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
Liz Ehinger Liz Ehinger's Pioneer Investments Experience January 2013 - June 2013
Job Development Associate at Boston Children's Hospital
Industry Fund-Raising
Experience
Boston Children's Hospital July 2015 - Present
Fern, by Boston Rose Florist August 2014 - Present
WS Development January 2014 - June 2014
Pioneer Investments January 2013 - June 2013
John Hancock Life Insurance Company (U.S.A.) January 2012 - June 2012
Jumpstart September 2011 - December 2011
Madison on Main Communications July 2011 - December 2011
Jumpstart September 2010 - April 2011
Skills
Social Media, Microsoft Excel, Marketing, Microsoft Word, Analysis, Customer Service, Access, Training, PowerPoint, Excel, Word, Mac OS X, Windows
Education
Northeastern University 2010 — 2014
Bachelor of Science (B.S.), Business Administration, Marketing Concentration
University of Navarra 2012 — 2012
Boston Children's Hospital July 2015 - Present
Fern, by Boston Rose Florist August 2014 - Present
WS Development January 2014 - June 2014
Pioneer Investments January 2013 - June 2013
John Hancock Life Insurance Company (U.S.A.) January 2012 - June 2012
Jumpstart September 2011 - December 2011
Madison on Main Communications July 2011 - December 2011
Jumpstart September 2010 - April 2011
Skills
Social Media, Microsoft Excel, Marketing, Microsoft Word, Analysis, Customer Service, Access, Training, PowerPoint, Excel, Word, Mac OS X, Windows
Education
Northeastern University 2010 — 2014
Bachelor of Science (B.S.), Business Administration, Marketing Concentration
University of Navarra 2012 — 2012
Alexandra Schroeder Alexandra Schroeder's Pioneer Investments Experience January 2012 - June 2012
Job Analyst at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman May 2015 - Present
Neuberger Berman January 2014 - June 2014
MFS Investment Management January 2013 - December 2013
Oxford Immunotec July 2012 - August 2012
Pioneer Investments January 2012 - June 2012
Oxford Immunotec June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Finance, Financial Analysis, Data Analysis, Microsoft Office, Social Media
Education
Northeastern University 2010 — 2015
Bachelor of Science in Business Administration, Finance
University of Sydney 2014 — 2014
Dover-Sherborn Regional High School 2006 — 2010
Neuberger Berman May 2015 - Present
Neuberger Berman January 2014 - June 2014
MFS Investment Management January 2013 - December 2013
Oxford Immunotec July 2012 - August 2012
Pioneer Investments January 2012 - June 2012
Oxford Immunotec June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Finance, Financial Analysis, Data Analysis, Microsoft Office, Social Media
Education
Northeastern University 2010 — 2015
Bachelor of Science in Business Administration, Finance
University of Sydney 2014 — 2014
Dover-Sherborn Regional High School 2006 — 2010
Brian Humberd Brian Humberd's Pioneer Investments Experience June 2005 - January 2008
Job Account Executive
Industry Information Technology and Services
Experience
Resilient Systems, Inc. December 2014 - March 2015
Oracle February 2013 - June 2014
Viacord September 2011 - January 2013
Brown Brothers Harriman January 2008 - February 2009
Pioneer Investments June 2005 - January 2008
Investors Bank & Trust September 1999 - June 2005
Skills
Salesforce.com, Sales, Business Development, Sales Process, Account Management, Lead Generation, SaaS, New Business Development, CRM, Leadership, Cold Calling, Solution Selling, Sales Operations, Enterprise Software, Selling, Direct Sales, Professional Services, Strategic Partnerships
Education
Merrimack College
Bachelor of Science (B.S.), Finance
Resilient Systems, Inc. December 2014 - March 2015
Oracle February 2013 - June 2014
Viacord September 2011 - January 2013
Brown Brothers Harriman January 2008 - February 2009
Pioneer Investments June 2005 - January 2008
Investors Bank & Trust September 1999 - June 2005
Skills
Salesforce.com, Sales, Business Development, Sales Process, Account Management, Lead Generation, SaaS, New Business Development, CRM, Leadership, Cold Calling, Solution Selling, Sales Operations, Enterprise Software, Selling, Direct Sales, Professional Services, Strategic Partnerships
Education
Merrimack College
Bachelor of Science (B.S.), Finance
Kimberly Guerrero Kimberly Guerrero's Pioneer Investments Experience 2005 - 2007
Job Dedicated New York Life Agent helping to protect families and businesses in the Greater New York area.
Industry Financial Services
Experience
New York Life Insurance Company February 2014 - September 2014
Telstra August 2007 - August 2013
Telstra International 2007 - August 2013
Pioneer Investments 2005 - 2007
Westcom 2003 - 2005
Global Crossing 1998 - 2003
Skills
Vendor Management, Telecommunications, Microsoft Office, Salesforce.com, Networking, Managed Services, Training, Customer Service, Customer Experience, Contract Negotiation, Visio, MPLS, Lotus Notes, Cost Planning, Sales, RFP, Cost Management, Building Relationships, Business Networking, Education Funding, Insurance, Licensed Life & Health..., Problem Solving, Retirement Planning, Seminar Marketing, Wealth Preservation..., Long Term Care Insurance, Management, Solution Selling
Education
Berkeley College-New York 2012 — 2016
Bachelor's degree
Mount Saint Mary College 1993 — 1996
New York Life Insurance Company February 2014 - September 2014
Telstra August 2007 - August 2013
Telstra International 2007 - August 2013
Pioneer Investments 2005 - 2007
Westcom 2003 - 2005
Global Crossing 1998 - 2003
Skills
Vendor Management, Telecommunications, Microsoft Office, Salesforce.com, Networking, Managed Services, Training, Customer Service, Customer Experience, Contract Negotiation, Visio, MPLS, Lotus Notes, Cost Planning, Sales, RFP, Cost Management, Building Relationships, Business Networking, Education Funding, Insurance, Licensed Life & Health..., Problem Solving, Retirement Planning, Seminar Marketing, Wealth Preservation..., Long Term Care Insurance, Management, Solution Selling
Education
Berkeley College-New York 2012 — 2016
Bachelor's degree
Mount Saint Mary College 1993 — 1996
Brandon Shea, AIF® Brandon Shea, AIF®'s Pioneer Investments Experience February 2006 - December 2010
Job Helping retirement plan professionals impact their bottom line & make a difference in the lives of their clients.
Industry Financial Services
Experience
RidgeWorth Investments December 2010 - Present
Pioneer Investments February 2006 - December 2010
Salomon Brothers Asset Management January 2004 - December 2005
Transamerica Capital, Inc. March 2002 - July 2003
Transamerica Capital Inc. February 2000 - February 2002
Habitat for Humanity International June 1999 - August 1999
Habitat for Humanity International August 1998 - August 1999
Skills
Investments, Relationship Management, Retirement, Territory Management, Positioning, Sales, RFP, Business Planning, Public Speaking, 401k, Vendor Management, Retirement Planning, Mutual Funds, Business
Education
Miami University 1994 — 1998
BA, Political Science (Minors in Economics & Management Informational Systems)
RidgeWorth Investments December 2010 - Present
Pioneer Investments February 2006 - December 2010
Salomon Brothers Asset Management January 2004 - December 2005
Transamerica Capital, Inc. March 2002 - July 2003
Transamerica Capital Inc. February 2000 - February 2002
Habitat for Humanity International June 1999 - August 1999
Habitat for Humanity International August 1998 - August 1999
Skills
Investments, Relationship Management, Retirement, Territory Management, Positioning, Sales, RFP, Business Planning, Public Speaking, 401k, Vendor Management, Retirement Planning, Mutual Funds, Business
Education
Miami University 1994 — 1998
BA, Political Science (Minors in Economics & Management Informational Systems)
Peter Lydon Peter Lydon's Pioneer Investments Experience June 2009 - January 2010
Job Asst. Vice President eFICC Sales at Barclays
Industry Financial Services
Experience
Barclays Investment Bank March 2015 - Present
Barclays Investment Bank July 2013 - February 2015
Citi February 2012 - July 2013
Goldman Sachs July 2010 - December 2010
Pioneer Investments June 2009 - January 2010
Nufern June 2008 - August 2008
Skills
Bloomberg, Securities Lending, Finance, Capital Markets, Equities, Fixed Income, Financial Analysis, Investment Banking, Trading
Education
Northeastern University 2007 — 2011
Bachelor of Business Administration (BBA), Finance, Economics
Kingswood-Oxford School 2000 — 2007
Barclays Investment Bank March 2015 - Present
Barclays Investment Bank July 2013 - February 2015
Citi February 2012 - July 2013
Goldman Sachs July 2010 - December 2010
Pioneer Investments June 2009 - January 2010
Nufern June 2008 - August 2008
Skills
Bloomberg, Securities Lending, Finance, Capital Markets, Equities, Fixed Income, Financial Analysis, Investment Banking, Trading
Education
Northeastern University 2007 — 2011
Bachelor of Business Administration (BBA), Finance, Economics
Kingswood-Oxford School 2000 — 2007
Norman FitzPatrick Norman FitzPatrick's Pioneer Investments Experience October 2005 - March 2007
Job Vice President Lazard Asset Management
Industry Financial Services
Experience
Lazard Asset Management June 2015 - Present
Columbia Threadneedle Investments March 2007 - Present
Columbia Management 2007 - Present
Pioneer Investments October 2005 - March 2007
United States Navy May 1985 - September 2004
Skills
Securities, Investments, Asset Managment, Risk Management, Leadership, Team Building, Navy, Selling, Business Development, Series 63, Program Management, Sales, Hedge Funds, Asset Management, Series 7, Strategy, Asset Allocation, Strategic Planning, Equities, Alternative Investments, Fixed Income, Series 65, Portfolio Management, Investment Strategies, Mutual Funds
Education
Naval Postgraduate School 1991 — 1992
Masters, Finance
United States Naval Academy 1981 — 1985
Physical Science, Pilot
Lazard Asset Management June 2015 - Present
Columbia Threadneedle Investments March 2007 - Present
Columbia Management 2007 - Present
Pioneer Investments October 2005 - March 2007
United States Navy May 1985 - September 2004
Skills
Securities, Investments, Asset Managment, Risk Management, Leadership, Team Building, Navy, Selling, Business Development, Series 63, Program Management, Sales, Hedge Funds, Asset Management, Series 7, Strategy, Asset Allocation, Strategic Planning, Equities, Alternative Investments, Fixed Income, Series 65, Portfolio Management, Investment Strategies, Mutual Funds
Education
Naval Postgraduate School 1991 — 1992
Masters, Finance
United States Naval Academy 1981 — 1985
Physical Science, Pilot
Dale Trumble Dale Trumble's Pioneer Investments Experience June 2003 - September 2006
Job Customer Service Specialist
Industry Banking
Experience
Travel and Transport, Inc. June 2014 - Present
Lincoln Financial Group September 2013 - June 2014
First National Bank of Omaha November 2012 - June 2013
Mutual of Omaha September 2006 - November 2012
Pioneer Investments June 2003 - September 2006
Skills
Customer Service, Insurance, Life Insurance, Disability Insurance, Group Benefit Plans, Consumer Lending, Financial Services, Compliance, Dental Insurance, Finance
Education
Metropolitan Community College 2007 — 2009
General Studies, 4.0
Travel and Transport, Inc. June 2014 - Present
Lincoln Financial Group September 2013 - June 2014
First National Bank of Omaha November 2012 - June 2013
Mutual of Omaha September 2006 - November 2012
Pioneer Investments June 2003 - September 2006
Skills
Customer Service, Insurance, Life Insurance, Disability Insurance, Group Benefit Plans, Consumer Lending, Financial Services, Compliance, Dental Insurance, Finance
Education
Metropolitan Community College 2007 — 2009
General Studies, 4.0
Julie (Fernandez) Crabb Julie (Fernandez) Crabb's Pioneer Investments Experience July 2008 - December 2008
Job Account Supervisor at Catapult eCommerce
Industry Internet
Experience
Catapult eCommerce June 2015 - Present
Catapult eCommerce February 2013 - May 2015
Fujo, Inc. July 2012 - February 2013
Johnson & Johnson July 2010 - June 2012
Johnson & Johnson - Neutrogena Corporation July 2009 - December 2009
Pioneer Investments July 2008 - December 2008
CSN Stores January 2007 - June 2007
GAP Inc May 2006 - July 2006
Skills
Competitive Analysis, E-commerce, Marketing, Product Marketing, Cross-functional Team..., Leadership, Sales, Management, Sales Operations, Social Media, Retail, Analysis, Merchandising, Marketing Strategy
Education
Northeastern University 2005 — 2010
BSBA, Marketing
Catapult eCommerce June 2015 - Present
Catapult eCommerce February 2013 - May 2015
Fujo, Inc. July 2012 - February 2013
Johnson & Johnson July 2010 - June 2012
Johnson & Johnson - Neutrogena Corporation July 2009 - December 2009
Pioneer Investments July 2008 - December 2008
CSN Stores January 2007 - June 2007
GAP Inc May 2006 - July 2006
Skills
Competitive Analysis, E-commerce, Marketing, Product Marketing, Cross-functional Team..., Leadership, Sales, Management, Sales Operations, Social Media, Retail, Analysis, Merchandising, Marketing Strategy
Education
Northeastern University 2005 — 2010
BSBA, Marketing
Simon Chu's Pioneer Investments Experience June 2009 - December 2009
Job Associate Treasury Operations Analyst II at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management April 2014 - Present
MFS Investment Management September 2011 - April 2014
Pioneer Investments June 2009 - December 2009
MFS Investment Management June 2008 - February 2009
Skills
Fixed Asset Management, Asset Management, Fixed Asset Depreciation, PeopleSoft, Capital Budgeting, Account Reconciliation, Financial Analysis, Accounting, Financial Reporting, Microsoft Excel, Accounts Payable
Education
Northeastern University 2006 — 2011
Bachelors of Science Degree in Business Administration, Finance
MFS Investment Management April 2014 - Present
MFS Investment Management September 2011 - April 2014
Pioneer Investments June 2009 - December 2009
MFS Investment Management June 2008 - February 2009
Skills
Fixed Asset Management, Asset Management, Fixed Asset Depreciation, PeopleSoft, Capital Budgeting, Account Reconciliation, Financial Analysis, Accounting, Financial Reporting, Microsoft Excel, Accounts Payable
Education
Northeastern University 2006 — 2011
Bachelors of Science Degree in Business Administration, Finance
Christopher Cadigan Christopher Cadigan's Pioneer Investments Experience 1998 - 2013
Job Prosthetic Technician
Industry Medical Devices
Experience
United Prosthetics Inc. August 2013 - Present
Pioneer Investments 1998 - 2013
Aspen Technology 1990 - 1998
Skills
Mutual Funds, Financial Services, Manage Client..., Customer Satisfaction, Transfer Agency, Team Building, Management, Team Leadership, Community Outreach, Vendor Relationships, Variable Annuities, Organizational..., Fundraising, Distribution Center..., Volunteering, Volunteer Recruiting, Investments
Education
Northeastern University 2003 — 2007
Bachelor of Science (BS), Business Administration and Management, General
United Prosthetics Inc. August 2013 - Present
Pioneer Investments 1998 - 2013
Aspen Technology 1990 - 1998
Skills
Mutual Funds, Financial Services, Manage Client..., Customer Satisfaction, Transfer Agency, Team Building, Management, Team Leadership, Community Outreach, Vendor Relationships, Variable Annuities, Organizational..., Fundraising, Distribution Center..., Volunteering, Volunteer Recruiting, Investments
Education
Northeastern University 2003 — 2007
Bachelor of Science (BS), Business Administration and Management, General
Arne Zenneck Arne Zenneck's Pioneer Investments Experience February 2001 - June 2011
Job Head of Sales at Resysta North America Inc
Industry Building Materials
Experience
Resysta North America Inc July 2011 - Present
Pioneer Investments February 2001 - June 2011
Georg Schumacher GmbH November 1998 - January 2001
Skills
Marketing Strategy, Strategic Planning, New Business Development, Sales Management, Management, Contract Negotiation, Strategy, Project Management, Customer Service, Account Management, Marketing
Education
BAW Munich (Bavarian Academiy of Advertising and Marketing) 2000 — 2001
Bachelor's Degree, Marketing Strategie
Ludwig-Maximilians Universität München 1993 — 1997
Resysta North America Inc July 2011 - Present
Pioneer Investments February 2001 - June 2011
Georg Schumacher GmbH November 1998 - January 2001
Skills
Marketing Strategy, Strategic Planning, New Business Development, Sales Management, Management, Contract Negotiation, Strategy, Project Management, Customer Service, Account Management, Marketing
Education
BAW Munich (Bavarian Academiy of Advertising and Marketing) 2000 — 2001
Bachelor's Degree, Marketing Strategie
Ludwig-Maximilians Universität München 1993 — 1997
Jenna Sellman, AIF®'s Pioneer Investments Experience October 2012 - Present
Job Regional Vice President at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments October 2012 - Present
Simmons College January 2011 - Present
Pioneer Investments October 2010 - September 2012
ING Investment Management September 2009 - September 2010
Putnam Investments April 2008 - August 2010
Skills
Series 7, Series 63, Series 6, 401k, Portfolio Management, Strategic Financial..., Retirement, Financial Advisory, Securities, Fixed Income, Investment Advisory, Financial Services, Investment Management, Client Services, Investment Strategies, Employee Benefits, Series 65
Education
Western Michigan University - Haworth College of Business 2002 — 2007
Bachelor of Business Administration (B.B.A.), Marketing
NEGOCIA - Centre international de formation à la vente et à la négociation commerciale 2006 — 2006
International Marketing
Pioneer Investments October 2012 - Present
Simmons College January 2011 - Present
Pioneer Investments October 2010 - September 2012
ING Investment Management September 2009 - September 2010
Putnam Investments April 2008 - August 2010
Skills
Series 7, Series 63, Series 6, 401k, Portfolio Management, Strategic Financial..., Retirement, Financial Advisory, Securities, Fixed Income, Investment Advisory, Financial Services, Investment Management, Client Services, Investment Strategies, Employee Benefits, Series 65
Education
Western Michigan University - Haworth College of Business 2002 — 2007
Bachelor of Business Administration (B.B.A.), Marketing
NEGOCIA - Centre international de formation à la vente et à la négociation commerciale 2006 — 2006
International Marketing
Andrew Oswald Andrew Oswald's Pioneer Investments Experience March 2008 - August 2010
Job Associate Portfolio Manager at Aperio Group, LLC
Industry Investment Management
Experience
Aperio Group, LLC June 2014 - Present
Callan Associates April 2011 - June 2014
Pioneer Investments March 2008 - August 2010
Wellington Management September 2007 - February 2008
Skills
Investments, Equities, Bloomberg, Fixed Income, Securities, Mutual Funds, Asset Management, Portfolio Management, Financial Analysis, Analysis
Education
Northeastern University 2002 — 2007
BS, Business Administration, Management and Operations
Aperio Group, LLC June 2014 - Present
Callan Associates April 2011 - June 2014
Pioneer Investments March 2008 - August 2010
Wellington Management September 2007 - February 2008
Skills
Investments, Equities, Bloomberg, Fixed Income, Securities, Mutual Funds, Asset Management, Portfolio Management, Financial Analysis, Analysis
Education
Northeastern University 2002 — 2007
BS, Business Administration, Management and Operations
Benjamin Doyle's Pioneer Investments Experience January 2010 - June 2010
Job Associate Real Time Operations Analyst
Industry Oil & Energy
Experience
EnerNOC April 2014 - Present
The Bowdoin Group January 2013 - April 2014
Northeastern University September 2013 - December 2013
EnerNOC November 2011 - December 2012
Northeastern University August 2008 - December 2011
Cisco Systems January 2011 - June 2011
Pioneer Investments January 2010 - June 2010
Self Employed July 2006 - August 2008
Staples January 2008 - July 2008
Northwestern Regional High School August 2006 - July 2008
Skills
