Standish Mellon Asset Management

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Standish Mellon Asset Management Employees

Employee
Years
Job
Industry
Allison Healy Allison Healy Boston, Massachusetts Details
Allison Healy's Standish Mellon Asset Management Experience October 2007 - April 2008
Job Illustrator/Designer/Artist
Industry Design
Experience
Rooted Relics   June 2013 - Present
Allison M Healy Illustrator   May 2005 - Present
Orchard Works   December 2011 - Present
Standish Mellon Asset Management   October 2007 - April 2008
Visual Arts, Ltd.   February 2007 - June 2007
Target  February 2007 - May 2007
MSP International Airport   July 2006 - March 2007

Skills
Photoshop, Graphics, Illustration, Graphic Design, Digital Illustration, Typography, Adobe Creative Suite, Layout, InDesign, Illustrator, Drawing, Motion Graphics, Sketching, Painting, Art, Logo Design, Art Direction, Creative Direction, Mac, Posters, Branding, Corporate Identity, Concept Development, Photography

Education
Minneapolis College of Art and Design   2003 — 2006
BFA, Illustration

University of Brighton   2005 — 2005
Illustration / Graphic Design

Northland Community & Technical College   1999 — 2002
AA, Liberal Arts

Katherine Bowes Katherine Bowes Greater Boston Area Details
Katherine Bowes's Standish Mellon Asset Management Experience 1982 - 2002
Job Registered Representative
Industry Financial Services
Experience
Mainsail Advisors   January 2014 - Present
The Quincy Group, Inc   January 2011 - December 2013
Standish Mellon Asset Management   1982 - 2002

Skills
Portfolio Management, Investment Management, Manage Client..., Client Co-ordination

Education
University of Massachusetts, Amherst   1976 — 1981
BBA, Finance

David Kingsley David Kingsley Boston, Massachusetts Details
David Kingsley's Standish Mellon Asset Management Experience September 2011 - Present
Job VP, Operational and Information Risk Officer at Standish Mellon Asset Management Company LLC
Industry Investment Banking
Experience
Standish Mellon Asset Management Company LLC  May 2015 - Present
Standish Mellon Asset Management   September 2011 - Present
Standish Mellon Asset Management   April 2008 - June 2010
Standish Mellon Asset Management   April 2007 - April 2008
Deutsche Bank  June 2006 - February 2007

Skills
Fixed Income, Asset Management, Bloomberg, Securities, Investments, Derivatives, Mutual Funds, Process Improvement, Asset Managment, Trading Systems, Compliance, Charles River IMS, Business Continuity, Disaster Recovery, Investment Advisory, Project Management, UCITS, Barclays Point, Counterparty Risk, Operational Risk..., Liquidity Risk, Information Risk, Cyber-security

Education
Suffolk University - Sawyer School of Management   2013 — 2016
Master of Business Administration (MBA)

University of Maine   2001 — 2005
BA, History, Economics

University of Otago   2004 — 2004

Beverly Dunlap Beverly Dunlap Greater Boston Area Details
Beverly Dunlap's Standish Mellon Asset Management Experience February 2003 - September 2003
Job Senior Copywriter, UX Group, at Monster.com
Industry Computer Software
Experience
Monster.com  June 2015 - Present
IBM  February 2009 - June 2015
Bank of America  January 2006 - August 2008
Evergreen Investments  September 2003 - August 2005
Standish Mellon Asset Management   February 2003 - September 2003
State Street Research & Management Company  June 1999 - September 2002

Skills
SaaS, Lead Generation, Analytics, Product Management, Business Development, Vendor Management, New Business Development, Process Improvement, Financial Services, Account Management, Strategic Planning, Business Analysis, Product Marketing, Project Management, Sales Process, Management, Strategy, Leadership, Sales, Marketing, CRM, Marketing Communications, Enterprise Software, Professional Services, Strategic Partnerships, Sales Management, Solution Selling, Sales Enablement, Cross-functional Team..., Coaching, Demand Generation, Competitive Analysis, Salesforce.com

Education
Ithaca College
BA, Psychology

Nicholas Kolivas Nicholas Kolivas Boston, Massachusetts Details
Nicholas Kolivas's Standish Mellon Asset Management Experience December 2014 - Present
Job Client Service Associate at Standish Mellon Asset Management
Industry Investment Management
Experience
Standish Mellon Asset Management   December 2014 - Present
BNY Mellon  April 2013 - December 2014
BNY Mellon  May 2011 - April 2013
US Army  August 2000 - July 2004

Skills
Accounting, Mutual Funds, Microsoft Office, Investments, Financial Planning, Insurance, Asset Management, Compliance, Asset Allocation, Financial Analysis, Team Leadership, Process Improvement, Redesign, Securities, Portfolio Management, Financial Services, Leadership, Bloomberg, Finance, Bloomberg Terminal, Fixed Income, Alternative Investments, Financial Modeling, Corporate Actions, Fund Accounting, Investment Management, Account Reconciliation, Equities, Fund Administration

Education
Northeastern University
Finance

Keene State College   2005 — 2009
B.A., Economics

Keene High School

Greg Stofman Greg Stofman San Francisco Bay Area Details
Greg Stofman's Standish Mellon Asset Management Experience 2012 - 2013
Job Investment Banker at Arbor Advisors
Industry Investment Banking
Experience
Arbor Advisors  May 2014 - Present
Harvard Management Company  2013 - 2014
Standish Mellon Asset Management   2012 - 2013
OneScreen  2011 - 2012
PurBlu Beverages  2009 - 2012
Union Real Estate Company of Pittsburgh   May 2008 - September 2008

Skills
Finance, Microsoft Excel, Data Analysis, Microsoft Office, Investment Banking, Business Development, Securities Lending, Bloomberg, Mergers & Acquisitions, Trading, PowerPoint, Private Equity, Social Media Marketing, Microsoft Word, Equities

Education
Northeastern University
BS, Economics

John Cabot University
Economics

Shady Side Academy

Michael Thompson, CFA Michael Thompson, CFA Greater Boston Area Details
Michael Thompson, CFA's Standish Mellon Asset Management Experience 2001 - 2003
Job Skilled Investment Management Leader
Industry Investment Management
Experience
Wellington Management Company, LLP  2010 - 2014
State Street Global Advisors  2006 - 2010
Insurevest Consulting   2004 - 2006
Standish Mellon Asset Management   2001 - 2003
Standish, Ayer & Wood, Inc.   1990 - 2001
Continental Asset Management (Continental Insurance)   1982 - 1990

Skills
Investments, Fixed Income, Asset Management, Portfolio Management, Equities, Financial Services, Alternative Investments, Hedge Funds, Bonds, Finance, Insurance, Banking, Due Diligence, Money Market, Management, Credit, Cash Management, Strategy

