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
Harvey Fladeland Harvey Fladeland's MFS Investment Management Experience 1999 - 2000
Job Divisional Vice President at AXA
Industry Financial Services
Experience
AXA 2007 - Present
Ameriprise Financial Services, Inc. 2003 - 2007
Invesco US 2000 - 2003
MFS Investment Management 1999 - 2000
Piper Jaffray 1994 - 1998
Merrill Lynch 1993 - 1994
Bank of America InvestServices 1988 - 1993
Skills
Wealth Management, Financial Advisory, Series 63, Mutual Funds, Series 7, Investments, Asset Allocation, Investment Advisory, Fixed Annuities, Series 6, Variable Annuities, Separately Managed..., FINRA, 401k, ETFs, Retirement, Strategic Financial..., Series 65, Retirement Planning, Series 24, Uniform Combined State..., IRAs, Alternative Investments, Asset Management, Equities, Wealth Management..., Securities, Fixed Income, 529 Plans
Education
Minnesota State University, Mankato 1981 — 1985
Bachelor of Science (BS), Business Administration Econ/Finance/Management
AXA 2007 - Present
Ameriprise Financial Services, Inc. 2003 - 2007
Invesco US 2000 - 2003
MFS Investment Management 1999 - 2000
Piper Jaffray 1994 - 1998
Merrill Lynch 1993 - 1994
Bank of America InvestServices 1988 - 1993
Skills
Wealth Management, Financial Advisory, Series 63, Mutual Funds, Series 7, Investments, Asset Allocation, Investment Advisory, Fixed Annuities, Series 6, Variable Annuities, Separately Managed..., FINRA, 401k, ETFs, Retirement, Strategic Financial..., Series 65, Retirement Planning, Series 24, Uniform Combined State..., IRAs, Alternative Investments, Asset Management, Equities, Wealth Management..., Securities, Fixed Income, 529 Plans
Education
Minnesota State University, Mankato 1981 — 1985
Bachelor of Science (BS), Business Administration Econ/Finance/Management
Debra Manley Debra Manley's MFS Investment Management Experience September 2000 - September 2001
Job Executive Assistant to CEO at RainDance Technologies
Industry Executive Office
Experience
RainDance Technologies February 2015 - Present
Beacon Power LLC March 2012 - October 2014
Beacon Power Corporation August 2008 - May 2012
Cambridge Heart May 2007 - August 2008
SkillSoft Corporation December 2005 - March 2007
Hittite Microwave Corporation October 2001 - November 2005
MFS Investment Management September 2000 - September 2001
MFS Investment Management June 1997 - September 1999
MFS Investment Management June 1996 - June 1997
Skills
Human Resources, Training, Process Improvement, Customer Service, Executive Calendar..., Meeting Planning, Event Planning, Organizational Skills, Time Management, Expense Reports, Office Management, Fast Learner, Listening Skills, Access, Microsoft Excel, Microsoft Word, Adobe Acrobat, Microsoft Power Point, Microsoft Publisher, Microsoft Office, Recruiting, Contract Negotiation, Windows, Marketing Communications, Negotiation, Marketing, Start-ups, Leadership, Business Planning, Management
Education
Middlesex Community College 1990 — 1992
Associates, Business Administration
Chelmsford High School 1985 — 1989
RainDance Technologies February 2015 - Present
Beacon Power LLC March 2012 - October 2014
Beacon Power Corporation August 2008 - May 2012
Cambridge Heart May 2007 - August 2008
SkillSoft Corporation December 2005 - March 2007
Hittite Microwave Corporation October 2001 - November 2005
MFS Investment Management September 2000 - September 2001
MFS Investment Management June 1997 - September 1999
MFS Investment Management June 1996 - June 1997
Skills
Human Resources, Training, Process Improvement, Customer Service, Executive Calendar..., Meeting Planning, Event Planning, Organizational Skills, Time Management, Expense Reports, Office Management, Fast Learner, Listening Skills, Access, Microsoft Excel, Microsoft Word, Adobe Acrobat, Microsoft Power Point, Microsoft Publisher, Microsoft Office, Recruiting, Contract Negotiation, Windows, Marketing Communications, Negotiation, Marketing, Start-ups, Leadership, Business Planning, Management
Education
Middlesex Community College 1990 — 1992
Associates, Business Administration
Chelmsford High School 1985 — 1989
Pam Thompson's MFS Investment Management Experience 2000 - 2003
Job Strategic Media Manager at Northshore magazine
Industry Publishing
Experience
RMS Media Group-Northshore magazine October 2014 - Present
Boston Magazine July 2012 - October 2014
CareerBuilder.com September 2011 - July 2012
Sapphire Technologies-A Randstad Company May 2010 - September 2011
Yahoo! April 2009 - May 2010
Greater Media Boston February 2004 - April 2009
MFS Investment Management 2000 - 2003
Skills
Recruiting, Account Management, Leadership, Talent Acquisition, Sales, Salesforce.com, Lead Generation, Advertising, Cold Calling, Online Advertising, New Business Development
Education
Massachusetts College of Liberal Arts
Psychology
RMS Media Group-Northshore magazine October 2014 - Present
Boston Magazine July 2012 - October 2014
CareerBuilder.com September 2011 - July 2012
Sapphire Technologies-A Randstad Company May 2010 - September 2011
Yahoo! April 2009 - May 2010
Greater Media Boston February 2004 - April 2009
MFS Investment Management 2000 - 2003
Skills
Recruiting, Account Management, Leadership, Talent Acquisition, Sales, Salesforce.com, Lead Generation, Advertising, Cold Calling, Online Advertising, New Business Development
Education
Massachusetts College of Liberal Arts
Psychology
Dave DeGroff, CFA, CPA's MFS Investment Management Experience September 1997 - May 2011
Job
Industry Financial Services
Experience
Upslope Brewing Company June 2008 - Present
Isonas, Inc June 2012 - December 2014
MFS Investment Management September 1997 - May 2011
Crowe Chizek & Company September 1991 - September 1994
Skills
CPA, CFA, Microsoft Word, Microsoft Office, Customer Service, Chartered Financial..., Financial Modeling, Valuation, PowerPoint, Microsoft Excel, Mutual Funds, Accounting
Education
Miami University 1987 — 1991
Bachelor of Science (B.S.), Accounting
Upslope Brewing Company June 2008 - Present
Isonas, Inc June 2012 - December 2014
MFS Investment Management September 1997 - May 2011
Crowe Chizek & Company September 1991 - September 1994
Skills
CPA, CFA, Microsoft Word, Microsoft Office, Customer Service, Chartered Financial..., Financial Modeling, Valuation, PowerPoint, Microsoft Excel, Mutual Funds, Accounting
Education
Miami University 1987 — 1991
Bachelor of Science (B.S.), Accounting
Hugo Alexander Argueta Hugo Alexander Argueta's MFS Investment Management Experience July 2012 - December 2014
Job Trading Operations at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management November 2014 - Present
MFS Investment Management July 2012 - December 2014
US Bank April 2006 - November 2012
Equiserve Trust Company February 2001 - May 2005
Skills
Corporate Finance, Investment Banking, Fund Administration, Accounting, Compliance, Mortgage Servicing, Derivatives, Fixed Income Products, Equities, Bonds, Hedge Funds, Audit, Operations, Account Reconciliation, Fixed Income, Trading
Education
Brockton High School
Massasoit Community College
Associate's degree, Business Administration and Management, General, B
Wells Capital Management November 2014 - Present
MFS Investment Management July 2012 - December 2014
US Bank April 2006 - November 2012
Equiserve Trust Company February 2001 - May 2005
Skills
Corporate Finance, Investment Banking, Fund Administration, Accounting, Compliance, Mortgage Servicing, Derivatives, Fixed Income Products, Equities, Bonds, Hedge Funds, Audit, Operations, Account Reconciliation, Fixed Income, Trading
Education
Brockton High School
Massasoit Community College
Associate's degree, Business Administration and Management, General, B
Shana Grodner Shana Grodner's MFS Investment Management Experience September 2004 - October 2007
Job at
Industry Financial Services
Experience
MassMutual Financial Group January 2013 - Present
The Hartford January 2008 - December 2012
MFS Investment Management September 2004 - October 2007
Education
New Mexico State University 1999 — 2003
Bachelor of Business Administration (BBA), Economics
MassMutual Financial Group January 2013 - Present
The Hartford January 2008 - December 2012
MFS Investment Management September 2004 - October 2007
Education
New Mexico State University 1999 — 2003
Bachelor of Business Administration (BBA), Economics
Trevor Gordon, MBA, CFA Trevor Gordon, MBA, CFA's MFS Investment Management Experience November 2011 - October 2012
Job Manager of Portfolio Analytics at Toron AMI International Asset Management
Industry Investment Management
Experience
Toron AMI International Asset Management June 2013 - Present
First Asset October 2012 - March 2013
MFS Investment Management November 2011 - October 2012
McLean Budden January 2011 - November 2011
McLean Budden July 2008 - December 2010
Skills
Investment Strategies, Bloomberg, Equities, Portfolio Management, Asset Managment, Investments, Performance Attribution, Wealth Management, Real Estate Investor, Consumer Staples, Mutual Funds, Microsoft Excel, Financial Analysis, Financial Modeling, Financial Accounting, Management Accounting, Asset Management, Valuation, Trading, Capital Markets
Education
Wilfrid Laurier University 2012 — 2015
Master of Business Administration (MBA)
McMaster University 2003 — 2008
Honours Bachelor of Arts (BA), Economics
Toron AMI International Asset Management June 2013 - Present
First Asset October 2012 - March 2013
MFS Investment Management November 2011 - October 2012
McLean Budden January 2011 - November 2011
McLean Budden July 2008 - December 2010
Skills
Investment Strategies, Bloomberg, Equities, Portfolio Management, Asset Managment, Investments, Performance Attribution, Wealth Management, Real Estate Investor, Consumer Staples, Mutual Funds, Microsoft Excel, Financial Analysis, Financial Modeling, Financial Accounting, Management Accounting, Asset Management, Valuation, Trading, Capital Markets
Education
Wilfrid Laurier University 2012 — 2015
Master of Business Administration (MBA)
McMaster University 2003 — 2008
Honours Bachelor of Arts (BA), Economics
Lily Ling Lily Ling's MFS Investment Management Experience January 2011 - June 2011
Job Business Development Associate at FiscalNote
Industry Financial Services
Experience
FiscalNote August 2015 - Present
Susquehanna International Group, LLP (SIG) August 2014 - May 2015
Birchbox February 2014 - August 2014
ZOZI June 2013 - August 2013
Barclays Capital January 2012 - June 2012
MFS Investment Management January 2011 - June 2011
University Tees July 2010 - June 2011
Skills
Microsoft Excel, Bloomberg, PowerPoint, Microsoft Word, Data Analysis, Microsoft Office, Fluent in Cantonese, QuickBooks, Cantonese, Conversational in..., Beginner in French, Financial Modeling, Outlook, Leadership, Investments, Social Media, Sales, Financial Analysis, Fundraising, Customer Service, Spanish, Finance, Access, Event Planning, Direct Sales
Education
Northeastern University 2009 — 2014
Bachelor of Science (B.S.), Finance, Minor in International Affairs, summa cum laude
London School of Economics and Political Science 2012 — 2012
Financial Markets
Rouen Business School 2010 — 2010
Lowell High School 2005 — 2009
High School Diploma, General Education
FiscalNote August 2015 - Present
Susquehanna International Group, LLP (SIG) August 2014 - May 2015
Birchbox February 2014 - August 2014
ZOZI June 2013 - August 2013
Barclays Capital January 2012 - June 2012
MFS Investment Management January 2011 - June 2011
University Tees July 2010 - June 2011
Skills
Microsoft Excel, Bloomberg, PowerPoint, Microsoft Word, Data Analysis, Microsoft Office, Fluent in Cantonese, QuickBooks, Cantonese, Conversational in..., Beginner in French, Financial Modeling, Outlook, Leadership, Investments, Social Media, Sales, Financial Analysis, Fundraising, Customer Service, Spanish, Finance, Access, Event Planning, Direct Sales
Education
Northeastern University 2009 — 2014
Bachelor of Science (B.S.), Finance, Minor in International Affairs, summa cum laude
London School of Economics and Political Science 2012 — 2012
Financial Markets
Rouen Business School 2010 — 2010
Lowell High School 2005 — 2009
High School Diploma, General Education
Maximilian Eppley's MFS Investment Management Experience May 2015 - Present
Job Regional Sales Representative at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management May 2015 - Present
MFS Investment Management August 2013 - Present
Perkins Paper Inc June 2012 - August 2013
The Boathouse June 2011 - September 2012
Merrimack College 2011 - 2012
Toyota Marketing 2009 - 2010
Education
Merrimack College 2008 — 2012
Bachelor's Degree, Double major in International Business and Spanish
Saddlebrook Preparatory 2005 — 2008
Diploma
MFS Investment Management May 2015 - Present
MFS Investment Management August 2013 - Present
Perkins Paper Inc June 2012 - August 2013
The Boathouse June 2011 - September 2012
Merrimack College 2011 - 2012
Toyota Marketing 2009 - 2010
Education
Merrimack College 2008 — 2012
Bachelor's Degree, Double major in International Business and Spanish
Saddlebrook Preparatory 2005 — 2008
Diploma
Richard Mac Hisey, CFA Richard Mac Hisey, CFA's MFS Investment Management Experience 2002 - 2005
Job Senior Vice President and Chief Financial Officer at Berklee College of Music
Industry Financial Services
Experience
Berklee College of Music October 2010 - Present
AARP Financial, Inc. April 2006 - October 2010
Cole Management April 2005 - April 2006
MFS Investment Management 2002 - 2005
BNY Mellon 2000 - 2002
Lexington Global Asset Managers 1986 - 2000
Lexington Management Corporation 1986 - 2000
Procter & Gamble 1982 - 1986
Skills
Asset Managment, Investments, Finance, Portfolio Management, Strategy, Financial Reporting, Asset Management, Risk Management, Forecasting, Business Development, Leadership, Mergers & Acquisitions, Mutual Funds, Financial Services, Equities, Venture Capital, Accounting, Banking, Analysis, Management, Securities, Retirement Planning, Strategic Planning, Investment Management, Competitive Analysis, Internal Audit, Insurance, Financial Advisory, Higher Education
Education
University of Connecticut 1980 — 1982
MBA, Finance and International Business
University of Connecticut 1976 — 1980
BA, Soviet and East European Studies
Saint Petersburg State University 1979 — 1979
Russian Language
Middlebury College 1978 — 1978
Russian Language
Berklee College of Music October 2010 - Present
AARP Financial, Inc. April 2006 - October 2010
Cole Management April 2005 - April 2006
MFS Investment Management 2002 - 2005
BNY Mellon 2000 - 2002
Lexington Global Asset Managers 1986 - 2000
Lexington Management Corporation 1986 - 2000
Procter & Gamble 1982 - 1986
Skills
Asset Managment, Investments, Finance, Portfolio Management, Strategy, Financial Reporting, Asset Management, Risk Management, Forecasting, Business Development, Leadership, Mergers & Acquisitions, Mutual Funds, Financial Services, Equities, Venture Capital, Accounting, Banking, Analysis, Management, Securities, Retirement Planning, Strategic Planning, Investment Management, Competitive Analysis, Internal Audit, Insurance, Financial Advisory, Higher Education
Education
University of Connecticut 1980 — 1982
MBA, Finance and International Business
University of Connecticut 1976 — 1980
BA, Soviet and East European Studies
Saint Petersburg State University 1979 — 1979
Russian Language
Middlebury College 1978 — 1978
Russian Language
Jenna Woods Jenna Woods's MFS Investment Management Experience August 2013 - Present
Job Global Client Administrator at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management August 2013 - Present
MFS Investment Management November 2012 - Present
MFS Investment Management January 2011 - November 2012
MFS Investment Management April 2012 - August 2012
McGill University Athletics September 2008 - February 2011
Boston University Fitness and Recreation Center June 2008 - August 2010
Atria Marina April 2007 - August 2007
White's Fine Cakes and Pastries July 2005 - April 2007
Somersault Gymnastics Center October 2005 - February 2007
Skills
Communications, Word, PowerPoint, Excel, Customer Service, Microsoft Office, Problem Solving, Problem Resolution, Multitasking Skills, Microsoft Excel, Microsoft Word, Teamwork, Data Analysis, Outlook, Mutual Funds
Education
McGill University 2007 — 2010
Bachelor of Arts, Sociology, Interdisciplinary Life Science
MFS Investment Management August 2013 - Present
MFS Investment Management November 2012 - Present
MFS Investment Management January 2011 - November 2012
MFS Investment Management April 2012 - August 2012
McGill University Athletics September 2008 - February 2011
Boston University Fitness and Recreation Center June 2008 - August 2010
Atria Marina April 2007 - August 2007
White's Fine Cakes and Pastries July 2005 - April 2007
Somersault Gymnastics Center October 2005 - February 2007
Skills
Communications, Word, PowerPoint, Excel, Customer Service, Microsoft Office, Problem Solving, Problem Resolution, Multitasking Skills, Microsoft Excel, Microsoft Word, Teamwork, Data Analysis, Outlook, Mutual Funds
Education
McGill University 2007 — 2010
Bachelor of Arts, Sociology, Interdisciplinary Life Science
Donnie Aylward Donnie Aylward's MFS Investment Management Experience November 2013 - Present
Job Workforce Analyst at MFS Investments
Industry Financial Services
Experience
MFS Investment Management November 2013 - Present
Putnam Investments December 2007 - November 2013
Putnam Investments December 2007 - May 2008
Skills
Analytics, Microsoft Excel, Reports, Account Management, Negotiation, Workforce Management, Direct Sales, Management, Training, General Ledger, Time Management, Financial Services, Relationship Management, Finance
