Pioneer Investments

Industry: Asset management company

Description

Pioneer 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
Robert Kilivris Robert Kilivris Akron, Ohio Details
Robert Kilivris's Pioneer Investments Experience May 1992 - January 2000
Job Registered Investment Advisor
Industry Financial Services
Experience
BCD Advisors, Inc.   October 2004 - Present
American Legacy/Lincoln Financial Group   January 2001 - May 2004
Pioneer Investments   May 1992 - January 2000

Skills
Microsoft Excel, Microsoft Office, Project Management, PowerPoint, Customer Service, Microsoft Word, Strategic Planning, Investments

Education
The University of Akron   1976 — 1980
B.S., Political Science

Tony Psaromatis Tony Psaromatis Austin, Texas Details
Tony Psaromatis's Pioneer Investments Experience August 2001 - June 2003
Job Branch Manager | Residential Mortgage Loan Officer NMLS# 211376 at SMP Mortgage, Inc. NMLS# 130562
Industry Financial Services
Experience
SMP Mortgage, Inc. NMLS# 130562   April 2014 - Present
The Psaromatis Mortgage Team, United Lending   February 2013 - April 2014
The Psaromatis Team with Highlands Residential Mortgage   September 2011 - February 2013
America Home Key  October 2008 - September 2011
BankSource Mortgage  September 2005 - October 2008
ACP Marketing & Business Development   June 2003 - October 2005
Pioneer Investments   August 2001 - June 2003
Guardian Life Insurance  September 1997 - August 2001
Great-West Life  1995 - 1997
Southwestern Company  1990 - 1994

Skills
Credit Counseling, Technology for Realtors, Residential Mortgages, FHA, Investment Properties, Mortgage Lending, Loans, USDA, Sellers, Refinance, Mortgage Banking, First Time Home Buyers, Investments, Sales, Investors, Foreclosures, Asset Re-allocation..., Real Estate Marketing, Marketing Strategy, Social Media, Mortgage and Real..., Real Estate, Video Marketing, Selling, Credit, Residential Homes, Government Loans, Referrals, Real Estate Transactions, Finance, Short Sales, Brokerage, FHA financing, Reverse Mortgages, Loan Origination, Buyers, Mortgage Underwriting, Underwriting, Certified Mortgage..., Mortgage Marketing, Listings, Small Business, New Home Sales, Real Estate Financing, REO, VA loans, Construction Loans, Move Up Buyers, New Homes, Closings

Education
Sandler   2012 — 2013
Sales Training

Texas A&M University   1989 — 1995
B.S., Industrial Distribution

FAHS   1987 — 1989

Sara Gagnon, AIF® Sara Gagnon, AIF® Boston, Massachusetts Details
Sara Gagnon, AIF®'s Pioneer Investments Experience May 2012 - Present
Job DCIO Sales Specialist at Pioneer Investments
Industry Investment Management
Experience
Pioneer Investments   May 2012 - Present
Pioneer Investments   August 2009 - May 2012
Pioneer Investments   August 2006 - July 2009

Skills
Series 7, Series 63, AIF

Education
Union College   2002 — 2006
Bachelor of Arts (B.A.), Spanish Language and Literature

Stoneham High School   1998 — 2002

Steve Burke Steve Burke Cary, North Carolina Details
Steve Burke's Pioneer Investments Experience 2007 - August 2011
Job Enterprise Bank Sales at Sageworks
Industry Information Technology and Services
Experience
Sageworks  June 2014 - Present
Citrix  February 2014 - June 2014
Citrix Online  August 2011 - January 2014
Pioneer Investments   2007 - August 2011
Merrill Lynch  2004 - 2007
United States Army Reserve  2005 - 2005
Skyworks Solutions  2002 - 2004

Skills
Sales, Business Development, Leadership, Salesforce.com, Direct Sales, SaaS, Training, CRM, Account Management, Enterprise Software, Management, Finance, Strategic Partnerships

Education
United States Military Academy at West Point   1989 — 1993
Bachelor of Science (BS), Engineering/Industrial Management

Curtis Gifford Curtis Gifford Greater Boston Area Details
Curtis Gifford's Pioneer Investments Experience 1997 - 1999
Job Support Communications Program Manager at Constant Contact
Industry Information Technology and Services
Experience
Constant Contact  April 2015 - Present
Monster Worldwide  April 2006 - February 2015
Monster Worldwide  May 2005 - April 2006
Brown Brothers Harriman  April 2004 - January 2005
Pioneer Investments   1997 - 1999

Skills
RightNow, SharePoint, Web Content Management, Adobe Creative Suite, SharePoint Designer, Technical Writing, Content Creation, Knowledge Management, Business Intelligence, Program Management, Online Help, Content Management, Social Media, Vendor Management, Captivate, Software Documentation, User Experience, Google Analytics, Content Strategy, Information Architecture, Content Development, Web Content Creation, Web Project Management, Podcasting, Salesforce.com, Blogging, Wordpress, Custom Facebook Pages, Web Pages, Web Applications, Interactive Storytelling, Storyboarding, Access, Web Analytics, Usability, Analysis, Analytics, Digital Strategy, Digital Media, SaaS, Usability Testing, Email Marketing, Online Advertising, SEM, SEO, Online Marketing, CMS, Technical Documentation, Social Networking, CRM

Education
Suffolk University   1995 — 2000
Political Science and Government

Stan Duplaga Stan Duplaga Greater Boston Area Details
Stan Duplaga's Pioneer Investments Experience September 2005 - Present
Job Pioneer Investments / Executive Officer US Navy Reserves
Industry Financial Services
Experience
US Navy Reserve  May 2014 - Present
Pioneer Investments   September 2005 - Present
US Navy Reserve  December 2013 - April 2014
US Navy  October 2012 - November 2013
Navy Marine Corp Intelligence Training Center   April 2012 - September 2012
United States Navy  September 2010 - September 2012
Morgan Stanley  February 2003 - August 2005
KLS Martin  November 2001 - January 2003

Skills
Finance, Navy, Sales, Series 7, Mutual Funds, Investments, Financial Services, Military, Time Management, Program Management, Leadership, Team Leadership, Management, Asset Management, Intelligence Analysis

Education
U.S. Naval Academy   1991 — 1995
Bachelor of Science (BS), Political Science and Government

Dan Solov Dan Solov Greater Boston Area Details
Dan Solov's Pioneer Investments Experience 1998 - 2001
Job Regional Vice President at Sammons Retirement Solutions, a member of Sammons Financial Group
Industry Financial Services
Experience
Sammons Retirement Solutions, a member of Sammons Financial Group   November 2011 - Present
Lincoln Financial Distributors  April 2001 - November 2011
Pioneer Investments   1998 - 2001
Pioneer Investments   1995 - 1998

Skills
Series 63, Variable Annuities, Series 7, Series 6, Mutual Funds, Investments, IRAs, 401k Rollovers, Sales, Insurance, Estate Planning, Fixed Annuities, Retirement Planning, Retirement

Education
Suffolk University - Sawyer School of Management
M.B.A., Marketing

University of Massachusetts Dartmouth   1989 — 1993
B.S., Marketing

Sharon High School

Tyler Korb Tyler Korb Greater Boston Area Details
Tyler Korb's Pioneer Investments Experience June 1999 - September 2005
Job
Industry Financial Services
Experience
The Boston Consulting Group  June 2015 - Present
Sun Life Financial  May 2010 - June 2015
Suffolk University  January 2007 - May 2012
Sun Life Financial  October 2007 - May 2010
Sun Life Financial  September 2005 - October 2007
Pioneer Investments   June 1999 - September 2005
Pioneer Investments   January 1998 - June 1999
Pioneer Investments   October 1996 - December 1997

Skills
Instructional Design, Performance Consulting, Coaching, Training, Information Mapping, Business Process..., Quality Control, Action Research, Leadership Development, Organizational..., Captivate, Career Development, Adult Education, E-Learning, Talent Management, Needs Analysis, Performance Management, Onboarding, Change Management, Management Development, Management, Process Improvement, Human Resources, Strategy, Team Building, Workshop Facilitation, Visio, Staff Development, Organizational..., Program Management, Analysis, Organizational Learning, Cross-functional Team..., Software Documentation, Employee Training, Training Delivery, Leadership

Education
Suffolk University
Master of Science

University of Nebraska at Kearney
Bachelor of Arts

David Amoyal David Amoyal Greater Boston Area Details
David Amoyal's Pioneer Investments Experience November 2008 - May 2012
Job Manager Retirement Plan Consolidation at John Hancock Financial Services
Industry Financial Services
Experience
ESPN  June 2015 - Present
John Hancock Financial Services  March 2014 - Present
GianlucaDiMarzio.com   July 2013 - Present
John Hancock Life Insurance Company (U.S.A.)   June 2012 - March 2014
Vavel USA   April 2013 - December 2013
JuveFC.com   August 2011 - September 2013
Pioneer Investments   November 2008 - May 2012
Pioneer Investments   January 2008 - May 2012
Pioneer Investments   November 2005 - October 2008
2005-2008  November 2005 - September 2008

Skills
Customer Presentations, Presentation Development, Presentation Coaching, Data Presentation, Data Analysis, Data Entry, Database Mining, Report Writing, Report Generation, Sampling, Call Center, Financial Analysis, Creative Writing, Coaching Staff, Supervisory Skills, Customer Relations, HTML, Process Improvement, Customer Feedback, Survey Design, Employee Surveys, Business Relationship..., Languages, Italian, conversational French, Customer Service, Management, Call Centers, Finance, Microsoft Excel, Financial Services, Analysis, Coaching, Investments, Training, Mutual Funds, PowerPoint, Project Management, Microsoft Office

Education
Suffolk University
BA, Business Administration

Suffolk University
Bachelor of Science; BA, Business Administration; 2002

Suffolk University
Bachelor of Science; BA, Business Administration; 2002

Dwight Jacobsen Dwight Jacobsen New York, New York Details
Dwight Jacobsen's Pioneer Investments Experience 2006 - 2007
Job Managing Director Lazard Asset Management
Industry Financial Services
Experience
Lazard Asset Management  October 2013 - Present
BNY Mellon/Dreyfus  2008 - 2013
Pioneer Investments   2006 - 2007
DWS Investments  2002 - 2006
Putnam Investments  1992 - 2002
Van Kampen Merritt  1983 - 1992

Skills
Asset Management, Financial Services, Investment Management, Mutual Funds, Separately Managed..., Business Development, Relationship Management, Strategic Leadership, Sales Management, Strategic Planning

Education
Taylor University   1977 — 1981
BS, Business/Systems

Craig Sterling Craig Sterling Boston, Massachusetts Details
Craig Sterling's Pioneer Investments Experience May 2015 - Present
Job Head of Equity Research, U.S. and Portfolio Manager at Pioneer Investments
Industry Investment Management
Experience
Pioneer Investments   May 2015 - Present
EVA Dimensions  September 2011 - April 2015
Credit Suisse  June 2002 - June 2011
UBS Investment Bank  August 2000 - June 2002

Skills
Equities, Valuation, Hedge Funds, Investment Banking, Fixed Income, Equity Research, Financial Modeling, Portfolio Management, Bloomberg, Asset Management, Investments, Capital Markets, Corporate Finance

