Shields & Company
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Shields & Company Employees
Employee
Years
Job
Industry
Rupak Mehta Rupak Mehta's Shields & Company Experience September 2015 - Present
Job Investment Banking Intern at Shields & Company
Industry Financial Services
Experience
Shields & Company September 2015 - Present
Deutsche Börse June 2015 - July 2015
Jersey Shore Portfolio Management, LLC May 2014 - August 2014
Amboy Bank May 2014 - August 2014
Candlewood Management Service, Inc. May 2010 - August 2012
Education
Bentley University 2013 — 2017
Bachelor of Science (B.S.), Economics& Finance, Minors in Entrepreneurship & Mathematics
King's College London 2015 — 2015
Howell High School 2009 — 2013
Shields & Company September 2015 - Present
Deutsche Börse June 2015 - July 2015
Jersey Shore Portfolio Management, LLC May 2014 - August 2014
Amboy Bank May 2014 - August 2014
Candlewood Management Service, Inc. May 2010 - August 2012
Education
Bentley University 2013 — 2017
Bachelor of Science (B.S.), Economics& Finance, Minors in Entrepreneurship & Mathematics
King's College London 2015 — 2015
Howell High School 2009 — 2013
Christian Sampson's Shields & Company Experience July 2015 - Present
Job Investment Banking Analyst at Shields & Company
Industry Investment Banking
Experience
Shields & Company July 2015 - Present
Shields & Company June 2014 - August 2014
Tree Street Youth September 2013 - February 2014
The Boston Family Office July 2013 - August 2013
Skills
Microsoft Excel, Data Analysis, Econometrics, Economics, Stata, Critical Thinking, Leadership, PowerPoint, Teamwork, Time Management, Statistics, Capital IQ
Education
Bates College 2011 — 2015
Bachelor of Arts (B.A.), Economics, Mathematics, Pre-Modern History
Brookline High School 2007 — 2011
Shields & Company July 2015 - Present
Shields & Company June 2014 - August 2014
Tree Street Youth September 2013 - February 2014
The Boston Family Office July 2013 - August 2013
Skills
Microsoft Excel, Data Analysis, Econometrics, Economics, Stata, Critical Thinking, Leadership, PowerPoint, Teamwork, Time Management, Statistics, Capital IQ
Education
Bates College 2011 — 2015
Bachelor of Arts (B.A.), Economics, Mathematics, Pre-Modern History
Brookline High School 2007 — 2011
Karen Sullivan Ditto Karen Sullivan Ditto's Shields & Company Experience September 2004 - Present
Job Office Manager at Shields & Company
Industry Investment Banking
Experience
Shields & Company September 2004 - Present
Collette Vacations 1993 - 2001
Skills
Budgeting, Research, Negotiation, Budgets, Non-profits, PowerPoint, Microsoft Excel, Outlook, Financial Analysis, Microsoft Word, Event Planning, Customer Service, QuickBooks, Accounts Receivable, Event Management, Payroll, Public Speaking, Strategic Planning, Social Media
Education
Fisher College 1973 — 1975
Associate of Science (A.S.), Legal Assistant/Paralegal
Mansfield High School 1969 — 1973
Shields & Company September 2004 - Present
Collette Vacations 1993 - 2001
Skills
Budgeting, Research, Negotiation, Budgets, Non-profits, PowerPoint, Microsoft Excel, Outlook, Financial Analysis, Microsoft Word, Event Planning, Customer Service, QuickBooks, Accounts Receivable, Event Management, Payroll, Public Speaking, Strategic Planning, Social Media
Education
Fisher College 1973 — 1975
Associate of Science (A.S.), Legal Assistant/Paralegal
Mansfield High School 1969 — 1973
Robert E. Ransom, CPA, CFF Robert E. Ransom, CPA, CFF's Shields & Company Experience 1997 - 2002
Job CFO / Controller
Industry Accounting
Experience
Robert E. Ransom CPA, PC August 2010 - Present
Weiser LLP 2007 - 2010
Rhodes Group 2002 - 2007
Shields & Company 1997 - 2002
Skills
Due Diligence, Hedge Funds, Mergers & Acquisitions, Auditing, Finance, Mergers, Start-ups, Valuation, SEC Filings, Accounting, Budgets
Education
University of Delaware - Lerner College of Business and Economics
BS, Accounting
Robert E. Ransom CPA, PC August 2010 - Present
Weiser LLP 2007 - 2010
Rhodes Group 2002 - 2007
Shields & Company 1997 - 2002
Skills
Due Diligence, Hedge Funds, Mergers & Acquisitions, Auditing, Finance, Mergers, Start-ups, Valuation, SEC Filings, Accounting, Budgets
Education
University of Delaware - Lerner College of Business and Economics
BS, Accounting
Bob McConnell Bob McConnell's Shields & Company Experience August 1972 - April 1975
Job Chairman
Industry Information Technology and Services
Experience
LightWire, Inc. 1996 - Present
Shields & Company August 1972 - April 1975
Skills
Strategic Partnerships, Data Center, Start-ups, Strategic Planning, Product Management, Nonprofits, Project Management, Program Management, Cloud Computing, Business Development, Strategy, Vendor Management, Integration, Change Management, Contract Negotiation, Management, Team Building, Leadership, Customer Service, Sales, New Business Development, Account Management, Public Speaking, Marketing, Budgets, Marketing Strategy, Process Improvement
Education
University of North Carolina at Chapel Hill 1962 — 1966