Education
New York University - Leonard N. Stern School of Business
MBA, Finance

Lehigh University
College of Business and Economics, BS, Double major in Accounting and Finance

Liz Su Liz Su Greater Boston Area Details
Liz Su's Standish Mellon Asset Management Experience 2006 - 2007
Job Global Equity Analyst/Emerging Markets at Boston Common Asset Management
Industry Investment Management
Experience
Boston Common Asset Management  August 2014 - Present
Batterymarch Financial Management  June 2007 - July 2014
Standish Mellon Asset Management   2006 - 2007
Deutsche Asset Management  June 2005 - August 2005
Analysis Group, Inc.   March 2000 - July 2004

Skills
Emerging Markets, Asia Equities, Valuation, Financial Modeling, Equities, Portfolio Management, Investments, Asset Management, Market Analysis, Equity Research, Technical Analysis, Asset Managment, Bloomberg, Mutual Funds, Investment Management, Alternative Investments, Asset Allocation

Education
Massachusetts Institute of Technology - Sloan School of Management   2004 — 2006
MBA

Tufts University   1998 — 2000
M.A., Economics

Wuhan University
B.A., International Finance

Laura Lake, CFA Laura Lake, CFA Greater Boston Area Details
Laura Lake, CFA's Standish Mellon Asset Management Experience May 2010 - Present
Job
Industry Investment Management
Experience
Standish Mellon Asset Management   May 2010 - Present
Wells Capital Management  September 2005 - May 2010
HSBC  September 2002 - September 2005
Wells Capital Management  June 1998 - January 2001

Education
London Business School   2001 — 2002
MS

University of North Carolina at Chapel Hill   1993 — 1997
BA

Lindsay Bohan Lindsay Bohan Boston, Massachusetts Details
Lindsay Bohan's Standish Mellon Asset Management Experience April 2005 - August 2008
Job Residential Sales & Leasing Associate at Boston Realty Advisors
Industry Real Estate
Experience
Boston Realty Advisors  December 2009 - Present
Perry Dinatale Realty   August 2009 - December 2009
Bank of New York Mellon  August 2008 - July 2009
Standish Mellon Asset Management   April 2005 - August 2008

Skills
Asset Managment, Real Estate, Financial Analysis, Property Management, Real Estate Transactions, Investment Properties, Mutual Funds, Leases, Bloomberg, Investment Management, Fixed Income, Securities, Finance, Negotiation, Location Intelligence, Sellers, Asset Management

Education
University of New Hampshire - Whittemore School of Business and Economics   1999 — 2003
Bachelor of Science (B.S.), Business Administration

Duxbury High School   1995 — 1999

Dmitry Mukhin, PhD, FSA, CFA Dmitry Mukhin, PhD, FSA, CFA New York, New York Details
Dmitry Mukhin, PhD, FSA, CFA's Standish Mellon Asset Management Experience 2003 - 2007
Job Executive Director at J.P.Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management   September 2015 - Present
ING US Financial Services  February 2010 - September 2015
Wellington Management  August 2007 - December 2008
Standish Mellon Asset Management   2003 - 2007
MetLife  2000 - 2003

Skills
Asset Management, Insurance, ALM, Investments, Investment Strategies, Asset Allocation, Risk Management, Financial Risk, Actuarial Science, Derivatives, Portfolio Management, Financial Modeling, Fixed Annuities, Financial Analysis, Pension Funds, Pensions, Defined Benefit, Hedging, Retirement, Enterprise Risk..., Options, Fixed Income Analysis, Quantitative Analytics, Quantitative Finance, Financial Services, Economic Capital, Fixed Income

Education
Purdue University   1996 — 2001
Ph.D., Mathematical Economics

Purdue University   1994 — 1996
Master's Degree, Mathematics

Moscow Institute of Physics and Technology (State University) (MIPT)
MS, Applied Mathematics and Information Technology

Natalia Anderson Natalia Anderson Boston, Massachusetts Details
Natalia Anderson's Standish Mellon Asset Management Experience July 2012 - December 2012
Job Investment Compliance Analyst Coop at Wellington Management
Industry Financial Services
Experience
Wellington Management  June 2014 - December 2014
Alcentra  January 2013 - June 2014
Standish Mellon Asset Management   July 2012 - December 2012
Northeastern University  September 2010 - May 2012
Morgan Stanley Smith Barney  July 2010 - September 2011
Branford Landing Marina   2008 - 2011

Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Microsoft Access, Adobe Acrobat, Google Docs, AS400 system, Advent Geneva, Marketing, LexisNexis, Latent Zero, SPSS

Education
Northeastern University Graduating December 2015   2011 — 2015
Bachelor of Science (B.S.) in Political Science and Business Administration, Finance & Political Science Student

Berkshire School   2008 — 2010

Edrick Leonard Edrick Leonard Greater Boston Area Details
Edrick Leonard's Standish Mellon Asset Management Experience June 2014 - December 2014
Job Media Marketing Coop at ShoeBuy
Industry
Experience
ShoeBuy  July 2015 - Present
Standish Mellon Asset Management   June 2014 - December 2014
Celent  June 2013 - December 2013

Skills
Salesforce.com, Analysis, Marketing, Account Management, Sales, New Business Development, Insurance, Banking, Retail, Competitive Analysis, Competitive Intelligence, Strategy

Education
Northeastern University   2011 — 2015
BSBA, Finance, Marketing

Gaston Day School   2009 — 2011
High School

Hwa Chong International School   2008 — 2009
High School

Sekolah Pelita Harapan   1996 — 2008
Middle School + High School

Laurel Dimatteo Laurel Dimatteo Duxbury, Massachusetts Details
Laurel Dimatteo's Standish Mellon Asset Management Experience January 1994 - March 1999
Job Account Manager and Independent Consultant at Self Employed
Industry Information Technology and Services
Experience
Self Employed  January 2011 - Present
Thomson Reuters  June 2008 - July 2010
Reuters StockVal  June 2000 - July 2010
Fidelity Management and Research  March 1999 - June 2000
Standish Mellon Asset Management   January 1994 - March 1999

Skills
Market Data, Salesforce.com, Account Management, Equities, Windows, Customer Service, Business Development, Financial Services, Sales, Trading, Vendor Management, Business Analysis, Management, Investments, Training, Relationship Management, Sales Operations, Portfolio Management

Education
Merrimack College   1988 — 1992
Bachelor of Business Administration (B.B.A.), Finance, General

