Natixis Global Associates
Description
Address: 1251 6th Ave # 34, New York, NY 10020 Phone: (212) 891-6100Category: Website: Place name: : : : : : : Hours: Website: https://www.natixis.com/natixis/jcms/j_6/en/home Category: Investment Bank Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Natixis Posting publicly on the Web Write a review Reviews Be the first to review
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Natixis Global Associates Employees
Employee
Years
Job
Industry
Rob Mast Rob Mast's Natixis Global Associates Experience December 2007 - November 2008
Job Marketing Strategy and Communications Expert
Industry Marketing and Advertising
Experience
Merrill Lynch July 2015 - Present
MastMedia Communications January 2009 - Present
US Trust February 2010 - June 2014
Concord/Carlisle Television January 2011 - January 2014
Natixis Global Associates December 2007 - November 2008
FundQuest 2006 - 2007
Bank of America July 2000 - January 2005
John Hancock Funds Inc June 1996 - July 2000
Published Image June 1995 - June 1996
Putnam Investments 1990 - 1995
Skills
Digital Marketing, Video Production, Film Production, Social Media Marketing, Marketing Strategy, Creative Development, Online Marketing, Marketing Communications, Social Media, Creative Direction, Digital Media, Video, Photography, Editing, Public Relations, Marketing, Publishing, Content Strategy, Digital Strategy, Marketing Management, Multimedia, Brand Management, Integrated Marketing
Education
Boston University 2008 — 2010
Filmmaking
Penn State University
Communications
Merrill Lynch July 2015 - Present
MastMedia Communications January 2009 - Present
US Trust February 2010 - June 2014
Concord/Carlisle Television January 2011 - January 2014
Natixis Global Associates December 2007 - November 2008
FundQuest 2006 - 2007
Bank of America July 2000 - January 2005
John Hancock Funds Inc June 1996 - July 2000
Published Image June 1995 - June 1996
Putnam Investments 1990 - 1995
Skills
Digital Marketing, Video Production, Film Production, Social Media Marketing, Marketing Strategy, Creative Development, Online Marketing, Marketing Communications, Social Media, Creative Direction, Digital Media, Video, Photography, Editing, Public Relations, Marketing, Publishing, Content Strategy, Digital Strategy, Marketing Management, Multimedia, Brand Management, Integrated Marketing
Education
Boston University 2008 — 2010
Filmmaking
Penn State University
Communications
Don T. Camillo Don T. Camillo's Natixis Global Associates Experience November 2007 - December 2009
Job Principal at NewCap Partners
Industry Financial Services
Experience
NewCap Partners January 2013 - Present
Various Companies January 2010 - Present
Natixis Global Associates November 2007 - December 2009
Charles Schwab April 2007 - November 2007
TTT Moneycorp / Moneycorp Markets June 2006 - March 2007
GLG Council of Advisors April 2005 - March 2007
BrokerageAmerica, Inc. November 2000 - April 2005
Credit Suisse First Boston October 1999 - October 2000
E*Trade February 1996 - September 1999
Fidelity Investments 1991 - 1996
Skills
Mergers, Valuation, Financial Modeling, Trading, Private Equity, Structuring, Integration, Equities, Risk Management, Portfolio Management, Business Strategy, Restructuring, Venture Capital, Asset Management, Capital Markets, Compliance, Investments, Start-ups, Funding, Corporate Finance, Financial Analysis, Business Planning, Due Diligence, Change Management, Management Consulting, Investment Banking, Strategic Planning, Negotiation, Financial Markets, Financial Management, Derivatives, Executive Management, FX, Forecasting, Planning, Corporate Development, Series 7, Deal Structuring, Contract Negotiation, Private Placements, Securities, Project Planning, Operations Management, New Business Development, FX Options, Strategy, Managerial Finance, Fixed Income, Financial Risk, Options
Education
Southern Methodist University 1986 — 1990
B.A., Economics
John L. Miller Great Neck North High School
NewCap Partners January 2013 - Present
Various Companies January 2010 - Present
Natixis Global Associates November 2007 - December 2009
Charles Schwab April 2007 - November 2007
TTT Moneycorp / Moneycorp Markets June 2006 - March 2007
GLG Council of Advisors April 2005 - March 2007
BrokerageAmerica, Inc. November 2000 - April 2005
Credit Suisse First Boston October 1999 - October 2000
E*Trade February 1996 - September 1999
Fidelity Investments 1991 - 1996
Skills
Mergers, Valuation, Financial Modeling, Trading, Private Equity, Structuring, Integration, Equities, Risk Management, Portfolio Management, Business Strategy, Restructuring, Venture Capital, Asset Management, Capital Markets, Compliance, Investments, Start-ups, Funding, Corporate Finance, Financial Analysis, Business Planning, Due Diligence, Change Management, Management Consulting, Investment Banking, Strategic Planning, Negotiation, Financial Markets, Financial Management, Derivatives, Executive Management, FX, Forecasting, Planning, Corporate Development, Series 7, Deal Structuring, Contract Negotiation, Private Placements, Securities, Project Planning, Operations Management, New Business Development, FX Options, Strategy, Managerial Finance, Fixed Income, Financial Risk, Options
Education
Southern Methodist University 1986 — 1990
B.A., Economics
John L. Miller Great Neck North High School
Willie Vazquez's Natixis Global Associates Experience February 2013 - Present
Job VP National Sales Management
Industry Investment Banking
Experience
Natixis Global Associates February 2013 - Present
Natixis March 2008 - February 2013
Countrywide Home Loans March 2004 - March 2008
Skills
Series 7, Series 6, Series 63, Investment Properties
Education
Bridgewater State College 1996 — 2000
Bachelors Degree, Business Finance
Natixis Global Associates February 2013 - Present
Natixis March 2008 - February 2013
Countrywide Home Loans March 2004 - March 2008
Skills
Series 7, Series 6, Series 63, Investment Properties
Education
Bridgewater State College 1996 — 2000
Bachelors Degree, Business Finance
Jeffrey Norton, CAIA, CIMA Jeffrey Norton, CAIA, CIMA's Natixis Global Associates Experience August 2008 - March 2010
Job Assistant Vice President, Senior Marketing Manager at Eaton Vance
Industry Financial Services
Experience
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
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
Frank Maselli Frank Maselli's Natixis Global Associates Experience 1996 - 2006
Job Epic Speaker, BestSelling Author, Sales Management Expert, Coach and Certified Kolbe Consultant
Industry Financial Services
Experience
The Frank Maselli Company, Inc. May 2006 - Present
Natixis Global Associates 1996 - 2006
Denver Investment Advisors 1996 - 1997
PaineWebber (now UBS) May 1986 - May 1996
Dean Witter Reynolds Inc. 1983 - 1986
Dean Witter Reynolds Inc. 1983 - 1986
Skills
Public Speaking, Referrals, Financial Markets, Sales Management, Sales Process, Wholesaling, Sales Presentations, Presentation Development, Group Presentations, Seminars, Seminar Presentations, Team Motivator, Kolbe Index, Prospecting, Investor / Advisor..., Marketing, Team Building, Mutual Funds, Financial Advisory, Sales, New Business Development, Selling, Wholesale, Management, Retirement, Investments, Qualifying Prospects, IRAs, Fixed Annuities, CRM, 401k, Strategic Financial..., Coaching, Wealth Management, Insurance, Consulting
Education
University of Maryland - Robert H. Smith School of Business 1978 — 1982
Master of Business Administration (MBA), Organizational Leadership
Lafayette College 1974 — 1978
BA, Biology
The Frank Maselli Company, Inc. May 2006 - Present
Natixis Global Associates 1996 - 2006
Denver Investment Advisors 1996 - 1997
PaineWebber (now UBS) May 1986 - May 1996
Dean Witter Reynolds Inc. 1983 - 1986
Dean Witter Reynolds Inc. 1983 - 1986
Skills
Public Speaking, Referrals, Financial Markets, Sales Management, Sales Process, Wholesaling, Sales Presentations, Presentation Development, Group Presentations, Seminars, Seminar Presentations, Team Motivator, Kolbe Index, Prospecting, Investor / Advisor..., Marketing, Team Building, Mutual Funds, Financial Advisory, Sales, New Business Development, Selling, Wholesale, Management, Retirement, Investments, Qualifying Prospects, IRAs, Fixed Annuities, CRM, 401k, Strategic Financial..., Coaching, Wealth Management, Insurance, Consulting
Education
University of Maryland - Robert H. Smith School of Business 1978 — 1982
Master of Business Administration (MBA), Organizational Leadership
Lafayette College 1974 — 1978
BA, Biology
Steven Kesler's Natixis Global Associates Experience January 2011 - July 2011
Job Research Analyst at Deloitte Digital
Industry Market Research
Experience
Deloitte Digital March 2015 - Present
Forrester Research June 2013 - February 2015
Northeastern University August 2010 - December 2012
Feinstein Kean Healthcare January 2012 - June 2012
Natixis Global Associates January 2011 - July 2011
Northeastern University January 2010 - June 2010
Skills
Research, Social Media, Press Releases, Social Networking, Leadership, Editing, Public Relations, Public Speaking, SEO, Writing, Data Analysis, Project Management, Marketing Communications, Journalism, Analyst Relations, Interviews, Adobe Creative Suite, Video Editing, Surveying, Microsoft Office, Event Planning, Marketing, Trend Analysis, Teamwork, Competition, Statistics, Mascot, Cooking, Jokes, Fantasy Baseball, Software Analysis, Content Development, Content Strategy, Newsletters, Internal Communications, Blogging, PowerPoint, Media Relations, Sports
Education
Northeastern University 2008 — 2013
Bachelor's degree, Journalism
Lake Stevens High School 2004 — 2008
Diploma
Deloitte Digital March 2015 - Present
Forrester Research June 2013 - February 2015
Northeastern University August 2010 - December 2012
Feinstein Kean Healthcare January 2012 - June 2012
Natixis Global Associates January 2011 - July 2011
Northeastern University January 2010 - June 2010
Skills
Research, Social Media, Press Releases, Social Networking, Leadership, Editing, Public Relations, Public Speaking, SEO, Writing, Data Analysis, Project Management, Marketing Communications, Journalism, Analyst Relations, Interviews, Adobe Creative Suite, Video Editing, Surveying, Microsoft Office, Event Planning, Marketing, Trend Analysis, Teamwork, Competition, Statistics, Mascot, Cooking, Jokes, Fantasy Baseball, Software Analysis, Content Development, Content Strategy, Newsletters, Internal Communications, Blogging, PowerPoint, Media Relations, Sports
Education
Northeastern University 2008 — 2013
Bachelor's degree, Journalism
Lake Stevens High School 2004 — 2008
Diploma
John A. Smith John A. Smith's Natixis Global Associates Experience November 2004 - April 2008
Job Senior Sales Executive at SunGard Protegent Capital Markets
Industry Financial Services
Experience
SunGard Capital Markets September 2013 - Present
ByAllAccounts Inc July 2008 - September 2013
Natixis Global Associates November 2004 - April 2008
Fidelity Advisor Funds July 2004 - November 2004
Beneficial February 2003 - June 2004
Columbia Management December 2000 - January 2003
PLANCO January 2000 - December 2000
PLANCO January 1999 - December 2000
Skills
Mutual Funds, Investment Advisory, Portfolio Management, Investments, Wealth Management, SMA, Data Aggregation, RIA, Asset Management, BPO, Asset Managment, Strategic Partnerships, Retirement Planning, Financial Services, Salesforce.com, Strategy, Lead Generation, New Business Development, Series 63, Management, Start-ups, Sales Operations, Account Management, Sales, Financial Advisory, Business Development, Finance, Relationship Management, Marketing, SaaS
Education
Temple University 1994 — 1997
Communication Sciences, Business Management
SunGard Capital Markets September 2013 - Present
ByAllAccounts Inc July 2008 - September 2013
Natixis Global Associates November 2004 - April 2008
Fidelity Advisor Funds July 2004 - November 2004
Beneficial February 2003 - June 2004
Columbia Management December 2000 - January 2003
PLANCO January 2000 - December 2000
PLANCO January 1999 - December 2000
Skills
Mutual Funds, Investment Advisory, Portfolio Management, Investments, Wealth Management, SMA, Data Aggregation, RIA, Asset Management, BPO, Asset Managment, Strategic Partnerships, Retirement Planning, Financial Services, Salesforce.com, Strategy, Lead Generation, New Business Development, Series 63, Management, Start-ups, Sales Operations, Account Management, Sales, Financial Advisory, Business Development, Finance, Relationship Management, Marketing, SaaS
