Scudder Company
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Scudder Employees
Employee
Years
Job
Industry
Brian Lannigan Brian Lannigan's Scudder Experience January 1991 - January 1993
Job Financial Advisor, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2008 - Present
Citizens Investment ServicesCitizens Investment Services October 2004 - May 2008
Merrill Lynch March 2003 - October 2004
Fleet Investment Services November 1993 - March 2003
Scudder January 1991 - January 1993
Fidelity Investments January 1989 - January 1990
Skills
Series 7, Mutual Funds, Investments, Wealth Management, Retirement Planning, Finance, Financial Advisory, Fixed Income, Insurance, Financial Planning, Asset Management, Portfolio Management, Risk Management, Asset Allocation
Education
Framingham State College 1985 — 1989
Bachelors of Arts, Geography; Urban and regional planning
Boston University - Metropolitan College
Center for Professional Education, Financial Planning Program
Merrill Lynch May 2008 - Present
Citizens Investment ServicesCitizens Investment Services October 2004 - May 2008
Merrill Lynch March 2003 - October 2004
Fleet Investment Services November 1993 - March 2003
Scudder January 1991 - January 1993
Fidelity Investments January 1989 - January 1990
Skills
Series 7, Mutual Funds, Investments, Wealth Management, Retirement Planning, Finance, Financial Advisory, Fixed Income, Insurance, Financial Planning, Asset Management, Portfolio Management, Risk Management, Asset Allocation
Education
Framingham State College 1985 — 1989
Bachelors of Arts, Geography; Urban and regional planning
Boston University - Metropolitan College
Center for Professional Education, Financial Planning Program
Linda (Morgan) Lessard Linda (Morgan) Lessard's Scudder Experience 1998 - 2003
Job Unix SysAdmin at ADP
Industry Financial Services
Experience
ADP October 2003 - Present
ADP Retirement Services 2003 - Present
Deutsche Bank 2000 - 2003
Scudder 1998 - 2003
Scudder Kemper Investments 1998 - 2000
Scudder Stevens & Clark 1992 - 1998
Wang Labs 1976 - 1992
Wang 1976 - 1992
Education
Boston University
Information Technology
ADP October 2003 - Present
ADP Retirement Services 2003 - Present
Deutsche Bank 2000 - 2003
Scudder 1998 - 2003
Scudder Kemper Investments 1998 - 2000
Scudder Stevens & Clark 1992 - 1998
Wang Labs 1976 - 1992
Wang 1976 - 1992
Education
Boston University
Information Technology
Jerry Doyle's Scudder Experience 1995 - 1997
Job VP Engineering at Vision Government Solutions, Inc.
Industry Computer Software
Experience
Vision Government Solutions, Inc. September 2015 - Present
eBay Enterprise January 2014 - September 2015
e-Dialog (an eBay company) June 2011 - January 2014
LogicLab LLC (A Merkle Company) October 2009 - March 2011
Merkle December 2007 - October 2009
Lakeview Technology, Inc March 2001 - July 2007
iXL 2000 - 2001
Tessera 1997 - 2001
Scudder 1995 - 1997
DMGT 1991 - 1995
Skills
SaaS, Agile, Enterprise Software, Scrum, Product Management, Business Intelligence, CRM, Management, Data Warehousing, Leadership, Product Development, Disaster Recovery, Professional Services, Software Engineering, Strategic Planning, Cloud Computing, SDLC, Enterprise Architecture, E-commerce, Analytics, Databases, Software Project..., SQL, Software Development, Vendor Management, Agile Methodologies, Sales Management, IT Strategy, Program Management, Strategy, Business Analysis, Marketing Communications, Start-ups, Database Marketing, Project Management, XML, Executive Management, Integration, Cross-functional Team..., Big Data, Agile Project Management, Marketing Automation, Data Modeling, Strategic Partnerships, Database Design, Multi-channel Marketing, ETL, Salesforce.com, Requirements Analysis, Networking
Education
Northeastern University 1979 — 1985
BS, MIS
Vision Government Solutions, Inc. September 2015 - Present
eBay Enterprise January 2014 - September 2015
e-Dialog (an eBay company) June 2011 - January 2014
LogicLab LLC (A Merkle Company) October 2009 - March 2011
Merkle December 2007 - October 2009
Lakeview Technology, Inc March 2001 - July 2007
iXL 2000 - 2001
Tessera 1997 - 2001
Scudder 1995 - 1997
DMGT 1991 - 1995
Skills
SaaS, Agile, Enterprise Software, Scrum, Product Management, Business Intelligence, CRM, Management, Data Warehousing, Leadership, Product Development, Disaster Recovery, Professional Services, Software Engineering, Strategic Planning, Cloud Computing, SDLC, Enterprise Architecture, E-commerce, Analytics, Databases, Software Project..., SQL, Software Development, Vendor Management, Agile Methodologies, Sales Management, IT Strategy, Program Management, Strategy, Business Analysis, Marketing Communications, Start-ups, Database Marketing, Project Management, XML, Executive Management, Integration, Cross-functional Team..., Big Data, Agile Project Management, Marketing Automation, Data Modeling, Strategic Partnerships, Database Design, Multi-channel Marketing, ETL, Salesforce.com, Requirements Analysis, Networking
Education
Northeastern University 1979 — 1985
BS, MIS
Kristine LeBlanc, PMP, CSM Kristine LeBlanc, PMP, CSM's Scudder Experience January 1994 - September 2000
Job Adjunct Faculty at University of Bridgeport
Industry Higher Education
Experience
University of Bridgeport August 2015 - Present
University of Maine System June 2015 - Present
University of Bridgeport September 2011 - June 2015
Life University August 2009 - August 2011
LeBlanc Coaching July 2008 - July 2011
TD Bank September 2002 - September 2008
Fidelity Investments September 2000 - July 2001
Scudder January 1994 - September 2000
Skills
Program Management, Leadership, Business Process..., SharePoint, Training, Business Analysis, Public Speaking, Project Management, Strategy, Higher Education, Leadership Development, Data Analysis, Process Improvement, Microsoft CRM, Microsoft Technologies, Datatel, Analysis, MS Project, SharePoint Designer, Organizational..., Student Development, Coaching, Proposal Writing, Visio, Team Building, Program Development, Fundraising, Six Sigma, PMP, Time Management, Workshop Facilitation, Nonprofits, Student Affairs, Vendor Management, software project..., International...
Education
University of Bridgeport 2012 — 2015
Master of Arts (M.A.), Global Development and Peace, 4.0
Kaplan University 2009 — 2011
Master of Science (MS), Leadership and Higher Education
Saint Anselm College 1987 — 1992
BA, Liberal Studies in the Great Books
University of Bridgeport August 2015 - Present
University of Maine System June 2015 - Present
University of Bridgeport September 2011 - June 2015
Life University August 2009 - August 2011
LeBlanc Coaching July 2008 - July 2011
TD Bank September 2002 - September 2008
Fidelity Investments September 2000 - July 2001
Scudder January 1994 - September 2000
Skills
Program Management, Leadership, Business Process..., SharePoint, Training, Business Analysis, Public Speaking, Project Management, Strategy, Higher Education, Leadership Development, Data Analysis, Process Improvement, Microsoft CRM, Microsoft Technologies, Datatel, Analysis, MS Project, SharePoint Designer, Organizational..., Student Development, Coaching, Proposal Writing, Visio, Team Building, Program Development, Fundraising, Six Sigma, PMP, Time Management, Workshop Facilitation, Nonprofits, Student Affairs, Vendor Management, software project..., International...
