Active Directory, Servers, Integration, IIS, Networking, CRM, Enterprise Software, Strategy, Information Technology, Infrastructure, SDLC, Lotus Notes, Vendor Management, Business Analysis, SQL
Education
Boston University 1997 — 1998
Northeastern University
Cristin Newkirk's MFS Investment Management Experience 1998 - 2006
Job Creative Production Manager Studio Operations at Hill Holliday
Industry Public Relations and Communications
Experience
Hill Holliday Advertising 2014 - Present
Hill Holliday 2010 - 2014
Toth Brand Imaging February 2010 - July 2010
Modernista! August 2006 - February 2009
MFS Investment Management 1998 - 2006
Skills
Integrated Marketing, Microsoft Office, Packaging, Creative Strategy, Strategy, Marketing Strategy, Account Management, Advertising, Project Management, Digital Marketing, Digital Media, Direct Mail, CRM, Creative Direction, Marketing, Digital Strategy, Pre-press, Email Marketing, Strategic Planning, Interactive Marketing, Interactive Advertising, Management
Education
Boston University 1986 — 1990
Mass Communications
Hill Holliday Advertising 2014 - Present
Hill Holliday 2010 - 2014
Toth Brand Imaging February 2010 - July 2010
Modernista! August 2006 - February 2009
MFS Investment Management 1998 - 2006
Skills
Integrated Marketing, Microsoft Office, Packaging, Creative Strategy, Strategy, Marketing Strategy, Account Management, Advertising, Project Management, Digital Marketing, Digital Media, Direct Mail, CRM, Creative Direction, Marketing, Digital Strategy, Pre-press, Email Marketing, Strategic Planning, Interactive Marketing, Interactive Advertising, Management
Education
Boston University 1986 — 1990
Mass Communications
Anna Ozols's MFS Investment Management Experience 1989 - 2002
Job Independent Design Professional
Industry Design
Experience
Anna Ozols Graphic Design February 2011 - Present
LLA March 2008 - Present
MedSpa 2005 - April 2008
Harvard University Herbaria March 2006 - March 2007
COGdesign 2005 - 2007
Women and Infants Hospital 2003 - 2004
MFS Investment Management 1989 - 2002
Education
Landscape Institute of the Arnold Arboretum at Harvard University
Landscape history, design, & preservation
Boston University 1985 — 1987
MFA, Graphic Design
St. Lawrence University 1980 — 1984
BS, Biology & Fine Art
Anna Ozols Graphic Design February 2011 - Present
LLA March 2008 - Present
MedSpa 2005 - April 2008
Harvard University Herbaria March 2006 - March 2007
COGdesign 2005 - 2007
Women and Infants Hospital 2003 - 2004
MFS Investment Management 1989 - 2002
Education
Landscape Institute of the Arnold Arboretum at Harvard University
Landscape history, design, & preservation
Boston University 1985 — 1987
MFA, Graphic Design
St. Lawrence University 1980 — 1984
BS, Biology & Fine Art
Robert Marren's MFS Investment Management Experience March 2010 - Present
Job Managing Director, Consultant Relations at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management March 2010 - Present
MFS Investment Management September 1995 - March 2010
SEI 1989 - 1993
Education
Northwestern University - Kellogg School of Management 1989 — 1991
Boston College - Carroll School of Management 1981 — 1985
B.S., Finance/Marketing
MFS Investment Management March 2010 - Present
MFS Investment Management September 1995 - March 2010
SEI 1989 - 1993
Education
Northwestern University - Kellogg School of Management 1989 — 1991
Boston College - Carroll School of Management 1981 — 1985
B.S., Finance/Marketing
David J. Crowley's MFS Investment Management Experience December 1993 - April 1997
Job Sr. Learning & Development Professional with Proven Leadership, Performance Consulting & Program Delivery Capabilities
Industry Financial Services
Experience
BNY Mellon May 2015 - Present
BNY Mellon July 2014 - April 2015
BNY Mellon January 2014 - July 2014
BNY Mellon May 2006 - December 2013
BNY Mellon January 2005 - April 2006
BNY Mellon February 2003 - December 2004
BNY Mellon May 2001 - February 2003
BNY Mellon September 1999 - May 2001
BNY Mellon August 1997 - September 1999
MFS Investment Management December 1993 - April 1997
Skills
Management, Financial Services, Human Resources, Training, Consulting, Program Management, Relationship Management, Talent Management, Organizational..., Onboarding, Mutual Funds, Project Management, Leadership, Employee Relations, Business Development, Personnel Management, Performance Management, Strategy, Databases, Performance Consulting, Coaching, Sports Coaching, Program Development, Program Delivery..., Professional..., Program Facilitation, Team Facilitation, Training Facilitation, Meeting Facilitation, Public Speaking, Presentation Skills, Investment Management, Collaborative Problem..., Strategic Planning, Business Strategy, Recruiting
Education
Boston University - School of Management 1996 — 2002
Master of Business Administration (M.B.A.)
University of Massachusetts at Amherst - Isenberg School of Management 1989 — 1993
Bachelor's Degree, Business Administration and Management, General, Dean's List fall 1992 & Spring 1993
Melrose High School 1986 — 1989
BNY Mellon May 2015 - Present
BNY Mellon July 2014 - April 2015
BNY Mellon January 2014 - July 2014
BNY Mellon May 2006 - December 2013
BNY Mellon January 2005 - April 2006
BNY Mellon February 2003 - December 2004
BNY Mellon May 2001 - February 2003
BNY Mellon September 1999 - May 2001
BNY Mellon August 1997 - September 1999
MFS Investment Management December 1993 - April 1997
Skills
Management, Financial Services, Human Resources, Training, Consulting, Program Management, Relationship Management, Talent Management, Organizational..., Onboarding, Mutual Funds, Project Management, Leadership, Employee Relations, Business Development, Personnel Management, Performance Management, Strategy, Databases, Performance Consulting, Coaching, Sports Coaching, Program Development, Program Delivery..., Professional..., Program Facilitation, Team Facilitation, Training Facilitation, Meeting Facilitation, Public Speaking, Presentation Skills, Investment Management, Collaborative Problem..., Strategic Planning, Business Strategy, Recruiting
Education
Boston University - School of Management 1996 — 2002
Master of Business Administration (M.B.A.)