Education
Temple University 1994 — 1997
Communication Sciences, Business Management
Leanna Coskren's Natixis Global Associates Experience June 2010 - August 2010
Job Associate at Income Research + Management
Industry Investment Management
Experience
Income Research + Management April 2015 - Present
St. Sebastian's School September 2014 - April 2015
PitchBook Data, Inc. August 2013 - July 2014
Northern Lights Capital Group October 2011 - March 2013
Natixis Global Associates June 2010 - August 2010
Education
Harvard University 2007 — 2011
Sociology
Noble and Greenough School 2003 — 2007
Income Research + Management April 2015 - Present
St. Sebastian's School September 2014 - April 2015
PitchBook Data, Inc. August 2013 - July 2014
Northern Lights Capital Group October 2011 - March 2013
Natixis Global Associates June 2010 - August 2010
Education
Harvard University 2007 — 2011
Sociology
Noble and Greenough School 2003 — 2007
Stephanie Hodge Stephanie Hodge's Natixis Global Associates Experience January 2007 - June 2009
Job Realtor/ Consultant Enterprise Intergrity/ Board of Directors at Hopkinton Public Library Foundation
Industry Real Estate
Experience
Hopkinton Public Library Foundation June 2013 - Present
Enterprise Integrity Inc. 2009 - Present
Hallmark Sotheby's January 2014 - Present
Channing Real Estate April 2012 - January 2014
Coldwell Banker March 2011 - March 2012
Natixis Global Associates January 2007 - June 2009
Direxion Funds 2005 - 2007
RBC Dain Rauscher 2004 - 2005
FUSE Marketing Group January 2003 - January 2004
Skis Rossignol January 2002 - January 2003
Skills
Accredited Buyer's..., Certified Negotiation..., Mutual Funds, Sales, Alternative Investments, Sales Management, Marketing, Investments, Business Development, Negotiation, Strategy, Event Planning, Nonprofits, Sales Presentations, Management
Education
Saint Michael's College
Hopkinton Public Library Foundation June 2013 - Present
Enterprise Integrity Inc. 2009 - Present
Hallmark Sotheby's January 2014 - Present
Channing Real Estate April 2012 - January 2014
Coldwell Banker March 2011 - March 2012
Natixis Global Associates January 2007 - June 2009
Direxion Funds 2005 - 2007
RBC Dain Rauscher 2004 - 2005
FUSE Marketing Group January 2003 - January 2004
Skis Rossignol January 2002 - January 2003
Skills
Accredited Buyer's..., Certified Negotiation..., Mutual Funds, Sales, Alternative Investments, Sales Management, Marketing, Investments, Business Development, Negotiation, Strategy, Event Planning, Nonprofits, Sales Presentations, Management
Education
Saint Michael's College
Kristin Manning O'Toole Kristin Manning O'Toole's Natixis Global Associates Experience November 2004 - December 2009
Job VP, Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs October 2013 - Present
Allianz Global Investors June 2012 - October 2013
Allianz Global Investors September 2011 - June 2012
ING Investment Management January 2010 - September 2011
Natixis Global Associates November 2004 - December 2009
State Street Corporation April 2002 - November 2004
PrimeLook, Inc. September 2001 - March 2002
Citigroup/Smith Barney November 1999 - September 2001
William M. Mercer July 1997 - September 1999
Education
Savannah College of Art and Design 1990 — 1994
BFA
Goldman Sachs October 2013 - Present
Allianz Global Investors June 2012 - October 2013
Allianz Global Investors September 2011 - June 2012
ING Investment Management January 2010 - September 2011
Natixis Global Associates November 2004 - December 2009
State Street Corporation April 2002 - November 2004
PrimeLook, Inc. September 2001 - March 2002
Citigroup/Smith Barney November 1999 - September 2001
William M. Mercer July 1997 - September 1999
Education
Savannah College of Art and Design 1990 — 1994
BFA
Arjun Aggarwal's Natixis Global Associates Experience June 2011 - August 2011
Job Venture Capital at New Enterprise Associates
Industry Venture Capital & Private Equity
Experience
New Enterprise Associates (NEA) September 2015 - Present
Morgan Stanley June 2013 - July 2015
Stanford University April 2012 - June 2013
Engineering Change June 2005 - June 2013
Morgan Stanley June 2012 - August 2012
Natixis Global Associates June 2011 - August 2011
SMB Group, Inc. June 2010 - September 2010
Skills
Economics, Financial Modeling, Investments, Valuation, Investment Banking, Entrepreneurship, Capital Markets, Data Analysis, Corporate Finance, Strategy, Emerging Markets, Microsoft Office, Microsoft Excel, Research, Analysis, Financial Analysis
Education
Stanford University 2009 — 2013
B.S., Management Science and Engineering
Harvard University 2010 — 2010
Capital Markets and Investments
Groton School 2005 — 2009
HS Diploma, Summa Cum Laude
New Enterprise Associates (NEA) September 2015 - Present
Morgan Stanley June 2013 - July 2015
Stanford University April 2012 - June 2013
Engineering Change June 2005 - June 2013
Morgan Stanley June 2012 - August 2012
Natixis Global Associates June 2011 - August 2011
SMB Group, Inc. June 2010 - September 2010
Skills
Economics, Financial Modeling, Investments, Valuation, Investment Banking, Entrepreneurship, Capital Markets, Data Analysis, Corporate Finance, Strategy, Emerging Markets, Microsoft Office, Microsoft Excel, Research, Analysis, Financial Analysis
Education
Stanford University 2009 — 2013
B.S., Management Science and Engineering
Harvard University 2010 — 2010
Capital Markets and Investments
Groton School 2005 — 2009
HS Diploma, Summa Cum Laude
Jodi Zides Jodi Zides's Natixis Global Associates Experience January 2010 - September 2010
Job Operations & Associate Film Buyer/Booker
Industry Motion Pictures and Film
Experience
Cinema Film Buying September 2013 - Present
Liberty Mutual Insurance November 2012 - August 2013
Euro-Pro March 2011 - June 2012
Forrester Research September 2010 - December 2010
Natixis Global Associates January 2010 - September 2010
Liberty Mutual Insurance June 2008 - November 2008
CRA International April 2007 - April 2008
Winter, Wyman January 2001 - March 2007
Network Plus September 1999 - December 2000
PricewaterhouseCoopers September 1996 - September 1999
Skills
Management, Recruiting, Job Descriptions, Sourcing, Talent Acquisition, Building Relationships, Passive Candidate..., Employer Branding, LinkedIn Recruiter, Metrics, Hiring Employees, Financial Accounting, Adapting to New..., Networking, Analysis, Pivot Tables, Taleo, Relationship...
Education
Isenberg School of Management, UMass Amherst 1992 — 1996
BBA, Accounting
Cinema Film Buying September 2013 - Present
Liberty Mutual Insurance November 2012 - August 2013
Euro-Pro March 2011 - June 2012
Forrester Research September 2010 - December 2010
Natixis Global Associates January 2010 - September 2010
Liberty Mutual Insurance June 2008 - November 2008
CRA International April 2007 - April 2008
Winter, Wyman January 2001 - March 2007
Network Plus September 1999 - December 2000
PricewaterhouseCoopers September 1996 - September 1999
Skills
Management, Recruiting, Job Descriptions, Sourcing, Talent Acquisition, Building Relationships, Passive Candidate..., Employer Branding, LinkedIn Recruiter, Metrics, Hiring Employees, Financial Accounting, Adapting to New..., Networking, Analysis, Pivot Tables, Taleo, Relationship...
Education
Isenberg School of Management, UMass Amherst 1992 — 1996
BBA, Accounting
Alex Zelenchuk Alex Zelenchuk's Natixis Global Associates Experience April 2010 - May 2015
Job UI/UX Developer at Natixis Global Associates
Industry Computer Software
Experience
meQuilibrium June 2015 - September 2015
Natixis Global Associates April 2010 - May 2015
BEAM Interactive March 2010 - April 2010
Absolute Software October 2009 - February 2010
89 Degrees October 2009 - October 2009
Jackpot Rewards September 2008 - October 2009
CellExchange January 2006 - August 2008
CellExchange Federal, Inc. 2006 - 2008
Now Consulting 2001 - 2004
Upromise May 2000 - September 2001
Skills
jQuery, CSS, JavaScript, DHTML, HTML, JSP, Dreamweaver, Cross-browser..., CMS, Windows, XHTML, AJAX, HTML5, User Interface, XML, Web Applications, Agile, Subversion, Web Development, User Experience, Ruby on Rails, HTML + CSS, Accessibility, Photoshop, Linux, User Interface Design, Web Design, Java, Front-end Development, E-commerce, Mobile Applications, Eclipse, JSON, Agile Methodologies, Web Standards, Web Services, CSS3, Interaction Design, JSF, PHP, Fatwire, SharePoint, Front-end, HTML 5, SQL, Software Development, SDLC, Unix, Databases, MySQL
Education
Northeastern University 1993 — 1998
B.S., Psychology
meQuilibrium June 2015 - September 2015
Natixis Global Associates April 2010 - May 2015
BEAM Interactive March 2010 - April 2010
Absolute Software October 2009 - February 2010
89 Degrees October 2009 - October 2009
Jackpot Rewards September 2008 - October 2009
CellExchange January 2006 - August 2008
CellExchange Federal, Inc. 2006 - 2008
Now Consulting 2001 - 2004
Upromise May 2000 - September 2001
Skills
jQuery, CSS, JavaScript, DHTML, HTML, JSP, Dreamweaver, Cross-browser..., CMS, Windows, XHTML, AJAX, HTML5, User Interface, XML, Web Applications, Agile, Subversion, Web Development, User Experience, Ruby on Rails, HTML + CSS, Accessibility, Photoshop, Linux, User Interface Design, Web Design, Java, Front-end Development, E-commerce, Mobile Applications, Eclipse, JSON, Agile Methodologies, Web Standards, Web Services, CSS3, Interaction Design, JSF, PHP, Fatwire, SharePoint, Front-end, HTML 5, SQL, Software Development, SDLC, Unix, Databases, MySQL
Education
Northeastern University 1993 — 1998
B.S., Psychology
Christopher Morse, CFP® Christopher Morse, CFP®'s Natixis Global Associates Experience October 2008 - January 2011
Job Senior Advisor Consultant, VPWholesaler at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments February 2012 - Present
Shepherd Financial Partners January 2011 - July 2011
Natixis Global Associates October 2008 - January 2011
Natixis Global Associates June 2004 - October 2008
Natixis Global Associates April 2000 - May 2004
EMCON Environmental January 1996 - January 2000
Skills
Alternative Investments, Investment Management, Mutual Funds, Investments, Finance
Education
Suffolk University 2000 — 2005
MSA, Accounting
University of Denver 1992 — 1996
BS, Environmental Science
Franklin Templeton Investments February 2012 - Present
Shepherd Financial Partners January 2011 - July 2011
Natixis Global Associates October 2008 - January 2011
Natixis Global Associates June 2004 - October 2008
Natixis Global Associates April 2000 - May 2004
EMCON Environmental January 1996 - January 2000
Skills
Alternative Investments, Investment Management, Mutual Funds, Investments, Finance
Education
Suffolk University 2000 — 2005
MSA, Accounting
University of Denver 1992 — 1996
BS, Environmental Science
Caroline Poole's Natixis Global Associates Experience November 2004 - June 2009
Job Health Advocate at Saratoga County Economic Opportunity Council and Certified Wellness Coach
Industry Health, Wellness and Fitness
Experience
Saratoga County Economic Opportunity Council August 2011 - Present
Personal Coaching Business July 2010 - Present
Healthworks Foundation March 2010 - September 2010
Natixis Global Associates November 2004 - June 2009
Mutual of America July 2001 - November 2004
Skills
Public Speaking, Wellness Coaching, Fitness, Community Outreach, Nutritional Counseling, Event Planning, Wellness
Education
American College of Sports Medicine/Wellcoaches 2009 — 2010
Certified Wellness Coach
American College of Sports Medicine 2009 — 2009
Certified Personal Trainer
Florida State University 1991 — 1995
B.S.
Saratoga County Economic Opportunity Council August 2011 - Present
Personal Coaching Business July 2010 - Present
Healthworks Foundation March 2010 - September 2010
Natixis Global Associates November 2004 - June 2009
Mutual of America July 2001 - November 2004
Skills
Public Speaking, Wellness Coaching, Fitness, Community Outreach, Nutritional Counseling, Event Planning, Wellness
Education
American College of Sports Medicine/Wellcoaches 2009 — 2010
Certified Wellness Coach
American College of Sports Medicine 2009 — 2009
Certified Personal Trainer
Florida State University 1991 — 1995
B.S.
