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
Odalis Polanco Odalis Polanco's Pioneer Investments Experience July 2008 - December 2008
Job ABL Relationship Manager at Wells Fargo Capital Finance
Industry Financial Services
Experience
Wells Fargo Capital Finance October 2014 - Present
Wells Fargo Capital Finance January 2014 - October 2014
Quest Adventures Inc June 2013 - December 2013
Caribbean Connections March 2013 - May 2013
The MathWorks June 2011 - March 2013
DRYVE - Distributing Resources to Youth through Volunteer Efforts July 2008 - July 2012
Terramar Mármol, s.a de c.v. January 2010 - June 2010
Pioneer Investments July 2008 - December 2008
Northeastern University July 2006 - December 2007
Poder Latino (H.O.P.E) June 2005 - August 2005
Skills
Fundraising, Nonprofits, Spanish, Public Speaking, Budgets, Accounting, Non-profits, Microsoft Office, Accounts Receivable, Finance, Financial Analysis, Start-ups, Team Building, PowerPoint, Project Management, Business Objects Data..., Volunteering, Microsoft Excel, Sailing, Oracle E-Business Suite, JDE Enterprise One, PeopleSoft, Moody's Risk Analyst, iReport, CHOICE (Banking..., Corporation Service..., Credit Reports, Leadership, Management
Education
Northeastern University 2006 — 2011
Bachelor of Science in International Business, Accounting and Spanish
Fundación Universidad de las Américas Puebla 2009 — 2010
Bachelor of Science in International Business, Economía & Negocios Internacionales
English High School 2002 — 2006
High School Diploma
Wells Fargo Capital Finance October 2014 - Present
Wells Fargo Capital Finance January 2014 - October 2014
Quest Adventures Inc June 2013 - December 2013
Caribbean Connections March 2013 - May 2013
The MathWorks June 2011 - March 2013
DRYVE - Distributing Resources to Youth through Volunteer Efforts July 2008 - July 2012
Terramar Mármol, s.a de c.v. January 2010 - June 2010
Pioneer Investments July 2008 - December 2008
Northeastern University July 2006 - December 2007
Poder Latino (H.O.P.E) June 2005 - August 2005
Skills
Fundraising, Nonprofits, Spanish, Public Speaking, Budgets, Accounting, Non-profits, Microsoft Office, Accounts Receivable, Finance, Financial Analysis, Start-ups, Team Building, PowerPoint, Project Management, Business Objects Data..., Volunteering, Microsoft Excel, Sailing, Oracle E-Business Suite, JDE Enterprise One, PeopleSoft, Moody's Risk Analyst, iReport, CHOICE (Banking..., Corporation Service..., Credit Reports, Leadership, Management
Education
Northeastern University 2006 — 2011
Bachelor of Science in International Business, Accounting and Spanish
Fundación Universidad de las Américas Puebla 2009 — 2010
Bachelor of Science in International Business, Economía & Negocios Internacionales
English High School 2002 — 2006
High School Diploma
Jeff Lombardo Jeff Lombardo's Pioneer Investments Experience 2004 - 2007
Job Alternative Investments
Industry Financial Services
Experience
Bay Meadows Advisors 2012 - Present
Wells Fargo Advisors 2010 - 2012
Offit Capital Advisors 2007 - 2009
Pioneer Investments 2004 - 2007
Skills
Hedge Funds, Investor Relations, Mutual Funds, Fixed Income, Equities, Investments, Investment Management, Asset Allocation, Retirement Planning, Investment Strategies, Portfolio Management, Structured Products, Series 7, Investment Advisory, Equity Research, Corporate Finance, Series 63, Derivatives, Securities, Wealth Management, Options, Investment Banking, Fund Of Funds, Capital Markets, Emerging Markets, Valuation, Commodity, Financial Markets, Trading, ETFs, Financial Services, Bonds, FX Options, Bloomberg, Financial Advisory, Private Banking, Hedging, Equity Trading, Equity Derivatives, Financial Structuring, FINRA, Structured Finance
Education
Emory University 1985 — 1989
BA, Political Science
Boston University 1993 — 1995
MBA, Finance
Bay Meadows Advisors 2012 - Present
Wells Fargo Advisors 2010 - 2012
Offit Capital Advisors 2007 - 2009
Pioneer Investments 2004 - 2007
Skills
Hedge Funds, Investor Relations, Mutual Funds, Fixed Income, Equities, Investments, Investment Management, Asset Allocation, Retirement Planning, Investment Strategies, Portfolio Management, Structured Products, Series 7, Investment Advisory, Equity Research, Corporate Finance, Series 63, Derivatives, Securities, Wealth Management, Options, Investment Banking, Fund Of Funds, Capital Markets, Emerging Markets, Valuation, Commodity, Financial Markets, Trading, ETFs, Financial Services, Bonds, FX Options, Bloomberg, Financial Advisory, Private Banking, Hedging, Equity Trading, Equity Derivatives, Financial Structuring, FINRA, Structured Finance
Education
Emory University 1985 — 1989
BA, Political Science
Boston University 1993 — 1995
MBA, Finance
Clarissa Vainius Clarissa Vainius's Pioneer Investments Experience July 2010 - December 2010
Job Financial Services Staff at Anchin, Block & Anchin LLP
Industry Accounting
Experience
Angelo, Gordon & Co. September 2015 - Present
Anchin, Block & Anchin LLP November 2013 - August 2015
PwC February 2012 - June 2012
Standard Chartered Bank January 2012 - February 2012
Pioneer Investments July 2010 - December 2010
Standard Chartered Bank May 2009 - July 2009
HSBC Singapore June 2008 - July 2008
Skills
Microsoft Excel, Time Management, Microsoft Word, Management, Finance, PowerPoint, Auditing, Financial Reporting, Financial Analysis, Accounting
Education
Northeastern University 2008 — 2013
Bachelor of Science Degree, cum laude, International Business
Hong Kong University of Science and Technology - School of Business and Management 2011 — 2011
Exchange Student, Business
Nanjing University 2010 — 2010
Dialogue Program
Singapore American School 2004 — 2008
High School Diploma with Honors
Angelo, Gordon & Co. September 2015 - Present
Anchin, Block & Anchin LLP November 2013 - August 2015
PwC February 2012 - June 2012
Standard Chartered Bank January 2012 - February 2012
Pioneer Investments July 2010 - December 2010
Standard Chartered Bank May 2009 - July 2009
HSBC Singapore June 2008 - July 2008
Skills
Microsoft Excel, Time Management, Microsoft Word, Management, Finance, PowerPoint, Auditing, Financial Reporting, Financial Analysis, Accounting
Education
Northeastern University 2008 — 2013
Bachelor of Science Degree, cum laude, International Business
Hong Kong University of Science and Technology - School of Business and Management 2011 — 2011
Exchange Student, Business
Nanjing University 2010 — 2010
Dialogue Program
Singapore American School 2004 — 2008
High School Diploma with Honors
Elizabeth Delany Elizabeth Delany's Pioneer Investments Experience January 2008 - March 2010
Job Executive Assistant at WWE to the SVP, TV and Network Operations
Industry Entertainment
Experience
WWE July 2015 - Present
WWE January 2015 - Present
World Wrestling Entertainment January 2013 - Present
Kantar Retail March 2010 - January 2013
Kantar Retail February 2010 - January 2011
Pioneer Investments January 2008 - March 2010
Pioneer Investments January 2008 - February 2010
Versus August 2007 - November 2007
NBC STUDIOS January 2007 - February 2007
NBC Universal May 2005 - August 2005
Skills
Event Planning, Writing
Education
Hartwick College 2003 — 2007
Communications: Concentration in Public Relations
Hartwick College
BA, Public Relations
London Metropolitan University
WWE July 2015 - Present
WWE January 2015 - Present
World Wrestling Entertainment January 2013 - Present
Kantar Retail March 2010 - January 2013
Kantar Retail February 2010 - January 2011
Pioneer Investments January 2008 - March 2010
Pioneer Investments January 2008 - February 2010
Versus August 2007 - November 2007
NBC STUDIOS January 2007 - February 2007
NBC Universal May 2005 - August 2005
Skills
Event Planning, Writing
Education
Hartwick College 2003 — 2007
Communications: Concentration in Public Relations
Hartwick College
BA, Public Relations
London Metropolitan University
Daniel Abrahams Daniel Abrahams's Pioneer Investments Experience September 2012 - May 2013
Job Senior Hedge Fund Service Representative at Kaufman Rossin Fund Services
Industry Accounting
Experience
Kaufman Rossin Fund Services June 2015 - Present
Kaufman Rossin Fund Services June 2013 - Present
Pioneer Investments September 2012 - May 2013
Jeruchim & Davenport LLP January 2007 - September 2012
Northwestern District Attorney's Office September 2011 - January 2012
Stifel Financial Corp. March 2008 - May 2008
Skills
Time Management, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Training, Research, Public Speaking, Human Resources, Finance, Teamwork, Management, Event Planning, Access, Mutual Funds, Customer Service, Outlook, Data Analysis, Accounting, Hedge Funds
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2012
Bachelor's of Science, Resource Economics
University of Massachusetts, Amherst 2008 — 2012
Bachelor's degree, Economics
Kaufman Rossin Fund Services June 2015 - Present
Kaufman Rossin Fund Services June 2013 - Present
Pioneer Investments September 2012 - May 2013
Jeruchim & Davenport LLP January 2007 - September 2012
Northwestern District Attorney's Office September 2011 - January 2012
Stifel Financial Corp. March 2008 - May 2008
Skills
Time Management, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Training, Research, Public Speaking, Human Resources, Finance, Teamwork, Management, Event Planning, Access, Mutual Funds, Customer Service, Outlook, Data Analysis, Accounting, Hedge Funds
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2012
Bachelor's of Science, Resource Economics
University of Massachusetts, Amherst 2008 — 2012
Bachelor's degree, Economics
Philipp Minarik Philipp Minarik's Pioneer Investments Experience January 2011 - May 2012
Job Consultant at Accenture
Industry Information Technology and Services
Experience
Accenture January 2014 - Present
VTB October 2013 - December 2013
Self-employed June 2012 - September 2013
Pioneer Investments January 2011 - May 2012
topics informationssysteme gmbh May 2004 - December 2010
ERES Net Consulting June 2003 - October 2003
ERES Net Consulting July 2002 - August 2002
GE Capital IT-Solutions October 2001 - June 2002
ERES Net Consulting August 2001 - September 2001
Skills
Data Visualization, Business Intelligence, PowerPivot, Financial Analysis, Financial Reporting, Data Warehousing, Data Migration, Data Analysis, Mobile Applications, Dashboard, KPI Dashboards
Education
Technical University Vienna 2003 — 2012
BSc / MSc, Business Informatics
Leeds Metropolitan University 2006 — 2007
Business Computing
Accenture January 2014 - Present
VTB October 2013 - December 2013
Self-employed June 2012 - September 2013
Pioneer Investments January 2011 - May 2012
topics informationssysteme gmbh May 2004 - December 2010
ERES Net Consulting June 2003 - October 2003
ERES Net Consulting July 2002 - August 2002
GE Capital IT-Solutions October 2001 - June 2002
ERES Net Consulting August 2001 - September 2001
Skills
Data Visualization, Business Intelligence, PowerPivot, Financial Analysis, Financial Reporting, Data Warehousing, Data Migration, Data Analysis, Mobile Applications, Dashboard, KPI Dashboards
Education
Technical University Vienna 2003 — 2012
BSc / MSc, Business Informatics
Leeds Metropolitan University 2006 — 2007
Business Computing
Chantel Filiere Chantel Filiere's Pioneer Investments Experience April 2014 - Present
Job Training Specialist at Pioneer Investments
Industry Retail
Experience
Pioneer Investments April 2014 - Present
Pioneer Investments July 2012 - April 2014
Gap Inc. November 2008 - April 2014
MIT June 2011 - August 2011
Skills
Customer Service, PowerPoint, Event Planning, Microsoft Office, Facebook, Social Media, Microsoft Excel, Sales, Microsoft Word, Time Management, Social Media Marketing, Blogging, Leadership, Public Relations, Public Speaking
Education
University of Massachusetts Boston 2008 — 2011
Bachelor of Arts, American Studies
Emmanuel College 2006 — 2007
Pioneer Investments April 2014 - Present
Pioneer Investments July 2012 - April 2014
Gap Inc. November 2008 - April 2014
MIT June 2011 - August 2011
Skills
Customer Service, PowerPoint, Event Planning, Microsoft Office, Facebook, Social Media, Microsoft Excel, Sales, Microsoft Word, Time Management, Social Media Marketing, Blogging, Leadership, Public Relations, Public Speaking
Education
University of Massachusetts Boston 2008 — 2011
Bachelor of Arts, American Studies
Emmanuel College 2006 — 2007
Sahand Hajizadeh's Pioneer Investments Experience April 2011 - April 2012
Job Experience Designer
Industry Design
Experience
General Assembly September 2015 - Present
CBRE October 2014 - Present
CBRE February 2013 - October 2014
Cushman & Wakefield September 2012 - November 2012
Cambridge Realty Group, Inc. April 2012 - September 2012
Pioneer Investments April 2011 - April 2012
Skills
Web Design, HTML, CSS, JavaScript, Wireframes, User Experience Design, Mobile Applications, Market Research, User Research, Adobe Creative Suite, Leases, Property Management, Customer Service, Real Estate, Finance, Microsoft Word, Marketing, Real Estate Transactions, Management, Commercial Real Estate, PowerPoint, Investment Properties, Mutual Funds, Budgets, Contract Management, Lead Generation, Financial Reporting, User Experience, User Interface Design
Education
Harvard Extension School 2014 — 2017
Master’s Degree, Management
General Assembly 2015 — 2015
User Experience Deign Immersive Program
Trinity College-Hartford 2006 — 2010
BA, History
Williston Northampton School 2002 — 2006
H.S.
General Assembly September 2015 - Present
CBRE October 2014 - Present
CBRE February 2013 - October 2014
Cushman & Wakefield September 2012 - November 2012
Cambridge Realty Group, Inc. April 2012 - September 2012
Pioneer Investments April 2011 - April 2012
Skills
Web Design, HTML, CSS, JavaScript, Wireframes, User Experience Design, Mobile Applications, Market Research, User Research, Adobe Creative Suite, Leases, Property Management, Customer Service, Real Estate, Finance, Microsoft Word, Marketing, Real Estate Transactions, Management, Commercial Real Estate, PowerPoint, Investment Properties, Mutual Funds, Budgets, Contract Management, Lead Generation, Financial Reporting, User Experience, User Interface Design
Education
Harvard Extension School 2014 — 2017
Master’s Degree, Management
General Assembly 2015 — 2015
User Experience Deign Immersive Program
Trinity College-Hartford 2006 — 2010
BA, History
Williston Northampton School 2002 — 2006
H.S.
Joseph Wayshak Joseph Wayshak's Pioneer Investments Experience January 2012 - November 2013
Job Investment Compliance Director at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services December 2013 - Present
Pioneer Investments January 2012 - November 2013
State Street Bank April 2009 - June 2010
State Street Bank July 2007 - April 2009
State Street Bank November 2006 - July 2007
Federal Home Loan Bank of Boston June 2004 - November 2006
Skills
Auditing, Internal Audit, Banking, Financial Services, Management, Process Improvement
Education
University of Maryland University College 2005 — 2007
Masters Degree, Business Administration
Emmanuel College 1999 — 2001
Bachelor of Science, Business Administration
John Hancock Financial Services December 2013 - Present
Pioneer Investments January 2012 - November 2013
State Street Bank April 2009 - June 2010
State Street Bank July 2007 - April 2009
State Street Bank November 2006 - July 2007
Federal Home Loan Bank of Boston June 2004 - November 2006
Skills
Auditing, Internal Audit, Banking, Financial Services, Management, Process Improvement
Education
University of Maryland University College 2005 — 2007
Masters Degree, Business Administration
Emmanuel College 1999 — 2001
Bachelor of Science, Business Administration
Lars Schuster Lars Schuster's Pioneer Investments Experience June 1997 - May 2000
Job Institutional Portfolio Manager, Strategic Advisers, Inc.
Industry Financial Services
Experience
Fidelity Strategic Advisers, Inc. July 2010 - Present
Fidelity Investments May 2005 - July 2010
Financial Research Corporation January 2002 - April 2005
Fidelity Investments May 2000 - December 2001
Pioneer Investments June 1997 - May 2000
Skills
Mutual Funds, Portfolio Management, Asset Management, Financial Services, Securities
Education
Isenberg School of Management, UMass Amherst 1993 — 1997
Bachelor of Science, Business with Marketing Concentration
Fidelity Strategic Advisers, Inc. July 2010 - Present
Fidelity Investments May 2005 - July 2010
Financial Research Corporation January 2002 - April 2005
Fidelity Investments May 2000 - December 2001
Pioneer Investments June 1997 - May 2000
Skills
Mutual Funds, Portfolio Management, Asset Management, Financial Services, Securities
Education
Isenberg School of Management, UMass Amherst 1993 — 1997
Bachelor of Science, Business with Marketing Concentration
Paul Callen's Pioneer Investments Experience January 2013 - Present
Job Senior Treasury Analyst at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments January 2013 - Present
State Street December 2010 - January 2013
Pilgrim Bank May 2009 - December 2010
Skills
Banking, Bloomberg, Mutual Funds, Fixed Income, Corporate Actions, Equities, Valuation, Analysis, Insurance Linked..., Risk Management, Cash Management, Due Diligence, Class Actions, Corporate Finance, Financial Accounting, Financial Reporting, BlackRock Aladdin, Internal Audit
Education
Fairfield University 2006 — 2010
Bachelor's Degree, Finance, Mathematics
Boston College High School 2002 — 2006
Diploma
Pioneer Investments January 2013 - Present
State Street December 2010 - January 2013
Pilgrim Bank May 2009 - December 2010
Skills
Banking, Bloomberg, Mutual Funds, Fixed Income, Corporate Actions, Equities, Valuation, Analysis, Insurance Linked..., Risk Management, Cash Management, Due Diligence, Class Actions, Corporate Finance, Financial Accounting, Financial Reporting, BlackRock Aladdin, Internal Audit
Education
Fairfield University 2006 — 2010
Bachelor's Degree, Finance, Mathematics
Boston College High School 2002 — 2006
Diploma
Michael R. Joyce, CFA's Pioneer Investments Experience August 2010 - Present
Job Investment Risk Analyst at Pioneer Investments
Industry Investment Management
Experience
Pioneer Investments August 2010 - Present
Pioneer Investments January 2008 - August 2010
State Street January 2007 - January 2008
Putnam Investments December 2005 - January 2007
Education
Georgia Institute of Technology 2000 — 2005
Bachelor of Science, Computer Engineering
Holliston High School 1996 — 2000
Pioneer Investments August 2010 - Present
Pioneer Investments January 2008 - August 2010
State Street January 2007 - January 2008
Putnam Investments December 2005 - January 2007
Education
Georgia Institute of Technology 2000 — 2005
Bachelor of Science, Computer Engineering
Holliston High School 1996 — 2000
James Ryder, CFA James Ryder, CFA's Pioneer Investments Experience April 2013 - December 2014
Job Investment Strategist, Defined Contribution at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors December 2014 - Present
Pioneer Investments April 2013 - December 2014
Pioneer Investments November 2010 - March 2013
Pioneer Investments October 2009 - November 2010
Pioneer Investments October 2007 - October 2009
WEOS Radio September 2005 - May 2007
Skills
Mutual Funds, Series 7, Fixed Income, Equities, Investments, Financial Services, Finance, Asset Allocation, Alternative Investments
Education
Hobart and William Smith Colleges 2003 — 2007
B.A., American Studies, English
State Street Global Advisors December 2014 - Present
Pioneer Investments April 2013 - December 2014
Pioneer Investments November 2010 - March 2013
Pioneer Investments October 2009 - November 2010
Pioneer Investments October 2007 - October 2009
WEOS Radio September 2005 - May 2007
Skills
Mutual Funds, Series 7, Fixed Income, Equities, Investments, Financial Services, Finance, Asset Allocation, Alternative Investments
Education
Hobart and William Smith Colleges 2003 — 2007
B.A., American Studies, English
Timothy A. Kovacs Timothy A. Kovacs's Pioneer Investments Experience November 2002 - January 2007
Job Business Development │ Global Relations
Industry International Affairs
Experience
FlexFunds Exchange Traded Products February 2015 - Present
Latin Markets August 2014 - November 2014
Caledonian International Associates October 2013 - June 2014
YOCOSA January 2009 - June 2014
Independent August 2008 - June 2014
St. James International Chile Ltd. October 2012 - October 2013
Business News Americas December 2011 - September 2012
Blue Water Capital LLC July 2007 - July 2008
Pioneer Investments November 2002 - January 2007
Alpha Investment Management, Inc. March 2002 - October 2002
Skills
Client Development, International Business, Yoga, Investor Relations, Wealth Management, Mentoring, Spanish, Investment Strategies, Wellness Coaching, Alternative Investments, Strategic Planning, Asset Management, Portfolio Management, Investments, Relationship Management, Financial Services, Training, Holistic Health, Fitness, Management, Executive Management, Mutual Funds, Marketing, Sales, Leadership, Hedge Funds, Entrepreneurship, Team Building, Sales Management, Banking, Strategic Financial...
