Standish Mellon Asset Management

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Standish Mellon Asset Management Employees

Employee
Years
Job
Industry
Jim Hanlon Jim Hanlon New Orleans, Louisiana Details
Jim Hanlon's Standish Mellon Asset Management Experience 2002 - 2005
Job Field Sales at Okta
Industry Computer Software
Experience
Okta, Inc.   March 2015 - Present
Appirio  April 2014 - February 2015
EPAM Systems  September 2010 - March 2014
InfoNgen  September 2008 - March 2014
OneSource Information Services  2005 - 2008
Standish Mellon Asset Management   2002 - 2005

Skills
Salesforce.com, Competitive Intelligence, Business Development, New Business Development, SaaS, Business Intelligence, Account Management, Sales, Relationship Management, Market Analysis, Lead Generation, CRM, Sales Process, Strategic Partnerships, Leadership, Selling, Management, B2B, Strategy, Sales Operations, Enterprise Software, Start-ups

Education
Boston University   2002 — 2005
MBA, Finance & Marketing

University of New Hampshire   1996 — 2000
BA, History

Hamilton-Wenham   1992 — 1996
High School

Nathaniel Hyde, CFA Nathaniel Hyde, CFA Brookline, Massachusetts Details
Nathaniel Hyde, CFA's Standish Mellon Asset Management Experience February 2009 - Present
Job Sovereign Analyst at Standish Mellon Asset Management
Industry Investment Management
Experience
Standish Mellon Asset Management   February 2009 - Present
Standish Mellon Asset Management   July 2007 - February 2009

Skills
Excel, Bloomberg, Datastream, Bloomberg Terminal, Capital IQ, Equities, Financial Markets, Fixed Income, Economics, Bonds, Investments

Education
Bowdoin College   2003 — 2007
BA, Economics, Religion

Rob O'Neil Rob O'Neil Greater Boston Area Details
Rob O'Neil's Standish Mellon Asset Management Experience 1995 - 1997
Job Principal at Birch Hill Investment Advisors LLC
Industry Financial Services
Experience
Birch Hill Investment Advisors LLC   June 2007 - Present
Seaward Management Corp   2002 - 2007
Eaton Vance  1997 - 2002
Standish Mellon Asset Management   1995 - 1997
Investor's Bank and Trust Company  1993 - 1995
Boston Scientific  1991 - 1993

Skills
Alternative Investments, Asset Management, Investments, Hedge Funds, Equities, Portfolio Management, Mutual Funds, Fixed Income, Private Equity, Financial Modeling, Asset Allocation, Valuation, Wealth Management, Financial Analysis, Business Strategy

Education
Babson College - Franklin W. Olin Graduate School of Business
M.B.A

Bentley University
B.S, Economics/Finance

Concord-Carlisle High School   1982 — 1986

Christopher Ramirez Christopher Ramirez North Andover, Massachusetts Details
Christopher Ramirez's Standish Mellon Asset Management Experience April 2006 - January 2009
Job Vice President Trade Operations at BNY Mellon Asset Management Operations, LLC
Industry Investment Management
Experience
BNY Mellon Asset Management Operations, LLC   April 2013 - Present
BNY Mellon Asset Management Operations LLC   January 2009 - April 2013
Standish Mellon Asset Management   April 2006 - January 2009
Standish Mellon Asset Management   April 2004 - April 2006

Skills
Fixed Income, Equities, Middle Office, Trade Settlement, Operational Risk..., SWIFT messaging, Bank Loans, Money Market, Emerging Markets, Securities, Bonds, Bloomberg, Back Office, Asset Management, Financial Services, Global Custody, Settlement, FX Options

Education
Bryant College   1996 — 2000
Bachelor of Science (B.S.), business management

Ryan Soucy, CFA Ryan Soucy, CFA Hartford, Connecticut Area Details
Ryan Soucy, CFA's Standish Mellon Asset Management Experience March 2004 - July 2004
Job ALM/ERM Consultant at Conning Asset Management
Industry Investment Management
Experience
Conning Asset Management  January 2008 - Present
SS&C Technologies  September 2004 - January 2005
Standish Mellon Asset Management   March 2004 - July 2004
Investors Bank & Trust  August 2000 - March 2003

Skills
Bloomberg, Fixed Income, Asset Allocation, Asset Management, Investments, Access, Excel, Financial Reporting, Valuation, Accounting, Financial Modeling, Portfolio Management, VBA, SQL, Microsoft Office, Risk Management, Insurance, Analysis, Bonds, Word, PowerPoint, Economics, Fund Accounting, Forechecking/Backcheckin...

Education
Boston University - School of Management   1996 — 2000
BS, Operations Management, Organizational Behavior

Conor O' Regan Conor O' Regan Greater Boston Area Details
Conor O' Regan's Standish Mellon Asset Management Experience January 2015 - Present
Job LDI Actuarial Analyst at Standish Mellon Asset Management
Industry Financial Services
Experience
Standish Mellon Asset Management   January 2015 - Present
PADDYPOWER  May 2013 - October 2014
Electric Ireland   February 2012 - October 2012

Skills
Teamwork, Probability, Competitive Analysis, Investment Strategies, Fixed Income, Bloomberg, Business Intelligence, Customer Service, Economics, Data Analysis, Microsoft Office, Barclays Point, Microsoft Excel, Data Mining, Statistics, Time Management, Analysis, Mathlab, Social Media, SAP BW, PowerPoint

Education
Dublin City University
BSc. Financial Mathematics

Knockbeg
Leaving Certificate

Chris Salvatore Chris Salvatore Greater New York City Area Details
Chris Salvatore's Standish Mellon Asset Management Experience June 1995 - January 2002
Job CPA | Efficient Cost Effective Benefit Plan Audits | Passionate Client Service | Project Management
Industry Accounting
Experience
Crowe Horwath LLP  February 2011 - Present
Ernst & Young  October 2002 - January 2011
Standish Mellon Asset Management   June 1995 - January 2002

Skills
Employee Benefit Plan..., Project Management, Effective Communications, Cost Efficiency, Team Building, Efficiency Management, Customer Relations, Problem Solving, New Business Development, Business Solutions, Accounting, Business Intelligence, Employee Benefits, External Audit, GAAP, IFRS, Pensions, US GAAP, CPA

Education
University of Notre Dame   2002 — 2003
MSA, Accounting

Fairfield University   1998 — 2002
Bachelors, Finance, Accounting

Arlington Catholic High School   1994 — 1998

Tami Pester Tami Pester Greater Boston Area Details
Tami Pester's Standish Mellon Asset Management Experience June 1998 - December 2001
Job Associate Counsel and Compliance Officer
Industry Investment Management
Experience
Foreside Financial Group, LLC  March 2014 - Present
Acadian Asset Management  June 2008 - December 2012
MetLife, Variable Annuity Products   2008 - 2008
Rice Hall James & Associates, LLC   December 2004 - January 2007
Standish Mellon Asset Management   June 1998 - December 2001
State Street Global Advisors  1995 - 1998
State Street Global Advisors  1992 - 1995

Skills
Hedge Funds, Securities, Mutual Funds, Alternative Investments, Asset Managment, Securities Regulation, Investments, Equities, Investment Management, Fixed Income, Trading, Due Diligence, Portfolio Management, Derivatives, Financial Services

Education
Suffolk University Law School   1996 — 2000
Doctor of Law (JD)

Emerson College   1990 — 1992
B.S

Todd English Todd English Greater Pittsburgh Area Details
Todd English's Standish Mellon Asset Management Experience 2003 - 2006
Job Managing Director Derivatives Products Group at PNC
Industry Capital Markets
Experience
PNC  July 2006 - Present
Standish Mellon Asset Management   2003 - 2006

Skills
Derivatives, Fixed Income, Trading, Interest Rate..., Financial Analysis, Finance, Volatility, Capital Markets, Bloomberg, Portfolio Management, Asset Management, Risk Management, Securities, Series 7, Bonds, Trading Systems, Banking, Series 63, Financial Risk, Quantitative Analytics, Financial Markets, Credit Risk, VBA, Alternative Investments

Education
Carnegie Mellon University - Tepper School of Business   2003 — 2006
MBA, Finance, Quanitative Analysis, Strategy

The University of Texas at Austin   1994 — 1998
BA, Mathematics

Danielle White Danielle White San Francisco Bay Area Details
Danielle White's Standish Mellon Asset Management Experience February 2006 - June 2007
Job Business Analyst at Sarani, Inc.
Industry Information Technology and Services
Experience
Sarani, Inc.   May 2015 - Present
Amadeus IT Group  April 2014 - May 2015
Mobile Startup  April 2013 - January 2014
Google  June 2011 - August 2011
Microsoft  September 2007 - July 2010
Standish Mellon Asset Management   February 2006 - June 2007
JPMorgan Chase  November 2005 - February 2006

Skills
Financial Reporting, Management, Financial Analysis, Finance, Budgets, Business Development, Corporate Finance, Analysis, Program Management, Microsoft Excel, Business Intelligence, Excel, Operational Excellence, Contract Management, Accounting, Fast Learner, Financial Accounting, PowerPoint, Financial Modeling, Communication Written, Compliance Management, Business Process..., Managing Employees, Managing Processes, Managing Budget, Financial Planning, Market Analysis, Vendor Management, Business Objects, Start-up Environment, Start-ups, SAP

Education
Carnegie Mellon University - Tepper School of Business   2010 — 2012
MBA, Business Analytics: Quantitative Analysis, Finance, Organizational Behavior, Marketing, Info Systems, Graduated with University Honors

Tulane University - A.B. Freeman School of Business   2001 — 2005
BSM, Finance and Accounting, Magna Cum Laude

Glenda Nguyen Glenda Nguyen Greater Boston Area Details
Glenda Nguyen's Standish Mellon Asset Management Experience August 2013 - June 2015
Job Project Accountant
Industry Construction
Experience
Liberty Construction Services  June 2015 - Present
Standish Mellon Asset Management   August 2013 - June 2015
BNY Mellon  May 2012 - August 2013
BNY Mellon  January 2009 - May 2012
Vantage Deluxe World Travel  May 2008 - December 2008
The Herb Chambers Companies.  June 2003 - May 2008

Education
Brandeis University International Business School   2010 — 2013
Master of Science, Finance

University of Massachusetts Boston   2004 — 2008
Bachelor of Science, Accounting

Clark Dumas Clark Dumas Atlanta, Georgia Details
Clark Dumas's Standish Mellon Asset Management Experience August 2004 - December 2004
Job
Industry Marketing and Advertising
Experience
Persado  September 2015 - Present
Accenture  September 2005 - September 2015
Georgetown University  August 2010 - May 2012
Starpound Technologies  May 2011 - August 2011
Standish Mellon Asset Management   August 2004 - December 2004

Skills
Valuation, Financial Modeling, Customer Experience, Business Services, Customer Relations, Fixed Income, Equities, Due Diligence, Investments, Financial Analysis, DCF, Capital Markets, Business Valuation, Business Strategy, Forecasting, Analysis, Venture Capital, Call Center, Telecommunications, Strategic Planning, Customer Service, Competitive Analysis, Management Consulting, Mergers & Acquisitions, Analytics, Strategic Partnerships, Management, Outsourcing, Finance, Project Management, Strategic Consulting, Business Process..., Strategy, Business Analysis, Consulting, Data Analysis, Leadership

Education
Georgetown University - The McDonough School of Business   2010 — 2012
MBA

Vanderbilt University   2001 — 2005
Engineering

DeAnte Godfrey DeAnte Godfrey Miami/Fort Lauderdale Area Details
DeAnte Godfrey's Standish Mellon Asset Management Experience January 2014 - April 2015
Job Assistant Manager at Choose 2 Rent, The iPad Rental Company
Industry Events Services
Experience
Choose 2 Rent   April 2015 - Present
Standish Mellon Asset Management   January 2014 - April 2015
Turk & Quijano, LLP   October 2013 - July 2014
Westfield Childcare Center   August 2013 - July 2014
American Eagle Outfitters  July 2011 - August 2012
UMass Boston  July 2010 - September 2010

Skills
Customer Service, Marketing, Finance, Project Management, Press Releases, Microsoft Excel, Training, Time Management, Management, PowerPoint, Accounting, Microsoft Word, Market Research, Teamwork, Leadership, Public Speaking, Social Media, Outlook

Education
Year Up / Cambridge College   2013 — 2014
Bachelor of Business Administration (BBA), Finance and Financial Management Services

Barry University   2012 — 2012
Bachelor of Business Administration (BBA), Accounting

Full Sail University
Associate's degree, Audio Production

Michael Chevalier Michael Chevalier Greater Boston Area Details
Michael Chevalier's Standish Mellon Asset Management Experience April 2003 - September 2008
Job Attribution/Financial Analyst
Industry Investment Management
Experience
Fidelity Investments  September 2008 - April 2013
Standish Mellon Asset Management   April 2003 - September 2008
Standish Mellon Asset Management   March 2001 - April 2003
Standish Ayer & Wood  May 1999 - March 2001

Skills
Attribution, Sector Analysis, Asset Allocation, Security Selection, Industry Analysis, Securities, Investment Management, Investments, Fixed Income, Analysis, Competitive Analysis, Equities, Portfolio Management, Equity Research, Banking, Investment Strategies, Finance, Investment Banking, Valuation, Options, Financial Modeling, Asset Management