Education
University of Bridgeport 2012 — 2015
Master of Arts (M.A.), Global Development and Peace, 4.0
Kaplan University 2009 — 2011
Master of Science (MS), Leadership and Higher Education
Saint Anselm College 1987 — 1992
BA, Liberal Studies in the Great Books
Greg Seaver, CIMA®'s Scudder Experience 1999 - 2002
Job
Industry Financial Services
Experience
Hartford Funds January 2012 - Present
ING January 2010 - October 2011
ING March 2005 - January 2010
ING 2002 - 2005
Scudder 1999 - 2002
Skills
Relationship Management, Investments, Retirement, Mutual Funds, Retirement Planning, 401k, Defined Contribution, Series 63, Strategy, Series 6, Alternative Investments, Leadership, Financial Services, Wealth Management, Series 7, Retirement plan sales, Sales Presentations, Product Development, Team Management, Defined Contribution...
Education
Boston University - School of Management 2001 — 2004
MBA, Finance, Marketing
Boston University 1987 — 1991
BS, School of Management
Hartford Funds January 2012 - Present
ING January 2010 - October 2011
ING March 2005 - January 2010
ING 2002 - 2005
Scudder 1999 - 2002
Skills
Relationship Management, Investments, Retirement, Mutual Funds, Retirement Planning, 401k, Defined Contribution, Series 63, Strategy, Series 6, Alternative Investments, Leadership, Financial Services, Wealth Management, Series 7, Retirement plan sales, Sales Presentations, Product Development, Team Management, Defined Contribution...
Education
Boston University - School of Management 2001 — 2004
MBA, Finance, Marketing
Boston University 1987 — 1991
BS, School of Management
Jason Chalmers Jason Chalmers's Scudder Experience 1993 - 1996
Job Director Client Relationship Management at Parametric
Industry Investment Management
Experience
Parametric April 2014 - Present
Acadian Asset Management May 1999 - March 2014
Brown Brother Harriman & Co. September 1997 - April 1999
Brown Brothers Harriman 1997 - 1999
Scudder 1993 - 1996
Skills
Equities, Alternative Investments, Mutual Funds, Investment Management, Portfolio Management, Global Client Management, Series 7, Series 63, Asset Management, Investments, Investment Strategies, Securities, Valuation, Capital Markets
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2007
MS, Finance
Northeastern University 1992 — 1997
B.S., Economics
Harwood Union 1988 — 1992
Parametric April 2014 - Present
Acadian Asset Management May 1999 - March 2014
Brown Brother Harriman & Co. September 1997 - April 1999
Brown Brothers Harriman 1997 - 1999
Scudder 1993 - 1996
Skills
Equities, Alternative Investments, Mutual Funds, Investment Management, Portfolio Management, Global Client Management, Series 7, Series 63, Asset Management, Investments, Investment Strategies, Securities, Valuation, Capital Markets
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2007
MS, Finance
Northeastern University 1992 — 1997
B.S., Economics
Harwood Union 1988 — 1992
Andrew Cecil Andrew Cecil's Scudder Experience 1999 - 2002
Job Senior Financial Advisor at Berthel Fisher and Company Financial Services Inc. Member FINRA/SIPC phone 3193253831
Industry Investment Management
Experience
Berthel Fisher and Company Financial Services Inc. November 2008 - Present
Dashner, Andrews, Cecil Group LLC July 2006 - November 2008
Alliance soccer 2005 - 2007
Edward Jones 2002 - 2006
scudder 1999 - 2002
kemper 1999 - 2002
scudder kemper 1999 - 2002
dws scudder 1999 - 2002
Iowa Sigma Chi 1996 - 1998
Skills
Series 7, Investments, Investment Advisory..., Series 63, Mutual Funds, Financial Services, Asset Allocation, Securities, Finance, Investment Strategies, Wealth Management, FINRA, Investment Advisory
Education
University of Iowa 1995 — 1998
B.A., Economics
Illinois Wesleyan University 1995 — 1997
Galesburg High School 1993 — 1995
Pensacola Catholic High School 1991 — 1993
Berthel Fisher and Company Financial Services Inc. November 2008 - Present
Dashner, Andrews, Cecil Group LLC July 2006 - November 2008
Alliance soccer 2005 - 2007
Edward Jones 2002 - 2006
scudder 1999 - 2002
kemper 1999 - 2002
scudder kemper 1999 - 2002
dws scudder 1999 - 2002
Iowa Sigma Chi 1996 - 1998
Skills
Series 7, Investments, Investment Advisory..., Series 63, Mutual Funds, Financial Services, Asset Allocation, Securities, Finance, Investment Strategies, Wealth Management, FINRA, Investment Advisory
Education
University of Iowa 1995 — 1998
B.A., Economics
Illinois Wesleyan University 1995 — 1997
Galesburg High School 1993 — 1995
Pensacola Catholic High School 1991 — 1993
Jay Scott-Harris's Scudder Experience December 2000 - January 2003
Job Legal assistant at Metlife.
Industry Investment Management
Experience
MetLife November 2014 - Present
Putnam Investments January 2003 - November 2014
Scudder December 2000 - January 2003
Trammell Crow Company May 2000 - November 2000
Testa, Hurwitz & hibeault, LLP May 1998 - May 2000
Skills
Financial Modeling, Financial Analysis, Competitive Analysis, Strategic Planning, Business Strategy, Corporate Finance
Education
Colby College 1994 — 1998
BA, English / Creative Writing Fiction
Wyandotte High School 1990 — 1994
Diploma, Honors / AP
MetLife November 2014 - Present
Putnam Investments January 2003 - November 2014
Scudder December 2000 - January 2003
Trammell Crow Company May 2000 - November 2000
Testa, Hurwitz & hibeault, LLP May 1998 - May 2000
Skills
Financial Modeling, Financial Analysis, Competitive Analysis, Strategic Planning, Business Strategy, Corporate Finance
Education
Colby College 1994 — 1998
BA, English / Creative Writing Fiction
Wyandotte High School 1990 — 1994
Diploma, Honors / AP
Davis B. Clayson, Jr, CFA Davis B. Clayson, Jr, CFA's Scudder Experience 1993 - 1997
Job Managing Director, Investor Relations at Brookside Capital (Bain Capital)
Industry Investment Management
Experience
Bain Capital 2007 - Present
Robeco Investment Management January 1998 - November 2007
Scudder 1993 - 1997
Bankers Trust 1986 - 1990
Skills
Financial Modeling, Alternative Investments, Investments, Portfolio Management, Hedge Funds, Venture Capital, Equities, Private Equity, Investor Relations, Asset Management, Fixed Income, Valuation, Emerging Markets
Education
Brown University 1982 — 1986
Northfield Mount Hermon 1981 — 1982
Noble and Greenough 1975 — 1981
Bain Capital 2007 - Present
Robeco Investment Management January 1998 - November 2007
Scudder 1993 - 1997
Bankers Trust 1986 - 1990
Skills
Financial Modeling, Alternative Investments, Investments, Portfolio Management, Hedge Funds, Venture Capital, Equities, Private Equity, Investor Relations, Asset Management, Fixed Income, Valuation, Emerging Markets
Education
Brown University 1982 — 1986
Northfield Mount Hermon 1981 — 1982
Noble and Greenough 1975 — 1981
Scott Szycher Scott Szycher's Scudder Experience June 1990 - March 1993
Job Membership Marketing and Communications Manager at Associated Subcontractors of Massachusetts, Inc.
