Natixis Global Asset Management
Industry: Asset management company
DescriptionNatixis Investment Managers is a global asset management company with $1,008 billion in assets under management as of March 2018. The company has headquarters in Paris and Boston and it is the second biggest French manager by market share. Assets under management: 1.008 trillion USD (31 March 2018) Number of employees: 633 (2013) Headquarters: Paris, France Owner: Natixis Founded: 2007 Subsidiaries: Bones, Harris Associates,
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Natixis Global Asset Management Employees
Natixis Global Asset Management February 2013 - Present
Wells Fargo Advisors 2010 - 2012
Skills
Equities, Series 7, Asset Allocation, Series 63, Asset Management, Investments, Mutual Funds, Investment Strategies, Alternative Investments, Wealth Management, Portfolio Management, Finance, Fixed Income, Financial Services, Financial Analysis, Securities, Hedge Funds, Investment Management
Education
Seattle University 2004 — 2008
Finance Economics
Creditera October 2013 - Present
Commonwealth Financial Network April 2013 - October 2013
Natixis Global Asset Management August 2011 - January 2013
Fidelity Investments July 2005 - August 2006
Putnam Investments October 2002 - October 2004
Fidelity Investments February 2001 - October 2002
Skills
Strategic Communications, Social Media, Investments, Financial Writing, Digital Marketing, Brand Development, Corporate Communications, Marketing, Financial Services, Content Strategy, Social Media Marketing, Finance, Blogging, Copywriting, Marketing Communications, SEO, Internal Communications, Strategy, Marketing Strategy, Press Releases, Web Content, Advertising, Email Marketing, SEM, Newsletters, Sales, Creative Direction, Facebook, Online Marketing, Management
Education
Harvard Extension School 2009 — 2011
Certificate, Communications
Saint Michael's College 1994 — 1998
B.A., English, Minor: Business, Marketing
Natixis Global Asset Management April 2015 - Present
Pioneer Investments September 2012 - Present
Pioneer Investments February 2007 - September 2012
Skills
Separately Managed..., Series 6, Series 7, Mutual Funds, Series 63, Uniform Combined State..., Asset Allocation, FINRA, Variable Annuities, Wealth Management, Investments, Alternative Investments, Asset Managment, Morningstar, Retirement Planning, Portfolio Management, ETFs, Relationship Management
Education
Rollins College 2001 — 2005
Bachelor's degree, Sociology
Natixis Global Asset Management February 2015 - Present
St. Francis House October 2012 - January 2015
Mount Sinai Medical Center April 2012 - October 2012
Boston Medical Center March 2010 - April 2012
Foresight Science & Technology May 2009 - March 2010
Planned Parenthood League of Massachusetts May 2007 - May 2009
Skills
Grant Writing, Program Development, Non-profits, Fundraising, Community Outreach, Volunteer Management, Research, Public Speaking, Event Planning, Healthcare, Public Health, Fundraisers, Grants, Data Analysis, Program Evaluation, Editing, Program Management, Nonprofits, Social Services, Philanthropy, Annual Giving, Stewardship, Proposal Writing, Prospect Research, Raiser's Edge
Education
Suffolk University 2007 — 2008
MA, Women's Health
Westfield State University 2003 — 2007
BA, Communication & Culture
Broadmark Asset Management LLC October 2013 - Present
NestWise July 2012 - September 2013
Natixis Global Asset Management March 2007 - July 2012
One World Children's Fund August 2010 - February 2012
Mutual of America January 2007 - March 2007
Woodbury Financial July 2006 - November 2006
BANK OF AMERICA March 2002 - June 2006
Skills
Recruiting, Diplomacy, Trainable, Series 6, Series 63, Asset Management, Series 65, Marketo, Salesforce Administrator, Ruby on Rails, Virtual Educator, Salesforce.com, Asset Managment, Portfolio Management, Online Publishing, Web Content Management, Business Transformation, Training, Client Development, Online Marketing, Email Marketing, Social Media, Management, Marketing, Mutual Funds, Sales, Investments, Financial Analysis, Alternative Investments, Finance, Leadership, CRM, Analysis
Education
University of California, Davis 2002 — 2006
Bachelor of Arts, Psychology
San Francisco State University, Extended Learning Center 2008 — 2009
Course for Financial Planning
Level II candidate in the CAIA program 2015 — 2015
Natixis Global Asset Management 2015 - Present
Cardea Group 2013 - 2015
Boston Investment Staffing Group, Inc. 2012 - 2013
Jones Lang LaSalle 2010 - 2011
Skills
Consulting, Recruiting, Research, PowerPoint, Human Resources, Leadership, Microsoft Excel, Accounting, Interviews, Analysis, Financial Services, Investments, Executive Search, Program Management, Asset Management, College Recruiting
Education
Union College 2006 — 2010
Bachelor of Arts (B.A.)
Suffield Academy 2003 — 2006
American Century Investments April 2013 - Present
Natixis Global Asset Management May 2010 - April 2013
Principal Financial Group February 2007 - May 2010
Wachovia, A Wells Fargo Company September 1997 - February 2007
Skills
Mutual Funds, 401k, Retirement Planning, Investments, Series 7, Series 63, Financial Services, Asset Allocation, Retirement, Wealth Management
Education
University of North Carolina at Chapel Hill 1992 — 1996
Journalism and Mass Communication
Natixis Global Asset Management May 2005 - July 2015
BNY Mellon Asset Servicing (formerly PFPC, Inc.) March 2004 - May 2005
Liberty Mutual Insurance September 2003 - March 2004
Federal Reserve Bank of Boston January 2002 - December 2003
Testa, Hurwitz & Thibeault, LLP May 1997 - June 2000
Commonwealth of Massachusetts, Attorney General Scott Harshbarger June 1996 - August 1996
United States Senator John Kerry June 1995 - August 1995
Skills
Securities, Financial Services, Due Diligence, Mutual Funds, Securities Regulation, FINRA, Hedge Funds, Alternative Investments
Education
Suffolk University Law School 2000 — 2003
Juris Doctor (J.D.)
Smith College 1993 — 1997
Bachelor’s Degree, Economics and Government
Eaton Vance May 2013 - Present
Columbia Management August 2012 - May 2013
Natixis Global Asset Management March 2010 - August 2012
Natixis Global Associates August 2008 - March 2010
MFS Retirement Services, Inc. December 2005 - September 2008
MFS Retirement Services, Inc. January 2000 - December 2005
Sherwin Williams May 1994 - December 1999
Skills
Series 6, CIMA, Mutual Funds, Series 7, Series 63, Alternative Investments, Asset Allocation, ETFs, Investments, Asset Managment, Fixed Income, 401k, Investment Strategies, Securities
Education
University of Massachusetts Dartmouth 1990 — 1994
Bachelor of Science, Business Management
Dennis Yarmouth 1986 — 1990
Natixis Global Asset Management August 2004 - Present
Putnam Investments 2001 - 2004
Skills
Asset Managment
Education
University of New Hampshire 1996 — 2000
Lexington High School
Lexington High School
Natixis Global Asset Management March 2015 - Present
American Funds March 2014 - March 2015
Bank of America Merrill Lynch April 2011 - March 2014
Skills
Finance, Series 7, Marketing, Financial Analysis, Insurance, Business Development, Management, Uniform Combined State..., Banking, Strategic Financial..., Asset Management, Retirement Planning, Investments, Mutual Funds, Asset Allocation, Retirement, Equities, Portfolio Management, Wealth Management, Securities
Education
University of Central Florida
BA, Finance
Equilar December 2014 - Present
ATEL Securities Corporation July 2012 - December 2014
ON24 April 2012 - June 2012
Interac Co. Ltd April 2009 - March 2012
ICON Capital Corp. November 2006 - December 2008
Natixis Global Asset Management September 2004 - November 2006
New York Life Insurance Company February 2003 - March 2004
Skills
Marketing, Content Strategy, Content Management, Digital Marketing, Strategic Planning, Database Marketing, Marketing Strategy, CRM, Financial Analysis, Investments, Financial Modeling, Bloomberg, Adobe Creative Suite, HTML, Public Speaking, Project Management, Financial Reporting, Adobe Illustrator, Graphic Design, Business Writing, InDesign, Copywriting, Salesforce.com, Constant Contact, Content Development, Google Analytics, Siebel, Adobe Indesign, Creative Writing, Factset, Thomson One, Mobius, Ibbotson, FirstCall, APL, ACT!, WorldTrak, Drupal, Database Management, Brand Management, Email Marketing, Analysis, Portfolio Management, Social Media, Product Marketing, Illustrator, Series 7, Series 63, Alternative Investments, Financial Services
Education
San Francisco State University
Bachelor of Science, Corporate Finance and Financial Services (Double Major), 3.57
San Francisco State University
Bachelor of Science (B.S.), Corporate Finance and Financial Services
State Street July 2015 - Present
Natixis Global Asset Management January 2014 - July 2014
Feygon Tennis Academy June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Editing, Teamwork, Sales, Spanish, Management, Analysis, Software Documentation, Training
Education
Northeastern University, D'Amore McKim School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Universitat Autònoma de Barcelona 2015 — 2015
Bachelor of Business Administration (BBA), International Finance & E-Commerce
FGV (Fundacao Getulio Vargas) 2013 — 2013
Study Abroad: Doing Business in Brazil Diploma, International Business
Escola Graduada de Sao Paulo 2008 — 2012
American School Foundation 2001 — 2008
HSBC Private Bank March 2014 - Present
BPCA Private Bank Monaco February 2010 - March 2014
Banque Populaire Côte d'Azur October 2007 - January 2010
Natixis Global Asset Management January 2006 - October 2007
Crédit Foncier May 2005 - November 2005
Lycée Iuliu Maniu September 2002 - October 2004
Skills
Mergers & Acquisitions, Compliance, Operational Risk, Corporate Governance, Asset Management, Basel II, Banking, Risk Management, Internal Audit, Accounting, Financial Markets, Fraud, Operational Risk...
