SCS Financial
Industry: Company
DescriptionSubsidiary: SCS Financial Services, Asset Management Arm Parent organization: Focus Financial Partners
SCS Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at SCS Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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SCS Financial Employees
Employee
Years
Job
Industry
Kevin Sakofs Kevin Sakofs's SCS Financial Experience 2011 - January 2015
Job PIRA Energy Group
Industry Oil & Energy
Experience
PIRA Energy Group January 2015 - Present
SCS Financial 2011 - January 2015
The Archstone Partnerships May 2010 - July 2010
Education
Miami University 2008 — 2011
Finance
PIRA Energy Group January 2015 - Present
SCS Financial 2011 - January 2015
The Archstone Partnerships May 2010 - July 2010
Education
Miami University 2008 — 2011
Finance
Martine Costello Martine Costello's SCS Financial Experience 2015 - Present
Job Director of Marketing and Communications at SCS Financial
Industry Financial Services
Experience
SCS Financial 2015 - Present
BNY Mellon Wealth Management 2013 - 2014
Goldman Sachs 2009 - 2013
Legg Mason 2007 - 2009
Allianz Global Investors 2003 - 2007
CNNMoney 1997 - 2003
New Haven Register 1989 - 1997
Skills
Marketing Communications, Brand Development, Collateral Material..., Product Marketing, Online Marketing, Investment Strategies, Writing, Editing, White Papers, Advertising Copy, Interactive Solutions, Online Journalism, Business Journalism, Feature Writing, Fixed Income, Insurance, Online Video, Personal Finance, Website Redesign, Website Development, Series 24, Pianist, French, Copywriting, Feature Articles, Fund Of Funds, Hedge Funds, Editorial, Investor Relations, Marketing, Management, Social Media Marketing, Journalism, Equities, Asset Management, Alternative Investments
Education
Lehigh University
BA, Double major in journalism and government
Miss Porter's School
SCS Financial 2015 - Present
BNY Mellon Wealth Management 2013 - 2014
Goldman Sachs 2009 - 2013
Legg Mason 2007 - 2009
Allianz Global Investors 2003 - 2007
CNNMoney 1997 - 2003
New Haven Register 1989 - 1997
Skills
Marketing Communications, Brand Development, Collateral Material..., Product Marketing, Online Marketing, Investment Strategies, Writing, Editing, White Papers, Advertising Copy, Interactive Solutions, Online Journalism, Business Journalism, Feature Writing, Fixed Income, Insurance, Online Video, Personal Finance, Website Redesign, Website Development, Series 24, Pianist, French, Copywriting, Feature Articles, Fund Of Funds, Hedge Funds, Editorial, Investor Relations, Marketing, Management, Social Media Marketing, Journalism, Equities, Asset Management, Alternative Investments
Education
Lehigh University
BA, Double major in journalism and government
Miss Porter's School
Bobby Conley Bobby Conley's SCS Financial Experience July 2011 - Present
Job Operations Analyst at SCS Financial
Industry Financial Services
Experience
SCS Financial July 2011 - Present
Athena Capital Advisors August 2010 - June 2011
LEGO October 2009 - January 2010
Stax Inc. 2010 - 2010
Sun Life Financial May 2009 - August 2009
Babson Capital Management May 2008 - August 2008
Morgan Stanley Smith Barney May 2007 - January 2008
Skills
Financial Services, Analytics, Equities, Bloomberg, Hedge Funds
Education
Isenberg School of Management, UMass Amherst 2005 — 2009
BBA, Finance
SCS Financial July 2011 - Present
Athena Capital Advisors August 2010 - June 2011
LEGO October 2009 - January 2010
Stax Inc. 2010 - 2010
Sun Life Financial May 2009 - August 2009
Babson Capital Management May 2008 - August 2008
Morgan Stanley Smith Barney May 2007 - January 2008
Skills
Financial Services, Analytics, Equities, Bloomberg, Hedge Funds
Education
Isenberg School of Management, UMass Amherst 2005 — 2009
BBA, Finance
Bonnie Cho's SCS Financial Experience December 2011 - August 2012
Job Vice President at VIDRIO Financial
Industry Financial Services
Experience
VIDRIO Financial LLC September 2012 - July 2015
SCS Financial December 2011 - August 2012
State Street July 2008 - December 2011
Viacom June 2007 - August 2007
Skills
Valuation, Private Equity, Operations Management, Data Analysis, Finance, Alternative Investments, Business Process..., Fund Administration, Hedge Funds, Social Media, Client Liaison, Fund Of Funds, Fund Accounting
Education
Boston University - School of Management 2005 — 2008
Bachelor of Science in Business Administration, Finance
Baruch College, City University of New York (CUNY) 2004 — 2005
VIDRIO Financial LLC September 2012 - July 2015
SCS Financial December 2011 - August 2012
State Street July 2008 - December 2011
Viacom June 2007 - August 2007
Skills
Valuation, Private Equity, Operations Management, Data Analysis, Finance, Alternative Investments, Business Process..., Fund Administration, Hedge Funds, Social Media, Client Liaison, Fund Of Funds, Fund Accounting
Education
Boston University - School of Management 2005 — 2008
Bachelor of Science in Business Administration, Finance
Baruch College, City University of New York (CUNY) 2004 — 2005
Dan Stroller's SCS Financial Experience June 2011 - August 2011
Job Equity Research Associate at Susquehanna International Group, LLP (SIG)
Industry Financial Services
Experience
Susquehanna International Group, LLP (SIG) January 2014 - Present
Oppenheimer & Co. July 2013 - January 2014
Hughey Center for Financial Services September 2009 - May 2013
Bentley Investment Group April 2012 - April 2013
Oppenheimer & Co. June 2012 - August 2012
Bentley Investment Group October 2011 - April 2012
SCS Financial June 2011 - August 2011
Skills
Investments, Valuation, Bloomberg, Equities, Financial Analysis, Portfolio Management, Finance, Trading, Investment Banking, Mutual Funds, Capital IQ, Mergers & Acquisitions, Financial Modeling, Morningstar
Education
Bentley University 2009 — 2013
B.S., Corporate Finance and Accounting
Rumson Fair Haven Regional High School
Susquehanna International Group, LLP (SIG) January 2014 - Present
Oppenheimer & Co. July 2013 - January 2014
Hughey Center for Financial Services September 2009 - May 2013
Bentley Investment Group April 2012 - April 2013
Oppenheimer & Co. June 2012 - August 2012
Bentley Investment Group October 2011 - April 2012
SCS Financial June 2011 - August 2011
Skills
Investments, Valuation, Bloomberg, Equities, Financial Analysis, Portfolio Management, Finance, Trading, Investment Banking, Mutual Funds, Capital IQ, Mergers & Acquisitions, Financial Modeling, Morningstar
Education
Bentley University 2009 — 2013
B.S., Corporate Finance and Accounting
Rumson Fair Haven Regional High School
Andrew Schollaert's SCS Financial Experience July 2012 - January 2013
Job
Industry Investment Management
Experience
State Street May 2013 - Present
SCS Financial July 2012 - January 2013
Essex Investment Management July 2011 - August 2012
MFS Investment Management July 2010 - December 2010
Skills
Trading, Valuation, Microsoft Office, Alternative Investments, Series 7, Investment Strategies, Economics, Hedge Funds, Fixed Income, Derivatives, Investments, Financial Modeling, Equities, Bloomberg, ETFs, Portfolio Management, Equity Research, Private Equity, Investment Management
Education
Northeastern University 2008 — 2013
Bachelor of Science (BS), Finance
Singapore American School
State Street May 2013 - Present
SCS Financial July 2012 - January 2013
Essex Investment Management July 2011 - August 2012
MFS Investment Management July 2010 - December 2010
Skills
Trading, Valuation, Microsoft Office, Alternative Investments, Series 7, Investment Strategies, Economics, Hedge Funds, Fixed Income, Derivatives, Investments, Financial Modeling, Equities, Bloomberg, ETFs, Portfolio Management, Equity Research, Private Equity, Investment Management
Education
Northeastern University 2008 — 2013
Bachelor of Science (BS), Finance
Singapore American School
J. Brandt Becker J. Brandt Becker's SCS Financial Experience August 2008 - Present
Job Investment Operations Analyst at SCS Financial
Industry Financial Services
Experience
SCS Financial August 2008 - Present
RREEF September 2006 - July 2008
Skills
Advent Portfolio..., Morningstar Direct, PerTrac, Morningstar API, Bloomberg, Perform, Microsoft Office
Education
University of Pittsburgh
Bachelor of Arts (B.A.), Psychology
SCS Financial August 2008 - Present
RREEF September 2006 - July 2008
Skills
Advent Portfolio..., Morningstar Direct, PerTrac, Morningstar API, Bloomberg, Perform, Microsoft Office
Education
University of Pittsburgh
Bachelor of Arts (B.A.), Psychology
John Zippelli's SCS Financial Experience January 2013 - July 2013
Job Business Development at Omnis Capital Management, LLC
Industry Financial Services
Experience
Omnis Capital Management, LLC September 2013 - Present
Northeastern University September 2010 - May 2014
SCS Financial January 2013 - July 2013
New England Pension Consultants (NEPC) January 2012 - July 2012
Olejo, Inc July 2011 - December 2011
Bistro Blanc August 2009 - August 2010
Classic Sleep Products May 2007 - August 2007
Skills
Microsoft Excel, Salesforce.com, Social Media, Strategic Leadership, PowerPoint, International Business, Excel, Conversational in..., Studied basic Chinese, Experienced in..., Financial Analysis, Financial Reporting, Equity Trading, Fixed Income, Hedge Funds, Mutual Funds, Investment Banking, Alternative Investments
Education
Northeastern University 2010 — 2014
Bachelor of Science, Business Administration; Finance
John Cabot University 2012 — 2012
International Finance
Beijing Language and Culture University 2011 — 2011
Chinese
River Hill High School 2006 — 2010
Omnis Capital Management, LLC September 2013 - Present
Northeastern University September 2010 - May 2014
SCS Financial January 2013 - July 2013
New England Pension Consultants (NEPC) January 2012 - July 2012
Olejo, Inc July 2011 - December 2011
Bistro Blanc August 2009 - August 2010
Classic Sleep Products May 2007 - August 2007
Skills
Microsoft Excel, Salesforce.com, Social Media, Strategic Leadership, PowerPoint, International Business, Excel, Conversational in..., Studied basic Chinese, Experienced in..., Financial Analysis, Financial Reporting, Equity Trading, Fixed Income, Hedge Funds, Mutual Funds, Investment Banking, Alternative Investments
Education
Northeastern University 2010 — 2014
Bachelor of Science, Business Administration; Finance
John Cabot University 2012 — 2012
International Finance
Beijing Language and Culture University 2011 — 2011
Chinese
River Hill High School 2006 — 2010
Eric Dyer Eric Dyer's SCS Financial Experience January 2012 - August 2012
Job Analyst at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs June 2013 - Present
Northeastern University Collegiate Alternative Investments Summit March 2012 - Present
SCS Financial January 2012 - August 2012
Wellington Management Company January 2011 - July 2011
State Street Corporation January 2010 - June 2010
Viaflo Corp. May 2007 - August 2009
Skills
Bloomberg Terminal, Microsoft Excel, Microsoft Word, Microsoft Office, Bloomberg, Trade Operations, PerTrac, Morningstar Direct, Bonds, Finance, Securities, Outlook, Valuation, Access, Fund Accounting
Education
Northeastern University 2008 — 2013
Bachelor of Science in Business Administration, Dual Concentration in Finance and Entrepreneurship, magna cum laude
Goldman Sachs June 2013 - Present
Northeastern University Collegiate Alternative Investments Summit March 2012 - Present
SCS Financial January 2012 - August 2012
Wellington Management Company January 2011 - July 2011
State Street Corporation January 2010 - June 2010
Viaflo Corp. May 2007 - August 2009
Skills
Bloomberg Terminal, Microsoft Excel, Microsoft Word, Microsoft Office, Bloomberg, Trade Operations, PerTrac, Morningstar Direct, Bonds, Finance, Securities, Outlook, Valuation, Access, Fund Accounting
Education
Northeastern University 2008 — 2013
Bachelor of Science in Business Administration, Dual Concentration in Finance and Entrepreneurship, magna cum laude
Kathleen Longo Kathleen Longo's SCS Financial Experience July 2014 - Present
Job Client Advisor at SCS Financial
Industry Financial Services
Experience
SCS Financial July 2014 - Present
Daintree Advisors LLC January 2014 - July 2014
Daintree Advisors LLC July 2011 - November 2013
Education
Fairfield University 2007 — 2011
Bachelor of Science, Finance, General
SCS Financial July 2014 - Present
Daintree Advisors LLC January 2014 - July 2014
Daintree Advisors LLC July 2011 - November 2013
Education
Fairfield University 2007 — 2011
Bachelor of Science, Finance, General
Kyle Spalding Kyle Spalding's SCS Financial Experience July 2015 - Present
Job Analyst at SCS Financial
Industry Financial Services
Experience
SCS Financial July 2015 - Present
Vista Point Advisors June 2014 - August 2014
Poplar Partners January 2014 - March 2014
W.R. Huff Asset Management June 2012 - September 2012
Skills
Microsoft Excel
Education
Dartmouth College 2011 — 2015
B.A., Economics
Universitat de Barcelona 2013 — 2013
Dartmouth Language Study Abroad Program
Colts Neck High School 2007 — 2011
SCS Financial July 2015 - Present
Vista Point Advisors June 2014 - August 2014
Poplar Partners January 2014 - March 2014
W.R. Huff Asset Management June 2012 - September 2012
Skills
Microsoft Excel
Education
Dartmouth College 2011 — 2015
B.A., Economics
Universitat de Barcelona 2013 — 2013
Dartmouth Language Study Abroad Program
Colts Neck High School 2007 — 2011
Alexander Yuzhakov Alexander Yuzhakov's SCS Financial Experience February 2015 - Present
Job Senior Investment Analyst
Industry Investment Management
Experience
SCS Financial February 2015 - Present
Manulife Asset Management June 2011 - January 2015
Boston University School of Management January 2010 - May 2011
FundQuest December 2004 - June 2010
Insight Out Of Chaos June 1999 - February 2001
Skills
