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
Stephen Sorrow Stephen Sorrow's Pioneer Investments Experience July 1999 - June 2004
Job Senior Recruiter at Granite Solutions Groupe
Industry Capital Markets
Experience
Granite Solutions Groupe, Inc. November 2013 - Present
Wells Fargo Bank February 2009 - October 2013
Fidelity Investments January 2006 - July 2008
IBM June 2004 - December 2005
Pioneer Investments July 1999 - June 2004
Skills
Program Management, Vendor Management, Strategy, Cross-functional Team..., Management, Risk Management, Process Improvement, Project Management, Business Process..., Software Project..., Requirements Analysis, Requirements Gathering, Agile Project Management, Product Management, SDLC, Business Analysis, Integration, Analysis, SharePoint, Forecasting, Strategic Roadmaps, Banking, Web Design, Scrum, Project Portfolio..., Business Process, User-centered Design, Outstanding people..., Budgets, Financial Services, Agile Methodologies, Mentoring, Coaching, Mutual Funds, Treasury Management, Web Development, Software Development, Negotiation, Issue Management, Team Building, User Centered Design, Budget Forecasts, Human-Centered Design
Education
Bentley University 2002 — 2004
MBA, Finance
College of Charleston 1997 — 1999
BA, Philosophy
Lander University 1994 — 1997
English Literature and History
Granite Solutions Groupe, Inc. November 2013 - Present
Wells Fargo Bank February 2009 - October 2013
Fidelity Investments January 2006 - July 2008
IBM June 2004 - December 2005
Pioneer Investments July 1999 - June 2004
Skills
Program Management, Vendor Management, Strategy, Cross-functional Team..., Management, Risk Management, Process Improvement, Project Management, Business Process..., Software Project..., Requirements Analysis, Requirements Gathering, Agile Project Management, Product Management, SDLC, Business Analysis, Integration, Analysis, SharePoint, Forecasting, Strategic Roadmaps, Banking, Web Design, Scrum, Project Portfolio..., Business Process, User-centered Design, Outstanding people..., Budgets, Financial Services, Agile Methodologies, Mentoring, Coaching, Mutual Funds, Treasury Management, Web Development, Software Development, Negotiation, Issue Management, Team Building, User Centered Design, Budget Forecasts, Human-Centered Design
Education
Bentley University 2002 — 2004
MBA, Finance
College of Charleston 1997 — 1999
BA, Philosophy
Lander University 1994 — 1997
English Literature and History
Karen White Karen White's Pioneer Investments Experience 1986 - 1993
Job AVP, Health Care & Exchange Solutions at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial June 2014 - Present
Sun Life Financial April 2011 - June 2014
Sun Life Financial November 2006 - April 2011
Sun Life Financial November 2001 - 2006
Liberty Financial Companies, Inc. October 1993 - November 2001
Price Waterhouse Management Consultants 1991 - 1993
Pioneer Investments 1986 - 1993
Skills
Business Analysis, Business Development, Business Planning, Business Process..., Call Centers, Change Management, Cross-functional Team..., Financial Services, Insurance, Leadership, Management, Mutual Funds, Mergers, Operations Management, Strategy, Product Marketing, Project Management
Education
Suffolk University 2013 — 2015
Master, Healthcare Administration, Health/Health Care Administration/Management
D'Amore-McKim School of Business at Northeastern University 1995 — 1997
Finance
Suffolk University - Sawyer Business School 1989 — 1992
MBA, Business
University of Massachusetts, Amherst 1982 — 1986
B.A, Economics
Sun Life Financial June 2014 - Present
Sun Life Financial April 2011 - June 2014
Sun Life Financial November 2006 - April 2011
Sun Life Financial November 2001 - 2006
Liberty Financial Companies, Inc. October 1993 - November 2001
Price Waterhouse Management Consultants 1991 - 1993
Pioneer Investments 1986 - 1993
Skills
Business Analysis, Business Development, Business Planning, Business Process..., Call Centers, Change Management, Cross-functional Team..., Financial Services, Insurance, Leadership, Management, Mutual Funds, Mergers, Operations Management, Strategy, Product Marketing, Project Management
Education
Suffolk University 2013 — 2015
Master, Healthcare Administration, Health/Health Care Administration/Management
D'Amore-McKim School of Business at Northeastern University 1995 — 1997
Finance
Suffolk University - Sawyer Business School 1989 — 1992
MBA, Business
University of Massachusetts, Amherst 1982 — 1986
B.A, Economics
Ellen Peters Ellen Peters's Pioneer Investments Experience June 2012 - December 2012
Job Divisional Sales Director Annuity & Life
Industry Financial Services
Experience
Annuity & Life Company October 2014 - Present
Prudential Financial January 2012 - December 2013
Pioneer Investments June 2012 - December 2012
Ameriprise Financial Services, Inc. July 2003 - December 2010
Travelers June 2002 - September 2003
American Skandia March 1998 - June 2002
Zurich Scudder Investments 1992 - 1998
Skills
Mutual Funds, Retirement Planning, Fixed Annuities, Investments, Variable Annuities, Asset Allocation, Series 7, Retirement, Series 63, Series 6, Wealth Management, Alternative Investments, Investment Advisory, Hedge Funds, 401k, Financial Services, Securities, Investment Strategies, Financial Advisory, Insurance, Separately Managed...
Education
DePaul University
Bachelor's Degree, Finance
FINRA
Series 7,63, Life/Health
Annuity & Life Company October 2014 - Present
Prudential Financial January 2012 - December 2013
Pioneer Investments June 2012 - December 2012
Ameriprise Financial Services, Inc. July 2003 - December 2010
Travelers June 2002 - September 2003
American Skandia March 1998 - June 2002
Zurich Scudder Investments 1992 - 1998
Skills
Mutual Funds, Retirement Planning, Fixed Annuities, Investments, Variable Annuities, Asset Allocation, Series 7, Retirement, Series 63, Series 6, Wealth Management, Alternative Investments, Investment Advisory, Hedge Funds, 401k, Financial Services, Securities, Investment Strategies, Financial Advisory, Insurance, Separately Managed...
Education
DePaul University
Bachelor's Degree, Finance
FINRA
Series 7,63, Life/Health
Jasmine Goodrum's Pioneer Investments Experience January 2013 - July 2013
Job technician at Niagara University
Industry Computer Software
Experience
Niagara University September 2014 - Present
JG Care August 2011 - Present
Pioneer Investments January 2013 - July 2013
Marshalls September 2011 - January 2012
RMV June 2010 - August 2010
Ralph Lauren September 2009 - November 2009
Adolescent Wellness July 2008 - August 2008
Skills
Basic Helpdesk,..., Creative Writing, Editing, Fiction, Freelance Writing, Journalism, Poetry, Troubleshooting, Windows 7, Microsoft Office, Time Management, Sales, Outlook, Access, Leadership, PowerPoint, Microsoft Word, Facebook, Technical Support, Help Desk Support, Windows, Data Analysis, Computer Hardware
Education
Niagara University 2014 — 2016
Bachelor's Degree, Liberal Arts and Sciences, General Studies and Humanities, Sophmore
Bunker Hill Community College 2011 — 2016
Associates, English Language and Literature, General, Softmore
Niagara University September 2014 - Present
JG Care August 2011 - Present
Pioneer Investments January 2013 - July 2013
Marshalls September 2011 - January 2012
RMV June 2010 - August 2010
Ralph Lauren September 2009 - November 2009
Adolescent Wellness July 2008 - August 2008
Skills
Basic Helpdesk,..., Creative Writing, Editing, Fiction, Freelance Writing, Journalism, Poetry, Troubleshooting, Windows 7, Microsoft Office, Time Management, Sales, Outlook, Access, Leadership, PowerPoint, Microsoft Word, Facebook, Technical Support, Help Desk Support, Windows, Data Analysis, Computer Hardware
Education
Niagara University 2014 — 2016
Bachelor's Degree, Liberal Arts and Sciences, General Studies and Humanities, Sophmore
Bunker Hill Community College 2011 — 2016
Associates, English Language and Literature, General, Softmore
Esteban Esquivel Esteban Esquivel's Pioneer Investments Experience March 2015 - Present
Job Investment Client Services Representative
Industry Financial Services
Experience
Pioneer Investments March 2015 - Present
Zoo New England December 2014 - April 2015
Off the Grid Theatre Company April 2014 - April 2015
La Focaccia May 2012 - August 2012
Skills
International Relations, International..., Foreign Policy, Diplomacy, Political Science, Policy Analysis, Politics, Capacity Building, European Union, International Security, International..., Civil Society, Public Policy, Foreign Affairs, Intercultural..., Conflict, Product Marketing, Web Analytics, User Experience, Analytics, Advertising, Social Media
Education
Suffolk University 2012 — 2014
Bachelor of Arts (B.A.), International Relations and Affairs
General Assembly 2014 — 2014
Digital Marketing (BOS03), Marketing
Bunker Hill Community College 2009 — 2011
Associate's degree, History and Government
Pioneer Investments March 2015 - Present
Zoo New England December 2014 - April 2015
Off the Grid Theatre Company April 2014 - April 2015
La Focaccia May 2012 - August 2012
Skills
International Relations, International..., Foreign Policy, Diplomacy, Political Science, Policy Analysis, Politics, Capacity Building, European Union, International Security, International..., Civil Society, Public Policy, Foreign Affairs, Intercultural..., Conflict, Product Marketing, Web Analytics, User Experience, Analytics, Advertising, Social Media
Education
Suffolk University 2012 — 2014
Bachelor of Arts (B.A.), International Relations and Affairs
General Assembly 2014 — 2014
Digital Marketing (BOS03), Marketing
Bunker Hill Community College 2009 — 2011
Associate's degree, History and Government
Holly Kruchinski Holly Kruchinski's Pioneer Investments Experience April 2012 - January 2013
Job Senior HR Generalist at UHY Advisors NY, Inc.
Industry Accounting
Experience
UHY Advisors NY, Inc. April 2015 - Present
CompuGroup Medical US July 2014 - February 2015
Alegeus Technologies January 2013 - July 2014
Pioneer Investments April 2012 - January 2013
Pioneer Investments February 2009 - May 2012
Unicredit October 2010 - May 2011
Pioneer Investments September 2006 - February 2009
Skills
Recruiting, HRIS, Talent Management, Employee Benefits, Deferred Compensation, Performance Management, New Hire Orientations, Talent Acquisition, Onboarding, Employee Engagement, Employee Relations, Human Resources, Applicant Tracking..., Succession Planning, Benefits Administration, Management
Education
Northeastern University
M.S., Leadership-Specialization in Human Resource Management
Clarkson University 2002 — 2006
B.S., Business and Technology Management, Human Resource Management
UHY Advisors NY, Inc. April 2015 - Present
CompuGroup Medical US July 2014 - February 2015
Alegeus Technologies January 2013 - July 2014
Pioneer Investments April 2012 - January 2013
Pioneer Investments February 2009 - May 2012
Unicredit October 2010 - May 2011
Pioneer Investments September 2006 - February 2009
Skills
Recruiting, HRIS, Talent Management, Employee Benefits, Deferred Compensation, Performance Management, New Hire Orientations, Talent Acquisition, Onboarding, Employee Engagement, Employee Relations, Human Resources, Applicant Tracking..., Succession Planning, Benefits Administration, Management
Education
Northeastern University
M.S., Leadership-Specialization in Human Resource Management
Clarkson University 2002 — 2006
B.S., Business and Technology Management, Human Resource Management
Sally Weeber's Pioneer Investments Experience September 2013 - August 2014
Job Business Professional
Industry Financial Services
Experience
Pacific Life August 2014 - Present
Pioneer Investments September 2013 - August 2014
U.S. Bank October 2011 - September 2013
United States Air Force October 2007 - April 2009
Z'Tejas Southwestern Grill October 2006 - October 2007
Skills
Employee Benefits, Benefits Administration, Health Insurance, Insurance, Employee Relations, Life Insurance, Customer Service, Coaching, Leadership Development, Training, Banking, Branch Banking, Banking Law, Financial Analysis, Employee Training, Data Analysis, Market Research, Compliance, Microsoft Office, Microsoft Excel, Microsoft Word, Military Experience, Office Administration, Office Management, PowerPoint, Qualitative Research, Quantitative Research, Restaurants, Risk Assessment, Risk Management, Operational Risk..., Mentoring, Professional Mentoring, Teamwork, Time Management, Military
Education
Colorado Technical University 2010 — 2012
Bachelor of Science (BS), Business Administration and Management, 3.96
Defense Language Institute 2007 — 2008
Spanish
Pacific Life August 2014 - Present
Pioneer Investments September 2013 - August 2014
U.S. Bank October 2011 - September 2013
United States Air Force October 2007 - April 2009
Z'Tejas Southwestern Grill October 2006 - October 2007
Skills
Employee Benefits, Benefits Administration, Health Insurance, Insurance, Employee Relations, Life Insurance, Customer Service, Coaching, Leadership Development, Training, Banking, Branch Banking, Banking Law, Financial Analysis, Employee Training, Data Analysis, Market Research, Compliance, Microsoft Office, Microsoft Excel, Microsoft Word, Military Experience, Office Administration, Office Management, PowerPoint, Qualitative Research, Quantitative Research, Restaurants, Risk Assessment, Risk Management, Operational Risk..., Mentoring, Professional Mentoring, Teamwork, Time Management, Military
Education
Colorado Technical University 2010 — 2012
Bachelor of Science (BS), Business Administration and Management, 3.96
Defense Language Institute 2007 — 2008
Spanish
Fabian Winkler Fabian Winkler's Pioneer Investments Experience July 2005 - September 2005
Job Economist at Federal Reserve Board
Industry Research
Experience
Federal Reserve Board September 2015 - Present
The London School of Economics and Political Science (LSE) October 2011 - September 2014
Deutsche Bundesbank July 2013 - September 2013
NERA Economic Consulting July 2010 - September 2010
International Monetary Fund April 2008 - July 2008
Pioneer Investments July 2005 - September 2005
Skills
Econometrics, Macroeconomics, Economic Modeling, Monetary Economics, Stata, Matlab, DSGE, LaTeX, Competition Economics, VBA, SQL, University Teaching, Monetary Policy, International Economics, Panel Data Analysis, Economics, Statistics, Time Series Analysis, Research
Education
The London School of Economics and Political Science (LSE) 2010 — 2015
Doctor of Philosophy (Ph.D.), Economics
The London School of Economics and Political Science (LSE) 2009 — 2010
Master of Science (MSc), Econometrics and Mathematical Economics
Ecole polytechnique 2007 — 2009
Master's degree, Economics
Ludwig-Maximilians Universität München 2004 — 2007
Vordiplom, Mathematics
Federal Reserve Board September 2015 - Present
The London School of Economics and Political Science (LSE) October 2011 - September 2014
Deutsche Bundesbank July 2013 - September 2013
NERA Economic Consulting July 2010 - September 2010
International Monetary Fund April 2008 - July 2008
Pioneer Investments July 2005 - September 2005
Skills
Econometrics, Macroeconomics, Economic Modeling, Monetary Economics, Stata, Matlab, DSGE, LaTeX, Competition Economics, VBA, SQL, University Teaching, Monetary Policy, International Economics, Panel Data Analysis, Economics, Statistics, Time Series Analysis, Research
Education
The London School of Economics and Political Science (LSE) 2010 — 2015
Doctor of Philosophy (Ph.D.), Economics
The London School of Economics and Political Science (LSE) 2009 — 2010
Master of Science (MSc), Econometrics and Mathematical Economics
Ecole polytechnique 2007 — 2009
Master's degree, Economics
Ludwig-Maximilians Universität München 2004 — 2007
Vordiplom, Mathematics
Bryan Gorham Bryan Gorham's Pioneer Investments Experience June 2014 - August 2014
Job Field Sales and Marketing Representative at Techtronic Industries
Industry
Experience
Techtronic Industries June 2015 - Present
Expedient Laundry September 2012 - January 2015
Pioneer Investments June 2014 - August 2014
Gorham Fire Appliance Co. June 2009 - August 2013
Blue Hill Country Club March 2011 - June 2012
Bella's Pizzeria May 2008 - October 2008
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Social Media, Customer Service, Teamwork, Time Management, Facebook, Public Speaking, Leadership, Team Leadership, Social Networking, Data Analysis, Marketing, Management
Education
Bryant University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Scuola de Lorenzo di Medici 2013 — 2013
Canton High School 2007 — 2011
High School Diploma
Techtronic Industries June 2015 - Present
Expedient Laundry September 2012 - January 2015
Pioneer Investments June 2014 - August 2014
Gorham Fire Appliance Co. June 2009 - August 2013
Blue Hill Country Club March 2011 - June 2012
Bella's Pizzeria May 2008 - October 2008
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Social Media, Customer Service, Teamwork, Time Management, Facebook, Public Speaking, Leadership, Team Leadership, Social Networking, Data Analysis, Marketing, Management
Education
Bryant University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Scuola de Lorenzo di Medici 2013 — 2013
Canton High School 2007 — 2011
High School Diploma
Eric Ennes Eric Ennes's Pioneer Investments Experience 1989 - 1993
Job
Industry Investment Management
Experience
Babson Capital Management June 2011 - Present
Fidelity Investments December 2010 - May 2011
Fidelity Investments September 2008 - November 2010
Fidelity Investments 2005 - September 2008
Fidelity Investments Institutional Services 2002 - 2005
Fidelity Investments 1998 - 2002
Bank of America (Fleet Bank) 1997 - 1998
Digitas (formerly Bronner Slosberg Humphrey, Inc.) 1996 - 1997
Indepenent Financial, a division of Liberty Mutual Insurance 1993 - 1996
Pioneer Investments 1989 - 1993
Skills
Finance, Financial Analysis, Management, Financial Modeling, Investments, Financial Services, Leadership, Mutual Funds, Asset Management, Analysis, Strategic Financial..., Strategic Planning, New Business Development, Financial Planning, Equities, Budgets, Accounting, Business Strategy, Marketing, Securities, Financial Reporting, Risk Management, Project Planning, Private Equity
Education
Bryant University 1980 — 1984
BS
Dighton-Rehoboth Regional High School 1976 — 1980
HS Diploma
Babson Capital Management June 2011 - Present
Fidelity Investments December 2010 - May 2011
Fidelity Investments September 2008 - November 2010
Fidelity Investments 2005 - September 2008
Fidelity Investments Institutional Services 2002 - 2005
Fidelity Investments 1998 - 2002
Bank of America (Fleet Bank) 1997 - 1998
Digitas (formerly Bronner Slosberg Humphrey, Inc.) 1996 - 1997
Indepenent Financial, a division of Liberty Mutual Insurance 1993 - 1996
Pioneer Investments 1989 - 1993
Skills
Finance, Financial Analysis, Management, Financial Modeling, Investments, Financial Services, Leadership, Mutual Funds, Asset Management, Analysis, Strategic Financial..., Strategic Planning, New Business Development, Financial Planning, Equities, Budgets, Accounting, Business Strategy, Marketing, Securities, Financial Reporting, Risk Management, Project Planning, Private Equity
Education
Bryant University 1980 — 1984
BS
Dighton-Rehoboth Regional High School 1976 — 1980
HS Diploma
Durson Joseph Durson Joseph's Pioneer Investments Experience 2007 - 2014
Job Site Manager at Ricoh Business Solutions
Industry Business Supplies and Equipment
Experience
Ricoh Business Solutions October 2005 - Present
Pioneer Investments 2007 - 2014
Ricoh Americas Corporation 2006 - 2008
Ricoh Americas Corporation 2005 - 2006
Ricoh Business Solutions 2004 - 2005
Skills
Managed Print Services, Document Imaging, Document Management, Account Management, Photocopier, Cold Calling, Solution Selling, Sales Process, Contract Negotiation, Team Building, Salesforce.com, Operations Management, B2B, Sales Management, Direct Sales, Customer Service, Process Improvement, Sales, New Business Development, Sales Operations
Education
Bunker Hill Community College
Computer/Information Technology Administration and Management
Ricoh Business Solutions October 2005 - Present
Pioneer Investments 2007 - 2014
Ricoh Americas Corporation 2006 - 2008
Ricoh Americas Corporation 2005 - 2006
Ricoh Business Solutions 2004 - 2005
Skills
Managed Print Services, Document Imaging, Document Management, Account Management, Photocopier, Cold Calling, Solution Selling, Sales Process, Contract Negotiation, Team Building, Salesforce.com, Operations Management, B2B, Sales Management, Direct Sales, Customer Service, Process Improvement, Sales, New Business Development, Sales Operations
Education
Bunker Hill Community College
Computer/Information Technology Administration and Management
Kimberly Snell's Pioneer Investments Experience May 2008 - March 2010
Job Investor Relations
Industry Financial Services
Experience
Sharon Merrill October 2014 - Present
Internet Business Capital Corp March 2013 - October 2014
Higher Moment Capital May 2010 - June 2012
Pioneer Investments May 2008 - March 2010
Skills
Investor Relations, QuickBooks, Microsoft Excel, Accounting, Finance, Financial Reporting, Marketing, Business Development, Financial Analysis, Mutual Funds, Business Planning, Mergers & Acquisitions, Investments, Analysis, Due Diligence, Budgets, Private Equity, Business Strategy, Market Research, Financial Services, Venture Capital, Small Business, Valuation, Strategy, Business Analysis, Entrepreneurship
Education
Fordham University 2013 — 2015
Master of Science (MS), Investor Relations, Cumulative Final GPA: 3.86
Harvard University Extension School 2011 — 2011
Finance, General
Eckerd College 2004 — 2008
Bachelor of Science (BS), International Business
Sharon Merrill October 2014 - Present
Internet Business Capital Corp March 2013 - October 2014
Higher Moment Capital May 2010 - June 2012
Pioneer Investments May 2008 - March 2010
Skills
Investor Relations, QuickBooks, Microsoft Excel, Accounting, Finance, Financial Reporting, Marketing, Business Development, Financial Analysis, Mutual Funds, Business Planning, Mergers & Acquisitions, Investments, Analysis, Due Diligence, Budgets, Private Equity, Business Strategy, Market Research, Financial Services, Venture Capital, Small Business, Valuation, Strategy, Business Analysis, Entrepreneurship
Education
Fordham University 2013 — 2015
Master of Science (MS), Investor Relations, Cumulative Final GPA: 3.86
Harvard University Extension School 2011 — 2011
Finance, General
Eckerd College 2004 — 2008
Bachelor of Science (BS), International Business
Kristina Craaybeek Kristina Craaybeek's Pioneer Investments Experience January 2009 - June 2009
Job Assistant Vice President and Events Specialist, Wellington Management
Industry Financial Services
Experience
Wellington Management July 2011 - Present
Wellington Management October 2009 - July 2011
Pioneer Investments January 2009 - June 2009
Wellington Management January 2008 - November 2008
Boston Globe January 2007 - June 2007
Skills
Program Management, Marketing, Event Planning, Event Management
Education
Northeastern University - Graduate School of Business Administration 2012 — 2016
Master of Business Administration (M.B.A.)