BA English, Latin Language and Literature
The Baylor School 1959 — 1961
LightWire, Inc. 1996 - Present
Shields & Company August 1972 - April 1975
Skills
Strategic Partnerships, Data Center, Start-ups, Strategic Planning, Product Management, Nonprofits, Project Management, Program Management, Cloud Computing, Business Development, Strategy, Vendor Management, Integration, Change Management, Contract Negotiation, Management, Team Building, Leadership, Customer Service, Sales, New Business Development, Account Management, Public Speaking, Marketing, Budgets, Marketing Strategy, Process Improvement
Education
University of North Carolina at Chapel Hill 1962 — 1966
BA English, Latin Language and Literature
The Baylor School 1959 — 1961
Chris Nicholas Chris Nicholas's Shields & Company Experience October 2012 - Present
Job Vice President at Shields & Company
Industry Investment Banking
Experience
Shields & Company October 2012 - Present
Harris Williams & Co. July 2011 - August 2012
BirdDog Solutions June 2010 - August 2010
Shields & Company August 2007 - September 2009
Shields & Company July 2005 - August 2007
Morgan Stanley June 2004 - August 2004
Gearworks June 2001 - September 2001
Skills
Investment Banking, Valuation, Private Equity, LBO, Mergers & Acquisitions, DCF, Private Placements, Financial Modeling, M&A experience, Corporate Development, Due Diligence, Capital Markets, Capital IQ, Corporate Finance, Financial Analysis, Business Valuation
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2009 — 2011
MBA
Bucknell University 2001 — 2005
Bachelor of Arts (B.A.), Economics
Shields & Company October 2012 - Present
Harris Williams & Co. July 2011 - August 2012
BirdDog Solutions June 2010 - August 2010
Shields & Company August 2007 - September 2009
Shields & Company July 2005 - August 2007
Morgan Stanley June 2004 - August 2004
Gearworks June 2001 - September 2001
Skills
Investment Banking, Valuation, Private Equity, LBO, Mergers & Acquisitions, DCF, Private Placements, Financial Modeling, M&A experience, Corporate Development, Due Diligence, Capital Markets, Capital IQ, Corporate Finance, Financial Analysis, Business Valuation
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2009 — 2011
MBA
Bucknell University 2001 — 2005
Bachelor of Arts (B.A.), Economics
Oren Bentley's Shields & Company Experience September 2014 - May 2015
Job Investment Banking Summer Analyst at Jefferies
Industry Investment Banking
Experience
Bentley University August 2014 - Present
Bentley Investment Group September 2012 - Present
Jefferies LLC May 2015 - July 2015
Shields & Company September 2014 - May 2015
TheStreet August 2014 - September 2014
The Omerta Group May 2014 - July 2014
Maguire Associates, Inc. December 2013 - December 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Customer Service, Teamwork, Data Analysis, Leadership, Management, Financial Analysis, Research, Accounting, Finance, Team Leadership, Outlook, Social Media, Sales, Time Management, Facebook, Public Speaking, Investment Banking, Financial Modeling, Valuation, Corporate Finance
Education
Bentley University 2012 — 2016
B.S., Finance, Economics
Boston University 2012 — 2013
Army Reserve Officer Training Corps
Kennett High School 2008 — 2012
9-12
Bentley University August 2014 - Present
Bentley Investment Group September 2012 - Present
Jefferies LLC May 2015 - July 2015
Shields & Company September 2014 - May 2015
TheStreet August 2014 - September 2014
The Omerta Group May 2014 - July 2014
Maguire Associates, Inc. December 2013 - December 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Customer Service, Teamwork, Data Analysis, Leadership, Management, Financial Analysis, Research, Accounting, Finance, Team Leadership, Outlook, Social Media, Sales, Time Management, Facebook, Public Speaking, Investment Banking, Financial Modeling, Valuation, Corporate Finance
Education
Bentley University 2012 — 2016
B.S., Finance, Economics
Boston University 2012 — 2013
Army Reserve Officer Training Corps
Kennett High School 2008 — 2012
9-12
Nathan Ellis Nathan Ellis's Shields & Company Experience July 2014 - Present
Job Investment Banking Analyst at Shields & Company
Industry Investment Banking
Experience
Shields & Company July 2014 - Present
Citi June 2013 - August 2013
State Street June 2012 - August 2012
Numeric Investors January 2012 - February 2012
Massachusetts Office of International Trade and Investment May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Public Speaking, Budgets
Education
Colby College 2010 — 2014
Bachelor's degree, Economics-Mathematics: Concentration in Financial Markets, Junior
Danish Institute for Study Abroad 2012 — 2012
Noble and Greenough School 2006 — 2010
Shields & Company July 2014 - Present
Citi June 2013 - August 2013
State Street June 2012 - August 2012
Numeric Investors January 2012 - February 2012
Massachusetts Office of International Trade and Investment May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Public Speaking, Budgets
Education
Colby College 2010 — 2014
