MFS Investment Management
Industry: Investment management company
DescriptionMFS Investment Management is an American-based global investment manager, formerly known as Massachusetts Financial Services. Founded in 1924, MFS is one of the oldest asset management companies in the world and has been credited with pioneering the mutual fund. Assets under management: 448.7 billion USD (April 30, 2017) CEO: Robert J Manning (2004–) Headquarters: Boston, Massachusetts, United States Parent organization: Sun Life Financial
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MFS Investment Management Employees
Employee
Years
Job
Industry
Todd Fulop Todd Fulop's MFS Investment Management Experience 2001 - 2004
Job Management Consultant at Booz Allen Hamilton, Strategy & Organization Team
Industry Management Consulting
Experience
Booz Allen Hamilton September 2004 - Present
MFS Investment Management 2001 - 2004
Skills
Organizational Design, Management Consulting, Business Transformation, Business Process..., DoD, Knowledge Management, IT Strategy, Organizational..., Requirements Management, PMO, Change Management, Program Management, Business Process..., Strategy, Business Process, Business Process Design, Six Sigma, Process Improvement, PMP, Strategic Planning, Project Management
Education
University of Virginia - Darden Graduate School of Business Administration 2009 — 2011
MBA
Bowling Green State University 1997 — 2001
BA, Economics
Harvard University
Denison University
Booz Allen Hamilton September 2004 - Present
MFS Investment Management 2001 - 2004
Skills
Organizational Design, Management Consulting, Business Transformation, Business Process..., DoD, Knowledge Management, IT Strategy, Organizational..., Requirements Management, PMO, Change Management, Program Management, Business Process..., Strategy, Business Process, Business Process Design, Six Sigma, Process Improvement, PMP, Strategic Planning, Project Management
Education
University of Virginia - Darden Graduate School of Business Administration 2009 — 2011
MBA
Bowling Green State University 1997 — 2001
BA, Economics
Harvard University
Denison University
Carol Shapleigh PMP Carol Shapleigh PMP's MFS Investment Management Experience March 2000 - April 2007
Job Senior Project Manager at Ergonomic Group
Industry Hospital & Health Care
Experience
The Ergonomic Group December 2013 - Present
Carousel Industries September 2011 - December 2013
UMass Medical School April 2007 - April 2011
MFS Investment Management March 2000 - April 2007
Avaya March 1999 - September 2000
Octel Communications/Avaya, Inc October 1991 - September 2000
Mitel 1986 - 1990
Skills
Telecommunications, VoIP, Project Management, Data Center, Troubleshooting, Management, Training, CRM, Networking, Pre-sales, Enterprise Software, Avaya, Strategy, Team Leadership, Call Centers, Avaya Technologies, Disaster Recovery, Vendor Management, Unified Communications
Education
Bridgewater State University 1978 — 1982
BS
Bridgewater State University
Bachelor of Science, Social Work
The Ergonomic Group December 2013 - Present
Carousel Industries September 2011 - December 2013
UMass Medical School April 2007 - April 2011
MFS Investment Management March 2000 - April 2007
Avaya March 1999 - September 2000
Octel Communications/Avaya, Inc October 1991 - September 2000
Mitel 1986 - 1990
Skills
Telecommunications, VoIP, Project Management, Data Center, Troubleshooting, Management, Training, CRM, Networking, Pre-sales, Enterprise Software, Avaya, Strategy, Team Leadership, Call Centers, Avaya Technologies, Disaster Recovery, Vendor Management, Unified Communications
Education
Bridgewater State University 1978 — 1982
BS
Bridgewater State University
Bachelor of Science, Social Work
John DeOrio's MFS Investment Management Experience May 2003 - September 2007
Job Director, Accounting & Finance at Russell, Tobin & Associates, LLC
Industry Accounting
Experience
Russell Tobin & Associates June 2013 - Present
Beacon Hill Staffing Group October 2007 - June 2013
MFS Investment Management May 2003 - September 2007
Skills
Recruiting, Financial Reporting, Financial Analysis, Client Development, Professional Services, Problem Solving, Investments, Start-ups, Asset Management, Payroll, Internal Audit, Auditing, Mergers, Business Strategy, Change Management, Interviews, Budgets, Vendor Management, Human Resources, Management, Contract Negotiation, Strategy, Mergers & Acquisitions
Education
Brandeis University 1997 — 2001
Economics
Mohonasen
Russell Tobin & Associates June 2013 - Present
Beacon Hill Staffing Group October 2007 - June 2013
MFS Investment Management May 2003 - September 2007
Skills
Recruiting, Financial Reporting, Financial Analysis, Client Development, Professional Services, Problem Solving, Investments, Start-ups, Asset Management, Payroll, Internal Audit, Auditing, Mergers, Business Strategy, Change Management, Interviews, Budgets, Vendor Management, Human Resources, Management, Contract Negotiation, Strategy, Mergers & Acquisitions
Education
Brandeis University 1997 — 2001
Economics
Mohonasen
Barbara Seigler Barbara Seigler's MFS Investment Management Experience June 2010 - January 2011
Job Economic Student at Northeastern University
Industry Financial Services
Experience
MFS Investment Management June 2010 - January 2011
State Street July 2009 - December 2009
Borders October 2008 - December 2008
Walgreens January 2007 - January 2008
Skills
Financial Analysis, Bloomberg, Cash Flow, Financial Services, Microsoft Excel, Accounting
Education
Northeastern University 2011 — 2015
BS, Economics
Cambridge College 2009 — 2010
Year Up, Inc
MFS Investment Management June 2010 - January 2011
State Street July 2009 - December 2009
Borders October 2008 - December 2008
Walgreens January 2007 - January 2008
Skills
Financial Analysis, Bloomberg, Cash Flow, Financial Services, Microsoft Excel, Accounting
Education
Northeastern University 2011 — 2015
BS, Economics
Cambridge College 2009 — 2010
Year Up, Inc
Souhail Oucible's MFS Investment Management Experience July 2012 - May 2013
Job Membership Processor at Universal Dental Plan
Industry Financial Services
Experience
Universal Dental Plan May 2013 - Present
MFS Investment Management July 2012 - May 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Financial Accounting, Financial Operations
Education
Cambridge College 2012 — 2013
Business Management, Finance
Universal Dental Plan May 2013 - Present
MFS Investment Management July 2012 - May 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Financial Accounting, Financial Operations
Education
Cambridge College 2012 — 2013
Business Management, Finance
Dana McCullough Dana McCullough's MFS Investment Management Experience 1999 - 2008
Job Assistant Vice President, Marketing Director of Audience Sponsor at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group April 2014 - Present
MassMutual Financial Group January 2013 - April 2014
The Hartford 2008 - December 2012
MFS Investment Management 1999 - 2008
Scudder Investments, Inc, 1996 - 1999
Skills
401k, Mutual Funds, Relationship Management, Project Management, Financial Services, Marketing Communications, Investments, FINRA, Customer Service, Strategic Planning, Vendor Management, Pensions, Thought Leadership, Direct Marketing, Equities, Integrated Marketing, Creative Direction, Account Management, Digital Marketing, Newsletters, Creative Writing
Education
Boston University Graduate School of Management
Master of Business Administration (M.B.A.)
Wheaton College (MA)
Bachelor's degree, International Relations and Affairs, French
MassMutual Financial Group April 2014 - Present
MassMutual Financial Group January 2013 - April 2014
The Hartford 2008 - December 2012
MFS Investment Management 1999 - 2008
Scudder Investments, Inc, 1996 - 1999
Skills
401k, Mutual Funds, Relationship Management, Project Management, Financial Services, Marketing Communications, Investments, FINRA, Customer Service, Strategic Planning, Vendor Management, Pensions, Thought Leadership, Direct Marketing, Equities, Integrated Marketing, Creative Direction, Account Management, Digital Marketing, Newsletters, Creative Writing
Education
Boston University Graduate School of Management
Master of Business Administration (M.B.A.)
Wheaton College (MA)
Bachelor's degree, International Relations and Affairs, French
Jennifer Morales Jennifer Morales's MFS Investment Management Experience October 2012 - Present
Job Client Service Manager at MFS Investment Management
Industry Accounting
Experience
MFS Investment Management October 2012 - Present
Tatum LLC 2011 - December 2011
Eaton Vance 2008 - 2010
Eaton Vance August 2005 - 2008
PwC September 1999 - August 2005
Skills
Due Diligence, Mergers, Risk Management, Auditing, SEC filings, GAAP, Budgets, Finance, Management, Financial Analysis, CRM, Financial Modeling, Financial Reporting, Accounting, Outsourcing, Relationship Management, Superior Client Service, Sales, Financial Services, Mergers & Acquisitions, Internal Controls, Leadership, Client Services
Education
Bryant University 1995 — 1999
BS, Accounting
MFS Investment Management October 2012 - Present
Tatum LLC 2011 - December 2011
Eaton Vance 2008 - 2010
Eaton Vance August 2005 - 2008
PwC September 1999 - August 2005
Skills
Due Diligence, Mergers, Risk Management, Auditing, SEC filings, GAAP, Budgets, Finance, Management, Financial Analysis, CRM, Financial Modeling, Financial Reporting, Accounting, Outsourcing, Relationship Management, Superior Client Service, Sales, Financial Services, Mergers & Acquisitions, Internal Controls, Leadership, Client Services
Education
Bryant University 1995 — 1999
BS, Accounting
Rebecca B. Huang Rebecca B. Huang's MFS Investment Management Experience March 1996 - September 2003
Job Administrative Assistant / Receptionist at Berkeley Investments, Inc.
Industry Commercial Real Estate
Experience
Berkeley Investments, Inc. February 2015 - Present
Pan Electric Co. September 2008 - January 2015
Kopelman and Paige, P.C. October 2006 - March 2008
MAC Systems December 2004 - April 2005
MFS Investment Management March 1996 - September 2003
Skills
Outlook, Microsoft Word, Microsoft Excel, PC docs, ProLaw, QuickBooks, Invoicing, Organization, Property Management, Customer Relations, Internet Explorer, Drafting Correspondence, Dictaphone, Business Correspondence, Proofreading, PowerPoint, Artistic Eye, Travel Arrangements, Appointment Scheduling, Creative Writer, Customer Service, Filing, Teamwork
Education
Bryn Athyn College of the New Church
Berkeley Investments, Inc. February 2015 - Present
Pan Electric Co. September 2008 - January 2015
Kopelman and Paige, P.C. October 2006 - March 2008
MAC Systems December 2004 - April 2005
MFS Investment Management March 1996 - September 2003
Skills
Outlook, Microsoft Word, Microsoft Excel, PC docs, ProLaw, QuickBooks, Invoicing, Organization, Property Management, Customer Relations, Internet Explorer, Drafting Correspondence, Dictaphone, Business Correspondence, Proofreading, PowerPoint, Artistic Eye, Travel Arrangements, Appointment Scheduling, Creative Writer, Customer Service, Filing, Teamwork
Education
Bryn Athyn College of the New Church
David Santoro CFP(R),MBA David Santoro CFP(R),MBA's MFS Investment Management Experience October 1992 - October 2003
Job Financial Consultant
Industry Financial Services
Experience
MCB Financial Services at Mansfield Bank July 2012 - Present
New York Life Insurance Company December 2008 - July 2012
United States Army Reserve November 1992 - January 2008
MFS Investment Management October 1992 - October 2003
Army National Guard January 1985 - November 1992
Tucker Anthony & RL Day May 1988 - January 1991
Skills
Investment Advisory, Financial Planning, Insurance, Asset Management, Budgeting, Mutual Funds, Retirement Planning, Investments, Long Term Care, Annuities, Retirement, Asset Allocation, Asset Managment, Strategic Financial..., Budgets
Education
Bryant University 2004 — 2007
Certificate in Financial Planning, Financial Planning and Services
Bryant University 1995 — 1999
MBA, Finance
Framingham State College 1982 — 1987
BA, Economics
MCB Financial Services at Mansfield Bank July 2012 - Present
New York Life Insurance Company December 2008 - July 2012
United States Army Reserve November 1992 - January 2008
MFS Investment Management October 1992 - October 2003
Army National Guard January 1985 - November 1992
Tucker Anthony & RL Day May 1988 - January 1991
Skills
Investment Advisory, Financial Planning, Insurance, Asset Management, Budgeting, Mutual Funds, Retirement Planning, Investments, Long Term Care, Annuities, Retirement, Asset Allocation, Asset Managment, Strategic Financial..., Budgets
Education
Bryant University 2004 — 2007
Certificate in Financial Planning, Financial Planning and Services
Bryant University 1995 — 1999
MBA, Finance
Framingham State College 1982 — 1987
BA, Economics
Rick Palingo's MFS Investment Management Experience 1971 - 1987
Job Per Diem Clinician CSS and ATS
Industry Hospital & Health Care
Experience
High Point Treatment Center 2012 - Present
RSW Advertising, LLC November 2014 - June 2015
D3, Inc November 2013 - May 2014
Source4 September 2012 - October 2013
Capital Fulfillment Group 2003 - September 2010
CMGi/myway.com 1992 - 2000
MFS Investment Management 1971 - 1987
Skills
Advertising, Business Development, Sales, Lead Generation, Leadership, Cold Calling, Hunter, New Business Development, Sales Process, Strategy, Team Building, Social Media, Direct Marketing, Marketing, Strategic Partnerships, Social Media Marketing, Customer Service, Program Management, Integrated Marketing, SaaS, Multi-channel Marketing, Contract Negotiation, Sales Management, B2B, Product Management, Selling, Marketing Strategy, Direct Mail, Start-ups, skilled relationship..., Solution Selling, E-commerce, Online Marketing, Negotiation, Mutual Funds, CRM, Marketing Communications, Trade Shows, Email Marketing, Salesforce.com, Financial Services, Asset Management, NSCC Processing, Operations Management, Account Management, Process Improvement, Management, Digital Marketing, Competitive Analysis, Strategic Planning
Education
University of Masachusetts
BS, History, Sociology
Cambridge College 2009 — 2015
Expected; M.Ed On Hold, Counseling & Psychology
Boston Technical High
High School Diploma, College and Technical
High Point Treatment Center 2012 - Present
RSW Advertising, LLC November 2014 - June 2015
D3, Inc November 2013 - May 2014
Source4 September 2012 - October 2013
Capital Fulfillment Group 2003 - September 2010
CMGi/myway.com 1992 - 2000
MFS Investment Management 1971 - 1987
Skills
Advertising, Business Development, Sales, Lead Generation, Leadership, Cold Calling, Hunter, New Business Development, Sales Process, Strategy, Team Building, Social Media, Direct Marketing, Marketing, Strategic Partnerships, Social Media Marketing, Customer Service, Program Management, Integrated Marketing, SaaS, Multi-channel Marketing, Contract Negotiation, Sales Management, B2B, Product Management, Selling, Marketing Strategy, Direct Mail, Start-ups, skilled relationship..., Solution Selling, E-commerce, Online Marketing, Negotiation, Mutual Funds, CRM, Marketing Communications, Trade Shows, Email Marketing, Salesforce.com, Financial Services, Asset Management, NSCC Processing, Operations Management, Account Management, Process Improvement, Management, Digital Marketing, Competitive Analysis, Strategic Planning
Education
University of Masachusetts
BS, History, Sociology
Cambridge College 2009 — 2015
Expected; M.Ed On Hold, Counseling & Psychology
Boston Technical High
High School Diploma, College and Technical
Brian Koller Brian Koller's MFS Investment Management Experience March 2013 - Present
Job Global Tax Analyst at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management March 2013 - Present
MFS Investment Management October 2012 - March 2013
Skills
Equities, Analysis, Investments, Mutual Funds, Tax
Education
Suffolk University Law School 2015 — 2019
Doctor of Law (J.D.), Taxation
Northeastern University 2013 — 2015
Master of Science (MS), Taxation
Boston University Questrom School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, International Management, and Business Law
MFS Investment Management March 2013 - Present
MFS Investment Management October 2012 - March 2013
Skills
Equities, Analysis, Investments, Mutual Funds, Tax
Education
Suffolk University Law School 2015 — 2019
Doctor of Law (J.D.), Taxation
Northeastern University 2013 — 2015
Master of Science (MS), Taxation
Boston University Questrom School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, International Management, and Business Law
Ken Rubin's MFS Investment Management Experience February 1998 - September 1999
Job Searching for SQL, DBA, or Analyst Position
Industry Computer Software
Experience
Boston Financial Data Services September 1999 - August 2013
MFS Investment Management February 1998 - September 1999
Skills
Microsoft Office, Supervisory Experience, Personal Finance, Mutual Funds, Business Analysis, Financial Analysis, Financial Reporting, Access, Software Documentation, Project Management, Process Improvement, Microsoft Word, Financial Services, Team Building, Leadership, Vendor Management, Training, Management
Education
New Horizons Computer Learning Center
Working toward MSCA certifications., SQL Server 2014
Bridgewater State University 1993 — 1997
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Clark University 2000 — 2000
WebMaster, Computer Programming, Vendor/Product Certification
Boston Financial Data Services September 1999 - August 2013
MFS Investment Management February 1998 - September 1999
Skills
Microsoft Office, Supervisory Experience, Personal Finance, Mutual Funds, Business Analysis, Financial Analysis, Financial Reporting, Access, Software Documentation, Project Management, Process Improvement, Microsoft Word, Financial Services, Team Building, Leadership, Vendor Management, Training, Management
Education
New Horizons Computer Learning Center
Working toward MSCA certifications., SQL Server 2014
Bridgewater State University 1993 — 1997
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Clark University 2000 — 2000
WebMaster, Computer Programming, Vendor/Product Certification
Rachel Ramos's MFS Investment Management Experience September 2014 - Present
Job Asset Control Specialist II
Industry Investment Management
Experience
MFS Investment Management September 2014 - Present
Putnam Investments April 2013 - August 2014
East Boston Savings Bank May 2012 - April 2013
East Boston Savings Bank January 2012 - May 2012
TD Bank August 2011 - December 2011
TD Bank October 2010 - August 2011
TD Bank June 2009 - October 2010
Sovereign Bank January 2009 - May 2009
Bank of America June 2006 - May 2009
Skills
Networking, Staff Development, Operational Excellence, Community Outreach, Branch Banking, Retail Banking, Banking, Consumer Lending, Cross Selling, Underwriting, Leadership, Management, Sales, Coaching, Commercial Banking, Credit, Business Development, Loans, Customer Service, Financial Services
Education
Bridgewater State University 2006 — 2009
Bachelor of Arts (B.A.), Communication and Media Studies
Roger Williams University 2004 — 2005
Sandwich High
MFS Investment Management September 2014 - Present
Putnam Investments April 2013 - August 2014
East Boston Savings Bank May 2012 - April 2013
East Boston Savings Bank January 2012 - May 2012
TD Bank August 2011 - December 2011
TD Bank October 2010 - August 2011
TD Bank June 2009 - October 2010
Sovereign Bank January 2009 - May 2009
Bank of America June 2006 - May 2009
Skills
Networking, Staff Development, Operational Excellence, Community Outreach, Branch Banking, Retail Banking, Banking, Consumer Lending, Cross Selling, Underwriting, Leadership, Management, Sales, Coaching, Commercial Banking, Credit, Business Development, Loans, Customer Service, Financial Services
Education
Bridgewater State University 2006 — 2009
Bachelor of Arts (B.A.), Communication and Media Studies
Roger Williams University 2004 — 2005
Sandwich High
Sean McLoughlin's MFS Investment Management Experience October 1993 - Present
Job Director at MFS Investment Management
Industry
Experience
MFS Investment Management October 1993 - Present
Education
City University of New York-Brooklyn College 1976 — 1979
Master of Arts (M.A.), History
Iona College 1971 — 1975
Bachelor of Arts (B.A.), History
MFS Investment Management October 1993 - Present
Education
City University of New York-Brooklyn College 1976 — 1979
Master of Arts (M.A.), History
Iona College 1971 — 1975
Bachelor of Arts (B.A.), History
Scott Reilly's MFS Investment Management Experience November 2007 - July 2008
Job Senior Category Leader Software & Professional Services at Thermo Fisher Scientific
Industry Medical Devices
Experience
Thermo Fisher Scientific January 2013 - Present
Iron Mountain July 2008 - December 2012
MFS Investment Management November 2007 - July 2008
Investors Bank & Trust October 2006 - July 2007
Rainen Law Office PC February 2003 - October 2006
Skills