Education
Boston University Questrom School of Business   2002 — 2006
MBA, Finance

Boston College   1993 — 1997
Bachelor of Arts, Finance, Marketing

Nick Tocchio Nick Tocchio Boston, Massachusetts Details
Nick Tocchio's Standish Mellon Asset Management Experience June 2013 - Present
Job Economic Analyst
Industry Investment Management
Experience
Standish Mellon Asset Management   June 2013 - Present
HubSpot  December 2012 - January 2013
Drohan, Tocchio & Morgan   May 2012 - August 2012
Paydiant, Inc   July 2011 - August 2011

Skills
Fluent in oral and..., Microsoft Excel, Microsoft Office, SPSS, Stata

Education
Hamilton College   2009 — 2013
Economics, French

Faculté libre de Droit d'Economie et de Gestion   2012 — 2012
Economie

L'Institut Catholique   2011 — 2012
Economie

Chelsea Lynne Farrell Chelsea Lynne Farrell Greater Boston Area Details
Chelsea Lynne Farrell's Standish Mellon Asset Management Experience June 2011 - June 2014
Job Product Specialist at The Boston Company Asset Management, LLC
Industry Investment Management
Experience
The Boston Company Asset Management, LLC  2015 - Present
Congress Asset Management  June 2014 - June 2015
Standish Mellon Asset Management   June 2011 - June 2014
Standish Mellon Asset Management   December 2010 - June 2011
Standish Mellon Asset Management   August 2008 - December 2010
Raytheon Integrated Defense Systems  May 2007 - January 2008

Skills
Bloomberg, Fixed Income, Derivatives, Emerging Markets, Asset Managment, Investments, Asset Allocation, Investment Management, Financial Analysis, FX Options, Finance, Swaps, Banking, Financial Risk, Trading, Asset Management

Education
Bentley University   2006 — 2008
Bachelor of Science, Finance

Saint Anselm College   2004 — 2006

Lisa Roy Lisa Roy Greater Boston Area Details
Lisa Roy's Standish Mellon Asset Management Experience September 1995 - November 2005
Job Executive Staffing and Recruiting, Senior Consultant at The Bowdoin Group
Industry Staffing and Recruiting
Experience
The Bowdoin Group  July 2011 - Present
Boylston Realty Advisors   July 2010 - June 2011
The Kane Company  March 2007 - August 2010
Standish Mellon Asset Management   September 1995 - November 2005
Standish Ayer & Wood, Inc.   1995 - 2005
Fidelity Investments  1994 - 1995

Skills
Asset Managment, Business Development, Key Account Management, Key Account Development, Negotiation, New Business Development, Strategic Planning, Talent Acquisition, Financial Services, Investments, CRM, Management, Asset Management, Fixed Income, Consulting, Portfolio Management, Strategy, Recruiting, Sales, Equities, Leadership, Financial Analysis, Account Management, Financial Modeling

Education
Southern New Hampshire University   1994 — 1996
MBA

Bentley University   1988 — 1992
Bachelor of Science in Finance

Central High School   1984 — 1988

David Zigas, CFA David Zigas, CFA Greater Boston Area Details
David Zigas, CFA's Standish Mellon Asset Management Experience May 2000 - January 2005
Job Financial Communications
Industry Financial Services
Experience
Eaton Vance  February 2012 - Present
John Hancock Asset Management   November 2010 - February 2012
Financial Communications   November 2009 - November 2010
BNY Mellon Asset Management  January 2005 - November 2009
Standish Mellon Asset Management   May 2000 - January 2005
Pioneer Investment Management  July 1994 - May 2000
Massachusetts Financial Services  October 1993 - August 1994
Published Image (Financial Marketing Vendor)   October 1992 - August 1993
Miami Daily Business Review (Time Warner)   January 1991 - October 1992
Business Week  May 1987 - January 1991

Skills
White Papers, Writing, Research, Editing, Analysis, Thought Leadership, Financial Writing, Financial Communications, Business Writing, Investments, Corporate Communications

Education
State University of New York at Binghamton
BA, English/Journalism

Stuyvesant High School
Academic

Peter A. Newell, CFA Peter A. Newell, CFA Greater Boston Area Details
Peter A. Newell, CFA's Standish Mellon Asset Management Experience June 2000 - June 2003
Job Trading Operations Specialist at Wells Capital Management
Industry Investment Management
Experience
RCG Ardis Capital   February 2007 - December 2008
The Boston Company  July 2003 - June 2006
Standish Mellon Asset Management   June 2000 - June 2003
Investors Bank & Trust  September 1999 - June 2000

Skills
Investments, CTM, Charles River IMS, Trading Operations, Trading, Bloomberg, Equities, Program Trading, RediPlus, Derivative Operations, Microsoft Office, MySQL, R, FX Operations, Risk Management, Financial Analysis

Education
Boston University - School of Management   2002 — 2006
MBA

University of Vermont   1995 — 1999
B.S., Business Administration

Curtis Sachse Curtis Sachse Virginia Beach, Virginia Details
Curtis Sachse's Standish Mellon Asset Management Experience July 2007 - December 2007
Job Civil Engineering Student
Industry Civil Engineering
Experience
United States Marine Corps  January 2008 - January 2014
Standish Mellon Asset Management   July 2007 - December 2007
State Street Bank  June 2005 - July 2007

Skills
Military, Operational Planning, Military Operations, Security Clearance, Strategic Planning

Education
Old Dominion University   2014 — 2016
Bachelor of Science (BS), Civil Engineering, 4.0

Bucknell University   2001 — 2005
Bachelor of Arts (B.A.), International Relations and Affairs, Economics

Nate Pearson, CFA Nate Pearson, CFA Boston, Massachusetts Details
Nate Pearson, CFA's Standish Mellon Asset Management Experience September 2005 - Present
Job Interest Rate Strategist & Portfolio Manager at Standish Mellon Asset Management
Industry Investment Management
Experience
Standish Mellon Asset Management   September 2005 - Present
Darling Consulting Group  September 2003 - September 2005

Skills
Chartered Financial..., Fixed Income, Asset Allocation, Investment Management, Portfolio Management, Alternative Investments, Hedge Funds, Investment Strategies, Bloomberg, Bonds, Financial Modeling, Capital Markets, Asset Management, Investments, Derivatives, Equities

Education
Boston College - Wallace E. Carroll Graduate School of Management   2003 — 2005
Master of Business Administration (M.B.A.)

University of New Hampshire - Whittemore School of Business and Economics   1997 — 2001
Bachelor of Science (B.S.)

Beverly Banfield Beverly Banfield Narragansett, Rhode Island Details
Beverly Banfield's Standish Mellon Asset Management Experience April 1992 - December 2003
Job Realtor
Industry Real Estate
Experience
Self-employed  February 2013 - Present
Standish Mellon Asset Management   April 1992 - December 2003
John Hancock Financial Services  October 1989 - April 1992
International Heritage Corp   January 1986 - February 1989
MetLife  January 1983 - December 1986
Fidelity Investments  May 1976 - December 1982

Skills
Client Relations Skills, Negotiation, Compliance, Contract Negotiation, Internal Controls, Strategic Planning, Investment Advisory, Portfolio Management, Funding, Start-ups, Investments, Mutual Funds, Real Estate, Valuation, Sellers, First Time Home Buyers, Investment Properties, Sales, Real Estate Transactions, Due Diligence

Education
Boston University

Anne Marie Sutton Anne Marie Sutton Greater Boston Area Details
Anne Marie Sutton's Standish Mellon Asset Management Experience June 2003 - April 2005
Job Vice President, Defined Contribution at PIMCO
Industry Financial Services
Experience
PIMCO  March 2011 - Present
ING Investment Management  June 2009 - March 2011
Goizueta Business School  May 2008 - May 2009
Bank of New York Mellon  April 2005 - May 2008
Standish Mellon Asset Management   June 2003 - April 2005

Skills
Investments, Retirement, Asset Management, Fixed Income, Investment Strategies, Mutual Funds, Asset Allocation, Investment Management, Retirement Planning, Relationship Management, Equities, Trading, Institutional..., Finance, Series 7

Education
Emory University - Goizueta Business School   2008 — 2009
MBA, Finance, Strategy Consulting

Villanova University   1999 — 2003
BA (Cum Laude), Finance and Marketing

Ravi Tarekere, CFA, CPA, FRM Ravi Tarekere, CFA, CPA, FRM San Francisco Bay Area Details
Ravi Tarekere, CFA, CPA, FRM's Standish Mellon Asset Management Experience August 2002 - April 2004
Job Mortgage Finance Specialist at Cal Coast Financial
Industry Financial Services
Experience
Cal Coast Financial  2010 - Present
Clean Tech Open (CTO)   February 2009 - December 2010
Various Positions  October 2007 - June 2010
Cornish & Carey Capital   February 2007 - September 2007
Forxone Capital   October 2005 - December 2006
Keefe, Bruyette & Woods   May 2004 - February 2006
Standish Mellon Asset Management   August 2002 - April 2004
Charles Schwab  January 2002 - July 2002
Deloitte  January 2001 - November 2001

Education
California Polytechnic State University-San Luis Obispo   1996 — 2000
Business Administration, Concentration: Accounting

Certified Public Accountant (CPA)

Chartered Financial Analyst (CFA)

Financial Risk Manager (FRM)

Anthony Criscuolo, CFA Anthony Criscuolo, CFA Greater Boston Area Details
Anthony Criscuolo, CFA's Standish Mellon Asset Management Experience January 1998 - October 2011
Job Managing Director, Relationship Manager at Standish Asset Management
Industry Investment Management
Experience
Standish Asset Management   April 2014 - Present
Standish Asset Management   October 2011 - April 2014
Standish Mellon Asset Management   January 1998 - October 2011
Anthem Blue Cross Blue Shield of CT   July 1977 - December 1997

Skills
Fixed Income, Relationship Management, Investments, Portfolio Management, Insurance, Investment Strategies, Mutual Funds, Asset Management, Alternative Investments, Asset Allocation, Securities, Hedge Funds, Equities, Series 7, Investment Management

Education
Fairfield University   1984 — 1989
MSF, Finance

Quinnipiac University - School of Business   1978 — 1984
BS, Finance

Jeffrey Klug Jeffrey Klug Greater Boston Area Details
Jeffrey Klug's Standish Mellon Asset Management Experience April 2010 - May 2012
Job Client Implementation Officer
Industry Financial Services
Experience
State Street Global Advisors  April 2015 - Present
Eagle Investment Systems  May 2012 - March 2015
Standish Mellon Asset Management   April 2010 - May 2012
Standish  August 2007 - April 2010
Bank of New York Mellon  August 2006 - August 2007

Skills
Bloomberg, Fund Accounting, Mutual Funds, Fixed Income, Securities, Investments, Equities, Financial Analysis, Asset Managment, Accounting, Financial Reporting, Forecasting, Valuation, Derivatives, Financial Modeling, Portfolio Management, Microsoft Excel, Risk Management, Access, Account Reconciliation, Alternative Investments, Corporate Actions, Hedge Funds

Education
Suffolk University   2008 — 2011
MBA, Finance

Bryant University   2002 — 2006
BA in Business Administration, Finance

Jay Sommariva Jay Sommariva Greater Pittsburgh Area Details
Jay Sommariva's Standish Mellon Asset Management Experience July 2005 - September 2008
Job Head of Fixed Income, Fort Pitt Capital Group
Industry Financial Services
Experience
Fort Pitt Capital Group  July 2013 - Present
BNY Mellon / Standish Asset Management   September 2008 - June 2013
Standish Mellon Asset Management   July 2005 - September 2008
Ellis Group   September 2003 - July 2005
Northern Trust Asset Management  December 2000 - September 2003
BNY Mellon  October 1994 - December 2000

Skills
Fixed Income, Portfolio Management, Bonds, Investment Management, Investments, Relationship Management, Bloomberg, Mutual Funds, Financial Services, Trading, Finance, Asset Managment, Asset Allocation, Fixed Income Analysis, Derivatives, Alternative Investments, Money Market

Education
Duquesne University
Master of Business Administration (MBA), Finance, General

Indiana University of Pennsylvania
Bachelor of Business Administration (B.B.A.)

