Pioneer Investments
Industry: Asset management company
DescriptionPioneer Investments is a global investment firm with offices in 28 countries, over 2,000 employees and €223.6 billion in assets under management as of December 31, 2015. Pioneer Investments and its intermediate parent company Pioneer Global Asset Management S.p.A. were wholly owned subsidiaries of UniCredit S.p.A. CEO: Giordano Lombardo (Feb 2015–) Headquarters: Milan, Italy Parent organization: Amundi Founder: Philip L. Carret Founded: 1928, Boston, Massachusetts, United States Subsidiaries: Amundi Ireland Limited,
Pioneer Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Pioneer Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Pioneer Investments Salaries. You can even request information on how much does Pioneer Investments pay if you want to. Learn about salaries, pros and cons of working for Pioneer Investments 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!
1,200 Pioneer Investments employees in database. Find out everything there's to know about Pioneer Investments 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.
Pioneer Investments Employees
Employee
Years
Job
Industry
Craig Anzlovar, CFA Craig Anzlovar, CFA's Pioneer Investments Experience November 2014 - Present
Job Fixed Income Client Portfolio Manager at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments November 2014 - Present
Fidelity Investments June 2012 - November 2014
PYRAMIS GLOBAL ADVISORS (FIDELITY INVESTMENTS) March 2006 - June 2012
PYRAMIS GLOBAL ADVISORS (FIDELITY INVESTMENTS) April 2005 - March 2006
FIDELITY INVESTMENTS February 2001 - April 2005
State Street August 2000 - February 2001
Skills
Investments, Fixed Income, Client Relations Skills, Product Management, Portfolio Management, Mutual Funds, Series 7, Series 63, Financial Services, Asset Allocation, Alternative Investments, Securities, Equities, Bloomberg, Hedge Funds, Asset Management, Investment Strategies, Investment Management, Wealth Management, ETFs, FINRA, Retirement, Investment Advisory, Bonds
Education
Babson College 2003 — 2005
M.B.A
Fairfield University 1996 — 2000
B.S., Business
Pioneer Investments November 2014 - Present
Fidelity Investments June 2012 - November 2014
PYRAMIS GLOBAL ADVISORS (FIDELITY INVESTMENTS) March 2006 - June 2012
PYRAMIS GLOBAL ADVISORS (FIDELITY INVESTMENTS) April 2005 - March 2006
FIDELITY INVESTMENTS February 2001 - April 2005
State Street August 2000 - February 2001
Skills
Investments, Fixed Income, Client Relations Skills, Product Management, Portfolio Management, Mutual Funds, Series 7, Series 63, Financial Services, Asset Allocation, Alternative Investments, Securities, Equities, Bloomberg, Hedge Funds, Asset Management, Investment Strategies, Investment Management, Wealth Management, ETFs, FINRA, Retirement, Investment Advisory, Bonds
Education
Babson College 2003 — 2005
M.B.A
Fairfield University 1996 — 2000
B.S., Business
Zachary Holcomb Zachary Holcomb's Pioneer Investments Experience June 2015 - Present
Job Senior Product Specialist at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments June 2015 - Present
Wellington Management June 2013 - May 2015
Fidelity Investments February 2010 - July 2012
Thunder Road Racing April 2007 - September 2011
AZsportbikerentals.com September 2008 - December 2008
Cycle Gear November 2007 - August 2008
RBC June 2007 - August 2007
Skills
Professional Motorcycle..., Skilled Motorcycle..., Financial Planning, Retirement Planning, Creative Problem Solver, Series 7, Series 63, Investments, Fixed Income, Leadership, Securities
Education
Northeastern University - Graduate School of Business Administration 2012 — 2014
Master of Business Administration (M.B.A.), Investment Management
Arizona State University 2004 — 2008
Bachelor of Interdisciplinary Studies, Business and Design Studies with a Minor in Communications
Pioneer Investments June 2015 - Present
Wellington Management June 2013 - May 2015
Fidelity Investments February 2010 - July 2012
Thunder Road Racing April 2007 - September 2011
AZsportbikerentals.com September 2008 - December 2008
Cycle Gear November 2007 - August 2008
RBC June 2007 - August 2007
Skills
Professional Motorcycle..., Skilled Motorcycle..., Financial Planning, Retirement Planning, Creative Problem Solver, Series 7, Series 63, Investments, Fixed Income, Leadership, Securities
Education
Northeastern University - Graduate School of Business Administration 2012 — 2014
Master of Business Administration (M.B.A.), Investment Management
Arizona State University 2004 — 2008
Bachelor of Interdisciplinary Studies, Business and Design Studies with a Minor in Communications
Ralph Allen, CIMA®, MBA's Pioneer Investments Experience April 2003 - February 2005
Job Managing Principal, HawkPeak® Financial Group
Industry Financial Services
Experience
HawkPeak® Financial Group September 2009 - Present
NAVCAP August 2009 - January 2013
Merrill Lynch April 2005 - August 2009
Pioneer Investments April 2003 - February 2005
AXA Equitable January 2002 - April 2003
Munder Capital Management April 1999 - January 2002
AXA Equitable October 1996 - April 1999
Jackson National Life 1992 - 1996
Skills
Investments, Strategic Planning, Customer Service, Retirement Planning, Strategic Financial..., Marketing, Project Management, New Business Development, Small Business, Negotiation, Series 7, Series 63, Series 6, Series 24, Series 79, Tactical Asset..., Entrepreneurship, Business Strategy, Wholesale Operations, Distribution Strategies, Business Planning, Business Intelligence, Business Development, Business Process, Marketing Strategy, ETFs, Mutual Funds, Fixed Annuities, Variable Annuities, Hedge Funds, Alternative Investments, Closed-end Funds, Unit Investment Trusts, Separately Managed..., Managed Beta, Investment Advisory, Investment Management, Certified Investment..., Investment Strategies, Fixed Income, Global Investment..., Sales Management, Sales Operations, Thought Leadership, Intellectual Property, Venture Capital, Joint Ventures, Venture Financing, New Venture Development, Start-up Ventures
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2009
Master of Business Administration (MBA), Ross School of Business
University of Pennsylvania - The Wharton School 2004 — 2004
CIMA® - Certified Investment Manager Analyst, Investments and Securities
Western Michigan University - Haworth College of Business 1984 — 1987
Bachelor of Science (B.S.), Business/Managerial Economics
Albion College 1982 — 1984
Associate's degree, Business/Managerial Economics
HawkPeak® Financial Group September 2009 - Present
NAVCAP August 2009 - January 2013
Merrill Lynch April 2005 - August 2009
Pioneer Investments April 2003 - February 2005
AXA Equitable January 2002 - April 2003
Munder Capital Management April 1999 - January 2002
AXA Equitable October 1996 - April 1999
Jackson National Life 1992 - 1996
Skills
Investments, Strategic Planning, Customer Service, Retirement Planning, Strategic Financial..., Marketing, Project Management, New Business Development, Small Business, Negotiation, Series 7, Series 63, Series 6, Series 24, Series 79, Tactical Asset..., Entrepreneurship, Business Strategy, Wholesale Operations, Distribution Strategies, Business Planning, Business Intelligence, Business Development, Business Process, Marketing Strategy, ETFs, Mutual Funds, Fixed Annuities, Variable Annuities, Hedge Funds, Alternative Investments, Closed-end Funds, Unit Investment Trusts, Separately Managed..., Managed Beta, Investment Advisory, Investment Management, Certified Investment..., Investment Strategies, Fixed Income, Global Investment..., Sales Management, Sales Operations, Thought Leadership, Intellectual Property, Venture Capital, Joint Ventures, Venture Financing, New Venture Development, Start-up Ventures
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2009
Master of Business Administration (MBA), Ross School of Business
University of Pennsylvania - The Wharton School 2004 — 2004
CIMA® - Certified Investment Manager Analyst, Investments and Securities
Western Michigan University - Haworth College of Business 1984 — 1987
Bachelor of Science (B.S.), Business/Managerial Economics
Albion College 1982 — 1984
Associate's degree, Business/Managerial Economics
John Ricklefs's Pioneer Investments Experience 2000 - 2006
Job Engineer at Quantopian
Industry Computer Software
Experience
Quantopian August 2013 - Present
Advent Software January 2010 - Present
Tamale Software October 2007 - January 2010
Liberty Mutual Insurance May 2007 - September 2007
NetApp June 2006 - September 2006
Pioneer Investments 2000 - 2006
Skills
.NET, C#, Software Development, XML, Web Services, Java, REST, SQL, Software Engineering, JavaScript
Education
Boston College 2003 — 2007
Bachelor of Arts (B.A.), Computer Science
Quantopian August 2013 - Present
Advent Software January 2010 - Present
Tamale Software October 2007 - January 2010
Liberty Mutual Insurance May 2007 - September 2007
NetApp June 2006 - September 2006
Pioneer Investments 2000 - 2006
Skills
.NET, C#, Software Development, XML, Web Services, Java, REST, SQL, Software Engineering, JavaScript
Education
Boston College 2003 — 2007
Bachelor of Arts (B.A.), Computer Science
Kimberly Frison Kimberly Frison's Pioneer Investments Experience October 2008 - January 2010
Job Senior Operations Specialist at TD Ameritrade
Industry Financial Services
Experience
24 Hour Fitness March 2011 - Present
TD Ameritrade January 2010 - Present
Pioneer Investments October 2008 - January 2010
Omaha Public Schools January 2007 - October 2008
Skills
Series 7, Series 63, Project Management, Management, Equities, Team Building, Risk Management, Series 66, Corporate Training, Public Speaking, Microsoft Office, Leadership, Investments, Securities, Program Management, Portfolio Management, Mutual Funds, Financial Services, Customer Service, Series 24
Education
Creighton University 2008 — 2008
Creative Writing
University of Nebraska-Lincoln 2002 — 2003
Advertising
Bellevue University
Health and human performance
24 Hour Fitness March 2011 - Present
TD Ameritrade January 2010 - Present
Pioneer Investments October 2008 - January 2010
Omaha Public Schools January 2007 - October 2008
Skills
Series 7, Series 63, Project Management, Management, Equities, Team Building, Risk Management, Series 66, Corporate Training, Public Speaking, Microsoft Office, Leadership, Investments, Securities, Program Management, Portfolio Management, Mutual Funds, Financial Services, Customer Service, Series 24
Education
Creighton University 2008 — 2008
Creative Writing
University of Nebraska-Lincoln 2002 — 2003
Advertising
Bellevue University
Health and human performance
Diana Tlougan's Pioneer Investments Experience August 2004 - June 2005
Job Commercial Finance & Reporting Contractor at Medica/Doherty Employment Agency
Industry Financial Services
Experience
Medica/Doherty Employment Agency April 2014 - Present
Multiband October 2012 - December 2013
Honeywell/Cara Resources November 2011 - March 2012
Ameriprise Financial Services, Inc./Volt Employment Agency August 2011 - November 2011
SUPERVALU December 2009 - October 2010
Fiserv Lending Solutions/Spherion, US Bank/Spherion July 2006 - November 2009
Siemens Power Inc./Office November 2005 - May 2006
Pioneer Investments August 2004 - June 2005
Ameriprise Financial, Client Services/Kelly Services August 2003 - May 2004
Arizona House of Representatives December 2002 - June 2003
Skills
Access, Microsoft Excel, CRM, Siebel Analytics, Oracle Reports, Microsoft Office..., Oracle Databases, Salesforce.com, Sales Portal, E.Piphany, Business Intelligence, Oracle HR, PeopleSoft, Oracle
Education
Arizona State University 1997 — 2001
Bachelor of Science (B.S.), Biology/Biological Sciences, General
University of St. Thomas 1996 — 1997
Post Secondary Enrollment Program
Medica/Doherty Employment Agency April 2014 - Present
Multiband October 2012 - December 2013
Honeywell/Cara Resources November 2011 - March 2012
Ameriprise Financial Services, Inc./Volt Employment Agency August 2011 - November 2011
SUPERVALU December 2009 - October 2010
Fiserv Lending Solutions/Spherion, US Bank/Spherion July 2006 - November 2009
Siemens Power Inc./Office November 2005 - May 2006
Pioneer Investments August 2004 - June 2005
Ameriprise Financial, Client Services/Kelly Services August 2003 - May 2004
Arizona House of Representatives December 2002 - June 2003
Skills
Access, Microsoft Excel, CRM, Siebel Analytics, Oracle Reports, Microsoft Office..., Oracle Databases, Salesforce.com, Sales Portal, E.Piphany, Business Intelligence, Oracle HR, PeopleSoft, Oracle
Education
Arizona State University 1997 — 2001
Bachelor of Science (B.S.), Biology/Biological Sciences, General
University of St. Thomas 1996 — 1997
Post Secondary Enrollment Program
David Finnegan David Finnegan's Pioneer Investments Experience September 1995 - September 1997
Job Vice President Marketing Services at NAI Hunneman
Industry Marketing and Advertising
Experience
NAI Hunneman May 2011 - Present
Lee Kennedy Co., Inc. October 2009 - May 2011
Forest City Enterprises April 2003 - March 2009
Lend Lease/Holliday Fenoglio Fowler December 2000 - November 2002
Trammell Crow Company (Formerly Fallon Hines & O'Connor) September 1997 - December 2000
Pioneer Investments September 1995 - September 1997
Skills
PowerPoint, Word, Excel, Photoshop, InDesign, QuarkXPress, Internet Explorer, Press Releases, Social Media Marketing, Advertising, Marketing Communications, Public Relations, Event Planning, Email Marketing, Event Management, Fundraising, Real Estate, Proposal Writing, Business Planning, Business Development, Marketing, Marketing Strategy, Start-ups, Integrated Marketing, Creative Direction, Strategic Planning, Brand Management, Budgets, Sales, Trade Shows, Corporate Branding, Direct Marketing, Social Networking, Social Media
Education
Suffolk University - Sawyer Business School 2000 — 2002
MBA, Marketing
Boston College 1991 — 1995
BS, Marketing
BC High 1987 — 1991
NAI Hunneman May 2011 - Present
Lee Kennedy Co., Inc. October 2009 - May 2011
Forest City Enterprises April 2003 - March 2009
Lend Lease/Holliday Fenoglio Fowler December 2000 - November 2002
Trammell Crow Company (Formerly Fallon Hines & O'Connor) September 1997 - December 2000
Pioneer Investments September 1995 - September 1997
Skills
PowerPoint, Word, Excel, Photoshop, InDesign, QuarkXPress, Internet Explorer, Press Releases, Social Media Marketing, Advertising, Marketing Communications, Public Relations, Event Planning, Email Marketing, Event Management, Fundraising, Real Estate, Proposal Writing, Business Planning, Business Development, Marketing, Marketing Strategy, Start-ups, Integrated Marketing, Creative Direction, Strategic Planning, Brand Management, Budgets, Sales, Trade Shows, Corporate Branding, Direct Marketing, Social Networking, Social Media
Education
Suffolk University - Sawyer Business School 2000 — 2002
MBA, Marketing
Boston College 1991 — 1995
BS, Marketing
BC High 1987 — 1991
Suzanne Matta's Pioneer Investments Experience 1996 - 2000
Job Financial services consultant
Industry Information Technology and Services
Experience
IMP Consults December 2013 - Present
Wellington Management Company April 2013 - November 2013
Charles River Development February 2006 - April 2013
American Express 2005 - 2006
Evergreen Investments 2000 - 2005
Pioneer Investments 1996 - 2000
Keystone Investments March 1990 - 1996
Skills
Mutual Funds, Derivatives, Equities, Bloomberg, Asset Managment, Investment Management, Investments, Financial Markets, Financial Services, Options, Financial Risk, Trading, Portfolio Management, Risk Management, Wealth Management, Series 7, AML, Capital Markets, UCITS, Back Office
Education
Boston College 1984 — 1988
BA, Business Finance
IMP Consults December 2013 - Present
Wellington Management Company April 2013 - November 2013
Charles River Development February 2006 - April 2013
American Express 2005 - 2006
Evergreen Investments 2000 - 2005
Pioneer Investments 1996 - 2000
Keystone Investments March 1990 - 1996
Skills
Mutual Funds, Derivatives, Equities, Bloomberg, Asset Managment, Investment Management, Investments, Financial Markets, Financial Services, Options, Financial Risk, Trading, Portfolio Management, Risk Management, Wealth Management, Series 7, AML, Capital Markets, UCITS, Back Office
Education
Boston College 1984 — 1988
BA, Business Finance
Bernard Batrouni Bernard Batrouni's Pioneer Investments Experience October 2013 - Present
Job Graduate Future Leadership Program at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments October 2013 - Present
Fly-Foot.com November 2011 - June 2013
DundeeWealth Inc August 2012 - September 2012
Wimdu GmbH 2012 - 2012
Banque du Liban July 2011 - July 2011
Volvo Construction Equipment August 2010 - September 2010
Skills
Valuation, Financial Modeling
Education
Bocconi University 2011 — 2013
Master of Science (M.Sc.), Finance
American University of Beirut 2007 — 2011
Bachelor of Engineering (B.Eng.), Mechanical Engineering
University of California, Berkeley 2009 — 2009
Summer sessions
Champville
Pioneer Investments October 2013 - Present
Fly-Foot.com November 2011 - June 2013
DundeeWealth Inc August 2012 - September 2012
Wimdu GmbH 2012 - 2012
Banque du Liban July 2011 - July 2011
Volvo Construction Equipment August 2010 - September 2010
Skills
Valuation, Financial Modeling
Education
Bocconi University 2011 — 2013
Master of Science (M.Sc.), Finance
American University of Beirut 2007 — 2011
Bachelor of Engineering (B.Eng.), Mechanical Engineering
University of California, Berkeley 2009 — 2009
Summer sessions
Champville
Andrew Schlumper's Pioneer Investments Experience August 2003 - Present
Job Manager, Investment Operations at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments August 2003 - Present
Pioneer Investments September 2001 - August 2003
Skills
Back Office, Middle Office, Fixed Income, Equities, Derivatives, Term Loans, FX, Global Custody, Settlements, Securities Lending, SWIFT, Bloomberg, Mutual Funds
Education
Bentley University 1997 — 2001
Bachelors, Finance
Pioneer Investments August 2003 - Present
Pioneer Investments September 2001 - August 2003
Skills
Back Office, Middle Office, Fixed Income, Equities, Derivatives, Term Loans, FX, Global Custody, Settlements, Securities Lending, SWIFT, Bloomberg, Mutual Funds
Education
Bentley University 1997 — 2001
Bachelors, Finance
Benjamin Verla, MPM's Pioneer Investments Experience August 2011 - August 2012
Job Client Services Support Analyst at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services June 2014 - Present
Russell Investments October 2012 - May 2014
Pioneer Investments August 2011 - August 2012
Pioneer Investments March 2010 - August 2011
Pioneer Investments October 2008 - February 2010
Skills
Financial Services, Mutual Funds, Analysis, Project Management, Process Improvement, Process Management, Business Workflows, Solution Development, Communication Skills, Vendor Relationships, Client Services, Organization, Microsoft Office, Remote Service..., Presentations, Training, Writing, Creative Thinker, Supervising, DST System TA software, MS Project, Financial Regulation
Education
Boston College 2002 — 2006
Bachelor of Arts (B.A.), History
Boston University 2009 — 2011
Master of Science (M.S.), Project Management
Boston Financial Data Services June 2014 - Present
Russell Investments October 2012 - May 2014
Pioneer Investments August 2011 - August 2012
Pioneer Investments March 2010 - August 2011
Pioneer Investments October 2008 - February 2010
Skills
Financial Services, Mutual Funds, Analysis, Project Management, Process Improvement, Process Management, Business Workflows, Solution Development, Communication Skills, Vendor Relationships, Client Services, Organization, Microsoft Office, Remote Service..., Presentations, Training, Writing, Creative Thinker, Supervising, DST System TA software, MS Project, Financial Regulation
Education
Boston College 2002 — 2006
Bachelor of Arts (B.A.), History
Boston University 2009 — 2011
Master of Science (M.S.), Project Management
Kevin Lemire's Pioneer Investments Experience June 1992 - October 1993
Job Director,Real Estate at Putnam Investments
Industry Financial Services
Experience
Putnam Investments March 1995 - Present
Bose Corporation November 1993 - September 1994
Pioneer Investments June 1992 - October 1993
Data General 1980 - 1992
Skills
Asset Managment, Mergers, Asset Management, Real Estate, Mergers & Acquisitions, Management, Financial Analysis, Budgets, Portfolio Management, Leadership, Negotiation, Project Planning, Facilities Management, Analysis, Corporate Real Estate, Vendor Management, Risk Management
Education
Assumption College
MBA, General Business
Central New England College
BS, Management
Putnam Investments March 1995 - Present
Bose Corporation November 1993 - September 1994
Pioneer Investments June 1992 - October 1993
Data General 1980 - 1992
Skills
Asset Managment, Mergers, Asset Management, Real Estate, Mergers & Acquisitions, Management, Financial Analysis, Budgets, Portfolio Management, Leadership, Negotiation, Project Planning, Facilities Management, Analysis, Corporate Real Estate, Vendor Management, Risk Management
Education
Assumption College
MBA, General Business
Central New England College
BS, Management
Elizabeth Colebrooke's Pioneer Investments Experience September 1999 - September 2004
Job Senior Consultant at Meradia Group
Industry Investment Management
Experience
Meradia Group February 2010 - Present
Philips Healthcare June 2009 - January 2010
FGG June 2007 - November 2008
Pioneer Alternative Investments September 2004 - June 2007
Pioneer Investments September 1999 - September 2004
CB Richard Ellis Whittier Partners June 1998 - September 1999
Skills
Mutual Funds, Hedge Funds, Product Management, Research, Risk, Equities, Fixed Income, Options, Bloomberg, Asset Management, Alternative Investments, Financial Analysis, Investments, Risk Management, Derivatives, Excel, Business Analysis, Financial Reporting, Private Equity, Analysis, Customer Relations, Strategic Planning, Business Strategy, Product Development, Valuation, Process Improvement, Competitive Analysis, Access, Process Engineering, Statistics, Pricing, Microsoft Office, Data Analysis, Due Diligence, Market Research, Compliance, Management Consulting, Analytics, VBA, Vendor Management
Education