Northeastern University 2005 — 2009
BSBA, Marketing, Management
Wellington Management July 2011 - Present
Wellington Management October 2009 - July 2011
Pioneer Investments January 2009 - June 2009
Wellington Management January 2008 - November 2008
Boston Globe January 2007 - June 2007
Skills
Program Management, Marketing, Event Planning, Event Management
Education
Northeastern University - Graduate School of Business Administration 2012 — 2016
Master of Business Administration (M.B.A.)
Northeastern University 2005 — 2009
BSBA, Marketing, Management
Brian Nelson Brian Nelson's Pioneer Investments Experience March 2007 - May 2010
Job Senior Vice President, Aquisition and Recruiting Strategy, AIG Advisor Group
Industry Financial Services
Experience
AIG Advisor Group April 2015 - Present
National Financial, A Fidelity Investments Company August 2011 - April 2015
Quantuvis Consulting September 2010 - December 2010
Pioneer Investments March 2007 - May 2010
WACHOVIA SECURITIES November 2005 - March 2007
Putnam Investments October 2001 - November 2005
Putnam Investments April 1998 - September 2001
Skills
Relationship Management, Business Development, Project Management, Selling Skills, Corporate Communications, Distribution Strategies, Practice Management, Series 7, Mutual Funds, Series 63, Wealth Management, Alternative Investments, 401k, Investments, Leadership, Separately Managed...
Education
Castleton State College 1990 — 1994
Bachelor of Science, Corporate Communications
AIG Advisor Group April 2015 - Present
National Financial, A Fidelity Investments Company August 2011 - April 2015
Quantuvis Consulting September 2010 - December 2010
Pioneer Investments March 2007 - May 2010
WACHOVIA SECURITIES November 2005 - March 2007
Putnam Investments October 2001 - November 2005
Putnam Investments April 1998 - September 2001
Skills
Relationship Management, Business Development, Project Management, Selling Skills, Corporate Communications, Distribution Strategies, Practice Management, Series 7, Mutual Funds, Series 63, Wealth Management, Alternative Investments, 401k, Investments, Leadership, Separately Managed...
Education
Castleton State College 1990 — 1994
Bachelor of Science, Corporate Communications
Jay Fradenburg Jay Fradenburg's Pioneer Investments Experience 1998 - 1999
Job Vice President, Regional Director at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs August 2015 - Present
Columbia Threadneedle Investments, US August 2004 - August 2015
Columbia Management November 1999 - July 2004
Pioneer Investments 1998 - 1999
Skills
Series 7, Investments, Mutual Funds, Series 63, Asset Allocation, Retirement Planning, Wealth Management, Asset Management, Portfolio Management, Financial Services, Series 6
Education
East Tennessee State University 1989 — 1994
BBA, Marketing
Goldman Sachs August 2015 - Present
Columbia Threadneedle Investments, US August 2004 - August 2015
Columbia Management November 1999 - July 2004
Pioneer Investments 1998 - 1999
Skills
Series 7, Investments, Mutual Funds, Series 63, Asset Allocation, Retirement Planning, Wealth Management, Asset Management, Portfolio Management, Financial Services, Series 6
Education
East Tennessee State University 1989 — 1994
BBA, Marketing
Máté Priegl Máté Priegl's Pioneer Investments Experience July 2013 - Present
Job Investment Analyst at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments July 2013 - Present
Pioneer Investments April 2010 - June 2013
Skills
Economics, Risk Management, Analysis, Financial Modeling, Business Analysis, Econometrics, Teamwork, Statistics, Corporate Finance, Investments, Portfolio Management, Financial Analysis
Education
Corvinus University of Budapest 2010 — 2013
Msc, Finance
Technical University of Budapest 2010 — 2014
MA, Economics
Technical University of Budapest 2006 — 2009
BA, Applied Economics
Török Ignác High School 1998 — 2006
Specialized in English
Pioneer Investments July 2013 - Present
Pioneer Investments April 2010 - June 2013
Skills
Economics, Risk Management, Analysis, Financial Modeling, Business Analysis, Econometrics, Teamwork, Statistics, Corporate Finance, Investments, Portfolio Management, Financial Analysis
Education
Corvinus University of Budapest 2010 — 2013
Msc, Finance
Technical University of Budapest 2010 — 2014
MA, Economics
Technical University of Budapest 2006 — 2009
BA, Applied Economics
Török Ignác High School 1998 — 2006
Specialized in English
Annick O'Brien Annick O'Brien's Pioneer Investments Experience March 2011 - February 2013
Job Legal Officer at Alatus Capital
Industry Maritime
Experience
Alatus Capital September 2015 - Present
GasLog Ltd. May 2013 - Present
DeltaJuris Avocats March 2013 - April 2013
Pioneer Investments March 2011 - February 2013
Daro Film Distribution July 2010 - October 2010
Sherrys Solicitors April 2007 - December 2009
Alliance Atlantis November 2003 - January 2007
FLAC - Free Legal Advice Centres June 2002 - May 2003
Skills
Project Portfolio..., Banking Law, Team Management, French, Investment Banking, Drafting Agreements, Litigation, Corporate Law, Licensing, Intellectual Property, Contract Negotiation, Commercial Litigation, Legal Issues, Legal Assistance, Civil Litigation, Due Diligence, Mergers & Acquisitions, Legal Writing, Corporate Governance, Legal Advice, Document Drafting
Education
Association of Compliance Off in Ireland 2015 — 2017
Diploma in Compliance
Institute of Bankers Ireland 2013 — 2013
QFA Regulation
Alliance Française 2010 — 2013
Diploma in Legal French
Institute of Bankers Ireland 2011 — 2012
Certificate in Investment Fund Services
Law Society of Ireland 2007 — 2009
Professional Qualification
Dublin City University 2002 — 2003
MA
Trinity College, Dublin 1998 — 2002
BA Mod
Confey College 1993 — 1998
Certificat finale (BAC Équivalent)
Alatus Capital September 2015 - Present
GasLog Ltd. May 2013 - Present
DeltaJuris Avocats March 2013 - April 2013
Pioneer Investments March 2011 - February 2013
Daro Film Distribution July 2010 - October 2010
Sherrys Solicitors April 2007 - December 2009
Alliance Atlantis November 2003 - January 2007
FLAC - Free Legal Advice Centres June 2002 - May 2003
Skills
Project Portfolio..., Banking Law, Team Management, French, Investment Banking, Drafting Agreements, Litigation, Corporate Law, Licensing, Intellectual Property, Contract Negotiation, Commercial Litigation, Legal Issues, Legal Assistance, Civil Litigation, Due Diligence, Mergers & Acquisitions, Legal Writing, Corporate Governance, Legal Advice, Document Drafting
Education
Association of Compliance Off in Ireland 2015 — 2017
Diploma in Compliance
Institute of Bankers Ireland 2013 — 2013
QFA Regulation
Alliance Française 2010 — 2013
Diploma in Legal French
Institute of Bankers Ireland 2011 — 2012
Certificate in Investment Fund Services
Law Society of Ireland 2007 — 2009
Professional Qualification
Dublin City University 2002 — 2003
MA
Trinity College, Dublin 1998 — 2002
BA Mod
Confey College 1993 — 1998
Certificat finale (BAC Équivalent)
Josh Ogden Josh Ogden's Pioneer Investments Experience October 1999 - April 2004
Job MBA, Vice President
Industry Events Services
Experience
Tropical CE, Inc - Pinnacle Meetings & Events January 2007 - Present
Pioneer Investments October 1999 - April 2004
Pioneer Investments October 1999 - April 2004
Skills
Trade Shows, Event Management, Meeting Planning, Leadership, Management, Account Management, Event Planning, Conferences, Food & Beverage, Corporate Events, Hospitality, Change Management, Hotels, Tourism, Hospitality Industry, Marketing, Marketing Communications, Travel Planning, Contract Negotiation
Education
Suffolk University - Sawyer School of Management 2003 — 2005
MBA, International Business
Connecticut College 1994 — 1999
BS, Pschology Based Human Relations
Tropical CE, Inc - Pinnacle Meetings & Events January 2007 - Present
Pioneer Investments October 1999 - April 2004
Pioneer Investments October 1999 - April 2004
Skills
Trade Shows, Event Management, Meeting Planning, Leadership, Management, Account Management, Event Planning, Conferences, Food & Beverage, Corporate Events, Hospitality, Change Management, Hotels, Tourism, Hospitality Industry, Marketing, Marketing Communications, Travel Planning, Contract Negotiation
Education
Suffolk University - Sawyer School of Management 2003 — 2005
MBA, International Business
Connecticut College 1994 — 1999
BS, Pschology Based Human Relations
Joseph Belo Jr Joseph Belo Jr's Pioneer Investments Experience April 1994 - September 2002
Job AgentManager Dakota Community Insurance
Industry Insurance
Experience
Dakota Community Insurance February 2007 - Present
American Family Insurance June 2003 - February 2007
Pioneer Investments April 1994 - September 2002
Skills
Commercial Insurance, Property & Casualty..., Insurance, Casualty, Personal Lines Insurance, Term Life Insurance, Umbrella Insurance, Underwriting, General Insurance, Customer Service, Life Insurance, Liability, Marketing, Sales, Team Building, Professional Liability, Sales Management, Homeowners, Coaching, Customer Retention, Casualty Insurance, Business Networking, Brokers, Small Business
Education
Central Connecticut State University 1987 — 1991
Hall High School 1982 — 1986
Dakota Community Insurance February 2007 - Present
American Family Insurance June 2003 - February 2007
Pioneer Investments April 1994 - September 2002
Skills
Commercial Insurance, Property & Casualty..., Insurance, Casualty, Personal Lines Insurance, Term Life Insurance, Umbrella Insurance, Underwriting, General Insurance, Customer Service, Life Insurance, Liability, Marketing, Sales, Team Building, Professional Liability, Sales Management, Homeowners, Coaching, Customer Retention, Casualty Insurance, Business Networking, Brokers, Small Business
Education
Central Connecticut State University 1987 — 1991
Hall High School 1982 — 1986
Darrien Marazzo Darrien Marazzo's Pioneer Investments Experience June 2011 - August 2013
Job Marketing Assistant at The Beer Diaries
Industry Public Relations and Communications
Experience
The Beer Diaries June 2014 - Present
Pioneer Investments June 2011 - August 2013
Champlain College Marketing Department January 2011 - May 2011
Fuse Marketing January 2011 - May 2011
Local Motion (VT) 2011 - 2011
Seventh Generation 2010 - 2011
Meadowbrook Insurance Group June 2010 - August 2010
Outback Steakhouse August 2008 - December 2009
Finard Properties LLC September 2007 - December 2007
Finard Properties LLC September 2007 - December 2007
Skills
Microsoft Excel, PowerPoint, InDesign, Facebook, Press Releases, Social Media, Blogging, Social Media Marketing, Event Planning, Public Relations, Tumblr, Social Networking, Constant Contact, Strategic Communications, Marketing, Photoshop, Management
Education
Champlain College 2007 — 2011
Bachelor's Degree, Public Relations; Marketing
Florence University of the Arts 2010 — 2010
Communication and Media Studies
The Beer Diaries June 2014 - Present
Pioneer Investments June 2011 - August 2013
Champlain College Marketing Department January 2011 - May 2011
Fuse Marketing January 2011 - May 2011
Local Motion (VT) 2011 - 2011
Seventh Generation 2010 - 2011
Meadowbrook Insurance Group June 2010 - August 2010
Outback Steakhouse August 2008 - December 2009
Finard Properties LLC September 2007 - December 2007
Finard Properties LLC September 2007 - December 2007
Skills
Microsoft Excel, PowerPoint, InDesign, Facebook, Press Releases, Social Media, Blogging, Social Media Marketing, Event Planning, Public Relations, Tumblr, Social Networking, Constant Contact, Strategic Communications, Marketing, Photoshop, Management
Education
Champlain College 2007 — 2011
Bachelor's Degree, Public Relations; Marketing
Florence University of the Arts 2010 — 2010
Communication and Media Studies
Daniel Dvinov's Pioneer Investments Experience June 2009 - August 2009
Job Integrations Manager at Oscar
Industry Insurance
Experience
Oscar Insurance July 2015 - Present
athenahealth July 2014 - Present
athenahealth December 2010 - June 2014
Desautels Faculty of Management - McGill University April 2010 - October 2010
Pioneer Investments June 2009 - August 2009
National Regulatory Services June 2008 - August 2008
Skills
Data Analysis, Microsoft Excel, Access, Process Improvement, Leadership, Project Management, SDLC, Cross-functional Team..., Revenue Cycle Management, Trend Analysis
Education
McGill University 2006 — 2010
Bachelor of Commerce, Finance, Strategy, and International Business
Corvinus University of Budapest 2009 — 2009
Strategy, International Business
Oscar Insurance July 2015 - Present
athenahealth July 2014 - Present
athenahealth December 2010 - June 2014
Desautels Faculty of Management - McGill University April 2010 - October 2010
Pioneer Investments June 2009 - August 2009
National Regulatory Services June 2008 - August 2008
Skills
Data Analysis, Microsoft Excel, Access, Process Improvement, Leadership, Project Management, SDLC, Cross-functional Team..., Revenue Cycle Management, Trend Analysis
Education
McGill University 2006 — 2010
Bachelor of Commerce, Finance, Strategy, and International Business
Corvinus University of Budapest 2009 — 2009
Strategy, International Business
Jon Stephenson Jon Stephenson's Pioneer Investments Experience January 2013 - Present
Job Portfolio Manager at Pioneer Investments
Industry Investment Management
Experience
Pioneer Investments January 2013 - Present
Pioneer Investments January 2011 - January 2013
Summer Street Research Partners November 2008 - February 2011
Akasha Capital April 2008 - October 2008
John Hancock 2007 - 2007
Sumer Street Research Partners 2003 - 2007
State Street Research 1997 - 2003
State Street Research 1997 - 1999
Skills
Investment Banking, Equities, Bloomberg, Healthcare, Mergers & Acquisitions, Mutual Funds, Valuation, Hedge Funds, Equity Research, Financial Services, Series 7, Strategy, Competitive Analysis, Entrepreneurship, Venture Capital, Investments, Capital Markets, Asset Management, Management, Financial Modeling
Education
Bucknell University 1993 — 1997
Pioneer Investments January 2013 - Present
Pioneer Investments January 2011 - January 2013
Summer Street Research Partners November 2008 - February 2011
Akasha Capital April 2008 - October 2008
John Hancock 2007 - 2007
Sumer Street Research Partners 2003 - 2007
State Street Research 1997 - 2003
State Street Research 1997 - 1999
Skills
Investment Banking, Equities, Bloomberg, Healthcare, Mergers & Acquisitions, Mutual Funds, Valuation, Hedge Funds, Equity Research, Financial Services, Series 7, Strategy, Competitive Analysis, Entrepreneurship, Venture Capital, Investments, Capital Markets, Asset Management, Management, Financial Modeling
Education
Bucknell University 1993 — 1997
Andrew Acheson Andrew Acheson's Pioneer Investments Experience December 1999 - Present
Job Senior Vice President, Portfolio Manager at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments December 1999 - Present
Skills
Capital Markets, Series 7, Investments, Equities, Asset Management, Alternative Investments
Education
Cranfield University - Cranfield School of Management 1993 — 1994
Master of Business Administration (MBA)
Rugby School 1976 — 1981
Pioneer Investments December 1999 - Present
Skills
Capital Markets, Series 7, Investments, Equities, Asset Management, Alternative Investments
Education
Cranfield University - Cranfield School of Management 1993 — 1994
Master of Business Administration (MBA)
Rugby School 1976 — 1981
sabine shrestha's Pioneer Investments Experience October 2014 - Present
Job Corporate Purchasing Assistant at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments October 2014 - Present
Lutheran Social Services of New England May 2011 - September 2014
Young Women's Christian Association June 2013 - August 2013
Clark University 2010 - 2012
Clark University 2009 - 2012
Himalayan Bank Limited June 2010 - August 2010
Skills
SPSS, Microsoft Office, Stata, Research, Data Analysis, Nonprofits, PowerPoint, Microsoft Excel, Community Outreach
Education
Clark University 2012 — 2013
Master's Degree, Finance, General
Clark University 2008 — 2012
Bachelor of Arts (BA), Economics and Management
Pioneer Investments October 2014 - Present
Lutheran Social Services of New England May 2011 - September 2014
Young Women's Christian Association June 2013 - August 2013
Clark University 2010 - 2012
Clark University 2009 - 2012
Himalayan Bank Limited June 2010 - August 2010
Skills
SPSS, Microsoft Office, Stata, Research, Data Analysis, Nonprofits, PowerPoint, Microsoft Excel, Community Outreach
Education
Clark University 2012 — 2013
Master's Degree, Finance, General
Clark University 2008 — 2012
Bachelor of Arts (BA), Economics and Management
Shannon Leah Wnukowski's Pioneer Investments Experience December 2003 - June 2005
Job Sales Operations Specialist at SeraCare Life Sciences, Inc
Industry Medical Devices
Experience
SeraCare Life Sciences August 2015 - Present
National Marker Company October 2014 - August 2015
Unfors RaySafe ( Fluke Biomedical) May 2013 - September 2014
Unfors RaySafe April 2012 - May 2013
Hologic, Inc November 2009 - April 2012
AIG- Imperial AI Credit June 2006 - June 2009
Investors Bank and Trust June 2005 - June 2006
Pioneer Investments December 2003 - June 2005
Citizens Bank September 1999 - December 2003
Skills
Sales, Customer Satisfaction, Management, Salesforce.com, Cold Calling, inside sales, Constant Contact, Marketing, Marketing Operations, Medical Devices, Process Improvement, Account Management, Project Management, New Business Development, Negotiation, Sales Management, Software Documentation, Microsoft Office, Microsoft Excel, Customer Service, Team Building, Training, Performance Dashboards, Dashboard, Dashboard Builder, Marketing Analytics, Kaizen, Sales Operations, Cross-functional Team..., CRM, Leadership
Education
Curry College 1998 — 2002
Bachelor's degree, Business Administration, Management and Operations
SeraCare Life Sciences August 2015 - Present
National Marker Company October 2014 - August 2015
Unfors RaySafe ( Fluke Biomedical) May 2013 - September 2014
Unfors RaySafe April 2012 - May 2013
Hologic, Inc November 2009 - April 2012
AIG- Imperial AI Credit June 2006 - June 2009
Investors Bank and Trust June 2005 - June 2006
Pioneer Investments December 2003 - June 2005
Citizens Bank September 1999 - December 2003
Skills
Sales, Customer Satisfaction, Management, Salesforce.com, Cold Calling, inside sales, Constant Contact, Marketing, Marketing Operations, Medical Devices, Process Improvement, Account Management, Project Management, New Business Development, Negotiation, Sales Management, Software Documentation, Microsoft Office, Microsoft Excel, Customer Service, Team Building, Training, Performance Dashboards, Dashboard, Dashboard Builder, Marketing Analytics, Kaizen, Sales Operations, Cross-functional Team..., CRM, Leadership
Education
Curry College 1998 — 2002
Bachelor's degree, Business Administration, Management and Operations
Marcy Supovitz, CPC, ChFC, AIF Marcy Supovitz, CPC, ChFC, AIF's Pioneer Investments Experience August 1992 - December 2002
Job Principal, Boulay Donnelly & Supovitz Consulting Group, Inc.