Education
Université d'Orléans 2004 — 2005
Master's degree, Banking and Insurrance
Institut Franco-Roumain d'Etudes Doctorales 2002 — 2004
Master's degree, Quantitative Economics and Finance
Liberty Mutual Investments April 2006 - Present
Computershare US February 2001 - April 2006
Natixis Global Asset Management July 1994 - February 2001
State Street Bank June 1989 - July 1994
Skills
Mutual Funds, Securities, Investments, Insurance, Risk Management, Asset Management, Equities, Financial Services, Alternative Investments, Corporate Governance, Investment Management, Investment Advisory, Private Equity
Education
Southern New Hampshire University 1985 — 1989
Bachelor of Science (B.S.), Business Administration and Management, General
Wizio January 2015 - Present
Boston Private January 2015 - Present
Northeastern University Entrepreneurs Club June 2014 - June 2015
Northeastern University September 2014 - December 2014
Objective Logistics May 2014 - September 2014
Northeastern University Entrepreneurs Club January 2014 - June 2014
Natixis Global Asset Management July 2013 - January 2014
Northeastern University Entrepreneurs Club June 2013 - December 2013
Bath and Bodyworks July 2010 - July 2012
Skills
Entrepreneurship, Start-ups, Microsoft Excel, Market Research, Bootstrap, Data Analysis, JavaScript, Node.js, SQL, HTML, AngularJS, MySQL, R, Business Strategy, Photogtaphy, Finance, Training, PowerPoint, Management, Java, Public Speaking, C#, ASP.NET MVC, Microsoft Word, Visual Studio, Microsoft SQL Server, Github, SQL Server Management..., CSS
Education
Northeastern University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Concentration: Management Information Systems. Dual Minor: Computer Science and Economics, 3.2
Suffolk County Community College 2012 — 2013
Computer Sciences, Computer Science, 3.1
Natixis Global Asset Management March 2012 - Present
Natixis Global Asset Management March 2010 - March 2012
Natixis Global Asset Management January 2008 - March 2010
Natixis Global Asset Management March 2006 - December 2007
Natixis Global Asset Management December 2004 - February 2006
UBS Financial Services September 2003 - December 2004
UBS Financial Services June 2000 - June 2002
Skills
Financial Analysis, Portfolio Management, Asset Allocation, Factset, Tax, Asset Managment, Mutual Funds, Trading, ETFs, Financial Services, Research, Fixed Income, Equities, Alternative Investments, Investments, Financial Modeling, Series 7, Financial Markets, Due Diligence, Asset Management, Chartered Financial..., Securities, Investment Management, Investment Strategies
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2012
MBA
Villanova University 1996 — 2000
Bachelor of Science (BS), Business - Finance
Pittsford Mendon High School 1992 — 1996
Argo Group International Holdings, Ltd. September 2015 - Present
Natixis Global Asset Management March 2014 - September 2015
Natixis Global Asset Management July 2012 - March 2014
The Hartford May 2010 - July 2012
The Hartford June 2008 - May 2010
USAA June 2006 - March 2008
USAA September 2003 - June 2006
USAA August 2001 - September 2003
USAA November 1999 - August 2001
USAA September 1993 - November 1999
Skills
Internal Communications, Corporate Communications, Communication Training, Strategic Communications, Media Relations, Leadership, Public Affairs, Crisis Communications, Communications Planning, Speech Writing, Blogging, Public Relations, Investor Relations, Social Media, Copywriting, Messaging, Spokesperson, Press Releases, Strategic Thinking, Marketing Communications, Strategy, Publicity, Copy Editing, Editing, Public Speaking, Reputation Management, Crisis Management, Thought Leadership, Corporate Social..., Content Management, Integrated Marketing, Newsletters, Message Development, Social Media Marketing, Community Development, Content Strategy, Web Content, Press Kits, Internal & External..., News Writing, Social Networking, Corporate Branding, Content Development, Event Management, Journalism, Facebook
Education
St. Mary's University 1994 — 1997
MA, Organizational Communications
University of the Incarnate Word 1992 — 1994
BA, Communication Arts
MIT-Harvard Public Disputes Program – 11/11 and 11/12/99
National Grid May 2015 - Present
Natixis Global Asset Management September 2014 - March 2015
Babson Capital Management July 2014 - September 2014
U.S. Bank December 2013 - May 2014
State Street August 2012 - August 2013
JPMorgan Chase November 2010 - August 2012
State Street Bank September 2008 - November 2010
Skills
Financial Analysis, Financial Reporting, Research, Corporate Finance, GAAP, Mutual Funds, Data Analysis, Process Improvement, Databases, Financial Statements, Variance Analysis, Fund Accounting, Financial Statement..., SEC filings
Education
University of Massachusetts-Boston 2009 — 2013
Master of Business Administration (MBA), Accounting and Finance
University of Massachusetts Boston 2005 — 2008
Bachelor of Science, Management, Accounting and Finance
Natixis Global Asset Management January 2015 - Present
Natixis Global Asset Management November 2010 - January 2015
Meltwater Group November 2008 - February 2010
JP Morgan March 2008 - November 2008
Morgan Stanley June 2006 - January 2008
Skills
Investments, Finance, Asset Managment, Market Research, Management, Portfolio Management, Sales, Asset Management, Equities, Series 63, Series 7
Education
University of Miami - School of Business 2002 — 2006
BBA, Finance/Political Science
Boston Golf Club 2015 - Present
Natixis Global Asset Management February 2014 - April 2014
The Concession Golf Club October 2012 - February 2014
Hunter Talcott Golf October 2010 - January 2014
TPC Prestancia November 2010 - June 2013
Executive Capacity LLC August 2011 - May 2013
Hatherly Country Club 2002 - August 2011
Stetson University July 2009 - May 2010
Skills
Public Speaking, Writing, Managing Groups, Managing High..., Business Management, Team Building, Team Leadership, Teaching, Teamwork, Event Planning, Event Management, Special Events, Process Development, Big Picture Thinking, Strategic Planning, Marketing Strategy, Social Media Marketing, Fundraising, Goal Oriented, Outgoing, Intuitive, Fast Learner, Calm Under Pressure, Confidence Building, Creative Problem Solving, Well-organized, Mature, Time Management, Prioritization, Listening Skills, Proactivity, Sports, Golf, Tennis, Golf Instruction, Golf Outings, Sports Marketing, Big-picture Thinking, Leadership Development, Sports Management, Management, Leadership
Education
Stetson University 2006 — 2010
BBA, Management, GPA Cumulative: 3.63 Major GPA: 3.89
Natixis Global Asset Management February 2015 - Present
Natixis Global Asset Management June 2012 - January 2015
Natixis Global Asset Management June 2010 - May 2012
Cambridge Associates June 2008 - July 2010
Lehman Brothers June 2007 - August 2007
Wachovia Securities June 2006 - May 2007
Skills
Alternative Investments, Series 7, Mutual Funds, Bloomberg, Investments, Asset Allocation, Equities, Asset Managment, Financial Modeling, Portfolio Management, ETFs, Fixed Income, Hedge Funds, Financial Analysis, Securities, Investment Strategies, Equity Research, Wealth Management, Capital Markets, Series 63, Chartered Financial...