Industry Renewables & Environment
Experience
Associated Subcontractors of Massachusetts, Inc. September 2013 - Present
New England Clean Energy Council January 2012 - August 2013
Green Alliance August 2010 - January 2012
AECOM Environment February 2007 - December 2009
DermaPhylyx, Inc. October 2003 - September 2006
Consulting For Architects, Inc. October 2001 - July 2003
BRICSNET LLC April 2000 - August 2001
CELLULAR ONE / CELLULAR USA April 1996 - April 2000
POLYMEDICA PHARMACEUTICALS March 1993 - March 1996
SCUDDER June 1990 - March 1993
Skills
Strategic Partnerships, Business Development, Market Research, Marketing Communications, Start-ups, Sustainability, Marketing, Sales, Program Management, Strategy, Strategic Planning, Lead Generation, Project Management, Press Releases, Product Development, Sales Operations, Public Relations, Training, Clean Technology, Renewable Energy, Public Affairs, Analysis, Green Technology
Education
D'Amore-McKim School of Business at Northeastern University 1993 — 1997
MBA, Marketing
Tufts University 1986 — 1990
B.A., Sociology
Associated Subcontractors of Massachusetts, Inc. September 2013 - Present
New England Clean Energy Council January 2012 - August 2013
Green Alliance August 2010 - January 2012
AECOM Environment February 2007 - December 2009
DermaPhylyx, Inc. October 2003 - September 2006
Consulting For Architects, Inc. October 2001 - July 2003
BRICSNET LLC April 2000 - August 2001
CELLULAR ONE / CELLULAR USA April 1996 - April 2000
POLYMEDICA PHARMACEUTICALS March 1993 - March 1996
SCUDDER June 1990 - March 1993
Skills
Strategic Partnerships, Business Development, Market Research, Marketing Communications, Start-ups, Sustainability, Marketing, Sales, Program Management, Strategy, Strategic Planning, Lead Generation, Project Management, Press Releases, Product Development, Sales Operations, Public Relations, Training, Clean Technology, Renewable Energy, Public Affairs, Analysis, Green Technology
Education
D'Amore-McKim School of Business at Northeastern University 1993 — 1997
MBA, Marketing
Tufts University 1986 — 1990
B.A., Sociology
Gregg Kendall Gregg Kendall's Scudder Experience 1997 - 2002
Job Manager Systems Administration at Navteq
Industry Information Technology and Services
Experience
HERE, a Nokia company September 2004 - December 2014
Deustche Bank December 1984 - November 2003
Kemper Financial Services 1984 - 2003
Scudder 1997 - 2002
Kemper Service Company 1987 - 1990
Skills
Solaris, AIX, Unix, System Administration, Cloud Computing, Databases, Storage, IBM AIX, Mainframe, Disaster Recovery, Technical Support, Motorcycling, SDLC, Golf, Making Coffee, MVS, Linux, Windows Server, IT Management, Vendor Management, SQL, z/OS, Red Hat Linux, Happy Hour, Enterprise Software
Education
Centro Andino 1974 — 1974
Spanish, History, Geography
Northern Illinois University 1970 — 1974
HERE, a Nokia company September 2004 - December 2014
Deustche Bank December 1984 - November 2003
Kemper Financial Services 1984 - 2003
Scudder 1997 - 2002
Kemper Service Company 1987 - 1990
Skills
Solaris, AIX, Unix, System Administration, Cloud Computing, Databases, Storage, IBM AIX, Mainframe, Disaster Recovery, Technical Support, Motorcycling, SDLC, Golf, Making Coffee, MVS, Linux, Windows Server, IT Management, Vendor Management, SQL, z/OS, Red Hat Linux, Happy Hour, Enterprise Software
Education
Centro Andino 1974 — 1974
Spanish, History, Geography
Northern Illinois University 1970 — 1974
Bruce Mailberg's Scudder Experience January 1998 - September 2001
Job Vice President, Vendor Management at State Street
Industry Financial Services
Experience
State Street July 2007 - Present
Investors Bank & Trust September 2001 - July 2007
Scudder January 1998 - September 2001
Allmerica Financial June 1997 - January 1998
Fidelity Investments March 1996 - June 1997
First Data Corporation March 1995 - March 1996
Allmerica Financial January 1989 - March 1995
Skills
Budgeting, Contract Negotiation, Vendor Management, Financial Reporting, Vendor Relations, Outsourcing, Process Improvement, Wealth Management, Client Service, Back Office, Due Diligence, Operations Management, Business Strategy, Financial Services, Budgets, Project Management, Management, Leadership, Business Process, Finance, Project Planning, Risk Management, Mergers & Acquisitions, Executive Management, Relationship Management, Enterprise Software, Mutual Funds, Securities, Fund Accounting, Global Custody, Corporate Actions, Analysis, Strategy, Business Analysis, Equities
Education
Assumption College 1984 — 1988
Bachelor of Science, Management
Wachusett Regional High School 1980 — 1984
State Street July 2007 - Present
Investors Bank & Trust September 2001 - July 2007
Scudder January 1998 - September 2001
Allmerica Financial June 1997 - January 1998
Fidelity Investments March 1996 - June 1997
First Data Corporation March 1995 - March 1996
Allmerica Financial January 1989 - March 1995
Skills
Budgeting, Contract Negotiation, Vendor Management, Financial Reporting, Vendor Relations, Outsourcing, Process Improvement, Wealth Management, Client Service, Back Office, Due Diligence, Operations Management, Business Strategy, Financial Services, Budgets, Project Management, Management, Leadership, Business Process, Finance, Project Planning, Risk Management, Mergers & Acquisitions, Executive Management, Relationship Management, Enterprise Software, Mutual Funds, Securities, Fund Accounting, Global Custody, Corporate Actions, Analysis, Strategy, Business Analysis, Equities
Education
Assumption College 1984 — 1988
Bachelor of Science, Management
Wachusett Regional High School 1980 — 1984
Lana Spaic's Scudder Experience 1996 - 1997
Job Senior Associate Attorney at Tocci & Lee, LLC
Industry Law Practice
Experience
Tocci & Lee, LLC January 2014 - Present
Tocci, Goss & Lee March 2007 - January 2014
The Community Builders, Inc. 2006 - 2007
MFS September 2000 - September 2003
New England Financial 2000 - 2001
Boston Federal Reserve Bank June 1999 - September 2000
Scudder Kemper Investments 1998 - 2000
Scudder 1996 - 1997
Skills
Legal Research, Legal Writing, Immigration Law, Appeals, Employment-based..., H-1B, Naturalization, Immigration Issues, Visas, Adjustment Of Status, L-1, Family Law, Legal Issues, U.S. Immigration, Legal Assistance, L-1A, Legal Advice, Labor Certification, International Law, Westlaw, Lexis
Education
Suffolk University Law School 2003 — 2006
J.D., International Law Concentration
Lesley University 1998 — 2000
Masters, Business Management
Bridgewater State University 1989 — 1994
BS, Psychology and Education
Tocci & Lee, LLC January 2014 - Present
Tocci, Goss & Lee March 2007 - January 2014
The Community Builders, Inc. 2006 - 2007
MFS September 2000 - September 2003
New England Financial 2000 - 2001
Boston Federal Reserve Bank June 1999 - September 2000
Scudder Kemper Investments 1998 - 2000
Scudder 1996 - 1997
Skills
Legal Research, Legal Writing, Immigration Law, Appeals, Employment-based..., H-1B, Naturalization, Immigration Issues, Visas, Adjustment Of Status, L-1, Family Law, Legal Issues, U.S. Immigration, Legal Assistance, L-1A, Legal Advice, Labor Certification, International Law, Westlaw, Lexis
Education
Suffolk University Law School 2003 — 2006
J.D., International Law Concentration
Lesley University 1998 — 2000
Masters, Business Management
Bridgewater State University 1989 — 1994
BS, Psychology and Education
