New England Funds
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New England Funds Employees
Virtus Investment Partners April 2010 - Present
Travelers Life and Annuity 2002 - 2005
Travelers Life and Annuity 1996 - 2002
New England Funds 1991 - 1996
Skills
Asset Allocation, Mutual Funds, High Net Worth..., Public Speaking, Variable Annuities, Fixed Income, Equities, Alternative Investments, Commodity Markets, Relationship Management, Fixed Annuities, Financial Advisory, Financial Services, Series 63, ETFs, Series 7, Asset Management, Investments, Wealth Management
Education
British Institute of Marketing 1970 — 1972
International Marketing
Ohio Wesleyan University 1966 — 1970
Bachelor of Economics
Decorating Den Interiors January 2012 - Present
Arhaus Furniture December 2010 - November 2011
Morgan Stanley 2003 - 2004
New England Financial April 1997 - December 1998
New England Funds March 1997 - December 1998
Skills
Window Treatments, Space-planning, Furnishings, Furniture, Custom Furniture, Interior Design, Floor Plans, Home Staging, Draperies, Upholstery, Shades, Blinds, Merchandising, Space planning, Retail, Bedding, Accessorizing, Window Coverings, Shutters, Rugs, Finish, Universal Design, Carpet, Color Schemes, Flooring, Commercial Design, Area Rugs, Wallpaper, Residential Design, Home Accessories, Bathrooms, Curtains, Interior Architecture, Cabinetry, Lighting
Education
Academy of Art University 2009 — 2010
Interior Architecture and Design
Skidmore College 1981 — 1985
BS, Dance History, Business
The Law Office of Kelly J. Cullinane May 2001 - Present
Crowley & Cummings, LLC January 2012 - January 2013
Equiserve Inc June 1998 - May 2002
New England Funds November 1996 - June 1998
Skills
Corporate Law, Appeals, Closings, Commercial Litigation, Litigation, Family Law, Consumer Law, Legal Research, Courts, Mediation, Personal Injury, Civil Litigation, Trial Practice, Trials, Contract Negotiation, Criminal Law, Westlaw, Hearings
Education
Massachusetts School of Law 1985 — 1989
Doctor of Law (J.D.), Law
University of New England 1985 — 1989
Bachelor of Science (BS), Psychology
SEI November 2011 - Present
Expect Miracles Foundation - Financial Services Against Cancer 2005 - Present
Manulife Asset Management June 2010 - May 2011
John Hancock Financial Services June 2003 - June 2010
Pioneer Investments June 2001 - April 2002
Mutualfunds.com October 1999 - December 2000
New England Funds 1998 - 1999
Education
Univesity of Chicago 1978 — 1980
MBA, Finance/Marketing
Boston College 1974 — 1978
B.S., Marketing
Prudential Financial June 2013 - Present
WBI Investments June 2012 - May 2013
Lincoln Financial Distributors November 2010 - May 2012
Sun Life Financial March 2009 - October 2010
Pacific Life January 2000 - February 2009
Indianapolis Life Insurance Company August 1999 - January 2000
New England Funds April 1998 - July 1999
Keyport life February 1995 - April 1998
Putnam Investments August 1993 - February 1995
Skills
Sales Presentations, Series 6, Series 63, Series 7, Series 66, Annuities, Mutual Funds, Separately Managed...
