Pioneer Investments
Industry: Asset management company
DescriptionPioneer Investments is a global investment firm with offices in 28 countries, over 2,000 employees and €223.6 billion in assets under management as of December 31, 2015. Pioneer Investments and its intermediate parent company Pioneer Global Asset Management S.p.A. were wholly owned subsidiaries of UniCredit S.p.A. CEO: Giordano Lombardo (Feb 2015–) Headquarters: Milan, Italy Parent organization: Amundi Founder: Philip L. Carret Founded: 1928, Boston, Massachusetts, United States Subsidiaries: Amundi Ireland Limited,
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Pioneer Investments Employees
Employee
Years
Job
Industry
Erica Nelson Erica Nelson's Pioneer Investments Experience February 2011 - April 2011
Job Hospitality Event Sales Professional
Industry Hospitality
Experience
Sonesta Hotels August 2013 - Present
Boston Event Girl February 2011 - Present
Stella & Dot January 2011 - Present
Park Plaza Boston Hotel managed by Highgate Hotels September 2011 - August 2013
Coco Key Hotel & CoCo Key Water Resort 2011 - September 2011
Pioneer Investments February 2011 - April 2011
Aspen Meadows Resort managed by Dolce Hotels & Resorts February 2008 - December 2010
Timberline Condominiums October 2007 - February 2008
St Regis Resort Aspen - Starwood Hotels & Resorts Worldwide, Inc. June 2006 - October 2007
St Regis Resort Aspen - Starwood Hotels & Resorts Worldwide, Inc. December 2005 - June 2006
Skills
Hospitality, Hotels, Event Management, Hospitality Industry, Event Planning, Hotel Management, Hospitality Management, Catering, Marketing Strategy, Marketing, Sales, Delphi, Resorts, Social Media Marketing, Microsoft Excel, Email Marketing, Tourism, Meeting Planning, Web Design, Microsoft Word, InDesign, Photoshop, Illustrator, Opera, Newmarket Sales..., PowerPoint, Web Development, Corporate Events, Dispute Resolution, Creative Writing, Fidelio, HTML, Direct Marketing, Marketing Communications, Social Media, Property Management..., Convention Services, Online Marketing, Salesforce.com, Revenue Analysis, Guest Service Management, Customer Service, Social Networking, Wedding Planning, Advertising, Parties, Sales Management, Concierge Services, Business Travel, Certified Lanyon...
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2000 — 2004
Bachelor of Science, Hospitality Management
Pinkerton Academy 1996 — 2000
Sonesta Hotels August 2013 - Present
Boston Event Girl February 2011 - Present
Stella & Dot January 2011 - Present
Park Plaza Boston Hotel managed by Highgate Hotels September 2011 - August 2013
Coco Key Hotel & CoCo Key Water Resort 2011 - September 2011
Pioneer Investments February 2011 - April 2011
Aspen Meadows Resort managed by Dolce Hotels & Resorts February 2008 - December 2010
Timberline Condominiums October 2007 - February 2008
St Regis Resort Aspen - Starwood Hotels & Resorts Worldwide, Inc. June 2006 - October 2007
St Regis Resort Aspen - Starwood Hotels & Resorts Worldwide, Inc. December 2005 - June 2006
Skills
Hospitality, Hotels, Event Management, Hospitality Industry, Event Planning, Hotel Management, Hospitality Management, Catering, Marketing Strategy, Marketing, Sales, Delphi, Resorts, Social Media Marketing, Microsoft Excel, Email Marketing, Tourism, Meeting Planning, Web Design, Microsoft Word, InDesign, Photoshop, Illustrator, Opera, Newmarket Sales..., PowerPoint, Web Development, Corporate Events, Dispute Resolution, Creative Writing, Fidelio, HTML, Direct Marketing, Marketing Communications, Social Media, Property Management..., Convention Services, Online Marketing, Salesforce.com, Revenue Analysis, Guest Service Management, Customer Service, Social Networking, Wedding Planning, Advertising, Parties, Sales Management, Concierge Services, Business Travel, Certified Lanyon...
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2000 — 2004
Bachelor of Science, Hospitality Management
Pinkerton Academy 1996 — 2000
Brendan Wiebold Brendan Wiebold's Pioneer Investments Experience January 2015 - Present
Job Financial Data Analyst at Pioneer Investments
Industry Marketing and Advertising
Experience
Pioneer Investments January 2015 - Present
State Street July 2013 - January 2015
Apex Systems November 2012 - June 2013
REI April 2012 - November 2012
REI July 2009 - November 2012
Recover Records April 2011 - September 2011
PBG Wireless January 2005 - January 2007
Skills
Customer Satisfaction, Customer Acquisition, Microsoft Office, Viral Marketing, Personal Development, Personal Training, Social Media Marketing, Leadership, Team Building, Teamwork, Business Strategy, Networking, Customer Service, Technical Recruiting, Requirements Analysis, Internet Recruiting, Staffing Services, Contract Negotiation, Contract Recruitment, Screening, Screening Resumes, Permanent Placement, Human Resources, Social Networking, Applicant Tracking..., Account Management, Entrepreneurship, Hiring, Information Technology, Management, Sales
Education
University of Massachusetts at Lowell
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Pioneer Investments January 2015 - Present
State Street July 2013 - January 2015
Apex Systems November 2012 - June 2013
REI April 2012 - November 2012
REI July 2009 - November 2012
Recover Records April 2011 - September 2011
PBG Wireless January 2005 - January 2007
Skills
Customer Satisfaction, Customer Acquisition, Microsoft Office, Viral Marketing, Personal Development, Personal Training, Social Media Marketing, Leadership, Team Building, Teamwork, Business Strategy, Networking, Customer Service, Technical Recruiting, Requirements Analysis, Internet Recruiting, Staffing Services, Contract Negotiation, Contract Recruitment, Screening, Screening Resumes, Permanent Placement, Human Resources, Social Networking, Applicant Tracking..., Account Management, Entrepreneurship, Hiring, Information Technology, Management, Sales
Education
University of Massachusetts at Lowell
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Aditi Durga Aditi Durga's Pioneer Investments Experience 2014 - 2014
Job Business Operations Assistant 2 at Ministry of The People and Social Development, Trinidad and Tobago
Industry Nonprofit Organization Management
Experience
Ministry of The People and Social Development, Trinidad and Tobago January 2014 - Present
Hollister Staffing July 2014 - July 2014
Hollister Staffing June 2014 - June 2014
Children International May 2014 - June 2014
University of Massachusetts Amherst September 2012 - May 2014
Hotel Umass April 2011 - April 2014
Pioneer Investments 2014 - 2014
Ministry of Community Development May 2012 - August 2012
University of Massachusetts Amherst May 2011 - August 2011
Education
University of Massachusetts, Amherst 2010 — 2014
Bachelor of Arts (B.A.), Anthropology
Ministry of The People and Social Development, Trinidad and Tobago January 2014 - Present
Hollister Staffing July 2014 - July 2014
Hollister Staffing June 2014 - June 2014
Children International May 2014 - June 2014
University of Massachusetts Amherst September 2012 - May 2014
Hotel Umass April 2011 - April 2014
Pioneer Investments 2014 - 2014
Ministry of Community Development May 2012 - August 2012
University of Massachusetts Amherst May 2011 - August 2011
Education
University of Massachusetts, Amherst 2010 — 2014
Bachelor of Arts (B.A.), Anthropology
Geoffrey Jarocki's Pioneer Investments Experience January 2004 - June 2014
Job Regional Vice President at ICON Advisers
Industry Financial Services
Experience
ICON Advisers July 2014 - Present
Pioneer Investments January 2004 - June 2014
Pioneer Investments 2000 - January 2004
Pioneer Investments 1999 - 2000
Pioneer Investments August 1998 - August 1999
Skills
Sales, Customer Service, Customer Retention, Series 65, Variable Annuities, Separately Managed..., Meeting Scheduling, Territory Development
Education
University of Maine 1993 — 1998
Bachelor of Business Administration (BBA), Marketing
ICON Advisers July 2014 - Present
Pioneer Investments January 2004 - June 2014
Pioneer Investments 2000 - January 2004
Pioneer Investments 1999 - 2000
Pioneer Investments August 1998 - August 1999
Skills
Sales, Customer Service, Customer Retention, Series 65, Variable Annuities, Separately Managed..., Meeting Scheduling, Territory Development
Education
University of Maine 1993 — 1998
Bachelor of Business Administration (BBA), Marketing
Skyler Steinke's Pioneer Investments Experience January 2001 - October 2004
Job Associate Vice President, Business Development www.thegeminicompanies.com
Industry Financial Services
Experience
The Gemini Companies January 2011 - Present
First National Bank of Omaha August 2010 - December 2010
Gemini Fund Services October 2004 - August 2010
Pioneer Investments January 2001 - October 2004
TD Ameritrade January 2000 - January 2001
Skills
Mutual Funds, Hedge Funds, Alternative Investments, Fund Administration, SEO, Social Media Marketing, New Business Development, Fund Of Funds, Investments, Online Marketing, Lead Generation, Sales, Portfolio Management, ETFs, Affiliate Marketing, Leadership, Financial Services, Hedge Accounting, Managed Futures, Fund Services, Transfer Agency, Local Advertising, Fund Accounting, Closed-end Funds, LinkedIn, Investment Management, Investment Advisory, Financial Advisory, Fund Formation, Options, Securities, Retirement Planning, Asset Management, Equities, Bonds, Asset Allocation, Derivatives
Education
University of Nebraska at Omaha 1997 — 1999
The Gemini Companies January 2011 - Present
First National Bank of Omaha August 2010 - December 2010
Gemini Fund Services October 2004 - August 2010
Pioneer Investments January 2001 - October 2004
TD Ameritrade January 2000 - January 2001
Skills
Mutual Funds, Hedge Funds, Alternative Investments, Fund Administration, SEO, Social Media Marketing, New Business Development, Fund Of Funds, Investments, Online Marketing, Lead Generation, Sales, Portfolio Management, ETFs, Affiliate Marketing, Leadership, Financial Services, Hedge Accounting, Managed Futures, Fund Services, Transfer Agency, Local Advertising, Fund Accounting, Closed-end Funds, LinkedIn, Investment Management, Investment Advisory, Financial Advisory, Fund Formation, Options, Securities, Retirement Planning, Asset Management, Equities, Bonds, Asset Allocation, Derivatives
Education
University of Nebraska at Omaha 1997 — 1999
Robert Merrell's Pioneer Investments Experience April 2012 - Present
Job Senior Vice President at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments April 2012 - Present
Sunlife Financial January 2010 - January 2012
John Hancock Distributors July 2005 - January 2010
Skills
Investments, Public Speaking, Business Planning, Series 63, Series 7, Mutual Funds, FINRA Registered..., Solution Selling, Marketing Communications, Client Acquisition, Organizational..., Client Relationship..., Product Marketing, Community Service, Strategic Communications, Team Leadership, Conference Speaking, Seminar Speaker, Consultative Selling, Youth Mentoring, Annuities, Fixed Annuities, FINRA, Sales, Selling, Retirement, Wholesale, Series 6, CRM, Series 65, Financial Services
Education
University of Massachusetts, Amherst 1998 — 2002
Bachelor of Science (BS)
Pioneer Investments April 2012 - Present
Sunlife Financial January 2010 - January 2012
John Hancock Distributors July 2005 - January 2010
Skills
Investments, Public Speaking, Business Planning, Series 63, Series 7, Mutual Funds, FINRA Registered..., Solution Selling, Marketing Communications, Client Acquisition, Organizational..., Client Relationship..., Product Marketing, Community Service, Strategic Communications, Team Leadership, Conference Speaking, Seminar Speaker, Consultative Selling, Youth Mentoring, Annuities, Fixed Annuities, FINRA, Sales, Selling, Retirement, Wholesale, Series 6, CRM, Series 65, Financial Services
Education
University of Massachusetts, Amherst 1998 — 2002
Bachelor of Science (BS)
John Malone CIMA John Malone CIMA's Pioneer Investments Experience October 1998 - March 2000
Job Regional Director at Delaware Investments
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group January 2004 - Present
Fred Alger Management March 2000 - January 2004
Pioneer Investments October 1998 - March 2000
Skills
Series 7, Series 63, Mutual Funds, Alternative Investments, Asset Allocation, CIMA, Investment Strategies, Wealth Management, Separately Managed..., Investments, Asset Managment, Portfolio Management, Series 6, Series 65, Retirement Planning, Asset Management, Fixed Income, Equities, 401k
Education
University of Massachusetts, Amherst
BA, Economics
Delaware Investments, a member of the Macquarie Group January 2004 - Present
Fred Alger Management March 2000 - January 2004
Pioneer Investments October 1998 - March 2000
Skills
Series 7, Series 63, Mutual Funds, Alternative Investments, Asset Allocation, CIMA, Investment Strategies, Wealth Management, Separately Managed..., Investments, Asset Managment, Portfolio Management, Series 6, Series 65, Retirement Planning, Asset Management, Fixed Income, Equities, 401k
Education
University of Massachusetts, Amherst
BA, Economics
Megan Thompson's Pioneer Investments Experience July 2015 - Present
Job Business Development Manager at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments July 2015 - Present
Pegasystems January 2014 - July 2015
Pegasystems December 2012 - January 2014
Eaton Vance Distributors, Boston MA October 2007 - December 2012
Eaton Vance July 2006 - October 2007
Skills
Business Development, Wealth Management, Financial Services, Investments, Mutual Funds, Series 63, Series 7, Strategy, Management, Sales, Separately Managed..., Financial Markets, Wholesale, Customer Service, Enterprise Software, Series 6, CRM, Portfolio Management, Microsoft Excel, Business Process..., Sales Operations, Risk Management, Series 65, Series 79, Microsoft Word
Education
University of Connecticut 2002 — 2006
Bachelor of Arts (B.A.), Political Science
University of Connecticut 2002 — 2006
Bachelor of Arts (B.A.), History
University of London 2005 — 2005
Pioneer Investments July 2015 - Present
Pegasystems January 2014 - July 2015
Pegasystems December 2012 - January 2014
Eaton Vance Distributors, Boston MA October 2007 - December 2012
Eaton Vance July 2006 - October 2007
Skills
Business Development, Wealth Management, Financial Services, Investments, Mutual Funds, Series 63, Series 7, Strategy, Management, Sales, Separately Managed..., Financial Markets, Wholesale, Customer Service, Enterprise Software, Series 6, CRM, Portfolio Management, Microsoft Excel, Business Process..., Sales Operations, Risk Management, Series 65, Series 79, Microsoft Word
Education
University of Connecticut 2002 — 2006
Bachelor of Arts (B.A.), Political Science
University of Connecticut 2002 — 2006
Bachelor of Arts (B.A.), History
University of London 2005 — 2005
Abu Coomber's Pioneer Investments Experience January 2004 - November 2006
Job Work at iComputers
Industry Information Technology and Services
Experience
iComputers June 2010 - Present
Innovation Group February 2008 - June 2010
Attivio September 2007 - January 2008
Get Connected Inc November 2006 - September 2007
Pioneer Investments January 2004 - November 2006
Fidelity Investments January 2002 - January 2004
Skills
System Administration, Desktop Administration, Systems Analysis, Windows Server, Active Directory, VMware, Operating Systems, DNS, Troubleshooting, Cisco Technologies, Unix, Servers, Microsoft Exchange, Microsoft SQL Server, XP, Technical Support, DHCP, VPN, Software Documentation, Software Installation, System Deployment, Databases, Hardware
Education
University of Massachusetts at Lowell 1997 — 2001
BS, Management Information Systems and Business Administration
iComputers June 2010 - Present
Innovation Group February 2008 - June 2010
Attivio September 2007 - January 2008
Get Connected Inc November 2006 - September 2007
Pioneer Investments January 2004 - November 2006
Fidelity Investments January 2002 - January 2004
Skills
System Administration, Desktop Administration, Systems Analysis, Windows Server, Active Directory, VMware, Operating Systems, DNS, Troubleshooting, Cisco Technologies, Unix, Servers, Microsoft Exchange, Microsoft SQL Server, XP, Technical Support, DHCP, VPN, Software Documentation, Software Installation, System Deployment, Databases, Hardware
Education
University of Massachusetts at Lowell 1997 — 2001
BS, Management Information Systems and Business Administration
Chris Jarvis, CFA, CMT Chris Jarvis, CFA, CMT's Pioneer Investments Experience October 1995 - May 1996
Job President & Founder at Caprock Risk Management, LLC
Industry Financial Services
Experience
CAPROCK RISK MANAGEMENT, LLC August 2006 - Present
Merrill Lynch January 2006 - August 2006
ADVEST GROUP INC January 2005 - January 2006
ADVEST GROUP INC October 2000 - January 2005
ADVEST GROUP INC May 1999 - October 2000
AELTUS INVESTMENT MANAGEMENT December 1998 - May 1999
AELTUS INVESTMENT MANAGEMENT August 1998 - December 1998
AELTUS INVESTMENT MANAGEMENT November 1997 - August 1998
BankBoston May 1996 - November 1997
Pioneer Investments October 1995 - May 1996
Skills
Energy, Commodities, Research, Bloomberg, Equities, Hedge Funds, Alternative Investments, Trading, Options, Derivatives, Capital Markets, Portfolio Management, Investments, Asset Managment, Fixed Income, Financial Markets, Series 7, Investment Banking, Asset Allocation, Commodity, Financial Modeling, Valuation, Asset Management, Fund Of Funds
Education
University of Connecticut 1997 — 2001
Master of Business Administration, Finance
University of Massachusetts, Amherst 1990 — 1994
Bachelor of Arts, History
Agawam High School 1987 — 1990
CAPROCK RISK MANAGEMENT, LLC August 2006 - Present
Merrill Lynch January 2006 - August 2006
ADVEST GROUP INC January 2005 - January 2006
ADVEST GROUP INC October 2000 - January 2005
ADVEST GROUP INC May 1999 - October 2000
AELTUS INVESTMENT MANAGEMENT December 1998 - May 1999
AELTUS INVESTMENT MANAGEMENT August 1998 - December 1998
AELTUS INVESTMENT MANAGEMENT November 1997 - August 1998
BankBoston May 1996 - November 1997
Pioneer Investments October 1995 - May 1996
Skills
Energy, Commodities, Research, Bloomberg, Equities, Hedge Funds, Alternative Investments, Trading, Options, Derivatives, Capital Markets, Portfolio Management, Investments, Asset Managment, Fixed Income, Financial Markets, Series 7, Investment Banking, Asset Allocation, Commodity, Financial Modeling, Valuation, Asset Management, Fund Of Funds
Education
University of Connecticut 1997 — 2001
Master of Business Administration, Finance
University of Massachusetts, Amherst 1990 — 1994
Bachelor of Arts, History
Agawam High School 1987 — 1990
Eric Parisi, CIMA®, AIF® Eric Parisi, CIMA®, AIF®'s Pioneer Investments Experience April 2012 - Present
Job Vice President, Business Development Officer DCIO at Pioneer Investments
Industry Investment Management
Experience
Pioneer Investments April 2012 - Present
Pioneer Investments July 2010 - March 2012
Pioneer Investments February 2006 - July 2010
Merrill Lynch Investment Managers 2004 - 2006
Merrill Lynch November 2003 - January 2005
Fidelity Investments November 2002 - August 2003
Skills
Series 7, Mutual Funds, 401k, Series 66, Certified Investment..., CIMA, AIF, Defined Contribution, Relationship Management, Key Account Management, Qualified Retirement..., Business Development, Investment Strategies, Asset Allocation, DCIO
Education
University of Connecticut 1998 — 2002
BA, Economics
Enfield High School 1994 — 1998
Pioneer Investments April 2012 - Present
Pioneer Investments July 2010 - March 2012
Pioneer Investments February 2006 - July 2010
Merrill Lynch Investment Managers 2004 - 2006
Merrill Lynch November 2003 - January 2005
Fidelity Investments November 2002 - August 2003
Skills
Series 7, Mutual Funds, 401k, Series 66, Certified Investment..., CIMA, AIF, Defined Contribution, Relationship Management, Key Account Management, Qualified Retirement..., Business Development, Investment Strategies, Asset Allocation, DCIO
Education
University of Connecticut 1998 — 2002
BA, Economics
Enfield High School 1994 — 1998
Andrew Wise Andrew Wise's Pioneer Investments Experience September 2009 - Present
Job Technical Lead at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments September 2009 - Present
Pioneer Investments May 2007 - August 2009
MFS Investment Mgmt September 2005 - May 2007
MFS Investment Management September 2000 - August 2005
Skills
