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
Whitney Wiggins Whitney Wiggins's MFS Investment Management Experience February 2015 - Present
Job Digital Strategy & Analytics Manager at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management February 2015 - Present
MFS Investment Management March 2011 - February 2015
Feeley & Driscoll, P.C. October 2008 - March 2011
StudentCity.com May 2007 - March 2008
Arkopharma, Health from the Sun May 2006 - January 2007
Skills
Marketing Strategy, Marketing, Email Marketing, Social Media, Management, Business Planning, Marketing Communications, Budgets, Market Research, Digital Marketing, Competitive Analysis
Education
Northeastern University - Graduate School of Business Administration 2010 — 2011
Graduate Certificate in Advanced Management
Merrimack College 2004 — 2008
Bachelors of Science in Business Administration, Marketing
MFS Investment Management February 2015 - Present
MFS Investment Management March 2011 - February 2015
Feeley & Driscoll, P.C. October 2008 - March 2011
StudentCity.com May 2007 - March 2008
Arkopharma, Health from the Sun May 2006 - January 2007
Skills
Marketing Strategy, Marketing, Email Marketing, Social Media, Management, Business Planning, Marketing Communications, Budgets, Market Research, Digital Marketing, Competitive Analysis
Education
Northeastern University - Graduate School of Business Administration 2010 — 2011
Graduate Certificate in Advanced Management
Merrimack College 2004 — 2008
Bachelors of Science in Business Administration, Marketing
Brandon Stein Brandon Stein's MFS Investment Management Experience December 2003 - April 2011
Job Advisory Solutions Operations at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2013 - Present
UPS October 2001 - June 2013
MFS Investment Management December 2003 - April 2011
DeVry University March 2001 - October 2003
Convergys October 2000 - March 2001
Mountain West Research Center October 1998 - October 2000
Skills
Financial Analysis, Customer Service, Sales Management, Team Building, Business Strategy, Quality Control, Safety, Security, Dependable Team Player, Close Attention to..., Always Punctual, Employee Relations, Customer Satisfaction, Leadership, Troubleshooting, Call Centers, Management, Budgets, Finance, Project Management, Process Improvement, Cold Calling, Sales, Microsoft Office, Strategic Planning, Financial Services
Education
DeVry University 2001 — 2003
Bachelor of Science (B.S.), Business Administration
Edward Jones April 2013 - Present
UPS October 2001 - June 2013
MFS Investment Management December 2003 - April 2011
DeVry University March 2001 - October 2003
Convergys October 2000 - March 2001
Mountain West Research Center October 1998 - October 2000
Skills
Financial Analysis, Customer Service, Sales Management, Team Building, Business Strategy, Quality Control, Safety, Security, Dependable Team Player, Close Attention to..., Always Punctual, Employee Relations, Customer Satisfaction, Leadership, Troubleshooting, Call Centers, Management, Budgets, Finance, Project Management, Process Improvement, Cold Calling, Sales, Microsoft Office, Strategic Planning, Financial Services
Education
DeVry University 2001 — 2003
Bachelor of Science (B.S.), Business Administration
Sarah Muccini Sarah Muccini's MFS Investment Management Experience June 2011 - August 2011
Job Teacher Assistant
Industry
Experience
Perkins School for the Blind June 2014 - Present
Thom Early Intervention September 2013 - December 2013
Inditex June 2013 - August 2013
MFS Investment Management June 2011 - August 2011
The Paper Store, Dedham, MA July 2009 - June 2011
Boston College Campus School April 2010 - May 2010
Skills
PowerPoint, Customer Service, Microsoft Excel, Microsoft Word, Dependable Team Player, Creativity, Outlook, Crisis Prevention..., Cpr Certified, First Aid, Sign Language
Education
College of the Holy Cross 2010 — 2014
Bachelor of Arts (B.A.), Psychology
University College Cork
Psychology
Ursuline Academy High School 2006 — 2010
Perkins School for the Blind June 2014 - Present
Thom Early Intervention September 2013 - December 2013
Inditex June 2013 - August 2013
MFS Investment Management June 2011 - August 2011
The Paper Store, Dedham, MA July 2009 - June 2011
Boston College Campus School April 2010 - May 2010
Skills
PowerPoint, Customer Service, Microsoft Excel, Microsoft Word, Dependable Team Player, Creativity, Outlook, Crisis Prevention..., Cpr Certified, First Aid, Sign Language
Education
College of the Holy Cross 2010 — 2014
Bachelor of Arts (B.A.), Psychology
University College Cork
Psychology
Ursuline Academy High School 2006 — 2010
Kevin Crotty Kevin Crotty's MFS Investment Management Experience March 2014 - Present
Job at
Industry Financial Services
Experience
MFS Investment Management March 2014 - Present
MFS Investment Management December 2007 - March 2014
Brown Brothers Harriman October 2006 - November 2007
Skills
Financial Reporting, Financial Analysis
Education
Colby Sawyer College 2002 — 2006
Bachelor of Science (BS), Business Administration and Management, General
MFS Investment Management March 2014 - Present
MFS Investment Management December 2007 - March 2014
Brown Brothers Harriman October 2006 - November 2007
Skills
Financial Reporting, Financial Analysis
Education
Colby Sawyer College 2002 — 2006
Bachelor of Science (BS), Business Administration and Management, General
Sarah Rathnam Sarah Rathnam's MFS Investment Management Experience May 2011 - August 2011
Job Carlyle Commodity Management L.L.C.
Industry Financial Services
Experience
The Carlyle Group May 2015 - Present
The Carlyle Group March 2014 - April 2015
Five Rings Capital, LLC May 2012 - March 2014
Bridgewater Associates January 2012 - April 2012
MFS Investment Management May 2011 - August 2011
Skills
Derivatives, VBA, Bloomberg, Trading, R, Perl, Python, Statistics, Trading Systems
Education
Georgetown University 2010 — 2011
Master of Science (MS), Applied Mathematics and Statistics
Dartmouth College 2004 — 2008
Bachelor of Arts (B.A.), French Language and Literature
The Carlyle Group May 2015 - Present
The Carlyle Group March 2014 - April 2015
Five Rings Capital, LLC May 2012 - March 2014
Bridgewater Associates January 2012 - April 2012
MFS Investment Management May 2011 - August 2011
Skills
Derivatives, VBA, Bloomberg, Trading, R, Perl, Python, Statistics, Trading Systems
Education
Georgetown University 2010 — 2011
Master of Science (MS), Applied Mathematics and Statistics
Dartmouth College 2004 — 2008
Bachelor of Arts (B.A.), French Language and Literature
Andrew Diozzi's MFS Investment Management Experience January 2014 - Present
Job Internal Wholesaler at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management January 2014 - Present
MFS Investment Management July 2013 - December 2013
Putnam Investments October 2012 - June 2013
Skills
Finance, Series 6, Microsoft Excel, Series 63, Business Analysis, Microsoft Word, Microsoft Office, Series 7
Education
Stonehill College 2008 — 2012
Bachelor of Science in Business Administration, Major: Finance
Deerfield Academy 2007 — 2008
High School Diploma
MFS Investment Management January 2014 - Present
MFS Investment Management July 2013 - December 2013
Putnam Investments October 2012 - June 2013
Skills
Finance, Series 6, Microsoft Excel, Series 63, Business Analysis, Microsoft Word, Microsoft Office, Series 7
Education
Stonehill College 2008 — 2012
Bachelor of Science in Business Administration, Major: Finance
Deerfield Academy 2007 — 2008
High School Diploma
Chris Stuckart Chris Stuckart's MFS Investment Management Experience November 2010 - Present
Job Regional Sales Representative at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management November 2010 - Present
MTV Networks June 2010 - September 2010
Clemson University July 2007 - June 2010
Sigma Chi Fraternity August 2007 - November 2009
Spike TV June 2009 - August 2009
The Gersh Agency May 2008 - August 2008
Anderson Integrated Marketing October 2005 - November 2005
Skills
Advertising, Leadership, Social Media, Microsoft Excel, Microsoft Office, Management, Public Speaking, Salesforce.com, Recruiting, PowerPoint, Facebook, Market Research, Event Planning, Microsoft Word, Social Media Marketing, Account Management, Marketing, Event Management, Social Networking, Mutual Funds, Client Aquisition, Separately Managed..., Investment Strategies, Business Development, Client Seminars
Education
Clemson University 2007 — 2010
BA, Communication Studies, Sociology
University of Scranton 2006 — 2007
BA, Communication Studies
MFS Investment Management November 2010 - Present
MTV Networks June 2010 - September 2010
Clemson University July 2007 - June 2010
Sigma Chi Fraternity August 2007 - November 2009
Spike TV June 2009 - August 2009
The Gersh Agency May 2008 - August 2008
Anderson Integrated Marketing October 2005 - November 2005
Skills
Advertising, Leadership, Social Media, Microsoft Excel, Microsoft Office, Management, Public Speaking, Salesforce.com, Recruiting, PowerPoint, Facebook, Market Research, Event Planning, Microsoft Word, Social Media Marketing, Account Management, Marketing, Event Management, Social Networking, Mutual Funds, Client Aquisition, Separately Managed..., Investment Strategies, Business Development, Client Seminars
Education
Clemson University 2007 — 2010
BA, Communication Studies, Sociology
University of Scranton 2006 — 2007
BA, Communication Studies
Gary Nunley, Jr MBA, CTP Gary Nunley, Jr MBA, CTP's MFS Investment Management Experience March 1999 - September 2003
Job
Industry Insurance
Experience
Coverys June 2014 - Present
Coverys May 2008 - June 2014
Arbella Insurance Group April 2005 - May 2008
Arbella Insurance Group March 2006 - December 2006
Neuromart.com January 2001 - April 2005
QinetiQ North America July 2004 - February 2005
MFS Investment Management March 1999 - September 2003
MFS Investment Management September 1997 - March 1999
Northeastern University October 1989 - September 1997
Skills
Cash Management, Bank Relationship..., Disbursements, ACH, Check Processing, Unclaimed Property, Use Tax, Bank Relations, Lockbox, Remote Deposit Capture, Streamline Processes, General Ledger..., Invoice Processing, Departmental Liaison, Treasury Systems, Check 21, Transactional Banking, Straight Through..., Interest Rate Swaps, Intercompany, Treasury Functions, Cash Control, Corporate Finance, Investments, Ledger, Electronic Payments, Managerial Finance, Efficiency Management, Corporate Treasury, Swaps, Cost Reduction Projects, Team Supervision, Software Conversions, Forecasting, Reconciliation, Internal Controls, Analysis, Problem Solving, Accounting, Accounts Payable, Cash, Payroll, Payments, Financial Analysis, Certified Treasury..., Strategic Financial..., Account Reconciliation, General Ledger, Treasury, Business Process
Education
Northeastern University - Graduate School of Business Administration 1995 — 1997
MBA
Northeastern University 1988 — 1994
BSBA
Milton High School 1984 — 1988
Coverys June 2014 - Present
Coverys May 2008 - June 2014
Arbella Insurance Group April 2005 - May 2008
Arbella Insurance Group March 2006 - December 2006
Neuromart.com January 2001 - April 2005
QinetiQ North America July 2004 - February 2005
MFS Investment Management March 1999 - September 2003
MFS Investment Management September 1997 - March 1999
Northeastern University October 1989 - September 1997
Skills
Cash Management, Bank Relationship..., Disbursements, ACH, Check Processing, Unclaimed Property, Use Tax, Bank Relations, Lockbox, Remote Deposit Capture, Streamline Processes, General Ledger..., Invoice Processing, Departmental Liaison, Treasury Systems, Check 21, Transactional Banking, Straight Through..., Interest Rate Swaps, Intercompany, Treasury Functions, Cash Control, Corporate Finance, Investments, Ledger, Electronic Payments, Managerial Finance, Efficiency Management, Corporate Treasury, Swaps, Cost Reduction Projects, Team Supervision, Software Conversions, Forecasting, Reconciliation, Internal Controls, Analysis, Problem Solving, Accounting, Accounts Payable, Cash, Payroll, Payments, Financial Analysis, Certified Treasury..., Strategic Financial..., Account Reconciliation, General Ledger, Treasury, Business Process
Education
Northeastern University - Graduate School of Business Administration 1995 — 1997
MBA
Northeastern University 1988 — 1994
BSBA
Milton High School 1984 — 1988
Doug Orton Doug Orton's MFS Investment Management Experience January 2010 - Present
Job Vice President, Business Development at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management January 2010 - Present
MFS Investment Management October 2007 - January 2010
John Hancock Funds August 1998 - 2007
Education
Colorado College 1989 — 1993
Bachelor of Science (BS), Psychology
General H.H. Arnold High 1986 — 1989
MFS Investment Management January 2010 - Present
MFS Investment Management October 2007 - January 2010
John Hancock Funds August 1998 - 2007
Education
Colorado College 1989 — 1993
Bachelor of Science (BS), Psychology
General H.H. Arnold High 1986 — 1989
Charles Caspar's MFS Investment Management Experience June 2015 - Present
Job Sales Coordinator at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management June 2015 - Present
Raider Futon Rental April 2012 - May 2015
Colgate University August 2011 - May 2015
MFS Investment Management June 2014 - August 2014
Valance Co. Inc. January 2014 - January 2014
Master Chimney Sweepers May 2011 - August 2013
Blue Ginger June 2010 - August 2012
Skills
Team Leadership, Entrepreneurship, Sales, Microsoft Excel, Public Speaking, Research, PowerPoint
Education
Colgate University 2011 — 2015
Bachelor of Arts (B.A.), Geography and Economics, Magna Cum Laude
Milton Academy 2005 — 2011
MFS Investment Management June 2015 - Present
Raider Futon Rental April 2012 - May 2015
Colgate University August 2011 - May 2015
MFS Investment Management June 2014 - August 2014
Valance Co. Inc. January 2014 - January 2014
Master Chimney Sweepers May 2011 - August 2013
Blue Ginger June 2010 - August 2012
Skills
Team Leadership, Entrepreneurship, Sales, Microsoft Excel, Public Speaking, Research, PowerPoint
Education
Colgate University 2011 — 2015
Bachelor of Arts (B.A.), Geography and Economics, Magna Cum Laude
Milton Academy 2005 — 2011
Chase Curtis's MFS Investment Management Experience April 2014 - Present
Job Regional Sales Representative at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management April 2014 - Present
MFS Investment Management November 2013 - April 2014
Annisquam Yacht Club June 2013 - August 2013
Brown Brothers Harriman June 2012 - August 2012
Windridge Tennis & Sports Camps June 2010 - August 2011
Skills
Financial Modeling, Morningstar, Microsoft Word, Microsoft Excel, Series 63, Investments, Series 6, Market Research, Economics
Education
Denison University 2009 — 2013
BA, Major: Economics
Danish Institute of Study Abroad 2011 — 2011
Global Economics, 1st Semester Junior Year
MFS Investment Management April 2014 - Present
MFS Investment Management November 2013 - April 2014
Annisquam Yacht Club June 2013 - August 2013
Brown Brothers Harriman June 2012 - August 2012
Windridge Tennis & Sports Camps June 2010 - August 2011
Skills
Financial Modeling, Morningstar, Microsoft Word, Microsoft Excel, Series 63, Investments, Series 6, Market Research, Economics
Education
Denison University 2009 — 2013
BA, Major: Economics
Danish Institute of Study Abroad 2011 — 2011
Global Economics, 1st Semester Junior Year
Nicholas F. Lara's MFS Investment Management Experience January 2012 - June 2012
Job Equity Analyst at 3i Capital
Industry Financial Services
Experience
3i Capital February 2015 - Present
Wellington Management January 2014 - July 2014
State Street May 2013 - August 2013
Iroko Pharmaceuticals, LLC July 2012 - August 2012
MFS Investment Management January 2012 - June 2012
Skills
Microsoft Excel, Bloomberg, PowerPoint, Microsoft Word, Accounting, Financial Reporting, Minitab, Risk Management, Word, Excel, Able to Extract, Fundsuite, Access, Portfolio Management, Finance, Corporate Finance, Equities, Valuation, Business Strategy
Education
D'Amore-McKim School of Business at Northeastern University 2010 — 2015
BS Dual-Degree Finance & Economics
The Peddie School 2008 — 2010
Shattuck-St. Mary's School 2006 — 2008
3i Capital February 2015 - Present
Wellington Management January 2014 - July 2014
State Street May 2013 - August 2013
Iroko Pharmaceuticals, LLC July 2012 - August 2012
MFS Investment Management January 2012 - June 2012
Skills
Microsoft Excel, Bloomberg, PowerPoint, Microsoft Word, Accounting, Financial Reporting, Minitab, Risk Management, Word, Excel, Able to Extract, Fundsuite, Access, Portfolio Management, Finance, Corporate Finance, Equities, Valuation, Business Strategy
Education
D'Amore-McKim School of Business at Northeastern University 2010 — 2015
BS Dual-Degree Finance & Economics
The Peddie School 2008 — 2010
Shattuck-St. Mary's School 2006 — 2008
Seth M. Burr Seth M. Burr's MFS Investment Management Experience September 2001 - February 2003
Job COO, LABUR
Industry Information Technology and Services
Experience
Boston Partners in Education 2014 - Present
Home Base Program 2013 - Present
LABUR July 2008 - Present
Kforce February 2003 - June 2008
MFS Investment Management September 2001 - February 2003
Education
Denison University 1997 — 2001
Bachelors, Philosophy
Tabor Academy 1993 — 1997
College Preparatory School, College Preparatory Curriculum
Boston Partners in Education 2014 - Present
Home Base Program 2013 - Present
LABUR July 2008 - Present
Kforce February 2003 - June 2008
MFS Investment Management September 2001 - February 2003
Education
Denison University 1997 — 2001
Bachelors, Philosophy
Tabor Academy 1993 — 1997
College Preparatory School, College Preparatory Curriculum
Peter M.J. Gross Peter M.J. Gross's MFS Investment Management Experience June 2005 - June 2006
Job Online Content Specialist at CFA Institute
Industry Financial Services
Experience
CFA Institute March 2012 - Present
CFA Institute September 2007 - March 2012
The Hook June 2007 - June 2008
Hampton Roads Publishing July 2006 - September 2007
MFS Investment Management June 2005 - June 2006
MFS Investment Management September 2003 - June 2005
MFS Investment Management August 2000 - September 2003
Skills
Editing, Writing, Social Media, Web Content, Press Releases, Copy Editing, Blogging, Copywriting, Journalism, Microsoft Word, Twitter, Proofreading, Editorial, Wordpress, Corporate Communications, PowerPoint, Word, Microsoft Office, Excel, Photoshop, WordPress, Publishing, Content Management
Education
Connecticut College 1996 — 2000
BA, English
Concord Academy
CFA Institute March 2012 - Present
CFA Institute September 2007 - March 2012
The Hook June 2007 - June 2008
Hampton Roads Publishing July 2006 - September 2007
MFS Investment Management June 2005 - June 2006
MFS Investment Management September 2003 - June 2005
MFS Investment Management August 2000 - September 2003
Skills
Editing, Writing, Social Media, Web Content, Press Releases, Copy Editing, Blogging, Copywriting, Journalism, Microsoft Word, Twitter, Proofreading, Editorial, Wordpress, Corporate Communications, PowerPoint, Word, Microsoft Office, Excel, Photoshop, WordPress, Publishing, Content Management
Education
Connecticut College 1996 — 2000
BA, English
Concord Academy
Evan Brown Evan Brown's MFS Investment Management Experience May 2008 - August 2008
Job Senior Product Manager at ExtensionEngine
Industry Computer Software
Experience
ExtensionEngine July 2014 - Present
ExtensionEngine July 2011 - June 2014