Marcus Sharp, MBA, MSF, MST Marcus Sharp, MBA, MSF, MST Greater Boston Area Details
Marcus Sharp, MBA, MSF, MST's Standish Mellon Asset Management Experience June 2010 - August 2013
Job Sr. Financial & Reporting Analyst/Manager at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments  August 2013 - Present
Standish Mellon Asset Management   June 2010 - August 2013
Standish Mellon Asset Management   January 2008 - June 2010
BNY Mellon  November 2004 - January 2008
BNY Mellon  September 2004 - November 2004
Fidelity Investments  October 2003 - April 2004
Genzyme  August 2002 - October 2003
Boston Capital  September 2000 - August 2001
USTrust, now merged as Citizens Bank   August 1997 - December 1999
BankBoston, now merged as Bank of America   August 1994 - August 1997

Skills
Hyperion Enterprise, PeopleSoft, Lotus Notes, SharePoint, Outlook, Microsoft Office, Cartesis, Mobius, Oracle, Catalyst, Checkpoint, Microstrategy, CCH, GUI, SixNet, Hyperion, MGFPRO, Revenue Manager, AS400, Pivotal, MER, Advent Geneva, Blackline, ComSci, Pershing-UDT, OPIN, MARS, Essbase, Financial Analysis, Finance, Account Reconciliation, Sarbanes-Oxley Act, Accounting, Internal Controls, Auditing, Managerial Finance, Variance Analysis, Financial Statements, Accounts Receivable, Consolidation, GAAP, Accruals, Financial Risk, Financial Services, Fixed Assets, Portfolio Management, Mutual Funds, Investments, Strategy, Management

Education
D'Amore-McKim School of Business at Northeastern University   2015 — 2017
MS in Business Analytics

Suffolk University - Sawyer School of Management   2006 — 2007
MSA Courses: Intermediate Financial Accounting, Auditing & Assurance and Business Law

D'Amore-McKim School of Business at Northeastern University   2004 — 2006
MST, Masters of Science in Taxation

D'Amore-McKim School of Business at Northeastern University   2002 — 2004
MSF, Masters of Science in Finance

Harvard Extension School   2000 — 2001
IT Course, Communication Protocols and Internet Architectures

D'Amore-McKim School of Business at Northeastern University   1997 — 1999
MBA, Masters of Business Administration

Boston University   1989 — 1994
Bachelor of Arts, Economics

Kennett High School   1985 — 1989

James O'Leary James O'Leary Boston, Massachusetts Details
James O'Leary's Standish Mellon Asset Management Experience January 2010 - May 2011
Job Director Performance Analytics
Industry Financial Services
Experience
BNY Mellon Asset Management  2012 - Present
Standish Mellon Asset Management   January 2010 - May 2011
Standish Mellon Asset Management   2008 - 2010

Skills
GIPS Compliance, Fixed Income Strategies, Investment Performance, Fixed Income, Asset Management, Performance Attribution, Equities, Alternative Investments, Hedge Funds, Mutual Funds, Securities, Portfolio Management

Education
Bridgewater State University   1993 — 1995
Operations Management, Business Administration, Management and Operations

University of Massachusetts, Amherst   1990 — 1992

Lisa (Caradonna) Pittman Lisa (Caradonna) Pittman Greater Boston Area Details
Lisa (Caradonna) Pittman's Standish Mellon Asset Management Experience June 1998 - November 2000
Job Wentworth Douglass Hospital
Industry Information Technology and Services
Experience
Liberty Mutual  September 2007 - May 2009
Liberty Mutual  November 2000 - September 2007
Standish Mellon Asset Management   June 1998 - November 2000
Private  1993 - 1998
Colorado and Nebraska Public Schools   August 1979 - May 1993

Skills
Technical Support, Quality Assurance, Hardware, System Administration, Training, Help Desk Support, Software Documentation, ITIL, Troubleshooting, Vendor Management, MySQL, Management, Visio

Education
Adams State University   1975 — 1979
BA

Laura A. Zink Laura A. Zink Boston, Massachusetts Details
Laura A. Zink's Standish Mellon Asset Management Experience August 2012 - April 2014
Job Director, Business Development & Client Service
Industry Investment Management
Experience
DDJ Capital Management  May 2014 - Present
Standish Mellon Asset Management   August 2012 - April 2014
BMO Global Asset Management  August 2006 - August 2012
Northern Trust  2004 - 2006
Mercer Investment Consulting  2002 - 2004

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   2008 — 2010
Master of Business Administration, Financial Analysis

DePaul University   1997 — 2001
Bachelor of Science Finance, Minor in Economics

Andrew Dupee, CFA Andrew Dupee, CFA Greater Boston Area Details
Andrew Dupee, CFA's Standish Mellon Asset Management Experience February 2004 - July 2007
Job Portfolio Manager at Howland Capital
Industry Investment Management
Experience
Howland Capital   July 2007 - Present
Standish Mellon Asset Management   February 2004 - July 2007

Education
Babson College - Franklin W. Olin Graduate School of Business
MBA

Brown University

Michael Wald Michael Wald Chicago, Illinois Details
Michael Wald's Standish Mellon Asset Management Experience May 2010 - August 2010
Job Spikeball Inc.
Industry Sporting Goods
Experience
Spikeball Inc.  October 2014 - Present
Epic  August 2013 - October 2014
Bucknell University  August 2012 - May 2013
Bucknell University  August 2012 - December 2012
John Hancock Life Insurance Company (U.S.A.)   May 2012 - August 2012
Standish Mellon Asset Management   May 2010 - August 2010

Skills
Strategic Planning, Project Management, Sales Operations, Operations Process..., Leadership, Microsoft Office, Software Implementation, Research, Athletic Administration, Public Speaking, Client Services, Sporting Goods, Management, Teamwork

Education
Bucknell University   2009 — 2013
Bachelor of Science (B.S.), Business Management

NYU in Prague   2012 — 2012
International Business

Wellesley Senior High School   2005 — 2009

Todd M. Titus Todd M. Titus Marblehead, Massachusetts Details
Todd M. Titus's Standish Mellon Asset Management Experience October 1998 - February 2000
Job Senior Legal Analyst at Citizens Financial Group, Inc.
Industry Construction
Experience
Citizens Financial Group, Inc.   December 2014 - Present
C. T. Titus Contracting and Masonry   May 2013 - November 2014
BNY Mellon  June 2008 - May 2013
Fidelity Investments  October 2006 - June 2008
Consultant  June 2001 - August 2006
Standish Mellon Asset Management   October 1998 - February 2000
MFS Investment Management  March 1997 - October 1998
United States Marine Corps  October 1990 - October 1996

Skills
Microsoft Excel, Microsoft Word, PowerPoint, Access, Morningstar, Investments, Fixed Income, Training, Barra Aegis, Barra, Factset, Analysis, Communication, Writing, Fact-checking, Close Attention to..., Priority Management, Job Scheduling, Financial Modeling, Equity Research, Economic Research

Education
Boston College   2000 — 2001
Master's degree, Finance, General

Merrimack College   1992 — 1996
Bachelor's degree, Economics

U.S. Marine Corp.   1990 — 1996
Naval Aviator Select, Non-Commissioned Officer, and Commissioned Officer Select

Marblehead High School   1986 — 1990
Diploma

Megan Bosko Megan Bosko Washington, District Of Columbia Details
Megan Bosko's Standish Mellon Asset Management Experience May 2007 - May 2008
Job Manager at matchbox food group
Industry Marketing and Advertising
Experience
matchbox food group  January 2015 - Present
matchbox food group  January 2014 - January 2015
Switch  July 2012 - April 2014
Switch  August 2011 - July 2012
Oakley  May 2011 - July 2012
Eat'n Park Hospitality Group  November 2003 - May 2011
GNC  May 2009 - May 2010
Standish Mellon Asset Management   May 2007 - May 2008

Skills
Customer Service, Recruiting, Event Planning, Marketing Communications, Leadership, Marketing, Event Management, Highly detail oriented, Work Well Independently, Works well with a team, New Hire Orientations, New Hire Training, Microsoft Excel, Food & Beverage, Compilation Of..., Managing Events, Field Marketing, User Interface Design, Guerrilla Marketing, Restaurant Management, New Restaurant Openings, Financial Accounting, Taleo, Microsoft Office

Education
Duquesne University   2004 — 2008
Bachelor's degree, Accounting and Accounting Information Systems

Butler Senior High School   2000 — 2004
High School

Brian Flynn Brian Flynn Greater Boston Area Details
Brian Flynn's Standish Mellon Asset Management Experience September 2005 - September 2006
Job Compliance Analyst AVP at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors  August 2012 - Present
The Royal Bank of Scotland N.V.   January 2010 - August 2012
Wellington Management Company  March 2007 - June 2009
Standish Mellon Asset Management   September 2005 - September 2006
Standish Mellon Asset Management   January 1998 - August 2005
Standish Mellon Asset Management   May 1994 - January 1998
Interac  September 1990 - January 1994
State Street Bank  September 1988 - June 1990

Skills
Compliance, Due Diligence, Asset Management, Financial Risk, Investments, Portfolio Management, Mutual Funds, Banking, Derivatives, AML, Trading, Investment Management, Corporate Governance, Insurance, Contract Negotiation, Asset Allocation, Internal Audit, Securities, Fixed Income, Asset Managment

Education
Boston University   1995 — 1998
Master of Business Administration, Management Communication

Providence College   1984 — 1988
BA, Economics, Languages

Kansai University of International Studies   1986 — 1987
Japanese

Fairfield College Preparatory School   1981 — 1984

Ken Carbaugh Ken Carbaugh Birmingham, Michigan Details
Ken Carbaugh's Standish Mellon Asset Management Experience March 2001 - September 2002
Job Portfolio Manager at Liberty Capital Management
Industry Investment Management
Experience
Liberty Capital Management   January 2014 - Present
Comerica Asset Management  September 2012 - January 2014
Portfolio Solutions, LLC  October 2003 - August 2012
Freedom One Financial Group  January 2003 - October 2003
Standish Mellon Asset Management   March 2001 - September 2002
Investors Bank & Trust  March 2000 - March 2001

Skills
Portfolio Management, Fixed Income, Investments, Asset Allocation, Bonds, Trading, Bloomberg Terminal, Equity Trading, ETFs, Wealth Management, Securities, Mutual Funds, Equities, Investment Management, Valuation, Asset Management

Education
University of Detroit Mercy   2012 — 2015
Master of Business Administration (M.B.A.), Financial Economics

College for Financial Planning   2012 — 2012
AWMA® - Accredited Wealth Management Advisor(SM), Wealth Management

Walsh College   1995 — 1999
BBA, Finance

Joe Pasquale, CFA Joe Pasquale, CFA Greater Boston Area Details
Joe Pasquale, CFA's Standish Mellon Asset Management Experience April 2015 - Present
Job Portfolio Analyst at Standish Mellon Asset Management
Industry Financial Services
Experience
Standish Mellon Asset Management   April 2015 - Present
Standish Mellon Asset Management   November 2013 - March 2015
BNY Mellon Wealth Management  October 2012 - October 2013
BNY Mellon Wealth Management  January 2011 - September 2012
Brown Brothers Harriman  June 2008 - October 2008
Aviva Investors  June 2007 - September 2007

Education
Boston College   2005 — 2010
BS, Finance, Marketing

Terrence Manning Terrence Manning Greater Boston Area Details
Terrence Manning's Standish Mellon Asset Management Experience August 2005 - July 2007
Job Assistant Vice President at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase  January 2014 - Present
Bank of New York Mellon  July 2007 - Present
Standish Mellon Asset Management   August 2005 - July 2007
State Street  January 2004 - August 2005
State Street  September 2000 - January 2004

Skills
Fund Administration, Fund Accounting, Fixed Income, Corporate Trust, Bloomberg, Mutual Funds, Global Custody, Equities, Securities, Hedge Funds, Derivatives, Advent

Education
Bridgewater State College

Nicholas Lincon Nicholas Lincon Greater Boston Area Details
Nicholas Lincon's Standish Mellon Asset Management Experience November 2009 - May 2011
Job Senior Director Business Development at Enel Green Power North America, Inc.
Industry Investment Management
Experience
Enel Green Power North America, Inc.   August 2015 - Present
Enel Green Power North America  January 2013 - August 2015
Enel Green Power North America  May 2011 - December 2012
Standish Mellon Asset Management   November 2009 - May 2011
Standish Mellon Asset Management   January 2008 - November 2009
Standish Mellon Asset Management   November 2006 - January 2008
Kettle Creek Partners LLC   May 2006 - November 2006
Spectrum Brands  April 2001 - January 2002

Skills
Corporate Finance, Analyst, Client Services, Wind Energy, Renewable energy, Project Management, Deal Execution, Mergers & Acquisitions, Financial Modeling, Renewable Energy, Wind, Financial Analysis, Due Diligence, Business Development, Analysis, Strategy, Valuation, Financial Services, Business Planning

Education
Boston University - School of Management   2008 — 2011
MBA, Finance

University of Connecticut   2002 — 2006
Bachelor, Finance

Kevin Novak Kevin Novak San Francisco Bay Area Details
Kevin Novak's Standish Mellon Asset Management Experience May 2010 - August 2011
Job Consultant at NEPC
Industry Investment Management
Experience
NEPC, LLC  March 2015 - Present
NEPC, LLC  September 2011 - February 2015
Standish Mellon Asset Management   May 2010 - August 2011
State Street  August 2008 - April 2010
State Street  November 2007 - July 2008
Major League Soccer & USL 1   February 2005 - October 2007

Education
Boston University - School of Management   2008 — 2011
MBA, Finance and Strategy & Business Analysis

Loyola Marymount University   2000 — 2004
Business Administration, Finance & Marketing

Mater Dei High School   1996 — 2000

Marcus Sharp, MBA, MSF, MST Marcus Sharp, MBA, MSF, MST Greater Boston Area Details
Marcus Sharp, MBA, MSF, MST's Standish Mellon Asset Management Experience November 2004 - August 2013
Job Sr. Financial & Reporting Analyst/Manager at John Hancock Investments
Industry Investment Management
Experience
John Hancock Investments  August 2013 - Present
Standish Mellon Asset Management   November 2004 - August 2013
BNY MELLON (Contract)   September 2004 - November 2004
FIDELITY INVESTMENTS (Contract)   October 2003 - April 2004
GENZYME CORPORATION (Contract)   August 2002 - October 2003
Boston Capital  September 2000 - August 2001
STREAM (Contract)   February 2000 - September 2000
USTRUST now merged as CITIZENS BANK   August 1997 - December 1999
BANKBOSTON now merged as BANK OF AMERICA   August 1994 - August 1997