Enterprise Architecture, TIBCO BusinessWorks, J2EE, PL/SQL, SOA, XML, Java, Web Services, Java Enterprise Edition, Sybase, TIBCO iProcess, .NET, Struts, TIBCO EMS, SQL Server, JSP, JavaScript, C#, AJAX, Oracle SQL, SQL, Unix, JMS, Software Integration, Tomcat, Visual Studio, C, Databases, Servlets, Eclipse, HTML, Websphere, Microsoft SQL Server, T-SQL, SDLC
Education
University of Massachusetts, Amherst 1995 — 2000
BS, Computer Science
Pioneer Investments September 2009 - Present
Pioneer Investments May 2007 - August 2009
MFS Investment Mgmt September 2005 - May 2007
MFS Investment Management September 2000 - August 2005
Skills
Enterprise Architecture, TIBCO BusinessWorks, J2EE, PL/SQL, SOA, XML, Java, Web Services, Java Enterprise Edition, Sybase, TIBCO iProcess, .NET, Struts, TIBCO EMS, SQL Server, JSP, JavaScript, C#, AJAX, Oracle SQL, SQL, Unix, JMS, Software Integration, Tomcat, Visual Studio, C, Databases, Servlets, Eclipse, HTML, Websphere, Microsoft SQL Server, T-SQL, SDLC
Education
University of Massachusetts, Amherst 1995 — 2000
BS, Computer Science
Frederick Runyon Frederick Runyon's Pioneer Investments Experience September 2012 - January 2013
Job Senior Designer, Project Manager, Team Leader
Industry Graphic Design
Experience
Self employed July 2011 - Present
Pioneer Investments September 2012 - January 2013
Wellington Management May 2003 - June 2011
Wellington Management August 1998 - May 2003
Scudder, Stevens, and Clark 1993 - 1998
Skills
Graphic Design, Corporate Identity, Creative Direction, Adobe Creative Suite, InDesign, Layout, Art Direction, Project Management, Design Collaboration, Brochures, Logo Design, Illustrator, Photoshop, Mac OS 10.7.5, Collateral, Marketing
Education
Massachusetts College of Art
University of New Hampshire
BS
Self employed July 2011 - Present
Pioneer Investments September 2012 - January 2013
Wellington Management May 2003 - June 2011
Wellington Management August 1998 - May 2003
Scudder, Stevens, and Clark 1993 - 1998
Skills
Graphic Design, Corporate Identity, Creative Direction, Adobe Creative Suite, InDesign, Layout, Art Direction, Project Management, Design Collaboration, Brochures, Logo Design, Illustrator, Photoshop, Mac OS 10.7.5, Collateral, Marketing
Education
Massachusetts College of Art
University of New Hampshire
BS
Meredith Grossman's Pioneer Investments Experience June 2010 - May 2012
Job Account Manager at John Hancock
Industry Financial Services
Experience
John Hancock Financial Services October 2014 - Present
John Hancock Life Insurance Company (U.S.A.) May 2012 - Present
Pioneer Investments June 2010 - May 2012
Columbia Management/Bank of America 2006 - June 2010
Skills
Integrated Marketing, Strategic Planning, Marketing Communications, Mutual Funds, Microsoft Office, Financial Services, Email Marketing, Business Development, Marketing, Direct Marketing, Marketing Strategy, Advertising
Education
University of Rhode Island - College of Business Administration 2001 — 2005
Bachelor of Science (B.S.), marketing
John Hancock Financial Services October 2014 - Present
John Hancock Life Insurance Company (U.S.A.) May 2012 - Present
Pioneer Investments June 2010 - May 2012
Columbia Management/Bank of America 2006 - June 2010
Skills
Integrated Marketing, Strategic Planning, Marketing Communications, Mutual Funds, Microsoft Office, Financial Services, Email Marketing, Business Development, Marketing, Direct Marketing, Marketing Strategy, Advertising
Education
University of Rhode Island - College of Business Administration 2001 — 2005
Bachelor of Science (B.S.), marketing
Mohammed Faisal Papa Mohammed Faisal Papa's Pioneer Investments Experience April 2008 - February 2013
Job Lead Consultant at Collaborative Consulting
Industry Information Technology and Services
Experience
Collaborative Consulting February 2014 - Present
HighPoint Global, LLC October 2013 - December 2013
Humana Inc. March 2013 - October 2013
Pioneer Investments April 2008 - February 2013
EDS Group October 2006 - January 2008
PBROS SOLUTIONS June 2002 - September 2006
Skills
Quality Center, QTP, Project Management, Oracle, .NET, Microsoft Office, SQL, Eagle PACE, Golden Source, Latent Zero, Toad 9.0, TIBCO, Tidal Enterprise..., Claims Management, Healthcare Information..., Financial Accounting, Capital Markets, Health Insurance, Investment Banking, Test Management, Quality Assurance, User Acceptance Testing, Testing, Test Planning, Test Automation, System Testing
Education
University of Madras
Master, Computer Applications
University of Madras
Bachelor, Commerce
Collaborative Consulting February 2014 - Present
HighPoint Global, LLC October 2013 - December 2013
Humana Inc. March 2013 - October 2013
Pioneer Investments April 2008 - February 2013
EDS Group October 2006 - January 2008
PBROS SOLUTIONS June 2002 - September 2006
Skills
Quality Center, QTP, Project Management, Oracle, .NET, Microsoft Office, SQL, Eagle PACE, Golden Source, Latent Zero, Toad 9.0, TIBCO, Tidal Enterprise..., Claims Management, Healthcare Information..., Financial Accounting, Capital Markets, Health Insurance, Investment Banking, Test Management, Quality Assurance, User Acceptance Testing, Testing, Test Planning, Test Automation, System Testing
Education
University of Madras
Master, Computer Applications
University of Madras
Bachelor, Commerce
Matthew Parrett's Pioneer Investments Experience January 2015 - Present
Job Internal Wholesaler at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments January 2015 - Present
Fidelity Investments June 2014 - December 2014
Mayfair Realty & Development May 2013 - September 2013
B&M Catering & Bar Services June 2012 - September 2013
Mansfield Sportsplex July 2008 - September 2010
Skills
Event Planning, PowerPoint, Microsoft Excel, Time Management, Teamwork, Public Speaking, Microsoft Office, Microsoft Word, Customer Service, Social Media, Research, Outlook, Hospitality, Access, Inventory Management
Education
University of Massachusetts, Amherst 2010 — 2014
Bachelor's degree, Resource Economics
Pioneer Investments January 2015 - Present
Fidelity Investments June 2014 - December 2014
Mayfair Realty & Development May 2013 - September 2013
B&M Catering & Bar Services June 2012 - September 2013
Mansfield Sportsplex July 2008 - September 2010
Skills
Event Planning, PowerPoint, Microsoft Excel, Time Management, Teamwork, Public Speaking, Microsoft Office, Microsoft Word, Customer Service, Social Media, Research, Outlook, Hospitality, Access, Inventory Management
Education
University of Massachusetts, Amherst 2010 — 2014
Bachelor's degree, Resource Economics
Alan Chin Alan Chin's Pioneer Investments Experience June 2007 - Present
Job Business Systems Analyst II Adhoc Development at Pioneer Investments
Industry Information Services
Experience
Pioneer Investments June 2007 - Present
Boston Financial Data Services August 1999 - June 2007
Skills
Access, Excel, SQL Server, Business Analysis, Requirements Gathering, Crystal Reports, SQL, Customer Relations, Requirements Analysis, Data Analysis, Application Development, Outlook, Disaster Recovery, Word, Microsoft Office, Visual Basic, Database Administration, Microsoft Excel, Microsoft Word, Microsoft SQL Server, SDLC, Project Management, Management, Analysis, Vendor Management, Quality Assurance, Software Documentation, SharePoint, Visio, Business Requirements, User Acceptance Testing, MS Project, Systems Analysis, Databases, Process Improvement
Education
University of Massachusetts, Amherst 1994 — 1998
Pioneer Investments June 2007 - Present
Boston Financial Data Services August 1999 - June 2007
Skills
Access, Excel, SQL Server, Business Analysis, Requirements Gathering, Crystal Reports, SQL, Customer Relations, Requirements Analysis, Data Analysis, Application Development, Outlook, Disaster Recovery, Word, Microsoft Office, Visual Basic, Database Administration, Microsoft Excel, Microsoft Word, Microsoft SQL Server, SDLC, Project Management, Management, Analysis, Vendor Management, Quality Assurance, Software Documentation, SharePoint, Visio, Business Requirements, User Acceptance Testing, MS Project, Systems Analysis, Databases, Process Improvement
Education
University of Massachusetts, Amherst 1994 — 1998
George Patenode George Patenode's Pioneer Investments Experience 1999 - Present
Job Compliance Analyst at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments 1999 - Present
Charles Scudder Law Offices 1993 - 1995
Skills
Series 6, FINRA, Notary Public, Series 63, Mutual Funds, Personal Injury, Research, Financial Services, Securities, Financial Analysis, Arbitration, Microsoft Word, Customer Service
Education
University of Nebraska-Lincoln 1983 — 1987
BA, Psychology, minor in English/History
Pioneer Investments 1999 - Present
Charles Scudder Law Offices 1993 - 1995
Skills
Series 6, FINRA, Notary Public, Series 63, Mutual Funds, Personal Injury, Research, Financial Services, Securities, Financial Analysis, Arbitration, Microsoft Word, Customer Service
Education
University of Nebraska-Lincoln 1983 — 1987
BA, Psychology, minor in English/History
Nicholas Coccio's Pioneer Investments Experience November 2014 - Present
Job Regional Sales Specialist at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments November 2014 - Present
Pioneer Investments April 2014 - November 2014
Pioneer Investments October 2012 - April 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, HTML, Mutual Funds, Sales, Customer Satisfaction, Data Analysis, Data Entry
Education
University of Rhode Island 2008 — 2012
Bachelor of Arts (B.A.), Communication, General
Pioneer Investments November 2014 - Present
Pioneer Investments April 2014 - November 2014
Pioneer Investments October 2012 - April 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, HTML, Mutual Funds, Sales, Customer Satisfaction, Data Analysis, Data Entry
Education
University of Rhode Island 2008 — 2012
Bachelor of Arts (B.A.), Communication, General
Rodolfo (Riqui) Villegas Rodolfo (Riqui) Villegas's Pioneer Investments Experience June 2015 - Present
Job CFO at WinterBlade Investments, LLC
Industry Financial Services
Experience
WinterBlade Investments, LLC May 2015 - Present
Pioneer Investments June 2015 - Present
Pi Kappa Alpha Alpha Eta July 2014 - Present
Pi Kappa Alpha Alpha Eta September 2014 - Present
UF Interfraternity Council January 2015 - Present
Northern Trust Corporation May 2014 - July 2014
NBC Sports August 2013 - November 2013
Skills
Social Media, Communication, Recruiting, Sales, Investments, Fundraising, Facebook, Marketing, Microsoft Office, Bloomberg, Twitter, Microsoft Word, Microsoft Excel, PowerPoint, Financial Analysis, Research, Public Speaking, Financial Modeling, Instagram, Customer Service, Leadership
Education
University of Florida 2013 — 2017
Bachelor of Business Administration (B.B.A.), Finance
Ransom Everglades 2006 — 2013
High School Diploma
WinterBlade Investments, LLC May 2015 - Present
Pioneer Investments June 2015 - Present
Pi Kappa Alpha Alpha Eta July 2014 - Present
Pi Kappa Alpha Alpha Eta September 2014 - Present
UF Interfraternity Council January 2015 - Present
Northern Trust Corporation May 2014 - July 2014
NBC Sports August 2013 - November 2013
Skills
Social Media, Communication, Recruiting, Sales, Investments, Fundraising, Facebook, Marketing, Microsoft Office, Bloomberg, Twitter, Microsoft Word, Microsoft Excel, PowerPoint, Financial Analysis, Research, Public Speaking, Financial Modeling, Instagram, Customer Service, Leadership
Education
University of Florida 2013 — 2017
Bachelor of Business Administration (B.B.A.), Finance
Ransom Everglades 2006 — 2013
High School Diploma
Michael Woomer Michael Woomer's Pioneer Investments Experience September 2014 - January 2015
Job Analyst at Mosaic Research Management
Industry Financial Services
Experience
Mosaic Research Management January 2015 - Present
Pioneer Investments September 2014 - January 2015
University of Dayton May 2013 - May 2014
Woomer & Hall LLP May 2013 - August 2013
Town of Duxbury May 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Time Management, Leadership, Customer Service
Education
University of Dayton 2010 — 2014
Bachelor of Arts (B.A.), Political Science and Government, Minors: Marketing (sales oriented) & Sustainability, Energy, and Environment
Duxbury High School 2006 — 2010
Mosaic Research Management January 2015 - Present
Pioneer Investments September 2014 - January 2015
University of Dayton May 2013 - May 2014
Woomer & Hall LLP May 2013 - August 2013
Town of Duxbury May 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Time Management, Leadership, Customer Service
Education
University of Dayton 2010 — 2014
Bachelor of Arts (B.A.), Political Science and Government, Minors: Marketing (sales oriented) & Sustainability, Energy, and Environment
Duxbury High School 2006 — 2010
Chris Roque Chris Roque's Pioneer Investments Experience September 2014 - Present
Job Mutual Fund Representative at Pioneer Investments
Industry Investment Management
Experience
Pioneer Investments September 2014 - Present
Walmart June 2011 - September 2014
University of Rhode Island September 2010 - May 2014
Classes to Masses Internship Program May 2013 - September 2013
Trademark Heating & Air Conditioning October 2008 - May 2010
Skills
Hardwork, Marketing Communications, Communication, Research, Economic Research, Economics, Business Strategy, Business Intelligence, Business Planning, Extremely Punctual, SPSS, Higher Education, Matlab, PowerPoint
Education
University of Rhode Island 2010 — 2014
Bachelor of Arts (B.A.), Economics
Pioneer Investments September 2014 - Present
Walmart June 2011 - September 2014
University of Rhode Island September 2010 - May 2014
Classes to Masses Internship Program May 2013 - September 2013
Trademark Heating & Air Conditioning October 2008 - May 2010
Skills
Hardwork, Marketing Communications, Communication, Research, Economic Research, Economics, Business Strategy, Business Intelligence, Business Planning, Extremely Punctual, SPSS, Higher Education, Matlab, PowerPoint
Education
University of Rhode Island 2010 — 2014
Bachelor of Arts (B.A.), Economics
Edward A. Bondy's Pioneer Investments Experience 1986 - 1995
Job Vice President of Sales at Peritus Asset Management, LLC
Industry Investment Management
Experience
Peritus Asset Management, LLC August 2013 - Present
Sterling Wealth Management Group November 2010 - August 2013
Symetra Financial August 2007 - December 2010
Rydex Investments January 2002 - October 2006
SAFECO Investments January 1996 - May 2001
Pioneer Investments 1986 - 1995
Skills
Mutual Funds, Alternative Investments, High Yield Bonds, ETFs, Separately Managed..., Wealth Management, Portfolio Management, Tactical Asset..., Retirement Planning, Series 7, Series 65, Series 24, Asset Allocation, Bonds, Hedge Funds, High Net Worth..., Retirement, Options Strategies, Stock Market, Life Insurance, Securities, FINRA, Strategic Financial..., Investment Strategies, Investment Advisory, Fixed Income, Retirement Plan..., Investment Advisory..., Variable Annuities, Asset Management, 401k, Investment Management, Fixed Annuities, Wealth Management..., Equities, IRAs, Structured Products, Estate Planning Concepts
Education
University of San Diego 1976 — 1980
BBA, School of Business
Peritus Asset Management, LLC August 2013 - Present
Sterling Wealth Management Group November 2010 - August 2013
Symetra Financial August 2007 - December 2010
Rydex Investments January 2002 - October 2006
SAFECO Investments January 1996 - May 2001
Pioneer Investments 1986 - 1995
Skills
Mutual Funds, Alternative Investments, High Yield Bonds, ETFs, Separately Managed..., Wealth Management, Portfolio Management, Tactical Asset..., Retirement Planning, Series 7, Series 65, Series 24, Asset Allocation, Bonds, Hedge Funds, High Net Worth..., Retirement, Options Strategies, Stock Market, Life Insurance, Securities, FINRA, Strategic Financial..., Investment Strategies, Investment Advisory, Fixed Income, Retirement Plan..., Investment Advisory..., Variable Annuities, Asset Management, 401k, Investment Management, Fixed Annuities, Wealth Management..., Equities, IRAs, Structured Products, Estate Planning Concepts
Education
University of San Diego 1976 — 1980
BBA, School of Business
Daniel Righter's Pioneer Investments Experience July 2007 - January 2008
Job EDI Coordinator Key Accounts
Industry Consumer Goods
Experience
Husqvarna March 2011 - November 2011
Live Nation April 2009 - November 2010
CSN STORES, LLC January 2008 - March 2009
Pioneer Investments July 2007 - January 2008
Skills
Customer Service, Microsoft Excel, Microsoft Office, Outlook, Sales, PowerPoint, Access, Retail, Microsoft Word, Marketing, Project Management, Pricing
Education
University of Massachusetts Boston 2006 — 2010
University of North Carolina at Charlotte
Husqvarna March 2011 - November 2011
Live Nation April 2009 - November 2010
CSN STORES, LLC January 2008 - March 2009
Pioneer Investments July 2007 - January 2008
Skills
Customer Service, Microsoft Excel, Microsoft Office, Outlook, Sales, PowerPoint, Access, Retail, Microsoft Word, Marketing, Project Management, Pricing
Education
University of Massachusetts Boston 2006 — 2010
University of North Carolina at Charlotte
Deb Wilkinson's Pioneer Investments Experience 1993 - 2007
Job Marketing Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2011 - Present
John Hancock Life Insurance Company (U.S.A.) June 2007 - October 2010
Pioneer Investments 1993 - 2007
Education
University of Massachusetts Boston
BA, English
TIAA-CREF July 2011 - Present
John Hancock Life Insurance Company (U.S.A.) June 2007 - October 2010
Pioneer Investments 1993 - 2007
Education
University of Massachusetts Boston
BA, English
Robert Urie Robert Urie's Pioneer Investments Experience January 2010 - Present
Job Portfolio Manager, Pioneer MultiAsset Real Return Fund at Pioneer Investments
Industry Investment Management
Experience
Pioneer Investments January 2010 - Present
Pioneer Investments November 2006 - Present
SEI Investments 2000 - 2006
Education
University of North Carolina at Charlotte 1993 — 1995
MSc, Economics
Pioneer Investments January 2010 - Present
Pioneer Investments November 2006 - Present
SEI Investments 2000 - 2006
Education
University of North Carolina at Charlotte 1993 — 1995
MSc, Economics
Travis Shine, CFP®'s Pioneer Investments Experience September 2002 - May 2004
Job Goodwin, Shine and Associates, A Private Wealth Advisory Practice of Ameriprise Financial Services INC
Industry Financial Services
Experience
Ameriprise Financial October 2004 - Present
Pioneer Investments September 2002 - May 2004
Education
University of Rhode Island 1997 — 2002
BA, Economics
Leland and Gray 1991 — 1997
Ameriprise Financial October 2004 - Present
Pioneer Investments September 2002 - May 2004
Education
University of Rhode Island 1997 — 2002
BA, Economics
Leland and Gray 1991 — 1997
Kiely Monteiro Kiely Monteiro's Pioneer Investments Experience May 2014 - September 2015
Job Office Manager at Influitive
Industry Computer Software
Experience
Influitive September 2015 - Present
Pioneer Investments May 2014 - September 2015
C.W. Downer & Co. May 2012 - May 2014
Nantasket Pharmacy September 2010 - October 2013
Nantasket Pharmacy June 2010 - October 2013
Skills
Customer Service, Telephone Skills, Data Entry, Outlook, Management, Human Resources, Invoicing, Microsoft Office, PowerPoint, Onboarding
Education
UMass Boston 2007 — 2011
B.S., Management
Influitive September 2015 - Present
Pioneer Investments May 2014 - September 2015
C.W. Downer & Co. May 2012 - May 2014
Nantasket Pharmacy September 2010 - October 2013
Nantasket Pharmacy June 2010 - October 2013
Skills
Customer Service, Telephone Skills, Data Entry, Outlook, Management, Human Resources, Invoicing, Microsoft Office, PowerPoint, Onboarding
Education
UMass Boston 2007 — 2011
B.S., Management
Amy Wolbarst Amy Wolbarst's Pioneer Investments Experience January 2013 - Present
Job HRIS & Benefits Specialist at Pioneer Investments
Industry Investment Management
Experience
Pioneer Investments January 2013 - Present
Pioneer Investments April 2012 - January 2013
Robert Half International April 2011 - April 2012
Braver PC September 2007 - April 2011
Skills
Proposal Writing, Microsoft Excel, Event Planning, Outlook, Marketing, Social Media, Human Resources, Employee Benefits, Event Management, Management, New Business Development, Newsletters, Project Management, Project Planning, Recruiting, Training, Applicant Tracking...