Troubleshooting, Software Documentation, Windows 7, Technical Support, Management, Windows, Operating Systems, Testing, Microsoft Office, Hardware, Visio, Customer Service, Analysis, OS X, Help Desk Support, CCNA, Time Management, Enterprise Software, Salesforce.com, Retail Sales, Innovation, Software Installation, Mac OS X, SharePoint, Energy Management, Electricity Markets, Control Room, Emergency Management, Business Continuity..., Training & Development
Education
Northeastern University 2008 — 2013
BS, Information Science and Business Administration (concentration in Entrepreneurship)
Improv Asylum 2012 — 2012
Training, Team Building (Level 1 & 2)
John Cabot University 2012 — 2012
Study Abroad Electives, Art History
EnerNOC April 2014 - Present
The Bowdoin Group January 2013 - April 2014
Northeastern University September 2013 - December 2013
EnerNOC November 2011 - December 2012
Northeastern University August 2008 - December 2011
Cisco Systems January 2011 - June 2011
Pioneer Investments January 2010 - June 2010
Self Employed July 2006 - August 2008
Staples January 2008 - July 2008
Northwestern Regional High School August 2006 - July 2008
Skills
Troubleshooting, Software Documentation, Windows 7, Technical Support, Management, Windows, Operating Systems, Testing, Microsoft Office, Hardware, Visio, Customer Service, Analysis, OS X, Help Desk Support, CCNA, Time Management, Enterprise Software, Salesforce.com, Retail Sales, Innovation, Software Installation, Mac OS X, SharePoint, Energy Management, Electricity Markets, Control Room, Emergency Management, Business Continuity..., Training & Development
Education
Northeastern University 2008 — 2013
BS, Information Science and Business Administration (concentration in Entrepreneurship)
Improv Asylum 2012 — 2012
Training, Team Building (Level 1 & 2)
John Cabot University 2012 — 2012
Study Abroad Electives, Art History
Matt Parkerson Matt Parkerson's Pioneer Investments Experience November 2004 - September 2009
Job Trade Communication Supervisor at BNY Mellon
Industry Financial Services
Experience
BNY Mellon November 2013 - Present
BNY Mellon September 2012 - November 2013
State Street Global Advisors October 2010 - September 2012
Pioneer Investments November 2004 - September 2009
Skills
Mutual Funds, Financial Services, Bloomberg, Investments, Portfolio Management, Fixed Income, Equities, Securities, Corporate Actions, Fund Accounting, Business Analysis, Financial Analysis, Asset Management, Bloomberg Terminal, Process Improvement, Customer Service, Back Office, Financial Reporting, Trading Systems
Education
Northeastern University 2003 — 2007
Bachelors, Finance
BNY Mellon November 2013 - Present
BNY Mellon September 2012 - November 2013
State Street Global Advisors October 2010 - September 2012
Pioneer Investments November 2004 - September 2009
Skills
Mutual Funds, Financial Services, Bloomberg, Investments, Portfolio Management, Fixed Income, Equities, Securities, Corporate Actions, Fund Accounting, Business Analysis, Financial Analysis, Asset Management, Bloomberg Terminal, Process Improvement, Customer Service, Back Office, Financial Reporting, Trading Systems
Education
Northeastern University 2003 — 2007
Bachelors, Finance
Bianca Illion's Pioneer Investments Experience July 2012 - December 2012
Job Account Executive at Zazil Media Group
Industry Public Relations and Communications
Experience
Zazil Media Group January 2015 - Present
Northeastern University September 2014 - December 2014
Zazil Media Group January 2013 - December 2014
Pioneer Investments July 2012 - December 2012
Kaplan August 2011 - December 2012
Northeastern University September 2011 - December 2011
The Office of Dr. Ronald N. Cauchard, O.D. May 2008 - September 2011
Skills
Social Media, Spanish, Public Relations, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Cision, Campaign Monitor, FileMaker, SharePoint, Blogging, Twitter, Facebook, Instagram, Pinterest, Close Attention to..., Research, Public Speaking, Teamwork, Time Management, Organization, Customer Service
Education
Northeastern University 2010 — 2014
Bachelor's Degree, Communications; Minor in Business Administration
Indian Hills High School 2006 — 2010
Zazil Media Group January 2015 - Present
Northeastern University September 2014 - December 2014
Zazil Media Group January 2013 - December 2014
Pioneer Investments July 2012 - December 2012
Kaplan August 2011 - December 2012
Northeastern University September 2011 - December 2011
The Office of Dr. Ronald N. Cauchard, O.D. May 2008 - September 2011
Skills
Social Media, Spanish, Public Relations, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Cision, Campaign Monitor, FileMaker, SharePoint, Blogging, Twitter, Facebook, Instagram, Pinterest, Close Attention to..., Research, Public Speaking, Teamwork, Time Management, Organization, Customer Service
Education
Northeastern University 2010 — 2014
Bachelor's Degree, Communications; Minor in Business Administration
Indian Hills High School 2006 — 2010
Joseph Horiuchi Joseph Horiuchi's Pioneer Investments Experience June 2012 - March 2013
Job Owner and Founder of Athletes Dojo
Industry Sports
Experience
Athlete's Dojo December 2013 - Present
Pail Precision August 2013 - May 2014
Pioneer Investments June 2012 - March 2013
Pioneer Investments October 2011 - January 2012
Pioneer Investments June 2009 - December 2009
Video Eye Inc February 2006 - December 2008
UNO's Resturaunt May 2007 - December 2007
Skills
Marketing Communications, Account Management, Advertising, Analysis, Budgets, Business Analysis, Business Development, CRM, Customer Service, Digital Marketing, Data Analysis, Email Marketing, Entrepreneurship, Event Planning, Facebook, Lead Generation, Leadership, Market Research, Marketing, Microsoft Excel, Microsoft Word, Online Advertising, Online Marketing, Photoshop, PowerPoint, Public Speaking, Recruiting, Sales, Research, Sales Management, Social Media Marketing, Social Media, Social Networking, Start-ups, Strategy, Team Leadership, Time Management, Business Strategy, Event Management, French, Management, Marketing Strategy, Microsoft Office, New Business Development, Outlook, Project Management, Salesforce.com, Spanish, Strategic Planning, Teamwork
Education
Northeastern University 2006 — 2011
Bachelor of Science Degree, Business Marketing (with emphasis in International Business), Minor in Japanese
Archbishop Mitty High School 2002 — 2006
Athlete's Dojo December 2013 - Present
Pail Precision August 2013 - May 2014
Pioneer Investments June 2012 - March 2013
Pioneer Investments October 2011 - January 2012
Pioneer Investments June 2009 - December 2009
Video Eye Inc February 2006 - December 2008
UNO's Resturaunt May 2007 - December 2007
Skills
Marketing Communications, Account Management, Advertising, Analysis, Budgets, Business Analysis, Business Development, CRM, Customer Service, Digital Marketing, Data Analysis, Email Marketing, Entrepreneurship, Event Planning, Facebook, Lead Generation, Leadership, Market Research, Marketing, Microsoft Excel, Microsoft Word, Online Advertising, Online Marketing, Photoshop, PowerPoint, Public Speaking, Recruiting, Sales, Research, Sales Management, Social Media Marketing, Social Media, Social Networking, Start-ups, Strategy, Team Leadership, Time Management, Business Strategy, Event Management, French, Management, Marketing Strategy, Microsoft Office, New Business Development, Outlook, Project Management, Salesforce.com, Spanish, Strategic Planning, Teamwork
Education
Northeastern University 2006 — 2011
Bachelor of Science Degree, Business Marketing (with emphasis in International Business), Minor in Japanese
Archbishop Mitty High School 2002 — 2006
Katherine Sprague's Pioneer Investments Experience January 2008 - June 2008
Job Human Resources at Akamai Technologies
Industry Biotechnology
Experience
Akamai Technologies June 2015 - Present
Abcam March 2011 - June 2015
Warner Bros. Entertainment Group of Companies September 2010 - February 2011
Acceleron Pharma January 2009 - May 2010
Pioneer Investments January 2008 - June 2008
H.O. Penn Machinery Co., Inc. May 2007 - August 2007
Skills
HRIS, Human Resources, Onboarding, Deferred Compensation, New Hire Orientations, Employee Benefits, Performance Management, Employee Relations, Employee Engagement, Talent Acquisition, Microsoft Office, College Recruiting, PeopleSoft, Outlook, Microsoft Excel, PowerPoint, Benefits Administration, Talent Management, ADP Payroll, Data Analysis
Education
Northeastern University 2005 — 2010
B.S, Psychology
Akamai Technologies June 2015 - Present
Abcam March 2011 - June 2015
Warner Bros. Entertainment Group of Companies September 2010 - February 2011
Acceleron Pharma January 2009 - May 2010
Pioneer Investments January 2008 - June 2008
H.O. Penn Machinery Co., Inc. May 2007 - August 2007
Skills
HRIS, Human Resources, Onboarding, Deferred Compensation, New Hire Orientations, Employee Benefits, Performance Management, Employee Relations, Employee Engagement, Talent Acquisition, Microsoft Office, College Recruiting, PeopleSoft, Outlook, Microsoft Excel, PowerPoint, Benefits Administration, Talent Management, ADP Payroll, Data Analysis
Education
Northeastern University 2005 — 2010
B.S, Psychology
Stacey Kanner's Pioneer Investments Experience December 2011 - August 2012
Job Tax Staff Financial Services at Ernst & Young
Industry Accounting
Experience
EY January 2013 - August 2014
Strong Women, Strong Girls May 2012 - April 2014
Pioneer Investments December 2011 - August 2012
Skills
Microsoft Excel, GoSystems, Bloomberg, PeopleSoft, Concur, Money Manager GPS, Junxure, Adobe Acrobat, Photoshop, Microsoft Office, Microsoft Word, PowerPoint, eForms, eDocs, Oral & Written..., Teamwork, Soft Skills, Leadership, Organization
Education
Northeastern University
Master's Degree, Taxation
Northeastern University 2010 — 2015
Bachelor of Science (B.S.), Accounting and Finance, Minor International Affairs
EY January 2013 - August 2014
Strong Women, Strong Girls May 2012 - April 2014
Pioneer Investments December 2011 - August 2012
Skills
Microsoft Excel, GoSystems, Bloomberg, PeopleSoft, Concur, Money Manager GPS, Junxure, Adobe Acrobat, Photoshop, Microsoft Office, Microsoft Word, PowerPoint, eForms, eDocs, Oral & Written..., Teamwork, Soft Skills, Leadership, Organization
Education
Northeastern University
Master's Degree, Taxation
Northeastern University 2010 — 2015
Bachelor of Science (B.S.), Accounting and Finance, Minor International Affairs
Kelsey Bruun Kelsey Bruun's Pioneer Investments Experience July 2014 - December 2014
Job Student at Northeastern University
Industry
Experience
44 Communications January 2015 - Present
Fenway News June 2013 - Present
Corey McPherson Nash January 2015 - April 2015
Pioneer Investments July 2014 - December 2014
Massachusetts Department of Transportation July 2013 - December 2013
Boston Parks and Recreation Department January 2013 - April 2013
Skills
News Writing, Editing, Press Releases, Research, Microsoft Office, Social Media, Google Apps, HootSuite, Meltwater, Factiva, BurrellesLuce, WordPress, Cision
Education
Northeastern University 2011 — 2016
Bachelor of Arts (BA), Political Science and Journalism, 3.67 GPA
Central Bucks High School East 2008 — 2011
44 Communications January 2015 - Present
Fenway News June 2013 - Present
Corey McPherson Nash January 2015 - April 2015
Pioneer Investments July 2014 - December 2014
Massachusetts Department of Transportation July 2013 - December 2013
Boston Parks and Recreation Department January 2013 - April 2013
Skills
News Writing, Editing, Press Releases, Research, Microsoft Office, Social Media, Google Apps, HootSuite, Meltwater, Factiva, BurrellesLuce, WordPress, Cision
Education
Northeastern University 2011 — 2016
Bachelor of Arts (BA), Political Science and Journalism, 3.67 GPA
Central Bucks High School East 2008 — 2011
Emma Schaberg O'Brien Emma Schaberg O'Brien's Pioneer Investments Experience January 2009 - June 2009
Job Growth & Development at Medallia
Industry Computer Software
Experience
Medallia May 2015 - Present
Medallia, Inc. March 2014 - Present
Dare to Innovate September 2013 - Present
Fletcher Allen Health Care / Vermont Cancer Center September 2013 - December 2013
Peace Corps November 2011 - August 2013
Fletcher Allen Health Care / Vermont Cancer Center June 2011 - November 2011
Staples, Inc. July 2010 - March 2011
Pioneer Investments January 2009 - June 2009
Education
Northeastern University 2007 — 2011
BSBA, Marketing Concentration; Biology Minor
University College Dublin 2009 — 2009
Semester Abroad, Business, Irish History
Medallia May 2015 - Present
Medallia, Inc. March 2014 - Present
Dare to Innovate September 2013 - Present
Fletcher Allen Health Care / Vermont Cancer Center September 2013 - December 2013
Peace Corps November 2011 - August 2013
Fletcher Allen Health Care / Vermont Cancer Center June 2011 - November 2011
Staples, Inc. July 2010 - March 2011
Pioneer Investments January 2009 - June 2009
Education
Northeastern University 2007 — 2011
BSBA, Marketing Concentration; Biology Minor
University College Dublin 2009 — 2009
Semester Abroad, Business, Irish History
Izzy Haar Izzy Haar's Pioneer Investments Experience June 2012 - January 2013
Job Currency Management at State Street
Industry Financial Services
Experience
State Street June 2013 - December 2013
Pioneer Investments June 2012 - January 2013
ImustEAT LLC July 2011 - April 2012
Merrill Lynch June 2011 - September 2011
Steve Lonegan for Governor Campaign Headquarters March 2010 - July 2010
Skills
PowerPoint, Excel, Word, Microsoft Office, Bloomberg, PeopleSoft, Microsoft Excel, Microsoft Word, Marketing, Accounting, Budgets, Account Reconciliation, Finance, Sales, Business Planning, Access, Research, Customer Service, Social Media
Education
Northeastern University 2010 — 2015
Bachelor of Science Degree, Business Administration; Finance and Management, Religion Studies
Rae Kushner Yeshiva High
High School
State Street June 2013 - December 2013
Pioneer Investments June 2012 - January 2013
ImustEAT LLC July 2011 - April 2012
Merrill Lynch June 2011 - September 2011
Steve Lonegan for Governor Campaign Headquarters March 2010 - July 2010
Skills
PowerPoint, Excel, Word, Microsoft Office, Bloomberg, PeopleSoft, Microsoft Excel, Microsoft Word, Marketing, Accounting, Budgets, Account Reconciliation, Finance, Sales, Business Planning, Access, Research, Customer Service, Social Media
Education
Northeastern University 2010 — 2015
Bachelor of Science Degree, Business Administration; Finance and Management, Religion Studies
Rae Kushner Yeshiva High
High School
Daniel Kingsbury Daniel Kingsbury's Pioneer Investments Experience 2007 - 2014
Job Global Investment Management Executive, Former President and CEO, US Business, Pioneer Investments
Industry Investment Management
Experience
Pioneer Investments 2007 - 2014
Pioneer Investments 1999 - 2007
Renaissance Capital 1997 - 1999
AIG 1988 - 1997
Skills
Strategy, Investments, Asset Management
Education
New York University
Master of Business Administration (M.B.A.), International Business & Corporate Finance
The Johns Hopkins University
Bachelor's Degree, International/Global Studies
Pioneer Investments 2007 - 2014
Pioneer Investments 1999 - 2007
Renaissance Capital 1997 - 1999
AIG 1988 - 1997
Skills
Strategy, Investments, Asset Management
Education
New York University
Master of Business Administration (M.B.A.), International Business & Corporate Finance
The Johns Hopkins University
Bachelor's Degree, International/Global Studies
Brian Barron, CFA Brian Barron, CFA's Pioneer Investments Experience June 2014 - Present
Job Investment Risk Analyst at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments June 2014 - Present
Pioneer Investments 2012 - June 2014
Brown Brothers Harriman June 2012 - July 2012
Brown Brothers Harriman March 2010 - June 2012
Verbatim Advisory Group December 2009 - March 2010
State Street Global Advisors May 2008 - August 2008
Skills
Investment Strategies, Competitive Analysis, Finance, Bloomberg, Financial Markets, Morningstar Direct, BlackRock Aladdin, Zephyr Style Advisor, Mutual Funds, Lipper, Portfolio Performance..., Portfolio Assessment, Asset Allocation, Investment Management, Investments, Fixed Income, Portfolio Management
Education
Middlebury College 2005 — 2009
Bachelor of Arts, American Studies, Economics
Noble & Greenough 2001 — 2005
Pioneer Investments June 2014 - Present
Pioneer Investments 2012 - June 2014
Brown Brothers Harriman June 2012 - July 2012
Brown Brothers Harriman March 2010 - June 2012
Verbatim Advisory Group December 2009 - March 2010
State Street Global Advisors May 2008 - August 2008
Skills
Investment Strategies, Competitive Analysis, Finance, Bloomberg, Financial Markets, Morningstar Direct, BlackRock Aladdin, Zephyr Style Advisor, Mutual Funds, Lipper, Portfolio Performance..., Portfolio Assessment, Asset Allocation, Investment Management, Investments, Fixed Income, Portfolio Management
Education
Middlebury College 2005 — 2009
Bachelor of Arts, American Studies, Economics
Noble & Greenough 2001 — 2005
Margaret Morgan's Pioneer Investments Experience January 2013 - June 2013
Job Web and Communications Specialist at Northeastern University School of Public Policy and Urban Affairs
Industry Public Relations and Communications
Experience
Northeastern University School of Public Policy and Urban Affairs July 2013 - Present
Pioneer Investments January 2013 - June 2013
Brigham and Women's Hospital - Hematology Department July 2012 - December 2012
Brigham and Women's Hospital January 2012 - June 2012
Dukakis Center for Urban and Regional Policy January 2011 - June 2012
Office of Boston City Councillor Tito Jackson June 2011 - August 2011
Northeastern University Libraries January 2009 - June 2009
Skills
Full Stack Web..., Ruby, Object Oriented Design, Ruby on Rails, JavaScript, jQuery, CSS, Relational Databases, HTML5, AJAX, SQL, Web Applications, PostgreSQL, Github, Research, Web Development, Online Research, Problem Solving, Video Production, Project Management, Web Design, Program Management, WordPress, Google Analytics, Editing, Advertising
Education
Northeastern University 2009 — 2014
BA, Communications
Northeastern University
Communicationas Studies, Rhetoric and Media Studies
Northeastern University School of Public Policy and Urban Affairs July 2013 - Present
Pioneer Investments January 2013 - June 2013
Brigham and Women's Hospital - Hematology Department July 2012 - December 2012
Brigham and Women's Hospital January 2012 - June 2012
Dukakis Center for Urban and Regional Policy January 2011 - June 2012
Office of Boston City Councillor Tito Jackson June 2011 - August 2011
Northeastern University Libraries January 2009 - June 2009
Skills
Full Stack Web..., Ruby, Object Oriented Design, Ruby on Rails, JavaScript, jQuery, CSS, Relational Databases, HTML5, AJAX, SQL, Web Applications, PostgreSQL, Github, Research, Web Development, Online Research, Problem Solving, Video Production, Project Management, Web Design, Program Management, WordPress, Google Analytics, Editing, Advertising
Education
Northeastern University 2009 — 2014
BA, Communications
Northeastern University
Communicationas Studies, Rhetoric and Media Studies
Istvan Al-Hilal Istvan Al-Hilal's Pioneer Investments Experience September 2008 - May 2012
Job Senior Sales Manager at Fidelity Worldwide Investment
Industry Financial Services
Experience
Fidelity Worldwide Investment October 2012 - Present
Pioneer Investments September 2008 - May 2012
Citibank Hungary November 2004 - September 2008
Citibank Hungary March 2006 - February 2007
Citibank Hungary November 2004 - March 2006
Loyas Private Finance AG January 2003 - May 2003
Skills
project management, Business Development, Business Strategy, people management, Marketing Strategy, Computer skills (MS..., Driving-licence – B..., Basketball referee..., Strategic Planning, Banking, Business Planning, Investments, Key Account Management, Management, Market Research, Negotiation, Product Development, Product Management, Project Management, Risk Management, Sales, Strategy, Talent Management, Business Analysis
Education
Ecole supérieure de Commerce de Montpellier 2003 — 2004
Erasmus scholarship, Business Administration and Management, General
University of Pécs, Faculty of Economics 1999 — 2004
Master of Science (MSc), Economics
