MFS Investment Management
Industry: Investment management company
DescriptionMFS Investment Management is an American-based global investment manager, formerly known as Massachusetts Financial Services. Founded in 1924, MFS is one of the oldest asset management companies in the world and has been credited with pioneering the mutual fund. Assets under management: 448.7 billion USD (April 30, 2017) CEO: Robert J Manning (2004–) Headquarters: Boston, Massachusetts, United States Parent organization: Sun Life Financial
MFS Investment Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at MFS Investment Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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MFS Investment Management Employees
Employee
Years
Job
Industry
Katherine Caplinger Katherine Caplinger's MFS Investment Management Experience August 2015 - Present
Job Inbound Sales Representative at MFS Investment Management
Industry Investment Banking
Experience
MFS Investment Management August 2015 - Present
Northwestern Mutual May 2015 - August 2015
Tom James Company May 2014 - August 2014
Landsdowne Resort May 2012 - June 2013
Skills
Financial Analysis, Sales, Microsoft Office, PowerPoint, Social Media, Time Management, Teamwork, Social Networking, Microsoft Excel, Microsoft Word, Analysis, Data Analysis, Spanish, Public Speaking, English, Accounting, Windows, Retail, Access, Facebook
Education
Florida State University 2011 — 2015
Bachelor of Science (BS), Economics
MFS Investment Management August 2015 - Present
Northwestern Mutual May 2015 - August 2015
Tom James Company May 2014 - August 2014
Landsdowne Resort May 2012 - June 2013
Skills
Financial Analysis, Sales, Microsoft Office, PowerPoint, Social Media, Time Management, Teamwork, Social Networking, Microsoft Excel, Microsoft Word, Analysis, Data Analysis, Spanish, Public Speaking, English, Accounting, Windows, Retail, Access, Facebook
Education
Florida State University 2011 — 2015
Bachelor of Science (BS), Economics
Meredith (Jessee) Russell Meredith (Jessee) Russell's MFS Investment Management Experience May 2010 - August 2010
Job National Account Coordinator at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price December 2014 - Present
T. Rowe Price October 2013 - November 2014
Putnam Investments December 2011 - August 2013
Putnam Investments June 2011 - November 2011
MFS Investment Management May 2010 - August 2010
Skills
Series 63, Series 6, Mutual Funds, Alternative Investments, Fixed Income, Asset Allocation, Investment Strategies, Series 7, Investments, Equities, Wealth Management, 401k
Education
Gettysburg College 2007 — 2011
Bachelor of Arts, Management, Political Science
Concord Carlisle High School 2003 — 2007
Syracuse University
International Study Experience in Florence, Italy
T. Rowe Price December 2014 - Present
T. Rowe Price October 2013 - November 2014
Putnam Investments December 2011 - August 2013
Putnam Investments June 2011 - November 2011
MFS Investment Management May 2010 - August 2010
Skills
Series 63, Series 6, Mutual Funds, Alternative Investments, Fixed Income, Asset Allocation, Investment Strategies, Series 7, Investments, Equities, Wealth Management, 401k
Education
Gettysburg College 2007 — 2011
Bachelor of Arts, Management, Political Science
Concord Carlisle High School 2003 — 2007
Syracuse University
International Study Experience in Florence, Italy
Cyrilada Hewitt Cyrilada Hewitt's MFS Investment Management Experience November 2005 - Present
Job Customer Service Representative at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management November 2005 - Present
Cigna Healthcare June 1998 - November 2005
Skills
Customer Service, Call Centers, Financial Services, Microsoft Excel, Mutual Funds, Insurance, Credit, Risk Management, Finance, Project Management, Business Analysis, Analysis
Education
Glendale Community College
Communications
MFS Investment Management November 2005 - Present
Cigna Healthcare June 1998 - November 2005
Skills
Customer Service, Call Centers, Financial Services, Microsoft Excel, Mutual Funds, Insurance, Credit, Risk Management, Finance, Project Management, Business Analysis, Analysis
Education
Glendale Community College
Communications
Nina Fattahi Nina Fattahi's MFS Investment Management Experience 2003 - 2006
Job Senior Relationship Manager, Helping companies leverage the world's largest professional network to hire, market & sell
Industry Internet
Experience
LinkedIn 2013 - Present
Dow Jones 2013 - 2013
Standard & Poor's 2007 - 2010
MFS Investment Management 2003 - 2006
UBS 2001 - 2001
Skills
Strategy, Business Development, Business Relationship..., Public Speaking, Social Media, Salesforce.com, Account Management, Financial Markets, Sales, International Business, SaaS, B2B, Social Selling, Competitive Analysis
Education
Grenoble Ecole de Management 2010 — 2012
International MBA, Business Analytics
The University of Connecticut 1998 — 2002
Bsc, Finance & International Business
LinkedIn 2013 - Present
Dow Jones 2013 - 2013
Standard & Poor's 2007 - 2010
MFS Investment Management 2003 - 2006
UBS 2001 - 2001
Skills
Strategy, Business Development, Business Relationship..., Public Speaking, Social Media, Salesforce.com, Account Management, Financial Markets, Sales, International Business, SaaS, B2B, Social Selling, Competitive Analysis
Education
Grenoble Ecole de Management 2010 — 2012
International MBA, Business Analytics
The University of Connecticut 1998 — 2002
Bsc, Finance & International Business
Emily Shand's MFS Investment Management Experience July 2015 - Present
Job Hospitality Major and Aspiring Events Professional
Industry Hospitality
Experience
MFS Investment Management July 2015 - Present
University of Vermont June 2014 - August 2014
The Essex, Vermont's Culinary Resort & Spa May 2013 - August 2014
Salem Waterfront Hotel & Marina October 2013 - May 2014
ECHO Lake Aquarium and Science Center May 2013 - August 2013
Skills
Event Planning, Multi Tasking, Organization, Time Management, Dedication to..., Timely Decision Making, Teamwork, Social Media, Customer Service, Technology, Microsoft Office
Education
Endicott College 2012 — 2016
Bachelor's degree, Hospitality Administration/Management (Event focus), Sophomore
International College of Management Sydney 2014 — 2014
Bachelor's Degree, Study Abroad - Event Management, Junior
MFS Investment Management July 2015 - Present
University of Vermont June 2014 - August 2014
The Essex, Vermont's Culinary Resort & Spa May 2013 - August 2014
Salem Waterfront Hotel & Marina October 2013 - May 2014
ECHO Lake Aquarium and Science Center May 2013 - August 2013
Skills
Event Planning, Multi Tasking, Organization, Time Management, Dedication to..., Timely Decision Making, Teamwork, Social Media, Customer Service, Technology, Microsoft Office
Education
Endicott College 2012 — 2016
Bachelor's degree, Hospitality Administration/Management (Event focus), Sophomore
International College of Management Sydney 2014 — 2014
Bachelor's Degree, Study Abroad - Event Management, Junior
Steve Lyons Art's MFS Investment Management Experience 2007 - 2007
Job Artist
Industry Arts and Crafts
Experience
Self-Employed Artist September 2011 - Present
Commonwealth Financial Network April 2011 - July 2012
Creative Writing and Brand Development January 2011 - December 2011
OneNewEngland.com January 2007 - January 2011
Consultancy January 2000 - January 2011
Steve Lyons Consulting in Conjuction with Stage2 Marketing January 2006 - January 2010
ETFstore October 2008 - November 2008
Sovereign Bank May 2008 - September 2008
MFS Investment Management 2007 - 2007
Fidelity 2000 - 2004
Skills
Copywriting, Marketing Communications, Marketing, Sales, Web Design, Leadership, B2B, Project Management, Strategic Communications, Direct Mail, Advertising, Content Development, Public Relations, Art, Writing, Creative Direction, Editing
Education
Louisiana State University 1980 — 1982
Master of Journalism, Journalism
Eastern Kentucky University 1976 — 1980
BA, Journalism and Communication
Self-Employed Artist September 2011 - Present
Commonwealth Financial Network April 2011 - July 2012
Creative Writing and Brand Development January 2011 - December 2011
OneNewEngland.com January 2007 - January 2011
Consultancy January 2000 - January 2011
Steve Lyons Consulting in Conjuction with Stage2 Marketing January 2006 - January 2010
ETFstore October 2008 - November 2008
Sovereign Bank May 2008 - September 2008
MFS Investment Management 2007 - 2007
Fidelity 2000 - 2004
Skills
Copywriting, Marketing Communications, Marketing, Sales, Web Design, Leadership, B2B, Project Management, Strategic Communications, Direct Mail, Advertising, Content Development, Public Relations, Art, Writing, Creative Direction, Editing
Education
Louisiana State University 1980 — 1982
Master of Journalism, Journalism
Eastern Kentucky University 1976 — 1980
BA, Journalism and Communication
Danielle Corey's MFS Investment Management Experience January 2008 - Present
Job
Industry Financial Services
Experience
MFS Investment Management January 2008 - Present
MFS Investment Management June 2004 - January 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, English, Photoshop, Outlook, Windows, Equities, Fixed Income, Event Planning, Social Media
Education
Emerson College 2000 — 2004
Bachelor of Science (BS), Marketing/Public Relations
MFS Investment Management January 2008 - Present
MFS Investment Management June 2004 - January 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, English, Photoshop, Outlook, Windows, Equities, Fixed Income, Event Planning, Social Media
Education
Emerson College 2000 — 2004
Bachelor of Science (BS), Marketing/Public Relations
Nate Hanmer's MFS Investment Management Experience June 2007 - August 2008
Job Principal at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors June 2013 - Present
State Street Global Advisors August 2012 - June 2013
State Street Global Advisors February 2010 - August 2012
Philips Color Kinetics October 2009 - February 2010
MFS Investment Management June 2007 - August 2008
Skills
Relationship Management, Client Services, Project Management, Investments, Business Process..., Process Improvement, Financial Services, Lean Operations, Financial Reporting, Lean Thinking, Microsoft Excel, Customer Service, PowerPoint, Automated Work..., Microsoft Office, SharePoint
Education
General Assembly 2015 — 2015
Product Management
University of New Hampshire - Whittemore School of Business and Economics 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Victoria University of Wellington 2008 — 2008
State Street Global Advisors June 2013 - Present
State Street Global Advisors August 2012 - June 2013
State Street Global Advisors February 2010 - August 2012
Philips Color Kinetics October 2009 - February 2010
MFS Investment Management June 2007 - August 2008
Skills
Relationship Management, Client Services, Project Management, Investments, Business Process..., Process Improvement, Financial Services, Lean Operations, Financial Reporting, Lean Thinking, Microsoft Excel, Customer Service, PowerPoint, Automated Work..., Microsoft Office, SharePoint
Education
General Assembly 2015 — 2015
Product Management
University of New Hampshire - Whittemore School of Business and Economics 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Victoria University of Wellington 2008 — 2008
Carolyn (Kelly) Lynch, MBA Carolyn (Kelly) Lynch, MBA's MFS Investment Management Experience 1996 - 1998
Job Senior Portfolio Manager
Industry Health, Wellness and Fitness
Experience
Harvard Pilgrim Health Care July 2015 - Present
McKesson Health Solutions July 2013 - April 2015
AliMed September 2010 - July 2013
AliMed March 2007 - September 2010
Staples April 2005 - 2007
Staples 1998 - 2005
MFS Investment Management 1996 - 1998
Skills
Product Management, Marketing Strategy, Marketing Communications, Internal Communications, Cross-functional Team..., Product Launch, Product Marketing, Account Management, Competitive Analysis, Team Building, New Business Development, Market Development, Sales, Strategic Planning, Marketing, Forecasting, Medical Devices, Product Development, Training, Business Strategy, Program Management, Advertising, Leadership, Market Research, Budgets, Sales Management, Management, B2B, Contract Negotiation, Negotiation, Strategy, Business Planning, Sales Operations, CRM, Sales Presentations, Lead Generation, Salesforce.com, Online Marketing, Direct Sales, Direct Marketing, Cold Calling, Pricing, Market Analysis, Sales Process, E-commerce, Manufacturing, Email Marketing, Business Development, Start-ups, Healthcare
Education
Endicott College 2006 — 2008
MBA, Business
University of Massachusetts at Lowell 1992 — 1996
Bachelors
Westborough High School 1989 — 1992
Pragmatic Marketing Certificate
Product Management
Northeastern University
Marketing Certificate, Marketing
Harvard Pilgrim Health Care July 2015 - Present
McKesson Health Solutions July 2013 - April 2015
AliMed September 2010 - July 2013
AliMed March 2007 - September 2010
Staples April 2005 - 2007
Staples 1998 - 2005
MFS Investment Management 1996 - 1998
Skills
Product Management, Marketing Strategy, Marketing Communications, Internal Communications, Cross-functional Team..., Product Launch, Product Marketing, Account Management, Competitive Analysis, Team Building, New Business Development, Market Development, Sales, Strategic Planning, Marketing, Forecasting, Medical Devices, Product Development, Training, Business Strategy, Program Management, Advertising, Leadership, Market Research, Budgets, Sales Management, Management, B2B, Contract Negotiation, Negotiation, Strategy, Business Planning, Sales Operations, CRM, Sales Presentations, Lead Generation, Salesforce.com, Online Marketing, Direct Sales, Direct Marketing, Cold Calling, Pricing, Market Analysis, Sales Process, E-commerce, Manufacturing, Email Marketing, Business Development, Start-ups, Healthcare
Education
Endicott College 2006 — 2008
MBA, Business
University of Massachusetts at Lowell 1992 — 1996
Bachelors
Westborough High School 1989 — 1992
Pragmatic Marketing Certificate
Product Management
Northeastern University
Marketing Certificate, Marketing
Jennifer McGrath Jennifer McGrath's MFS Investment Management Experience January 2011 - Present
Job National Account Manager at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management January 2011 - Present
MFS Investment Management September 2008 - December 2010
MFS Investment Management October 2007 - August 2008
Skills
Series 6, Series 63, Mutual Funds, Investments, Customer Service, Relationship Management, Account Management, Financial Services, Microsoft Office
Education
Fordham University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
MFS Investment Management January 2011 - Present
MFS Investment Management September 2008 - December 2010
MFS Investment Management October 2007 - August 2008
Skills
Series 6, Series 63, Mutual Funds, Investments, Customer Service, Relationship Management, Account Management, Financial Services, Microsoft Office
Education
Fordham University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
Alanna MacNeil-Zografos Alanna MacNeil-Zografos's MFS Investment Management Experience January 1994 - May 2001
Job Dedicated New York Life Insurance Agent helping to protect families and create retirement portfolios.
Industry Financial Services
Experience
New York Life Insurance Company August 2014 - Present
Arbonne Independent Consultant January 2013 - July 2014
Coldwell Banker Residential Brokerage March 2001 - July 2014
The Mean Bean LLC (dba) Cuppys Coffee September 2007 - January 2013
MFS Investment Management January 1994 - May 2001
Boston Financial Data Services May 1986 - May 1994
Skills
Marketing Strategy, Team Building, Sales, Marketing, Small Business, Leadership, Project Management, Referrals, Strategic Planning, Business Planning, Social Media, Business Development, Account Management, Asset Protection, Customer Relations, Education Funding..., Whole Life Insurance, Customer Retention, Term Life Insurance, Teamwork, Team Motivator, Customer Insight, Selling, Business Insurance..., Estate Planning, Supplements to Employee..., Retirement Planning, Income Protection, Key Person Protection, Lead Generation, Event Coordination, Networking, New Business Development, Multi Tasking Skills, Social Media Marketing, Public Speaking, Fixed Annuities, Grandchild Gifting, Business Networking, Problem Solving, 401(k) Rollovers, Customer Service
Education
Coldwell Banker School of Real Estate Atlanta GA 2001 — 2014
Real Estate
Conway Country School of Real Estate Boston MA 1999 — 1999
Real Estate
Barney Fletcher School of Real Estate Atlanta GA
Real Estate
Fisher College
Business Administration and Management, General
Silver Lake Regional High
High school Diploma, Business Administration and Management, General
New York Life Insurance Company August 2014 - Present
Arbonne Independent Consultant January 2013 - July 2014
Coldwell Banker Residential Brokerage March 2001 - July 2014
The Mean Bean LLC (dba) Cuppys Coffee September 2007 - January 2013
MFS Investment Management January 1994 - May 2001
Boston Financial Data Services May 1986 - May 1994
Skills
Marketing Strategy, Team Building, Sales, Marketing, Small Business, Leadership, Project Management, Referrals, Strategic Planning, Business Planning, Social Media, Business Development, Account Management, Asset Protection, Customer Relations, Education Funding..., Whole Life Insurance, Customer Retention, Term Life Insurance, Teamwork, Team Motivator, Customer Insight, Selling, Business Insurance..., Estate Planning, Supplements to Employee..., Retirement Planning, Income Protection, Key Person Protection, Lead Generation, Event Coordination, Networking, New Business Development, Multi Tasking Skills, Social Media Marketing, Public Speaking, Fixed Annuities, Grandchild Gifting, Business Networking, Problem Solving, 401(k) Rollovers, Customer Service
Education
Coldwell Banker School of Real Estate Atlanta GA 2001 — 2014
Real Estate
Conway Country School of Real Estate Boston MA 1999 — 1999
Real Estate
Barney Fletcher School of Real Estate Atlanta GA
Real Estate
Fisher College
Business Administration and Management, General
Silver Lake Regional High
High school Diploma, Business Administration and Management, General
Kate Gibbons Kate Gibbons's MFS Investment Management Experience 1996 - 1998
Job Teacher
Industry Primary/Secondary Education
Experience
Fairport Central School District January 2012 - June 2015
UBS Wealth Management September 2002 - February 2004
Legg Mason 1999 - 2002
MFS Investment Management 1996 - 1998
Putnam Investments August 1994 - September 1996
Skills
Classroom, Classroom Management, Literacy, Elementary Education, Teaching, Lesson Planning, Differentiated..., Instructional Design, Research, Instructional Technology, Program Development, Public Speaking
Education
Nazareth College 2015 — 2016
Certification, Literacy
Nazareth College of Rochester 2007 — 2012
Master of Science (MS), Education
Gettysburg College 1990 — 1994
Bachelor of Arts (B.A.), Spanish Language and Literature
Fairport Central School District January 2012 - June 2015
UBS Wealth Management September 2002 - February 2004
Legg Mason 1999 - 2002
MFS Investment Management 1996 - 1998
Putnam Investments August 1994 - September 1996
Skills
Classroom, Classroom Management, Literacy, Elementary Education, Teaching, Lesson Planning, Differentiated..., Instructional Design, Research, Instructional Technology, Program Development, Public Speaking
Education
Nazareth College 2015 — 2016
Certification, Literacy
Nazareth College of Rochester 2007 — 2012
Master of Science (MS), Education
Gettysburg College 1990 — 1994
Bachelor of Arts (B.A.), Spanish Language and Literature
Dany Suarez Dany Suarez's MFS Investment Management Experience August 2008 - April 2014
Job Compliance Officer at Santander Holdings USA
Industry Banking
Experience
Santander Holdings USA July 2015 - Present
Beautiful Module Productions February 2015 - Present
Santander Bank, N.A. May 2014 - July 2015
MFS Investment Management August 2008 - April 2014
Boston Financial Data Services September 2005 - August 2008
Verizon September 2003 - June 2005
Skills
Mutual Funds, AML, Management, ERISA, Spanish, Internal Audit, Fluent Spanish, Expert in Microsoft..., 401k, Retirement, IRAs, Fund Accounting, Pensions, Fixed Annuities, Project Management, Project Planning, Risk Management, Microsoft Word, Microsoft Excel, PowerPoint, Asset Management, Operational Risk..., Financial Risk, Anti Money Laundering, Banking, Finance, Operational Risk, Analysis, Financial Services, Microsoft Office
Education
Gibbs College-Boston
Associate of Science (A.S.), Computer Science
New England College of Business and Finance
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Santander Holdings USA July 2015 - Present
Beautiful Module Productions February 2015 - Present
Santander Bank, N.A. May 2014 - July 2015
MFS Investment Management August 2008 - April 2014
Boston Financial Data Services September 2005 - August 2008
Verizon September 2003 - June 2005
Skills
