Scudder, Stevens & Clark
Address: 160 Federal St, Boston, MA 02110 Phone: (617) 330-5780: : Place name: : : Category: Website: : : Own this business?
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Scudder, Stevens & Clark Employees
Berkshire Hathaway HomeServices Fox & Roach Realtors 2013 - Present
Pennsylvania House of Representatives 2008 - 2010
Resource Real Estate 2005 - 2006
SEI Investments 1998 - 2000
Wellington Management Company, LLC 1997 - 1998
Scudder Stevens & Clark 1995 - 1997
Putnam Investments 1993 - 1995
Skills
Interviews, Writing, Meet Deadlines, Management, Community Outreach, Blogging, Fundraising, Leadership, Investment Properties, Marketing, Entrepreneurship, Real Estate, Social Media, Online Marketing, E-commerce, Social Media Marketing, Social Networking, Public Relations, Nonprofits, Event Planning, Advertising, Press Releases, Facebook, Sales
Education
SUNY Oswego
Bachelor of Arts (BA), Communication and Media Studies
Watervliet High School
Deborah Brown & Associates February 1981 - Present
Gibson, Dunn & Crutcher LLP May 1975 - February 1981
Scudder, Stevens & Clark June 1971 - May 1975
Skills
Investment Properties, Editing, Arbitration, Public Relations, Hearings, Courts, REO, Civil Litigation, Single Family Homes, Real Estate, Short Sales, Management, Personal Injury, Depositions, Medical Malpractice, Litigation, Legal Research, Litigation Support, Legal Writing, Public Speaking, Corporate Law, Trials, Marketing
Education
Pasadena City College 1980 — 1983
Associate of Arts (AA), Liberal Arts and Sciences, General Studies and Humanities
Envestnet, Inc October 2014 - Present
Placemark Investments January 2014 - October 2014
Placemark Investments January 2012 - January 2014
Placemark Investments January 2009 - January 2012
Placemark Investments November 2006 - December 2008
JP Morgan September 2004 - October 2006
MFS Investment Management January 2000 - September 2004
Chubb Securities / Jefferson Pilot December 1996 - January 2000
Evergreen Investments February 1996 - November 1996
Scudder, Stevens & Clark 1993 - 1996
Education
University of Massachusetts, Amherst
BA
Colorado College 2013 - Present
The Colburn School 2009 - Present
Wells Fargo 1999 - 2012
Scudder, Stevens & Clark 1994 - 1999
Northern Trust 1989 - 1994
HME International Advisors 1987 - 1989
Skills
Foundations, Endowments, Asset Management, Planned Giving, Charities, Asset Allocation, Philanthropy, Non-profits, Public Speaking, Investments, Asset Managment, Strategic Financial..., Financial Goals, Portfolio Management, Executive Education, Higher Education, Community Service, Investment Management, Investment Strategies, Wealth Management, Nonprofits, High Net Worth..., Investment Advisory, Alternative Investments, Wealth Management..., Series 7, Estate Planning, Retirement Planning, Mutual Funds, Wealth, Financial Advisory, Equities, Hedge Funds, Fixed Income, Series 63, Securities, Financial Services, Leadership, Financial Planning, Fundraising, Management, Strategic Planning, Community Outreach, Event Planning, Research
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1984 — 1986
MBA, Finance
Colorado College 1974 — 1978
BA, Political Science (International Relations)
IntelliSchool PV 2014 - 2015
EVIT Adult Education 2013 - 2014
Skyline Prep HS 2012 - 2013
Maricopa Community Colleges June 2007 - June 2012
Precision High School 2004 - 2007
Charles Schwab January 1997 - February 2001
Scudder Stevens & Clark 1994 - 1997
BFDS 1989 - 1994
Skills
Teacher Training, Instructional Design, Educational Leadership, Tutoring, Public Speaking, Curriculum Development, Instructional Technology, Classroom, Educational Technology, Higher Education, Staff Development, Adult Education, E-Learning, Program Development, Distance Learning, Teaching, Grant Writing, Vendor Management, Curriculum Design, Student Development, Student Affairs, Process Improvement, Program Management, Nonprofits, Leadership Development, Leadership, Project Management, Research, Management, Strategic Planning
Education
University of Phoenix 2008 — 2010
Master's degree, Educational Administration and Supervision
University of Phoenix 2004 — 2006
Master of Arts (M.A.), Secondary Education and Teaching
The London School of Economics and Political Science (LSE) 1972 — 1975
Bachelor of Science (BSc)
Pepe Consulting October 2013 - Present
Burns & Levinson LLP August 2014 - July 2015
Mintz Levin November 2009 - October 2013
Pepe Design/Pepe & Hunt Communications June 2008 - November 2011
Greenberg Traurig March 2004 - January 2009
Fidelity Investments September 2003 - March 2004
Mullen June 2000 - June 2003
Harpell Martins & Company February 1999 - May 2000
The Boston Group June 1997 - February 1999
Scudder, Stevens & Clark July 1996 - June 1997
Skills
Social Media Marketing, Legal Marketing, Integrated Marketing, Direct Marketing, Email Marketing, Marketing Strategy, Marketing Communications, Brand Developement, Website Development, Strategic Planning, Creative Direction, Corporate Communications, Corporate Branding, Advertising, Lead Generation, Brand Development, Social Media, Marketing, Strategy, Creative Strategy, Direct Mail, Art Direction, Corporate Identity, Broadcast, Collateral, Leadership, Brochures, Online Marketing, Newsletters, Copywriting, Digital Marketing, Online Advertising, Management, Strategic Communications, Internal Communications, Blogging, SEO, Digital Media, Analytics, Business Development, Branding & Identity, Social Media Strategist, Brand Management
Education
Parsons School of Design 1981 — 1985
Bachelor of Fine Arts (BFA), Communication Design
Self-employed 2003 - Present
TeamShare Solutions 1996 - 2003
BJC HealthCare February 1995 - May 1996
BJC HealthCare January 1994 - February 1995
Jewish Hospital of St. Louis January 1993 - December 1993
Jewish Hospital of St. Louis September 1991 - December 1992
Scudder, Stevens & Clark 1988 - 1991
Suffolk University 1985 - 1988
Blue Cross Blue Shield of New Jersey January 1984 - December 1984
Skills
Oil Painting, Oil Paint, Painting, Drawing, Web Development, Fine Art, Visual Arts, Mixed Media
Education
Suffolk University - Sawyer School of Management 1987 — 1989
Master of Business Administration (MBA), Business Administration and Management, General
The College of William and Mary 1980 — 1983
Bachelor of Science (BS), Biology
Manchester Regional High School 1976 — 1980
Manchester Regional High School
Town Sports International August 2003 - Present
Fleet Boston Financial January 1998 - March 2003
Brown & Company February 1997 - December 1997
Fidelity Investments October 1995 - January 1997
Scudder Stevens & Clark September 1993 - October 1995
Skills
Fitness, Wellness, Account Management, Customer Service, Direct Sales, Management, New Business Development, Sales, Sales Management, Sports, Hospitality, Team Building, Wellness Coaching, Marketing, Training, Cold Calling, Customer Retention, Salesforce.com
Education
Saint Michael's College 1990 — 1993
University of Massachusetts, Amherst 1989 — 1990
Amplitude Creative January 2004 - Present
LivnGiv - Charitable Loyalty App for High-End Restaurants July 2013 - May 2014
Goldline International, Inc August 2010 - May 2012
McKesson Corporation June 2002 - January 2004
Metamarkets.com March 2000 - September 2001
Alliance Capital Management L.P. June 1996 - March 2000
Scudder, Stevens & Clark June 1992 - June 1996
Ogilvy Public Relations Worldwide 1991 - 1991
Skills
Media Relations, Crisis Communications, Advertising, Marketing Communications, Speech Writing, Sponsorship, Public Affairs, Internal Communications, Communication Training, Corporate Communications, Social Media Marketing, Social Media, Strategic Communications, Reputation Management, Public Relations, Email Marketing, Lead Generation, Writing, Digital Marketing, SEO, Entertainment, New Media, Start-ups, Strategy, Marketing, Online Advertising, SEM, Brand Management, Content Management, Creative Direction, Leadership, Corporate Branding, Digital Strategy, Strategic Partnerships, Thought Leadership, Online Marketing, Editorial, Content Strategy, Content Development, Press Releases, Television, Digital Media, Direct Marketing, Video, Integrated Marketing, Marketing Strategy, Web Analytics, Mobile Devices, Entrepreneurship, Copywriting
Education
Haverford College 1988 — 1992
BA, History
Leys School 1986 — 1987
none, Maths, History, English
KIP Consulting & Design Inc 2013 - Present
Bridgewater Associates December 2013 - August 2014
Morgan Stanley 2012 - August 2013
Credit Suisse February 2012 - July 2012
North Shore Long Island Jewish Health System July 2010 - November 2011
The Nielsen Company February 2008 - April 2010
UBS November 2005 - March 2007
CHASE Credit Card Services 1994 - 2004
Scudder, Stevens & Clark 1987 - 1994
Citibank 1980 - 1985
Skills