Education
University of Massachusetts Boston 1989 — 1993
BA, Ethics and Social and Political Philosphy
Massasoit Community College 1989 — 1991
AA, Law Enforcement
Salus Capital Partners April 2013 - Present
Wells Fargo Capital Finance September 2006 - March 2013
General Electric Capital Company - Healthcare Financial Services June 2001 - August 2006
MCI WorldCom May 1999 - May 2001
Delphos International October 1998 - April 1999
CARESBAC (SEAF) Bulgaria, AD July 1997 - August 1998
New England Funds March 1993 - August 1995
Skills
Financial Modeling, Underwriting, Portfolio Management, Credit Analysis, New Business Development, Start-ups, Marketing, Debt, Financial Analysis
Education
THUNDERBIRD - SCHOOL OF GLOBAL 1995 — 1996
Master
College of the Holy Cross 1988 — 1992
Bachelor Of Arts
St Sebastians
Pioneer Investments June 2007 - Present
coldhardfootballfacts.com August 2005 - September 2014
MFS Investment Management June 2000 - March 2006
Sun Life of Canada (U.S.) September 1998 - June 2000
FleetCenter (TD Garden) 1996 - 2000
New England Funds 1997 - 1998
Dimension Health PPO (Miami, Fl.) January 1993 - May 1995
Family Health Plan (Miami Lakes, FL) 1990 - 1992
Skills
Proofreading
Education
State University of New York at New Paltz 1984 — 1988
BA, Journalism
Aite Group, LLC January 2005 - Present
Celent Communications November 1999 - January 2005
Meridian research 1998 - 1999
New England Funds 1994 - 1998
Baystate Financial Services 1987 - 1994
Skills
Financial Services, Business Strategy, Business Development, Market Research, Strategic Partnerships, Marketing Strategy, Strategic Planning, Sales, Strategy, Leadership, Management Consulting, Risk Management, Business Analysis
Education
Bentley University 1990 — 1994
BA, Business Management, minor in Corporate Law
Malden Catholic High School 1986 — 1990
Blue Cross Blue Shield March 2012 - Present
ING (Formerly CITISTREET) March 2007 - November 2011
MetLife (Formerly New England Financial) February 2001 - March 2007
JOHN HANCOCK FUNDS December 1998 - February 2001
MARCHIEL & ASSOCIATES October 1998 - November 1998
NEW ENGLAND FUNDS September 1995 - July 1998
State Street Research March 1994 - September 1995
Colonial Investor Service Center April 1993 - March 1994
BOSTON FINANCIAL DATA SERVICES, INC November 1992 - April 1993
BFDS May 1990 - November 1992
Skills
SDLC, Process Improvement, Requirements Analysis, Business Requirements, Project Management, Analysis, Access, User Acceptance Testing, Business Process, Program Management, Requirements Gathering, SQL, Visio, Business Analysis, Testing, MS Project, Software Documentation, Business Process..., Databases, Management, Business Intelligence, SharePoint
Education
Quincy College
degree, Computer Science
Pioneer Valley Performing Arts Charter School September 2014 - Present
Belchertown & Ludlow School Districts September 2012 - Present
O2 Partners, LLC January 2009 - Present
Western Massachusetts January 1999 - Present
The Freedom Trail Foundation January 1999 - January 2005
Charles Playhouse January 1993 - January 2004
New England Funds January 1996 - January 1999
Skills
Public Speaking, Program Management, Marketing, Fundraising, Teaching, Training, Management, Budgets, Social Media Marketing, Microsoft Excel, Time Management, Customer Service, Research
Education
University of Massachusetts, Amherst 2011 — 2012
Continuing Education, History
Northeastern University 1999 — 2001
Certificate, Public History
Boston University 1992 — 1993
Masters, The Arts of Teaching, Secondary History
University of Michigan 1988 — 1991
BA, Psychology; Medieval/Renaissance Culture
RBS Citizens Financial Group November 2013 - Present
RBS Citizens N.A. September 2012 - October 2013
Citizens Bank December 2010 - September 2012
Citizens Bank March 2009 - November 2010
Fidelity Investments January 2007 - December 2008
Fidelity Investments October 2005 - December 2006
Fidelity Investments September 2003 - October 2005
Fidelity Investments June 1998 - October 2005
New England Funds February 1996 - June 1998
Bank of Boston August 1995 - February 1996
Skills
SDLC, Business Analysis, Process Improvement, Project Management, Management, Banking, Sales, Change Management, Human Resources, Portfolio Management, Marketing, MS Project, Testing, Risk Management, Data Analysis, Software Documentation, Analysis, Vendor Management, Governance, Investments, Business Process..., Program Management, Financial Services, Project Portfolio..., Finance, Strategy, Microsoft Project