Mutual Funds, AML, Management, ERISA, Spanish, Internal Audit, Fluent Spanish, Expert in Microsoft..., 401k, Retirement, IRAs, Fund Accounting, Pensions, Fixed Annuities, Project Management, Project Planning, Risk Management, Microsoft Word, Microsoft Excel, PowerPoint, Asset Management, Operational Risk..., Financial Risk, Anti Money Laundering, Banking, Finance, Operational Risk, Analysis, Financial Services, Microsoft Office
Education
Gibbs College-Boston
Associate of Science (A.S.), Computer Science
New England College of Business and Finance
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Dan Flaherty's MFS Investment Management Experience August 2007 - Present
Job AVP, Manager of Media Relations at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management August 2007 - Present
Evergreen Investments December 2004 - July 2007
Adams Harkness January 2004 - December 2004
Fidelity Investments May 1996 - January 2004
WTM Communications 1993 - 1994
Skills
Corporate Communications, Marketing Communications, Media Relations, Press Releases, Internal Communications
Education
Emerson College 1995 — 1997
BS in Speech Communication, Public Relations, Communications
Syracuse University 1992 — 1994
Public Relations
MFS Investment Management August 2007 - Present
Evergreen Investments December 2004 - July 2007
Adams Harkness January 2004 - December 2004
Fidelity Investments May 1996 - January 2004
WTM Communications 1993 - 1994
Skills
Corporate Communications, Marketing Communications, Media Relations, Press Releases, Internal Communications
Education
Emerson College 1995 — 1997
BS in Speech Communication, Public Relations, Communications
Syracuse University 1992 — 1994
Public Relations
Carlos Enrique Villanueva Salazar's MFS Investment Management Experience July 2014 - December 2014
Job Global Client Administration at MFS Investment Management
Industry Financial Services
Experience
TEMIK August 2015 - Present
MFS Investment Management July 2014 - December 2014
Grupo Baltiko January 2013 - May 2013
CEUDLAP – International Business Student Board September 2012 - May 2013
International Gymnastics Camp May 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Mac OS, Market Research, Bilingual-English/Spanis..., Financial Analysis, Strategic Negotiations, Marketing Strategy, Export-Import, Special Events..., Social Promotion, Social Media Advertising, Project Planning, Client Administration, Spanish, English, Teamwork, Microsoft Office
Education
Northeastern University 2013 — 2015
BSIB, Finance, Graduated
Fundación Universidad de las Américas, Puebla, A.C. 2010 — 2015
Candidate for Bachelor of International Business Management, International Business, Undergrad
John F. Kennedy Mexico 2003 — 2005
TEMIK August 2015 - Present
MFS Investment Management July 2014 - December 2014
Grupo Baltiko January 2013 - May 2013
CEUDLAP – International Business Student Board September 2012 - May 2013
International Gymnastics Camp May 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Mac OS, Market Research, Bilingual-English/Spanis..., Financial Analysis, Strategic Negotiations, Marketing Strategy, Export-Import, Special Events..., Social Promotion, Social Media Advertising, Project Planning, Client Administration, Spanish, English, Teamwork, Microsoft Office
Education
Northeastern University 2013 — 2015
BSIB, Finance, Graduated
Fundación Universidad de las Américas, Puebla, A.C. 2010 — 2015
Candidate for Bachelor of International Business Management, International Business, Undergrad
John F. Kennedy Mexico 2003 — 2005
Chris Pisarkiewicz Chris Pisarkiewicz's MFS Investment Management Experience November 2008 - April 2009
Job Product Marketing Manager at PrismHR
Industry Marketing and Advertising
Experience
PrismHR August 2015 - Present
Forum Systems November 2013 - July 2015
IMN October 2012 - November 2013
IMN October 2011 - October 2012
IMN May 2011 - October 2011
South Shore SuddenValues June 2009 - June 2011
MFS Investment Management November 2008 - April 2009
Morgan Stanley Smith Barney January 2008 - May 2008
Saint-Gobain Abrasives May 2007 - August 2007
Skills
Email Marketing, HubSpot, SugarCRM, Social Media Marketing, SEO, Product Marketing, Social Media, Marketing Strategy, Product Management, Project Management, Marketing Communications, Salesforce.com
Education
Fairfield University 2004 — 2008
Bachelors Degree, Marketing & Accounting
PrismHR August 2015 - Present
Forum Systems November 2013 - July 2015
IMN October 2012 - November 2013
IMN October 2011 - October 2012
IMN May 2011 - October 2011
South Shore SuddenValues June 2009 - June 2011
MFS Investment Management November 2008 - April 2009
Morgan Stanley Smith Barney January 2008 - May 2008
Saint-Gobain Abrasives May 2007 - August 2007
Skills
Email Marketing, HubSpot, SugarCRM, Social Media Marketing, SEO, Product Marketing, Social Media, Marketing Strategy, Product Management, Project Management, Marketing Communications, Salesforce.com
Education
Fairfield University 2004 — 2008
Bachelors Degree, Marketing & Accounting
Carol Arnold Carol Arnold's MFS Investment Management Experience July 2013 - Present
Job Compensation Analyst at MFS Investment Management
Industry Human Resources
Experience
MFS Investment Management July 2013 - Present
Independent Human Resources Consultant May 2013 - July 2013
NetBrain Technologies Inc. January 2011 - April 2013
Human Resources Services, Inc Website January 1998 - January 2011
Learning Services, Inc January 1988 - January 1993
Prudential Insurance Company of America January 1985 - January 1988
Skills
Microsoft Office, Salesforce.com, Recruiting, Compensation & Benefit, Account Management, Technical Recruiting, Sourcing, Screening, QuickBooks, iCIMS, Onboarding, Passive Candidate..., Employee Handbooks, Personnel Management, SaaS, Oracle, Training, CRM, Business Development, Oracle SQL, Accounts Receivable, Interviews, Employee Benefits, Management, Deferred Compensation, Leadership, Applicant Tracking..., Performance Management, Human Resources, Networking, Market Research, Workday, Reward Systems, Analysis, Cold Calling, Negotiation, New Hire Orientations, Time Management, Talent Acquisition, Vendor Management, Internet Recruiting, College Recruiting, Job Descriptions, Talent Management, HR Policies, Consulting, HRIS, Contract Recruitment, Workforce Planning, Benefits Administration
Education
Gettysburg College 1980 — 1984
BA, Mathematics
Glastonbury High School
MFS Investment Management July 2013 - Present
Independent Human Resources Consultant May 2013 - July 2013
NetBrain Technologies Inc. January 2011 - April 2013
Human Resources Services, Inc Website January 1998 - January 2011
Learning Services, Inc January 1988 - January 1993
Prudential Insurance Company of America January 1985 - January 1988
Skills
Microsoft Office, Salesforce.com, Recruiting, Compensation & Benefit, Account Management, Technical Recruiting, Sourcing, Screening, QuickBooks, iCIMS, Onboarding, Passive Candidate..., Employee Handbooks, Personnel Management, SaaS, Oracle, Training, CRM, Business Development, Oracle SQL, Accounts Receivable, Interviews, Employee Benefits, Management, Deferred Compensation, Leadership, Applicant Tracking..., Performance Management, Human Resources, Networking, Market Research, Workday, Reward Systems, Analysis, Cold Calling, Negotiation, New Hire Orientations, Time Management, Talent Acquisition, Vendor Management, Internet Recruiting, College Recruiting, Job Descriptions, Talent Management, HR Policies, Consulting, HRIS, Contract Recruitment, Workforce Planning, Benefits Administration
Education
Gettysburg College 1980 — 1984
BA, Mathematics
Glastonbury High School
Scott Edgcomb Scott Edgcomb's MFS Investment Management Experience September 2015 - Present
Job Investment Product Analyst at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management September 2015 - Present
MFS Investment Management September 2013 - August 2015
MFS Investment Management September 2011 - September 2013
Bank of New York Mellon June 2010 - August 2010
Skills
Series 63, Mutual Funds, Series 7, Finance
Education
Georgetown University 2007 — 2011
B.S.B.A, Finance/Management
CFA Institute
MFS Investment Management September 2015 - Present
MFS Investment Management September 2013 - August 2015
MFS Investment Management September 2011 - September 2013
Bank of New York Mellon June 2010 - August 2010
Skills
Series 63, Mutual Funds, Series 7, Finance
Education
Georgetown University 2007 — 2011
B.S.B.A, Finance/Management
CFA Institute
Bader Almulla Bader Almulla's MFS Investment Management Experience January 2013 - July 2013
Job Equity Research Associate at Wafra Investment Advisory Group
Industry Financial Services
Experience
Wafra Investment Advisory Group September 2015 - Present
Wafra Investment Advisory Group October 2014 - June 2015
Wellington Management January 2014 - July 2014
MFS Investment Management January 2013 - July 2013
Ahli United Bank June 2012 - August 2012
Tooks Chambers Law Firm March 2009 - August 2009
Skills
Emerging Markets, Fixed Income Analysis, Investments, Operational Risk, Economics, Financial Reporting, Leadership
Education
Northeastern University 2010 — 2014
Bachelor's Degree, Finance / Emerging Markets
Fundação Getúlio Vargas 2013 — 2013
Summer Study Abroad, Emerging Markets / Field Research.
Leysin American School 2007 — 2010
International Baccalaureate Certification / High School Diploma
Wafra Investment Advisory Group September 2015 - Present
Wafra Investment Advisory Group October 2014 - June 2015
Wellington Management January 2014 - July 2014
MFS Investment Management January 2013 - July 2013
Ahli United Bank June 2012 - August 2012
Tooks Chambers Law Firm March 2009 - August 2009
Skills
Emerging Markets, Fixed Income Analysis, Investments, Operational Risk, Economics, Financial Reporting, Leadership
Education
Northeastern University 2010 — 2014
Bachelor's Degree, Finance / Emerging Markets
Fundação Getúlio Vargas 2013 — 2013
Summer Study Abroad, Emerging Markets / Field Research.
Leysin American School 2007 — 2010
International Baccalaureate Certification / High School Diploma
Cory Malinowski Cory Malinowski's MFS Investment Management Experience July 2011 - January 2012
Job Client Service Executive at Informa
Industry Market Research
Experience
Informa August 2015 - Present
Brown Brothers Harriman March 2015 - August 2015
State Street August 2014 - March 2015
Fon March 2013 - August 2013
Jumpstart September 2009 - July 2012
MFS Investment Management July 2011 - January 2012
YMCA October 2007 - August 2010
Skills
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Bloomberg Terminal, Finance, Accounting, Customer Service, PowerPoint, Time Management, Management, Financial Analysis, Data Analysis, Leadership, Spanish, Outlook, Analysis
Education
Northeastern University 2009 — 2014
Bachelor of Science (B.S.) in International Business, Dual Degree Program (American-Spanish), Concentrations: Finance and Accounting, Minor: Spanish, GPA: 3.3/4.0
Universidad Pontificia Comillas 2012 — 2014
Bachelor of Business Administration (BBA), ICADE: International Management, Finance (E4)
ESIC: Business & Marketing School 2012 — 2012
Certificate of Language Proficiency, Spanish Language and Literature
CLIC International House 2011 — 2011
Certificate of Language Proficiency, Spanish Language and Literature
Joseph A. Foran High School 2005 — 2009
High School, GPA: 3.5
Informa August 2015 - Present
Brown Brothers Harriman March 2015 - August 2015
State Street August 2014 - March 2015
Fon March 2013 - August 2013
Jumpstart September 2009 - July 2012
MFS Investment Management July 2011 - January 2012
YMCA October 2007 - August 2010
Skills
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Bloomberg Terminal, Finance, Accounting, Customer Service, PowerPoint, Time Management, Management, Financial Analysis, Data Analysis, Leadership, Spanish, Outlook, Analysis
Education
Northeastern University 2009 — 2014
Bachelor of Science (B.S.) in International Business, Dual Degree Program (American-Spanish), Concentrations: Finance and Accounting, Minor: Spanish, GPA: 3.3/4.0
Universidad Pontificia Comillas 2012 — 2014
Bachelor of Business Administration (BBA), ICADE: International Management, Finance (E4)
ESIC: Business & Marketing School 2012 — 2012
Certificate of Language Proficiency, Spanish Language and Literature
CLIC International House 2011 — 2011
Certificate of Language Proficiency, Spanish Language and Literature
Joseph A. Foran High School 2005 — 2009
High School, GPA: 3.5
Colette J. Sagar, ARPC Colette J. Sagar, ARPC's MFS Investment Management Experience 2005 - 2007
Job National Practice Leader at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services April 2015 - Present
New York Life Retirement Plan Services June 2014 - April 2015
MassMutual Financial Group January 2013 - March 2013
The Hartford November 2007 - January 2013
MFS Investment Management 2005 - 2007
MFS Investment Management January 2000 - January 2005
Putnam Investments January 1997 - January 2000
Putnam Investments January 1995 - January 1997
Skills
Retirement, Investments, Pensions, 401k, Budgets, Budgeting, Retirement Plan..., Asset Allocation, ERISA, Relationship Management, Sales, Management, Institutional..., Mutual Funds, Financial Services, Insurance, Strategy, Mergers & Acquisitions, Series 63, Series 6, Defined Contribution, Defined Benefit, Profit Sharing, Securities, Retirement Planning, Financial Advisory, Wealth Management
Education
East Carolina University
Bachelor of Science, Business Administration
John Hancock Retirement Plan Services April 2015 - Present
New York Life Retirement Plan Services June 2014 - April 2015
MassMutual Financial Group January 2013 - March 2013
The Hartford November 2007 - January 2013
MFS Investment Management 2005 - 2007
MFS Investment Management January 2000 - January 2005
Putnam Investments January 1997 - January 2000
Putnam Investments January 1995 - January 1997
Skills
Retirement, Investments, Pensions, 401k, Budgets, Budgeting, Retirement Plan..., Asset Allocation, ERISA, Relationship Management, Sales, Management, Institutional..., Mutual Funds, Financial Services, Insurance, Strategy, Mergers & Acquisitions, Series 63, Series 6, Defined Contribution, Defined Benefit, Profit Sharing, Securities, Retirement Planning, Financial Advisory, Wealth Management
Education
East Carolina University
Bachelor of Science, Business Administration
Madeline Schneider's MFS Investment Management Experience June 2014 - September 2014
Job Client Consulting Intern at TechTarget
Industry Marketing and Advertising
Experience
TechTarget June 2015 - Present
MFS Investment Management June 2014 - September 2014
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Customer Service, Outlook, Access, Marketing, Market Research, Public Speaking, Social Media, Social Media Marketing, Facebook
Education
Elon University - Martha and Spencer Love School of Business 2012 — 2016
Marketing, Junior
Elon University - Martha and Spencer Love School of Business 2012 — 2016
Marketing
TechTarget June 2015 - Present
MFS Investment Management June 2014 - September 2014
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Customer Service, Outlook, Access, Marketing, Market Research, Public Speaking, Social Media, Social Media Marketing, Facebook
Education
Elon University - Martha and Spencer Love School of Business 2012 — 2016
Marketing, Junior
Elon University - Martha and Spencer Love School of Business 2012 — 2016
Marketing
Christopher M. Flynn Christopher M. Flynn's MFS Investment Management Experience 2009 - November 2013
Job Compliance and Operations Leader in Financial Services
Industry Financial Services
Experience
State Street Corporation April 2015 - Present
State Street Corporation January 2015 - March 2015
State Street Global Advisors January 2014 - September 2014
MFS Investment Management 2009 - November 2013
MFS Investment Management 2007 - 2008
MFS Investment Management 2003 - 2006
MFS Investment Management 2000 - 2002
MFS Investment Management 1998 - 1999
MFS Investment Management 1996 - 1997
MFS Investment Management 1993 - 1995
Skills
Series 7, Series 6, Series 24, Series 26, Mutual Funds, Financial Services, Client Services, Risk Management, Leading Diverse Teams, Operations Management, Business Process..., Collaborative Leadership, Regulatory Compliance, CRM, AML, Alternative Investments, Asset Management, Series 63, Strategy, Fixed Income, Insurance, FINRA, Investment Management, Securities, Anti Money Laundering, Equities, Finance, Management, Analysis, Investments, Asset Allocation
Education
Georgetown University - The McDonough School of Business 1985 — 1989
Bachelor of Science, Major: Finance Minor: Philosophy
State Street Corporation April 2015 - Present
State Street Corporation January 2015 - March 2015
State Street Global Advisors January 2014 - September 2014
MFS Investment Management 2009 - November 2013
MFS Investment Management 2007 - 2008
MFS Investment Management 2003 - 2006
MFS Investment Management 2000 - 2002
MFS Investment Management 1998 - 1999
MFS Investment Management 1996 - 1997
MFS Investment Management 1993 - 1995
Skills
Series 7, Series 6, Series 24, Series 26, Mutual Funds, Financial Services, Client Services, Risk Management, Leading Diverse Teams, Operations Management, Business Process..., Collaborative Leadership, Regulatory Compliance, CRM, AML, Alternative Investments, Asset Management, Series 63, Strategy, Fixed Income, Insurance, FINRA, Investment Management, Securities, Anti Money Laundering, Equities, Finance, Management, Analysis, Investments, Asset Allocation
Education
Georgetown University - The McDonough School of Business 1985 — 1989
Bachelor of Science, Major: Finance Minor: Philosophy
Danny Marcus Danny Marcus's MFS Investment Management Experience July 2007 - June 2010
Job Proofreader/Copy Editor
Industry Publishing
Experience
Cambridge Center for Adult Education 1986 - Present
DM Enterprises June 1984 - Present
Cape Cod Compositors June 2007 - Present
DM Tax Preparation Services January 1984 - Present
Bank of America February 2012 - September 2012
ProofreadingPal.com December 2011 - September 2012
North Shore Community College May 2010 - September 2012
Copyediting.com 2007 - September 2012
New England Journal of Medicine February 2011 - April 2011
MFS Investment Management July 2007 - June 2010
Skills
Proofreading, Copy Editing, Editing, Newsletters, Editorial, Publishing, Grammar, Non-fiction, Books, Research, Creative Writing, Teaching, Fiction, Publications, Content Development, Academic Publishing, Web Content, Government, History, Higher Education, Manuscript, Textbooks, Fact-checking, Literature, Text Editing, Adobe Acrobat, Current Events
Education
Emerson College 1997 — 1997
Certificate, Publishing
Northeastern University 1991 — 1994
Certificate, Publishing
Suffolk University - Sawyer Business School 1979 — 1980
MPA, Public Administration
University of Massachusetts, Amherst 1969 — 1973
B.A., Political Science
Boston Technical High School
Cambridge Center for Adult Education 1986 - Present
DM Enterprises June 1984 - Present
Cape Cod Compositors June 2007 - Present
DM Tax Preparation Services January 1984 - Present
Bank of America February 2012 - September 2012
ProofreadingPal.com December 2011 - September 2012
North Shore Community College May 2010 - September 2012
Copyediting.com 2007 - September 2012
New England Journal of Medicine February 2011 - April 2011
MFS Investment Management July 2007 - June 2010
Skills
Proofreading, Copy Editing, Editing, Newsletters, Editorial, Publishing, Grammar, Non-fiction, Books, Research, Creative Writing, Teaching, Fiction, Publications, Content Development, Academic Publishing, Web Content, Government, History, Higher Education, Manuscript, Textbooks, Fact-checking, Literature, Text Editing, Adobe Acrobat, Current Events
Education
Emerson College 1997 — 1997
Certificate, Publishing
Northeastern University 1991 — 1994
Certificate, Publishing
Suffolk University - Sawyer Business School 1979 — 1980
MPA, Public Administration
University of Massachusetts, Amherst 1969 — 1973
B.A., Political Science
Boston Technical High School
Michelle Sikora Michelle Sikora's MFS Investment Management Experience September 1995 - June 1997
Job Information Systems/Business Analyst
Industry Information Services
Experience
Yale University School of Medicine September 1997 - Present
MFS Investment Management September 1995 - June 1997
Skills
Data Analysis, SharePoint, Databases, Software Documentation, Access, SQL, Analysis, Programming, Business Analysis, Software Development, Troubleshooting, Epic Certified in..., Microsoft Excel, Process Improvement, Healthcare
Education
Southern New Hampshire University 1993 — 1995
Masters, Computer Information Systems
Gannon University 1989 — 1993
Bachelor, Management Information Systmes
Yale University School of Medicine September 1997 - Present
MFS Investment Management September 1995 - June 1997
Skills
Data Analysis, SharePoint, Databases, Software Documentation, Access, SQL, Analysis, Programming, Business Analysis, Software Development, Troubleshooting, Epic Certified in..., Microsoft Excel, Process Improvement, Healthcare
Education