University of Massachusetts at Amherst - Isenberg School of Management 1989 — 1993
Bachelor's Degree, Business Administration and Management, General, Dean's List fall 1992 & Spring 1993
Melrose High School 1986 — 1989
Paula Shanley's MFS Investment Management Experience 1999 - 2001
Job Broadcast Media Consultant
Industry Entertainment
Experience
TV One April 2004 - August 2011
MFS Investment Management 1999 - 2001
Education
Boston University 2000 — 2003
MS, Broadcast Management
Regant's College 1998 — 1999
Regis College 1995 — 1999
TV One April 2004 - August 2011
MFS Investment Management 1999 - 2001
Education
Boston University 2000 — 2003
MS, Broadcast Management
Regant's College 1998 — 1999
Regis College 1995 — 1999
Samantha Maier's MFS Investment Management Experience March 2014 - Present
Job AVP; Learning & Development Manager at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management March 2014 - Present
MFS Investment Management 1998 - March 2014
Skills
Leadership Development, Performance Management, Training, Coaching, Team Building, Career Development, Employee Training, Mutual Funds, Financial Services, Organizational..., Training Delivery, Leadership, Talent Management
Education
Boston University 2000 — 2002
EdM, Human Resource Education
Penn State University 1991 — 1995
B.A, Latin American Studies / Spanish
MFS Investment Management March 2014 - Present
MFS Investment Management 1998 - March 2014
Skills
Leadership Development, Performance Management, Training, Coaching, Team Building, Career Development, Employee Training, Mutual Funds, Financial Services, Organizational..., Training Delivery, Leadership, Talent Management
Education
Boston University 2000 — 2002
EdM, Human Resource Education
Penn State University 1991 — 1995
B.A, Latin American Studies / Spanish
Dennis Durant's MFS Investment Management Experience March 2015 - August 2015
Job Officer at State Street
Industry Financial Services
Experience
State Street August 2015 - Present
MFS Investment Management March 2015 - August 2015
MFS Investment Management December 2012 - February 2015
MFS Investment Management August 2008 - December 2012
State Street February 2008 - August 2008
Skills
Mutual Funds, Tax, Corporate Tax, Microsoft Excel, Tax Research, Microsoft PowerPoint, Microsoft Office, CCH Intelliconnect, ATX Tax Software, Tax Preparation, Income Tax
Education
Suffolk University - Sawyer School of Management 2009 — 2011
Masters, Taxation
Boston University Questrom School of Business 2005 — 2008
BSBA, Entrepreneurship, Finance, Marketing
Iona College 2004 — 2005
Business
Boston Latin School 1998 — 2004
High School
State Street August 2015 - Present
MFS Investment Management March 2015 - August 2015
MFS Investment Management December 2012 - February 2015
MFS Investment Management August 2008 - December 2012
State Street February 2008 - August 2008
Skills
Mutual Funds, Tax, Corporate Tax, Microsoft Excel, Tax Research, Microsoft PowerPoint, Microsoft Office, CCH Intelliconnect, ATX Tax Software, Tax Preparation, Income Tax
Education
Suffolk University - Sawyer School of Management 2009 — 2011
Masters, Taxation
Boston University Questrom School of Business 2005 — 2008
BSBA, Entrepreneurship, Finance, Marketing
Iona College 2004 — 2005
Business
Boston Latin School 1998 — 2004
High School
Waldemar (Val) Sender, ChFC®, CLU®, CFS®'s MFS Investment Management Experience September 1996 - October 2007
Job Knighthead Annuity & Life Assurance Company, VP Business Development
Industry Financial Services
Experience
Knighthead Annuity & Life Assurance Company 2015 - Present
Sun Life Financial June 2013 - July 2015
Sun Life Financial October 2007 - July 2013
MFS Investment Management September 1996 - October 2007
Education
The American College
ChFC®, CLU®
University of Massachusetts Boston 2005 — 2008
MBA, Marketing and International Management
Boston University 1999 — 2001
College of Financial Planning
University of Massachusetts Dartmouth
BS, Marketing
Knighthead Annuity & Life Assurance Company 2015 - Present
Sun Life Financial June 2013 - July 2015
Sun Life Financial October 2007 - July 2013
MFS Investment Management September 1996 - October 2007
Education
The American College
ChFC®, CLU®
University of Massachusetts Boston 2005 — 2008
MBA, Marketing and International Management
Boston University 1999 — 2001
College of Financial Planning
University of Massachusetts Dartmouth
BS, Marketing
Robert Mazzoni's MFS Investment Management Experience August 2008 - August 2014
Job Financial Services Professional
Industry Financial Services
Experience
Boston Municipal Research Bureau May 2015 - August 2015
MFS Investment Management August 2008 - August 2014
Skills
Investments, Financial Analysis, Microsoft Excel, Data Analysis, Analysis, Access, Economics, PowerPoint, Business Analysis, Microsoft Office, Outlook, Project Management, Bloomberg
Education
Suffolk University 2014 — 2015
Master of Science (MS), Economics
Boston University 2004 — 2008
BSBA, Operations Management and Organizational Behavior
Boston Municipal Research Bureau May 2015 - August 2015
MFS Investment Management August 2008 - August 2014
Skills
Investments, Financial Analysis, Microsoft Excel, Data Analysis, Analysis, Access, Economics, PowerPoint, Business Analysis, Microsoft Office, Outlook, Project Management, Bloomberg
Education
Suffolk University 2014 — 2015
Master of Science (MS), Economics
Boston University 2004 — 2008
BSBA, Operations Management and Organizational Behavior
Brett Mirliani, CFA, CFP's MFS Investment Management Experience May 2004 - April 2012
Job CoFounder & Director of Client Relations at Granite Harbor Asset Management, LLC
