Scudder Stevens and Clark
Address: 160 Federal St, Boston, MA 02110 Phone: (617) 330-5780: : Website: Place name: : : Category: : : Own this business?
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Scudder Stevens and Clark Employees
Athalon Sportgear January 1999 - Present
Suki Design Inc May 1993 - Present
SPIbelt April 2010 - September 2013
Clubhouse Jewelry & Gifts September 1998 - May 2006
Rentokil North America Pest Control July 1996 - November 1997
Belvedere Voyage with John Bockstoce PHD August 1996 - August 1996
Quansett Nursery January 1994 - May 1995
US Cross Country Road Trip September 1992 - February 1993
Suffield Academy July 1988 - June 1992
Scudder, Stevens and Clark June 1987 - July 1988
Skills
Marketing Strategy, New Business Development, Strategic Planning, Sales, Business Strategy, Negotiation, Marketing, Social Media, Product Development, Retail, Customer Service, Account Management, Business Development, Event Management, Management, Public Speaking, Event Planning, Microsoft Excel, Microsoft Office, Public Relations, Fundraising, Friendraising, Sailing, Boating Industry, Horticulture, Social Media Marketing, Online Marketing, Sales Management
Education
Harvard University Graduate School of Design 1993 — 1996
Landscape Architecture and Design
Tufts University 1981 — 1985
Bachelor's degree, Economics with special interest in Chinese and Soviet histories and economies
Suffield Academy 1978 — 1981
Friends Academy 1975 — 1978
K. D. Clewley Capital Management January 2006 - Present
Kevin Clewley Investment Management 1999 - 2005
Scudder Stevens and Clark 1996 - 1998
Neuberger Berman 1987 - 1996
Skills
Portfolio Management, Investments, Asset Allocation, Economics, Asset Management, Bonds, Financial Modeling, Investment Strategies, Equities, Investment Management, Wealth Management, Financial Advisory, Emerging Markets, Fixed Income, Risk Management
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA, Finance
Babson College 1976 — 1980
B.S., Finance
Montpelier High School 1972 — 1976
Bank of New York Mellon/Asset Management Operations 2009 - Present
Standish Ayer and Wood 1996 - 2003
Scudder Stevens and Clark 1989 - 1996
The Boston Company Asset Management, LLC 1986 - 1989
Skills
Mutual Funds, Financial Services, Fund Accounting, Securities, Process Improvement, Fixed Income, Asset Managment, Asset Management, Operations Management, Equities, Series 7, Series 63, Bloomberg, Investments, Asset Allocation, Hedge Funds, Disaster Recovery
Education
Simmons College - Simmons School of Management 1977 — 1978
MA, Business
Clark University 1969 — 1973
A.B., English
CSC ServiceWorks January 2014 - Present
Mac-Gray April 2011 - Present
Mac-Gray March 2000 - April 2011
Liberty Mutual Group March 1996 - February 2000
Stride Rite April 1995 - February 1996
New England Electric Systems June 1994 - March 1995
Scudder, Stevens and Clark September 1991 - December 1993
Skills
Analysis, Financial Modeling, Budgets, Financial Analysis, Salesforce.com, Account Management, Strategic Planning, Forecasting, Mergers & Acquisitions, Operations Management, Mergers, Strategy, P&L Management, Strategic Financial..., Sales Management, Income Statement, Sales Process, Financial Services, Management, New Business Development, Training, Contract Negotiation, Finance, Capex, Salesforce.com..., CRM, CRM Integration, Business Analysis, M&A analysis, M&A experience, M&A Modeling, Acquisition Integration, Customer Retention, Data Analysis, Reporting & Analysis, Business Strategy, Project Planning, Team Management
Education
Northeastern University 1994 — 1996
MBA
Purdue University 1987 — 1991
BA
Temin and Company Incorporated 1997 - Present
Forbes.com July 2010 - Present
Girl Scouts of the USA 2008 - November 2014