Southern New Hampshire University 1993 — 1995
Masters, Computer Information Systems
Gannon University 1989 — 1993
Bachelor, Management Information Systmes
Maryssa Hunter's MFS Investment Management Experience July 2009 - January 2010
Job Global Banking Operations Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2012 - Present
Morgan Stanley July 2011 - December 2011
GMO July 2010 - December 2010
MFS Investment Management July 2009 - January 2010
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Microsoft Office
Education
Northeastern University 2007 — 2012
Bachelors of Science in Business Administration, Finance
ESIC: Business & Marketing School
International Finance
Northwest Catholic High School 2003 — 2007
Morgan Stanley July 2012 - Present
Morgan Stanley July 2011 - December 2011
GMO July 2010 - December 2010
MFS Investment Management July 2009 - January 2010
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Microsoft Office
Education
Northeastern University 2007 — 2012
Bachelors of Science in Business Administration, Finance
ESIC: Business & Marketing School
International Finance
Northwest Catholic High School 2003 — 2007
Stephen Cavan Stephen Cavan's MFS Investment Management Experience December 1989 - March 2004
Job Member at Hub Angels
Industry Financial Services
Experience
Hub Angels April 2006 - Present
MFS Investment Management December 1989 - March 2004
The Boston Company Advisors, Inc. September 1987 - December 1989
Gaston Snow & Ely Bartlett July 1986 - September 1987
Gaston Snow & Ely Bartlett August 1982 - July 1986
US Securities and Exchange Commission August 1978 - July 1982
Skills
Mutual Funds, Securities Regulation, Securities, Investment Management, Venture Capital, Mergers & Acquisitions, Corporate Governance, Alternative Investments, Investment Advisory, FINRA, Asset Management, Financial Services, Due Diligence, Hedge Funds, Investments, Private Equity, Entrepreneurship
Education
University of Denver - Sturm College of Law 1975 — 1978
JD
Georgetown University 1971 — 1975
BS, Psychology
Hub Angels April 2006 - Present
MFS Investment Management December 1989 - March 2004
The Boston Company Advisors, Inc. September 1987 - December 1989
Gaston Snow & Ely Bartlett July 1986 - September 1987
Gaston Snow & Ely Bartlett August 1982 - July 1986
US Securities and Exchange Commission August 1978 - July 1982
Skills
Mutual Funds, Securities Regulation, Securities, Investment Management, Venture Capital, Mergers & Acquisitions, Corporate Governance, Alternative Investments, Investment Advisory, FINRA, Asset Management, Financial Services, Due Diligence, Hedge Funds, Investments, Private Equity, Entrepreneurship
Education
University of Denver - Sturm College of Law 1975 — 1978
JD
Georgetown University 1971 — 1975
BS, Psychology
Jim Gulinello's MFS Investment Management Experience 1993 - 2001
Job AVP Learning & Development at The Hanover Insurance Group
Industry Financial Services
Experience
The Hanover Insurance Group January 2015 - Present
The Hanover Insurance Group March 2013 - January 2015
BBH & Co June 2005 - March 2013
KPMG April 2001 - June 2005
MFS Investment Management 1993 - 2001
Skills
Talent Management, Succession Planning, Employee Relations, Performance Management, Onboarding, Talent Acquisition, Organizational..., Human Resources, Leadership Development, Employee Engagement, Change Management, Workforce Planning, Organizational Design, Recruiting, Career Development, Personnel Management
Education
MS Human Resource Management, Lesley University 2000 — 2004
Masters of Science, Human Resource Management
Eastern Nazarene College
BA History, History
The Hanover Insurance Group January 2015 - Present
The Hanover Insurance Group March 2013 - January 2015
BBH & Co June 2005 - March 2013
KPMG April 2001 - June 2005
MFS Investment Management 1993 - 2001
Skills
Talent Management, Succession Planning, Employee Relations, Performance Management, Onboarding, Talent Acquisition, Organizational..., Human Resources, Leadership Development, Employee Engagement, Change Management, Workforce Planning, Organizational Design, Recruiting, Career Development, Personnel Management
Education
MS Human Resource Management, Lesley University 2000 — 2004
Masters of Science, Human Resource Management
Eastern Nazarene College
BA History, History
Phil Hansel Phil Hansel's MFS Investment Management Experience 2000 - 2005
Job Contrct Specialist for Dept. of Defense
Industry Military
Experience
US Army May 2009 - Present
MFS July 2000 - November 2005
MFS Investment Management 2000 - 2005
Cabletron Systems 1995 - 1997
MBNA 1984 - 1995
Skills
Vendor Management, Program Management, Telecommunications, Risk Management, Business Analysis, Strategic Planning, Project Management, SharePoint, Process Improvement, Project Planning, Leadership, Team Leadership, Analysis, Management, Government, Contract Management, Disaster Recovery, Team Building, Cross-functional Team..., Windows, Operations Management
Education
Goldey-Beacom College 2007 — 2008
MBA, Finance
US Army May 2009 - Present
MFS July 2000 - November 2005
MFS Investment Management 2000 - 2005
Cabletron Systems 1995 - 1997
MBNA 1984 - 1995
Skills
Vendor Management, Program Management, Telecommunications, Risk Management, Business Analysis, Strategic Planning, Project Management, SharePoint, Process Improvement, Project Planning, Leadership, Team Leadership, Analysis, Management, Government, Contract Management, Disaster Recovery, Team Building, Cross-functional Team..., Windows, Operations Management
Education
Goldey-Beacom College 2007 — 2008
MBA, Finance
Danna Schnittert Danna Schnittert's MFS Investment Management Experience November 2014 - Present
Job Senior Data Intergrity Analyst at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management November 2014 - Present
MFS Investment Management May 2011 - October 2014
Skills
Multi Tasking, Account Reconciliation, Analytics, Research, Problem Solving, Issue Resolution, High Level Of Accuracy, Accruals, Overdrafts, Invoicing, Bank Reconciliation, Accounting
Education
Northeastern University 2009 — 2012
Bachelor of Science (BS), Accounting and Finance
Dutchess Community College 2008 — 2009
Associate of Science (AS), Accounting and Finance
MFS Investment Management November 2014 - Present
MFS Investment Management May 2011 - October 2014
Skills
Multi Tasking, Account Reconciliation, Analytics, Research, Problem Solving, Issue Resolution, High Level Of Accuracy, Accruals, Overdrafts, Invoicing, Bank Reconciliation, Accounting
Education
Northeastern University 2009 — 2012
Bachelor of Science (BS), Accounting and Finance
Dutchess Community College 2008 — 2009
Associate of Science (AS), Accounting and Finance
Kevin Barley Kevin Barley's MFS Investment Management Experience August 2007 - May 2008
Job Senior Business Systems Consultant at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial December 2012 - Present
Brown Brothers Harriman May 2008 - December 2012
MFS Investment Management August 2007 - May 2008
Wellington Management May 1997 - July 2007
Skills
Investment Management, Hedge Funds, Investments, Mutual Funds, Process Improvement, Portfolio Management, Securities, Strategic Planning, Strategy, Training, Fixed Income, Equities, Due Diligence, Business Analysis, Agile Methodologies, Alternative Investments, Analysis, Asset Management, Asset Managment, Bloomberg, Contract Negotiation
Education
Fordham University 1990 — 1994
Bachelor of Science (BS), Biology, General
Sun Life Financial December 2012 - Present
Brown Brothers Harriman May 2008 - December 2012
MFS Investment Management August 2007 - May 2008
Wellington Management May 1997 - July 2007
Skills
Investment Management, Hedge Funds, Investments, Mutual Funds, Process Improvement, Portfolio Management, Securities, Strategic Planning, Strategy, Training, Fixed Income, Equities, Due Diligence, Business Analysis, Agile Methodologies, Alternative Investments, Analysis, Asset Management, Asset Managment, Bloomberg, Contract Negotiation
Education
Fordham University 1990 — 1994
Bachelor of Science (BS), Biology, General
Joan Olson Joan Olson's MFS Investment Management Experience January 2003 - May 2004
Job Medical Receptionist
Industry Hospital & Health Care
Experience
Kelly Services at American Express Bluebird Serve Fraud November 2012 - Present
Kelly Services at American Wellness Center November 2012 - November 2012
Kelly Services at CIGNA Home Delivery Pharmacy February 2012 - August 2012
Liberty Mutual Insurance May 2004 - October 2008
MFS Investment Management January 2003 - May 2004
Peter Piper Pizza January 2003 - May 2004
Charles Schwab Inc January 1998 - January 2001
Honeywell IAC 1990 - 1998
Skills
Medical Terminology, Microsoft Office, Data Entry, Typing 40 WPM, 10 Key 198 KSPM, General Office skills, Data Research, Accounting Basics, Medical Billing, Appoinment Scheduling, HIPPA Certified, CPR Certified, OSHA Certified, HIPAA, Interviews, 10 Key, Accounting, Accounts Payable, Administrative..., Appointment Scheduling, Banking, Benefits Administration, Cpr Certified, Customer Satisfaction, Customer Service, FMLA, Employee Benefits, Fax, Filing, General Office Skills, Healthcare, Healthcare Information..., Hiring, Insurance, Invoicing, Job Fairs, Medical Coding, Medical Records, Microsoft Excel, Microsoft Word, New Hire Orientations, Outlook, PeopleSoft, Phone Etiquette, Policy, Process Scheduler, Taleo, Recruiting, Team Building, Telephone Skills
Education
Everest College 2011 — 2012
Glendale Community College 1998 — 1999
Associates, Business
Kelly Services at American Express Bluebird Serve Fraud November 2012 - Present
Kelly Services at American Wellness Center November 2012 - November 2012
Kelly Services at CIGNA Home Delivery Pharmacy February 2012 - August 2012
Liberty Mutual Insurance May 2004 - October 2008
MFS Investment Management January 2003 - May 2004
Peter Piper Pizza January 2003 - May 2004
Charles Schwab Inc January 1998 - January 2001
Honeywell IAC 1990 - 1998
Skills
Medical Terminology, Microsoft Office, Data Entry, Typing 40 WPM, 10 Key 198 KSPM, General Office skills, Data Research, Accounting Basics, Medical Billing, Appoinment Scheduling, HIPPA Certified, CPR Certified, OSHA Certified, HIPAA, Interviews, 10 Key, Accounting, Accounts Payable, Administrative..., Appointment Scheduling, Banking, Benefits Administration, Cpr Certified, Customer Satisfaction, Customer Service, FMLA, Employee Benefits, Fax, Filing, General Office Skills, Healthcare, Healthcare Information..., Hiring, Insurance, Invoicing, Job Fairs, Medical Coding, Medical Records, Microsoft Excel, Microsoft Word, New Hire Orientations, Outlook, PeopleSoft, Phone Etiquette, Policy, Process Scheduler, Taleo, Recruiting, Team Building, Telephone Skills
Education
Everest College 2011 — 2012
Glendale Community College 1998 — 1999
Associates, Business
Mike Cosenza Mike Cosenza's MFS Investment Management Experience February 2013 - Present
Job Regional Sales Representative at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management February 2013 - Present
Boston Options Exchange January 2011 - January 2013
Boston Options Exchange May 2007 - December 2010
Skills
Electronic Trading, Bloomberg, Fixed Income, Trading, Options, Equities, Trading Systems, Derivatives, Capital Markets, Commodity, Securities, Financial Markets, Mutual Funds, Equity Derivatives, Series 7, Series 63, Sales
Education
Fordham University 2002 — 2006
B.S., Business Administration - Finance & Marketing
St. John's High School 1998 — 2002
MFS Investment Management February 2013 - Present
Boston Options Exchange January 2011 - January 2013
Boston Options Exchange May 2007 - December 2010
Skills
Electronic Trading, Bloomberg, Fixed Income, Trading, Options, Equities, Trading Systems, Derivatives, Capital Markets, Commodity, Securities, Financial Markets, Mutual Funds, Equity Derivatives, Series 7, Series 63, Sales
Education
Fordham University 2002 — 2006
B.S., Business Administration - Finance & Marketing
St. John's High School 1998 — 2002
Jonathan Hall - CRPS, AIF's MFS Investment Management Experience October 1996 - May 2006
Job Senior Vice President BNY Mellon Retirement
Industry Financial Services
Experience
BNY Mellon Investment Management 2006 - Present
MFS Investment Management October 1996 - May 2006
Skills
Mutual Funds, Series 63, Series 7, Asset Allocation, Series 3, Retirement, Retirement Plan..., Separately Managed..., Wealth Management, Securities, Pensions, Alternative Investments, Retirement Planning, 401k, Investment Advisory, Investments, FINRA, Financial Services, Series 6, Asset Management, Series 24
Education
Framingham State University 1990 — 1994
BA, English
BNY Mellon Investment Management 2006 - Present
MFS Investment Management October 1996 - May 2006
Skills
Mutual Funds, Series 63, Series 7, Asset Allocation, Series 3, Retirement, Retirement Plan..., Separately Managed..., Wealth Management, Securities, Pensions, Alternative Investments, Retirement Planning, 401k, Investment Advisory, Investments, FINRA, Financial Services, Series 6, Asset Management, Series 24
Education
Framingham State University 1990 — 1994
BA, English
Shelby Carney's MFS Investment Management Experience June 2014 - Present
Job MFS Investment Management Investment Intern
Industry Marketing and Advertising
Experience
Mineral King Productions September 2014 - Present
MFS Investment Management June 2014 - Present
Celebration Kingdom April 2013 - June 2014
YMCA of Greater Boston October 2010 - March 2011
Skills
Event Planning, Marketing, Public Relations, Microsoft Office, Photoshop, Customer Service, English, PowerPoint, Microsoft Excel, Microsoft Word, Time Management, Outlook, Social Media
Education
Emerson College 2013 — 2017
Bachelor's, Marketing Communication: Advertising & PR
North Reading High School 2009 — 2013
Diploma
Mineral King Productions September 2014 - Present
MFS Investment Management June 2014 - Present
Celebration Kingdom April 2013 - June 2014
YMCA of Greater Boston October 2010 - March 2011
Skills
Event Planning, Marketing, Public Relations, Microsoft Office, Photoshop, Customer Service, English, PowerPoint, Microsoft Excel, Microsoft Word, Time Management, Outlook, Social Media
Education
Emerson College 2013 — 2017
Bachelor's, Marketing Communication: Advertising & PR
North Reading High School 2009 — 2013
Diploma
Mary DiMaiti Mary DiMaiti's MFS Investment Management Experience June 1988 - Present
Job Vice President and Senior Counsel at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management June 1988 - Present
Skills
Employment Law, Tax Law
Education
Suffolk University Law School 1982 — 1985
Fairfield University 1978 — 1982
Bachelor of Science (BS), Finance, General
MFS Investment Management June 1988 - Present
Skills
Employment Law, Tax Law
Education
Suffolk University Law School 1982 — 1985
Fairfield University 1978 — 1982
Bachelor of Science (BS), Finance, General
Nicole Hypolite Nicole Hypolite's MFS Investment Management Experience July 2013 - April 2014
Job Human Resources Professional
Industry Human Resources
Experience
MFS Investment Management July 2013 - April 2014
Mercer July 2012 - September 2012
Kindred Healthcare July 2007 - May 2011
Committee for Public Counsel Services April 2002 - April 2004
City of Boston - Boston Public Library March 1996 - February 1999
Skills
Interviews, PowerPoint, Human Resources, Accounts Payable, Payroll, Time Management, Employee Benefits, Policy, Budgets, Invoicing, Employee Relations, Labor Relations, PeopleSoft, FMLA, Employee Training, HRIS, Performance Management, Organizational..., SAP, Taleo, Benefits Administration, Management, Research, Software Documentation
Education
Endicott College
Paralegal Studies
Katharine Gibbs
Executive Secretary/Information Processing
Suffolk University
Bachelor of Science (B.S.), Criminology and Law
MFS Investment Management July 2013 - April 2014
Mercer July 2012 - September 2012
Kindred Healthcare July 2007 - May 2011
Committee for Public Counsel Services April 2002 - April 2004
City of Boston - Boston Public Library March 1996 - February 1999
Skills
Interviews, PowerPoint, Human Resources, Accounts Payable, Payroll, Time Management, Employee Benefits, Policy, Budgets, Invoicing, Employee Relations, Labor Relations, PeopleSoft, FMLA, Employee Training, HRIS, Performance Management, Organizational..., SAP, Taleo, Benefits Administration, Management, Research, Software Documentation
Education
Endicott College
Paralegal Studies
Katharine Gibbs
Executive Secretary/Information Processing
Suffolk University
Bachelor of Science (B.S.), Criminology and Law
Bret Brisky's MFS Investment Management Experience 1999 - 2001
Job QA Analyst, FOX Broadcasting
Industry Information Technology and Services
Experience
Fox Broadcasting Company April 2007 - Present
John R. Wood Realtors Inc. March 2005 - October 2006
Softricity January 2001 - September 2001
MFS Investment Management 1999 - 2001
John Hancock January 1997 - January 1999
Lockheed Martin IMS January 1994 - January 1997
Society for Worldwide Interbank Financial Telecommunications January 1983 - January 1994
Skills
QA Automation, Change Management, Team Management, Quality Assurance, Test Automation, Software Quality..., Regression, Testing, SDLC, Test Cases, Test Planning, Regression Testing, System Testing, Programming
Education
George Mason University 1989 — 1991
No Degree, Continuing Education, Software Engineering
Indiana University of Pennsylvania (IUP) 1976 — 1983
Bachelor's Degree, Computer Science
Fox Broadcasting Company April 2007 - Present
John R. Wood Realtors Inc. March 2005 - October 2006
Softricity January 2001 - September 2001
MFS Investment Management 1999 - 2001
John Hancock January 1997 - January 1999
Lockheed Martin IMS January 1994 - January 1997
Society for Worldwide Interbank Financial Telecommunications January 1983 - January 1994
Skills
QA Automation, Change Management, Team Management, Quality Assurance, Test Automation, Software Quality..., Regression, Testing, SDLC, Test Cases, Test Planning, Regression Testing, System Testing, Programming
Education
George Mason University 1989 — 1991
No Degree, Continuing Education, Software Engineering
Indiana University of Pennsylvania (IUP) 1976 — 1983
Bachelor's Degree, Computer Science
Matt Twombly Matt Twombly's MFS Investment Management Experience October 2004 - October 2005
Job Vice President at Avison Young Commercial Real Estate
Industry Real Estate
Experience
Avison Young Commercial Real Estate February 2012 - Present
Grubb & Ellis October 2005 - February 2012
MFS Investment Management October 2004 - October 2005
Skills
Real Estate, Brokerage, Disposition, Commercial Real Estate, Lease Negotiations, Leases, Market Research, Location Intelligence, Marketing Strategy, New Business Development, Real Estate Development, Real Estate Economics, Real Estate Transactions, Sales, Sales Management, Selling
Education
Gettysburg College 1999 — 2004
Bachelor's degree, Managment
New Canaan High School 1996 — 1999
High School
Avison Young Commercial Real Estate February 2012 - Present
Grubb & Ellis October 2005 - February 2012
MFS Investment Management October 2004 - October 2005
Skills
Real Estate, Brokerage, Disposition, Commercial Real Estate, Lease Negotiations, Leases, Market Research, Location Intelligence, Marketing Strategy, New Business Development, Real Estate Development, Real Estate Economics, Real Estate Transactions, Sales, Sales Management, Selling
Education
Gettysburg College 1999 — 2004
Bachelor's degree, Managment
New Canaan High School 1996 — 1999
High School
Josh Heckler Josh Heckler's MFS Investment Management Experience March 2008 - January 2012
Job Business Analyst at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network January 2012 - Present
MFS Investment Management March 2008 - January 2012
MFS Investment Management July 2005 - March 2008
Exis Consulting January 2004 - December 2004
Merrill Lynch (Formerly Herzog, Heine, Geduld; acquired by Merrill Lynch in July 2000) January 2000 - January 2002
Merrill Lynch (Formerly Herzog, Heine, Geduld; acquired by Merrill Lynch in July 2000) January 1999 - January 2000
Earth Satellite Corporation January 1998 - January 1999
Skills
Hardware / OS (Windows,..., Productivity (Word,..., Database (Oracle,..., Query Tools (SQL,..., Data Movement / ETL..., Reporting Tools (SQL..., Resource Project...
Education
Fordham Gabelli School of Business 2004 — 2005
MBA, Finance & Information Systems
University of Michigan 1994 — 1998
BS, Atmospheric Science & Engineering
Commonwealth Financial Network January 2012 - Present
MFS Investment Management March 2008 - January 2012
MFS Investment Management July 2005 - March 2008
Exis Consulting January 2004 - December 2004
Merrill Lynch (Formerly Herzog, Heine, Geduld; acquired by Merrill Lynch in July 2000) January 2000 - January 2002
Merrill Lynch (Formerly Herzog, Heine, Geduld; acquired by Merrill Lynch in July 2000) January 1999 - January 2000
Earth Satellite Corporation January 1998 - January 1999
Skills
Hardware / OS (Windows,..., Productivity (Word,..., Database (Oracle,..., Query Tools (SQL,..., Data Movement / ETL..., Reporting Tools (SQL..., Resource Project...