Education
Merrimack College 2003 — 2008
Bachelor of Science (BS), Marketing/Economics
Bridgton Academy 2002 — 2003
MFS Investment Management November 2013 - Present
Putnam Investments December 2007 - November 2013
Putnam Investments December 2007 - May 2008
Skills
Analytics, Microsoft Excel, Reports, Account Management, Negotiation, Workforce Management, Direct Sales, Management, Training, General Ledger, Time Management, Financial Services, Relationship Management, Finance
Education
Merrimack College 2003 — 2008
Bachelor of Science (BS), Marketing/Economics
Bridgton Academy 2002 — 2003
Brendan Morrison Brendan Morrison's MFS Investment Management Experience February 1988 - September 1993
Job Program Director New England & New York Territory for Nationwide Retirement Solutions
Industry Financial Services
Experience
Nationwide Retirement Solutions February 2009 - Present
ING 2008 - 2008
CitiStreet 1993 - 2008
MFS Investment Management February 1988 - September 1993
John Hancock 1987 - 1988
Skills
Mutual Funds, Retirement, Series 63, Series 7, 401k, Pensions, Relationship Management, Asset Allocation, Retirement Planning, Financial Services, Securities, Wealth Management, Series 6, Fixed Annuities, Investments, Insurance, Finance, Business Development, Leadership, Mergers
Education
Merrimack College 1978 — 1991
BS, Business Administration
St Johns Prep 1974 — 1978
Nationwide Retirement Solutions February 2009 - Present
ING 2008 - 2008
CitiStreet 1993 - 2008
MFS Investment Management February 1988 - September 1993
John Hancock 1987 - 1988
Skills
Mutual Funds, Retirement, Series 63, Series 7, 401k, Pensions, Relationship Management, Asset Allocation, Retirement Planning, Financial Services, Securities, Wealth Management, Series 6, Fixed Annuities, Investments, Insurance, Finance, Business Development, Leadership, Mergers
Education
Merrimack College 1978 — 1991
BS, Business Administration
St Johns Prep 1974 — 1978
Jian Barazi's MFS Investment Management Experience 2015 - 2015
Job Management Science Finance Student
Industry Financial Services
Experience
Novus Partners, Inc. June 2015 - August 2015
MFS Investment Management 2015 - 2015
Sloan Business School June 2014 - August 2014
MIT Energy Initiative June 2013 - August 2013
CLEAN FLEETS April 2012 - September 2012
Skills
Python, Stata, Microsoft Office, Data Analysis, Research, Public Speaking, Teamwork, Team Leadership, Leadership, Strategic Planning, Social Media, Teaching, Management, Business Strategy
Education
Massachusetts Institute of Technology 2012 — 2016
Bachelor of Science (B.S.), Management Science
Novus Partners, Inc. June 2015 - August 2015
MFS Investment Management 2015 - 2015
Sloan Business School June 2014 - August 2014
MIT Energy Initiative June 2013 - August 2013
CLEAN FLEETS April 2012 - September 2012
Skills
Python, Stata, Microsoft Office, Data Analysis, Research, Public Speaking, Teamwork, Team Leadership, Leadership, Strategic Planning, Social Media, Teaching, Management, Business Strategy
Education
Massachusetts Institute of Technology 2012 — 2016
Bachelor of Science (B.S.), Management Science
Julia Montagne Julia Montagne's MFS Investment Management Experience July 2014 - December 2014
Job Global Product Assistant at MFS Investment Management
Industry Marketing and Advertising
Experience
Crédit Agricole August 2015 - August 2015
MFS Investment Management July 2014 - December 2014
Credit Agricole July 2013 - August 2013
Credit Agricole May 2012 - October 2012
Skills
International Business, Marketing, Microsoft Office, SPSS, Sales Management, Marketing Communications, Banking, CRM, Access, Consumer Behaviour, Spanish, English
Education
Université Paris Dauphine 2015 — 2016
Master 2 Chef de Produit et Etudes Marketing, Marketing
Northeastern University 2013 — 2015
Bachelor of Science in International Business (BSIB), Marketing, 3.647
NEOMA Business School 2012 — 2015
Diplôme d'Etudes Supérieures Européennes de Management, Gestion - Marketing - Management, 3.9
Lycée Frédéric Ozanam 2008 — 2011
Baccalauréat with merit, Scientific section
Crédit Agricole August 2015 - August 2015
MFS Investment Management July 2014 - December 2014
Credit Agricole July 2013 - August 2013
Credit Agricole May 2012 - October 2012
Skills
International Business, Marketing, Microsoft Office, SPSS, Sales Management, Marketing Communications, Banking, CRM, Access, Consumer Behaviour, Spanish, English
Education
Université Paris Dauphine 2015 — 2016
Master 2 Chef de Produit et Etudes Marketing, Marketing
Northeastern University 2013 — 2015
Bachelor of Science in International Business (BSIB), Marketing, 3.647
NEOMA Business School 2012 — 2015
Diplôme d'Etudes Supérieures Européennes de Management, Gestion - Marketing - Management, 3.9
Lycée Frédéric Ozanam 2008 — 2011
Baccalauréat with merit, Scientific section
Dyan Goodwin Dyan Goodwin's MFS Investment Management Experience 1982 - 1991
Job Managing Director at US Trust/Bank of America Private Wealth Management
Industry Financial Services
Experience
US Trust / Bank of America Private Wealth Management February 2002 - Present
Fidelity Investments 2000 - 2002
Optima Group 1998 - 1999
Fidelity Investments 1992 - 1997
Nuveen Investments 1991 - 1992
MFS Investment Management 1982 - 1991
Skills
Wealth Management, Strategic Financial..., Private Banking &..., Life Insurance, Structured Credit, Real Estate & Mortgage..., Aviation & Marine..., Credit, Investment Advisory, Estate Planning, Asset Allocation, Financial Services, Investment Management, Investments, Finance, Mutual Funds, Banking, High Net Worth..., Series 7, Loans, Asset Management, Alternative Investments, Wealth Management..., Series 63, Fixed Income, Investment Strategies, Private Banking, Relationship Management, Series 24, Series 65, Mortgage Lending, Financial Planning
Education
New England College 1978 — 1982
BA
US Trust / Bank of America Private Wealth Management February 2002 - Present
Fidelity Investments 2000 - 2002
Optima Group 1998 - 1999
Fidelity Investments 1992 - 1997
Nuveen Investments 1991 - 1992
MFS Investment Management 1982 - 1991
Skills
Wealth Management, Strategic Financial..., Private Banking &..., Life Insurance, Structured Credit, Real Estate & Mortgage..., Aviation & Marine..., Credit, Investment Advisory, Estate Planning, Asset Allocation, Financial Services, Investment Management, Investments, Finance, Mutual Funds, Banking, High Net Worth..., Series 7, Loans, Asset Management, Alternative Investments, Wealth Management..., Series 63, Fixed Income, Investment Strategies, Private Banking, Relationship Management, Series 24, Series 65, Mortgage Lending, Financial Planning
Education
New England College 1978 — 1982
BA
Tara Fox Tara Fox's MFS Investment Management Experience 2001 - 2003
Job Assistant Vice President, Sr. Exchange Coordinator at Investment Property Exchange Services, Inc (IPX1031)
Industry Financial Services
Experience
Investment Property Exchange Services, Inc (IPX1031) June 2012 - Present
NES Financial November 2008 - May 2012
JP Morgan Property Exchange December 2006 - November 2008
AZHomplace.com 2006 - 2006
First American Exchange Company 2003 - 2006
MFS Investment Management 2001 - 2003
Merrill Lynch 2000 - 2001
Skills
Investments, Title Insurance, Escrow, Loans, Real Estate, Mortgage Lending, Banking, Real Estate Transactions, REO, CRM, Investment Properties
Education
Loyola University of Chicago 1995 — 1999
Bachelor's degree, Criminal Justice and Corrections
Investment Property Exchange Services, Inc (IPX1031) June 2012 - Present
NES Financial November 2008 - May 2012
JP Morgan Property Exchange December 2006 - November 2008
AZHomplace.com 2006 - 2006
First American Exchange Company 2003 - 2006
MFS Investment Management 2001 - 2003
Merrill Lynch 2000 - 2001
Skills
Investments, Title Insurance, Escrow, Loans, Real Estate, Mortgage Lending, Banking, Real Estate Transactions, REO, CRM, Investment Properties
Education
Loyola University of Chicago 1995 — 1999
Bachelor's degree, Criminal Justice and Corrections
Joe Doku, AIF® Joe Doku, AIF®'s MFS Investment Management Experience August 1999 - July 2002
Job COO, Plan Sponsor Services, LLC (PSS)
Industry Financial Services
Experience
Plan Sponsor Services, LLC (PSS) April 2009 - Present
TD Ameritrade September 2006 - April 2009
AST Capital Trust January 2005 - September 2006
Charles Schwab January 2004 - January 2005
Metavante July 2002 - January 2004
MFS Investment Management August 1999 - July 2002
Skills
ERISA, 401k, Pensions, Fiduciary, Fiduciary Liability, Retirement Plan..., Employee Benefits, Estate Planning, Securities, Management, Leadership, Financial Advisory, Business Development, Financial Services, Retirement, Retirement Planning, Mutual Funds, FINRA
Education
Plymouth State University 1995 — 1998
Bachelor of Arts, Political Science and History
MRHS
MRHS
Maine Maritime Academy
Plan Sponsor Services, LLC (PSS) April 2009 - Present
TD Ameritrade September 2006 - April 2009
AST Capital Trust January 2005 - September 2006
Charles Schwab January 2004 - January 2005
Metavante July 2002 - January 2004
MFS Investment Management August 1999 - July 2002
Skills
ERISA, 401k, Pensions, Fiduciary, Fiduciary Liability, Retirement Plan..., Employee Benefits, Estate Planning, Securities, Management, Leadership, Financial Advisory, Business Development, Financial Services, Retirement, Retirement Planning, Mutual Funds, FINRA
Education
Plymouth State University 1995 — 1998
Bachelor of Arts, Political Science and History
MRHS
MRHS
Maine Maritime Academy
Robert Davison Robert Davison's MFS Investment Management Experience January 2000 - November 2005
Job Experienced Financial Services Operations Analyst/Manager with Audit, Compliance and Risk MBA
Industry Financial Services
Experience
Voya Financial March 2015 - Present
Citizens Financial Group, Inc. April 2013 - December 2014
The Hartford November 2007 - March 2013
American Tower Corporation November 2005 - November 2007
MFS Investment Management January 2000 - November 2005
Investors Bank & Trust (Now State Street Corporation) March 1996 - December 1999
Keystone Investment Resource Center, Inc. (Now Wells Fargo) October 1988 - March 1996
Skills
SOX, AML, SAS70, AT101, SSAE 16, Compliance, Internal Audit, Risk, Mutual Funds, Business Analysis, Business Systems..., Operations, Sales Support, Account Management, Broker Dealer Support, Business Process..., Back Office, Middle Office, Front Office, IT Liaison Role, Regulatory Response, Regulatory Remediation, SharePoint, Management, Software Documentation, Analysis, Sarbanes-Oxley Act, Process Improvement, Risk Management, Financial Risk, Vendor Management, Broker-Dealer, Financial Services, Sales Operations, Project Management, Anti Money Laundering, Risk Assessment
Education
Suffolk University - Sawyer Business School 1999 — 2001
MBA, Executive MBA program
Newbury College 1993 — 1995
Associates Applied Science, Culinary Arts
University of Massachusetts, Amherst 1982 — 1986
Bachelors of Science, Hotel, Restaurant and Travel Administration
Needham High School 1978 — 1982
High School Diploma, College Prep
Voya Financial March 2015 - Present
Citizens Financial Group, Inc. April 2013 - December 2014
The Hartford November 2007 - March 2013
American Tower Corporation November 2005 - November 2007
MFS Investment Management January 2000 - November 2005
Investors Bank & Trust (Now State Street Corporation) March 1996 - December 1999
Keystone Investment Resource Center, Inc. (Now Wells Fargo) October 1988 - March 1996
Skills
SOX, AML, SAS70, AT101, SSAE 16, Compliance, Internal Audit, Risk, Mutual Funds, Business Analysis, Business Systems..., Operations, Sales Support, Account Management, Broker Dealer Support, Business Process..., Back Office, Middle Office, Front Office, IT Liaison Role, Regulatory Response, Regulatory Remediation, SharePoint, Management, Software Documentation, Analysis, Sarbanes-Oxley Act, Process Improvement, Risk Management, Financial Risk, Vendor Management, Broker-Dealer, Financial Services, Sales Operations, Project Management, Anti Money Laundering, Risk Assessment
Education
Suffolk University - Sawyer Business School 1999 — 2001
MBA, Executive MBA program
Newbury College 1993 — 1995
Associates Applied Science, Culinary Arts
University of Massachusetts, Amherst 1982 — 1986
Bachelors of Science, Hotel, Restaurant and Travel Administration
Needham High School 1978 — 1982
High School Diploma, College Prep
Owen Foley, CMFS Owen Foley, CMFS's MFS Investment Management Experience August 1999 - September 1999
Job Manager at John Hancock
Industry Financial Services
Experience
John Hancock Life Insurance Company September 2014 - Present
John Hancock Life Insurance Company (U.S.A.) November 2010 - September 2014
Brandes Investment Partners February 2009 - May 2010
Brandes Investment Partners October 2005 - February 2009
Brandes Investment Partners August 2003 - September 2005
Brandes Investment Partners July 2001 - July 2003
Massachusetts Eye and Ear Infirmary November 1999 - September 2000
All Pro Personnel June 1995 - November 1999
MFS Investment Management August 1999 - September 1999
Boston Medical Center 1998 - 1999
Education
Marist College 1994 — 1998
BA, English
Austin Prep 1989 — 1994
High School
John Hancock Life Insurance Company September 2014 - Present
John Hancock Life Insurance Company (U.S.A.) November 2010 - September 2014
Brandes Investment Partners February 2009 - May 2010
Brandes Investment Partners October 2005 - February 2009
Brandes Investment Partners August 2003 - September 2005
Brandes Investment Partners July 2001 - July 2003
Massachusetts Eye and Ear Infirmary November 1999 - September 2000
All Pro Personnel June 1995 - November 1999
MFS Investment Management August 1999 - September 1999
Boston Medical Center 1998 - 1999
Education
Marist College 1994 — 1998
BA, English
Austin Prep 1989 — 1994
High School
jennifer millien's MFS Investment Management Experience December 2014 - Present
Job at
Industry Human Resources
Experience
MFS Investment Management December 2014 - Present
BMC HealthNet Plan March 2014 - May 2014
City of Boston July 2013 - March 2014
Pinkberry Ventures, Inc July 2011 - February 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Editing, Java
Education
Massachusetts College of Liberal Arts 2006 — 2010
Bachelor of Arts (BA), Public Relations, Advertising, and Applied Communication
MFS Investment Management December 2014 - Present
BMC HealthNet Plan March 2014 - May 2014
City of Boston July 2013 - March 2014
Pinkberry Ventures, Inc July 2011 - February 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Editing, Java
Education
Massachusetts College of Liberal Arts 2006 — 2010
Bachelor of Arts (BA), Public Relations, Advertising, and Applied Communication
Petros Voulgaris Petros Voulgaris's MFS Investment Management Experience 2003 - Present
Job Research Analyst at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management 2003 - Present
Putnam Investments 2000 - 2003
Skills
Fixed Income, Derivatives, Financial Modeling, Bloomberg, Structured Finance, CDO, Credit Analysis, Alternative Investments, CMBS, Risk Management, Real Estate, Quantitative Research, Municipal Bonds, RMBS, Tobacco, Trepp, Intex
Education
Merrimack College
Quadruple Concentration: International Business, Finance, Economics and Marketing
MFS Investment Management 2003 - Present
Putnam Investments 2000 - 2003
Skills
Fixed Income, Derivatives, Financial Modeling, Bloomberg, Structured Finance, CDO, Credit Analysis, Alternative Investments, CMBS, Risk Management, Real Estate, Quantitative Research, Municipal Bonds, RMBS, Tobacco, Trepp, Intex
Education
Merrimack College
Quadruple Concentration: International Business, Finance, Economics and Marketing
Maxene Rinkofsky Maxene Rinkofsky's MFS Investment Management Experience 2000 - 2008
Job
Industry Wholesale
Experience
Creative Gifts International November 2012 - Present
Computershare November 2011 - July 2012
GL Adisor/Gratuate Leverage November 2010 - April 2011
The Hartford 2008 - 2010
MFS Investment Management 2000 - 2008
Equiserve 1995 - 2000
Stuarts Dept Stores, Tello, Fields Hoisery, Casual Male, Shoes by Lara 1986 - 1994
J Baker 1978 - 1986
Skills
Financial Services, Mutual Funds, Project Management, Outlook, Risk Management, Process Improvement, Management, Call Centers, Mergers & Acquisitions, Analysis, 401k, Vendor Management, Customer Service
Education
Northeastern University 1994 — 1995
Certificat, Paralegal
Massasoit Community College
Associates, Business
Creative Gifts International November 2012 - Present
Computershare November 2011 - July 2012
GL Adisor/Gratuate Leverage November 2010 - April 2011
The Hartford 2008 - 2010
MFS Investment Management 2000 - 2008
Equiserve 1995 - 2000
Stuarts Dept Stores, Tello, Fields Hoisery, Casual Male, Shoes by Lara 1986 - 1994
J Baker 1978 - 1986
Skills
Financial Services, Mutual Funds, Project Management, Outlook, Risk Management, Process Improvement, Management, Call Centers, Mergers & Acquisitions, Analysis, 401k, Vendor Management, Customer Service
Education
Northeastern University 1994 — 1995
Certificat, Paralegal
Massasoit Community College
Associates, Business
Charles Finnegan's MFS Investment Management Experience June 2013 - August 2013
Job Investment Banking Analyst at AGC Partners
Industry Investment Banking
Experience
AGC Partners July 2015 - Present
AGC Partners May 2014 - August 2014
MFS Investment Management June 2013 - August 2013
Natixis May 2012 - August 2012
Allen and Gerritsen May 2011 - June 2011
Skills
Oracle CRM, Microsoft Word, Microsoft Excel, PowerPoint, Presenter, Marketing Strategy, Marketing, Outlook
Education
Trinity College-Hartford 2011 — 2015
Economics, 3.4
New York University 2013 — 2013
Economics
Thayer Academy 2007 — 2011
Diploma, AP History, AP Environmental Science, A Global History, 3.5
AGC Partners July 2015 - Present
AGC Partners May 2014 - August 2014
MFS Investment Management June 2013 - August 2013
Natixis May 2012 - August 2012
Allen and Gerritsen May 2011 - June 2011
Skills
Oracle CRM, Microsoft Word, Microsoft Excel, PowerPoint, Presenter, Marketing Strategy, Marketing, Outlook
Education
Trinity College-Hartford 2011 — 2015
Economics, 3.4
New York University 2013 — 2013
Economics
Thayer Academy 2007 — 2011
Diploma, AP History, AP Environmental Science, A Global History, 3.5
Ellen I-Lun Chang, CCP, MBA Ellen I-Lun Chang, CCP, MBA's MFS Investment Management Experience October 2014 - Present
Job Human Resources and Compensation Leader
Industry Human Resources
Experience
Remuneration Resources November 2014 - Present
MFS Investment Management October 2014 - Present
ESC of New England May 2013 - Present
Cognex Corporation December 2013 - August 2014
Covidien October 2012 - December 2013
Covidien May 2011 - October 2012
Sensata Technologies June 2010 - April 2011
Thermo Fisher Scientific August 2008 - June 2010
Thermo Fisher Scientific January 2007 - August 2008
Thermo Fisher Scientific May 2006 - December 2006
Skills
Talent Management, Organizational..., Project Management, Change Management, Compensation and..., Deferred Compensation, Employee Benefits, Process Improvement, Management Consulting, Six Sigma, International HR, Mergers and Acquisitions, Strategy, Employee Engagement, Management, Organizational..., Succession Planning, Cross-functional Team..., Leadership, Personnel Management, Talent Acquisition, Business Development, HRIS, Mergers & Acquisitions, Compliance, Compensation
Education
Michigan State University - The Eli Broad Graduate School of Management
MBA, Human Resources & Business Information System
University of Michigan
BSE, Chemical Engineering
Remuneration Resources November 2014 - Present
MFS Investment Management October 2014 - Present
ESC of New England May 2013 - Present
Cognex Corporation December 2013 - August 2014
Covidien October 2012 - December 2013
Covidien May 2011 - October 2012
Sensata Technologies June 2010 - April 2011
Thermo Fisher Scientific August 2008 - June 2010
Thermo Fisher Scientific January 2007 - August 2008
Thermo Fisher Scientific May 2006 - December 2006
Skills
Talent Management, Organizational..., Project Management, Change Management, Compensation and..., Deferred Compensation, Employee Benefits, Process Improvement, Management Consulting, Six Sigma, International HR, Mergers and Acquisitions, Strategy, Employee Engagement, Management, Organizational..., Succession Planning, Cross-functional Team..., Leadership, Personnel Management, Talent Acquisition, Business Development, HRIS, Mergers & Acquisitions, Compliance, Compensation
Education
Michigan State University - The Eli Broad Graduate School of Management
MBA, Human Resources & Business Information System
University of Michigan
BSE, Chemical Engineering
Dane Loree's MFS Investment Management Experience December 2010 - July 2011
Job Financial Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management September 2014 - Present
Fidelity Investments May 2012 - August 2014
MFS Investment Management December 2010 - July 2011
Procter & Gamble January 2010 - August 2010
Mansfield Community Center May 2008 - September 2008
FedEx Ground May 2008 - August 2008
Corporate Translations Inc April 2005 - August 2007
Skills
Accounting, Internal Controls, Auditing, Finance, Microsoft Office
Education
Merrimack College 2007 — 2012
Bachelor's Degree, Accounting
Wellington Management September 2014 - Present
Fidelity Investments May 2012 - August 2014
MFS Investment Management December 2010 - July 2011
Procter & Gamble January 2010 - August 2010
Mansfield Community Center May 2008 - September 2008
FedEx Ground May 2008 - August 2008
Corporate Translations Inc April 2005 - August 2007
Skills
Accounting, Internal Controls, Auditing, Finance, Microsoft Office
Education
Merrimack College 2007 — 2012
Bachelor's Degree, Accounting
Cheryl McCaffrey's MFS Investment Management Experience 2008 - 2008
Job Senior Production Artist, State Street Global Advisors
Industry Design
Experience
State Street Global Advisors September 2014 - Present
Cambridge BioMarketing 2011 - August 2014
Cambridge BioMarketing 2008 - 2011
MFS Investment Management 2008 - 2008
State Street 2006 - 2008
HomeWorks Media Group 2004 - 2006
Commonwealth Financial Network 2003 - 2004
Hull Creative Group 2000 - 2001
Hill Holliday 1998 - 2000
Skills
Graphic Design, Photoshop, Illustrator, Typography, Graphics, InDesign, Web Design, HTML 5, Interaction Design, CSS, Wireframes, Art Direction, User Experience, Art, User-centered Design, Logo Design, Layout, Creative Direction, HTML5, QuarkXPress, Corporate Identity, Adobe Creative Suite, Brochures, Creative Strategy, Corporate Branding, Mac, Brand Development, Collateral, Adobe Acrobat, Studio Art
Education
Loyola University New Orleans 1994 — 1998
Bachelor of Arts (BA), Advertising and Graphic Design
Massachusetts College of Art 2011 — 2012
Continuing Education, Web Design
State Street Global Advisors September 2014 - Present
Cambridge BioMarketing 2011 - August 2014
Cambridge BioMarketing 2008 - 2011
MFS Investment Management 2008 - 2008
State Street 2006 - 2008
HomeWorks Media Group 2004 - 2006
Commonwealth Financial Network 2003 - 2004
Hull Creative Group 2000 - 2001
Hill Holliday 1998 - 2000
Skills
Graphic Design, Photoshop, Illustrator, Typography, Graphics, InDesign, Web Design, HTML 5, Interaction Design, CSS, Wireframes, Art Direction, User Experience, Art, User-centered Design, Logo Design, Layout, Creative Direction, HTML5, QuarkXPress, Corporate Identity, Adobe Creative Suite, Brochures, Creative Strategy, Corporate Branding, Mac, Brand Development, Collateral, Adobe Acrobat, Studio Art
Education
Loyola University New Orleans 1994 — 1998
Bachelor of Arts (BA), Advertising and Graphic Design
Massachusetts College of Art 2011 — 2012
Continuing Education, Web Design
Vicky Schroebel Vicky Schroebel's MFS Investment Management Experience January 1999 - July 2015
Job Retired Vice President and Director Business Development
Industry Investment Management
Experience
MFS Investment Management January 1999 - July 2015
Education
Mills College 1976 — 1980
MFS Investment Management January 1999 - July 2015
Education
Mills College 1976 — 1980
John Pulicare's MFS Investment Management Experience March 2006 - Present
Job Director Georgia Market at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management March 2006 - Present
Morgan Stanley April 2004 - March 2006
Ryan Beck & Co. May 2000 - March 2004
Ryan Beck & Co. May 2000 - March 2004
Retirement System Group Inc. May 1992 - May 2000
Skills
Investments, Mutual Funds, Asset Management, Investment Management, Retirement Planning, Series 7, 401k, Series 63, Asset Allocation, Retirement, Alternative Investments, Product Management, Financial Advisory, Consulting, Wealth Management
Education
Mercy College
BS, Marketing Management
MFS Investment Management March 2006 - Present
Morgan Stanley April 2004 - March 2006
Ryan Beck & Co. May 2000 - March 2004
Ryan Beck & Co. May 2000 - March 2004
Retirement System Group Inc. May 1992 - May 2000
Skills
Investments, Mutual Funds, Asset Management, Investment Management, Retirement Planning, Series 7, 401k, Series 63, Asset Allocation, Retirement, Alternative Investments, Product Management, Financial Advisory, Consulting, Wealth Management
Education
Mercy College
BS, Marketing Management
Amy Rocco-Orlando Amy Rocco-Orlando's MFS Investment Management Experience January 1998 - January 2005
Job Financial Services Professional
Industry Financial Services
Experience
JPMorgan Chase April 2007 - December 2008
Standard & Poor's April 2005 - April 2007
The Boston Company Asset Management January 2005 - April 2005
Bank Trust Group January 2001 - January 2005
MFS Investment Management January 1998 - January 2005
Bank Trust August 2000 - January 2001
MFS August 1999 - August 2000
MFS July 1998 - August 1999
Skills
Analysis, Sales, Relationship Management, Marketing, Customer Service, Project Management, Investments, Management, Portfolio Management, CRM, Financial Services, Finance, Strategic Planning, Mutual Funds, Leadership, Salesforce.com, Asset Management, Sales Management, Equities, Consulting
Education
Merrimack College 1992 — 1996
Bachelor of Arts Degree, Psychology
JPMorgan Chase April 2007 - December 2008
Standard & Poor's April 2005 - April 2007
The Boston Company Asset Management January 2005 - April 2005
Bank Trust Group January 2001 - January 2005
MFS Investment Management January 1998 - January 2005
Bank Trust August 2000 - January 2001
MFS August 1999 - August 2000
MFS July 1998 - August 1999
Skills
Analysis, Sales, Relationship Management, Marketing, Customer Service, Project Management, Investments, Management, Portfolio Management, CRM, Financial Services, Finance, Strategic Planning, Mutual Funds, Leadership, Salesforce.com, Asset Management, Sales Management, Equities, Consulting
Education
Merrimack College 1992 — 1996
Bachelor of Arts Degree, Psychology
Carolyn Heald Carolyn Heald's MFS Investment Management Experience June 1990 - October 2002
Job Vice President, PMP at State Street
Industry Banking
Experience
State Street August 2014 - Present
Brown Brothers Harriman June 2004 - August 2014
MFS Investment Management June 1990 - October 2002
Skills
Global Custody, Financial Services, Equities, Project Management, Fixed Income, Corporate Actions, Mutual Funds, Middle Office, PMP
Education
Simmons College - Simmons School of Management 1994 — 1996
MBA, Business
Mount Holyoke College 1985 — 1989
BA, Politics
State Street August 2014 - Present
Brown Brothers Harriman June 2004 - August 2014
MFS Investment Management June 1990 - October 2002
Skills
Global Custody, Financial Services, Equities, Project Management, Fixed Income, Corporate Actions, Mutual Funds, Middle Office, PMP
Education
Simmons College - Simmons School of Management 1994 — 1996
MBA, Business
Mount Holyoke College 1985 — 1989
BA, Politics
Courtney Pugliese's MFS Investment Management Experience June 2000 - March 2006
Job CoOwner/Photographer at ACE Photography
Industry Telecommunications
Experience
ACE Photography May 2005 - Present
Advanced Cosmetic & Implant Dentistry 2012 - 2013
Advance Cosmetic Dentistry 2012 - 2013
John Hancock Financial Services 2006 - 2010
MFS Investment Management June 2000 - March 2006
JCI Communications 1997 - 2000
JCI Communications 1997 - 2000
Skills
Telecommunications, Call Center..., Telephony, Photography, Philanthropy
Education
Massachusetts College of Liberal Arts 1994 — 1997
ACE Photography May 2005 - Present
Advanced Cosmetic & Implant Dentistry 2012 - 2013
Advance Cosmetic Dentistry 2012 - 2013
John Hancock Financial Services 2006 - 2010
MFS Investment Management June 2000 - March 2006
JCI Communications 1997 - 2000
JCI Communications 1997 - 2000
Skills
Telecommunications, Call Center..., Telephony, Photography, Philanthropy
Education
Massachusetts College of Liberal Arts 1994 — 1997
Kevin Merrow, CFP® Kevin Merrow, CFP®'s MFS Investment Management Experience September 2004 - December 2005
Job Financial Services Professional
Industry Financial Services
Experience
ADP Retirement Services March 2011 - Present
AARP Financial, Inc December 2005 - October 2010
MFS Investment Management September 2004 - December 2005
Chittenden Securities, Inc December 2002 - May 2004
Skills
Investments, Retirement Planning, Series 63, 401k, Mutual Funds, Retirement, Sales, Portfolio Management, Financial Advisory, Series 6, Financial Services, Fixed Annuities, IRAs, Asset Allocation, Insurance, Investment Advisory, Securities, Strategic Financial...
Education
University of Vermont 1998 — 2002
B.S. Business Administration, Finance
Merrimack College 2006 — 2007
Certificate in Advanced Financial Planning
ADP Retirement Services March 2011 - Present
AARP Financial, Inc December 2005 - October 2010
MFS Investment Management September 2004 - December 2005
Chittenden Securities, Inc December 2002 - May 2004
Skills
Investments, Retirement Planning, Series 63, 401k, Mutual Funds, Retirement, Sales, Portfolio Management, Financial Advisory, Series 6, Financial Services, Fixed Annuities, IRAs, Asset Allocation, Insurance, Investment Advisory, Securities, Strategic Financial...
Education
University of Vermont 1998 — 2002
B.S. Business Administration, Finance
Merrimack College 2006 — 2007
Certificate in Advanced Financial Planning
John Latsis's MFS Investment Management Experience January 2002 - March 2007
Job National Channel Account Manager at Fortinet
Industry Computer Networking
Experience
Fortinet April 2014 - Present
Juniper Networks January 2011 - April 2014
Astaro Corporation March 2010 - January 2011
Juniper Networks January 2008 - September 2009
Juniper Networks April 2007 - February 2008
MFS Investment Management January 2002 - March 2007
MFS Investment Management January 2001 - January 2002
MFS Investment Management January 2000 - January 2001
Skills
Business Acumen, Negotiation, Sales Process, CRM, Salesforce.com, Sales Operations, Sales, Lead Generation, Selling, Forecasting, Solution Selling, Data Center, Channel, Juniper, Business Development, Training
Education
Massachusetts College of Liberal Arts 1991 — 1995
Psychology
Fortinet April 2014 - Present
Juniper Networks January 2011 - April 2014
Astaro Corporation March 2010 - January 2011
Juniper Networks January 2008 - September 2009
Juniper Networks April 2007 - February 2008
MFS Investment Management January 2002 - March 2007
MFS Investment Management January 2001 - January 2002
MFS Investment Management January 2000 - January 2001
Skills
Business Acumen, Negotiation, Sales Process, CRM, Salesforce.com, Sales Operations, Sales, Lead Generation, Selling, Forecasting, Solution Selling, Data Center, Channel, Juniper, Business Development, Training
Education
Massachusetts College of Liberal Arts 1991 — 1995
Psychology
William Johannes Wesselhoeft's MFS Investment Management Experience June 2008 - August 2008
Job Special Assistant at Professor Theodore Leinbaugh, Order of the British Empire OBE
Industry International Affairs
Experience
Professor Theodore Leinbaugh, OBE July 2015 - Present
The Massachusetts State House November 2014 - December 2014
United Nations Association of Greater Boston September 2014 - December 2014
Schneider Electric October 2013 - June 2014
Trail's End Cafe June 2010 - April 2013
MFS Investment Management June 2008 - August 2008
Skills
Public Speaking, Teaching, International Relations, Research, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Stata, Data Analysis, Training, Event Planning, Marketing, Strategic Planning, Program Management, Social Networking, ArcGIS, Editing, Leadership, Social Media, Nonprofits, Politics, Fundraising, Writing
Education
University of North Carolina at Chapel Hill 2015 — 2017
Master of Arts Candidate (M.A.), Political Science
University of Massachusetts, Amherst 2010 — 2013
Bachelor of Arts (B.A.), Political Science; International Relations, Economics, GPA 3.7/4.0
Universität Mannheim 2012 — 2012
Political Science and Government, International Relations and German Language.
Universidad de Salamanca 2011 — 2011
Spanish History, Politics, International Studies and Spanish Language.
Loyola University Maryland 2009 — 2010
Global Studies
The Northfield Mount Hermon School 2006 — 2009
Diploma
The Fenn School 2004 — 2006
Professor Theodore Leinbaugh, OBE July 2015 - Present
The Massachusetts State House November 2014 - December 2014
United Nations Association of Greater Boston September 2014 - December 2014
Schneider Electric October 2013 - June 2014
Trail's End Cafe June 2010 - April 2013
MFS Investment Management June 2008 - August 2008
Skills
Public Speaking, Teaching, International Relations, Research, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Stata, Data Analysis, Training, Event Planning, Marketing, Strategic Planning, Program Management, Social Networking, ArcGIS, Editing, Leadership, Social Media, Nonprofits, Politics, Fundraising, Writing
Education
University of North Carolina at Chapel Hill 2015 — 2017
Master of Arts Candidate (M.A.), Political Science
University of Massachusetts, Amherst 2010 — 2013
Bachelor of Arts (B.A.), Political Science; International Relations, Economics, GPA 3.7/4.0
Universität Mannheim 2012 — 2012
Political Science and Government, International Relations and German Language.
Universidad de Salamanca 2011 — 2011
Spanish History, Politics, International Studies and Spanish Language.
Loyola University Maryland 2009 — 2010
Global Studies
The Northfield Mount Hermon School 2006 — 2009
Diploma
The Fenn School 2004 — 2006
Justin McGuffee's MFS Investment Management Experience October 2007 - Present
Job Senior Compliance Specialist at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management October 2007 - Present
MetLife September 2005 - September 2007
Education
New England College of Business and Finance
Bachelor of Science in Business Administration (BSBA), Finance Concentration
Louisiana State University 1997 — 2000
MFS Investment Management October 2007 - Present
MetLife September 2005 - September 2007
Education
New England College of Business and Finance
Bachelor of Science in Business Administration (BSBA), Finance Concentration
Louisiana State University 1997 — 2000
Adam Grossman, CFA Adam Grossman, CFA's MFS Investment Management Experience July 2005 - June 2007
Job Equity Research Analyst at Middleton & Company, Inc.
Industry Investment Management
Experience
Middleton & Company, Inc. December 2010 - Present
Ballentine Partners LLC September 2008 - December 2010
MFS Investment Management July 2005 - June 2007
Brandwise, Inc. April 2004 - July 2005
AboutFace Software June 1993 - April 2004
Skills
Equity Research, Investments, Equities
Education
Belmont Hill School
Massachusetts Institute of Technology - Sloan School of Management
MBA
Williams College
B.A., Cum Laude
Middleton & Company, Inc. December 2010 - Present
Ballentine Partners LLC September 2008 - December 2010
MFS Investment Management July 2005 - June 2007
Brandwise, Inc. April 2004 - July 2005
AboutFace Software June 1993 - April 2004
Skills
Equity Research, Investments, Equities
Education
Belmont Hill School
Massachusetts Institute of Technology - Sloan School of Management
MBA
Williams College
B.A., Cum Laude
Harry Bodozian Harry Bodozian's MFS Investment Management Experience June 2015 - Present
Job Regional Sales Representative at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management June 2015 - Present
MFS Investment Management January 2015 - June 2015
MFS Investment Management January 2014 - January 2015
Bain & Company September 2013 - October 2013
College Connections Lacrosse Clinic July 2013 - August 2013
St. Gabriel's College May 2012 - May 2013
Loyola University Maryland, Office of Student Life September 2008 - May 2012
Rowean Construction, LLC June 2011 - August 2011
PrimeTime Lacrosse July 2011 - July 2011
Skills
Microsoft Office, Facebook, PowerPoint, Microsoft Excel, Microsoft Word, Leadership, Event Planning, Public Speaking, Social Media, Management, Fundraising, Access, Social Networking, Research, Teaching, Teamwork
Education
Loyola College in Maryland 2008 — 2012
Business Administration, Management
Monash University 2010 — 2010
Study Abroad
Medfield High School 2005 — 2008
MFS Investment Management June 2015 - Present
MFS Investment Management January 2015 - June 2015
MFS Investment Management January 2014 - January 2015
Bain & Company September 2013 - October 2013
College Connections Lacrosse Clinic July 2013 - August 2013
St. Gabriel's College May 2012 - May 2013
Loyola University Maryland, Office of Student Life September 2008 - May 2012
Rowean Construction, LLC June 2011 - August 2011
PrimeTime Lacrosse July 2011 - July 2011
Skills
Microsoft Office, Facebook, PowerPoint, Microsoft Excel, Microsoft Word, Leadership, Event Planning, Public Speaking, Social Media, Management, Fundraising, Access, Social Networking, Research, Teaching, Teamwork
Education
Loyola College in Maryland 2008 — 2012
Business Administration, Management
Monash University 2010 — 2010
Study Abroad
Medfield High School 2005 — 2008
Yujie Lin Yujie Lin's MFS Investment Management Experience January 2013 - June 2013
Job Master of Finance Candidate at MIT Sloan School of Management, Class of 2016
Industry Financial Services
Experience
General Motors September 2015 - Present
Wellington Management January 2014 - June 2014
MFS Investment Management January 2013 - June 2013
Skills
Equities, Investments, Financial Analysis, Securities, Asset Management, Mutual Funds
Education
Massachusetts Institute of Technology - Sloan School of Management 2015 — 2016
Master of Finance, Master of Finance, 5.0/5.0
Northeastern University 2011 — 2015
Bachelor of Science (BS), Finance and Accounting; Minor: Mathematics, 3.93/4.0
General Motors September 2015 - Present
Wellington Management January 2014 - June 2014
MFS Investment Management January 2013 - June 2013
Skills
Equities, Investments, Financial Analysis, Securities, Asset Management, Mutual Funds
Education
Massachusetts Institute of Technology - Sloan School of Management 2015 — 2016
Master of Finance, Master of Finance, 5.0/5.0
Northeastern University 2011 — 2015
Bachelor of Science (BS), Finance and Accounting; Minor: Mathematics, 3.93/4.0
Lori Selsberg's MFS Investment Management Experience 2000 - 2004
Job Program Manager, Business Transformation at EMC
Industry Computer & Network Security
Experience
EMC April 2014 - Present
State Street January 2014 - April 2014
Citizens Bank October 2013 - January 2014
Biogen Idec March 2012 - August 2013
State Street October 2011 - March 2012
JP Morgan August 2006 - October 2011
Charles River Development January 2006 - August 2006
MFS Investment Management 2000 - 2004
Fidelity Investments 1996 - 2000
Skills
Business Analysis, SDLC, Process Improvement, Requirements Gathering, PMO, Software Documentation, IT Strategy, Outsourcing, Business Process..., Business Requirements, Requirements Analysis, Project Management, Integration, Business Process, Mergers & Acquisitions, Legal Compliance, Compliance
Education
Maurice A. Deane School of Law at Hofstra University
Juris Doctor
Union College
BA
EMC April 2014 - Present
State Street January 2014 - April 2014
Citizens Bank October 2013 - January 2014
Biogen Idec March 2012 - August 2013
State Street October 2011 - March 2012
JP Morgan August 2006 - October 2011
Charles River Development January 2006 - August 2006
MFS Investment Management 2000 - 2004
Fidelity Investments 1996 - 2000
Skills
Business Analysis, SDLC, Process Improvement, Requirements Gathering, PMO, Software Documentation, IT Strategy, Outsourcing, Business Process..., Business Requirements, Requirements Analysis, Project Management, Integration, Business Process, Mergers & Acquisitions, Legal Compliance, Compliance
Education
Maurice A. Deane School of Law at Hofstra University
Juris Doctor
Union College
BA
Elaine Lapotosky's MFS Investment Management Experience 2000 - 2001
Job Director of Operations, Crew Services USA at Jet Professionals
Industry Airlines/Aviation
Experience
Jet Professionals July 2004 - Present
Asset Staffing January 2003 - July 2004
Stop Loss Insurance Brokers Inc 2001 - 2002
MFS Investment Management 2000 - 2001
Skills
Aviation, New Business Development, Aircraft, Aerospace, Market Research, Employee Benefits, Team Building, Process Improvement, Recruiting
Education
New York University
Business Management
Jet Professionals July 2004 - Present
Asset Staffing January 2003 - July 2004
Stop Loss Insurance Brokers Inc 2001 - 2002
MFS Investment Management 2000 - 2001
Skills
Aviation, New Business Development, Aircraft, Aerospace, Market Research, Employee Benefits, Team Building, Process Improvement, Recruiting
Education
New York University
Business Management
Brett Stevenson's MFS Investment Management Experience July 2014 - June 2015
Job Business Analyst at Bluewolf
Industry Marketing and Advertising
Experience
Bluewolf July 2015 - Present
MFS Investment Management July 2014 - June 2015
Northeastern University Office of Alumni Relations January 2014 - June 2014
RuffaloCODY June 2013 - January 2014
Barnes and Noble College September 2012 - September 2013
Tremont 647 April 2013 - August 2013
Erickson Living January 2012 - May 2012
Martin Luther King Jr. Elementary School November 2009 - January 2010
Skills
Microsoft Office, Teamwork, Goal Oriented, Proactivity, Academic Writing, PowerPoint, Microsoft Excel, Critical Thinking, Microsoft Word, Time Management, Facebook, Social Networking, Social Media, Leadership, Research
Education
Northeastern University 2012 — 2016
Bachelor of Science (B.S.), Business Administration, Marketing, Junior
Loyola College in Maryland 2011 — 2012
Psychology, Freshman
Moses Brown School 2004 — 2011
Bluewolf July 2015 - Present
MFS Investment Management July 2014 - June 2015
Northeastern University Office of Alumni Relations January 2014 - June 2014
RuffaloCODY June 2013 - January 2014
Barnes and Noble College September 2012 - September 2013
Tremont 647 April 2013 - August 2013
Erickson Living January 2012 - May 2012
Martin Luther King Jr. Elementary School November 2009 - January 2010
Skills
Microsoft Office, Teamwork, Goal Oriented, Proactivity, Academic Writing, PowerPoint, Microsoft Excel, Critical Thinking, Microsoft Word, Time Management, Facebook, Social Networking, Social Media, Leadership, Research
Education
Northeastern University 2012 — 2016
Bachelor of Science (B.S.), Business Administration, Marketing, Junior
Loyola College in Maryland 2011 — 2012
Psychology, Freshman
Moses Brown School 2004 — 2011
Gillian Daly Gillian Daly's MFS Investment Management Experience May 2012 - August 2012
Job Business Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman April 2015 - Present
KD Plastering, Inc May 2011 - Present
Raytheon June 2014 - April 2015
EMC May 2013 - August 2013
MFS Investment Management May 2012 - August 2012
Sharon Country Day Camp June 2007 - August 2010
Skills
Microsoft Office, Microsoft Excel, HTML, JavaScript, PowerPoint, Microsoft Word, Data Entry, Data Analysis, Social Networking, Writing, Outlook, Access, Management, Analysis, Time Management, Public Speaking, Teamwork, Critical Thinking, Spreadsheets, Lotus Notes, Databases, Financial Analysis
Education
Providence College 2011 — 2014
Bachelor's degree, Business Administration and Management, General, Junior
Loyola College in Maryland 2010 — 2011
Political Science and Government
Ursuline Academy 2006 — 2010
High School Diploma
Brown Brothers Harriman April 2015 - Present
KD Plastering, Inc May 2011 - Present
Raytheon June 2014 - April 2015
EMC May 2013 - August 2013
MFS Investment Management May 2012 - August 2012
Sharon Country Day Camp June 2007 - August 2010
Skills
Microsoft Office, Microsoft Excel, HTML, JavaScript, PowerPoint, Microsoft Word, Data Entry, Data Analysis, Social Networking, Writing, Outlook, Access, Management, Analysis, Time Management, Public Speaking, Teamwork, Critical Thinking, Spreadsheets, Lotus Notes, Databases, Financial Analysis
Education
Providence College 2011 — 2014
Bachelor's degree, Business Administration and Management, General, Junior
Loyola College in Maryland 2010 — 2011
Political Science and Government
Ursuline Academy 2006 — 2010
High School Diploma
Tri Mai Tri Mai's MFS Investment Management Experience July 2015 - Present
Job Requirement Traceability at MFS Investment
Industry Education Management
Experience
MFS Investment Management July 2015 - Present
University of Massachusetts Lowell March 2014 - May 2015
Middlesex Community College January 2013 - May 2013
Middlesex Community College September 2012 - May 2013
Middlesex Community College November 2011 - May 2013
Middlesex Community College January 2012 - December 2012
Middlesex Community College 2010 - 2011
Middlesex Community College 2010 - 2011
Skills
Leadership, Microsoft Office, Microsoft Excel, Teamwork, Tutoring, Microsoft Word, Critical Thinking, Decision Analysis, Analysis, Data Analysis, Communication Skills, Team Leadership, Cultural Diversity
Education
University of Massachusetts Lowell 2013 — 2015
Bachelor's degree, Business - Management and Supply Chain Management, 3.84
Middlesex Community College 2010 — 2013
Associate of Science (AS), Business Administration - Transfer, 3.54
MFS Investment Management July 2015 - Present
University of Massachusetts Lowell March 2014 - May 2015
Middlesex Community College January 2013 - May 2013
Middlesex Community College September 2012 - May 2013
Middlesex Community College November 2011 - May 2013
Middlesex Community College January 2012 - December 2012
Middlesex Community College 2010 - 2011
Middlesex Community College 2010 - 2011
Skills
Leadership, Microsoft Office, Microsoft Excel, Teamwork, Tutoring, Microsoft Word, Critical Thinking, Decision Analysis, Analysis, Data Analysis, Communication Skills, Team Leadership, Cultural Diversity
Education
University of Massachusetts Lowell 2013 — 2015
Bachelor's degree, Business - Management and Supply Chain Management, 3.84
Middlesex Community College 2010 — 2013
Associate of Science (AS), Business Administration - Transfer, 3.54
Heder Lopes Heder Lopes's MFS Investment Management Experience January 2015 - Present
Job Intern, Equity Settlement Operations
Industry
Experience
MFS Investment Management January 2015 - Present
Burlington Stores, Inc. August 2014 - Present
Andrade L & N Associates 2011 - September 2013
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, IT Skills, Teamwork, Research
Education
YearUp/ Cambridge College 2014 — 2015
Finance, General
Massasoit Community College 2013 — 2013
MFS Investment Management January 2015 - Present
Burlington Stores, Inc. August 2014 - Present
Andrade L & N Associates 2011 - September 2013
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, IT Skills, Teamwork, Research
Education
YearUp/ Cambridge College 2014 — 2015
Finance, General
Massasoit Community College 2013 — 2013
Onix Marrero's MFS Investment Management Experience June 2012 - September 2014
Job Marketing Designer at Eaton Vance
Industry Graphic Design
Experience
Eaton Vance September 2014 - Present
OnixBox Design 1998 - Present
MFS Investment Management June 2012 - September 2014
Boston Consulting Partners May 2010 - January 2013
AZE March 2012 - October 2012
Marketing Drive July 2011 - March 2012
The David Group March 2010 - April 2010
OnixBox Design November 2009 - April 2010
Racepoint Group December 2009 - February 2010
Radagroup, Inc. September 2006 - September 2009
Skills
Graphic Design, Logo Design, Web Design, Corporate Identity, Graphics, Posters, Illustration, Adobe Creative Suite, User Interface Design, Packaging, User Experience, Copywriting, User Interface, Marketing Strategy, Information Architecture, Print Production, Adobe Edge Animate, After Effects, HTML5, CSS, Illustrator, Photoshop, InDesign, Dreamweaver, Email Design
Education
School of The Museum of Fine Arts 1998 — 2002
Certificate, Graphic Design
Massachusetts Institute of Technology 1992 — 1993
N/A, Chemical Engineering
Universidad de Puerto Rico 1987 — 1992
BSChE, Chemical Engineering
Eaton Vance September 2014 - Present
OnixBox Design 1998 - Present
MFS Investment Management June 2012 - September 2014
Boston Consulting Partners May 2010 - January 2013
AZE March 2012 - October 2012
Marketing Drive July 2011 - March 2012
The David Group March 2010 - April 2010
OnixBox Design November 2009 - April 2010
Racepoint Group December 2009 - February 2010
Radagroup, Inc. September 2006 - September 2009
Skills
Graphic Design, Logo Design, Web Design, Corporate Identity, Graphics, Posters, Illustration, Adobe Creative Suite, User Interface Design, Packaging, User Experience, Copywriting, User Interface, Marketing Strategy, Information Architecture, Print Production, Adobe Edge Animate, After Effects, HTML5, CSS, Illustrator, Photoshop, InDesign, Dreamweaver, Email Design
Education
School of The Museum of Fine Arts 1998 — 2002
Certificate, Graphic Design
Massachusetts Institute of Technology 1992 — 1993
N/A, Chemical Engineering
Universidad de Puerto Rico 1987 — 1992
BSChE, Chemical Engineering
Derenig Kostikian, CFP®'s MFS Investment Management Experience January 2005 - December 2005
Job Retirement Plan Consultant at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network February 2014 - Present
John Hancock Financial Network April 2011 - February 2014
AARP Financial December 2005 - October 2010
MFS Investment Management January 2005 - December 2005
Skills
Financial Advisory, Retirement Planning, Mutual Funds, Series 7, Retirement, Investments, Asset Allocation, 401k, Series 6, Series 63, Wealth Management, Fixed Annuities, Strategic Financial..., Securities, IRAs, Estate Planning, Investment Advisory, Pensions, Portfolio Management, Life Insurance, Series 65, Alternative Investments, Teamwork, Team Leadership, Financial Services, Variable Annuities, Defined Contribution, Certified Financial..., CRM, Finance, Financial Planners
Education
Merrimack College 2006 — 2007
Certificate Program, Advance Study in Financial Planning
University of Massachusetts Boston 2000 — 2004
Bachelor's degree, Finance, General
Commonwealth Financial Network February 2014 - Present
John Hancock Financial Network April 2011 - February 2014
AARP Financial December 2005 - October 2010
MFS Investment Management January 2005 - December 2005
Skills
Financial Advisory, Retirement Planning, Mutual Funds, Series 7, Retirement, Investments, Asset Allocation, 401k, Series 6, Series 63, Wealth Management, Fixed Annuities, Strategic Financial..., Securities, IRAs, Estate Planning, Investment Advisory, Pensions, Portfolio Management, Life Insurance, Series 65, Alternative Investments, Teamwork, Team Leadership, Financial Services, Variable Annuities, Defined Contribution, Certified Financial..., CRM, Finance, Financial Planners
Education
Merrimack College 2006 — 2007
Certificate Program, Advance Study in Financial Planning
University of Massachusetts Boston 2000 — 2004
Bachelor's degree, Finance, General
Caroline Slason's MFS Investment Management Experience June 2013 - August 2014
Job NYU Graduate, Specializing in Digital Media
Industry Online Media
Experience
Solomon R. Guggenheim Museum January 2015 - May 2015
NYU Office of Interactive Media September 2014 - May 2015
MFS Investment Management June 2013 - August 2014
Broadway.com September 2012 - May 2013
Davenport Theatrical Enterprises January 2012 - May 2012
Skills
Social Media, Photoshop, InDesign, HTML, CSS, Project Management, Business Analysis, Content Management, Brand Writing, Social Media Monitoring, Digital Photography, Microsoft Word, Microsoft Excel, PowerPoint, Visio, JavaScript, PHP, WebTrends Analytics, Application Lifecycle..., Brightcove, Teamsite, Sparkcentral, Buffer, Google Docs
Education
New York University 2011 — 2015
Bachelor’s Degree, Individualized Major, 3.76
NYU in London 2014 — 2014
Ursuline Academy 2005 — 2011
Solomon R. Guggenheim Museum January 2015 - May 2015
NYU Office of Interactive Media September 2014 - May 2015
MFS Investment Management June 2013 - August 2014
Broadway.com September 2012 - May 2013
Davenport Theatrical Enterprises January 2012 - May 2012
Skills
Social Media, Photoshop, InDesign, HTML, CSS, Project Management, Business Analysis, Content Management, Brand Writing, Social Media Monitoring, Digital Photography, Microsoft Word, Microsoft Excel, PowerPoint, Visio, JavaScript, PHP, WebTrends Analytics, Application Lifecycle..., Brightcove, Teamsite, Sparkcentral, Buffer, Google Docs
Education
New York University 2011 — 2015
Bachelor’s Degree, Individualized Major, 3.76
NYU in London 2014 — 2014
Ursuline Academy 2005 — 2011
Gregory Abbene Gregory Abbene's MFS Investment Management Experience June 2014 - Present
Job Junior Business Systems Analyst at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management June 2014 - Present
BRdata June 2012 - April 2014
Greystone Equity Fund, Marist College January 2013 - May 2013
Piping Rock Club June 2010 - August 2011
Skills
Customer Service, Analysis, Collaborative, Time Management, Teamwork, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Team Leadership, Research, HTML, Access, Data Analysis, Financial Analysis, Management, Microsoft SQL Server, CSS, JavaScript, PostgreSQL, T-SQL, Databases
Education
Marist College 2011 — 2014
Bachelor's of Science, Business Administration (Concentration: Finance & Minor: Information Systems), Graduated Summa Cum Laude
MFS Investment Management June 2014 - Present
BRdata June 2012 - April 2014
Greystone Equity Fund, Marist College January 2013 - May 2013
Piping Rock Club June 2010 - August 2011
Skills
Customer Service, Analysis, Collaborative, Time Management, Teamwork, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Team Leadership, Research, HTML, Access, Data Analysis, Financial Analysis, Management, Microsoft SQL Server, CSS, JavaScript, PostgreSQL, T-SQL, Databases
Education
Marist College 2011 — 2014
Bachelor's of Science, Business Administration (Concentration: Finance & Minor: Information Systems), Graduated Summa Cum Laude
Randall Schut Randall Schut's MFS Investment Management Experience 1992 - 2005
Job DirectorSales S&P Capital IQ
Industry Capital Markets
Experience
S&P Capital IQ April 2006 - Present
MFS Investment Management 1992 - 2005
Education
Multnomah University
S&P Capital IQ April 2006 - Present
MFS Investment Management 1992 - 2005
Education
Multnomah University
Sonam Leki Dorji Sonam Leki Dorji's MFS Investment Management Experience June 2007 - August 2007
Job Fixed Income Research at Alliance Bernstein
Industry Financial Services
Experience
Alliance Bernstein March 2012 - Present
Credit Suisse July 2008 - February 2012
MFS Investment Management June 2007 - August 2007
Dunn Capital Management August 2004 - April 2006
Skills
Equities, FX Options, Trading, Quantitative Investing, Portfolio Optimization, Strategy, Fixed Income, Bloomberg, Finance, Investment Banking
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Finance
Massachusetts Institute of Technology
BS, Computer Science and Engineering, Economics
Lester B. Pearson United World College
International Baccalaureate
Alliance Bernstein March 2012 - Present
Credit Suisse July 2008 - February 2012
MFS Investment Management June 2007 - August 2007
Dunn Capital Management August 2004 - April 2006
Skills
Equities, FX Options, Trading, Quantitative Investing, Portfolio Optimization, Strategy, Fixed Income, Bloomberg, Finance, Investment Banking
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Finance
Massachusetts Institute of Technology
BS, Computer Science and Engineering, Economics
Lester B. Pearson United World College
International Baccalaureate
S. Sue Cooney S. Sue Cooney's MFS Investment Management Experience 2010 - Present
Job Sr. Web Engineer SharePoint /Sr Analyst at MFS Investment Management
Industry Computer Networking
Experience
MFS Investment Management 2010 - Present
in association with Otecia International 2009 - 2010
Global Knowledge 1999 - 2009
Skills
MCT, MCITP, SharePoint, Integration, Training, Networking, Active Directory, Virtualization, Windows, Windows Server, Project Management, Security, Disaster Recovery, Cloud Computing, System Deployment, Microsoft Technologies, Microsoft Exchange
Education
McGill University
MIS
Sofia University St. Kliment Ohridski
MFS Investment Management 2010 - Present
in association with Otecia International 2009 - 2010
Global Knowledge 1999 - 2009
Skills
MCT, MCITP, SharePoint, Integration, Training, Networking, Active Directory, Virtualization, Windows, Windows Server, Project Management, Security, Disaster Recovery, Cloud Computing, System Deployment, Microsoft Technologies, Microsoft Exchange
Education
McGill University
MIS
Sofia University St. Kliment Ohridski
John Rothstein John Rothstein's MFS Investment Management Experience May 2015 - Present
Job Attorney at The Law Office of John A. Rothstein, P.C.