Bachelor's degree, Economics-Mathematics: Concentration in Financial Markets, Junior
Danish Institute for Study Abroad 2012 — 2012
Noble and Greenough School 2006 — 2010
Austin Olney Austin Olney's Shields & Company Experience May 2005 - May 2011
Job Principal, Corporate Development at TeleTech
Industry Outsourcing/Offshoring
Experience
TeleTech January 2013 - Present
Mantucket Capital March 2012 - January 2013
Shields & Company May 2005 - May 2011
Skills
Valuation, Private Equity, Financial Analysis, Corporate Finance, Project Management, Financial Modeling, Investment Banking, Corporate Development, Investments, Mergers & Acquisitions, Bloomberg, Finance, Data Analysis, Due Diligence, LBO
Education
University of Denver - Daniels College of Business
MBA Candidate
Connecticut College 2000 — 2004
Bachelor of Arts (B.A.), Economics
Middlesex School 1996 — 2000
TeleTech January 2013 - Present
Mantucket Capital March 2012 - January 2013
Shields & Company May 2005 - May 2011
Skills
Valuation, Private Equity, Financial Analysis, Corporate Finance, Project Management, Financial Modeling, Investment Banking, Corporate Development, Investments, Mergers & Acquisitions, Bloomberg, Finance, Data Analysis, Due Diligence, LBO
Education
University of Denver - Daniels College of Business
MBA Candidate
Connecticut College 2000 — 2004
Bachelor of Arts (B.A.), Economics
Middlesex School 1996 — 2000
Jessica Bender's Shields & Company Experience July 2008 - May 2010
Job AFTB Volunteer Program Manager at ACS Army Family Team Building
Industry Marketing and Advertising
Experience
Columbus State University January 2012 - September 2012
ACS - Army Family Team Building December 2010 - January 2012
Shields & Company July 2008 - May 2010
Shields & Company June 2007 - July 2008
Bethel Mills, Inc. June 1999 - August 2005
Skills
Valuation, Marketing
Education
Bentley University 2004 — 2008
BS, Marketing, Information Design & Corporate Communication
Whitcomb High School 2000 — 2004
Columbus State University January 2012 - September 2012
ACS - Army Family Team Building December 2010 - January 2012
Shields & Company July 2008 - May 2010
Shields & Company June 2007 - July 2008
Bethel Mills, Inc. June 1999 - August 2005
Skills
Valuation, Marketing
Education
Bentley University 2004 — 2008
BS, Marketing, Information Design & Corporate Communication
Whitcomb High School 2000 — 2004
Ryan Popper's Shields & Company Experience September 2012 - December 2012
Job Business Analyst at Deloitte Consulting
Industry Management Consulting
Experience
Deloitte Consulting February 2014 - Present
Shields & Company September 2012 - December 2012
Ernst & Young June 2012 - August 2012
SageView Advisory Group March 2012 - May 2012
Fidelity Investments May 2011 - August 2011
Education
Boston College - Carroll School of Management 2009 — 2013
Bachelor of Science, Finance, Accounting, Information Systems
University of Dar es Salaam 2011 — 2012
Semester Studying Abroad
RHAM High School 2005 — 2009
Deloitte Consulting February 2014 - Present
Shields & Company September 2012 - December 2012
Ernst & Young June 2012 - August 2012
SageView Advisory Group March 2012 - May 2012
Fidelity Investments May 2011 - August 2011
Education
Boston College - Carroll School of Management 2009 — 2013
Bachelor of Science, Finance, Accounting, Information Systems
University of Dar es Salaam 2011 — 2012
Semester Studying Abroad
RHAM High School 2005 — 2009
Will Silton's Shields & Company Experience December 2012 - June 2014
Job MBA Summer Intern at American Express
Industry Consumer Services
Experience
American Express June 2015 - August 2015
Shields & Company December 2012 - June 2014
Shields & Company August 2010 - December 2012
Overland Travel, Inc June 2009 - August 2010
Mintz Levin June 2008 - August 2008
Skills
Valuation, Investment Banking, Spanish, Financial Analysis, Capital IQ, DCF, Economics, Microsoft Office, Private Equity, LBO, Financial Modeling, Business Valuation, Corporate Finance, Data Analysis, Strategy, Microsoft Excel
Education
The Tuck School of Business at Dartmouth 2014 — 2016
Master of Business Administration (M.B.A.), General Management
Middlebury College 2006 — 2010
BA, International Studies/European Studies (Economics, Spanish)
C.V. Starr - Middlebury College School in Spain 2008 — 2008
American Express June 2015 - August 2015
Shields & Company December 2012 - June 2014
Shields & Company August 2010 - December 2012
Overland Travel, Inc June 2009 - August 2010
Mintz Levin June 2008 - August 2008
Skills
Valuation, Investment Banking, Spanish, Financial Analysis, Capital IQ, DCF, Economics, Microsoft Office, Private Equity, LBO, Financial Modeling, Business Valuation, Corporate Finance, Data Analysis, Strategy, Microsoft Excel
Education
The Tuck School of Business at Dartmouth 2014 — 2016
Master of Business Administration (M.B.A.), General Management
Middlebury College 2006 — 2010
BA, International Studies/European Studies (Economics, Spanish)
C.V. Starr - Middlebury College School in Spain 2008 — 2008