Education
Fordham Gabelli School of Business 2004 — 2005
MBA, Finance & Information Systems
University of Michigan 1994 — 1998
BS, Atmospheric Science & Engineering
Jennifer Pacitti's MFS Investment Management Experience May 2008 - November 2008
Job Director Risk Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2009 - Present
MFS Investment Management May 2008 - November 2008
MFS Investment Management January 2005 - May 2008
MFS Investment Management January 2000 - January 2005
MFS Investment Management February 1996 - January 2000
Skills
Process Improvement, Risk Management, Teamwork, Mentoring, Financial Risk, Project Management, Risk Assessment, Asset Management, Business Analysis, Fixed Income, Equities, Portfolio Management
Education
Eastern Nazarene College
Bachelor’s Degree, Business Administration and Management
Fidelity Investments November 2009 - Present
MFS Investment Management May 2008 - November 2008
MFS Investment Management January 2005 - May 2008
MFS Investment Management January 2000 - January 2005
MFS Investment Management February 1996 - January 2000
Skills
Process Improvement, Risk Management, Teamwork, Mentoring, Financial Risk, Project Management, Risk Assessment, Asset Management, Business Analysis, Fixed Income, Equities, Portfolio Management
Education
Eastern Nazarene College
Bachelor’s Degree, Business Administration and Management
Robin (Miller) Paraiso Robin (Miller) Paraiso's MFS Investment Management Experience March 1989 - December 1996
Job Independent Real Estate Professional
Industry Real Estate
Experience
RE/MAX Real Estate Center February 2008 - Present
RE/MAX Realty Group April 2006 - February 2008
Prudential Prime Properties December 2003 - March 2006
Avery Dennison October 1998 - December 1999
MFS Investment Management March 1989 - December 1996
Education
Emmanuel College 2000 — 2003
BSBA
University of Southern Maine 1983 — 1987
dexter 1979 — 1987
RE/MAX Real Estate Center February 2008 - Present
RE/MAX Realty Group April 2006 - February 2008
Prudential Prime Properties December 2003 - March 2006
Avery Dennison October 1998 - December 1999
MFS Investment Management March 1989 - December 1996
Education
Emmanuel College 2000 — 2003
BSBA
University of Southern Maine 1983 — 1987
dexter 1979 — 1987
Charles Spannagel Charles Spannagel's MFS Investment Management Experience September 2003 - August 2004
Job Connect Training Manager at HonorHealth
Industry Hospital & Health Care
Experience
HonorHealth July 2015 - Present
El Camino Hospital June 2014 - May 2015
Presbyterian Healthcare Services August 2012 - June 2014
Maricopa Integrated Health System August 2010 - September 2012
Doclopedia August 2005 - August 2010
MFS Investment Management September 2003 - August 2004
Good Samaritan Hospital January 2002 - August 2003
Skills
Business Development, Product Development, Competitive Analysis, Market Research, Healthcare, Strategic Planning, Healthcare Information..., EHR, Project Management, Team Building, Customer Service, Public Speaking, EMR, Microsoft Office, Outlook, Retail, Crystal Reports, Strategic Partnerships, Conflict Resolution, Business, Business Analysis, Epic Systems, Analysis, Program Management, Recruiting, Customer Satisfaction, Training, Leadership, Consulting, Marketing, Sales, Data Analysis, Strategy, Software Documentation, Change Management, Process Improvement, Contract Negotiation, Management, Hospitals, HIPAA, Healthcare Management, Informatics, Healthcare Consulting
Education
Falmouth University 2004 — 2005
MFA, Writing
University of San Diego 1997 — 2001
BA, English
Brophy and Xavier 1994 — 1997
HonorHealth July 2015 - Present
El Camino Hospital June 2014 - May 2015
Presbyterian Healthcare Services August 2012 - June 2014
Maricopa Integrated Health System August 2010 - September 2012
Doclopedia August 2005 - August 2010
MFS Investment Management September 2003 - August 2004
Good Samaritan Hospital January 2002 - August 2003
Skills
Business Development, Product Development, Competitive Analysis, Market Research, Healthcare, Strategic Planning, Healthcare Information..., EHR, Project Management, Team Building, Customer Service, Public Speaking, EMR, Microsoft Office, Outlook, Retail, Crystal Reports, Strategic Partnerships, Conflict Resolution, Business, Business Analysis, Epic Systems, Analysis, Program Management, Recruiting, Customer Satisfaction, Training, Leadership, Consulting, Marketing, Sales, Data Analysis, Strategy, Software Documentation, Change Management, Process Improvement, Contract Negotiation, Management, Hospitals, HIPAA, Healthcare Management, Informatics, Healthcare Consulting
Education
Falmouth University 2004 — 2005
MFA, Writing
University of San Diego 1997 — 2001
BA, English
Brophy and Xavier 1994 — 1997
Natasha Bramble's MFS Investment Management Experience July 2012 - Present
Job Sr. Marketing Manager US Retail at MFS Investment Management
Industry Marketing and Advertising
Experience
MFS Investment Management July 2012 - Present
MFS Investment Management April 2011 - July 2012
MFS Investments Inc April 2009 - November 2011
MFS Investment Management 2002 - April 2009
Fleet Bank June 1998 - April 2002
Skills
Marketing Communications, Marketing, Integrated Marketing, Direct Marketing, Email Marketing, Marketing Strategy, Social Media, Corporate Communications, Digital Marketing, Social Media Marketing, Advertising
Education
Emmanuel College
MBA Marketing, Marketing/Marketing Management, General
Northeastern University 1990 — 1995
BS, Journalism - Public Relations
MFS Investment Management July 2012 - Present
MFS Investment Management April 2011 - July 2012
MFS Investments Inc April 2009 - November 2011
MFS Investment Management 2002 - April 2009
Fleet Bank June 1998 - April 2002
Skills
Marketing Communications, Marketing, Integrated Marketing, Direct Marketing, Email Marketing, Marketing Strategy, Social Media, Corporate Communications, Digital Marketing, Social Media Marketing, Advertising
Education
Emmanuel College
MBA Marketing, Marketing/Marketing Management, General
Northeastern University 1990 — 1995
BS, Journalism - Public Relations
Stephanie Lonczak's MFS Investment Management Experience January 2013 - June 2013
Job Tax Associate at KPMG US
Industry Accounting
Experience
KPMG US August 2015 - Present
KPMG January 2015 - June 2015
The Ayco Company, L.P., a Goldman Sachs Company June 2014 - December 2014
St. Peter's Hospital May 2012 - January 2014
MFS Investment Management January 2013 - June 2013
Trinity Alliance of the Capital Region, Inc. January 2011 - January 2011
Skills
Accounting, Microsoft Office, PeopleSoft Financial, Account Reconciliation, Financial Analysis, Financial Reporting, Financial Accounting, Tax
Education
State University of New York at Albany 2014 — 2015
Master's degree, Taxation, 3.8
Endicott College 2010 — 2014
Bachelor of Science (B.S.), Accounting, 3.8
KPMG US August 2015 - Present
KPMG January 2015 - June 2015
The Ayco Company, L.P., a Goldman Sachs Company June 2014 - December 2014
St. Peter's Hospital May 2012 - January 2014
MFS Investment Management January 2013 - June 2013
Trinity Alliance of the Capital Region, Inc. January 2011 - January 2011
Skills
Accounting, Microsoft Office, PeopleSoft Financial, Account Reconciliation, Financial Analysis, Financial Reporting, Financial Accounting, Tax
Education
State University of New York at Albany 2014 — 2015
Master's degree, Taxation, 3.8
Endicott College 2010 — 2014
Bachelor of Science (B.S.), Accounting, 3.8
Alan Ellman's MFS Investment Management Experience 2007 - 2008
Job
Industry Online Media
Experience
Alan Ellman Associates October 2005 - Present
Sustainable Minds LLC 2009 - 2009
Illumina Interactive 2008 - 2009
MFS Investment Management 2007 - 2008
Cramer 2002 - 2005
Click2Learn 1997 - 2002
Convergent Media Systems 1995 - 1996
NETG-Spectrum (Interactive Training Systems) 1986 - 1993
Education
Emerson College
BS, Communications
Alan Ellman Associates October 2005 - Present
Sustainable Minds LLC 2009 - 2009
Illumina Interactive 2008 - 2009
MFS Investment Management 2007 - 2008
Cramer 2002 - 2005
Click2Learn 1997 - 2002
Convergent Media Systems 1995 - 1996
NETG-Spectrum (Interactive Training Systems) 1986 - 1993
Education
Emerson College
BS, Communications
Kristen St. Jean's MFS Investment Management Experience 2004 - 2004
Job Executive Director for Benchmark Senior Living, The Atrium at Drum Hill Chelmsford, MA
Industry Hospital & Health Care
Experience
Benchmark Senior Living August 2015 - Present
Benchmark Senior Living October 2014 - August 2015
Benchmark Senior Living October 2013 - October 2014
Benchmark Senior Living July 2010 - October 2013
Forsley Real Estate April 2010 - October 2013
Greater Lowell Technical School August 2009 - June 2010
FootBridge Staffing May 2007 - February 2009
MFS Investment Management 2004 - 2004
Skills
Recruiting, Leadership, Customer Service, Management, Healthcare, Human Resources, Training, Networking
Education
Greater Lowell Technical School 2009 — 2010
Licensed Practical Nurse, Practical Nursing, Vocational Nursing and Nursing Assistants
Suffolk University 2001 — 2007
Bachelor of Science, Psychology
Pelham High School 1998 — 2001
General
Benchmark Senior Living August 2015 - Present
Benchmark Senior Living October 2014 - August 2015
Benchmark Senior Living October 2013 - October 2014
Benchmark Senior Living July 2010 - October 2013
Forsley Real Estate April 2010 - October 2013
Greater Lowell Technical School August 2009 - June 2010
FootBridge Staffing May 2007 - February 2009
MFS Investment Management 2004 - 2004
Skills
Recruiting, Leadership, Customer Service, Management, Healthcare, Human Resources, Training, Networking
Education
Greater Lowell Technical School 2009 — 2010
Licensed Practical Nurse, Practical Nursing, Vocational Nursing and Nursing Assistants
Suffolk University 2001 — 2007
Bachelor of Science, Psychology
Pelham High School 1998 — 2001
General
Lorie Davis Lorie Davis's MFS Investment Management Experience 2003 - 2008
Job Board Member
Industry Nonprofit Organization Management
Experience
Volunteer 2006 - Present
Volunteer 2013 - 2015
MFS Investment Management 2003 - 2008
Zurich Scudder Investments 2000 - 2003
Scudder Investments 1998 - 2000
Scudder Investments 1994 - 1998
Putnam Investments 1992 - 1994
State Street 1989 - 1992
State Street 1987 - 1989
Xerox 1979 - 1987
Skills
Strategic Planning, Business Strategy, Customer Service, Nonprofits, Mutual Funds, Financial Services, Business Planning, Leadership, Management, Relationship Management, Public Speaking, Risk Management
Education
University of Delaware 1976 — 1979
Bachelor's Degree, Business Administration and Economics
Franklin & Marshall College 1975 — 1976
Liberal Arts
Ramsey High School, Ramsey NJ 1972 — 1975
High School
Volunteer 2006 - Present
Volunteer 2013 - 2015
MFS Investment Management 2003 - 2008
Zurich Scudder Investments 2000 - 2003
Scudder Investments 1998 - 2000
Scudder Investments 1994 - 1998
Putnam Investments 1992 - 1994
State Street 1989 - 1992
State Street 1987 - 1989
Xerox 1979 - 1987
Skills
Strategic Planning, Business Strategy, Customer Service, Nonprofits, Mutual Funds, Financial Services, Business Planning, Leadership, Management, Relationship Management, Public Speaking, Risk Management
Education
University of Delaware 1976 — 1979
Bachelor's Degree, Business Administration and Economics
Franklin & Marshall College 1975 — 1976
Liberal Arts
Ramsey High School, Ramsey NJ 1972 — 1975
High School
Stephanie Tilders's MFS Investment Management Experience July 2009 - January 2010
Job Business Development Manager at Constellation
Industry Oil & Energy
Experience
Constellation May 2015 - Present
Constellation March 2014 - May 2015
Constellation June 2013 - March 2014
Constellation Energy June 2010 - June 2013
MFS Investment Management July 2009 - January 2010
ITT Corporation January 2007 - January 2007
Skills
Outlook, PowerPoint, Customer Relations, Siebel, Project Coordination, Market Research, RFP Preparation and..., Power Utilities, Microsoft Word, Customer Service, CRM, Marketing, Microsoft CRM, Energy, Electricity, Natural Gas, Demand Response, Business Development, Relationship Management, Project Management, Strategic Planning, Energy Efficiency, Commodity Pricing, Process Improvement, Multi-tasking..., Electricity Markets, Energy Markets, Commodity Markets, Account Management, Management, Sales Operations, Proposal Writing, Sales, Smart Grid
Education
Endicott College 2006 — 2010
Business Administration, Finance, Honors: Cum Laude
Constellation May 2015 - Present
Constellation March 2014 - May 2015
Constellation June 2013 - March 2014
Constellation Energy June 2010 - June 2013
MFS Investment Management July 2009 - January 2010
ITT Corporation January 2007 - January 2007
Skills
Outlook, PowerPoint, Customer Relations, Siebel, Project Coordination, Market Research, RFP Preparation and..., Power Utilities, Microsoft Word, Customer Service, CRM, Marketing, Microsoft CRM, Energy, Electricity, Natural Gas, Demand Response, Business Development, Relationship Management, Project Management, Strategic Planning, Energy Efficiency, Commodity Pricing, Process Improvement, Multi-tasking..., Electricity Markets, Energy Markets, Commodity Markets, Account Management, Management, Sales Operations, Proposal Writing, Sales, Smart Grid
Education
Endicott College 2006 — 2010
Business Administration, Finance, Honors: Cum Laude
Benjamin LeFevre Benjamin LeFevre's MFS Investment Management Experience 1997 - August 2004
Job Vice President, Regional Sales Director IFI West at Eaton Vance
Industry Investment Management
Experience
Eaton Vance July 2013 - Present
Deutsche Asset Management August 2004 - July 2013
MFS Investment Management 1997 - August 2004
Skills
Alternative Investments, Sales Management, Mutual Funds, Management, Sales, Retirement Planning, Series 7, Team Building, Team Leadership, Asset Management, Performance Management, Series 63
Education
Eckerd College 1988 — 1991
B.A., American Studies
Eaton Vance July 2013 - Present
Deutsche Asset Management August 2004 - July 2013
MFS Investment Management 1997 - August 2004
Skills
Alternative Investments, Sales Management, Mutual Funds, Management, Sales, Retirement Planning, Series 7, Team Building, Team Leadership, Asset Management, Performance Management, Series 63
Education
Eckerd College 1988 — 1991
B.A., American Studies
Tarang (Tina) Vora Tarang (Tina) Vora's MFS Investment Management Experience January 2013 - June 2013
Job Systems Analyst
Industry Financial Services
Experience
Fidelity Investments November 2014 - Present
Deutsche Bank July 2013 - November 2014
MFS Investment Management January 2013 - June 2013
Fidelity Investments March 2011 - November 2012
Bank of America Merrill Lynch December 2010 - March 2011
Brown Brothers Harriman June 2010 - November 2010
Fidelity Investments December 2008 - February 2010
Bank of America April 2008 - November 2008
JP Morgan May 2007 - February 2008
Vencedor Software Inc - Various consulting Assignments June 2000 - April 2007
Skills
Business Analysis, Fixed Income, Capital Markets, Equities, Basel II, Credit Risk, SDLC, Requirements Gathering, Requirements Analysis, Vendor Management, Data Warehousing, Business Intelligence, Banking, Visio, Financial Analysis, Process Improvement, Software Project..., CRM, Financial Services, User Acceptance Testing, Investment Banking
Education
Gujarat University 1996 — 1999
Bachelors in Business and Finance
Gujarat University
Fidelity Investments November 2014 - Present
Deutsche Bank July 2013 - November 2014
MFS Investment Management January 2013 - June 2013
Fidelity Investments March 2011 - November 2012
Bank of America Merrill Lynch December 2010 - March 2011
Brown Brothers Harriman June 2010 - November 2010
Fidelity Investments December 2008 - February 2010
Bank of America April 2008 - November 2008
JP Morgan May 2007 - February 2008
Vencedor Software Inc - Various consulting Assignments June 2000 - April 2007
Skills
Business Analysis, Fixed Income, Capital Markets, Equities, Basel II, Credit Risk, SDLC, Requirements Gathering, Requirements Analysis, Vendor Management, Data Warehousing, Business Intelligence, Banking, Visio, Financial Analysis, Process Improvement, Software Project..., CRM, Financial Services, User Acceptance Testing, Investment Banking
Education
Gujarat University 1996 — 1999
Bachelors in Business and Finance
Gujarat University
Brendan Horigan Brendan Horigan's MFS Investment Management Experience May 2014 - August 2014
Job Audit Control Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman July 2015 - Present
MFS Investment Management May 2014 - August 2014
Cohasset Golf Club May 2010 - August 2014
Bridgeport Mentor Program September 2013 - May 2014
Winters Brothers Waste Systems September 2012 - April 2014
Vincent Nardo Company, CPA June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Teamwork, English, Team Leadership, Bloomberg, Accounting, Time Management, Analysis, Event Planning, Social Networking, Facebook
Education
Fairfield University, Dolan School of Business 2011 — 2015
Bachelor’s Degree, Accounting
Boston College High School 2007 — 2011
High School Diploma
Brown Brothers Harriman July 2015 - Present
MFS Investment Management May 2014 - August 2014
Cohasset Golf Club May 2010 - August 2014
Bridgeport Mentor Program September 2013 - May 2014
Winters Brothers Waste Systems September 2012 - April 2014
Vincent Nardo Company, CPA June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Teamwork, English, Team Leadership, Bloomberg, Accounting, Time Management, Analysis, Event Planning, Social Networking, Facebook
Education
Fairfield University, Dolan School of Business 2011 — 2015
Bachelor’s Degree, Accounting
Boston College High School 2007 — 2011
High School Diploma
Matthew Hamilton Matthew Hamilton's MFS Investment Management Experience July 2012 - January 2013
Job Human Resource Development Program (HRDP) Associate at Liberty Mutual Insurance
Industry Marketing and Advertising
Experience
Liberty Mutual Insurance January 2014 - Present
Reebok August 2013 - January 2014
Starbucks May 2013 - September 2013
National Association of College and University Residence Halls, Inc. March 2012 - May 2013
MFS Investment Management July 2012 - January 2013
The Boston Globe June 2011 - December 2011
National Association of College and University Residence Halls, Inc. July 2010 - July 2011
Biogen Idec July 2010 - December 2010
Northeastern University Housing Service Department September 2009 - July 2010
Johnson and Johnson Pharmaceuticals June 2009 - August 2009
Skills
Event Planning, Leadership Development, Event Management, Talent Acquisition, Teamwork, Human Resources, Social Media, Team Building, Training & Development, Public Relations, Time Management, Marketing, Microsoft Office, Marketing Communications, Microsoft Word, Microsoft Excel, PowerPoint, Management, Vendor Management, Vendor Relations, Conference Coordination, Coordinating Events, Events, Interview Preparation, Sourcing, Consulting, Root Cause Problem..., Lean Tools, Project Planning
Education
Northeastern University 2008 — 2013
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services, 3.6
Grenoble Ecole de Management - Grenoble Graduate School of Business 2012 — 2012
Summer Program, International Business and Marketing
Central Bucks High School West 2004 — 2008
Scholar's Diploma
Liberty Mutual Insurance January 2014 - Present
Reebok August 2013 - January 2014
Starbucks May 2013 - September 2013
National Association of College and University Residence Halls, Inc. March 2012 - May 2013
MFS Investment Management July 2012 - January 2013
The Boston Globe June 2011 - December 2011
National Association of College and University Residence Halls, Inc. July 2010 - July 2011
Biogen Idec July 2010 - December 2010
Northeastern University Housing Service Department September 2009 - July 2010
Johnson and Johnson Pharmaceuticals June 2009 - August 2009
Skills
Event Planning, Leadership Development, Event Management, Talent Acquisition, Teamwork, Human Resources, Social Media, Team Building, Training & Development, Public Relations, Time Management, Marketing, Microsoft Office, Marketing Communications, Microsoft Word, Microsoft Excel, PowerPoint, Management, Vendor Management, Vendor Relations, Conference Coordination, Coordinating Events, Events, Interview Preparation, Sourcing, Consulting, Root Cause Problem..., Lean Tools, Project Planning
Education
Northeastern University 2008 — 2013
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services, 3.6
Grenoble Ecole de Management - Grenoble Graduate School of Business 2012 — 2012
Summer Program, International Business and Marketing
Central Bucks High School West 2004 — 2008
Scholar's Diploma
Donald J. Kirsch's MFS Investment Management Experience September 2013 - May 2014
Job Analyst (Online Brand Protection) for OpSec Security Inc.