Industry Law Practice
Experience
MFS Investment Management May 2015 - Present
The Law Office of John A. Rothstein, P.C. June 2011 - Present
Williams and Mahoney, LLC June 2010 - February 2011
White Space Marketing, Inc. September 2009 - June 2010
Next Generation Printing, Inc. October 2005 - October 2009
The Law Office of John A. Rothstein, P.C. February 1996 - October 2005
Bross, Strickland February 1994 - March 1996
Skills
Civil Litigation, Public Speaking, Negotiation, Small Business, Corporate Law, Strategic Communications, Contract Law, Preventative Legal..., Preventative Law, Strategy, Commercial Litigation, Mergers & Acquisitions, Product Liability, Management, Litigation, Leadership, Legal Research, Legal Writing, Intellectual Property, Legal Assistance, Licensing, Public Liability, Arbitration, Courts, Mediation, Contract Negotiation, Legal Advice
Education
New England School of Law 1990 — 1993
Juris Doctor, Law
Plymouth State University 1985 — 1989
B.S., History & Political Science
Thayer 1980 — 1985
High School Diploma
MFS Investment Management May 2015 - Present
The Law Office of John A. Rothstein, P.C. June 2011 - Present
Williams and Mahoney, LLC June 2010 - February 2011
White Space Marketing, Inc. September 2009 - June 2010
Next Generation Printing, Inc. October 2005 - October 2009
The Law Office of John A. Rothstein, P.C. February 1996 - October 2005
Bross, Strickland February 1994 - March 1996
Skills
Civil Litigation, Public Speaking, Negotiation, Small Business, Corporate Law, Strategic Communications, Contract Law, Preventative Legal..., Preventative Law, Strategy, Commercial Litigation, Mergers & Acquisitions, Product Liability, Management, Litigation, Leadership, Legal Research, Legal Writing, Intellectual Property, Legal Assistance, Licensing, Public Liability, Arbitration, Courts, Mediation, Contract Negotiation, Legal Advice
Education
New England School of Law 1990 — 1993
Juris Doctor, Law
Plymouth State University 1985 — 1989
B.S., History & Political Science
Thayer 1980 — 1985
High School Diploma
Edward Batista Edward Batista's MFS Investment Management Experience September 2012 - Present
Job
Industry Financial Services
Experience
MFS Investment Management September 2012 - Present
Education
Merrimack College 2002 — 2006
Bacherlor of Science in Business Administration
Investment Banking Institute 2009 — 2009
MFS Investment Management September 2012 - Present
Education
Merrimack College 2002 — 2006
Bacherlor of Science in Business Administration
Investment Banking Institute 2009 — 2009
Ed Hamelin's MFS Investment Management Experience March 2006 - March 2008
Job Storage Architect at MFS Investment Management Co
Industry Financial Services
Experience
MFS Investment Management Co March 2008 - Present
MFS Investment Management March 2006 - March 2008
MFS Investment Management March 2003 - March 2006
MFS Investment Management March 1999 - March 2003
MFS Investment Management January 1999 - March 1999
MFS Investment Management January 1997 - January 1999
Skills
Servers, Data Center, Netbackup, EMC Storage, Quality Assurance, Disaster Recovery, Windows Server, Hardware, Networking, NetApp, Operating Systems, Project Management, SDLC, Unix, Data Domain, Problem Solving, Solution Implementation, Information Technology, Solaris, NetApp Filers, Technical Documentation, Technical Writing, EMC Centerra, EMC VNX, EMC XtremIO
Education
Massasoit Community College 1983 — 1985
Associates Degree in Science, Solar Engineering and Drafting
EMC Symmetrix Config Mgmt
MFS Investment Management Co March 2008 - Present
MFS Investment Management March 2006 - March 2008
MFS Investment Management March 2003 - March 2006
MFS Investment Management March 1999 - March 2003
MFS Investment Management January 1999 - March 1999
MFS Investment Management January 1997 - January 1999
Skills
Servers, Data Center, Netbackup, EMC Storage, Quality Assurance, Disaster Recovery, Windows Server, Hardware, Networking, NetApp, Operating Systems, Project Management, SDLC, Unix, Data Domain, Problem Solving, Solution Implementation, Information Technology, Solaris, NetApp Filers, Technical Documentation, Technical Writing, EMC Centerra, EMC VNX, EMC XtremIO
Education
Massasoit Community College 1983 — 1985
Associates Degree in Science, Solar Engineering and Drafting
EMC Symmetrix Config Mgmt
Jody R. Maes Jody R. Maes's MFS Investment Management Experience September 2000 - March 2003
Job Administrative Assistant at Intel Corporation
Industry Human Resources
Experience
Intel Corporation April 2014 - Present
SeaChange International April 2013 - December 2013
MIT Lincoln Laboratory 2006 - 2013
Barbara Lee Political Office / Barbara Lee Family Foundation June 2003 - September 2005
MFS Investment Management September 2000 - March 2003
Skills
Security Operations, Human Resources, Administrative..., Security, Security Clearance, Visio, Management, Personnel Management, Customer Service, Background Checks, Databases, Editing, Auditing, I-9 Compliance, ADP HRB, Open Enrollment, Employee Benefits
Education
Middlesex Community College
Liberal Arts and Sciences/Liberal Studies
Intel Corporation April 2014 - Present
SeaChange International April 2013 - December 2013
MIT Lincoln Laboratory 2006 - 2013
Barbara Lee Political Office / Barbara Lee Family Foundation June 2003 - September 2005
MFS Investment Management September 2000 - March 2003
Skills
Security Operations, Human Resources, Administrative..., Security, Security Clearance, Visio, Management, Personnel Management, Customer Service, Background Checks, Databases, Editing, Auditing, I-9 Compliance, ADP HRB, Open Enrollment, Employee Benefits
Education
Middlesex Community College
Liberal Arts and Sciences/Liberal Studies
Lily Zhou Lily Zhou's MFS Investment Management Experience February 2008 - July 2011
Job Selfmotivated, committed, and educated professional specializing in financial analysis, compliance, and innovation.
Industry Banking
Experience
Federal Reserve Bank of Boston January 2013 - Present
Federal Reserve Bank of Boston July 2011 - January 2013
MFS Investment Management February 2008 - July 2011
Investors Bank & Trust 2006 - 2008
Skills
Financial Analysis, Mutual Funds, Bloomberg, PeopleSoft, Financial Modeling, Financial Reporting, Project Management, Accounting, Analysis, Banking, Account Reconciliation, Auditing
Education
New England College of Business and Finance 2012 — 2013
Masters of Business Administration, 3.92
University of Massachusetts Boston
Bachelors, Accounting
Federal Reserve Bank of Boston January 2013 - Present
Federal Reserve Bank of Boston July 2011 - January 2013
MFS Investment Management February 2008 - July 2011
Investors Bank & Trust 2006 - 2008
Skills
Financial Analysis, Mutual Funds, Bloomberg, PeopleSoft, Financial Modeling, Financial Reporting, Project Management, Accounting, Analysis, Banking, Account Reconciliation, Auditing
Education
New England College of Business and Finance 2012 — 2013
Masters of Business Administration, 3.92
University of Massachusetts Boston
Bachelors, Accounting
Frima Bourtman's MFS Investment Management Experience December 2013 - August 2014
Job Project Manager at Biogen Idec
Industry Pharmaceuticals
Experience
Biogen Idec February 2015 - Present
MFS Investment Management December 2013 - August 2014
ARIAD Pharmaceuticals, Inc. November 2012 - November 2013
Deloitte January 2012 - November 2012
NetCracker October 2010 - November 2011
Children's Hospital Boston January 2009 - June 2009
Skills
Management, Project Management, Risk Management, Telecommunications, Contract Negotiation, Training, SDLC, Project Portfolio..., Leadership, Project Planning, Budgets, SharePoint, SAP, PMO
Education
Massachusetts College of Pharmacy and Health Sciences 2006 — 2010
Bachelors of Science, Health Psychology
Biogen Idec February 2015 - Present
MFS Investment Management December 2013 - August 2014
ARIAD Pharmaceuticals, Inc. November 2012 - November 2013
Deloitte January 2012 - November 2012
NetCracker October 2010 - November 2011
Children's Hospital Boston January 2009 - June 2009
Skills
Management, Project Management, Risk Management, Telecommunications, Contract Negotiation, Training, SDLC, Project Portfolio..., Leadership, Project Planning, Budgets, SharePoint, SAP, PMO
Education
Massachusetts College of Pharmacy and Health Sciences 2006 — 2010
Bachelors of Science, Health Psychology
Scott Plympton, PMP Scott Plympton, PMP's MFS Investment Management Experience October 2010 - April 2011
Job Project Manager at Iron Mountain
Industry Information Technology and Services
Experience
Iron Mountain February 2015 - Present
Commonwealth of Massachusetts April 2013 - February 2014
Commonwealth of Massachusetts October 2011 - November 2012
Sapient June 2011 - August 2011
MFS Investment Management October 2010 - April 2011
Advent International January 2010 - July 2010
Fidelity Investments December 2006 - October 2009
Rockland Trust December 2003 - August 2006
State Street Corporation May 1997 - April 2002
Putnam Investments January 1993 - January 1997
Skills
SDLC, Process Improvement, Project Portfolio..., Management, MS Project, PMP, Project Management, Integration, Vendor Management
Education
The George Washington University
Masters Certificate, Project Management
University of Arkansas
MBA, Masters degree, Business Administrations
Missouri State University
Bachelors degree, Information Systems Management
Iron Mountain February 2015 - Present
Commonwealth of Massachusetts April 2013 - February 2014
Commonwealth of Massachusetts October 2011 - November 2012
Sapient June 2011 - August 2011
MFS Investment Management October 2010 - April 2011
Advent International January 2010 - July 2010
Fidelity Investments December 2006 - October 2009
Rockland Trust December 2003 - August 2006
State Street Corporation May 1997 - April 2002
Putnam Investments January 1993 - January 1997
Skills
SDLC, Process Improvement, Project Portfolio..., Management, MS Project, PMP, Project Management, Integration, Vendor Management
Education
The George Washington University
Masters Certificate, Project Management
University of Arkansas
MBA, Masters degree, Business Administrations
Missouri State University
Bachelors degree, Information Systems Management
Patrick Scully Patrick Scully's MFS Investment Management Experience January 2004 - December 2006
Job Financial Advisor at Lukas, Scully & Associates
Industry Financial Services
Experience
Lukas, Scully & Associates Internal WholesalerSun Life Financial2007 - 2012
MFS Investment Management January 2004 - December 2006
Skills
Series 63, Series 6, Variable Annuities, Fixed Annuities, Mutual Funds, Life Insurance, Health Insurance, Accident Insurance, 401k, Property & Casualty..., Sales, Sales Presentations, Wholesale, Customer Service, New Business Development, Cold Calling, Sales Process, Account Management, IRAs, Separately Managed...
Education
Marist College 1999 — 2003
Bachelor of Science (BS), Finance and Financial Management Services
Lukas, Scully & Associates Internal WholesalerSun Life Financial2007 - 2012
MFS Investment Management January 2004 - December 2006
Skills
Series 63, Series 6, Variable Annuities, Fixed Annuities, Mutual Funds, Life Insurance, Health Insurance, Accident Insurance, 401k, Property & Casualty..., Sales, Sales Presentations, Wholesale, Customer Service, New Business Development, Cold Calling, Sales Process, Account Management, IRAs, Separately Managed...
Education
Marist College 1999 — 2003
Bachelor of Science (BS), Finance and Financial Management Services
Jennifer P Carter, CFA's MFS Investment Management Experience October 2013 - Present
Job
Industry Investment Management
Experience
MFS Investment Management October 2013 - Present
Fidelity Investments May 2011 - September 2013
Jacobs Levy Equity Management November 2003 - April 2011
Harris Bretall Sullivan & Smith September 2002 - October 2003
Scudder Investments 1995 - 2001
Scudder Investments 1999 - 2000
Scudder Investments 1992 - 1995
Education
Massachusetts Institute of Technology - Sloan School of Management
S.M.
Wellesley College
B.A.
MFS Investment Management October 2013 - Present
Fidelity Investments May 2011 - September 2013
Jacobs Levy Equity Management November 2003 - April 2011
Harris Bretall Sullivan & Smith September 2002 - October 2003
Scudder Investments 1995 - 2001
Scudder Investments 1999 - 2000
Scudder Investments 1992 - 1995
Education
Massachusetts Institute of Technology - Sloan School of Management
S.M.
Wellesley College
B.A.
Thomas F Clark's MFS Investment Management Experience January 1996 - December 2004
Job Director, Worldwide Internal Audit, EMC Corporation
Industry Information Technology and Services
Experience
EMC February 2006 - Present
Jefferson Wells March 2005 - December 2005
MFS Investment Management January 1996 - December 2004
MFS Investment Management January 1988 - December 1995
Education
Southern New Hampshire University
MBA, Business and IT Systems
Merrimack College
BS, Business
EMC February 2006 - Present
Jefferson Wells March 2005 - December 2005
MFS Investment Management January 1996 - December 2004
MFS Investment Management January 1988 - December 1995
Education
Southern New Hampshire University
MBA, Business and IT Systems
Merrimack College
BS, Business
Hannah Dawn's MFS Investment Management Experience June 2010 - April 2012
Job Partner Executive Account Manager
Industry Financial Services
Experience
TrueBlue Processing September 2011 - Present
MFS Investment Management June 2010 - April 2012
BlackRock June 2009 - August 2009
Marketocracy May 2008 - September 2008
Skills
Financial Modeling, Excel, PowerPoint, Sales, Account Management, Financial Services, Financial Analysis, Microsoft Excel
Education
Mount Holyoke College
Bachelor of Arts, Economics and Mathematics
Mount Holyoke College
Bachelor of Arts (BA), Economics and Mathematics
TrueBlue Processing September 2011 - Present
MFS Investment Management June 2010 - April 2012
BlackRock June 2009 - August 2009
Marketocracy May 2008 - September 2008
Skills
Financial Modeling, Excel, PowerPoint, Sales, Account Management, Financial Services, Financial Analysis, Microsoft Excel
Education
Mount Holyoke College
Bachelor of Arts, Economics and Mathematics
Mount Holyoke College
Bachelor of Arts (BA), Economics and Mathematics
Dave DeGroff, CPA, CFA's MFS Investment Management Experience October 1997 - May 2011
Job Financial Planner and Analyst
Industry Financial Services
Experience
ColoradoEveryday, LLC May 2011 - Present
MFS Investment Management October 1997 - May 2011
Conseco Capital Management September 1994 - September 1997
Crowe, Chizek September 1991 - September 1994
Education
Miami University 1987 — 1991
BS, Accountancy
ColoradoEveryday, LLC May 2011 - Present
MFS Investment Management October 1997 - May 2011
Conseco Capital Management September 1994 - September 1997
Crowe, Chizek September 1991 - September 1994
Education
Miami University 1987 — 1991
BS, Accountancy
Tim Bullock's MFS Investment Management Experience January 2009 - July 2009
Job Business Systems Analyst at Harvard University
Industry Information Technology and Services
Experience
Harvard University June 2011 - Present
Kforce Technical Staffing September 2010 - June 2011
TIC The Industrial company June 2010 - September 2010
MFS Investment Management January 2009 - July 2009
Merrimack College October 2005 - May 2009
MFS Investment Management June 2008 - December 2008
New England Mattress and Futon June 2007 - September 2007
Skills
MS Project, Microsoft Excel, PowerPoint, SQL, Microsoft Word, HTML, BMC Remedy, Project Management, Risk Management, Access, Outlook, Business Analysis, Data Analysis, Management, Microsoft Office, Budgets, PeopleSoft, Team Leadership, SharePoint, Software Documentation, Leadership, Troubleshooting, Program Management, Windows, Training, Analysis, Release Management, Requirements Gathering, Strategy, Procure-to-Pay, Oracle E-Business Suite, Business Process..., SDLC, Integration, Oracle iProcurement, Regression Testing, Incident Management, ITIL v3 Foundations..., Customer Service
Education
UMass Boston 2010 — 2013
MBA, Information Systems, Sustainability
Merrimack College 2004 — 2009
BS, Business Administration
Natick High
Harvard University June 2011 - Present
Kforce Technical Staffing September 2010 - June 2011
TIC The Industrial company June 2010 - September 2010
MFS Investment Management January 2009 - July 2009
Merrimack College October 2005 - May 2009
MFS Investment Management June 2008 - December 2008
New England Mattress and Futon June 2007 - September 2007
Skills
MS Project, Microsoft Excel, PowerPoint, SQL, Microsoft Word, HTML, BMC Remedy, Project Management, Risk Management, Access, Outlook, Business Analysis, Data Analysis, Management, Microsoft Office, Budgets, PeopleSoft, Team Leadership, SharePoint, Software Documentation, Leadership, Troubleshooting, Program Management, Windows, Training, Analysis, Release Management, Requirements Gathering, Strategy, Procure-to-Pay, Oracle E-Business Suite, Business Process..., SDLC, Integration, Oracle iProcurement, Regression Testing, Incident Management, ITIL v3 Foundations..., Customer Service
Education
UMass Boston 2010 — 2013
MBA, Information Systems, Sustainability
Merrimack College 2004 — 2009
BS, Business Administration
Natick High
Dan Trainor's MFS Investment Management Experience 2003 - 2005
Job Senior Consultant at Eagle Investment Systems LLC
Industry Information Technology and Services
Experience
Eagle Investment Systems LLC March 2005 - Present
MFS Investment Management 2003 - 2005
MFS Investment Management 2001 - 2003
MFS Investment Management October 1999 - December 2000
MFS Investment Management 1996 - 2000
MFS Investment Management May 1997 - October 1999
MFS Investment Management April 1996 - April 1997
Boston Financial Data Services January 1995 - April 1996
Boston Financial Data Services November 1994 - January 1995
Boston Financial Data Services December 1992 - November 1994
Skills
Securities, Fixed Income, Equities, Settlement, Trading Systems
Education
Merrimack College 1986 — 1990
Bachelor of Science
Eagle Investment Systems LLC March 2005 - Present
MFS Investment Management 2003 - 2005
MFS Investment Management 2001 - 2003
MFS Investment Management October 1999 - December 2000
MFS Investment Management 1996 - 2000
MFS Investment Management May 1997 - October 1999
MFS Investment Management April 1996 - April 1997
Boston Financial Data Services January 1995 - April 1996
Boston Financial Data Services November 1994 - January 1995
Boston Financial Data Services December 1992 - November 1994
Skills
Securities, Fixed Income, Equities, Settlement, Trading Systems
Education
Merrimack College 1986 — 1990
Bachelor of Science
James Goundrey's MFS Investment Management Experience March 2012 - August 2015
Job Vice President and Counsel at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors August 2015 - Present
MFS Investment Management March 2012 - August 2015
MFS Investment Management December 2003 - February 2012
MFS Service Center, Inc. September 2001 - December 2003
NOVA Technology Corporation September 1998 - October 2000
Education
New England School of Law 2006 — 2010
J.D.