Education
University of Massachusetts, Amherst 2003 — 2007
Bachelor of Arts, Communication
Pioneer Investments January 2013 - Present
Pioneer Investments April 2012 - January 2013
Robert Half International April 2011 - April 2012
Braver PC September 2007 - April 2011
Skills
Proposal Writing, Microsoft Excel, Event Planning, Outlook, Marketing, Social Media, Human Resources, Employee Benefits, Event Management, Management, New Business Development, Newsletters, Project Management, Project Planning, Recruiting, Training, Applicant Tracking...
Education
University of Massachusetts, Amherst 2003 — 2007
Bachelor of Arts, Communication
Stephen Plouffe's Pioneer Investments Experience March 2013 - Present
Job Senior Risk Analyst at Pioneer Investments
Industry Investment Management
Experience
Pioneer Investments March 2013 - Present
Boston Private Bank November 2009 - March 2013
State Street 2007 - 2009
Skills
Bloomberg, BondEdge, APX, SEI Trust 3000, Fixed Income, Barclays Point, BlackRock Aladdin, Asset Management, Securities, Investments
Education
Suffolk University - Sawyer School of Management 2010 — 2012
MSF, Finance
University of Massachusetts Lowell 2003 — 2007
Bachelor, Finance and Management
Pioneer Investments March 2013 - Present
Boston Private Bank November 2009 - March 2013
State Street 2007 - 2009
Skills
Bloomberg, BondEdge, APX, SEI Trust 3000, Fixed Income, Barclays Point, BlackRock Aladdin, Asset Management, Securities, Investments
Education
Suffolk University - Sawyer School of Management 2010 — 2012
MSF, Finance
University of Massachusetts Lowell 2003 — 2007
Bachelor, Finance and Management
Anja Reitshamer Anja Reitshamer's Pioneer Investments Experience April 2012 - Present
Job Benefits Manager
Industry Financial Services
Experience
Pioneer Investments April 2012 - Present
Pioneer Investments May 2006 - April 2012
MFS Investment Management September 2005 - May 2006
MFS Investment Management March 2004 - September 2005
MFS Investment Management June 2003 - February 2004
MFS Investment Management March 2001 - May 2003
MFS Investment Management June 2000 - February 2001
Skills
Human Resources, Retirement, Deferred Compensation, 401k, Employee Relations, Defined Benefit, Employee Engagement, Onboarding, Management, Retirement Planning
Education
Suffolk University Law School 2009 — 2013
Doctor of Law (JD)
The University of Connecticut
Bachelor of Arts, German
Pioneer Investments April 2012 - Present
Pioneer Investments May 2006 - April 2012
MFS Investment Management September 2005 - May 2006
MFS Investment Management March 2004 - September 2005
MFS Investment Management June 2003 - February 2004
MFS Investment Management March 2001 - May 2003
MFS Investment Management June 2000 - February 2001
Skills
Human Resources, Retirement, Deferred Compensation, 401k, Employee Relations, Defined Benefit, Employee Engagement, Onboarding, Management, Retirement Planning
Education
Suffolk University Law School 2009 — 2013
Doctor of Law (JD)
The University of Connecticut
Bachelor of Arts, German
Alex Javelly Alex Javelly's Pioneer Investments Experience June 2005 - August 2005
Job Associate at Schreck Rose Dapello & Adams LLP
Industry Law Practice
Experience
Schreck Rose Dapello & Adams LLP May 2015 - Present
Pillsbury Winthrop Shaw Pittman LLP October 2013 - April 2015
Pillsbury Winthrop Shaw Pittman May 2012 - July 2012
FINRA (Financial Industry Regulatory Authority) May 2011 - July 2011
Sullivan & Cromwell LLP July 2008 - May 2010
U.S. Trust, Bank of America Private Wealth Management June 2007 - August 2007
Pioneer Investments June 2005 - August 2005
Education
The George Washington University Law School 2010 — 2013
JD, Law, with Honors
University of Pennsylvania 2004 — 2008
B.A., Psychology, Music (minor), Cum Laude
Ransom Everglades 2000 — 2004
Schreck Rose Dapello & Adams LLP May 2015 - Present
Pillsbury Winthrop Shaw Pittman LLP October 2013 - April 2015
Pillsbury Winthrop Shaw Pittman May 2012 - July 2012
FINRA (Financial Industry Regulatory Authority) May 2011 - July 2011
Sullivan & Cromwell LLP July 2008 - May 2010
U.S. Trust, Bank of America Private Wealth Management June 2007 - August 2007
Pioneer Investments June 2005 - August 2005
Education
The George Washington University Law School 2010 — 2013
JD, Law, with Honors
University of Pennsylvania 2004 — 2008
B.A., Psychology, Music (minor), Cum Laude
Ransom Everglades 2000 — 2004
Bisan Bahloul, AIF® Bisan Bahloul, AIF®'s Pioneer Investments Experience August 2012 - July 2013
Job Development & Consulting at Colliers International | Boston
Industry Real Estate
Experience
Colliers International Boston June 2013 - Present
Pioneer Investments August 2012 - July 2013
Pioneer Investments June 2011 - August 2012
Skills
Mutual Funds, Customer Service, PowerPoint, Outlook, Microsoft Office, Microsoft Excel
Education
University of Massachusetts, Amherst 2007 — 2011
BS, Economics
Colliers International Boston June 2013 - Present
Pioneer Investments August 2012 - July 2013
Pioneer Investments June 2011 - August 2012
Skills
Mutual Funds, Customer Service, PowerPoint, Outlook, Microsoft Office, Microsoft Excel
Education
University of Massachusetts, Amherst 2007 — 2011
BS, Economics
John Welch, CIMA® John Welch, CIMA®'s Pioneer Investments Experience 2004 - 2006
Job Regional Vice President at CLS Investments, LLC
Industry Financial Services
Experience
CLS Investments, LLC July 2012 - Present
MFS Investment Management 2006 - July 2011
Pioneer Investments 2004 - 2006
MFS Investment Management 1997 - 2004
Sun Life Financial December 1994 - March 1997
Skills
Separately Managed..., Retirement Planning, Investments, Series 63, Fixed Annuities, Mutual Funds, Asset Allocation, ETFs, Series 6, Alternative Investments, 401k, CIMA, Asset Managment, Series 65
Education
Wharton Business School 2008 — 2009
Certified Investment Management Analyst
University of Maine 1989 — 1993
Business Management, Finance
CLS Investments, LLC July 2012 - Present
MFS Investment Management 2006 - July 2011
Pioneer Investments 2004 - 2006
MFS Investment Management 1997 - 2004
Sun Life Financial December 1994 - March 1997
Skills
Separately Managed..., Retirement Planning, Investments, Series 63, Fixed Annuities, Mutual Funds, Asset Allocation, ETFs, Series 6, Alternative Investments, 401k, CIMA, Asset Managment, Series 65
Education
Wharton Business School 2008 — 2009
Certified Investment Management Analyst
University of Maine 1989 — 1993
Business Management, Finance
Gabrielle Morin Gabrielle Morin's Pioneer Investments Experience September 2011 - August 2012
Job Teacher at Little Treasures Schoolhouse
Industry Mental Health Care
Experience
Little Treasures Schoolhouse September 2012 - July 2015
Hampstead, NH School District August 2014 - June 2015
Bank of America 2015 - 2015
Pioneer Investments September 2011 - August 2012
Woburn District Court May 2010 - August 2010
Skills
Mental Health, Psychology, SPSS, Psychological Testing, PowerPoint, Microsoft Word, Data Entry, Microsoft Office, Customer Service, Research
Education
University of Massachusetts Boston 2012 — 2015
Master of Education (M.Ed.), School Psychology
The University of Connecticut 2007 — 2011
Bachelor of Arts, Psychology
Reading Memorial High School 2003 — 2007
Little Treasures Schoolhouse September 2012 - July 2015
Hampstead, NH School District August 2014 - June 2015
Bank of America 2015 - 2015
Pioneer Investments September 2011 - August 2012
Woburn District Court May 2010 - August 2010
Skills
Mental Health, Psychology, SPSS, Psychological Testing, PowerPoint, Microsoft Word, Data Entry, Microsoft Office, Customer Service, Research
Education
University of Massachusetts Boston 2012 — 2015
Master of Education (M.Ed.), School Psychology
The University of Connecticut 2007 — 2011
Bachelor of Arts, Psychology
Reading Memorial High School 2003 — 2007
Kathy Fernandes Kathy Fernandes's Pioneer Investments Experience 1986 - 1992
Job VP Operations at UEGroup
Industry Research
Mark J. McGrath Mark J. McGrath's Pioneer Investments Experience August 2005 - March 2007
Job Vice President, Lazard Asset Management
Industry Investment Management
Experience
Lazard Asset Management August 2015 - Present
SEI May 2010 - July 2015
RiverSource Investments March 2007 - May 2010
Pioneer Investments August 2005 - March 2007
CBL Path May 2004 - August 2005
United States Marine Corps May 1998 - May 2004
Skills
Leadership, Training, Management, Sales Operations, Sales, Investments, Wealth Management, Financial Advisory, Mutual Funds, Series 7, Time Management, Securities, Alternative Investments, Asset Management, Research, Retirement, Employee Benefits, Portfolio Management, Strategic Financial..., Investment Advisory
Education
University of Detroit Mercy 2008 — 2009
M.A., Economics
Marquette University 1994 — 1998
B.A., History
Central Catholic High School, Pittsburgh, PA 1990 — 1994
Diploma
Lazard Asset Management August 2015 - Present
SEI May 2010 - July 2015
RiverSource Investments March 2007 - May 2010
Pioneer Investments August 2005 - March 2007
CBL Path May 2004 - August 2005
United States Marine Corps May 1998 - May 2004
Skills
Leadership, Training, Management, Sales Operations, Sales, Investments, Wealth Management, Financial Advisory, Mutual Funds, Series 7, Time Management, Securities, Alternative Investments, Asset Management, Research, Retirement, Employee Benefits, Portfolio Management, Strategic Financial..., Investment Advisory
Education
University of Detroit Mercy 2008 — 2009
M.A., Economics
Marquette University 1994 — 1998
B.A., History
Central Catholic High School, Pittsburgh, PA 1990 — 1994
Diploma
Erin Horan Olofson's Pioneer Investments Experience August 2013 - Present
Job Associate Credit Analyst at Pioneer Investments
Industry Investment Management
Experience
Pioneer Investments August 2013 - Present
Houlihan Lokey July 2009 - July 2013
Houlihan Lokey July 2008 - July 2009
Education
University of Notre Dame 2004 — 2008
B.B.A., Finance, Economics
Pioneer Investments August 2013 - Present
Houlihan Lokey July 2009 - July 2013
Houlihan Lokey July 2008 - July 2009
Education
University of Notre Dame 2004 — 2008
B.B.A., Finance, Economics
Nate Algiere's Pioneer Investments Experience July 2000 - Present
Job Divisional Sales Manager at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments July 2000 - Present
Pioneer Investments July 2000 - August 2015
Skills
Mutual Funds, Series 7, Series 63, Investments, Wealth Management, Asset Management, Asset Allocation, Alternative Investments, Financial Services, Relationship Management, Securities, Fixed Income, Retirement Planning, Series 6, Separately Managed..., Retirement, 401k, Hedge Funds, Series 24, Bonds, Series 65
Education
University of Rhode Island 1982 — 1987
Bachelor of Arts (BA), Business/Corporate Communications
Westerly High School 1978 — 1981
College Prep
Pioneer Investments July 2000 - Present
Pioneer Investments July 2000 - August 2015
Skills
Mutual Funds, Series 7, Series 63, Investments, Wealth Management, Asset Management, Asset Allocation, Alternative Investments, Financial Services, Relationship Management, Securities, Fixed Income, Retirement Planning, Series 6, Separately Managed..., Retirement, 401k, Hedge Funds, Series 24, Bonds, Series 65
Education
University of Rhode Island 1982 — 1987
Bachelor of Arts (BA), Business/Corporate Communications
Westerly High School 1978 — 1981
College Prep
Jennah Sorsanavongsa's Pioneer Investments Experience May 2015 - Present
Job Compliance Analyst at Pioneer Invesments
Industry Financial Services
Experience
Pioneer Investments May 2015 - Present
Morgan Stanley Wealth Management April 2014 - May 2015
Pioneer Investments May 2013 - April 2014
Abercrombie & Fitch September 2011 - May 2013
Skills
Customer Service, Time Management, Management, Sales, Retail, Visual Merchandising, Financial Services, Marketing, Financial Transactions, Inventory, Advertising, Interviewing Skills, Mutual Funds
Education
University of Massachusetts, Amherst 2007 — 2011
Bachelor of Arts (BA), Communications
Pioneer Investments May 2015 - Present
Morgan Stanley Wealth Management April 2014 - May 2015
Pioneer Investments May 2013 - April 2014
Abercrombie & Fitch September 2011 - May 2013
Skills
Customer Service, Time Management, Management, Sales, Retail, Visual Merchandising, Financial Services, Marketing, Financial Transactions, Inventory, Advertising, Interviewing Skills, Mutual Funds
Education
University of Massachusetts, Amherst 2007 — 2011
Bachelor of Arts (BA), Communications
Steve Sadler CFP®, CRPC®, APMA®, Financial Advisor Steve Sadler CFP®, CRPC®, APMA®, Financial Advisor's Pioneer Investments Experience June 1995 - May 2001
Job Deep Sky Wealth, a private wealth advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Deep Sky Wealth, a private wealth advisory practice of Ameriprise Financial Services, Inc. May 2001 - Present
Pioneer Investments June 1995 - May 2001
Skills
Retirement Planning, Customer Service, Retirement, Finance, Strategic Planning, Team Building, Estate Planning, Leadership, Management, Microsoft Office
Education
University of Nebraska at Omaha 1989 — 1995
BS, Businss Finance, Banking and Financial Markets
Deep Sky Wealth, a private wealth advisory practice of Ameriprise Financial Services, Inc. May 2001 - Present
Pioneer Investments June 1995 - May 2001
Skills
Retirement Planning, Customer Service, Retirement, Finance, Strategic Planning, Team Building, Estate Planning, Leadership, Management, Microsoft Office
Education
University of Nebraska at Omaha 1989 — 1995
BS, Businss Finance, Banking and Financial Markets
Chrystine Mills's Pioneer Investments Experience 2002 - 2004
Job Senior Compliance Manager Independent Branch Services at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2012 - Present
Charles Schwab December 2010 - July 2012
Charles Schwab June 2008 - December 2010
Charles Schwab 1999 - 2008
Pioneer Investments 2002 - 2004
Education
University of Nebraska at Omaha
Charles Schwab July 2012 - Present
Charles Schwab December 2010 - July 2012
Charles Schwab June 2008 - December 2010
Charles Schwab 1999 - 2008
Pioneer Investments 2002 - 2004
Education
University of Nebraska at Omaha
Jennifer Vega-Hall Jennifer Vega-Hall's Pioneer Investments Experience September 2011 - Present
Job Executive Administrative Assistant at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments September 2011 - Present
Berkshire Partners September 2010 - August 2011
Columbia Management November 2006 - August 2010
University of Connecticut September 2004 - November 2006
Skills
Executive Administrative, Administrative..., Outlook, Access, PeopleSoft, Microsoft Excel, PowerPoint, Data Entry, Microsoft Word, Event Planning, Administration, Microsoft Office, Concur, Spreadsheets, Visio, Customer Service, Office Management, Asset Management, Time Management, CRM, Corporate Travel, Market Data..., Business Objects, SharePoint, Brio Reporting System, Sales Force, Capital IQ, Callstreet, EDGAR, Webinar, Live Meeting, Administrative..., Sales, Mutual Funds, Investments
Education
University of Connecticut 1999 — 2004
Bachelor of Arts (BA), Political Science and Government
University of Liverpool 2001 — 2002
Pioneer Investments September 2011 - Present
Berkshire Partners September 2010 - August 2011
Columbia Management November 2006 - August 2010
University of Connecticut September 2004 - November 2006
Skills
Executive Administrative, Administrative..., Outlook, Access, PeopleSoft, Microsoft Excel, PowerPoint, Data Entry, Microsoft Word, Event Planning, Administration, Microsoft Office, Concur, Spreadsheets, Visio, Customer Service, Office Management, Asset Management, Time Management, CRM, Corporate Travel, Market Data..., Business Objects, SharePoint, Brio Reporting System, Sales Force, Capital IQ, Callstreet, EDGAR, Webinar, Live Meeting, Administrative..., Sales, Mutual Funds, Investments
Education
University of Connecticut 1999 — 2004
Bachelor of Arts (BA), Political Science and Government
University of Liverpool 2001 — 2002
Andrew R. Schiappa Andrew R. Schiappa's Pioneer Investments Experience September 2014 - Present
