New England Funds

New England Funds List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at New England Funds. You can filter them based on skills, years of employment, job, education, department, and prior employment.

New England Funds Salaries. You can even request information on how much does New England Funds pay if you want to. Learn about salaries, pros and cons of working for New England Funds directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

29 New England Funds employees in database. Find out everything there's to know about New England Funds employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

New England Funds Employees

Employee
Years
Job
Industry
Jeff Jackson Jeff Jackson Los Angeles, California Details
Jeff Jackson's New England Funds Experience 1991 - 1996
Job Senior Regional Vice President at Virtus Investment Partners
Industry Investment Management
Experience
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

Rayona Bennett Rayona Bennett Baltimore, Maryland Area Details
Rayona Bennett's New England Funds Experience March 1997 - December 1998
Job Owner/franchisee at Decorating Den Interiors
Industry Retail
Experience
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

Kelly (Corvelo) Cullinane Kelly (Corvelo) Cullinane Sterling, Massachusetts Details
Kelly (Corvelo) Cullinane's New England Funds Experience November 1996 - June 1998
Job Attorney at The Law Office of Kelly J. Cullinane
Industry Law Practice
Experience
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

Bruce Speca Bruce Speca Greater Boston Area Details
Bruce Speca's New England Funds Experience 1998 - 1999
Job Member Board of Directors at Expect Miracles Foundation Financial Services Against Cancer
Industry Financial Services
Experience
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

Robert C. O'Brien Jr. Robert C. O'Brien Jr. Greater Boston Area Details
Robert C. O'Brien Jr.'s New England Funds Experience April 1998 - July 1999
Job Regional Vice President at Prudential Financial
Industry Financial Services
Experience
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

Gene McDonough Gene McDonough Greater Boston Area Details
Gene McDonough's New England Funds Experience March 1993 - August 1995
Job Underwriting Team Leader at Salus Capital Partners
Industry Banking
Experience
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

Anthony Cocco Anthony Cocco Greater Boston Area Details
Anthony Cocco's New England Funds Experience 1997 - 1998
Job Sr. Shareholder Communications Manager at Pioneer Investments
Industry Financial Services
Experience
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

Frank Rizza Frank Rizza Greater Boston Area Details
Frank Rizza's New England Funds Experience 1994 - 1998
Job Partner at Aite Group
Industry Financial Services
Experience
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

Richard Gervais Richard Gervais Greater Boston Area Details
Richard Gervais's New England Funds Experience September 1995 - July 1998
Job IT Business Analyst at Blue Cross Blue Shield
Industry Financial Services
Experience
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

Shannon Materka Shannon Materka Springfield, Massachusetts Area Details
Shannon Materka's New England Funds Experience January 1996 - January 1999
Job Apprentice Teacher, Math Support at Pioneer Valley Performing Arts Charter School
Industry Accounting
Experience
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

Joe Starnes Joe Starnes Greater Boston Area Details
Joe Starnes's New England Funds Experience February 1996 - June 1998
Job Health, Safety and Environment Program Manager at RBS Citizens Financial Group
Industry Financial Services
Experience
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

Michael P. Madden, PMP Michael P. Madden, PMP Boston, Massachusetts Details
Michael P. Madden, PMP's New England Funds Experience January 1999 - February 2000
Job Assistant Vice President, Project Manager at Brown Brothers Harriman
Industry Financial Services
Experience
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

Bill Finnegan Bill Finnegan Greater New York City Area Details
Bill Finnegan's New England Funds Experience January 1993 - January 1998
Job Chief Marketing Officer at AMG Distributors
Industry Financial Services
Experience
AMG Distributors   October 2014 - Present
MFS Investment Management  February 1998 - October 2014
New England Funds   January 1993 - January 1998