Skills
Financial Accounting, Finance, Auditing, Investments, Banking, Pricing, Accruals, Equities, Profit, PeopleSoft, Lotus Notes, Real Estate, Sales, Management, Microsoft Office, Analysis, Customer Service, Forecasting, Accounting

Education
D'Amore-McKim School of Business at Northeastern University   2015 — 2017
MS in Business Analytics

Suffolk University - Sawyer Business School   2006 — 2007
Started MS in Accounting

D'Amore-McKim School of Business at Northeastern University   2004 — 2006
MST, Master of Science in Taxation

D'Amore-McKim School of Business at Northeastern University   2002 — 2004
MSF, Master of Science in Finance

D'Amore-McKim School of Business at Northeastern University   1997 — 1999
MBA, Master of Business Administration

Boston University   1989 — 1994
BACHELOR OF ARTS, ECONOMICS

Bart Stires Bart Stires Greater Boston Area Details
Bart Stires's Standish Mellon Asset Management Experience September 2013 - Present
Job Portfolio Analyst at Standish Mellon Asset Management
Industry Investment Management
Experience
Standish Mellon Asset Management   September 2013 - Present
BNY Mellon  December 2011 - September 2013

Skills
Investment Management

Education
Bentley College - Elkin B. McCallum Graduate School of Business   2011 — 2012
Master of Science, Finance

Bentley University   2007 — 2011
Bachelor of Science, Economics-Finance

Adam Norman Adam Norman Greater Boston Area Details
Adam Norman's Standish Mellon Asset Management Experience December 1997 - January 2006
Job Investment Communications Manager at Wellington Management
Industry Financial Services
Experience
Wellington Management  February 2012 - Present
LPL Financial  November 2007 - January 2012
Congress Asset Management  April 2007 - November 2007
Commonwealth Financial Network  January 2006 - April 2007
Standish Mellon Asset Management   December 1997 - January 2006

Education
Boston College - Wallace E. Carroll Graduate School of Management   1999 — 2003
MBA, Finance

Colby College   1992 — 1996
BA, History

Adam Pischel Adam Pischel Greater Boston Area Details
Adam Pischel's Standish Mellon Asset Management Experience January 2015 - Present
Job Portfolio Analyst
Industry Investment Management
Experience
Standish Mellon Asset Management   January 2015 - Present
BNY Mellon  January 2014 - January 2015
Loomis, Sayles & Co   March 2010 - January 2014
Columbia Management  November 2008 - March 2010
Columbia Management  April 2007 - October 2008
Columbia Capital Management, LLC  April 2006 - March 2007
Graybar Electric CO  June 2005 - April 2006
Merrill Lynch  May 2004 - August 2004

Skills
Fixed Income, Securities, Investments, FX, Equities, FX Options, Portfolio Management, Trading, Bloomberg, Derivatives, Finance, Investment Management

Education
Boston College   2009 — 2011
MS, Finance

Queens University of Charlotte   2002 — 2005
Bachelor of Arts, Business; Corporate Communications

Jodie Wooles Jodie Wooles Boston, Massachusetts Details
Jodie Wooles's Standish Mellon Asset Management Experience March 2014 - November 2014
Job Associate at Income Research and Management
Industry Financial Services
Experience
Income Research + Management  November 2014 - Present
Standish Mellon Asset Management   March 2014 - November 2014
BNY Mellon  August 2011 - March 2014
Akamai Technologies  June 2010 - August 2011
Tonneson + Co  June 2009 - August 2009

Skills
Financial Reporting, Financial Analysis, Accounting, Microsoft Excel, Access, Outlook, Auditing, PowerPoint, Strategic Financial..., Forecasting, Financial Statements, Financial Modeling, Microsoft Office, Account Management, GAAP, Accounts Receivable, Financial Accounting, Revenue Recognition, General Ledger, DTC, Finance, Broker-Dealer, Investment Management, Fixed Assets, Invoicing, Account Reconciliation, Tax, Fixed Income, Analysis

Education
Assumption College   2006 — 2010
Bachelor's, Accounting

Scott Zerneri Scott Zerneri Greater Boston Area Details
Scott Zerneri's Standish Mellon Asset Management Experience June 2012 - Present
Job Research Analyst at Standish Mellon Asset Management
Industry Financial Services
Experience
Standish Mellon Asset Management   June 2012 - Present
Standish Mellon Asset Management   March 2010 - June 2012
BNY Mellon  June 2007 - March 2010

Skills
Bloomberg, Mutual Funds, Asset Managment, Asset Allocation, Fixed Income, Investments, Portfolio Management, Alternative Investments, Financial Modeling, Securities, Financial Analysis, Bonds, Trading, Investment Management, Strategic Financial..., Wealth Management, Capital Markets, Credit Analysis, High Net Worth..., Hedge Funds, Series 7, Relationship Management

Education
Boston College - Wallace E. Carroll Graduate School of Management   2009 — 2012
MBA, Asset Management

University of Massachusetts at Amherst - Isenberg School of Management   2003 — 2007
BBA, Finance

Central Catholic High School   1999 — 2003

Beth (Richard) Fiore Beth (Richard) Fiore Greater Boston Area Details
Beth (Richard) Fiore's Standish Mellon Asset Management Experience July 2012 - Present
Job Credit Analyst
Industry Investment Management
Experience
Standish Mellon Asset Management   July 2012 - Present

Skills
Bloomberg, Financial Modeling, Fixed Income, Alternative Investments

Education
The University of Chicago - Booth School of Business   2010 — 2012
Master of Business Administration (MBA)

College of the Holy Cross   2003 — 2007
B.A.

Javier Murcio Javier Murcio Greater Boston Area Details
Javier Murcio's Standish Mellon Asset Management Experience 2007 - Present
Job Director, Emerging Markets; Portfolio Manager and Senior Sovereign Analyst at Standish
Industry Financial Services
Experience
Standish Mellon Asset Management   2007 - Present
Lehman Brothers  December 2004 - January 2005
Credit Suisse  February 1997 - April 2002
PARIBAS  November 1993 - October 1997
DRI/McGraw-Hill  June 1982 - October 1993
Ministry of Finance of Mexico   June 1978 - June 1979

Education
Boston University   1979 — 1982
course work -MA, Economics

Universidad Nacional Autónoma de México   1974 — 1978
BA, Economics

University of Colorado Boulder
Summer program, Economics

Harvard University Graduate School of Design

Michael J. Dunn Michael J. Dunn Greater Boston Area Details
Michael J. Dunn's Standish Mellon Asset Management Experience November 2000 - September 2006
Job Assistant Vice President at Bank of New York Mellon
Industry Investment Management
Experience
Bank of New York Mellon  June 2006 - Present
Standish Mellon Asset Management   November 2000 - September 2006
Standish Mellon Asset Management   October 1994 - August 2005
Mellon Trust - The Boston Company   November 1990 - October 1994

Skills
Accounting, Leadership, Fund Accounting, Trading, Portfolio Management, Hedge Funds, Banking, Investments, Bonds, Mutual Funds, Asset Management, Securities, Fixed Income, Bloomberg, Equities, Financial Analysis, Derivatives

Education
Bentley University   1984 — 1989
Bachelors, Accounting

Bentley University   1984 — 1989
Associates, Management

Devin Sylvester Devin Sylvester Greater Boston Area Details
Devin Sylvester's Standish Mellon Asset Management Experience March 2009 - November 2013
Job Customer Success Manager at RAMP Holdings, Inc.
Industry Information Technology and Services
Experience
RAMP Holdings, Inc.   December 2014 - Present
RAMP Holdings, Inc.   April 2014 - December 2014
Sapient Global Markets  November 2013 - April 2014
Standish Mellon Asset Management   March 2009 - November 2013
Sagacity LLC   September 2008 - March 2009
Navimedix  July 2007 - August 2008
Investors Bank & Trust  July 2005 - June 2007
SwissRE  2004 - 2005
IBT  September 2001 - August 2004

Skills
SQL Server, C#, XML, JavaScript, ASP.NET, Silverlight, Web Services, Microsoft SQL Server, Visual Basic, Oracle, CSS, SQL, Enterprise Software, Financial Modeling, Consulting, Analytics, Project Management, SDLC, Requirements Analysis, Management, Agile Methodologies

Education
Boston University - School of Management   2009 — 2012
MBA, Finance

Northeastern
BS, Management Information Systems

UMass - Amherst
Computer Systems Engineering

Chris Prince Chris Prince Greater Boston Area Details
Chris Prince's Standish Mellon Asset Management Experience November 2009 - October 2010
Job Software Engineering Manager
Industry Computer Software
Experience
Commonwealth Medicine  September 2015 - Present
iRobot  September 2012 - August 2015
A. W. Chesterton Company   October 2010 - September 2012
Standish Mellon Asset Management   November 2009 - October 2010
Regulus Technology, LLC   May 1997 - 2010
John Hancock / Manulife   September 2002 - September 2008
Alantris Corporation   2000 - 2002
Adsmart Network (CMGI)   1999 - 2000
US Navy  1995 - 1998

Skills
Agile Methodologies, SharePoint, .NET, Enterprise Software, Databases, Web Applications, SDLC, C#, Agile Project Management, Project Management, Scrum, Architectures, ASP.NET, Microsoft Dynamics, Microsoft SQL Server, Microsoft CRM, Web Development, Axapta, Certified Scrum Master..., SharePoint Designer, ASP.NET MVC, ERP, Agile, SQL Server, Visual Basic, CSP, Extreme Programming, Dynamics CRM, Dynamics AX, Instructor-led Training, Technical Trainers, Full SDLC, Professional Services, Pre- / Post-Sales..., Client Relations, Quality Assurance, Regulatory Compliance, R&D, Documentation, Cross-functional...

Education
Colorado State University   2014 — 2016
Master's Degree, Computer Science

University of Massachusetts at Lowell
Bachelor's Degree, CIS / Business Management

ECPI University
Associate's Degree, Computer Science

US Navy
A & C, Advanced Electronics / Computer Engineering

The Founder Institute   2010 — 2010
Entrepreneurship

Dawn Czajak Dawn Czajak Greater Boston Area Details
Dawn Czajak's Standish Mellon Asset Management Experience July 1998 - April 2006
Job
Industry Financial Services
Experience
HighVista Strategies  September 2007 - February 2015
Sowood Capital Management  April 2006 - September 2007
Standish Mellon Asset Management   July 1998 - April 2006
Renaissance Worldwide  1998 - 2000
Keane  1994 - 1997

Skills
Software Development, SQL, C# .Net, SSRS, Database Development, Applications Software..., Trading Systems, Bloomberg, Visual Basic, VBA, Microsoft Office, Visual Studio

Education
Bryant University   1992 — 1994
MBA, Computer Information Systems

State University of New York at Buffalo - School of Management   1988 — 1992
BS, Business Administration

University at Buffalo   1988 — 1992

Barbara-Ann Boehler Barbara-Ann Boehler Boston, Massachusetts Details
Barbara-Ann Boehler's Standish Mellon Asset Management Experience 2006 - 2007
Job Securities SME; Compliance Officer; Adjunct Lecturer
Industry Financial Services
Experience
Wolters Kluwer Financial Services  September 2015 - Present
Suffolk University: Sawyer Business School; Suffolk University Law School   August 2012 - Present
Arete Research, LLC   March 2010 - September 2015
Babson Capital Management  January 2007 - March 2010
Standish Mellon Asset Management   2006 - 2007
JP Morgan Invest LLC   2004 - 2006
Fidelity Investments  1999 - 2004
John Hancock Financial Services  1998 - 1999

Skills
Series 7, Series 63, Series 24, Series 87, Securities, Asset Management, Mutual Funds, Equities, Financial Services, Policy, Alternative Investments, Legal Compliance

Education
Boston University School of Law   2000 — 2004
LL.M., Taxation

Suffolk University Law School   1993 — 1996
JD, Law

Suffolk University   1989 — 1993
BA, History and Communications, Double Major

Joseph Tocio Joseph Tocio Lexington, Massachusetts Details
Joseph Tocio's Standish Mellon Asset Management Experience April 2005 - October 2007
Job Internet Marketing Manager
Industry Automotive
Experience
Lexington Toyota   July 2014 - Present
Standish  November 2007 - February 2008
Standish Mellon Asset Management   April 2005 - October 2007
Bay State Health Care  1988 - 1992
PCWeek   1987 - 1990

Skills
Desktop Publishing, Website Updating, Award Ceremonies, Sales Meetings, Onsite Management, Meeting Management, Editing Newsletters, Non-profit Marketing, Newsletter Writing, Electronic Newsletters, iPod, Digital Cameras, Marketing, Fixed Income, Management, Event Management, Newsletters

Education
Boston College
Theology/Theological Studies

Nathan Harris, CFA Nathan Harris, CFA Greater Boston Area Details
Nathan Harris, CFA's Standish Mellon Asset Management Experience April 2010 - June 2012
Job Municipal Research Analyst at Appleton Partners, Inc
Industry Investment Management
Experience
Appleton Partners, Inc  July 2012 - Present
Standish Mellon Asset Management   April 2010 - June 2012
The Bank of New York Mellon  October 2007 - April 2010
The Bank of New York Trust Company, N.A.   August 2006 - September 2007