Fidelity Worldwide Investment October 2012 - Present
Pioneer Investments September 2008 - May 2012
Citibank Hungary November 2004 - September 2008
Citibank Hungary March 2006 - February 2007
Citibank Hungary November 2004 - March 2006
Loyas Private Finance AG January 2003 - May 2003
Skills
project management, Business Development, Business Strategy, people management, Marketing Strategy, Computer skills (MS..., Driving-licence – B..., Basketball referee..., Strategic Planning, Banking, Business Planning, Investments, Key Account Management, Management, Market Research, Negotiation, Product Development, Product Management, Project Management, Risk Management, Sales, Strategy, Talent Management, Business Analysis
Education
Ecole supérieure de Commerce de Montpellier 2003 — 2004
Erasmus scholarship, Business Administration and Management, General
University of Pécs, Faculty of Economics 1999 — 2004
Master of Science (MSc), Economics
Giovanna Mondavi Giovanna Mondavi's Pioneer Investments Experience January 2013 - June 2013
Job Student at Northeastern University
Industry Marketing and Advertising
Experience
Dark Matter Wines 2006 - Present
Pioneer Investments January 2013 - June 2013
New York City Wine & Food Festival January 2012 - June 2012
Rutherford Grill June 2011 - August 2011
Charles Krug Winery June 2005 - August 2010
Skills
Highly personable, Organizational..., Highly Dedicated, Responsible, Mature, Experience with Excel, Editing, PowerPoint, Public Speaking, Management, Public Relations, Sales
Education
Northeastern University 2010 — 2015
Brentwood College Prep 2005 — 2010
Dark Matter Wines 2006 - Present
Pioneer Investments January 2013 - June 2013
New York City Wine & Food Festival January 2012 - June 2012
Rutherford Grill June 2011 - August 2011
Charles Krug Winery June 2005 - August 2010
Skills
Highly personable, Organizational..., Highly Dedicated, Responsible, Mature, Experience with Excel, Editing, PowerPoint, Public Speaking, Management, Public Relations, Sales
Education
Northeastern University 2010 — 2015
Brentwood College Prep 2005 — 2010
Connor Thornton's Pioneer Investments Experience January 2010 - June 2010
Job Account Manager | Western Michigan
Industry Information Technology and Services
Experience
EMC February 2015 - Present
EMC August 2014 - February 2015
Hercules Technology Growth Capital January 2012 - August 2014
Goldman Sachs January 2011 - July 2011
IDEA Venture Accelerator 2011 - 2011
Pioneer Investments January 2010 - June 2010
Skills
Financial Modeling, Due Diligence, Venture Financing, Credit Risk, Technology, Cleantech, Life Sciences, Business Analysis, Valuation, Microsoft Excel, Financial Reporting, Financial Research, Bloomberg, Financial Analysis, Capital IQ, Growth Capital, Venture Debt, Venture Capital, Entrepreneurship
Education
Northeastern University 2008 — 2013
Bachelor of Science (B.S.), Business - Finance / Management, Magna Cum Laude
London School of Economics and Political Science 2011 — 2011
Certificate, Financial Markets, Bargaining and Negotiation
EMC February 2015 - Present
EMC August 2014 - February 2015
Hercules Technology Growth Capital January 2012 - August 2014
Goldman Sachs January 2011 - July 2011
IDEA Venture Accelerator 2011 - 2011
Pioneer Investments January 2010 - June 2010
Skills
Financial Modeling, Due Diligence, Venture Financing, Credit Risk, Technology, Cleantech, Life Sciences, Business Analysis, Valuation, Microsoft Excel, Financial Reporting, Financial Research, Bloomberg, Financial Analysis, Capital IQ, Growth Capital, Venture Debt, Venture Capital, Entrepreneurship
Education
Northeastern University 2008 — 2013
Bachelor of Science (B.S.), Business - Finance / Management, Magna Cum Laude
London School of Economics and Political Science 2011 — 2011
Certificate, Financial Markets, Bargaining and Negotiation
Shawn Bowen Shawn Bowen's Pioneer Investments Experience 2005 - 2007
Job Owner at Codega + Co LLC
Industry Investment Management
Experience
Codega + Co LLC 2009 - Present
BNP Paribas 2007 - Present
Pioneer Investments 2005 - 2007
Latent Zero 2003 - 2005
Adams, Harkness & Hill 2000 - 2003
Skills
Sentinel, Business Analyst, Order Management, Asset Management, Fidessa, Minerva, Electronic Trading, Equities, Investment Management
Education
Tulane University 1994 — 1998
BA
New England School of Law
Codega + Co LLC 2009 - Present
BNP Paribas 2007 - Present
Pioneer Investments 2005 - 2007
Latent Zero 2003 - 2005
Adams, Harkness & Hill 2000 - 2003
Skills
Sentinel, Business Analyst, Order Management, Asset Management, Fidessa, Minerva, Electronic Trading, Equities, Investment Management
Education
Tulane University 1994 — 1998
BA
New England School of Law
Matt Medeiros, CIC, ARM Matt Medeiros, CIC, ARM's Pioneer Investments Experience January 2003 - December 2003
Job Insurance Broker, Risk Management Consultant, Lowering the cost of risk through comprehensive Risk Management techniques
Industry Insurance
Experience
Arthur J. Gallagher & Co. February 2009 - Present
Liberty Mutual Insurance June 2005 - February 2009
Match Events Inc. January 2004 - April 2005
Pioneer Investments January 2003 - December 2003
Skills
Property & Casualty..., Commercial Insurance, Insurance, Professional Liability, Risk Management, Risk Assessment, Workers Compensation, Employment Practices..., Brokers, Health Insurance, Umbrella Insurance, Employee Benefits, Risk Analysis, Retirement, Insurance Consulting, Due Diligence, Claim, Business Development, Sales & Marketing...
Education
Northeastern University 2000 — 2005
BSBA
Chatham High School 1996 — 2000
High School Degree
Arthur J. Gallagher & Co. February 2009 - Present
Liberty Mutual Insurance June 2005 - February 2009
Match Events Inc. January 2004 - April 2005
Pioneer Investments January 2003 - December 2003
Skills
Property & Casualty..., Commercial Insurance, Insurance, Professional Liability, Risk Management, Risk Assessment, Workers Compensation, Employment Practices..., Brokers, Health Insurance, Umbrella Insurance, Employee Benefits, Risk Analysis, Retirement, Insurance Consulting, Due Diligence, Claim, Business Development, Sales & Marketing...
Education
Northeastern University 2000 — 2005
BSBA
Chatham High School 1996 — 2000
High School Degree
Jim McGuire Jim McGuire's Pioneer Investments Experience September 2000 - September 2005
Job Branch Manager at Robert W. Baird and Co.
Industry Financial Services
Experience
Robert W. Baird & Co. September 2014 - Present
Wells Fargo Advisors September 2005 - September 2014
Pioneer Investments September 2000 - September 2005
Great American Financial Resources September 1998 - September 2000
IFMG 1995 - 1998
IFMG 1992 - 1995
Mass Mutual 1990 - 1992
Skills
Budgeting, Retirement, Investments, Coaching, Sales Management, Budgets, Sales, Finance, Strategic Planning, Banking, Human Resources, Leadership, Financial Services
Education
Miami University 1983 — 1988
BA, English Literature
Findlay High School 1980 — 1983
diploma, English Language and Literature, General
CAPP
Robert W. Baird & Co. September 2014 - Present
Wells Fargo Advisors September 2005 - September 2014
Pioneer Investments September 2000 - September 2005
Great American Financial Resources September 1998 - September 2000
IFMG 1995 - 1998
IFMG 1992 - 1995
Mass Mutual 1990 - 1992
Skills
Budgeting, Retirement, Investments, Coaching, Sales Management, Budgets, Sales, Finance, Strategic Planning, Banking, Human Resources, Leadership, Financial Services
Education
Miami University 1983 — 1988
BA, English Literature
Findlay High School 1980 — 1983
diploma, English Language and Literature, General
CAPP
Soo Jin Jeong Soo Jin Jeong's Pioneer Investments Experience July 2006 - December 2006
Job Senior Financial Markets Analyst
Industry Financial Services
Experience
Fidelity Investments May 2011 - Present
Korea Investment & Securities Co., Ltd July 2010 - August 2010
Merrill Lynch January 2008 - June 2008
Pioneer Investments July 2006 - December 2006
Skills
Risk Management, Valuation, Bloomberg Terminal, Matlab
Education
Northeastern University
BA, Accounting/Finance
Fidelity Investments May 2011 - Present
Korea Investment & Securities Co., Ltd July 2010 - August 2010
Merrill Lynch January 2008 - June 2008
Pioneer Investments July 2006 - December 2006
Skills
Risk Management, Valuation, Bloomberg Terminal, Matlab
Education
Northeastern University
BA, Accounting/Finance
Gloria Casallas Gloria Casallas's Pioneer Investments Experience September 2003 - Present
Job at Pioneer Investments
Industry Information Technology and Services
Experience
Pioneer Investments September 2003 - Present
Skills
Leadership, Project Management, Process Improvement, Disaster Recovery, Microsoft Excel, IT Management, Customer Service, Management, Asset Managment, Technical Support, System Administration, Active Directory, Troubleshooting, Training, Testing, Windows, Vendor Management, Software Documentation, SharePoint, Analysis, Asset Management
Education
Newbury College 1996 — 1999
Associates Degree, Business Management
Revere High School 1991 — 1995
High School Diploma
Pioneer Investments September 2003 - Present
Skills
Leadership, Project Management, Process Improvement, Disaster Recovery, Microsoft Excel, IT Management, Customer Service, Management, Asset Managment, Technical Support, System Administration, Active Directory, Troubleshooting, Training, Testing, Windows, Vendor Management, Software Documentation, SharePoint, Analysis, Asset Management
Education
Newbury College 1996 — 1999
Associates Degree, Business Management
Revere High School 1991 — 1995
High School Diploma
Olivia St. Martin Olivia St. Martin's Pioneer Investments Experience January 2014 - July 2014
Job Branding & Digital Communications Intern at Philips Health Systems
Industry Public Relations and Communications
Experience
Philips Health Systems June 2015 - Present
Pioneer Investments January 2014 - July 2014
PARMA Recordings June 2013 - August 2013
Martingale Wharf April 2013 - August 2013
Northeastern ResMail September 2012 - April 2013
North American Marine Underwriters July 2012 - July 2012
Foster's Downeast Clambake June 2012 - July 2012
Ken Bean Associates, LLC November 2010 - April 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Photoshop, Social Media, Teamwork, Public Speaking, Non-profit Volunteer, Marketing, Event Planning, Engaging Public Speaker, Digital Media, Communication Skills, Community Outreach, Time Management, Organizational..., Highly Reliable, Social Networking
Education
Northeastern University 2012 — 2017
Communication and Media Studies
Exeter High School 2008 — 2012
High School Diploma
Philips Health Systems June 2015 - Present
Pioneer Investments January 2014 - July 2014
PARMA Recordings June 2013 - August 2013
Martingale Wharf April 2013 - August 2013
Northeastern ResMail September 2012 - April 2013
North American Marine Underwriters July 2012 - July 2012
Foster's Downeast Clambake June 2012 - July 2012
Ken Bean Associates, LLC November 2010 - April 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Photoshop, Social Media, Teamwork, Public Speaking, Non-profit Volunteer, Marketing, Event Planning, Engaging Public Speaker, Digital Media, Communication Skills, Community Outreach, Time Management, Organizational..., Highly Reliable, Social Networking
Education
Northeastern University 2012 — 2017
Communication and Media Studies
Exeter High School 2008 — 2012
High School Diploma
Bryn Coan's Pioneer Investments Experience January 2010 - June 2010
Job Ad Operations Associate at Digilant
Industry Marketing and Advertising
Experience
Digilant August 2012 - Present
TJX January 2011 - June 2011
Pioneer Investments January 2010 - June 2010
Chartis January 2009 - August 2009
Great Lakes Employee Benefit Services April 2008 - September 2008
Skills
Email Marketing, Advertising, Social Media Marketing, Sales, Digital Marketing, Facebook, Management, Marketing, Microsoft Excel, Online Advertising
Education
Northeastern University 2007 — 2012
Bachelor of Science in Business Administration, Marketing, Finance and Insurance
Digilant August 2012 - Present
TJX January 2011 - June 2011
Pioneer Investments January 2010 - June 2010
Chartis January 2009 - August 2009
Great Lakes Employee Benefit Services April 2008 - September 2008
Skills
Email Marketing, Advertising, Social Media Marketing, Sales, Digital Marketing, Facebook, Management, Marketing, Microsoft Excel, Online Advertising
Education
Northeastern University 2007 — 2012
Bachelor of Science in Business Administration, Marketing, Finance and Insurance
Joshua Cheng Yu Zhang Joshua Cheng Yu Zhang's Pioneer Investments Experience September 2012 - October 2012
Job Graduate Student in Finance at MIT Sloan
Industry Financial Services
Experience
EXALTARE Capital Partners, LLC July 2013 - Present
Allied Minds, Inc. January 2013 - February 2013
BNY Mellon November 2012 - December 2012
Pioneer Investments September 2012 - October 2012
Shenyin & Wanguo Securities Co., Ltd. July 2011 - September 2011
Skills
Bloomberg, Financial Modeling, Corporate Finance, Matlab, Backtesting, Asset Allocation, Tactical Asset..., Capital IQ, Venture Capital, Institutional..., Financial Statement..., Quantitative Finance, Optimizations, Valuation, Fixed Income, Economics, Private Equity, Due Diligence, Strategic Planning, LBO, Time Series Analysis, Monte Carlo Simulation, Quantitative Analytics, Financial Analysis, Optimization, Equity Valuation, Financial Markets
Education
Massachusetts Institute of Technology 2012 — 2013
Master of Finance, Finance, General, 4.9/5.0
Zhejiang University 2008 — 2012
Bachelor of Economics, Economics, 4.0/4.0(Major), 3.93/4.0(Cumulative)
EXALTARE Capital Partners, LLC July 2013 - Present
Allied Minds, Inc. January 2013 - February 2013
BNY Mellon November 2012 - December 2012
Pioneer Investments September 2012 - October 2012
Shenyin & Wanguo Securities Co., Ltd. July 2011 - September 2011
Skills
Bloomberg, Financial Modeling, Corporate Finance, Matlab, Backtesting, Asset Allocation, Tactical Asset..., Capital IQ, Venture Capital, Institutional..., Financial Statement..., Quantitative Finance, Optimizations, Valuation, Fixed Income, Economics, Private Equity, Due Diligence, Strategic Planning, LBO, Time Series Analysis, Monte Carlo Simulation, Quantitative Analytics, Financial Analysis, Optimization, Equity Valuation, Financial Markets
Education
Massachusetts Institute of Technology 2012 — 2013
Master of Finance, Finance, General, 4.9/5.0
Zhejiang University 2008 — 2012
Bachelor of Economics, Economics, 4.0/4.0(Major), 3.93/4.0(Cumulative)
Bob Wymes Bob Wymes's Pioneer Investments Experience September 2006 - April 2008
Job AVPPrivate Equity at Private Equity
Industry Financial Services
Experience
Boys youth lacrosse coach June 2013 - Present
Private Equity July 2009 - April 2013
John Hancock 2008 - 2009
Pioneer Investments September 2006 - April 2008
Brown Brothers Harriman December 2004 - September 2006
Fidelity Investments February 1996 - October 2001
Skills
Financial Services, Asset Managment, Investments, Derivatives, Fixed Income, Equities, Securities, Hedge Funds, Mutual Funds, Investment Advisory, Capital Markets, Trading, Portfolio Management, Investment Strategies, Bloomberg, Bonds, Alternative Investments, Risk Management, Financial Analysis, Series 7, Series 63, Financial Markets, Investment Management, Asset Allocation, Equity Trading, Securities Lending, FX Options, Middle Office, Series 24, Options, Investment Banking, Relationship Management, Private Equity, Valuation, Settlement, Trading Systems, Asset Management
Education
Northeastern University 1987 — 1992
BS
East Hampton High School 1983 — 1987
Boys youth lacrosse coach June 2013 - Present
Private Equity July 2009 - April 2013
John Hancock 2008 - 2009
Pioneer Investments September 2006 - April 2008
Brown Brothers Harriman December 2004 - September 2006
Fidelity Investments February 1996 - October 2001
Skills
Financial Services, Asset Managment, Investments, Derivatives, Fixed Income, Equities, Securities, Hedge Funds, Mutual Funds, Investment Advisory, Capital Markets, Trading, Portfolio Management, Investment Strategies, Bloomberg, Bonds, Alternative Investments, Risk Management, Financial Analysis, Series 7, Series 63, Financial Markets, Investment Management, Asset Allocation, Equity Trading, Securities Lending, FX Options, Middle Office, Series 24, Options, Investment Banking, Relationship Management, Private Equity, Valuation, Settlement, Trading Systems, Asset Management
Education
Northeastern University 1987 — 1992
BS
East Hampton High School 1983 — 1987
David Thorn David Thorn's Pioneer Investments Experience 1996 - 2001
Job Owner at Thorn Restoration & Renovation
Industry Construction
Experience
Thorn Restoration & Renovation 2007 - Present
Thorn and Maguire Home Enhancement 2001 - 2007
Pioneer Investments 1996 - 2001
Fastenal 1994 - 1996
Skills
Historical Restoration, Renovation
Education
New England College 1989 — 1993
BA, Art
Thorn Restoration & Renovation 2007 - Present
Thorn and Maguire Home Enhancement 2001 - 2007
Pioneer Investments 1996 - 2001
Fastenal 1994 - 1996
Skills
Historical Restoration, Renovation
Education
New England College 1989 — 1993
BA, Art
Koshal Yerramsetty Koshal Yerramsetty's Pioneer Investments Experience July 2014 - December 2014
Job Student at Northeastern University
Industry Financial Services
Experience
Pioneer Investments July 2014 - December 2014
Santander Bank, N.A. July 2013 - December 2013
Navayuga Group July 2012 - August 2012
Skills
PowerPoint, Microsoft Office, QlikView, SAP Orion, Microsoft Excel, Microsoft Word, Research, Teamwork, Social Media, Public Speaking, English, Project Delivery, Project Planning
Education
Northeastern University 2010 — 2015
Bachelor of Business Administration (BBA), Finance, General
Hyderabad Public School 1996 — 2010
Pioneer Investments July 2014 - December 2014
Santander Bank, N.A. July 2013 - December 2013
Navayuga Group July 2012 - August 2012
Skills
PowerPoint, Microsoft Office, QlikView, SAP Orion, Microsoft Excel, Microsoft Word, Research, Teamwork, Social Media, Public Speaking, English, Project Delivery, Project Planning
Education
Northeastern University 2010 — 2015
Bachelor of Business Administration (BBA), Finance, General
Hyderabad Public School 1996 — 2010
Javier A. Roman Javier A. Roman's Pioneer Investments Experience January 2010 - June 2010
Job Airfreight Coordinator at Kuehne + Nagel
Industry Logistics and Supply Chain
Experience
Kuehne + Nagel June 2013 - Present
Gambaru Corp July 2011 - May 2014
Kuehne + Nagel September 2012 - June 2013
Northeastern University September 2007 - May 2012
KPMG January 2011 - June 2011
Pioneer Investments January 2010 - June 2010
MIT January 2009 - June 2009
Logan Communications June 2007 - August 2008
Skills
Accounting, Auditing, Microsoft Excel, Analysis, Air Freight, QuickBooks, Finance, SAP, Brio Query, Oracle, Microsoft Office, Freight Forwarding, Transportation..., Microsoft Word, IATA, AS400 system, Bookkeeping, Payroll, Financial Analysis, PeopleSoft, Bloomberg Terminal, Negotiation, P&L Analysis, Supplier Risk Management, Management
Education
Northeastern University 2007 — 2012
Bachelor of Science, Accounting, Supply Chain Management
Guamani Private School 2005 — 2007
High School Diploma
Kuehne + Nagel June 2013 - Present
Gambaru Corp July 2011 - May 2014
Kuehne + Nagel September 2012 - June 2013
Northeastern University September 2007 - May 2012
KPMG January 2011 - June 2011
Pioneer Investments January 2010 - June 2010
MIT January 2009 - June 2009
Logan Communications June 2007 - August 2008
Skills
Accounting, Auditing, Microsoft Excel, Analysis, Air Freight, QuickBooks, Finance, SAP, Brio Query, Oracle, Microsoft Office, Freight Forwarding, Transportation..., Microsoft Word, IATA, AS400 system, Bookkeeping, Payroll, Financial Analysis, PeopleSoft, Bloomberg Terminal, Negotiation, P&L Analysis, Supplier Risk Management, Management
Education
Northeastern University 2007 — 2012
Bachelor of Science, Accounting, Supply Chain Management
Guamani Private School 2005 — 2007
High School Diploma
Vicky Joo Vicky Joo's Pioneer Investments Experience July 2013 - December 2013
Job Tax Intern at Wolf & Company, P.C.