Industry Financial Services
Experience
Boulay Donnelly & Supovitz Consulting Group, Inc. January 2003 - Present
National Association of Plan Advisors (NAPA) September 2011 - Present
Pioneer Investments August 1992 - December 2002
Allmerica Financial July 1977 - August 1992
Education
Clark University 1973 — 1977
BA, Mathematics
American College
ChFC, Chartered Financial Consultant
American Society of Pension Professionals and Actuaries
CPC, Certified Pension Consultant
Boulay Donnelly & Supovitz Consulting Group, Inc. January 2003 - Present
National Association of Plan Advisors (NAPA) September 2011 - Present
Pioneer Investments August 1992 - December 2002
Allmerica Financial July 1977 - August 1992
Education
Clark University 1973 — 1977
BA, Mathematics
American College
ChFC, Chartered Financial Consultant
American Society of Pension Professionals and Actuaries
CPC, Certified Pension Consultant
Andre Parris's Pioneer Investments Experience October 2013 - December 2013
Job Desktop Support Technician
Industry Information Technology and Services
Experience
General Dynamics Information Technology February 2014 - Present
Pioneer Investments October 2013 - December 2013
Randstad Technologies US February 2013 - October 2013
Insight Global September 2012 - December 2012
Sullivan & McLaughlin July 2011 - August 2012
CVS Caremark Corporation October 2009 - December 2010
Sapphire Technologies May 2010 - June 2010
Professional Staffing Group April 2010 - June 2010
Quest Diagnostics October 2006 - April 2009
Ann Taylor Retail April 2006 - January 2009
Skills
Windows 7, Servers, Troubleshooting, Microsoft Office, Operating Systems, Hardware, Networking, XP, Windows, Software Installation, VPN, Reliability, Routers, Customer Service, Outlook, Microsoft Word, Printers, Blackberry, Windows XP, Switches, Software Documentation, Computer Hardware, OS X, TCP/IP, Data Center, Analysis, Unix, System Deployment, HTML/XML, Photography, PowerPoint, Microsoft Excel, Active Directory, VMware, Symantec Backup, Disaster Recovery, Google Apps
Education
Colorado Technical University 2008 — 2010
Information Technology
Fisher College 2006 — 2007
General Dynamics Information Technology February 2014 - Present
Pioneer Investments October 2013 - December 2013
Randstad Technologies US February 2013 - October 2013
Insight Global September 2012 - December 2012
Sullivan & McLaughlin July 2011 - August 2012
CVS Caremark Corporation October 2009 - December 2010
Sapphire Technologies May 2010 - June 2010
Professional Staffing Group April 2010 - June 2010
Quest Diagnostics October 2006 - April 2009
Ann Taylor Retail April 2006 - January 2009
Skills
Windows 7, Servers, Troubleshooting, Microsoft Office, Operating Systems, Hardware, Networking, XP, Windows, Software Installation, VPN, Reliability, Routers, Customer Service, Outlook, Microsoft Word, Printers, Blackberry, Windows XP, Switches, Software Documentation, Computer Hardware, OS X, TCP/IP, Data Center, Analysis, Unix, System Deployment, HTML/XML, Photography, PowerPoint, Microsoft Excel, Active Directory, VMware, Symantec Backup, Disaster Recovery, Google Apps
Education
Colorado Technical University 2008 — 2010
Information Technology
Fisher College 2006 — 2007
Stacy Nazzaro Stacy Nazzaro's Pioneer Investments Experience August 2010 - March 2011
Job Compliance Officer, AVP at Santander Bank, N.A.
Industry Banking
Experience
Santander Bank, N.A. February 2014 - Present
Santander Bank, N.A. February 2012 - February 2014
U.S. Department of State March 2011 - November 2011
Pioneer Investments August 2010 - March 2011
Harvard Business School June 2009 - August 2009
College of the Holy Cross May 2008 - July 2008
Skills
Fluent Spanish, Microsoft Office, Pivot Tables, SQL basics, Spanish, PowerPoint, Leadership, SQL, Public Speaking
Education
College of the Holy Cross 2006 — 2010
BA, Spanish, Economics
Universidad de León 2008 — 2009
Junior Year Abroad, Spanish, Economics
Santander Bank, N.A. February 2014 - Present
Santander Bank, N.A. February 2012 - February 2014
U.S. Department of State March 2011 - November 2011
Pioneer Investments August 2010 - March 2011
Harvard Business School June 2009 - August 2009
College of the Holy Cross May 2008 - July 2008
Skills
Fluent Spanish, Microsoft Office, Pivot Tables, SQL basics, Spanish, PowerPoint, Leadership, SQL, Public Speaking
Education
College of the Holy Cross 2006 — 2010
BA, Spanish, Economics
Universidad de León 2008 — 2009
Junior Year Abroad, Spanish, Economics
Andrew Perrin Andrew Perrin's Pioneer Investments Experience June 2008 - August 2008
Job Associate at Paul, Weiss, Rifkind, Wharton & Garrison LLP
Industry Law Practice
Experience
Paul, Weiss, Rifkind, Wharton & Garrison LLP July 2015 - Present
Linklaters September 2013 - June 2015
Linklaters May 2012 - July 2012
Duke University School of Law 2011 - 2012
The Hon. Wallace H. Bateman, Jr., Court of Common Pleas, 7th Judicial District July 2011 - August 2011
Wolf Theiss June 2011 - July 2011
Partnership International, Inc. January 2010 - May 2010
Pioneer Investments June 2008 - August 2008
BMW Center for German and European Studies August 2007 - May 2008
UniCredit Markets & Investment Banking June 2007 - July 2007
Education
Duke University School of Law 2010 — 2013
J.D.
Georgetown University 2006 — 2010
B.S.F.S., magna cum laude, International Politics
University of Oxford, Pembroke College 2008 — 2009
Study Abroad, History & Politics
Paul, Weiss, Rifkind, Wharton & Garrison LLP July 2015 - Present
Linklaters September 2013 - June 2015
Linklaters May 2012 - July 2012
Duke University School of Law 2011 - 2012
The Hon. Wallace H. Bateman, Jr., Court of Common Pleas, 7th Judicial District July 2011 - August 2011
Wolf Theiss June 2011 - July 2011
Partnership International, Inc. January 2010 - May 2010
Pioneer Investments June 2008 - August 2008
BMW Center for German and European Studies August 2007 - May 2008
UniCredit Markets & Investment Banking June 2007 - July 2007
Education
Duke University School of Law 2010 — 2013
J.D.
Georgetown University 2006 — 2010
B.S.F.S., magna cum laude, International Politics
University of Oxford, Pembroke College 2008 — 2009
Study Abroad, History & Politics
Tara Pescatore Duplaga's Pioneer Investments Experience May 2007 - December 2007
Job Corporate Responsibility Leader
Industry Biotechnology
Experience
EMD Millipore December 2007 - June 2014
Pioneer Investments May 2007 - December 2007
Pioneer Investments May 2001 - December 2007
Pioneer Investments January 1999 - December 2000
Pioneer Investments July 1997 - December 1998
Sight Resource Corporation February 1996 - June 1997
Skills
Media Relations, Crisis Communications, Corporate Communications, Community Development, Internal Communications, Public Relations, Marketing Communications, Communications Planning, Event Management, Press Releases, Nonprofits, Communication Training, Strategic Communications, Corporate Social..., Marketing, Leadership, Management
Education
Western Kentucky University 2015 — 2016
Master of Arts (M.A.), Social Responsibility and Sustainable Communities
Emerson College 2000 — 2001
Graduate Certificate, Public Relations
University of Massachusetts, Amherst 1991 — 1995
Bachelor of Arts (B.A.), Communication, General
EMD Millipore December 2007 - June 2014
Pioneer Investments May 2007 - December 2007
Pioneer Investments May 2001 - December 2007
Pioneer Investments January 1999 - December 2000
Pioneer Investments July 1997 - December 1998
Sight Resource Corporation February 1996 - June 1997
Skills
Media Relations, Crisis Communications, Corporate Communications, Community Development, Internal Communications, Public Relations, Marketing Communications, Communications Planning, Event Management, Press Releases, Nonprofits, Communication Training, Strategic Communications, Corporate Social..., Marketing, Leadership, Management
Education
Western Kentucky University 2015 — 2016
Master of Arts (M.A.), Social Responsibility and Sustainable Communities
Emerson College 2000 — 2001
Graduate Certificate, Public Relations
University of Massachusetts, Amherst 1991 — 1995
Bachelor of Arts (B.A.), Communication, General
Lisa Bohlin Nielsen Lisa Bohlin Nielsen's Pioneer Investments Experience 1987 - 2000
Job Executive Assistant at Highland Capital Partners
Industry Venture Capital & Private Equity
Experience
Highland Capital Partners Executive AssistantParthenon Capital2000 - 2007
Pioneer Investments 1987 - 2000
The Pioneer Group 1987 - 2000
Skills
Private Equity, Mergers, Venture Capital, Investment Banking, Investments, Strategy, Due Diligence, Mergers & Acquisitions, Entrepreneurship, Valuation, Corporate Finance, Start-ups, Corporate Development, Business Strategy, Financial Modeling, M&A experience
Education
Bryant University 1981 — 1985
BS, Management and Marketing
Highland Capital Partners Executive AssistantParthenon Capital2000 - 2007
Pioneer Investments 1987 - 2000
The Pioneer Group 1987 - 2000
Skills
Private Equity, Mergers, Venture Capital, Investment Banking, Investments, Strategy, Due Diligence, Mergers & Acquisitions, Entrepreneurship, Valuation, Corporate Finance, Start-ups, Corporate Development, Business Strategy, Financial Modeling, M&A experience
Education
Bryant University 1981 — 1985
BS, Management and Marketing
Josh Cotter's Pioneer Investments Experience 2007 - 2007
Job Financial Advisor, First Vice President, Sales Manager
Industry Financial Services
Experience
Merrill Lynch October 2007 - Present
Pioneer Investments 2007 - 2007
Boston Capital 2004 - 2007
Skills
Retirement Planning, Fixed Annuities, Investments, Mutual Funds, Retirement, Strategic Financial..., Financial Services, Alternative Investments, Finance, Wealth Management, Portfolio Management
Education
Elon University 1995 — 1999
BA, Communications
Merrill Lynch October 2007 - Present
Pioneer Investments 2007 - 2007
Boston Capital 2004 - 2007
Skills
Retirement Planning, Fixed Annuities, Investments, Mutual Funds, Retirement, Strategic Financial..., Financial Services, Alternative Investments, Finance, Wealth Management, Portfolio Management
Education
Elon University 1995 — 1999
BA, Communications
Patrick Martell Patrick Martell's Pioneer Investments Experience January 2014 - June 2014
Job Merchandiser at Commonwealth Wine & Spirts | Martignetti Companies
Industry Marketing and Advertising
Experience
Commonwealth Wine & Spirts Martignetti Companies September 2015 - Present
Roxy's Grilled Cheese October 2014 - September 2015
Pioneer Investments January 2014 - June 2014
Puma January 2013 - June 2013
Fastenal January 2012 - June 2012
Martell Enterprises Inc. June 2006 - August 2011
Powdermill Equipment June 2006 - August 2006
Skills
Sales, Selling, Sales Operations, Purchase Orders, Analysis, Logistics, Project Planning, Event Planning, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Vlookup, MS Excel Pivot Tables, Social Media Marketing, Twitter, Instagram, Facebook, Lotus Notes, Enterprise Software, Saleslogix, QlikView, Food Service Operations, Food & Beverage, Athletic Apparel, Athletic Footwear, Customer Service, Time Management, Social Media, Management, Teamwork, Leadership, Social Networking, Marketing, Data Analysis
Education
D'Amore-McKim School of Business at Northeastern University 2010 — 2015
Bachelors Science in Business Administration, Dual Concentration: Marketing, Finance
ESIC: Business & Marketing School 2013 — 2013
International Marketing
Westford Academy 2006 — 2010
Commonwealth Wine & Spirts Martignetti Companies September 2015 - Present
Roxy's Grilled Cheese October 2014 - September 2015
Pioneer Investments January 2014 - June 2014
Puma January 2013 - June 2013
Fastenal January 2012 - June 2012
Martell Enterprises Inc. June 2006 - August 2011
Powdermill Equipment June 2006 - August 2006
Skills
Sales, Selling, Sales Operations, Purchase Orders, Analysis, Logistics, Project Planning, Event Planning, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Vlookup, MS Excel Pivot Tables, Social Media Marketing, Twitter, Instagram, Facebook, Lotus Notes, Enterprise Software, Saleslogix, QlikView, Food Service Operations, Food & Beverage, Athletic Apparel, Athletic Footwear, Customer Service, Time Management, Social Media, Management, Teamwork, Leadership, Social Networking, Marketing, Data Analysis
Education
D'Amore-McKim School of Business at Northeastern University 2010 — 2015
Bachelors Science in Business Administration, Dual Concentration: Marketing, Finance
ESIC: Business & Marketing School 2013 — 2013
International Marketing
Westford Academy 2006 — 2010
Kucsma Viktória Kucsma Viktória's Pioneer Investments Experience 2010 - Present
Job Head of Marketing and Communication at Pioneer Fund Management Ltd.
Industry Financial Services
Experience
Pioneer Investments 2010 - Present
Európa Fund Management Co. 2008 - 2010
Pioneer Fund Management 2003 - 2008
Varionex Rt. 1999 - 2003
Coca-Cola Company Hungary 1996 - 1999
Coca-Cola Amatil Hungary 1995 - 1996
Skills
Marketing Strategy, Marketing Management, Marketing Communications, Online Marketing, Brand Development, Public Relations, Advertising, Social Media Marketing, Digital Marketing, Recruitment and..., Performance Management, Internal Satisfaction..., Brand Management, Brand Promotions, Internal Communications, Budget Planning, Fund Management Industry, Mutual Funds, Retail Banking, Press Releases, Integrated Marketing, Management, Strategy, Corporate Communications, Sales, Strategic Communications, Sales Operations, Direct Marketing, Business Strategy, Investments, Market Research, Product Marketing, Business Planning, Online Advertising, CRM, Competitive Analysis, Market Analysis, Digital Media
Education
Budapesti Corvinus Egyetem 1989 — 1995
Master of Business Administration,, Company Organization, ESP
University of Edinburgh 1993 — 1994
One-year course in linguistics
Bankárképző/Bankers' Academy 2004 — 2005
VAP
Pioneer Investments 2010 - Present
Európa Fund Management Co. 2008 - 2010
Pioneer Fund Management 2003 - 2008
Varionex Rt. 1999 - 2003
Coca-Cola Company Hungary 1996 - 1999
Coca-Cola Amatil Hungary 1995 - 1996
Skills
Marketing Strategy, Marketing Management, Marketing Communications, Online Marketing, Brand Development, Public Relations, Advertising, Social Media Marketing, Digital Marketing, Recruitment and..., Performance Management, Internal Satisfaction..., Brand Management, Brand Promotions, Internal Communications, Budget Planning, Fund Management Industry, Mutual Funds, Retail Banking, Press Releases, Integrated Marketing, Management, Strategy, Corporate Communications, Sales, Strategic Communications, Sales Operations, Direct Marketing, Business Strategy, Investments, Market Research, Product Marketing, Business Planning, Online Advertising, CRM, Competitive Analysis, Market Analysis, Digital Media
Education
Budapesti Corvinus Egyetem 1989 — 1995
Master of Business Administration,, Company Organization, ESP
University of Edinburgh 1993 — 1994
One-year course in linguistics
Bankárképző/Bankers' Academy 2004 — 2005
VAP
Alicia Cauteruccio Alicia Cauteruccio's Pioneer Investments Experience June 2010 - August 2010
Job Analyst, Special Situations Sales Trading at Barclays
Industry Financial Services
Experience
Barclays October 2014 - Present
Deutsche Bank September 2012 - October 2014
Deutsche Bank June 2011 - August 2011
Pioneer Investments June 2010 - August 2010
Suffolk County District Attorney's Office June 2010 - August 2010
Dean of Freshmen October 2009 - May 2010
Skills
Economics, Risk Management, Credit Risk, Statistics, History of Art, Excel, SPSS
Education
Connecticut College 2008 — 2012
BA, Economics, Applied Statistics
Barclays October 2014 - Present
Deutsche Bank September 2012 - October 2014
Deutsche Bank June 2011 - August 2011
Pioneer Investments June 2010 - August 2010
Suffolk County District Attorney's Office June 2010 - August 2010
Dean of Freshmen October 2009 - May 2010
Skills
Economics, Risk Management, Credit Risk, Statistics, History of Art, Excel, SPSS
Education
Connecticut College 2008 — 2012
BA, Economics, Applied Statistics
Dianne Lotti's Pioneer Investments Experience January 1989 - April 2002
Job Sr. Business System Analyst at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management April 2014 - Present
BNY Mellon Asset Servicing February 2006 - April 2014
PFPC (Now known as BNY Mellon Asset Servicing) April 2002 - February 2006
Pioneer Investments January 1989 - April 2002
Skills
Systems Analysis, Business Analysis, System Testing, GUI Testing, Relational database..., SDLC methodology -..., Project Management..., Document Management..., Microsoft Office Visio,..., Crystal Reports, Business Objects, Browser capabilities..., Quality Assurance, Mutual Funds, SQL, Risk Management, Software Documentation
Education
Clark University 1999 — 2000
MCSE NT Certification
Eastern Nazarene College 1994 — 1995
BS, Business
MFS Investment Management April 2014 - Present
BNY Mellon Asset Servicing February 2006 - April 2014
PFPC (Now known as BNY Mellon Asset Servicing) April 2002 - February 2006
Pioneer Investments January 1989 - April 2002
Skills
Systems Analysis, Business Analysis, System Testing, GUI Testing, Relational database..., SDLC methodology -..., Project Management..., Document Management..., Microsoft Office Visio,..., Crystal Reports, Business Objects, Browser capabilities..., Quality Assurance, Mutual Funds, SQL, Risk Management, Software Documentation
Education
Clark University 1999 — 2000
MCSE NT Certification
Eastern Nazarene College 1994 — 1995
BS, Business
Will Swenson, CFP® CIMA® Will Swenson, CFP® CIMA®'s Pioneer Investments Experience April 1997 - January 2000
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2005 - Present
Putnam Investments February 2003 - August 2005
State Street Research January 2001 - February 2003
John Hancock Life Insurance Company (U.S.A.) January 2000 - February 2001
Pioneer Investments April 1997 - January 2000
Skills
Personal Financial..., Investment Strategies, Investment Advisory, Relationship Management, Investment Management, Portfolio Management, Wealth Management..., Asset Management, Marathon, Asset Allocation
Education
Colorado College 1990 — 1994
BA, English
The William Penn Charter School 1986 — 1990
TIAA-CREF August 2005 - Present
Putnam Investments February 2003 - August 2005
State Street Research January 2001 - February 2003
John Hancock Life Insurance Company (U.S.A.) January 2000 - February 2001
Pioneer Investments April 1997 - January 2000
Skills
Personal Financial..., Investment Strategies, Investment Advisory, Relationship Management, Investment Management, Portfolio Management, Wealth Management..., Asset Management, Marathon, Asset Allocation
Education
Colorado College 1990 — 1994
BA, English
The William Penn Charter School 1986 — 1990
Joseph Hogan, CFA Joseph Hogan, CFA's Pioneer Investments Experience June 2014 - Present
Job Investment Associate at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments June 2014 - Present
Federal Home Loan Bank of Boston October 2010 - June 2014
Fidelity Investments April 2009 - October 2010
Fidelity Investments August 2007 - April 2009
Skills
Fixed Income, Bonds, Trading, Derivatives, Interest Rate..., Portfolio Management, Asset Management, Capital Markets, Mutual Funds, Financial Analysis, Hedging, Credit Analysis, Credit, Banking, Emerging Markets, Money Market
Education
College of the Holy Cross 2003 — 2007
B.A.
Wyoming Seminary Preparatory School 2001 — 2003
Pioneer Investments June 2014 - Present
Federal Home Loan Bank of Boston October 2010 - June 2014
Fidelity Investments April 2009 - October 2010
Fidelity Investments August 2007 - April 2009
Skills
Fixed Income, Bonds, Trading, Derivatives, Interest Rate..., Portfolio Management, Asset Management, Capital Markets, Mutual Funds, Financial Analysis, Hedging, Credit Analysis, Credit, Banking, Emerging Markets, Money Market
Education
College of the Holy Cross 2003 — 2007
B.A.