Bentley University 1993 — 1998
BS, Management, Marketing
Meradia Group February 2010 - Present
Philips Healthcare June 2009 - January 2010
FGG June 2007 - November 2008
Pioneer Alternative Investments September 2004 - June 2007
Pioneer Investments September 1999 - September 2004
CB Richard Ellis Whittier Partners June 1998 - September 1999
Skills
Mutual Funds, Hedge Funds, Product Management, Research, Risk, Equities, Fixed Income, Options, Bloomberg, Asset Management, Alternative Investments, Financial Analysis, Investments, Risk Management, Derivatives, Excel, Business Analysis, Financial Reporting, Private Equity, Analysis, Customer Relations, Strategic Planning, Business Strategy, Product Development, Valuation, Process Improvement, Competitive Analysis, Access, Process Engineering, Statistics, Pricing, Microsoft Office, Data Analysis, Due Diligence, Market Research, Compliance, Management Consulting, Analytics, VBA, Vendor Management
Education
Bentley University 1993 — 1998
BS, Management, Marketing
Justin Huber Justin Huber's Pioneer Investments Experience January 2013 - Present
Job Senior Design Associate @ Pioneer Investments
Industry Marketing and Advertising
Experience
Pioneer Investments January 2013 - Present
J. Calnan & Associates, Inc. August 2011 - May 2012
Eaton Vance October 2008 - July 2011
Eaton Vance July 2005 - October 2008
Skills
Illustrator, Photoshop, InDesign, Graphic Design, Promotions, Project Management, Marketing Strategy, Branding & Identity, Graphics, Pre-press, Marketing, Press Releases, Adobe Creative Suite, Creative Direction, Direct Mail, Marketing Communications, Advertising, Email Marketing, Event Management, Brand Development, Typography
Education
Roger Williams University 2001 — 2005
Bachelors, Marketing
Art Institute of Pittsburgh 2008 — 2008
Diploma, Digital Design
Pioneer Investments January 2013 - Present
J. Calnan & Associates, Inc. August 2011 - May 2012
Eaton Vance October 2008 - July 2011
Eaton Vance July 2005 - October 2008
Skills
Illustrator, Photoshop, InDesign, Graphic Design, Promotions, Project Management, Marketing Strategy, Branding & Identity, Graphics, Pre-press, Marketing, Press Releases, Adobe Creative Suite, Creative Direction, Direct Mail, Marketing Communications, Advertising, Email Marketing, Event Management, Brand Development, Typography
Education
Roger Williams University 2001 — 2005
Bachelors, Marketing
Art Institute of Pittsburgh 2008 — 2008
Diploma, Digital Design
Derek James Kilduff's Pioneer Investments Experience August 2014 - Present
Job Product and Relationship Manager at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments August 2014 - Present
Pioneer Investments May 2012 - August 2014
Columbia Management January 2012 - May 2012
The Guardian Life Insurance Company of America August 2010 - December 2011
Sun Life Financial February 2008 - July 2010
Skills
Series 7, Series 6, Series 63, Series 65, Mutual Funds, Investments, Annuities, Retirement Planning
Education
Bentley University
Master of Business Administration (M.B.A.), Finance
Merrimack College 2002 — 2006
BA, Political Science
Pioneer Investments August 2014 - Present
Pioneer Investments May 2012 - August 2014
Columbia Management January 2012 - May 2012
The Guardian Life Insurance Company of America August 2010 - December 2011
Sun Life Financial February 2008 - July 2010
Skills
Series 7, Series 6, Series 63, Series 65, Mutual Funds, Investments, Annuities, Retirement Planning
Education
Bentley University
Master of Business Administration (M.B.A.), Finance
Merrimack College 2002 — 2006
BA, Political Science
Dennis Seeley's Pioneer Investments Experience January 2008 - October 2008
Job Financial Service Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company January 2011 - Present
Direxionfunds March 2010 - January 2011
Pioneer Investments, San Diego CA October 2008 - July 2009
Pioneer Investments January 2008 - October 2008
Pioneer Investments January 2006 - January 2008
American Express Financial Advisors 2002 - 2004
Skills
CRM, Mutual Funds, Investments, Series 7, Retirement, Business Planning, Fixed Annuities, Retirement Planning
Education
Anna Maria College 2000 — 2003
BA, Business Administration
Daniel Webster College
New York Life Insurance Company January 2011 - Present
Direxionfunds March 2010 - January 2011
Pioneer Investments, San Diego CA October 2008 - July 2009
Pioneer Investments January 2008 - October 2008
Pioneer Investments January 2006 - January 2008
American Express Financial Advisors 2002 - 2004
Skills
CRM, Mutual Funds, Investments, Series 7, Retirement, Business Planning, Fixed Annuities, Retirement Planning
Education
Anna Maria College 2000 — 2003
BA, Business Administration
Daniel Webster College
Michael Bakhtiari's Pioneer Investments Experience September 2013 - November 2013
Job Regional Sales Representative at Guardian Life
Industry Financial Services
Experience
Guardian Life February 2014 - Present
Guardian Life November 2013 - Present
Pioneer Investments September 2013 - November 2013
Pioneer Investments October 2012 - November 2013
Gourmet Caterers 2008 - October 2013
Ameriprise Financial Services, Inc. August 2011 - September 2012
Boston Design Solutions May 2011 - September 2011
Skills
FINRA Series 7 License, Extensive use of..., Proficient in..., NH and MA Producer Life..., Series 7, Bloomberg, Mutual Funds, Morningstar, Microsoft Excel, Microsoft Office
Education
Bentley University 2008 — 2012
Bachelor of Science (B.S.), Economics-Finance
central catholic high school
Guardian Life February 2014 - Present
Guardian Life November 2013 - Present
Pioneer Investments September 2013 - November 2013
Pioneer Investments October 2012 - November 2013
Gourmet Caterers 2008 - October 2013
Ameriprise Financial Services, Inc. August 2011 - September 2012
Boston Design Solutions May 2011 - September 2011
Skills
FINRA Series 7 License, Extensive use of..., Proficient in..., NH and MA Producer Life..., Series 7, Bloomberg, Mutual Funds, Morningstar, Microsoft Excel, Microsoft Office
Education
Bentley University 2008 — 2012
Bachelor of Science (B.S.), Economics-Finance
central catholic high school
Eamonn Reynolds-Mohler, CFP®'s Pioneer Investments Experience May 2007 - November 2007
Job Investment Counselor at Fisher Investments
Industry Financial Services
Experience
Fisher Investments June 2013 - Present
Commonwealth Planning Group November 2007 - May 2013
Pioneer Investments May 2007 - November 2007
Dion Money Management May 2005 - June 2005
Skills
Retirement Planning, Series 7, Securities, Strategic Financial..., Asset Allocation, FINRA, Financial Services, Alternative Investments, Investments, Mutual Funds, Hedge Funds, Fixed Income, Equities, Series 63, Asset Managment, Portfolio Management, Financial Analysis, Investment Management
Education
Bates College 2002 — 2006
B.A., Economics
Holderness School 1999 — 2002
Fisher Investments June 2013 - Present
Commonwealth Planning Group November 2007 - May 2013
Pioneer Investments May 2007 - November 2007
Dion Money Management May 2005 - June 2005
Skills
Retirement Planning, Series 7, Securities, Strategic Financial..., Asset Allocation, FINRA, Financial Services, Alternative Investments, Investments, Mutual Funds, Hedge Funds, Fixed Income, Equities, Series 63, Asset Managment, Portfolio Management, Financial Analysis, Investment Management
Education
Bates College 2002 — 2006
B.A., Economics
Holderness School 1999 — 2002
Ed Zalewski Ed Zalewski's Pioneer Investments Experience December 2007 - 2009
Job
Industry Investment Management
Experience
Fidelity Investments March 2010 - Present
Coldwell Banker Residential Brokerage 2009 - April 2010
Pioneer Investments December 2007 - 2009
Pioneer Investments February 2006 - December 2007
State Street Bank and Trust August 2002 - February 2006
Office of Senator's John and Lincoln Chafee, U.S. Senate, Washington, DC 1998 - 2001
U.S. Senate, Environment and Public Works Committee 1999 - 2000
Skills
Alternative Investments, Investments, Fixed Income, Asset Managment, Mutual Funds, Equities, Bloomberg, Financial Services, Series 7, Series 63, Securities, Hedge Funds, Financial Modeling, Financial Analysis, Asset Allocation, Finance, Strategy, Risk Management, Business Analysis, Strategic Planning, Analysis, Marketing, Product Management, Process Improvement, Business Development, Business Strategy, Leadership, Cross-functional Team..., Financial Markets, Project Management, Due Diligence, Customer Service, Microsoft Excel
Education
Babson College - Franklin W. Olin Graduate School of Business 2005 — 2008
MBA, Global Strategy Consulting and Finance
The George Washington University - School of Business 1997 — 2001
BBA, Environmental Policy and Management
Sea Education Association; Woods Hole, Mass. 2000 — 2000
N/A, Oceanography and Nautical Science
Fidelity Investments March 2010 - Present
Coldwell Banker Residential Brokerage 2009 - April 2010
Pioneer Investments December 2007 - 2009
Pioneer Investments February 2006 - December 2007
State Street Bank and Trust August 2002 - February 2006
Office of Senator's John and Lincoln Chafee, U.S. Senate, Washington, DC 1998 - 2001
U.S. Senate, Environment and Public Works Committee 1999 - 2000
Skills
Alternative Investments, Investments, Fixed Income, Asset Managment, Mutual Funds, Equities, Bloomberg, Financial Services, Series 7, Series 63, Securities, Hedge Funds, Financial Modeling, Financial Analysis, Asset Allocation, Finance, Strategy, Risk Management, Business Analysis, Strategic Planning, Analysis, Marketing, Product Management, Process Improvement, Business Development, Business Strategy, Leadership, Cross-functional Team..., Financial Markets, Project Management, Due Diligence, Customer Service, Microsoft Excel
Education
Babson College - Franklin W. Olin Graduate School of Business 2005 — 2008
MBA, Global Strategy Consulting and Finance
The George Washington University - School of Business 1997 — 2001
BBA, Environmental Policy and Management
Sea Education Association; Woods Hole, Mass. 2000 — 2000
N/A, Oceanography and Nautical Science
Bruce Speca's Pioneer Investments Experience June 2001 - April 2002
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
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
Michael Nadeau's Pioneer Investments Experience September 2013 - Present
Job Head of Technology / CTO
Industry Investment Management
Experience
Pioneer Investments September 2013 - Present
Boston Financial April 2010 - September 2013
Nuveau July 2009 - March 2010
Wellington Management January 2007 - May 2009
Wellington Management June 2005 - October 2008
Wellington Management July 2003 - January 2007
Wellington Management June 2000 - July 2003
Wellington Management May 1997 - June 2000
Wellington Management February 1995 - May 1997
Liberty Financial Companies 1992 - February 1995
Skills
Executive Management, IT Strategy, Leadership, Agile Project Management, IT Management, Vendor Management, PMO, Digital Strategy, E-business, Global Management, Project Portfolio..., Enterprise Data..., Talent Management, Business Intelligence, Application Management, Risk Management, Portfolio Management, Entrepreneurship, Start-ups, Mobile Technology, Cloud Computing, Professional Services, Compliance, Investments, Asset Management, Product Development, Hedge Funds, Mutual Funds, IT Transformation, Strategic Leadership, Systems Analysis, Product Management, Insurance, Social Media, Financial Markets, Computer Security, Venture Capital, Globalization, Software Engineering, Software Development..., Information Management, Web Applications, IT Outsourcing, Global Sourcing, Transfer Agency, Brokerage, Web Design, Offshoring, Mobile Internet, Mobile Applications
Education
Bentley University 1986 — 1990
BS-CIS, Computer Information Systems / Business
Boston University - School of Management
MBA (partial), Completed half MBA
Pioneer Investments September 2013 - Present
Boston Financial April 2010 - September 2013
Nuveau July 2009 - March 2010
Wellington Management January 2007 - May 2009
Wellington Management June 2005 - October 2008
Wellington Management July 2003 - January 2007
Wellington Management June 2000 - July 2003
Wellington Management May 1997 - June 2000
Wellington Management February 1995 - May 1997
Liberty Financial Companies 1992 - February 1995
Skills
Executive Management, IT Strategy, Leadership, Agile Project Management, IT Management, Vendor Management, PMO, Digital Strategy, E-business, Global Management, Project Portfolio..., Enterprise Data..., Talent Management, Business Intelligence, Application Management, Risk Management, Portfolio Management, Entrepreneurship, Start-ups, Mobile Technology, Cloud Computing, Professional Services, Compliance, Investments, Asset Management, Product Development, Hedge Funds, Mutual Funds, IT Transformation, Strategic Leadership, Systems Analysis, Product Management, Insurance, Social Media, Financial Markets, Computer Security, Venture Capital, Globalization, Software Engineering, Software Development..., Information Management, Web Applications, IT Outsourcing, Global Sourcing, Transfer Agency, Brokerage, Web Design, Offshoring, Mobile Internet, Mobile Applications
Education
Bentley University 1986 — 1990
BS-CIS, Computer Information Systems / Business
Boston University - School of Management
MBA (partial), Completed half MBA
Jennifer Prohaska's Pioneer Investments Experience 2006 - 2008
Job Business Analyst & Project Manager at Prohaska Consulting LLC
Industry Information Technology and Services
Experience
Boston Running Center January 2013 - Present
Prohaska Consulting LLC 2011 - Present
AIR Worldwide 2009 - 2011
Pioneer Investments 2006 - 2008
Fidelity Investments August 2004 - September 2005
Fidelity Investments July 2003 - August 2004
Fidelity Investments June 2001 - July 2003
Skills
Financial Analysis, Data Analysis, Risk Management, Business Analysis, Statistics, Insurance, Financial Modeling, Excel, Research, Strategic Planning, Analytics, Healthcare, Business Strategy, Fundraising, Mentoring, Team Building, Marketing Strategy, Budgeting, Coaching, PowerPoint, Business Planning, Competitive Analysis, Yin Yoga, Vinyasa, Yoga, Wellness Coaching, Lifestyle Coaching, run coach, Nutrition Education, corporate wellness, corporate consulting, health, running, corporate yoga, Microsoft Excel, Corporate Wellness..., Employee Wellness..., Budgets, Health, Weight Loss, Lifestyle, Employee Wellness, Nutrition, Corporations, Fitness Training, Portfolio Management, Stress Management, Personal Training, Nutritional Counseling, Analysis
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2010
Master of Science, Quantitative Finance
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2009
Graduate Certificate, Quantitative Methods for Business Decisions
Bentley College - Elkin B. McCallum Graduate School of Business 2001 — 2005
MBA, Finance
Bryant University 1997 — 2001
Bachelor of Science in Business Administration, Marketing & Communication
Institute for Integrative Nutrition
Certified Health Coach, Foods, Nutrition, and Wellness Studies, General
PranaVayu Yoga 200h Teacher Training
Registered Yoga Instructor, Yoga Teacher Training/Yoga Therapy
Woburn High School
Boston Running Center January 2013 - Present
Prohaska Consulting LLC 2011 - Present
AIR Worldwide 2009 - 2011
Pioneer Investments 2006 - 2008
Fidelity Investments August 2004 - September 2005
Fidelity Investments July 2003 - August 2004
Fidelity Investments June 2001 - July 2003
Skills
Financial Analysis, Data Analysis, Risk Management, Business Analysis, Statistics, Insurance, Financial Modeling, Excel, Research, Strategic Planning, Analytics, Healthcare, Business Strategy, Fundraising, Mentoring, Team Building, Marketing Strategy, Budgeting, Coaching, PowerPoint, Business Planning, Competitive Analysis, Yin Yoga, Vinyasa, Yoga, Wellness Coaching, Lifestyle Coaching, run coach, Nutrition Education, corporate wellness, corporate consulting, health, running, corporate yoga, Microsoft Excel, Corporate Wellness..., Employee Wellness..., Budgets, Health, Weight Loss, Lifestyle, Employee Wellness, Nutrition, Corporations, Fitness Training, Portfolio Management, Stress Management, Personal Training, Nutritional Counseling, Analysis
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2010
Master of Science, Quantitative Finance
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2009
Graduate Certificate, Quantitative Methods for Business Decisions
Bentley College - Elkin B. McCallum Graduate School of Business 2001 — 2005
MBA, Finance
Bryant University 1997 — 2001
Bachelor of Science in Business Administration, Marketing & Communication
Institute for Integrative Nutrition
Certified Health Coach, Foods, Nutrition, and Wellness Studies, General
PranaVayu Yoga 200h Teacher Training
Registered Yoga Instructor, Yoga Teacher Training/Yoga Therapy
Woburn High School
Jeffrey Vincent CFP®'s Pioneer Investments Experience July 2001 - December 2001
Job
Industry Financial Services
Experience
Vincent Financial Group August 2009 - Present
Caturano Wealth Management September 2008 - August 2009
Salem Five Bank December 2001 - August 2008
Pioneer Investments July 2001 - December 2001
Skills
Retirement Planning, Asset Allocation, Investment Management, Investments, Asset Managment, Portfolio Management, Mutual Funds, Wealth Management, Alternative Investments, Strategic Financial..., Financial Analysis, Retirement, Investment Strategies
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2011
MBA
Boston College 2009 — 2010
Certificate in Leadership
Boston University 2006 — 2007
Boston College 1996 — 2000
BS
Vincent Financial Group August 2009 - Present
Caturano Wealth Management September 2008 - August 2009
Salem Five Bank December 2001 - August 2008
Pioneer Investments July 2001 - December 2001
Skills
Retirement Planning, Asset Allocation, Investment Management, Investments, Asset Managment, Portfolio Management, Mutual Funds, Wealth Management, Alternative Investments, Strategic Financial..., Financial Analysis, Retirement, Investment Strategies
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2011
MBA
Boston College 2009 — 2010
Certificate in Leadership
Boston University 2006 — 2007
Boston College 1996 — 2000
BS
Ivy(Yangran) Sun Ivy(Yangran) Sun's Pioneer Investments Experience January 2013 - August 2013
Job Equity Research Analyst/Technology Sector at GF Securities
Industry Financial Services
Experience
GF Securities October 2013 - Present
Pioneer Investments January 2013 - August 2013
Northeastern University January 2012 - December 2012
Northeastern University Alumni Fund September 2011 - December 2012
Columbus Group LLC May 2012 - September 2012
China Construction Bank, Zhejiang Branch July 2010 - September 2010
Skills
VBA Programming, Advanced Excel Data..., SAS, C Language Programming, JAVA Language..., Data Mining, Equity Valuation, Passed CFA Level I and..., Financial Strategy, Financial Analysis, Financial Modeling, Fixed Income, Derivatives, Real Estate Financing, VBA, FactSet, Bloomberg Terminal, POINT, Econometrics
Education
Northeastern University 2011 — 2012
Master of Science, Finance, 3.6/4.0
Zhongnan University of Economics and Law 2009 — 2011
Bachelor of Economics, Investment
Huazhong University of Science and Technology 2007 — 2011
Bachelor of Engineering (B.Eng.), Telecommunications Engineering
I-Shou University 2010 — 2010
exchange, Telecommunication Engineering
GF Securities October 2013 - Present
Pioneer Investments January 2013 - August 2013
Northeastern University January 2012 - December 2012
Northeastern University Alumni Fund September 2011 - December 2012
Columbus Group LLC May 2012 - September 2012
China Construction Bank, Zhejiang Branch July 2010 - September 2010
Skills
VBA Programming, Advanced Excel Data..., SAS, C Language Programming, JAVA Language..., Data Mining, Equity Valuation, Passed CFA Level I and..., Financial Strategy, Financial Analysis, Financial Modeling, Fixed Income, Derivatives, Real Estate Financing, VBA, FactSet, Bloomberg Terminal, POINT, Econometrics
Education
Northeastern University 2011 — 2012
Master of Science, Finance, 3.6/4.0
Zhongnan University of Economics and Law 2009 — 2011
Bachelor of Economics, Investment
Huazhong University of Science and Technology 2007 — 2011
Bachelor of Engineering (B.Eng.), Telecommunications Engineering
I-Shou University 2010 — 2010
exchange, Telecommunication Engineering
Erin Durkin's Pioneer Investments Experience July 2011 - December 2011
Job National Publicity at Warner Bros. Pictures
Industry Motion Pictures and Film
Experience
Warner Bros. Pictures June 2014 - Present
Warner Bros. Pictures October 2012 - June 2014
Allied Integrated Marketing July 2010 - May 2012
Pioneer Investments July 2011 - December 2011
WBZ TV and Radio June 2009 - December 2009
Durkin Agency Inc. June 2004 - June 2009
Club Monaco January 2008 - May 2009
Skills
Publicity, Public Relations, Media Relations, Promotions, Marketing, Event Management, Event Planning, Internal & External..., Social Media Marketing, Press Releases, Social Media, Social Networking, Film, Film Festivals, Television, Broadcast, Radio, Microsoft Office, PowerPoint, Cision
Education
Northeastern University 2007 — 2012
Bachelor of Arts Degree, Communication Studies, 3.8
Bond University 2010 — 2010
Bachelor of Science Degree, Communication Studies, 4.0
Tenafly High School 2003 — 2007
Warner Bros. Pictures June 2014 - Present
Warner Bros. Pictures October 2012 - June 2014
Allied Integrated Marketing July 2010 - May 2012
Pioneer Investments July 2011 - December 2011
WBZ TV and Radio June 2009 - December 2009
Durkin Agency Inc. June 2004 - June 2009
Club Monaco January 2008 - May 2009
Skills
Publicity, Public Relations, Media Relations, Promotions, Marketing, Event Management, Event Planning, Internal & External..., Social Media Marketing, Press Releases, Social Media, Social Networking, Film, Film Festivals, Television, Broadcast, Radio, Microsoft Office, PowerPoint, Cision
Education
Northeastern University 2007 — 2012
Bachelor of Arts Degree, Communication Studies, 3.8
Bond University 2010 — 2010
Bachelor of Science Degree, Communication Studies, 4.0
Tenafly High School 2003 — 2007
Chris Vassilopoulos's Pioneer Investments Experience October 2004 - November 2008
Job Managing Director, Institutional Sales at Wellesley Investment Advisors, Inc.