Industry Accounting
Experience
Wolf & Company, P.C. January 2015 - Present
Tufts Medical Center November 2014 - December 2014
Pioneer Investments July 2013 - December 2013
Northeastern University September 2010 - June 2013
Ogilvy CommonHealth Worldwide April 2012 - July 2012
Hotel Riviera June 2008 - August 2008
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Financial Accounting, Financial Analysis, PeopleSoft, nVision, Microsoft Dynamics GP, Citrix
Education
Northeastern University 2009 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Marketing
Wasatch Academy 2007 — 2009
Wolf & Company, P.C. January 2015 - Present
Tufts Medical Center November 2014 - December 2014
Pioneer Investments July 2013 - December 2013
Northeastern University September 2010 - June 2013
Ogilvy CommonHealth Worldwide April 2012 - July 2012
Hotel Riviera June 2008 - August 2008
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Financial Accounting, Financial Analysis, PeopleSoft, nVision, Microsoft Dynamics GP, Citrix
Education
Northeastern University 2009 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Marketing
Wasatch Academy 2007 — 2009
Nathaniel Avenmarg Nathaniel Avenmarg's Pioneer Investments Experience July 2012 - August 2012
Job Financial Analyst at KPMG US
Industry Financial Services
Experience
KPMG US June 2015 - Present
KPMG US November 2013 - Present
Hoyer Global Transport March 2013 - July 2013
Pioneer Investments July 2012 - August 2012
Walnut Capital Management August 2011 - October 2011
iResQ June 2008 - August 2009
Missouri State University January 2004 - December 2005
Skills
Budgets, Analysis, Management
Education
Missouri State University 2009 — 2011
Master of Business Administration, Finance & General Business
Missouri State University 2002 — 2008
B.S. Media Business Operations, Media Management
KPMG US June 2015 - Present
KPMG US November 2013 - Present
Hoyer Global Transport March 2013 - July 2013
Pioneer Investments July 2012 - August 2012
Walnut Capital Management August 2011 - October 2011
iResQ June 2008 - August 2009
Missouri State University January 2004 - December 2005
Skills
Budgets, Analysis, Management
Education
Missouri State University 2009 — 2011
Master of Business Administration, Finance & General Business
Missouri State University 2002 — 2008
B.S. Media Business Operations, Media Management
Blake Jones Blake Jones's Pioneer Investments Experience January 2008 - February 2011
Job Senior Regional Director at Virtus Investment Partners
Industry Investment Management
Experience
Virtus Investment Partners Senior Vice PresidentPioneer InvestmentsOctober 2013 - July 2015
RidgeWorth Investments February 2011 - October 2013
Pioneer Investments January 2008 - February 2011
Morgan Keegan September 2006 - January 2008
Skills
Public Speaking, Marketing Strategy, Mutual Funds, Series 7, Separately Managed..., Business Development, Series 65, Private Pilot, Client Aquisition, Investments, Investment Strategies, Building Relationships, Business Relationship..., Sales Presentations, Sales, Fixed Income, Equities, Football, College Football, Investment Promotion, 401k, Series 6, Series 63
Education
Mississippi State University 1999 — 2004
Bachelor of Science (BS), Marketing
Virtus Investment Partners Senior Vice PresidentPioneer InvestmentsOctober 2013 - July 2015
RidgeWorth Investments February 2011 - October 2013
Pioneer Investments January 2008 - February 2011
Morgan Keegan September 2006 - January 2008
Skills
Public Speaking, Marketing Strategy, Mutual Funds, Series 7, Separately Managed..., Business Development, Series 65, Private Pilot, Client Aquisition, Investments, Investment Strategies, Building Relationships, Business Relationship..., Sales Presentations, Sales, Fixed Income, Equities, Football, College Football, Investment Promotion, 401k, Series 6, Series 63
Education
Mississippi State University 1999 — 2004
Bachelor of Science (BS), Marketing
John Pedreros John Pedreros's Pioneer Investments Experience October 2005 - June 2015
Job VP, Account Management at eVestment
Industry Financial Services
Experience
eVestment July 2015 - Present
Pioneer Investments October 2005 - June 2015
MFS Investment Management August 1999 - October 2005
State Street Bank September 1996 - August 1999
Skills
Project Management, CRM, Proposal Writing, Marketing, Business Analysis, Process Improvement, Business Development, Investments, Series 7, Series 6, Series 63
Education
Suffolk University - Sawyer School of Management 1998 — 2000
Master of Business Administration (M.B.A.), Finance
Northeastern University 1991 — 1996
Bachelor’s Degree, Finance & Marketing
Boston College High School 1987 — 1991
High School
eVestment July 2015 - Present
Pioneer Investments October 2005 - June 2015
MFS Investment Management August 1999 - October 2005
State Street Bank September 1996 - August 1999
Skills
Project Management, CRM, Proposal Writing, Marketing, Business Analysis, Process Improvement, Business Development, Investments, Series 7, Series 6, Series 63
Education
Suffolk University - Sawyer School of Management 1998 — 2000
Master of Business Administration (M.B.A.), Finance
Northeastern University 1991 — 1996
Bachelor’s Degree, Finance & Marketing
Boston College High School 1987 — 1991
High School
Emily Taylor, AIF®'s Pioneer Investments Experience April 2013 - Present
Job Vice President, Inside Sales and Events at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments April 2013 - Present
Pioneer Investments August 2005 - April 2013
Pioneer Investments March 2004 - August 2005
John Hancock Funds April 2001 - March 2004
ADP January 2000 - April 2001
Skills
Investments, Series 63, Series 7, Asset Allocation, Mutual Funds, Coaching, Wealth Management, Asset Management, Great Motivator, Leadership Development, Series 6, Retirement Planning, Alternative Investments, Fixed Annuities, Securities, FINRA, Investment Advisory, Series 24, Retirement, Investment Strategies, Separately Managed..., 401k, Financial Services
Education
University of New Orleans 1990 — 1994
Lesley University
Business, Management, Marketing, and Related Support Services
Pioneer Investments April 2013 - Present
Pioneer Investments August 2005 - April 2013
Pioneer Investments March 2004 - August 2005
John Hancock Funds April 2001 - March 2004
ADP January 2000 - April 2001
Skills
Investments, Series 63, Series 7, Asset Allocation, Mutual Funds, Coaching, Wealth Management, Asset Management, Great Motivator, Leadership Development, Series 6, Retirement Planning, Alternative Investments, Fixed Annuities, Securities, FINRA, Investment Advisory, Series 24, Retirement, Investment Strategies, Separately Managed..., 401k, Financial Services
Education
University of New Orleans 1990 — 1994
Lesley University
Business, Management, Marketing, and Related Support Services
Erika Wong's Pioneer Investments Experience December 2004 - June 2005
Job Director of Marketing Automation at Intralinks
Industry Marketing and Advertising
Experience
Intralinks September 2014 - Present
Forrester Research January 2013 - August 2014
Forrester Research July 2010 - December 2012
Forrester Research February 2009 - June 2010
Forrester Research July 2007 - January 2009
KRC Research August 2006 - June 2007
Merrill Lynch January 2006 - June 2006
Pioneer Investments December 2004 - June 2005
McGraw-Hill Higher Education April 2004 - December 2004
Skills
Email Marketing, Lead Generation, Salesforce.com, Marketing Automation, Digital Marketing, Demand Generation, Analytics, Direct Marketing, Strategy, Eloqua, Marketing Research, B2B Marketing, HTML, Web Analytics, Digital Strategy, Marketing Communications, Multi-channel Marketing, Social Media Marketing, Pardot, Marketing Operations, Content Marketing, Google Adwords, Contact Strategy, A/B testing, Forms, Siebel, Omniture, CSS
Education
Northeastern University 2003 — 2008
Bachelor of Science (B.S.), Marketing, Management
Intralinks September 2014 - Present
Forrester Research January 2013 - August 2014
Forrester Research July 2010 - December 2012
Forrester Research February 2009 - June 2010
Forrester Research July 2007 - January 2009
KRC Research August 2006 - June 2007
Merrill Lynch January 2006 - June 2006
Pioneer Investments December 2004 - June 2005
McGraw-Hill Higher Education April 2004 - December 2004
Skills
Email Marketing, Lead Generation, Salesforce.com, Marketing Automation, Digital Marketing, Demand Generation, Analytics, Direct Marketing, Strategy, Eloqua, Marketing Research, B2B Marketing, HTML, Web Analytics, Digital Strategy, Marketing Communications, Multi-channel Marketing, Social Media Marketing, Pardot, Marketing Operations, Content Marketing, Google Adwords, Contact Strategy, A/B testing, Forms, Siebel, Omniture, CSS
Education
Northeastern University 2003 — 2008
Bachelor of Science (B.S.), Marketing, Management
Emily Resciniti's Pioneer Investments Experience July 2014 - January 2015
Job Student at Northeastern University
Industry Human Resources
Experience
Liberty Mutual Insurance July 2015 - Present
Root Cause January 2015 - April 2015
Pioneer Investments July 2014 - January 2015
Root Cause September 2013 - May 2014
Root Cause January 2013 - June 2013
Skills
Microsoft Excel, Research, Writing, Analytical Skills, Microsoft Word
Education
Northeastern University 2011 — 2016
Candidate for Bachelor of Arts, Cultural Anthropology
Delone Catholic High School 2007 — 2011
diploma
Liberty Mutual Insurance July 2015 - Present
Root Cause January 2015 - April 2015
Pioneer Investments July 2014 - January 2015
Root Cause September 2013 - May 2014
Root Cause January 2013 - June 2013
Skills
Microsoft Excel, Research, Writing, Analytical Skills, Microsoft Word
Education
Northeastern University 2011 — 2016
Candidate for Bachelor of Arts, Cultural Anthropology
Delone Catholic High School 2007 — 2011
diploma
Venkata Ramana Thumu Venkata Ramana Thumu's Pioneer Investments Experience 1999 - 2000
Job Director of Software Development at Datacolor
Industry Computer Software
Experience
Datacolor January 2014 - Present
Datacolor March 2012 - December 2013
Datacolor March 2003 - February 2012
Datacolor May 2000 - February 2003
Pioneer Investments 1999 - 2000
Wipro Technologies 1996 - 1999
Skills
Software Development, Web Services, Agile Methodologies, Software Project...
Education
National Institute of Technology Warangal
Datacolor January 2014 - Present
Datacolor March 2012 - December 2013
Datacolor March 2003 - February 2012
Datacolor May 2000 - February 2003
Pioneer Investments 1999 - 2000
Wipro Technologies 1996 - 1999
Skills
Software Development, Web Services, Agile Methodologies, Software Project...