Gabriele Vincenzo Gabriele Vincenzo's Natixis Global Associates Experience March 2009 - October 2011
Job Portfolio Consultant at John Hancock Investments
Industry Investment Management
Experience
John Hancock Investments December 2014 - Present
Natixis Global Asset Mgmt October 2011 - December 2014
Natixis Global Associates March 2009 - October 2011
Wellington Management 2006 - 2008
Fidelity Investments 2003 - March 2006
Skills
Bloomberg, Asset Allocation, Alternative Investments, Equities, Series 7, Fixed Income, Mutual Funds, Investments, Asset Managment, Hedge Funds, Financial Modeling, Portfolio Management, Equity Research, Valuation, Investment Strategies, Asset Management, Capital Markets, Finance, Financial Services, Investment Management, Series 63
Education
Columbia University - Columbia Business School 2003 — 2005
MBA, Finance
London Business School 2003 — 2005
MBA, Finance, General
University of Southern California 1987 — 1991
B.S., Finance and Marketing
Malden Catholic High School 1983 — 1987
John Hancock Investments December 2014 - Present
Natixis Global Asset Mgmt October 2011 - December 2014
Natixis Global Associates March 2009 - October 2011
Wellington Management 2006 - 2008
Fidelity Investments 2003 - March 2006
Skills
Bloomberg, Asset Allocation, Alternative Investments, Equities, Series 7, Fixed Income, Mutual Funds, Investments, Asset Managment, Hedge Funds, Financial Modeling, Portfolio Management, Equity Research, Valuation, Investment Strategies, Asset Management, Capital Markets, Finance, Financial Services, Investment Management, Series 63
Education
Columbia University - Columbia Business School 2003 — 2005
MBA, Finance
London Business School 2003 — 2005
MBA, Finance, General
University of Southern California 1987 — 1991
B.S., Finance and Marketing
Malden Catholic High School 1983 — 1987
Jim Nee Jim Nee's Natixis Global Associates Experience 1999 - 2003
Job Senior Manager at EY
Industry Financial Services
Experience
EY December 2013 - Present
Deloitte & Touche June 2004 - November 2013
Boston Financial Data Services 2007 - 2008
IXIS Asset Management Services 1999 - 2003
Natixis Global Associates 1999 - 2003
Natixis 1999 - 2003
Scudder Investments March 1990 - September 1999
Skills
Financial Services, Process Improvement, Operations Management, Risk Management, Call Centers, Mutual Funds, Business Analysis, Business Process..., Business Transformation, Call Center, Vendor Management, Program Management, Mergers & Acquisitions, Change Management, Securities, Project Management, Investments, Asset Management, Hedge Funds, Anti Money Laundering, Management Consulting
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1995 — 2004
Master of Business Administration (MBA), Business Administration and Management, General
University of Massachusetts, Amherst 1985 — 1990
BA, Economics
Canton High School 1982 — 1985
EY December 2013 - Present
Deloitte & Touche June 2004 - November 2013
Boston Financial Data Services 2007 - 2008
IXIS Asset Management Services 1999 - 2003
Natixis Global Associates 1999 - 2003
Natixis 1999 - 2003
Scudder Investments March 1990 - September 1999
Skills
Financial Services, Process Improvement, Operations Management, Risk Management, Call Centers, Mutual Funds, Business Analysis, Business Process..., Business Transformation, Call Center, Vendor Management, Program Management, Mergers & Acquisitions, Change Management, Securities, Project Management, Investments, Asset Management, Hedge Funds, Anti Money Laundering, Management Consulting
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1995 — 2004
Master of Business Administration (MBA), Business Administration and Management, General
University of Massachusetts, Amherst 1985 — 1990
BA, Economics
Canton High School 1982 — 1985
Deborah Well's Natixis Global Associates Experience 1997 - 2002
Job
Industry Financial Services
Experience
Harbor Capital Advisors December 2002 - Present
Natixis Global Associates 1997 - 2002
Public Consulting Group 1992 - 1997
Skills
Social Media, Online Marketing, Data Management, Social Media Marketing, Digital Marketing, CRM, Project Management, Online Advertising, Business Development, Leadership, Marketing Strategy, Marketing, Training, Digital Strategy, Social Networking
Education
Boston University 2004 — 2005
Boston University 1997 — 1998
Certificate
Sonoma State University 1979 — 1986
BA
Harbor Capital Advisors December 2002 - Present
Natixis Global Associates 1997 - 2002
Public Consulting Group 1992 - 1997
Skills
Social Media, Online Marketing, Data Management, Social Media Marketing, Digital Marketing, CRM, Project Management, Online Advertising, Business Development, Leadership, Marketing Strategy, Marketing, Training, Digital Strategy, Social Networking
Education
Boston University 2004 — 2005
Boston University 1997 — 1998
Certificate
Sonoma State University 1979 — 1986
BA
Liz Parsons's Natixis Global Associates Experience May 2007 - June 2011
Job Account Manager at Argyle Executive Forum
Industry Marketing and Advertising
Experience
Argyle Executive Forum June 2014 - Present
Argyle Executive Forum February 2012 - June 2014
Brand Loyalty June 2011 - February 2012
Natixis Global Associates May 2007 - June 2011
Skills
Leadership, Event Marketing, Customer Service, Salesforce.com, Microsoft Excel, Social Media, Event Planning, Retail, CRM, Research, Lead Generation, Product Marketing, Marketing, Market Research, Business Development, Management, Strategic Planning
Education
Babson College 2003 — 2007
Bachelor of Science, Business Administration & Marketing
Argyle Executive Forum June 2014 - Present
Argyle Executive Forum February 2012 - June 2014
Brand Loyalty June 2011 - February 2012
Natixis Global Associates May 2007 - June 2011
Skills
Leadership, Event Marketing, Customer Service, Salesforce.com, Microsoft Excel, Social Media, Event Planning, Retail, CRM, Research, Lead Generation, Product Marketing, Marketing, Market Research, Business Development, Management, Strategic Planning
Education
Babson College 2003 — 2007
Bachelor of Science, Business Administration & Marketing
Gabriel Wolf Gabriel Wolf's Natixis Global Associates Experience January 2009 - July 2009
Job Associate Product Marketing Manager at EnerNOC
Industry Renewables & Environment
Experience
EnerNOC October 2014 - Present
EnerNOC February 2013 - October 2014
EnerNOC January 2011 - November 2012
PowerAdvocate January 2010 - July 2010
Natixis Global Associates January 2009 - July 2009
Charles Chocolates June 2008 - August 2008
adidas September 2005 - November 2006
Skills
Data Analysis, Energy, Microsoft Excel, Analysis, Energy Efficiency, Product Strategy, Go-to-market Strategy, Market Research, Customer Research, Product Marketing, Market Sizing, User Analysis, Renewable Energy, Access, PowerPoint, Financial Analysis, Economics, Problem Solving, Excel, Research, Sustainability, Photoshop, Statistics, Salesforce.com, R, VBA, Cognos, Final Cut Pro, Spanish, Financial Modeling, SPSS, Stata, Modeling, Energy Management, HVAC, Quantitative Analytics, Econometrics, Market Analysis, SAS, Analytics, Data Quality, Building Automation, Customer Service
Education
Northeastern University
BS, Economics
Technische Universiteit Delft
Civil Engineering
Berkeley High School
EnerNOC October 2014 - Present
EnerNOC February 2013 - October 2014
EnerNOC January 2011 - November 2012
PowerAdvocate January 2010 - July 2010
Natixis Global Associates January 2009 - July 2009
Charles Chocolates June 2008 - August 2008
adidas September 2005 - November 2006
Skills
Data Analysis, Energy, Microsoft Excel, Analysis, Energy Efficiency, Product Strategy, Go-to-market Strategy, Market Research, Customer Research, Product Marketing, Market Sizing, User Analysis, Renewable Energy, Access, PowerPoint, Financial Analysis, Economics, Problem Solving, Excel, Research, Sustainability, Photoshop, Statistics, Salesforce.com, R, VBA, Cognos, Final Cut Pro, Spanish, Financial Modeling, SPSS, Stata, Modeling, Energy Management, HVAC, Quantitative Analytics, Econometrics, Market Analysis, SAS, Analytics, Data Quality, Building Automation, Customer Service
Education
Northeastern University
BS, Economics
Technische Universiteit Delft
Civil Engineering
Berkeley High School
Laura (Germani) Caton's Natixis Global Associates Experience 1994 - 1996
Job Partner, Senior Consultant at The Cornerstone Group, Inc.
Industry Management Consulting
Experience
The Cornerstone Group, Inc. April 2008 - Present
New England Financial 1999 - 2002
NVEST Funds 1996 - 1999
Natixis Global Associates 1994 - 1996
Natixis Global Associates 1993 - 1995
New England Securities January 1991 - September 1993
Putnam Investments January 1985 - April 1989
Skills
Leadership, Leadership Development, Talent Management, Management, Training, Selling, Sales Management, Team Building, Recruiting, Organizational..., Customer Retention, Sales Presentations, Sales Process, Interviews, Sales Operations, Sales, Business Planning, Consulting, Strategy, Small Business, Coaching, Marketing, Strategic Planning, Time Management, Start-ups, Employee Training, Comedian, Qualifying Prospects, Selling Skills, Public Speaking, Engaging Speaker, Succession Planning, Hiring, Team Motivator, Mother of the Year, Closing Deals, Deal Closure, Customer Insight, Executive Management, Executive Coaching, Seminars, Strategic Partnerships, Business Development, Talent Acquisition, Building Relationships, CRM, Organizational..., Salesforce.com, Management Consulting, New Business Development
Education
Ohio University 1981 — 1984
English
Pittsford Sutherland High School 1977 — 1981
The Cornerstone Group, Inc. April 2008 - Present
New England Financial 1999 - 2002
NVEST Funds 1996 - 1999
Natixis Global Associates 1994 - 1996
Natixis Global Associates 1993 - 1995
New England Securities January 1991 - September 1993
Putnam Investments January 1985 - April 1989
Skills
Leadership, Leadership Development, Talent Management, Management, Training, Selling, Sales Management, Team Building, Recruiting, Organizational..., Customer Retention, Sales Presentations, Sales Process, Interviews, Sales Operations, Sales, Business Planning, Consulting, Strategy, Small Business, Coaching, Marketing, Strategic Planning, Time Management, Start-ups, Employee Training, Comedian, Qualifying Prospects, Selling Skills, Public Speaking, Engaging Speaker, Succession Planning, Hiring, Team Motivator, Mother of the Year, Closing Deals, Deal Closure, Customer Insight, Executive Management, Executive Coaching, Seminars, Strategic Partnerships, Business Development, Talent Acquisition, Building Relationships, CRM, Organizational..., Salesforce.com, Management Consulting, New Business Development
Education
Ohio University 1981 — 1984
English
Pittsford Sutherland High School 1977 — 1981
Jeffrey W. Coron Jeffrey W. Coron's Natixis Global Associates Experience January 2006 - March 2007
Job Director of Institutional and Intermediary Distribution at Glenmede Investment Management
Industry Financial Services
Experience
Glenmede Investment Management LP November 2012 - Present
Advisors Asset Management, Inc. April 2008 - July 2012
Fortigent, LLC July 2007 - March 2008
Natixis Global Associates January 2006 - March 2007
Natixis Global Associates March 2003 - January 2006
Merrill Lynch - Managed Solutions Group January 2001 - March 2003
Skills
Sales Management, Key Account Management, Strategic Partnerships, New Business Development, Strategic Thinking, Team Leadership, Sales Hiring, Mutual Funds, Separately Managed..., ETFs, Alternative Investments, Mentoring Of Staff, Sales, Investment Advisory, CIMA, Sales Presentations
Education
Elizabethtown College 1987 — 1991
BS, Finance
Glenmede Investment Management LP November 2012 - Present
Advisors Asset Management, Inc. April 2008 - July 2012
Fortigent, LLC July 2007 - March 2008
Natixis Global Associates January 2006 - March 2007
Natixis Global Associates March 2003 - January 2006
Merrill Lynch - Managed Solutions Group January 2001 - March 2003
Skills
Sales Management, Key Account Management, Strategic Partnerships, New Business Development, Strategic Thinking, Team Leadership, Sales Hiring, Mutual Funds, Separately Managed..., ETFs, Alternative Investments, Mentoring Of Staff, Sales, Investment Advisory, CIMA, Sales Presentations
Education
Elizabethtown College 1987 — 1991
BS, Finance
Gregory Archdeacon's Natixis Global Associates Experience March 2011 - Present
Job Senior Business Intelligence Specialist at Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management March 2014 - Present
Natixis Global Associates March 2011 - Present
Natixis Global Associates November 2008 - March 2011
Skills
SQL, Systems Analysis, CRM software, Essbase, Informatica, Microsoft Office, SharePoint, Application Development, Software Project..., Database Analysis, Business Objects, CRM, Data Analysis, Software Development, Disaster Recovery, Dashboard, Integration, Data Warehousing
Education
Boston University 2004 — 2008
BA, Economics
Natixis Global Asset Management March 2014 - Present
Natixis Global Associates March 2011 - Present
Natixis Global Associates November 2008 - March 2011
Skills
SQL, Systems Analysis, CRM software, Essbase, Informatica, Microsoft Office, SharePoint, Application Development, Software Project..., Database Analysis, Business Objects, CRM, Data Analysis, Software Development, Disaster Recovery, Dashboard, Integration, Data Warehousing
Education
Boston University 2004 — 2008
BA, Economics
Liz Cassal Liz Cassal's Natixis Global Associates Experience October 2009 - March 2012
Job Vice President, RIA West at Baron Capital
Industry Investment Management
Experience
Baron Capital Group, Inc. April 2012 - Present
Baron Capital April 2012 - April 2015
Natixis Global Associates October 2009 - March 2012
Natixis Global Associates April 2005 - October 2009
Sierra Investment Partners 2000 - 2005
Skills
Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Equities, Financial Services, Investment Management, Investments, Mutual Funds, RIA, Wealth Management, Fixed Income, Securities, Series 63, Hedge Funds, Portfolio Management, Series 7, Retirement Planning, Strategic Planning
Education
Saint Mary's College of California 2006 — 2007
MBA, Business
San Francisco State University
Bachelor's degree, French
Baron Capital Group, Inc. April 2012 - Present
Baron Capital April 2012 - April 2015
Natixis Global Associates October 2009 - March 2012
Natixis Global Associates April 2005 - October 2009
Sierra Investment Partners 2000 - 2005
Skills
Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Equities, Financial Services, Investment Management, Investments, Mutual Funds, RIA, Wealth Management, Fixed Income, Securities, Series 63, Hedge Funds, Portfolio Management, Series 7, Retirement Planning, Strategic Planning
Education
Saint Mary's College of California 2006 — 2007
MBA, Business
San Francisco State University
Bachelor's degree, French
Ann Marie Borgesi, PHR Ann Marie Borgesi, PHR's Natixis Global Associates Experience June 1999 - October 2003
Job Senior Vice President, Chief Administrative & Human Resources Officer at Greater Lawrence Family Health Center
Industry Hospital & Health Care
Experience
Greater Lawrence Family Health Center February 2012 - Present
Emptoris, Inc December 2009 - February 2012
Amesbury Group March 2008 - December 2009
Eagle-Tribune Publishing Company November 2003 - February 2008
Natixis Global Associates June 1999 - October 2003
PG&E National Energy Group January 1996 - January 1999
Skills
Employee Relations, Recruiting, Employee Benefits, Personnel Management, Payroll, Corporate Communications, HRIS, Performance Management, Benefits Administration, Onboarding, Talent Acquisition, Employee Engagement, HR Policies, Program Management, Human Resources, Mergers & Acquisitions, New Hire Orientations, Training, Leadership Development, Organizational..., Organizational Design, Strategy, Management, Strategic Planning, Leadership, Employee Training, SaaS, Labor Relations
Education
University of Massachusetts Lowell 1990 — 1994
B.S, Business Administration, Finance and Legal Studies
Phillips Academy, Andover MA 1986 — 1990
Diploma, Pre-collegiate Studies
Greater Lawrence Family Health Center February 2012 - Present