Industry Investment Management
Experience
Pinnacle Equity Solutions, Inc. September 2013 - March 2014
Global Symmetrics Group (Start-up) April 2012 - March 2014
MFS Investment Management May 2004 - April 2012
Manning & Napier Advisors December 2001 - May 2004
TD Waterhouse March 1994 - December 2001
Education
Saint Lawrence University 1989 — 1993
BA in Economics
Deerfield Academy 1988 — 1989
Boston Latin School 1982 — 1988
Pinnacle Equity Solutions, Inc. September 2013 - March 2014
Global Symmetrics Group (Start-up) April 2012 - March 2014
MFS Investment Management May 2004 - April 2012
Manning & Napier Advisors December 2001 - May 2004
TD Waterhouse March 1994 - December 2001
Education
Saint Lawrence University 1989 — 1993
BA in Economics
Deerfield Academy 1988 — 1989
Boston Latin School 1982 — 1988
Nevin Chitkara's MFS Investment Management Experience May 2006 - Present
Job Portfolio Manager at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management May 2006 - Present
MFS Investment Management July 1997 - April 2006
Education
Massachusetts Institute of Technology - Sloan School of Management 1995 — 1997
MBA, Finance
Boston University 1986 — 1990
Boston University Questrom School of Business 1986 — 1990
MFS Investment Management May 2006 - Present
MFS Investment Management July 1997 - April 2006
Education
Massachusetts Institute of Technology - Sloan School of Management 1995 — 1997
MBA, Finance
Boston University 1986 — 1990
Boston University Questrom School of Business 1986 — 1990
John Economides's MFS Investment Management Experience 2000 - 2008
Job Manager of Financial Reporting Systems at The MENTOR Network
Industry Hospital & Health Care
Experience
The MENTOR Network January 2010 - Present
MFS Investment Management 2000 - 2008
MFS Investment Management 1996 - 2000
MFS Investment Management 1989 - 1996
Homeowners Federal Savings & Loan 1986 - 1989
Cabot Corporation 1984 - 1986
Cabot Corporation 1982 - 1984
Cabot Corporation 1980 - 1982
Xerox/Ginn & Company 1978 - 1980
Xerox 1977 - 1978
Skills
Certified Web Developer, Essbase, Hyperion, Business Intelligence, Financial Systems, Hyperion Enterprise, PeopleSoft, Hyperion Planning, Oracle, Access, Financial Analysis, Analysis, Crystal Reports, Software Documentation, Visio, Business Analysis, Oracle Applications, Budgets, Financial Reporting, SQL, Accounting, Process Improvement, Sarbanes-Oxley Act, Budgeting
Education
Boston University
MS, Computer Science
Boston University
MBA, Finance
University of Massachusetts Boston
BA, Biology
The MENTOR Network January 2010 - Present
MFS Investment Management 2000 - 2008
MFS Investment Management 1996 - 2000
MFS Investment Management 1989 - 1996
Homeowners Federal Savings & Loan 1986 - 1989
Cabot Corporation 1984 - 1986
Cabot Corporation 1982 - 1984
Cabot Corporation 1980 - 1982
Xerox/Ginn & Company 1978 - 1980
Xerox 1977 - 1978
Skills
Certified Web Developer, Essbase, Hyperion, Business Intelligence, Financial Systems, Hyperion Enterprise, PeopleSoft, Hyperion Planning, Oracle, Access, Financial Analysis, Analysis, Crystal Reports, Software Documentation, Visio, Business Analysis, Oracle Applications, Budgets, Financial Reporting, SQL, Accounting, Process Improvement, Sarbanes-Oxley Act, Budgeting
Education
Boston University
MS, Computer Science
Boston University
MBA, Finance
University of Massachusetts Boston
BA, Biology
Lakeija Hall's MFS Investment Management Experience 2012 - 2012
Job Senior Coordinator at Gartner
Industry Motion Pictures and Film
Experience
Gartner October 2014 - Present
SAG-AFTRA January 2013 - October 2013
MFS Investment Management 2012 - 2012
Novartis 2002 - 2010
Novartis Institutes for BioMedical Research, Inc 2002 - 2010
Skills
SAG, AFTRA, Television, Film, Radio, Contract Management, Budgets, Data Analysis, Contract Negotiation, Project Management, Customer Service, Cross-functional Team..., Microsoft Office, Pharmaceutical Industry, Strategic Planning, Forecasting, Project Planning, Biotechnology, Process Improvement, Procurement, GMP, Operations Management, Analysis, Business Planning, Change Management, Research, Team Leadership
Education
Boston University 1996 — 2000
BA, Political Science
Gartner October 2014 - Present
SAG-AFTRA January 2013 - October 2013
MFS Investment Management 2012 - 2012
Novartis 2002 - 2010
Novartis Institutes for BioMedical Research, Inc 2002 - 2010
Skills
SAG, AFTRA, Television, Film, Radio, Contract Management, Budgets, Data Analysis, Contract Negotiation, Project Management, Customer Service, Cross-functional Team..., Microsoft Office, Pharmaceutical Industry, Strategic Planning, Forecasting, Project Planning, Biotechnology, Process Improvement, Procurement, GMP, Operations Management, Analysis, Business Planning, Change Management, Research, Team Leadership
Education
Boston University 1996 — 2000
BA, Political Science
Kenneth Holston's MFS Investment Management Experience September 2008 - June 2015
Job Of Counsel in Investment Management Practice at K&L Gates
Industry Financial Services
Experience
K&L Gates July 2015 - Present
MFS Investment Management September 2008 - June 2015
Ropes & Gray LLP May 2005 - August 2008
Foley Hoag LLP September 2003 - April 2005
Amherst College August 1998 - May 1999
Skills
Derivatives, Investment Management, Structured Products, Investments, Securities, Asset Management, Securities Regulation, Corporate Law, Due Diligence, Corporate Governance, Financial Services, Hedge Funds, Private Equity, Alternative Investments, Mutual Funds, Equities, Fixed Income
Education
Boston College Law School 2000 — 2003
JD
University of Pennsylvania 1988 — 1996
Ph.D., German History