Industry Financial Services
Experience
Wellesley Investment Advisors, Inc. December 2014 - Present
300 North Capital, LLC October 2011 - December 2014
Endex Capital Management, LLC December 2009 - October 2011
Institutional Liability Management, LLC December 2008 - November 2009
Pioneer Investments October 2004 - November 2008
Pioneer Investments September 1999 - September 2004
Mellon Trust July 1994 - August 1999
Skills
Investments, Financial Services, Alternative Investments, Relationship Management, Institutional..., Hedge Funds, Investment Management, Equities, Business Development, Asset Allocation, Investment Strategies, Bloomberg, ETFs, Mutual Funds, Series 7, Securities, Investment Advisory, Fixed Income, Strategy, Portfolio Management, Product Development, Marketing, Institutional, Equity Research, Fund Of Funds, Series 63, Project Management, Separately Managed..., FINRA, Wealth Management, Branding & Identity, Institutional Sales
Education
Boston College 1996 — 1998
Master of Science (MS)
Boston College 1988 — 1992
BA
Boston College High School 1984 — 1988
Wellesley Investment Advisors, Inc. December 2014 - Present
300 North Capital, LLC October 2011 - December 2014
Endex Capital Management, LLC December 2009 - October 2011
Institutional Liability Management, LLC December 2008 - November 2009
Pioneer Investments October 2004 - November 2008
Pioneer Investments September 1999 - September 2004
Mellon Trust July 1994 - August 1999
Skills
Investments, Financial Services, Alternative Investments, Relationship Management, Institutional..., Hedge Funds, Investment Management, Equities, Business Development, Asset Allocation, Investment Strategies, Bloomberg, ETFs, Mutual Funds, Series 7, Securities, Investment Advisory, Fixed Income, Strategy, Portfolio Management, Product Development, Marketing, Institutional, Equity Research, Fund Of Funds, Series 63, Project Management, Separately Managed..., FINRA, Wealth Management, Branding & Identity, Institutional Sales
Education
Boston College 1996 — 1998
Master of Science (MS)
Boston College 1988 — 1992
BA
Boston College High School 1984 — 1988
Hartley Tharp Hartley Tharp's Pioneer Investments Experience September 2012 - November 2012
Job Customer Service Manager at West Corporation
Industry Outsourcing/Offshoring
Experience
West Corporation January 2014 - Present
GoLeads May 2013 - November 2013
Complete Call Solutions November 2012 - May 2013
Pioneer Investments September 2012 - November 2012
Airlite Plastics Co January 2012 - August 2012
Hewlett-Packard 2002 - 2010
Skills
Management, Customer Service, Technical Support, Marketing Strategy, Sales, Call Center, Online Marketing, Sales Management, New Business Development, Marketing Communications, Public Relations, Training, Account Management, Advertising, Time Management, Supply Chain, Process Improvement, Sales Operations, Team Building, Marketing, Team Leadership, CRM, Strategic Planning
Education
Bellevue University 2004 — 2006
Bachelor of Science, Marketing Management
West Corporation January 2014 - Present
GoLeads May 2013 - November 2013
Complete Call Solutions November 2012 - May 2013
Pioneer Investments September 2012 - November 2012
Airlite Plastics Co January 2012 - August 2012
Hewlett-Packard 2002 - 2010
Skills
Management, Customer Service, Technical Support, Marketing Strategy, Sales, Call Center, Online Marketing, Sales Management, New Business Development, Marketing Communications, Public Relations, Training, Account Management, Advertising, Time Management, Supply Chain, Process Improvement, Sales Operations, Team Building, Marketing, Team Leadership, CRM, Strategic Planning
Education
Bellevue University 2004 — 2006
Bachelor of Science, Marketing Management
Bob Liacopoulos's Pioneer Investments Experience 2001 - 2006
Job Financial Planning and Analysis Professional
Industry Higher Education
Experience
Harvard Medical School February 2015 - Present
Beth Israel Deaconess Medical Center 2012 - 2015
Houghton Mifflin 2009 - 2012
Sawyer Realty Holdings LLC 2006 - 2009
Pioneer Investments 2001 - 2006
Pioneer Investments 1998 - 2001
Pioneer Investments 1997 - 1998
BTM Capital Corporation 1994 - 1997
Skills
Financial Analysis, Forecasting, Strategic Financial..., Process Improvement, SAP, Accounting, Budget Process, Strategic Planning, PeopleSoft, Hyperion Planning
Education
Bentley College - Elkin B. McCallum Graduate School of Business
Master of Business Administration (M.B.A.), Concentration in Finance
Bentley University
Bachelor of Science (B.S.), Finance
Harvard Medical School February 2015 - Present
Beth Israel Deaconess Medical Center 2012 - 2015
Houghton Mifflin 2009 - 2012
Sawyer Realty Holdings LLC 2006 - 2009
Pioneer Investments 2001 - 2006
Pioneer Investments 1998 - 2001
Pioneer Investments 1997 - 1998
BTM Capital Corporation 1994 - 1997
Skills
Financial Analysis, Forecasting, Strategic Financial..., Process Improvement, SAP, Accounting, Budget Process, Strategic Planning, PeopleSoft, Hyperion Planning
Education
Bentley College - Elkin B. McCallum Graduate School of Business
Master of Business Administration (M.B.A.), Concentration in Finance
Bentley University
Bachelor of Science (B.S.), Finance
John M. Mueller, AIF®, CIMA®'s Pioneer Investments Experience June 2010 - May 2012
Job Director, Intermediary Distribution at TIAACREF
Industry Financial Services
Experience
TIAA-Cref May 2015 - Present
Wells Fargo May 2012 - April 2015
Pioneer Investments June 2010 - May 2012
Pioneer Investments April 2007 - June 2010
Putnam Investments September 2005 - April 2007
Skills
Relationship Management, Business Development, Account Management, Investments, Retirement Plan..., Defined Contribution, Employee Benefits, Series 63, Series 7, Series 6, Mutual Funds, Asset Allocation, Pensions, Retirement Planning, 401k, Financial Services, Morningstar
Education
Boston College 2001 — 2005
BA, International Politics
TIAA-Cref May 2015 - Present
Wells Fargo May 2012 - April 2015
Pioneer Investments June 2010 - May 2012
Pioneer Investments April 2007 - June 2010
Putnam Investments September 2005 - April 2007
Skills
Relationship Management, Business Development, Account Management, Investments, Retirement Plan..., Defined Contribution, Employee Benefits, Series 63, Series 7, Series 6, Mutual Funds, Asset Allocation, Pensions, Retirement Planning, 401k, Financial Services, Morningstar
Education
Boston College 2001 — 2005
BA, International Politics
Paul Cloonan Paul Cloonan's Pioneer Investments Experience January 2010 - Present
Job Portfolio Manager at Pioneer Investments
Industry Investment Management
Experience
Pioneer Investments January 2010 - Present
Pioneer Investments May 1997 - April 2015
Ernst & Young June 1994 - May 1997
Skills
Asset Management, Asset Managment, Fixed Income, Bloomberg, Equity Research, Mutual Funds, Equities, Portfolio Management, Investments, Alternative Investments, Hedge Funds
Education
Babson College - Franklin W. Olin Graduate School of Business 1992 — 1994
MBA
College of the Holy Cross 1985 — 1989
BA, Economics
Pioneer Investments January 2010 - Present
Pioneer Investments May 1997 - April 2015
Ernst & Young June 1994 - May 1997
Skills
Asset Management, Asset Managment, Fixed Income, Bloomberg, Equity Research, Mutual Funds, Equities, Portfolio Management, Investments, Alternative Investments, Hedge Funds
Education
Babson College - Franklin W. Olin Graduate School of Business 1992 — 1994
MBA
College of the Holy Cross 1985 — 1989
BA, Economics
Brian Foran's Pioneer Investments Experience January 2005 - August 2005
Job Annuity Marketing at Guardian Life
Industry Financial Services
Experience
Guardian Life July 2014 - Present
Guardian Life October 2013 - Present
The Guardian Life Insurance Company of America August 2012 - October 2013
The Guardian Life Insurance Company of America January 2011 - August 2012
Guardian Investor Services, LLC July 2005 - February 2011
Pioneer Investments January 2005 - August 2005
Skills
Customer Experience, Customer Retention, Regulatory Requirements, Regulatory Affairs, Marketing Communications, Vendor Relationships, Vendor Contracts, Vendor Management, Contract Negotiation, FINRA, Annual Reports, Sales, Territory Management, Territory Development, Investor Relations, Building Relationships, Relationship Marketing, Sales Force Development
Education
Assumption College 2000 — 2004
BS, Business Communications
Guardian Life July 2014 - Present
Guardian Life October 2013 - Present
The Guardian Life Insurance Company of America August 2012 - October 2013
The Guardian Life Insurance Company of America January 2011 - August 2012
Guardian Investor Services, LLC July 2005 - February 2011
Pioneer Investments January 2005 - August 2005
Skills
Customer Experience, Customer Retention, Regulatory Requirements, Regulatory Affairs, Marketing Communications, Vendor Relationships, Vendor Contracts, Vendor Management, Contract Negotiation, FINRA, Annual Reports, Sales, Territory Management, Territory Development, Investor Relations, Building Relationships, Relationship Marketing, Sales Force Development
Education
Assumption College 2000 — 2004
BS, Business Communications
Greg Xerras's Pioneer Investments Experience January 2003 - May 2006
Job Regional Vice President at Octavus Group, LLC
Industry Financial Services
Experience
Octavus Group, LLC April 2011 - Present
ING Investment Management September 2009 - September 2010
Xerras Development, LLC July 2006 - June 2009
Pioneer Investments January 2003 - May 2006
Fidelity Investments May 1994 - January 2003
Putnam Investments May 1993 - November 1993
Education
Babson College 1990 — 1994
Bachelor of Science, Finance and Communications
St. John's Prep 1986 — 1990
High School
Octavus Group, LLC April 2011 - Present
ING Investment Management September 2009 - September 2010
Xerras Development, LLC July 2006 - June 2009
Pioneer Investments January 2003 - May 2006
Fidelity Investments May 1994 - January 2003
Putnam Investments May 1993 - November 1993
Education
Babson College 1990 — 1994
Bachelor of Science, Finance and Communications
St. John's Prep 1986 — 1990
High School
Kirsten Champlin Kirsten Champlin's Pioneer Investments Experience 2004 - November 2005
Job Associate Media Director at PGR Media
Industry Marketing and Advertising
Experience
PGR Media December 2013 - Present
PGR Media September 2010 - December 2013
PGR Media December 2009 - September 2010
Hill Holliday 2008 - 2009
Hill Holliday February 2007 - July 2008
Hill Holliday Advertising November 2005 - February 2007
Pioneer Investments 2004 - November 2005
Skills
Advertising, Media Planning, Social Media, Display Advertising, Google Adwords, comScore, DoubleClick, Management, New Media, Digital Strategy, Digital Media, Digital Marketing, Online Advertising, Paid Search Campaigns, Paid Search Strategy, Integrated Marketing, Social Media Marketing
Education
Suffolk University - Sawyer Business School 2007 — 2009
MBA
American University - Kogod School of Business 2000 — 2004
BSBA
PGR Media December 2013 - Present
PGR Media September 2010 - December 2013
PGR Media December 2009 - September 2010
Hill Holliday 2008 - 2009
Hill Holliday February 2007 - July 2008
Hill Holliday Advertising November 2005 - February 2007
Pioneer Investments 2004 - November 2005
Skills
Advertising, Media Planning, Social Media, Display Advertising, Google Adwords, comScore, DoubleClick, Management, New Media, Digital Strategy, Digital Media, Digital Marketing, Online Advertising, Paid Search Campaigns, Paid Search Strategy, Integrated Marketing, Social Media Marketing
Education
Suffolk University - Sawyer Business School 2007 — 2009
MBA
American University - Kogod School of Business 2000 — 2004
BSBA
Beth Gorelick's Pioneer Investments Experience June 2002 - July 2006
Job Coordinator, Employee Benefits at Bethesda Health
Industry Human Resources
Experience
Bethesda Health May 2012 - Present
401(k) Certified Independent Investment Advisors, LLC January 2012 - May 2012
Independent Consultant January 2010 - January 2012
MEDNAX Services, Inc. February 2009 - December 2009
DHL January 2007 - March 2009
Pioneer Investments June 2002 - July 2006
GenRad 2000 - 2002
Getronics (formerly Wang Global) 1998 - 2000
Reebok 1994 - 1998
Filenes Basement 1989 - 1992
Skills
Deferred Compensation, Employee Benefits, Benefits Administration, HRIS, Employee Relations, Human Resources, Training, Recruiting, Payroll, New Hire Orientations, FMLA, Leadership, Management, Labor Relations, Onboarding
Education
Bentley University 1982 — 1986
B.S., Marketing
Elwood/John Glenn High School 1979 — 1982
Bethesda Health May 2012 - Present
401(k) Certified Independent Investment Advisors, LLC January 2012 - May 2012
Independent Consultant January 2010 - January 2012
MEDNAX Services, Inc. February 2009 - December 2009
DHL January 2007 - March 2009
Pioneer Investments June 2002 - July 2006
GenRad 2000 - 2002
Getronics (formerly Wang Global) 1998 - 2000
Reebok 1994 - 1998
Filenes Basement 1989 - 1992
Skills
Deferred Compensation, Employee Benefits, Benefits Administration, HRIS, Employee Relations, Human Resources, Training, Recruiting, Payroll, New Hire Orientations, FMLA, Leadership, Management, Labor Relations, Onboarding
Education
Bentley University 1982 — 1986
B.S., Marketing
Elwood/John Glenn High School 1979 — 1982
Tony Pizzi Tony Pizzi's Pioneer Investments Experience September 2003 - Present
Job Senior Security Analyst at Pioneer Investments
Industry Information Technology and Services
Experience
Pioneer Investments September 2003 - Present
Pioneer Investments January 2000 - September 2003
Pioneer Investments February 1996 - December 1999
Skills
Security, CISSP, Information Security, Computer Security, Network Security, PCI DSS, Penetration Testing, Disaster Recovery, Firewalls, Business Continuity, Information Security..., Vulnerability Management, ISO 27001, Checkpoint, VPN, Security Architecture..., Cisco Technologies, Juniper, Intrusion Detection, Vulnerability Scanning, Vulnerability Assessment, Network Architecture, Active Directory, Vendor Management
Education
Blue Hills Regional Technical School 1977 — 1981
Pioneer Investments September 2003 - Present
Pioneer Investments January 2000 - September 2003
Pioneer Investments February 1996 - December 1999
Skills
Security, CISSP, Information Security, Computer Security, Network Security, PCI DSS, Penetration Testing, Disaster Recovery, Firewalls, Business Continuity, Information Security..., Vulnerability Management, ISO 27001, Checkpoint, VPN, Security Architecture..., Cisco Technologies, Juniper, Intrusion Detection, Vulnerability Scanning, Vulnerability Assessment, Network Architecture, Active Directory, Vendor Management
Education
Blue Hills Regional Technical School 1977 — 1981
Elizabeth Garvey, CFP® Elizabeth Garvey, CFP®'s Pioneer Investments Experience 2002 - 2004
Job Financial Planner at Barry Investment Advisors
Industry Financial Services
Experience
Barry Investment Advisors September 2014 - Present
Joseph Barry Co., LLC April 2010 - September 2014
Calibre Advisory Services, Inc. September 2004 - April 2009
Pioneer Investments 2002 - 2004
Education
Bentley University 2006 — 2009
MS, Financial Planning
Villanova University 1998 — 2002
Bachelor of Science, Finance, General
Barry Investment Advisors September 2014 - Present
Joseph Barry Co., LLC April 2010 - September 2014
Calibre Advisory Services, Inc. September 2004 - April 2009
Pioneer Investments 2002 - 2004
Education
Bentley University 2006 — 2009
MS, Financial Planning
Villanova University 1998 — 2002
Bachelor of Science, Finance, General
Lisa G. Melchiorri, MSQSM Lisa G. Melchiorri, MSQSM's Pioneer Investments Experience July 1991 - July 2001
Job Management Professional
Industry
Experience
The National Graduate School of Quality Management April 2001 - August 2014
The National Graduate School of Quality Management April 2001 - August 2014
Pioneer Investments July 1991 - July 2001
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Sales, Leadership, English, Outlook, Windows, Operations Management, Project Management, Management, Graduate Recruitment, Financial Aid..., Fundraising, Etiquette and Manners..., Administration, Events Management, Marketing Strategy, Client Services, Advertising, Communication Skills, Problem Solver, Contract Negotiator, Statistical Analysis..., Problem Solving, Program Management, Strategic Planning
Education
The National Graduate School of Quality Management (NGS) 2012 — 2013
Master's Degree, Quality Systems Management
Belmont Abbey College 1973 — 1977
Bachelor's Degree
The National Graduate School of Quality Management April 2001 - August 2014
The National Graduate School of Quality Management April 2001 - August 2014
Pioneer Investments July 1991 - July 2001
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Sales, Leadership, English, Outlook, Windows, Operations Management, Project Management, Management, Graduate Recruitment, Financial Aid..., Fundraising, Etiquette and Manners..., Administration, Events Management, Marketing Strategy, Client Services, Advertising, Communication Skills, Problem Solver, Contract Negotiator, Statistical Analysis..., Problem Solving, Program Management, Strategic Planning
Education
The National Graduate School of Quality Management (NGS) 2012 — 2013
Master's Degree, Quality Systems Management
Belmont Abbey College 1973 — 1977
Bachelor's Degree
Shawn Smith, MBA Shawn Smith, MBA's Pioneer Investments Experience 2000 - 2005
Job Founder/Principal at Financial Advisor Placement Services 9783121656
Industry Financial Services
Experience
Financial Advisor Placement Services April 2009 - Present
Ameriprise Financial November 2007 - April 2009
Sun Life Financial November 2005 - May 2007
Pioneer Investments 2000 - 2005
North American Funds, Inc. 1997 - 2000
Skills
Series 7, Investments, Mutual Funds, Series 63, Retirement Planning, Equities, Wealth Management, Portfolio Management, 401k, Alternative Investments, Asset Allocation, Securities, Strategic Financial..., Asset Managment, Bonds, Financial Services, Estate Planning, Investment Advisory, Fixed Income, Fixed Annuities, Finance, Financial Advisory, Retirement
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 2003
MBA, Finance
Princeton University 1981 — 1986
BA, Economics
Financial Advisor Placement Services April 2009 - Present
Ameriprise Financial November 2007 - April 2009
Sun Life Financial November 2005 - May 2007
Pioneer Investments 2000 - 2005
North American Funds, Inc. 1997 - 2000
Skills
Series 7, Investments, Mutual Funds, Series 63, Retirement Planning, Equities, Wealth Management, Portfolio Management, 401k, Alternative Investments, Asset Allocation, Securities, Strategic Financial..., Asset Managment, Bonds, Financial Services, Estate Planning, Investment Advisory, Fixed Income, Fixed Annuities, Finance, Financial Advisory, Retirement
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 2003
MBA, Finance
Princeton University 1981 — 1986
BA, Economics
Michael Hennessey, CFA Michael Hennessey, CFA's Pioneer Investments Experience 1993 - 1999
Job Vice President, Investment Research at IDC
Industry Financial Services
Experience
IDC March 2006 - Present
IDC 2006 - September 2010
Wachovia 2004 - 2006
SG Cowen 2001 - 2004
IDC 1999 - 2001
Pioneer Investments 1993 - 1999
Skills
Equity Research, Strategic Financial..., Project Management, Personal Financial..., Asset Management, Buy-side, Maintaining Strong..., Investment Research, Global Business..., Mutual Funds, Hedge Funds, Partnerships, Entrepreneurship, Equities, Private Equity
Education
Babson College - Franklin W. Olin Graduate School of Business 1995 — 1999
MBA, Finance
University of Vermont 1989 — 1993
Bachelor of Science (B.S.)