Merrimack College
Bachelor BA degree, Finance, General

Danielle Tolliver Danielle Tolliver Boston, Massachusetts Details
Danielle Tolliver's Standish Mellon Asset Management Experience July 2013 - December 2013
Job Double Major B.Sc. & B.A. Candidate | World Citizen
Industry Financial Services
Experience
Northeastern University  November 2012 - Present
emPowerment Financial Search and Selection   February 2015 - June 2015
Standish Mellon Asset Management   July 2013 - December 2013
Northeastern University  February 2012 - April 2012

Skills
International Relations, East Asian Studies, Mandarin, Intercultural..., Qualitative Research, Social Media, Microsoft Excel, Microsoft Office, PowerPoint, Mac OS, International Business, SPSS, Analysis, Teamwork, Microsoft Word, Web Design, Web Development, Customer Service, Data Analysis

Education
Northeastern University   2011 — 2016
Bachelor of Science in the Business Administration (B.Sc) & Bachelor of Arts in Asian Studies (B.A.), Finance, General, Cum Laude

University College Dublin   2014 — 2014
Business and Commerce, 3.667

明治大学 / Meiji University   2013 — 2013
Comparative Politics, Japanese Economics, 3.85

云南大学 / Yunnan University   2012 — 2012
Graduation Certificate, Chinese Language and Culture, 4.0

Georgetown Day School   2008 — 2011
High School Diploma

Eric Rivkin Eric Rivkin Boston, Massachusetts Details
Eric Rivkin's Standish Mellon Asset Management Experience January 2014 - Present
Job Coop at UBS
Industry Financial Services
Experience
UBS  January 2015 - Present
Standish Mellon Asset Management   January 2014 - Present
Matrix Asset Advisors  May 2013 - July 2013
New York Wizards   November 2008 - April 2012
The Big 3 on 3 Basketball Tournament   August 2008 - August 2011
Town of Huntington Playground Group Camp   2008 - 2011
Town of Huntington Playground Group Camp   2008 - 2011

Skills
Microsoft Word, Microsoft Excel, PowerPoint, Facebook, Project Planning, Accounting, Budgets, Ticket Sales, Social Media, Public Speaking, Microsoft Office, Fundraising, Customer Service, Event Management, Research, Teamwork

Education
Northeastern University   2012 — 2016
Bachelor’s Degree, Finance and Entrepreneurship, 3.45

Chris Pellegrino, CFA Chris Pellegrino, CFA Baltimore, Maryland Details
Chris Pellegrino, CFA's Standish Mellon Asset Management Experience June 2004 - January 2010
Job Transamerica Stable Value Solutions Risk Team
Industry Investment Management
Experience
Transamerica  January 2012 - Present
Arch Street Investments   September 2009 - December 2011
Standish Mellon Asset Management   June 2004 - January 2010
Mellon Financial  1993 - 2008

Education
Concord Law School   2003 — 2008
J.D., Law

University of Pittsburgh - Joseph M. Katz Graduate School of Business   1987 — 1989
M.B.A., Finance

University of Michigan   1983 — 1987
B.A., Economics, English

Tarik Emara, CFA Tarik Emara, CFA Greater Boston Area Details
Tarik Emara, CFA's Standish Mellon Asset Management Experience January 2008 - July 2008
Job Assistant Vice President Private Equity at Citi Private Bank
Industry Financial Services
Experience
Citi  March 2015 - Present
Liberty Mutual Investments  July 2014 - March 2015
Liberty Mutual Investments  June 2013 - June 2014
Liberty Mutual Investments  December 2010 - May 2013
SCS Financial  January 2009 - September 2009
Standish Mellon Asset Management   January 2008 - July 2008
State Street Bank & Trust  January 2007 - June 2007
Belmont Savings Bank  May 2006 - August 2006

Skills
Investments, Portfolio Management, Private Equity, Bloomberg, Financial Analysis, Financial Modeling, Fixed Income, Valuation, Microsoft Excel, Equities, Analysis, Hedge Funds, Corporate Finance, PowerPoint, Securities

Education
Northeastern University   2005 — 2010
Bachelor of Science, Business Administration May 2010; Finance and Management

Pierre Y. Chung, CFA Pierre Y. Chung, CFA Greenwich, Connecticut Details
Pierre Y. Chung, CFA's Standish Mellon Asset Management Experience February 1997 - February 2001
Job Research Analyst at Marblegate Asset Management, LLC
Industry Financial Services
Experience
Marblegate Asset Management, LLC   September 2012 - Present
Macquarie Group  June 2009 - September 2012
Strategic Value Partners  June 2006 - April 2009
The Blackstone Group  February 2001 - June 2006
Standish Mellon Asset Management   February 1997 - February 2001
Federal Reserve Bank of Boston  February 1993 - February 1997

Skills
Special Situations, Value Investing, Valuation, Analysis, High Yield, Investment Management, Investment Banking, Financial Modeling, Restructuring, Hedge Funds, Private Equity

Education
Northeastern University   1991 — 1993
MBA, Finance

University of Vermont   1987 — 1991
BA, Biology

Hingham High School

Brian DelGuidice Brian DelGuidice Greater Boston Area Details
Brian DelGuidice's Standish Mellon Asset Management Experience 1998 - March 2005
Job Nuclear Professional
Industry Oil & Energy
Experience
Entergy Nuclear  February 2014 - Present
DelGuidice Enterprises®   January 2012 - February 2014
UnsubCentral  June 2010 - November 2011
Redbrick Capital Management, L.P.   November 2006 - October 2008
HarbourVest Partners  March 2005 - March 2006
Standish Mellon Asset Management   1998 - March 2005
State Street  1997 - 1998

Skills
Portfolio Management, Equities, Hedge Funds, Fixed Income, Email Marketing, Digital Marketing, Inside Sales, Digital Media, Salesforce.com, Trading, CRM, Private Equity, Financial Analysis, Venture Capital, Performance Analysis, Strategy, Due Diligence

Education
State University of New York College at Oneonta
Bachelor of Science (BS), Business-Economics

Michael DeSilva Michael DeSilva Greater Boston Area Details
Michael DeSilva's Standish Mellon Asset Management Experience June 2010 - December 2010
Job Derivative Specialist at Bracebridge Capital, LLC
Industry Financial Services
Experience
Bracebridge Capital, LLC  August 2011 - Present
Standish Mellon Asset Management   June 2010 - December 2010
PowerAdvocate  June 2009 - December 2009
Putnam Investments  June 2008 - December 2008

Skills
Bloomberg, Finance, Derivatives, Fixed Income, Swaps, FX Options, Bonds, Options, Interest Rate..., Credit Derivatives, Microsoft Excel, Bloomberg Terminal, Credit, Financial Reporting, Corporate Actions

Education
Northeastern University   2006 — 2011
Bachelors of Science in Business Administration, Finance