Cameron Mayer's Shields & Company Experience 2015 - 2015
Job StudentAthlete at Boston College
Industry Financial Services
Experience
Shields & Company 2015 - 2015
Education
Boston College 2015 — 2019
Finance, General
Shields & Company 2015 - 2015
Education
Boston College 2015 — 2019
Finance, General
Connie Zheng Connie Zheng's Shields & Company Experience May 1996 - August 2002
Job Player Development Executive at Seminole Hard Rock Hotel & Casino Tampa, FL
Industry Gambling & Casinos
Experience
Seminole Hard Rock Hotel & Casino - Tampa, FL January 2009 - Present
Shields & Company May 1996 - August 2002
Skills
Resorts, Hotels, Gaming Industry, Hospitality, Casino, Marketing Strategy, Food & Beverage, Hospitality Management, Casino Gaming, VIP, Indian Gaming, Roulette, Blackjack, Tribal Gaming, ACSC
Education
Shanghai University
Bachelor's Degree, Electrical and Electronics Engineering
Seminole Hard Rock Hotel & Casino - Tampa, FL January 2009 - Present
Shields & Company May 1996 - August 2002
Skills
Resorts, Hotels, Gaming Industry, Hospitality, Casino, Marketing Strategy, Food & Beverage, Hospitality Management, Casino Gaming, VIP, Indian Gaming, Roulette, Blackjack, Tribal Gaming, ACSC
Education
Shanghai University
Bachelor's Degree, Electrical and Electronics Engineering
Tim Haladyna's Shields & Company Experience 2013 - 2015
Job MBA Candidate at University of Virginia Darden School of Business
Industry Financial Services
Experience
Shields & Company 2013 - 2015
Shields & Company 2011 - 2013
C.W. Downer & Co. June 2009 - August 2009
Skills
Valuation, Mergers & Acquisitions, Fairness Opinions, Financial Advisory, Financial Services, Private Equity, Investment Banking, Corporate Finance, Financial Analysis, Recapitalizations, Financial Modeling
Education
University of Virginia Darden School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Boston College 2006 — 2010
B.A., Economics
Shields & Company 2013 - 2015
Shields & Company 2011 - 2013
C.W. Downer & Co. June 2009 - August 2009
Skills
Valuation, Mergers & Acquisitions, Fairness Opinions, Financial Advisory, Financial Services, Private Equity, Investment Banking, Corporate Finance, Financial Analysis, Recapitalizations, Financial Modeling
Education
University of Virginia Darden School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Boston College 2006 — 2010
B.A., Economics
Tim White's Shields & Company Experience 1998 - Present
Job Managing Director, Mergers & Acquisitions Shields & Company
Industry Investment Banking
Experience
Shields & Company 1998 - Present
TM Capital 1995 - 1998
Barclays Capital 1994 - 1995
Skills
Fairness Opinions, Investment Banking, Middle Market, Mergers, Finance, Recapitalizations, Private Equity, acquisitions
Education
Babson College 1990 — 1994
Finance / Investments
Shields & Company 1998 - Present
TM Capital 1995 - 1998
Barclays Capital 1994 - 1995
Skills
Fairness Opinions, Investment Banking, Middle Market, Mergers, Finance, Recapitalizations, Private Equity, acquisitions
Education
Babson College 1990 — 1994
Finance / Investments
Drew Sabia Drew Sabia's Shields & Company Experience July 2014 - Present
Job Investment Banking Analyst at Shields & Company
Industry Investment Banking
Experience
Shields & Company July 2014 - Present
Bates College October 2011 - May 2014
Eaton Vance June 2013 - August 2013
CiDRA Corporate Services May 2012 - August 2012
Community Voice Channel 2005 - 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Final Cut Pro, Marketing, Bloomberg Terminal, Microsoft Office, Outlook, Photoshop, InDesign, Illustrator, Adobe Acrobat, Microsoft Publisher, Salesforce.com, Wordpress, Drupal, Matlab, Eagle Scout, Black Mountain Systems, Nonprofits, Research, Access, Analysis, WordPress, Public Speaking, Sales
Education
Bates College 2010 — 2014
Bachelor's degree, Economics, Mathematics
Trinity College - Rome Campus 2013 — 2013
Phillips Exeter Academy 2008 — 2010
Shields & Company July 2014 - Present
Bates College October 2011 - May 2014
Eaton Vance June 2013 - August 2013
CiDRA Corporate Services May 2012 - August 2012
Community Voice Channel 2005 - 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Final Cut Pro, Marketing, Bloomberg Terminal, Microsoft Office, Outlook, Photoshop, InDesign, Illustrator, Adobe Acrobat, Microsoft Publisher, Salesforce.com, Wordpress, Drupal, Matlab, Eagle Scout, Black Mountain Systems, Nonprofits, Research, Access, Analysis, WordPress, Public Speaking, Sales
Education
Bates College 2010 — 2014
Bachelor's degree, Economics, Mathematics
Trinity College - Rome Campus 2013 — 2013
Phillips Exeter Academy 2008 — 2010
Chelsea Hanlon Chelsea Hanlon's Shields & Company Experience March 2015 - Present
Job Associate at Shields & Company
Industry Investment Banking
Experience
Shields & Company March 2015 - Present
Shields & Company July 2012 - February 2015
Shields & Company January 2012 - July 2012
Bentley University Service-Learning September 2008 - May 2012
Pratt & Whitney June 2011 - September 2011
Education
Bentley University 2008 — 2012