Springfield High School 1985 — 1989
IDC March 2006 - Present
IDC 2006 - September 2010
Wachovia 2004 - 2006
SG Cowen 2001 - 2004
IDC 1999 - 2001
Pioneer Investments 1993 - 1999
Skills
Equity Research, Strategic Financial..., Project Management, Personal Financial..., Asset Management, Buy-side, Maintaining Strong..., Investment Research, Global Business..., Mutual Funds, Hedge Funds, Partnerships, Entrepreneurship, Equities, Private Equity
Education
Babson College - Franklin W. Olin Graduate School of Business 1995 — 1999
MBA, Finance
University of Vermont 1989 — 1993
Bachelor of Science (B.S.)
Springfield High School 1985 — 1989
Clif Ramsey's Pioneer Investments Experience February 2015 - Present
Job Regional Vice President at Pioneer Investments
Industry Investment Management
Experience
Pioneer Investments February 2015 - Present
Pioneer Investments July 2013 - February 2015
Pioneer Investments June 2012 - June 2013
BIOSYSTEMS (representing Stryker Spine) June 2010 - June 2012
BIOSYSTEMS (representing Stryker Spine) August 2009 - June 2010
Skills
Operating Room, Spine, Medical Devices, Sales Management, Hospitals, Microsoft Excel, Orthopedic, Outlook, Sales Operations, New Business Development, Customer Service, Marketing Strategy, Microsoft Office, PowerPoint, Strategic Planning, Cold Calling, Leadership, Management, Social Media, Healthcare, Business Development, Selling, Marketing, Account Management, Team Building, Surgical Instruments, Salesforce.com, Sales, Event Planning, Cross-functional Team..., Marketing Communications, Contract Negotiation, Competitive Analysis, Sales Process, Product Launch, Direct Sales
Education
Boston College 2008 — 2009
Masters, Admistrative Studies
Boston College 2004 — 2008
Bachelors, Sociology
Pioneer Investments February 2015 - Present
Pioneer Investments July 2013 - February 2015
Pioneer Investments June 2012 - June 2013
BIOSYSTEMS (representing Stryker Spine) June 2010 - June 2012
BIOSYSTEMS (representing Stryker Spine) August 2009 - June 2010
Skills
Operating Room, Spine, Medical Devices, Sales Management, Hospitals, Microsoft Excel, Orthopedic, Outlook, Sales Operations, New Business Development, Customer Service, Marketing Strategy, Microsoft Office, PowerPoint, Strategic Planning, Cold Calling, Leadership, Management, Social Media, Healthcare, Business Development, Selling, Marketing, Account Management, Team Building, Surgical Instruments, Salesforce.com, Sales, Event Planning, Cross-functional Team..., Marketing Communications, Contract Negotiation, Competitive Analysis, Sales Process, Product Launch, Direct Sales
Education
Boston College 2008 — 2009
Masters, Admistrative Studies
Boston College 2004 — 2008
Bachelors, Sociology
Jeffrey Pray, PMP Jeffrey Pray, PMP's Pioneer Investments Experience December 1999 - February 2003
Job IT Project Manager at Cigna
Industry Newspapers
Experience
Cigna February 2013 - Present
Dow Jones January 2008 - July 2011
Dow Jones / The Wall Street Journal 2008 - July 2011
Mass Mutual August 2005 - September 2007
Pioneer Investments December 1999 - February 2003
Skills
Project Management, Vendor Management, Business Analysis, PMO, SDLC, PMP, Business Intelligence, SharePoint, Management
Education
New England College 2001 — 2002
Masters, Business
Arizona State University
Cigna February 2013 - Present
Dow Jones January 2008 - July 2011
Dow Jones / The Wall Street Journal 2008 - July 2011
Mass Mutual August 2005 - September 2007
Pioneer Investments December 1999 - February 2003
Skills
Project Management, Vendor Management, Business Analysis, PMO, SDLC, PMP, Business Intelligence, SharePoint, Management
Education
New England College 2001 — 2002
Masters, Business
Arizona State University
Rick Silva's Pioneer Investments Experience November 1997 - August 2001
Job Web Developer, Database Developer
Industry Computer Software
Experience
Advance Auto Parts September 2015 - Present
Zipcar May 2010 - May 2015
Harvard Business School November 2005 - August 2009
Brown Brothers Harriman August 2001 - November 2005
Pioneer Investments November 1997 - August 2001
Bank of Boston May 1992 - November 1995
Skills
Databases, Agile Methodologies, Scrum, Web Development, Unix, Oracle, MySQL, Git, Internationalization, PHP, Linux, Web Applications, Sybase, HTML, Software Development, Bash, JIRA, Subversion, Oracle Application...
Education
Boston College 1992 — 1999
B.A., Management
Advance Auto Parts September 2015 - Present
Zipcar May 2010 - May 2015
Harvard Business School November 2005 - August 2009
Brown Brothers Harriman August 2001 - November 2005
Pioneer Investments November 1997 - August 2001
Bank of Boston May 1992 - November 1995
Skills
Databases, Agile Methodologies, Scrum, Web Development, Unix, Oracle, MySQL, Git, Internationalization, PHP, Linux, Web Applications, Sybase, HTML, Software Development, Bash, JIRA, Subversion, Oracle Application...
Education
Boston College 1992 — 1999
B.A., Management
SiMing Zhu's Pioneer Investments Experience August 2009 - June 2010
Job CPA
Industry Accounting
Experience
Maemura & Co., CPAs LLP January 2014 - Present
Internal Revenue Service June 2010 - January 2014
Pioneer Investments August 2009 - June 2010
Boston Chinatown Neighborhood Center August 2005 - December 2008
Skills
Tax Law, Tax Research, Auditing, Corporate Tax, Tax Preparation, Accounting, Tax Accounting, Income Tax, QuickBooks, Accounts Payable, Account Reconciliation, Financial Accounting, General Ledger, Microsoft Excel
Education
Bentley University 2009 — 2010
Master of Science (MS), Accountancy; Certificate in Graduate Study in Taxation
Bentley University 2007 — 2009
Bachelor of Science (BS), Accountancy
Maemura & Co., CPAs LLP January 2014 - Present
Internal Revenue Service June 2010 - January 2014
Pioneer Investments August 2009 - June 2010
Boston Chinatown Neighborhood Center August 2005 - December 2008
Skills
Tax Law, Tax Research, Auditing, Corporate Tax, Tax Preparation, Accounting, Tax Accounting, Income Tax, QuickBooks, Accounts Payable, Account Reconciliation, Financial Accounting, General Ledger, Microsoft Excel
Education
Bentley University 2009 — 2010
Master of Science (MS), Accountancy; Certificate in Graduate Study in Taxation
Bentley University 2007 — 2009
Bachelor of Science (BS), Accountancy
Caoimhe Byrne Harney's Pioneer Investments Experience June 2000 - August 2003
Job Senior Analyst at Minard Capital, a Premier Asset Raising Consultant for the Global Alternative Investment Industry
Industry Investment Management
Experience
Minard Capital June 2015 - Present
Citco Fund Services (San Francisco) Inc. January 2009 - June 2014
Citco Fund Services (Ireland) Limited August 2003 - January 2009
Pioneer Investments June 2000 - August 2003
Skills
Investor Relations, Hedge Funds, Alternative Investments, Private Equity, Fund Of Funds, Mutual Funds, Onshore, Offshore, Compliance, AML, Client Relationship..., Reporting, Legal & Regulatory, Treasury, Fund Structures, Fluent German, Leadership, Project Management, Project Planning
Education
National College of Ireland 1995 — 2000
Bachelor’s Degree, European Business Studies and Languages (German & French)
Fachhochschule Würzburg-Schweinfurt 1998 — 1999
Erasmus, Business & Economics (Betriebswirtschaft)
Minard Capital June 2015 - Present
Citco Fund Services (San Francisco) Inc. January 2009 - June 2014
Citco Fund Services (Ireland) Limited August 2003 - January 2009
Pioneer Investments June 2000 - August 2003
Skills
Investor Relations, Hedge Funds, Alternative Investments, Private Equity, Fund Of Funds, Mutual Funds, Onshore, Offshore, Compliance, AML, Client Relationship..., Reporting, Legal & Regulatory, Treasury, Fund Structures, Fluent German, Leadership, Project Management, Project Planning
Education
National College of Ireland 1995 — 2000
Bachelor’s Degree, European Business Studies and Languages (German & French)
Fachhochschule Würzburg-Schweinfurt 1998 — 1999
Erasmus, Business & Economics (Betriebswirtschaft)
Spencer Smalley Spencer Smalley's Pioneer Investments Experience October 2012 - September 2014
Job Internal Wholesaler at CLS Investments, LLC
Industry Investment Management
Experience
CLS Investments, LLC September 2014 - Present
Pioneer Investments October 2012 - September 2014
Contemporary Analysis Inc. July 2012 - August 2012
Christian Heritage May 2011 - July 2012
Legacy Carpet Cleaning September 2010 - January 2011
Papillion-La Vista Kids Club February 2008 - August 2010
Skills
Series 65, Sales, Sales Process, ETFs, Mutual Funds, Investment Advisory, Investment Strategies, Customer Service, Social Services, Foster Care, Fitness Training, Christian Ministry, Bible teaching, Lower Level Managment, Discipleship, Church Events, Call Centers
Education
Nebraska Christian College 2008 — 2011
Bachelor of Arts (B.A.), Family Life and Counseling Ministry
Manhattan Christian College 2005 — 2008
Bachelor of Arts (B.A.), Family Life and Counseling Ministry
CLS Investments, LLC September 2014 - Present
Pioneer Investments October 2012 - September 2014
Contemporary Analysis Inc. July 2012 - August 2012
Christian Heritage May 2011 - July 2012
Legacy Carpet Cleaning September 2010 - January 2011
Papillion-La Vista Kids Club February 2008 - August 2010
Skills
Series 65, Sales, Sales Process, ETFs, Mutual Funds, Investment Advisory, Investment Strategies, Customer Service, Social Services, Foster Care, Fitness Training, Christian Ministry, Bible teaching, Lower Level Managment, Discipleship, Church Events, Call Centers
Education
Nebraska Christian College 2008 — 2011
Bachelor of Arts (B.A.), Family Life and Counseling Ministry
Manhattan Christian College 2005 — 2008
Bachelor of Arts (B.A.), Family Life and Counseling Ministry
Bradford Wilkinson Bradford Wilkinson's Pioneer Investments Experience August 1997 - November 2001
Job Senior Cloud Development Leader
Industry Information Technology and Services
Experience
Sonos, Inc. July 2014 - Present
Aspen Technology March 2011 - July 2014
New England IT Solutions, Inc. February 2002 - March 2011
Pioneer Investments August 1997 - November 2001
Fidelity Investments October 1995 - August 1997
First Data Corporation December 1991 - October 1995
Skills
Continuous Integration, Cloud Applications, Cloud Computing, Product Strategy, Software Development, Document Management, Identity and Access..., SharePoint, SaaS, C#, SQL, WCF Services, Visual Studio, Leadership, Business Strategy
Education
Massachusetts Institute of Technology - Sloan School of Management 2000 — 2001
Certification Managing Technical Professionals and Organizations Managing Complex Product Developme, Certification Managing Technical Professionals and Organizations Managing Complex Product Developme
Bentley University 1997 — 2001
Master of Science (MS), Management Information Systems, General, 3.8
Boston University 1993 — 1995
Certification Software development project management program based on PMI., Certification Software development project management program based on PMI.
The University of Montana 1982 — 1987
Bachelor of Science (BS), Business Administration, Management and Operations, 3.4
Sonos, Inc. July 2014 - Present
Aspen Technology March 2011 - July 2014
New England IT Solutions, Inc. February 2002 - March 2011
Pioneer Investments August 1997 - November 2001
Fidelity Investments October 1995 - August 1997
First Data Corporation December 1991 - October 1995
Skills
Continuous Integration, Cloud Applications, Cloud Computing, Product Strategy, Software Development, Document Management, Identity and Access..., SharePoint, SaaS, C#, SQL, WCF Services, Visual Studio, Leadership, Business Strategy
Education
Massachusetts Institute of Technology - Sloan School of Management 2000 — 2001
Certification Managing Technical Professionals and Organizations Managing Complex Product Developme, Certification Managing Technical Professionals and Organizations Managing Complex Product Developme
Bentley University 1997 — 2001
Master of Science (MS), Management Information Systems, General, 3.8
Boston University 1993 — 1995
Certification Software development project management program based on PMI., Certification Software development project management program based on PMI.
The University of Montana 1982 — 1987
Bachelor of Science (BS), Business Administration, Management and Operations, 3.4
Erin Daigle's Pioneer Investments Experience May 2014 - Present
Job Corporate Communications Specialist at Pioneer Investments
Industry Public Relations and Communications
Experience
Pioneer Investments May 2014 - Present
The Hubbell Group, Inc. June 2012 - May 2014
Assumption College Reach Out Center September 2010 - June 2012
Daigle & Son, Inc. June 2011 - August 2011
Point O’ Woods Beach Association June 2010 - August 2010
Skills
Social Media, Facebook, PowerPoint, Microsoft Excel, Internal Communications, Social Networking, Editing, Microsoft Word, Crisis Communications, Story Pitching, Pitching Media, Media Research, Training, Research
Education
Assumption College 2008 — 2012
Bachelor of Arts, Organizational Communications
Richmond, The American International University in London 2011 — 2011
Pioneer Investments May 2014 - Present
The Hubbell Group, Inc. June 2012 - May 2014
Assumption College Reach Out Center September 2010 - June 2012
Daigle & Son, Inc. June 2011 - August 2011
Point O’ Woods Beach Association June 2010 - August 2010
Skills
Social Media, Facebook, PowerPoint, Microsoft Excel, Internal Communications, Social Networking, Editing, Microsoft Word, Crisis Communications, Story Pitching, Pitching Media, Media Research, Training, Research
Education
Assumption College 2008 — 2012
Bachelor of Arts, Organizational Communications
Richmond, The American International University in London 2011 — 2011
Barry Fennell, CFA Barry Fennell, CFA's Pioneer Investments Experience 2014 - Present
Job Senior Product Manager
Industry Financial Services
Experience
Pioneer Investments 2014 - Present
Thomson Reuters 2013 - 2014
Fidelity Investments - FMR 2007 - 2011
Fidelity Investments - FMR 2003 - 2007
Fidelity Investments - FMR 2001 - 2003
Fidelity Investments - Pyramis 2000 - 2001
GMO 1998 - 2000
Skills
Portfolio Management, Institutional..., Six Sigma, Chartered Financial..., Investment..., Investment Performance
Education
Boston College 1992 — 1994
Master of Business Administration, Finance
Tufts University 1987 — 1991
Bachelor of Arts, Economics and History
Pioneer Investments 2014 - Present
Thomson Reuters 2013 - 2014
Fidelity Investments - FMR 2007 - 2011
Fidelity Investments - FMR 2003 - 2007
Fidelity Investments - FMR 2001 - 2003
Fidelity Investments - Pyramis 2000 - 2001
GMO 1998 - 2000
Skills
Portfolio Management, Institutional..., Six Sigma, Chartered Financial..., Investment..., Investment Performance
Education
Boston College 1992 — 1994
Master of Business Administration, Finance
Tufts University 1987 — 1991
Bachelor of Arts, Economics and History
Trudy (Thuong) Pham Trudy (Thuong) Pham's Pioneer Investments Experience September 2014 - November 2014
Job Investment Research Associate ESG Focus
Industry Financial Services
Experience
Acadian Asset Management December 2014 - February 2015
Pioneer Investments September 2014 - November 2014
Fitzgerald Asset Management, LLC February 2013 - May 2014
Belmark Associate January 2013 - May 2014
Regal Beloit June 2013 - August 2013
Hendricks Commercial Properties, LLC August 2012 - May 2013
Skills
Equity Valuation, Economics, Financial Analysis, Financial Modeling, Market Research, Analysis, Team Leadership, Finance, Equity Research, Bloomberg Terminal, Statistics, Microsoft Excel, Fixed Income, Data Analysis, Research, Quantitative Analytics, Corporate Finance, Management, Financial Accounting, Capital IQ, Investment Management, Accounting, Leadership
Education
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2015
Master's degree, Finance and Investments, 4.80/5.00
Beloit College 2010 — 2014
Bachelor of Arts, Mathematics, Economics, 3.99/4.00
Acadian Asset Management December 2014 - February 2015
Pioneer Investments September 2014 - November 2014
Fitzgerald Asset Management, LLC February 2013 - May 2014
Belmark Associate January 2013 - May 2014
Regal Beloit June 2013 - August 2013
Hendricks Commercial Properties, LLC August 2012 - May 2013
Skills
Equity Valuation, Economics, Financial Analysis, Financial Modeling, Market Research, Analysis, Team Leadership, Finance, Equity Research, Bloomberg Terminal, Statistics, Microsoft Excel, Fixed Income, Data Analysis, Research, Quantitative Analytics, Corporate Finance, Management, Financial Accounting, Capital IQ, Investment Management, Accounting, Leadership
Education
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2015
Master's degree, Finance and Investments, 4.80/5.00
Beloit College 2010 — 2014
Bachelor of Arts, Mathematics, Economics, 3.99/4.00
Annie Liza Bergen Annie Liza Bergen's Pioneer Investments Experience 2004 - 2007
Job Business Development Specialist at Nixon Peabody LLP and Chief Inspirer at BeCreateShare.com
Industry Marketing and Advertising
Experience
Nixon Peabody LLP January 2014 - June 2014
Marston Beacon Hill June 2010 - May 2012
Marston Beacon Hill January 2010 - June 2010
Coldwell Banker Residential Brokerage November 2008 - January 2010
Marston Voss Realty Corp. November 2007 - November 2008
Interaction Associates 2007 - 2007
Pioneer Investments 2004 - 2007
Skills
Consultative Sales..., Small Business IT..., Relationship Management, Top Producer, Business Strategy, Inbound Lead Generation, Superior Client Service, Client Education, Business Systems..., Business Requirements, Solution Implementation, Digital Marketing, Copy Editing, Real Estate, Blog Marketing, Social Media..., Real Estate Transactions, Sales, Entrepreneurship, Marketing, Selling, Small Business, Management Consulting, Management, Strategy, Business Development, Leadership, Public Speaking, Social Media, Social Media Marketing, Strategic Planning
Education
University of Oxford 2003 — 2004
Master's degree, History
Barnard College 1996 — 2000
Bachelor of Arts (BA), History
Nixon Peabody LLP January 2014 - June 2014
Marston Beacon Hill June 2010 - May 2012
Marston Beacon Hill January 2010 - June 2010
Coldwell Banker Residential Brokerage November 2008 - January 2010
Marston Voss Realty Corp. November 2007 - November 2008
Interaction Associates 2007 - 2007
Pioneer Investments 2004 - 2007
Skills
Consultative Sales..., Small Business IT..., Relationship Management, Top Producer, Business Strategy, Inbound Lead Generation, Superior Client Service, Client Education, Business Systems..., Business Requirements, Solution Implementation, Digital Marketing, Copy Editing, Real Estate, Blog Marketing, Social Media..., Real Estate Transactions, Sales, Entrepreneurship, Marketing, Selling, Small Business, Management Consulting, Management, Strategy, Business Development, Leadership, Public Speaking, Social Media, Social Media Marketing, Strategic Planning
Education
University of Oxford 2003 — 2004
Master's degree, History
Barnard College 1996 — 2000
Bachelor of Arts (BA), History
Michael Toole, AIF®'s Pioneer Investments Experience January 2012 - August 2012
Job Financial Advisor at Securian Financial Services, Inc.