Job Associate Credit Analyst at Pioneer Investments
Industry Insurance
Experience
Pioneer Investments September 2014 - Present
Genworth Financial August 2009 - September 2014
Skills
Structured Finance, Investments, CMBS, Credit Analysis, Fixed Income Analysis, Commercial Real Estate, Structured Products, Bonds, Insurance, Bloomberg, Trepp, Underwriting, EITF 99-20, RMBS
Education
University of North Carolina at Chapel Hill 2005 — 2009
Bachelor of Business Administration (BBA), Finance and Real Estate
Pioneer Investments September 2014 - Present
Genworth Financial August 2009 - September 2014
Skills
Structured Finance, Investments, CMBS, Credit Analysis, Fixed Income Analysis, Commercial Real Estate, Structured Products, Bonds, Insurance, Bloomberg, Trepp, Underwriting, EITF 99-20, RMBS
Education
University of North Carolina at Chapel Hill 2005 — 2009
Bachelor of Business Administration (BBA), Finance and Real Estate
Douglas Shipley's Pioneer Investments Experience August 1999 - Present
Job IT at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments August 1999 - Present
Pioneer Investments 1999 - 2015
Pioneer Investments 1999 - 2015
Pioneer Investments 1999 - 2015
Pioneer Investments 1999 - 2015
Pioneer Investments 1999 - 2015
Pioneer Investments March 1998 - August 1999
Ford Motor Credit Company January 1997 - March 1998
Skills
Integration, System Administration, Active Directory, Windows Server, SCCM, Troubleshooting, Microsoft Office, Team Building, Project Management, Windows, Customer Service, Desktop Support, Servers, Windows 7, XP, Windows Server 2003, Network Administration, Telecommunications, Virtualization, Problem Solving, Customer Relations, Citrix, VMware, Operating Systems, Disaster Recovery, Deployment, SQL, Administration, Testing, Application..., Windows Server 2008, Windows 8, Windows Phone, Leadership, Technical Support
Education
University of Nebraska at Kearney 1991 — 1995
Criminal Justice, Sociology
University of Nebraska at Omaha 1995 — 1996
Criminal Justice, Sociology
Microsoft 2004 — 2011
Windows
Pioneer Investments August 1999 - Present
Pioneer Investments 1999 - 2015
Pioneer Investments 1999 - 2015
Pioneer Investments 1999 - 2015
Pioneer Investments 1999 - 2015
Pioneer Investments 1999 - 2015
Pioneer Investments March 1998 - August 1999
Ford Motor Credit Company January 1997 - March 1998
Skills
Integration, System Administration, Active Directory, Windows Server, SCCM, Troubleshooting, Microsoft Office, Team Building, Project Management, Windows, Customer Service, Desktop Support, Servers, Windows 7, XP, Windows Server 2003, Network Administration, Telecommunications, Virtualization, Problem Solving, Customer Relations, Citrix, VMware, Operating Systems, Disaster Recovery, Deployment, SQL, Administration, Testing, Application..., Windows Server 2008, Windows 8, Windows Phone, Leadership, Technical Support
Education
University of Nebraska at Kearney 1991 — 1995
Criminal Justice, Sociology
University of Nebraska at Omaha 1995 — 1996
Criminal Justice, Sociology
Microsoft 2004 — 2011
Windows
Ted Pollack Ted Pollack's Pioneer Investments Experience March 2003 - June 2004
Job Account Coordinator at SunSetter Products
Industry Marketing and Advertising
Experience
SunSetter Products February 2005 - Present
Pioneer Investments March 2003 - June 2004
Education
University of Massachusetts Boston
Bachelor's degree
SunSetter Products February 2005 - Present
Pioneer Investments March 2003 - June 2004
Education
University of Massachusetts Boston
Bachelor's degree
David Connors David Connors's Pioneer Investments Experience November 2005 - March 2007
Job Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management February 2012 - Present
Transamerica November 2008 - October 2011
RiverSource Distributors, Inc. March 2007 - November 2008
Pioneer Investments November 2005 - March 2007
John Hancock Financial Services December 1999 - December 2003
US Navy December 1991 - December 1995
Education
University of Central Florida - College of Business Administration 1997 — 1999
BSBA, Finance
RBC Wealth Management February 2012 - Present
Transamerica November 2008 - October 2011
RiverSource Distributors, Inc. March 2007 - November 2008
Pioneer Investments November 2005 - March 2007
John Hancock Financial Services December 1999 - December 2003
US Navy December 1991 - December 1995
Education
University of Central Florida - College of Business Administration 1997 — 1999
BSBA, Finance
Jane Dahill Flanigan Jane Dahill Flanigan's Pioneer Investments Experience 1990 - 1992
Job Regional Vice President at Nationwide Funds
Industry Financial Services
Experience
Nationwide Financial May 2013 - Present
ProShare Advisors LLC January 2008 - May 2013
First American Funds 2005 - 2008
MFS Sunlife Annuities October 2003 - September 2005
Deutsche Asset Management September 1997 - July 2003
Pioneer Investments 1990 - 1992
Skills
Asset Allocation, Capital Markets, Mutual Funds, Asset Management, Hedging Strategies, ETFs, Public Speaking, Investment Portfolio..., Alternative Investments, Relationship Building, Financial Services, Series 63, Series 7, Series 6, Series 65, Series 26, Risk Management, FINRA, Wholesaling, Retirement Planning, 401k, Investments, Relationship Management, Wealth Management, Finance, Investment Advisory, Separately Managed...
Education
University of Rhode Island 1985 — 1989
BA, English
Nationwide Financial May 2013 - Present
ProShare Advisors LLC January 2008 - May 2013
First American Funds 2005 - 2008
MFS Sunlife Annuities October 2003 - September 2005
Deutsche Asset Management September 1997 - July 2003
Pioneer Investments 1990 - 1992
Skills
Asset Allocation, Capital Markets, Mutual Funds, Asset Management, Hedging Strategies, ETFs, Public Speaking, Investment Portfolio..., Alternative Investments, Relationship Building, Financial Services, Series 63, Series 7, Series 6, Series 65, Series 26, Risk Management, FINRA, Wholesaling, Retirement Planning, 401k, Investments, Relationship Management, Wealth Management, Finance, Investment Advisory, Separately Managed...
Education
University of Rhode Island 1985 — 1989
BA, English
Coleen Prehm, SPHR Coleen Prehm, SPHR's Pioneer Investments Experience March 1993 - July 1999
Job Human Resource Consultant
Industry Banking
Experience
Self- employed Human Resources January 2013 - Present
Community National Bank & Trust October 1999 - December 2012
Pioneer Investments March 1993 - July 1999
Skills
Employee Relations, Performance Management, Employee Engagement, Human Resources, Succession Planning, Change Management, Organizational..., Deferred Compensation, Recruiting, Coaching, Leadership Development, Employee Benefits, Talent Acquisition, HRIS, HR Policies
Education
University of Nebraska at Kearney 1965 — 1966
English
Self- employed Human Resources January 2013 - Present
Community National Bank & Trust October 1999 - December 2012
Pioneer Investments March 1993 - July 1999
Skills
Employee Relations, Performance Management, Employee Engagement, Human Resources, Succession Planning, Change Management, Organizational..., Deferred Compensation, Recruiting, Coaching, Leadership Development, Employee Benefits, Talent Acquisition, HRIS, HR Policies
Education
University of Nebraska at Kearney 1965 — 1966
English
David Finkel David Finkel's Pioneer Investments Experience August 2003 - April 2004
Job Vice President, Graphic Design at Bernstein Global Wealth Management
Industry Financial Services
Experience
Bernstein Global Wealth Management February 2014 - Present
Artio Global Investors September 2008 - June 2013
J&W Seligman Investments June 2007 - August 2008
Brand Pharm February 2005 - June 2007
Colgate-Palmolive April 2004 - February 2005
Pioneer Investments August 2003 - April 2004
Thomson & Thomson February 2003 - August 2003
Skills
Adobe Creative Suite, Graphics, QuarkXPress, InDesign, Graphic Design, Creative Direction, Brochures, Photoshop, Flash, Dreamweaver/HTML, Illustrator, Microsoft Office, Adobe Acrobat, Visual Communication, Art Direction, Corporate Identity, Layout, Logo Design, SharePoint, ExactTarget
Education
University of Connecticut 1996 — 2000
Bachelor of Arts, Visual Communications
Bernstein Global Wealth Management February 2014 - Present
Artio Global Investors September 2008 - June 2013
J&W Seligman Investments June 2007 - August 2008
Brand Pharm February 2005 - June 2007
Colgate-Palmolive April 2004 - February 2005
Pioneer Investments August 2003 - April 2004
Thomson & Thomson February 2003 - August 2003
Skills
Adobe Creative Suite, Graphics, QuarkXPress, InDesign, Graphic Design, Creative Direction, Brochures, Photoshop, Flash, Dreamweaver/HTML, Illustrator, Microsoft Office, Adobe Acrobat, Visual Communication, Art Direction, Corporate Identity, Layout, Logo Design, SharePoint, ExactTarget
Education
University of Connecticut 1996 — 2000
Bachelor of Arts, Visual Communications
Katherine Eleftherakis Katherine Eleftherakis's Pioneer Investments Experience February 2014 - Present
Job International OnBoarding Manager at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments February 2014 - Present
Pioneer Investments April 2012 - February 2014
Pioneer Investments May 2010 - April 2012
Pioneer Investments March 2009 - May 2010
Pioneer Investments September 2007 - March 2009
Skills
Series 63, Series 7, Relationship Management, Mutual Funds, Client Services, Asset Management, Financial Services, Asset Allocation, Securities, Alternative Investments, Fixed Income, FINRA, Equities, Investments, Sales
Education
University of New Hampshire 2003 — 2007
BA, Sociology, Psychology
Pioneer Investments February 2014 - Present
Pioneer Investments April 2012 - February 2014
Pioneer Investments May 2010 - April 2012
Pioneer Investments March 2009 - May 2010
Pioneer Investments September 2007 - March 2009
Skills
Series 63, Series 7, Relationship Management, Mutual Funds, Client Services, Asset Management, Financial Services, Asset Allocation, Securities, Alternative Investments, Fixed Income, FINRA, Equities, Investments, Sales
Education
University of New Hampshire 2003 — 2007
BA, Sociology, Psychology
Cathy Penabad's Pioneer Investments Experience 1986 - 1996
Job Retirement Education Consultant at AXA Equitable
Industry Financial Services
Experience
AXA Equitable November 2010 - Present
The Hartford January 2007 - November 2010
MFS Investment Management February 2000 - January 2007
LPL Financial 1996 - 1999
LPL Financial 1996 - 1999
Pioneer Investments 1986 - 1996
Skills
Explaining 401(k)..., Help plan sponsors..., Able to conduct..., Assist Marketing Dept...., Guide advisors and..., Develop Communication..., Research, Portfolio Management, Investments, Financial Services, Mutual Funds, Employee Benefits, Marketing, Retirement, Retirement Planning, Financial Advisory, Fixed Annuities, Wealth Management
Education
University of Massachusetts Boston 1980 — 1985
Bachelor of Arts (BA), Economics
AXA Equitable November 2010 - Present
The Hartford January 2007 - November 2010
MFS Investment Management February 2000 - January 2007
LPL Financial 1996 - 1999
LPL Financial 1996 - 1999
Pioneer Investments 1986 - 1996
Skills
Explaining 401(k)..., Help plan sponsors..., Able to conduct..., Assist Marketing Dept...., Guide advisors and..., Develop Communication..., Research, Portfolio Management, Investments, Financial Services, Mutual Funds, Employee Benefits, Marketing, Retirement, Retirement Planning, Financial Advisory, Fixed Annuities, Wealth Management
Education
University of Massachusetts Boston 1980 — 1985
Bachelor of Arts (BA), Economics
Bradley Galko's Pioneer Investments Experience April 2001 - June 2013
Job VP, Senior Research Analyst at Eaton Vance
Industry Financial Services
Experience
Eaton Vance June 2013 - Present
Pioneer Investments April 2001 - June 2013
Morgan Stanley July 1994 - April 2001
Morgan Stanley March 1993 - June 1994
Morgan Stanley July 1991 - February 1993
Education
University of Notre Dame 1987 — 1991
BBA, Finance and Business Economics
Eaton Vance June 2013 - Present
Pioneer Investments April 2001 - June 2013
Morgan Stanley July 1994 - April 2001
Morgan Stanley March 1993 - June 1994
Morgan Stanley July 1991 - February 1993
Education
University of Notre Dame 1987 — 1991
BBA, Finance and Business Economics
Lynn Cadigan Lynn Cadigan's Pioneer Investments Experience 1995 - 2000
Job Project and Training Coordinator at Ropes & Gray LLP
Industry Law Practice
Experience
Ropes & Gray LLP January 2012 - Present
Grand Circle Corporation July 2010 - September 2011
Eaton Vance Investment Managers October 2005 - June 2010
Eaton Vance Investment Managers March 2003 - October 2005
Vinfen Corporation November 2000 - March 2003
Pioneer Investments 1995 - 2000
Skills
Human Resources, Performance Management, Training, Leadership, Workshop Facilitation, Organizational..., Coaching, Talent Acquisition, Employee Benefits, Customer Service, Program Management, Succession Planning, Leadership Development, Management, Onboarding, Employee Relations, Talent Management, Executive Coaching, Policy, Interviews, Employee Engagement, Change Management, Process Improvement, Employee Training, Microsoft Excel, Career Development, Conflict Resolution, Management Development, Instructional Design, Organizational..., Nonprofits, Recruiting, New Hire Orientations, Team Building, Project Management, Microsoft Office
Education
Suffolk University 2005 — 2008
M.S. Adult and Organizational Learning
University of Massachusetts Dartmouth 1988 — 1992
B.A. Sociology and Elementary Education Certification
Ropes & Gray LLP January 2012 - Present
Grand Circle Corporation July 2010 - September 2011
Eaton Vance Investment Managers October 2005 - June 2010
Eaton Vance Investment Managers March 2003 - October 2005
Vinfen Corporation November 2000 - March 2003
Pioneer Investments 1995 - 2000
Skills
Human Resources, Performance Management, Training, Leadership, Workshop Facilitation, Organizational..., Coaching, Talent Acquisition, Employee Benefits, Customer Service, Program Management, Succession Planning, Leadership Development, Management, Onboarding, Employee Relations, Talent Management, Executive Coaching, Policy, Interviews, Employee Engagement, Change Management, Process Improvement, Employee Training, Microsoft Excel, Career Development, Conflict Resolution, Management Development, Instructional Design, Organizational..., Nonprofits, Recruiting, New Hire Orientations, Team Building, Project Management, Microsoft Office
Education
Suffolk University 2005 — 2008
M.S. Adult and Organizational Learning
University of Massachusetts Dartmouth 1988 — 1992
B.A. Sociology and Elementary Education Certification
Steve Milosavljevic Steve Milosavljevic's Pioneer Investments Experience April 2007 - September 2009
Job Financial Systems Consultant at Linedata
Industry Financial Services
Experience
Linedata February 2011 - Present
Pioneer Investments April 2007 - September 2009
Boston Financial Data Services April 1997 - April 2007
Skills
Mutual Funds, Hedge Funds, Securities, Financial Services, Equities, Alternative Investments, Derivatives, Fixed Income, Customer Service, Relationship Management, Process Improvement, Risk Management, Market Data, Management
Education
University of Massachusetts, Amherst
Linedata February 2011 - Present
Pioneer Investments April 2007 - September 2009
Boston Financial Data Services April 1997 - April 2007
Skills
Mutual Funds, Hedge Funds, Securities, Financial Services, Equities, Alternative Investments, Derivatives, Fixed Income, Customer Service, Relationship Management, Process Improvement, Risk Management, Market Data, Management
Education
University of Massachusetts, Amherst
Libby E. Liebig's Pioneer Investments Experience April 2004 - August 2005
Job Principal Senior Compliance Manager at Mercer Investments
Industry Investment Management
Experience
Mercer Investments July 2014 - Present
Straightline October 2012 - June 2014
Liebig and Associates October 2004 - October 2012
FrontLine Compliance, LLC December 2011 - April 2012
NorthPointe Capital September 2008 - July 2011
HarbourVest Partners, LLC July 2006 - August 2008