GE Capital 1995 - 1997
Schroders Investment Bank 1990 - 1995
Scudder, Stevens and Clark 1986 - 1990
Citicorp Investment Bank 1983 - 1986
Columbia Business School 1976 - 1983
The Women's Counseling Project 1975 - 1980
Commonwealth of Massachusetts 1975 - 1975
Education
Columbia University in the City of New York 1974 — 1976
Business and Psychology
Swarthmore College 1970 — 1974
BA, Honors Program
Grenoble Ecole de Management 1973 — 1973
Management, Art History, French
Université Stendhal (Grenoble III) 1973 — 1973
Art History and French
Pomona College 1972 — 1972
Art History and Psychology
LPL Financial April 2014 - Present
Wells Fargo 2005 - April 2014
Wells Capital Management 2009 - 2012
Evergreen Investments 2005 - 2009
Wachovia 2004 - 2009
Deutsche Asset Management 1993 - 2004
Zurich Scudder Investments 1998 - 2002
Scudder Kemper Investments 1998 - 2002
Scudder, Stevens and Clark 1993 - 1998
City National Bank 1986 - 1993
Skills
Managing Teams, Investment Management, Fixed Income, Equities, Post Trade, Data Management, Data Warehousing, SQL, Integration, Business Analysis, Asset Management, Mobile Technology, Asset Managment, SharePoint, Team Leadership, Back Office, Trading Systems, Databases, VBA, Business Intelligence, Data Integration, Securities, Data Modeling, ETL, Prezi, Process Improvement, ITIL, Market Data, Strategy, Analysis, Team Management
Education
Azusa Pacific University 1992 — 1996
Masters, Applied Computer Science
The Master's College 1982 — 1986
BA, Business
DiMeo Schneider & Associates January 1998 - Present
Scudder Stevens and Clark January 1993 - 1997
Education
Quinlan School of Business, Loyola University Chicago 1996 — 1998
MBA, Finance
Miami University 1986 — 1990
B.S., Finance
Partner Reinsurance Company of the U.S. January 2000 - July 2014
TIG Reinsurance/Odyssey Reinsurance March 1995 - December 2000
RE Systems Group July 1986 - February 1995
Scudder, Stevens and Clark April 1982 - July 1986
Corporate Time Sharing Services May 1977 - April 1982
Skills
IT Management, IT Solutions, Project Management, PMBOK, Enterprise IT..., Board of Directors..., Business Analysis, Business Process..., Workflow Management..., Business Process..., Reinsurance, Property & Casualty..., Public Speaking, ACORD, Relocation, Sarbanes-Oxley Act, Underwriting, Insurance, Project Portfolio..., SDLC, Process Improvement, Enterprise Architecture, Vendor Management, Management, Strategy, Business Process, Strategic Leadership, Leadership, Executive Management, Software Project..., Requirements Gathering, Risk Management, Information Technology, Enterprise Risk..., Business Intelligence, Governance, Business Transformation, PMO, Data Center, Outsourcing, Claim, Data Warehousing, Business Process..., Requirements Analysis, Business Requirements, IT Operations, Data Modeling, Solution Architecture, Mergers & Acquisitions, Application Architecture
Education
Columbia University in the City of New York
Bachelor of Science (B.S.), Computer Science
Thomas A Edison High School
High School Diploma - Regents Endorsements with Honors, Computer Technology/Computer Systems Technology, Senior Class Valedictorian.
Various Institutions
TIAA-CREF April 2013 - Present
Wealth Management Consultant October 2011 - April 2013
Boston Advisors June 2010 - October 2011
U.S. Trust August 1999 - June 2010
Scudder Stevens and Clark 1993 - 1999
Education
Emory University 2008 — 2009
CTFA, Trust and Investments
Babson College - Franklin W. Olin Graduate School of Business 1999 — 2002
MBA, Finance
Northeastern University 1988 — 1993
BS, Finance
Malden Catholic
Riverstone Advisors, LLC March 2004 - Present
Scudder, Stevens and Clark 1992 - 1997
J P Morgan 1979 - 1992
MRI Systems Corporation 1975 - 1979
Skills