Vic Malla, CFA Vic Malla, CFA Greater Boston Area Details
Vic Malla, CFA's Standish Mellon Asset Management Experience October 2010 - Present
Job Senior Quantitative Analyst at Standish Mellon Asset Management
Industry Investment Management
Experience
Standish Mellon Asset Management   October 2010 - Present
Fidelity Investments  June 2009 - September 2010
Appian Corporation  June 2002 - June 2007

Education
Massachusetts Institute of Technology - Sloan School of Management   2007 — 2009
MBA

Indian Institute of Technology, Bombay   1996 — 2000

Ken Richard Ken Richard Greater Boston Area Details
Ken Richard's Standish Mellon Asset Management Experience August 2013 - Present
Job Chief Financial Officer at Standish Mellon Asset Management
Industry Financial Services
Experience
Standish Mellon Asset Management   August 2013 - Present
AHireCloud   2012 - 2013
Picerne Military Housing  2009 - 2012
The Davis Companies  2008 - 2009
A.D. Makepeace Company   2004 - 2007
Berkshire Realty  1997 - 2004
The Beacon Companies  1994 - 1997
The Codman Company  1991 - 1994
Trammell Crow Residential  1986 - 1988
PwC  1982 - 1985

Skills
Financial Modeling, Financial Reporting, Strategic Planning, Hedge Funds, Risk Management, Financial Planners, Private Equity, Due Diligence, Asset Managment, Forecasting, Managerial Finance, Real Estate, Budgets, Asset Management, Finance, Accounting, Auditing, Investments, Financial Analysis, Strategy, Portfolio Management, Executive Management, Restructuring, Business Planning, Analysis, Financial Accounting, Start-ups, Leadership, Loans, Equities, Business Strategy, IPO, Investor Relations, Management, Financial Structuring, Securities, Structured Finance, Cash Flow, Mutual Funds, Valuation, Investment Management

Education
Northeastern University   1973 — 1978
Bachelor of Science Business Administration , Accounting

Northeastern University
B.S., Business Administration, Accounting

Christopher Austin, CFA Christopher Austin, CFA Greater New York City Area Details
Christopher Austin, CFA's Standish Mellon Asset Management Experience 2003 - May 2014
Job Global Head of Consultant Relations and Director of Marketing & Client Relations at Intermediate Capital Group (ICG)
Industry Investment Management
Experience
Standish Mellon Asset Management   2003 - May 2014
State Street Research  1999 - 2003
Mercer Investment Consulting  1996 - 1999

Skills
Investments, Alternative Investments, Institutional..., Asset Allocation, Hedge Funds, Fixed Income, Investment Management, Asset Managment, Mutual Funds, Investment Strategies, Equities, Financial Services, Strategy, Fund Of Funds, Portfolio Management, Series 7, Asset Management

Education
Lake Forest College   1992 — 1996
Bachelor's degree, Economics

The Gunnery School   1991 — 1992
Post Graduate

St. John's Prep   1987 — 1991

Dan Richter Dan Richter Greater Boston Area Details
Dan Richter's Standish Mellon Asset Management Experience January 2009 - Present
Job Managing Director, Consultant Relations at Standish Mellon Asset Management
Industry Investment Management
Experience
Standish Mellon Asset Management   January 2009 - Present
Chatham's Liquor Locker   January 2005 - June 2012
Standish Mellon Asset Management   September 2005 - December 2008
Standish Mellon Asset Management   October 2001 - August 2005
The Boston Company  2000 - 2001
BANKBOSTON  1996 - 1999
Bank of Boston  1989 - 1996
NORWEST INVESTMENT SERVICES, INC   1985 - 1989
NORWEST BANK MINNESOTA,N.A   1983 - 1985
NORWEST BANK MINNESOTA,N.A.   1980 - 1983

Skills
Finance, Fixed Income, Bonds, Trading, Alternative Investments, Money Market, Management, Relationship Management

Education
University of Minnesota - Carlson School of Management   1982 — 1985
MBA

University of Northern Iowa   1974 — 1978
B.A., Management

James Golden James Golden Greater New York City Area Details
James Golden's Standish Mellon Asset Management Experience June 2000 - October 2003
Job Partner at Joele Frank, Wilkinson Brimmer Katcher
Industry Public Relations and Communications
Experience
Joele Frank, Wilkinson Brimmer Katcher  March 2005 - Present
Deutsche Bank  December 2003 - December 2004
Standish Mellon Asset Management   June 2000 - October 2003

Skills
Mergers, Restructuring, Finance, Investor Relations, Fixed Income, Public Relations, Equities, Investments, Trading, Asset Managment, Corporate Communications, Media Relations, Financial Services, Crisis Communications, Internal Communications, Mergers & Acquisitions, Financial Markets, Capital Markets

Education
Northeastern University   1999 — 2004
BS, Organizational Communications

SHS

Bob Hagmeier Bob Hagmeier Stamford, Connecticut Details
Bob Hagmeier's Standish Mellon Asset Management Experience 1996 - 2001
Job Director of Marketing and Client Service at Irving Magee Investment Management
Industry Investment Management
Experience
Irving Magee Investment Management   November 2014 - Present
Atlantic Asset Management  April 2011 - September 2014
PIMCO  September 2006 - March 2010
Advantus Captial Management   2001 - 2006
Standish Mellon Asset Management   1996 - 2001
Conning & Company  1994 - 1996

Skills
Alternative Investments, Hedge Funds, Asset Management, Series 7, Emerging Markets, Investments, Fixed Income, Portfolio Management, Equities, Mutual Funds, Asset Allocation, Investment Management, Investment Strategies, Bonds

Education
Rivier College   1992 — 1994
MBA, Marketing

St. Cloud State University - Herberger Business School   1977 — 1981
BS, Finance

Dennis Woessner, CFA, CAIA Dennis Woessner, CFA, CAIA New York, New York Details
Dennis Woessner, CFA, CAIA's Standish Mellon Asset Management Experience June 1995 - April 2003
Job Vice President & Director at TD Asset Management USA Inc.
Industry Investment Management
Experience
TD Asset Management USA Inc.   July 2009 - Present
MFM International   June 2003 - June 2008
Standish Mellon Asset Management   June 1995 - April 2003
Salomon Brothers  November 1988 - June 1995

Skills
Bloomberg, Excel, Access, Word, Fixed Income, BondEdge, Yield Book

Education
Hofstra University
BBA, Banking and Finance

Jeffrey Gazo Jeffrey Gazo Charlotte, North Carolina Area Details
Jeffrey Gazo's Standish Mellon Asset Management Experience 2002 - 2003
Job Vice President Finance
Industry Financial Services
Experience
SunTrust Robinson Humphrey  June 2014 - July 2015
SunTrust Robinson Humphrey  June 2014 - April 2015
PNC  August 2012 - December 2013
J.P. Morgan Chase Bank   January 2011 - August 2012
J.P. Morgan   April 2007 - January 2011
Bank of America  July 2005 - October 2006
Standish Mellon Asset Management   2002 - 2003

