MFS Investment Management
Industry: Investment management company
DescriptionMFS Investment Management is an American-based global investment manager, formerly known as Massachusetts Financial Services. Founded in 1924, MFS is one of the oldest asset management companies in the world and has been credited with pioneering the mutual fund. Assets under management: 448.7 billion USD (April 30, 2017) CEO: Robert J Manning (2004–) Headquarters: Boston, Massachusetts, United States Parent organization: Sun Life Financial
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MFS Investment Management Employees
Employee
Years
Job
Industry
Andrew Traverse Andrew Traverse's MFS Investment Management Experience October 2014 - Present
Job Sales Analyst
Industry Financial Services
Experience
MFS Investment Management October 2014 - Present
Boston Financial Data Services April 2012 - October 2014
Boston Financial Data Services May 2011 - April 2012
Skills
Microsoft Office, Salesforce.com, Research, Data Analysis, PowerPoint, Lead Generation, Microsoft Word, Microsoft Excel, Business Development, Market Research, Class Actions, Social Media, Quality Assurance, Staff Supervision, Customer Service, PACER, Courtlink, Sales, Analysis, Financial Services, Financial Analysis
Education
University of Wisconsin-Madison 2007 — 2011
Bachelor of Arts, French
Institut catholique de Paris 2010 — 2010
French Language and Literature
MFS Investment Management October 2014 - Present
Boston Financial Data Services April 2012 - October 2014
Boston Financial Data Services May 2011 - April 2012
Skills
Microsoft Office, Salesforce.com, Research, Data Analysis, PowerPoint, Lead Generation, Microsoft Word, Microsoft Excel, Business Development, Market Research, Class Actions, Social Media, Quality Assurance, Staff Supervision, Customer Service, PACER, Courtlink, Sales, Analysis, Financial Services, Financial Analysis
Education
University of Wisconsin-Madison 2007 — 2011
Bachelor of Arts, French
Institut catholique de Paris 2010 — 2010
French Language and Literature
Gildardo Alzate Gildardo Alzate's MFS Investment Management Experience June 2013 - August 2013
Job Recruiter Assistant | Talent Fusion by Monster
Industry Staffing and Recruiting
Experience
Talent Fusion by Monster June 2015 - Present
Hyundai Village of Danvers December 2014 - June 2015
Bunker Hill Community College September 2013 - December 2014
Chelsea District Court May 2014 - August 2014
DCAMM Division of Capital Asset Management and Maintenance January 2014 - May 2014
UMass Boston September 2013 - May 2014
MFS Investment Management June 2013 - August 2013
UMass Boston September 2012 - May 2013
Jumpstart September 2011 - September 2012
Boys and Girls Clubs of America June 2012 - August 2012
Skills
PowerPoint, Research, Microsoft Word, Microsoft Excel, Public Speaking, Teaching, Customer Service, Event Planning, Editing, Community Outreach, Facebook, Microsoft Office, English, Social Media, Teamwork, Team Leadership, HTML, Coordination, Legal Assistance, Leadership, Team Building, Budgets, Time Management, Outlook, Fundraising
Education
University of Massachusetts Boston 2010 — 2014
Bachelor's degree, Criminal Justice and Political Justice, Senior
Harvard University, John F. Kennedy School of Government 2013 — 2013
Executive Education Certificate, Latino Leadership Initiative
Talent Fusion by Monster June 2015 - Present
Hyundai Village of Danvers December 2014 - June 2015
Bunker Hill Community College September 2013 - December 2014
Chelsea District Court May 2014 - August 2014
DCAMM Division of Capital Asset Management and Maintenance January 2014 - May 2014
UMass Boston September 2013 - May 2014
MFS Investment Management June 2013 - August 2013
UMass Boston September 2012 - May 2013
Jumpstart September 2011 - September 2012
Boys and Girls Clubs of America June 2012 - August 2012
Skills
PowerPoint, Research, Microsoft Word, Microsoft Excel, Public Speaking, Teaching, Customer Service, Event Planning, Editing, Community Outreach, Facebook, Microsoft Office, English, Social Media, Teamwork, Team Leadership, HTML, Coordination, Legal Assistance, Leadership, Team Building, Budgets, Time Management, Outlook, Fundraising
Education
University of Massachusetts Boston 2010 — 2014
Bachelor's degree, Criminal Justice and Political Justice, Senior
Harvard University, John F. Kennedy School of Government 2013 — 2013
Executive Education Certificate, Latino Leadership Initiative
Kelly Ann Brennan Kelly Ann Brennan's MFS Investment Management Experience 1999 - 2000
Job Vice President, Marketing at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation June 2015 - Present
Marketing Strategy and Communications Advisor January 2015 - Present
Allstate September 2013 - December 2014
Allstate Insurance Company May 2010 - September 2013
Allstate Insurance Company February 2009 - May 2010
Allstate Insurance Company 2000 - February 2009
MFS Investment Management 1999 - 2000
Fidelity Investments 1993 - 1999
Patient Information Corporation 1991 - 1993
Skills
Insurance, Strategic Planning, Underwriting, Strategy, Product Marketing, Marketing Strategy, Integrated Marketing, Program Management, B2B, Strategic Communications, Financial Services, Investments, Property & Casualty..., Life Insurance, Marketing, Fixed Annuities, Cross-functional Team..., Leadership, Management, Corporate Communications, Process Improvement, Marketing Communications, Marketing Management, Retirement, B2B Marketing, Customer Retention, Retirement Planning, Product Launch, Analytics, Competitive Analysis, Segmentation, Series 63, Thought Leadership, Direct Marketing, Relationship Management, Series 7, Mutual Funds, Multi-channel Marketing, CRM, Customer Acquisition
Education
Lake Forest Graduate School of Management 2008 — 2011
Master of Business Administration (M.B.A.), Global Business Specialization, Valedictorian and Hotchkiss Scholar for High Honors / Summa cum Laude
Marquette University 1986 — 1990
B.S. in Business Administration, International Business and Marketing
The American University of Paris 1989 — 1989
International Business and Marketing
E*TRADE Financial Corporation June 2015 - Present
Marketing Strategy and Communications Advisor January 2015 - Present
Allstate September 2013 - December 2014
Allstate Insurance Company May 2010 - September 2013
Allstate Insurance Company February 2009 - May 2010
Allstate Insurance Company 2000 - February 2009
MFS Investment Management 1999 - 2000
Fidelity Investments 1993 - 1999
Patient Information Corporation 1991 - 1993
Skills
Insurance, Strategic Planning, Underwriting, Strategy, Product Marketing, Marketing Strategy, Integrated Marketing, Program Management, B2B, Strategic Communications, Financial Services, Investments, Property & Casualty..., Life Insurance, Marketing, Fixed Annuities, Cross-functional Team..., Leadership, Management, Corporate Communications, Process Improvement, Marketing Communications, Marketing Management, Retirement, B2B Marketing, Customer Retention, Retirement Planning, Product Launch, Analytics, Competitive Analysis, Segmentation, Series 63, Thought Leadership, Direct Marketing, Relationship Management, Series 7, Mutual Funds, Multi-channel Marketing, CRM, Customer Acquisition
Education
Lake Forest Graduate School of Management 2008 — 2011
Master of Business Administration (M.B.A.), Global Business Specialization, Valedictorian and Hotchkiss Scholar for High Honors / Summa cum Laude
Marquette University 1986 — 1990
B.S. in Business Administration, International Business and Marketing
The American University of Paris 1989 — 1989
International Business and Marketing
James Walden's MFS Investment Management Experience November 2014 - Present
Job Director, Investment Specialist Group at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management November 2014 - Present
American Century Investments February 2000 - November 2014
Transamerica February 1999 - February 2000
Great Plains Trust Company January 1998 - January 1999
JP Morgan/American Century Retirement Plan Services January 1995 - January 1998
American Century Investments January 1993 - January 1995
American Century Investments July 1990 - January 1993
Skills
Retirement Planning, Pensions, Mutual Funds, Asset Allocation, Wealth Management, Series 63, Portfolio Management, Investment Advisory, Investment Strategies, Investment Management, Strategic Financial..., Investments, Asset Management, Money Management, Fixed Income Portfolio..., Stock Market, Capital Markets, Series 6, Wealth Accumulation..., ETFs, Separately Managed...
Education
Kansas State University 1986 — 1990
Bachelor of Science (BS), Business Administration, Finance
MFS Investment Management November 2014 - Present
American Century Investments February 2000 - November 2014
Transamerica February 1999 - February 2000
Great Plains Trust Company January 1998 - January 1999
JP Morgan/American Century Retirement Plan Services January 1995 - January 1998
American Century Investments January 1993 - January 1995
American Century Investments July 1990 - January 1993
Skills
Retirement Planning, Pensions, Mutual Funds, Asset Allocation, Wealth Management, Series 63, Portfolio Management, Investment Advisory, Investment Strategies, Investment Management, Strategic Financial..., Investments, Asset Management, Money Management, Fixed Income Portfolio..., Stock Market, Capital Markets, Series 6, Wealth Accumulation..., ETFs, Separately Managed...
Education
Kansas State University 1986 — 1990
Bachelor of Science (BS), Business Administration, Finance
Jari Vasicko Jari Vasicko's MFS Investment Management Experience May 2008 - January 2009
Job Owner / Operator
Industry Health, Wellness and Fitness
Experience
Self - Employed May 2014 - Present
Bluerock Capital Markets, LLC September 2013 - April 2014
KBR Capital Markets, LLC November 2012 - September 2013
Octavus Group, LLC June 2010 - November 2012
MFS Investment Management May 2008 - January 2009
Wells Fargo December 2003 - April 2008
Strong Capital Management June 2001 - November 2003
Strong Capital Management July 2000 - May 2001
Skills
Series 63, Series 7, Alternative Investments, Investments, ETFs, Asset Allocation, Investment Advisory, Series 6, Wealth Management, Retirement Planning, Asset Managment, Investment Management, Series 24, Separately Managed..., Investment Strategies, Financial Services, Securities, Series 65, Hedge Funds, Retirement, Equities, Fixed Income, Financial Planning, Relationship Management, Bloomberg, Equity Research, Capital Markets, Commodity, Private Equity, IRAs, Due Diligence, Financial Advisory, Wealth Management..., Sales, Wealth, Bonds, Wealth Accumulation, Financial Modeling, High Net Worth..., Real Estate, Business Relationship..., Pensions
Education
Lawrence University 1996 — 2000
Bachelor of Arts, Economics, Cum Laude
The Governor's Academy (formerly Governor Dummer Academy) 1992 — 1996
High School Diploma, Cum Laude, General
Self - Employed May 2014 - Present
Bluerock Capital Markets, LLC September 2013 - April 2014
KBR Capital Markets, LLC November 2012 - September 2013
Octavus Group, LLC June 2010 - November 2012
MFS Investment Management May 2008 - January 2009
Wells Fargo December 2003 - April 2008
Strong Capital Management June 2001 - November 2003
Strong Capital Management July 2000 - May 2001
Skills
Series 63, Series 7, Alternative Investments, Investments, ETFs, Asset Allocation, Investment Advisory, Series 6, Wealth Management, Retirement Planning, Asset Managment, Investment Management, Series 24, Separately Managed..., Investment Strategies, Financial Services, Securities, Series 65, Hedge Funds, Retirement, Equities, Fixed Income, Financial Planning, Relationship Management, Bloomberg, Equity Research, Capital Markets, Commodity, Private Equity, IRAs, Due Diligence, Financial Advisory, Wealth Management..., Sales, Wealth, Bonds, Wealth Accumulation, Financial Modeling, High Net Worth..., Real Estate, Business Relationship..., Pensions
Education
Lawrence University 1996 — 2000
Bachelor of Arts, Economics, Cum Laude
The Governor's Academy (formerly Governor Dummer Academy) 1992 — 1996
High School Diploma, Cum Laude, General
Josh Kirkman Josh Kirkman's MFS Investment Management Experience May 2012 - August 2012
Job Project Associate at Faust Digital
Industry International Affairs
Experience
Faust Digital August 2015 - Present
Lezha Academic Center August 2014 - June 2015
Ad2Pro Media Solutions Private Limited June 2013 - August 2013
MFS Investment Management May 2012 - August 2012
Skills
Time Management, PowerPoint, Data Analysis, Advertising, Microsoft Word, Free Thinking, Critical Thinking, Social Networking, Public Speaking, Teaching, Nonprofits, Editing, International Relations
Education
Hobart and William Smith Colleges 2010 — 2014
Bachelor of Arts (BA), Major: International Relations, Minor: Political Science
Brooks School 2007 — 2010
High School Diploma
Alliance High School - Kikuyu, Kenya 2009 — 2009
Exchange Program
Faust Digital August 2015 - Present
Lezha Academic Center August 2014 - June 2015
Ad2Pro Media Solutions Private Limited June 2013 - August 2013
MFS Investment Management May 2012 - August 2012
Skills
Time Management, PowerPoint, Data Analysis, Advertising, Microsoft Word, Free Thinking, Critical Thinking, Social Networking, Public Speaking, Teaching, Nonprofits, Editing, International Relations
Education
Hobart and William Smith Colleges 2010 — 2014
Bachelor of Arts (BA), Major: International Relations, Minor: Political Science
Brooks School 2007 — 2010
High School Diploma
Alliance High School - Kikuyu, Kenya 2009 — 2009
Exchange Program
Tabatha Greene Tabatha Greene's MFS Investment Management Experience October 2001 - October 2006
Job IT Risk Manager at Omgeo
Industry Information Technology and Services
Experience
Omgeo December 2011 - Present
Omgeo July 2008 - December 2011
MFS Investment Management October 2001 - October 2006
Skills
Program Management, Risk Management, Process Improvement, Due Diligence, Training, Risk Assessment, Financial Services, Business Analysis, SQL, Compliance Management, Internal Audit, Regulatory Audits, Enterprise Risk...
Education
Lesley University
Master of Science (M.S.), Management
University of Massachusetts, Amherst
Bachelor of Arts (BA), Communication, General
Omgeo December 2011 - Present
Omgeo July 2008 - December 2011
MFS Investment Management October 2001 - October 2006
Skills
Program Management, Risk Management, Process Improvement, Due Diligence, Training, Risk Assessment, Financial Services, Business Analysis, SQL, Compliance Management, Internal Audit, Regulatory Audits, Enterprise Risk...
Education
Lesley University
Master of Science (M.S.), Management
University of Massachusetts, Amherst
Bachelor of Arts (BA), Communication, General
Charlie Stevenson Charlie Stevenson's MFS Investment Management Experience June 2006 - December 2006
Job General Manager at Brooklyn Boulders LLC
Industry Leisure, Travel & Tourism
Experience
Brooklyn Boulders LLC 2015 - Present
IDEA: Northeastern's Venture Accelerator April 2012 - Present
EF Education First September 2014 - July 2015
EF Education First May 2013 - September 2014
EF Education First May 2013 - January 2014
Off the Grid Excursions January 2012 - October 2012
SnoworSand Adventure Travel November 2008 - December 2011
Hillstone Restaurant Group July 2007 - August 2009
MFS Investment Management June 2006 - December 2006
Sun Valley Resort June 2005 - December 2005
Skills
Entrepreneurship, Leadership, Strategic Planning, Building Brand Awareness, Capital Raising, Travel Management, Crisis Management, Sales, Product Development, Strategic Partnerships, Organizational Culture, BBQ, Consulting, Networking, Service Management, Event Management, Event Planning, Business Strategy, Market Research, Marketing, Marketing Strategy, Management, Social Media, Start-ups, Business Development, Online Marketing, Social Media Marketing, Strategy, Social Networking
Education
Landmark Education 2005 — 2016
Landmark Forum Graduate, Communication and Interpersonal Relationships
Northeastern University - D'Amore-McKim School of Business 2002 — 2007
Bachelor of Science (BS) in Business Adminsitration, Management, Marketing, International Business, Graduated Summa Cum Laude
Università per Stranieri di Perugia 2005 — 2005
Bachelor of Science (BS), International Business
Lewis and Clark High School
Brooklyn Boulders LLC 2015 - Present
IDEA: Northeastern's Venture Accelerator April 2012 - Present
EF Education First September 2014 - July 2015
EF Education First May 2013 - September 2014
EF Education First May 2013 - January 2014
Off the Grid Excursions January 2012 - October 2012
SnoworSand Adventure Travel November 2008 - December 2011
Hillstone Restaurant Group July 2007 - August 2009
MFS Investment Management June 2006 - December 2006
Sun Valley Resort June 2005 - December 2005
Skills
Entrepreneurship, Leadership, Strategic Planning, Building Brand Awareness, Capital Raising, Travel Management, Crisis Management, Sales, Product Development, Strategic Partnerships, Organizational Culture, BBQ, Consulting, Networking, Service Management, Event Management, Event Planning, Business Strategy, Market Research, Marketing, Marketing Strategy, Management, Social Media, Start-ups, Business Development, Online Marketing, Social Media Marketing, Strategy, Social Networking
Education
Landmark Education 2005 — 2016
Landmark Forum Graduate, Communication and Interpersonal Relationships
Northeastern University - D'Amore-McKim School of Business 2002 — 2007
Bachelor of Science (BS) in Business Adminsitration, Management, Marketing, International Business, Graduated Summa Cum Laude
Università per Stranieri di Perugia 2005 — 2005
Bachelor of Science (BS), International Business
Lewis and Clark High School
Gopika Karol Gopika Karol's MFS Investment Management Experience February 2015 - May 2015
Job Internal Communications at MFS Investment Management
Industry Public Relations and Communications
Experience
MFS Investment Management February 2015 - May 2015
Saisha Creations November 2012 - January 2015
Fidelity Investments March 2012 - October 2012
OSBIT June 2009 - January 2012
Showhouse Event Management Pvt. Ltd. September 2006 - June 2009
HCL Technologies September 2005 - August 2006
Universal Cyber Infoway Ltd. June 2004 - March 2005
Skills
Corporate Communications, Internal Communications, Event Management, Strategic Communications, Employee Relations, Newsletters, Intranet, Project Management, Strategy, Content Management, Marketing, Digital Photography, Management, Creative Strategy, Leadership, Employee Engagement, Program Management, Intranet Strategy, Social Media Marketing, Communication Training, Creative Solutions, Social Media, Communications Planning, Marketing Communications, Messaging, Strategic Planning
Education
University of NSW
Masters, Project Management
Kurukshetra University
Masters Program, Corporate Communications
Panjab University
Graduate, Computers
MFS Investment Management February 2015 - May 2015
Saisha Creations November 2012 - January 2015
Fidelity Investments March 2012 - October 2012
OSBIT June 2009 - January 2012
Showhouse Event Management Pvt. Ltd. September 2006 - June 2009
HCL Technologies September 2005 - August 2006
Universal Cyber Infoway Ltd. June 2004 - March 2005
Skills
Corporate Communications, Internal Communications, Event Management, Strategic Communications, Employee Relations, Newsletters, Intranet, Project Management, Strategy, Content Management, Marketing, Digital Photography, Management, Creative Strategy, Leadership, Employee Engagement, Program Management, Intranet Strategy, Social Media Marketing, Communication Training, Creative Solutions, Social Media, Communications Planning, Marketing Communications, Messaging, Strategic Planning
Education
University of NSW
Masters, Project Management
Kurukshetra University
Masters Program, Corporate Communications
Panjab University
Graduate, Computers
Betsy George Betsy George's MFS Investment Management Experience September 2010 - Present
Job Equity Analyst at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management September 2010 - Present
Devon Value Advisers July 2005 - July 2008
Dresdner Kleinwort Wasserstein July 2004 - July 2005
Skills
Valuation, Private Equity, Financial Modeling, Equity Research, Equities, Investment Banking, Hedge Funds, Financial Analysis, Corporate Finance, Bloomberg, Due Diligence, Alternative Investments, Capital Markets, Investments, Emerging Markets, Fixed Income, Equity Valuation, Portfolio Management, Venture Capital, Investment Strategies, Asset Management, Asset Allocation, Investment Management
Education
Harvard Business School 2008 — 2010
MBA
University of Pennsylvania - The Wharton School 2000 — 2004
BS
MFS Investment Management September 2010 - Present
Devon Value Advisers July 2005 - July 2008
Dresdner Kleinwort Wasserstein July 2004 - July 2005
Skills
Valuation, Private Equity, Financial Modeling, Equity Research, Equities, Investment Banking, Hedge Funds, Financial Analysis, Corporate Finance, Bloomberg, Due Diligence, Alternative Investments, Capital Markets, Investments, Emerging Markets, Fixed Income, Equity Valuation, Portfolio Management, Venture Capital, Investment Strategies, Asset Management, Asset Allocation, Investment Management
Education
Harvard Business School 2008 — 2010
MBA
University of Pennsylvania - The Wharton School 2000 — 2004
BS
Gerard Fancovic, CFA Gerard Fancovic, CFA's MFS Investment Management Experience 2000 - 2005
Job Executive Director, Consultant Advisor at JP Morgan Asset Management
Industry Investment Management
Experience
JP Morgan Asset Management May 2013 - Present
Chicago Area 2012 - 2013
Standish Mellon Asset Management Company/BNY Mellon Fixed Income 2011 - 2012
UBS Global Asset Management 2005 - 2011
MFS Investment Management 2000 - 2005
Scudder Kemper Investments 1988 - 1999
Skills
Institutional Marketing, Building Relationships, Relationship Management, Asset Managment, Investment Strategies, Consultants, Alternative Investments, Hedge Funds, Fixed Income, Equities, Investment Management, Series 7, Series 63, Economics, Asset Allocation, Institutional Investors, Fund Of Funds, Marketing, Institutional..., Asset Management
Education
Kalamazoo College
Bachelor of Arts (BA), Economics and Business Administration
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Finance, Accounting
JP Morgan Asset Management May 2013 - Present
Chicago Area 2012 - 2013
Standish Mellon Asset Management Company/BNY Mellon Fixed Income 2011 - 2012
UBS Global Asset Management 2005 - 2011
MFS Investment Management 2000 - 2005
Scudder Kemper Investments 1988 - 1999
Skills
Institutional Marketing, Building Relationships, Relationship Management, Asset Managment, Investment Strategies, Consultants, Alternative Investments, Hedge Funds, Fixed Income, Equities, Investment Management, Series 7, Series 63, Economics, Asset Allocation, Institutional Investors, Fund Of Funds, Marketing, Institutional..., Asset Management