Education
Gettysburg College 1989 — 1993
BA, International Management & Latin American Studies
West Windsor-Plainsboro High School 1985 — 1989
FlexFunds Exchange Traded Products February 2015 - Present
Latin Markets August 2014 - November 2014
Caledonian International Associates October 2013 - June 2014
YOCOSA January 2009 - June 2014
Independent August 2008 - June 2014
St. James International Chile Ltd. October 2012 - October 2013
Business News Americas December 2011 - September 2012
Blue Water Capital LLC July 2007 - July 2008
Pioneer Investments November 2002 - January 2007
Alpha Investment Management, Inc. March 2002 - October 2002
Skills
Client Development, International Business, Yoga, Investor Relations, Wealth Management, Mentoring, Spanish, Investment Strategies, Wellness Coaching, Alternative Investments, Strategic Planning, Asset Management, Portfolio Management, Investments, Relationship Management, Financial Services, Training, Holistic Health, Fitness, Management, Executive Management, Mutual Funds, Marketing, Sales, Leadership, Hedge Funds, Entrepreneurship, Team Building, Sales Management, Banking, Strategic Financial...
Education
Gettysburg College 1989 — 1993
BA, International Management & Latin American Studies
West Windsor-Plainsboro High School 1985 — 1989
Igor (LnkIn@shraybman.org 617-818-0690) Shraybman's Pioneer Investments Experience January 2006 - June 2006
Job Product Owner / Sr. Project Manager, Certified Marketing Professional, Certified SCRUM Product Owner, CSM
Industry Computer Software
Experience
Big Data Marketing Corporation November 2014 - Present
Triage Business Systems, IT Professional Services / Consulting Company December 2004 - Present
Rakuten January 2013 - November 2014
Arrow Electronics (Converge / Resolve local branch) January 2011 - 2013
Communispace Corporation January 2009 - January 2011
EMC January 2008 - January 2009
Applied Insurance Research (AIR Worldwide),Verisk Analytics,formerly ISO (Insurance Services Office) June 2006 - January 2008
Pioneer Investments January 2006 - June 2006
Harvard Pilgrim Health Care / Perot Systems Government Solutions February 2005 - January 2006
Harvard University IT Department December 2004 - February 2005
Skills
SDLC, Defining Product..., Program Management, Business Intelligence, Process Improvement, Team Leadership, Agile Project Management, Requirements Analysis, Business Analysis, Project Management, Collaborative Problem..., Resource Management, Stakeholder Management, Business Process, Databases, Requirements Gathering, Business Process..., SaaS, Project Delivery, Agile Methodologies, Software Project..., Vendor Management, Product Management, Oracle, E-commerce, PMP, Microsoft SQL Server, SOA, SQL, Data Analysis, Business Development, Integration, IT Strategy, Visio, Risk Management, Strategic Planning, Strategy, Product Lifecycle..., Enterprise Architecture, Data Modeling, Scrum, Analysis, Business Requirements, Systems Analysis, ITIL, Business Process..., User Acceptance Testing, UML, Market Research, Web Services
Education
Harvard University 1999 — 2000
2 Semesters, Object-oriented Programming in C++ and Java
Moscow University of Technology STANKIN 1979 — 1984
Master's Degree, Electrical Engineering
Big Data Marketing Corporation November 2014 - Present
Triage Business Systems, IT Professional Services / Consulting Company December 2004 - Present
Rakuten January 2013 - November 2014
Arrow Electronics (Converge / Resolve local branch) January 2011 - 2013
Communispace Corporation January 2009 - January 2011
EMC January 2008 - January 2009
Applied Insurance Research (AIR Worldwide),Verisk Analytics,formerly ISO (Insurance Services Office) June 2006 - January 2008
Pioneer Investments January 2006 - June 2006
Harvard Pilgrim Health Care / Perot Systems Government Solutions February 2005 - January 2006
Harvard University IT Department December 2004 - February 2005
Skills
SDLC, Defining Product..., Program Management, Business Intelligence, Process Improvement, Team Leadership, Agile Project Management, Requirements Analysis, Business Analysis, Project Management, Collaborative Problem..., Resource Management, Stakeholder Management, Business Process, Databases, Requirements Gathering, Business Process..., SaaS, Project Delivery, Agile Methodologies, Software Project..., Vendor Management, Product Management, Oracle, E-commerce, PMP, Microsoft SQL Server, SOA, SQL, Data Analysis, Business Development, Integration, IT Strategy, Visio, Risk Management, Strategic Planning, Strategy, Product Lifecycle..., Enterprise Architecture, Data Modeling, Scrum, Analysis, Business Requirements, Systems Analysis, ITIL, Business Process..., User Acceptance Testing, UML, Market Research, Web Services
Education
Harvard University 1999 — 2000
2 Semesters, Object-oriented Programming in C++ and Java
Moscow University of Technology STANKIN 1979 — 1984
Master's Degree, Electrical Engineering
Andrew Coughlin Andrew Coughlin's Pioneer Investments Experience 1997 - 2000
Job Manager at Boston Scientific Corp
Industry Medical Devices
Experience
Boston Scientific June 2012 - Present
Boston Scientific July 2010 - June 2012
Boston Scientific February 2008 - June 2010
Boston Scientific Corp November 2006 - January 2008
Boston Scientific Corp. February 2005 - November 2006
Massachusetts Teachers' Retirement System 2003 - 2005
Virtual Ink Corp. 2000 - 2002
Pioneer Investments 1997 - 2000
Skills
Management, Training, Strategic Planning, Call Centers, Customer Service, Medical Devices, Cross-functional Team..., Databases, FDA, Sales Operations, E-commerce, Project Management, SAP, Business Process..., Account Management
Education
Fairfield University 1993 — 1997
Milton High School 1990 — 1993
Archbishop Williams High School 1989 — 1990
Boston Scientific June 2012 - Present
Boston Scientific July 2010 - June 2012
Boston Scientific February 2008 - June 2010
Boston Scientific Corp November 2006 - January 2008
Boston Scientific Corp. February 2005 - November 2006
Massachusetts Teachers' Retirement System 2003 - 2005
Virtual Ink Corp. 2000 - 2002
Pioneer Investments 1997 - 2000
Skills
Management, Training, Strategic Planning, Call Centers, Customer Service, Medical Devices, Cross-functional Team..., Databases, FDA, Sales Operations, E-commerce, Project Management, SAP, Business Process..., Account Management
Education
Fairfield University 1993 — 1997
Milton High School 1990 — 1993
Archbishop Williams High School 1989 — 1990
Jill Bille, MBA's Pioneer Investments Experience April 2000 - July 2001
Job Acting Chief Financial Officer at J. Arthur Trudeau Memorial Center
Industry Nonprofit Organization Management
Experience
J. Arthur Trudeau Memorial Center May 2014 - Present
Briarwood Child Academy, Inc. August 2013 - December 2013
Semper Home Loans, Inc. July 2011 - May 2013
RI Sports Center, Inc. / Wide World of Indoor Sports, Inc. July 2001 - July 2011
Pioneer Investments April 2000 - July 2001
Merrill Lynch Credit Corporation December 1997 - April 2000
Bank of Boston August 1994 - December 1997
MITRE June 1991 - August 1994
Skills
Notary Public, Accounting, Financial Accounting, Financial Statements, Financial Reporting, Financial Analysis, Internal Audit, Former Certified..., Budgets, Forecasting, Process Improvement, Process Efficiency, Branch Accounting, Compliance, Payroll, Team Management, Performance Management, Recruiting, Employee Benefits, Benefits Administration, Benefits Negotiation, HR Policies, Hiring Practices, Auditing, General Ledger, Banking, Analysis, Finance, Mortgage Lending, Mortgage Banking, Management
Education
Jacksonville University
MBA, Management
Northeastern University
BS, Accounting
J. Arthur Trudeau Memorial Center May 2014 - Present
Briarwood Child Academy, Inc. August 2013 - December 2013
Semper Home Loans, Inc. July 2011 - May 2013
RI Sports Center, Inc. / Wide World of Indoor Sports, Inc. July 2001 - July 2011
Pioneer Investments April 2000 - July 2001
Merrill Lynch Credit Corporation December 1997 - April 2000
Bank of Boston August 1994 - December 1997
MITRE June 1991 - August 1994
Skills
Notary Public, Accounting, Financial Accounting, Financial Statements, Financial Reporting, Financial Analysis, Internal Audit, Former Certified..., Budgets, Forecasting, Process Improvement, Process Efficiency, Branch Accounting, Compliance, Payroll, Team Management, Performance Management, Recruiting, Employee Benefits, Benefits Administration, Benefits Negotiation, HR Policies, Hiring Practices, Auditing, General Ledger, Banking, Analysis, Finance, Mortgage Lending, Mortgage Banking, Management
Education
Jacksonville University
MBA, Management
Northeastern University
BS, Accounting
Bisan Bahloul Bisan Bahloul's Pioneer Investments Experience 2011 - Present
Job Shareholders Services Representative at Pioneer Investments
Industry Investment Banking
Experience
Pioneer Investments 2011 - Present
Nanny/Childcare January 2005 - June 2011
Education
Isenberg School of Management, UMass Amherst 2007 — 2011
University Of Massachusetts Amherst at Amherst Isenberg School Of Management
Bachelor of Science, Resource Economics; Managerial Economics
Pioneer Investments 2011 - Present
Nanny/Childcare January 2005 - June 2011
Education
Isenberg School of Management, UMass Amherst 2007 — 2011
University Of Massachusetts Amherst at Amherst Isenberg School Of Management
Bachelor of Science, Resource Economics; Managerial Economics
Adrienn Lantos Adrienn Lantos's Pioneer Investments Experience February 2007 - Present
Job at
Industry Financial Services
Experience
Pioneer Investments February 2007 - Present
HPS BTL Marketing Agency September 2000 - February 2007
Education
International Business School
Pioneer Investments February 2007 - Present
HPS BTL Marketing Agency September 2000 - February 2007
Education
International Business School
Steve Graziano Steve Graziano's Pioneer Investments Experience March 2007 - June 2008
Job President (Touchstone Investments)
Industry Investment Management
Experience
Touchstone Investments August 2009 - Present
Pioneer Investments March 2007 - June 2008
Pioneer Investments April 2002 - April 2007
Pioneer Investments January 1998 - April 2002
Pioneer Investments March 1994 - January 1998
Fidelity Investments January 1990 - March 1994
Boston Research Group 1986 - 1990
Temple, Barker & Sloane (Div. of Mercer) 1982 - 1986
Education
University of Massachusetts at Amherst - Isenberg School of Management 1972 — 1976
Bachelor of Business Administration (B.B.A.), Marketing Research
Touchstone Investments August 2009 - Present
Pioneer Investments March 2007 - June 2008
Pioneer Investments April 2002 - April 2007
Pioneer Investments January 1998 - April 2002
Pioneer Investments March 1994 - January 1998
Fidelity Investments January 1990 - March 1994
Boston Research Group 1986 - 1990
Temple, Barker & Sloane (Div. of Mercer) 1982 - 1986
Education
University of Massachusetts at Amherst - Isenberg School of Management 1972 — 1976
Bachelor of Business Administration (B.B.A.), Marketing Research
Vincent Sestito Vincent Sestito's Pioneer Investments Experience March 2003 - Present
Job Marketing Director at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments March 2003 - Present
Fidelity Investments March 1987 - March 2003
Fidelity Investments February 1987 - February 2003
Skills
Product Marketing, Vendor Management, Strategy, Marketing Communications, Creative Services, Financial Services, Project Management, Marketing, Direct Marketing, CRM, Email Marketing, Product Management, Process Improvement, Analytics, Asset Management, Leadership
Education
Northeastern University 2011 — 2012
Graduate Certificate in Financial markets
Fitchburg State College 1980 — 1984
Bachelor of Science (BS), Business/Managerial Economics and Industrial Science
Pioneer Investments March 2003 - Present
Fidelity Investments March 1987 - March 2003
Fidelity Investments February 1987 - February 2003
Skills
Product Marketing, Vendor Management, Strategy, Marketing Communications, Creative Services, Financial Services, Project Management, Marketing, Direct Marketing, CRM, Email Marketing, Product Management, Process Improvement, Analytics, Asset Management, Leadership
Education
Northeastern University 2011 — 2012
Graduate Certificate in Financial markets
Fitchburg State College 1980 — 1984
Bachelor of Science (BS), Business/Managerial Economics and Industrial Science
Kevin Platt Kevin Platt's Pioneer Investments Experience February 2012 - September 2013
Job GE Healthcare Financial Contracting Analyst
Industry Hospital & Health Care
Experience
GE Healthcare September 2013 - Present
Pioneer Investments February 2012 - September 2013
Pioneer Investments May 2011 - January 2012
Pioneer Investments September 2008 - April 2011
Adirondack Asset Management June 2007 - August 2007
Wachovia Securities October 2006 - May 2007
Skills
Finance, Financial Reporting, Accounting, Equities, Investments, Portfolio Management, Strategic Financial..., Financial Analysis, Fixed Income, Account Reconciliation
Education
University of Massachusetts at Amherst - Isenberg School of Management 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Siena College 2004 — 2008
Bachelor of Science, Finance
Tupper Lake High School 2000 — 2004
GE Healthcare September 2013 - Present
Pioneer Investments February 2012 - September 2013
Pioneer Investments May 2011 - January 2012
Pioneer Investments September 2008 - April 2011
Adirondack Asset Management June 2007 - August 2007
Wachovia Securities October 2006 - May 2007
Skills
Finance, Financial Reporting, Accounting, Equities, Investments, Portfolio Management, Strategic Financial..., Financial Analysis, Fixed Income, Account Reconciliation
Education
University of Massachusetts at Amherst - Isenberg School of Management 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Siena College 2004 — 2008
Bachelor of Science, Finance
Tupper Lake High School 2000 — 2004
daniel tye's Pioneer Investments Experience January 2008 - August 2015
Job Regional Director at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management August 2015 - Present
Pioneer Investments January 2008 - August 2015
Morgan Stanley Smith Barney April 2005 - January 2008
AG Edwards June 2004 - April 2005
Skills
Mutual Funds, Series 7, Series 63, Finance, Asset Management, Asset Allocation, Retirement Planning, Investments, Wealth Management, Alternative Investments
Education
Lafayette College 1999 — 2004
Business and Art
the rivers school
the rivers school
Morgan Stanley Investment Management August 2015 - Present
Pioneer Investments January 2008 - August 2015
Morgan Stanley Smith Barney April 2005 - January 2008
AG Edwards June 2004 - April 2005
Skills
Mutual Funds, Series 7, Series 63, Finance, Asset Management, Asset Allocation, Retirement Planning, Investments, Wealth Management, Alternative Investments
Education
Lafayette College 1999 — 2004
Business and Art
the rivers school
the rivers school
Chad Dravk Chad Dravk's Pioneer Investments Experience August 2006 - August 2010
Job Lead Web/Multimedia Designer
Industry Information Services
Experience
Philadelphia Youth Network November 2011 - Present
Moore College of Art & Design October 2014 - Present
The Spirit of the Riverwards May 2011 - Present
Party934.com June 2011 - Present
The University of the Arts January 2011 - May 2014
MRM Worldwide June 2011 - August 2011
Rosetta January 2011 - June 2011
Pioneer Investments August 2006 - August 2010
Mount Ida College August 2006 - May 2010
The Peoples Channel July 2002 - May 2006
Skills
Dreamweaver, Premiere, After Effects, Illustrator, Photoshop, php, MySQL, ASP, HTML 5, CSS3, JavaScript, jQuery, Character Animation, Flash Animation, Motion Graphics, Stop Motion, Vector Illustration, Illustration, Screenwriting, Audio Editing, Video Production, Post Production, Motion Design, jQuery UI, Graphic Design, Comic Art, Front-end Design, Back-end Programming, Multimedia, User Experience, User Interface Design, Broadcast Television, Television Programming, Art Education, Adult Education, Higher Education, University Teaching, College Teaching, Visual Arts, Storyboarding, Digital Storytelling, Art Direction, Photography, Musicians, Drums, Organization, Non-profits, Free Thinking, Always Punctual, Skateboarding
Education
University of The Arts 1999 — 2002
BFA, Film/Animation/Multimedia, 3.8
Harrisburg Area Community College 1993 — 1997
Associates, Graphic Design, 3.9
Art Instruction Schools 1988 — 1991
Certificate, Fine/Studio Arts, General
Philadelphia Youth Network November 2011 - Present
Moore College of Art & Design October 2014 - Present
The Spirit of the Riverwards May 2011 - Present
Party934.com June 2011 - Present
The University of the Arts January 2011 - May 2014
MRM Worldwide June 2011 - August 2011
Rosetta January 2011 - June 2011
Pioneer Investments August 2006 - August 2010
Mount Ida College August 2006 - May 2010
The Peoples Channel July 2002 - May 2006
Skills
Dreamweaver, Premiere, After Effects, Illustrator, Photoshop, php, MySQL, ASP, HTML 5, CSS3, JavaScript, jQuery, Character Animation, Flash Animation, Motion Graphics, Stop Motion, Vector Illustration, Illustration, Screenwriting, Audio Editing, Video Production, Post Production, Motion Design, jQuery UI, Graphic Design, Comic Art, Front-end Design, Back-end Programming, Multimedia, User Experience, User Interface Design, Broadcast Television, Television Programming, Art Education, Adult Education, Higher Education, University Teaching, College Teaching, Visual Arts, Storyboarding, Digital Storytelling, Art Direction, Photography, Musicians, Drums, Organization, Non-profits, Free Thinking, Always Punctual, Skateboarding
Education
University of The Arts 1999 — 2002
BFA, Film/Animation/Multimedia, 3.8
Harrisburg Area Community College 1993 — 1997
Associates, Graphic Design, 3.9
Art Instruction Schools 1988 — 1991
Certificate, Fine/Studio Arts, General
Vanessa Parra's Pioneer Investments Experience June 2015 - Present
Job Master of International Business
Industry Public Relations and Communications
Experience
Pioneer Investments June 2015 - Present
America Med Group June 2011 - August 2013
BIZCPAS, LLP December 2010 - January 2011
Skills
Marketing, Leadership, Public Relations, Data Entry, Management, Microsoft Excel, Project Management, Customer Service, Social Networking, PowerPoint, Project Planning, Microsoft Office, QuickBooks, Public Speaking, Project Delivery, Communication, Determination, Teamwork, Event Planning
Education
Hult International Business School 2013 — 2014
Master of International Business, International Business
Lynn University 2007 — 2011
Bachelor of Business Administration (B.B.A.), International Business
Pioneer Investments June 2015 - Present
America Med Group June 2011 - August 2013
BIZCPAS, LLP December 2010 - January 2011
Skills
Marketing, Leadership, Public Relations, Data Entry, Management, Microsoft Excel, Project Management, Customer Service, Social Networking, PowerPoint, Project Planning, Microsoft Office, QuickBooks, Public Speaking, Project Delivery, Communication, Determination, Teamwork, Event Planning
Education
Hult International Business School 2013 — 2014
Master of International Business, International Business
Lynn University 2007 — 2011
Bachelor of Business Administration (B.B.A.), International Business
Gregor Smart Gregor Smart's Pioneer Investments Experience January 1997 - June 2005
Job Electronic Resources Specialist
Industry Libraries
Experience
Boston Public Library January 2012 - Present
Goodwin Procter LLP January 2007 - January 2012
Babson Capital Management July 2005 - March 2006
Pioneer Investments January 1997 - June 2005
PwC July 1993 - January 1997
Education
Fairfield University
Bachelor's degree
Simmons College
Master's degree
Boston Public Library January 2012 - Present
Goodwin Procter LLP January 2007 - January 2012
Babson Capital Management July 2005 - March 2006
Pioneer Investments January 1997 - June 2005
PwC July 1993 - January 1997
Education
Fairfield University
Bachelor's degree
Simmons College
Master's degree
Thomas Donnelly's Pioneer Investments Experience September 2015 - Present
Job Senior Vice President Sales at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments September 2015 - Present
Brookfield Asset Management February 2012 - September 2015
Trust Company of the West June 2007 - February 2012
ING Investment Management April 2006 - June 2007
ING Furman Selz March 2002 - April 2006
Bear Stearns & Co, Inc August 2000 - March 2002
Bear Stearns & Co, Inc November 1997 - August 2000
SOMA Solutions, Inc January 1997 - November 1997
Education
Iona College 1993 — 1997
BA, Economics
Designations
Iona College
cresskill high school
Pioneer Investments September 2015 - Present
Brookfield Asset Management February 2012 - September 2015
Trust Company of the West June 2007 - February 2012
ING Investment Management April 2006 - June 2007
ING Furman Selz March 2002 - April 2006
Bear Stearns & Co, Inc August 2000 - March 2002
Bear Stearns & Co, Inc November 1997 - August 2000
SOMA Solutions, Inc January 1997 - November 1997
Education
Iona College 1993 — 1997
BA, Economics
Designations
Iona College
cresskill high school
Heather White-Driscoll's Pioneer Investments Experience January 2015 - Present
Job Manager at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments January 2015 - Present
Eagle Investment Systems May 2013 - December 2014
Brown Brothers Harriman March 2010 - June 2013
Brown Brothers Harriman June 2009 - March 2010
Brown Brothers Harriman March 2006 - 2009
Skills
Securities, Mutual Funds, Financial Services, Fixed Income, Fund Accounting, Bloomberg, Corporate Actions, Equities, Fund Administration, Hedge Funds, Financial Analysis, Investments, Microsoft Excel, Microsoft Office, Portfolio Management, Microsoft Word, Trading, Banking, Derivatives, Customer Service, Risk Management, Asset Management, SQL, American Sign Language, Global Custody, Asset Managment, PowerPoint, Eagle PACE, STAR, PL/SQL, Oracle PL/SQL..., Microsoft SQL Server, Microsoft Visual Studio..., BlackRock Aladdin, Teradata Data Warehouse, TopDesk, SharePoint
Education
Emmanuel College 2006 — 2008
Master’s Degree, Management
University of Massachusetts Boston 2001 — 2005
American Literature, Southern American Prose
coupeville high school
Pioneer Investments January 2015 - Present
Eagle Investment Systems May 2013 - December 2014
Brown Brothers Harriman March 2010 - June 2013
Brown Brothers Harriman June 2009 - March 2010
Brown Brothers Harriman March 2006 - 2009
Skills
Securities, Mutual Funds, Financial Services, Fixed Income, Fund Accounting, Bloomberg, Corporate Actions, Equities, Fund Administration, Hedge Funds, Financial Analysis, Investments, Microsoft Excel, Microsoft Office, Portfolio Management, Microsoft Word, Trading, Banking, Derivatives, Customer Service, Risk Management, Asset Management, SQL, American Sign Language, Global Custody, Asset Managment, PowerPoint, Eagle PACE, STAR, PL/SQL, Oracle PL/SQL..., Microsoft SQL Server, Microsoft Visual Studio..., BlackRock Aladdin, Teradata Data Warehouse, TopDesk, SharePoint
Education
Emmanuel College 2006 — 2008
Master’s Degree, Management
University of Massachusetts Boston 2001 — 2005
American Literature, Southern American Prose
coupeville high school
Zachary Beaulieu's Pioneer Investments Experience October 2014 - Present