Education
Bentley University   2001 — 2005
Bachelor of Science (B.S.), Finance, General

Stephen Tubbs Stephen Tubbs Greater Los Angeles Area Details
Stephen Tubbs's Standish Mellon Asset Management Experience September 2004 - December 2006
Job Financial Systems Manager for Controllers (Treasury and IB & M) at MUFG Americas
Industry Investment Management
Experience
MUFG Americas  November 2011 - Present
Union Bank  March 2011 - October 2011
SEGULA Technologies  October 2010 - February 2011
Third Stage Investment Group   January 2007 - June 2010
Standish Mellon Asset Management   September 2004 - December 2006
Pareto Partners  January 1997 - January 2004
Hughes Pareto Research Partners   January 1995 - January 1997
Hughes Aircraft Company  January 1994 - January 1995

Skills
Bonds, Financial Risk, Fixed Income, Investments, Options, Portfolio Management, Investment Management, Emerging Markets, Hedge Funds, Credit Derivatives, Credit, Bloomberg, Asset Management, Financial Modeling, Valuation, Securities, Financial Analysis, Financial Markets, Derivatives, Risk Management

Education
Claremont Graduate University   1992 — 1993
MS

California State University, Fresno   1985 — 1990
BA

Amy Koch Amy Koch Greater Boston Area Details
Amy Koch's Standish Mellon Asset Management Experience June 2004 - Present
Job Managing Director, Head of Fixed Income Trading
Industry Financial Services
Experience
Standish Mellon Asset Management   June 2004 - Present
Columbia Management  October 1998 - June 2004

Skills
Fixed Income, Investments, Bloomberg, Asset Management, Mutual Funds, Securities, Portfolio Management, Alternative Investments, Trading, Derivatives

Education
College of the Holy Cross   1993 — 1997
Bachelor of Arts (BA), Economics

Tollgate High School   1989 — 1993

Jim McInerney Jim McInerney Greater Boston Area Details
Jim McInerney's Standish Mellon Asset Management Experience Product ManagerFidelity Investments1997 - 1999
Job Relationship Manager/VP at Standish Mellon Asset Management
Industry Investment Management
Experience
Standish Mellon Asset Management   Product ManagerFidelity Investments1997 - 1999

Education
Babson College - Franklin W. Olin Graduate School of Business   1999 — 2002

Keith Traverse Keith Traverse Greater Boston Area Details
Keith Traverse's Standish Mellon Asset Management Experience August 2005 - January 2008
Job Associate Vice President at FICAM
Industry Financial Services
Experience
BNY Mellon (Fixed Income and Cash Asset Management)   2008 - Present
BNY Mellon  August 2005 - January 2008
Standish Mellon Asset Management   August 2005 - January 2008
mellon financial  September 1999 - July 2005
JET program  July 1998 - July 1999

Education
Boston University   2008 — 2011
MBA, Stategic business analysis

Boston University Questrom School of Business   2008 — 2011
MBA, finance

Boston College   1994 — 1998
bachelor of arts, psychology

Clark Orsky Clark Orsky Greater Boston Area Details
Clark Orsky's Standish Mellon Asset Management Experience October 2010 - Present
Job at Standish Mellon Asset Management
Industry Investment Management
Experience
Standish Mellon Asset Management   October 2010 - Present
State Street Global Advisors  September 2008 - October 2010
KDP Investment Advisors  November 1998 - September 2008

Education
Babson College   1983 — 1984
BS, Finance

Nate Earle Nate Earle Boston, Massachusetts Details
Nate Earle's Standish Mellon Asset Management Experience September 2013 - Present
Job LDI Product Manager at Standish Mellon Asset Management
Industry Financial Services
Experience
Standish Mellon Asset Management   September 2013 - Present
Bank of America  June 2012 - August 2012
PIMCO  March 2009 - June 2011
PIMCO  June 2007 - March 2009

Skills
Financial Modeling, Fixed Income, Bloomberg, Investments, Derivatives, Mutual Funds, Microsoft Excel, Capital Markets, Finance, PowerPoint, Portfolio Management, Valuation, Excel, Matlab, Barclays Point

Education
Kellogg School of Management   2011 — 2013
Master of Business Administration (MBA), Finance, Accounting, Management & Organizations, 3.6

Bates College   2003 — 2007
B.A., Economics, 3.5

Eileen Rong Eileen Rong Washington D.C. Metro Area Details
Eileen Rong's Standish Mellon Asset Management Experience September 1998 - December 2003
Job Senior Financial Officer at International Finance Corporation
Industry Investment Management
Experience
World Bank Group  September 2014 - Present
IFC - International Finance Corporation  January 2003 - September 2014
Standish Mellon Asset Management   September 1998 - December 2003
UBS Securities Co., Ltd   August 1994 - July 1996
Citi  August 1992 - August 1994

Skills
Capital Markets, Corporate Finance, Financial Analysis, Portfolio Management, Investments, Emerging Markets, Derivatives, Risk Management, Economics, Fixed Income, Investment Banking

Education
Brandeis International Business School   1996 — 1998
MBA, Finance & Economics

Fudan University   1988 — 1992
B.S., Management Science

Hugh Tuomey Hugh Tuomey Greater Boston Area Details
Hugh Tuomey's Standish Mellon Asset Management Experience September 2008 - May 2010
Job Director at Scotiabank
Industry Investment Management
Experience
Scotiabank Global Banking and Markets  May 2010 - Present
Standish Mellon Asset Management   September 2008 - May 2010
Cambridge Place Investment Management  June 2007 - August 2008
Deutsche Bank Securities  July 2005 - March 2007
JP Morgan  April 2004 - July 2005
Goldman Sachs  November 1992 - March 2004

Skills
Fixed Income, Hedge Funds, Derivatives, Capital Markets, Asset Managment, Portfolio Management, Trading, Investments, Equities, Alternative Investments, Bloomberg, Series 7, Investment Banking, Emerging Markets, Series 63

Education
Loyola University Chicago School of Law
JD

Fairfield University   1980 — 1983
Bachelor of Arts (B.A.), economics

Greg Curran Greg Curran Greater Pittsburgh Area Details
Greg Curran's Standish Mellon Asset Management Experience 1995 - 2008
Job VP and Senior Investment Advisor at PNC Wealth Management
Industry Investment Management
Experience
PNC Wealth Management  August 2012 - Present
AAM Company   September 2008 - August 2012
Standish Mellon Asset Management   1995 - 2008
Bank of New York Mellon, Standish Mellon Asset Management, Mellon Bond Associates   1995 - 2008
Salomon Brothers  February 1986 - July 1995

Skills
Investments, Portfolio Management, Bonds, Investment Management, Fixed Income, Risk Management, Asset Managment, Financial Modeling, Securities, Asset Allocation, Strategic Financial..., Investment Strategies, Wealth Management, Strategy, Hedge Funds, Estate Planning, Asset Management, Bloomberg, Capital Markets, Banking, Mutual Funds, Retirement Planning, Financial Risk

Education
Babson College - Franklin W. Olin Graduate School of Business   1984 — 1985
Post-MBA Program, Business

Northeastern University   1980 — 1982
M.S. in Engineering, Operations Research, Industrial Engineering

Ursinus College   1976 — 1980
B.S., Physics

Mark Flinn, CFA Mark Flinn, CFA United States Details
Mark Flinn, CFA's Standish Mellon Asset Management Experience 2000 - 2004
Job Managing Director, Head of US Relationship Management
Industry Investment Management
Experience
Manulife Asset Management  2009 - Present
State Street Global Advisors  2005 - 2008
State Street Research  2004 - 2005
Standish Mellon Asset Management   2000 - 2004

Skills
Management, Alternative Investments, Asset Allocation, Investment Management, Relationship Management, Pensions, Mutual Funds, Investments, Fixed Income, Persuasive Presentations, Asset Managment, Asset Management

Education
CFA Institute   2005 — 2008
CFA, Finance

Assumption College   1993 — 1997
BA, Economics

Jakob Bak Jakob Bak Greater New York City Area Details
Jakob Bak's Standish Mellon Asset Management Experience 2004 - 2006
Job Director Emerging Markets
Industry Financial Services
Experience
MacKay Shields  April 2011 - Present
Bank of New York Mellon  2007 - 2011
Standish Mellon Asset Management   2004 - 2006
Pareto Investment Management Limited   2000 - 2004

Skills
Portfolio Management, Fixed Income

Education
Ohio University   1994 — 2000
PhD, Physics

Cornell University   1989 — 1993
BA, Physics, Economics

Jane Flinn Jane Flinn Greater Boston Area Details
Jane Flinn's Standish Mellon Asset Management Experience January 2000 - June 2006
Job Investment Analyst at Natixis Global Associates
Industry Investment Management
Experience
Natixis Global Asset Management  July 2006 - October 2011
Standish Mellon Asset Management   January 2000 - June 2006
Congress Asset Management  March 1997 - January 2000

Education
Brigham Young University   1991 — 1996
B.S., Psychology

Boris Kozorez Boris Kozorez Greater Boston Area Details
Boris Kozorez's Standish Mellon Asset Management Experience April 2009 - Present
Job Analytics Developer at Standish Mellon Asset Management
Industry Financial Services
Experience
Standish Mellon Asset Management   April 2009 - Present
Wellington Management Group  January 2007 - December 2008
Wellington Management  2001 - 2006

Education
Boston University Questrom School of Business

Jeff Caruso Jeff Caruso Fort Myers, Florida Area Details
Jeff Caruso's Standish Mellon Asset Management Experience March 2000 - May 2005
Job Customer Account Executive at Comcast
Industry Motion Pictures and Film
Experience
Comcast  June 2013 - Present
Walgreens  October 2011 - January 2013
US Census Bureau  April 2010 - July 2010
Gartner, Inc.   April 2007 - July 2008
Gartner, Inc.   July 2005 - April 2007
Standish Mellon Asset Management   March 2000 - May 2005
Scott Free Productions  September 1998 - December 1998
House of Blues  1997 - 1998

Skills
Editing, Management, Business Development, Account Management, Human Resources, Strategy, Sales, Time Management, Leadership

Education
Emerson College   1996 — 1998
B.S., Visual & Media Arts, Concentration: Film

Massachusetts College of Liberal Arts   1994 — 1996
BS, English/Communications

Westford Academy   1990 — 1994
HS Diploma

Richard M. Arnott Richard M. Arnott Greater Boston Area Details
Richard M. Arnott's Standish Mellon Asset Management Experience April 1998 - April 2005
Job President at RMA Consulting LLC
Industry Investment Management
Experience
RMA Consulting LLC   August 2014 - Present
State Street Global Advisors, Inc.   2009 - August 2014
RMA Consulting.   February 2009 - October 2009
State Street Gloabl Advisors, Inc.   April 2005 - January 2009
Standish Mellon Asset Management   April 1998 - April 2005

Skills
Capital Markets, Fixed Income, Portfolio Management, Hedge Funds, Asset Managment, ABS, Asset Management, Credit, Bloomberg, Structured Products

Education
Bentley University   1998 — 2002
Master of Science (M.S.), Global Financial Analysis

University of Massachusetts Boston   1986 — 1990
Bachelor of Science (B.S.), Accounting

Gordon Haight, CFA Gordon Haight, CFA Greater Boston Area Details
Gordon Haight, CFA's Standish Mellon Asset Management Experience October 2001 - July 2006
Job Sr Product Manager at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments  August 2012 - Present
Fidelity Investments  February 2010 - June 2012
Evergreen Investments  June 2008 - November 2009
Investment Technology Group  2006 - 2008
Standish Mellon Asset Management   October 2001 - July 2006
The Boston Company  1998 - 2001

Skills
Fixed Income, Credit, Bloomberg, Equities, Series 7, Hedge Funds, Mutual Funds, Asset Management, Portfolio Management, Series 63, Alternative Investments, Asset Allocation, Investments, Securities, Investment Management

Education
D'Amore-McKim School of Business at Northeastern University
MBA, Finance

Saint Lawrence University
Bachelor of Science (BS), Political Science and Government

Gail Sweeney, CFA Gail Sweeney, CFA Greater Boston Area Details
Gail Sweeney, CFA's Standish Mellon Asset Management Experience September 2011 - June 2015
Job Quantitative Analyst at MFS
Industry Investment Management
Experience
MFS Investment Management  August 2015 - Present
Standish Mellon Asset Management   September 2011 - June 2015
Sun Life Financial  August 2010 - September 2011
Sun Life Financial  June 2010 - August 2010
Boston College  September 2009 - June 2010
Fletcher Spaght, Inc  2005 - 2008

Skills
Financial Modeling, Due Diligence, Valuation, Fixed Income, Portfolio Management, Barclays POINT, Quantitative Analysis, Competitive Analysis, Asset Management, Barclays Point, Bloomberg, Investment Strategies, Investments, Alternative Investments, Financial Analysis, Data Analysis, Teamwork, Quantitative Analytics, Hedge Funds, Equities, Asset Allocation, Report Writing, Thought Leadership, Institutional..., Equity Research, Securities, Analysis

Education
Boston College - Wallace E. Carroll Graduate School of Management   2009 — 2010
Master of Science in Finance

