P-Solve Company
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P-Solve Employees
Insurance AUM July 2013 - Present
Lake Forest College August 2013 - Present
P-Solve January 2011 - February 2013
University of Hartford January 2011 - May 2012
GR-NEAM November 2005 - April 2010
AAM September 1999 - December 2004
Missouri Employers Mutual April 1995 - September 1999
City of Columbia, Missouri September 1992 - April 1995
Skills
Teaching, Fixed Income, Fixed Income Portfolio..., Fiduciary Management, Asset Allocation, Investments, Portfolio Management, Alternative Investments, Risk Management, CRM, Economics, Asset Managment, Bloomberg, Asset Management, Series 7, Investment Strategies, Pensions, Investment Advisory, Bonds, Financial Services, Investment Management, Insurance, Hedge Funds, Financial Markets, Derivatives, Equities, Finance, Corporate Finance, Executive Management
Education
The University of Chicago - Booth School of Business 2003 — 2004
MBA
University of Missouri 1982 — 1986
Bachelor of Science, Finance; Economics
Merrill Lynch January 2013 - Present
Merrill Lynch March 2011 - December 2012
P-Solve June 2010 - March 2011
Biltmore Capital Group June 2009 - September 2009
Skills
Business Strategy, Data Analysis, Financial Modeling, Marketing Strategy, Hedge Funds, Private Equity, Managed Futures, Financial Analysis, Real Estate, Alternative Investments, Series 7, Series 66, Fixed Income, Investments, Uniform Combined State..., Portfolio Management, Capital Markets, Equities, Asset Allocation, Bloomberg, Trading, Asset Management
Education
City University of New York-Queens College 2006 — 2010
BA, Economics
Harvard Pilgrim Health Care June 2015 - Present
P-Solve June 2014 - Present
State Farm May 2013 - August 2013
Genesis HealthCare March 2012 - March 2013
Skills
Mathematics, Statistics
Education
Bentley University 2012 — 2016
Bachelor's degree, Actuarial Science, Unknown
Tyngsboro High School
P-Solve July 2015 - Present
P-Solve January 2013 - June 2015
P-Solve November 2010 - January 2013
The Forestay Group July 2007 - November 2010
Fawoo Tech North America August 2009 - April 2010
Republic Financial Corporation June 2009 - August 2009
Alliance Resource Group - A NFP Company March 2005 - August 2009
Babson College January 2009 - May 2009
National Financial Partners May 2008 - August 2008
Skills
Financial Analysis, Financial Modeling, Portfolio Management, Hedge Funds, Investments, Analysis, Due Diligence, Mergers & Acquisitions, Investment Banking, Entrepreneurship, Finance, Asset Allocation, Mergers, Banking, Leadership, Start-ups, Business Strategy, Financial Reporting, LDI, Pensions, Trading, Trading Systems, Consulting, Investment Advisory, Investment Management, Institutional..., Fund Of Funds, Distressed Debt
Education
Babson College 2006 — 2010
Bachelors of Science in Business Administration, Strategic Management, Finance
Boston College High School 2002 — 2006
Benoit Real Estate May 2012 - April 2015
Barefoot Books June 2010 - August 2010
P-Solve December 2009 - August 2010
Skills
Office Administration, Office Management, Telephone Skills, Invoicing, Data Entry, Customer Service, Marketing, Microsoft Office, Microsoft Word, Microsoft Excel, Digital Marketing, Facebook, Social Networking, Sales, Blogging, Social Media, Social Media Marketing, Creative Writing, Advertising, Public Speaking, Negotiation, InDesign, Photography, Leadership, Adobe Creative Suite
Education
University of Massachusetts Boston 2014 — 2015
Bachelor of Science (B.S.), Marketing/Marketing Management, General
Emerson College 2008 — 2011
96 Credits Complete, Writing, Literature, & Publishing
P-Solve February 2012 - Present
New England Employee Benefits Council 2012 - May 2014
Society of Actuaries 2010 - October 2013
Cassidy Retirement Group May 1997 - February 2012
Hudson Pilot, LLC 2009 - 2010
Chicago Consulting Actuaries 1996 - 1997
Mercer Human Resource Consulting 1994 - 1996
Towers Perrin 1988 - 1994
Skills
Pensions, Retirement, Asset Allocation, Defined Benefit, ALM, ERISA, Employee Benefits, Actuarial Science, Investment Strategies, Health Insurance, Investments, Fixed Annuities, Insurance, Pension Funds, 401k, Life Insurance, Financial Risk, Reinsurance, Enterprise Risk..., Risk Management, Asset Management, Fixed Income