Emptoris, Inc December 2009 - February 2012
Amesbury Group March 2008 - December 2009
Eagle-Tribune Publishing Company November 2003 - February 2008
Natixis Global Associates June 1999 - October 2003
PG&E National Energy Group January 1996 - January 1999
Skills
Employee Relations, Recruiting, Employee Benefits, Personnel Management, Payroll, Corporate Communications, HRIS, Performance Management, Benefits Administration, Onboarding, Talent Acquisition, Employee Engagement, HR Policies, Program Management, Human Resources, Mergers & Acquisitions, New Hire Orientations, Training, Leadership Development, Organizational..., Organizational Design, Strategy, Management, Strategic Planning, Leadership, Employee Training, SaaS, Labor Relations
Education
University of Massachusetts Lowell 1990 — 1994
B.S, Business Administration, Finance and Legal Studies
Phillips Academy, Andover MA 1986 — 1990
Diploma, Pre-collegiate Studies
Paul Pani Paul Pani's Natixis Global Associates Experience 2003 - October 2008
Job Senior Vice President, Iridian Asset Management
Industry Investment Management
Experience
Iridian Asset Management February 2014 - Present
Newfleet Asset Management November 2013 - February 2014
Cole Capital October 2011 - September 2013
Emerging Global Advisors November 2008 - September 2011
Natixis Global Associates 2003 - October 2008
John A. Levin & Co. March 1996 - December 2002
PaineWebber July 1991 - March 1996
Skills
Alternative Investments, Series 7, Series 63, Fixed Income, Mutual Funds, Investments, Wealth Management, Asset Management, Asset Allocation, Equities, ETFs, Separately Managed..., Investment Strategies, Capital Markets, Hedge Funds
Education
University of Colorado at Boulder
Economics
Iridian Asset Management February 2014 - Present
Newfleet Asset Management November 2013 - February 2014
Cole Capital October 2011 - September 2013
Emerging Global Advisors November 2008 - September 2011
Natixis Global Associates 2003 - October 2008
John A. Levin & Co. March 1996 - December 2002
PaineWebber July 1991 - March 1996
Skills
Alternative Investments, Series 7, Series 63, Fixed Income, Mutual Funds, Investments, Wealth Management, Asset Management, Asset Allocation, Equities, ETFs, Separately Managed..., Investment Strategies, Capital Markets, Hedge Funds
Education
University of Colorado at Boulder
Economics
BEN TEMAM's Natixis Global Associates Experience April 2006 - July 2011
Job Accounting & Finance
Industry Hospital & Health Care
Experience
Providence Health & Services 2015 - 2015
Providence Health & Services 2015 - 2015
Natixis Global Associates April 2006 - July 2011
Skills
Accounting, Auditing, Sarbanes-Oxley Act, General Ledger, Financial Statements, Cash Flow, GAAP
Education
Boston University
Master Degree
Ecole Nationale d'Administration (DZ)
Providence Health & Services 2015 - 2015
Providence Health & Services 2015 - 2015
Natixis Global Associates April 2006 - July 2011
Skills
Accounting, Auditing, Sarbanes-Oxley Act, General Ledger, Financial Statements, Cash Flow, GAAP
Education
Boston University
Master Degree
Ecole Nationale d'Administration (DZ)
Beth Sumner Strange Beth Sumner Strange's Natixis Global Associates Experience April 2006 - August 2011
Job Channel Marketing at New York Life & MainStay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments September 2014 - Present
Cole Capital February 2012 - June 2012
Natixis Global Associates April 2006 - August 2011
John Hancock Annuities March 2005 - April 2006
Columbia Management Group 2001 - 2005
Skills
Mutual Funds, Asset Management, Investments, Portfolio Management, Marketing
Education
Hartwick College 1993 — 1997
BA
New York Life & MainStay Investments September 2014 - Present
Cole Capital February 2012 - June 2012
Natixis Global Associates April 2006 - August 2011
John Hancock Annuities March 2005 - April 2006
Columbia Management Group 2001 - 2005
Skills
Mutual Funds, Asset Management, Investments, Portfolio Management, Marketing
Education
Hartwick College 1993 — 1997
BA
John Pelletier John Pelletier's Natixis Global Associates Experience September 2004 - October 2007
Job Director, Center for Financial Literacy at Champlain College
Industry Education Management
Experience
Sentinel Funds January 2013 - Present
Champlain College July 2010 - Present
Sterling Valley Consulting LLC April 2009 - Present
Eaton Vance October 2007 - June 2008
Natixis Global Associates September 2004 - October 2007
Natixis Global Associates November 1997 - September 2004
Funds Distributor, Inc. April 1994 - November 1997
The Boston Company February 1992 - April 1994
Ropes & Gray LLP April 1990 - February 1992
Sidley Austin August 1989 - April 1990
Skills
Mergers, Asset Management, Mutual Funds, Investments, Compliance, Due Diligence, Contract Negotiation, Strategic Planning, Business Strategy, Securities, Public Speaking, Series 7, Financial Planning, Hedge Funds, Alternative Investments, Fundraising, Corporate Governance, Investment Advisory, Business Development, Risk Management, Financial Services, Asset Managment, Management, Strategic Financial..., Mergers & Acquisitions, Analysis, Leadership, Start-ups, Portfolio Management, Finance, Financial Analysis, Private Equity, Financial Modeling, Marketing
Education
Duke University School of Law 1986 — 1989
JD, Law
Duke Unviversity - Sanford School of Public Policy 1986 — 1989
MA, Public Policy
Assumption College 1982 — 1986
BA, Economics, Political Science
Sentinel Funds January 2013 - Present
Champlain College July 2010 - Present
Sterling Valley Consulting LLC April 2009 - Present
Eaton Vance October 2007 - June 2008
Natixis Global Associates September 2004 - October 2007
Natixis Global Associates November 1997 - September 2004
Funds Distributor, Inc. April 1994 - November 1997
The Boston Company February 1992 - April 1994
Ropes & Gray LLP April 1990 - February 1992
Sidley Austin August 1989 - April 1990
Skills
Mergers, Asset Management, Mutual Funds, Investments, Compliance, Due Diligence, Contract Negotiation, Strategic Planning, Business Strategy, Securities, Public Speaking, Series 7, Financial Planning, Hedge Funds, Alternative Investments, Fundraising, Corporate Governance, Investment Advisory, Business Development, Risk Management, Financial Services, Asset Managment, Management, Strategic Financial..., Mergers & Acquisitions, Analysis, Leadership, Start-ups, Portfolio Management, Finance, Financial Analysis, Private Equity, Financial Modeling, Marketing
Education
Duke University School of Law 1986 — 1989
JD, Law
Duke Unviversity - Sanford School of Public Policy 1986 — 1989
MA, Public Policy
Assumption College 1982 — 1986
BA, Economics, Political Science
Marti Neugarten's Natixis Global Associates Experience 1989 - 1997
Job Special Education Teacher at Parker Middle School
Industry Education Management
Experience
Parker Middle School August 2013 - Present
JustCallMarti! January 1999 - Present
Kids Connect September 2011 - June 2014
The Brookwood School August 2012 - June 2013
MFS Investment Management August 2008 - November 2008
Bank of America August 2007 - June 2008
Scudder Kemper Investments 1997 - 2000
Natixis Global Associates 1989 - 1997
Skills
Trained in..., Orton-Gillingham, Copywriting, Marketing Communications, Editing, Public Relations, Marketing, Newsletters, Direct Marketing, Tutoring, Teaching, Strategic Planning, Web Content, Program Management, Brochures, Project Management, Social Media
Education
Lesley University 2011 — 2012
M.Ed., Moderate Disabilities (Grades 5-12), 5-12
Boston University
BS, Public Relations
Parker Middle School August 2013 - Present
JustCallMarti! January 1999 - Present
Kids Connect September 2011 - June 2014
The Brookwood School August 2012 - June 2013
MFS Investment Management August 2008 - November 2008
Bank of America August 2007 - June 2008
Scudder Kemper Investments 1997 - 2000
Natixis Global Associates 1989 - 1997
Skills
Trained in..., Orton-Gillingham, Copywriting, Marketing Communications, Editing, Public Relations, Marketing, Newsletters, Direct Marketing, Tutoring, Teaching, Strategic Planning, Web Content, Program Management, Brochures, Project Management, Social Media
Education
Lesley University 2011 — 2012
M.Ed., Moderate Disabilities (Grades 5-12), 5-12
Boston University
BS, Public Relations
Gregg Boland Gregg Boland's Natixis Global Associates Experience April 2000 - June 2005
Job VP Service Center Operations at Harbor Services Group, Inc.
Industry Financial Services
Experience
Harbor Services Group, Inc. June 2007 - Present
SunTrust Bank June 2005 - June 2007
Natixis Global Associates April 2000 - June 2005
Massachusetts Financial Services Company March 1999 - April 2000
Boston Financial Data Services 1995 - 1999
Applied Mailing Services (First Data) February 1994 - March 1995
Boston Financial Data Services January 1988 - February 1994
Skills
CRM, New Business Development, Financial Services, Project Management, Mutual Funds, Vendor Management, Series 63, Risk Management, Relationship Management, Series 6, Series 26, SharePoint, Operations Management, Program Development, Program Management, Strategic Thinking, Process Improvement, Management, Change Management, Business Analysis, Analysis, Leadership, Start-ups
Education
Northeastern University 1992 — 1998
Business Management & Management Information Systems
Quinlan School of Business, Loyola University Chicago
Harbor Services Group, Inc. June 2007 - Present
SunTrust Bank June 2005 - June 2007
Natixis Global Associates April 2000 - June 2005
Massachusetts Financial Services Company March 1999 - April 2000
Boston Financial Data Services 1995 - 1999
Applied Mailing Services (First Data) February 1994 - March 1995
Boston Financial Data Services January 1988 - February 1994
Skills
CRM, New Business Development, Financial Services, Project Management, Mutual Funds, Vendor Management, Series 63, Risk Management, Relationship Management, Series 6, Series 26, SharePoint, Operations Management, Program Development, Program Management, Strategic Thinking, Process Improvement, Management, Change Management, Business Analysis, Analysis, Leadership, Start-ups
Education
Northeastern University 1992 — 1998
Business Management & Management Information Systems
Quinlan School of Business, Loyola University Chicago
Tracey Flaherty Tracey Flaherty's Natixis Global Associates Experience September 2010 - Present
Job Sr. Vice President, Retirement Strategies at Natixis Global Associates
Industry Marketing and Advertising
Experience
Natixis Global Associates September 2010 - Present
Dana-Farber Cancer Institute 2003 - 2010
Citizens School 2004 - 2006
Fleet Bank 2003 - 2004
Bank of America 2003 - 2004
Fidelity Investments 1985 - 2003
Skills
Relationship Management, Series 7, Retirement, Financial Services, Asset Management, Marketing, Integrated Marketing, Series 63, Strategic Planning, Wealth Management, Mutual Funds, Strategy, Investments, Crisis Communications, Equities, Strategic Communications, Analytics, Retirement Plan..., Marketing Communications, Fixed Income, Project Management, Asset Allocation, Alternative Investments, Management, Hedge Funds, Portfolio Management, Mergers & Acquisitions, Internal Communications, Public Relations, Corporate Communications, Securities, Investor Relations, Program Management, Leadership, Media Relations, Marketing Strategy, Risk Management
Education
University of South Carolina-Columbia 1980 — 1984
BA, English
Natixis Global Associates September 2010 - Present
Dana-Farber Cancer Institute 2003 - 2010
Citizens School 2004 - 2006
Fleet Bank 2003 - 2004
Bank of America 2003 - 2004
Fidelity Investments 1985 - 2003
Skills
Relationship Management, Series 7, Retirement, Financial Services, Asset Management, Marketing, Integrated Marketing, Series 63, Strategic Planning, Wealth Management, Mutual Funds, Strategy, Investments, Crisis Communications, Equities, Strategic Communications, Analytics, Retirement Plan..., Marketing Communications, Fixed Income, Project Management, Asset Allocation, Alternative Investments, Management, Hedge Funds, Portfolio Management, Mergers & Acquisitions, Internal Communications, Public Relations, Corporate Communications, Securities, Investor Relations, Program Management, Leadership, Media Relations, Marketing Strategy, Risk Management
Education
University of South Carolina-Columbia 1980 — 1984
BA, English
Paul LeBlanc's Natixis Global Associates Experience August 2008 - May 2012
Job Seeking next opportunity
Industry Investment Management
Experience
Seeking New Position June 2015 - Present
Lazard Asset Management May 2012 - June 2015
Natixis Global Associates August 2008 - May 2012
Columbia Management August 2006 - August 2008
Bank of America December 2003 - August 2006
The Bulfinch Group July 2002 - July 2003
MetLife June 2001 - July 2002
Skills
Investments, Fixed Income, Equities, Investment Strategies, Management, Financial Services, Business Development, Finance, Analysis, Sales Presentations, CRM, Asset Management, Relationship Management, Entrepreneurship, Portfolio Management, Alternative Investments, Mutual Funds, Territory Development, Hedge Funds, Emerging Markets, Series 7
Education
Saint Anselm College 1997 — 2001
Business / Financial Economics
St. John's Prep 1993 — 1997
Seeking New Position June 2015 - Present
Lazard Asset Management May 2012 - June 2015
Natixis Global Associates August 2008 - May 2012
Columbia Management August 2006 - August 2008
Bank of America December 2003 - August 2006
The Bulfinch Group July 2002 - July 2003
MetLife June 2001 - July 2002
Skills
Investments, Fixed Income, Equities, Investment Strategies, Management, Financial Services, Business Development, Finance, Analysis, Sales Presentations, CRM, Asset Management, Relationship Management, Entrepreneurship, Portfolio Management, Alternative Investments, Mutual Funds, Territory Development, Hedge Funds, Emerging Markets, Series 7
Education
Saint Anselm College 1997 — 2001
Business / Financial Economics
St. John's Prep 1993 — 1997
Melissa Krajewski, CFA's Natixis Global Associates Experience November 2008 - June 2009
Job at Schroders
Industry Investment Management
Experience
Schroders June 2013 - Present
Income Research & Management December 2012 - June 2013
Income Research & Management October 2010 - December 2012
Income Research & Management June 2009 - September 2010
Natixis Global Associates November 2008 - June 2009
Canaccord Adams October 2007 - October 2008
Brown Brothers Harriman January 2007 - October 2007
Skills
Fixed Income, Relationship Management, Investment Management, Investments, Asset Management, Series 7, Financial Markets, Bonds, Series 63, Equities, Emerging Markets, Investor Relations, Client Services
Education
Boston University 2003 — 2007
Bachelor of Science, Communication (Advertising)
Schroders June 2013 - Present
Income Research & Management December 2012 - June 2013
Income Research & Management October 2010 - December 2012
Income Research & Management June 2009 - September 2010
Natixis Global Associates November 2008 - June 2009
Canaccord Adams October 2007 - October 2008
Brown Brothers Harriman January 2007 - October 2007
Skills
Fixed Income, Relationship Management, Investment Management, Investments, Asset Management, Series 7, Financial Markets, Bonds, Series 63, Equities, Emerging Markets, Investor Relations, Client Services
Education
Boston University 2003 — 2007
Bachelor of Science, Communication (Advertising)
David Kemmerer's Natixis Global Associates Experience September 2007 - October 2009
Job Investment Product Analyst at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management April 2010 - Present
Natixis Global Associates September 2007 - October 2009
Columbia Management 2003 - 2007
Education
Northeastern University - Graduate School of Business Administration 2008 — 2012
Master of Business Administration (M.B.A.)
Northeastern University - Graduate School of Business Administration 2008 — 2012
MS in Finance
Lafayette College 1996 — 2000
BA, History
McCallie School 1991 — 1996
MFS Investment Management April 2010 - Present
Natixis Global Associates September 2007 - October 2009
Columbia Management 2003 - 2007
Education
Northeastern University - Graduate School of Business Administration 2008 — 2012
Master of Business Administration (M.B.A.)
