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
Yakov Figo Yakov Figo's Pioneer Investments Experience July 2007 - January 2008
Job AVP Trust Operations Officer
Industry Banking
Experience
Eastern Bank May 2012 - Present
SANTANDER, Boston, MA December 2009 - May 2012
Software Process Multimedia, Inc. January 2008 - December 2009
Pioneer Investments July 2007 - January 2008
Aviva Life Insurance Company July 2006 - January 2007
Skills
Project Management, Quality Assurance, Business Analysis, Banking, Stakeholder Management, Risk Management, Requirements Gathering, Project Delivery, Business Requirements, User Acceptance Testing, Requirements Analysis, Business Intelligence, Business Process..., Project Portfolio..., Business Process, Software Project...
Education
Northeastern University
Bachelor of Science Degree, Business Administration; Management Information Systems
Eastern Bank May 2012 - Present
SANTANDER, Boston, MA December 2009 - May 2012
Software Process Multimedia, Inc. January 2008 - December 2009
Pioneer Investments July 2007 - January 2008
Aviva Life Insurance Company July 2006 - January 2007
Skills
Project Management, Quality Assurance, Business Analysis, Banking, Stakeholder Management, Risk Management, Requirements Gathering, Project Delivery, Business Requirements, User Acceptance Testing, Requirements Analysis, Business Intelligence, Business Process..., Project Portfolio..., Business Process, Software Project...
Education
Northeastern University
Bachelor of Science Degree, Business Administration; Management Information Systems
Doug Van Sickle, AIF® Doug Van Sickle, AIF®'s Pioneer Investments Experience September 2012 - Present
Job Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management April 2015 - Present
Pioneer Investments September 2012 - Present
Pioneer Investments February 2007 - September 2012
Skills
Separately Managed..., Series 6, Series 7, Mutual Funds, Series 63, Uniform Combined State..., Asset Allocation, FINRA, Variable Annuities, Wealth Management, Investments, Alternative Investments, Asset Managment, Morningstar, Retirement Planning, Portfolio Management, ETFs, Relationship Management
Education
Rollins College 2001 — 2005
Bachelor's degree, Sociology
Natixis Global Asset Management April 2015 - Present
Pioneer Investments September 2012 - Present
Pioneer Investments February 2007 - September 2012
Skills
Separately Managed..., Series 6, Series 7, Mutual Funds, Series 63, Uniform Combined State..., Asset Allocation, FINRA, Variable Annuities, Wealth Management, Investments, Alternative Investments, Asset Managment, Morningstar, Retirement Planning, Portfolio Management, ETFs, Relationship Management
Education
Rollins College 2001 — 2005
Bachelor's degree, Sociology
Matt Frederick, CRPC® Matt Frederick, CRPC®'s Pioneer Investments Experience 2001 - 2003
Job Regional Vice President at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life Insurance Company May 2014 - Present
MetLife August 2009 - April 2014
UBS February 2005 - August 2009
Merrill Lynch February 2003 - February 2005
Pioneer Investments 2001 - 2003
Prudential Securities 1995 - 2001
AXA Advisors 1990 - 1995
Skills
Retirement, Retirement Planning, Fixed Annuities, Series 7, Mutual Funds, Sales, 401k, Life Insurance, Series 63, Asset Allocation, Variable Annuities, Long-term Care
Education
Southern Methodist University 1985 — 1989
BA, Economics
Pacific Life Insurance Company May 2014 - Present
MetLife August 2009 - April 2014
UBS February 2005 - August 2009
Merrill Lynch February 2003 - February 2005
Pioneer Investments 2001 - 2003
Prudential Securities 1995 - 2001
AXA Advisors 1990 - 1995
Skills
Retirement, Retirement Planning, Fixed Annuities, Series 7, Mutual Funds, Sales, 401k, Life Insurance, Series 63, Asset Allocation, Variable Annuities, Long-term Care
Education
Southern Methodist University 1985 — 1989
BA, Economics
Maria Rowen Maria Rowen's Pioneer Investments Experience March 2015 - Present
Job Recruiter at Pioneer Investments
Industry Computer Software
Experience
Pioneer Investments March 2015 - Present
Linedata Services December 2008 - Present
Various Companies May 1996 - November 2008
Skills
Technical Recruiting, Full-cycle Recruiting, Sourcing, Internet Recruiting, SDLC, Recruiting, Talent Acquisition, Talent Management, Applicant Tracking..., Employee Relations, Onboarding, Screening Resumes, Consulting, College Recruiting, Start-ups, Interviews, HRIS, Human Resources, Benefits Negotiation, Financial Services, Deferred Compensation, Vendor Management, Temporary Placement, Taleo, Contract Recruitment, PeopleSoft, Succession Planning, Performance Management, Staffing Services, Staff Augmentation, Employee Engagement, Employee Benefits, Personnel Management, Executive Management, Screening, Executive Search
Education
Salem State University
MS
Simmons College
BS
Pioneer Investments March 2015 - Present
Linedata Services December 2008 - Present
Various Companies May 1996 - November 2008
Skills
Technical Recruiting, Full-cycle Recruiting, Sourcing, Internet Recruiting, SDLC, Recruiting, Talent Acquisition, Talent Management, Applicant Tracking..., Employee Relations, Onboarding, Screening Resumes, Consulting, College Recruiting, Start-ups, Interviews, HRIS, Human Resources, Benefits Negotiation, Financial Services, Deferred Compensation, Vendor Management, Temporary Placement, Taleo, Contract Recruitment, PeopleSoft, Succession Planning, Performance Management, Staffing Services, Staff Augmentation, Employee Engagement, Employee Benefits, Personnel Management, Executive Management, Screening, Executive Search
Education
Salem State University
MS
Simmons College
BS
Emily Stephenson's Pioneer Investments Experience April 2015 - Present
Job Client Service Representative at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments April 2015 - Present
Fund for the Public Interest May 2013 - March 2015
Teavana August 2012 - April 2013
Cosi August 2011 - January 2013
Fund for the Public Interest May 2012 - August 2012
Northland College 2009 - 2011
Skills
Research, Writing, Canvassing, Assistant Directing, Barista Training, Time Management, Sales, Political Campaigns, Non-profit Leadership, Experience Working with..., Community Development, Community Outreach, Graphic Design, Photography, Poetry, Digital Photography, Event Planning, Public Speaking, Fundraising, Microsoft Office, Social Media, Customer Service, Nonprofits, Social Networking, Leadership, PowerPoint, Editing, Management, Microsoft Excel, Volunteer Management
Education
UW-Milwaukee 2011 — 2013
Bachelor of Science (BS), Sociology
Northland College 2009 — 2011
Bachelor of Science (BS), Sociology
Pioneer Investments April 2015 - Present
Fund for the Public Interest May 2013 - March 2015
Teavana August 2012 - April 2013
Cosi August 2011 - January 2013
Fund for the Public Interest May 2012 - August 2012
Northland College 2009 - 2011
Skills
Research, Writing, Canvassing, Assistant Directing, Barista Training, Time Management, Sales, Political Campaigns, Non-profit Leadership, Experience Working with..., Community Development, Community Outreach, Graphic Design, Photography, Poetry, Digital Photography, Event Planning, Public Speaking, Fundraising, Microsoft Office, Social Media, Customer Service, Nonprofits, Social Networking, Leadership, PowerPoint, Editing, Management, Microsoft Excel, Volunteer Management
Education
UW-Milwaukee 2011 — 2013
Bachelor of Science (BS), Sociology
Northland College 2009 — 2011
Bachelor of Science (BS), Sociology
Ryan Garvey Ryan Garvey's Pioneer Investments Experience January 2000 - January 2002
Job Account Executive at Alliance HealthCare Services
Industry Hospital & Health Care
Experience
Alliance HealthCare Services January 2014 - Present
Teva Pharmaceuticals March 2011 - April 2013
Shire Pharmaceuticals May 2009 - March 2011
UCB Pharma August 2005 - May 2009
Buckeye International October 2002 - August 2005
Pioneer Investments January 2000 - January 2002
Skills
Product Launch, Sales Force Development, Pharmaceutical Industry, Business Acumen, Business Development, Pharmaceutical Sales, Territory Management, Positioning, Neurology, Managed Care, Dermatology, Sales Effectiveness, Pharmacy Benefit..., Market Access, Psychiatry, Primary Care Physicians, Infectious Diseases, Pediatrics, Medical Devices, Selling Skills, Sales Operations
Education
Saint Michael's College 1996 — 2000
Bachelor of Science, Business Administration
BRIDGTON ACADEMY 1995 — 1996
Sandwich High School 1991 — 1995
Alliance HealthCare Services January 2014 - Present
Teva Pharmaceuticals March 2011 - April 2013
Shire Pharmaceuticals May 2009 - March 2011
UCB Pharma August 2005 - May 2009
Buckeye International October 2002 - August 2005
Pioneer Investments January 2000 - January 2002
Skills
Product Launch, Sales Force Development, Pharmaceutical Industry, Business Acumen, Business Development, Pharmaceutical Sales, Territory Management, Positioning, Neurology, Managed Care, Dermatology, Sales Effectiveness, Pharmacy Benefit..., Market Access, Psychiatry, Primary Care Physicians, Infectious Diseases, Pediatrics, Medical Devices, Selling Skills, Sales Operations
Education
Saint Michael's College 1996 — 2000
Bachelor of Science, Business Administration
BRIDGTON ACADEMY 1995 — 1996
Sandwich High School 1991 — 1995
Stephanie (Jones) Long Stephanie (Jones) Long's Pioneer Investments Experience January 2005 - August 2005
Job Manager, Human Resources & Operations
Industry Human Resources
Experience
Andersen Tax June 2013 - Present
Ernst & Young October 2008 - May 2013
Ernst & Young January 2006 - October 2008
Pioneer Investments January 2005 - August 2005
Skills
Accounting, Financial Reporting, Financial Analysis, Tax, US GAAP
Education
Northeastern University 2003 — 2008
BSBA, Accounting and Finance
Chelmsford High School 1999 — 2003
Andersen Tax June 2013 - Present
Ernst & Young October 2008 - May 2013
Ernst & Young January 2006 - October 2008
Pioneer Investments January 2005 - August 2005
Skills
Accounting, Financial Reporting, Financial Analysis, Tax, US GAAP
Education
Northeastern University 2003 — 2008
BSBA, Accounting and Finance
Chelmsford High School 1999 — 2003
Andy Keith Andy Keith's Pioneer Investments Experience May 1998 - March 2008
Job Managing Director at U.S. Trust.
Industry Investment Management
Experience
U.S. Trust May 2015 - Present
U.S. Trust December 2009 - May 2015
Bank of America March 2008 - March 2009
Merrill Lynch March 2009 - 2009
Pioneer Investments May 1998 - March 2008
New York Life 1996 - 1998
New York Life 1995 - 1996
Skills
Mutual Funds, Asset Management, Investments, Investment Products, Business Planning, Retirement, Institutional, Series 7, Wealth Management, Product Management, Client Service, Investment Advisory, Series 66, Annuities, Retirement Planning, Business Strategy, Asset Allocation, Investment Strategies, Separately Managed..., Managed Accounts, Fund Of Funds, Institutional..., Defined Benefit, Private Banking, Financial Advisory
Education
Providence College 1990 — 1994
BSc, Economics
U.S. Trust May 2015 - Present
U.S. Trust December 2009 - May 2015
Bank of America March 2008 - March 2009
Merrill Lynch March 2009 - 2009
Pioneer Investments May 1998 - March 2008
New York Life 1996 - 1998
New York Life 1995 - 1996
Skills
Mutual Funds, Asset Management, Investments, Investment Products, Business Planning, Retirement, Institutional, Series 7, Wealth Management, Product Management, Client Service, Investment Advisory, Series 66, Annuities, Retirement Planning, Business Strategy, Asset Allocation, Investment Strategies, Separately Managed..., Managed Accounts, Fund Of Funds, Institutional..., Defined Benefit, Private Banking, Financial Advisory
Education
Providence College 1990 — 1994
BSc, Economics
Michael Musak Michael Musak's Pioneer Investments Experience June 2014 - Present
Job Internal Wholesaler at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments June 2014 - Present
Putnam Investments August 2013 - May 2014
Putnam Investments January 2013 - July 2013
KeyBank June 2011 - October 2012
KeyBank June 2010 - June 2011
Skills
Customer Service, Finance, Marketing, Sales, Credit, Financial Analysis, Microsoft Excel, Leadership, Outlook, Market Research, PowerPoint, Event Planning, Microsoft Office, Microsoft Word, Research, Social Media, Public Speaking, Series 63, Series 6, Series 7
Education
Siena College 2008 — 2010
BS, Finance
Wagner College 2007 — 2008
Pioneer Investments June 2014 - Present
Putnam Investments August 2013 - May 2014
Putnam Investments January 2013 - July 2013
KeyBank June 2011 - October 2012
KeyBank June 2010 - June 2011
Skills
Customer Service, Finance, Marketing, Sales, Credit, Financial Analysis, Microsoft Excel, Leadership, Outlook, Market Research, PowerPoint, Event Planning, Microsoft Office, Microsoft Word, Research, Social Media, Public Speaking, Series 63, Series 6, Series 7
Education
Siena College 2008 — 2010
BS, Finance
Wagner College 2007 — 2008
Stephan Molzahn Stephan Molzahn's Pioneer Investments Experience March 2005 - September 2007
Job paac GmbH, CEO
Industry Marketing and Advertising
Experience
paac GmbH February 2011 - Present
Studio Molzahn January 2004 - Present
ADG Holdings LLP January 2011 - January 2012
Erste Asset Management GmbH October 2007 - June 2010
Pioneer Investments March 2005 - September 2007
Commerzbank AG June 2003 - December 2004
Skills
Management, Asset Management, Portfolio Management, Business Strategy, Investments, Equities, Financial Markets, Derivatives, Capital Markets, Emerging Markets, Hedge Funds, Fixed Income, Sales Management, Alternative Investments
Education
Universität Bayreuth / University of Bayreuth 1996 — 2003
Dipl.-Kfm., Betriebswirtschaftslehre
University of Nottingham - Nottingham University Business School 1999 — 2000
paac GmbH February 2011 - Present
Studio Molzahn January 2004 - Present
ADG Holdings LLP January 2011 - January 2012
Erste Asset Management GmbH October 2007 - June 2010
Pioneer Investments March 2005 - September 2007
Commerzbank AG June 2003 - December 2004
Skills
Management, Asset Management, Portfolio Management, Business Strategy, Investments, Equities, Financial Markets, Derivatives, Capital Markets, Emerging Markets, Hedge Funds, Fixed Income, Sales Management, Alternative Investments
Education
Universität Bayreuth / University of Bayreuth 1996 — 2003
Dipl.-Kfm., Betriebswirtschaftslehre
University of Nottingham - Nottingham University Business School 1999 — 2000
Christine Seaver Christine Seaver's Pioneer Investments Experience June 2011 - Present
Job Meetings and Events Coordinator at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments June 2011 - Present
Pioneer Investments September 2009 - June 2011
Pioneer Investments May 2007 - September 2009
Pioneer Investments January 2007 - May 2007
Skills
Corporate Events, Marketing, Microsoft Office, Internal Communications, Social Media Marketing, Customer Service, Mutual Funds, Public Relations, Leadership, Event Planning, Event Management, Budgets
Education
University of Massachusetts, Amherst 2005 — 2007
BA, Journalism
Quinnipiac University 2003 — 2005
Public Relations
Cathedral High School 1999 — 2003
Pioneer Investments June 2011 - Present
Pioneer Investments September 2009 - June 2011
Pioneer Investments May 2007 - September 2009
Pioneer Investments January 2007 - May 2007
Skills
Corporate Events, Marketing, Microsoft Office, Internal Communications, Social Media Marketing, Customer Service, Mutual Funds, Public Relations, Leadership, Event Planning, Event Management, Budgets
Education
University of Massachusetts, Amherst 2005 — 2007
BA, Journalism
Quinnipiac University 2003 — 2005
Public Relations
Cathedral High School 1999 — 2003
William Rust William Rust's Pioneer Investments Experience October 2013 - Present
Job Internal Wholesaler at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments October 2013 - Present
Edward Jones June 2012 - October 2013
Mutual of Omaha September 2011 - April 2012
Skills
Sales, Finance, Training, Time Management, Estate Planning, Retirement Planning, Access, Investments, Fixed Annuities, Financial Analysis
Education
Saint John Fisher College 2008 — 2012
Business Management, Financial Planning Concentration
Pioneer Investments October 2013 - Present
Edward Jones June 2012 - October 2013
Mutual of Omaha September 2011 - April 2012
Skills
Sales, Finance, Training, Time Management, Estate Planning, Retirement Planning, Access, Investments, Fixed Annuities, Financial Analysis
Education
Saint John Fisher College 2008 — 2012
Business Management, Financial Planning Concentration
Laura Padolsky Laura Padolsky's Pioneer Investments Experience March 2012 - Present
Job Sales Reporting Analyst at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments March 2012 - Present
Pioneer Investments June 2010 - March 2012
Pioneer Investments September 2008 - June 2010
Skills