Ann Canning's Scudder Experience January 1993 - December 1993
Job SVP, Advertising Management at Bank of America Global Marketing
Industry Marketing and Advertising
Experience
Bank of America October 2009 - Present
Wachovia, A Wells Fargo Company June 2008 - October 2009
Fidelity Investments January 1994 - May 2008
Scudder January 1993 - December 1993
The New England October 1988 - December 1992
Skills
Integrated Marketing, Financial Services, Direct Marketing, Marketing Communications, Marketing Strategy, Direct Mail, Database Marketing, Thought Leadership, Email Marketing, Relationship Management, Series 63, Advertising
Education
Dual Citizenship: US and EU citizen
Emerson College
MA, Professional Writing and Publishing
Emmanuel College
BA, Communications/English Literature
FINRA Series 7, 6, 63 registered
Bank of America October 2009 - Present
Wachovia, A Wells Fargo Company June 2008 - October 2009
Fidelity Investments January 1994 - May 2008
Scudder January 1993 - December 1993
The New England October 1988 - December 1992
Skills
Integrated Marketing, Financial Services, Direct Marketing, Marketing Communications, Marketing Strategy, Direct Mail, Database Marketing, Thought Leadership, Email Marketing, Relationship Management, Series 63, Advertising
Education
Dual Citizenship: US and EU citizen
Emerson College
MA, Professional Writing and Publishing
Emmanuel College
BA, Communications/English Literature
FINRA Series 7, 6, 63 registered
Gavin Little-Gill's Scudder Experience 1990 - 1998
Job Business and Technology Strategist | Financial Services Technology Executive
Industry Financial Services
Experience
Linedata July 2012 - 2014
Linedata January 2010 - January 2013
Linedata June 2007 - January 2010
TowerGroup 2001 - June 2007
CDC IXIS 1998 - 2000
Scudder 1990 - 1998
Skills
Strategy, Business Analysis, Leadership, Management, Financial Services, Asset Management, Investment Management, Asset Managment, Hedge Funds, Product Management, Mutual Funds, Trading, Trading Systems, Fixed Income, CRM, Securities, Strategic Partnerships, Equities, Alternative Investments, Portfolio Management, Capital Markets, Financial Markets, Series 7, Relationship Management, Start-ups, Investments, Mergers & Acquisitions, Finance, Change Management, Business Strategy, Wealth Management, Electronic Trading
Education
Boston College 1990 — 1994
Masters of Science in Finance
Bates College
Linedata July 2012 - 2014
Linedata January 2010 - January 2013
Linedata June 2007 - January 2010
TowerGroup 2001 - June 2007
CDC IXIS 1998 - 2000
Scudder 1990 - 1998
Skills
Strategy, Business Analysis, Leadership, Management, Financial Services, Asset Management, Investment Management, Asset Managment, Hedge Funds, Product Management, Mutual Funds, Trading, Trading Systems, Fixed Income, CRM, Securities, Strategic Partnerships, Equities, Alternative Investments, Portfolio Management, Capital Markets, Financial Markets, Series 7, Relationship Management, Start-ups, Investments, Mergers & Acquisitions, Finance, Change Management, Business Strategy, Wealth Management, Electronic Trading
Education
Boston College 1990 — 1994
Masters of Science in Finance
Bates College
Julie Lanzilotta's Scudder Experience 1996 - 2005
Job Director Client Facing Technology at Citi
Industry Financial Services
Experience
Citi August 2012 - Present
Credit Suisse July 2008 - August 2012
Lehman Brothers August 2005 - July 2008
Lehman August 2005 - July 2008
Lehman Brothers Bank 2004 - 2008
Deutsche Asset Management 2000 - 2005
Deutsche Bank 1999 - 2005
Scudder 1996 - 2005
Scudder, Stevens, and Clark 1995 - 2005
Zurich Scudder Investments 2000 - 2002
Skills
Prime Brokerage, Fixed Income, Equities, Derivatives, Trading Systems, Hedge Funds, Investment Banking, Capital Markets, Middle Office, Electronic Trading, Bloomberg, Equity Derivatives, FX Options, Credit Derivatives, Sybase, Computer Science
Education
New York University 1991 — 1995
Bachelor of Arts (B.A.), Computer Science and Sociology
Citi August 2012 - Present
Credit Suisse July 2008 - August 2012
Lehman Brothers August 2005 - July 2008
Lehman August 2005 - July 2008
Lehman Brothers Bank 2004 - 2008
Deutsche Asset Management 2000 - 2005
Deutsche Bank 1999 - 2005
Scudder 1996 - 2005
Scudder, Stevens, and Clark 1995 - 2005
Zurich Scudder Investments 2000 - 2002
Skills
Prime Brokerage, Fixed Income, Equities, Derivatives, Trading Systems, Hedge Funds, Investment Banking, Capital Markets, Middle Office, Electronic Trading, Bloomberg, Equity Derivatives, FX Options, Credit Derivatives, Sybase, Computer Science
Education
New York University 1991 — 1995
Bachelor of Arts (B.A.), Computer Science and Sociology
Wayne 'Kevin' Wood's Scudder Experience September 1989 - February 1996
Job IT Database Manager at Oracle
Industry Information Services
Experience
Oracle March 2012 - Present
State Street July 2001 - March 2012
Zurich Scudder Investments 1996 - 2001
scudder September 1989 - February 1996
Skills
Business Analysis, Vendor Management, SDLC, Disaster Recovery, Data Warehousing, Financial Services, Unix, Databases, Business Intelligence, SQL, Process Improvement, Software Project..., IT Strategy, Solaris, Requirements Analysis, Data Modeling, Database Design, Microsoft SQL Server, SOA, Database Administration, Oracle, Enterprise Architecture, Oracle RAC, IT Management, Requirements Gathering, AIX, ETL, Cloud Computing
Education
Salem State College
Oracle March 2012 - Present
State Street July 2001 - March 2012
Zurich Scudder Investments 1996 - 2001
scudder September 1989 - February 1996
Skills
Business Analysis, Vendor Management, SDLC, Disaster Recovery, Data Warehousing, Financial Services, Unix, Databases, Business Intelligence, SQL, Process Improvement, Software Project..., IT Strategy, Solaris, Requirements Analysis, Data Modeling, Database Design, Microsoft SQL Server, SOA, Database Administration, Oracle, Enterprise Architecture, Oracle RAC, IT Management, Requirements Gathering, AIX, ETL, Cloud Computing
Education
Salem State College
Henry Gerekht's Scudder Experience 1995 - 2003
Job senior computer operator at fmer
Industry Financial Services
Experience
fmer senior computer operatorFirst Marblehead Education Resources2004 - 2008
First Marblehead Corporation 2004 - 2008
Scudder 1995 - 2003
Skills
Disaster Recovery, Data Center, Servers, Troubleshooting, Software Documentation, IT Management, Management, Networking, Switches, Active Directory, VMware, Leadership, Windows Server, Routers, Vendor Management, Virtualization
Education
Queens College 1980 — 1984
BS, Comp Science
fmer senior computer operatorFirst Marblehead Education Resources2004 - 2008
First Marblehead Corporation 2004 - 2008
Scudder 1995 - 2003
Skills
Disaster Recovery, Data Center, Servers, Troubleshooting, Software Documentation, IT Management, Management, Networking, Switches, Active Directory, VMware, Leadership, Windows Server, Routers, Vendor Management, Virtualization
Education
Queens College 1980 — 1984
BS, Comp Science
Salvatore Bruno's Scudder Experience 1991 - 2001
Job CIO
Industry Financial Services
Experience
IndexIQ June 2007 - Present
DWS Scudder 2005 - 2007
Deutsche Asset Management 2002 - 2005
Zurich Scudder Investments 1997 - 2002
Scudder Kemper Investment, Zurich Scudder Investment, Scudder Stevens and Clark 1991 - 2002
Scudder 1991 - 2001
Scudder Investments 1995 - 1997
Chase 1988 - 1991
Skills