Vendor Management, SDLC, Business Process..., PMO, Change Management, Information Technology, Project Management, Project Portfolio..., Process Improvement, Business Analysis, Business Process, PMP, Process Engineering, Consulting, Management, Requirements Gathering, Quality Assurance, IT Management, Business Intelligence, Team Building, Visio, Training, Leadership, Program Management, Software Project..., MS Project, IT Strategy, Software Development, Analysis, Integration, Outsourcing, CRM, Cross-functional Team..., Six Sigma, Risk Management, Organizational Change..., Governance
Education
Fordham Gabelli School of Business
MBA, Marketing
University at Albany, SUNY
BS, Business Administration
University of Louisville August 1998 - Present
(Self-Employed) July 1994 - March 1998
University of Louisville School of Medicine August 1990 - February 1994
Miami University July 1988 - June 1990
Cincinnati Digestive Disease Associates, Inc June 1987 - July 1988
Scudder, Stevens & Clark October 1983 - July 1986
International Writing Institute, Inc June 1981 - June 1983
University Hospitals May 1978 - June 1981
Case Western Reserve University May 1977 - May 1978
Skills
Event Planning, Administrative..., PowerPoint, Office Management, Higher Education, Editing, Microsoft Word, Grant Writing, Microsoft Excel, Outlook, Data Entry, Microsoft Office, Public Speaking, Community Outreach, Proofreading, Spreadsheets, Newsletters, Time Management
Education
University of Louisville 2002 — 2011
B.A., English
Miami University 1970 — 1974
English Literature program
Miles Ahead Communications October 1998 - Present
State Street Research & Management September 1997 - May 1998
Scudder, Stevens & Clark April 1996 - August 1997
L.L.Bean September 1994 - March 1996
L.L.Bean May 1993 - August 1994
New England Trade Adjustment Assistance Center August 1988 - April 1993
Harron & Associates June 1986 - July 1988
Skills
Media Relations, Editing, Public Relations, Proofreading, Marketing Communications, Copywriting, Event Planning, Newsletters, Community Outreach, Brochures, Content Strategy, Content Development, Advertising, Social Media, Strategic Communications, Marketing, Integrated Marketing, Press Releases, Marketing Strategy, Event Management, Direct Marketing
Education
Yale University 1982 — 1986
B.A, Political Science
Simmons College - Simmons School of Management 1989 — 1991
M.B.A, Marketing
Cornell University 2012 — 2012
eCornell - Professional Development Certificate Program, Plant-Based Nutrition
Association of Strategic Alliance Professionals December 2012 - Present
Benchmark Sales & Marketing 2009 - 2012
Independent 2005 - 2012
Scudder, Stevens & Clark 1988 - 1995
Fidelity Investments 1986 - 1988
Skills
Microsoft Office, Excel, Outlook, Word, PowerPoint, Publisher, Event Planning, Email Marketing, Marketing Communications, Administration, Trade Shows, Customer Relations, Customer Service, Microsoft Word, System Administration, New Business Development, Online Marketing, Microsoft Excel, Nonprofits, Event Management, Social Media, Project Management, CRM, Marketing, Newsletters
Education
State University of New York at Oswego
B.A, Communication Studies
Windhaven Investment Management, a Charles Schwab Company January 2015 - Present
The Collaborative - Advisors Trusted Advisor 2013 - 2015
The Hartford 2008 - 2013
MFS Investment Management 1999 - 2008
Scudder, Stevens & Clark 1997 - 1999
John Hancock Life Insurance Company (U.S.A.) 1985 - 1996
Skills
Qualified Retirement..., Relationship Management, Mutual Funds, Financial Services, Series 63, Marketing, Investments, Leadership, Strategy, Social Media, Communication, Marketing Strategy, Project Management, CRM, Advertising, Integrated Marketing, Competitive Analysis, 401k, Retirement Planning, Retirement
Education
Boston University Questrom School of Business
MBA, Marketing
Harvard University
Graduate C.S.S. Program
Suffolk University
Bachelor of Arts (BA)
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
Williams Capital Group December 2010 - Present
Riddick Consumer Strategies January 2009 - December 2010
CJI Capital Markets, Inc. April 2010 - May 2010
Advent Capital Management June 2006 - October 2008
Mutual of America May 2001 - April 2006
Zurich Scudder Investments September 1994 - May 2001
Scudder Stevens & Clark 1998 - 2001
Scudder Kemper Investments 1998 - 2001
PaineWebber 1992 - 1994
Value Line December 1990 - January 1992
Skills
Investments, Portfolio Management, Equity Research, Hedge Funds, Equities, Equity Valuation, Securities, Valuation, Asset Management, Asset Allocation, Investment Strategies, Financial Modeling, Bloomberg, Analysis, Fixed Income, Investment Management, Series 7, Investment Banking, Asset Managment, Competitive Analysis, Capital Markets, Equity Trading, Financial Markets, Investment Advisory, Bloomberg Terminal, Wealth Management, Value Investing, Industry Research, Finance, Equity Capital Markets, Chartered Financial..., Market Analysis, Thematic Investing, Sell Side, Trading Strategies, Fundamental Analysis, Stocks
Education
Penn State University 1985 — 1989
BS, Management
Stuyvesant High School 1982 — 1985
AMG Funds April 2005 - Present
Alliance Capital Management January 2002 - December 2002
Phoenix Investment Partners December 1997 - November 2001
Scudder Stevens & Clark September 1996 - October 1997
Skills
Series 63, Series 7, Mutual Funds, Investments, Alternative Investments, Asset Allocation, Series 6, Series 24, Series 65, Sales Management, Separately Managed..., Team Leadership, Sales, Sales Presentations, Investment Strategies, ETFs, Securities, Portfolio Management
Education
University of Vermont 1992 — 1996
Bachelor of Arts, Political Science
The University of Queensland 1995 — 1995
IMAG(in)E Life Coaching LLC February 2015 - Present
Great-West Financial August 2014 - January 2015
J.P. Morgan January 2006 - August 2014
Callan Associates 2000 - 2006
Putnam Investments 1998 - 2000
Scudder Stevens & Clark 1996 - 1998
Hewitt Associates 1988 - 1996
Chicago Board of Options Exchange 1988 - 1988
U.S. Army Corps of Engineers 1985 - 1988
Skills
Business Strategy, Executive Coaching, Sales Presentations, Creative Problem Solving, Culture Change, Retirement Plan..., Leadership, Defined Contribution, Management, Pensions, Sales, Mutual Funds, CRM, Retirement Planning, 401k, Relationship Management, Retirement, Strategic Planning, Alternative Investments, Series 63, Financial Services, Investments, Asset Allocation, Series 7, Financial Advisory
Education
Hypnosis Motivation Institute 2015 — 2015
Diploma in Hypnotherapy, Handwriting Analysis, Past-Life Regression
DePaul University - Charles H. Kellstadt Graduate School of Business 1990 — 1993
Master of Business Administration (MBA), International Business
University of Illinois at Urbana-Champaign - College of Business 1984 — 1988
BS, Finance, General
Federal Transit Administration May 2015 - Present
WMATA November 2012 - May 2015
Howard/Stein-Hudson Associates November 2004 - November 2012
Research Foundation of CUNY April 2009 - August 2011
EDventure Holdings September 1996 - April 2003
Scudder, Stevens & Clark July 1995 - September 1996
Madagascar Micro-enterprise Development Project June 1992 - July 1995
Skills
Urban Planning, Transportation Planning, Comprehensive Planning, Land Use Planning, Urban Design, Transit-oriented..., Regional Planning, AutoCAD, SketchUp, Pedestrian Planning, GIS, Sustainability, public involvement, Public Facilitation, Strategic Planning, Social Media, Mobility Management, Business Strategy, Business Planning, General Public, Land Use
Education
Hunter College 2004 — 2008
Master's degree, Urban Planning
New York University - Leonard N. Stern School of Business 1996 — 1999
Master of Business Administration (MBA), Management of Information Systems & International Business
Georgetown University 1990 — 1994
Bachelor's degree, Economics
School for International Training 1992 — 1993
Development Studies
CPI Hospitality / Bahia Marina Condo Hotel May 2004 - Present
Around Town, Inc January 1999 - April 2004
New York University January 1998 - January 1999
Index Stock Imagery January 1997 - January 1998
Coopers and Lybrand January 1997 - January 1998
Scudder Stevens & Clark January 1997 - January 1997
Communications Engineering, Inc January 1997 - January 1997
Scalabrini Villa Health Care Center January 1995 - January 1997
Blood Research Center January 1994 - January 1995
Harvard University January 1992 - January 1994
Skills
Windows 7, Windows Server, SCCM, Help Desk Support, Servers, Web Design, Routers, Technical Support, Laptops, WAN, Troubleshooting, Microsoft Exchange, Security, Printers, Lotus Notes, Software Documentation, Network Administration, Microsoft Office, Networking, Testing, Windows, Social Media, Photoshop, Software Installation, Workstations
Education
Harvard University 1992 — 1994
Associates, Astronomy and Astrophysics
Boston College 1992 — 1993
Certificate, Novell Network Administration
New York University 1982 — 1984
Assoicate, Computer Science
Database Administrator Seeking Opportunities to Advance My IT Career March 2015 - Present