Business Case..., Strategic Sourcing, Data Analysis, Purchasing, Procurement, Contract Negotiation, Vendor Management, Negotiation, Sourcing, Budgets, Process Improvement, Team Leadership, Management, Strategic Planning, Leadership
Education
Bridgewater State University 1997 — 2002
Bachelor of Science, Political Science
North Andover 1993 — 1997
Thermo Fisher Scientific January 2013 - Present
Iron Mountain July 2008 - December 2012
MFS Investment Management November 2007 - July 2008
Investors Bank & Trust October 2006 - July 2007
Rainen Law Office PC February 2003 - October 2006
Skills
Business Case..., Strategic Sourcing, Data Analysis, Purchasing, Procurement, Contract Negotiation, Vendor Management, Negotiation, Sourcing, Budgets, Process Improvement, Team Leadership, Management, Strategic Planning, Leadership
Education
Bridgewater State University 1997 — 2002
Bachelor of Science, Political Science
North Andover 1993 — 1997
William F. Shaw's MFS Investment Management Experience 1999 - 2008
Job Managing Director, Head of Marketing & Communications, Windhaven Investment Management, a Charles Schwab Company
Industry Financial Services
Experience
Windhaven Investment Management, a Charles Schwab Company January 2015 - Present
The Collaborative - Advisors Trusted Advisor 2013 - 2015
The Hartford 2008 - 2013
MFS Investment Management 1999 - 2008
Scudder, Stevens & Clark 1997 - 1999
John Hancock Life Insurance Company (U.S.A.) 1985 - 1996
Skills
Qualified Retirement..., Relationship Management, Mutual Funds, Financial Services, Series 63, Marketing, Investments, Leadership, Strategy, Social Media, Communication, Marketing Strategy, Project Management, CRM, Advertising, Integrated Marketing, Competitive Analysis, 401k, Retirement Planning, Retirement
Education
Boston University Questrom School of Business
MBA, Marketing
Harvard University
Graduate C.S.S. Program
Suffolk University
Bachelor of Arts (BA)
Windhaven Investment Management, a Charles Schwab Company January 2015 - Present
The Collaborative - Advisors Trusted Advisor 2013 - 2015
The Hartford 2008 - 2013
MFS Investment Management 1999 - 2008
Scudder, Stevens & Clark 1997 - 1999
John Hancock Life Insurance Company (U.S.A.) 1985 - 1996
Skills
Qualified Retirement..., Relationship Management, Mutual Funds, Financial Services, Series 63, Marketing, Investments, Leadership, Strategy, Social Media, Communication, Marketing Strategy, Project Management, CRM, Advertising, Integrated Marketing, Competitive Analysis, 401k, Retirement Planning, Retirement
Education
Boston University Questrom School of Business
MBA, Marketing
Harvard University
Graduate C.S.S. Program
Suffolk University
Bachelor of Arts (BA)
Robert Whelan, CFA's MFS Investment Management Experience 2000 - 2004
Job Chief Financial Officer
Industry Investment Management
Experience
Federal Reserve System 2012 - Present
Eaton Vance 2007 - 2012
Boston Private Financial Holdings 2004 - 2007
MFS Investment Management 2000 - 2004
MFS Investment Management 1999 - 2000
MFS Investment Management 1997 - 1999
MFS Investment Management 1996 - 1997
BankBoston 1994 - 1996
Deloitte Consulting 1991 - 1994
Bank of New England 1983 - 1989
Skills
Capital Markets, Finance, Strategy, Strategic Planning, Risk Management, Mergers, Leadership, Investment Banking, Investments
Education
Harvard Business School
Master of Business Administration (MBA)
Bowdoin College
Bachelor of Arts (BA), Economics and Government
Thayer Academy
Federal Reserve System 2012 - Present
Eaton Vance 2007 - 2012
Boston Private Financial Holdings 2004 - 2007
MFS Investment Management 2000 - 2004
MFS Investment Management 1999 - 2000
MFS Investment Management 1997 - 1999
MFS Investment Management 1996 - 1997
BankBoston 1994 - 1996
Deloitte Consulting 1991 - 1994
Bank of New England 1983 - 1989
Skills
Capital Markets, Finance, Strategy, Strategic Planning, Risk Management, Mergers, Leadership, Investment Banking, Investments
Education
Harvard Business School
Master of Business Administration (MBA)
Bowdoin College
Bachelor of Arts (BA), Economics and Government
Thayer Academy
William Mai William Mai's MFS Investment Management Experience May 2013 - August 2013
Job Analyst at Goldman Sachs
Industry Accounting
Experience
Goldman Sachs July 2015 - Present
Lewisburg Downtown Partnership January 2015 - May 2015
Bucknell University April 2013 - May 2015
Bucknell University August 2012 - May 2015
Goldman Sachs May 2014 - August 2014
Bucknell University August 2013 - May 2014
MFS Investment Management May 2013 - August 2013
State Street June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Team Building, Leadership, Teamwork, Fundraising, Facebook
Education
Bucknell University 2011 — 2015
Bachelor of Science in Business Administration (BSBA), Managing for Sustianability
Josiah Quincy Upper School 2007 — 2011
High School Diploma
Goldman Sachs July 2015 - Present
Lewisburg Downtown Partnership January 2015 - May 2015
Bucknell University April 2013 - May 2015
Bucknell University August 2012 - May 2015
Goldman Sachs May 2014 - August 2014
Bucknell University August 2013 - May 2014
MFS Investment Management May 2013 - August 2013
State Street June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Team Building, Leadership, Teamwork, Fundraising, Facebook
Education
Bucknell University 2011 — 2015
Bachelor of Science in Business Administration (BSBA), Managing for Sustianability
Josiah Quincy Upper School 2007 — 2011
High School Diploma
Grazia Gatti Grazia Gatti's MFS Investment Management Experience December 2014 - Present
Job Compliance Program Manager at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management December 2014 - Present
National Futures Association October 2013 - Present
Mitsubishi UFJ Securities September 2011 - August 2013
Rabobank International London Branch August 2009 - August 2011
Dewey & LeBoeuf LLP September 2007 - September 2008
at Boston University School of Law for Tamar Frankel, Professor of Law October 2006 - January 2007
Withers LLp September 2004 - December 2004
Studio Legale Chiaia Noya November 2002 - November 2004
Skills
Capital Markets, Investments, Corporate Law, Due Diligence, International Law, Financial Markets, Derivatives, Financial Regulation, Finance, Dodd-Frank, Securities Regulation, Litigation, Corporate Governance, Investment Banking, Equities
Education
Boston University School of Law 2005 — 2006
LL.M., American Law, International Business Practice
Università degli Studi di Bari 2002 — 2003
Post-Graduate School in Legal Professions, Law
Università degli Studi di Bari
Law, Law
MFS Investment Management December 2014 - Present
National Futures Association October 2013 - Present
Mitsubishi UFJ Securities September 2011 - August 2013
Rabobank International London Branch August 2009 - August 2011
Dewey & LeBoeuf LLP September 2007 - September 2008
at Boston University School of Law for Tamar Frankel, Professor of Law October 2006 - January 2007
Withers LLp September 2004 - December 2004
Studio Legale Chiaia Noya November 2002 - November 2004
Skills
Capital Markets, Investments, Corporate Law, Due Diligence, International Law, Financial Markets, Derivatives, Financial Regulation, Finance, Dodd-Frank, Securities Regulation, Litigation, Corporate Governance, Investment Banking, Equities
Education
Boston University School of Law 2005 — 2006
LL.M., American Law, International Business Practice
Università degli Studi di Bari 2002 — 2003
Post-Graduate School in Legal Professions, Law
Università degli Studi di Bari
Law, Law
Amy Cioffi Amy Cioffi's MFS Investment Management Experience December 2014 - July 2015
Job HRIS Analyst at Smith & Nephew
Industry Medical Devices
Experience
Smith & Nephew July 2015 - Present
MFS Investment Management December 2014 - July 2015
MFS Investment Management June 2008 - December 2014
MFS Investment Management April 2006 - June 2008
MFS Investment Management October 2002 - April 2006
MFS Investment Management August 1999 - October 2002
Skills
Workday, HRIS, Benefits Administration, PeopleSoft, Employee Benefits, New Hire Orientations, Training, Business Process, Excel, Benefits, Word, Performance Appraisal, Onboarding, Human Resources, Performance Management, Microsoft Excel
Education
Bunker Hill Community College
General Studies
Medford High 1991 — 1995
Smith & Nephew July 2015 - Present
MFS Investment Management December 2014 - July 2015
MFS Investment Management June 2008 - December 2014
MFS Investment Management April 2006 - June 2008
MFS Investment Management October 2002 - April 2006
MFS Investment Management August 1999 - October 2002
Skills
Workday, HRIS, Benefits Administration, PeopleSoft, Employee Benefits, New Hire Orientations, Training, Business Process, Excel, Benefits, Word, Performance Appraisal, Onboarding, Human Resources, Performance Management, Microsoft Excel
Education
Bunker Hill Community College
General Studies
Medford High 1991 — 1995
Yelena Begunts's MFS Investment Management Experience December 2010 - Present
Job Business Analyst at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management December 2010 - Present
Bank of America January 2005 - February 2009
Fleet Bank September 2003 - January 2005
MerchantWarehouse.com, Inc August 2001 - July 2003
ATW Companies September 1999 - August 2001
Skills
Fixed Income, Investments, Portfolio Management, Business Development, Business Requirements, Requirements Gathering, Relationship Management, Project Management, Risk Management, SDLC, Sales, Securities, Strategic Financial..., Banking, Business Analysis, Equities, Financial Services, Mutual Funds, Online Marketing, Systems Analysis, Wealth Management, Bloomberg
Education
Bryant College 1995 — 1999
Bachelor of Science, Business Administration, Computer Information Systems
Bryant University 1995 — 1999
Bachelor of Science, Business Administration, Computer Information Systems
MFS Investment Management December 2010 - Present
Bank of America January 2005 - February 2009
Fleet Bank September 2003 - January 2005
MerchantWarehouse.com, Inc August 2001 - July 2003
ATW Companies September 1999 - August 2001
Skills
Fixed Income, Investments, Portfolio Management, Business Development, Business Requirements, Requirements Gathering, Relationship Management, Project Management, Risk Management, SDLC, Sales, Securities, Strategic Financial..., Banking, Business Analysis, Equities, Financial Services, Mutual Funds, Online Marketing, Systems Analysis, Wealth Management, Bloomberg
Education
Bryant College 1995 — 1999
Bachelor of Science, Business Administration, Computer Information Systems
Bryant University 1995 — 1999
Bachelor of Science, Business Administration, Computer Information Systems
Richard Curran Richard Curran's MFS Investment Management Experience April 2008 - July 2012
Job ETFs WisdomTree Asset Management
Industry Investment Management
Experience
WisdomTree Asset Management June 2013 - Present
Brown Brothers Harriman July 2012 - June 2013
MFS Investment Management April 2008 - July 2012
WisdomTree Asset Management June 2007 - April 2008
State Street Global Advisors July 2005 - June 2007
Investors Bank & Trust March 2002 - June 2005
Skills
Mutual Funds, Investments, Equities, ETFs, Alternative Investments, Financial Services, Series 63, Securities, Relationship Management, Investment Strategies, Bloomberg, Series 6, Asset Management, Asset Managment, Financial Markets, Financial Analysis, Strategic Financial..., Series 7, Financial Planning
Education
Brandeis University
Master of Science (MS), Finance
Saint Anselm College 1998 — 2001
BA, Business Administration
Northeastern University 1996 — 1998
Business Administration
Coyle & Cassidy 1992 — 1996
WisdomTree Asset Management June 2013 - Present
Brown Brothers Harriman July 2012 - June 2013
MFS Investment Management April 2008 - July 2012
WisdomTree Asset Management June 2007 - April 2008
State Street Global Advisors July 2005 - June 2007
Investors Bank & Trust March 2002 - June 2005
Skills
Mutual Funds, Investments, Equities, ETFs, Alternative Investments, Financial Services, Series 63, Securities, Relationship Management, Investment Strategies, Bloomberg, Series 6, Asset Management, Asset Managment, Financial Markets, Financial Analysis, Strategic Financial..., Series 7, Financial Planning
Education
Brandeis University
Master of Science (MS), Finance
Saint Anselm College 1998 — 2001
BA, Business Administration
Northeastern University 1996 — 1998
Business Administration
Coyle & Cassidy 1992 — 1996
Vanesa Morales Vanesa Morales's MFS Investment Management Experience January 2005 - June 2013
Job Healthy Families Supervisor at Crittenton Women's Union
Industry Nonprofit Organization Management
Experience
Crittenton Women's Union August 2014 - Present
Youth Enrichment Services January 2004 - Present
Action for Boston Community Development, Inc. October 2013 - September 2014
MFS Investment Management January 2005 - June 2013
Young Men Christian Association January 2009 - January 2011
MFS Investment Management January 2002 - January 2005
MFS Investment Management January 1999 - January 2001
MFS Investment Management January 1995 - January 1998
Skills
Finance, Training,..., Community Operations,..., Leadership, Training, Program Management, Management, Time Management, Strategic Planning, Finance, Portfolio Management, Accounting, Account Reconciliation, Auditing, Corporate Finance, Accounts Payable, Equities, Quality Assurance, Nonprofits, Public Speaking, Community Outreach, Microsoft Office
Education
Cambridge College 2000 — 2002
Master of Management (MM), Business
Salem State University 1990 — 1995
Bachelor of Science (BS), Sociology
Crittenton Women's Union August 2014 - Present
Youth Enrichment Services January 2004 - Present
Action for Boston Community Development, Inc. October 2013 - September 2014
MFS Investment Management January 2005 - June 2013
Young Men Christian Association January 2009 - January 2011
MFS Investment Management January 2002 - January 2005
MFS Investment Management January 1999 - January 2001
MFS Investment Management January 1995 - January 1998
Skills
Finance, Training,..., Community Operations,..., Leadership, Training, Program Management, Management, Time Management, Strategic Planning, Finance, Portfolio Management, Accounting, Account Reconciliation, Auditing, Corporate Finance, Accounts Payable, Equities, Quality Assurance, Nonprofits, Public Speaking, Community Outreach, Microsoft Office
Education
Cambridge College 2000 — 2002
Master of Management (MM), Business
Salem State University 1990 — 1995
Bachelor of Science (BS), Sociology
Edward Ramos Edward Ramos's MFS Investment Management Experience March 2011 - January 2014
Job Web Engineer and SharePoint Administrator
Industry Information Technology and Services
Experience
Vertex Pharmaceuticals January 2014 - Present
Boston Web Design Meetup Group September 2004 - Present
MFS Investment Management March 2011 - January 2014
City Year July 2007 - March 2011
Retails Systems Alert Group (RSAG) November 2006 - July 2007
Boston University September 2004 - April 2006
Gibbs College Boston March 2003 - August 2004
Massachusetts Hospital Association October 2002 - March 2003
Lavastorm (Pixeldance) September 1999 - August 2001
Skills
SharePoint, CSS, HTML, Microsoft SQL Server, MySQL, Ektron, XML, Dreamweaver, SQL, AJAX, Wordpress, Web Design, Graphic Design, Project Management, IIS, ColdFusion, Microsoft Office, Visio, SharePoint Designer, Google Analytics, Photoshop, Full SDLC, Active Directory, User Experience Design, Web Development, Help Desk Support, Windows Server, WordPress, Web Applications, Information Architecture, Social Media, SEO, Web Services, CMS, HTML 5, OS X, User Interface Design, User Experience, Web Content Management, Website Development, Content Management, HTML5
Education
State University of New York College at Buffalo 1994 — 1998
BA, Art
Cazenovia College 1992 — 1994
AAS, Advertising & Graphic Design
Burke
Vertex Pharmaceuticals January 2014 - Present
Boston Web Design Meetup Group September 2004 - Present
MFS Investment Management March 2011 - January 2014
City Year July 2007 - March 2011
Retails Systems Alert Group (RSAG) November 2006 - July 2007
Boston University September 2004 - April 2006
Gibbs College Boston March 2003 - August 2004
Massachusetts Hospital Association October 2002 - March 2003
Lavastorm (Pixeldance) September 1999 - August 2001
Skills
SharePoint, CSS, HTML, Microsoft SQL Server, MySQL, Ektron, XML, Dreamweaver, SQL, AJAX, Wordpress, Web Design, Graphic Design, Project Management, IIS, ColdFusion, Microsoft Office, Visio, SharePoint Designer, Google Analytics, Photoshop, Full SDLC, Active Directory, User Experience Design, Web Development, Help Desk Support, Windows Server, WordPress, Web Applications, Information Architecture, Social Media, SEO, Web Services, CMS, HTML 5, OS X, User Interface Design, User Experience, Web Content Management, Website Development, Content Management, HTML5
Education
State University of New York College at Buffalo 1994 — 1998
BA, Art
Cazenovia College 1992 — 1994
AAS, Advertising & Graphic Design
Burke
Craig Hamblin, MBA Craig Hamblin, MBA's MFS Investment Management Experience October 2006 - October 2007
Job Associate Vice President at Griffin Capital Securities
Industry Financial Services
Experience
Griffin Capital Securities January 2012 - Present
Grubb & Ellis March 2010 - January 2012
Paladin REIT October 2007 - March 2010
MFS Investment Management October 2006 - October 2007
UCSB Corner Store 2005 - 2006
UCSB Rec Center 2005 - 2006
Ucen Catering 2004 - 2005
Santa Barbara Public Defenders Office 2004 - 2005
Skills
Series 7, Sales Support, Series 63, Wholesaling, Real Estate Investment, Investment Products, Real Estate, Brokerage, Apartments, 401k, Alternative Investments, Investment Properties, Investments, Sales Operations, Real Estate Economics, Due Diligence, Event Planning, Equities, Retirement Planning, Mutual Funds, Sales, Asset Management, Investment Advisory, Wholesale, Retirement, Asset Allocation, FINRA, Private Equity, Financial Advisory, Investment Strategies, Strategic Financial..., Wealth Management, Portfolio Management, Separately Managed..., Investment Management, Financial Services, Securities
Education
California State University-Fullerton - College of Business and Economics 2011 — 2014
MBA
University of California, Santa Barbara 2002 — 2006
BS
Ruben S. Ayala High School 1998 — 2002
Griffin Capital Securities January 2012 - Present
Grubb & Ellis March 2010 - January 2012
Paladin REIT October 2007 - March 2010
MFS Investment Management October 2006 - October 2007
UCSB Corner Store 2005 - 2006
UCSB Rec Center 2005 - 2006
Ucen Catering 2004 - 2005
Santa Barbara Public Defenders Office 2004 - 2005
Skills
Series 7, Sales Support, Series 63, Wholesaling, Real Estate Investment, Investment Products, Real Estate, Brokerage, Apartments, 401k, Alternative Investments, Investment Properties, Investments, Sales Operations, Real Estate Economics, Due Diligence, Event Planning, Equities, Retirement Planning, Mutual Funds, Sales, Asset Management, Investment Advisory, Wholesale, Retirement, Asset Allocation, FINRA, Private Equity, Financial Advisory, Investment Strategies, Strategic Financial..., Wealth Management, Portfolio Management, Separately Managed..., Investment Management, Financial Services, Securities
Education
California State University-Fullerton - College of Business and Economics 2011 — 2014
MBA
University of California, Santa Barbara 2002 — 2006
BS
Ruben S. Ayala High School 1998 — 2002
Michael Tarkington Michael Tarkington's MFS Investment Management Experience June 2004 - September 2005
Job Accounts Payable Processor at Republic Services
Industry Environmental Services
Experience
Republic Services May 2015 - Present
Republic Services November 2013 - June 2015
Bank of America April 2013 - September 2013
Bank of America December 2011 - April 2013
Bank of America September 2005 - December 2011
MFS Investment Management June 2004 - September 2005
Target May 2000 - August 2004
Skills
Customer Service, Banking, Sales, Financial Services, Management, Credit, Accounting, Microsoft Excel, Microsoft Office, Process Improvement, Budgets
Education
Chandler/Gilbert Community College 2014 — 2015
Accounting certificate and Microsoft office specialist, Accounting
Arizona State University, W. P. Carey School of Business 1999 — 2003
Republic Services May 2015 - Present
Republic Services November 2013 - June 2015
Bank of America April 2013 - September 2013
Bank of America December 2011 - April 2013
Bank of America September 2005 - December 2011
MFS Investment Management June 2004 - September 2005
Target May 2000 - August 2004
Skills
Customer Service, Banking, Sales, Financial Services, Management, Credit, Accounting, Microsoft Excel, Microsoft Office, Process Improvement, Budgets
Education
Chandler/Gilbert Community College 2014 — 2015
Accounting certificate and Microsoft office specialist, Accounting
Arizona State University, W. P. Carey School of Business 1999 — 2003
James Bailey James Bailey's MFS Investment Management Experience May 1989 - September 2000
Job Senior Vice President at OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds March 2006 - Present