Bachelor of Science (BS), Finance, Spanish
Universidad Pontificia Comillas 2010 — 2010
Bachelor of Science (BS), International Business and Economics
Shields & Company March 2015 - Present
Shields & Company July 2012 - February 2015
Shields & Company January 2012 - July 2012
Bentley University Service-Learning September 2008 - May 2012
Pratt & Whitney June 2011 - September 2011
Education
Bentley University 2008 — 2012
Bachelor of Science (BS), Finance, Spanish
Universidad Pontificia Comillas 2010 — 2010
Bachelor of Science (BS), International Business and Economics
Henry Mullen Henry Mullen's Shields & Company Experience January 2014 - May 2015
Job Equity Research Associate at Jefferies
Industry Financial Services
Experience
Jefferies July 2015 - Present
Shields & Company January 2014 - May 2015
Oyster Harbors Club June 2007 - August 2014
United States Senator Scott P. Brown (R-MA) August 2010 - September 2010
Education
Bentley University 2011 — 2015
Bachelor of Science (B.S.), Finance, Global Perspectives, Senior
Universitat Autònoma de Barcelona 2013 — 2013
International/Global Studies & International Finance
Portsmouth Abbey School 2007 — 2011
Jefferies July 2015 - Present
Shields & Company January 2014 - May 2015
Oyster Harbors Club June 2007 - August 2014
United States Senator Scott P. Brown (R-MA) August 2010 - September 2010
Education
Bentley University 2011 — 2015
Bachelor of Science (B.S.), Finance, Global Perspectives, Senior
Universitat Autònoma de Barcelona 2013 — 2013
International/Global Studies & International Finance
Portsmouth Abbey School 2007 — 2011
Daniel Barone Daniel Barone's Shields & Company Experience June 2015 - Present
Job Investment Banking Intern at Shields & Company
Industry Financial Services
Experience
Shields & Company June 2015 - Present
The TJX Companies, Inc. May 2014 - February 2015
Ashland Lumber Company Inc. June 2009 - March 2014
Athletic Based Training January 2012 - March 2012
Education
Bowdoin College 2012 — 2016
Economics
Holliston High School 2008 — 2012
Shields & Company June 2015 - Present
The TJX Companies, Inc. May 2014 - February 2015
Ashland Lumber Company Inc. June 2009 - March 2014
Athletic Based Training January 2012 - March 2012
Education
Bowdoin College 2012 — 2016
Economics
Holliston High School 2008 — 2012
Joy Fisher Williams Joy Fisher Williams's Shields & Company Experience 1998 - 2003
Job Executive Marketing Manager at Macmillan
Industry Publishing
Experience
Macmillan May 2015 - Present
Lippincott Williams and Wilkins / Wolters Kluwer July 2010 - Present
Elsevier January 2008 - July 2010
Houghton Mifflin 2006 - December 2007
Houghton Mifflin 2003 - 2006
shields & company 1998 - 2003
Emerson College 2000 - 2002
rigby education 1995 - 1997
nickelodeon productions 1996 - 1996
the family channel/mary tyler moore entertainment 1996 - 1996
Skills
Marketing Communications, Marketing, Publishing, Online Publishing, Content Development, Content Management, Email Marketing, Ebooks, Content Strategy, Copywriting, Direct Marketing, Academic Publishing, Lead Generation, Publications, Digital Marketing, Marketing Strategy, Copy Editing, Editorial, Books, Product Marketing, Writing
Education
Emerson College 1999 — 2002
Master’s Degree
Northwestern University 1993 — 1997
Bachelor’s Degree
Macmillan May 2015 - Present
Lippincott Williams and Wilkins / Wolters Kluwer July 2010 - Present
Elsevier January 2008 - July 2010
Houghton Mifflin 2006 - December 2007
Houghton Mifflin 2003 - 2006
shields & company 1998 - 2003
Emerson College 2000 - 2002
rigby education 1995 - 1997
nickelodeon productions 1996 - 1996
the family channel/mary tyler moore entertainment 1996 - 1996
Skills
Marketing Communications, Marketing, Publishing, Online Publishing, Content Development, Content Management, Email Marketing, Ebooks, Content Strategy, Copywriting, Direct Marketing, Academic Publishing, Lead Generation, Publications, Digital Marketing, Marketing Strategy, Copy Editing, Editorial, Books, Product Marketing, Writing
Education
Emerson College 1999 — 2002
Master’s Degree
Northwestern University 1993 — 1997
Bachelor’s Degree
Tatiana (Casale) Mullaney's Shields & Company Experience May 2008 - June 2009
Job Assistant Director, Stewardship Programs at Bentley University
Industry Higher Education
Experience
Bentley University July 2015 - Present
Bentley University July 2014 - July 2015
Bentley University April 2012 - July 2014
Creative Financial Staffing (CFS) April 2010 - April 2012
Tatto Media June 2009 - January 2010
Shields & Company May 2008 - June 2009
Schwartz MSL September 2008 - December 2008
Skills
Stewardship, Alumni Relations, Donor Recognition, Donor Engagement, Donor Management, Special Events, Coordinating Events, Corporate Events, Marketing Communications, Email Marketing, Social Media Marketing, Public Relations, Newsletters, Online Marketing, Marketing Strategy, Direct Marketing, Promotional Material..., Vendor Relations, Website Management, Graphic Design, Marketing Support
Education
Bentley University 2005 — 2009