Finance, Data Analysis, Financial Analysis, Microsoft Office, Microsoft Excel, Mutual Funds, Sales, Business Analysis, Investments, Analysis, Market Research, Access, Fixed Income, Financial Reporting, Customer Service, Financial Modeling, Equities, Financial Services, Marketing
Education
Salem State College
Bachelor of Science, Business Administration
Pioneer Investments March 2012 - Present
Pioneer Investments June 2010 - March 2012
Pioneer Investments September 2008 - June 2010
Skills
Finance, Data Analysis, Financial Analysis, Microsoft Office, Microsoft Excel, Mutual Funds, Sales, Business Analysis, Investments, Analysis, Market Research, Access, Fixed Income, Financial Reporting, Customer Service, Financial Modeling, Equities, Financial Services, Marketing
Education
Salem State College
Bachelor of Science, Business Administration
Craig Schwalb, CIMA® Craig Schwalb, CIMA®'s Pioneer Investments Experience 2003 - 2005
Job Senior Vice President at Scout Investments
Industry Financial Services
Experience
Scout Investments March 2015 - Present
Scout Investments 2008 - Present
Cohen & Steers 2007 - 2008
U.S. Trust 2005 - 2007
Pioneer Investments 2003 - 2005
Education
Providence College 1996 — 1999
Bachelor of Science, Marketing
Scout Investments March 2015 - Present
Scout Investments 2008 - Present
Cohen & Steers 2007 - 2008
U.S. Trust 2005 - 2007
Pioneer Investments 2003 - 2005
Education
Providence College 1996 — 1999
Bachelor of Science, Marketing
Joe McNamee Joe McNamee's Pioneer Investments Experience May 1995 - July 2007
Job Senior Enterprise Account Manager Team Leader
Industry Computer Software
Experience
Ipswitch, Inc. April 2015 - Present
Ipswitch, Inc. August 2013 - Present
Visible Edge May 2011 - June 2013
Oracle May 2009 - May 2011
Oracle July 2007 - May 2009
Pioneer Investments May 1995 - July 2007
Skills
Territory Management, Sales Management, Negotiation, Team Building, Consulting, Channel Partners, Business Intelligence, Business Development, SaaS, Account Management, Cold Calling, Complex Sales, Enterprise Software, Integration, New Business Development, Sales, Sales Process, Solution Selling, Sales Force Development, Leadership, Direct Sales, Selling, Salesforce.com
Education
Bishop Fenwick 1985 — 1989
Salem State University
Bachelors, Management, Economics
Ipswitch, Inc. April 2015 - Present
Ipswitch, Inc. August 2013 - Present
Visible Edge May 2011 - June 2013
Oracle May 2009 - May 2011
Oracle July 2007 - May 2009
Pioneer Investments May 1995 - July 2007
Skills
Territory Management, Sales Management, Negotiation, Team Building, Consulting, Channel Partners, Business Intelligence, Business Development, SaaS, Account Management, Cold Calling, Complex Sales, Enterprise Software, Integration, New Business Development, Sales, Sales Process, Solution Selling, Sales Force Development, Leadership, Direct Sales, Selling, Salesforce.com
Education
Bishop Fenwick 1985 — 1989
Salem State University
Bachelors, Management, Economics
Jeff Caira Jeff Caira's Pioneer Investments Experience July 2000 - August 2003
Job Real Estate Investor and Board Member
Industry Real Estate
Experience
IRET Properties June 2015 - Present
Tillrock Capital Partners February 2014 - Present
AEW Capital Management August 2003 - December 2013
Pioneer Investments July 2000 - August 2003
Tucker Anthony 1998 - 2000
Winn Development 1994 - 1997
The Caira Company 1992 - 1994
John M. Corcoran & Company July 1983 - April 1992
Xerox September 1979 - April 1982
Skills
Valuation, Equity Research, Mutual Funds, Real Estate Economics, Asset Management, Equity Valuation, Commercial Real Estate, Market Analysis, Financial Analysis, Due Diligence, Financial Modeling, Financial Services, Investments, Investment Management, Analysis, Real Estate, Acquisitions, Corporate Finance, Capital Markets, Securities, Risk Management, Financial Structuring, Real Estate Development, Investment Properties, Equities, Asset Allocation, Portfolio Management, Investment Strategies, Economics, Finance
Education
Northwestern University - Kellogg School of Management 1982 — 1983
MBA, Finance
University of Notre Dame 1975 — 1979
BBA, Finance, Marketing
IRET Properties June 2015 - Present
Tillrock Capital Partners February 2014 - Present
AEW Capital Management August 2003 - December 2013
Pioneer Investments July 2000 - August 2003
Tucker Anthony 1998 - 2000
Winn Development 1994 - 1997
The Caira Company 1992 - 1994
John M. Corcoran & Company July 1983 - April 1992
Xerox September 1979 - April 1982
Skills
Valuation, Equity Research, Mutual Funds, Real Estate Economics, Asset Management, Equity Valuation, Commercial Real Estate, Market Analysis, Financial Analysis, Due Diligence, Financial Modeling, Financial Services, Investments, Investment Management, Analysis, Real Estate, Acquisitions, Corporate Finance, Capital Markets, Securities, Risk Management, Financial Structuring, Real Estate Development, Investment Properties, Equities, Asset Allocation, Portfolio Management, Investment Strategies, Economics, Finance
Education
Northwestern University - Kellogg School of Management 1982 — 1983
MBA, Finance
University of Notre Dame 1975 — 1979
BBA, Finance, Marketing
Jim Butler Jim Butler's Pioneer Investments Experience November 2005 - February 2006
Job SVP of Technology, Millennial Media
Industry Marketing and Advertising
Experience
Millennial Media December 2014 - Present
clypd, inc. April 2013 - Present
Nexage August 2009 - December 2014
Grid Nova, Inc. March 2005 - August 2009
matchmine January 2007 - October 2008
Pioneer Investments November 2005 - February 2006
eCredit.com, Inc. July 2001 - January 2005
BAE Systems April 2001 - July 2001
J.P. Morgan Chase January 2001 - March 2001
EC Cubed, Inc. June 2000 - December 2000
Skills
System Architecture, Scalability, SaaS, Engineering, Web Services, Architecture, Agile Methodologies, Integration, Software Development, Java Enterprise Edition, XML, Enterprise Software, Mobile Applications, Distributed Systems, Start-ups
Education
University of Maryland 1988 — 1990
Ph.D., Electrical Engineering
Rensselaer Polytechnic Institute 1984 — 1985
M.S., Electrical Engineering
University of Lowell 1981 — 1984
B.S., Electrical Engineering
Wentworth Institute of Technology 1979 — 1981
A.S., Electrical Engineering
Millennial Media December 2014 - Present
clypd, inc. April 2013 - Present
Nexage August 2009 - December 2014
Grid Nova, Inc. March 2005 - August 2009
matchmine January 2007 - October 2008
Pioneer Investments November 2005 - February 2006
eCredit.com, Inc. July 2001 - January 2005
BAE Systems April 2001 - July 2001
J.P. Morgan Chase January 2001 - March 2001
EC Cubed, Inc. June 2000 - December 2000
Skills
System Architecture, Scalability, SaaS, Engineering, Web Services, Architecture, Agile Methodologies, Integration, Software Development, Java Enterprise Edition, XML, Enterprise Software, Mobile Applications, Distributed Systems, Start-ups
Education
University of Maryland 1988 — 1990
Ph.D., Electrical Engineering
Rensselaer Polytechnic Institute 1984 — 1985
M.S., Electrical Engineering
University of Lowell 1981 — 1984
B.S., Electrical Engineering
Wentworth Institute of Technology 1979 — 1981
A.S., Electrical Engineering
James F. Stuart, CIMA® James F. Stuart, CIMA®'s Pioneer Investments Experience November 1995 - March 1997
Job Senior Regional Marketing Director, Wholesaler at Putnam Investments
Industry Investment Management
Experience
Putnam Investments June 2011 - Present
Putnam Investments February 2001 - June 2011
Putnam Investments March 1999 - February 2001
Putnam Investments March 1997 - March 1999
Pioneer Investments November 1995 - March 1997
Pioneer Investments April 1994 - November 1995
Pioneer Investments September 1992 - April 1994
Skills
Mutual Funds, Series 6, Series 7, Series 63, Series 65, Salesforce, 529 Plans, Social Media, LinkedIn
Education
Saint Michael's College 1988 — 1992
BS, Business Administration
Ledyard High School 1984 — 1988
Putnam Investments June 2011 - Present
Putnam Investments February 2001 - June 2011
Putnam Investments March 1999 - February 2001
Putnam Investments March 1997 - March 1999
Pioneer Investments November 1995 - March 1997
Pioneer Investments April 1994 - November 1995
Pioneer Investments September 1992 - April 1994
Skills
Mutual Funds, Series 6, Series 7, Series 63, Series 65, Salesforce, 529 Plans, Social Media, LinkedIn
Education
Saint Michael's College 1988 — 1992
BS, Business Administration
Ledyard High School 1984 — 1988
Myles Gosmon Myles Gosmon's Pioneer Investments Experience December 2013 - Present
Job Graduated from Roxbury Community College
Industry Information Technology and Services
Experience
Pioneer Investments December 2013 - Present
NSK & Associates, Inc. August 2013 - Present
Skills
Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Windows, Teamwork, Team Leadership, Public Speaking, Business Analysis, Computer Hardware, Troubleshooting, Operating Systems, Visual Basic, Java, HTML, SQL, JavaScript, Microsoft Excel, Photoshop, English, Windows 7, Access
Education
Roxbury Community College 2012 — 2013
Associate's degree in Information Technology, Computer and Information Sciences and Support Services
Pioneer Investments December 2013 - Present
NSK & Associates, Inc. August 2013 - Present
Skills
Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Windows, Teamwork, Team Leadership, Public Speaking, Business Analysis, Computer Hardware, Troubleshooting, Operating Systems, Visual Basic, Java, HTML, SQL, JavaScript, Microsoft Excel, Photoshop, English, Windows 7, Access
Education
Roxbury Community College 2012 — 2013
Associate's degree in Information Technology, Computer and Information Sciences and Support Services
Craig Leach Craig Leach's Pioneer Investments Experience August 2013 - May 2014
Job Sales Representative at Nasuni
Industry Information Technology and Services
Experience
Nasuni July 2015 - Present
Continuum Managed Services, LLC June 2014 - July 2015
Pioneer Investments August 2013 - May 2014
Fidelity Investments April 2013 - August 2013
Fidelity Investments August 2012 - April 2013
St. Lawrence University August 2008 - August 2012
Skills
Economics, Investments, Portfolio Management, Asset Management, Finance, Equities, Microsoft Word, Mutual Funds, Teamwork, Sales, Securities, Financial Analysis, Public Speaking, Fundraising, Time Management
Education
Saint Lawrence University 2008 — 2012
Bachelors, Economics
Holderness School 2004 — 2008
Nasuni July 2015 - Present
Continuum Managed Services, LLC June 2014 - July 2015
Pioneer Investments August 2013 - May 2014
Fidelity Investments April 2013 - August 2013
Fidelity Investments August 2012 - April 2013
St. Lawrence University August 2008 - August 2012
Skills
Economics, Investments, Portfolio Management, Asset Management, Finance, Equities, Microsoft Word, Mutual Funds, Teamwork, Sales, Securities, Financial Analysis, Public Speaking, Fundraising, Time Management
Education
Saint Lawrence University 2008 — 2012
Bachelors, Economics
Holderness School 2004 — 2008
Cindy Ronses Cindy Ronses's Pioneer Investments Experience June 2008 - December 2009
Job Accountant at Ares Management
Industry Investment Management
Experience
Canyon Capital September 2014 - Present
SS&C GlobeOp August 2013 - March 2014
Ares Management February 2010 - August 2013
Pioneer Investments June 2008 - December 2009
Putnam Investments December 2007 - May 2008
Skills
Accruals, Accounting, Financial Reporting, Financial Analysis, Investments, Valuation, General Ledger, Bloomberg, Asset Managment, Fund Accounting, Microsoft Excel, Outlook, Derivatives, Hedge Funds, Mutual Funds, Account Reconciliation, Cash Management, Capital Markets, Bonds, Investment Banking, Fixed Income, Asset Management, Alternative Investments, Auditing, Corporate Finance, Fund Administration, Bloomberg Terminal, Sarbanes-Oxley Act, Equities, Financial Modeling, Finance, Investment Management, Financial Accounting, Financial Statements, Structured Products, Investor Relations, GAAP, Back Office, Loans, Financial Statement..., Securities
Education
Southern New Hampshire University 2005 — 2008
Bachelor of Science (B.S.), International Business
Canyon Capital September 2014 - Present
SS&C GlobeOp August 2013 - March 2014
Ares Management February 2010 - August 2013
Pioneer Investments June 2008 - December 2009
Putnam Investments December 2007 - May 2008
Skills
Accruals, Accounting, Financial Reporting, Financial Analysis, Investments, Valuation, General Ledger, Bloomberg, Asset Managment, Fund Accounting, Microsoft Excel, Outlook, Derivatives, Hedge Funds, Mutual Funds, Account Reconciliation, Cash Management, Capital Markets, Bonds, Investment Banking, Fixed Income, Asset Management, Alternative Investments, Auditing, Corporate Finance, Fund Administration, Bloomberg Terminal, Sarbanes-Oxley Act, Equities, Financial Modeling, Finance, Investment Management, Financial Accounting, Financial Statements, Structured Products, Investor Relations, GAAP, Back Office, Loans, Financial Statement..., Securities
Education
Southern New Hampshire University 2005 — 2008
Bachelor of Science (B.S.), International Business
Yannick Miquel Yannick Miquel's Pioneer Investments Experience October 1993 - October 1995
Job Trade Supervisor at NFP Advisor Services Group
Industry Financial Services
Experience
National Financial Partners April 2011 - Present
Northwestern Mutual Financial October 2007 - April 2010
Investors Capital Corporation October 2005 - October 2007
Omni Home Financing June 2003 - January 2005
Washington Mutual Bank August 2002 - July 2003
Commonwealth Financial Network October 1995 - August 2000
Pioneer Investments October 1993 - October 1995
Skills
Mutual Funds, Fixed Annuities, Due Diligence, Series 7, Series 9, Series 10, Series 24, Series 53, Series 31, Series 63, Series 65, Securities, Investment Advisory, Investments, Insurance, Wealth Management, FINRA, Risk Management, Equities, Retirement
Education
Suffolk University - Sawyer Business School 2000 — 2001
MBA, MBA
Plymouth State University 1987 — 1991
BS, Education
National Financial Partners April 2011 - Present
Northwestern Mutual Financial October 2007 - April 2010
Investors Capital Corporation October 2005 - October 2007
Omni Home Financing June 2003 - January 2005
Washington Mutual Bank August 2002 - July 2003
Commonwealth Financial Network October 1995 - August 2000
Pioneer Investments October 1993 - October 1995
Skills
Mutual Funds, Fixed Annuities, Due Diligence, Series 7, Series 9, Series 10, Series 24, Series 53, Series 31, Series 63, Series 65, Securities, Investment Advisory, Investments, Insurance, Wealth Management, FINRA, Risk Management, Equities, Retirement
Education
Suffolk University - Sawyer Business School 2000 — 2001
MBA, MBA
Plymouth State University 1987 — 1991
BS, Education
Michael Gillespie Michael Gillespie's Pioneer Investments Experience 1985 - 1998
Job Chief Compliance Officer at Windhaven Investment Management and Charles Schwab Investment Advisory
Industry Investment Management
Experience
Windhaven Investment Management, Inc. and ThomasPartners, Inc. March 2012 - Present
GMO 2005 - February 2012
Fidelity Investments 2002 - 2005
State Street 1998 - 2002
Pioneer Investments 1985 - 1998
Skills
Mutual Funds, Hedge Funds, Risk Management, Financial Risk, Corporate Governance, Investments, Financial Services, Asset Management, Banking, Investment Management, Portfolio Management, Securities, Investment Advisory, Alternative Investments, AML, ETFs, Securities Regulation, Private Equity
Education
Suffolk University Law School 1981 — 1985
JD
Providence College 1976 — 1980
BS, Business Management
University of Oxford
International Law
Windhaven Investment Management, Inc. and ThomasPartners, Inc. March 2012 - Present
GMO 2005 - February 2012
Fidelity Investments 2002 - 2005
State Street 1998 - 2002
Pioneer Investments 1985 - 1998
Skills
Mutual Funds, Hedge Funds, Risk Management, Financial Risk, Corporate Governance, Investments, Financial Services, Asset Management, Banking, Investment Management, Portfolio Management, Securities, Investment Advisory, Alternative Investments, AML, ETFs, Securities Regulation, Private Equity
Education
Suffolk University Law School 1981 — 1985
JD
Providence College 1976 — 1980
BS, Business Management
University of Oxford
International Law
Jamie Axford Jamie Axford's Pioneer Investments Experience July 2010 - April 2012
Job Director, DCIO Consultant Relations at Putnam Investments
Industry Financial Services
Experience
Putnam Investments June 2012 - Present
Pioneer Investments July 2010 - April 2012
MassMutual Retirement Services March 2007 - August 2009
Russell Investments October 2004 - March 2007
MFS Investment Management September 1989 - October 2004
Education
Penn State University
Bachelor of Arts (B.A.)
Putnam Investments June 2012 - Present
Pioneer Investments July 2010 - April 2012
MassMutual Retirement Services March 2007 - August 2009
Russell Investments October 2004 - March 2007
MFS Investment Management September 1989 - October 2004
Education
Penn State University
Bachelor of Arts (B.A.)