Education
University of Chicago Graduate School of Business   1998 — 2000
MBA, Finance

Washington University in St. Louis   1987 — 1991
BSBA, Business

Brandon Anderson Brandon Anderson Cleveland, Ohio Details
Brandon Anderson's Pioneer Investments Experience October 2014 - Present
Job Regional Vice President at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments   October 2014 - Present
Pioneer Investments   November 2010 - October 2014
Pioneer Investments   December 2009 - November 2010
Pioneer Investments   May 2008 - December 2009
Pioneer Investments   February 2007 - May 2008
Massachusetts Department of Conservation & Recreation  September 2006 - January 2007
Office of Massachusetts State Senator Robert L. Hedlund   January 2006 - May 2006

Skills
Mutual Funds, Series 7, Series 6, Equities, Fixed Income, Securities, Portfolio Management, Fixed Annuities, Relationship Management, Financial Advisory, Series 63, Investments, Asset Allocation, Alternative Investments, Finance

Education
Suffolk University
BS, Political Science

Richard Sardelli Richard Sardelli Greater Boston Area Details
Richard Sardelli's Pioneer Investments Experience March 2002 - October 2010
Job President, Richard Louis Advertising
Industry Marketing and Advertising
Experience
Richard Louis Advertising   October 2010 - Present
Pioneer Investments   March 2002 - October 2010
Fidelity Investments  December 1995 - March 2002
Young & Rubicam  November 1989 - December 1995

Education
University of Bridgeport
Bachelors Degree, Marketing, Advertising

Karen Alexandra Hernandez Karen Alexandra Hernandez Boston, Massachusetts Details
Karen Alexandra Hernandez's Pioneer Investments Experience February 2015 - Present
Job Executive Assistant
Industry Financial Services
Experience
Pioneer Investments   February 2015 - Present
MassHousing  March 2014 - February 2015
UBS Financial Services Inc.  June 2007 - February 2014
Suffolk University  2006 - 2007
Suffolk University  2003 - 2006

Education
Suffolk University   2003 — 2007
Bachelor of Science (BS), Political Science & Government; History Minor, 3.7

Matthew Doherty Matthew Doherty Greater Boston Area Details
Matthew Doherty's Pioneer Investments Experience November 2012 - January 2013
Job Account Executive, Technology Strategies with Eduventures
Industry Higher Education
Experience
Eduventures  April 2015 - Present
Rave Mobile Safety  September 2014 - February 2015
ImageTech a Xerox Company  January 2013 - September 2014
Pioneer Investments   November 2012 - January 2013
W.B. Mason   April 2011 - January 2012
Varsity Hockey Team, Stonehill College   January 2008 - January 2012

Skills
Leadership, Public Speaking, Salesforce.com, Marketing, Fundraising, Management, Teamwork, Sales, Social Media, Customer Service, Account Management, General Awesomeness

Education
Stonehill College   2008 — 2012
Bachelor of Science, Business Administration; Management

Thayer Academy   2007 — 2008

Caroline Naylon Caroline Naylon Greater Boston Area Details
Caroline Naylon's Pioneer Investments Experience July 2014 - Present
Job Regional Sales Specialist at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments   July 2014 - Present
Pioneer Investments   March 2014 - July 2014
Pioneer Investments   May 2013 - March 2014

Skills
Customer Service, Public Speaking, Organized Multi-tasker, Mutual Funds, Financial Transactions, Finance

Education
University at Buffalo   2010 — 2012
Bachelor of Arts (B.A.), magna cum laude, History, Premedicine

Loyola University Maryland   2009 — 2010

Mark Cavalieri, LUTCF Mark Cavalieri, LUTCF Greater Omaha Area Details
Mark Cavalieri, LUTCF's Pioneer Investments Experience February 1998 - December 2002
Job Sales Executive & Sales Manager
Industry Financial Services
Experience
Senior Market Sales Inc  October 2013 - Present
Pacific Life  December 2004 - February 2013
Prudential Financial  June 2003 - June 2004
Pioneer Investments   February 1998 - December 2002
Franklin Financial Services Corp   March 1983 - January 1997

Skills
Mutual Funds, Variable Annuities, Fixed Annuities, Life Insurance, IRAs, Asset Allocation, Retirement Planning, Long Term Care Insurance, Sales Presentations, Phone Sales Scripting, Series 6, Series 7, Series 26, Series 63, Series 65, 401k, Personnel Supervision, Sales Management, Account Management, Team Management, Marketing, Salesforce.com, Leadership, Retirement, Insurance, Investments, Sales, Financial Planning, Financial Services, Finance, Wealth Management, Long-term Care, Securities, Financial Advisory, Disability Insurance, Relationship Management, Employee Benefits, Management, Microsoft Excel

Education
The American College   1989 — 1992
LUTCF, Life, Disability, & Business Insurance

University of Nebraska-Lincoln   1976 — 1979
Broadcast Journalism, Advertising & Broadcast Journalism

Herbert Ritsch Herbert Ritsch Austria area Details
Herbert Ritsch's Pioneer Investments Experience July 2008 - August 2013
Job Institutional Clients Advisor bei Bank Gutmann AG
Industry Financial Services
Experience
Bank Gutmann  September 2013 - Present
Pioneer Investments   July 2008 - August 2013
Volksbank Gewerbe- und Handelsbank Kärnten AG   September 2006 - March 2008

Skills
Portfolio Management, Investments, Equities, Fixed Income, Asset Management, Banking, Financial Markets, Bloomberg, Financial Analysis, Capital Markets, SRI Analyst, Nachhaltigkeit, ESG Research, Derivate, Unternehmensführung, Hedgefonds, Unternehmensstrategie, Investmentgesellschaften, Investmentbank, Strategisches Management

Education
Universität Klagenfurt   1991 — 1994
Dissertation, Angewandte Informatik

Wirtschaftsuniversität Wien   1985 — 1990
Magister, Betriebswirtschaft

EFFAS DVFA
EFFAS ESG Analyst

Craig Capretta, AIF Craig Capretta, AIF Greater Minneapolis-St. Paul Area Details
Craig Capretta, AIF's Pioneer Investments Experience January 1999 - January 2003
Job Central Division Sales Manager at Delaware Investments, a member of the Macquarie Group
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group  January 2003 - Present
Pioneer Investments   January 1999 - January 2003
Nationwide Insurance  September 1995 - January 1999

Skills
Series 7, Mutual Funds, FINRA, Asset Allocation, Separately Managed..., Series 63, Retirement Planning, Investments, 401k, Asset Management, Alternative Investments, Investment Strategies, Investment Advisory, Series 65, Investment Management, Asset Managment, Fixed Annuities, Sales Process, Building Relationships, Insurance, ETFs, Series 6, Retirement, Variable Annuities, Securities, Wealth Management, Series 24

Education
The Ohio State University

Alec Rosen, AIF® Alec Rosen, AIF® Greater Boston Area Details
Alec Rosen, AIF®'s Pioneer Investments Experience February 2012 - October 2013
Job AVP, Strategic Relationship Manager / Practice Management Consultant at LPL Financial
Industry Financial Services
Experience
LPL Financial  August 2014 - Present
LPL Financial  October 2013 - August 2014
Pioneer Investments   February 2012 - October 2013
Pioneer Investments   July 2011 - February 2012
Edward Jones  July 2010 - July 2011
Union College  September 2006 - June 2010
State Street Bank  June 2009 - September 2009
State Street Bank  June 2008 - September 2008
Daedalus Capital   June 2007 - September 2007

Skills
Finance, Equities, Strategy, Financial Markets, Business Development, Analysis, Market Research, Stocks, Bonds, Mutual Funds, Financial Services, Customer Service, Building Relationships, Series 7, Management, Marketing, Training, Coaching, Social Media Marketing, Relationship Management, Wealth Management, Salesforce.com

Education
Union College   2006 — 2010
Bachelor of Science (BS), Psychology

John Burroughs School

Amy Januskis Amy Januskis Boston, Massachusetts Details
Amy Januskis's Pioneer Investments Experience November 2008 - May 2013
Job Business Systems Analyst Consultant at BNY Mellon
Industry Financial Services
Experience
BNY Mellon  December 2014 - July 2015
Januskis Consulting, LLC   May 2014 - November 2014
Sapient Global Markets  July 2013 - January 2014
Pioneer Investments   November 2008 - May 2013
DST International  December 2007 - October 2008
Staples  May 2007 - November 2007
Atlantic Trust Private Wealth Management  2007 - 2007
Bank of America  January 2006 - October 2006
GMO  November 2005 - December 2005
Morgan Stanley  September 2004 - December 2004

Skills
Essbase, Business Intelligence, Requirements Analysis, Advanced SQL, Derivatives, Business Analysis, Business Requirements, Functional..., SDLC, Eagle PACE, Goldensource, Enterprise Data, Data Integration, Master Data Management, Eagle GIPS Composites,..., Manage Client..., IT Relationship..., Eagle Vendor Relations..., Latent Zero, Swaps, TIBCO Enterprise..., Requirements Gathering, Business Process Design, Data Mapping, XML, ETL, Technical Documentation, Process Flow..., Support Documentation, User Documentation, Operational Streamlining, Operational Risk, Team Management, Knowledge Transfer, SQL Tuning, Stored Procedures, Advanced Excel, Data Quality, Managing Database, Troubleshooting, Security master best of..., Global Position &..., Bond Analytic Reporting, Tidal Enterprise..., HP QualityCenter 11.0, Serena PVCS Version..., Serena Team Track, WebEx, Datastage ETL, Dataflux

Education
CFA Program   2010 — 2010
Chartered Financial Analyst Curriculum

Stonehill College   1994 — 1998
Bachelor of Science, Finance

Instituto Di Lorenzo De Medici, Florence, Italy   1997 — 1997
On Scholarship, International Study Abroad Business Program

Bill Taylor, CIMA, CPWA Bill Taylor, CIMA, CPWA Dallas, Texas Details
Bill Taylor, CIMA, CPWA's Pioneer Investments Experience 2008 - 2011
Job Senior Financial Services Sales Executive
Industry Financial Services
Experience
Pioneer Investments   2008 - 2011
Evergreen Investments  2006 - 2008
MFS Investment Management  1999 - 2006
Alliance Capital Management (Regent)   1991 - 1999
Van Kampen, Morris, Stone   1983 - 1991

Skills
FINRA, Mutual Funds, Series 7, Asset Allocation, Client Service, Asset Management, Series 63, Wealth Management, Equities, Investments, Wholesaling, Retirement Planning, Separately Managed..., CIMA, Managed Accounts, Financial Advisory, Executive Management, Sales Management, Series 24, Asset Managment, Investment Advisory, Investment Management, Portfolio Management, Financial Services, Alternative Investments, Strategic Financial..., Hedge Funds, Securities, Investment Strategies, Fixed Income, Retirement, Wealth Management..., Bonds, 401k, Fixed Annuities, Series 65, Financial Markets, Capital Markets, Client Services, Wholesale, Managing Accounts