Wyoming Seminary Preparatory School 2001 — 2003
Sarah McClelland Sarah McClelland's Pioneer Investments Experience March 2010 - July 2013
Job LinkedIn Consumer Solutions Manager
Industry Internet
Experience
LinkedIn May 2015 - Present
Yahoo June 2013 - March 2015
Pioneer Investments March 2010 - July 2013
Starbucks May 2005 - May 2010
Skills
Leadership, Customer Service, Management, Microsoft Office, Team Leadership, CRM, Training, Customer Experience, Project Management, Social Networking, Customer Satisfaction, Social Media, Team Building, Microsoft Excel, Analytics, Cross-functional Team..., Thinking outside the box
Education
University of Nebraska at Omaha 2007 — 2009
Bachelor of Arts (BA), Psychology
Doane College 2006 — 2007
Psychology, GPA: 3.5
Elkhorn High School 2000 — 2004
High School Diploma
LinkedIn May 2015 - Present
Yahoo June 2013 - March 2015
Pioneer Investments March 2010 - July 2013
Starbucks May 2005 - May 2010
Skills
Leadership, Customer Service, Management, Microsoft Office, Team Leadership, CRM, Training, Customer Experience, Project Management, Social Networking, Customer Satisfaction, Social Media, Team Building, Microsoft Excel, Analytics, Cross-functional Team..., Thinking outside the box
Education
University of Nebraska at Omaha 2007 — 2009
Bachelor of Arts (BA), Psychology
Doane College 2006 — 2007
Psychology, GPA: 3.5
Elkhorn High School 2000 — 2004
High School Diploma
Anne Gildernew Anne Gildernew's Pioneer Investments Experience March 2012 - April 2014
Job Executive Assistant Office Manager
Industry Management Consulting
Experience
Endeavour Partners February 2015 - Present
A private company in Boston April 2014 - February 2015
Pioneer Investments March 2012 - April 2014
Cultural Care Au Pair August 2011 - February 2012
Aspen Specialty Insurance January 2011 - August 2011
A Newton Family September 2008 - December 2010
Starbucks Coffee Company July 2008 - December 2008
The No Name Seafood Restaurant 2007 - 2008
Carol Mutter, Law Professor at University of Tennessee Knoxville February 2006 - January 2007
Publius Press Incorporated October 2004 - December 2006
Skills
Customer Service, Event Management, Microsoft Office, Sales, Salesforce.com, SharePoint, Public Speaking, PowerPoint, Event Planning, Social Media, Microsoft Word, eTime, TA2000, Orbitz, Concur, Communicator NXT, Spanish, Team Leadership, Teamwork, Email Marketing, Project Management, Coaching, Marketing, Team Building, Social Networking, Data Analysis, Time Management, Public Relations, Social Media Marketing, Training, Employee Relations, Leadership, Budgets, Nonprofits, Editing, Recruiting, Organizational..., Outlook, Program Management, Entrepreneurship, Strategic Planning, System Administration, Community Outreach, Facebook, Project Planning, Analysis, Human Resources, Customer Satisfaction, Research, Interpersonal...
Education
Covenant College 2003 — 2008
BA, Interdisciplinary Studies: Art, Education, English Literature
Endeavour Partners February 2015 - Present
A private company in Boston April 2014 - February 2015
Pioneer Investments March 2012 - April 2014
Cultural Care Au Pair August 2011 - February 2012
Aspen Specialty Insurance January 2011 - August 2011
A Newton Family September 2008 - December 2010
Starbucks Coffee Company July 2008 - December 2008
The No Name Seafood Restaurant 2007 - 2008
Carol Mutter, Law Professor at University of Tennessee Knoxville February 2006 - January 2007
Publius Press Incorporated October 2004 - December 2006
Skills
Customer Service, Event Management, Microsoft Office, Sales, Salesforce.com, SharePoint, Public Speaking, PowerPoint, Event Planning, Social Media, Microsoft Word, eTime, TA2000, Orbitz, Concur, Communicator NXT, Spanish, Team Leadership, Teamwork, Email Marketing, Project Management, Coaching, Marketing, Team Building, Social Networking, Data Analysis, Time Management, Public Relations, Social Media Marketing, Training, Employee Relations, Leadership, Budgets, Nonprofits, Editing, Recruiting, Organizational..., Outlook, Program Management, Entrepreneurship, Strategic Planning, System Administration, Community Outreach, Facebook, Project Planning, Analysis, Human Resources, Customer Satisfaction, Research, Interpersonal...
Education
Covenant College 2003 — 2008
BA, Interdisciplinary Studies: Art, Education, English Literature
Shane Donohue's Pioneer Investments Experience January 2015 - Present
Job Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments January 2015 - Present
Bank of America December 2013 - January 2015
Citizens Bank July 2013 - December 2013
Fastenal July 2012 - July 2013
EmploymentBoston Business Concepts January 2012 - July 2012
Boston Business Concepts Inc. December 2011 - July 2012
InternshipCommunity Health Center January 2010 - August 2010
Chelsea Groton Savings Bank May 2008 - January 2009
Skills
Recruiting, Human Resources, Sales, Public Speaking, Interviews, Management, Research, Group Therapy, Account Management, Marketing, Sales Management, Leadership, Cold Calling, Time Management, Customer Service
Education
Curry College 2007 — 2011
Bachelor of Arts (B.A.), Psychology
EducationCurry College 2007 — 2011
Bachelors of Arts, Psychology
Pioneer Investments January 2015 - Present
Bank of America December 2013 - January 2015
Citizens Bank July 2013 - December 2013
Fastenal July 2012 - July 2013
EmploymentBoston Business Concepts January 2012 - July 2012
Boston Business Concepts Inc. December 2011 - July 2012
InternshipCommunity Health Center January 2010 - August 2010
Chelsea Groton Savings Bank May 2008 - January 2009
Skills
Recruiting, Human Resources, Sales, Public Speaking, Interviews, Management, Research, Group Therapy, Account Management, Marketing, Sales Management, Leadership, Cold Calling, Time Management, Customer Service
Education
Curry College 2007 — 2011
Bachelor of Arts (B.A.), Psychology
EducationCurry College 2007 — 2011
Bachelors of Arts, Psychology
Jake Kringdon's Pioneer Investments Experience June 2013 - September 2013
Job Student at New York Real Estate Institute
Industry Real Estate
Experience
New York Real Estate Institute September 2015 - Present
ZenithOptimedia Group I The ROI Agency March 2015 - Present
ZenithOptimedia Group I The ROI Agency November 2014 - March 2015
People's Revolution October 2013 - March 2014
Pioneer Investments June 2013 - September 2013
Pioneer Investments June 2012 - August 2012
UBS May 2009 - June 2009
Skills
Creative Writing, Analytical Writing, Presentation Skills, Hard Worker, Diligent, Able To Multi-task, Attention To Detail, Organized, Proficient in Microsoft..., Proficient in Microsoft..., Proficient in Microsoft..., Social Media, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Business Development, Project Management, Research, Public Relations, Sales
Education
Connecticut College 2009 — 2013
Bachelor Arts
Beaver Country Day School 2006 — 2009
New York Real Estate Institute September 2015 - Present
ZenithOptimedia Group I The ROI Agency March 2015 - Present
ZenithOptimedia Group I The ROI Agency November 2014 - March 2015
People's Revolution October 2013 - March 2014
Pioneer Investments June 2013 - September 2013
Pioneer Investments June 2012 - August 2012
UBS May 2009 - June 2009
Skills
Creative Writing, Analytical Writing, Presentation Skills, Hard Worker, Diligent, Able To Multi-task, Attention To Detail, Organized, Proficient in Microsoft..., Proficient in Microsoft..., Proficient in Microsoft..., Social Media, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Business Development, Project Management, Research, Public Relations, Sales
Education
Connecticut College 2009 — 2013
Bachelor Arts
Beaver Country Day School 2006 — 2009
Willmarie Narvaez's Pioneer Investments Experience June 2006 - Present
Job Senior Helpdesk Associate at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments June 2006 - Present
RBI 2013 - 2013
Oce Business Services January 2004 - February 2005
Gap Inc. 2003 - 2005
Squeeky clean 2003 - 2004
Sodexo 1995 - 2000
Skills
Windows 7, Active Directory, XP, Outlook, Network Administration, Account Management, Inventory Management, Disaster Recovery, Help Desk Support, Asset Management, Computer Hardware, VPN, Microsoft Office, Customer Service, Problem Solving, Microsoft Word, SharePoint, Hardware, Windows, Troubleshooting, VMware, Leadership, Technical Support, Public Speaking, Windows XP, Software Documentation, Customer Experience, Customer Support
Education
Cambridge College 2005 — 2006
Business Management
Year Up 2005 — 2006
Information Technology Training
Brighton High School 1994 — 1999
High School Diploma
Pioneer Investments June 2006 - Present
RBI 2013 - 2013
Oce Business Services January 2004 - February 2005
Gap Inc. 2003 - 2005
Squeeky clean 2003 - 2004
Sodexo 1995 - 2000
Skills
Windows 7, Active Directory, XP, Outlook, Network Administration, Account Management, Inventory Management, Disaster Recovery, Help Desk Support, Asset Management, Computer Hardware, VPN, Microsoft Office, Customer Service, Problem Solving, Microsoft Word, SharePoint, Hardware, Windows, Troubleshooting, VMware, Leadership, Technical Support, Public Speaking, Windows XP, Software Documentation, Customer Experience, Customer Support
Education
Cambridge College 2005 — 2006
Business Management
Year Up 2005 — 2006
Information Technology Training
Brighton High School 1994 — 1999
High School Diploma
Eric Park, CFP®, PhD Eric Park, CFP®, PhD's Pioneer Investments Experience 1981 - 1982
Job CERTIFIED FINANCIAL PLANNER™, CFS®, AIF®, Investment Advisor at LPL Financial
Industry Investment Management
Experience
LPL Financial January 2013 - Present
LPL Financial, The Steamboat Financial Group 1994 - January 2013
Hilliard Lyons February 1987 - January 1994
Wells Fargo Advisors 1982 - 1987
Pioneer Investments 1981 - 1982
Skills
Investments, Mutual Funds, Securities, Wealth Management, Finance, Asset Allocation, Retirement Planning, Investment Management, Retirement, 401k, Strategic Financial..., Certified Financial..., Asset Management, Fixed Annuities, Financial Advisory, Investment Advisory, Investment Strategies, ETFs, Financial Planning, Economics, 401k Rollovers, Portfolio Management, Personal Financial..., Bonds, Risk Management, Wealth, FINRA, Series 7, Financial Services, Financial Analysis, Alternative Investments, Equities, Management, Fixed Income, Banking, Wealth Management..., Capital Markets, IRAs, Options, Life Insurance, Public Speaking, Due Diligence, Team Leadership, Small Business, Financial Risk
Education
University of Missouri-Columbia
PhD, Economics, Consumer, Investments & Finance
The American College
M.S, Finance and Financial Management Services
University of Missouri-Columbia
M.S, Personal Financial Planning
Lindenwood University
BS, Business & Economics, Summa Cum Laude
East Central College
Associate of Science (A.S.), Business Administration and Management, General
LPL Financial January 2013 - Present
LPL Financial, The Steamboat Financial Group 1994 - January 2013
Hilliard Lyons February 1987 - January 1994
Wells Fargo Advisors 1982 - 1987
Pioneer Investments 1981 - 1982
Skills
Investments, Mutual Funds, Securities, Wealth Management, Finance, Asset Allocation, Retirement Planning, Investment Management, Retirement, 401k, Strategic Financial..., Certified Financial..., Asset Management, Fixed Annuities, Financial Advisory, Investment Advisory, Investment Strategies, ETFs, Financial Planning, Economics, 401k Rollovers, Portfolio Management, Personal Financial..., Bonds, Risk Management, Wealth, FINRA, Series 7, Financial Services, Financial Analysis, Alternative Investments, Equities, Management, Fixed Income, Banking, Wealth Management..., Capital Markets, IRAs, Options, Life Insurance, Public Speaking, Due Diligence, Team Leadership, Small Business, Financial Risk
Education
University of Missouri-Columbia
PhD, Economics, Consumer, Investments & Finance
The American College
M.S, Finance and Financial Management Services
University of Missouri-Columbia
M.S, Personal Financial Planning
Lindenwood University
BS, Business & Economics, Summa Cum Laude
East Central College
Associate of Science (A.S.), Business Administration and Management, General
Markus Krenn Markus Krenn's Pioneer Investments Experience July 2009 - July 2009
Job ManagementTrainee at C&A CEE
Industry Textiles
Experience
C&A August 2015 - Present
OMV July 2014 - January 2015
BMLVS - Austrian Armed Forces September 2011 - August 2012
UniCredit Bank Austria AG July 2011 - July 2011
UniCredit Bank Austria AG July 2010 - July 2010
Pioneer Investments July 2009 - July 2009
Pioneer Investments July 2008 - July 2008
Skills
Marketing Management, Sales Management, Presentations, Organisations, Communication Skills, Direct Sales, Team Leadership, Training, PowerPoint, Geschäftsführung
Education
University of Applied Sciences Wiener Neustadt 2015 — 2017
Master of Arts (M.A.), Executive Management & Business Consulting
University of Applied Sciences Vienna 2012 — 2015
Bachelor of Arts (B.A.), Marketing & Sales
Capilano University 2013 — 2013
Semester Abroad, Marketing & Communications
Handelsakademie Baden 2006 — 2011
Reife- and Diplomprüfung, International Economy
C&A August 2015 - Present
OMV July 2014 - January 2015
BMLVS - Austrian Armed Forces September 2011 - August 2012
UniCredit Bank Austria AG July 2011 - July 2011
UniCredit Bank Austria AG July 2010 - July 2010
Pioneer Investments July 2009 - July 2009
Pioneer Investments July 2008 - July 2008
Skills
Marketing Management, Sales Management, Presentations, Organisations, Communication Skills, Direct Sales, Team Leadership, Training, PowerPoint, Geschäftsführung
Education
University of Applied Sciences Wiener Neustadt 2015 — 2017
Master of Arts (M.A.), Executive Management & Business Consulting
University of Applied Sciences Vienna 2012 — 2015
Bachelor of Arts (B.A.), Marketing & Sales
Capilano University 2013 — 2013
Semester Abroad, Marketing & Communications
Handelsakademie Baden 2006 — 2011
Reife- and Diplomprüfung, International Economy
Bryan Albert Bryan Albert's Pioneer Investments Experience 2001 - 2002
Job Vice President and Divisional Sales Manager, IBD Channel covering the Southeast U.S. at Prudential Annuities
Industry Financial Services
Experience
Prudential Financial 2010 - Present
Prudential Financial 2002 - 2010
Pioneer Investments 2001 - 2002
Federated Investors 1997 - 2000
Education
Clemson University 1992 — 1997
Bachelor of Science (B.S.), Biology/Biological Sciences, General
Prudential Financial 2010 - Present
Prudential Financial 2002 - 2010
Pioneer Investments 2001 - 2002
Federated Investors 1997 - 2000
Education
Clemson University 1992 — 1997
Bachelor of Science (B.S.), Biology/Biological Sciences, General
Elizabeth Buxton Elizabeth Buxton's Pioneer Investments Experience June 2012 - August 2012
Job Editorial Associate at Refinery29, Inc.