Chris Bilello CIMA® Chris Bilello CIMA®'s Pioneer Investments Experience September 2012 - Present
Job Regional Vice President, DCIO Northeast at Pioneer Investments
Industry Investment Management
Experience
Pioneer Investments September 2012 - Present
Pioneer Investments May 2010 - September 2012
Pioneer Investments September 2007 - April 2010
MFS Investment Management 2003 - 2004
MFS Investment Management 1998 - 2000
MFS Investment Management 1997 - 1999
Skills
Wealth Management, Series 7, Asset Allocation, Bloomberg, Asset Managment, Mutual Funds, Investment Strategies, Investments, Fixed Annuities, Separately Managed..., Investment Advisory, Financial Advisory, Equities, Series 63, Retirement Planning
Education
Rowan University 1993 — 1997
Mathematics
St. Peter's College 1992 — 1993
Pioneer Investments September 2012 - Present
Pioneer Investments May 2010 - September 2012
Pioneer Investments September 2007 - April 2010
MFS Investment Management 2003 - 2004
MFS Investment Management 1998 - 2000
MFS Investment Management 1997 - 1999
Skills
Wealth Management, Series 7, Asset Allocation, Bloomberg, Asset Managment, Mutual Funds, Investment Strategies, Investments, Fixed Annuities, Separately Managed..., Investment Advisory, Financial Advisory, Equities, Series 63, Retirement Planning
Education
Rowan University 1993 — 1997
Mathematics
St. Peter's College 1992 — 1993
Anthony Cocco Anthony Cocco's Pioneer Investments Experience June 2007 - Present
Job Sr. Shareholder Communications Manager at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments June 2007 - Present
coldhardfootballfacts.com August 2005 - September 2014
MFS Investment Management June 2000 - March 2006
Sun Life of Canada (U.S.) September 1998 - June 2000
FleetCenter (TD Garden) 1996 - 2000
New England Funds 1997 - 1998
Dimension Health PPO (Miami, Fl.) January 1993 - May 1995
Family Health Plan (Miami Lakes, FL) 1990 - 1992
Skills
Proofreading
Education
State University of New York at New Paltz 1984 — 1988
BA, Journalism
Pioneer Investments June 2007 - Present
coldhardfootballfacts.com August 2005 - September 2014
MFS Investment Management June 2000 - March 2006
Sun Life of Canada (U.S.) September 1998 - June 2000
FleetCenter (TD Garden) 1996 - 2000
New England Funds 1997 - 1998
Dimension Health PPO (Miami, Fl.) January 1993 - May 1995
Family Health Plan (Miami Lakes, FL) 1990 - 1992
Skills
Proofreading
Education
State University of New York at New Paltz 1984 — 1988
BA, Journalism
Mariel Jefferson Mariel Jefferson's Pioneer Investments Experience August 2011 - April 2012
Job Relationship Administrator at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2015 - Present
BNY Mellon March 2014 - July 2015
TechTarget May 2013 - March 2014
Brown Brothers Harriman April 2012 - May 2013
Pioneer Investments August 2011 - April 2012
Skidmore College September 2010 - May 2011
Skidmore College Athletics Office January 2009 - May 2011
NeoSaej Corporation May 2010 - August 2010
Skills
Accounting, Account Reconciliation, Microsoft Office, PowerPoint, Microsoft Excel
Education
Skidmore College 2007 — 2011
Bachelor of Science, Management and Business
University of Westminster 2010 — 2010
Belmont High School 2003 — 2007
BNY Mellon July 2015 - Present
BNY Mellon March 2014 - July 2015
TechTarget May 2013 - March 2014
Brown Brothers Harriman April 2012 - May 2013
Pioneer Investments August 2011 - April 2012
Skidmore College September 2010 - May 2011
Skidmore College Athletics Office January 2009 - May 2011
NeoSaej Corporation May 2010 - August 2010
Skills
Accounting, Account Reconciliation, Microsoft Office, PowerPoint, Microsoft Excel
Education
Skidmore College 2007 — 2011
Bachelor of Science, Management and Business
University of Westminster 2010 — 2010
Belmont High School 2003 — 2007
Kirk Faustman Kirk Faustman's Pioneer Investments Experience August 2010 - April 2013
Job Enterprise Software Executive Focused on Digital Transformation for Leading Insurance Organizations
Industry Computer Software
Experience
Pegasystems October 2014 - Present
Pegasystems April 2013 - September 2014
Pioneer Investments August 2010 - April 2013
Oracle Corporation September 2008 - March 2010
Sun Life Financial November 2005 - September 2008
Travelers Life & Annuity (MetLife) September 2003 - September 2005
UnitedHealth Group 2001 - 2003
Skills
Management, Sales Operations, Business Intelligence, Business Development, Business Analysis, Sales, Program Management, Insurance, CRM, Strategic Planning, Salesforce.com, Leadership, Account Management, Marketing Strategy, Enterprise Technology..., Outside Sales, Strategy
Education
Saint Joseph's University 1999 — 2003
Bachelor's Degree - Erivan K. Haub School of Business, Marketing
Pegasystems October 2014 - Present
Pegasystems April 2013 - September 2014
Pioneer Investments August 2010 - April 2013
Oracle Corporation September 2008 - March 2010
Sun Life Financial November 2005 - September 2008
Travelers Life & Annuity (MetLife) September 2003 - September 2005
UnitedHealth Group 2001 - 2003
Skills
Management, Sales Operations, Business Intelligence, Business Development, Business Analysis, Sales, Program Management, Insurance, CRM, Strategic Planning, Salesforce.com, Leadership, Account Management, Marketing Strategy, Enterprise Technology..., Outside Sales, Strategy
Education
Saint Joseph's University 1999 — 2003
Bachelor's Degree - Erivan K. Haub School of Business, Marketing
Jennifer Reale's Pioneer Investments Experience October 2007 - November 2008
Job Foundation Program Coordinator at Arbella Insurance Group
Industry Insurance
Experience
Arbella Insurance Group March 2012 - Present
Arbella Insurance Group February 2009 - March 2012
Pioneer Investments October 2007 - November 2008
Pioneer Investments September 2005 - October 2007
GE May 1999 - September 2005
Skills
Administrative..., Program Management, Fundraising, Marketing, Event Planning, PowerPoint, Outlook, Microsoft Excel, Marketing Communications, Management, Leadership, Account Management, Microsoft Word, Microsoft Office, Event Management, Compliance, Excel, Word, Administrative Support, Volunteer Management, Volunteering, Non-profit Volunteer, Team Leadership, Team Building, Social Networking, Six Sigma
Education
Salem State College 2003 — 2008
Bachelor of Science, Business Administration
Medford High School 1993 — 1997
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Arbella Insurance Group March 2012 - Present
Arbella Insurance Group February 2009 - March 2012
Pioneer Investments October 2007 - November 2008
Pioneer Investments September 2005 - October 2007
GE May 1999 - September 2005
Skills
Administrative..., Program Management, Fundraising, Marketing, Event Planning, PowerPoint, Outlook, Microsoft Excel, Marketing Communications, Management, Leadership, Account Management, Microsoft Word, Microsoft Office, Event Management, Compliance, Excel, Word, Administrative Support, Volunteer Management, Volunteering, Non-profit Volunteer, Team Leadership, Team Building, Social Networking, Six Sigma
Education
Salem State College 2003 — 2008
Bachelor of Science, Business Administration
Medford High School 1993 — 1997
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Don Foster, AIF Don Foster, AIF's Pioneer Investments Experience January 1998 - September 1998
Job Managing Director, Straub Group Advisor Solutions
Industry Financial Services
Experience
Straub Group Advisor Solutions December 2009 - Present
LPL Financial 2008 - 2009
DWS Investments September 1998 - November 2006
Kemper Funds September 1998 - January 2001
Pioneer Investments January 1998 - September 1998
Salomon Brothers 1997 - 1998
Vista Mutual Funds/Chase Manhattan Bank 1992 - 1997
Lincoln Investment 1988 - 1992
Morgan Stanley March 1984 - December 1988
Skills
Investment Management, Financial Advisory, Financial Services, Series 7, Mutual Funds, Finance, Investment Strategies, Series 63, Asset Allocation, Hedge Funds, Wealth Management, Alternative Investments, Series 65, Securities, Asset Management, Series 24, Retirement, Investment Advisory, 401k, Retirement Planning, Separately Managed..., ETFs, FINRA, Series 6, Uniform Combined State..., IRAs, Estate Planning, Wealth, Wealth Management..., Fixed Annuities, High Net Worth...
Education
Penn State University 1975 — 1978
BA, English
Malvern Prep 1969 — 1973
High School
Straub Group Advisor Solutions December 2009 - Present
LPL Financial 2008 - 2009
DWS Investments September 1998 - November 2006
Kemper Funds September 1998 - January 2001
Pioneer Investments January 1998 - September 1998
Salomon Brothers 1997 - 1998
Vista Mutual Funds/Chase Manhattan Bank 1992 - 1997
Lincoln Investment 1988 - 1992
Morgan Stanley March 1984 - December 1988
Skills
Investment Management, Financial Advisory, Financial Services, Series 7, Mutual Funds, Finance, Investment Strategies, Series 63, Asset Allocation, Hedge Funds, Wealth Management, Alternative Investments, Series 65, Securities, Asset Management, Series 24, Retirement, Investment Advisory, 401k, Retirement Planning, Separately Managed..., ETFs, FINRA, Series 6, Uniform Combined State..., IRAs, Estate Planning, Wealth, Wealth Management..., Fixed Annuities, High Net Worth...
Education
Penn State University 1975 — 1978
BA, English
Malvern Prep 1969 — 1973
High School
Brian Dailey Brian Dailey's Pioneer Investments Experience September 1997 - December 1998
Job Area Bench Manager at Crothall Healthcare
Industry Hospital & Health Care
Experience
Crothall Healthcare July 2014 - Present
Crothall Healthcare June 2013 - Present
Crothall Healthcare August 2012 - June 2013
Crothall Healthcare November 2010 - August 2012
Sparrow and Associates (spirits and wine brokers) 2004 - 2006
Dailey's Restaurant, LLC December 1998 - January 2003
Pioneer Investments September 1997 - December 1998
Putnam Investments 1995 - 1997
Skills
Healthcare Management, Healthcare Information..., Hospitals, Healthcare, HIPAA, Healthcare Consulting, Physician Relations, EHR, Managed Care, Revenue Cycle, Value Stream Mapping, Project Management, Staff Development, Staff Management, Team Building, Process Improvement, Operations Management, Management, Performance Improvement, Leadership, Environmental Services, Facilities Management, Training, Strategic Planning, Employee Relations, Leadership Development, Budgets, Change Management, Supervisory Skills, Hiring, Human Resources, Customer Satisfaction, Performance Management, Account Management, Organizational..., Employee Training, Coaching, Customer Service, Team Leadership, Sales, Contract Negotiation
Education
Southern New Hampshire University 1992 — 1995
BS Marketing, Business, Management, Marketing, and Related Support Services
University of North London
Study Abroad, Business, Management, Marketing, and Related Support Services
Crothall Healthcare July 2014 - Present
Crothall Healthcare June 2013 - Present
Crothall Healthcare August 2012 - June 2013
Crothall Healthcare November 2010 - August 2012
Sparrow and Associates (spirits and wine brokers) 2004 - 2006
Dailey's Restaurant, LLC December 1998 - January 2003
Pioneer Investments September 1997 - December 1998
Putnam Investments 1995 - 1997
Skills
Healthcare Management, Healthcare Information..., Hospitals, Healthcare, HIPAA, Healthcare Consulting, Physician Relations, EHR, Managed Care, Revenue Cycle, Value Stream Mapping, Project Management, Staff Development, Staff Management, Team Building, Process Improvement, Operations Management, Management, Performance Improvement, Leadership, Environmental Services, Facilities Management, Training, Strategic Planning, Employee Relations, Leadership Development, Budgets, Change Management, Supervisory Skills, Hiring, Human Resources, Customer Satisfaction, Performance Management, Account Management, Organizational..., Employee Training, Coaching, Customer Service, Team Leadership, Sales, Contract Negotiation
Education
Southern New Hampshire University 1992 — 1995
BS Marketing, Business, Management, Marketing, and Related Support Services
University of North London
Study Abroad, Business, Management, Marketing, and Related Support Services
Aaron Dell Aaron Dell's Pioneer Investments Experience May 2011 - October 2011
Job Car Sales Associate @ JDByrider
Industry Consumer Goods
Experience
JDByrider December 2014 - Present
Lincare December 2012 - December 2014
Pioneer Investments May 2011 - October 2011
Wunderlich Securities November 2010 - April 2011
Skills
Medical Sales
Education
Rensselaer Polytechnic Institute 2006 — 2008
MGMT, MGMT and Finance
JDByrider December 2014 - Present
Lincare December 2012 - December 2014
Pioneer Investments May 2011 - October 2011
Wunderlich Securities November 2010 - April 2011
Skills
Medical Sales
Education
Rensselaer Polytechnic Institute 2006 — 2008
MGMT, MGMT and Finance
Brittany Erkman Brittany Erkman's Pioneer Investments Experience January 2007 - July 2009
Job Senior Consultant and Project Manager. Freelance Marketing, Events, Brand Management
Industry Marketing and Advertising
Experience
Self-Employed Marketing, Events, Brand Management June 2015 - Present
H&R Block January 2015 - Present
Unicredit July 2009 - October 2013
Pioneer Investments January 2007 - July 2009
Pioneer Investments October 2004 - January 2007
Pioneer Investments October 2003 - October 2004
Skills
Event Management, Brand Management, Account Management, Sports Marketing, Marketing, Sponsorship, Relationship Management, Sales, Marketing Strategy, Sales Management, CRM, Marketing Communications, Business Development, Integrated Marketing, Financial Services, Management, Strategy, Social Media Marketing, Public Relations, Social Media, Event Planning, Banking, Business Strategy, Advertising, Press Releases, Lead Generation, Investments, Strategic Planning
Education
Providence College 1999 — 2003
Bachelor’s Degree, Political Science and French, Dean's List
Notre Dame 'Les Oiseaux' 1999 — 2000
Lycée Général, Littéraire, Première: equivalent Senior Year of High School with concentration Language Arts
St. Mary's Elementary & High Schools of Annapolis, MD 1986 — 1999
Self-Employed Marketing, Events, Brand Management June 2015 - Present
H&R Block January 2015 - Present
Unicredit July 2009 - October 2013
Pioneer Investments January 2007 - July 2009
Pioneer Investments October 2004 - January 2007
Pioneer Investments October 2003 - October 2004
Skills
Event Management, Brand Management, Account Management, Sports Marketing, Marketing, Sponsorship, Relationship Management, Sales, Marketing Strategy, Sales Management, CRM, Marketing Communications, Business Development, Integrated Marketing, Financial Services, Management, Strategy, Social Media Marketing, Public Relations, Social Media, Event Planning, Banking, Business Strategy, Advertising, Press Releases, Lead Generation, Investments, Strategic Planning
Education
Providence College 1999 — 2003
Bachelor’s Degree, Political Science and French, Dean's List
Notre Dame 'Les Oiseaux' 1999 — 2000
Lycée Général, Littéraire, Première: equivalent Senior Year of High School with concentration Language Arts
St. Mary's Elementary & High Schools of Annapolis, MD 1986 — 1999
Robert Cataldo Robert Cataldo's Pioneer Investments Experience December 2011 - Present
Job Senior Programmer at Pioneer Investments
Industry Information Technology and Services
Experience
Pioneer Investments December 2011 - Present
State Street July 1999 - December 2011
UNICARE Life & Health Insurance Company July 1996 - July 1998
John Hancock Mutual Life Insurance Company June 1989 - July 1996
Skills
Oracle SQL, Datastage, ETL, Unix, Unix Shell Scripting, Autosys, PL/SQL
Education
Salem State College 1983 — 1987
Bachelor of Science, Computer Information Systems
Pioneer Investments December 2011 - Present
State Street July 1999 - December 2011
UNICARE Life & Health Insurance Company July 1996 - July 1998
John Hancock Mutual Life Insurance Company June 1989 - July 1996
Skills
Oracle SQL, Datastage, ETL, Unix, Unix Shell Scripting, Autosys, PL/SQL
Education
Salem State College 1983 — 1987
Bachelor of Science, Computer Information Systems
Jennifer Reale Jennifer Reale's Pioneer Investments Experience October 2007 - November 2008
Job Foundation Program Coordinator at Arbella Insurance Group
Industry Insurance
Experience
Arbella Insurance Group March 2012 - Present
Arbella Insurance Group February 2009 - March 2012
Pioneer Investments October 2007 - November 2008
Pioneer Investments September 2005 - November 2007
General Electric May 1999 - September 2005
Skills
PowerPoint, Word, Outlook, Excel, Filemaker Pro, Event Planning, Microsoft Office, Customer Service, Administrative Support, Fundraising, Adobe Acrobat, Compliance, Event Management, Spreadsheets
Education
Salem State University 2003 — 2008
BS, Business Administration
Medford High School 1993 — 1997
diploma, college prep
Arbella Insurance Group March 2012 - Present
Arbella Insurance Group February 2009 - March 2012
Pioneer Investments October 2007 - November 2008
Pioneer Investments September 2005 - November 2007
General Electric May 1999 - September 2005
Skills
PowerPoint, Word, Outlook, Excel, Filemaker Pro, Event Planning, Microsoft Office, Customer Service, Administrative Support, Fundraising, Adobe Acrobat, Compliance, Event Management, Spreadsheets
Education
Salem State University 2003 — 2008
BS, Business Administration
Medford High School 1993 — 1997
diploma, college prep
Vadim Dobrenko Vadim Dobrenko's Pioneer Investments Experience October 1996 - June 1998
Job IS Senior Applications Developer at CVS Caremark
Industry Retail
Experience
CVS Caremark February 2001 - Present
Bradlees June 1998 - February 2001
Pioneer Investments October 1996 - June 1998
Skills
Mainframe, SDLC, COBOL, IT Operations, Business Analysis, Testing, JCL, Unix, Project Management, Inventory Management, Vendor Management, Data Warehousing, Visio, Requirements Analysis, Requirements Gathering, Databases, DB2, SharePoint, Enterprise Architecture, Data Modeling, Business Intelligence, ETL
Education
Odessa State Polytechnic University 1984 — 1990
CVS Caremark February 2001 - Present
Bradlees June 1998 - February 2001
Pioneer Investments October 1996 - June 1998
Skills
Mainframe, SDLC, COBOL, IT Operations, Business Analysis, Testing, JCL, Unix, Project Management, Inventory Management, Vendor Management, Data Warehousing, Visio, Requirements Analysis, Requirements Gathering, Databases, DB2, SharePoint, Enterprise Architecture, Data Modeling, Business Intelligence, ETL
Education
Odessa State Polytechnic University 1984 — 1990
Brendan Glynn Brendan Glynn's Pioneer Investments Experience September 2007 - December 2009
Job Regional Vice President at Ohio National Financial Services
Industry Financial Services
Experience
Ohio National Financial Services September 2010 - Present
Pioneer Investments September 2007 - December 2009
GUARDIAN INVESTOR SERVICES December 2005 - September 2007
GUARDIAN INVESTOR SERVICES February 2004 - December 2005
Northwestern Mutual January 2003 - February 2004
RBC DAIN RAUSCHER September 2001 - January 2003
UBS PAINEWEBBER January 1999 - January 2002
Skills
Mutual Funds, Investments, Fixed Annuities, Sales, Relationship Management, Retirement, Financial Services, Leadership, Insurance, CRM, Asset Allocation, Financial Advisory, 401k, Variable Annuities, Series 63
Education
Providence College 1995 — 1999
B.S, Business Administration
Toll Gate High School 1990 — 1994
Ohio National Financial Services September 2010 - Present
Pioneer Investments September 2007 - December 2009
GUARDIAN INVESTOR SERVICES December 2005 - September 2007
GUARDIAN INVESTOR SERVICES February 2004 - December 2005
Northwestern Mutual January 2003 - February 2004
RBC DAIN RAUSCHER September 2001 - January 2003
UBS PAINEWEBBER January 1999 - January 2002
Skills
Mutual Funds, Investments, Fixed Annuities, Sales, Relationship Management, Retirement, Financial Services, Leadership, Insurance, CRM, Asset Allocation, Financial Advisory, 401k, Variable Annuities, Series 63
Education
Providence College 1995 — 1999
B.S, Business Administration
Toll Gate High School 1990 — 1994
Kathleen Koen Kathleen Koen's Pioneer Investments Experience June 2006 - June 2007
Job Administrative Assistant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2015 - Present
TIAA-CREF December 2013 - February 2015
American Tower June 2013 - December 2013
North Shore Community College June 2011 - December 2013
Peabody Essex Museum May 2010 - June 2013
Peabody Essex Museum June 2008 - May 2010
Danvers Bank June 2007 - June 2008
Peabody Essex Museum September 2003 - June 2008
Pioneer Investments June 2006 - June 2007
Salem State College May 2004 - July 2004
Skills
Administrative..., Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Customer Service, Organizational..., Branch Operation, Interpersonal..., Planning & Scheduling
Education
North Shore Community College 2011 — 2013
Paralegal Certificate, Paralegal Studies, A
Salem State College 2001 — 2006
BA, Art History
TIAA-CREF March 2015 - Present
TIAA-CREF December 2013 - February 2015
American Tower June 2013 - December 2013
North Shore Community College June 2011 - December 2013
Peabody Essex Museum May 2010 - June 2013
Peabody Essex Museum June 2008 - May 2010
Danvers Bank June 2007 - June 2008
Peabody Essex Museum September 2003 - June 2008
Pioneer Investments June 2006 - June 2007
Salem State College May 2004 - July 2004
Skills
Administrative..., Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Customer Service, Organizational..., Branch Operation, Interpersonal..., Planning & Scheduling
Education
North Shore Community College 2011 — 2013
Paralegal Certificate, Paralegal Studies, A
Salem State College 2001 — 2006
BA, Art History
Patrick Rezac Patrick Rezac's Pioneer Investments Experience July 2014 - Present
Job Actively seeking new career opportunities
Industry Financial Services
Experience
Pioneer Investments July 2014 - Present
Boy Scouts of America 2013 - 2015
Pioneer Investments July 2007 - July 2014
Skills
Customer Service, Microsoft Office, Microsoft Excel, Mutual Funds, Finance, PowerPoint, Financial Services, Leadership, Data Analysis, Analysis, Financial Analysis, Research, Data Entry, Communication, Presentations, History, American History, European History, Quality Control, Compliance, Document Control, Customer Oriented, Customer Support, Business Analysis, Non-profit...