The University of Chicago 1985 — 1987
AB, History
K&L Gates July 2015 - Present
MFS Investment Management September 2008 - June 2015
Ropes & Gray LLP May 2005 - August 2008
Foley Hoag LLP September 2003 - April 2005
Amherst College August 1998 - May 1999
Skills
Derivatives, Investment Management, Structured Products, Investments, Securities, Asset Management, Securities Regulation, Corporate Law, Due Diligence, Corporate Governance, Financial Services, Hedge Funds, Private Equity, Alternative Investments, Mutual Funds, Equities, Fixed Income
Education
Boston College Law School 2000 — 2003
JD
University of Pennsylvania 1988 — 1996
Ph.D., German History
The University of Chicago 1985 — 1987
AB, History
Tony Wood, CFA's MFS Investment Management Experience June 2004 - November 2008
Job Fixed Income Professional
Industry Investment Management
Experience
MFS Investment Management June 2004 - November 2008
John Hancock Financial Services October 1997 - June 2004
F.W. Dodge/McGraw-Hill August 1991 - October 1997
Education
Boston University 1986 — 1990
MA, Geography
University of Portsmouth 1982 — 1985
BA, Economics and Geography
MFS Investment Management June 2004 - November 2008
John Hancock Financial Services October 1997 - June 2004
F.W. Dodge/McGraw-Hill August 1991 - October 1997
Education
Boston University 1986 — 1990
MA, Geography
University of Portsmouth 1982 — 1985
BA, Economics and Geography
John Marsters's MFS Investment Management Experience 2000 - 2008
Job Report developer and administrator
Industry Information Technology and Services
Experience
MFS Investment Management 2000 - 2008
John Hancock Funds 1995 - 2000
EDS Corp./Blue Cross Blue Shield of Massachusetts 1989 - 1994
Skills
Crystal Reports
Education
Boston University 1994 — 1994
Certificate Program, Windows Application Development
Cambridge Institute For Computer Programming 1984 — 1985
Certificate Program, Computer Programming
MFS Investment Management 2000 - 2008
John Hancock Funds 1995 - 2000
EDS Corp./Blue Cross Blue Shield of Massachusetts 1989 - 1994
Skills
Crystal Reports
Education
Boston University 1994 — 1994
Certificate Program, Windows Application Development
Cambridge Institute For Computer Programming 1984 — 1985
Certificate Program, Computer Programming
Geoffrey Kurinsky's MFS Investment Management Experience February 1987 - November 2001
Job Investment Manager at Genesis Wealth Adviors
Industry Financial Services
Experience
Genesis Wealth Advisors September 2014 - Present
Sage Capital Management LLC 2009 - June 2014
Chapel Street Partners May 2005 - November 2008
MFS Investment Management February 1987 - November 2001
Skills
Alternative Investments, Fixed Income, Portfolio Management, Bonds, Trading, Hedge Funds
Education
Boston University 1978 — 1984
MBA, MANAGEMENT
University of Massachusetts, Amherst 1971 — 1975
BBA, ACCOUNTING
Genesis Wealth Advisors September 2014 - Present
Sage Capital Management LLC 2009 - June 2014
Chapel Street Partners May 2005 - November 2008
MFS Investment Management February 1987 - November 2001
Skills
Alternative Investments, Fixed Income, Portfolio Management, Bonds, Trading, Hedge Funds
Education
Boston University 1978 — 1984
MBA, MANAGEMENT
University of Massachusetts, Amherst 1971 — 1975
BBA, ACCOUNTING
Meg Neron's MFS Investment Management Experience October 1996 - October 2007
Job Market Data Sourcing Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2011 - Present
Fidelity Investments April 2010 - May 2011
Fidelity Investments January 2009 - May 2010
Wellington Management November 2007 - December 2008
MFS Investment Management October 1996 - October 2007
Skills
Fixed Income, Vendor Management, Asset Managment, Market Data, Risk Management, Business Analysis, Equities, Bloomberg, Financial Services, Financial Markets, Derivatives, Relationship Management, Mutual Funds, Back Office
Education
Boston University
Education
Salve Regina University
Fidelity Investments April 2011 - Present
Fidelity Investments April 2010 - May 2011
Fidelity Investments January 2009 - May 2010
Wellington Management November 2007 - December 2008
MFS Investment Management October 1996 - October 2007
Skills
Fixed Income, Vendor Management, Asset Managment, Market Data, Risk Management, Business Analysis, Equities, Bloomberg, Financial Services, Financial Markets, Derivatives, Relationship Management, Mutual Funds, Back Office
Education
Boston University
Education
Salve Regina University
Seidu M. Sumani CPA, CFA's MFS Investment Management Experience July 2015 - Present
Job Head of Internal Audit at MFS Investment Management and PartTime Lecturer at Boston University
Industry Investment Management
Experience
MFS Investment Management July 2015 - Present
Boston University January 1992 - Present
Putnam Investments August 2007 - June 2015
Putnam Investments August 2007 - March 2011
Deloitte & Touche LLP June 2004 - August 2007
Deloitte & Touche LLP January 2004 - August 2007
Deloitte September 1996 - August 2007
Fidelity Investments 2005 - 2007
Deloitte Consulting September 2003 - January 2004
Deloitte & Touche September 2001 - September 2003
Skills
Internal Controls, Internal Audit, Auditing, Financial Services, Mutual Funds, Sarbanes-Oxley, Financial Reporting, Financial Modeling, Financial Analysis, IFRS, Sarbanes-Oxley Act, Accounting, Process Improvement, Strategy, General Ledger, Risk Assessment, Management, Leadership, Portfolio Management, Risk Management, Corporate Finance, Enterprise Risk..., Due Diligence, Finance, Business Process..., Mergers & Acquisitions, Financial Accounting, Managerial Finance, Financial Risk, Management Consulting, Strategic Financial..., Valuation
Education