T. Rowe Price September 2000 - January 2006
MFS Investment Management May 1989 - September 2000
Skills
Trading Systems, Asset Managment, Mutual Funds, Risk Management, SDLC, Fixed Income, Master Data Management, Equities, Vendor Management, Executive Management, IT Strategy, Bloomberg, Investments, Business Continuity, Business Analysis, Data Warehousing, PMO, Series 99, Architecture, Asset Management, Leadership, Portfolio Management, Process Improvement
Education
Northeastern University 1978 — 1979
M.S., Accounting
Bowdoin College 1975 — 1978
A.B., Biology, General
OppenheimerFunds March 2006 - Present
T. Rowe Price September 2000 - January 2006
MFS Investment Management May 1989 - September 2000
Skills
Trading Systems, Asset Managment, Mutual Funds, Risk Management, SDLC, Fixed Income, Master Data Management, Equities, Vendor Management, Executive Management, IT Strategy, Bloomberg, Investments, Business Continuity, Business Analysis, Data Warehousing, PMO, Series 99, Architecture, Asset Management, Leadership, Portfolio Management, Process Improvement
Education
Northeastern University 1978 — 1979
M.S., Accounting
Bowdoin College 1975 — 1978
A.B., Biology, General
Jim Trezona Jim Trezona's MFS Investment Management Experience February 2008 - April 2011
Job Investment Advisor Representative, CRPC®
Industry Financial Services
Experience
Financial Engines December 2011 - Present
Financial Engines June 2011 - December 2011
MFS Investment Management February 2008 - April 2011
GMAC REAL ESTATE March 2005 - March 2008
Vanguard January 2003 - July 2006
Wells Fargo Advisors November 2001 - November 2002
American Express Financial Advisors September 2000 - November 2001
Rods & Resto's December 1998 - August 2000
Donaldson February 1994 - November 1998
Various 1990 - 1993
Skills
Outstanding Customer..., Financial Analysis, Problem Solving, Logistics, Leadership Development, Retirement, Talent Acquisition, Asset Allocation, IRAs, Financial Services, Strategic Financial..., Retirement Planning, Performance Management, 401k, Sales, Investments, Coaching, Strategic Planning, Process Improvement, Call Center, Investment Strategies, Analysis, Investment Management, Project Management, Account Management, Series 65, Financial Advisory, Relationship Management, Training, Building Relationships, Customer Service, Financial Planning
Education
Michigan Technological University 1981 — 1983
Brown College 1979 — 1980
Diploma & 1st Class FCC License, Radio and Television Broadcasting
Northwestern Military & Naval Academy 1967 — 1971
Diploma, College Prep
Financial Engines December 2011 - Present
Financial Engines June 2011 - December 2011
MFS Investment Management February 2008 - April 2011
GMAC REAL ESTATE March 2005 - March 2008
Vanguard January 2003 - July 2006
Wells Fargo Advisors November 2001 - November 2002
American Express Financial Advisors September 2000 - November 2001
Rods & Resto's December 1998 - August 2000
Donaldson February 1994 - November 1998
Various 1990 - 1993
Skills
Outstanding Customer..., Financial Analysis, Problem Solving, Logistics, Leadership Development, Retirement, Talent Acquisition, Asset Allocation, IRAs, Financial Services, Strategic Financial..., Retirement Planning, Performance Management, 401k, Sales, Investments, Coaching, Strategic Planning, Process Improvement, Call Center, Investment Strategies, Analysis, Investment Management, Project Management, Account Management, Series 65, Financial Advisory, Relationship Management, Training, Building Relationships, Customer Service, Financial Planning
Education
Michigan Technological University 1981 — 1983
Brown College 1979 — 1980
Diploma & 1st Class FCC License, Radio and Television Broadcasting
Northwestern Military & Naval Academy 1967 — 1971
Diploma, College Prep
Heather Innocent Heather Innocent's MFS Investment Management Experience December 1999 - June 2002
Job Risk Management Specialist at Palm Beach County Sheriff's Office
Industry Human Resources
Experience
Palm Beach County Sheriff's Office August 2013 - Present
Oasis Outsourcing December 2007 - October 2012
Schumacher Auto Group May 2004 - December 2007
Directline Teleservices August 2002 - May 2004
MFS Investment Management December 1999 - June 2002
Skills
Human..., New Hire Orientation, Background Checks, Benefits Administration, Employee Relations, Customer Service, PEO, Recruiting, HIPPA, FMLA, COBRA, Terminations, Open Enrollment, Microsoft Office, ADP ReportSmith, HR Pyramid, PeopleSoft, Ceridian, Account Management, Employee Benefits, Hiring, HIPAA, Employment Law, Human Resources, Employee Training, New Hire Orientations, Payroll, HRIS, Onboarding, ADP Payroll, Temporary Placement, Policy, Leadership, Employee Handbooks, HR Policies, Personnel Management, Deferred Compensation, Workforce Planning, Workers Compensation, Applicant Tracking..., Job Descriptions, Performance Management, Succession Planning, Labor Relations, Talent Management, Talent Acquisition, Employee Engagement, HR Consulting, Legal Compliance, Kronos
Education
California Coast University 2014 — 2015
Bachelor’s Degree, Management, 3.5
Keiser University-Ft Lauderdale 2006 — 2009
Associate of Science (A.S.), Health Services Administration
Palm Beach County Sheriff's Office August 2013 - Present
Oasis Outsourcing December 2007 - October 2012
Schumacher Auto Group May 2004 - December 2007
Directline Teleservices August 2002 - May 2004
MFS Investment Management December 1999 - June 2002
Skills
Human..., New Hire Orientation, Background Checks, Benefits Administration, Employee Relations, Customer Service, PEO, Recruiting, HIPPA, FMLA, COBRA, Terminations, Open Enrollment, Microsoft Office, ADP ReportSmith, HR Pyramid, PeopleSoft, Ceridian, Account Management, Employee Benefits, Hiring, HIPAA, Employment Law, Human Resources, Employee Training, New Hire Orientations, Payroll, HRIS, Onboarding, ADP Payroll, Temporary Placement, Policy, Leadership, Employee Handbooks, HR Policies, Personnel Management, Deferred Compensation, Workforce Planning, Workers Compensation, Applicant Tracking..., Job Descriptions, Performance Management, Succession Planning, Labor Relations, Talent Management, Talent Acquisition, Employee Engagement, HR Consulting, Legal Compliance, Kronos
Education
California Coast University 2014 — 2015
Bachelor’s Degree, Management, 3.5
Keiser University-Ft Lauderdale 2006 — 2009
Associate of Science (A.S.), Health Services Administration
Ryan Leary's MFS Investment Management Experience May 2015 - Present
Job Operations Analyst Intern at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management May 2015 - Present
MFS Investment Management June 2014 - January 2015
MFS Investment Management May 2013 - August 2013
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Accounting, Finance, Bloomberg, Investments, Teamwork, Customer Service, Economics, Financial Reporting, Mutual Funds, Internal Controls, Outlook, Financial Services
Education
Bryant University 2012 — 2016
Finance
MFS Investment Management May 2015 - Present
MFS Investment Management June 2014 - January 2015
MFS Investment Management May 2013 - August 2013
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Accounting, Finance, Bloomberg, Investments, Teamwork, Customer Service, Economics, Financial Reporting, Mutual Funds, Internal Controls, Outlook, Financial Services
Education
Bryant University 2012 — 2016
Finance
Fred Shane, CFE, MBA, MSPPM, MBE, FLMI Fred Shane, CFE, MBA, MSPPM, MBE, FLMI's MFS Investment Management Experience 2002 - 2004
Job Chief Risk Officer at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network August 2013 - Present
Financial Industry Regulatory Authority February 2013 - Present
Commonwealth Financial Network November 2010 - August 2013
YMCA January 2010 - 2013
Sun Life Financial October 2007 - October 2010
Sun Life Financial September 2005 - October 2007
John Hancock Investments September 2004 - September 2005
MFS Investment Management 2002 - 2004
John Hancock Financial Services September 2000 - February 2002
Evergreen Investments December 1999 - September 2000
Skills
Investments, Mutual Funds, Financial Services, Due Diligence, Securities, Asset Managment, Alternative Investments, Hedge Funds, Internal Controls, Asset Management, Insurance, Relationship Management, Wealth Management, Financial Advisory, Retirement, Risk Management, Enterprise Risk..., Fraud Detection, Project Management, FINRA, Compliance, Hold Series 7
Education
New England College of Business and Finance 2011 — 2014
Master's Degree, Masters in Business Ethics and Compliance, Graduate
Brandeis University 2006 — 2009
MSPM, Project Management
Nichols College 2001 — 2002
MBA, Business
University of Massachusetts, Amherst 1993 — 1997
University of Arizona
Newton South High Schools 1989 — 1993
High School
Commonwealth Financial Network August 2013 - Present
Financial Industry Regulatory Authority February 2013 - Present
Commonwealth Financial Network November 2010 - August 2013
YMCA January 2010 - 2013
Sun Life Financial October 2007 - October 2010
Sun Life Financial September 2005 - October 2007
John Hancock Investments September 2004 - September 2005
MFS Investment Management 2002 - 2004
John Hancock Financial Services September 2000 - February 2002
Evergreen Investments December 1999 - September 2000
Skills
Investments, Mutual Funds, Financial Services, Due Diligence, Securities, Asset Managment, Alternative Investments, Hedge Funds, Internal Controls, Asset Management, Insurance, Relationship Management, Wealth Management, Financial Advisory, Retirement, Risk Management, Enterprise Risk..., Fraud Detection, Project Management, FINRA, Compliance, Hold Series 7
Education
New England College of Business and Finance 2011 — 2014
Master's Degree, Masters in Business Ethics and Compliance, Graduate
Brandeis University 2006 — 2009
MSPM, Project Management
Nichols College 2001 — 2002
MBA, Business
University of Massachusetts, Amherst 1993 — 1997
University of Arizona
Newton South High Schools 1989 — 1993
High School
David Belle's MFS Investment Management Experience December 1999 - August 2000
Job Senior Program Manager, Tecnology Product Owner at American Express
Industry Information Technology and Services
Experience
American Express January 2015 - Present
American Express Serve March 2014 - Present
Auto Tag of America May 2013 - March 2014
DM Tine Business Consulting & Software Development August 2011 - April 2013
Preservesoft August 2009 - July 2011
REOSoftware, LLC. May 2005 - August 2009
Weathervane Contracting, LLC. December 2002 - October 2008
Morgan Stanley April 2001 - December 2002
Amerinet Financial Group August 2000 - April 2001
MFS Investment Management December 1999 - August 2000
Skills
SDLC- Methodology, Essential Unified..., Scrum (Development..., Project Risk & Growth..., Continuous integration..., Creative, Pragmatic..., Human Capital Leveraging, Optimizing..., Revenue Goal / Growth..., Business Startup, &..., Agile Project..., Organizational..., Exceptional leadership..., Performance Management, Agile Unified Process..., Start-ups, SDLC, Problem Solving, Team Building, Strategic Planning, Analysis, Optimization, Turnarounds, Team Leadership, Critical Thinking, Coaching, Analytics, Management Consulting, Optimizations, Leadership, Project Management, Negotiation, Sales, Turn Around Management, Agile Methodologies, Enterprise Software, CRM, Business Process, IT Strategy, Management, PMO, Requirements Analysis, Training, Business Analysis, Business Process..., Agile Project Management, Software Documentation
Education
Bridgewater State University 1991 — 1995
BS, Business
DHS 1983 — 1987
High School, College Prep
American Express January 2015 - Present
American Express Serve March 2014 - Present
Auto Tag of America May 2013 - March 2014
DM Tine Business Consulting & Software Development August 2011 - April 2013
Preservesoft August 2009 - July 2011
REOSoftware, LLC. May 2005 - August 2009
Weathervane Contracting, LLC. December 2002 - October 2008
Morgan Stanley April 2001 - December 2002
Amerinet Financial Group August 2000 - April 2001
MFS Investment Management December 1999 - August 2000
Skills
SDLC- Methodology, Essential Unified..., Scrum (Development..., Project Risk & Growth..., Continuous integration..., Creative, Pragmatic..., Human Capital Leveraging, Optimizing..., Revenue Goal / Growth..., Business Startup, &..., Agile Project..., Organizational..., Exceptional leadership..., Performance Management, Agile Unified Process..., Start-ups, SDLC, Problem Solving, Team Building, Strategic Planning, Analysis, Optimization, Turnarounds, Team Leadership, Critical Thinking, Coaching, Analytics, Management Consulting, Optimizations, Leadership, Project Management, Negotiation, Sales, Turn Around Management, Agile Methodologies, Enterprise Software, CRM, Business Process, IT Strategy, Management, PMO, Requirements Analysis, Training, Business Analysis, Business Process..., Agile Project Management, Software Documentation
Education
Bridgewater State University 1991 — 1995
BS, Business
DHS 1983 — 1987
High School, College Prep
La'Donna King's MFS Investment Management Experience October 2014 - January 2015
Job Administrative Assistant at MFS Investment Management
Industry Financial Services
Experience
GVD Corporation April 2015 - June 2015
MFS Investment Management October 2014 - January 2015
First Marblehead June 2014 - September 2014
State Street July 2013 - January 2014
Lowe's Home Improvement May 2013 - July 2013
Sovereign Bank October 2011 - August 2012
LEAH (Non-profit Organization) October 2010 - June 2011
White Stadium Sports Camp July 2010 - August 2010
The food project June 2010 - August 2010
MSPCA-Angell September 2009 - May 2010
Skills
Microsoft Office, Microsoft Excel, Writing, PowerPoint, Organization, Leadership, Proficient Typing Skills, Dependable Team Player, Customer Service, Problem Solving, Positive Team Player, Great Organizer, Highly detail oriented, Time Management, Critical Thinking, Sales, Data Entry, Access, Data Analysis, Microsoft Word, Outlook, Teamwork, Public Speaking
Education
Endicott College 2014 — 2016
Associate's degree, Agricultural Business and Management
Cambridge College 2013 — 2014
Financial operations, Business
Year Up 2013 — 2014
Accounting and Finance
GVD Corporation April 2015 - June 2015
MFS Investment Management October 2014 - January 2015
First Marblehead June 2014 - September 2014
State Street July 2013 - January 2014
Lowe's Home Improvement May 2013 - July 2013
Sovereign Bank October 2011 - August 2012
LEAH (Non-profit Organization) October 2010 - June 2011
White Stadium Sports Camp July 2010 - August 2010
The food project June 2010 - August 2010
MSPCA-Angell September 2009 - May 2010
Skills
Microsoft Office, Microsoft Excel, Writing, PowerPoint, Organization, Leadership, Proficient Typing Skills, Dependable Team Player, Customer Service, Problem Solving, Positive Team Player, Great Organizer, Highly detail oriented, Time Management, Critical Thinking, Sales, Data Entry, Access, Data Analysis, Microsoft Word, Outlook, Teamwork, Public Speaking
Education
Endicott College 2014 — 2016
Associate's degree, Agricultural Business and Management
Cambridge College 2013 — 2014
Financial operations, Business
Year Up 2013 — 2014
Accounting and Finance
Patrick Rogan Patrick Rogan's MFS Investment Management Experience 2004 - 2006
Job Web UX Guru & Entrepreneur
Industry Internet
Experience
Bloomberg LP April 2014 - Present
Chirpbug 2011 - Present
ResiModel, LLC January 2013 - March 2014
Homesite Insurance October 2010 - April 2011
Fidelity Charitable Services May 2006 - December 2009
MFS Investment Management 2004 - 2006
Lycos, Inc. 1996 - 2002
Skills
Agile Methodologies, Business, Java, Perl, SQL, Python, Analytics, Linux, Software Development, Unix, XML, Spring, Databases, JavaScript, Web Applications, Software Design, Distributed Systems, User Interface Design, REST, Object Oriented Design, Software Engineering, Apache, Scrum, Mobile Applications, Subversion, AJAX, Web Development, Java Enterprise Edition, Architecture, MySQL
Education
Carnegie Mellon University 1991 — 1996
BS, Cognitive Science
Bloomberg LP April 2014 - Present
Chirpbug 2011 - Present
ResiModel, LLC January 2013 - March 2014
Homesite Insurance October 2010 - April 2011
Fidelity Charitable Services May 2006 - December 2009
MFS Investment Management 2004 - 2006
Lycos, Inc. 1996 - 2002
Skills
Agile Methodologies, Business, Java, Perl, SQL, Python, Analytics, Linux, Software Development, Unix, XML, Spring, Databases, JavaScript, Web Applications, Software Design, Distributed Systems, User Interface Design, REST, Object Oriented Design, Software Engineering, Apache, Scrum, Mobile Applications, Subversion, AJAX, Web Development, Java Enterprise Edition, Architecture, MySQL
Education
Carnegie Mellon University 1991 — 1996
BS, Cognitive Science
Matt Muskrat Matt Muskrat's MFS Investment Management Experience January 2005 - April 2007
Job Compliance Analyst at GMO
Industry Investment Management
Experience
Grantham, Mayo and Van Otterloo April 2007 - Present
MFS Investment Management January 2005 - April 2007
MetLife March 2004 - January 2005
New England Securities March 2003 - March 2004
New England Financial January 2001 - January 2003
Skills
Mutual Funds, Securities, FINRA, Fixed Income, Alternative Investments, Series 7, Series 24, Hedge Funds, Derivatives, Investments, Legal Compliance, Securities Regulation
Education
Cambridge College 2005 — 2007
Masters, Management; Business
Keene State College 1995 — 1997
Southern Vermont College 1993 — 1995
Grantham, Mayo and Van Otterloo April 2007 - Present
MFS Investment Management January 2005 - April 2007
MetLife March 2004 - January 2005
New England Securities March 2003 - March 2004
New England Financial January 2001 - January 2003
Skills
Mutual Funds, Securities, FINRA, Fixed Income, Alternative Investments, Series 7, Series 24, Hedge Funds, Derivatives, Investments, Legal Compliance, Securities Regulation
Education
Cambridge College 2005 — 2007
Masters, Management; Business
Keene State College 1995 — 1997
Southern Vermont College 1993 — 1995
Peter Marsiglia's MFS Investment Management Experience April 1998 - April 2007
Job Director of GHR Risk, Compliance, and Audit
Industry Financial Services
Experience
State Street Bank and Trust January 2014 - Present
State Street Bank and Trust Company August 2012 - January 2014
State Street Bank January 2010 - August 2012
Deloitte & Touche LLP April 2007 - December 2010
MFS Investment Management April 1998 - April 2007
International Financial Data Services 1995 - 1998
New England Funds., L.P. September 1993 - September 1995
John Hancock Fund Services, Inc. July 1989 - September 1993
Skills
Mutual Funds, Compliance, Risk, Internal Controls, Risk Management, Vendor Management, Financial Analysis, Management Consulting, Financial Risk, Financial Services, Project Management, Management, Process Improvement, Business Analysis, Due Diligence, Mergers & Acquisitions, Auditing, Program Management, Internal Audit
Education
Bridgewater State University 1985 — 1989
Bachelor of Science May 89, Business Administration
State Street Bank and Trust January 2014 - Present
State Street Bank and Trust Company August 2012 - January 2014
State Street Bank January 2010 - August 2012
Deloitte & Touche LLP April 2007 - December 2010
MFS Investment Management April 1998 - April 2007
International Financial Data Services 1995 - 1998
New England Funds., L.P. September 1993 - September 1995
John Hancock Fund Services, Inc. July 1989 - September 1993
Skills
Mutual Funds, Compliance, Risk, Internal Controls, Risk Management, Vendor Management, Financial Analysis, Management Consulting, Financial Risk, Financial Services, Project Management, Management, Process Improvement, Business Analysis, Due Diligence, Mergers & Acquisitions, Auditing, Program Management, Internal Audit
Education
Bridgewater State University 1985 — 1989
Bachelor of Science May 89, Business Administration
Brion Hayes's MFS Investment Management Experience March 2015 - Present
Job Project Manger (Consultant) EPMO at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management March 2015 - Present
State Street 2011 - December 2014
Boston Data Group December 2010 - May 2011
Bank of America May 2005 - February 2009
State Street Corporation May 2001 - April 2005
Thomson Financial Software Solutions April 2000 - May 2001
Liberty Financial/Colonial Management May 1995 - April 2000
New Development May 1988 - April 1995
Bain and Company May 1985 - May 1988
Massachusetts Department of Revenue April 1981 - May 1985
Skills
Business Analysis, Vendor Management, SDLC, Financial Services, Mutual Funds
Education
Northeastern University
Post Graduate courses
University of Massachusetts
Post Graduate courses, Information Technology
Bridgewater State University
Bachelor of Science
Catholic Memorial
MFS Investment Management March 2015 - Present
State Street 2011 - December 2014
Boston Data Group December 2010 - May 2011
Bank of America May 2005 - February 2009
State Street Corporation May 2001 - April 2005
Thomson Financial Software Solutions April 2000 - May 2001