Education
Rhode Island College 1991 — 1995
Bachelor, Economics
Brown Brothers Harriman April 2015 - Present
Boston Children's Hospital June 2014 - April 2015
Partners HealthCare - North Shore Medical Center November 2013 - June 2014
Dana-Farber Cancer Institute May 2010 - November 2013
Fidelity Investments - Family Office March 2007 - June 2010
Fidelity Investments February 2006 - March 2007
Fidelity Investments January 2001 - January 2006
Veritude - A Fidelity company February 2000 - December 2000
New England Funds January 1999 - February 2000
DST Systems, Inc October 1997 - December 1998
Skills
Software Project..., Certified Project..., Web Project Management, PMP, PMO, Project Planning, Mentoring, Healthcare Information..., SDLC, Program Management, Business Analysis, Project Management, Software Documentation, Systems Analysis, Management, Access, Business Process, Team Management, Business Requirements, Requirements Gathering, Requirements Analysis, Software Implementation, Healthcare, Leadership, Integration, Analysis, SharePoint, Resource Management, Vendor Management, ERP, Enterprise Architecture, Enterprise Software, Process Improvement, CRM, Quality Assurance, Microsoft Project, Testing, Visio, IT Strategy, Business Process..., Agile Methodologies, Budgets, Project Portfolio..., Change Management, Documentation, Training, Strategic Planning, Software Development, Databases
Education
Endicott College 2013 — 2014
Master of Business Administration (M.B.A.), Healthcare
Boston University 2004 — 2004
Masters Certificate in Project Management, Project Management
Northeastern University 1990 — 1996
BS Business Administration, Accountancy
CBS Dundalk
CBS Dundalk
CBS Dundalk
AMG Distributors October 2014 - Present
MFS Investment Management February 1998 - October 2014
New England Funds January 1993 - January 1998
Skills
Investments, Mutual Funds, Series 7, Series 63, Asset Management, Financial Services, Management, Alternative Investments, Asset Allocation, Wealth Management, Securities, Fixed Income, Series 6, Investment Management, Risk Management, Product Marketing, Marketing Strategy, Morningstar, Marketing, Separately Managed..., Series 24, Integrated Marketing, Morningstar Direct, 401k, Strategy, Direct Marketing, Equities, Marketing Communications, Digital Marketing, Asset Managment, CRM, ETFs, Email Marketing, Hedge Funds, Retirement Planning
Education
University of Massachusetts at Amherst - Isenberg School of Management
Bachelor of Business Administration (BBA), Finance
Transamerica Retirement Solutions August 1998 - Present
New England Funds March 1995 - August 1998
Skills
Series 6, Series 7, FINRA, 401k, Mutual Funds, Employee Benefits, Customer Relations, Executive Reporting, Annuity, Plan Design, Asset Allocation, Business Planning, Customer Service, Defined Benefit, Defined Contribution, Financial Services, Fixed Annuities, Investments, Pensions, Relationship Management, Retirement, Retirement Planning, Series 24, Series 63, Sports Coaching, Youth Programs
Education
Northeastern University 1989 — 1992
BA, Finance
Concur September 2013 - Present
Microsoft March 2011 - September 2013
Microsoft 2008 - March 2011
Microsoft Corporation January 2004 - 2009
Microsoft Corporation 2006 - 2007
Microsoft Corporation 2001 - 2003
Microsoft 1999 - 2001
Microsoft 1999 - 2001
Microsoft 1995 - 1999
New England Funds 1991 - 1995
Skills
Go-to-market Strategy, Product Management, Enterprise Software, Strategic Partnerships, Partner Management, Product Marketing, SaaS, Cloud Computing, Analyst Relations, Business Alliances, Demand Generation, Sales Enablement, Messaging, Channel, Mobile Devices, Program Management, Multi-channel Marketing, Monetization, Start-ups, Thought Leadership, Cross-functional Team..., Strategy, Product Planning, Marketing, Software Development, Digital Marketing, Management, Consulting, Professional Services, Competitive Analysis, Channel Partners, CRM, Big Data, Marketing Communications, Mobile Applications, Product Launch, E-commerce, Strategic Communications
Education
Brandeis University 1991 — 1994
Masters, Political Theory
Vassar College 1981 — 1985