Equities, Bloomberg, Investments, Valuation, Mutual Funds, Asset Allocation, Microsoft Excel, Portfolio Management, Fixed Income, Asset Managment, Financial Modeling, Financial Analysis, Fundamental Analysis, Quantitative Analytics, Hedge Funds, Derivatives, Capital Markets, VBA, Options, Analysis, Investment Strategies, Portfolio Optimization
Education
Boston University - School of Management 2010 — 2011
Master of Science, Investment Management
Boston University Graduate School of Management 2009 — 2011
MSIM, Finance
University of Massachusetts Boston 2001 — 2004
Bachelor of Science, Mathematics
SCS Financial February 2015 - Present
Manulife Asset Management June 2011 - January 2015
Boston University School of Management January 2010 - May 2011
FundQuest December 2004 - June 2010
Insight Out Of Chaos June 1999 - February 2001
Skills
Equities, Bloomberg, Investments, Valuation, Mutual Funds, Asset Allocation, Microsoft Excel, Portfolio Management, Fixed Income, Asset Managment, Financial Modeling, Financial Analysis, Fundamental Analysis, Quantitative Analytics, Hedge Funds, Derivatives, Capital Markets, VBA, Options, Analysis, Investment Strategies, Portfolio Optimization
Education
Boston University - School of Management 2010 — 2011
Master of Science, Investment Management
Boston University Graduate School of Management 2009 — 2011
MSIM, Finance
University of Massachusetts Boston 2001 — 2004
Bachelor of Science, Mathematics
Amy Inman's SCS Financial Experience March 2013 - August 2014
Job Business Development Assistant at Marlin Equity Partners
Industry Financial Services
Experience
Marlin Equity Partners September 2014 - Present
SCS Financial March 2013 - August 2014
Michael W. Garnett, PC July 2012 - April 2013
Explorica December 2010 - June 2012
Boston College December 2009 - May 2010
me&goji June 2009 - December 2009
Skills
Salesforce.com, Social Media, Travel Planning, Event Planning, Social Media Marketing, Tourism, Spanish, Account Management, PowerPoint, Microsoft Office, Microsoft Excel, Customer Service, Social Networking, Marketing, Sales, Microsoft Word, Facebook, Time Management, Event Management
Education
Boston College 2006 — 2010
Bachelor of Arts, Psychology
Boston College, College of Arts & Science 2006 — 2010
BA, Psychology
University of Bologna/ Brown University 2009 — 2009
Bologna
Marlin Equity Partners September 2014 - Present
SCS Financial March 2013 - August 2014
Michael W. Garnett, PC July 2012 - April 2013
Explorica December 2010 - June 2012
Boston College December 2009 - May 2010
me&goji June 2009 - December 2009
Skills
Salesforce.com, Social Media, Travel Planning, Event Planning, Social Media Marketing, Tourism, Spanish, Account Management, PowerPoint, Microsoft Office, Microsoft Excel, Customer Service, Social Networking, Marketing, Sales, Microsoft Word, Facebook, Time Management, Event Management
Education
Boston College 2006 — 2010
Bachelor of Arts, Psychology
Boston College, College of Arts & Science 2006 — 2010
BA, Psychology
University of Bologna/ Brown University 2009 — 2009
Bologna
Emilien Henrotte's SCS Financial Experience January 2015 - June 2015
Job Fixed Income Trading at SCS Financial
Industry Financial Services
Experience
Northeastern University September 2013 - Present
SCS Financial January 2015 - June 2015
Brown Brothers Harriman January 2014 - June 2014
YMCA of Greater Boston June 2010 - September 2012
Skills
Microsoft Excel, Microsoft Word, French, Charismatic Leadership, Public Speaking, Microsoft Office, Facebook, Derivatives, Friendly Personality, Calculus, Differential Equations, Nonprofits, Statistics, Fundraising, Community Outreach, History, Corporate Actions, Financial Economics, Economics, Bloomberg Terminal, PowerPoint, Teamwork, Leadership, Financial Analysis, Social Media
Education
Northeastern University 2012 — 2017
Bachelor's Degree, Finance and Mathematics
American College of Thessaloniki 2012 — 2013
Business Administration and Management, General
Northeastern University September 2013 - Present
SCS Financial January 2015 - June 2015
Brown Brothers Harriman January 2014 - June 2014
YMCA of Greater Boston June 2010 - September 2012
Skills
Microsoft Excel, Microsoft Word, French, Charismatic Leadership, Public Speaking, Microsoft Office, Facebook, Derivatives, Friendly Personality, Calculus, Differential Equations, Nonprofits, Statistics, Fundraising, Community Outreach, History, Corporate Actions, Financial Economics, Economics, Bloomberg Terminal, PowerPoint, Teamwork, Leadership, Financial Analysis, Social Media
Education
Northeastern University 2012 — 2017
Bachelor's Degree, Finance and Mathematics
American College of Thessaloniki 2012 — 2013
Business Administration and Management, General
Bizi Kayumbi Bizi Kayumbi's SCS Financial Experience August 2008 - December 2008
Job Market Risk Analyst
Industry Investment Banking
Experience
Credit Suisse September 2015 - Present
UBS April 2014 - August 2015
Fidelity Investments March 2012 - April 2014
BNY Mellon May 2010 - August 2011
SCS Financial August 2008 - December 2008
Goldman Sachs July 2007 - December 2007
Skills
Equities, Fixed Income, Hedge Funds, Mutual Funds, Investments, Bloomberg, Financial Services, Series 63, Securities, Portfolio Management, Financial Modeling, Financial Analysis, Asset Management, Wealth Management, Due Diligence, Private Equity
Education
Northeastern University 2004 — 2010
Bachelor of Science (BS), Accounting and Finance
Credit Suisse September 2015 - Present
UBS April 2014 - August 2015
Fidelity Investments March 2012 - April 2014
BNY Mellon May 2010 - August 2011
SCS Financial August 2008 - December 2008
Goldman Sachs July 2007 - December 2007
Skills
Equities, Fixed Income, Hedge Funds, Mutual Funds, Investments, Bloomberg, Financial Services, Series 63, Securities, Portfolio Management, Financial Modeling, Financial Analysis, Asset Management, Wealth Management, Due Diligence, Private Equity
Education
Northeastern University 2004 — 2010
Bachelor of Science (BS), Accounting and Finance
Frazer Anderson Frazer Anderson's SCS Financial Experience May 2015 - Present
Job Hedge Fund Research Intern at SCS Financial
Industry International Trade and Development
Experience
SCS Financial May 2015 - Present
Monadnock Conservancy June 2005 - Present
Eaton Vance June 2012 - August 2012
The Permanent Representation of Belgium to the EU June 2011 - July 2011
en-Gauge Inc. June 2010 - August 2010
James Rodriguez Hardscapes June 2007 - August 2007
Skills
Microsoft Excel, Market Research, Economics, Investments, Research, Microsoft Word, Social Media, Analysis, Sales, Risk Management, Event Planning, Leadership
Education
McGill University 2014 — 2016
Master's Degree, Economics
MCGILL UNIVERSITY, Faculty of Arts 2009 — 2013
Bachelor of Arts, Economics, International Development
MCGILL UNIVERSITY, Faculty of Arts 2009 — 2013
Bachelor of Arts; graduate, Economics; 2013
Pingree School 2005 — 2009
High School Diploma, Liberal Arts
Brookwood School 1995 — 2005
Elementary Diploma
Pingree School
SCS Financial May 2015 - Present
Monadnock Conservancy June 2005 - Present
Eaton Vance June 2012 - August 2012
The Permanent Representation of Belgium to the EU June 2011 - July 2011
en-Gauge Inc. June 2010 - August 2010
James Rodriguez Hardscapes June 2007 - August 2007
Skills
Microsoft Excel, Market Research, Economics, Investments, Research, Microsoft Word, Social Media, Analysis, Sales, Risk Management, Event Planning, Leadership
Education
McGill University 2014 — 2016
Master's Degree, Economics
MCGILL UNIVERSITY, Faculty of Arts 2009 — 2013
Bachelor of Arts, Economics, International Development
MCGILL UNIVERSITY, Faculty of Arts 2009 — 2013
Bachelor of Arts; graduate, Economics; 2013
Pingree School 2005 — 2009
High School Diploma, Liberal Arts
Brookwood School 1995 — 2005
Elementary Diploma
Pingree School
Christopher Marino's SCS Financial Experience June 2009 - December 2009
Job at Brown Brothers Harriman FX
Industry Financial Services
Experience
Brown Brothers Harriman December 2010 - Present
SCS Financial June 2009 - December 2009
State Street June 2008 - May 2009
Education
Northeastern University 2006 — 2010
Bachelors of Science in Business Administration, Finance
Shanghai University of Finance and Economics 2010 — 2010
Brown Brothers Harriman December 2010 - Present
SCS Financial June 2009 - December 2009
State Street June 2008 - May 2009
Education
Northeastern University 2006 — 2010
Bachelors of Science in Business Administration, Finance
Shanghai University of Finance and Economics 2010 — 2010
Tarik Emara, CFA's SCS Financial Experience January 2009 - September 2009
Job Assistant Vice President Private Equity at Citi Private Bank
Industry Financial Services
Experience
Citi March 2015 - Present
Liberty Mutual Investments July 2014 - March 2015
Liberty Mutual Investments June 2013 - June 2014
Liberty Mutual Investments December 2010 - May 2013
SCS Financial January 2009 - September 2009
Standish Mellon Asset Management January 2008 - July 2008
State Street Bank & Trust January 2007 - June 2007
Belmont Savings Bank May 2006 - August 2006
Skills
Investments, Portfolio Management, Private Equity, Bloomberg, Financial Analysis, Financial Modeling, Fixed Income, Valuation, Microsoft Excel, Equities, Analysis, Hedge Funds, Corporate Finance, PowerPoint, Securities
Education
Northeastern University 2005 — 2010
Bachelor of Science, Business Administration May 2010; Finance and Management
Citi March 2015 - Present
Liberty Mutual Investments July 2014 - March 2015
Liberty Mutual Investments June 2013 - June 2014
Liberty Mutual Investments December 2010 - May 2013
SCS Financial January 2009 - September 2009
Standish Mellon Asset Management January 2008 - July 2008
State Street Bank & Trust January 2007 - June 2007
Belmont Savings Bank May 2006 - August 2006
Skills
Investments, Portfolio Management, Private Equity, Bloomberg, Financial Analysis, Financial Modeling, Fixed Income, Valuation, Microsoft Excel, Equities, Analysis, Hedge Funds, Corporate Finance, PowerPoint, Securities
Education
Northeastern University 2005 — 2010
Bachelor of Science, Business Administration May 2010; Finance and Management
Josh Shaffer, CFA Josh Shaffer, CFA's SCS Financial Experience June 2010 - February 2015
Job Analyst at Elmrox Investment Group
Industry Investment Management
Experience
Elmrox Investment Group March 2015 - Present
SCS Financial June 2010 - February 2015
Goshen Investments May 2009 - August 2009
Graystone Consulting June 2007 - August 2007
Skills
Market Research, Hedge Funds, Portfolio Management, Finance, Alternative Investments, Asset Allocation, Asset Managment, Emerging Markets, Bloomberg, Financial Analysis, Trading, Economics, Asset Management, Equity Research, Fixed Income
Education
Miami University 2006 — 2010
B.S., Finance
Elmrox Investment Group March 2015 - Present
SCS Financial June 2010 - February 2015
Goshen Investments May 2009 - August 2009
Graystone Consulting June 2007 - August 2007
Skills
Market Research, Hedge Funds, Portfolio Management, Finance, Alternative Investments, Asset Allocation, Asset Managment, Emerging Markets, Bloomberg, Financial Analysis, Trading, Economics, Asset Management, Equity Research, Fixed Income
Education
Miami University 2006 — 2010
B.S., Finance
Kevin McLaughlin's SCS Financial Experience January 2012 - December 2012
Job
Industry Financial Services
Experience
J.P. Morgan January 2014 - Present
SCS Financial January 2012 - December 2012
BNY Mellon January 2010 - July 2011
Fidelity Investments 2007 - 2009
Fidelity Investments 2004 - 2006
Fidelity Investments 2003 - 2004
COLT Telecom (minority owned by Fidelity Investments) 2003 - 2003
Fidelity International 2002 - 2003
Fidelity International 1999 - 2002
Fidelity Investments 1988 - 1999
Skills
Product Marketing, Business Strategy, Wealth Management, Asset Management, Product Management, Strategic Planning, P&L Management, Marketing Strategy, Segmentation, Strategic Partnerships, Business Relationship..., Executive Management, New Business Development, Start-up Ventures, Growth Strategies, International, Alternative Investments, Start-ups, Financial Advisory, Hedge Funds, Fund Of Funds, Marketing, Relationship Management, Absolute Return
Education
UNIVERSITY OF TEXAS
Masters, Business Administration
Boston College 1984 — 1988
Bachelor of Science, Finance
J.P. Morgan January 2014 - Present
SCS Financial January 2012 - December 2012
BNY Mellon January 2010 - July 2011
Fidelity Investments 2007 - 2009
Fidelity Investments 2004 - 2006
Fidelity Investments 2003 - 2004
COLT Telecom (minority owned by Fidelity Investments) 2003 - 2003
Fidelity International 2002 - 2003
Fidelity International 1999 - 2002
Fidelity Investments 1988 - 1999
Skills
Product Marketing, Business Strategy, Wealth Management, Asset Management, Product Management, Strategic Planning, P&L Management, Marketing Strategy, Segmentation, Strategic Partnerships, Business Relationship..., Executive Management, New Business Development, Start-up Ventures, Growth Strategies, International, Alternative Investments, Start-ups, Financial Advisory, Hedge Funds, Fund Of Funds, Marketing, Relationship Management, Absolute Return
Education
UNIVERSITY OF TEXAS
Masters, Business Administration
Boston College 1984 — 1988
Bachelor of Science, Finance
Carrie Reese's SCS Financial Experience June 2010 - May 2011
Job President at Advanced Piping Products
Industry Oil & Energy
Experience
Advanced Piping Products May 2011 - Present
SCS Financial June 2010 - May 2011
State Street December 2008 - June 2010
Skills
Microsoft Excel, Accounting, Investments, VBA, Business Analysis, Analysis, Fixed Income, Account Reconciliation, Auditing, Bloomberg, Financial Services, Alternative Investments, Financial Analysis, Mutual Funds
Education
Babson College 2013 — 2013
Goldman Sachs 10,000 Small Business Program, Accelerated Growth Planning for Businesses