Education
The University of Texas at El Paso
BS, Science

Manny Jardim Manny Jardim Boston, Massachusetts Details
Manny Jardim's Pioneer Investments Experience March 2012 - 2012
Job Retirement consultant at Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement  February 2015 - Present
Merrill Lynch  February 2013 - February 2015
ING Investment Management  May 2010 - March 2012
Pioneer Investments   March 2012 - 2012
MetLife  September 2008 - May 2010
Digital Federal Credit Union  April 2007 - July 2008

Skills
Mutual Funds, Finance, Internal Audit, Series 7, Financial Services, Loans, Wealth Management, Series 63, Asset Allocation, Asset Management, Equities, Investment Advisory, Investments, Portfolio Management, Retirement Planning, Securities, Investment Strategies

Education
Universidade Católica de Pernambuco   1994 — 1999
Business Administration, Finances, Economics

Jim Interrante, CIA, CISA, CRMA Jim Interrante, CIA, CISA, CRMA Greater Boston Area Details
Jim Interrante, CIA, CISA, CRMA's Pioneer Investments Experience August 1995 - October 2002
Job Senior Compliance Director at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments  June 2010 - Present
John Hancock Investments  June 2007 - June 2010
John Hancock Life Insurance Company (U.S.A.)   February 2006 - June 2007
John Hancock Life Insurance Company (U.S.A.)   August 2004 - February 2006
Boston Financial Data Services  June 2003 - August 2004
Boston Financial Data Services  October 2002 - June 2003
Pioneer Investments   August 1995 - October 2002
Pioneer Investments   August 1993 - August 1995
Pioneer Investments   August 1990 - August 1993
Pioneer Investments   April 1989 - August 1990

Skills
Code of Ethics, Securities Regulation, Compliance Audits, Federal Regulations, Securities Litigation, Class Actions, Compliance, Operational Risk..., Code of Conduct, Risk Management, Mutual Funds, Internal Audit, SEC, Fund Administration, Dodd-Frank, Series 24, General Securities..., Financial Services, Quality Management, Fund Of Funds, Series 7, Auditing, Enterprise Risk..., Derivatives, Risk Assessment, Series 6, Series 63, Investments, Risk Mitigation, SOX, Insurance, Process Improvement, PCAOB standards, 1940 Act, Securities Exchange Act..., Investment Advisers Act, Third Party Vendor..., Vendor Audit, OFAC, Sarbanes-Oxley Act, FATCA

Education
Thomas College
Bachelor of Science, Business Management

Thomas Godovits Thomas Godovits Austria area Details
Thomas Godovits's Pioneer Investments Experience November 2008 - Present
Job Senior Relationship Manager bei Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments   November 2008 - Present
Asset Allocation Alpha Vermögensanlagen Consulting GmbH   July 2007 - October 2008
Asset Allocation Alpha Vermögensanlagen Consulting GmbH   April 2005 - June 2007
Oesterreichische Kontrollbank AG  October 2001 - February 2005

Skills
Mutual Funds, Portfolio Management, Equities, Wealth Management, Fixed Income, Investments, Asset Management, Financial Markets, Derivatives, Banking, Capital Markets, Asset Allocation, Hedge Funds, Alternative..., Finanzdienstleistungen

Education
Technische Universität Wien   1996 — 2000
Mag. rer. soc. oec., Wirtschaftsinformatik, mit Auszeichnung

Fachhochschule der Wirtschaft und des Managementinstitutes der Industrie   2003 — 2003
Certified Diplom, Controlling-Master-Programm

Chartered Alternative Investment Analyst Association (London und Paris)   2006 — 2007
CAIA, Finance, Portfoliotheorie, Asset Management, Alternative Investments

Patrick Hanlon Patrick Hanlon Greater Boston Area Details
Patrick Hanlon's Pioneer Investments Experience June 2012 - Present
Job Internal Advisory Consultant at LPL Financial
Industry Financial Services
Experience
LPL Financial  April 2014 - Present
Pioneer Investments   June 2012 - Present
Pioneer Investments   December 2011 - June 2012
Bleacher Report  November 2009 - March 2010
CONNECT  September 2007 - November 2009
NBC Olympics  August 2008 - September 2008

Skills
Sales, Producing, Microsoft Office, Time Management, Sales Operations, Research, Insurance, Investments, Marketing, Mutual Funds, Series 7, Alternative Investments, Financial Services, Securities

Education
Syracuse University   2005 — 2009

Diana Notartomaso Diana Notartomaso United States Details
Diana Notartomaso's Pioneer Investments Experience September 2005 - September 2006
Job Senior Analyst Strategy and Analysis at DigitasLBi_US
Industry Retail
Experience
DigitasLBi_US  August 2014 - Present
J. Jill Group  October 2010 - August 2014
Brown Brothers Harriman  August 2008 - October 2010
Brown Brothers Harriman  September 2006 - August 2008
Pioneer Investments   September 2005 - September 2006

Skills
Analysis, Budgets, Management, Forecasting, Finance, Marketing, Financial Reporting, Financial Modeling, Team Leadership, Data Analysis, CRM, Marketing Strategy, Direct Marketing, Leadership, Training

Education
Suffolk University   2006 — 2008
Master of Science, International Economics

Elon University   2002 — 2005
Bachelor of Arts, Economics

Eric Janca Eric Janca Austria area Details
Eric Janca's Pioneer Investments Experience October 2001 - March 2004
Job Portfolio Manager at HCM
Industry Financial Services
Experience
Hypo Capital Management   July 2008 - Present
Raifeisen Holding NOE-W   June 2006 - July 2008
Schwabe, Ley & Greiner GmbH   March 2004 - May 2006
Pioneer Investments   October 2001 - March 2004

Skills
Asset Management, Mutual Funds, Equities, Portfolio Management, Risk Management, Banking, Capital Markets, Derivatives, Financial Markets, Fixed Income, Investment Banking, Finanzmärkte, Risikomanagement, Derivate, Kapitalmärkte, Assetmanagement, Verzinsliche Wertpapiere, Investitionen, Bloomberg, Corporate Finance

Education
Vienna University of Economics and Business Administration   1991 — 2000
Master of Business Administration (MBA)

University of Alberta   1998 — 1999

Joseph Simon, CIMA® Joseph Simon, CIMA® Greater Philadelphia Area Details
Joseph Simon, CIMA®'s Pioneer Investments Experience August 2015 - Present
Job Senior Vice President at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments   August 2015 - Present
Pioneer Investments   August 1999 - August 2015

Skills
Mutual Funds, Separately Managed...

Education
Stonehill College   1993 — 1997
Bachelors of Science, Marketing

Steven Flewelling Steven Flewelling Greater Seattle Area Details
Steven Flewelling's Pioneer Investments Experience 2005 - February 2012
Job Vice President, ASG Wirehouse Sales at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman  February 2012 - Present
Pioneer Investments   2005 - February 2012
Pfizer  1997 - 2005
Morgan Stanley Smith Barney  1992 - 1994

Education
United States Air Force Academy

Irina DiMaio Irina DiMaio Greater New York City Area Details
Irina DiMaio's Pioneer Investments Experience March 2005 - October 2005
Job Director, National Accounts
Industry Financial Services
Experience
Legg Mason  May 2008 - Present
Legg Mason  October 2005 - April 2008
Legg Mason  October 2005 - August 2006
Pioneer Investments   March 2005 - October 2005
Pioneer Investments   2003 - 2005

Skills
Asset Allocation, Alternative Investments, Series 7, Investments, Mutual Funds, Series 63, Asset Management, Securities, Finance, Investment Advisory, Equities, Financial Services, Fixed Income

Education
Tufts University   1996 — 2000
BS, Electrical Engineering

Matignon High School   1992 — 1996
Liberal Arts

Robert Duggan Robert Duggan Boston, Massachusetts Details
Robert Duggan's Pioneer Investments Experience October 1986 - July 1992
Job Independent Consultant at Willis North America
Industry Insurance
Experience
Willis  September 2015 - Present
Standards Based Consulting LLC   October 2010 - Present
HCL Technologies  August 2011 - September 2015
BME Gateway  January 2009 - September 2010
CGI-USA   August 2007 - December 2008
Safety Insurance  May 2003 - July 2007
Safety Insurance  May 2002 - May 2003
Safety Insurance  August 1992 - May 2002
Pioneer Investments   October 1986 - July 1992

Skills
Program Management, Program Development, Project Portfolio..., SDLC, Vendor Management, Business Analysis, Process Improvement, Business Intelligence, Integration, Project Management, Management Consulting, Strategy, Business Process, Strategic Planning, Management, Budgets, Policy, Insurance, Team Building, Business Process..., Claim, Agile Project Management, Property, Workers Compensation, PMO, Scrum, Leadership, Outsourcing, IT Management, Operations Management, CRM, Product Management, Enterprise Architecture, Risk Management, Business Process..., Enterprise Software, Analysis, Procurement, Marketing, Consulting, Executive Management, IT Strategy, Software Development, Contract Negotiation, Telecommunications, Software Project...

Education
Suffolk University - Sawyer Business School   1991 — 1994
Masters of Business Administration, Finance

Westfield State University   1980 — 1985
BA, Economics

Brian Halamar Brian Halamar Greater Boston Area Details
Brian Halamar's Pioneer Investments Experience February 2011 - April 2014
Job Villanova Graduate School of Business
Industry Investment Management
Experience
Pioneer Investments   February 2011 - April 2014
State Street  March 2009 - January 2011

Skills
Securities, Equities, Finance, Bloomberg, Microsoft Excel, Economics, Derivatives, Investments, Portfolio Management, Trading, Asset Management, Mutual Funds, Fixed Income, Banking, Accounting

Education
Villanova University   2014 — 2015
Masters of Science in Finance (MSF)

Suffolk University   2004 — 2008
BA, Econimics

Jeffrey Muscatello Jeffrey Muscatello New York, New York Details
Jeffrey Muscatello's Pioneer Investments Experience June 2010 - September 2011
Job Quantitative Research at Red Ivy Capital
Industry Financial Services
Experience
Red Ivy Capital   September 2013 - Present
Kershner Trading Group  March 2013 - August 2013
SMB Capital  June 2012 - August 2013
T3 Trading Group, LLC  December 2011 - July 2012
UNC Chapel Hill, Kenan-Flagler Business School  December 2011 - December 2011
Pioneer Investments   June 2010 - September 2011
Top Shelf Lacrosse Camps   2005 - 2009
Commonwealth Lacrosse Co  2005 - 2008

Skills
Excel, PowerPoint, Word, Microsoft Office, Series 56, Hedge Funds, Microsoft Word, Financial Analysis, Financial Modeling, Microsoft Excel, Equities, Finance, Business Strategy

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2008 — 2012
BSBA, Business Administration

Università Commerciale 'Luigi Bocconi' / Bocconi University   2011 — 2011
Study Abroad Program, Economics and Finance

The Governor's Academy   2004 — 2008

Bob Flippin Jr. Bob Flippin Jr. Boston, Massachusetts Details
Bob Flippin Jr.'s Pioneer Investments Experience May 2013 - Present
Job Client Service Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management  May 2014 - Present
Pioneer Investments   May 2013 - Present
Nantucket Golf Club  July 2011 - August 2011
Titan Advisors  June 2010 - August 2010
Greenwich Independent Insurance   May 2008 - June 2008