Industry Financial Services
Experience
Pioneer Financial Group / Securian Financial Services 2013 - Present
Pioneer Investments January 2012 - August 2012
John Hancock Financial Services January 2011 - July 2011
The Hartford January 2010 - July 2010
Education
Northeastern University 2008 — 2013
Bachelor of Science (B.S.), Marketing
Bond University 2012 — 2012
Pioneer Financial Group / Securian Financial Services 2013 - Present
Pioneer Investments January 2012 - August 2012
John Hancock Financial Services January 2011 - July 2011
The Hartford January 2010 - July 2010
Education
Northeastern University 2008 — 2013
Bachelor of Science (B.S.), Marketing
Bond University 2012 — 2012
Tina Raymond Tina Raymond's Pioneer Investments Experience June 2013 - July 2014
Job Compliance Professional
Industry Financial Services
Experience
Charles River Development July 2014 - Present
Pioneer Investments June 2013 - July 2014
MFS Investment Management March 2012 - May 2013
Wellington Management Company, LLP August 2007 - March 2012
Wellington Management Company July 2003 - August 2007
Wellington Management December 1997 - July 2003
State Street June 1997 - December 1997
State Street June 1995 - June 1997
Skills
Risk Management, Asset Managment, Portfolio Management, Investment Management, Investments, Securities, Equities, Fixed Income, Derivatives, Asset Allocation, Hedge Funds, Bloomberg, Financial Services, Trading Systems, Private Equity, Asset Management, Mutual Funds, Financial Risk, Alternative Investments, Capital Markets
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 2000
Master of Science in Finance, Finance, General
Stonehill College 1991 — 1995
Bachelor of Science in Business Administration, Finance, Economics, Computer Information Systems
Charles River Development July 2014 - Present
Pioneer Investments June 2013 - July 2014
MFS Investment Management March 2012 - May 2013
Wellington Management Company, LLP August 2007 - March 2012
Wellington Management Company July 2003 - August 2007
Wellington Management December 1997 - July 2003
State Street June 1997 - December 1997
State Street June 1995 - June 1997
Skills
Risk Management, Asset Managment, Portfolio Management, Investment Management, Investments, Securities, Equities, Fixed Income, Derivatives, Asset Allocation, Hedge Funds, Bloomberg, Financial Services, Trading Systems, Private Equity, Asset Management, Mutual Funds, Financial Risk, Alternative Investments, Capital Markets
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 2000
Master of Science in Finance, Finance, General
Stonehill College 1991 — 1995
Bachelor of Science in Business Administration, Finance, Economics, Computer Information Systems
Tom Strassner Tom Strassner's Pioneer Investments Experience 2001 - 2004
Job Regional Treasurer at Covidien
Industry Medical Devices
Experience
Covidien May 2007 - Present
eSecLending 2004 - 2006
Pioneer Investments 2001 - 2004
Skills
Cash Management, Investments, Capital Markets, Mutual Funds, Treasury, Funding, Capital Budgeting, Financial Modeling, Financial Analysis, Forecasting, Corporate Finance, Sarbanes-Oxley Act, Financial Reporting, Mergers & Acquisitions, Risk Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2006 — 2007
Master of Business Administration (MBA), Finance, General
University of Vermont 1997 — 2001
BS, Business - Finance
Northfield Mount Hermon 1993 — 1997
Covidien May 2007 - Present
eSecLending 2004 - 2006
Pioneer Investments 2001 - 2004
Skills
Cash Management, Investments, Capital Markets, Mutual Funds, Treasury, Funding, Capital Budgeting, Financial Modeling, Financial Analysis, Forecasting, Corporate Finance, Sarbanes-Oxley Act, Financial Reporting, Mergers & Acquisitions, Risk Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2006 — 2007
Master of Business Administration (MBA), Finance, General
University of Vermont 1997 — 2001
BS, Business - Finance
Northfield Mount Hermon 1993 — 1997
Robin Sollosy Robin Sollosy's Pioneer Investments Experience 1986 - 2001
Job ITIL Service Management Consultant at GuideIT
Industry Information Technology and Services
Experience
Student Maestro January 2011 - Present
GuideIT April 2014 - November 2014
ING Investment Management (Acquired CitiStreet) August 2008 - December 2010
CitiStreet May 2007 - June 2008
National Lending Corporation 2005 - 2007
The Vantage Group 2004 - 2005
AIU Online 2002 - 2003
PFPC September 2001 - September 2002
Pioneer Investments 1986 - 2001
Skills
ITIL, Data Center, Process Improvement, Change Management, Vendor Management, Infrastructure, Business Analysis, Disaster Recovery, SDLC, IT Management, Visio, Business Continuity, Requirements Analysis, IT Strategy, Risk Management, Program Management, SharePoint, Software Project..., Business Process..., Project Management, IT Operations, Management, IT Service Management, Information Technology, Cloud Computing, Leadership, Quality Assurance, Consulting
Education
American Intercontinental University 2002 — 2003
Bachelor of Information Technology
Student Maestro January 2011 - Present
GuideIT April 2014 - November 2014
ING Investment Management (Acquired CitiStreet) August 2008 - December 2010
CitiStreet May 2007 - June 2008
National Lending Corporation 2005 - 2007
The Vantage Group 2004 - 2005
AIU Online 2002 - 2003
PFPC September 2001 - September 2002
Pioneer Investments 1986 - 2001
Skills
ITIL, Data Center, Process Improvement, Change Management, Vendor Management, Infrastructure, Business Analysis, Disaster Recovery, SDLC, IT Management, Visio, Business Continuity, Requirements Analysis, IT Strategy, Risk Management, Program Management, SharePoint, Software Project..., Business Process..., Project Management, IT Operations, Management, IT Service Management, Information Technology, Cloud Computing, Leadership, Quality Assurance, Consulting
Education
American Intercontinental University 2002 — 2003
Bachelor of Information Technology
James Yul, MBA James Yul, MBA's Pioneer Investments Experience September 2005 - July 2007
Job Regulatory Reporting Analyst, Consultant at RGP
Industry Banking
Experience
RGP August 2013 - Present
Reliance Trust Company December 2007 - January 2009
Pioneer Investments September 2005 - July 2007
Investors Bank & Trust November 2004 - September 2005
State Street Research September 2003 - November 2004
Skills
Market Research, Ad Hoc Reporting, Market Analysis, Skilled Communicator, Emerging Trends, Financial Markets, Team-oriented, Microsoft Excel, SQL, Microsoft Access, Microsoft Office, MySQL, Data Mining, Financial Analysis
Education
Saint Joseph's University 2010 — 2012
Master of Business Administration (MBA), International Marketing, 3.66
Bentley University 1999 — 2003
Bachelors, Finance
RGP August 2013 - Present
Reliance Trust Company December 2007 - January 2009
Pioneer Investments September 2005 - July 2007
Investors Bank & Trust November 2004 - September 2005
State Street Research September 2003 - November 2004
Skills
Market Research, Ad Hoc Reporting, Market Analysis, Skilled Communicator, Emerging Trends, Financial Markets, Team-oriented, Microsoft Excel, SQL, Microsoft Access, Microsoft Office, MySQL, Data Mining, Financial Analysis
Education
Saint Joseph's University 2010 — 2012
Master of Business Administration (MBA), International Marketing, 3.66
Bentley University 1999 — 2003
Bachelors, Finance
Kenneth Lampert, CPA, MBA Kenneth Lampert, CPA, MBA's Pioneer Investments Experience October 2009 - June 2015
Job Senior Finance and Accounting Manager / Financial Reporting, Corporate Accounting, Financial Planning & Analysis (FP&A)
Industry Financial Services
Experience
Pioneer Investments October 2009 - June 2015
Pioneer Investments January 2006 - September 2009
Pioneer Investments June 2005 - January 2006
MFS Investment Management December 2003 - June 2005
MFS Investment Management July 1998 - December 2003
Time Inc. March 1996 - July 1998
Time Warner Inc. November 1993 - March 1996
Arthur Andersen & Co. September 1990 - November 1993
Skills
Finance, Corporate Finance, Financial Analysis, Financial Reporting, Financial Modeling, Internal Controls, Investments, Equities, Due Diligence, Financial Services, Accounting, Mergers & Acquisitions, Risk Management, Financial Planning, Internal Audit
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2000 — 2003
MBA, Finance
College of the Holy Cross 1986 — 1990
BA, Economics / Accounting
Ridge High School 1982 — 1986
Pioneer Investments October 2009 - June 2015
Pioneer Investments January 2006 - September 2009
Pioneer Investments June 2005 - January 2006
MFS Investment Management December 2003 - June 2005
MFS Investment Management July 1998 - December 2003
Time Inc. March 1996 - July 1998
Time Warner Inc. November 1993 - March 1996
Arthur Andersen & Co. September 1990 - November 1993
Skills
Finance, Corporate Finance, Financial Analysis, Financial Reporting, Financial Modeling, Internal Controls, Investments, Equities, Due Diligence, Financial Services, Accounting, Mergers & Acquisitions, Risk Management, Financial Planning, Internal Audit
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2000 — 2003
MBA, Finance
College of the Holy Cross 1986 — 1990
BA, Economics / Accounting
Ridge High School 1982 — 1986
Jared Kinch's Pioneer Investments Experience September 2011 - December 2011
Job Project Manager at Federal Reserve Bank of Boston
Industry Banking
Experience
Federal Reserve Bank of Boston April 2013 - Present
Federal Reserve Bank of Boston July 2012 - Present
Boston College High School March 2012 - June 2014
Brown Brothers Harriman March 2012 - June 2012
Inland Professional Corporation December 2011 - April 2012
Pioneer Investments September 2011 - December 2011
Skills
MS Project, Word,...
Education
Bentley University 2008 — 2011
Bachelor of Science, Marketing; Minor: Management & Law
University of Massachusetts Boston 2007 — 2008
Bachelor of Science
Boston College High School
Diploma
Federal Reserve Bank of Boston April 2013 - Present
Federal Reserve Bank of Boston July 2012 - Present
Boston College High School March 2012 - June 2014
Brown Brothers Harriman March 2012 - June 2012
Inland Professional Corporation December 2011 - April 2012
Pioneer Investments September 2011 - December 2011
Skills
MS Project, Word,...
Education
Bentley University 2008 — 2011
Bachelor of Science, Marketing; Minor: Management & Law
University of Massachusetts Boston 2007 — 2008
Bachelor of Science
Boston College High School
Diploma
Guang Shi, CPA (MA)'s Pioneer Investments Experience September 2010 - October 2010
Job Financial & Operation Manager at Backstage Commerce, INC.
Industry International Trade and Development
Experience
Backstage Commerce, INC. March 2013 - Present
Connelly Partners March 2011 - October 2011
Pioneer Investments September 2010 - October 2010
ABCD. Inc. January 2010 - September 2010
Family Equality Council December 2009 - May 2010
Suffolk University September 2008 - April 2010
Bank of China in Jilin December 2008 - February 2009
Skills
Accounts Payable, Budgets, Analysis, Auditing, Accounting, Managerial Finance, Finance, Financial Analysis, Accounts Receivable
Education
Suffolk University - Sawyer Business School 2008 — 2010
Master of Science, Accountancy
Beijing Normal University 2004 — 2008
Bachelor of Art, Finance
Backstage Commerce, INC. March 2013 - Present
Connelly Partners March 2011 - October 2011
Pioneer Investments September 2010 - October 2010
ABCD. Inc. January 2010 - September 2010
Family Equality Council December 2009 - May 2010
Suffolk University September 2008 - April 2010
Bank of China in Jilin December 2008 - February 2009
Skills
Accounts Payable, Budgets, Analysis, Auditing, Accounting, Managerial Finance, Finance, Financial Analysis, Accounts Receivable
Education
Suffolk University - Sawyer Business School 2008 — 2010
Master of Science, Accountancy
Beijing Normal University 2004 — 2008
Bachelor of Art, Finance
Jonathan Larkin, CFA's Pioneer Investments Experience May 1996 - May 1998
Job Principal
Industry Investment Management
Experience
Income Research & Management August 2006 - Present
Gannett Welsh & Kotler May 1998 - August 2006
Pioneer Investments May 1996 - May 1998
Fidelity Investments 1994 - 1996
Skills
Asset Managment, Fixed Income, Investments, Equities, Bloomberg, Asset Allocation, Risk Management, Trading Systems, Business Analysis, Investment Management, Trading, Electronic Trading, Relationship Management, Derivatives, Options, Wealth Management, Bonds, Investment Strategies, Investment Banking, Securities, Alternative Investments, Asset Management, Mutual Funds, Financial Services, Market Data, Equity Research, Due Diligence, Financial Markets, Equity Trading, Financial Analysis
Education
Boston University 2008 — 2010
MS, Computer Information Systems
Bentley College - Elkin B. McCallum Graduate School of Business 1999 — 2001
MS, Finance
Bentley University 1989 — 1994
BS, Finance
Catholic Memorial
Catholic Memorial
Catholic Memorial
Income Research & Management August 2006 - Present
Gannett Welsh & Kotler May 1998 - August 2006
Pioneer Investments May 1996 - May 1998
Fidelity Investments 1994 - 1996
Skills
Asset Managment, Fixed Income, Investments, Equities, Bloomberg, Asset Allocation, Risk Management, Trading Systems, Business Analysis, Investment Management, Trading, Electronic Trading, Relationship Management, Derivatives, Options, Wealth Management, Bonds, Investment Strategies, Investment Banking, Securities, Alternative Investments, Asset Management, Mutual Funds, Financial Services, Market Data, Equity Research, Due Diligence, Financial Markets, Equity Trading, Financial Analysis
Education
Boston University 2008 — 2010
MS, Computer Information Systems
Bentley College - Elkin B. McCallum Graduate School of Business 1999 — 2001
MS, Finance
Bentley University 1989 — 1994
BS, Finance
Catholic Memorial
Catholic Memorial
Catholic Memorial
Jim Folwell Jim Folwell's Pioneer Investments Experience April 2006 - May 2008
Job SVP Director of Business Development, DCIO and Strategic Platforms at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments January 2011 - Present
FAF Advisors October 2009 - January 2011
State Street Global Advisors May 2008 - January 2009
Pioneer Investments April 2006 - May 2008
Pioneer Investments November 2003 - April 2006
Cerulli Associates April 1999 - October 2002
Fidelity Investments June 1998 - April 1999
MFS Investment Management 1990 - 1998
Skills
Competitive Analysis, Investments, Financial Services, Strategy, Series 7, Mutual Funds, Business Strategy, Consulting, Asset Management, Asset Managment
Education
Babson College - Franklin W. Olin Graduate School of Business 1992 — 1997
MBA, Finance, Research, and Strategic Planning
Florida State University 1987 — 1989
BS, Management
Clearwater High
Nuveen Investments January 2011 - Present
FAF Advisors October 2009 - January 2011
State Street Global Advisors May 2008 - January 2009
Pioneer Investments April 2006 - May 2008
Pioneer Investments November 2003 - April 2006
Cerulli Associates April 1999 - October 2002
Fidelity Investments June 1998 - April 1999
MFS Investment Management 1990 - 1998
Skills
Competitive Analysis, Investments, Financial Services, Strategy, Series 7, Mutual Funds, Business Strategy, Consulting, Asset Management, Asset Managment
Education
Babson College - Franklin W. Olin Graduate School of Business 1992 — 1997
MBA, Finance, Research, and Strategic Planning
Florida State University 1987 — 1989
BS, Management
Clearwater High
Kim Matisoff's Pioneer Investments Experience December 2012 - September 2014
Job Compliance Specialist at Eaton Vance
Industry Financial Services
Experience
Eaton Vance September 2014 - Present
Pioneer Investments December 2012 - September 2014
Brown Brothers Harriman October 2011 - November 2012
Q-Biz Solutions, LLC June 2010 - September 2011
Cranmore Mountain Resort December 2010 - March 2011
Skills
Microsoft Office, Budgets, Microsoft Excel, Auditing, Management, Financial Reporting, PowerPoint, Internal Audit, Financial Accounting, Cash Flow, Teamwork, Access, Account Reconciliation, Financial Analysis, Analysis, GAAP, Outlook, Payroll, Risk Management, Financial Statements, Accounting, Microsoft Word, Investments, Series 7
Education
Assumption College 2010 — 2012
MBA, Accounting and Management, 3.8 GPA
Assumption College 2006 — 2010
BA, Accounting and Economics
Eaton Vance September 2014 - Present
Pioneer Investments December 2012 - September 2014
Brown Brothers Harriman October 2011 - November 2012
Q-Biz Solutions, LLC June 2010 - September 2011
Cranmore Mountain Resort December 2010 - March 2011
Skills
Microsoft Office, Budgets, Microsoft Excel, Auditing, Management, Financial Reporting, PowerPoint, Internal Audit, Financial Accounting, Cash Flow, Teamwork, Access, Account Reconciliation, Financial Analysis, Analysis, GAAP, Outlook, Payroll, Risk Management, Financial Statements, Accounting, Microsoft Word, Investments, Series 7
Education
Assumption College 2010 — 2012
MBA, Accounting and Management, 3.8 GPA
Assumption College 2006 — 2010
BA, Accounting and Economics
Christina Cervini's Pioneer Investments Experience July 2015 - Present
Job Marketing Communications Associate at Pioneer Investments
Industry Marketing and Advertising
Experience
Pioneer Investments July 2015 - Present
Fraser Engineering Co., Inc. October 2014 - June 2015
Fraser Engineering Co., Inc. July 2014 - October 2014
TFA International April 2013 - August 2013
Housing Management Resources May 2012 - August 2012
Fine Touch September 2010 - May 2011
Skills
Marketing, PowerPoint, Microsoft Excel, Budgets, Social Media, Photoshop, Microsoft Office, Strategic Planning, Start-ups, Strategy, Leadership
Education
Babson College 2010 — 2014
Bachelor's Degree, Business Management; concentration in Marketing
Worcester Academy 2004 — 2010
High School
Pioneer Investments July 2015 - Present
Fraser Engineering Co., Inc. October 2014 - June 2015
Fraser Engineering Co., Inc. July 2014 - October 2014
TFA International April 2013 - August 2013
Housing Management Resources May 2012 - August 2012
Fine Touch September 2010 - May 2011
Skills
Marketing, PowerPoint, Microsoft Excel, Budgets, Social Media, Photoshop, Microsoft Office, Strategic Planning, Start-ups, Strategy, Leadership
Education
Babson College 2010 — 2014
Bachelor's Degree, Business Management; concentration in Marketing
Worcester Academy 2004 — 2010
High School
Benjamin Lockhart Benjamin Lockhart's Pioneer Investments Experience 2014 - 2014
Job Associate 2 at State Street USIS
Industry Financial Services
Experience
State Street June 2015 - Present
St. Ignatius Loyola Catholic Church September 2012 - May 2015
Pioneer Investments 2014 - 2014
Alexion Pharmaceuticals, Inc. June 2013 - August 2013
Yale-New Haven Community Medical Group June 2012 - August 2012
Landon Lumber Co. June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English
Education
Boston College 2011 — 2015
Bachelor's Degree, Economics
Hopkins School 2006 — 2011
State Street June 2015 - Present
St. Ignatius Loyola Catholic Church September 2012 - May 2015
Pioneer Investments 2014 - 2014
Alexion Pharmaceuticals, Inc. June 2013 - August 2013
Yale-New Haven Community Medical Group June 2012 - August 2012
Landon Lumber Co. June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English
Education
Boston College 2011 — 2015
Bachelor's Degree, Economics
Hopkins School 2006 — 2011
Scott McIntire's Pioneer Investments Experience March 2000 - November 2003
Job Director, Online Channels at Fidelity Investments
Industry Internet
Experience
Fidelity Investments February 2011 - Present
AARP Services April 2007 - February 2011
Upromise October 2005 - April 2007
AP Insurance March 2004 - September 2005
Pioneer Investments March 2000 - November 2003
Thingworld.com March 1999 - March 2000
John Hancock Funds August 1997 - March 1999
Skills
Mobile Devices, SEM, CRM, Web Strategy, SEO, Web Analytics, User Experience, Analytics, Digital Marketing, Competitive Analysis, E-commerce, Integrated Marketing, Lead Generation, Marketing Strategy, Program Management, Online Advertising, Mobile Marketing, Product Management, Strategy, Interactive Marketing, Social Media Marketing
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 1999
MBA, MIS
Boston University - School of Management 1984 — 1988
BSBA, Marketing
Fidelity Investments February 2011 - Present
AARP Services April 2007 - February 2011
Upromise October 2005 - April 2007
AP Insurance March 2004 - September 2005
Pioneer Investments March 2000 - November 2003
Thingworld.com March 1999 - March 2000
John Hancock Funds August 1997 - March 1999
Skills
Mobile Devices, SEM, CRM, Web Strategy, SEO, Web Analytics, User Experience, Analytics, Digital Marketing, Competitive Analysis, E-commerce, Integrated Marketing, Lead Generation, Marketing Strategy, Program Management, Online Advertising, Mobile Marketing, Product Management, Strategy, Interactive Marketing, Social Media Marketing
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 1999
MBA, MIS
Boston University - School of Management 1984 — 1988
BSBA, Marketing
Joseph O'Malley's Pioneer Investments Experience August 2006 - March 2009
Job
Industry Information Technology and Services
Experience
Microsoft April 2014 - Present
Nokia April 2010 - April 2014
Bitwork April 2009 - April 2010
Pioneer Investments August 2006 - March 2009
Commercial Data Systems April 2003 - June 2006
HMSA May 2001 - March 2003
hotU, Inc. December 2000 - April 2001
Collective Technologies October 1998 - December 2000
Individual, Inc. (later NewsEdge Corp.) June 1997 - September 1998
Municipal Market Data, a Thomson Financial Services company November 1995 - June 1997
Education
Boston College
BA
Microsoft April 2014 - Present
Nokia April 2010 - April 2014
Bitwork April 2009 - April 2010
Pioneer Investments August 2006 - March 2009
Commercial Data Systems April 2003 - June 2006
HMSA May 2001 - March 2003
hotU, Inc. December 2000 - April 2001
Collective Technologies October 1998 - December 2000
Individual, Inc. (later NewsEdge Corp.) June 1997 - September 1998
Municipal Market Data, a Thomson Financial Services company November 1995 - June 1997
Education
Boston College
BA
Jeremy Bohne's Pioneer Investments Experience June 2011 - August 2011
Job Vice President, Global Corporate Credit at Brookfield Asset Management
Industry Investment Management
Experience
Brookfield Asset Management April 2015 - Present
Sun Life Investments LLC August 2012 - April 2015
Pioneer Investments June 2011 - August 2011
The Boston Consulting Group July 2008 - June 2010
Travelers September 2006 - July 2008
Travelers July 2005 - September 2006
Skills
Strategy, Financial Analysis, Bonds, Financial Modeling, Valuation, Bloomberg, Corporate Finance, Investments, Due Diligence, Portfolio Management, Asset Management, Fixed Income, Competitive Analysis, Analysis
Education
Cornell University - S.C. Johnson Graduate School of Management 2010 — 2012
MBA
Bentley University 2001 — 2005
B.S.