Bachelor of Science (B.S.), Political Economy
centennial high school 1978 — 1981
Homesite Insurance March 2010 - Present
Pilgrim Insurance (Plymouth Rock Assurance Company) January 1999 - November 2009
New England Funds September 1995 - December 1998
Keane January 1994 - September 1995
VERSYSS July 1989 - January 1994
Lechmere June 1988 - July 1989
Skills
Insurance, Property & Casualty..., Commercial Insurance, Data Warehousing, Data Analysis, Databases, Data Management, Database Design, SQL, SQL Server, SQL Server 2005/2000, T-SQL, Business Analysis, Business Intelligence, Microsoft, DTS, Data Transformation, SSIS, SSRS, SSAS, SQL Server 2000-2008, DB2/SQL, DB2, Hyperion, Brio, Visual Basic, VBA, VBScript, Access, Database Development, Database Analysis, Sybase, Mutual Funds, Analysis, ETL, Data Extraction, Microsoft SQL Server, OLAP, Stored Procedures, Data Quality, Requirements Gathering, SDLC, Testing, Data Modeling, Crystal Reports
Education
Boston University Questrom School of Business 1993 — 1993
Candidate, M.S., Management Information Systems
Babson College 1984 — 1988
B.S. With Highest Distinction, Marketing/Communication
Natick High School 1980 — 1984
Cole Capital January 2012 - February 2015
Behringer Harvard July 2008 - December 2011
Evergreen Investments 1999 - 2007
New England Funds 1997 - 1999
MFS 1987 - 1995
Massachusetts Financial Services 1987 - 1995
Education
Northeastern University 1982 — 1987
Bachelor of Science, Business
Wellesley High School 1978 — 1982
General Dynamics Project ManagerGeneral Dynamics Information Technology2007 - Present
MFS Investment Management 2004 - 2007
MFS 2004 - 2006
Wellington Management 2000 - 2004
New England Funds 1997 - 2002
Skills
Project Management, Management, Business Analysis, Integration, Requirements Analysis, Process Improvement, SharePoint, Disaster Recovery, Vendor Management, Software Documentation, SCSM
Education
University of Massachusetts Boston 1991 — 1994
MIS, computers, finance
Simmons College 1985 — 1987
Accounting
Wells Fargo Fund Distributors January 2006 - Present
Salomon Brothers 2003 - 2006
Phoenix Investment Partners 2000 - 2002
New England Funds 1996 - 1999
Van Kampen 1993 - 1995
Skills
Series 7, Mutual Funds, Separately Managed..., Asset Allocation, Alternative Investments, Investments, Investment Advisory, Financial Markets, Asset Management
Education
University of California, Los Angeles 1986 — 1989
BA
Loyola Marymount University
Newton Public Schools 1998 - Present
Fund Directions 1995 - 1997
New England Funds January 1986 - January 1995
Nixon Peabody 1983 - 1985
Gaston Snow & Ely Bartlett 1978 - 1983
Skills
Curriculum Design, Public Speaking, Tutoring, Curriculum Development, Community Outreach, Research, Classroom, Editing, Educational Leadership, Staff Development, Fundraising, Academia
Education
Boston University School of Law 1980 — 1983
LLM, Taxation
Boston University School of Law 1975 — 1978
J.D.; LLM Taxation
Smith College 1969 — 1973
A.B., Government
Beaver Country Day School
Pioneer Investments 1999 - 2008
New England Funds 1996 - 1999
Scudder Investments 1993 - 1996
The Boston Company 1992 - 1993
Keystone Group, Inc. 1984 - 1992
Skills
Negotiation
Education
Penn State University 1981 — 1983
Allegheny College 1979 — 1981
Charles Schwab March 2014 - Present
Wilmington Trust May 2012 - March 2014
ING Investment Management August 2010 - May 2012
ING Investment Management March 2005 - August 2010
ING Funds Services LLC March 2003 - March 2005
Columbia Management Group August 2001 - February 2003
Pioneer Investment Management, Inc. August 1999 - August 2001
New England Funds May 1996 - August 1999
Skills
FINRA Series 6 & 63, Mutual Funds, Market Research, Data Analysis, Competitive Analysis, Financial Analysis, Compliance, Due Diligence, Microsoft Office, Separately Managed..., FINRA, Investments, Series 7, Alternative Investments, Asset Management, Series 63, Hedge Funds
Education
Providence College
BS, Accounting
7300 Wealth Management, LLC. January 2014 - Present
T. Rowe Price Associates, Inc. February 2011 - June 2013
U.S. Boston Capital Corporation / Quant Funds October 2007 - April 2010
Eastern Investment Advisors January 2007 - October 2007
PNC Advisors March 2005 - January 2007
G.W. & Wade, Inc. 2002 - 2005
Rydex Global Advisors 1998 - 2001
New England Funds 1993 - 1995