University of Puget Sound 2004 — 2008
Bachelors of Science, Economics, Business
San Dieguito Academy 2000 — 2004
Advanced Piping Products May 2011 - Present
SCS Financial June 2010 - May 2011
State Street December 2008 - June 2010
Skills
Microsoft Excel, Accounting, Investments, VBA, Business Analysis, Analysis, Fixed Income, Account Reconciliation, Auditing, Bloomberg, Financial Services, Alternative Investments, Financial Analysis, Mutual Funds
Education
Babson College 2013 — 2013
Goldman Sachs 10,000 Small Business Program, Accelerated Growth Planning for Businesses
University of Puget Sound 2004 — 2008
Bachelors of Science, Economics, Business
San Dieguito Academy 2000 — 2004
Kyriakos Chousakos's SCS Financial Experience February 2012 - June 2012
Job Doctoral Student at Yale University
Industry Research
Experience
SCS Financial February 2012 - June 2012
SCS Financial October 2011 - February 2012
Baron Capital September 2011 - October 2011
Education
Yale University - Yale School of Management 2012 — 2017
Doctor of Philosophy (PhD), Financial Economics
Massachusetts Institute of Technology - Sloan School of Management 2010 — 2011
MFin, Finance
Athens University of Economics and Business 2006 — 2010
BSc, Finance and Accounting
SCS Financial February 2012 - June 2012
SCS Financial October 2011 - February 2012
Baron Capital September 2011 - October 2011
Education
Yale University - Yale School of Management 2012 — 2017
Doctor of Philosophy (PhD), Financial Economics
Massachusetts Institute of Technology - Sloan School of Management 2010 — 2011
MFin, Finance
Athens University of Economics and Business 2006 — 2010
BSc, Finance and Accounting
Kyle Tracey, CFP® Kyle Tracey, CFP®'s SCS Financial Experience December 2013 - Present
Job Senior Client Advisor at SCS Financial
Industry Financial Services
Experience
SCS Financial December 2013 - Present
SCS Financial November 2011 - December 2013
Ballentine Partners, LLC June 2006 - November 2011
Skills
Financial Planning, Microsoft Office, Portfolio Management, Asset Allocation, Wealth Management, High Net Worth..., Excel, Estate Planning, Wealth, Strategic Financial..., Investment Management
Education
Brown University 2002 — 2006
BA, Business Economics
SCS Financial December 2013 - Present
SCS Financial November 2011 - December 2013
Ballentine Partners, LLC June 2006 - November 2011
Skills
Financial Planning, Microsoft Office, Portfolio Management, Asset Allocation, Wealth Management, High Net Worth..., Excel, Estate Planning, Wealth, Strategic Financial..., Investment Management
Education
Brown University 2002 — 2006
BA, Business Economics
Antoinette Russell Antoinette Russell's SCS Financial Experience July 2006 - June 2009
Job Vice President Family Office Services at Eaton Vance
Industry Investment Management
Experience
Eaton Vance June 2009 - Present
SCS Financial July 2006 - June 2009
Calibre Advisory Services 2001 - 2006
Bank of Boston 1977 - 1997
Education
Simmons College - Simmons School of Management
MBA, Finance
Eaton Vance June 2009 - Present
SCS Financial July 2006 - June 2009
Calibre Advisory Services 2001 - 2006
Bank of Boston 1977 - 1997
Education
Simmons College - Simmons School of Management
MBA, Finance
Collier Proctor's SCS Financial Experience June 2014 - August 2014
Job Intern at Kite Tax Lien Capital & Kite Properties LLC
Industry
Experience
Kite Properties LLC September 2015 - Present
Kite Tax Lien Capital September 2015 - Present
College Ambassadors of Southern Tide June 2014 - May 2015
SCS Financial June 2014 - August 2014
Proctor Construction Company 2011 - 2013
Skills
Spanish, Problem Solving, Negotiation, Microsoft Office, Microsoft Excel, Teamwork, Leadership, Brand Awareness, Event Planning, PowerPoint, Public Speaking, English, Economics, Microsoft Word, Marketing, Market Research
Education
Middlebury College 2011 — 2015
Bachelor of Arts (B.A.), History, Spanish
Universidad Carlos III de Madrid 2014 — 2014
Spanish, History, Political Science, Economics
MiddCORE (Entrepreneurial & Experiential-Learning Leadership Program) 2013 — 2013
St. Edward's School 2007 — 2011
Kite Properties LLC September 2015 - Present
Kite Tax Lien Capital September 2015 - Present
College Ambassadors of Southern Tide June 2014 - May 2015
SCS Financial June 2014 - August 2014
Proctor Construction Company 2011 - 2013
Skills
Spanish, Problem Solving, Negotiation, Microsoft Office, Microsoft Excel, Teamwork, Leadership, Brand Awareness, Event Planning, PowerPoint, Public Speaking, English, Economics, Microsoft Word, Marketing, Market Research
Education
Middlebury College 2011 — 2015
Bachelor of Arts (B.A.), History, Spanish
Universidad Carlos III de Madrid 2014 — 2014
Spanish, History, Political Science, Economics
MiddCORE (Entrepreneurial & Experiential-Learning Leadership Program) 2013 — 2013
St. Edward's School 2007 — 2011
Christopher Wilde, CFA Christopher Wilde, CFA's SCS Financial Experience February 2011 - Present
Job Vice President, Trading at SCS Financial
Industry Financial Services
Experience
SCS Financial February 2011 - Present
JP Morgan Chase March 2010 - February 2011
JP Morgan Chase July 2006 - March 2010
Young Research and Publishing Co May 2005 - July 2006
Home Loan and Investment Bank, F.S.B. June 2004 - May 2005
Skills
Bloomberg
Education
University of Rhode Island 2000 — 2004
BS, Finance
SCS Financial February 2011 - Present
JP Morgan Chase March 2010 - February 2011
JP Morgan Chase July 2006 - March 2010
Young Research and Publishing Co May 2005 - July 2006
Home Loan and Investment Bank, F.S.B. June 2004 - May 2005
Skills
Bloomberg
Education
University of Rhode Island 2000 — 2004
BS, Finance
Robert Babcock Robert Babcock's SCS Financial Experience June 2012 - August 2012
Job Student at University of Massachusetts at Amherst Isenberg School of Management
Industry
Experience
EY June 2014 - August 2014
SCS Financial June 2012 - August 2012
Apahouser Inc. December 2011 - January 2012
Guiseppe's Grille September 2006 - August 2011
Skills
Time Management, Investment Strategies, Access, Entrepreneurship, Microsoft Excel, Leadership, Public Speaking, Social Media, Mindfulness Meditation
Education
Isenberg School of Management, UMass Amherst 2011 — 2015
EY June 2014 - August 2014
SCS Financial June 2012 - August 2012
Apahouser Inc. December 2011 - January 2012
Guiseppe's Grille September 2006 - August 2011
Skills
Time Management, Investment Strategies, Access, Entrepreneurship, Microsoft Excel, Leadership, Public Speaking, Social Media, Mindfulness Meditation
Education
Isenberg School of Management, UMass Amherst 2011 — 2015
Anja Saloranta's SCS Financial Experience July 2009 - September 2014
Job Development Director at Redstar Ventures
Industry Venture Capital & Private Equity
Experience
Redstar October 2014 - Present
SCS Financial July 2009 - September 2014
MissionPoint Capital Partners June 2008 - August 2008
Capital Resource Partners July 2005 - June 2007
North Atlantic Capital September 2001 - June 2005
Skills
Private Equity, Investments, Venture Capital, Financial Modeling, Asset Allocation, Finance, Entrepreneurship, Hedge Funds, Growth Capital, Wealth Management, Alternative Investments
Education
Harvard Business School 2007 — 2009
MBA
University of Maine 1997 — 2001
BS, Business, French
Redstar October 2014 - Present
SCS Financial July 2009 - September 2014
MissionPoint Capital Partners June 2008 - August 2008
Capital Resource Partners July 2005 - June 2007
North Atlantic Capital September 2001 - June 2005
Skills
Private Equity, Investments, Venture Capital, Financial Modeling, Asset Allocation, Finance, Entrepreneurship, Hedge Funds, Growth Capital, Wealth Management, Alternative Investments
Education
Harvard Business School 2007 — 2009
MBA
University of Maine 1997 — 2001
BS, Business, French
Morgan Derick Morgan Derick's SCS Financial Experience May 2013 - Present
Job Coop at SCS Financial
Industry Financial Services
Experience
SCS Financial May 2013 - Present
BNY Mellon May 2012 - December 2012
Education
Northeastern University 2009 — 2014
Bachelor of Business Administration (BBA), Finance, General
Ashland High School 2005 — 2009
SCS Financial May 2013 - Present
BNY Mellon May 2012 - December 2012
Education
Northeastern University 2009 — 2014
Bachelor of Business Administration (BBA), Finance, General
Ashland High School 2005 — 2009
Eric Reidy Eric Reidy's SCS Financial Experience December 2013 - June 2014
Job Natural Resources Associate at Harvard Management Company
Industry Financial Services
Experience
Harvard Management Company October 2014 - Present
Harvard Management Company July 2014 - August 2014
SCS Financial December 2013 - June 2014
Harvard Management Company January 2013 - December 2013
Forno Bistro July 2009 - August 2012
Skills
Microsoft Excel, Financial Analysis, Teamwork, PowerPoint, Finance, Microsoft Office, Microsoft Word, Accounting, Financial Accounting, Bloomberg, Public Speaking, Customer Service, Business Strategy
Education
Northeastern University 2011 — 2014
Bachelor's of Science in Business Administrations (BSBA), Accounting and Finance
London School of Economics and Political Science 2012 — 2012
6 Week Intense Summer Program, Foreign Policy and Economics
Harvard Management Company October 2014 - Present
Harvard Management Company July 2014 - August 2014
SCS Financial December 2013 - June 2014
Harvard Management Company January 2013 - December 2013
Forno Bistro July 2009 - August 2012
Skills
Microsoft Excel, Financial Analysis, Teamwork, PowerPoint, Finance, Microsoft Office, Microsoft Word, Accounting, Financial Accounting, Bloomberg, Public Speaking, Customer Service, Business Strategy
Education
Northeastern University 2011 — 2014
Bachelor's of Science in Business Administrations (BSBA), Accounting and Finance
London School of Economics and Political Science 2012 — 2012
6 Week Intense Summer Program, Foreign Policy and Economics
Caroline Knuff Caroline Knuff's SCS Financial Experience June 2012 - Present
Job Client Advisor at SCS Financial
Industry Financial Services
Experience
SCS Financial June 2012 - Present
College of the Holy Cross September 2008 - June 2012
Coach June 2011 - September 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Research, Bloomberg, Outlook, Spanish, Financial Analysis, SPSS, Strategic Planning, Coaching, Sales, Team Building
Education
College of the Holy Cross 2008 — 2012
BA, Economics, Magna Cum Laude
Oxford University 2010 — 2011
Economics
SCS Financial June 2012 - Present
College of the Holy Cross September 2008 - June 2012
Coach June 2011 - September 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Research, Bloomberg, Outlook, Spanish, Financial Analysis, SPSS, Strategic Planning, Coaching, Sales, Team Building
Education
College of the Holy Cross 2008 — 2012
BA, Economics, Magna Cum Laude
Oxford University 2010 — 2011
Economics
Jason Fertig's SCS Financial Experience January 2014 - June 2014
Job Analyst Intern
Industry Investment Banking
Experience
Piper Jaffray July 2015 - Present
SCS Financial January 2014 - June 2014
MFS Investment Management January 2013 - June 2013
Congressman Bill Pascrell Jr. July 2009 - August 2009
Skills
Customer Service, Time Management, Social Media, Outlook, Sales, Bloomberg, Microsoft Excel, Portfolio Management, Financial Analysis, Investments, Microsoft Word, Microsoft Office, Teamwork, Management, PowerPoint
Education
Northeastern University 2011 — 2016
Bachelor's Degree, Finance and Mathematics
The London School of Economics and Political Science (LSE) 2014 — 2014
Livingston High School 2008 — 2011
High School
Piper Jaffray July 2015 - Present
SCS Financial January 2014 - June 2014
MFS Investment Management January 2013 - June 2013
Congressman Bill Pascrell Jr. July 2009 - August 2009
Skills
Customer Service, Time Management, Social Media, Outlook, Sales, Bloomberg, Microsoft Excel, Portfolio Management, Financial Analysis, Investments, Microsoft Word, Microsoft Office, Teamwork, Management, PowerPoint
Education
Northeastern University 2011 — 2016
Bachelor's Degree, Finance and Mathematics
The London School of Economics and Political Science (LSE) 2014 — 2014
Livingston High School 2008 — 2011
High School
Connor Flood Connor Flood's SCS Financial Experience December 2013 - June 2014
Job Diversified Fixed Income Associate at Eaton Vance
Industry Investment Management
Experience
Eaton Vance January 2015 - August 2015
SCS Financial December 2013 - June 2014
Wellington Management January 2013 - July 2013
YMCA of Greater New York June 2007 - August 2012
Skills
Microsoft Office, Investments, Rhetoric, Team Leadership, Analysis, Event Planning, Fundraising, Money Management, Spanish, Strategic Leadership, Event Management, PowerPoint, Equity Research, Customer Relations, Negotiation, Credit Analysis
Education
Northeastern University 2011 — 2016
Finance and Economics
Eaton Vance January 2015 - August 2015
SCS Financial December 2013 - June 2014
Wellington Management January 2013 - July 2013
YMCA of Greater New York June 2007 - August 2012
Skills
Microsoft Office, Investments, Rhetoric, Team Leadership, Analysis, Event Planning, Fundraising, Money Management, Spanish, Strategic Leadership, Event Management, PowerPoint, Equity Research, Customer Relations, Negotiation, Credit Analysis
Education
Northeastern University 2011 — 2016
Finance and Economics
Nalani Genser Nalani Genser's SCS Financial Experience December 2012 - June 2013
Job Associate Consultant at Endeavour Partners
Industry Telecommunications
Experience
Endeavour Partners January 2014 - Present
Northeastern University World Language Center January 2012 - September 2014
SCS Financial December 2012 - June 2013
Skills
Business Analysis, Research, Mobile Technology, Business Strategy, Wireless Infrastructure, Editing, Microsoft Excel, Microsoft PowerPoint, Alternative Investments, Financial Performance...