Self-Employed June 2001 - Present
Hstar Technologies March 2014 - September 2014
Hstar Technologies July 2011 - September 2011
Harvard University August 1999 - May 2001
MFS Investment Management February 1998 - August 1999
Fidelity Investments October 1997 - January 1998
Work Family Directions July 1996 - May 1997
Scudder, Stevens & Clark July 1996 - May 1997
Skills
Database Administration, Databases, SQL Server Management..., SQL Server Data..., Oracle, Unix, Microsoft SQL Server, SQL, MySQL, SSIS, Stored Procedures, Problem Solving, Microsoft Office, SharePoint Designer, SharePoint, Sybase, Corporate Website..., Linux, SQL Server, Website Administration, PowerPoint, Microsoft Excel, Microsoft Word, Financial Planning, Process Improvement, Technical Support, Technical Documentation, Bilingual Communications, Affiliate Marketing, SEO, Joomla, CSS, Web Development, Google Docs, Google Adwords, Unix Administration, HTML, Access, Perl, Web Design, Google Analytics, MovableType, FrontPage, FTP, Shell Scripting, Organizational..., Time Management, Office Administration, Sybase Adaptive Server, Sony Vegas
Education
University of Science and Technology of China
Bachelor's Degree, Applied Chemistry
Boston University Metropolitan College
UNIX Admin Certification, UNIX Administrator
Piedmont Trust Company June 2012 - Present
Shields Advisors April 2010 - June 2012
Blackhawk Capital Management 2008 - 2010
Eastover Capital Management 2005 - 2007
Halftime Group 2003 - 2005
US Trust 1997 - 2002
Scudder, Stevens & Clark 1992 - 1997
Nationsbank (now Bank of America) 1980 - 1992
Education
University of North Carolina at Chapel Hill 1982 — 1984
MBA, Finance
UNC Charlotte 1976 — 1980
BA, Economics
Penserra Securities LLC October 2011 - Present
Penserra Securities LLC October 2011 - Present
De Luna Partners 2002 - Present
State Street Research & Management, now Blackrock 2000 - 2002
State Street Global Advisors (SSgA) 1998 - 2000
Scudder, Stevens & Clark 1990 - 1998
Irving Trust 1987 - 1989
Crocker Bank 1979 - 1986
Skills
Private Equity Firms, Investments, Hedge Funds, Alternative Investments, Equities, Asset Management, Private Equity, Securities, Asset Allocation, Financial Advisory, Investment Advisory, Fund Of Funds, Investment Strategies, Venture Capital, Investment Management, Mutual Funds, Portfolio Management, Investor Relations, Fixed Income, Emerging Markets, Series 63, Series 7, Equity Research, ETFs, Valuation
Education
Santa Clara University School of Law 1976 — 1979
JD, Law
Santa Clara University 1972 — 1976
BS, Psychology
Meijer January 2015 - Present
Self Employed May 2005 - August 2014
Helix Investment Partners LLC October 1989 - May 2005
Scudder, Stevens & Clark June 1987 - September 1989
Marine Midland Bank May 1985 - March 1987
Honeywell January 1981 - August 1983
United States Marine Corps June 1975 - December 1980
Skills
Financial Analysis, Due Diligence, Management, Business Development, Integration, Finance, Investments, Process Improvement, Project Management, Problem Solving
Education
New York University - Leonard N. Stern School of Business 1986 — 1987
APC, Finance
Carnegie Mellon University - Tepper School of Business 1983 — 1985
MSIA, Operations Research
United States Naval Academy 1971 — 1975
BS, Physical Science
J.P. Morgan Private Bank September 2009 - Present
EMP Museum May 2013 - Present
Wells Fargo Advisors, LLC September 2007 - September 2009
Communities In Schools of Washington 2005 - 2009
UBS Wealth Management October 2004 - September 2007
Seattle University January 2005 - May 2007
Private Asset Management, Inc. May 1999 - October 2004
Strategic Wealth Management January 1998 - May 1999
Scudder Stevens & Clark February 1992 - July 1997
Skills
Portfolio Management, Private Banking, Private Wealth..., Financial Management, Investment Advisory, Portfolio Construction, Portfolio Strategy, Alternative Investments, Endowments, Financial Markets, Financial Advisory, Investment Products, Hedge Funds, Private Equity, Commodities, Fixed Income, Equities, Wealth Management..., Investments, Wealth Management, Asset Allocation, Investment Management, Investment Strategies, Asset Management
Education
Boston University 1994 — 1998
BS
Musicians Institute - GIT 1983 — 1984
Certificate
1919 Investment Counsel January 1997 - Present
Legg Mason Investment Counsel January 1997 - November 2014
Scudder, Stevens & Clark January 1997 - December 2005
Skills
Alternative Investments, Investments, Equities, Hedge Funds, Asset Allocation, Portfolio Management, Management, Asset Management, Wealth Management, Fixed Income, Investment Management, Mutual Funds, Investment Strategies, Marketing Strategy, Mergers & Acquisitions, Series 7, Strategic Planning
Education
Hope College 1980 — 1984
Bachelors, Economics and Political Science
EMC Computer Systems January 2008 - Present
State Street January 2005 - January 2008
Deutsche Bank 2002 - 2004
Zurich Scudder Investments 1998 - 2002
Scudder, Stevens & Clark 1992 - 1998
Skills
Onboarding, Succession Planning, Human Resources, Performance Management, Talent Management, Personnel Management, Talent Acquisition, HRIS, Employee Relations, Organizational..., Workforce Planning
Education
Assumption College 1992 — 1995
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Canon Solutions America 2010 - Present
Red Reef Media LLC April 2012 - Present
BCT International 2005 - 2010
Heidelberger Druckmaschinen AG 1997 - 2002
Scudder, Stevens & Clark 1993 - 1997
Skills
Marketing Strategy, B2B, Photography, Direct Marketing, Social Media Marketing, Management, Strategy, Account Management, Social Media, Meyers-Briggs (MBTI®), Leadership, Digital Printing, Adobe Creative Suite, Trade Shows, Web Design, Direct Mail, InDesign, Color Management, Video Production, Negotiation, Graphics Software, Graphics, Advertising, Consulting, IT Solutions, Print, Sales Process, Product Marketing, Sales, Direct Sales, Sales Presentations, Problem Solving, Pre-press, Variable Data Printing, Sales Operations, Lead Generation, Selling, German, Corporate Branding, Print Management, Business Strategy, New Business Development, Strategic Partnerships, Managing Media Relations, Solution Selling, Online Marketing, Marketing Communications, Online Advertising, E-commerce
Education
Florida Atlantic University 2010 — 2011
Professional Certificate, Marketing
New York University 1995 — 1997
MA, Graphic Communications Management
University of Colorado at Boulder
BA- Arts & Sciences
Saint Thomas More Happiness Preschool September 1992 - Present
Scudder, Stevens & Clark August 1974 - September 1985
scudder, Stevens August 1974 - September 1985
Skills
Public Speaking, Non-profits, Coaching, Microsoft Office, Religion, Leadership Development, Research, Theology, PowerPoint, Fundraising, Volunteer Management, Community Outreach, Nonprofits, Early Childhood..., Higher Education, Program Development, Staff Development, Tutoring, Child Development, Curriculum Development
Education
Norwalk Cmmunity College 2002 — 2005
Child Development Associate, Early Childhood Education and Teaching
Marymount Manhattan College 1980 — 1985
BA Economics, Economics and Business, Magma cum Laude
Marymount Manhattan College 1980 — 1985
Bachelor of Arts (B.A.), Economics/Business, Graduated Magna Cum Laude
Fidelity Investments April 2015 - Present
Fidelity Investments July 2013 - March 2015
Fidelity Investments September 2011 - July 2013
LPL Financial 2004 - 2011
Columbia Management 2002 - 2004
Zurich Scudder Investments 1996 - 2001
Scudder, Stevens & Clark 1996 - 2001
Bain & Company 1992 - 1996
Digital Equipment Corporation 1985 - 1989
Education
The Tuck School of Business at Dartmouth 1989 — 1991
MBA, Business
Colby College 1981 — 1985
BA, Economics
SheEOs January 2013 - Present
TeenLife Media, LLC January 2007 - Present
Boston Ballet July 2004 - Present
Social Innovation Forum September 2011 - Present
Strong Women, Strong Girls 2007 - July 2010
Peer Health Exchange September 2007 - December 2009
Social Innovation Forum 2007 - 2007
Junior League of Central Westchester July 2001 - June 2003
Nelson Information 1994 - 1998
Scudder, Stevens & Clark 1992 - 1994
Education
Harvard Business School 1983 — 1985
MBA
Princeton University 1976 — 1980
BSE
American School of Paris 1968 — 1976
Core Axis June 2015 - Present
Creative Thinking February 1996 - Present
Stone Lake Leadership Group 2007 - Present
The Personal Brand Company 2008 - Present
Fidelity Investments 1996 - 2008
Scudder, Stevens & Clark 1987 - 1996
Skills
Coaching, Management Consulting, Leadership Development, Onboarding, Employee Engagement, Performance Management, Team Building, Talent Management, Change Management, Instructional Design, Staff Development, Process Improvement, Executive Coaching, Workforce Planning, Strategic Planning, Performance Improvement, Organizational..., Training, Organizational Design, Workshop Facilitation, Leadership, Program Management, Strategy, Consulting, Management, Organizational...