Education
Kalamazoo College
Bachelor of Arts (BA), Economics and Business Administration
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Finance, Accounting
Thomas Perry's MFS Investment Management Experience March 2007 - August 2011
Job Director of Product Strategy
Industry Investment Management
Experience
Cole Capital January 2013 - Present
Cole Capital September 2011 - December 2012
MFS Investment Management March 2007 - August 2011
J.P. Morgan January 2006 - March 2007
Morgan Stanley May 2003 - January 2006
Skills
Investments, Series 63, Mutual Funds, Series 7, Sales Presentations, Separately Managed..., Asset Allocation, Series 24, Alternative Investments, FINRA, Team Leadership, Securities, Consultative Selling, Financial Advisory, Financial Markets, Retirement Planning, Investment Strategies, Wealth Management, Annuities, Financial Planning
Education
Massachusetts Institute of Technology 2014 — 2014
Center for Real Estate, Understanding Real Estate Markets
University of Arizona, Eller College of Management 2011 — 2012
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 2009 — 2009
Certified Investment Management Analyst (CIMA)
John Cabot University 2001 — 2001
Study Abroad, International Economics and International Marketing
Michigan State University - The Eli Broad School of Business 1999 — 2003
Bachelor of Arts, Business Finance
Cole Capital January 2013 - Present
Cole Capital September 2011 - December 2012
MFS Investment Management March 2007 - August 2011
J.P. Morgan January 2006 - March 2007
Morgan Stanley May 2003 - January 2006
Skills
Investments, Series 63, Mutual Funds, Series 7, Sales Presentations, Separately Managed..., Asset Allocation, Series 24, Alternative Investments, FINRA, Team Leadership, Securities, Consultative Selling, Financial Advisory, Financial Markets, Retirement Planning, Investment Strategies, Wealth Management, Annuities, Financial Planning
Education
Massachusetts Institute of Technology 2014 — 2014
Center for Real Estate, Understanding Real Estate Markets
University of Arizona, Eller College of Management 2011 — 2012
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 2009 — 2009
Certified Investment Management Analyst (CIMA)
John Cabot University 2001 — 2001
Study Abroad, International Economics and International Marketing
Michigan State University - The Eli Broad School of Business 1999 — 2003
Bachelor of Arts, Business Finance
Mariana Paixao Mariana Paixao's MFS Investment Management Experience September 2012 - Present
Job Equity Research Analyst
Industry Investment Management
Experience
MFS Investment Management September 2012 - Present
Stanford Graduate School of Business September 2010 - June 2012
Anheuser-Busch InBev August 2011 - September 2011
MFS Investment Management June 2011 - August 2011
Morgan Stanley August 2006 - July 2010
Link Corretora - Acquired by UBS December 2005 - July 2006
Jardim Botanico Investimentos September 2004 - September 2005
Skills
Private Equity, Financial Modeling, Corporate Finance, Capital Markets, Valuation, Investments
Education
Stanford University Graduate School of Business 2010 — 2012
MBA, Business
Ibmec 2002 — 2005
B.A., Economics (Summa Cum Laude)
MFS Investment Management September 2012 - Present
Stanford Graduate School of Business September 2010 - June 2012
Anheuser-Busch InBev August 2011 - September 2011
MFS Investment Management June 2011 - August 2011
Morgan Stanley August 2006 - July 2010
Link Corretora - Acquired by UBS December 2005 - July 2006
Jardim Botanico Investimentos September 2004 - September 2005
Skills
Private Equity, Financial Modeling, Corporate Finance, Capital Markets, Valuation, Investments
Education
Stanford University Graduate School of Business 2010 — 2012
MBA, Business
Ibmec 2002 — 2005
B.A., Economics (Summa Cum Laude)
Adam Ladd Adam Ladd's MFS Investment Management Experience June 2015 - Present
Job Volunteer Firefighter at Amherst Fire Department
Industry Financial Services
Experience
MFS Investment Management June 2015 - Present
Town of Amherst, Ma November 2013 - Present
University of Massachusetts Amherst Student Government May 2014 - May 2015
Andover Youth Services June 2013 - August 2014
Skills
Public Speaking, Community Outreach, Team Leadership, Finance, Microsoft Office, Microsoft Word, Microsoft Excel, Event Planning, Social Media, Research, Teamwork, Leadership, PowerPoint, Time Management, Customer Service, Fundraising, Social Networking, Teaching, Editing, Nonprofits, Critical Thinking, Communication, Management, Data Analysis, Marketing, Facebook, Sales, Budgets, Analysis, Social Media Marketing, Financial Analysis, Writing, Event Management, Strategic Planning, Economics, Mentoring
Education
University of Massachusetts, Amherst 2013 — 2017
Bachelor of Business Administration (BBA), Finance, General, Sophmore
Isenberg School of Management, UMass Amherst 2013 — 2017
Bachelor of Business Administration (BBA), Finance and Financial Management Services, Junior
Andover High School 2008 — 2013
High School
MFS Investment Management June 2015 - Present
Town of Amherst, Ma November 2013 - Present
University of Massachusetts Amherst Student Government May 2014 - May 2015
Andover Youth Services June 2013 - August 2014
Skills
Public Speaking, Community Outreach, Team Leadership, Finance, Microsoft Office, Microsoft Word, Microsoft Excel, Event Planning, Social Media, Research, Teamwork, Leadership, PowerPoint, Time Management, Customer Service, Fundraising, Social Networking, Teaching, Editing, Nonprofits, Critical Thinking, Communication, Management, Data Analysis, Marketing, Facebook, Sales, Budgets, Analysis, Social Media Marketing, Financial Analysis, Writing, Event Management, Strategic Planning, Economics, Mentoring
Education
University of Massachusetts, Amherst 2013 — 2017
Bachelor of Business Administration (BBA), Finance, General, Sophmore
Isenberg School of Management, UMass Amherst 2013 — 2017
Bachelor of Business Administration (BBA), Finance and Financial Management Services, Junior
Andover High School 2008 — 2013
High School
Vincent Allard's MFS Investment Management Experience March 2013 - Present
Job Regional Sales Representative at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management March 2013 - Present
Munroe Morrow Wealth Management September 2007 - December 2012
Ameriprise Financial Services, Inc. September 2007 - December 2010
Atlas Distributing Inc May 2005 - September 2007
Skills
Retirement Planning, Protection..., Estate Planning, Education Funding, Investments, Retirement, Tax, Saving for Education, Strategic Financial..., Wealth Management, Fixed Annuities, Long-term Care, 401k Rollovers, IRAs, College Savings Plans, Financial Advisory, Wealth Accumulation, Mutual Funds, Asset Allocation, Finance, Customer Service, Insurance
Education
Lasell College 2004 — 2008
B.S., Finance
Lasell College 2004 — 2008
Bachelor of Science, Finance
MFS Investment Management March 2013 - Present
Munroe Morrow Wealth Management September 2007 - December 2012
Ameriprise Financial Services, Inc. September 2007 - December 2010
Atlas Distributing Inc May 2005 - September 2007
Skills
Retirement Planning, Protection..., Estate Planning, Education Funding, Investments, Retirement, Tax, Saving for Education, Strategic Financial..., Wealth Management, Fixed Annuities, Long-term Care, 401k Rollovers, IRAs, College Savings Plans, Financial Advisory, Wealth Accumulation, Mutual Funds, Asset Allocation, Finance, Customer Service, Insurance
Education
Lasell College 2004 — 2008
B.S., Finance
Lasell College 2004 — 2008
Bachelor of Science, Finance
Brian Devine's MFS Investment Management Experience January 2009 - July 2009
Job Institutional Sales Associate at LMCG Investments, LLC
Industry Investment Management
Experience
LMCG Investments, LLC August 2012 - Present
BlackRock June 2010 - August 2012
MFS Investment Management January 2009 - July 2009
Skills
Investments, Bloomberg, Equities, Mutual Funds, Asset Managment, Series 7, Series 63, Microsoft Excel, Investment Strategies, Hedge Funds, Financial Modeling, Alternative Investments, Asset Management, Fixed Income, Asset Allocation
Education
Isenberg School of Management, UMass Amherst 2006 — 2010
BBA, Finance and Operations Management
LMCG Investments, LLC August 2012 - Present
BlackRock June 2010 - August 2012
MFS Investment Management January 2009 - July 2009
Skills
Investments, Bloomberg, Equities, Mutual Funds, Asset Managment, Series 7, Series 63, Microsoft Excel, Investment Strategies, Hedge Funds, Financial Modeling, Alternative Investments, Asset Management, Fixed Income, Asset Allocation
Education
Isenberg School of Management, UMass Amherst 2006 — 2010
BBA, Finance and Operations Management
Adam Morton Adam Morton's MFS Investment Management Experience June 2008 - August 2008
Job Sr. Account Executive at Epsilon
Industry Marketing and Advertising
Experience
Epsilon February 2014 - Present
Epsilon January 2013 - February 2014
Bain and Company August 2010 - January 2013
UMass Football 2008 - 2010
Valley Sports Center May 2009 - October 2009
MFS Investment Management June 2008 - August 2008
Education
University of Massachusetts at Amherst - Isenberg School of Management 2006 — 2010
B.B.A.
Epsilon February 2014 - Present
Epsilon January 2013 - February 2014
Bain and Company August 2010 - January 2013
UMass Football 2008 - 2010
Valley Sports Center May 2009 - October 2009
MFS Investment Management June 2008 - August 2008
Education
University of Massachusetts at Amherst - Isenberg School of Management 2006 — 2010
B.B.A.
Hallie Pransky Hallie Pransky's MFS Investment Management Experience July 2009 - February 2010
Job Accounting Services Specialist at Dunkin' Brands
Industry Accounting
Experience
Dunkin' Brands May 2010 - Present
MFS Investment Management July 2009 - February 2010
BTMU Capital Corporation December 2008 - April 2009
Audax Group LP November 2003 - July 2008
Levine, Katz, Nannis + Solomon, PC July 2002 - May 2003
Ernst & Young January 2001 - April 2001
Sunlife Financial June 2000 - August 2000
Skills
QuickBooks, Peachtree, Microsoft Excel, PeopleSoft, Essbase, Accounting Applications, PowerPoint, Lotus Notes, Microsoft Word, Oracle, Adobe Acrobat, Microsoft Office 2003, Program Management, Accounting, Financial Reporting, Accounts Payable, Tax, Accounts Receivable, Auditing
Education
Isenberg School of Management, UMass Amherst 1998 — 2002
Bachelor of Business Administration, Accounting
Needham High School 1994 — 1998
N/A, Academic Diploma
Dunkin' Brands May 2010 - Present
MFS Investment Management July 2009 - February 2010
BTMU Capital Corporation December 2008 - April 2009
Audax Group LP November 2003 - July 2008
Levine, Katz, Nannis + Solomon, PC July 2002 - May 2003
Ernst & Young January 2001 - April 2001
Sunlife Financial June 2000 - August 2000
Skills
QuickBooks, Peachtree, Microsoft Excel, PeopleSoft, Essbase, Accounting Applications, PowerPoint, Lotus Notes, Microsoft Word, Oracle, Adobe Acrobat, Microsoft Office 2003, Program Management, Accounting, Financial Reporting, Accounts Payable, Tax, Accounts Receivable, Auditing
Education
Isenberg School of Management, UMass Amherst 1998 — 2002
Bachelor of Business Administration, Accounting
Needham High School 1994 — 1998
N/A, Academic Diploma
Bill Strott's MFS Investment Management Experience September 1999 - Present
Job Director
Industry Financial Services
Experience
MFS Investment Management September 1999 - Present
Education
Hobart and William Smith Colleges 1986 — 1990
BA, English
MFS Investment Management September 1999 - Present
Education
Hobart and William Smith Colleges 1986 — 1990
BA, English
William Pluckhahn William Pluckhahn's MFS Investment Management Experience January 2001 - Present
Job VP eCommunications at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management January 2001 - Present
The House of the Hale Street 7 January 1993 - Present
MFS Investment Management June 1992 - December 2000
MFS Investment Management September 1987 - May 1992
Colonial Mutual Funds December 1985 - September 1987
New England Financial February 1985 - December 1985
Northwestern Mutual Life 1978 - 1984
Skills
Financial Services, Email Marketing, Marketing Communications, Social Media, Social Media Marketing, Project Management, Twitter, Account Management, Integrated Marketing, Marketing Strategy, Market Research, Digital Marketing, Direct Marketing, Marketing, Digital Strategy, CRM, Competitive Analysis, Salesforce.com, Product Management, Business Development, Strategic Planning, New Business Development, Strategic Partnerships, Lead Generation, Strategy, Start-ups, Online Marketing, Online Advertising, Brand Development, Separately Managed...
Education
Harvard University Extension 1985 — 1987
n/a, History, Political Science
University of Wisconsin-Madison
Bachelor of Arts, Economics, History
Shorewood High School 1966 — 1972
MFS Investment Management January 2001 - Present
The House of the Hale Street 7 January 1993 - Present
MFS Investment Management June 1992 - December 2000
MFS Investment Management September 1987 - May 1992
Colonial Mutual Funds December 1985 - September 1987
New England Financial February 1985 - December 1985
Northwestern Mutual Life 1978 - 1984
Skills
Financial Services, Email Marketing, Marketing Communications, Social Media, Social Media Marketing, Project Management, Twitter, Account Management, Integrated Marketing, Marketing Strategy, Market Research, Digital Marketing, Direct Marketing, Marketing, Digital Strategy, CRM, Competitive Analysis, Salesforce.com, Product Management, Business Development, Strategic Planning, New Business Development, Strategic Partnerships, Lead Generation, Strategy, Start-ups, Online Marketing, Online Advertising, Brand Development, Separately Managed...
Education
Harvard University Extension 1985 — 1987
n/a, History, Political Science
University of Wisconsin-Madison
Bachelor of Arts, Economics, History
Shorewood High School 1966 — 1972
Karen F. Walsh Karen F. Walsh's MFS Investment Management Experience July 2015 - Present
Job Vice President, Director of Marketing Operations, MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management July 2015 - Present
F-Squared Capital, LLC. February 2014 - July 2015
The Partnership, Inc. April 2013 - February 2014
John Hancock Financial Services September 2011 - April 2013
John Hancock Distributors, LLC January 2008 - April 2013
John Hancock Financial Services October 2007 - September 2011
John Hancock Financial Services August 1991 - September 2007
Colonial Investment Services January 1985 - July 1991
Skills
Mutual Funds, Investments, Sales, Annuity Sales, Relationship Management, Marketing, Series 63, Series 6, Life & Health Insurance..., Coaching, Career Strategist, Financial Services, Management, Rollovers, National Accounts, Community Service, Volunteering, Series 65, Series 24, Wealth Management, Series 7, Fixed Annuities, FINRA, Leadership, CRM, 401k, Asset Allocation, Securities, Investment Advisory, Alternative Investments, Uniform Combined State..., Investment Strategies, Life Insurance
Education
The Securities Industry Institute, Wharton School of the University of Pennsylvania
Completed three-year executive development program to broaden industry knowledge
Harvard University
Completed “Managing People for Maximize Performance” executive training
University of Massachusetts Boston
Bachelor of Applied Science (B.A.Sc.), Sociology
MFS Investment Management July 2015 - Present
F-Squared Capital, LLC. February 2014 - July 2015
The Partnership, Inc. April 2013 - February 2014
John Hancock Financial Services September 2011 - April 2013
John Hancock Distributors, LLC January 2008 - April 2013
John Hancock Financial Services October 2007 - September 2011
John Hancock Financial Services August 1991 - September 2007
Colonial Investment Services January 1985 - July 1991
Skills
Mutual Funds, Investments, Sales, Annuity Sales, Relationship Management, Marketing, Series 63, Series 6, Life & Health Insurance..., Coaching, Career Strategist, Financial Services, Management, Rollovers, National Accounts, Community Service, Volunteering, Series 65, Series 24, Wealth Management, Series 7, Fixed Annuities, FINRA, Leadership, CRM, 401k, Asset Allocation, Securities, Investment Advisory, Alternative Investments, Uniform Combined State..., Investment Strategies, Life Insurance
Education
The Securities Industry Institute, Wharton School of the University of Pennsylvania
Completed three-year executive development program to broaden industry knowledge
Harvard University
Completed “Managing People for Maximize Performance” executive training
University of Massachusetts Boston
Bachelor of Applied Science (B.A.Sc.), Sociology
Tim Toscano Tim Toscano's MFS Investment Management Experience December 1999 - June 2002
Job Director, Content Strategy at MMB
Industry Marketing and Advertising
Experience
MMB May 2015 - Present
VSA Partners, Inc. May 2014 - May 2015
Freelancer September 2012 - May 2014
Wechsler Ross & Partners February 2012 - September 2012
Dimensional Fund Advisors November 2009 - February 2012
Freelance February 2009 - November 2009
Wechsler Ross & Partners January 2004 - February 2009
Bernstein Global Wealth Management June 2002 - January 2004
MFS Investment Management December 1999 - June 2002
Fidelity Investments January 1990 - December 1999
Skills
Integrated Marketing, Editing, Content Development, Research, Publishing, Usability Design, Information Architecture, Marketing Communications, Brand Development, Digital Strategy, Brand Strategy, Corporate Positioning, Product Naming, Email Marketing, Content Strategy, Copywriting, SEO, Corporate Communications, Usability Engineering, Thought Leadership, Brochures, Editorial, Marketing, Content Marketing, Corporate Branding, User Experience, Newsletters, User Interface Design, Creative Strategy, Strategy, Blogging, Internal Communications, Competitive Analysis, Digital Marketing
Education
Harvard University
Graduate Certificate in Publishing and Communications, Concentrations in journalism and business writing
University of Massachusetts, Amherst
Bachelor of Arts, Economics
MMB May 2015 - Present
VSA Partners, Inc. May 2014 - May 2015
Freelancer September 2012 - May 2014
Wechsler Ross & Partners February 2012 - September 2012
Dimensional Fund Advisors November 2009 - February 2012
Freelance February 2009 - November 2009
Wechsler Ross & Partners January 2004 - February 2009
Bernstein Global Wealth Management June 2002 - January 2004
MFS Investment Management December 1999 - June 2002
Fidelity Investments January 1990 - December 1999
Skills
Integrated Marketing, Editing, Content Development, Research, Publishing, Usability Design, Information Architecture, Marketing Communications, Brand Development, Digital Strategy, Brand Strategy, Corporate Positioning, Product Naming, Email Marketing, Content Strategy, Copywriting, SEO, Corporate Communications, Usability Engineering, Thought Leadership, Brochures, Editorial, Marketing, Content Marketing, Corporate Branding, User Experience, Newsletters, User Interface Design, Creative Strategy, Strategy, Blogging, Internal Communications, Competitive Analysis, Digital Marketing
Education
Harvard University
Graduate Certificate in Publishing and Communications, Concentrations in journalism and business writing
University of Massachusetts, Amherst
Bachelor of Arts, Economics
Eric J. Weigel Eric J. Weigel's MFS Investment Management Experience January 2007 - November 2008
Job Managing Director at Global Focus Capital
Industry Investment Management
Experience
Global Focus Capital September 2013 - Present
Leuthold Weeden Capital Management July 2011 - August 2013
Hermes Fund Managers September 2009 - July 2011
Global Focus Research LLC June 2004 - April 2010
MFS Investment Management January 2007 - November 2008
Milestone International 2004 - 2006
Pioneer Investments 1998 - 2004
Invesco Ltd. May 1994 - July 1998
Chancellor LGT 1994 - 1998
Russell Investments 1989 - 1993
Skills
Global Macro, Tactical Asset..., Hedge Funds, Equities, Asset Management, Portfolio Management, Portfolio Structuring, Stock Picking, Entrepreneurship, Macroeconomics, Strategic Thinking, Asset Allocation, Investments, Asset Managment, Fixed Income, Investment Management, Capital Markets, Investment Strategies, Strategy, Securities, ETFs, Alternative Investments, Equity Research, Financial Risk, Bloomberg, Mutual Funds, Fund Of Funds, Emerging Markets, Bonds, Trading, Structured Finance, Derivatives, Options, Institutional..., Structured Products, Equity Derivatives, Financial Modeling, Valuation
Education
The University of Chicago - Booth School of Business 1986 — 1988
MBA, Finance
University of Minnesota-Twin Cities 1982 — 1984
Master of Science (MS), applied economics/statistics
Iowa State University 1979 — 1982
BS Honors, Agricultural Economics
Humboldt Schule - Costa Rica
Global Focus Capital September 2013 - Present
Leuthold Weeden Capital Management July 2011 - August 2013
Hermes Fund Managers September 2009 - July 2011
Global Focus Research LLC June 2004 - April 2010
MFS Investment Management January 2007 - November 2008
Milestone International 2004 - 2006
Pioneer Investments 1998 - 2004
Invesco Ltd. May 1994 - July 1998
Chancellor LGT 1994 - 1998
Russell Investments 1989 - 1993
Skills
Global Macro, Tactical Asset..., Hedge Funds, Equities, Asset Management, Portfolio Management, Portfolio Structuring, Stock Picking, Entrepreneurship, Macroeconomics, Strategic Thinking, Asset Allocation, Investments, Asset Managment, Fixed Income, Investment Management, Capital Markets, Investment Strategies, Strategy, Securities, ETFs, Alternative Investments, Equity Research, Financial Risk, Bloomberg, Mutual Funds, Fund Of Funds, Emerging Markets, Bonds, Trading, Structured Finance, Derivatives, Options, Institutional..., Structured Products, Equity Derivatives, Financial Modeling, Valuation
Education
The University of Chicago - Booth School of Business 1986 — 1988
MBA, Finance
University of Minnesota-Twin Cities 1982 — 1984
Master of Science (MS), applied economics/statistics
Iowa State University 1979 — 1982
BS Honors, Agricultural Economics
Humboldt Schule - Costa Rica
Kim Olson (home)'s MFS Investment Management Experience May 1999 - April 2006
Job Instructional Systems Designer
Industry Medical Devices
Experience
Siemens Healthcare April 2006 - Present
MFS Investment Management May 1999 - April 2006
Skills
CompTIA A+ Certification
Education
Lesley University 1998 — 2000
M.S., Training and Organizational Development
Siemens Healthcare April 2006 - Present
MFS Investment Management May 1999 - April 2006
Skills
CompTIA A+ Certification
Education
Lesley University 1998 — 2000
M.S., Training and Organizational Development
David Kolins David Kolins's MFS Investment Management Experience December 2013 - February 2015
Job Senior Project Manager at Vertex Pharmaceuticals
Industry Information Technology and Services
Experience
Vertex Pharmaceuticals September 2015 - Present