Education
Montgomery High School
Northeastern University 2011 — 2014
D'Amore-McKim School of Business
London School of Economics and Political Science 2013 — 2013
Summer Program - Macroeconomics and Financial Markets
TSiBA and Northeastern University 2014 — 2014
Summer Program - Social Entrepreneurship Field Study in South Africa
Beijing Language and Culture University 2012 — 2012
Summer Program - Chinese Language and Culture; International Business
Fundação Getulio Vargas 2012 — 2012
Summer Program - Emerging Markets Field Study in Brazil
Endeavour Partners January 2014 - Present
Northeastern University World Language Center January 2012 - September 2014
SCS Financial December 2012 - June 2013
Skills
Business Analysis, Research, Mobile Technology, Business Strategy, Wireless Infrastructure, Editing, Microsoft Excel, Microsoft PowerPoint, Alternative Investments, Financial Performance...
Education
Montgomery High School
Northeastern University 2011 — 2014
D'Amore-McKim School of Business
London School of Economics and Political Science 2013 — 2013
Summer Program - Macroeconomics and Financial Markets
TSiBA and Northeastern University 2014 — 2014
Summer Program - Social Entrepreneurship Field Study in South Africa
Beijing Language and Culture University 2012 — 2012
Summer Program - Chinese Language and Culture; International Business
Fundação Getulio Vargas 2012 — 2012
Summer Program - Emerging Markets Field Study in Brazil
Bryant Zeng Bryant Zeng's SCS Financial Experience June 2014 - December 2014
Job Recent Graduate from Northeastern University
Industry Financial Services
Experience
SCS Financial June 2014 - December 2014
State Street Global Advisors July 2013 - December 2013
Brown Brothers Harriman July 2012 - December 2012
Starbay Group Inc. June 2008 - July 2011
Skills
Barclays Point, Bloomberg Terminal, Microsoft Excel, V Lookups, Pivot Tables, Microsoft Office, PowerPoint, Account Reconciliation, Microsoft Word, Analysis
Education
Northeastern University 2010 — 2015
Bachelor of Science in Business Administration (BSBA), Accounting and Finance
Academies at Englewood High School 2006 — 2010
High School Diploma, Graduated with Honors
SCS Financial June 2014 - December 2014
State Street Global Advisors July 2013 - December 2013
Brown Brothers Harriman July 2012 - December 2012
Starbay Group Inc. June 2008 - July 2011
Skills
Barclays Point, Bloomberg Terminal, Microsoft Excel, V Lookups, Pivot Tables, Microsoft Office, PowerPoint, Account Reconciliation, Microsoft Word, Analysis
Education
Northeastern University 2010 — 2015
Bachelor of Science in Business Administration (BSBA), Accounting and Finance
Academies at Englewood High School 2006 — 2010
High School Diploma, Graduated with Honors
Esther Turner's SCS Financial Experience May 2006 - August 2007
Job ...
Industry Computer Software
Experience
Quotient Solutions, Inc. July 2012 - January 2014
Quotient Solutions, Inc. December 2010 - July 2012
Quotient Integrated Solutions, Inc. September 2007 - December 2010
SCS Financial May 2006 - August 2007
Investors Bank & Trust December 2003 - May 2006
Skills
SharePoint, Project Management, E-commerce, Operations Management, Account Management, Risk Management, Process Improvement, Atlassian JIRA, Certified Scrum Master..., Data Analysis, Requirements Gathering, SDLC, MS Project, Visio, Business Analysis, Requirements Analysis
Education
University of Southern Mississippi 1999 — 2003
Bachelor of Science in Business Administration (BSBA), Management Information Systems
Quotient Solutions, Inc. July 2012 - January 2014
Quotient Solutions, Inc. December 2010 - July 2012
Quotient Integrated Solutions, Inc. September 2007 - December 2010
SCS Financial May 2006 - August 2007
Investors Bank & Trust December 2003 - May 2006
Skills
SharePoint, Project Management, E-commerce, Operations Management, Account Management, Risk Management, Process Improvement, Atlassian JIRA, Certified Scrum Master..., Data Analysis, Requirements Gathering, SDLC, MS Project, Visio, Business Analysis, Requirements Analysis
Education
University of Southern Mississippi 1999 — 2003
Bachelor of Science in Business Administration (BSBA), Management Information Systems
Judy Wu's SCS Financial Experience June 2015 - Present
Job Hedge Funds Analyst Coop at SCS Financial
Industry Financial Services
Experience
SCS Financial June 2015 - Present
Wellington Management June 2014 - December 2014
Ann Taylor LOFT May 2013 - December 2013
EXIT Realty Landmark July 2013 - August 2013
Ideasmyth January 2013 - May 2013
Skills
CSS, Microsoft Office, HTML 5, Java, WordPress, JavaScript, Photoshop, Customer Service, WiX, Hootsuite, Microsoft Excel, Visual Basic, Vlookup, Microsoft Publisher, Leadership, Management, Marketing, Analysis, Databases, Finance, Financial Analysis, Sales
Education
Northeastern University D'Amore-McKim-School of Business 2012 — 2016
Bachelor's Degree
The Chinese University of Hong Kong 2015 — 2015
Semester Exchange Program
Northeastern University Dialogue of Civilizations 2014 — 2014
Brooklyn Technical High School 2007 — 2012
High School
SCS Financial June 2015 - Present
Wellington Management June 2014 - December 2014
Ann Taylor LOFT May 2013 - December 2013
EXIT Realty Landmark July 2013 - August 2013
Ideasmyth January 2013 - May 2013
Skills
CSS, Microsoft Office, HTML 5, Java, WordPress, JavaScript, Photoshop, Customer Service, WiX, Hootsuite, Microsoft Excel, Visual Basic, Vlookup, Microsoft Publisher, Leadership, Management, Marketing, Analysis, Databases, Finance, Financial Analysis, Sales
Education
Northeastern University D'Amore-McKim-School of Business 2012 — 2016
Bachelor's Degree
The Chinese University of Hong Kong 2015 — 2015
Semester Exchange Program
Northeastern University Dialogue of Civilizations 2014 — 2014
Brooklyn Technical High School 2007 — 2012
High School
Alex Goldman's SCS Financial Experience June 2015 - Present
Job Research Analyst at SCS Financial
Industry
Experience
SCS Financial June 2015 - Present
JPMorgan Chase June 2014 - August 2014
Andrew D. Lee & Co. May 2013 - January 2014
The Fund for Babson September 2012 - May 2013
Terravia October 2012 - April 2013
D&G Yardworking June 2012 - August 2012
Skills
Finance, Determination, Analytic Thinking, Microsoft Office, Leadership, Communication, Personal Responsibility, Entrepreneurship, Work Ethic, Highly Dedicated, Reliable, Organized Multi-tasker, Creativity, Always Punctual, Highly detail oriented
Education
Babson College 2011 — 2015
Acton-Boxborough Regional High School 2007 — 2011
High School Diploma
SCS Financial June 2015 - Present
JPMorgan Chase June 2014 - August 2014
Andrew D. Lee & Co. May 2013 - January 2014
The Fund for Babson September 2012 - May 2013
Terravia October 2012 - April 2013
D&G Yardworking June 2012 - August 2012
Skills
Finance, Determination, Analytic Thinking, Microsoft Office, Leadership, Communication, Personal Responsibility, Entrepreneurship, Work Ethic, Highly Dedicated, Reliable, Organized Multi-tasker, Creativity, Always Punctual, Highly detail oriented
Education
Babson College 2011 — 2015
Acton-Boxborough Regional High School 2007 — 2011
High School Diploma
Joseph Andrews Joseph Andrews's SCS Financial Experience December 2010 - April 2011
Job Investment & Marketing Professional
Industry Financial Services
Experience
Breckinridge Capital Advisors December 2013 - June 2015
Breckinridge Capital Advisors August 2011 - November 2013
SCS Financial December 2010 - April 2011
SCS Financial July 2010 - December 2010
Swiss Re June 2009 - September 2009
RAPP June 2008 - December 2008
Education
Northeastern University 2006 — 2011
BSBA, Finance/Spanish
Breckinridge Capital Advisors December 2013 - June 2015
Breckinridge Capital Advisors August 2011 - November 2013
SCS Financial December 2010 - April 2011
SCS Financial July 2010 - December 2010
Swiss Re June 2009 - September 2009
RAPP June 2008 - December 2008
Education
Northeastern University 2006 — 2011
BSBA, Finance/Spanish
Richard Eurich, CFA Richard Eurich, CFA's SCS Financial Experience 2007 - 2008
Job Equity Research Analyst at Welch & Forbes LLC
Industry Investment Management
Experience
Welch & Forbes LLC October 2012 - Present
Barry Investment Advisors April 2011 - October 2012
Angel Island Partners 2009 - 2010
SCS Financial 2007 - 2008
Cambridge Associates 2005 - 2007
Skills
Portfolio Management, Asset Allocation, Equity Research, Bloomberg, Value Investing, Quantitative Investing, Wealth Management
Education
The London School of Economics and Political Science (LSE) 2003 — 2004
Graduate Diploma, Accounting and Finance
Reed College 1999 — 2003
BA, Psychology
Concord Academy 1994 — 1998
Diploma
Welch & Forbes LLC October 2012 - Present
Barry Investment Advisors April 2011 - October 2012
Angel Island Partners 2009 - 2010
SCS Financial 2007 - 2008
Cambridge Associates 2005 - 2007
Skills
Portfolio Management, Asset Allocation, Equity Research, Bloomberg, Value Investing, Quantitative Investing, Wealth Management
Education
The London School of Economics and Political Science (LSE) 2003 — 2004
Graduate Diploma, Accounting and Finance
Reed College 1999 — 2003
BA, Psychology
Concord Academy 1994 — 1998
Diploma
Noel Fleming Noel Fleming's SCS Financial Experience April 2011 - June 2013
Job Federal Account Manager, US ARMY / OSD
Industry Information Technology and Services
Experience
EMC June 2014 - Present
EMC August 2013 - June 2014
SCS Financial April 2011 - June 2013
Skills
Sales, Cloud Computing, Salesforce.com, EMC Storage, Solution Selling, Microsoft Excel, Financial Services, Storage, Virtualization, Bloomberg, Cold Calling, Disaster Recovery, Business Development, Security, Account Management, Excel, Hybrid Cloud, VMware, Microsoft Word, Storage Solutions, Enterprise Storage, SAN, Outlook, Mutual Funds, Backup & Restore, Private Cloud, ITaaS, DoD, NAS, Storage Virtualization, Demand Generation, Cloud Applications, EMC, Cloud Storage, Backup & Recovery..., Data Backup Solutions, Revenue Forecasting, Enterprise Software, Software Defined Storage, Hyper-Converged...