Job Financial professional with strong analytical abilities
Industry Financial Services
Experience
Pioneer Investments October 2014 - Present
State Street August 2013 - October 2014
UMass Student Academic Services September 2012 - May 2013
ENERGYbits May 2012 - September 2012
Mullins Center Fall Face Off March 2011 - October 2011
Pittsfield Colonials June 2011 - August 2011
Wiffle Madness January 2011 - May 2011
CampusLive October 2009 - September 2010
McCormack Graduate School of Policy and Global Studies-UMass Boston May 2010 - August 2010
MiCasa July 2007 - July 2010
Skills
Strong Writing Skills, Website Development and..., Proficient in all..., Retail Sales experience, Flexible Working, Positive Attitude and..., Microsoft Office Suite, Microsoft Office, Sports, Retail Sales Experience, Flexible Schedule, Marketing, Social Media, Public Relations, Microsoft Excel
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2013
Bachelors of Science, Sport Management, French minor
Milton High School 2005 — 2009
Pioneer Investments October 2014 - Present
State Street August 2013 - October 2014
UMass Student Academic Services September 2012 - May 2013
ENERGYbits May 2012 - September 2012
Mullins Center Fall Face Off March 2011 - October 2011
Pittsfield Colonials June 2011 - August 2011
Wiffle Madness January 2011 - May 2011
CampusLive October 2009 - September 2010
McCormack Graduate School of Policy and Global Studies-UMass Boston May 2010 - August 2010
MiCasa July 2007 - July 2010
Skills
Strong Writing Skills, Website Development and..., Proficient in all..., Retail Sales experience, Flexible Working, Positive Attitude and..., Microsoft Office Suite, Microsoft Office, Sports, Retail Sales Experience, Flexible Schedule, Marketing, Social Media, Public Relations, Microsoft Excel
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2013
Bachelors of Science, Sport Management, French minor
Milton High School 2005 — 2009
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
Eric J. Weigel Eric J. Weigel's Pioneer Investments Experience 1998 - 2004
Job Managing Director at Global Focus Capital
Industry Investment Management
Experience
Global Focus Capital September 2013 - Present
Leuthold Weeden Capital Management July 2011 - August 2013
Hermes Fund Managers September 2009 - July 2011
Global Focus Research LLC June 2004 - April 2010
MFS Investment Management January 2007 - November 2008
Milestone International 2004 - 2006
Pioneer Investments 1998 - 2004
Invesco Ltd. May 1994 - July 1998
Chancellor LGT 1994 - 1998
Russell Investments 1989 - 1993
Skills
Global Macro, Tactical Asset..., Hedge Funds, Equities, Asset Management, Portfolio Management, Portfolio Structuring, Stock Picking, Entrepreneurship, Macroeconomics, Strategic Thinking, Asset Allocation, Investments, Asset Managment, Fixed Income, Investment Management, Capital Markets, Investment Strategies, Strategy, Securities, ETFs, Alternative Investments, Equity Research, Financial Risk, Bloomberg, Mutual Funds, Fund Of Funds, Emerging Markets, Bonds, Trading, Structured Finance, Derivatives, Options, Institutional..., Structured Products, Equity Derivatives, Financial Modeling, Valuation
Education
The University of Chicago - Booth School of Business 1986 — 1988
MBA, Finance
University of Minnesota-Twin Cities 1982 — 1984
Master of Science (MS), applied economics/statistics
Iowa State University 1979 — 1982
BS Honors, Agricultural Economics
Humboldt Schule - Costa Rica
Global Focus Capital September 2013 - Present
Leuthold Weeden Capital Management July 2011 - August 2013
Hermes Fund Managers September 2009 - July 2011
Global Focus Research LLC June 2004 - April 2010
MFS Investment Management January 2007 - November 2008
Milestone International 2004 - 2006
Pioneer Investments 1998 - 2004
Invesco Ltd. May 1994 - July 1998
Chancellor LGT 1994 - 1998
Russell Investments 1989 - 1993
Skills
Global Macro, Tactical Asset..., Hedge Funds, Equities, Asset Management, Portfolio Management, Portfolio Structuring, Stock Picking, Entrepreneurship, Macroeconomics, Strategic Thinking, Asset Allocation, Investments, Asset Managment, Fixed Income, Investment Management, Capital Markets, Investment Strategies, Strategy, Securities, ETFs, Alternative Investments, Equity Research, Financial Risk, Bloomberg, Mutual Funds, Fund Of Funds, Emerging Markets, Bonds, Trading, Structured Finance, Derivatives, Options, Institutional..., Structured Products, Equity Derivatives, Financial Modeling, Valuation
Education
The University of Chicago - Booth School of Business 1986 — 1988
MBA, Finance
University of Minnesota-Twin Cities 1982 — 1984
Master of Science (MS), applied economics/statistics
Iowa State University 1979 — 1982
BS Honors, Agricultural Economics
Humboldt Schule - Costa Rica
Jason Schroder, PMP Jason Schroder, PMP's Pioneer Investments Experience August 2003 - August 2006
Job Vice President at State Street
Industry Financial Services
Experience
State Street May 2014 - Present
State Street March 2010 - May 2014
State Street October 2008 - March 2010
Pioneer Investments August 2003 - August 2006
Pioneer Investments January 2002 - August 2003
Pioneer Investments January 2001 - January 2002
1RoofRealty.com July 2000 - November 2000
Education
The Ohio State University - The Max M. Fisher College of Business 2006 — 2008
MBA, Finance and Investment Managment
Hamilton College 1996 — 2000
B.A., Mathematics
State Street May 2014 - Present
State Street March 2010 - May 2014
State Street October 2008 - March 2010
Pioneer Investments August 2003 - August 2006
Pioneer Investments January 2002 - August 2003
Pioneer Investments January 2001 - January 2002
1RoofRealty.com July 2000 - November 2000
Education
The Ohio State University - The Max M. Fisher College of Business 2006 — 2008
MBA, Finance and Investment Managment
Hamilton College 1996 — 2000
B.A., Mathematics
Nathan Derby Nathan Derby's Pioneer Investments Experience 1991 - 1994
Job Project Manager, Information Services & Technology (PMO) at Boston University
Industry Information Technology and Services
Experience
Boston University July 2012 - Present
The Bowdoin Group October 2011 - June 2012
The Bowdoin Group June 2011 - June 2012
Broadridge Financial Solutions (Bowdoin Group) June 2011 - October 2011
CEG Advisory June 2010 - October 2010
Harvard Management Company April 1995 - February 2009
Pioneer Investments 1991 - 1994
BNY Mellon (The Boston Company) 1989 - 1991
Mellon Financial 1989 - 1991
Evergreen Investments (Keystone Muual Funds) 1987 - 1989
Skills
Project Management, Strategic Planning, Risk Management, Leadership, Performance Management, Organizational..., Team Building, Management, Analysis, Training, Customer Service, Recruiting, OnBase, Blackboard, Program Management, Leadership Development, Access, Outsourcing, Strategy, Vendor Management, Management Consulting, Business Strategy, Project Planning, Human Resources, Change Management, Talent Management, Business Process, Process Improvement, Business Analysis, SDLC, Sourcing, PMO, Consulting
Education
Keene State College 1982 — 1986
B.S. Management, : Concentration in Investment Management and International Relations
Monadnock Regional H.S. 1976 — 1982
Boston University July 2012 - Present
The Bowdoin Group October 2011 - June 2012
The Bowdoin Group June 2011 - June 2012
Broadridge Financial Solutions (Bowdoin Group) June 2011 - October 2011
CEG Advisory June 2010 - October 2010
Harvard Management Company April 1995 - February 2009
Pioneer Investments 1991 - 1994
BNY Mellon (The Boston Company) 1989 - 1991
Mellon Financial 1989 - 1991
Evergreen Investments (Keystone Muual Funds) 1987 - 1989
Skills
Project Management, Strategic Planning, Risk Management, Leadership, Performance Management, Organizational..., Team Building, Management, Analysis, Training, Customer Service, Recruiting, OnBase, Blackboard, Program Management, Leadership Development, Access, Outsourcing, Strategy, Vendor Management, Management Consulting, Business Strategy, Project Planning, Human Resources, Change Management, Talent Management, Business Process, Process Improvement, Business Analysis, SDLC, Sourcing, PMO, Consulting
Education
Keene State College 1982 — 1986
B.S. Management, : Concentration in Investment Management and International Relations
Monadnock Regional H.S. 1976 — 1982
Catherine A. Curran Catherine A. Curran's Pioneer Investments Experience 1999 - 2008
Job Proprietor/Chef at The Cape Cod Kitchen, LLC.
Industry Consumer Services
Experience
The Cape Cod Kitchen, LLC December 2014 - Present
Putnam Investments 2012 - August 2014
Meradia Group 2010 - 2012
Pioneer Investments 1999 - 2008
Pamet River Inc. 1998 - 1999
Nesbitt Burns Securities 1997 - 1998
Fidelity Investments Institutional Services 1995 - 1997
Skills
Analysis, Financial Services, Analytics, Investments, Bloomberg, Morningstar Direct, Zephyr Style Advisor, Factset, DST, MS SharePoint, MS Visio, MS Excel, MS Power Point, MS Access, Simfund, Lipper, Stat Pro Composites, Performance Measurement, Performance Attribution..., Problem Solving, Opperations/Process..., Performance Attribution, Access, Microsoft Excel
Education
Fordham University 1989 — 1994
B.S. Business Admin, Concentration: Accounting
The Cape Cod Kitchen, LLC December 2014 - Present
Putnam Investments 2012 - August 2014
Meradia Group 2010 - 2012
Pioneer Investments 1999 - 2008
Pamet River Inc. 1998 - 1999
Nesbitt Burns Securities 1997 - 1998
Fidelity Investments Institutional Services 1995 - 1997
Skills
Analysis, Financial Services, Analytics, Investments, Bloomberg, Morningstar Direct, Zephyr Style Advisor, Factset, DST, MS SharePoint, MS Visio, MS Excel, MS Power Point, MS Access, Simfund, Lipper, Stat Pro Composites, Performance Measurement, Performance Attribution..., Problem Solving, Opperations/Process..., Performance Attribution, Access, Microsoft Excel
Education
Fordham University 1989 — 1994
B.S. Business Admin, Concentration: Accounting
Caitlyn Gorham Caitlyn Gorham's Pioneer Investments Experience June 2012 - August 2012
Job Senior Financial Analyst at Fresenius Medical Care
Industry Hospital & Health Care
Experience
Fresenius Medical Care August 2015 - Present
Sensata Technologies June 2013 - August 2015
University of Massachusetts Amherst- Center for Student Development January 2012 - May 2013
Walgreens April 2008 - May 2013
Pioneer Investments June 2012 - August 2012
Skills
Microsoft Excel, Social Networking, Time Management, PowerPoint, Microsoft Word, Microsoft Office, Public Speaking, Organization, Teamwork, Access, Social Media, Customer Service, Team Leadership, Facebook, Accounting, Oracle E-Business Suite
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, 3.84
Fresenius Medical Care August 2015 - Present
Sensata Technologies June 2013 - August 2015
University of Massachusetts Amherst- Center for Student Development January 2012 - May 2013
Walgreens April 2008 - May 2013
Pioneer Investments June 2012 - August 2012
Skills
Microsoft Excel, Social Networking, Time Management, PowerPoint, Microsoft Word, Microsoft Office, Public Speaking, Organization, Teamwork, Access, Social Media, Customer Service, Team Leadership, Facebook, Accounting, Oracle E-Business Suite
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, 3.84
Matthew Chwalek, CPA Matthew Chwalek, CPA's Pioneer Investments Experience July 2015 - Present
Job Manager of Financial Reporting and Accounting Policy at Pioneer Investments
Industry Accounting
Experience
Pioneer Investments July 2015 - Present
Grant Thornton LLP August 2008 - June 2015
Education
Isenberg School of Management, UMass Amherst 2004 — 2009
BBA, MSA, Accounting
Pioneer Investments July 2015 - Present
Grant Thornton LLP August 2008 - June 2015
Education
Isenberg School of Management, UMass Amherst 2004 — 2009
BBA, MSA, Accounting
Thomas Swaney Thomas Swaney's Pioneer Investments Experience 2013 - Present
Job Head of Alternative Investments / Fixed Income
Industry Investment Management
Experience
Pioneer Investments 2013 - Present
J.P. Morgan Asset Management 2010 - 2013
OppenheimerFunds 2002 - 2009
Morgan Stanley Investment Management 1998 - 2002
CMS Companies 1996 - 1998
Skills
Fixed Income, Portfolio Management, Equities, Hedge Funds, Investments, Bonds, Investment Management, Private Equity, Emerging Markets, Financial Risk, Options, Credit, Alternative Investments, Trading, Securities, Mutual Funds
Education
Indiana University - Kelley School of Business
M.S., Finance
The Pennsylvania State University
M.B.A., Corporate Financial Analysis
University of Alabama
B.S., Culverhouse School of Accountancy
Pioneer Investments 2013 - Present
J.P. Morgan Asset Management 2010 - 2013
OppenheimerFunds 2002 - 2009
Morgan Stanley Investment Management 1998 - 2002
CMS Companies 1996 - 1998
Skills
Fixed Income, Portfolio Management, Equities, Hedge Funds, Investments, Bonds, Investment Management, Private Equity, Emerging Markets, Financial Risk, Options, Credit, Alternative Investments, Trading, Securities, Mutual Funds
Education
Indiana University - Kelley School of Business
M.S., Finance
The Pennsylvania State University
M.B.A., Corporate Financial Analysis
University of Alabama
B.S., Culverhouse School of Accountancy
Hiren Vithalani Hiren Vithalani's Pioneer Investments Experience October 2009 - August 2011
Job Investments Data Analyst at Employees Retirement System of Texas
Industry Computer Software
Experience
Employees Retirement System of Texas October 2014 - Present
Techdemocracy LLC October 2009 - Present
MetLife August 2011 - September 2014
Pioneer Investments October 2009 - August 2011
Hexaware Technologies 2006 - 2010
Jet Airways April 2005 - December 2005
IL&FS July 2004 - March 2005
Birla Copper April 2004 - June 2004
Sanvik Computer Sakinaka June 2002 - March 2004
Skills
Analysis, OCP, Testing, PL/SQL, Data Warehousing, Business Intelligence, SQL, Oracle SQL, Requirements Analysis, Business Analysis, SDLC, Oracle, Eagle PACE, Eagle, Quality Assurance, Requirements Gathering, Data Migration, Oracle SQL Developer, Databases
Education
Johnson and Wales University 2012 — 2014
Master of Business Administration (M.B.A.), I.T. Concentration, A
University of Mumbai 1998 — 2001
Bachelor of Commerce, Accounting
Sanskar Jyot
Secondary School Certificate
Employees Retirement System of Texas October 2014 - Present
Techdemocracy LLC October 2009 - Present
MetLife August 2011 - September 2014
Pioneer Investments October 2009 - August 2011
Hexaware Technologies 2006 - 2010
Jet Airways April 2005 - December 2005
IL&FS July 2004 - March 2005
Birla Copper April 2004 - June 2004
Sanvik Computer Sakinaka June 2002 - March 2004
Skills
Analysis, OCP, Testing, PL/SQL, Data Warehousing, Business Intelligence, SQL, Oracle SQL, Requirements Analysis, Business Analysis, SDLC, Oracle, Eagle PACE, Eagle, Quality Assurance, Requirements Gathering, Data Migration, Oracle SQL Developer, Databases
Education
Johnson and Wales University 2012 — 2014
Master of Business Administration (M.B.A.), I.T. Concentration, A
University of Mumbai 1998 — 2001
Bachelor of Commerce, Accounting
Sanskar Jyot
Secondary School Certificate
Ryan Sardelli's Pioneer Investments Experience 2006 - 2010
Job Investment Consultant, Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management 2010 - Present
Pioneer Investments 2006 - 2010
Pioneer Investments 2006 - 2006
Pioneer Investments 2005 - 2005
Fidelity Investments 2000 - 2004
Skills
Mutual Funds, Investments, Alternative Investments, Fixed Income, Asset Allocation, Capital Markets, Series 7, Series 66, Asset Management, Financial Services, Series 6, Variable Annuities, Portfolio Management
Education
Keene State College 2001 — 2005
Bachelor of Arts
Lexington High School 1997 — 2001
Natixis Global Asset Management 2010 - Present
Pioneer Investments 2006 - 2010
Pioneer Investments 2006 - 2006
Pioneer Investments 2005 - 2005
Fidelity Investments 2000 - 2004
Skills
Mutual Funds, Investments, Alternative Investments, Fixed Income, Asset Allocation, Capital Markets, Series 7, Series 66, Asset Management, Financial Services, Series 6, Variable Annuities, Portfolio Management
Education
Keene State College 2001 — 2005
Bachelor of Arts
Lexington High School 1997 — 2001
Brittany Ciulla's Pioneer Investments Experience July 2007 - December 2007
Job Marketing and Events Professional
Industry Biotechnology
Experience
Livingston International September 2014 - March 2015
National Funding September 2013 - June 2014
Lifebooker LLC April 2011 - May 2013
AllianceBernstein December 2010 - April 2011
Rafanelli Events July 2009 - November 2010
Ernst & Young July 2008 - December 2008
Pioneer Investments July 2007 - December 2007
Skills
B2B, Marketing, Account Management, Customer Service, Management, Salesforce.com, Social Media, Social Media Marketing, Event Planning, Market Research, Microsoft Office, Public Relations, Email Marketing, PowerPoint, Microsoft Excel, Microsoft Word, Outlook, Project Management
Education
Northeastern University 2006 — 2010
a Bachelor of Science Degree
Studio Art Centers International 2009 — 2009
Fordham University 2005 — 2006
Livingston International September 2014 - March 2015
National Funding September 2013 - June 2014
Lifebooker LLC April 2011 - May 2013
AllianceBernstein December 2010 - April 2011
Rafanelli Events July 2009 - November 2010
Ernst & Young July 2008 - December 2008
Pioneer Investments July 2007 - December 2007
Skills
B2B, Marketing, Account Management, Customer Service, Management, Salesforce.com, Social Media, Social Media Marketing, Event Planning, Market Research, Microsoft Office, Public Relations, Email Marketing, PowerPoint, Microsoft Excel, Microsoft Word, Outlook, Project Management
Education
Northeastern University 2006 — 2010
a Bachelor of Science Degree
Studio Art Centers International 2009 — 2009
Fordham University 2005 — 2006
Jonathan Pitts Jonathan Pitts's Pioneer Investments Experience 2001 - 2005
Job AVP, Talent Acquisition
Industry Financial Services
Experience
Direct Capital Corporation April 2015 - Present
KICVentures March 2014 - March 2015
Complete Staffing Solutions 2012 - April 2014
DMB Financial 2010 - 2012
Robert Half Finance & Accounting 2008 - 2009
MFS Investment Management 2007 - 2008
State Street 2005 - 2007
Pioneer Investments 2001 - 2005
Skills
New Business Development, Compliance, Compliance Audits, Team Leadership, Training & Development, Phone Screening, Interviews, Screening Resumes, Client Development, Client Liaison, Recruiting, Staffing Services, Direct Sales, Winemaking, Homebrewing, Technical Recruiting, Recruitment Advertising, Talent Management, Talent Acquisition, Training, Temporary Placement, Employee Training, Applicant Tracking..., Contract Recruitment, Employee Relations, Hiring, Sourcing, Internet Recruiting, Human Resources, College Recruiting, Onboarding, Benefits Negotiation, Executive Search, Screening, Interview Preparation, HRIS, Networking, Permanent Placement, Employee Benefits, Candidate Generation, Workforce Planning, Full-life Cycle..., Taleo, New Hire Orientations, Search, Temporary Staffing
Education
Ithaca College
Walnut Hill
Direct Capital Corporation April 2015 - Present
KICVentures March 2014 - March 2015
Complete Staffing Solutions 2012 - April 2014
DMB Financial 2010 - 2012
Robert Half Finance & Accounting 2008 - 2009
MFS Investment Management 2007 - 2008
State Street 2005 - 2007
Pioneer Investments 2001 - 2005
Skills
New Business Development, Compliance, Compliance Audits, Team Leadership, Training & Development, Phone Screening, Interviews, Screening Resumes, Client Development, Client Liaison, Recruiting, Staffing Services, Direct Sales, Winemaking, Homebrewing, Technical Recruiting, Recruitment Advertising, Talent Management, Talent Acquisition, Training, Temporary Placement, Employee Training, Applicant Tracking..., Contract Recruitment, Employee Relations, Hiring, Sourcing, Internet Recruiting, Human Resources, College Recruiting, Onboarding, Benefits Negotiation, Executive Search, Screening, Interview Preparation, HRIS, Networking, Permanent Placement, Employee Benefits, Candidate Generation, Workforce Planning, Full-life Cycle..., Taleo, New Hire Orientations, Search, Temporary Staffing
Education
Ithaca College
Walnut Hill
Erika Miller Erika Miller's Pioneer Investments Experience May 2013 - June 2013
Job Looking to Continue My Career in Finance
Industry Financial Services
Experience
Financial Trust Asset Management March 2014 - December 2014
Florida Atlantic University August 2012 - December 2013
UniCredit Leasing May 2013 - June 2013
Pioneer Investments May 2013 - June 2013
Commerzbank AG May 2011 - June 2011
Skills
Research, Quantitative Research, Fundamental Analysis, Technical Analysis, Data Analysis, Econometrics, Statistics, Stata, Microsoft Office, Microsoft Access, Microsoft Excel, Microsoft Word, PowerPoint, Problem Solving, Public Speaking, Team Leadership, Event Planning, Series 65, English, Czech, German, Tennis, Tennis Coaching, Higher Education, University Teaching, Teaching
Education
Florida Atlantic University 2012 — 2013
Master of Science (MS), Economics - Financial Track, 4.0 GPA
Florida Atlantic University 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General, 4.0 GPA
Financial Trust Asset Management March 2014 - December 2014
Florida Atlantic University August 2012 - December 2013
UniCredit Leasing May 2013 - June 2013
Pioneer Investments May 2013 - June 2013
Commerzbank AG May 2011 - June 2011
Skills
Research, Quantitative Research, Fundamental Analysis, Technical Analysis, Data Analysis, Econometrics, Statistics, Stata, Microsoft Office, Microsoft Access, Microsoft Excel, Microsoft Word, PowerPoint, Problem Solving, Public Speaking, Team Leadership, Event Planning, Series 65, English, Czech, German, Tennis, Tennis Coaching, Higher Education, University Teaching, Teaching
Education
Florida Atlantic University 2012 — 2013
Master of Science (MS), Economics - Financial Track, 4.0 GPA
Florida Atlantic University 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General, 4.0 GPA
Caroline Monahan Caroline Monahan's Pioneer Investments Experience October 2009 - 2011
Job Client Service Associate for The Bankhead Group at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. October 2011 - Present
Team Mass Eye and Ear January 2011 - April 2011
Pioneer Investments October 2009 - 2011
Education
Hobart and William Smith Colleges 2005 — 2009
B.A., Art History, Sociology and Media & Society
Hingham High School 2001 — 2005
UBS Financial Services, Inc. October 2011 - Present
Team Mass Eye and Ear January 2011 - April 2011
Pioneer Investments October 2009 - 2011
Education
Hobart and William Smith Colleges 2005 — 2009
B.A., Art History, Sociology and Media & Society
Hingham High School 2001 — 2005
Kevin Zellers's Pioneer Investments Experience April 2012 - Present
Job Regional Vice President, Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments April 2012 - Present
Key Investment Services November 2006 - April 2012
Skills
Mutual Funds, Series 7, Asset Allocation, Financial Advisory, Wealth Management, Investment Strategies, Investments, Separately Managed..., Series 6, Fixed Annuities, Asset Managment, Retirement Planning, Series 63, Variable Annuities, Series 65
Education
Kent State University
Bachelor of Arts (B.A.)