CDM Smith February 2015 - August 2015
MFS Investment Management December 2013 - February 2015
Commonwealth Financial Network November 2011 - December 2013
Iron Mountain April 2010 - November 2011
Octavian Global Technologies Inc November 2008 - March 2010
Harvard Business School MA (Direct Contract Position) January 2006 - October 2008
Workscape September 2005 - January 2006
Wynn Las Vegas February 2004 - September 2005
Blue Cross Blue Shield MA July 2003 - February 2004
Skills
Certified Scrum Master..., Prince2, ITIL, RUP, CGEIT, Business Analysis, Software Project..., Management Consulting, IT Strategy, Risk Modeling, Agile Project Management, Enterprise Portfolio..., Information Technology..., Strategic Information, Enterprise Data Modeling, Logical Data Modeling, Project Planning, Project Control, Earned Value Management, MS Project, Plannning, Software Estimation, PMBOK, Software Quality Control, Use Case Analysis, Software Implementation, Technical Project..., Full SDLC, Waterfall, IT Financial Management, Project Recovery, Programme Delivery, Benefits Realisation, Experienced Program..., ITIL Process..., Program Management..., Program Management..., IT Risk Management, IT Compliance, User Stories, Activity Diagrams, Sequence Diagrams, Use Case Diagrams, Requirements Workshops, Workflow Diagrams, User Interface..., IT Transformation, Technology Alignment, Process Alignment, IT Service Delivery
Education
Harvard University 2013 — 2013
Real Estate Finance and Investment Fundamentals, Extension School
University of Warwick (UK) 1990 — 1995
MBA, Business (Distance Learning), MBA
Polytechnic of Central London 1988 — 1989
Certification, East-West Trade Studies, Pass
The University of Manchester 1981 — 1986
BA (2/1 Hons), Russian and French, 2/1 BA
Воронежский Государственный Университет 1984 — 1985
Russian Language and Literature
Минский Государственный Лингвистический Университет 1984 — 1984
Russian Language and Literature
Bedford School 1975 — 1981
3 A Levels, French, German, History
Vertex Pharmaceuticals September 2015 - Present
CDM Smith February 2015 - August 2015
MFS Investment Management December 2013 - February 2015
Commonwealth Financial Network November 2011 - December 2013
Iron Mountain April 2010 - November 2011
Octavian Global Technologies Inc November 2008 - March 2010
Harvard Business School MA (Direct Contract Position) January 2006 - October 2008
Workscape September 2005 - January 2006
Wynn Las Vegas February 2004 - September 2005
Blue Cross Blue Shield MA July 2003 - February 2004
Skills
Certified Scrum Master..., Prince2, ITIL, RUP, CGEIT, Business Analysis, Software Project..., Management Consulting, IT Strategy, Risk Modeling, Agile Project Management, Enterprise Portfolio..., Information Technology..., Strategic Information, Enterprise Data Modeling, Logical Data Modeling, Project Planning, Project Control, Earned Value Management, MS Project, Plannning, Software Estimation, PMBOK, Software Quality Control, Use Case Analysis, Software Implementation, Technical Project..., Full SDLC, Waterfall, IT Financial Management, Project Recovery, Programme Delivery, Benefits Realisation, Experienced Program..., ITIL Process..., Program Management..., Program Management..., IT Risk Management, IT Compliance, User Stories, Activity Diagrams, Sequence Diagrams, Use Case Diagrams, Requirements Workshops, Workflow Diagrams, User Interface..., IT Transformation, Technology Alignment, Process Alignment, IT Service Delivery
Education
Harvard University 2013 — 2013
Real Estate Finance and Investment Fundamentals, Extension School
University of Warwick (UK) 1990 — 1995
MBA, Business (Distance Learning), MBA
Polytechnic of Central London 1988 — 1989
Certification, East-West Trade Studies, Pass
The University of Manchester 1981 — 1986
BA (2/1 Hons), Russian and French, 2/1 BA
Воронежский Государственный Университет 1984 — 1985
Russian Language and Literature
Минский Государственный Лингвистический Университет 1984 — 1984
Russian Language and Literature
Bedford School 1975 — 1981
3 A Levels, French, German, History
Gary Haney Gary Haney's MFS Investment Management Experience November 2006 - February 2009
Job
Industry Management Consulting
Experience
State Farm July 2013 - Present
THC Services, LLC January 2012 - Present
Pulte Homes April 2009 - December 2011
MFS Investment Management November 2006 - February 2009
BBVA - Compass Bank June 1999 - November 2006
BBVA-Compass Bank January 1999 - January 2006
BBVA Compass 1999 - 2006
AT&T December 1986 - October 1998
AT&T January 1986 - January 1998
Skills
Coaching, Development Of Employees, Process Quality..., Constructive Feedback, Microsoft Excel, Malcolm Baldrige, Training Delivery, Quality Auditing, Curriculum Development, Team Management, Motivation, TQM, Project Management, Management, Call Centers, Change Management, Employee Training, Leadership, Program Management, Vendor Management, Training, Team Building, Sales, Process Improvement
Education
The George Washington University - School of Business 1994 — 1995
Project Management
Kennesaw State University 1983 — 1985
Bachelors of Arts, Business Administration
The University of Georgia 1982 — 1984
Reinhardt University 1981 — 1982
State Farm July 2013 - Present
THC Services, LLC January 2012 - Present
Pulte Homes April 2009 - December 2011
MFS Investment Management November 2006 - February 2009
BBVA - Compass Bank June 1999 - November 2006
BBVA-Compass Bank January 1999 - January 2006
BBVA Compass 1999 - 2006
AT&T December 1986 - October 1998
AT&T January 1986 - January 1998
Skills
Coaching, Development Of Employees, Process Quality..., Constructive Feedback, Microsoft Excel, Malcolm Baldrige, Training Delivery, Quality Auditing, Curriculum Development, Team Management, Motivation, TQM, Project Management, Management, Call Centers, Change Management, Employee Training, Leadership, Program Management, Vendor Management, Training, Team Building, Sales, Process Improvement
Education
The George Washington University - School of Business 1994 — 1995
Project Management
Kennesaw State University 1983 — 1985
Bachelors of Arts, Business Administration
The University of Georgia 1982 — 1984
Reinhardt University 1981 — 1982
Jeff Gobin's MFS Investment Management Experience September 2008 - Present
Job Art Director at MFS Investment Management
Industry Graphic Design
Experience
MFS Investment Management September 2008 - Present
Rocketship February 2008 - August 2010
Berman Gobin Creative January 2004 - January 2008
Monderer Design January 2001 - December 2003
Taylor & Ives August 1997 - December 2000
Corey McPherson Nash September 1992 - July 1997
Skills
User Interface Design, Creative Direction, Packaging, Logo Design, Art Direction, Corporate Identity, Graphic Design, Email Marketing, Start-ups, Advertising, Typography, Brochures, User Experience, QuarkXPress, Adobe Creative Suite, Brand Development
Education
Lesley University 1988 — 1992
BFA
MFS Investment Management September 2008 - Present
Rocketship February 2008 - August 2010
Berman Gobin Creative January 2004 - January 2008
Monderer Design January 2001 - December 2003
Taylor & Ives August 1997 - December 2000
Corey McPherson Nash September 1992 - July 1997
Skills
User Interface Design, Creative Direction, Packaging, Logo Design, Art Direction, Corporate Identity, Graphic Design, Email Marketing, Start-ups, Advertising, Typography, Brochures, User Experience, QuarkXPress, Adobe Creative Suite, Brand Development
Education
Lesley University 1988 — 1992
BFA
Ricky Wang Ricky Wang's MFS Investment Management Experience May 2012 - August 2012
Job Product Analyst at Trepp, LLC
Industry Financial Services
Experience
Trepp, LLC June 2013 - June 2015
FPI January 2013 - May 2013
MFS Investment Management May 2012 - August 2012
Walden Italian Kitchen July 2007 - January 2012
Puma June 2010 - September 2011
Fudan University August 2011 - August 2011
CCHS June 2008 - July 2008
Skills
Microsoft Excel, Data Analysis, Leadership, Financial Markets, Lotus Notes, SQL, Fixed Income, CMBS, Customer Service, Pivot Tables, Finance, Financial Projection, Financial Accounting, Vlookup, Microsoft Word, HTML, Access, CSS, Stock Market, Public Speaking, PowerPoint, Teamwork, Time Management, Social Media
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting and Finance, 3.8/4.0
Concord Carlisle High School 2005 — 2009
High School
Trepp, LLC June 2013 - June 2015
FPI January 2013 - May 2013
MFS Investment Management May 2012 - August 2012
Walden Italian Kitchen July 2007 - January 2012
Puma June 2010 - September 2011
Fudan University August 2011 - August 2011
CCHS June 2008 - July 2008
Skills
Microsoft Excel, Data Analysis, Leadership, Financial Markets, Lotus Notes, SQL, Fixed Income, CMBS, Customer Service, Pivot Tables, Finance, Financial Projection, Financial Accounting, Vlookup, Microsoft Word, HTML, Access, CSS, Stock Market, Public Speaking, PowerPoint, Teamwork, Time Management, Social Media
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting and Finance, 3.8/4.0
Concord Carlisle High School 2005 — 2009
High School
Kevin Finney Kevin Finney's MFS Investment Management Experience 2000 - 2007
Job Senior Vice President, Fiduciary Services at Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management March 2007 - Present
MFS Investment Management 2000 - 2007
Fidelity Investments 1994 - 2000
Skills
Series 7, Asset Management, Alternative Investments, Asset Allocation, Series 63, Fixed Income, Portfolio Management, Investments, Equities, Hedge Funds, Wealth Management, Financial Services, Securities, Investment Strategies, Series 6, Mutual Funds
Education
Northeastern University 2000 — 2006
Master of Public Administration (M.P.A.)
Ithaca College 1989 — 1993
Bachelor of Arts (B.A.), Political Science and Government & Speech Communication
Hanover High School 1985 — 1989
Natixis Global Asset Management March 2007 - Present
MFS Investment Management 2000 - 2007
Fidelity Investments 1994 - 2000
Skills
Series 7, Asset Management, Alternative Investments, Asset Allocation, Series 63, Fixed Income, Portfolio Management, Investments, Equities, Hedge Funds, Wealth Management, Financial Services, Securities, Investment Strategies, Series 6, Mutual Funds
Education
Northeastern University 2000 — 2006
Master of Public Administration (M.P.A.)
Ithaca College 1989 — 1993
Bachelor of Arts (B.A.), Political Science and Government & Speech Communication
Hanover High School 1985 — 1989
Matthew Travis, J.D. Matthew Travis, J.D.'s MFS Investment Management Experience October 1998 - September 2000
Job Vice President of Sales Northwest Region at Resource Real Estate
Industry Financial Services
Experience
Resource Real Estate May 2015 - Present
ATEL Securities Corporation September 2013 - May 2015
Hartman Income REIT January 2011 - September 2013
Advanced Marketing Services 2009 - 2011
Paladin Realty Partners, LLC 2007 - 2009
ATEL Capital Group 2005 - 2007
Valas & Associates, P.C. 2003 - 2005
MFS Investment Management October 1998 - September 2000
Skills
Sales, Business Development, Mutual Funds, Series 63, Due Diligence, Fixed Annuities, Investments, Customer Service, Securities, Corporate Real Estate, Contract Negotiation, Alternative Investments, Asset Management, Financial Services, Real Estate, Private Placements, Investment Properties, Financial Advisory, Selling
Education
Northeastern University School of Law 2000 — 2003
J.D, Law
Hobart and William Smith Colleges 1994 — 1998
B.A., English, Economics
Resource Real Estate May 2015 - Present
ATEL Securities Corporation September 2013 - May 2015
Hartman Income REIT January 2011 - September 2013
Advanced Marketing Services 2009 - 2011
Paladin Realty Partners, LLC 2007 - 2009
ATEL Capital Group 2005 - 2007
Valas & Associates, P.C. 2003 - 2005
MFS Investment Management October 1998 - September 2000
Skills
Sales, Business Development, Mutual Funds, Series 63, Due Diligence, Fixed Annuities, Investments, Customer Service, Securities, Corporate Real Estate, Contract Negotiation, Alternative Investments, Asset Management, Financial Services, Real Estate, Private Placements, Investment Properties, Financial Advisory, Selling
Education
Northeastern University School of Law 2000 — 2003
J.D, Law
Hobart and William Smith Colleges 1994 — 1998
B.A., English, Economics
Christine Klemme's MFS Investment Management Experience April 2012 - Present
Job EIM Reporting Lead at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management April 2012 - Present
MFS Investment Management/ Global Investment Support November 2005 - April 2013
MFS Investment Management / Electronic Marketing & Commerce February 2004 - October 2005
Skills
Competitive Analysis, Mutual Funds, Financial Analysis, Series 7, Management, Financial Services, Fixed Income, Investments, Securities, Asset Management, Portfolio Management, Alternative Investments, Morningstar, Series 63, Bloomberg, Equities, FINRA, Asset Allocation, Hedge Funds, Series 24, Investment Management, Separately Managed..., 401k, Series 6, Wealth Management, Relationship Management, Investment Strategies, Uniform Combined State..., ETFs, Retirement, Investment Advisory
Education
University of Massachusetts at Amherst - Isenberg School of Management 1983 — 1987
BBA, Management
MFS Investment Management April 2012 - Present
MFS Investment Management/ Global Investment Support November 2005 - April 2013
MFS Investment Management / Electronic Marketing & Commerce February 2004 - October 2005
Skills
Competitive Analysis, Mutual Funds, Financial Analysis, Series 7, Management, Financial Services, Fixed Income, Investments, Securities, Asset Management, Portfolio Management, Alternative Investments, Morningstar, Series 63, Bloomberg, Equities, FINRA, Asset Allocation, Hedge Funds, Series 24, Investment Management, Separately Managed..., 401k, Series 6, Wealth Management, Relationship Management, Investment Strategies, Uniform Combined State..., ETFs, Retirement, Investment Advisory
Education
University of Massachusetts at Amherst - Isenberg School of Management 1983 — 1987
BBA, Management
Carlo Valeri Carlo Valeri's MFS Investment Management Experience February 2000 - May 2006
Job Training & ITBPM Associate at Cloud Silver Lining
Industry Financial Services
Experience
Citizens Bank June 2011 - November 2011
Forsythe April 2010 - July 2010
Evergreen Investments May 2006 - December 2009
MFS Investment Management February 2000 - May 2006
The May Institute 1994 - 1998
Skills
Process Improvement, Project Management, Analysis
Education
Lesley University 1994 — 1996
Master - Ed, Special Ed Pre-K - 9th Grade
Merrimack College 1990 — 1994
Psychology
Malden High School 1986 — 1990
Citizens Bank June 2011 - November 2011
Forsythe April 2010 - July 2010
Evergreen Investments May 2006 - December 2009
MFS Investment Management February 2000 - May 2006
The May Institute 1994 - 1998
Skills
Process Improvement, Project Management, Analysis
Education
Lesley University 1994 — 1996
Master - Ed, Special Ed Pre-K - 9th Grade
Merrimack College 1990 — 1994
Psychology
Malden High School 1986 — 1990
Chris Piros Chris Piros's MFS Investment Management Experience July 1989 - December 2000
Job SVP Managing Director, PNC/Hawthorn
Industry Investment Management
Experience
PNC/Hawthorn April 2012 - Present
Private Foundation 1999 - Present
Reykjavik University September 2005 - December 2013
CFA Institute July 2010 - March 2012
Boston University School of Management June 2002 - March 2012
Prudential Investments June 2002 - May 2007
Boston University School of Management 2001 - 2002
MFS Investment Management July 1989 - December 2000
Drexel Burnham Lambert January 1987 - June 1989
Fuqua School of Business September 1983 - December 1986
Skills
Fixed Income, Portfolio Management, Asset Managment, Derivatives, Investments, Asset Allocation, Capital Markets, Investment Strategies, Valuation, Investment Management, Economics, Financial Markets, Wealth Management, Macroeconomics, Asset Management, Hedge Funds, Financial Advisory, Finance
Education
Harvard University 1977 — 1983
Ph.D., Economics
Northwestern University 1973 — 1977
BA, Economics
PNC/Hawthorn April 2012 - Present
Private Foundation 1999 - Present
Reykjavik University September 2005 - December 2013
CFA Institute July 2010 - March 2012
Boston University School of Management June 2002 - March 2012
Prudential Investments June 2002 - May 2007
Boston University School of Management 2001 - 2002
MFS Investment Management July 1989 - December 2000
Drexel Burnham Lambert January 1987 - June 1989
Fuqua School of Business September 1983 - December 1986
Skills
Fixed Income, Portfolio Management, Asset Managment, Derivatives, Investments, Asset Allocation, Capital Markets, Investment Strategies, Valuation, Investment Management, Economics, Financial Markets, Wealth Management, Macroeconomics, Asset Management, Hedge Funds, Financial Advisory, Finance
Education
Harvard University 1977 — 1983
Ph.D., Economics
Northwestern University 1973 — 1977
BA, Economics
Jonathan Pitts Jonathan Pitts's MFS Investment Management Experience 2007 - 2008
Job AVP, Talent Acquisition
Industry Financial Services
Experience
Direct Capital Corporation April 2015 - Present
KICVentures March 2014 - March 2015
Complete Staffing Solutions 2012 - April 2014
DMB Financial 2010 - 2012
Robert Half Finance & Accounting 2008 - 2009
MFS Investment Management 2007 - 2008
State Street 2005 - 2007
Pioneer Investments 2001 - 2005
Skills
New Business Development, Compliance, Compliance Audits, Team Leadership, Training & Development, Phone Screening, Interviews, Screening Resumes, Client Development, Client Liaison, Recruiting, Staffing Services, Direct Sales, Winemaking, Homebrewing, Technical Recruiting, Recruitment Advertising, Talent Management, Talent Acquisition, Training, Temporary Placement, Employee Training, Applicant Tracking..., Contract Recruitment, Employee Relations, Hiring, Sourcing, Internet Recruiting, Human Resources, College Recruiting, Onboarding, Benefits Negotiation, Executive Search, Screening, Interview Preparation, HRIS, Networking, Permanent Placement, Employee Benefits, Candidate Generation, Workforce Planning, Full-life Cycle..., Taleo, New Hire Orientations, Search, Temporary Staffing
Education
Ithaca College
Walnut Hill
Direct Capital Corporation April 2015 - Present
KICVentures March 2014 - March 2015
Complete Staffing Solutions 2012 - April 2014
DMB Financial 2010 - 2012
Robert Half Finance & Accounting 2008 - 2009
MFS Investment Management 2007 - 2008
State Street 2005 - 2007
Pioneer Investments 2001 - 2005
Skills
New Business Development, Compliance, Compliance Audits, Team Leadership, Training & Development, Phone Screening, Interviews, Screening Resumes, Client Development, Client Liaison, Recruiting, Staffing Services, Direct Sales, Winemaking, Homebrewing, Technical Recruiting, Recruitment Advertising, Talent Management, Talent Acquisition, Training, Temporary Placement, Employee Training, Applicant Tracking..., Contract Recruitment, Employee Relations, Hiring, Sourcing, Internet Recruiting, Human Resources, College Recruiting, Onboarding, Benefits Negotiation, Executive Search, Screening, Interview Preparation, HRIS, Networking, Permanent Placement, Employee Benefits, Candidate Generation, Workforce Planning, Full-life Cycle..., Taleo, New Hire Orientations, Search, Temporary Staffing
Education
Ithaca College
Walnut Hill
Matt Rainville Matt Rainville's MFS Investment Management Experience 2000 - 2003
Job Senior Level Sales, Marketing & Operations Director/ Eli Lilly and Company Diabetes
Industry Pharmaceuticals
Experience
Eli Lilly and Company 2015 - Present
Eli Lilly and Company 2014 - 2015
Eli Lilly and Company 2012 - 2014
Eli Lilly and Company 2011 - 2012
Eli Lilly and Company 2008 - 2011
Eli Lilly and Company 2006 - 2008
Eli Lilly and Company 2003 - 2006
MFS Investment Management 2000 - 2003
Skills
Urology, Endocrinology, Rheumatology, Sales Effectiveness, Pharmaceutical Sales, Sales Management, Sales Force Alignment, Diabetes, Sales Operations, Strategic Planning, Long Range Planning, Market Sizing, Employee Engagement, Incentives, Customer Service, Sales Incentive Design..., Organizational Change..., Six Sigma Blackbelt, Sales Force..., 2nd Line Management, Organization &..., Operations Management, Affordable Care Act, Health Care Systems, NCQA, Expense Management, Cross Functional Team..., Business Alliances, New Product Launch, Sales force motivation, Product Portfolio..., Product Launch, Neurology, Osteoporosis, Sales, Product Development, Managed Care
Education
Harvard Business School
HBX CORe Program
The University of Connecticut 1996 — 2000
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Eli Lilly and Company 2015 - Present
Eli Lilly and Company 2014 - 2015
Eli Lilly and Company 2012 - 2014
Eli Lilly and Company 2011 - 2012
Eli Lilly and Company 2008 - 2011
Eli Lilly and Company 2006 - 2008
Eli Lilly and Company 2003 - 2006
MFS Investment Management 2000 - 2003
Skills
Urology, Endocrinology, Rheumatology, Sales Effectiveness, Pharmaceutical Sales, Sales Management, Sales Force Alignment, Diabetes, Sales Operations, Strategic Planning, Long Range Planning, Market Sizing, Employee Engagement, Incentives, Customer Service, Sales Incentive Design..., Organizational Change..., Six Sigma Blackbelt, Sales Force..., 2nd Line Management, Organization &..., Operations Management, Affordable Care Act, Health Care Systems, NCQA, Expense Management, Cross Functional Team..., Business Alliances, New Product Launch, Sales force motivation, Product Portfolio..., Product Launch, Neurology, Osteoporosis, Sales, Product Development, Managed Care
Education
Harvard Business School
HBX CORe Program
The University of Connecticut 1996 — 2000
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Walter Hartford, CFA Walter Hartford, CFA's MFS Investment Management Experience 2012 - 2013
Job Sales & Distribution Leader
Industry Financial Services
Experience
Ryan Labs Asset Management June 2015 - Present
F-Squared Investments September 2013 - March 2015
MFS Investment Management 2012 - 2013
MFS Investment Management 2007 - 2012
MFS Investment Management 2005 - 2007
MFS Investment Management 2000 - 2005
Generation Ventures Associates 1994 - 1999
Continental Resources 1989 - 1994
Fidelity Investments 1987 - 1988
Skills
Asset Allocation, Client Segmentation, Contract Negotiation, Defined Contribution, Distribution Strategies, International Investing, Investment Advisory, Mutual Funds, Separately Managed..., Product Development, Relationship Management, Retirement Planning, RIA, Wealth Management, Portfolio Construction, Institutional, Investments, Portfolio Management, Business Development, CRM, Strategy, Competitive Analysis, Equities, Financial Advisory, Product Management, Finance, Cross-functional Team..., Asset Management, Executive Management, Fixed Income, Analytics, Financial Services, Investment Management, Hedge Funds, Corporate Finance, Alternative Investments, Risk Management, Institutional...