Education
Northeastern University 2008 — 2012
Bachelor of Science (B.S.), Finance
EMC June 2014 - Present
EMC August 2013 - June 2014
SCS Financial April 2011 - June 2013
Skills
Sales, Cloud Computing, Salesforce.com, EMC Storage, Solution Selling, Microsoft Excel, Financial Services, Storage, Virtualization, Bloomberg, Cold Calling, Disaster Recovery, Business Development, Security, Account Management, Excel, Hybrid Cloud, VMware, Microsoft Word, Storage Solutions, Enterprise Storage, SAN, Outlook, Mutual Funds, Backup & Restore, Private Cloud, ITaaS, DoD, NAS, Storage Virtualization, Demand Generation, Cloud Applications, EMC, Cloud Storage, Backup & Recovery..., Data Backup Solutions, Revenue Forecasting, Enterprise Software, Software Defined Storage, Hyper-Converged...
Education
Northeastern University 2008 — 2012
Bachelor of Science (B.S.), Finance
Justin Settlage's SCS Financial Experience July 2013 - December 2013
Job Portfolio Administration Intern at Harvard Management Company
Industry
Experience
Harvard Management Company Portfolio Administrator InternHarvard Management CompanyJuly 2015 - Present
State Street June 2014 - December 2014
SCS Financial July 2013 - December 2013
Skills
Accounting, Corporate Finance, Financial Reporting, Microsoft Office, PowerPoint, Teamwork
Education
Northeastern University 2011 — 2016
Finance
Winston Churchill High School
Harvard Management Company Portfolio Administrator InternHarvard Management CompanyJuly 2015 - Present
State Street June 2014 - December 2014
SCS Financial July 2013 - December 2013
Skills
Accounting, Corporate Finance, Financial Reporting, Microsoft Office, PowerPoint, Teamwork
Education
Northeastern University 2011 — 2016
Finance
Winston Churchill High School
Will Case Will Case's SCS Financial Experience July 2015 - Present
Job Research Analyst at SCS Financial
Industry Financial Services
Experience
SCS Financial July 2015 - Present
Credit Suisse July 2014 - December 2014
SCS Financial May 2013 - June 2014
Merrill Lynch, Private Banking and Investment Group February 2013 - May 2013
Skills
Valuation, Financial Analysis, Equities, Wealth Management
Education
Northeastern University 2011 — 2016
Bachelor of Business Administration (BBA), Finance and Economics
SCS Financial July 2015 - Present
Credit Suisse July 2014 - December 2014
SCS Financial May 2013 - June 2014
Merrill Lynch, Private Banking and Investment Group February 2013 - May 2013
Skills
Valuation, Financial Analysis, Equities, Wealth Management
Education
Northeastern University 2011 — 2016
Bachelor of Business Administration (BBA), Finance and Economics
Justin Pierce Justin Pierce's SCS Financial Experience December 2010 - November 2011
Job Senior Risk Consultant, InsuranceLinked Securities
Industry Financial Services
Experience
AIR Worldwide April 2014 - Present
AIR Worldwide November 2011 - April 2014
SCS Financial December 2010 - November 2011
JPMorgan Hedge Fund Services November 2009 - December 2010
JPMorgan Chase April 2007 - November 2009
Skills
Equities, Fixed Income, Portfolio Management, Hedge Funds, Investments, Mutual Funds, Bloomberg, Alternative Investments, Financial Modeling, Financial Services, Risk Analytics, Executive Presentation..., Financial Risk, Securities, Catastrophe Modeling, Capital Markets
Education
Roger Williams University 2001 — 2005
BAS, Finance
AIR Worldwide April 2014 - Present
AIR Worldwide November 2011 - April 2014
SCS Financial December 2010 - November 2011
JPMorgan Hedge Fund Services November 2009 - December 2010
JPMorgan Chase April 2007 - November 2009
Skills
Equities, Fixed Income, Portfolio Management, Hedge Funds, Investments, Mutual Funds, Bloomberg, Alternative Investments, Financial Modeling, Financial Services, Risk Analytics, Executive Presentation..., Financial Risk, Securities, Catastrophe Modeling, Capital Markets
Education
Roger Williams University 2001 — 2005
BAS, Finance
Stephen Sciortino's SCS Financial Experience July 2014 - December 2014
Job Associate Business Analyst at Berkshire Hathaway Specialty Insurance
Industry Financial Services
Experience
SCS Financial July 2014 - December 2014
John Hancock Financial Services July 2013 - June 2014
EnerNOC July 2012 - April 2013
Boardwalk Properties January 2012 - June 2012
Skills
Microsoft Excel, PowerPoint, Visio, Data Analysis, Process Improvement, VBA, Stata, Regression Analysis, Remote Management, Economics
Education
Northeastern University 2010 — 2015
Bachelor's Degree, Economics and Mathematics
St. Francis Preparatory School 2006 — 2010
High School Diploma
SCS Financial July 2014 - December 2014
John Hancock Financial Services July 2013 - June 2014
EnerNOC July 2012 - April 2013
Boardwalk Properties January 2012 - June 2012
Skills
Microsoft Excel, PowerPoint, Visio, Data Analysis, Process Improvement, VBA, Stata, Regression Analysis, Remote Management, Economics
Education
Northeastern University 2010 — 2015
Bachelor's Degree, Economics and Mathematics
St. Francis Preparatory School 2006 — 2010
High School Diploma
Lauren Ruggiero's SCS Financial Experience August 2014 - Present
Job Executive Assistant at SCS Financial
Industry Financial Services
Experience
SCS Financial August 2014 - Present
Highfields Capital December 2013 - July 2014
747 Capital LLC June 2011 - November 2013
Federal Reserve Bank of New York June 2010 - August 2010
Brookville Country Club June 2009 - August 2009
Bovis Lend Lease, LMB June 2008 - August 2008
Skills
Access, Microsoft Excel, PowerPoint, Microsoft Office, Time Management, Project Planning, Microsoft Word, Financial Analysis, Event Planning, Financial Reporting, Salesforce.com, Highly detail oriented, Finance, Management, Market Research, Outlook, Quickbooks, Excel, Customer Service, Analytical Skills, Accounting, Research, Analysis, Team Leadership, Notary Public
Education
Fairfield University 2007 — 2011
Bachelor's degree, Finance, Management
SCS Financial August 2014 - Present
Highfields Capital December 2013 - July 2014
747 Capital LLC June 2011 - November 2013
Federal Reserve Bank of New York June 2010 - August 2010
Brookville Country Club June 2009 - August 2009
Bovis Lend Lease, LMB June 2008 - August 2008
Skills
Access, Microsoft Excel, PowerPoint, Microsoft Office, Time Management, Project Planning, Microsoft Word, Financial Analysis, Event Planning, Financial Reporting, Salesforce.com, Highly detail oriented, Finance, Management, Market Research, Outlook, Quickbooks, Excel, Customer Service, Analytical Skills, Accounting, Research, Analysis, Team Leadership, Notary Public
Education
Fairfield University 2007 — 2011
Bachelor's degree, Finance, Management
Keith Goplerud's SCS Financial Experience January 2013 - February 2014
Job Investment Rotational Program John Hancock
Industry Financial Services
Experience
John Hancock Investments July 2014 - Present
SCS Financial January 2013 - February 2014
John Hancock Financial Services January 2012 - June 2012
John Hancock Life Insurance Company (U.S.A.) January 2011 - September 2011
Skills
Business Analysis, Business Requirements, Requirements Gathering, Mutual Funds, Financial Services, Financial Modeling, Financial Analysis, Investments, Visio, Insurance, Requirements Analysis, Fixed Income, Risk Management, SDLC, Equities, Portfolio Management
Education
Northeastern University 2009 — 2014
Bachelor's Degree, Finance & Economics
John Hancock Investments July 2014 - Present
SCS Financial January 2013 - February 2014
John Hancock Financial Services January 2012 - June 2012
John Hancock Life Insurance Company (U.S.A.) January 2011 - September 2011
Skills
Business Analysis, Business Requirements, Requirements Gathering, Mutual Funds, Financial Services, Financial Modeling, Financial Analysis, Investments, Visio, Insurance, Requirements Analysis, Fixed Income, Risk Management, SDLC, Equities, Portfolio Management
Education
Northeastern University 2009 — 2014
Bachelor's Degree, Finance & Economics
Eric Rosenthal's SCS Financial Experience July 2012 - December 2012
Job Fund Analyst at Boston Financial Investment Management
Industry Real Estate
Experience
Boston Financial Investment Management October 2013 - Present
Boston Brokerage Group June 2013 - October 2013
SCS Financial July 2012 - December 2012
Geode Capital Management July 2011 - December 2011
New Boston Fund, Inc July 2010 - December 2010
Villafranco Wealth Management May 2009 - August 2009
Skills
Uniform Combined State..., Hedge Funds, PowerPoint, Microsoft Excel, Microsoft Office, Financial Analysis, Financial Modeling, Real Estate Transactions, Business Development, Real Estate, Finance, Equities
Education
Boston University 2013 — 2015
Certificate in Real Estate Finance, Real Estate Studies
Northeastern University 2008 — 2013
Bachelor of Science in Business Administration, Finance and Accounting, Magna Cum Laude
Pascack Hills High School 2004 — 2008
High School Diploma
Boston Financial Investment Management October 2013 - Present
Boston Brokerage Group June 2013 - October 2013
SCS Financial July 2012 - December 2012
Geode Capital Management July 2011 - December 2011
New Boston Fund, Inc July 2010 - December 2010
Villafranco Wealth Management May 2009 - August 2009
Skills
Uniform Combined State..., Hedge Funds, PowerPoint, Microsoft Excel, Microsoft Office, Financial Analysis, Financial Modeling, Real Estate Transactions, Business Development, Real Estate, Finance, Equities
Education
Boston University 2013 — 2015
Certificate in Real Estate Finance, Real Estate Studies
Northeastern University 2008 — 2013
Bachelor of Science in Business Administration, Finance and Accounting, Magna Cum Laude
Pascack Hills High School 2004 — 2008
High School Diploma
Yiho Yiu's SCS Financial Experience December 2014 - Present
Job Senior Associate at SCS Financial
Industry Financial Services
Experience
SCS Financial December 2014 - Present
SCS Financial December 2012 - December 2014
State Street March 2008 - December 2012
Skills
Fund Accounting, Bloomberg, Mutual Funds, Equities, Hedge Funds, Securities, Derivatives, Fund Administration, Financial Services, Asset Management, Valuation, Financial Analysis, Alternative Investments, Bloomberg Terminal
Education
Babson College 2004 — 2008
Bachelor of Science in Business Management, Finance, General
SCS Financial December 2014 - Present
SCS Financial December 2012 - December 2014
State Street March 2008 - December 2012
Skills
Fund Accounting, Bloomberg, Mutual Funds, Equities, Hedge Funds, Securities, Derivatives, Fund Administration, Financial Services, Asset Management, Valuation, Financial Analysis, Alternative Investments, Bloomberg Terminal
Education
Babson College 2004 — 2008
Bachelor of Science in Business Management, Finance, General
Samuel Martin, CAIA Samuel Martin, CAIA's SCS Financial Experience July 2015 - Present
Job Vice President, Hedge Funds at SCS Financial
Industry Investment Management
Experience
SCS Financial July 2015 - Present
RBS Citizens May 2014 - July 2015
State Street Bank June 2011 - May 2014
NEPC 2007 - 2010
Bear Stearns 2003 - 2007
Putnam Investments 2001 - 2003
State Street Global Advisors July 1997 - February 2001
Skills
Alternative Investments, Hedge Funds, Due Diligence, Prime Brokerage, Fund Of Funds, Private Equity, Venture Capital, Bloomberg
Education
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2003
MBA/MSF, Finance
Bates College 1993 — 1997
BA, Economics
ABRHS 1989 — 1993
SCS Financial July 2015 - Present
RBS Citizens May 2014 - July 2015
State Street Bank June 2011 - May 2014
NEPC 2007 - 2010
Bear Stearns 2003 - 2007
Putnam Investments 2001 - 2003
State Street Global Advisors July 1997 - February 2001
Skills
Alternative Investments, Hedge Funds, Due Diligence, Prime Brokerage, Fund Of Funds, Private Equity, Venture Capital, Bloomberg
Education
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2003
MBA/MSF, Finance
Bates College 1993 — 1997
BA, Economics
ABRHS 1989 — 1993
Lillian Cullen, CFP®'s SCS Financial Experience December 2013 - Present
Job Senior Client Advisor at SCS Financial
Industry Investment Management
Experience
SCS Financial December 2013 - Present
SCS Financial March 2009 - December 2013
SCS Financial June 2008 - March 2009
NYSE June 2007 - August 2007
NewSmith Capital Partners June 2006 - August 2006
Skills
Hedge Funds, Bloomberg, Equities, Strategic Planning, Alternative Investments
Education
Boston University 2011 — 2012
Certificate in Financial Planning
Babson College 2004 — 2008
BS Business Administration, Finance
SCS Financial December 2013 - Present
SCS Financial March 2009 - December 2013
SCS Financial June 2008 - March 2009
NYSE June 2007 - August 2007
NewSmith Capital Partners June 2006 - August 2006
Skills
Hedge Funds, Bloomberg, Equities, Strategic Planning, Alternative Investments
Education
Boston University 2011 — 2012
Certificate in Financial Planning
Babson College 2004 — 2008
BS Business Administration, Finance
Peter Lacaillade's SCS Financial Experience January 2013 - Present
Job Director, Private Investments at SCS Financial
Industry Venture Capital & Private Equity
Experience
SCS Financial January 2013 - Present
SCS Financial April 2011 - December 2012
NGP Energy Technology Partners June 2010 - August 2010
HarbourVest Partners (Secondary Group) July 2007 - June 2009
First Albany Capital 2004 - 2007
Skills
Private Equity, Valuation, Financial Modeling, Due Diligence, Investments, Hedge Funds, Alternative Investments, Equities, Capital Markets, Venture Capital, Bloomberg, Investment Banking, Funding, Growth Capital, Portfolio Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2009 — 2011
MBA
Georgetown University 2000 — 2004
BA, English
Noble and Greenough School 1994 — 2000
SCS Financial January 2013 - Present
SCS Financial April 2011 - December 2012
NGP Energy Technology Partners June 2010 - August 2010
HarbourVest Partners (Secondary Group) July 2007 - June 2009
First Albany Capital 2004 - 2007
Skills
Private Equity, Valuation, Financial Modeling, Due Diligence, Investments, Hedge Funds, Alternative Investments, Equities, Capital Markets, Venture Capital, Bloomberg, Investment Banking, Funding, Growth Capital, Portfolio Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2009 — 2011
MBA
Georgetown University 2000 — 2004
BA, English
Noble and Greenough School 1994 — 2000
Erick Rawlings Erick Rawlings's SCS Financial Experience June 2009 - December 2010
Job Vice President at Athena Capital Advisors
Industry Investment Management
Experience
Athena Capital Advisors January 2011 - Present
SCS Financial June 2009 - December 2010
MOFFITT CANCER CENTER & RESEARCH INSTITUTE January 2009 - March 2009
Profit Investment Management June 2008 - August 2008
CORNERSTONE PARTNERS, LLC May 2004 - June 2007
Skills