Retirement Calculations, Investments, Wealth Management, Portfolio Management, Analysis, Finance, Trading, Financial Advisory, Entrepreneurship, Venture Capital, Retirement, Management, Alternative Investments, Asset Management, Investment Banking, Mutual Funds
Education
The University of Texas at Austin 1968 — 1972
BBA, Finance
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
Neighborhood Health Plan March 2014 - September 2015
BlueCross BlueShield of Massachusetts April 2013 - November 2013
BlueCross BlueShield of Massachusetts September 2009 - April 2013
BlueCross BlueShield of Massachusetts November 2007 - September 2009
CITY OF BOSTON COMMISSION ON AFFAIRS OF THE ELDERLY December 2008 - May 2009
Masspro January 2007 - November 2007
IHS Cambridge Energy Research Associates September 2006 - December 2006
Fidelity Investments April 1999 - September 2006
Scudder Stevens and Clark 1990 - 1992
Skills
Newsletters, Healthcare, Editing, Health Promotion, Employee Wellness, Research, Healthcare Management, Cross-functional Team..., Health Communication, Clinical Research, Strategic Communications, Health Insurance, Public Speaking, Social Media, Non-profits, Marketing, Strategy, Leadership, Marketing Communications, Program Management, Proposal Writing, Nonprofits, Compassion
Education
Emerson College 2015 — 2015
Certificate, Copyediting
Emerson College 2004 — 2009
MA, Health Communication
Boston University 1985 — 1989
BA, Political Science
Cohasset High School
Cohasset High School
Strategic Stock Investments January 2002 - Present
southwest merchant group April 1989 - Present
Bear Stearns & Company 1977 - 1994
scudder stevens and clark 1969 - 1977
Skills
Mergers & Acquisitions, Investments, Due Diligence, Strategic Planning, New Business Development, Start-ups, Financial Modeling, Business Development, Entrepreneurship, Venture Capital
Education
Harvard Business School 1966 — 1968
Master of Business Administration (MBA), Finance, General
University of Oklahoma 1960 — 1964
BA Letters, history, literature, philosophy and language
William Raveis Real Estate December 2010 - Present
Clients First Financial January 2009 - March 2011
Century 21 Abigail Adams September 2007 - December 2010
Scudder Stevens and Clark 1989 - 1997
Skills
FHA, Property, First Time Home Buyers, Condos, Short Sales, Mortgage Lending, Sellers, Relocation, Listings, New Home Sales, Sales
Education
University of Massachusetts, Amherst 1983 — 1987
BA, Communications
Cohasset High
Belpointe Asset Management LLC October 2011 - Present
Simms Capital Management 1998 - 2002
Schroders Investment Management 1996 - 1997
Provident Capital Management April 1993 - November 1996
Mitchell Hutchins Asset Management August 1989 - December 1991
Scudder Stevens and Clark 1985 - 1989
Skills
Hedge Funds, Asset Allocation, Investments, Portfolio Management, Asset Managment, Investment Management, Fixed Income, Alternative Investments, Equities, Mutual Funds, Equity Research, Investment Strategies, Asset Management, Private Equity, Financial Modeling, Wealth Management, Series 7
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1983 — 1985
MBA, Finance
Deurle
Deurle
US Trust October 1988 - February 1994
Scudder Stevens and Clark 1974 - 1983
Skills
Equities, Investment Banking, Investments, Portfolio Management
Education
Stanford University 1965 — 1969
M.S.
Stanford University Graduate School of Business 1964 — 1966
MBA
Empowering Media, Inc. Administrative AssistantScudder Investments1990 - 2002
Scudder Stevens and Clark 1990 - 2002
Education
Pace University - Lubin School of Business 1983 — 1987
AIG Financial Network July 2014 - Present
Northwestern Mutual March 2002 - June 2014
Scudder Stevens and Clark 1998 - 1999
Skills
Life, Accident, and..., FINRA Series...