Pioneer Investments April 2012 - Present
Key Investment Services November 2006 - April 2012
Skills
Mutual Funds, Series 7, Asset Allocation, Financial Advisory, Wealth Management, Investment Strategies, Investments, Separately Managed..., Series 6, Fixed Annuities, Asset Managment, Retirement Planning, Series 63, Variable Annuities, Series 65
Education
Kent State University
Bachelor of Arts (B.A.)
Ksenia Desautels Ksenia Desautels's Pioneer Investments Experience May 2008 - January 2011
Job Finance and Business Development Director at Netragard, Inc
Industry Information Technology and Services
Experience
Netragard, Inc November 2010 - Present
Harvard University September 2014 - January 2015
Pioneer Investments May 2008 - January 2011
Pioneer Investments May 2007 - May 2008
Bank of America January 2006 - March 2007
Lenexpo Inc 2002 - 2003
Nevsky Sindicate 2000 - 2002
Skills
Asset Managment, Process Improvement, Vulnerability Assessment, Asset Management, Penetration Testing, Security, Web Application Security, Vulnerability Research, PCI DSS, Information Security, Information Security..., Computer Security, Enterprise Risk..., Network Security, Risk Assessment, Strategy, Business Analysis, Risk Management, Leadership, Management, Financial Analysis, Finance, Strategic Planning, Business Strategy, Analysis
Education
Harvard University 2013 — 2015
Master's Degree, Master of Liberal Arts, Finance
Northeastern University 2004 — 2007
Bachelor Of Science, Business Administration, Finance, 3.82
CFA Institute
Netragard, Inc November 2010 - Present
Harvard University September 2014 - January 2015
Pioneer Investments May 2008 - January 2011
Pioneer Investments May 2007 - May 2008
Bank of America January 2006 - March 2007
Lenexpo Inc 2002 - 2003
Nevsky Sindicate 2000 - 2002
Skills
Asset Managment, Process Improvement, Vulnerability Assessment, Asset Management, Penetration Testing, Security, Web Application Security, Vulnerability Research, PCI DSS, Information Security, Information Security..., Computer Security, Enterprise Risk..., Network Security, Risk Assessment, Strategy, Business Analysis, Risk Management, Leadership, Management, Financial Analysis, Finance, Strategic Planning, Business Strategy, Analysis
Education
Harvard University 2013 — 2015
Master's Degree, Master of Liberal Arts, Finance
Northeastern University 2004 — 2007
Bachelor Of Science, Business Administration, Finance, 3.82
CFA Institute
Elias Manzi's Pioneer Investments Experience September 2012 - December 2013
Job System Engineer at Highfields Capital
Industry Information Technology and Services
Experience
Highfields Capital July 2015 - Present
F-Squared Investments March 2014 - July 2015
CBT Architects December 2013 - March 2014
Pioneer Investments September 2012 - December 2013
Endicott College September 2008 - May 2012
GreenerStep August 2011 - December 2011
Middlebury College May 2010 - September 2011
Skills
Active Directory, Photography, Photoshop, SharePoint, HTML, International Relations, HP Service Manager, Windows 7 Migration, VMware, RSA Security
Education
Endicott College 2008 — 2012
BA, International Studies
College for International Studies Madrid 2009 — 2010
Study Abroad
Highfields Capital July 2015 - Present
F-Squared Investments March 2014 - July 2015
CBT Architects December 2013 - March 2014
Pioneer Investments September 2012 - December 2013
Endicott College September 2008 - May 2012
GreenerStep August 2011 - December 2011
Middlebury College May 2010 - September 2011
Skills
Active Directory, Photography, Photoshop, SharePoint, HTML, International Relations, HP Service Manager, Windows 7 Migration, VMware, RSA Security
Education
Endicott College 2008 — 2012
BA, International Studies
College for International Studies Madrid 2009 — 2010
Study Abroad
Elena Connolly Elena Connolly's Pioneer Investments Experience June 2014 - August 2014
Job Senior Financial Operations Representative at Liberty Mutual Insurance
Industry
Experience
Liberty Mutual Insurance May 2015 - Present
Pan-Mass Challenge January 2015 - Present
Madewell November 2014 - Present
Jake's Seafood April 2012 - Present
Pioneer Investments June 2014 - August 2014
Skills
Sales, Retail, Restaurants, PowerPoint, Community Outreach, Spanish, Time Management, Microsoft Word, WordPress, Microsoft Excel, PeopleSoft, Photoshop
Education
Emmanuel College 2012 — 2015
Bachelor of Arts in Management
Richmond, The American International University in London 2013 — 2013
University of Rhode Island 2011 — 2012
Liberty Mutual Insurance May 2015 - Present
Pan-Mass Challenge January 2015 - Present
Madewell November 2014 - Present
Jake's Seafood April 2012 - Present
Pioneer Investments June 2014 - August 2014
Skills
Sales, Retail, Restaurants, PowerPoint, Community Outreach, Spanish, Time Management, Microsoft Word, WordPress, Microsoft Excel, PeopleSoft, Photoshop
Education
Emmanuel College 2012 — 2015
Bachelor of Arts in Management
Richmond, The American International University in London 2013 — 2013
University of Rhode Island 2011 — 2012
Stefan Herlitz Stefan Herlitz's Pioneer Investments Experience July 2014 - August 2014
Job Secretary of University Policy at University of Massachusetts Amherst Student Government Association
Industry Political Organization
Experience
The Massachusetts Daily Collegian September 2012 - May 2015
University of Massachusetts Amherst Student Government Association May 2014 - April 2015
Pioneer Investments July 2014 - August 2014
Office of State Representative Jeffrey Roy January 2014 - July 2014
University of Massachusetts Student Government Association September 2012 - May 2014
Town of Franklin, Massachusetts August 2008 - August 2013
Ed Markey for US Senate June 2013 - June 2013
Skills
Research, Microsoft Office, Social Media, Public Speaking, Politics, PowerPoint, Microsoft Excel, Microsoft Word, English, Political Science, Event Planning, Public Relations, Political Campaigns, Editing, Latin, Translation, Policy Analysis, Data Analysis, Votebuilder, International Relations, Political Communication, Economics, Nonprofits, Grassroots Organizing
Education
Harvard Law School 2015 — 2018
Juris Doctor (J.D.)
University of Massachusetts, Amherst 2012 — 2015
Bachelor’s Degree, Classics and Political Science
Franklin High School 2008 — 2012
The Massachusetts Daily Collegian September 2012 - May 2015
University of Massachusetts Amherst Student Government Association May 2014 - April 2015
Pioneer Investments July 2014 - August 2014
Office of State Representative Jeffrey Roy January 2014 - July 2014
University of Massachusetts Student Government Association September 2012 - May 2014
Town of Franklin, Massachusetts August 2008 - August 2013
Ed Markey for US Senate June 2013 - June 2013
Skills
Research, Microsoft Office, Social Media, Public Speaking, Politics, PowerPoint, Microsoft Excel, Microsoft Word, English, Political Science, Event Planning, Public Relations, Political Campaigns, Editing, Latin, Translation, Policy Analysis, Data Analysis, Votebuilder, International Relations, Political Communication, Economics, Nonprofits, Grassroots Organizing
Education
Harvard Law School 2015 — 2018
Juris Doctor (J.D.)
University of Massachusetts, Amherst 2012 — 2015
Bachelor’s Degree, Classics and Political Science
Franklin High School 2008 — 2012
Philip Haley Philip Haley's Pioneer Investments Experience 2001 - 2004
Job President & CEO at United Way of DanvillePittsylvania County
Industry Financial Services
Experience
United Way of Danville-Pittsylvania County November 2014 - Present
Achaean Financial 2004 - Present
Pioneer investments 2001 - 2004
Cova Financial Services (formerly Xerox Financial Services) 1995 - 2000
Xerox Financial Services Life 1990 - 1995
Xerox Financial Services Life October 1987 - June 1990
Skills
Investments, Alternative Investments, Asset Management, Business Strategy, Fixed Income, Equities, Capital Markets, Management, Portfolio Management, Sales
Education
Hampden-Sydney College 1973 — 1977
United Way of Danville-Pittsylvania County November 2014 - Present
Achaean Financial 2004 - Present
Pioneer investments 2001 - 2004
Cova Financial Services (formerly Xerox Financial Services) 1995 - 2000
Xerox Financial Services Life 1990 - 1995
Xerox Financial Services Life October 1987 - June 1990
Skills
Investments, Alternative Investments, Asset Management, Business Strategy, Fixed Income, Equities, Capital Markets, Management, Portfolio Management, Sales
Education
Hampden-Sydney College 1973 — 1977
Brian Kilar Brian Kilar's Pioneer Investments Experience May 2012 - March 2015
Job Regional Investment Consultant RIA Advisory Services at Putnam Investments
Industry Financial Services
Experience
Putnam Investments March 2015 - Present
Pioneer Investments May 2012 - March 2015
Managers Investment Group January 2006 - May 2012
ABN AMRO Asset Management November 2004 - January 2006
National Stock Exchange January 2003 - November 2004
Skills
Mutual Funds, Alternative Investments, Asset Allocation, Investments, Investment Advisory, Financial Advisory, Series 63, Series 7, ETFs
Education
Illinois State University 1997 — 2001
BS, Finance/Marketing
Putnam Investments March 2015 - Present
Pioneer Investments May 2012 - March 2015
Managers Investment Group January 2006 - May 2012
ABN AMRO Asset Management November 2004 - January 2006
National Stock Exchange January 2003 - November 2004
Skills
Mutual Funds, Alternative Investments, Asset Allocation, Investments, Investment Advisory, Financial Advisory, Series 63, Series 7, ETFs
Education
Illinois State University 1997 — 2001
BS, Finance/Marketing
Joseph Clair's Pioneer Investments Experience June 2002 - October 2005
Job Atherectomy Consultant
Industry Medical Devices
Experience
Boston Scientific February 2012 - Present
Bayer Interventional February 2012 - August 2014
Cardiovascular Systems Inc January 2011 - January 2012
Stryker Imaging January 2009 - January 2011
Kohary Construction / Clair Homes November 2005 - December 2008
Pioneer Investments June 2002 - October 2005
Pfizer Pharmaceuticals January 1999 - May 2002
Orebro Black Knights February 1998 - September 1998
Skills
Medical Devices, Sales Operations, Operating Room, Catheters, Surgical Instruments, Capital Equipment, Healthcare, Market Development, Sales, Sales Process, Surgeons, Selling, New Business Development, Cardiology
Education
Lafayette College 1993 — 1997
Bachelor of Arts, Art/Art History
Boston Scientific February 2012 - Present
Bayer Interventional February 2012 - August 2014
Cardiovascular Systems Inc January 2011 - January 2012
Stryker Imaging January 2009 - January 2011
Kohary Construction / Clair Homes November 2005 - December 2008
Pioneer Investments June 2002 - October 2005
Pfizer Pharmaceuticals January 1999 - May 2002
Orebro Black Knights February 1998 - September 1998
Skills
Medical Devices, Sales Operations, Operating Room, Catheters, Surgical Instruments, Capital Equipment, Healthcare, Market Development, Sales, Sales Process, Surgeons, Selling, New Business Development, Cardiology
Education
Lafayette College 1993 — 1997
Bachelor of Arts, Art/Art History
Jay Conway, CFA Jay Conway, CFA's Pioneer Investments Experience April 2007 - June 2015
Job Financial Advisor & Investment Manager at FC Advisors
Industry Financial Services
Experience
FC Advisors July 2015 - Present
Pioneer Investments April 2007 - June 2015
Pioneer Investments January 2006 - April 2007
Skills
Mutual Funds, Asset Allocation, Fixed Income, Equities, Alternative Investments, Business Development
Education
Georgetown University 1998 — 2002
Bachelor of Science - Finance
Lawrence Academy 1994 — 1998
FC Advisors July 2015 - Present
Pioneer Investments April 2007 - June 2015
Pioneer Investments January 2006 - April 2007
Skills
Mutual Funds, Asset Allocation, Fixed Income, Equities, Alternative Investments, Business Development
Education
Georgetown University 1998 — 2002
Bachelor of Science - Finance
Lawrence Academy 1994 — 1998
Benjamin Sturgell Benjamin Sturgell's Pioneer Investments Experience June 2006 - December 2006
Job Corporate Counsel at Jarden Corporation
Industry Law Practice
Experience
Jarden Corporation May 2014 - Present
Palm Beach Atlantic University January 2015 - Present
Kaplan August 2010 - May 2014
Signature Healthcare December 2008 - August 2010
Iconix Brand Group May 2007 - December 2007
Pioneer Investments June 2006 - December 2006
Skills
Corporate Law, Legal Research, Legal Writing, Intellectual Property, Corporate Governance, Employment Law, Licensing, Legal Issues, Privacy Law, Mediation, Due Diligence, Westlaw, Mergers, Legal Advice, Mergers & Acquisitions, Trade Secrets, Legal Compliance, Policy
Education
Suffolk University Law School 2005 — 2008
J.D., Law
Gordon College 1999 — 2003
B.A., Business and Economics
Jarden Corporation May 2014 - Present
Palm Beach Atlantic University January 2015 - Present
Kaplan August 2010 - May 2014
Signature Healthcare December 2008 - August 2010
Iconix Brand Group May 2007 - December 2007
Pioneer Investments June 2006 - December 2006
Skills
Corporate Law, Legal Research, Legal Writing, Intellectual Property, Corporate Governance, Employment Law, Licensing, Legal Issues, Privacy Law, Mediation, Due Diligence, Westlaw, Mergers, Legal Advice, Mergers & Acquisitions, Trade Secrets, Legal Compliance, Policy
Education
Suffolk University Law School 2005 — 2008
J.D., Law
Gordon College 1999 — 2003
B.A., Business and Economics
J. Peirce Daly J. Peirce Daly's Pioneer Investments Experience June 2015 - Present
Job Analyst at Pioneer Investments
Industry Investment Management
Experience
Pioneer Investments June 2015 - Present
Pioneer Investments May 2014 - June 2015
State Street June 2013 - August 2013
Skills
Corporate Finance, Microsoft Excel, Equities, PowerPoint, Financial Modeling, Stata, BlackRock Aladdin, Bloomberg, FactSet, Morningstar Direct, Lipper LANA
Education
Lafayette College 2010 — 2014
B.A., Economics, Minor in Government & Law
Saint Sebastian's School 2004 — 2010
Pioneer Investments June 2015 - Present
Pioneer Investments May 2014 - June 2015
State Street June 2013 - August 2013
Skills
Corporate Finance, Microsoft Excel, Equities, PowerPoint, Financial Modeling, Stata, BlackRock Aladdin, Bloomberg, FactSet, Morningstar Direct, Lipper LANA
Education
Lafayette College 2010 — 2014
B.A., Economics, Minor in Government & Law
Saint Sebastian's School 2004 — 2010
Andy Finnegan Andy Finnegan's Pioneer Investments Experience September 2011 - December 2012
Job Shareholder Services Associate at GMO
Industry Investment Management
Experience
GMO March 2015 - Present
Kaufman Rossin Fund Services December 2012 - March 2015
Pioneer Investments September 2011 - December 2012
University Directories May 2010 - August 2010
A+ Letter Service January 2009 - January 2010
Skills
Cold Calling, Sales, Marketing, Market Research, Account Management, Advertising, Social Media, Email Marketing, PowerPoint, Social Media Marketing, Competitive Analysis, Outlook, Financial Analysis, Customer Service, Customer Engagement, Customer Satisfaction, Corporate Finance, Mutual Funds, Capital Gains Tax, Cost Basis Reporting, Cost Basis, 1099 Preparation, Financial Services, Finance
Education
Lafayette College 2007 — 2011
Bachelor of Arts, Economics & Business, Finance, Philosophy, 3.47
Monsignor Donovan High School 2003 — 2007
4.0
St Joes
GMO March 2015 - Present
Kaufman Rossin Fund Services December 2012 - March 2015
Pioneer Investments September 2011 - December 2012
University Directories May 2010 - August 2010
A+ Letter Service January 2009 - January 2010
Skills
Cold Calling, Sales, Marketing, Market Research, Account Management, Advertising, Social Media, Email Marketing, PowerPoint, Social Media Marketing, Competitive Analysis, Outlook, Financial Analysis, Customer Service, Customer Engagement, Customer Satisfaction, Corporate Finance, Mutual Funds, Capital Gains Tax, Cost Basis Reporting, Cost Basis, 1099 Preparation, Financial Services, Finance
Education
Lafayette College 2007 — 2011
Bachelor of Arts, Economics & Business, Finance, Philosophy, 3.47
Monsignor Donovan High School 2003 — 2007
4.0
St Joes
Lisa Russo Szturma Lisa Russo Szturma's Pioneer Investments Experience June 2008 - 2012
Job Financial Services Technology Consultant
Industry Financial Services
Experience
Fidelity Investments April 2012 - January 2015
Pioneer Investments June 2008 - 2012
Pioneer Investments August 2003 - December 2007
Pioneer Investments December 2001 - July 2003
Digitas January 2001 - December 2001
DriverFX January 2000 - June 2000
CSC Consulting June 1992 - January 2000
Skills
IT Strategy, Business Analysis, Management, Strategy, Integration, Enterprise Software, CRM, Vendor Management, Asset Management, Distributed Agile
Education
Franklin & Marshall College
BA, Mathematics
Syracuse University - Florence, Italy
Architecture
Fidelity Investments April 2012 - January 2015
Pioneer Investments June 2008 - 2012
Pioneer Investments August 2003 - December 2007
Pioneer Investments December 2001 - July 2003
Digitas January 2001 - December 2001
DriverFX January 2000 - June 2000
CSC Consulting June 1992 - January 2000
Skills
IT Strategy, Business Analysis, Management, Strategy, Integration, Enterprise Software, CRM, Vendor Management, Asset Management, Distributed Agile
Education
Franklin & Marshall College
BA, Mathematics
Syracuse University - Florence, Italy
Architecture
Brian M. O'Donnell's Pioneer Investments Experience 2006 - 2009
Job
Industry Computer Software
Experience
Adaptive Insights April 2014 - Present
Merchant Warehouse 2011 - 2014
RatePoint, Inc 2009 - 2011
Pioneer Investments 2006 - 2009
CSN Stores 2005 - 2006
Skills
Payments, Strategic Partnerships, Merchant Services, Direct Sales, New Business Development, Salesforce.com, B2B, Lead Generation, SaaS, POS, Leadership, Sales, Cloud Computing, Payment Gateways, Strategy, Cold Calling, Account Management, Business Development, Mobile Payments, Sales Management, Analysis, Integrated Marketing, Management, Marketing, Inside Sales, Social Media, Business Intelligence, CRM, E-commerce, Email Marketing, Customer Service
Education
Hobart and William Smith Colleges 2001 — 2005
Bachelor’s Degree, International Relations
St. Sebastian's School 1995 — 2001
Middle School / High School, 7-12
Freeman-Centennial Elementary School 1988 — 1995
Elementary School, Kindergarten - Grade 6
Norfolk Children's School 1987 — 1988
Preschool
Adaptive Insights April 2014 - Present
Merchant Warehouse 2011 - 2014
RatePoint, Inc 2009 - 2011
Pioneer Investments 2006 - 2009
CSN Stores 2005 - 2006
Skills
Payments, Strategic Partnerships, Merchant Services, Direct Sales, New Business Development, Salesforce.com, B2B, Lead Generation, SaaS, POS, Leadership, Sales, Cloud Computing, Payment Gateways, Strategy, Cold Calling, Account Management, Business Development, Mobile Payments, Sales Management, Analysis, Integrated Marketing, Management, Marketing, Inside Sales, Social Media, Business Intelligence, CRM, E-commerce, Email Marketing, Customer Service
Education
Hobart and William Smith Colleges 2001 — 2005
Bachelor’s Degree, International Relations
St. Sebastian's School 1995 — 2001
Middle School / High School, 7-12
Freeman-Centennial Elementary School 1988 — 1995
Elementary School, Kindergarten - Grade 6
Norfolk Children's School 1987 — 1988
Preschool
Tim Costikyan Tim Costikyan's Pioneer Investments Experience January 2006 - January 2007
Job
Industry Design
Experience
Lincoln Financial Group February 2015 - Present
TC Design June 2009 - January 2015
Voya Financial April 2014 - September 2014
HTH Worldwide May 2013 - November 2013
Tremor Video June 2012 - November 2012
Upromise February 2007 - May 2009
Pioneer Investments January 2006 - January 2007
MMB, Conover Tuttle & Pace, StrideRite® 2004 - 2006
Mullen 1999 - 2004
Skills
Graphic Design, Interaction Design, Art Direction, Product Management, Responsive Web Design, Advertising, Layout, Graphics, Brochures, Email Marketing, Studio, Web Applications, Mac, Web Design and..., UI Design, Project Management
Education
Fairfield University
Bachelor of Arts (B.A.)