J. Robert Scott May 2009 - June 2011
MFS Investment Management May 2008 - August 2008
United States Senate June 2006 - July 2006
Skills
Business Strategy, Business Analysis, Entrepreneurship, Business Intelligence, Software Project..., Product Development, Executive Compensation, Agile Project Management, Leadership, Enterprise Software, Start-ups, User Experience, Mobile Applications, SaaS, Strategy, Project Management, Product Management, Mobile Devices
Education
Cornell University 2005 — 2009
Bachelor of Science, Industrial and Labor Relations
ExtensionEngine July 2014 - Present
ExtensionEngine July 2011 - June 2014
J. Robert Scott May 2009 - June 2011
MFS Investment Management May 2008 - August 2008
United States Senate June 2006 - July 2006
Skills
Business Strategy, Business Analysis, Entrepreneurship, Business Intelligence, Software Project..., Product Development, Executive Compensation, Agile Project Management, Leadership, Enterprise Software, Start-ups, User Experience, Mobile Applications, SaaS, Strategy, Project Management, Product Management, Mobile Devices
Education
Cornell University 2005 — 2009
Bachelor of Science, Industrial and Labor Relations
Jerry Labadie Jerry Labadie's MFS Investment Management Experience August 1999 - March 2002
Job System Support Analyst at Moors & Cabot
Industry Information Technology and Services
Experience
Moors & Cabot February 2012 - Present
Latham & Watkins April 2011 - July 2011
MBTA January 2011 - April 2011
Haemonetics Corporation October 2010 - February 2011
National Water Main Cleaning Company September 2009 - May 2010
Geek Choice March 2009 - September 2009
Kronos Inc January 2003 - January 2009
Goodwin Procter LLP March 2002 - October 2002
MFS Investment Management August 1999 - March 2002
First Data Corporation March 1997 - August 1999
Skills
Active Directory, Troubleshooting, Documentation, Citrix, Laptops, Printers, Windows, Access, SQL Server, Customer Relations, SharePoint, Customer Service, Microsoft Office, Outlook, Computer Hardware, Vendor Management, Operating Systems, Security, Windows 7, XP, VMware, TCP/IP, Linux, Problem Solving, Process Improvement, Excel, Word, Disaster Recovery, Change Management, Visio, Virtualization, Cisco, Databases, SQL, System Administration, Administration, Team Leadership, Visual Basic, Windows Server 2003, Desktop Support, Servers, Blackberry, IT Management, 2008 R2, Postini, Google Apps, Websense, Symantec Endpoint..., SmartStation, Bloomberg
Education
University of Phoenix 2005 — 2007
Bachelor of Science (BS), Information Technology
Clark University 2003 — 2004
MCSE
Massasoit Community College 1991 — 1994
Assiot, Computer Sience
South Shore Vo-Tech 1987 — 1991
Management
Moors & Cabot February 2012 - Present
Latham & Watkins April 2011 - July 2011
MBTA January 2011 - April 2011
Haemonetics Corporation October 2010 - February 2011
National Water Main Cleaning Company September 2009 - May 2010
Geek Choice March 2009 - September 2009
Kronos Inc January 2003 - January 2009
Goodwin Procter LLP March 2002 - October 2002
MFS Investment Management August 1999 - March 2002
First Data Corporation March 1997 - August 1999
Skills
Active Directory, Troubleshooting, Documentation, Citrix, Laptops, Printers, Windows, Access, SQL Server, Customer Relations, SharePoint, Customer Service, Microsoft Office, Outlook, Computer Hardware, Vendor Management, Operating Systems, Security, Windows 7, XP, VMware, TCP/IP, Linux, Problem Solving, Process Improvement, Excel, Word, Disaster Recovery, Change Management, Visio, Virtualization, Cisco, Databases, SQL, System Administration, Administration, Team Leadership, Visual Basic, Windows Server 2003, Desktop Support, Servers, Blackberry, IT Management, 2008 R2, Postini, Google Apps, Websense, Symantec Endpoint..., SmartStation, Bloomberg
Education
University of Phoenix 2005 — 2007
Bachelor of Science (BS), Information Technology
Clark University 2003 — 2004
MCSE
Massasoit Community College 1991 — 1994
Assiot, Computer Sience
South Shore Vo-Tech 1987 — 1991
Management
Michael Emerson's MFS Investment Management Experience January 2007 - June 2014
Job VP, Head of North American Portfolio Specialists and Analysts at SSgA
Industry Financial Services
Experience
State Street Global Advisors July 2014 - Present
MFS Investment Management January 2007 - June 2014
MFS Investment Management January 2007 - January 2009
MFS Investment Management January 2005 - January 2007
Legg Mason Wood Walker June 2004 - January 2005
Mellon Financial June 1997 - September 2000
Skills
Trading Systems, Financial Accounting, Investments, Portfolio Management, Financial Services, Management, Equities, Mutual Funds, Fixed Income, Asset Management, Trading, Bloomberg, Finance
Education
Clark University 1991 — 1995
BA, Economics
State Street Global Advisors July 2014 - Present
MFS Investment Management January 2007 - June 2014
MFS Investment Management January 2007 - January 2009
MFS Investment Management January 2005 - January 2007
Legg Mason Wood Walker June 2004 - January 2005
Mellon Financial June 1997 - September 2000
Skills
Trading Systems, Financial Accounting, Investments, Portfolio Management, Financial Services, Management, Equities, Mutual Funds, Fixed Income, Asset Management, Trading, Bloomberg, Finance
Education
Clark University 1991 — 1995
BA, Economics
Galen Sprague's MFS Investment Management Experience October 2003 - April 2005
Job Mac Systems Engineer at Staples
Industry Information Technology and Services
Experience
Staples May 2015 - Present
Staples May 2009 - April 2015
Staples October 2006 - May 2009
Staples April 2005 - October 2006
MFS Investment Management October 2003 - April 2005
Staples April 2002 - February 2003
Galen Sprague January 2001 - April 2002
Education
Clark University 2000 — 2002
Master Certificate, Client/Server VB/ASP Development
Staples May 2015 - Present
Staples May 2009 - April 2015
Staples October 2006 - May 2009
Staples April 2005 - October 2006
MFS Investment Management October 2003 - April 2005
Staples April 2002 - February 2003
Galen Sprague January 2001 - April 2002
Education
Clark University 2000 — 2002
Master Certificate, Client/Server VB/ASP Development
George Hrubec George Hrubec's MFS Investment Management Experience 1995 - December 2006
Job Director at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group January 2013 - Present
Hartford Life 2008 - December 2012
Sun Life Retirement Services December 2006 - March 2008
MFS investment management 1995 - December 2006
Fidelity 1988 - 1995
Skills
Financial Services, Vendor Management, Business Analysis, Mutual Funds, Disaster Recovery, Asset Managment, Process Improvement, 401k, Relationship Management, Investments, Project Management, Risk Management, Insurance, Enterprise Architecture, Retirement, Outsourcing, SDLC, Leadership
Education
Czech Technical University in Prague 1985 — 1987
MassMutual Financial Group January 2013 - Present
Hartford Life 2008 - December 2012
Sun Life Retirement Services December 2006 - March 2008
MFS investment management 1995 - December 2006
Fidelity 1988 - 1995
Skills
Financial Services, Vendor Management, Business Analysis, Mutual Funds, Disaster Recovery, Asset Managment, Process Improvement, 401k, Relationship Management, Investments, Project Management, Risk Management, Insurance, Enterprise Architecture, Retirement, Outsourcing, SDLC, Leadership
Education
Czech Technical University in Prague 1985 — 1987
Dylan Klopp Dylan Klopp's MFS Investment Management Experience July 2013 - December 2013
Job Analyst // Commercial Real Estate
Industry Commercial Real Estate
Experience
Walker & Dunlop July 2015 - Present
AdvantageData May 2014 - December 2014
NU Collegiate Alternative Investments Summit (CAIS) January 2014 - September 2014
MFS Investment Management July 2013 - December 2013
Education
Northeastern University 2012 — 2015
Bachelor of Science in Business Administration (B.S.B.A.)
D'Amore-McKim School of Business at Northeastern University 2012 — 2015
Bachelor of Science in Business Administration (B.S.B.A)
Walker & Dunlop July 2015 - Present
AdvantageData May 2014 - December 2014
NU Collegiate Alternative Investments Summit (CAIS) January 2014 - September 2014
MFS Investment Management July 2013 - December 2013
Education
Northeastern University 2012 — 2015
Bachelor of Science in Business Administration (B.S.B.A.)
D'Amore-McKim School of Business at Northeastern University 2012 — 2015
Bachelor of Science in Business Administration (B.S.B.A)
Connor Potvin's MFS Investment Management Experience July 2013 - April 2014
Job Financial Services Audit Intern at EisnerAmper Ireland
Industry Financial Services
Experience
EisnerAmper Ireland February 2015 - July 2015
MFS Investment Management July 2013 - April 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Teamwork, Bloomberg Terminal, Sales Logix, Data Analysis, Access, Financial Analysis, Sales, Finance, Research, Public Speaking
Education
Northeastern University 2011 — 2016
Bachelor of Science in International Business, Finance
Dublin City University 2014 — 2015
Bachelor of Arts (B.A.), Global Business
EisnerAmper Ireland February 2015 - July 2015
MFS Investment Management July 2013 - April 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Teamwork, Bloomberg Terminal, Sales Logix, Data Analysis, Access, Financial Analysis, Sales, Finance, Research, Public Speaking
Education
Northeastern University 2011 — 2016
Bachelor of Science in International Business, Finance
Dublin City University 2014 — 2015
Bachelor of Arts (B.A.), Global Business
Anne S Kwong Anne S Kwong's MFS Investment Management Experience July 2006 - March 2007
Job Manager Product Management at Staples
Industry Retail
Experience
Staples January 2015 - Present
Staples June 2014 - January 2015
Staples October 2012 - June 2014
Staples December 2009 - October 2012
Staples May 2008 - December 2009
Staples July 2007 - December 2007
MFS Investment Management July 2006 - March 2007
H&M March 2006 - February 2007
Skills
Product Development, Merchandising, Retail, Cross-functional Team..., Product Marketing, Competitive Analysis, Project Management, Problem Solving, Strategy, B2B, Pricing, Forecasting, Market Research, Product Management
Education
Northeastern University 2005 — 2008
Bachelor, Marketing and Management
Dean College 2003 — 2005
Associate, Marketing
Staples January 2015 - Present
Staples June 2014 - January 2015
Staples October 2012 - June 2014
Staples December 2009 - October 2012
Staples May 2008 - December 2009
Staples July 2007 - December 2007
MFS Investment Management July 2006 - March 2007
H&M March 2006 - February 2007
Skills
Product Development, Merchandising, Retail, Cross-functional Team..., Product Marketing, Competitive Analysis, Project Management, Problem Solving, Strategy, B2B, Pricing, Forecasting, Market Research, Product Management
Education
Northeastern University 2005 — 2008
Bachelor, Marketing and Management
Dean College 2003 — 2005
Associate, Marketing
Bob Chabot's MFS Investment Management Experience July 1998 - July 1999
Job VP at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services July 1999 - Present
MFS Investment Management July 1998 - July 1999
Boston Financial Data Services May 1986 - June 1998
Skills
Mutual Funds, Transfer Agency, Call Center, CRM, Financial Services, Call Centers, Relationship Management, Risk Management
Education
Curry College
Boston Financial Data Services July 1999 - Present
MFS Investment Management July 1998 - July 1999
Boston Financial Data Services May 1986 - June 1998
Skills
Mutual Funds, Transfer Agency, Call Center, CRM, Financial Services, Call Centers, Relationship Management, Risk Management
Education
Curry College
Andy Strott Andy Strott's MFS Investment Management Experience April 2001 - April 2007
Job Managing Partner at International Business Partners Corporation
Industry Real Estate
Experience
International Business Partners Corporation August 2015 - Present
Lockwood and Mead Real Estate May 2013 - Present
ISG Capital Management Ltd. April 2007 - May 2013
GOALOOP® March 2011 - March 2013
MFS Investment Management April 2001 - April 2007
BlackRock, Inc. 2000 - 2001
AllianceBernstein September 1992 - September 1997
Skills
New Business Development, Fundraising, International Business, Start-ups, International Sales, Executive Management, Investments, Internet, Marketing Strategy, Client Relationship..., Client Service, Sales Management, CRM, Real Estate, Venture Capital, Financial Services, Business Strategy, Strategic Partnerships, Product Management, Client Services
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Finance/Int'l Business
Loyola University Maryland 1988 — 1992
BA, Spanish
International Business Partners Corporation August 2015 - Present
Lockwood and Mead Real Estate May 2013 - Present
ISG Capital Management Ltd. April 2007 - May 2013
GOALOOP® March 2011 - March 2013
MFS Investment Management April 2001 - April 2007
BlackRock, Inc. 2000 - 2001
AllianceBernstein September 1992 - September 1997
Skills
New Business Development, Fundraising, International Business, Start-ups, International Sales, Executive Management, Investments, Internet, Marketing Strategy, Client Relationship..., Client Service, Sales Management, CRM, Real Estate, Venture Capital, Financial Services, Business Strategy, Strategic Partnerships, Product Management, Client Services
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Finance/Int'l Business
Loyola University Maryland 1988 — 1992
BA, Spanish
Samantha Rifkin's MFS Investment Management Experience July 2012 - December 2012
Job Travel Specialist at Indagare
Industry Hospitality
Experience
Indagare April 2015 - Present
Tetuan Valley March 2014 - July 2014
MFS Investment Management July 2012 - December 2012
Life's WORC June 2011 - August 2011
Camp Echo June 2009 - August 2010
Skills
PowerPoint, Facebook, Microsoft Office, Social Media, Microsoft Word, Time Management, Microsoft Excel, Teamwork, Blogging, Social Networking, Spanish
Education
D'Amore-McKim School of Business at Northeastern University 2010 — 2014
Bachelor of Science in International Business, Concentration in Finance & Minor in Spanish
Comillas Pontifical University 2013 — 2014
E4: International Business Expatriate Year, Minor in Spanish
CLIC International House 2012 — 2012
Spanish Language
East Meadow High School 2006 — 2010
Indagare April 2015 - Present
Tetuan Valley March 2014 - July 2014
MFS Investment Management July 2012 - December 2012
Life's WORC June 2011 - August 2011
Camp Echo June 2009 - August 2010
Skills
PowerPoint, Facebook, Microsoft Office, Social Media, Microsoft Word, Time Management, Microsoft Excel, Teamwork, Blogging, Social Networking, Spanish
Education
D'Amore-McKim School of Business at Northeastern University 2010 — 2014
Bachelor of Science in International Business, Concentration in Finance & Minor in Spanish
Comillas Pontifical University 2013 — 2014
E4: International Business Expatriate Year, Minor in Spanish
CLIC International House 2012 — 2012
Spanish Language
East Meadow High School 2006 — 2010
Alisa Attardi Skatrud, CFA Alisa Attardi Skatrud, CFA's MFS Investment Management Experience 2001 - 2006
Job Senior Institutional Investment Professional
Industry Investment Management
Experience
. Manager, Socially Responsible InvestingPortico Benefit Services
MFS Investment Management 2001 - 2006
Miller Anderson & Sherrerd 1994 - 2001
Vanguard Group 1991 - 1994
Skills
Investments, Asset Managment, Hedge Funds, Investment Management, Asset Allocation, Equities, Fixed Income, Mutual Funds, Alternative Investments, Strategy, Series 63, Securities, Investment Strategies, Financial Services, Investment Advisory, Fund Of Funds
Education
Colby College 1987 — 1991
BA, English
. Manager, Socially Responsible InvestingPortico Benefit Services
MFS Investment Management 2001 - 2006
Miller Anderson & Sherrerd 1994 - 2001
Vanguard Group 1991 - 1994
Skills
Investments, Asset Managment, Hedge Funds, Investment Management, Asset Allocation, Equities, Fixed Income, Mutual Funds, Alternative Investments, Strategy, Series 63, Securities, Investment Strategies, Financial Services, Investment Advisory, Fund Of Funds
Education
Colby College 1987 — 1991
BA, English
Robert Zawadzkas's MFS Investment Management Experience April 1994 - March 1996
Job Lead Business Analyst Asset Management Tech at PNC
Industry Information Technology and Services
Experience
PNC June 2015 - Present
Automated Financial Systems, Inc. (AFS) April 2011 - May 2015
Morgan Stanley Smith Barney July 2010 - April 2011
JP Morgan Chase December 1999 - July 2010
Deutsche Bank January 1999 - December 1999
Morgan Stanley Dean Witter April 1996 - December 1998
MFS Investment Management April 1994 - March 1996
New England Financial March 1990 - February 1994
Skills
Testing, Analysis, Requirements Gathering, Process Improvement, Project Management, Business Requirements, Product Management, SDLC, Training, Vendor Management
Education
Clark University 1985 — 1989
BA, Economics
Horace Mann 1981 — 1985
PNC June 2015 - Present
Automated Financial Systems, Inc. (AFS) April 2011 - May 2015
Morgan Stanley Smith Barney July 2010 - April 2011
JP Morgan Chase December 1999 - July 2010
Deutsche Bank January 1999 - December 1999
Morgan Stanley Dean Witter April 1996 - December 1998
MFS Investment Management April 1994 - March 1996
New England Financial March 1990 - February 1994
Skills
Testing, Analysis, Requirements Gathering, Process Improvement, Project Management, Business Requirements, Product Management, SDLC, Training, Vendor Management
Education
Clark University 1985 — 1989
BA, Economics
Horace Mann 1981 — 1985
John Sieger John Sieger's MFS Investment Management Experience December 1993 - Present
Job Vice President, Director at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management December 1993 - Present
Skills
Series 7, Series 24, Series 26, Series 63, Series 6
Education
Northeastern University - Graduate School of Business Administration 2004 — 2005
Executive MBA
Denison University 1989 — 1993
Bachelor of Arts, Political Science
MFS Investment Management December 1993 - Present
Skills
Series 7, Series 24, Series 26, Series 63, Series 6
Education
Northeastern University - Graduate School of Business Administration 2004 — 2005
Executive MBA
Denison University 1989 — 1993
Bachelor of Arts, Political Science
Keith Antaya's MFS Investment Management Experience April 2004 - February 2005
Job Senior Associate at Globeop
Industry Financial Services
Experience
GlobeOp Financial Services May 2011 - Present
SSC Technologies January 2010 - April 2011
CIGNA June 2006 - December 2009
Boston Financial Data Services June 2005 - June 2006
MFS Investment Management April 2004 - February 2005
Boston Capital June 2001 - April 2004
Skills
Investments, Mutual Funds, Due Diligence, Finance, Trading, Investor Relations, Investment Management, Accounting, Funding, Management, CRM, Real Estate, Customer Service, Accounts Payable, Training, Hedge Funds, Asset Management, Alternative Investments, Bloomberg, Equities
Education
Curry College 1997 — 2001
Bachelor's, Business Management; Finance and Accounting
GlobeOp Financial Services May 2011 - Present
SSC Technologies January 2010 - April 2011
CIGNA June 2006 - December 2009
Boston Financial Data Services June 2005 - June 2006
MFS Investment Management April 2004 - February 2005
Boston Capital June 2001 - April 2004
Skills
Investments, Mutual Funds, Due Diligence, Finance, Trading, Investor Relations, Investment Management, Accounting, Funding, Management, CRM, Real Estate, Customer Service, Accounts Payable, Training, Hedge Funds, Asset Management, Alternative Investments, Bloomberg, Equities