The Partnership Inc. 2010 — 2011
Next Generation Executive (NGE) Program, Executive Development Program
Deloitte & Touche LLP 2005 — 2006
Breakthrough Leadership Program (BLP) and BLP Think Tank, Leadership Development Program
The Partnership Inc. 2005 — 2005
Boston Fellows Program, Leadership Development Program
Boston University 1992 — 1993
MSA, Administration/Organizational Policy
Boston University 1991 — 1991
MSBA, Business Administration
University of Ghana 1987 — 1990
BSc. Admin, Administration/Accounting Option
Wa Secondary School 1979 — 1986
GCE, Business
MFS Investment Management July 2015 - Present
Boston University January 1992 - Present
Putnam Investments August 2007 - June 2015
Putnam Investments August 2007 - March 2011
Deloitte & Touche LLP June 2004 - August 2007
Deloitte & Touche LLP January 2004 - August 2007
Deloitte September 1996 - August 2007
Fidelity Investments 2005 - 2007
Deloitte Consulting September 2003 - January 2004
Deloitte & Touche September 2001 - September 2003
Skills
Internal Controls, Internal Audit, Auditing, Financial Services, Mutual Funds, Sarbanes-Oxley, Financial Reporting, Financial Modeling, Financial Analysis, IFRS, Sarbanes-Oxley Act, Accounting, Process Improvement, Strategy, General Ledger, Risk Assessment, Management, Leadership, Portfolio Management, Risk Management, Corporate Finance, Enterprise Risk..., Due Diligence, Finance, Business Process..., Mergers & Acquisitions, Financial Accounting, Managerial Finance, Financial Risk, Management Consulting, Strategic Financial..., Valuation
Education
The Partnership Inc. 2010 — 2011
Next Generation Executive (NGE) Program, Executive Development Program
Deloitte & Touche LLP 2005 — 2006
Breakthrough Leadership Program (BLP) and BLP Think Tank, Leadership Development Program
The Partnership Inc. 2005 — 2005
Boston Fellows Program, Leadership Development Program
Boston University 1992 — 1993
MSA, Administration/Organizational Policy
Boston University 1991 — 1991
MSBA, Business Administration
University of Ghana 1987 — 1990
BSc. Admin, Administration/Accounting Option
Wa Secondary School 1979 — 1986
GCE, Business
Lawrence Philip's MFS Investment Management Experience June 2007 - Present
Job Quant Research at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management June 2007 - Present
Skills
Asset Management, Fixed Income, Investments, Valuation, Microsoft Excel, Portfolio Management, Hedge Funds, Project Management, Securities, Strategic Planning
Education
Bedford High School
Boston University
Master of Arts (M.A.), Economics
Waseda University 1989 — 1990
International/Global Studies
MFS Investment Management June 2007 - Present
Skills
Asset Management, Fixed Income, Investments, Valuation, Microsoft Excel, Portfolio Management, Hedge Funds, Project Management, Securities, Strategic Planning
Education
Bedford High School
Boston University
Master of Arts (M.A.), Economics
Waseda University 1989 — 1990
International/Global Studies
Katherine Tully's MFS Investment Management Experience January 2007 - June 2007
Job Assistant at Alydar Capital
Industry Financial Services
Experience
Alydar Capital November 2008 - Present
TRI Asset Management August 2007 - July 2008
MFS Investment Management January 2007 - June 2007
Skills
Microsoft Excel, Social Media, Microsoft Office, Microsoft Word, Outlook, Customer Service, Bloomberg
Education
Boston University - School of Management 2011 — 2014
Master of Business Administration (MBA), Finance
Boston University 2002 — 2006
Bachelor of Arts (BA), Art History
Alydar Capital November 2008 - Present
TRI Asset Management August 2007 - July 2008
MFS Investment Management January 2007 - June 2007
Skills
Microsoft Excel, Social Media, Microsoft Office, Microsoft Word, Outlook, Customer Service, Bloomberg
Education
Boston University - School of Management 2011 — 2014
Master of Business Administration (MBA), Finance
Boston University 2002 — 2006
Bachelor of Arts (BA), Art History
Chung D. Lee's MFS Investment Management Experience May 1998 - June 2001
Job Sr. Application System Analyst at Epicor Software
Industry Information Technology and Services
Experience
Epicor Software Corp March 2012 - Present
Irvine Company July 2007 - March 2012
WebVisible July 2006 - July 2007
Fidelity Investments June 2001 - July 2006
MFS Investment Management May 1998 - June 2001
John Hancock Mutual Life Company May 1997 - May 1998
Skills
.NET, C#, ASP.NET, T-SQL, JavaScript, VBScript, Visual Basic, Crystal Reports, SSIS, SSRS, SQL Server, Microsoft SQL Server, WCF Services, Web Services, SOAP, XML, SDLC
Education
Boston University 1999 — 2000
Web Application Development Certificate, Computer Science
Clark University, Computer Career Institute 1996 — 1997
Computer, Client/Server Technology
Bentley College 1993 — 1997
Certificate of Accountancy, Accounting
University of Alberta 1982 — 1986
B.S, Psychology
Epicor Software Corp March 2012 - Present
Irvine Company July 2007 - March 2012
WebVisible July 2006 - July 2007
Fidelity Investments June 2001 - July 2006
MFS Investment Management May 1998 - June 2001
John Hancock Mutual Life Company May 1997 - May 1998
Skills
.NET, C#, ASP.NET, T-SQL, JavaScript, VBScript, Visual Basic, Crystal Reports, SSIS, SSRS, SQL Server, Microsoft SQL Server, WCF Services, Web Services, SOAP, XML, SDLC
Education
Boston University 1999 — 2000
Web Application Development Certificate, Computer Science
Clark University, Computer Career Institute 1996 — 1997
Computer, Client/Server Technology
Bentley College 1993 — 1997
Certificate of Accountancy, Accounting
University of Alberta 1982 — 1986
B.S, Psychology
Gregory Fuccillo's MFS Investment Management Experience 2000 - 2007