Industry Law Enforcement
Experience
OpSec Security May 2014 - Present
MFS Investment Management September 2013 - May 2014
Massachusetts Department of Criminal Justice Information Services: Firearms Record Bureau January 2013 - July 2013
Brigham and Women's Hospital October 2012 - March 2013
Education
Endicott College 2012 — 2014
Master of Science (M.S.), Homeland Security Studies
OpSec Security May 2014 - Present
MFS Investment Management September 2013 - May 2014
Massachusetts Department of Criminal Justice Information Services: Firearms Record Bureau January 2013 - July 2013
Brigham and Women's Hospital October 2012 - March 2013
Education
Endicott College 2012 — 2014
Master of Science (M.S.), Homeland Security Studies
Kyle VanOfferen Kyle VanOfferen's MFS Investment Management Experience November 2007 - July 2008
Job Manager, Enterprise Business Development
Industry Computer & Network Security
Experience
Veracode January 2015 - Present
Veracode April 2012 - January 2015
Granite Telecommunications 2009 - 2012
Bain & Company January 2009 - March 2009
MFS Investment Management November 2007 - July 2008
Skills
Salesforce.com, Account Management, Customer Satisfaction, Outlook, Process Improvement, Customer Service, Microsoft Excel, Project Management, Strategic Planning, Relationship Management, Customer Retention, Call Center, Microsoft Office, Telecommunications, CRM, Sales, Call Centers, Leadership, Management, Solution Selling, Analysis, Sales Process, Risk Management, Direct Sales, SaaS, Lead Generation, Sales Operations, Enterprise Software, Cloud Computing, Business Development, Selling, Professional Services, Security
Education
Endicott College 2010 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
Fisher College 2002 — 2007
Bachelor, Business Management
North Andover High School 1997 — 2001
High School Diploma, General Studies, High School
Veracode January 2015 - Present
Veracode April 2012 - January 2015
Granite Telecommunications 2009 - 2012
Bain & Company January 2009 - March 2009
MFS Investment Management November 2007 - July 2008
Skills
Salesforce.com, Account Management, Customer Satisfaction, Outlook, Process Improvement, Customer Service, Microsoft Excel, Project Management, Strategic Planning, Relationship Management, Customer Retention, Call Center, Microsoft Office, Telecommunications, CRM, Sales, Call Centers, Leadership, Management, Solution Selling, Analysis, Sales Process, Risk Management, Direct Sales, SaaS, Lead Generation, Sales Operations, Enterprise Software, Cloud Computing, Business Development, Selling, Professional Services, Security
Education
Endicott College 2010 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
Fisher College 2002 — 2007
Bachelor, Business Management
North Andover High School 1997 — 2001
High School Diploma, General Studies, High School
Laura Faelten Dopazo Laura Faelten Dopazo's MFS Investment Management Experience January 2014 - Present
Job Business Systems Analyst at MFS Investment Management
Industry Information Technology and Services
Experience
MFS Investment Management January 2014 - Present
BNY Mellon January 2012 - January 2014
Putnam Investments September 2011 - January 2012
Manulife Financial/John Hancock May 2011 - August 2011
Boston Financial Data Services January 2011 - May 2011
Omgeo July 2010 - December 2010
Wellington Management September 2009 - January 2010
BlackRock 2006 - 2009
BlackRock, Tokyo Japan (formerly MLIM) 2007 - 2007
State Street Bank 2005 - 2006
Skills
Business Analysis, Fixed Income, Financial Services, Equities, Trading, Requirements Gathering, SDLC, Derivatives, Requirements Analysis, Relationship Management, FX Options, SWIFT messaging, Microsoft Office, Securities, Middle Office, Equity Derivatives, XML, Data Mapping, Functional Requirements, Options, Leadership, Business Requirements, Functional..., Vendor Management, Mutual Funds, Portfolio Management, Hedge Funds, User Acceptance Testing, Settlement, Investments, Banking, Asset Management, Prime Brokerage, Equity Trading, Customer Relations, Corporate Actions, Agile Methodologies, Exchange Traded..., Futures Trading, OTC derivatives, Collateral Management, FpML, Clearing Houses, Project Management, Project Planning
Education
University of Massachusetts at Lowell 2010 — 2013
Certificate Program, Information Technology
Emmanuel College 1990 — 1993
B.A., Political Science/International Relations
MFS Investment Management January 2014 - Present
BNY Mellon January 2012 - January 2014
Putnam Investments September 2011 - January 2012
Manulife Financial/John Hancock May 2011 - August 2011
Boston Financial Data Services January 2011 - May 2011
Omgeo July 2010 - December 2010
Wellington Management September 2009 - January 2010
BlackRock 2006 - 2009
BlackRock, Tokyo Japan (formerly MLIM) 2007 - 2007
State Street Bank 2005 - 2006
Skills
Business Analysis, Fixed Income, Financial Services, Equities, Trading, Requirements Gathering, SDLC, Derivatives, Requirements Analysis, Relationship Management, FX Options, SWIFT messaging, Microsoft Office, Securities, Middle Office, Equity Derivatives, XML, Data Mapping, Functional Requirements, Options, Leadership, Business Requirements, Functional..., Vendor Management, Mutual Funds, Portfolio Management, Hedge Funds, User Acceptance Testing, Settlement, Investments, Banking, Asset Management, Prime Brokerage, Equity Trading, Customer Relations, Corporate Actions, Agile Methodologies, Exchange Traded..., Futures Trading, OTC derivatives, Collateral Management, FpML, Clearing Houses, Project Management, Project Planning
Education
University of Massachusetts at Lowell 2010 — 2013
Certificate Program, Information Technology
Emmanuel College 1990 — 1993
B.A., Political Science/International Relations
Brian Radcliffe's MFS Investment Management Experience March 1998 - February 2008
Job Financial Control Administrator at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services April 2015 - Present
MassMutual Financial Group January 2013 - April 2015
The Hartford March 2008 - December 2012
MFS Investment Management March 1998 - February 2008
John Hancock Financial Services September 1993 - March 1998
Skills
Financial Services, 401k, Experienced Business..., Business Analysis, Retirement, Qualified Retirement..., Mutual Funds, Control Accounting, Securities, Information Technology, Microsoft Access, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Customer Support, SharePoint, Facilitation, Elicitation, Pensions, FINRA, Sales, Software Quality..., SDLC, Public Speaking, Financial Reporting, User Acceptance Testing, Systems Analysis
Education
Framingham State University 1991 — 1996
Master's Degree, Business Administration and Management, General
Framingham State University 1985 — 1989
Bachelor's Degree, Economics
Boston Financial Data Services April 2015 - Present
MassMutual Financial Group January 2013 - April 2015
The Hartford March 2008 - December 2012
MFS Investment Management March 1998 - February 2008
John Hancock Financial Services September 1993 - March 1998
Skills
Financial Services, 401k, Experienced Business..., Business Analysis, Retirement, Qualified Retirement..., Mutual Funds, Control Accounting, Securities, Information Technology, Microsoft Access, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Customer Support, SharePoint, Facilitation, Elicitation, Pensions, FINRA, Sales, Software Quality..., SDLC, Public Speaking, Financial Reporting, User Acceptance Testing, Systems Analysis
Education
Framingham State University 1991 — 1996
Master's Degree, Business Administration and Management, General
Framingham State University 1985 — 1989
Bachelor's Degree, Economics
Jeff Scherdell's MFS Investment Management Experience 2014 - February 2015
Job Art Director/Graphic Designer
Industry Graphic Design
Experience
Fuseideas February 2015 - Present
MFS Investment Management 2014 - February 2015
Fuseideas October 2013 - September 2014
ConnectedView July 2012 - May 2013
Pagano Media May 2011 - August 2011
Skills
Adobe Creative Suite, InDesign, Illustrator, Photoshop, Flash, HTML, HTML5, HTML + CSS, Mac, HTML 5, Social Networking, Web Design, Typography, Logo Design, Social Media, ActionScript, Graphic Design, Facebook, After Effects, Illustration, User Experience, Branding & Identity, OS X, Dreamweaver, Video Editing, Photography, Graphics, Digital Photography, Layout, QuarkXPress, Art Direction, Final Cut Pro, WordPress, Advertising, CSS, Concept Development, Email Marketing, Flash Animation, Motion Graphics, Newsletters, Interaction Design, Premiere
Education
Fitchburg State College 2008 — 2012
Bachelor of Science, Communications Media, Honors
Mount Wachusett Community College 2006 — 2008
Associates, Print Design
Fuseideas February 2015 - Present
MFS Investment Management 2014 - February 2015
Fuseideas October 2013 - September 2014
ConnectedView July 2012 - May 2013
Pagano Media May 2011 - August 2011
Skills
Adobe Creative Suite, InDesign, Illustrator, Photoshop, Flash, HTML, HTML5, HTML + CSS, Mac, HTML 5, Social Networking, Web Design, Typography, Logo Design, Social Media, ActionScript, Graphic Design, Facebook, After Effects, Illustration, User Experience, Branding & Identity, OS X, Dreamweaver, Video Editing, Photography, Graphics, Digital Photography, Layout, QuarkXPress, Art Direction, Final Cut Pro, WordPress, Advertising, CSS, Concept Development, Email Marketing, Flash Animation, Motion Graphics, Newsletters, Interaction Design, Premiere
Education
Fitchburg State College 2008 — 2012
Bachelor of Science, Communications Media, Honors
Mount Wachusett Community College 2006 — 2008
Associates, Print Design
Fred Barrett's MFS Investment Management Experience October 2013 - Present
Job Business Systems Analyst
Industry Financial Services
Experience
MFS Investment Management October 2013 - Present
John Hancock Signature Services January 2009 - March 2013
John Hancock Life Insurance Company (U.S.A.) October 2004 - December 2008
John Hancock Signature Services August 2000 - September 2004
Skills
Mutual Funds, Financial Services, Requirements Gathering, Business Analysis, Reporting, Billing, NSCC trading, DTCC Mutual Fund..., Omni/SERV DSA & DSP..., Access, Cognos, Process Improvement, Analysis, Risk Management, Vendor Management, Oracle Applications, Investments, Business Requirements, Securities, Management, Microsoft Excel
Education
Framingham State College
Bachelor of Arts, Geography
MFS Investment Management October 2013 - Present
John Hancock Signature Services January 2009 - March 2013
John Hancock Life Insurance Company (U.S.A.) October 2004 - December 2008
John Hancock Signature Services August 2000 - September 2004
Skills
Mutual Funds, Financial Services, Requirements Gathering, Business Analysis, Reporting, Billing, NSCC trading, DTCC Mutual Fund..., Omni/SERV DSA & DSP..., Access, Cognos, Process Improvement, Analysis, Risk Management, Vendor Management, Oracle Applications, Investments, Business Requirements, Securities, Management, Microsoft Excel
Education
Framingham State College
Bachelor of Arts, Geography
Jackie Freyman's MFS Investment Management Experience June 2005 - September 2006
Job Global Content Manager at State Street
Industry Financial Services
Experience
State Street August 2012 - Present
The Bank of New York Mellon September 2006 - August 2012
MFS Investment Management June 2005 - September 2006
T. Rowe Price October 2002 - June 2005
T. Rowe Price 2002 - 2004
Skills
Leadership, Banking, Financial Services, Time Management, Investments, Mutual Funds, Research, Social Media, Creative Writing, Editing, Securities, Marketing, Series 63, Copywriting, Quality Assurance, Proposal Writing
Education
Emerson College 1998 — 2002
BA, Theatre Studies (Acting and Creative Writing)
State Street August 2012 - Present
The Bank of New York Mellon September 2006 - August 2012
MFS Investment Management June 2005 - September 2006
T. Rowe Price October 2002 - June 2005
T. Rowe Price 2002 - 2004
Skills
Leadership, Banking, Financial Services, Time Management, Investments, Mutual Funds, Research, Social Media, Creative Writing, Editing, Securities, Marketing, Series 63, Copywriting, Quality Assurance, Proposal Writing
Education
Emerson College 1998 — 2002
BA, Theatre Studies (Acting and Creative Writing)
Semika Scott's MFS Investment Management Experience January 1996 - January 2002
Job Participant Associate Level at The Parthnership Inc
Industry Human Resources
Experience
Boston Children's Hospital April 2012 - Present
We Are Forever Free Inc. January 2013 - Present
The Parthnership Inc January 2014 - December 2014
ACS-XEROX COMPANY March 2011 - July 2012
MERCER March 2006 - March 2011
TAC WORLDWIDE COMPANIES February 2004 - March 2006
HEALTHCARE SYSTEMS September 2002 - February 2004
MFS INVESTMENT MANAGEMENT January 1996 - January 2002
Skills
COBRA Administration, FMLA, Leave Administration, Benefits Administration, COBRA, HIPAA, Employment Law, PowerPoint, Employee Benefits, Training, Customer Service, ADP HRB, PeopleSoft, Bswift, Human Resources
Education
Eastern Nazarene College 2011 — 2013
ABA, Business Administration, Management and Operations
Northeastern University 2011 — 2013
Bachelor of Science, Health Management
Eastern Nazarene College 2008 — 2011
Associate of Science, Business
Boston Children's Hospital April 2012 - Present
We Are Forever Free Inc. January 2013 - Present
The Parthnership Inc January 2014 - December 2014
ACS-XEROX COMPANY March 2011 - July 2012
MERCER March 2006 - March 2011
TAC WORLDWIDE COMPANIES February 2004 - March 2006
HEALTHCARE SYSTEMS September 2002 - February 2004
MFS INVESTMENT MANAGEMENT January 1996 - January 2002
Skills
COBRA Administration, FMLA, Leave Administration, Benefits Administration, COBRA, HIPAA, Employment Law, PowerPoint, Employee Benefits, Training, Customer Service, ADP HRB, PeopleSoft, Bswift, Human Resources
Education
Eastern Nazarene College 2011 — 2013
ABA, Business Administration, Management and Operations
Northeastern University 2011 — 2013
Bachelor of Science, Health Management
Eastern Nazarene College 2008 — 2011
Associate of Science, Business
Anthony Monti's MFS Investment Management Experience July 2007 - December 2007
Job Equity Derivatives at Tradition
Industry Financial Services
Experience
Tradition December 2013 - Present
Tradition November 2012 - December 2013
Tradition June 2011 - November 2012
General Dynamics Advanced Information Systems July 2008 - July 2010
MFS Investment Management July 2007 - December 2007
Skills
Equity Derivatives, Derivatives, Bloomberg, Equities, Delta One, Project Management, Product Development, Technology Integration, Total Return Swaps, ETFs, EFPs
Education
Endicott College 2004 — 2008
Bachelor of Science (B.S.), Finance, General
Bridgton Academy 2003 — 2004
Tradition December 2013 - Present
Tradition November 2012 - December 2013
Tradition June 2011 - November 2012
General Dynamics Advanced Information Systems July 2008 - July 2010
MFS Investment Management July 2007 - December 2007
Skills
Equity Derivatives, Derivatives, Bloomberg, Equities, Delta One, Project Management, Product Development, Technology Integration, Total Return Swaps, ETFs, EFPs
Education
Endicott College 2004 — 2008
Bachelor of Science (B.S.), Finance, General
Bridgton Academy 2003 — 2004
Jeff Welin's MFS Investment Management Experience March 1996 - April 2005
Job Imaging Adminstrator at Salem State College
Industry Education Management
Experience
Salem State College 2010 - Present
Salem State College April 2005 - May 2010
MFS Investment Management March 1996 - April 2005
Fidelity Investments January 1992 - March 1996
Skills
OnBase Certified System..., OnBase Certified..., SQL, PL/SQL, HTML, OnBase Certified..., Higher Education, System Administration, PeopleSoft, Access, Data Warehousing, Training, Microsoft Excel, Business Process, Databases, Testing, Unix, Visio, Analysis, Software Documentation, Data Analysis, Security, Budgets, PeopleTools, Systems Analysis, SharePoint, Business Analysis, Program Management, Editing, Requirements Gathering, Business Intelligence, Project Management, Student Affairs, Programming, Windows, Requirements Analysis, Student Development, Database Design, PowerPoint, Admissions, Staff Development, Leadership, Microsoft Word, Process Improvement, Business Process..., Research, Microsoft SQL Server, Technical Writing, Microsoft Office, Oracle
Education
Gordon College 1979 — 1985
BS, Math
Salem State College 2010 - Present
Salem State College April 2005 - May 2010
MFS Investment Management March 1996 - April 2005
Fidelity Investments January 1992 - March 1996
Skills
OnBase Certified System..., OnBase Certified..., SQL, PL/SQL, HTML, OnBase Certified..., Higher Education, System Administration, PeopleSoft, Access, Data Warehousing, Training, Microsoft Excel, Business Process, Databases, Testing, Unix, Visio, Analysis, Software Documentation, Data Analysis, Security, Budgets, PeopleTools, Systems Analysis, SharePoint, Business Analysis, Program Management, Editing, Requirements Gathering, Business Intelligence, Project Management, Student Affairs, Programming, Windows, Requirements Analysis, Student Development, Database Design, PowerPoint, Admissions, Staff Development, Leadership, Microsoft Word, Process Improvement, Business Process..., Research, Microsoft SQL Server, Technical Writing, Microsoft Office, Oracle
Education
Gordon College 1979 — 1985
BS, Math
Matthew Greeley Matthew Greeley's MFS Investment Management Experience September 2014 - January 2015
Job Compliance Consultant
Industry Financial Services
Experience
MFS Investment Management September 2014 - January 2015
Fidelity Investments July 2013 - June 2014
Make A Wish Foundation 2006 - 2014
Wells Capital Management November 2012 - July 2013
Loomis, Sayles & Company April 2012 - August 2012
STATE STREET CORPORATION November 2011 - June 2012
RBS CITIZENS May 2010 - January 2011
FIDELITY INVESTMENTS April 2007 - November 2008
REAL ESTATE DATABASES April 2006 - April 2007
PUTNAM INVESTMENTS October 2004 - October 2005
Skills
Compliance, 401k, Risk, Mutual Funds, Securities, Asset Management, Banking, Risk Analysis, Operational Risk..., Due Diligence, Asset Managment, Financial Risk, Financial Services, Anti Money Laundering
Education
New England College of Business and Finance 2011 — 2012
Masters of Science, Business
Embry-Riddle Aeronautical University 1995 — 1999
Bachelors of Science, Aeronautical Science
MFS Investment Management September 2014 - January 2015
Fidelity Investments July 2013 - June 2014
Make A Wish Foundation 2006 - 2014
Wells Capital Management November 2012 - July 2013
Loomis, Sayles & Company April 2012 - August 2012
STATE STREET CORPORATION November 2011 - June 2012
RBS CITIZENS May 2010 - January 2011
FIDELITY INVESTMENTS April 2007 - November 2008
REAL ESTATE DATABASES April 2006 - April 2007
PUTNAM INVESTMENTS October 2004 - October 2005
Skills
Compliance, 401k, Risk, Mutual Funds, Securities, Asset Management, Banking, Risk Analysis, Operational Risk..., Due Diligence, Asset Managment, Financial Risk, Financial Services, Anti Money Laundering
Education
New England College of Business and Finance 2011 — 2012
Masters of Science, Business
Embry-Riddle Aeronautical University 1995 — 1999
Bachelors of Science, Aeronautical Science
Francis Seitz Francis Seitz's MFS Investment Management Experience March 2015 - Present
Job Territory Support Representative
Industry Financial Services
Experience
MFS Investment Management March 2015 - Present
Sigma Pi Fraternity Nu Chapter October 2013 - February 2015
Oliver's Beverage Center May 2012 - August 2014
Franklin and Marshall College January 2012 - February 2014
Skills
Microsoft Excel, Microsoft Word, Exceptional Writer and..., Professional Task..., High level of personal..., Proven ability to work..., Strong analytical..., Microsoft Office
Education
Franklin & Marshall College 2011 — 2015
Bachelor of Arts (BA), Business, Organizations, and Society
MFS Investment Management March 2015 - Present
Sigma Pi Fraternity Nu Chapter October 2013 - February 2015
Oliver's Beverage Center May 2012 - August 2014
Franklin and Marshall College January 2012 - February 2014
Skills
Microsoft Excel, Microsoft Word, Exceptional Writer and..., Professional Task..., High level of personal..., Proven ability to work..., Strong analytical..., Microsoft Office
Education
Franklin & Marshall College 2011 — 2015
Bachelor of Arts (BA), Business, Organizations, and Society
Michael Moeller Michael Moeller's MFS Investment Management Experience May 2012 - August 2012
Job Associate II at State Street