Dartmouth College   2004 — 2005
MEM, Master of Engineering Management

Dartmouth College   2003 — 2004
BE, Bachelor of Engineering (BS equivalent)

Dartmouth College   1999 — 2003
AB (Bachelor of Arts), Economics and Engineering Science (double major)

Peter Milczarek Peter Milczarek Boston, Massachusetts Details
Peter Milczarek's Standish Mellon Asset Management Experience August 2010 - February 2012
Job VP, Sr Analyst Santander Global Banking & Markets
Industry Banking
Experience
Santander Bank, N.A.   May 2013 - Present
Santander Bank, N.A.   March 2012 - May 2013
Standish Mellon Asset Management   August 2010 - February 2012
Putnam Investments  July 2007 - August 2010
Investors Bank & Trust  February 2006 - June 2007
Eastern Bank  2005 - 2006
The May Institute  June 2005 - August 2005

Skills
VBA, SQL, Portfolio Analysis, Risk Management, Risk Analysis, Fixed Income, Barclays POINT, Hedging, FX Hedging, Cash Management, Asset Allocation, Modeling, Quantitative Analysis, Qualitative Research, Interest Rate..., Country Risk Analysis, Credit Derivatives, Capital IQ, Factset, Application Development, Technology Integration, Process Optimization, Data Analysis, Query Optimization, Performance Analysis, Data Mining, Bloomberg, InvestorTools Perform, C++, R, MySQL, Microsoft Office, Fund Analysis, Python, Kondor Global Risk, Counterparty Risk, Quantitative Analytics, Portfolio Management, Analysis, FX Options, Asset Management, Mutual Funds

Education
University of Massachusetts Boston   2015 — 2016
Fellow - Emerging Leaders Program - Center for Collaborative Leadership

Boston University   2008 — 2009
MS, Investment Management

Boston University Questrom School of Business   2008 — 2009
Masters, Investment Management

Salem State University   2003 — 2006
B.S, Finance, Economics

Frederick Chiu Frederick Chiu Greater Boston Area Details
Frederick Chiu's Standish Mellon Asset Management Experience October 1990 - August 1998
Job Emerging Markets Trading at GMO
Industry Financial Services
Experience
GMO  August 1998 - Present
Grantham, Mayo, Van Otterloo & Co LLC   1998 - Present
Standish Mellon Asset Management   October 1990 - August 1998

Skills
Fixed Income, Equity Research, Hedge Funds, Alternative Investments, Derivatives, Mutual Funds, Asset Managment, Investments, ETFs

Education
Boston University   1994 — 1998
BS, Management

Boston University - School of Management   1994 — 1998
BS, Finance, Marketing

Anthony Honko Anthony Honko Greater Pittsburgh Area Details
Anthony Honko's Standish Mellon Asset Management Experience January 2013 - Present
Job Portfolio Manager at Standish Asset Management
Industry Investment Management
Experience
Standish Mellon Asset Management   January 2013 - Present
BNY Mellon  January 2007 - December 2012
Federated Investors  November 1998 - January 2007
SEI  1997 - 1998

Skills
Portfolio Management, Fixed Income, Bloomberg, Equities, Hedge Funds, Alternative Investments, Asset Management, Derivatives, Asset Allocation, Capital Markets, Mutual Funds, Securities, Investments, Bonds, Investment Management

Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business   2000 — 2003
MBA, Economics

DeSales University   1993 — 1997
BS, Finance

Bryan Steele Bryan Steele Greater Pittsburgh Area Details
Bryan Steele's Standish Mellon Asset Management Experience November 2013 - Present
Job Senior Structured Product Trader at Standish Mellon Asset Management
Industry Financial Services
Experience
Standish Mellon Asset Management   November 2013 - Present
CastleOak Securities, L.P.   July 2013 - October 2013
Direct Access Partners  February 2013 - May 2013
Robert W. Baird & Co.   April 2010 - February 2013
BNY Mellon Cash Investment Strategies   March 2007 - May 2010
Standish Mellon Asset Management   April 2007 - December 2008
BNY Mellon  2005 - 2007

Skills
Fixed Income, Bloomberg, Portfolio Management, Asset Managment, Bonds, Capital Markets, Investments, Investment Management, Structured Finance, Financial Modeling, Series 7, Asset Management, Asset Allocation, Securities, Structured Products

Education
Carnegie Mellon University - Tepper School of Business   2003 — 2005
Master of Business Administration (MBA), Accounting and Finance

Muhlenberg College   1996 — 2000
Bachelors, Finance

Colyar Pridgen, FSA, CFA Colyar Pridgen, FSA, CFA Boston, Massachusetts Details
Colyar Pridgen, FSA, CFA's Standish Mellon Asset Management Experience September 2013 - Present
Job Liability Strategist at Standish Mellon Asset Management
Industry Financial Services
Experience
Standish Mellon Asset Management   September 2013 - Present
Towers Watson  November 2009 - August 2013
Towers Watson  August 2006 - October 2009

Education
Cornell University   2002 — 2006
Bachelor of Arts (BA), Economics

Eric Pearlman Eric Pearlman Greater Boston Area Details
Eric Pearlman's Standish Mellon Asset Management Experience September 2004 - January 2008
Job Investment Management Professional
Industry Financial Services
Experience
Wellington Management  February 2008 - December 2008
Standish Mellon Asset Management   September 2004 - January 2008
The Boston Company Asset Management  2003 - 2004

Education
Boston University Questrom School of Business   2002 — 2007
MBA, Finance

Syracuse University   1994 — 1998

Joe Auth Joe Auth Greater Boston Area Details
Joe Auth's Standish Mellon Asset Management Experience 2000 - 2006
Job Portfolio Manager at GMO
Industry Investment Management
Experience
GMO  September 2014 - Present
Harvard Management Company  October 2006 - August 2014
Standish Mellon Asset Management   2000 - 2006
Criimi Mae  1997 - 1998

Education
University of Connecticut   1992 — 1996
MBA

Connecticut College   1987 — 1991

Stephen da Conceicao Stephen da Conceicao Greater Pittsburgh Area Details
Stephen da Conceicao's Standish Mellon Asset Management Experience June 2005 - August 2006
Job Senior Web Developer and Angular fanboy
Industry Computer Software
Experience
WeSpeke  July 2015 - Present
Skyword Inc.  August 2014 - July 2015
Skyword Inc.  February 2012 - July 2014
Skyword Inc.  December 2010 - February 2012
Carnegie Speech  April 2010 - December 2010
Carnegie Speech  September 2006 - April 2010
Standish Mellon Asset Management   June 2005 - August 2006
Duquesne University  August 2001 - June 2005

Skills
JavaScript, AngularJS, PHP, jQuery, HTML, CSS, Web Development, AJAX, Java, LESS, Test Driven Development, Joomla, Flash, SQL, Web Design, WordPress, Drupal, XML, Photoshop, JSP, Actionscript, Eclipse, Struts2, Illustrator, Dreamweaver, Visual Basic, MySQL

Education
Duquesne University   2001 — 2006
BSBA, Information Systems Management

Duquesne University   2001 — 2006
BA, Interactive Media

Jackie Maurer Jackie Maurer Greater Boston Area Details
Jackie Maurer's Standish Mellon Asset Management Experience March 2010 - March 2012
Job Seasoned product management & marketing leader specializing in change situations and creative solutions
Industry Investment Management
Experience
Standish Mellon Asset Management   March 2010 - March 2012
MFS Investment Management  March 2007 - November 2008
Babson Capital Management  May 2000 - October 2006
State Street Research  April 1992 - May 2000

Education
Babson College - Franklin W. Olin Graduate School of Business   1994 — 1999
MBA, Marketing, Finance, Organization

Bryn Mawr College   1982 — 1986
A.B., Economics, Political Science

Thomas Casey Thomas Casey Greater Boston Area Details
Thomas Casey's Standish Mellon Asset Management Experience September 1993 - Present
Job Senior Portfolio Manager Vice President at Standish Mellon Asset Management
Industry Investment Management
Experience
Standish Mellon Asset Management   September 1993 - Present

Education
Boston College - Wallace E. Carroll Graduate School of Management   1994 — 1996
MBA, Finance

Boston College   1985 — 1989
BA, Economics

Alison (Lindblom) Swallow Alison (Lindblom) Swallow Greater Boston Area Details
Alison (Lindblom) Swallow's Standish Mellon Asset Management Experience January 2002 - November 2004
Job Financial Services Professional
Industry Financial Services
Experience
Wellington Management  July 2007 - December 2008
The Boston Company  November 2004 - June 2007
Standish Mellon Asset Management   January 2002 - November 2004
Standish Mellon Asset Management   June 2000 - January 2002
Investors Bank & Trust  July 1999 - June 2000

Education
Suffolk University - Sawyer Business School   2002 — 2005
MBA, Finance

Connecticut College   1995 — 1999
BA, Economics

Steven Gold CFA Steven Gold CFA Greater Boston Area Details
Steven Gold CFA's Standish Mellon Asset Management Experience 1994 - 2003
Job Principal & Lead Portfolio Manager at Placera Capital Management
Industry Financial Services
Experience
Placera Capital Management, LLC   April 2012 - Present
Turner Investments, L.P.   August 2011 - April 2012
Turner Investments  June 2004 - August 2011
Standish Mellon Asset Management   1994 - 2003

Skills
Hedge Funds, Equities, Asset Managment, Investments, Equity Research, Portfolio Management, Investment Management, Mutual Funds

Education
Temple University - Fox School of Business and Management   1977 — 1979
Concentration in Risk Management

Case Western Reserve University   1972 — 1976
BA, History

Thomas Connelley, CFA Thomas Connelley, CFA Greater Boston Area Details
Thomas Connelley, CFA's Standish Mellon Asset Management Experience 2001 - 2003
Job Vice President at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors  May 2003 - Present
Standish Mellon Asset Management   2001 - 2003
The Boston Company Asset Management  1994 - 2001

Skills
Fixed Income, Portfolio Management, Asset Management, Bonds, Trading, ETFs, Structured Products, Credit, Securities Lending, MBS, ABS, Money Market

Education
Bryant University   1987 — 1990
BS, Finance

Raymond Kubiak, CFA Raymond Kubiak, CFA Greater Boston Area Details
Raymond Kubiak, CFA's Standish Mellon Asset Management Experience 2008 - 2009
Job Portfolio Manager/Sr. Analyst at Longfellow Investment Management Co.
Industry Investment Management
Experience
Longfellow Investment Management Co.  January 2010 - Present
Standish Mellon Asset Management   2008 - 2009
Lee Munder Capital Group  2006 - 2008
Standish Mellon Asset Management   2001 - 2006
Standish Ayer & Wood  1988 - 2001
Moodys Investor Services  1984 - 1987

Education
Boston College - Wallace E. Carroll Graduate School of Management
MS

University of Pittsburgh - Graduate School of Publiic and International Affairs   1979 — 1981
MPA

Canisius College   1975 — 1979
BA

Paul Herlihy Paul Herlihy Greater Boston Area Details
Paul Herlihy's Standish Mellon Asset Management Experience April 2001 - July 2008
Job Manager of Data Services Support at BNYMellon
Industry Financial Services
Experience
BNYMellon  2007 - Present
Standish Mellon Asset Management   April 2001 - July 2008
Standish, Ayer & Wood, Inc.   August 1994 - April 2001
Wellington Management Company  1992 - 1994
Wellington Management Company  1987 - 1992
Wellington Management Company  1985 - 1986

Skills
Video Technologies, Management, Software Documentation, Asset Management, Equities, Video, Access, Networking, Security, Switches, Disaster Recovery, Wireless, Telecommunications, Analysis, Project Management, Integration, Data Warehousing, Firewalls, Portfolio Management, Risk Management, SDLC, Business Analysis

Education
Villanova University   2008 — 2009
Certificate, Project Management

Northeastern University   1988 — 1990
Certificate, Telecommunications Technology

Bridgewater State University   1980 — 1985
BS, Management Science

Kathryn Coit Kathryn Coit Greater Boston Area Details
Kathryn Coit's Standish Mellon Asset Management Experience July 2001 - February 2006
Job AP Supervisor at Charles River Associates,
Industry Management Consulting
Experience
CRA International  February 2006 - Present
Standish Mellon Asset Management   July 2001 - February 2006
Standish Ayer & Wood  November 1999 - July 2001
General Investment & Development  June 1994 - March 1999
Winthrop Managment   August 1989 - June 1994
First Winthrop Corp  August 1989 - June 1994

Skills
Accounts Payable, Accruals, Account Reconciliation, Financial Reporting, General Ledger, Invoicing, Accounting, Financial Analysis, Expenses, Journal Entries, Sarbanes-Oxley Act, SEC filings, Budgets, Due Diligence, GAAP, Revenue Recognition, Fixed Assets, Finance, Variance Analysis, Microsoft Dynamics SL, Cash Management, Accounts Receivable, Internal Controls, US GAAP

Education
Bunker Hill Community College   1984 — 1987
Associates, Liberal Arts

Ryan Lambert Ryan Lambert Greater Boston Area Details
Ryan Lambert's Standish Mellon Asset Management Experience June 2012 - Present
Job FX Trader at Standish Mellon Asset Management
Industry Financial Services
Experience
Standish Mellon Asset Management   June 2012 - Present
Standish Mellon Asset Management   October 2009 - June 2012
Standish Mellon Asset Management   October 2008 - October 2009
Enterprise Bank (Enterprise Bancorp)   June 2007 - October 2008
BAE Systems  June 2006 - August 2006