Quantitative Research, Marketing Communications, Team Building, ETFs, Alternative Investments, Hedge Funds, Fixed Income, Bloomberg, Equities, Portfolio Management, Derivatives, Mutual Funds, Asset Allocation, Investment Strategies, Investments, Asset Managment, Bonds, Investment Advisory, Financial Markets, Capital Markets, Series 7, Investment Management, Equity Research
Education
New York University - Leonard N. Stern School of Business 1991 — 1995
MBA, Finance and Economics
Cornell University 1984 — 1988
BS, Business Management
IndexIQ June 2007 - Present
DWS Scudder 2005 - 2007
Deutsche Asset Management 2002 - 2005
Zurich Scudder Investments 1997 - 2002
Scudder Kemper Investment, Zurich Scudder Investment, Scudder Stevens and Clark 1991 - 2002
Scudder 1991 - 2001
Scudder Investments 1995 - 1997
Chase 1988 - 1991
Skills
Quantitative Research, Marketing Communications, Team Building, ETFs, Alternative Investments, Hedge Funds, Fixed Income, Bloomberg, Equities, Portfolio Management, Derivatives, Mutual Funds, Asset Allocation, Investment Strategies, Investments, Asset Managment, Bonds, Investment Advisory, Financial Markets, Capital Markets, Series 7, Investment Management, Equity Research
Education
New York University - Leonard N. Stern School of Business 1991 — 1995
MBA, Finance and Economics
Cornell University 1984 — 1988
BS, Business Management
Glenn Babakian's Scudder Experience 1991 - 1995
Job Financial Services Lead Application Developer / Business Analyst
Industry Financial Services
Experience
JPMorgan Chase & Co. July 2014 - April 2015
Babakian Technology Consulting 2013 - July 2014
Silver Management Group 2011 - 2013
First Eagle Investment Management 2010 - 2011
Newedge USA 2009 - 2010
InvestTech Systems Consulting 2006 - 2009
JP Morgan Chase 2003 - 2006
Enterprise Technology Corporation 1999 - 2003
Warburg Pincus 1995 - 1999
Scudder 1991 - 1995
Skills
Business Analysis, Software Development, SQL, Project Management, Trading Systems, Vendor Management, Quality Assurance, Requirements Analysis, Agile Methodologies, Java, Portfolio Management, Program Management, SDLC, Equities, Financial Services, Asset Management, Fixed Income, Financial Systems..., Advent Geneva, Large Systems..., Object Oriented Design, Object Oriented Software, Technical Training, Test Management, Risk Management, Axys, Financial Analysis, Management, Derivatives, Hedge Funds, Portfolio Accounting
Education
NYU Stern School of Business
Master of Business Administration (MBA), Finance, General
University of Pennsylvania - The Wharton School
BS, Economics
JPMorgan Chase & Co. July 2014 - April 2015
Babakian Technology Consulting 2013 - July 2014
Silver Management Group 2011 - 2013
First Eagle Investment Management 2010 - 2011
Newedge USA 2009 - 2010
InvestTech Systems Consulting 2006 - 2009
JP Morgan Chase 2003 - 2006
Enterprise Technology Corporation 1999 - 2003
Warburg Pincus 1995 - 1999
Scudder 1991 - 1995
Skills
Business Analysis, Software Development, SQL, Project Management, Trading Systems, Vendor Management, Quality Assurance, Requirements Analysis, Agile Methodologies, Java, Portfolio Management, Program Management, SDLC, Equities, Financial Services, Asset Management, Fixed Income, Financial Systems..., Advent Geneva, Large Systems..., Object Oriented Design, Object Oriented Software, Technical Training, Test Management, Risk Management, Axys, Financial Analysis, Management, Derivatives, Hedge Funds, Portfolio Accounting
Education
NYU Stern School of Business
Master of Business Administration (MBA), Finance, General
University of Pennsylvania - The Wharton School
BS, Economics
Carolyn O'Donnell's Scudder Experience 1993 - 1995
Job Business Development Director at Falk Marques Group
Industry Marketing and Advertising
Experience
Falk Marques Group June 2014 - Present
Real Story Group October 2012 - February 2013
Zap Technology March 2012 - September 2012
Lyra Research June 2001 - January 2012
Lyra Research, Inc. May 1999 - June 2001
Lyra Research May 1998 - May 1999
Lyra Research April 1995 - May 1998
Scudder 1993 - 1995
Skills
Email Marketing, Direct Marketing, Wordpress, Constant Contact, Event Management, Vendor Relations, Public Relations, Building Brand Awareness, Writing, Social Media Marketing, Content Strategy, Blogging, Marketing Strategy, WordPress, Advertising, Social Media, Lead Generation, Marketing, Newsletters, Trade Shows, Market Research, Marketing Communications, Marketing Research, CRM, Web Content, Content Marketing, Content Management, Marketing Management
Education
Suffolk University - Sawyer Business School 1994 — 1998
MBA, Marketing
Skidmore College 1989 — 1993
BA, Government and Spanish double major
Falk Marques Group June 2014 - Present
Real Story Group October 2012 - February 2013
Zap Technology March 2012 - September 2012
Lyra Research June 2001 - January 2012
Lyra Research, Inc. May 1999 - June 2001
Lyra Research May 1998 - May 1999
Lyra Research April 1995 - May 1998
Scudder 1993 - 1995
Skills
Email Marketing, Direct Marketing, Wordpress, Constant Contact, Event Management, Vendor Relations, Public Relations, Building Brand Awareness, Writing, Social Media Marketing, Content Strategy, Blogging, Marketing Strategy, WordPress, Advertising, Social Media, Lead Generation, Marketing, Newsletters, Trade Shows, Market Research, Marketing Communications, Marketing Research, CRM, Web Content, Content Marketing, Content Management, Marketing Management
Education
Suffolk University - Sawyer Business School 1994 — 1998
MBA, Marketing
Skidmore College 1989 — 1993
BA, Government and Spanish double major
Suzanne Bollon's Scudder Experience 1997 - 2001
Job Global Head of Client Integration Services at TradingScreen
Industry Financial Services
Experience
TradingScreen 2010 - Present
TradingScreen 2010 - 2011
Lava Trading February 2005 - May 2010
Macgregor 2001 - 2004
Scudder 1997 - 2001
Skills
Electronic Trading, Client Integration, Order Management, Trading, Equities, Equity Trading, Market Data, Management, Salesforce.com, Series 7, Trading Systems, Fixed Income, Project Management, Financial Markets, Capital Markets, Hedge Funds, Customer Service, Business Process..., XML, Business Analysis, FIX
Education
New York University - Leonard N. Stern School of Business 1995 — 1999
MBA, Finance & IT
Stony Brook University 1979 — 1983
BA, English
TradingScreen 2010 - Present
TradingScreen 2010 - 2011
Lava Trading February 2005 - May 2010
Macgregor 2001 - 2004
Scudder 1997 - 2001
Skills
Electronic Trading, Client Integration, Order Management, Trading, Equities, Equity Trading, Market Data, Management, Salesforce.com, Series 7, Trading Systems, Fixed Income, Project Management, Financial Markets, Capital Markets, Hedge Funds, Customer Service, Business Process..., XML, Business Analysis, FIX
Education
New York University - Leonard N. Stern School of Business 1995 — 1999
MBA, Finance & IT
Stony Brook University 1979 — 1983
BA, English
Alex Laganas's Scudder Experience 1995 - 1998
Job Manager Internal control and Compliance at John Hancock
Industry Financial Services
Experience
John Hancock January 2008 - Present
JohnHancock May 2006 - December 2007
chase 1998 - 2003
jp morgan chase 1998 - 2003
chase 1998 - 2003
scudder 1995 - 1998
keystone 1995 - 1998
investors bank and trust 1989 - 1995
jp morgan chase 1989 - 1995
chase 1989 - 1995
Education
Eastern Nazarene College 1983 — 1986
John Hancock January 2008 - Present
JohnHancock May 2006 - December 2007
chase 1998 - 2003
jp morgan chase 1998 - 2003