Liberty Financial/Colonial Management May 1995 - April 2000
New Development May 1988 - April 1995
Bain and Company May 1985 - May 1988
Massachusetts Department of Revenue April 1981 - May 1985
Skills
Business Analysis, Vendor Management, SDLC, Financial Services, Mutual Funds
Education
Northeastern University
Post Graduate courses
University of Massachusetts
Post Graduate courses, Information Technology
Bridgewater State University
Bachelor of Science
Catholic Memorial
Jack H Singleton Jack H Singleton's MFS Investment Management Experience 1993 - 1997
Job Domain Partner at Wipro Technologies
Industry Financial Services
Experience
Wipro Technologies January 2011 - December 2011
Nexperient, LLC April 2009 - December 2010
State Street 2006 - 2008
State Street 1999 - 2006
Putnam Investments 1997 - 1999
MFS Investment Management 1993 - 1997
Skills
Mutual Funds, Equities, Fixed Income, Asset Managment, Relationship Management, Securities, Financial Services, Strategy, Financial Risk, Business Analysis, Market Risk, Banking, Portfolio Management, Alternative Investments, Asset Management, Business Process..., Risk Management, Management, Business Intelligence, Valuation
Education
Bryant University 1971 — 1975
B.S., Finance
Wipro Technologies January 2011 - December 2011
Nexperient, LLC April 2009 - December 2010
State Street 2006 - 2008
State Street 1999 - 2006
Putnam Investments 1997 - 1999
MFS Investment Management 1993 - 1997
Skills
Mutual Funds, Equities, Fixed Income, Asset Managment, Relationship Management, Securities, Financial Services, Strategy, Financial Risk, Business Analysis, Market Risk, Banking, Portfolio Management, Alternative Investments, Asset Management, Business Process..., Risk Management, Management, Business Intelligence, Valuation
Education
Bryant University 1971 — 1975
B.S., Finance
Kendall Storch, CFP®,AIF®'s MFS Investment Management Experience 1993 - 1998
Job Principal at Longfellow Advisors
Industry Investment Management
Experience
Longfellow Advisors May 2000 - Present
LPL Financial 2009 - 2011
Tucker Anthony, Inc. January 1998 - April 2000
MFS Investment Management 1993 - 1998
Skills
Retirement Planning, Investments, Defined Benefit, Retirement Plan..., Investment Advisory, CRM, Business Planning, Qualified Retirement..., Vendor Management, Leadership, Integrated Marketing, Financial Advisory, 401k, Asset Allocation, BBQ, Defined Contribution, ERISA, Employee Benefits, Executive Pay, FINRA, Finance, Financial Services, Health Insurance, IRAs, Insurance, Life Insurance, Management, Mutual Funds, Profit Sharing, Retirement, Securities, Series 63, Wealth Management, Series 7
Education
Brandeis University 1988 — 1992
BA, Economics
Longfellow Advisors May 2000 - Present
LPL Financial 2009 - 2011
Tucker Anthony, Inc. January 1998 - April 2000
MFS Investment Management 1993 - 1998
Skills
Retirement Planning, Investments, Defined Benefit, Retirement Plan..., Investment Advisory, CRM, Business Planning, Qualified Retirement..., Vendor Management, Leadership, Integrated Marketing, Financial Advisory, 401k, Asset Allocation, BBQ, Defined Contribution, ERISA, Employee Benefits, Executive Pay, FINRA, Finance, Financial Services, Health Insurance, IRAs, Insurance, Life Insurance, Management, Mutual Funds, Profit Sharing, Retirement, Securities, Series 63, Wealth Management, Series 7
Education
Brandeis University 1988 — 1992
BA, Economics
Milana Fields's MFS Investment Management Experience September 2005 - May 2006
Job A financial research and due diligence professional seeking exciting work opportunities
Industry Financial Services
Experience
Research Foundation of CUNY September 2010 - March 2012
New England Private Wealth Advisors September 2009 - May 2010
Stillwater Capital Partners August 2007 - March 2009
Federal Reserve Bank of Boston June 2006 - September 2006
Greenwood Investments Inc February 2006 - September 2006
MFS Investment Management September 2005 - May 2006
Cambridge Consumers' Council January 2005 - August 2005
Skills
Investments, Valuation, Financial Reporting, Due Diligence, Analysis, Recruiting, Finance, Strategic Planning, Spanish, Training, Management, Marketing, Portfolio Management, Research, Economics, Hedge Funds, Statistics, Interviews, Securities, Project Management, Access, Public Speaking, Financial Analysis, Data Analysis
Education
Brandeis University, Lemberg - International Business School 2005 — 2007
MA in International Economics and Finance
Tel Aviv University 2006 — 2006
MA, Business, Marketing
Brandeis University 2004 — 2006
BA, Economics
Newton South High School 1998 — 2002
Research Foundation of CUNY September 2010 - March 2012
New England Private Wealth Advisors September 2009 - May 2010
Stillwater Capital Partners August 2007 - March 2009
Federal Reserve Bank of Boston June 2006 - September 2006
Greenwood Investments Inc February 2006 - September 2006
MFS Investment Management September 2005 - May 2006
Cambridge Consumers' Council January 2005 - August 2005
Skills
Investments, Valuation, Financial Reporting, Due Diligence, Analysis, Recruiting, Finance, Strategic Planning, Spanish, Training, Management, Marketing, Portfolio Management, Research, Economics, Hedge Funds, Statistics, Interviews, Securities, Project Management, Access, Public Speaking, Financial Analysis, Data Analysis
Education
Brandeis University, Lemberg - International Business School 2005 — 2007
MA in International Economics and Finance
Tel Aviv University 2006 — 2006
MA, Business, Marketing
Brandeis University 2004 — 2006
BA, Economics
Newton South High School 1998 — 2002
Greg Kinlan's MFS Investment Management Experience May 2012 - September 2012
Job Structured Finance Consultant at EY
Industry Financial Services
Experience
EY May 2014 - Present
BlackRock May 2013 - August 2013
MFS Investment Management May 2012 - September 2012
College Pro May 2011 - September 2011
Skills
Bloomberg, Fixed Income Analysis, Equity Research Analysis, Microsoft Operating..., Microsoft Office, Microsoft Excel, Windows Vista, Windows 7, PowerPoint, Portfolio Management, Data Analysis, Cardiology, Leadership, Structured Finance, Valuation, Fine Woodworking
Education
Villanova University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Entrepreneurship
Cass Business School 2012 — 2012
International Finance
Saint Sebastian's School 2007 — 2010
High School
Fenn School 2001 — 2007
EY May 2014 - Present
BlackRock May 2013 - August 2013
MFS Investment Management May 2012 - September 2012
College Pro May 2011 - September 2011
Skills
Bloomberg, Fixed Income Analysis, Equity Research Analysis, Microsoft Operating..., Microsoft Office, Microsoft Excel, Windows Vista, Windows 7, PowerPoint, Portfolio Management, Data Analysis, Cardiology, Leadership, Structured Finance, Valuation, Fine Woodworking
Education
Villanova University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Entrepreneurship
Cass Business School 2012 — 2012
International Finance
Saint Sebastian's School 2007 — 2010
High School
Fenn School 2001 — 2007
Paul Cotofana's MFS Investment Management Experience January 2007 - November 2007
Job Regional Supervision Manager at SagePoint Financial
Industry Financial Services
Experience
AIG Advisor Group July 2014 - Present
SagePoint Financial April 2013 - April 2015
SagPoint Financial, AIG Advisor Group May 2010 - April 2013
SagePoint Financial, AIG AdvisorGroup December 2007 - May 2010
MFS Investment Management January 2007 - November 2007
Skills
Series 7, Finance, Securities, Networking, Mutual Funds, Series 63, Series 66, Series 24, Series 53, Suitability Review, Transaction Review, Account Supervision, Financial Advisory, Investments, Relationship Management, Retirement Planning, Alternative Investments, Financial Services, FINRA
Education
California State University-Chico 2001 — 2003
Bachelor of Business Administration (BBA), Business Administration/Marketing
California State University-Chico 2001 — 2003
Bachelor's Degree, Business Administration with concentration in Marketing, 3.5
AIG Advisor Group July 2014 - Present
SagePoint Financial April 2013 - April 2015
SagPoint Financial, AIG Advisor Group May 2010 - April 2013
SagePoint Financial, AIG AdvisorGroup December 2007 - May 2010
MFS Investment Management January 2007 - November 2007
Skills
Series 7, Finance, Securities, Networking, Mutual Funds, Series 63, Series 66, Series 24, Series 53, Suitability Review, Transaction Review, Account Supervision, Financial Advisory, Investments, Relationship Management, Retirement Planning, Alternative Investments, Financial Services, FINRA
Education
California State University-Chico 2001 — 2003
Bachelor of Business Administration (BBA), Business Administration/Marketing
California State University-Chico 2001 — 2003
Bachelor's Degree, Business Administration with concentration in Marketing, 3.5
Dianne Lotti's MFS Investment Management Experience April 2014 - Present
Job Sr. Business System Analyst at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management April 2014 - Present
BNY Mellon Asset Servicing February 2006 - April 2014
PFPC (Now known as BNY Mellon Asset Servicing) April 2002 - February 2006
Pioneer Investments January 1989 - April 2002
Skills
Systems Analysis, Business Analysis, System Testing, GUI Testing, Relational database..., SDLC methodology -..., Project Management..., Document Management..., Microsoft Office Visio,..., Crystal Reports, Business Objects, Browser capabilities..., Quality Assurance, Mutual Funds, SQL, Risk Management, Software Documentation
Education
Clark University 1999 — 2000
MCSE NT Certification
Eastern Nazarene College 1994 — 1995
BS, Business
MFS Investment Management April 2014 - Present
BNY Mellon Asset Servicing February 2006 - April 2014
PFPC (Now known as BNY Mellon Asset Servicing) April 2002 - February 2006
Pioneer Investments January 1989 - April 2002
Skills
Systems Analysis, Business Analysis, System Testing, GUI Testing, Relational database..., SDLC methodology -..., Project Management..., Document Management..., Microsoft Office Visio,..., Crystal Reports, Business Objects, Browser capabilities..., Quality Assurance, Mutual Funds, SQL, Risk Management, Software Documentation
Education
Clark University 1999 — 2000
MCSE NT Certification
Eastern Nazarene College 1994 — 1995
BS, Business
Katelyn Mensi Katelyn Mensi's MFS Investment Management Experience January 2011 - March 2015
Job Marketing Associate at Beaumont Capital Management (BCM)
Industry Marketing and Advertising
Experience
Beaumont Capital Management (BCM) April 2015 - Present
MFS Investment Management January 2011 - March 2015
TSL Marketing October 2010 - January 2011
John Hancock Life Insurance Company (U.S.A.) January 2010 - July 2010
Ame and Lulu May 2009 - August 2009
Boston University Office of the President June 2008 - August 2009
Student Advantage May 2008 - August 2008
Skills
Marketing, Email Marketing, CRM, Press Releases, Negotiation, Sales, Analysis, Business Development, Customer Service, Marketing Strategy, Salesforce.com, Investments, Market Research, Social Media Marketing
Education
Boston University - School of Management 2005 — 2009
BS, Marketing
Imperial College London 2006 — 2006
Boston University Studied Abroad Program
Beaumont Capital Management (BCM) April 2015 - Present
MFS Investment Management January 2011 - March 2015
TSL Marketing October 2010 - January 2011
John Hancock Life Insurance Company (U.S.A.) January 2010 - July 2010
Ame and Lulu May 2009 - August 2009
Boston University Office of the President June 2008 - August 2009
Student Advantage May 2008 - August 2008
Skills
Marketing, Email Marketing, CRM, Press Releases, Negotiation, Sales, Analysis, Business Development, Customer Service, Marketing Strategy, Salesforce.com, Investments, Market Research, Social Media Marketing
Education
Boston University - School of Management 2005 — 2009
BS, Marketing
Imperial College London 2006 — 2006
Boston University Studied Abroad Program
Jordan Jiskra Jordan Jiskra's MFS Investment Management Experience June 2000 - March 2002
Job Sr. Sales Planning Manager at Burton Snowboards
Industry Sports
Experience
Burton Snowboards October 2002 - Present
Proximity March 2002 - October 2002
MFS Investment Management June 2000 - March 2002
Education
Brown University 1996 — 2000
BA, Business
Burton Snowboards October 2002 - Present
Proximity March 2002 - October 2002
MFS Investment Management June 2000 - March 2002
Education
Brown University 1996 — 2000
BA, Business
David Leinen David Leinen's MFS Investment Management Experience June 2015 - Present
Job Assist Center Analyst at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management June 2015 - Present
MFS Investment Management December 2012 - June 2015
MFS Investment Management September 2010 - December 2012
The Whiteside Investing Group October 2008 - May 2009
Education
Bowdoin College 2005 — 2009
Bachelor of Arts, Economics and Physics
The Tuck School of Business at Dartmouth 2008 — 2008
University of Sydney 2008 — 2008
MFS Investment Management June 2015 - Present
MFS Investment Management December 2012 - June 2015
MFS Investment Management September 2010 - December 2012
The Whiteside Investing Group October 2008 - May 2009
Education
Bowdoin College 2005 — 2009
Bachelor of Arts, Economics and Physics
The Tuck School of Business at Dartmouth 2008 — 2008
University of Sydney 2008 — 2008
David Grebber David Grebber's MFS Investment Management Experience 1994 - 2004
Job Advanced Markets attorney with ERISA, insurance, tax, business development, and complex estate planning experience.
Industry Law Practice
Experience
New York Life Insurance Company January 2015 - Present
Farmers Life Insurance Company June 2009 - January 2015
MetLife May 2005 - May 2009
MFS Investment Management 1994 - 2004
Sun Life of Canada April 1990 - June 1994
Skills
Employee Benefits, Insurance, Estate Planning, Retirement Planning, Fixed Annuities, Securities, Investments, Financial Services, Life Insurance, Financial Planners, IRAs, Finance
Education
Boston University School of Law 1991 — 1994
LLM, Tax Law
Western New England College School of Law 1986 — 1989
JD, Law
University of Rochester 1982 — 1986
BA, English
Needham High School 1979 — 1982
New York Life Insurance Company January 2015 - Present
Farmers Life Insurance Company June 2009 - January 2015
MetLife May 2005 - May 2009
MFS Investment Management 1994 - 2004
Sun Life of Canada April 1990 - June 1994
Skills
Employee Benefits, Insurance, Estate Planning, Retirement Planning, Fixed Annuities, Securities, Investments, Financial Services, Life Insurance, Financial Planners, IRAs, Finance
Education
Boston University School of Law 1991 — 1994
LLM, Tax Law
Western New England College School of Law 1986 — 1989
JD, Law
University of Rochester 1982 — 1986
BA, English
Needham High School 1979 — 1982
Stephen Previte Stephen Previte's MFS Investment Management Experience April 2015 - June 2015
Job Administrative Specialist, Mathematics & Statistics at Cengage Learning
Industry Information Technology and Services
Experience
MFS Investment Management April 2015 - June 2015
nofomo September 2014 - January 2015
The Place Boston June 2012 - August 2014
The Massachusetts Executive Office of Labor and Workforce Development (EOLWD) June 2012 - October 2012
Nelson Mullins Riley & Scarborough, LLP November 2011 - March 2012
Skills
Client Development, Data Analysis, Legal Research, Legal Writing, Customer Relations, Inventory Management, Supervisory Skills, Content Marketing, Social Media Marketing, Direct Sales, International Business..., Early-stage Startups, Marketing, Content Development, Legal Contract Review, Intellectual Property, Sales Presentations, Sales Operations, Marketing Research, Data Entry, Product Presentation, B2B Marketing, Management, CRM, Training, Sales, Customer Service, Leadership, Microsoft Office, Microsoft Excel, PowerPoint, Social Media, Research, Event Planning, Social Networking
Education
Suffolk University Law School 2011 — 2014
J.D., International Law
Bridgewater State University 2006 — 2010
Bachelor's Degree, Business Administration, Minor: Economics, Cum Laude
MFS Investment Management April 2015 - June 2015
nofomo September 2014 - January 2015
The Place Boston June 2012 - August 2014
The Massachusetts Executive Office of Labor and Workforce Development (EOLWD) June 2012 - October 2012
Nelson Mullins Riley & Scarborough, LLP November 2011 - March 2012
Skills
Client Development, Data Analysis, Legal Research, Legal Writing, Customer Relations, Inventory Management, Supervisory Skills, Content Marketing, Social Media Marketing, Direct Sales, International Business..., Early-stage Startups, Marketing, Content Development, Legal Contract Review, Intellectual Property, Sales Presentations, Sales Operations, Marketing Research, Data Entry, Product Presentation, B2B Marketing, Management, CRM, Training, Sales, Customer Service, Leadership, Microsoft Office, Microsoft Excel, PowerPoint, Social Media, Research, Event Planning, Social Networking
Education
Suffolk University Law School 2011 — 2014
J.D., International Law
Bridgewater State University 2006 — 2010
Bachelor's Degree, Business Administration, Minor: Economics, Cum Laude
Alexandria Campbell's MFS Investment Management Experience May 2015 - Present
Job Student at Brandeis University
Industry Investment Management
Experience
MFS Investment Management May 2015 - Present
The Posse Foundation June 2014 - August 2014
Brandeis University October 2013 - May 2014
Skills
Public Speaking, Spanish, Event Planning, PowerPoint, Microsoft Office, Team Leadership, Team Building, Microsoft Word, Microsoft Excel, Social Media, Community Outreach, Leadership
Education
Brandeis University 2012 — 2016
Bachelor of Arts (B.A.), International/Global Studies
CIEE- Barcelona Business + Culture 2015 — 2015
Business and Culture
Danish Institute of Study Abroad 2014 — 2014
Sociology: Cultural Diversity and Social Capital
MFS Investment Management May 2015 - Present
The Posse Foundation June 2014 - August 2014
Brandeis University October 2013 - May 2014
Skills
Public Speaking, Spanish, Event Planning, PowerPoint, Microsoft Office, Team Leadership, Team Building, Microsoft Word, Microsoft Excel, Social Media, Community Outreach, Leadership
Education
Brandeis University 2012 — 2016
Bachelor of Arts (B.A.), International/Global Studies
CIEE- Barcelona Business + Culture 2015 — 2015
Business and Culture
Danish Institute of Study Abroad 2014 — 2014
Sociology: Cultural Diversity and Social Capital
Hervert Mendez, MSc Finance Hervert Mendez, MSc Finance's MFS Investment Management Experience March 2015 - June 2015
Job Operations Analyst at State Street
Industry Investment Management
Experience
State Street July 2015 - Present
MFS Investment Management March 2015 - June 2015
JPMorgan Chase February 2014 - September 2014
Amplify Trading June 2013 - August 2013
Hult International Business School September 2012 - August 2013
Navigant March 2013 - June 2013
Skills
Financial Modeling, Financial Analysis, Management, Capital Budgeting, Teamwork, Financial Market..., Business Strategy, Investment Management, Financial Forecasting, Investments, Portfolio Management, Equity Valuation, Corporate Finance, Marketing Strategy, Market Research, Microsoft Office, Data Analysis, DCF Valuation, Leadership, Risk Management, Structured Finance, Strategic Planning, Trading, Public Speaking, Microsoft Excel, Valuation, Finance, Equities, Equity Research, Bloomberg, Analysis, Banking, Forecasting, Derivatives, Economics, PowerPoint, Consulting, Accounting, Capital Markets, Microsoft Word, Customer Service
Education
Hult International Business School-London 2012 — 2013
Master of Science (MSc), Finance
Kingston University 2009 — 2010
Finance and Economics
California State University-Northridge 2007 — 2010
Bachelor of Science (BS), Finance
Los Angeles Pierce College 2005 — 2007
Associate of Arts (A.A.)
State Street July 2015 - Present
MFS Investment Management March 2015 - June 2015
JPMorgan Chase February 2014 - September 2014
Amplify Trading June 2013 - August 2013
Hult International Business School September 2012 - August 2013
Navigant March 2013 - June 2013
Skills
Financial Modeling, Financial Analysis, Management, Capital Budgeting, Teamwork, Financial Market..., Business Strategy, Investment Management, Financial Forecasting, Investments, Portfolio Management, Equity Valuation, Corporate Finance, Marketing Strategy, Market Research, Microsoft Office, Data Analysis, DCF Valuation, Leadership, Risk Management, Structured Finance, Strategic Planning, Trading, Public Speaking, Microsoft Excel, Valuation, Finance, Equities, Equity Research, Bloomberg, Analysis, Banking, Forecasting, Derivatives, Economics, PowerPoint, Consulting, Accounting, Capital Markets, Microsoft Word, Customer Service
Education
Hult International Business School-London 2012 — 2013
Master of Science (MSc), Finance
Kingston University 2009 — 2010
Finance and Economics
California State University-Northridge 2007 — 2010
Bachelor of Science (BS), Finance
Los Angeles Pierce College 2005 — 2007
Associate of Arts (A.A.)