Northeastern University - Graduate School of Business Administration 2008 — 2012
MS in Finance
Lafayette College 1996 — 2000
BA, History
McCallie School 1991 — 1996
Jeremy Kerpka Jeremy Kerpka's Natixis Global Associates Experience July 2011 - May 2012
Job Shareholder Communication Manager at Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management March 2015 - Present
Natixis Global Asset Management May 2012 - Present
Natixis Global Associates July 2011 - May 2012
Northeastern University September 2008 - December 2011
Glens Falls Music Academy May 2010 - August 2010
St. Mary's-St. Alphonsus Catholic School May 2008 - August 2008
Skills
Microsoft Office, Mailing List Management, Aprimo, Fullfillment, Facebook, Adobe Acrobat, Mutual Funds, Access, Bulk Mailing, Marketing Communications, Outlook, Android, Customer Service, Microsoft Excel, Invoicing, Project Management, QuickBooks, Quality Control, Research, Vendor Management, Windows, Mac OS
Education
Northeastern University 2008 — 2012
Bachelor of Science (BS), Business Administration; Entrepreneurship. Minor in Music Industry
Natixis Global Asset Management March 2015 - Present
Natixis Global Asset Management May 2012 - Present
Natixis Global Associates July 2011 - May 2012
Northeastern University September 2008 - December 2011
Glens Falls Music Academy May 2010 - August 2010
St. Mary's-St. Alphonsus Catholic School May 2008 - August 2008
Skills
Microsoft Office, Mailing List Management, Aprimo, Fullfillment, Facebook, Adobe Acrobat, Mutual Funds, Access, Bulk Mailing, Marketing Communications, Outlook, Android, Customer Service, Microsoft Excel, Invoicing, Project Management, QuickBooks, Quality Control, Research, Vendor Management, Windows, Mac OS
Education
Northeastern University 2008 — 2012
Bachelor of Science (BS), Business Administration; Entrepreneurship. Minor in Music Industry
Garrett McNeill's Natixis Global Associates Experience May 2011 - September 2011
Job Research Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
FactSet September 2014 - March 2015
FactSet February 2013 - March 2015
Bentley University December 2010 - December 2012
Natixis Global Asset Management May 2012 - August 2012
Natixis Global Associates May 2011 - September 2011
Skills
Investments, Financial Analysis, Microsoft Word, Microsoft Office, FactSet, Microsoft Excel, PowerPoint, Financial Reporting, Finance, Investment Banking, Investment Strategies, Mutual Funds, Project Management, Research, Securities
Education
Bentley University 2009 — 2012
Bachelor of Science, Major: Corporate Finance and Accounting
Lynnfield High
Lynnfield High
Fidelity Investments March 2015 - Present
FactSet September 2014 - March 2015
FactSet February 2013 - March 2015
Bentley University December 2010 - December 2012
Natixis Global Asset Management May 2012 - August 2012
Natixis Global Associates May 2011 - September 2011
Skills
Investments, Financial Analysis, Microsoft Word, Microsoft Office, FactSet, Microsoft Excel, PowerPoint, Financial Reporting, Finance, Investment Banking, Investment Strategies, Mutual Funds, Project Management, Research, Securities
Education
Bentley University 2009 — 2012
Bachelor of Science, Major: Corporate Finance and Accounting
Lynnfield High
Lynnfield High
Adam Stojanowski Adam Stojanowski's Natixis Global Associates Experience November 2008 - Present
Job Managing Regional Director at Natixis Global Associates
Industry Financial Services
Experience
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 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
Jim Dolan Jim Dolan's Natixis Global Associates Experience 2008 - February 2010
Job Vice President, Retirement Strategies at Natixis Global Asset Management
Industry Financial Services
Experience
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 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
Matthew Jerome Matthew Jerome's Natixis Global Associates Experience September 2007 - September 2010
Job Senior Financial Services at EY
Industry Legal Services
Experience
EY January 2015 - Present
State Street Global Markets March 2014 - January 2015
State Street Global Markets November 2012 - March 2014
Law Office of Matthew A. Jerome August 2012 - September 2013
Angele Restaurant & Bar January 2011 - November 2012
Natixis Global Associates September 2007 - September 2010
Grill 23 & Bar August 2001 - September 2010
Skills
Legal Research, Securities, Legal Writing, Mutual Funds
Education
Suffolk University Law School 2004 — 2007
JD
Northeastern University 1996 — 2001
BS, Criminal Justice
EY January 2015 - Present
State Street Global Markets March 2014 - January 2015
State Street Global Markets November 2012 - March 2014
Law Office of Matthew A. Jerome August 2012 - September 2013
Angele Restaurant & Bar January 2011 - November 2012
Natixis Global Associates September 2007 - September 2010
Grill 23 & Bar August 2001 - September 2010
Skills
Legal Research, Securities, Legal Writing, Mutual Funds
Education
Suffolk University Law School 2004 — 2007
JD
Northeastern University 1996 — 2001
BS, Criminal Justice
Cliff Soo Hoo Cliff Soo Hoo's Natixis Global Associates Experience April 2007 - March 2010
Job Space Planner at BRG
Industry Facilities Services
Experience
BRG May 2013 - Present
One Workplace April 2010 - Present
Natixis Global Associates April 2007 - March 2010
Walgreens August 2004 - August 2005
ESM Marketing May 2003 - August 2003
Skills
Sales, Marketing, Strategic Planning, Microsoft Office, Account Management, Microsoft Excel, Customer Service, Budgets, Marketing Strategy, Pricing, PowerPoint, Management, Business Development, Negotiation, Sales Management, Project Management, Business Strategy, Microsoft Word, Outlook, Leadership, Operations Management, Retail, Project Planning
Education
California State University-Long Beach - College of Business Administration 1999 — 2004
Bachelor, Marketing
San Ramon Valley High School 1996 — 1999
Diploma
BRG May 2013 - Present
One Workplace April 2010 - Present
Natixis Global Associates April 2007 - March 2010
Walgreens August 2004 - August 2005
ESM Marketing May 2003 - August 2003
Skills
Sales, Marketing, Strategic Planning, Microsoft Office, Account Management, Microsoft Excel, Customer Service, Budgets, Marketing Strategy, Pricing, PowerPoint, Management, Business Development, Negotiation, Sales Management, Project Management, Business Strategy, Microsoft Word, Outlook, Leadership, Operations Management, Retail, Project Planning
Education
California State University-Long Beach - College of Business Administration 1999 — 2004
Bachelor, Marketing
San Ramon Valley High School 1996 — 1999
Diploma
Daniel Rosales Daniel Rosales's Natixis Global Associates Experience September 2010 - December 2011
Job Managing Regional Director Offshore at Natixis Global Asset Management
Industry Financial Services
Experience
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 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
Shawn Vallee Shawn Vallee's Natixis Global Associates Experience June 2006 - April 2013
Job Managing Regional DirectorS.Florida at Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management April 2013 - Present
NATIXIS Global Associates June 2006 - April 2013
Eaton Vance Distributors Inc. 2000 - 2006
Skills
Alternative Investments, Mutual Funds, Series 7, Fixed Income
Education
Plymouth State University 1992 — 1996
Bachelor of Science (BS), Biology/Chemistry
Duxbury High School 1988 — 1992
Natixis Global Asset Management April 2013 - Present
NATIXIS Global Associates June 2006 - April 2013
Eaton Vance Distributors Inc. 2000 - 2006
Skills
Alternative Investments, Mutual Funds, Series 7, Fixed Income
Education
Plymouth State University 1992 — 1996
Bachelor of Science (BS), Biology/Chemistry
Duxbury High School 1988 — 1992
Sarah Schiavoni Sullivan CFP®'s Natixis Global Associates Experience January 2007 - February 2008
Job Vice President, Business Consulting, LPL Financial
Industry Financial Services
Experience
LPL Financial July 2010 - Present
Seascape Capital Management February 2008 - July 2009
Natixis Global Associates January 2007 - February 2008
Natixis Global Associates April 2005 - January 2007
Eaton Vance Distributors April 2002 - April 2005
Morgan Stanley June 2000 - April 2002
Skills
Series 7, Business Development, Investment Strategies, Mutual Funds, Retirement, Series 63, Financial Advisory, Financial Services, Series 6, Finance, Portfolio Management
Education
University of Massachusetts at Amherst - Isenberg School of Management
Bachelors, Finance, Spanish
Universidad de Sevilla
Business Program
LPL Financial July 2010 - Present
Seascape Capital Management February 2008 - July 2009
Natixis Global Associates January 2007 - February 2008
Natixis Global Associates April 2005 - January 2007
Eaton Vance Distributors April 2002 - April 2005
Morgan Stanley June 2000 - April 2002
Skills
Series 7, Business Development, Investment Strategies, Mutual Funds, Retirement, Series 63, Financial Advisory, Financial Services, Series 6, Finance, Portfolio Management
Education
University of Massachusetts at Amherst - Isenberg School of Management
Bachelors, Finance, Spanish
Universidad de Sevilla
Business Program
Laura (Kling) Baffico Laura (Kling) Baffico's Natixis Global Associates Experience June 2005 - June 2007
Job Regional Consultant at Thornburg Investment Management
Industry Financial Services
Experience
Thornburg Investment Management March 2015 - Present
Four Wood Capital Partners January 2014 - March 2015
Cohen & Steers October 2010 - December 2013
New York Life Insurance Company/MainStay Investments September 2007 - October 2010
NATIXIS Global Associates June 2005 - June 2007
John Hancock Life Insurance Company (U.S.A.) June 2002 - June 2005
State Street Research September 2000 - June 2002
Skills
Mutual Funds, Series 7, Investments, Alternative Investments, Series 63, Asset Allocation, Wealth Management, Asset Management, Equities, Portfolio Management, Securities
Education
St. Lawrence University 1995 — 1999
Agnes Irwin 1983 — 1995
Thornburg Investment Management March 2015 - Present
Four Wood Capital Partners January 2014 - March 2015
Cohen & Steers October 2010 - December 2013
New York Life Insurance Company/MainStay Investments September 2007 - October 2010
NATIXIS Global Associates June 2005 - June 2007
John Hancock Life Insurance Company (U.S.A.) June 2002 - June 2005
State Street Research September 2000 - June 2002
Skills
Mutual Funds, Series 7, Investments, Alternative Investments, Series 63, Asset Allocation, Wealth Management, Asset Management, Equities, Portfolio Management, Securities
Education
St. Lawrence University 1995 — 1999
Agnes Irwin 1983 — 1995
Debra Pakeman Debra Pakeman's Natixis Global Associates Experience October 2007 - September 2008
Job Executive Assistant/Project Coordinator
Industry Financial Services
Experience
Citi November 2011 - Present
LS Investment Advisors, LLC October 2008 - February 2011
Natixis Global Associates October 2007 - September 2008
Banc of America Securities January 2003 - September 2005
Banc of America Securities March 1998 - December 2002
The Bank of New York Mellon (ESI) March 1997 - February 1998
NationsBank November 1993 - February 1997
Skills
Project Portfolio..., General Business..., Administrative Work, Management, Banking, Financial Services, SDLC, Vendor Management, Process Improvement, Marketing, Risk Management, Team Leadership, Business Analysis, Leadership, Budgets, Project Management, SharePoint, Visio, Software Project..., Strategic Planning, PMO, Program Management, Portfolio Management, Finance, Sales, Team Building, IT Strategy, Software Documentation, Business Process..., Governance, Change Management, Business Process
Education
California State University-East Bay 2003 — 2006
BA, Human Development
California State University-East Bay
Citi November 2011 - Present
LS Investment Advisors, LLC October 2008 - February 2011
Natixis Global Associates October 2007 - September 2008
Banc of America Securities January 2003 - September 2005
Banc of America Securities March 1998 - December 2002
The Bank of New York Mellon (ESI) March 1997 - February 1998
NationsBank November 1993 - February 1997
Skills
Project Portfolio..., General Business..., Administrative Work, Management, Banking, Financial Services, SDLC, Vendor Management, Process Improvement, Marketing, Risk Management, Team Leadership, Business Analysis, Leadership, Budgets, Project Management, SharePoint, Visio, Software Project..., Strategic Planning, PMO, Program Management, Portfolio Management, Finance, Sales, Team Building, IT Strategy, Software Documentation, Business Process..., Governance, Change Management, Business Process
Education
California State University-East Bay 2003 — 2006
BA, Human Development
California State University-East Bay
Julie Colucci's Natixis Global Associates Experience November 2003 - September 2005
Job Client Account Team Supervisor at BTS Asset Management
Industry Financial Services
Experience
BTS Asset Management October 2010 - Present
Silver Bridge Advisors February 2008 - July 2010
Silver Bridge Advisors February 2006 - February 2008
Boston Financial Data Services October 2005 - February 2006
Natixis Global Associates November 2003 - September 2005
Natixis Global Advisors September 2002 - November 2003
Fidelity Investments September 2001 - August 2002
Enmed Inc. September 2000 - April 2001
Consumer Credit Counseling Service February 1994 - September 2000
Skills
Financial Services, Management, Mutual Funds, Portfolio Management, Process Improvement, CRM, Analysis, Asset Allocation
Education
State University of New York College at Geneseo 1987 — 1991
BS, Elementary Education
BTS Asset Management October 2010 - Present
Silver Bridge Advisors February 2008 - July 2010
Silver Bridge Advisors February 2006 - February 2008
Boston Financial Data Services October 2005 - February 2006
Natixis Global Associates November 2003 - September 2005
Natixis Global Advisors September 2002 - November 2003
Fidelity Investments September 2001 - August 2002
Enmed Inc. September 2000 - April 2001
Consumer Credit Counseling Service February 1994 - September 2000
Skills
Financial Services, Management, Mutual Funds, Portfolio Management, Process Improvement, CRM, Analysis, Asset Allocation
Education
State University of New York College at Geneseo 1987 — 1991
BS, Elementary Education
Trish O'Connor's Natixis Global Associates Experience March 2006 - March 2008
Job
Industry Financial Services
Experience
OppenheimerFunds May 2010 - Present
OppenheimerFunds March 2008 - May 2010
Natixis Global Associates March 2006 - March 2008
State Street April 2004 - March 2006
Skills
Alternative Investments, Asset Allocation, Capital Markets, Investments, Mutual Funds, Series 7, Equities, Portfolio Management, Series 63, Financial Services, Asset Management, Fixed Income, Hedge Funds
Education
Providence College 1999 — 2003
OppenheimerFunds May 2010 - Present
OppenheimerFunds March 2008 - May 2010
Natixis Global Associates March 2006 - March 2008
State Street April 2004 - March 2006
Skills
Alternative Investments, Asset Allocation, Capital Markets, Investments, Mutual Funds, Series 7, Equities, Portfolio Management, Series 63, Financial Services, Asset Management, Fixed Income, Hedge Funds
Education
Providence College 1999 — 2003
Paula Tyska's Natixis Global Associates Experience August 2007 - Present
Job Content Manager at Natixis Global Associates
Industry Internet
Experience
Natixis Global Associates August 2007 - Present
Digitas August 2006 - August 2007
Education
New Jersey City University 1994 — 1998
Natixis Global Associates August 2007 - Present
Digitas August 2006 - August 2007
Education
New Jersey City University 1994 — 1998
Mark Loughman's Natixis Global Associates Experience 2003 - 2006
Job VP and Assistant General Counsel at Loomis, Sayles & Co., L.P.