Education
University of Nebraska at Kearney
Bachelor’s Degree, Business Administration and Management, General
Norwich University 2010 — 2012
Master of Arts (M.A.), Military History
University of Nebraska-Lincoln 2000 — 2006
Bachelor of Arts (B.A.), History
Pioneer Investments July 2014 - Present
Boy Scouts of America 2013 - 2015
Pioneer Investments July 2007 - July 2014
Skills
Customer Service, Microsoft Office, Microsoft Excel, Mutual Funds, Finance, PowerPoint, Financial Services, Leadership, Data Analysis, Analysis, Financial Analysis, Research, Data Entry, Communication, Presentations, History, American History, European History, Quality Control, Compliance, Document Control, Customer Oriented, Customer Support, Business Analysis, Non-profit...
Education
University of Nebraska at Kearney
Bachelor’s Degree, Business Administration and Management, General
Norwich University 2010 — 2012
Master of Arts (M.A.), Military History
University of Nebraska-Lincoln 2000 — 2006
Bachelor of Arts (B.A.), History
Matthew P. Cogliano's Pioneer Investments Experience June 2004 - September 2004
Job Principal
Industry Real Estate
Experience
P. Alexander Investments LLC April 2010 - Present
First Quality Staffing June 2005 - July 2006
Pioneer Investments June 2004 - September 2004
Skills
Management, Strategic Planning, Sales, Marketing, Customer Service, Leadership, Project Management, Negotiation, Public Speaking, Microsoft Office
Education
Salem State University 2004 — 2008
Bachelor’s Degree, Business/Managerial Economics, Dean's List
P. Alexander Investments LLC April 2010 - Present
First Quality Staffing June 2005 - July 2006
Pioneer Investments June 2004 - September 2004
Skills
Management, Strategic Planning, Sales, Marketing, Customer Service, Leadership, Project Management, Negotiation, Public Speaking, Microsoft Office
Education
Salem State University 2004 — 2008
Bachelor’s Degree, Business/Managerial Economics, Dean's List
Jeff Kincaid Jeff Kincaid's Pioneer Investments Experience November 2013 - November 2013
Job Compliance Officer at State Street
Industry Financial Services
Experience
State Street June 2015 - Present
Longfellow Investment Management Co. May 2014 - May 2015
Bain Capital: Sankaty Advisors February 2014 - May 2014
The Boston Globe January 2014 - January 2014
Pioneer Investments November 2013 - November 2013
iFactory April 2013 - October 2013
Stavis Seafoods April 2012 - April 2013
Huntington Theatre Company May 2011 - August 2012
DentaQuest December 2011 - April 2012
The First Church of Christ, Scientist June 2011 - October 2011
Skills
Microsoft Excel, VBA, Microsoft Office, Microsoft Word, Data Analysis, Bloomberg, PowerPoint, Database Administration, Data Entry, Budgets, Inventory Planning, Teleconferencing, NetMeeting
Education
Northeastern University 2012 — 2014
Bachelor of Science (BS)
Rochester Institute of Technology 2007 — 2010
BFA
State Street June 2015 - Present
Longfellow Investment Management Co. May 2014 - May 2015
Bain Capital: Sankaty Advisors February 2014 - May 2014
The Boston Globe January 2014 - January 2014
Pioneer Investments November 2013 - November 2013
iFactory April 2013 - October 2013
Stavis Seafoods April 2012 - April 2013
Huntington Theatre Company May 2011 - August 2012
DentaQuest December 2011 - April 2012
The First Church of Christ, Scientist June 2011 - October 2011
Skills
Microsoft Excel, VBA, Microsoft Office, Microsoft Word, Data Analysis, Bloomberg, PowerPoint, Database Administration, Data Entry, Budgets, Inventory Planning, Teleconferencing, NetMeeting
Education
Northeastern University 2012 — 2014
Bachelor of Science (BS)
Rochester Institute of Technology 2007 — 2010
BFA
Scott McDermott's Pioneer Investments Experience 2011 - Present
Job Regional Vice President at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments 2011 - Present
Merrill Lynch 2009 - 2011
Wells Fargo 1999 - 2009
Education
Oakland University 1996 — 1998
Finance
Pioneer Investments 2011 - Present
Merrill Lynch 2009 - 2011
Wells Fargo 1999 - 2009
Education
Oakland University 1996 — 1998
Finance
sonia sailesh's Pioneer Investments Experience 2006 - 2010
Job DataStage and Data Warehouse Expert
Industry Information Technology and Services
Experience
StateStreet (UST global) July 2015 - Present
Syntel (Pioneer Investments) August 2006 - June 2015
Pioneer Investments 2006 - 2010
Pioneer Investments 2006 - 2010
Syntel July 2000 - March 2009
Skills
Datastage, Data Warehousing, ETL, Requirements Analysis, Software Project..., WebSphere MQ, Business Intelligence, PL/SQL, Oracle, Unix, Solution Architecture, SQL, Business Analysis, Data Migration, Business Requirements, Data Integration, SDLC, DataStage
Education
University of Madras 1997 — 1999
Master's degree, Computer Application
Sathyabama University 1995 — 1998
MCA, Computer Apps
StateStreet (UST global) July 2015 - Present
Syntel (Pioneer Investments) August 2006 - June 2015
Pioneer Investments 2006 - 2010
Pioneer Investments 2006 - 2010
Syntel July 2000 - March 2009
Skills
Datastage, Data Warehousing, ETL, Requirements Analysis, Software Project..., WebSphere MQ, Business Intelligence, PL/SQL, Oracle, Unix, Solution Architecture, SQL, Business Analysis, Data Migration, Business Requirements, Data Integration, SDLC, DataStage
Education
University of Madras 1997 — 1999
Master's degree, Computer Application
Sathyabama University 1995 — 1998
MCA, Computer Apps
Stefanie Rzepecki, AIF®'s Pioneer Investments Experience January 2013 - May 2014
Job AVP, Business Development at LPL Retirement Partners
Industry Financial Services
Experience
LPL Retirement Partners June 2014 - Present
Pioneer Investments January 2013 - May 2014
John Hancock Life Insurance Company (U.S.A.) November 2005 - December 2012
John Hancock Life Insurance Company (U.S.A.) 2005 - 2009
Skills
Retirement Planning, 401k, Retirement, Series 7, Investments, Financial Services, Mutual Funds, Wealth Management, Series 63, Series 6, Sales, AIF
Education
Providence College 1998 — 2002
Bachelor, Economics
LPL Retirement Partners June 2014 - Present
Pioneer Investments January 2013 - May 2014
John Hancock Life Insurance Company (U.S.A.) November 2005 - December 2012
John Hancock Life Insurance Company (U.S.A.) 2005 - 2009
Skills
Retirement Planning, 401k, Retirement, Series 7, Investments, Financial Services, Mutual Funds, Wealth Management, Series 63, Series 6, Sales, AIF
Education
Providence College 1998 — 2002
Bachelor, Economics
Delmi Sebastian Delmi Sebastian's Pioneer Investments Experience March 2001 - June 2003
Job Accomplished Results Oriented IT Leader
Industry Computer Games
Experience
Activision Blizzard, Inc March 2014 - Present
Activision Blizzard, Inc 2008 - March 2014
Vivendi Universal Games 2003 - 2008
Pioneer Investments March 2001 - June 2003
TCS March 1998 - March 2001
GE CAPITAL CEF 1998 - 2001
Skills
Data Warehousing, Business Analysis, SQL, Business Intelligence, Software Project..., Project Management, Oracle E-Business Suite, SDLC, Agile Methodologies, Integration, Software Development, IT Strategy, Management, CRM, Analysis, Leadership, Vendor Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management
MBA, Business Administration
PSG College of Technology 1996 — 1998
Master of Engineering
Govt. Collage of Engg 1992 — 1996
Batchelor of Technology
Activision Blizzard, Inc March 2014 - Present
Activision Blizzard, Inc 2008 - March 2014
Vivendi Universal Games 2003 - 2008
Pioneer Investments March 2001 - June 2003
TCS March 1998 - March 2001
GE CAPITAL CEF 1998 - 2001
Skills
Data Warehousing, Business Analysis, SQL, Business Intelligence, Software Project..., Project Management, Oracle E-Business Suite, SDLC, Agile Methodologies, Integration, Software Development, IT Strategy, Management, CRM, Analysis, Leadership, Vendor Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management
MBA, Business Administration
PSG College of Technology 1996 — 1998
Master of Engineering
Govt. Collage of Engg 1992 — 1996
Batchelor of Technology
Shane Lavoie Shane Lavoie's Pioneer Investments Experience June 2015 - Present
Job Financial Analyst at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments June 2015 - Present
Sappi North America September 2013 - June 2015
Arteriocyte June 2011 - September 2013
Skills
Microsoft Excel, Microsoft Word, Business Planning, Microsoft Office, PowerPoint, Customer Service, Competitive Analysis, Outlook, Salesforce.com, Financial Analysis, Team Leadership, Forecasting, Accounting, Data Analysis
Education
University of Massachusetts Lowell
Roger Williams University 2007 — 2011
BS, Finance
Pioneer Investments June 2015 - Present
Sappi North America September 2013 - June 2015
Arteriocyte June 2011 - September 2013
Skills
Microsoft Excel, Microsoft Word, Business Planning, Microsoft Office, PowerPoint, Customer Service, Competitive Analysis, Outlook, Salesforce.com, Financial Analysis, Team Leadership, Forecasting, Accounting, Data Analysis
Education
University of Massachusetts Lowell
Roger Williams University 2007 — 2011
BS, Finance
Alisha Curtis Alisha Curtis's Pioneer Investments Experience November 2006 - April 2010
Job Senior RFP Writer at Acadian Asset Management
Industry Financial Services
Experience
Acadian Asset Management July 2015 - Present
Acadian Asset Management June 2012 - July 2015
Wellington Management March 2012 - June 2012
LSV Asset Management May 2010 - February 2012
Pioneer Investments November 2006 - April 2010
Pioneer Investments November 2005 - November 2006
Omega Smart, INC January 2005 - May 2005
Skills
GIPS, Lipper, DST, Mutual Funds, Bloomberg, Equities
Education
Southern New Hampshire University 2001 — 2005
Bachelor of Science
Acadian Asset Management July 2015 - Present
Acadian Asset Management June 2012 - July 2015
Wellington Management March 2012 - June 2012
LSV Asset Management May 2010 - February 2012
Pioneer Investments November 2006 - April 2010
Pioneer Investments November 2005 - November 2006
Omega Smart, INC January 2005 - May 2005
Skills
GIPS, Lipper, DST, Mutual Funds, Bloomberg, Equities
Education
Southern New Hampshire University 2001 — 2005
Bachelor of Science
Sanj Srinivasan Sanj Srinivasan's Pioneer Investments Experience January 2006 - September 2010
Job Global Infrastructure Delivery Manager at Credit Suisse
Industry Financial Services
Experience
Credit Suisse September 2010 - Present
Pioneer Investments January 2006 - September 2010
Credit Suisse July 1998 - August 2005
Citigroup February 1992 - June 1998
Skills
IT Strategy, Infrastructure, Service Delivery..., People Management, Vendor Management, Business Continuity, Disaster Recovery, Risk Management, IT Management, Change Management, Market Data, Budget, Contracts, Cross Border Management..., ITIL, Audit and Compliance, Outsourcing, Management, Contract Negotiation, Budget Monitoring, Project Delivery, Enterprise Architecture, Project Portfolio..., Data Center, Active Directory, Information Security, Integration, Network Security, Governance, Budgets, Databases, System Deployment, Enterprise Software, PMO, IT Operations, Architectures, SDLC
Education
Queens College
Political Science
Credit Suisse September 2010 - Present
Pioneer Investments January 2006 - September 2010
Credit Suisse July 1998 - August 2005
Citigroup February 1992 - June 1998
Skills
IT Strategy, Infrastructure, Service Delivery..., People Management, Vendor Management, Business Continuity, Disaster Recovery, Risk Management, IT Management, Change Management, Market Data, Budget, Contracts, Cross Border Management..., ITIL, Audit and Compliance, Outsourcing, Management, Contract Negotiation, Budget Monitoring, Project Delivery, Enterprise Architecture, Project Portfolio..., Data Center, Active Directory, Information Security, Integration, Network Security, Governance, Budgets, Databases, System Deployment, Enterprise Software, PMO, IT Operations, Architectures, SDLC
Education
Queens College
Political Science
Cara Hultgren Cara Hultgren's Pioneer Investments Experience April 2011 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Pioneer Investments April 2011 - Present
The Bank of New York Mellon October 2005 - January 2009
The Bank of New York Mellon July 2001 - October 2005
Standish Ayer & Wood, Inc. May 1997 - July 2001
State Street Research & Management Company March 1996 - May 1997
Investors Bank & Trust Company November 1994 - March 1996
Skills
Risk Management, Hedge Funds, Project Management, Data Analysis, Auditing, Account Reconciliation, Internal Audit, Management, Operations Management, Fixed Annuities, Research, Regulations, Financial Services, Mutual Funds, Process Improvement, Financial Analysis, Banking, Securities, Asset Management
Education
Norwich University 2003 — 2005
MBA, Master of Business Administration
Simmons College 1989 — 1993
Bachelor of Arts, Management
Pioneer Investments April 2011 - Present
The Bank of New York Mellon October 2005 - January 2009
The Bank of New York Mellon July 2001 - October 2005
Standish Ayer & Wood, Inc. May 1997 - July 2001
State Street Research & Management Company March 1996 - May 1997
Investors Bank & Trust Company November 1994 - March 1996
Skills
Risk Management, Hedge Funds, Project Management, Data Analysis, Auditing, Account Reconciliation, Internal Audit, Management, Operations Management, Fixed Annuities, Research, Regulations, Financial Services, Mutual Funds, Process Improvement, Financial Analysis, Banking, Securities, Asset Management
Education
Norwich University 2003 — 2005
MBA, Master of Business Administration
Simmons College 1989 — 1993
Bachelor of Arts, Management
![George Cox, MBA [LION]](https://cdn.bearsofficialsstore.com/li/webp/7464206.webp)
George Cox, MBA [LION] George Cox, MBA [LION]'s Pioneer Investments Experience January 2001 - June 2001
Job Founder of Cox Wealth Management
Industry Financial Services
Experience
Cox Wealth Management July 2010 - Present
Worcester Junior Sharks 2010 - Present
Q Financial Group May 2009 - March 2010
Merrill Lynch November 2007 - January 2009
Monster Worldwide December 2006 - 2007
AXA Advisors April 2004 - December 2006
MassMutual September 2001 - April 2004
Pioneer Investments January 2001 - June 2001
Skills
Wealth Management, Investment Strategies, Retirement, Cash Management, Personal Finance, Financial Goals, Mutual Funds, Securities, Strategic Financial..., Portfolio Management, Investment Advisory, Management, Insurance, Employee Benefits
Education
Norwich University 2003 — 2005
Masters, Business Administration
Norwich University 1990 — 1995
BS, Economics
Cox Wealth Management July 2010 - Present
Worcester Junior Sharks 2010 - Present
Q Financial Group May 2009 - March 2010
Merrill Lynch November 2007 - January 2009
Monster Worldwide December 2006 - 2007
AXA Advisors April 2004 - December 2006
MassMutual September 2001 - April 2004
Pioneer Investments January 2001 - June 2001
Skills
Wealth Management, Investment Strategies, Retirement, Cash Management, Personal Finance, Financial Goals, Mutual Funds, Securities, Strategic Financial..., Portfolio Management, Investment Advisory, Management, Insurance, Employee Benefits
Education
Norwich University 2003 — 2005
Masters, Business Administration
Norwich University 1990 — 1995
BS, Economics
Siobhan S. Kearney Siobhan S. Kearney's Pioneer Investments Experience October 2007 - May 2011
Job Assistant Director of Class Activities, Alumni Relations at Dartmouth College
Industry Higher Education
Experience
Dartmouth College May 2014 - Present
Dartmouth College August 2013 - May 2014
Self-Employed September 2012 - July 2013
American Cancer Society June 2011 - August 2012
Pioneer Investments October 2007 - May 2011
Pioneer Investments November 2006 - October 2007
St. Lawrence University August 2005 - December 2005
St. Lawrence University August 2003 - December 2004
Skills
Event Planning, Event Management, Fundraising, Community Outreach, Public Speaking, Teaching English as a..., Spanish
Education
St. Lawrence University 2002 — 2006
BA, Spanish
Dartmouth College May 2014 - Present
Dartmouth College August 2013 - May 2014
Self-Employed September 2012 - July 2013
American Cancer Society June 2011 - August 2012
Pioneer Investments October 2007 - May 2011
Pioneer Investments November 2006 - October 2007
St. Lawrence University August 2005 - December 2005
St. Lawrence University August 2003 - December 2004
Skills
Event Planning, Event Management, Fundraising, Community Outreach, Public Speaking, Teaching English as a..., Spanish
Education
St. Lawrence University 2002 — 2006
BA, Spanish
David F. Johnson David F. Johnson's Pioneer Investments Experience March 2007 - Present
Job Assistant Treasurer & Senior Manager at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments March 2007 - Present
State Street Bank August 2001 - March 2007
Skills
Mutual Funds, Fund Accounting, Bloomberg, Fixed Income, Equities, Asset Managment, Securities, Investments, Corporate Actions, Fund Administration, Derivatives, Financial Services, Financial Analysis, Financial Forecasting, Mergers & Acquisitions, Analysis, Asset Management
Education
University of Massachusetts Boston 2003 — 2006
Master of Business Administration (M.B.A.)