Education
Stonehill College   2008 — 2012
Bachelor of Arts (BA), Communications; Business Administration

Julie Riddler MA, PMP Julie Riddler MA, PMP Baltimore, Maryland Area Details
Julie Riddler MA, PMP's Pioneer Investments Experience November 1997 - March 2000
Job Epic Project Manager at Johns Hopkins HealthCare
Industry Hospital & Health Care
Experience
Johns Hopkins HealthCare  January 2014 - Present
Johns Hopkins Hospital  2012 - January 2014
West Virginia University Hospitals  March 2012 - August 2012
University of Maryland Medical Center  April 2010 - January 2012
University of Wisconsin Hospital and Clinics  October 2004 - February 2010
Experience, Inc.   2000 - 2001
Pioneer Investments   November 1997 - March 2000
SAIC  August 1993 - November 1997

Skills
Change Management, Executive Coaching, Healthcare, Organizational..., Performance Improvement, Epic Project Management, Epic Systems, Workforce Planning, Project Management, Informatics, Healthcare Management, Process Improvement, Training, Healthcare Information..., EMR, Hospitals, EHR, Consulting, Human Resources

Education
The George Washington University   1992 — 1995
MA, Russian East European Studies

University of Wisconsin-Madison   1984 — 1988
BA, German, International Relations

Michael Keary, MBA Michael Keary, MBA Greater Boston Area Details
Michael Keary, MBA's Pioneer Investments Experience June 2011 - Present
Job IT Project Manager at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments   June 2011 - Present
MFS Investment Management  September 2010 - June 2011
Pioneer Investments   2007 - September 2010
Pioneer Investments   February 2004 - May 2007
Boston Financial Data Services  August 1999 - January 2004

Skills
SQL, Requirements Gathering, SDLC, Access, Requirements Analysis, ITIL v3 Foundations..., PeopleSoft Financial

Education
Suffolk University - Sawyer Business School   2003 — 2006
M.B.A., Finance

Suffolk University - Sawyer Business School   1996 — 1999
B.S./B.A., M.I.S.

University of Massachusetts, Amherst   1994 — 1995
Biochemistry

Rich Dailey Rich Dailey Greater Boston Area Details
Rich Dailey's Pioneer Investments Experience 2008 - Present
Job Regional Sales Specialist at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments   2008 - Present
Pioneer Investments   2005 - 2008
Pioneer Investments   2003 - 2005
Pioneer Investments   2003 - 2004
Pioneer Investments   2001 - 2003
Pioneer Investments   1997 - 2001
Pioneer Investments   1994 - 1997
R.G. Dickinson & Co.   1994 - 1994

Skills
Series 7, Mutual Funds, New Business Development, Economics, Financial Markets, Territory Analysis, Separately Managed..., Closed-end Funds, 401k, Highly Analytical, Market Metrics, Variable Annuities, Qualified Retirement..., Income Distribution, Roth IRA, Retirement Planning, Investment Strategies, Portfolio Management, Analysis, Wealth Management, Investments, Analytical Skills, Financial Advisory, Securities, Retirement, Asset Allocation, Sales, Series 63

Education
Syracuse University   1989 — 1993
BA

Rick DiSalvatore Rick DiSalvatore Greater Boston Area Details
Rick DiSalvatore's Pioneer Investments Experience 1989 - 1994
Job Sr Network Engineer / PCI Compliance ISA
Industry Computer Networking
Experience
Gobal Partners LLC   April 2010 - Present
BSCI, Inc.   April 2007 - April 2009
Information Mapping, Inc  September 1999 - April 2007
The Stride Rite Corp   September 1997 - September 1999
New Balance Athletic Shoes  June 1995 - September 1997
Cambridge Associates  May 1994 - June 1995
The Pioneer Group  June 1990 - May 1994
Pioneer Investments   1989 - 1994
Bank of New England  May 1987 - December 1989
US Air Froce  June 1976 - August 1980

Education
Suffolk University - Sawyer Business School   1981 — 1985
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

New Horizons
CCNA, Certified Cisco Network Admin

Richard Sardelli Richard Sardelli Greater Boston Area Details
Richard Sardelli's Pioneer Investments Experience President Fidelity Ad AgencyFidelity InvestmentsDecember 1995 - September 2001
Job SVP Marketing Communications at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments   President Fidelity Ad AgencyFidelity InvestmentsDecember 1995 - September 2001

Education
University of Bridgeport
Bus.Admin., Marketing, Advertising

Jasmany Naranjo, CRPC® Jasmany Naranjo, CRPC® Greater Boston Area Details
Jasmany Naranjo, CRPC®'s Pioneer Investments Experience August 2010 - April 2012
Job Internal Wholesaler (401k) at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services  August 2013 - Present
Paychex  July 2014 - December 2014
John Hancock Financial Services  April 2013 - August 2013
John Hancock Financial Services  April 2012 - March 2013
Pioneer Investments   August 2010 - April 2012
Walker Associates  May 2008 - May 2010

Skills
Series 63, Spanish, Lotus Notes, Sales, Market Research, Outlook Express, Investments, Financial Services, 401k, Retirement, Relationship Management, Retirement Planning, Strategic Financial..., Series 7, Leadership, Series 6, Asset Management, Mutual Funds

Education
Suffolk University - Sawyer School of Management   2008 — 2010
2010B.S, Business Administration and Management, 3.84

Kevin M. Keefe, CFA Kevin M. Keefe, CFA San Diego, California Details
Kevin M. Keefe, CFA's Pioneer Investments Experience February 1987 - August 1990
Job President and CEO, First Allied Securities, Inc.
Industry Financial Services
Experience
First Allied Securities, Inc.   May 2014 - Present
AIG Advisor Group  November 2010 - March 2014
FUSE Research Network  March 2009 - November 2010
LPL Financial  July 2004 - March 2009
BISYS  January 2003 - June 2004
Financial Research Corporation (FRC), a BISYS Company   October 2000 - January 2003
Mutualfunds.com   2000 - 2000
Fidelity Investments  1998 - 2000
New England Financial  June 1993 - June 1998
Pioneer Investments   February 1987 - August 1990

Skills
Wealth Management, Investments, Mutual Funds, Asset Managment, ETFs, Investment Advisory, Portfolio Management, Retirement Planning, Business Planning, Equities, Asset Management, Leadership, Strategy, Retirement, Strategic Financial..., Investment Strategies, CRM, Securities, Due Diligence, Wealth Management..., Relationship Management, Alternative Investments, Business Development, Series 63, Financial Advisory, Financial Services, Asset Allocation, Series 7, Financial Risk, Finance, Investment Management, Hedge Funds, Fixed Income, Series 24, Wealth, FINRA, Series 65, Uniform Combined State..., Bonds, Financial Markets, 401k, Separately Managed..., Financial Planning

Education
Suffolk University - Sawyer Business School

Brenda Harris Brenda Harris United States Details
Brenda Harris's Pioneer Investments Experience June 2002 - March 2005
Job Regional Vice President at Forethought Financial Group, Inc.
Industry Insurance
Experience
Forethought Financial Group, Inc.   June 2014 - Present
Lincoln Financial Group  April 2005 - June 2014
Pioneer Investments   June 2002 - March 2005
Conseco Mutual Funds   August 1998 - June 2002
UBS  February 1997 - July 1998
Xerox  January 1986 - January 1997

Skills
Sales, Selling, Mutual Funds, Strategy, Finance, Leadership, Marketing Strategy, Investments, Series 6, Series 63, Variable Annuities, New Business Development, Marketing, Competitive Analysis, Financial Advisory, Executive Management, Fixed Annuities, Series 7, Series 65, 401k, Asset Allocation, Series 24, FINRA, Retirement, Retirement Planning, IRAs

Education
Texas State University-San Marcos   1981 — 1985
Marketing, Marketing

Andrew Sabola Andrew Sabola Austin, Texas Details
Andrew Sabola's Pioneer Investments Experience 2000 - 2004
Job Owner at Gelateria Gemelli
Industry Food & Beverages
Experience
Gelateria Gemelli   March 2015 - Present
Manulife Asset Management  May 2011 - February 2015
FundQuest  October 2004 - April 2011
Pioneer Investments   2000 - 2004

Skills
Series 63, Series 7, Separately Managed..., Mutual Funds, Asset Allocation, Asset Management, Alternative Investments, Wealth Management, Securities, Frozen Desserts, Investment Advisory, ETFs, Investment Strategies, Retirement Planning, Investment Management, Investments, Entrepreneurship, Alcoholic Beverages, Fine Dining

Education
Suffolk University - Sawyer Business School   2007 — 2008
MBA

University of Massachusetts Boston   1999 — 2003

Northfield Mount Hermon   1997 — 1999

Daniel MacKinnon Daniel MacKinnon Boston, Massachusetts Details
Daniel MacKinnon's Pioneer Investments Experience November 2007 - March 2009
Job Corporate Sales Executive at GrubHub Inc.
Industry Internet
Experience
GrubHub Inc.  September 2014 - Present
CareCloud  January 2012 - September 2014
athenahealth  May 2010 - January 2012
athenahealth  March 2009 - May 2010
Pioneer Investments   November 2007 - March 2009
Pioneer Investments   January 2007 - November 2007

Skills
EMR, EHR, Practice Management, Cloud Computing, Medical Billing, Sales, Revenue Cycle Management, SaaS, Physicians, Hospitals, Solution Selling, Selling, Management, Business Development, Salesforce.com, Strategic Planning, Healthcare Information..., Process Improvement, Healthcare, Sales Operations, Account Management, Team Building, Training, Health Information..., Healthcare Consulting

Education
Suffolk University   2005 — 2007
MA, Integrated Marketing

University of Massachusetts, Amherst   2001 — 2005
BA, Communication

Jon-Luc Dupuy Jon-Luc Dupuy Greater Boston Area Details
Jon-Luc Dupuy's Pioneer Investments Experience 2003 - 2005
Job Counsel at K&L Gates
Industry Law Practice
Experience
K&L Gates  2015 - Present
State Street  2010 - 2015
Thomson Reuters  2010 - 2010
Commonwealth Annuity and Life Insurance Company, a Goldman Sachs Company   2006 - 2009
Investors Bank & Trust (now part of State Street Corporation)   2005 - 2006
Pioneer Investments   2003 - 2005
Manulife Financial  2000 - 2003
Manulife Financial  1995 - 2000

Skills
Investment Management, Mutual Funds, Investment Company Act, Investment Advisers Act, Corporate Governance, Board Governance, Compliance, M&A experience, Business Development, Product Development, Operations Management, Insurance Law, Variable Annuities, Variable Life, Broker-Dealer, Legal Research, Insurance, Contract Negotiation