Industry Investment Management
Experience
State Street September 2015 - Present
Baystate Financial March 2015 - August 2015
Elon Hockey May 2013 - March 2014
BBC May 2013 - August 2013
MFS Investment Management May 2012 - August 2012
Skills
Financial Modeling, Mutual Funds, Investment Strategies, Fixed Income, Derivatives, Financial Risk..., Private Equity, Bloomberg, Trading Systems, Options, Statistical Modeling, Statistical Data..., Microsoft Office, Financial Risk, Finance, Strategic Financial..., Microsoft Excel, Facebook, Social Media, Fundraising, PowerPoint, Microsoft Word, Public Speaking, Leadership
Education
Elon University 2010 — 2014
Finance, Entrepreneurship
Elon University - Martha and Spencer Love School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
State Street September 2015 - Present
Baystate Financial March 2015 - August 2015
Elon Hockey May 2013 - March 2014
BBC May 2013 - August 2013
MFS Investment Management May 2012 - August 2012
Skills
Financial Modeling, Mutual Funds, Investment Strategies, Fixed Income, Derivatives, Financial Risk..., Private Equity, Bloomberg, Trading Systems, Options, Statistical Modeling, Statistical Data..., Microsoft Office, Financial Risk, Finance, Strategic Financial..., Microsoft Excel, Facebook, Social Media, Fundraising, PowerPoint, Microsoft Word, Public Speaking, Leadership
Education
Elon University 2010 — 2014
Finance, Entrepreneurship
Elon University - Martha and Spencer Love School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Faith Crosby's MFS Investment Management Experience 1990 - 1996
Job
Industry Financial Services
Experience
Fidelity Investments December 2003 - Present
IBM Rational Software 2000 - 2003
Iron Mountain January 1998 - December 2000
MFS Investment Management 1990 - 1996
Skills
Process Improvement, Vendor Management, Business Analysis, Risk Management, PMO, Requirements Analysis, SDLC, Business Process..., Change Management, Project Management, PMP, Software Project..., Financial Services, Program Management, Strategic Planning
Education
Boston University 2011 — 2011
PMP, # 1514990, Project Management
Gordon College
Bachelor of Arts (BA), Business Administration, Management and Operations
Fidelity Investments December 2003 - Present
IBM Rational Software 2000 - 2003
Iron Mountain January 1998 - December 2000
MFS Investment Management 1990 - 1996
Skills
Process Improvement, Vendor Management, Business Analysis, Risk Management, PMO, Requirements Analysis, SDLC, Business Process..., Change Management, Project Management, PMP, Software Project..., Financial Services, Program Management, Strategic Planning
Education
Boston University 2011 — 2011
PMP, # 1514990, Project Management
Gordon College
Bachelor of Arts (BA), Business Administration, Management and Operations
Mark Noonan's MFS Investment Management Experience July 2011 - Present
Job Director of Network Services at Blue Cross Blue Shield of Massachusetts
Industry Information Technology and Services
Experience
Blue Cross Blue Shield of Massachusetts April 2013 - Present
MFS Investment Management July 2011 - Present
Blue Cross Blue Shield of MA March 2007 - July 2011
MFS Investment Management 2000 - 2007
State Street Corp 1998 - 2001
Skills
Data Center, Cisco Technologies, Virtualization, Cloud Computing, VoIP, Cisco Nexus, Routing, QoS, MPLS, Checkpoint, Networking, LAN-WAN, Wireless, IPS, System Deployment, Call Centers, Avaya, Disaster Recovery, Oracle, Security
Education
Fairfield University 1994 — 1998
Bachelor of Science (BS), Political Science and Government
Blue Cross Blue Shield of Massachusetts April 2013 - Present
MFS Investment Management July 2011 - Present
Blue Cross Blue Shield of MA March 2007 - July 2011
MFS Investment Management 2000 - 2007
State Street Corp 1998 - 2001
Skills
Data Center, Cisco Technologies, Virtualization, Cloud Computing, VoIP, Cisco Nexus, Routing, QoS, MPLS, Checkpoint, Networking, LAN-WAN, Wireless, IPS, System Deployment, Call Centers, Avaya, Disaster Recovery, Oracle, Security
Education
Fairfield University 1994 — 1998
Bachelor of Science (BS), Political Science and Government
Laura Dunn's MFS Investment Management Experience January 2007 - May 2009
Job Vice President, National Relationship Mangement at ICON Investments
Industry Financial Services
Experience
ICON Investments February 2014 - Present
ICON Investments April 2011 - February 2014
ICON Securities April 2010 - April 2011
Cole Capital May 2009 - March 2010
MFS Investment Management January 2007 - May 2009
Skills
Series 7, Alternative Investments, Key Account Mangement, Series 6, Series 63, Mutual Funds, Relationship Management
Education
University of Pittsburgh 2000 — 2002
East Stroudsburg University of Pennsylvania 2002 — 2004
ICON Investments February 2014 - Present
ICON Investments April 2011 - February 2014
ICON Securities April 2010 - April 2011
Cole Capital May 2009 - March 2010
MFS Investment Management January 2007 - May 2009
Skills
Series 7, Alternative Investments, Key Account Mangement, Series 6, Series 63, Mutual Funds, Relationship Management
Education
University of Pittsburgh 2000 — 2002
East Stroudsburg University of Pennsylvania 2002 — 2004
Laura Haskell's MFS Investment Management Experience 2000 - 2003
Job Marketing and Brand Professional
Industry Marketing and Advertising
Experience
Marketing and Communications Consulting 2006 - Present
Fidelity Investments 2011 - 2012
Devonshire Investors, a Fidelity Investments Company 2006 - 2007
JPMorgan 2005 - 2006
MFS Investment Management 2000 - 2003
Fidelity Investments 1995 - 2000
Fidelity Investments July 1995 - April 1998
Skills
Brand Development, Marketing Strategy, Marketing Communications, Integrated Marketing, Management, Online Marketing, Online Advertising, Market Research, Account Management, Product Management, Lead Generation, Social Media Marketing, Strategy, Corporate Communications, Digital Marketing, Sales, Marketing, Email Marketing, Advertising, Direct Marketing
Education
Simmons College - Simmons School of Management 1989 — 1990
Emerson College
certificate, Digital Media/Film
Salem State University
MA, English
Marketing and Communications Consulting 2006 - Present
Fidelity Investments 2011 - 2012
Devonshire Investors, a Fidelity Investments Company 2006 - 2007
JPMorgan 2005 - 2006
MFS Investment Management 2000 - 2003
Fidelity Investments 1995 - 2000
Fidelity Investments July 1995 - April 1998
Skills
Brand Development, Marketing Strategy, Marketing Communications, Integrated Marketing, Management, Online Marketing, Online Advertising, Market Research, Account Management, Product Management, Lead Generation, Social Media Marketing, Strategy, Corporate Communications, Digital Marketing, Sales, Marketing, Email Marketing, Advertising, Direct Marketing
Education
Simmons College - Simmons School of Management 1989 — 1990
Emerson College
certificate, Digital Media/Film
Salem State University
MA, English
Jennifer Bouchard's MFS Investment Management Experience March 1999 - August 2002
Job Writer/Blogger
Industry Writing and Editing
Experience
CIGNA October 2012 - Present
baystateparent June 2014 - June 2015
Qunnipiac University May 2012 - September 2013
Enfield Public Schools September 2005 - June 2012
EBSCO Publishing October 2007 - May 2012
Kiwi Publishing September 2010 - September 2010
Christian Science Publishing Society September 2008 - September 2008
SABIS International Charter School September 2003 - May 2005
King Philip Regional Middle School September 2002 - May 2003
MFS Investment Management March 1999 - August 2002
Skills
Editing, Literature, Creative Writing, Teaching, Technical Writing, Web Content, Short Stories, Fiction Writing, Copywriting, Training, Curriculum Design, Publications, Public Speaking, Blogging, Content Development, Newsletters, Content Management, Press Releases, Freelance Writing
Education
Western Connecticut State University 2006 — 2008
MFA, Professional Writing
Framingham State College 2001 — 2004
M.Ed., English
University of Massachusetts, Amherst 1995 — 1997
Bachelor of Arts (B.A.), English Language and Literature, General
East Longmeadow High School
East Longmeadow High School
CIGNA October 2012 - Present
baystateparent June 2014 - June 2015
Qunnipiac University May 2012 - September 2013
Enfield Public Schools September 2005 - June 2012
EBSCO Publishing October 2007 - May 2012
Kiwi Publishing September 2010 - September 2010
Christian Science Publishing Society September 2008 - September 2008
SABIS International Charter School September 2003 - May 2005
King Philip Regional Middle School September 2002 - May 2003
MFS Investment Management March 1999 - August 2002
Skills
Editing, Literature, Creative Writing, Teaching, Technical Writing, Web Content, Short Stories, Fiction Writing, Copywriting, Training, Curriculum Design, Publications, Public Speaking, Blogging, Content Development, Newsletters, Content Management, Press Releases, Freelance Writing
Education
Western Connecticut State University 2006 — 2008
MFA, Professional Writing
Framingham State College 2001 — 2004
M.Ed., English
University of Massachusetts, Amherst 1995 — 1997
Bachelor of Arts (B.A.), English Language and Literature, General
East Longmeadow High School
East Longmeadow High School
Anthony Kulesza's MFS Investment Management Experience April 2000 - June 2003
Job Sr. Relocation Engineer at Knight Point Systems
Industry Information Technology and Services
Experience
Knight Point Systems Project ManagerKnight Point Systems2007 - Present
Netconn Solutions June 2003 - December 2005
MFS Investment Management April 2000 - June 2003
Lockheed Martin Information Technology September 1992 - April 2000
Education
East Carolina University 1971 — 1974
R J Reynolds High School 1963 — 1965
Knight Point Systems Project ManagerKnight Point Systems2007 - Present
Netconn Solutions June 2003 - December 2005
MFS Investment Management April 2000 - June 2003
Lockheed Martin Information Technology September 1992 - April 2000
Education
East Carolina University 1971 — 1974
R J Reynolds High School 1963 — 1965
Lauren Rooke's MFS Investment Management Experience October 2005 - August 2007
Job Account Executive Sports & Toys Large Customer Sales at Google
Industry Online Media
Experience
Google May 2012 - Present
Google November 2010 - April 2012
Google May 2009 - October 2010
Google September 2007 - April 2009
MFS Investment Management October 2005 - August 2007
Skills
Advertising, Digital Marketing, Social Media Marketing, Digital Strategy, Digital Media, Online Advertising, Mobile Marketing, Lead Generation, Management, Google Adwords, Integrated Marketing, New Business Development, Marketing, SEM, B2B Marketing, Marketing Strategy, Account Management, Google Analytics, B2B, Web Analytics, Direct Sales, Analytics
Education
Elon University 2001 — 2005
Google May 2012 - Present
Google November 2010 - April 2012
Google May 2009 - October 2010
Google September 2007 - April 2009
MFS Investment Management October 2005 - August 2007
Skills
Advertising, Digital Marketing, Social Media Marketing, Digital Strategy, Digital Media, Online Advertising, Mobile Marketing, Lead Generation, Management, Google Adwords, Integrated Marketing, New Business Development, Marketing, SEM, B2B Marketing, Marketing Strategy, Account Management, Google Analytics, B2B, Web Analytics, Direct Sales, Analytics
Education
Elon University 2001 — 2005
Justin Pietrella's MFS Investment Management Experience April 2006 - July 2008
Job ResultsDriven Senior Account Manager at Velir
Industry Information Technology and Services
Experience
Velir September 2015 - Present
Velir April 2014 - September 2015
Velir October 2012 - April 2014
Freelance January 2002 - January 2014
Partners HealthCare July 2008 - October 2012
Medical Records Institute, Inc. May 2006 - November 2009
MFS Investment Management April 2006 - July 2008
Attractions Wholesale-Travel, Inc. September 2001 - June 2004
Skills
Project Management, Account Management, Content Management, HTML, Adobe Creative Suite, Sitecore, Windows Azure, Google Analytics, Digital Strategy, Content Strategy, Data Visualization, CSS, User Experience, Content Migration, Photoshop, Dreamweaver, Web Project Management, XML, JIRA, JavaScript, Information Architecture, SharePoint, Software Project..., Google Adwords, Agile Methodologies, Web Content Management, Product Development, Mobile Product..., MS Project, Business Analysis, FogBugz, Harvest, Basecamp, Social Media, HTML 5, Data Management, Mobile Content, Mobile Applications, Project Planning, Project Estimation, Agile & Waterfall..., Software Quality..., User Experience Design, Data Migration, Managed Hosting, Axure, Creative Strategy
Education
UMass Boston 2010 — 2010
Embry-Riddle Aeronautical University 1999 — 2004
B.S.
Velir September 2015 - Present
Velir April 2014 - September 2015
Velir October 2012 - April 2014
Freelance January 2002 - January 2014
Partners HealthCare July 2008 - October 2012
Medical Records Institute, Inc. May 2006 - November 2009
MFS Investment Management April 2006 - July 2008
Attractions Wholesale-Travel, Inc. September 2001 - June 2004
Skills
Project Management, Account Management, Content Management, HTML, Adobe Creative Suite, Sitecore, Windows Azure, Google Analytics, Digital Strategy, Content Strategy, Data Visualization, CSS, User Experience, Content Migration, Photoshop, Dreamweaver, Web Project Management, XML, JIRA, JavaScript, Information Architecture, SharePoint, Software Project..., Google Adwords, Agile Methodologies, Web Content Management, Product Development, Mobile Product..., MS Project, Business Analysis, FogBugz, Harvest, Basecamp, Social Media, HTML 5, Data Management, Mobile Content, Mobile Applications, Project Planning, Project Estimation, Agile & Waterfall..., Software Quality..., User Experience Design, Data Migration, Managed Hosting, Axure, Creative Strategy
Education
UMass Boston 2010 — 2010
Embry-Riddle Aeronautical University 1999 — 2004
B.S.
John Sterner's MFS Investment Management Experience Programmer/AnalystPutnam Investments1999 - 2001
Job Programmer/Analyst at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management Programmer/AnalystPutnam Investments1999 - 2001
Comverse 1996 - 1999
Comverse 1996 - 1999
Skills
Trading Systems, Business Analysis, SDLC, SQL, Data Analysis, Bloomberg, Sybase, Equities, Databases, Systems Analysis, Requirements Analysis, VBA, Unix, Requirements Gathering, ETL
Education
Franklin Pierce University 1991 — 1996
MFS Investment Management Programmer/AnalystPutnam Investments1999 - 2001
Comverse 1996 - 1999
Comverse 1996 - 1999
Skills
Trading Systems, Business Analysis, SDLC, SQL, Data Analysis, Bloomberg, Sybase, Equities, Databases, Systems Analysis, Requirements Analysis, VBA, Unix, Requirements Gathering, ETL
Education
Franklin Pierce University 1991 — 1996
Bill Pyles's MFS Investment Management Experience November 2001 - August 2003
Job Financial Advisor
Industry Financial Services
Experience
Baystate Financial Services / New England Securities August 2009 - Present
Bloomberg January 2007 - February 2009
Franklin Templeton Investments October 2005 - December 2006
Franklin Templeton Investments September 2003 - October 2005
MFS Investment Management November 2001 - August 2003
JPMorgan March 2001 - October 2001
JPMorgan Chase June 2000 - March 2001
Morgan Stanley June 1999 - August 1999
Merrill Lynch June 1998 - August 1998
Education
Hamilton College 1996 — 2000
Bachelor of Arts Degree, Economics
Thayer 1989 — 1996
Baystate Financial Services / New England Securities August 2009 - Present
Bloomberg January 2007 - February 2009
Franklin Templeton Investments October 2005 - December 2006
Franklin Templeton Investments September 2003 - October 2005
MFS Investment Management November 2001 - August 2003
JPMorgan March 2001 - October 2001
JPMorgan Chase June 2000 - March 2001
Morgan Stanley June 1999 - August 1999
Merrill Lynch June 1998 - August 1998
Education
Hamilton College 1996 — 2000
Bachelor of Arts Degree, Economics
Thayer 1989 — 1996
Chris Lesky's MFS Investment Management Experience February 2008 - January 2013
Job Key Account Manager at Voya Financial
Industry Financial Services
Experience
Voya Financial May 2013 - Present
MFS Investment Management February 2008 - January 2013
MFS Investment Management October 2007 - February 2008
MFS Investment Management February 2000 - October 2007
Skills
Mutual Funds, Relationship Management, Series 63, Investments, Series 6, Asset Allocation, Wealth Management, Retirement Planning, Separately Managed..., Life Insurance, Sales, Financial Advisory, Bonds, Management
Education
Franklin & Marshall College 1993 — 1997
BA, Business Management
St. Maria Goretti High School 1989 — 1993
Voya Financial May 2013 - Present
MFS Investment Management February 2008 - January 2013
MFS Investment Management October 2007 - February 2008
MFS Investment Management February 2000 - October 2007
Skills
Mutual Funds, Relationship Management, Series 63, Investments, Series 6, Asset Allocation, Wealth Management, Retirement Planning, Separately Managed..., Life Insurance, Sales, Financial Advisory, Bonds, Management
Education
Franklin & Marshall College 1993 — 1997
BA, Business Management
St. Maria Goretti High School 1989 — 1993
Patrick Conlon's MFS Investment Management Experience September 1998 - April 2004
Job VP 401(k) Sales at Voya Financial
Industry Financial Services
Experience
Voya Financial March 2004 - Present
MFS Investment Management September 1998 - April 2004
Skills
401k, Financial Services, Investments, Leadership, Mutual Funds, Portfolio Management, Retirement, Retirement Planning, Series 6, Series 63, Relationship Management, Finance, Asset Management, Insurance
Education
Fairfield University 1993 — 1997
Voya Financial March 2004 - Present
MFS Investment Management September 1998 - April 2004
Skills
401k, Financial Services, Investments, Leadership, Mutual Funds, Portfolio Management, Retirement, Retirement Planning, Series 6, Series 63, Relationship Management, Finance, Asset Management, Insurance
Education
Fairfield University 1993 — 1997
Drew Gandy's MFS Investment Management Experience May 2005 - July 2005
Job Associate at Holland & Knight LLP
Industry Law Practice
Experience
Holland & Knight LLP April 2015 - Present
Hunton & Williams LLP March 2014 - April 2015
United States Bankruptcy Court for the Northern District of Georgia August 2011 - March 2014
Piedmont Healthcare May 2010 - July 2010
US Securities and Exchange Commission September 2009 - December 2009
Georgia Law Center for the Homeless May 2009 - August 2009
Emory University May 2009 - August 2009
MFS Investment Management May 2005 - July 2005
Education
Harvard Law School 2010 — 2011
Visiting Student, Law
Emory University School of Law 2007 — 2011
JD, Law
The University of Georgia 2002 — 2007
AB, BS, Economics, Psychology
The Westminster Schools
Holland & Knight LLP April 2015 - Present
Hunton & Williams LLP March 2014 - April 2015
United States Bankruptcy Court for the Northern District of Georgia August 2011 - March 2014
Piedmont Healthcare May 2010 - July 2010
US Securities and Exchange Commission September 2009 - December 2009
Georgia Law Center for the Homeless May 2009 - August 2009
Emory University May 2009 - August 2009
MFS Investment Management May 2005 - July 2005
Education
Harvard Law School 2010 — 2011
Visiting Student, Law
Emory University School of Law 2007 — 2011
JD, Law
The University of Georgia 2002 — 2007
AB, BS, Economics, Psychology
The Westminster Schools
Amy Amico's MFS Investment Management Experience May 2000 - December 2007
Job Compliance Officer at Santander Securities
Industry Financial Services
Experience
Santander Securities September 2012 - Present
MetLife May 2011 - September 2012
AARP Financial Inc December 2007 - October 2010
MFS Investment Management May 2000 - December 2007
ADP Brokerage Services Group February 1998 - May 2000
John Hancock 1986 - 1997
Skills
Mutual Funds, Analysis, Risk Management, Sales Material Review, Investment Advisor, Series 65 24 7 53, SEC Regulations, FINRA, Investment Adviser Act...
Education
Fitchburg State College
Bachelor of Arts (BA), Psychology
Santander Securities September 2012 - Present
MetLife May 2011 - September 2012
AARP Financial Inc December 2007 - October 2010
MFS Investment Management May 2000 - December 2007
ADP Brokerage Services Group February 1998 - May 2000
John Hancock 1986 - 1997
Skills
Mutual Funds, Analysis, Risk Management, Sales Material Review, Investment Advisor, Series 65 24 7 53, SEC Regulations, FINRA, Investment Adviser Act...