Massachusetts College of Art
Lincoln Financial Group February 2015 - Present
TC Design June 2009 - January 2015
Voya Financial April 2014 - September 2014
HTH Worldwide May 2013 - November 2013
Tremor Video June 2012 - November 2012
Upromise February 2007 - May 2009
Pioneer Investments January 2006 - January 2007
MMB, Conover Tuttle & Pace, StrideRite® 2004 - 2006
Mullen 1999 - 2004
Skills
Graphic Design, Interaction Design, Art Direction, Product Management, Responsive Web Design, Advertising, Layout, Graphics, Brochures, Email Marketing, Studio, Web Applications, Mac, Web Design and..., UI Design, Project Management
Education
Fairfield University
Bachelor of Arts (B.A.)
Massachusetts College of Art
Tricia Hajjar Tricia Hajjar's Pioneer Investments Experience May 2003 - February 2007
Job Wealth Management Consultant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2015 - Present
Northwestern Mutual February 2012 - March 2015
ING Investment Management February 2007 - February 2012
Pioneer Investments May 2003 - February 2007
State Street Research April 2002 - May 2003
State Street Research July 2000 - April 2002
State Street Research March 1999 - July 2000
Skills
Consultative Sales..., Relationship Management, Public Speaking, Series 7, Series 24, Series 63, Series 66, Mutual Funds, Investments, Retirement, 401k, Separately Managed..., Financial Services, Insurance, FINRA, Asset Allocation, Fixed Annuities, Financial Advisory, Strategic Financial..., Retirement Planning, Securities, Alternative Investments, Wealth Management, Variable Annuities, Retirement Plan..., Financial Planning
Education
Florida Atlantic University
BS, Finance
Ameriprise Financial Services, Inc. March 2015 - Present
Northwestern Mutual February 2012 - March 2015
ING Investment Management February 2007 - February 2012
Pioneer Investments May 2003 - February 2007
State Street Research April 2002 - May 2003
State Street Research July 2000 - April 2002
State Street Research March 1999 - July 2000
Skills
Consultative Sales..., Relationship Management, Public Speaking, Series 7, Series 24, Series 63, Series 66, Mutual Funds, Investments, Retirement, 401k, Separately Managed..., Financial Services, Insurance, FINRA, Asset Allocation, Fixed Annuities, Financial Advisory, Strategic Financial..., Retirement Planning, Securities, Alternative Investments, Wealth Management, Variable Annuities, Retirement Plan..., Financial Planning
Education
Florida Atlantic University
BS, Finance
Taylor Noel Taylor Noel's Pioneer Investments Experience November 2013 - May 2014
Job Manager Assistant at Bain & Company
Industry Marketing and Advertising
Experience
Bain & Company June 2015 - Present
Intervale Capital May 2014 - June 2015
Pioneer Investments November 2013 - May 2014
Coolidge Corner Clubhouse November 2013 - May 2014
Department of Sport Management September 2011 - May 2013
Women in Sports and Events September 2011 - May 2013
Alpha Xi Delta January 2010 - May 2013
Syracuse Silver Knights June 2012 - December 2012
Pirate's Hideout April 2007 - August 2011
Sport Management Club 2009 - 2011
Skills
Marketing, Sports, Sponsorship, Facebook, Microsoft Word, Sports Marketing, PowerPoint, Microsoft Excel, InDesign, Photoshop, Event Planning, Radian6, Microsoft Publisher, Microsoft Powerpoint, SEO, FileMaker, Public Speaking
Education
Syracuse University - David B. Falk College of Sport and Human Dynamics 2009 — 2013
Sport Management Major, Marketing Minor
Waterford-Halfmoon High School 2005 — 2009
Advanced Regents Diploma
General Assembly
Getting Started with Google AdWords, Intro to Content Marketing
Bain & Company June 2015 - Present
Intervale Capital May 2014 - June 2015
Pioneer Investments November 2013 - May 2014
Coolidge Corner Clubhouse November 2013 - May 2014
Department of Sport Management September 2011 - May 2013
Women in Sports and Events September 2011 - May 2013
Alpha Xi Delta January 2010 - May 2013
Syracuse Silver Knights June 2012 - December 2012
Pirate's Hideout April 2007 - August 2011
Sport Management Club 2009 - 2011
Skills
Marketing, Sports, Sponsorship, Facebook, Microsoft Word, Sports Marketing, PowerPoint, Microsoft Excel, InDesign, Photoshop, Event Planning, Radian6, Microsoft Publisher, Microsoft Powerpoint, SEO, FileMaker, Public Speaking
Education
Syracuse University - David B. Falk College of Sport and Human Dynamics 2009 — 2013
Sport Management Major, Marketing Minor
Waterford-Halfmoon High School 2005 — 2009
Advanced Regents Diploma
General Assembly
Getting Started with Google AdWords, Intro to Content Marketing
Nell Herberich Nell Herberich's Pioneer Investments Experience September 2015 - Present
Job Human Resources Coordinator at Pioneer Investments
Industry Publishing
Experience
Pioneer Investments September 2015 - Present
Kennison & Associates November 2013 - September 2015
JoVE October 2012 - October 2013
Houghton Mifflin Harcourt 2012 - October 2012
Hobart and William Smith Colleges September 2011 - May 2012
Brookside Health Center-Partners Healthcare May 2010 - August 2010
Skills
Fluent in Spanish, basic American Sign..., Editing, Research, Copy Editing, Public Speaking, Social Media, Creative Writing, Grant Writing, Facebook, Sales, Social Media Marketing, Social Networking
Education
Hobart and William Smith Colleges 2008 — 2012
Bachelor of Arts (B.A.), English and Latin American Studies
Brookline High School 2004 — 2008
Pioneer Investments September 2015 - Present
Kennison & Associates November 2013 - September 2015
JoVE October 2012 - October 2013
Houghton Mifflin Harcourt 2012 - October 2012
Hobart and William Smith Colleges September 2011 - May 2012
Brookside Health Center-Partners Healthcare May 2010 - August 2010
Skills
Fluent in Spanish, basic American Sign..., Editing, Research, Copy Editing, Public Speaking, Social Media, Creative Writing, Grant Writing, Facebook, Sales, Social Media Marketing, Social Networking
Education
Hobart and William Smith Colleges 2008 — 2012
Bachelor of Arts (B.A.), English and Latin American Studies
Brookline High School 2004 — 2008
Vijayendra Bhargava Vijayendra Bhargava's Pioneer Investments Experience July 2010 - December 2010
Job Business/Systems Analyst
Industry Information Technology and Services
Experience
State Street June 2006 - Present
Pioneer Investments July 2010 - December 2010
Skills
SAS, Oracle SQL, Excel, Cognos, Word, Open Pages, Visio, Business Analysis, Data Analysis, Systems Analysis, User Acceptance Testing, Basel II, Credit Risk, SDLC, Risk Management, Oracle, Requirements Analysis, Microsoft Excel, Process Improvement, Requirements Gathering
Education
Jai Hind College
BS, Mathematics
New Jersey Institute of Technology
Computer Engineering
State Street June 2006 - Present
Pioneer Investments July 2010 - December 2010
Skills
SAS, Oracle SQL, Excel, Cognos, Word, Open Pages, Visio, Business Analysis, Data Analysis, Systems Analysis, User Acceptance Testing, Basel II, Credit Risk, SDLC, Risk Management, Oracle, Requirements Analysis, Microsoft Excel, Process Improvement, Requirements Gathering
Education
Jai Hind College
BS, Mathematics
New Jersey Institute of Technology
Computer Engineering
Jack McCaffrey, AIF®'s Pioneer Investments Experience February 2012 - Present
Job Regional Vice President at Pioneer Investments
Industry Investment Management
Experience
Pioneer Investments February 2012 - Present
Pioneer Investments August 2009 - February 2012
Pioneer Investments September 2007 - August 2009
Pioneer Investments November 2006 - September 2007
Skills
Series 6, Series 7, Series 66, Series 63, FINRA, Wealth Management, Separately Managed..., Mutual Funds, Alternative Investments, Fixed Annuities, Asset Allocation, Securities, Investment Strategies, Uniform Combined State..., Investment Advisory, Retirement Planning, Retirement, Finance, Sales, 401k
Education
Ithaca College 2001 — 2005
BS
Ithaca College 2001 — 2005
Pioneer Investments February 2012 - Present
Pioneer Investments August 2009 - February 2012
Pioneer Investments September 2007 - August 2009
Pioneer Investments November 2006 - September 2007
Skills
Series 6, Series 7, Series 66, Series 63, FINRA, Wealth Management, Separately Managed..., Mutual Funds, Alternative Investments, Fixed Annuities, Asset Allocation, Securities, Investment Strategies, Uniform Combined State..., Investment Advisory, Retirement Planning, Retirement, Finance, Sales, 401k
Education
Ithaca College 2001 — 2005
BS
Ithaca College 2001 — 2005
Mike Ballentine Mike Ballentine's Pioneer Investments Experience March 2002 - July 2005
Job Business Systems Analyst, Financial Services
Industry Financial Services
Experience
Advent Software May 2010 - Present
Fidelity Investments August 2005 - December 2009
Pioneer Investments March 2002 - July 2005
IXIS Asset Management April 2005 - June 2005
Providus Software Solutions August 2004 - December 2004
Zurich Scudder Investments May 1998 - January 2002
Fidelity Investments July 1993 - April 1998
Bull 1990 - 1992
Apollo Computer 1986 - 1990
Intermetrics 1981 - 1983
Skills
Advent Geneva Portfolio...
Education
Georgia Institute of Technology
M.S.
Advent Software May 2010 - Present
Fidelity Investments August 2005 - December 2009
Pioneer Investments March 2002 - July 2005
IXIS Asset Management April 2005 - June 2005
Providus Software Solutions August 2004 - December 2004
Zurich Scudder Investments May 1998 - January 2002
Fidelity Investments July 1993 - April 1998
Bull 1990 - 1992
Apollo Computer 1986 - 1990
Intermetrics 1981 - 1983
Skills
Advent Geneva Portfolio...
Education
Georgia Institute of Technology
M.S.