Brookfield Asset Management April 2015 - Present
Sun Life Investments LLC August 2012 - April 2015
Pioneer Investments June 2011 - August 2011
The Boston Consulting Group July 2008 - June 2010
Travelers September 2006 - July 2008
Travelers July 2005 - September 2006
Skills
Strategy, Financial Analysis, Bonds, Financial Modeling, Valuation, Bloomberg, Corporate Finance, Investments, Due Diligence, Portfolio Management, Asset Management, Fixed Income, Competitive Analysis, Analysis
Education
Cornell University - S.C. Johnson Graduate School of Management 2010 — 2012
MBA
Bentley University 2001 — 2005
B.S.
Ryan Coy's Pioneer Investments Experience October 2007 - August 2008
Job Lean Analyst
Industry Financial Services
Experience
State Street November 2012 - Present
Randstad May 2012 - November 2012
Fidelity Investments August 2008 - March 2012
Pioneer Investments October 2007 - August 2008
Pioneer Investments August 2001 - October 2007
Skills
Continuous Improvement, Lean Initiatives, Process Improvement, Lean Sigma, Managerial, Pricing, Pricing Analysis, Corporate Actions, Analysis, Cross-functional Team..., Business Process...
Education
Bentley University 1996 — 2001
Bachelor of Science (B.S.), Marketing
State Street November 2012 - Present
Randstad May 2012 - November 2012
Fidelity Investments August 2008 - March 2012
Pioneer Investments October 2007 - August 2008
Pioneer Investments August 2001 - October 2007
Skills
Continuous Improvement, Lean Initiatives, Process Improvement, Lean Sigma, Managerial, Pricing, Pricing Analysis, Corporate Actions, Analysis, Cross-functional Team..., Business Process...
Education
Bentley University 1996 — 2001
Bachelor of Science (B.S.), Marketing
Patrick Wyman's Pioneer Investments Experience December 2005 - April 2006
Job Sr. Business Systems Analyst at Bank of the West
Industry Banking
Experience
Bank of the West March 2014 - Present
Bank of the West June 2012 - March 2014
Bank of the West June 2011 - June 2012
Bank of the West June 2009 - June 2011
Bank of the West May 2008 - June 2009
Bank of the West April 2006 - May 2008
Pioneer Investments December 2005 - April 2006
PayPal December 2001 - August 2005
Skills
User Acceptance Testing, Project Coordination, Requirements Gathering, Debit Cards, Regression Testing, Business Requirements, Business Analysis, Banking, E-commerce, Problem Solving, Requirements Analysis, Documentation, Software Documentation, Functional..., Test Planning, Test Scripts, Production Support, Escalation Process, Software Project..., Fraud, MS Project, Mainframe
Education
University of California, Irvine 2010 — 2013
Business Analyst Certificate Program, Business Analysis, 3.75/4.0
Bellevue University 2006 — 2008
Bachelor of Science (B.S.), Business, 3.78/4.0
Bank of the West March 2014 - Present
Bank of the West June 2012 - March 2014
Bank of the West June 2011 - June 2012
Bank of the West June 2009 - June 2011
Bank of the West May 2008 - June 2009
Bank of the West April 2006 - May 2008
Pioneer Investments December 2005 - April 2006
PayPal December 2001 - August 2005
Skills
User Acceptance Testing, Project Coordination, Requirements Gathering, Debit Cards, Regression Testing, Business Requirements, Business Analysis, Banking, E-commerce, Problem Solving, Requirements Analysis, Documentation, Software Documentation, Functional..., Test Planning, Test Scripts, Production Support, Escalation Process, Software Project..., Fraud, MS Project, Mainframe
Education
University of California, Irvine 2010 — 2013
Business Analyst Certificate Program, Business Analysis, 3.75/4.0
Bellevue University 2006 — 2008
Bachelor of Science (B.S.), Business, 3.78/4.0
Alicia (Fasi) Priselac (apriselac@sapient.com)'s Pioneer Investments Experience July 2006 - September 2009
Job AdAge named SapientNitro to their Best Places to Work 2014 list!
Industry Marketing and Advertising
Experience
SapientNitro August 2012 - Present
TJX July 2011 - August 2012
Korn/Ferry International October 2009 - July 2011
Pioneer Investments July 2006 - September 2009
Team Eye & Ear- Massachusetts Eye & Ear Infirmary's Boston Marathon Team January 2008 - May 2009
Fidelity Investments August 2004 - April 2006
Simmons College December 2003 - July 2004
New York Life Investment Management October 2001 - December 2003
Skills
Social Media, Qualitative Research, Vendor Management, Internet Research, Sourcing, Customer Service, Knowledge Management, Industry Research, Executive Search, Database Management, Talent Acquisition, Talent Mapping, Taxonomy Development, Cataloging, Online Research, Search Strategy, Taxonomy, Football, Talent Management, Training, Strategy, Outsourcing, Management, Leadership, Library, Library 2.0, Market Research, Interviews, Internet Recruiting, Research
Education
Simmons College 2003 — 2005
MS, Library and Information Science
Boston College 1997 — 2001
BA, Spanish
Glastonbury High School 1993 — 1997
Spanish, Russian, Latin
SapientNitro August 2012 - Present
TJX July 2011 - August 2012
Korn/Ferry International October 2009 - July 2011
Pioneer Investments July 2006 - September 2009
Team Eye & Ear- Massachusetts Eye & Ear Infirmary's Boston Marathon Team January 2008 - May 2009
Fidelity Investments August 2004 - April 2006
Simmons College December 2003 - July 2004
New York Life Investment Management October 2001 - December 2003
Skills
Social Media, Qualitative Research, Vendor Management, Internet Research, Sourcing, Customer Service, Knowledge Management, Industry Research, Executive Search, Database Management, Talent Acquisition, Talent Mapping, Taxonomy Development, Cataloging, Online Research, Search Strategy, Taxonomy, Football, Talent Management, Training, Strategy, Outsourcing, Management, Leadership, Library, Library 2.0, Market Research, Interviews, Internet Recruiting, Research
Education
Simmons College 2003 — 2005
MS, Library and Information Science
Boston College 1997 — 2001
BA, Spanish
Glastonbury High School 1993 — 1997
Spanish, Russian, Latin
Mike Kotarski's Pioneer Investments Experience 1999 - 2000
Job Vice President, Institutional Business Development at Eaton Vance
Industry Financial Services
Experience
Eaton Vance August 2011 - Present
Mellon Capital Management August 2010 - August 2011
Mellon Capital Management July 2001 - August 2010
John Hancock Life Insurance Company (U.S.A.) 2000 - 2001
Pioneer Investments 1999 - 2000
Russell/Mellon 1995 - 1999
Skills
Investments, Asset Managment, Asset Allocation, Series 7, Equities, Alternative Investments, Securities, Hedge Funds, Series 63, Bloomberg, Asset Management, Capital Markets, Derivatives, Fixed Income, Investment Strategies, Investment Management, Portfolio Management, Mutual Funds
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1991 — 1994
MBA, Finance
University of Massachusetts, Amherst 1988 — 1991
BA, Political Science
Eaton Vance August 2011 - Present
Mellon Capital Management August 2010 - August 2011
Mellon Capital Management July 2001 - August 2010
John Hancock Life Insurance Company (U.S.A.) 2000 - 2001
Pioneer Investments 1999 - 2000
Russell/Mellon 1995 - 1999
Skills
Investments, Asset Managment, Asset Allocation, Series 7, Equities, Alternative Investments, Securities, Hedge Funds, Series 63, Bloomberg, Asset Management, Capital Markets, Derivatives, Fixed Income, Investment Strategies, Investment Management, Portfolio Management, Mutual Funds
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1991 — 1994
MBA, Finance
University of Massachusetts, Amherst 1988 — 1991
BA, Political Science
Molly Giffen's Pioneer Investments Experience August 2005 - September 2008
Job Vice President, Consultant Relations at Loomis, Sayles & Company
Industry Financial Services
Experience
Loomis, Sayles & Company May 2014 - Present
Janus Capital Group November 2012 - April 2014
Lee Munder Capital Group October 2008 - November 2012
Pioneer Investments August 2005 - September 2008
Blackrock January 2005 - July 2005
State Street Research March 1998 - January 2005
State Street Global Advisors August 1995 - February 1998
Education
Bates College 1991 — 1995
BA, Russian and Economics
Masconomet High School
Loomis, Sayles & Company May 2014 - Present
Janus Capital Group November 2012 - April 2014
Lee Munder Capital Group October 2008 - November 2012
Pioneer Investments August 2005 - September 2008
Blackrock January 2005 - July 2005
State Street Research March 1998 - January 2005
State Street Global Advisors August 1995 - February 1998
Education
Bates College 1991 — 1995
BA, Russian and Economics
Masconomet High School
Brian Laundry, CFA's Pioneer Investments Experience August 2004 - December 2005
Job Vice President at Bank of America
Industry Banking
Experience
Bank of America July 2013 - Present
Bank of America July 2009 - June 2013
Bank of America September 2007 - July 2009
State Street Bank August 2006 - September 2007
State Street Bank January 2006 - August 2006
Pioneer Investments August 2004 - December 2005
Fidelity Investments 2003 - 2003
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Financial Reporting, Analysis, Bloomberg, Fund Accounting, Data Analysis, Project Management, Process Improvement, Commercial Banking, Business Analysis, Microsoft Office, Asset Management, Finance
Education
Babson College - Franklin W. Olin Graduate School of Business 2006 — 2009
MBA, Finance, Entrepreneurship
Boston University 2000 — 2004
Bachelor of Music, Music Performance Major, Economics Minor
Bank of America July 2013 - Present
Bank of America July 2009 - June 2013
Bank of America September 2007 - July 2009
State Street Bank August 2006 - September 2007
State Street Bank January 2006 - August 2006
Pioneer Investments August 2004 - December 2005
Fidelity Investments 2003 - 2003
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Financial Reporting, Analysis, Bloomberg, Fund Accounting, Data Analysis, Project Management, Process Improvement, Commercial Banking, Business Analysis, Microsoft Office, Asset Management, Finance
Education
Babson College - Franklin W. Olin Graduate School of Business 2006 — 2009
MBA, Finance, Entrepreneurship
Boston University 2000 — 2004
Bachelor of Music, Music Performance Major, Economics Minor
Mary Herriott's Pioneer Investments Experience 2006 - Present
Job Regional Sales Specialist at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments 2006 - Present
Pioneer Investments June 2005 - April 2006
Pioneer Investments August 2004 - June 2005
Skills
Mutual Funds
Education
Bentley University 1999 — 2003
Pioneer Investments 2006 - Present
Pioneer Investments June 2005 - April 2006
Pioneer Investments August 2004 - June 2005
Skills
Mutual Funds
Education
Bentley University 1999 — 2003
John Peckham's Pioneer Investments Experience April 2002 - Present
Job Global Head of Fundamental Research
Industry Investment Management
Experience
Pioneer Investments April 2002 - Present
Deloitte Consulting July 1997 - March 2002
US Navy September 1986 - January 1995
US Navy 1986 - 1995
Skills
Equity Research, Equities, Mutual Funds, Asset Managment, Portfolio Management, Investments, Hedge Funds, Strategy, Alternative Investments, Bloomberg, Fixed Income, Financial Modeling
Education
Vanderbilt University - Owen Graduate School of Management 1995 — 1997
MBA, Finance
Bates College 1982 — 1986
BA, Economics
Pioneer Investments April 2002 - Present
Deloitte Consulting July 1997 - March 2002
US Navy September 1986 - January 1995
US Navy 1986 - 1995
Skills
Equity Research, Equities, Mutual Funds, Asset Managment, Portfolio Management, Investments, Hedge Funds, Strategy, Alternative Investments, Bloomberg, Fixed Income, Financial Modeling
Education
Vanderbilt University - Owen Graduate School of Management 1995 — 1997
MBA, Finance
Bates College 1982 — 1986
BA, Economics
Ingrid Harik's Pioneer Investments Experience 2005 - April 2010
Job Assistant Vice President Profitability Analysis at Eaton Vance
Industry Financial Services
Experience
Eaton Vance Investment Managers April 2010 - Present
Pioneer Investments 2005 - April 2010
Deloitte & Touche LLP 2002 - 2005
Genuity, Inc 2000 - 2002
BTM Capital Corp. 1998 - 2000
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Accounting, Business Analysis, Internal Controls, Financial Services, Sarbanes-Oxley Act, Risk Management, Auditing, Business Intelligence, Process Improvement, Mutual Funds, Project Management, Analysis, Finance
Education
Investment Banking Institute - Boston, MA 2012 — 2012
Bentley University - Elkin B. McCallum Graduate School of Business 2006 — 2009
Master of Business Administration (M.B.A.), (Management Information Systems Concentration), 3.3
Bentley University 2000 — 2002
B.S., Accounting Information Systems, 3.6
Bunker Hill Community College 1997 — 1999
A.S., Accounting, 3.6
Eaton Vance Investment Managers April 2010 - Present
Pioneer Investments 2005 - April 2010
Deloitte & Touche LLP 2002 - 2005
Genuity, Inc 2000 - 2002
BTM Capital Corp. 1998 - 2000
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Accounting, Business Analysis, Internal Controls, Financial Services, Sarbanes-Oxley Act, Risk Management, Auditing, Business Intelligence, Process Improvement, Mutual Funds, Project Management, Analysis, Finance
Education
Investment Banking Institute - Boston, MA 2012 — 2012
Bentley University - Elkin B. McCallum Graduate School of Business 2006 — 2009
Master of Business Administration (M.B.A.), (Management Information Systems Concentration), 3.3
Bentley University 2000 — 2002
B.S., Accounting Information Systems, 3.6
Bunker Hill Community College 1997 — 1999
A.S., Accounting, 3.6
Sarah Candee McCarthy's Pioneer Investments Experience September 2000 - November 2002
Job Art Director at Kaon Interactive
Industry Design
Experience
Kaon Interactive August 2012 - Present
Candee Creative January 2003 - Present
Simple Tuition November 2009 - February 2012
NeoSaej August 2007 - July 2009
The Art Institute: New England Institute of Art September 2005 - January 2009
Salem State College January 2007 - August 2007
Pioneer Investments September 2000 - November 2002
MIT July 1999 - August 2000
Skills
User Experience, Graphic Design, Flash, Graphics, Advertising, Art, User Interface Design, Web Design, Information Architecture, Interaction Design, Illustrator, Adobe Creative Suite
Education
Bentley University 2011 — 2011
Certificate, User Experience Boot Camp
School of the Museum of Fine Arts 2002 — 2009
Certificate in Graphic Design
University of California, Santa Barbara 1993 — 1996
MA, PhD coursework, Art History
Wesleyan University 1985 — 1989
BA, Psychology & Sociology
Kaon Interactive August 2012 - Present
Candee Creative January 2003 - Present
Simple Tuition November 2009 - February 2012
NeoSaej August 2007 - July 2009
The Art Institute: New England Institute of Art September 2005 - January 2009
Salem State College January 2007 - August 2007
Pioneer Investments September 2000 - November 2002
MIT July 1999 - August 2000
Skills
User Experience, Graphic Design, Flash, Graphics, Advertising, Art, User Interface Design, Web Design, Information Architecture, Interaction Design, Illustrator, Adobe Creative Suite
Education
Bentley University 2011 — 2011
Certificate, User Experience Boot Camp
School of the Museum of Fine Arts 2002 — 2009
Certificate in Graphic Design
University of California, Santa Barbara 1993 — 1996
MA, PhD coursework, Art History
Wesleyan University 1985 — 1989
BA, Psychology & Sociology
Kerri McKeever, CFA's Pioneer Investments Experience August 2013 - Present
Job Institutional Relationship Manager at Pioneer Investments
Industry Investment Management
Experience
Pioneer Investments August 2013 - Present
Pioneer Investments August 2009 - August 2013
Babson College May 2008 - May 2009
Rocaton Investment Advisors October 2006 - May 2008
Income Research & Management January 2005 - July 2006
Eastern Bank 2002 - 2005
Skills
Bloomberg, Fixed Income, Investments, Equities, Asset Management, Factset, Institutional Investors, Alternative Investments, Asset Allocation, Financial Analysis, Finance, Institutional..., Mutual Funds, Portfolio Management, Series 7, Valuation
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2009
MBA, Finance
Babson College 1998 — 2002
Bachelor of Science (BS), Finance
Pioneer Investments August 2013 - Present
Pioneer Investments August 2009 - August 2013
Babson College May 2008 - May 2009
Rocaton Investment Advisors October 2006 - May 2008
Income Research & Management January 2005 - July 2006
Eastern Bank 2002 - 2005
Skills
Bloomberg, Fixed Income, Investments, Equities, Asset Management, Factset, Institutional Investors, Alternative Investments, Asset Allocation, Financial Analysis, Finance, Institutional..., Mutual Funds, Portfolio Management, Series 7, Valuation
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2009
MBA, Finance
Babson College 1998 — 2002
Bachelor of Science (BS), Finance
John Libertine's Pioneer Investments Experience 2000 - Present
Job Director of Taxes, Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments 2000 - Present
Pioneer Investments 2007 - 2010
CVS Caremark Corporation 1996 - 1999
Coopers & Lybrand 1986 - 1991
Skills
Financial Analysis, Financial Modeling, Tax, SEC filings, Financial Reporting
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1987 — 1989
MS Taxation, Tax
D'Amore-McKim School of Business at Northeastern University 1983 — 1984
MS Accounting, Accounting
Williams College 1976 — 1980
Pioneer Investments 2000 - Present
Pioneer Investments 2007 - 2010
CVS Caremark Corporation 1996 - 1999
Coopers & Lybrand 1986 - 1991
Skills
Financial Analysis, Financial Modeling, Tax, SEC filings, Financial Reporting
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1987 — 1989
MS Taxation, Tax
D'Amore-McKim School of Business at Northeastern University 1983 — 1984
MS Accounting, Accounting
Williams College 1976 — 1980
Ken Winston's Pioneer Investments Experience December 2007 - Present
Job Portfolio Manager at Pioneer Investments
Industry Investment Management
Experience
Pioneer Investments December 2007 - Present
Hartford Investment Management March 2006 - November 2007
Lee Munder Capital Group August 2000 - March 2006
Needham & Company 1996 - 1999
Skills
Hedge Funds, Equities, Investments, Asset Managment, Alternative Investments, Portfolio Management, Bloomberg, Financial Modeling, Valuation, Mutual Funds, Equity Valuation, Investment Management, Stock Picking
Education
Harvard Business School
MBA
Babson College
Bachelor's degree
Pioneer Investments December 2007 - Present
Hartford Investment Management March 2006 - November 2007
Lee Munder Capital Group August 2000 - March 2006
Needham & Company 1996 - 1999
Skills
Hedge Funds, Equities, Investments, Asset Managment, Alternative Investments, Portfolio Management, Bloomberg, Financial Modeling, Valuation, Mutual Funds, Equity Valuation, Investment Management, Stock Picking
Education
Harvard Business School
MBA
Babson College
Bachelor's degree
Jessica Frattura's Pioneer Investments Experience October 2004 - Present
Job Vice President, High Yield Credit Analyst at Pioneer Investments
Industry Investment Management
Experience
Pioneer Investments October 2004 - Present
Pioneer Investments October 2003 - October 2004
Pioneer Investments October 2002 - October 2003
State Street October 2001 - October 2002
Skills
Securities, Credit, High Yield, Bloomberg, Fixed Income, Mutual Funds, Bonds, Equities, Derivatives, Asset Managment
Education
Bentley University 2003 — 2007
MBA, International Business & Finance
Providence College 1997 — 2001
B.S., Health Policy & Management
St. Peter-Marian Jr. Sr. High School 1994 — 1997
H.S. Diploma
Pioneer Investments October 2004 - Present
Pioneer Investments October 2003 - October 2004
Pioneer Investments October 2002 - October 2003
State Street October 2001 - October 2002
Skills
Securities, Credit, High Yield, Bloomberg, Fixed Income, Mutual Funds, Bonds, Equities, Derivatives, Asset Managment
Education
Bentley University 2003 — 2007
MBA, International Business & Finance
Providence College 1997 — 2001
B.S., Health Policy & Management
St. Peter-Marian Jr. Sr. High School 1994 — 1997
H.S. Diploma
Erin Parsons's Pioneer Investments Experience August 2007 - June 2008
Job Division Administrator, IT Discipline at Oxford International
Industry Staffing and Recruiting
Experience
Oxford International February 2014 - Present
Oxford International July 2012 - February 2014
Oxford International November 2011 - July 2012
WinnCompanies October 2010 - November 2011
Houghton Mifflin Harcourt Publishers June 2008 - January 2009
Pioneer Investments August 2007 - June 2008
Infor July 2007 - September 2007
Assumption College September 2003 - May 2007
Skills
Advertising, Marketing, Marketing Communications, Customer Service
Education
Salem State University 2009 — 2010
Graphic Design
Assumption College 2003 — 2007
B.A., Marketing
Oxford International February 2014 - Present
Oxford International July 2012 - February 2014
Oxford International November 2011 - July 2012
WinnCompanies October 2010 - November 2011
Houghton Mifflin Harcourt Publishers June 2008 - January 2009
Pioneer Investments August 2007 - June 2008