Education
Lesley University 1993 — 1995
Masters, Training & Development
University of Vermont 1983 — 1987
Bachelor's degree, Political Science and Government
Arlington Catholic 1979 — 1983
Eastern Bank 2000 - Present
Scudder, Stevens & Clark 1988 - 1999
Skills
Certified Financial..., Estate Planning, Retirement Planning, Investment Management, Wealth Management, Private Banking, Investments, Portfolio Management, Mutual Funds, Trusts, Securities, Investment Strategies, Asset Allocation, Series 7, Strategic Financial..., Banking, Financial Analysis, Financial Planning
Education
Babson College - Franklin W. Olin Graduate School of Business 1993 — 1996
MBA, Finance
Boston University 1984 — 1988
BA, Mathematics, Business
Union College
Union College
Working Independently 2008 - Present
Independent Researcher & Historian 2008 - 2014
CIT Finance, St. Petersburg, Russia 2005 - 2007
Aton 2001 - 2003
Strategic Fixed Income 1998 - 2001
Scudder, Stevens & Clark January 1997 - December 1997
Chase Manhattan Bank/Chemical Bank 1992 - 1996
Baring Securities 1990 - 1992
Skills
Russian, Eastern Europe, Emerging Markets, Publishing, Mergers & Acquisitions, Investments, Strategy, Research, Economics, Analysis, Financial Analysis, Portfolio Management, Valuation, International Relations
Education
McGill University
BA, Russian
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)
MA, International Economics and Soviet Studies
Sigma Technologies, Ltd. March 1998 - Present
Lucas County, Ohio May 2014 - Present
Lucas County, Ohio January 2014 - May 2014
Lucas County Job and Family Services, Division of Child Support September 2012 - January 2014
Ohio 6th District Court of Appeals November 2009 - February 2011
Cosme, D’Angelo & Szollosi Co., L.P.A. February 2001 - November 2009
Scudder, Stevens & Clark June 2000 - December 2000
Calfee, Halter & Griswold LLP January 1995 - March 1998
Cleveland State University Fair Employment Practices Clinic August 1993 - April 1994
ABD Securities, Boston Stock Exchange December 1990 - June 1991
Skills
International Law, Legal Research, Corporate Law, Arbitration, Alternative Dispute..., Joint Ventures, Litigation, Legal Writing, Family Law, Mediation, Civil Litigation
Education
Boston University School of Law 2011 — 2013
Ll.M. in International Business Law
Cleveland State University - Cleveland-Marshall College of Law 1991 — 1994
Doctor of Law (J.D.), Law
Boston University 1986 — 1990
Boston University Collaborative Degree - Bachelor of Arts, Sociology
Boston University 1986 — 1990
Boston University Collaborative Degree Program - Bachelor of Arts, Political Science
Michigan State University 2002 — 2002
Workers Compensation Center, School of Labor and Industrial Relations, Certified Workers Compensation Professional (CWCP)
BNY Mellon May 2010 - Present
Fidelity Investments September 2005 - April 2010
U.S Biological June 2003 - August 2005
United States Postal Service September 2002 - May 2003
The Forum Corporation September 1990 - June 2001
The Forum Corporation July 1998 - September 1999
The Forum Corporation September 1996 - September 1998
The Forum Corporation August 1994 - September 1995
Scudder Stevens & Clark April 1992 - May 1994
Fidelity Investments April 1990 - April 1992
Skills
Expenses, Operational Excellence, Independent Thinker, Lotus Notes, Office Management, Operational Efficiency, Highly detail oriented, Calendars, Outlook, Expense Management, PowerPoint, Customer Service, Travel Arrangements, Microsoft Word, Administrative Support, Word, Team building and..., Spreadsheets, Management, Microsoft Excel, Marketing, Event Planning, Invoicing, Microsoft Office, Expense Reports, Time Management
Education
Franklin Pierce College 1984 — 1988
Bachelor of Arts (BA)
James Caldwell High School 1980 — 1984
High School Diploma
The Law Offices of Raymond V. Vasvari, Jr. September 2014 - Present
Berkman Gordon Murray & DeVan December 2003 - August 2014
American Civil Liberties Union January 1999 - December 2003
Case Western Reserve University 1996 - 2002
Raymond Vasvari, Attorney-at-Law May 1993 - December 1998
Van Tassel, Weller & Moran September 1992 - March 1993
Ulmer & Berne, LLP August 1991 - September 1992
Scudder Stevens & Clark July 1987 - August 1988
Skills
Defamation, Employment..., Appeals, Civil Rights, Constitutional Law, Commercial Disputes, Litigation, First Amendment, Civil Litigation, Dispute Resolution, Courts, Trial Practice, Torts, White Collar Criminal..., Legal Research, Legal Writing, Criminal Law, Mediation, Administrative Law, Criminal Defense, Trials, Trade Secrets, Legal Issues, Discrimination, Class Actions, Commercial Litigation, Business Litigation, Arbitration, Dispute, Personal Injury, Product Liability, Securities Litigation, Construction Law, Alternative Dispute..., Civil Rights Litigation, Medical Malpractice, Hearings, Appellate Practice, Personal Injury..., Bankruptcy, Securities Regulation, Family Law
Education
Case Western Reserve University School of Law 1988 — 1991
J.D.
Harvard University 1983 — 1987
A.B., Government
IBM GBS U.S. Financial Markets August 2013 - Present
State Street Corporation August 2003 - January 2013
State Street Corporation April 2001 - August 2003
Excelergy January 2000 - April 2001
PwC August 1998 - January 2000
Scudder, Stevens & Clark July 1995 - August 1998
Scudder, Stevens & Clark January 1988 - July 1995
Boston Financial Data Services January 1985 - January 1988
Skills
Analytics, Strategy, Portfolio Management, Cloud Computing, Product Development, Change Management, Strategic Planning, SDLC, Product Management, Risk Management, Market Research, Mutual Funds, Project Planning, Fund Administration, Fund Accounting, Financial Services, Leadership, Fixed Income, Big Data, Web 2.0, Product Innovation, Program Management
Education
Bentley University 1980 — 1985
BS, Finance and Financial Management Services
Saint Sebastians CDC 1976 — 1980
Bank of Ireland Asset Management August 1997 - April 2002
Scudder, Stevens & Clark June 1994 - July 1997
Scudder, Stevens & Clark March 1991 - June 1994
Education
State University of New York College at Oneonta
Bachelor of Arts (B.A.), Political Science
Wadsworth Coaching & Consulting September 2014 - Present
Dana-Farber Cancer Institute July 2012 - July 2014
John Hancock 1999 - 2011
Chiron Diagnostics 1996 - 1999
Scudder, Stevens & Clark 1987 - 1996
Skills
Leadership Development, Strategic Planning, Coaching, Business Process..., Organizational..., Executive Coaching, Assessment, E-learning, Large Group Facilitation, Talent Development, Talent Management, Mergers & Acquisitions, Training, Change Management, Strategy, Employee Training, Management, Employee Engagement, Human Resources, Performance Management, Leadership, Organizational..., Consulting
Education
College of Executive Coaching
Lesley University
MS, Training & Development
Skidmore College
BS, Business
LJ Partners January 2012 - Present
L & H Partners January 2003 - Present
Lemco Trading Co January 2000 - Present
Entertainment Industry October 1992 - November 1999
Budget Rent A Car January 1989 - December 1992
Lemmon Development Company November 1980 - November 1988
Scudder Stevens & Clark June 1978 - May 1980
Skills
Hotels, Advertising, Contract Negotiation, Business Development, Strategic Partnerships, Business Strategy, Marketing Strategy, Budgets, Sales, Social Media Marketing, Vocal, Songs, Business Planning, Management, Leadership, Finance, Market Research, Social Networking, Analysis, Portfolio Management, Entrepreneurship
Education
Southern Methodist University - Cox School of Business 1975 — 1977
BBA, Finance`
Trinity University 1973 — 1975
The Arts
Salisbury School Salisbury Conn 1970 — 1973
High School, Diploma
Greenhill School Dallas Texas 1967 — 1969
R. L. Ross Financial Consulting 1997 - Present
Scudder, Stevens & Clark 1981 - 1997
Education
City University of New York - Baruch College 1985 — 1990
MBA, Finance, Financial Investments
Syracuse University 1976 — 1981
BS, Biology, Psychology
Eaton Vance Investment Counsel July 2004 - Present