Providence College 1997 — 2001
Bachelor of Science (B.S.), Management
Holy Ghost Preparatory School 1994 — 1997
Pioneer Investments March 2007 - Present
State Street Bank August 2001 - March 2007
Skills
Mutual Funds, Fund Accounting, Bloomberg, Fixed Income, Equities, Asset Managment, Securities, Investments, Corporate Actions, Fund Administration, Derivatives, Financial Services, Financial Analysis, Financial Forecasting, Mergers & Acquisitions, Analysis, Asset Management
Education
University of Massachusetts Boston 2003 — 2006
Master of Business Administration (M.B.A.)
Providence College 1997 — 2001
Bachelor of Science (B.S.), Management
Holy Ghost Preparatory School 1994 — 1997
Suzanne Monahan Suzanne Monahan's Pioneer Investments Experience July 2015 - Present
Job Business System Analyst Quality Insurance
Industry Financial Services
Experience
Pioneer Investments July 2015 - Present
Pioneer Investments June 2012 - June 2015
Pioneer Investments July 2009 - May 2012
Pioneer Investments February 1998 - July 2009
Pioneer Investments July 1996 - January 1998
Pioneer Investment Management May 1985 - July 1996
Skills
Third Party Vendor..., Risk Assessment, Business Continuity..., Vendor Management, Project Management, Regression Testing, Governance, Outsourcing, Quality Assurance, Risk Management
Education
Northeastern University 1981 — 1984
Business Management
Cardinal Cushing Central HS 1978 — 1981
Diploma
Pioneer Investments July 2015 - Present
Pioneer Investments June 2012 - June 2015
Pioneer Investments July 2009 - May 2012
Pioneer Investments February 1998 - July 2009
Pioneer Investments July 1996 - January 1998
Pioneer Investment Management May 1985 - July 1996
Skills
Third Party Vendor..., Risk Assessment, Business Continuity..., Vendor Management, Project Management, Regression Testing, Governance, Outsourcing, Quality Assurance, Risk Management
Education
Northeastern University 1981 — 1984
Business Management
Cardinal Cushing Central HS 1978 — 1981
Diploma
Laura Liston, MSN, FNP-C's Pioneer Investments Experience 2002 - 2005
Job Family Nurse Practitioner at First Care Medical Clinic
Industry Hospital & Health Care
Experience
Commonwealth Care Alliance January 2015 - July 2015
Shriners Hospitals for Children June 2014 - July 2015
Vibra Healthcare July 2013 - August 2014
Cambridge Montessori School June 2013 - August 2013
University of Massachusetts Medical School May 2011 - September 2011
American Heart Association August 2007 - May 2011
Two Ten Footwear Foundation October 2005 - August 2007
IXIS Asset Management March 2005 - October 2005
Pioneer Investments 2002 - 2005
Spirit Cruises April 2002 - September 2002
Skills
Fundraising, Non-profits, Leadership, Staff Development, Community Outreach, Social Media, Event Planning, Public Speaking, Microsoft Office, Healthcare, Project Management, Research, Nonprofits, Training, Marketing, Public Health, Nursing, Health Education, Hospitals
Education
Regis College 2011 — 2014
MSN, Child and Family Nurse Practitioner
Regis College 2011 — 2013
Bachelor of Science in Nursing (BSN), Nursing
Suffolk University 2000 — 2003
BA Communications, Public Relations
Commonwealth Care Alliance January 2015 - July 2015
Shriners Hospitals for Children June 2014 - July 2015
Vibra Healthcare July 2013 - August 2014
Cambridge Montessori School June 2013 - August 2013
University of Massachusetts Medical School May 2011 - September 2011
American Heart Association August 2007 - May 2011
Two Ten Footwear Foundation October 2005 - August 2007
IXIS Asset Management March 2005 - October 2005
Pioneer Investments 2002 - 2005
Spirit Cruises April 2002 - September 2002
Skills
Fundraising, Non-profits, Leadership, Staff Development, Community Outreach, Social Media, Event Planning, Public Speaking, Microsoft Office, Healthcare, Project Management, Research, Nonprofits, Training, Marketing, Public Health, Nursing, Health Education, Hospitals
Education
Regis College 2011 — 2014
MSN, Child and Family Nurse Practitioner
Regis College 2011 — 2013
Bachelor of Science in Nursing (BSN), Nursing
Suffolk University 2000 — 2003
BA Communications, Public Relations
Jill Sutherland Walker's Pioneer Investments Experience 1998 - 2004
Job Principal at Mercer Investment Consulting
Industry Investment Management
Experience
Mercer Investment Consulting April 2015 - Present
Mercer Investment Consulting March 2008 - March 2015
Mercer Investment Consulting October 2004 - February 2008
Pioneer Investments 1998 - 2004
State Street Corporation 1996 - 1998
Skills
Investments, Leadership, Alternative Investments, Asset Managment, Asset Allocation, Investment Management, Hedge Funds, Equities, Investment Strategies, Financial Services, Mutual Funds, Fixed Income
Education
Simmons College - Simmons School of Management 2010 — 2012
MBA
Ohio Wesleyan University 1992 — 1996
BA, Spanish, Economics Management
Acton-Boxborough Regional High School 1988 — 1992
Mercer Investment Consulting April 2015 - Present
Mercer Investment Consulting March 2008 - March 2015
Mercer Investment Consulting October 2004 - February 2008
Pioneer Investments 1998 - 2004
State Street Corporation 1996 - 1998
Skills
Investments, Leadership, Alternative Investments, Asset Managment, Asset Allocation, Investment Management, Hedge Funds, Equities, Investment Strategies, Financial Services, Mutual Funds, Fixed Income
Education
Simmons College - Simmons School of Management 2010 — 2012
MBA
Ohio Wesleyan University 1992 — 1996
BA, Spanish, Economics Management
Acton-Boxborough Regional High School 1988 — 1992
Desmond Conte, CISSP's Pioneer Investments Experience March 2007 - December 2009
Job Sr. Manager & Architect Network, Security, Data Center, IPT, AV, & Systems
Industry Biotechnology
Experience
Novartis Institutes for BioMedical Research December 2009 - Present
Pioneer Investments March 2007 - December 2009
MFS Investment Management 2000 - 2007
Davis Companies September 1998 - December 2000
Skills
Systems Analysis, Data Center, Active Directory, Security, Firewalls, Cisco Technologies, Juniper, OSPF, Network Design, IPSec, BGP, Checkpoint, VoIP, CISSP, Information Technology, IT Operations, ITIL, Disaster Recovery, IT Strategy, Vendor Management, Cloud Computing, Virtualization, VPN, WAN, Juniper Technologies, Networking, Network Security, Routers, Storage, MPLS, Unified Communications, Management
Education
Salem State College 1991 — 1996
Bachelor of Arts (B.A.), Graphic Design
Reading Memorial High School 1988 — 1991
Novartis Institutes for BioMedical Research December 2009 - Present
Pioneer Investments March 2007 - December 2009
MFS Investment Management 2000 - 2007
Davis Companies September 1998 - December 2000
Skills
Systems Analysis, Data Center, Active Directory, Security, Firewalls, Cisco Technologies, Juniper, OSPF, Network Design, IPSec, BGP, Checkpoint, VoIP, CISSP, Information Technology, IT Operations, ITIL, Disaster Recovery, IT Strategy, Vendor Management, Cloud Computing, Virtualization, VPN, WAN, Juniper Technologies, Networking, Network Security, Routers, Storage, MPLS, Unified Communications, Management
Education
Salem State College 1991 — 1996
Bachelor of Arts (B.A.), Graphic Design
Reading Memorial High School 1988 — 1991
Rich Zachary's Pioneer Investments Experience April 2001 - November 2005
Job Regional Vice PresidentNationwide Funds
Industry Financial Services
Experience
Nationwide Financial January 2012 - Present
Nationwide Financial January 2008 - December 2011
Hartford Life November 2005 - February 2008
Pioneer Investments April 2001 - November 2005
Skills
Asset Management, Mutual Funds, Financial Planning, Annuity, Series 7, Annuities, Series 66, Wholesaling, Asset Allocation, Estate Planning, Wholesale, Asset Managment, Investment Advisory, Retirement, Investment Management, Retirement Planning, Uniform Combined State..., Strategic Financial..., Securities, Investments, Variable Annuities, Investment Strategies, Fixed Annuities, Life Insurance, Financial Advisory, Series 6, Fixed Income, Series 63, FINRA
Education
St. Mary's College of Maryland 1989 — 1993
Bachelor of Arts, English
Westtown School 1985 — 1988
High school diploma
Nationwide Financial January 2012 - Present
Nationwide Financial January 2008 - December 2011
Hartford Life November 2005 - February 2008
Pioneer Investments April 2001 - November 2005
Skills
Asset Management, Mutual Funds, Financial Planning, Annuity, Series 7, Annuities, Series 66, Wholesaling, Asset Allocation, Estate Planning, Wholesale, Asset Managment, Investment Advisory, Retirement, Investment Management, Retirement Planning, Uniform Combined State..., Strategic Financial..., Securities, Investments, Variable Annuities, Investment Strategies, Fixed Annuities, Life Insurance, Financial Advisory, Series 6, Fixed Income, Series 63, FINRA
Education
St. Mary's College of Maryland 1989 — 1993
Bachelor of Arts, English
Westtown School 1985 — 1988
High school diploma
Terry Davis, CFA's Pioneer Investments Experience 2002 - 2003
Job Vice President at SmartWatt Energy, Inc.
Industry Environmental Services
Experience
SmartWatt Energy, Inc. September 2011 - Present
Merrill Lynch May 2006 - October 2011
Fidelity Investments November 2003 - May 2006
Fidelity Investments 2003 - 2006
Pioneer Investments 2002 - 2003
Brown Brothers Harriman 1999 - 2000
Skills
Financial Analysis, Risk Management, Investment Strategies, Microsoft Office, Investments, Customer Service, Asset Allocation, Microsoft Excel, Budgets, Mutual Funds, Cash Management, Financial Modeling
Education
AIMR 2004 — 2008
CFA
Northeastern University 1997 — 2002
BS/BA, Finance
SmartWatt Energy, Inc. September 2011 - Present
Merrill Lynch May 2006 - October 2011
Fidelity Investments November 2003 - May 2006
Fidelity Investments 2003 - 2006
Pioneer Investments 2002 - 2003
Brown Brothers Harriman 1999 - 2000
Skills
Financial Analysis, Risk Management, Investment Strategies, Microsoft Office, Investments, Customer Service, Asset Allocation, Microsoft Excel, Budgets, Mutual Funds, Cash Management, Financial Modeling
Education
AIMR 2004 — 2008
CFA
Northeastern University 1997 — 2002
BS/BA, Finance
Irving Lopez's Pioneer Investments Experience March 2001 - August 2004
Job Senior Manager Software Engineering / Dev.