Education
National Institute of Technology Warangal
Christine Casey Christine Casey's Pioneer Investments Experience January 2012 - June 2012
Job Account Executive at DigitasLBi_US
Industry Public Relations and Communications
Experience
DigitasLBi_US September 2015 - Present
Full Contact Advertising September 2014 - April 2015
DigitasLBi_US June 2014 - August 2014
VMware January 2013 - August 2013
Pioneer Investments January 2012 - June 2012
Northeastern University September 2010 - February 2012
Swap.com May 2011 - August 2011
The Law Offices of Donna M. Ashton July 2010 - September 2010
Skills
Time Management, Organizing, Punctual, Corporate Communications, Public Relations, Public Speaking, Microsoft Office
Education
Northeastern University 2010 — 2015
Bachelor of Arts and Science, Communication Studies
Winchester High School 2006 — 2010
Diploma
DigitasLBi_US September 2015 - Present
Full Contact Advertising September 2014 - April 2015
DigitasLBi_US June 2014 - August 2014
VMware January 2013 - August 2013
Pioneer Investments January 2012 - June 2012
Northeastern University September 2010 - February 2012
Swap.com May 2011 - August 2011
The Law Offices of Donna M. Ashton July 2010 - September 2010
Skills
Time Management, Organizing, Punctual, Corporate Communications, Public Relations, Public Speaking, Microsoft Office
Education
Northeastern University 2010 — 2015
Bachelor of Arts and Science, Communication Studies
Winchester High School 2006 — 2010
Diploma
Sandra Squires's Pioneer Investments Experience January 2015 - June 2015
Job Corporate Communications Coop at Pioneer Investments
Industry Public Relations and Communications
Experience
Northeastern University June 2012 - Present
Pioneer Investments January 2015 - June 2015
Version 2.0 Communications January 2014 - June 2014
Rent The Runway August 2012 - January 2014
Abercrombie & Fitch January 2011 - December 2013
Skills
Social Media, Social Networking, Social Media Marketing, Microsoft Office, Blogging, Public Relations, Press Releases, Customer Service, Adobe Creative Suite, Photoshop
Education
Northeastern University 2012 — 2016
Candidate for Bachelors of Arts in Communication Studies
Suffolk University 2011 — 2012
Communications & Public Relations
Northeastern University June 2012 - Present
Pioneer Investments January 2015 - June 2015
Version 2.0 Communications January 2014 - June 2014
Rent The Runway August 2012 - January 2014
Abercrombie & Fitch January 2011 - December 2013
Skills
Social Media, Social Networking, Social Media Marketing, Microsoft Office, Blogging, Public Relations, Press Releases, Customer Service, Adobe Creative Suite, Photoshop
Education
Northeastern University 2012 — 2016
Candidate for Bachelors of Arts in Communication Studies
Suffolk University 2011 — 2012
Communications & Public Relations
Christopher Caron's Pioneer Investments Experience July 2008 - Present
Job Senior Tax Specialist at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments July 2008 - Present
Pioneer Investments June 2007 - July 2008
Enterprise Rent-A-Car June 2006 - April 2007
Skills
Mutual Funds, Accounting, Financial Statements, Accruals, Bloomberg
Education
University of Massachusetts Boston 2011 — 2014
Masters, Accounting, 3.8
Merrimack College 2003 — 2007
Bachelors of Science in Business Adminstration, International Business, French, Economics
Boston College High School 1999 — 2003
Pioneer Investments July 2008 - Present
Pioneer Investments June 2007 - July 2008
Enterprise Rent-A-Car June 2006 - April 2007
Skills
Mutual Funds, Accounting, Financial Statements, Accruals, Bloomberg
Education
University of Massachusetts Boston 2011 — 2014
Masters, Accounting, 3.8
Merrimack College 2003 — 2007
Bachelors of Science in Business Adminstration, International Business, French, Economics
Boston College High School 1999 — 2003
Timothy Gannon Timothy Gannon's Pioneer Investments Experience October 2010 - July 2012
Job Vice President, Client Advisor DCIS at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management July 2012 - Present
Pioneer Investments October 2010 - July 2012
Columbia Funds January 2000 - October 2010
Skills
401k, Mutual Funds, Series 63, Series 7, Asset Allocation, Investments, Retirement Planning, Retirement, Wealth Management, Financial Services, Asset Management
Education
Merrimack College 1991 — 1995
Bachelors, Psychology
J.P. Morgan Asset Management July 2012 - Present
Pioneer Investments October 2010 - July 2012
Columbia Funds January 2000 - October 2010
Skills
401k, Mutual Funds, Series 63, Series 7, Asset Allocation, Investments, Retirement Planning, Retirement, Wealth Management, Financial Services, Asset Management
Education
Merrimack College 1991 — 1995
Bachelors, Psychology
Devin Engel Devin Engel's Pioneer Investments Experience January 2009 - June 2009
Job Compensation Analyst at Uber
Industry Information Technology and Services
Experience
Uber June 2015 - Present
Franklin Templeton Investments June 2014 - June 2015
Compensia August 2012 - June 2014
Blue Shield of California June 2012 - August 2012
IBM July 2011 - December 2011
Gexpro July 2010 - December 2010
Pioneer Investments January 2009 - June 2009
Skills
Data Analysis, Lotus Notes, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Process Improvement, Training, Recruiting, Analysis, Human Resources, Marketing, Management, Accounting, French, Strategy, Consulting, Financial Analysis, Analytics
Education
Northeastern University 2007 — 2012
Bachelor of Science (B.S.), Finance
AUP (American University of Paris) 2010 — 2010
French, Business Administration
CEFAM (Centre D'etudes Franco Americain de Management) 2009 — 2010
Business Administration
Uber June 2015 - Present
Franklin Templeton Investments June 2014 - June 2015
Compensia August 2012 - June 2014
Blue Shield of California June 2012 - August 2012
IBM July 2011 - December 2011
Gexpro July 2010 - December 2010
Pioneer Investments January 2009 - June 2009
Skills
Data Analysis, Lotus Notes, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Process Improvement, Training, Recruiting, Analysis, Human Resources, Marketing, Management, Accounting, French, Strategy, Consulting, Financial Analysis, Analytics
Education
Northeastern University 2007 — 2012
Bachelor of Science (B.S.), Finance
AUP (American University of Paris) 2010 — 2010
French, Business Administration
CEFAM (Centre D'etudes Franco Americain de Management) 2009 — 2010
Business Administration
Lucas Starr Lucas Starr's Pioneer Investments Experience July 2015 - Present
Job Business Development and Sales Operations
Industry Marketing and Advertising
Experience
Pioneer Investments July 2015 - Present
Garber Brothers Inc June 2014 - December 2014
Skills
Microsoft Office, Teamwork, Time Management, Financial Analysis, Microsoft Word, PowerPoint, Research, Leadership, Customer Service, Business Development, Nonprofits, Sales, Marketing
Education
Northeastern University 2012 — 2017
BSBA, Finance, Marketing, with a minor in International Affairs, 3.7
Northeastern University 2012 — 2017
Pioneer Investments July 2015 - Present
Garber Brothers Inc June 2014 - December 2014
Skills
Microsoft Office, Teamwork, Time Management, Financial Analysis, Microsoft Word, PowerPoint, Research, Leadership, Customer Service, Business Development, Nonprofits, Sales, Marketing
Education
Northeastern University 2012 — 2017
BSBA, Finance, Marketing, with a minor in International Affairs, 3.7
Northeastern University 2012 — 2017
Madeleine Vaudo Madeleine Vaudo's Pioneer Investments Experience July 2013 - May 2014
Job Account Manager, Strategic Partnerships at Vistaprint
Industry Marketing and Advertising
Experience
Vistaprint August 2014 - Present
Pioneer Investments July 2013 - May 2014
Wayfair July 2012 - December 2012
Tufts Health Plan January 2011 - June 2011
Skills
SQL, OS X, Microsoft Office, Data Analysis, Social Media, Marketing, Eclipse, Photoshop, Facebook, Microsoft Excel, E-commerce, Merchandising, Offshore Operations, Team Management, Sales Analysis, PowerPoint, Microsoft Word, Windows, SPSS, Business Development, Account Management, Strategic Partnerships
Education
Northeastern University 2009 — 2014
Bachelor of Science, Information Science and Marketing
The American University of Rome 2012 — 2012
Vistaprint August 2014 - Present
Pioneer Investments July 2013 - May 2014
Wayfair July 2012 - December 2012
Tufts Health Plan January 2011 - June 2011
Skills
SQL, OS X, Microsoft Office, Data Analysis, Social Media, Marketing, Eclipse, Photoshop, Facebook, Microsoft Excel, E-commerce, Merchandising, Offshore Operations, Team Management, Sales Analysis, PowerPoint, Microsoft Word, Windows, SPSS, Business Development, Account Management, Strategic Partnerships
Education
Northeastern University 2009 — 2014
Bachelor of Science, Information Science and Marketing
The American University of Rome 2012 — 2012
Elizabeth Folan Elizabeth Folan's Pioneer Investments Experience June 2009 - August 2010
Job Physician Liaison at Tufts Medical Center
Industry Hospital & Health Care
Experience
Tufts Medical Center April 2015 - Present
Tufts Medical Center June 2014 - April 2015
Northeastern University July 2011 - April 2014
Cooley Manion Jones LLP January 2013 - June 2013
Rich May, P.C. January 2012 - June 2012
Boston Bar Association January 2011 - June 2011
Pioneer Investments June 2009 - August 2010
Skills
Microsoft Office, Editing, Public Speaking, Microsoft Word, Research, Microsoft Excel, Community Outreach, Facebook, Outlook, Event Planning, Social Networking
Education
Northeastern University 2009 — 2014
English, English, Italian, & Psychology
Our Lady of Nazareth Academy 2005 — 2009
High School
Tufts Medical Center April 2015 - Present
Tufts Medical Center June 2014 - April 2015
Northeastern University July 2011 - April 2014
Cooley Manion Jones LLP January 2013 - June 2013
Rich May, P.C. January 2012 - June 2012
Boston Bar Association January 2011 - June 2011
Pioneer Investments June 2009 - August 2010
Skills
Microsoft Office, Editing, Public Speaking, Microsoft Word, Research, Microsoft Excel, Community Outreach, Facebook, Outlook, Event Planning, Social Networking
Education
Northeastern University 2009 — 2014
English, English, Italian, & Psychology
Our Lady of Nazareth Academy 2005 — 2009
High School
James Martin Tan's Pioneer Investments Experience January 2014 - July 2014
Job Sales & Marketing CoOp at BlueConic
Industry Marketing and Advertising
Experience
BlueConic January 2015 - June 2015
Pioneer Investments January 2014 - July 2014
Bergen County Academies June 2010 - June 2013
Slocum Skewes School November 2011 - May 2012
Deutsche Bank June 2011 - September 2011
Skills
Social Media, Tumblr, Blogging, Microsoft Word, Teaching, Public Speaking, Facebook, Twitter, Leadership, PowerPoint, HTML, Asian American Studies, Food, Team-oriented, Microsoft Excel, Mathematica, LinkedIn, Social Media Marketing, Team Leadership, Guitarist, Team Management, Student Counseling, Flexibility, Salesforce.com
Education
Northeastern University 2012 — 2017
Business, Finance, Sophomore
Bergen County Academies 2008 — 2012
High School Diploma, Culinary Arts and Hotel Administration
BlueConic January 2015 - June 2015
Pioneer Investments January 2014 - July 2014
Bergen County Academies June 2010 - June 2013
Slocum Skewes School November 2011 - May 2012
Deutsche Bank June 2011 - September 2011
Skills
Social Media, Tumblr, Blogging, Microsoft Word, Teaching, Public Speaking, Facebook, Twitter, Leadership, PowerPoint, HTML, Asian American Studies, Food, Team-oriented, Microsoft Excel, Mathematica, LinkedIn, Social Media Marketing, Team Leadership, Guitarist, Team Management, Student Counseling, Flexibility, Salesforce.com
Education
Northeastern University 2012 — 2017
Business, Finance, Sophomore
Bergen County Academies 2008 — 2012
High School Diploma, Culinary Arts and Hotel Administration
Kimberly Jedrey's Pioneer Investments Experience January 2002 - April 2004
Job Sales Support
Industry Medical Devices
Experience
Hologic, Inc. November 2013 - Present
Hologic, Inc. November 2010 - November 2013
Hologic, Inc. July 2004 - November 2010
Pioneer Investments January 2002 - April 2004
QSL Corporation July 1998 - August 2003
Holmes & Associates January 2001 - January 2002
Pioneer Investments May 1999 - June 2001
Skills
Customer Service, Medical Devices, Customer Satisfaction, Healthcare, Data Entry, Outlook, Microsoft Excel, Microsoft Word, Microsoft Office, Teamwork, Troubleshooting, Quality Assurance, Team Building, Training, Process Improvement, Cross-functional Team..., Order Processing, Dispatching, Project Management, Install Base, Oracle, Visio, Call Centers, Continuous Improvement
Education
Middlesex Community College 1998 — 2000
Associates, Paralegal & Liberal Arts
Dracut Senior High 1993 — 1997
Hologic, Inc. November 2013 - Present
Hologic, Inc. November 2010 - November 2013
Hologic, Inc. July 2004 - November 2010
Pioneer Investments January 2002 - April 2004
QSL Corporation July 1998 - August 2003
Holmes & Associates January 2001 - January 2002
Pioneer Investments May 1999 - June 2001
Skills
Customer Service, Medical Devices, Customer Satisfaction, Healthcare, Data Entry, Outlook, Microsoft Excel, Microsoft Word, Microsoft Office, Teamwork, Troubleshooting, Quality Assurance, Team Building, Training, Process Improvement, Cross-functional Team..., Order Processing, Dispatching, Project Management, Install Base, Oracle, Visio, Call Centers, Continuous Improvement
Education
Middlesex Community College 1998 — 2000
Associates, Paralegal & Liberal Arts
Dracut Senior High 1993 — 1997
Kara Baird Kara Baird's Pioneer Investments Experience November 1997 - May 2001
Job Senior Vice President, Transfer Agent at Gemini Fund Services
Industry Financial Services
Experience
Gemini Fund Services May 2001 - Present
Gemini Fund Services, LLC May 2001 - June 2012
Pioneer Investments November 1997 - May 2001
Skills
Customer Service, Customer Relations, Call Center, Operations Management, Mutual Funds, Alternative Investments, Hedge Funds, Asset Management, Call Centers, Series 6, Investments, Securities, Management, Financial Services, Investment Advisory, Wealth Management, Financial Analysis, Asset Allocation, Banking
Education
Midland University 1993 — 1997
BSBA, Management and Marketing
Gemini Fund Services May 2001 - Present
Gemini Fund Services, LLC May 2001 - June 2012
Pioneer Investments November 1997 - May 2001
Skills
Customer Service, Customer Relations, Call Center, Operations Management, Mutual Funds, Alternative Investments, Hedge Funds, Asset Management, Call Centers, Series 6, Investments, Securities, Management, Financial Services, Investment Advisory, Wealth Management, Financial Analysis, Asset Allocation, Banking
Education
Midland University 1993 — 1997
BSBA, Management and Marketing
Erin Rogers Erin Rogers's Pioneer Investments Experience May 2015 - Present
Job Relationship Management Associate at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments May 2015 - Present
Pioneer Investments September 2014 - April 2015
Pioneer Investments July 2013 - September 2014
Club Monaco January 2011 - January 2014
Pioneer Investments July 2012 - January 2013
Eastward Ho! Country Club May 2010 - September 2011
Sullivan, Garrity & Donnelly Insurance December 2010 - January 2011
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Social Media, Customer Service, Marketing, Retail, Advertising, Facebook, Social Networking
Education
Northeastern University 2011 — 2014
Bachelor of Science, Economics, Business Administration
Pioneer Investments May 2015 - Present
Pioneer Investments September 2014 - April 2015
Pioneer Investments July 2013 - September 2014
Club Monaco January 2011 - January 2014
Pioneer Investments July 2012 - January 2013
Eastward Ho! Country Club May 2010 - September 2011
Sullivan, Garrity & Donnelly Insurance December 2010 - January 2011
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Social Media, Customer Service, Marketing, Retail, Advertising, Facebook, Social Networking
Education
Northeastern University 2011 — 2014
Bachelor of Science, Economics, Business Administration
Pamela Wallace Pamela Wallace's Pioneer Investments Experience January 2014 - Present
Job Marketing Compliance Anaylst at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments January 2014 - Present
Pioneer Investments November 2007 - January 2014
Pioneer Investments November 2004 - November 2007
Pioneer Investments July 2002 - November 2003
EM Parker March 2001 - June 2002
Skills
Series 6, Microsoft Excel, Microsoft Word, Subpoenas, Forgery, Baking, FINRA filings
Education
Newbury College 1994 — 1996
Associate's degree, Culinary Arts/Chef Training
Newbury College 1994 — 1996
Associate's degree, Culinary Arts/Chef Training
Pioneer Investments January 2014 - Present
Pioneer Investments November 2007 - January 2014
Pioneer Investments November 2004 - November 2007
Pioneer Investments July 2002 - November 2003
EM Parker March 2001 - June 2002
Skills
Series 6, Microsoft Excel, Microsoft Word, Subpoenas, Forgery, Baking, FINRA filings
Education
Newbury College 1994 — 1996
Associate's degree, Culinary Arts/Chef Training
Newbury College 1994 — 1996
Associate's degree, Culinary Arts/Chef Training
Marshall Cady Marshall Cady's Pioneer Investments Experience May 2015 - Present
Job Institutional Consultant Relations at Pioneer Investments
Industry Investment Management
Experience
Pioneer Investments May 2015 - Present
State Street Global Advisors July 2014 - May 2015
State Street Global Advisors January 2013 - July 2014
State Street March 2011 - January 2013
360 Huntington Fund - Northeastern University Endowment August 2011 - May 2012
Massachusetts House of Representatives March 2010 - March 2011
Massachusetts House of Representatives April 2008 - March 2010
Cetrulo & Capone September 2006 - August 2007
United States Senate June 2005 - August 2005
Skills
Mutual Funds, Securities, Equity Research, Investments, Policy Analysis, Public Policy, Government, Politics, Hedge Funds, Bloomberg, Analysis, Bloomberg Terminal, Superior Client Service, Asset Managment, Investment Management, Sales, Client Facing Skills, Product Marketing, Business Strategy, Equities, Due Diligence, Quantitative Analytics, Financial Modeling, Market Research, Analytics, Competitive Analysis, Competitive Pricing, Pricing Strategy, Financial Services, Finance, Microsoft Excel, Asset Management
Education
Northeastern University 2010 — 2012
MBA, Investments
Providence College 2002 — 2006
BA, Political Science
Pioneer Investments May 2015 - Present
State Street Global Advisors July 2014 - May 2015
State Street Global Advisors January 2013 - July 2014
State Street March 2011 - January 2013
360 Huntington Fund - Northeastern University Endowment August 2011 - May 2012
Massachusetts House of Representatives March 2010 - March 2011
Massachusetts House of Representatives April 2008 - March 2010
Cetrulo & Capone September 2006 - August 2007
United States Senate June 2005 - August 2005
Skills
Mutual Funds, Securities, Equity Research, Investments, Policy Analysis, Public Policy, Government, Politics, Hedge Funds, Bloomberg, Analysis, Bloomberg Terminal, Superior Client Service, Asset Managment, Investment Management, Sales, Client Facing Skills, Product Marketing, Business Strategy, Equities, Due Diligence, Quantitative Analytics, Financial Modeling, Market Research, Analytics, Competitive Analysis, Competitive Pricing, Pricing Strategy, Financial Services, Finance, Microsoft Excel, Asset Management
Education
Northeastern University 2010 — 2012
MBA, Investments
Providence College 2002 — 2006
BA, Political Science
Samuel Ayers's Pioneer Investments Experience January 2011 - June 2011
Job Staff Accountant at Constant Contact
Industry Computer Software
Experience
Constant Contact June 2013 - Present
Pioneer Investments January 2011 - June 2011
State Street Corporation January 2010 - June 2010
US Trust, Bank of America August 2009 - August 2009
Skills
Proficient in Microsoft..., Portfolio Management, Management, Microsoft Excel, Accounting, Data Entry, Access, Data Analysis, Finance, Financial Analysis, Financial Reporting, Microsoft Office, Microsoft Word, PowerPoint, Time Management, Outlook, Social Media
Education
Northeastern University 2008 — 2013
Bachelor of Science (B.S.), Business Administration and Management, Accounting, 3.0+
Constant Contact June 2013 - Present
Pioneer Investments January 2011 - June 2011
State Street Corporation January 2010 - June 2010
US Trust, Bank of America August 2009 - August 2009
Skills
Proficient in Microsoft..., Portfolio Management, Management, Microsoft Excel, Accounting, Data Entry, Access, Data Analysis, Finance, Financial Analysis, Financial Reporting, Microsoft Office, Microsoft Word, PowerPoint, Time Management, Outlook, Social Media
Education
Northeastern University 2008 — 2013
Bachelor of Science (B.S.), Business Administration and Management, Accounting, 3.0+
John Silverstein's Pioneer Investments Experience January 2004 - June 2004
Job International Finance at GLG (Gerson Lehrman Group)
Industry Financial Services
Experience
GLG (Gerson Lehrman Group) May 2015 - Present
Softcard (acquired by Google) January 2012 - May 2015
Synchrony Financial September 2009 - January 2012
General Electric January 2006 - January 2012
GE Appliances July 2007 - August 2009
Bain & Company May 2007 - June 2007
General Electric January 2006 - January 2007
Gillette Company January 2005 - December 2005
Pioneer Investments January 2004 - June 2004