Industry Financial Services
Experience
Loomis, Sayles & Co., L.P. July 2006 - Present
Natixis Global Associates 2003 - 2006
IXIS Asset Management, Global Associates Division 2003 - 2006
Dechert LLP 1996 - 2003
Skills
Investment Advisers Act
Education
The University of Texas at Austin 1993 — 1996
JD, Law
Georgetown University 1985 — 1989
Bachelor of Arts, Government
Loomis, Sayles & Co., L.P. July 2006 - Present
Natixis Global Associates 2003 - 2006
IXIS Asset Management, Global Associates Division 2003 - 2006
Dechert LLP 1996 - 2003
Skills
Investment Advisers Act
Education
The University of Texas at Austin 1993 — 1996
JD, Law
Georgetown University 1985 — 1989
Bachelor of Arts, Government
Sireesha Meka's Natixis Global Associates Experience September 2010 - Present
Job Senior Software Developer Natixis Global Associates
Industry Financial Services
Experience
Natixis Global Associates September 2010 - Present
Aspiant Inc June 2009 - August 2010
Microsoft April 2005 - May 2009
Skills
C#, Microsoft SQL Server, XML, .NET, SQL
Education
Western Michigan University 2002 — 2004
Master's, computer science
Jawaharlal Nehru Technological University 1998 — 2002
Bachelor, computer science
Natixis Global Associates September 2010 - Present
Aspiant Inc June 2009 - August 2010
Microsoft April 2005 - May 2009
Skills
C#, Microsoft SQL Server, XML, .NET, SQL
Education
Western Michigan University 2002 — 2004
Master's, computer science
Jawaharlal Nehru Technological University 1998 — 2002
Bachelor, computer science
Leslie (Carty) Checkman's Natixis Global Associates Experience May 2006 - March 2011
Job Senior Vice President, Account Management at Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management June 2013 - Present
Natixis Global Asset Management March 2011 - June 2013
Natixis Global Associates May 2006 - March 2011
FundQuest November 2004 - May 2006
Fidelity Investments January 1996 - November 2004
Putnam Investments June 1994 - December 1995
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2004
MBA, Marketing
College of the Holy Cross 1990 — 1994
Natixis Global Asset Management June 2013 - Present
Natixis Global Asset Management March 2011 - June 2013
Natixis Global Associates May 2006 - March 2011
FundQuest November 2004 - May 2006
Fidelity Investments January 1996 - November 2004
Putnam Investments June 1994 - December 1995
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2004
MBA, Marketing
College of the Holy Cross 1990 — 1994
Cassandra McDonald, CFA, CAIA, AIF®'s Natixis Global Associates Experience October 2010 - November 2011
Job Senior Strategic Planning Analyst
Industry Financial Services
Experience
John Hancock Investments June 2015 - Present
Sentinel Benefits & Financial Group December 2012 - May 2015
Natixis Global Asset Management October 2011 - December 2012
Natixis Global Associates October 2010 - November 2011
Natixis Global Associates April 2010 - October 2010
Natixis Global Associates March 2008 - April 2010
Fidelity Investments February 2008 - March 2008
Fidelity Investments March 2007 - February 2008
Fidelity Investments June 2006 - March 2007
Skills
Mutual Funds, Investment Strategies, Asset Allocation, Investments, Investment Management, Asset Management, Series 7, Alternative Investments, Equities, Fixed Income, Securities
Education
Boston University - School of Management 2002 — 2006
Bachelor of Science, Finance, Entrepreneurship
John Hancock Investments June 2015 - Present
Sentinel Benefits & Financial Group December 2012 - May 2015
Natixis Global Asset Management October 2011 - December 2012
Natixis Global Associates October 2010 - November 2011
Natixis Global Associates April 2010 - October 2010
Natixis Global Associates March 2008 - April 2010
Fidelity Investments February 2008 - March 2008
Fidelity Investments March 2007 - February 2008
Fidelity Investments June 2006 - March 2007
Skills
Mutual Funds, Investment Strategies, Asset Allocation, Investments, Investment Management, Asset Management, Series 7, Alternative Investments, Equities, Fixed Income, Securities
Education
Boston University - School of Management 2002 — 2006
Bachelor of Science, Finance, Entrepreneurship
Dave Goodsell's Natixis Global Associates Experience VP Corporate CommunicationsIXIS Asset Management2001 - Present
Job VP Corporate Communications at Natixis Global Associates
Industry Financial Services
Experience
Natixis Global Associates VP Corporate CommunicationsIXIS Asset Management2001 - Present
Education
Suffolk University 1985 — 1985
Natixis Global Associates VP Corporate CommunicationsIXIS Asset Management2001 - Present
Education
Suffolk University 1985 — 1985
Brendan Flanagan's Natixis Global Associates Experience 2000 - 2004
Job Regional Director at LPL Financial Services
Industry Financial Services
Experience
LPL Financial Services May 2007 - Present
Natixis Global Associates 2000 - 2004
Education
Saint Anselm College 1993 — 1997
Bachelor of Arts
LPL Financial Services May 2007 - Present
Natixis Global Associates 2000 - 2004
Education
Saint Anselm College 1993 — 1997
Bachelor of Arts
Elizabeth Morency's Natixis Global Associates Experience January 2007 - August 2007
Job Account Manager
Industry Real Estate
Experience
The Mount Vernon Company March 2010 - Present
New England Homes for the Deaf December 2007 - March 2010
Natixis Global Associates January 2007 - August 2007
Skills
Microsoft Excel, Spanish, Financial Analysis, Credit, Finance, PowerPoint, Microsoft Office, Marketing, Outlook, Market Research, Microsoft Word, Access, Lotus Notes, English, Sales, Analysis, Management, Research, Event Management, Credit Analysis
Education
Salem State University 2009 — 2014
Master of Business Administration (MBA)
Simmons College 2005 — 2007
Bachelor's degree, Psychology
The Mount Vernon Company March 2010 - Present
New England Homes for the Deaf December 2007 - March 2010
Natixis Global Associates January 2007 - August 2007
Skills
Microsoft Excel, Spanish, Financial Analysis, Credit, Finance, PowerPoint, Microsoft Office, Marketing, Outlook, Market Research, Microsoft Word, Access, Lotus Notes, English, Sales, Analysis, Management, Research, Event Management, Credit Analysis
Education
Salem State University 2009 — 2014
Master of Business Administration (MBA)
Simmons College 2005 — 2007
Bachelor's degree, Psychology
Karen (MacQuarrie) Croteau's Natixis Global Associates Experience February 1999 - November 2006
Job Senior Manager Customer Implementation Success Management Cloud Services at Oracle Corporation
Industry Information Technology and Services
Experience
Oracle Corporation May 2015 - Present
Oracle Corporation May 2010 - May 2015
Oracle/Siebel November 2006 - May 2010
Natixis Global Associates February 1999 - November 2006
Epsilon Data Management October 1998 - February 1999
DST Systems April 1997 - October 1998
BayBank September 1994 - April 1997
Skills
IT Strategy, Cloud Computing, CRM, Team Building, Team Leadership, Cross-functional Team..., Resource Management, SaaS, Software Development, Business Intelligence, Software Project..., Professional Services, Enterprise Software, Siebel, Integration, Solution Architecture, Business Analysis, Customer Service, Business Process, ITIL, Business Process..., Product Management, CRM software, Management, Change Management
Education
Fairfield University 1990 — 1994
Bachelor of Science (BS), Marketing, Minor in Information Systems
Oracle Corporation May 2015 - Present
Oracle Corporation May 2010 - May 2015
Oracle/Siebel November 2006 - May 2010
Natixis Global Associates February 1999 - November 2006
Epsilon Data Management October 1998 - February 1999
DST Systems April 1997 - October 1998
BayBank September 1994 - April 1997
Skills
IT Strategy, Cloud Computing, CRM, Team Building, Team Leadership, Cross-functional Team..., Resource Management, SaaS, Software Development, Business Intelligence, Software Project..., Professional Services, Enterprise Software, Siebel, Integration, Solution Architecture, Business Analysis, Customer Service, Business Process, ITIL, Business Process..., Product Management, CRM software, Management, Change Management
Education
Fairfield University 1990 — 1994
Bachelor of Science (BS), Marketing, Minor in Information Systems
Manav Sehgal's Natixis Global Associates Experience 2008 - 2009
Job Web Applications Manager at Natixis
Industry Information Technology and Services
Experience
Natixis Global Asset Management January 2010 - Present
Natixis Global Associates 2008 - 2009
Network World Inc. January 2001 - April 2008
Skills
SharePoint, HTML, CSS, Windows, SQL Server, Microsoft SQL Server, SQL, JavaScript, Web Development, Web Applications, SDLC, Agile Methodologies, Software Development
Education
Harvard Extension School 2011 — 2014
Natixis Global Asset Management January 2010 - Present
Natixis Global Associates 2008 - 2009
Network World Inc. January 2001 - April 2008
Skills
SharePoint, HTML, CSS, Windows, SQL Server, Microsoft SQL Server, SQL, JavaScript, Web Development, Web Applications, SDLC, Agile Methodologies, Software Development
Education
Harvard Extension School 2011 — 2014
Richard Davis, CFA's Natixis Global Associates Experience September 2008 - May 2009
Job Managing Director, Investments at Rampart Investment Management
Industry Investment Management
Experience
Rampart Investment Management September 2009 - Present
Rampart Investment Management September 2009 - March 2012
Natixis Global Associates September 2008 - May 2009
Geode Capital Management June 2007 - September 2008
SunTrust Bank 2003 - 2004
SunTrust Bank 2003 - 2004
SunTrust Bank 2003 - 2004
SunTrust Bank 2003 - 2004
SunTrust Bank 2003 - 2004
SunTrust Bank 2003 - 2004
Skills
Investments, Investment Management, Financial Services, Hedge Funds, Asset Managment, Equities, Fixed Income, Mutual Funds, Alternative Investments, Series 7, Securities, Portfolio Management, Series 63, Relationship Management, Trading, Wealth Management
Education
The University of Texas at Austin - The Red McCombs School of Business 1980 — 1982
MBA, Finance & Accounting
Hamilton College
BA, Economics
Middlesex School
High School
Rampart Investment Management September 2009 - Present
Rampart Investment Management September 2009 - March 2012
Natixis Global Associates September 2008 - May 2009
Geode Capital Management June 2007 - September 2008
SunTrust Bank 2003 - 2004
SunTrust Bank 2003 - 2004
SunTrust Bank 2003 - 2004
SunTrust Bank 2003 - 2004
SunTrust Bank 2003 - 2004
SunTrust Bank 2003 - 2004
Skills
Investments, Investment Management, Financial Services, Hedge Funds, Asset Managment, Equities, Fixed Income, Mutual Funds, Alternative Investments, Series 7, Securities, Portfolio Management, Series 63, Relationship Management, Trading, Wealth Management
Education
The University of Texas at Austin - The Red McCombs School of Business 1980 — 1982
MBA, Finance & Accounting
Hamilton College
BA, Economics
Middlesex School
High School
Julie Nason's Natixis Global Associates Experience December 2008 - April 2012
Job Marketing & Event Planning
Industry Financial Services
Experience
Iron Mountain April 2012 - Present
Natixis Global Associates December 2008 - April 2012
Suffolk Construction May 2006 - September 2008
Skills
Marketing, PowerPoint, Budgets, Microsoft Excel, Marketing Strategy, Management, Program Management, Administrative..., Microsoft Office, Social Networking, Salesforce.com, Customer Service, Event Management, Press Releases, Public Relations, Social Media Marketing, Facebook, Market Research, Project Management, Leadership, Marketing Communications, Strategic Planning, CRM
Education
Assumption College 2001 — 2005
Bachelors, English Communications
Iron Mountain April 2012 - Present
Natixis Global Associates December 2008 - April 2012
Suffolk Construction May 2006 - September 2008
Skills
Marketing, PowerPoint, Budgets, Microsoft Excel, Marketing Strategy, Management, Program Management, Administrative..., Microsoft Office, Social Networking, Salesforce.com, Customer Service, Event Management, Press Releases, Public Relations, Social Media Marketing, Facebook, Market Research, Project Management, Leadership, Marketing Communications, Strategic Planning, CRM
Education
Assumption College 2001 — 2005
Bachelors, English Communications
Theodore LeClair's Natixis Global Associates Experience January 2006 - Present
Job Vice President at Natixis Global Associates
Industry Financial Services
Experience
Boat Division 42 December 2007 - Present
Natixis Global Associates January 2006 - Present
Inshore Boat Unit 22 October 2005 - December 2007
Education
Harvard University, John F. Kennedy School of Government 2003 — 2004
Boat Division 42 December 2007 - Present
Natixis Global Associates January 2006 - Present
Inshore Boat Unit 22 October 2005 - December 2007
Education
Harvard University, John F. Kennedy School of Government 2003 — 2004
Peter M. Joyce's Natixis Global Associates Experience January 2002 - March 2008
Job Marketing Communications
Industry Marketing and Advertising
Experience
Consulant September 2012 - Present
Triad Retail Media September 2008 - June 2011
Natixis Global Associates January 2002 - March 2008
Arnold Worldwide 1990 - 2001
Skills
Client Services, Sales Management, Vendor Relations
Education
Stonehill College 1978 — 1982
Bachelor of Science (BS), Business and Communications
Consulant September 2012 - Present
Triad Retail Media September 2008 - June 2011
Natixis Global Associates January 2002 - March 2008
Arnold Worldwide 1990 - 2001
Skills
Client Services, Sales Management, Vendor Relations
Education
Stonehill College 1978 — 1982
Bachelor of Science (BS), Business and Communications
Betsy Dusak's Natixis Global Associates Experience May 2011 - Present
Job Retired
Industry Pharmaceuticals
Experience
Natixis Global Associates May 2011 - Present
AstraZeneca 2002 - Present
AstraZeneca 2002 - Present
AstraZeneca May 2002 - May 2011
AstraZeneca 2002 - 2011
DuPont Pharmaceuticals 1991 - 2001
Education
Temple University - Fox School of Business and Management 1981 — 1985
MBA, Marketing
Natixis Global Associates May 2011 - Present
AstraZeneca 2002 - Present
AstraZeneca 2002 - Present
AstraZeneca May 2002 - May 2011
AstraZeneca 2002 - 2011
DuPont Pharmaceuticals 1991 - 2001
Education
Temple University - Fox School of Business and Management 1981 — 1985
MBA, Marketing
Nathan Fair's Natixis Global Associates Experience May 2006 - March 2012
Job Regional VP Advisor Consultant at Hartford Funds
Industry Financial Services
Experience
Hartford Funds June 2013 - Present
Pioneer Investments 2012 - May 2013
Natixis Global Associates May 2006 - March 2012
Guardian Investor Services 2005 - 2006
American Express Financial Advisors September 2002 - July 2005