Skills
Foreign Exchange, Investment Management, Fixed Income, Fixed Income Analysis, Fixed Income Portfolio..., Fixed Income Strategies

Education
Bentley University   2003 — 2007
Bachelors of Science, Economics & Finance

Jim Conway Jim Conway Boston, Massachusetts Details
Jim Conway's Standish Mellon Asset Management Experience May 1998 - June 2005
Job Senior Project Manager at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management  2014 - Present
Simmons College  2013 - 2014
Director - IT at GMO Asset Management   July 2006 - December 2011
Standish Mellon Asset Management   May 1998 - June 2005
Verizon  1984 - 1997

Skills
Vendor Management, Financial Services, Investments, Management, Mutual Funds, Investment Management, Software Project..., Asset Managment, Hedge Funds, Derivatives, Trading Systems, Bloomberg, Capital Markets, Risk Management, Business Analysis, Integration, Relationship Management, Securities, Asset Management, IT Strategy, Operational Control, Mission Critical Systems, Data Warehousing, Enterprise Data..., Real Time Systems

Education
D'Amore-McKim School of Business at Northeastern University   1992 — 1994
MBA, Business

Bentley University   1982 — 1988
BS, Management

Raman Srivastava, CFA Raman Srivastava, CFA Greater Boston Area Details
Raman Srivastava, CFA's Standish Mellon Asset Management Experience October 2012 - Present
Job Deputy CIO, Managing Director Global Fixed Income at Standish Mellon
Industry Financial Services
Experience
Standish Mellon Asset Management   October 2012 - Present
Putnam Investments  July 1999 - October 2012

Skills
Portfolio Management, Fixed Income, Risk Management, Equities, Asset Allocation, Asset Management, Derivatives, Alternative Investments, Mutual Funds, Bloomberg, Investment Management, Investments, Investment Strategies, Securities, Bonds, Capital Markets

Education
Carnegie Mellon University - Tepper School of Business   1998 — 1999
MSCF, Finance

University of Waterloo   1993 — 1998

Matt Fontaine, CFA Matt Fontaine, CFA Greater Boston Area Details
Matt Fontaine, CFA's Standish Mellon Asset Management Experience January 2011 - Present
Job Senior Portfolio Manager at Standish Mellon Asset Management
Industry Investment Management
Experience
Standish Mellon Asset Management   January 2011 - Present
Stage Harbor Capital   July 2006 - December 2010
Sirios Capital Management  April 2001 - July 2006
The Boston Company Asset Management  June 1994 - April 2001
MFS Investment Management  December 1986 - June 1994

Skills
Equities, High Yield, Hedge Funds, Asset Management, Bloomberg, Capital Markets, Portfolio Management, Credit, Investments, Bonds, Investment Banking, Fixed Income, Asset Allocation, Private Equity, Trading, Alternative Investments, Financial Markets, Securities, Equity Research, Valuation, Investment Management, Emerging Markets, Fund Of Funds, Equity Valuation, Mutual Funds, Investment Strategies

Education
Boston College - Wallace E. Carroll Graduate School of Management   1987 — 1991
MBA

Hobart and William Smith Colleges   1982 — 1986
BA, History

Andrew Catalan Andrew Catalan Greater Boston Area Details
Andrew Catalan's Standish Mellon Asset Management Experience October 2001 - Present
Job Standish Mellon Asset Management and Sr. Portfolio Manager
Industry Investment Management
Experience
Standish Mellon Asset Management   October 2001 - Present
Standish Mellon Asset Management   2001 - 2010
The Boston Company Asset Management  1999 - 2001

Skills
Fixed Income, Investments, Portfolio Management, Credit, High Yield, Bloomberg, Alternative Investments, LDI, Financial Modeling, Investment Management, Asset Allocation, Asset Management, Bonds

Education
Boston College - Wallace E. Carroll Graduate School of Management   1990 — 1992
M.S. Finance, Finance

Suffolk University - Sawyer Business School   1986 — 1989
MBA, Finance

Bentley University   1981 — 1985
B.S., Finance

Bentley University   1981 — 1985

Xavier H.S.   1977 — 1981

Jeremy Brady Jeremy Brady Greater Boston Area Details
Jeremy Brady's Standish Mellon Asset Management Experience 1998 - 2002
Job Financial Services Professional
Industry Financial Services
Experience
Putnam Investments  2002 - 2009
Standish Mellon Asset Management   1998 - 2002

Skills
Derivatives, Trading, Prime Brokerage

Education
St. John's University School of Law   1992 — 1994
J.D., Law

Boston University   1987 — 1991
Bachelor's, Political Science and Economics

Middletown South

Maura Caporale Maura Caporale Greater Boston Area Details
Maura Caporale's Standish Mellon Asset Management Experience Research AnalystStandish BNY Mellon Asset Management2001 - Present
Job Research Analyst at Standish Mellon Asset Management
Industry Investment Management
Experience
Standish Mellon Asset Management   Research AnalystStandish BNY Mellon Asset Management2001 - Present
The Boston Company  1995 - 2001

Education
D'Amore-McKim School of Business at Northeastern University   1994 — 1997
MBA, Business

Suffolk University   1983 — 1987
BA, Economics

Flaubert Tarek Flaubert Tarek Greater Boston Area Details
Flaubert Tarek's Standish Mellon Asset Management Experience January 2015 - Present
Job Client Service Associate at Standish
Industry Financial Services
Experience
Standish Mellon Asset Management   January 2015 - Present
BNY Mellon  July 2012 - January 2015
BNY Mellon  June 2010 - July 2012
Bank of New York Mellon  June 2008 - May 2010
Bank of New York Mellon  July 2007 - June 2008

Skills
Fixed Income, Financial Analysis, Financial Modeling, Mutual Funds, Asset Management, Investments, Securities, Operations Management, Bloomberg, Portfolio Management, Management, Valuation, Asset Allocation, Reporting & Analysis, Banking, Alternative Investments, Financial Reporting, Bloomberg Terminal, Analysis, Financial Services, Access, Financial Risk, Equities, Risk Management, Data Analysis, Business Analysis, Cash Management, CRM, Microsoft Excel, Wealth Management, Process Improvement, Sarbanes-Oxley Act

Education
Boston University - School of Management   2009 — 2013
Masters of Business Administration (MBA), MBA

University of Massachusetts, Amherst   2002 — 2007
BA, Economics

Ed Doherty Ed Doherty Greater Boston Area Details
Ed Doherty's Standish Mellon Asset Management Experience January 1996 - September 2002
Job Director Investment Grade Credit Sales at RBC Capital Markets
Industry Investment Management
Experience
RBC Capital Markets  January 2014 - Present
Wellington Management  September 2002 - January 2014
Standish Mellon Asset Management   January 1996 - September 2002
Standish  1996 - 2002
Chase Global Services   1992 - 1997
Chase Global Services   1992 - 1997
Oppenheimer Capital  1991 - 1994

Education
Boston College - Wallace E. Carroll Graduate School of Management   1997 — 2000
MBA

Bentley University   1985 — 1989

Jamie Alano Jamie Alano Greater Boston Area Details
Jamie Alano's Standish Mellon Asset Management Experience June 2003 - December 2003
Job VP, Risk and Compliance at BOX Options Exchange
Industry Financial Services
Experience
BOX Options Exchange  June 2014 - Present
BOSTON OPTIONS EXCHANGE REGULATION   February 2012 - Present
TradeStation Securities  October 2010 - May 2012
Flector Maynard   2009 - 2010
International Securities Exchange  September 2008 - April 2009
Boston Options Exchange  July 2005 - September 2008
Moors & Cabot  June 2004 - December 2004
Standish Mellon Asset Management   June 2003 - December 2003
Detwiler Mitchell Fenton & Graves   June 2002 - December 2002

Skills
Options, Equities, Trading, Fixed Income, Analysis, Hedge Funds, Finance, Equity Derivatives, Securities, Market Data, Bonds, Mutual Funds, Bloomberg, Portfolio Management, FINRA, Series 7, Series 63, Electronic Trading, Derivatives, Trading Systems

Education
George Mason University   2013 — 2013
Graduate Certificate in Internal Audit, Risk Management

Northeastern University   2000 — 2005
Bachelor of Science in Business Administration, Finance

Robin Buhrer Robin Buhrer Greater Boston Area Details
Robin Buhrer's Standish Mellon Asset Management Experience 1995 - 2005
Job Director of Client Services at Convexity Capital Management LP
Industry Investment Management
Experience
Convexity Capital Management LP  October 2005 - Present
Standish Mellon Asset Management   1995 - 2005
Massachusetts Financial Services (MFS)   1987 - 1995

Skills
Alternative Investments, Portfolio Management, Securities, Hedge Funds, Fixed Income, Investment Management, Equities, Asset Management, Investments, Mutual Funds, Asset Allocation, Bloomberg, Series 63, Investment Strategies, Series 7, Financial Services

Education
Babson College - Franklin W. Olin Graduate School of Business   1991 — 1993
MBA, Finance

Saint Anselm College   1982 — 1986
Bachelor of Arts, Business

Benjamin Keating, CFA Benjamin Keating, CFA Boston, Massachusetts Details
Benjamin Keating, CFA's Standish Mellon Asset Management Experience 1993 - 2002
Job Vice President at Wellington Management
Industry Investment Management
Experience
Wellington Management  2012 - Present
Hartford Investment Management  2005 - 2012
Capital Advisors Group  2002 - 2005
Standish Mellon Asset Management   1993 - 2002

Skills
Fixed Income, Portfolio Management, Investments, Investment Strategies, Alternative Investments, Asset Allocation, Mutual Funds, Asset Management, Investment Management, Equities, Series 7, Securities, Capital Markets, Series 63, Equity Research, Bonds, Derivatives, Emerging Markets, Valuation, Financial Modeling, Financial Services, Trading, Investment Advisory

Education
Boston University Questrom School of Business
M.B.A., Finance

Siena College
B.S. Finance, Finance, Accounting

Douglas Reich Douglas Reich Greater Boston Area Details
Douglas Reich's Standish Mellon Asset Management Experience August 2013 - May 2015
Job Quantitative Analyst at Standish Mellon Asset Management
Industry Investment Management
Experience
Standish Mellon Asset Management Company LLC  June 2015 - Present
Standish Mellon Asset Management   August 2013 - May 2015
Sabbatical  March 2012 - September 2013
Standish Mellon Asset Management   January 2010 - March 2012
QED Capital Management   May 2009 - October 2009
Ithaca Partners, L.P.   May 2007 - May 2009

Skills
Fixed Income, Market Risk, Quantitative Analytics, Quantitative Finance, VBA, Financial Modeling, Derivatives, Bloomberg, R, Investments, Capital Markets

Education
Baruch College, City University of New York (CUNY)   2008 — 2009
M.S., Financial Engineering

Harvey Mudd College   2003 — 2007
B.S., Mathematics

Christopher Sabo, CFA Christopher Sabo, CFA Boston, Massachusetts Details
Christopher Sabo, CFA's Standish Mellon Asset Management Experience October 2014 - Present
Job Portfolio Analyst at Standish Mellon Asset Management
Industry Investment Management
Experience
Standish Mellon Asset Management   October 2014 - Present
Standish Mellon Asset Management   December 2012 - October 2014
JPMorgan  June 2010 - December 2012
Morgan Stanley Smith Barney  May 2008 - August 2009
Bear Stearns  May 2005 - August 2007

Skills
Series 7, Series 63

Education
Babson College   2006 — 2010
B.S., Finance, Entrepreneurship

Cushing Academy   2001 — 2004

Delbarton School   1998 — 2001

Lonnie Hill Lonnie Hill Greater Los Angeles Area Details
Lonnie Hill's Standish Mellon Asset Management Experience February 2010 - June 2012
Job Analyst Finance MBA Development Program at Chevron
Industry Oil & Energy
Experience
Chevron  August 2014 - Present
Chevron  May 2013 - August 2013
Standish Mellon Asset Management   February 2010 - June 2012
Sankaty Advisors  June 2008 - February 2010

Skills
Financial Modeling, Bloomberg, Economics, Corporate Finance, Financial Analysis, Investments, Fixed Income, Capital Markets, Asset Management, Investment Management, Valuation, Financial Accounting, Portfolio Management, Municipal Bonds, Financial Statement..., Capital IQ, Finance, Asset Allocation, Credit Analysis, Oil & Gas

Education
Cornell University - Johnson Graduate School of Management   2012 — 2014
Master of Business Administration (MBA)

INCAE Business School   2014 — 2014

Brown University   2002 — 2007
Bachelor of Arts (B.A.), Economics

David R. Morse, CFA David R. Morse, CFA Greater Boston Area Details
David R. Morse, CFA's Standish Mellon Asset Management Experience January 2014 - Present
Job Portfolio Manager at Standish Mellon Asset Management
Industry Investment Management
Experience
Standish Mellon Asset Management   January 2014 - Present
Standish Mellon Asset Management   July 2010 - December 2013
Standish Mellon Asset Management   April 2008 - July 2010
Standish Mellon Asset Management   April 2006 - April 2008
Merrill Lynch  August 2004 - April 2006
PwC  September 1998 - August 2002