Education
Suffolk University - Sawyer School of Management   2006 — 2010
MBA

Suffolk University Law School   1996 — 2000
JD

Stonehill College   1991 — 1995
BA

Cardinal Spellman High school   1987 — 1991

Rachel Kirchner Rachel Kirchner Boston, Massachusetts Details
Rachel Kirchner's Pioneer Investments Experience July 2014 - July 2015
Job FIU/AML Analyst at Santander Bank, N.A.
Industry Banking
Experience
Santander Bank, N.A.   July 2015 - Present
Pioneer Investments   July 2014 - July 2015
Syracuse University Department of Public Safety  October 2013 - May 2014
Syracuse University Recreation Services  January 2012 - May 2014
Signal Ridge Capital Partners   May 2013 - August 2013
PW Global Advisors   May 2012 - August 2012

Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Media Relations

Education
Syracuse University   2010 — 2014
Bachelor of Science (B.S.), Economics

Malden High School   2006 — 2010

Elke Urban Elke Urban Durham, North Carolina Details
Elke Urban's Pioneer Investments Experience 1997 - 2000
Job EVP, Chief Market Advisory Officer at Amundi Smith Breeden
Industry Financial Services
Experience
Amundi Smith Breeden  December 2014 - Present
Amundi Smith Breeden  September 2014 - December 2014
MFS Investment Management  August 2008 - August 2014
Putnam Investments  January 2001 - August 2008
Pioneer Investments   1997 - 2000

Skills
Financial Advisory, Marketing, Strategy, Marketing Strategy, Marketing Communications, Integrated Marketing

Education
Johann Wolfgang Goethe-Universität Frankfurt am Main   1983 — 1985
MA, Linguistics

JWG University Frankfurt am Main   1980 — 1983
BA, Modern Languages, Psychology

David Ferullo David Ferullo Boston, Massachusetts Details
David Ferullo's Pioneer Investments Experience January 2010 - June 2012
Job Senior Operations Analyst at Robeco
Industry Financial Services
Experience
Robeco  June 2012 - Present
Pioneer Investments   January 2010 - June 2012
PanAgora Asset Mgt   July 2007 - April 2009
Investors Bank & Trust  June 2005 - July 2007
Eastern Bank  June 2002 - June 2005

Skills
Bloomberg, Mutual Funds

Education
Suffolk University   2001 — 2005
Bachelor, Business Management

Christine Lindquist Christine Lindquist Boston, Massachusetts Details
Christine Lindquist's Pioneer Investments Experience July 2014 - October 2014
Job Client Service Consultant 2 at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  June 2015 - Present
Wells Fargo  October 2014 - June 2015
Pioneer Investments   July 2014 - October 2014
Pioneer Investments   October 2013 - July 2014
Cerulli Associates  May 2012 - October 2013
Suffolk University  May 2012 - September 2012

Skills
Customer Service, Marketing, Social Media, Direct Mail, Social Media Marketing, Team Leadership, Collaboration, Highly Detailed, Management Consulting, Social Networking, Market Research, PowerPoint, Microsoft Excel, Research, Finance

Education
Suffolk University   2009 — 2013
Bachelor of Business Administration (B.B.A.), Global Business and Entrepreneurship

Lisa Ruggiero Lisa Ruggiero Boston, Massachusetts Details
Lisa Ruggiero's Pioneer Investments Experience October 2014 - Present
Job Legal Intern at Pioneer Investments
Industry Law Practice
Experience
Pioneer Investments   October 2014 - Present
Ruberto, Israel & Weiner, P.C.   June 2014 - August 2014
Cartera Commerce, Inc  January 2014 - May 2014
Suffolk University Law Library   June 2013 - January 2014
Quincy District Court  June 2013 - August 2013
McBrayer McGinnis Leslie and Kirkland  July 2011 - July 2012
Stephen Lawrence   January 2010 - July 2011

Education
Suffolk University Law School   2012 — 2015
Juris Doctor (J.D.)

University of Kentucky   2008 — 2012
Bachelor of Arts (B.A.)

Suffolk University Law School

Peter Ivancsits Peter Ivancsits Austria area Details
Peter Ivancsits's Pioneer Investments Experience December 2013 - Present
Job Legal & Compliance bei Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments Austria GmbH   December 2013 - Present
Pioneer Investments   December 2013 - Present
PwC Consulting  September 2011 - November 2013
Spängler IQAM Invest   September 2005 - August 2011

Skills
Alternative Investments, UCITS, Investment Banking, Securities Regulation, AIFMD, MiFID II, ISDA Agreements

Education
Universität Salzburg / University of Salzburg   2001 — 2005
Magister, Recht

Ned Byrd Ned Byrd Boston, Massachusetts Details
Ned Byrd's Pioneer Investments Experience November 2013 - Present
Job Product Specialist at Pioneer Investments
Industry Investment Management
Experience
Pioneer Investments   November 2013 - Present
Burkenroads Reports   January 2013 - May 2013
Hartford HealthCare  May 2012 - August 2012
Atlas Test Prep  September 2011 - April 2012
Morgan Stanley Smith Barney  May 2011 - August 2011
Bernier for Congress   May 2010 - August 2010
Bradley, Foster & Sargent, Inc.   May 2009 - January 2010

Skills
Microsoft Excel, Photoshop, Axys, Bloomberg, Research, Valuation, Financial Analysis, PowerPoint, Data Analysis, Microsoft Word, Microsoft Office, Economics, Statistics, Investments, Access, Financial Modeling, Finance

Education
Tulane University - A.B. Freeman School of Business   2009 — 2013
Bachelor of Science (BS), Finance, Alumni

Universidad Pontificia Comillas   2012 — 2012
Finance

Damain Allen Damain Allen Greater Boston Area Details
Damain Allen's Pioneer Investments Experience September 2012 - Present
Job Corporate Purchasing Manager at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments   September 2012 - Present
State Street  November 2008 - October 2012
Patni Computer Systems  November 2006 - November 2008
Abacus Technology Corp   2002 - 2006
Abacus Technology  2000 - 2002

Skills
Contract Negotiation, Contract Management, Contract Review, Procurement, Vendor Management, Sourcing, Strategic Sourcing, RFP, Negotiation, Purchasing, Process Improvement, E-procurement, Project Management, Cross-functional Team..., Management, Leadership, Supply Chain Management, Business Development

Education
Tufts University   1996 — 2000
Bachelor of Arts

Winchester High School

Michael Malaquias/NYLB Michael Malaquias/NYLB Greater Boston Area Details
Michael Malaquias/NYLB's Pioneer Investments Experience June 1993 - June 2000
Job
Industry Information Technology and Services
Experience
New York Life Investment Management  June 2000 - Present
Pioneer Investments   June 1993 - June 2000

Skills
Business Analysis, Integration, Process Improvement, Business Intelligence, .NET, ASP.NET, Management, Strategic Planning, Program Management, C#, Databases, Requirements Analysis, Visio, SharePoint, Keynote, FoxPro, Nuance, VXML, Quality Center, StarTeam, Financial Services, SDLC, Leadership, Mutual Funds, Microsoft SQL Server

Education
Suffolk University - Sawyer School of Management   1994 — 1999
MBA, Management Information Systems

Villanova University   1987 — 1991
BA, Economics

Tania Brady Tania Brady Greater Boston Area Details
Tania Brady's Pioneer Investments Experience August 2010 - Present
Job Manager, HRIS & Administration at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments   August 2010 - Present
Pioneer Investments   October 2005 - August 2010
Pioneer Investments   October 2002 - October 2005
Pioneer Investments   October 2000 - October 2002
Pioneer Investments   August 2000 - October 2000

Skills
Excel, Access, SuccessFactors, Ultimate Software Suite, Cornerstone, Halogen, ADP HR Perspective, Enterprise eTime, Cognos, Human Resources, Training, HRIS, Personnel Management, Microsoft Excel, Business Process..., Talent Management

Education
State University of New York College at Brockport   1991 — 1996
BA

Eric Glenn Eric Glenn Colleyville, Texas Details
Eric Glenn's Pioneer Investments Experience June 2014 - August 2014
Job Equity Research Summer Analyst at Tudor, Pickering, Holt & Co.
Industry Investment Management
Experience
Tudor, Pickering, Holt & Co.   June 2015 - Present
Pioneer Investments   June 2014 - August 2014
United Supermarkets, LLC  June 2011 - August 2013

Skills
Bloomberg Terminal, Microsoft Excel, Financial Analysis, Microsoft Word, Microsoft Office, Customer Service, Research, Finance, Teamwork, Time Management, Leadership, Public Speaking, Data Analysis, Analysis

Education
The University of Texas at Austin - Red McCombs School of Business   2012 — 2016
Finance

AnnMarie Zilinsky AnnMarie Zilinsky Boston, Massachusetts Details
AnnMarie Zilinsky's Pioneer Investments Experience August 2010 - December 2010
Job Lottery Sales Agent and Customer Service Associate at The Hub Discount, Inc.
Industry Consumer Goods
Experience
The Hub Discount, Inc.   October 2014 - Present
Market Basket Grocery Chain   November 2013 - May 2014
State Street Bank & Trust Company  June 2011 - June 2012
Pioneer Investments   August 2010 - December 2010
Fidelity Investments  1994 - 2008
Boston Coach  1992 - 1996
TransWorld Airlines  1990 - 1995
Neiman Marcus  1986 - 1988

Skills
Fixed Income, Visio, SharePoint, Investments, Access, Mutual Funds, Portfolio Management, Process Improvement, Financial Services, Customer Service, Equities, Business Analysis, Financial Analysis, Securities, Research, Sales

Education
New Horizons Boston   2008 — 2010
Computer Science Courses

Suffolk University
BSBA, Business

Anahita Bambaei Anahita Bambaei Monaco area Details
Anahita Bambaei's Pioneer Investments Experience May 2011 - September 2011
Job Accountant at Y.CO
Industry Leisure, Travel & Tourism
Experience
Y.CO  November 2011 - Present
Pioneer Investments   May 2011 - September 2011
Polynova Nissen AB   April 2010 - September 2010

Skills
Corporate enterprise..., Management accounting, Auditing, Business law, Financial accounting, Multinational corporate..., Mergers and Acquisitions, Investment techniques, Risk management, International project..., Value assessment, Taxation law

Education
Stockholm University   2006 — 2010
MSc in Business Administration and Economics, Accounting and Finance

European School of Economics, Milan   2010 — 2011
Msc in International Finance, International Finance

Katie Gentile Katie Gentile Greater Boston Area Details
Katie Gentile's Pioneer Investments Experience January 2007 - May 2007
Job CRM Operations Manager at TripAdvisor
Industry Leisure, Travel & Tourism
Experience
TripAdvisor  May 2015 - Present
TripAdvisor  December 2012 - May 2015
The Bridgespan Group  August 2010 - November 2012
The Bridgespan Group  August 2008 - August 2010
The Bridgespan Group  January 2008 - August 2008
Pioneer Investments   January 2007 - May 2007

Skills
Non-profits, Social Media, HTML, Email Marketing, Social Media Marketing, Social Networking, Dreamweaver, Customer Service, Event Planning, Online Marketing, Strategic Planning, Analysis, Nonprofits, Microsoft Office, Online Advertising, Marketing Strategy, Market Research, Marketing, Direct Marketing, Marketing Communications, Fundraising, Facebook

Education
Suffolk University - Sawyer School of Management   2003 — 2007
BSBA, Marketing