Lynne Erhardt Lynne Erhardt's Pioneer Investments Experience July 1984 - January 1988
Job Administrative Assistant at Society of Information Mananagement
Industry Luxury Goods & Jewelry
Experience
Society of Information Mananagement National Headquarters January 2015 - Present
Fairfield/Westchester Chapter, Society for Information Management February 2012 - Present
Silpada Designs February 2004 - Present
Connecticut County Kids Magazine August 1995 - October 1997
Petroleum Heat and Power August 1993 - March 1995
Gartner January 1988 - June 1993
Pioneer Investments July 1984 - January 1988
Skills
Microsoft Office, Excel, PowerPoint and..., Management, Sales, Customer Service, Marketing, Strategic Planning, Leadership, Training, Coaching
Education
Fisher College 1982 — 1984
Associates, Business
BUHS
Society of Information Mananagement National Headquarters January 2015 - Present
Fairfield/Westchester Chapter, Society for Information Management February 2012 - Present
Silpada Designs February 2004 - Present
Connecticut County Kids Magazine August 1995 - October 1997
Petroleum Heat and Power August 1993 - March 1995
Gartner January 1988 - June 1993
Pioneer Investments July 1984 - January 1988
Skills
Microsoft Office, Excel, PowerPoint and..., Management, Sales, Customer Service, Marketing, Strategic Planning, Leadership, Training, Coaching
Education
Fisher College 1982 — 1984
Associates, Business
BUHS
Nick Rossetti, MBA's Pioneer Investments Experience May 2013 - Present
Job Regional Sales Specialist at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments May 2013 - Present
Putnam Investments February 2012 - April 2013
Putnam Investments September 2011 - January 2012
Viacom Corporation August 2009 - December 2009
Skills
Mutual Funds, Investments, Fixed Income, Series 7, Financial Services, Securities, Equities, Microsoft Excel, Financial Analysis, Series 63, PowerPoint, Asset Management, Series 6, Social Media, Marketing, Microsoft Office, Bloomberg, Microsoft Word, Social Media Marketing, Salesforce.com, Series 66
Education
Iona College 2010 — 2011
Masters Degree, Business Administration; Finance
Iona College 2006 — 2010
Bachelors of Business Administration, Finance
Pioneer Investments May 2013 - Present
Putnam Investments February 2012 - April 2013
Putnam Investments September 2011 - January 2012
Viacom Corporation August 2009 - December 2009
Skills
Mutual Funds, Investments, Fixed Income, Series 7, Financial Services, Securities, Equities, Microsoft Excel, Financial Analysis, Series 63, PowerPoint, Asset Management, Series 6, Social Media, Marketing, Microsoft Office, Bloomberg, Microsoft Word, Social Media Marketing, Salesforce.com, Series 66
Education
Iona College 2010 — 2011
Masters Degree, Business Administration; Finance
Iona College 2006 — 2010
Bachelors of Business Administration, Finance
Peter Walters Peter Walters's Pioneer Investments Experience 2005 - 2011
Job Client Insights Analyst at IRI
Industry Market Research
Experience
IRI August 2015 - Present
The NPD Group 2012 - January 2015
EPFR Global, Cambridge 2011 - 2012
Pioneer Investments 2005 - 2011
Pioneer Investments 2003 - 2005
Skills
Series 7, Business Strategy, Competitive Analysis, Series 66, Marketing, Investments, Sales, Management, Mutual Funds, Finance, Strategy, Portfolio Management, Product Marketing, Marketing Strategy, Analytics, Market Analysis, Market Research, Financial Analysis, Financial Services, Analysis
Education
Hobart and William Smith Colleges 1998 — 2002
Bachelor of Arts (BA), History, American Studies
IRI August 2015 - Present
The NPD Group 2012 - January 2015
EPFR Global, Cambridge 2011 - 2012
Pioneer Investments 2005 - 2011
Pioneer Investments 2003 - 2005
Skills
Series 7, Business Strategy, Competitive Analysis, Series 66, Marketing, Investments, Sales, Management, Mutual Funds, Finance, Strategy, Portfolio Management, Product Marketing, Marketing Strategy, Analytics, Market Analysis, Market Research, Financial Analysis, Financial Services, Analysis
Education
Hobart and William Smith Colleges 1998 — 2002
Bachelor of Arts (BA), History, American Studies
Aaron Burke Aaron Burke's Pioneer Investments Experience May 2008 - January 2009
Job Income Systems Manager at Eaton Vance
Industry Information Technology and Services
Experience
Eaton Vance November 2014 - Present
Eaton Vance November 2013 - October 2014
EATON VANCE June 2010 - November 2013
Fidessa LatentZero January 2009 - May 2010
Pioneer Investments May 2008 - January 2009
Latentzero September 2006 - April 2008
LOOMIS SAYLES April 2003 - August 2006
Putnam Investments January 2000 - March 2003
Skills
Bloomberg, Excel, SQL, Word, PowerPoint, CRD, Equities, FX, Fixed Income, Derivatives, Customer Relations, Business Analysis, SQL Server, Microsoft Office, Asset Management, Compliance, Operating Systems, Windows, Problem Solving, Trading Systems, Analysis, Order Management, .NET, Microsoft Excel, FX Options, Software Documentation, Databases, Data Analysis
Education
Endicott College 2002 — 2003
MBA
University of Massachusetts, Amherst 1996 — 2000
B.S
Thayer Academy 1990 — 1992
canton high
Eaton Vance November 2014 - Present
Eaton Vance November 2013 - October 2014
EATON VANCE June 2010 - November 2013
Fidessa LatentZero January 2009 - May 2010
Pioneer Investments May 2008 - January 2009
Latentzero September 2006 - April 2008
LOOMIS SAYLES April 2003 - August 2006
Putnam Investments January 2000 - March 2003
Skills
Bloomberg, Excel, SQL, Word, PowerPoint, CRD, Equities, FX, Fixed Income, Derivatives, Customer Relations, Business Analysis, SQL Server, Microsoft Office, Asset Management, Compliance, Operating Systems, Windows, Problem Solving, Trading Systems, Analysis, Order Management, .NET, Microsoft Excel, FX Options, Software Documentation, Databases, Data Analysis
Education
Endicott College 2002 — 2003
MBA
University of Massachusetts, Amherst 1996 — 2000
B.S
Thayer Academy 1990 — 1992
canton high
Elena Ranguelova's Pioneer Investments Experience February 2009 - May 2013
Job Principal at Investcorp
Industry Investment Management
Experience
Investcorp May 2013 - Present
Pioneer Investments February 2009 - May 2013
Goldman Sachs October 2005 - November 2008
Lehman Brothers August 2001 - September 2005
Skills
hedge fund investing, credit strategies, event-driven strategies, credit relative value, credit derivatives, asset allocation, Credit, Asset Allocation, Hedge Funds, Relative Value, Credit Derivatives, Alternative Investments, Trading, Fixed Income, Derivatives, FX Options, Equity Derivatives, Equities, High Yield, Options, Portfolio Management, Capital Markets, Proprietary Trading, Investments
Education
Harvard University 1995 — 2001
PhD, Economics/Finance
Wellesley College 1993 — 1995
B.A., Mathematics, summa cum laude
Investcorp May 2013 - Present
Pioneer Investments February 2009 - May 2013
Goldman Sachs October 2005 - November 2008
Lehman Brothers August 2001 - September 2005
Skills
hedge fund investing, credit strategies, event-driven strategies, credit relative value, credit derivatives, asset allocation, Credit, Asset Allocation, Hedge Funds, Relative Value, Credit Derivatives, Alternative Investments, Trading, Fixed Income, Derivatives, FX Options, Equity Derivatives, Equities, High Yield, Options, Portfolio Management, Capital Markets, Proprietary Trading, Investments
Education
Harvard University 1995 — 2001
PhD, Economics/Finance
Wellesley College 1993 — 1995
B.A., Mathematics, summa cum laude
Brandon Sexton Brandon Sexton's Pioneer Investments Experience September 2005 - May 2007
Job National Account Manager
Industry Financial Services
Experience
John Hancock Investments July 2014 - Present
John Hancock Investments May 2007 - July 2014
Pioneer Investments September 2005 - May 2007
Pioneer Investments August 2004 - September 2005
Lincoln Financial Advisors January 2001 - August 2004
Skills
Account Management, Investments, Mutual Funds, Series 7, Financial Planning, Retirement Planning, Problem Solving
Education
Kent State University
Bachelor of Science, Business Administration, Business
John Hancock Investments July 2014 - Present
John Hancock Investments May 2007 - July 2014
Pioneer Investments September 2005 - May 2007
Pioneer Investments August 2004 - September 2005
Lincoln Financial Advisors January 2001 - August 2004
Skills
Account Management, Investments, Mutual Funds, Series 7, Financial Planning, Retirement Planning, Problem Solving
Education
Kent State University
Bachelor of Science, Business Administration, Business
Suhalee Franco Suhalee Franco's Pioneer Investments Experience November 2011 - August 2013
Job Sales and Marketing Associate at The Bozzuto Group
Industry Marketing and Advertising
Experience
The Bozzuto Group December 2014 - Present
Sterlings 2013 - 2014
Pioneer Investments November 2011 - August 2013
LJ Professional Dental Office May 2012 - August 2012
Belltower Books LLC January 2009 - May 2011
Swank Productions, Co. May 2010 - August 2010
Traci Romano Events September 2009 - May 2010
Skills
Written and oral..., Microsoft Office, Photoshop, SPSS, QuickBooks, Social Media, IDo Wedding/Event..., Adobe Acrobat, Constant Contact, Social Media Marketing, Social Media Measurement, iContact, Analytics, Google Analytics, Salesforce.com
Education
Fairfield University 2008 — 2012
B.S, Management/Marketing : Concentration in Intergrated Marketing Communications and Human Resources
QC School of Event Planning 2009 — 2011
Certification, Event/Wedding Planning
Academy of the Holy Angels 2004 — 2008
High School Diploma, Business
The Bozzuto Group December 2014 - Present
Sterlings 2013 - 2014
Pioneer Investments November 2011 - August 2013
LJ Professional Dental Office May 2012 - August 2012
Belltower Books LLC January 2009 - May 2011
Swank Productions, Co. May 2010 - August 2010
Traci Romano Events September 2009 - May 2010
Skills
Written and oral..., Microsoft Office, Photoshop, SPSS, QuickBooks, Social Media, IDo Wedding/Event..., Adobe Acrobat, Constant Contact, Social Media Marketing, Social Media Measurement, iContact, Analytics, Google Analytics, Salesforce.com
Education
Fairfield University 2008 — 2012
B.S, Management/Marketing : Concentration in Intergrated Marketing Communications and Human Resources
QC School of Event Planning 2009 — 2011
Certification, Event/Wedding Planning
Academy of the Holy Angels 2004 — 2008
High School Diploma, Business
Vanessa LaMalfa Vanessa LaMalfa's Pioneer Investments Experience 2002 - 2002
Job Stay at Home Mom
Industry Oil & Energy
Experience
LaMalfa Household May 2012 - Present
HCPro, Inc. April 2011 - May 2012
HCPro, Inc. June 2006 - April 2011
HCPro, Inc. January 2005 - June 2006
HCPro, Inc. August 2004 - January 2005
Trinity Communications September 2003 - April 2004
Pioneer Investments 2002 - 2002
Skills
Marketing Strategy, Budgeting, Marketing Management, Email Marketing, Direct Marketing, Event Planning, Product Development, Direct Mail, Product Management, Strategic Planning, Promotions, Brand Development, Business Development, Publishing, Integrated Marketing
Education
Isenberg School of Management, UMass Amherst 1999 — 2003
B.B.A., Marketing
Londonderry High School 1995 — 1999
LaMalfa Household May 2012 - Present
HCPro, Inc. April 2011 - May 2012
HCPro, Inc. June 2006 - April 2011
HCPro, Inc. January 2005 - June 2006
HCPro, Inc. August 2004 - January 2005
Trinity Communications September 2003 - April 2004
Pioneer Investments 2002 - 2002
Skills
Marketing Strategy, Budgeting, Marketing Management, Email Marketing, Direct Marketing, Event Planning, Product Development, Direct Mail, Product Management, Strategic Planning, Promotions, Brand Development, Business Development, Publishing, Integrated Marketing
Education
Isenberg School of Management, UMass Amherst 1999 — 2003
B.B.A., Marketing
Londonderry High School 1995 — 1999
Virginia Correia Virginia Correia's Pioneer Investments Experience March 2007 - October 2010
Job Accounting Temp at Sensato Capital Management
Industry Financial Services
Experience
San Diego State University August 2013 - January 2015
Sensato Capital Management May 2012 - September 2012
Macy's December 2010 - June 2011
Pioneer Investments March 2007 - October 2010
Lindt & Sprungli November 2007 - July 2008
Pioneer Investments September 2003 - March 2007
Metrowest Economic Research Center Spring 2003 January 2003 - May 2003
Skills
Bloomberg, Mutual Funds, Fixed Income, Equities, Pricing, Accounting, Microsoft Excel, Statistics, Financial Statements, Microsoft Office, Spanish, Marketing, Product Management, Investment Management, Critical Thinking, Quality Control, Portuguese, Asset Managment, Portfolio Management, Investments
Education
San Diego State University-California State University 2013 — 2015
Master of Arts (M.A.), Spanish Language and Literature
Framingham State University 1999 — 2003
BA, Economics
San Diego State University August 2013 - January 2015
Sensato Capital Management May 2012 - September 2012
Macy's December 2010 - June 2011
Pioneer Investments March 2007 - October 2010
Lindt & Sprungli November 2007 - July 2008
Pioneer Investments September 2003 - March 2007
Metrowest Economic Research Center Spring 2003 January 2003 - May 2003
Skills
Bloomberg, Mutual Funds, Fixed Income, Equities, Pricing, Accounting, Microsoft Excel, Statistics, Financial Statements, Microsoft Office, Spanish, Marketing, Product Management, Investment Management, Critical Thinking, Quality Control, Portuguese, Asset Managment, Portfolio Management, Investments
Education
San Diego State University-California State University 2013 — 2015
Master of Arts (M.A.), Spanish Language and Literature
Framingham State University 1999 — 2003
BA, Economics
Joe Saracco, MBA's Pioneer Investments Experience October 2012 - May 2014
Job Protegent PTA Client Services/Relationship Manager
Industry Computer Software
Experience
SunGard Financial Systems May 2014 - Present
Pioneer Investments October 2012 - May 2014
Fidelity Investments April 2011 - October 2012
Fidelity Investments November 2009 - April 2011
Skills
Finance, Fixed Income, Entrepreneurship, Uniform Combined State..., Highly Ambitious, Customer Service, Sales, Selling, Mutual Funds, Series 6, Separately Managed..., Real Estate, Series 7, Series 63, Competitive, Software, Technical Support, Compliance Software, Management, Investments
Education
Boston University Questrom School of Business 2010 — 2013
Master of Business Administration (M.B.A.), Finance Concentration
University of Massachusetts at Amherst - Isenberg School of Management 2005 — 2009
Bachelor of Business Administration (BBA), Corporate Finance and Investments
SunGard Financial Systems May 2014 - Present
Pioneer Investments October 2012 - May 2014
Fidelity Investments April 2011 - October 2012
Fidelity Investments November 2009 - April 2011
Skills
Finance, Fixed Income, Entrepreneurship, Uniform Combined State..., Highly Ambitious, Customer Service, Sales, Selling, Mutual Funds, Series 6, Separately Managed..., Real Estate, Series 7, Series 63, Competitive, Software, Technical Support, Compliance Software, Management, Investments
Education
Boston University Questrom School of Business 2010 — 2013
Master of Business Administration (M.B.A.), Finance Concentration
University of Massachusetts at Amherst - Isenberg School of Management 2005 — 2009
Bachelor of Business Administration (BBA), Corporate Finance and Investments
Brett Tomlinson's Pioneer Investments Experience May 2000 - September 2002
Job
Industry Investment Management
Experience
InvestSoft Technology April 2013 - Present
Basis Point Group June 2000 - Present
McGraw Hill Financial September 2002 - February 2012
Pioneer Investments May 2000 - September 2002
Charles River Development February 1997 - May 2000
OneSource Information Services September 1993 - January 1997
Lotus Development January 1986 - September 1993
ISYS Corporation (acquired by Lotus Development) August 1984 - February 1986
ADT (now a division of Tyco International) January 1983 - August 1984
Skills
Asset Management, Financial Markets, Business Analysis, Product Management, Software Development, C# .NET, Fixed Income, Derivatives, Fixed Income analytics, IBOR (Investment Book..., Corporate Actions, Variation Margins, Project Management, Charles River IMS, Trade Order Management, Trading Systems, Fund Compliance, Compliance Systems, Data Warehousing, SEC Financial Reporting, Portfolio Metrics (WAM,..., System Architecture, Microsoft SQL Server, Oracle Database, C / C++, Financial security..., Financial Modeling..., Equities, Hedge Funds, Asset Managment, Capital Markets, Agile Methodologies, Portfolio Management, Curve Fitting, Cubic Spline, Nelson-Siegel
Education
Harvard University 1978 — 1982
BA
InvestSoft Technology April 2013 - Present
Basis Point Group June 2000 - Present
McGraw Hill Financial September 2002 - February 2012
Pioneer Investments May 2000 - September 2002
Charles River Development February 1997 - May 2000
OneSource Information Services September 1993 - January 1997
Lotus Development January 1986 - September 1993
ISYS Corporation (acquired by Lotus Development) August 1984 - February 1986
ADT (now a division of Tyco International) January 1983 - August 1984
Skills
Asset Management, Financial Markets, Business Analysis, Product Management, Software Development, C# .NET, Fixed Income, Derivatives, Fixed Income analytics, IBOR (Investment Book..., Corporate Actions, Variation Margins, Project Management, Charles River IMS, Trade Order Management, Trading Systems, Fund Compliance, Compliance Systems, Data Warehousing, SEC Financial Reporting, Portfolio Metrics (WAM,..., System Architecture, Microsoft SQL Server, Oracle Database, C / C++, Financial security..., Financial Modeling..., Equities, Hedge Funds, Asset Managment, Capital Markets, Agile Methodologies, Portfolio Management, Curve Fitting, Cubic Spline, Nelson-Siegel
Education
Harvard University 1978 — 1982
BA
Stan Wasilauski's Pioneer Investments Experience January 2008 - August 2010
Job
Industry Investment Management
Experience
State Street Global Advisors August 2010 - Present
Pioneer Investments January 2008 - August 2010
State Street Corporation February 1992 - 2008
Computer Sciences Corporation 1985 - 1992
Skills
Financial Services, Asset Managment, Asset Management, Equities, Hedge Funds, Fixed Income, Portfolio Management, Derivatives, Business Strategy, Trading Systems, Process Improvement, Investments, Mutual Funds, Capital Markets, Business Analysis, IT Strategy, Vendor Management, Risk Management, Bloomberg, SDLC, Securities
Education
Isenberg School of Management, UMass Amherst 1983 — 1985
MBA
Massachusetts College of Liberal Arts 1979 — 1983
B.S.
State Street Global Advisors August 2010 - Present
Pioneer Investments January 2008 - August 2010
State Street Corporation February 1992 - 2008
Computer Sciences Corporation 1985 - 1992
Skills
Financial Services, Asset Managment, Asset Management, Equities, Hedge Funds, Fixed Income, Portfolio Management, Derivatives, Business Strategy, Trading Systems, Process Improvement, Investments, Mutual Funds, Capital Markets, Business Analysis, IT Strategy, Vendor Management, Risk Management, Bloomberg, SDLC, Securities
Education
Isenberg School of Management, UMass Amherst 1983 — 1985
MBA
Massachusetts College of Liberal Arts 1979 — 1983
B.S.
Lamya Agelidis's Pioneer Investments Experience 2007 - 2007
Job Information Technology and Services Consultant and Professional
Industry Information Technology and Services
Experience
Pioneer Investments 2007 - 2007
Education
Imperial College London 1977 — 1980
Pioneer Investments 2007 - 2007
Education
Imperial College London 1977 — 1980
Bill Poulin's Pioneer Investments Experience January 2001 - November 2001
Job Investment Product & Marketing Executive
Industry Investment Management
Experience
ProShare Advisors, LLC May 2013 - June 2014
Columbia Management March 2006 - August 2012
Fidelity Investments June 2004 - March 2006
LifeHarbor June 2001 - June 2004
Pioneer Investments January 2001 - November 2001
Putnam Lovell NBF 1998 - 2000
John Hancock Financial Services 1990 - 1998
Skills
Asset Management, Mutual Funds, Mutual Fund Marketing, Institutional Investors, Product Management, Product Development, Product Launch, Product Rationalization, Fund Mergers, Separately Managed..., Variable Annuities, ETFs, UCITS, Hedge Funds, Pricing Strategy, Investment Strategies, Alternative Investments, Equity, Fixed Income, Asset Allocation, Process Improvement, Collateral Production, Sales Presentations, Presenter, Series 24, Series 7, Series 63, Board Relations, Board of Director..., Cross-functional Team..., Coaching, Thought Leadership, Value-add Marketing, Brand Developement, Advertising Management, Marketing, Brand Development, Equities, Asset Managment, Wealth Management, Strategy, Investment Management, Securities, Investment Banking, Fund Of Funds, Investments, Financial Services, Institutional, Investment Advisory
Education
Fordham Gabelli School of Business 1988 — 1990
MBA, International Finance
Keene State College 1978 — 1982
BS, Management
ProShare Advisors, LLC May 2013 - June 2014
Columbia Management March 2006 - August 2012
Fidelity Investments June 2004 - March 2006
LifeHarbor June 2001 - June 2004
Pioneer Investments January 2001 - November 2001
Putnam Lovell NBF 1998 - 2000
John Hancock Financial Services 1990 - 1998
Skills
Asset Management, Mutual Funds, Mutual Fund Marketing, Institutional Investors, Product Management, Product Development, Product Launch, Product Rationalization, Fund Mergers, Separately Managed..., Variable Annuities, ETFs, UCITS, Hedge Funds, Pricing Strategy, Investment Strategies, Alternative Investments, Equity, Fixed Income, Asset Allocation, Process Improvement, Collateral Production, Sales Presentations, Presenter, Series 24, Series 7, Series 63, Board Relations, Board of Director..., Cross-functional Team..., Coaching, Thought Leadership, Value-add Marketing, Brand Developement, Advertising Management, Marketing, Brand Development, Equities, Asset Managment, Wealth Management, Strategy, Investment Management, Securities, Investment Banking, Fund Of Funds, Investments, Financial Services, Institutional, Investment Advisory
Education
Fordham Gabelli School of Business 1988 — 1990
MBA, International Finance
Keene State College 1978 — 1982
BS, Management
Arun Battula's Pioneer Investments Experience June 2000 - May 2001
Job Sr. Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2012 - Present
Harden Healthcare, LLC August 2010 - October 2012
Ferrellgas June 2001 - July 2010
Pioneer Investments June 2000 - May 2001
Stock Holding Corporation of India Limited 1993 - 2000
Skills
SQR, PeopleSoft, PeopleTools, PL/SQL, Requirements Analysis
Education
Indian Institute of Technology, Kharagpur
Kendriya Vidyalaya
Charles Schwab November 2012 - Present
Harden Healthcare, LLC August 2010 - October 2012
Ferrellgas June 2001 - July 2010
Pioneer Investments June 2000 - May 2001
Stock Holding Corporation of India Limited 1993 - 2000
Skills
SQR, PeopleSoft, PeopleTools, PL/SQL, Requirements Analysis
Education
Indian Institute of Technology, Kharagpur
Kendriya Vidyalaya
Peter Reilly's Pioneer Investments Experience 2004 - December 2013
Job Regional Vice President
Industry Financial Services
Experience
Gabelli Asset Management Co. December 2013 - Present
Pioneer Investments 2004 - December 2013
EnCapital Inc. 2001 - 2004
Manulife Wood Logan 1999 - 2001
AXA Equitable 1996 - 1999
Skills
Wealth Management, Sales, Mutual Funds, Series 7, Series 63, Asset Management, Asset Allocation, Alternative Investments, Investments, Investment Banking, Equities, Retirement Planning, Financial Services, Securities, Separately Managed..., Investment Advisory, FINRA
Education
Franklin & Marshall College 1991 — 1995
BS
Gabelli Asset Management Co. December 2013 - Present
Pioneer Investments 2004 - December 2013
EnCapital Inc. 2001 - 2004
Manulife Wood Logan 1999 - 2001
AXA Equitable 1996 - 1999
Skills
Wealth Management, Sales, Mutual Funds, Series 7, Series 63, Asset Management, Asset Allocation, Alternative Investments, Investments, Investment Banking, Equities, Retirement Planning, Financial Services, Securities, Separately Managed..., Investment Advisory, FINRA
Education
Franklin & Marshall College 1991 — 1995
BS
Mark Marcellino's Pioneer Investments Experience March 1990 - April 2004
Job Director, Advisor Sales
Industry Financial Services
Experience
Placemark Investments October 2004 - Present
Pioneer Investments March 1990 - April 2004
Education
Keene State College 1984 — 1988
Placemark Investments October 2004 - Present
Pioneer Investments March 1990 - April 2004
Education
Keene State College 1984 — 1988
JR Hatch's Pioneer Investments Experience September 2005 - June 2006
Job Service Account Manager Team Lead at NASDAQ OMX
Industry Financial Services
Experience
NASDAQ OMX June 2013 - Present
Thomson Reuters April 2008 - June 2013
Thomson Financial February 2007 - April 2008
State Street June 2006 - February 2007
Pioneer Investments September 2005 - June 2006
Lake Placid Craft Brewing Company August 2003 - September 2005
National Sports Academy September 2001 - June 2003
Skills
Public Relations, Account Management, Customer Service, Customer Retention, Training, Investor Relations, Marketing
Education
Hamilton College 1996 — 2000
Bachelor of Arts (B.A.), Philosophy
Westminster School 1994 — 1996
NASDAQ OMX June 2013 - Present
Thomson Reuters April 2008 - June 2013
Thomson Financial February 2007 - April 2008
State Street June 2006 - February 2007
Pioneer Investments September 2005 - June 2006
Lake Placid Craft Brewing Company August 2003 - September 2005
National Sports Academy September 2001 - June 2003
Skills
Public Relations, Account Management, Customer Service, Customer Retention, Training, Investor Relations, Marketing
Education
Hamilton College 1996 — 2000
Bachelor of Arts (B.A.), Philosophy
Westminster School 1994 — 1996
Michael Terach's Pioneer Investments Experience 1999 - 2002
Job DB Analyst at Mercer
Industry Financial Services
Experience
Mercer October 2013 - Present
Hasbro November 2012 - October 2013
IXIS Asset Management December 2005 - February 2007
Natixis Gobal Asset Management 2005 - 2007
AXA Financial April 2004 - December 2005
CitiStreet April 2001 - April 2004
Pioneer Investments 1999 - 2002
Pioneer Investments June 2000 - April 2001
Skills
Investments, Retirement Planning, Asset Management, Retirement, 401k, Estate Planning, Financial Advisory, IRAs, Strategic Planning, New Business Development, Microsoft Excel, Pensions, Asset Allocation, Mutual Funds, Trading
Education
Hobart and William Smith Colleges 1995 — 2000
BS, History
Saddle River Day School 1988 — 1995
Liberal Arts and Sciences/Liberal Studies
Mercer October 2013 - Present
Hasbro November 2012 - October 2013
IXIS Asset Management December 2005 - February 2007
Natixis Gobal Asset Management 2005 - 2007
AXA Financial April 2004 - December 2005
CitiStreet April 2001 - April 2004
Pioneer Investments 1999 - 2002
Pioneer Investments June 2000 - April 2001
Skills
Investments, Retirement Planning, Asset Management, Retirement, 401k, Estate Planning, Financial Advisory, IRAs, Strategic Planning, New Business Development, Microsoft Excel, Pensions, Asset Allocation, Mutual Funds, Trading
Education
Hobart and William Smith Colleges 1995 — 2000
BS, History
Saddle River Day School 1988 — 1995
Liberal Arts and Sciences/Liberal Studies
John McPeake's Pioneer Investments Experience June 1986 - March 1989
Job Founder & CEO
Industry Financial Services
Experience
Devi Asset Management April 2015 - Present
Fred Alger Management December 2007 - January 2015
The Boston Company July 2007 - December 2007
Prudential Financial April 2006 - June 2007
PAW Partners August 2004 - March 2006
Seminole Capital Partners February 2003 - August 2004
Prudential Securities May 1996 - January 2003
Thomson Financial May 1991 - May 1996
Georgeson Shareholder March 1989 - May 1991
Pioneer Investments June 1986 - March 1989
Skills
Portfolio Management, Equities, Hedge Funds, Equity Research, Asset Management, Mutual Funds, Asset Managment, Capital Markets, Investments, Securities, Alternative Investments, Private Equity, Bloomberg, Trading, Equity Valuation, Investor Relations, Series 7, Investment Management, Valuation, Fixed Income, Financial Modeling, Asset Allocation
Education
New York University - Leonard N. Stern School of Business 1992 — 1996
MBA, Finance, Information Technology
Hamilton College 1982 — 1986
AB
St. Andrew's School 1980 — 1982
Scituate High School 1978 — 1980
Devi Asset Management April 2015 - Present
Fred Alger Management December 2007 - January 2015
The Boston Company July 2007 - December 2007
Prudential Financial April 2006 - June 2007
PAW Partners August 2004 - March 2006
Seminole Capital Partners February 2003 - August 2004
Prudential Securities May 1996 - January 2003
Thomson Financial May 1991 - May 1996
Georgeson Shareholder March 1989 - May 1991
Pioneer Investments June 1986 - March 1989
Skills
Portfolio Management, Equities, Hedge Funds, Equity Research, Asset Management, Mutual Funds, Asset Managment, Capital Markets, Investments, Securities, Alternative Investments, Private Equity, Bloomberg, Trading, Equity Valuation, Investor Relations, Series 7, Investment Management, Valuation, Fixed Income, Financial Modeling, Asset Allocation
Education
New York University - Leonard N. Stern School of Business 1992 — 1996
MBA, Finance, Information Technology
Hamilton College 1982 — 1986
AB
St. Andrew's School 1980 — 1982
Scituate High School 1978 — 1980
Nick Costello's Pioneer Investments Experience July 2005 - January 2008
Job DBA at Eze Software Group
Industry Financial Services
Experience
Eze Software Group January 2008 - Present
Pioneer Investments July 2005 - January 2008
Skills
SQL, Microsoft SQL Server, Databases, Disaster Recovery, Business Analysis, Database Administration, Data Warehousing
Education
Northeastern University 2013 — 2015
Master of Business Administration (M.B.A.), High Tech
Johnson & Wales University 2001 — 2005
Eze Software Group January 2008 - Present
Pioneer Investments July 2005 - January 2008
Skills
SQL, Microsoft SQL Server, Databases, Disaster Recovery, Business Analysis, Database Administration, Data Warehousing
Education
Northeastern University 2013 — 2015
Master of Business Administration (M.B.A.), High Tech
Johnson & Wales University 2001 — 2005
Emma Zack Tanzer's Pioneer Investments Experience September 2006 - June 2008
Job Practice Development Specialist at Ropes & Gray LLP
Industry Financial Services
Experience
Ropes & Gray LLP April 2013 - Present
Frontier Capital Management June 2008 - April 2013
Pioneer Investments September 2006 - June 2008
Skills
Client Service, PowerPoint, Outlook, Word, Excel, Microsoft Excel, Marketing, Sales, Social Media Marketing, Facebook, Marketing Communications, Market Research, Event Planning, Event Management, Email Marketing, CRM, Customer Service
Education
Ithaca College 2002 — 2006
Bachelor of Arts (B.A.), Sociology, Sport Studies, French
Ithaca College
Ropes & Gray LLP April 2013 - Present
Frontier Capital Management June 2008 - April 2013
Pioneer Investments September 2006 - June 2008
Skills
Client Service, PowerPoint, Outlook, Word, Excel, Microsoft Excel, Marketing, Sales, Social Media Marketing, Facebook, Marketing Communications, Market Research, Event Planning, Event Management, Email Marketing, CRM, Customer Service
Education
Ithaca College 2002 — 2006
Bachelor of Arts (B.A.), Sociology, Sport Studies, French
Ithaca College
Scott Kushner's Pioneer Investments Experience May 2003 - February 2007
Job Director, Power & Infrastructure at John Hancock Life Insurance Company (U.S.A.)