Skills
Investments, Mutual Funds, Series 7, Series 63, Asset Management, Financial Services, Management, Alternative Investments, Asset Allocation, Wealth Management, Securities, Fixed Income, Series 6, Investment Management, Risk Management, Product Marketing, Marketing Strategy, Morningstar, Marketing, Separately Managed..., Series 24, Integrated Marketing, Morningstar Direct, 401k, Strategy, Direct Marketing, Equities, Marketing Communications, Digital Marketing, Asset Managment, CRM, ETFs, Email Marketing, Hedge Funds, Retirement Planning

Education
University of Massachusetts at Amherst - Isenberg School of Management
Bachelor of Business Administration (BBA), Finance

John T. Taylor Jr.,CEBS John T. Taylor Jr.,CEBS Greater Boston Area Details
John T. Taylor Jr.,CEBS's New England Funds Experience March 1995 - August 1998
Job Vice President National Accounts
Industry Financial Services
Experience
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

Neil Charney Neil Charney Greater Seattle Area Details
Neil Charney's New England Funds Experience 1991 - 1995
Job Sr. VP Marketing at Concur
Industry Computer Software
Experience
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

Wendy Ware Wendy Ware Greater Boston Area Details
Wendy Ware's New England Funds Experience September 1995 - December 1998
Job Senior Business Intelligence/Data Analyst Insurance and Financial Services
Industry Insurance
Experience
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

Phil Graham Phil Graham Greater Boston Area Details
Phil Graham's New England Funds Experience 1997 - 1999
Job SVP, Director of National Accounts at Griffin Capital Securities, Inc.
Industry Financial Services
Experience
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

Heidi L. Stuck Heidi L. Stuck Greater Boston Area Details
Heidi L. Stuck's New England Funds Experience 1997 - 2002
Job Project Manager at General Dynamics
Industry Defense & Space
Experience
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

Hunter Knapp, CIMC Hunter Knapp, CIMC Greater Atlanta Area Details
Hunter Knapp, CIMC's New England Funds Experience 1996 - 1999
Job
Industry Investment Management
Experience
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

Katharine Heidlage Katharine Heidlage Greater Boston Area Details
Katharine Heidlage's New England Funds Experience January 1986 - January 1995
Job History and Social Sciences Teacher at Newton North High School, Newton Public Schools, Massachusetts
Industry Primary/Secondary Education
Experience
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

Wynne Cavanna Wynne Cavanna Greater Boston Area Details
Wynne Cavanna's New England Funds Experience 1996 - 1999
Job Financial Services Marketing/Communications Professional
Industry Writing and Editing
Experience
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

Maria Marseglia Maria Marseglia Phoenix, Arizona Area Details
Maria Marseglia's New England Funds Experience May 1996 - August 1999
Job Mutual Fund Operations Associate at Charles Schwab
Industry Financial Services
Experience
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

Chris Carroll, CIMA Chris Carroll, CIMA Colorado Springs, Colorado Area Details
Chris Carroll, CIMA's New England Funds Experience 1993 - 1995
Job Founder and Portfolio Manager at 7300 Wealth Management, LLC.
Industry Investment Management
Experience
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

Siobhan Lomba Siobhan Lomba Greater Boston Area Details
Siobhan Lomba's New England Funds Experience March 1997 - September 1998
Job Director Retirement Solutions
Industry Financial Services
Experience
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

Bobbie Manson Bobbie Manson Portland, Maine Area Details
Bobbie Manson's New England Funds Experience 1992 - 1995
Job Manager of Software Development, MCSD
Industry Information Technology and Services
Experience
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

Anne Marie Wagner Anne Marie Wagner United States Details
Anne Marie Wagner's New England Funds Experience 1989 - 1999
Job
Industry
Experience
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

Rick Coscia Rick Coscia Greater Boston Area Details
Rick Coscia's New England Funds Experience January 1997 - January 1998
Job Assistant Vice President, Senior Institutional Marketing Manager at Eaton Vance
Industry Financial Services
Experience
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

Brett Dearing Brett Dearing New York, New York Details
Brett Dearing's New England Funds Experience January 1996 - January 1998
Job Senior Director, Wealth Management Services at BNY Mellon Wealth Management
Industry Financial Services
Experience
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