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
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
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
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
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
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
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
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
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
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
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
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
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 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Pioneer Investments President Fidelity Ad AgencyFidelity InvestmentsDecember 1995 - September 2001
Education
University of Bridgeport
Bus.Admin., Marketing, Advertising
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Pioneer Investments
Education
Suffolk University
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
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
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
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
Pioneer Investments November 1991 - August 2001
Education
Trinity College-Hartford 1987 — 1991
BA, History
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
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
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
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
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
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
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
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