Babson Capital Management LLC August 2005 - July 2006
Pioneer Investments April 2004 - August 2005
Lee Munder Capital Group March 2001 - April 2004
The LMCG Funds March 2001 - August 2002
Skills
Investment Advisor..., Investment Advisor..., Business Strategy, Business Development, Policies and Procedures, SEC Rules and..., 1940 Act, Investment Company Act, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Publisher, Creative Writing, Report Writing, Executive Management
Education
New England College of Business and Finance 2011 — 2012
MBA
University of Phoenix 2001 — 2004
BS, Business Management
Seaholm 1983 — 1987
Seaholm
Mercer Investments July 2014 - Present
Straightline October 2012 - June 2014
Liebig and Associates October 2004 - October 2012
FrontLine Compliance, LLC December 2011 - April 2012
NorthPointe Capital September 2008 - July 2011
HarbourVest Partners, LLC July 2006 - August 2008
Babson Capital Management LLC August 2005 - July 2006
Pioneer Investments April 2004 - August 2005
Lee Munder Capital Group March 2001 - April 2004
The LMCG Funds March 2001 - August 2002
Skills
Investment Advisor..., Investment Advisor..., Business Strategy, Business Development, Policies and Procedures, SEC Rules and..., 1940 Act, Investment Company Act, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Publisher, Creative Writing, Report Writing, Executive Management
Education
New England College of Business and Finance 2011 — 2012
MBA
University of Phoenix 2001 — 2004
BS, Business Management
Seaholm 1983 — 1987
Seaholm
Brian Mulley Brian Mulley's Pioneer Investments Experience October 2001 - October 2004
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2005 - Present
State Street 2004 - 2005
Pioneer Investments October 2001 - October 2004
Putnam Investments October 1999 - October 2001
Skills
Series 7, Series 63, Fixed Income, Equities, Alternative Investments, Hedge Funds, Bloomberg, Asset Allocation, Capital Markets, Mutual Funds, Securities, Asset Management, Derivatives, Investments, Portfolio Management, Investment Strategies, Wealth Management, FINRA, Investment Management, Investment Banking, ETFs, Valuation, Series 24
Education
University of Massachusetts Lowell 1997 — 2001
BS, Finance
Morgan Stanley November 2005 - Present
State Street 2004 - 2005
Pioneer Investments October 2001 - October 2004
Putnam Investments October 1999 - October 2001
Skills
Series 7, Series 63, Fixed Income, Equities, Alternative Investments, Hedge Funds, Bloomberg, Asset Allocation, Capital Markets, Mutual Funds, Securities, Asset Management, Derivatives, Investments, Portfolio Management, Investment Strategies, Wealth Management, FINRA, Investment Management, Investment Banking, ETFs, Valuation, Series 24
Education
University of Massachusetts Lowell 1997 — 2001
BS, Finance
Jeff Stafford Jeff Stafford's Pioneer Investments Experience January 2001 - January 2002
Job Data Analyst with an Accounting & Finance Background
Industry Financial Services
Experience
Advanced Business & Automation Solutions, LLC March 2015 - Present
Farm Credit Bank of Texas January 2013 - February 2015
Avail Search Group August 2011 - October 2012
Amherst Securities Group LP June 2008 - July 2011
Citibank Hedge Funds February 2006 - March 2008
Sovereign Bank October 2004 - January 2006
MidFirst Bank December 2002 - October 2004
Pioneer Investments January 2001 - January 2002
Skills
Finance, Financial Analysis, Investments, Accounting, Analysis, Securities, Derivatives, Equities, Bloomberg, Hedge Funds, Banking, Mutual Funds, Credit, Trading, Portfolio Management, Credit Analysis, Customer Service, Structured Finance, Direct Sales, Alternative Investments, Mortgage Lending, Fixed Income, Account Reconciliation, Microsoft Excel, Strategic Financial..., Options, Loans, Risk Management, Asset Management, Valuation, Forecasting, QuickBooks, Financial Modeling, Cash Management, Data Mining, Microsoft Office, Microsoft SQL Server, SQL, Real Estate Finance, Financial Accounting, Inside Sales, General Ledger, Account Management, Financial Services, Loan Origination, Fund Accounting, Microstrategy, MicroStrategy Reporting, Financial Risk, Financial Planning
Education
Pepperdine University (U.S. News Top 50 School) 1997 — 2001
Bachelor of Science, Finance, 3.5
University of Canberra 1998 — 2000
Bachelor of Science (B.S.), Accounting and Finance
Advanced Business & Automation Solutions, LLC March 2015 - Present
Farm Credit Bank of Texas January 2013 - February 2015
Avail Search Group August 2011 - October 2012
Amherst Securities Group LP June 2008 - July 2011
Citibank Hedge Funds February 2006 - March 2008
Sovereign Bank October 2004 - January 2006
MidFirst Bank December 2002 - October 2004
Pioneer Investments January 2001 - January 2002
Skills
Finance, Financial Analysis, Investments, Accounting, Analysis, Securities, Derivatives, Equities, Bloomberg, Hedge Funds, Banking, Mutual Funds, Credit, Trading, Portfolio Management, Credit Analysis, Customer Service, Structured Finance, Direct Sales, Alternative Investments, Mortgage Lending, Fixed Income, Account Reconciliation, Microsoft Excel, Strategic Financial..., Options, Loans, Risk Management, Asset Management, Valuation, Forecasting, QuickBooks, Financial Modeling, Cash Management, Data Mining, Microsoft Office, Microsoft SQL Server, SQL, Real Estate Finance, Financial Accounting, Inside Sales, General Ledger, Account Management, Financial Services, Loan Origination, Fund Accounting, Microstrategy, MicroStrategy Reporting, Financial Risk, Financial Planning
Education
Pepperdine University (U.S. News Top 50 School) 1997 — 2001
Bachelor of Science, Finance, 3.5
University of Canberra 1998 — 2000
Bachelor of Science (B.S.), Accounting and Finance
Shawn Demerjian's Pioneer Investments Experience April 2005 - January 2007
Job Account Manager at Dunn Solutions Group
Industry Information Technology and Services
Experience
Dunn Solutions Group March 2014 - Present
Dunn Solutions Group April 2013 - February 2014
Infinata (a Financial Times Group company) July 2011 - February 2013
Infinata October 2009 - June 2011
Celent January 2007 - December 2008
Pioneer Investments April 2005 - January 2007
Zoom Information June 2004 - February 2005
Skills
Account Management, Business Intelligence..., Business Intelligence, Mutual Funds, Email Marketing, Sales, Marketing, Salesforce.com, Analytics, CRM, Strategy, Lead Generation, Business Development, Marketing Strategy, SaaS, Competitive Analysis, Sales Operations, Strategic Partnerships, Solution Selling
Education
Eberhard-Karls-Universität Tübingen
University of Massachusetts, Amherst
Dunn Solutions Group March 2014 - Present
Dunn Solutions Group April 2013 - February 2014
Infinata (a Financial Times Group company) July 2011 - February 2013
Infinata October 2009 - June 2011
Celent January 2007 - December 2008
Pioneer Investments April 2005 - January 2007
Zoom Information June 2004 - February 2005
Skills
Account Management, Business Intelligence..., Business Intelligence, Mutual Funds, Email Marketing, Sales, Marketing, Salesforce.com, Analytics, CRM, Strategy, Lead Generation, Business Development, Marketing Strategy, SaaS, Competitive Analysis, Sales Operations, Strategic Partnerships, Solution Selling
Education
Eberhard-Karls-Universität Tübingen
University of Massachusetts, Amherst
Neil Leahey, CIMA®, AIF® Neil Leahey, CIMA®, AIF®'s Pioneer Investments Experience 2007 - Present
Job Senior Vice President at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments 2007 - Present
Merrill Lynch 2004 - 2007
Skills
Financial Services, Asset Allocation, Wealth Management, Financial Advisory, 401k, Series 7, Retirement Planning, Alternative Investments, Separately Managed..., Retirement, Investments, Investment Management, Portfolio Management, Mutual Funds, Series 63, Finance, Series 6
Education
University of Massachusetts Dartmouth 1987 — 1990
BS, Biology-Pre Med
Pioneer Investments 2007 - Present
Merrill Lynch 2004 - 2007
Skills
Financial Services, Asset Allocation, Wealth Management, Financial Advisory, 401k, Series 7, Retirement Planning, Alternative Investments, Separately Managed..., Retirement, Investments, Investment Management, Portfolio Management, Mutual Funds, Series 63, Finance, Series 6
Education
University of Massachusetts Dartmouth 1987 — 1990
BS, Biology-Pre Med
Livia Foo Livia Foo's Pioneer Investments Experience April 2000 - May 2003
Job Director, American Express
Industry Financial Services
Experience
American Express June 2011 - Present
American Express April 2009 - June 2011
American Express June 2006 - April 2009
GE Capital July 2005 - June 2006
Pioneer Investments April 2000 - May 2003
Brown Brothers Harriman December 1998 - April 2000
Pro Capital, Ltd. June 1997 - August 1997
Skills
Relationship Management, Data Analysis, Project Management, Plannning, Financial Modeling, Financial Analysis, Portfolio Management, Analytics, Valuation, Financial Services, Risk Management, Corporate Finance, Strategic Planning, Forecasting, Credit Cards, Finance, Mergers & Acquisitions, Analysis, Business Planning, Leadership
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2003 — 2005
MBA, Competitive & Organizational Strategy, Marketing (w/ emphasis in Brand Management)
University of Michigan 1994 — 1998
BA, Economics
American Express June 2011 - Present
American Express April 2009 - June 2011
American Express June 2006 - April 2009
GE Capital July 2005 - June 2006
Pioneer Investments April 2000 - May 2003
Brown Brothers Harriman December 1998 - April 2000
Pro Capital, Ltd. June 1997 - August 1997
Skills
Relationship Management, Data Analysis, Project Management, Plannning, Financial Modeling, Financial Analysis, Portfolio Management, Analytics, Valuation, Financial Services, Risk Management, Corporate Finance, Strategic Planning, Forecasting, Credit Cards, Finance, Mergers & Acquisitions, Analysis, Business Planning, Leadership
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2003 — 2005
MBA, Competitive & Organizational Strategy, Marketing (w/ emphasis in Brand Management)
University of Michigan 1994 — 1998
BA, Economics
Andrea Pesaturo Andrea Pesaturo's Pioneer Investments Experience September 2012 - March 2014
Job Professional Development Training Specialist at Tufts Clinical and Translational Science Institute (CTSI)
Industry Hospital & Health Care
Experience
Tufts Clinical and Translational Science Institute (CTSI) March 2014 - Present
Pioneer Investments September 2012 - March 2014
Pioneer Investments September 2011 - September 2012
Investor Group Services (IGS) April 2011 - July 2011
University of San Francisco June 2010 - December 2010
Agent Au Pair May 2009 - December 2010
Granite Telecommunications May 2008 - August 2008
Melrose YMCA May 2005 - August 2007
Skills
Training, Customer Service, Microsoft Excel, Management, Finance, Mutual Funds, Marketing, Microsoft Office, Outlook, Interviews, Data Entry, Investments
Education
University of San Francisco 2007 — 2010
BA, Communication Studies
Melrose High School
Melrose High School
Tufts Clinical and Translational Science Institute (CTSI) March 2014 - Present
Pioneer Investments September 2012 - March 2014
Pioneer Investments September 2011 - September 2012
Investor Group Services (IGS) April 2011 - July 2011
University of San Francisco June 2010 - December 2010
Agent Au Pair May 2009 - December 2010
Granite Telecommunications May 2008 - August 2008
Melrose YMCA May 2005 - August 2007
Skills
Training, Customer Service, Microsoft Excel, Management, Finance, Mutual Funds, Marketing, Microsoft Office, Outlook, Interviews, Data Entry, Investments
Education
University of San Francisco 2007 — 2010
BA, Communication Studies
Melrose High School
Melrose High School
Maurizio Ferconi's Pioneer Investments Experience February 2000 - March 2002
Job Managing Director, Global Head of Investment Risk Management at Barclays Global Investors
Industry Investment Management
Experience
Barclays Global Investors April 2008 - Present
Putnam Investments March 2002 - March 2008
Pioneer Investments February 2000 - March 2002
Citadel Investments January 1999 - February 2000
TechHackers February 1998 - January 1999
Vanderbil University August 1995 - January 1998
Indiana University, Bloomington, Indiana January 1995 - July 1995
Institute for Theoretical Physics, University of California, Santa Barbara July 1994 - January 1995
Skills
Financial Modeling, Quantitative Research, Credit Risk, Market Risk, Fixed Income, Derivatives, Equities, Capital Markets, Asset Management, Quantitative Finance, Financial Markets, Risk, Emerging Markets, Quantitative Analysis, Hedge Funds, Asset Allocation, Investments, Operational Risk..., Market Data, Bonds, Options, FX, Analytics, Portfolio Optimization, Alternative Investments, Insurance, Investment Strategies, Financial Engineering
Education
University of Missouri-Columbia 1991 — 1995
Ph.D., Theoretical and Computational Physics
Barclays Global Investors April 2008 - Present
Putnam Investments March 2002 - March 2008
Pioneer Investments February 2000 - March 2002
Citadel Investments January 1999 - February 2000
TechHackers February 1998 - January 1999
Vanderbil University August 1995 - January 1998
Indiana University, Bloomington, Indiana January 1995 - July 1995
Institute for Theoretical Physics, University of California, Santa Barbara July 1994 - January 1995
Skills
Financial Modeling, Quantitative Research, Credit Risk, Market Risk, Fixed Income, Derivatives, Equities, Capital Markets, Asset Management, Quantitative Finance, Financial Markets, Risk, Emerging Markets, Quantitative Analysis, Hedge Funds, Asset Allocation, Investments, Operational Risk..., Market Data, Bonds, Options, FX, Analytics, Portfolio Optimization, Alternative Investments, Insurance, Investment Strategies, Financial Engineering
Education
University of Missouri-Columbia 1991 — 1995
Ph.D., Theoretical and Computational Physics
Thomas Zhang's Pioneer Investments Experience 2014 - 2015
Job Manager, Hadoop Ecosystem & Oracle administration
Industry Investment Banking
Experience
bank of america merrill Lynch March 2010 - Present
Pioneer Investments 2014 - 2015
Pioneer Investments 2014 - 2015
Chicago Police Department November 2007 - March 2010
Chicago Police Department May 2004 - November 2007
Chicago Police Department February 2003 - May 2004
Sayers, LLC November 1998 - October 2002
Skills
Oracle Certified DBA, Disaster Recovery, IT Operations, Data Modeling, Servers, Solution Architecture, Leadership, Information Security, Business Intelligence, Data Warehousing, Integration, Reference Data, Databases, Security, Oracle, Network Security, Enterprise Architecture, Program Management, Business Analysis, SDLC, Data Migration, Requirements Analysis, ETL, Unix, Data Warehouse..., IT Strategy, Sybase, Software Project..., Performance Tuning, PL/SQL, Database Design, Informatica, DB2, Business Objects, SOA, Big Data, Requirements Gathering, Agile Methodologies, SQL, Erwin, Unix Shell Scripting, Market Data, ITIL, IT Management, Enterprise Software
Education
University of Illinois at Chicago 1989 — 1996
Ph.D.
bank of america merrill Lynch March 2010 - Present
Pioneer Investments 2014 - 2015
Pioneer Investments 2014 - 2015
Chicago Police Department November 2007 - March 2010
Chicago Police Department May 2004 - November 2007
Chicago Police Department February 2003 - May 2004
Sayers, LLC November 1998 - October 2002
Skills
Oracle Certified DBA, Disaster Recovery, IT Operations, Data Modeling, Servers, Solution Architecture, Leadership, Information Security, Business Intelligence, Data Warehousing, Integration, Reference Data, Databases, Security, Oracle, Network Security, Enterprise Architecture, Program Management, Business Analysis, SDLC, Data Migration, Requirements Analysis, ETL, Unix, Data Warehouse..., IT Strategy, Sybase, Software Project..., Performance Tuning, PL/SQL, Database Design, Informatica, DB2, Business Objects, SOA, Big Data, Requirements Gathering, Agile Methodologies, SQL, Erwin, Unix Shell Scripting, Market Data, ITIL, IT Management, Enterprise Software
Education
University of Illinois at Chicago 1989 — 1996
Ph.D.