Skills
Mutual Funds, Series 7, Securities, Series 63, Asset Allocation, Alternative Investments, Retirement Planning, Series 6, ETFs, Investments, Asset Managment, Uniform Combined State..., Separately Managed..., Wealth Management, Investment Advisory, Fixed Income, Equities
Education
Beloit College 1995 — 1999
BA Business Administration, Economics
Hartford Funds June 2013 - Present
Pioneer Investments 2012 - May 2013
Natixis Global Associates May 2006 - March 2012
Guardian Investor Services 2005 - 2006
American Express Financial Advisors September 2002 - July 2005
Skills
Mutual Funds, Series 7, Securities, Series 63, Asset Allocation, Alternative Investments, Retirement Planning, Series 6, ETFs, Investments, Asset Managment, Uniform Combined State..., Separately Managed..., Wealth Management, Investment Advisory, Fixed Income, Equities
Education
Beloit College 1995 — 1999
BA Business Administration, Economics
Leslie Carty Checkman's Natixis Global Associates Experience Marketing ManagerFidelity InvestmentsJanuary 1996 - November 2005
Job AVP, Marketing at Natixis Global Associates
Industry Financial Services
Experience
Natixis Global Associates Marketing ManagerFidelity InvestmentsJanuary 1996 - November 2005
Putnam Investments May 1994 - December 1995
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2004
MBA, Marketing
College of the Holy Cross 1990 — 1994
Natixis Global Associates Marketing ManagerFidelity InvestmentsJanuary 1996 - November 2005
Putnam Investments May 1994 - December 1995
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2004
MBA, Marketing
College of the Holy Cross 1990 — 1994
Chris Bohane's Natixis Global Associates Experience May 1998 - January 2001
Job Assistant General Counsel at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management March 2013 - Present
MFS Investment Management April 2003 - March 2013
K&L Gates January 2001 - April 2003
Natixis Global Associates May 1998 - January 2001
Skills
Securities Regulation, Securities, Mutual Funds, Hedge Funds, Corporate Governance, Corporate Law, Asset Managment, Alternative Investments, Private Equity, Due Diligence, Investment Management, Asset Management, Financial Services
Education
Suffolk University Law School 1996 — 1999
JD
Williams College 1992 — 1996
B.A., History
Hanover High School 1988 — 1992
MFS Investment Management March 2013 - Present
MFS Investment Management April 2003 - March 2013
K&L Gates January 2001 - April 2003
Natixis Global Associates May 1998 - January 2001
Skills
Securities Regulation, Securities, Mutual Funds, Hedge Funds, Corporate Governance, Corporate Law, Asset Managment, Alternative Investments, Private Equity, Due Diligence, Investment Management, Asset Management, Financial Services
Education
Suffolk University Law School 1996 — 1999
JD
Williams College 1992 — 1996
B.A., History
Hanover High School 1988 — 1992
Amanda Hahn's Natixis Global Associates Experience August 2008 - May 2009
Job Human Resources
Industry Human Resources
Experience
Investment Management Firm August 2010 - Present
Natixis Global Associates August 2008 - May 2009
Gourmet Caterers November 2007 - July 2008
Aramark August 2000 - October 2007
Skills
Onboarding, Recruiting, Employee Benefits, Human Resources, Leadership, Employee Relations, Training, Interviews
Education
Pennsylvania State University 1996 — 2000
Investment Management Firm August 2010 - Present
Natixis Global Associates August 2008 - May 2009
Gourmet Caterers November 2007 - July 2008
Aramark August 2000 - October 2007
Skills
Onboarding, Recruiting, Employee Benefits, Human Resources, Leadership, Employee Relations, Training, Interviews
Education
Pennsylvania State University 1996 — 2000
Scott Goranson's Natixis Global Associates Experience April 2005 - May 2008
Job Associate Team Leader of Financial Reporting at Brown Brothers Harriman
Industry Investment Management
Experience
Brown Brothers Harriman May 2008 - Present
Natixis Global Associates April 2005 - May 2008
State Street September 2000 - April 2005
Skills
Audit Coordination, Financial Reporting, Expense Budgeting, Regulatory Filings, Project Coordination, Derivatives, Valuation, Mutual Funds, Internal Controls, SEC reporting, Accounting, Fund Conversions, Risk Management, Client Communication, Hedge Funds, Tax, Financial Services, Budgets, SEC filings, Finance, Auditing, Bloomberg, SEC Filings
Education
Roanoke College 1990 — 1994
Bachelor of Arts, History
Brown Brothers Harriman May 2008 - Present
Natixis Global Associates April 2005 - May 2008
State Street September 2000 - April 2005
Skills
Audit Coordination, Financial Reporting, Expense Budgeting, Regulatory Filings, Project Coordination, Derivatives, Valuation, Mutual Funds, Internal Controls, SEC reporting, Accounting, Fund Conversions, Risk Management, Client Communication, Hedge Funds, Tax, Financial Services, Budgets, SEC filings, Finance, Auditing, Bloomberg, SEC Filings
Education
Roanoke College 1990 — 1994
Bachelor of Arts, History
Ralph V. Nobleza's Natixis Global Associates Experience June 2004 - August 2008
Job Operations Manager at Skyway Electric and Solar
Industry Investment Management
Experience
Skyway Electric and Solar August 2014 - Present
ARC Document Solutions September 2012 - August 2014
Fiserv August 2010 - January 2012
Natixis Gobal Asset Management June 2004 - February 2010
Natixis Global Associates June 2004 - August 2008
Wells Fargo Bank December 2001 - May 2004
Skills
Asset Managment, Portfolio Management, Business Analysis, Equities, Investments, Asset Management, Financial Services, Microsoft Office, Process Improvement, Leadership
Education
De Anza College 1992 — 1996
Skyway Electric and Solar August 2014 - Present
ARC Document Solutions September 2012 - August 2014
Fiserv August 2010 - January 2012
Natixis Gobal Asset Management June 2004 - February 2010
Natixis Global Associates June 2004 - August 2008
Wells Fargo Bank December 2001 - May 2004
Skills
Asset Managment, Portfolio Management, Business Analysis, Equities, Investments, Asset Management, Financial Services, Microsoft Office, Process Improvement, Leadership
Education
De Anza College 1992 — 1996
Alex Knight's Natixis Global Associates Experience April 2010 - December 2012
Job Regional Director Natixis Asset Management
Industry Financial Services
Experience
Natixis Global Associates April 2010 - December 2012
Fidelity Investments July 2007 - April 2010
Skills
Series 7, Series 6, Series 63
Education
Roanoke College 2004 — 2007
Business Administration
Natixis Global Associates April 2010 - December 2012
Fidelity Investments July 2007 - April 2010
Skills
Series 7, Series 6, Series 63
Education
Roanoke College 2004 — 2007
Business Administration
Peter Veilleux's Natixis Global Associates Experience April 2000 - January 2010
Job Senior Database Administrator at Nuance Communications
Industry Marketing and Advertising
Experience
Nuance Communications August 2013 - Present
Epsilon September 2011 - August 2013
LogixHealth January 2010 - August 2011
Natixis Global Associates April 2000 - January 2010
Sybase April 1997 - October 1999
Skills
SSIS, Database Design, Microsoft SQL Server, Business Objects, SQL, Servers, Data Management, Security, Stored Procedures, SSRS, T-SQL, ETL, Database Administration, DTS, Data Modeling, Software Development, SQL Tuning, Disaster Recovery, Data Warehousing, Databases
Education
Bentley University 1991 — 1995
Bachelor of Science, Computer Information Systems
Nuance Communications August 2013 - Present
Epsilon September 2011 - August 2013
LogixHealth January 2010 - August 2011
Natixis Global Associates April 2000 - January 2010
Sybase April 1997 - October 1999
Skills
SSIS, Database Design, Microsoft SQL Server, Business Objects, SQL, Servers, Data Management, Security, Stored Procedures, SSRS, T-SQL, ETL, Database Administration, DTS, Data Modeling, Software Development, SQL Tuning, Disaster Recovery, Data Warehousing, Databases
Education
Bentley University 1991 — 1995
Bachelor of Science, Computer Information Systems
Tyber Lesjack's Natixis Global Associates Experience September 2008 - August 2010
Job Manager at Wells Capital Management
Industry Financial Services
Experience
Wells Capital Management May 2012 - Present
LOYAL3 September 2010 - May 2012
Natixis Global Associates September 2008 - August 2010
Charles Schwab Bank 2006 - September 2008
Charles Schwab 2003 - 2006
Charles Schwab January 2001 - January 2003
Charles Schwab January 1999 - January 2001
Charles Schwab January 1998 - January 1999
Charles Schwab & Co. Inc January 1997 - January 1998
Menendez Financial January 1996 - January 1997
Skills
Client Service, Series 7, Separate Accounts, Securities, Process Engineering, Operations Management, Excel, Team Building, Change Management, Word, SEC compliance, FINRA, Restricted Stock, DTC, Corporate Actions, Fund Administration
Education
California State University-Sacramento
Bachelor Degree, Finance and Insurance with a minor in Economics
Wells Capital Management May 2012 - Present
LOYAL3 September 2010 - May 2012
Natixis Global Associates September 2008 - August 2010
Charles Schwab Bank 2006 - September 2008
Charles Schwab 2003 - 2006
Charles Schwab January 2001 - January 2003
Charles Schwab January 1999 - January 2001
Charles Schwab January 1998 - January 1999
Charles Schwab & Co. Inc January 1997 - January 1998
Menendez Financial January 1996 - January 1997
Skills
Client Service, Series 7, Separate Accounts, Securities, Process Engineering, Operations Management, Excel, Team Building, Change Management, Word, SEC compliance, FINRA, Restricted Stock, DTC, Corporate Actions, Fund Administration
Education
California State University-Sacramento
Bachelor Degree, Finance and Insurance with a minor in Economics
Kelly Montminy's Natixis Global Associates Experience 2005 - 2007
Job Vice President, Tax Director RIC Taxation at JP Morgan
Industry Financial Services
Experience
JP Morgan September 2007 - Present
JP Morgan Chase 2007 - 2010
Natixis Global Associates 2005 - 2007
State Street 1997 - 2005
First Data Corporation 1995 - 1997
Skills
Corporate Tax, Financial Analysis, Asset Management, Financial Reporting, Financial Services, Mutual Funds, Securities, Tax
Education
Bentley University 1985 — 1989
Bachelors of Science, Accounting
JP Morgan September 2007 - Present
JP Morgan Chase 2007 - 2010
Natixis Global Associates 2005 - 2007
State Street 1997 - 2005
First Data Corporation 1995 - 1997
Skills
Corporate Tax, Financial Analysis, Asset Management, Financial Reporting, Financial Services, Mutual Funds, Securities, Tax
Education
Bentley University 1985 — 1989
Bachelors of Science, Accounting
Emilie Leahy's Natixis Global Associates Experience 2004 - 2006
Job Presentations Manager at Loomis Sayles
Industry Financial Services
Experience
Loomis Sayles 2007 - Present
Natixis Global Associates 2004 - 2006
Putnam Investments 2001 - 2004
Education
University of Arizona 1996 — 2000
MHS
Loomis Sayles 2007 - Present
Natixis Global Associates 2004 - 2006
Putnam Investments 2001 - 2004
Education
University of Arizona 1996 — 2000
MHS
sean carmickle's Natixis Global Associates Experience November 2004 - February 2010
Job Managing Regional DirectorPacific Northwest for Natixis Global Associates
Industry Financial Services
Experience
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 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
Christophe de Poly's Natixis Global Associates Experience September 2008 - Present
Job Président at Un Diner en Ville
Industry Financial Services
Experience
Un Diner en Ville September 2014 - Present
Natixis Global Associates September 2008 - Present
Natixis 2001 - 2008
SunGard 1999 - 2001
Decision Software - Fin'Objects 1998 - 1999
Societe Generale - Fimat Banque 1997 - 1998
Refco 1993 - 1997
Headline 1985 - 1991
Skills
Investments, Wealth Management, Investment Banking, Series 7, Series 63, Series 24, Hedge Funds, Financial Structuring, Acquisitions, Group Restructuring, New Business Development, Strategic Planning
Education
HEC 1995 — 1996
MBA
Essec IMD 1991 — 1992
Finance, General
Université Panthéon Sorbonne (Paris I) 1984 — 1987
Bachelor's degree, Business and international Law
Un Diner en Ville September 2014 - Present
Natixis Global Associates September 2008 - Present
Natixis 2001 - 2008
SunGard 1999 - 2001
Decision Software - Fin'Objects 1998 - 1999
Societe Generale - Fimat Banque 1997 - 1998
Refco 1993 - 1997
Headline 1985 - 1991
Skills
Investments, Wealth Management, Investment Banking, Series 7, Series 63, Series 24, Hedge Funds, Financial Structuring, Acquisitions, Group Restructuring, New Business Development, Strategic Planning
Education
HEC 1995 — 1996
MBA
Essec IMD 1991 — 1992
Finance, General
Université Panthéon Sorbonne (Paris I) 1984 — 1987
Bachelor's degree, Business and international Law
Dave Goodsell's Natixis Global Associates Experience 2001 - 2007
Job SVP Global Brand Development at Natixis Global Asset Management
Industry Financial Services
Experience
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 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
Jon Bartholomew's Natixis Global Associates Experience 1995 - 2002
Job Director at Triton Pacific Securities
Industry Financial Services
Experience
Triton Pacific Securities July 2013 - Present
Andrews Partners May 2012 - Present
Andrews Securities, LLC July 2009 - July 2011
Aris Corporation November 2005 - November 2008
MetLife January 2002 - November 2005
Natixis Global Associates 1995 - 2002
Skills
Sales, Sales Operations, Selling, Marketing, Investments, Insurance, Strategic Planning, Mutual Funds, Alternative Investments, Series 63, Series 7, Asset Management, Negotiation, Securities, Asset Allocation
Education
Bridgewater State University 1982 — 1986
BS, Business
Triton Pacific Securities July 2013 - Present
Andrews Partners May 2012 - Present
Andrews Securities, LLC July 2009 - July 2011
Aris Corporation November 2005 - November 2008
MetLife January 2002 - November 2005
Natixis Global Associates 1995 - 2002
Skills
Sales, Sales Operations, Selling, Marketing, Investments, Insurance, Strategic Planning, Mutual Funds, Alternative Investments, Series 63, Series 7, Asset Management, Negotiation, Securities, Asset Allocation
Education
Bridgewater State University 1982 — 1986
BS, Business
John Scuzzarella's Natixis Global Associates Experience 2009 - Present
Job Sr. Business Analyst at Natixis Global Associates
Industry Financial Services
Experience
Natixis Global Associates 2009 - Present
Bank of America 2002 - 2009
Education
University of New Hampshire 1980 — 1985
BS, Health Administration and Planning
Natixis Global Associates 2009 - Present
Bank of America 2002 - 2009
Education