Middlesex School 2003 - 2011
Barbara C. Harris Camp & Conf. Center 2000 - 2007
Scudder, Stevens & Clark July 1999 - June 2004
David L. Babson & Co. May 1985 - June 1999
Skills
Investments, Fixed Income, Asset Managment, Private Equity, Capital Markets, Valuation, Portfolio Management, Corporate Finance, Due Diligence, Funding, Risk Management, Alternative Investments, Investment Management, Asset Allocation, Asset Management, Strategic Planning, Entrepreneurship, Business Strategy, Wealth Management, Securities, Financial Analysis, Financial Modeling, Equities, Series 7
Education
Harvard Business School 1977 — 1979
MBA, General Management
Yale University 1971 — 1975
BA, British History
Middlesex School 1966 — 1970
Morgan Stanley Investment Management November 2011 - Present
GE Asset Management January 2008 - November 2011
US Trust - New York 2004 - 2007
UBS Global Asset Management 2003 - 2004
Zurich Scudder Investments (Scudder Investments) 1994 - 2002
Scudder Stevens & Clark 1994 - 2002
Irving Trust / Bank of New York 1986 - 1994
Skills
Alternative Investments, New Business Development, Mutual Funds, Asset Allocation, Asset Managment, Investments, Investment Management, Portfolio Management, Asset Management, Hedge Funds, Series 7, Equities, Investment Strategies, Fixed Income, Securities, Financial Services, Wealth Management, Series 63
Education
The University of Texas at Austin
Bachelor of Arts
University of Wisconsin-Madison
Wells Fargo Advantage Funds 2015 - Present
Taproot Foundation 2010 - Present
Scientific Learning Corp. 1999 - 2014
Harding Loevner Funds 1996 - 2014
Russell Exchange Traded Funds Trust 2011 - 2012
J Freeman Associates 2008 - 2012
Rockefeller & Co. 1988 - 1998
Scudder, Stevens & Clark 1978 - 1988
Skills
Board of Director..., Audit Committee, Business Strategy, Management Consulting, Capital Raising, Financial Expert, Risk Management, Part Time CFO
Education
Cornell University - Johnson Graduate School of Management 1975 — 1978
MBA with Distinction
Université catholique de Louvain 1976 — 1977
License
Cornell University 1971 — 1975
BA
BELLA WALL DESIGNS October 2004 - Present
Salomon Smith Barney 1997 - 2000
Scudder Stevens & Clark 1993 - 1996
Skills
Excellent Communication..., Professional Faux..., Contractor Management, PowerPoint, Work Well with Interior..., Bilingual, Leadership, Management, Venetian Plaster, Winemaking, Wine Pairing
Education
California State University-Long Beach
Political Science and Government, Marketing
BackBay Communications September 2005 - Present
Association for Corporate Growth 2004 - 2005
Arnold Worldwide 2000 - 2005
ACG Boston 2003 - 2004
Weber Shandwick 1999 - 2000
Scudder Stevens & Clark 1996 - 1999
Ogilvy Public Relations 1990 - 1996
Ogilvy Adams & Rinehart 1990 - 1996
Skills
Public Relations, Corporate Branding, Marketing Strategy, Positioning, Crisis Communications, Market Planning, Strategic Alliances, Partnerships, Private Equity, International Relations, Investor Relations, Corporate Development, Strategic Partnerships, Emerging Markets, Entrepreneurship, Strategy, Start-ups, Mergers, Financial Services, Venture Capital, Competitive Analysis, Thought Leadership, IPO, Mergers & Acquisitions, Social Media, Media Relations, Corporate Communications, Copywriting, Executive Management, Strategic Communications, Marketing, Press Releases, Social Media Marketing, Marketing Communications, Blogging, Private Placements, Angel Investing, Social Networking, Analyst Relations, Journalism
Education
The University of Chicago 1988 — 1990
MA, International Relations
Princeton University 1980 — 1984
BA, Anthropology
Caring.com A Bankrate Company January 2013 - Present
Mill Valley Physical Therapy March 2010 - December 2012
Scudder, Stevens & Clark March 1991 - April 1996
Skills
Lead Generation, Sales Management, Sales Process, Healthcare, Clinical Research, Leadership, Management, Hospitals, Marketing, Training, Customer Service, Sales Operations, Sales, Treatment, Business Development
Education
Boston College 1987 — 1991
BA, Communications
San Diego State University-California State University 1996 — 1998
MS, Exercise Physiology
Bainco International Investors July 2014 - Present
Bainco International Investors February 2012 - Present
Bainco International Investors 2008 - 2012
Zurich Scudder Investments 1998 - 2001
Scudder, Stevens and Clark 1990 - 1998
Scudder, Stevens & Clark 1987 - 1990
Skills
Portfolio Management, Business Development, Investments, Risk Management, Global Asset Allocation, Equity Research, Business Strategy, Performance Analysis, Product Development, Emerging Markets, Investment Process..., Equities, Fixed Income, Options Strategies, Private Equity, Alternative Investments, Project Management, Financial Analysis, Team Management, New Business Development, Employee Management, Business Process..., General Management, Endowment Funds, Investment Strategies, Institutional..., Management, Asset Management, Asset Allocation
Education
Colby College
Bachelor of Arts (B.A.)
Boston College
Master of Science (MS), Administration
Breckinridge Capital Advisors March 2009 - Present
Wellington Management July 2006 - December 2008
Merrill Lynch Canada Inc. August 1999 - February 2006
Merrill Lynch & Co, Inc. July 1995 - July 1999
Harlow Butler 1994 - 1995
Smith Barney 1993 - 1994
Scudder Stevens & Clark June 1992 - August 1992
Skills
Fixed Income, Credit Analysis, Investments, Portfolio Management, Bonds, Hedge Funds, Asset Allocation, Trading, Equity Derivatives, Financial Risk, Investment Management, Capital Markets, Credit, Finance, Banking, Private Equity, Bloomberg, Equities, Securities, Financial Markets, Investment Strategies, Mutual Funds, Valuation, High Yield, Asset Management, Structured Products
Education
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration, Magna Cum Laude
Middlebury College
Bachelor of Arts
Middlesex School
High School
The Fenn School
Middle School
AEGIS Insurance Services, Inc. July 2011 - Present
Argo Group International Holdings, Ltd. October 2009 - July 2011
Standish Mellon Asset Management September 2000 - October 2009
Scudder Stevens & Clark February 1996 - August 2001
J.P. Morgan January 1990 - February 1996
Salomon Brothers July 1985 - January 1990
Skills
Reinsurance, Volatility, Fixed Income, Investments, Bloomberg, Asset Management, Asset Allocation, Mortgage Lending, Derivatives, Portfolio Management, Risk Management, Mutual Funds, Insurance, Asset Managment, Financial Risk
Education
Louisiana State University 1978 — 1985
BS and MBA, Business and Finance
Bertucci's August 2014 - Present
Living Proof, Inc. August 2013 - July 2014
Living Proof, Inc. March 2013 - July 2014
Tea Forte November 2011 - February 2013
New Balance May 2011 - October 2011
Hasbro July 2010 - May 2011
Pastry Art/Island Desserts September 2008 - September 2010
Paper Source November 2009 - June 2010
Fidelity Investments March 1998 - July 2006
Scudder, Stevens & Clark March 1995 - December 1997
Skills
InDesign, Illustrator, QuarkXPress, Adobe Acrobat, Photoshop, Graphics Software, PowerPoint, Adobe Creative Suite, Graphic Design, Logo Design, Packaging, Art Direction, Creative Direction, Layout, Advertising, Graphics, Direct Mail, Branding & Identity, Mac
Education
Adelphi University 1988 — 1992
BA, Graphic Design
Our Lady of Mercy Academy 1984 — 1988
Wells Capital Management December 2007 - Present
Genworth Financial May 2006 - December 2007
Thompson, Siegel & Walmsley August 1992 - December 2004
Scudder, Stevens & Clark July 1983 - July 1992
Skills
Equities, Investments
Education
University of California, Los Angeles 1977 — 1979
MBA, Finance
University of Virginia 1971 — 1975
BA, Religious Studies
Akiba
Columbia Threadneedle Investments September 2000 - Present
Scudder Investments April 1992 - September 1999
Scudder, Stevens & Clark 1996 - 1999
Skills
401k, Mutual Funds, Asset Allocation, Series 63, Financial Advisory, Retirement, Investment Management, Sales, Series 7, Investments, Defined Benefit, Retirement Planning, Separately Managed...