Cristian Segui's Pioneer Investments Experience October 1999 - March 2005
Job Senior Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2005 - Present
Pioneer Investments October 1999 - March 2005
Pioneer Investments 1999 - 2004
Education
University of California, Los Angeles
BA - MA
Fidelity Investments March 2005 - Present
Pioneer Investments October 1999 - March 2005
Pioneer Investments 1999 - 2004
Education
University of California, Los Angeles
BA - MA
Laura Maguire's Pioneer Investments Experience June 2013 - Present
Job Senior Fund Expense Analyst at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments June 2013 - Present
Babson Capital Management March 2013 - June 2013
Pioneer Investments October 2006 - March 2013
Pioneer Investments August 2005 - October 2006
University of Massachusetts Amherst 2004 - 2005
Skills
Financial Analysis, Finance, Mutual Funds, Account Reconciliation, Microsoft Excel, Auditing, PeopleSoft, Budgets, Outlook, Investments, Billing Process, Expense Reports, Project Management
Education
University of Massachusetts, Amherst 2001 — 2005
Bachelor of Arts, Economics
Pioneer Investments June 2013 - Present
Babson Capital Management March 2013 - June 2013
Pioneer Investments October 2006 - March 2013
Pioneer Investments August 2005 - October 2006
University of Massachusetts Amherst 2004 - 2005
Skills
Financial Analysis, Finance, Mutual Funds, Account Reconciliation, Microsoft Excel, Auditing, PeopleSoft, Budgets, Outlook, Investments, Billing Process, Expense Reports, Project Management
Education
University of Massachusetts, Amherst 2001 — 2005
Bachelor of Arts, Economics
Jonathan Phelps's Pioneer Investments Experience June 2000 - November 2001
Job Senior Customer Support Specialist at Curaspan Health Group
Industry Computer Software
Experience
Curaspan Health Group July 2012 - Present
Liaison International, Inc. March 2006 - July 2012
Booking Plus, Inc. November 2004 - March 2006
Paychex, Inc. October 2002 - October 2004
Pioneer Investments June 2000 - November 2001
Thingworld.com December 1998 - June 2000
CorpTech April 1997 - December 1998
Nashoba Cable / Cablevision Systems 1989 - 1997
Skills
Customer Service, JavaScript, Databases, SQL, HTML, Microsoft Excel, Training, Seminars, Web Development, Access, Account Management, Windows, Analysis, Troubleshooting, XP, Technical Support, Management, SaaS, Software Documentation, Salesforce.com, Business Analysis, XML
Education
University of Massachusetts Lowell 1981 — 1986
Curaspan Health Group July 2012 - Present
Liaison International, Inc. March 2006 - July 2012
Booking Plus, Inc. November 2004 - March 2006
Paychex, Inc. October 2002 - October 2004
Pioneer Investments June 2000 - November 2001
Thingworld.com December 1998 - June 2000
CorpTech April 1997 - December 1998
Nashoba Cable / Cablevision Systems 1989 - 1997
Skills
Customer Service, JavaScript, Databases, SQL, HTML, Microsoft Excel, Training, Seminars, Web Development, Access, Account Management, Windows, Analysis, Troubleshooting, XP, Technical Support, Management, SaaS, Software Documentation, Salesforce.com, Business Analysis, XML
Education
University of Massachusetts Lowell 1981 — 1986
Norman Cheung's Pioneer Investments Experience August 2010 - Present
Job IT Support at Pioneer Investments
Industry Information Technology and Services
Experience
Pioneer Investments August 2010 - Present
Pioneer Investments January 2006 - August 2010
Pioneer Investments January 2005 - January 2006
Pioneer Investments November 2002 - December 2004
Boston Financial Data Service 2000 - 2002
Skills
SharePoint, IT Service Management, SQL, Microsoft Exchange, Microsoft SQL Server, Troubleshooting, Infrastructure, Technical Support, Networking, Databases, SDLC, Disaster Recovery, Integration, IT Strategy, Active Directory
Education
University of Massachusetts, Amherst
Pioneer Investments August 2010 - Present
Pioneer Investments January 2006 - August 2010
Pioneer Investments January 2005 - January 2006
Pioneer Investments November 2002 - December 2004
Boston Financial Data Service 2000 - 2002
Skills
SharePoint, IT Service Management, SQL, Microsoft Exchange, Microsoft SQL Server, Troubleshooting, Infrastructure, Technical Support, Networking, Databases, SDLC, Disaster Recovery, Integration, IT Strategy, Active Directory
Education
University of Massachusetts, Amherst
Laura Tvrdy's Pioneer Investments Experience August 2006 - Present
Job Training Specialist
Industry Financial Services
Experience
Pioneer Investments August 2006 - Present
Skills
Customer Service, Microsoft Office, Leadership, Banking, Sales, Coaching, Investments, Public Speaking, Team Building, Team Leadership, Microsoft Word, Training, Financial Services, Microsoft Excel
Education
University of Nebraska at Omaha 1999 — 2002
Bachelor's Degree, Elementary Education and Teaching
ashland greenwood high school
ashland greenwood high school
ashland greenwood high school
Pioneer Investments August 2006 - Present
Skills
Customer Service, Microsoft Office, Leadership, Banking, Sales, Coaching, Investments, Public Speaking, Team Building, Team Leadership, Microsoft Word, Training, Financial Services, Microsoft Excel
Education
University of Nebraska at Omaha 1999 — 2002
Bachelor's Degree, Elementary Education and Teaching
ashland greenwood high school
ashland greenwood high school
ashland greenwood high school
Greg Buckley's Pioneer Investments Experience January 2007 - September 2010
Job Senior Equity Analyst
Industry Oil & Energy
Experience
Adams Funds September 2013 - Present
Surveyor Capital October 2010 - August 2012
Pioneer Investments January 2007 - September 2010
Derby Capital November 2001 - December 2006
Federated Investors 1999 - 2000
East Coast Capital 1996 - 1997
The New England 1992 - 1995
Skills
Equities, Equity Research, Portfolio Management, Asset Managment, Investments, Hedge Funds, Financial Analysis, Financial Modeling, Forecasting, Scenario Analysis, Energy
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1997 — 1999
MBA, Finance/Investments
Villanova University 1988 — 1992
Bachelor of Science, Business Administration
Adams Funds September 2013 - Present
Surveyor Capital October 2010 - August 2012
Pioneer Investments January 2007 - September 2010
Derby Capital November 2001 - December 2006
Federated Investors 1999 - 2000
East Coast Capital 1996 - 1997
The New England 1992 - 1995
Skills
Equities, Equity Research, Portfolio Management, Asset Managment, Investments, Hedge Funds, Financial Analysis, Financial Modeling, Forecasting, Scenario Analysis, Energy
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1997 — 1999
MBA, Finance/Investments
Villanova University 1988 — 1992
Bachelor of Science, Business Administration
David Cocks's Pioneer Investments Experience January 2012 - Present
Job Director of Sales Operations at Pioneer Investments
Industry Investment Management
Experience
Pioneer Investments January 2012 - Present
Pioneer Investments May 2005 - December 2011
Education
University of Oxford 1997 — 2005
DPhil, Applied Mathematics
King Edward VI Camp Hill Boys 1990 — 1997
Pioneer Investments January 2012 - Present
Pioneer Investments May 2005 - December 2011
Education
University of Oxford 1997 — 2005
DPhil, Applied Mathematics
King Edward VI Camp Hill Boys 1990 — 1997
Cy Aleman, CFP®'s Pioneer Investments Experience June 2012 - Present
Job Regional Vice President at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments June 2012 - Present
WBI Investments January 2011 - June 2012
ING Financial Partners July 2006 - November 2010
Old Mutual 2004 - 2006
OppenheimerFunds July 2002 - March 2004
Skills
401k, Alternative Investments, Asset Allocation, Financial Risk, Fixed Annuities, Investments, Leadership, Management, Marketing, Mutual Funds, Portfolio Management, Retirement, Retirement Planning, Sales, Sales Management, Securities, Series 6, Series 63, Series 7, Strategic Financial..., Variable Annuities, Wealth Management
Education
University of Oregon 1998 — 2002
BS, Political Science
Pioneer Investments June 2012 - Present
WBI Investments January 2011 - June 2012
ING Financial Partners July 2006 - November 2010
Old Mutual 2004 - 2006
OppenheimerFunds July 2002 - March 2004
Skills
401k, Alternative Investments, Asset Allocation, Financial Risk, Fixed Annuities, Investments, Leadership, Management, Marketing, Mutual Funds, Portfolio Management, Retirement, Retirement Planning, Sales, Sales Management, Securities, Series 6, Series 63, Series 7, Strategic Financial..., Variable Annuities, Wealth Management
Education
University of Oregon 1998 — 2002
BS, Political Science
Griff Dow's Pioneer Investments Experience 1997 - 2000
Job Regional Vice President at Horizon Investments
Industry Financial Services
Experience
Horizon Investments May 2014 - Present
Tactical Allocation Group November 2013 - May 2014
Columbia Management June 2011 - August 2013
PRUDENTIAL ANNUITIES April 2008 - May 2011
DELAWARE INVESTMENTS March 2007 - January 2008
LEGG MASON INC. (Formerly Salomon Brothers Asset Management) February 2003 - March 2007
Pioneer Investments 1997 - 2000
Skills
Separately Managed..., Mutual Funds, Alternative Investments, Series 63, Series 7, Investments, Bonds, Asset Allocation, Series 65, Hedge Funds, Wealth Management, Asset Managment, Investment Strategies, Portfolio Management, Fixed Annuities, Retirement, Securities, Investment Advisory, ETFs, Series 24, Uniform Combined State..., Series 6, 401k, FINRA, Fixed Income, Asset Management
Education
University of Massachusetts, Amherst 1983 — 1988
Bachelor of Science (BS)
Horizon Investments May 2014 - Present
Tactical Allocation Group November 2013 - May 2014
Columbia Management June 2011 - August 2013
PRUDENTIAL ANNUITIES April 2008 - May 2011
DELAWARE INVESTMENTS March 2007 - January 2008
LEGG MASON INC. (Formerly Salomon Brothers Asset Management) February 2003 - March 2007
Pioneer Investments 1997 - 2000
Skills
Separately Managed..., Mutual Funds, Alternative Investments, Series 63, Series 7, Investments, Bonds, Asset Allocation, Series 65, Hedge Funds, Wealth Management, Asset Managment, Investment Strategies, Portfolio Management, Fixed Annuities, Retirement, Securities, Investment Advisory, ETFs, Series 24, Uniform Combined State..., Series 6, 401k, FINRA, Fixed Income, Asset Management
Education
University of Massachusetts, Amherst 1983 — 1988
Bachelor of Science (BS)
Madelynn Matlock's Pioneer Investments Experience December 2012 - Present
Job SVP and Senior Portfolio Manager at Pioneer Investments
Industry Investment Management
Experience
Pioneer Investments December 2012 - Present
Huntington Bank 2002 - December 2012
Bartlett & Co. 1981 - 2001
Skills
Investments, Portfolio Management, Mutual Funds, Investment Strategies, Equities, Asset Managment, Financial Analysis, Pension Funds, Securities
Education
University of Cincinnati
BS, MBA, Philosophy & Lit, Finance
Pioneer Investments December 2012 - Present
Huntington Bank 2002 - December 2012
Bartlett & Co. 1981 - 2001
Skills
Investments, Portfolio Management, Mutual Funds, Investment Strategies, Equities, Asset Managment, Financial Analysis, Pension Funds, Securities
Education
University of Cincinnati
BS, MBA, Philosophy & Lit, Finance
Mark Kiniry's Pioneer Investments Experience 1997 - 2000
Job Senior Vice President, ALPS Portfolio Solutions
Industry Financial Services
Experience
ALPS Fund Services November 2013 - Present
Alps 2007 - 2013
Old Mutual Financial Network 2007 - 2008
Old Mutual Capital 2007 - 2007
Delaware Investments 2004 - 2007
Lincoln Financial Distributors 2000 - 2007
Pioneer Investments 1997 - 2000
Moseley 1982 - 1987
Skills
Series 7, Mutual Funds, Series 63, Alternative Investments, Asset Allocation, Leadership, Retirement Planning, Sales, Securities, Wealth Management, Asset Management, Finance, Financial Services, Investments, Relationship Management, Portfolio Management, Fixed Income, Investment Strategies, Investment Advisory, Sales Organization..., ETFs, Series 24
Education
The University of Connecticut 1978 — 1982
Bachelor of Science, Biology, General
ALPS Fund Services November 2013 - Present
Alps 2007 - 2013
Old Mutual Financial Network 2007 - 2008
Old Mutual Capital 2007 - 2007
Delaware Investments 2004 - 2007
Lincoln Financial Distributors 2000 - 2007
Pioneer Investments 1997 - 2000
Moseley 1982 - 1987
Skills
Series 7, Mutual Funds, Series 63, Alternative Investments, Asset Allocation, Leadership, Retirement Planning, Sales, Securities, Wealth Management, Asset Management, Finance, Financial Services, Investments, Relationship Management, Portfolio Management, Fixed Income, Investment Strategies, Investment Advisory, Sales Organization..., ETFs, Series 24
Education
The University of Connecticut 1978 — 1982
Bachelor of Science, Biology, General
Emily A. Irving, CFE, CAMS, CCS's Pioneer Investments Experience October 2012 - January 2015
Job AVP, Vendor Risk & Oversight Manager at Wellington Management
Industry Financial Services
Experience
Wellington Management January 2015 - Present
Pioneer Investments October 2012 - January 2015
The First Marblehead Corporation January 2011 - October 2012
First Marblehead Education Resources March 2006 - January 2011
Nashua Housing Authority May 2004 - March 2006
Riverside Community Care June 2002 - May 2004
University of Massachusetts Lowell 1999 - 2002
Skills
Certified Fraud Examiner, Skip Tracing, CAMS, Risk Management, CCS, Team Building, Program Management, Risk Assessment, Training, Data Analysis, Process Improvement, Customer Service, Vendor Management, Third Party Vendor..., Banking, Six Sigma, Performance Management, Management, Enterprise Risk..., Financial Risk, Cross-functional Team..., Internal Audit, Credit, Financial Services, Executive Management, Business Process..., Fraud, Analysis, Internal Controls, Financial Analysis, Due Diligence, Business Analysis, Portfolio Management, Call Centers
Education
University of Massachusetts at Lowell 2000 — 2002
Master of Arts, Criminal Justice
University of Massachusetts at Lowell
Bachelors of Arts & Sciences, Psychology
Wellington Management January 2015 - Present
Pioneer Investments October 2012 - January 2015
The First Marblehead Corporation January 2011 - October 2012
First Marblehead Education Resources March 2006 - January 2011
Nashua Housing Authority May 2004 - March 2006
Riverside Community Care June 2002 - May 2004
University of Massachusetts Lowell 1999 - 2002
Skills
Certified Fraud Examiner, Skip Tracing, CAMS, Risk Management, CCS, Team Building, Program Management, Risk Assessment, Training, Data Analysis, Process Improvement, Customer Service, Vendor Management, Third Party Vendor..., Banking, Six Sigma, Performance Management, Management, Enterprise Risk..., Financial Risk, Cross-functional Team..., Internal Audit, Credit, Financial Services, Executive Management, Business Process..., Fraud, Analysis, Internal Controls, Financial Analysis, Due Diligence, Business Analysis, Portfolio Management, Call Centers
Education
University of Massachusetts at Lowell 2000 — 2002
Master of Arts, Criminal Justice
University of Massachusetts at Lowell
Bachelors of Arts & Sciences, Psychology
Felicia Harrison's Pioneer Investments Experience October 2007 - Present
Job Senior Tax Accountant at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments October 2007 - Present
Goldstein Schechter Price January 2001 - September 2007
Education
University of Miami - School of Business 1999 — 2001
Pioneer Investments October 2007 - Present
Goldstein Schechter Price January 2001 - September 2007
Education
University of Miami - School of Business 1999 — 2001
Elliott Pedrick's Pioneer Investments Experience June 2011 - Present
Job Regional Vice President at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments June 2011 - Present
Ascensus August 2005 - June 2011
Enterprise Fund Distributors August 1999 - August 2005
Skills
Financial Services, Retirement Planning, Mutual Funds, Wealth Management, Series 7, FINRA, Retirement, 401k, Asset Allocation, Series 63, Investment Advisory, Asset Management, Investments, Defined Benefit, Sales, Investment Strategies, Alternative Investments, Securities, Portfolio Management, Pensions, Strategic Financial..., Insurance
Education
University of Florida - Warrington College of Business Administration
BA
Pioneer Investments June 2011 - Present
Ascensus August 2005 - June 2011
Enterprise Fund Distributors August 1999 - August 2005
Skills
Financial Services, Retirement Planning, Mutual Funds, Wealth Management, Series 7, FINRA, Retirement, 401k, Asset Allocation, Series 63, Investment Advisory, Asset Management, Investments, Defined Benefit, Sales, Investment Strategies, Alternative Investments, Securities, Portfolio Management, Pensions, Strategic Financial..., Insurance
Education
University of Florida - Warrington College of Business Administration
BA
Robert Pieroni's Pioneer Investments Experience January 2002 - November 2014
Job Vice President Director of Investment Operatons
Industry Investment Management
Experience
Eaton Vance January 2015 - Present
Pioneer Investments January 2002 - November 2014
John Hancock 1998 - 2002
Wellington Management 1995 - 1998
Investors Bank & Trust 1987 - 1995
Skills
Relationship Management, Mutual Funds, Investments, Financial Services, Strategic Planning, Business Strategy, New Business Development, Acquisition Integration, Operations Management, Financial Analysis, Management, Asset Management, Investment Management, Finance, Portfolio Management, Equities
Education
University of New Hampshire 2010 — 2012
Executive MBA, Business Administration, 3.95
University of New Hampshire 1984 — 1987
Bachelors, Mathematics
Eaton Vance January 2015 - Present
Pioneer Investments January 2002 - November 2014
John Hancock 1998 - 2002
Wellington Management 1995 - 1998
Investors Bank & Trust 1987 - 1995
Skills
Relationship Management, Mutual Funds, Investments, Financial Services, Strategic Planning, Business Strategy, New Business Development, Acquisition Integration, Operations Management, Financial Analysis, Management, Asset Management, Investment Management, Finance, Portfolio Management, Equities
Education
University of New Hampshire 2010 — 2012
Executive MBA, Business Administration, 3.95
University of New Hampshire 1984 — 1987
Bachelors, Mathematics
Mohammad Nourai's Pioneer Investments Experience March 2006 - May 2006
Job QA/BSA Analyst: Actively seeking new opportunities.