Industry Publishing
Experience
Refinery29, Inc. May 2015 - Present
Bon Appetit September 2014 - May 2015
Pioneer Investments June 2012 - August 2012
Skills
Social Networking, Marketing Communications, Child Development, Community Outreach, Nonprofits, Childcare, Report Writing, Creative Writing, Nannies, Public Speaking, Babysitting, Spanish, PowerPoint, Teaching, Social Media, Microsoft Office, Event Planning, Microsoft Excel, Microsoft Word, Facebook, Research, Editing, Fundraising, Blogging
Education
The Lee Strasberg Institute 2013 — 2014
Method Acting, Acting
Connecticut College 2009 — 2013
Bachelor of Arts (BA), Double Major in Literatures of English and Theater
Greensboro Day School 1996 — 2009
High School Diploma
Mundo Lengua: Cadiz, Spain 2008 — 2008
Home Stay, Spanish Emersion Program
Refinery29, Inc. May 2015 - Present
Bon Appetit September 2014 - May 2015
Pioneer Investments June 2012 - August 2012
Skills
Social Networking, Marketing Communications, Child Development, Community Outreach, Nonprofits, Childcare, Report Writing, Creative Writing, Nannies, Public Speaking, Babysitting, Spanish, PowerPoint, Teaching, Social Media, Microsoft Office, Event Planning, Microsoft Excel, Microsoft Word, Facebook, Research, Editing, Fundraising, Blogging
Education
The Lee Strasberg Institute 2013 — 2014
Method Acting, Acting
Connecticut College 2009 — 2013
Bachelor of Arts (BA), Double Major in Literatures of English and Theater
Greensboro Day School 1996 — 2009
High School Diploma
Mundo Lengua: Cadiz, Spain 2008 — 2008
Home Stay, Spanish Emersion Program
Jonathan Scott, CFA Jonathan Scott, CFA's Pioneer Investments Experience February 2013 - Present
Job Investment Associate fixed income at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments February 2013 - Present
Preferred Properties of Highland Inc. March 2001 - Present
Pioneer Investments August 2011 - February 2013
Pioneer Investments September 2010 - August 2011
Pioneer Investments September 2008 - September 2010
Hilliard Farber & Co., Inc. May 2007 - August 2007
Skills
Barclays POINT, Bloomberg Terminal, Factset
Education
Colby College 2004 — 2008
BA, Economics, East Asian Studies
The Kent School 2000 — 2004
HS
Pioneer Investments February 2013 - Present
Preferred Properties of Highland Inc. March 2001 - Present
Pioneer Investments August 2011 - February 2013
Pioneer Investments September 2010 - August 2011
Pioneer Investments September 2008 - September 2010
Hilliard Farber & Co., Inc. May 2007 - August 2007
Skills
Barclays POINT, Bloomberg Terminal, Factset
Education
Colby College 2004 — 2008
BA, Economics, East Asian Studies
The Kent School 2000 — 2004
HS
Joshua Gonzalez, CFA Joshua Gonzalez, CFA's Pioneer Investments Experience March 2013 - Present
Job Associate Credit Analyst at Pioneer Investments
Industry Investment Management
Experience
Pioneer Investments March 2013 - Present
Putnam Investments 2010 - March 2013
Barclays Capital June 2009 - August 2009
H.E. Butt Grocery Co. June 2008 - August 2008
Skills
Spanish, Financial Analysis, Excel, Credit Analysis, Financial Modeling, Valuation, Portfolio Management
Education
Cornell University 2006 — 2010
B.S., Applied Economics and Management: Finance
Pioneer Investments March 2013 - Present
Putnam Investments 2010 - March 2013
Barclays Capital June 2009 - August 2009
H.E. Butt Grocery Co. June 2008 - August 2008
Skills
Spanish, Financial Analysis, Excel, Credit Analysis, Financial Modeling, Valuation, Portfolio Management
Education
Cornell University 2006 — 2010
B.S., Applied Economics and Management: Finance
Justin Fitzgerald-Rhodes Justin Fitzgerald-Rhodes's Pioneer Investments Experience October 2014 - Present
Job Regional Consultant RIA West at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments October 2014 - Present
Pioneer Investments February 2012 - October 2014
Federated Investors August 2010 - October 2011
BlackRock September 2005 - January 2011
BlackRock August 2005 - September 2007
Skills
Series 7, Investments, Series 66
Education
College of the Holy Cross 2001 — 2005
Bachelor, Economics
Pioneer Investments October 2014 - Present
Pioneer Investments February 2012 - October 2014
Federated Investors August 2010 - October 2011
BlackRock September 2005 - January 2011
BlackRock August 2005 - September 2007
Skills
Series 7, Investments, Series 66
Education
College of the Holy Cross 2001 — 2005
Bachelor, Economics
Karen Chiaradonna's Pioneer Investments Experience November 1998 - October 2002
Job Manager of New Business Development at American Express
Industry Public Relations and Communications
Experience
American Express March 2015 - Present
Brand.com December 2014 - January 2015
PR Newswire May 2010 - November 2014
Paychex, Inc. October 2002 - May 2010
Pioneer Investments November 1998 - October 2002
Skills
Miller Heiman Sales..., Miller-Heiman Strategic..., Social Media, Salesforce.com, Sales, Cold Calling, Telemarketing, Business Networking, Public Relations, Sales Process, Business Development, Marketing, Press Releases, Strategic Communications
Education
Curry College 1994 — 1998
Business Management
Mansfield High School 1990 — 1994
American Express March 2015 - Present
Brand.com December 2014 - January 2015
PR Newswire May 2010 - November 2014
Paychex, Inc. October 2002 - May 2010
Pioneer Investments November 1998 - October 2002
Skills
Miller Heiman Sales..., Miller-Heiman Strategic..., Social Media, Salesforce.com, Sales, Cold Calling, Telemarketing, Business Networking, Public Relations, Sales Process, Business Development, Marketing, Press Releases, Strategic Communications
Education
Curry College 1994 — 1998
Business Management
Mansfield High School 1990 — 1994
Jennifer Wimmer Jennifer Wimmer's Pioneer Investments Experience February 2001 - June 2004
Job Executive Assistant / Office Manager at The Grossman Group
Industry Consumer Services
Experience
The Grossman Group March 2010 - Present
Enesco, LLC September 2009 - March 2010
Monitor Group November 2004 - April 2009
Pioneer Investments February 2001 - June 2004
Skills
Community Outreach, Event Planning, Internal Communications, Management, PowerPoint, Microsoft Office, Marketing Communications, Public Relations, Public Speaking, Strategic Communications, Strategic Planning, Leadership, Customer Service
Education
DePaul University 2006 — 2009
M.A., World Languages
The University of Iowa 1993 — 1997
Bachelor of Arts, Spanish
The Grossman Group March 2010 - Present
Enesco, LLC September 2009 - March 2010
Monitor Group November 2004 - April 2009
Pioneer Investments February 2001 - June 2004
Skills
Community Outreach, Event Planning, Internal Communications, Management, PowerPoint, Microsoft Office, Marketing Communications, Public Relations, Public Speaking, Strategic Communications, Strategic Planning, Leadership, Customer Service
Education
DePaul University 2006 — 2009
M.A., World Languages
The University of Iowa 1993 — 1997
Bachelor of Arts, Spanish
Dylan Maguire, CPA Dylan Maguire, CPA's Pioneer Investments Experience July 2007 - January 2008
Job Senior Auditor at MFA Moody, Famiglietti & Andronico
Industry Accounting
Experience
MFA - Moody, Famiglietti & Andronico July 2012 - Present
MFA - Moody, Famiglietti & Andronico October 2010 - June 2012
PowerAdvocate June 2009 - September 2010
Merrill Lynch July 2008 - December 2008
Pioneer Investments July 2007 - January 2008
Skills
Excel, Financial Statements, Accounting, Payroll, PeopleSoft, PowerPoint, Microsoft Word, Valuation, Peachtree, Finance, Research, Data Analysis, Invoicing, Oracle Discoverer, Account Reconciliation, Accounts Receivable, Financial Reporting, Financial Analysis, Financial Modeling, QuickBooks, Auditing, Analysis, Microsoft Excel
Education
D'Amore-McKim School of Business at Northeastern University 2010 — 2010
MSA, Accounting
Northeastern University 2005 — 2010
Bachelor of Science, Business Administration; Accounting
MFA - Moody, Famiglietti & Andronico July 2012 - Present
MFA - Moody, Famiglietti & Andronico October 2010 - June 2012
PowerAdvocate June 2009 - September 2010
Merrill Lynch July 2008 - December 2008
Pioneer Investments July 2007 - January 2008
Skills
Excel, Financial Statements, Accounting, Payroll, PeopleSoft, PowerPoint, Microsoft Word, Valuation, Peachtree, Finance, Research, Data Analysis, Invoicing, Oracle Discoverer, Account Reconciliation, Accounts Receivable, Financial Reporting, Financial Analysis, Financial Modeling, QuickBooks, Auditing, Analysis, Microsoft Excel
Education
D'Amore-McKim School of Business at Northeastern University 2010 — 2010
MSA, Accounting
Northeastern University 2005 — 2010
Bachelor of Science, Business Administration; Accounting
Brent Abendroth's Pioneer Investments Experience November 2014 - Present
Job Regional Sales Specialist at Pioneer Investments
Industry Investment Management
Experience
Pioneer Investments November 2014 - Present
Putnam Investments December 2013 - November 2014
Putnam Investments July 2013 - November 2013
Rehmann Financial June 2011 - August 2011
Skills
CRM, Access, Facebook, Microsoft Excel, Entrepreneurship, PowerPoint, Finance, Management, Due Diligence, Microsoft Office, Microsoft Word, Social Media, Research, Public Speaking, Mutual Funds, Customer Service, Teamwork, Team Leadership, Data Analysis, Sports, Sales, Investments
Education
Clark University 2011 — 2013
Business Management, Entrepreneurship
Bryant University 2009 — 2010
Wilbraham and Monson Academy 2008 — 2009
Pioneer Investments November 2014 - Present
Putnam Investments December 2013 - November 2014
Putnam Investments July 2013 - November 2013
Rehmann Financial June 2011 - August 2011
Skills
CRM, Access, Facebook, Microsoft Excel, Entrepreneurship, PowerPoint, Finance, Management, Due Diligence, Microsoft Office, Microsoft Word, Social Media, Research, Public Speaking, Mutual Funds, Customer Service, Teamwork, Team Leadership, Data Analysis, Sports, Sales, Investments
Education
Clark University 2011 — 2013
Business Management, Entrepreneurship
Bryant University 2009 — 2010
Wilbraham and Monson Academy 2008 — 2009
Bob Murphy, CFA Bob Murphy, CFA's Pioneer Investments Experience November 2012 - July 2014
Job Investment Performance Analyst at Loomis, Sayles & Company
Industry Financial Services
Experience
Loomis, Sayles & Company July 2014 - Present
Pioneer Investments November 2012 - July 2014
Pioneer Investments July 2010 - November 2012
Pioneer Investments November 2006 - July 2010
Brown Brothers Harriman December 2005 - November 2006
Boston South Financial Group December 2004 - January 2005
Skills
Bloomberg, Morningstar Direct, Lipper, Eagle PACE, Charles River IMS, Golden Source, Confluence, Bloomberg Terminal, Corporate Actions, Valuation, Securities
Education
Dartmouth College 2001 — 2005
Bachelor of Science, Economics
Rockland High School 1998 — 2001
Loomis, Sayles & Company July 2014 - Present
Pioneer Investments November 2012 - July 2014
Pioneer Investments July 2010 - November 2012
Pioneer Investments November 2006 - July 2010
Brown Brothers Harriman December 2005 - November 2006
Boston South Financial Group December 2004 - January 2005
Skills
Bloomberg, Morningstar Direct, Lipper, Eagle PACE, Charles River IMS, Golden Source, Confluence, Bloomberg Terminal, Corporate Actions, Valuation, Securities
Education
Dartmouth College 2001 — 2005
Bachelor of Science, Economics
Rockland High School 1998 — 2001
Gregory Pasquale, CPA Gregory Pasquale, CPA's Pioneer Investments Experience 2000 - 2004
Job MFA
Industry Accounting
Experience
MFA - Moody, Famiglietti & Andronico January 2014 - Present
ALG Partners Inc. August 2007 - December 2013
M/C Partners January 2005 - August 2007
Pioneer Investments 2000 - 2004
Skills
Financial Reporting, Accounting, Financial Analysis, Private Equity, Mutual Funds, Investments, Auditing, CPA, Finance, Medical Devices, Strategic Financial..., Financial Statements
Education
D'Amore-McKim School of Business at Northeastern University 1997 — 1998
MS/MBA, Accounting
Merrimack College 1992 — 1995
Bachelor of Arts (B.A.), English
BC High 1987 — 1991
MFA - Moody, Famiglietti & Andronico January 2014 - Present
ALG Partners Inc. August 2007 - December 2013
M/C Partners January 2005 - August 2007
Pioneer Investments 2000 - 2004
Skills
Financial Reporting, Accounting, Financial Analysis, Private Equity, Mutual Funds, Investments, Auditing, CPA, Finance, Medical Devices, Strategic Financial..., Financial Statements
Education
D'Amore-McKim School of Business at Northeastern University 1997 — 1998
MS/MBA, Accounting
Merrimack College 1992 — 1995
Bachelor of Arts (B.A.), English
BC High 1987 — 1991
Lisa Zanchi Lisa Zanchi's Pioneer Investments Experience September 2012 - Present
Job Outsource Control Associate at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments September 2012 - Present
Pioneer Investments June 2012 - September 2012
Pioneer Investments September 2011 - June 2012
Merrimack Valley YMCA April 2005 - August 2010
Massachusetts Amateur Sports Foundation (Bay State Games) May 2010 - July 2010
Varsity Swim Shop July 2006 - August 2007
Skills
Time Management, Sales, Microsoft Office, Mutual Funds, Nonprofits, Training, Advertising, Finance, Event Planning, Financial Analysis
Education
Bryant University 2007 — 2011
Bachelor of Science in Business Administration, Concentration: Management; Minors: Communications, Applied Psychology
Pioneer Investments September 2012 - Present
Pioneer Investments June 2012 - September 2012
Pioneer Investments September 2011 - June 2012
Merrimack Valley YMCA April 2005 - August 2010
Massachusetts Amateur Sports Foundation (Bay State Games) May 2010 - July 2010
Varsity Swim Shop July 2006 - August 2007
Skills
Time Management, Sales, Microsoft Office, Mutual Funds, Nonprofits, Training, Advertising, Finance, Event Planning, Financial Analysis
Education
Bryant University 2007 — 2011
Bachelor of Science in Business Administration, Concentration: Management; Minors: Communications, Applied Psychology
Ed McGrath's Pioneer Investments Experience 2004 - 2006
Job eCommerce Solutions Consultant
Industry Financial Services
Experience
Vantiv August 2015 - Present
Chase Paymentech November 2012 - Present
Upromise Investments January 2008 - November 2012
Upromise Investments June 2006 - January 2008
Pioneer Investments 2004 - 2006
Pioneer Investments 2000 - 2004
Pioneer Investments 1998 - 2000
Skills
Process Improvement, Call Center, Metrics Reporting, Financial Services, CRM, Project Planning, Management, Budget, Bloomberg, Vendor Management, Mutual Funds, Securities, Series 7, Asset Managment, Investments
Education
Northeastern University - Graduate School of Business Administration 1997 — 2003
MBA, Business Management
Merrimack College 1991 — 1995
Bachelors, Business
Vantiv August 2015 - Present
Chase Paymentech November 2012 - Present
Upromise Investments January 2008 - November 2012
Upromise Investments June 2006 - January 2008
Pioneer Investments 2004 - 2006
Pioneer Investments 2000 - 2004
Pioneer Investments 1998 - 2000
Skills
Process Improvement, Call Center, Metrics Reporting, Financial Services, CRM, Project Planning, Management, Budget, Bloomberg, Vendor Management, Mutual Funds, Securities, Series 7, Asset Managment, Investments
Education
Northeastern University - Graduate School of Business Administration 1997 — 2003
MBA, Business Management
Merrimack College 1991 — 1995
Bachelors, Business
Elizabeth Cashman Elizabeth Cashman's Pioneer Investments Experience August 2013 - July 2014
Job Group Manager, NSCC Support Services at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services August 2014 - Present
Pioneer Investments August 2013 - July 2014
Boston Financial Data Services February 2013 - August 2013
Hewlett-Packard December 2003 - July 2011
Federated Investors 2002 - 2003
Scudder Investments 2000 - 2002
Scudder Investments 1997 - 2000
Skills
Project Management, Management, Claims Management, Customer Service, Customer Retention, Operations Management, ISO, Microsoft Office, Financial Services, Vendor Management, Business Strategy
Education
University of Massachusetts Boston 1992 — 1993
BA, Economics
Colby College 1989 — 1991
Boston Financial Data Services August 2014 - Present
Pioneer Investments August 2013 - July 2014
Boston Financial Data Services February 2013 - August 2013
Hewlett-Packard December 2003 - July 2011
Federated Investors 2002 - 2003
Scudder Investments 2000 - 2002
Scudder Investments 1997 - 2000
Skills
Project Management, Management, Claims Management, Customer Service, Customer Retention, Operations Management, ISO, Microsoft Office, Financial Services, Vendor Management, Business Strategy
Education
University of Massachusetts Boston 1992 — 1993
BA, Economics
Colby College 1989 — 1991
Gil Hudson Gil Hudson's Pioneer Investments Experience May 2015 - Present
Job VP Finance, Corporate Treasurer at Pioneer Investments
Industry Accounting
Experience
Pioneer Investments May 2015 - Present
Pioneer Investments June 2010 - May 2015
Pioneer Investments May 2008 - June 2010
Pioneer Investments 2002 - 2007
Arthur Andersen LLP 1997 - 2002
Skills
Banking, Asset Managment, Financial Modeling, Investments, Mutual Funds, SEC filings, Financial Markets, Asset Management, Analysis, Financial Reporting, Financial Services, Accounting
Education
Northeastern University 2011 — 2014
MBA
College of the Holy Cross 1993 — 1997
Bachelor of Arts, Economics - Accounting
La Salle College High School 1989 — 1993
Pioneer Investments May 2015 - Present
Pioneer Investments June 2010 - May 2015
Pioneer Investments May 2008 - June 2010
Pioneer Investments 2002 - 2007
Arthur Andersen LLP 1997 - 2002
Skills
Banking, Asset Managment, Financial Modeling, Investments, Mutual Funds, SEC filings, Financial Markets, Asset Management, Analysis, Financial Reporting, Financial Services, Accounting
Education
Northeastern University 2011 — 2014
MBA
College of the Holy Cross 1993 — 1997
Bachelor of Arts, Economics - Accounting
La Salle College High School 1989 — 1993
Amber Steege Amber Steege's Pioneer Investments Experience May 2000 - November 2001
Job Vice President, Mortgage Credit Risk Analysis Manager at BOK Financial
Industry Financial Services
Experience
BOK Financial March 2012 - Present
First National Bank of Omaha March 2008 - February 2012
Omaha Jaycees January 2009 - December 2009
Omaha Jaycees January 2008 - December 2008
Mutual of Omaha Investor Services December 2001 - March 2008
Omaha Jaycees January 2007 - December 2007
Omaha Jaycees January 2006 - December 2006
Pioneer Investments May 2000 - November 2001
Skills
SQL, Report Writing, Management Consulting, Performance Consulting, Data Analysis, Microsoft Office, SQL Server, Budgets, Leadership, Management, Microsoft SQL Server, Positive Can-do Attitude
Education
Concordia University, Nebraska 1996 — 2000
Bachelor of Science, Business Administration, Minor in Mathematics
University of Nebraska at Omaha
MBA
BOK Financial March 2012 - Present
First National Bank of Omaha March 2008 - February 2012
Omaha Jaycees January 2009 - December 2009
Omaha Jaycees January 2008 - December 2008
Mutual of Omaha Investor Services December 2001 - March 2008
Omaha Jaycees January 2007 - December 2007
Omaha Jaycees January 2006 - December 2006
Pioneer Investments May 2000 - November 2001
Skills
SQL, Report Writing, Management Consulting, Performance Consulting, Data Analysis, Microsoft Office, SQL Server, Budgets, Leadership, Management, Microsoft SQL Server, Positive Can-do Attitude
Education
Concordia University, Nebraska 1996 — 2000
Bachelor of Science, Business Administration, Minor in Mathematics
University of Nebraska at Omaha
MBA
Bill Porter Bill Porter's Pioneer Investments Experience August 2010 - Present
Job Head of Institutional North America at Pioneer Investments
Industry
Experience
Pioneer Investments August 2010 - Present
Pioneer Investments August 2008 - July 2010
State Street Global Advisors February 2002 - July 2008
State Street Global Advisors July 1998 - January 2002
Education
St. Lawrence University 1988 — 1992
BA, Government, History
D'Amore-McKim School of Business at Northeastern University
MBA
Pioneer Investments August 2010 - Present
Pioneer Investments August 2008 - July 2010
State Street Global Advisors February 2002 - July 2008
State Street Global Advisors July 1998 - January 2002
Education
St. Lawrence University 1988 — 1992
BA, Government, History
D'Amore-McKim School of Business at Northeastern University
MBA
Joe Kringdon Joe Kringdon's Pioneer Investments Experience June 2008 - August 2014
Job Managing Director/Head of Intermediary Distribution at Columbia Management
Industry Financial Services
Experience
Columbia Management August 2014 - Present
Pioneer Investments June 2008 - August 2014
Putnam Investments April 1999 - May 2008
Smith Barney 1986 - 1999
Merrill Lynch August 1981 - August 1986
The Real Paper November 1980 - April 1981
Meredith July 1980 - November 1980
Skills
Mutual Funds, Marketing, Relationship Management, Sales, Management, Business Strategy, Strategic Communications, Alternative Investments, Asset Allocation, Asset Management, CRM, Equities, Finance, Financial Services, Insurance, Investments, Leadership, Market Research, Marketing Strategy, New Business Development, Portfolio Management, Retail, Retirement, Sales Operations, Securities, Series 63, Series 7, Strategic Planning, Strategy, Wealth Management
Education
College of the Holy Cross 1976 — 1980
BA, English
Blessed Sacrament High School 1972 — 1976
Columbia Management August 2014 - Present
Pioneer Investments June 2008 - August 2014
Putnam Investments April 1999 - May 2008
Smith Barney 1986 - 1999
Merrill Lynch August 1981 - August 1986
The Real Paper November 1980 - April 1981
Meredith July 1980 - November 1980
Skills
Mutual Funds, Marketing, Relationship Management, Sales, Management, Business Strategy, Strategic Communications, Alternative Investments, Asset Allocation, Asset Management, CRM, Equities, Finance, Financial Services, Insurance, Investments, Leadership, Market Research, Marketing Strategy, New Business Development, Portfolio Management, Retail, Retirement, Sales Operations, Securities, Series 63, Series 7, Strategic Planning, Strategy, Wealth Management
Education
College of the Holy Cross 1976 — 1980
BA, English
Blessed Sacrament High School 1972 — 1976
Christopher Thomas Wood's Pioneer Investments Experience October 2004 - April 2007
Job Mass Communications Professional
Industry Media Production
Experience
Xerox Business Services LLC May 2014 - Present
Voya Financial January 2008 - February 2014
Pioneer Investments October 2004 - April 2007
LifeSmart Consultants 2000 - 2004
Zurich Scudder Investments 1996 - 1999
Fidelity Investments 1993 - 1996
The Travelers 1985 - 1993
Skills
Mutual Funds, Marketing Communications, Marketing, Investments, Business Development, Retirement Planning, Financial Services, Program Management, Asset Management, Asset Allocation, Business Relationship..., Strategic Financial..., Key Account Growth, Management, Client Relationship..., Communications..., Communications Tactics, Content Development, 401(k) Marketplace, Institutional Marketing, Media Selection, Strategic Communications, CRM, Financial Planning, Marketing Strategy, Leadership, Email Marketing, Employee Benefits, Strategy
Education
University of California, Los Angeles 1988 — 1989
Professional Certificate, Finance
California State University-Northridge 1981 — 1984
MA (With Distinction), Mass Communications
Gannon University 1968 — 1973
BA, Social Science
NASD/FINRA
Passed Series 6, 7, 63 and 65 examinations
Xerox Business Services LLC May 2014 - Present
Voya Financial January 2008 - February 2014
Pioneer Investments October 2004 - April 2007
LifeSmart Consultants 2000 - 2004
Zurich Scudder Investments 1996 - 1999
Fidelity Investments 1993 - 1996
The Travelers 1985 - 1993
Skills
Mutual Funds, Marketing Communications, Marketing, Investments, Business Development, Retirement Planning, Financial Services, Program Management, Asset Management, Asset Allocation, Business Relationship..., Strategic Financial..., Key Account Growth, Management, Client Relationship..., Communications..., Communications Tactics, Content Development, 401(k) Marketplace, Institutional Marketing, Media Selection, Strategic Communications, CRM, Financial Planning, Marketing Strategy, Leadership, Email Marketing, Employee Benefits, Strategy
Education
University of California, Los Angeles 1988 — 1989
Professional Certificate, Finance
California State University-Northridge 1981 — 1984
MA (With Distinction), Mass Communications
Gannon University 1968 — 1973
BA, Social Science
NASD/FINRA
Passed Series 6, 7, 63 and 65 examinations
William Guillotte's Pioneer Investments Experience February 2001 - August 2006
Job Network PreSales Solutions Engineer at SHI International Corp.