Job Harvard Graduate School of Education
Industry Higher Education
Experience
Harvard Graduate School of Education 2014 - Present
Eaton Vance 2007 - 2013
MFS Investment Management 2000 - 2007
TeraHealth 1997 - 2000
Skills
Business Analysis, SDLC, Vendor Management, Project Management, Mutual Funds, Business Intelligence, SQL, Requirements Analysis, Integration, Leadership, Visio, C# 4.0, Requirements Gathering, ETL, Agile Methodologies, Fixed Income, IT Strategy, Enterprise Architecture, SharePoint, Architecture, Data Modeling, Software Project..., Microsoft SQL Server, Databases, Systems Analysis, Equities, Oracle, Database Design, Process Improvement, Enterprise Software, IT Management, Drupal, Unix, Canvas LMS, PHP, Java, jQuery, JSON
Education
University of San Diego School of Law 1983 — 1986
J.D., Law
Boston University 1979 — 1983
B.A. magna cum laude, Economics and French Language/Literature
Harvard Graduate School of Education 2014 - Present
Eaton Vance 2007 - 2013
MFS Investment Management 2000 - 2007
TeraHealth 1997 - 2000
Skills
Business Analysis, SDLC, Vendor Management, Project Management, Mutual Funds, Business Intelligence, SQL, Requirements Analysis, Integration, Leadership, Visio, C# 4.0, Requirements Gathering, ETL, Agile Methodologies, Fixed Income, IT Strategy, Enterprise Architecture, SharePoint, Architecture, Data Modeling, Software Project..., Microsoft SQL Server, Databases, Systems Analysis, Equities, Oracle, Database Design, Process Improvement, Enterprise Software, IT Management, Drupal, Unix, Canvas LMS, PHP, Java, jQuery, JSON
Education
University of San Diego School of Law 1983 — 1986
J.D., Law
Boston University 1979 — 1983
B.A. magna cum laude, Economics and French Language/Literature
James Sellar's MFS Investment Management Experience 2001 - 2007
Job Training Consultant at MassMutual Financial Group
Industry Professional Training & Coaching
Experience
MassMutual Financial Group January 2013 - Present
The Hartford 2007 - 2012
MFS Investment Management 2001 - 2007
Skills
Instructor-led Training, Needs Analysis, Instructional Design, Training Delivery, Training, Onboarding, Employee Training, E-Learning, Organizational..., Business Analysis, Customer Service, Performance Management, Financial Services, Program Management, Process Improvement, Leadership
Education
Boston University 1995 — 1999
BA, Psycology
MassMutual Financial Group January 2013 - Present
The Hartford 2007 - 2012
MFS Investment Management 2001 - 2007
Skills
Instructor-led Training, Needs Analysis, Instructional Design, Training Delivery, Training, Onboarding, Employee Training, E-Learning, Organizational..., Business Analysis, Customer Service, Performance Management, Financial Services, Program Management, Process Improvement, Leadership
Education
Boston University 1995 — 1999
BA, Psycology
Heidi Lewis Ivey's MFS Investment Management Experience October 2002 - September 2004
Job Technical Project Manager at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo November 2013 - Present
PureSpring Global Commission January 2014 - Present
PureSpring Institute 2012 - January 2014
State Street December 2012 - November 2013
Boston Technologies Inc November 2011 - 2012
Ameriprise Financial Services, Inc. April 2011 - November 2011
Bank of New York Mellon October 2005 - February 2011
Keane 2004 - 2005
MFS Investment Management October 2002 - September 2004
Skills
Cross-functional Team..., Business Development, Product Management, Leadership, Strategic Planning, Risk Management, Customer Service, Product Development, Management, Outsourcing, Performance Management
Education
Boston University 2008 — 2011
Bachelor of Science, Business Administration and Management
Wells Fargo November 2013 - Present
PureSpring Global Commission January 2014 - Present
PureSpring Institute 2012 - January 2014
State Street December 2012 - November 2013
Boston Technologies Inc November 2011 - 2012
Ameriprise Financial Services, Inc. April 2011 - November 2011
Bank of New York Mellon October 2005 - February 2011
Keane 2004 - 2005
MFS Investment Management October 2002 - September 2004
Skills
Cross-functional Team..., Business Development, Product Management, Leadership, Strategic Planning, Risk Management, Customer Service, Product Development, Management, Outsourcing, Performance Management
Education
Boston University 2008 — 2011
Bachelor of Science, Business Administration and Management
Lauren Haas's MFS Investment Management Experience January 2007 - July 2007
Job Internal Wholesaler at Eaton Vance, MBA
Industry Financial Services
Experience
Eaton Vance April 2011 - Present
Eaton Vance February 2010 - April 2011
State Street February 2008 - July 2008
MFS Investment Management January 2007 - July 2007
Skills
Mutual Funds, Series 7, Separately Managed..., Investments, Asset Allocation, PowerPoint, Morningstar, Microsoft Excel, Fixed Income, Series 66
Education
Boston University Graduate School of Management 2012 — 2015
Master of Business Administration (MBA)
Northeastern University 2004 — 2009
Bachelor of Science in International Business, Marketing
Eaton Vance April 2011 - Present
Eaton Vance February 2010 - April 2011
State Street February 2008 - July 2008
MFS Investment Management January 2007 - July 2007
Skills
Mutual Funds, Series 7, Separately Managed..., Investments, Asset Allocation, PowerPoint, Morningstar, Microsoft Excel, Fixed Income, Series 66
Education
Boston University Graduate School of Management 2012 — 2015
Master of Business Administration (MBA)
Northeastern University 2004 — 2009
Bachelor of Science in International Business, Marketing
