Old Mutual Asset Management Trust Company
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Old Mutual Asset Management Trust Company Employees
Old Mutual Asset Management Trust Company 2011 - 2013
Old Mutual Asset Management Trust Company 2008 - 2011
Old Mutual Asset Management 2005 - 2008
Venture FSG 1998 - 2005
Fidelity Investments 1995 - 1998
Mercer 1991 - 1995
Skills
Asset Managment, Mutual Funds, Fixed Income, Equities, Hedge Funds, Alternative Investments, Securities, Portfolio Management, Financial Services, Investments, Asset Allocation, Strategy, Derivatives, Investment Management, Asset Management, Finance, Series 63
Education
Boston College, Wallace E. Carroll School of Management
Master of Business Administration (MBA), Strategic Management
Brown University 1987 — 1991
BA, Economics
Xaverian Brothers High School 1983 — 1987
Old Mutual Asset Management Trust Company May 2010 - January 2013
The Leukemia & Lymphoma Society 2012 - 2012
State Street Bank & Trust June 2007 - May 2010
Amherst Hairstylists 2004 - 2007
Gap Inc. 2001 - 2007
Skills
Budgets, Asset Management, Business Networking, Building Relationships, Team Leadership, Data Analysis, Leadership
Education
University of Massachusetts at Amherst - Isenberg School of Management 2003 — 2007
BA, Finance & Operations Management, Cum Laude
Boston Latin School 1997 — 2003
State Street Global Advisors June 2013 - Present
SunGard Financial Systems July 2012 - June 2013
Boston Technologies Inc September 2011 - March 2012
Old Mutual Asset Management Trust Company June 2008 - September 2011
Old Mutual Financial Network September 2007 - June 2008
Old Mutual Asset Management September 2003 - June 2008
Old Mutual Investment Group South Africa June 2005 - June 2006
FundQuest May 2002 - October 2003
NCR Corporation May 1998 - August 2001
Skills
Project Management, Event Management, Marketing Communications
Education
Emerson College 2001 — 2003
MA Integrated Marketing Communications
Clemson University 1994 — 1998
BS Marketing
Kettering Fairmont
•American InterContinental University
FaceForward, Inc. July 2013 - August 2015
Old Mutual Asset Management Trust Company February 2012 - January 2013
Old Mutual Asset Management September 2008 - February 2012
EF Education First January 2007 - June 2007
Harpoon Brewery June 2005 - October 2006
Skills
Event Management, Exceptional written,..., High integrity and..., Problem-solving and..., Customer Service, Research, Social Media, Microsoft Office, Event Planning, Community Outreach, Microsoft Excel, Budgets, PowerPoint, Fundraising, Leadership, Troubleshooting, Analysis, Outlook, Data Analysis, Management
Education
Suffolk University - Sawyer Business School 2013 — 2015
Masters of Business Administration
Wheaton College (MA) 2001 — 2005
Bachelor of Arts, European History
University College Cork
Semester Abroad, Foreign Studies Program
F-Squared Investments July 2013 - Present
Old Mutual Asset Management Trust Company January 2011 - May 2013
State Street November 2009 - January 2011
State Street September 2007 - November 2009
Skills
Fund Accounting, Mutual Funds, Securities, Investments, Asset Management, Bloomberg, Alternative Investments, Financial Analysis, Fixed Income, Financial Services, Equities, Hedge Funds, Global Custody
Education
University of New Hampshire - Whittemore School of Business and Economics
Bachelor of Science (B.S.), Business Administration, Cum Laude
University of Massachusetts Boston
Master of Business Administration (MBA), Finance
Hand Benefits & Trust August 2013 - Present
Old Mutual Asset Management Trust Company May 2011 - April 2013
Old Mutual Asset Management Trust Company April 2010 - May 2011
Old Mutual Asset Management Trust Company August 2008 - April 2010
Old Mutual Asset Management Trust Company December 2006 - August 2008
State Street Bank August 2004 - December 2006
Skills
Financial Services, Securities, Fund Accounting, Cash Management, Financial Reporting, Analysis, Process Improvement, Data Analysis, Event Management, Budgets, Accounting, Client Services, Global Custody, Finance, Account Reconciliation, Financial Analysis, Asset Management, Fixed Income
Education
Suffolk University - Sawyer School of Management 2009 — 2012
Master of Business Administration (MBA), Finance
Bentley University 2000 — 2004
Bachelor of Science (BS), Finance
Old Mutual Asset Management Trust Company December 1999 - Present
United Asset Management Corporation January 1999 - January 2001
GRANTHAM MAYO VAN OTTERLOO & CO. LLC January 1997 - January 1999
Mellon Trust January 1995 - January 1997
Education
Saint Anselm College 1991 — 1995
Certificate, Human Relations and Work
SAINT ANSELM COLLEGE
Bachelor of Arts, Accounting