chase 1998 - 2003
scudder 1995 - 1998
keystone 1995 - 1998
investors bank and trust 1989 - 1995
jp morgan chase 1989 - 1995
chase 1989 - 1995
Education
Eastern Nazarene College 1983 — 1986
Bella Holzkenner's Scudder Experience 1997 - 2002
Job Vice President Business Manager, Global Consultant Relations at Deutsche Asset and Wealth Management
Industry Financial Services
Experience
Deutsche Asset & Wealth Management February 2014 - Present
Deutsche Asset & Wealth Management October 2012 - January 2014
DB Advisors May 2011 - September 2012
DB Advisors October 2006 - April 2011
Scudder 1997 - 2002
Value Line 1992 - 1994
Education
City University of New York-Hunter College 1990 — 1994
Deutsche Asset & Wealth Management February 2014 - Present
Deutsche Asset & Wealth Management October 2012 - January 2014
DB Advisors May 2011 - September 2012
DB Advisors October 2006 - April 2011
Scudder 1997 - 2002
Value Line 1992 - 1994
Education
City University of New York-Hunter College 1990 — 1994
Alan Polo's Scudder Experience 1994 - 1995
Job Director, Global Electronic Trading at Sanford C. Bernstein
Industry Capital Markets
Experience
Sanford C. Bernstein August 2014 - Present
ITG October 2008 - August 2014
Lehman Brothers March 2006 - September 2008
ITG, Inc (Investment Technology Group) 2003 - March 2006
ITG 2003 - 2006
Investment Technology Group 2003 - 2006
The Macgregor Group 2000 - 2003
Linedata Services 1998 - 2001
Scudder 1994 - 1995
Skills
Electronic Trading, EMS, Order Management, Trading Systems, Smart Order Routing, Program Trading, Low Latency, Exchange Connectivity, Execution Management, Equity Trading, Trading, Trading Technology, Trade Execution, Equity Derivatives, Market Data, Execution Management..., Trading System, Equities, Routing, Trading Strategies, Hedge Funds, Bloomberg, Financial Markets, Proprietary Trading, ETFs, FX Options
Education
Northeastern University 1991 — 1996
Bachelors, Finance
Kimball Union Academy 1987 — 1991
High School
Sanford C. Bernstein August 2014 - Present
ITG October 2008 - August 2014
Lehman Brothers March 2006 - September 2008
ITG, Inc (Investment Technology Group) 2003 - March 2006
ITG 2003 - 2006
Investment Technology Group 2003 - 2006
The Macgregor Group 2000 - 2003
Linedata Services 1998 - 2001
Scudder 1994 - 1995
Skills
Electronic Trading, EMS, Order Management, Trading Systems, Smart Order Routing, Program Trading, Low Latency, Exchange Connectivity, Execution Management, Equity Trading, Trading, Trading Technology, Trade Execution, Equity Derivatives, Market Data, Execution Management..., Trading System, Equities, Routing, Trading Strategies, Hedge Funds, Bloomberg, Financial Markets, Proprietary Trading, ETFs, FX Options
Education
Northeastern University 1991 — 1996
Bachelors, Finance
Kimball Union Academy 1987 — 1991
High School
Christopher Walker, CIMA's Scudder Experience 1994 - 2005
Job Vice President at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman June 2011 - Present
Fidelity Investments December 2004 - May 2011
Scudder 1994 - 2005
Skills
401k, Investments, Series 7, Series 65, Series 63, Retirement, Mutual Funds, Financial Services
Education
Texas Christian University 1989 — 1993
Neuberger Berman June 2011 - Present
Fidelity Investments December 2004 - May 2011
Scudder 1994 - 2005
Skills
401k, Investments, Series 7, Series 65, Series 63, Retirement, Mutual Funds, Financial Services
Education
Texas Christian University 1989 — 1993
Dan Saltzman's Scudder Experience 1989 - 2000
Job Controller at Greenshift Corporation
Industry Oil & Energy
Experience
Greenshift Corporation Assistant ControllNew York Mortgage2001 - 2004
Scudder 1989 - 2000
Education
Bucknell University 1984 — 1997
Greenshift Corporation Assistant ControllNew York Mortgage2001 - 2004
Scudder 1989 - 2000
Education
Bucknell University 1984 — 1997
Fran Beecy's Scudder Experience 1992 - 1995
Job Senior Investment Consultant at PFE Group
Industry Financial Services
Experience
PFE Group September 2008 - Present
Merrill Lynch January 2007 - August 2008
merrill lynch 2007 - 2008
Fidelity Investments 2000 - 2007
Fidelity Investments 2000 - 2007
Fidelity 2000 - 2007
Fidelity Investments 2000 - 2007
Scudder 1992 - 1995
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1989 — 1990
MS, Finance
Boston College 1982 — 1985
PFE Group September 2008 - Present
Merrill Lynch January 2007 - August 2008
merrill lynch 2007 - 2008
Fidelity Investments 2000 - 2007
Fidelity Investments 2000 - 2007
Fidelity 2000 - 2007
Fidelity Investments 2000 - 2007
Scudder 1992 - 1995
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1989 — 1990
MS, Finance
Boston College 1982 — 1985
Len Dolan's Scudder Experience 1991 - 2004
Job Vice President at Eaton Vance
Industry Investment Management
Experience
Eaton Vance July 2004 - Present
Scudder Kemper Investments August 1991 - July 2004
Deutsche Asset Management 2002 - 2004
Deutsche Asset Management (formerly Zurich Scudder Investments) 2001 - 2004
Scudder Investments 1991 - 2004
Scudder 1991 - 2004
Deutsche Bank Private Wealth 1991 - 2004
Zurich Scudder Investments 1991 - 2004
Scudder 1991 - 2004
Deutsche Bank (formerly Scudder, Stevens & Clark) 1991 - 2004
Education
Boston University Questrom School of Business 1995 — 1999
MBA, Business
Isenberg School of Management, UMass Amherst 1985 — 1989
BBA, Finance - Cum Laude Graduate
University of Massachusetts, Amherst 1985 — 1989
Melrose High School 1982 — 1985
Diploma
Eaton Vance July 2004 - Present
Scudder Kemper Investments August 1991 - July 2004
Deutsche Asset Management 2002 - 2004
Deutsche Asset Management (formerly Zurich Scudder Investments) 2001 - 2004
Scudder Investments 1991 - 2004
Scudder 1991 - 2004
Deutsche Bank Private Wealth 1991 - 2004
Zurich Scudder Investments 1991 - 2004
Scudder 1991 - 2004
Deutsche Bank (formerly Scudder, Stevens & Clark) 1991 - 2004
Education
Boston University Questrom School of Business 1995 — 1999
MBA, Business
Isenberg School of Management, UMass Amherst 1985 — 1989
BBA, Finance - Cum Laude Graduate
University of Massachusetts, Amherst 1985 — 1989
Melrose High School 1982 — 1985
Diploma
Michael Verna's Scudder Experience 1995 - 1999
Job Consultant at BD Consulting
Industry Investment Management
Experience
BD Consulting April 2012 - Present
TEKsystems September 2011 - April 2012
Conversion Services International, Inc. October 2010 - September 2011
Bank of America May 2009 - October 2010
Columbia Management August 2005 - February 2009
Bank of America 2005 - February 2009
Deutsche Asset Management 2001 - 2005
Deutsche Bank 1995 - 2005
Scudder 1995 - 1999
Skills
Project Management, Requirements Gathering, Portfolio Management, Management, Strategy, Budgets, Leadership, Business Analysis, Investments, Business Process..., Analysis, Risk Management, Management Consulting, Banking, Process Improvement, Derivatives
Education
Bryant University 1987 — 1991
Bachelors, Finance
BD Consulting April 2012 - Present
TEKsystems September 2011 - April 2012
Conversion Services International, Inc. October 2010 - September 2011
Bank of America May 2009 - October 2010
Columbia Management August 2005 - February 2009
Bank of America 2005 - February 2009
Deutsche Asset Management 2001 - 2005
Deutsche Bank 1995 - 2005
Scudder 1995 - 1999
Skills
Project Management, Requirements Gathering, Portfolio Management, Management, Strategy, Budgets, Leadership, Business Analysis, Investments, Business Process..., Analysis, Risk Management, Management Consulting, Banking, Process Improvement, Derivatives