Industry Financial Services
Experience
Fidelity Investments April 2014 - Present
Fidelity Investments December 2010 - April 2014
Fidelity Investments April 2008 - January 2010
Fidelity Investments October 2006 - April 2008
Interactive Data Corp. August 2004 - October 2006
Pioneer Investments March 2001 - August 2004
Skills
Market Data, Analysis, Financial Services, Data Analysis, Fixed Income, Investments, IT Strategy, Equities, Vendor Management, Bloomberg, Mutual Funds, FX Options, Trading, Options, Asset Management, Corporate Actions, Financial Markets, Requirements Gathering, Production Support, Incident Management, ITIL, Back Office, Trading Systems
Education
Southern NH University
Organizational Leadership
Fidelity Investments April 2014 - Present
Fidelity Investments December 2010 - April 2014
Fidelity Investments April 2008 - January 2010
Fidelity Investments October 2006 - April 2008
Interactive Data Corp. August 2004 - October 2006
Pioneer Investments March 2001 - August 2004
Skills
Market Data, Analysis, Financial Services, Data Analysis, Fixed Income, Investments, IT Strategy, Equities, Vendor Management, Bloomberg, Mutual Funds, FX Options, Trading, Options, Asset Management, Corporate Actions, Financial Markets, Requirements Gathering, Production Support, Incident Management, ITIL, Back Office, Trading Systems
Education
Southern NH University
Organizational Leadership
Steele Newman's Pioneer Investments Experience July 1987 - June 2013
Job Associate Director at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management July 2013 - May 2015
Pioneer Investments July 1987 - June 2013
Skills
401k, Risk Management, Financial Services, Retirement Planning, Investments, Wealth Management, Series 7, Series 63, Management, Mutual Funds, Separately Managed..., Finance, Securities, Financial Advisory, Investment Strategies, Alternative Investments, Asset Allocation, Retirement, Asset Management, Uniform Combined State..., Series 6, Fixed Annuities
Education
Northeastern University 1982 — 1987
MFS Investment Management July 2013 - May 2015
Pioneer Investments July 1987 - June 2013
Skills
401k, Risk Management, Financial Services, Retirement Planning, Investments, Wealth Management, Series 7, Series 63, Management, Mutual Funds, Separately Managed..., Finance, Securities, Financial Advisory, Investment Strategies, Alternative Investments, Asset Allocation, Retirement, Asset Management, Uniform Combined State..., Series 6, Fixed Annuities
Education
Northeastern University 1982 — 1987
Steven Greenspoon's Pioneer Investments Experience November 2009 - March 2010
Job HRIT Analyst at Boston College
Industry Retail
Experience
Boston College June 2010 - Present
Pioneer Investments November 2009 - March 2010
Northeastern University August 2009 - September 2009
Covidien January 2009 - March 2009
Tweeter Home Entertainment September 2003 - December 2008
Tweeter Opco 2002 - 2007
Education
Northeastern University 1986 — 1991
Boston College June 2010 - Present
Pioneer Investments November 2009 - March 2010
Northeastern University August 2009 - September 2009
Covidien January 2009 - March 2009
Tweeter Home Entertainment September 2003 - December 2008
Tweeter Opco 2002 - 2007
Education
Northeastern University 1986 — 1991
Annmarie Woods's Pioneer Investments Experience October 2001 - August 2004
Job New York Life & MainStay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments August 2005 - Present
Pioneer Investments October 2001 - August 2004
Prudential Securities 1988 - 2000
Skills
Mutual Funds, Series 7, Series 63, Separately Managed..., Series 6, Life & Health Licenses, Public Speaking, Investments
Education
Regis College 1983 — 1985
Bachelor of Arts, Political Science and Government
New York Life & MainStay Investments August 2005 - Present
Pioneer Investments October 2001 - August 2004
Prudential Securities 1988 - 2000
Skills
Mutual Funds, Series 7, Series 63, Separately Managed..., Series 6, Life & Health Licenses, Public Speaking, Investments
Education
Regis College 1983 — 1985
Bachelor of Arts, Political Science and Government
Kara Webberly's Pioneer Investments Experience September 2000 - March 2007
Job Vice President, Human Resources at GW&K Investment Management
Industry Financial Services
Experience
GW&K Investment Management April 2007 - Present
Pioneer Investments September 2000 - March 2007
Boston Financial Data Services March 1999 - September 2000
Education
Providence College 1991 — 1995
GW&K Investment Management April 2007 - Present
Pioneer Investments September 2000 - March 2007
Boston Financial Data Services March 1999 - September 2000
Education
Providence College 1991 — 1995
Jason Baylis's Pioneer Investments Experience September 2003 - July 2007
Job Product Manager, NA at Methanex Corporation
Industry Chemicals
Experience
Methanex Corporation February 2013 - Present
Methanex Corporation November 2011 - January 2013
Methanex Corporation June 2009 - October 2011
Pioneer Investments September 2003 - July 2007
State Street Bank June 2002 - September 2003
Forum Financial Group June 2000 - June 2002
Education
Southern Methodist University - Cox School of Business 2007 — 2009
University of Maine 1996 — 2000
Bachelor of Science, Business Administration
Methanex Corporation February 2013 - Present
Methanex Corporation November 2011 - January 2013
Methanex Corporation June 2009 - October 2011
Pioneer Investments September 2003 - July 2007
State Street Bank June 2002 - September 2003
Forum Financial Group June 2000 - June 2002
Education
Southern Methodist University - Cox School of Business 2007 — 2009
University of Maine 1996 — 2000
Bachelor of Science, Business Administration
Melissa Bevelaqua's Pioneer Investments Experience 2006 - 2008
Job CEO, TFA International
Industry Information Technology and Services
Experience
TFA International January 2014 - Present
Natixis Global Asset Management March 2010 - May 2013
Pioneer Investments 2006 - 2008
MFS Investment Management April 1995 - October 2006
Education
Saint Anselm College
Bachelor of Arts (B.A.), Business Administration and Management, General
TFA International January 2014 - Present
Natixis Global Asset Management March 2010 - May 2013
Pioneer Investments 2006 - 2008
MFS Investment Management April 1995 - October 2006
Education
Saint Anselm College
Bachelor of Arts (B.A.), Business Administration and Management, General
Alison Daley - Fish's Pioneer Investments Experience 2003 - 2006
Job HR Operations Manager at athenahealth
Industry Information Technology and Services
Experience
athenahealth September 2015 - Present
athenahealth January 2014 - Present
athenahealth January 2012 - Present
athenahealth April 2010 - January 2012
Harvard Management Company August 2006 - February 2009
Pioneer Investments 2003 - 2006
Skills
Outlook, PowerPoint, Strategic Planning, Microsoft Office, Project Management, Event Planning, Microsoft Excel, Microsoft Word, Social Media, Team Building, Training, Event Management, Onboarding, Recruiting, Management, Leadership Development, Organizational..., Analysis, Human Resources, Program Management
Education
Southern New Hampshire University 2007 — 2010
Training & Development and HR Courses
Southern New Hampshire University 1999 — 2003
Bachelor of Science, Marketing
athenahealth September 2015 - Present
athenahealth January 2014 - Present
athenahealth January 2012 - Present
athenahealth April 2010 - January 2012
Harvard Management Company August 2006 - February 2009
Pioneer Investments 2003 - 2006
Skills
Outlook, PowerPoint, Strategic Planning, Microsoft Office, Project Management, Event Planning, Microsoft Excel, Microsoft Word, Social Media, Team Building, Training, Event Management, Onboarding, Recruiting, Management, Leadership Development, Organizational..., Analysis, Human Resources, Program Management
Education
Southern New Hampshire University 2007 — 2010
Training & Development and HR Courses
Southern New Hampshire University 1999 — 2003
Bachelor of Science, Marketing
Sadakichi Robbins's Pioneer Investments Experience October 2006 - February 2009
Job Institutional Fixed Income Portfolio Manager/Trader/Strategist: ALM, Banking, Insurance, Asset Management
Industry Investment Management
Experience
The Guardian Life Insurance Company of America May 2009 - December 2014
Pioneer Investments October 2006 - February 2009
Julius Baer June 1997 - December 2005
First Federal Savings and Loan Association Rochester, NY November 1982 - June 1997
Skills
Fixed Income, Portfolio Management, Derivatives, Securities, Capital Markets, Asset Management, Trading, Options, Hedge Funds, Mutual Funds, Bloomberg, Analysis, Trading Systems, Banking, Funding, Alternative Investments, ABS, Mortgage Lending, Asset Allocation, Rates, Strategy, Financial Analysis, Money Market, ALM, Liquidity Management, Management, Vendor Management, Equities, Securitization, Proprietary Trading, Financial Risk, Interest Rate Risk..., Wealth Management, Structured Products, Risk Management, Financial Services, Credit, Private Banking, Economics, Marketing, Valuation, Investments
Education
State University of New York College at Fredonia 1978 — 1982
Bachelor of Science (BS), Economics
The Guardian Life Insurance Company of America May 2009 - December 2014
Pioneer Investments October 2006 - February 2009
Julius Baer June 1997 - December 2005
First Federal Savings and Loan Association Rochester, NY November 1982 - June 1997
Skills
Fixed Income, Portfolio Management, Derivatives, Securities, Capital Markets, Asset Management, Trading, Options, Hedge Funds, Mutual Funds, Bloomberg, Analysis, Trading Systems, Banking, Funding, Alternative Investments, ABS, Mortgage Lending, Asset Allocation, Rates, Strategy, Financial Analysis, Money Market, ALM, Liquidity Management, Management, Vendor Management, Equities, Securitization, Proprietary Trading, Financial Risk, Interest Rate Risk..., Wealth Management, Structured Products, Risk Management, Financial Services, Credit, Private Banking, Economics, Marketing, Valuation, Investments
Education
State University of New York College at Fredonia 1978 — 1982
Bachelor of Science (BS), Economics
Michael De Feo's Pioneer Investments Experience 2003 - 2008
Job Managing Director DCIO & Strategic Platform Sales at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments January 2011 - Present
First American Funds November 2008 - January 2011
Loon Race Team 2007 - 2010
Pioneer Funds Distributor March 2003 - November 2008
Pioneer Investments 2003 - 2008
Bisys Retirement Services March 2001 - May 2003
Citizens Securities, Inc. March 2000 - November 2001
Citizens Advisors 2000 - 2001
Scudder, Stevens & Clark 1995 - 1998
Scudder Investments 1995 - 1998
Skills
Investments, Leadership, Management, Morningstar, Mutual Funds, New Business Development, Relationship Management, Retirement, Sales Management, Series 7, Strategy, Alternative Investments, Asset Allocation, Investment Strategies, Series 63, Asset Management
Education
Roanoke College 1984 — 1988
BA, History
High School 1981 — 1984
HS
Nuveen Investments January 2011 - Present
First American Funds November 2008 - January 2011
Loon Race Team 2007 - 2010
Pioneer Funds Distributor March 2003 - November 2008
Pioneer Investments 2003 - 2008
Bisys Retirement Services March 2001 - May 2003
Citizens Securities, Inc. March 2000 - November 2001
Citizens Advisors 2000 - 2001
Scudder, Stevens & Clark 1995 - 1998
Scudder Investments 1995 - 1998
Skills
Investments, Leadership, Management, Morningstar, Mutual Funds, New Business Development, Relationship Management, Retirement, Sales Management, Series 7, Strategy, Alternative Investments, Asset Allocation, Investment Strategies, Series 63, Asset Management
Education
Roanoke College 1984 — 1988
BA, History
High School 1981 — 1984
HS
John M. Malone, CRCP's Pioneer Investments Experience August 2004 - Present
Job Vice President and Chief Compliance Officer, Pioneer Funds Distributor, Inc.
Industry Financial Services
Experience
Pioneer Investments August 2004 - Present
MFS 1997 - 2004
FINRA 1995 - 1997
Skills
Series 6, FINRA, Program Management, Series 7, Mutual Funds, Series 63, Securities, Uniform Combined State..., AML, Investments, Asset Managment, Fixed Annuities, Separately Managed..., Equities, Fixed Income, Alternative Investments, Securities Regulation
Education
University of Pennsylvania - The Wharton School 2005 — 2008
Certified Regulatory Compliance Professional, Securities Regulation
Saint John Fisher College 1989 — 1993
Bachelor of Science, Business
Elmira Free Academy 1985 — 1989
Pioneer Investments August 2004 - Present
MFS 1997 - 2004
FINRA 1995 - 1997
Skills
Series 6, FINRA, Program Management, Series 7, Mutual Funds, Series 63, Securities, Uniform Combined State..., AML, Investments, Asset Managment, Fixed Annuities, Separately Managed..., Equities, Fixed Income, Alternative Investments, Securities Regulation
Education
University of Pennsylvania - The Wharton School 2005 — 2008
Certified Regulatory Compliance Professional, Securities Regulation
Saint John Fisher College 1989 — 1993
Bachelor of Science, Business
Elmira Free Academy 1985 — 1989
Chin Liu's Pioneer Investments Experience November 2007 - Present
Job Portfolio Manager at Pioneer Investments
Industry Investment Management
Experience
Pioneer Investments November 2007 - Present
Numeric Investors June 2006 - October 2007
E*TRADE Financial August 2005 - April 2006
Flextronics June 2005 - August 2005
Skills
Tail Risk Hedge, Derivatives, Insurance Linked..., Asset Allocation, Non-Traditional Bond..., Hedging, Bonds, Mutual Funds, Asset Management, Investment Management, Options, Portfolio Management, Fixed Income, Trading, Securities, Investment Strategies, Financial Risk, Swaps
Education
Stanford University 2004 — 2006
M.S., Management Science & Engineering
Tsinghua University 1996 — 2000
B.S., Mechanical Engineering
Pioneer Investments November 2007 - Present
Numeric Investors June 2006 - October 2007
E*TRADE Financial August 2005 - April 2006
Flextronics June 2005 - August 2005
Skills
Tail Risk Hedge, Derivatives, Insurance Linked..., Asset Allocation, Non-Traditional Bond..., Hedging, Bonds, Mutual Funds, Asset Management, Investment Management, Options, Portfolio Management, Fixed Income, Trading, Securities, Investment Strategies, Financial Risk, Swaps
Education
Stanford University 2004 — 2006
M.S., Management Science & Engineering
Tsinghua University 1996 — 2000
B.S., Mechanical Engineering
Ruthanne Brodeur's Pioneer Investments Experience April 2003 - June 2010
Job Owner at Brodeur Consulting
Industry E-Learning
Experience
Brodeur Consulting April 2015 - Present
Premier Designs March 2013 - Present
Linedata July 2010 - April 2015
Pioneer Investments April 2003 - June 2010
Signitas 2001 - 2002
State Street Research 1999 - 2001
Putnam Investments July 1997 - December 1999
Skills
Business Analysis, Customer Service, Process Improvement, Training, Software Documentation, Vendor Management, SDLC, Team Building, Project Management, Leadership Development, Coaching, Change Management, Program Management, Management, CRM
Education
Rensselaer Polytechnic Institute 1988 — 1992
BS Management, Civil Engineering, Management, Marketing
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1988 — 1992
Management, Marketing, Engineering
Brodeur Consulting April 2015 - Present
Premier Designs March 2013 - Present
Linedata July 2010 - April 2015
Pioneer Investments April 2003 - June 2010
Signitas 2001 - 2002
State Street Research 1999 - 2001
Putnam Investments July 1997 - December 1999
Skills
Business Analysis, Customer Service, Process Improvement, Training, Software Documentation, Vendor Management, SDLC, Team Building, Project Management, Leadership Development, Coaching, Change Management, Program Management, Management, CRM
Education
Rensselaer Polytechnic Institute 1988 — 1992
BS Management, Civil Engineering, Management, Marketing
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1988 — 1992
Management, Marketing, Engineering
Jennifer Reale's Pioneer Investments Experience November 2007 - Present
Job Production Coordinator at Pioneer Investments
Industry Marketing and Advertising
Experience
Pioneer Investments November 2007 - Present
City of Medford January 2004 - Present
Pioneer Investments September 2005 - November 2007
GE Energy May 2000 - September 2005
Education
Salem State University 2003 — 2008
BA, Bus Mgmt & Comm
Medford High School 1993 — 1997
High school diploma, College prepatory
Pioneer Investments November 2007 - Present
City of Medford January 2004 - Present
Pioneer Investments September 2005 - November 2007
GE Energy May 2000 - September 2005
Education
Salem State University 2003 — 2008
BA, Bus Mgmt & Comm
Medford High School 1993 — 1997
High school diploma, College prepatory
April O'Keefe's Pioneer Investments Experience February 2008 - August 2010
Job Senior Financial Systems Consultant Back Office Solutions at Linedata
Industry Computer Software
Experience
Linedata January 2014 - Present
Linedata October 2011 - Present
Linedata January 2011 - October 2011
Pioneer Investments February 2008 - August 2010
Southern New Hampshire Radiology Consultants June 2004 - February 2008
Skills
Business Analysis, Web-based Reporting, Financial Reporting, Ad Hoc Reporting, Client Services, PL/SQL, SQL, Financial Analysis, Microsoft Office
Education
Saint Anselm College 2003 — 2007
Politics, Public Policy, 3.71
Linedata January 2014 - Present
Linedata October 2011 - Present
Linedata January 2011 - October 2011
Pioneer Investments February 2008 - August 2010
Southern New Hampshire Radiology Consultants June 2004 - February 2008
Skills
Business Analysis, Web-based Reporting, Financial Reporting, Ad Hoc Reporting, Client Services, PL/SQL, SQL, Financial Analysis, Microsoft Office
Education
Saint Anselm College 2003 — 2007
Politics, Public Policy, 3.71
Goda Sekmokaite's Pioneer Investments Experience June 2007 - October 2008
Job Staff Auditor at Harvard University
Industry Higher Education
Experience
Harvard University July 2013 - Present
Harvard University October 2011 - July 2013
Boston Financial Data Services July 2010 - October 2011
Boston Financial Data Services October 2008 - July 2010
Pioneer Investments June 2007 - October 2008
Harvard Medical School October 2004 - June 2007
Baystate Financial Services September 2006 - January 2007
Skills
Microsoft Office, Customer Service, Problem Solving, Data Analysis, Financial Analysis, Writing, Leadership, Outlook
Education
Simmons College 2003 — 2007
BA, Finance, Spanish
Harvard University July 2013 - Present
Harvard University October 2011 - July 2013
Boston Financial Data Services July 2010 - October 2011
Boston Financial Data Services October 2008 - July 2010
Pioneer Investments June 2007 - October 2008
Harvard Medical School October 2004 - June 2007
Baystate Financial Services September 2006 - January 2007
Skills
Microsoft Office, Customer Service, Problem Solving, Data Analysis, Financial Analysis, Writing, Leadership, Outlook
Education
Simmons College 2003 — 2007
BA, Finance, Spanish
Andrew Kimbril's Pioneer Investments Experience August 2006 - October 2008
Job Associate Business Systems Consultant
Industry Financial Services