Radiant Yoga School

Glen Goland Glen Goland Portland, Oregon Area Details
Glen Goland's Pioneer Investments Experience April 1999 - November 1999
Job Financial Advisor at Confluence Wealth Management
Industry Law Practice
Experience
Confluence Wealth Management  January 2015 - Present
Samuels Yoelin Kantor LLP  November 2010 - December 2014
Squillace & Associates, P.C.   March 2008 - December 2009
Guardian Investor Services/RS Funds   July 2002 - March 2008
Suffolk University Law School  May 2007 - August 2007
Focusin Music   August 2001 - December 2004
Putnam Investments  May 2000 - June 2002
Citizens Bank  December 1999 - May 2000
Pioneer Investments   April 1999 - November 1999
Fleet Bank  1998 - 1999

Education
Suffolk University Law School   2006 — 2009
JD

University of Massachusetts   1992 — 1996
Bachelor of Arts, Sports Management

Armstrong

Emily Torres-Cullinane Emily Torres-Cullinane Greater Boston Area Details
Emily Torres-Cullinane's Pioneer Investments Experience December 2005 - August 2006
Job Senior Community Engagement Specialist at Metropolitan Area Planning Council
Industry Public Relations and Communications
Experience
Metropolitan Area Planning Council  September 2013 - Present
Metropolitan Area Planning Council  October 2010 - August 2013
US Census Bureau  January 2009 - September 2010
Tufts University  September 2006 - January 2009
Pioneer Investments   December 2005 - August 2006
Pioneer Investments   September 2005 - December 2005
Where Magazine  September 2005 - December 2005

Skills
Bilingual-Spanish, Community Outreach, Spanish, Social Networking, Event Planning, Social Media, Non-profits, Fundraising, Public Relations, Leadership, Microsoft Office, PowerPoint, Community Development

Education
Suffolk University   2002 — 2006
Bachelor of Arts, Public Relations, Spanish Minor

Fontbonne Academy   1998 — 2002

Tufts University

Janette Fein Janette Fein Barnstable/Yarmouth, Massachusetts Area Details
Janette Fein's Pioneer Investments Experience May 2006 - December 2006
Job Senior Graphic Designer at Catalyst, Inc.
Industry Graphic Design
Experience
Catalyst, Inc.   November 2012 - Present
JLFdesign   January 2005 - Present
Pioneer Investments   May 2006 - December 2006
MediaConcepts   February 2003 - October 2005
Infinium Software  1989 - 2003

Skills
Corporate Identity, Adobe Creative Suite, Graphic Design, Brand Implementation, Rebranding, Layout, Production, Logo Design, Brochures, InDesign, Social Media Marketing, Illustration, Corporate Branding, Advertising, Creative Direction, Art Direction, Mac, Marketing Communications, User Experience, Visual Communication, User Interface Design, Email Marketing, Multimedia, Graphics

Education
Syracuse University   1984 — 1988
BFA, Editorial Design

Craig Ebeling Craig Ebeling Chicago, Illinois Details
Craig Ebeling's Pioneer Investments Experience July 2010 - July 2011
Job Account Executive at FactSet
Industry Computer Software
Experience
FactSet  March 2015 - Present
FactSet  October 2014 - March 2015
FactSet Research Systems  February 2013 - October 2014
Pioneer Investments   July 2010 - July 2011
Pioneer Investments   April 2007 - July 2010
Pioneer Investments   June 2006 - April 2007

Skills
Microsoft Office, MFACT, TA2000, AWD, DST 3270, Charles River Data..., FundStation, Bloomberg Terminal, Auditing, Fund Accounting, Factset, Portfolio Management, Equities, Investment Management, Sales

Education
The Ohio State University
Bachelor of Arts, Strategic Communication, Graduated December 2012

Maria Helena Rubio Maria Helena Rubio Greater Boston Area Details
Maria Helena Rubio's Pioneer Investments Experience November 2011 - Present
Job Software Consultant, Business Analyst, QA Director
Industry Computer Software
Experience
Pioneer Investments   November 2011 - Present

Education
Boston University   2012 — 2013
Legal, Medical and Community Interpreting Certificate

Universidad de Los Andes   1989 — 1993
BS Industrial Engineering

Aaron Dunn Aaron Dunn Boston, Massachusetts Details
Aaron Dunn's Pioneer Investments Experience January 2008 - April 2012
Job Senior Equity Analyst at Eaton Vance
Industry Investment Management
Experience
Eaton Vance  May 2012 - Present
Pioneer Investments   January 2008 - April 2012
Invesco AIM  2006 - 2007

Education
The University of Texas at Austin   2004 — 2006

The University of Texas at Austin - Red McCombs School of Business   2004 — 2006
Masters in Business Administration, Finance

University of Arkansas   1994 — 1998
BSBA, Financial Management

Johnny Glasper Johnny Glasper Greater Boston Area Details
Johnny Glasper's Pioneer Investments Experience
Job ETS (Applications Analyst) at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments  

Skills
Integration, Systems Analysis, Cross-functional Team..., Quality Assurance, Access, Troubleshooting, Financial Services, SDLC, Visio, Management, Asset Management, Business Analysis, Requirements Analysis, Databases, Analysis, Requirements Gathering, Security, Business Intelligence, Software Documentation

Education
Tuskegee University   1984 — 1989

Jenn Fristick Jenn Fristick Greater Boston Area Details
Jenn Fristick's Pioneer Investments Experience September 2006 - May 2011
Job Research Assistant at University of Memphis, Center for Research in Educational Policy
Industry Financial Services
Experience
University of Memphis, Center for Research in Educational Policy  November 2010 - Present
Pioneer Investments   September 2006 - May 2011
Bishop Brady High School  August 2003 - June 2006
Delta Airlines  July 2000 - January 2003

Education
The University of Memphis   2011 — 2011
MS, Instruction and Curriculum Leadership

Texas A&M University   1995 — 1999
BA, English

Miguel Segimon Miguel Segimon Boston, Massachusetts Details
Miguel Segimon's Pioneer Investments Experience June 2011 - Present
Job Information Security Manager at Pioneer Investments
Industry Computer & Network Security
Experience
Pioneer Investments   June 2011 - Present
Pioneer Investments   April 2007 - June 2011
MFS Investment Management  2000 - 2007
Welsh Consulting  April 1998 - April 2000

Skills
CISSP, Disaster Recovery, LDAP, Security, Enterprise Architecture, Active Directory, Server Architecture, SDLC, Solaris, Unix, Virtualization, VMware, System Administration, TCP/IP, Architecture, DNS, Servers, Integration, Mac OS X, Mobile Devices, Network Security, Computer Security, Firewalls, Information Security

Education
Tufts University   1993 — 1997
Bachelor of Science, Human Factors Engineering

James Keefe James Keefe Greater Boston Area Details
James Keefe's Pioneer Investments Experience October 2007 - October 2008
Job Material Coordinator / Buyer at Paradigm Precision
Industry Aviation & Aerospace
Experience
Paradigm Precision  March 2012 - Present
Boston Financial Data Services  October 2008 - March 2012
Pioneer Investments   October 2007 - October 2008

Skills
Process Improvement, Customer Service, Business Analysis, Vendor Management, Relationship Management, Purchasing Negotiation, Purchasing Processes, Training, Leadership, Cross-functional Team..., Procurement, Operations Management, Change Management, Microsoft Excel, Program Management, Supply Chain Management, Team Building, Team Leadership

Education
Suffolk University   2003 — 2007
Bachelor of Arts (B.A.), Sociology

Sean Howley Sean Howley San Francisco Bay Area Details
Sean Howley's Pioneer Investments Experience March 1999 - April 2001
Job Partner
Industry Investment Management
Experience
Artisan Partners  March 2007 - Present
Putnam Investments  2001 - 2007
Pioneer Investments   March 1999 - April 2001
Irish Life Investment Managers   July 1995 - March 1999
Bank of Ireland  1985 - 1994

Skills
Alternative Investments, Equities, Hedge Funds, Portfolio Management, Business Development, Investment Management, Asset Management, Asset Allocation, Mutual Funds, Investment Strategies, Investments, Fixed Income, Equity Research, Bloomberg, Capital Markets, Management, Securities

Education
University of California, Berkeley - Walter A. Haas School of Business   1992 — 1994
MBA

University College Dublin   1982 — 1985
BComm

Blackrock College

Matt Krummell Matt Krummell Greater Boston Area Details
Matt Krummell's Pioneer Investments Experience September 1998 - July 2001
Job Portfolio Manager at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management  July 2001 - Present
Pioneer Investments   September 1998 - July 2001
Putnam Investments  September 1996 - September 1998
Mellon Capital Management  March 1991 - August 1994

Education
The University of Chicago Booth School of Business   1994 — 1996
MBA, Finance

University of California, Berkeley   1986 — 1990
BA, Economics

Thomas Hinds, CIMA® Thomas Hinds, CIMA® Greater Denver Area Details
Thomas Hinds, CIMA®'s Pioneer Investments Experience March 2006 - July 2012
Job Vice President, Regional Director at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  August 2012 - Present
Pioneer Investments   March 2006 - July 2012
Merrill Lynch  September 2002 - March 2006
US Army  September 1989 - April 2000

Skills
Separately Managed..., Series 7, Mutual Funds, IRAs, Series 6, Uniform Combined State..., Closed-end Funds, Investment Management, Securities, Bonds

Education
The University of Texas at Austin - The Red McCombs School of Business   2000 — 2002
MBA, Finance Concentration

University of Washington   1983 — 1988
BA, Economics

Geraldine Leahy Geraldine Leahy Greater Boston Area Details
Geraldine Leahy's Pioneer Investments Experience June 2010 - Present
Job Deputy Chief Compliance OfficerAdviser at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments   June 2010 - Present
Pioneer Investment Management Inc   June 2007 - September 2010
Loomis, Sayles & Company   June 2006 - June 2007
Pioneer Investment Management Inc.   May 1998 - June 2006

Skills
Due Diligence

Education
Trinity College, Dublin   1976 — 1980
B.A. Moderatorship (Hons.), Economics and Business Administration

National Regulatory Services (NRS)
NRS Investment Adviser Compliance Program Professional (IACCP) - December 2009

Kevin Rowell Kevin Rowell San Francisco Bay Area Details
Kevin Rowell's Pioneer Investments Experience 2005 - 2007
Job Managing Director
Industry Financial Services
Experience
HighMark Capital Management, MUFG Mitsubishi UFJ   2010 - 2014
Hennessy Funds  2008 - 2010
Pioneer Investments   2005 - 2007
Charles Schwab  April 2004 - October 2005
Safeco Investments   2002 - 2004
Alliance Capital Management  1998 - 2002
Putnam Investments  1987 - 1998

Skills
Alternative Investments, Investments, Mutual Funds, Asset Managment, Leadership, Series 7, Financial Services, Management, Asset Allocation, Finance, Hedge Funds, Equities, Asset Management, Investment Advisory, Wealth Management, Investment Management, Investment Strategies, Fixed Income

Education
Polytechnic of North London, London , England   1981 — 1982
Business and Communication Studies

State University of New York College at Cortland   1978 — 1982
Bachelor's Degree, Communication Studies