BS, Economics-Finance
Bentley University July 2015 - Present
Bentley University July 2014 - July 2015
Bentley University April 2012 - July 2014
Creative Financial Staffing (CFS) April 2010 - April 2012
Tatto Media June 2009 - January 2010
Shields & Company May 2008 - June 2009
Schwartz MSL September 2008 - December 2008
Skills
Stewardship, Alumni Relations, Donor Recognition, Donor Engagement, Donor Management, Special Events, Coordinating Events, Corporate Events, Marketing Communications, Email Marketing, Social Media Marketing, Public Relations, Newsletters, Online Marketing, Marketing Strategy, Direct Marketing, Promotional Material..., Vendor Relations, Website Management, Graphic Design, Marketing Support
Education
Bentley University 2005 — 2009
BS, Economics-Finance
Raymond Wiacek's Shields & Company Experience January 2013 - May 2014
Job Investment Banking Analyst at Capstone Partners LLC
Industry Investment Banking
Experience
Capstone Partners LLC June 2015 - Present
Concord Partners April 2014 - April 2015
RBS Citizens June 2014 - August 2014
Shields & Company January 2013 - May 2014
Keefe, Bruyette & Woods June 2013 - August 2013
Atlas Advanced Pyrotechnics, Inc. May 2013 - August 2013
Skills
Bloomberg, Investments, Portfolio Management, Trading, Economics, Financial Analysis, Photoshop, Microsoft Office, Valuation, Equities, Investment Banking, Equity Research, Capital Markets, Financial Modeling, Public Speaking, Mergers, Research
Education
Bentley University 2012 — 2015
Finance
Bryant University 2011 — 2012
Finance
Avon Old Farms 2007 — 2011
Capstone Partners LLC June 2015 - Present
Concord Partners April 2014 - April 2015
RBS Citizens June 2014 - August 2014
Shields & Company January 2013 - May 2014
Keefe, Bruyette & Woods June 2013 - August 2013
Atlas Advanced Pyrotechnics, Inc. May 2013 - August 2013
Skills
Bloomberg, Investments, Portfolio Management, Trading, Economics, Financial Analysis, Photoshop, Microsoft Office, Valuation, Equities, Investment Banking, Equity Research, Capital Markets, Financial Modeling, Public Speaking, Mergers, Research
Education
Bentley University 2012 — 2015
Finance
Bryant University 2011 — 2012
Finance
Avon Old Farms 2007 — 2011
Scott Maragioglio CMT's Shields & Company Experience April 1993 - April 2001
Job Owner at Alpha Equity Partners
Industry Financial Services
Experience
Alpha Equity Partners January 2013 - Present
Epiphany Equity Research April 2001 - Present
Shields & Company April 1993 - April 2001
Skills
Equities, Technical Analysis, Trading, Trading Systems, Commodity, Options, Derivatives, Hedge Funds, Trading Strategies, Financial Markets, Investments, Alternative Investments, Hedging, Portfolio Management, Currency, FX trading, Proprietary Trading, FX Options, Bloomberg, Electronic Trading, ETFs, Equity Trading, Equity Derivatives, Guitar, Investment Strategies, Bonds, Securities, Investment Management, Capital Markets, Asset Allocation, Asset Management, Fixed Income, Stocks, Emerging Markets, Wealth Management, Mutual Funds, Series 7, Series 63, Investment Banking, Financial Advisory, Funding, Valuation, Private Equity, Financial Services, Financial Risk, Financial Structuring, Risk Management, Financial Modeling, Venture Capital
Education
University of Rhode Island 1987 — 1991
Alpha Equity Partners January 2013 - Present
Epiphany Equity Research April 2001 - Present
Shields & Company April 1993 - April 2001
Skills
Equities, Technical Analysis, Trading, Trading Systems, Commodity, Options, Derivatives, Hedge Funds, Trading Strategies, Financial Markets, Investments, Alternative Investments, Hedging, Portfolio Management, Currency, FX trading, Proprietary Trading, FX Options, Bloomberg, Electronic Trading, ETFs, Equity Trading, Equity Derivatives, Guitar, Investment Strategies, Bonds, Securities, Investment Management, Capital Markets, Asset Allocation, Asset Management, Fixed Income, Stocks, Emerging Markets, Wealth Management, Mutual Funds, Series 7, Series 63, Investment Banking, Financial Advisory, Funding, Valuation, Private Equity, Financial Services, Financial Risk, Financial Structuring, Risk Management, Financial Modeling, Venture Capital
Education
University of Rhode Island 1987 — 1991
Evan Ricker's Shields & Company Experience 2011 - Present
Job at Shields & Company
Industry Computer Software
Experience
Shields & Company 2011 - Present
Duff & Phelps 2005 - 2011
EMC Corporation 2002 - 2005
Xerox Corporation 1997 - 2001
Education
Babson College - Franklin W. Olin Graduate School of Business 2001 — 2003
MBA, Finance
Skidmore College 1993 — 1997
BA, Mathematics, History
CCHS
Hamilton College
Shields & Company 2011 - Present
Duff & Phelps 2005 - 2011
EMC Corporation 2002 - 2005
Xerox Corporation 1997 - 2001
Education
Babson College - Franklin W. Olin Graduate School of Business 2001 — 2003
MBA, Finance
Skidmore College 1993 — 1997
BA, Mathematics, History
CCHS
Hamilton College
Tom Shields's Shields & Company Experience 1991 - Present
Job Managing Director at Shields & Company, Inc.