Education
Fitchburg State College
Bachelor of Arts (BA), Psychology
Alex Karoly's MFS Investment Management Experience October 2013 - June 2014
Job Sales Support Analyst at MercedesBenz Financial Services USA LLC
Industry Financial Services
Experience
Mercedes-Benz Financial Services USA LLC July 2014 - Present
MFS Investment Management October 2013 - June 2014
Vivroux Sports September 2004 - September 2013
Skills
Customer Service, Marketing Strategy, Marketing, Sales, Account Management, Microsoft Excel, Strategic Planning, Social Media, New Business Development, Social Media Marketing, Financial Analysis, Sales Management, Public Speaking, Microsoft Office, Event Planning, Team Building, Forecasting
Education
Elmira College 2000 — 2004
Bachelor of Science, Business Administration
Mercedes-Benz Financial Services USA LLC July 2014 - Present
MFS Investment Management October 2013 - June 2014
Vivroux Sports September 2004 - September 2013
Skills
Customer Service, Marketing Strategy, Marketing, Sales, Account Management, Microsoft Excel, Strategic Planning, Social Media, New Business Development, Social Media Marketing, Financial Analysis, Sales Management, Public Speaking, Microsoft Office, Event Planning, Team Building, Forecasting
Education
Elmira College 2000 — 2004
Bachelor of Science, Business Administration
Stephanie (Spence) Weiss's MFS Investment Management Experience March 2006 - October 2010
Job AICS Operations Asset Reconciliation Specialist Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2012 - Present
Charles Schwab November 2010 - April 2012
MFS Investment Management March 2006 - October 2010
TriWest Healthcare Alliance August 2004 - March 2006
Arizona Medical Clinic February 2003 - August 2004
Skills
Alternative Investments, Mutual Funds, Investments, Series 7, Portfolio Management, Equities, Wealth Management, Financial Analysis, Retirement Planning, Asset Management, Financial Services, Series 63, Fixed Income, Securities, Financial Modeling, Strategic Financial..., Risk Management, Asset Allocation, Banking, Retirement
Education
Skin and Makeup Institute of Arizona 2015 — 2016
Licensed Aesthetician, Aesthetician/Esthetician and Skin Care Specialist
Glendale Community College 2003 — 2005
Charles Schwab April 2012 - Present
Charles Schwab November 2010 - April 2012
MFS Investment Management March 2006 - October 2010
TriWest Healthcare Alliance August 2004 - March 2006
Arizona Medical Clinic February 2003 - August 2004
Skills
Alternative Investments, Mutual Funds, Investments, Series 7, Portfolio Management, Equities, Wealth Management, Financial Analysis, Retirement Planning, Asset Management, Financial Services, Series 63, Fixed Income, Securities, Financial Modeling, Strategic Financial..., Risk Management, Asset Allocation, Banking, Retirement
Education
Skin and Makeup Institute of Arizona 2015 — 2016
Licensed Aesthetician, Aesthetician/Esthetician and Skin Care Specialist
Glendale Community College 2003 — 2005
Cynthia (Harney) Becker's MFS Investment Management Experience April 2009 - September 2009
Job Sr. Account Manager at Mercer Health & Benefits
Industry Marketing and Advertising
Experience
Mercer April 2010 - December 2010
MFS Investment Management April 2009 - September 2009
Blue Cross Blue Shield June 2008 - February 2009
Fidelity Communications and Advertising 2006 - 2008
Fidelity Investments 2005 - 2006
Fidelity Investments 2002 - 2005
Fidelity Investments 1998 - 2002
Fidelity Investments 1995 - 1998
Skills
Management, Marketing, Marketing Communications, Product Marketing, Project Management, Sales
Education
Emmanuel College
Mercer April 2010 - December 2010
MFS Investment Management April 2009 - September 2009
Blue Cross Blue Shield June 2008 - February 2009
Fidelity Communications and Advertising 2006 - 2008
Fidelity Investments 2005 - 2006
Fidelity Investments 2002 - 2005
Fidelity Investments 1998 - 2002
Fidelity Investments 1995 - 1998
Skills
Management, Marketing, Marketing Communications, Product Marketing, Project Management, Sales
Education
Emmanuel College
Cooper Toulmin's MFS Investment Management Experience May 2015 - Present
Job Project Management Communications Consultant at MFS Investment Management
Industry Public Relations and Communications
Experience
MFS Investment Management May 2015 - Present
Citizens Bank March 2013 - December 2014
The Monitor Group (no longer in operation) January 2012 - January 2013
AECOM Environment December 2007 - December 2011
Fresenius Medical Care North America 2002 - 2007
Axcelis Technologies 1999 - 2002
Sun Life Financial 1997 - 1999
Beth Israel Deaconess Medical Center 1993 - 1997
Skills
Internal Communications, Corporate Communications, Strategic Communications, Employee Engagement, Newsletters, Media Relations, Communications Planning, Strategy, Editing, Marketing Communications, Crisis Communications, Strategic Planning, Performance Management, Human Resources, Public Relations, Corporate Branding
Education
University of Massachusetts Boston 2013 — 2013
Conflict resolution and negotiation
Emerson College 1991 — 1993
Master's Degree, Business/Corporate Communications
MFS Investment Management May 2015 - Present
Citizens Bank March 2013 - December 2014
The Monitor Group (no longer in operation) January 2012 - January 2013
AECOM Environment December 2007 - December 2011
Fresenius Medical Care North America 2002 - 2007
Axcelis Technologies 1999 - 2002
Sun Life Financial 1997 - 1999
Beth Israel Deaconess Medical Center 1993 - 1997
Skills
Internal Communications, Corporate Communications, Strategic Communications, Employee Engagement, Newsletters, Media Relations, Communications Planning, Strategy, Editing, Marketing Communications, Crisis Communications, Strategic Planning, Performance Management, Human Resources, Public Relations, Corporate Branding
Education
University of Massachusetts Boston 2013 — 2013
Conflict resolution and negotiation
Emerson College 1991 — 1993
Master's Degree, Business/Corporate Communications
Lauren Thelander's MFS Investment Management Experience June 2000 - May 2001
Job at Coleman Research Group
Industry Law Practice
Experience
Coleman Research April 2011 - Present
Spa Chakra, Inc. March 2009 - August 2010
Morrison Cohen LLP April 2007 - January 2009
Weil Gotshal and Manges October 2004 - April 2007
MFS Investment Management June 2000 - May 2001
Education
New York Law School 2001 — 2004
J.D., Magna Cum Laude
Franklin & Marshall College 1996 — 2000
B.A., Government, History
Oak Knoll School 1992 — 1996
Coleman Research April 2011 - Present
Spa Chakra, Inc. March 2009 - August 2010
Morrison Cohen LLP April 2007 - January 2009
Weil Gotshal and Manges October 2004 - April 2007
MFS Investment Management June 2000 - May 2001
Education
New York Law School 2001 — 2004
J.D., Magna Cum Laude
Franklin & Marshall College 1996 — 2000
B.A., Government, History
Oak Knoll School 1992 — 1996
Gregg Yanchuk's MFS Investment Management Experience September 1998 - August 2006
Job First Sergeant Battalion Equal Opportunity Advisor & Unit Victim Advocate
Industry Military
Experience
FSC, 101st Engineer Battalion July 2013 - Present
AGR January 2008 - Present
Massachusetts Army National Guard February 2011 - February 2012
Sun Life Financial August 2006 - January 2008
MFS Investment Management September 1998 - August 2006
Skills
Project Management, Human Resources, Mutual Funds, 401k, Customer Service, Retirement, Budgets, Strategic Planning, Pensions, ERISA, Investments, Civil Rights, Equality & Diversity, Equal Opportunities, Qualified Mediator, Account Management, Army, Business Development, DoD, Employee Benefits, Force Protection, Leadership, Government, Military, Leadership Development, Management, Military Operations, Operational Planning, Operations Management, Policy, Military Experience, Project Planning, Process Scheduler, Retirement Planning, Sales, Security Clearance, Risk Management, Series 6, Team Building, Team Leadership, Training
Education
Sexual Assault Coordinator Course 2010 -2011 2010 — 2011
Unit Victim Advocate, Sexual Assault
Grantham University 2009 — 2011
Bachelor of Science in Multidisciplinary Studies, Graduated - 2011
Defense Equal Opportunity Management Institute 2010 — 2010
EOA - DoD Mediator
FSC, 101st Engineer Battalion July 2013 - Present
AGR January 2008 - Present
Massachusetts Army National Guard February 2011 - February 2012
Sun Life Financial August 2006 - January 2008
MFS Investment Management September 1998 - August 2006
Skills
Project Management, Human Resources, Mutual Funds, 401k, Customer Service, Retirement, Budgets, Strategic Planning, Pensions, ERISA, Investments, Civil Rights, Equality & Diversity, Equal Opportunities, Qualified Mediator, Account Management, Army, Business Development, DoD, Employee Benefits, Force Protection, Leadership, Government, Military, Leadership Development, Management, Military Operations, Operational Planning, Operations Management, Policy, Military Experience, Project Planning, Process Scheduler, Retirement Planning, Sales, Security Clearance, Risk Management, Series 6, Team Building, Team Leadership, Training
Education
Sexual Assault Coordinator Course 2010 -2011 2010 — 2011
Unit Victim Advocate, Sexual Assault
Grantham University 2009 — 2011
Bachelor of Science in Multidisciplinary Studies, Graduated - 2011
Defense Equal Opportunity Management Institute 2010 — 2010
EOA - DoD Mediator
Tom Brachowski's MFS Investment Management Experience September 2004 - December 2006
Job Investment Consultant at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments January 2010 - Present
Russell Investments May 2007 - April 2008
MFS Investment Management September 2004 - December 2006
Trusco Capital Management June 2000 - September 2004
Skills
Investments, Series 7, Institutional, Client Service, Portfolio Management
Education
Georgia Institute of Technology 1998 — 2000
MBA, Finance
University of Notre Dame 1991 — 1995
BS, Chemical Engineering
Fidelity Investments January 2010 - Present
Russell Investments May 2007 - April 2008
MFS Investment Management September 2004 - December 2006
Trusco Capital Management June 2000 - September 2004
Skills
Investments, Series 7, Institutional, Client Service, Portfolio Management
Education
Georgia Institute of Technology 1998 — 2000
MBA, Finance
University of Notre Dame 1991 — 1995
BS, Chemical Engineering
Michelle Sticht's MFS Investment Management Experience 1994 - 2003
Job Graduate Research Student at University of York
Industry Education Management
Experience
University of York September 2014 - Present
University of South Florida September 2012 - September 2014
University of South Florida July 2009 - September 2012
University of South Florida March 2005 - April 2010
MFS Investment Management 1994 - 2003
Skills
Art History, Management, Microsoft Office, Team Leadership, Payroll, Training, Higher Education, Public Speaking, PowerPoint, Outlook, Customer Service, Staff Development, Microsoft Excel, Event Planning, Historical Research, Archives, Archival Research, Medieval History
Education
University of South Florida 2005 — 2011
Bachelor of Science, Art History
Endicott College 1986 — 1988
A.S., Graphic Design
University of York September 2014 - Present
University of South Florida September 2012 - September 2014
University of South Florida July 2009 - September 2012
University of South Florida March 2005 - April 2010
MFS Investment Management 1994 - 2003
Skills
Art History, Management, Microsoft Office, Team Leadership, Payroll, Training, Higher Education, Public Speaking, PowerPoint, Outlook, Customer Service, Staff Development, Microsoft Excel, Event Planning, Historical Research, Archives, Archival Research, Medieval History
Education
University of South Florida 2005 — 2011
Bachelor of Science, Art History
Endicott College 1986 — 1988
A.S., Graphic Design
Laura Finn's MFS Investment Management Experience September 2002 - December 2003
Job VP at Central Park Group
Industry Financial Services
Experience
Central Park Group, LLC October 2007 - Present
State Street Global Advisors December 2003 - September 2007
MFS Investment Management September 2002 - December 2003
Education
Fairfield University 1998 — 2002
BA
Central Park Group, LLC October 2007 - Present
State Street Global Advisors December 2003 - September 2007
MFS Investment Management September 2002 - December 2003
Education
Fairfield University 1998 — 2002
BA
Graham Kimmerer, CRPC®'s MFS Investment Management Experience February 2014 - Present
Job Senior Regional Sales Representative Internal Wholesaler at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management February 2014 - Present
MFS Investment Management December 2013 - February 2014
Morgan Stanley Wealth Management July 2012 - December 2013
Bank of America April 2010 - July 2012
Skills
Finance, Financial Services, Investments, Management, Mutual Funds, Portfolio Management, Sales, Wealth Management
Education
Gettysburg College 2004 — 2008
BA, English Literature
Hopatcong High School 2000 — 2004
MFS Investment Management February 2014 - Present
MFS Investment Management December 2013 - February 2014
Morgan Stanley Wealth Management July 2012 - December 2013
Bank of America April 2010 - July 2012
Skills
Finance, Financial Services, Investments, Management, Mutual Funds, Portfolio Management, Sales, Wealth Management
Education
Gettysburg College 2004 — 2008
BA, English Literature
Hopatcong High School 2000 — 2004
Bill Hurley's MFS Investment Management Experience 2000 - 2002
Job Senior Research Analyst at Northern Trust
Industry Investment Management
Experience
Northern Trust 2004 - Present
Empirical Brewery 2011 - Present
MFS Investment Management 2000 - 2002
Education
Northwestern University - Kellogg School of Management 2002 — 2004
MBA, Finance, Strategy, Marketing
Georgetown University - The McDonough School of Business 1992 — 1996
BSBA, Finance, International Business
Northern Trust 2004 - Present
Empirical Brewery 2011 - Present
MFS Investment Management 2000 - 2002
Education
Northwestern University - Kellogg School of Management 2002 — 2004
MBA, Finance, Strategy, Marketing
Georgetown University - The McDonough School of Business 1992 — 1996
BSBA, Finance, International Business
Ray LaPointe's MFS Investment Management Experience April 2001 - October 2006
Job Financial Services Professional
Industry Financial Services
Experience
Verrazano Consulting Solutions 2011 - Present
Loomis Sayles November 2006 - August 2007
MFS Investment Management April 2001 - October 2006
MFS Investment Management August 2000 - April 2001
Wellington Management March 2000 - June 2000
Investors Bank & Trust May 1998 - October 1999
Skills
Fixed Income, Equities, Back Office, Securities, Bloomberg, Trading, Process Improvement, Settlement, Software Documentation, User Acceptance Testing, SWIFT payments, Microsoft Office, Foreign Exchange, Hedge Funds, Derivatives, Alternative Investments, Business Analysis, Middle Office, Trading Systems, Fund Accounting, Vendor Management, Risk Management, Financial Services, Mutual Funds, Bonds
Education
Endicott College 1994 — 1998
Bachelor, Business Administration
Verrazano Consulting Solutions 2011 - Present
Loomis Sayles November 2006 - August 2007
MFS Investment Management April 2001 - October 2006
MFS Investment Management August 2000 - April 2001
Wellington Management March 2000 - June 2000
Investors Bank & Trust May 1998 - October 1999
Skills
Fixed Income, Equities, Back Office, Securities, Bloomberg, Trading, Process Improvement, Settlement, Software Documentation, User Acceptance Testing, SWIFT payments, Microsoft Office, Foreign Exchange, Hedge Funds, Derivatives, Alternative Investments, Business Analysis, Middle Office, Trading Systems, Fund Accounting, Vendor Management, Risk Management, Financial Services, Mutual Funds, Bonds
Education
Endicott College 1994 — 1998
Bachelor, Business Administration
Todd Crawley's MFS Investment Management Experience 1997 - 2007
Job Divisional Sales Manager at Wells Fargo Advantage Funds
Industry Financial Services
Experience
Wells Fargo Asset Management 2007 - Present
Wells Fargo Asset Management 2007 - Present
MFS Investment Management 1997 - 2007
MFS Financial Distributors 1997 - 2007
Prudential Financial 1994 - 1997
Skills
Mutual Funds, Fixed Annuities, Series 63, Series 24, Series 7
Education
Suffolk University - Sawyer Business School 1992 — 1993
MBA, Finance
Florida Southern College 1988 — 1990
BS, Science
Wells Fargo Asset Management 2007 - Present
Wells Fargo Asset Management 2007 - Present
MFS Investment Management 1997 - 2007
MFS Financial Distributors 1997 - 2007
Prudential Financial 1994 - 1997
Skills
Mutual Funds, Fixed Annuities, Series 63, Series 24, Series 7
Education
Suffolk University - Sawyer Business School 1992 — 1993
MBA, Finance
Florida Southern College 1988 — 1990
BS, Science
Jennie Chu's MFS Investment Management Experience 2002 - 2008
Job Independent Graphic Designer
Industry Writing and Editing
Experience
MFS Investment Management 2002 - 2008
Fidelity Investments 1997 - 2002
Skills
Adobe Creative Suite, Marketing Communications, InDesign, Illustrator, Adobe Acrobat, Photoshop
Education
Emerson College 2008 — 2012
Master of Fine Arts (MFA), Creative Writing – Nonfiction, 3.9
MFS Investment Management 2002 - 2008
Fidelity Investments 1997 - 2002
Skills
Adobe Creative Suite, Marketing Communications, InDesign, Illustrator, Adobe Acrobat, Photoshop
Education
Emerson College 2008 — 2012
Master of Fine Arts (MFA), Creative Writing – Nonfiction, 3.9
Dwana Billings-Watson's MFS Investment Management Experience Home & School Committee PresidentSacred Heart School2010 - 2011
Job Sr. Account Management Coordinator at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management Home & School Committee PresidentSacred Heart School2010 - 2011
MFS Investment Management 2004 - 2010
Columbia Management Group 1997 - 2004
Education
Emmanuel College 1999 — 2003
Bachelors, Arts & Sciences
MFS Investment Management Home & School Committee PresidentSacred Heart School2010 - 2011
MFS Investment Management 2004 - 2010
Columbia Management Group 1997 - 2004
Education
Emmanuel College 1999 — 2003
Bachelors, Arts & Sciences
John F. Delaney III's MFS Investment Management Experience January 1998 - September 2003
Job Fund Services Professional
Industry Financial Services
Experience
Robert Half Management Resources January 2015 - Present
BNY Mellon January 2010 - May 2014
John Hancock Financial Services December 2004 - January 2009
State Street September 2003 - December 2004
MFS Investment Management January 1998 - September 2003
Skills
Hedge Funds, Fund Administration, Management Consulting, Investment Operations, Financial Reporting, Variance Analysis, Expenses, Fund Accounting, Fund Of Funds, Bloomberg, Mutual Funds, Investments, Securities Lending, Valuation, Middle Office, Back Office, Private Equity, Portfolio Management, Options, Bonds, Derivatives, Corporate Actions, Alternative Investments, Securities, Asset Management, Fixed Income
Education
Fairfield University 1984 — 1989
Bachelor of Science (BS), Finance
University of Bridgeport 1982 — 1984
Marine Biology and Biological Oceanography
Robert Half Management Resources January 2015 - Present
BNY Mellon January 2010 - May 2014
John Hancock Financial Services December 2004 - January 2009
State Street September 2003 - December 2004
MFS Investment Management January 1998 - September 2003
Skills
Hedge Funds, Fund Administration, Management Consulting, Investment Operations, Financial Reporting, Variance Analysis, Expenses, Fund Accounting, Fund Of Funds, Bloomberg, Mutual Funds, Investments, Securities Lending, Valuation, Middle Office, Back Office, Private Equity, Portfolio Management, Options, Bonds, Derivatives, Corporate Actions, Alternative Investments, Securities, Asset Management, Fixed Income
Education
Fairfield University 1984 — 1989
Bachelor of Science (BS), Finance
University of Bridgeport 1982 — 1984
Marine Biology and Biological Oceanography
Keith Ducey's MFS Investment Management Experience March 2015 - Present
Job Assistant Vice President, Payroll Manager at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management March 2015 - Present
MFS Investment Management 2008 - February 2015
Natixis Global Associates 2006 - 2008
State Street Research and Management Company 2000 - 2005
Concentra 1996 - 1999
Boston Communications Group 1995 - 1996
Skills
Human Resources, Ceridian, Payroll, Vendor Management, Employee Benefits, Personnel Management, PeopleSoft, HRIS, Customer Service, Onboarding, Employee Relations, Deferred Compensation, Performance Management, Management
Education
Emerson College
BS, Communications and Management
MFS Investment Management March 2015 - Present
MFS Investment Management 2008 - February 2015
Natixis Global Associates 2006 - 2008
State Street Research and Management Company 2000 - 2005
Concentra 1996 - 1999
Boston Communications Group 1995 - 1996
Skills