Education
Bryant University 1987 — 1991
Bachelors, Finance
Matthew Finnerty's Scudder Experience February 1994 - May 2001
Job Head Trader at Endeavour Capital Advisors
Industry Financial Services
Experience
Endeavour Capital December 2001 - Present
JLF Asset Management May 2001 - November 2001
Scudder February 1994 - May 2001
Education
Adelphi University 1994 — 1996
MBA
University of Scranton 1988 — 1992
Endeavour Capital December 2001 - Present
JLF Asset Management May 2001 - November 2001
Scudder February 1994 - May 2001
Education
Adelphi University 1994 — 1996
MBA
University of Scranton 1988 — 1992
Patti Moda's Scudder Experience 1998 - 2000
Job Business Specialist at Ascend Consulting
Industry Computer Software
Experience
Ascend Consulting Business AnalystFidelity2006 - Present
Scudder 1998 - 2000
Education
Endicott College 1993 — 1995
paralegal
Ascend Consulting Business AnalystFidelity2006 - Present
Scudder 1998 - 2000
Education
Endicott College 1993 — 1995
paralegal
Bill Hirst's Scudder Experience 1997 - 2002
Job Inside Wholesaler at John Hancock Funds
Industry Financial Services
Experience
John Hancock Life Insurance Company (U.S.A.) 2005 - Present
John Hancock RIRS October 2005 - November 2009
BlackRock December 2002 - October 2005
Scudder Investments July 1997 - April 2002
scudder 1997 - 2002
Skills
Series 7, Series 63, Life Insurance, Investments, Mutual Funds, Series 6
Education
Northern Arizona University 1992 — 1995
Sociology, Advertising
John Hancock Life Insurance Company (U.S.A.) 2005 - Present
John Hancock RIRS October 2005 - November 2009
BlackRock December 2002 - October 2005
Scudder Investments July 1997 - April 2002
scudder 1997 - 2002
Skills
Series 7, Series 63, Life Insurance, Investments, Mutual Funds, Series 6
Education
Northern Arizona University 1992 — 1995
Sociology, Advertising
Nancy Watts's Scudder Experience 1992 - 1998
Job Director, Marketing at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2001 - Present
John Hancock Funds 1997 - 1999
Scudder 1992 - 1998
Education
Boston University Questrom School of Business 1994 — 1999
MBA, Marketing
Boston College 1988 — 1992
Fidelity Investments July 2001 - Present
John Hancock Funds 1997 - 1999
Scudder 1992 - 1998
Education
Boston University Questrom School of Business 1994 — 1999
MBA, Marketing
Boston College 1988 — 1992
Said Naili's Scudder Experience 1992 - 2000
Job Applications Development Manager at Citistreet
Industry Financial Services
Experience
Citistreet VP RecordKeeping SystemsEmplanet2000 - 2003
Scudder Kemper Investments 1996 - 2000
Scudder 1992 - 2000
Scudder Investments 1992 - 2000
Education
Boston University
Citistreet VP RecordKeeping SystemsEmplanet2000 - 2003
Scudder Kemper Investments 1996 - 2000
Scudder 1992 - 2000
Scudder Investments 1992 - 2000
Education
Boston University
Laurie Russell's Scudder Experience 1997 - 2006
Job *
Industry Legal Services
Experience
Wellington Management Company, LLP February 2007 - February 2011
Columbia Management 1997 - 2006
scudder 1997 - 2006
Education
National University 1991 — 1993
Wellington Management Company, LLP February 2007 - February 2011
Columbia Management 1997 - 2006
scudder 1997 - 2006
Education
National University 1991 — 1993
Edward Baldini's Scudder Experience 1995 - 2000
Job Investment Director at Wellington Management Company
Industry Financial Services
Experience
Wellington Management Company 2005 - Present
MFS Investment Management 2000 - 2005
Scudder 1995 - 2000
Aetna 1985 - 1995
Education
Trinity College
MA, Economics
Occidental College 1980 — 1984
Milton Academy 1975 — 1980
Dexter School 1973 — 1975
Park School 1967 — 1973
Wellington Management Company 2005 - Present
MFS Investment Management 2000 - 2005
Scudder 1995 - 2000
Aetna 1985 - 1995
Education
Trinity College
MA, Economics
Occidental College 1980 — 1984
Milton Academy 1975 — 1980
Dexter School 1973 — 1975
Park School 1967 — 1973
John Marchand's Scudder Experience 1982 - 1998
Job Strategic Marketing Executive
Industry Financial Services
Experience
Impact Performance Group 2012 - Present
PNC Global Investment Servicing (acquired by BNY Mellon 2010) 2003 - 2011
Myteam.com October 2000 - November 2002
ROXY.com 1998 - 2000
Scudder 1982 - 1998
Skills
Mutual Funds, Corporate Branding, Creative Strategy, Segmentation, Team Building, Cross-functional Team..., Change Management, Alternative Investments, Asset Management, Strategic Partnerships, Strategy, Direct Marketing, CRM, Marketing, Financial Services, Management, Mergers & Acquisitions, Strategic Planning
Education
Harvard University
BA, Government
St. Pauls School, Concord NH
Impact Performance Group 2012 - Present
PNC Global Investment Servicing (acquired by BNY Mellon 2010) 2003 - 2011
Myteam.com October 2000 - November 2002
ROXY.com 1998 - 2000
Scudder 1982 - 1998
Skills
Mutual Funds, Corporate Branding, Creative Strategy, Segmentation, Team Building, Cross-functional Team..., Change Management, Alternative Investments, Asset Management, Strategic Partnerships, Strategy, Direct Marketing, CRM, Marketing, Financial Services, Management, Mergers & Acquisitions, Strategic Planning
Education
Harvard University
BA, Government
St. Pauls School, Concord NH
Dana Hunzelman's Scudder Experience 1995 - 2000
Job Real Estate Consultant at Century 21 North Shore
Industry Real Estate
Experience
Century 21 North Shore August 2011 - Present
Century 21 Cooper & Associates January 2004 - Present
Northeast Retirement Services January 2000 - December 2004
Zurich Scudder Investments January 1995 - December 2000
Scudder 1995 - 2000
Skills
Selling, Leadership, Contract Negotiation, First Time Home Buyers, Listening to customers, Market Research, Trusting Relationships, Condos, Buyer Representation, Short Sales, Foreclosures, Single Family Homes, New Home Sales, Sellers, Investment Properties, Referrals, Sales, Listings
Education
MIS Institute
Audit and Risk Management
University of Massachusetts Boston
BA, psychology
University of Massachusetts Boston
Bachelor of Arts, Psychology, Post graduate studies in Finance
Century 21 North Shore August 2011 - Present
Century 21 Cooper & Associates January 2004 - Present
Northeast Retirement Services January 2000 - December 2004
Zurich Scudder Investments January 1995 - December 2000
Scudder 1995 - 2000
Skills
Selling, Leadership, Contract Negotiation, First Time Home Buyers, Listening to customers, Market Research, Trusting Relationships, Condos, Buyer Representation, Short Sales, Foreclosures, Single Family Homes, New Home Sales, Sellers, Investment Properties, Referrals, Sales, Listings
Education
MIS Institute
Audit and Risk Management
University of Massachusetts Boston
BA, psychology
University of Massachusetts Boston
Bachelor of Arts, Psychology, Post graduate studies in Finance
Luis R. Luis's Scudder Experience January 1991 - January 1999
Job Consultant at IRSA
Industry Investment Management
Experience
Independent October 2009 - Present
International Research & Strategy Associates LLC January 1999 - January 2007
Scudder January 1991 - January 1999
The Institute of International Finance January 1987 - January 1990
Midland Bank plc January 1985 - January 1987
Crocker Bank January 1981 - January 1985
American University January 1979 - January 1981
Crocker Bank January 1977 - January 1981
Organization of American States January 1972 - January 1977