Education
University of Massachusetts at Amherst - Isenberg School of Management 1983 — 1987
BBA, Business Administration, Accounting
Newton North High School
Ryan Labs Asset Management June 2015 - Present
F-Squared Investments September 2013 - March 2015
MFS Investment Management 2012 - 2013
MFS Investment Management 2007 - 2012
MFS Investment Management 2005 - 2007
MFS Investment Management 2000 - 2005
Generation Ventures Associates 1994 - 1999
Continental Resources 1989 - 1994
Fidelity Investments 1987 - 1988
Skills
Asset Allocation, Client Segmentation, Contract Negotiation, Defined Contribution, Distribution Strategies, International Investing, Investment Advisory, Mutual Funds, Separately Managed..., Product Development, Relationship Management, Retirement Planning, RIA, Wealth Management, Portfolio Construction, Institutional, Investments, Portfolio Management, Business Development, CRM, Strategy, Competitive Analysis, Equities, Financial Advisory, Product Management, Finance, Cross-functional Team..., Asset Management, Executive Management, Fixed Income, Analytics, Financial Services, Investment Management, Hedge Funds, Corporate Finance, Alternative Investments, Risk Management, Institutional...
Education
University of Massachusetts at Amherst - Isenberg School of Management 1983 — 1987
BBA, Business Administration, Accounting
Newton North High School
Alexandra Zhmakina's MFS Investment Management Experience January 2014 - June 2014
Job Goldman Sachs Agency Lending
Industry Financial Services
Experience
Goldman Sachs January 2015 - July 2015
MFS Investment Management January 2014 - June 2014
The Central Bank of the Russian Federation June 2012 - August 2012
Skills
Bloomberg Terminal, Microsoft Excel, Finance, Financial Analysis, Analysis, Interpersonal Skills, Cross-cultural..., Emotional Intelligence, Stress Management, Cultural Adaptation, Public Speaking, Teaching English as a..., Microsoft Word, Maverick, Eagle, Outlook, iMovie, PowerPoint, SPSS
Education
Northeastern University 2013 — 2016
Bachelor's Degree, Finance and Psycology, 3.6
The London School of Economics and Political Science (LSE) 2014 — 2014
Summer school, Finance and Economics
Hult International Business School 2012 — 2012
Bachelor's Degree, Finance, General
VVS 2009 — 2011
International Baccalaureate Diploma
Goldman Sachs January 2015 - July 2015
MFS Investment Management January 2014 - June 2014
The Central Bank of the Russian Federation June 2012 - August 2012
Skills
Bloomberg Terminal, Microsoft Excel, Finance, Financial Analysis, Analysis, Interpersonal Skills, Cross-cultural..., Emotional Intelligence, Stress Management, Cultural Adaptation, Public Speaking, Teaching English as a..., Microsoft Word, Maverick, Eagle, Outlook, iMovie, PowerPoint, SPSS
Education
Northeastern University 2013 — 2016
Bachelor's Degree, Finance and Psycology, 3.6
The London School of Economics and Political Science (LSE) 2014 — 2014
Summer school, Finance and Economics
Hult International Business School 2012 — 2012
Bachelor's Degree, Finance, General
VVS 2009 — 2011
International Baccalaureate Diploma
Dov Frede's MFS Investment Management Experience September 2014 - Present
Job Digital Resources Librarian at MFS Investment Management
Industry Libraries
Experience
MFS Investment Management September 2014 - Present
WGBH April 2014 - September 2014
Digital Heritage Mapping January 2014 - June 2014
Fidelity Investments August 2012 - November 2013
Maryland Institute for Technology in the Humanities February 2012 - August 2012
WGBH May 2008 - August 2012
Chicago Public Library August 2011 - February 2012
Cambridge Historical Society March 2011 - June 2011
Massachusetts Historical Society July 2006 - July 2010
Simmons College August 2005 - May 2008
Skills
Knowledge Management, Metadata, Digitization, Cataloging, Taxonomy, Library, XML, History, Research, Digital Libraries, Editing, Multimedia, Document Management, French, Mac, Documentations, Microsoft Office, TEI, Oxygen XML Editor, SharePoint, Google Docs, File naming conventions, Windows, Controlled Vocabularies, MS Office, OCLC, PC, Macintosh, Digital Libraries and..., Digital Preservation, Guitar, Django CMS, FileMaker, Artesia DAMS, Jive SBS, Libraries, Social Media, Content Management, Library Science, Information Architecture
Education
Simmons College 2005 — 2008
MS, Library and Information Science, 3.3
Harvard Extension School 1999 — 2000
English Language and Literature, General
Yale University 1993 — 1997
BA, English
上智大学 / Sophia University 1995 — 1995
Summer Session Certificate, Japanese, Theater Studies
MFS Investment Management September 2014 - Present
WGBH April 2014 - September 2014
Digital Heritage Mapping January 2014 - June 2014
Fidelity Investments August 2012 - November 2013
Maryland Institute for Technology in the Humanities February 2012 - August 2012
WGBH May 2008 - August 2012
Chicago Public Library August 2011 - February 2012
Cambridge Historical Society March 2011 - June 2011
Massachusetts Historical Society July 2006 - July 2010
Simmons College August 2005 - May 2008
Skills
Knowledge Management, Metadata, Digitization, Cataloging, Taxonomy, Library, XML, History, Research, Digital Libraries, Editing, Multimedia, Document Management, French, Mac, Documentations, Microsoft Office, TEI, Oxygen XML Editor, SharePoint, Google Docs, File naming conventions, Windows, Controlled Vocabularies, MS Office, OCLC, PC, Macintosh, Digital Libraries and..., Digital Preservation, Guitar, Django CMS, FileMaker, Artesia DAMS, Jive SBS, Libraries, Social Media, Content Management, Library Science, Information Architecture
Education
Simmons College 2005 — 2008
MS, Library and Information Science, 3.3
Harvard Extension School 1999 — 2000
English Language and Literature, General
Yale University 1993 — 1997
BA, English
上智大学 / Sophia University 1995 — 1995
Summer Session Certificate, Japanese, Theater Studies
Christopher Rooney Christopher Rooney's MFS Investment Management Experience March 2013 - Present
Job Institutional Client Service Manager at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management March 2013 - Present
MFS Investment Management July 2010 - March 2013
MFS Investment Management May 2008 - August 2008
Skills
Series 7, Series 63
Education
Hobart and William Smith Colleges 2006 — 2010
BA, Political Science
Duxbury High School 2002 — 2006
MFS Investment Management March 2013 - Present
MFS Investment Management July 2010 - March 2013
MFS Investment Management May 2008 - August 2008
Skills
Series 7, Series 63
Education
Hobart and William Smith Colleges 2006 — 2010
BA, Political Science
Duxbury High School 2002 — 2006
mimoza dimodugno mimoza dimodugno's MFS Investment Management Experience July 2006 - Present
Job Senior Systems Analyst at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management July 2006 - Present
Skills
Unix, Java, HTML, XML, Systems Analysis, Business Analysis, Enterprise Architecture, SQL, PMI, Data Analysis, Data Mining, Database Administration, Data Warehousing, Web Design, Research, Project Management, PMP, Knowledge Management, XHTML, Disaster Recovery, TCP/IP, User Experience, Microsoft Office, PowerPoint, Strategic Planning, Automation, Analytics, Customer Service, VMware, Business Intelligence, Analysis
Education
Harvard University 2009 — 2013
Master's degree, Information Technology
Northeastern University 2003 — 2006
Bachelor's degree, Management of Information Systems
University of Tirana, Albania 1997 — 2001
Bachelor's degree, Journalism
MFS Investment Management July 2006 - Present
Skills
Unix, Java, HTML, XML, Systems Analysis, Business Analysis, Enterprise Architecture, SQL, PMI, Data Analysis, Data Mining, Database Administration, Data Warehousing, Web Design, Research, Project Management, PMP, Knowledge Management, XHTML, Disaster Recovery, TCP/IP, User Experience, Microsoft Office, PowerPoint, Strategic Planning, Automation, Analytics, Customer Service, VMware, Business Intelligence, Analysis
Education
Harvard University 2009 — 2013
Master's degree, Information Technology
Northeastern University 2003 — 2006
Bachelor's degree, Management of Information Systems
University of Tirana, Albania 1997 — 2001
Bachelor's degree, Journalism
Emma Shuck Emma Shuck's MFS Investment Management Experience July 2010 - December 2010
Job BPO Change & Communication at Pentland Brands
Industry Apparel & Fashion
Experience
Elite Daily June 2015 - Present
Pentland Brands January 2015 - Present
Converse February 2014 - January 2015
Puma July 2012 - December 2012
Nautica February 2012 - June 2012
Nautica July 2011 - December 2011
MFS Investment Management July 2010 - December 2010
Nathana Josephs Public Relations January 2009 - May 2009
Fidelity Investments May 2008 - August 2008
Skills
Social Media, Press Releases, Adobe Photoshop, Writing, InDesign, Public Relations, YouTube, Marketing, Financial Services, Microsoft Excel, Microsoft Office, WordPress, Spotify, Storination, Technical Writing, Creative Writing, Blogging, Hootsuite, Instagram, Twitter, Pinterest, Cision, Google Analytics, Copy Editing, Microsoft Project
Education
Harvard University 2013 — 2013
Creative Writing Graduate Course
Northeastern University 2009 — 2013
Bachelor of Arts (BA), Journalism, Magna Cum Laude
Hofstra University 2008 — 2009
Elite Daily June 2015 - Present
Pentland Brands January 2015 - Present
Converse February 2014 - January 2015
Puma July 2012 - December 2012
Nautica February 2012 - June 2012
Nautica July 2011 - December 2011
MFS Investment Management July 2010 - December 2010
Nathana Josephs Public Relations January 2009 - May 2009
Fidelity Investments May 2008 - August 2008
Skills
Social Media, Press Releases, Adobe Photoshop, Writing, InDesign, Public Relations, YouTube, Marketing, Financial Services, Microsoft Excel, Microsoft Office, WordPress, Spotify, Storination, Technical Writing, Creative Writing, Blogging, Hootsuite, Instagram, Twitter, Pinterest, Cision, Google Analytics, Copy Editing, Microsoft Project
Education
Harvard University 2013 — 2013
Creative Writing Graduate Course
Northeastern University 2009 — 2013
Bachelor of Arts (BA), Journalism, Magna Cum Laude
Hofstra University 2008 — 2009
Erin Milliken Erin Milliken's MFS Investment Management Experience March 2014 - Present
Job Global Investment Support
Industry Investment Management
Experience
MFS Investment Management March 2014 - Present
Brown Brothers Harriman June 2012 - February 2014
Brown Brothers Harriman May 2010 - June 2012
Skills
Microsoft Excel, Fundraising, SWIFT messaging, Euclid, Team Leadership, Teamwork, Adaptability, Learning Quickly, Bloomberg Terminal, Risk Management, Client Relations Skills, Paperless, Reporting & Analysis, International Tax, Corporate Actions, DTC, Highly detail oriented, Process Improvement, Communication Skills, Financial Analysis, Bloomberg, Client Services, Lotus Notes, PowerPoint, Microsoft Word, Employee Training, Vlookup, Macro, Financial Services, Securities, Equities, Mutual Funds, Finance, Fixed Income, Microsoft Office
Education
University of Massachusetts at Amherst - Isenberg School of Management 2006 — 2010
BS, Accounting
MFS Investment Management March 2014 - Present
Brown Brothers Harriman June 2012 - February 2014
Brown Brothers Harriman May 2010 - June 2012
Skills
Microsoft Excel, Fundraising, SWIFT messaging, Euclid, Team Leadership, Teamwork, Adaptability, Learning Quickly, Bloomberg Terminal, Risk Management, Client Relations Skills, Paperless, Reporting & Analysis, International Tax, Corporate Actions, DTC, Highly detail oriented, Process Improvement, Communication Skills, Financial Analysis, Bloomberg, Client Services, Lotus Notes, PowerPoint, Microsoft Word, Employee Training, Vlookup, Macro, Financial Services, Securities, Equities, Mutual Funds, Finance, Fixed Income, Microsoft Office
Education
University of Massachusetts at Amherst - Isenberg School of Management 2006 — 2010
BS, Accounting
Bruce Krigman's MFS Investment Management Experience 1985 - 1987
Job Integration Engineer South Shore Hospital
Industry Hospital & Health Care
Experience
South Shore Hospital 1999 - Present
Harvard Pilgrim Health Care 1987 - 1997
MFS Investment Management 1985 - 1987
Skills
Integration, Meditech, Healthcare Information..., HL7, EMR, Troubleshooting, EHR, Process Improvement, Software Implementation, Healthcare, Access, Health Information..., HIPAA, Software Documentation, Hospitals, Analysis, SDLC, Visio, Rhapsody, eGate, Interfaces
Education
Ithaca College 1980 — 1985
BA, Philosophy (The Few, The Proud)
Wayland HS
South Shore Hospital 1999 - Present
Harvard Pilgrim Health Care 1987 - 1997
MFS Investment Management 1985 - 1987
Skills
Integration, Meditech, Healthcare Information..., HL7, EMR, Troubleshooting, EHR, Process Improvement, Software Implementation, Healthcare, Access, Health Information..., HIPAA, Software Documentation, Hospitals, Analysis, SDLC, Visio, Rhapsody, eGate, Interfaces
Education
Ithaca College 1980 — 1985
BA, Philosophy (The Few, The Proud)
Wayland HS
Kim Olson (work) Kim Olson (work)'s MFS Investment Management Experience May 1999 - April 2006
Job Instructional Systems Designer at Siemens Healthcare
Industry Education Management
Experience
Siemens Healthcare April 2006 - Present
MFS Investment Management May 1999 - April 2006
CSC May 1997 - May 1999
Skills
Captivate, Instructional Design, E-learning, Technical Writing, Technical Training, Adult Education, Adobe Acrobat, Curriculum Design, Curriculum Development, Technical Documentation, Performance Improvement, Manuals, Visio, PowerPoint, Presenter, Documentation, Classroom Instruction, Software Documentation, Usability Testing, Microsoft Office, Multimedia, Courses, Word, MS Office Suite, SharePoint, End User Training, Editing, Writing, Excel, Organizational..., Needs Analysis, Software Training, Flash, E-Learning, Medical Imaging, Learning Management..., Hands-on Training
Education
Lesley University 1998 — 2000
Master of Science (M.S.), Training and Organizational Development, A
Stonehill College 1990 — 1994
Bachelor of Science in Business Administration B.S.B.A., Business Administration / Computer Science, 3.0 Average
Siemens Healthcare April 2006 - Present
MFS Investment Management May 1999 - April 2006
CSC May 1997 - May 1999
Skills
Captivate, Instructional Design, E-learning, Technical Writing, Technical Training, Adult Education, Adobe Acrobat, Curriculum Design, Curriculum Development, Technical Documentation, Performance Improvement, Manuals, Visio, PowerPoint, Presenter, Documentation, Classroom Instruction, Software Documentation, Usability Testing, Microsoft Office, Multimedia, Courses, Word, MS Office Suite, SharePoint, End User Training, Editing, Writing, Excel, Organizational..., Needs Analysis, Software Training, Flash, E-Learning, Medical Imaging, Learning Management..., Hands-on Training
Education
Lesley University 1998 — 2000
Master of Science (M.S.), Training and Organizational Development, A
Stonehill College 1990 — 1994
Bachelor of Science in Business Administration B.S.B.A., Business Administration / Computer Science, 3.0 Average
Lana Schybria's MFS Investment Management Experience January 2013 - July 2013
Job Graduate from D'AmoreMcKim School of Business, Northeastern University
Industry Management Consulting
Experience
The Boston Consulting Group January 2014 - September 2014
MFS Investment Management January 2013 - July 2013
MFS Investment Management January 2012 - July 2012
Skills
Business Intelligence, Requirements Analysis, Microsoft Office, Business Objects, Program Management, Outlook, Business Requirements, Analysis, SDLC, Business Analysis, Integration, Oracle Applications, Oracle Database, Infor Expense..., HR Online (Human..., Consultant Contract..., SRM, Minitab, Diva, Photoshop, SQL (beginner), CRM
Education
Harvard University 2015 — 2015
Economics
Harvard University 2015 — 2015
Creative Thinking, A
Northeastern University 2010 — 2015
Bachelor of Business Administration (BBA), Finance; Management, 3.2
The Boston Consulting Group January 2014 - September 2014
MFS Investment Management January 2013 - July 2013
MFS Investment Management January 2012 - July 2012
Skills
Business Intelligence, Requirements Analysis, Microsoft Office, Business Objects, Program Management, Outlook, Business Requirements, Analysis, SDLC, Business Analysis, Integration, Oracle Applications, Oracle Database, Infor Expense..., HR Online (Human..., Consultant Contract..., SRM, Minitab, Diva, Photoshop, SQL (beginner), CRM
Education
Harvard University 2015 — 2015
Economics
Harvard University 2015 — 2015
Creative Thinking, A
Northeastern University 2010 — 2015
Bachelor of Business Administration (BBA), Finance; Management, 3.2
Ann Keitner's MFS Investment Management Experience 1999 - 2004
Job Consultant
Industry Investment Management
Experience
ReGroup, LLC September 2014 - Present
Liberty Mutual Group Asset Management Inc. January 2013 - September 2014
Hermes Fund Distributors LLC July 2011 - December 2012
Hermes Fund Managers (North America) LP October 2009 - December 2012
Standish Mellon Asset Management September 2006 - October 2009
Franklin Portfolio Associates 2004 - 2006
MFS Investment Management 1999 - 2004
Skills
Asset Management, Compliance, FINRA, Series 7, Series 24, Operations Management, Marketing Management, Securities Regulation, 401k, KYC, Marketing, Relationship Management, Due Diligence, Series 63, Asset Managment, Hedge Funds, Mutual Funds, Alternative Investments, Securities, Management, Financial Services, Equities, Portfolio Management
Education
Hobart and William Smith Colleges 1990 — 1994
BA, Economics
Westtown School 1979 — 1990
High School Diploma
ReGroup, LLC September 2014 - Present
Liberty Mutual Group Asset Management Inc. January 2013 - September 2014
Hermes Fund Distributors LLC July 2011 - December 2012
Hermes Fund Managers (North America) LP October 2009 - December 2012
Standish Mellon Asset Management September 2006 - October 2009
Franklin Portfolio Associates 2004 - 2006
MFS Investment Management 1999 - 2004
Skills
Asset Management, Compliance, FINRA, Series 7, Series 24, Operations Management, Marketing Management, Securities Regulation, 401k, KYC, Marketing, Relationship Management, Due Diligence, Series 63, Asset Managment, Hedge Funds, Mutual Funds, Alternative Investments, Securities, Management, Financial Services, Equities, Portfolio Management
Education
Hobart and William Smith Colleges 1990 — 1994
BA, Economics
Westtown School 1979 — 1990
High School Diploma
Nancy Legg Nancy Legg's MFS Investment Management Experience 1987 - 1994
Job Client Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management March 2013 - Present
CK Franchising, Inc. November 2008 - March 2013
MFS Investment Management 1987 - 1994
New England Financial 1986 - 1987
The Boston Company 1985 - 1986
Skills
PowerPoint, Microsoft Excel, Outlook, Public Speaking, Benefits Administration, Budgets, Customer Service
Education
Ithaca College 1981 — 1985
Bachelor of Science (B.S.), Finance, General
Morgan Stanley Wealth Management March 2013 - Present
CK Franchising, Inc. November 2008 - March 2013
MFS Investment Management 1987 - 1994
New England Financial 1986 - 1987
The Boston Company 1985 - 1986
Skills
PowerPoint, Microsoft Excel, Outlook, Public Speaking, Benefits Administration, Budgets, Customer Service
Education
Ithaca College 1981 — 1985
Bachelor of Science (B.S.), Finance, General
Megan McGuire Ledeen Megan McGuire Ledeen's MFS Investment Management Experience 2002 - 2004
Job Corporate Paralegal
Industry Legal Services
Experience
Corporate Paralegal June 2015 - Present
Virtual Paralegal Services October 2013 - June 2014
Harvest Power, Inc. May 2012 - October 2013
JPMorgan Chase April 2011 - December 2011
Ropes & Gray LLP July 2007 - April 2011
Goodwin Procter LLP December 2005 - July 2007
Edwards Angell Palmer & Dodge LLP July 2005 - July 2007
MFS Investment Management 2002 - 2004
Skills
Venture Capital, Restructuring, Mergers, Private Equity, Due Diligence, Securities, Corporate Governance, Mergers & Acquisitions, Intellectual Property, Corporate Law, Legal Research, Start-ups, SEC filings, IPO, Corporate Finance, M, Securities Offerings, Legal Writing, Legal Assistance, Legal Documents, Legal Issues, Commercial Litigation, Litigation, Securities Regulation
Education
Hobart and William Smith Colleges 1997 — 2001
BA, Political Science and Government
Corporate Paralegal June 2015 - Present
Virtual Paralegal Services October 2013 - June 2014
Harvest Power, Inc. May 2012 - October 2013
JPMorgan Chase April 2011 - December 2011
Ropes & Gray LLP July 2007 - April 2011
Goodwin Procter LLP December 2005 - July 2007
Edwards Angell Palmer & Dodge LLP July 2005 - July 2007
MFS Investment Management 2002 - 2004
Skills
Venture Capital, Restructuring, Mergers, Private Equity, Due Diligence, Securities, Corporate Governance, Mergers & Acquisitions, Intellectual Property, Corporate Law, Legal Research, Start-ups, SEC filings, IPO, Corporate Finance, M, Securities Offerings, Legal Writing, Legal Assistance, Legal Documents, Legal Issues, Commercial Litigation, Litigation, Securities Regulation
Education
Hobart and William Smith Colleges 1997 — 2001
BA, Political Science and Government
Sarah Saunders Sarah Saunders's MFS Investment Management Experience November 2004 - Present
Job Consultant Database Analyst at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management November 2004 - Present
Education
Hobart and William Smith Colleges
MFS Investment Management November 2004 - Present
Education
Hobart and William Smith Colleges
Bill Finnegan Bill Finnegan's MFS Investment Management Experience February 1998 - October 2014