Education
University of Massachusetts Boston 1983 — 1987
Bachelor of Arts, Economics
Wellington Management May 2012 - Present
Wellington Management LLP May 2005 - May 2012
Fidelity Investments September 1996 - May 2005
Scudder, Stevens & Clark 1990 - 1996
Skills
Pensions, Defined Benefit, Investment Strategies, Investments, 401k, Asia, Mutual Funds, Institutional, Series 7, ERISA
Education
The London School of Economics and Political Science (LSE) 1989 — 1990
Graduate Diploma, Economics
Bucknell University 1983 — 1987
Bachelor of Science (BS), Accounting
Mass. Notary 2011 - Present
Massachusetts Real Estate Agent 2005 - Present
Surface Materials April 2015 - Present
Investment Buying October 2006 - September 2012
Amtico International Mass& NH Territory July 2005 - October 2006
Barrett Carpet Mills New England Territory July 2004 - July 2005
Congress Flooring Corp./BloomSouth Flooring Corp. Boston July 1994 - November 2004
Scudder, Stevens & Clark November 1992 - June 1994
Talbot’s September 1980 - August 1992
Skills
Sales, Real Estate, Residential Homes, Negotiation, Construction, Investment Properties, Marketing, Contract Negotiation, Foreclosures, Real Estate Development, Selling, Sellers, Budgets, Contract Management, Retail, Property Management, New Business Development, Property, Microsoft Excel, Advertising, Home Staging, Team Building, Management, Investors, Procurement
Education
Harvard Business School
Mass. Board of Real Estate
Massachusetts RE License, Real Estate
Eastern School of Real Estate
Massachusetts Auctioneers License, Real Estate Foreclosures
Quincy College
Associates Degree, Marketing
Wentworth Institute
Guidepoint Global October 2012 - April 2013
ABR Investment Strategy LLC January 2011 - March 2012
Pioneer Path Capital July 2009 - June 2010
RBC Capital Markets December 2007 - June 2009
Citadel Investment Group August 2004 - June 2006
Pequot Capital December 1999 - December 2002
Credit Suisse December 1999 - November 2000
Scudder, Stevens & Clark August 1997 - November 1999
Skills
Equity Research, Equities, Portfolio Management, Investments, Hedge Funds, Asset Management, Trading, Financial Analysis, Fixed Income, Due Diligence, Alternative Investments, Investment Strategies, Investment Banking, Venture Capital, Asset Managment, Securities, Competitive Analysis, Financial Modeling, Sales, Customer Service, Human Resources, Management, Mutual Funds, Market Research, Financial Markets, Telecommunications, Economics, Human Capital, Corporate Development, Customer Relations, Industry Analysis, Trading Systems, Consulting, Technology, Project Management, Team Management, Private Equity, Business Development, Management Consulting, Financial Services, Finance, Analysis, Valuation, Leadership, Capital Markets, Strategy, Start-ups, Bloomberg, Marketing, Entrepreneurship
Education
Middlebury College 1993 — 1997
Bachelor of Arts (B.A.), Spanish (Honors) & Economics
Brentwood School 1981 — 1993
3 A-Levels, Economics, French, Spanish, (2 A's and 1 B)
Babson Capital Management March 2012 - Present
Dwight Asset Management August 2010 - May 2012
John Hancock June 2007 - September 2010
Deutsche Asset Management January 2002 - December 2006
Scudder Kemper Investments August 1999 - January 2002
Scudder, Stevens & Clark October 1996 - August 1999
Scudder, Stevens & Clark August 1995 - October 1996
State Street Bank June 1994 - August 1995
Skills
Fixed Income, Investment Strategies, Asset Managment, Investments, Bonds
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1998 — 2000
Masters of Business, Finance
University of Massachusetts, Amherst 1990 — 1994
Bachelors, Finance
Shrewsbury High School 1986 — 1990
Commonwealth Financial Network May 2013 - Present
Commonwealth Financial Network October 2009 - May 2013
Commonwealth Financial Network May 2007 - October 2009
Commonwealth Financial Network May 2003 - May 2007
Commonwealth Financial Network October 2000 - May 2003
MFS Investment Management May 1996 - September 2000
Scudder, Stevens & Clark March 1987 - December 1994
Skills
Practice Management, Series 6, Series 63, FINRA, Series 26, Certified Predictive..., Certified Kolbe Index...
Education
Smith College 1982 — 1986
A.B., Economics and International Relations
Boston University Graduate School of Management 1998 — 2000
MBA, Organizational Development
Babson College
Women in Leadership
Standard & Poor's November 2008 - Present
Keane Inc. March 1997 - November 2008
Scudder, Stevens & Clark 1987 - 1997
Grumman Data Systems 1983 - 1987
Education
New York Institute of Technology 1975 — 1979
Affiliated Managers Group December 2012 - Present
Affiliated Managers Group October 2007 - Present
State Street Global Advisors January 2007 - October 2007
Wellington Management September 2003 - December 2006
Dechert LLP October 1997 - September 2003
Testa, Hurwitz & Thibeault, LLPBos 1996 - 1997
Scudder, Stevens & Clark 1989 - 1993
State Street Bank 1988 - 1989
Homeowners Federal Savings and Loan September 1986 - August 1988
Weathervane June 1983 - May 1986
Skills
Asset Managment, Equities, FINRA, Asset Management, Investments, Securities Regulation, Securities, Capital Markets, Corporate Governance, Hedge Funds, Mutual Funds, Private Equity, Mergers, Alternative Investments, Financial Services, Investment Management, Anti Money Laundering, Due Diligence
Education
Tulane University Law School 1993 — 1996
JD
Boston College 1984 — 1988
Finance and Marketing
Bangor High School 1980 — 1984
Enterprise Iron Financial Industry Solutions, Inc. August 2013 - October 2014
BNY Mellon Asset Servicing October 1999 - December 2012
SSgA/Russell Funds 1997 - 1998
Scudder, Stevens & Clark 1982 - 1997
Skills
Mutual Funds, Alternative Investments, Hedge Funds, Fixed Income, Securities, Trust Services, Nonprofits, Client Relations Skills, Contract Negotiation, Global Custody, Investments, Asset Allocation, Equities, Fund Accounting, Financial Services, Corporate Actions, Asset Management, Relationship Management, Risk Management
Education
Colby College 1971 — 1975
The Derryfield School
TIAA-CREF, Charlotte, NC. September 2007 - June 2008
TIAA-CREF,New York, NY August 2006 - March 2007
WELLS-FARGO, Roseville, MN. February 2006 - July 2006
Putnam Investments, Boston, MA April 2002 - October 2004
Strong Capital Management 1997 - 2002
Scudder, Stevens & Clark 1992 - 1997
Smart Ideas, Inc 1989 - 1992
BOSTON UNIVERSITY, Boston, MA 1988 - 1989
Manassa Systems, Inc 1986 - 1988
Education
Boston University 1987 — 1990
MS, Computer Information System
Boston University 1984 — 1986
MS, Computer Science
Abidjan University
BS, Physics
Retired IT Professional April 2014 - Present
Firestone 2011 - April 2014
Del Laboratories, Inc./ COTY Inc. September 2006 - November 2008
Meineke Car Care Center September 2001 - May 2004
Kirschmans Furniture Inc. April 1999 - February 2001
Astoria Federal Savings 1991 - 1999
Astoria Federal Savings Bank 1991 - 1999
Scudder, Stevens & Clark 1982 - 1991
Skills
Team Leadership, Change Management, Security, Banking, IT Management, Business Operations, Business, Disaster Recovery, Cloud Computing, Information Security, Client/server, Process Improvement, Technical Services, Retail, Forecasting, Business Planning, Business Analysis, Management, Cross-functional Team..., Risk Management, Process Engineering, Start-ups, Program Management, Vendor Management, Project Planning, Strategic Planning, Project Management, Business Strategy, Training, Strategy, Leadership, Budgets, Business Process..., Team Building, Negotiation, Operations Management, Team Management, Business Process, Analysis, Product Development, Sales Operations, P&L Management, Product Management, Contract Negotiation, Business Development, Competitive Analysis, Supply Chain, Inventory Management, Sales Management
Education
State University of New York - System 1970 — 1974
Bethpage High School
Appleton Partners August 2000 - Present
Scudder, Stevens & Clark January 1993 - August 2000
Scudder Investments 1993 - 2000
Education
Bates College
RFH
Karis Capital Partners September 2013 - Present
Knight Capital Partners October 2010 - September 2013
Auriel Capital Limited July 2007 - January 2010
Alstra Capital October 2005 - July 2007
Deutsche Asset Management April 2002 - September 2005
Scudder, Stevens & Clark August 1994 - April 2002
Morgan Stanley August 1983 - August 1994
Education
Columbia University - Columbia Business School 1982 — 1983
M.B.A, Finance
Colgate University 1973 — 1977
B.A., Economics
BCP Securities LLC 2001 - Present
Darby Overseas Investments, Ltd. 1996 - 1998
Scudder Stevens & Clark 1990 - 1996
Skills
Loans, Credit, Capital Markets, Emerging Markets, Structured Finance, Investment Banking, Private Equity, Hedge Funds
Education
Clark University 1985 — 1989
BA - Economics / BA - International Relations
Canterbury School 1983 — 1985
Colegio Notre Dame de Campinas 1972 — 1982
Bank Of America June 2006 - Present
IXIS Service Company 1999 - 2005
IXIS 1999 - 2005
Scudder Investments 1994 - 1999
Scudder, Stevens & Clark February 1992 - 1994
Education
University of Massachusetts Dartmouth
Boston Medical Center Healthnet Plan July 2008 - Present
Clean Harbors September 2003 - July 2008
Putnam Investments August 2002 - September 2003
Deutsche Asset Management June 2001 - July 2002
Scudder Stevens & Clark 1997 - 2002
Scudder Kemper Investments June 1997 - June 2001
PC-PLUS Technologies, Inc. January 1993 - June 1997
Skills
VMware ESX, Fibre Channel, SAN, Cloud Computing, Cisco Technologies, Servers, Citrix, Windows Server, VDI, Data Center, EMC Storage, Integration, Dell PowerEdge Servers, Active Directory, Hardware, VMware Infrastructure, Microsoft Exchange, VMware, Operating Systems, Management, Infrastructure, Switches, DNS, Technical Support, Group Policy, Network Administration, Networking, Enterprise Architecture, Enterprise Software, SCCM, Compellent, vSphere, ESXi, QSI, Trizetto, Brocade Fibre Switches, Arista, Cisco IOS, DHCP, DNS Server, Print Servers, RSA Security
Education
Boston University 1994 — 1995
Novell/LAN Certification
Northeastern University 1988 — 1993
MIS
Epsilon June 2012 - Present
Fidelity Investments June 2008 - September 2010
Janus Capital Group 1997 - May 2008
Berger Mutual Funds May 1996 - September 1997
Scudder Stevens & Clark January 1994 - May 1996
Skills
Vendor Management, Business Analysis, Process Improvement, Data Analysis, Business Intelligence, Visio, Business Process..., MS Project, Problem Solving, Requirements Analysis, Project Planning, Analysis, Change Management, Business Requirements, Integration, Excel, Project Delivery, PowerPoint, Project Management, Project Portfolio..., PMO, Leadership, SharePoint, SDLC, Management
Education
Southern New Hampshire University
BS, Accounting
Genscape, Inc. April 2006 - April 2015
Barra 1999 - 2003
Scudder, Stevens & Clark 1994 - 1999
Skills
Commodity, Options, Commodity Markets, Trading, Derivatives, Energy, Energy Markets, Natural Gas, Trading Systems, Risk Management, Financial Markets
Education
State University of New York College at Buffalo
Bachelor of Science (B.S.)