Ben Goldberg's MFS Investment Management Experience February 2011 - August 2014
Job Analytics Client Coverage at MSCI
Industry Financial Services
Experience
MSCI Inc. September 2014 - Present
MFS Investment Management February 2011 - August 2014
MFS Investment Management May 2009 - February 2011
Skills
Mutual Funds, Series 7, Alternative Investments, Separately Managed..., Equities, Fixed Income, Business Development, Client Aquisition, Investment Strategies, International Business, Morningstar, Relationship Management, Investments, Asset Allocation
Education
Boston University Questrom School of Business 2010 — 2013
Master of Business Administration (M.B.A.), International Business
Boston University 2005 — 2009
BS in Business Administration, Finance
2016 Level II Candidate in the CFA Program
MSCI Inc. September 2014 - Present
MFS Investment Management February 2011 - August 2014
MFS Investment Management May 2009 - February 2011
Skills
Mutual Funds, Series 7, Alternative Investments, Separately Managed..., Equities, Fixed Income, Business Development, Client Aquisition, Investment Strategies, International Business, Morningstar, Relationship Management, Investments, Asset Allocation
Education
Boston University Questrom School of Business 2010 — 2013
Master of Business Administration (M.B.A.), International Business
Boston University 2005 — 2009
BS in Business Administration, Finance
2016 Level II Candidate in the CFA Program
Lisa Benoit's MFS Investment Management Experience 1989 - 1996
Job Professional Support Engineer at Intellichief, LLC
Industry Information Technology and Services
Experience
Intellichief LLC March 2011 - Present
Foxborough Universalist Church 2002 - 2012
State Street Corporation June 1997 - December 2000
Wellington Management 1996 - 1997
MFS Investment Management 1989 - 1996
Education
Boston University 1982 — 1986
BS, Biomedical Engineering
Intellichief LLC March 2011 - Present
Foxborough Universalist Church 2002 - 2012
State Street Corporation June 1997 - December 2000
Wellington Management 1996 - 1997
MFS Investment Management 1989 - 1996
Education
Boston University 1982 — 1986
BS, Biomedical Engineering
william harkins's MFS Investment Management Experience March 2004 - November 2007
Job Financial Services Professional
Industry Financial Services
Experience
Natixis Global Associates November 2007 - Present
MFS Investment Management March 2004 - November 2007
MFS Investment Management March 2000 - March 2004
MFS Investment Management March 1998 - March 2000
First Data Corporation December 1996 - March 1998
Scudder September 1995 - December 1996
Chase Global Fund Services August 1994 - September 1995
Chase Global Fund Services April 1990 - February 1992
Putnam Investments June 1989 - April 1990
Education
Boston University
Masters of Science, Finance
University of Massachusetts
Amherst Bachelor of Science, Business Administration, Finance
Natixis Global Associates November 2007 - Present
MFS Investment Management March 2004 - November 2007
MFS Investment Management March 2000 - March 2004
MFS Investment Management March 1998 - March 2000
First Data Corporation December 1996 - March 1998
Scudder September 1995 - December 1996
Chase Global Fund Services August 1994 - September 1995
Chase Global Fund Services April 1990 - February 1992
Putnam Investments June 1989 - April 1990
Education
Boston University
Masters of Science, Finance
University of Massachusetts
Amherst Bachelor of Science, Business Administration, Finance
Raymond Fuller's MFS Investment Management Experience February 2015 - Present
Job Vice President and Senior Counsel at MFS Investment Management
Industry Law Practice
Experience
MFS Investment Management February 2015 - Present
State Street Bank and Trust Company July 2008 - February 2015
WilmerHale November 2005 - June 2008
Palmer & Dodge LLP (now Edwards Wildman Palmer LLP) August 2004 - October 2005
Weil Gotshal and Manges LLP September 2002 - July 2004
Hutchins, Wheeler & Dittmar, P.C. September 2000 - August 2002
Skills
Securities Regulation, Private Equity, Mergers & Acquisitions, Corporate Governance, Due Diligence, Corporate Law, Securities, Capital Markets, Derivatives, isda, Banking Law
Education
Boston College Law School 1997 — 2000
JD, Law, cum laude
Richard Stockton College of New Jersey 1993 — 1997
BA, Accounting, summa cum laude
MFS Investment Management February 2015 - Present
State Street Bank and Trust Company July 2008 - February 2015
WilmerHale November 2005 - June 2008
Palmer & Dodge LLP (now Edwards Wildman Palmer LLP) August 2004 - October 2005
Weil Gotshal and Manges LLP September 2002 - July 2004
Hutchins, Wheeler & Dittmar, P.C. September 2000 - August 2002
Skills
Securities Regulation, Private Equity, Mergers & Acquisitions, Corporate Governance, Due Diligence, Corporate Law, Securities, Capital Markets, Derivatives, isda, Banking Law
Education
Boston College Law School 1997 — 2000
JD, Law, cum laude
Richard Stockton College of New Jersey 1993 — 1997
BA, Accounting, summa cum laude
Tony Clarizio's MFS Investment Management Experience 1994 - 1997
Job Senior Product Manager at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments 2001 - September 2015
Pioneer Investments 1997 - 2001
MFS Investment Management 1994 - 1997
MFS Investment Management 1992 - 1994
Skills
Mutual Funds, Asset Management, Financial Services, Alternative Investments, Asset Allocation, Investments, Series 7, Equities, Fixed Income, Portfolio Management, Strategic Planning and..., Business, Market, and..., Client Satisfaction and..., Client Relationship..., Competitive Market..., Collaboration and..., Business Intelligence, Project Management, Strategic Alliance...