Skills
New Business Development, Financial Markets, Financial Modeling, Business Planning, Microsoft Office, Capital Markets, Portfolio Management, Financial Statement..., Commercial Banking, Business Development, Corporate Finance, Credit Analysis, Loans, Mergers, Banking, Financial Analysis

Education
University of Notre Dame - Mendoza College of Business   2004 — 2005
Master of Business Administration (MBA), Finance, General

John Carroll University   1996 — 1999
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services

Colin Sledge Colin Sledge Greater Boston Area Details
Colin Sledge's Standish Mellon Asset Management Experience July 2001 - December 2008
Job Chief Technology Officer at Bank of New York Mellon
Industry Financial Services
Experience
Asset Mgmt, Bank of New York Mellon   January 2009 - Present
Standish Mellon Asset Management   July 2001 - December 2008
Standish, Ayer & Wood   February 2000 - June 2001
Harvard Management Company  June 1992 - February 2000

Skills
Asset Management, Fixed Income, IT Management, IT Strategy, Team Building, ITIL, Mergers, Portfolio Management, Disaster Recovery, SDLC, Business Analysis, Risk Management, Financial Services, Project Management, Integration, Enterprise Architecture, Trading Systems, Equities, Microsoft SQL Server

Education
The University of Glasgow
B. Sc, Computer Science

Eric Wilbur Eric Wilbur Boston, Massachusetts Details
Eric Wilbur's Standish Mellon Asset Management Experience June 2014 - December 2014
Job Fixed Income Pricing Coop at Wellington Management Company
Industry Financial Services
Experience
Wellington Management  June 2015 - Present
Standish Mellon Asset Management   June 2014 - December 2014
ISG  July 2013 - December 2013

Skills
Microsoft Excel, Microsoft Office, Teamwork, Finance, Analysis, Economics, Research, Bloomberg, Fixed Income, Investment...

Education
Northeastern University   2011 — 2016
Bachelor of Science in Business Administration, Finance and Economics

Glastonbury High School   2007 — 2011
High School Diploma

Alice Fadiora Alice Fadiora Baltimore, Maryland Details
Alice Fadiora's Standish Mellon Asset Management Experience March 2009 - March 2009
Job Paraplanner at TriBridge Partners
Industry Investment Management
Experience
TriBridge Partners, LLC   August 2013 - Present
Brown Advisory  August 2010 - April 2011
Haverford College  May 2007 - May 2010
Haverford College  September 2006 - May 2010
Sage Financial Group  June 2009 - August 2009
Standish Mellon Asset Management   March 2009 - March 2009
Falcon Investments  January 2009 - January 2009
Harvard Business School Summer Venture in Management Program (SVMP) Alumni Association   2009 - 2009
Sustainable Investments Seminar at Haverford College   November 2008 - December 2008
Wall Street Prep  October 2008 - October 2008

Skills
Investments, Leadership, Due Diligence, Entrepreneurship, Equities, Equity Research, Investment Strategies, Analysis

Education
Princeton Theological Seminary   2014 — 2017
Master's Degree, Masters of Divinity

Haverford College   2006 — 2010
Bachelor of Arts, Economics

Andrew Ghannam Andrew Ghannam New York, New York Details
Andrew Ghannam's Standish Mellon Asset Management Experience January 2007 - June 2007
Job AVP Relationship Manager at Square 1 Bank
Industry Banking
Experience
Square 1 Bank  September 2014 - Present
Comerica Bank  August 2013 - August 2014
Comerica Bank  April 2011 - June 2013
Northeastern University  September 2005 - May 2010
Velocity Financial Group  January 2009 - June 2009
Wellington Management  January 2008 - June 2008
Standish Mellon Asset Management   January 2007 - June 2007

Skills
Financial Modeling, Venture Financing, Start-up Ventures, Underwriting, Commercial Banking, Debt, Loan Origination, Bridge Loans, Early Stage Companies, Venture Debt, Analysts, Business Valuation, Growth Capital, Crushing, Financial Analysis, Finance, Investments, Due Diligence

Education
Northeastern University   2005 — 2010
BSBA in Finance, Economics Minor

Catie Falvey Catie Falvey Boston, Massachusetts Details
Catie Falvey's Standish Mellon Asset Management Experience January 2013 - July 2013
Job Assurance Coop at PwC
Industry Accounting
Experience
PwC  December 2014 - Present
StoneTurn Group  December 2013 - June 2014
Standish Mellon Asset Management   January 2013 - July 2013
The Clarks Companies, N.A.   April 2012 - August 2012
The Clarks Companies, N.A.   June 2010 - September 2010

Skills
Microsoft Office, Teamwork, Financial Analysis, Accounting, Windows, Microsoft Excel, People Skills, Compliance, AS400 system, Organization, Analysis, Finance, Mutual Funds, Sales, Financial Reporting, Microsoft Word, Financial Modeling, Time Management, Social Media, Fashion, PowerPoint, Research

Education
Northeastern University   2011 — 2016
Accounting and Finance

Shrewsbury High School   2007 — 2011

Matthew Tam Matthew Tam Greater Boston Area Details
Matthew Tam's Standish Mellon Asset Management Experience January 2009 - April 2009
Job Associate System Analyst
Industry Financial Services
Experience
Charles River Development  July 2014 - Present
Interactive Data  April 2012 - July 2014
JP Morgan Chase  September 2011 - March 2012
Standish Mellon Asset Management   January 2009 - April 2009
Standish Mellon Asset Management   January 2008 - June 2008

Skills
Equities, Market Data, Bloomberg, Fixed Income, Electronic Trading, Trading Systems, Financial Services, Financial Markets, Securities, Process Improvement, Derivatives, Business Analysis, Back Office, SDLC, Options, Charles River IMS, Customer Service, Data Analysis, Network Security, Active Directory

Education
Northeastern University   2007 — 2011
Bachelor of Science degree in Business Administration, Finance, General

John Moulthrop John Moulthrop Boston, Massachusetts Details
John Moulthrop's Standish Mellon Asset Management Experience April 2011 - August 2011
Job Logistics Manager at AD Biotech Solutions
Industry Financial Services
Experience
AD Biotech Solutions   August 2011 - Present
Standish Mellon Asset Management   April 2011 - August 2011
American Income Life  November 2010 - April 2011
Essex Financial Services  May 2010 - March 2011

Skills
Motivation, Creative Problem Solving, Operational Efficiency, Precise, Highly personable, Accounting, Logistics, Finance, Research