Education
Tufts University 1984 — 1988
BS, Mathematics
P-Solve December 2010 - July 2015
Mercer Global Investments September 2008 - August 2009
Invesra November 2007 - September 2008
Mercer Investment Consulting February 1998 - November 2007
Fleet Bank February 1980 - July 1994
Bank of New England 1979 - 1994
Skills
Investments, Asset Allocation, Pensions, Mutual Funds, Investment Strategies, Asset Management, Defined Contribution, Fixed Income, Investment Advisory, Retirement, Defined Benefit, Investment Management, Portfolio Management, Alternative Investments, Due Diligence, Capital Markets, Hedge Funds, Equity Research, Banking, Financial Services, Derivatives, Equities, Client Presentation, Group Presentations
Education
Boston University Questrom School of Business 1982 — 1987
MBA, Finance
Wellesley College 1974 — 1978
Bachelor of Arts (BA), Music
St. Timothy's School
Argent Wealth Management July 2010 - Present
P-Solve June 2005 - February 2010
Eastern Bank June 2000 - June 2005
Bank of Boston 1993 - 2000
Fidelity Investments January 1990 - December 1992
Boston Safe Deposit & Trust Co June 1986 - December 1989
American Express March 1982 - June 1986
American Express Service Establishment Marketing 1979 - 1982
Skills
Wealth Managment, Sales and Marketing, Investment Strategies, Investments, Asset Managment, Portfolio Management, Asset Allocation, Alternative Investments, Wealth Management, Investment Advisory, Fixed Income, Investment Management, Wealth Management...
Education
Fairfield University 1973 — 1977
B.S., Marketing
Penbridge Advisors, LLC January 2013 - Present
CAMRADATA Analytical Services March 2011 - December 2012
P-Solve December 2008 - December 2012
Lazard Freres & Co. November 2006 - July 2008
Hewitt Associates January 2003 - September 2006
Skills
Financial Services, Risk Management, Equities, Strategy, Derivatives, Investments, Capital Markets, Insurance, Pensions, Hedge Funds, Asset Managment, Alternative Investments, Investment Strategies, Retirement, Corporate Finance, Asset Allocation, Asset Management
Education
Syracuse University 1991 — 1995
BS, Engineering
UTi Worldwide June 2014 - Present
UTi Worldwide June 2013 - June 2014
UTi Worldwide Inc. September 2011 - June 2013
P-Solve June 2010 - December 2010
P-Solve July 2009 - December 2009
Trader Joe's July 2008 - June 2009
Troy Kelley Campaign May 2008 - August 2008
Skills
Data Analysis, Editing, Microsoft Excel, Proposal Writing, English, Project Management, Process Improvement, Microsoft Office, Logistics, Business Analysis, Supply Chain, Customer Service, Management, Team Leadership
Education
University of Puget Sound 2005 — 2008
Bachelor of Arts, International Political Economy, Business, Spanish
P-Solve June 2013 - Present
Mortgage Master November 2009 - June 2013
Dynamic Capital Mortgage November 2007 - October 2009
Valicenti Advisory Services, Inc. June 2006 - October 2007
Skills
Mortgage Banking, Access, Microsoft Excel, Business Intelligence, Visual Basic, Project Management, Mortgage Lending, Investments, Excel, Secondary Mortgage..., SQL, SSRS, Advent, Axys, Moxy, Pensions, Defined Benefit, Defined Contribution
Education
University at Buffalo 2003 — 2007
BS, Business Administration, Finance Concentration
2016 Level II Candidate in the CFA Program
P-Solve 2001 - Present
Skills
Pensions
Education
University of New Hampshire
Bachelor of Science (BS), Mathematics
P-Solve June 2004 - Present
Ricci Consultants 2002 - 2004
Mercer Human Resource Consulting 1986 - 2001
New England Mutual Life Insurance Company 1968 - 1986
Skills
Pensions, Actuarial Science, Asset Allocation, ALM, Defined Benefit, Retirement
Education
Northeastern University 1968 — 1971
M.S., Actuarial Science
Tufts University 1964 — 1968
B.S., Electrical Engineering
BlackRock January 2014 - Present
P-Solve November 2009 - February 2013
Skills
Asset Allocation, Portfolio Management, Financial Modeling, Investment Strategies, Quantitative Analytics, Bloomberg, Mutual Funds, Equities, Alternative Investments, Investment Management, Investments, Pensions, Bloomberg Terminal, Hedge Funds, Fixed Income, Trading
Education
Babson College 2005 — 2009
B.S., Finance, Economics