Hedge Funds, Private Equity, Equities, Valuation, Investments, Portfolio Management, Due Diligence, Financial Modeling, Capital Markets, Alternative Investments, Asset Management
Education
The University of Chicago - Booth School of Business 2007 — 2009
MBA, Finance and Accounting
James Madison University - College of Business 2000 — 2004
Bachelor of Business Administration, Finance and Economics
Athena Capital Advisors January 2011 - Present
SCS Financial June 2009 - December 2010
MOFFITT CANCER CENTER & RESEARCH INSTITUTE January 2009 - March 2009
Profit Investment Management June 2008 - August 2008
CORNERSTONE PARTNERS, LLC May 2004 - June 2007
Skills
Hedge Funds, Private Equity, Equities, Valuation, Investments, Portfolio Management, Due Diligence, Financial Modeling, Capital Markets, Alternative Investments, Asset Management
Education
The University of Chicago - Booth School of Business 2007 — 2009
MBA, Finance and Accounting
James Madison University - College of Business 2000 — 2004
Bachelor of Business Administration, Finance and Economics
Mark Lane's SCS Financial Experience April 2015 - May 2015
Job Passed Level 3 CFA Exam
Industry Higher Education
Experience
SCS Financial April 2015 - May 2015
Boston Scientific November 2013 - April 2015
Bentley University September 2008 - May 2012
Hopkinton Country Club April 2005 - July 2010
Skills
Financial Analysis, Microsoft Office, Financial Reporting, Financial Accounting, Customer Service, PowerPoint, Microsoft Excel, Data Analysis, Asset Allocation, Equity Valuation, Financial Modeling, Corporate Finance, Higher Education, Microsoft Word
Education
Bentley University 2012 — 2018
Master of Business Administration (MBA), Finance, General
Bentley University 2008 — 2012
Bachelor of Science (BS), Corporate Finance & Accounting
SCS Financial April 2015 - May 2015
Boston Scientific November 2013 - April 2015
Bentley University September 2008 - May 2012
Hopkinton Country Club April 2005 - July 2010
Skills
Financial Analysis, Microsoft Office, Financial Reporting, Financial Accounting, Customer Service, PowerPoint, Microsoft Excel, Data Analysis, Asset Allocation, Equity Valuation, Financial Modeling, Corporate Finance, Higher Education, Microsoft Word
Education
Bentley University 2012 — 2018
Master of Business Administration (MBA), Finance, General
Bentley University 2008 — 2012
Bachelor of Science (BS), Corporate Finance & Accounting
Kimberly Buckner's SCS Financial Experience March 2015 - Present
Job Executive Assistant at SCS Financial
Industry Financial Services
Experience
SCS Financial March 2015 - Present
Omers Private Equity April 2013 - 2015
WCMG Events July 2012 - October 2012
Inkriti January 2012 - May 2012
Community Resources June 2010 - December 2011
Big Night Entertainment Group June 2009 - December 2009
Fenway Recordings May 2006 - June 2006
Skills
Team Leadership, Marketing Strategy, Market Planning, Management, Market Research, Marketing, Sales, Event Planning, Microsoft Office, PowerPoint, Social Media, Financial Modeling, Salesforce.com
Education
Babson College 2007 — 2011
Degree: Bachelor of Science, Business Management; Marketing and Strategic Management
SCS Financial March 2015 - Present
Omers Private Equity April 2013 - 2015
WCMG Events July 2012 - October 2012
Inkriti January 2012 - May 2012
Community Resources June 2010 - December 2011
Big Night Entertainment Group June 2009 - December 2009
Fenway Recordings May 2006 - June 2006
Skills
Team Leadership, Marketing Strategy, Market Planning, Management, Market Research, Marketing, Sales, Event Planning, Microsoft Office, PowerPoint, Social Media, Financial Modeling, Salesforce.com
Education
Babson College 2007 — 2011
Degree: Bachelor of Science, Business Management; Marketing and Strategic Management
Pam Perskie Pam Perskie's SCS Financial Experience July 2013 - Present
Job Managing Director at SCS Financial
Industry Investment Management
Experience
SCS Financial July 2013 - Present
Skills
Private Equity, Hedge Funds, Alternative Investments, Asset Management, Equities, Financial Modeling, Valuation, Portfolio Management, Mergers & Acquisitions, Investments, Investment Banking, Due Diligence, Venture Capital, Wealth Management
Education
Harvard Business School 2001 — 2003
MBA
University of Pennsylvania - The Wharton School 1993 — 1997
BS, Finance
SCS Financial July 2013 - Present
Skills
Private Equity, Hedge Funds, Alternative Investments, Asset Management, Equities, Financial Modeling, Valuation, Portfolio Management, Mergers & Acquisitions, Investments, Investment Banking, Due Diligence, Venture Capital, Wealth Management
Education
Harvard Business School 2001 — 2003
MBA
University of Pennsylvania - The Wharton School 1993 — 1997
BS, Finance
Matthew Badavas, CFP® Matthew Badavas, CFP®'s SCS Financial Experience April 2012 - Present
Job Client Advisor at SCS Financial
Industry Financial Services
Experience
SCS Financial April 2012 - Present
JDJ Resources June 2010 - March 2012
RINET Company, LLC February 2010 - April 2010
RINET Company, LLC January 2009 - June 2009
Parent, McLaughlin & Nangle, CPAs January 2008 - September 2008
Skills
Quickbooks, Excel, Reconciliation, Word, Quicken, Accounting, Financial Reporting, Outlook, Accounts Payable, Accounts Receivable, Financial Accounting, Tax Preparation, Payroll Processing, Budgeting, General Ledger, Account Reconciliation, Cash Flow, Asset Allocation, Strategic Financial..., Financial Analysis, Microsoft Excel, QuickBooks, Budgets, Finance, Financial Statements
Education
Northeastern University 2005 — 2010
Bachelor of Science Degree, Business Administration; Accounting
SCS Financial April 2012 - Present
JDJ Resources June 2010 - March 2012
RINET Company, LLC February 2010 - April 2010
RINET Company, LLC January 2009 - June 2009
Parent, McLaughlin & Nangle, CPAs January 2008 - September 2008
Skills
Quickbooks, Excel, Reconciliation, Word, Quicken, Accounting, Financial Reporting, Outlook, Accounts Payable, Accounts Receivable, Financial Accounting, Tax Preparation, Payroll Processing, Budgeting, General Ledger, Account Reconciliation, Cash Flow, Asset Allocation, Strategic Financial..., Financial Analysis, Microsoft Excel, QuickBooks, Budgets, Finance, Financial Statements
Education
Northeastern University 2005 — 2010
Bachelor of Science Degree, Business Administration; Accounting
Amanda B. Window Amanda B. Window's SCS Financial Experience November 2011 - Present
Job Executive Assistant at SCS Financial
Industry Hospitality
Experience
SCS Financial November 2011 - Present
Rapid7 June 2011 - November 2011
Circles January 2008 - June 2011
The Spirit of Boston June 2007 - October 2007
Topnotch Resort and Spa May 2006 - September 2006
Education
Isenberg School of Management, UMass Amherst 2005 — 2007
Champlain College 2003 — 2005
Hospitality and Hotel Management
SCS Financial November 2011 - Present
Rapid7 June 2011 - November 2011
Circles January 2008 - June 2011
The Spirit of Boston June 2007 - October 2007
Topnotch Resort and Spa May 2006 - September 2006
Education
Isenberg School of Management, UMass Amherst 2005 — 2007
Champlain College 2003 — 2005
Hospitality and Hotel Management
Vikram Soorma's SCS Financial Experience July 2012 - June 2014
Job Sr. Analyst at Foster Dykema Cabot & Co., Inc.
Industry Investment Management
Experience
Foster Dykema Cabot & Co., Inc. January 2015 - Present
SCS Financial July 2012 - June 2014
Pyramis Global Advisors (a Fidelity Investments Company) June 2010 - June 2012
Fidelity Investments March 2008 - June 2010
Fidelity Investments June 2005 - March 2008
Lucent Technologies June 1999 - July 2003
Skills
Strategy, Financial Modeling, Equities, Valuation, Investments, Portfolio Management, Hedge Funds, Capital Markets, Asset Managment, Fixed Income, Corporate Finance, Business Analysis, Investment Banking, Bloomberg, Alternative Investments, Financial Analysis, Risk Management, Private Equity, Equity Research, Business Strategy, Asset Management, Mutual Funds, Due Diligence
Education
The George Washington University - School of Business 2003 — 2005
MBA, Finance
University of Pune 1995 — 1999
BE, Electronics and Telecommunications
Foster Dykema Cabot & Co., Inc. January 2015 - Present
SCS Financial July 2012 - June 2014
Pyramis Global Advisors (a Fidelity Investments Company) June 2010 - June 2012
Fidelity Investments March 2008 - June 2010
Fidelity Investments June 2005 - March 2008
Lucent Technologies June 1999 - July 2003
Skills
Strategy, Financial Modeling, Equities, Valuation, Investments, Portfolio Management, Hedge Funds, Capital Markets, Asset Managment, Fixed Income, Corporate Finance, Business Analysis, Investment Banking, Bloomberg, Alternative Investments, Financial Analysis, Risk Management, Private Equity, Equity Research, Business Strategy, Asset Management, Mutual Funds, Due Diligence
Education
The George Washington University - School of Business 2003 — 2005
MBA, Finance
University of Pune 1995 — 1999
BE, Electronics and Telecommunications
Shruti Bansal, CFA's SCS Financial Experience April 2008 - June 2009
Job Managing Director, Investments at Moreland Management Co
Industry Financial Services
Experience
Moreland Management Co September 2014 - Present
John Hancock Financial January 2012 - August 2014
Bienville Capital Management June 2009 - May 2011
SCS Financial April 2008 - June 2009
Atlantic Trust July 2005 - April 2008
Muirfield Capital Partners June 2004 - July 2005
Neuberger Berman a subsidiary of Lehman Brothers June 2000 - June 2004
Skills
Hedge Funds, Asset Allocation, Mutual Funds, Financial Markets, Finance, Investments, Alternative Investments, Portfolio Management, Asset Management, Fixed Income, Equities, Fund Of Funds, Asset Managment
Education
Montclair State University 1998 — 2001
CFA Institute member
Chartered Financial Analyst
Moreland Management Co September 2014 - Present
John Hancock Financial January 2012 - August 2014
Bienville Capital Management June 2009 - May 2011
SCS Financial April 2008 - June 2009
Atlantic Trust July 2005 - April 2008
Muirfield Capital Partners June 2004 - July 2005
Neuberger Berman a subsidiary of Lehman Brothers June 2000 - June 2004
Skills
Hedge Funds, Asset Allocation, Mutual Funds, Financial Markets, Finance, Investments, Alternative Investments, Portfolio Management, Asset Management, Fixed Income, Equities, Fund Of Funds, Asset Managment
Education
Montclair State University 1998 — 2001
CFA Institute member
Chartered Financial Analyst
Tony Abbiati's SCS Financial Experience 2002 - Present
Job Managing Director at SCS Financial
Industry Financial Services
Experience
SCS Financial 2002 - Present
Goldman Sachs 1997 - 2002
Education
Duke University - The Fuqua School of Business 1995 — 1997
MBA, Finance
Bowdoin College 1990 — 1993
AB, Biochemistry
SCS Financial 2002 - Present
Goldman Sachs 1997 - 2002
Education
Duke University - The Fuqua School of Business 1995 — 1997
MBA, Finance
Bowdoin College 1990 — 1993
AB, Biochemistry
Peter Mattoon's SCS Financial Experience 2002 - Present
Job CEO SCS Financial
Industry Investment Management
Experience
SCS Financial 2002 - Present
Scudder Investments 1988 - 2002
Education
Bucknell University 1980 — 1984
SCS Financial 2002 - Present
Scudder Investments 1988 - 2002
Education
Bucknell University 1980 — 1984
Nina Anderson's SCS Financial Experience March 2008 - Present
Job Senior Research Analyst at SCS Financial
Industry Investment Management
Experience
SCS Financial March 2008 - Present
SCS Financial March 2008 - Present
Pingree School 2002 - June 2009
The House of the Seven Gables 2000 - 2008
Scudder Investments 1983 - 2001
CIGNA 1983 - 1986
Skills
Public Finance
Education
McGill University 1977 — 1981
SCS Financial March 2008 - Present
SCS Financial March 2008 - Present
Pingree School 2002 - June 2009
The House of the Seven Gables 2000 - 2008
Scudder Investments 1983 - 2001
CIGNA 1983 - 1986
Skills
Public Finance
Education
McGill University 1977 — 1981
Sela Tim's SCS Financial Experience April 2007 - December 2007
Job Data and Pricing Analyst at Interactive Data
Industry Financial Services
Experience
Interactive Data December 2008 - September 2014
Brown Brothers Harriman April 2008 - October 2008
SCS Financial April 2007 - December 2007
Mercer 2005 - 2006
Skills
Mutual Funds, Derivatives, Equities, Fixed Income, Bloomberg, Asset Management, Financial Modeling, Asset Allocation, Financial Analysis, Investments, Equity Research, Risk Management, System Monitoring, Data Analysis, Alternative Investments, Microsoft Office, Management, Microsoft Excel
Education
University of Massachusetts at Lowell 1999 — 2004
Bachelor of Science Degree in Business Administration, Dual Concentration in MIS and Finance
Interactive Data December 2008 - September 2014
Brown Brothers Harriman April 2008 - October 2008
SCS Financial April 2007 - December 2007
Mercer 2005 - 2006
Skills
Mutual Funds, Derivatives, Equities, Fixed Income, Bloomberg, Asset Management, Financial Modeling, Asset Allocation, Financial Analysis, Investments, Equity Research, Risk Management, System Monitoring, Data Analysis, Alternative Investments, Microsoft Office, Management, Microsoft Excel
Education
University of Massachusetts at Lowell 1999 — 2004
Bachelor of Science Degree in Business Administration, Dual Concentration in MIS and Finance
Lee Caleshu's SCS Financial Experience April 2007 - March 2013
Job Research Analyst at The Roosevelt Investment Group
Industry Investment Management
Experience
The Roosevelt Investment Group April 2013 - Present
SCS Financial April 2007 - March 2013
INVESCO November 2000 - April 2007
PanAgora Asset Management September 1999 - November 2000
Skills
Hedge Funds, Investments, Equity Research, Equities, Research, Risk Management, Fixed Income, Investment Strategies, Asset Allocation, Portfolio Management, Alternative Investments
Education
Tulane University 1995 — 1999
BSM, Finance
Lynnfield High School 1991 — 1995
The Roosevelt Investment Group April 2013 - Present
SCS Financial April 2007 - March 2013
INVESCO November 2000 - April 2007
PanAgora Asset Management September 1999 - November 2000
Skills
Hedge Funds, Investments, Equity Research, Equities, Research, Risk Management, Fixed Income, Investment Strategies, Asset Allocation, Portfolio Management, Alternative Investments
Education
Tulane University 1995 — 1999
BSM, Finance
Lynnfield High School 1991 — 1995
Jocelyn Schwartz, JD, LLM's SCS Financial Experience February 2013 - Present
Job Director, Private Client Group at SCS Financial
Industry Financial Services
Experience
SCS Financial February 2013 - Present
Pillar Financial Advisors November 2006 - January 2013
Fidelity Investments 2003 - 2006
Skills
Estate Planning, Retirement Planning, Financial Planning, Investment Advisory, Wealth Management, Financial Modeling, Strategic Financial...