Education
Hobart and William Smith Colleges   2006 — 2010
Bachelors, Economics, Environmental Studies

The Hotchkiss School   2002 — 2006

Chris Fezza Chris Fezza Greater Boston Area Details
Chris Fezza's Standish Mellon Asset Management Experience January 2015 - June 2015
Job Student at Northeastern University
Industry Financial Services
Experience
Standish Mellon Asset Management   January 2015 - June 2015
Andersen Tax  January 2014 - April 2014

Skills
Tax, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Teamwork, Financial Accounting, Customer Service, Accounting, Social Media

Education
Northeastern University   2012 — 2017
Candidate for BS, Accounting and Finance

The London School of Economics and Political Science (LSE)   2014 — 2014
Finance and Economics

Jackie Bellows, CAIA Jackie Bellows, CAIA New York, New York Details
Jackie Bellows, CAIA's Standish Mellon Asset Management Experience January 2008 - August 2008
Job Assistant Vice President, Alternative Investments at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  August 2011 - Present
Goldman Sachs  January 2010 - June 2010
Goldman Sachs  January 2009 - June 2009
Adfero  September 2008 - December 2008
Standish Mellon Asset Management   January 2008 - August 2008

Skills
Hedge Funds, Alternative Investments, Securities Lending, Series 7, Mutual Funds, Bloomberg Terminal, Asset Management, Investments, Asset Allocation, Capital Markets, Portfolio Management, Valuation, Private Equity, Options, Investment Strategies, Financial Analysis, Wealth Management

Education
Northeastern University   2006 — 2011
Bachelor of Science Degree, Business Administration

London School of Economics and Political Science   2008 — 2008
Study Abroad Student, Politics

Nichols High School   2002 — 2006

Shields Day Shields Day Greater Boston Area Details
Shields Day's Standish Mellon Asset Management Experience 2001 - December 2006
Job Financial Analyst at Regiment Capital Advisors LP
Industry Investment Management
Experience
Regiment Capital Advisors LP  January 2007 - Present
Standish Mellon Asset Management   2001 - December 2006
Goldman Sachs  1998 - 2001
J.P. Morgan   1993 - 1998

Skills
Investment Research..., Alternative Investments

Education
NYU Stern School of Business   1993 — 1996
Master of Business Administration (MBA), Finance, General

Union College   1989 — 1993
Bachelor's degree, Economics

Holderness School   1985 — 1989

Derby Academy   1980 — 1985

Greg Lindsey Greg Lindsey San Francisco Bay Area Details
Greg Lindsey's Standish Mellon Asset Management Experience December 1999 - March 2002
Job Director, Global Institutional Management
Industry Investment Management
Experience
Putnam Investments  July 2013 - Present
Mellon Capital  April 2002 - July 2013
Standish Mellon Asset Management   December 1999 - March 2002
BNY Mellon  April 1995 - November 1999
BNY Mellon  June 1988 - March 1995

Skills
Institutional..., Alternative Investments, Business Development, Asset Allocation, Fixed Income, Equities, Hedge Funds, Financial Analysis, Asset Management, Commodity, CRM, Investment Management, Investment Strategies, Investments, Mutual Funds, Securities, Competitive Marketing..., Sales Operations, Management

Education
State University of New York at Albany

Paul Goncalves Jr., CFA Paul Goncalves Jr., CFA Boston, Massachusetts Details
Paul Goncalves Jr., CFA's Standish Mellon Asset Management Experience July 2004 - September 2005
Job Equity Analyst
Industry Investment Management
Experience
Tour Capital Management   March 2014 - September 2014
KeyBanc Capital Markets  September 2011 - February 2014
Indiana University Foundation  June 2010 - May 2011
MDT Advisers  April 2007 - July 2009
Deutsche Asset Management  July 2006 - April 2007
Standish Mellon Asset Management   July 2004 - September 2005
Investors Bank & Trust  September 2003 - July 2004

Skills
Equity Research, Financial Modeling, Fundamental Analysis, Bloomberg, Asset Management, Portfolio Management, Equity Valuation, Mutual Funds, Valuation, Value Investing, DCF, Capital IQ, Factset, MBA, Series 7, Series 63, Financial Analysis, Investment Management, Microsoft Excel, Equities, Investments, Finance, Securities, Microsoft Office, Corporate Finance, Analysis, Investment Strategies, Hedge Funds

Education
Indiana University - Kelley School of Business   2009 — 2011
MBA, Finance, Accounting

Connecticut College   1999 — 2003
B.A., Economics

Xaverian Brothers High School   1995 — 1999
High School

John Truschel, CFA John Truschel, CFA Greater Boston Area Details
John Truschel, CFA's Standish Mellon Asset Management Experience November 1998 - July 2003
Job Formerly Chief Investment Officer at The Boston Company
Industry Financial Services
Experience
The Boston Company  September 2011 - June 2014
Gordon College  January 2011 - December 2013
The Boston Company  October 2007 - September 2011
Standish Mellon Asset Management   November 1998 - July 2003

Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business   1988 — 1991
M.B.A., Finance

Westminster College (PA)   1978 — 1982
B.A., History & Religion

Joyce Hornig Joyce Hornig Greater New York City Area Details
Joyce Hornig's Standish Mellon Asset Management Experience September 2013 - June 2015
Job Senior Investment Strategist at BNY Mellon
Industry Investment Management
Experience
BNY Mellon  June 2015 - Present
Standish Mellon Asset Management   September 2013 - June 2015
Citigroup  April 2011 - September 2013
Barclays Capital  July 2006 - March 2011
Microsoft Corporation  June 2005 - July 2006

Skills
Portfolio Management, Fixed Income, Financial Modeling, Capital Markets, Derivatives, Emerging Markets, Valuation, Product Management, Asset Managment, Investments, Competitive Analysis, Hedge Funds, Analytics, Credit Derivatives, Quantitative Analytics, Product Marketing, Asset Management, Bonds

Education
University of Pennsylvania - The Wharton School   2001 — 2005
BS, Marketing, Management

Lara Nuchowicz Lara Nuchowicz Boston, Massachusetts Details
Lara Nuchowicz's Standish Mellon Asset Management Experience January 2015 - June 2015
Job Client Services chez Standish Mellon Asset Management
Industry Research
Experience
Standish Mellon Asset Management   January 2015 - June 2015
Sandell Asset Management  May 2013 - June 2013
Shanghaiexpat   February 2013 - March 2013
Daily News Analysis Newspaper   January 2013 - February 2013
Hoedspruit Endangered Species Centre   November 2012 - November 2012

Education
Northeastern University   2013 — 2017
Bachelor of Business Administration (B.B.A.), Finance, général