Industry Utilities
Experience
John Hancock Life Insurance Company (U.S.A.) November 2010 - Present
Enel North America January 2009 - November 2010
Oppenheimer & Co. February 2007 - September 2008
Pioneer Investments May 2003 - February 2007
Education
Isenberg School of Management, UMass Amherst 1999 — 2003
BBA, Finance
John Hancock Life Insurance Company (U.S.A.) November 2010 - Present
Enel North America January 2009 - November 2010
Oppenheimer & Co. February 2007 - September 2008
Pioneer Investments May 2003 - February 2007
Education
Isenberg School of Management, UMass Amherst 1999 — 2003
BBA, Finance
Anthony Piccola's Pioneer Investments Experience July 2013 - Present
Job Vice President at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments July 2013 - Present
Alliance Bernstein January 2007 - July 2013
Blackrock January 2004 - October 2006
Merrill Lynch Investment Managers May 2000 - September 2000
Skills
Mutual Funds, Separately Managed..., Asset Allocation, Portfolio Management, Series 7, Series 63, Alternative Investments, Asset Managment, Equities, Fixed Income, Wealth Management, Investment Strategies, Investments, Uniform Combined State..., Hedge Funds, Investment Advisory, Series 65, Bloomberg, Series 24, 401k, Investment Management, Asset Management, ETFs
Education
Lehigh University 1998 — 2002
BS, Finance
Lehigh University - College of Business and Economics 1998 — 2002
Finance and Economics
Pioneer Investments July 2013 - Present
Alliance Bernstein January 2007 - July 2013
Blackrock January 2004 - October 2006
Merrill Lynch Investment Managers May 2000 - September 2000
Skills
Mutual Funds, Separately Managed..., Asset Allocation, Portfolio Management, Series 7, Series 63, Alternative Investments, Asset Managment, Equities, Fixed Income, Wealth Management, Investment Strategies, Investments, Uniform Combined State..., Hedge Funds, Investment Advisory, Series 65, Bloomberg, Series 24, 401k, Investment Management, Asset Management, ETFs
Education
Lehigh University 1998 — 2002
BS, Finance
Lehigh University - College of Business and Economics 1998 — 2002
Finance and Economics
Kristine Ring-Janicki's Pioneer Investments Experience 1998 - 2005
Job Production Supervisor at Mullen
Industry Marketing and Advertising
Experience
Mullen 2006 - Present
Pioneer Investments 1998 - 2005
Skills
Advertising, Integrated Marketing, Creative Direction, Marketing Strategy, Interactive Advertising, Social Media Marketing, Creative Strategy, Marketing, Digital Strategy, Print Production Process, Interactive Marketing, Print Management
Education
Isenberg School of Management, UMass Amherst 2008 — 2010
MBA, Business
University of Massachusetts, Amherst 1993 — 1997
BA, English
Mullen 2006 - Present
Pioneer Investments 1998 - 2005
Skills
Advertising, Integrated Marketing, Creative Direction, Marketing Strategy, Interactive Advertising, Social Media Marketing, Creative Strategy, Marketing, Digital Strategy, Print Production Process, Interactive Marketing, Print Management
Education
Isenberg School of Management, UMass Amherst 2008 — 2010
MBA, Business
University of Massachusetts, Amherst 1993 — 1997
BA, English
Amy DiMarzio's Pioneer Investments Experience November 2012 - April 2014
Job Vice President/Senior Fixed Income Analyst at Bank of America
Industry Financial Services
Experience
Bank of America May 2014 - Present
Pioneer Investments November 2012 - April 2014
Putnam Investments August 2003 - October 2012
Putnam Investments June 1998 - July 2001
Skills
Strategy, Management Consulting, Valuation, Corporate Development, Financial Modeling, Competitive Analysis, Financial Analysis, Mergers & Acquisitions, Analytics, Due Diligence, Asset Management, Fixed Income, Mutual Funds, Bloomberg
Education
Harvard University
BA
Northwestern University - Kellogg School of Management
MBA
Bank of America May 2014 - Present
Pioneer Investments November 2012 - April 2014
Putnam Investments August 2003 - October 2012
Putnam Investments June 1998 - July 2001
Skills
Strategy, Management Consulting, Valuation, Corporate Development, Financial Modeling, Competitive Analysis, Financial Analysis, Mergers & Acquisitions, Analytics, Due Diligence, Asset Management, Fixed Income, Mutual Funds, Bloomberg
Education
Harvard University
BA
Northwestern University - Kellogg School of Management
MBA
Jim Demeritt's Pioneer Investments Experience 2004 - 2007
Job Vice President Sales at Winterset Investments
Industry Financial Services
Experience
Winterset Investments September 2015 - Present
Envestnet / Placemark Investments March 2013 - August 2015
Placemark Investments September 2008 - February 2013
Placemark Investments June 2007 - March 2008
Pioneer Investments 2004 - 2007
Fleet Bank 2003 - 2004
UBS 2002 - 2003
Harvard 1993 - 1995
Skills
Wealth Management, Asset Allocation, Mutual Funds, Asset Managment, Securities, Investments, Business Development, Management, Asset Management, Finance, Financial Advisory, Equities, Financial Services, Investment Advisory, Portfolio Management, Separately Managed..., Series 63, Alternative Investments
Education
Isenberg School of Management, UMass Amherst 1985 — 1989
Operations
Winterset Investments September 2015 - Present
Envestnet / Placemark Investments March 2013 - August 2015
Placemark Investments September 2008 - February 2013
Placemark Investments June 2007 - March 2008
Pioneer Investments 2004 - 2007
Fleet Bank 2003 - 2004
UBS 2002 - 2003
Harvard 1993 - 1995
Skills
Wealth Management, Asset Allocation, Mutual Funds, Asset Managment, Securities, Investments, Business Development, Management, Asset Management, Finance, Financial Advisory, Equities, Financial Services, Investment Advisory, Portfolio Management, Separately Managed..., Series 63, Alternative Investments
Education
Isenberg School of Management, UMass Amherst 1985 — 1989
Operations
Marvin Sutson's Pioneer Investments Experience Project LeaderPioneer Investment Management Shareholder Services, Inc1990 - Present
Job Project Leader at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments Project LeaderPioneer Investment Management Shareholder Services, Inc1990 - Present
Skills
Mutual Funds, Asset Management, Portfolio Management, Fixed Income, Equities, Leadership, Financial Services, Banking, Analysis, SDLC
Education
Framingham State University
Pioneer Investments Project LeaderPioneer Investment Management Shareholder Services, Inc1990 - Present
Skills
Mutual Funds, Asset Management, Portfolio Management, Fixed Income, Equities, Leadership, Financial Services, Banking, Analysis, SDLC
Education
Framingham State University
Felix Canela's Pioneer Investments Experience January 2007 - Present
Job International Sales Relationship Management at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments January 2007 - Present
Pioneer Investments January 2006 - Present
Pinnacle Capital Management June 2006 - January 2007
Skills
Customer Relations, Excel, Spanish, Microsoft Office, Access, Research, Statistics, Spreadsheets, Supervisory Skills, Windows, Word, Customer Service, Outlook, Asset Management, Negotiation, Valuation, Equities, Problem Solving, Inventory Management, Hold Series 7, Microsoft Excel, Microsoft Word, CRM, Finance, Mutual Funds, Financial Analysis, Management, Sales, Investments, Portfolio Management
Education
Harvard Extension School 2015 — 2018
Master's degree, Finance, General
University of Massachusetts Boston 2005 — 2007
Bachelor of Science (BS), Accounting and Finance
Pioneer Investments January 2007 - Present
Pioneer Investments January 2006 - Present
Pinnacle Capital Management June 2006 - January 2007
Skills
Customer Relations, Excel, Spanish, Microsoft Office, Access, Research, Statistics, Spreadsheets, Supervisory Skills, Windows, Word, Customer Service, Outlook, Asset Management, Negotiation, Valuation, Equities, Problem Solving, Inventory Management, Hold Series 7, Microsoft Excel, Microsoft Word, CRM, Finance, Mutual Funds, Financial Analysis, Management, Sales, Investments, Portfolio Management
Education
Harvard Extension School 2015 — 2018
Master's degree, Finance, General
University of Massachusetts Boston 2005 — 2007
Bachelor of Science (BS), Accounting and Finance
Daniel Eckhardt's Pioneer Investments Experience April 2001 - October 2007
Job Riskmanager at Raiffeisen Zentralbank
Industry Banking
Experience
Raiffeisen Zentralbank Österreich AG January 2008 - Present
Pioneer Investments April 2001 - October 2007
Education
Fachhochschule des bfi Wien 2001 — 2005
Raiffeisen Zentralbank Österreich AG January 2008 - Present
Pioneer Investments April 2001 - October 2007
Education
Fachhochschule des bfi Wien 2001 — 2005
Suzanne Lopes's Pioneer Investments Experience October 2007 - April 2008
Job Packaging Project Management
Industry Consumer Goods
Experience
Corbus July 2009 - Present
Matthews International February 2009 - April 2010
Pioneer Investments October 2007 - April 2008
Polaroid October 2002 - May 2005
Harvard University October 1999 - May 2001
Tek-Mar/TKM Productions 1984 - 1999
Skills
Project Management, InDesign, Graphic Design, Account Management, Interior Design, Marketing Strategy, Marketing Communications, Brand Management, Packaging, Advertising, Marketing, Graphics
Education
Harvard University
A.L.B, Liberal Arts
Endicott College
A.S., Interior Design
Corbus July 2009 - Present
Matthews International February 2009 - April 2010
Pioneer Investments October 2007 - April 2008
Polaroid October 2002 - May 2005
Harvard University October 1999 - May 2001
Tek-Mar/TKM Productions 1984 - 1999
Skills
Project Management, InDesign, Graphic Design, Account Management, Interior Design, Marketing Strategy, Marketing Communications, Brand Management, Packaging, Advertising, Marketing, Graphics
Education
Harvard University
A.L.B, Liberal Arts
Endicott College
A.S., Interior Design
Troy Botts, RIA's Pioneer Investments Experience 2002 - 2003
Job Helping individuals make informed decisions regarding complex financial matters
Industry Financial Services
Experience
State Street Bank April 2008 - October 2014
BISYS Fund Services December 2004 - April 2006
Pioneer Investments 2002 - 2003
Education
Boston University 2014 — 2015
Certificate Program, Financial Planning and Services
Northeastern University 1999 — 2003
Bachelors, Economics / Environmental Science
La Salle University 1998 — 1999
Bachelor of Arts (B.A.), Criminal Justice and Corrections
State Street Bank April 2008 - October 2014
BISYS Fund Services December 2004 - April 2006
Pioneer Investments 2002 - 2003
Education
Boston University 2014 — 2015
Certificate Program, Financial Planning and Services
Northeastern University 1999 — 2003
Bachelors, Economics / Environmental Science
La Salle University 1998 — 1999
Bachelor of Arts (B.A.), Criminal Justice and Corrections
Yves Valentine's Pioneer Investments Experience July 2013 - October 2014
Job Senior Compliance Analyst at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments July 2013 - October 2014
State Street Bank and Trust July 2005 - December 2011
State Street July 2005 - December 2011
Skills
Derivatives, Credit, Forecasting, Series 63, Portfolio Management, Analysis, Bloomberg, Investments, Mutual Funds, Securities, Equities, Fixed Income, Financial Services, Asset Management, Financial Analysis, Trading, Customer Service, Risk Management, Funding, Microsoft Excel
Education
Fisher College 2002 — 2005
Bachelor's in Science, Business Management
New England School of Finance
Pending Master's of Science, Business Ethics and Compliance, concentration in Forensic Accounting
Pioneer Investments July 2013 - October 2014
State Street Bank and Trust July 2005 - December 2011
State Street July 2005 - December 2011
Skills
Derivatives, Credit, Forecasting, Series 63, Portfolio Management, Analysis, Bloomberg, Investments, Mutual Funds, Securities, Equities, Fixed Income, Financial Services, Asset Management, Financial Analysis, Trading, Customer Service, Risk Management, Funding, Microsoft Excel
Education
Fisher College 2002 — 2005
Bachelor's in Science, Business Management
New England School of Finance
Pending Master's of Science, Business Ethics and Compliance, concentration in Forensic Accounting
Meredith Birdsall, CFA's Pioneer Investments Experience April 2007 - Present
Job Senior Fixed Income Client Portfolio Manager at Pioneer Investments
Industry Investment Management
Experience
Pioneer Investments April 2007 - Present
State Street Global Advisors December 2001 - April 2007
Hirtle Callaghan 1998 - 2000
Drexel Burnham Lambert 1982 - 1987
Skills
Fixed Income, Investments, Credit, Hedge Funds, High Yield, Loans
Education
Harvard Business School 1980 — 1982
MBA
Harvard University 1974 — 1978
BA
Pioneer Investments April 2007 - Present
State Street Global Advisors December 2001 - April 2007
Hirtle Callaghan 1998 - 2000
Drexel Burnham Lambert 1982 - 1987
Skills
Fixed Income, Investments, Credit, Hedge Funds, High Yield, Loans
Education
Harvard Business School 1980 — 1982
MBA
Harvard University 1974 — 1978
BA
Dean Bubello's Pioneer Investments Experience January 2006 - July 2012
Job Principal, Creative Director at RedWhiteBlue Studio
Industry Graphic Design
Experience
RedWhiteBlue Studio January 2013 - Present
Pioneer Investments January 2006 - July 2012
Fidelity Investments January 2000 - January 2006
Sir Speedy Printing April 1994 - January 2000
Skills
Creative Direction, Marketing, Direct Mail, Collateral, Management, Brochures, Information Architecture, User Experience, Advertising, Brand Management, Graphic Design, User Interface, Marketing Communications, Adobe Acrobat, Layout, Digital Marketing, Final Cut Pro, Adobe Creative Suite, XMPie, Flash Animation, QuarkXPress, Microsoft Excel, Microsoft Word, PowerPoint, Digital Illustration, Illustration, Art Direction, Corporate Identity, Online Marketing, InDesign, Brand Development, Illustrator, Logo Design, Flash, Photography, Social Media Marketing, Website Development, Web Design, User Interface Design
Education
Framingham State University
Bachelor of Arts (B.A.), Graphic Design
RedWhiteBlue Studio January 2013 - Present
Pioneer Investments January 2006 - July 2012
Fidelity Investments January 2000 - January 2006
Sir Speedy Printing April 1994 - January 2000
Skills
Creative Direction, Marketing, Direct Mail, Collateral, Management, Brochures, Information Architecture, User Experience, Advertising, Brand Management, Graphic Design, User Interface, Marketing Communications, Adobe Acrobat, Layout, Digital Marketing, Final Cut Pro, Adobe Creative Suite, XMPie, Flash Animation, QuarkXPress, Microsoft Excel, Microsoft Word, PowerPoint, Digital Illustration, Illustration, Art Direction, Corporate Identity, Online Marketing, InDesign, Brand Development, Illustrator, Logo Design, Flash, Photography, Social Media Marketing, Website Development, Web Design, User Interface Design
Education
Framingham State University
Bachelor of Arts (B.A.), Graphic Design
Sushant Vishnoi's Pioneer Investments Experience June 2000 - July 2001
Job Software Professional
Industry Information Technology and Services
Experience
ABSG October 2006 - Present
Adea Solutions 2004 - 2008
Verizon September 2004 - October 2006
Qwest Communications October 2003 - September 2004
Verizon October 2002 - October 2003
QuestaWeb, Inc. June 2002 - October 2002
Diaspark Inc June 2000 - May 2002
Corporate One Federal Credit Union September 2001 - February 2002
Pioneer Investments June 2000 - July 2001
Suvi Information Systems October 1999 - May 2000
Skills
SDLC, Requirements Analysis, Software Project..., Business Intelligence, Data Warehousing, Microsoft SQL Server, ETL, Solution Architecture, Agile Methodologies, Software Development, C#, .NET, ASP.NET, ASP.NET MVC, SSIS, SSRS, Oracle, Business Analysis, WCF Services, Entity Framework, MySQL, Enterprise Software, Data Analysis, Relational Databases, Data Migration, Data Modeling, Design Patterns, E-commerce, SOA, Integration, Enterprise Architecture, DotNetNuke, Java Enterprise Edition, Weblogic, Web Services, Hadoop, NoSQL, HDFS, Apache Pig, Hive, Yarn, Java, HBase, Flume, Cassandra, Scala, Apache Spark, LINQ
Education
Indian Institute of Technology, Bombay
B. Tech, Mechanical
ABSG October 2006 - Present
Adea Solutions 2004 - 2008
Verizon September 2004 - October 2006
Qwest Communications October 2003 - September 2004
Verizon October 2002 - October 2003
QuestaWeb, Inc. June 2002 - October 2002
Diaspark Inc June 2000 - May 2002
Corporate One Federal Credit Union September 2001 - February 2002
Pioneer Investments June 2000 - July 2001
Suvi Information Systems October 1999 - May 2000
Skills
SDLC, Requirements Analysis, Software Project..., Business Intelligence, Data Warehousing, Microsoft SQL Server, ETL, Solution Architecture, Agile Methodologies, Software Development, C#, .NET, ASP.NET, ASP.NET MVC, SSIS, SSRS, Oracle, Business Analysis, WCF Services, Entity Framework, MySQL, Enterprise Software, Data Analysis, Relational Databases, Data Migration, Data Modeling, Design Patterns, E-commerce, SOA, Integration, Enterprise Architecture, DotNetNuke, Java Enterprise Edition, Weblogic, Web Services, Hadoop, NoSQL, HDFS, Apache Pig, Hive, Yarn, Java, HBase, Flume, Cassandra, Scala, Apache Spark, LINQ
Education
Indian Institute of Technology, Bombay
B. Tech, Mechanical
Samira Sharmouj's Pioneer Investments Experience March 2007 - February 2009
Job Assistant Vice President at Citibank
Industry Financial Services
Experience
Citibank December 2013 - Present
Horse Racing League March 2012 - December 2013
Standard Chartered Bank April 2010 - March 2012
Pioneer Investments March 2007 - February 2009
Pioneer Investments February 2004 - March 2005