Education
University of Notre Dame - Mendoza College of Business 2014 — 2014
The American College
Chartered Life Underwriter
Villanova University 1998 — 2001
Xavier High School 1994 — 1998
High School
SJHA
Verint September 2013 - Present
Verint February 2010 - August 2013
John Hancock Financial Services May 2000 - February 2010
Manulife Financial 2000 - 2004
BankBoston January 1994 - May 2000
Scudder Stevens and Clark January 1992 - December 1993
Skills
Financial Services, Call Center, Process Improvement, Vendor Management, Business Analysis, Analytics, Business Intelligence, Business Process..., CRM, Call Centers, Enterprise Software, Product Management, Professional Services, Management, Salesforce.com, Strategy, Team Leadership, SaaS, Project Management, Program Management, Cloud Computing
Education
Anna Maria College 1992 — 1994
MBA, Business
University of Massachusetts Boston 1987 — 1991
BS, Marketing
University of Massachusetts Boston 1987 — 1991
BA, Economics
Brandes Investment Partners March 2014 - Present
CoreLogic Credco May 2011 - March 2014
Union Bank December 2010 - May 2011
Mitchell1 April 2008 - November 2010
X3 Management June 2007 - April 2008
Accredited Home Lenders March 2003 - March 2007
Kintera February 2002 - February 2003
Digital Systems International Corporation November 1996 - November 2000
LPL financial Services January 1996 - November 1996
Scudder Stevens and Clark July 1994 - December 1995
Skills
T-SQL Stored Procedures, Analytics, Testing, TFS, ETL, Database Design, Data Modeling, Microsoft SQL Server, ssis, ssrs, T-SQL, Databases, SSAS 2008
Education
Northeastern University 1992 — 1994
Master of Computer Science, Database Management
University of Pune 1989 — 1992
BS, Computer Science
State Street Global Advisors 2006 - Present
State Street 2000 - 2013
State Street February 2000 - April 2005
Cahners Business Information 1997 - 1999
Cahners Business Information 1996 - 1999
Scudder, Stevens and Clark 1994 - 1997
Skills
Succession Planning
Education
Northeastern University 1988 — 1993
Bachelor of Business Administration (B.B.A.), Marketing
WNH
U. S. Trust SVP, Division Philanthropic ExecutiveBank of AmericaJune 2012 - February 2013
Deutche Asset Management 2000 - 2002
Zurich Scudder Investments 1998 - 2002
Scudder Stevens and Clark 1983 - 1998
Chemical Bank 1980 - 1983
Skills
Portfolio Management, Asset Managment, CRM
Education
New York University - Leonard N. Stern School of Business 1979 — 1981
Master of Business Administration (M.B.A.), Finance
Mount Holyoke College 1973 — 1977
A.B., Biochemistry
UBS August 2014 - Present
UBS December 2010 - July 2014
UBS Investment Bank 1996 - December 2010
Scudder Stevens and Clark 1991 - 1996
Merrill Lynch 1984 - 1991
Skills
Project planning and..., Business analysis, Process excellence, End user training and..., Change management, Financial reporting, IT Strategy, Investment Banking, Derivatives, Equity Derivatives, Fixed Income, Change Management, Capital Markets, Process Excellence, Asset Management, Financial Markets, Business Analysis, Equities, Middle Office, Market Data, Trading Systems, Operational Risk
Education
Iona College 1984 — 1987
MBA, Finance, General
Fordham University
Bachelor's degree
Bank of America Dealer LiaisonColumbia Management Services, Inc.2007 - Present
Columbia Management Services, Inc./Bank of America 2006 - Present
scudder stevens and clark 1990 - 1999
Education
Bridgewater State University 1999 — 2003
Self-Employed March 2010 - Present
Wheatland Salem Church 2000 - January 2010
Scudder, Stevens and Clark July 1985 - June 1995
Skills
Musical Theatre, Music, Singing, Composition, Recording, Pianist, Songwriting, Choral, Band, Music Education, Vocalist, Studio Recording, Acoustic Guitar, Music Production, Classical, Keyboards, Youth Ministry, Biblical Studies, Theology, Piano, Church Events, Music Theory, Discipleship, Guitar, Preaching, Pastoral Care, Vocal Coaching, Choral Conducting, Vocal, Drums, Church Music
Education
Institute for Worship Studies 2005 — 2007
Doctorate, Worship and Religion
Lesley College 1993 — 1995
Masters of Science, Management
Indiana University Bloomington 1980 — 1984
Bachelor of Science, Journalism
Shaker Schools 2000 - Present
Honeywell 1990 - 2000
Complements 1985 - 1990
Warnaco 1980 - 1985
Scudder Stevens and Clark 1979 - 1981
Skills
Teaching, Coaching, Nonprofits, Public Speaking, Educational Leadership, Curriculum Development, Curriculum Design, Teacher Training, Research, Sales
Education
John Carroll University 1998 — 2002
Masters in Education, Classroom Teacher- Reading Specialist
University of Wisconsin-Madison - School of Business 1975 — 1979