Ecole Moser Genève   2009 — 2012
Maturité Federale Suisse

Joseph Germanos Joseph Germanos Greater Boston Area Details
Joseph Germanos's Standish Mellon Asset Management Experience 2000 - 2003
Job Senior Software Engineer, Web Designer and Architect, Technical Lead, Technical Manager
Industry Computer Software
Experience
CoStar Portfolio Strategy  September 2015 - Present
Bank of America  2010 - September 2015
Bank of America  2008 - 2010
Bank of America  2003 - 2008
Standish Mellon Asset Management   2000 - 2003
The Gillette Company ( Procter & Gamble)   1997 - 2000

Skills
SQL, SDLC, Business Analysis, Vendor Management, Agile Methodologies, Enterprise Architecture, Project Management, Software Development, Financial Management..., Modern Standard Arabic, French, Relational Databases, Object Oriented Modeling, Microsoft windows, Java, .net Framework, N-tier architecture, Member of Mensa, Music, Music Theory, Dance, .NET, Business Intelligence, N-tier, Visio, Windows, Management, Leadership, Unix, Databases, Enterprise Software, Microsoft SQL Server, Testing, Consulting, Risk Management, Business Requirements, Financial Services, IT Strategy, Requirements Analysis, Software Project..., Fixed Income, ASP.NET, Microsoft Office

Education
Harvard University   2006 — 2010
Masters, Software Architecture and Engineering

Salem State University   1991 — 1997
Bachelor's Degree, Computer Software Engineering

Hao Wang Hao Wang Washington D.C. Metro Area Details
Hao Wang's Standish Mellon Asset Management Experience March 2015 - March 2015
Job Analyst at Promontory Financial Group, LLC
Industry Financial Services
Experience
Promontory Financial Group, LLC  July 2015 - Present
Haverford College  September 2014 - May 2015
Standish Mellon Asset Management   March 2015 - March 2015
Black River Asset Management  June 2014 - August 2014
The London School of Economics and Political Science (LSE)   January 2014 - January 2014
Sony DADC  January 2014 - January 2014
Econsult Solutions  June 2013 - August 2013
Haverford College  May 2012 - May 2013
NAXION  March 2013 - March 2013
Haverford College  September 2012 - December 2012

Skills
Research, Economics, Data Analysis, Statistics, Econometrics, Analysis, PowerPoint, Microsoft Excel, Critical Thinking, Consulting, Microsoft Word, Qualitative Research, Bloomberg, Tutoring, Corporate Finance, Quantitative, Planning, Typing, Proofreading, Social Media, Translation, Financial Accounting, Alternative Investments, Hedge Funds, Private Equity, HFR, Microsoft Office, Stata

Education
Haverford College   2011 — 2015
Bachelor of Arts (B.A.), Economics

London School of Economics and Political Science   2013 — 2014
Study Abroad, Accounting and Finance

Randy McLaughlin Randy McLaughlin Greater Boston Area Details
Randy McLaughlin's Standish Mellon Asset Management Experience December 2002 - December 2005
Job Director, Financial Services at Attivio
Industry Information Technology and Services
Experience
Attivio  January 2013 - Present
CutterAssociates   March 2008 - January 2013
Stratascope Inc.   January 2006 - February 2008
Standish Mellon Asset Management   December 2002 - December 2005

Skills
Order Management Systems, Derivatives, Market Data, Client Facing Strategies, Performance Attribution, Financial Data..., Public Speaking, Market Research, Order Management, Asset Management, Strategy, Financial Services, Investments, Bloomberg, Fixed Income, Hedge Funds, Banking

Education
Suffolk University - Sawyer Business School   2004 — 2008
MBA, Business

Tulane University - A.B. Freeman School of Business   1997 — 2001
BS, Management

Ann Keitner Ann Keitner Greater Boston Area Details
Ann Keitner's Standish Mellon Asset Management Experience September 2006 - October 2009
Job Consultant
Industry Investment Management
Experience
ReGroup, LLC  September 2014 - Present
Liberty Mutual Group Asset Management Inc.  January 2013 - September 2014
Hermes Fund Distributors LLC   July 2011 - December 2012
Hermes Fund Managers (North America) LP   October 2009 - December 2012
Standish Mellon Asset Management   September 2006 - October 2009
Franklin Portfolio Associates  2004 - 2006
MFS Investment Management  1999 - 2004

Skills
Asset Management, Compliance, FINRA, Series 7, Series 24, Operations Management, Marketing Management, Securities Regulation, 401k, KYC, Marketing, Relationship Management, Due Diligence, Series 63, Asset Managment, Hedge Funds, Mutual Funds, Alternative Investments, Securities, Management, Financial Services, Equities, Portfolio Management

Education
Hobart and William Smith Colleges   1990 — 1994
BA, Economics

Westtown School   1979 — 1990
High School Diploma

Scott Ullum Scott Ullum Greater Pittsburgh Area Details
Scott Ullum's Standish Mellon Asset Management Experience April 2008 - Present
Job Senior Relationship Manager at Standish Mellon Asset Management
Industry Investment Management
Experience
Standish Mellon Asset Management   April 2008 - Present
Mellon Finacial Markets   August 2003 - June 2008
Mellon Bank  May 1998 - August 2003
Mellon Bank  November 1989 - May 1998

Skills
Mutual Funds, Equities, Alternative Investments, Derivatives, Bloomberg, Trading, Securities, Bonds, Series 7, Relationship Management, Wealth Management, Series 63, Financial Markets, Portfolio Management, Financial Analysis

Education
Robert Morris University
Finance, General

Kevin Ponton Kevin Ponton Greater Boston Area Details
Kevin Ponton's Standish Mellon Asset Management Experience March 2009 - September 2014
Job Apprentice Restoration Carpenter at MLB Restorations
Industry Construction
Experience
MLB Restorations   October 2014 - Present
Standish Mellon Asset Management   March 2009 - September 2014
Dreyfus/BNY Mellon   September 2005 - February 2009
Ziegler Capital Markets  September 1999 - April 2003
Sprain Brook Consulting   July 1994 - July 1999
National Medical Funding   June 1993 - July 1994
Financial Guaranty Insurance Company (FGIC)   December 1985 - February 1993
PaineWebber  November 1981 - November 1985
Northwest Connecticut Health Systems Agency   June 1975 - August 1978
City of Waterbury School Department   September 1972 - May 1975

Skills
Strategy, Finance, Start-ups, Investment Banking, Management Consulting, Asset Management, Healthcare, Management, Securities, Fixed Income, Credit, Hospitals, Due Diligence, Bonds, Bloomberg, Investments, Credit Analysis, Valuation, Financial Structuring, Hedge Funds, Capital Markets

Education
The Chinese University of Hong Kong   1980 — 1981
(non degree program), Mandarin and Chinese Culture

Harvard T.H. Chan School of Public Health   1978 — 1980
SM, Health Policy and Management

Harvard University   1978 — 1978
Certificate, Senior Executive Program in Health Policy

Université Catholique de Louvain   1970 — 1971
Bachelier en Philosophie, Philosophie, UCL was "pass/fail" and I got the degree on the first try (most expats didn't)

St. Thomas Seminary, Bloomfield CT   1966 — 1968
AA, Liberal arts, classic languages and literature, One of the top ten (but in a class of about 65...)