Education
Boston University School of Law, Graduate Tax Program 2001 — 2003
LLM, Tax Law & Estate Planning
New England Law Boston 1997 — 2000
JD, Law
Ithaca College 1994 — 1997
BA, Psychology
Pepperdine University 1993 — 1994
SCS Financial February 2013 - Present
Pillar Financial Advisors November 2006 - January 2013
Fidelity Investments 2003 - 2006
Skills
Estate Planning, Retirement Planning, Financial Planning, Investment Advisory, Wealth Management, Financial Modeling, Strategic Financial...
Education
Boston University School of Law, Graduate Tax Program 2001 — 2003
LLM, Tax Law & Estate Planning
New England Law Boston 1997 — 2000
JD, Law
Ithaca College 1994 — 1997
BA, Psychology
Pepperdine University 1993 — 1994
Ethan Pride, CFA, PhD's SCS Financial Experience March 2014 - Present
Job Investment Analyst
Industry Financial Services
Experience
SCS Financial March 2014 - Present
Groupama Asset Management December 2010 - March 2013
Fidelity Investments March 2008 - June 2010
Fidelity Investments November 2006 - March 2008
Fidelity Investments April 2006 - November 2006
The College of New Jersey January 2004 - January 2005
Princeton University January 2003 - January 2004
Skills
Asset Allocation, Equities, Portfolio Management, Quantitative Analytics, Mutual Funds, Risk Management, ETFs, Finance, Financial Risk, Investment Management
Education
Princeton University
PhD
Stanford University
AB
University of Tennessee-Knoxville
BS
SCS Financial March 2014 - Present
Groupama Asset Management December 2010 - March 2013
Fidelity Investments March 2008 - June 2010
Fidelity Investments November 2006 - March 2008
Fidelity Investments April 2006 - November 2006
The College of New Jersey January 2004 - January 2005
Princeton University January 2003 - January 2004
Skills
Asset Allocation, Equities, Portfolio Management, Quantitative Analytics, Mutual Funds, Risk Management, ETFs, Finance, Financial Risk, Investment Management
Education
Princeton University
PhD
Stanford University
AB
University of Tennessee-Knoxville
BS
Sabrina Condon's SCS Financial Experience June 2003 - September 2004
Job Client Support Specialist at Commonwealth Cash Management
Industry Financial Services
Experience
Commonwealth Cash Management May 2010 - Present
Semester at Sea 2007 - December 2011
LongVue Advisors September 2004 - March 2009
SCS Financial June 2003 - September 2004
RINET Company, LLC June 1998 - May 2003
Education
University of Massachusetts, Amherst 1995 — 1998
Bachelors, Accounting
Suffolk University
Masters, Taxation
Commonwealth Cash Management May 2010 - Present
Semester at Sea 2007 - December 2011
LongVue Advisors September 2004 - March 2009
SCS Financial June 2003 - September 2004
RINET Company, LLC June 1998 - May 2003
Education
University of Massachusetts, Amherst 1995 — 1998
Bachelors, Accounting
Suffolk University
Masters, Taxation
Kate Devens's SCS Financial Experience June 2008 - March 2010
Job IT Consultant at Gannett Welsh & Kotler
Industry Financial Services
Experience
Gannett Welsh & Kotler March 2010 - Present
SCS Financial June 2008 - March 2010
Income Research & Management April 2007 - June 2008
Gannett Welsh & Kotler September 2000 - April 2007
Education
University of New Hampshire 1991 — 1995
Bachelor of Science (BS)
Gannett Welsh & Kotler March 2010 - Present
SCS Financial June 2008 - March 2010
Income Research & Management April 2007 - June 2008
Gannett Welsh & Kotler September 2000 - April 2007
Education
University of New Hampshire 1991 — 1995
Bachelor of Science (BS)
Maggie Webster Piccirillo's SCS Financial Experience April 2010 - February 2013
Job Client Consultant at Shepherd Kaplan
Industry Financial Services
Experience
Shepherd Kaplan February 2013 - Present
SCS Financial April 2010 - February 2013
SCS Financial September 2008 - April 2010
FactSet Research Systems July 2007 - September 2008
Skills
Hedge Funds, Alternative Investments, Bloomberg, Equities
Education
Dickinson College 2003 — 2007
BA, International Business, Economics
Emma Willard School
Shepherd Kaplan February 2013 - Present
SCS Financial April 2010 - February 2013
SCS Financial September 2008 - April 2010
FactSet Research Systems July 2007 - September 2008
Skills
Hedge Funds, Alternative Investments, Bloomberg, Equities
Education
Dickinson College 2003 — 2007
BA, International Business, Economics
Emma Willard School
Dylan Walton-Yedlin, CFA's SCS Financial Experience August 2011 - Present
Job Fixed Income at SCS Financial
Industry Financial Services
Experience
SCS Financial August 2011 - Present
Fidelity Capital Markets June 2009 - August 2011
Fidelity Investments January 2007 - June 2009
Seattle Mariners June 2002 - May 2006
Skills
Equities, Fixed Income, Portfolio Management, Derivatives, Investments, Wealth Management, Capital Markets, Trading, Series 7, Asset Management, Bloomberg, Alternative Investments, Financial Services, Securities, Hedge Funds, Options
Education
Union College 2002 — 2006
Bachelor of Arts, Political Science, Philosophy
Lakeside 1998 — 2006
SCS Financial August 2011 - Present
Fidelity Capital Markets June 2009 - August 2011
Fidelity Investments January 2007 - June 2009
Seattle Mariners June 2002 - May 2006
Skills
Equities, Fixed Income, Portfolio Management, Derivatives, Investments, Wealth Management, Capital Markets, Trading, Series 7, Asset Management, Bloomberg, Alternative Investments, Financial Services, Securities, Hedge Funds, Options
Education
Union College 2002 — 2006
Bachelor of Arts, Political Science, Philosophy
Lakeside 1998 — 2006
Levon Kololyan, CFA's SCS Financial Experience June 2009 - June 2012
Job EventDriven Analyst: Ramius Capital
Industry Financial Services
Experience
Ramius LLC June 2015 - Present
Tiburon Capital Management October 2013 - May 2015
O-CAP Management July 2013 - September 2013
Rock Maple Funds July 2012 - June 2013
SCS Financial June 2009 - June 2012
JPMorgan Alternative Asset Management August 2005 - May 2009
Greywolf Capital May 2003 - January 2004
Skills
Equities, Fixed Income, Investments, Bloomberg, Portfolio Management, Equity Research, Investment Strategies, Global Macro, Emerging Markets, Private Equity, Trading, Capital Markets, Derivatives, Hedge Funds
Education
Columbia University - Columbia Business School 2012 — 2014
Master of Business Administration (MBA)
Hamilton College
Bachelor of Arts (B.A.), Economics
Poly Prep Country Day School
High School Diploma
Ramius LLC June 2015 - Present
Tiburon Capital Management October 2013 - May 2015
O-CAP Management July 2013 - September 2013
Rock Maple Funds July 2012 - June 2013
SCS Financial June 2009 - June 2012
JPMorgan Alternative Asset Management August 2005 - May 2009
Greywolf Capital May 2003 - January 2004
Skills
Equities, Fixed Income, Investments, Bloomberg, Portfolio Management, Equity Research, Investment Strategies, Global Macro, Emerging Markets, Private Equity, Trading, Capital Markets, Derivatives, Hedge Funds
Education
Columbia University - Columbia Business School 2012 — 2014
Master of Business Administration (MBA)
Hamilton College
Bachelor of Arts (B.A.), Economics
Poly Prep Country Day School
High School Diploma
Nicholas Sharis's SCS Financial Experience January 2011 - Present
Job Vice President at SCS Financial
Industry Financial Services
Experience
SCS Financial January 2011 - Present
Fidelity Investments August 2009 - January 2011
Fidelity Investments July 2006 - July 2009
Fidelity Investments June 2005 - June 2006
Skills
Corporate Finance, Asset Allocation, Mutual Funds, Fixed Income, Microsoft Office, Equities, Financial Modeling, Asset Management, Finance, Valuation, Strategic Financial..., Portfolio Management, Investments, Access
Education
Boston University Questrom School of Business 2008 — 2011
MBA, Finance, Strategy & Business Analysis
Boston University Questrom School of Business 2002 — 2006
BS, in Business Administration, Finance
SCS Financial January 2011 - Present
Fidelity Investments August 2009 - January 2011
Fidelity Investments July 2006 - July 2009
Fidelity Investments June 2005 - June 2006
Skills
Corporate Finance, Asset Allocation, Mutual Funds, Fixed Income, Microsoft Office, Equities, Financial Modeling, Asset Management, Finance, Valuation, Strategic Financial..., Portfolio Management, Investments, Access
Education
Boston University Questrom School of Business 2008 — 2011
MBA, Finance, Strategy & Business Analysis
Boston University Questrom School of Business 2002 — 2006
BS, in Business Administration, Finance
Adah Jung's SCS Financial Experience 2010 - May 2013
Job Manager, Mergers & Acquisitions at Shell
Industry Oil & Energy
Experience
Shell June 2014 - August 2014
SCS Financial 2010 - May 2013
Skills
Hedge Funds, Portfolio Management, Investment Banking, Investments, Bloomberg, Trading, Economics, Quantitative Analytics, Equity Research, Alternative Investments
Education
MIT Sloan School of Management 2013 — 2015
Master of Business Administration (MBA), Finance
Hamilton College 2006 — 2010
B.A Honors, Economics
Northfield Mount Hermon School 2003 — 2006
Shell June 2014 - August 2014
SCS Financial 2010 - May 2013
Skills
Hedge Funds, Portfolio Management, Investment Banking, Investments, Bloomberg, Trading, Economics, Quantitative Analytics, Equity Research, Alternative Investments
Education
MIT Sloan School of Management 2013 — 2015
Master of Business Administration (MBA), Finance
Hamilton College 2006 — 2010
B.A Honors, Economics
Northfield Mount Hermon School 2003 — 2006
Amanda Balsamo's SCS Financial Experience January 2010 - June 2010
Job AnalystGlobal Compensation & Talent Management Systems at Tiffany & Co.