Infor July 2007 - September 2007
Assumption College September 2003 - May 2007
Skills
Advertising, Marketing, Marketing Communications, Customer Service
Education
Salem State University 2009 — 2010
Graphic Design
Assumption College 2003 — 2007
B.A., Marketing
Casey Gage's Pioneer Investments Experience July 2003 - June 2004
Job Regional Sales Director at Highland Capital Management
Industry Financial Services
Experience
Highland Capital Management October 2012 - Present
Destra Capital December 2011 - October 2012
Morgan Stanley Smith Barney November 2010 - November 2011
Pioneer Funds Distributor April 2007 - November 2010
Pioneer Funds Distributor June 2005 - April 2007
Pioneer Funds Distributor June 2004 - June 2005
Pioneer Investments July 2003 - June 2004
Education
Babson College 1999 — 2003
BS, Finance & Marketing
Highland Capital Management October 2012 - Present
Destra Capital December 2011 - October 2012
Morgan Stanley Smith Barney November 2010 - November 2011
Pioneer Funds Distributor April 2007 - November 2010
Pioneer Funds Distributor June 2005 - April 2007
Pioneer Funds Distributor June 2004 - June 2005
Pioneer Investments July 2003 - June 2004
Education
Babson College 1999 — 2003
BS, Finance & Marketing
Robert Gentile's Pioneer Investments Experience October 2005 - April 2012
Job Vice President Compliance at Income Research & Management
Industry Financial Services
Experience
Income Research & Management April 2012 - Present
Pioneer Investments October 2005 - April 2012
Columbia Management 2003 - 2005
Deutsche Bank 2002 - 2003
JP Morgan Chase 2000 - 2002
Skills
Investments, Mutual Funds, Fixed Income, Securities, Equities, Investment Compliance, Asset Management, Hedge Funds, Derivatives, Asset Managment, Trading Systems, Investment Management, Bloomberg, Options, Alternative Investments, Financial Services, Risk Management
Education
Bentley University
B.S., Management
Boston University - Metropolitan College
Level 2 Wine Studies, Wine, Passed with Merit
Society of Wine Educators
Certified Specialist of Wine, CSW
Income Research & Management April 2012 - Present
Pioneer Investments October 2005 - April 2012
Columbia Management 2003 - 2005
Deutsche Bank 2002 - 2003
JP Morgan Chase 2000 - 2002
Skills
Investments, Mutual Funds, Fixed Income, Securities, Equities, Investment Compliance, Asset Management, Hedge Funds, Derivatives, Asset Managment, Trading Systems, Investment Management, Bloomberg, Options, Alternative Investments, Financial Services, Risk Management
Education
Bentley University
B.S., Management
Boston University - Metropolitan College
Level 2 Wine Studies, Wine, Passed with Merit
Society of Wine Educators
Certified Specialist of Wine, CSW
Eileen Kelley's Pioneer Investments Experience October 2004 - Present
Job Sr. Business Systems Analyst at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments October 2004 - Present
Federated Investors, Inc. April 2000 - July 2003
Skills
Project Management, Vendor Management, Process Improvement, SDLC, Systems Analysis, Functional Requirements, Mentoring, SQL, ETL, Strategic Planning, Management, Business Intelligence
Education
Bentley University
MBA, International Business
University of Massachusetts, Amherst
BBA, Finance
Pioneer Investments October 2004 - Present
Federated Investors, Inc. April 2000 - July 2003
Skills
Project Management, Vendor Management, Process Improvement, SDLC, Systems Analysis, Functional Requirements, Mentoring, SQL, ETL, Strategic Planning, Management, Business Intelligence
Education
Bentley University
MBA, International Business
University of Massachusetts, Amherst
BBA, Finance
Nathan Fair's Pioneer Investments Experience 2012 - May 2013
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
David Saulnier's Pioneer Investments Experience January 2001 - July 2008
Job Chief Risk Officer at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors December 2014 - Present
State Street Bank and Trust Co, NA January 2009 - December 2014
State Street Bank and Trust Co of California, NA January 2009 - December 2014
State Street Bank July 2008 - December 2014
Elkins McSherry January 2010 - December 2013
Pioneer Investments January 2001 - July 2008
Harvard Management Company 1996 - 2001
Skills
Portfolio Management, Enterprise Risk..., Financial Risk, Mutual Funds, Risk Management, Hedge Funds, Securities, Alternative Investments, Fixed Income, Series 7, Bloomberg, Credit Risk, Mergers, Insurance, Equities, Derivatives, Asset Management, Financial Services, Operational Risk..., Investments
Education
Baylor University - Hankamer School of Business 1995 — 1996
Masters in International Management, International Business
The Citadel 1985 — 1989
BSBA, Business Administration
State Street Global Advisors December 2014 - Present
State Street Bank and Trust Co, NA January 2009 - December 2014
State Street Bank and Trust Co of California, NA January 2009 - December 2014
State Street Bank July 2008 - December 2014
Elkins McSherry January 2010 - December 2013
Pioneer Investments January 2001 - July 2008
Harvard Management Company 1996 - 2001
Skills
Portfolio Management, Enterprise Risk..., Financial Risk, Mutual Funds, Risk Management, Hedge Funds, Securities, Alternative Investments, Fixed Income, Series 7, Bloomberg, Credit Risk, Mergers, Insurance, Equities, Derivatives, Asset Management, Financial Services, Operational Risk..., Investments
Education
Baylor University - Hankamer School of Business 1995 — 1996
Masters in International Management, International Business
The Citadel 1985 — 1989
BSBA, Business Administration
Paul Brito, CIMA®, CFS's Pioneer Investments Experience December 2007 - December 2008
Job Director at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management February 2015 - Present
MFS Investment Management December 2008 - Present
Pioneer Investments December 2007 - December 2008
MFS Investment Management 2006 - 2007
Skills
Portuguese, Brazilian Portuguese, Spanish-speaking, Alternative Investments, Asset Allocation, Emerging Markets, Financial Markets, Hedge Funds, Investments, Mutual Funds, Separately Managed..., Series 63, Series 7, Financial Services, Relationship Management, Securities, FINRA, Wealth Management, Fixed Income, Investment Management, Equities, ETFs, Trading, Structured Products, Bloomberg, Investment Advisory, Investment Strategies, Fund Of Funds, Derivatives, Capital Markets, Bonds, Portfolio Management, Series 24, Uniform Combined State..., Asset Management
Education
University of Pennsylvania - The Wharton School 2012 — 2012
Certified Investment Management Analyst(CIMA)
Stonehill College 2001 — 2005
Bachelor's degree, Finance, General
Birkbeck College, University of London 2004 — 2004
Finance, General
Salem High School
MFS Investment Management February 2015 - Present
MFS Investment Management December 2008 - Present
Pioneer Investments December 2007 - December 2008
MFS Investment Management 2006 - 2007
Skills
Portuguese, Brazilian Portuguese, Spanish-speaking, Alternative Investments, Asset Allocation, Emerging Markets, Financial Markets, Hedge Funds, Investments, Mutual Funds, Separately Managed..., Series 63, Series 7, Financial Services, Relationship Management, Securities, FINRA, Wealth Management, Fixed Income, Investment Management, Equities, ETFs, Trading, Structured Products, Bloomberg, Investment Advisory, Investment Strategies, Fund Of Funds, Derivatives, Capital Markets, Bonds, Portfolio Management, Series 24, Uniform Combined State..., Asset Management
Education
University of Pennsylvania - The Wharton School 2012 — 2012
Certified Investment Management Analyst(CIMA)
Stonehill College 2001 — 2005
Bachelor's degree, Finance, General
Birkbeck College, University of London 2004 — 2004
Finance, General
Salem High School
Dan Mellitt's Pioneer Investments Experience 2003 - 2005
Job Vice President, Finance at Open Solutions
Industry Computer Software
Experience
Open Solutions September 2011 - Present
Open Solutions April 2009 - September 2011
Open Solutions July 2007 - March 2009
Open Solutions July 2006 - June 2007
Cabot Corporation 2005 - 2006
Pioneer Investments 2003 - 2005
Liberty International 1997 - 1999
General Datacomm 1993 - 1996
Coopers & Lybrand (Now PriceWaterhouse Coopers) 1989 - 1992
Skills
Accounting, Financial Reporting, Executive Management, Forecasting, Budgeting, Analysis, Annual Reports, Planning, Strategic Planning, Financial Analysis, Financial Modeling, Business Process..., Business Strategy, Process Improvement, Strategic Financial..., Internal Controls, Business Planning, Hyperion Enterprise, Change Management, Budgets, Sarbanes-Oxley Act, Finance, Project Planning, Mergers, Risk Management, Business Analysis, Cash Management, Essbase, Mergers & Acquisitions, Due Diligence, Vendor Management, Financial Accounting, SEC filings, Revenue Recognition, Business Intelligence, GAAP, Cross-functional Team..., Corporate Finance, Managerial Finance, Acquisition Integration, Banking, US GAAP, ERP, Strategy, Start-ups, Variance Analysis, Management, Auditing, Financial Services, Internal Audit
Education
Assumption College 1985 — 1989
B.A., Accounting and English Literature Double Major
Open Solutions September 2011 - Present
Open Solutions April 2009 - September 2011
Open Solutions July 2007 - March 2009
Open Solutions July 2006 - June 2007
Cabot Corporation 2005 - 2006
Pioneer Investments 2003 - 2005
Liberty International 1997 - 1999
General Datacomm 1993 - 1996
Coopers & Lybrand (Now PriceWaterhouse Coopers) 1989 - 1992
Skills
Accounting, Financial Reporting, Executive Management, Forecasting, Budgeting, Analysis, Annual Reports, Planning, Strategic Planning, Financial Analysis, Financial Modeling, Business Process..., Business Strategy, Process Improvement, Strategic Financial..., Internal Controls, Business Planning, Hyperion Enterprise, Change Management, Budgets, Sarbanes-Oxley Act, Finance, Project Planning, Mergers, Risk Management, Business Analysis, Cash Management, Essbase, Mergers & Acquisitions, Due Diligence, Vendor Management, Financial Accounting, SEC filings, Revenue Recognition, Business Intelligence, GAAP, Cross-functional Team..., Corporate Finance, Managerial Finance, Acquisition Integration, Banking, US GAAP, ERP, Strategy, Start-ups, Variance Analysis, Management, Auditing, Financial Services, Internal Audit
Education
Assumption College 1985 — 1989
B.A., Accounting and English Literature Double Major
Leslie Laputz's Pioneer Investments Experience 2003 - 2008
Job Producer at New York Life Insurance Company
Industry Financial Services
Experience
Colonial Road Runners March 2011 - Present
New York Life Insurance Company September 2010 - Present
Suffolk University 2006 - Present
PanMass Challenge 2003 - Present
Pioneer Investments 2003 - 2008
Bay Farm Academy 1996 - 2005
United Way of Massachusetts Bay January 2001 - December 2001
Keyport Life Insurance 1980 - 2001
Skills
Mutual Funds, Strategic Planning, Financial Analysis, Investments, Research, Budgets, Process Improvement, Analysis, Insurance, Asset Managment, Strategic Financial..., Leadership, Financial Planning, Accounting, Financial Modeling, Strategy, Financial Services, Risk Management, Customer Service, Asset Management, Public Speaking, Business Analysis, Finance
Education
Babson College - Franklin W. Olin Graduate School of Business 1988 — 1995
MBA, Finance
Harvard University 1985 — 1987
Certificate, Administration and Management
Wesleyan University 1973 — 1977
Bachelor of Arts, Mathematical Economics
Colonial Road Runners March 2011 - Present
New York Life Insurance Company September 2010 - Present
Suffolk University 2006 - Present
PanMass Challenge 2003 - Present
Pioneer Investments 2003 - 2008
Bay Farm Academy 1996 - 2005
United Way of Massachusetts Bay January 2001 - December 2001
Keyport Life Insurance 1980 - 2001
Skills
Mutual Funds, Strategic Planning, Financial Analysis, Investments, Research, Budgets, Process Improvement, Analysis, Insurance, Asset Managment, Strategic Financial..., Leadership, Financial Planning, Accounting, Financial Modeling, Strategy, Financial Services, Risk Management, Customer Service, Asset Management, Public Speaking, Business Analysis, Finance
Education
Babson College - Franklin W. Olin Graduate School of Business 1988 — 1995
MBA, Finance
Harvard University 1985 — 1987
Certificate, Administration and Management
Wesleyan University 1973 — 1977
Bachelor of Arts, Mathematical Economics
David N. Glazer, CFA's Pioneer Investments Experience December 2012 - Present
Job Portfolio Manager
Industry Investment Management
Experience
Pioneer Investments December 2012 - Present
Franklin Templeton Global Advisers December 2005 - December 2012
Samantha's Harvest Foundation 2003 - December 2011
Boston Common Asset Management 2004 - 2004
Harbor Capital / Fortis Investments 2002 - 2003
Boston Partners Asset Management 1996 - 1999
Funtime Sportscards 1993 - 1995
Skills
Equities, Investments, Portfolio Management, Valuation, Risk Management, Equity Research, Mutual Funds, Financial Modeling
Education
Babson College - Franklin W. Olin Graduate School of Business 1994 — 1995
MBA, Finance and Economics
University of Massachusetts, Amherst 1985 — 1989
BBA, Finance and Economics
Pioneer Investments December 2012 - Present
Franklin Templeton Global Advisers December 2005 - December 2012
Samantha's Harvest Foundation 2003 - December 2011
Boston Common Asset Management 2004 - 2004
Harbor Capital / Fortis Investments 2002 - 2003
Boston Partners Asset Management 1996 - 1999
Funtime Sportscards 1993 - 1995
Skills
Equities, Investments, Portfolio Management, Valuation, Risk Management, Equity Research, Mutual Funds, Financial Modeling
Education
Babson College - Franklin W. Olin Graduate School of Business 1994 — 1995
MBA, Finance and Economics
University of Massachusetts, Amherst 1985 — 1989
BBA, Finance and Economics
Mary-Margaret Herriott Downing's Pioneer Investments Experience January 2013 - Present
Job Practice Management Consultant at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments January 2013 - Present
Pioneer Investments March 2006 - January 2013
Pioneer Investments June 2005 - March 2006
Pioneer Investments August 2004 - June 2005
Pioneer Investments September 2003 - August 2004
Skills
Series 7, Wealth Management, Series 63, Series 6, Uniform Combined State..., Mutual Funds, Asset Allocation, FINRA, Alternative Investments, Financial Advisory, Retirement, Securities, Separately Managed..., Investments, series 66, Practice Management, Marketing
Education
Bentley University 1999 — 2003
Bachelor's degree, Marketing
St. Paul Catholic High School 1995 — 1999
Pioneer Investments January 2013 - Present
Pioneer Investments March 2006 - January 2013
Pioneer Investments June 2005 - March 2006
Pioneer Investments August 2004 - June 2005
Pioneer Investments September 2003 - August 2004
Skills
Series 7, Wealth Management, Series 63, Series 6, Uniform Combined State..., Mutual Funds, Asset Allocation, FINRA, Alternative Investments, Financial Advisory, Retirement, Securities, Separately Managed..., Investments, series 66, Practice Management, Marketing
Education
Bentley University 1999 — 2003
Bachelor's degree, Marketing
St. Paul Catholic High School 1995 — 1999
Len Robinson's Pioneer Investments Experience January 2004 - June 2006
Job VP Investment Analytics at State Street
Industry Financial Services
Experience
State Street June 2006 - Present
Pioneer Investments January 2004 - June 2006
State Street February 1998 - January 2004
Skills
Analytics, Financial Services, Portfolio Management, Fixed Income, Financial Modeling, Bloomberg, Financial Analysis, Equities, Relationship Management, Valuation, Financial Risk, Hedge Funds, Risk Management, Securities, Alternative Investments, Banking, Derivatives, Finance, Asset Management, Investments, Credit Risk
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1999 — 2001
Masters, Finance
University of Massachusetts, Amherst 1987 — 1991
Bachelor of Arts, Economics, Graduated Cum Laude
State Street June 2006 - Present
Pioneer Investments January 2004 - June 2006
State Street February 1998 - January 2004
Skills
Analytics, Financial Services, Portfolio Management, Fixed Income, Financial Modeling, Bloomberg, Financial Analysis, Equities, Relationship Management, Valuation, Financial Risk, Hedge Funds, Risk Management, Securities, Alternative Investments, Banking, Derivatives, Finance, Asset Management, Investments, Credit Risk
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1999 — 2001
Masters, Finance
University of Massachusetts, Amherst 1987 — 1991
Bachelor of Arts, Economics, Graduated Cum Laude
Neil Curtin's Pioneer Investments Experience November 1997 - May 2000
Job Project Manager (PMP)
Industry Financial Services
Experience
Eagle Investment Systems October 2010 - Present
State Street Bank April 2010 - September 2010
State Street Bank June 2007 - December 2007
Linedata Services April 2006 - May 2007
Omgeo October 2000 - April 2006
Pioneer Investments November 1997 - May 2000
Bronner, Slosberg, Humphrey Inc. 1995 - 1997
State Street Bank 1993 - 1995
Skills
Business Analysis, Project Management, Sales, Consulting, SaaS, Fixed Income, Integration, Salesforce.com, Risk Management, Equities, Vendor Management, Securities, SDLC
Education
Assumption College 1989 — 1993
BA, Accounting
Villanova University
Project Management
Eagle Investment Systems October 2010 - Present
State Street Bank April 2010 - September 2010
State Street Bank June 2007 - December 2007
Linedata Services April 2006 - May 2007
Omgeo October 2000 - April 2006
Pioneer Investments November 1997 - May 2000
Bronner, Slosberg, Humphrey Inc. 1995 - 1997
State Street Bank 1993 - 1995
Skills
Business Analysis, Project Management, Sales, Consulting, SaaS, Fixed Income, Integration, Salesforce.com, Risk Management, Equities, Vendor Management, Securities, SDLC
Education
Assumption College 1989 — 1993
BA, Accounting
Villanova University
Project Management
Paul Moccia's Pioneer Investments Experience November 2012 - Present
Job US Head of Application Development at Pioneer Investments
Industry Computer Software
Experience
Pioneer Investments November 2012 - Present
Pioneer Investments April 2008 - October 2012
MFS 1999 - 2008
Clearview Software June 1996 - June 1999
Skills
SQL, Agile Methodologies, Enterprise Architecture, Requirements Analysis, XML, SDLC, Business Analysis, Oracle, Web Services, Microsoft SQL Server, Software Development, Data Warehousing, Systems Analysis
Education
Assumption College 1992 — 1996
BA, Computer Science
Pioneer Investments November 2012 - Present
Pioneer Investments April 2008 - October 2012
MFS 1999 - 2008
Clearview Software June 1996 - June 1999
Skills
SQL, Agile Methodologies, Enterprise Architecture, Requirements Analysis, XML, SDLC, Business Analysis, Oracle, Web Services, Microsoft SQL Server, Software Development, Data Warehousing, Systems Analysis
Education
Assumption College 1992 — 1996
BA, Computer Science
Anna Dugal, CMP's Pioneer Investments Experience 2005 - 2007
Job Communications Specialist at Pen Bay Healthcare
Industry Hospital & Health Care
Experience
Pen Bay Healthcare April 2015 - Present
Plum Productions, LLC January 2013 - January 2015
JBC Golf, Inc. January 2012 - January 2013
John Hancock September 2007 - December 2011
Pioneer Investments 2005 - 2007
Boston Celtics May 2004 - November 2004
Skills
Event Planning, Event Management, Sponsorship, Marketing Strategy, Marketing Communications, Social Media Marketing, Marketing, Social Media, Sports Marketing, Fundraising, Email Marketing, Strategic Planning, Corporate Events, Meeting Planning
Education
Babson College 2001 — 2005
BS, Business Management
Pen Bay Healthcare April 2015 - Present
Plum Productions, LLC January 2013 - January 2015
JBC Golf, Inc. January 2012 - January 2013
John Hancock September 2007 - December 2011
Pioneer Investments 2005 - 2007
Boston Celtics May 2004 - November 2004
Skills
Event Planning, Event Management, Sponsorship, Marketing Strategy, Marketing Communications, Social Media Marketing, Marketing, Social Media, Sports Marketing, Fundraising, Email Marketing, Strategic Planning, Corporate Events, Meeting Planning
Education
Babson College 2001 — 2005
BS, Business Management
Lauren (Sleeper) Gaines's Pioneer Investments Experience May 2007 - September 2007
Job Social Media Director at EC Design LLC
Industry Marketing and Advertising
Experience
EC Design LLC April 2015 - Present
FleishmanHillard 2013 - Present
Liberty Mutual Insurance 2012 - January 2013
Likeable Media 2010 - 2012
Mom Central Consulting 2008 - 2010
Boston College 2006 - 2008
Pioneer Investments May 2007 - September 2007
Skills
Social Media Marketing, Social Media, Facebook, Blogging, Advertising, Marketing, Integrated Marketing, Online Advertising, Content Development, Word Of Mouth Marketing, Online Marketing, Community Management, Strategy, Content Strategy, Google Analytics, Leadership, Digital Strategy, Social Media Measurement
Education
Boston College 2004 — 2008
BA, Communications, History
EC Design LLC April 2015 - Present
FleishmanHillard 2013 - Present
Liberty Mutual Insurance 2012 - January 2013