Richard Sardelli Richard Sardelli Greater Boston Area Details
Richard Sardelli's Pioneer Investments Experience March 2002 - September 2009
Job President of Richard Louis Advertising
Industry Marketing and Advertising
Experience
Richard Louis Advertising   September 2009 - Present
Pioneer Investments   March 2002 - September 2009
Fidelity Investments  December 1999 - March 2002
Fidelity Investments Advertising Agency   1995 - 2000
Young & Rubicam  1990 - 1995

Education
University of Bridgeport
BS, Marketing, Advertising

University of Bridgeport
Bus.Admin., Marketing, Advertising

Chad Borden CIMA® Chad Borden CIMA® Greater Seattle Area Details
Chad Borden CIMA®'s Pioneer Investments Experience September 1995 - September 1997
Job Sr. Regional Marketing Director at Putnam Investments
Industry Financial Services
Experience
Putnam Investments  March 2003 - Present
Putnam Investments  March 2001 - March 2003
Putnam Investments  September 1997 - March 2001
Pioneer Investments   September 1995 - September 1997

Skills
Series 6, Series 7, Mutual Funds, Series 63, Series 65, Asset Allocation, Alternative Investments, Retirement, FINRA, Wealth Management, Investments, Retirement Planning

Education
Union College   1991 — 1995
BA, History Economics

Duxbury High School   1987 — 1991
NA

Juan Cristian Segui Juan Cristian Segui Miami/Fort Lauderdale Area Details
Juan Cristian Segui's Pioneer Investments Experience October 1999 - March 2005
Job Principal at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust  Senior Vice PresidentFidelity InvestmentsApril 2005 - December 2007
Pioneer Investments   October 1999 - March 2005
Fidelity Investments  July 1998 - October 1999

Education
University of California, Los Angeles
BA, MA

Adam Gutierrez Adam Gutierrez Greater Boston Area Details
Adam Gutierrez's Pioneer Investments Experience August 2014 - Present
Job Client Services Manager at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments   August 2014 - Present
Pioneer Investments   January 2009 - August 2014
Pioneer Investments   May 2007 - January 2009
Pioneer Investments   June 2006 - May 2007

Skills
Mutual Funds, Investments, Financial Services, Portfolio Management, Banking, Securities, Fixed Income, Equities, Finance

Education
The University of New Mexico   1999 — 2003

Kevin P. Klauer II Kevin P. Klauer II Barnstable/Yarmouth, Massachusetts Area Details
Kevin P. Klauer II's Pioneer Investments Experience July 2006 - May 2008
Job Associate Attorney at Ament Law Firm LLC
Industry Law Practice
Experience
Ament Law Firm LLC   July 2012 - Present
Rosales & Rosales LLC   June 2009 - July 2012
Senior Resource Center  November 2008 - April 2009
Pioneer Investments   July 2006 - May 2008

Skills
Estate Planning, Real Estate, Trusts, Legal Research, Real Estate Transactions, Land Use Planning, Zoning, Land Use, Permit Applications, Estate Administration, Real Estate Negotiation, Title Insurance, Wills, Legal Writing, Estate Law, Appeals, Estate Tax Planning, Research, Wealth Management..., Legal Assistance, Corporate Law, Small Business, Wealth, Litigation, Courts, Westlaw, Personal Injury, Probate, Living Wills, Wealth Preservation, Wealth Transfer Planning

Education
Suffolk University Law School   2005 — 2008
J.D., Law

University of New Hampshire   2001 — 2005
B.A., Political Science, Cum Laude

Sandwich High School   1997 — 2001
Diploma, General

Thuan Lam Thuan Lam Greater Boston Area Details
Thuan Lam's Pioneer Investments Experience February 2008 - October 2014
Job Sr. Compliance Analyst
Industry Financial Services
Experience
Manulife Asset Management  October 2014 - Present
Pioneer Investments   February 2008 - October 2014
Bank of America  June 2005 - February 2008
State Street Bank  October 2004 - June 2005
State Street Bank  June 2002 - October 2004

Skills
Mutual Funds, Financial Statements, Bonds, Fund Administration, Securities, Bloomberg, Fixed Income, Equities, Fund Accounting

Education
Suffolk University   1998 — 2003
Bachelor of Science (B.S.), Finance

Linda Bendok Linda Bendok Greater Boston Area Details
Linda Bendok's Pioneer Investments Experience January 2004 - October 2012
Job KYCAML Risk Assessment Officer at SSgA
Industry Financial Services
Experience
State Street Global Advisors  July 2015 - Present
State Street Global Advisors  March 2015 - Present
Pioneer Institutional Asset Management, Inc.   November 2013 - March 2015
Pioneer Institutional Asset Management, Inc.   October 2012 - October 2013
Pioneer Investments   January 2004 - October 2012
Fidelity Investments  1998 - 2001
Testa, Hurwitz & Thibeault, LLP   1995 - 1997

Skills
Mutual Funds, Series 7, Series 63, Relationship Management, Fixed Annuities, Retirement Planning, Retirement, Series 6, Fixed Income, Business Development, Management

Education
Suffolk University   1991 — 1997
MA, Communication / Public Relations

Suffolk University   1985 — 1989
BS, Sociology

Brandon Mckenzie Brandon Mckenzie Greater Boston Area Details
Brandon Mckenzie's Pioneer Investments Experience
Job Business Analyst at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments  

Skills
Mutual Funds, Equities, Finance, Microsoft Office, Financial Services, Research, Customer Service, Marketing, Microsoft Excel, Financial Analysis, Fixed Income, Securities, Strategic Planning

Education
Tufts University   1997 — 2001
BA, Economics

Doug Horn Doug Horn Cincinnati Area Details
Doug Horn's Pioneer Investments Experience June 2002 - August 2002
Job Software Engineer Lead at GE Aviation
Industry Computer Software
Experience
GE Aviation  October 2014 - Present
Dynamic Designs International LLC   May 2009 - October 2014
FedEx Services  June 2004 - March 2009
Fidelity Investments  November 2002 - May 2004
Pioneer Investments   June 2002 - August 2002
SeaChange International  January 2002 - April 2002
PurchaseSoft, Inc   October 2001 - December 2001
Etnus   October 2000 - August 2001
Banta Integrated Media  April 2000 - October 2000
PageNet  September 1999 - April 2000

Skills
Java Enterprise Edition, Java, Web Applications, Weblogic, SQL, Perl, XML, Unix, Software Development, Apache, SOA, Enterprise Architecture, JBoss Application Server, Web Services, Oracle, Database Design, PostgreSQL, Object Oriented Modeling, OOAD, J2EE, Distributed Systems, MySQL, Concurrent Programming, J2EE Architecture, C++ Language, C++, Microservice..., Jetty, Tomcat, Cloud Computing, Hadoop, REST

Education
University of Pittsburgh   1988 — 1990
MSCS, Computer Science

The Ohio State University   1983 — 1988
BSEE, Electrical Engineering

Brian Harrington Brian Harrington Greater Boston Area Details
Brian Harrington's Pioneer Investments Experience June 2015 - Present
Job Senior Financial Analyst at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments   June 2015 - Present
Citizens Bank  August 2014 - June 2015
Liberty Mutual Insurance - Commercial Insurance FP&A   November 2013 - August 2014
Liberty Mutual Insurance - Corporate Real Estate   August 2012 - November 2013
State Street  January 2011 - August 2012
Capitas Financial  December 2009 - December 2010

Skills
Financial Analysis, Financial Modeling, Financial Reporting, Fixed Income, Bloomberg, Essbase, Financial Accounting, Accounting, Corporate Finance, Strategic Financial..., Corporate FP&A, Planning Budgeting &..., Financial Forecasting, Budgets, Hyperion Planning, Capital Budgeting, Cost Benefit, Corporate Real Estate, Oracle Applications, Bonds, Microsoft Excel, VBA, Treasury Operations

Education
Suffolk University - Sawyer Business School   2015 — 2017
Master of Science (M.S.), Finance

Suffolk University - Sawyer Business School
BSBA, Finance

DJ Caristi DJ Caristi Greater Boston Area Details
DJ Caristi's Pioneer Investments Experience December 1999 - November 2005
Job Vice President Head of Business Integration at Wells Fargo Funds Management, LLC
Industry Financial Services
Experience
Wells Fargo Funds Management, LLC  July 2009 - Present
Evergreen Investments  September 2007 - August 2010
Evergreen Investments  November 2005 - September 2007
Pioneer Investments   December 1999 - November 2005
Chase Global Funds Services   1998 - 1999
Putnam Investments  1990 - 1998

Education
Union College   1986 — 1990
BA, Managerial Economics

Marty Wolin Marty Wolin Greater Boston Area Details
Marty Wolin's Pioneer Investments Experience November 2000 - March 2006
Job Chief Compliance Officer at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management  July 2015 - Present
Mercer  March 2006 - June 2015
Pioneer Investments   November 2000 - March 2006

Skills
Compliance, Risk Management, Securities, Corporate Governance, Mutual Funds, Investment Management, Due Diligence

Education
Syracuse University College of Law   1990 — 1993
JD, Law

Tufts University   1985 — 1989
BA, Political Science

Mike McGrane Mike McGrane Phoenix, Arizona Area Details
Mike McGrane's Pioneer Investments Experience July 2000 - March 2004
Job Manager, Account Management at Ullink
Industry Financial Services
Experience
Ullink  September 2014 - Present
NYSE Euronext  November 2009 - August 2014
NYFIX  January 2004 - December 2009
The Macgregor Group  April 2004 - December 2004
Pioneer Investments   July 2000 - March 2004
Putnam Investments  June 1998 - June 2000

Skills
Order Management, Options, Market Data, Strategy, Equities, Electronic Trading, Trading, Vendor Management, Account Management, Management, Trading Systems, Networking, Capital Markets, Bloomberg, Series 7

Education
Suffolk University - Sawyer School of Management   2001 — 2003
MBA, Finance

University of Massachusetts, Amherst   1997 — 2000
Bachelors, Law

Lauren Shienbaum, CIMA® Lauren Shienbaum, CIMA® Washington D.C. Metro Area Details
Lauren Shienbaum, CIMA®'s Pioneer Investments Experience November 2000 - May 2004
Job Regional Director at Goldman Sachs Asset Management
Industry Financial Services
Experience
Goldman Sachs Asset Management  April 2005 - Present
Sapphire Technologies  May 2004 - April 2005
Pioneer Investments   November 2000 - May 2004

Skills
Series 7, Alternative Investments, Asset Allocation, Asset Management, Equities, Fixed Income, Investments, Mutual Funds, Series 63

Education
Tufts University   1996 — 2000
BA, International Relations, Economics

Vaughan O'Neal Vaughan O'Neal Greater Boston Area Details
Vaughan O'Neal's Pioneer Investments Experience January 2014 - Present
Job Compliance Manager at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments   January 2014 - Present
Pioneer Investments   March 2010 - December 2013
Merrill Lynch  May 2008 - February 2010
Pioneer Investments   September 2005 - May 2008
Unicredit  2006 - 2007