Education
Boston University
Bachelor’s Degree, College of Liberal Arts
Pioneer Investments 2001 - September 2015
Pioneer Investments 1997 - 2001
MFS Investment Management 1994 - 1997
MFS Investment Management 1992 - 1994
Skills
Mutual Funds, Asset Management, Financial Services, Alternative Investments, Asset Allocation, Investments, Series 7, Equities, Fixed Income, Portfolio Management, Strategic Planning and..., Business, Market, and..., Client Satisfaction and..., Client Relationship..., Competitive Market..., Collaboration and..., Business Intelligence, Project Management, Strategic Alliance...
Education
Boston University
Bachelor’s Degree, College of Liberal Arts
Mary Murrane's MFS Investment Management Experience 1988 - 1996
Job Assistant United States Attorney at U.S. Department of Justice
Industry
Experience
U.S. Department of Justice 2008 - Present
Bingham McCutchen 1999 - 2008
MFS Investment Management 1988 - 1996
Education
Boston College Law School 1996 — 1999
J.D.
University of Iowa 1984 — 1988
B.A., Journalism
U.S. Department of Justice 2008 - Present
Bingham McCutchen 1999 - 2008
MFS Investment Management 1988 - 1996
Education
Boston College Law School 1996 — 1999
J.D.
University of Iowa 1984 — 1988
B.A., Journalism
Joanna Tieu's MFS Investment Management Experience June 2005 - January 2006
Job Compensation Analyst at Massachusetts Institute of Technology (MIT)
Industry Hospital & Health Care
Experience
Massachusetts Institute of Technology (MIT) July 2014 - Present
Fresenius Medical Care January 2011 - July 2014
Babson Capital Management 2008 - 2010
EMC 2006 - 2008
MFS Investment Management June 2005 - January 2006
Skills
Deferred Compensation, Human Resources, Management, Employee Benefits, HRIS, Performance Management, Employee Relations, Onboarding, Process Improvement
Education
Northeastern University 2010 — 2017
Master of Business Administration (M.B.A.)
University of Massachusetts, Amherst 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance
Boston Latin School 1996 — 2002
High School
Massachusetts Institute of Technology (MIT) July 2014 - Present
Fresenius Medical Care January 2011 - July 2014
Babson Capital Management 2008 - 2010
EMC 2006 - 2008
MFS Investment Management June 2005 - January 2006
Skills
Deferred Compensation, Human Resources, Management, Employee Benefits, HRIS, Performance Management, Employee Relations, Onboarding, Process Improvement
Education
Northeastern University 2010 — 2017
Master of Business Administration (M.B.A.)
University of Massachusetts, Amherst 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance
Boston Latin School 1996 — 2002
High School
Isaac Wheeler's MFS Investment Management Experience June 2015 - Present
Job Portfolio Risk BSA Associate at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management June 2015 - Present
MFS Investment Management July 2014 - May 2015
Boston University Academy March 2013 - May 2015
MFS Investment Management August 2013 - May 2014
Educatius International June 2013 - August 2013
Skills
Data Analysis, Teamwork, Research, Leadership, Financial Analysis
Education
Boston University 2011 — 2015
Bachelor of Arts (B.A.), Economics
MFS Investment Management June 2015 - Present
MFS Investment Management July 2014 - May 2015
Boston University Academy March 2013 - May 2015
MFS Investment Management August 2013 - May 2014
Educatius International June 2013 - August 2013
Skills
Data Analysis, Teamwork, Research, Leadership, Financial Analysis
Education
Boston University 2011 — 2015
Bachelor of Arts (B.A.), Economics
John Merriam's MFS Investment Management Experience April 1996 - February 2000
Job
Industry
Experience
MEDITECH November 2006 - Present
Spaulding Rehabilitation Hospital June 2006 - September 2006
MedVentive February 2000 - May 2005
MFS Investment Management April 1996 - February 2000
Skills
SQL, Databases, Software Documentation
Education
Boston University 1998 — 1999
Certificate, Client/Server Development
Massachusetts College of Liberal Arts 1988 — 1991
Bachelor’s Degree, English/Communications
MEDITECH November 2006 - Present
Spaulding Rehabilitation Hospital June 2006 - September 2006
MedVentive February 2000 - May 2005
MFS Investment Management April 1996 - February 2000
Skills
SQL, Databases, Software Documentation
Education
Boston University 1998 — 1999
Certificate, Client/Server Development
Massachusetts College of Liberal Arts 1988 — 1991
Bachelor’s Degree, English/Communications
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group