Industry Computer Networking
Experience
SHI International Corp. January 2014 - Present
NWN Corporation August 2011 - December 2013
Computer Sciences Corporation April 2011 - August 2011
Mutualink July 2007 - April 2011
Pioneer Investments February 2001 - August 2006
Skills
Cisco Technologies, Firewalls, TCP/IP, Data Center, Network Administration, Network Engineering, WAN, Networking, Security, Business Continuity, Network Design, Routing, VPN, Cisco IOS, Virtualization, IPSec, Cisco Nexus, ASA, LAN-WAN, VoIP, Network Architecture, Network Security, Juniper, Switches, CCNP, Routers, BGP, Cisco ASA
Education
Central Connecticut State University 1991 — 1995
Bachelor's Degree, Communications
SHI International Corp. January 2014 - Present
NWN Corporation August 2011 - December 2013
Computer Sciences Corporation April 2011 - August 2011
Mutualink July 2007 - April 2011
Pioneer Investments February 2001 - August 2006
Skills
Cisco Technologies, Firewalls, TCP/IP, Data Center, Network Administration, Network Engineering, WAN, Networking, Security, Business Continuity, Network Design, Routing, VPN, Cisco IOS, Virtualization, IPSec, Cisco Nexus, ASA, LAN-WAN, VoIP, Network Architecture, Network Security, Juniper, Switches, CCNP, Routers, BGP, Cisco ASA
Education
Central Connecticut State University 1991 — 1995
Bachelor's Degree, Communications
Jeannine Selig's Pioneer Investments Experience August 2007 - Present
Job Sales System Analyst at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments August 2007 - Present
MassMutual November 2005 - August 2007
EquiServe, N.A. (now Computershare) August 1997 - June 2003
Skills
Leadership, Access, Account Management, Management, Training, Series 7, Process Improvement, Program Management, Salesforce.com, Microsoft Excel, Event Planning, Mutual Funds, Microsoft Office, Social Media, Financial Services, Business Analysis
Education
Emerson College 1985 — 1988
BSSP, Communication Studies
Emerson College 1984 — 1988
BSSP, Communication Studies
Pioneer Investments August 2007 - Present
MassMutual November 2005 - August 2007
EquiServe, N.A. (now Computershare) August 1997 - June 2003
Skills
Leadership, Access, Account Management, Management, Training, Series 7, Process Improvement, Program Management, Salesforce.com, Microsoft Excel, Event Planning, Mutual Funds, Microsoft Office, Social Media, Financial Services, Business Analysis
Education
Emerson College 1985 — 1988
BSSP, Communication Studies
Emerson College 1984 — 1988
BSSP, Communication Studies
Jeff Macknofsky's Pioneer Investments Experience April 2010 - June 2011
Job Senior Computer Systems Analyst at G4S Secure Solutions (USA) Inc.
Industry Information Technology and Services
Experience
G4S Secure Solutions (USA) Inc. June 2011 - Present
Pioneer Investments April 2010 - June 2011
University of Minnesota October 2009 - April 2010
LDS Church March 2009 - April 2009
Belo Corp December 2008 - March 2009
Norwegian Cruise Line November 2005 - October 2008
Office Depot July 2003 - April 2005
AutoNation Inc. 2005 - 2005
DecisionOne Corp. August 2000 - June 2003
Harcourt, Inc. January 1999 - July 2000
Skills
PeopleSoft, Integration, PeopleTools, Production Support, SQR, Software Documentation, Accounts Payable, Analysis, Crystal Reports, Financials, Consulting, Business Analysis, Data Migration, ERP, Program Management, Requirements Analysis, SDLC, SQL, Testing, Troubleshooting
Education
Vanier College 1981 — 1984
Associates Degree in Social Sciences, Geography
Concordia University
BCom Major MIS
G4S Secure Solutions (USA) Inc. June 2011 - Present
Pioneer Investments April 2010 - June 2011
University of Minnesota October 2009 - April 2010
LDS Church March 2009 - April 2009
Belo Corp December 2008 - March 2009
Norwegian Cruise Line November 2005 - October 2008
Office Depot July 2003 - April 2005
AutoNation Inc. 2005 - 2005
DecisionOne Corp. August 2000 - June 2003
Harcourt, Inc. January 1999 - July 2000
Skills
PeopleSoft, Integration, PeopleTools, Production Support, SQR, Software Documentation, Accounts Payable, Analysis, Crystal Reports, Financials, Consulting, Business Analysis, Data Migration, ERP, Program Management, Requirements Analysis, SDLC, SQL, Testing, Troubleshooting
Education
Vanier College 1981 — 1984
Associates Degree in Social Sciences, Geography
Concordia University
BCom Major MIS
Daniel Brassard, MBA's Pioneer Investments Experience October 2008 - June 2012
Job Senior Manager Global Corporate Actions at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2012 - Present
Pioneer Investments October 2008 - June 2012
Pioneer Investments October 2005 - October 2008
Pioneer Investments January 2001 - January 2005
Skills
Bloomberg, Corporate Actions, Client Service, Excel, Valuation, Customer Relations, Securities, Investments, Word, Outlook, Problem Solving, Microsoft Office, Mutual Funds, Pricing, Equities, Fixed Income, Analysis, Research, Customer Service, Back Office, Transfer Agency, Fund Administration, Qualitative Research, Operations Management, Six Sigma, Lean Operations, Middle Office, Global Custody, Class Actions, Financial Services
Education
Northeastern University - Graduate School of Business Administration 2010 — 2012
MBA, Business Administration
College of the Holy Cross 1997 — 2001
BA, History
Fidelity Investments June 2012 - Present
Pioneer Investments October 2008 - June 2012
Pioneer Investments October 2005 - October 2008
Pioneer Investments January 2001 - January 2005
Skills
Bloomberg, Corporate Actions, Client Service, Excel, Valuation, Customer Relations, Securities, Investments, Word, Outlook, Problem Solving, Microsoft Office, Mutual Funds, Pricing, Equities, Fixed Income, Analysis, Research, Customer Service, Back Office, Transfer Agency, Fund Administration, Qualitative Research, Operations Management, Six Sigma, Lean Operations, Middle Office, Global Custody, Class Actions, Financial Services
Education
Northeastern University - Graduate School of Business Administration 2010 — 2012
MBA, Business Administration
College of the Holy Cross 1997 — 2001
BA, History
Steve Uzonyi's Pioneer Investments Experience July 2011 - Present
Job Regional Vice President at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments July 2011 - Present
Transamerica Capital June 2010 - June 2011
ING Life & Annuity Co June 2005 - June 2010
Education
Duquesne University 1995 — 1999
B.S., Business Administration/Finance
Pioneer Investments July 2011 - Present
Transamerica Capital June 2010 - June 2011
ING Life & Annuity Co June 2005 - June 2010
Education
Duquesne University 1995 — 1999
B.S., Business Administration/Finance
Chris Shibutani's Pioneer Investments Experience June 2014 - September 2015
Job Healthcare Equity Research
Industry Investment Management
Experience
Incredibly excited to provide an update soon September 2015 - Present
Pioneer Investments June 2014 - September 2015
Pioneer Investments 2014 - 2015
Pioneer Investments 2014 - 2015
Pioneer Investments 2014 - 2015
UBS Global Asset Management - A&Q/ O'Connor July 2007 - June 2013
JP Morgan Securities July 2005 - June 2007
J.P. Morgan September 2000 - June 2005
Chase H&Q September 1999 - September 2000
Hambrecht & Quist April 1998 - September 1999
Skills
Finance, Healthcare, Equity Research, Hedge Funds, Equity Valuation, Equities, Valuation, Portfolio Management, Asset Managment, Bloomberg, Financial Modeling, sell-side equity..., buy-side equity..., Investments, Asset Management, Private Equity, Investment Management, Alternative Investments, Corporate Finance, Investment Banking, Mutual Funds, Emerging Markets, Fixed Income, Sell Side, Capital Markets, Biotechnology
Education
Columbia University - Columbia Business School 1995 — 1997
MBA, MBA
Columbia University College of Physicians and Surgeons 1985 — 1989
M.D., Medicine
Harvard University 1981 — 1985
Bachelor of Arts, Biology
Incredibly excited to provide an update soon September 2015 - Present
Pioneer Investments June 2014 - September 2015
Pioneer Investments 2014 - 2015
Pioneer Investments 2014 - 2015
Pioneer Investments 2014 - 2015
UBS Global Asset Management - A&Q/ O'Connor July 2007 - June 2013
JP Morgan Securities July 2005 - June 2007
J.P. Morgan September 2000 - June 2005
Chase H&Q September 1999 - September 2000
Hambrecht & Quist April 1998 - September 1999
Skills
Finance, Healthcare, Equity Research, Hedge Funds, Equity Valuation, Equities, Valuation, Portfolio Management, Asset Managment, Bloomberg, Financial Modeling, sell-side equity..., buy-side equity..., Investments, Asset Management, Private Equity, Investment Management, Alternative Investments, Corporate Finance, Investment Banking, Mutual Funds, Emerging Markets, Fixed Income, Sell Side, Capital Markets, Biotechnology
Education
Columbia University - Columbia Business School 1995 — 1997
MBA, MBA
Columbia University College of Physicians and Surgeons 1985 — 1989
M.D., Medicine
Harvard University 1981 — 1985
Bachelor of Arts, Biology
Chris Rossi's Pioneer Investments Experience 2001 - 2005
Job Sales Professional at ResMed Corp
Industry Medical Devices
Experience
ResMed March 2013 - Present
Toastmasters International August 2013 - Present
Financial Sales Professional July 2006 - March 2013
John Hancock 2005 - 2006
Pioneer Investments 2001 - 2005
Skills
Public Speaking, Sleep Medicine, Sales Presentations, Wholesaling, Strategic Financial..., Estate Planning, Social Security, Series 7, Series 63, Wealth Management, Mutual Funds, Financial Advisory, Fixed Annuities, Retirement Planning, Series 6, FINRA, Asset Allocation, 401k, FINRA Series 6, Alternative Investments, Retirement, Uniform Combined State..., Series 24, Securities, Wholesale, Customer Service, Sales
Education
Colgate University 1997 — 2001
BA, Sociology & Anthropology
Providence Country Day 1990 — 1997
ResMed March 2013 - Present
Toastmasters International August 2013 - Present
Financial Sales Professional July 2006 - March 2013
John Hancock 2005 - 2006
Pioneer Investments 2001 - 2005
Skills
Public Speaking, Sleep Medicine, Sales Presentations, Wholesaling, Strategic Financial..., Estate Planning, Social Security, Series 7, Series 63, Wealth Management, Mutual Funds, Financial Advisory, Fixed Annuities, Retirement Planning, Series 6, FINRA, Asset Allocation, 401k, FINRA Series 6, Alternative Investments, Retirement, Uniform Combined State..., Series 24, Securities, Wholesale, Customer Service, Sales
Education
Colgate University 1997 — 2001
BA, Sociology & Anthropology
Providence Country Day 1990 — 1997
Kenneth Wegiel's Pioneer Investments Experience 1997 - Present
Job Sr. Application Developer at Pioneer Investments
Industry Information Technology and Services
Experience
Pioneer Investments 1997 - Present
Skills
.NET, C#, ASP.NET, ASP.NET AJAX, SQL, Microsoft SQL Server, Oracle Applications, PL/SQL, XML, Databases, Java, SSRS, WPF, MVVM, WCF, ASP.NET MVC
Education
Bucknell University 1992 — 1996
B.S., Physics
Pioneer Investments 1997 - Present
Skills
.NET, C#, ASP.NET, ASP.NET AJAX, SQL, Microsoft SQL Server, Oracle Applications, PL/SQL, XML, Databases, Java, SSRS, WPF, MVVM, WCF, ASP.NET MVC
Education
Bucknell University 1992 — 1996
B.S., Physics
Tom Britt's Pioneer Investments Experience August 2002 - March 2005
Job Business Intelligence Consultant
Industry Marketing and Advertising
Experience
Ironwood Pharmaceuticals May 2013 - Present
Epsilon December 2007 - May 2013
Cegedim Dendrite March 2005 - November 2007
Pioneer Investments August 2002 - March 2005
Wheelhouse Corporation February 2000 - April 2002
Skills
Web Analytics, Marketing, Analytics, Analysis, CRM, Business Intelligence, SQL, Data Warehousing, Database Marketing, SharePoint, ETL, Data Mining, Data Analysis, Business Analysis, Email Marketing, Account Management, Project Management, Data Modeling, Recruiting, Salesforce.com, Netezza, Databases, Integrated Marketing, Multi-channel Marketing, Business Objects, Database Design, Requirements Gathering, Segmentation
Education
College of the Holy Cross 1991 — 1995
BA
Arlington High School
Ironwood Pharmaceuticals May 2013 - Present
Epsilon December 2007 - May 2013
Cegedim Dendrite March 2005 - November 2007
Pioneer Investments August 2002 - March 2005
Wheelhouse Corporation February 2000 - April 2002
Skills
Web Analytics, Marketing, Analytics, Analysis, CRM, Business Intelligence, SQL, Data Warehousing, Database Marketing, SharePoint, ETL, Data Mining, Data Analysis, Business Analysis, Email Marketing, Account Management, Project Management, Data Modeling, Recruiting, Salesforce.com, Netezza, Databases, Integrated Marketing, Multi-channel Marketing, Business Objects, Database Design, Requirements Gathering, Segmentation
Education
College of the Holy Cross 1991 — 1995
BA
Arlington High School
Marilyn Whipple's Pioneer Investments Experience February 2003 - January 2006
Job Senior Vice President at Bank of America
Industry Financial Services
Experience
BANK OF AMERICA April 2006 - Present
Riverside Theatre Works 2003 - 2015
Temple Beth David 1987 - 2015
Pioneer Investments February 2003 - January 2006
GRAND CIRCLE TRAVEL, Inc August 2002 - February 2003
Fidelity Investments August 1989 - September 2001
Whipple home 1997 - 1997
Whipple home 1997 - 1997
Skills
Direct Marketing, Marketing Strategy, Marketing Communications, Financial Services, Marketing, Collateral, Program Management, Integrated Marketing, Lead Generation, Multi-channel Marketing, Database Marketing, Brand Management, Digital Marketing, Marketing Management, Direct Mail, Leadership, Advertising, Management, Product Marketing, Strategy, Strategic Planning
Education
Emerson College
B.S
BANK OF AMERICA April 2006 - Present
Riverside Theatre Works 2003 - 2015
Temple Beth David 1987 - 2015
Pioneer Investments February 2003 - January 2006
GRAND CIRCLE TRAVEL, Inc August 2002 - February 2003
Fidelity Investments August 1989 - September 2001
Whipple home 1997 - 1997
Whipple home 1997 - 1997
Skills
Direct Marketing, Marketing Strategy, Marketing Communications, Financial Services, Marketing, Collateral, Program Management, Integrated Marketing, Lead Generation, Multi-channel Marketing, Database Marketing, Brand Management, Digital Marketing, Marketing Management, Direct Mail, Leadership, Advertising, Management, Product Marketing, Strategy, Strategic Planning
Education
Emerson College
B.S
Laurence McGrath's Pioneer Investments Experience March 2006 - September 2010
Job Executive Director US Healthcare Analyst at JP Morgan Asset Management
Industry Investment Management
Experience
JP Morgan Asset Management September 2010 - Present
Pioneer Investments March 2006 - September 2010
Pioneer Investments, Dublin May 2002 - March 2006
Setanta Asset Management June 1998 - April 2002
Skills
Equities, Portfolio Management, Asset Management, Equity Research, Investments, Analysis, Financial Analysis, Capital Markets, Investment Strategies, Hedge Funds, Alternative Investments, Financial Modeling, Bloomberg, Fixed Income, Securities, Investment Banking, Valuation, Asset Managment, Management, Private Equity
Education
Dublin City University 1998 — 2000
M. Science, Investment & Treasury Management
University College Dublin 1994 — 1997
B. Commerce, Banking & Finance
St. Marys College 1984 — 1994
JP Morgan Asset Management September 2010 - Present
Pioneer Investments March 2006 - September 2010
Pioneer Investments, Dublin May 2002 - March 2006
Setanta Asset Management June 1998 - April 2002
Skills
Equities, Portfolio Management, Asset Management, Equity Research, Investments, Analysis, Financial Analysis, Capital Markets, Investment Strategies, Hedge Funds, Alternative Investments, Financial Modeling, Bloomberg, Fixed Income, Securities, Investment Banking, Valuation, Asset Managment, Management, Private Equity
Education
Dublin City University 1998 — 2000
M. Science, Investment & Treasury Management
University College Dublin 1994 — 1997
B. Commerce, Banking & Finance
St. Marys College 1984 — 1994
Ryan Quinn's Pioneer Investments Experience 2002 - 2002
Job Director of Account Management D&B NetProspex
Industry Internet
Experience
Dun & Bradstreet NetProspex August 2008 - Present
Norbury Financial Systems January 2008 - September 2008
GreenPoint Mortgage Funding June 2003 - May 2007
Pioneer Investments 2002 - 2002
Skills
Lead Generation, Email Marketing, Online Marketing, Database Management, CRM software, Email Solutions, Relationship Cultivation, Sales Presentations, eloqua, Salesforce.com, Data Cleaning, International Marketing, Marketing, Eloqua, Database Admin, Online Advertising, B2B, Sales Process, Enterprise Software, PPC, Analytics, CRM, Sales, Marketing Automation, Demand Generation, Direct Sales, SaaS, SEO, Strategic Partnerships, Qualifying Prospects
Education
College of the Holy Cross 1999 — 2003
B.A., Economics / Visual Arts History
Dun & Bradstreet NetProspex August 2008 - Present
Norbury Financial Systems January 2008 - September 2008
GreenPoint Mortgage Funding June 2003 - May 2007
Pioneer Investments 2002 - 2002
Skills
Lead Generation, Email Marketing, Online Marketing, Database Management, CRM software, Email Solutions, Relationship Cultivation, Sales Presentations, eloqua, Salesforce.com, Data Cleaning, International Marketing, Marketing, Eloqua, Database Admin, Online Advertising, B2B, Sales Process, Enterprise Software, PPC, Analytics, CRM, Sales, Marketing Automation, Demand Generation, Direct Sales, SaaS, SEO, Strategic Partnerships, Qualifying Prospects
Education
College of the Holy Cross 1999 — 2003
B.A., Economics / Visual Arts History
Ervin Palinkas's Pioneer Investments Experience August 2014 - Present
Job Director Equity Investments at Pioneer Investments
Industry Investment Management
Experience
Pioneer Investments August 2014 - Present
Pioneer Investments January 2011 - Present
Raiffeisen Investment Funds March 2008 - January 2011
ING Investment Management February 2006 - March 2008
Magyar Nemzeti Bank August 2003 - December 2005
Europhoenix 2002 - 2003
Skills
Portfolio Management, Equities, Valuation, Financial Risk, Asset Management, Capital Markets, Emerging Markets, Investments, Financial Modeling, Corporate Finance, Bloomberg, Private Equity, Financial Markets, Fixed Income, Economics
Education
Central European University 2006 — 2009
MBA
Corvinus University of Budapest 1995 — 2001
Pioneer Investments August 2014 - Present
Pioneer Investments January 2011 - Present
Raiffeisen Investment Funds March 2008 - January 2011
ING Investment Management February 2006 - March 2008
Magyar Nemzeti Bank August 2003 - December 2005
Europhoenix 2002 - 2003
Skills
Portfolio Management, Equities, Valuation, Financial Risk, Asset Management, Capital Markets, Emerging Markets, Investments, Financial Modeling, Corporate Finance, Bloomberg, Private Equity, Financial Markets, Fixed Income, Economics
Education
Central European University 2006 — 2009
MBA
Corvinus University of Budapest 1995 — 2001
Joy Nelson's Pioneer Investments Experience 2005 - 2007
Job Consultant
Industry Financial Services
Experience
TillieStar Compliance Solutions, Inc June 2013 - Present
Charles River Development January 2012 - May 2013
Charles River Development August 2007 - December 2011
Pioneer Investments 2005 - 2007
Pioneer Investment Management, Boston, MA, USA 2005 - 2007
Evergreen Investments 2001 - 2005
Evergreen Investments 2001 - 2005
Skills
Compliance, CRD, Securities, Derivatives, Mutual Funds, Hedge Funds, Series 7, Requirements Analysis, Process Improvement
Education
Emmanuel College 2004 — 2007
Business Administration
Emerson College 2002 — 2004
TillieStar Compliance Solutions, Inc June 2013 - Present
Charles River Development January 2012 - May 2013
Charles River Development August 2007 - December 2011
Pioneer Investments 2005 - 2007
Pioneer Investment Management, Boston, MA, USA 2005 - 2007
Evergreen Investments 2001 - 2005
Evergreen Investments 2001 - 2005
Skills
Compliance, CRD, Securities, Derivatives, Mutual Funds, Hedge Funds, Series 7, Requirements Analysis, Process Improvement
Education
Emmanuel College 2004 — 2007
Business Administration
Emerson College 2002 — 2004
Ryan Brophy's Pioneer Investments Experience 1995 - 1996
Job Director at Citi
Industry Financial Services
Experience
Citi July 2005 - Present
Park Avenue Securities 1999 - 2005
Seligman 1996 - 1999
Seligman Data Corp. 1996 - 1999
Pioneer Investments 1995 - 1996
Skills
Series 7, Compliance, Series 24, Series 6, Series 99, Back Office, Due Diligence
Education
College of the Holy Cross 1991 — 1995
Bachelor of Arts (B.A.), History
Citi July 2005 - Present
Park Avenue Securities 1999 - 2005
Seligman 1996 - 1999
Seligman Data Corp. 1996 - 1999
Pioneer Investments 1995 - 1996
Skills
Series 7, Compliance, Series 24, Series 6, Series 99, Back Office, Due Diligence
Education
College of the Holy Cross 1991 — 1995
Bachelor of Arts (B.A.), History
József Nagypál's Pioneer Investments Experience June 2013 - Present
Job Fixed Income Portfolio Manager at Pioneer Investments
Industry Investment Management
Experience
Pioneer Investments June 2013 - Present
Citi Bank June 2010 - February 2013
National Bank of Hungary January 2007 - July 2010
GH Financials June 2006 - December 2006
Corvinus University of Budapest August 2005 - July 2006
Corvinus University of Budapest January 2004 - December 2004
Skills
Derivatives, Emerging Markets, Portfolio Management, Trading, Interest Rate..., Financial Markets, Fixed Income, Asset Allocation, Macroeconomics, Foreign Exchange, FX Options, Money Market, Rates, Capital Markets, Credit
Education
Corvinus University of Budapest 2001 — 2007
Economics Masters, Macroeconomic Analyst and Forecaster Program, Economic Policy elective
Pioneer Investments June 2013 - Present
Citi Bank June 2010 - February 2013
National Bank of Hungary January 2007 - July 2010
GH Financials June 2006 - December 2006
Corvinus University of Budapest August 2005 - July 2006
Corvinus University of Budapest January 2004 - December 2004
Skills
Derivatives, Emerging Markets, Portfolio Management, Trading, Interest Rate..., Financial Markets, Fixed Income, Asset Allocation, Macroeconomics, Foreign Exchange, FX Options, Money Market, Rates, Capital Markets, Credit
Education
Corvinus University of Budapest 2001 — 2007
Economics Masters, Macroeconomic Analyst and Forecaster Program, Economic Policy elective
Tom Romaniw's Pioneer Investments Experience August 2004 - Present
Job Regional Sales Specialist at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments August 2004 - Present
AIG SunAmerica August 2001 - April 2004
Casey Securities January 2001 - July 2001
Education
Dominican University
Bachelor of Science, Business Administration; Concentration in FinanceFinance
Pioneer Investments August 2004 - Present
AIG SunAmerica August 2001 - April 2004
Casey Securities January 2001 - July 2001
Education
Dominican University
Bachelor of Science, Business Administration; Concentration in FinanceFinance
Vin Cervantes's Pioneer Investments Experience 1997 - 2000
Job Senior Internal Auditor, Commonwealth of Massachusetts
Industry Financial Services
Experience
State Street 2006 - 2012
Blue Cross & Blue Shield of Rhode Island 2004 - 2006
Blue Cross & Blue Shield of Rhode Island 2002 - 2004
Fidelity Investments 2000 - 2001
Pioneer Investments 1997 - 2000
Pioneer Investments 1994 - 1997
Skills
Finance, Budget, Financial Analysis, Financial Reporting, Risk Assessment, Operational Risk, Risk Based Testing, Sarbanes-Oxley, Microsoft Excel, Microsoft Word, Internal Audit, Project Management, Change Management, Risk Management, Aerospace, Private Pilot, Aircraft Maintenance..., Policy, Visio, AML, Enterprise Risk..., Internal Controls
Education
Curry College 2007 — 2009
Master's degree, Business Administration and Management, General
Yale University 1988 — 1992
Bachelor of Arts (B.A.), Political Science and Government
State Street 2006 - 2012
Blue Cross & Blue Shield of Rhode Island 2004 - 2006
Blue Cross & Blue Shield of Rhode Island 2002 - 2004
Fidelity Investments 2000 - 2001
Pioneer Investments 1997 - 2000
Pioneer Investments 1994 - 1997
Skills
Finance, Budget, Financial Analysis, Financial Reporting, Risk Assessment, Operational Risk, Risk Based Testing, Sarbanes-Oxley, Microsoft Excel, Microsoft Word, Internal Audit, Project Management, Change Management, Risk Management, Aerospace, Private Pilot, Aircraft Maintenance..., Policy, Visio, AML, Enterprise Risk..., Internal Controls
Education
Curry College 2007 — 2009
Master's degree, Business Administration and Management, General
Yale University 1988 — 1992
Bachelor of Arts (B.A.), Political Science and Government
Kimberly Boucher, MBA's Pioneer Investments Experience October 2009 - March 2015
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Pioneer Investments October 2009 - March 2015
Pioneer Investments September 2005 - February 2010
American Express September 2002 - September 2005
Skills
Wealth Management, Strategic Financial..., Mutual Funds, Investments, Series 7, Asset Allocation, Relationship Management
Education
Suffolk University - Sawyer Business School 2007 — 2011
Masters, Strategic Management, MBA
Clark University 1998 — 2002
B.A., International Relations and German Studies
Universität Trier 2000 — 2001
German Studies and Government
York High School; York, ME 1994 — 1998
High School Diploma
Fidelity Investments March 2015 - Present
Pioneer Investments October 2009 - March 2015
Pioneer Investments September 2005 - February 2010
American Express September 2002 - September 2005
Skills
Wealth Management, Strategic Financial..., Mutual Funds, Investments, Series 7, Asset Allocation, Relationship Management
Education
Suffolk University - Sawyer Business School 2007 — 2011
Masters, Strategic Management, MBA
Clark University 1998 — 2002
B.A., International Relations and German Studies
Universität Trier 2000 — 2001
German Studies and Government
York High School; York, ME 1994 — 1998
High School Diploma
Christopher Smart's Pioneer Investments Experience 1995 - August 2009
Job International Economics and Investment
Industry Investment Management
Experience
The White House September 2013 - July 2015
Department of Treasury August 2009 - September 2013
Pioneer Investments 1995 - August 2009
Skills
Economics, International Relations, Research, Asset Management, Politics, Policy Analysis, Public Policy, Financial Modeling, Financial Analysis, Investments, Equities, Government, Strategic Planning, Foreign Policy, Policy, Emerging Markets
Education
Columbia University in the City of New York
Doctor of Philosophy (Ph.D.)