Nuveen Investments January 2011 - Present
First American Funds November 2008 - January 2011
Loon Race Team 2007 - 2010
Pioneer Funds Distributor March 2003 - November 2008
Pioneer Investments 2003 - 2008
Bisys Retirement Services March 2001 - May 2003
Citizens Securities, Inc. March 2000 - November 2001
Citizens Advisors 2000 - 2001
Scudder, Stevens & Clark 1995 - 1998
Scudder Investments 1995 - 1998
Skills
Investments, Leadership, Management, Morningstar, Mutual Funds, New Business Development, Relationship Management, Retirement, Sales Management, Series 7, Strategy, Alternative Investments, Asset Allocation, Investment Strategies, Series 63, Asset Management
Education
Roanoke College 1984 — 1988
BA, History
High School 1981 — 1984
HS
Volunteer at local schools September 2010 - October 2012
State Street Bank January 1998 - December 2005
Scudder, Stevens & Clark 1996 - 1999
Scudder Kemper Investments September 1996 - December 1997
Skills
Process Improvement, Mutual Funds, Budgets, Leadership, Forecasting, Youth Development, Microsoft Excel, Project Management, Spreadsheets, Financial Services, Training, Managerial Finance, Event Management, Research, Presentations, Social Media, Accounting, Business, Team Building, Risk Assessment
Education
Boston College 2001 — 2005
Bachelor of Science (BS), Accounting, Finance
Brandeis University September 2011 - February 2013
Bank of America March 2006 - June 2011
Tweeter Home Entertainment Group May 2005 - March 2006
Bank of America July 2003 - May 2005
Tweeter Home Entertainment Group October 2002 - July 2003
Boston Scientific Corporation June 2002 - September 2002
FleetBoston Financial Corporation January 1998 - June 2002
BJ's Wholesale Club January 1997 - January 1998
Fidelity Investments January 1996 - January 1997
Scudder, Stevens & Clark January 1994 - January 1996
Education
Boston University
B.S, Computer Science
GWK Investment Mgt. 2007 - Present
Liberty Mutual Insurance 2003 - 2007
Deutsche Asset Management 2001 - 2003
Scudder, Stevens & Clark 1991 - 2003
Education
Suffolk University - Sawyer Business School
BSBA, Management
Suffolk University - Sawyer Graduate School of Management
MBA
Clean Energy Design, LLC April 2012 - Present
Najimy Consulting July 2010 - August 2012
Carousel Industries September 2008 - July 2010
Avaya March 2004 - March 2008
Avaya March 1998 - March 2004
Scudder, Stevens & Clark 1994 - 1996
Scudder, Stevens & Clark, Inc. 1991 - 1994
Scudder, Stevens & Clark, Inc. 1987 - 1991
Education
Boston College 1982 — 1992
BA, Communications
Morgan Stanley Private Wealth Management 2015 - Present
OppenheimerFunds 2014 - 2015
Oppenheimer Funds 1998 - 2015
OppenheimerFunds 2006 - 2014
OppenheimerFunds 2002 - 2006
Oppenheimerfunds, Inc. 1998 - 2002
Pershing 1997 - 1998
AIG 1996 - 1997
Scudder Stevens & Clark 1994 - 1996
JPMorgan Chase & Co. 1991 - 1994
Skills
Customer Relations, Banking, Budgeting, Forecasting, Cost Analysis, Insurance, Business Process, Executive Management, Analysis, Mentoring, Requirements Analysis, Project Planning, Administration, Process Improvement, Business Analysis, Resource Management, Program Management, Budgets, Relationship Management, SDLC, Customer Service, Investments, Management, Integration, Quality Assurance, Leadership, Software Quality..., Strategy, Project Management, Financial Services
Education
Hofstra University
Masters of Business Administration, Business Computer Information Systems
Hofstra University
Bachelor of Business Administration, Finance and Banking
Wellington Management Company LLP February 1996 - Present
JP Morgan 1992 - 1996
Scudder Stevens & Clark November 1987 - December 1992
Education
University of Massachusetts at Lowell 1982 — 1986
Bachelor of Science, Economics
K2 Advisors November 2004 - Present
Commonfund 2000 - 2004
Commonfund 2000 - 2004
Scudder, Stevens & Clark 1994 - 1996
Skills
Hedge Funds
Education
Hobart and William Smith Colleges 1991 — 1991
Phillips Academy 1985 — 1987
Moses Brown School 2008 - Present
Pages by Pam 1987 - 2008
Fidelity Investments 1985 - 1988
Scudder, Stevens & Clark 1982 - 1985
Education
Babson College 1982 — 1985
MBA, Finance
Mount Holyoke College 1975 — 1979
BA, French Studies
River Forest School District August 2015 - Present
River Forest School District 90 October 2013 - June 2015
District 99 Schools August 2010 - August 2011
Bank One May 1992 - December 1998
Bank of California June 1990 - May 1991
Andersen Consulting August 1984 - June 1990
Scudder, Stevens & Clark June 1980 - July 1982
Skills
Team Leadership, Business Process..., Software Project..., IT Management, Staff Development, PLTW Certified GTT DM..., Middle School...