Compass Group LLC January 2002 - November 2003
Skills
Portfolio Management, Banking, Investments, Alternative Investments, Series 7, Private Banking, Fixed Income, Due Diligence, Marketing, Equities, Mutual Funds, Capital Markets, Financial Markets, Wealth Management, Financial Services, Management
Education
Florida International University - College of Business Administration 2000 — 2001
MBA, Business Adiministration
Citibank December 2013 - Present
Horse Racing League March 2012 - December 2013
Standard Chartered Bank April 2010 - March 2012
Pioneer Investments March 2007 - February 2009
Pioneer Investments February 2004 - March 2005
Compass Group LLC January 2002 - November 2003
Skills
Portfolio Management, Banking, Investments, Alternative Investments, Series 7, Private Banking, Fixed Income, Due Diligence, Marketing, Equities, Mutual Funds, Capital Markets, Financial Markets, Wealth Management, Financial Services, Management
Education
Florida International University - College of Business Administration 2000 — 2001
MBA, Business Adiministration
Holly Lucas's Pioneer Investments Experience
Job Business Analyst at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments
Skills
Financial Services, Business Analysis, Portfolio Management, Business Requirements, Mutual Funds, Investments, Asset Managment, Equities, Fixed Income
Education
Indiana University of Pennsylvania
Bachelor of Science (BS), Communication and Media Studies
Pioneer Investments
Skills
Financial Services, Business Analysis, Portfolio Management, Business Requirements, Mutual Funds, Investments, Asset Managment, Equities, Fixed Income
Education
Indiana University of Pennsylvania
Bachelor of Science (BS), Communication and Media Studies
Patrick Egan's Pioneer Investments Experience January 2010 - May 2012
Job Partner at Data3Sixty
Industry Financial Services
Experience
Data3Sixty April 2013 - Present
InvestTech Systems Consulting May 2012 - Present
Pioneer Investments January 2010 - May 2012
Pioneer Investment Management, Boston, MA, USA January 2007 - January 2010
Crestone International 1998 - 2004
Ramos & Associates 1994 - 1999
Skills
Data Governance, Data Quality, Data Warehouse..., Metadata Management, Integration, Master Data Management, Data Warehousing, Data Modeling, Business Intelligence, Reference Data, Business Analysis, PeopleSoft, Enterprise Architecture, Oracle, Microsoft SQL Server, Market Data, ERP, IT Strategy, Data Management, Data Integration, .NET, Web Services, Requirements Gathering, Business Requirements, Data Archiecture, Financial Market Data, Governance, SSIS, Crystal Reports, SOA, Metadata, Sybase, SSRS, Security, Database Design, User Acceptance Testing, Big Data, Data Migration, Business Process, ETL, JQuery, SQL Server, Eagle Pace, BlackRock Aladdin
Education
Regis University 2009 — 2011
MS, Software Engineering and Data Management
Galway-Mayo Institute of Technology 1987 — 1991
BS, Systems analysis and Design
Data3Sixty April 2013 - Present
InvestTech Systems Consulting May 2012 - Present
Pioneer Investments January 2010 - May 2012
Pioneer Investment Management, Boston, MA, USA January 2007 - January 2010
Crestone International 1998 - 2004
Ramos & Associates 1994 - 1999
Skills
Data Governance, Data Quality, Data Warehouse..., Metadata Management, Integration, Master Data Management, Data Warehousing, Data Modeling, Business Intelligence, Reference Data, Business Analysis, PeopleSoft, Enterprise Architecture, Oracle, Microsoft SQL Server, Market Data, ERP, IT Strategy, Data Management, Data Integration, .NET, Web Services, Requirements Gathering, Business Requirements, Data Archiecture, Financial Market Data, Governance, SSIS, Crystal Reports, SOA, Metadata, Sybase, SSRS, Security, Database Design, User Acceptance Testing, Big Data, Data Migration, Business Process, ETL, JQuery, SQL Server, Eagle Pace, BlackRock Aladdin
Education
Regis University 2009 — 2011
MS, Software Engineering and Data Management
Galway-Mayo Institute of Technology 1987 — 1991
BS, Systems analysis and Design
Jill Holak, CIA, MBA's Pioneer Investments Experience September 2005 - April 2006
Job Senior Audit Officer at Century Bank
Industry Banking
Experience
Century Bank April 2012 - Present
Sovereign Bank Santander April 2011 - April 2012
Shatswell, MacLeod & Co May 2009 - April 2011
Danversbank April 2007 - April 2009
Danversbank April 2006 - April 2007
Pioneer Investments September 2005 - April 2006
Caritas Good Samaritan Hospital September 2004 - May 2005
Skills
Audit, Internal Audit, Banking Operations, Compliance Audits, External Audit, Banking, Report Writing, Audit Planning, Loans, Accounting, Financial Reporting, Auditing, Risk Management
Education
Endicott College 2007 — 2009
Master of Business Administration
Stonehill College 2001 — 2005
Bachelor of Science, Business Administration; Finance
Lorenzo de Medici Art Institute 2003 — 2003
Academic Programs International, Study Abroad
Hamilton-Wenham Regional High School 1997 — 2001
Century Bank April 2012 - Present
Sovereign Bank Santander April 2011 - April 2012
Shatswell, MacLeod & Co May 2009 - April 2011
Danversbank April 2007 - April 2009
Danversbank April 2006 - April 2007
Pioneer Investments September 2005 - April 2006
Caritas Good Samaritan Hospital September 2004 - May 2005
Skills
Audit, Internal Audit, Banking Operations, Compliance Audits, External Audit, Banking, Report Writing, Audit Planning, Loans, Accounting, Financial Reporting, Auditing, Risk Management
Education
Endicott College 2007 — 2009
Master of Business Administration
Stonehill College 2001 — 2005
Bachelor of Science, Business Administration; Finance
Lorenzo de Medici Art Institute 2003 — 2003
Academic Programs International, Study Abroad
Hamilton-Wenham Regional High School 1997 — 2001
Laurie France's Pioneer Investments Experience October 2004 - June 2007
Job Director IIS Control Columbia Management Services Inc
Industry Financial Services
Experience
Columbia Threadneedle Investments, US June 2007 - Present
Pioneer Investments October 2004 - June 2007
Boston Financial Data Services July 2004 - October 2004
Federated Investors July 2000 - July 2004
Scudder Investments November 1997 - November 1999
Skills
Investments, Asset Management, Series 6, Compliance, Transfer Agency, Alternative Investments, Equities, Financial Services, Fixed Income, Mutual Funds, Process Improvement, Risk Management, Series 63, Securities
Education
Fitchburg State College 1988 — 1992
Bachelor of Science (B.S.), Communication and Media Studies
Fitchburg State University
Columbia Threadneedle Investments, US June 2007 - Present
Pioneer Investments October 2004 - June 2007
Boston Financial Data Services July 2004 - October 2004
Federated Investors July 2000 - July 2004
Scudder Investments November 1997 - November 1999
Skills
Investments, Asset Management, Series 6, Compliance, Transfer Agency, Alternative Investments, Equities, Financial Services, Fixed Income, Mutual Funds, Process Improvement, Risk Management, Series 63, Securities
Education
Fitchburg State College 1988 — 1992
Bachelor of Science (B.S.), Communication and Media Studies
Fitchburg State University
Patrick Grecco's Pioneer Investments Experience 2008 - Present
Job Corporate Controller at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments 2008 - Present
Putnam Investments 2001 - 2008
HBO 1997 - 2001
Education
Fordham Gabelli School of Business 1997 — 2001
MBA, Finance
Hofstra University 1990 — 1994
BBA, Accounting
Pioneer Investments 2008 - Present
Putnam Investments 2001 - 2008
HBO 1997 - 2001
Education
Fordham Gabelli School of Business 1997 — 2001
MBA, Finance
Hofstra University 1990 — 1994
BBA, Accounting
Anil Daripally's Pioneer Investments Experience July 2013 - Present
Job Automation Engineer at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments July 2013 - Present
BNY Mellon February 2010 - July 2013
Wachovia, A Wells Fargo Company October 2008 - December 2009
IPC Information Systems December 2007 - September 2008
Skills
SDLC, SQL, Unix, Requirements Analysis, Agile Methodologies, ITIL Implementation, Software Deployment, Software Configuration..., Unix Shell Scripting, Release Management, Enterprise Architecture
Education
Jawaharlal Nehru Technological University 1997 — 2001
B.Tech, Electronics & Communications
chaitanya central school 1994 — 1995
Pioneer Investments July 2013 - Present
BNY Mellon February 2010 - July 2013
Wachovia, A Wells Fargo Company October 2008 - December 2009
IPC Information Systems December 2007 - September 2008
Skills
SDLC, SQL, Unix, Requirements Analysis, Agile Methodologies, ITIL Implementation, Software Deployment, Software Configuration..., Unix Shell Scripting, Release Management, Enterprise Architecture
Education
Jawaharlal Nehru Technological University 1997 — 2001
B.Tech, Electronics & Communications
chaitanya central school 1994 — 1995
ned shadek's Pioneer Investments Experience January 2012 - Present
Job senior vice president, portfolio manager at Pioneer Investments
Industry Investment Management
Experience
Pioneer Investments January 2012 - Present
Putnam Investments January 1997 - November 2009
Newbold's Asset Management January 1993 - January 1997
Steinhardt Partners January 1992 - December 1992
Putnam Investments January 1987 - January 1992
Price Waterhouse/Peat Marwick January 1982 - May 1985
Education
Harvard Business School 1985 — 1987
MBA
Pomona College 1978 — 1982
BA, Mathematics
Pioneer Investments January 2012 - Present
Putnam Investments January 1997 - November 2009
Newbold's Asset Management January 1993 - January 1997
Steinhardt Partners January 1992 - December 1992
Putnam Investments January 1987 - January 1992
Price Waterhouse/Peat Marwick January 1982 - May 1985
Education
Harvard Business School 1985 — 1987
MBA
Pomona College 1978 — 1982
BA, Mathematics
David Herranz's Pioneer Investments Experience September 1995 - February 2012
Job Business Systems Analyst
Industry Financial Services
Experience
Acadian Asset Management July 2014 - Present
Jennison Associates February 2012 - June 2014
Pioneer Investments September 1995 - February 2012
Skills
Fixed Income, Equities
Education
University of Massachusetts at Amherst - Isenberg School of Management 1990 — 1994
Acadian Asset Management July 2014 - Present
Jennison Associates February 2012 - June 2014
Pioneer Investments September 1995 - February 2012
Skills
Fixed Income, Equities
Education
University of Massachusetts at Amherst - Isenberg School of Management 1990 — 1994
Diane Benson's Pioneer Investments Experience 1990 - 1997
Job Corporate services, facilities management executive
Industry Facilities Services
Experience
Pioneer Global Investments 1997 - 2001
Pioneer Investments 1990 - 1997
Skills
Construction, Business Strategy, Customer Service, Change Management, Negotiation, Real Estate, Contract Negotiation, New Business Development, Sales Management, Budgets, Management, Strategic Planning, Team Building, Public Speaking, Facilities Management, Project Planning, Property Management, Contract Management
Education
Harvard University 1974 — 1978
BA, Economics
Pioneer Global Investments 1997 - 2001
Pioneer Investments 1990 - 1997
Skills
Construction, Business Strategy, Customer Service, Change Management, Negotiation, Real Estate, Contract Negotiation, New Business Development, Sales Management, Budgets, Management, Strategic Planning, Team Building, Public Speaking, Facilities Management, Project Planning, Property Management, Contract Management
Education
Harvard University 1974 — 1978
BA, Economics
Jolanda Ross's Pioneer Investments Experience June 2007 - February 2009
Job Global Marketing
Industry Biotechnology
Experience
Genzyme, a Sanofi Company September 2015 - Present
Blue Cross Blue Shield of Massachusetts November 2013 - August 2015
Blue Cross Blue Shield of Massachusetts October 2010 - November 2013
Pioneer Investments June 2007 - February 2009
Biogen Idec February 2003 - April 2006
Skills
Health Insurance, Insurance, Customer Service, Process Improvement, Healthcare, Public Speaking, Leadership, Project Management, Manage Client..., Time Management, Logistics Management, Event Planning, Nonprofits, Event Management
Education
Howard University 1992 — 1995
Bachelor of Arts (B.A.)
Genzyme, a Sanofi Company September 2015 - Present
Blue Cross Blue Shield of Massachusetts November 2013 - August 2015
Blue Cross Blue Shield of Massachusetts October 2010 - November 2013
Pioneer Investments June 2007 - February 2009
Biogen Idec February 2003 - April 2006
Skills
Health Insurance, Insurance, Customer Service, Process Improvement, Healthcare, Public Speaking, Leadership, Project Management, Manage Client..., Time Management, Logistics Management, Event Planning, Nonprofits, Event Management
Education
Howard University 1992 — 1995
Bachelor of Arts (B.A.)
Jennifer Gavin's Pioneer Investments Experience May 2008 - September 2010
Job Senior Fund Administrator at MaplesFS
Industry Financial Services
Experience
MaplesFS February 2015 - Present
Loomis, Sayles & Company October 2013 - February 2015
DB Hedgeworks December 2010 - October 2013
Pioneer Investments May 2008 - September 2010
Skills
Hedge Funds, Equities, Mutual Funds
Education
Fairfield University 2002 — 2006
Bachelor of Science, Finance
MaplesFS February 2015 - Present
Loomis, Sayles & Company October 2013 - February 2015
DB Hedgeworks December 2010 - October 2013
Pioneer Investments May 2008 - September 2010
Skills
Hedge Funds, Equities, Mutual Funds
Education
Fairfield University 2002 — 2006
Bachelor of Science, Finance
Mark Michel, CIMA®, CPWA®, AIF®'s Pioneer Investments Experience March 2005 - March 2007
Job Director iShares Business Development Officer at BlackRock
Industry Financial Services
Chris Lively's Pioneer Investments Experience April 1993 - February 2000
Job Portfolio manager at Axiom international investors
Industry Financial Services
Experience
Axiom international investors June 2008 - Present
Clay Finlay October 2006 - May 2008
Citi February 2000 - September 2006
Pioneer Investments April 1993 - February 2000
Skills
Financial Analysis, Risk Management, Banking, Finance, Customer Service, Microsoft Excel, Equities, Microsoft Office, Asset Management, Portfolio Management, Investments, Financial Modeling, Bloomberg, Mutual Funds, Fixed Income, Valuation, Corporate Finance, Credit, Hedge Funds
Education
University of California, Los Angeles 1990 — 1992
Master of Business Administration (MBA)
Georgetown University 1985 — 1987
Master of Science (MS), Foreign Service
Harvard University 1980 — 1984
Bachelor's degree, East Asian Studies
Axiom international investors June 2008 - Present
Clay Finlay October 2006 - May 2008
Citi February 2000 - September 2006
Pioneer Investments April 1993 - February 2000
Skills
Financial Analysis, Risk Management, Banking, Finance, Customer Service, Microsoft Excel, Equities, Microsoft Office, Asset Management, Portfolio Management, Investments, Financial Modeling, Bloomberg, Mutual Funds, Fixed Income, Valuation, Corporate Finance, Credit, Hedge Funds
Education
University of California, Los Angeles 1990 — 1992
Master of Business Administration (MBA)
Georgetown University 1985 — 1987
Master of Science (MS), Foreign Service
Harvard University 1980 — 1984
Bachelor's degree, East Asian Studies
Robert Lillibridge, CAIA's Pioneer Investments Experience May 2014 - Present
Job Institutional Consultant Relations & Business Development at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments May 2014 - Present
Pioneer Investments April 2011 - April 2014
Pioneer Investments December 2010 - April 2011
Pioneer Investments March 2010 - December 2010
UBS December 2008 - May 2009
Morgan Stanley December 2007 - December 2008
Skills
Fixed Income, Equities, Alternative Investments, Multi-Asset Strategies, Series 7, Series 66, eVestment, Money Market Directories, FINsearches, Bloomberg, Consultants, Endowments, Foundations, OCIO, Sub-Advisory, Corporate Plans, Defined Benefit, Defined Contribution, Insurance, Health Care, Public Pensions, Taft-Hartley, Series 63, Series 6
Education
Georgia Institute of Technology 2005 — 2009
Bachelor of Science (B.S.), Business Management - Finance
Pioneer Investments May 2014 - Present
Pioneer Investments April 2011 - April 2014
Pioneer Investments December 2010 - April 2011
Pioneer Investments March 2010 - December 2010
UBS December 2008 - May 2009
Morgan Stanley December 2007 - December 2008
Skills
Fixed Income, Equities, Alternative Investments, Multi-Asset Strategies, Series 7, Series 66, eVestment, Money Market Directories, FINsearches, Bloomberg, Consultants, Endowments, Foundations, OCIO, Sub-Advisory, Corporate Plans, Defined Benefit, Defined Contribution, Insurance, Health Care, Public Pensions, Taft-Hartley, Series 63, Series 6
Education
Georgia Institute of Technology 2005 — 2009
Bachelor of Science (B.S.), Business Management - Finance
Lucius (Luke) Sargent's Pioneer Investments Experience 2015 - Present
Job Client Sevice Representative at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments 2015 - Present
Corby Capital Markets Inc 2011 - 2014
Corby Capital Markets Inc June 2010 - August 2010
Education
Hamilton College 2007 — 2011
Bachelor of Arts (B.A.), Government
Westwood High School 2003 — 2007
Pioneer Investments 2015 - Present
Corby Capital Markets Inc 2011 - 2014
Corby Capital Markets Inc June 2010 - August 2010
Education
Hamilton College 2007 — 2011
Bachelor of Arts (B.A.), Government
Westwood High School 2003 — 2007
T Rowe Price
The Blackstone Group
Lazard
ING Investment Management
Deutsche Asset Management
Lazard Asset Management
Natixis Global Asset Management
Harvard Management Company