Job Chief Marketing Officer at AMG Distributors
Industry Financial Services
Experience
AMG Distributors October 2014 - Present
MFS Investment Management February 1998 - October 2014
New England Funds January 1993 - January 1998
Skills
Investments, Mutual Funds, Series 7, Series 63, Asset Management, Financial Services, Management, Alternative Investments, Asset Allocation, Wealth Management, Securities, Fixed Income, Series 6, Investment Management, Risk Management, Product Marketing, Marketing Strategy, Morningstar, Marketing, Separately Managed..., Series 24, Integrated Marketing, Morningstar Direct, 401k, Strategy, Direct Marketing, Equities, Marketing Communications, Digital Marketing, Asset Managment, CRM, ETFs, Email Marketing, Hedge Funds, Retirement Planning
Education
University of Massachusetts at Amherst - Isenberg School of Management
Bachelor of Business Administration (BBA), Finance
AMG Distributors October 2014 - Present
MFS Investment Management February 1998 - October 2014
New England Funds January 1993 - January 1998
Skills
Investments, Mutual Funds, Series 7, Series 63, Asset Management, Financial Services, Management, Alternative Investments, Asset Allocation, Wealth Management, Securities, Fixed Income, Series 6, Investment Management, Risk Management, Product Marketing, Marketing Strategy, Morningstar, Marketing, Separately Managed..., Series 24, Integrated Marketing, Morningstar Direct, 401k, Strategy, Direct Marketing, Equities, Marketing Communications, Digital Marketing, Asset Managment, CRM, ETFs, Email Marketing, Hedge Funds, Retirement Planning
Education
University of Massachusetts at Amherst - Isenberg School of Management
Bachelor of Business Administration (BBA), Finance
Jonathan Gifford Jonathan Gifford's MFS Investment Management Experience June 2006 - December 2006
Job Manager at John Hancock Retirement Plan Services
Industry Investment Management
Experience
John Hancock Retirement Plan Services, Formerly New York Life Retirement Plan Services June 2008 - Present
Columbia Management February 2007 - June 2008
MFS Investment Management June 2006 - December 2006
MFS Investment Management December 2000 - June 2006
MFS Investment Management March 2000 - December 2000
MFS Investment Management October 1998 - March 2000
Skills
Management, Mutual Funds, Sales, Relationship Management, Business Process, Financial Analysis, Product Management, Portfolio Management, Auditing, Securities, Team Leadership, Financial Modeling, Customer Service, Risk Management, Quality Assurance, 401k, Financial Services
Education
Johnson & Wales University
BS, Hospitality Management
John Hancock Retirement Plan Services, Formerly New York Life Retirement Plan Services June 2008 - Present
Columbia Management February 2007 - June 2008
MFS Investment Management June 2006 - December 2006
MFS Investment Management December 2000 - June 2006
MFS Investment Management March 2000 - December 2000
MFS Investment Management October 1998 - March 2000
Skills
Management, Mutual Funds, Sales, Relationship Management, Business Process, Financial Analysis, Product Management, Portfolio Management, Auditing, Securities, Team Leadership, Financial Modeling, Customer Service, Risk Management, Quality Assurance, 401k, Financial Services
Education
Johnson & Wales University
BS, Hospitality Management
Stephanie Monaco's MFS Investment Management Experience February 2013 - September 2013
Job Executive Assistant at E+E Elektronik
Industry Electrical/Electronic Manufacturing
Experience
E+E Elektronik September 2013 - Present
MFS Investment Management February 2013 - September 2013
Victoria's Secret 2011 - 2012
Future Affairs Productions August 2011 - November 2011
Saphire Estate May 2009 - August 2010
Skills
Customer Service, Time Management, Detail Oriented, Highly Organized, People Skills, Customer Experience, Customer Satisfaction, Data Entry, Goal Oriented, Sales Management, Sales Operations, Social Networking, Teamwork, Telephone Skills, Training, Trade Shows
Education
Johnson and Wales University 2008 — 2012
Bachelor's degree, Meeting and Event Planning
Mansfield High School 2004 — 2008
Diploma
E+E Elektronik September 2013 - Present
MFS Investment Management February 2013 - September 2013
Victoria's Secret 2011 - 2012
Future Affairs Productions August 2011 - November 2011
Saphire Estate May 2009 - August 2010
Skills
Customer Service, Time Management, Detail Oriented, Highly Organized, People Skills, Customer Experience, Customer Satisfaction, Data Entry, Goal Oriented, Sales Management, Sales Operations, Social Networking, Teamwork, Telephone Skills, Training, Trade Shows
Education
Johnson and Wales University 2008 — 2012
Bachelor's degree, Meeting and Event Planning
Mansfield High School 2004 — 2008
Diploma
Jared J. Manville's MFS Investment Management Experience December 1997 - February 1999
Job Managing Consultant at Marsh & McLennan Agency
Industry Financial Services
Experience
The Bostonian Group, a Marsh & McLennan Agency Company September 2012 - Present
The Bostonian Group, a Marsh & McLennan Agency Company January 2011 - September 2012
Winn Gingras Financial Group September 2008 - January 2011
The Hartford 2007 - 2008
MFS Retirement Services 1999 - 2007
Killington Ski School 1997 - 2001
MFS Investment Management December 1997 - February 1999
Skills
Retirement Planning, Sales, Pensions, 401k, Management, Defined Benefit, Employee Benefits, Defined Contribution, Investments, Series 63, Mutual Funds, Series 7, ERISA, Retirement Plan..., Retirement, Financial Services, Asset Allocation, Series 6, Insurance, Wealth Management, Securities
Education
Hartwick College 1993 — 1997
Finance & Political Science
Avon Middle School
Dover Sherborn High School
The Bostonian Group, a Marsh & McLennan Agency Company September 2012 - Present
The Bostonian Group, a Marsh & McLennan Agency Company January 2011 - September 2012
Winn Gingras Financial Group September 2008 - January 2011
The Hartford 2007 - 2008
MFS Retirement Services 1999 - 2007
Killington Ski School 1997 - 2001
MFS Investment Management December 1997 - February 1999
Skills
Retirement Planning, Sales, Pensions, 401k, Management, Defined Benefit, Employee Benefits, Defined Contribution, Investments, Series 63, Mutual Funds, Series 7, ERISA, Retirement Plan..., Retirement, Financial Services, Asset Allocation, Series 6, Insurance, Wealth Management, Securities
Education
Hartwick College 1993 — 1997
Finance & Political Science
Avon Middle School
Dover Sherborn High School
Matt Tully, CIMA®'s MFS Investment Management Experience August 1990 - November 2006
Job Regional Sales Director at Catalyst Funds
Industry Financial Services
Experience
Catalyst Funds March 2015 - Present
Maximum Impact Partners, Inc. September 2014 - Present
Legg Mason November 2010 - April 2014
John Hancock Financial Services October 2006 - November 2010
MFS Investment Management August 1990 - November 2006
Education
Indiana University Bloomington
Bachelor's Degree, Economics
Catalyst Funds March 2015 - Present
Maximum Impact Partners, Inc. September 2014 - Present
Legg Mason November 2010 - April 2014
John Hancock Financial Services October 2006 - November 2010
MFS Investment Management August 1990 - November 2006
Education
Indiana University Bloomington
Bachelor's Degree, Economics
Timothy Burnieika's MFS Investment Management Experience June 1998 - April 2000
Job COO at BEAN
Industry Financial Services
Experience
BEAN (Boston Electronic Application Network) March 2011 - Present
Fidelity Investments April 2000 - October 2008
MFS Investment Management June 1998 - April 2000
MFS Investment Management April 1997 - June 1998
Public Financial Management July 1993 - April 1997
Skills
Equity Trading, Equity Research, Equities, Investments, Mutual Funds, Investment Strategies, Bonds, Hedge Funds, Fixed Income, Portfolio Management, Asset Managment, Bloomberg, Securities, Trading, Electronic Trading
Education
Harvard University 1987 — 1991
BA, Economics
BEAN (Boston Electronic Application Network) March 2011 - Present
Fidelity Investments April 2000 - October 2008
MFS Investment Management June 1998 - April 2000
MFS Investment Management April 1997 - June 1998
Public Financial Management July 1993 - April 1997
Skills
Equity Trading, Equity Research, Equities, Investments, Mutual Funds, Investment Strategies, Bonds, Hedge Funds, Fixed Income, Portfolio Management, Asset Managment, Bloomberg, Securities, Trading, Electronic Trading
Education
Harvard University 1987 — 1991
BA, Economics
Samir Sanghavi Samir Sanghavi's MFS Investment Management Experience October 2007 - Present
Job Team Lead/Senior Programmer Analyst at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management October 2007 - Present
State Street Corporation July 2005 - October 2007
Thomas Cook December 2003 - June 2005
Skills
Agile Methodologies, Oracle, XML, Tomcat, JSP, Toad, Shell Scripting, HTML, Java, Hibernate, WebSphere Portal, Eclipse, Struts, AJAX, CSS, JavaScript, Sun Certified Java..., jQuery, Design Patterns, Responsive Web Design...
Education
Harvard University 2008 — 2012
Master's of Liberal Arts, Information Systems Management, 3.92/4
University of Mumbai 1999 — 2003
Bachelors, Telecommunications Engineering
MFS Investment Management October 2007 - Present
State Street Corporation July 2005 - October 2007
Thomas Cook December 2003 - June 2005
Skills
Agile Methodologies, Oracle, XML, Tomcat, JSP, Toad, Shell Scripting, HTML, Java, Hibernate, WebSphere Portal, Eclipse, Struts, AJAX, CSS, JavaScript, Sun Certified Java..., jQuery, Design Patterns, Responsive Web Design...
Education
Harvard University 2008 — 2012
Master's of Liberal Arts, Information Systems Management, 3.92/4
University of Mumbai 1999 — 2003
Bachelors, Telecommunications Engineering
Jennifer Irish Jennifer Irish's MFS Investment Management Experience December 2005 - March 2008
Job Director, Executive Relationship Manager at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services April 2015 - Present
New York Life Insurance Company March 2015 - April 2015
Experienced Retirement Professional available for new opportunities April 2014 - March 2015
MassMutual Financial Group January 2013 - April 2014
The Hartford March 2008 - December 2012
MFS Investment Management December 2005 - March 2008
MFS Investment Management April 2005 - December 2005
MFS Investment Management 2001 - 2005
MFS Investment Management 2000 - 2001
Skills
Retirement Planning, 401k, Retirement, Defined Benefit, Qualified Retirement..., Series 63, Series 6, Mutual Funds, FINRA, Retirement Plan..., ERISA, Defined Contribution, Pensions, Profit Sharing, Bilingual, Investments, Relationship Management, Financial Services
Education
Hobart and William Smith Colleges 1995 — 1999
Bachelor of Arts, Spanish and Hispanic Studies
John Hancock Financial Services April 2015 - Present
New York Life Insurance Company March 2015 - April 2015
Experienced Retirement Professional available for new opportunities April 2014 - March 2015
MassMutual Financial Group January 2013 - April 2014
The Hartford March 2008 - December 2012
MFS Investment Management December 2005 - March 2008
MFS Investment Management April 2005 - December 2005
MFS Investment Management 2001 - 2005
MFS Investment Management 2000 - 2001
Skills
Retirement Planning, 401k, Retirement, Defined Benefit, Qualified Retirement..., Series 63, Series 6, Mutual Funds, FINRA, Retirement Plan..., ERISA, Defined Contribution, Pensions, Profit Sharing, Bilingual, Investments, Relationship Management, Financial Services
Education
Hobart and William Smith Colleges 1995 — 1999
Bachelor of Arts, Spanish and Hispanic Studies
William Adams, CFA William Adams, CFA's MFS Investment Management Experience January 2015 - Present
Job
Industry Investment Management
Experience
MFS Investment Management January 2015 - Present
MFS Investment Management July 2011 - Present
MFS Investment Management December 2009 - Present
MFS Investment Management July 1997 - November 2005
Conseco Capital Management July 1994 - June 1997
Mellon Bank June 1991 - July 1994
Skills
Portfolio Management, Fixed Income, Loans, Investments, Alternative Investments
Education
Indiana University - Kelley School of Business 1990 — 1991
MBA, Finance
Indiana University Bloomington 1988 — 1990
MA, Speech Communication
La Salle University 1984 — 1988
BA, Communication Arts!
MFS Investment Management January 2015 - Present
MFS Investment Management July 2011 - Present
MFS Investment Management December 2009 - Present
MFS Investment Management July 1997 - November 2005
Conseco Capital Management July 1994 - June 1997
Mellon Bank June 1991 - July 1994
Skills
Portfolio Management, Fixed Income, Loans, Investments, Alternative Investments
Education
Indiana University - Kelley School of Business 1990 — 1991
MBA, Finance
Indiana University Bloomington 1988 — 1990
MA, Speech Communication
La Salle University 1984 — 1988
BA, Communication Arts!
Bob Pozen Bob Pozen's MFS Investment Management Experience July 2010 - December 2011
Job Senior Lecturer at the Harvard Business School and Senior Fellow at Brookings
Industry Financial Services
Experience
Harvard Business School 2007 - Present
MFS Investment Management July 2010 - December 2011
MFS Investment Management January 2004 - July 2010
Securities and Exchange Commission (SEC) Advisory Committee 2008 - 2008
Harvard Law School 2002 - 2003
Commonwealth of Massachusetts 2001 - 2002
Commission to Strengthen Social Security 2001 - 2002
Fidelity Investments 1987 - 2001
Skills
Research, Financial Reporting, Editing, Financial Advisory, Corporate Governance, Economics, Public Speaking, Investments, Finance, Banking, Asset Management, Management, Entrepreneurship, Private Equity, Strategy, Financial Modeling, Government, Strategic Planning, Mutual Funds, Budgets, Start-ups, Books, Mergers & Acquisitions, Investment Management, Valuation, Teaching, Insurance, Business Strategy, Investment Banking, Proposal Writing, Social Media, Higher Education, Nonprofits, Leadership, Risk Management, Marketing Strategy, Publishing, Portfolio Management, Management Consulting, Financial Analysis, Corporate Finance, Policy Analysis, Capital Markets, Asset Protection, Due Diligence, Data Analysis, Venture Capital, Asset Managment, Hedge Funds, Analysis
Education
Yale Law School
JSD
Yale Law School 1970 — 1972
JD
Harvard University 1965 — 1968
Harvard Business School 2007 - Present
MFS Investment Management July 2010 - December 2011
MFS Investment Management January 2004 - July 2010
Securities and Exchange Commission (SEC) Advisory Committee 2008 - 2008
Harvard Law School 2002 - 2003
Commonwealth of Massachusetts 2001 - 2002
Commission to Strengthen Social Security 2001 - 2002
Fidelity Investments 1987 - 2001
Skills
Research, Financial Reporting, Editing, Financial Advisory, Corporate Governance, Economics, Public Speaking, Investments, Finance, Banking, Asset Management, Management, Entrepreneurship, Private Equity, Strategy, Financial Modeling, Government, Strategic Planning, Mutual Funds, Budgets, Start-ups, Books, Mergers & Acquisitions, Investment Management, Valuation, Teaching, Insurance, Business Strategy, Investment Banking, Proposal Writing, Social Media, Higher Education, Nonprofits, Leadership, Risk Management, Marketing Strategy, Publishing, Portfolio Management, Management Consulting, Financial Analysis, Corporate Finance, Policy Analysis, Capital Markets, Asset Protection, Due Diligence, Data Analysis, Venture Capital, Asset Managment, Hedge Funds, Analysis
Education
Yale Law School
JSD
Yale Law School 1970 — 1972
JD
Harvard University 1965 — 1968
Owen Murray Owen Murray's MFS Investment Management Experience October 2014 - Present
Job Student at HampdenSydney College
Industry Investment Management
Experience
MFS Investment Management October 2014 - Present
The London Company May 2013 - August 2013
Skills
Financial Accounting, Corporate Finance, Financial Analysis, Financial Markets, Behavioral Finance, Financial Statements, Microsoft Excel, Bloomberg Terminal, FactSet, Macroeconomics, Microeconomics, Managerial Economics, Investments
Education
Hampden-Sydney College 2010 — 2014
Bachelor of Science, Economics & Business
Douglas S. Freeman 2006 — 2010
High School
MFS Investment Management October 2014 - Present
The London Company May 2013 - August 2013
Skills
Financial Accounting, Corporate Finance, Financial Analysis, Financial Markets, Behavioral Finance, Financial Statements, Microsoft Excel, Bloomberg Terminal, FactSet, Macroeconomics, Microeconomics, Managerial Economics, Investments
Education
Hampden-Sydney College 2010 — 2014
Bachelor of Science, Economics & Business
Douglas S. Freeman 2006 — 2010
High School
Michael Bolton Michael Bolton's MFS Investment Management Experience August 2013 - Present
Job Equity Research Associate at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management August 2013 - Present
Rotterdam School of Management, Erasmus University January 2013 - May 2013
Richard Ivey School of Business September 2011 - May 2013
CGI Group Inc. May 2012 - August 2012
CGI Group Inc. May 2011 - August 2011
CGI Group Inc. May 2010 - August 2010
Education
Rotterdam School of Management, Erasmus University 2013 — 2013
International Exchange Program, Finance
The University of Western Ontario - Richard Ivey School of Business 2009 — 2013
Honors Business Administration, Finance, General
Canadian Securities Institute 2012 — 2012
Canadian Securities Course, Financial Services
Crescent School 2000 — 2009
High School Diploma
MFS Investment Management August 2013 - Present
Rotterdam School of Management, Erasmus University January 2013 - May 2013
Richard Ivey School of Business September 2011 - May 2013
CGI Group Inc. May 2012 - August 2012
CGI Group Inc. May 2011 - August 2011
CGI Group Inc. May 2010 - August 2010
Education
Rotterdam School of Management, Erasmus University 2013 — 2013
International Exchange Program, Finance
The University of Western Ontario - Richard Ivey School of Business 2009 — 2013
Honors Business Administration, Finance, General
Canadian Securities Institute 2012 — 2012
Canadian Securities Course, Financial Services
Crescent School 2000 — 2009
High School Diploma
Marra Corona's MFS Investment Management Experience February 2012 - October 2012
Job Technical Recruiter at Randstad Technologies US
Industry Staffing and Recruiting
Experience
Randstad Technologies US October 2012 - Present
MFS Investment Management February 2012 - October 2012
Equinox October 2011 - November 2011
The Sagamore Resort May 2011 - August 2011
Center for Early Childhood Care January 2011 - May 2011
Hampton Inn & Suites May 2010 - September 2010
Hampton Inn September 2009 - May 2010
Hampton Inn and Suites June 2009 - September 2009
Skills
PowerPoint, Microsoft Excel, Management, Social Networking, Microsoft Word, Leadership, Online Research, Tourism, Hotels, Data Entry, Outlook, Customer Service, Facebook, Event Planning, Time Management, Account Management, Sales, Customer Satisfaction, Interviews, Internet Recruiting, Recruiting, Technical Recruiting
Education
University of Massachusetts, Amherst 2008 — 2011
Bachelor of Science, Hospitality and Tourism
Hudson Valley Community College
Bachelor of Science, Hospitality and Tourism Management; Tourism
Randstad Technologies US October 2012 - Present
MFS Investment Management February 2012 - October 2012
Equinox October 2011 - November 2011
The Sagamore Resort May 2011 - August 2011
Center for Early Childhood Care January 2011 - May 2011
Hampton Inn & Suites May 2010 - September 2010
Hampton Inn September 2009 - May 2010
Hampton Inn and Suites June 2009 - September 2009
Skills
PowerPoint, Microsoft Excel, Management, Social Networking, Microsoft Word, Leadership, Online Research, Tourism, Hotels, Data Entry, Outlook, Customer Service, Facebook, Event Planning, Time Management, Account Management, Sales, Customer Satisfaction, Interviews, Internet Recruiting, Recruiting, Technical Recruiting
Education
University of Massachusetts, Amherst 2008 — 2011
Bachelor of Science, Hospitality and Tourism
Hudson Valley Community College
Bachelor of Science, Hospitality and Tourism Management; Tourism
Amar Mishra's MFS Investment Management Experience August 2006 - Present
Job Vice President Global ITSystems Architecture & Operations
Industry Information Technology and Services
Experience
MFS Investment Management August 2006 - Present
CitiStreet, a State Street Bank and Citigroup Company June 2001 - August 2006
Fidelity Investments April 1998 - June 2001
Net Startup January 1998 - April 1998
Oracle Consulting Group - TCS April 1995 - January 1998
Skills
Business Analysis, SDLC, Vendor Management, Business Intelligence, Outsourcing, Program Management, Disaster Recovery, Enterprise Architecture, Software Project..., CRM, Product Management, Requirements Gathering, Databases, Oracle, Leadership, IT Strategy
Education
Indian Institute of Technology (IIT), Kanpur 1991 — 1995
B.S., E.E.
Indian Institute of Technology, Kanpur 1991 — 1995
B.S., E.E.
MFS Investment Management August 2006 - Present
CitiStreet, a State Street Bank and Citigroup Company June 2001 - August 2006
Fidelity Investments April 1998 - June 2001
Net Startup January 1998 - April 1998
Oracle Consulting Group - TCS April 1995 - January 1998
Skills
Business Analysis, SDLC, Vendor Management, Business Intelligence, Outsourcing, Program Management, Disaster Recovery, Enterprise Architecture, Software Project..., CRM, Product Management, Requirements Gathering, Databases, Oracle, Leadership, IT Strategy
Education
Indian Institute of Technology (IIT), Kanpur 1991 — 1995
B.S., E.E.