Industry Investment Banking
Experience
Shields & Company 1991 - Present
Skills
Investment Banking, Recapitalizations, Private Equity, Mergers, LBO, Valuation, Fairness Opinions
Education
Harvard Business School
Harvard University
Shields & Company 1991 - Present
Skills
Investment Banking, Recapitalizations, Private Equity, Mergers, LBO, Valuation, Fairness Opinions
Education
Harvard Business School
Harvard University
Jody Kannally's Shields & Company Experience February 2013 - Present
Job Controller at Shields & Company
Industry Financial Services
Experience
Shields & Company February 2013 - Present
J M Butt Consulting, LLC 1993 - February 2013
Birkholz & Company December 2011 - August 2012
Siegrist & Cree, CPA, PC January 2006 - May 2011
Carruth Associates, LLC 2000 - 2005
Wolf & Company, P.C. May 1990 - June 1992
tonneson + co 1987 - 1990
Skills
Tax, Accounting, Highly detail oriented, Personal Tax Planning, Tax Preparation, Tax Law, Payroll Taxes, Divorce Tax Planning, New Business Set-up, Estate Planning, Business Tax Planning, Corporate Tax, Pass-through Entities, Hedge Funds, High Net Worth..., Passive Income, Tax Returns, CPA, Trusts, Payroll
Education
Salem State University 1982 — 1986
Bachelor, Business Admin/Accounting
Walpole High School & Salem State College 1979 — 1986
Bachelor of Business Administration (B.B.A.), Concentration in Accounting
University of Pennsylvania - The Wharton School
Private Wealth Management - Executive Education Program
Shields & Company February 2013 - Present
J M Butt Consulting, LLC 1993 - February 2013
Birkholz & Company December 2011 - August 2012
Siegrist & Cree, CPA, PC January 2006 - May 2011
Carruth Associates, LLC 2000 - 2005
Wolf & Company, P.C. May 1990 - June 1992
tonneson + co 1987 - 1990
Skills
Tax, Accounting, Highly detail oriented, Personal Tax Planning, Tax Preparation, Tax Law, Payroll Taxes, Divorce Tax Planning, New Business Set-up, Estate Planning, Business Tax Planning, Corporate Tax, Pass-through Entities, Hedge Funds, High Net Worth..., Passive Income, Tax Returns, CPA, Trusts, Payroll
Education
Salem State University 1982 — 1986
Bachelor, Business Admin/Accounting
Walpole High School & Salem State College 1979 — 1986
Bachelor of Business Administration (B.B.A.), Concentration in Accounting
University of Pennsylvania - The Wharton School
Private Wealth Management - Executive Education Program
Jonathan Conelias's Shields & Company Experience July 2007 - December 2010
Job VP of Finance and Operations at The Grommet
Industry Consumer Goods
Experience
The Grommet September 2013 - Present
Daily Grommet January 2013 - Present
iDevices, LLC December 2010 - December 2012
Shields & Company July 2007 - December 2010
Education
Bentley University 2003 — 2007
BS, Economic & Finance
The Grommet September 2013 - Present
Daily Grommet January 2013 - Present
iDevices, LLC December 2010 - December 2012
Shields & Company July 2007 - December 2010
Education
Bentley University 2003 — 2007
BS, Economic & Finance
DENNIS BUTTACAVOLI's Shields & Company Experience July 1963 - January 1970
Job Retired at home
Industry Investment Management
Experience
home writingVice PresidentSpeer Leeds & KelloggJanuary 1975 - April 1999
Shields & Company July 1963 - January 1970
Skills
Historian, Microsoft Office, Windows 7, Microsoft Word, Civil War Lecturer, Series 7, Series 63, Online Research, Archival Preservation, Hedge Funds, Equities, Electronic Trading, Trading, Securities, Fixed Income, Financial Markets
Education
Rutgers, The State University of New Jersey-Newark 1963 — 1965
Emerson High School 1959 — 1963
home writingVice PresidentSpeer Leeds & KelloggJanuary 1975 - April 1999
Shields & Company July 1963 - January 1970
Skills
Historian, Microsoft Office, Windows 7, Microsoft Word, Civil War Lecturer, Series 7, Series 63, Online Research, Archival Preservation, Hedge Funds, Equities, Electronic Trading, Trading, Securities, Fixed Income, Financial Markets
Education
Rutgers, The State University of New Jersey-Newark 1963 — 1965
Emerson High School 1959 — 1963
Garrett MacDonald's Shields & Company Experience August 2011 - December 2011
Job Analyst at HIMCO
Industry Investment Management
Experience
Hartford Investment Management July 2013 - Present
Fidelity Investments June 2012 - August 2012
Shields & Company August 2011 - December 2011
Sawaya Segalas May 2011 - August 2011
Capstone Partners LLC January 2011 - April 2011
Skills
Investments, Financial Analysis, Asset Management, Bloomberg, Financial Modeling, Equities, Bloomberg Terminal, Equity Research, Investment Banking, Valuation, Structured Products, Portfolio Management, Credit Derivatives, Capital Markets, Economics, ABS, Hedging, Hedge Funds, Fixed Income
Education
Bentley University 2009 — 2013
Bachelor of Science, Economics-Finance