Skills
Mutual Funds, Business Development, Investment Strategies, Hedge Funds, Wealth Management, Investment Management, High Net Worth..., Portfolio Management, Certified Financial..., Investments, Series 7, Asset Allocation, Series 63, Marketing, Securities, ETFs
Education
Dawson School
The College of Wooster 1988 — 1992
BA, Spanish/Economics
University of Pennsylvania - The Wharton School 2009 — 2010
CIMA(r)
Kimball Union Academy 1985 — 1987
Worcester Academy 1984 — 1987
Boston Financial Data Services August 2015 - Present
Boston Financial Data Services 2010 - August 2015
Boston Financial Data Services 2006 - 2010
Boston Financial Data Services 2002 - 2006
Boston Financial Data Services 1999 - 2002
Nvest Services Company September 1998 - November 1999
New England Funds March 1997 - September 1998
Skills
Process Improvement, Business Analysis, Problem Solving, Mutual Funds, Customer Relations, Team Building, Analysis, Team Leadership, Strategic Planning, Requirements Gathering, Business Strategy, Transfer Agency, Project Planning
Education
Bridgewater State College 1991 — 1995
Bachelor of Science (BS), Psychology - medical concentration
canton high
canton high
Mingle Analytics September 2014 - Present
Consulting Maine 1999 - September 2014
3rd Millennium Inc 1997 - 1998
Keane, Inc. May 1992 - December 1997
New England Funds 1992 - 1995
Skills
Web Applications, Databases, Visual Basic, .NET, C#, Oracle, Crystal Reports, Access, Microsoft SQL Server, ASP.NET MVC, SQL Server Reporting..., LINQ, Business Analysis, ASP, PL/SQL, Database Design, Requirements Analysis, IIS, SQL, Visual Studio, SSRS, VBScript, Analysis, Software Development, JavaScript, Architecture, SDLC, ASP.NET, Web Services, Agile Methodologies
Education
University of Maine 1988 — 1992
BA, Computer Science
MJ Enterprise Inc. 2010 - 2012
Steward Hospital 2008 - 2010
New England Funds 1989 - 1999
Skills
Budgets, PowerPoint, Project Planning, Customer Service, Microsoft Office, Training, Project Management, Brochures, Marketing Communications
Education
Boston College 1985 — 1989
Bachelor of Arts (BA), Mathematics
Eaton Vance April 2012 - Present
Sun Life Financial October 2010 - March 2012
Pyramis Global Advisors (Fidelity Investments) September 2002 - October 2010
MFS Investment Management January 1999 - September 2002
MFS Investment Management January 1999 - January 2000
New England Funds January 1997 - January 1998
New England Funds January 1995 - January 1998
Skills
Mutual Funds, Fixed Income, Investments, Portfolio Management, Equities, Asset Management, Bloomberg, ETFs, Trading, Series 63, Alternative Investments, Investment Strategies, Product Development, Analytics, Product Management, Factset, PSN, Morningstar, Market Research, Institutional, Risk Management, Competitive Analysis, Performance Attribution, Institutional..., Institutional Marketing, Series 7
Education
Suffolk University - Sawyer School of Management 1996 — 1998
MBA, Finance and International Business
University of Massachusetts Boston 1990 — 1993
BS, Business Management
BNY Mellon Wealth Management January 2015 - Present
Viceroy Consulting Services LLC, August 2009 - Present
Cole Real Estate Investments September 2011 - May 2013
Viceroy Consulting Services LLC July 2009 - September 2011
AllianceBernstein Investment, Inc December 2008 - September 2009
AllianceBernstein January 2008 - January 2009
AllianceBernstein August 2004 - September 2008
Goldman Sachs January 1998 - December 2003
New England Funds January 1996 - January 1998
Federated Investors August 1992 - January 1996
Skills
Business Development, Portfolio Management, Investment Management, Strategy, Alternative Investments, Asset Managment, Mutual Funds, Asset Management, New Business Development, Financial Services, Hedge Funds, Dynamic Speaker, Financial Advisory, Wealth Management, Investment Strategies, Investment Advisory, Strategic Financial..., Retirement, Investment Banking, Separately Managed..., Fixed Annuities, Mergers & Acquisitions, Series 7, Wealth Management..., Securities, Series 63, Wealth, High Net Worth..., Fixed Income, ETFs, Investments, Equities, Retirement Planning, Bonds, FINRA, Financial Planning
Education
Indiana University of Pennsylvania 1987 — 1991
Bachelor of Science Degree, Management Information Systems with Concentration in Finance