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Analysis, Accounting, Process Improvement, Forecasting, Finance, Strategic Planning, Corporate Finance, Strategic Financial..., Managerial Finance, Variance Analysis, Cash Management, Strategic Data Analysis, New Business Development, Business Development, Mergers & Acquisitions, Team Building, Mobile Commerce, Mobile Payments, Corporate Strategy..., Customer Value, Business Strategy, Business Analysis, Business Valuation, Microsoft Office, Microsoft Excel, PowerPoint, Small Business, Key Performance..., Budgets, Auditing, Internal Audit, Account Reconciliation, Cash Flow, Financial Forecasting, Financial Risk, Hyperion Enterprise, Competitive Analysis, Strategy, Valuation, Cohort Analysis, Vintage Analysis, Digital Marketing, Advertising, Growth Hacking, Management, Leadership, Risk Management
Education
Northeastern University 2000 — 2007
BSBA, Finance and Insurance
GLG (Gerson Lehrman Group) May 2015 - Present
Softcard (acquired by Google) January 2012 - May 2015
Synchrony Financial September 2009 - January 2012
General Electric January 2006 - January 2012
GE Appliances July 2007 - August 2009
Bain & Company May 2007 - June 2007
General Electric January 2006 - January 2007
Gillette Company January 2005 - December 2005
Pioneer Investments January 2004 - June 2004
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Analysis, Accounting, Process Improvement, Forecasting, Finance, Strategic Planning, Corporate Finance, Strategic Financial..., Managerial Finance, Variance Analysis, Cash Management, Strategic Data Analysis, New Business Development, Business Development, Mergers & Acquisitions, Team Building, Mobile Commerce, Mobile Payments, Corporate Strategy..., Customer Value, Business Strategy, Business Analysis, Business Valuation, Microsoft Office, Microsoft Excel, PowerPoint, Small Business, Key Performance..., Budgets, Auditing, Internal Audit, Account Reconciliation, Cash Flow, Financial Forecasting, Financial Risk, Hyperion Enterprise, Competitive Analysis, Strategy, Valuation, Cohort Analysis, Vintage Analysis, Digital Marketing, Advertising, Growth Hacking, Management, Leadership, Risk Management
Education
Northeastern University 2000 — 2007
BSBA, Finance and Insurance
Dragos Ilie's Pioneer Investments Experience October 2007 - July 2015
Job Sr Business Consultant at LPL Financial
Industry Financial Services
Experience
LPL Financial July 2015 - Present
Pioneer Investments October 2007 - July 2015
Pioneer Investments March 2007 - October 2007
Pioneer Investments July 2005 - March 2007
Skills
Asset Allocation, Asset Management, Equities, Financial Services, Investments, Mutual Funds, Sales, Series 6, Series 63, Series 7, Securities, Portfolio Management, Fixed Income
Education
Memorial
Northeastern University
LPL Financial July 2015 - Present
Pioneer Investments October 2007 - July 2015
Pioneer Investments March 2007 - October 2007
Pioneer Investments July 2005 - March 2007
Skills
Asset Allocation, Asset Management, Equities, Financial Services, Investments, Mutual Funds, Sales, Series 6, Series 63, Series 7, Securities, Portfolio Management, Fixed Income
Education
Memorial
Northeastern University
Brad Hoth, CIMA®'s Pioneer Investments Experience August 2001 - July 2013
Job Vice President, Regional Director at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2013 - Present
Pioneer Investments August 2001 - July 2013
Wachovia Securities, LLC April 2000 - August 2001
T. Rowe Price April 1998 - April 2000
Skills
Series 7, Mutual Funds, Series 63, Series 65, CIMA, Certified Investment..., Institutional Accounts, Hedge Funds, Variable Annuities, Wealth Management, Investment Management, Financial Advisory, Uniform Combined State..., Series 24, Securities, 401k, Separately Managed..., Asset Allocation
Education
Lynchburg College 1992 — 1996
Bachelor of Arts, Psychology
Devon Prep 1988 — 1992
Goldman Sachs July 2013 - Present
Pioneer Investments August 2001 - July 2013
Wachovia Securities, LLC April 2000 - August 2001
T. Rowe Price April 1998 - April 2000
Skills
Series 7, Mutual Funds, Series 63, Series 65, CIMA, Certified Investment..., Institutional Accounts, Hedge Funds, Variable Annuities, Wealth Management, Investment Management, Financial Advisory, Uniform Combined State..., Series 24, Securities, 401k, Separately Managed..., Asset Allocation
Education
Lynchburg College 1992 — 1996
Bachelor of Arts, Psychology
Devon Prep 1988 — 1992
Connor Joyce's Pioneer Investments Experience July 2008 - December 2008
Job Operations at Stillwater Investment Management
Industry Financial Services
Experience
Stillwater Investment Management, L.P. July 2015 - Present
Citco Fund Services December 2014 - Present
Citco Fund Services October 2013 - Present
Citco Fund Services May 2011 - October 2013
Doertenbach & Co March 2010 - July 2010
Pioneer Investments July 2008 - December 2008
Skills
Market Research, Market Analysis, Account Reconciliation, Trade Settlements, Bloomberg, German, Fixed Income, Hedge Funds, Financial Analysis, Equities, Settlement, Valuation, Swaps, Mergers & Acquisitions, Business Analysis
Education
Northeastern University 2006 — 2011
Bachelor of Science in International Business, Finance, Marketing
ESB Reutlingen 2009 — 2010
International Management, Finance, Marketing
Stillwater Investment Management, L.P. July 2015 - Present
Citco Fund Services December 2014 - Present
Citco Fund Services October 2013 - Present
Citco Fund Services May 2011 - October 2013
Doertenbach & Co March 2010 - July 2010
Pioneer Investments July 2008 - December 2008
Skills
Market Research, Market Analysis, Account Reconciliation, Trade Settlements, Bloomberg, German, Fixed Income, Hedge Funds, Financial Analysis, Equities, Settlement, Valuation, Swaps, Mergers & Acquisitions, Business Analysis
Education
Northeastern University 2006 — 2011
Bachelor of Science in International Business, Finance, Marketing
ESB Reutlingen 2009 — 2010
International Management, Finance, Marketing
Adrian O'Sullivan Adrian O'Sullivan's Pioneer Investments Experience May 2006 - July 2007
Job ETF Clearing & Collateral Associate 2 at iProducts Services Group
Industry Financial Services
Experience
iProducts Services Group January 2012 - Present
State Street July 2008 - December 2011
Putnam Investments August 2007 - July 2008
Pioneer Investments May 2006 - July 2007
Skills
Fund Accounting, Mutual Funds, Securities, Financial Reporting, Accounting, Collateral Management
Education
University of Massachusetts, Amherst 2003 — 2005
BA, Economics, Psychology
Manhattanville College 2001 — 2003
iProducts Services Group January 2012 - Present
State Street July 2008 - December 2011
Putnam Investments August 2007 - July 2008
Pioneer Investments May 2006 - July 2007
Skills
Fund Accounting, Mutual Funds, Securities, Financial Reporting, Accounting, Collateral Management
Education
University of Massachusetts, Amherst 2003 — 2005
BA, Economics, Psychology
Manhattanville College 2001 — 2003
Christopher Roddy Christopher Roddy's Pioneer Investments Experience May 2008 - September 2008
Job Market Supervisor at Boston Options Exchange
Industry Financial Services
Experience
Boston Options Exchange September 2008 - Present
Pioneer Investments May 2008 - September 2008
Chartis - Lexington Insurance July 2007 - December 2007
Pioneer Investments July 2007 - December 2007
MFS Investment Management June 2005 - January 2006
Education
Northeastern University 2003 — 2008
Bachelor of Science, Finance and Marketing Dual Major with Psychology Minor
Boston Options Exchange September 2008 - Present
Pioneer Investments May 2008 - September 2008
Chartis - Lexington Insurance July 2007 - December 2007
Pioneer Investments July 2007 - December 2007
MFS Investment Management June 2005 - January 2006
Education
Northeastern University 2003 — 2008
Bachelor of Science, Finance and Marketing Dual Major with Psychology Minor
Jennifer Chouinard's Pioneer Investments Experience April 2013 - Present
Job Creative Manager at Pioneer Investments
Industry Design
Experience
Pioneer Investments April 2013 - Present
Pioneer Investments May 2006 - April 2013
Baseline Development Group October 2004 - July 2005
FleetBoston Financial December 2000 - June 2004
Next Jump July 2000 - October 2000
Phoenix Media Communications Group August 1997 - July 2000
Skills
Interaction Design, Art Direction, Creative Strategy, Branding & Identity, Corporate Branding, Graphic Design, Management, Layout, Adobe Creative Suite, QuarkXPress, Brochures, Corporate Identity, Logo Design, Adobe Acrobat, InDesign, Collateral, Photoshop, Creative Direction, Direct Mail, Marketing Communications, Brand Development, Illustrator, Advertising, Flash Animation, Flash, Concept Development, Visual Communication, Branding, Final Cut Pro, WordPress, Pre-press, Web Design, Typography, Dreamweaver, Brand Management, Integrated Marketing, Graphics, Social Media, Illustration, Posters, Video Production, Video Editing, Corporate Meetings, Financial Services, Marketing, Premiere, Photography, HTML Emails, Project Management
Education
Northeastern University 2015 — 2017
Pursuing Degree BS in Liberal Studies, Liberal Studies, Minoring in Management and Organizational Communication
Pioneer Investments April 2013 - Present
Pioneer Investments May 2006 - April 2013
Baseline Development Group October 2004 - July 2005
FleetBoston Financial December 2000 - June 2004
Next Jump July 2000 - October 2000
Phoenix Media Communications Group August 1997 - July 2000
Skills
Interaction Design, Art Direction, Creative Strategy, Branding & Identity, Corporate Branding, Graphic Design, Management, Layout, Adobe Creative Suite, QuarkXPress, Brochures, Corporate Identity, Logo Design, Adobe Acrobat, InDesign, Collateral, Photoshop, Creative Direction, Direct Mail, Marketing Communications, Brand Development, Illustrator, Advertising, Flash Animation, Flash, Concept Development, Visual Communication, Branding, Final Cut Pro, WordPress, Pre-press, Web Design, Typography, Dreamweaver, Brand Management, Integrated Marketing, Graphics, Social Media, Illustration, Posters, Video Production, Video Editing, Corporate Meetings, Financial Services, Marketing, Premiere, Photography, HTML Emails, Project Management
Education
Northeastern University 2015 — 2017
Pursuing Degree BS in Liberal Studies, Liberal Studies, Minoring in Management and Organizational Communication
Abram Hecht Abram Hecht's Pioneer Investments Experience June 2008 - December 2008
Job Kitchen and Bath Designer at David Hecht Kitchens
Industry Design
Experience
David Hecht Kitchens July 2009 - Present
Pioneer Investments June 2008 - December 2008
Eaton Vance July 2007 - December 2007
Skills
Kitchen & Bath Design, Space planning, Interior Design, Cabinetry, Space Planning, Sales
Education
Northeastern University 2004 — 2009
BS Music Industry
David Hecht Kitchens July 2009 - Present
Pioneer Investments June 2008 - December 2008
Eaton Vance July 2007 - December 2007
Skills
Kitchen & Bath Design, Space planning, Interior Design, Cabinetry, Space Planning, Sales
Education
Northeastern University 2004 — 2009
BS Music Industry
Peter Stanitsas's Pioneer Investments Experience 2010 - Present
Job Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments 2010 - Present
Eagle Investment Systems 2008 - September 2010
Fidelity Investments 2006 - 2008
Prudential Financial 2005 - 2006
Boston Options Exchange 2003 - 2005
Pioneer Investments 2000 - 2003
Brown Brothers Harriman 1997 - 1999
The Boston Company 1993 - 1997
Skills
SQL, Charles River IMS, Portfolio Management, Oracle SQL, Sybase, Bloomberg, Reuters, Barclays Point, Eagle PACE, Eagle Star, Factset, Interactive Data..., Market Data, Pricing, Trading, Fixed Income, Investment Management, Options, Equity Trading, Trading Systems, Equities, Investments, Mutual Funds, Corporate Actions, Securities, Hedge Funds, Derivatives, Back Office, Electronic Trading, Asset Management, Middle Office, Alternative Investments, Financial Markets, Settlement, FX Options, Financial Services, Series 7, FINRA, Series 63, Business Analysis, Management, Finance, SDLC, Capital Markets
Education
Mount Ida College
Bachelor of Arts
Pioneer Investments 2010 - Present
Eagle Investment Systems 2008 - September 2010
Fidelity Investments 2006 - 2008
Prudential Financial 2005 - 2006
Boston Options Exchange 2003 - 2005
Pioneer Investments 2000 - 2003
Brown Brothers Harriman 1997 - 1999
The Boston Company 1993 - 1997
Skills
SQL, Charles River IMS, Portfolio Management, Oracle SQL, Sybase, Bloomberg, Reuters, Barclays Point, Eagle PACE, Eagle Star, Factset, Interactive Data..., Market Data, Pricing, Trading, Fixed Income, Investment Management, Options, Equity Trading, Trading Systems, Equities, Investments, Mutual Funds, Corporate Actions, Securities, Hedge Funds, Derivatives, Back Office, Electronic Trading, Asset Management, Middle Office, Alternative Investments, Financial Markets, Settlement, FX Options, Financial Services, Series 7, FINRA, Series 63, Business Analysis, Management, Finance, SDLC, Capital Markets
Education
Mount Ida College
Bachelor of Arts
Louis Chin's Pioneer Investments Experience July 2011 - January 2012
Job S&OP Analyst at bizbrain Technologies
Industry Information Technology and Services
Experience
Bizbrain Technologies May 2015 - Present
Franciscan Hospital for Children September 2014 - June 2015
EMC January 2014 - June 2014
Fish & Richardson P.C. July 2013 - December 2013
Pioneer Investments July 2011 - January 2012
Bank of America May 2008 - October 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Access, Customer Service, Windows, Outlook, Data Analysis, Software Documentation
Education
Northeastern University 2008 — 2013
Bachelor's degree, Information Science and Business
Bizbrain Technologies May 2015 - Present
Franciscan Hospital for Children September 2014 - June 2015
EMC January 2014 - June 2014
Fish & Richardson P.C. July 2013 - December 2013
Pioneer Investments July 2011 - January 2012
Bank of America May 2008 - October 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Access, Customer Service, Windows, Outlook, Data Analysis, Software Documentation
Education
Northeastern University 2008 — 2013
Bachelor's degree, Information Science and Business
William McPhail William McPhail's Pioneer Investments Experience August 1999 - November 2002
Job Finance Manager at Comcast
Industry Consumer Services
Experience
Comcast April 2008 - Present
Cask & Keg, Inc. June 2003 - April 2008
Intergen November 2002 - June 2003
Pioneer Investments August 1999 - November 2002
Scudder Investments June 1996 - August 1999
Thomas Cook November 1993 - May 1996
Skills
Excel, PowerPoint, Essbase, Peachtree, Epiphany, Crystal Reports, Budgeting, Accounting, Forecasting, Financial Analysis, Financial Reporting, Access, Process Improvement, Analysis, Outlook, Business Analysis, Word, Strategic Planning, PeopleSoft, Microsoft Office, Planning, Program Management, Team Building, Mentoring, Financial Planning, Problem Solving, Team Leadership, Business Planning, Accounts Payable, Data Analysis, Change Management, SAP, Financial Management, Coaching, Financial Modeling, Budgets
Education
Northeastern University 1988 — 1993
BS, Accounting
Arlington High School
Comcast April 2008 - Present
Cask & Keg, Inc. June 2003 - April 2008
Intergen November 2002 - June 2003
Pioneer Investments August 1999 - November 2002
Scudder Investments June 1996 - August 1999
Thomas Cook November 1993 - May 1996
Skills
Excel, PowerPoint, Essbase, Peachtree, Epiphany, Crystal Reports, Budgeting, Accounting, Forecasting, Financial Analysis, Financial Reporting, Access, Process Improvement, Analysis, Outlook, Business Analysis, Word, Strategic Planning, PeopleSoft, Microsoft Office, Planning, Program Management, Team Building, Mentoring, Financial Planning, Problem Solving, Team Leadership, Business Planning, Accounts Payable, Data Analysis, Change Management, SAP, Financial Management, Coaching, Financial Modeling, Budgets
Education
Northeastern University 1988 — 1993
BS, Accounting
Arlington High School
Erin Oliveri Erin Oliveri's Pioneer Investments Experience July 2008 - December 2008
Job Associate Producer at Travelzoo
Industry Online Media
Experience
Travelzoo December 2012 - Present
Pasta's Kitchen Blog 2010 - Present
Rothstein Kass August 2011 - December 2012
Berns Communications Group July 2010 - July 2011
Pioneer Investments July 2008 - December 2008
Skills
Public Relations, Social Media, Marketing Communications, Corporate Communications, Media Relations, Editing, Blogging, Journalism, Press Releases, New Media, Internal Communications, Digital Marketing, Facebook, Newsletters, Content Development, Content Strategy, Web Content Management, Strategic Communications, Social Media Marketing, Social Networking, Copy Editing, AP Style, Copywriting, Editorial, Publicity
Education
Northeastern University
BA, Journalism
Travelzoo December 2012 - Present
Pasta's Kitchen Blog 2010 - Present
Rothstein Kass August 2011 - December 2012
Berns Communications Group July 2010 - July 2011
Pioneer Investments July 2008 - December 2008
Skills
Public Relations, Social Media, Marketing Communications, Corporate Communications, Media Relations, Editing, Blogging, Journalism, Press Releases, New Media, Internal Communications, Digital Marketing, Facebook, Newsletters, Content Development, Content Strategy, Web Content Management, Strategic Communications, Social Media Marketing, Social Networking, Copy Editing, AP Style, Copywriting, Editorial, Publicity
Education
Northeastern University
BA, Journalism
George Kozakis's Pioneer Investments Experience February 1986 - September 2005
Job Vice PresidentHead of Client Services at Broadridge Financial Solutions, Inc.
Industry Financial Services
Experience
Broadridge Financial Solutions June 2010 - Present
Evergreen Investments September 2005 - June 2010
Evergreen Investments (Wachovia) 2005 - June 2010
Pioneer Investments February 1986 - September 2005
Skills
Client Service, Vendor Relations, Transfer Agency, Contract Negotiation, Mutual Funds, Customer Relations, Vendor Management, Asset Managment, Process Improvement, Equities, Series 7, Bloomberg, Business Analysis, Investments, Securities, Hedge Funds, Financial Services, Fixed Income, Series 63, Customer Service, Relationship Management, Portfolio Management, Operations Management, Leadership, Management, Asset Management, Strategy, Finance, Derivatives, Investment Management, Corporate Actions, CRM, Back Office, Integration, Asset Allocation, Risk Management, Alternative Investments, Project Management
Education
Northeastern University 1982 — 1987
Broadridge Financial Solutions June 2010 - Present
Evergreen Investments September 2005 - June 2010
Evergreen Investments (Wachovia) 2005 - June 2010
Pioneer Investments February 1986 - September 2005
Skills
Client Service, Vendor Relations, Transfer Agency, Contract Negotiation, Mutual Funds, Customer Relations, Vendor Management, Asset Managment, Process Improvement, Equities, Series 7, Bloomberg, Business Analysis, Investments, Securities, Hedge Funds, Financial Services, Fixed Income, Series 63, Customer Service, Relationship Management, Portfolio Management, Operations Management, Leadership, Management, Asset Management, Strategy, Finance, Derivatives, Investment Management, Corporate Actions, CRM, Back Office, Integration, Asset Allocation, Risk Management, Alternative Investments, Project Management
Education
Northeastern University 1982 — 1987
Michael Drew, CCP's Pioneer Investments Experience January 2013 - Present
Job Compensation Director at Pioneer Investments
Industry Human Resources
Experience
Pioneer Investments January 2013 - Present
Pioneer Investments January 2008 - December 2012
John Hancock Financial Services April 2004 - January 2008
Manulife Financial 1998 - 2004
Saga International Holidays 1993 - 1998
Hologic 1992 - 1994
Skills
Deferred Compensation, HRIS, Executive Pay, Employee Benefits, PeopleSoft, Performance Management, Talent Management, Human Resources, Mergers, Employee Relations, Succession Planning, 401k, Employee Engagement, Process Improvement, Payroll, Analysis, Management, Budgets, Onboarding, Finance, Compensation & Benefit, Mergers & Acquisitions
Education
Merrimack College 1987 — 1991
Bachelor of Science, Accounting
Natick High School 1983 — 1987
Pioneer Investments January 2013 - Present
Pioneer Investments January 2008 - December 2012
John Hancock Financial Services April 2004 - January 2008
Manulife Financial 1998 - 2004
Saga International Holidays 1993 - 1998
Hologic 1992 - 1994
Skills
Deferred Compensation, HRIS, Executive Pay, Employee Benefits, PeopleSoft, Performance Management, Talent Management, Human Resources, Mergers, Employee Relations, Succession Planning, 401k, Employee Engagement, Process Improvement, Payroll, Analysis, Management, Budgets, Onboarding, Finance, Compensation & Benefit, Mergers & Acquisitions
Education
Merrimack College 1987 — 1991
Bachelor of Science, Accounting
Natick High School 1983 — 1987
Kariappa Codanda's Pioneer Investments Experience February 2013 - Present
Job Project Leader at Brown Brothers Harriman
Industry Financial Services
Experience
Pioneer Investments February 2013 - Present
Brown Brothers Harriman April 2008 - January 2013
Eagle Investment Systems LLC, a BNY Mellon Company 2001 - 2007
Upspring Software January 1999 - October 2001
Software Emacipation Technology January 1996 - December 1998
Skills
16 + years experince in..., Agile Methodologies, Software Project...
Education
Northeastern University 1994 — 1996
MS, Computer Systems Engineering
Pioneer Investments February 2013 - Present
Brown Brothers Harriman April 2008 - January 2013
Eagle Investment Systems LLC, a BNY Mellon Company 2001 - 2007
Upspring Software January 1999 - October 2001
Software Emacipation Technology January 1996 - December 1998
Skills
16 + years experince in..., Agile Methodologies, Software Project...