Education
Curry College 1997 — 2001
Bachelor's, Business Management; Finance and Accounting
Rico Moscaritolo Rico Moscaritolo's MFS Investment Management Experience January 2000 - December 2002
Job Senior Sales Executive at Algorithmics, an IBM Company
Industry Computer Software
Experience
IBM Risk Analytics August 2011 - Present
Pertrac Financial Solutions September 2006 - August 2011
Brainshark January 2005 - September 2006
Neptune Web January 2003 - December 2004
MFS Investment Management January 2000 - December 2002
Skills
Start-ups, Financial Services, Investments, Analytics, CRM, Trading, Cloud Computing, Sales Operations, Portfolio Management, Solution Selling, Finance, Sales, Account Management, Investor Relations, Business Development, Strategy, Salesforce.com, SaaS, Professional Services, Enterprise Software, Relationship Management, Lead Generation
Education
North Andover High School 1987 — 1991
College of the Holy Cross
BA, Economics
IBM Risk Analytics August 2011 - Present
Pertrac Financial Solutions September 2006 - August 2011
Brainshark January 2005 - September 2006
Neptune Web January 2003 - December 2004
MFS Investment Management January 2000 - December 2002
Skills
Start-ups, Financial Services, Investments, Analytics, CRM, Trading, Cloud Computing, Sales Operations, Portfolio Management, Solution Selling, Finance, Sales, Account Management, Investor Relations, Business Development, Strategy, Salesforce.com, SaaS, Professional Services, Enterprise Software, Relationship Management, Lead Generation
Education
North Andover High School 1987 — 1991
College of the Holy Cross
BA, Economics
Brad Kolstoe's MFS Investment Management Experience 2000 - 2001
Job Vice President at Lightstone Group
Industry Financial Services
Experience
Lightstone Group September 2013 - Present
bk / consult, llc February 2013 - September 2013
UBS Financial Services December 2011 - February 2013
Cembra Financial Group, LLC February 2010 - December 2011
Phoenix Life Insurance Company 2002 - 2009
Universal Financial Consultants 2004 - 2005
MFS Investment Management 2000 - 2001
Delaware Investments 1997 - 2000
UBS 1991 - 1997
Skills
Leadership, Fixed Annuities, Insurance, Life Insurance, Investments, Sales Operations, Public Speaking, Series 7, Series 24, Series 63, Series 65, Colorado Life, Health &..., Retirement, Retirement Planning, 401k, Variable Annuities, Asset Allocation, Alternative Investments, Investment Advisory, Sales Management, Relationship Management, Financial Services, Portfolio Management, Estate Planning, Financial Advisory, Strategic Financial..., Mutual Funds, Finance, Financial Planners, Wealth Management, Long-term Care, Securities
Education
Colorado State University 1971 — 1976
BS, Biological & Physical Sciences
University of Wyoming College of Law
Lightstone Group September 2013 - Present
bk / consult, llc February 2013 - September 2013
UBS Financial Services December 2011 - February 2013
Cembra Financial Group, LLC February 2010 - December 2011
Phoenix Life Insurance Company 2002 - 2009
Universal Financial Consultants 2004 - 2005
MFS Investment Management 2000 - 2001
Delaware Investments 1997 - 2000
UBS 1991 - 1997
Skills
Leadership, Fixed Annuities, Insurance, Life Insurance, Investments, Sales Operations, Public Speaking, Series 7, Series 24, Series 63, Series 65, Colorado Life, Health &..., Retirement, Retirement Planning, 401k, Variable Annuities, Asset Allocation, Alternative Investments, Investment Advisory, Sales Management, Relationship Management, Financial Services, Portfolio Management, Estate Planning, Financial Advisory, Strategic Financial..., Mutual Funds, Finance, Financial Planners, Wealth Management, Long-term Care, Securities
Education
Colorado State University 1971 — 1976
BS, Biological & Physical Sciences
University of Wyoming College of Law
Edmund Grant, CFA, CAIA Edmund Grant, CFA, CAIA's MFS Investment Management Experience November 2014 - Present
Job Managing Director at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management November 2014 - Present
AllianceBernstein Institutional Investments August 2011 - November 2014
Delaware Investments October 1997 - August 2011
103rd Engineer Battalion, PAARNG 1996 - 2004
AIG Equity Sales 1996 - 1997
Skills
Fixed Income, Alternative Investments, Hedge Funds, LDI, Asset Allocation, Equities, Asset Management, Institutional..., Institutional Sales, Defined Contribution, Investments, Sales Management, Portfolio Management, Investment Management, Investment Strategies, Securities, Investment Advisory, Capital Markets, Mutual Funds, Series 24, Series 7, Series 63
Education
Drexel University - College of Business and Administration 2000 — 2002
MBA, Finance
Drexel University 1991 — 1996
Bachelor of Science (BS), Finance
MFS Investment Management November 2014 - Present
AllianceBernstein Institutional Investments August 2011 - November 2014
Delaware Investments October 1997 - August 2011
103rd Engineer Battalion, PAARNG 1996 - 2004
AIG Equity Sales 1996 - 1997
Skills
Fixed Income, Alternative Investments, Hedge Funds, LDI, Asset Allocation, Equities, Asset Management, Institutional..., Institutional Sales, Defined Contribution, Investments, Sales Management, Portfolio Management, Investment Management, Investment Strategies, Securities, Investment Advisory, Capital Markets, Mutual Funds, Series 24, Series 7, Series 63
Education
Drexel University - College of Business and Administration 2000 — 2002
MBA, Finance
Drexel University 1991 — 1996
Bachelor of Science (BS), Finance
Guy C. Holbrook, IV, CFA's MFS Investment Management Experience 1987 - 1989
Job Principal and CoFounder at Tidegate Capital
Industry Investment Management
Experience
Tidegate Capital October 2014 - Present
Pearl Capital Investments, LLC March 2014 - Present
Duxbury Bay Maritime School December 2013 - Present
Columbia Management August 2012 - February 2014
Columbia Management October 1998 - August 2012
Scudder Investments 1991 - 1998
Scudder Investments 1991 - 1998
MFS Investment Management 1987 - 1989
Skills
Asset Allocation, Bloomberg, Mutual Funds, Asset Managment, Fixed Income, Portfolio Management, Investments, Wealth Management, Trading, Financial Analysis, Investment Strategies, Risk Management, Morningstar, Financial Modeling, Bonds, Emerging Markets, Credit, Investment Management, Investment Advisory, Asset Management, Insurance, Financial Risk, Management
Education
Colby College 1982 — 1986
Bachelor of Arts (B.A.), Economics
University of Arizona 1985 — 1985
Statistics
Tidegate Capital October 2014 - Present
Pearl Capital Investments, LLC March 2014 - Present
Duxbury Bay Maritime School December 2013 - Present
Columbia Management August 2012 - February 2014
Columbia Management October 1998 - August 2012
Scudder Investments 1991 - 1998
Scudder Investments 1991 - 1998
MFS Investment Management 1987 - 1989
Skills
Asset Allocation, Bloomberg, Mutual Funds, Asset Managment, Fixed Income, Portfolio Management, Investments, Wealth Management, Trading, Financial Analysis, Investment Strategies, Risk Management, Morningstar, Financial Modeling, Bonds, Emerging Markets, Credit, Investment Management, Investment Advisory, Asset Management, Insurance, Financial Risk, Management
Education
Colby College 1982 — 1986
Bachelor of Arts (B.A.), Economics
University of Arizona 1985 — 1985
Statistics
Lauren Harmon, CFA's MFS Investment Management Experience June 2015 - August 2015
Job MBA Candidate at Columbia Business School
Industry Financial Services
Experience
Columbia Business School August 2014 - Present
MFS Investment Management June 2015 - August 2015
GE Asset Management December 2011 - June 2014
Rocaton Investment Advisors July 2011 - December 2011
Rocaton Investment Advisors September 2009 - July 2011
Towers Perrin March 2009 - September 2009
Merrill Lynch May 2008 - July 2008
Precious Cargo April 2000 - August 2006
Skills
Bloomberg, Investments, Asset Managment, Portfolio Management, Strategic Financial..., Finance, Asset Management, Financial Analysis, Investment Management, Alternative Investments, Risk Management, Financial Risk, Due Diligence, Financial Markets, Analysis
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA)
Wake Forest University 2004 — 2008
BS, BA, Business, Psychology
Columbia Business School August 2014 - Present
MFS Investment Management June 2015 - August 2015
GE Asset Management December 2011 - June 2014
Rocaton Investment Advisors July 2011 - December 2011
Rocaton Investment Advisors September 2009 - July 2011
Towers Perrin March 2009 - September 2009
Merrill Lynch May 2008 - July 2008
Precious Cargo April 2000 - August 2006
Skills
Bloomberg, Investments, Asset Managment, Portfolio Management, Strategic Financial..., Finance, Asset Management, Financial Analysis, Investment Management, Alternative Investments, Risk Management, Financial Risk, Due Diligence, Financial Markets, Analysis
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA)
Wake Forest University 2004 — 2008
BS, BA, Business, Psychology
Chuck Delory's MFS Investment Management Experience 1999 - 2001
Job Captain at Boston Towing and Transportation
Industry Maritime
Experience
Boston Towing and Transportation April 1981 - Present
MFS Investment Management 1999 - 2001
Skills
Maritime Operations, ISM, Maritime, Navigation, Maritime Security, Ports, Seamanship, GMDSS, STCW, Marine Engineering, Marine Operations, Systems Engineering, EMail administrator, Vessel Operations, Celestial Navigation, Maritime Safety, Shiphandling
Education
Clark University
MCSE Certificate
Boston Towing and Transportation April 1981 - Present
MFS Investment Management 1999 - 2001
Skills
Maritime Operations, ISM, Maritime, Navigation, Maritime Security, Ports, Seamanship, GMDSS, STCW, Marine Engineering, Marine Operations, Systems Engineering, EMail administrator, Vessel Operations, Celestial Navigation, Maritime Safety, Shiphandling
Education
Clark University
MCSE Certificate
Gordon Miller, CFS® Gordon Miller, CFS®'s MFS Investment Management Experience 2001 - 2003
Job VP, National Advisory Consultant, RIA Channel
Industry Financial Services
Experience
Cole Capital March 2014 - Present
Guggenheim Partners 2011 - March 2014
Vanguard 2008 - 2011
Columbia Management 2003 - 2008
MFS Investment Management 2001 - 2003
Skills
ETFs, Mutual Funds, Annuities, 529 Plans, Indexing, Investments, Series 7, Series 63, Alternative Investments, Investment Strategies, Consultative Selling, Asset Allocation, Separately Managed...
Education
Dickinson College 1997 — 2001
Bachelor of Arts (B.A.)
Morristown-Beard 1993 — 1997
Cole Capital March 2014 - Present
Guggenheim Partners 2011 - March 2014
Vanguard 2008 - 2011
Columbia Management 2003 - 2008
MFS Investment Management 2001 - 2003
Skills
ETFs, Mutual Funds, Annuities, 529 Plans, Indexing, Investments, Series 7, Series 63, Alternative Investments, Investment Strategies, Consultative Selling, Asset Allocation, Separately Managed...
Education
Dickinson College 1997 — 2001
Bachelor of Arts (B.A.)
Morristown-Beard 1993 — 1997
Jenny McNicholas's MFS Investment Management Experience July 2014 - January 2015
Job GEO Advising Assistant at Northeastern University
Industry Financial Services
Experience
Northeastern University January 2015 - May 2015
MFS Investment Management July 2014 - January 2015
"The River and the Sea" September 2013 - November 2013
Jimmy John's August 2011 - July 2013
United States Congress February 2010 - May 2012
Skills
PowerPoint, Teamwork, Self-driven, French to English, English to French, Microsoft Office, Social Media, Facebook, Management, Microsoft Excel, Microsoft Word, Public Speaking, Enthusiast, Highly motivated..., Self Management, Highly detail oriented, Communication, Interpersonal Skills
Education
Dublin City University 2015 — 2016
Bachelor’s Degree, Global Business
Northeastern University 2012 — 2016
Bachelor of Science in International Business, International Business - Finance Concentration
Benet Academy 2008 — 2012
High School Diploma
Northeastern University January 2015 - May 2015
MFS Investment Management July 2014 - January 2015
"The River and the Sea" September 2013 - November 2013
Jimmy John's August 2011 - July 2013
United States Congress February 2010 - May 2012
Skills
PowerPoint, Teamwork, Self-driven, French to English, English to French, Microsoft Office, Social Media, Facebook, Management, Microsoft Excel, Microsoft Word, Public Speaking, Enthusiast, Highly motivated..., Self Management, Highly detail oriented, Communication, Interpersonal Skills
Education
Dublin City University 2015 — 2016
Bachelor’s Degree, Global Business
Northeastern University 2012 — 2016
Bachelor of Science in International Business, International Business - Finance Concentration
Benet Academy 2008 — 2012
High School Diploma
William A. Vincent William A. Vincent's MFS Investment Management Experience October 2008 - Present
Job Sr. Storage Engineer @ MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management October 2008 - Present
EMC 2003 - 2008
EMC 1998 - 2003
US Navy 1993 - 1996
Skills
EMC, NAS, Operating Systems, Storage Virtualization, NetApp, Fibre Channel, Windows, Troubleshooting, Integration, Symmetrix, Replication, Clariion, Netbackup, Brocade, Cisco Technologies, Data Center, Red Hat Linux, EMC Storage, HP, VMware ESX
Education
New England Institute of Technology 2000 — 2005
EE, Electronics, 3.0
Community College of Rhode Island 1991 — 1993
Associate, Criminal Justice
Mount Pleasant High 1987 — 1991
High school Diploma, Mount Pleasan High School
MFS Investment Management October 2008 - Present
EMC 2003 - 2008
EMC 1998 - 2003
US Navy 1993 - 1996
Skills
EMC, NAS, Operating Systems, Storage Virtualization, NetApp, Fibre Channel, Windows, Troubleshooting, Integration, Symmetrix, Replication, Clariion, Netbackup, Brocade, Cisco Technologies, Data Center, Red Hat Linux, EMC Storage, HP, VMware ESX
Education
New England Institute of Technology 2000 — 2005
EE, Electronics, 3.0
Community College of Rhode Island 1991 — 1993
Associate, Criminal Justice
Mount Pleasant High 1987 — 1991
High school Diploma, Mount Pleasan High School
Matt Manella, CFP® Matt Manella, CFP®'s MFS Investment Management Experience 2000 - 2001
Job
Industry Financial Services
Experience
MassMutual Financial Group April 2012 - Present
LPL Financial 2010 - 2011
Wachovia 2009 - 2010
Merrill Lynch 2002 - 2009
American Express Financial Advisors 2001 - 2002
Smith Barney 2001 - 2002
MFS Investment Management 2000 - 2001
Fidelity Investments 1999 - 2000
Various 1988 - 1999
Education
Gordon College 1993 — 1998
Bachelor of Arts, Biblical and Theological Studies; Minor: Marine Biology
College for Financial Planning 2000 — 2003
CFP®, Financial Planning
University of Maryland University College 2007 — 2009
Graduate Work, Accounting and Financial Management
Jerusalem University College (JUC) - Old City Jerusalem, Israel 1996 — 1997
Course Work, Biblical and Theological Studies
Sea Education Association (SEA) - Woods Hole, Massachusetts 1995 — 1996
Course Work, Marine Biology
Montana Wilderness School of the Bible (MWSB) - Augusta, Montana 1992 — 1993
St. Paul's (SP) - Brooklandville, Maryland 1989 — 1991
Valley Forge Military Academy & College 1988 — 1989
MassMutual Financial Group April 2012 - Present
LPL Financial 2010 - 2011
Wachovia 2009 - 2010
Merrill Lynch 2002 - 2009
American Express Financial Advisors 2001 - 2002
Smith Barney 2001 - 2002
MFS Investment Management 2000 - 2001
Fidelity Investments 1999 - 2000
Various 1988 - 1999
Education
Gordon College 1993 — 1998
Bachelor of Arts, Biblical and Theological Studies; Minor: Marine Biology
College for Financial Planning 2000 — 2003
CFP®, Financial Planning
University of Maryland University College 2007 — 2009
Graduate Work, Accounting and Financial Management
Jerusalem University College (JUC) - Old City Jerusalem, Israel 1996 — 1997
Course Work, Biblical and Theological Studies
Sea Education Association (SEA) - Woods Hole, Massachusetts 1995 — 1996
Course Work, Marine Biology
Montana Wilderness School of the Bible (MWSB) - Augusta, Montana 1992 — 1993
St. Paul's (SP) - Brooklandville, Maryland 1989 — 1991
Valley Forge Military Academy & College 1988 — 1989
Laura Coyne Laura Coyne's MFS Investment Management Experience January 1993 - January 2005
Job Vice President and Counsel at Wellington Management
Industry Financial Services
Experience
Wellington Management February 2013 - Present
MFS Investment Management, Inc January 2005 - January 2008
MFS Investment Management January 1993 - January 2005
Hale and Dorr October 1987 - December 1992
Skills
litigation management,..., project management, research and writing, Litigation, Securities, Commercial Litigation, Mutual Funds, Training, Negotiation, Strategic Planning, Investments, Class Actions
Education
Northeastern University School of Law 1984 — 1987
Doctor of Law (JD), corporate, finance, securities law
Colgate University 1978 — 1982
Bachelor of Arts (B.A.), English Language and Literature/Letters
Wellington Management February 2013 - Present
MFS Investment Management, Inc January 2005 - January 2008
MFS Investment Management January 1993 - January 2005
Hale and Dorr October 1987 - December 1992
Skills
litigation management,..., project management, research and writing, Litigation, Securities, Commercial Litigation, Mutual Funds, Training, Negotiation, Strategic Planning, Investments, Class Actions
Education
Northeastern University School of Law 1984 — 1987
Doctor of Law (JD), corporate, finance, securities law
Colgate University 1978 — 1982
Bachelor of Arts (B.A.), English Language and Literature/Letters
Richard Moroney Richard Moroney's MFS Investment Management Experience September 1988 - October 2000
Job Senior Electronics Technician
Industry Military
Experience
Zenetex July 2015 - Present
Computer Sciences Corporation June 2011 - Present
Pine Street Inn May 2003 - August 2010
iCorps Technologies November 2000 - January 2002
MFS Investment Management September 1988 - October 2000
Skills
Technical Support, Servers, Active Directory, Network Administration, Building Relationships, Troubleshooting, Networking, System Administration, Conflict Resolution, Switches, Laptops, Information Technology
Education
Daniel Webster College 2007 — 2009
BS, Management & Organizational Leadership, 3.56
University of Massachusetts, Amherst 1983 — 1986
Economics
Zenetex July 2015 - Present
Computer Sciences Corporation June 2011 - Present
Pine Street Inn May 2003 - August 2010
iCorps Technologies November 2000 - January 2002
MFS Investment Management September 1988 - October 2000
Skills
Technical Support, Servers, Active Directory, Network Administration, Building Relationships, Troubleshooting, Networking, System Administration, Conflict Resolution, Switches, Laptops, Information Technology
Education
Daniel Webster College 2007 — 2009
BS, Management & Organizational Leadership, 3.56
University of Massachusetts, Amherst 1983 — 1986
Economics
Steve Kjar Steve Kjar's MFS Investment Management Experience July 1999 - March 2003
Job 401(k), Defined Contribution, Defined Benefit Retirement Plan and Employee Benefits Consultant, Risk Management Broker
Industry Investment Management
Experience
Lockton Companies July 2010 - Present
Diversified Investment Advisors March 2003 - July 2010
MFS Investment Management July 1999 - March 2003
Principal Financial Group May 1988 - June 1999
Mammel Schropp Swartzbaugh Engler Jones May 1985 - May 1988
Principal Financial Group 1981 - 1985
Skills
401k, Retirement Plan..., Defined Benefit, Defined Contribution, Fiduciary Risk...