Daniel Morse Daniel Morse's MFS Investment Management Experience October 2009 - December 2010
Job Institutional Investor Services Senior Associate
Industry Financial Services
Experience
State Street December 2010 - Present
MFS Investment Management October 2009 - December 2010
Skills
Mutual Funds, Microsoft Office, Deadline Driven, Managing Deadlines, Organized Multi-tasker, Time Management, Investments, Creative Problem Solving, Superior Client Service, Analysis, Self-starter, Trading, Communication Skills, Risk Management, Wealth Management, Securities, Financial Analysis, Bloomberg, Client Services, Global Custody
Education
UMass Boston 2006 — 2009
Bachelor's degree, Business Management, Finance
Cape Cod Community College 2004 — 2006
State Street December 2010 - Present
MFS Investment Management October 2009 - December 2010
Skills
Mutual Funds, Microsoft Office, Deadline Driven, Managing Deadlines, Organized Multi-tasker, Time Management, Investments, Creative Problem Solving, Superior Client Service, Analysis, Self-starter, Trading, Communication Skills, Risk Management, Wealth Management, Securities, Financial Analysis, Bloomberg, Client Services, Global Custody
Education
UMass Boston 2006 — 2009
Bachelor's degree, Business Management, Finance
Cape Cod Community College 2004 — 2006
Jacqueline Brock Jacqueline Brock's MFS Investment Management Experience March 1999 - June 2001
Job Senior Business Analyst
Industry Financial Services
Experience
ING U.S. April 2010 - Present
ING North America formerly Citistreet Legacy April 2005 - 2007
Putnam Investments August 2004 - April 2005
MFS Investment Management March 1999 - June 2001
Skills
Payroll, Cash Management, Mutual Funds, Account Reconciliation, CRM
Education
Bristol Community College 1993 — 1994
certificate, business
ING U.S. April 2010 - Present
ING North America formerly Citistreet Legacy April 2005 - 2007
Putnam Investments August 2004 - April 2005
MFS Investment Management March 1999 - June 2001
Skills
Payroll, Cash Management, Mutual Funds, Account Reconciliation, CRM
Education
Bristol Community College 1993 — 1994
certificate, business
Casey Quinn Beal Casey Quinn Beal's MFS Investment Management Experience May 2007 - August 2007
Job Data & Audience Partnerships
Industry Internet
Experience
Facebook July 2014 - Present
BCV June 2013 - August 2013
KurzweilAI.Net January 2012 - June 2012
Kurzweil Technologies, Inc. August 2008 - December 2011
MFS Investment Management May 2007 - August 2007
EMC May 2006 - August 2006
Skills
Project Management, Social Media, Entrepreneurship, New Business Development, Social Media Marketing, Marketing, Business Development, Public Speaking, Marketing Communications, Start-ups, Data Analysis, Market Research, Competitive Analysis, Online Marketing, Analytics
Education
Darden Graduate School of Business Administration 2012 — 2014
Master of Business Administration (MBA)
Bucknell University 2004 — 2008
BA, Psychology, Political Science
Facebook July 2014 - Present
BCV June 2013 - August 2013
KurzweilAI.Net January 2012 - June 2012
Kurzweil Technologies, Inc. August 2008 - December 2011
MFS Investment Management May 2007 - August 2007
EMC May 2006 - August 2006
Skills
Project Management, Social Media, Entrepreneurship, New Business Development, Social Media Marketing, Marketing, Business Development, Public Speaking, Marketing Communications, Start-ups, Data Analysis, Market Research, Competitive Analysis, Online Marketing, Analytics
Education
Darden Graduate School of Business Administration 2012 — 2014
Master of Business Administration (MBA)
Bucknell University 2004 — 2008
BA, Psychology, Political Science
Aviva R. Yoffe, MSA, ARPC Aviva R. Yoffe, MSA, ARPC's MFS Investment Management Experience October 1995 - March 2008
Job John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Life Insurance Company (U.S.A.) August 2012 - Present
The Hartford September 2009 - August 2012
PartnerComm, Inc. April 2008 - August 2009
MFS Investment Management October 1995 - March 2008
Mercer November 1983 - January 1993
Skills
Client Relationship..., Client Retention, Event Management, Retirement, 401k, Plan Design, Marketing Communications, Employee Benefits, CRM, Account Management, Business Planning, Strategic Communications, Management, Mutual Funds, Human Resources, Customer Retention, Series 63, Series 7, Relationship Management, Retirement Planning, Insurance, Financial Services, Investments
Education
State University of New York at Buffalo - School of Management
Bachelor of Science, Accounting
Central Michigan University
Masters of Science in Administration, Human Resources
John Hancock Life Insurance Company (U.S.A.) August 2012 - Present
The Hartford September 2009 - August 2012
PartnerComm, Inc. April 2008 - August 2009
MFS Investment Management October 1995 - March 2008
Mercer November 1983 - January 1993
Skills
Client Relationship..., Client Retention, Event Management, Retirement, 401k, Plan Design, Marketing Communications, Employee Benefits, CRM, Account Management, Business Planning, Strategic Communications, Management, Mutual Funds, Human Resources, Customer Retention, Series 63, Series 7, Relationship Management, Retirement Planning, Insurance, Financial Services, Investments
Education
State University of New York at Buffalo - School of Management
Bachelor of Science, Accounting
Central Michigan University
Masters of Science in Administration, Human Resources
Angel Mojica Angel Mojica's MFS Investment Management Experience December 2006 - February 2007
Job Senior Accounts Payable Representative at Ropes & Gray LLP
Industry Financial Services
Experience
Ropes & Gray LLP June 2012 - Present
Best Doctors December 2011 - June 2012
Choate, Hall & Stewart October 2007 - December 2011
Fish & Richardson May 2007 - October 2007
MFS Investment Management December 2006 - February 2007
Chelsea Housing Authority January 2000 - January 2006
Skills
Outlook, Microsoft Office, Excel, Word, Accounts Payable, Customer Service, PowerPoint, Accounting, Data Entry, General Ledger, Administration, Purchasing, Elite, Great Plains Software, Chrome River, Microsoft Excel, Spreadsheets, Contract Negotiation, Access, Microsoft Word, Account Reconciliation, Accounts Receivable, Invoicing, Administrative..., Expenses, Financial Analysis, QuickBooks, Payroll, Finance, Financial Reporting, Process Improvement
Education
Southern New Hampshire University 2014 — 2016
Master of Business Administration (MBA)
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2012
Business Administration
Bunker Hill Community College 2005 — 2007
AS
Bunker Hill Community College 2003 — 2005
Associate Degree
Ropes & Gray LLP June 2012 - Present
Best Doctors December 2011 - June 2012
Choate, Hall & Stewart October 2007 - December 2011
Fish & Richardson May 2007 - October 2007
MFS Investment Management December 2006 - February 2007
Chelsea Housing Authority January 2000 - January 2006
Skills
Outlook, Microsoft Office, Excel, Word, Accounts Payable, Customer Service, PowerPoint, Accounting, Data Entry, General Ledger, Administration, Purchasing, Elite, Great Plains Software, Chrome River, Microsoft Excel, Spreadsheets, Contract Negotiation, Access, Microsoft Word, Account Reconciliation, Accounts Receivable, Invoicing, Administrative..., Expenses, Financial Analysis, QuickBooks, Payroll, Finance, Financial Reporting, Process Improvement
Education
Southern New Hampshire University 2014 — 2016
Master of Business Administration (MBA)
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2012
Business Administration
Bunker Hill Community College 2005 — 2007
AS
Bunker Hill Community College 2003 — 2005
Associate Degree
Sean Korduner, CFA Sean Korduner, CFA's MFS Investment Management Experience June 2010 - August 2010
Job Vice President Analyst at First Pacific Advisors
Industry Investment Management
Experience
First Pacific Advisors April 2013 - Present
Hotchkis and Wiley Capital Management July 2011 - March 2013
MFS Investment Management June 2010 - August 2010
DBI Capital June 2007 - July 2009
Deloitte & Touche September 2005 - June 2007
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Finance
California Polytechnic State University-San Luis Obispo 2001 — 2005
BS, Business Administration - Accounting
First Pacific Advisors April 2013 - Present
Hotchkis and Wiley Capital Management July 2011 - March 2013
MFS Investment Management June 2010 - August 2010
DBI Capital June 2007 - July 2009
Deloitte & Touche September 2005 - June 2007
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Finance
California Polytechnic State University-San Luis Obispo 2001 — 2005
BS, Business Administration - Accounting
John Kacoyannakis John Kacoyannakis's MFS Investment Management Experience May 2009 - October 2009
Job Corporate Counsel at Liberty Mutual Insurance
Industry Law Practice
Experience
Liberty Mutual Insurance October 2010 - Present
Decision Resources April 2010 - May 2010
Law Offices of John Kacoyannakis September 2009 - March 2010
MFS Investment Management May 2009 - October 2009
Edwards Angell Palmer & Dodge June 1994 - April 2009
Day, Berry & Howard August 1990 - May 1994
Cambridge Isotope Laboratories, Inc. August 1985 - August 1987
Skills
Corporate Transactions, Structured Finance, Debt, Private Equity, Negotiating Contracts, Corporate Law, Aircraft Leasing, Tax Credits, Mergers, Contract Negotiation, Intellectual Property, Venture Capital, Corporate Venture..., Licensing, Mergers & Acquisitions, Bankruptcy, Commercial Real Estate, Acquisitions, Corporate Governance, Commercial Lending, Legal Writing
Education
Boston University School of Law 1987 — 1990
JD, Law
University of Michigan 1983 — 1985
MS, Organic Chemistry
University of Massachusetts, Amherst 1979 — 1983
BS, Chemistry
Minnechaug Regional High School 1975 — 1979
Diploma
Liberty Mutual Insurance October 2010 - Present
Decision Resources April 2010 - May 2010
Law Offices of John Kacoyannakis September 2009 - March 2010
MFS Investment Management May 2009 - October 2009
Edwards Angell Palmer & Dodge June 1994 - April 2009
Day, Berry & Howard August 1990 - May 1994
Cambridge Isotope Laboratories, Inc. August 1985 - August 1987
Skills
Corporate Transactions, Structured Finance, Debt, Private Equity, Negotiating Contracts, Corporate Law, Aircraft Leasing, Tax Credits, Mergers, Contract Negotiation, Intellectual Property, Venture Capital, Corporate Venture..., Licensing, Mergers & Acquisitions, Bankruptcy, Commercial Real Estate, Acquisitions, Corporate Governance, Commercial Lending, Legal Writing
Education
Boston University School of Law 1987 — 1990
JD, Law
University of Michigan 1983 — 1985
MS, Organic Chemistry
University of Massachusetts, Amherst 1979 — 1983
BS, Chemistry
Minnechaug Regional High School 1975 — 1979
Diploma
Tige Hofer, CIMC's MFS Investment Management Experience 2000 - 2002
Job Regional Director at Delaware Investments
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group 2010 - Present
Merrill Lynch July 2006 - December 2009
Dreyfus Investments June 2004 - July 2006
MFS Investment Management 2000 - 2002
ING Funds 1998 - 2000
Skills
Public Speaking, Mutual Funds, Separately Managed..., Separate Accounts, 401k, Retirement Planning, Managed Futures, Private Equity, Venture Capital, Real Estate, ETFs, Asset Allocation, Asset Managment, Investments, Finance, Banking, Alternative Investments, Series 7, Series 63, Wealth Management, Investment Advisory, Investment Management, Investment Strategies, Asset Management, Financial Services, Portfolio Management, Financial Advisory, Hedge Funds, Securities, Fixed Income, Equities, Retirement, Series 65, Wealth Management..., Management, Strategy, Financial Planning, Sales, Insurance, Wealth, Relationship Management, Financial Analysis, Funding, Strategic Planning, Consulting, Due Diligence, Financial Modeling, FINRA, Bonds, Risk Management
Education
California Western School of Law 1997 — 1998
Law
University of Arizona 1989 — 1993
BS, Psychology, Biochemistry
Scottsdale Christian Academy 1986 — 1989
High School, General
Delaware Investments, a member of the Macquarie Group 2010 - Present
Merrill Lynch July 2006 - December 2009
Dreyfus Investments June 2004 - July 2006
MFS Investment Management 2000 - 2002
ING Funds 1998 - 2000
Skills
Public Speaking, Mutual Funds, Separately Managed..., Separate Accounts, 401k, Retirement Planning, Managed Futures, Private Equity, Venture Capital, Real Estate, ETFs, Asset Allocation, Asset Managment, Investments, Finance, Banking, Alternative Investments, Series 7, Series 63, Wealth Management, Investment Advisory, Investment Management, Investment Strategies, Asset Management, Financial Services, Portfolio Management, Financial Advisory, Hedge Funds, Securities, Fixed Income, Equities, Retirement, Series 65, Wealth Management..., Management, Strategy, Financial Planning, Sales, Insurance, Wealth, Relationship Management, Financial Analysis, Funding, Strategic Planning, Consulting, Due Diligence, Financial Modeling, FINRA, Bonds, Risk Management
Education
California Western School of Law 1997 — 1998
Law
University of Arizona 1989 — 1993
BS, Psychology, Biochemistry
Scottsdale Christian Academy 1986 — 1989
High School, General
Kerry Dwyer Matchak Kerry Dwyer Matchak's MFS Investment Management Experience 2003 - 2009
Job Client Services & Marketing Professional
Industry Financial Services
Experience
Loomis, Sayles & Company 2015 - Present
Natixis Global Asset Management 2013 - 2015
BNP Paribas 2011 - 2013
U.S. Boston Capital Corp 2009 - 2011
MFS Investment Management 2003 - 2009
Education
Boston University - School of Management 2007 — 2009
Graduate School of Business
The Catholic University of America 1999 — 2003
BS, Business
Notre Dame Academy - Hingham 1995 — 1999
Loomis, Sayles & Company 2015 - Present
Natixis Global Asset Management 2013 - 2015
BNP Paribas 2011 - 2013
U.S. Boston Capital Corp 2009 - 2011
MFS Investment Management 2003 - 2009
Education
Boston University - School of Management 2007 — 2009
Graduate School of Business
The Catholic University of America 1999 — 2003
BS, Business
Notre Dame Academy - Hingham 1995 — 1999
Cameron Davies Cameron Davies's MFS Investment Management Experience April 2015 - Present
Job Sales/Relationship Coordinator at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management April 2015 - Present
MFS Investment Management June 2013 - March 2015
BMO March 2012 - September 2012
Newedge Canada May 2011 - August 2011
BMO Financial Group May 2010 - December 2010
BMO Nesbitt Burns May 2009 - August 2009
ScotiaMcLeod May 2008 - August 2008
Skills
Microsoft Excel, Teamwork, Investments, Mutual Funds, Microsoft Office, English, Marketing, Market Research, Financial Analysis, Business Strategy, Portfolio Management, Marketing Strategy, Marketing Communications, Social Media Marketing, Project Planning, Public Relations, Entrepreneurship, Advertising, Strategic Planning
Education
Carleton University 2007 — 2011
BComm, International Business, Economics, Co-operative Education
NTCI 2003 — 2007
MFS Investment Management April 2015 - Present
MFS Investment Management June 2013 - March 2015
BMO March 2012 - September 2012
Newedge Canada May 2011 - August 2011
BMO Financial Group May 2010 - December 2010
BMO Nesbitt Burns May 2009 - August 2009
ScotiaMcLeod May 2008 - August 2008
Skills
Microsoft Excel, Teamwork, Investments, Mutual Funds, Microsoft Office, English, Marketing, Market Research, Financial Analysis, Business Strategy, Portfolio Management, Marketing Strategy, Marketing Communications, Social Media Marketing, Project Planning, Public Relations, Entrepreneurship, Advertising, Strategic Planning
Education
Carleton University 2007 — 2011
BComm, International Business, Economics, Co-operative Education
NTCI 2003 — 2007
Felecia Paul Felecia Paul's MFS Investment Management Experience March 1999 - May 2007
Job Applications Analyst at Partners HealthCare
Industry Information Technology and Services
Experience
Partners HealthCare May 2009 - Present
Partners HealthCare January 2008 - Present
Cambridge College May 2007 - August 2007
MFS Investment Management March 1999 - May 2007
Skills
Access, Process Improvement, Analysis, Visio, Software Documentation, Social Media, SharePoint, Vendor Management, Leadership, Outlook, Microsoft Excel, Troubleshooting, Project Management, PeopleSoft, System Administration, Healthcare, Business Analysis, SDLC, Program Management, Management, Change Management, Data Analysis
Education
Cambridge College 2005 — 2008
BS, Management Studies
Northeastern University
Computer and Information Sciences and Support Services
Partners HealthCare May 2009 - Present
Partners HealthCare January 2008 - Present
Cambridge College May 2007 - August 2007
MFS Investment Management March 1999 - May 2007
Skills
Access, Process Improvement, Analysis, Visio, Software Documentation, Social Media, SharePoint, Vendor Management, Leadership, Outlook, Microsoft Excel, Troubleshooting, Project Management, PeopleSoft, System Administration, Healthcare, Business Analysis, SDLC, Program Management, Management, Change Management, Data Analysis
Education
Cambridge College 2005 — 2008
BS, Management Studies
Northeastern University
Computer and Information Sciences and Support Services
Bill Brooks's MFS Investment Management Experience October 2011 - November 2012
Job Global Chief Data Architect
Industry Information Technology and Services
Experience
Mercer November 2012 - Present
MFS Investment Management October 2011 - November 2012
MFS Investment Management September 2000 - October 2011
Children's Hospital, Boston September 1997 - August 2000
Skills
Data Management, Training, Data Modeling, Data Analysis, SQL, Business Intelligence, Business Analysis, Data Warehousing, Enterprise Architecture, Data Quality, ETL, Microsoft SQL Server, EAI, XML, WebSphere Message Broker, Informatica, Embarcadero, Public Speaking, Certified Scrum Master..., Database Design, Oracle, Strategy, Data Integration, SDLC, Integration
Education
Emmanuel College 1999 — 2001
BSBA, Business
Bunker Hill Community College 1995 — 1997
ASN, Nursing
Emerson College 1992 — 1993
BFA program, Technical Theater
Illinois Mathematics and Science Academy 1989 — 1992
Mercer November 2012 - Present
MFS Investment Management October 2011 - November 2012
MFS Investment Management September 2000 - October 2011
Children's Hospital, Boston September 1997 - August 2000
Skills
Data Management, Training, Data Modeling, Data Analysis, SQL, Business Intelligence, Business Analysis, Data Warehousing, Enterprise Architecture, Data Quality, ETL, Microsoft SQL Server, EAI, XML, WebSphere Message Broker, Informatica, Embarcadero, Public Speaking, Certified Scrum Master..., Database Design, Oracle, Strategy, Data Integration, SDLC, Integration
Education
Emmanuel College 1999 — 2001
BSBA, Business
Bunker Hill Community College 1995 — 1997
ASN, Nursing
Emerson College 1992 — 1993
BFA program, Technical Theater
Illinois Mathematics and Science Academy 1989 — 1992
Chip Parsons's MFS Investment Management Experience 2006 - 2011
Job Leadership Recruiter
Industry Human Resources
Experience
Phoenix Children's Hospital February 2012 - Present
MFS Investment Management 2006 - 2011
MFS Investment Management November 2001 - June 2006
Skills
Human Resources, Talent Acquisition, Employee Relations, Onboarding, Recruiting, Applicant Tracking..., Leadership, Benefits Administration, Succession Planning, Leadership Development, Talent Management, Healthcare, Employee Benefits, Deferred Compensation
Education
Grand Canyon University
MS, Leadership