Education
Northeastern University 1994 — 1996
MS, Computer Systems Engineering
Brian Glavin, AWMA®'s Pioneer Investments Experience July 2002 - July 2005
Job Regional Director at RiverFront Investment Group
Industry Investment Management
Experience
RiverFront Investment Group January 2012 - Present
Janney Montgomery Scott November 2009 - December 2011
Janney Montgomery Scott February 2008 - November 2009
Placemark Investments July 2005 - February 2008
Pioneer Investments July 2002 - July 2005
Fidelity Investments June 2001 - July 2002
Skills
Series 7, Mutual Funds, Asset Allocation, Series 63, Wealth Management, Securities, Investments, Retirement, Asset Management, Investment Strategies, Investment Advisory, Series 66, New Business Development
Education
Merrimack College 1996 — 2000
BS- Business, Economics
RiverFront Investment Group January 2012 - Present
Janney Montgomery Scott November 2009 - December 2011
Janney Montgomery Scott February 2008 - November 2009
Placemark Investments July 2005 - February 2008
Pioneer Investments July 2002 - July 2005
Fidelity Investments June 2001 - July 2002
Skills
Series 7, Mutual Funds, Asset Allocation, Series 63, Wealth Management, Securities, Investments, Retirement, Asset Management, Investment Strategies, Investment Advisory, Series 66, New Business Development
Education
Merrimack College 1996 — 2000
BS- Business, Economics
Jeffrey Abelli, AIF®'s Pioneer Investments Experience April 2011 - Present
Job Regional VicePresident Western Division at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments April 2011 - Present
Pioneer Investments November 2005 - March 2011
Skills
Mutual Funds, Series 7, Investments, 401k, Retirement
Education
Merrimack College 1999 — 2003
Accounting
Pioneer Investments April 2011 - Present
Pioneer Investments November 2005 - March 2011
Skills
Mutual Funds, Series 7, Investments, 401k, Retirement
Education
Merrimack College 1999 — 2003
Accounting
Genci Jajka's Pioneer Investments Experience March 2007 - April 2015
Job Capacity Manager at Pioneer Investments
Industry Information Technology and Services
Experience
Acadian Asset Management April 2015 - Present
Pioneer Investments March 2007 - April 2015
MFS Investment Mgmt 2002 - 2007
eDial 1999 - 2002
OrderTrust 1996 - 1999
Skills
Disaster Recovery, SDLC, Enterprise Architecture, Integration, IT Strategy, Vendor Management, Data Center, Capacity Planning
Education
Northeastern University 1990 — 1994
Acadian Asset Management April 2015 - Present
Pioneer Investments March 2007 - April 2015
MFS Investment Mgmt 2002 - 2007
eDial 1999 - 2002
OrderTrust 1996 - 1999
Skills
Disaster Recovery, SDLC, Enterprise Architecture, Integration, IT Strategy, Vendor Management, Data Center, Capacity Planning
Education
Northeastern University 1990 — 1994
Tom Benton's Pioneer Investments Experience January 2003 - April 2004
Job Managing Director at Destra Capital
Industry Investment Management
Experience
Destra Capital October 2012 - Present
Prudential Financial November 2008 - December 2011
Touchstone Investments September 2005 - November 2008
BlackRock April 2004 - May 2005
Pioneer Investments January 2003 - April 2004
MFS Investment Management June 1998 - December 2001
Skills
Series 63, Investments, Asset Allocation, Retirement, Mutual Funds, Series 7, Retirement Planning, Asset Managment, Investment Strategies, Investment Management, Series 6, Portfolio Management, Financial Advisory
Education
Westfield State College 1994 — 1995
Liberal Arts
Massachusetts College of Liberal Arts 1990 — 1993
Transfered To Westfield State College
Destra Capital October 2012 - Present
Prudential Financial November 2008 - December 2011
Touchstone Investments September 2005 - November 2008
BlackRock April 2004 - May 2005
Pioneer Investments January 2003 - April 2004
MFS Investment Management June 1998 - December 2001
Skills
Series 63, Investments, Asset Allocation, Retirement, Mutual Funds, Series 7, Retirement Planning, Asset Managment, Investment Strategies, Investment Management, Series 6, Portfolio Management, Financial Advisory
Education
Westfield State College 1994 — 1995
Liberal Arts
Massachusetts College of Liberal Arts 1990 — 1993
Transfered To Westfield State College
Jonathan Chirunga's Pioneer Investments Experience May 2013 - Present
Job Portfolio Manager at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments May 2013 - Present
Pioneer Investments September 2011 - May 2013
T. Rowe Price March 2001 - July 2011
Standard & Poor's 1998 - 2001
Skills
Fixed Income, Alternative Investments, Asset Management, Asset Managment, Bloomberg, Bonds, Capital Markets, Credit, Equities, Financial Modeling, Investments, Portfolio Management, Securities, Series 7
Education
University of California, Berkeley - Walter A. Haas School of Business 1991 — 1993
Master of Business Administration (MBA), Finance and Investments
Morehouse College 1985 — 1989
Interdisciplinary Bachelor of Science, Math/Physics
Pioneer Investments May 2013 - Present
Pioneer Investments September 2011 - May 2013
T. Rowe Price March 2001 - July 2011
Standard & Poor's 1998 - 2001
Skills
Fixed Income, Alternative Investments, Asset Management, Asset Managment, Bloomberg, Bonds, Capital Markets, Credit, Equities, Financial Modeling, Investments, Portfolio Management, Securities, Series 7
Education
University of California, Berkeley - Walter A. Haas School of Business 1991 — 1993
Master of Business Administration (MBA), Finance and Investments
Morehouse College 1985 — 1989
Interdisciplinary Bachelor of Science, Math/Physics
Garrett Pierce's Pioneer Investments Experience September 2007 - Present
Job Senior Vice President, RIA
Industry Financial Services
Experience
Pioneer Investments September 2007 - Present
Pioneer Investments 2013 - 2013
Pioneer Investments 2013 - 2013
Pioneer Investments 2013 - 2013
IMCA 2010 - 2011
Education
New England College 1989 — 1993
Pioneer Investments September 2007 - Present
Pioneer Investments 2013 - 2013
Pioneer Investments 2013 - 2013
Pioneer Investments 2013 - 2013
IMCA 2010 - 2011
Education
New England College 1989 — 1993
Ashley Bruno's Pioneer Investments Experience June 2008 - January 2009
Job Business Analyst at Practising Law Institute (PLI)
Industry Legal Services
Experience
Practising Law Institute (PLI) December 2014 - Present
Practising Law Institute May 2013 - Present
Practising Law Institute April 2012 - May 2013
Appreciation Events May 2011 - September 2011
Boston Sports Group January 2011 - May 2011
Boston Sports Group October 2010 - December 2010
Boston Sports Group 2009 - 2010
Pioneer Investments June 2008 - January 2009
Schneider Associates 2009 - 2009
Schneider Associates July 2007 - December 2007
Skills
Social Media, Public Relations, Facebook, Social Networking, Sales, Social Media Marketing, Event Planning, Marketing, Online Advertising, Direct Marketing, Customer Service, Email Marketing, Nonprofits, Salesforce.com, Marketing Communications, Contract Negotiation, Public Speaking, Lead Generation, Business Development, Marketing Strategy, Consultative Sales..., Account Management
Education
Northeastern University 2004 — 2009
Bachelor of Science, Sociology
Practising Law Institute (PLI) December 2014 - Present
Practising Law Institute May 2013 - Present
Practising Law Institute April 2012 - May 2013
Appreciation Events May 2011 - September 2011
Boston Sports Group January 2011 - May 2011
Boston Sports Group October 2010 - December 2010
Boston Sports Group 2009 - 2010
Pioneer Investments June 2008 - January 2009
Schneider Associates 2009 - 2009
Schneider Associates July 2007 - December 2007
Skills
Social Media, Public Relations, Facebook, Social Networking, Sales, Social Media Marketing, Event Planning, Marketing, Online Advertising, Direct Marketing, Customer Service, Email Marketing, Nonprofits, Salesforce.com, Marketing Communications, Contract Negotiation, Public Speaking, Lead Generation, Business Development, Marketing Strategy, Consultative Sales..., Account Management
Education
Northeastern University 2004 — 2009
Bachelor of Science, Sociology
David Sobell's Pioneer Investments Experience November 2000 - Present
Job Senior Vice President at Pioneer Investments
Industry Investment Management
Experience
Pioneer Investments November 2000 - Present
Hambrecht & Quist September 1996 - November 2000
Rodman & Renshaw April 1992 - August 1996
Skills
Investments, Asset Management, Valuation, Financial Modeling, Financial Analysis, Healthcare, Portfolio Management, Mutual Funds, Equity Research, Biotechnology, Pharmaceutical Industry, Hedge Funds, Equities, Medical Devices
Education
Massachusetts Institute of Technology - Sloan School of Management 1989 — 1991
University of Colorado Boulder 1979 — 1983
BA, Molecular, Cellular and Developmental biology
Pioneer Investments November 2000 - Present
Hambrecht & Quist September 1996 - November 2000
Rodman & Renshaw April 1992 - August 1996
Skills
Investments, Asset Management, Valuation, Financial Modeling, Financial Analysis, Healthcare, Portfolio Management, Mutual Funds, Equity Research, Biotechnology, Pharmaceutical Industry, Hedge Funds, Equities, Medical Devices
Education
Massachusetts Institute of Technology - Sloan School of Management 1989 — 1991
University of Colorado Boulder 1979 — 1983
BA, Molecular, Cellular and Developmental biology
Angela Oranyeli's Pioneer Investments Experience
Job admin at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments
Skills
Administrative..., Customer Service, Microsoft Office, Microsoft Word, Outlook, Microsoft Excel, Administration, Office Management
Education
Northeastern University 2005 — 2011
Bachelor of Arts (B.A.), Politcal Science, 3.67
Pioneer Investments
Skills
Administrative..., Customer Service, Microsoft Office, Microsoft Word, Outlook, Microsoft Excel, Administration, Office Management
Education
Northeastern University 2005 — 2011
Bachelor of Arts (B.A.), Politcal Science, 3.67
Mike Galis's Pioneer Investments Experience 1996 - 2000
Job Software Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2000 - Present
Pioneer Investments 1996 - 2000
Rinaco 1992 - 1995
1C Company 1993 - 1993
Skills
Agile Methodologies, SSO, Java, Websphere, Java Enterprise Edition, Unix, Identity Management, Software Development, Web Services, Enterprise Architecture, SOA, SDLC, Solution Architecture, Software Engineering, Solaris, Tomcat, SOAP, Spring, Distributed Systems, JSP, WebSphere Application..., XML
Education
Moscow State University of Transport (MIIT)
MS, Applied Mathematics
Fidelity Investments April 2000 - Present
Pioneer Investments 1996 - 2000
Rinaco 1992 - 1995
1C Company 1993 - 1993
Skills
Agile Methodologies, SSO, Java, Websphere, Java Enterprise Edition, Unix, Identity Management, Software Development, Web Services, Enterprise Architecture, SOA, SDLC, Solution Architecture, Software Engineering, Solaris, Tomcat, SOAP, Spring, Distributed Systems, JSP, WebSphere Application..., XML
Education
Moscow State University of Transport (MIIT)
MS, Applied Mathematics
Steven Wickline's Pioneer Investments Experience June 2012 - February 2014
Job Alternative Investment Specialist at Global Alternative Investment Services, Inc., Wells Fargo
Industry Investment Management
Experience
Global Alternative Investment Services, Inc., Wells Fargo February 2014 - Present
Pioneer Investments June 2012 - February 2014
Wells Fargo Advisors, LLC May 2009 - June 2012
Lynchburg College June 2007 - May 2009
Smith Barney January 2007 - May 2009
Skills
Series 3, Series 7, Series 66, Equities, Retirement Planning, Mutual Funds, Securities, Wealth Management
Education
Lynchburg College 2007 — 2009
M.Ed., Educational Leadership
Lynchburg College 2003 — 2007
BA, Marketing
Global Alternative Investment Services, Inc., Wells Fargo February 2014 - Present
Pioneer Investments June 2012 - February 2014
Wells Fargo Advisors, LLC May 2009 - June 2012
Lynchburg College June 2007 - May 2009
Smith Barney January 2007 - May 2009
Skills
Series 3, Series 7, Series 66, Equities, Retirement Planning, Mutual Funds, Securities, Wealth Management
Education
Lynchburg College 2007 — 2009
M.Ed., Educational Leadership
Lynchburg College 2003 — 2007
BA, Marketing
Maureen Corrigan's Pioneer Investments Experience 1994 - 2001
Job Communications Writer | Consultant at Aon Hewitt
Industry Financial Services
Experience
Aon Hewitt May 2014 - Present
ING U.S. June 2010 - April 2014
Mercer February 2005 - May 2010
Drop of Ink 2001 - 2005
Pioneer Investments 1994 - 2001
Media – Miscellaneous 1988 - 1994
Skills
Newsletters, Editing, Brochures, Content Strategy, Internal Communications, Web Content, Direct Mail, Management, Project Management, Marketing, Corporate Branding, Marketing Communications, Corporate Communications, Content Development, Strategic Communications
Education
Loyola Marymount University
Bachelor's Degree, Communication Arts/Television Production, Magna Cum Laude
Aon Hewitt May 2014 - Present
ING U.S. June 2010 - April 2014
Mercer February 2005 - May 2010
Drop of Ink 2001 - 2005
Pioneer Investments 1994 - 2001
Media – Miscellaneous 1988 - 1994
Skills
Newsletters, Editing, Brochures, Content Strategy, Internal Communications, Web Content, Direct Mail, Management, Project Management, Marketing, Corporate Branding, Marketing Communications, Corporate Communications, Content Development, Strategic Communications
Education
Loyola Marymount University
Bachelor's Degree, Communication Arts/Television Production, Magna Cum Laude
Maureen Corrigan's Pioneer Investments Experience 1994 - 2000
Job Sr. Writer at Mercer
Industry Writing and Editing
Charles Cummings's Pioneer Investments Experience July 2005 - May 2013
Job IT Systems Analyst
Industry Financial Services
Experience
Pioneer Investments July 2005 - May 2013
JPMorgan Invest LLC June 2004 - July 2005
IBM Global Services April 2003 - June 2004
Brown & Company Securities Corporation/JPMorgan Chase October 2000 - April 2003
Brown & Company Securities Corporation/JPMorgan Chase May 1999 - October 2000
Fidelity Investments September 1998 - May 1999
Skills
Business Analysis, Analysis, Business Intelligence, Databases, Leadership, Access, Mutual Funds, Quality Assurance, Requirements Analysis, SDLC, SQL, Software Documentation, Technical Support, Training, Unix, User Acceptance Testing, XML, Management, Systems Analysis, Microsoft SQL Server, Visio, SharePoint, Testing, Disaster Recovery, Data Warehousing, Oracle, PL/SQL, ETL, Financial Services, Sybase, HTML, Trading Systems, Vendor Management, Integration, Requirements Gathering, Crystal Reports, IT Management, Business Requirements
Education
Clark University Computer Institute 2001 — 2002
Client/Server Developer Master Certificate, Client/Server Software programing
New England Conservatory of Music 1993 — 1997
Bachelor of Music, Orchestral Trombone
Pioneer Investments July 2005 - May 2013
JPMorgan Invest LLC June 2004 - July 2005
IBM Global Services April 2003 - June 2004
Brown & Company Securities Corporation/JPMorgan Chase October 2000 - April 2003
Brown & Company Securities Corporation/JPMorgan Chase May 1999 - October 2000
Fidelity Investments September 1998 - May 1999
Skills
Business Analysis, Analysis, Business Intelligence, Databases, Leadership, Access, Mutual Funds, Quality Assurance, Requirements Analysis, SDLC, SQL, Software Documentation, Technical Support, Training, Unix, User Acceptance Testing, XML, Management, Systems Analysis, Microsoft SQL Server, Visio, SharePoint, Testing, Disaster Recovery, Data Warehousing, Oracle, PL/SQL, ETL, Financial Services, Sybase, HTML, Trading Systems, Vendor Management, Integration, Requirements Gathering, Crystal Reports, IT Management, Business Requirements
Education
Clark University Computer Institute 2001 — 2002
Client/Server Developer Master Certificate, Client/Server Software programing
New England Conservatory of Music 1993 — 1997
Bachelor of Music, Orchestral Trombone
Yuliya Ustsinenka, CFA's Pioneer Investments Experience April 2011 - July 2013
Job Portfolio Analyst at MetLife
Industry Financial Services
Experience
MetLife July 2013 - Present
Pioneer Investments April 2011 - July 2013
State Street Bank and Trust August 2009 - March 2011
State Street Bank and Trust December 2007 - July 2009
Education
CFA Institute
Northeastern University 2004 — 2007
BSBA, Finance
Gomel State University 1998 — 2002
Unfinished Diploma, English, French
MetLife July 2013 - Present
Pioneer Investments April 2011 - July 2013
State Street Bank and Trust August 2009 - March 2011
State Street Bank and Trust December 2007 - July 2009
Education
CFA Institute
Northeastern University 2004 — 2007
BSBA, Finance
Gomel State University 1998 — 2002
Unfinished Diploma, English, French
Sam Lieberman's Pioneer Investments Experience January 2004 - June 2004
Job Senior Regional Marketing Director, Wholesaler for Putnam Investments
Industry Investment Management
Experience
Putnam Investments June 1991 - Present
Pioneer Investments January 2004 - June 2004
Putnam Investments June 1991 - December 2003
First Winthrop Corporation June 1989 - December 1990
Education
Northeastern University
BA, Business
Putnam Investments June 1991 - Present
Pioneer Investments January 2004 - June 2004
Putnam Investments June 1991 - December 2003
First Winthrop Corporation June 1989 - December 1990
Education
Northeastern University
BA, Business
Alex Sarafianos's Pioneer Investments Experience October 2005 - Present
Job SVP/Regional Sales Director Regions Investment Services at Regions Financial Corporation
Industry Investment Management
Experience
Regions Financial Corporation September 2013 - Present
Pioneer Investments October 2005 - Present
AmSouth Funds October 2000 - October 2005
BISYS Fund Services January 1995 - October 2000
Skills
Series 7, Series 24, Series 66, Leadership, Sales Management, Wealth Management, Asset Allocation, Uniform Combined State..., Training, Management, Mutual Funds, Series 63, Separately Managed..., Sales, CRM, Recruiting
Education
Mercer University 1981 — 1985
BBA, Business
Cardinal Gibbons High School 1977 — 1981
Regions Financial Corporation September 2013 - Present
Pioneer Investments October 2005 - Present
AmSouth Funds October 2000 - October 2005
BISYS Fund Services January 1995 - October 2000
Skills
Series 7, Series 24, Series 66, Leadership, Sales Management, Wealth Management, Asset Allocation, Uniform Combined State..., Training, Management, Mutual Funds, Series 63, Separately Managed..., Sales, CRM, Recruiting
Education
Mercer University 1981 — 1985
BBA, Business
Cardinal Gibbons High School 1977 — 1981
David Olsen-Billet's Pioneer Investments Experience 2008 - 2008
Job Client Relations Consultant at Click A Waiter Inc.