Education
Coe College 1977 — 1981
BA, Economics and Business Administraton
Lockton Companies July 2010 - Present
Diversified Investment Advisors March 2003 - July 2010
MFS Investment Management July 1999 - March 2003
Principal Financial Group May 1988 - June 1999
Mammel Schropp Swartzbaugh Engler Jones May 1985 - May 1988
Principal Financial Group 1981 - 1985
Skills
401k, Retirement Plan..., Defined Benefit, Defined Contribution, Fiduciary Risk...
Education
Coe College 1977 — 1981
BA, Economics and Business Administraton
susan adamson's MFS Investment Management Experience June 2008 - March 2014
Job Risk Oversight Officer, Cards and Merchant Services at Santander Bank, N.A.
Industry Financial Services
Experience
Santander Bank, N.A. June 2015 - Present
Santander Bank, N.A. March 2014 - Present
MFS Investment Management June 2008 - March 2014
Boston Financial Data Services November 2006 - June 2008
Boston Financial Data Services November 2003 - November 2006
Boston Financial Data Services June 1998 - November 2003
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, HTML, Banking, Internal Audit, Finance, Risk Management, Financial Risk, Financial Analysis, Financial Modeling, Operational Risk, Analysis, Business Analysis, Financial Services, Management, Process Improvement, Retail Banking
Education
Curry College
Curry College
Santander Bank, N.A. June 2015 - Present
Santander Bank, N.A. March 2014 - Present
MFS Investment Management June 2008 - March 2014
Boston Financial Data Services November 2006 - June 2008
Boston Financial Data Services November 2003 - November 2006
Boston Financial Data Services June 1998 - November 2003
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, HTML, Banking, Internal Audit, Finance, Risk Management, Financial Risk, Financial Analysis, Financial Modeling, Operational Risk, Analysis, Business Analysis, Financial Services, Management, Process Improvement, Retail Banking
Education
Curry College
Curry College
Peter Hogue Peter Hogue's MFS Investment Management Experience June 2006 - September 2006
Job MBA Candidate at Fuqua School of Business
Industry Management Consulting
Experience
Fuqua School of Business July 2014 - Present
Genentech June 2015 - August 2015
Deloitte India May 2014 - July 2014
Deloitte Consulting August 2013 - May 2014
Deloitte Consulting May 2011 - August 2013
Triage Consulting Group September 2008 - May 2011
Gurtin Fixed Income Management, LLC June 2007 - November 2007
MFS Investment Management June 2006 - September 2006
Skills
Strategy, Management Consulting, Portfolio Management, Valuation, Scenario Analysis, Sensitivity Analysis, Strategic Planning, Competitive Analysis, Value Chain Analysis, Business Strategy, Market Research, Finance, Biotechnology, Financial Modeling, Data Analysis, Drug Development, Decision Trees, Monte Carlo Simulation, Global Health, Emerging Markets, Analysis, Program Management, Healthcare, Revenue Cycle, Business Analysis, Access, Management, Training, Performance Improvement, Leadership, Process Improvement, Financial Analysis
Education
Duke University - The Fuqua School of Business 2014 — 2016
MBA, Finance, Certificate in Health Sector Management
University of California, San Diego 2004 — 2008
BA, Economics
Fuqua School of Business July 2014 - Present
Genentech June 2015 - August 2015
Deloitte India May 2014 - July 2014
Deloitte Consulting August 2013 - May 2014
Deloitte Consulting May 2011 - August 2013
Triage Consulting Group September 2008 - May 2011
Gurtin Fixed Income Management, LLC June 2007 - November 2007
MFS Investment Management June 2006 - September 2006
Skills
Strategy, Management Consulting, Portfolio Management, Valuation, Scenario Analysis, Sensitivity Analysis, Strategic Planning, Competitive Analysis, Value Chain Analysis, Business Strategy, Market Research, Finance, Biotechnology, Financial Modeling, Data Analysis, Drug Development, Decision Trees, Monte Carlo Simulation, Global Health, Emerging Markets, Analysis, Program Management, Healthcare, Revenue Cycle, Business Analysis, Access, Management, Training, Performance Improvement, Leadership, Process Improvement, Financial Analysis
Education
Duke University - The Fuqua School of Business 2014 — 2016
MBA, Finance, Certificate in Health Sector Management
University of California, San Diego 2004 — 2008
BA, Economics
Matt Zorumski Matt Zorumski's MFS Investment Management Experience 1998 - 2001
Job Senior Vice President at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investment Management 2002 - Present
Morgan Stanley 2012 - 2015
Morgan Stanley 2012 - 2015
MFS Investment Management 1998 - 2001
Skills
Separately Managed..., Asset Allocation, Series 63, Equities, Investments, Series 6, Mutual Funds, Series 7, Wealth Management, Alternative Investments, Retirement Planning, Asset Management, Uniform Combined State..., Portfolio Management
Education
College of the Holy Cross 1994 — 1997
Bachelor of Arts (B.A.)
The St. Paul's School 1989 — 1993
Pioneer Investment Management 2002 - Present
Morgan Stanley 2012 - 2015
Morgan Stanley 2012 - 2015
MFS Investment Management 1998 - 2001
Skills
Separately Managed..., Asset Allocation, Series 63, Equities, Investments, Series 6, Mutual Funds, Series 7, Wealth Management, Alternative Investments, Retirement Planning, Asset Management, Uniform Combined State..., Portfolio Management
Education
College of the Holy Cross 1994 — 1997
Bachelor of Arts (B.A.)
The St. Paul's School 1989 — 1993
Chris Woodward Chris Woodward's MFS Investment Management Experience January 2008 - June 2008
Job Frontier Market Scout Fellow at Lumeter Networks
Industry Investment Management
Experience
Lumeter Networks February 2015 - Present
Climate Action Business Association December 2014 - Present
Bain Capital July 2011 - March 2014
O'Neill and Associates September 2010 - May 2011
Wellington Management Company January 2010 - July 2010
Grantham, Mayo, Van Otterloo & Co January 2009 - June 2009
MFS Investment Management January 2008 - June 2008
Skills
Accounting, Mutual Funds, Corporate Finance, Account Reconciliation, Strategy, Trading, Financial Statements, Tax, Financial Modeling, Financial Analysis, Accounts Payable, Valuation, Accounts Receivable, Bloomberg, Equities, Finance, Due Diligence, Bloomberg Terminal
Education
D'Amore-McKim School of Business at Northeastern University
Master of Business Administration (M.B.A.), Investments
Middlebury Institute of International Studies at Monterey
Certificate, Impact Investing and Social Enterprise Management
D'Amore-McKim School of Business at Northeastern University
Bachelor of Science, Business Administration; Finance & Accounting
Lumeter Networks February 2015 - Present
Climate Action Business Association December 2014 - Present
Bain Capital July 2011 - March 2014
O'Neill and Associates September 2010 - May 2011
Wellington Management Company January 2010 - July 2010
Grantham, Mayo, Van Otterloo & Co January 2009 - June 2009
MFS Investment Management January 2008 - June 2008
Skills
Accounting, Mutual Funds, Corporate Finance, Account Reconciliation, Strategy, Trading, Financial Statements, Tax, Financial Modeling, Financial Analysis, Accounts Payable, Valuation, Accounts Receivable, Bloomberg, Equities, Finance, Due Diligence, Bloomberg Terminal
Education
D'Amore-McKim School of Business at Northeastern University
Master of Business Administration (M.B.A.), Investments
Middlebury Institute of International Studies at Monterey
Certificate, Impact Investing and Social Enterprise Management
D'Amore-McKim School of Business at Northeastern University
Bachelor of Science, Business Administration; Finance & Accounting
Matthew Stowe, CFA Matthew Stowe, CFA's MFS Investment Management Experience July 2006 - Present
Job Vice President and Assistant General Counsel at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management July 2006 - Present
Boston College Law School 2008 - 2014
WilmerHale September 2003 - July 2006
Duke University School of Law 2006 - 2006
U.S. Court of Appeals for the Fourth Circuit August 2002 - August 2003
Hogan & Hartson August 2001 - August 2002
Smith Breeden Associates Inc May 1996 - August 1998
Skills
Litigation
Education
Duke University School of Law 1998 — 2001
Juris Doctor (J.D.)
University of North Carolina at Chapel Hill 1993 — 1996
Bachelor’s Degree, Business Administration
MFS Investment Management July 2006 - Present
Boston College Law School 2008 - 2014
WilmerHale September 2003 - July 2006
Duke University School of Law 2006 - 2006
U.S. Court of Appeals for the Fourth Circuit August 2002 - August 2003
Hogan & Hartson August 2001 - August 2002
Smith Breeden Associates Inc May 1996 - August 1998
Skills
Litigation
Education
Duke University School of Law 1998 — 2001
Juris Doctor (J.D.)
University of North Carolina at Chapel Hill 1993 — 1996
Bachelor’s Degree, Business Administration
Portia Walker Portia Walker's MFS Investment Management Experience February 2015 - Present
Job Client Service Manager at MFS Investment Management
Industry Nonprofit Organization Management
Experience
MFS Investment Management February 2015 - Present
Boston University College of Fine Arts June 2011 - June 2013
Wellington Management Company November 2008 - April 2010
Wellington Management June 2001 - November 2008
Wellington Management June 1997 - June 2001
Skills
Series 7, Series 63, Leadership, Strategy, Relationship Management, Client Liaison, Management, Analysis, Compliance, Mentoring, Employee Training, Organizational..., Stewardship, Philanthropy, Program Management, Fundraising, Volunteer Management, Nonprofits, Annual Giving, Alumni Relations, Higher Education, Arts Administration, Program Development, Event Planning, Prospect Research, Singing, Board Development, Recruiting
Education
Simmons College - Simmons School of Management 2000 — 2003
Master of Business Administration (M.B.A.)
Colby College 1988 — 1991
B.A., English
MFS Investment Management February 2015 - Present
Boston University College of Fine Arts June 2011 - June 2013
Wellington Management Company November 2008 - April 2010
Wellington Management June 2001 - November 2008
Wellington Management June 1997 - June 2001
Skills
Series 7, Series 63, Leadership, Strategy, Relationship Management, Client Liaison, Management, Analysis, Compliance, Mentoring, Employee Training, Organizational..., Stewardship, Philanthropy, Program Management, Fundraising, Volunteer Management, Nonprofits, Annual Giving, Alumni Relations, Higher Education, Arts Administration, Program Development, Event Planning, Prospect Research, Singing, Board Development, Recruiting
Education
Simmons College - Simmons School of Management 2000 — 2003
Master of Business Administration (M.B.A.)
Colby College 1988 — 1991
B.A., English
Chelsea Shumway Chelsea Shumway's MFS Investment Management Experience November 2011 - Present
Job Senior Corporate Actions Specialist at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management November 2011 - Present
State Street Bank October 2009 - November 2011
Nordstrom October 2010 - January 2011
State Street Bank April 2008 - October 2009
Skills
Implementation Of..., Legal Research, Bloomberg, Finance, Mutual Funds, Financial Markets, Corporate Actions, Research, Sales, Fund Accounting, Securities, Financial Risk, Outlook, Microsoft Office, Financial Analysis, Bonds, Customer Service, Investments, Microsoft Word, Risk Management, Financial Modeling, Data Analysis, Equities, Public Speaking, Process Improvement, Corporate Finance, Analysis, Trading, Portfolio Management, Training, Microsoft Excel, Accounting
Education
University of Rhode Island 2005 — 2007
BA, Political Science
Community College of Rhode Island 2002 — 2004
AS, Law Enforcement
MFS Investment Management November 2011 - Present
State Street Bank October 2009 - November 2011
Nordstrom October 2010 - January 2011
State Street Bank April 2008 - October 2009
Skills
Implementation Of..., Legal Research, Bloomberg, Finance, Mutual Funds, Financial Markets, Corporate Actions, Research, Sales, Fund Accounting, Securities, Financial Risk, Outlook, Microsoft Office, Financial Analysis, Bonds, Customer Service, Investments, Microsoft Word, Risk Management, Financial Modeling, Data Analysis, Equities, Public Speaking, Process Improvement, Corporate Finance, Analysis, Trading, Portfolio Management, Training, Microsoft Excel, Accounting
Education
University of Rhode Island 2005 — 2007
BA, Political Science
Community College of Rhode Island 2002 — 2004
AS, Law Enforcement
Brodie Stone Brodie Stone's MFS Investment Management Experience May 2013 - August 2013
Job Internal Advisor Consultant at PIMCO
Industry
Experience
PIMCO March 2015 - Present
PIMCO June 2014 - February 2015
All College Storage April 2013 - June 2014
MFS Investment Management May 2013 - August 2013
Education
College of the Holy Cross 2010 — 2014
BA in Economics and Spanish, Senior
Universidad del Salvador 2012 — 2012
Concord Carlisle High School 2006 — 2010
Graduate
PIMCO March 2015 - Present
PIMCO June 2014 - February 2015
All College Storage April 2013 - June 2014
MFS Investment Management May 2013 - August 2013
Education
College of the Holy Cross 2010 — 2014
BA in Economics and Spanish, Senior
Universidad del Salvador 2012 — 2012
Concord Carlisle High School 2006 — 2010
Graduate
Thomas Lee Rice Thomas Lee Rice's MFS Investment Management Experience June 2014 - August 2014
Job Investment Banking Analyst at Harris Williams & Co.
Industry Financial Services
Experience
Harris Williams & Co. June 2015 - Present
MFS Investment Management June 2014 - August 2014
PartnerMD May 2012 - August 2013
Q Barbeque May 2011 - August 2011
Skills
Microsoft Excel, Financial Modeling, Valuation, Bloomberg Terminal, PowerPoint, Finance, Data Analysis, Python, Leadership
Education
The College of William and Mary - The Mason School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance
Budapesti Corvinus Egyetem 2013 — 2013
Bachelor of Business Administration (BBA), Finance
Harris Williams & Co. June 2015 - Present
MFS Investment Management June 2014 - August 2014
PartnerMD May 2012 - August 2013
Q Barbeque May 2011 - August 2011
Skills
Microsoft Excel, Financial Modeling, Valuation, Bloomberg Terminal, PowerPoint, Finance, Data Analysis, Python, Leadership
Education
The College of William and Mary - The Mason School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance
Budapesti Corvinus Egyetem 2013 — 2013
Bachelor of Business Administration (BBA), Finance
John D. Duffy, CPWA John D. Duffy, CPWA's MFS Investment Management Experience May 1998 - April 2002
Job Partner, Director of Retirement Plan Services at Cribstone Capital Management, LLC
Industry Investment Management
Experience
Cribstone Capital Management, LLC May 2015 - Present
Duffy Anderson Investment Management Inc., LPL Financial October 2008 - May 2015
A.G. Edwards April 2002 - October 2008
MFS Investment Management May 1998 - April 2002
State Street Research July 1996 - April 1998
New England Financial November 1995 - July 1996
Skills
Investments, Asset Management, Alternative Investments, Equities, Portfolio Management, Due Diligence, Fixed Income, Financial Modeling, Business Strategy
Education
Dickinson College 1991 — 1995
Bachelor of Arts (B.A.)
Chaminade High School, Mineola, NY 1987 — 1991
Cribstone Capital Management, LLC May 2015 - Present
Duffy Anderson Investment Management Inc., LPL Financial October 2008 - May 2015
A.G. Edwards April 2002 - October 2008
MFS Investment Management May 1998 - April 2002
State Street Research July 1996 - April 1998
New England Financial November 1995 - July 1996
Skills
Investments, Asset Management, Alternative Investments, Equities, Portfolio Management, Due Diligence, Fixed Income, Financial Modeling, Business Strategy
Education
Dickinson College 1991 — 1995
Bachelor of Arts (B.A.)