Bachelor of Business Administration (B.B.A.), Finance and Marketing
Shaker Heights High School
Floor Coverings International June 2010 - Present
Synterein November 2010 - Present
Near Infrared Imaging, LLC April 2010 - Present
Edgewater Realestate April 2010 - Present
DST Sytems December 2006 - February 2010
Envision Financial Systems November 2006 - December 2007
Federated Investors September 1998 - January 2005
Scudder Stevens and Clark August 1987 - September 1998
Shawmut Bank August 1984 - August 1987
Boston Financial Data Services March 1981 - July 1983
Skills
Asset Managment, Mutual Funds, Hedge Funds, Business Analysis, Business Strategy, Business Planning, Entrepreneurship, Securities, Equities, Retirement Planning, Investments, Relationship Management, Financial Services, Strategic Planning, Capital Markets, Strategic Financial..., Business Development, Portfolio Management, Executive Management, Risk Management, Alternative Investments, Asset Management, Management, Process Improvement, New Business Development, Mergers & Acquisitions, Investment Management, Small Business, Leadership, Start-ups, Financial Analysis, Operations Management, CRM, Corporate Finance, Asset Allocation, Accounting, Strategy, Private Equity, Finance
Education
Northeastern University 1988 — 1993
Associates, Finance and Operations Management
Bentley University 1983 — 1986
Accounting and Finance
Santander Investment September 2014 - Present
New York Life September 2013 - April 2014
Merrill Lynch January 2010 - April 2012
Banc of America Securities October 2002 - January 2010
The Managers Funds AMG August 1999 - July 2002
Scudder Stevens And Clark January 1993 - August 1999
Skills
Series 7, Series 63, Series 66, Wealth Management, Asset Allocation, Asset Managment, Investments, Fixed Income, Alternative Investments, ETFs, Investment Strategies, Wealth Management..., Client Development, Business Process..., Business Process, Business Development, CIMA, Private Equity, Private Placements, Private Banking, Wirehouse Sales, RIA Sales, Variable Annuities, Fixed Annuities, Retirement, Retirement Planning, Mutual Funds, Securities, Strategic Financial..., Uniform Combined State..., Capital Markets, Equities, Investment Advisory, Hedge Funds, Portfolio Management, Training, Financial Services, FINRA, Investment Management, Series 6, Series 65, 401k, Finance, High Net Worth..., Wealth, Asset Management, Certified Financial..., Risk Management, Insurance, Separately Managed...
Education
University of Massachusetts, Amherst
New Jersey Hills Media Group August 1997 - Present
New Jersey Press Association November 2013 - November 2014
Local Media Foundation October 2011 - September 2012
Local Media Foundation 2008 - 2011
Local Media Association October 2009 - September 2010
Local Media Association September 2001 - September 2009
Recorder Community Newspapers March 1988 - July 1997
Barrett Associates, Inc. March 1983 - March 1988
scudder, stevens and clark September 1978 - September 1981
Skills
Newspapers, New Media, Digital Media, Publishing, Online Advertising, Journalism, Advertising, Magazines, Newspaper, Social Media, Publications, Social Media Marketing, Online Journalism
Education
Columbia University - Columbia Business School 1981 — 1983
M.B.A., Marketing and media management
Harvard University 1974 — 1978
Bachelor's Degree, US history
State Street June 1996 - May 2012
Scudder, Stevens and Clark 1987 - 1995
Education
Boston University 1977 — 1981
BA, Economics
The Wordsmith Writing Company October 2015 - Present
The Wordsmith Writing Company October 2015 - Present
State Street Global Advisors June 2014 - August 2015
The Hubbell Group February 2013 - May 2014
MFS Investment Management May 2005 - January 2013
Fidelity Investments August 2000 - May 2005
Fidelity Investments June 1996 - August 2000
Fidelity Investments December 1993 - June 1996
Scudder Stevens and Clark 1991 - 1993
Various newspapers July 1989 - November 1991
Skills
Financial Services, Corporate Communications, Internal Communications, Thought Leadership, Strategic Communications, Mutual Funds, Marketing Communications, Investor Relations, Communication Training, Investments, Integrated Marketing, Media Relations, Speech Writing, Newsletters, Marketing
Education
University of New Hampshire 1985 — 1989
BA, English/Journalism
KPMG January 2001 - Present
Suburban Propane 1998 - 2001
Bear Stearns May 1997 - February 1998
Scudder, Stevens and Clark November 1996 - May 1997
United Water September 1994 - November 1996
Skills