University of New Hampshire 1995 — 1999
B.A., English
State Street Global Advisors August 2015 - Present
MFS Investment Management March 2012 - August 2015
MFS Investment Management December 2003 - February 2012
MFS Service Center, Inc. September 2001 - December 2003
NOVA Technology Corporation September 1998 - October 2000
Education
New England School of Law 2006 — 2010
J.D.
University of New Hampshire 1995 — 1999
B.A., English
Effie Lewis's MFS Investment Management Experience November 1996 - November 2005
Job Application Security Architect at John Hancock
Industry Insurance
Experience
John Hancock October 2006 - Present
MFS Investment Management November 1996 - November 2005
Skills
SDLC, Risk Management, Vendor Management, IT Strategy, Process Improvement
Education
Pontifícia Universidade Católica do Rio de Janeiro 1974 — 1978
BSc, Mathematics
McMaster University
MSc, Statistics
John Hancock October 2006 - Present
MFS Investment Management November 1996 - November 2005
Skills
SDLC, Risk Management, Vendor Management, IT Strategy, Process Improvement
Education
Pontifícia Universidade Católica do Rio de Janeiro 1974 — 1978
BSc, Mathematics
McMaster University
MSc, Statistics
Mark Drobnis's MFS Investment Management Experience 2007 - 2007
Job Owner, MD Buisness Systems
Industry Computer Software
Experience
MD Buisness Systems April 2006 - Present
Air-Worldwide 2006 - 2013
MFS Investment Management 2007 - 2007
Clean Harbors Environmental Services 2002 - 2005
Skills
Databases, XML, Microsoft SQL Server, SQL, Agile Methodologies, Database Design, T-SQL, Software Development, C#, HTML, Scrum, ASP.NET, VB.NET, .NET, SSIS
Education
The Ohio State University 1975 — 1978
Massachusetts College of Art and Design 1971 — 1975
bfa, fine arts
MD Buisness Systems April 2006 - Present
Air-Worldwide 2006 - 2013
MFS Investment Management 2007 - 2007
Clean Harbors Environmental Services 2002 - 2005
Skills
Databases, XML, Microsoft SQL Server, SQL, Agile Methodologies, Database Design, T-SQL, Software Development, C#, HTML, Scrum, ASP.NET, VB.NET, .NET, SSIS
Education
The Ohio State University 1975 — 1978
Massachusetts College of Art and Design 1971 — 1975
bfa, fine arts
David Bizewski's MFS Investment Management Experience 2005 - 2006
Job Vice President OnBoarding at BlackRock
Industry Investment Management
Experience
BlackRock July 2013 - Present
JPMorgan Chase August 2011 - June 2013
Legg Mason 2008 - August 2011
Legg Mason 2006 - 2008
MFS Investment Management 2005 - 2006
State Street Bank 2003 - 2005
Deutsche Bank 2000 - 2003
PFPC Global Fubnd Services 1998 - 2000
Putnam Investments 1997 - 1998
Skills
Budget Analysis, Financial Reporting, Budgeting, Mutual Funds, Finance, Internal Controls, Auditing, Analysis, Fund Accounting, Financial Analysis, Fund Administration, Asset Managment, Corporate Actions, Investments, Fund Of Funds, Alternative Investments, Risk Management, Leadership, Project Management, Fixed Income, Process Improvement, Annual Reports, Global Custody, Service Level Agreements, Budgets, Bloomberg
Education
Southern New Hampshire University 2012 — 2014
Master of Business Administration (M.B.A.), International Finance
Merrimack College 1993 — 1997
BS in Business Administration, Finance and Management Concentrations
BlackRock July 2013 - Present
JPMorgan Chase August 2011 - June 2013
Legg Mason 2008 - August 2011
Legg Mason 2006 - 2008
MFS Investment Management 2005 - 2006
State Street Bank 2003 - 2005
Deutsche Bank 2000 - 2003
PFPC Global Fubnd Services 1998 - 2000
Putnam Investments 1997 - 1998
Skills
Budget Analysis, Financial Reporting, Budgeting, Mutual Funds, Finance, Internal Controls, Auditing, Analysis, Fund Accounting, Financial Analysis, Fund Administration, Asset Managment, Corporate Actions, Investments, Fund Of Funds, Alternative Investments, Risk Management, Leadership, Project Management, Fixed Income, Process Improvement, Annual Reports, Global Custody, Service Level Agreements, Budgets, Bloomberg
Education
Southern New Hampshire University 2012 — 2014
Master of Business Administration (M.B.A.), International Finance
Merrimack College 1993 — 1997
BS in Business Administration, Finance and Management Concentrations
Tom Benton's MFS Investment Management Experience June 1998 - December 2001
Job Managing Director at Destra Capital
Industry Investment Management
Experience
Destra Capital October 2012 - Present
Prudential Financial November 2008 - December 2011
Touchstone Investments September 2005 - November 2008
BlackRock April 2004 - May 2005
Pioneer Investments January 2003 - April 2004
MFS Investment Management June 1998 - December 2001
Skills
Series 63, Investments, Asset Allocation, Retirement, Mutual Funds, Series 7, Retirement Planning, Asset Managment, Investment Strategies, Investment Management, Series 6, Portfolio Management, Financial Advisory
Education
Westfield State College 1994 — 1995
Liberal Arts
Massachusetts College of Liberal Arts 1990 — 1993
Transfered To Westfield State College
Destra Capital October 2012 - Present
Prudential Financial November 2008 - December 2011
Touchstone Investments September 2005 - November 2008
BlackRock April 2004 - May 2005
Pioneer Investments January 2003 - April 2004
MFS Investment Management June 1998 - December 2001
Skills
Series 63, Investments, Asset Allocation, Retirement, Mutual Funds, Series 7, Retirement Planning, Asset Managment, Investment Strategies, Investment Management, Series 6, Portfolio Management, Financial Advisory
Education
Westfield State College 1994 — 1995
Liberal Arts
Massachusetts College of Liberal Arts 1990 — 1993
Transfered To Westfield State College
Stuart Lin's MFS Investment Management Experience March 2015 - Present
Job Group Manager Information Security, AVP at MFS Investment Management
Industry Information Technology and Services
Experience
MFS Investment Management March 2015 - Present
MFS Investment Management March 2014 - March 2015
MFS Investment Management March 2011 - March 2014
MFS Investment Management March 2006 - March 2011
MFS Investment Management September 2004 - March 2006
Ernst & Young September 2000 - September 2004
Skills
CISSP
Education
Massachusetts Institute of Technology 1995 — 2000
MFS Investment Management March 2015 - Present
MFS Investment Management March 2014 - March 2015
MFS Investment Management March 2011 - March 2014
MFS Investment Management March 2006 - March 2011
MFS Investment Management September 2004 - March 2006
Ernst & Young September 2000 - September 2004
Skills
CISSP
Education
Massachusetts Institute of Technology 1995 — 2000
Anthony Poto's MFS Investment Management Experience February 2013 - Present
Job National Account Manager at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management February 2013 - Present
Education
Merrimack College 1996 — 2000
MFS Investment Management February 2013 - Present
Education
Merrimack College 1996 — 2000
David Guarino's MFS Investment Management Experience September 2000 - April 2008
Job Assistant Vice President Fund Administration Accounting & Oversight at Eaton Vance
Industry Financial Services
Experience
Eaton Vance April 2008 - Present
MFS Investment Management September 2000 - April 2008
IBT 2000 - September 2001
IBT July 1998 - 2000
Education
Merrimack College 1994 — 1998
Bachelor of Science (BS), Accounting
Eaton Vance April 2008 - Present
MFS Investment Management September 2000 - April 2008
IBT 2000 - September 2001
IBT July 1998 - 2000
Education
Merrimack College 1994 — 1998
Bachelor of Science (BS), Accounting
Jeff Gunther's MFS Investment Management Experience December 2013 - Present
Job Manager Financial Systems at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management December 2013 - Present
MFS Investment Management August 2000 - February 2014
FirstSearch Technology Corp. 1997 - 2000
Skills
Informatica, Financial Services, Database Design, Architecture, ETL, Business Analysis, Oracle, Databases, Microsoft SQL Server, Investments
Education
Macalester College 1990 — 1994
MFS Investment Management December 2013 - Present
MFS Investment Management August 2000 - February 2014
FirstSearch Technology Corp. 1997 - 2000
Skills
Informatica, Financial Services, Database Design, Architecture, ETL, Business Analysis, Oracle, Databases, Microsoft SQL Server, Investments
Education
Macalester College 1990 — 1994
Jessica Hitchen's MFS Investment Management Experience November 1999 - October 2001
Job Managing Director, Advisor Custom Branding at Addison
Industry Marketing and Advertising
Experience
Addison October 2013 - Present
Wechsler Ross & Partners April 2011 - October 2013
Wechsler Ross & Partners October 2007 - April 2011
JGV Inc September 2001 - October 2007
MFS Investment Management November 1999 - October 2001
Keyport Life Insurance Co. May 1999 - October 1999
Inkspot Communications February 1994 - August 1997
Putnam Investments June 1989 - February 1994
Skills
Marketing Communications, Content Development, Account Management, Corporate Communications, Copywriting, Integrated Marketing, Management, Advertising, Marketing Strategy, Social Media Marketing, Online Marketing, CRM, Digital Marketing
Education
University of Maryland - Robert H. Smith School of Business 1997 — 1999
MBA, Marketing/Finance/Entrepreneurship
Mount Holyoke College 1985 — 1989
AB, Rom. Languages and LIterature
Addison October 2013 - Present
Wechsler Ross & Partners April 2011 - October 2013
Wechsler Ross & Partners October 2007 - April 2011
JGV Inc September 2001 - October 2007
MFS Investment Management November 1999 - October 2001
Keyport Life Insurance Co. May 1999 - October 1999
Inkspot Communications February 1994 - August 1997
Putnam Investments June 1989 - February 1994
Skills
Marketing Communications, Content Development, Account Management, Corporate Communications, Copywriting, Integrated Marketing, Management, Advertising, Marketing Strategy, Social Media Marketing, Online Marketing, CRM, Digital Marketing
Education
University of Maryland - Robert H. Smith School of Business 1997 — 1999
MBA, Marketing/Finance/Entrepreneurship
Mount Holyoke College 1985 — 1989
AB, Rom. Languages and LIterature
Lindsay Callahan's MFS Investment Management Experience June 2012 - Present
Job Project Administrator at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management June 2012 - Present
Lindsay Callahan March 2011 - Present
Agios Pharmaceuticals October 2009 - February 2011
Archemix 2008 - November 2009
Polo Ralph Lauren July 2005 - January 2008
Polo Ralph Lauren July 2005 - January 2008
City Sports 2007 - 2008
Skills
Microsoft Office, Sales, Management, Merchandising, Customer Service, Event Planning, Event Management, Microsoft Excel
Education
Louisiana State University 2002 — 2005
Political Science
Westfield State University 2000 — 2003
Criminal Justice
FHS
MFS Investment Management June 2012 - Present
Lindsay Callahan March 2011 - Present
Agios Pharmaceuticals October 2009 - February 2011
Archemix 2008 - November 2009
Polo Ralph Lauren July 2005 - January 2008
Polo Ralph Lauren July 2005 - January 2008
City Sports 2007 - 2008
Skills
Microsoft Office, Sales, Management, Merchandising, Customer Service, Event Planning, Event Management, Microsoft Excel
Education
Louisiana State University 2002 — 2005
Political Science
Westfield State University 2000 — 2003
Criminal Justice
FHS
Ed DeMarino's MFS Investment Management Experience 2000 - 2005
Job Vice President, Defined Contribution at AB
Industry Financial Services
Experience
AB April 2015 - Present
Janus Capital Group October 2010 - April 2015
Fidelity Investments Institutional Services Co, Inc. January 2006 - October 2010
MFS Investment Management 2000 - 2005
Education
Massachusetts College of Liberal Arts
AB April 2015 - Present
Janus Capital Group October 2010 - April 2015
Fidelity Investments Institutional Services Co, Inc. January 2006 - October 2010
MFS Investment Management 2000 - 2005
Education
Massachusetts College of Liberal Arts
Sara Wilhelm's MFS Investment Management Experience 1985 - Present
Job Group Manager at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management 1985 - Present
Education
Mount Holyoke College
Bachelor of Arts (BA)
MFS Investment Management 1985 - Present
Education
Mount Holyoke College
Bachelor of Arts (BA)
Jeffrey Estella's MFS Investment Management Experience May 1999 - Present
Job Director of Global Equity Trading at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management May 1999 - Present
Putnam Investments August 1991 - May 1999
Education
Merrimack College 1989 — 1994
BS, Finance
MFS Investment Management May 1999 - Present
Putnam Investments August 1991 - May 1999
Education
Merrimack College 1989 — 1994
BS, Finance
Scott Stone's MFS Investment Management Experience 1985 - May 1997
Job General Counsel at The Baupost Group
Industry Investment Management
Experience
The Baupost Group May 1997 - Present
MFS Investment Management 1985 - May 1997
Education
Massachusetts School of Law 1991 — 1995
University of Vermont
The Baupost Group May 1997 - Present
MFS Investment Management 1985 - May 1997
Education
Massachusetts School of Law 1991 — 1995
University of Vermont
Corey Bearce's MFS Investment Management Experience June 2004 - January 2005
Job Director Equity Sales Trader at CLSA
Industry Capital Markets
Experience
CLSA February 2010 - Present
Wellington Management August 2006 - January 2010
MFS Investment Management June 2004 - January 2005
Skills
Equities, Investments, Trading, Bloomberg, Fixed Income, Hedge Funds, Financial Modeling, Derivatives, Asset Managment, Capital Markets, Series 7, Alternative Investments, Financial Analysis, Valuation, Financial Markets, Management, Asset Management, Stock Trading, Equity Trading
Education
Northeastern University 2002 — 2006
BA, Finance & Marketing
Loyola University Maryland 2001 — 2002
Finance & Marketing
CLSA February 2010 - Present
Wellington Management August 2006 - January 2010
MFS Investment Management June 2004 - January 2005
Skills
Equities, Investments, Trading, Bloomberg, Fixed Income, Hedge Funds, Financial Modeling, Derivatives, Asset Managment, Capital Markets, Series 7, Alternative Investments, Financial Analysis, Valuation, Financial Markets, Management, Asset Management, Stock Trading, Equity Trading
Education
Northeastern University 2002 — 2006
BA, Finance & Marketing
Loyola University Maryland 2001 — 2002
Finance & Marketing
Gregg Colonna's MFS Investment Management Experience March 1998 - June 2003
Job Consultant & Lead Auditor at Agwey Business Solutions
Industry Aviation & Aerospace
Experience
Agwey Business Solutions August 2014 - Present
S&P Metallurgy Services D.B.A. S&P Heat-Treating, Inc. July 2003 - June 2014
MFS Investment Management March 1998 - June 2003
Skills
Account Management, Customer Service, Sales Management, New Business Development, Salesforce.com, Strategic Planning, Mutual Funds, Sales, Management, Analysis, Business Strategy, Sales Operations, Project Management, Microsoft Excel, Process Improvement, Human Resources, Leadership, Business Planning, Data Analysis, Customer Satisfaction, Quality Auditing, Forecasting, Training, Teamwork, Team Building, Quality System, Quality Control
Education
New England College 1993 — 1997
Bachelor's Degree, BA ENVIRONMENTAL SCIENCE, BUSINESS MINOR
Agwey Business Solutions August 2014 - Present
S&P Metallurgy Services D.B.A. S&P Heat-Treating, Inc. July 2003 - June 2014
MFS Investment Management March 1998 - June 2003
Skills
Account Management, Customer Service, Sales Management, New Business Development, Salesforce.com, Strategic Planning, Mutual Funds, Sales, Management, Analysis, Business Strategy, Sales Operations, Project Management, Microsoft Excel, Process Improvement, Human Resources, Leadership, Business Planning, Data Analysis, Customer Satisfaction, Quality Auditing, Forecasting, Training, Teamwork, Team Building, Quality System, Quality Control
Education
New England College 1993 — 1997
Bachelor's Degree, BA ENVIRONMENTAL SCIENCE, BUSINESS MINOR
Heidi Weston's MFS Investment Management Experience March 2013 - Present
Job Administrative Team Leader at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management March 2013 - Present
MFS Investment Management September 2003 - February 2013
MFS Investment Management March 2000 - September 2003
Skills
Microsoft Excel, Bloomberg, Investments
Education
New England College of Business and Finance
University of Hartford
MFS Investment Management March 2013 - Present
MFS Investment Management September 2003 - February 2013
MFS Investment Management March 2000 - September 2003
Skills
Microsoft Excel, Bloomberg, Investments
Education
New England College of Business and Finance
University of Hartford
Robin Sawlit's MFS Investment Management Experience Assistant Vice PresidentMFS Investment ManagementMarch 1988 - Present
Job Assistant Vice President at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management Assistant Vice PresidentMFS Investment ManagementMarch 1988 - Present
MFS January 2006 - September 2010