Indian Institute of Technology, Kanpur 1991 — 1995
B.S., E.E.
Lathika Prabhakaran's MFS Investment Management Experience October 2007 - Present
Job Senior Performance Specialist at MFS Investment Management
Industry Information Technology and Services
Experience
MFS Investment Management October 2007 - Present
Keane Inc December 2005 - September 2007
The Hartford November 2004 - December 2005
Dun and Bradstreet February 2004 - November 2004
Skills
Testing, Project Management, Quality Center, Unix, LoadRunner, SDLC, Requirements Gathering, Performance Testing, Test Automation, Software Quality..., Agile Methodologies, User Acceptance Testing, Performance Tuning, Requirements Analysis
Education
Illinois Institute of Technology
Masters, Computer Engineering
MFS Investment Management October 2007 - Present
Keane Inc December 2005 - September 2007
The Hartford November 2004 - December 2005
Dun and Bradstreet February 2004 - November 2004
Skills
Testing, Project Management, Quality Center, Unix, LoadRunner, SDLC, Requirements Gathering, Performance Testing, Test Automation, Software Quality..., Agile Methodologies, User Acceptance Testing, Performance Tuning, Requirements Analysis
Education
Illinois Institute of Technology
Masters, Computer Engineering
Angela Driggers's MFS Investment Management Experience 2004 - 2008
Job *
Industry Financial Services
Experience
Fidelity Investments May 2008 - March 2013
MFS Investment Management 2004 - 2008
HR Block 2003 - 2005
BISYS 2002 - 2003
Funds Distributor, Inc. 2000 - 2002
Skills
Microsoft Excel, Vendor Management, Asset Management, Treasury, Tax, Data Analysis, Relationship Management, Bloomberg, Financial Analysis, Financial Services, Finance, Fixed Income, Microsoft Office, Market Data, Business Analysis
Education
University of Massachusetts, Amherst 1995 — 2001
Isenberg School of Management, UMass Amherst
Fidelity Investments May 2008 - March 2013
MFS Investment Management 2004 - 2008
HR Block 2003 - 2005
BISYS 2002 - 2003
Funds Distributor, Inc. 2000 - 2002
Skills
Microsoft Excel, Vendor Management, Asset Management, Treasury, Tax, Data Analysis, Relationship Management, Bloomberg, Financial Analysis, Financial Services, Finance, Fixed Income, Microsoft Office, Market Data, Business Analysis
Education
University of Massachusetts, Amherst 1995 — 2001
Isenberg School of Management, UMass Amherst
Michael E. Gray, CFA's MFS Investment Management Experience 1996 - 1999
Job Managing Director at J.P. Morgan Private Bank
Industry Investment Management
Experience
J.P. Morgan Private Bank (Global Wealth Management) August 2015 - Present
Private August 2013 - August 2015
Hartford Investment Management Company September 2006 - July 2013
Credit Suisse 2004 - 2006
Deutsche Asset Management 2002 - 2004
UBS Warburg Ltd 1999 - 2002
MFS Investment Management 1996 - 1999
Conseco Capital Management (CCM) 1993 - 1996
Salem Cooperative Bank 1994 - 1995
Commonwealth of Massachusetts - Division of Banks 1991 - 1993
Skills
Fixed Income, Portfolio Management, Investments, Credit, Investment Strategies, Investment Banking, Bonds, Mutual Funds, Investment Management, Asset Allocation, Fixed Income Analysis, Asset Management, Fixed Income Portfolio..., Securities, Alternative Investments, Hedge Funds, Capital Markets, Finance, Institutional..., Emerging Markets, Financial Risk, High Yield, Credit Derivatives, Bloomberg, Equities, Investment Strategy, Leveraged Finance, Institutional Asset..., Sovereign Wealth Funds, Credit Research, Credit Products, Derivatives, Financial Modeling, Corporate Strategy..., Strategic Leadership, Executive Management
Education
Harvard University, John F. Kennedy School of Government
Executive Education Program, Investment Decisions & Behavioral Finance
Tufts University 1986 — 1990
BA, English
Quincy High School 1982 — 1986
High School Diploma, College Preparatory, Honors
J.P. Morgan Private Bank (Global Wealth Management) August 2015 - Present
Private August 2013 - August 2015
Hartford Investment Management Company September 2006 - July 2013
Credit Suisse 2004 - 2006
Deutsche Asset Management 2002 - 2004
UBS Warburg Ltd 1999 - 2002
MFS Investment Management 1996 - 1999
Conseco Capital Management (CCM) 1993 - 1996
Salem Cooperative Bank 1994 - 1995
Commonwealth of Massachusetts - Division of Banks 1991 - 1993
Skills
Fixed Income, Portfolio Management, Investments, Credit, Investment Strategies, Investment Banking, Bonds, Mutual Funds, Investment Management, Asset Allocation, Fixed Income Analysis, Asset Management, Fixed Income Portfolio..., Securities, Alternative Investments, Hedge Funds, Capital Markets, Finance, Institutional..., Emerging Markets, Financial Risk, High Yield, Credit Derivatives, Bloomberg, Equities, Investment Strategy, Leveraged Finance, Institutional Asset..., Sovereign Wealth Funds, Credit Research, Credit Products, Derivatives, Financial Modeling, Corporate Strategy..., Strategic Leadership, Executive Management
Education
Harvard University, John F. Kennedy School of Government
Executive Education Program, Investment Decisions & Behavioral Finance
Tufts University 1986 — 1990
BA, English
Quincy High School 1982 — 1986
High School Diploma, College Preparatory, Honors
Phil D'Alessandro's MFS Investment Management Experience 1998 - 2004
Job Senior Quality Assurance Analyst / Certified Scrum Master / TriZetto Corporation
Industry Hospital & Health Care
Experience
TriZetto Corporation November 2008 - Present
Wolters Kluwer Financial Services/PCI February 2006 - November 2008
Clean Harbors 2005 - 2006
FM Global 2004 - 2004
MFS Investment Management 1998 - 2004
Skills
Quality Assurance, Software Quality..., SDLC, Management, Testing, Quality Center, Test Planning, Agile Methodologies, Scrum, Test Automation, Manual Testing, Databases, SQL, Test Cases, Microsoft SQL Server, Regression Testing, HP Quality Center
Education
Lesley University 2000 — 2005
Master's Degree, Management - IT
Providence College 1980 — 1984
Bachelor's degree, Business Administration and Management, General
TriZetto Corporation November 2008 - Present
Wolters Kluwer Financial Services/PCI February 2006 - November 2008
Clean Harbors 2005 - 2006
FM Global 2004 - 2004
MFS Investment Management 1998 - 2004
Skills
Quality Assurance, Software Quality..., SDLC, Management, Testing, Quality Center, Test Planning, Agile Methodologies, Scrum, Test Automation, Manual Testing, Databases, SQL, Test Cases, Microsoft SQL Server, Regression Testing, HP Quality Center
Education
Lesley University 2000 — 2005
Master's Degree, Management - IT
Providence College 1980 — 1984
Bachelor's degree, Business Administration and Management, General
Bhushan Vartak's MFS Investment Management Experience March 2008 - Present
Job Equity Research Analyst at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management March 2008 - Present
MFS Investment Management June 2007 - August 2007
Aspen Technology, Inc (Aspentech) March 2001 - August 2006
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA, Analytic Finance and Accounting
University of Minnesota-Twin Cities 1996 — 2001
PhD, Chemical Engineering & Scientific Computing
Indian Institute of Technology, Bombay 1992 — 1996
B Tech, Chemical Engineering
MFS Investment Management March 2008 - Present
MFS Investment Management June 2007 - August 2007
Aspen Technology, Inc (Aspentech) March 2001 - August 2006
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA, Analytic Finance and Accounting
University of Minnesota-Twin Cities 1996 — 2001
PhD, Chemical Engineering & Scientific Computing
Indian Institute of Technology, Bombay 1992 — 1996
B Tech, Chemical Engineering
Jennifer Simoneau's MFS Investment Management Experience 2007 - 2012
Job Employee Development Professional: Cultivating Talent For Success
Industry Human Resources
Experience
HR By Design, LLC June 2014 - January 2015
MFS Investment Management 2007 - 2012
MFS Investment Management 2005 - 2006
MFS Investment Management 2003 - 2004
MFS Investment Management 1999 - 2002
MFS Investment Management 1997 - 1998
MFS Investment Management 1995 - 1996
MFS Investment Management 1995 - 1995
Essex County Gas Company 1989 - 1993
Skills
Employee Learning &..., Instructional Design, Presentation Skills, Program Management, Curriculum Development, Fundraising, Microsoft Office..., Project Management, Reporting, Performance Management, Survey Design, Event Management, Process Improvement, Client Services, Operations Management, Mutual Funds
Education
Lesley University 1998 — 2000
Workforce Development and Training
Merrimack College 1989 — 1993
Bachelor of Science in Business Administration, Marketing
HR By Design, LLC June 2014 - January 2015
MFS Investment Management 2007 - 2012
MFS Investment Management 2005 - 2006
MFS Investment Management 2003 - 2004
MFS Investment Management 1999 - 2002
MFS Investment Management 1997 - 1998
MFS Investment Management 1995 - 1996
MFS Investment Management 1995 - 1995
Essex County Gas Company 1989 - 1993
Skills
Employee Learning &..., Instructional Design, Presentation Skills, Program Management, Curriculum Development, Fundraising, Microsoft Office..., Project Management, Reporting, Performance Management, Survey Design, Event Management, Process Improvement, Client Services, Operations Management, Mutual Funds
Education
Lesley University 1998 — 2000
Workforce Development and Training
Merrimack College 1989 — 1993
Bachelor of Science in Business Administration, Marketing
Ben Hobbs's MFS Investment Management Experience July 2000 - August 2001
Job Director of Operations at Bold Alternatives
Industry Renewables & Environment
Experience
Bold Alternatives June 2014 - Present
University School August 2004 - June 2014
The Cleveland Yachting Club June 2010 - July 2011
Progressive Insurance August 2001 - June 2003
MFS Investment Management July 2000 - August 2001
Skills
Teaching, Curriculum Design, Curriculum Development, Microsoft Office, Higher Education, Program Management, Leadership, Athletic Training, OS X, Tutoring, Project Coordination, Lacrosse, Team Leadership, Alternative Fuels, Sustainability Education, Staff Development, Mac OS X, Alternative Energy, Solar PV, Public Speaking, Event Planning, Research, Social Media, Marketing Strategy, Management, Editing, Strategic Planning, Microsoft Excel
Education
Hobart and William Smith Colleges 1996 — 2000
B.S., Geoscience
Ursuline College 2003 — 2004
M.A., Education
University School 1990 — 1996
Diploma
Bold Alternatives June 2014 - Present
University School August 2004 - June 2014
The Cleveland Yachting Club June 2010 - July 2011
Progressive Insurance August 2001 - June 2003
MFS Investment Management July 2000 - August 2001
Skills
Teaching, Curriculum Design, Curriculum Development, Microsoft Office, Higher Education, Program Management, Leadership, Athletic Training, OS X, Tutoring, Project Coordination, Lacrosse, Team Leadership, Alternative Fuels, Sustainability Education, Staff Development, Mac OS X, Alternative Energy, Solar PV, Public Speaking, Event Planning, Research, Social Media, Marketing Strategy, Management, Editing, Strategic Planning, Microsoft Excel
Education
Hobart and William Smith Colleges 1996 — 2000
B.S., Geoscience
Ursuline College 2003 — 2004
M.A., Education
University School 1990 — 1996
Diploma
John (Jed) Stocks, CFA's MFS Investment Management Experience September 2005 - Present
Job Quantitative Research Analyst at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management September 2005 - Present
MFS Investment Management July 2002 - September 2005
MFS Investment Management September 2001 - July 2002
Patagon.com Securities October 2000 - May 2001
MFS Investment Management February 1999 - May 2000
Skills
Financial Modeling, Bloomberg, Equities, Performance Attribution, Bloomberg Terminal, Equity Research, Asset Managment, Portfolio Management, Investments, Derivatives, Investment Management
Education
Lehigh University 1994 — 1998
Bachelor of Science (B.S.), Business and Economics
MFS Investment Management September 2005 - Present
MFS Investment Management July 2002 - September 2005
MFS Investment Management September 2001 - July 2002
Patagon.com Securities October 2000 - May 2001
MFS Investment Management February 1999 - May 2000
Skills
Financial Modeling, Bloomberg, Equities, Performance Attribution, Bloomberg Terminal, Equity Research, Asset Managment, Portfolio Management, Investments, Derivatives, Investment Management
Education
Lehigh University 1994 — 1998
Bachelor of Science (B.S.), Business and Economics
Matt Barlas's MFS Investment Management Experience November 2004 - October 2006
Job Customer Relations Rep.
Industry Public Relations and Communications
Experience
SavingStar, Inc. 2015 - Present
Examity® November 2014 - April 2015
Examity February 2014 - November 2014
Natick District Court- Clerk's Office June 2010 - June 2012
The Hartford August 2007 - September 2009
Fidelity Charitable October 2006 - June 2007
MFS Investment Management November 2004 - October 2006
MFS Investment Management January 2004 - November 2004
MFS Investment Management September 2003 - January 2004
Skills
Customer Service, Microsoft Excel, Microsoft Office, Problem Solving, Communication, Legal, Key Account Management, Account Management, Financial Services, Sales, Research, Budgets, Coaching, Marketing
Education
Suffolk Law School 2008 — 2012
Doctor of Law (J.D.)
Ithaca College 1998 — 2002
Bachelor's degree, Sports Communication
SavingStar, Inc. 2015 - Present
Examity® November 2014 - April 2015
Examity February 2014 - November 2014
Natick District Court- Clerk's Office June 2010 - June 2012
The Hartford August 2007 - September 2009
Fidelity Charitable October 2006 - June 2007
MFS Investment Management November 2004 - October 2006
MFS Investment Management January 2004 - November 2004
MFS Investment Management September 2003 - January 2004
Skills
Customer Service, Microsoft Excel, Microsoft Office, Problem Solving, Communication, Legal, Key Account Management, Account Management, Financial Services, Sales, Research, Budgets, Coaching, Marketing
Education
Suffolk Law School 2008 — 2012
Doctor of Law (J.D.)
Ithaca College 1998 — 2002
Bachelor's degree, Sports Communication
John P. Garrett's MFS Investment Management Experience July 2011 - Present
Job Asst. Vice President, Distribution Compliance Senior ManagerGlobal Sales Practices at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management July 2011 - Present
Natixis Global Asset Management June 2006 - July 2011
MetLife 2005 - 2006
Fidelity Investments 2003 - 2005
MetLife Financial Services 2002 - 2003
Skills
Series 7, Financial Risk, Series 24
Education
New England School of Law 2009 — 2013
Doctor of Law (J.D.)
Hamilton College 1999 — 2003
Bachelor of Arts (B.A.), Government and Economics
MFS Investment Management July 2011 - Present
Natixis Global Asset Management June 2006 - July 2011
MetLife 2005 - 2006
Fidelity Investments 2003 - 2005
MetLife Financial Services 2002 - 2003
Skills
Series 7, Financial Risk, Series 24
Education
New England School of Law 2009 — 2013
Doctor of Law (J.D.)
Hamilton College 1999 — 2003
Bachelor of Arts (B.A.), Government and Economics
Ryan Shepler's MFS Investment Management Experience May 2006 - August 2006
Job Energy Analyst at ABB Enterprise Software (FKA Ventyx)
Industry Financial Services
Experience
ABB Enterprise Software (FKA Ventyx) May 2015 - Present
Endurance Energy, LLC September 2012 - March 2015
Ernst & Young October 2007 - October 2009
MFS Investment Management May 2006 - August 2006
Education
James Madison University 2003 — 2007
BBA, Finance/Economics
ABB Enterprise Software (FKA Ventyx) May 2015 - Present
Endurance Energy, LLC September 2012 - March 2015
Ernst & Young October 2007 - October 2009
MFS Investment Management May 2006 - August 2006
Education
James Madison University 2003 — 2007
BBA, Finance/Economics
Kathleen Thomas CCP, CBP, GRP's MFS Investment Management Experience 1997 - October 1999
Job Senior Compensation Consultant at Santander Bank, N.A.