Bowling Green State University
BA, Communications, Minor in Marketing
Richmond, The American International University in London 1995 — 1995
Organizational Behavior, Business Management, The European Union, Photography
Phoenix Children's Hospital February 2012 - Present
MFS Investment Management 2006 - 2011
MFS Investment Management November 2001 - June 2006
Skills
Human Resources, Talent Acquisition, Employee Relations, Onboarding, Recruiting, Applicant Tracking..., Leadership, Benefits Administration, Succession Planning, Leadership Development, Talent Management, Healthcare, Employee Benefits, Deferred Compensation
Education
Grand Canyon University
MS, Leadership
Bowling Green State University
BA, Communications, Minor in Marketing
Richmond, The American International University in London 1995 — 1995
Organizational Behavior, Business Management, The European Union, Photography
Derek Donkoh's MFS Investment Management Experience May 2014 - April 2015
Job Senior Business Analyst at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey April 2015 - Present
MFS Investment Management May 2014 - April 2015
Komen Asset Managers May 2009 - May 2014
SparkFX November 2007 - May 2009
FactSet Research Systems September 2006 - October 2007
First Command Financial January 2005 - August 2006
The Malachi Group January 2002 - January 2005
Skills
Business Relationship..., Investment Banking, Financial Analysis, Enterprise Valuation, Business Valuation, Small Business..., Commodities, Currency, Securitization, Public Finance, Asset Management, Investments, Portfolio Management, Financial Modeling, Hedge Funds, Risk Management, Wealth Management, Investment Advisory, Financial Planning, Fixed Income, Investment Strategies, Trading, Asset Managment, Commodity, Strategic Financial..., Business Development, Derivatives, Bloomberg, Corporate Finance, Structured Products, Finance, Bonds, Hedging, Alternative Investments, Foreign Exchange, Banking, Strategy, Economics, Structured Finance, Securities, Capital Markets, Financial Markets, Institutional..., Equities
Education
Capella University 2010 — 2012
Master of Business Administration (M.B.A.), Finance
American Securitization Forum Institute
Certificate, Securitization
Corporate Education Group
Certificate, Requirements Traceability Training
Morehouse College
BA, History
SunTrust Robinson Humphrey April 2015 - Present
MFS Investment Management May 2014 - April 2015
Komen Asset Managers May 2009 - May 2014
SparkFX November 2007 - May 2009
FactSet Research Systems September 2006 - October 2007
First Command Financial January 2005 - August 2006
The Malachi Group January 2002 - January 2005
Skills
Business Relationship..., Investment Banking, Financial Analysis, Enterprise Valuation, Business Valuation, Small Business..., Commodities, Currency, Securitization, Public Finance, Asset Management, Investments, Portfolio Management, Financial Modeling, Hedge Funds, Risk Management, Wealth Management, Investment Advisory, Financial Planning, Fixed Income, Investment Strategies, Trading, Asset Managment, Commodity, Strategic Financial..., Business Development, Derivatives, Bloomberg, Corporate Finance, Structured Products, Finance, Bonds, Hedging, Alternative Investments, Foreign Exchange, Banking, Strategy, Economics, Structured Finance, Securities, Capital Markets, Financial Markets, Institutional..., Equities
Education
Capella University 2010 — 2012
Master of Business Administration (M.B.A.), Finance
American Securitization Forum Institute
Certificate, Securitization
Corporate Education Group
Certificate, Requirements Traceability Training
Morehouse College
BA, History
Hannah (Seo) Chin's MFS Investment Management Experience April 2011 - June 2014
Job Finance Business Partner at UCSF
Industry Financial Services
Experience
UCSF October 2014 - Present
MFS Investment Management April 2011 - June 2014
MFS Investment Management April 2007 - April 2011
MFS Investment Management January 2006 - April 2007
Fidelity Investments September 2003 - January 2006
Skills
Financial Analysis, Financial Modeling, Variance Analysis, Budgets, Forecasting, Corporate Finance, Accounting, Account Reconciliation, Journal Entries
Education
Boston University - School of Management 1999 — 2003
Bachelor of Science (B.S.) in Business Administration, Accounting
UCSF October 2014 - Present
MFS Investment Management April 2011 - June 2014
MFS Investment Management April 2007 - April 2011
MFS Investment Management January 2006 - April 2007
Fidelity Investments September 2003 - January 2006
Skills
Financial Analysis, Financial Modeling, Variance Analysis, Budgets, Forecasting, Corporate Finance, Accounting, Account Reconciliation, Journal Entries
Education
Boston University - School of Management 1999 — 2003
Bachelor of Science (B.S.) in Business Administration, Accounting
Jay Neville's MFS Investment Management Experience 1999 - 2007
Job Systems Manager at Boston Financial Data Services
Industry Information Technology and Services
Experience
Boston Financial Data Services February 2012 - Present
Boston Financial Data Services August 2007 - February 2012
MFS Investment Management 1999 - 2007
i2 Technologies January 2000 - October 2002
Skills
Business Analysis, SDLC, Requirements Analysis, SQL, Requirements Gathering, Vendor Management, Systems Analysis, SharePoint, Project Management, Microsoft SQL Server, Agile Methodologies, Process Improvement, Financial Services, Database Design, Disaster Recovery, Visio, Virtualization, Tomcat, Databases, Enterprise Architecture, Software Project..., Management
Education
Clark University
Framingham State College
Boston Financial Data Services February 2012 - Present
Boston Financial Data Services August 2007 - February 2012
MFS Investment Management 1999 - 2007
i2 Technologies January 2000 - October 2002
Skills
Business Analysis, SDLC, Requirements Analysis, SQL, Requirements Gathering, Vendor Management, Systems Analysis, SharePoint, Project Management, Microsoft SQL Server, Agile Methodologies, Process Improvement, Financial Services, Database Design, Disaster Recovery, Visio, Virtualization, Tomcat, Databases, Enterprise Architecture, Software Project..., Management
Education
Clark University
Framingham State College
Vanessa (Shopis) Curry's MFS Investment Management Experience 2011 - 2014
Job Marketing Manager at John Hancock Investments
Industry Investment Management
Experience
John Hancock Investments 2014 - Present
MFS Investment Management 2011 - 2014
MFS Investment Management April 2007 - August 2011
Education
Bucknell University 2002 — 2006
John Hancock Investments 2014 - Present
MFS Investment Management 2011 - 2014
MFS Investment Management April 2007 - August 2011
Education
Bucknell University 2002 — 2006
Robert Larence's MFS Investment Management Experience December 1994 - March 2008
Job Director Retirement Service Operations Mass Mutual
Industry Financial Services
Experience
MassMutual Financial Group December 1994 - Present
Blackstone Valley Sports - Lynch Arena July 2009 - March 2015
MFS Investment Management December 1994 - March 2008
Skills
Securities, Mutual Funds, Retirement, Strategic Financial..., Customer Service, Fixed Annuities, Wealth Management, Portfolio Management, 401k, Series 7, Series 63, Series 6, Investments, Financial Services, Investment Advisory, Asset Allocation, Retirement Planning, FINRA, Pensions, Relationship Management, Asset Management
Education
Bryant University 1990 — 1993
MBA, Finance
Norwich University 1983 — 1987
MassMutual Financial Group December 1994 - Present
Blackstone Valley Sports - Lynch Arena July 2009 - March 2015
MFS Investment Management December 1994 - March 2008
Skills
Securities, Mutual Funds, Retirement, Strategic Financial..., Customer Service, Fixed Annuities, Wealth Management, Portfolio Management, 401k, Series 7, Series 63, Series 6, Investments, Financial Services, Investment Advisory, Asset Allocation, Retirement Planning, FINRA, Pensions, Relationship Management, Asset Management
Education
Bryant University 1990 — 1993
MBA, Finance
Norwich University 1983 — 1987
Bee Upatham-Costello's MFS Investment Management Experience Finance ManagerAdvantage Schools, Inc.1999 - 1999
Job Sr. Divisional Controller at MFS Investment Management
Industry Accounting
Experience
MFS Investment Management Finance ManagerAdvantage Schools, Inc.1999 - 1999
Arthur Andersen LLP 1996 - 1999
Pioneer Group 1993 - 1996
Education
Boston University Questrom School of Business 1996 — 1997
MBA
College of the Holy Cross 1989 — 1993
MFS Investment Management Finance ManagerAdvantage Schools, Inc.1999 - 1999
Arthur Andersen LLP 1996 - 1999
Pioneer Group 1993 - 1996
Education
Boston University Questrom School of Business 1996 — 1997
MBA
College of the Holy Cross 1989 — 1993
Jeannine Salcedo's MFS Investment Management Experience 2007 - 2008
Job Marketing Professional
Industry Financial Services
Experience
Bank of America March 2011 - June 2015
The Hartford 2008 - 2011
MFS Investment Management 2007 - 2008
Fidelity 2006 - 2007
Wachovia Retirement Services 2002 - 2006
Capital Search Group 2000 - 2001
Liberty Funds Group 1999 - 2000
Putnam Investments 1992 - 1999
Skills
Financial Services, Marketing Communications, Corporate Branding, Project Management, Marketing, Direct Mail, Marketing Strategy, CRM, Marketing Management, Digital Marketing, Product Marketing, Social Media Marketing, Integrated Marketing, Market Research, Email Marketing
Education
Bridgewater State University 1984 — 1988
Bank of America March 2011 - June 2015
The Hartford 2008 - 2011
MFS Investment Management 2007 - 2008
Fidelity 2006 - 2007
Wachovia Retirement Services 2002 - 2006
Capital Search Group 2000 - 2001
Liberty Funds Group 1999 - 2000
Putnam Investments 1992 - 1999
Skills
Financial Services, Marketing Communications, Corporate Branding, Project Management, Marketing, Direct Mail, Marketing Strategy, CRM, Marketing Management, Digital Marketing, Product Marketing, Social Media Marketing, Integrated Marketing, Market Research, Email Marketing
Education
Bridgewater State University 1984 — 1988
Jennifer Dean Fox's MFS Investment Management Experience April 2007 - December 2011
Job RFP Analyst at MFS Investment Management
Industry Financial Services
Experience
MFS 2011 - Present
MFS Investment Management April 2007 - December 2011
Brown Brothers Harriman June 2005 - April 2007
Education
Bryant University 2001 — 2005
MFS 2011 - Present
MFS Investment Management April 2007 - December 2011
Brown Brothers Harriman June 2005 - April 2007
Education
Bryant University 2001 — 2005
Marli Piccolo's MFS Investment Management Experience January 1996 - January 2006
Job Lead Plan Service Account Manager with Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement January 2015 - Present
Putnam Investments October 2012 - December 2014
The Hartford March 2008 - October 2012
Sun Life Financial January 2006 - March 2008
MFS Investment Management January 1996 - January 2006
Skills
Pensions, Employee Benefits, New Business Development, CRM, Management, Customer Service, Finance, Mutual Funds, Retirement, Retirement Planning, Series 63, Series 6, Vendor Management, Relationship Management, 401k, FINRA, Defined Contribution, Networking, Financial Services, Business Planning, Credit, Training, Series 7, Human Resources, Securities, Customer Retention, Salesforce.com, Sales, Insurance, Fixed Annuities, ERISA, Wealth Management, Asset Allocation, Marathon
Education
University of Massachusetts Lowell 2003 — 2008
Liberal Arts, Sociology and Psychology
Massasoit Community College 1993 — 2000
AD, Business Administration
Bridgewater State University 1987 — 1988
Physical Education
Bishop Feehan High School 1983 — 1987
Mansfield Public Schools
EMPOWER Retirement January 2015 - Present
Putnam Investments October 2012 - December 2014
The Hartford March 2008 - October 2012
Sun Life Financial January 2006 - March 2008
MFS Investment Management January 1996 - January 2006
Skills
Pensions, Employee Benefits, New Business Development, CRM, Management, Customer Service, Finance, Mutual Funds, Retirement, Retirement Planning, Series 63, Series 6, Vendor Management, Relationship Management, 401k, FINRA, Defined Contribution, Networking, Financial Services, Business Planning, Credit, Training, Series 7, Human Resources, Securities, Customer Retention, Salesforce.com, Sales, Insurance, Fixed Annuities, ERISA, Wealth Management, Asset Allocation, Marathon
Education
University of Massachusetts Lowell 2003 — 2008
Liberal Arts, Sociology and Psychology
Massasoit Community College 1993 — 2000
AD, Business Administration
Bridgewater State University 1987 — 1988
Physical Education
Bishop Feehan High School 1983 — 1987
Mansfield Public Schools
Maryanne Connell's MFS Investment Management Experience March 2006 - Present
Job Vice President at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management March 2006 - Present
John Hancock September 1997 - June 2005
MetLife January 1992 - August 1997
Skills
Financial Services, Risk Management, Financial Analysis, Sarbanes-Oxley Act, Finance, Process Improvement, Enterprise Risk..., Strategic Planning, Financial Risk, Internal Controls, Insurance, Mutual Funds, Private Equity, Financial Modeling, Hedge Funds, Auditing, Series 7, Financial Reporting, Internal Audit
Education
Bryant University
BS/BA
Providence College
MBA
MFS Investment Management March 2006 - Present
John Hancock September 1997 - June 2005
MetLife January 1992 - August 1997
Skills
Financial Services, Risk Management, Financial Analysis, Sarbanes-Oxley Act, Finance, Process Improvement, Enterprise Risk..., Strategic Planning, Financial Risk, Internal Controls, Insurance, Mutual Funds, Private Equity, Financial Modeling, Hedge Funds, Auditing, Series 7, Financial Reporting, Internal Audit
Education
Bryant University
BS/BA
Providence College
MBA
Patricia Zlotin's MFS Investment Management Experience 1972 - 1998
Job Chair, Board of Directors at Maine Academy of Natural Science
Industry Banking
Experience
G.W. Hinckley Foundation August 2010 - Present
Eastern Bank 2007 - Present
AFS Intercultural Programs July 1999 - Present
Maine Academy of Natural Science June 2012 - June 2014
Town of Sharon 1975 - 2010
MFS Investment Management 1972 - 1998
Skills
Non-profits, Public Speaking, Organizational..., Research, Event Planning, Leadership Development, Risk Management, Coaching, Customer Service, Strategic Planning, PowerPoint, Microsoft Office, Team Building, Microsoft Excel, Program Management, Budgets, Fundraising, Change Management, Marketing Communications, Management Consulting, Community Outreach, Strategy, Nonprofits, Volunteer Management
Education
Boston University Questrom School of Business 1970 — 1974
MBA, Finance
Colby College 1964 — 1968
BA, Education, Math, Psychology
G.W. Hinckley Foundation August 2010 - Present
Eastern Bank 2007 - Present
AFS Intercultural Programs July 1999 - Present
Maine Academy of Natural Science June 2012 - June 2014
Town of Sharon 1975 - 2010
MFS Investment Management 1972 - 1998
Skills
Non-profits, Public Speaking, Organizational..., Research, Event Planning, Leadership Development, Risk Management, Coaching, Customer Service, Strategic Planning, PowerPoint, Microsoft Office, Team Building, Microsoft Excel, Program Management, Budgets, Fundraising, Change Management, Marketing Communications, Management Consulting, Community Outreach, Strategy, Nonprofits, Volunteer Management
Education
Boston University Questrom School of Business 1970 — 1974
MBA, Finance
Colby College 1964 — 1968
BA, Education, Math, Psychology
Oscar Fang's MFS Investment Management Experience January 2007 - Present
Job Business Systems Analyst at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management January 2007 - Present
Wellington Management Company 2002 - 2007
Skills
Bloomberg
Education
Boston University Questrom School of Business 1993 — 1997
MFS Investment Management January 2007 - Present
Wellington Management Company 2002 - 2007
Skills
Bloomberg
Education
Boston University Questrom School of Business 1993 — 1997
Jed Foley's MFS Investment Management Experience June 1995 - July 2012
Job Consultant at GRF Studios
Industry Information Technology and Services
Experience
GRF Studios 2013 - Present
The Literacy Center 2010 - Present
MFS Investment Management June 1995 - July 2012
Skills
Business Analysis, Requirements Gathering, Problem Solving, Systems Analysis, Change Management, Mutual Funds, Strategic Planning, Adult Education, User Experience, Business Process..., Full Life Cycle..., Requirements Analysis, Solution Development, Report Development, Business Continuity, Disaster Recovery, SQL, SSRS, TA2000, Training, Technical Writing, Web Standards, HTML5, CSS3, Web Content Management, Mobile Design, Data Analysis
Education
Bridgewater State College 2013 — 2014
Certified Graphics and Web Professional program
Northeastern University
Certificate, Database Administration
Providence College
Certificate, Microcomputer Applications
GRF Studios 2013 - Present
The Literacy Center 2010 - Present
MFS Investment Management June 1995 - July 2012
Skills
Business Analysis, Requirements Gathering, Problem Solving, Systems Analysis, Change Management, Mutual Funds, Strategic Planning, Adult Education, User Experience, Business Process..., Full Life Cycle..., Requirements Analysis, Solution Development, Report Development, Business Continuity, Disaster Recovery, SQL, SSRS, TA2000, Training, Technical Writing, Web Standards, HTML5, CSS3, Web Content Management, Mobile Design, Data Analysis
Education
Bridgewater State College 2013 — 2014
Certified Graphics and Web Professional program
Northeastern University
Certificate, Database Administration
Providence College
Certificate, Microcomputer Applications
Rhonda Snow's MFS Investment Management Experience March 2008 - Present
Job Director of Institutional Product Administration
Industry Financial Services
Experience
MFS Investment Management March 2008 - Present
Fidelity Investments 1995 - 2008
State Street 1988 - 1995
Skills
Asset Allocation, Financial Services, Institutional..., Investments, Management, Mutual Funds, Operations Management, Portfolio Management, Product Management, Program Management, Sales Operations, Series 7
Education
Cape Cod Community College 1985 — 1987
AS, Accounting
MFS Investment Management March 2008 - Present
Fidelity Investments 1995 - 2008
State Street 1988 - 1995
Skills
Asset Allocation, Financial Services, Institutional..., Investments, Management, Mutual Funds, Operations Management, Portfolio Management, Product Management, Program Management, Sales Operations, Series 7
Education
Cape Cod Community College 1985 — 1987
AS, Accounting
Jon Tenney's MFS Investment Management Experience August 2010 - Present
Job Tax Manager at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management August 2010 - Present
Columbia Management October 2006 - August 2010
Fidelity Investments November 2000 - October 2006
Fidelity Investments June 1998 - November 2000
Education
Boston University Questrom School of Business 2000 — 2004
MBA
University of Vermont 1993 — 1998
Bachelor, Sociology
MFS Investment Management August 2010 - Present
Columbia Management October 2006 - August 2010
Fidelity Investments November 2000 - October 2006
Fidelity Investments June 1998 - November 2000
Education
Boston University Questrom School of Business 2000 — 2004
MBA
University of Vermont 1993 — 1998
Bachelor, Sociology
Catherine Albanese's MFS Investment Management Experience 1996 - 2002
Job Lead | Business Analyst, LinTech Global Inc.