MFS Investment Management June 2001 - September 2006
Skills
Financial Services, Business Analysis, Mutual Funds, Project Management, Process Improvement, Transfer Agency, Vendor Management, Risk Management, Relationship Management, Securities, Asset Management, Equities, Requirements Gathering, Series 63
Education
Simmons School of Management 1986 — 1998
Certificate in busines management, business management, general
Maine College of Art 1979 — 1983
bachelors, Art
MFS Investment Management Assistant Vice PresidentMFS Investment ManagementMarch 1988 - Present
MFS January 2006 - September 2010
MFS Investment Management June 2001 - September 2006
Skills
Financial Services, Business Analysis, Mutual Funds, Project Management, Process Improvement, Transfer Agency, Vendor Management, Risk Management, Relationship Management, Securities, Asset Management, Equities, Requirements Gathering, Series 63
Education
Simmons School of Management 1986 — 1998
Certificate in busines management, business management, general
Maine College of Art 1979 — 1983
bachelors, Art
Alesandra Giuggio's MFS Investment Management Experience May 2003 - August 2004
Job Grant Administrator at Massachusetts General Hospital
Industry Financial Services
Experience
Massachusetts General Hospital May 2013 - Present
Massachusetts General Hospital April 2011 - May 2013
Massachusetts General Hospital June 2009 - April 2011
MFS Investment Management May 2003 - August 2004
Investors Bank & Trust April 1999 - May 2003
Self-Employed October 1998 - March 1999
Health Management Resources December 1997 - October 1998
Staples November 1997 - December 1997
Concord-Assabet Family and Adolescent Services June 1997 - October 1997
Staples October 1996 - May 1997
Skills
Financial Analysis, Reconciliation, Financial Reporting, Documentation, Process Improvement, Administration, Excel, Word, Outlook, Spreadsheets, Customer Service, Budgeting, Microsoft Office, Access, Customer Relations
Education
Merrimack College 1992 — 1996
Bachelor of Arts, Sociology, Business Administration
Medford High School
St. Clement's
Massachusetts General Hospital May 2013 - Present
Massachusetts General Hospital April 2011 - May 2013
Massachusetts General Hospital June 2009 - April 2011
MFS Investment Management May 2003 - August 2004
Investors Bank & Trust April 1999 - May 2003
Self-Employed October 1998 - March 1999
Health Management Resources December 1997 - October 1998
Staples November 1997 - December 1997
Concord-Assabet Family and Adolescent Services June 1997 - October 1997
Staples October 1996 - May 1997
Skills
Financial Analysis, Reconciliation, Financial Reporting, Documentation, Process Improvement, Administration, Excel, Word, Outlook, Spreadsheets, Customer Service, Budgeting, Microsoft Office, Access, Customer Relations
Education
Merrimack College 1992 — 1996
Bachelor of Arts, Sociology, Business Administration
Medford High School
St. Clement's
Harry Hussey's MFS Investment Management Experience December 1998 - January 2006
Job BI Data and Reporting developer at Boston MA
Industry Information Technology and Services
Experience
Boston MA May 2014 - Present
Partners Healthcare System, Inc. January 2006 - May 2014
SPRC 2014 - 2014
MFS Investment Management December 1998 - January 2006
Janet Feld and the Garage Band 1996 - 2000
Skills
Business Analysis, SQL, Microsoft SQL Server, Visual Basic, Perl, Access, Programming, Project Management, Wordpress, Microsoft Excel, Microsoft Office, Windows, Database Design, Quality Assurance, WordPress, HTML, Visio, XML, Databases, System Administration, Web Services, Software Development, Software Documentation, Analysis, Testing, Oracle
Education
Marlboro College
Bachelor's degree, Sociology
University of Bridgeport
Boston MA May 2014 - Present
Partners Healthcare System, Inc. January 2006 - May 2014
SPRC 2014 - 2014
MFS Investment Management December 1998 - January 2006
Janet Feld and the Garage Band 1996 - 2000
Skills
Business Analysis, SQL, Microsoft SQL Server, Visual Basic, Perl, Access, Programming, Project Management, Wordpress, Microsoft Excel, Microsoft Office, Windows, Database Design, Quality Assurance, WordPress, HTML, Visio, XML, Databases, System Administration, Web Services, Software Development, Software Documentation, Analysis, Testing, Oracle
Education
Marlboro College
Bachelor's degree, Sociology
University of Bridgeport
Andrea DeRosa's MFS Investment Management Experience March 2011 - Present
Job Section Manager at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management March 2011 - Present
Putnam Investments January 2007 - March 2011
Education
Merrimack College 2001 — 2005
MFS Investment Management March 2011 - Present
Putnam Investments January 2007 - March 2011
Education
Merrimack College 2001 — 2005
Mark Polebaum's MFS Investment Management Experience 2006 - Present
Job General Counsel at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management 2006 - Present
Wilmer Cutler Pickering Hale and Dorr October 1979 - December 2005
Hon. John C. Godbold, US Court of Appeals, 11th Circuit August 1978 - August 1979
Skills
Mergers & Acquisitions, Commercial Litigation, Mutual Funds, Management, Securities Regulation, Securities, Corporate Governance, Corporate Law, Litigation, FINRA, Intellectual Property, Due Diligence, Private Equity, Licensing, Alternative Investments, Legal Research, Asset Management, Investment Management
Education
New York University School of Law 1975 — 1978
JD, Law
Middlebury College 1970 — 1974
BA, Political Science and Spanish
MFS Investment Management 2006 - Present
Wilmer Cutler Pickering Hale and Dorr October 1979 - December 2005
Hon. John C. Godbold, US Court of Appeals, 11th Circuit August 1978 - August 1979
Skills
Mergers & Acquisitions, Commercial Litigation, Mutual Funds, Management, Securities Regulation, Securities, Corporate Governance, Corporate Law, Litigation, FINRA, Intellectual Property, Due Diligence, Private Equity, Licensing, Alternative Investments, Legal Research, Asset Management, Investment Management
Education
New York University School of Law 1975 — 1978
JD, Law
Middlebury College 1970 — 1974
BA, Political Science and Spanish
Jeff Noonan, CFA, Esq.'s MFS Investment Management Experience June 2006 - April 2015
Job Commercial Real Estate (CRE) Portfolio Manager at Citizens Commercial Banking
Industry Financial Services
Experience
Citizens Commercial Banking May 2015 - Present
MFS Investment Management June 2006 - April 2015
MFS Investment Management 2003 - 2006
State Street Bank & Trust Company 1998 - 2003
Chase Global Funds Services Co. 1997 - 1998
Skills
Equities, Finance
Education
Massachusetts School of Law 1992 — 1995
JD, Law
University of Iowa 1988 — 1992
BBA, Finance
Citizens Commercial Banking May 2015 - Present
MFS Investment Management June 2006 - April 2015
MFS Investment Management 2003 - 2006
State Street Bank & Trust Company 1998 - 2003
Chase Global Funds Services Co. 1997 - 1998
Skills
Equities, Finance
Education
Massachusetts School of Law 1992 — 1995
JD, Law
University of Iowa 1988 — 1992
BBA, Finance
Jeffrey Guyton's MFS Investment Management Experience March 2005 - Present
Job Vice President Senior Manager Investment Operations
Industry Financial Services
Experience
MFS Investment Management March 2005 - Present
MFS Investment Management May 2002 - March 2005
MFS Investment Management October 1999 - May 2002
MFS Investment Management July 1998 - October 1999
MFS Investment Management July 1997 - June 1998
MFS Investment Management May 1996 - June 1997
Education
Massachusetts College of Liberal Arts
MFS Investment Management March 2005 - Present
MFS Investment Management May 2002 - March 2005
MFS Investment Management October 1999 - May 2002
MFS Investment Management July 1998 - October 1999
MFS Investment Management July 1997 - June 1998
MFS Investment Management May 1996 - June 1997
Education
Massachusetts College of Liberal Arts
Bheemarasetty Rao's MFS Investment Management Experience August 2011 - December 2011
Job Support Architect, Global Support Services at SAP
Industry Information Technology and Services
Experience
SAP January 2013 - Present
Sybase January 2012 - Present
MFS Investment Management August 2011 - December 2011
Palladian Health, LLC January 2011 - August 2011
Fidelis Care NY September 2010 - December 2010
HealthNow New York Inc. June 2001 - August 2010
Credit Suisse First Boston December 2000 - May 2001
Cargill August 1997 - September 2000
Skills
Sybase, Replication, Database Design, Data Warehousing, SQL, ETL, Data Modeling, Relational Databases, Microsoft SQL Server, Business Intelligence, AIX, Databases, Unix, Performance Tuning, VB.NET, DB2, SQL Tuning, SAP HANA, Cassandra, Python
Education
National Institute of Information Technology 1989 — 1991
P.G.D.S.D, Post Graduate Diploma in Computers
Gandhi Institute of Technlogy and Management 1984 — 1988
B.E., Electronics and Telecommunications
AT College
SAP January 2013 - Present
Sybase January 2012 - Present
MFS Investment Management August 2011 - December 2011
Palladian Health, LLC January 2011 - August 2011
Fidelis Care NY September 2010 - December 2010
HealthNow New York Inc. June 2001 - August 2010
Credit Suisse First Boston December 2000 - May 2001
Cargill August 1997 - September 2000
Skills
Sybase, Replication, Database Design, Data Warehousing, SQL, ETL, Data Modeling, Relational Databases, Microsoft SQL Server, Business Intelligence, AIX, Databases, Unix, Performance Tuning, VB.NET, DB2, SQL Tuning, SAP HANA, Cassandra, Python
Education
National Institute of Information Technology 1989 — 1991
P.G.D.S.D, Post Graduate Diploma in Computers
Gandhi Institute of Technlogy and Management 1984 — 1988
B.E., Electronics and Telecommunications
AT College
Manimozhi Doraisamy's MFS Investment Management Experience January 2004 - November 2007
Job Contract Software Engineer at MorphoTrust USA
Industry Information Technology and Services
Experience
MorphoTrust USA January 2015 - Present
Aclara May 2014 - November 2014
Aclara November 2007 - April 2014
MFS Investment Management January 2004 - November 2007
Health Gate Data Corp February 2000 - July 2000
Dept. of Health and Human Services, Govt. of NH, Concord, NH. December 1998 - January 2000
Janus Teamware Pvt. Ltd., India October 1997 - April 1998
JTS Technology Ltd., India April 1997 - September 1997
Tandon Information Solution, India September 1996 - April 1997
Skills
Oracle, Microsoft SQL Server, C#, WCF, Web Services, XML, ASP.NET, PL/SQL, Hadoop, C#.NET, Spring.NET, jQuery, MVC, ASP.NET MVC, ADO.NET, ASP.NET AJAX, Crystal Reports, Actuate, SQL Server 2000-2008, Hive, MapReduce, HDInsight, Backbone.js, Salesforce.com..., Microsoft CRM
Education
Manonmaniam Sundaranar University 1991 — 1995
B.E, Computer Science Engineering
Harvard Extension School
Graduate Level Courses, Software Engineering
MorphoTrust USA January 2015 - Present
Aclara May 2014 - November 2014
Aclara November 2007 - April 2014
MFS Investment Management January 2004 - November 2007
Health Gate Data Corp February 2000 - July 2000
Dept. of Health and Human Services, Govt. of NH, Concord, NH. December 1998 - January 2000
Janus Teamware Pvt. Ltd., India October 1997 - April 1998
JTS Technology Ltd., India April 1997 - September 1997
Tandon Information Solution, India September 1996 - April 1997
Skills
Oracle, Microsoft SQL Server, C#, WCF, Web Services, XML, ASP.NET, PL/SQL, Hadoop, C#.NET, Spring.NET, jQuery, MVC, ASP.NET MVC, ADO.NET, ASP.NET AJAX, Crystal Reports, Actuate, SQL Server 2000-2008, Hive, MapReduce, HDInsight, Backbone.js, Salesforce.com..., Microsoft CRM
Education
Manonmaniam Sundaranar University 1991 — 1995
B.E, Computer Science Engineering
Harvard Extension School
Graduate Level Courses, Software Engineering
Richard Stinson's MFS Investment Management Experience July 2008 - September 2013
Job Sr. Manager Global Programs at Smith & Nephew
Industry Medical Devices
Experience
Smith & Nephew September 2013 - Present
MFS Investment Management July 2008 - September 2013
Draper Laboratory 2000 - 2008
Draper Laboratory 1983 - 2000
Skills
Project Management, Workday HCM, Business Process..., Global HRIS and..., System Implementations
Education
Merrimack College 1979 — 1983
BS, Computer Science
Smith & Nephew September 2013 - Present
MFS Investment Management July 2008 - September 2013
Draper Laboratory 2000 - 2008
Draper Laboratory 1983 - 2000
Skills
Project Management, Workday HCM, Business Process..., Global HRIS and..., System Implementations
Education
Merrimack College 1979 — 1983
BS, Computer Science
Jeff McWilliams's MFS Investment Management Experience September 2013 - Present
Job RFP Analyst II at MFS
Industry Financial Services
Experience
MFS Investment Management September 2013 - Present
MFS November 2007 - September 2013
Fidelity Investments 2006 - 2007
State Street 2001 - 2006
Summit Technical Services 2000 - 2001
Skills
Fixed Income, Equities, Financial Services, Investments, Fund Accounting, Mutual Funds, Series 7, Bloomberg, Bloomberg Terminal, Investment Management, Asset Managment, Financial Modeling, Securities, Hedge Funds
Education
New England College of Business and Finance 2011 — 2013
Master's degree, Finance, General, 3.9
University of Rhode Island - College of Business Administration 1996 — 2000
Bachelor of Science (B.S.), Management Information Systems
Duxbury High
Radford University
MFS Investment Management September 2013 - Present
MFS November 2007 - September 2013
Fidelity Investments 2006 - 2007
State Street 2001 - 2006
Summit Technical Services 2000 - 2001
Skills
Fixed Income, Equities, Financial Services, Investments, Fund Accounting, Mutual Funds, Series 7, Bloomberg, Bloomberg Terminal, Investment Management, Asset Managment, Financial Modeling, Securities, Hedge Funds
Education
New England College of Business and Finance 2011 — 2013
Master's degree, Finance, General, 3.9
University of Rhode Island - College of Business Administration 1996 — 2000
Bachelor of Science (B.S.), Management Information Systems
Duxbury High
Radford University
Jim Wiaduck's MFS Investment Management Experience November 2000 - October 2004
Job Director, Michigan Advisor Soutions Group at Janus Capital Group
Industry Investment Management
Experience
Janus Capital Group October 2004 - Present
MFS Investment Management November 2000 - October 2004
OppenheimerFunds July 1998 - November 2000
Skills
Series 7, Mutual Funds, Public Speaking, Series 63, Separately Managed..., Asset Allocation, Alternative Investments, Wealth Management, Retirement Planning, Investment Advisory, Investments, Asset Managment, 401k, Series 65, Securities, Emerging Markets, Asset Management, Investment Strategies, Investment Management
Education
Michigan State University 1987 — 1991
B.A., Marketing
Fenwick High School 1983 — 1987
Janus Capital Group October 2004 - Present
MFS Investment Management November 2000 - October 2004
OppenheimerFunds July 1998 - November 2000
Skills
Series 7, Mutual Funds, Public Speaking, Series 63, Separately Managed..., Asset Allocation, Alternative Investments, Wealth Management, Retirement Planning, Investment Advisory, Investments, Asset Managment, 401k, Series 65, Securities, Emerging Markets, Asset Management, Investment Strategies, Investment Management
Education
Michigan State University 1987 — 1991
B.A., Marketing
Fenwick High School 1983 — 1987
Charles Whinery's MFS Investment Management Experience 2004 - October 2010
Job BlueBay High Yield
Industry Investment Management
Experience
BlueBay Asset Management October 2010 - Present
MFS Investment Management 2004 - October 2010
Gannett Welsh & Kotler 1998 - 2005
Education
Middlebury College 1992 — 1996
BlueBay Asset Management October 2010 - Present
MFS Investment Management 2004 - October 2010
Gannett Welsh & Kotler 1998 - 2005
Education
Middlebury College 1992 — 1996
Jason Bukowski's MFS Investment Management Experience May 1994 - January 2002
Job Business / Data Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon November 2013 - Present
Brown Brothers Harriman December 2011 - June 2013
State Street Bank May 2011 - May 2012
J.P. Morgan Chase Bank May 2010 - March 2011
New England Biolabs May 2009 - February 2010
Putnam Investments February 2006 - February 2009
Prudential Howe & Doherty, REALTORS January 2002 - January 2006
MFS Investment Management May 1994 - January 2002
Education
Merrimack College 1986 — 1991
BSBA, Finance
BNY Mellon November 2013 - Present
Brown Brothers Harriman December 2011 - June 2013
State Street Bank May 2011 - May 2012
J.P. Morgan Chase Bank May 2010 - March 2011
New England Biolabs May 2009 - February 2010
Putnam Investments February 2006 - February 2009
Prudential Howe & Doherty, REALTORS January 2002 - January 2006
MFS Investment Management May 1994 - January 2002
Education
Merrimack College 1986 — 1991
BSBA, Finance
Ben Satterfield's MFS Investment Management Experience September 2007 - February 2012
Job Senior Vice President at Eagle Capital Markets Group, a division of Griffin Capital Securities, Inc.