Industry Financial Services
Experience
Wells Fargo Wealth Management January 2015 - August 2015
State Street Global Markets, Boston, MA December 2013 - March 2014
Eagle Investment Systems LLC, Wellesley, MA. August 2011 - March 2013
State Street Global Investment January 2011 - August 2011
SSgA Global Investment Operations, Boston, MA January 2008 - January 2011
Federal Home Loan Bank May 2006 - January 2008
Pioneer Investments March 2006 - May 2006
Western Asset Management September 2005 - March 2006
Deutshe Bank Asset Management March 2005 - September 2005
Grantham, Mayo, Van Otterloo & Co. December 2004 - March 2005
Skills
Account Reconciliation, Asset Managment, Portfolio Management, Investments, Securities, Financial Services, Financial Analysis, Trading, Financial Modeling, Valuation, Risk Management, Bonds, Options, Strategy, Finance, Banking, Financial Risk, Accounting, SDLC, Mergers & Acquisitions, Back Office, Analysis, Middle Office, Asset Management, Fixed Income, Equities, Bloomberg, Derivatives, Mutual Funds, Investment Management
Education
University of Massachusetts Boston
B.S, Business Management; Accounting/Finance
Wells Fargo Wealth Management January 2015 - August 2015
State Street Global Markets, Boston, MA December 2013 - March 2014
Eagle Investment Systems LLC, Wellesley, MA. August 2011 - March 2013
State Street Global Investment January 2011 - August 2011
SSgA Global Investment Operations, Boston, MA January 2008 - January 2011
Federal Home Loan Bank May 2006 - January 2008
Pioneer Investments March 2006 - May 2006
Western Asset Management September 2005 - March 2006
Deutshe Bank Asset Management March 2005 - September 2005
Grantham, Mayo, Van Otterloo & Co. December 2004 - March 2005
Skills
Account Reconciliation, Asset Managment, Portfolio Management, Investments, Securities, Financial Services, Financial Analysis, Trading, Financial Modeling, Valuation, Risk Management, Bonds, Options, Strategy, Finance, Banking, Financial Risk, Accounting, SDLC, Mergers & Acquisitions, Back Office, Analysis, Middle Office, Asset Management, Fixed Income, Equities, Bloomberg, Derivatives, Mutual Funds, Investment Management
Education
University of Massachusetts Boston
B.S, Business Management; Accounting/Finance
Kimberly Gannis, AIF®'s Pioneer Investments Experience September 2009 - April 2012
Job Financial Advisor at PRIMESolutions Advisors, LLC
Industry Investment Management
Experience
PrimeSOLUTIONS Advisors, LLC May 2012 - Present
Pioneer Investments September 2009 - April 2012
American Century Investments July 2005 - December 2008
PNC Bank November 1994 - June 2005
William M. Mercer April 1990 - September 1994
Skills
Wealth Management, Financial Services, Sales, Change Management, 401k, Asset Allocation, Investment Advisory, Mutual Funds, Series 7, Retirement Planning, Retirement, Asset Managment, Investments, Series 6, Series 63, Defined Benefit, Pensions, Portfolio Management, Securities, Fixed Annuities, Equities, Investment Strategies, Fixed Income, Strategy, Retirement Plan..., ETFs, Defined Contribution, Asset Management
Education
University of Pittsburgh 1982 — 1986
BS, Mathematics
Brentwood
PrimeSOLUTIONS Advisors, LLC May 2012 - Present
Pioneer Investments September 2009 - April 2012
American Century Investments July 2005 - December 2008
PNC Bank November 1994 - June 2005
William M. Mercer April 1990 - September 1994
Skills
Wealth Management, Financial Services, Sales, Change Management, 401k, Asset Allocation, Investment Advisory, Mutual Funds, Series 7, Retirement Planning, Retirement, Asset Managment, Investments, Series 6, Series 63, Defined Benefit, Pensions, Portfolio Management, Securities, Fixed Annuities, Equities, Investment Strategies, Fixed Income, Strategy, Retirement Plan..., ETFs, Defined Contribution, Asset Management
Education
University of Pittsburgh 1982 — 1986
BS, Mathematics
Brentwood
Edward Watson's Pioneer Investments Experience November 2004 - December 2006
Job Portfolio Manager at Providence Investment Management
Industry Investment Management
Experience
Providence Investment Management 2011 - Present
ALM Group RBS Citizens Bank 2010 - 2010
MKP Capital Management December 2006 - November 2008
Pioneer Investments November 2004 - December 2006
Education
University of Maine 2000 — 2004
BA, Economics
Providence Investment Management 2011 - Present
ALM Group RBS Citizens Bank 2010 - 2010
MKP Capital Management December 2006 - November 2008
Pioneer Investments November 2004 - December 2006
Education
University of Maine 2000 — 2004
BA, Economics
Christopher Wyle's Pioneer Investments Experience November 1992 - April 1996
Job Director, Product Strategy at The Athene Group
Industry Financial Services
Experience
The Athene Group September 2014 - Present
Fidelity Investments July 2013 - March 2014
Fidelity Investments June 2007 - June 2013
Fidelity Investments June 2005 - May 2007
Fidelity Investments June 1999 - May 2005
Fidelity Investments May 1996 - May 1999
Pioneer Investments November 1992 - April 1996
Skills
Securities, Financial Services, Series 7, Mutual Funds, Series 63, Alternative Investments, Strategy, Portfolio Management, Management, Investments, Wealth Management, Business Analysis, Asset Management
Education
University of New Hampshire 1988 — 1992
Bachelor of Arts, English
The Athene Group September 2014 - Present
Fidelity Investments July 2013 - March 2014
Fidelity Investments June 2007 - June 2013
Fidelity Investments June 2005 - May 2007
Fidelity Investments June 1999 - May 2005
Fidelity Investments May 1996 - May 1999
Pioneer Investments November 1992 - April 1996
Skills
Securities, Financial Services, Series 7, Mutual Funds, Series 63, Alternative Investments, Strategy, Portfolio Management, Management, Investments, Wealth Management, Business Analysis, Asset Management
Education
University of New Hampshire 1988 — 1992
Bachelor of Arts, English
Chris Angland's Pioneer Investments Experience September 2005 - November 2008
Job Senior Marketing Strategist at RBC Global Asset Management
Industry Marketing and Advertising
Experience
RBC Global Asset Management June 2013 - Present
HCPro, Inc. August 2011 - May 2013
Eaton Vance July 2009 - August 2011
Pioneer Investments September 2005 - November 2008
Aon Risk Services February 2004 - September 2005
Sun Life Financial April 2001 - September 2003
Skills
Marketing Management, Marketing Strategy, Email Marketing, Marketing Communications, Integrated Marketing, Marketing, Mutual Funds, Direct Marketing, Social Media, Collateral, Strategic Planning, Digital Marketing, Online Advertising, Project Management, Advertising, Product Marketing, Direct Mail, Silverpop Engage, InCopy, MRM, Analytics, Cross-functional Team..., Multi-channel Marketing, Online Marketing, Lead Generation, Account Management, Management, Social Media Marketing, Market Research, Sales
Education
University of Massachusetts Dartmouth 1995 — 1999
BS, Marketing
RBC Global Asset Management June 2013 - Present
HCPro, Inc. August 2011 - May 2013
Eaton Vance July 2009 - August 2011
Pioneer Investments September 2005 - November 2008
Aon Risk Services February 2004 - September 2005
Sun Life Financial April 2001 - September 2003
Skills
Marketing Management, Marketing Strategy, Email Marketing, Marketing Communications, Integrated Marketing, Marketing, Mutual Funds, Direct Marketing, Social Media, Collateral, Strategic Planning, Digital Marketing, Online Advertising, Project Management, Advertising, Product Marketing, Direct Mail, Silverpop Engage, InCopy, MRM, Analytics, Cross-functional Team..., Multi-channel Marketing, Online Marketing, Lead Generation, Account Management, Management, Social Media Marketing, Market Research, Sales
Education
University of Massachusetts Dartmouth 1995 — 1999
BS, Marketing
Brendan Coleman's Pioneer Investments Experience December 2012 - April 2014
Job Internal Distribution Group at Windhaven Investment Management, Inc.
Industry Wholesale
Experience
Windhaven Investment Management, Inc. August 2015 - Present
F-Squared Investments April 2014 - July 2015
Pioneer Investments December 2012 - April 2014
RS Investments July 2009 - December 2012
BlackRock March 2008 - January 2009
BlackRock April 2005 - March 2008
Skills
Series 63, Mutual Funds, Series 6, Series 7, Investments, Securities, Asset Managment, Separately Managed..., Equities, Portfolio Management, Investment Management, Fixed Income, Asset Allocation, Investment Strategies, Retirement Planning, Asset Management, 401k, Sales Presentations, Sales
Education
University of Massachusetts, Amherst 2000 — 2005
ECON, ECON
Arlington
Windhaven Investment Management, Inc. August 2015 - Present
F-Squared Investments April 2014 - July 2015
Pioneer Investments December 2012 - April 2014
RS Investments July 2009 - December 2012
BlackRock March 2008 - January 2009
BlackRock April 2005 - March 2008
Skills
Series 63, Mutual Funds, Series 6, Series 7, Investments, Securities, Asset Managment, Separately Managed..., Equities, Portfolio Management, Investment Management, Fixed Income, Asset Allocation, Investment Strategies, Retirement Planning, Asset Management, 401k, Sales Presentations, Sales
Education
University of Massachusetts, Amherst 2000 — 2005
ECON, ECON
Arlington
Ryan Carrigan's Pioneer Investments Experience August 2005 - November 2008
Job Manager at Nuance Communications
Industry Information Technology and Services
Experience
Nuance Communications December 2014 - Present
Nuance Communications August 2011 - December 2014
Nuance Communications June 2009 - August 2011
Pioneer Investments August 2005 - November 2008
Skills
Technical Support, Linux, Unix, SQL, Computer Hardware, Visio, Business Analysis, Windows, Salesforce.com, Software Documentation, Microsoft SQL Server, VMware, Windows Server, Healthcare Information..., HL7, EMR, EHR, MySQL, Apache, PHP, JRun, Servlets, RightFax, Databases, SDLC, Requirements Analysis, Operating Systems, Java, Quality Assurance, Software Development, Testing, HTML, Troubleshooting, Active Directory, System Administration, XP, Integration, SharePoint, Software Project..., XML, ITIL, Team Leadership, Agile Methodologies
Education
University of Massachusetts at Lowell 2004 — 2009
Bachelor of Science (B.S.), Information Technology
Nuance Communications December 2014 - Present
Nuance Communications August 2011 - December 2014
Nuance Communications June 2009 - August 2011
Pioneer Investments August 2005 - November 2008
Skills
Technical Support, Linux, Unix, SQL, Computer Hardware, Visio, Business Analysis, Windows, Salesforce.com, Software Documentation, Microsoft SQL Server, VMware, Windows Server, Healthcare Information..., HL7, EMR, EHR, MySQL, Apache, PHP, JRun, Servlets, RightFax, Databases, SDLC, Requirements Analysis, Operating Systems, Java, Quality Assurance, Software Development, Testing, HTML, Troubleshooting, Active Directory, System Administration, XP, Integration, SharePoint, Software Project..., XML, ITIL, Team Leadership, Agile Methodologies
Education
University of Massachusetts at Lowell 2004 — 2009
Bachelor of Science (B.S.), Information Technology
Brian Jermyn's Pioneer Investments Experience September 2010 - Present
Job Sr. Business Systems Analyst at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments September 2010 - Present
Pioneer Investments June 2006 - September 2010
Pioneer Investments October 2002 - June 2006
Pioneer Investments July 1997 - October 2002
Skills
Mutual Funds, Series 7, Asset Management, Series 63, Equities, Fixed Income, Securities, Alternative Investments, FINRA, Wealth Management
Education
University of Massachusetts, Amherst 1987 — 1992
BM, Music
University of Massachusetts, Amherst 1987 — 1992
BA, Legal Studies
Pioneer Investments September 2010 - Present
Pioneer Investments June 2006 - September 2010
Pioneer Investments October 2002 - June 2006
Pioneer Investments July 1997 - October 2002
Skills
Mutual Funds, Series 7, Asset Management, Series 63, Equities, Fixed Income, Securities, Alternative Investments, FINRA, Wealth Management
Education
University of Massachusetts, Amherst 1987 — 1992
BM, Music
University of Massachusetts, Amherst 1987 — 1992
BA, Legal Studies
Peter Correggio's Pioneer Investments Experience 1991 - 1998
Job AVP, Sales Practice Compliance Manager at Eaton Vance
Industry Financial Services
Experience
Eaton Vance June 2015 - Present
Delaware Life Insurance Company April 2001 - June 2015
United Asset Management August 1998 - October 2000
Pioneer Investments 1991 - 1998
Education
University of Massachusetts Boston
Eaton Vance June 2015 - Present
Delaware Life Insurance Company April 2001 - June 2015
United Asset Management August 1998 - October 2000
Pioneer Investments 1991 - 1998
Education
University of Massachusetts Boston
Arun Karna's Pioneer Investments Experience Research AnalystState Street global AdvisorsJune 2000 - March 2007
Job Sr Quant Analyst at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments Research AnalystState Street global AdvisorsJune 2000 - March 2007
Education
National Institute of technology Jamshedpur, India
B.Sc.Engineering, Mechanical Engineering, Advanced Math
University of Rhode Island
MBA, App Math, Finance, Manufacturing
Pioneer Investments Research AnalystState Street global AdvisorsJune 2000 - March 2007
Education
National Institute of technology Jamshedpur, India
B.Sc.Engineering, Mechanical Engineering, Advanced Math
University of Rhode Island
MBA, App Math, Finance, Manufacturing
Bill Flick, CIMA's Pioneer Investments Experience March 2012 - December 2014
Job Vice President, External Investment Consultant at Allianz Global Investors
Industry Investment Management
Experience
Allianz Global Investors December 2014 - Present
Pioneer Investments March 2012 - December 2014
Columbia Management May 2006 - March 2012
Wachovia Securities, LLC January 2003 - May 2006
Education
University of South Carolina - Darla Moore School of Business 1998 — 2002
BA, Finance
Allianz Global Investors December 2014 - Present
Pioneer Investments March 2012 - December 2014
Columbia Management May 2006 - March 2012
Wachovia Securities, LLC January 2003 - May 2006
Education
University of South Carolina - Darla Moore School of Business 1998 — 2002
BA, Finance
Christopher Stevo, CFA's Pioneer Investments Experience October 2012 - Present
Job Healthcare Equity Analyst and Portfolio Manager
Industry Investment Management
Experience
Pioneer Investments October 2012 - Present
Putnam Investments June 1999 - March 2012
Enron September 1994 - August 1997
Skills
Equity Research, Equity Valuation, Financial Modeling, Asset Managment, Equities, Portfolio Management, Healthcare, International Investment, Global Investment..., Japanese market, European Markets, Emerging Markets, Pharmaceutical Industry, Biotechnology Industry, Medical Technology, Chartered Financial..., Investment Management, Generic Drugs, DCF Valuation, Biosimilars, Healthcare Reimbursement, Mutual Funds, Investments, Valuation, Asset Management, Bloomberg, Value Investing, Capital Markets, Hedge Funds
Education
University of Chicago 1997 — 1999
Master of Business Administration, Finance and Accounting
University of Pennsylvania - The Wharton School 1990 — 1994
Bachelor of Science in Economics, Finance
Pioneer Investments October 2012 - Present
Putnam Investments June 1999 - March 2012
Enron September 1994 - August 1997
Skills
Equity Research, Equity Valuation, Financial Modeling, Asset Managment, Equities, Portfolio Management, Healthcare, International Investment, Global Investment..., Japanese market, European Markets, Emerging Markets, Pharmaceutical Industry, Biotechnology Industry, Medical Technology, Chartered Financial..., Investment Management, Generic Drugs, DCF Valuation, Biosimilars, Healthcare Reimbursement, Mutual Funds, Investments, Valuation, Asset Management, Bloomberg, Value Investing, Capital Markets, Hedge Funds
Education
University of Chicago 1997 — 1999
Master of Business Administration, Finance and Accounting
University of Pennsylvania - The Wharton School 1990 — 1994
Bachelor of Science in Economics, Finance
Eddi Doyle's Pioneer Investments Experience 2006 - Present
Job equity trader at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments 2006 - Present
Skills
Series 7, Equities, Bloomberg, Hedge Funds, Series 63, Trading, Fixed Income, Equity Trading, Securities, Capital Markets, Investments, Mutual Funds, Options, Alternative Investments, Derivatives, Trading Systems, FINRA, Asset Management, Portfolio Management, Financial Markets, Electronic Trading, Bonds
Education
University of Massachusetts, Amherst 1988 — 1992
Economics
Pioneer Investments 2006 - Present
Skills
Series 7, Equities, Bloomberg, Hedge Funds, Series 63, Trading, Fixed Income, Equity Trading, Securities, Capital Markets, Investments, Mutual Funds, Options, Alternative Investments, Derivatives, Trading Systems, FINRA, Asset Management, Portfolio Management, Financial Markets, Electronic Trading, Bonds
Education
University of Massachusetts, Amherst 1988 — 1992
Economics
Marcia V. Banciu's Pioneer Investments Experience October 2003 - March 2009
Job Project Manager/Sr Business Analyst
Industry Financial Services
Experience
Boston University IS&T PMO 2014 - 2015
Brown Brothers Harriman PMO May 2013 - September 2013
State Street Corporation May 2010 - January 2013
Fidelity Investments December 2009 - April 2010
Pioneer Investments October 2003 - March 2009
Center for Strategy Research June 2002 - October 2003
State Street Global Advisors, Boston, MA January 1998 - May 2002
Skills
Business Analysis, Project Management, Quality Assurance, Business Requirements, SDLC, Vendor Selection &..., Business Process..., Fixed Income, IT Leadership, Use Case Analysis, Resourcing Estimates, Portfolio Analytics, Client Reporting, Global Operations, Systems Analysis, Technology Conversions, Equities, Modified Agile, Investment Instruments, Asset Management, Program Management, Process Improvement, Data Mapping, Market Data, Functional..., Corporate Accounting, Global Project Delivery, Client Onboarding
Education
University of Michigan
BA
Boston University IS&T PMO 2014 - 2015
Brown Brothers Harriman PMO May 2013 - September 2013
State Street Corporation May 2010 - January 2013
Fidelity Investments December 2009 - April 2010
Pioneer Investments October 2003 - March 2009
Center for Strategy Research June 2002 - October 2003
State Street Global Advisors, Boston, MA January 1998 - May 2002
Skills
Business Analysis, Project Management, Quality Assurance, Business Requirements, SDLC, Vendor Selection &..., Business Process..., Fixed Income, IT Leadership, Use Case Analysis, Resourcing Estimates, Portfolio Analytics, Client Reporting, Global Operations, Systems Analysis, Technology Conversions, Equities, Modified Agile, Investment Instruments, Asset Management, Program Management, Process Improvement, Data Mapping, Market Data, Functional..., Corporate Accounting, Global Project Delivery, Client Onboarding
Education
University of Michigan
BA
Gordon Burrow's Pioneer Investments Experience August 2009 - Present
Job Vice President Regional Wholesaler at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments August 2009 - Present
PIONEER INVSTMENTS August 2009 - Present
2003-2007AIM INVESTMENTS, INC January 2008 - Present
2008-2009 January 2008 - August 2009
2003-2007AIM INVESTMENTS, INC January 2003 - December 2007
AIM Investments 1993 - 2007
AIM INVESTMENTS, INC January 2001 - January 2003
AIM INVESTMENTS, INC January 2001 - January 2003
AIM INVESTMENTS, INC January 1997 - January 2001
AIM INVESTMENTS, INC January 1997 - January 2001
Skills
Series 6, Mutual Funds, Separately Managed..., Series 7
Education
University of North Texas 1988 — 1992
BA, Communications
University of North Texas 1988 — 1992
Bachelor of Arts, Communications
University of North Texas
Bachelor of Arts, Communications
Pioneer Investments August 2009 - Present
PIONEER INVSTMENTS August 2009 - Present
2003-2007AIM INVESTMENTS, INC January 2008 - Present
2008-2009 January 2008 - August 2009
2003-2007AIM INVESTMENTS, INC January 2003 - December 2007
AIM Investments 1993 - 2007
AIM INVESTMENTS, INC January 2001 - January 2003
AIM INVESTMENTS, INC January 2001 - January 2003
AIM INVESTMENTS, INC January 1997 - January 2001
AIM INVESTMENTS, INC January 1997 - January 2001
Skills
Series 6, Mutual Funds, Separately Managed..., Series 7