Industry Hospital & Health Care
Experience
LinTech Global, Inc. April 2014 - Present
Partners HealthCare February 2013 - April 2014
Havard Pilgrim Health Care January 2012 - February 2013
John Hancock April 2004 - December 2011
MFS Investment Management 1996 - 2002
Skills
Mutual Funds, Financial Services, Process Improvement, Business Analysis, Vendor Management, Risk Management, Business Process..., Project Management, Business Process, Requirements Gathering, Program Management, SDLC, PMO, Data Analysis, Business Intelligence, Visio, Requirements Analysis, Business Requirements, Analysis, Management, Software Documentation, Relationship Management, Software Project..., Integration
Education
Eastern Nazarene College 1994 — 1996
Bachelor of Science, Business Adminstration
Bristol Community College 2012 — 2013
HITECH Federal Grant, Electronic Health Records (EHR)
LinTech Global, Inc. April 2014 - Present
Partners HealthCare February 2013 - April 2014
Havard Pilgrim Health Care January 2012 - February 2013
John Hancock April 2004 - December 2011
MFS Investment Management 1996 - 2002
Skills
Mutual Funds, Financial Services, Process Improvement, Business Analysis, Vendor Management, Risk Management, Business Process..., Project Management, Business Process, Requirements Gathering, Program Management, SDLC, PMO, Data Analysis, Business Intelligence, Visio, Requirements Analysis, Business Requirements, Analysis, Management, Software Documentation, Relationship Management, Software Project..., Integration
Education
Eastern Nazarene College 1994 — 1996
Bachelor of Science, Business Adminstration
Bristol Community College 2012 — 2013
HITECH Federal Grant, Electronic Health Records (EHR)
Ethan Corey's MFS Investment Management Experience December 2004 - Present
Job Associate General Counsel at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management December 2004 - Present
The Catholic University of America - Columbus School of Law September 2003 - December 2004
Dechert LLP April 1999 - November 2004
US Securities and Exchange Commission May 1993 - April 1999
Skills
Securities Law, Asset Management, Securities, Mutual Funds, Investment Advisory, FINRA, Legal Research, Alternative Investments, Licensing, Investment Management, Securities Regulation, Investments, Financial Services, Portfolio Management, SEC, Trading
Education
Boston University School of Law 1985 — 1988
J.D. (magna cum laude)
McGill University 1981 — 1985
B.A., Economics
Maimonides School
MFS Investment Management December 2004 - Present
The Catholic University of America - Columbus School of Law September 2003 - December 2004
Dechert LLP April 1999 - November 2004
US Securities and Exchange Commission May 1993 - April 1999
Skills
Securities Law, Asset Management, Securities, Mutual Funds, Investment Advisory, FINRA, Legal Research, Alternative Investments, Licensing, Investment Management, Securities Regulation, Investments, Financial Services, Portfolio Management, SEC, Trading
Education
Boston University School of Law 1985 — 1988
J.D. (magna cum laude)
McGill University 1981 — 1985
B.A., Economics
Maimonides School
Monique Houlihan's MFS Investment Management Experience June 1997 - Present
Job Project Manager at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management June 1997 - Present
Skills
Financial Services, Series 7, Mutual Funds, Asset Management, Business Analysis, Process Improvement, Series 63, Relationship Management, Vendor Management
Education
Bridgewater State University 1994 — 1997
MFS Investment Management June 1997 - Present
Skills
Financial Services, Series 7, Mutual Funds, Asset Management, Business Analysis, Process Improvement, Series 63, Relationship Management, Vendor Management
Education
Bridgewater State University 1994 — 1997
Sharon Lichten Barnett's MFS Investment Management Experience July 1995 - Present
Job Asst. Vice President | Senior Marketing Communications Manager
Industry Marketing and Advertising
Experience
MFS Investment Management July 1995 - Present
Massachusetts Financial Services 1995 - Present
MFS Investment Mgmt 1995 - Present
mfs 1995 - 2008
mfs 1995 - 2008
Colonial Mutual Funds July 1993 - July 1995
Worth Magazine 1991 - 1993
worth 1989 - 1993
Fidelity Investments December 1989 - 1991
Crosby Vandenburgh December 1988 - May 1989
Skills
Email Marketing, Marketing Communications, Marketing, Marketing Strategy, Management, Social Media Marketing, Social Media, Integrated Marketing, Digital Marketing, Project Management, Editing
Education
Brandeis University
B.A., English and American Literature
Riverdell
MFS Investment Management July 1995 - Present
Massachusetts Financial Services 1995 - Present
MFS Investment Mgmt 1995 - Present
mfs 1995 - 2008
mfs 1995 - 2008
Colonial Mutual Funds July 1993 - July 1995
Worth Magazine 1991 - 1993
worth 1989 - 1993
Fidelity Investments December 1989 - 1991
Crosby Vandenburgh December 1988 - May 1989
Skills
Email Marketing, Marketing Communications, Marketing, Marketing Strategy, Management, Social Media Marketing, Social Media, Integrated Marketing, Digital Marketing, Project Management, Editing
Education
Brandeis University
B.A., English and American Literature
Riverdell
Catherine Pucci's MFS Investment Management Experience 2005 - 2007
Job Benefits Manager at American Dental Partners
Industry Human Resources
Experience
American Dental Partners July 2013 - Present
John Hancock October 2010 - July 2013
John Hancock August 2007 - October 2010
MFS Investment Management 2005 - 2007
ADP Retirement Services 2003 - 2005
ADP Retirement Services 2000 - 2003
Putnam Investments 1997 - 2000
Skills
Pensions, Retirement, ERISA, Customer Relations, Customer Service, Account Management, PowerPoint, Excel, Vendor Management, Lotus Notes, Word, Team Building, Problem Solving, Microsoft Office, Vendor Relations, Benefits Administration, Call Center, 401k, Series 63, FINRA, Employee Benefits, Mutual Funds, Defined Benefit, Series 6, Retirement Planning, Defined Contribution, Deferred Compensation, Process Improvement, Onboarding, Human Resources, Financial Services, Relationship Management, Project Management, Performance Management, Succession Planning, Health Insurance, Change Management, Training, Data Analysis, Qualified Retirement..., Retirement Benefits, Employee Wellness..., Workday, New Hire Orientations, Employee Wellness, Life Insurance, Microsoft Excel
Education
Castleton State College 1992 — 1994
University of Vermont 1990 — 1992
Champlain College 1987 — 1990
American Dental Partners July 2013 - Present
John Hancock October 2010 - July 2013
John Hancock August 2007 - October 2010
MFS Investment Management 2005 - 2007
ADP Retirement Services 2003 - 2005
ADP Retirement Services 2000 - 2003
Putnam Investments 1997 - 2000
Skills
Pensions, Retirement, ERISA, Customer Relations, Customer Service, Account Management, PowerPoint, Excel, Vendor Management, Lotus Notes, Word, Team Building, Problem Solving, Microsoft Office, Vendor Relations, Benefits Administration, Call Center, 401k, Series 63, FINRA, Employee Benefits, Mutual Funds, Defined Benefit, Series 6, Retirement Planning, Defined Contribution, Deferred Compensation, Process Improvement, Onboarding, Human Resources, Financial Services, Relationship Management, Project Management, Performance Management, Succession Planning, Health Insurance, Change Management, Training, Data Analysis, Qualified Retirement..., Retirement Benefits, Employee Wellness..., Workday, New Hire Orientations, Employee Wellness, Life Insurance, Microsoft Excel
Education
Castleton State College 1992 — 1994
University of Vermont 1990 — 1992
Champlain College 1987 — 1990
Peter Michalenka's MFS Investment Management Experience May 1995 - December 2007
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
MFS Investment Management May 1995 - December 2007
Sun Life Financial January 1991 - May 1995
Sun Life Annuity Service Center January 1988 - December 1990
MFS Service Center October 1984 - December 1987
Woonsocket Savings and Trust June 1980 - July 1984
Rhode Island Supreme Court September 1979 - June 1980
The Memorial Hospital August 1966 - August 1979
Skills
Mainframe, ESCON, zSeries, VTAM, NCP, SNA, VSE, DFSORT, IBM Utilities, Syncsort
Education
Bryant University 1970 — 1977
MFS Investment Management May 1995 - December 2007
Sun Life Financial January 1991 - May 1995
Sun Life Annuity Service Center January 1988 - December 1990
MFS Service Center October 1984 - December 1987
Woonsocket Savings and Trust June 1980 - July 1984
Rhode Island Supreme Court September 1979 - June 1980
The Memorial Hospital August 1966 - August 1979
Skills
Mainframe, ESCON, zSeries, VTAM, NCP, SNA, VSE, DFSORT, IBM Utilities, Syncsort
Education
Bryant University 1970 — 1977
Jason Lan, CFA, FRM's MFS Investment Management Experience 2006 - 2008
Job Vice President at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors 2011 - Present
OppenheimerFunds 2009 - 2011
MFS Investment Management 2006 - 2008
Putnam Investments 2004 - 2006
Education
New York University
MS, Mathematical Finance
Carleton University
MS, Mathematics
Tongji University
B. Eng.
State Street Global Advisors 2011 - Present
OppenheimerFunds 2009 - 2011
MFS Investment Management 2006 - 2008
Putnam Investments 2004 - 2006
Education
New York University
MS, Mathematical Finance
Carleton University
MS, Mathematics
Tongji University
B. Eng.
Eric Fischman's MFS Investment Management Experience January 2000 - Present
Job Portfolio Manager at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management January 2000 - Present
state street research 1998 - 1999
Federal Reserve Board 1992 - 1994
Securities Data Company 1986 - 1989
Skills
Equity Research, Equities, Hedge Funds, Investments, Portfolio Management, Bloomberg, Asset Managment, Mutual Funds, Valuation, Financial Modeling, Alternative Investments, Investment Management
Education
Columbia University - Columbia Business School 1996 — 1998
mba, Finance, General
Boston University School of Law 1990 — 1992
JD, Law
Cornell University 1982 — 1986
BA, Political Science and Government
MFS Investment Management January 2000 - Present
state street research 1998 - 1999
Federal Reserve Board 1992 - 1994
Securities Data Company 1986 - 1989
Skills
Equity Research, Equities, Hedge Funds, Investments, Portfolio Management, Bloomberg, Asset Managment, Mutual Funds, Valuation, Financial Modeling, Alternative Investments, Investment Management
Education
Columbia University - Columbia Business School 1996 — 1998
mba, Finance, General
Boston University School of Law 1990 — 1992
JD, Law
Cornell University 1982 — 1986
BA, Political Science and Government
Thomas Connors's MFS Investment Management Experience May 2012 - Present
Job Vice President and Senior Counsel at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management May 2012 - Present
Deutsche Asset Management 2004 - April 2012
John Hancock Funds 1992 - 2004
Dewey & LeBoeuf LLP 1987 - 1992
Mass Mutual 1984 - 1987
Education
Greater Boston Executive Program, MIT Sloan School of Management 1998 — 1998
The George Washington University Law School 1981 — 1984
JD
Brandeis University 1977 — 1981
BA
Trinity College Dublin 1979 — 1980
N/A, Visting Student In History
MFS Investment Management May 2012 - Present
Deutsche Asset Management 2004 - April 2012
John Hancock Funds 1992 - 2004
Dewey & LeBoeuf LLP 1987 - 1992
Mass Mutual 1984 - 1987
Education
Greater Boston Executive Program, MIT Sloan School of Management 1998 — 1998
The George Washington University Law School 1981 — 1984
JD
Brandeis University 1977 — 1981
BA
Trinity College Dublin 1979 — 1980
N/A, Visting Student In History
Geoffrey Schechter's MFS Investment Management Experience 1993 - Present
Job Investment Officer at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management 1993 - Present
Liberty Mutual Insurance 1989 - 1993
Liberty Mutual 1989 - 1993
Education
Boston University Questrom School of Business 1987 — 1989
MBA, Finance
The University of Texas at Austin 1980 — 1984
bba, accounting
McCallum High School 1976 — 1980
murchison jr high
MFS Investment Management 1993 - Present
Liberty Mutual Insurance 1989 - 1993
Liberty Mutual 1989 - 1993
Education
Boston University Questrom School of Business 1987 — 1989
MBA, Finance
The University of Texas at Austin 1980 — 1984
bba, accounting
McCallum High School 1976 — 1980
murchison jr high
Jean-Philippe Bry's MFS Investment Management Experience 2011 - 2014
Job Strategist at Signature Global Asset Management CI Investments Inc.
Industry Financial Services
Experience
CI Investments Inc. – Canada’s Investment Company January 2015 - Present
MFS Investment Management 2011 - 2014
McLean Budden (taken over by MFS) 2008 - 2011
Amundi 2006 - 2008
Amundi 2003 - 2006
RBC Capital Markets 2001 - 2002
RBC Capital Markets 1989 - 2001
CIBC World Markets 1987 - 1989
Skills
Portfolio Management, Equities, Asset Management, Investment Strategies, Financial Markets, Investments, Capital Markets, Financial Analysis, Equity Research, Bloomberg, Wealth Management, Investment Management, High Net Worth..., Global Tactical Asset..., Global Investment...
Education
Carleton University
Bachelor's Degree, Economics
CI Investments Inc. – Canada’s Investment Company January 2015 - Present
MFS Investment Management 2011 - 2014
McLean Budden (taken over by MFS) 2008 - 2011
Amundi 2006 - 2008
Amundi 2003 - 2006
RBC Capital Markets 2001 - 2002
RBC Capital Markets 1989 - 2001
CIBC World Markets 1987 - 1989
Skills
Portfolio Management, Equities, Asset Management, Investment Strategies, Financial Markets, Investments, Capital Markets, Financial Analysis, Equity Research, Bloomberg, Wealth Management, Investment Management, High Net Worth..., Global Tactical Asset..., Global Investment...
Education
Carleton University
Bachelor's Degree, Economics
Trevor Christofaro's MFS Investment Management Experience May 2012 - Present
Job Internal Wholesaler at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management May 2012 - Present
Proteins International May 2011 - May 2012
Valley Financial Corporation September 2006 - June 2011
Fort McDowell Casino February 2004 - August 2006
New England Financial - The Patriot Group January 2003 - May 2003
Education
Bryant University 1999 — 2003
Bachelor's Degree, Marketing, Finance and Psychology
City University London 2002 — 2002
Bachelor of Business Administration (B.B.A.), Marketing
MFS Investment Management May 2012 - Present
Proteins International May 2011 - May 2012
Valley Financial Corporation September 2006 - June 2011
Fort McDowell Casino February 2004 - August 2006
New England Financial - The Patriot Group January 2003 - May 2003
Education
Bryant University 1999 — 2003
Bachelor's Degree, Marketing, Finance and Psychology
City University London 2002 — 2002
Bachelor of Business Administration (B.B.A.), Marketing
Greg Sheppard's MFS Investment Management Experience October 2007 - Present
Job NSCC Technology Back Office at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management October 2007 - Present
MFS Investment Management September 2003 - October 2007
MFS Investment Management September 2001 - September 2003
MFS Investment Management August 2000 - September 2001
MFS Investment Management November 1999 - August 2000
Walt Disney World September 1997 - June 1998
Walt Disney World August 1996 - September 1997
Walt Disney World January 1994 - June 1994
Skills
Mutual Funds, Financial Services, DTC, Back Office, Transfer Agency, Account Reconciliation, Middle Office, Trading, Manage Client..., Investments, Finance, Investment Management, Settlement, Building Relationships, Portfolio Management, Fund Accounting, Client Services, Bloomberg, Asset Management, CRM, Customer Service, Equities, Financial Analysis, Fixed Income, Microsoft Excel, Alternative Investments, Leadership, Securities
Education
Cape Cod Community College 1992 — 1995
Associates Degree, Hotel and Restaurant Management
MFS Investment Management October 2007 - Present
MFS Investment Management September 2003 - October 2007
MFS Investment Management September 2001 - September 2003
MFS Investment Management August 2000 - September 2001
MFS Investment Management November 1999 - August 2000
Walt Disney World September 1997 - June 1998
Walt Disney World August 1996 - September 1997
Walt Disney World January 1994 - June 1994
Skills
Mutual Funds, Financial Services, DTC, Back Office, Transfer Agency, Account Reconciliation, Middle Office, Trading, Manage Client..., Investments, Finance, Investment Management, Settlement, Building Relationships, Portfolio Management, Fund Accounting, Client Services, Bloomberg, Asset Management, CRM, Customer Service, Equities, Financial Analysis, Fixed Income, Microsoft Excel, Alternative Investments, Leadership, Securities
Education
Cape Cod Community College 1992 — 1995
Associates Degree, Hotel and Restaurant Management
Denny Miller's MFS Investment Management Experience March 2004 - April 2006
Job 529 Hybrid Wholesaler PA, NY & MD at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services November 2012 - Present
John Hancock Financial Services November 2011 - November 2012
John Hancock Financial Services April 2006 - November 2011
MFS Investment Management March 2004 - April 2006
MFS Investment Management July 2002 - March 2004
Skills
Series 6, Series 63, Series 7, Mutual Funds, Retirement Planning, CRPC, 529 Plans, Variable Annuities, Wealth Management, Estate Planning, Asset Allocation, Financial Services, Sales, Retirement, Fixed Annuities
Education
Bowling Green State University 1993 — 1997
Bachelor of Applied Science (B.A.Sc.), Communications/Marketing
John Hancock Financial Services November 2012 - Present
John Hancock Financial Services November 2011 - November 2012
John Hancock Financial Services April 2006 - November 2011
MFS Investment Management March 2004 - April 2006
MFS Investment Management July 2002 - March 2004
Skills
Series 6, Series 63, Series 7, Mutual Funds, Retirement Planning, CRPC, 529 Plans, Variable Annuities, Wealth Management, Estate Planning, Asset Allocation, Financial Services, Sales, Retirement, Fixed Annuities
Education
Bowling Green State University 1993 — 1997
Bachelor of Applied Science (B.A.Sc.), Communications/Marketing
Jerry Potts's MFS Investment Management Experience June 1984 - Present
Job VP Marketing at MFS Investment Management
Industry Financial Services
Experience
BC- Carroll School of Mgmt. September 2012 - Present
Passim January 2008 - Present
MFS Investment Management June 1984 - Present
Education
Brown University 1980 — 1984
BA, Political Science, Organizational Behavior
BC- Carroll School of Mgmt. September 2012 - Present
Passim January 2008 - Present
MFS Investment Management June 1984 - Present
Education
Brown University 1980 — 1984
BA, Political Science, Organizational Behavior
Harold Weekes's MFS Investment Management Experience February 2000 - June 2007
Job Senior Human Resources Business Partner at Ironwood Pharmaceuticals
Industry Pharmaceuticals
Experience
Ironwood Pharmaceuticals June 2011 - Present
Merck Serono March 2009 - June 2011
Wyeth June 2007 - February 2009
MFS Investment Management February 2000 - June 2007
Education
Brown University 1987 — 1991
B.A., Economics
Ironwood Pharmaceuticals June 2011 - Present
Merck Serono March 2009 - June 2011
Wyeth June 2007 - February 2009
MFS Investment Management February 2000 - June 2007
Education
Brown University 1987 — 1991
B.A., Economics
Leonid Rasin's MFS Investment Management Experience September 2005 - November 2008
Job Financial Services Professional
Industry Financial Services
Experience
MFS Investment Management September 2005 - November 2008
John Hancock January 2003 - August 2005
Winterthur December 2000 - December 2002
Liberty Mutual May 1997 - December 2000
Education
Brandeis University 1994 — 1997
MA, Mathematics
Saint Petersburg State University 1989 — 1994
BA, Mathematics
MFS Investment Management September 2005 - November 2008
John Hancock January 2003 - August 2005
Winterthur December 2000 - December 2002
Liberty Mutual May 1997 - December 2000
Education
Brandeis University 1994 — 1997
MA, Mathematics
Saint Petersburg State University 1989 — 1994
BA, Mathematics
Jeffrey Oliphant's MFS Investment Management Experience January 2009 - Present
Job Inside Sales at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management January 2009 - Present
BlackRock February 2004 - December 2008
State Street Research September 2000 - February 2004
American Scandia September 1999 - September 2000
Education
Bridgewater State University 1984 — 1986
Communications
MFS Investment Management January 2009 - Present
BlackRock February 2004 - December 2008
State Street Research September 2000 - February 2004
American Scandia September 1999 - September 2000
Education
Bridgewater State University 1984 — 1986
Communications
Murray Cleaner's MFS Investment Management Experience December 2011 - Present
Job Director Investment Specialist Group MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management December 2011 - Present
Fidelity Investments Institutional Services Co. January 2010 - October 2011
Fidelity Investments October 2003 - December 2009
Franklin Templeton Investments January 1987 - October 2003
Skills
401k, Retirement Plan..., Stocks, Marketing, Mutual Funds, Series 7, Sales Presentations, Series 63, Sales Process
Education
California State University-Sacramento
BS - Finance, Finance and Economics
MFS Investment Management December 2011 - Present
Fidelity Investments Institutional Services Co. January 2010 - October 2011
Fidelity Investments October 2003 - December 2009
Franklin Templeton Investments January 1987 - October 2003
Skills
401k, Retirement Plan..., Stocks, Marketing, Mutual Funds, Series 7, Sales Presentations, Series 63, Sales Process
Education
California State University-Sacramento
BS - Finance, Finance and Economics
Kim Flanagan's MFS Investment Management Experience December 2003 - May 2008
Job TMHP, Provider Relations Rep for Central TX at Accenture
Industry Information Technology and Services
Experience
Xerox May 2010 - July 2014
Advance Child Care October 2011 - December 2013
ACS May 2008 - May 2010
MFS Investment Management December 2003 - May 2008
Skills
Medicaid, Process Improvement, Visio, Healthcare, Healthcare Information..., HIPAA, Software Documentation, Business Analysis, EMR, Microsoft Office, Analysis, Program Management, Strategic Planning