Industry Pharmaceuticals
Experience
Santander Bank, N.A. December 2013 - Present
Santander December 2013 - Present
Ocean Spray Cranberries October 2013 - November 2013
EMD Serono October 2007 - April 2013
EMD Serono, Inc. September 2002 - October 2007
Lesley University April 2001 - December 2002
Zurich Scudder Investments October 1999 - April 2002
MFS Investment Management 1997 - October 1999
New England Financial 1993 - 1997
Skills
Human Resources, HRIS, Taleo, Deferred Compensation, Performance Management, Employee Relations, Onboarding, Organizational..., PeopleSoft, Employee Benefits, Employee Engagement, Succession Planning, Recruiting, Talent Acquisition, Organizational Design, Talent Management, Training, Job Descriptions, Compensation & Benefit, Executive Pay, Compensation & Benefits..., Compensation & Benefits, Workforce Planning, Benefits Administration, Incentive Programs, Compensation Strategies
Education
Lesley University 1998 — 2001
Masters of Science, Management & Human Resources
University of Massachusetts Boston 1988 — 1993
Bachelor's degree of Science, Human Resources Management & Psychology
Santander Bank, N.A. December 2013 - Present
Santander December 2013 - Present
Ocean Spray Cranberries October 2013 - November 2013
EMD Serono October 2007 - April 2013
EMD Serono, Inc. September 2002 - October 2007
Lesley University April 2001 - December 2002
Zurich Scudder Investments October 1999 - April 2002
MFS Investment Management 1997 - October 1999
New England Financial 1993 - 1997
Skills
Human Resources, HRIS, Taleo, Deferred Compensation, Performance Management, Employee Relations, Onboarding, Organizational..., PeopleSoft, Employee Benefits, Employee Engagement, Succession Planning, Recruiting, Talent Acquisition, Organizational Design, Talent Management, Training, Job Descriptions, Compensation & Benefit, Executive Pay, Compensation & Benefits..., Compensation & Benefits, Workforce Planning, Benefits Administration, Incentive Programs, Compensation Strategies
Education
Lesley University 1998 — 2001
Masters of Science, Management & Human Resources
University of Massachusetts Boston 1988 — 1993
Bachelor's degree of Science, Human Resources Management & Psychology
Rahul Shetty's MFS Investment Management Experience May 2010 - August 2010
Job Development Senior
Industry Information Technology and Services
Experience
Freddie Mac March 2014 - Present
NTT Data Corporation April 2012 - March 2014
Centene Corporation February 2011 - May 2012
Centene Corporation August 2010 - February 2011
MFS Investment Management May 2010 - August 2010
WellPoint November 2009 - March 2010
Indiana University Bloomington September 2007 - May 2009
Tata Consultancy Services June 2006 - July 2007
Skills
ETL, Oracle, Databases, PHP, Informatica, Teradata, Unix Shell Scripting, DB2, SQL Tuning, Web Applications, Performance Tuning, Data Warehousing, Unix, Data Migration, Data Integration, Shell Scripting, Java Enterprise Edition, SQL, Requirements Analysis
Education
Indiana University Bloomington 2007 — 2009
MS, Computer Science
Mumbai University 2002 — 2006
Bachelor of Engineering, Information Technology
Freddie Mac March 2014 - Present
NTT Data Corporation April 2012 - March 2014
Centene Corporation February 2011 - May 2012
Centene Corporation August 2010 - February 2011
MFS Investment Management May 2010 - August 2010
WellPoint November 2009 - March 2010
Indiana University Bloomington September 2007 - May 2009
Tata Consultancy Services June 2006 - July 2007
Skills
ETL, Oracle, Databases, PHP, Informatica, Teradata, Unix Shell Scripting, DB2, SQL Tuning, Web Applications, Performance Tuning, Data Warehousing, Unix, Data Migration, Data Integration, Shell Scripting, Java Enterprise Edition, SQL, Requirements Analysis
Education
Indiana University Bloomington 2007 — 2009
MS, Computer Science
Mumbai University 2002 — 2006
Bachelor of Engineering, Information Technology
Michael Bartoshevich's MFS Investment Management Experience August 2009 - May 2011
Job Sr. Consultant at ADSFS
Industry Financial Services
Experience
ADSFS June 2012 - Present
Lincoln Financial Group August 2011 - May 2012
MFS Investment Management August 2009 - May 2011
Wellington Management Company, LLP. August 2008 - December 2008
Brown Brothers Harriman & Co. May 2007 - August 2008
Investors Bank & Trust Co. March 2000 - May 2007
DoubleTree Guest Suites Hotel - Waltham 1996 - 1998
Skills
Financial Services
Education
Lesley University
Master's Degree, General Management
Johnson and Wales University
Bachelors, Hospitality Management
ADSFS June 2012 - Present
Lincoln Financial Group August 2011 - May 2012
MFS Investment Management August 2009 - May 2011
Wellington Management Company, LLP. August 2008 - December 2008
Brown Brothers Harriman & Co. May 2007 - August 2008
Investors Bank & Trust Co. March 2000 - May 2007
DoubleTree Guest Suites Hotel - Waltham 1996 - 1998
Skills
Financial Services
Education
Lesley University
Master's Degree, General Management
Johnson and Wales University
Bachelors, Hospitality Management
Richard Weitzel's MFS Investment Management Experience May 2004 - Present
Job Senior Vice President and Associate General Counsel at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management May 2004 - Present
Massachusetts Department of Business and Technology 2003 - 2004
Massachusetts Office of the Attorney General 2001 - 2003
Ropes and Gray 1996 - 2001
Honorable Mark L. Wolf - U.S.D.C. Mass. 1995 - 1996
Education
Harvard Law School 1992 — 1995
Harvard University 1988 — 1992
MFS Investment Management May 2004 - Present
Massachusetts Department of Business and Technology 2003 - 2004
Massachusetts Office of the Attorney General 2001 - 2003
Ropes and Gray 1996 - 2001
Honorable Mark L. Wolf - U.S.D.C. Mass. 1995 - 1996
Education
Harvard Law School 1992 — 1995
Harvard University 1988 — 1992
Jason Samansky, CFA's MFS Investment Management Experience 2002 - 2005
Job Vice President at Wilshire Associates
Industry Financial Services
Experience
Wilshire Associates January 2013 - Present
Wilshire Associates 2010 - Present
MFS Investment Management 2002 - 2005
Skills
Performance Measurement, Financial Modeling, Alternative Investments, Fixed Income, Investments, Financial Analysis, Equities, Valuation, Portfolio Management, Hedge Funds, Asset Management, Asset Allocation, Private Equity, Bloomberg, Due Diligence, Corporate Finance, Investment Properties
Education
Ithaca College
Bachelor of Science (B.S.), Fianance, Dean's List
Wilshire Associates January 2013 - Present
Wilshire Associates 2010 - Present
MFS Investment Management 2002 - 2005
Skills
Performance Measurement, Financial Modeling, Alternative Investments, Fixed Income, Investments, Financial Analysis, Equities, Valuation, Portfolio Management, Hedge Funds, Asset Management, Asset Allocation, Private Equity, Bloomberg, Due Diligence, Corporate Finance, Investment Properties
Education
Ithaca College
Bachelor of Science (B.S.), Fianance, Dean's List
Elizabeth Hurley's MFS Investment Management Experience March 2012 - December 2014
Job VP, Global Ethics Operations Manager at State Street
Industry Financial Services
Experience
State Street July 2015 - Present
State Street December 2014 - July 2015
MFS Investment Management March 2012 - December 2014
MFS Investment Management August 2009 - February 2012
Fidelity Investments April 2008 - August 2009
First Marblehead Education Resources December 2007 - February 2008
State Street Bank April 2007 - September 2007
Fidelity Investments October 2004 - April 2007
Fidelity Investments March 2004 - October 2004
Fidelity Investments December 2001 - March 2004
Skills
Financial Risk, Process Improvement, Management, Financial Services, Mutual Funds, Investments, Bloomberg, Fixed Income, Equities, Securities, Asset Managment, Banking
Education
Hamilton College 1997 — 2001
BA, French
Tabor Academy 1993 — 1997
High School
State Street July 2015 - Present
State Street December 2014 - July 2015
MFS Investment Management March 2012 - December 2014
MFS Investment Management August 2009 - February 2012
Fidelity Investments April 2008 - August 2009
First Marblehead Education Resources December 2007 - February 2008
State Street Bank April 2007 - September 2007
Fidelity Investments October 2004 - April 2007
Fidelity Investments March 2004 - October 2004
Fidelity Investments December 2001 - March 2004
Skills
Financial Risk, Process Improvement, Management, Financial Services, Mutual Funds, Investments, Bloomberg, Fixed Income, Equities, Securities, Asset Managment, Banking
Education
Hamilton College 1997 — 2001
BA, French
Tabor Academy 1993 — 1997
High School
Leanne Yenush's MFS Investment Management Experience June 2014 - Present
Job NonCash Compensation Manager at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management June 2014 - Present
MFSC Service Center July 2012 - June 2014
MFS Investment Management September 2008 - July 2012
MFSC Service Center January 2007 - September 2009
MFSC Service Center June 2004 - January 2007
National Quality Review October 2001 - June 2004
Skills
Process Improvement, Mutual Funds, Risk Management, Vendor Management, Financial Services, Management, Customer Service, Project Planning, Call Centers, Microsoft Excel, Relationship Management, PowerPoint, Data Analysis, Securities, Investments, Retirement, Strategic Planning, Business Process..., Team Leadership, Series 7, Series 24
Education
Northeastern University 1985 — 1990
Bachelor’s of Arts, Political Science
Kaplan University
Risk Management Certificate, Risk Management
MFS Investment Management June 2014 - Present
MFSC Service Center July 2012 - June 2014
MFS Investment Management September 2008 - July 2012
MFSC Service Center January 2007 - September 2009
MFSC Service Center June 2004 - January 2007
National Quality Review October 2001 - June 2004
Skills
Process Improvement, Mutual Funds, Risk Management, Vendor Management, Financial Services, Management, Customer Service, Project Planning, Call Centers, Microsoft Excel, Relationship Management, PowerPoint, Data Analysis, Securities, Investments, Retirement, Strategic Planning, Business Process..., Team Leadership, Series 7, Series 24
Education
Northeastern University 1985 — 1990
Bachelor’s of Arts, Political Science
Kaplan University
Risk Management Certificate, Risk Management
Kenneth Paek's MFS Investment Management Experience December 2014 - Present
Job Vice President, Assistant Treasurer at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management December 2014 - Present
Cohen & Steers September 2012 - November 2014
Morgan Stanley Investment Management January 1997 - August 2012
Education
Hofstra University 1992 — 1996
MFS Investment Management December 2014 - Present
Cohen & Steers September 2012 - November 2014
Morgan Stanley Investment Management January 1997 - August 2012
Education
Hofstra University 1992 — 1996
Kimberly Padgett's MFS Investment Management Experience 2007 - 2011
Job VP, Sr. Compliance Officer
Industry Financial Services
Experience
Citizens Financial Group, Inc. 2015 - Present
MetLife 2011 - 2015
MFS Investment Management 2007 - 2011
Fidelity Investments 2002 - 2007
Fidelity Investments 2000 - 2002
Fidelity Investments 1998 - 2000
Fidelity Investments 1995 - 1998
Fidelity Investments 1993 - 1995
Chrysler 1990 - 1993
Merrill Lynch 1985 - 1990
Skills
Mutual Funds, Financial Services, Series 7, Series 63, Investments
Education
Suffolk University Law School 1998 — 2002
JD
Xavier University - Williams College of Business 1986 — 1989
MBA
Haslam College of Business at the University of Tennessee 1981 — 1985
B.S., Business Administration, Finance
Citizens Financial Group, Inc. 2015 - Present
MetLife 2011 - 2015
MFS Investment Management 2007 - 2011
Fidelity Investments 2002 - 2007
Fidelity Investments 2000 - 2002
Fidelity Investments 1998 - 2000
Fidelity Investments 1995 - 1998
Fidelity Investments 1993 - 1995
Chrysler 1990 - 1993
Merrill Lynch 1985 - 1990
Skills
Mutual Funds, Financial Services, Series 7, Series 63, Investments
Education
Suffolk University Law School 1998 — 2002
JD
Xavier University - Williams College of Business 1986 — 1989
MBA
Haslam College of Business at the University of Tennessee 1981 — 1985
B.S., Business Administration, Finance
Kristine Brennan's MFS Investment Management Experience January 2010 - March 2011
Job Seasoned Production and Event Manager
Industry Museums and Institutions
Experience
Smithsonian Institution April 2011 - Present
MFS Investment Management January 2010 - March 2011
Danforth Museum of Art December 2009 - March 2011
Musei dei ragazzi di Firenze, Italia June 2009 - August 2009
The Kessler Group November 2006 - August 2008
48hourprint.com March 2004 - September 2006
Skills
Adobe Creative Suite, Newsletters, Adobe Acrobat, Fundraising, Desktop Publishing, Editing, Nonprofits, Event Planning, QuarkXPress, Direct Mail, Marketing, Direct Marketing, InDesign, Photoshop, Pre-press, Project Management, Direct Mail Campaigns, Museums, Illustrator, Graphics, Management, Event Management, Coordinating Events, Volunteer Management, Copy Editing, Bulk Mailing, Direct Mail Fundraising, Mail Merge, Volunteer Training, Special Projects, Communication, Budget Forecasts, Expense Management, Negotiation, Logistics, Inventory Control, Client Relations, Vendor Relations, Account Management, Target Marketing, Reporting, Presentations, Scheduling, Windows, Mac OS, Convio, Constant Contact, SharePoint, CRM Databases, Event Management...
Education
Lesley University 2007 — 2010
Bachelor of Arts (B.A.), Art History
Scuola di Lorenzo de' Medici 2008 — 2009
Art History & Museum Studies
Gibbs Boston 2000 — 2001
Associate of Visual Communications, Graphic Design
Smithsonian Institution April 2011 - Present
MFS Investment Management January 2010 - March 2011
Danforth Museum of Art December 2009 - March 2011
Musei dei ragazzi di Firenze, Italia June 2009 - August 2009
The Kessler Group November 2006 - August 2008
48hourprint.com March 2004 - September 2006
Skills
Adobe Creative Suite, Newsletters, Adobe Acrobat, Fundraising, Desktop Publishing, Editing, Nonprofits, Event Planning, QuarkXPress, Direct Mail, Marketing, Direct Marketing, InDesign, Photoshop, Pre-press, Project Management, Direct Mail Campaigns, Museums, Illustrator, Graphics, Management, Event Management, Coordinating Events, Volunteer Management, Copy Editing, Bulk Mailing, Direct Mail Fundraising, Mail Merge, Volunteer Training, Special Projects, Communication, Budget Forecasts, Expense Management, Negotiation, Logistics, Inventory Control, Client Relations, Vendor Relations, Account Management, Target Marketing, Reporting, Presentations, Scheduling, Windows, Mac OS, Convio, Constant Contact, SharePoint, CRM Databases, Event Management...
Education
Lesley University 2007 — 2010
Bachelor of Arts (B.A.), Art History
Scuola di Lorenzo de' Medici 2008 — 2009
Art History & Museum Studies
Gibbs Boston 2000 — 2001
Associate of Visual Communications, Graphic Design
Anne Scanlan's MFS Investment Management Experience May 1997 - Present
Job Assistant Vice President, eCommunications at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management May 1997 - Present
Publications International 1995 - 1996
Kluwer Academic Publishers 1986 - 1996
Skills
Mutual Funds, Financial Services, Investments, Email Marketing, Project Management, Marketing Communications, Social Media Marketing
Education
Johnson & Wales University 1991 — 1993
Associates Degree, Culinary Arts
Suffolk University 1982 — 1986
Bachelor of Science, Journalism and English
MFS Investment Management May 1997 - Present
Publications International 1995 - 1996
Kluwer Academic Publishers 1986 - 1996
Skills
Mutual Funds, Financial Services, Investments, Email Marketing, Project Management, Marketing Communications, Social Media Marketing
Education
Johnson & Wales University 1991 — 1993
Associates Degree, Culinary Arts
Suffolk University 1982 — 1986
Bachelor of Science, Journalism and English
Vijay Sukhadeve's MFS Investment Management Experience January 1999 - January 2008
Job Developer/ Consultant
Industry Financial Services
Experience
The Hartford 2008 - Present
MFS Investment Management January 1999 - January 2008
Computer enterprise Incorporated 1996 - 1999
Patni Computer Systems 1994 - 1996
Poseidon software 1992 - 1994
Motor Vehicles Periodic Inspection 1990 - 1992
Oil and Natural Gas Commision 1982 - 1990
Skills
SQL, Java, C, ASP.NET MVC, J2EE Application...
Education
Worcester Polytechnic Institute 2012 — 2014
Master of Science (MS), Computer Science
Harvard Business School 2001 — 2001
General Management - Wriiten communication skills, Business Administration and Management, General
Indian Institute of Technology, Bombay 1977 — 1982
B.Tech, Electrical and Electronics with Computer Science Electives
R K High School Pulgaon and Adarsh Science College Dhamangao 1968 — 1977
WPI
The Hartford 2008 - Present
MFS Investment Management January 1999 - January 2008
Computer enterprise Incorporated 1996 - 1999
Patni Computer Systems 1994 - 1996
Poseidon software 1992 - 1994
Motor Vehicles Periodic Inspection 1990 - 1992
Oil and Natural Gas Commision 1982 - 1990
Skills
SQL, Java, C, ASP.NET MVC, J2EE Application...
Education
Worcester Polytechnic Institute 2012 — 2014
Master of Science (MS), Computer Science
Harvard Business School 2001 — 2001
General Management - Wriiten communication skills, Business Administration and Management, General
Indian Institute of Technology, Bombay 1977 — 1982
B.Tech, Electrical and Electronics with Computer Science Electives
R K High School Pulgaon and Adarsh Science College Dhamangao 1968 — 1977
WPI
Andrew J.F. Hamilton Sr.'s MFS Investment Management Experience 1987 - 1997
Job Vice President at BlackRock
Industry Financial Services
Experience
BlackRock 2006 - Present
Merrill Lynch 2003 - 2006
Merrill Lynch 1998 - 2001
MFS Investment Management 1987 - 1997
Skills
Annuities, Insurance, Managed Accounts, Series 7, Series 63
Education
Hobart and William Smith Colleges 1983 — 1987
BA, Politcal Science, Religious Studies
Bridgewater-Raynham Regional H.S. 1979 — 1983
BlackRock 2006 - Present
Merrill Lynch 2003 - 2006
Merrill Lynch 1998 - 2001
MFS Investment Management 1987 - 1997
Skills
Annuities, Insurance, Managed Accounts, Series 7, Series 63
Education
Hobart and William Smith Colleges 1983 — 1987
BA, Politcal Science, Religious Studies
Bridgewater-Raynham Regional H.S. 1979 — 1983
Jill Katz's MFS Investment Management Experience 1997 - 2000
Job Senior Staff Accountant at TripAdvisor
Industry Accounting
Experience
TripAdvisor January 2009 - Present
Rhytec February 2008 - November 2008
Endodontic Associates 2001 - 2007
MFS Investment Management 1997 - 2000
Skills
PeopleSoft, Financial Reporting, Accounting, Forecasting
Education
Lehigh University 1989 — 1993
TripAdvisor January 2009 - Present
Rhytec February 2008 - November 2008
Endodontic Associates 2001 - 2007
MFS Investment Management 1997 - 2000
Skills
PeopleSoft, Financial Reporting, Accounting, Forecasting
Education
Lehigh University 1989 — 1993
Kevin Britt, CIMA®'s MFS Investment Management Experience September 2014 - Present
Job Director at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management September 2014 - Present
Invesco Ltd. February 2007 - September 2014
Invesco Aim December 2005 - February 2007
Invesco Aim May 2005 - December 2005
Invesco Aim December 2000 - May 2005
Banc One Securities May 2000 - October 2000
Morgan Stanley Dean Witter July 1999 - May 2000
Education
Lamar University
BBA, Marketing
MFS Investment Management September 2014 - Present
Invesco Ltd. February 2007 - September 2014
Invesco Aim December 2005 - February 2007
Invesco Aim May 2005 - December 2005
Invesco Aim December 2000 - May 2005
Banc One Securities May 2000 - October 2000
Morgan Stanley Dean Witter July 1999 - May 2000
Education
Lamar University
BBA, Marketing
Erik Lindahl's MFS Investment Management Experience 1995 - 2008
Job Financial Services Professional
Industry Financial Services
Experience
MFS Investment Management 1995 - 2008
Education
Hartwick College 1982 — 1986
BA, Management and Economics
Hartwick College 1982 — 1986
BA, Management and Economics
MFS Investment Management 1995 - 2008
Education
Hartwick College 1982 — 1986
BA, Management and Economics
Hartwick College 1982 — 1986
BA, Management and Economics
Erik G Lindahl's MFS Investment Management Experience 2005 - 2008
Job Account Executive at Worldpay
Industry Financial Services
Experience
Worldpay August 2014 - Present
American Credit Card Processing Corporation December 2012 - August 2014
The Bulfinch Group April 2009 - January 2010
MFS Investment Management 2005 - 2008
MFS Investment Management 1999 - 2005
Skills
Risk Management, Mutual Funds, Financial Services, Portfolio Management, Investments, Management, Relationship Management, Start-ups, Retirement Planning, Strategic Planning, Leadership, Insurance, Team Building, Financial Advisory, Sales, Trading, Asset Management, Transition Management
Education
Hartwick College 1982 — 1986
BA, Management and Economics
Hartwick College
Bachelor's degree, Management and Economics
Worldpay August 2014 - Present
American Credit Card Processing Corporation December 2012 - August 2014
The Bulfinch Group April 2009 - January 2010
MFS Investment Management 2005 - 2008
MFS Investment Management 1999 - 2005
Skills
Risk Management, Mutual Funds, Financial Services, Portfolio Management, Investments, Management, Relationship Management, Start-ups, Retirement Planning, Strategic Planning, Leadership, Insurance, Team Building, Financial Advisory, Sales, Trading, Asset Management, Transition Management
Education
Hartwick College 1982 — 1986
BA, Management and Economics
Hartwick College
Bachelor's degree, Management and Economics
David M Earnest's MFS Investment Management Experience March 2003 - May 2007
Job Portfolio Manager Technology at Folger Hill
Industry Investment Management
Experience
Folger Hill January 2015 - Present
PAR Capital Management August 2007 - December 2014
MFS Investment Management March 2003 - May 2007
Manning & Napier Advisors August 2000 - March 2003
FTN Midwest Securities June 1999 - August 2000
ValMark Securities April 1996 - August 1998
Skills
Equity Research, Mutual Funds, Investments, Equities, Alternative Investments, Social Skills, Portfolio Management, Valuation, Asset Management, Hedge Funds, Trading
Education
Weatherhead School of Management at Case Western Reserve University 1998 — 1999
MBA, Finance
Cuyahoga Falls High School 1989 — 1990
Kent State University
The Ohio State University
The Ohio State University
Folger Hill January 2015 - Present
PAR Capital Management August 2007 - December 2014
MFS Investment Management March 2003 - May 2007
Manning & Napier Advisors August 2000 - March 2003
FTN Midwest Securities June 1999 - August 2000
ValMark Securities April 1996 - August 1998
Skills
Equity Research, Mutual Funds, Investments, Equities, Alternative Investments, Social Skills, Portfolio Management, Valuation, Asset Management, Hedge Funds, Trading
Education
Weatherhead School of Management at Case Western Reserve University 1998 — 1999
MBA, Finance
Cuyahoga Falls High School 1989 — 1990
Kent State University
The Ohio State University
The Ohio State University
Joyce Bonarrigo's MFS Investment Management Experience February 2006 - November 2008
Job Administrative Assistant at Brigham and Women's Hospital
Industry Executive Office
Experience
Brigham and Women's Hospital March 2014 - Present
Schepens Eye Research Institute July 2012 - July 2013
Brigham and Women's Hospital August 2009 - July 2012
MFS Investment Management February 2006 - November 2008
Boston Bar Association February 2001 - August 2006
Partners HealthCare January 1998 - January 2001
Partners HealthCare January 1998 - January 1999
Boston Medical Center June 1995 - December 1997
Education
Kent State University 1986 — 1989
Bachelor's degree, English Language and Literature/Letters
Brigham and Women's Hospital March 2014 - Present
Schepens Eye Research Institute July 2012 - July 2013
Brigham and Women's Hospital August 2009 - July 2012
MFS Investment Management February 2006 - November 2008
Boston Bar Association February 2001 - August 2006
Partners HealthCare January 1998 - January 2001
Partners HealthCare January 1998 - January 1999
Boston Medical Center June 1995 - December 1997
Education
Kent State University 1986 — 1989
Bachelor's degree, English Language and Literature/Letters
Nevis Bregasi's MFS Investment Management Experience September 2007 - Present
Job Vice President and Senior Counsel at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management September 2007 - Present
WilmerHale July 2005 - August 2007
Allen & Overy LLP (New York office) 2002 - 2005
Skills
Securities Regulation, Securities, Corporate Governance, Corporate Law, Private Equity, Capital Markets, Hedge Funds, Litigation, Corporate Finance, Legal Research, Structured Finance, Restructuring, Derivatives
Education
Harvard Law School 1999 — 2003
J.D., Law
MFS Investment Management September 2007 - Present
WilmerHale July 2005 - August 2007
Allen & Overy LLP (New York office) 2002 - 2005
Skills
Securities Regulation, Securities, Corporate Governance, Corporate Law, Private Equity, Capital Markets, Hedge Funds, Litigation, Corporate Finance, Legal Research, Structured Finance, Restructuring, Derivatives
Education
Harvard Law School 1999 — 2003
J.D., Law
Erica Schulte's MFS Investment Management Experience 2014 - Present
Job
Industry Financial Services
Experience
MFS Investment Management 2014 - Present
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
University of Richmond - Robins School of Business 2003 — 2007
BSBA
MFS Investment Management 2014 - Present
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
University of Richmond - Robins School of Business 2003 — 2007
BSBA
Ward Davis's MFS Investment Management Experience July 1993 - April 1996
Job Founder and Portfolio Manager at Caerus Global Investors
Industry Investment Management
Experience
Caerus Global Investors Managing Partner/Co-FounderTrivium Capital ManagementMarch 2002 - December 2008
Chilton Investment Company August 1998 - March 2002
Zweig-Dimenna Associates April 1996 - August 1998
MFS Investment Management July 1993 - April 1996
Matsushita July 1986 - August 1991
Skills
Hedge Funds, Investments, Equities, Valuation, Private Equity, Alternative Investments, Capital Markets, Asset Management, Venture Capital, Financial Analysis, Financial Modeling, Investment Banking, Fixed Income, Bloomberg, Equity Research
Education
The Tuck School of Business at Dartmouth 1991 — 1993
MBA
Washington & Lee University 1982 — 1986
BA, East Asian Studies
Kansai Gaidai University 1985 — 1985
Greenwich High School 1979 — 1982
Caerus Global Investors Managing Partner/Co-FounderTrivium Capital ManagementMarch 2002 - December 2008
Chilton Investment Company August 1998 - March 2002
Zweig-Dimenna Associates April 1996 - August 1998
MFS Investment Management July 1993 - April 1996
Matsushita July 1986 - August 1991
Skills
Hedge Funds, Investments, Equities, Valuation, Private Equity, Alternative Investments, Capital Markets, Asset Management, Venture Capital, Financial Analysis, Financial Modeling, Investment Banking, Fixed Income, Bloomberg, Equity Research
Education
The Tuck School of Business at Dartmouth 1991 — 1993
MBA
Washington & Lee University 1982 — 1986
BA, East Asian Studies
Kansai Gaidai University 1985 — 1985
Greenwich High School 1979 — 1982
Matthew Poterba's MFS Investment Management Experience May 2011 - August 2011
Job Analyst at Richard Bernstein Advisors
Industry Investment Management
Experience
Richard Bernstein Advisors April 2014 - Present
NERA Economic Consulting July 2013 - April 2014
NERA Economic Consulting July 2012 - June 2013
MFS Investment Management May 2011 - August 2011
Federal Reserve Bank of Boston June 2010 - August 2010
Bankers Advisory, Inc May 2009 - August 2010
Skills
Stata, Economics, Financial Modeling, Data Analysis, Quantitative Analytics, Valuation, Bloomberg, Econometrics, Statistics, Microsoft Excel, Qualitative Research, Corporate Finance, PowerPoint, Finance
Education
Hamilton College 2008 — 2012
B.A. (Honors), Mathematics & Economics
Noble and Greenough 2002 — 2008
Diploma
Richard Bernstein Advisors April 2014 - Present
NERA Economic Consulting July 2013 - April 2014
NERA Economic Consulting July 2012 - June 2013
MFS Investment Management May 2011 - August 2011
Federal Reserve Bank of Boston June 2010 - August 2010
Bankers Advisory, Inc May 2009 - August 2010
Skills
Stata, Economics, Financial Modeling, Data Analysis, Quantitative Analytics, Valuation, Bloomberg, Econometrics, Statistics, Microsoft Excel, Qualitative Research, Corporate Finance, PowerPoint, Finance
Education
Hamilton College 2008 — 2012
B.A. (Honors), Mathematics & Economics
Noble and Greenough 2002 — 2008
Diploma
Steven Widder's MFS Investment Management Experience 1983 - 1994
Job Regional Vice President at Eaton Vance
Industry Financial Services
Experience
Eaton Vance August 2001 - Present
UBS/ Paine Webber July 1998 - May 2001
MFS Investment Management 1983 - 1994
Skills
Investments, Series 65, Wealth Management, Series 7, Mutual Funds, Series 24, Series 63, Separately Managed..., Estate Planning, Asset Allocation, Series 6, Alternative Investments, Insurance, Securities, Investment Strategies, ETFs
Education
Ithaca College 1979 — 1983
B.S., Political Science, Business
Eaton Vance August 2001 - Present
UBS/ Paine Webber July 1998 - May 2001
MFS Investment Management 1983 - 1994
Skills
Investments, Series 65, Wealth Management, Series 7, Mutual Funds, Series 24, Series 63, Separately Managed..., Estate Planning, Asset Allocation, Series 6, Alternative Investments, Insurance, Securities, Investment Strategies, ETFs
Education
Ithaca College 1979 — 1983
B.S., Political Science, Business
Steve Aubuchon's MFS Investment Management Experience 2007 - June 2010
Job Institutional Equity Sales at Citi
Industry Financial Services
Experience
Citi August 2014 - Present
Stifel Nicolaus March 2011 - June 2014
MFS Investment Management 2007 - June 2010
Loomis, Sayles & Co. 2005 - 2007
Skills
Finance, Equity Research, Strategic Planning, Financial Modeling, Investments, Analysis, Equities, Institutional Sales, Valuation, Fixed Income, Hedge Funds, Bloomberg, Alternative Investments, Mutual Funds
Education
Hamilton College 1999 — 2003
Economics, Communications
Citi August 2014 - Present
Stifel Nicolaus March 2011 - June 2014
MFS Investment Management 2007 - June 2010
Loomis, Sayles & Co. 2005 - 2007
Skills
Finance, Equity Research, Strategic Planning, Financial Modeling, Investments, Analysis, Equities, Institutional Sales, Valuation, Fixed Income, Hedge Funds, Bloomberg, Alternative Investments, Mutual Funds
Education
Hamilton College 1999 — 2003
Economics, Communications
Craig O'Hara, MSA CPA's MFS Investment Management Experience June 2008 - December 2008
Job Tax Consultant at Deloitte
Industry Accounting
Experience
Deloitte November 2014 - Present
Deloitte September 2013 - August 2014
MFS Investment Management June 2008 - December 2008
Education
Suffolk University - Sawyer School of Management 2012 — 2013
MSA, Accounting, Cum Laude
University of Massachusetts at Amherst - Isenberg School of Management 2005 — 2009
Bachelor of Business Administration (BBA), Finance, Cum Laude
Deloitte November 2014 - Present
Deloitte September 2013 - August 2014
MFS Investment Management June 2008 - December 2008
Education
Suffolk University - Sawyer School of Management 2012 — 2013
MSA, Accounting, Cum Laude
University of Massachusetts at Amherst - Isenberg School of Management 2005 — 2009
Bachelor of Business Administration (BBA), Finance, Cum Laude
Shanti Das Wermes's MFS Investment Management Experience August 2011 - Present
Job Equity Analyst at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management August 2011 - Present
Audax Private Equity July 2007 - June 2009
McKinsey & Company July 2005 - June 2007
Skills
Private Equity, Equity Research Analysis, Business Strategy, Financial Analysis, Financial Markets, Investment Management, Fundamental Analysis
Education
Harvard Business School 2009 — 2011
MBA
Indiana University Bloomington 2001 — 2005
BA, Economics, Political Science & Germanic Studies; Liberal Arts & Management Program
The London School of Economics and Political Science (LSE) 2003 — 2004
GC, Economics, Business & Government
Tecnológico de Monterrey
MFS Investment Management August 2011 - Present
Audax Private Equity July 2007 - June 2009
McKinsey & Company July 2005 - June 2007
Skills
Private Equity, Equity Research Analysis, Business Strategy, Financial Analysis, Financial Markets, Investment Management, Fundamental Analysis
Education
Harvard Business School 2009 — 2011
MBA
Indiana University Bloomington 2001 — 2005
BA, Economics, Political Science & Germanic Studies; Liberal Arts & Management Program
The London School of Economics and Political Science (LSE) 2003 — 2004
GC, Economics, Business & Government
Tecnológico de Monterrey
Girmay Abraha's MFS Investment Management Experience July 2007 - December 2007
Job Customer Service officer at Northeast Security Inc.