Likeable Media 2010 - 2012
Mom Central Consulting 2008 - 2010
Boston College 2006 - 2008
Pioneer Investments May 2007 - September 2007
Skills
Social Media Marketing, Social Media, Facebook, Blogging, Advertising, Marketing, Integrated Marketing, Online Advertising, Content Development, Word Of Mouth Marketing, Online Marketing, Community Management, Strategy, Content Strategy, Google Analytics, Leadership, Digital Strategy, Social Media Measurement
Education
Boston College 2004 — 2008
BA, Communications, History
Kellyn Danehey's Pioneer Investments Experience 2007 - 2008
Job Regional Associate, Washington University in St. Louis
Industry Education Management
Experience
Washington University in St. Louis September 2014 - Present
Massage Envy August 2013 - September 2014
Randstad August 2012 - April 2013
DEEP February 2011 - August 2011
Savannah Bee Company 2008 - 2009
Pioneer Investments 2007 - 2008
University of Nebraska Foundation 2005 - 2006
Skills
Customer Service, Outlook, Word, Microsoft Office, Excel, Teaching Experience, Fundraising, Community Outreach, PowerPoint, Microsoft Word, Social Networking, Sales
Education
Armstrong State University 2009 — 2011
Teaching Degree, Education
University of Nebraska-Lincoln 2002 — 2006
BS, Criminal Justice
Washington University in St. Louis September 2014 - Present
Massage Envy August 2013 - September 2014
Randstad August 2012 - April 2013
DEEP February 2011 - August 2011
Savannah Bee Company 2008 - 2009
Pioneer Investments 2007 - 2008
University of Nebraska Foundation 2005 - 2006
Skills
Customer Service, Outlook, Word, Microsoft Office, Excel, Teaching Experience, Fundraising, Community Outreach, PowerPoint, Microsoft Word, Social Networking, Sales
Education
Armstrong State University 2009 — 2011
Teaching Degree, Education
University of Nebraska-Lincoln 2002 — 2006
BS, Criminal Justice
John Libertine's Pioneer Investments Experience Tax ManagerPwC1986 - 1991
Job VP Tax at Pioneer Investments
Industry Investment Management
Experience
Pioneer Investments Tax ManagerPwC1986 - 1991
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1987 — 1988
Master's degree, Taxation
Northeastern University 1983 — 1984
Master's degree, Accounting
Williams College 1976 — 1980
Bachelor's degree, Mathematics
Pioneer Investments Tax ManagerPwC1986 - 1991
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1987 — 1988
Master's degree, Taxation
Northeastern University 1983 — 1984
Master's degree, Accounting
Williams College 1976 — 1980
Bachelor's degree, Mathematics
Anthony Schiripo's Pioneer Investments Experience April 2006 - April 2007
Job Manager, Configuration Analysis
Industry Defense & Space
Experience
Raytheon April 2015 - Present
Raytheon April 2013 - April 2015
Raytheon April 2007 - April 2013
Pioneer Investments April 2006 - April 2007
State Street 2003 - 2006
Skills
Finance, Project Management, Government Proposals, Equity Trading, Business Analysis, Data Analysis, Business Strategy, Microsoft Office, Strategic Planning, Financial Modeling, Bloomberg, Financial Analysis, Banking, Equities, DoD, Process Improvement, Program Management, Visio, Security Clearance, Management Consulting, Requirements Analysis, Integration
Education
Boston College 1999 — 2003
Bachelors of Science, Finance, International Studies
UMass Lowell 1999 — 1999
Economics
Raytheon April 2015 - Present
Raytheon April 2013 - April 2015
Raytheon April 2007 - April 2013
Pioneer Investments April 2006 - April 2007
State Street 2003 - 2006
Skills
Finance, Project Management, Government Proposals, Equity Trading, Business Analysis, Data Analysis, Business Strategy, Microsoft Office, Strategic Planning, Financial Modeling, Bloomberg, Financial Analysis, Banking, Equities, DoD, Process Improvement, Program Management, Visio, Security Clearance, Management Consulting, Requirements Analysis, Integration
Education
Boston College 1999 — 2003
Bachelors of Science, Finance, International Studies
UMass Lowell 1999 — 1999
Economics
Damien Wise's Pioneer Investments Experience 2004 - 2007
Job Supervisor Fund Accounting & Trade Operations at Mutual of Omaha
Industry Financial Services
Experience
Mutual of Omaha August 2013 - Present
Mutual of Omaha June 2007 - August 2013
IBS - Internet Budget Solutions 2007 - 2009
Pioneer Investments 2004 - 2007
Pioneer Investments 2004 - 2006
Skills
Insurance, Retirement Planning, Investments, Fixed Annuities, Employee Benefits, Retirement, Financial Services, Financial Planning, 401k
Education
Bellevue University 2004 — 2006
BS, Finance, Management
Bellevue University
Finance & Management, Finance, General
Mutual of Omaha August 2013 - Present
Mutual of Omaha June 2007 - August 2013
IBS - Internet Budget Solutions 2007 - 2009
Pioneer Investments 2004 - 2007
Pioneer Investments 2004 - 2006
Skills
Insurance, Retirement Planning, Investments, Fixed Annuities, Employee Benefits, Retirement, Financial Services, Financial Planning, 401k
Education
Bellevue University 2004 — 2006
BS, Finance, Management
Bellevue University
Finance & Management, Finance, General
Wynne Cavanna's Pioneer Investments Experience 1999 - 2008
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
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
Derek Moody's Pioneer Investments Experience October 2004 - October 2007
Job Controller & Director of Finance at RBM Technologies
Industry Computer Software
Experience
RBM Technologies September 2014 - Present
Lexington Community Farm Coalition April 2010 - March 2015
Zmags October 2012 - September 2014
Zmags Corp March 2012 - October 2012
D&D Management Group November 2009 - February 2012
D&D Management Group October 2007 - November 2009
Pioneer Investments October 2004 - October 2007
KPMG September 2002 - October 2004
Skills
Accounting, Tax, Financial Reporting, CPA, Corporate Tax, Tax Preparation, Corporate Finance, Financial Accounting, General Ledger, Internal Controls, Finance, Financial Analysis, Start-ups, Salesforce.com, Financial Modeling, Auditing, US GAAP, SaaS, Financial Planning, Budgets
Education
D'Amore-McKim School of Business at Northeastern University 2005 — 2008
MS, Taxation
Northeastern University - Graduate School of Business Administration 2001 — 2002
MS/MBA, Accounting
Amherst College 1992 — 1996
Bachelor of Arts (BA), Neuroscience
RBM Technologies September 2014 - Present
Lexington Community Farm Coalition April 2010 - March 2015
Zmags October 2012 - September 2014
Zmags Corp March 2012 - October 2012
D&D Management Group November 2009 - February 2012
D&D Management Group October 2007 - November 2009
Pioneer Investments October 2004 - October 2007
KPMG September 2002 - October 2004
Skills
Accounting, Tax, Financial Reporting, CPA, Corporate Tax, Tax Preparation, Corporate Finance, Financial Accounting, General Ledger, Internal Controls, Finance, Financial Analysis, Start-ups, Salesforce.com, Financial Modeling, Auditing, US GAAP, SaaS, Financial Planning, Budgets
Education
D'Amore-McKim School of Business at Northeastern University 2005 — 2008
MS, Taxation
Northeastern University - Graduate School of Business Administration 2001 — 2002
MS/MBA, Accounting
Amherst College 1992 — 1996
Bachelor of Arts (BA), Neuroscience
Mitchell Rind's Pioneer Investments Experience June 2008 - June 2011
Job Senior Vice President at HSBC Global Asset Management
Industry Financial Services
Experience
HSBC Global Asset Management June 2011 - Present
Pioneer Investments June 2008 - June 2011
Franklin Templeton Investments February 2002 - May 2008
Scudder Investments 1999 - 2001
Skills
Mutual Funds, Investments, Wealth Management, Asset Allocation, Series 7, Asset Management, Alternative Investments, Investment Strategies, Investment Advisory, Equities, Fixed Income, Portfolio Management, Securities, Series 63, Investment Management, Relationship Management, Financial Advisory, Financial Markets
Education
Arizona State University 1984 — 1988
Bachelor of Science (BS), Economics
HSBC Global Asset Management June 2011 - Present
Pioneer Investments June 2008 - June 2011
Franklin Templeton Investments February 2002 - May 2008
Scudder Investments 1999 - 2001
Skills
Mutual Funds, Investments, Wealth Management, Asset Allocation, Series 7, Asset Management, Alternative Investments, Investment Strategies, Investment Advisory, Equities, Fixed Income, Portfolio Management, Securities, Series 63, Investment Management, Relationship Management, Financial Advisory, Financial Markets
Education
Arizona State University 1984 — 1988
Bachelor of Science (BS), Economics
Jason Apruzzese's Pioneer Investments Experience June 2010 - April 2012
Job Fixed Income Credit Analyst at BNY Mellon Wealth Management | MBA | CFA Level II Candidate
Industry Financial Services
Experience
BNY Mellon Wealth Management August 2014 - Present
BNY Mellon Wealth Management May 2013 - August 2014
Brown Brothers Harriman April 2012 - August 2012
Pioneer Investments June 2010 - April 2012
Pioneer Investments June 2008 - June 2010
AspenCross Financial Group June 2007 - August 2007
Education
Boston University Graduate School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Finance, Honors
Amherst College 2004 — 2008
Bachelor of Arts, Economics
BNY Mellon Wealth Management August 2014 - Present
BNY Mellon Wealth Management May 2013 - August 2014
Brown Brothers Harriman April 2012 - August 2012
Pioneer Investments June 2010 - April 2012
Pioneer Investments June 2008 - June 2010
AspenCross Financial Group June 2007 - August 2007
Education
Boston University Graduate School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Finance, Honors
Amherst College 2004 — 2008
Bachelor of Arts, Economics
Bryan Gelster's Pioneer Investments Experience March 2010 - October 2011
Job Internal Wholesaler Midwest Territory
Industry Financial Services
Experience
CLS Investments, LLC August 2013 - Present
CLS Investments, LLC November 2011 - Present
Pioneer Investments March 2010 - October 2011
Millard Public Schools Foundation November 1999 - April 2010
Skills
Investments, Mutual Funds, Team Building, Financial Analysis, Risk Management, ETFs, Customer Service, Communication, Finance, Portfolio Management, Securities, Series 65, Insurance, Series 63, Series 6
Education
Bellevue University
B.S., Business Administration
CLS Investments, LLC August 2013 - Present
CLS Investments, LLC November 2011 - Present
Pioneer Investments March 2010 - October 2011
Millard Public Schools Foundation November 1999 - April 2010
Skills
Investments, Mutual Funds, Team Building, Financial Analysis, Risk Management, ETFs, Customer Service, Communication, Finance, Portfolio Management, Securities, Series 65, Insurance, Series 63, Series 6
Education
Bellevue University
B.S., Business Administration
Lisa Pelosi's Pioneer Investments Experience 1987 - 1995
Job CFPCertified Financial Planner
Industry Medical Devices
Experience
HydroCision 2006 - Present
Pioneer Investments 1987 - 1995
GE 1985 - 1987
Education
Bentley College 1982 — 1984
US Coast Guard Academy 1980 — 1982
HydroCision 2006 - Present
Pioneer Investments 1987 - 1995
GE 1985 - 1987
Education
Bentley College 1982 — 1984
US Coast Guard Academy 1980 — 1982
Angelo Spaneas CPA's Pioneer Investments Experience 2007 - 2009
Job
Industry Financial Services
Experience
Pioneer Investments 2007 - 2009
American Dental Partners 2005 - 2006
Wolf & Company, P.C. 2000 - 2005
Skills
SEC reporting, Internal Controls, Financial Reporting, Audit, SOX
Education
Bentley University 1987 — 1991
Pioneer Investments 2007 - 2009
American Dental Partners 2005 - 2006
Wolf & Company, P.C. 2000 - 2005
Skills
SEC reporting, Internal Controls, Financial Reporting, Audit, SOX
Education
Bentley University 1987 — 1991
Andrew Cipro's Pioneer Investments Experience September 2005 - August 2008
Job AVP Intermediary Sales at Scout Funds
Industry Financial Services
Experience
Scout Funds January 2013 - Present
Dolan Capital Group, LLC January 2012 - December 2012
J. Stephan & Co. July 2010 - January 2012
American Century Investments August 2008 - March 2010
Pioneer Investments September 2005 - August 2008
Pioneer Investments September 2003 - August 2005
Pioneer Investments February 2002 - August 2003
Morgan Stanley Smith Barney October 1999 - February 2002
Education
Boston College 1994 — 1998
BS, Marketing
Scout Funds January 2013 - Present
Dolan Capital Group, LLC January 2012 - December 2012
J. Stephan & Co. July 2010 - January 2012
American Century Investments August 2008 - March 2010
Pioneer Investments September 2005 - August 2008
Pioneer Investments September 2003 - August 2005
Pioneer Investments February 2002 - August 2003
Morgan Stanley Smith Barney October 1999 - February 2002
Education
Boston College 1994 — 1998
BS, Marketing
Christine Devereaux's Pioneer Investments Experience March 1993 - May 1996
Job AVP, Director Blue Sky, Fund Administration at State Street
Industry Financial Services
Experience
State Street August 1999 - Present
ClearSky May 1996 - July 1999
Pioneer Investments March 1993 - May 1996
Skills
Bloomberg, Fund Accounting, Fixed Income, Equities, Bloomberg Terminal, Derivatives, Investments, Hedge Funds, Corporate Actions, Asset Managment, Portfolio Management, Financial Modeling, Valuation, Middle Office, Alternative Investments, Global Custody
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1994 — 1998
MBA, Marketing
Ithaca College 1987 — 1991
BS, Finance
Cathedral High School 1983 — 1987
BS
State Street August 1999 - Present
ClearSky May 1996 - July 1999
Pioneer Investments March 1993 - May 1996
Skills
Bloomberg, Fund Accounting, Fixed Income, Equities, Bloomberg Terminal, Derivatives, Investments, Hedge Funds, Corporate Actions, Asset Managment, Portfolio Management, Financial Modeling, Valuation, Middle Office, Alternative Investments, Global Custody
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1994 — 1998
MBA, Marketing
Ithaca College 1987 — 1991
BS, Finance
Cathedral High School 1983 — 1987
BS
Ferne Welton's Pioneer Investments Experience 2000 - 2003
Job Outside Sales Representative at Allied Electronics
Industry Electrical/Electronic Manufacturing
Experience
Out April 2015 - Present
Allied Electronics September 2009 - Present
Allied Electronics 2009 - 2012
PUI 2007 - 2008
Pioneer Investments 2000 - 2003
Pioneer Electronics 2000 - 2003
Heilind Electronics 1995 - 1997
Skills
Account Management, Pricing, Sales Management, Product Marketing, Purchasing, Sales Operations, New Business Development, Manufacturing, Product Management, Electronics, Key Account Management, Negotiation
Education
Anoka Ramsey Community College 1990 — 1992
Business Administration and Management, General
Northern Essex Community College
Out April 2015 - Present
Allied Electronics September 2009 - Present
Allied Electronics 2009 - 2012
PUI 2007 - 2008
Pioneer Investments 2000 - 2003
Pioneer Electronics 2000 - 2003
Heilind Electronics 1995 - 1997
Skills
Account Management, Pricing, Sales Management, Product Marketing, Purchasing, Sales Operations, New Business Development, Manufacturing, Product Management, Electronics, Key Account Management, Negotiation
Education
Anoka Ramsey Community College 1990 — 1992
Business Administration and Management, General
Northern Essex Community College
Donald Snyder's Pioneer Investments Experience February 2005 - January 2006
Job Condo Accountant Phillips Real Estate Services
Industry Accounting
Experience
Edifecs March 2014 - Present
Bio-Rad Laboratories December 2013 - March 2014
Polygon Homes Ltd. June 2013 - October 2013
AAA Washington November 2011 - May 2013
Penguin Windows January 2006 - August 2011
Pioneer Investments February 2005 - January 2006
PACIFIC RIDGE HOMES LLC October 2004 - November 2005
TRAMMELL CROW CO November 2002 - September 2004
HOLLAND AMERICA LINE INC January 2002 - October 2002
PLUM CREEK TIMBER CO January 2000 - November 2001
Skills
US GAAP, Accounts Receivable, Accounts Payable, Accounting, Payroll, Budgets, Finance, General Ledger, Invoicing, Auditing, Analysis, Fixed Assets, Journal Entries, Bank Reconciliation, Management, Financial Statements, Cash Management, SAP, Employee Benefits, Tax, Sales, Forecasting, Cash Flow, Financial Accounting, Balance, Sales Tax, Cash Flow Forecasting, Expenses, Accruals, Balance Sheet, Great Plains Software, Financial Reporting, Peachtree, Bookkeeping, Sage, Job Costing, Account Reconciliation, Variance Analysis
Education
Northeastern University 2011 — 2014
BS, Finance & Accounting Management
Bellevue Community College 2007 — 2009
AAS Business, Business
Shoreline Community College - Shoreline WA 1998 — 2001
Working towards Associate, Accounting
Edifecs March 2014 - Present
Bio-Rad Laboratories December 2013 - March 2014
Polygon Homes Ltd. June 2013 - October 2013
AAA Washington November 2011 - May 2013
Penguin Windows January 2006 - August 2011
Pioneer Investments February 2005 - January 2006
PACIFIC RIDGE HOMES LLC October 2004 - November 2005
TRAMMELL CROW CO November 2002 - September 2004
HOLLAND AMERICA LINE INC January 2002 - October 2002
PLUM CREEK TIMBER CO January 2000 - November 2001
Skills
US GAAP, Accounts Receivable, Accounts Payable, Accounting, Payroll, Budgets, Finance, General Ledger, Invoicing, Auditing, Analysis, Fixed Assets, Journal Entries, Bank Reconciliation, Management, Financial Statements, Cash Management, SAP, Employee Benefits, Tax, Sales, Forecasting, Cash Flow, Financial Accounting, Balance, Sales Tax, Cash Flow Forecasting, Expenses, Accruals, Balance Sheet, Great Plains Software, Financial Reporting, Peachtree, Bookkeeping, Sage, Job Costing, Account Reconciliation, Variance Analysis
Education
Northeastern University 2011 — 2014
BS, Finance & Accounting Management
Bellevue Community College 2007 — 2009
AAS Business, Business
Shoreline Community College - Shoreline WA 1998 — 2001
Working towards Associate, Accounting
Steve Balter, CFA's Pioneer Investments Experience December 2004 - December 2006
Job Portfolio Manager at Pyramis Global Advisors
Industry
Experience
Pyramis Global Advisors February 2007 - Present
Pioneer Investments December 2004 - December 2006
Putnam Investments March 2000 - December 2004
Pioneer Investments August 1996 - March 2000
Education
Babson College - Franklin W. Olin Graduate School of Business 1994 — 1996
Master of Business Administration (MBA)
Wesleyan University 1986 — 1990
Bachelor's degree, Economics
Pyramis Global Advisors February 2007 - Present
Pioneer Investments December 2004 - December 2006
Putnam Investments March 2000 - December 2004
Pioneer Investments August 1996 - March 2000
Education
Babson College - Franklin W. Olin Graduate School of Business 1994 — 1996
Master of Business Administration (MBA)
Wesleyan University 1986 — 1990
Bachelor's degree, Economics
Michael Brilliant's Pioneer Investments Experience May 2008 - August 2014
Job AVP Manager of Performance and Attribution
Industry Financial Services
Experience
MFS Investment Management September 2014 - Present
Pioneer Investments May 2008 - August 2014
Bank of America / Columbia Management June 2003 - May 2008
SSgA May 1999 - June 2003
Skills
Performance Measurement, Performance Attribution, Financial Reporting, Asset Managment, Risk Reporting, Security Master File, Financial Markets, Asset Management, Bloomberg, Fixed Income, Alternative Investments, Equities
Education
Bentley University 1998 — 2002
Master of Business Administration (M.B.A.), Finance
University of Massachusetts Dartmouth 1989 — 1993
Bachelor's degree, Accounting
MFS Investment Management September 2014 - Present
Pioneer Investments May 2008 - August 2014
Bank of America / Columbia Management June 2003 - May 2008
SSgA May 1999 - June 2003
Skills
Performance Measurement, Performance Attribution, Financial Reporting, Asset Managment, Risk Reporting, Security Master File, Financial Markets, Asset Management, Bloomberg, Fixed Income, Alternative Investments, Equities
Education
Bentley University 1998 — 2002
Master of Business Administration (M.B.A.), Finance
University of Massachusetts Dartmouth 1989 — 1993
Bachelor's degree, Accounting
Joseph Zelic's Pioneer Investments Experience December 1994 - December 2000
Job Domestic Tax Director MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management December 2000 - Present
Pioneer Investments December 1994 - December 2000
Skills
Corporate Tax Compliance, Income Tax Accounting, State Income Tax Audits, Tax Research, Accounting, Financial Analysis, Income Tax
Education
Bentley University 1995 — 1998
Master's degree, Taxation
University of Massachusetts at Lowell 1990 — 1994
Bachelor of Science (BS), Accounting
MFS Investment Management December 2000 - Present
Pioneer Investments December 1994 - December 2000
Skills
Corporate Tax Compliance, Income Tax Accounting, State Income Tax Audits, Tax Research, Accounting, Financial Analysis, Income Tax
Education
Bentley University 1995 — 1998
Master's degree, Taxation
University of Massachusetts at Lowell 1990 — 1994
Bachelor of Science (BS), Accounting
T Rowe Price
The Blackstone Group
Lazard
ING Investment Management
Deutsche Asset Management
Lazard Asset Management
Natixis Global Asset Management
Harvard Management Company