University of New Hampshire 1980 — 1985
BS, Health Administration and Planning
gilles guerin's Natixis Global Associates Experience May 1998 - September 2006
Job CEO at BNP Paribas Capital Partners
Industry Financial Services
Experience
BNP Paribas Capital Partners October 2013 - Present
THEAM July 2010 - September 2013
HDF Finance September 2009 - June 2010
Alphasimplex November 2007 - July 2009
Natixis Global Associates May 1998 - September 2006
Natixis Global Associates International 2001 - 2006
Commerz Financial Products February 1996 - April 1998
Skills
Asset Management, Hedge Funds, Financial Markets, Alternative Investments, Equities, Fixed Income, Derivatives, Portfolio Management, Investments, Mutual Funds, Structured Products, Asset Allocation, Bloomberg, Investment Strategies, Fund Of Funds, Private Equity, Capital Markets, Corporate Finance, Investment Banking, Trading, Asset Managment, Mergers & Acquisitions, Investment Management, Equity Derivatives, Private Banking
Education
Ecole nationale supérieure de l'Aéronautique et de l'Espace 1985 — 1987
ingenieur, signal theory
Ecole polytechnique 1982 — 1985
ingenieur
BNP Paribas Capital Partners October 2013 - Present
THEAM July 2010 - September 2013
HDF Finance September 2009 - June 2010
Alphasimplex November 2007 - July 2009
Natixis Global Associates May 1998 - September 2006
Natixis Global Associates International 2001 - 2006
Commerz Financial Products February 1996 - April 1998
Skills
Asset Management, Hedge Funds, Financial Markets, Alternative Investments, Equities, Fixed Income, Derivatives, Portfolio Management, Investments, Mutual Funds, Structured Products, Asset Allocation, Bloomberg, Investment Strategies, Fund Of Funds, Private Equity, Capital Markets, Corporate Finance, Investment Banking, Trading, Asset Managment, Mergers & Acquisitions, Investment Management, Equity Derivatives, Private Banking
Education
Ecole nationale supérieure de l'Aéronautique et de l'Espace 1985 — 1987
ingenieur, signal theory
Ecole polytechnique 1982 — 1985
ingenieur
Karen Karim's Natixis Global Associates Experience April 2010 - Present
Job Global Account Manager at Natixis
Industry Financial Services
Experience
Natixis Global Associates April 2010 - Present
LPL Financial February 2008 - April 2010
Eaton Vance 2003 - 2007
Education
University of Massachusetts, Amherst 1998 — 2002
Natixis Global Associates April 2010 - Present
LPL Financial February 2008 - April 2010
Eaton Vance 2003 - 2007
Education
University of Massachusetts, Amherst 1998 — 2002
Keith Ducey's Natixis Global Associates Experience 2006 - 2008
Job Assistant Vice President, Payroll Manager at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management March 2015 - Present
MFS Investment Management 2008 - February 2015
Natixis Global Associates 2006 - 2008
State Street Research and Management Company 2000 - 2005
Concentra 1996 - 1999
Boston Communications Group 1995 - 1996
Skills
Human Resources, Ceridian, Payroll, Vendor Management, Employee Benefits, Personnel Management, PeopleSoft, HRIS, Customer Service, Onboarding, Employee Relations, Deferred Compensation, Performance Management, Management
Education
Emerson College
BS, Communications and Management
MFS Investment Management March 2015 - Present
MFS Investment Management 2008 - February 2015
Natixis Global Associates 2006 - 2008
State Street Research and Management Company 2000 - 2005
Concentra 1996 - 1999
Boston Communications Group 1995 - 1996
Skills
Human Resources, Ceridian, Payroll, Vendor Management, Employee Benefits, Personnel Management, PeopleSoft, HRIS, Customer Service, Onboarding, Employee Relations, Deferred Compensation, Performance Management, Management
Education
Emerson College
BS, Communications and Management
Joseph Dawson, CFA's Natixis Global Associates Experience March 2000 - December 2004
Job High Yield Analyst at Waddell & Reed
Industry Investment Management
Experience
Waddell & Reed June 2011 - Present
Piper Jaffray May 2010 - August 2010
Seneca Capital Management December 2006 - December 2008
Seneca Capital Management January 2005 - February 2006
Barclays Global Investors 2006 - 2006
Natixis Global Associates March 2000 - December 2004
Jurika and Voyles 2000 - 2004
Skills
Equity Research
Education
Indiana University - Kelley School of Business 2009 — 2011
MBA, Accounting, Finance
Bates College
Bachelor of Arts, Economics
Waddell & Reed June 2011 - Present
Piper Jaffray May 2010 - August 2010
Seneca Capital Management December 2006 - December 2008
Seneca Capital Management January 2005 - February 2006
Barclays Global Investors 2006 - 2006
Natixis Global Associates March 2000 - December 2004
Jurika and Voyles 2000 - 2004
Skills
Equity Research
Education
Indiana University - Kelley School of Business 2009 — 2011
MBA, Accounting, Finance
Bates College
Bachelor of Arts, Economics
Lesley-Ann Gavin's Natixis Global Associates Experience August 2009 - June 2010
Job Nursing Student, 2nd Degree BSN
Industry Health, Wellness and Fitness
Experience
Natixis Global Associates August 2009 - June 2010
Franklin Templeton Investments March 2008 - July 2009
Sun Life Financial 2006 - 2007
Education
Simmons College 2010 — 2012
BSN, Nursing
Natixis Global Associates August 2009 - June 2010
Franklin Templeton Investments March 2008 - July 2009
Sun Life Financial 2006 - 2007
Education
Simmons College 2010 — 2012
BSN, Nursing
Joanne Yeung's Natixis Global Associates Experience July 2008 - March 2009
Job Senior Business Analyst at The Advisory Board Company
Industry Computer Software
Experience
The Advisory Board Company April 2014 - Present
salesforce.com March 2014 - April 2014
CPM International November 2013 - December 2013
Bracket October 2012 - October 2013
Bracket October 2011 - September 2012
Ipsos ASI January 2010 - October 2011
Natixis Global Associates July 2008 - March 2009
Skills
Project Management, SDLC, Software Documentation, SQL, Microsoft Office, Management, Adobe Acrobat, Microsoft Excel, Microsoft SQL Server, Databases, Photoshop, Integration, CRM, Lightroom, Dreamweaver, Market Research, Training, SharePoint, Requirements Gathering, Troubleshooting, Access, XML, HTML, Web Development, Visio, Visual Basic, Testing, CSS, EDC, CSS3, User Acceptance Testing, Microsoft Project, JIRA
Education
University of California, Berkeley 2004 — 2008
Bachelors, Molecular and Cell Biology (Cell & Developmental Emphasis)
The Advisory Board Company April 2014 - Present
salesforce.com March 2014 - April 2014
CPM International November 2013 - December 2013
Bracket October 2012 - October 2013
Bracket October 2011 - September 2012
Ipsos ASI January 2010 - October 2011
Natixis Global Associates July 2008 - March 2009
Skills
Project Management, SDLC, Software Documentation, SQL, Microsoft Office, Management, Adobe Acrobat, Microsoft Excel, Microsoft SQL Server, Databases, Photoshop, Integration, CRM, Lightroom, Dreamweaver, Market Research, Training, SharePoint, Requirements Gathering, Troubleshooting, Access, XML, HTML, Web Development, Visio, Visual Basic, Testing, CSS, EDC, CSS3, User Acceptance Testing, Microsoft Project, JIRA
Education
University of California, Berkeley 2004 — 2008
Bachelors, Molecular and Cell Biology (Cell & Developmental Emphasis)
Victoria Bendetson's Natixis Global Associates Experience August 2009 - January 2012
Job Global Account Manager at Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management January 2013 - Present
Natixis Global Asset Management February 2012 - December 2012
Natixis Global Associates August 2009 - January 2012
Natixis Global Associates 2006 - 2009
Education
Colgate University 2002 — 2006
BA, English, Political Science
Milton Academy
Natixis Global Asset Management January 2013 - Present
Natixis Global Asset Management February 2012 - December 2012
Natixis Global Associates August 2009 - January 2012
Natixis Global Associates 2006 - 2009
Education
Colgate University 2002 — 2006
BA, English, Political Science
Milton Academy
robert breslin's Natixis Global Associates Experience October 2005 - April 2009
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2011 - Present
Breslin Consulting May 2009 - September 2011
NATIXIS Global Associates October 2005 - April 2009
Pioneer Investment Management February 2003 - September 2005
UBS January 2001 - January 2003
SailFirst.com, Inc January 1998 - January 2001
Education
Washington College 1996 — 1998
Master of Arts, 20th Century American History; History
St. Mary's College of Maryland 1986 — 1991
BA, History
Merrill Lynch May 2011 - Present
Breslin Consulting May 2009 - September 2011
NATIXIS Global Associates October 2005 - April 2009
Pioneer Investment Management February 2003 - September 2005
UBS January 2001 - January 2003
SailFirst.com, Inc January 1998 - January 2001
Education
Washington College 1996 — 1998
Master of Arts, 20th Century American History; History
St. Mary's College of Maryland 1986 — 1991
BA, History
Andrea Corbett's Natixis Global Associates Experience May 2008 - September 2011
Job Senior Paralegal at Natixis Global Asset Management
Industry Financial Services
Experience
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 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
Matthew Garzone's Natixis Global Associates Experience 2004 - Present
Job SVP, Retirement Solutions Group at Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management April 2014 - Present
Natixis Global Associates 2004 - Present
Natixis January 2004 - February 2005
Putnam Investments 2000 - 2004
Education
Colgate University 1991 — 1996
Ba
Natixis Global Asset Management April 2014 - Present
Natixis Global Associates 2004 - Present
Natixis January 2004 - February 2005
Putnam Investments 2000 - 2004
Education
Colgate University 1991 — 1996
Ba
Paul Gusich's Natixis Global Associates Experience June 2007 - July 2010
Job Compliance & Risk Coordinator at Union Bank
Industry Investment Management
Experience
Union Bank April 2011 - Present
Natixis Global Associates June 2007 - July 2010
Natixis Global Associates April 2006 - June 2007
Seneca Capital Management LLC June 2003 - February 2006
Davis Skaggs Investment Management April 1999 - March 2002
Education
Eastern Illinois University 1992 — 1995
BS, Physical Education
Union Bank April 2011 - Present
Natixis Global Associates June 2007 - July 2010
Natixis Global Associates April 2006 - June 2007
Seneca Capital Management LLC June 2003 - February 2006
Davis Skaggs Investment Management April 1999 - March 2002
Education
Eastern Illinois University 1992 — 1995
BS, Physical Education
william harkins's Natixis Global Associates Experience November 2007 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Natixis Global Associates November 2007 - Present
MFS Investment Management March 2004 - November 2007
MFS Investment Management March 2000 - March 2004
MFS Investment Management March 1998 - March 2000
First Data Corporation December 1996 - March 1998
Scudder September 1995 - December 1996
Chase Global Fund Services August 1994 - September 1995
Chase Global Fund Services April 1990 - February 1992
Putnam Investments June 1989 - April 1990
Education
Boston University
Masters of Science, Finance
University of Massachusetts
Amherst Bachelor of Science, Business Administration, Finance
Natixis Global Associates November 2007 - Present
MFS Investment Management March 2004 - November 2007
MFS Investment Management March 2000 - March 2004
MFS Investment Management March 1998 - March 2000
First Data Corporation December 1996 - March 1998
Scudder September 1995 - December 1996
Chase Global Fund Services August 1994 - September 1995
Chase Global Fund Services April 1990 - February 1992
Putnam Investments June 1989 - April 1990
Education
Boston University
Masters of Science, Finance
University of Massachusetts
Amherst Bachelor of Science, Business Administration, Finance
James J. Tavares III's Natixis Global Associates Experience September 2010 - January 2012
Job Regional Vice President, Horizon Investments
Industry Financial Services
Experience
Horizon Investments March 2015 - Present
Natixis Global Associates International January 2012 - January 2015
Natixis Global Associates September 2010 - January 2012
Fidelity Investments June 2006 - August 2010
Skills
Series 7, Mutual Funds, Series 63, Asset Allocation, Alternative Investments, Investments, ETFs, 401k, Separately Managed..., Investment Advisory, Asset Managment, Securities, Retirement, Series 65, Investment Strategies
Education
Brown University
B.A., Business Economics
Horizon Investments March 2015 - Present
Natixis Global Associates International January 2012 - January 2015
Natixis Global Associates September 2010 - January 2012
Fidelity Investments June 2006 - August 2010
Skills
Series 7, Mutual Funds, Series 63, Asset Allocation, Alternative Investments, Investments, ETFs, 401k, Separately Managed..., Investment Advisory, Asset Managment, Securities, Retirement, Series 65, Investment Strategies
Education
Brown University
B.A., Business Economics
Benjamin Tobin's Natixis Global Associates Experience May 2009 - January 2010
Job at Jawbone
Industry Financial Services
Experience
Jawbone November 2013 - Present
Natixis Global Asset Management July 2012 - June 2013
QS Investors, LLC January 2011 - July 2011
Natixis Global Associates May 2009 - January 2010
Skills
Alternative Investments, Mutual Funds, Series 7, Fixed Income, Bloomberg, Hedge Funds
Education
Northeastern University 2007 — 2012
Economics
Holliston High School
Jawbone November 2013 - Present
Natixis Global Asset Management July 2012 - June 2013
QS Investors, LLC January 2011 - July 2011
Natixis Global Associates May 2009 - January 2010
Skills
Alternative Investments, Mutual Funds, Series 7, Fixed Income, Bloomberg, Hedge Funds
Education
Northeastern University 2007 — 2012
Economics
Holliston High School
Susan LaLond O'Byrne's Natixis Global Associates Experience May 2006 - Present
Job Staff Accountant at Natixis Global Associates
Industry Financial Services
Experience
Natixis Global Associates May 2006 - Present
EMD Serono, Inc. 2001 - 2005
Skills
Accounting, Internal Controls, Financial Analysis, Financial Reporting
Education
Newbury College 1994 — 1997
Associate's Degree, Law
Newbury College 1994 — 1997
Associate's Degree, Accounting and Finance
Southern New Hampshire University
Bachelor's Degree, Accounting and Finance
Natixis Global Associates May 2006 - Present
EMD Serono, Inc. 2001 - 2005
Skills
Accounting, Internal Controls, Financial Analysis, Financial Reporting
Education
Newbury College 1994 — 1997
Associate's Degree, Law
Newbury College 1994 — 1997
Associate's Degree, Accounting and Finance
Southern New Hampshire University
Bachelor's Degree, Accounting and Finance