SQR, PeopleSoft, SQL, Security, SDLC, Human Resources, IT Strategy, PMP, Payroll, Personnel Management, Disaster Recovery, Vendor Management, Leadership, IT Management, ERP, Business Analysis, Data Conversion, Business Process, Oracle, SAP, Software Documentation, Process Improvement, Integration, Requirements Analysis, IT Service Management, Change Management, Governance, PMO, Business Intelligence, Business Process..., Project Portfolio..., Enterprise Architecture, Business Transformation, Information Technology, Software Project..., Outsourcing, ITIL, Solution Architecture, SharePoint, Business Process Design, Data Warehousing, Program Management, Requirements Gathering, Visio, Consulting, Resource Management, CRM, Management Consulting, Professional Services, IT Operations
Education
Stevens Institute of Technology 1991 — 1995
MS, Information Management
Stevens Institute of Technology 1983 — 1987
BS, System Planning and Management
Design Milestones May 2014 - Present
Benchmark Senior Living April 2011 - May 2014
Sunrise Senior Living International Headquarters June 2002 - April 2011
Blue Cross and Blue Shield 2001 - 2002
Boston Medical Center 1999 - 2001
Scudder, Stevens and Clark 1992 - 1999
Skills
Organizational..., Employee Relations, Performance Management, Workshop Facilitation, Recruiting, Benefits Administration, Coaching, Change Management, Onboarding, HRIS, Employee Engagement, Customer Retention, Human Resources, Succession Planning, Training
Education
Lesley University 1994 — 1996
MS, Organizational Development and Training
University of Massachusetts Boston
BS, Education
The Standard March 2012 - May 2013
The Standard February 2010 - March 2012
Standard Insurance Company 2007 - February 2010
Self employed 2000 - 2007
Fidelity Investments February 1998 - May 2000
New York Life Benefit Services April 1995 - February 1998
New Hope 1994 - 1997
Scudder Stevens and Clark July 1991 - December 1994
Skills
Series 63, Investments, Securities, Mutual Funds, Series 7, Management, Marketing, Integrated Marketing, Employee Benefits, Sales, Newsletters, Marketing Communications, Strategy, Insurance, Training
Education
Mount Holyoke College 1987 — 1989
BA, politics, studio art
Western Assset September 1998 - Present
Bank of America Capital Mgmt September 1995 - September 1998
Kleinwort Benson Capital Mgmy July 1990 - September 1995
Gibraltar Savings March 1987 - July 1990
Scudder, Stevens and Clark September 1982 - March 1987
Skills
Portfolio Management, Fixed Income, Investments, Asset Management, Investment Management, Equities
Education
University of California, Los Angeles 1979 — 1982
Bachelors, Business/Economics
Resources Global Professionals 2011 - Present
Deutsche Asset Management / DWS Investments 2003 - 2009
Zurich Scudder Investments 1998 - 2002
Scudder, Stevens and Clark 1991 - 1998
State Street December 1987 - April 1990
Shawmut Bank October 1986 - December 1987
Skills
Mutual Funds, Equities, Asset Managment, Fixed Income, Financial Services, Investments, Securities, Financial Analysis, Risk Management, Portfolio Management, Due Diligence, Fund Accounting, Private Equity, Alternative Investments, Capital Markets, Derivatives, Management, Management Consulting, Operations Management, Project Management, Staff Development, Operational Oversight, Vendor Management, Vendor Relationships, Global Custody, Customer Service, Six Sigma, Corporate Actions, Asset Management, Investment Management, Hedge Funds
Education
College of the Holy Cross
BA, Economics Accounting
Marian High School
Total Benefit Communcations April 2014 - 2014
ING 2008 - 2014
CitiStreet 1997 - 2008
Scudder Stevens and Clark 1993 - 1997
Skills
Series 6, Series 63, 401k, Retirement, Mutual Funds, Strategy, Securities, Employee Benefits, Series 7, CRM, Financial Services, Relationship Management, Defined Benefit, Investments, Manage Client..., Outsourcing, Business Relationship...
Education
Bates College 1980 — 1984
BA, English
GAMCO Investors January 1995 - Present
Scudder, Stevens and Clark June 1982 - January 1995
Brown Brothers Harriman & Co. September 1978 - June 1982
Skills
Equities, Alternative Investments, Series 7, Asset Managment, Hedge Funds, Asset Management, Fixed Income, Asset Allocation
Education
Northwestern University
Bachelor of Arts (B.A.), Economics
Boston Financial Data Services January 2014 - Present
PharMerica August 2012 - December 2013
J.P. Morgan January 1998 - June 2011
Scudder Stevens and Clark September 1989 - January 1998
Skills
Process Improvement, Relationship Management, Business Analysis, Visio, Service Delivery, Risk Management, Vendor Management, Mutual Funds, Requirements Gathering, Securities
Education
Bridgewater State College 1985 — 1991
Bachelorr, Management Scient