Industry Wine and Spirits
Experience
Click A Waiter Inc. June 2015 - Present
KH&H Liquors Everett November 2012 - May 2015
Boston Red Sox February 2007 - October 2012
Panther Distributing June 2011 - February 2012
Marty's Fine Wine 2010 - 2012
Northeastern University Office of the Board of Trustees September 2005 - May 2010
Ferrovial February 2009 - August 2009
Pioneer Investments 2008 - 2008
Cantella 2007 - 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Spanish, Customer Service, PowerPoint, Event Planning, Project Management, Social Media, Outlook, Facebook, Marketing, Social Media Marketing, Recruiting, Salesforce.com, Teamwork, Public Speaking, Research, HTML, Human Resources
Education
Northeastern University 2005 — 2010
BS International Business, Management and Marketing, Spanish Minor
Universidad Pontificia Comillas 2008 — 2009
International Businees
Click A Waiter Inc. June 2015 - Present
KH&H Liquors Everett November 2012 - May 2015
Boston Red Sox February 2007 - October 2012
Panther Distributing June 2011 - February 2012
Marty's Fine Wine 2010 - 2012
Northeastern University Office of the Board of Trustees September 2005 - May 2010
Ferrovial February 2009 - August 2009
Pioneer Investments 2008 - 2008
Cantella 2007 - 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Spanish, Customer Service, PowerPoint, Event Planning, Project Management, Social Media, Outlook, Facebook, Marketing, Social Media Marketing, Recruiting, Salesforce.com, Teamwork, Public Speaking, Research, HTML, Human Resources
Education
Northeastern University 2005 — 2010
BS International Business, Management and Marketing, Spanish Minor
Universidad Pontificia Comillas 2008 — 2009
International Businees
Benjamin Gord's Pioneer Investments Experience July 2013 - Present
Job Portfolio Manager, Alternative Investments / Fixed Income at Pioneer Investments
Industry Investment Management
Experience
Pioneer Investments July 2013 - Present
Sun Life Financial August 2011 - October 2011
OFI Institutional Asset Management 2002 - 2009
Miller, Anderson, & Sherrerd (Morgan Stanley) 1992 - 2002
Education
University of Pennsylvania 1985 — 1990
Economics
New York University 1982 — 1985
BA, Economics
Pioneer Investments July 2013 - Present
Sun Life Financial August 2011 - October 2011
OFI Institutional Asset Management 2002 - 2009
Miller, Anderson, & Sherrerd (Morgan Stanley) 1992 - 2002
Education
University of Pennsylvania 1985 — 1990
Economics
New York University 1982 — 1985
BA, Economics
Jermaine John Gomes, CRPC's Pioneer Investments Experience 2002 - 2005
Job Assistant Vice President Internal Product Specialist
Industry Financial Services
Experience
Merrill Lynch/Bank of America March 2009 - Present
Merrill Edge/Bank of America November 2008 - June 2012
John Hancock February 2008 - October 2008
John Hancock October 2006 - February 2008
Pioneer Investments 2002 - 2005
Skills
Financial Advisory, Retirement
Education
Northeastern University
Bachelor of Science (B.S.), Finance and Accounting Management
Merrill Lynch/Bank of America March 2009 - Present
Merrill Edge/Bank of America November 2008 - June 2012
John Hancock February 2008 - October 2008
John Hancock October 2006 - February 2008
Pioneer Investments 2002 - 2005
Skills
Financial Advisory, Retirement
Education
Northeastern University
Bachelor of Science (B.S.), Finance and Accounting Management
John Myles's Pioneer Investments Experience 2002 - 2007
Job Head Trader at Westfield Capital Management
Industry Investment Management
Experience
Westfield Capital Management September 2008 - Present
Delta Partners LLC August 2007 - September 2008
Pioneer Investments 2002 - 2007
Education
Suffolk University 1996 — 1998
Master of Business Administration (MBA)
Northeastern University 1986 — 1991
Bachelor of Science (BS), Business Administration and Management, General
Westfield Capital Management September 2008 - Present
Delta Partners LLC August 2007 - September 2008
Pioneer Investments 2002 - 2007
Education
Suffolk University 1996 — 1998
Master of Business Administration (MBA)
Northeastern University 1986 — 1991
Bachelor of Science (BS), Business Administration and Management, General
Linda Podheiser's Pioneer Investments Experience May 2002 - Present
Job Associate General Counsel at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments May 2002 - Present
Skills
Contract Negotiation, Employment Law, Litigation, Negotiation, Corporate Governance
Education
New York University
Northeastern University School of Law
Simmons College
Pioneer Investments May 2002 - Present
Skills
Contract Negotiation, Employment Law, Litigation, Negotiation, Corporate Governance
Education
New York University
Northeastern University School of Law
Simmons College
Bill Dargie's Pioneer Investments Experience March 2013 - April 2014
Job Senior ETL Architect at The TJX Companies, Inc.
Industry Computer Software
Experience
The TJX Companies, Inc. July 2014 - Present
Pioneer Investments March 2013 - April 2014
State Street December 1997 - March 2013
Skills
Middle Office, Fund Accounting, Data Warehousing, Financial Services, Global Custody, SDLC, Autosys, Asset Managment, Business Analysis, Fixed Income, Business Requirements, Requirements Gathering, Asset Management, Datastage, Trading Systems, ETL, PGP, Sybase, Unix, Enterprise Architecture, Requirements Analysis, Data Modeling, Batch Processing, Microsoft SQL Server, ETL Tools, Unix Shell Scripting, Shell Scripting
Education
Northeastern University
Master's degree, Computer Engineering
The TJX Companies, Inc. July 2014 - Present
Pioneer Investments March 2013 - April 2014
State Street December 1997 - March 2013
Skills
Middle Office, Fund Accounting, Data Warehousing, Financial Services, Global Custody, SDLC, Autosys, Asset Managment, Business Analysis, Fixed Income, Business Requirements, Requirements Gathering, Asset Management, Datastage, Trading Systems, ETL, PGP, Sybase, Unix, Enterprise Architecture, Requirements Analysis, Data Modeling, Batch Processing, Microsoft SQL Server, ETL Tools, Unix Shell Scripting, Shell Scripting
Education
Northeastern University
Master's degree, Computer Engineering
Dong Gyun (DK) Kang's Pioneer Investments Experience July 2007 - July 2008
Job Operations Analyst at Wireless Zone Verizon Wireless Premium Retailer
Industry Wireless
Experience
Wireless Zone - Verizon Wireless Premium Retailer October 2008 - Present
Pioneer Investments July 2007 - July 2008
Tharpe TR Robbins June 2005 - December 2005
KATUSA (Korean Augmentation Troops to the United States Army July 2002 - August 2004
Education
Northeastern University 2000 — 2007
BS, Marketing & Supply Chain Management
Wireless Zone - Verizon Wireless Premium Retailer October 2008 - Present
Pioneer Investments July 2007 - July 2008
Tharpe TR Robbins June 2005 - December 2005
KATUSA (Korean Augmentation Troops to the United States Army July 2002 - August 2004
Education
Northeastern University 2000 — 2007
BS, Marketing & Supply Chain Management
Anna Zafiri's Pioneer Investments Experience March 2014 - Present
Job Purchasing Analyst at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments March 2014 - Present
Pioneer Investments November 2010 - March 2014
Pioneer Investments January 2010 - November 2010
Eastern Bank 2005 - 2010
State Street Global Advisors January 2009 - June 2009
Skills
Banking, PowerPoint, Financial Analysis, Financial Services, Investments
Education
Northeastern University
BSBA, Managment
Peabody High School
Pioneer Investments March 2014 - Present
Pioneer Investments November 2010 - March 2014
Pioneer Investments January 2010 - November 2010
Eastern Bank 2005 - 2010
State Street Global Advisors January 2009 - June 2009
Skills
Banking, PowerPoint, Financial Analysis, Financial Services, Investments
Education
Northeastern University
BSBA, Managment
Peabody High School
Krista Lacolla's Pioneer Investments Experience September 2011 - April 2012
Job Fund Accounting Supervisor at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman September 2014 - Present
Brown Brothers Harriman September 2013 - September 2014
Brown Brothers Harriman April 2012 - September 2013
Pioneer Investments September 2011 - April 2012
ALTRO LTD July 2010 - September 2011
Skills
Financial Reporting, Accounts Receivable, Mutual Funds, Financial Analysis, Accounts Payable, Accounting, Finance, PowerPoint, Customer Service, Fund Accounting, Microsoft Excel, Microsoft Word, Account Reconciliation, Leadership, Financial Services
Education
Suffolk University - Sawyer School of Management 2012 — 2015
Master of Business Administration (MBA)
Merrimack College 2005 — 2009
BS, Finance
Brown Brothers Harriman September 2014 - Present
Brown Brothers Harriman September 2013 - September 2014
Brown Brothers Harriman April 2012 - September 2013
Pioneer Investments September 2011 - April 2012
ALTRO LTD July 2010 - September 2011
Skills
Financial Reporting, Accounts Receivable, Mutual Funds, Financial Analysis, Accounts Payable, Accounting, Finance, PowerPoint, Customer Service, Fund Accounting, Microsoft Excel, Microsoft Word, Account Reconciliation, Leadership, Financial Services
Education
Suffolk University - Sawyer School of Management 2012 — 2015
Master of Business Administration (MBA)
Merrimack College 2005 — 2009
BS, Finance
Sean Gilligan's Pioneer Investments Experience January 2001 - Present
Job Senior Vice President at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments January 2001 - Present
Federated Investors 1997 - 2000
Skills
Series 63, Series 7, Asset Allocation, Securities, Wealth Management, Asset Management, Alternative Investments, Mutual Funds, Investments, Separately Managed..., Financial Services, Investment Advisory, Investment Strategies, Retirement, Retirement Planning
Education
Mississippi State University 1982 — 1986
BA, Business
Pioneer Investments January 2001 - Present
Federated Investors 1997 - 2000
Skills
Series 63, Series 7, Asset Allocation, Securities, Wealth Management, Asset Management, Alternative Investments, Mutual Funds, Investments, Separately Managed..., Financial Services, Investment Advisory, Investment Strategies, Retirement, Retirement Planning
Education
Mississippi State University 1982 — 1986
BA, Business
Parul Agrawal, CFA's Pioneer Investments Experience November 2012 - September 2015
Job Senior Investment Risk Analyst at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management September 2015 - Present
Pioneer Investments November 2012 - September 2015
Pioneer Investments August 2006 - November 2012
Hewitt Associates March 2005 - August 2006
Skills
Equities, Mutual Funds, Risk Management, Bloomberg
Education
New York University
Bachelors, Economics, German Literature
MFS Investment Management September 2015 - Present
Pioneer Investments November 2012 - September 2015
Pioneer Investments August 2006 - November 2012
Hewitt Associates March 2005 - August 2006
Skills
Equities, Mutual Funds, Risk Management, Bloomberg
Education
New York University
Bachelors, Economics, German Literature
Aaron Moore's Pioneer Investments Experience June 2007 - December 2007
Job MBA Candidate at Kellogg School of Management, Consultant at Mercer
Industry Management Consulting
Experience
Mercer April 2015 - Present
Mercer April 2012 - April 2015
Mercer April 2010 - April 2012
Mercer January 2008 - April 2010
Pioneer Investments June 2007 - December 2007
Standish Mellon Asset Management June 2006 - September 2006
Skills
Strategy, Financial Modeling, Management, Financial Analysis, Financial Services
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Northeastern University 2003 — 2007
Bachelor of Arts, Finance and Marketing
Belmont Hill School 1999 — 2003
Mercer April 2015 - Present
Mercer April 2012 - April 2015
Mercer April 2010 - April 2012
Mercer January 2008 - April 2010
Pioneer Investments June 2007 - December 2007
Standish Mellon Asset Management June 2006 - September 2006
Skills
Strategy, Financial Modeling, Management, Financial Analysis, Financial Services
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Northeastern University 2003 — 2007
Bachelor of Arts, Finance and Marketing
Belmont Hill School 1999 — 2003
Corinne Iannitto's Pioneer Investments Experience January 2012 - July 2012
Job Site Merchandiser at Wayfair
Industry Retail
Experience
Wayfair May 2015 - Present
Anaqua January 2015 - May 2015
Apple July 2013 - January 2015
University Tees January 2013 - June 2014
Staples January 2013 - June 2013
Event Management Office at Northeastern University September 2009 - December 2012
Pioneer Investments January 2012 - July 2012
EF Education First January 2011 - June 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Event Planning, Customer Service, Social Networking, Public Speaking, Time Management, Social Media Marketing, Facebook, Community Outreach, Spanish
Education
Northeastern University 2009 — 2014
Bachelor of Science, Marketing
Wayfair May 2015 - Present
Anaqua January 2015 - May 2015
Apple July 2013 - January 2015
University Tees January 2013 - June 2014
Staples January 2013 - June 2013
Event Management Office at Northeastern University September 2009 - December 2012
Pioneer Investments January 2012 - July 2012
EF Education First January 2011 - June 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Event Planning, Customer Service, Social Networking, Public Speaking, Time Management, Social Media Marketing, Facebook, Community Outreach, Spanish
Education
Northeastern University 2009 — 2014
Bachelor of Science, Marketing
Envy Ayub's Pioneer Investments Experience April 2010 - Present
Job Portfolio Analyst at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments April 2010 - Present
Pioneer Investments May 2007 - April 2010
Education
Northeastern University
BS, Finance
Pioneer Investments April 2010 - Present
Pioneer Investments May 2007 - April 2010
Education
Northeastern University
BS, Finance
Daniel Kolodziej's Pioneer Investments Experience July 2008 - December 2008
Job Laborer/payroll asst. at Mystic River Contracting
Industry Construction
Experience
Mystic River Contracting June 2010 - Present
Attorney General's Office June 2009 - December 2009
Shaw's Supermarkets May 2007 - June 2009
Pioneer Investments July 2008 - December 2008
Shaw's Supermarket November 2002 - May 2007
Skills
Payroll, Human Resources, HRIS, Office Management, Spreadsheets, Customer Satisfaction, Customer Service, Microsoft Excel, Telephone Skills, Microsoft Word, PowerPoint, Sales
Education
Northeastern University 2007 — 2010
BSBA, Business Management
Northeastern University 2007 — 2010
Bachelor of Science Degree, Business Administration; Management
Mystic River Contracting June 2010 - Present
Attorney General's Office June 2009 - December 2009
Shaw's Supermarkets May 2007 - June 2009
Pioneer Investments July 2008 - December 2008
Shaw's Supermarket November 2002 - May 2007
Skills
Payroll, Human Resources, HRIS, Office Management, Spreadsheets, Customer Satisfaction, Customer Service, Microsoft Excel, Telephone Skills, Microsoft Word, PowerPoint, Sales
Education
Northeastern University 2007 — 2010
BSBA, Business Management
Northeastern University 2007 — 2010
Bachelor of Science Degree, Business Administration; Management
Katie Barrows's Pioneer Investments Experience July 2010 - January 2011
Job National Account Management Advisor at Cresa Boston
Industry Commercial Real Estate
Experience
Cresa Boston September 2012 - Present
Cresa Boston July 2011 - September 2012
Pioneer Investments July 2010 - January 2011
Simon Property Group July 2009 - December 2009
EF Education January 2008 - June 2008
Skills
Marketing, Market Research, Market Analysis, Strategic Planning, Public Relations, Event Planning, Management, Marketing Communications, Microsoft Word, Microsoft Office, PowerPoint, Negotiation, Email Marketing, Sales, Financial Analysis, Leadership, Customer Service
Education
Northeastern University 2006 — 2011
Bachelor of Science Degree, Marketing and Management
Bishop Fenwick High School 2002 — 2006
Cresa Boston September 2012 - Present
Cresa Boston July 2011 - September 2012
Pioneer Investments July 2010 - January 2011
Simon Property Group July 2009 - December 2009
EF Education January 2008 - June 2008
Skills
Marketing, Market Research, Market Analysis, Strategic Planning, Public Relations, Event Planning, Management, Marketing Communications, Microsoft Word, Microsoft Office, PowerPoint, Negotiation, Email Marketing, Sales, Financial Analysis, Leadership, Customer Service
Education
Northeastern University 2006 — 2011
Bachelor of Science Degree, Marketing and Management
Bishop Fenwick High School 2002 — 2006
Sammi Le Truong, CFA's Pioneer Investments Experience September 2011 - Present
Job Vice President | Associate Portfolio Manager
Industry Investment Management
Experience
Pioneer Investments September 2011 - Present
Pioneer Investments January 2009 - August 2011
Pioneer Investments January 2007 - December 2008
Pioneer Investments July 2001 - January 2007
Skills
Portfolio Management, Quantitative Research, Risk Management, SQL, Equities, Matlab, Asset Management, Equity Research, Investments, Hedge Funds, Bloomberg, Quantitative Finance, Fixed Income, Alternative Investments, Valuation, Mutual Funds
Education
Massachusetts Institute of Technology 1997 — 2001
BS, Sloan School of Management (Finance)
Pioneer Investments September 2011 - Present
Pioneer Investments January 2009 - August 2011
Pioneer Investments January 2007 - December 2008
Pioneer Investments July 2001 - January 2007
Skills
Portfolio Management, Quantitative Research, Risk Management, SQL, Equities, Matlab, Asset Management, Equity Research, Investments, Hedge Funds, Bloomberg, Quantitative Finance, Fixed Income, Alternative Investments, Valuation, Mutual Funds
Education
Massachusetts Institute of Technology 1997 — 2001
BS, Sloan School of Management (Finance)
Serena Sun's Pioneer Investments Experience January 2010 - June 2010
Job Senior Tax Consultant at Deloitte Tax LLP
Industry Accounting
Experience
Deloitte Tax LLP January 2012 - Present
Deloitte Tax LLP January 2011 - April 2011
Pioneer Investments January 2010 - June 2010
Education
Northeastern University 2007 — 2011
Deloitte Tax LLP January 2012 - Present
Deloitte Tax LLP January 2011 - April 2011
Pioneer Investments January 2010 - June 2010
Education
Northeastern University 2007 — 2011
Joseph Falconeiri's Pioneer Investments Experience January 2001 - January 2002
Job Senior Financial Consultant at CCO Investments
Industry Investment Management
Experience
CCO Investments March 2011 - Present
Sovereign/Santandar Investments 2007 - 2011
The Commonwealth Financial Group 2003 - 2007
Pioneer Investments January 2001 - January 2002
Education
Montana State University-Bozeman 1994 — 1999
BS
CCO Investments March 2011 - Present
Sovereign/Santandar Investments 2007 - 2011
The Commonwealth Financial Group 2003 - 2007
Pioneer Investments January 2001 - January 2002
Education
Montana State University-Bozeman 1994 — 1999
BS
Nordia Ellis's Pioneer Investments Experience June 1988 - July 2000
Job Accounting and Finance
Industry Financial Services
Experience
Boston Financial Data Services July 2000 - September 2011
Pioneer Investments June 1988 - July 2000
Education
Northeastern University
BS, Business Adminiration
Boston Financial Data Services July 2000 - September 2011
Pioneer Investments June 1988 - July 2000
Education
Northeastern University
BS, Business Adminiration
Dean Hoeger's Pioneer Investments Experience April 2008 - September 2014
Job Internal Business Consultant at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments September 2014 - Present
Pioneer Investments April 2008 - September 2014
Goldman Sachs Agency Lending 2002 - 2008
Skills
Series 7, Mutual Funds, Series 66, FINRA, Series 63, Investments, Uniform Combined State..., Asset Allocation, Asset Management, Series 6, Alternative Investments, Equities, Wealth Management, Portfolio Management, Relationship Management, Bloomberg, Sales Operations, Fixed Annuities, Separately Managed...
Education
Northeastern University 2013 — 2015
Master of Business Administration (MBA)
Northeastern University 1997 — 2002
Finance, Management Information Systems
John Hancock Investments September 2014 - Present
Pioneer Investments April 2008 - September 2014
Goldman Sachs Agency Lending 2002 - 2008
Skills
Series 7, Mutual Funds, Series 66, FINRA, Series 63, Investments, Uniform Combined State..., Asset Allocation, Asset Management, Series 6, Alternative Investments, Equities, Wealth Management, Portfolio Management, Relationship Management, Bloomberg, Sales Operations, Fixed Annuities, Separately Managed...
Education
Northeastern University 2013 — 2015
Master of Business Administration (MBA)
Northeastern University 1997 — 2002
Finance, Management Information Systems
T Rowe Price
The Blackstone Group
Lazard
ING Investment Management
Deutsche Asset Management
Lazard Asset Management
Natixis Global Asset Management
Harvard Management Company