Skills
Investments, Portfolio Management, Derivatives, Trading, Options, Strategy, Structured Products, Fixed Income, Asset Management, Alternative Investments, Asset Allocation

Education
Boston College - Wallace E. Carroll Graduate School of Management   2002 — 2004
MBA/MSF, Finance

Lafayette College   1994 — 1998
Bachelor of Arts (B.A.), Mathematics and Economics

Suffield Academy   1990 — 1994

Anthony Criscuolo, CFA Anthony Criscuolo, CFA Greater Boston Area Details
Anthony Criscuolo, CFA's Standish Mellon Asset Management Experience January 1998 - Present
Job Director of Relationship Management at Standish Mellon Asset Management
Industry Investment Management
Experience
Standish Mellon Asset Management   January 1998 - Present
Anthem Blue Cross and Blue Shield of CT   July 1977 - December 1997

Education
Fairfield University
MSF, Finance

Quinnipiac University - School of Business
BS, Finance

Jennifer Mundy Jennifer Mundy Greater Boston Area Details
Jennifer Mundy's Standish Mellon Asset Management Experience 1995 - November 2006
Job VP Asset Mgmt Technology Portfolio & Trading Services
Industry Financial Services
Experience
BNY Mellon  February 2008 - Present
GMO  2006 - 2008
Standish Mellon Asset Management   1995 - November 2006
Copley Real Estate Advisors  1988 - 1995

Education
Bentley University   1985 — 1989
Bachelor of Science (BS), Computer Information Systems

Bentley University   1985 — 1989
Bachelor of Science (B.S.), Computer and Information Sciences and Support Services

Brendan Murphy Brendan Murphy Boston, Massachusetts Details
Brendan Murphy's Standish Mellon Asset Management Experience May 2005 - Present
Job Senior Portfolio Manager at Standish Mellon Asset Management
Industry Investment Management
Experience
Standish Mellon Asset Management   May 2005 - Present
State Street Research  August 1996 - January 2005
State Street Research  1997 - 2005

Skills
Fixed Income, Bloomberg, Asset Allocation, Investment Management, Asset Management, Investment Strategies, Portfolio Management, Mutual Funds, Bonds, Derivatives, Securities, Investments, Capital Markets, High Yield

Education
School name:   1990 — 1994
Bachelor's degree, Economics

Trinity College-Hartford   1990 — 1994
BA, Economics

Choate Rosemary Hall   1986 — 1990

Scott Krattenmaker Scott Krattenmaker Greater Boston Area Details
Scott Krattenmaker's Standish Mellon Asset Management Experience October 1999 - July 2008
Job Executive Director, Institutional Sales at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley  November 2010 - Present
Pioneer Investments  July 2008 - October 2010
Standish Mellon Asset Management   October 1999 - July 2008
Fidelity Investments  May 1997 - October 1999
Sallie Mae  April 1992 - May 1997

Skills
Hedge Funds, Asset Managment, Asset Allocation, Fixed Income, Investments, Equities, Portfolio Management, Mutual Funds, Alternative Investments, Series 7, Capital Markets, Series 63, Securities, Relationship Management, Bloomberg

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   1995 — 1999
MBA, Finance

University of Richmond   1987 — 1991
BA, Economics

Belmont Hill School   1982 — 1986

Tom Fahey Tom Fahey Greater Boston Area Details
Tom Fahey's Standish Mellon Asset Management Experience May 1999 - May 2010
Job Global Macro Strategist at Loomis Sayles
Industry Investment Management
Experience
Loomis, Sayles & Company   May 2010 - Present
Standish Mellon Asset Management   May 1999 - May 2010
The Bank Credit Analyst (BCA) Research Group   October 1995 - May 1999

Education
Concordia University   1993 — 1996
M.A., Economics

St. Francis Xavier University   1988 — 1991
B.A., Economics

Dave DeBiase Dave DeBiase United States Details
Dave DeBiase's Standish Mellon Asset Management Experience 1998 - 2006
Job Trader at Fidelity Investments
Industry
Experience
Fidelity Investments  September 2006 - Present
Standish Mellon Asset Management   1998 - 2006

Education
Boston College - Carroll School of Management   1998 — 2000
Master of Business Administration (MBA)

Bentley University   1990 — 1994
BS

Ron Grimmel Ron Grimmel Greater Boston Area Details
Ron Grimmel's Standish Mellon Asset Management Experience June 2000 - June 2007
Job DBA/Data Architect at Satuit Technologies
Industry Computer Software
Experience
Satuit Technologies  February 2015 - Present
Federal Home Loan Bank of Boston  November 2013 - November 2014
Mass General Physicians Org   May 2012 - October 2013
The TriZetto Group  October 2011 - May 2012
Gurnet Consulting  January 2011 - August 2011
Rezolve Group INC  November 2010 - January 2011
Xinnovation, Inc   February 2008 - May 2010
Open Channel Solutions  June 2007 - January 2008
Standish Mellon Asset Management   June 2000 - June 2007
Liberty Funds Group  February 1995 - June 2000

Skills
Data Warehousing, Microsoft SQL Server, ETL, Databases, SSIS, SQL, Business Intelligence, SSRS, Database Administration, Performance Tuning, Physical Data Modeling, Cognos, T-SQL, Database Design, .NET, SQL Tuning, Dimensional Modeling, Logical Data Modeling, C#, OLAP, Relational Databases, Informatica, SQL Server, Analysis Services, Windows Azure, Powershell

Education
Boston University Metropolitan College   1983 — 1983
Computer Science

Bridgewater State College   1981 — 1983
Mathematics and Computer Science

Massasoit Community College   1978 — 1981
Data Processing

David Leduc, CFA David Leduc, CFA Greater Boston Area Details
David Leduc, CFA's Standish Mellon Asset Management Experience October 2010 - Present
Job Chief Investment Officer at Standish Mellon Asset Management
Industry Investment Management
Experience
Standish Mellon Asset Management   October 2010 - Present
Standish Mellon Asset Management   July 2006 - May 2011
Standish Mellon Asset Management   August 1999 - June 2006

Skills
Fixed Income, Portfolio Management, Mutual Funds, Investments, Bonds, High Yield, Credit, Asset Allocation, Asset Managment, Bloomberg, Investment Strategies, Investment Management

Education
Boston University Questrom School of Business   1991 — 1993
MBA, Finance

University of Rhode Island   1984 — 1988
BS, Finance and Economics

Douglas Youngman Douglas Youngman Greater New York City Area Details
Douglas Youngman's Standish Mellon Asset Management Experience 1995 - 1997
Job Partner at McDermott Will and Emery
Industry Law Practice
Experience
McDermott Will and Emery  AssociateClifford Chance US LLPSeptember 1998 - May 2004
Scudder Investments  February 1997 - August 1998
Standish Mellon Asset Management   1995 - 1997

Skills
Corporate Law

Education
Boston University School of Law   1993 — 1996
JD

Tufts University   1989 — 1993
BA

Chris Paciello Chris Paciello Greater Boston Area Details
Chris Paciello's Standish Mellon Asset Management Experience September 2007 - August 2010
Job Research Analyst at Penn Capital Management
Industry Investment Management
Experience
Penn Capital Management  April 2012 - Present
Standish Mellon Asset Management   September 2007 - August 2010
Gartmore  July 2003 - July 2007
W.R. Huff Asset Management   February 1999 - February 2003

Skills
High Yield, Equities, Hedge Funds, Portfolio Management, Investment Banking, Bonds, Emerging Markets, Investments, Trading, Mutual Funds, Fixed Income, Relative Value, Asset Managment

Education
Villanova University   2004 — 2008
MBA, Finance

Babson College   1994 — 1998
BS, Entrepreneurship/Finance

Chris Belleville Chris Belleville Greater Boston Area Details
Chris Belleville's Standish Mellon Asset Management Experience 2000 - 2005
Job Vice President AIS Private Equity Fund Services at State Street
Industry Financial Services
Experience
State Street  October 2005 - Present
Standish Mellon Asset Management   2000 - 2005
Investor's Bank and Trust  1996 - 2000

Skills
Private Equity, Alternative Investments, Operations Management, Project Management, Outsourcing Management

Education
Boston University Questrom School of Business   1999 — 2002
M.B.A., Finance

University of Massachusetts, Amherst   1992 — 1996
BA, Economics

Christine Hickey Christine Hickey Greater New York City Area Details
Christine Hickey's Standish Mellon Asset Management Experience 1998 - 2003
Job Real Estate Finance Analyst at Credit Suisse
Industry Banking
Experience
Credit Suisse  March 2014 - Present
Credit Suisse  June 2012 - March 2014
Credit Suisse  June 2008 - June 2012
Credit Suisse  May 2007 - June 2008
Credit Suisse  September 2003 - May 2007
Standish Mellon Asset Management   1998 - 2003

Education
Boston University Questrom School of Business
MSIM, Investment Management

Columbia University in the City of New York
BA, Philosophy

Christine Mai Christine Mai Boston, Massachusetts Details
Christine Mai's Standish Mellon Asset Management Experience January 2014 - June 2014
Job Student interested in Marketing,Financial Services and Accounting. Worked in Client Service jobs
Industry Marketing and Advertising
Experience
Standish Mellon Asset Management   January 2014 - June 2014
CEVA Logistics  February 2013 - June 2013

Education
Northeastern University   2011 — 2016
Bachelor’s Degree, Marketing/Marketing Management, General, Junior

Beijing Language and Culture University   2012 — 2012
Chinese Studies

Boston Latin Academy   2007 — 2011

Diane Ma, CFA Diane Ma, CFA Greater New York City Area Details
Diane Ma, CFA's Standish Mellon Asset Management Experience July 1995 - September 2003
Job Risk Management at Western Asset Management
Industry Financial Services
Experience
Western Asset Management  July 2013 - Present
OppenheimerFunds  October 2003 - February 2013
Standish Mellon Asset Management   July 1995 - September 2003

Skills
Bloomberg, Fixed Income, Equities, Financial Modeling, Chartered Financial..., Derivatives, Alternative Investments, Fixed Income Analysis, Quantitative Finance, Capital Markets, Yield Book, POINT, Perform, VBA, SQL, Matlab, Investments

Education
Boston College - Carroll School of Management
Master of Science (M.S.), Finance

Nankai University
B.A., International Economics

Rutgers University
M.A., A.B.D, Economics

Tricia Loughran Tricia Loughran Greater Pittsburgh Area Details
Tricia Loughran's Standish Mellon Asset Management Experience January 2003 - January 2010
Job
Industry Investment Management
Experience
Dreyfus Corporation  January 2011 - January 2012
THE BANK OF NEW YORK MELLON CORPORATION  January 1993 - January 2012
Cash Investment Strategies   January 2010 - January 2011
Standish Mellon Asset Management   January 2003 - January 2010
Mellon Bond Associates   January 1995 - January 2003
BNY Mellon Securities Lending   January 1993 - January 1995
PNC BANK, NA  January 1987 - January 1993

Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service

Education
Allegheny College

Allegheny College
Bachelor of Science, Mathematics

Chris Barris Chris Barris Greater Boston Area Details
Chris Barris's Standish Mellon Asset Management Experience 2005 - Present
Job Head of Global High Yield Alcentra
Industry Investment Management
Experience
Alcentra  January 2013 - Present
Standish Mellon Asset Management   2005 - Present
State Street Research  2003 - 2005
Credit Suisse  July 2000 - July 2003
Fidelity Investments  July 1996 - August 1998

Skills
High Yield Bonds, Portfolio Management, Fixed Income, High Yield, Leveraged Finance, Bloomberg, Bonds, Alternative Investments, Financial Modeling, Hedge Funds

Education
Columbia Business School   1998 — 2000
Master of Business Administration (MBA), Finance

Hamilton College
Bachelor of Arts (B.A.)

Van Eswara, CFA Van Eswara, CFA Greater Boston Area Details
Van Eswara, CFA's Standish Mellon Asset Management Experience 1993 - 2003
Job Trader at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments  September 2006 - Present
Fidelity Investments  July 2003 - September 2006
Standish Mellon Asset Management   1993 - 2003

Skills
Municipal Bonds, Trading, Fixed Income, Quantitative Analytics, Sports Management, CFA, Portfolio Management, Money Market, Investments, Asset Management

Education
Boston University   2000 — 2002
Master of Business Administration (M.B.A.), Finance

University of Vermont   1988 — 1992
Bachelor of Arts (B.A.), Economics/History

Michael Bixby Michael Bixby Myrtle Beach, South Carolina Details
Michael Bixby's Standish Mellon Asset Management Experience June 1996 - July 2007
Job Brain Coach at Marbles: The Brain Store
Industry Retail
Experience
Marbles: The Brain Store  July 2015 - Present
Self-employed  August 2010 - December 2014
Auntie Vi's Rentals   May 2007 - August 2010
Standish Mellon Asset Management   June 1996 - July 2007

Skills
Management, Retail, Inventory Management, Loss Prevention, Inventory Control, Merchandising, Visual Merchandising, Profit, Store Operations, Retail Sales

Education
Bentley College - Elkin B. McCallum Graduate School of Business
Master's degree, Finance, General

Massachusetts College of Liberal Arts
Bachelor's degree, Business Administration and Management, General

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