Education
Massachusetts Institute of Technology - Sloan School of Management 1982 — 1984
SM, Management Information Systems, Finance
Wellesley College 1976 — 1980
BA, Political Science
Dominican University 2005 — 2010
MAT, Teaching
Scudder, Stevens & Clark 1987 - 1998
Scudder Investments 1987 - 1998
Education
Brown University 1999 — 2001
MS, Applied mathematics
University of Rochester - Simon Business School 1981 — 1983
MBA, Finance, Applied Economics, Corporate Finance
Colgate University 1967 — 1971
BA, American Studies
Sirius Funds Advisors, Inc. May 2014 - Present
RBS Construction LLC & ARES Engineering, Inc. May 2010 - December 2013
Jewell & Associates LLC June 2008 - April 2010
Russello Building Services, LLC April 2006 - June 2008
ARES Engineering, Inc (Russello Engineering) January 2004 - June 2008
BEI Structural Engineers, Inc January 1998 - January 2004
First National Bank of Commerce (First NBC) May 1992 - February 1995
Scudder Stevens & Clark February 1988 - January 1990
Kidder, Peabody Brokerage January 1986 - January 1988
Skills
Budgets, Strategic Planning, Corporate Finance, Specialty Financing, Investments, Mutual Funds, Financial Planning, Proposal Writing, Finance, Payroll, Customer Relations, Registrations..., Strategic Financial..., Human Resources, Analysis, Customer Service, Management, Banking, Leadership
Education
Tulane University - A.B. Freeman School of Business 1990 — 1992
MBA, Finance & Marketing
University of Colorado Boulder 1981 — 1985
BS, Finance & Marketing
Yale University 1982 — 1982
Summer, Communications
Rockefeller Brothers Fund 1997 - 2006
Deutsche Asset Management 2002 - 2005
Zurich Scudder Investments 1995 - 2002
Scudder Investments 1991 - 2002
Scudder Stevens & Clark 1995 - 1998
Education
University of Pennsylvania 1968 — 1973
Doctor of Philosophy (PhD), Economics
Georgetown University 1964 — 1968
BA, Mathematics and Economics
Lee Munder Capital Group September 2000 - Present
Wellington Management July 1997 - September 2000
Scudder Stevens & Clark February 1990 - June 1997
Skills
Hedge Funds, Equities, Asset Managment, Investments, Mutual Funds, Alternative Investments, Microsoft Excel, Fixed Income, Due Diligence, Derivatives, Risk Management, Bloomberg
Education
University of Massachusetts Lowell 1982 — 1986
BS, Business Administration
Silvercrest Asset Management Group LLC June 2015 - Present
Jamison Eaton & Wood September 2003 - Present
Rita Allen Foundation March 2003 - Present
Deustche Bank Asset Management 2002 - 2003
Scudder Kemper Investments 1998 - 2001
Scudder Stevens & Clark April 1983 - December 1997
Skills
Hedge Funds, Equities, Portfolio Management, Fixed Income, Asset Management, Investments, Alternative Investments, Asset Allocation, Private Equity, Series 7, Wealth Management, Valuation, Investment Management, Mutual Funds, Series 63, Financial Analysis
Education
University of Pennsylvania - The Wharton School 1979 — 1981
MBA, Finance
Trinity College-Hartford 1973 — 1977
BA, Philosophy/Psychology
Mediaocean 2012 - Present
Donovan Data Systems 2005 - 2012
Atlantic Trust 2003 - 2005
Deutsche Bank 2002 - 2003
Zurich Scudder Investments 2000 - 2002
Scudder Stevens & Clark 1998 - 2000
Scudder, Stevens & Clark 1992 - 1998
Scudder, Stevens & Clark 1989 - 1992
Skills
SDLC, Financial Services, Business Analysis, Visio, Vendor Management, Equities, Fixed Income, Process Improvement, User Acceptance Testing, Analytics, Project Management, Portfolio Management, Business Process..., Business Requirements, Requirements Analysis, Analysis, Requirements Gathering, Financial Analysis, CRM
Education
Pace University
MBA, Finance
State University of New York at Albany
B.A., Sociology, Business
Northern Trust April 2003 - Present
Harris Bank April 2001 - April 2003
Lyon Street Asset Management - affiliate of Old Kent Bank November 1998 - April 2001
Bank of America October 1989 - November 1998
Scudder, Stevens & Clark April 1979 - October 1989
Education
Colgate University
BA, History
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
QS Investors, LLC January 2011 - Present
TMNG July 2010 - January 2011
IDB Asset Management January 2008 - July 2010
Deutsche Asset Management March 2001 - May 2004
Zurich Scudder Investments March 1996 - March 2001
Scudder, Stevens & Clark January 1993 - March 1996
Skills
Alternative Investments, Mutual Funds, Hedge Funds, Equities, Asset Management, Asset Allocation, Portfolio Management, Fixed Income, Investments, Investment Management, Investment Strategies, Bloomberg, Derivatives, Trading, Wealth Management
Education
Dowling College 1988 — 1992
BS, Accounting
Hoffman-Haas Fellowship Program 2014 - Present
Winnipesaukee Playhouse January 2013 - Present
New England Wild Flower Society 2012 - August 2015
Newton Community Service Center 2010 - June 2012
Harvard Business School Community Action Partners 2002 - 2011
Scudder, Stevens & Clark 1986 - 1997
Wellington Management Company 1980 - 1985
Skills
Non-profits, Fundraising, Strategic Planning, Competitive Analysis, Board Development, Chartered Financial..., Community Outreach, Marketing Strategy, Nonprofits, Public Speaking, Philanthropy, Strategy, Start-ups, Annual Giving, Research, Mergers & Acquisitions
Education
Harvard Business School 1978 — 1980
MBA, Finance
Princeton University 1972 — 1976
AB, Philosophy
The PFE Group September 2008 - Present
Merrill Lynch January 2007 - August 2008
Fidelity Investments June 2000 - January 2007
NEPC 1997 - 1999
Scudder, Stevens & Clark 1992 - 1995
Skills
Investments, Mutual Funds, Series 7, Asset Allocation, Series 63, 401k, Asset Management, Financial Services, Alternative Investments, Retirement
Education
Bentley University 1989 — 1991
Masters, Finance
Boston College 1982 — 1985
BS, Marketing
Bedford High School
Citadel LLC August 2015 - Present
The Blackstone Group May 2001 - January 2014
Goldman Sachs May 2000 - May 2001
Scudder, Stevens & Clark 1986 - May 2000
Skills
Hedge Funds, Asset Managment, Alternative Investments, Investments, Asset Management, Bonds, Business Analysis, Business Strategy, Capital Markets, Corporate Development, Derivatives, Emerging Markets, Equity Research, Finance, Financial Analysis, Fund Of Funds, Investor Relations, Management, Mergers, Real Estate Transactions, Risk Management, Space planning, Series 63, Start-ups, Team Leadership, Strategy, Vendor Management, Trading Systems, Wealth Management, Facilities Management, Space Planning, Contract Negotiation, Project Management, Equities, Portfolio Management
Education
The University of Texas at Arlington - College of Business 1980 — 1984
BA, Management
Nolan Catholic High School 1974 — 1978
ADP, Inc. June 2004 - Present
Scudder Investments September 2000 - June 2004
Scudder Stevens & Clark 1997 - 2000
Skills
Salesforce.com, Employee Benefits, Employee Relations, Customer Service, Project Management, Talent Management, 401k, Benefits Administration, Series 6, Recruiting, Human Resources, Deferred Compensation, Applicant Tracking..., Defined Benefit, ADP Payroll, PEO
Education
Boston College 1993 — 1997
Bachelor’s Degree, Communications
Woburn Memorial High School 1989 — 1993
High School
BNY Mellon July 1981 - June 2015
Scudder Stevens & Clark January 1971 - June 1981
Scudder Stevens & Clark 1971 - 1981
Skills
Equities, Asset Management, Asset Allocation, Portfolio Management, Fixed Income, Wealth Management, Securities, Alternative Investments, Investment Management, Investment Advisory, Bloomberg, Investments, Hedge Funds, Wealth Management..., Series 7, Investment Strategies, ETFs, High Net Worth..., Bonds, Estate Planning, Retirement Planning
Education
Michigan State University 1969 — 1971
MA
Hunter College 1966 — 1969
BA, History
Latino STEM Alliance October 2014 - Present
Making Music Matters September 2006 - June 2013
Standish, Ayer and Wood, Inc. October 1997 - October 2000
Scudder Stevens & Clark September 1992 - September 1997
Skills
Management
Education
Regis College
Bachelor of Arts (B.A.), Business Management Concentration: Spanish
Financial Services 2004 - Present
Griffin Builders, LLC 2000 - 2004
Liberty Funds Group (now Columbia Funds) 1999 - 2000
Putnam Investments 1998 - 1999
Scudder, Stevens & Clark 1984 - 1997
Skills
Mutual Funds, Global Inv. Management, Global Custody, Global Operations, Change Agent, Start-up Ventures, SEC compliance, Project Management, IT Management, Hedge Funds, Conflict Resolution, IRS compliance, Board of Directors..., Written communications, Change Management, M&A experience, Entrepreneurship, SEC reporting, Mentoring, Team Building, Risk Management, Vendor Management, Negotiating, SOX, Sarbanes-Oxley Act, Financial Reporting, Investment Management
Education
Boston College
Bachelor of Arts (B.A.), cum laude, Economics and English
Foreside Financial Group, LLC 2007 - 2014
Scudder, Stevens & Clark 1992 - 1996
Scudder, Stevens & Clark 1992 - 1996
Scudder, Stevens & Clark 1992 - 1996
Skills
AML, Securities, Financial Services, FINRA, Mutual Funds, Due Diligence, Legal Compliance, Real Estate Transactions, Contract Law
Education
Suffolk University Law School 1993 — 1996
Doctor of Law (J.D.), Law, cum laude
Tufts University 1984 — 1987
Bachelor's degree, English Language and Literature/Letters
The Lawrenceville School 1981 — 1983
EMPOWER Retirement January 2015 - Present
Putnam Investments August 2012 - December 2014
Putnam Investments February 2010 - July 2012
ADP May 2005 - January 2010
DWS Scudder/ Deutsche Bank February 2001 - May 2005
Scudder Kemper Investments January 2000 - January 2001
Scudder Stevens & Clark April 1997 - December 1999
Scudder Stevens & Clark March 1995 - March 1997
Putnam Investments September 1992 - February 1995
Skills
Management, CRM, Project Management, Analytics, Retirement Planning, Retirement, Process Improvement, Microsoft Office, Microsoft Excel, Business Analysis
Education
University of Maine 1988 — 1992
Bachelor's degree, Business Administration and Management, General