Chaminade High School, Mineola, NY 1987 — 1991
Diane Angelone's MFS Investment Management Experience January 2000 - January 2007
Job Executive Assistant at Tremont Credit Union
Industry Financial Services
Experience
Tremont Credit Union May 2013 - Present
Covidien October 2012 - May 2013
The Staffing Group (Contract) January 2012 - August 2012
Columbia Management March 2007 - September 2010
MFS Investment Management January 2000 - January 2007
MFS Investment Management January 1998 - January 2000
Skills
Mutual Funds, Financial Services, Analysis, Asset Managment, Risk Management, Leadership, Access, CRM, Management, Customer Service, Team Building, Strategic Planning, Training, Cross-functional Team..., Process Improvement, Sales Operations, Microsoft Excel, Customer Satisfaction, Asset Management, Mergers & Acquisitions
Education
Bentley College
bachelor's
Curry College
Massasoit Community College
Computer Information Systems
Tremont Credit Union May 2013 - Present
Covidien October 2012 - May 2013
The Staffing Group (Contract) January 2012 - August 2012
Columbia Management March 2007 - September 2010
MFS Investment Management January 2000 - January 2007
MFS Investment Management January 1998 - January 2000
Skills
Mutual Funds, Financial Services, Analysis, Asset Managment, Risk Management, Leadership, Access, CRM, Management, Customer Service, Team Building, Strategic Planning, Training, Cross-functional Team..., Process Improvement, Sales Operations, Microsoft Excel, Customer Satisfaction, Asset Management, Mergers & Acquisitions
Education
Bentley College
bachelor's
Curry College
Massasoit Community College
Computer Information Systems
Philip Gelsheimer Philip Gelsheimer's MFS Investment Management Experience August 2012 - Present
Job Director, Relationship Management at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management August 2012 - Present
BNP Paribas Investment Partners January 2012 - July 2012
BNP Paribas Investment Partners January 2003 - December 2011
ABN AMRO Asset Management 2000 - 2002
ABN AMRO Bank 1999 - 2000
CIBC 1998 - 1999
CIBC 1997 - 1998
CIBC 1995 - 1997
CIBC 1993 - 1995
CIBC Wood Gundy 1992 - 1993
Skills
Investment Strategies, Financial Management, Cross-functional Team..., Investments, Financial Services, Mutual Funds, Managerial Finance, Strategic Financial..., Asset Management, Equities, Finance, Trading
Education
Dalhousie University 1997 — 2001
Masters of Business Administration, Financial Services
Dalhousie University 1997 — 2001
Master of Business Administration (M.B.A.), Financial Services
David and Mary Thomson
David and Mary Thomson
MFS Investment Management August 2012 - Present
BNP Paribas Investment Partners January 2012 - July 2012
BNP Paribas Investment Partners January 2003 - December 2011
ABN AMRO Asset Management 2000 - 2002
ABN AMRO Bank 1999 - 2000
CIBC 1998 - 1999
CIBC 1997 - 1998
CIBC 1995 - 1997
CIBC 1993 - 1995
CIBC Wood Gundy 1992 - 1993
Skills
Investment Strategies, Financial Management, Cross-functional Team..., Investments, Financial Services, Mutual Funds, Managerial Finance, Strategic Financial..., Asset Management, Equities, Finance, Trading
Education
Dalhousie University 1997 — 2001
Masters of Business Administration, Financial Services
Dalhousie University 1997 — 2001
Master of Business Administration (M.B.A.), Financial Services
David and Mary Thomson
David and Mary Thomson
Rohanna Wise Rohanna Wise's MFS Investment Management Experience September 2004 - August 2012
Job Founder and CEO, Wise Trading Technologies
Industry Investment Management
Experience
Wise Trading Technologies September 2014 - Present
Wellington Management August 2012 - July 2014
MFS Investment Management September 2004 - August 2012
Skills
Fixed Income, Equities, Mutual Funds, Asset Management, Business Analysis, Financial Services, Trading Systems, Investments, Risk Management, Portfolio Management, SDLC
Education
Columbia Business School 1998 — 2000
Master of Business Administration (MBA), Capital Markets Finance
University of Rochester 1990 — 1994
BA, Economics
Wise Trading Technologies September 2014 - Present
Wellington Management August 2012 - July 2014
MFS Investment Management September 2004 - August 2012
Skills
Fixed Income, Equities, Mutual Funds, Asset Management, Business Analysis, Financial Services, Trading Systems, Investments, Risk Management, Portfolio Management, SDLC
Education
Columbia Business School 1998 — 2000
Master of Business Administration (MBA), Capital Markets Finance
University of Rochester 1990 — 1994
BA, Economics
Jeffrey Roche, CRPC® Jeffrey Roche, CRPC®'s MFS Investment Management Experience April 2004 - June 2006
Job 529 Specialist at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments July 2014 - Present
John Hancock Investments June 2012 - July 2014
John Hancock Life Insurance Company (U.S.A.) March 2011 - June 2012
Jeffrey E. Roche Real Estate August 2006 - April 2011
MFS Investment Management April 2004 - June 2006
Skills
Sales, Mutual Funds, Series 63, Customer Service, Investments, Alternative Investments, Securities, Asset Management, Series 6, Series 7, Financial Services, Asset Allocation, Wealth Management, Retirement Planning, Microsoft Excel, Retirement, College Savings Plans
Education
Connecticut College 1994 — 1998
B.A., Economics
St. Mark's School, Southborough, MA 1989 — 1994
Dexter School, Brookline, MA 1984 — 1989
John Hancock Investments July 2014 - Present
John Hancock Investments June 2012 - July 2014
John Hancock Life Insurance Company (U.S.A.) March 2011 - June 2012
Jeffrey E. Roche Real Estate August 2006 - April 2011
MFS Investment Management April 2004 - June 2006
Skills
Sales, Mutual Funds, Series 63, Customer Service, Investments, Alternative Investments, Securities, Asset Management, Series 6, Series 7, Financial Services, Asset Allocation, Wealth Management, Retirement Planning, Microsoft Excel, Retirement, College Savings Plans
Education
Connecticut College 1994 — 1998
B.A., Economics
St. Mark's School, Southborough, MA 1989 — 1994
Dexter School, Brookline, MA 1984 — 1989
Brandreth Canaley Brandreth Canaley's MFS Investment Management Experience July 2012 - January 2013
Job Candidate for a Master of International Management Northeastern
Industry Marketing and Advertising
Experience
IFEMA March 2014 - July 2014
Northeastern University April 2013 - June 2013
MFS Investment Management July 2012 - January 2013
Skills
PowerPoint, Leadership, Facebook, Microsoft Word, Social Media, Teamwork, SAP, Social Media Marketing, Event Planning, Spanish, Microsoft Office, Customer Service, Market Research, Research, Outlook, Public Relations, Teaching, Microsoft Excel, Marketing Communications, Social Networking, Public Speaking, Leadership Development, English, Time Management, Fundraising, Team Leadership, Organizational...
Education
Northeastern University 2015 — 2016
Master of International Management
Comillas Pontifical University 2013 — 2015
International Business, Marketing
Northeastern University 2010 — 2015
International Business, Marketing
Fundación Universidad de las Américas Puebla
IFEMA March 2014 - July 2014
Northeastern University April 2013 - June 2013
MFS Investment Management July 2012 - January 2013
Skills
PowerPoint, Leadership, Facebook, Microsoft Word, Social Media, Teamwork, SAP, Social Media Marketing, Event Planning, Spanish, Microsoft Office, Customer Service, Market Research, Research, Outlook, Public Relations, Teaching, Microsoft Excel, Marketing Communications, Social Networking, Public Speaking, Leadership Development, English, Time Management, Fundraising, Team Leadership, Organizational...
Education
Northeastern University 2015 — 2016
Master of International Management
Comillas Pontifical University 2013 — 2015
International Business, Marketing
Northeastern University 2010 — 2015
International Business, Marketing
Fundación Universidad de las Américas Puebla
David Kemmerer's MFS Investment Management Experience April 2010 - Present
Job Investment Product Analyst at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management April 2010 - Present
Natixis Global Associates September 2007 - October 2009
Columbia Management 2003 - 2007
Education
Northeastern University - Graduate School of Business Administration 2008 — 2012
Master of Business Administration (M.B.A.)
Northeastern University - Graduate School of Business Administration 2008 — 2012
MS in Finance
Lafayette College 1996 — 2000
BA, History
McCallie School 1991 — 1996
MFS Investment Management April 2010 - Present
Natixis Global Associates September 2007 - October 2009
Columbia Management 2003 - 2007
Education
Northeastern University - Graduate School of Business Administration 2008 — 2012
Master of Business Administration (M.B.A.)
Northeastern University - Graduate School of Business Administration 2008 — 2012
MS in Finance
Lafayette College 1996 — 2000
BA, History
McCallie School 1991 — 1996
Andrew Gromer Andrew Gromer's MFS Investment Management Experience November 2013 - Present
Job Institutional Sales and Relationship Management Coordinator at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management November 2013 - Present
Peregrine Energy Group June 2013 - November 2013
MFS Investment Management May 2012 - August 2012
Carey & Company June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Financial Modeling
Education
University of Richmond - Robins School of Business 2009 — 2013
Copenhagen Business School 2011 — 2011
MFS Investment Management November 2013 - Present
Peregrine Energy Group June 2013 - November 2013
MFS Investment Management May 2012 - August 2012
Carey & Company June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Financial Modeling
Education
University of Richmond - Robins School of Business 2009 — 2013
Copenhagen Business School 2011 — 2011
Andrew R. Freedman's MFS Investment Management Experience June 2012 - August 2012
Job Application Developer at ADP Innovation Lab
Industry Information Technology and Services
Experience
ADP Innovation Lab January 2015 - Present
Cognizant Technology Solutions September 2013 - January 2015
MFS Investment Management June 2012 - August 2012
Skills
Requirements Analysis, Business Analysis, Market Research, PowerPoint, SQL, Requirements Gathering
Education
Connecticut College 2009 — 2013
Bachelor of Arts (B.A.), Computer Science & Economics
ADP Innovation Lab January 2015 - Present
Cognizant Technology Solutions September 2013 - January 2015
MFS Investment Management June 2012 - August 2012
Skills
Requirements Analysis, Business Analysis, Market Research, PowerPoint, SQL, Requirements Gathering
Education
Connecticut College 2009 — 2013
Bachelor of Arts (B.A.), Computer Science & Economics
Daniel Quigley Daniel Quigley's MFS Investment Management Experience 2014 - 2014
Job Prisym Designer at Covidien
Industry Marketing and Advertising
Experience
QuigleyStudios.com 2008 - 2015
HP Hood LLC 2014 - 2014
Smart Destinations Inc. 2014 - 2014
MFS Investment Management 2014 - 2014
Aon Hewitt 2013 - 2014
NeuroMetrix 2013 - 2014
Earthwatch Institute 2013 - 2013
Staples 2012 - 2013
Kaz Inc. 2012 - 2013
The Hanover Insurance Group 2012 - 2013
Skills
Graphic Design, CREATIVE, Illustration, Digital Marketing, Advertising, Outdoor Advertising, Typography, Signage, Marketing Strategy, Marketing Communications, Billboards, Branding & Identity, Ad Campaigns, Trade Shows, Typesetting, Direct Mail, Creative Direction
Education
The University of Connecticut
Marketing, Advertising
Dean College
Associate of Arts and Sciences (A.A.S.), Graphic Design
QuigleyStudios.com 2008 - 2015
HP Hood LLC 2014 - 2014
Smart Destinations Inc. 2014 - 2014
MFS Investment Management 2014 - 2014
Aon Hewitt 2013 - 2014
NeuroMetrix 2013 - 2014
Earthwatch Institute 2013 - 2013
Staples 2012 - 2013
Kaz Inc. 2012 - 2013
The Hanover Insurance Group 2012 - 2013
Skills
Graphic Design, CREATIVE, Illustration, Digital Marketing, Advertising, Outdoor Advertising, Typography, Signage, Marketing Strategy, Marketing Communications, Billboards, Branding & Identity, Ad Campaigns, Trade Shows, Typesetting, Direct Mail, Creative Direction
Education
The University of Connecticut
Marketing, Advertising
Dean College
Associate of Arts and Sciences (A.A.S.), Graphic Design
Giancarlo Plati's MFS Investment Management Experience May 2014 - April 2015
Job Internal Business Consultant at John Hancock Investment Management
Industry Financial Services
Experience
John Hancock Asset Management April 2015 - Present
MFS Investment Management May 2014 - April 2015
The Next Level Planning Group May 2011 - December 2013
Law Office of Maria Jaffe June 2009 - November 2010
Kaercher Campbell & Assoicates March 2009 - May 2009
Skills
Asset Allocation, Microsoft Office, Series 7, Investments, Financial Analysis, Financial Modeling, Microsoft Excel, Mutual Funds, Financial Services, Investment Strategies, Fixed Income
Education
DePaul University
Liberal Arts, English
John Hancock Asset Management April 2015 - Present
MFS Investment Management May 2014 - April 2015
The Next Level Planning Group May 2011 - December 2013
Law Office of Maria Jaffe June 2009 - November 2010
Kaercher Campbell & Assoicates March 2009 - May 2009
Skills
Asset Allocation, Microsoft Office, Series 7, Investments, Financial Analysis, Financial Modeling, Microsoft Excel, Mutual Funds, Financial Services, Investment Strategies, Fixed Income
Education
DePaul University
Liberal Arts, English
David G David G's MFS Investment Management Experience May 2011 - August 2011
Job Internal Specialist at Eaton Vance Advisory Services Group
Industry Financial Services
Experience
Eaton Vance September 2014 - Present
Calvert Investments April 2013 - August 2014
MFS Investment Management May 2011 - August 2011
Skills
Mutual Funds, Series 7, Portfolio Management, Sales, Marketing, Morningstar, Microsoft Excel, Investments, Fixed Income, Alternative Investments, Investment Strategies, Asset Management, Valuation, Finance, Equities
Education
CFA Institute
Colby College 2008 — 2012
Bachelor of Arts (BA), Economics, Administrative Science
Concord Carlisle High School 2005 — 2008
Eaton Vance September 2014 - Present
Calvert Investments April 2013 - August 2014
MFS Investment Management May 2011 - August 2011
Skills
Mutual Funds, Series 7, Portfolio Management, Sales, Marketing, Morningstar, Microsoft Excel, Investments, Fixed Income, Alternative Investments, Investment Strategies, Asset Management, Valuation, Finance, Equities
Education
CFA Institute
Colby College 2008 — 2012
Bachelor of Arts (BA), Economics, Administrative Science
Concord Carlisle High School 2005 — 2008
Lauren Luciano's MFS Investment Management Experience May 2008 - Present
Job Manager Investment Staffing & Administration
Industry Financial Services
Experience
MFS Investment Management May 2008 - Present
Fidelity Investments September 2006 - May 2008
Connecticut College September 2005 - June 2006
English Lacrosse Association August 2004 - August 2005
Johnson & Rountree Premium September 2003 - August 2004
Skills
Investment Management, Recruiting, Networking, Fixed Income, Equities, Investments, Mutual Funds, Asset Allocation, Bloomberg, Asset Managment, Onboarding, Series 63
Education
Connecticut College 1999 — 2003
Bachelor of Arts (BA)
MFS Investment Management May 2008 - Present
Fidelity Investments September 2006 - May 2008
Connecticut College September 2005 - June 2006
English Lacrosse Association August 2004 - August 2005
Johnson & Rountree Premium September 2003 - August 2004
Skills
Investment Management, Recruiting, Networking, Fixed Income, Equities, Investments, Mutual Funds, Asset Allocation, Bloomberg, Asset Managment, Onboarding, Series 63
Education
Connecticut College 1999 — 2003
Bachelor of Arts (BA)
Hunter B. Smith's MFS Investment Management Experience October 1996 - September 2003
Job CIO Continuum Managed Services
Industry Information Technology and Services
Experience
Continuum Managed Services, LLC September 2014 - Present
Acadian Asset Management June 2006 - December 2013
Plymouth Rock Companies June 2004 - June 2006
MFS Investment Management October 1996 - September 2003
CSC Consulting June 1992 - October 1996
Black, Thompson, & Kletz June 1990 - June 1992
Skills
Trading Systems, Disaster Recovery, Software Development, SQL, Market Data, Enterprise IT Strategy, Equities, Enterprise Architecture, Hedge Funds, Vendor Management, IT Strategy, Fixed Income, Organizational..., Sybase, IT Management, Architectures, SDLC, Architecture, Business Analysis, Integration
Education
Dartmouth College
Continuum Managed Services, LLC September 2014 - Present
Acadian Asset Management June 2006 - December 2013
Plymouth Rock Companies June 2004 - June 2006
MFS Investment Management October 1996 - September 2003
CSC Consulting June 1992 - October 1996
Black, Thompson, & Kletz June 1990 - June 1992
Skills
Trading Systems, Disaster Recovery, Software Development, SQL, Market Data, Enterprise IT Strategy, Equities, Enterprise Architecture, Hedge Funds, Vendor Management, IT Strategy, Fixed Income, Organizational..., Sybase, IT Management, Architectures, SDLC, Architecture, Business Analysis, Integration
Education
Dartmouth College
Doug Coe's MFS Investment Management Experience January 2006 - Present
Job Software Engineering Professional
Industry Internet
Experience
MFS Investment Management January 2006 - Present
Student Advantage May 2001 - February 2004
Individual.com February 1999 - March 2001
NewsEdge Corporation February 1998 - February 1999
Individual Inc. May 1997 - February 1998
Nets Inc. June 1996 - May 1997
AT&T New Media Services June 1995 - June 1996
WVBR 1990 - 1995
Education
Cornell University 1990 — 1995
BS
MFS Investment Management January 2006 - Present
Student Advantage May 2001 - February 2004
Individual.com February 1999 - March 2001
NewsEdge Corporation February 1998 - February 1999
Individual Inc. May 1997 - February 1998
Nets Inc. June 1996 - May 1997
AT&T New Media Services June 1995 - June 1996
WVBR 1990 - 1995
Education
Cornell University 1990 — 1995
BS
Claire Muhm's MFS Investment Management Experience April 2000 - June 2004
Job Executive Coach, President of The Boston Club
Industry Professional Training & Coaching
Experience
Harvard Business School Executive Education October 2014 - Present
Muhm and Associates June 2004 - Present
The Boston Club July 2011 - Present
Kaplan DeVries, Inc. January 2006 - Present
Human Resources Leadership Forum 1999 - 2009
MFS Investment Management April 2000 - June 2004
Continental Cablevision, MediaOne International January 1996 - April 2000
Boston Edison September 1993 - January 1996
Digital Equipment Corporation 1987 - 1993
Analog Devices 1984 - 1987
Skills
Executive Coaching, HR Consulting, Coaching, Executive Management, Emotional Intelligence, Leadership Development, Talent Management, Organizational..., Performance Management, Strategy, Human Resources, Management Consulting, Onboarding, Mergers & Acquisitions, Performance Improvement, Organizational..., Management, Leadership, 360 Feedback, Organizational Design, Career Development, Personnel Management, Training, Career Counseling, Executive Search, Workforce Planning, Employee Benefits, Strategic Planning, Team Building, Employee Engagement, Mergers, Employee Relations, Talent Acquisition, Culture Change, MBTI, Management Development, Consulting, Change Management, Career Management, Executive Development, Interviews, Succession Planning, HRIS, Training Delivery, Deferred Compensation, Workshop Facilitation, Start-ups, Personal Development, Executive Pay, HR Transformation
Education
Columbia University - Columbia Business School 1990 — 1990
Exec Ed, Executive Education, Business
D'Amore-McKim School of Business at Northeastern University 1974 — 1981
MBA, Business
Indiana University Bloomington 1969 — 1973
BA, English
New Ventures West
Executive Coaching
Harvard Business School Executive Education October 2014 - Present
Muhm and Associates June 2004 - Present
The Boston Club July 2011 - Present
Kaplan DeVries, Inc. January 2006 - Present
Human Resources Leadership Forum 1999 - 2009
MFS Investment Management April 2000 - June 2004
Continental Cablevision, MediaOne International January 1996 - April 2000
Boston Edison September 1993 - January 1996
Digital Equipment Corporation 1987 - 1993
Analog Devices 1984 - 1987
Skills
Executive Coaching, HR Consulting, Coaching, Executive Management, Emotional Intelligence, Leadership Development, Talent Management, Organizational..., Performance Management, Strategy, Human Resources, Management Consulting, Onboarding, Mergers & Acquisitions, Performance Improvement, Organizational..., Management, Leadership, 360 Feedback, Organizational Design, Career Development, Personnel Management, Training, Career Counseling, Executive Search, Workforce Planning, Employee Benefits, Strategic Planning, Team Building, Employee Engagement, Mergers, Employee Relations, Talent Acquisition, Culture Change, MBTI, Management Development, Consulting, Change Management, Career Management, Executive Development, Interviews, Succession Planning, HRIS, Training Delivery, Deferred Compensation, Workshop Facilitation, Start-ups, Personal Development, Executive Pay, HR Transformation
Education
Columbia University - Columbia Business School 1990 — 1990
Exec Ed, Executive Education, Business
D'Amore-McKim School of Business at Northeastern University 1974 — 1981
MBA, Business
Indiana University Bloomington 1969 — 1973
BA, English
New Ventures West
Executive Coaching
Jonathan Ricketts CFP®'s MFS Investment Management Experience September 2001 - October 2004
Job
Industry Financial Services
Experience
Natixis Global Asset Management February 2015 - Present
Natixis Global Asset Management 2004 - February 2015
MFS Investment Management September 2001 - October 2004
Transportation Partners, Inc. May 2000 - July 2001
Applied Technology Ventures, Inc. (ATV) May 1999 - August 1999
Katz Investment Group- A Division of Merrill Lynch August 1997 - May 1999
Skills
Mutual Funds, Equities
Education
College for Financial Planning 2009 — 2011
CFP
John Carroll University 1996 — 2000
Bachelor of Arts (B.A.)
Canisius High 1992 — 1996
Natixis Global Asset Management February 2015 - Present
Natixis Global Asset Management 2004 - February 2015
MFS Investment Management September 2001 - October 2004
Transportation Partners, Inc. May 2000 - July 2001
Applied Technology Ventures, Inc. (ATV) May 1999 - August 1999
Katz Investment Group- A Division of Merrill Lynch August 1997 - May 1999
Skills
Mutual Funds, Equities
Education
College for Financial Planning 2009 — 2011
CFP
John Carroll University 1996 — 2000
Bachelor of Arts (B.A.)
Canisius High 1992 — 1996
Thomas Shanley's MFS Investment Management Experience February 2014 - Present
Job
Industry Investment Management
Experience
MFS Investment Management February 2014 - Present
Interinvest Corp June 2012 - January 2014
Credit Suisse June 2008 - May 2012
Credit Suisse June 2007 - August 2007
Mellon Financial July 2001 - July 2006
Education
University of Maryland - Robert H. Smith School of Business 2006 — 2008
MBA
Colby College 1997 — 2001
BA
Thayer Academy 1994 — 1997
Pontificia Universidad Católica de Chile
MFS Investment Management February 2014 - Present
Interinvest Corp June 2012 - January 2014
Credit Suisse June 2008 - May 2012
Credit Suisse June 2007 - August 2007
Mellon Financial July 2001 - July 2006
Education
University of Maryland - Robert H. Smith School of Business 2006 — 2008
MBA
Colby College 1997 — 2001
BA
Thayer Academy 1994 — 1997
Pontificia Universidad Católica de Chile
Michael Wilder's MFS Investment Management Experience January 1999 - November 2002
Job Senior International Account Executive at FedEx
Industry Logistics and Supply Chain
Experience
FedEx October 2013 - Present
i-parcel, LLC/IMS January 2005 - September 2013
FedEx December 2002 - December 2004
MFS Investment Management January 1999 - November 2002
Commonwealth Wine and Spirits September 1997 - December 1998
Education
Clark University 1993 — 1997
BA, Political Science
Waltham High School
FedEx October 2013 - Present
i-parcel, LLC/IMS January 2005 - September 2013
FedEx December 2002 - December 2004
MFS Investment Management January 1999 - November 2002
Commonwealth Wine and Spirits September 1997 - December 1998
Education
Clark University 1993 — 1997
BA, Political Science
Waltham High School
Brian Lawler's MFS Investment Management Experience 2003 - 2005
Job Vice President, Fundamental Equities Risk Management
Industry Financial Services
Experience
BlackRock January 2012 - Present
BlackRock 2007 - February 2012
MFS Investment Management 2003 - 2005
MFS Investment Management 2000 - 2003
Skills
R, Excel, VBA, SQL, Factset, Risk Management, Equities, Market Risk, Finance, Microsoft Excel, Investments, Mutual Funds, Performance Measurement, Performance Attribution, Quantitative Analytics, Derivatives, Asset Management, Portfolio Optimization, Quantitative Finance, Investment Strategies, Options, Equity Derivatives, Investment Management
Education
Lehigh University - College of Business and Economics 2005 — 2007
MBA, Finance
Colorado State University 1993 — 1998
BS, Natural Resources Development
BlackRock January 2012 - Present
BlackRock 2007 - February 2012
MFS Investment Management 2003 - 2005
MFS Investment Management 2000 - 2003
Skills
R, Excel, VBA, SQL, Factset, Risk Management, Equities, Market Risk, Finance, Microsoft Excel, Investments, Mutual Funds, Performance Measurement, Performance Attribution, Quantitative Analytics, Derivatives, Asset Management, Portfolio Optimization, Quantitative Finance, Investment Strategies, Options, Equity Derivatives, Investment Management
Education
Lehigh University - College of Business and Economics 2005 — 2007
MBA, Finance
Colorado State University 1993 — 1998
BS, Natural Resources Development
Neil Wagner's MFS Investment Management Experience 1998 - 2002
Job Investor
Industry Investment Management
Experience
Berkshire Partners May 2008 - February 2015
BlackRock 2002 - 2008
MFS Investment Management 1998 - 2002
Berkshire Partners 1995 - 1997
Bain & Company 1993 - 1995
Education
Colgate University 1989 — 1993
Berkshire Partners May 2008 - February 2015
BlackRock 2002 - 2008
MFS Investment Management 1998 - 2002
Berkshire Partners 1995 - 1997
Bain & Company 1993 - 1995
Education
Colgate University 1989 — 1993
Jeff Schwarz, CFA's MFS Investment Management Experience January 2007 - Present
Job Senior Investment Product Analyst at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management January 2007 - Present
MFS Investment Management September 2005 - January 2007
MFS Investment Management June 2004 - August 2005
MFS Investment Management 2000 - 2003
Education
Cornell University 1991 — 1994
B.S.
Union College 1989 — 1991
MFS Investment Management January 2007 - Present
MFS Investment Management September 2005 - January 2007
MFS Investment Management June 2004 - August 2005
MFS Investment Management 2000 - 2003
Education
Cornell University 1991 — 1994
B.S.
Union College 1989 — 1991
Drasser, Matthew's MFS Investment Management Experience May 2006 - June 2008
Job at Income Research & Management
Industry Investment Management
Experience
Income Research & Management July 2008 - Present
Income Research & Management June 2008 - Present
MFS Investment Management May 2006 - June 2008
Education
Cornell University 2001 — 2005
Income Research & Management July 2008 - Present
Income Research & Management June 2008 - Present
MFS Investment Management May 2006 - June 2008
Education
Cornell University 2001 — 2005
Jill Dean's MFS Investment Management Experience November 2013 - Present
Job Client Service Manager at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management November 2013 - Present
Fidelity Investments April 2010 - October 2013
Fidelity Investments September 1999 - September 2008
Fidelity Investments December 1997 - September 1999
Fidelity Investments April 1996 - December 1997
Education
Colby-Sawyer College
BS, Business Administration
MFS Investment Management November 2013 - Present
Fidelity Investments April 2010 - October 2013
Fidelity Investments September 1999 - September 2008
Fidelity Investments December 1997 - September 1999
Fidelity Investments April 1996 - December 1997
Education
Colby-Sawyer College
BS, Business Administration
Kimberly Brown, CPA, MBA's MFS Investment Management Experience February 2013 - Present
Job Senior Internal Auditor at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management February 2013 - Present
First Marblehead November 2010 - February 2013
PricewaterhouseCoopers September 2006 - November 2010
John Hancock Life Insurance Company (U.S.A.) September 2001 - May 2005
Skills
Audit, Accounting, SOX, Internal Audit, Internal Controls, Auditing, Sarbanes-Oxley Act, Sarbanes-Oxley, GAAP
Education
Northeastern University - Graduate School of Business Administration 2005 — 2006
MSA, MBA, Accounting and Business
Syracuse University 1997 — 2001
BA, International Relations
MFS Investment Management February 2013 - Present
First Marblehead November 2010 - February 2013
PricewaterhouseCoopers September 2006 - November 2010
John Hancock Life Insurance Company (U.S.A.) September 2001 - May 2005
Skills
Audit, Accounting, SOX, Internal Audit, Internal Controls, Auditing, Sarbanes-Oxley Act, Sarbanes-Oxley, GAAP
Education
Northeastern University - Graduate School of Business Administration 2005 — 2006
MSA, MBA, Accounting and Business
Syracuse University 1997 — 2001
BA, International Relations
Jeffrey Cho, CFA's MFS Investment Management Experience September 2009 - Present
Job Equity Research Analyst
Industry Investment Management
Experience
MFS Investment Management September 2009 - Present
UBS 2002 - 2007
Education
Cornell University - Johnson Graduate School of Management 2007 — 2009
MBA, Finance
University of Chicago 1998 — 2002
AB, Economics
Temple City 1994 — 1998
MFS Investment Management September 2009 - Present
UBS 2002 - 2007
Education
Cornell University - Johnson Graduate School of Management 2007 — 2009
MBA, Finance
University of Chicago 1998 — 2002
AB, Economics
Temple City 1994 — 1998
Michael Collins, CIMA ®'s MFS Investment Management Experience August 1998 - August 2001
Job Vanguard
Industry Investment Management
Experience
Vanguard January 2012 - Present
The School Without Walls December 2012 - October 2014
Fred Alger Management August 2001 - January 2012
MFS Investment Management August 1998 - August 2001
Skills
Mutual Funds, Asset Management, Investments, Series 7, Asset Allocation, Alternative Investments, Series 63, Equities, Wealth Management, Marketing, Investment Advisory, Separately Managed..., Sales, Investment Strategies, New Business Development, Portfolio Management, Fixed Income, Retirement Planning, Direct Marketing
Education
Kenyon College 1994 — 1998
Bachelor's degree, English Language and Literature/Letters
Deerfield Academy
University of Pennsylvania - The Wharton School
Certified Investment Management Analyst (CIMA®)
Vanguard January 2012 - Present
The School Without Walls December 2012 - October 2014
Fred Alger Management August 2001 - January 2012
MFS Investment Management August 1998 - August 2001
Skills
Mutual Funds, Asset Management, Investments, Series 7, Asset Allocation, Alternative Investments, Series 63, Equities, Wealth Management, Marketing, Investment Advisory, Separately Managed..., Sales, Investment Strategies, New Business Development, Portfolio Management, Fixed Income, Retirement Planning, Direct Marketing
Education
Kenyon College 1994 — 1998
Bachelor's degree, English Language and Literature/Letters
Deerfield Academy
University of Pennsylvania - The Wharton School
Certified Investment Management Analyst (CIMA®)
Rich Granata's MFS Investment Management Experience 2002 - 2005
Job Relationship Manager at Altisource Labs
Industry Investment Management
Experience
Altisource Labs 2014 - Present
Perfecto Mobile 2013 - 2014
Verivo 2011 - 2013
Charles River Development 2007 - 2011
MFS Investment Management 2002 - 2005
Skills
Financial Services, Business Analysis, Equities, Fixed Income, Trading Systems, Requirements Gathering, Relationship Management, Enterprise Software, Salesforce.com, SaaS, Mobile Technology
Education
D'Amore-McKim School of Business at Northeastern University 2005 — 2007
MBA, Finance
University of Massachusetts Boston 1998 — 2002
Bachelor, Sociology
Altisource Labs 2014 - Present
Perfecto Mobile 2013 - 2014
Verivo 2011 - 2013
Charles River Development 2007 - 2011
MFS Investment Management 2002 - 2005
Skills
Financial Services, Business Analysis, Equities, Fixed Income, Trading Systems, Requirements Gathering, Relationship Management, Enterprise Software, Salesforce.com, SaaS, Mobile Technology
Education
D'Amore-McKim School of Business at Northeastern University 2005 — 2007
MBA, Finance
University of Massachusetts Boston 1998 — 2002
Bachelor, Sociology
Howard Matteson's MFS Investment Management Experience 1989 - 1992
Job Sen Project Manager at CDM Smith
Industry Civil Engineering
Experience
CDM Smith 1994 - Present
MFS Investment Management 1989 - 1992
Skills
Project Management, Engineering, Water, Project Planning, Civil Engineering, Negotiation
Education
Northeastern University 1992 — 1994
BS, Environmental Engineering
Colgate University 1985 — 1989
BA, History
CDM Smith 1994 - Present
MFS Investment Management 1989 - 1992
Skills
Project Management, Engineering, Water, Project Planning, Civil Engineering, Negotiation
Education
Northeastern University 1992 — 1994
BS, Environmental Engineering
Colgate University 1985 — 1989
BA, History
Danny Iandoli, CIMA®, MBA's MFS Investment Management Experience January 2007 - December 2010
Job VICE PRESIDENT EXTERNAL ADVISOR CONSULTANT at PIMCO
Industry Financial Services
Experience
PIMCO April 2015 - Present
PIMCO January 2011 - Present
MFS Investment Management January 2007 - December 2010
MFS Investment Management June 2006 - December 2006
MFS Investment Management August 2004 - June 2006
Boston Capital April 2003 - August 2004
REON Broadband January 2000 - December 2002
Skills
Fixed Income, Investment Management, Mutual Funds, Financial Services, Series 24, Series 7, Bonds, Investments, Investment Advisory, Financial Advisory, Alternative Investments, Certified Investment..., Asset Allocation, Hedge Funds, 401k, Capital Markets, IRAs, Relationship Management, Asset Managment, Separately Managed..., Pensions, Private Equity, Business Development, High Net Worth..., CIMA, Public Speaking, Global Tactical Asset..., Sales, Finance, Investment Strategies, Securities, Portfolio Management
Education
Northeastern University - Graduate School of Business Administration 1996 — 1998
Master of Business Administration (MBA)
Northeastern University 1989 — 1993
BUSINESS, MANAGEMENT
PIMCO April 2015 - Present
PIMCO January 2011 - Present
MFS Investment Management January 2007 - December 2010
MFS Investment Management June 2006 - December 2006
MFS Investment Management August 2004 - June 2006
Boston Capital April 2003 - August 2004
REON Broadband January 2000 - December 2002
Skills
Fixed Income, Investment Management, Mutual Funds, Financial Services, Series 24, Series 7, Bonds, Investments, Investment Advisory, Financial Advisory, Alternative Investments, Certified Investment..., Asset Allocation, Hedge Funds, 401k, Capital Markets, IRAs, Relationship Management, Asset Managment, Separately Managed..., Pensions, Private Equity, Business Development, High Net Worth..., CIMA, Public Speaking, Global Tactical Asset..., Sales, Finance, Investment Strategies, Securities, Portfolio Management
Education
Northeastern University - Graduate School of Business Administration 1996 — 1998
Master of Business Administration (MBA)
Northeastern University 1989 — 1993
BUSINESS, MANAGEMENT
Paul Riley Jr., CFA's MFS Investment Management Experience November 2010 - May 2013
Job Sr. Category Merchant Manager at Amazon
Industry Internet
Experience
Amazon July 2015 - Present
G-51 Capital June 2014 - May 2015
World Fuel Services June 2014 - August 2014
MFS Investment Management November 2010 - May 2013
Fidelity Investments June 2007 - October 2010
Skills
Equities, Fixed Income, Financial Analysis, Valuation, Mutual Funds, Investments, Alternative Investments, Capital Markets, Portfolio Management, Derivatives, Corporate Finance, Strategic Financial..., Bloomberg
Education
MIT Sloan School of Management 2013 — 2015
Master of Business Administration (MBA)
College of the Holy Cross 2003 — 2007
Bachelor of Arts (B.A.), Economics
Amazon July 2015 - Present
G-51 Capital June 2014 - May 2015
World Fuel Services June 2014 - August 2014
MFS Investment Management November 2010 - May 2013
Fidelity Investments June 2007 - October 2010
Skills
Equities, Fixed Income, Financial Analysis, Valuation, Mutual Funds, Investments, Alternative Investments, Capital Markets, Portfolio Management, Derivatives, Corporate Finance, Strategic Financial..., Bloomberg
Education
MIT Sloan School of Management 2013 — 2015
Master of Business Administration (MBA)
College of the Holy Cross 2003 — 2007
Bachelor of Arts (B.A.), Economics
Kristian Hildebrandt's MFS Investment Management Experience 2001 - 2006
Job Senior Manager Financial Planning & Analysis at Otis Elevator Company
Industry Accounting
Experience
United Technologies - Otis Elevator Company January 2013 - Present
United Technologies - Otis Elevator Company July 2006 - January 2013
MFS Investment Management 2001 - 2006
MFS Investment Management 2000 - 2001
Arthur Andersen LLP 1997 - 2000
EBSCO Publishing 1994 - 1996
Captair Labx, Inc 1993 - 1994
Skills
Budgets, Forecasting, Financial Reporting, Managerial Finance, Process Improvement, Income Statement, Operations Management, Strategic Planning, Contract Negotiation, Team Building, Account Management, Negotiation, Change Management, Management, New Business Development, Customer Service, P&L Management, Contract Management, Project Management, Sales Management
Education
Northeastern University 1996 — 1997
Master of Science (MS) / MBA, Accounting
Colgate University 1989 — 1993
Bachelor of Arts (B.A.)
Verona Public Schools
United Technologies - Otis Elevator Company January 2013 - Present
United Technologies - Otis Elevator Company July 2006 - January 2013
MFS Investment Management 2001 - 2006
MFS Investment Management 2000 - 2001
Arthur Andersen LLP 1997 - 2000
EBSCO Publishing 1994 - 1996
Captair Labx, Inc 1993 - 1994
Skills
Budgets, Forecasting, Financial Reporting, Managerial Finance, Process Improvement, Income Statement, Operations Management, Strategic Planning, Contract Negotiation, Team Building, Account Management, Negotiation, Change Management, Management, New Business Development, Customer Service, P&L Management, Contract Management, Project Management, Sales Management
Education
Northeastern University 1996 — 1997
Master of Science (MS) / MBA, Accounting
Colgate University 1989 — 1993
Bachelor of Arts (B.A.)
Verona Public Schools
Nathaniel Kibbe, ARPC's MFS Investment Management Experience April 2007 - June 2009
Job DCIO Specialist
Industry Financial Services
Experience
MFS Investment Management April 2007 - June 2009
MFS Investment Management November 2003 - April 2007
Education
Colby Sawyer College 1999 — 2003
BA, History
Carrabassett Valley Academy 1996 — 1999
MFS Investment Management April 2007 - June 2009
MFS Investment Management November 2003 - April 2007
Education
Colby Sawyer College 1999 — 2003
BA, History
Carrabassett Valley Academy 1996 — 1999
Lauren Germaine's MFS Investment Management Experience September 2004 - September 2006
Job RFP Writer Marketing Consultant at MassMutual
Industry Investment Management
Experience
MassMutual Financial Group January 2013 - Present
The Hartford April 2008 - January 2013
Sun Life Financial September 2006 - April 2008
MFS Investment Management September 2004 - September 2006
Skills
FINRA Series 6, Series 63, Series 6, 401k, Financial Analysis, Investments, Mutual Funds
Education
colby-sawyer college 1999 — 2004
Bachelor of Arts, English
MassMutual Financial Group January 2013 - Present
The Hartford April 2008 - January 2013
Sun Life Financial September 2006 - April 2008
MFS Investment Management September 2004 - September 2006
Skills
FINRA Series 6, Series 63, Series 6, 401k, Financial Analysis, Investments, Mutual Funds
Education
colby-sawyer college 1999 — 2004
Bachelor of Arts, English
Jen Santini's MFS Investment Management Experience January 2008 - May 2009
Job Attorney at Sykora & Santini PLLP
Industry Law Practice
Experience
EPILAWG October 2010 - Present
Sykora & Santini PLLP May 2010 - Present
MFS Investment Management January 2008 - May 2009
McCormick Law Office October 2007 - December 2007
Putnam Investments July 2006 - July 2007
Putnam Investments September 2004 - July 2006
Skills
Estate Planning
Education
New England School of Law 2005 — 2009
JD
William Mitchell College of Law 2007 — 2007
Colby College 1999 — 2004
BA
EPILAWG October 2010 - Present
Sykora & Santini PLLP May 2010 - Present
MFS Investment Management January 2008 - May 2009
McCormick Law Office October 2007 - December 2007
Putnam Investments July 2006 - July 2007
Putnam Investments September 2004 - July 2006
Skills
Estate Planning
Education
New England School of Law 2005 — 2009
JD
William Mitchell College of Law 2007 — 2007
Colby College 1999 — 2004
BA
Jennifer Hickox's MFS Investment Management Experience October 2008 - December 2010
Job Client Service Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2011 - Present
MFS Investment Management October 2008 - December 2010
Ameriprise Financial Services 2007 - 2008
ESG Consulting, Inc May 2004 - February 2007
Compu-Tel August 2000 - October 2004
University of San Francisco October 1999 - January 2003
Skills
Process Improvement, Mutual Funds, Microsoft Office, Wealth Management, PMP, Applicant Tracking..., Recruiting, Software Project..., Project Management, Cross-functional Team..., Outlook, Product Management, Financial Advisory, Retirement, Investments, Team Leadership, Business Process, Program Management, Project Planning, Insurance, Finance, Leadership
Education
De Anza College
A.A., Liberal Arts
Morgan Stanley Smith Barney 2011 - Present
MFS Investment Management October 2008 - December 2010
Ameriprise Financial Services 2007 - 2008
ESG Consulting, Inc May 2004 - February 2007
Compu-Tel August 2000 - October 2004
University of San Francisco October 1999 - January 2003
Skills
Process Improvement, Mutual Funds, Microsoft Office, Wealth Management, PMP, Applicant Tracking..., Recruiting, Software Project..., Project Management, Cross-functional Team..., Outlook, Product Management, Financial Advisory, Retirement, Investments, Team Leadership, Business Process, Program Management, Project Planning, Insurance, Finance, Leadership
Education
De Anza College
A.A., Liberal Arts
Jennifer (Hynes) Toland's MFS Investment Management Experience November 1997 - May 2003
Job AVP & Director of Investment Tax at The Hartford
Industry Insurance
Experience
The Hartford June 2006 - Present
The Hartford May 2003 - June 2006
MFS Investment Management November 1997 - May 2003
Investors Bank & Trust June 1997 - November 1997
Putnam Investments May 1994 - June 1997
Education
The George Washington University - School of Business 2005 — 2007
D'Amore-McKim School of Business at Northeastern University 2000 — 2003
MBA
University of Massachusetts, Amherst 1990 — 1994
BS
Notre Dame Academy 1986 — 1990
The Hartford June 2006 - Present
The Hartford May 2003 - June 2006
MFS Investment Management November 1997 - May 2003
Investors Bank & Trust June 1997 - November 1997
Putnam Investments May 1994 - June 1997
Education
The George Washington University - School of Business 2005 — 2007
D'Amore-McKim School of Business at Northeastern University 2000 — 2003
MBA
University of Massachusetts, Amherst 1990 — 1994
BS
Notre Dame Academy 1986 — 1990
Bruce Valliere's MFS Investment Management Experience June 2006 - Present
Job Strategic Sourcing at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management June 2006 - Present
Honeywell Sensing & Control 1997 - 2006
Skills
Strategic Sourcing, Vendor Management, Supply Management, Spend Analysis, RFP, Contract Negotiation, Business Process..., Cross-functional Team..., Sourcing, Process Improvement
Education
Clark University
MBA
MFS Investment Management June 2006 - Present
Honeywell Sensing & Control 1997 - 2006
Skills
Strategic Sourcing, Vendor Management, Supply Management, Spend Analysis, RFP, Contract Negotiation, Business Process..., Cross-functional Team..., Sourcing, Process Improvement
Education
Clark University
MBA
Joe TRAINOR's MFS Investment Management Experience 1997 - 2002
Job Managing Partner at Boston Hill Advisors
Industry Investment Management
Experience
Boston Hill Advisors President, U.S. Trust InstitutionalUS TrustApril 2002 - October 2007
MFS Investment Management 1997 - 2002
Education
D'Amore-McKim School of Business at Northeastern University
MBA
Boston Hill Advisors President, U.S. Trust InstitutionalUS TrustApril 2002 - October 2007
MFS Investment Management 1997 - 2002
Education
D'Amore-McKim School of Business at Northeastern University
MBA
John Luiz's MFS Investment Management Experience January 2003 - September 2013
Job Experienced Director of Creative Services, Editorial Director, Content Manager, Editor of Thought Leadership
Industry Financial Services
Experience
OppenheimerFunds August 2014 - Present
Eaton Vance March 2014 - August 2014
Luiz Communications October 2013 - March 2014
MFS Investment Management January 2003 - September 2013
MFS Investment Management 1987 - 2003
John Hancock 1984 - 1987
Johnson & Wales University 1983 - 1983
Skills
Creative Direction, Integrated Marketing, Direct Mail, Copywriting, Email Marketing, Brand Development, Marketing Communications, Content Strategy, Digital Marketing, Social Media Marketing, Corporate Communications, Content Development, Financial Services, Social Media, Newsletters, Marketing Strategy, Online Advertising, Online Marketing, Editing, Copy Editing, Blogging, Web Content, Thought Leadership, Content Management, Marketing, Advertising, CRM, Creative Strategy, Direct Marketing, Strategic Communications, New Media, Corporate Branding, Editorial
Education
College of the Holy Cross 1978 — 1982
AB, English
OppenheimerFunds August 2014 - Present
Eaton Vance March 2014 - August 2014
Luiz Communications October 2013 - March 2014
MFS Investment Management January 2003 - September 2013
MFS Investment Management 1987 - 2003
John Hancock 1984 - 1987
Johnson & Wales University 1983 - 1983
Skills
Creative Direction, Integrated Marketing, Direct Mail, Copywriting, Email Marketing, Brand Development, Marketing Communications, Content Strategy, Digital Marketing, Social Media Marketing, Corporate Communications, Content Development, Financial Services, Social Media, Newsletters, Marketing Strategy, Online Advertising, Online Marketing, Editing, Copy Editing, Blogging, Web Content, Thought Leadership, Content Management, Marketing, Advertising, CRM, Creative Strategy, Direct Marketing, Strategic Communications, New Media, Corporate Branding, Editorial
Education
College of the Holy Cross 1978 — 1982
AB, English
Deno Mokas's MFS Investment Management Experience 1990 - 2006
Job SVP Portfolio Manager at Citizens Private Bank & Trust
Industry Financial Services
Experience
Citizens Bank October 2012 - Present
Eldridge Investment Advisors November 2010 - September 2012
MFS Investment Management 1990 - 2006
Education
Dartmouth College 1988 — 1990
Master of Business Administration (MBA), Finance, General
Dartmouth College 1979 — 1983
Bachelor of Arts (B.A.), Economics
Citizens Bank October 2012 - Present
Eldridge Investment Advisors November 2010 - September 2012
MFS Investment Management 1990 - 2006
Education
Dartmouth College 1988 — 1990
Master of Business Administration (MBA), Finance, General
Dartmouth College 1979 — 1983
Bachelor of Arts (B.A.), Economics
Steven R. Johnson, EA, CFP®'s MFS Investment Management Experience August 1999 - March 2001
Job Partner at Johnson Financial, LLC
Industry Financial Services
Experience
Johnson Financial, LLC January 2003 - Present
Rome(ing) Tours March 2001 - November 2002
MFS Investment Management August 1999 - March 2001
Skills
Tax Preparation, Retirement Planning, Life Insurance, Disability Insurance, Mutual Funds, Portfolio Management, Financial Services, Securities, Tax Advisory, Tax Returns, Asset Management, Tax, Customer Service
Education
University of Louisiana at Lafayette 1994 — 1998
Bachelor of Arts (B.A.)
College for Financial Planning 2006 — 2008
St. Paul's School 1988 — 1992
Johnson Financial, LLC January 2003 - Present
Rome(ing) Tours March 2001 - November 2002
MFS Investment Management August 1999 - March 2001
Skills
Tax Preparation, Retirement Planning, Life Insurance, Disability Insurance, Mutual Funds, Portfolio Management, Financial Services, Securities, Tax Advisory, Tax Returns, Asset Management, Tax, Customer Service
Education
University of Louisiana at Lafayette 1994 — 1998
Bachelor of Arts (B.A.)
College for Financial Planning 2006 — 2008
St. Paul's School 1988 — 1992
Mark Raimy's MFS Investment Management Experience September 1989 - August 1995
Job Chief Executive Officer at Welders Supply Company
Industry Business Supplies and Equipment
Experience
Welders Supply Company April 2005 - Present
Prudential Equity Group September 1995 - April 2005
MFS Investment Management September 1989 - August 1995
Skills
Equities, New Business Development, Business Strategy, Asset Managment, Cross-functional Team..., Business Planning, Start-ups, Business Development, Competitive Analysis, Entrepreneurship, Strategy, Contract Negotiation, Private Equity, Risk Management, Due Diligence, Strategic Financial..., Forecasting, Negotiation, Finance, Venture Capital, Management Consulting, Marketing Strategy, Banking, Executive Management, Analysis, Financial Markets, Market Research, Account Management, Budgets, Hedge Funds, Sales, Product Marketing, Corporate Development, Leadership, CRM, Financial Reporting, Management, Trading, Marketing, Process Improvement, Team Building, Product Development, Business Process..., Insurance, Strategic Partnerships, Product Management, Change Management, Investment Banking, Analytics, Business Analysis
Education
Denison University 1986 — 1989
BA, Economics
Welders Supply Company April 2005 - Present
Prudential Equity Group September 1995 - April 2005
MFS Investment Management September 1989 - August 1995
Skills
Equities, New Business Development, Business Strategy, Asset Managment, Cross-functional Team..., Business Planning, Start-ups, Business Development, Competitive Analysis, Entrepreneurship, Strategy, Contract Negotiation, Private Equity, Risk Management, Due Diligence, Strategic Financial..., Forecasting, Negotiation, Finance, Venture Capital, Management Consulting, Marketing Strategy, Banking, Executive Management, Analysis, Financial Markets, Market Research, Account Management, Budgets, Hedge Funds, Sales, Product Marketing, Corporate Development, Leadership, CRM, Financial Reporting, Management, Trading, Marketing, Process Improvement, Team Building, Product Development, Business Process..., Insurance, Strategic Partnerships, Product Management, Change Management, Investment Banking, Analytics, Business Analysis
Education
Denison University 1986 — 1989
BA, Economics
Eileen Trainor Neubert's MFS Investment Management Experience August 1995 - July 2007
Job Account Executive at GreatWest Company
Industry Financial Services
Experience
Great-West Company 2008 - Present
ING 2007 - 2008
MFS Investment Management August 1995 - July 2007
MFS Investment Management 1990 - 1995
Education
College for Financial Planning
CRPC
Northeastern University
Business Administration
Great-West Company 2008 - Present
ING 2007 - 2008
MFS Investment Management August 1995 - July 2007
MFS Investment Management 1990 - 1995
Education
College for Financial Planning
CRPC
Northeastern University
Business Administration
Scott Collins, CIMA's MFS Investment Management Experience March 2006 - Present
Job Director at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management March 2006 - Present
Education
Creighton University 1989 — 1993
BSBA, Finance & Economics
MFS Investment Management March 2006 - Present
Education
Creighton University 1989 — 1993
BSBA, Finance & Economics
Stella Fidler's MFS Investment Management Experience June 2000 - June 2012
Job Department Manager at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management June 2000 - June 2012
Education
Curry College
MFS Investment Management June 2000 - June 2012
Education
Curry College
John Lathrop's MFS Investment Management Experience April 1994 - October 2003
Job Principal at Sirios Capital Management
Industry Investment Management
Experience
Sirios Capital Management January 2004 - Present
MFS Investment Management April 1994 - October 2003
Putnam Investments September 1992 - March 1994
Education
Cornell University - Johnson Graduate School of Management 1990 — 1992
MBA
Northwestern University 1984 — 1988
BA, Economics
Sirios Capital Management January 2004 - Present
MFS Investment Management April 1994 - October 2003
Putnam Investments September 1992 - March 1994
Education
Cornell University - Johnson Graduate School of Management 1990 — 1992
MBA
Northwestern University 1984 — 1988
BA, Economics
Patrick Mara's MFS Investment Management Experience June 2011 - August 2011
Job Business Advisor at Ernst & Young
Industry Financial Services
Experience
Ernst & Young August 2012 - Present
MFS Investment Management June 2011 - August 2011
MFS Investment Management June 2010 - August 2010
MFS Investment Management June 2009 - August 2009
Skills
Financial Services, Investments, Microsoft Office
Education
Colby College 2008 — 2012
Bachelor of Arts (B.A.), Mathematics-Economics with a Financial Markets Concentration
Middlesex School 2005 — 2008
High School Diploma
Ernst & Young August 2012 - Present
MFS Investment Management June 2011 - August 2011
MFS Investment Management June 2010 - August 2010
MFS Investment Management June 2009 - August 2009
Skills
Financial Services, Investments, Microsoft Office
Education
Colby College 2008 — 2012
Bachelor of Arts (B.A.), Mathematics-Economics with a Financial Markets Concentration
Middlesex School 2005 — 2008
High School Diploma
Donald Zhang's MFS Investment Management Experience June 2015 - August 2015
Job MBA Candidate at The Wharton School
Industry Investment Management
Experience
The Wharton School August 2014 - Present
MFS Investment Management June 2015 - August 2015
HarbourVest Partners August 2012 - July 2014
Lazard June 2009 - June 2012
Citadel June 2008 - November 2008
Merrill Lynch March 2007 - August 2007
Bear Stearns January 2007 - March 2007
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA)
Dartmouth College 2004 — 2008
Bachelor of Arts (BA)
International School Hannover Region 2001 — 2004
The Wharton School August 2014 - Present
MFS Investment Management June 2015 - August 2015
HarbourVest Partners August 2012 - July 2014
Lazard June 2009 - June 2012
Citadel June 2008 - November 2008
Merrill Lynch March 2007 - August 2007
Bear Stearns January 2007 - March 2007
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA)
Dartmouth College 2004 — 2008
Bachelor of Arts (BA)
International School Hannover Region 2001 — 2004
Conor Nangle's MFS Investment Management Experience August 2007 - Present
Job Regional Sales Representative at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management August 2007 - Present
MFS Investment Management January 2007 - August 2007
Skills
Separately Managed..., Series 63, Mutual Funds, Series 6, Series 51, Series 26, Investment Strategies, Series 7, Alternative Investments, Retirement Planning, Wealth Management
Education
Colgate University 2003 — 2006
Bachelor's Degree, Economics
MFS Investment Management August 2007 - Present
MFS Investment Management January 2007 - August 2007
Skills
Separately Managed..., Series 63, Mutual Funds, Series 6, Series 51, Series 26, Investment Strategies, Series 7, Alternative Investments, Retirement Planning, Wealth Management
Education
Colgate University 2003 — 2006
Bachelor's Degree, Economics
Jake Gorman, CFP®'s MFS Investment Management Experience December 2009 - March 2010
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2013 - Present
Fidelity Investments April 2012 - July 2013
Fidelity Investments April 2010 - April 2012
MFS Investment Management December 2009 - March 2010
Education
College of the Holy Cross 2005 — 2009
Bachelor's, Economics
Xaverian Brothers High School 2001 — 2005
High School
Fidelity Investments August 2013 - Present
Fidelity Investments April 2012 - July 2013
Fidelity Investments April 2010 - April 2012
MFS Investment Management December 2009 - March 2010
Education
College of the Holy Cross 2005 — 2009
Bachelor's, Economics
Xaverian Brothers High School 2001 — 2005
High School
Amy Broadstone's MFS Investment Management Experience January 2007 - June 2007
Job Financial Analyst
Industry Financial Services
Experience
State Street Bank February 2008 - July 2008
California Pizza Kitchen September 2005 - August 2007
MFS Investment Management January 2007 - June 2007
Broadstone Industries May 2002 - September 2005
Education
D'Amore-McKim School of Business at Northeastern University 2010 — 2012
MBA, Finance
European School of Business Reutlingen 2007 — 2009
Diploma in International Management, Finance
Hochschule Reutlingen 2007 — 2009
Northeastern University
Bachelor of Science, International Business; Finance; German
State Street Bank February 2008 - July 2008
California Pizza Kitchen September 2005 - August 2007
MFS Investment Management January 2007 - June 2007
Broadstone Industries May 2002 - September 2005
Education
D'Amore-McKim School of Business at Northeastern University 2010 — 2012
MBA, Finance
European School of Business Reutlingen 2007 — 2009
Diploma in International Management, Finance
Hochschule Reutlingen 2007 — 2009
Northeastern University
Bachelor of Science, International Business; Finance; German
Jim Bordewick's MFS Investment Management Experience 1990 - 2005
Job Global Compliance Executive for BofA Global Capital Management and US Trust, Bank of America Private Wealth Management
Industry Investment Management
Experience
Bank of America - BofA Global Capital Management and US Trust, Bank of America Private Wealth Mgmt. May 2010 - Present
BofA Funds May 2010 - Present
Columbia Management April 2006 - April 2010
Bank of America April 2005 - April 2010
Columbia Funds April 2005 - April 2010
Columbia Management - a Subsidiary of Bank of America 2005 - 2010
MFS Investment Management 1990 - 2005
Ropes & Gray 1987 - 1990
Gaston Snow & Ely Bartlett 1984 - 1987
Skills
Securities Regulation, Securities, AML, Corporate Governance, Hedge Funds, Alternative Investments, Fund Governance, Asset Management M&A..., Mutual Funds
Education
Cornell Law School 1981 — 1984
JD, Law
Wesleyan University 1977 — 1984
BA, HIstory
Bank of America - BofA Global Capital Management and US Trust, Bank of America Private Wealth Mgmt. May 2010 - Present
BofA Funds May 2010 - Present
Columbia Management April 2006 - April 2010
Bank of America April 2005 - April 2010
Columbia Funds April 2005 - April 2010
Columbia Management - a Subsidiary of Bank of America 2005 - 2010
MFS Investment Management 1990 - 2005
Ropes & Gray 1987 - 1990
Gaston Snow & Ely Bartlett 1984 - 1987
Skills
Securities Regulation, Securities, AML, Corporate Governance, Hedge Funds, Alternative Investments, Fund Governance, Asset Management M&A..., Mutual Funds
Education
Cornell Law School 1981 — 1984
JD, Law
Wesleyan University 1977 — 1984
BA, HIstory
Richard Offen's MFS Investment Management Experience September 2011 - Present
Job Equity Research Analyst at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management September 2011 - Present
MFS Investment Management June 2010 - August 2010
Stifel, Nicolause & Company, Incorporated May 2008 - July 2009
FBR Capital Markets June 2005 - May 2008
Education
University of Virginia Darden School of Business 2009 — 2011
Davidson College 2001 — 2005
BA, History
MFS Investment Management September 2011 - Present
MFS Investment Management June 2010 - August 2010
Stifel, Nicolause & Company, Incorporated May 2008 - July 2009
FBR Capital Markets June 2005 - May 2008
Education
University of Virginia Darden School of Business 2009 — 2011
Davidson College 2001 — 2005
BA, History
Robert Hartnett's MFS Investment Management Experience June 2007 - August 2007
Job Alternative Investments Associate at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners July 2015 - Present
Guggenheim Partners September 2013 - Present
State Street Corporation June 2010 - September 2013
Fidelity Investments June 2009 - August 2009
MFS Investment Management June 2007 - August 2007
Merrill Lynch June 2006 - August 2006
Skills
Financial Analysis, Microsoft Excel, BlackRock Aladdin, Wall Street Office, Microsoft Office, PowerPoint, Microsoft Word, Windows, Outlook, Bloomberg Software, Team Leadership, Hedge Funds
Education
Columbia University in the City of New York 2006 — 2010
Bachelor of Arts (B.A.), Economics
Cumberland High School
Guggenheim Partners July 2015 - Present
Guggenheim Partners September 2013 - Present
State Street Corporation June 2010 - September 2013
Fidelity Investments June 2009 - August 2009
MFS Investment Management June 2007 - August 2007
Merrill Lynch June 2006 - August 2006
Skills
Financial Analysis, Microsoft Excel, BlackRock Aladdin, Wall Street Office, Microsoft Office, PowerPoint, Microsoft Word, Windows, Outlook, Bloomberg Software, Team Leadership, Hedge Funds
Education
Columbia University in the City of New York 2006 — 2010
Bachelor of Arts (B.A.), Economics
Cumberland High School
Jason Kosty's MFS Investment Management Experience
Job Investment Officer at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management
Skills
Fixed Income, Investments, Bonds
Education
Duke University - The Fuqua School of Business 2002 — 2003
MBA
MFS Investment Management
Skills
Fixed Income, Investments, Bonds
Education
Duke University - The Fuqua School of Business 2002 — 2003
MBA
John McPartland's MFS Investment Management Experience May 2000 - April 2003
Job Strategic Sourcing Procurement and Contracts
Industry Logistics and Supply Chain
Experience
EMC 2015 - Present
Takeda Pharmaceuticals International Co. September 2013 - April 2014
Tedeschi Food Shops February 2012 - September 2013
Nitor Partners LLC January 2011 - January 2012
Hobbs Madison, Inc 2009 - May 2011
Novartis AG February 2010 - August 2010
Blue Cross Blue Shield of MA February 2005 - April 2009
MassInnovation September 2003 - August 2004
MFS Investment Management May 2000 - April 2003
The Commonwealth of Massachusetts Operational Services Division August 1994 - February 1999
Skills
Strategic Sourcing, Procuement, Contract Management, Supplier Management, Process Improvement, Purchasing, Strategy, Sourcing, Management, SAP, Project Management, Budgets, Negotiation, Pricing, Business Process, Facilities Management, Financial Analysis, Spend Analysis, Supply Chain, Analysis, Vendor Management, Change Management, Outsourcing, Procurement, Consulting, Contract Negotiation, Program Management, Leadership
Education
Clark University
BA, History
Northeastern University
Professional Certification, Facility Management
Worcester State University
Master of Science, Management
EMC 2015 - Present
Takeda Pharmaceuticals International Co. September 2013 - April 2014
Tedeschi Food Shops February 2012 - September 2013
Nitor Partners LLC January 2011 - January 2012
Hobbs Madison, Inc 2009 - May 2011
Novartis AG February 2010 - August 2010
Blue Cross Blue Shield of MA February 2005 - April 2009
MassInnovation September 2003 - August 2004
MFS Investment Management May 2000 - April 2003
The Commonwealth of Massachusetts Operational Services Division August 1994 - February 1999
Skills
Strategic Sourcing, Procuement, Contract Management, Supplier Management, Process Improvement, Purchasing, Strategy, Sourcing, Management, SAP, Project Management, Budgets, Negotiation, Pricing, Business Process, Facilities Management, Financial Analysis, Spend Analysis, Supply Chain, Analysis, Vendor Management, Change Management, Outsourcing, Procurement, Consulting, Contract Negotiation, Program Management, Leadership
Education
Clark University
BA, History
Northeastern University
Professional Certification, Facility Management
Worcester State University
Master of Science, Management
Robert Connors's MFS Investment Management Experience February 2006 - March 2007
Job Vice President, Investor Relations at Audax Group
Industry Financial Services
Experience
Audax Group May 2014 - Present
FOC Partners (formerly Feingold O'Keeffe Capital) April 2013 - April 2014
HGGC (formerly Huntsman Gay Global Capital) November 2010 - March 2013
Rockefeller & Co., Inc. March 2007 - November 2010
MFS Investment Management February 2006 - March 2007
Wellington Management December 2003 - February 2006
Skills
Private Equity, Business Development, Alternative Investments, Investor Relations, Due Diligence, Mergers & Acquisitions, Financial Analysis, Mutual Funds, Financial Services, Asset Allocation, LBO, Bloomberg
Education
College of the Holy Cross 1994 — 1998
Audax Group May 2014 - Present
FOC Partners (formerly Feingold O'Keeffe Capital) April 2013 - April 2014
HGGC (formerly Huntsman Gay Global Capital) November 2010 - March 2013
Rockefeller & Co., Inc. March 2007 - November 2010
MFS Investment Management February 2006 - March 2007
Wellington Management December 2003 - February 2006
Skills
Private Equity, Business Development, Alternative Investments, Investor Relations, Due Diligence, Mergers & Acquisitions, Financial Analysis, Mutual Funds, Financial Services, Asset Allocation, LBO, Bloomberg
Education
College of the Holy Cross 1994 — 1998
James Rhee's MFS Investment Management Experience September 2008 - September 2010
Job Equity Research
Industry Financial Services
Experience
MFS Investment Management September 2008 - September 2010
Keefe, Bruyette & Woods March 2006 - April 2008
Advest November 2004 - February 2006
Education
Columbia Engineering 2000 — 2004
B.S.
MFS Investment Management September 2008 - September 2010
Keefe, Bruyette & Woods March 2006 - April 2008
Advest November 2004 - February 2006
Education
Columbia Engineering 2000 — 2004
B.S.
Greg Polsen's MFS Investment Management Experience May 2011 - August 2015
Job Director of ETF Sales for Highland Capital Management
Industry Financial Services
Experience
Highland Capital Management, L.P. August 2015 - Present
MFS Investment Management May 2011 - August 2015
Sentient Jet January 2010 - May 2011
MetLife Investors February 2008 - January 2010
Skills
Series 7, Series 6, Series 63, Sales Management, Direct Sales, CRM, Sales, Inside Sales, Salesforce.com, Sales Process, Sales Operations, Cold Calling, Selling, Lead Generation, SaaS, B2B, Product Marketing, New Business Development, Email Marketing
Education
Denison University 2002 — 2006
BA
Highland Capital Management, L.P. August 2015 - Present
MFS Investment Management May 2011 - August 2015
Sentient Jet January 2010 - May 2011
MetLife Investors February 2008 - January 2010
Skills
Series 7, Series 6, Series 63, Sales Management, Direct Sales, CRM, Sales, Inside Sales, Salesforce.com, Sales Process, Sales Operations, Cold Calling, Selling, Lead Generation, SaaS, B2B, Product Marketing, New Business Development, Email Marketing
Education
Denison University 2002 — 2006
BA
Erich Shigley's MFS Investment Management Experience May 2013 - Present
Job Research Analyst at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management May 2013 - Present
Goldman Sachs June 2011 - February 2013
Goldman Sachs September 2003 - June 2011
Skills
Options
Education
Thayer School of Engineering at Dartmouth College 1999 — 2000
BE, Electrical Engineering
Dartmouth College 1995 — 1999
BA, Engineering Sciences and Economics
MFS Investment Management May 2013 - Present
Goldman Sachs June 2011 - February 2013
Goldman Sachs September 2003 - June 2011
Skills
Options
Education
Thayer School of Engineering at Dartmouth College 1999 — 2000
BE, Electrical Engineering
Dartmouth College 1995 — 1999
BA, Engineering Sciences and Economics
DJ Meagher's MFS Investment Management Experience January 2010 - August 2010
Job Analyst at HFF
Industry Real Estate
Experience
HFF July 2014 - Present
Hillwood May 2013 - July 2014
Realty Income Corporation 2012 - May 2013
Brentwood Capital Partners June 2011 - August 2011
MFS Investment Management January 2010 - August 2010
Education
Cornell University 2007 — 2011
Applied Economics & Management
HFF July 2014 - Present
Hillwood May 2013 - July 2014
Realty Income Corporation 2012 - May 2013
Brentwood Capital Partners June 2011 - August 2011
MFS Investment Management January 2010 - August 2010
Education
Cornell University 2007 — 2011
Applied Economics & Management
Rudy DiGiorgio's MFS Investment Management Experience 2001 - 2004
Job Client Service Manager
Industry Financial Services
Experience
Charles Schwab September 2015 - Present
ADT April 2015 - September 2015
Taylor Freezers of Arizona April 2008 - January 2015
USAA 2004 - 2008
MFS Investment Management 2001 - 2004
United States Marine Corps 1994 - 1998
Skills
Franchising, Hospitality Industry, Income Statement, Management, Marketing Strategy, Operations Management, Purchasing, Salesforce.com, Selling, Food Service, Forecasting, Contract Negotiation, Event Management, Account Management, Budgets, Food, Social Media, Strategy, Time Management, Retail, Trade Shows
Education
DeVry University Phoenix 1998 — 2002
Bachelor of Business Administration (B.B.A.), Information Technology
Charles Schwab September 2015 - Present
ADT April 2015 - September 2015
Taylor Freezers of Arizona April 2008 - January 2015
USAA 2004 - 2008
MFS Investment Management 2001 - 2004
United States Marine Corps 1994 - 1998
Skills
Franchising, Hospitality Industry, Income Statement, Management, Marketing Strategy, Operations Management, Purchasing, Salesforce.com, Selling, Food Service, Forecasting, Contract Negotiation, Event Management, Account Management, Budgets, Food, Social Media, Strategy, Time Management, Retail, Trade Shows
Education
DeVry University Phoenix 1998 — 2002
Bachelor of Business Administration (B.B.A.), Information Technology
Maura Shaughnessy's MFS Investment Management Experience November 1991 - Present
Job Portfolio Manager at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management November 1991 - Present
Harvard Management Company September 1987 - August 1991
Board of Governors of Federal Reserve August 1983 - June 1985
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1985 — 1987
Master of Business Administration (MBA)
Colby College 1979 — 1983
Bachelor's degree, Economics
MFS Investment Management November 1991 - Present
Harvard Management Company September 1987 - August 1991
Board of Governors of Federal Reserve August 1983 - June 1985
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1985 — 1987
Master of Business Administration (MBA)
Colby College 1979 — 1983
Bachelor's degree, Economics
Johnathan Mathiesen's MFS Investment Management Experience November 2011 - Present
Job Investment Management Attorney, CFA Charterholder
Industry Law Practice
Experience
MFS Investment Management November 2011 - Present
Ropes & Gray LLP September 2007 - November 2011
ICF SH&E June 2000 - August 2004
Skills
Mutual Funds, Investment Management, Securities Regulation, Hedge Funds, Corporate Law, Alternative Investments, Investments, Asset Managment, Risk Management, Private Equity, Corporate Governance
Education
Columbia University School of Law 2004 — 2007
JD
CFA Institute 2001 — 2003
Yale University Graduate School of Arts and Sciences 1998 — 2000
MA, International Relations
Georgetown University School of Foreign Service 1994 — 1998
BS, Foreign Service
MFS Investment Management November 2011 - Present
Ropes & Gray LLP September 2007 - November 2011
ICF SH&E June 2000 - August 2004
Skills
Mutual Funds, Investment Management, Securities Regulation, Hedge Funds, Corporate Law, Alternative Investments, Investments, Asset Managment, Risk Management, Private Equity, Corporate Governance
Education
Columbia University School of Law 2004 — 2007
JD
CFA Institute 2001 — 2003
Yale University Graduate School of Arts and Sciences 1998 — 2000
MA, International Relations
Georgetown University School of Foreign Service 1994 — 1998
BS, Foreign Service
Daniel McNutt's MFS Investment Management Experience 2006 - 2007
Job Sr. Client Service Associate at MassMutual
Industry Financial Services
Experience
MassMutual Financial Group 2013 - Present
The Hartford 2008 - 2012
Sun Life Financial 2007 - 2008
MFS Investment Management 2006 - 2007
Skills
401k
Education
Drake University 2001 — 2005
B.S. in Business Administration, Marketing, Cum Laude
Drake University 2001 — 2005
B.S. in Business Administration, Management, Cum Laude
MassMutual Financial Group 2013 - Present
The Hartford 2008 - 2012
Sun Life Financial 2007 - 2008
MFS Investment Management 2006 - 2007
Skills
401k
Education
Drake University 2001 — 2005
B.S. in Business Administration, Marketing, Cum Laude
Drake University 2001 — 2005
B.S. in Business Administration, Management, Cum Laude
Jonathan Neipris's MFS Investment Management Experience June 2010 - March 2012
Job Project Coordinator at EquipNet
Industry Facilities Services
Experience
EquipNet April 2012 - Present
MFS Investment Management June 2010 - March 2012
Jon Harris Productions October 2006 - September 2008
Skills
Customer Service
Education
Curry College
Bachelor's degree, Business Administration and Management, General
Sharon High School
EquipNet April 2012 - Present
MFS Investment Management June 2010 - March 2012
Jon Harris Productions October 2006 - September 2008
Skills
Customer Service
Education
Curry College
Bachelor's degree, Business Administration and Management, General
Sharon High School
Laura Rigazio's MFS Investment Management Experience March 1998 - March 2005
Job Controller Market Services at EMD Millipore
Industry Pharmaceuticals
Experience
EMD Millipore January 2014 - Present
EMD Millipore January 2011 - January 2014
Millipore January 2009 - December 2010
Millipore April 2007 - December 2008
M/A-COM, Inc. March 2005 - April 2007
MFS Investment Management March 1998 - March 2005
HLM Management 1996 - 1998
Brown Brothers Harriman 1993 - 1998
Skills
Business Partner Support, Financial Modeling, Financial Analysis, Cross Functional..., Change Management, Cross-functional Team..., Analysis, Biotechnology, Finance, Financial Reporting, Life Sciences, Portfolio Management, Process Improvement, Strategic Planning
Education
College of the Holy Cross
Bachelor of Arts
EMD Millipore January 2014 - Present
EMD Millipore January 2011 - January 2014
Millipore January 2009 - December 2010
Millipore April 2007 - December 2008
M/A-COM, Inc. March 2005 - April 2007
MFS Investment Management March 1998 - March 2005
HLM Management 1996 - 1998
Brown Brothers Harriman 1993 - 1998
Skills
Business Partner Support, Financial Modeling, Financial Analysis, Cross Functional..., Change Management, Cross-functional Team..., Analysis, Biotechnology, Finance, Financial Reporting, Life Sciences, Portfolio Management, Process Improvement, Strategic Planning
Education
College of the Holy Cross
Bachelor of Arts
William Boardman's MFS Investment Management Experience December 1993 - January 1998
Job Senior Vice President at Kleinwort Benson Investors
Industry Investment Management
Experience
Kleinwort Benson Investors 2013 - Present
F&C Asset Management July 1999 - January 2013
MFS Investment Management December 1993 - January 1998
Education
Denison University 1989 — 1993
BS, Art History, Criticism and Conservation
Deerfield Academy 1986 — 1989
Kleinwort Benson Investors 2013 - Present
F&C Asset Management July 1999 - January 2013
MFS Investment Management December 1993 - January 1998
Education
Denison University 1989 — 1993
BS, Art History, Criticism and Conservation
Deerfield Academy 1986 — 1989
Charlotte Knott's MFS Investment Management Experience June 2014 - August 2014
Job Student at Dartmouth College
Industry
Experience
Cornerstone Research September 2015 - Present
MFS Investment Management June 2014 - August 2014
MFS Investment Management December 2013 - March 2014
MFS Investment Management June 2012 - August 2012
Skills
Microsoft Excel
Education
Dartmouth College 2011 — 2015
Economics
Cornerstone Research September 2015 - Present
MFS Investment Management June 2014 - August 2014
MFS Investment Management December 2013 - March 2014
MFS Investment Management June 2012 - August 2012
Skills
Microsoft Excel
Education
Dartmouth College 2011 — 2015
Economics
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group