Experience
Mutual of Omaha September 2015 - Present
Mutual of Omaha May 2013 - September 2015
Mutual of Omaha August 2010 - May 2013
Mutual of Omaha October 2008 - August 2010
Pioneer Investments August 2006 - October 2008
Skills
Business Analysis, Microsoft Office, Microsoft Excel, Mutual Funds, Salesforce.com, Process Improvement, Financial Analysis, Employee Benefits, Strategic Financial..., Insurance, Investments, Financial Services, Health Insurance, Financial Planning, 401k
Education
Oral Roberts University 2002 — 2006
MIS, Business
Mutual of Omaha September 2015 - Present
Mutual of Omaha May 2013 - September 2015
Mutual of Omaha August 2010 - May 2013
Mutual of Omaha October 2008 - August 2010
Pioneer Investments August 2006 - October 2008
Skills
Business Analysis, Microsoft Office, Microsoft Excel, Mutual Funds, Salesforce.com, Process Improvement, Financial Analysis, Employee Benefits, Strategic Financial..., Insurance, Investments, Financial Services, Health Insurance, Financial Planning, 401k
Education
Oral Roberts University 2002 — 2006
MIS, Business
Dan Neville's Pioneer Investments Experience April 2005 - Present
Job Financial Advisor Bankers/ProEquities
Industry Financial Services
Experience
Pioneer Investments April 2005 - Present
The MONY Group February 2003 - January 2005
Skills
Mutual Funds, Retirement Planning, Asset Managment, Wealth Management, Equities, Investments, Portfolio Management, Series 63, Strategic Financial..., Series 6, Series 7, Fixed Annuities, Financial Services, Securities, Fixed Income
Education
Saint Michael's College 1999 — 2003
Business, Business, Finance, Accounting
Pioneer Investments April 2005 - Present
The MONY Group February 2003 - January 2005
Skills
Mutual Funds, Retirement Planning, Asset Managment, Wealth Management, Equities, Investments, Portfolio Management, Series 63, Strategic Financial..., Series 6, Series 7, Fixed Annuities, Financial Services, Securities, Fixed Income
Education
Saint Michael's College 1999 — 2003
Business, Business, Finance, Accounting
Ken Senecal's Pioneer Investments Experience April 1990 - Present
Job System Administrator at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments April 1990 - Present
Pioneer Investment Management, Boston, MA, USA 1990 - Present
Pioneer Investment Management 1990 - Present
Education
Rhode Island College
BA, Computer Science
Pioneer Investments April 1990 - Present
Pioneer Investment Management, Boston, MA, USA 1990 - Present
Pioneer Investment Management 1990 - Present
Education
Rhode Island College
BA, Computer Science
Carilyn Travis's Pioneer Investments Experience November 2007 - August 2012
Job Consumer Direct Sales Specialist II at Bank of the West
Industry Financial Services
Experience
Bank of the West August 2012 - Present
Pioneer Investments November 2007 - August 2012
Dillards July 2006 - December 2007
Irwin Home Equity December 2004 - June 2006
Irwin Home Equity November 2002 - December 2004
Irwin Home Equity May 2001 - November 2002
Skills
Banking, Credit, Loans, Consumer Lending, Loan Origination, Team Building, Portfolio Management, Credit Analysis, Mortgage Banking, NMLS Licensed, Call Centers, Vendor Management, Money Market Funds, Project Management
Education
University of Nebraska at Omaha 2008 — 2011
BGS, Behavioral Health
Solano Community College 1993 — 1999
AA, Liberal Arts
Bank of the West August 2012 - Present
Pioneer Investments November 2007 - August 2012
Dillards July 2006 - December 2007
Irwin Home Equity December 2004 - June 2006
Irwin Home Equity November 2002 - December 2004
Irwin Home Equity May 2001 - November 2002
Skills
Banking, Credit, Loans, Consumer Lending, Loan Origination, Team Building, Portfolio Management, Credit Analysis, Mortgage Banking, NMLS Licensed, Call Centers, Vendor Management, Money Market Funds, Project Management
Education
University of Nebraska at Omaha 2008 — 2011
BGS, Behavioral Health
Solano Community College 1993 — 1999
AA, Liberal Arts
Sue Talmadge's Pioneer Investments Experience December 2007 - May 2011
Job Senior Financial Analyst at Ropes & Gray LLP
Industry Investment Management
Experience
Ropes & Gray LLP October 2014 - Present
Old Mutual Asset Management May 2011 - October 2014
Pioneer Investments December 2007 - May 2011
Washington Mutual Bank Inc. September 2004 - November 2007
Skills
Financial Modeling, Financial Analysis, Budgets, Strategic Financial..., Asset Management, Business Analysis, Project Planning, Forecasting, Strategic Planning, Process Improvement, Financial Accounting, Microsoft Word, Sarbanes-Oxley Act, Mutual Funds, Banking, Research, Financial Reporting, General Ledger
Education
Seton Hall University 2002 — 2004
MBA, Management
University of Massachusetts Boston 1995 — 1999
BA, Accounting
Ropes & Gray LLP October 2014 - Present
Old Mutual Asset Management May 2011 - October 2014
Pioneer Investments December 2007 - May 2011
Washington Mutual Bank Inc. September 2004 - November 2007
Skills
Financial Modeling, Financial Analysis, Budgets, Strategic Financial..., Asset Management, Business Analysis, Project Planning, Forecasting, Strategic Planning, Process Improvement, Financial Accounting, Microsoft Word, Sarbanes-Oxley Act, Mutual Funds, Banking, Research, Financial Reporting, General Ledger
Education
Seton Hall University 2002 — 2004
MBA, Management
University of Massachusetts Boston 1995 — 1999
BA, Accounting
Teresa Bernard's Pioneer Investments Experience May 2007 - October 2009
Job Senior Financial Systems Consultant
Industry Investment Management
Experience
Linedata January 2013 - Present
Linedata January 2011 - December 2012
Linedata October 2009 - January 2011
Pioneer Investments May 2007 - October 2009
State Street January 2007 - May 2007
State Street September 2005 - January 2007
JPMorgan September 2004 - September 2005
Skills
Management, Business Analysis, Analysis, Asset Management, Corporate Actions, Derivatives, Financial Analysis, Fund Administration, Portfolio Management, Process Improvement, Bloomberg, Fixed Income, Financial Services, Equities, Hedge Funds
Education
Suffolk University 2005 — 2009
M.S.P.S., International Relations
Roanoke College 2000 — 2004
Bachelor of Arts, International Relations
Linedata January 2013 - Present
Linedata January 2011 - December 2012
Linedata October 2009 - January 2011
Pioneer Investments May 2007 - October 2009
State Street January 2007 - May 2007
State Street September 2005 - January 2007
JPMorgan September 2004 - September 2005
Skills
Management, Business Analysis, Analysis, Asset Management, Corporate Actions, Derivatives, Financial Analysis, Fund Administration, Portfolio Management, Process Improvement, Bloomberg, Fixed Income, Financial Services, Equities, Hedge Funds
Education
Suffolk University 2005 — 2009
M.S.P.S., International Relations
Roanoke College 2000 — 2004
Bachelor of Arts, International Relations
Jimmy Moynihan's Pioneer Investments Experience DirectorBankAnalyst Association of Boston1999 - 2013
Job Research Analyst at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments DirectorBankAnalyst Association of Boston1999 - 2013
Evergreen Investments 2002 - 2007
Columbia Management 1999 - 2002
Advest, Inc. 1986 - 1999
Skills
Hedge Funds, Investments, Research, Equity Research, Portfolio Management, Asset Managment, Financial Modeling, Bloomberg, Valuation, Capital Markets, Asset Management, Equities, Series 7, Mutual Funds, Fixed Income
Education
Saint Anselm College 1982 — 1986
Pioneer Investments DirectorBankAnalyst Association of Boston1999 - 2013
Evergreen Investments 2002 - 2007
Columbia Management 1999 - 2002
Advest, Inc. 1986 - 1999
Skills
Hedge Funds, Investments, Research, Equity Research, Portfolio Management, Asset Managment, Financial Modeling, Bloomberg, Valuation, Capital Markets, Asset Management, Equities, Series 7, Mutual Funds, Fixed Income
Education
Saint Anselm College 1982 — 1986
Jeff Payne, CFA's Pioneer Investments Experience 2013 - Present
Job Vice President, Senior Analyst at Pioneer Investments
Industry Investment Management
Experience
Pioneer Investments 2013 - Present
Genworth Financial 2009 - 2013
Denver Investment Advisors 1998 - 2009
GE Capital Assurance 1993 - 1998
Oregon State Treasury 1988 - 1993
Skills
Portfolio Management, Investments, Asset Managment, Equities, Asset Allocation, Mutual Funds, Series 7, Investment Strategies, Capital Markets, Financial Modeling, Valuation, Hedge Funds, Alternative Investments, Fixed Income, Financial Analysis, Due Diligence, Securities, Investment Management, Bloomberg, Wealth Management, Credit, Finance
Education
Seattle University 1996 — 1998
Course Work, Masters in Finance Program
University of Portland 1991 — 1993
Course Work, Masters in Finance Program
Western Washington University
BA, Accounting & Economics
Pioneer Investments 2013 - Present
Genworth Financial 2009 - 2013
Denver Investment Advisors 1998 - 2009
GE Capital Assurance 1993 - 1998
Oregon State Treasury 1988 - 1993
Skills
Portfolio Management, Investments, Asset Managment, Equities, Asset Allocation, Mutual Funds, Series 7, Investment Strategies, Capital Markets, Financial Modeling, Valuation, Hedge Funds, Alternative Investments, Fixed Income, Financial Analysis, Due Diligence, Securities, Investment Management, Bloomberg, Wealth Management, Credit, Finance
Education
Seattle University 1996 — 1998
Course Work, Masters in Finance Program
University of Portland 1991 — 1993
Course Work, Masters in Finance Program
Western Washington University
BA, Accounting & Economics
Lenore Downs's Pioneer Investments Experience December 2014 - Present
Job Director, Transfer Agency Compliance at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments December 2014 - Present
Pioneer Investments 2007 - December 2014
Pioneer Investments 2004 - 2007
Pioneer Investments 2001 - 2004
Skills
Risk Management, FINRA, Fixed Income, Customer Service, Series 7, Financial Services, Training, Securities, Equities, Outlook, Series 63, Banking, Asset Management, Series 6, Investments, Mutual Funds
Education
Salem State University
MBA
Salem State College 1993 — 1997
BS, Business Administration
Salem High School
Salem High School
Pioneer Investments December 2014 - Present
Pioneer Investments 2007 - December 2014
Pioneer Investments 2004 - 2007
Pioneer Investments 2001 - 2004
Skills
Risk Management, FINRA, Fixed Income, Customer Service, Series 7, Financial Services, Training, Securities, Equities, Outlook, Series 63, Banking, Asset Management, Series 6, Investments, Mutual Funds
Education
Salem State University
MBA
Salem State College 1993 — 1997
BS, Business Administration
Salem High School
Salem High School
Linda Prudencio's Pioneer Investments Experience March 2011 - Present
Job Senior Manager Compliance Oversight
Industry Financial Services
Experience
Pioneer Investments March 2011 - Present
Pioneer Investments August 2005 - March 2011
Pioneer Investments November 1993 - September 2005
Skills
Management, Securities, FINRA, Policy, Mutual Funds, Financial Services, Equities, Process Improvement, Fixed Income
Education
Providence College 1981 — 1985
Bachelor's, Political Science and History
Pioneer Investments March 2011 - Present
Pioneer Investments August 2005 - March 2011
Pioneer Investments November 1993 - September 2005
Skills
Management, Securities, FINRA, Policy, Mutual Funds, Financial Services, Equities, Process Improvement, Fixed Income
Education
Providence College 1981 — 1985
Bachelor's, Political Science and History
Patrick Healey , CISSP, PCI-SSC PCIP's Pioneer Investments Experience May 2004 - April 2009
Job Information Security Analyst at Copyright Clearance Center
Industry Nonprofit Organization Management
Experience
Copyright Clearance Center July 2015 - Present
Copyright Clearance Center December 2012 - July 2015
Copyright Clearance Center September 2009 - December 2012
Pioneer Investments May 2004 - April 2009
Pioneer Investments September 2001 - May 2004
Skills
VMware, Technical Support, Disaster Recovery, System Administration, Blackberry Enterprise..., Active Directory, Windows Server, Laptops, Information Security, Computer Security, Security Patch..., Threat & Vulnerability..., Cisco Cloud Web Security, Google Apps, PCI DSS, SQL, Network Security, Help Desk Support, Server Administration, Microsoft Exchange, Network Administration, Database Administration
Education
University of Massachusetts, Amherst
Marblehead High School
Salem State University
Copyright Clearance Center July 2015 - Present
Copyright Clearance Center December 2012 - July 2015
Copyright Clearance Center September 2009 - December 2012
Pioneer Investments May 2004 - April 2009
Pioneer Investments September 2001 - May 2004
Skills
VMware, Technical Support, Disaster Recovery, System Administration, Blackberry Enterprise..., Active Directory, Windows Server, Laptops, Information Security, Computer Security, Security Patch..., Threat & Vulnerability..., Cisco Cloud Web Security, Google Apps, PCI DSS, SQL, Network Security, Help Desk Support, Server Administration, Microsoft Exchange, Network Administration, Database Administration
Education
University of Massachusetts, Amherst
Marblehead High School
Salem State University
Daniel Mozer's Pioneer Investments Experience May 2007 - August 2007
Job Associate at PNC Mezzanine Capital
Industry Venture Capital & Private Equity
Experience
PNC Mezzanine Capital July 2015 - Present
Capstone Partners LLC March 2012 - June 2015
S & H Representatives September 2010 - February 2012
Spare Backup April 2009 - September 2009
Capstone Partners LLC June 2008 - August 2008
Pioneer Investments May 2007 - August 2007
Skills
Financial Modeling, Capital IQ, Bloomberg Terminal, Financial Analysis, Equities, Financial Statement..., Corporate Finance, Market Research, Microsoft Excel, Valuation, Finance, Investment Banking
Education
Seton Hall University 2005 — 2009
B.S., Finance, Marketing
PNC Mezzanine Capital July 2015 - Present
Capstone Partners LLC March 2012 - June 2015
S & H Representatives September 2010 - February 2012
Spare Backup April 2009 - September 2009
Capstone Partners LLC June 2008 - August 2008
Pioneer Investments May 2007 - August 2007
Skills
Financial Modeling, Capital IQ, Bloomberg Terminal, Financial Analysis, Equities, Financial Statement..., Corporate Finance, Market Research, Microsoft Excel, Valuation, Finance, Investment Banking
Education
Seton Hall University 2005 — 2009
B.S., Finance, Marketing
Bill Misata's Pioneer Investments Experience 1987 - 2004
Job Consultant at Misata Consulting
Industry Investment Management
Experience
Misata Consulting April 2011 - Present
Allianz Global Investors August 2008 - March 2011
Allianz 2007 - March 2011
Merrill Lynch Investment Managers 2005 - 2007
Pioneer Investments 1987 - 2004
The Pioneer Group, Inc. 1987 - 2004
Boston Financial Data Services 1980 - 1987
Education
Princeton University 1961 — 1965
BA, Politics
Misata Consulting April 2011 - Present
Allianz Global Investors August 2008 - March 2011
Allianz 2007 - March 2011
Merrill Lynch Investment Managers 2005 - 2007
Pioneer Investments 1987 - 2004
The Pioneer Group, Inc. 1987 - 2004
Boston Financial Data Services 1980 - 1987
Education
Princeton University 1961 — 1965
BA, Politics
Dennis Pray, CIA, CISA's Pioneer Investments Experience June 2008 - Present
Job Director of Internal Audit at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments June 2008 - Present
Pioneer Investments August 1989 - June 2008
The Boston Company 1986 - 1989
John Hancock Property and Casualty Insurance Co. 1985 - 1986
Fidelity Investments 1980 - 1985
Skills
Sarbanes-Oxley Act, Operational Risk..., Internal Audit, Internal Controls, Enterprise Risk..., IT Audit, Auditing, Risk Management, Financial Risk, Risk Assessment, CISA, Financial Reporting, Management Consulting, Accounting, Operational Risk, Financial Analysis
Education
Suffolk University - Sawyer Business School 1977 — 1979
MBA, Finance
Salem State College 1975 — 1977
Bachelor of Science, Business Administration
Pioneer Investments June 2008 - Present
Pioneer Investments August 1989 - June 2008
The Boston Company 1986 - 1989
John Hancock Property and Casualty Insurance Co. 1985 - 1986
Fidelity Investments 1980 - 1985
Skills
Sarbanes-Oxley Act, Operational Risk..., Internal Audit, Internal Controls, Enterprise Risk..., IT Audit, Auditing, Risk Management, Financial Risk, Risk Assessment, CISA, Financial Reporting, Management Consulting, Accounting, Operational Risk, Financial Analysis
Education
Suffolk University - Sawyer Business School 1977 — 1979
MBA, Finance
Salem State College 1975 — 1977
Bachelor of Science, Business Administration
Kevin Mandh's Pioneer Investments Experience January 2006 - July 2007
Job Assistant Vice President, State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors January 2011 - Present
Pioneer Investments January 2006 - July 2007
BNY Mellon January 2001 - December 2005
State Street Bank & Trust Co. April 1999 - December 2000
Education
Southern New Hampshire University 2001 — 2003
MBA
State Street Global Advisors January 2011 - Present
Pioneer Investments January 2006 - July 2007
BNY Mellon January 2001 - December 2005
State Street Bank & Trust Co. April 1999 - December 2000
Education
Southern New Hampshire University 2001 — 2003
MBA
Peter McMorrow's Pioneer Investments Experience January 2001 - June 2011
Job Regional Vice President at Ivy Funds
Industry Financial Services
Experience
Ivy Funds Distributor, Inc. June 2011 - Present
Pioneer Investments January 2001 - June 2011
Pioneer Investments December 2000 - June 2001
Pioneer Investments June 2000 - December 2000
Pioneer Investments October 1998 - June 2000
Dreyfus January 1998 - August 1998
Education
Chaminade High School 1990 — 1994
Penn State University
Ivy Funds Distributor, Inc. June 2011 - Present
Pioneer Investments January 2001 - June 2011
Pioneer Investments December 2000 - June 2001
Pioneer Investments June 2000 - December 2000
Pioneer Investments October 1998 - June 2000
Dreyfus January 1998 - August 1998
Education
Chaminade High School 1990 — 1994
Penn State University
Kara Spaulding's Pioneer Investments Experience April 2004 - July 2004
Job Director Program Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Fidelity Investments May 2007 - February 2015
Fidelity Investments August 2004 - May 2007
Pioneer Investments April 2004 - July 2004
Columbia Management Group March 2002 - August 2003
Liberty Funds March 2001 - March 2002
Liberty Funds Group January 1999 - March 2001
Fidelity Investments January 1996 - December 1998
Skills
PowerPoint, Account Reconciliation, Business Analysis, Process Improvement, Time Management, Program Management, Analysis, SDLC, Management, Business Process..., Risk Management, Requirements Gathering
Education
Providence College 1991 — 1995
BS, Business Management
Providence College 1991 — 1995
Bachelor's Degree, Business Administration and Management, General
Fidelity Investments March 2015 - Present
Fidelity Investments May 2007 - February 2015
Fidelity Investments August 2004 - May 2007
Pioneer Investments April 2004 - July 2004
Columbia Management Group March 2002 - August 2003
Liberty Funds March 2001 - March 2002