Education
University of North Texas 1988 — 1992
BA, Communications
University of North Texas 1988 — 1992
Bachelor of Arts, Communications
University of North Texas
Bachelor of Arts, Communications
George Zranov's Pioneer Investments Experience December 2007 - May 2015
Job Director RIA West Investment Specialst Group at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management May 2015 - Present
Pioneer Investments December 2007 - May 2015
Pioneer Investments January 2007 - June 2010
Thornburg Investment Management February 2007 - December 2007
OppenheimerFunds June 2006 - January 2007
Bear Stearns June 2005 - August 2005
Skills
Separately Managed..., Series 7, Mutual Funds, Series 63, Asset Allocation, Uniform Combined State..., Series 24, Series 6, Investments, Asset Managment, Series 65, ETFs, Investment Advisory, Investment Strategies, Wealth Management, Asset Management
Education
University of Colorado at Denver
Bachelor's Degree, Finance
MFS Investment Management May 2015 - Present
Pioneer Investments December 2007 - May 2015
Pioneer Investments January 2007 - June 2010
Thornburg Investment Management February 2007 - December 2007
OppenheimerFunds June 2006 - January 2007
Bear Stearns June 2005 - August 2005
Skills
Separately Managed..., Series 7, Mutual Funds, Series 63, Asset Allocation, Uniform Combined State..., Series 24, Series 6, Investments, Asset Managment, Series 65, ETFs, Investment Advisory, Investment Strategies, Wealth Management, Asset Management
Education
University of Colorado at Denver
Bachelor's Degree, Finance
Hollis Smith, CIMA®'s Pioneer Investments Experience August 2006 - July 2010
Job Relationship Manager at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services June 2012 - Present
Pioneer Investments August 2006 - July 2010
Pioneer Investments June 2004 - August 2006
John Hancock Funds January 2001 - June 2004
John Hancock Funds August 1999 - February 2001
Skills
Market Analysis, Asset Allocation, Retirement Planning, Wealth Management, Investments, 401k, Separately Managed..., Alternative Investments, Securities, Retirement
Education
University of Rhode Island 1993 — 1997
B.A, Marine Affairs
John Hancock Financial Services June 2012 - Present
Pioneer Investments August 2006 - July 2010
Pioneer Investments June 2004 - August 2006
John Hancock Funds January 2001 - June 2004
John Hancock Funds August 1999 - February 2001
Skills
Market Analysis, Asset Allocation, Retirement Planning, Wealth Management, Investments, 401k, Separately Managed..., Alternative Investments, Securities, Retirement
Education
University of Rhode Island 1993 — 1997
B.A, Marine Affairs
Christy Chan's Pioneer Investments Experience May 2014 - Present
Job Investment Operations Analyst at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments May 2014 - Present
Sun Life Financial August 2011 - May 2014
GlobeOp Financial Services February 2008 - August 2011
Skills
Bloomberg, Equities, Fixed Income, Derivatives, Securities, Mutual Funds, Hedge Funds, Alternative Investments, Asset Management, Financial Analysis
Education
The University of Connecticut
Bachelor of Science
Pioneer Investments May 2014 - Present
Sun Life Financial August 2011 - May 2014
GlobeOp Financial Services February 2008 - August 2011
Skills
Bloomberg, Equities, Fixed Income, Derivatives, Securities, Mutual Funds, Hedge Funds, Alternative Investments, Asset Management, Financial Analysis
Education
The University of Connecticut
Bachelor of Science
James Chekos's Pioneer Investments Experience July 2008 - Present
Job Senior Compliance Specialist at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments July 2008 - Present
hi8us 2001 - 2011
Fidelity Investments August 2002 - June 2008
Skills
SEC reporting, SEC filings, Securities, Mutual Funds, Financial Risk, Fraud, FINRA, Financial Analysis, Fixed Income, Hedge Funds, Alternative Investments, Equities
Education
University of Massachusetts, Amherst 1997 — 2001
BA, Economics
Pioneer Investments July 2008 - Present
hi8us 2001 - 2011
Fidelity Investments August 2002 - June 2008
Skills
SEC reporting, SEC filings, Securities, Mutual Funds, Financial Risk, Fraud, FINRA, Financial Analysis, Fixed Income, Hedge Funds, Alternative Investments, Equities
Education
University of Massachusetts, Amherst 1997 — 2001
BA, Economics
Abdullah Yaseer's Pioneer Investments Experience January 2005 - April 2010
Job Social Insurance Specialist
Industry Government Administration
Experience
Social Security Administration June 2012 - Present
Social Security Administration April 2010 - June 2012
Pioneer Investments January 2005 - April 2010
Skills
Public Speaking, Writing, Word, Public Relations, Customer Service, Community Outreach, Microsoft Office, Microsoft Word, Research, Government, Leadership, Microsoft Excel, Nonprofits, Policy Analysis, Policy, Analysis, Data Analysis, PowerPoint, Training, Team Building, Program Management, Team Leadership, Leadership Development, Strategic Planning, Public Policy, Federal Government, Legal Research, Conflict Resolution, Public Administration, Legal Writing, Program Evaluation, Sales, Access, Outlook, Marketing
Education
University of Nebraska at Omaha 1998 — 2004
BA, International Business
Social Security Administration June 2012 - Present
Social Security Administration April 2010 - June 2012
Pioneer Investments January 2005 - April 2010
Skills
Public Speaking, Writing, Word, Public Relations, Customer Service, Community Outreach, Microsoft Office, Microsoft Word, Research, Government, Leadership, Microsoft Excel, Nonprofits, Policy Analysis, Policy, Analysis, Data Analysis, PowerPoint, Training, Team Building, Program Management, Team Leadership, Leadership Development, Strategic Planning, Public Policy, Federal Government, Legal Research, Conflict Resolution, Public Administration, Legal Writing, Program Evaluation, Sales, Access, Outlook, Marketing
Education
University of Nebraska at Omaha 1998 — 2004
BA, International Business
Melissa (Bradley) Walsh, CFA's Pioneer Investments Experience December 2012 - May 2014
Job Financial Advisor at Samuel Financial LLC
Industry Financial Services
Experience
Samuel Financial LLC May 2014 - Present
Pioneer Investments December 2012 - May 2014
Commonwealth Financial Network April 2012 - December 2012
Commonwealth Financial Network June 2008 - April 2012
Education
University of Michigan 2005 — 2007
BA
UNC Chapel Hill 2004 — 2005
Samuel Financial LLC May 2014 - Present
Pioneer Investments December 2012 - May 2014
Commonwealth Financial Network April 2012 - December 2012
Commonwealth Financial Network June 2008 - April 2012
Education
University of Michigan 2005 — 2007
BA
UNC Chapel Hill 2004 — 2005
Shaunagh O'Brien's Pioneer Investments Experience 2004 - 2006
Job Desktop administrator at The Active Network
Industry Computer Hardware
Experience
The Active Network August 2011 - Present
Insurance Corporation of British Columbia February 2011 - August 2011
eBay November 2006 - January 2011
eBay Paypal November 2006 - January 2011
Pioneer Investments 2004 - 2006
Skills
Active Directory, Vendor Management, Windows 7, Technical Support, VMware, Windows Server, Servers, Cisco Call Manager, Microsoft Exchange, Computer Hardware, Powershell, Blackberry Enterprise..., iPhone Support, Mac OS
Education
University of Limerick 1998 — 2002
Information Technology and Telecommunications, IT, Telecoms
The Active Network August 2011 - Present
Insurance Corporation of British Columbia February 2011 - August 2011
eBay November 2006 - January 2011
eBay Paypal November 2006 - January 2011
Pioneer Investments 2004 - 2006
Skills
Active Directory, Vendor Management, Windows 7, Technical Support, VMware, Windows Server, Servers, Cisco Call Manager, Microsoft Exchange, Computer Hardware, Powershell, Blackberry Enterprise..., iPhone Support, Mac OS
Education
University of Limerick 1998 — 2002
Information Technology and Telecommunications, IT, Telecoms
Andrew Strauss's Pioneer Investments Experience October 2013 - Present
Job Client Service Representative at Pioneer Investments
Industry Marketing and Advertising
Experience
Pioneer Investments October 2013 - Present
Radius Financial Group inc. July 2012 - October 2013
Personal brokerage 2008 - 2013
Topside Detailing August 2010 - October 2011
Bridge Realty Group July 2008 - September 2010
Beaver Summer Programs June 2006 - August 2007
Skills
Social Media, PowerPoint, Microsoft Office, Market Research, Microsoft Excel, Public Relations, Sales, Microsoft Word, Cold Calling, Social Media Marketing, Marketing, Facebook, Advertising, Qualifying Prospects, Account Management, Fundraising, Public Speaking, Sales Operations, Social Networking, Financial Analysis
Education
The University of Connecticut 2008 — 2012
Bachelor of Science (B.S.), Resource Economics
Pioneer Investments October 2013 - Present
Radius Financial Group inc. July 2012 - October 2013
Personal brokerage 2008 - 2013
Topside Detailing August 2010 - October 2011
Bridge Realty Group July 2008 - September 2010
Beaver Summer Programs June 2006 - August 2007
Skills
Social Media, PowerPoint, Microsoft Office, Market Research, Microsoft Excel, Public Relations, Sales, Microsoft Word, Cold Calling, Social Media Marketing, Marketing, Facebook, Advertising, Qualifying Prospects, Account Management, Fundraising, Public Speaking, Sales Operations, Social Networking, Financial Analysis
Education
The University of Connecticut 2008 — 2012
Bachelor of Science (B.S.), Resource Economics
Christian Coly's Pioneer Investments Experience December 2006 - June 2007
Job Fund Accountant at State Street Bank
Industry Financial Services
Experience
State Street Bank 2007 - Present
Pioneer Investments December 2006 - June 2007
Skills
Corporate Actions, Fund Administration, Financial Statements, Account Reconciliation, Fund Accounting, Cash Management, Bloomberg, Cash, Mutual Funds, Securities, Settlement, Financial Analysis, Valuation, Corporate Finance, Financial Services
Education
University of Massachusetts Boston 2004 — 2007
Bachelor's Degree, Accounting
State Street Bank 2007 - Present
Pioneer Investments December 2006 - June 2007
Skills
Corporate Actions, Fund Administration, Financial Statements, Account Reconciliation, Fund Accounting, Cash Management, Bloomberg, Cash, Mutual Funds, Securities, Settlement, Financial Analysis, Valuation, Corporate Finance, Financial Services
Education
University of Massachusetts Boston 2004 — 2007
Bachelor's Degree, Accounting
Janet Whynacht's Pioneer Investments Experience May 2000 - October 2003
Job Vice President Independent Verification Basel III
Industry Financial Services
Experience
State Street August 2014 - Present
Whitridge Associates September 2013 - August 2014
Starpoint Solutions May 2013 - September 2013
XpertTech Inc October 2012 - May 2013
Citizens Bank August 2007 - August 2012
Citizens Bank November 2006 - August 2007
State Street March 2005 - November 2006
Business Edge Solutions December 2004 - March 2005
Bank of America October 2003 - December 2004
Pioneer Investments May 2000 - October 2003
Skills
Fixed Income, Risk Management, Financial Risk, Credit Risk, Basel II, Derivatives, Equities, Financial Services, Financial Analysis, Credit Analysis, Operational Risk, Business Requirements, Process Improvement, Analysis, Project Management, Business Process, Business Analysis, Investments, Operational Risk..., Trading, Finance, Enterprise Risk..., Relationship Management, Mutual Funds, SDLC, Vendor Management, Trading Systems, Risk Analysis, Internal Controls, Financial Reporting, Requirements Gathering, Governance, Middle Office, Investment Management, PMO, Bonds, Securities, Accounting, Software Documentation, Management
Education
University of Massachusetts Dartmouth 1982 — 1987
Bachelor of Science (B.S.), Finance, General
Fairhaven High School 1979 — 1982
Finance, General
State Street August 2014 - Present
Whitridge Associates September 2013 - August 2014
Starpoint Solutions May 2013 - September 2013
XpertTech Inc October 2012 - May 2013
Citizens Bank August 2007 - August 2012
Citizens Bank November 2006 - August 2007
State Street March 2005 - November 2006
Business Edge Solutions December 2004 - March 2005
Bank of America October 2003 - December 2004
Pioneer Investments May 2000 - October 2003
Skills
Fixed Income, Risk Management, Financial Risk, Credit Risk, Basel II, Derivatives, Equities, Financial Services, Financial Analysis, Credit Analysis, Operational Risk, Business Requirements, Process Improvement, Analysis, Project Management, Business Process, Business Analysis, Investments, Operational Risk..., Trading, Finance, Enterprise Risk..., Relationship Management, Mutual Funds, SDLC, Vendor Management, Trading Systems, Risk Analysis, Internal Controls, Financial Reporting, Requirements Gathering, Governance, Middle Office, Investment Management, PMO, Bonds, Securities, Accounting, Software Documentation, Management
Education
University of Massachusetts Dartmouth 1982 — 1987
Bachelor of Science (B.S.), Finance, General
Fairhaven High School 1979 — 1982
Finance, General
Doreen Bossi's Pioneer Investments Experience June 1999 - August 2002
Job Financial Services Professional
Industry Financial Services
Experience
State Street Bank August 2005 - October 2006
Pioneer Investments June 1999 - August 2002
Fidelity Investments March 1997 - November 1998
Keyport Life Insurance Co. (Liberty Mutual companies) July 1991 - March 1997
Education
University of New Hampshire
B.S., Businesss Administration
State Street Bank August 2005 - October 2006
Pioneer Investments June 1999 - August 2002
Fidelity Investments March 1997 - November 1998
Keyport Life Insurance Co. (Liberty Mutual companies) July 1991 - March 1997
Education
University of New Hampshire
B.S., Businesss Administration
Mary Salman's Pioneer Investments Experience July 2012 - January 2013
Job Business Analyst at Mercer
Industry Financial Services
Experience
Mercer January 2015 - Present
PTC January 2013 - January 2015
Pioneer Investments July 2012 - January 2013
State Street August 2009 - July 2012
Skills
Business Analysis, Data Analysis, Financial Analysis, Microsoft Office, Mutual Funds, Investments, Fixed Income, Derivatives, Equities, Bloomberg, Business Intelligence..., Treasury Management, Bloomberg Terminal
Education
Endicott College 2013 — 2015
Master of Business Administration (M.B.A.), Finance, General, GPA: 3.94 Summa Cum Laude
University of Massachusetts Boston 2005 — 2010
BS, Finance
Mercer January 2015 - Present
PTC January 2013 - January 2015
Pioneer Investments July 2012 - January 2013
State Street August 2009 - July 2012
Skills
Business Analysis, Data Analysis, Financial Analysis, Microsoft Office, Mutual Funds, Investments, Fixed Income, Derivatives, Equities, Bloomberg, Business Intelligence..., Treasury Management, Bloomberg Terminal
Education
Endicott College 2013 — 2015
Master of Business Administration (M.B.A.), Finance, General, GPA: 3.94 Summa Cum Laude
University of Massachusetts Boston 2005 — 2010
BS, Finance
Colman Flanagan's Pioneer Investments Experience September 2015 - Present
Job University of Massachusetts, Amherst
Industry Financial Services
Experience
Pioneer Investments September 2015 - Present
Pioneer Investments September 2014 - Present
State Street February 2013 - June 2014
The Baseball Tavern May 2012 - August 2013
D & D Interior Painting September 2009 - August 2012
Milton Park and Recreation June 2008 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Economics, Time Management, Data Analysis, Public Speaking, Research
Education
University of Massachusetts, Amherst 2010 — 2014
Bachelor of Arts (B.A.), Economics, Graduated
Milton High School 2006 — 2010
Pioneer Investments September 2015 - Present
Pioneer Investments September 2014 - Present
State Street February 2013 - June 2014
The Baseball Tavern May 2012 - August 2013
D & D Interior Painting September 2009 - August 2012
Milton Park and Recreation June 2008 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Economics, Time Management, Data Analysis, Public Speaking, Research
Education
University of Massachusetts, Amherst 2010 — 2014
Bachelor of Arts (B.A.), Economics, Graduated
Milton High School 2006 — 2010
Joseph Carlino's Pioneer Investments Experience February 2000 - August 2004
Job Sr. Windows Engineer at Vantiv
Industry Computer Software
Experience
Vantiv October 2014 - Present
Capgemini March 2013 - October 2014
Microsoft September 2006 - February 2013
Monster September 2004 - August 2006
Pioneer Investments February 2000 - August 2004
UNICCO Service Company May 1999 - February 2000
Harvard University July 1997 - May 1999
Skills
Active Directory, Disaster Recovery, DNS, Windows Server, Powershell, VMware, System Deployment, Virtualization, DHCP, Network Administration, Technical Support, High Availability, Group Policy, Software Documentation, Technical Writing
Education
University of Massachusetts at Lowell 2004 — 2005
Medford High School 1982 — 1986
Vantiv October 2014 - Present
Capgemini March 2013 - October 2014
Microsoft September 2006 - February 2013
Monster September 2004 - August 2006
Pioneer Investments February 2000 - August 2004
UNICCO Service Company May 1999 - February 2000
Harvard University July 1997 - May 1999
Skills
Active Directory, Disaster Recovery, DNS, Windows Server, Powershell, VMware, System Deployment, Virtualization, DHCP, Network Administration, Technical Support, High Availability, Group Policy, Software Documentation, Technical Writing
Education
University of Massachusetts at Lowell 2004 — 2005
Medford High School 1982 — 1986
Sara Kumar's Pioneer Investments Experience July 2013 - October 2013
Job Financial Analyst at State Street
Industry Investment Banking
Experience
State Street January 2015 - Present
Pioneer Investments July 2013 - October 2013
State Street 2010 - 2013
State Street 2007 - 2010
State Street 2004 - 2007
State Street 2002 - 2004
State Street 1998 - 2002
State Street 1997 - 1998
US Trust (now Citizens Bank) 1989 - 1997
Neworld Bank 1988 - 1989
Skills
Deadline Oriented, Dependable Team Player, Flexible and Aadaptable, Resourceful..., Analysis and Reporting, Financial Forecasting..., Account Reconciliation, Financial Transactions, Microsoft Excel, Pivot Tables, Communication, Hyperion Essbase, Longview Khalix, Oracle Financial..., Hogan (DDA), Attention to Detail, Microsoft Outlook, Accounting, Essbase, Variance Analysis, General Ledger
Education
Mysore University
Bachelor's degree, Biological Science
Mysore University
Master's degree, Biological Science
State Street January 2015 - Present
Pioneer Investments July 2013 - October 2013
State Street 2010 - 2013
State Street 2007 - 2010
State Street 2004 - 2007
State Street 2002 - 2004
State Street 1998 - 2002
State Street 1997 - 1998
US Trust (now Citizens Bank) 1989 - 1997
Neworld Bank 1988 - 1989
Skills
Deadline Oriented, Dependable Team Player, Flexible and Aadaptable, Resourceful..., Analysis and Reporting, Financial Forecasting..., Account Reconciliation, Financial Transactions, Microsoft Excel, Pivot Tables, Communication, Hyperion Essbase, Longview Khalix, Oracle Financial..., Hogan (DDA), Attention to Detail, Microsoft Outlook, Accounting, Essbase, Variance Analysis, General Ledger
Education
Mysore University
Bachelor's degree, Biological Science
Mysore University
Master's degree, Biological Science
Venita Bluford's Pioneer Investments Experience
Job Field underwriter at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments
Skills
Fixed Annuities, Insurance, Underwriting
Education
University of Phoenix
Business Administration
University of Phoenix
Business Administration
Pioneer Investments
Skills
Fixed Annuities, Insurance, Underwriting
Education
University of Phoenix
Business Administration
University of Phoenix
Business Administration
Kyle Sinclair's Pioneer Investments Experience 2007 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
Pioneer Investments 2007 - 2013
Education
University of Nebraska-Lincoln 2002 — 2006
Bachelor of Business Administration (BBA), Finance and Management
Pioneer Investments 2007 - 2013
Education
University of Nebraska-Lincoln 2002 — 2006
Bachelor of Business Administration (BBA), Finance and Management
T Rowe Price
The Blackstone Group
Lazard
ING Investment Management
Deutsche Asset Management
Lazard Asset Management
Natixis Global Asset Management
Harvard Management Company