Industry Financial Services
Experience
2008 -2009 BANK of AMERICA/ COLUMBIA MANAGEMENT GROUP March 2008 - February 2009
MFS Investment Management July 2007 - December 2007
2005 - 2007 BROWN BROTHERS HARRIMAN & CO December 2005 - February 2007
2004 -2005 STATE STREET BANK & TRUST COMPANY June 2004 - October 2005
2003MELLON FINANCIAL CORPORATIONS May 2001 - July 2003
INVESTORS BANK & TRUST COMPANY November 1998 - May 2001
THE BOSTON COMPANY/MELLON FINANCIAL CORPORATIONS September 1994 - October 1998
THE BOSTON COMPANY/BOSTON SAFE DEPOSIT & TRUST COMPANY May 1989 - September 1994
Skills
Investments, Mutual Funds, Banking, Accounting, Securities, Financial Services, Bloomberg, Portfolio Management, Trading, Corporate Actions, Settlement, Cash Management, Analysis
Education
BS, Economics/Foreign Trade
Lesley University
MS, Management
Northeastern University
Coursework, accounting
2008 -2009 BANK of AMERICA/ COLUMBIA MANAGEMENT GROUP March 2008 - February 2009
MFS Investment Management July 2007 - December 2007
2005 - 2007 BROWN BROTHERS HARRIMAN & CO December 2005 - February 2007
2004 -2005 STATE STREET BANK & TRUST COMPANY June 2004 - October 2005
2003MELLON FINANCIAL CORPORATIONS May 2001 - July 2003
INVESTORS BANK & TRUST COMPANY November 1998 - May 2001
THE BOSTON COMPANY/MELLON FINANCIAL CORPORATIONS September 1994 - October 1998
THE BOSTON COMPANY/BOSTON SAFE DEPOSIT & TRUST COMPANY May 1989 - September 1994
Skills
Investments, Mutual Funds, Banking, Accounting, Securities, Financial Services, Bloomberg, Portfolio Management, Trading, Corporate Actions, Settlement, Cash Management, Analysis
Education
BS, Economics/Foreign Trade
Lesley University
MS, Management
Northeastern University
Coursework, accounting
Hudson Walker's MFS Investment Management Experience July 2014 - Present
Job Director at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management July 2014 - Present
Lord, Abbett & Co. LLC July 2012 - July 2014
RS Investments August 2009 - August 2012
The Hartford March 2006 - July 2009
The Hartford April 2005 - February 2006
Skills
Asset Management, Wealth Management, Asset Allocation, Alternative Investments, Retirement Planning, Investment Strategies, Separately Managed..., Portfolio Management, Securities, Investment Advisory, Equities, Series 6, Series 7, Series 63, Series 65
Education
James Madison University 1999 — 2003
Bachelor of Business Administration (BBA), Marketing
MFS Investment Management July 2014 - Present
Lord, Abbett & Co. LLC July 2012 - July 2014
RS Investments August 2009 - August 2012
The Hartford March 2006 - July 2009
The Hartford April 2005 - February 2006
Skills
Asset Management, Wealth Management, Asset Allocation, Alternative Investments, Retirement Planning, Investment Strategies, Separately Managed..., Portfolio Management, Securities, Investment Advisory, Equities, Series 6, Series 7, Series 63, Series 65
Education
James Madison University 1999 — 2003
Bachelor of Business Administration (BBA), Marketing
Payel Safui's MFS Investment Management Experience May 2014 - Present
Job Software QA Lead at MFS Investment Management
Industry Information Technology and Services
Experience
MFS Investment Management May 2014 - Present
Best Doctors October 2012 - May 2014
Tata Consultancy Services February 2011 - July 2012
CitiGroup / Tata Consultancy Services January 2009 - February 2011
Tata Consultancy Services August 2006 - December 2008
Skills
Quality Assurance, Quality Center, QTP, VBScript, Software Project..., Requirements Analysis, Agile Testing, Fileaid, Database Tools, Release Management, PL/SQL, SQL, Waterfall, MySQL, Toad, Software Documentation, Regression Testing, Test Automation, J2EE Web Services, xml testing, sqlDeveloper, Manual Testing, Test Cases, Client/server, SQL Server Management..., Metastorm, Visual Studio, Microsoft SQL Server, ETL, Agile Project Management, .NET, Agile Methodologies, Databases, Scrum, Testing, Test Planning, Software Quality..., SDLC
Education
Jadavpur University 2002 — 2006
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
Modern High School for Girls 2000 — 2002
High School, Physical Sciences
MFS Investment Management May 2014 - Present
Best Doctors October 2012 - May 2014
Tata Consultancy Services February 2011 - July 2012
CitiGroup / Tata Consultancy Services January 2009 - February 2011
Tata Consultancy Services August 2006 - December 2008
Skills
Quality Assurance, Quality Center, QTP, VBScript, Software Project..., Requirements Analysis, Agile Testing, Fileaid, Database Tools, Release Management, PL/SQL, SQL, Waterfall, MySQL, Toad, Software Documentation, Regression Testing, Test Automation, J2EE Web Services, xml testing, sqlDeveloper, Manual Testing, Test Cases, Client/server, SQL Server Management..., Metastorm, Visual Studio, Microsoft SQL Server, ETL, Agile Project Management, .NET, Agile Methodologies, Databases, Scrum, Testing, Test Planning, Software Quality..., SDLC
Education
Jadavpur University 2002 — 2006
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
Modern High School for Girls 2000 — 2002
High School, Physical Sciences
Edward Harper's MFS Investment Management Experience May 2011 - September 2011
Job Point Plus Realty Group, Inc.
Industry Real Estate
Experience
Trust Company of the West January 2013 - September 2014
Regiment Capital Advisors LP May 2012 - January 2013
MFS Investment Management May 2011 - September 2011
The Office of Senator John Kerry June 2010 - September 2010
Skills
Economics, Investments, Bloomberg, Fixed Income, Financial Modeling, Valuation, Alternative Investments, Capital Markets
Education
Harvard University 2010 — 2013
Bachelor of Arts (B.A.), Economics
Harvard University
Economics
Trust Company of the West January 2013 - September 2014
Regiment Capital Advisors LP May 2012 - January 2013
MFS Investment Management May 2011 - September 2011
The Office of Senator John Kerry June 2010 - September 2010
Skills
Economics, Investments, Bloomberg, Fixed Income, Financial Modeling, Valuation, Alternative Investments, Capital Markets
Education
Harvard University 2010 — 2013
Bachelor of Arts (B.A.), Economics
Harvard University
Economics
Teann Hawkins's MFS Investment Management Experience September 2006 - April 2007
Job Admission Advisor at Kaplan University
Industry Education Management
Experience
Kaplan University April 2009 - Present
EDMC September 2007 - October 2009
MFS Investment Management September 2006 - April 2007
Wells Fargo Bank 2005 - 2006
Education
Kaplan University 2009 — 2013
Bachelor's, Organizational Communication
Kaplan University April 2009 - Present
EDMC September 2007 - October 2009
MFS Investment Management September 2006 - April 2007
Wells Fargo Bank 2005 - 2006
Education
Kaplan University 2009 — 2013
Bachelor's, Organizational Communication
Derek George's MFS Investment Management Experience September 2003 - December 2006
Job Administrator at Norfolk County District Attorney's Office
Industry Investment Management
Experience
Norfolk County District Attorney's Office January 2013 - Present
J.P. Morgan February 2012 - July 2012
ING September 2011 - December 2011
athenahealth December 2006 - June 2009
MFS Investment Management September 2003 - December 2006
ING September 2001 - May 2003
Education
University of Massachusetts Boston 2013 — 2015
Master of Business Administration (M.B.A.), Finance and Health Care Management
Isenberg School of Management, UMass Amherst 2000 — 2003
Bachelors, Finance
Norfolk County District Attorney's Office January 2013 - Present
J.P. Morgan February 2012 - July 2012
ING September 2011 - December 2011
athenahealth December 2006 - June 2009
MFS Investment Management September 2003 - December 2006
ING September 2001 - May 2003
Education
University of Massachusetts Boston 2013 — 2015
Master of Business Administration (M.B.A.), Finance and Health Care Management
Isenberg School of Management, UMass Amherst 2000 — 2003
Bachelors, Finance
Huy Ho's MFS Investment Management Experience June 2014 - August 2014
Job Talent Fusion at Monster
Industry Staffing and Recruiting
Experience
Monster June 2015 - Present
Hamilton College Burke Library 2011 - June 2015
MFS Investment Management June 2014 - August 2014
The Posse Foundation July 2013 - August 2013
Camp Fiver June 2012 - August 2012
Summer Search June 2011 - August 2011
CVS Caremark Corporation March 2008 - July 2011
Skills
PowerPoint, Community Outreach, Event Planning, Research, Microsoft Word, Fundraising, Public Speaking, Microsoft Excel, Facebook, Social Media, Microsoft Office, Leadership, Nonprofits, Editing, Teaching, Social Networking, Higher Education
Education
Hamilton College 2011 — 2015
Bachelor's degree, Sociology
Hoa Sen University 2014 — 2014
Culture, Social Change, and Development
Charlestown High School 2007 — 2011
Monster June 2015 - Present
Hamilton College Burke Library 2011 - June 2015
MFS Investment Management June 2014 - August 2014
The Posse Foundation July 2013 - August 2013
Camp Fiver June 2012 - August 2012
Summer Search June 2011 - August 2011
CVS Caremark Corporation March 2008 - July 2011
Skills
PowerPoint, Community Outreach, Event Planning, Research, Microsoft Word, Fundraising, Public Speaking, Microsoft Excel, Facebook, Social Media, Microsoft Office, Leadership, Nonprofits, Editing, Teaching, Social Networking, Higher Education
Education
Hamilton College 2011 — 2015
Bachelor's degree, Sociology
Hoa Sen University 2014 — 2014
Culture, Social Change, and Development
Charlestown High School 2007 — 2011
Michelle Qualls's MFS Investment Management Experience October 1996 - November 2011
Job Financial Service Operations Manager
Industry Investment Management
Experience
MFS Investment Management October 1996 - November 2011
MFS Investment Management July 1988 - October 1996
Bay State Health Care May 1987 - July 1988
Skills
Mutual Funds, Microsoft Word, Microsoft PowerPoint, Customer Service, Microsoft Office, PowerPoint, Management, Process Improvement, Financial Services, Quality Assurance, Risk Management, Access, Investments, Business Analysis
Education
Lincoln Technical Institute-Somerville 2013 — 2013
Certificate, Medical Office Assistant/Specialist
University of Massachusetts Boston 1984 — 1986
Computer Science
MFS Investment Management October 1996 - November 2011
MFS Investment Management July 1988 - October 1996
Bay State Health Care May 1987 - July 1988
Skills
Mutual Funds, Microsoft Word, Microsoft PowerPoint, Customer Service, Microsoft Office, PowerPoint, Management, Process Improvement, Financial Services, Quality Assurance, Risk Management, Access, Investments, Business Analysis
Education
Lincoln Technical Institute-Somerville 2013 — 2013
Certificate, Medical Office Assistant/Specialist
University of Massachusetts Boston 1984 — 1986
Computer Science
Yacine Fares's MFS Investment Management Experience June 2014 - August 2014
Job Analyst at Convexity Capital Management
Industry
Experience
Convexity Capital Management July 2015 - Present
MFS Investment Management June 2014 - August 2014
Stuart Portfolio Consultants LP May 2013 - August 2013
Rothenburg Ventures October 2012 - May 2013
Education
Harvard University 2011 — 2015
Bachelor of Arts (B.A.), Applied Mathematics with Economics
Dr. Ronald E McNair Academic High School 2007 — 2011
Convexity Capital Management July 2015 - Present
MFS Investment Management June 2014 - August 2014
Stuart Portfolio Consultants LP May 2013 - August 2013
Rothenburg Ventures October 2012 - May 2013
Education
Harvard University 2011 — 2015
Bachelor of Arts (B.A.), Applied Mathematics with Economics
Dr. Ronald E McNair Academic High School 2007 — 2011
Diane Donovan's MFS Investment Management Experience 1994 - 2008
Job Employee Benefits Specialist Colonial Life
Industry Insurance
Experience
Colonial Life 2014 - Present
Total Benefit Communcations 2013 - Present
American Family Life Assurance Company February 2013 - 2014
The Hartford 2008 - 2012
MFS Investment Management 1994 - 2008
Sun Life Financial 1988 - 1994
Skills
Core Competences, Customer Service, Database Management, Analysis and Evaluation, Reporting Procedures, Project Management, Presentations, Contract Negotiation, Value-added Services, Third-party..., Contract Management, Sales Support, Financial Services, Qualified Retirement..., Investment Plan..., Fund Partner Due..., Compliance Regulations, Fitness Training, Life, Sales Operations, Retirement Planning, Investments, Retirement, Database Admin, Health Insurance, 401k, Sales
Education
Lesley College
Bachelor of Applied Science (B.A.Sc.), Organizational Behavior Studies
Colonial Life 2014 - Present
Total Benefit Communcations 2013 - Present
American Family Life Assurance Company February 2013 - 2014
The Hartford 2008 - 2012
MFS Investment Management 1994 - 2008
Sun Life Financial 1988 - 1994
Skills
Core Competences, Customer Service, Database Management, Analysis and Evaluation, Reporting Procedures, Project Management, Presentations, Contract Negotiation, Value-added Services, Third-party..., Contract Management, Sales Support, Financial Services, Qualified Retirement..., Investment Plan..., Fund Partner Due..., Compliance Regulations, Fitness Training, Life, Sales Operations, Retirement Planning, Investments, Retirement, Database Admin, Health Insurance, 401k, Sales
Education
Lesley College
Bachelor of Applied Science (B.A.Sc.), Organizational Behavior Studies
Lindsey MacNaught's MFS Investment Management Experience May 2013 - August 2013
Job Student at Hobart and William Smith Colleges
Industry
Experience
MFS Investment Management May 2013 - August 2013
JoJo Loves You 2011 - 2012
Skills
Microsoft Excel
Education
Hobart and William Smith Colleges 2011 — 2015
MFS Investment Management May 2013 - August 2013
JoJo Loves You 2011 - 2012
Skills
Microsoft Excel
Education
Hobart and William Smith Colleges 2011 — 2015
Bill DiGiulio's MFS Investment Management Experience January 1998 - August 1999
Job Warwick, Police Department
Industry Law Enforcement
Experience
United States Army Reserve July 2014 - Present
Warwick August 2001 - Present
Joint Task Force Guantanamo November 2009 - November 2010
United States Army National Guard February 2004 - February 2005
MFS Investment Management January 1998 - August 1999
Skills
Law Enforcement, Criminal Justice, Firearms, Patrol, Emergency Management, Public Safety, Criminal Investigations, Investigation, Surveillance, Public Speaking, Customer Service, Homeland Security, Police, Counterterrorism, Security Operations, Tactics, Crime Prevention, Physical Security, Government, Risk Assessment, First Responder
Education
Keene State College 1990 — 1994
Bachelor of Arts (B.A.)
Army Engineer Basic Course
United States Army Reserve July 2014 - Present
Warwick August 2001 - Present
Joint Task Force Guantanamo November 2009 - November 2010
United States Army National Guard February 2004 - February 2005
MFS Investment Management January 1998 - August 1999
Skills
Law Enforcement, Criminal Justice, Firearms, Patrol, Emergency Management, Public Safety, Criminal Investigations, Investigation, Surveillance, Public Speaking, Customer Service, Homeland Security, Police, Counterterrorism, Security Operations, Tactics, Crime Prevention, Physical Security, Government, Risk Assessment, First Responder
Education
Keene State College 1990 — 1994
Bachelor of Arts (B.A.)
Army Engineer Basic Course
Anthony Rosato, CFA's MFS Investment Management Experience June 2006 - Present
Job Sr Financial Analyst at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management June 2006 - Present
Education
Isenberg School of Management, UMass Amherst 2002 — 2006
Bachelor's degree, Accounting
MFS Investment Management June 2006 - Present
Education
Isenberg School of Management, UMass Amherst 2002 — 2006
Bachelor's degree, Accounting
Erika Pagel's MFS Investment Management Experience 1996 - 1998
Job Portfolio Manager at Brown Advisory
Industry Financial Services
Experience
Brown Advisory June 2012 - Present
Silver Bridge 2010 - 2012
Balyasny Asset Management L.P. 2006 - 2008
UBS Investment Bank 2000 - 2006
Schroders 1999 - 2000
MFS Investment Management 1996 - 1998
Skills
Equities, Investments
Education
Hartwick College 1992 — 1996
Economics and English
St. Luke's High School 1988 — 1992
Brown Advisory June 2012 - Present
Silver Bridge 2010 - 2012
Balyasny Asset Management L.P. 2006 - 2008
UBS Investment Bank 2000 - 2006
Schroders 1999 - 2000
MFS Investment Management 1996 - 1998
Skills
Equities, Investments
Education
Hartwick College 1992 — 1996
Economics and English
St. Luke's High School 1988 — 1992
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group