Liberty Funds Group January 1999 - March 2001
Fidelity Investments January 1996 - December 1998
Skills
PowerPoint, Account Reconciliation, Business Analysis, Process Improvement, Time Management, Program Management, Analysis, SDLC, Management, Business Process..., Risk Management, Requirements Gathering
Education
Providence College 1991 — 1995
BS, Business Management
Providence College 1991 — 1995
Bachelor's Degree, Business Administration and Management, General
Solomon Grover's Pioneer Investments Experience March 2004 - July 2006
Job Regional Sales Manager CivicPlus
Industry Information Technology and Services
Experience
CivicPlus April 2015 - Present
Verizon Wireless April 2014 - March 2015
Verizon Wireless January 2012 - April 2014
Verizon Wireless January 2009 - June 2011
Alltel July 2006 - January 2009
Pioneer Investments March 2004 - July 2006
Skills
Customer Service, Customer Satisfaction, Call Center, Billing, Sales Support, Direct Sales, A+ Certified, Training & Development, Sales Process, Financial Reporting, Pre-sales Technical..., Mobile Applications, Mobile Technology, Android, Customer Experience, Customer Retention, Quotas, Telecommunications, Sales Operations, Wireless, Management, Sales, Solution Selling, Team Leadership, Retail Sales, Call Centers, Employee Training, Pre-sales, Invoicing
Education
TechSkills of Sacramento 2011 — 2011
A+ certification
Northeastern University
Bachelor's degree, Finance, General
CivicPlus April 2015 - Present
Verizon Wireless April 2014 - March 2015
Verizon Wireless January 2012 - April 2014
Verizon Wireless January 2009 - June 2011
Alltel July 2006 - January 2009
Pioneer Investments March 2004 - July 2006
Skills
Customer Service, Customer Satisfaction, Call Center, Billing, Sales Support, Direct Sales, A+ Certified, Training & Development, Sales Process, Financial Reporting, Pre-sales Technical..., Mobile Applications, Mobile Technology, Android, Customer Experience, Customer Retention, Quotas, Telecommunications, Sales Operations, Wireless, Management, Sales, Solution Selling, Team Leadership, Retail Sales, Call Centers, Employee Training, Pre-sales, Invoicing
Education
TechSkills of Sacramento 2011 — 2011
A+ certification
Northeastern University
Bachelor's degree, Finance, General
Pamela (Carello) DeBolt's Pioneer Investments Experience 1993 - 2003
Job Associate Director, Asset Management Practice, Cerulli Associates
Industry Financial Services
Experience
Cerulli Associates September 2007 - Present
Pioneer Investments 1993 - 2003
Pioneer Investments 1993 - 2003
Skills
Investments, Mutual Funds, Asset Management, Alternative Investments, Financial Services, Portfolio Management, Asset Allocation, Strategy, Fixed Income, Hedge Funds
Education
Rhode Island College
Business Management
Cerulli Associates September 2007 - Present
Pioneer Investments 1993 - 2003
Pioneer Investments 1993 - 2003
Skills
Investments, Mutual Funds, Asset Management, Alternative Investments, Financial Services, Portfolio Management, Asset Allocation, Strategy, Fixed Income, Hedge Funds
Education
Rhode Island College
Business Management
William Tyler Weihs's Pioneer Investments Experience May 2014 - October 2014
Job Portfolio Administrator at State Street
Industry Financial Services
Experience
State Street Global Advisors October 2014 - Present
Pioneer Investments May 2014 - October 2014
State Street June 2013 - August 2013
State Street June 2012 - August 2012
Daily Printing, Inc. May 2011 - July 2011
Chapmans Floral, LLC May 2010 - August 2010
Skills
Financial Analysis, Equities, Fixed Income, Investments, Trading, Account Reconciliation, Mutual Funds, Leadership, Team Leadership, Strategic Planning, Team Building, Financial Services, Asset Management, Banking, Analysis, Valuation, Oral Communication
Education
Saint Michael's College 2010 — 2014
Manchester Essex Regional High School 2006 — 2010
State Street Global Advisors October 2014 - Present
Pioneer Investments May 2014 - October 2014
State Street June 2013 - August 2013
State Street June 2012 - August 2012
Daily Printing, Inc. May 2011 - July 2011
Chapmans Floral, LLC May 2010 - August 2010
Skills
Financial Analysis, Equities, Fixed Income, Investments, Trading, Account Reconciliation, Mutual Funds, Leadership, Team Leadership, Strategic Planning, Team Building, Financial Services, Asset Management, Banking, Analysis, Valuation, Oral Communication
Education
Saint Michael's College 2010 — 2014
Manchester Essex Regional High School 2006 — 2010
Franco Maniaci, CFA's Pioneer Investments Experience February 2005 - October 2007
Job Portfolio Analyst Global Fixed Income at Standish Mellon Asset Management
Industry Investment Management
Experience
Standish Mellon Asset Management July 2010 - Present
Putnam Investments November 2007 - June 2010
Pioneer Investments February 2005 - October 2007
Education
Providence College 1998 — 2002
BS, Finance
Standish Mellon Asset Management July 2010 - Present
Putnam Investments November 2007 - June 2010
Pioneer Investments February 2005 - October 2007
Education
Providence College 1998 — 2002
BS, Finance
Steve Conley's Pioneer Investments Experience May 1993 - February 1999
Job Director of IT at Boston Red Sox
Industry Sports
Experience
Boston Red Sox February 2001 - Present
Renaissance World Wide Inc March 1999 - February 2001
Pioneer Investments May 1993 - February 1999
Skills
Active Directory, SharePoint, Computer Hardware, Customer Relations, Business Intelligence, Information Security..., Strategic Planning, Online Video, Customer Service
Education
Northeastern University 1986 — 1992
BS, Computer Engineer Technology
Dedham High School
Boston Red Sox February 2001 - Present
Renaissance World Wide Inc March 1999 - February 2001
Pioneer Investments May 1993 - February 1999
Skills
Active Directory, SharePoint, Computer Hardware, Customer Relations, Business Intelligence, Information Security..., Strategic Planning, Online Video, Customer Service
Education
Northeastern University 1986 — 1992
BS, Computer Engineer Technology
Dedham High School
Torey Pellegrini's Pioneer Investments Experience September 2015 - Present
Job Portfolio Consultant, U.S. Business Development & Client Strategy
Industry Investment Management
Experience
Pioneer Investments September 2015 - Present
Pioneer Investments November 2014 - August 2015
Pioneer Investments April 2012 - October 2014
Pioneer Investments December 2011 - March 2012
The Boston Group - Northwestern Mutual March 2011 - November 2011
Skills
Mutual Funds, Investments, Asset Management, Alternative Investments, Fixed Income, Securities, Equities, Portfolio Management, Statistics
Education
Salve Regina University 2006 — 2010
BS, BA, Economics, Philosophy
Boston College High School 2002 — 2006
High School Diploma
CFA Institute
2016 Level III Candidate in the CFA Program
Pioneer Investments September 2015 - Present
Pioneer Investments November 2014 - August 2015
Pioneer Investments April 2012 - October 2014
Pioneer Investments December 2011 - March 2012
The Boston Group - Northwestern Mutual March 2011 - November 2011
Skills
Mutual Funds, Investments, Asset Management, Alternative Investments, Fixed Income, Securities, Equities, Portfolio Management, Statistics
Education
Salve Regina University 2006 — 2010
BS, BA, Economics, Philosophy
Boston College High School 2002 — 2006
High School Diploma
CFA Institute
2016 Level III Candidate in the CFA Program
Zach McMahon's Pioneer Investments Experience June 2013 - September 2013
Job Investment Guideline Associate at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners September 2013 - Present
Pioneer Investments June 2013 - September 2013
Brown Brothers Harriman May 2012 - June 2013
The Boston Company Asset Management November 2011 - April 2012
JPMorgan Chase December 2009 - March 2011
William Blair and Company June 2008 - September 2008
Skills
Trade Compliance, Compliance Software, Client Contact, Microsoft Office 2007
Education
Northwestern University 2005 — 2009
BA, Economics
Guggenheim Partners September 2013 - Present
Pioneer Investments June 2013 - September 2013
Brown Brothers Harriman May 2012 - June 2013
The Boston Company Asset Management November 2011 - April 2012
JPMorgan Chase December 2009 - March 2011
William Blair and Company June 2008 - September 2008
Skills
Trade Compliance, Compliance Software, Client Contact, Microsoft Office 2007
Education
Northwestern University 2005 — 2009
BA, Economics
Sydney Arbelbide's Pioneer Investments Experience January 2008 - August 2008
Job Systems Engineer at HighVista Strategies
Industry Information Technology and Services
Experience
HighVista Strategies 2013 - Present
Eze Castle Integration May 2011 - 2013
Eze Castle Integration January 2010 - August 2010
Highmount Capital January 2009 - August 2009
Pioneer Investments January 2008 - August 2008
Skills
Microsoft Exchange, Software Documentation, System Administration, Troubleshooting, VMware ESX, Active Directory, VMware, Windows Server, Disaster Recovery, Servers
Education
Northeastern University 2006 — 2011
Management Information Science and Entrepreneurship
HighVista Strategies 2013 - Present
Eze Castle Integration May 2011 - 2013
Eze Castle Integration January 2010 - August 2010
Highmount Capital January 2009 - August 2009
Pioneer Investments January 2008 - August 2008
Skills
Microsoft Exchange, Software Documentation, System Administration, Troubleshooting, VMware ESX, Active Directory, VMware, Windows Server, Disaster Recovery, Servers
Education
Northeastern University 2006 — 2011
Management Information Science and Entrepreneurship
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
Hale and Dorr LLP May 1996 - May 2002
Harvard University September 1985 - June 1991
Education
Northeastern University School of Law 1991 — 1994
J.D., Law
Pioneer Investments May 2002 - Present
Hale and Dorr LLP May 1996 - May 2002
Harvard University September 1985 - June 1991
Education
Northeastern University School of Law 1991 — 1994
J.D., Law
Courtney Rains's Pioneer Investments Experience August 2005 - February 2006
Job Regional Advisor Consultant at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds November 2014 - Present
Wellness Rains January 2013 - Present
Van Eck Global February 2011 - June 2013
Direct Access Partners June 2010 - January 2011
Columbia Management November 2009 - May 2010
Sidoti & Company, LLC March 2006 - October 2009
Pioneer Investments August 2005 - February 2006
Skills
Alternative Investments, Mutual Funds, Hedge Funds, Nutrition, Series 7, Equities, Wellness, Nutritional Counseling, Emerging Markets, Series 63, Fixed Income, Financial Advisory, Yoga, Financial Modeling, Wellness Coaching, Supplements, Health Counseling, Stress Management, Uniform Combined State..., Nutrition Education, Health and Wellness..., Asset Allocation, Leadership, Series 66, Salesforce.com, Holistic Health, Pilates Mat, Lifestyle, Personal Development, Marketing, Social Media, Business Networking, Lifestyle Coaching, Fitness, Employee Wellness, Relationship Management
Education
Institute for Integrative Nutrition 2013 — 2014
Immersion Program
Institute for Integrative Nutrition 2012 — 2013
Health Coach Training Program
Saint Michael's College 2001 — 2005
Bachelor of Arts, French
Université Paul Valéry (Montpellier III) 2003 — 2004
French Literature and Marketing
OppenheimerFunds November 2014 - Present
Wellness Rains January 2013 - Present
Van Eck Global February 2011 - June 2013
Direct Access Partners June 2010 - January 2011
Columbia Management November 2009 - May 2010
Sidoti & Company, LLC March 2006 - October 2009
Pioneer Investments August 2005 - February 2006
Skills
Alternative Investments, Mutual Funds, Hedge Funds, Nutrition, Series 7, Equities, Wellness, Nutritional Counseling, Emerging Markets, Series 63, Fixed Income, Financial Advisory, Yoga, Financial Modeling, Wellness Coaching, Supplements, Health Counseling, Stress Management, Uniform Combined State..., Nutrition Education, Health and Wellness..., Asset Allocation, Leadership, Series 66, Salesforce.com, Holistic Health, Pilates Mat, Lifestyle, Personal Development, Marketing, Social Media, Business Networking, Lifestyle Coaching, Fitness, Employee Wellness, Relationship Management
Education
Institute for Integrative Nutrition 2013 — 2014
Immersion Program
Institute for Integrative Nutrition 2012 — 2013
Health Coach Training Program
Saint Michael's College 2001 — 2005
Bachelor of Arts, French
Université Paul Valéry (Montpellier III) 2003 — 2004
French Literature and Marketing
Carol Lintz's Pioneer Investments Experience September 2008 - Present
Job Portfolio Manager at Pioneer Investments
Industry Investment Management
Experience
Pioneer Investments September 2008 - Present
Skills
Management, Microsoft Office, Process Improvement, Leadership, Microsoft Word, Sales, Training
Education
University of Pennsylvania - The Wharton School 1982 — 1984
Master of Business Administration (M.B.A.), Finance, General
Smith College 1970 — 1974
Bachelor's Degree, Political Science and Government
Pioneer Investments September 2008 - Present
Skills
Management, Microsoft Office, Process Improvement, Leadership, Microsoft Word, Sales, Training
Education
University of Pennsylvania - The Wharton School 1982 — 1984
Master of Business Administration (M.B.A.), Finance, General
Smith College 1970 — 1974
Bachelor's Degree, Political Science and Government
Arrietta Cimino's Pioneer Investments Experience August 2010 - Present
Job Manager at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments August 2010 - Present
Pioneer Investments June 2010 - August 2010
Pioneer Investments October 2008 - June 2010
Education
Providence College 2004 — 2008
Bachelor of Science, Marketing; Minor in Finance
Pioneer Investments August 2010 - Present
Pioneer Investments June 2010 - August 2010
Pioneer Investments October 2008 - June 2010
Education
Providence College 2004 — 2008
Bachelor of Science, Marketing; Minor in Finance
Meghan Panteleakos (McHugh)'s Pioneer Investments Experience 2000 - 2004
Job Risk & Controls Analyst at GMO
Industry Investment Management
Experience
GMO July 2008 - Present
Harvard Management Company 2007 - July 2008
Sowood Capital Management 2006 - 2007
Pioneer Investments 2000 - 2004
Skills
Mutual Funds
Education
Saint Michael's College 1996 — 2000
Bachelor of Science, Business Administration
GMO July 2008 - Present
Harvard Management Company 2007 - July 2008
Sowood Capital Management 2006 - 2007
Pioneer Investments 2000 - 2004
Skills
Mutual Funds
Education
Saint Michael's College 1996 — 2000
Bachelor of Science, Business Administration
Jim Moynihan's Pioneer Investments Experience 2007 - Present
Job
Industry Investment Management
Experience
Pioneer Investments 2007 - Present
Education
Saint Anselm College
Pioneer Investments 2007 - Present
Education
Saint Anselm College
Larry Zeno's Pioneer Investments Experience
Job Sr. Portfolio Manager at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments
Skills
Fixed Income, Bloomberg, Bonds, Asset Managment, Securities, Trading, Securitization, Structured Finance, Credit, Asset Allocation
Education
Northwestern University 1984 — 1986
Bachelor's degree, Economics & Political Science
Pioneer Investments
Skills
Fixed Income, Bloomberg, Bonds, Asset Managment, Securities, Trading, Securitization, Structured Finance, Credit, Asset Allocation
Education
Northwestern University 1984 — 1986
Bachelor's degree, Economics & Political Science
Asta Vaichys's Pioneer Investments Experience July 2004 - April 2006
Job Director Vendor Relations at Columbia Management Investments Advisers, LLc
Industry Investment Management
Experience
Columbia Management June 2006 - Present
Pioneer Investments July 2004 - April 2006
Skills
Asset Managment, Mutual Funds, Fixed Income, Equities, Portfolio Management, Series 7, Investments, Asset Allocation, Bloomberg, Alternative Investments, Hedge Funds, Series 63, Investment Management, Securities, Investment Strategies, Equity Research, ETFs, Wealth Management, Trading, Derivatives
Education
Simmons College 2001 — 2002
Master of Science (MS), Library and Information Science
Columbia Management June 2006 - Present
Pioneer Investments July 2004 - April 2006
Skills
Asset Managment, Mutual Funds, Fixed Income, Equities, Portfolio Management, Series 7, Investments, Asset Allocation, Bloomberg, Alternative Investments, Hedge Funds, Series 63, Investment Management, Securities, Investment Strategies, Equity Research, ETFs, Wealth Management, Trading, Derivatives
Education
Simmons College 2001 — 2002
Master of Science (MS), Library and Information Science
Yung (Louie) Lam's Pioneer Investments Experience January 2015 - Present
Job Trading Assistant at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments January 2015 - Present
United States Marine Corps Reserves March 2012 - March 2014
Ithaca College August 2012 - June 2013
United States Marine Corps June 2008 - March 2012
Skills
Microsoft Office, PowerPoint, Photoshop, Social Media, Microsoft Word, Higher Education, Microsoft Excel, Teaching, Bloomberg Terminal, Access, Leadership, Time Management
Education
Northeastern University 2014 — 2016
Bachelor of Science (B.S.), Accounting and Finance and Minor in Mathematics, Junior
Pioneer Investments January 2015 - Present
United States Marine Corps Reserves March 2012 - March 2014
Ithaca College August 2012 - June 2013
United States Marine Corps June 2008 - March 2012
Skills
Microsoft Office, PowerPoint, Photoshop, Social Media, Microsoft Word, Higher Education, Microsoft Excel, Teaching, Bloomberg Terminal, Access, Leadership, Time Management
Education
Northeastern University 2014 — 2016
Bachelor of Science (B.S.), Accounting and Finance and Minor in Mathematics, Junior
Kristen Shoer's Pioneer Investments Experience October 2014 - Present
Job at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments October 2014 - Present
Pioneer Investments April 2014 - October 2014
Pioneer Investments September 2010 - April 2014
State Street January 2008 - September 2010
UnitedHealthcare October 2005 - December 2007
Skills
Financial Analysis, Financial Reporting, Accounting, Account Reconciliation, Microsoft Excel, Financial Accounting, Corporate Finance, Financial Statements, General Ledger, Employee Benefits, Finance, Analysis, Process Improvement, Forecasting, PeopleSoft, Microsoft Word, HRIS
Education
Salem State College 2004 — 2005
Bachelor of Arts (B.A.), Economics
Pioneer Investments October 2014 - Present
Pioneer Investments April 2014 - October 2014
Pioneer Investments September 2010 - April 2014
State Street January 2008 - September 2010
UnitedHealthcare October 2005 - December 2007
Skills
Financial Analysis, Financial Reporting, Accounting, Account Reconciliation, Microsoft Excel, Financial Accounting, Corporate Finance, Financial Statements, General Ledger, Employee Benefits, Finance, Analysis, Process Improvement, Forecasting, PeopleSoft, Microsoft Word, HRIS
Education
Salem State College 2004 — 2005
Bachelor of Arts (B.A.), Economics
T Rowe Price
The Blackstone Group
Lazard
ING Investment Management
Deutsche Asset Management
Lazard Asset Management
Natixis Global Asset Management
Harvard Management Company