Fulbright Visiting Professor June 1971 - January 1972
Skills
Valuation, Investments, Finance, Portfolio Management, Banking, Development Economics, Economic Development, Management, Analysis, Fixed Income, Economics, Emerging Markets, Teaching, Financial Markets, Spanish, International Trade, Leadership, Econometrics, Latin America, Economic Research, Macroeconomics, Equities, Policy Analysis, Capital Markets, Bonds, Public Policy, Economic Policy, Alternative Investments, International Economics, International Finance
Education
University of Notre Dame 1965 — 1970
Ph.D, Economics; international economics; econometrics
St. Edward's University 1961 — 1965
B.A, Economics
Independent October 2009 - Present
International Research & Strategy Associates LLC January 1999 - January 2007
Scudder January 1991 - January 1999
The Institute of International Finance January 1987 - January 1990
Midland Bank plc January 1985 - January 1987
Crocker Bank January 1981 - January 1985
American University January 1979 - January 1981
Crocker Bank January 1977 - January 1981
Organization of American States January 1972 - January 1977
Fulbright Visiting Professor June 1971 - January 1972
Skills
Valuation, Investments, Finance, Portfolio Management, Banking, Development Economics, Economic Development, Management, Analysis, Fixed Income, Economics, Emerging Markets, Teaching, Financial Markets, Spanish, International Trade, Leadership, Econometrics, Latin America, Economic Research, Macroeconomics, Equities, Policy Analysis, Capital Markets, Bonds, Public Policy, Economic Policy, Alternative Investments, International Economics, International Finance
Education
University of Notre Dame 1965 — 1970
Ph.D, Economics; international economics; econometrics
St. Edward's University 1961 — 1965
B.A, Economics
Laura Malouf Coronado's Scudder Experience 1984 - 2001
Job Independent Program Development Professional
Industry Program Development
Experience
Scudder 1984 - 2001
Scudder Stevens & Clark 1984 - 2001
Skills
Research, Microsoft Excel, Nonprofits, Program Development, Project Management, Management, Public Speaking, Strategic Planning, Fundraising, Contract Negotiation, Leadership, Microsoft Office, Program Management, Proposal Writing, Team Leadership, Event Planning, PowerPoint, Strategy, Entrepreneurship, Team Building, Microsoft Word, Customer Service, Community Outreach, Negotiation, Public Relations, Business Development
Education
Stanford University 1976 — 1981
BA MA, English
Scudder 1984 - 2001
Scudder Stevens & Clark 1984 - 2001
Skills
Research, Microsoft Excel, Nonprofits, Program Development, Project Management, Management, Public Speaking, Strategic Planning, Fundraising, Contract Negotiation, Leadership, Microsoft Office, Program Management, Proposal Writing, Team Leadership, Event Planning, PowerPoint, Strategy, Entrepreneurship, Team Building, Microsoft Word, Customer Service, Community Outreach, Negotiation, Public Relations, Business Development
Education
Stanford University 1976 — 1981
BA MA, English
Michelle Devereaux's Scudder Experience 2005 - 2006
Job Consultant / Business Analyst Compliance Data Management
Industry Investment Management
Experience
Jennison Partners March 2015 - Present
Brown Brother Harriman (BBH) December 2011 - December 2014
Ameriprise Financial Services, Inc. August 2010 - June 2011
Columbia Managemet / Bank of America October 2005 - January 2009
Scudder 2005 - 2006
InvestTech Systems Consulting August 2002 - October 2005
Charles River Development February 1996 - March 2002
PIMCO (Pacific Investment Management Company) August 1991 - November 1995
Putnam Investments July 1989 - July 1991
Skills
Business Analysis
Education
Assumption College 1985 — 1989
BA, Business Management
Richmond College, London, England
Jennison Partners March 2015 - Present
Brown Brother Harriman (BBH) December 2011 - December 2014
Ameriprise Financial Services, Inc. August 2010 - June 2011
Columbia Managemet / Bank of America October 2005 - January 2009
Scudder 2005 - 2006
InvestTech Systems Consulting August 2002 - October 2005
Charles River Development February 1996 - March 2002
PIMCO (Pacific Investment Management Company) August 1991 - November 1995
Putnam Investments July 1989 - July 1991
Skills
Business Analysis
Education
Assumption College 1985 — 1989
BA, Business Management
Richmond College, London, England
william harkins's Scudder Experience September 1995 - December 1996
Job Financial Services Professional
Industry Financial Services
Experience
Natixis Global Associates November 2007 - Present
MFS Investment Management March 2004 - November 2007
MFS Investment Management March 2000 - March 2004
MFS Investment Management March 1998 - March 2000
First Data Corporation December 1996 - March 1998
Scudder September 1995 - December 1996
Chase Global Fund Services August 1994 - September 1995
Chase Global Fund Services April 1990 - February 1992
Putnam Investments June 1989 - April 1990
Education
Boston University
Masters of Science, Finance
University of Massachusetts
Amherst Bachelor of Science, Business Administration, Finance
Natixis Global Associates November 2007 - Present
MFS Investment Management March 2004 - November 2007
MFS Investment Management March 2000 - March 2004
MFS Investment Management March 1998 - March 2000
First Data Corporation December 1996 - March 1998
Scudder September 1995 - December 1996
Chase Global Fund Services August 1994 - September 1995
Chase Global Fund Services April 1990 - February 1992
Putnam Investments June 1989 - April 1990
Education
Boston University
Masters of Science, Finance
University of Massachusetts
Amherst Bachelor of Science, Business Administration, Finance
Robert MacLeish's Scudder Experience April 1994 - September 1996
Job Director of Product Management and Oversight at Bank of America Global Capital Management
Industry Investment Management
Experience
BofA Global Capital Management, Bank of America Corp March 2010 - Present
Columbia Management Group, Bank of America Corp August 2007 - March 2010
Columbia Management Group, Bank of America Corp January 2003 - August 2007
Columbia Management Group, Bank of America Corp November 2000 - January 2003
Columbia Management Group, Bank of America Corp September 1999 - November 2000
State Street Corporation October 1998 - September 1999
State Street Corporation September 1996 - October 1998
Scudder April 1994 - September 1996
State Street Corporation October 1992 - April 1994
Skills
Portfolio Management, Investments, Accounting, Financial Services, Mutual Funds, Fixed Income, Financial Reporting, Finance
Education
Merrimack College
Bachelor of Science, Business Administration; Accounting
BofA Global Capital Management, Bank of America Corp March 2010 - Present
Columbia Management Group, Bank of America Corp August 2007 - March 2010
Columbia Management Group, Bank of America Corp January 2003 - August 2007
Columbia Management Group, Bank of America Corp November 2000 - January 2003
Columbia Management Group, Bank of America Corp September 1999 - November 2000
State Street Corporation October 1998 - September 1999
State Street Corporation September 1996 - October 1998
Scudder April 1994 - September 1996
State Street Corporation October 1992 - April 1994
Skills
Portfolio Management, Investments, Accounting, Financial Services, Mutual Funds, Fixed Income, Financial Reporting, Finance
Education
Merrimack College
Bachelor of Science, Business Administration; Accounting