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2004 — 2008
BS Business Administration, Finance, Economics
Richmond, the American International University 2007 — 2007
Merrimack Valley High School 2000 — 2004
Natixis Global Asset Management April 2015 - Present
Balter Liquid Alternatives February 2014 - April 2015
John Hancock Investments May 2007 - February 2014
Education
Trinity College-Hartford 2003 — 2007
BA Economics, Economics, Legal Studies
The Roxbury Latin School 1999 — 2003
Burt P. Augustensen Mortgages 2008 - Present
SunTrust Mortgage September 2007 - June 2008
American Brokers Conduit (American Home Mortgage) September 2006 - September 2007
Bank of America April 2005 - September 2006
Natixis Global Asset Management 1999 - 2004
GT Global Financial Services January 1992 - June 1998
Skills
Mortgage Lending, Loan Origination, Loans, Underwriting, Mortgage Banking, Credit, Difficult Loans, Residential Mortgages, Residential Homes, Real Estate, Refinance, Mutual Funds, Real Estate Economics, Investments, FHA, Financial Advisory, Financial Services, USDA, Credit Analysis, Investment Properties, Finance, Reverse Mortgages, First Time Home Buyers, Real Estate Financing, VA loans, VA Loans
Education
University of Pittsburgh School of Law 1978 — 1981
JD, Law
Stony Brook University 1974 — 1978
BA, Economics
Natixis Global Asset Management June 2015 - Present
University of Cincinnati August 2013 - May 2015
Natixis Global Asset Management June 2014 - August 2014
Chelsea Groton Bank May 2013 - August 2013
University of Cincinnati October 2012 - April 2013
Skills
Microsoft Excel, Microsoft Word, Customer Service, Teamwork, Time Management, PowerPoint, Microsoft Access, Tableau, Leadership, Microsoft Office
Education
University of Cincinnati College of Business 2011 — 2016
Baccalaureate, Finance
Natixis Global Asset Management April 2013 - Present
Putnam Investments June 2011 - March 2013
Putnam Investments January 2011 - June 2011
Move Collective LLC June 2010 - August 2010
GNC November 2007 - December 2008
Vector Marketing May 2007 - August 2007
Skills
Series 7, Series 6, Series 63, Mutual Funds, 401k, Equities, Fixed Income, Investments, Consultative Selling, Sales Presentations, Salesforce.com, Morningstar, Microsoft Office, Strategy
Education
University of Massachusetts, Amherst 2006 — 2010
Bachelor of Arts, Economics, Marketing
Tufts University 2009 — 2009
Summer Program, Economics
KAYAK July 2014 - Present
Natixis Global Asset Management March 2012 - July 2014
One to One Global October 2007 - February 2012
FM Global February 2000 - October 2007
Skills
SQL, ActionScript, Flex, JavaScript, HTML, CSS, .NET, C#, Titanium Mobile, Objective-C, Xcode, Android, Agile, JSP, Fatwire, Oil Painting, 3D animation, Illustration, Agile Methodologies, Web Development
Education
UMass Dartmouth 1990 — 1994
Bachelor of Fine Arts, Visual Design/Illustration
UMass Lowell 1988 — 1990
Mechanical Engineering
Natixis Global Asset Management March 2005 - Present
Charles Schwab Investment Management August 2002 - March 2005
Wells Fargo Funds Management, LLC February 1999 - August 2002
Franklin Templeton Investments July 1997 - February 1999
Skills
Series 7, Securities, Mutual Funds, Financial Services, Investments, Portfolio Management, Program Management, Auditing, Internal Controls, Internal Audit, Policy, SEC, Training, Governance, Trading, Due Diligence, Compliance, CFTC, AML
Education
UC Irvine
Bachelor of Arts, Political Science
Dianne's Fine Desserts April 2014 - Present
PMR Bookkeeping January 2013 - Present
Teamstudio, Inc. (Winter Wyman Contract Division) October 2013 - January 2014
Natixis Global Asset Management May 2010 - December 2012
Natixis Global Asset Management October 2001 - May 2010
Back Bay Advisors (Division of Natixis Global Asset Management) December 1999 - August 2001
Eastern Bank May 1998 - December 1999
BTM Capital Corporation May 1997 - April 1998
BTM Capital Corporation April 1992 - April 1997
Skills
Corporate Finance, Month End Close, Financial Reporting, Financial Analysis, Account Reconciliation, Budget Process, Budget Forecasts, Financial Statements, Financial Accounting, Accounting
Education
University of Massachusetts Dartmouth 1986 — 1991
Bachelor's Degree, Accounting and Finance
Southern New Hampshire University 2014 — 2016
Graduate Certificate in Accounting, Accounting
Natixis Global Asset Management June 2014 - Present
EBSCO Information Services January 2007 - March 2014
FactSet April 2008 - April 2011
EBSCO Information Services January 2005 - January 2006
EBSCO Information Services January 2004 - January 2005
Skills
Research, Fact-checking, Content Management, Copy Editing, Web Content, Content Writing, Editing, Public Speaking, Public Relations, International Relations, Editorial, Policy Analysis, Nonprofits, Academic Publishing, Non-fiction, Freelance Writing, Content Development, Press Releases, Blogging, Publishing
Education
Suffolk University 1998 — 2002
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities
Suffolk University - Sawyer Business School 2002 — 2004
Master of Public Administration (M.P.A.), Philanthropy and Media
University of Massachusetts Boston 2011 — 2015
Master’s Degree, International Relations
John Hancock Financial Services November 2013 - Present
Cerulli Associates January 2013 - November 2013
Cerulli Associates June 2008 - December 2012
Natixis Global Asset Management September 2006 - June 2008
Armstrong, Fleming & Moore, Inc. 2004 - 2006
Skills
Alternative Investments, Mutual Funds, Asset Managment, Investments, Wealth Management, Project Management, Business Strategy, Strategic Planning, Sales, Microsoft Excel, PowerPoint, Marketing Strategy, Microsoft Office, Equities, Asset Allocation, Investment Strategies, Financial Markets
Education
The George Washington University 2001 — 2004
Bachelor of Business Administration (BBA), Finance, General
Natixis Global Asset Management April 2013 - Present
Brown Brothers Harriman June 2010 - April 2013
Brown Brothers Harriman September 2008 - May 2010
J.P. Morgan November 2006 - August 2008
Skills
Portfolio Risk..., Portfolio Management, Relationship Management, Project Management, Defined Benefit, Business Development, Financial Advisory, Account Management, Corporate Actions, New Business Development, Retirement Plan..., Product Marketing, Pension Consulting, Third Party Vendor..., Strategic Prospecting, Compliance Oversight, Asset Management, Risk Management, Alternative Investments, Equities, Financial Analysis, Fixed Income, Lacrosse, Hedge Funds
Education
The Ohio State University 2001 — 2006
Bachelor of Science, Mathematics
University College Cork 2003 — 2004
Abroad, Mathematics
Darien High School 1997 — 2001
General Studies
Natixis Global Asset Management June 1999 - Present
First Data Investor Services Group January 1997 - June 1999
Scudder Investments June 1989 - December 1996
Goodwin Procter LLP 1986 - 1989
Education
Suffolk University Law School 1989 — 1993
JD, Law
University of Northern Colorado 1979 — 1983
BS, Business
Natixis Global Asset Management 2013 - Present
Natixis Global Asset Management 2000 - 2013
Skills
Access, Excel, Business Analysis, Data Management, Microsoft Office, SQL, Microsoft Excel, Analysis, Financial Modeling, Data Warehousing, Risk Management, Financial Analysis, Data Analysis, SharePoint, Business Intelligence, Financial Services, Alternative Investments
Education
University of New Hampshire
BA, Economics
Natixis Global Asset Management September 2004 - Present
State Street Research 2001 - 2004
MetLife 1998 - 2001
Education
Suffolk University - Sawyer Business School 1995 — 1997
MSF, Finance
University of New Hampshire -- Peter T. Paul College of Business and Economics 1988 — 1992
BA, Economics & Political Science
Natixis Global Asset Management June 2015 - Present
BNY Mellon November 2010 - June 2015
Skills
Mutual Funds, Teamwork, Vendor Management, Microsoft Excel, PowerPoint, Financial Services, Analysis, Customer Service, Financial Analysis, Microsoft Office, Finance, Microsoft Word, Time Management
Education
Southern New Hampshire University 2012 — 2015
Master of Business Administration (MBA), Concentration in Finance
Southern New Hampshire University 2004 — 2008
Bachelor of Science (BS), Business Administration, Concentration in Marketing
Natixis Global Asset Management October 2011 - July 2015
Markov Processes International (MPI) August 2009 - September 2011
Morgan Stanley May 2007 - December 2007
CMS Fund Advisers June 2005 - August 2005
Skills
Bloomberg, Alternative Investments, Hedge Funds, Asset Allocation, Portfolio Management, Mutual Funds, Investment Strategies, Financial Technology, Asset Management, Analysis, Financial Modeling, Fixed Income, Equity Research, Time Series Analysis, Graduate Students, Investments, Teamwork, Stylus, Equities, Series 7
Education
UCLA Anderson School of Management 2015 — 2017
The George Washington University
B.S., Economics
Aquila Group of Funds September 2010 - Present
Wells Fargo August 2006 - September 2010
Natixis Global Asset Management May 2004 - May 2006
Education
University of North Carolina at Charlotte 1995 — 1999
Bachelor of Arts (B.A.), Organizational Communication, General
EY January 2015 - August 2015
U.S. Bank September 2014 - December 2014
Suffolk University September 2013 - May 2014
Natixis Global Asset Management April 2013 - September 2013
Pratt & Whitney June 2012 - August 2012
JVS VITA TAX SITE February 2012 - May 2012
Skills
Virtual Teams, Teamwork, Enjoy Working with..., Organization, Tax Preparation, Highly detail oriented, Microsoft Word, PowerPoint, Microsoft Excel, Access, Team Leadership, Budgets, Accounting
Education
Suffolk University 2013 — 2014
MST, Taxation, 3.61
Suffolk University 2009 — 2013
BSBA, Accounting and Global Business, 3.65 GPA
Ellington High School 2005 — 2009
High School Diploma
Natixis Global Asset Management October 2010 - Present
Sun Life Financial April 2008 - October 2010
Interbay Funding November 2006 - April 2008
HSBC Mortgage Services June 2003 - November 2006
Skills
Mutual Funds, Management, Business Development, Series 7, Finance
Education
University of Cincinnati 1990 — 1995
BBA, Marketing/Management
Natixis Global Asset Management June 2003 - Present
Skills
Event Planning, Event Management, Budgets, Hospitality, Marketing Strategy, Marketing Communications, Corporate Events, Marketing, Social Media Marketing, Public Relations
Education
University of Massachusetts, Amherst 1992 — 1996
Natixis Global Asset Management April 2005 - Present
McMorgan & Company 2004 - 2005
Fremont Investment Advisors 2000 - 2004
Mellon Capital Management 1999 - 2000
Education
University of California, Los Angeles 1994 — 1998
B.S, Physiological Science
Natixis Global Asset Management 2015 - Present
Cornell Women's Network June 2014 - May 2015
Cornell Daily Sun January 2013 - May 2015
Natixis Global Asset Management June 2014 - August 2014
Cornell Annual Fund January 2012 - December 2013
Cornell Annual Fund June 2013 - August 2013
DKD New Media Strategies June 2012 - August 2012
Skills
Stata, Microsoft Excel, Microsoft Office, French, Writing, Research, Outlook, Written & Oral..., Social Media, SEO, PowerPoint, Public Speaking, Microsoft Word, R
Education
Cornell University 2011 — 2015
Bachelor of Arts (B.A.), Major in Economics, Minor in French
Université Denis Diderot (Paris VII)
Natixis Global Asset Management July 2015 - Present
Citi July 2014 - June 2015
Citi January 2013 - July 2014
Red Sox Foundation and Massachusetts General Hospital Home Base Program February 2011 - January 2013
NEPC January 2010 - November 2010
NEPC July 2008 - January 2010
Merrill Lynch May 2007 - May 2008
US Army July 2000 - January 2005
Skills
Hedge Funds, Long/Short Equity, Mutual Funds, Portfolio Management, Due Diligence, Bloomberg, Investments, Financial Analysis, Risk Management, Asset Managment, Equities, Financial Modeling, Public Speaking, Institutional Sales, Community Outreach, Alternative Investments, Asset Management, Analysis, Valuation, Strategy, Asset Allocation, Relationship Management, Leadership, Management, Finance, Banking, Business Development, Trading, Program Management, Analytics, Financial Services, Securities, Strategic Planning, Series 7, Fixed Income
Education
Suffolk University - Sawyer Business School 2008 — 2009
MS, Finance
Worcester State University 2005 — 2007
BS, Economics
Natixis Global Asset Management July 2014 - Present
Financial Compass Group, LLC July 2012 - July 2014
Euro Pacific Capital December 2011 - July 2012
Skills
Investments, Equities, Series 7, Asset Management, Investment Strategies, Asset Managment, Series 63, Trading, Alternative Investments, Securities, Fixed Income, Customer Service, Series 66, LPL BranchNet, Morningstar Advisor..., eMoney, Uniform Combined State..., Pension Plans, 401(k), PowerPoint, Microsoft Office, Microsoft Word, Mutual Funds
Education
University of Massachusetts, Amherst
Legal Studies
KeyBanc Capital Markets May 2015 - Present
Natixis Global Asset Management June 2014 - August 2014
Boston College Irish Institute August 2013 - June 2014
Varano Valet and Services May 2010 - August 2012
Skills
Financial Analysis, Team Leadership, Marketing Strategy, Financial Markets, Financial Modeling, Mutual Funds, Microsoft Excel, Business Analysis, Data Analysis, Marketing Communications, Managerial Finance, Leadership Development, Cross-functional Team..., Leadership
Education
Boston College-Wallace E. Carroll School of Management 2013 — 2016
Bachelor of Science in Business Administration, Finance and Financial Management Services, Financial Mathematics, Rising Junior
University of Miami - School of Business 2012 — 2013
BSBA, Internation Finance and Marketing
Lynnfield High School 2008 — 2012
Natixis Global Asset Management October 2014 - Present
Natixis Global Asset Management June 2014 - August 2014
Societe Generale July 2013 - September 2013
Credit Agricole CIB October 2011 - July 2012
Credit Agricole CIB July 2011 - September 2011
Education
Institut d'Etudes politiques de Strasbourg 2013 — 2014
Master Degree - Corporate Finance and Financial Market Practices
Institut d'Etudes politiques de Strasbourg 2008 — 2014
Bachelor - Business and Economics
IPESUP 2007 — 2008
Terminale ES Pilote Préparation aux IEP
State Street Bank August 2014 - Present
Winter Wyman May 2014 - June 2014
Santander Bank September 2013 - January 2014
Natixis Global Asset Management June 2013 - September 2013
Panera Bread May 2012 - May 2013
Skills
•Expert in Microsoft..., •Experienced with..., •Trained in a variety..., •Superb customer..., Accounting, Finance, Cash Management, Payroll, Accounts Payable, Accounts Receivable, Customer Service, Microsoft Excel, Invoicing
Education
University of Massachusetts Boston 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting and Finance, currently a senior
Fidelity Investments August 2014 - Present
Natixis Global Asset Management 2012 - 2014
State Street Global Markets 2006 - 2012
Skills
Equities, Bloomberg, Financial Modeling, Equity Research, Financial Markets, Asset Allocation, Hedge Funds, Portfolio Management, Investments, Capital Markets, Alternative Investments, Investment Strategies, Research, Quantitative Analytics, Asset Management, VBA, Series 7, Quantitative Finance, Macroeconomics, Economics, Microsoft Excel, Bonds, Financial Analysis, Technical Analysis, Equity Valuation, Mutual Funds, Competitive Analysis, Equity Derivatives, Risk Management, Emerging Markets, Excel, Asset Managment, Commodity, Investment Management, Securities, Strategy, Bloomberg Terminal, Industry Analysis, Commodities, Quantitative Analysis, Risk Budgeting, R
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
M.B.A., Quantitative Finance, Accounting, Information Systems
Tufts University 1994 — 1998
B.A., Economics
Blue Haven Initiative December 2014 - Present
Sports Club LA Boston February 2014 - December 2014
Boston University School of Law March 2013 - February 2014
Natixis Global Asset Management November 2011 - September 2012
The Sports Club/LA- Boston May 2010 - November 2011
Ballotti Learning Center September 2007 - December 2010
US Department of Homeland Security June 2010 - September 2010
American Diabetes Association January 2010 - June 2010
Suffolk University September 2008 - May 2010
Jane Doe, Inc. October 2009 - January 2010
Skills
Event Planning, Project Management, Interpersonal Skill, Luxury Goods, Retail, Media Relations, Close Attention to..., Public Relations, Communication, Social Media, Social Media Marketing, Microsoft Office, Written & Oral..., Writing, Social Networking, Press Releases, Community Outreach, Gorkana, Concur, RegEd/AdTrax, QuickBooks, Press Kits, Photoshop, Twitter, Facebook, LinkedIn, Outstanding time..., Time Management, Outlook, Management, Public Speaking
Education
Suffolk University 2007 — 2011
BA, Communications & Journalism (Public Relations), Theater
Holy Name Central Catholic High School 2003 — 2007
Diploma
Symetra March 2015 - Present
Natixis Global Asset Management December 2013 - March 2015
Merrill Lynch September 2012 - December 2013
Liberty Mutual Insurance July 2009 - September 2012
Dell June 2008 - January 2009
University of Mississippi August 2003 - May 2008
Skills
Mutual Funds, Insurance, Fiduciary Services, Securities, 401k, Sales, Series 7, Investments, Life Insurance, Fixed Annuities, Banking, Microsoft Excel, Financial Analysis, Property & Casualty..., Liability, Asset Allocation, Term Life Insurance, Umbrella Insurance, Event Planning, Microsoft Office, Accounting, Project Management, Accounts Payable, Business Networking, Financial Accounting, Computer Proficiency, Human Resources, Variable Annuities, Wealth Management, Financial Services, Uniform Combined State..., Retirement Planning, Marketing, Finance, Series 65, Series 63, Fiduciary, IRAs, Networking
Education
University of Mississippi - School of Business Administration 2003 — 2008
Bachelors in Business Administration, Business Management
CCG Capital Investments, LLC January 2015 - Present
Natixis Global Asset Management March 2011 - September 2014
TD Ameritrade August 2006 - March 2011
Infinex Financial Group February 2006 - August 2006
Citizens Bank - Citizens Financial Services April 2002 - February 2006
Morgan Stanley January 2000 - April 2002
Paine Webber January 1997 - January 2000
UBS January 1997 - January 2000
Skills
Asset Management, Portfolio Management, Private Equity, Finance, Investment Management, Financial Advisory, Management, Sales, Series 7, Mutual Funds, Series 63, Investments, Financial Services, Wealth Management, Asset Allocation, Asset Managment, Funding, CRM, New Business Development, Securities, Alternative Investments, Equities, Retirement Planning, Strategic Planning, Relationship Management, Sales Management, Leadership, Fixed Income, Risk Management, Investment Advisory, Consulting
Education
University of Massachusetts, Amherst
Clarion Partners LLC 2008 - 2013
BlackRock 2005 - 2007
Natixis Global Asset Management 1999 - 2004
MetLife 1995 - 1999
Aetna 1985 - 1995
Education
aetna group school 1985 — 1985
The University of Connecticut School of Business
Bachelor of Science (BS) and MBA, Business Administration and Management, General
aetna group school
Michael Page July 2015 - Present
Cerulli Associates January 2015 - April 2015
Clark Capital Management Group August 2014 - November 2014
Natixis Global Asset Management July 2012 - July 2014
Vanguard May 2012 - July 2012
Vanguard September 2010 - May 2012
Merrill Lynch September 2009 - January 2010
Clark Capital Management Group, Inc. June 2008 - August 2008
Seton Hall University May 2008 - June 2008
International Fight League March 2008 - May 2008
Skills
Mutual Funds, Fixed Income, Alternative Investments, Wealth Management, Series 63, Asset Allocation, Series 7, Series 6, Microsoft Office, Sales, Public Speaking, Investor Relations, Marketing Strategy, Brand Management, Qualified Retirement..., Financial Services, Business Relationship..., Business Ethics, Equities, Investment Management, Asset Management, Problem Solving, Retirement Plan..., Rollovers, ETFs, Leadership, Options, Investments, Finance, Management
Education
Seton Hall University 2006 — 2010
Bachelor of Science, Business Administration (Concentration in Marketing & Management)
Minisink Valley HS 2002 — 2006
Natixis Global Asset Management September 2006 - Present
AIG SunAmerica 2004 - 2006
Eaton Vance 1999 - 2004
Skills
Mutual Funds, Alternative Investments, Series 7, Series 63, ETFs, Fixed Income, Investments, Equities, Asset Allocation, Securities, Financial Services, Separately Managed...
Education
SUNY Cortland 1995 — 1998
BS, Economics and Finance
Monticello High School 1990 — 1994
diploma
SunRaise Investments LLC May 2015 - Present
University of New Hampshire September 2014 - May 2015
SunRaise Investments llc September 2014 - May 2015
Atkins Investment Group June 2014 - May 2015
Atkins Investment Group June 2014 - May 2015
University of New Hampshire January 2014 - May 2015
The New Hampshire September 2011 - May 2015
Service Credit Union December 2014 - March 2015
Natixis Global Asset Management June 2014 - August 2014
Atkins Investment Group January 2014 - May 2014
Skills
Data Analysis, Time Management, Event Planning, Social Networking, Public Speaking, Leadership, PowerPoint, Microsoft Office, Microsoft Excel, Research, Microsoft Word, Customer Service, Fundraising, Financial Analysis, Project Management
Education
University of New Hampshire 2011 — 2015
Bachelor of Science (BS), Accounting and Entrepreneurial Studies
ConVal Regional High School 2007 — 2011
Natixis Global Asset Management June 2013 - Present
ATEL Capital Group June 2012 - May 2013
Arbor Advisors June 2011 - August 2011
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2012
Bachelor of Science, Business Administration, Cum Laude
CFA Institute
Passed Level III
Natixis Global Asset Management July 2014 - Present
Natixis Global Asset Management October 2011 - June 2014
Connelly Partners September 2010 - August 2011
Marketing Drive April 2009 - August 2010
Mullen June 2006 - March 2009
CerconeBrownCurtis May 2004 - November 2005
Skills
Digital Marketing, Social Media, Advertising, Strategy, CRM, Account Management, Web, Integrated Marketing, User Experience, Social Media Marketing, Online Marketing, Social Networking, Direct Marketing, Marketing Communications, Event Management, Public Relations, Direct Mail, Strategic Communications, Email Marketing, Marketing
Education
Roger Williams University 1998 — 2003
B.S., Marketing
Oracle May 2015 - Present
Oracle 2014 - May 2015
Mac + Lee 2013 - 2013
Natixis Global Asset Management June 2012 - August 2012
SLU Alumni Fundraiser September 2010 - October 2011
Skills
Social Media, Sports, Economics, Research, Statistics, PowerPoint, Microsoft Office, Microsoft Excel, Public Speaking, Microsoft Word, Higher Education, Qualitative Research, Salesforce.com, Spanish
Education
St. Lawrence University (SLU) 2010 — 2014
Bachelor of Arts, Economics
St. Lawrence University
Natixis Global Asset Management July 2010 - Present
Insight Capital Research & Management August 1993 - July 2010
Skills
Options, Asset Management, Portfolio Management, Investments, Series 63, Microsoft Office, Financial Markets, Trading, Equities, Trading Systems, Equity Trading, Due Diligence, Derivatives, Electronic Trading, Hedge Funds, Research, Account Management, ETFs, Asset Allocation, Mutual Funds, Investment Advisory, Technical Analysis
Education
University of Nevada-Las Vegas 1989 — 1993
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Natixis Global Asset Management June 2015 - Present
University of New Hampshire Athletics September 2014 - May 2015
Richardson's Ice Cream February 2009 - May 2015
Natixis Global Asset Management June 2014 - August 2014
The New Hampshire January 2014 - April 2014
Natixis Global Asset Management June 2013 - August 2013
Franklin Pierce University Post Office January 2012 - December 2012
Skills
Customer Service, Leadership, Microsoft Office, Team Building, Cash Register, Social Media, Event Planning, Digital Photography, PowerPoint, Social Networking, Marketing
Education
University of New Hampshire 2013 — 2015
Bachelor’s Degree, Communication, 3.57
Franklin Pierce University 2011 — 2012
Natixis Global Asset Management March 2011 - Present
Natixis Global Asset Management October 2006 - March 2011
State Street August 2004 - August 2006
Skills
Team Leadership, Marketing Communications, Marketing, Public Relations, Project Management, Affiliate Relations, Social Media Marketing, Social Media, Corporate Communications, Marketing Strategy, Series 7, Digital Marketing, Internal Communications, Press Releases, Mutual Funds, Asset Management, Investments, Financial Services
Education
University of Massachusetts, Amherst 1999 — 2003
Bachelor of Arts (BA), Economics
Natixis Global Asset Management January 2014 - Present
MetLife Investors September 2005 - December 2013
Travelers Life & Annuity March 2004 - September 2005
Travelers Life & Annuity January 2002 - March 2004
Skills
Presentations, Sales, Qualifying Prospects, Variable Annuities, Mutual Funds, ETFs, Insurance, Asset Allocation, Risk Management, Stock Market, Series 7, Series 6, Series 63, series 26, Alternative Investments
Education
Tulane University - A.B. Freeman School of Business 1995 — 1999
Bachelor of Arts, Marketing
Natixis Global Asset Management May 2000 - Present
Education
Syracuse University
Oracle September 2014 - Present
Oracle April 2013 - Present
Bowditch & Dewey, LLP November 2012 - April 2013
Investor Advocacy Clinic August 2011 - May 2012
Natixis Global Asset Management January 2011 - May 2011
Skills
Corporate Law, Commercial Litigation, Contract Management, Contract Law, Contractual Agreements, Contract Negotiation, Securities Regulation, Litigation, Arbitration, Civil Litigation, Licensing
Education
Suffolk University Law School 2009 — 2012
Doctor of Law (J.D.), Business and Financial Services Law
Silicon Valley Bank January 2014 - Present
Natixis Global Asset Management February 2011 - January 2014
Brown Brothers Harriman October 2009 - February 2011
Skills
Equities, Bloomberg, Alternative Investments, Asset Allocation, Series 7, Fixed Income, Mutual Funds, Investments, Hedge Funds, Asset Management, Financial Modeling, Valuation, Portfolio Management, Series 63, Capital Markets, Financial Analysis, Securities, Private Equity, Wealth Management, Investment Strategies
Education
Tufts University 2005 — 2009
B.A, Economics
Natixis Global Asset Management April 2005 - Present
Skills
Financial Services, Digital Marketing, CRM, Account Management, Social Media Marketing, Marketing Communications, Social Media, Asset Management, Microsoft Office
Education
University of Massachusetts Boston
Bachelor of Science in Business Administration, Marketing
Natixis Global Asset Management June 2014 - Present
Natixis Global Associates November 2008 - Present
Wachovia, A Wells Fargo Company 2006 - 2008
Pioneer Financial Group June 2005 - February 2006
Skills
Fixed Income, Investments, Mutual Funds, Sales Presentations, Equities, Finance, Financial Advisory, CRM, Management, Series 7, Series 63, Alternative Investments, Asset Allocation, ETFs, Wealth Management, Investment Strategies, Series 6, Asset Management, Securities
Education
University of Massachusetts, Amherst 2000 — 2005
Bachelor of Arts (B.A.), Economics
Natixis Global Asset Management October 2013 - Present
Natixis Global Asset Management February 2010 - September 2013
Natixis Global Associates 2008 - February 2010
Dion Money Management June 2006 - June 2008
Skills
Series 7, Investments, Alternative Investments, Wealth Management, Financial Services, Mutual Funds, Asset Managment, Equities, Securities, Series 63, Asset Allocation, Hedge Funds, Fixed Income, Investment Strategies, Investment Advisory, Sales Presentations, ETFs, Investment Management, Financial Advisory, Capital Markets, Separately Managed..., Financial Markets, FINRA, Bonds, Retirement, Asset Management
Education
The George Washington University
BS, Political Science
Natixis Global Asset Management December 2014 - January 2015
Natixis Global Asset Management March 2012 - December 2014
Law Office of Annette Hines May 2011 - February 2012
Franklin Templeton Investments April 2008 - April 2011
Franklin Templeton Investments May 2007 - March 2008
Franklin Templeton Investments September 2006 - April 2007
Morgan Stanley Smith Barney January 2006 - September 2006
Housing Opportunity Group May 2005 - September 2005
Sodexho Campus Services September 2004 - May 2005
Stavis Seafoods May 1998 - September 2004
Skills
Series 7, Series 63, Separately Managed..., AIF, FINRA, Financial Advisory, Bloomberg, Uniform Combined State..., Series 24, Retirement, ETFs, Asset Management, Equities, Financial Services, Portfolio Management, Series 6, Alternative Investments, Investment Advisory, Series 65, Fixed Annuities, Fixed Income, Wealth Management
Education
University of Tampa - John H. Sykes College of Business 2003 — 2006
Bachelor of Science (B.S.), Finance, 3.49 GPA
Salve Regina University 2002 — 2003
Natixis Global Asset Management January 2013 - Present
Natixis Global Asset Management January 2012 - January 2013
Natixis Global Asset Management September 2007 - January 2012
Natixis Global Asset Management March 2007 - September 2007
Bear Stearns February 2006 - March 2007
The Cypress Group May 2005 - December 2005
Skills
Series 7, Series 63, AIF, Asset Management, Mutual Funds, Alternative Investments, Fixed Income, Asset Allocation
Education
University of Denver 2000 — 2004
BA, Journalism
Belmont Hill School 1995 — 2000
Natixis Global Asset Management March 2015 - Present
Fidelity Capital Markets August 2011 - March 2015
State Street May 2008 - July 2011
State Street Corporation June 2006 - May 2008
Brown Brothers Harriman & Co May 2004 - May 2006
State Street Corporation August 2003 - May 2004
Skills
Series 7, Operational Risk..., Prime Brokerage, Capital Markets
Education
Trinity College-Hartford 1999 — 2003
B.A., Political Science
Boston College High School 1995 — 1999
University of Galway
Natixis Global Asset Management May 2012 - Present
Natixis Global Asset Management January 2012 - April 2012
Natixis Global Associates September 2010 - December 2011
Citizens Bank June 2008 - September 2010
Cosi March 2004 - June 2008
Cutter & Buck March 2001 - February 2003
FAA Engineering and Electrical Services August 1998 - June 2000
Edelnor February 1995 - May 1998
Skills
Investments, Mutual Funds, Asset Management, Retail, Excel, Outlook, Vendor Management, Microsoft Excel, Alternative Investments, Financial Services, Asset Allocation, Series 7, Asset Managment, Financial Markets, Management, Strategy, Fixed Income
Education
Universidad Ricardo Palma 1987 — 1994
Bachelor, Electronic Engineering
Natixis Global Asset Management June 2009 - Present
Columbia Management July 2005 - May 2009
Morgan Stanley January 2005 - January 2006
Skills
Investments, Equities, Hedge Funds, Series 63, Financial Advisory, ETFs, Investment Strategies, Mutual Funds, Finance, Relationship Management, Financial Markets, Insurance, Series 7, CRM, Leadership, Separately Managed..., Wealth Management, Financial Services, Retirement Planning, 401k, Alternative Investments, Fixed Annuities, Uniform Combined State..., Fixed Income, FINRA, Financial Planners, Investment Management, Series 6, Asset Allocation, Portfolio Management, Series 65, Asset Management, Investment Advisory, Series 24, IRAs, Bloomberg, Securities, Financial Analysis, Retirement, Sales Management, Salesforce.com, Strategic Financial..., Capital Markets, Estate Planning
Education
University of Massachusetts Lowell 2002 — 2004
BA, Business
Milford Academy 1998 — 1999
PG
Cerulli Associates March 2014 - Present
Natixis Global Asset Management September 2012 - March 2014
Standish Mellon Asset Management January 2010 - September 2012
The Boston Company Asset Management May 2006 - December 2009
Fidelity Investments May 2005 - May 2006
Wells Fargo Financial June 2004 - May 2005
Skills
Bloomberg, Mutual Funds, Fixed Income, Equities, Investments, Trading, Series 7, Financial Modeling, Securities, Financial Analysis, Asset Allocation, Hedge Funds, Portfolio Management, Asset Managment, Alternative Investments, Relationship Management, Morningstar Direct
Education
Suffolk University - Sawyer Business School 2008 — 2011
MBA, Business Administration/Finance
Bryant College 2000 — 2004
Bachelor of Science, Business Administration
Natixis Global Asset Management June 2007 - Present
MFS Investment Management January 2003 - June 2007
Skills
Mutual Funds, Asset Management, Series 7, Investments, Customer Relations, Customer Service, Asset Managment, Asset Allocation, Series 63, Alternative Investments, ETFs, Series 6, Investment Strategies, Uniform Combined State..., Financial Services, Wealth Management
Education
University of Massachusetts, Amherst 1995 — 1997
BA, English Literature
Assumption College 1993 — 1995
SHS
SHS
Natixis Global Asset Management September 2013 - Present
Natixis Global Asset Management April 2012 - September 2013
Children's Hospital Boston May 2010 - April 2012
Conventures, Inc. January 2010 - May 2010
Longwood Orthopedic Association 2007 - 2010
Dunkin' Brands May 2008 - September 2008
Skills
Event Planning, Management, Social Media, Event Management, Social Networking, Meeting Planning, Conference Coordination, Marketing, Microsoft Office
Education
Stonehill College 2006 — 2010
Bachelor of Science, Communications, Business
Natixis Global Asset Management May 2014 - Present
Natixis Global Asset Management May 2013 - May 2014
MFS Investment Management January 2011 - May 2013
MFS Investment Management January 2007 - December 2010
MFS Investment Management 2005 - 2007
Skills
Accounting, Forecasting, Account Reconciliation, Asset Management, Budgets, Analysis, Financial Accounting, Finance, Mutual Funds, Financial Analysis, Essbase, PeopleSoft, Asset Managment, Financial Reporting, Microsoft Excel, Separately Managed..., Separate Accounts, Payroll, Sales Commissions, Revport, Epicor
Education
Suffolk University - Sawyer Business School 2004 — 2008
MS, Accounting
Saint Anselm College 1996 — 2000
BA, Biology
Natixis Global Asset Management July 2015 - Present
Natixis Global Asset Management January 2014 - June 2015
State Street January 2013 - January 2014
Boston Youth Fund June 2008 - December 2012
Saint Joseph's College of Maine September 2010 - May 2011
Saint Joseph's College of Maine October 2009 - November 2010
ARAMARK @ Fenway Park May 2008 - August 2010
ARAMARK Refreshment Services April 2006 - April 2007
Skills
Business Strategy, Account Management, Recruiting, Teamwork, Time Management, Business Development, Operations Management, Marketing, Project Management, Management, Strategic Planning, Marketing Strategy, Social Media Marketing, Training, Public Speaking, Community Outreach, Customer Service, Communication, Event Management
Education
Curry College 2012 — 2013
Master's Degree, Business Administration
St. Joseph's College 2007 — 2011
Bachelors, Business Managment
Fontbonne Academy 2003 — 2007
High School
SnagaStool LLC January 2015 - May 2015
Suffolk University September 2011 - May 2015
Natixis Global Asset Management June 2012 - July 2012
ABM Industries June 2011 - July 2011
Skills
Easily Adaptable, Trusting Relationships, Business Understanding, Strategy, Entrepreneurship, Start-ups, Finance, Sales, Time Management, Financial Accounting, Positive Personality, Committed to..., Patience, Determination, Enthusiasm to learn, Works well in a team, Customer Service, PowerPoint, Public Speaking
Education
Suffolk University 2011 — 2015
Bachelor's degree, Entrepreneurship with a finance minor
Universal American School of Dubai 2005 — 2011
International Baccalaureate - Certificate, Business Administration and Management, General
Lycée George Pompidou 1998 — 2005
Natixis Global Asset Management June 2001 - Present
Scudder Investments 1998 - 2001
Fidelity Investments 1994 - 1998
Skills
Mutual Funds, Asset Managment, Alternative Investments, Marketing Strategy, Analysis, Management, Due Diligence, Strategy, Portfolio Management, Asset Management, Investment Management, Financial Services, Equities, Mergers & Acquisitions, Investments, Investment Strategies, Investment Advisory
Education
University College Dublin 1992 — 1993
MA, Irish Literature and Drama
Saint Anselm College 1988 — 1992
BA, Liberal Studies in the Great Books
Trinity College, Dublin 1990 — 1991
Natixis Global Asset Management January 2015 - Present
Natixis Global Asset Management January 2013 - December 2014
Natixis Global Asset Management August 2008 - January 2013
Columbia Management May 2006 - August 2008
State Street Global Markets 2004 - 2005
Putnam 2000 - 2004
Skills
CAIA, Hedge Funds, Private Equity, Series 3, Series 7, Series 66, Alternative Investments, Wealth Management, Securities, Structured Products, Asset Managment, Derivatives, Due Diligence, Investment Management, Financial Services, Capital Markets
Education
University of Southern Maine 1994 — 2000
Bachelor of Arts (B.A.), English Literature
Rochester Institute of Technology 1992 — 1993
Computer Engineering
NexGen Financial Limited Partnership May 2015 - Present
Natixis Global Asset Management August 2002 - Present
Sigma Phi Epsilon June 1999 - May 2002
Skills
Mutual Funds, Series 7, Series 63, Public Speaking, Microsoft Office, Investments, Leadership, Asset Management, Asset Allocation, Alternative Investments, Portfolio Management, Securities, Series 6, Wealth Management
Education
University of Connecticut 1995 — 1999
Bachelor of Science, Accounting
Pomperaug High School 1991 — 1995
TFA International January 2014 - Present
Natixis Global Asset Management March 2010 - May 2013
Pioneer Investments 2006 - 2008
MFS Investment Management April 1995 - October 2006
Education
Saint Anselm College
Bachelor of Arts (B.A.), Business Administration and Management, General
Natixis Global Asset Management October 2009 - Present
Natixis Global Asset Management December 2008 - September 2009
Natixis Global Asset Management July 2006 - November 2007
Skills
Series 7, Mutual Funds, Series 63, Alternative Investments, Asset Allocation, Separately Managed..., Asset Management, ETFs, Investments, Series 6, Fixed Income, Securities
Education
Saint Michael's College
Franklin Templeton Investments October 2012 - Present
Northern Trust June 2010 - October 2012
Natixis Global Asset Management October 2006 - May 2010
Amegy Bank June 2004 - June 2006
Skills
Investments, Asset Allocation
Education
Trinity University 2001 — 2004
2004Bachelor
American Century Investments June 2012 - May 2015
NATIXIS GLOBAL ASSET MANAGEMENT May 2011 - April 2012
Fidelity Investments June 2010 - April 2011
Dallas Mavericks November 2009 - December 2009
Boston Celtics May 2009 - August 2009
SMU Public Relations Student Society of America Board April 2008 - April 2009
Southern Methodist University's Sports Marketing Department August 2007 - May 2008
Skills
CRM, Marketing, Advertising, Sales
Education
Southern Methodist University 2006 — 2010
Bachelor of Arts, Corporate Communications and Public Affairs, Advertising, Spanish
Fundtech October 2014 - Present
Wetherby Asset Management March 2014 - April 2014
Fiserv December 2010 - August 2013
Ralph Lauren October 2008 - November 2010
Natixis Global Asset Management August 2004 - April 2008
Charles Schwab February 2004 - July 2004
APL Consulting Services March 2001 - January 2004
Sutro & Co April 1999 - March 2001
NationsBanc Montgomery Securities January 1999 - March 1999
Federal Reserve Bank September 1998 - December 1998
Skills
Security APL, Separately Managed..., Unified Managed Accounts, Money Management, Account Management, Salesforce.com, Relationship Management, CRM, Financial Services, Risk Management, Portfolio Management, Project Portfolio..., Business Requirements, Business Strategy, Asset Management, Business Process..., Trading Systems, Product Management, Process Improvement, Internal Audit, Bloomberg, Leadership, Business Process, Sales Management, Visio, Securities, Mutual Funds, Series 63, Analytics, Executive Management, Wealth Management, Cross-functional Team..., Auditing, Trading, Strategic Planning, Equities, Accounting, SDLC, Financial Analysis, Loans, Fixed Income, Management, Investments, Business Intelligence, Finance, Sales, Requirements Gathering, Time Management, Business Development, Analysis
Education
Santa Clara University
Bachelor of Science, Finance
Natixis Global Asset Management February 2015 - Present
Ascend Realty Group February 2013 - Present
Skills
Email Marketing, Salesforce.com, Direct Marketing, Digital Marketing, PowerPoint, Online Marketing, SEO, Real Estate Transactions, Real Estate, Rental Real Estate, Customer Satisfaction, Advertising, Public Relations, Digital Media, Market Research, Social Media Marketing, Strategic Partnerships, Marketing Communications, Marketing, Sales, Online Advertising, Management
Education
Suffolk University
BSBA
Plymouth South High School
University of Hartford
GMO February 2015 - Present
State Street Global Advisors August 2014 - February 2015
Natixis Global Asset Management February 2014 - July 2014
Aceto, Bonner & Prager, P.C. May 2013 - February 2014
Zolio Investment Management September 2013 - November 2013
Office of Consumer Affairs and Business Regulation May 2013 - August 2013
Massachusetts District Court June 2012 - August 2012
Suffolk University Law School Professor Frank Cooper June 2012 - August 2012
State Street Corporation/Investors Bank and Trust July 2009 - July 2011
iProducts Group September 2007 - July 2009
Skills
Financial Reporting, LexisNexis, Westlaw, fluent in Spanish, Intellectual Property, PowerPoint, Legal Research, Civil Litigation, Criminal Law, Research, Arbitration, Litigation, Lexis, Legal Writing, Trials, Corporate Tax, Microsoft Excel, Corporate Finance
Education
Suffolk University Law School 2011 — 2014
Juris Doctor (J.D.), Business Law and Financial Services Concentration with Distinction, cum laude
Salem State College 2003 — 2007
B.A, Business management; economics minor
Revere High School 1999 — 2003
Natixis Global Asset Management January 2011 - Present
Morgan Stanley March 2010 - December 2010
JP Morgan Chase December 2008 - February 2010
Larsen & Toubro Infotech May 2004 - August 2008
Skills
SDLC, Informatica, Data Warehousing, Oracle, ETL, DB2, Data Modeling, PL/SQL, Sybase, Business Objects, Data Warehouse..., Unix, Requirements Gathering, Unix Shell Scripting, Requirements Analysis, SQL
Education
University of Madras 2000 — 2004
BE, ECE
Natixis Global Asset Management August 2014 - Present
Fidelity Investments April 2013 - August 2014
Edward Jones Investments November 2011 - July 2012
First Savings Bank Northwest February 2011 - November 2011
First Savings Bank Northwest May 2010 - February 2011
Pacific Science Center September 2008 - May 2010
Skills
Series 7, Series 66, Banking, Finance, Leadership, Training, Public Speaking, Credit, Equities, Microsoft Office, Investments, Time Management, Financial Risk, Life Insurance, Customer Service, Financial Analysis, Microsoft Excel
Education
The College of Wooster 2004 — 2008
BA, Speech Communication and Rhetoric
Vashon High School 2002 — 2004
Diploma, General Studies
Natixis Global Asset Management January 2015 - Present
Natixis Global Asset Management April 2012 - December 2014
Citi February 2012 - April 2012
Citibank August 2010 - February 2012
Citibank October 2008 - March 2011
Marriott International July 2007 - September 2008
Mi Casita Restaurant May 2001 - October 2005
Skills
Microsoft Word, PowerPoint, Outlook, Microsoft Excel, Customer Service, Spanish, English, Brazilian Portuguese, Banking, Microsoft Office, Problem Solving, Teamwork, Credit, Customer Relations, Compliance, Series 7, Mutual Funds, Investments, Asset Managment, Financial Analysis, Sales, Fixed Income, Customer Support, Securities, Mortgage Lending, Asset Management, Loans, FINRA, Equities, Retail Banking, Financial Services, Wealth Management, Retirement Planning, Investment Strategies
Education
University of Phoenix 2008 — 2010
MBA, Global Management
University of Puerto Rico 2002 — 2006
BBA, Finance
Colegio La Piedad 1998 — 2002
High School, General
Natixis Global Asset Management June 2012 - Present
Putnam Investments September 2010 - June 2012
Carpe Diem Sales & Marketing August 2008 - September 2010
New England Patriots 2007 - 2008
Skills
Marketing Strategy, Salesforce.com, Sales, Customer Service, Marketing, PowerPoint, Email Marketing, Social Media Marketing, Account Management, Direct Marketing, Microsoft Excel, Social Media, Microsoft Word
Education
University of Central Florida - College of Business Administration 2004 — 2008
BSBA, Marketing
Kennebunk High School 2000 — 2004
Natixis Global Asset Management February 2010 - Present
Natixis Global Associates November 2004 - February 2010
Boston Capital August 2002 - November 2004
Scudder Investments February 2000 - May 2002
Skills
Investments, Management, Sales, Retirement, Sales Operations, Financial Advisory, Budgets, Team Leadership, Series 7, Mutual Funds, Series 63, Alternative Investments, Asset Allocation, Asset Management, Fixed Income
Education
Southern New Hampshire University 2014 — 2016
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies and Small Business
University of Massachusetts Boston 1994 — 1999
BS, Economics
situate high school
Natixis Global Asset Management May 2013 - Present
Natixis Global Asset Management January 2008 - May 2013
Natixis Global Associates 2001 - 2007
Liberty Funds Distributors (Now Columbia Funds) 1999 - 2001
Fidelity Investments Institutional Services 1998 - 1999
ReeveDrake Advertising 1996 - 1998
Corporate Design Foundation 1995 - 1996
Arnold Public Relations 1994 - 1995
Caravan for Commuters 1987 - 1994
Skills
Mutual Funds, Alternative Investments, Asset Management, Asset Allocation, Financial Services, Equities, Wealth Management, Hedge Funds, Investments, Fixed Income, Series 6, Financial Markets, Series 24, Investment Management, Corporate Communications, Series 7, FINRA, Relationship Management, Investment Strategies, ETFs, Series 63, Retirement, Editorial, Portfolio Management, 401k, Investor Relations, Securities, Investment Advisory
Education
Suffolk University 1981 — 1985
BS, Journalism and Marketing
Natixis Global Asset Management October 2011 - Present
Bay Area News Group September 2010 - Present
First Republic Investment Management November 2007 - October 2011
Morgan Hill Times November 2005 - July 2006
Oakland Tribune January 2005 - June 2006
Macy's West September 2002 - July 2004
Skills
Editing, Newspapers, Journalism, Copy Editing, Press Releases, Sports Writing, Editorial, Online Journalism, AP Style, Page Design, Financial Reporting, Digital Journalism, Interview Skills, Cosmetics, Product Marketing, Newsletters, News Writing, Creative Writing, Breaking News, Freelance Writing, Fact-checking, Web Editing, Public Speaking, Investigative Reporting, Interviews, Web Content, Storytelling, Feature Articles, Proofreading, Web Content Management, Content Strategy, QuarkXPress, Multimedia, Sales, Headline Writing, Online Publishing, Customer Service, Microsoft Office, Writing, Media Relations, Series 7
Education
San Francisco State University 2001 — 2004
B.A., Journalism
Santa Rosa Junior College 1998 — 2000
Associate of Arts (A.A.), General
Societe Generale July 2013 - June 2015
Natixis Global Asset Management April 2013 - June 2013
State Street Global Markets February 2010 - June 2012
State Street July 2009 - August 2010
PMFM, inc January 2006 - August 2007
Skills
Bloomberg, Equities, Capital Markets, Financial Modeling, Microsoft Excel, Social Media, Foreign Exchange, Excel, Bartending, Project Management, Account Management, Digital Marketing, Brand to Retailer..., Social Media Marketing, Portfolio Management, Investments, Hedge Funds, CRM
Education
The University of Georgia 2005 — 2009
Bachelor of Business Administration, Finance
Hingham High School 2002 — 2005
Natixis Global Asset Management May 2014 - Present
Natixis Global Asset Management February 2012 - May 2014
Brown Brothers Harriman January 2009 - February 2012
Brown Brothers Harriman May 2008 - January 2009
Skills
Mutual Funds, Securities, Fund Accounting, Bloomberg, Derivatives, Financial Reporting, Financial Services, Asset Managment, SEC filings, Valuation, Risk Management, Accounting, Financial Statements, Microsoft Excel
Education
Saint Anselm College 2004 — 2008
Bachelor of Arts (BA), Business
Natixis Global Asset Management January 2014 - Present
Principal Funds July 2005 - January 2014
WM Group of Funds 2005 - 2007
Lincoln Financial Distributors 2004 - 2005
Education
University of California, Berkeley, Haas School of Business
CIMA
Liberty Mutual Insurance May 2015 - Present
Natixis Global Asset Management March 2013 - May 2015
Ameriprise Financial Services, Inc. April 2011 - March 2013
Harvard Business School January 2011 - April 2011
University at Buffalo December 2008 - December 2009
Safety Insurance Company September 2003 - September 2005
Skills
Data Analysis, PowerPoint, Business Analysis, Access, Microsoft Excel, Finance, Microsoft Office, Financial Analysis, Customer Service, Microsoft SQL Server, Business Objects, Toad, Experienced Business..., User Acceptance Testing, Quality Center, Longview, Charles River IMS, Navigators, Lotus Notes, Windows Vista, Windows XP Pro, Windows 7, Forecasting, Management, Data Quality, Analysis, Requirements Analysis
Education
State University of New York at Buffalo - School of Management 2007 — 2010
Business Adminstration, Finance, Management Information Systems
Natixis Global Asset Management October 2013 - Present
Natixis Global Asset Management October 2012 - October 2013
Guardian Investor Services, LLC May 2010 - October 2012
The Guardian Annuities & RS Funds November 2009 - May 2010
JPMorgan Chase June 2009 - November 2009
Hutchison Landscaping, Inc May 2004 - November 2009
Ameriprise Financial January 2008 - May 2008
Education
Saint Anselm College 2005 — 2009
Financial Economics
Saint Anselm College
Bachelor of Arts, Financial Economics
Natixis Global Asset Management July 2015 - Present
MFS Investment Management June 2011 - June 2015
BlackRock September 2008 - June 2011
BlackRock June 2007 - September 2008
Anheuser-Busch August 2003 - May 2007
Skills
Series 7, Series 63, Mutual Funds, Series 6, Alternative Investments, Investments, Finance, Management, Equities, Securities, Fixed Income, Asset Allocation, Sales, Financial Services
Education
Stonehill College 2003 — 2007
Bachelor of Science (BS), Business Management
Franklin Templeton Investments June 2014 - Present
Natixis Global Asset Management January 2013 - August 2013
Natixis Global Asset Management January 2010 - December 2012
Natixis Global Asset Management June 2007 - December 2011
Putnam Investments March 1992 - June 2007
Skills
Alternative Investments, Mutual Funds, Series 63, Investments, Series 7, Asset Management, ETFs, Equities, Fixed Income, Retirement, Financial Advisory, Asset Allocation, Fixed Annuities, Portfolio Management, Investment Strategies
Education
University of Massachusetts, Amherst 1987 — 1991
BA, Philosophy and Legal Studies
Boston College High School 1983 — 1987
Natixis Global Asset Management September 2012 - Present
State Street March 2008 - October 2012
MFS Investment Management September 2000 - March 2008
Skills
Series 7, Series 24, Series 63, Compliance Management, Code of Ethics
Education
University of Massachusetts, Amherst 1993 — 1997
BA, Finance
Natixis Global Asset Management September 2011 - Present
Natixis Global Associates May 2008 - September 2011
Natixis Global Associates September 2006 - May 2008
Natixis Global Associates February 2005 - September 2006
IXIS Asset Management Services Company March 2004 - March 2005
Education
Saint Anselm College
Bachelor of Arts, Business, French
Natixis Global Asset Management January 2015 - Present
Putnam Investments June 2013 - January 2015
Putnam Investments January 2013 - June 2013
Morgan Stanley Smith Barney March 2012 - November 2012
Suffolk University September 2011 - March 2012
Skills
SQL, Microsoft Office, SAP BI/BW, Data Mining, SPSS, PowerPoint, Microsoft Excel, Microsoft Word, Leadership, Data Analysis, Financial Analysis, Access, Financial Modeling, Marketing Research, Statistics, Stata
Education
Suffolk University - Sawyer School of Management 2009 — 2012
BSBA, Finance
Revere High School 2005 — 2009
Natixis Global Asset Management February 2014 - Present
Skills
Mutual Funds, Alternative Investments, Public Speaking, Bloomberg, Financial Analysis, Social Media
Education
The Catholic University of America 2006 — 2010
Bachelor of Arts and Sciences, Finance
St. Sebastian's School 2002 — 2006
High School
Natixis Global Asset Management October 2012 - Present
State Street Bank September 2010 - September 2012
Skills
Equities, Bloomberg, Financial Analysis, Fixed Income, Financial Modeling, Business Valuation, Alternative Investments, Mutual Funds, Asset Allocation, Portfolio Management, Derivatives, Investments, Asset Management, Microsoft Excel, Finance, Equity Research
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2006 — 2010
Finance, Business
CFA Institute
University of New Hampshire
Morgan Stanley October 2014 - Present
Natixis Global Asset Management February 2012 - September 2014
Morgan Stanley Wealth Management January 2010 - February 2012
Citi January 2009 - January 2010
Citi August 2007 - January 2009
Citi May 2006 - July 2007
Skills
Alternative Investments, Series 63, Asset Managment, Series 7, Series 65, Portfolio Management, Asset Management, Investment Advisory, Separately Managed..., Asset Allocation, Investments, Mutual Funds, Equities, ETFs, Fixed Income, Hedge Funds, Wealth Management, Uniform Combined State..., Retirement Planning, Securities, Investment Strategies
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2002 — 2006
Bachelor of Science (B.S.), Finance, General
Natixis Global Asset Management 2012 - 2012
Education
University of Massachusetts Boston 2010 — 2012
Bloc, Inc. March 2015 - Present
Dev Bootcamp April 2014 - Present
1 Mainstream September 2014 - February 2015
Keas December 2012 - December 2013
Natixis Global Asset Management January 2012 - September 2012
Skills
Ruby, Ruby on Rails, JavaScript, Test Driven Development, Sinatra, CSS, HTML, SQL, Python, Computer Hardware, Computer Repair, OS X, Web Development
Education
Dev Bootcamp 2014 — 2014
UC Berkeley 2006 — 2011
Bachelor of Arts (B.A.), Physical and Biological Anthropology, 3.6
Natixis Global Asset Management December 2011 - Present
KPMG LLP August 2007 - November 2011
Education
University of Delaware 2003 — 2007
Bachelor of Science (B.S.), Accounting
Natixis Global Asset Management September 1996 - Present
Education
University of New Hampshire
Federal Deposit Insurance Corporation (FDIC) June 2015 - Present
Natixis Global Asset Management January 2015 - May 2015
Berluti McLaughlin & Kutchin LLP January 2014 - August 2014
Lubin & Meyer, PC June 2013 - November 2013
Quincy District Court May 2013 - July 2013
Education
Suffolk University Law School 2012 — 2016
Suffolk University - Sawyer School of Management 2012 — 2016
Master of Business Administration (M.B.A.), 3.890/4.000
Suffolk University 2009 — 2012
Bachelor of Arts (B.A.), History, 3.975/4.000
Natixis Global Asset Management June 2014 - Present
John Hancock Financial Services December 2009 - June 2014
John Hancock Financial Services December 2009 - May 2012
John Hancock Financial Services June 2007 - December 2009
Education
Saint Anselm College 2003 — 2007