Yale University
Bachelor’s Degree
The White House September 2013 - July 2015
Department of Treasury August 2009 - September 2013
Pioneer Investments 1995 - August 2009
Skills
Economics, International Relations, Research, Asset Management, Politics, Policy Analysis, Public Policy, Financial Modeling, Financial Analysis, Investments, Equities, Government, Strategic Planning, Foreign Policy, Policy, Emerging Markets
Education
Columbia University in the City of New York
Doctor of Philosophy (Ph.D.)
Yale University
Bachelor’s Degree
Natasha Low's Pioneer Investments Experience November 2001 - Present
Job Project Manager at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments November 2001 - Present
Pioneer Investments May 1996 - October 2001
Pioneer Investments February 1994 - April 1996
Pioneer Investments March 1992 - January 1994
Pioneer Investments January 1990 - February 1992
Skills
Project Management, Process Improvement, Program Management, Marketing Strategy, Sales, Budgets, Marketing, Risk Management, Negotiation, Financial Analysis
Education
Suffolk University 1992 — 1995
MA, Education - Organizational Development
California Polytechnic State University-San Luis Obispo 1985 — 1989
Human Development, Applied Developmental Psychology Concentration
Pioneer Investments November 2001 - Present
Pioneer Investments May 1996 - October 2001
Pioneer Investments February 1994 - April 1996
Pioneer Investments March 1992 - January 1994
Pioneer Investments January 1990 - February 1992
Skills
Project Management, Process Improvement, Program Management, Marketing Strategy, Sales, Budgets, Marketing, Risk Management, Negotiation, Financial Analysis
Education
Suffolk University 1992 — 1995
MA, Education - Organizational Development
California Polytechnic State University-San Luis Obispo 1985 — 1989
Human Development, Applied Developmental Psychology Concentration
Yves Raymond's Pioneer Investments Experience
Job Vice President at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments
Skills
Equities, Asset Management, Asset Managment, Portfolio Management, Investments
Education
Tufts University - The Fletcher School of Law and Diplomacy 1998 — 1999
Master of Arts, International Finance & Law/Policy
École des Ponts Business School 1997 — 1998
MBA, Finance & Global Strategy/Management
Université de Montréal - Ecole polytechnique de Montréal 1985 — 1989
BSc, Mechanical Engineering
Pioneer Investments
Skills
Equities, Asset Management, Asset Managment, Portfolio Management, Investments
Education
Tufts University - The Fletcher School of Law and Diplomacy 1998 — 1999
Master of Arts, International Finance & Law/Policy
École des Ponts Business School 1997 — 1998
MBA, Finance & Global Strategy/Management
Université de Montréal - Ecole polytechnique de Montréal 1985 — 1989
BSc, Mechanical Engineering
Robyn Tice's Pioneer Investments Experience 1988 - 1993
Job Director, Media Relations
Industry Financial Services
Experience
Eaton Vance October 2008 - Present
Bank of America October 2005 - September 2008
State Street Research 1997 - 2005
Fidelity Investments 1993 - 1997
Pioneer Investments 1988 - 1993
Skills
Media Relations, Marketing Communications, Investor Relations, Financial Services, Social Media, Corporate Communications, Internal Communications, Editing, Investments, Integrated Marketing, Asset Managment, Thought Leadership, Relationship Management, Public Relations, Advertising, Alternative Investments, Strategic Communications, Strategic Planning, Crisis Communications, Portfolio Management, Press Releases
Education
Cornell University 1984 — 1988
BS, Communications, Veterinary Medicine
Suffern High School
Eaton Vance October 2008 - Present
Bank of America October 2005 - September 2008
State Street Research 1997 - 2005
Fidelity Investments 1993 - 1997
Pioneer Investments 1988 - 1993
Skills
Media Relations, Marketing Communications, Investor Relations, Financial Services, Social Media, Corporate Communications, Internal Communications, Editing, Investments, Integrated Marketing, Asset Managment, Thought Leadership, Relationship Management, Public Relations, Advertising, Alternative Investments, Strategic Communications, Strategic Planning, Crisis Communications, Portfolio Management, Press Releases
Education
Cornell University 1984 — 1988
BS, Communications, Veterinary Medicine
Suffern High School
Brad Komenda, CFA's Pioneer Investments Experience June 2008 - Present
Job Fixed Income Portfolio Manager
Industry Investment Management
Experience
Pioneer Investments June 2008 - Present
Columbia Management June 1998 - May 2008
General Electric Capital Assurance March 1993 - June 1998
Skills
Bloomberg, Credit, Fixed Income, Asset Management, Portfolio Management, Mutual Funds, Investments, Derivatives, Valuation, Financial Modeling, Alternative Investments, Asset Allocation
Education
Central Washington University
Bachelor of Science, Accounting and Business Administration
Pioneer Investments June 2008 - Present
Columbia Management June 1998 - May 2008
General Electric Capital Assurance March 1993 - June 1998
Skills
Bloomberg, Credit, Fixed Income, Asset Management, Portfolio Management, Mutual Funds, Investments, Derivatives, Valuation, Financial Modeling, Alternative Investments, Asset Allocation
Education
Central Washington University
Bachelor of Science, Accounting and Business Administration
Nancy Fanning's Pioneer Investments Experience August 2000 - October 2007
Job Senior Paralegal at Voya Financial
Industry Investment Management
Experience
Voya Financial June 2013 - Present
Transamerica October 2010 - January 2013
Bank of America October 2007 - November 2008
Pioneer Investments August 2000 - October 2007
Skills
Mutual Funds, Legal Research, SEC filings, Legal Writing, 1940 Act, Business Process..., Securities Regulation, Project Management, SEC Filings, Due Diligence
Education
Bridgewater State Univeristy 2009 — 2010
Graduate Accounting
Columbia College Chicago
B.A., Liberal Arts
University of California, San Diego
MFA, Visual Arts
Voya Financial June 2013 - Present
Transamerica October 2010 - January 2013
Bank of America October 2007 - November 2008
Pioneer Investments August 2000 - October 2007
Skills
Mutual Funds, Legal Research, SEC filings, Legal Writing, 1940 Act, Business Process..., Securities Regulation, Project Management, SEC Filings, Due Diligence
Education
Bridgewater State Univeristy 2009 — 2010
Graduate Accounting
Columbia College Chicago
B.A., Liberal Arts
University of California, San Diego
MFA, Visual Arts
Andrew Slattery's Pioneer Investments Experience 2002 - 2004
Job at New England Patriots
Industry Retail
Experience
New England Patriots October 2009 - Present
Circles July 2007 - January 2009
Fidelity Investments 2004 - 2006
Pioneer Investments 2002 - 2004
Skills
Microsoft Excel, PowerPoint, Marketing, Customer Service, Microsoft Office, Public Speaking, Sales, Salesforce.com, Social Media Marketing, Financial Analysis, Microsoft Word, Leadership, Social Media, Event Planning, Social Networking, Investments
Education
Colby College 1995 — 2000
New England Patriots October 2009 - Present
Circles July 2007 - January 2009
Fidelity Investments 2004 - 2006
Pioneer Investments 2002 - 2004
Skills
Microsoft Excel, PowerPoint, Marketing, Customer Service, Microsoft Office, Public Speaking, Sales, Salesforce.com, Social Media Marketing, Financial Analysis, Microsoft Word, Leadership, Social Media, Event Planning, Social Networking, Investments
Education
Colby College 1995 — 2000
Sean Reardon's Pioneer Investments Experience August 2005 - November 2012
Job Regional Vice President at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments August 2005 - November 2012
Allegiant Asset Management July 2004 - August 2005
Allegiant Asset Management July 2003 - July 2004
Invesco Funds Group March 2000 - July 2003
OppenheimerFunds July 1999 - March 2000
OppenheimerFunds April 1998 - July 1999
GT Global, Inc February 1997 - April 1998
GT Global, Inc 1995 - 1997
GT Global, Inc 1994 - 1995
Skills
Mutual Funds, Series 7, Separately Managed..., Series 63, Alternative Investments, Asset Allocation, Investments, Uniform Combined State..., Series 6, Asset Managment, ETFs, Wealth Management, Investment Advisory, Investment Strategies, 401k, Securities, Equities, Series 66
Education
Bryant University 1990 — 1994
BS, Business Admin.
The Chinese University of Hong Kong 1991 — 1992
IASP
Mamaroneck
Pioneer Investments August 2005 - November 2012
Allegiant Asset Management July 2004 - August 2005
Allegiant Asset Management July 2003 - July 2004
Invesco Funds Group March 2000 - July 2003
OppenheimerFunds July 1999 - March 2000
OppenheimerFunds April 1998 - July 1999
GT Global, Inc February 1997 - April 1998
GT Global, Inc 1995 - 1997
GT Global, Inc 1994 - 1995
Skills
Mutual Funds, Series 7, Separately Managed..., Series 63, Alternative Investments, Asset Allocation, Investments, Uniform Combined State..., Series 6, Asset Managment, ETFs, Wealth Management, Investment Advisory, Investment Strategies, 401k, Securities, Equities, Series 66
Education
Bryant University 1990 — 1994
BS, Business Admin.
The Chinese University of Hong Kong 1991 — 1992
IASP
Mamaroneck
Seth Bancroft's Pioneer Investments Experience October 2010 - June 2011
Job Research Analyst at NEPC, LLC
Industry Financial Services
Experience
NEPC, LLC July 2012 - Present
NEPC, LLC July 2011 - August 2012
Pioneer Investments October 2010 - June 2011
Richards Barry Joyce & Partners November 2007 - January 2008
Commonwealth of Massachusetts May 2007 - September 2007
Skills
Financial Analysis, Bloomberg, Valuation, Microsoft Excel, Research, Microsoft Office, Market Research, PowerPoint, Fixed Income
Education
Northeastern University - Graduate School of Business Administration 2011 — 2014
MBA/MSF, Business, Finance
Tufts University 2005 — 2009
Bachelor of Arts (BA), Economics
NEPC, LLC July 2012 - Present
NEPC, LLC July 2011 - August 2012
Pioneer Investments October 2010 - June 2011
Richards Barry Joyce & Partners November 2007 - January 2008
Commonwealth of Massachusetts May 2007 - September 2007
Skills
Financial Analysis, Bloomberg, Valuation, Microsoft Excel, Research, Microsoft Office, Market Research, PowerPoint, Fixed Income
Education
Northeastern University - Graduate School of Business Administration 2011 — 2014
MBA/MSF, Business, Finance
Tufts University 2005 — 2009
Bachelor of Arts (BA), Economics
Jack O'Connor's Pioneer Investments Experience April 2008 - July 2010
Job Head of Business Development & Client Service at DDJ Capital
Industry Financial Services
Experience
DDJ Capital August 2013 - Present
MORGAN STANLEY INVESTMENT MANAGEMENT August 2010 - August 2013
Pioneer Investments April 2008 - July 2010
MFS September 2000 - May 2008
Xerox 1987 - 1993
United States Marine Corps 1982 - 1987
Skills
Series 7, Series 24, Financial Services, Investment Advisory, Equities, Asset Management, Fixed Income, Mutual Funds, Series 63, Alternative Investments, Bonds
Education
Denison University 1978 — 1982
B.A., economics
Lake Forest HS
Lake Forest HS
DDJ Capital August 2013 - Present
MORGAN STANLEY INVESTMENT MANAGEMENT August 2010 - August 2013
Pioneer Investments April 2008 - July 2010
MFS September 2000 - May 2008
Xerox 1987 - 1993
United States Marine Corps 1982 - 1987
Skills
Series 7, Series 24, Financial Services, Investment Advisory, Equities, Asset Management, Fixed Income, Mutual Funds, Series 63, Alternative Investments, Bonds
Education
Denison University 1978 — 1982
B.A., economics
Lake Forest HS
Lake Forest HS
Glenn FitzGerald's Pioneer Investments Experience May 1996 - August 1998
Job Real Estate Agent William Raveis, Viridian Associate
Industry Real Estate
Experience
Viridian Energy June 2015 - Present
William Raveis Real Estate May 2015 - Present
Food Dr. March 2014 - Present
State Street Corporation 2008 - 2012
Fidelity Investments August 1998 - July 2008
Pioneer Investments May 1996 - August 1998
Brown Brothers Harriman & Company March 1994 - May 1996
Skills
Relationship Management, Superior Client Service, P&L Responsibility, Written & Oral..., Risk Management, CRM, Management, Analytics, Operations Management, Strategy, P&L Management, Client Services, Securities, Equities, Product Development, Portfolio Management, Alternative Investments, Financial Services, Investments, Vendor Management
Education
College of the Holy Cross
BA
Weymouth South
Viridian Energy June 2015 - Present
William Raveis Real Estate May 2015 - Present
Food Dr. March 2014 - Present
State Street Corporation 2008 - 2012
Fidelity Investments August 1998 - July 2008
Pioneer Investments May 1996 - August 1998
Brown Brothers Harriman & Company March 1994 - May 1996
Skills
Relationship Management, Superior Client Service, P&L Responsibility, Written & Oral..., Risk Management, CRM, Management, Analytics, Operations Management, Strategy, P&L Management, Client Services, Securities, Equities, Product Development, Portfolio Management, Alternative Investments, Financial Services, Investments, Vendor Management
Education
College of the Holy Cross
BA
Weymouth South
W.F. Newhall III's Pioneer Investments Experience 2002 - 2004
Job Sales Support Specialist at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group August 2007 - Present
A.G. Edwards 2004 - 2007
Pioneer Investments 2002 - 2004
Fidelity Investments 1993 - 2002
Fidelity Investments 1996 - 1998
Merrill Lynch 1989 - 1993
Home Fitness Studio/Concept 90 1987 - 1989
Springfield College September 1985 - May 1987
Town of Swampscott September 1983 - June 1984
Young World September 1982 - June 1983
Skills
Series 63, Series 7, Series 9, 401k, Retirement, Mutual Funds, Fixed Annuities, Securities, Sales Management, Sales, Asset Managment, Insurance, Investment Strategies, Investment Advisory, MA Certified PE teacher..., Retirement Planning, Series 6, Asset Management, New Business Development, Business Development, Wealth Management, FINRA, Portfolio Management, Loans, Variable Annuities, Mortgage Lending, Financial Services, Hedge Funds, Series 65, Asset Allocation, IRAs, Financial Advisory, Qualified Retirement..., ETFs, Separately Managed..., Series 24, Alternative Investments, Wealth, Investment Management, Wealth Management..., Estate Planning, Relationship Management, Equities, Bonds, Strategic Financial..., Defined Contribution, Pensions, Uniform Combined State..., Leadership, Long-term Care
Education
Colorado State University 1980 — 1983
M. Ed., Physical Education
Springfield College 1976 — 1980
BS, Physical Education
Swampscott High School 1972 — 1976
Diploma
MassMutual Financial Group August 2007 - Present
A.G. Edwards 2004 - 2007
Pioneer Investments 2002 - 2004
Fidelity Investments 1993 - 2002
Fidelity Investments 1996 - 1998
Merrill Lynch 1989 - 1993
Home Fitness Studio/Concept 90 1987 - 1989
Springfield College September 1985 - May 1987
Town of Swampscott September 1983 - June 1984
Young World September 1982 - June 1983
Skills
Series 63, Series 7, Series 9, 401k, Retirement, Mutual Funds, Fixed Annuities, Securities, Sales Management, Sales, Asset Managment, Insurance, Investment Strategies, Investment Advisory, MA Certified PE teacher..., Retirement Planning, Series 6, Asset Management, New Business Development, Business Development, Wealth Management, FINRA, Portfolio Management, Loans, Variable Annuities, Mortgage Lending, Financial Services, Hedge Funds, Series 65, Asset Allocation, IRAs, Financial Advisory, Qualified Retirement..., ETFs, Separately Managed..., Series 24, Alternative Investments, Wealth, Investment Management, Wealth Management..., Estate Planning, Relationship Management, Equities, Bonds, Strategic Financial..., Defined Contribution, Pensions, Uniform Combined State..., Leadership, Long-term Care
Education
Colorado State University 1980 — 1983
M. Ed., Physical Education
Springfield College 1976 — 1980
BS, Physical Education
Swampscott High School 1972 — 1976
Diploma
Kurt Florian's Pioneer Investments Experience 2007 - June 2012
Job President & CEO at Epilepsy Foundation of Greater Chicago
Industry Financial Services
Experience
Epilepsy Foundation of Greater Chicago July 2012 - Present
Pioneer Investments 2007 - June 2012
Vanderbilt Capital Advisors, LLC September 2005 - June 2012
Katten Muchin Rosenman LLP May 1998 - September 2005
Lord, Bissell & Brook 1984 - 1998
Skills
Structured Finance, Mergers, Securitization, Fixed Income, Securities Law, SEC reporting, Securities, Securities Regulation
Education
Duke University 1981 — 1984
J.D., Law
Duke University School of Law 1981 — 1984
JD, Law
The University of Chicago 1977 — 1981
B.A., Economics
Epilepsy Foundation of Greater Chicago July 2012 - Present
Pioneer Investments 2007 - June 2012
Vanderbilt Capital Advisors, LLC September 2005 - June 2012
Katten Muchin Rosenman LLP May 1998 - September 2005
Lord, Bissell & Brook 1984 - 1998
Skills
Structured Finance, Mergers, Securitization, Fixed Income, Securities Law, SEC reporting, Securities, Securities Regulation
Education
Duke University 1981 — 1984
J.D., Law
Duke University School of Law 1981 — 1984
JD, Law
The University of Chicago 1977 — 1981
B.A., Economics
Jamie McAskill's Pioneer Investments Experience Senior Financial Reporting AnalystPioneer InvestmentsMay 2001 - Present
Job Senior Financial Reporting Analyst at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments Senior Financial Reporting AnalystPioneer InvestmentsMay 2001 - Present
State Street September 1999 - April 2001
Skills
Financial Analysis, Finance, Financial Reporting, Mutual Funds, Customer Service, Bloomberg
Education
Bryant University 1995 — 1999
Bachelor's of Science, Finance, General
Pioneer Investments Senior Financial Reporting AnalystPioneer InvestmentsMay 2001 - Present
State Street September 1999 - April 2001
Skills
Financial Analysis, Finance, Financial Reporting, Mutual Funds, Customer Service, Bloomberg
Education
Bryant University 1995 — 1999
Bachelor's of Science, Finance, General
Ray Haddad's Pioneer Investments Experience August 2014 - Present
Job Portfolio Manager at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments August 2014 - Present
Cedrus Capital Partners July 2011 - July 2014
Putnam Investments December 2007 - April 2010
Putnam Investments October 2004 - October 2007
Putnam Investments May 2003 - October 2004
Putnam Investments September 2000 - October 2004
Sanford C. Bernstein & Co. April 1999 - September 2000
Schroders & Co. May 1997 - April 1999
Gabelli Asset Management March 1996 - May 1997
Skills
Hedge Funds, Equities, Industry Analysis, Mutual Funds, Investments, Investment Management, Investment Banking, Fixed Income, Financial Services, Financial Modeling, Financial Analysis, Finance, Equity Research, Emerging Markets, Due Diligence, Competitive Analysis, Bloomberg, Asset Management, Asset Allocation, Alternative Investments, Portfolio Management, Private Equity, Valuation, Mergers, Management
Education
Columbia University - Columbia Business School 1995 — 1997
MBA, Finance
The George Washington University 1985 — 1986
MS, Mechanical Engineering
Widener University 1981 — 1985
BS, Mechanical Engineering
Pioneer Investments August 2014 - Present
Cedrus Capital Partners July 2011 - July 2014
Putnam Investments December 2007 - April 2010
Putnam Investments October 2004 - October 2007
Putnam Investments May 2003 - October 2004
Putnam Investments September 2000 - October 2004
Sanford C. Bernstein & Co. April 1999 - September 2000
Schroders & Co. May 1997 - April 1999
Gabelli Asset Management March 1996 - May 1997
Skills
Hedge Funds, Equities, Industry Analysis, Mutual Funds, Investments, Investment Management, Investment Banking, Fixed Income, Financial Services, Financial Modeling, Financial Analysis, Finance, Equity Research, Emerging Markets, Due Diligence, Competitive Analysis, Bloomberg, Asset Management, Asset Allocation, Alternative Investments, Portfolio Management, Private Equity, Valuation, Mergers, Management
Education
Columbia University - Columbia Business School 1995 — 1997
MBA, Finance
The George Washington University 1985 — 1986
MS, Mechanical Engineering
Widener University 1981 — 1985
BS, Mechanical Engineering
Cory Robart's Pioneer Investments Experience June 2013 - Present
Job Performance Analyst at Pioneer Investments
Industry Investment Management
Experience
Pioneer Investments June 2013 - Present
Pioneer Investments August 2011 - May 2013
Pioneer Investments August 2010 - August 2011
Bryant University September 2008 - June 2009
Skills
Bloomberg, Finance, Mutual Funds, Portfolio Management, Investments, Securities, Microsoft Office, Fixed Income, Financial Analysis, Economics, Financial Modeling, FactSet, Microsoft Excel, GIPS, Attribution, Equities, Morningstar, Investment Management, Alternative Investments, Real Estate, Property Management, Multi-family Investment..., Residential Investment...