Industry Human Resources
Experience
Tiffany & Company March 2015 - Present
Tiffany & Co. May 2013 - Present
Tiffany & Co. June 2011 - April 2013
SCS Financial January 2010 - June 2010
P&G: Gillette January 2009 - June 2009
MFS Investment Management January 2008 - June 2008
Skills
Bloomberg, Microsoft Excel, Hedge Funds, Microsoft Office, Investments, Financial Analysis, PowerPoint, Microsoft Word, Outlook, PeopleSoft, Finance, Deferred Compensation, Financial Reporting, Talent Acquisition
Education
Northeastern University 2006 — 2011
Bachelor's, Finance, Human Resources, minor International Affairs
Northeastern University 2006 — 2011
Bachelor of Business Administration (B.B.A.), Human Resources Management and Finance
Tiffany & Company March 2015 - Present
Tiffany & Co. May 2013 - Present
Tiffany & Co. June 2011 - April 2013
SCS Financial January 2010 - June 2010
P&G: Gillette January 2009 - June 2009
MFS Investment Management January 2008 - June 2008
Skills
Bloomberg, Microsoft Excel, Hedge Funds, Microsoft Office, Investments, Financial Analysis, PowerPoint, Microsoft Word, Outlook, PeopleSoft, Finance, Deferred Compensation, Financial Reporting, Talent Acquisition
Education
Northeastern University 2006 — 2011
Bachelor's, Finance, Human Resources, minor International Affairs
Northeastern University 2006 — 2011
Bachelor of Business Administration (B.B.A.), Human Resources Management and Finance
C. Howard Wietschner's SCS Financial Experience July 2015 - Present
Job Private Investor
Industry Financial Services
Experience
One Ha'am June 2014 - Present
SCS Financial July 2015 - Present
Private Investor August 2012 - Present
Hapoel Jerusalem Basketball Team September 2013 - Present
Goldman Sachs July 2007 - July 2012
Goldman Sachs 2003 - 2007
Goldman Sachs 2002 - 2007
Goldman Sachs 2000 - 2003
Goldman Sachs 1998 - 2000
Goldman Sachs 1994 - 1998
Skills
Real Estate, Private Equity, Convertible Bonds, Hedge Funds, Financial Structuring, Trading, Equities, Investments, Sales, Start-ups, Portfolio Management, Corporate Development, Bloomberg, Corporate Governance, Capital Markets, Relative Value, Corporate Finance, Financial Modeling, Management, Valuation, Venture Capital, Fixed Income, Alternative Investments, Due Diligence, Investment Banking, Derivatives, Equity Research
Education
Fordham Law School 1988 — 1991
JD
Yeshiva University 1984 — 1988
BA, Economics, Magna Cum Laude
manhattan day school
One Ha'am June 2014 - Present
SCS Financial July 2015 - Present
Private Investor August 2012 - Present
Hapoel Jerusalem Basketball Team September 2013 - Present
Goldman Sachs July 2007 - July 2012
Goldman Sachs 2003 - 2007
Goldman Sachs 2002 - 2007
Goldman Sachs 2000 - 2003
Goldman Sachs 1998 - 2000
Goldman Sachs 1994 - 1998
Skills
Real Estate, Private Equity, Convertible Bonds, Hedge Funds, Financial Structuring, Trading, Equities, Investments, Sales, Start-ups, Portfolio Management, Corporate Development, Bloomberg, Corporate Governance, Capital Markets, Relative Value, Corporate Finance, Financial Modeling, Management, Valuation, Venture Capital, Fixed Income, Alternative Investments, Due Diligence, Investment Banking, Derivatives, Equity Research
Education
Fordham Law School 1988 — 1991
JD
Yeshiva University 1984 — 1988
BA, Economics, Magna Cum Laude
manhattan day school
Jason Pollock's SCS Financial Experience June 2012 - January 2013
Job Business Analyst at Information Services Group
Industry Financial Services
Experience
Information Services Group June 2014 - Present
D'Amore-McKim School of Business September 2010 - May 2014
GE July 2013 - January 2014
SCS Financial June 2012 - January 2013
Alpha Epsilon Pi December 2011 - December 2012
State Street Global Advisors July 2011 - December 2011
Skills
Microsoft Excel, VBA, Spreadsheets, Bloomberg, Databases, Outlook, Financial Analysis, Alternative Investments, Hedge Funds, Fund Of Funds, Performance Reporting, Communication, Capital Budgeting, SharePoint, Access, Data Analysis, Microsoft Office, PowerPoint, Microsoft Word
Education
Northeastern University 2009 — 2014
a Bachelor of Science Degree, Business Administration May 2014; Finance and Accounting
Abington Heights High School 2005 — 2009
High School Diploma
Information Services Group June 2014 - Present
D'Amore-McKim School of Business September 2010 - May 2014
GE July 2013 - January 2014
SCS Financial June 2012 - January 2013
Alpha Epsilon Pi December 2011 - December 2012
State Street Global Advisors July 2011 - December 2011
Skills
Microsoft Excel, VBA, Spreadsheets, Bloomberg, Databases, Outlook, Financial Analysis, Alternative Investments, Hedge Funds, Fund Of Funds, Performance Reporting, Communication, Capital Budgeting, SharePoint, Access, Data Analysis, Microsoft Office, PowerPoint, Microsoft Word
Education
Northeastern University 2009 — 2014
a Bachelor of Science Degree, Business Administration May 2014; Finance and Accounting
Abington Heights High School 2005 — 2009
High School Diploma
Maxim Khristenko's SCS Financial Experience November 2014 - June 2015
Job Hedge Fund Analyst Coop at SCS Financial
Industry Financial Services
Experience
SCS Financial November 2014 - June 2015
SCS Financial November 2014 - June 2015
Goldman Sachs Agency Lending December 2013 - June 2014
Suffolk Construction December 2012 - December 2012
Suffolk Construction November 2012 - November 2012
Suffolk Construction September 2012 - October 2012
Bunker Hill Community College June 2011 - May 2012
Boot Camp owner/operator May 2009 - September 2011
Skills
Microsoft Office, PowerPoint, Customer Service, Microsoft Excel, Public Speaking, Microsoft Word, Research, Leadership, Statistics, Economics, Equity Research, Forecasting, P90X
Education
Northeastern University 2012 — 2014
Bachelor of Science (BS), Finance and Investments
Bunker Hill Community College 2009 — 2012
Associate of Arts (A.A.), Communication, General
SCS Financial November 2014 - June 2015
SCS Financial November 2014 - June 2015
Goldman Sachs Agency Lending December 2013 - June 2014
Suffolk Construction December 2012 - December 2012
Suffolk Construction November 2012 - November 2012
Suffolk Construction September 2012 - October 2012
Bunker Hill Community College June 2011 - May 2012
Boot Camp owner/operator May 2009 - September 2011
Skills
Microsoft Office, PowerPoint, Customer Service, Microsoft Excel, Public Speaking, Microsoft Word, Research, Leadership, Statistics, Economics, Equity Research, Forecasting, P90X
Education
Northeastern University 2012 — 2014
Bachelor of Science (BS), Finance and Investments
Bunker Hill Community College 2009 — 2012
Associate of Arts (A.A.), Communication, General
Marcelo Vedovatto, CFA's SCS Financial Experience September 2007 - Present
Job Vice President at SCS Financial
Industry Financial Services
Experience
SCS Financial September 2007 - Present
John Hancock Advisers, LLC April 2006 - September 2007
State Street July 2004 - April 2006
Skills
Equities, Bloomberg, Alternative Investments, Fixed Income, Hedge Funds, Asset Management, Asset Allocation, Mutual Funds, Valuation, Portfolio Management, Finance
Education
Bentley University 2000 — 2004
Finance
SCS Financial September 2007 - Present
John Hancock Advisers, LLC April 2006 - September 2007
State Street July 2004 - April 2006
Skills
Equities, Bloomberg, Alternative Investments, Fixed Income, Hedge Funds, Asset Management, Asset Allocation, Mutual Funds, Valuation, Portfolio Management, Finance
Education
Bentley University 2000 — 2004
Finance
Jay Byoun's SCS Financial Experience January 2012 - July 2013
Job Full Stack Engineer at Breeze
Industry Computer Software
Experience
Breeze (joinbreeze.com) March 2015 - Present
Backupify February 2014 - March 2015
SCS Financial January 2012 - July 2013
State Street Corporation December 2010 - June 2011
Apple September 2009 - November 2010
Skills
Investments, Financial Modeling, Hedge Funds, Bloomberg, Portfolio Management, Asset Management, Equities, Research, Alternative Investments, Excel, Asset Allocation, Economic Policy, Ruby on Rails, Ruby, PostgreSQL, JavaScript, Ember.js, D3, Git
Education
Northeastern University 2009 — 2012
Bachelor of Science Degree, Finance & Psychology
London School of Economics and Political Science 2011 — 2011
Continuing Education
Breeze (joinbreeze.com) March 2015 - Present
Backupify February 2014 - March 2015
SCS Financial January 2012 - July 2013
State Street Corporation December 2010 - June 2011
Apple September 2009 - November 2010
Skills
Investments, Financial Modeling, Hedge Funds, Bloomberg, Portfolio Management, Asset Management, Equities, Research, Alternative Investments, Excel, Asset Allocation, Economic Policy, Ruby on Rails, Ruby, PostgreSQL, JavaScript, Ember.js, D3, Git
Education
Northeastern University 2009 — 2012
Bachelor of Science Degree, Finance & Psychology
London School of Economics and Political Science 2011 — 2011
Continuing Education
Alex Mazza's SCS Financial Experience February 2011 - May 2015
Job Windhaven Investment Management
Industry Financial Services
Experience
Windhaven Investment Management May 2015 - Present
SCS Financial February 2011 - May 2015
State Street June 2007 - February 2011
Investors Bank & Trust June 2007 - July 2007
University of Massachusetts Amherst September 2006 - May 2007
Skills
ETFs, Bloomberg, Advent, Asset Allocation, Trading, Best Execution, Microsoft Excel, Due Diligence, Equities, Alternative Investments, Mutual Funds, Hedge Funds, Private Equity, Limited Partnerships, Asset Management, Investments
Education
University of Massachusetts, Amherst
Bachelor of Science (BS)
Windhaven Investment Management May 2015 - Present
SCS Financial February 2011 - May 2015
State Street June 2007 - February 2011
Investors Bank & Trust June 2007 - July 2007
University of Massachusetts Amherst September 2006 - May 2007
Skills
ETFs, Bloomberg, Advent, Asset Allocation, Trading, Best Execution, Microsoft Excel, Due Diligence, Equities, Alternative Investments, Mutual Funds, Hedge Funds, Private Equity, Limited Partnerships, Asset Management, Investments
Education
University of Massachusetts, Amherst
Bachelor of Science (BS)
Katie Tierney's SCS Financial Experience September 2012 - Present
Job Investment Operations Analyst at SCS Financial
Industry Financial Services
Experience
SCS Financial September 2012 - Present
JPMorgan Chase June 2010 - September 2012
KPMG January 2009 - June 2009
Education
University of Massachusetts at Amherst - Isenberg School of Management 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, Accounting
John Cabot University - Rome, Italy 2009 — 2009
Italian Language
SCS Financial September 2012 - Present
JPMorgan Chase June 2010 - September 2012
KPMG January 2009 - June 2009
Education
University of Massachusetts at Amherst - Isenberg School of Management 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, Accounting
John Cabot University - Rome, Italy 2009 — 2009
Italian Language
John T. Homan's SCS Financial Experience February 2013 - Present
Job Client Advisor at SCS Financial
Industry Financial Services
Experience
SCS Financial February 2013 - Present
State Street Bank February 2012 - February 2013
State Street Bank June 2010 - February 2012
Pastore Financial Group January 2010 - May 2010
Northwestern Mutual June 2009 - August 2009
Education
Saint Michael's College 2006 — 2010
Bachelor of Science, Business Administration
Marblehead High School 2002 — 2006
SCS Financial February 2013 - Present
State Street Bank February 2012 - February 2013
State Street Bank June 2010 - February 2012
Pastore Financial Group January 2010 - May 2010
Northwestern Mutual June 2009 - August 2009
Education
Saint Michael's College 2006 — 2010
Bachelor of Science, Business Administration
Marblehead High School 2002 — 2006
Adrian Ketri's SCS Financial Experience 2009 - Present
Job General Counsel at SCS Financial
Industry Financial Services
Experience
SCS Financial 2009 - Present
Affiliated Managers Group June 2008 - December 2008
BlackRock 2005 - 2008
State Street Bank 1997 - 2005
Education
Boston University School of Law 1996 — 1997
Master of Laws (LLM), Banking and Financial Law
University of Geneva 1992 — 1996
Bachelor of Laws (LLB), Law
SCS Financial 2009 - Present
Affiliated Managers Group June 2008 - December 2008
BlackRock 2005 - 2008
State Street Bank 1997 - 2005
Education
Boston University School of Law 1996 — 1997
Master of Laws (LLM), Banking and Financial Law
University of Geneva 1992 — 1996
Bachelor of Laws (LLB), Law
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY