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,
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Pioneer Investments Employees
Employee
Years
Job
Industry
Rebecca Cinci Rebecca Cinci's Pioneer Investments Experience February 2015 - Present
Job Senior Compliance Specialist at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments February 2015 - Present
Wellington Management June 2009 - February 2015
Wellington Management April 2004 - June 2009
Pioneer Investments February 2002 - April 2004
Evergreen Investments June 1999 - January 2001
Education
Northeastern University 2006 — 2008
MBA
Boston University 1993 — 1997
BA, International Relations
Pioneer Investments February 2015 - Present
Wellington Management June 2009 - February 2015
Wellington Management April 2004 - June 2009
Pioneer Investments February 2002 - April 2004
Evergreen Investments June 1999 - January 2001
Education
Northeastern University 2006 — 2008
MBA
Boston University 1993 — 1997
BA, International Relations
Lauren Gill, PHR Lauren Gill, PHR's Pioneer Investments Experience December 2003 - January 2006
Job Regional Human Resources Manager at AvalonBay Communities
Industry Human Resources
Experience
AvalonBay Communities April 2013 - Present
Aetna March 2009 - April 2013
PAN Communications July 2007 - December 2008
MSPCA January 2006 - July 2007
Pioneer Investments December 2003 - January 2006
Skills
Performance Management, HRIS, Employment Law, Human Resources, Leadership, Management, Policy, Employee Relations, Benefits Administration, Talent Management, Employee Benefits, Onboarding, Talent Acquisition, Employee Engagement, Recruiting, Customer Service, Succession Planning, Taleo, Training, FMLA, Deferred Compensation, Applicant Tracking..., New Hire Orientations, Workforce Planning
Education
Boston University - School of Management
Bachelor of Science of Business Administration (B.S.B.A)
Emmanuel College
Master of Business Administration (MBA)
AvalonBay Communities April 2013 - Present
Aetna March 2009 - April 2013
PAN Communications July 2007 - December 2008
MSPCA January 2006 - July 2007
Pioneer Investments December 2003 - January 2006
Skills
Performance Management, HRIS, Employment Law, Human Resources, Leadership, Management, Policy, Employee Relations, Benefits Administration, Talent Management, Employee Benefits, Onboarding, Talent Acquisition, Employee Engagement, Recruiting, Customer Service, Succession Planning, Taleo, Training, FMLA, Deferred Compensation, Applicant Tracking..., New Hire Orientations, Workforce Planning
Education
Boston University - School of Management
Bachelor of Science of Business Administration (B.S.B.A)
Emmanuel College
Master of Business Administration (MBA)
Calmira Rodriguez Calmira Rodriguez's Pioneer Investments Experience July 2006 - October 2007
Job Senior Specialist at New York Life Insurance Company
Industry Marketing and Advertising
Experience
New York Life Insurance Company June 2015 - Present
PrimeNet May 2014 - Present
Harte-Hanks, Inc. 2008 - March 2013
Harte-Hanks, Inc. November 2007 - April 2008
Pioneer Investments July 2006 - October 2007
Protocol Integrated Direct Marketing June 2005 - July 2006
Harte-Hanks, Inc. May 2000 - June 2005
Skills
MS Office, MS Outlook, Lotus Notes, Numerous database and..., Integrated Marketing, Multi-channel Marketing, Direct Marketing, Direct Mail, Fullfillment, Marketing, Leadership, CRM, Marketing Communications, Budgets, Lead Generation, Salesforce.com, Database Marketing, Microsoft Office, Outlook
Education
Bridgewater State College 2005 — 2005
Business Administration and Management, General
University of Puerto Rico-Rio Piedras 1991 — 1992
Liberal Arts and Sciences/Liberal Studies
New York Life Insurance Company June 2015 - Present
PrimeNet May 2014 - Present
Harte-Hanks, Inc. 2008 - March 2013
Harte-Hanks, Inc. November 2007 - April 2008
Pioneer Investments July 2006 - October 2007
Protocol Integrated Direct Marketing June 2005 - July 2006
Harte-Hanks, Inc. May 2000 - June 2005
Skills
MS Office, MS Outlook, Lotus Notes, Numerous database and..., Integrated Marketing, Multi-channel Marketing, Direct Marketing, Direct Mail, Fullfillment, Marketing, Leadership, CRM, Marketing Communications, Budgets, Lead Generation, Salesforce.com, Database Marketing, Microsoft Office, Outlook
Education
Bridgewater State College 2005 — 2005
Business Administration and Management, General
University of Puerto Rico-Rio Piedras 1991 — 1992
Liberal Arts and Sciences/Liberal Studies
Sahar Oswald's Pioneer Investments Experience July 2006 - October 2010
Job Compliance & Risk Management at Pacific Gas and Electric Company
Industry Investment Management
Experience
Pacific Gas and Electric Company February 2011 - Present
Pioneer Investments July 2006 - October 2010
Loomis, Sayles & Company June 2003 - July 2006
Evergreen Investments August 2002 - April 2003
Bank of New York January 2001 - June 2002
Skills
Investments, Financial Services, Risk Management, Financial Analysis, Mutual Funds, Equities, Securities, Asset Management, Bloomberg, Portfolio Management, Financial Modeling, Leadership, Fixed Income, Banking, Policies & Procedures
Education
Boston University
Bachelor of Science (BS), Management
Pacific Gas and Electric Company February 2011 - Present
Pioneer Investments July 2006 - October 2010
Loomis, Sayles & Company June 2003 - July 2006
Evergreen Investments August 2002 - April 2003
Bank of New York January 2001 - June 2002
Skills
Investments, Financial Services, Risk Management, Financial Analysis, Mutual Funds, Equities, Securities, Asset Management, Bloomberg, Portfolio Management, Financial Modeling, Leadership, Fixed Income, Banking, Policies & Procedures
Education
Boston University
Bachelor of Science (BS), Management
Jason Statuta's Pioneer Investments Experience 2003 - 2005
Job Vice President, Regional Director at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs June 2005 - Present
Pioneer Investments 2003 - 2005
Putnam Investments 1996 - 2005
Skills
Financial Services, Asset Allocation, Portfolio Management, Sales, Client Relations Skills, 401k, Hedge Funds, Retirement Planning, Mutual Funds, Series 7, Series 63, Investments, Separately Managed..., Asset Management, Wealth Management
Education
Boston College 1990 — 1994
BA, Economics
St. John's High School 1986 — 1990
Goldman Sachs June 2005 - Present
Pioneer Investments 2003 - 2005
Putnam Investments 1996 - 2005
Skills
Financial Services, Asset Allocation, Portfolio Management, Sales, Client Relations Skills, 401k, Hedge Funds, Retirement Planning, Mutual Funds, Series 7, Series 63, Investments, Separately Managed..., Asset Management, Wealth Management
Education
Boston College 1990 — 1994
BA, Economics
St. John's High School 1986 — 1990
Kasia Jablonski's Pioneer Investments Experience March 2015 - Present
Job
Industry Financial Services
Experience
Pioneer Investments March 2015 - Present
Skills
Business Development, Marketing, Sales, Event Planning, Social Media, Social Networking, Project Management, Financial Analysis, Data Analysis, Market Research, Wealth Management, Portfolio Management, Financial Modeling, Finance, Equities, Banking, Microsoft Office, Organizational Behavior, Strategic Communications
Education
Boston College - Carroll School of Management 2006 — 2011
Bachelor of Science (BS), 2 Majors: Marketing, plus Management & Leadership., Overall GPA: 3.56/ 4.00
Green Mountain Valley School 2003 — 2006
High School
Pioneer Investments March 2015 - Present
Skills
Business Development, Marketing, Sales, Event Planning, Social Media, Social Networking, Project Management, Financial Analysis, Data Analysis, Market Research, Wealth Management, Portfolio Management, Financial Modeling, Finance, Equities, Banking, Microsoft Office, Organizational Behavior, Strategic Communications
Education
Boston College - Carroll School of Management 2006 — 2011
Bachelor of Science (BS), 2 Majors: Marketing, plus Management & Leadership., Overall GPA: 3.56/ 4.00
Green Mountain Valley School 2003 — 2006
High School
Colleen Leahy's Pioneer Investments Experience April 2014 - Present
Job Project Manager at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments April 2014 - Present
Pioneer Investments October 2012 - April 2014
Boston Opera House Ventures, LLC. September 2011 - September 2012
Live Nation May 2011 - September 2011
Williams-Sonoma, Inc. November 2010 - May 2011
Tween Brands May 2008 - May 2010
Tween Brands October 2006 - May 2008
Tween Brands August 2006 - October 2006
Skills
Time Management
Education
Boston University
BA, Classical Civilization
Boston Latin Academy
Pioneer Investments April 2014 - Present
Pioneer Investments October 2012 - April 2014
Boston Opera House Ventures, LLC. September 2011 - September 2012
Live Nation May 2011 - September 2011
Williams-Sonoma, Inc. November 2010 - May 2011
Tween Brands May 2008 - May 2010
Tween Brands October 2006 - May 2008
Tween Brands August 2006 - October 2006
Skills
Time Management
Education
Boston University
BA, Classical Civilization
Boston Latin Academy
Eric Gamage Eric Gamage's Pioneer Investments Experience 2008 - 2009
Job Energy and Investment Research
Industry Financial Services
Experience
Manning & Napier Advisors March 2010 - September 2013
Town of Concord MA 2008 - 2010
Pioneer Investments 2008 - 2009
The Princeton Review 2002 - 2008
Global Petroleum May 2002 - October 2002
Education
Brown University 2004 — 2006
M.A.
University of Massachusetts Lowell 2002 — 2003
Certification
Vassar College 1996 — 2000
B.A.
Manning & Napier Advisors March 2010 - September 2013
Town of Concord MA 2008 - 2010
Pioneer Investments 2008 - 2009
The Princeton Review 2002 - 2008
Global Petroleum May 2002 - October 2002
Education
Brown University 2004 — 2006
M.A.
University of Massachusetts Lowell 2002 — 2003
Certification
Vassar College 1996 — 2000
B.A.
Tia (Chatterjee) Wallach Tia (Chatterjee) Wallach's Pioneer Investments Experience May 2011 - August 2011
Job Associate at Brown Rudnick LLP
Industry Law Practice
Experience
Brown Rudnick LLP October 2013 - Present
Brown Rudnick May 2012 - August 2012
University of Connecticut School of Law Tax Clinic September 2011 - December 2011
Pioneer Investments May 2011 - August 2011
University of Connecticut August 2010 - May 2011
Shipman & Goodwin LLP June 2010 - August 2010
Cohen Center for Modern Jewish Studies May 2009 - August 2009
Bowditch & Dewey, Bowditch Institute for Women's Success May 2008 - August 2008
International Institute of Connecticut June 2007 - August 2007
Farrell for Congress June 2006 - August 2006
Education
The University of Connecticut 2009 — 2013
J.D, Certificate in Tax Studies
The University of Connecticut School of Business 2010 — 2013
Master of Business Administration (M.B.A.), Finance
Brandeis University 2006 — 2009
B.A, cum laude, Politics, American Studies, Economics
Brown Rudnick LLP October 2013 - Present
Brown Rudnick May 2012 - August 2012
University of Connecticut School of Law Tax Clinic September 2011 - December 2011
Pioneer Investments May 2011 - August 2011
University of Connecticut August 2010 - May 2011
Shipman & Goodwin LLP June 2010 - August 2010
Cohen Center for Modern Jewish Studies May 2009 - August 2009
Bowditch & Dewey, Bowditch Institute for Women's Success May 2008 - August 2008
International Institute of Connecticut June 2007 - August 2007
Farrell for Congress June 2006 - August 2006
Education
The University of Connecticut 2009 — 2013
J.D, Certificate in Tax Studies
The University of Connecticut School of Business 2010 — 2013
Master of Business Administration (M.B.A.), Finance
Brandeis University 2006 — 2009
B.A, cum laude, Politics, American Studies, Economics
Mike Byrnes Mike Byrnes's Pioneer Investments Experience August 2003 - October 2005
Job National speaker and President of Byrnes Consulting, LLC... Helping our clients grow!!!
Industry Marketing and Advertising
Experience
Byrnes Consulting, LLC April 2008 - Present
Commonwealth Financial Network August 2008 - August 2009
Liberty Mutual April 2007 - April 2008
Fidelity Investments 2005 - 2007
Pioneer Investments August 2003 - October 2005
IXIS Asset Management January 2000 - April 2003
Mellon Financial 1992 - 2000
Skills
Public Speaking, Marketing Strategy, Marketing Communications, Business Development, Business Strategy, Business Planning, Growth Strategies, Strategic Planning, Public Relations, Social Media, Social Media Marketing, Advertising, Thought Leadership, Referrals, New Business Development, Marketing Research, Email Marketing, Succession Planning, LinkedIn, Facebook, Twitter, Social Media Measurement, Facebook Marketing, Direct Marketing, Online Advertising, Business Coaching, Google Analytics, Executive Coaching, Online Communications, National Speaker, Coaching, Customer Retention, Social Networking, Strategic Alliances, Staff Development, Disaster Recovery, Social Marketing, YouTube, Google+, Business Communications, Client Development, Retention Management, Referral Development, Online Research, Websites, Staff Management, Staff Retention, Coaching Staff, Human Capital
Education
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 2000
MBA, Marketing Management
Saint Michael's College 1988 — 1992
BS, Business Administration
Weston High School 1986 — 1988
Diploma
Byrnes Consulting, LLC April 2008 - Present
Commonwealth Financial Network August 2008 - August 2009
Liberty Mutual April 2007 - April 2008
Fidelity Investments 2005 - 2007
Pioneer Investments August 2003 - October 2005
IXIS Asset Management January 2000 - April 2003
Mellon Financial 1992 - 2000
Skills
Public Speaking, Marketing Strategy, Marketing Communications, Business Development, Business Strategy, Business Planning, Growth Strategies, Strategic Planning, Public Relations, Social Media, Social Media Marketing, Advertising, Thought Leadership, Referrals, New Business Development, Marketing Research, Email Marketing, Succession Planning, LinkedIn, Facebook, Twitter, Social Media Measurement, Facebook Marketing, Direct Marketing, Online Advertising, Business Coaching, Google Analytics, Executive Coaching, Online Communications, National Speaker, Coaching, Customer Retention, Social Networking, Strategic Alliances, Staff Development, Disaster Recovery, Social Marketing, YouTube, Google+, Business Communications, Client Development, Retention Management, Referral Development, Online Research, Websites, Staff Management, Staff Retention, Coaching Staff, Human Capital
Education
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 2000
MBA, Marketing Management
Saint Michael's College 1988 — 1992
BS, Business Administration
Weston High School 1986 — 1988
Diploma
Christine Tolisano's Pioneer Investments Experience June 1999 - December 2000
Job Operations Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management November 2012 - Present
State Street January 2007 - November 2012
Putnam Investments June 2004 - December 2006
Putnam Investments February 2003 - June 2004
Putnam Investments January 2001 - February 2003
Pioneer Investments June 1999 - December 2000
Skills
Mutual Funds, Bloomberg, Corporate Actions, Fixed Income, Equities, Microsoft Excel, Microsoft Word, Communication Skills, Financial Reporting, Financial Analysis, Fund Accounting, Cash Flow Forecasting, Cash Management, Account Reconciliation, Bank Reconciliation, General Ledger, Derivatives, Financial Statements, Financial Audits
Education
Bridgewater State College
BS, Marketing and Finance
North Attleboro High School
Wellington Management November 2012 - Present
State Street January 2007 - November 2012
Putnam Investments June 2004 - December 2006
Putnam Investments February 2003 - June 2004
Putnam Investments January 2001 - February 2003
Pioneer Investments June 1999 - December 2000
Skills
Mutual Funds, Bloomberg, Corporate Actions, Fixed Income, Equities, Microsoft Excel, Microsoft Word, Communication Skills, Financial Reporting, Financial Analysis, Fund Accounting, Cash Flow Forecasting, Cash Management, Account Reconciliation, Bank Reconciliation, General Ledger, Derivatives, Financial Statements, Financial Audits
Education
Bridgewater State College
BS, Marketing and Finance
North Attleboro High School
Douglas Scibeck Douglas Scibeck's Pioneer Investments Experience 2001 - 2002
Job Fiscal Policy Analyst at Commonwealth of Massachusetts
Industry Financial Services
Experience
Commonwealth of Massachusetts September 2015 - Present
Scibeck Writing 2014 - Present
Delaware Life 2011 - March 2015
Boston Financial Investment Management (formerly MMA Financial) 2008 - 2009
Boston Financial Data Services February 2006 - October 2008
CitiStreet 2003 - 2006
Financial Consulting Assignments via KForce 2002 - 2003
Pioneer Investments 2001 - 2002
Skills
Financial Analysis, Analysis, Journalism, Writing, Financial Reporting, Finance, Financial Services, Account Reconciliation, NAIC regulations, Insurance Regulatory, Financial Modeling, NAIC reporting, SEC filings, Asset Reporting, Bloomberg, Data Analysis, Economics, Financial Regulation, Mutual Funds, Essbase, Reporting & Analysis, Reporting Systems, Retirement plan..., EDGAR filings, Investments, Process Improvement
Education
University of London 2007 — 2009
Master of Science (MSc), Financial Economics
Boston University 1994 — 1997
MA, Psychology
University of Tampa 1987 — 1991
Bachelor of Arts (BA), Psychology
Commonwealth of Massachusetts September 2015 - Present
Scibeck Writing 2014 - Present
Delaware Life 2011 - March 2015
Boston Financial Investment Management (formerly MMA Financial) 2008 - 2009
Boston Financial Data Services February 2006 - October 2008
CitiStreet 2003 - 2006
Financial Consulting Assignments via KForce 2002 - 2003
Pioneer Investments 2001 - 2002
Skills
Financial Analysis, Analysis, Journalism, Writing, Financial Reporting, Finance, Financial Services, Account Reconciliation, NAIC regulations, Insurance Regulatory, Financial Modeling, NAIC reporting, SEC filings, Asset Reporting, Bloomberg, Data Analysis, Economics, Financial Regulation, Mutual Funds, Essbase, Reporting & Analysis, Reporting Systems, Retirement plan..., EDGAR filings, Investments, Process Improvement
Education
University of London 2007 — 2009
Master of Science (MSc), Financial Economics
Boston University 1994 — 1997
MA, Psychology
University of Tampa 1987 — 1991
Bachelor of Arts (BA), Psychology
June-Young Chiao June-Young Chiao's Pioneer Investments Experience April 2014 - July 2014
Job Ambit Risk and Performance Client Services Consultant at SunGard
Industry Financial Services
Experience
SunGard November 2014 - Present
Pioneer Investments April 2014 - July 2014
Eagle Investment Systems May 2013 - January 2014
Southern Taiwan University Robotics Research Center, Department of Electrical Engineering 南台科技大學-機器人 June 2010 - August 2010
Skills
C++, R, Financial Modeling, Quantitative Finance, Data Analysis, Quantitative Analytics, Microsoft Office, SQL, Programming, C, Mathematica, VBA, Microsoft Excel, PowerPoint, Microsoft Word, Risk Management, Performance Analysis:..., Multithreading, Monte Carlo Simulation, MATLAB, Barclays Point, Bloomberg Terminal, BlackRock Aladdin, Factset, Bloomberg, Salesforce.com, JIRA, ALM
Education
Boston University 2012 — 2014
Master of Science (M.S.), Mathematical Finance
University of California, Los Angeles 2008 — 2012
Bachelor of Science (BS), Electrical Engineering
Temple City High School
SunGard November 2014 - Present
Pioneer Investments April 2014 - July 2014
Eagle Investment Systems May 2013 - January 2014
Southern Taiwan University Robotics Research Center, Department of Electrical Engineering 南台科技大學-機器人 June 2010 - August 2010
Skills
C++, R, Financial Modeling, Quantitative Finance, Data Analysis, Quantitative Analytics, Microsoft Office, SQL, Programming, C, Mathematica, VBA, Microsoft Excel, PowerPoint, Microsoft Word, Risk Management, Performance Analysis:..., Multithreading, Monte Carlo Simulation, MATLAB, Barclays Point, Bloomberg Terminal, BlackRock Aladdin, Factset, Bloomberg, Salesforce.com, JIRA, ALM
Education
Boston University 2012 — 2014
Master of Science (M.S.), Mathematical Finance
University of California, Los Angeles 2008 — 2012
Bachelor of Science (BS), Electrical Engineering
Temple City High School
JI OH's Pioneer Investments Experience January 2010 - May 2010
Job Senior Auditor at EY Banking & Capital Markets
Industry Accounting
Experience
EY October 2014 - Present
WeiserMazars LLP September 2010 - September 2014
Pioneer Investments January 2010 - May 2010
AMR Research November 2008 - May 2009
Skills
US GAAP, External Audit, Financial Reporting, Microsoft Excel, Auditing, Financial Services, Financial Analysis, IFRS
Education
Boston University Questrom School of Business 2007 — 2010
Bachelor, Accounting, Finance
EY October 2014 - Present
WeiserMazars LLP September 2010 - September 2014
Pioneer Investments January 2010 - May 2010
AMR Research November 2008 - May 2009
Skills
US GAAP, External Audit, Financial Reporting, Microsoft Excel, Auditing, Financial Services, Financial Analysis, IFRS
Education
Boston University Questrom School of Business 2007 — 2010
Bachelor, Accounting, Finance
Angela Pizzolato Angela Pizzolato's Pioneer Investments Experience September 2005 - August 2006
Job Manager, Data Management Services at Museum of Science
Industry Museums and Institutions
Experience
Museum of Science May 2015 - Present
Museum of Science, Boston November 2014 - May 2015
Museum of Science, Boston June 2012 - November 2014
Museum of Science, Boston January 2010 - June 2012
Museum of Fine Arts, Boston June 2007 - June 2010
Historic New England June 2008 - January 2010
Tufts University September 2007 - May 2008
Tisch Library Tufts University September 2006 - August 2007
Pioneer Investments September 2005 - August 2006
Skills
Museums, Museum Collections, Fundraising, Non-profits, Research, Art History, Event Planning, Museum Education, Nonprofits, Membership, Database Administration, Data Analysis
Education
Tufts University 2006 — 2008
Masters of Arts, Art History & Museum Studies
Boston University 2001 — 2005
Bachelors of Arts, Art History
Museum of Science May 2015 - Present
Museum of Science, Boston November 2014 - May 2015
Museum of Science, Boston June 2012 - November 2014
Museum of Science, Boston January 2010 - June 2012
Museum of Fine Arts, Boston June 2007 - June 2010
Historic New England June 2008 - January 2010
Tufts University September 2007 - May 2008
Tisch Library Tufts University September 2006 - August 2007
Pioneer Investments September 2005 - August 2006
Skills
Museums, Museum Collections, Fundraising, Non-profits, Research, Art History, Event Planning, Museum Education, Nonprofits, Membership, Database Administration, Data Analysis
Education
Tufts University 2006 — 2008
Masters of Arts, Art History & Museum Studies
Boston University 2001 — 2005
Bachelors of Arts, Art History
Diana Tortolini's Pioneer Investments Experience October 2006 - May 2009
Job Software Analyst
Industry Information Technology and Services
Experience
Breckinridge Capital Advisors May 2009 - May 2015
Pioneer Investments October 2006 - May 2009
Pioneer Investments July 2001 - October 2006
Putnam Investments August 2000 - March 2001
Skills
Business Process, Business Analysis, Mutual Funds, SDLC, Analysis, Software Documentation, Process Improvement, Vendor Management, Program Management, Data Analysis, Project Management, Financial Services, Quality Assurance, Risk Management, Cross-functional Team..., Fixed Income, Investments, Bloomberg, Equities
Education
Boston University 2012 — 2016
Master of Science (MS), Computer Information Systems, 3.92 GPA
Northeastern University 2006 — 2008
certificate, Computer Programming, Systems Analysis
University of New Hampshire 1995 — 2000
B.A., Political Science
Breckinridge Capital Advisors May 2009 - May 2015
Pioneer Investments October 2006 - May 2009
Pioneer Investments July 2001 - October 2006
Putnam Investments August 2000 - March 2001
Skills
Business Process, Business Analysis, Mutual Funds, SDLC, Analysis, Software Documentation, Process Improvement, Vendor Management, Program Management, Data Analysis, Project Management, Financial Services, Quality Assurance, Risk Management, Cross-functional Team..., Fixed Income, Investments, Bloomberg, Equities
Education
Boston University 2012 — 2016
Master of Science (MS), Computer Information Systems, 3.92 GPA
Northeastern University 2006 — 2008
certificate, Computer Programming, Systems Analysis
University of New Hampshire 1995 — 2000
B.A., Political Science
Kim Hazen's Pioneer Investments Experience June 2003 - October 2008
Job Executive Director, Human Resources at Warp Drive Bio
Industry Research
Experience
Warp Drive Bio September 2015 - Present
Aegerion Pharmaceuticals August 2013 - September 2015
The Broad Institute (MIT and Harvard) November 2008 - August 2013
Pioneer Investments June 2003 - October 2008
Fidelity Investments April 2001 - June 2003
Liberty Mutual January 1997 - March 2001
Bank of Boston 1993 - 1995
Whitehead Institute 1989 - 1992
Skills
HRIS, Coaching, Compensation & Benefit, Management Development, Employee Relations, Strategic Planning, Strategic HR, Start-ups, Building Relationships, Leadership Development, Employment, Executive Search, Applicant Tracking..., Performance Management, Recruiting, Human Resources, Personnel Management, Deferred Compensation, Employee Benefits, Change Management, Succession Planning, Strategy
Education
Boston University - School of Management
MBA
SUNY Potsdam
Bachelor of Arts, Psychology
Warp Drive Bio September 2015 - Present
Aegerion Pharmaceuticals August 2013 - September 2015
The Broad Institute (MIT and Harvard) November 2008 - August 2013
Pioneer Investments June 2003 - October 2008
Fidelity Investments April 2001 - June 2003
Liberty Mutual January 1997 - March 2001
Bank of Boston 1993 - 1995
Whitehead Institute 1989 - 1992
Skills
HRIS, Coaching, Compensation & Benefit, Management Development, Employee Relations, Strategic Planning, Strategic HR, Start-ups, Building Relationships, Leadership Development, Employment, Executive Search, Applicant Tracking..., Performance Management, Recruiting, Human Resources, Personnel Management, Deferred Compensation, Employee Benefits, Change Management, Succession Planning, Strategy
Education
Boston University - School of Management
MBA
SUNY Potsdam
Bachelor of Arts, Psychology
Rick Scharr Rick Scharr's Pioneer Investments Experience 2000 - 2003
Job
Industry Financial Services
Experience
Fidelity Investments November 2011 - Present
The CCS Companies February 2008 - August 2011
Fidelity Investments 2006 - 2008
Fidelity Investments 2004 - 2006
ATG 2003 - 2004
Pioneer Investments 2000 - 2003
Fidelity Investments 1998 - 2000
Skills
Financial Services, Lead Generation, Analytics, Marketing Strategy, Integrated Marketing, Cross-functional Team..., CRM, Strategy, Online Advertising, Vendor Management, Start-ups, Management, Leadership, Program Management, Product Management
Education
Boston University 1996 — 1999
MBA, Business Administration and Management, General
Hofstra University 1989 — 1993
BBA, Finance, Psychology
Fidelity Investments November 2011 - Present
The CCS Companies February 2008 - August 2011
Fidelity Investments 2006 - 2008
Fidelity Investments 2004 - 2006
ATG 2003 - 2004
Pioneer Investments 2000 - 2003
Fidelity Investments 1998 - 2000
Skills
Financial Services, Lead Generation, Analytics, Marketing Strategy, Integrated Marketing, Cross-functional Team..., CRM, Strategy, Online Advertising, Vendor Management, Start-ups, Management, Leadership, Program Management, Product Management
Education
Boston University 1996 — 1999
MBA, Business Administration and Management, General
Hofstra University 1989 — 1993
BBA, Finance, Psychology
Chuck Mangan's Pioneer Investments Experience 1997 - 2000
Job A dedicated systems professional with extensive experience in the financial services industry
Industry Financial Services
Experience
ING (formerly CitiStreet) March 2004 - Present
Investors Bank & Trust (initially as CIBER Consultant and became a full time employee) May 2002 - March 2004
Basis Technology January 2001 - September 2001
KPMG January 2000 - December 2000
Pioneer Investments 1997 - 2000
Massachusetts Financial Services January 1996 - January 1997
Pioneer Investments January 1995 - January 1996
Pioneer Investments January 1992 - January 1995
Pioneer Investments January 1991 - January 1992
Skills
Business Analysis, Requirements Analysis, Analysis, Program Management, Databases, SDLC, Mutual Funds, Requirements Gathering, SQL, Project Management, Quality Assurance, Software Documentation, User Acceptance Testing, Systems Analysis, Business Requirements
Education
Boston University
Boston University
BS, Programming Languages/Business Systems Analysis
ING (formerly CitiStreet) March 2004 - Present
Investors Bank & Trust (initially as CIBER Consultant and became a full time employee) May 2002 - March 2004
Basis Technology January 2001 - September 2001
KPMG January 2000 - December 2000
Pioneer Investments 1997 - 2000
Massachusetts Financial Services January 1996 - January 1997
Pioneer Investments January 1995 - January 1996
Pioneer Investments January 1992 - January 1995
Pioneer Investments January 1991 - January 1992
Skills
Business Analysis, Requirements Analysis, Analysis, Program Management, Databases, SDLC, Mutual Funds, Requirements Gathering, SQL, Project Management, Quality Assurance, Software Documentation, User Acceptance Testing, Systems Analysis, Business Requirements
Education
Boston University
Boston University
BS, Programming Languages/Business Systems Analysis
Emily Guadagnoli's Pioneer Investments Experience September 2012 - December 2013
Job Vice President, Communications at Harvard Management Company
Industry Financial Services
Experience
Harvard Management Company July 2015 - Present
Harvard Management Company January 2014 - June 2015
Pioneer Investments September 2012 - December 2013
Commonwealth Financial Network September 2003 - August 2012
Prana Power Yoga August 2009 - July 2012
Financial Planning Association October 2009 - October 2010
Skills
Public Relations, Media Relations, Strategic Planning, Social Media, Public Speaking, Marketing Communications, Strategic Communications, Social Media Marketing, Marketing, Corporate Communications, Online Advertising, Advertising, Crisis Communications, Internal Communications, Press Releases
Education
Harvard University 2009 — 2013
Extension School, Master of Liberal Arts, Concentration: Management, Summa Cum Laude
Boston University 1999 — 2003
Bachelor of Science Degree in Communication, Major: Public Relations; Concentration: Psychology, Magna Cum Laude
Harvard Management Company July 2015 - Present
Harvard Management Company January 2014 - June 2015
Pioneer Investments September 2012 - December 2013
Commonwealth Financial Network September 2003 - August 2012
Prana Power Yoga August 2009 - July 2012
Financial Planning Association October 2009 - October 2010
Skills
Public Relations, Media Relations, Strategic Planning, Social Media, Public Speaking, Marketing Communications, Strategic Communications, Social Media Marketing, Marketing, Corporate Communications, Online Advertising, Advertising, Crisis Communications, Internal Communications, Press Releases
Education
Harvard University 2009 — 2013
Extension School, Master of Liberal Arts, Concentration: Management, Summa Cum Laude
Boston University 1999 — 2003
Bachelor of Science Degree in Communication, Major: Public Relations; Concentration: Psychology, Magna Cum Laude
Gerald Clarke's Pioneer Investments Experience 1986 - 2001
Job Retired Univ. Faculty; Estate/Family Financial Administrator Finance Ind. Litigation Educator
Industry Financial Services
Experience
Gerald Clarke April 1986 - June 2010
The Berkowitz Group, Inc. February 1999 - August 2008
Boston University September 1978 - May 2002
Pioneer Investments - Pioneer Group; Pioneer Fund April 1986 - March 2001
Pioneer Investments 1986 - 2001
PriceWaterhouseCoopers 1988 - 1994
Bradford Services, Inc. December 1976 - April 1986
Bradford Trust Co. October 1976 - April 1986
Exxon Enterprises January 1975 - October 1976
M.I.T. 1968 - 1975
Skills
Strategic Planning, Investments, Public Speaking, Non-profits, Research, Management Consulting, Expert Witness, Portfolio Management, Start-ups, Organizational..., Leadership, Mutual Funds, Coaching, Higher Education, Nonprofits, Financial Services, Strategy, Program Development, Business Planning, Corporate Finance, Analysis, Management, Teaching, Program Management, Team Building, Data Analysis, Entrepreneurship, Leadership Development, Valuation, Securities, Consulting, Negotiation, Financial Analysis, Executive Management, Project Planning, Mergers & Acquisitions, Risk Management, Business Strategy, Business Process..., Business Development, Financial Modeling, Business Analysis, Change Management, Process Improvement, Security, Due Diligence, Finance, Asset Management, Vendor Management, Analytics
Education
Massachusetts Institute of Technology 1962 — 1972
B.S.; Cert. Eng., VI/XV
Boston University - School of Management 1978 — 2002
FACULTY not student!!, QM, MS, SM, Professor
Gerald Clarke April 1986 - June 2010
The Berkowitz Group, Inc. February 1999 - August 2008
Boston University September 1978 - May 2002
Pioneer Investments - Pioneer Group; Pioneer Fund April 1986 - March 2001
Pioneer Investments 1986 - 2001
PriceWaterhouseCoopers 1988 - 1994
Bradford Services, Inc. December 1976 - April 1986
Bradford Trust Co. October 1976 - April 1986
Exxon Enterprises January 1975 - October 1976
M.I.T. 1968 - 1975
Skills
Strategic Planning, Investments, Public Speaking, Non-profits, Research, Management Consulting, Expert Witness, Portfolio Management, Start-ups, Organizational..., Leadership, Mutual Funds, Coaching, Higher Education, Nonprofits, Financial Services, Strategy, Program Development, Business Planning, Corporate Finance, Analysis, Management, Teaching, Program Management, Team Building, Data Analysis, Entrepreneurship, Leadership Development, Valuation, Securities, Consulting, Negotiation, Financial Analysis, Executive Management, Project Planning, Mergers & Acquisitions, Risk Management, Business Strategy, Business Process..., Business Development, Financial Modeling, Business Analysis, Change Management, Process Improvement, Security, Due Diligence, Finance, Asset Management, Vendor Management, Analytics
Education
Massachusetts Institute of Technology 1962 — 1972
B.S.; Cert. Eng., VI/XV
Boston University - School of Management 1978 — 2002
FACULTY not student!!, QM, MS, SM, Professor
Samir Jalloul's Pioneer Investments Experience December 2014 - Present
Job QA Team Lead at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments December 2014 - Present
Plymouth Rock Assurance May 2010 - December 2014
Recorded Future April 2010 - September 2010
John Hancock Life Insurance Company (U.S.A.) July 2009 - February 2010
John Hancock Life Insurance Company (U.S.A.) January 2009 - June 2009
Publicis Groupe October 2007 - December 2008
Procter & Gamble June 2004 - May 2007
Education
Boston University 2008 — 2010
MS, Computer Science, 3.95/4.00
Northeastern University 2002 — 2007
BS, Entrepreneurship and Growth Venture Creation, 3.29/4.00
Pioneer Investments December 2014 - Present
Plymouth Rock Assurance May 2010 - December 2014
Recorded Future April 2010 - September 2010
John Hancock Life Insurance Company (U.S.A.) July 2009 - February 2010
John Hancock Life Insurance Company (U.S.A.) January 2009 - June 2009
Publicis Groupe October 2007 - December 2008
Procter & Gamble June 2004 - May 2007
Education
Boston University 2008 — 2010
MS, Computer Science, 3.95/4.00
Northeastern University 2002 — 2007
BS, Entrepreneurship and Growth Venture Creation, 3.29/4.00
Katherine Kim Sullivan's Pioneer Investments Experience June 2014 - Present
Job Vice President, Director of US Risk Management at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments June 2014 - Present
Pioneer Investments November 2008 - June 2014
Pioneer Investments June 2003 - November 2008
State Street June 2002 - June 2003
Pioneer Investments August 1995 - June 2002
Skills
Fixed Income, Bloomberg, Risk Management, Risk Analytics, Performance Measurement, Peer Group Analysis, Fixed Income Analysis, Business Analysis, UCITS, Performance Attribution, Barclays Point, Risk Models, Risk Monitoring, Board of Directors..., VBA, Microsoft Excel, BlackRock Aladdin, Credit Derivatives, Interest Rate..., Risk Assessment, Alternative Investments, Operational Risk..., Counterparty Risk
Education
Boston University 1999 — 2001
Master of Business Administration (MBA), Finance and Financial Management Services
Boston College 1991 — 1995
Bachelor of Science (BS), Finance, General
Pioneer Investments June 2014 - Present
Pioneer Investments November 2008 - June 2014
Pioneer Investments June 2003 - November 2008
State Street June 2002 - June 2003
Pioneer Investments August 1995 - June 2002
Skills
Fixed Income, Bloomberg, Risk Management, Risk Analytics, Performance Measurement, Peer Group Analysis, Fixed Income Analysis, Business Analysis, UCITS, Performance Attribution, Barclays Point, Risk Models, Risk Monitoring, Board of Directors..., VBA, Microsoft Excel, BlackRock Aladdin, Credit Derivatives, Interest Rate..., Risk Assessment, Alternative Investments, Operational Risk..., Counterparty Risk
Education
Boston University 1999 — 2001
Master of Business Administration (MBA), Finance and Financial Management Services
Boston College 1991 — 1995
Bachelor of Science (BS), Finance, General
Matthew Goldstone's Pioneer Investments Experience January 2001 - Present
Job Shareholder Correspondent at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments January 2001 - Present
Client Service Representative January 2000 - December 2000
Skills
Series 6, Series 26, FINRA Operations..., Mutual Funds, FINRA, Training, Financial Services, Asset Allocation, Asset Management, Series 63, Equities, Investments, Insurance, Securities, Banking, Retirement Planning, Portfolio Management, Fixed Income, Wealth Management, Fixed Annuities, Alternative Investments, Finance, Retirement, 401k, Relationship Management, Bloomberg
Education
Boston University 2009 — 2009
Certificate, Paralegal Studies
Northeastern University 1989 — 1994
Bachelor of Science, Political Science
Pioneer Investments January 2001 - Present
Client Service Representative January 2000 - December 2000
Skills
Series 6, Series 26, FINRA Operations..., Mutual Funds, FINRA, Training, Financial Services, Asset Allocation, Asset Management, Series 63, Equities, Investments, Insurance, Securities, Banking, Retirement Planning, Portfolio Management, Fixed Income, Wealth Management, Fixed Annuities, Alternative Investments, Finance, Retirement, 401k, Relationship Management, Bloomberg
Education
Boston University 2009 — 2009
Certificate, Paralegal Studies
Northeastern University 1989 — 1994
Bachelor of Science, Political Science
Adam Striffler Adam Striffler's Pioneer Investments Experience 1998 - 2000
Job Managing Director, Head of Sales & Product Development at Rebar Systems, LLC
Industry Financial Services
Experience
Rebar Systems, LLC 2015 - Present
REDI Technologies 2013 - 2015
Goldman Sachs 2004 - 2013
Robertson Stephens & Co. 2000 - 2002
Pioneer Investments 1998 - 2000
Skills
Electronic Trading, Equity Trading, Derivatives, Trading Systems, EMS, OMS, Smart Order Routing, Algorithms, Brokerage, Hedge Funds, Canada, Series 7, Serie 55, Series 6, Series 63, Direct Sales, Options, Financial Markets, Investment Banking, Order Management, Routing, Prime Brokerage, Equities, Fixed Income, Equity Derivatives, Middle Office, Trading Strategies, Exchange Connectivity, Trading, Bloomberg, Trading System, Proprietary Trading, Market Data, FX Options
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA, MSF, Business, Finance
The Ohio State University
Bachelor of Arts (BA), Economics
Rebar Systems, LLC 2015 - Present
REDI Technologies 2013 - 2015
Goldman Sachs 2004 - 2013
Robertson Stephens & Co. 2000 - 2002
Pioneer Investments 1998 - 2000
Skills
Electronic Trading, Equity Trading, Derivatives, Trading Systems, EMS, OMS, Smart Order Routing, Algorithms, Brokerage, Hedge Funds, Canada, Series 7, Serie 55, Series 6, Series 63, Direct Sales, Options, Financial Markets, Investment Banking, Order Management, Routing, Prime Brokerage, Equities, Fixed Income, Equity Derivatives, Middle Office, Trading Strategies, Exchange Connectivity, Trading, Bloomberg, Trading System, Proprietary Trading, Market Data, FX Options
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA, MSF, Business, Finance
The Ohio State University
Bachelor of Arts (BA), Economics
Thomas (T.J.) Kelley Thomas (T.J.) Kelley's Pioneer Investments Experience September 2003 - June 2004
Job Senior Pooled Product Analyst at Loomis, Sayles & Company
Industry Investment Management
Experience
Loomis, Sayles & Company September 2014 - Present
Loomis, Sayles & Company July 2009 - September 2014
Loomis, Sayles & Company September 2005 - July 2009
Eaton Vance June 2004 - July 2005
Pioneer Investments September 2003 - June 2004
Morgan Stanley May 2002 - August 2002
Skills
Equities, Investments, Mutual Funds, Asset Management, Client Service, Financial Analysis, Fixed Income, Asset Allocation, Securities
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2010
MS, Finance
Gettysburg College 1999 — 2003
BA, Management/Business Administration
Wellesley High School 1995 — 1999
Loomis, Sayles & Company September 2014 - Present
Loomis, Sayles & Company July 2009 - September 2014
Loomis, Sayles & Company September 2005 - July 2009
Eaton Vance June 2004 - July 2005
Pioneer Investments September 2003 - June 2004
Morgan Stanley May 2002 - August 2002
Skills
Equities, Investments, Mutual Funds, Asset Management, Client Service, Financial Analysis, Fixed Income, Asset Allocation, Securities
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2010
MS, Finance
Gettysburg College 1999 — 2003
BA, Management/Business Administration
Wellesley High School 1995 — 1999
Joyce Spiegel, MS, PMP, CSM Joyce Spiegel, MS, PMP, CSM's Pioneer Investments Experience January 2008 - November 2008
Job Senior IT Project Manager at Lahey Health and Lahey Hospital & Medical Center
Industry Information Technology and Services
Experience
Lahey Health and Lahey Hospital & Medical Center March 2013 - Present
LabCorp (formerly Genzyme Genetics) September 2009 - March 2013
Pioneer Investments January 2008 - November 2008
Pioneer Investments February 1996 - December 2007
Pioneer Investments February 1994 - May 1996
Filene's Basement February 1993 - February 1994
IBM July 1988 - February 1993
Analog Devices Semiconductor October 1987 - October 1992
Brockway-Smith Company September 1987 - July 1988
Skills
SDLC, PMP, Integration, Software Development, Business Analysis, Management, Software Project..., MS Project, IT Management, Project Management, Cross-functional Team..., Unix, Troubleshooting, Analysis, Process Improvement, Visio, Software Documentation, PMO, Vendor Management, Requirements Analysis, Microsoft Office, Quality Assurance, Cross-functional..., IT Project & Program..., Project Planning, SharePoint, Business Process, Microsoft Project, Application Development, MS Office Suite, CSM
Education
Merrimack College 2009 — 2009
Certificate, Project Management PMP Preparation
Villanova University 2005 — 2005
Certificate, Information Systems Project Management
Boston University 1996 — 2002
Masters Degree, Computer Information Systems
University of Massachusetts Lowell 1989 — 1995
Bachelors Degree, Computer Science/Information Systems
Lahey Health and Lahey Hospital & Medical Center March 2013 - Present
LabCorp (formerly Genzyme Genetics) September 2009 - March 2013
Pioneer Investments January 2008 - November 2008
Pioneer Investments February 1996 - December 2007
Pioneer Investments February 1994 - May 1996
Filene's Basement February 1993 - February 1994
IBM July 1988 - February 1993
Analog Devices Semiconductor October 1987 - October 1992
Brockway-Smith Company September 1987 - July 1988
Skills
SDLC, PMP, Integration, Software Development, Business Analysis, Management, Software Project..., MS Project, IT Management, Project Management, Cross-functional Team..., Unix, Troubleshooting, Analysis, Process Improvement, Visio, Software Documentation, PMO, Vendor Management, Requirements Analysis, Microsoft Office, Quality Assurance, Cross-functional..., IT Project & Program..., Project Planning, SharePoint, Business Process, Microsoft Project, Application Development, MS Office Suite, CSM
Education
Merrimack College 2009 — 2009
Certificate, Project Management PMP Preparation
Villanova University 2005 — 2005
Certificate, Information Systems Project Management
Boston University 1996 — 2002
Masters Degree, Computer Information Systems
University of Massachusetts Lowell 1989 — 1995
Bachelors Degree, Computer Science/Information Systems
Chuck Rubin Chuck Rubin's Pioneer Investments Experience 1994 - 1996
Job Director, Generic Sourcing at Red Oak Sourcing, LLC
Industry Retail
Experience
Red Oak Sourcing, LLC July 2014 - Present
CVS Caremark Corporation July 2013 - Present
Commonsoles 2011 - Present
North Highland Company May 2012 - July 2013
SD Retail Consulting, LLC 2004 - 2012
Touchstone Consulting 2002 - 2004
American Management Systems 1997 - 2001
Pioneer Investments 1994 - 1996
Skills
Change Management, Retail, Organizational..., Workforce Management, Management Consulting, Organizational Design, Strategic Planning, Strategy Development, Customer Experience, Business Strategy, Merchandising, Team Building, Start-ups, Business Transformation, New Business Development, Leadership Development, E-commerce, Process Improvement, Operations Management, Business Process..., Strategy
Education
Boston University Questrom School of Business 1996 — 1998
MBA, Strategy and Operations
University of Massachusetts, Amherst 1989 — 1994
BA, Economics, History
Università per Stranieri di Siena 1991 — 1992
Minor in Italian, Italian, History
Wachusett Regional High School
Red Oak Sourcing, LLC July 2014 - Present
CVS Caremark Corporation July 2013 - Present
Commonsoles 2011 - Present
North Highland Company May 2012 - July 2013
SD Retail Consulting, LLC 2004 - 2012
Touchstone Consulting 2002 - 2004
American Management Systems 1997 - 2001
Pioneer Investments 1994 - 1996
Skills
Change Management, Retail, Organizational..., Workforce Management, Management Consulting, Organizational Design, Strategic Planning, Strategy Development, Customer Experience, Business Strategy, Merchandising, Team Building, Start-ups, Business Transformation, New Business Development, Leadership Development, E-commerce, Process Improvement, Operations Management, Business Process..., Strategy
Education
Boston University Questrom School of Business 1996 — 1998
MBA, Strategy and Operations
University of Massachusetts, Amherst 1989 — 1994
BA, Economics, History
Università per Stranieri di Siena 1991 — 1992
Minor in Italian, Italian, History
Wachusett Regional High School
Jonathan Morrill's Pioneer Investments Experience December 2013 - July 2014
Job Consultant at Pfizer
Industry Logistics and Supply Chain
Experience
Pfizer August 2015 - Present
Pfizer May 2015 - August 2015
Pioneer Investments December 2013 - July 2014
Pioneer Investments July 2013 - December 2013
Pioneer Investments October 2012 - July 2013
URS Corporation August 2008 - August 2012
Carrabba's Italian Grill & Mansurs on the Boulevard April 2007 - August 2008
Carrabba's Italian Grill & Mansurs on the Boulevard April 2006 - April 2007
Pax Inc. August 2004 - April 2006
Jefferson Animal Hospital January 2003 - August 2004
Skills
Customer Service, Data Analysis, Microsoft Excel, Microsoft Office, Financial Analysis, Human Resources, NEPA, Time Management, Teamwork, Leadership, Microsoft Word, Finance, Project Management, CPM Scheduling, Environmental Consulting, Access, Primavera P6, Data Entry, Banking, Asset Management, Mutual Funds, Outlook, Contract Management, PowerPoint, Program Management
Education
Indiana University - Kelley School of Business 2014 — 2016
Master of Business Administration (MBA), Business Analytics and Supply Chain & Operations Mangement
Boston University 2012 — 2014
Economics
Louisiana State University and Agricultural and Mechanical College 2010 — 2012
Economics
Pfizer August 2015 - Present
Pfizer May 2015 - August 2015
Pioneer Investments December 2013 - July 2014
Pioneer Investments July 2013 - December 2013
Pioneer Investments October 2012 - July 2013
URS Corporation August 2008 - August 2012
Carrabba's Italian Grill & Mansurs on the Boulevard April 2007 - August 2008
Carrabba's Italian Grill & Mansurs on the Boulevard April 2006 - April 2007
Pax Inc. August 2004 - April 2006
Jefferson Animal Hospital January 2003 - August 2004
Skills
Customer Service, Data Analysis, Microsoft Excel, Microsoft Office, Financial Analysis, Human Resources, NEPA, Time Management, Teamwork, Leadership, Microsoft Word, Finance, Project Management, CPM Scheduling, Environmental Consulting, Access, Primavera P6, Data Entry, Banking, Asset Management, Mutual Funds, Outlook, Contract Management, PowerPoint, Program Management
Education
Indiana University - Kelley School of Business 2014 — 2016
Master of Business Administration (MBA), Business Analytics and Supply Chain & Operations Mangement
Boston University 2012 — 2014
Economics
Louisiana State University and Agricultural and Mechanical College 2010 — 2012
Economics
Jane Smith-Doe's Pioneer Investments Experience January 2011 - Present
Job Regional Sales Specialist at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments January 2011 - Present
Pioneer Investments September 2006 - December 2010
Education
Boston University 2002 — 2006
Bachelor of Science (BS), Finance
Pioneer Investments January 2011 - Present
Pioneer Investments September 2006 - December 2010
Education
Boston University 2002 — 2006
Bachelor of Science (BS), Finance
Timothy Flynn Timothy Flynn's Pioneer Investments Experience June 2011 - April 2013
Job Retirement Plan Client Relations Manager at Baystate Financial
Industry Financial Services
Experience
Baystate Financial June 2015 - Present
EMPOWER Retirement February 2014 - April 2015
Putnam Investments April 2013 - February 2014
Pioneer Investments June 2011 - April 2013
Skills
Mutual Funds, Financial Services, Wealth Management, Customer Service, Outlook, Microsoft Excel, Asset Allocation, Fixed Income, Series 63, Relationship Management, Equities, Retirement Planning, Investments, Series 7, Strategic Financial..., Bloomberg, Finance, Asset Management, Alternative Investments, 401k
Education
University of Massachusetts, Amherst
Bachelor of Science (BS) Business Studies
Boston College 2007 — 2012
Finishing Degree at UMass
Lawrence Academy 2003 — 2007
Diploma, Honors 2nd and 3rd Trimester Junior Year 1st and 2nd Trimester Senior Year
arlington catholic
arlington catholic
Baystate Financial June 2015 - Present
EMPOWER Retirement February 2014 - April 2015
Putnam Investments April 2013 - February 2014
Pioneer Investments June 2011 - April 2013
Skills
Mutual Funds, Financial Services, Wealth Management, Customer Service, Outlook, Microsoft Excel, Asset Allocation, Fixed Income, Series 63, Relationship Management, Equities, Retirement Planning, Investments, Series 7, Strategic Financial..., Bloomberg, Finance, Asset Management, Alternative Investments, 401k
Education
University of Massachusetts, Amherst
Bachelor of Science (BS) Business Studies
Boston College 2007 — 2012
Finishing Degree at UMass
Lawrence Academy 2003 — 2007
Diploma, Honors 2nd and 3rd Trimester Junior Year 1st and 2nd Trimester Senior Year
arlington catholic
arlington catholic
Michael Tibbetts's Pioneer Investments Experience October 2013 - Present
Job Client Representative, Aspiring Solutions Developer
Industry Marketing and Advertising
Experience
Pioneer Investments October 2013 - Present
Undergraduate Government of Boston College May 2012 - May 2013
Undergraduate Government of Boston College May 2011 - May 2012
Undergraduate Government of Boston College May 2010 - May 2011
Undergraduate Government of Boston College September 2009 - May 2010
Skills
Adobe Creative Suite, Leadership, Advertising, Editing, Public Relations, Management, Social Media, Budgets, Social Media Marketing, Facebook, Social Networking, Event Planning, Marketing Communications, Microsoft Office, PowerPoint, Marketing, Photoshop
Education
Boston College 2009 — 2013
Bachelor's degree, Economics and English
Pioneer Investments October 2013 - Present
Undergraduate Government of Boston College May 2012 - May 2013
Undergraduate Government of Boston College May 2011 - May 2012
Undergraduate Government of Boston College May 2010 - May 2011
Undergraduate Government of Boston College September 2009 - May 2010
Skills
Adobe Creative Suite, Leadership, Advertising, Editing, Public Relations, Management, Social Media, Budgets, Social Media Marketing, Facebook, Social Networking, Event Planning, Marketing Communications, Microsoft Office, PowerPoint, Marketing, Photoshop
Education
Boston College 2009 — 2013
Bachelor's degree, Economics and English
Shawn Winslow's Pioneer Investments Experience February 2014 - Present
Job Regional Sales Specialist at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments February 2014 - Present
Pioneer Investments May 2013 - February 2014
Pioneer Investments July 2012 - April 2013
Avery Dennison May 2011 - July 2011
Skills
Investments, Financial Analysis, Sales, Bloomberg, Financial Services, Fixed Income, Trading, Mutual Funds, Microsoft Excel, Finance, Asset Management, Bloomberg Terminal, Retirement Planning, Valuation, Financial Modeling, Asset Managment, Series 7, Equities
Education
Boston University - School of Management 2008 — 2012
BSBA, Finance
Pioneer Investments February 2014 - Present
Pioneer Investments May 2013 - February 2014
Pioneer Investments July 2012 - April 2013
Avery Dennison May 2011 - July 2011
Skills
Investments, Financial Analysis, Sales, Bloomberg, Financial Services, Fixed Income, Trading, Mutual Funds, Microsoft Excel, Finance, Asset Management, Bloomberg Terminal, Retirement Planning, Valuation, Financial Modeling, Asset Managment, Series 7, Equities
Education
Boston University - School of Management 2008 — 2012
BSBA, Finance
Mark D Gould's Pioneer Investments Experience February 2000 - March 2003
Job Mathematics/Actuarial Sciences
Industry Insurance
Experience
Town of Pembroke, MA January 2015 - Present
Bridgewater State University January 2013 - Present
Mason & Mason Technology Insurance Services, Inc. March 2011 - December 2012
Hayes Management Consulting January 2010 - February 2011
The Active Network February 2006 - December 2009
Integrity Mutual Funds March 2003 - February 2006
Pioneer Investments February 2000 - March 2003
John Hancock Life Insurance Company (U.S.A.) January 1997 - February 2000
Skills
Mathematics, Actuarial Science, Analytical Skills, SaaS, Strategy, Java, Quantitative Analytics, Discrete Mathematics, Multivariable Calculus, Finance, Interpersonal..., Problem Solving, Business Development, Strategic Partnerships, CRM, Enterprise Software, Start-ups, Sales Operations, Sales Process, Insurance, Solution Selling, Account Management, Leadership, Sales, Salesforce.com, Negotiation, Direct Sales, Risk Management, Sales Management, Marketing Strategy, Lead Generation, Contract Negotiation, Product Management, Critical Thinking
Education
Bridgewater State University 2013 — 2015
Bachelor of Science (BS), Mathematics and Actuarial Sciences
Massasoit CC
Town of Pembroke, MA January 2015 - Present
Bridgewater State University January 2013 - Present
Mason & Mason Technology Insurance Services, Inc. March 2011 - December 2012
Hayes Management Consulting January 2010 - February 2011
The Active Network February 2006 - December 2009
Integrity Mutual Funds March 2003 - February 2006
Pioneer Investments February 2000 - March 2003
John Hancock Life Insurance Company (U.S.A.) January 1997 - February 2000
Skills
Mathematics, Actuarial Science, Analytical Skills, SaaS, Strategy, Java, Quantitative Analytics, Discrete Mathematics, Multivariable Calculus, Finance, Interpersonal..., Problem Solving, Business Development, Strategic Partnerships, CRM, Enterprise Software, Start-ups, Sales Operations, Sales Process, Insurance, Solution Selling, Account Management, Leadership, Sales, Salesforce.com, Negotiation, Direct Sales, Risk Management, Sales Management, Marketing Strategy, Lead Generation, Contract Negotiation, Product Management, Critical Thinking
Education
Bridgewater State University 2013 — 2015
Bachelor of Science (BS), Mathematics and Actuarial Sciences
Massasoit CC
Tucker Kibbee Tucker Kibbee's Pioneer Investments Experience June 2014 - September 2014
Job Mathematical Finance Graduate Student | Available Summer Internship | Quantitative Investment | Investment Industry
Industry Investment Management
Experience
Providence College Math & Computer Science September 2013 - May 2015
Providence College Athletics September 2012 - May 2015
Pioneer Investments June 2014 - September 2014
Water Transportation Alternatives, Inc. May 2014 - June 2014
College Pro 2011 - 2011
Skills
Mathematical Modeling, Probabilistic Models, Microsoft Office, C++, Java, BlackRock Aladdin, Paciolan, Applied Mathematics, Project Management, Project Planning, Marketing, Customer Service, French, Galaxy, Event Planning
Education
Boston University Questrom School of Business 2015 — 2016
Master’s Degree, Financial Mathematics
Providence College 2011 — 2015
Bachelor's Degree, Mathematics, Senior
Milton High School 2007 — 2011
Providence College Math & Computer Science September 2013 - May 2015
Providence College Athletics September 2012 - May 2015
Pioneer Investments June 2014 - September 2014
Water Transportation Alternatives, Inc. May 2014 - June 2014
College Pro 2011 - 2011
Skills
Mathematical Modeling, Probabilistic Models, Microsoft Office, C++, Java, BlackRock Aladdin, Paciolan, Applied Mathematics, Project Management, Project Planning, Marketing, Customer Service, French, Galaxy, Event Planning
Education
Boston University Questrom School of Business 2015 — 2016
Master’s Degree, Financial Mathematics
Providence College 2011 — 2015
Bachelor's Degree, Mathematics, Senior
Milton High School 2007 — 2011
Michael Adair's Pioneer Investments Experience October 2004 - April 2007
Job Founder CEO at Red's All Natural
Industry Consumer Goods
Experience
Red's All Natural June 2009 - Present
Pioneer Investments October 2004 - April 2007
J&W Seligman October 2002 - October 2004
Putnam Investments August 2001 - October 2002
Education
The Tuck School of Business at Dartmouth 2007 — 2009
Boston College 1997 — 2001
BA, History
Red's All Natural June 2009 - Present
Pioneer Investments October 2004 - April 2007
J&W Seligman October 2002 - October 2004
Putnam Investments August 2001 - October 2002
Education
The Tuck School of Business at Dartmouth 2007 — 2009
Boston College 1997 — 2001
BA, History
Yuli Wu Yuli Wu's Pioneer Investments Experience January 2013 - June 2013
Job Business Analyst at Credit Suisse
Industry Accounting
Experience
Credit Suisse March 2015 - Present
The Boston Consulting Group January 2014 - June 2014
Pioneer Investments January 2013 - June 2013
Skills
Microsoft Office, Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Word, Accounting, Finance, Financial Modeling, Financial Statements
Education
Brandeis International Business School 2015 — 2017
Master’s Degree, Real Estate
Northeastern University 2011 — 2014
Bachelor of Science in Business Administration, Accounting and Finance
The London School of Economics and Political Science (LSE)
Credit Suisse March 2015 - Present
The Boston Consulting Group January 2014 - June 2014
Pioneer Investments January 2013 - June 2013
Skills
Microsoft Office, Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Word, Accounting, Finance, Financial Modeling, Financial Statements
Education
Brandeis International Business School 2015 — 2017
Master’s Degree, Real Estate
Northeastern University 2011 — 2014
Bachelor of Science in Business Administration, Accounting and Finance
The London School of Economics and Political Science (LSE)
Colleen Moriarty, MPA, PMP Colleen Moriarty, MPA, PMP's Pioneer Investments Experience 2001 - 2002
Job Project Manager at DST Retirement Solutions
Industry Financial Services
Experience
DST Retirement Solutions October 2012 - Present
Boston Financial Data Services 2006 - 2012
Boston Financial Data Services 2002 - 2006
Pioneer Investments 2001 - 2002
Skills
Securities, AML, Investments, Risk Management, Client Relations Skills, Operations Management, Staff Management, Staff Development, Training, Problem Solving, Process Improvement, Procedure Development, Procedures Documentation, Retirement, Customer Retention, Project Coordination, Requirements Gathering, Project Management, RACI, Customer Service, Knowledge Management, Office Administration, Leading Meetings, Change Management, Quality Management, Transition Management, Business Analysis, Financial Services, SDLC, Mutual Funds
Education
University of Massachusetts Boston 2003 — 2005
Masters of Science Degree, Public Affairs
Bridgewater State University 1996 — 2001
Bachelor's Degree, History
DST Retirement Solutions October 2012 - Present
Boston Financial Data Services 2006 - 2012
Boston Financial Data Services 2002 - 2006
Pioneer Investments 2001 - 2002
Skills
Securities, AML, Investments, Risk Management, Client Relations Skills, Operations Management, Staff Management, Staff Development, Training, Problem Solving, Process Improvement, Procedure Development, Procedures Documentation, Retirement, Customer Retention, Project Coordination, Requirements Gathering, Project Management, RACI, Customer Service, Knowledge Management, Office Administration, Leading Meetings, Change Management, Quality Management, Transition Management, Business Analysis, Financial Services, SDLC, Mutual Funds
Education
University of Massachusetts Boston 2003 — 2005
Masters of Science Degree, Public Affairs
Bridgewater State University 1996 — 2001
Bachelor's Degree, History
Garrett Sullivan's Pioneer Investments Experience June 2013 - August 2013
Job Analyst, TD Securities
Industry Financial Services
Experience
TD Securities August 2015 - Present
Mariner Investment Group, LLC June 2014 - August 2014
Pioneer Investments June 2013 - August 2013
Everwood Day Camp April 2012 - September 2012
Everwood Day Camp May 2011 - August 2012
Sulco Construction April 2010 - August 2012
Sulco Construction April 2010 - August 2012
Everwood Day Camp April 2011 - September 2011
The Bank of Canton June 2008 - September 2009
Skills
PC, Mac, Microsoft Word, PowerPoint, Microsoft Excel, Logical Thinker, Leadership, Passion for Helping..., Competitive, Efficiency, Soccer, Research, Event Planning
Education
Boston College 2011 — 2015
Bachelor’s Degree, Accounting and Finance
Sharon High School 2007 — 2011
High School deploma
TD Securities August 2015 - Present
Mariner Investment Group, LLC June 2014 - August 2014
Pioneer Investments June 2013 - August 2013
Everwood Day Camp April 2012 - September 2012
Everwood Day Camp May 2011 - August 2012
Sulco Construction April 2010 - August 2012
Sulco Construction April 2010 - August 2012
Everwood Day Camp April 2011 - September 2011
The Bank of Canton June 2008 - September 2009
Skills
PC, Mac, Microsoft Word, PowerPoint, Microsoft Excel, Logical Thinker, Leadership, Passion for Helping..., Competitive, Efficiency, Soccer, Research, Event Planning
Education
Boston College 2011 — 2015
Bachelor’s Degree, Accounting and Finance
Sharon High School 2007 — 2011
High School deploma
Timothy Malloy Timothy Malloy's Pioneer Investments Experience September 1996 - June 1998
Job Portfolio Manager / Investment Analyst
Industry Investment Management
Experience
Birch Hill Investment Advisors LLC August 2013 - Present
Manulife Asset Management 2004 - March 2013
Manulife Asset Management August 2004 - May 2011
Thomas Weisel Partners 2002 - 2004
Baring Asset Management 2000 - 2001
Heritage Bank September 1998 - January 2000
Pioneer Investments September 1996 - June 1998
Skills
Bloomberg, Financial Modeling, Asset Management, Buy-side, Financial Analysis, Mutual Funds, Hedge Funds, Asset Allocation, Alternative Investments, Asset Managment, Investment Banking, Derivatives, Private Equity, Emerging Markets, Securities, Options, Investment Management, Valuation, Risk Management, Investment Strategies, Equity Valuation, Institutional..., Quantitative Analytics, High Yield, Fund Of Funds, Wealth Management, Investment Advisory..., Factset, Consumer Discretionary, Consumer Staples, Technology, ETFs, Internet & Media, Northfield Research, Datastream, Foreign Languages, Fundamental Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 1998
MBA, Finance & Accounting
The Catholic University of America 1990 — 1993
Bachelor of Arts (BA), Spanish Language and Finance
Tilton School 1988 — 1989
Birch Hill Investment Advisors LLC August 2013 - Present
Manulife Asset Management 2004 - March 2013
Manulife Asset Management August 2004 - May 2011
Thomas Weisel Partners 2002 - 2004
Baring Asset Management 2000 - 2001
Heritage Bank September 1998 - January 2000
Pioneer Investments September 1996 - June 1998
Skills
Bloomberg, Financial Modeling, Asset Management, Buy-side, Financial Analysis, Mutual Funds, Hedge Funds, Asset Allocation, Alternative Investments, Asset Managment, Investment Banking, Derivatives, Private Equity, Emerging Markets, Securities, Options, Investment Management, Valuation, Risk Management, Investment Strategies, Equity Valuation, Institutional..., Quantitative Analytics, High Yield, Fund Of Funds, Wealth Management, Investment Advisory..., Factset, Consumer Discretionary, Consumer Staples, Technology, ETFs, Internet & Media, Northfield Research, Datastream, Foreign Languages, Fundamental Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 1998
MBA, Finance & Accounting
The Catholic University of America 1990 — 1993
Bachelor of Arts (BA), Spanish Language and Finance
Tilton School 1988 — 1989
Stephen Bernhardt Stephen Bernhardt's Pioneer Investments Experience July 2003 - Present
Job Portfolio Manager at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments July 2003 - Present
AAM 2001 - 2002
Prudential Securities 1994 - 2000
Morgan Stanley Smith Barney 1988 - 1994
Dean Witter Reynolds 1984 - 1988
Skills
Fixed Income, Portfolio Management, Capital Markets, MBS, Bonds, Trading, Investments, Bloomberg, Asset Managment, Financial Modeling, Structured Products, Hedge Funds, Securities, Investment Banking, Asset Allocation, Equities, Alternative Investments, ABS, Structured Finance, Credit Derivatives
Education
Brown University 1980 — 1984
BA, Economics
Dedham High School 1976 — 1980
Pioneer Investments July 2003 - Present
AAM 2001 - 2002
Prudential Securities 1994 - 2000
Morgan Stanley Smith Barney 1988 - 1994
Dean Witter Reynolds 1984 - 1988
Skills
Fixed Income, Portfolio Management, Capital Markets, MBS, Bonds, Trading, Investments, Bloomberg, Asset Managment, Financial Modeling, Structured Products, Hedge Funds, Securities, Investment Banking, Asset Allocation, Equities, Alternative Investments, ABS, Structured Finance, Credit Derivatives
Education
Brown University 1980 — 1984
BA, Economics
Dedham High School 1976 — 1980
Casey Dylan, CIMA® Casey Dylan, CIMA®'s Pioneer Investments Experience January 2006 - March 2010
Job Senior Investment Consultant, Investment Specialist Group at Symmetry Partners
Industry Investment Management
Experience
Symmetry Partners January 2015 - Present
Empirica Solutions Group, Inc. March 2013 - January 2015
John Hancock Funds, LLC March 2010 - March 2013
Pioneer Investments January 2006 - March 2010
Pioneer Investments June 2004 - January 2006
WELLESLEY FINANCIAL GROUP January 2002 - June 2004
Skills
Public Speaking, Business Development, Mutual Funds, Series 7, Asset Allocation, Alternative Investments, Investments, Asset Managment, Wealth Management, Investment Advisory, Separately Managed..., Investment Strategies, Networking, Asset Management, Financial Advisory, Fixed Income, Portfolio Management
Education
Boston University Questrom School of Business 2004 — 2005
Master of Science, Investment Management
University of Colorado Boulder 1989 — 1993
Bachelor of Arts, History
Symmetry Partners January 2015 - Present
Empirica Solutions Group, Inc. March 2013 - January 2015
John Hancock Funds, LLC March 2010 - March 2013
Pioneer Investments January 2006 - March 2010
Pioneer Investments June 2004 - January 2006
WELLESLEY FINANCIAL GROUP January 2002 - June 2004
Skills
Public Speaking, Business Development, Mutual Funds, Series 7, Asset Allocation, Alternative Investments, Investments, Asset Managment, Wealth Management, Investment Advisory, Separately Managed..., Investment Strategies, Networking, Asset Management, Financial Advisory, Fixed Income, Portfolio Management
Education
Boston University Questrom School of Business 2004 — 2005
Master of Science, Investment Management
University of Colorado Boulder 1989 — 1993
Bachelor of Arts, History
Lauren Martino Lauren Martino's Pioneer Investments Experience January 2011 - June 2011
Job Portfolio Analyst at BNY Wealth Management
Industry Investment Management
Experience
BNY Mellon Wealth Management June 2012 - October 2014
Pioneer Investments January 2011 - June 2011
Carey & Company, P.C. October 2009 - June 2010
Pioneer Investments January 2009 - June 2009
Skills
Marketing Communications, Microsoft Office, Management, Marketing, Microsoft Excel, Attention To Detail, InDesign, Finance, PowerPoint, Project Management, Strong Proof-Reading..., SharePoint, Dreamweaver, WebTrends Analytics, SEI Trust 3000
Education
Boston University 2015 — 2016
Financial Planning
Northeastern University 2008 — 2012
BSBA
Scituate High School 2003 — 2007
High School Diploma
BNY Mellon Wealth Management June 2012 - October 2014
Pioneer Investments January 2011 - June 2011
Carey & Company, P.C. October 2009 - June 2010
Pioneer Investments January 2009 - June 2009
Skills
Marketing Communications, Microsoft Office, Management, Marketing, Microsoft Excel, Attention To Detail, InDesign, Finance, PowerPoint, Project Management, Strong Proof-Reading..., SharePoint, Dreamweaver, WebTrends Analytics, SEI Trust 3000
Education
Boston University 2015 — 2016
Financial Planning
Northeastern University 2008 — 2012
BSBA
Scituate High School 2003 — 2007
High School Diploma
Benjamin Kitchen's Pioneer Investments Experience July 2012 - October 2012
Job Practice Management Associate at AssetMark
Industry Financial Services
Experience
AssetMark March 2015 - Present
Public Consulting Group October 2013 - March 2015
Public Consulting Group January 2013 - October 2013
Pioneer Investments July 2012 - October 2012
Massachusetts House of Representatives February 2011 - May 2012
Skills
Project Management, Process Improvement, Financial Analysis, Strategic Planning, Research, Corporate Finance, Account Reconciliation, Microsoft Excel, Investment Knowledge, Oral & Written..., Customer Service, Client Relations Skills, Microsoft Dynamics, Microsoft Word, Windows, Billing Systems, PowerPoint, Presentations, DST, Analysis, Management, Business Analysis, Data Analysis, Finance, Leadership
Education
Boston University 2010 — 2012
Bachelor of Arts (B.A.), Political Science
AssetMark March 2015 - Present
Public Consulting Group October 2013 - March 2015
Public Consulting Group January 2013 - October 2013
Pioneer Investments July 2012 - October 2012
Massachusetts House of Representatives February 2011 - May 2012
Skills
Project Management, Process Improvement, Financial Analysis, Strategic Planning, Research, Corporate Finance, Account Reconciliation, Microsoft Excel, Investment Knowledge, Oral & Written..., Customer Service, Client Relations Skills, Microsoft Dynamics, Microsoft Word, Windows, Billing Systems, PowerPoint, Presentations, DST, Analysis, Management, Business Analysis, Data Analysis, Finance, Leadership
Education
Boston University 2010 — 2012
Bachelor of Arts (B.A.), Political Science
Virginia Tam's Pioneer Investments Experience April 2000 - June 2001
Job Accounting Manager at TNCI
Industry Telecommunications
Experience
TNCI June 2010 - Present
TNCI September 2006 - May 2010
TNCI March 2004 - August 2006
BearingPoint July 2002 - February 2004
BearingPoint July 2001 - June 2002
Pioneer Investments April 2000 - June 2001
Pioneer Investments August 1998 - April 2000
Mellon Bank June 1997 - July 1998
South Cove Community Health Center December 1995 - May 1997
Skills
Financial Reporting, Financial Analysis, Telecommunications, Analysis, Microsoft Excel, Budgets, Financial Modeling, Outlook, Microsoft Office, Microsoft Word, Management, Revenue Recognition, Sarbanes-Oxley Act, Fixed Assets, Variance Analysis, Consolidation, General Ledger, US GAAP, VoIP, Accruals, GAAP, Internal Controls, Account Reconciliation, SEC filings, Cost Accounting, Financial Statements, Great Plains Software, Accounts Payable, Team Building, Accounts Receivable, Sarbanes-Oxley, Accounting, Cash Flow
Education
Boston College 1993 — 1997
Bachelor's degree, Accounting, 3.40
TNCI June 2010 - Present
TNCI September 2006 - May 2010
TNCI March 2004 - August 2006
BearingPoint July 2002 - February 2004
BearingPoint July 2001 - June 2002
Pioneer Investments April 2000 - June 2001
Pioneer Investments August 1998 - April 2000
Mellon Bank June 1997 - July 1998
South Cove Community Health Center December 1995 - May 1997
Skills
Financial Reporting, Financial Analysis, Telecommunications, Analysis, Microsoft Excel, Budgets, Financial Modeling, Outlook, Microsoft Office, Microsoft Word, Management, Revenue Recognition, Sarbanes-Oxley Act, Fixed Assets, Variance Analysis, Consolidation, General Ledger, US GAAP, VoIP, Accruals, GAAP, Internal Controls, Account Reconciliation, SEC filings, Cost Accounting, Financial Statements, Great Plains Software, Accounts Payable, Team Building, Accounts Receivable, Sarbanes-Oxley, Accounting, Cash Flow
Education
Boston College 1993 — 1997
Bachelor's degree, Accounting, 3.40
Paul Mahan's Pioneer Investments Experience November 2004 - August 2010
Job SVP at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network November 2010 - Present
Pioneer Investments November 2004 - August 2010
Putnam Investments June 2000 - November 2004
Fidelity Investments October 1999 - June 2000
DWS Investments November 1989 - October 1999
Skills
Series 7, Mutual Funds, Series 63, Retirement Planning, Investments, Wealth Management, Retirement, Financial Services, Investment Advisory, 401k, Financial Advisory, Relationship Management, Defined Contribution, Employee Benefits, Retirement Plan..., Pensions, FINRA, Fixed Annuities, Investment Strategies, Series 6, Qualified Retirement..., Defined Benefit, Series 65, Uniform Combined State..., Series 24
Education
Boston College
Commonwealth Financial Network November 2010 - Present
Pioneer Investments November 2004 - August 2010
Putnam Investments June 2000 - November 2004
Fidelity Investments October 1999 - June 2000
DWS Investments November 1989 - October 1999
Skills
Series 7, Mutual Funds, Series 63, Retirement Planning, Investments, Wealth Management, Retirement, Financial Services, Investment Advisory, 401k, Financial Advisory, Relationship Management, Defined Contribution, Employee Benefits, Retirement Plan..., Pensions, FINRA, Fixed Annuities, Investment Strategies, Series 6, Qualified Retirement..., Defined Benefit, Series 65, Uniform Combined State..., Series 24
Education
Boston College
Matt Drury Matt Drury's Pioneer Investments Experience 2001 - 2004
Job Harbor Island Capital LLC
Industry Investment Management
Experience
Harbor Island Capital LLC July 2004 - Present
Pioneer Investments 2001 - 2004
Mellon Trust 1995 - 1999
Skills
Equity Research, Equities, Financial Modeling, Asset Managment, Portfolio Management, Investments, Securities, Financial Analysis, Asset Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2001
MBA
Fairfield University 1991 — 1995
Bachelor of Science (BS), Finance, General
Harbor Island Capital LLC July 2004 - Present
Pioneer Investments 2001 - 2004
Mellon Trust 1995 - 1999
Skills
Equity Research, Equities, Financial Modeling, Asset Managment, Portfolio Management, Investments, Securities, Financial Analysis, Asset Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2001
MBA
Fairfield University 1991 — 1995
Bachelor of Science (BS), Finance, General
Dagmara Frankowska's Pioneer Investments Experience 1988 - 2000
Job Vice President at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank August 2011 - Present
Southwest Securities December 2008 - July 2011
Snider Advisors February 2008 - November 2008
Commonwealth Financial Network March 2006 - August 2007
John Hancock October 2004 - February 2006
Pioneer Investments 1988 - 2000
Skills
Series 7, Securities
Education
Brandeis University
Deutsche Bank August 2011 - Present
Southwest Securities December 2008 - July 2011
Snider Advisors February 2008 - November 2008
Commonwealth Financial Network March 2006 - August 2007
John Hancock October 2004 - February 2006
Pioneer Investments 1988 - 2000
Skills
Series 7, Securities
Education
Brandeis University
Molly Conway, CFA's Pioneer Investments Experience January 2015 - Present
Job Vice President, Senior Business Development Officer at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments January 2015 - Present
Pioneer Investments May 2012 - December 2014
Pioneer Investments May 2011 - May 2012
Pioneer Investments February 2008 - May 2011
The Pea In Your Pants Gallery 2002 - 2009
Pioneer Investments May 2007 - February 2008
Skills
Series 7, Mutual Funds, Series 63, Series 6, Asset Allocation, Investments, FINRA, Asset Managment, 401k, Retirement Planning, ETFs, Equities, Asset Management, Investment Strategies, Retirement, Portfolio Management, Securities
Education
Boston College 2003 — 2007
B.S., Psychology
Lawrence Academy 1999 — 2003
Pioneer Investments January 2015 - Present
Pioneer Investments May 2012 - December 2014
Pioneer Investments May 2011 - May 2012
Pioneer Investments February 2008 - May 2011
The Pea In Your Pants Gallery 2002 - 2009
Pioneer Investments May 2007 - February 2008
Skills
Series 7, Mutual Funds, Series 63, Series 6, Asset Allocation, Investments, FINRA, Asset Managment, 401k, Retirement Planning, ETFs, Equities, Asset Management, Investment Strategies, Retirement, Portfolio Management, Securities
Education
Boston College 2003 — 2007
B.S., Psychology
Lawrence Academy 1999 — 2003
Christian Mango, AIF®, AIFA® Christian Mango, AIF®, AIFA®'s Pioneer Investments Experience April 2007 - May 2010
Job Vice President at BlackRock
Industry Investment Management
Experience
BlackRock June 2010 - Present
Pioneer Investments April 2007 - May 2010
Touchstone Investments August 2006 - April 2007
IXIS Asset Management November 2004 - August 2006
Salomon Smith Barney April 1996 - September 2001
Education
Boston College - Wallace E. Carroll Graduate School of Management 2003 — 2005
MBA, Finance
Lehigh University 1991 — 1995
BA, Economics
Lehigh University - College of Business and Economics 1991 — 1995
BA, Economics
Blair Academy 1990 — 1991
Darien High School 1986 — 1990
BlackRock June 2010 - Present
Pioneer Investments April 2007 - May 2010
Touchstone Investments August 2006 - April 2007
IXIS Asset Management November 2004 - August 2006
Salomon Smith Barney April 1996 - September 2001
Education
Boston College - Wallace E. Carroll Graduate School of Management 2003 — 2005
MBA, Finance
Lehigh University 1991 — 1995
BA, Economics
Lehigh University - College of Business and Economics 1991 — 1995
BA, Economics
Blair Academy 1990 — 1991
Darien High School 1986 — 1990
Peter Wiley, CFA Peter Wiley, CFA's Pioneer Investments Experience June 2006 - February 2011
Job Managing Director at West Branch Capital LLC
Industry Financial Services
Experience
West Branch Capital LLC September 2013 - Present
Blaine Capital Advisors LLC March 2011 - August 2013
Pioneer Investments June 2006 - February 2011
Trove Partners, LLC June 2002 - June 2006
Liberty Funds Group March 1999 - December 2001
State Street Global Advisors April 1997 - March 1999
Liberty Funds Group August 1992 - April 1997
State Street Bank March 1992 - August 1992
MIT Lincoln Laboratory September 1988 - March 1992
Skills
Statistics, Portfolio Management, Investment Strategies, Hedge Funds, Equities, Quantitative Analysis, Quantitative Research, Quantitative Modeling, Portfolio Optimization, Statistical Modeling, Model Portfolios, Mutual Funds, Institutional Investors, Alternative Investments, Investments, Investment Management, Securities, Equity Research, Bloomberg, Asset Managment, Quantitative Finance, Stock Picking, Financial Services, R, Financial Modeling, Wealth Management, Mergers & Acquisitions, Institutional..., Strategic Financial..., Quantitative Analytics, Finance, Asset Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1992 — 1994
MS, Finance
The Ohio State University 1986 — 1988
MS, Computer Science
University of Notre Dame 1982 — 1986
BS, Preprofessional Studies and Information Science
West Branch Capital LLC September 2013 - Present
Blaine Capital Advisors LLC March 2011 - August 2013
Pioneer Investments June 2006 - February 2011
Trove Partners, LLC June 2002 - June 2006
Liberty Funds Group March 1999 - December 2001
State Street Global Advisors April 1997 - March 1999
Liberty Funds Group August 1992 - April 1997
State Street Bank March 1992 - August 1992
MIT Lincoln Laboratory September 1988 - March 1992
Skills
Statistics, Portfolio Management, Investment Strategies, Hedge Funds, Equities, Quantitative Analysis, Quantitative Research, Quantitative Modeling, Portfolio Optimization, Statistical Modeling, Model Portfolios, Mutual Funds, Institutional Investors, Alternative Investments, Investments, Investment Management, Securities, Equity Research, Bloomberg, Asset Managment, Quantitative Finance, Stock Picking, Financial Services, R, Financial Modeling, Wealth Management, Mergers & Acquisitions, Institutional..., Strategic Financial..., Quantitative Analytics, Finance, Asset Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1992 — 1994
MS, Finance
The Ohio State University 1986 — 1988
MS, Computer Science
University of Notre Dame 1982 — 1986
BS, Preprofessional Studies and Information Science
Jim Dand Jim Dand's Pioneer Investments Experience March 2001 - June 2005
Job Software / Technology Leadership
Industry Computer Software
Experience
PowerPay September 2015 - Present
Walch Education July 2014 - June 2015
DeskNet Inc. June 2005 - May 2014
Self-Employed January 1998 - 2014
Pioneer Investments March 2001 - June 2005
Angry Salad February 1996 - June 2001
ON Technology November 1992 - February 1996
Skills
User Experience, User Interface, Team Leadership, Agile Application..., Product Management, Scrum Master, HTML, JavaScript, jQuery, CSS, XML, XSLT, User Interface Design, AJAX, GWT, Leadership, Mentoring Of Staff, Java, Management, Software Documentation, Product Evangelism, Web Development, PHP, Photoshop, Scrum, Agile Methodologies, Cloud Applications, Mercurial, Flash, ActionScript, Illustrator, Tutorials, Adobe Fireworks, Amazon Web Services..., Graphic Design, Problem Solving, Software Development, Web Applications, Databases, Consulting, Github, Public Speaking, Client Relations
Education
Brown University 1988 — 1992
BS, Electrical Engineering (Computers & Control Systems)
Phillips Academy 1986 — 1988
Silver Lake Regional High School 1984 — 1986
PowerPay September 2015 - Present
Walch Education July 2014 - June 2015
DeskNet Inc. June 2005 - May 2014
Self-Employed January 1998 - 2014
Pioneer Investments March 2001 - June 2005
Angry Salad February 1996 - June 2001
ON Technology November 1992 - February 1996
Skills
User Experience, User Interface, Team Leadership, Agile Application..., Product Management, Scrum Master, HTML, JavaScript, jQuery, CSS, XML, XSLT, User Interface Design, AJAX, GWT, Leadership, Mentoring Of Staff, Java, Management, Software Documentation, Product Evangelism, Web Development, PHP, Photoshop, Scrum, Agile Methodologies, Cloud Applications, Mercurial, Flash, ActionScript, Illustrator, Tutorials, Adobe Fireworks, Amazon Web Services..., Graphic Design, Problem Solving, Software Development, Web Applications, Databases, Consulting, Github, Public Speaking, Client Relations
Education
Brown University 1988 — 1992
BS, Electrical Engineering (Computers & Control Systems)
Phillips Academy 1986 — 1988
Silver Lake Regional High School 1984 — 1986
Saswato Roy's Pioneer Investments Experience February 2011 - March 2013
Job Analyst at NICE Actimize
Industry Computer Software
Experience
NICE Actimize January 2015 - Present
New York Life & MainStay Investments March 2013 - January 2015
Pioneer Investments February 2011 - March 2013
The Bulfinch Hotel May 2010 - December 2010
Boston University Educational Resources Library September 2006 - June 2010
Boston Red Sox Green Team September 2008 - October 2009
NJ Sharing Network June 2005 - September 2005
Skills
Series 7, Asset Allocation, Mutual Funds, Series 63, Quantitative Analytics, Boston Institute of..., Investments, Microsoft Excel, Oracle, Salesforce.com
Education
Boston University 2006 — 2010
Bachelor's degree, Applied Mathematics
Millburn High School 2002 — 2006
NICE Actimize January 2015 - Present
New York Life & MainStay Investments March 2013 - January 2015
Pioneer Investments February 2011 - March 2013
The Bulfinch Hotel May 2010 - December 2010
Boston University Educational Resources Library September 2006 - June 2010
Boston Red Sox Green Team September 2008 - October 2009
NJ Sharing Network June 2005 - September 2005
Skills
Series 7, Asset Allocation, Mutual Funds, Series 63, Quantitative Analytics, Boston Institute of..., Investments, Microsoft Excel, Oracle, Salesforce.com
Education
Boston University 2006 — 2010
Bachelor's degree, Applied Mathematics
Millburn High School 2002 — 2006
Mark Dacey's Pioneer Investments Experience January 2013 - June 2015
Job Senior Vice President, Head of Consultant Relations at Pyramis Global Advisors
Industry Investment Management
Experience
Pyramis Global Advisors June 2015 - Present
Pioneer Investments January 2013 - June 2015
State Street Global Advisors November 2009 - January 2013
State Street Global Advisors 1998 - 2009
Skills
Alternative Investments, Building Relationships, Institutional Investors, Fixed Income, Equities, Absolute Return, Relationship Marketing, Investment Management, Asset Allocation
Education
Boston College
Bachelor of Science (BS), Finance and Marketing
Framingham North High School
Pyramis Global Advisors June 2015 - Present
Pioneer Investments January 2013 - June 2015
State Street Global Advisors November 2009 - January 2013
State Street Global Advisors 1998 - 2009
Skills
Alternative Investments, Building Relationships, Institutional Investors, Fixed Income, Equities, Absolute Return, Relationship Marketing, Investment Management, Asset Allocation
Education
Boston College
Bachelor of Science (BS), Finance and Marketing
Framingham North High School
René Torgersen, CFA's Pioneer Investments Experience November 2007 - April 2012
Job Senior Analyst at Columbia Threadneedle Investments.
Industry Financial Services
Experience
Columbia Threadneedle Investments, US April 2012 - Present
Pioneer Investments November 2007 - April 2012
State Street Bank & Trust December 2005 - February 2007
State Street Bank & Trust March 2007 - 2007
Boston Capital Corporation August 2005 - December 2005
Radius Capital Managament June 2004 - August 2004
Suffolk University May 2002 - June 2003
Norwegian Air Force September 2000 - December 2001
NATO Stabilization Forces (Peacekeeping) March 1999 - August 2000
Norwegian Air Force July 1991 - March 1999
Education
Boston University Questrom School of Business 2003 — 2005
MBA
Boston University Questrom School of Business 2003 — 2005
MS
Suffolk University - Sawyer Business School 2002 — 2003
BSBA
Columbia Threadneedle Investments, US April 2012 - Present
Pioneer Investments November 2007 - April 2012
State Street Bank & Trust December 2005 - February 2007
State Street Bank & Trust March 2007 - 2007
Boston Capital Corporation August 2005 - December 2005
Radius Capital Managament June 2004 - August 2004
Suffolk University May 2002 - June 2003
Norwegian Air Force September 2000 - December 2001
NATO Stabilization Forces (Peacekeeping) March 1999 - August 2000
Norwegian Air Force July 1991 - March 1999
Education
Boston University Questrom School of Business 2003 — 2005
MBA
Boston University Questrom School of Business 2003 — 2005
MS
Suffolk University - Sawyer Business School 2002 — 2003
BSBA
Pete Isberg, CFA®, CIMA®, MBA's Pioneer Investments Experience February 1998 - February 2003
Job Executive Director Client Advisor, J.P. Morgan Funds
Industry Investment Management
Experience
J.P. Morgan Asset Management February 2003 - Present
Pioneer Investments February 1998 - February 2003
PaineWebber June 1996 - January 1998
Education
Boston University Questrom School of Business 2005 — 2008
MBA
Suffolk University 1994 — 1996
BS
J.P. Morgan Asset Management February 2003 - Present
Pioneer Investments February 1998 - February 2003
PaineWebber June 1996 - January 1998
Education
Boston University Questrom School of Business 2005 — 2008
MBA
Suffolk University 1994 — 1996
BS
William Connell's Pioneer Investments Experience 1999 - 2000
Job Client Service Manager at Canby Financial Advisors
Industry Investment Management
Experience
Canby Financial Advisors 2012 - Present
Fidelity Institutional Wealth Services July 2009 - March 2012
Fidelity Investments July 2006 - November 2008
Fidelity Family Office Services 2005 - 2006
Pioneer Investments 1999 - 2000
Skills
Financial Services, Business Analysis, Equities, Business Requirements, SDLC, Portfolio Management, Trading, Fixed Income, Mutual Funds, Requirements Gathering, Asset Managment, Requirements Analysis, Visio, Software Project..., Series 7
Education
Boston University 2009 — 2010
Certificate, Financial Planning
Suffolk University - Sawyer Business School 2007 — 2009
Master's Degree, Finance
Suffolk University - Sawyer Business School 1993 — 1998
Master of Business Administration (M.B.A.), Computer and Information Sciences, General
Stonehill College 1987 — 1991
BS, Economics
Canby Financial Advisors 2012 - Present
Fidelity Institutional Wealth Services July 2009 - March 2012
Fidelity Investments July 2006 - November 2008
Fidelity Family Office Services 2005 - 2006
Pioneer Investments 1999 - 2000
Skills
Financial Services, Business Analysis, Equities, Business Requirements, SDLC, Portfolio Management, Trading, Fixed Income, Mutual Funds, Requirements Gathering, Asset Managment, Requirements Analysis, Visio, Software Project..., Series 7
Education
Boston University 2009 — 2010
Certificate, Financial Planning
Suffolk University - Sawyer Business School 2007 — 2009
Master's Degree, Finance
Suffolk University - Sawyer Business School 1993 — 1998
Master of Business Administration (M.B.A.), Computer and Information Sciences, General
Stonehill College 1987 — 1991
BS, Economics
Michael Dirstine, CFA, CAIA's Pioneer Investments Experience June 2015 - Present
Job Senior Vice President at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments June 2015 - Present
Eaton Vance June 2012 - May 2015
State Street Global Advisors January 2005 - May 2012
State Street Research 2003 - 2005
Putnam Investments 1991 - 2003
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Fixed Income, Series 7, Institutional Sales, Investments, Investment Management, Financial Modeling, Equities, Investment Strategies, Series 63, Corporate Finance, Mutual Funds
Education
Boston College - Wallace E. Carroll Graduate School of Management 1994 — 1996
MS, Finance
University of Massachusetts Boston 1987 — 1991
BS, Management
Pioneer Investments June 2015 - Present
Eaton Vance June 2012 - May 2015
State Street Global Advisors January 2005 - May 2012
State Street Research 2003 - 2005
Putnam Investments 1991 - 2003
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Fixed Income, Series 7, Institutional Sales, Investments, Investment Management, Financial Modeling, Equities, Investment Strategies, Series 63, Corporate Finance, Mutual Funds
Education
Boston College - Wallace E. Carroll Graduate School of Management 1994 — 1996
MS, Finance
University of Massachusetts Boston 1987 — 1991
BS, Management
Debra Wekstein's Pioneer Investments Experience October 2014 - Present
Job Senior Compliance Consultant at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments October 2014 - Present
Pioneer Investments April 2013 - September 2014
Commonwealth Financial Network July 2006 - March 2012
Eaton Vance September 1996 - June 2006
Fidelity Investments July 1994 - August 1996
Skills
Uniform Combined State..., Series 24, FINRA, Securities, Series 7, Investments, Mutual Funds, Series 63
Education
Boston College Law School 1990 — 1993
JD, cum laude, Law
University of Michigan 1986 — 1989
B.A. magna cum laude, Political Science and Near Eastern Studies
Pioneer Investments October 2014 - Present
Pioneer Investments April 2013 - September 2014
Commonwealth Financial Network July 2006 - March 2012
Eaton Vance September 1996 - June 2006
Fidelity Investments July 1994 - August 1996
Skills
Uniform Combined State..., Series 24, FINRA, Securities, Series 7, Investments, Mutual Funds, Series 63
Education
Boston College Law School 1990 — 1993
JD, cum laude, Law
University of Michigan 1986 — 1989
B.A. magna cum laude, Political Science and Near Eastern Studies
Elizabeth Dahm Wang's Pioneer Investments Experience 1996 - 1998
Job Snr. Producer at Sony Computer Entertainment America LLC
Industry Entertainment
Experience
Sony Computer Entertainment America LLC April 2012 - Present
Activision Blizzard August 2009 - April 2012
7 Studios July 2004 - August 2009
World Poker Tour (WPT) Enterprises February 2003 - July 2004
Harcourt Online 1998 - 2000
Pioneer Investments 1996 - 1998
Simon & Schuster April 1995 - June 1996
Skills
Video Games, Game Development, Casual Games, Mobile Games, Gameplay, PS3, Game Design, Xbox 360, Wii, Social Games, Computer Games
Education
University of California, Los Angeles - The Anderson School of Management 2000 — 2002
Master of Business Administration (MBA), Business Administration and Management, General
Massachusetts College of Art and Design 1998 — 2000
Certificate, Graphic Design
Bowdoin College 1991 — 1994
BA, Studio Art, Minor Asian Studies
Winchester High School 1986 — 1990
High School Diploma
Sony Computer Entertainment America LLC April 2012 - Present
Activision Blizzard August 2009 - April 2012
7 Studios July 2004 - August 2009
World Poker Tour (WPT) Enterprises February 2003 - July 2004
Harcourt Online 1998 - 2000
Pioneer Investments 1996 - 1998
Simon & Schuster April 1995 - June 1996
Skills
Video Games, Game Development, Casual Games, Mobile Games, Gameplay, PS3, Game Design, Xbox 360, Wii, Social Games, Computer Games
Education
University of California, Los Angeles - The Anderson School of Management 2000 — 2002
Master of Business Administration (MBA), Business Administration and Management, General
Massachusetts College of Art and Design 1998 — 2000
Certificate, Graphic Design
Bowdoin College 1991 — 1994
BA, Studio Art, Minor Asian Studies
Winchester High School 1986 — 1990
High School Diploma
Jennifer Enos's Pioneer Investments Experience August 2010 - December 2010
Job Market Data Services Account Manager
Industry Logistics and Supply Chain
Experience
State Street April 2012 - Present
Pioneer Investments August 2010 - December 2010
The Playful Pup LLC October 2009 - July 2010
BTIG LLC March 2009 - September 2009
LaBranche Financial Services March 2007 - March 2009
Natixis Global Asset Management September 2005 - November 2006
Deutsche Bank March 2003 - September 2005
Sapers & Wallack Advisors June 2002 - January 2003
Gruntal & Co July 2000 - September 2001
Fahnestock & Co June 1995 - May 2000
Skills
Securities, Trading, Equities, Financial Services, Investments, Equity Trading, FINRA, Electronic Trading, Negotiation, Mutual Funds, Trading Systems, Conflict Resolution, Bloomberg, Capital Markets, Vendor Relationships, Analysis, Business Analysis, Microsoft Excel, Microsoft Office, Competitive Analysis, Strategic Planning, Procurement, Supply Chain, Contract Negotiation, Contract Management, Strategic Sourcing, Financial Risk, Vendor Management
Education
Boston University 1992 — 1995
Bachelor of Arts, Liberal Arts and Sciences/Liberal Studies
State Street April 2012 - Present
Pioneer Investments August 2010 - December 2010
The Playful Pup LLC October 2009 - July 2010
BTIG LLC March 2009 - September 2009
LaBranche Financial Services March 2007 - March 2009
Natixis Global Asset Management September 2005 - November 2006
Deutsche Bank March 2003 - September 2005
Sapers & Wallack Advisors June 2002 - January 2003
Gruntal & Co July 2000 - September 2001
Fahnestock & Co June 1995 - May 2000
Skills
Securities, Trading, Equities, Financial Services, Investments, Equity Trading, FINRA, Electronic Trading, Negotiation, Mutual Funds, Trading Systems, Conflict Resolution, Bloomberg, Capital Markets, Vendor Relationships, Analysis, Business Analysis, Microsoft Excel, Microsoft Office, Competitive Analysis, Strategic Planning, Procurement, Supply Chain, Contract Negotiation, Contract Management, Strategic Sourcing, Financial Risk, Vendor Management
Education
Boston University 1992 — 1995
Bachelor of Arts, Liberal Arts and Sciences/Liberal Studies
Joyce Seid Wagner's Pioneer Investments Experience 1996 - 1998
Job at
Industry Marketing and Advertising
Experience
Wells Fargo April 2015 - Present
Propane Studio September 2013 - March 2015
MRM Worldwide November 2003 - August 2013
Fidelity Investments 2000 - 2003
Grey Entertainment 1998 - 2000
Pioneer Investments 1996 - 1998
Skills
Digital Strategy, Integrated Marketing, Digital Marketing, Interactive Marketing, Online Advertising, Direct Marketing, Mobile Marketing, Marketing, Interactive Advertising, Customer Insight, Digital Media, Creative Strategy, Advertising, Direct Mail, Media Planning
Education
Boston University 1994 — 1998
Bachelor of Science, Mass Communications
Wells Fargo April 2015 - Present
Propane Studio September 2013 - March 2015
MRM Worldwide November 2003 - August 2013
Fidelity Investments 2000 - 2003
Grey Entertainment 1998 - 2000
Pioneer Investments 1996 - 1998
Skills
Digital Strategy, Integrated Marketing, Digital Marketing, Interactive Marketing, Online Advertising, Direct Marketing, Mobile Marketing, Marketing, Interactive Advertising, Customer Insight, Digital Media, Creative Strategy, Advertising, Direct Mail, Media Planning
Education
Boston University 1994 — 1998
Bachelor of Science, Mass Communications
Maureen Eskinazi's Pioneer Investments Experience 2003 - Present
Job Senior Manager, PMA at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments 2003 - Present
PFPC 1997 - 2003
Blue Cross Blue Shield of Massachusetts 1993 - 1996
Skills
Mutual Funds, Project Management, Project Development, Technical Writing, Financial Services, Financial Analysis, Vendor Management, Business Analysis, Risk Management, Customer Service, Process Improvement, Management, Leadership, Analysis, SDLC
Education
Boston University
Bachelor of Science Public Communications; Spanish minor, Magna Cum Laude
Pioneer Investments 2003 - Present
PFPC 1997 - 2003
Blue Cross Blue Shield of Massachusetts 1993 - 1996
Skills
Mutual Funds, Project Management, Project Development, Technical Writing, Financial Services, Financial Analysis, Vendor Management, Business Analysis, Risk Management, Customer Service, Process Improvement, Management, Leadership, Analysis, SDLC
Education
Boston University
Bachelor of Science Public Communications; Spanish minor, Magna Cum Laude
Chris Saulnier's Pioneer Investments Experience May 2015 - Present
Job Vice President Head of Product Management at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments May 2015 - Present
Pioneer Investments September 2008 - April 2015
Pioneer Investments March 2007 - September 2008
Pioneer Investments November 2002 - March 2007
Scudder Investments March 1998 - November 2002
JPMorgan Chase December 1991 - March 1998
Skills
Fixed Income, Mutual Funds, Asset Managment, Investments, Equities, Portfolio Management, Risk Management, Alternative Investments, Finance, Financial Reporting, Bonds, Financial Services, Investment Advisory, Investment Strategies, Asset Management, Financial Analysis, Financial Markets, Investment Management, Asset Allocation, Valuation, Corporate Finance, 401k, Relationship Management, Wealth Management, Cash Management, Uniform Combined State..., Strategic Financial..., Financial Advisory, Separately Managed..., Retirement Planning, Financial Risk, ETFs, Private Equity, Treasury Management, Financial Planning
Education
Boston University Questrom School of Business 1996 — 2000
MBA, Finance
Providence College 1986 — 1990
MS, Finance
Pioneer Investments May 2015 - Present
Pioneer Investments September 2008 - April 2015
Pioneer Investments March 2007 - September 2008
Pioneer Investments November 2002 - March 2007
Scudder Investments March 1998 - November 2002
JPMorgan Chase December 1991 - March 1998
Skills
Fixed Income, Mutual Funds, Asset Managment, Investments, Equities, Portfolio Management, Risk Management, Alternative Investments, Finance, Financial Reporting, Bonds, Financial Services, Investment Advisory, Investment Strategies, Asset Management, Financial Analysis, Financial Markets, Investment Management, Asset Allocation, Valuation, Corporate Finance, 401k, Relationship Management, Wealth Management, Cash Management, Uniform Combined State..., Strategic Financial..., Financial Advisory, Separately Managed..., Retirement Planning, Financial Risk, ETFs, Private Equity, Treasury Management, Financial Planning
Education
Boston University Questrom School of Business 1996 — 2000
MBA, Finance
Providence College 1986 — 1990
MS, Finance
Ed Wisialko's Pioneer Investments Experience 2000 - 2003
Job Vice President, PineBridge Investments
Industry Investment Management
Experience
PineBridge Investments November 2003 - Present
AIG Investments 2003 - 2009
AIG 2003 - 2009
AIG 2003 - 2009
Pioneer Investments 2000 - 2003
PaineWebber 1989 - 1995
Skills
Equities, Alternative Investments, Asset Managment, Hedge Funds, Mutual Funds, Portfolio Management, Investment Management, Investments, Asset Allocation, Fund Of Funds, Securities, Asset Management, Financial Services, Bloomberg, Financial Modeling, Fixed Income, Private Equity, Risk Management, Series 7, Investment Strategies, Emerging Markets, Series 63
Education
Boston College 1982 — 1986
BS, Marketing
PineBridge Investments November 2003 - Present
AIG Investments 2003 - 2009
AIG 2003 - 2009
AIG 2003 - 2009
Pioneer Investments 2000 - 2003
PaineWebber 1989 - 1995
Skills
Equities, Alternative Investments, Asset Managment, Hedge Funds, Mutual Funds, Portfolio Management, Investment Management, Investments, Asset Allocation, Fund Of Funds, Securities, Asset Management, Financial Services, Bloomberg, Financial Modeling, Fixed Income, Private Equity, Risk Management, Series 7, Investment Strategies, Emerging Markets, Series 63
Education
Boston College 1982 — 1986
BS, Marketing
Karen Morehouse's Pioneer Investments Experience 1998 - 2000
Job Investment Management Professional
Industry Investment Management
Experience
Commonfund April 2010 - October 2012
Morgan Stanley Investment Management July 2006 - January 2010
Wellington Management Company, LLC June 2003 - June 2006
Aberdeen Group April 2000 - October 2001
Pioneer Investments 1998 - 2000
Education
Boston University - School of Management 1995 — 1999
BS, Business Administration
Dublin City University 1998 — 1998
Study Abroad Program, International Business
Commonfund April 2010 - October 2012
Morgan Stanley Investment Management July 2006 - January 2010
Wellington Management Company, LLC June 2003 - June 2006
Aberdeen Group April 2000 - October 2001
Pioneer Investments 1998 - 2000
Education
Boston University - School of Management 1995 — 1999
BS, Business Administration
Dublin City University 1998 — 1998
Study Abroad Program, International Business
Brendan M. Gill's Pioneer Investments Experience May 1994 - May 2001
Job Senior Vice President, National Accounts at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman August 2012 - Present
MFS Investment Management January 2006 - August 2012
John A. Levin & Co. January 2004 - January 2006
Delaware Investments May 2001 - January 2004
Pioneer Investments May 1994 - May 2001
Skills
Separately Managed..., Series 7, Mutual Funds, Series 63, Alternative Investments, Asset Allocation, Series 6, Investments, Asset Managment, Investment Strategies, Hedge Funds, Securities, FINRA, Equities, Investment Management, Series 24
Education
Boston College - Wallace E. Carroll Graduate School of Management 1989 — 1993
Bachelor of Science (BS), Human Resources Management
Neuberger Berman August 2012 - Present
MFS Investment Management January 2006 - August 2012
John A. Levin & Co. January 2004 - January 2006
Delaware Investments May 2001 - January 2004
Pioneer Investments May 1994 - May 2001
Skills
Separately Managed..., Series 7, Mutual Funds, Series 63, Alternative Investments, Asset Allocation, Series 6, Investments, Asset Managment, Investment Strategies, Hedge Funds, Securities, FINRA, Equities, Investment Management, Series 24
Education
Boston College - Wallace E. Carroll Graduate School of Management 1989 — 1993
Bachelor of Science (BS), Human Resources Management
David Keegan, CFA's Pioneer Investments Experience October 2003 - September 2007
Job MBS Modeling Analyst at US Bank
Industry Financial Services
Experience
US Bank October 2007 - Present
Pioneer Investments October 2003 - September 2007
Education
Boston University Questrom School of Business 1999 — 2003
US Bank October 2007 - Present
Pioneer Investments October 2003 - September 2007
Education
Boston University Questrom School of Business 1999 — 2003
Amy Langford's Pioneer Investments Experience June 1999 - September 2000
Job Institutional Client Services Specialist at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc September 2014 - Present
Envestnet, Inc July 2012 - September 2012
Envestnet Asset Management June 2010 - June 2012
FundQuest December 2004 - June 2010
FundQuest December 2002 - December 2004
FundQuest September 2000 - December 2002
Pioneer Investments June 1999 - September 2000
Skills
Bloomberg, Vendor Management, Disaster Recovery, Business Analysis, Relationship Management, Data Center, Securities, Training, Financial Services
Education
Bridgewater State College 1990 — 1994
Bachelor of Arts (B.A.), Psychology
Bridgewater State College
Envestnet, Inc September 2014 - Present
Envestnet, Inc July 2012 - September 2012
Envestnet Asset Management June 2010 - June 2012
FundQuest December 2004 - June 2010
FundQuest December 2002 - December 2004
FundQuest September 2000 - December 2002
Pioneer Investments June 1999 - September 2000
Skills
Bloomberg, Vendor Management, Disaster Recovery, Business Analysis, Relationship Management, Data Center, Securities, Training, Financial Services
Education
Bridgewater State College 1990 — 1994
Bachelor of Arts (B.A.), Psychology
Bridgewater State College
Chris Fay's Pioneer Investments Experience January 2006 - February 2013
Job Portfolio Manager / Senior Analyst
Industry Investment Management
Experience
BNP Paribas Asset Management March 2013 - Present
Pioneer Investments January 2006 - February 2013
Leerink Swann / MEDACorp 2001 - 2006
Kendall Strategies 1999 - 2001
Massachusetts Department of Public Health 1998 - 1999
Massachusetts Department of Public Health 1996 - 1998
Massachusetts Department of Public Health 1995 - 1996
Skills
Biotechnology, Valuation, Generics, Financial Modeling, Investments, Pharmaceuticals, Consulting, Lifesciences, Management, Due Diligence, Investment Banking, Equities, Portfolio Management
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Finance
Boston University School of Public Health
MPH, Health Policy
Loyola University of Chicago
MS, Biology
The George Washington University
BA, Economics
New Trier High School- Winnetka , Il
BNP Paribas Asset Management March 2013 - Present
Pioneer Investments January 2006 - February 2013
Leerink Swann / MEDACorp 2001 - 2006
Kendall Strategies 1999 - 2001
Massachusetts Department of Public Health 1998 - 1999
Massachusetts Department of Public Health 1996 - 1998
Massachusetts Department of Public Health 1995 - 1996
Skills
Biotechnology, Valuation, Generics, Financial Modeling, Investments, Pharmaceuticals, Consulting, Lifesciences, Management, Due Diligence, Investment Banking, Equities, Portfolio Management
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Finance
Boston University School of Public Health
MPH, Health Policy
Loyola University of Chicago
MS, Biology
The George Washington University
BA, Economics
New Trier High School- Winnetka , Il
Tonia Eslami's Pioneer Investments Experience 2010 - Present
Job Global Data Program Manager at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments 2010 - Present
Pioneer Investments 2001 - 2009
Skills
SDLC, Stakeholder Management, MS Project, Software Project..., Business Analysis, Visio, Process Improvement, Vendor Management, Test Management, Requirements Analysis, Project Management, Agile Methodologies, Management, Software Development, Requirements Gathering, Business Requirements, PMO, Quality Assurance, Databases, Integration, Enterprise Architecture, SharePoint, Data Warehousing, CRM, IT Strategy, Change Management, Testing, Risk Management, PL/SQL, IT Management, XML, Analysis, Software Documentation, SQL, Business Process, Microsoft SQL Server, Project Delivery, Disaster Recovery, Financial Services, Oracle, Test Planning, Systems Analysis, User Acceptance Testing, Outsourcing
Education
Bridgewater State University 1992 — 1996
Pioneer Investments 2010 - Present
Pioneer Investments 2001 - 2009
Skills
SDLC, Stakeholder Management, MS Project, Software Project..., Business Analysis, Visio, Process Improvement, Vendor Management, Test Management, Requirements Analysis, Project Management, Agile Methodologies, Management, Software Development, Requirements Gathering, Business Requirements, PMO, Quality Assurance, Databases, Integration, Enterprise Architecture, SharePoint, Data Warehousing, CRM, IT Strategy, Change Management, Testing, Risk Management, PL/SQL, IT Management, XML, Analysis, Software Documentation, SQL, Business Process, Microsoft SQL Server, Project Delivery, Disaster Recovery, Financial Services, Oracle, Test Planning, Systems Analysis, User Acceptance Testing, Outsourcing
Education
Bridgewater State University 1992 — 1996
Gabriella Spatolisano's Pioneer Investments Experience September 2003 - November 2008
Job QA Manager at ARCHIBUS, Inc.
Industry Computer Software
Experience
ARCHIBUS, Inc. November 2010 - Present
Blue Cross Blue Shield MA November 2008 - November 2010
Pioneer Investments September 2003 - November 2008
FTP Software 1995 - 1998
Skills
Test Planning, Testing, Quality Assurance, Agile Methodologies, Test Management, SDLC, Microsoft SQL Server, Change Management, Regression Testing, Process Improvement, Web Services, Java, JavaScript, Oracle, Business Analysis, Software Development, Software Project..., SQL, Project Portfolio..., Software Development..., Automation, Outsourcing Management, Software..., Amazon Web Services, Apple, Android and...
Education
American Society of Quality 2004 — 2004
Quality Manager certification
Harvard Extension 2001 — 2002
Chinese, Chinese Language and Literature
Harvard Extension 2000 — 2000
Fundamental of Linguistic, Linguistics
Boston University 1994 — 1994
Semester: Programming in C, Computer Science
Università degli Studi di Roma 'La Sapienza' 1977 — 1983
Degree on Mathematics, Algebra and Geometry
ARCHIBUS, Inc. November 2010 - Present
Blue Cross Blue Shield MA November 2008 - November 2010
Pioneer Investments September 2003 - November 2008
FTP Software 1995 - 1998
Skills
Test Planning, Testing, Quality Assurance, Agile Methodologies, Test Management, SDLC, Microsoft SQL Server, Change Management, Regression Testing, Process Improvement, Web Services, Java, JavaScript, Oracle, Business Analysis, Software Development, Software Project..., SQL, Project Portfolio..., Software Development..., Automation, Outsourcing Management, Software..., Amazon Web Services, Apple, Android and...
Education
American Society of Quality 2004 — 2004
Quality Manager certification
Harvard Extension 2001 — 2002
Chinese, Chinese Language and Literature
Harvard Extension 2000 — 2000
Fundamental of Linguistic, Linguistics
Boston University 1994 — 1994
Semester: Programming in C, Computer Science
Università degli Studi di Roma 'La Sapienza' 1977 — 1983
Degree on Mathematics, Algebra and Geometry
Jon Sharkey's Pioneer Investments Experience September 2006 - Present
Job Portfolio Manager at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments September 2006 - Present
Putnam Investments February 2002 - September 2006
Cypress Tree Investments September 1999 - February 2002
Bank Boston August 1994 - September 1999
Bank of New England 1987 - 1992
Education
University of Notre Dame - Mendoza College of Business 1992 — 1994
MBA, Marketing and Finance
Bowdoin College 1983 — 1987
BA, Economics and Government
Pioneer Investments September 2006 - Present
Putnam Investments February 2002 - September 2006
Cypress Tree Investments September 1999 - February 2002
Bank Boston August 1994 - September 1999
Bank of New England 1987 - 1992
Education
University of Notre Dame - Mendoza College of Business 1992 — 1994
MBA, Marketing and Finance
Bowdoin College 1983 — 1987
BA, Economics and Government
Julie Madjar's Pioneer Investments Experience 2002 - April 2014
Job Sr Compensation Specialist at Akamai Technologies
Industry Information Technology and Services
Experience
Akamai Technologies May 2014 - Present
Boston Ballet Volunteer Association 2009 - Present
Pioneer Investments 2002 - April 2014
Fidelity Investments 1999 - 2002
Skills
Deferred Compensation, Base Pay Administration, Compensation Structures, Salary Review, Incentive Programs, Performance Management, Job Evaluation, HRIS, Human Resources, Talent Acquisition, Compensation
Education
Boston College 1991 — 1995
Bachelor of Science (BS), Organizational Behavior Studies
Boston College
Akamai Technologies May 2014 - Present
Boston Ballet Volunteer Association 2009 - Present
Pioneer Investments 2002 - April 2014
Fidelity Investments 1999 - 2002
Skills
Deferred Compensation, Base Pay Administration, Compensation Structures, Salary Review, Incentive Programs, Performance Management, Job Evaluation, HRIS, Human Resources, Talent Acquisition, Compensation
Education
Boston College 1991 — 1995
Bachelor of Science (BS), Organizational Behavior Studies
Boston College
Sarah Lewis's Pioneer Investments Experience April 2014 - Present
Job Senior Portfolio Analyst at Pioneer Investments
Industry Investment Management
Experience
Pioneer Investments April 2014 - Present
Pioneer Investments March 2008 - April 2014
Pioneer Investments October 2006 - March 2008
State Street Bank August 2005 - October 2006
Skills
Investments, Portfolio Management, Fixed Income, Mutual Funds, Equities, Bloomberg, BlackRock Aladdin, Charles River IMS
Education
Boston College 2001 — 2005
Bachelor’s Degree, Economics, French
Pioneer Investments April 2014 - Present
Pioneer Investments March 2008 - April 2014
Pioneer Investments October 2006 - March 2008
State Street Bank August 2005 - October 2006
Skills
Investments, Portfolio Management, Fixed Income, Mutual Funds, Equities, Bloomberg, BlackRock Aladdin, Charles River IMS
Education
Boston College 2001 — 2005
Bachelor’s Degree, Economics, French
Synath (Nat) DeLorie's Pioneer Investments Experience 2004 - 2010
Job Business Systems Consultant at Wells Capital Management
Industry Financial Services
Experience
Wells Capital Management September 2011 - Present
Geode Capital Management September 2010 - August 2011
Pioneer Investments 2004 - 2010
Skills
Fixed Income, Derivatives, Trading Systems, Bloomberg, Equities, Market Data, Hedge Funds, Asset Management, Equity Trading, Electronic Trading, Mutual Funds, Options, Securities, Trading, Back Office
Education
Bridgewater State University
Bachelor Degree, Computer Science
Wells Capital Management September 2011 - Present
Geode Capital Management September 2010 - August 2011
Pioneer Investments 2004 - 2010
Skills
Fixed Income, Derivatives, Trading Systems, Bloomberg, Equities, Market Data, Hedge Funds, Asset Management, Equity Trading, Electronic Trading, Mutual Funds, Options, Securities, Trading, Back Office
Education
Bridgewater State University
Bachelor Degree, Computer Science
Nelson Ra's Pioneer Investments Experience February 2002 - October 2002
Job Vice President, Product Development at State Street Global Markets
Industry Financial Services
Experience
State Street Corp April 2007 - Present
Eze Castle Software October 2003 - April 2007
Deutsche Bank October 2002 - October 2003
Pioneer Investments February 2002 - October 2002
Fidelity Investments June 2000 - August 2001
Skills
Hedge Funds, Product Management, Integration, Portfolio Management, Product Development, Trading Systems, Equities, Financial Markets, Financial Services, Derivatives, Fixed Income, Agile Methodologies, Electronic Trading, Bloomberg, Business Analysis
Education
Boston University Questrom School of Business 1996 — 2000
BS
State Street Corp April 2007 - Present
Eze Castle Software October 2003 - April 2007
Deutsche Bank October 2002 - October 2003
Pioneer Investments February 2002 - October 2002
Fidelity Investments June 2000 - August 2001
Skills
Hedge Funds, Product Management, Integration, Portfolio Management, Product Development, Trading Systems, Equities, Financial Markets, Financial Services, Derivatives, Fixed Income, Agile Methodologies, Electronic Trading, Bloomberg, Business Analysis
Education
Boston University Questrom School of Business 1996 — 2000
BS
Ben Zhao's Pioneer Investments Experience 1999 - 2000
Job CEO，中国智慧城市投资控股有限公司
Industry Computer Software
Experience
中国智慧城市投资控股有限公司 August 2014 - Present
SYGMART International January 2011 - Present
Thomson Financial January 2011 - August 2011
Iron Mountain 2005 - 2006
RulesPower 2003 - 2004
PurechaseSoft 2002 - 2002
CornerStone Brands/ HSN, Inc 2000 - 2001
Pioneer Investments 1999 - 2000
Politzer & HANEY/ ACI Worldwide 1997 - 1999
IIT, Inc. 1990 - 1997
Skills
Software Development, Enterprise Architecture, Agile Methodologies, Java, Scrum, SaaS, Cloud Computing, IT Strategy, JavaScript, SQL, Start-ups, Enterprise Software, Architectures, Data Warehousing, E-commerce, SOA, Integration, Architecture, Web Services
Education
Boston University 1986 — 1993
Ph.D., Computer Science
Beijing University 1978 — 1982
Bachelor of Arts (B.A.), Computer Science
中国智慧城市投资控股有限公司 August 2014 - Present
SYGMART International January 2011 - Present
Thomson Financial January 2011 - August 2011
Iron Mountain 2005 - 2006
RulesPower 2003 - 2004
PurechaseSoft 2002 - 2002
CornerStone Brands/ HSN, Inc 2000 - 2001
Pioneer Investments 1999 - 2000
Politzer & HANEY/ ACI Worldwide 1997 - 1999
IIT, Inc. 1990 - 1997
Skills
Software Development, Enterprise Architecture, Agile Methodologies, Java, Scrum, SaaS, Cloud Computing, IT Strategy, JavaScript, SQL, Start-ups, Enterprise Software, Architectures, Data Warehousing, E-commerce, SOA, Integration, Architecture, Web Services
Education
Boston University 1986 — 1993
Ph.D., Computer Science
Beijing University 1978 — 1982
Bachelor of Arts (B.A.), Computer Science
Leslie (Hanna) Casey's Pioneer Investments Experience 2005 - 2006
Job Communications and Digital Strategy Manager at Northeastern University, College of Social Sciences and Humanities
Industry Higher Education
Experience
Northeastern University, College of Social Sciences and Humanities December 2014 - Present
Northeastern University, College of Social Sciences and Humanities August 2012 - November 2014
America East Conference August 2007 - July 2012
New England Sports Network 2007 - 2007
Boston College 2006 - 2007
Pioneer Investments 2005 - 2006
Skills
Social Media, Graphic Design, Streaming Media, Media Relations, Public Relations, Website Development, Web Content, Publicity, Public Speaking, Facebook, Social Networking, Editing, Press Releases, Sports, Event Planning, Blogging
Education
D'Amore-McKim School of Business at Northeastern University 2015 — 2018
Master of Business Administration (M.B.A.), Marketing Concentration
D'Amore-McKim School of Business at Northeastern University 2013 — 2014
Graduate Certificate, Business Administration, MBA Track
Boston University 2002 — 2006
B.S., Communications with specialization in public relations
Northeastern University, College of Social Sciences and Humanities December 2014 - Present
Northeastern University, College of Social Sciences and Humanities August 2012 - November 2014
America East Conference August 2007 - July 2012
New England Sports Network 2007 - 2007
Boston College 2006 - 2007
Pioneer Investments 2005 - 2006
Skills
Social Media, Graphic Design, Streaming Media, Media Relations, Public Relations, Website Development, Web Content, Publicity, Public Speaking, Facebook, Social Networking, Editing, Press Releases, Sports, Event Planning, Blogging
Education
D'Amore-McKim School of Business at Northeastern University 2015 — 2018
Master of Business Administration (M.B.A.), Marketing Concentration
D'Amore-McKim School of Business at Northeastern University 2013 — 2014
Graduate Certificate, Business Administration, MBA Track
Boston University 2002 — 2006
B.S., Communications with specialization in public relations
Noah Hendy's Pioneer Investments Experience 2001 - 2003
Job Director, Talent Acquisition at Liberty Mutual Insurance
Industry Human Resources
Experience
Liberty Mutual Insurance July 2014 - Present
Liberty Mutual Insurance November 2010 - July 2014
John Hancock March 2009 - November 2010
John Hancock Financial Services September 2007 - February 2009
John Hancock November 2002 - September 2007
Pioneer Investments 2001 - 2003
Beth Israel Deaconess Medical Center 1999 - 2000
Skills
HRIS, Metrics, Talent Management, Business Analysis, Analysis, Workforce Planning, Talent Assessment, Presentation Development, Organizational Design, Job Descriptions, Compensation, Performance Management, Employee Surveys, Business Relationship..., HR Strategy, Personnel Management, Strategic Planning, Recruiting, Employee Relations, Employee Engagement, Human Resources
Education
Boston University 1995 — 1999
BA, Psychology
Liberty Mutual Insurance July 2014 - Present
Liberty Mutual Insurance November 2010 - July 2014
John Hancock March 2009 - November 2010
John Hancock Financial Services September 2007 - February 2009
John Hancock November 2002 - September 2007
Pioneer Investments 2001 - 2003
Beth Israel Deaconess Medical Center 1999 - 2000
Skills
HRIS, Metrics, Talent Management, Business Analysis, Analysis, Workforce Planning, Talent Assessment, Presentation Development, Organizational Design, Job Descriptions, Compensation, Performance Management, Employee Surveys, Business Relationship..., HR Strategy, Personnel Management, Strategic Planning, Recruiting, Employee Relations, Employee Engagement, Human Resources
Education
Boston University 1995 — 1999
BA, Psychology
Andrea Raphael's Pioneer Investments Experience 1993 - April 1997
Job Managing Director, Corporate Communications at Goldman Sachs
Industry Public Relations and Communications
Experience
Goldman Sachs April 2000 - Present
DKC April 1998 - March 2000
WT Blase & Associates June 1997 - April 1998
Pioneer Investments 1993 - April 1997
Skills
Corporate Communications, Crisis Communications, Strategic Communications, Media Relations, Internal Communications, Press Releases, Social Media Marketing, Public Relations, Newsletters, New Media, Reputation Management, Communication Training, Thought Leadership, Investor Relations, Journalism, Crisis Management, Editing, Marketing Communications
Education
Boston University 1988 — 1992
Bachelor of Science, College of Communication
EFAP - Ecole Française des Attachés de Presse 1991 — 1991
Economic Union Formation; French Literature
Goldman Sachs April 2000 - Present
DKC April 1998 - March 2000
WT Blase & Associates June 1997 - April 1998
Pioneer Investments 1993 - April 1997
Skills
Corporate Communications, Crisis Communications, Strategic Communications, Media Relations, Internal Communications, Press Releases, Social Media Marketing, Public Relations, Newsletters, New Media, Reputation Management, Communication Training, Thought Leadership, Investor Relations, Journalism, Crisis Management, Editing, Marketing Communications
Education
Boston University 1988 — 1992
Bachelor of Science, College of Communication
EFAP - Ecole Française des Attachés de Presse 1991 — 1991
Economic Union Formation; French Literature
Stephanie Gray-Ruggiero's Pioneer Investments Experience September 2004 - Present
Job senior mutual fund tax accountant at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments September 2004 - Present
State Street September 2002 - September 2004
Education
Boston University 2001 — 2003
Masters in Financial Economics
Merrimack College 1995 — 1999
Pioneer Investments September 2004 - Present
State Street September 2002 - September 2004
Education
Boston University 2001 — 2003
Masters in Financial Economics
Merrimack College 1995 — 1999
Paul Mahan's Pioneer Investments Experience March 2004 - Present
Job Vice President, Strategic Alliances at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments March 2004 - Present
Education
Boston College
Pioneer Investments March 2004 - Present
Education
Boston College
Gregory Supple, CIMA®'s Pioneer Investments Experience 1996 - 2000
Job Regional Consultant at Thornburg Investment Management
Industry Financial Services
Experience
Thornburg Investment Management August 2005 - Present
Lincoln Financial Distributors August 2000 - October 2001
Pioneer Investments 1996 - 2000
Skills
Investment Advisory, Equities, Portfolio Management, Business Development, Securities, Investment Strategies, Series 63, Fixed Annuities, ETFs, Financial Services, 401k, Investment Management, Competitive Analysis, Investments, Mutual Funds, Series 7, Asset Allocation
Education
Boston College
BA, History
Thornburg Investment Management August 2005 - Present
Lincoln Financial Distributors August 2000 - October 2001
Pioneer Investments 1996 - 2000
Skills
Investment Advisory, Equities, Portfolio Management, Business Development, Securities, Investment Strategies, Series 63, Fixed Annuities, ETFs, Financial Services, 401k, Investment Management, Competitive Analysis, Investments, Mutual Funds, Series 7, Asset Allocation
Education
Boston College
BA, History
Lizanne (Stapleton) Freda's Pioneer Investments Experience February 1991 - June 1999
Job Relocation Manager at Coldwell Banker Residential Brokerage
Industry Real Estate
Experience
Coldwell Banker Residential Brokerage January 2006 - Present
Coldwell Banker Residential Brokerage October 2004 - January 2006
Coldwell Banker Residential Brokerage April 2002 - July 2004
Navigant International November 1999 - August 2001
Pioneer Investments February 1991 - June 1999
Pioneer Investments April 1989 - February 1991
Skills
Relocation, Relocations, Real Estate, Travel Management, International Settling..., Real Estate - Rental..., Office Services
Education
Boston College 1987 — 1991
Bachelor of Arts, Communication and Media Studies
Katherine Gibbs School 1985 — 1986
Administrative Assistant Program
Coldwell Banker Residential Brokerage January 2006 - Present
Coldwell Banker Residential Brokerage October 2004 - January 2006
Coldwell Banker Residential Brokerage April 2002 - July 2004
Navigant International November 1999 - August 2001
Pioneer Investments February 1991 - June 1999
Pioneer Investments April 1989 - February 1991
Skills
Relocation, Relocations, Real Estate, Travel Management, International Settling..., Real Estate - Rental..., Office Services
Education
Boston College 1987 — 1991
Bachelor of Arts, Communication and Media Studies
Katherine Gibbs School 1985 — 1986
Administrative Assistant Program
Catherine (Spadorcia) Karatzas's Pioneer Investments Experience October 2003 - November 2007
Job Project Manager at Wells Fargo Advantage Funds
Industry Financial Services
Experience
Wells Fargo November 2005 - Present
Pioneer Investments October 2003 - November 2007
Boston Financial Data Services 1999 - 2003
Education
Boston University
Notre Dame Academy
Wells Fargo November 2005 - Present
Pioneer Investments October 2003 - November 2007
Boston Financial Data Services 1999 - 2003
Education
Boston University
Notre Dame Academy
Gregory Frazier, CFA, CAIA's Pioneer Investments Experience September 2012 - September 2014
Job Senior Product Manager at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments September 2014 - Present
Pioneer Investments September 2012 - September 2014
Pioneer Investments February 2008 - September 2012
InterSec Research/ State Street January 2004 - February 2008
State Street Global Advisors January 2000 - December 2003
Skills
ETFs, Equity Research, Bloomberg, Series 63, Investment Advisory, Securities, Bonds, Portfolio Management, Wealth Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2005 — 2008
Master of Science, Finance
Boston College 1996 — 1999
BA, Business Administration
College of the Holy Cross 1988 — 1992
BA, Biology/Pre Med
John Hancock Investments September 2014 - Present
Pioneer Investments September 2012 - September 2014
Pioneer Investments February 2008 - September 2012
InterSec Research/ State Street January 2004 - February 2008
State Street Global Advisors January 2000 - December 2003
Skills
ETFs, Equity Research, Bloomberg, Series 63, Investment Advisory, Securities, Bonds, Portfolio Management, Wealth Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2005 — 2008
Master of Science, Finance
Boston College 1996 — 1999
BA, Business Administration
College of the Holy Cross 1988 — 1992
BA, Biology/Pre Med
David McDonough's Pioneer Investments Experience Network AssociateUS Trust1996 - 1999
Job Systems Manager, at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments Network AssociateUS Trust1996 - 1999
Skills
Windows Server, Active Directory, VMware, ITIL, Disaster Recovery
Education
Bridgewater State University 1986 — 1991
psychology
Pioneer Investments Network AssociateUS Trust1996 - 1999
Skills
Windows Server, Active Directory, VMware, ITIL, Disaster Recovery
Education
Bridgewater State University 1986 — 1991
psychology
Jefferson Matkin, CFA's Pioneer Investments Experience October 2014 - Present
Job Senior Product Manager
Industry Financial Services
Experience
Pioneer Investments October 2014 - Present
AIG Advisor Group July 2012 - October 2014
SunTrust Bank July 2010 - June 2012
Edward Jones March 2009 - June 2010
FRPL Finance Ltd. January 2008 - February 2009
Putnam Investments 2002 - 2008
Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, Investments, Alternative Investments, Wealth Management, Retirement Planning, Asset Managment, Fixed Income, Series 6, Investment Strategies, Equities, Retirement, Portfolio Management, Investment Advisory, Investment Management, Securities, FINRA, Financial Services, Uniform Combined State..., Asset Management, ETFs, Finance
Education
Georgia Institute of Technology 2011 — 2013
MBA, Finance, Accounting
Brigham Young University 1998 — 2002
Bachelor of Science, GIS, Minor in Business Management
Pioneer Investments October 2014 - Present
AIG Advisor Group July 2012 - October 2014
SunTrust Bank July 2010 - June 2012
Edward Jones March 2009 - June 2010
FRPL Finance Ltd. January 2008 - February 2009
Putnam Investments 2002 - 2008
Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, Investments, Alternative Investments, Wealth Management, Retirement Planning, Asset Managment, Fixed Income, Series 6, Investment Strategies, Equities, Retirement, Portfolio Management, Investment Advisory, Investment Management, Securities, FINRA, Financial Services, Uniform Combined State..., Asset Management, ETFs, Finance
Education
Georgia Institute of Technology 2011 — 2013
MBA, Finance, Accounting
Brigham Young University 1998 — 2002
Bachelor of Science, GIS, Minor in Business Management
Ambrose Chu's Pioneer Investments Experience December 2011 - March 2012
Job
Industry Financial Services
Experience
BNY Mellon December 2014 - Present
BNY Mellon January 2013 - December 2014
BNY Mellon June 2012 - January 2013
Brown Brothers Harriman March 2012 - May 2012
Pioneer Investments December 2011 - March 2012
MetLife October 2011 - March 2012
State Street March 2010 - December 2010
State Street October 2008 - March 2010
Westin Hotels May 2008 - October 2008
Boston University June 2006 - May 2008
Education
Harvard University 2014 — 2017
Master’s Degree
Boston University 2004 — 2008
Bachelor's Degree
BNY Mellon December 2014 - Present
BNY Mellon January 2013 - December 2014
BNY Mellon June 2012 - January 2013
Brown Brothers Harriman March 2012 - May 2012
Pioneer Investments December 2011 - March 2012
MetLife October 2011 - March 2012
State Street March 2010 - December 2010
State Street October 2008 - March 2010
Westin Hotels May 2008 - October 2008
Boston University June 2006 - May 2008
Education
Harvard University 2014 — 2017
Master’s Degree
Boston University 2004 — 2008
Bachelor's Degree
Daniel Costigan's Pioneer Investments Experience June 2014 - Present
Job Regional Sales Specialist at Pioneer Investments
Industry Real Estate
Experience
Pioneer Investments June 2014 - Present
Cabot & Company June 2007 - June 2014
Skills
Real Estate, Investment Properties, Real Estate Transactions, Residential Homes, Sellers, Real Estate Development, Leases, Buyer Representation, Condos, Negotiation, Microsoft Excel, Customer Service, Investments, Selling, Property Management, Sales, Marketing Strategy
Education
Boston College 2003 — 2007
Bachelor of Arts (B.A.), Psychology
Pioneer Investments June 2014 - Present
Cabot & Company June 2007 - June 2014
Skills
Real Estate, Investment Properties, Real Estate Transactions, Residential Homes, Sellers, Real Estate Development, Leases, Buyer Representation, Condos, Negotiation, Microsoft Excel, Customer Service, Investments, Selling, Property Management, Sales, Marketing Strategy
Education
Boston College 2003 — 2007
Bachelor of Arts (B.A.), Psychology
Keri Sullivan's Pioneer Investments Experience September 2010 - July 2015
Job Finance Professional
Industry Financial Services
Experience
Pioneer Investments September 2010 - July 2015
Pioneer Investments January 2005 - January 2010
Skills
Analysis, Business Analysis, Financial Analysis, Financial Reporting, Financial Modeling, Asset Management, Accounting, PeopleSoft, Business Intelligence, Risk Management, Mutual Funds, Valuation, Portfolio Management, Finance
Education
Boston University 1996 — 1999
Master of Business Administration (MBA)
Providence College 1989 — 1993
BS, Accounting
Duxbury High School
Pioneer Investments September 2010 - July 2015
Pioneer Investments January 2005 - January 2010
Skills
Analysis, Business Analysis, Financial Analysis, Financial Reporting, Financial Modeling, Asset Management, Accounting, PeopleSoft, Business Intelligence, Risk Management, Mutual Funds, Valuation, Portfolio Management, Finance
Education
Boston University 1996 — 1999
Master of Business Administration (MBA)
Providence College 1989 — 1993
BS, Accounting
Duxbury High School
Wai Tam's Pioneer Investments Experience September 1991 - Present
Job Sr. Sales Systems Analyst at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments September 1991 - Present
Skills
Leadership, Project Management, CRM, Business Analysis
Education
Tufts University 1986 — 1990
B.S., Mechanical Engineering
Boston Latin School 1980 — 1986
Pioneer Investments September 1991 - Present
Skills
Leadership, Project Management, CRM, Business Analysis
Education
Tufts University 1986 — 1990
B.S., Mechanical Engineering
Boston Latin School 1980 — 1986
Ed Tribble's Pioneer Investments Experience June 2004 - December 2006
Job Partner, NAV Capital Partners
Industry Financial Services
Experience
NAVCAP NAV Capital Partners, LLC October 2011 - Present
JennisonDryden - Prudential Investments July 2008 - July 2010
John Hancock Funds December 2006 - July 2008
Pioneer Investments June 2004 - December 2006
Putnam Investments November 2002 - May 2004
Skills
Earned Series..., Earned Chartered...
Education
Brandeis University 1999 — 2002
BA, Economics, American Studies
Buckingham Browne and Nichols School 1996 — 1998
NAVCAP NAV Capital Partners, LLC October 2011 - Present
JennisonDryden - Prudential Investments July 2008 - July 2010
John Hancock Funds December 2006 - July 2008
Pioneer Investments June 2004 - December 2006
Putnam Investments November 2002 - May 2004
Skills
Earned Series..., Earned Chartered...
Education
Brandeis University 1999 — 2002
BA, Economics, American Studies
Buckingham Browne and Nichols School 1996 — 1998
Erin Shields Britt's Pioneer Investments Experience February 2005 - August 2005
Job Director, Corporate Communications at CVS Health
Industry Public Relations and Communications
Experience
CVS Health September 2014 - Present
US Department of Health and Human Services July 2011 - August 2014
U.S. Senate Finance Committee July 2006 - July 2011
U.S. Senate August 2005 - December 2005
Pioneer Investments February 2005 - August 2005
Education
Boston University
B.S. in Communications, Concentration in Public Relations
CVS Health September 2014 - Present
US Department of Health and Human Services July 2011 - August 2014
U.S. Senate Finance Committee July 2006 - July 2011
U.S. Senate August 2005 - December 2005
Pioneer Investments February 2005 - August 2005
Education
Boston University
B.S. in Communications, Concentration in Public Relations
Kim Cook Lang's Pioneer Investments Experience August 1990 - December 1993
Job Independent Staffing and Recruiting Professional
Industry Staffing and Recruiting
Experience
Kforce January 1994 - September 2001
Pioneer Investments August 1990 - December 1993
Skills
Executive Search, Contract Recruitment
Education
Boston College - Wallace E. Carroll Graduate School of Management 1986 — 1990
BS, Finance, Marketing
Kforce January 1994 - September 2001
Pioneer Investments August 1990 - December 1993
Skills
Executive Search, Contract Recruitment
Education
Boston College - Wallace E. Carroll Graduate School of Management 1986 — 1990
BS, Finance, Marketing
Elliott Dobin's Pioneer Investments Experience July 2010 - Present
Job Legal/Compliance:Financial Services
Industry Law Practice
Experience
Pioneer Investments July 2010 - Present
Foreside Financial Group, LLC August 2007 - October 2008
BISYS February 2005 - July 2007
Fidelity Investments August 2003 - February 2005
Davidson Manchel & Brennan April 2002 - May 2003
Fidelity Investments June 1997 - November 2001
US Securities and Exchange Commission January 1988 - June 1997
Shereff Friedman Hoffman & Goodman April 1986 - December 1987
Schulte Roth & Zabel LLP October 1983 - April 1986
Skills
Mutual Funds, Compliance, FINRA, SEC reporting, Contract Negotiation, SEC, Securities, Litigation, SEC filings, Legal Writing, Investments, Securities Regulation, Financial Risk, Financial Services, Due Diligence, Broker-Dealer, Finance, Policy, AML, Corporate Law, Corporate Governance, Hedge Funds, Asset Management, Alternative Investments, Investment Management, Capital Markets
Education
Brooklyn Law School 1980 — 1983
Juris Doctor, Law
Vassar College 1974 — 1978
B.A., Urban Studies
Pioneer Investments July 2010 - Present
Foreside Financial Group, LLC August 2007 - October 2008
BISYS February 2005 - July 2007
Fidelity Investments August 2003 - February 2005
Davidson Manchel & Brennan April 2002 - May 2003
Fidelity Investments June 1997 - November 2001
US Securities and Exchange Commission January 1988 - June 1997
Shereff Friedman Hoffman & Goodman April 1986 - December 1987
Schulte Roth & Zabel LLP October 1983 - April 1986
Skills
Mutual Funds, Compliance, FINRA, SEC reporting, Contract Negotiation, SEC, Securities, Litigation, SEC filings, Legal Writing, Investments, Securities Regulation, Financial Risk, Financial Services, Due Diligence, Broker-Dealer, Finance, Policy, AML, Corporate Law, Corporate Governance, Hedge Funds, Asset Management, Alternative Investments, Investment Management, Capital Markets
Education
Brooklyn Law School 1980 — 1983
Juris Doctor, Law
Vassar College 1974 — 1978
B.A., Urban Studies
Elizabeth Hastie's Pioneer Investments Experience July 2009 - December 2009
Job Director, Individual Giving at Teach For America
Industry Marketing and Advertising
Experience
Teach For America June 2015 - Present
Teach For America July 2013 - May 2015
Unlocking Potential August 2012 - July 2013
Teach For America October 2011 - June 2013
Lawrence Public Schools August 2010 - June 2013
Teach For America June 2010 - June 2012
Teach For America August 2009 - June 2010
Pioneer Investments July 2009 - December 2009
Pacific Chorale 2008 - 2008
Girl Scout Council of Orange County January 2007 - June 2007
Skills
Event Planning, Community Outreach, Fundraising, Public Speaking, Nonprofits, Research, Social Media, Data Analysis, PowerPoint, Editing, Microsoft Office, Teaching, Higher Education, Curriculum Development, Classroom, Staff Development
Education
Boston University 2010 — 2012
Master of Education (M.Ed.), Curriculum and Instruction
Northeastern University 2005 — 2010
Bachelor of Science in Business Administration, Business (Marketing and Management) Minor in Law, Policy and Society
Teach For America June 2015 - Present
Teach For America July 2013 - May 2015
Unlocking Potential August 2012 - July 2013
Teach For America October 2011 - June 2013
Lawrence Public Schools August 2010 - June 2013
Teach For America June 2010 - June 2012
Teach For America August 2009 - June 2010
Pioneer Investments July 2009 - December 2009
Pacific Chorale 2008 - 2008
Girl Scout Council of Orange County January 2007 - June 2007
Skills
Event Planning, Community Outreach, Fundraising, Public Speaking, Nonprofits, Research, Social Media, Data Analysis, PowerPoint, Editing, Microsoft Office, Teaching, Higher Education, Curriculum Development, Classroom, Staff Development
Education
Boston University 2010 — 2012
Master of Education (M.Ed.), Curriculum and Instruction
Northeastern University 2005 — 2010
Bachelor of Science in Business Administration, Business (Marketing and Management) Minor in Law, Policy and Society
Christine Winters, CFP®'s Pioneer Investments Experience May 2008 - August 2008
Job Financial Advisor at Congress Wealth Management
Industry Financial Services
Experience
Congress Wealth Management June 2015 - Present
Congress Wealth Management December 2013 - June 2015
Daintree Advisors LLC May 2012 - December 2013
Shepherd Kaplan LLC August 2010 - May 2012
C.H. Robinson Worldwide, Inc. September 2009 - August 2010
Pioneer Investments May 2008 - August 2008
NBC News January 2008 - April 2008
Skills
Investments, Portfolio Management, Wealth Management, Asset Allocation, Financial Planning, Mutual Funds
Education
College of the Holy Cross 2005 — 2009
Bachelor of Arts, History and Political Science
Boston University 2012 — 2014
CERTIFIED FINANCIAL PLANNER™
Congress Wealth Management June 2015 - Present
Congress Wealth Management December 2013 - June 2015
Daintree Advisors LLC May 2012 - December 2013
Shepherd Kaplan LLC August 2010 - May 2012
C.H. Robinson Worldwide, Inc. September 2009 - August 2010
Pioneer Investments May 2008 - August 2008
NBC News January 2008 - April 2008
Skills
Investments, Portfolio Management, Wealth Management, Asset Allocation, Financial Planning, Mutual Funds
Education
College of the Holy Cross 2005 — 2009
Bachelor of Arts, History and Political Science
Boston University 2012 — 2014
CERTIFIED FINANCIAL PLANNER™
Angela Olsen's Pioneer Investments Experience July 2000 - June 2004
Job Investor Relations/ Compliance at Citco Fund Services
Industry Financial Services
Experience
Citco Fund Services April 2005 - June 2013
Pioneer Investments July 2000 - June 2004
Skills
Alternative Investments, Financial Services, Mutual Funds, Investments, Securities, Hedge Funds, Relationship Management
Education
Boston University 1996 — 2000
BA, Psychology
Choate Rosemary Hall 1993 — 1996
Citco Fund Services April 2005 - June 2013
Pioneer Investments July 2000 - June 2004
Skills
Alternative Investments, Financial Services, Mutual Funds, Investments, Securities, Hedge Funds, Relationship Management
Education
Boston University 1996 — 2000
BA, Psychology
Choate Rosemary Hall 1993 — 1996
Pasquale Totaro, CFA's Pioneer Investments Experience August 2010 - May 2014
Job Senior Analyst, Investment Operations at MEMBERS Capital Advisors
Industry Financial Services
Experience
MEMBERS Capital Advisors May 2014 - Present
Pioneer Investments August 2010 - May 2014
Pioneer Investments September 2008 - August 2010
Skills
Bloomberg Terminal, Factset, Morningstar, Investments, Fund Accounting, Lipper, Performance Analysis, Performance Attribution, Peers, Capital IQ, Equities
Education
Boston University - School of Management 2001 — 2005
BSBA, Finance, Economics, Cum Laude, 3.29
MEMBERS Capital Advisors May 2014 - Present
Pioneer Investments August 2010 - May 2014
Pioneer Investments September 2008 - August 2010
Skills
Bloomberg Terminal, Factset, Morningstar, Investments, Fund Accounting, Lipper, Performance Analysis, Performance Attribution, Peers, Capital IQ, Equities
Education
Boston University - School of Management 2001 — 2005
BSBA, Finance, Economics, Cum Laude, 3.29
Craig DeGiacomo's Pioneer Investments Experience September 2011 - Present
Job Senior Vice President, Head of Institutional Relationship Management at Pioneer Investments
Industry Investment Management
Experience
Pioneer Investments September 2011 - Present
State Street Global Advisors March 2010 - September 2011
State Street Global Advisors October 2006 - March 2010
State Street Global Advisors January 2001 - October 2006
Education
Boston College - Carroll School of Management
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Providence College
B.S., Business Management
Braintree High School
Pioneer Investments September 2011 - Present
State Street Global Advisors March 2010 - September 2011
State Street Global Advisors October 2006 - March 2010
State Street Global Advisors January 2001 - October 2006
Education
Boston College - Carroll School of Management
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Providence College
B.S., Business Management
Braintree High School
Alan Buck's Pioneer Investments Experience April 2012 - Present
Job Senior Leverage Credit Analyst
Industry Investment Management
Experience
Pioneer Investments April 2012 - Present
The Hartford January 2007 - March 2012
Bank of America January 2001 - December 2006
Fleet Bank 2001 - 2006
Education
Boston University Questrom School of Business 1993 — 1995
MBA, Concentration in Finance
Pioneer Investments April 2012 - Present
The Hartford January 2007 - March 2012
Bank of America January 2001 - December 2006
Fleet Bank 2001 - 2006
Education
Boston University Questrom School of Business 1993 — 1995
MBA, Concentration in Finance
Sara Crombie's Pioneer Investments Experience 1986 - 2001
Job Realtor and Residential Specialist Palm Cove Golf & Yacht Club
Industry Real Estate
Experience
new wave realty, inc. January 2010 - Present
Palm Cove Golf & Yacht Club January 2010 - Present
Pioneer Investments 1986 - 2001
Education
Boston University
Bachelor, Business Management
new wave realty, inc. January 2010 - Present
Palm Cove Golf & Yacht Club January 2010 - Present
Pioneer Investments 1986 - 2001
Education
Boston University
Bachelor, Business Management
George Lynch's Pioneer Investments Experience August 2008 - Present
Job Senior Vice President, Institutional Business Development & Consultant Relations
Industry Financial Services
Experience
Pioneer Investments August 2008 - Present
Fidelity Family Office Services October 2004 - August 2008
Fidelity Investments August 2000 - October 2004
MuniAuction February 2000 - June 2000
Fidelity Investments April 1996 - February 2000
Skills
Business Development, Asset Allocation, Alternative Investments, Hedge Funds, Institutional, Institutional Sales, Investments, Pension Funds, Series 7
Education
Boston College 1988 — 1992
BA, Economics
Belmont Hill School 1981 — 1988
Pioneer Investments August 2008 - Present
Fidelity Family Office Services October 2004 - August 2008
Fidelity Investments August 2000 - October 2004
MuniAuction February 2000 - June 2000
Fidelity Investments April 1996 - February 2000
Skills
Business Development, Asset Allocation, Alternative Investments, Hedge Funds, Institutional, Institutional Sales, Investments, Pension Funds, Series 7
Education
Boston College 1988 — 1992
BA, Economics
Belmont Hill School 1981 — 1988
Tony Clarizio's Pioneer Investments Experience 2001 - September 2015
Job Senior Product Manager at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments 2001 - September 2015
Pioneer Investments 1997 - 2001
MFS Investment Management 1994 - 1997
MFS Investment Management 1992 - 1994
Skills
Mutual Funds, Asset Management, Financial Services, Alternative Investments, Asset Allocation, Investments, Series 7, Equities, Fixed Income, Portfolio Management, Strategic Planning and..., Business, Market, and..., Client Satisfaction and..., Client Relationship..., Competitive Market..., Collaboration and..., Business Intelligence, Project Management, Strategic Alliance...
Education
Boston University
Bachelor’s Degree, College of Liberal Arts
Pioneer Investments 2001 - September 2015
Pioneer Investments 1997 - 2001
MFS Investment Management 1994 - 1997
MFS Investment Management 1992 - 1994
Skills
Mutual Funds, Asset Management, Financial Services, Alternative Investments, Asset Allocation, Investments, Series 7, Equities, Fixed Income, Portfolio Management, Strategic Planning and..., Business, Market, and..., Client Satisfaction and..., Client Relationship..., Competitive Market..., Collaboration and..., Business Intelligence, Project Management, Strategic Alliance...
Education
Boston University
Bachelor’s Degree, College of Liberal Arts
Madhuleena Saha's Pioneer Investments Experience July 1997 - March 2000
Job Vice President at Eaton Vance
Industry Investment Management
Experience
Eaton Vance October 2010 - Present
Evergreen Investments July 2006 - October 2010
Rice Heard and Bigelow January 2004 - June 2006
Evergreen Investments March 2000 - April 2002
Pioneer Investments July 1997 - March 2000
Skills
Hedge Funds, Alternative Investments, Bloomberg, Fixed Income, Asset Allocation, Investment Management, Portfolio Management, Valuation, Investments, Capital Markets, Series 7, Investment Strategies, Financial Modeling, Securities, Series 63
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration (MBA), Finance and Financial Management Services
St Xavier"s College, Kolkata, India
Bachelor of Science (BSc), Economics
Eaton Vance October 2010 - Present
Evergreen Investments July 2006 - October 2010
Rice Heard and Bigelow January 2004 - June 2006
Evergreen Investments March 2000 - April 2002
Pioneer Investments July 1997 - March 2000
Skills
Hedge Funds, Alternative Investments, Bloomberg, Fixed Income, Asset Allocation, Investment Management, Portfolio Management, Valuation, Investments, Capital Markets, Series 7, Investment Strategies, Financial Modeling, Securities, Series 63
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration (MBA), Finance and Financial Management Services
St Xavier"s College, Kolkata, India
Bachelor of Science (BSc), Economics
Garrett Mabee, MBA, CTP's Pioneer Investments Experience September 1995 - June 1998
Job Director of Treasury Operations at Wellington Management
Industry Investment Management
Experience
Wellington Management January 2011 - Present
Wellington Management February 2008 - January 2011
Wellington Management February 2001 - January 2008
Fidelity Investments June 1998 - February 2001
Pioneer Investments September 1995 - June 1998
Skills
Cash Management, Financial Reporting, Derivatives, Financial Analysis, Accounting, FX, Treasury Management, Bloomberg, Financial Modeling, Investments, Cash Flow, Risk, Money Market, Liquidity Management, Credit Risk, Global Operations, Treasury Systems, Working Capital..., Cash Flow Forecasting, Banking, Strategic Planning, Process Optimization, Executive Reporting, Counterparty Risk, Workstations, Financial Regulation, FX Hedging, External Relationships, FX Options, Investment Management, Treasury
Education
Boston University Questrom School of Business 1996 — 2000
MBA, Finance
State University of New York at New Paltz 1990 — 1994
BS, Accounting, 3.80 GPA
Wellington Management January 2011 - Present
Wellington Management February 2008 - January 2011
Wellington Management February 2001 - January 2008
Fidelity Investments June 1998 - February 2001
Pioneer Investments September 1995 - June 1998
Skills
Cash Management, Financial Reporting, Derivatives, Financial Analysis, Accounting, FX, Treasury Management, Bloomberg, Financial Modeling, Investments, Cash Flow, Risk, Money Market, Liquidity Management, Credit Risk, Global Operations, Treasury Systems, Working Capital..., Cash Flow Forecasting, Banking, Strategic Planning, Process Optimization, Executive Reporting, Counterparty Risk, Workstations, Financial Regulation, FX Hedging, External Relationships, FX Options, Investment Management, Treasury
Education
Boston University Questrom School of Business 1996 — 2000
MBA, Finance
State University of New York at New Paltz 1990 — 1994
BS, Accounting, 3.80 GPA
Erin Spatz's Pioneer Investments Experience 1989 - 1996
Job SVP Equity Analyst at Standard Life
Industry Financial Services
Experience
Standard Life Investments (Edinburgh) May 2002 - Present
Putnam Investments 1996 - 2002
Pioneer Investments 1989 - 1996
JP Morgan 1987 - 1989
Education
Boston University Graduate School of Management 1989 — 1993
MBA, Finance
University of Notre Dame 1983 — 1987
BBA, Finance
Standard Life Investments (Edinburgh) May 2002 - Present
Putnam Investments 1996 - 2002
Pioneer Investments 1989 - 1996
JP Morgan 1987 - 1989
Education
Boston University Graduate School of Management 1989 — 1993
MBA, Finance
University of Notre Dame 1983 — 1987
BBA, Finance
Irene Boiarski's Pioneer Investments Experience September 1996 - August 1999
Job Localization Project Manager
Industry Translation and Localization
Experience
PTC September 2011 - Present
Dassault Systemes SolidWorks Corporation September 2005 - June 2011
- October 2002 - September 2005
Firepond September 1999 - March 2000
Pioneer Investments September 1996 - August 1999
Skills
Localization, Localization Testing, Translation, Internationalization, Terminology, Software Documentation, Linguistics, Globalization, L10n, Technical Translation, Trados, Multilingual, Manuals, Language Services, Russian, FrameMaker, Website Localization
Education
Brandeis University 1992 — 1996
MA, Translation
PTC September 2011 - Present
Dassault Systemes SolidWorks Corporation September 2005 - June 2011
- October 2002 - September 2005
Firepond September 1999 - March 2000
Pioneer Investments September 1996 - August 1999
Skills
Localization, Localization Testing, Translation, Internationalization, Terminology, Software Documentation, Linguistics, Globalization, L10n, Technical Translation, Trados, Multilingual, Manuals, Language Services, Russian, FrameMaker, Website Localization
Education
Brandeis University 1992 — 1996
MA, Translation
Bill Field CFA's Pioneer Investments Experience November 1991 - March 2006
Job Portfolio Manager at Adage Capital
Industry Financial Services
Experience
Adage Capital March 2006 - Present
Pioneer Investments November 1991 - March 2006
Skills
Risk Management, Financial Analysis, Financial Modeling, Asset Managment, Investments, Program Management, Asset Allocation, Strategic Financial..., Equities, Valuation, Bloomberg, Process Improvement, Analysis, Finance
Education
Boston University Graduate School of Management 1989 — 1991
Master of Business Administration (MBA), Finance
University of Massachusetts, Amherst 1982 — 1986
Bachelor of Business Administration (BBA), Finance
Adage Capital March 2006 - Present
Pioneer Investments November 1991 - March 2006
Skills
Risk Management, Financial Analysis, Financial Modeling, Asset Managment, Investments, Program Management, Asset Allocation, Strategic Financial..., Equities, Valuation, Bloomberg, Process Improvement, Analysis, Finance
Education
Boston University Graduate School of Management 1989 — 1991
Master of Business Administration (MBA), Finance
University of Massachusetts, Amherst 1982 — 1986
Bachelor of Business Administration (BBA), Finance
Don Tam's Pioneer Investments Experience November 1998 - January 2000
Job DBA at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network February 2007 - Present
Commonwealth Financial Network May 2004 - February 2007
TechSquare, Inc August 2002 - May 2004
Black Ink Systems January 2000 - July 2002
Pioneer Investments November 1998 - January 2000
Workgroup Solution Incorporation September 1997 - November 1998
State Street Global Advisors September 1995 - September 1997
Skills
Microsoft NT4 Certified..., Citrix WinFrame..., Hewlett Packard..., Certified Hewlett..., Certified Hewlett...
Education
Brandeis University 2007 — 2009
Master's degree, Software Engineering
Northeastern University 1996 — 1998
Certificate in Data Communications System Technology
Wentworth Institute of Technology 1992 — 1995
Bachelor of Science (BS), Computer Science
Boston Technical High 1989 — 1992
High School/Secondary Diplomas and Certificates
Commonwealth Financial Network February 2007 - Present
Commonwealth Financial Network May 2004 - February 2007
TechSquare, Inc August 2002 - May 2004
Black Ink Systems January 2000 - July 2002
Pioneer Investments November 1998 - January 2000
Workgroup Solution Incorporation September 1997 - November 1998
State Street Global Advisors September 1995 - September 1997
Skills
Microsoft NT4 Certified..., Citrix WinFrame..., Hewlett Packard..., Certified Hewlett..., Certified Hewlett...
Education
Brandeis University 2007 — 2009
Master's degree, Software Engineering
Northeastern University 1996 — 1998
Certificate in Data Communications System Technology
Wentworth Institute of Technology 1992 — 1995
Bachelor of Science (BS), Computer Science
Boston Technical High 1989 — 1992
High School/Secondary Diplomas and Certificates
Nanette Johnson's Pioneer Investments Experience July 1987 - November 1988
Job Accounting and Special Projects
Industry Accounting
Experience
HCA Hope Fund September 2012 - April 2013
SP Enterprises January 1991 - February 2009
The Association for Retarded Citizens June 1990 - June 1997
Frank D'Orlando & Co. May 1988 - June 1997
Pioneer Investments July 1987 - November 1988
Fidelity Investments October 1986 - June 1987
Skills
Financial Analysis, Microsoft Excel, Microsoft Word, Micro Edge GIFTS, Raiser's Edge, Great Plains Software, Account Reconciliation, Bank Reconciliation, Journal Entries, Human Resources, Volunteer Management, Financial Reporting, Outlook, Event Management
Education
Brigham Young University 1982 — 1985
Bachelor of Business Administration (B.B.A.), Accounting and Finance
HCA Hope Fund September 2012 - April 2013
SP Enterprises January 1991 - February 2009
The Association for Retarded Citizens June 1990 - June 1997
Frank D'Orlando & Co. May 1988 - June 1997
Pioneer Investments July 1987 - November 1988
Fidelity Investments October 1986 - June 1987
Skills
Financial Analysis, Microsoft Excel, Microsoft Word, Micro Edge GIFTS, Raiser's Edge, Great Plains Software, Account Reconciliation, Bank Reconciliation, Journal Entries, Human Resources, Volunteer Management, Financial Reporting, Outlook, Event Management
Education
Brigham Young University 1982 — 1985
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Michael Rega, CFA's Pioneer Investments Experience May 2004 - May 2006
Job Sr. Equity Analyst at BNP Paribas Investment Partners
Industry Investment Management
Experience
BNP Paribas Investment Partners May 2006 - Present
Pioneer Investments May 2004 - May 2006
646 Advisors September 2000 - April 2004
Liberty Financial/Colonial Management Associates July 1993 - August 2000
Loral Aerospace/MIT Lincoln Laboratory July 1989 - July 1993
Braintree Technology June 1988 - July 1989
Federal Bureau of Investigation September 1987 - June 1988
Loral Aerospace/MIT Lincoln Laboratory February 1984 - September 1987
College of the Holy Cross August 1983 - February 1984
National Security Agency June 1982 - August 1983
Skills
Portfolio Management, Quantitative Research, Quantitative Finance, Quantitative Analytics, Presentations, Fundamental Analysis, Risk Management, Risk Analysis, Optimization, US Equities, Radio and TV Apperances, Investments, Marketing Presentations, Management, VB.NET, SQL, SQL Server Management..., Microsoft SQL Server, Bloomberg, FactSet
Education
Boston College - Carroll School of Management 1989 — 2002
Master of Business Administration (M.B.A.), Finance, Minor in Computer Science
College of the Holy Cross 1978 — 1982
Bachelor of Arts (B.A.), Mathematics
BNP Paribas Investment Partners May 2006 - Present
Pioneer Investments May 2004 - May 2006
646 Advisors September 2000 - April 2004
Liberty Financial/Colonial Management Associates July 1993 - August 2000
Loral Aerospace/MIT Lincoln Laboratory July 1989 - July 1993
Braintree Technology June 1988 - July 1989
Federal Bureau of Investigation September 1987 - June 1988
Loral Aerospace/MIT Lincoln Laboratory February 1984 - September 1987
College of the Holy Cross August 1983 - February 1984
National Security Agency June 1982 - August 1983
Skills
Portfolio Management, Quantitative Research, Quantitative Finance, Quantitative Analytics, Presentations, Fundamental Analysis, Risk Management, Risk Analysis, Optimization, US Equities, Radio and TV Apperances, Investments, Marketing Presentations, Management, VB.NET, SQL, SQL Server Management..., Microsoft SQL Server, Bloomberg, FactSet
Education
Boston College - Carroll School of Management 1989 — 2002
Master of Business Administration (M.B.A.), Finance, Minor in Computer Science
College of the Holy Cross 1978 — 1982
Bachelor of Arts (B.A.), Mathematics
Deanna C.'s Pioneer Investments Experience February 2012 - Present
Job Trader at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments February 2012 - Present
Skills
Quantative Analysis, Foreign Currency..., Trading
Education
Broward College
Bachelor of Business Administration (B.B.A.), Econometrics and Quantitative Economics
Commack High School
Pioneer Investments February 2012 - Present
Skills
Quantative Analysis, Foreign Currency..., Trading
Education
Broward College
Bachelor of Business Administration (B.B.A.), Econometrics and Quantitative Economics
Commack High School
T Rowe Price
The Blackstone Group
Lazard
ING Investment Management
Deutsche Asset Management
Lazard Asset Management
Natixis Global Asset Management
Harvard Management Company