Human Resources, Ceridian, Payroll, Vendor Management, Employee Benefits, Personnel Management, PeopleSoft, HRIS, Customer Service, Onboarding, Employee Relations, Deferred Compensation, Performance Management, Management
Education
Emerson College
BS, Communications and Management
Bernardo Lozano's MFS Investment Management Experience 1994 - 2005
Job Regional Vice President at Ivy Global Investors
Industry Investment Management
Experience
Ivy Global Investors June 2014 - Present
Emerging Managers Group / Selector March 2011 - May 2014
Sun Life Financial January 2008 - September 2010
Wells Fargo Advisors (Wachovia Securities Financial Network) 2005 - 2007
MFS Investment Management 1994 - 2005
Skills
Mutual Funds, Sales Management, Wealth Management, Investments, Asset Managment, Alternative Investments, Series 63, Retirement, Investment Strategies, Separately Managed..., Financial Markets, Pensions, Capital Markets, Equities, Hedge Funds, Investment Advisory, Series 7, Estate Planning, Private Banking, Retirement Planning, Asset Management, Wealth Management..., Securities, Financial Services, Investment Banking, Fixed Income, Wealth, Portfolio Management, ETFs, Investment Management, Financial Advisory, FINRA, Fund Of Funds, Asset Allocation, Private Equity, Bonds, Series 24, Bloomberg, Series 65, Banking, High Net Worth..., Structured Products
Education
Florida International University - College of Business Administration 1979 — 1982
BA, Finance, Accounting
Miami Dade College
Bachelor of Arts (BA), Business Administration and Management, General
Ivy Global Investors June 2014 - Present
Emerging Managers Group / Selector March 2011 - May 2014
Sun Life Financial January 2008 - September 2010
Wells Fargo Advisors (Wachovia Securities Financial Network) 2005 - 2007
MFS Investment Management 1994 - 2005
Skills
Mutual Funds, Sales Management, Wealth Management, Investments, Asset Managment, Alternative Investments, Series 63, Retirement, Investment Strategies, Separately Managed..., Financial Markets, Pensions, Capital Markets, Equities, Hedge Funds, Investment Advisory, Series 7, Estate Planning, Private Banking, Retirement Planning, Asset Management, Wealth Management..., Securities, Financial Services, Investment Banking, Fixed Income, Wealth, Portfolio Management, ETFs, Investment Management, Financial Advisory, FINRA, Fund Of Funds, Asset Allocation, Private Equity, Bonds, Series 24, Bloomberg, Series 65, Banking, High Net Worth..., Structured Products
Education
Florida International University - College of Business Administration 1979 — 1982
BA, Finance, Accounting
Miami Dade College
Bachelor of Arts (BA), Business Administration and Management, General
Liam Hoare's MFS Investment Management Experience April 2012 - October 2013
Job Business Development Analyst at The Boston Company Asset Management, LLC
Industry Financial Services
Experience
The Boston Company Asset Management, LLC October 2013 - Present
MFS Investment Management April 2012 - October 2013
The Chertoff Group June 2011 - August 2011
MFS Investment Management June 2010 - February 2011
MFS Investment Management January 2010 - June 2010
Education
Merrimack College 2007 — 2012
Georgetown University 2011 — 2011
Semester in Washington
The Boston Company Asset Management, LLC October 2013 - Present
MFS Investment Management April 2012 - October 2013
The Chertoff Group June 2011 - August 2011
MFS Investment Management June 2010 - February 2011
MFS Investment Management January 2010 - June 2010
Education
Merrimack College 2007 — 2012
Georgetown University 2011 — 2011
Semester in Washington
Mary E. Monahan's MFS Investment Management Experience 2010 - 2011
Job Scrum Master Project Manager Sr. Business Analyst
Industry Financial Services
Experience
Blue Cross Blue Shield of Massachusetts July 2015 - Present
John Hancock Financial Services January 2014 - January 2015
Fidelity Investments May 2012 - January 2014
Fidelity Investments June 2011 - May 2012
MFS Investment Management 2010 - 2011
Putnam Investments 2005 - 2009
Putnam Investments 2004 - 2005
MPI Software 2002 - 2004
Commonwealth of Massachusetts 2001 - 2002
Fidelity Investments 2000 - 2001
Skills
Project Management, Business Analysis, Financial Services, SDLC, Fixed Income, Equities, Quality Center, Vendor Management, Visio, MS Project, Corporate Actions, SQL, Testing, Securities, Requirements Gathering, Trading Systems, Portfolio Management, Investments, Derivatives, System Migration, System Implementations, Requirements Analysis, System Requirements, Agile Methodologies, Scrum
Education
Suffolk University 1982 — 1984
BSBA, Management
Fisher College 1980 — 1982
AS, Accounting
Villanova University
Master Certificate, Project Management
Blue Cross Blue Shield of Massachusetts July 2015 - Present
John Hancock Financial Services January 2014 - January 2015
Fidelity Investments May 2012 - January 2014
Fidelity Investments June 2011 - May 2012
MFS Investment Management 2010 - 2011
Putnam Investments 2005 - 2009
Putnam Investments 2004 - 2005
MPI Software 2002 - 2004
Commonwealth of Massachusetts 2001 - 2002
Fidelity Investments 2000 - 2001
Skills
Project Management, Business Analysis, Financial Services, SDLC, Fixed Income, Equities, Quality Center, Vendor Management, Visio, MS Project, Corporate Actions, SQL, Testing, Securities, Requirements Gathering, Trading Systems, Portfolio Management, Investments, Derivatives, System Migration, System Implementations, Requirements Analysis, System Requirements, Agile Methodologies, Scrum
Education
Suffolk University 1982 — 1984
BSBA, Management
Fisher College 1980 — 1982
AS, Accounting
Villanova University
Master Certificate, Project Management
Michael O'Donovan, ARPC's MFS Investment Management Experience January 2015 - Present
Job Director at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management January 2015 - Present
MFS Investment Management March 2013 - Present
MFS Investment Management March 2010 - Present
MFS Investment Management February 2007 - Present
MFS Investment Management August 2005 - Present
MFS Investment Management May 2005 - Present
MFS Investment Management September 2002 - Present
Education
Fairfield University 1998 — 2002
Boston Latin Academy
MFS Investment Management January 2015 - Present
MFS Investment Management March 2013 - Present
MFS Investment Management March 2010 - Present
MFS Investment Management February 2007 - Present
MFS Investment Management August 2005 - Present
MFS Investment Management May 2005 - Present
MFS Investment Management September 2002 - Present
Education
Fairfield University 1998 — 2002
Boston Latin Academy
Michelle Flatt's MFS Investment Management Experience March 1999 - September 2003
Job Certified Healthcare Access Associate
Industry Hospital & Health Care
Experience
The University of Vermont Health Network - Champlain Valley Physicians Hospital November 2014 - Present
Target October 2011 - July 2015
Harold L Way General Construction January 2014 - September 2014
Walmart September 2010 - August 2011
Administaff September 2003 - June 2004
MFS Investment Management March 1999 - September 2003
Putnam Investments November 1996 - May 1998
Scudder Investments 1992 - 1994
Scudder Investments 1992 - 1993
Skills
Customer Service, Employee Relations, Call Center, Management, Employee Training, Vendor Management, Process Improvement, Retail, Human Resources, Inventory Management, Sales, Customer Retention, Time Management, Customer Experience, Data Entry, Hiring
Education
Emerson College 1993 — 1995
Candidate For M.A., Business Communications & Public Relations
State University of New York College at Plattsburgh 1986 — 1991
B.S., Communications
The University of Vermont Health Network - Champlain Valley Physicians Hospital November 2014 - Present
Target October 2011 - July 2015
Harold L Way General Construction January 2014 - September 2014
Walmart September 2010 - August 2011
Administaff September 2003 - June 2004
MFS Investment Management March 1999 - September 2003
Putnam Investments November 1996 - May 1998
Scudder Investments 1992 - 1994
Scudder Investments 1992 - 1993
Skills
Customer Service, Employee Relations, Call Center, Management, Employee Training, Vendor Management, Process Improvement, Retail, Human Resources, Inventory Management, Sales, Customer Retention, Time Management, Customer Experience, Data Entry, Hiring
Education
Emerson College 1993 — 1995
Candidate For M.A., Business Communications & Public Relations
State University of New York College at Plattsburgh 1986 — 1991
B.S., Communications
Craig Cheney's MFS Investment Management Experience 1994 - 2000
Job Branch Director / Private Wealth Manager Upstream Investment Partners
Industry Financial Services
Experience
Upstream Investment Partners, LLC August 2012 - Present
Sage Wealth Management LLC / MassMutual August 2010 - August 2012
LPL January 2010 - May 2011
Massachusetts Mutual 2005 - 2008
MFS Investment Management 1994 - 2000
Skills
Retirement, Life Insurance, Insurance, Securities, Investments, Finance, Financial Advisory, Mutual Funds, Retirement Planning, Series 7, Series 63, Wealth
Education
Eastern Oregon University 1972 — 1975
Upstream Investment Partners, LLC August 2012 - Present
Sage Wealth Management LLC / MassMutual August 2010 - August 2012
LPL January 2010 - May 2011
Massachusetts Mutual 2005 - 2008
MFS Investment Management 1994 - 2000
Skills
Retirement, Life Insurance, Insurance, Securities, Investments, Finance, Financial Advisory, Mutual Funds, Retirement Planning, Series 7, Series 63, Wealth
Education
Eastern Oregon University 1972 — 1975
Diana Parton's MFS Investment Management Experience August 2003 - July 2012
Job Programmer/Analyst at MFS Investment Management (Retired)
Industry Information Technology and Services
Experience
MFS Investment Management August 2003 - July 2012
Skills
SQL, SDLC, Microsoft SQL Server, Oracle
Education
Gettysburg College
English Literature
University of Maryland College Park
Computer Science
MFS Investment Management August 2003 - July 2012
Skills
SQL, SDLC, Microsoft SQL Server, Oracle
Education
Gettysburg College
English Literature
University of Maryland College Park
Computer Science
Matthew Ruscitto's MFS Investment Management Experience November 2012 - Present
Job Fixed Income Trader at MFS Investment Management
Industry Investment Banking
Experience
MFS Investment Management November 2012 - Present
MFS Investment Management July 2010 - November 2012
UBS AG, Investment Bank July 2007 - January 2010
BANK OF AMERICA May 2006 - July 2007
Skills
Fixed Income, Emerging Markets, Foreign Exchange
Education
Fairfield University 2001 — 2005
St. Sebastian's 1995 — 2001
MFS Investment Management November 2012 - Present
MFS Investment Management July 2010 - November 2012
UBS AG, Investment Bank July 2007 - January 2010
BANK OF AMERICA May 2006 - July 2007
Skills
Fixed Income, Emerging Markets, Foreign Exchange
Education
Fairfield University 2001 — 2005
St. Sebastian's 1995 — 2001
Jessica Camille Elas's MFS Investment Management Experience September 2010 - May 2011
Job Certified Financial Counselor at American Consumer Credit Counseling, Inc.
Industry Financial Services
Experience
American Consumer Credit Counseling July 2011 - Present
MFS Investment Management September 2010 - May 2011
Lexus of Watertown September 2009 - September 2010
Nine West Group November 2006 - August 2009
Skills
Training, Customer Satisfaction, Customer Service, Budget, Debt Management, Credit Counseling, Business Coaching, Customer Service..., Budgets, Finance, Financial Analysis, Public Speaking
Education
Laboure College 2015 — 2016
Associates degree, Registered Nursing/Registered Nurse
Eastern Nazarene College 2006 — 2009
Bachelor's degree, Business Management
American Consumer Credit Counseling July 2011 - Present
MFS Investment Management September 2010 - May 2011
Lexus of Watertown September 2009 - September 2010
Nine West Group November 2006 - August 2009
Skills
Training, Customer Satisfaction, Customer Service, Budget, Debt Management, Credit Counseling, Business Coaching, Customer Service..., Budgets, Finance, Financial Analysis, Public Speaking
Education
Laboure College 2015 — 2016
Associates degree, Registered Nursing/Registered Nurse
Eastern Nazarene College 2006 — 2009
Bachelor's degree, Business Management
Dion Rooney's MFS Investment Management Experience November 1995 - Present
Job Director at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management November 1995 - Present
MFS Investment Management November 1995 - Present
Skills
Mutual Funds, Client seminars, mutual...
Education
Elmhurst College 1980 — 1984
MFS Investment Management November 1995 - Present
MFS Investment Management November 1995 - Present
Skills
Mutual Funds, Client seminars, mutual...
Education
Elmhurst College 1980 — 1984
Dennis Blue's MFS Investment Management Experience August 1994 - April 1996
Job Wealth Director Eastern Carolinas Region at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management April 2012 - Present
BB&T January 2010 - April 2012
Nationwide Financial May 2007 - March 2009
BB&T December 2000 - May 2007
Scudder Kemper Investments April 1996 - December 2000
MFS Investment Management August 1994 - April 1996
Skills
Wealth Management..., Private Banking, Retirement Planning, Strategic Leadership, Leadership Development, Sales Leadership, Collaborative Leadership, Diversity & Inclusion, Trust Services, Portfolio Management, Wealth Preservation..., Investment Brokerage, Investment Advisory, Retirement, Relationship Management, Sales Management, Investment Management, Banking, Financial Advisory, Securities, Financial Services, Strategy, Fixed Annuities, Series 7, Wealth, Insurance, Series 65
Education
Guilford College
B.A., Major: Political Science
Farr Associates
Mastering Leadership Dynamics, Senior Leadership Development
PNC Wealth Management April 2012 - Present
BB&T January 2010 - April 2012
Nationwide Financial May 2007 - March 2009
BB&T December 2000 - May 2007
Scudder Kemper Investments April 1996 - December 2000
MFS Investment Management August 1994 - April 1996
Skills
Wealth Management..., Private Banking, Retirement Planning, Strategic Leadership, Leadership Development, Sales Leadership, Collaborative Leadership, Diversity & Inclusion, Trust Services, Portfolio Management, Wealth Preservation..., Investment Brokerage, Investment Advisory, Retirement, Relationship Management, Sales Management, Investment Management, Banking, Financial Advisory, Securities, Financial Services, Strategy, Fixed Annuities, Series 7, Wealth, Insurance, Series 65
Education
Guilford College
B.A., Major: Political Science
Farr Associates
Mastering Leadership Dynamics, Senior Leadership Development
Alexander Hadden's MFS Investment Management Experience May 2011 - August 2011
Job Associate Producer at Interloper Films
Industry Entertainment
Experience
Interloper Films December 2014 - May 2015
Interloper Films September 2013 - May 2015
Interloper Films July 2013 - September 2013
Scout Productions June 2012 - August 2012
MFS Investment Management May 2011 - August 2011
Skills
Final Cut Pro, Avid Media Composer, Video Editing, Adobe Creative Suite, Photoshop, Camera Operating, Photography, Illustrator, InDesign, Dreamweaver, Graphic Design, After Effects, Social Media, Microsoft Office, Premiere, PowerPoint, QuarkXPress
Education
Elon University 2009 — 2013
Bachelor of Arts (BA), Media Arts and Entertainment
Buckingham, Browne & Nichols 2005 — 2009
Interloper Films December 2014 - May 2015
Interloper Films September 2013 - May 2015
Interloper Films July 2013 - September 2013
Scout Productions June 2012 - August 2012
MFS Investment Management May 2011 - August 2011
Skills
Final Cut Pro, Avid Media Composer, Video Editing, Adobe Creative Suite, Photoshop, Camera Operating, Photography, Illustrator, InDesign, Dreamweaver, Graphic Design, After Effects, Social Media, Microsoft Office, Premiere, PowerPoint, QuarkXPress
Education
Elon University 2009 — 2013
Bachelor of Arts (BA), Media Arts and Entertainment
Buckingham, Browne & Nichols 2005 — 2009
Angel Robinson's MFS Investment Management Experience January 2005 - December 2007
Job Accountant at Preservation of Affordable Housing
Industry Real Estate
Experience
Preservation of Affordable Housing October 2007 - Present
MFS Investment Management January 2005 - December 2007
Education
Northeastern University 2008 — 2011
Bachelor of Applied Science (B.A.Sc.), Finance and Accounting Management
Eastern Nazarene College 2006 — 2008
Associate's degree, Business/Commerce, General
Preservation of Affordable Housing October 2007 - Present
MFS Investment Management January 2005 - December 2007
Education
Northeastern University 2008 — 2011
Bachelor of Applied Science (B.A.Sc.), Finance and Accounting Management
Eastern Nazarene College 2006 — 2008
Associate's degree, Business/Commerce, General
JT Lavery's MFS Investment Management Experience September 2000 - April 2004
Job Client Relationship Rep at Kforce Inc.
Industry Financial Services
Experience
Kforce Inc. February 2012 - Present
Fidelity Investments January 2006 - February 2012
Sun Life Financial April 2004 - November 2005
MFS Investment Management September 2000 - April 2004
Skills
Series 63
Education
Eastern Connecticut State University 1995 — 1998
BS, Communications, Business
Kforce Inc. February 2012 - Present
Fidelity Investments January 2006 - February 2012
Sun Life Financial April 2004 - November 2005
MFS Investment Management September 2000 - April 2004
Skills
Series 63
Education
Eastern Connecticut State University 1995 — 1998
BS, Communications, Business
Al O'Donovan's MFS Investment Management Experience July 1998 - September 2003
Job Graduate Student, MBA Candidate
Industry Primary/Secondary Education
Experience
Brighton High School September 2013 - Present
Somers' Pubs Corp. October 2004 - August 2013
MFS Investment Management July 1998 - September 2003
Skills
Customer Service, Budgets, Mutual Funds, Microsoft Excel, Microsoft Office, Microsoft Word, Community Outreach, Event Planning, Public Speaking, Research, Portfolio Management, Teaching, Investments, Equities, Nonprofits, Sales
Education
Northeastern University 2012 — 2016
MBA in Progress, Business, Management, Marketing and Supply Chain
Eastern Nazarene College 2006 — 2009
BS, Business Administration and Management, General
University of Massachusetts, Amherst 1993 — 1996
Brighton High School September 2013 - Present
Somers' Pubs Corp. October 2004 - August 2013
MFS Investment Management July 1998 - September 2003
Skills
Customer Service, Budgets, Mutual Funds, Microsoft Excel, Microsoft Office, Microsoft Word, Community Outreach, Event Planning, Public Speaking, Research, Portfolio Management, Teaching, Investments, Equities, Nonprofits, Sales
Education
Northeastern University 2012 — 2016
MBA in Progress, Business, Management, Marketing and Supply Chain
Eastern Nazarene College 2006 — 2009
BS, Business Administration and Management, General
University of Massachusetts, Amherst 1993 — 1996
Patrick MacDonnell's MFS Investment Management Experience October 1997 - August 2004
Job Mutual Fund Tax AVP at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services July 2011 - Present
Ernst & Young August 2004 - July 2011
MFS Investment Management October 1997 - August 2004
Skills
CPA
Education
Fairfield University 1990 — 1994
BA Economics
Suffolk University 2000 — 2003
Master of Business Administration (MBA)
John Hancock Financial Services July 2011 - Present
Ernst & Young August 2004 - July 2011
MFS Investment Management October 1997 - August 2004
Skills
CPA
Education
Fairfield University 1990 — 1994
BA Economics
Suffolk University 2000 — 2003
Master of Business Administration (MBA)
Faith Moore's MFS Investment Management Experience August 2013 - Present
Job Project Coordinator at MFS Investment Management
Industry Internet
Experience
MFS Investment Management August 2013 - Present
TripAdvisor 2012 - 2013
Wayfair August 2010 - July 2011
Stajez Dance Company December 2008 - October 2010
Granite Telecommunications October 2006 - October 2008
First Marblehead Education Resources June 2004 - February 2006
Skills
Training, Customer Service, Event Planning, Event Photography, Sales Management, Quality Assurance, Coordination, HR Policies, Recruiting, Outlook, Microsoft Office, Microsoft Word, Microsoft Excel
Education
Gibbs College-Boston 2009 — 2011
Associate's degree, Business Administration and Management, General
MFS Investment Management August 2013 - Present
TripAdvisor 2012 - 2013
Wayfair August 2010 - July 2011
Stajez Dance Company December 2008 - October 2010
Granite Telecommunications October 2006 - October 2008
First Marblehead Education Resources June 2004 - February 2006
Skills
Training, Customer Service, Event Planning, Event Photography, Sales Management, Quality Assurance, Coordination, HR Policies, Recruiting, Outlook, Microsoft Office, Microsoft Word, Microsoft Excel
Education
Gibbs College-Boston 2009 — 2011
Associate's degree, Business Administration and Management, General
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group