Education
Suffolk University - Sawyer Business School
BS, Entrepreneurship

John (Jay) Daly John (Jay) Daly Greater Boston Area Details
John (Jay) Daly's Pioneer Investments Experience
Job Senior Investment Operations Manager at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments  

Education
Suffolk University

Fionn Leahy Fionn Leahy Greater Boston Area Details
Fionn Leahy's Pioneer Investments Experience September 2013 - Present
Job Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments   September 2013 - Present
Integrated Financial Arrangements plc ("Transact")   December 2012 - July 2013
Integrated Financial Arrangements plc ("Transact")   April 2010 - November 2012
Fidelity Investments  January 2009 - April 2010
University College Cork  February 2008 - September 2008

Skills
• Custody Asset..., • Securities / Mutual..., • Accounting Methods, • Stock Reconciliations, • Asset Servicing /..., • Data Analysis, • Investment Appraisal..., • Income Distributions, • Client Services, • Excel/Word/Powerpoint, • Trade Support, • Management Information, Analysis, Economics, Bloomberg, Leadership, Investments, Financial Services, Financial Modeling, Financial Analysis, Finance, Asset Management, Equities, Portfolio Management

Education
The Chartered Institute for Securities & Investment   2012 — 2012
Investment Operations Certificate

University College Cork   2007 — 2008
PG DIP, Business Economics

University College Cork   2003 — 2007
BA, Economics & Mathematics

John Meyer, CFA, CAIA, FRM John Meyer, CFA, CAIA, FRM Boston, Massachusetts Details
John Meyer, CFA, CAIA, FRM's Pioneer Investments Experience February 2011 - July 2012
Job Alternatives & Customized Strategies at Loomis, Sayles & Company
Industry Investment Management
Experience
Loomis, Sayles & Company   July 2012 - Present
Pioneer Investments   February 2011 - July 2012
State Street Global Advisors  June 2007 - February 2011
Institute of Living  May 2005 - September 2005

Education
Trinity College-Hartford
Bachelor of Science

Debra Levine Debra Levine Portland, Maine Area Details
Debra Levine's Pioneer Investments Experience September 1996 - September 2002
Job Pension Consultant and Retirement Plans Marketing
Industry Financial Services
Experience
DAL Pension, LLC   July 2007 - Present
Homewood Benefits   September 2002 - December 2012
Pioneer Investments   September 1996 - September 2002

Skills
Retirement, Retirement Planning, Writing Retirement..., Retirement Plans..., Mutual Funds, Investments, Fixed Annuities, Pensions, Series 63, Defined Benefit, Investment Advisory, Retirement Plan..., ERISA, Asset Allocation, 401k, Series 7, Financial Services, Qualified Retirement...

Education
The American College   1992 — 1996
MSFS, Financial Services

Washington University in St. Louis   1980 — 1983
BSBA, Business Administration and Marketing

Philip O'Halloran Philip O'Halloran Vancouver, Canada Area Details
Philip O'Halloran's Pioneer Investments Experience April 2003 - June 2006
Job Senior Business Analyst at Roynat Lease Finance
Industry Financial Services
Experience
Scotiabank - Roynat Lease Finance   June 2006 - Present
Pioneer Investments   April 2003 - June 2006
Daon  July 2001 - March 2003
Flexicom Ltd.   March 1999 - July 2001
AIB Capital Markets  September 1998 - March 1999
AIB  September 1994 - September 1998

Skills
Business Analysis, Project Management, Strategic Planning, Integration, Software Documentation, Business Intelligence, Analysis, Disaster Recovery, IT Management, Banking, Leadership, Project Planning, Team Management, Training, Finance, Troubleshooting

Education
Institute of Bankers in Ireland   1996 — 1997
Post Graduate, Banking

University College Dublin   1993 — 1994
Higher Diploma in Business Studies, Business Studies

University College Dublin   1989 — 1993
BA, Psychology

Liz Donohue Liz Donohue Greater Boston Area Details
Liz Donohue's Pioneer Investments Experience November 1991 - August 2001
Job Independent Financial Services Professional
Industry Financial Services
Experience
Pioneer Investments   November 1991 - August 2001

Education
Trinity College-Hartford   1987 — 1991
BA, History

Casey Luoma, GRCP™ Casey Luoma, GRCP™ Boston, Massachusetts Details
Casey Luoma, GRCP™'s Pioneer Investments Experience March 2013 - June 2015
Job Assoc. Vendor Risk Manager at Santander Bank, N.A.
Industry Financial Services
Experience
Santander Bank, N.A.   June 2015 - Present
Pioneer Investments   March 2013 - June 2015
Pioneer Investments   June 2011 - March 2013
Pioneer Investments   August 2010 - June 2011
Pioneer Investments   October 2008 - August 2010
Live Nation  2005 - 2007

Skills
Management, Outlook, Data Analysis, Event Planning, Microsoft Excel, Market Research, Marketing, PowerPoint, Email Marketing, Relationship Management, Risk Assessment, Vendor Management, Third Party Vendor..., Public Speaking, Risk Management, Mutual Funds, Financial Services, Microsoft Office, Finance, Customer Service

Education
University at Buffalo   2004 — 2007
B.A. International Studies, Minor Marketing

University of Vermont   2003 — 2004

Janet Ahern Janet Ahern Greater Boston Area Details
Janet Ahern's Pioneer Investments Experience August 2006 - December 2007
Job Director, Quality Management & Training at MetLife
Industry Financial Services
Experience
MetLife  April 2011 - Present
National Grid  March 2009 - July 2010
Pioneer Investments   August 2006 - December 2007
Computershare  July 1999 - December 2005
NStar Company   January 1987 - July 1999
NSTAR COMPANY   January 1987 - July 1999

Skills
Training, Quality Control, Process Improvement, Quality Assurance, Management, Call Centers, Leadership, Project Management, Outsourcing, Customer Satisfaction, Continuous Improvement, Budgets, Service Delivery, Customer Service, Microsoft Excel, Business Process..., Change Management, Business Planning, Coaching, Cross-functional Team..., Performance Management, Quality Management, Business Process, Data Analysis, Product Development, Team Building, Analysis, Strategy, Leadership Development, SDLC, Program Management, Vendor Management, Strategic Planning, Risk Management, Insurance, CRM

Education
Suffolk University   1991 — 1995
MBA, Business

University of Massachusetts
BA

Lourdes Cuenca Lourdes Cuenca Miami/Fort Lauderdale Area Details
Lourdes Cuenca's Pioneer Investments Experience June 2014 - Present
Job Executive Assistant to CEO and President at Azteca America
Industry Medical Devices
Experience
Azteca US  February 2015 - Present
Pioneer Investments   June 2014 - Present
Covidien  February 2008 - March 2014
Citibank  January 2007 - 2008
Charles Schwab  2005 - 2006

Skills
Trilingual, English, French &..., Event Planning, Coordination, Multilingual, Concur, Administrative..., Outlook, Calendars, Office Management, PeopleSoft, Travel Arrangements, Calendaring, Spreadsheets, Visio, Confidentiality, Leadership, Time Management, Cross-functional Team..., Process Improvement, Management, Project Management, Sales, Medical Devices, Budgets, Microsoft Office, Strategic Planning, Strategy

Education
Birmingham University   1987 — 1990
Bcahelor of Arts, Archaelogy and Ancient History

City of London School for girls

University of London
Translation Diploma

Matt Pepdjonovic Matt Pepdjonovic Greater Boston Area Details
Matt Pepdjonovic's Pioneer Investments Experience September 2014 - Present
Job Internal Wholesaler at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments   September 2014 - Present
New York Life Insurance Company  November 2013 - October 2014

Skills
Leadership, Social Media, Public Speaking, Data Analysis, Insurance, Mutual Funds, Securities, Series 7, Research, Investments, Marketing, Sales, ETFs, Portfolio Management, Retirement Planning

Education
Suffolk University - Sawyer School of Management   2009 — 2013
Bachelor of Science in Business Administration, Finance

Boston College High School   2005 — 2009

Danielle Upward Danielle Upward Greater New York City Area Details
Danielle Upward's Pioneer Investments Experience February 2012 - January 2013
Job Institutional and Investment Platform Sales, New York Life Investments
Industry Financial Services
Experience
New York Life Insurance Company  February 2014 - Present
New York Life Insurance Company  March 2013 - February 2014
Pioneer Investments   February 2012 - January 2013
Lord Abbett  November 2010 - February 2012
Louis Capital Markets  May 2010 - August 2010
BNY ConvergEx  February 2009 - May 2010
BNY ConvergEx  July 2007 - February 2009
BNY ConvergEx  July 2006 - July 2007

Skills
Series 7, Securities, Equities, Series 63, Electronic Trading, Bloomberg, Portfolio Management, Mutual Funds, Hedge Funds, Fixed Income, Financial Markets, Equity Trading

Education
Stony Brook University   2002 — 2006
BA, Economics

Allison McNamara Allison McNamara Greater Boston Area Details
Allison McNamara's Pioneer Investments Experience May 1998 - September 2001
Job Chief Compliance Officer at The Professional Alliance, Inc.
Industry Financial Services
Experience
The Professional Alliance, Inc.   February 2014 - Present
John Hancock Funds, LLC  October 2006 - May 2013
Financial Industry Regulatory Authority  September 2001 - October 2006
Pioneer Investments   May 1998 - September 2001

Skills
Mutual Funds, Financial Risk, FINRA, Internal Controls, Procedure Development, Supervision, Internal Audit, External Audit, Policy Analysis, Financial Services, Securities, Investments, Series 7, Equities, AML, Wealth Management, Risk Management, Retirement, Series 6, Series 63, Series 24

Education
Suffolk University   1994 — 1998
Bachelor's degree, Finance, General

Christopher Unis Christopher Unis Greater New York City Area Details
Christopher Unis's Pioneer Investments Experience August 2009 - March 2013
Job Regional Vice President/Wirehouse Division at Invesco
Industry Financial Services
Experience
Invesco  March 2013 - Present
Pioneer Investments   August 2009 - March 2013
Managers Investment Group  October 2003 - August 2009
John A. Levin & Co.   June 2002 - March 2003
Lord Abbett  May 2000 - June 2002

Skills
Series 7, Alternative Investments, Mutual Funds, Retirement Planning, Separately Managed..., Hedge Funds, Asset Management, Investments, Investment Strategies, Asset Allocation, Wealth Management

Education
Trinity College-Hartford   1996 — 2000
B.A., Political Science

Scarsdale High School   1992 — 1996
HS Diploma

Michele Garau Michele Garau Greater Boston Area Details
Michele Garau's Pioneer Investments Experience August 2010 - Present
Job Portfolio Manager at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments   August 2010 - Present
Pioneer Investments Management Ltd Ireland   2003 - Present

Skills
Fixed Income, Asset Management, Portfolio Management, Equities, Bloomberg, Hedge Funds, Financial Markets, Asset Allocation, Derivatives, Investments, Bonds, Mutual Funds

Education
Università degli Studi di Cagliari   1976 — 1980
Bachelor of Applied Science (B.A.Sc.), Economics

Collegio Navale Francesco Morosini, Venezia   1969 — 1972
High School, Maturita' Scientifica

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