Hartford Investment Management July 2013 - Present
Fidelity Investments June 2012 - August 2012
Shields & Company August 2011 - December 2011
Sawaya Segalas May 2011 - August 2011
Capstone Partners LLC January 2011 - April 2011
Skills
Investments, Financial Analysis, Asset Management, Bloomberg, Financial Modeling, Equities, Bloomberg Terminal, Equity Research, Investment Banking, Valuation, Structured Products, Portfolio Management, Credit Derivatives, Capital Markets, Economics, ABS, Hedging, Hedge Funds, Fixed Income
Education
Bentley University 2009 — 2013
Bachelor of Science, Economics-Finance
Kristi Gartmayer's Shields & Company Experience May 2008 - August 2008
Job SFX Entertainment
Industry Entertainment
Experience
SFX Entertainment February 2013 - Present
Baron Capital October 2011 - January 2013
Access Communications May 2011 - August 2011
McKinley Marketing Partners January 2011 - May 2011
Phinaz Marketing, Inc May 2010 - August 2010
Wenner Media May 2010 - August 2010
Genetic Alliance September 2008 - May 2010
Highlight Marketing and Promotions May 2009 - August 2009
Shields & Company May 2008 - August 2008
Skills
Marketing, Social Media, Advertising, Press Releases, Blogging, Digital Media
Education
The George Washington University - School of Business 2007 — 2011
Bachelor of Business Administration, Marketing and Finance
SFX Entertainment February 2013 - Present
Baron Capital October 2011 - January 2013
Access Communications May 2011 - August 2011
McKinley Marketing Partners January 2011 - May 2011
Phinaz Marketing, Inc May 2010 - August 2010
Wenner Media May 2010 - August 2010
Genetic Alliance September 2008 - May 2010
Highlight Marketing and Promotions May 2009 - August 2009
Shields & Company May 2008 - August 2008
Skills
Marketing, Social Media, Advertising, Press Releases, Blogging, Digital Media
Education
The George Washington University - School of Business 2007 — 2011
Bachelor of Business Administration, Marketing and Finance
Stephanie Bernard's Shields & Company Experience January 2007 - May 2010
Job CPA, CFE
Industry Accounting
Experience
EY March 2012 - Present
PricewaterhouseCoopers January 2011 - March 2012
Shields & Company January 2007 - May 2010
PricewaterhouseCoopers June 2009 - August 2009
HSNO May 2008 - August 2008
Skills
Financial Statements, External Audit, Corporate Fraud..., Mutual Funds, Forensic Accounting, Expert Reports, Mortgage Fraud, Financial Analysis, Litigation Support, GAAP, Financial Accounting, Fraud, Accounting, Microsoft Excel, Assurance
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2010 — 2012
MBA
Bunker Hill Community College 2011 — 2012
Bentley University 2006 — 2010
BS
EY March 2012 - Present
PricewaterhouseCoopers January 2011 - March 2012
Shields & Company January 2007 - May 2010
PricewaterhouseCoopers June 2009 - August 2009
HSNO May 2008 - August 2008
Skills
Financial Statements, External Audit, Corporate Fraud..., Mutual Funds, Forensic Accounting, Expert Reports, Mortgage Fraud, Financial Analysis, Litigation Support, GAAP, Financial Accounting, Fraud, Accounting, Microsoft Excel, Assurance
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2010 — 2012
MBA
Bunker Hill Community College 2011 — 2012
Bentley University 2006 — 2010
BS
Benjamin Karim's Shields & Company Experience January 2013 - May 2013
Job
Industry Investment Banking
Experience
Marco Island Capital Advisors LLC January 2015 - Present
Project Seahawk June 2014 - Present
MassMutual Financial Group January 2015 - April 2015
Great American Group February 2014 - April 2014
Morrissey Goodale LLC July 2013 - February 2014
Shields & Company January 2013 - May 2013
The Watermill Group June 2012 - August 2012
UBS June 2011 - August 2011
Skills
LBO, Fairness Opinions, Recapitalizations, Private Placements, Business Valuation, M, Equity Valuation, Corporate Development, Venture Capital, SharePoint
Education
Bentley University 2009 — 2013
BS/BA
Investment Banking Institute 2012 — 2012
Longmeadow High School 2006 — 2009
Villanova University School of Law 2015 — 2018
Juris Doctor (J.D.)
Marco Island Capital Advisors LLC January 2015 - Present
Project Seahawk June 2014 - Present
MassMutual Financial Group January 2015 - April 2015
Great American Group February 2014 - April 2014
Morrissey Goodale LLC July 2013 - February 2014
Shields & Company January 2013 - May 2013
The Watermill Group June 2012 - August 2012
UBS June 2011 - August 2011
Skills
LBO, Fairness Opinions, Recapitalizations, Private Placements, Business Valuation, M, Equity Valuation, Corporate Development, Venture Capital, SharePoint
Education
Bentley University 2009 — 2013
BS/BA
Investment Banking Institute 2012 — 2012
Longmeadow High School 2006 — 2009
Villanova University School of Law 2015 — 2018
Juris Doctor (J.D.)