Education
University of Massachusetts Boston 2015 — 2017
Master of Science in Finance (MSF)
Bryant University 2006 — 2010
Bachelor of Science (BS), Finance
Pioneer Investments June 2013 - Present
Pioneer Investments August 2011 - May 2013
Pioneer Investments August 2010 - August 2011
Bryant University September 2008 - June 2009
Skills
Bloomberg, Finance, Mutual Funds, Portfolio Management, Investments, Securities, Microsoft Office, Fixed Income, Financial Analysis, Economics, Financial Modeling, FactSet, Microsoft Excel, GIPS, Attribution, Equities, Morningstar, Investment Management, Alternative Investments, Real Estate, Property Management, Multi-family Investment..., Residential Investment...
Education
University of Massachusetts Boston 2015 — 2017
Master of Science in Finance (MSF)
Bryant University 2006 — 2010
Bachelor of Science (BS), Finance
Scott Krattenmaker's Pioneer Investments Experience July 2008 - October 2010
Job Executive Director, Institutional Sales at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley November 2010 - Present
Pioneer Investments July 2008 - October 2010
Standish Mellon Asset Management October 1999 - July 2008
Fidelity Investments May 1997 - October 1999
Sallie Mae April 1992 - May 1997
Skills
Hedge Funds, Asset Managment, Asset Allocation, Fixed Income, Investments, Equities, Portfolio Management, Mutual Funds, Alternative Investments, Series 7, Capital Markets, Series 63, Securities, Relationship Management, Bloomberg
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1995 — 1999
MBA, Finance
University of Richmond 1987 — 1991
BA, Economics
Belmont Hill School 1982 — 1986
Morgan Stanley November 2010 - Present
Pioneer Investments July 2008 - October 2010
Standish Mellon Asset Management October 1999 - July 2008
Fidelity Investments May 1997 - October 1999
Sallie Mae April 1992 - May 1997
Skills
Hedge Funds, Asset Managment, Asset Allocation, Fixed Income, Investments, Equities, Portfolio Management, Mutual Funds, Alternative Investments, Series 7, Capital Markets, Series 63, Securities, Relationship Management, Bloomberg
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1995 — 1999
MBA, Finance
University of Richmond 1987 — 1991
BA, Economics
Belmont Hill School 1982 — 1986
Kelly (Powers) O'Donnell's Pioneer Investments Experience Compliance DirectorPioneer Investments2003 - 2010
Job Vice President / AML Officer
Industry Financial Services
Experience
Pioneer Investments Compliance DirectorPioneer Investments2003 - 2010
State Street Corporation 1989 - 2003
Skills
Mutual Funds, Customer Service
Education
Curry College 2003 — 2010
Business Administration
Pioneer Investments Compliance DirectorPioneer Investments2003 - 2010
State Street Corporation 1989 - 2003
Skills
Mutual Funds, Customer Service
Education
Curry College 2003 — 2010
Business Administration
Tim Schnurr, CFA's Pioneer Investments Experience 2000 - 2003
Job COO ICAP Patent Brokerage
Industry Capital Markets
Experience
Whispo - NYC Liquor Inventory Locator December 2014 - Present
ICAP Patent Brokerage March 2010 - Present
ICAP August 2008 - February 2010
DiMaio Ahmad Capital December 2005 - May 2008
Amaranth 2003 - 2005
Pioneer Investments 2000 - 2003
Skills
Venture Capital, Intellectual Property, Portfolio Management, Valuation, Patents, Financial Analysis, Hedge Funds, Financial Modeling, Equities, Due Diligence, Private Equity, Strategy, Licensing, Corporate Development, Mergers & Acquisitions, Capital Markets, Securities, Corporate Finance, Investments, Emerging Markets, Investment Banking
Education
Bucknell University 1996 — 2000
BA, Economics
Whispo - NYC Liquor Inventory Locator December 2014 - Present
ICAP Patent Brokerage March 2010 - Present
ICAP August 2008 - February 2010
DiMaio Ahmad Capital December 2005 - May 2008
Amaranth 2003 - 2005
Pioneer Investments 2000 - 2003
Skills
Venture Capital, Intellectual Property, Portfolio Management, Valuation, Patents, Financial Analysis, Hedge Funds, Financial Modeling, Equities, Due Diligence, Private Equity, Strategy, Licensing, Corporate Development, Mergers & Acquisitions, Capital Markets, Securities, Corporate Finance, Investments, Emerging Markets, Investment Banking
Education
Bucknell University 1996 — 2000
BA, Economics
Todd Miles, CFP's Pioneer Investments Experience 1999 - 2001
Job Account Distribution Manager at John Hancock Life Insurance Company (U.S.A.)
Industry Insurance
Experience
John Hancock Life Insurance Company (U.S.A.) March 2010 - Present
MetLife 2007 - 2010
Travelers Life & Annuity 2001 - 2007
Pioneer Investments 1999 - 2001
Education
Cornell University 1994 — 1998
BS, Hospitality Management
John Hancock Life Insurance Company (U.S.A.) March 2010 - Present
MetLife 2007 - 2010
Travelers Life & Annuity 2001 - 2007
Pioneer Investments 1999 - 2001
Education
Cornell University 1994 — 1998
BS, Hospitality Management
Timothy Pynchon's Pioneer Investments Experience June 2000 - May 2013
Job Managing Director / Senior Portfolio Manager at Oppenheimer & Co.
Industry Financial Services
Experience
Oppenheimer & Co. June 2013 - Present
Pioneer Investments June 2000 - May 2013
Pioneer Investments June 2000 - May 2013
Skills
Municipal Bonds, Asset Management, Portfolio Management, High Yield Bonds, Financial Analysis, Structured Finance, Chartered Financial...
Education
Cornell University - S.C. Johnson Graduate School of Management 2007 — 2009
MBA, Finance
Hamilton College 1974 — 1978
Bachelor of Arts (B.A.), English Literature
Oppenheimer & Co. June 2013 - Present
Pioneer Investments June 2000 - May 2013
Pioneer Investments June 2000 - May 2013
Skills
Municipal Bonds, Asset Management, Portfolio Management, High Yield Bonds, Financial Analysis, Structured Finance, Chartered Financial...
Education
Cornell University - S.C. Johnson Graduate School of Management 2007 — 2009
MBA, Finance
Hamilton College 1974 — 1978
Bachelor of Arts (B.A.), English Literature
Sarah Protopopov's Pioneer Investments Experience January 2006 - May 2006
Job Member of the Board at Acton Family Network
Industry Banking
Experience
Acton Family Network October 2013 - Present
Stay at Home Mom September 2012 - Present
Bank of America Merrill Lynch January 2010 - September 2012
Bank of America September 2007 - January 2010
Bank of America April 2006 - September 2007
Pioneer Investments January 2006 - May 2006
J.P. Morgan April 2004 - January 2006
Weston Financial April 2000 - April 2004
Skills
AML, Series 7, Series 24, Operational Risk, Risk Management, ACAMS, Microsoft Word, Microsoft Excel, Compliance, OFAC, Securities, Banking, Financial Services, Operational Risk..., Financial Risk, Anti Money Laundering
Education
University of New Hampshire 1994 — 1996
Bachelor's degree, Political Science and Government
Champlain College 1992 — 1994
Associate's degree, Business Administration and Management, General
Acton Family Network October 2013 - Present
Stay at Home Mom September 2012 - Present
Bank of America Merrill Lynch January 2010 - September 2012
Bank of America September 2007 - January 2010
Bank of America April 2006 - September 2007
Pioneer Investments January 2006 - May 2006
J.P. Morgan April 2004 - January 2006
Weston Financial April 2000 - April 2004
Skills
AML, Series 7, Series 24, Operational Risk, Risk Management, ACAMS, Microsoft Word, Microsoft Excel, Compliance, OFAC, Securities, Banking, Financial Services, Operational Risk..., Financial Risk, Anti Money Laundering
Education
University of New Hampshire 1994 — 1996
Bachelor's degree, Political Science and Government
Champlain College 1992 — 1994
Associate's degree, Business Administration and Management, General
Robert Giannini's Pioneer Investments Experience April 2012 - Present
Job RVP at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments April 2012 - Present
Wells Fargo January 2005 - December 2006
FTN Financial April 2002 - September 2004
HSBC Securities October 1998 - April 2002
Skills
Series 7, Series 63, Investments, Equities, Bloomberg, Capital Markets, Fixed Income, Bond Markets, Mutual Funds, Client Relations Skills, Securities, Sales, Hedge Funds
Education
Anderson School at UCLA 1993 — 1995
Master of Business Administration (M.B.A.), Finance, General
Columbia University in the City of New York 1985 — 1989
Bachelor of Arts (BA), Economics
Maine South HS 1981 — 1985
Pioneer Investments April 2012 - Present
Wells Fargo January 2005 - December 2006
FTN Financial April 2002 - September 2004
HSBC Securities October 1998 - April 2002
Skills
Series 7, Series 63, Investments, Equities, Bloomberg, Capital Markets, Fixed Income, Bond Markets, Mutual Funds, Client Relations Skills, Securities, Sales, Hedge Funds
Education
Anderson School at UCLA 1993 — 1995
Master of Business Administration (M.B.A.), Finance, General
Columbia University in the City of New York 1985 — 1989
Bachelor of Arts (BA), Economics
Maine South HS 1981 — 1985
JoLynn Clark's Pioneer Investments Experience March 2010 - August 2012
Job Banking Professional
Industry Banking
Experience
PrimeLending September 2012 - December 2012
Pioneer Investments March 2010 - August 2012
Gallup October 2009 - March 2010
Prime Therapeutics October 2008 - July 2009
Bank of the West October 2007 - June 2008
The Lending Center May 2006 - October 2007
Freedom Lending, llc January 2006 - May 2006
Ameriquest Mortgage Company January 1998 - November 2005
Skills
Typing, Computer Proficiency, 10 Key, Notary Public, Communication, Listening to customers, Highly detail oriented
Education
Des Moines Area Community College 1997 — 1997
Business Law, 98
Iowa Western Community College 1986 — 1987
Legal Assistant/Paralegal, 90
Lewis Central 1982 — 1985
High School Diploma, General, 85
PrimeLending September 2012 - December 2012
Pioneer Investments March 2010 - August 2012
Gallup October 2009 - March 2010
Prime Therapeutics October 2008 - July 2009
Bank of the West October 2007 - June 2008
The Lending Center May 2006 - October 2007
Freedom Lending, llc January 2006 - May 2006
Ameriquest Mortgage Company January 1998 - November 2005
Skills
Typing, Computer Proficiency, 10 Key, Notary Public, Communication, Listening to customers, Highly detail oriented
Education
Des Moines Area Community College 1997 — 1997
Business Law, 98
Iowa Western Community College 1986 — 1987
Legal Assistant/Paralegal, 90
Lewis Central 1982 — 1985
High School Diploma, General, 85
Kristina Olson's Pioneer Investments Experience June 2010 - Present
Job Compliance Analyst at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments June 2010 - Present
Pioneer Investments 2007 - December 2009
Pioneer Investments August 2006 - 2007
Amazing Pizza Machine January 2006 - May 2006
Skills
Financial Services, Investments, Risk Management, Financial Analysis, Microsoft Office, Equities, Banking, Customer Service, Portfolio Management, Business Analysis, Asset Management, Finance, Relationship Management, Credit, Mutual Funds, Project Management, Leadership, Securities, Legal Compliance, Certified Anti-Money...
Education
Duquesne University 1998 — 2002
Master of Arts (M.A.), History
Wayne State College 1994 — 1998
Bachelor of Science (B.S.), History
Pioneer Investments June 2010 - Present
Pioneer Investments 2007 - December 2009
Pioneer Investments August 2006 - 2007
Amazing Pizza Machine January 2006 - May 2006
Skills
Financial Services, Investments, Risk Management, Financial Analysis, Microsoft Office, Equities, Banking, Customer Service, Portfolio Management, Business Analysis, Asset Management, Finance, Relationship Management, Credit, Mutual Funds, Project Management, Leadership, Securities, Legal Compliance, Certified Anti-Money...
Education
Duquesne University 1998 — 2002
Master of Arts (M.A.), History
Wayne State College 1994 — 1998
Bachelor of Science (B.S.), History
robert terhardt's Pioneer Investments Experience April 1998 - February 2000
Job Director Offutt Campus at EmbryRiddle Aeronautical University
Industry Higher Education
Experience
Embry-Riddle Aeronautical University January 2000 - Present
Pioneer Investments April 1998 - February 2000
Reliastar October 1996 - January 1998
United States Air Force November 1970 - November 1996
Skills
University Teaching, Academic Advising, Higher Education, Instructional Design, Student Development, Admissions, Academic Administration, Adult Education, Distance Learning, Teaching, Student Affairs, E-Learning, Curriculum Development, Enrollment Management, Military, Research, Microsoft Office, Management, Higher Education..., Public Speaking, Aircraft Maintenance, DoD
Education
Embry-Riddle Aeronautical University 2012 — 2015
Master of Occupational Safety and Helath, Occupational Safety, Currently Attending
Embry-Riddle Aeronautical University 2003 — 2005
Master of Aeronautical Science, Aviation Safety and Human Factors
University of Oklahoma 1994 — 1995
Master Human Relations
south milwaukee high
Embry-Riddle Aeronautical University January 2000 - Present
Pioneer Investments April 1998 - February 2000
Reliastar October 1996 - January 1998
United States Air Force November 1970 - November 1996
Skills
University Teaching, Academic Advising, Higher Education, Instructional Design, Student Development, Admissions, Academic Administration, Adult Education, Distance Learning, Teaching, Student Affairs, E-Learning, Curriculum Development, Enrollment Management, Military, Research, Microsoft Office, Management, Higher Education..., Public Speaking, Aircraft Maintenance, DoD
Education
Embry-Riddle Aeronautical University 2012 — 2015
Master of Occupational Safety and Helath, Occupational Safety, Currently Attending
Embry-Riddle Aeronautical University 2003 — 2005
Master of Aeronautical Science, Aviation Safety and Human Factors
University of Oklahoma 1994 — 1995
Master Human Relations
south milwaukee high
Jeanne Clampitt's Pioneer Investments Experience November 2007 - May 2013
Job Fixed Annuity Specialist at Pacific Life
Industry Financial Services
Experience
Pacific Life November 2013 - Present
Pioneer Investments November 2007 - May 2013
Pioneer Investments September 2003 - March 2005
Pioneer Investments June 1999 - September 2003
Education
Scarritt Graduate Center 1984 — 1986
Master of Arts (MA), Christian Education
Centenary College of Louisiana 1981 — 1984
Bachelor of Arts (BA), Christian Education
Pacific Life November 2013 - Present
Pioneer Investments November 2007 - May 2013
Pioneer Investments September 2003 - March 2005
Pioneer Investments June 1999 - September 2003
Education
Scarritt Graduate Center 1984 — 1986
Master of Arts (MA), Christian Education
Centenary College of Louisiana 1981 — 1984
Bachelor of Arts (BA), Christian Education
T Rowe Price
The Blackstone Group
Lazard
ING Investment Management
Deutsche Asset Management
Lazard Asset Management
Natixis Global Asset Management
Harvard Management Company