Industry Financial Services
Experience
Eagle Capital Markets Group, a division of Griffin Capital Securities, Inc. March 2015 - Present
Cole Real Estate Investments September 2013 - March 2015
Cole Capital January 2013 - September 2013
Cole Capital February 2012 - February 2013
MFS Investment Management September 2007 - February 2012
JPMorgan Chase May 2006 - September 2007
Northwestern Mutual 2000 - 2000
Skills
Alternative Investments, BDCs, Mutual Funds, REITS, Investments, Outside Sales, Retirement Planning, Asset Allocation, Face to Face Sales, Investment Strategies, Series 63, Series 7, Series 6, Territory Development, Salesforce.com, Mortgage Banking, Fixed Annuities, Banking, Sales Logix, Financial Advisory
Education
Miami University 1998 — 2003
Bachelor of Science in Business, Finance, Acounting, Economics
Eagle Capital Markets Group, a division of Griffin Capital Securities, Inc. March 2015 - Present
Cole Real Estate Investments September 2013 - March 2015
Cole Capital January 2013 - September 2013
Cole Capital February 2012 - February 2013
MFS Investment Management September 2007 - February 2012
JPMorgan Chase May 2006 - September 2007
Northwestern Mutual 2000 - 2000
Skills
Alternative Investments, BDCs, Mutual Funds, REITS, Investments, Outside Sales, Retirement Planning, Asset Allocation, Face to Face Sales, Investment Strategies, Series 63, Series 7, Series 6, Territory Development, Salesforce.com, Mortgage Banking, Fixed Annuities, Banking, Sales Logix, Financial Advisory
Education
Miami University 1998 — 2003
Bachelor of Science in Business, Finance, Acounting, Economics
Ellen Hazen, CFA's MFS Investment Management Experience July 1999 - 2012
Job Portfolio Manager at F.L.Putnam Investment Management Company
Industry Investment Management
Experience
F.L.Putnam Investment Management Company May 2013 - Present
MFS Investment Management July 1999 - 2012
Putnam Investments September 1996 - June 1999
Goldman Sachs June 1995 - August 1995
Morgan Stanley October 1990 - August 1994
Skills
Equities, Portfolio Management, Institutional Investors, Mutual Funds, Investment Strategies, Valuation, Equity Valuation
Education
Massachusetts Institute of Technology - Sloan School of Management 1994 — 1996
MBA, concentration in financial engineering
Williams College 1986 — 1990
BA, Economics
F.L.Putnam Investment Management Company May 2013 - Present
MFS Investment Management July 1999 - 2012
Putnam Investments September 1996 - June 1999
Goldman Sachs June 1995 - August 1995
Morgan Stanley October 1990 - August 1994
Skills
Equities, Portfolio Management, Institutional Investors, Mutual Funds, Investment Strategies, Valuation, Equity Valuation
Education
Massachusetts Institute of Technology - Sloan School of Management 1994 — 1996
MBA, concentration in financial engineering
Williams College 1986 — 1990
BA, Economics
Lucas Goodman's MFS Investment Management Experience July 2012 - Present
Job Research Assistant at MFS Investment Management
Industry Public Policy
Experience
MFS Investment Management July 2012 - Present
Harvard Business School January 2012 - July 2012
MFS Investment Management June 2011 - December 2011
Education
Massachusetts Institute of Technology 2007 — 2011
BS, Economics
MFS Investment Management July 2012 - Present
Harvard Business School January 2012 - July 2012
MFS Investment Management June 2011 - December 2011
Education
Massachusetts Institute of Technology 2007 — 2011
BS, Economics
Mark D. Kaplan's MFS Investment Management Experience 1984 - 2008
Job at Columbia Management
Industry Financial Services
Experience
Columbia Management 2010 - Present
The Hartford March 2008 - November 2009
MFS Investment Management 1984 - 2008
Education
New England Law Boston 1991 — 1995
JD
University of Massachusetts, Amherst
BA, English
Columbia Management 2010 - Present
The Hartford March 2008 - November 2009
MFS Investment Management 1984 - 2008
Education
New England Law Boston 1991 — 1995
JD
University of Massachusetts, Amherst
BA, English
Ashish Amatya's MFS Investment Management Experience December 2014 - Present
Job Programmer Analyst IV at MFS Investment Management
Industry Information Technology and Services
Experience
MFS Investment Management December 2014 - Present
Prowise Solutions Inc January 2009 - Present
Skills
Enterprise Architecture, Requirements Gathering, Enterprise Content..., Business Analysis, SOA, Business Process Design, Solution Architecture, SharePoint, Requirements Analysis, SDLC, Documentum, Web Services, Data Migration, Weblogic
Education
New Jersey Institute of Technology 2012 — 2013
Master of Science (MS), Information Systems
University of Central Oklahoma 2004 — 2007
Management Information Systems
University of Central Oklahoma 2004 — 2007
Bachelor's degree, Management Information Systems, General
MFS Investment Management December 2014 - Present
Prowise Solutions Inc January 2009 - Present
Skills
Enterprise Architecture, Requirements Gathering, Enterprise Content..., Business Analysis, SOA, Business Process Design, Solution Architecture, SharePoint, Requirements Analysis, SDLC, Documentum, Web Services, Data Migration, Weblogic
Education
New Jersey Institute of Technology 2012 — 2013
Master of Science (MS), Information Systems
University of Central Oklahoma 2004 — 2007
Management Information Systems
University of Central Oklahoma 2004 — 2007
Bachelor's degree, Management Information Systems, General
Jane Pladziewicz's MFS Investment Management Experience October 2001 - August 2003
Job Nuclear Medicine Technologist, per diem at Lawrence Memorial Hospital
Industry Hospital & Health Care
Experience
Lawrence Memorial Hospital May 2009 - Present
Lahey Clinic October 2008 - December 2008
Elliot Hospital September 2008 - October 2008
Tufts Medical Center May 2008 - August 2008
Mystic Cardiology Assoc.'s Inc. September 2003 - August 2006
MFS Investment Management October 2001 - August 2003
New England Financial/MetLife January 2000 - June 2001
New England Financial/MetLife December 1997 - April 2000
New England Financial/MetLife November 1995 - December 1997
New England Financial/MetLife November 1994 - November 1995
Skills
Digital Imaging, Clinical Research, Nuclear Medicine, Critical Care, EHR, Healthcare, Medicine, MRI, Healthcare Management, Inpatient, PACS, Medical Imaging, Pediatrics, Radiography, Oncology, JCAHO, RIS, Cerner, SPECT, Ultrasound, ACLS, Medical Billing, Cpr Certified, Medical Records, Patient Safety, EMR, Medical Terminology, Nursing, Radiology, Healthcare Information..., Interventional Radiology, Management, Computed Tomography, BLS, Epic Systems, Fluoroscopy, Physician Relations, HIPAA, Orthopedic, X-ray, ARRT, Cardiology, Meditech, Radiation Safety, Hospitals, IV, Radiopharmacy, Medical Devices, Surgery, Informatics
Education
Massachusetts College of Pharmacy and Health Sciences
Bachelor of Science, Nuclear Medicine
Lawrence Memorial Hospital May 2009 - Present
Lahey Clinic October 2008 - December 2008
Elliot Hospital September 2008 - October 2008
Tufts Medical Center May 2008 - August 2008
Mystic Cardiology Assoc.'s Inc. September 2003 - August 2006
MFS Investment Management October 2001 - August 2003
New England Financial/MetLife January 2000 - June 2001
New England Financial/MetLife December 1997 - April 2000
New England Financial/MetLife November 1995 - December 1997
New England Financial/MetLife November 1994 - November 1995
Skills
Digital Imaging, Clinical Research, Nuclear Medicine, Critical Care, EHR, Healthcare, Medicine, MRI, Healthcare Management, Inpatient, PACS, Medical Imaging, Pediatrics, Radiography, Oncology, JCAHO, RIS, Cerner, SPECT, Ultrasound, ACLS, Medical Billing, Cpr Certified, Medical Records, Patient Safety, EMR, Medical Terminology, Nursing, Radiology, Healthcare Information..., Interventional Radiology, Management, Computed Tomography, BLS, Epic Systems, Fluoroscopy, Physician Relations, HIPAA, Orthopedic, X-ray, ARRT, Cardiology, Meditech, Radiation Safety, Hospitals, IV, Radiopharmacy, Medical Devices, Surgery, Informatics
Education
Massachusetts College of Pharmacy and Health Sciences
Bachelor of Science, Nuclear Medicine
Parul Agrawal, CFA's MFS Investment Management Experience September 2015 - Present
Job Senior Investment Risk Analyst at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management September 2015 - Present
Pioneer Investments November 2012 - September 2015
Pioneer Investments August 2006 - November 2012
Hewitt Associates March 2005 - August 2006
Skills
Equities, Mutual Funds, Risk Management, Bloomberg
Education
New York University
Bachelors, Economics, German Literature
MFS Investment Management September 2015 - Present
Pioneer Investments November 2012 - September 2015
Pioneer Investments August 2006 - November 2012
Hewitt Associates March 2005 - August 2006
Skills
Equities, Mutual Funds, Risk Management, Bloomberg
Education
New York University
Bachelors, Economics, German Literature
Bryan Mahoney's MFS Investment Management Experience August 2013 - February 2015
Job Business Development Consultant at Oracle
Industry Computer Software
Experience
Oracle February 2015 - Present
MFS Investment Management August 2013 - February 2015
Wayfair July 2012 - August 2013
Wayfair November 2010 - September 2012
North End Business Journal April 2009 - September 2009
State Street Bank July 2006 - March 2009
State Street Bank July 2006 - March 2009
State Street Bank July 2006 - August 2007
Skills
Research, Writing, Analysis, Accounting, Social Media, Customer Service, Data Analysis, Leadership, Market Research, Microsoft Excel, Microsoft Word, Portfolio Management, Project Management, Sales, Team Leadership, Salesforce.com, Process Improvement, Outlook, Microsoft Office, PowerPoint, Social Media Marketing, Marketing, Public Speaking, Budgets, Business Development, Event Planning, Management, Time Management, Facebook, Social Networking, Account Management
Education
Merrimack College 2002 — 2006
B.A, English
Boston College High School 1999 — 2002
2002, Environmental Science
Oracle February 2015 - Present
MFS Investment Management August 2013 - February 2015
Wayfair July 2012 - August 2013
Wayfair November 2010 - September 2012
North End Business Journal April 2009 - September 2009
State Street Bank July 2006 - March 2009
State Street Bank July 2006 - March 2009
State Street Bank July 2006 - August 2007
Skills
Research, Writing, Analysis, Accounting, Social Media, Customer Service, Data Analysis, Leadership, Market Research, Microsoft Excel, Microsoft Word, Portfolio Management, Project Management, Sales, Team Leadership, Salesforce.com, Process Improvement, Outlook, Microsoft Office, PowerPoint, Social Media Marketing, Marketing, Public Speaking, Budgets, Business Development, Event Planning, Management, Time Management, Facebook, Social Networking, Account Management
Education
Merrimack College 2002 — 2006
B.A, English
Boston College High School 1999 — 2002
2002, Environmental Science
Ellen Markovich's MFS Investment Management Experience November 1997 - March 1998
Job Web Designer/Programmer & Troubleshooter
Industry Internet
Experience
Self-Employed January 1998 - Present
MFS Investment Management November 1997 - March 1998
Long-term temporary assignment with MFS June 1996 - November 1997
Skills
Web Development, Marketing Strategy, Wordpress, PHP, Email Marketing, HTML, Marketing, JavaScript, Start-ups, MySQL, WordPress, CSS, Adobe Creative Suite, Copywriting, Blogging, Illustrator, Corporate Branding, Creative Direction, Logo Design, InDesign, Photography, User Experience, Corporate Identity, Art Direction, Marketing Communications, Newsletters, Direct Mail, Brochures, Website Development, Graphics, Web Design, CMS, jQuery, Content Management
Education
SVSU 1991 — 1993
Bachelor of Arts (BA), Design
Mid Michigan Community College 1989 — 1991
Associate of Arts (AA), Graphic Design
Self-Employed January 1998 - Present
MFS Investment Management November 1997 - March 1998
Long-term temporary assignment with MFS June 1996 - November 1997
Skills
Web Development, Marketing Strategy, Wordpress, PHP, Email Marketing, HTML, Marketing, JavaScript, Start-ups, MySQL, WordPress, CSS, Adobe Creative Suite, Copywriting, Blogging, Illustrator, Corporate Branding, Creative Direction, Logo Design, InDesign, Photography, User Experience, Corporate Identity, Art Direction, Marketing Communications, Newsletters, Direct Mail, Brochures, Website Development, Graphics, Web Design, CMS, jQuery, Content Management
Education
SVSU 1991 — 1993
Bachelor of Arts (BA), Design
Mid Michigan Community College 1989 — 1991
Associate of Arts (AA), Graphic Design
Dave Drislane's MFS Investment Management Experience April 2011 - October 2013
Job at
Industry Financial Services
Experience
ADP October 2013 - Present
MFS Investment Management April 2011 - October 2013
Fidelity Investments November 2006 - April 2011
Skills
Workforce Management, Strategic Planning, Process Improvement, Business Process..., Analysis, Time Management, Business Analysis, Strategy, Analytics, Risk Management, Customer Experience, Business Process, Finance, Telecommunications, Customer Service, Reporting & Analysis, MS Office, Business Intelligence, Vendor Management, CRM, Call Centers, Management, Program Management
Education
Merrimack College 1992 — 1997
B.S. Business Administration, Marketing
ADP October 2013 - Present
MFS Investment Management April 2011 - October 2013
Fidelity Investments November 2006 - April 2011
Skills
Workforce Management, Strategic Planning, Process Improvement, Business Process..., Analysis, Time Management, Business Analysis, Strategy, Analytics, Risk Management, Customer Experience, Business Process, Finance, Telecommunications, Customer Service, Reporting & Analysis, MS Office, Business Intelligence, Vendor Management, CRM, Call Centers, Management, Program Management
Education
Merrimack College 1992 — 1997
B.S. Business Administration, Marketing
Robert Spector's MFS Investment Management Experience March 2005 - Present
Job Investment Officer MFS
Industry Investment Management
Experience
MFS Investment Management March 2005 - Present
Merrill Lynch Canada November 2002 - February 2005
Merrill Lynch Canada May 2000 - November 2002
BMO Nesbitt Burns February 1998 - April 2000
BCA Research June 1993 - January 1998
Skills
Economics, Fixed Income, Investment Strategies, Portfolio Management, Investment Management, Equities, Asset Management, Asset Allocation, Asset Managment, Bloomberg, Relationship Management, Equity Trading, High Net Worth...
Education
The University of Western Ontario 1992 — 1993
MA, Economics
McGill University 1989 — 1992
B.A., Economics
MFS Investment Management March 2005 - Present
Merrill Lynch Canada November 2002 - February 2005
Merrill Lynch Canada May 2000 - November 2002
BMO Nesbitt Burns February 1998 - April 2000
BCA Research June 1993 - January 1998
Skills
Economics, Fixed Income, Investment Strategies, Portfolio Management, Investment Management, Equities, Asset Management, Asset Allocation, Asset Managment, Bloomberg, Relationship Management, Equity Trading, High Net Worth...
Education
The University of Western Ontario 1992 — 1993
MA, Economics
McGill University 1989 — 1992
B.A., Economics
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
Bethany Paré's MFS Investment Management Experience March 2014 - Present
Job Programmer/Analyst II at MFS Investment Management
Industry Computer Software
Experience
MFS Investment Management March 2014 - Present
HomeGoods September 2007 - March 2014
Skills
Art, C#, Visual C++, Java, JavaScript, ActionScript, Flash, InDesign, Photoshop, Drawing, Illustrator, Illustration, Goal Oriented, 3D Studio Max, Maya, Unity, Work Well Independently, Works Well in Groups, Accepts Criticism, Game Development
Education
Southern New Hampshire University 2011 — 2012
Bachelor of Arts (B.A.), Game Design and Development, 3.8
Savannah College of Art and Design 2010 — 2010
NHTI, Concord's Community College 2007 — 2009
Associate of Science (A.S.), Animation and Graphic Game Programming, 3.8
Manchester Community College 2005 — 2007
Associate of Arts (A.A.), Graphic Design, 3.6
MFS Investment Management March 2014 - Present
HomeGoods September 2007 - March 2014
Skills
Art, C#, Visual C++, Java, JavaScript, ActionScript, Flash, InDesign, Photoshop, Drawing, Illustrator, Illustration, Goal Oriented, 3D Studio Max, Maya, Unity, Work Well Independently, Works Well in Groups, Accepts Criticism, Game Development
Education
Southern New Hampshire University 2011 — 2012
Bachelor of Arts (B.A.), Game Design and Development, 3.8
Savannah College of Art and Design 2010 — 2010
NHTI, Concord's Community College 2007 — 2009
Associate of Science (A.S.), Animation and Graphic Game Programming, 3.8
Manchester Community College 2005 — 2007
Associate of Arts (A.A.), Graphic Design, 3.6
Margaret O'Rourke's MFS Investment Management Experience January 2001 - 2012
Job Financial Services Business Analyst and Trainer seeking new career opportunity.
Industry Financial Services
Experience
MFS Investment Management January 2001 - 2012
MFS Investment Management November 1998 - January 2001
Boston Financial Data Services November 1992 - November 1998
Skills
Collaborative Problem..., Problem Analysis, Training, Training Delivery, Hands-on Training, Instructor-led Training, Communication Training, Employee Management, Employee Training, Change Management, Business Analysis, Requirements Analysis, Presentations, Staff Development, Client Services, Instructional Design, Business Process..., Business Process, Analysis, Financial Services, Business Requirements, Requirements Gathering, Mutual Funds, Transfer Agency, Relationship Management, Systems Analysis, Vendor Management, Call Centers, Process Improvement, SDLC, Project Management, Testing, Quality Assurance, Risk Management, Management, Customer Service, Microsoft Office
Education
New England College of Business and Finance 2012 — 2014
Associate of Science (AS), Business Administration and Management, General, 3.97
UMass Boston
MFS Investment Management January 2001 - 2012
MFS Investment Management November 1998 - January 2001
Boston Financial Data Services November 1992 - November 1998
Skills
Collaborative Problem..., Problem Analysis, Training, Training Delivery, Hands-on Training, Instructor-led Training, Communication Training, Employee Management, Employee Training, Change Management, Business Analysis, Requirements Analysis, Presentations, Staff Development, Client Services, Instructional Design, Business Process..., Business Process, Analysis, Financial Services, Business Requirements, Requirements Gathering, Mutual Funds, Transfer Agency, Relationship Management, Systems Analysis, Vendor Management, Call Centers, Process Improvement, SDLC, Project Management, Testing, Quality Assurance, Risk Management, Management, Customer Service, Microsoft Office
Education
New England College of Business and Finance 2012 — 2014
Associate of Science (AS), Business Administration and Management, General, 3.97
UMass Boston
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group