Education
Bridgewater State University 1996 — 2001
Bachelor's Degree, BA, Business of Arts in Communication
Xerox May 2010 - July 2014
Advance Child Care October 2011 - December 2013
ACS May 2008 - May 2010
MFS Investment Management December 2003 - May 2008
Skills
Medicaid, Process Improvement, Visio, Healthcare, Healthcare Information..., HIPAA, Software Documentation, Business Analysis, EMR, Microsoft Office, Analysis, Program Management, Strategic Planning
Education
Bridgewater State University 1996 — 2001
Bachelor's Degree, BA, Business of Arts in Communication
Sharad Vasanth's MFS Investment Management Experience July 2011 - March 2013
Job Director Defined Contribution Investment Specialist at New York Life MainStay Investments
Industry Financial Services
Experience
New York Life MainStay Investments April 2013 - Present
MFS Investment Management July 2011 - March 2013
MFS Investment Management January 2010 - July 2011
EMC Corporation September 2008 - December 2009
Citigroup Global Markets November 2007 - July 2008
Skills
Uniform Combined State..., Financial Advisory, Retirement Plan..., Financial Markets, Direct Sales, Life Insurance, Cold Calling, Options, Microsoft Excel, Sales Operations, Defined Benefit, Business Development, Financial Modeling, Finance, Marketing
Education
Bryant University 2004 — 2006
Bachelor of Arts (B.A.), International/Global Studies
Bryant University 2003 — 2006
Bachelor of Science (B.S.), Business Administration in Marketing
New York Life MainStay Investments April 2013 - Present
MFS Investment Management July 2011 - March 2013
MFS Investment Management January 2010 - July 2011
EMC Corporation September 2008 - December 2009
Citigroup Global Markets November 2007 - July 2008
Skills
Uniform Combined State..., Financial Advisory, Retirement Plan..., Financial Markets, Direct Sales, Life Insurance, Cold Calling, Options, Microsoft Excel, Sales Operations, Defined Benefit, Business Development, Financial Modeling, Finance, Marketing
Education
Bryant University 2004 — 2006
Bachelor of Arts (B.A.), International/Global Studies
Bryant University 2003 — 2006
Bachelor of Science (B.S.), Business Administration in Marketing
Kevin Lamoureux's MFS Investment Management Experience October 2007 - February 2008
Job Assistant Director at The Hartford
Industry Financial Services
Experience
The Hartford February 2008 - Present
MFS Investment Management October 2007 - February 2008
MFS Investment Management June 2003 - October 2007
Education
Bryant College 1989 — 1997
Bachelor of Business Administration (BBA), Business Administration and Management, General
The Hartford February 2008 - Present
MFS Investment Management October 2007 - February 2008
MFS Investment Management June 2003 - October 2007
Education
Bryant College 1989 — 1997
Bachelor of Business Administration (BBA), Business Administration and Management, General
William Bohensky's MFS Investment Management Experience May 2008 - December 2011
Job Regional Sales DirectorSouthwest at Eaton Vance
Industry Financial Services
Experience
Eaton Vance July 2012 - Present
ING Investment Management December 2011 - August 2012
MFS Investment Management May 2008 - December 2011
Columbia Management July 2007 - April 2008
Fidelity Investments May 2006 - July 2007
Skills
Series 6, Series 7, Series 63
Education
Bryant University 2004 — 2006
Bachelor of Science, Business Administration, Finance
Bristol Community College 2002 — 2004
Associates Degree, Business Administration
Eaton Vance July 2012 - Present
ING Investment Management December 2011 - August 2012
MFS Investment Management May 2008 - December 2011
Columbia Management July 2007 - April 2008
Fidelity Investments May 2006 - July 2007
Skills
Series 6, Series 7, Series 63
Education
Bryant University 2004 — 2006
Bachelor of Science, Business Administration, Finance
Bristol Community College 2002 — 2004
Associates Degree, Business Administration
Peter Corritori, MBA's MFS Investment Management Experience November 2005 - February 2006
Job Regional Vice President at Mirae Asset Global Investments
Industry Financial Services
Experience
Mirae Asset Global Investments (USA) LLC October 2010 - Present
MFS Investment Management, Inc October 2005 - November 2010
Asia Field Seminar May 2008 - June 2008
MFS Investment Management November 2005 - February 2006
UBS Global Asset Management November 2003 - December 2005
Skills
Emerging Markets, Analysis, Financial Analysis, Research, Asset Allocation, Client Service, Public Speaking, Equities, Mutual Funds
Education
Boston University - School of Management 2007 — 2010
MBA, Finance
Union College 1998 — 2002
BA, Economics/Spanish
Fordham Prep
Mirae Asset Global Investments (USA) LLC October 2010 - Present
MFS Investment Management, Inc October 2005 - November 2010
Asia Field Seminar May 2008 - June 2008
MFS Investment Management November 2005 - February 2006
UBS Global Asset Management November 2003 - December 2005
Skills
Emerging Markets, Analysis, Financial Analysis, Research, Asset Allocation, Client Service, Public Speaking, Equities, Mutual Funds
Education
Boston University - School of Management 2007 — 2010
MBA, Finance
Union College 1998 — 2002
BA, Economics/Spanish
Fordham Prep
Mark Siegrist's MFS Investment Management Experience March 2012 - Present
Job Fixed Income Trader at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management March 2012 - Present
MFS Investment Management September 2008 - March 2012
Columbia Management February 2006 - August 2008
State Street Bank August 2003 - January 2006
Skills
Bloomberg, Fixed Income, Mutual Funds, Bonds, Derivatives, Securities, Asset Managment, Portfolio Management, Investments, Trading, Asset Management
Education
Boston University - School of Management 2010 — 2013
MBA, Finance
Manhattan College 1999 — 2003
Bachelor of Arts, Political Science
MFS Investment Management March 2012 - Present
MFS Investment Management September 2008 - March 2012
Columbia Management February 2006 - August 2008
State Street Bank August 2003 - January 2006
Skills
Bloomberg, Fixed Income, Mutual Funds, Bonds, Derivatives, Securities, Asset Managment, Portfolio Management, Investments, Trading, Asset Management
Education
Boston University - School of Management 2010 — 2013
MBA, Finance
Manhattan College 1999 — 2003
Bachelor of Arts, Political Science
Mark Bilancieri's MFS Investment Management Experience August 2014 - Present
Job Team Leader Asset Control MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management August 2014 - Present
MFS Investment Management February 2014 - August 2014
MFS Investment Management September 2011 - February 2014
SS&C Technologies August 2010 - September 2011
Bryant University 2007 - 2010
Skills
Equities, Bloomberg, Securities, Portfolio Management, Fixed Income, Investments, Financial Analysis, Asset Management, Mutual Funds
Education
D'Amore-McKim School of Business Northeastern University 2014 — 2018
Master of Business Administration (MBA), Investments and Mutual Fund Management
Bryant University 2007 — 2010
Finance
MFS Investment Management August 2014 - Present
MFS Investment Management February 2014 - August 2014
MFS Investment Management September 2011 - February 2014
SS&C Technologies August 2010 - September 2011
Bryant University 2007 - 2010
Skills
Equities, Bloomberg, Securities, Portfolio Management, Fixed Income, Investments, Financial Analysis, Asset Management, Mutual Funds
Education
D'Amore-McKim School of Business Northeastern University 2014 — 2018
Master of Business Administration (MBA), Investments and Mutual Fund Management
Bryant University 2007 — 2010
Finance
Donna Nehme's MFS Investment Management Experience April 2014 - Present
Job Jr Project Manager/Project Coordinator Contract (WinterWyman) at MFS Investment Management
Industry Health, Wellness and Fitness
Experience
MFS Investment Management April 2014 - Present
Executive Office of Health and Human Services, HIX Project August 2013 - April 2014
Mass Technology Collaborative/eHealth Institute November 2010 - August 2013
Skills
PowerPoint, Project Coordination, Customer Service, Policy Analysis, Health Education, Performance Improvement, Compliance, Monitoring and..., PowerPoint Presentations, Project Compliance, Project Lifecycle..., SharePoint, Changepoint, PMO, Leadership, Human Resources, Public Speaking
Education
Cambridge College 2013 — 2014
Master of Education (M.Ed.), Health/Family & Consumer Science
University of Massachusetts Boston
Certificate, Practical Project Management
Northeastern University
Bachelor of Science (BS), Health Management
MFS Investment Management April 2014 - Present
Executive Office of Health and Human Services, HIX Project August 2013 - April 2014
Mass Technology Collaborative/eHealth Institute November 2010 - August 2013
Skills
PowerPoint, Project Coordination, Customer Service, Policy Analysis, Health Education, Performance Improvement, Compliance, Monitoring and..., PowerPoint Presentations, Project Compliance, Project Lifecycle..., SharePoint, Changepoint, PMO, Leadership, Human Resources, Public Speaking
Education
Cambridge College 2013 — 2014
Master of Education (M.Ed.), Health/Family & Consumer Science
University of Massachusetts Boston
Certificate, Practical Project Management
Northeastern University
Bachelor of Science (BS), Health Management
Nathan Hennagin's MFS Investment Management Experience October 2014 - February 2015
Job Attorney
Industry Law Practice
Experience
Shire Pharmaceuticals August 2015 - Present
MIT Investment Management Company March 2015 - August 2015
MFS Investment Management October 2014 - February 2015
Fair Employment Project August 2014 - October 2014
Actors' Equity Association January 2014 - April 2014
National Labor Relations Board September 2013 - December 2013
Brooklyn Law School Legal Services Corp. August 2013 - December 2013
Taus, Cebulash & Landau, LLP May 2013 - July 2013
U.S. District Court, E.D.N.Y., Hon. Kiyo Matsumoto January 2013 - April 2013
Nielsen September 2012 - November 2012
Skills
Employment Law, Employment..., Employee Relations, Labor Relations, Traditional Labor Law, Legal Writing, Courts, Litigation, Civil Litigation, Legal Research, Policy Analysis, Westlaw, Public Policy, Research, Hearings, Commercial Litigation, Appeals, Trials, Legislative Research, Politics, Intellectual Property, Lexis, Civil Rights, LexisNexis, Relativity, Document Review, Legislation, Legislative Relations, Political Science, Grassroots Organizing, Political Campaigns, Microsoft Office, Facebook, Social Media, Coalitions
Education
Brooklyn Law School 2011 — 2014
Juris Doctor (J.D.), Concentration in Labor & Employment Law
The George Washington University 2006 — 2010
Bachelor of Arts, Political Science
Shire Pharmaceuticals August 2015 - Present
MIT Investment Management Company March 2015 - August 2015
MFS Investment Management October 2014 - February 2015
Fair Employment Project August 2014 - October 2014
Actors' Equity Association January 2014 - April 2014
National Labor Relations Board September 2013 - December 2013
Brooklyn Law School Legal Services Corp. August 2013 - December 2013
Taus, Cebulash & Landau, LLP May 2013 - July 2013
U.S. District Court, E.D.N.Y., Hon. Kiyo Matsumoto January 2013 - April 2013
Nielsen September 2012 - November 2012
Skills
Employment Law, Employment..., Employee Relations, Labor Relations, Traditional Labor Law, Legal Writing, Courts, Litigation, Civil Litigation, Legal Research, Policy Analysis, Westlaw, Public Policy, Research, Hearings, Commercial Litigation, Appeals, Trials, Legislative Research, Politics, Intellectual Property, Lexis, Civil Rights, LexisNexis, Relativity, Document Review, Legislation, Legislative Relations, Political Science, Grassroots Organizing, Political Campaigns, Microsoft Office, Facebook, Social Media, Coalitions
Education
Brooklyn Law School 2011 — 2014
Juris Doctor (J.D.), Concentration in Labor & Employment Law
The George Washington University 2006 — 2010
Bachelor of Arts, Political Science
Michelle Stosez's MFS Investment Management Experience July 1998 - August 2002
Job Tutor at SAU #29
Industry Education Management
Experience
SAU #29 January 2011 - Present
Town of Troy, Planning Board August 2010 - Present
Bizarro July 2011 - July 2011
The United Church of Christ in Keene, nh December 2009 - January 2011
MFS Investment Management July 1998 - August 2002
The Soundtrack Group, Boston January 1996 - July 1998
Skills
Administrative Support, Spreadsheets, Administration, Word, Data Entry, Avid, ProTools, Tumblr, Twitter, Website Development, Website Administration, Web Design, Office Management, Teaching Experience, Audio Editing, Audio Mixing, Emergency Medicine
Education
Emerson College 1994 — 1996
Bachelor's degree, Film/Cinema/Video Studies
Bunker Hill Community College 1991 — 1993
Associate's degree, Audiovisual Communications Technologies/Technicians
SAU #29 January 2011 - Present
Town of Troy, Planning Board August 2010 - Present
Bizarro July 2011 - July 2011
The United Church of Christ in Keene, nh December 2009 - January 2011
MFS Investment Management July 1998 - August 2002
The Soundtrack Group, Boston January 1996 - July 1998
Skills
Administrative Support, Spreadsheets, Administration, Word, Data Entry, Avid, ProTools, Tumblr, Twitter, Website Development, Website Administration, Web Design, Office Management, Teaching Experience, Audio Editing, Audio Mixing, Emergency Medicine
Education
Emerson College 1994 — 1996
Bachelor's degree, Film/Cinema/Video Studies
Bunker Hill Community College 1991 — 1993
Associate's degree, Audiovisual Communications Technologies/Technicians
Jay Gelwick's MFS Investment Management Experience 2001 - 2006
Job
Industry Financial Services
Experience
MFS Investment Management 2001 - 2006
MFS Fund Distributors, Inc. 2001 - 2006
MFS Investment Management 1999 - 2006
Skills
Competitive Analysis, Investments, Sales Support, Mutual Funds, ETFs, Series 7, Series 63, 401k, Asset Allocation
Education
Northeastern University 1995 — 1996
Master of Business Administration (MBA), Business Administration and Management, General
Bryant College 1989 — 1993
Bachelor's degree, Business Administration and Management, General
MFS Investment Management 2001 - 2006
MFS Fund Distributors, Inc. 2001 - 2006
MFS Investment Management 1999 - 2006
Skills
Competitive Analysis, Investments, Sales Support, Mutual Funds, ETFs, Series 7, Series 63, 401k, Asset Allocation
Education
Northeastern University 1995 — 1996
Master of Business Administration (MBA), Business Administration and Management, General
Bryant College 1989 — 1993
Bachelor's degree, Business Administration and Management, General
Laurel Cadman's MFS Investment Management Experience
Job Purchasing Manager at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management
Skills
Spend Analysis, Contract Negotiation, Business Analysis, Vendor Management, Sourcing, Process Improvement
Education
Brown University
MFS Investment Management
Skills
Spend Analysis, Contract Negotiation, Business Analysis, Vendor Management, Sourcing, Process Improvement
Education
Brown University
Amanda Mooradian's MFS Investment Management Experience September 2011 - Present
Job Assistant Vice President & Counsel at MFS Investment Management
Industry Law Practice
Experience
MFS Investment Management September 2011 - Present
Goodwin Procter LLP September 2007 - August 2011
BlackRock January 2004 - June 2004
BlackRock July 2001 - December 2003
Education
Boston University School of Law 2004 — 2007
J.D.
Princeton University 1997 — 2001
A.B., History
MFS Investment Management September 2011 - Present
Goodwin Procter LLP September 2007 - August 2011
BlackRock January 2004 - June 2004
BlackRock July 2001 - December 2003
Education
Boston University School of Law 2004 — 2007
J.D.
Princeton University 1997 — 2001
A.B., History
Susie Yee Robles's MFS Investment Management Experience August 2005 - August 2006
Job Financial Specialist
Industry Insurance
Experience
Markel Corporation December 2012 - Present
Insurance Overload Staffing August 2012 - December 2012
Scottsdale Insurance Company August 2007 - November 2011
MFS Investment Management August 2005 - August 2006
Vanguard December 1997 - July 2005
Skills
Underwriting, Insurance, Property & Casualty..., Liability, General Liability, Insurance Claims, Process Improvement, Excel, General Insurance, Accounting, Compliance, Audit, Word, AS400, Lotus Notes, Business Process..., Data Analysis, Microsoft Office, Problem Solving, Business Intelligence, Business Process, Customer Service, Financial Analysis
Education
Chapman University 1993 — 1996
Bachelor of Arts (B.A.), Art History, Criticism and Conservation
Markel Corporation December 2012 - Present
Insurance Overload Staffing August 2012 - December 2012
Scottsdale Insurance Company August 2007 - November 2011
MFS Investment Management August 2005 - August 2006
Vanguard December 1997 - July 2005
Skills
Underwriting, Insurance, Property & Casualty..., Liability, General Liability, Insurance Claims, Process Improvement, Excel, General Insurance, Accounting, Compliance, Audit, Word, AS400, Lotus Notes, Business Process..., Data Analysis, Microsoft Office, Problem Solving, Business Intelligence, Business Process, Customer Service, Financial Analysis
Education
Chapman University 1993 — 1996
Bachelor of Arts (B.A.), Art History, Criticism and Conservation
William F Rittling's MFS Investment Management Experience May 2013 - August 2013
Job Recent Graduate Seeking Job
Industry Higher Education
Experience
Clarkson University August 2010 - Present
MFS Investment Management May 2013 - August 2013
Camp Pemigewassett May 2012 - August 2012
Camp Pemigewassett June 2011 - August 2011
Skills
PowerPoint, Teamwork, Finance, Financial Analysis, Financial Modeling, Microsoft Office, Microsoft Excel, Microsoft Word, Matlab, Social Media, Windows, Public Speaking, English
Education
Clarkson University 2010 — 2015
Business, Financial Information and Analysis
City University of Hong Kong 2013 — 2013
Clarkson University August 2010 - Present
MFS Investment Management May 2013 - August 2013
Camp Pemigewassett May 2012 - August 2012
Camp Pemigewassett June 2011 - August 2011
Skills
PowerPoint, Teamwork, Finance, Financial Analysis, Financial Modeling, Microsoft Office, Microsoft Excel, Microsoft Word, Matlab, Social Media, Windows, Public Speaking, English
Education
Clarkson University 2010 — 2015
Business, Financial Information and Analysis
City University of Hong Kong 2013 — 2013
Sima Zhou's MFS Investment Management Experience 1999 - 2010
Job Financial Services Professional
Industry Financial Services
Experience
MFS Investment Management 1999 - 2010
Education
Bunker Hill Community College 2000 — 2006
Associate of Science (AS), Accounting
MFS Investment Management 1999 - 2010
Education
Bunker Hill Community College 2000 — 2006
Associate of Science (AS), Accounting
David Dalrymple's MFS Investment Management Experience July 1999 - Present
Job Group Manager at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management July 1999 - Present
Education
North Adams State College 1990 — 1992
Bachelor of Science (BS), Business Administration, Management and Operations
Cape Cod Community College 1988 — 1990
Bachelor of Arts (B.A.)
MFS Investment Management July 1999 - Present
Education
North Adams State College 1990 — 1992
Bachelor of Science (BS), Business Administration, Management and Operations
Cape Cod Community College 1988 — 1990
Bachelor of Arts (B.A.)
Katie (Sivak) Granville's MFS Investment Management Experience 2010 - 2015
Job SVP, State Street Global Head of Corporate Compliance Quality Assurance
Industry Financial Services
Experience
MFS Investment Management 2010 - 2015
MFS Investment Management 2008 - 2010
MFS Investment Management 2005 - 2008
State Street 2004 - 2005
State Street 2004 - 2004
State Street 2001 - 2004
EY 2000 - 2000
EY 1998 - 2000
Intel Corporation 1998 - 1998
Skills
Risk Management, Financial Services, Due Diligence, Business Strategy, Accounting, Internal Audit, Enterprise Risk..., Sarbanes-Oxley Act, Operational Risk, Financial Audits, Process Improvement, Auditing, Basel II, Financial Reporting
Education
Case Western Reserve University 1997 — 1998
Master of Business Administration (MBA), Banking and Finance
Northeastern University 1992 — 1997
BSBA, Accounting
Northeastern University 1992 — 1997
BSBA, Finance and Insurance
MFS Investment Management 2010 - 2015
MFS Investment Management 2008 - 2010
MFS Investment Management 2005 - 2008
State Street 2004 - 2005
State Street 2004 - 2004
State Street 2001 - 2004
EY 2000 - 2000
EY 1998 - 2000
Intel Corporation 1998 - 1998
Skills
Risk Management, Financial Services, Due Diligence, Business Strategy, Accounting, Internal Audit, Enterprise Risk..., Sarbanes-Oxley Act, Operational Risk, Financial Audits, Process Improvement, Auditing, Basel II, Financial Reporting
Education
Case Western Reserve University 1997 — 1998
Master of Business Administration (MBA), Banking and Finance
Northeastern University 1992 — 1997
BSBA, Accounting
Northeastern University 1992 — 1997
BSBA, Finance and Insurance
Franco DeSantis's MFS Investment Management Experience November 1998 - June 2008
Job FCM Finance Director II at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments January 2013 - January 2015
Fidelity Investments June 2011 - January 2013
Fidelity Investments June 2009 - June 2011
MFS Investment Management November 1998 - June 2008
Education
Boston University - School of Management 2000 — 2003
Master of Business Administration (M.B.A.)
University of New Hampshire -- Peter T. Paul College of Business and Economics 1993 — 1997
Bachelor's Degree, Business Administration and Management, General
Fidelity Investments January 2015 - Present
Fidelity Investments January 2013 - January 2015
Fidelity Investments June 2011 - January 2013
Fidelity Investments June 2009 - June 2011
MFS Investment Management November 1998 - June 2008
Education
Boston University - School of Management 2000 — 2003
Master of Business Administration (M.B.A.)
University of New Hampshire -- Peter T. Paul College of Business and Economics 1993 — 1997
Bachelor's Degree, Business Administration and Management, General
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group