Michael Piersol Michael Piersol Boston, Massachusetts Details
Michael Piersol's Standish Mellon Asset Management Experience September 2005 - Present
Job Emerging Markets Senior Bond Trader at Standish Mellon Asset Management
Industry Investment Management
Experience
Standish Mellon Asset Management   September 2005 - Present
Columbia Management  September 2003 - September 2005

Skills
Fixed Income, Bloomberg, Investment Management, Asset Allocation, Investment Strategies, Bonds, Derivatives, Securities, Capital Markets, Mutual Funds, Trading

Education
University of Calgary
Bachelor of Commerce (B.Com.)

Patrick Savery Patrick Savery Boston, Massachusetts Details
Patrick Savery's Standish Mellon Asset Management Experience October 2014 - Present
Job Trading Assistant at Standish Mellon Asset Management
Industry Financial Services
Experience
Standish Mellon Asset Management   October 2014 - Present
Standish Mellon Asset Management   March 2013 - September 2014
Standish Mellon Asset Management   June 2012 - February 2013
Standish Mellon Asset Management   June 2011 - May 2012
John Hancock Life Insurance Company (U.S.A.)   June 2010 - August 2010
John Hancock Life Insurance Company (U.S.A.)   June 2009 - August 2009

Skills
Derivatives, Trading, Asset Allocation, Financial Modeling, Fixed Income, Portfolio Management

Education
University of Richmond   2007 — 2011
Bachelor of Arts, History, Business

The University of Hong Kong   2009 — 2009
Business

Grant Keefe Grant Keefe Greater Boston Area Details
Grant Keefe's Standish Mellon Asset Management Experience 2001 - 2002
Job Project Manager at Cumming Corporation
Industry Financial Services
Experience
Cumming Corporation  July 2015 - Present
CBRE  July 2014 - July 2015
Iron Mountain  May 2013 - April 2014
US Family Health Plan and Steward Health Care   February 2010 - May 2013
BNY Mellon  June 2008 - February 2010
Countrywide Bank  August 2006 - January 2008
The New York Mortgage Company  April 2005 - May 2006
Countrywide Bank  February 2004 - March 2005
Standish Mellon Asset Management   2001 - 2002

Skills
Accounting, Customer Service, Valuation, Sales, Financial Analysis, Microsoft Excel, Financial Reporting, Financial Modeling, Microsoft Office, Process Improvement, Credit, Finance, Contract Negotiation, Insurance, Loans, Strategic Planning, Forecasting, Budgets, Risk Management, Data Analysis, Analysis, Business Analysis, Leadership, Business Planning

Education
Northeastern University   1999 — 2004
Bachelor of Science, Business Administration; Finance

East Lyme High School

East Lyme High School

Rip Reeves Rip Reeves Greater New York City Area Details
Rip Reeves's Standish Mellon Asset Management Experience September 2000 - October 2009
Job Chief Investment Officer/Treasurer at AEGIS Insurance Services, Inc.
Industry Insurance
Experience
AEGIS Insurance Services, Inc.   July 2011 - Present
Argo Group International Holdings, Ltd.   October 2009 - July 2011
Standish Mellon Asset Management   September 2000 - October 2009
Scudder Stevens & Clark  February 1996 - August 2001
J.P. Morgan   January 1990 - February 1996
Salomon Brothers  July 1985 - January 1990

Skills
Reinsurance, Volatility, Fixed Income, Investments, Bloomberg, Asset Management, Asset Allocation, Mortgage Lending, Derivatives, Portfolio Management, Risk Management, Mutual Funds, Insurance, Asset Managment, Financial Risk

Education
Louisiana State University   1978 — 1985
BS and MBA, Business and Finance

An Lu An Lu Greater New York City Area Details
An Lu's Standish Mellon Asset Management Experience January 2006 - October 2006
Job Manager at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group  January 2015 - Present
The Blackstone Group  July 2011 - December 2014
Neuberger Berman  October 2007 - July 2011
Standish Mellon Asset Management   January 2006 - October 2006

Skills
Bloomberg, Fund Of Funds, Fund Accounting, Hedge Funds, Asset Management, Alternative Investments, Valuation, Equities, Investments, Derivatives, Financial Analysis

Education
Northeastern University   2000 — 2005
Business, Finance, Marketing

David Granelli David Granelli Greater Denver Area Details
David Granelli's Standish Mellon Asset Management Experience June 2011 - December 2011
Job Credit Analyst at Miles
Industry Marketing and Advertising
Experience
Miles  December 2013 - Present
J.P. Morgan   August 2012 - October 2012
Standish Mellon Asset Management   June 2011 - December 2011
State Street  July 2010 - December 2010
LaForte Financial Services   June 2006 - August 2006

Skills
Excel, Access, PowerPoint, Word, Bloomberg, Photoshop, Project Management, Microsoft Excel, Finance, Accounting, Securities, Mutual Funds

Education
Northeastern University   2008 — 2012
Bachelor of Science in Business Administration, Finance and Marketing, Minor in International Affairs, 3.70

John Cabot University   2011 — 2011
N/A, Finance and Marketing

Westhill High School   2004 — 2008
Diploma, 3.66

Jennifer Muzerall Jennifer Muzerall Greater Boston Area Details
Jennifer Muzerall's Standish Mellon Asset Management Experience January 2010 - September 2012
Job Senior ETF Analyst Cerulli Associates
Industry Financial Services
Experience
Cerulli Associates  March 2014 - Present
Natixis Global Asset Management  September 2012 - March 2014
Standish Mellon Asset Management   January 2010 - September 2012
The Boston Company Asset Management  May 2006 - December 2009
Fidelity Investments  May 2005 - May 2006
Wells Fargo Financial  June 2004 - May 2005

Skills
Bloomberg, Mutual Funds, Fixed Income, Equities, Investments, Trading, Series 7, Financial Modeling, Securities, Financial Analysis, Asset Allocation, Hedge Funds, Portfolio Management, Asset Managment, Alternative Investments, Relationship Management, Morningstar Direct

Education
Suffolk University - Sawyer Business School   2008 — 2011
MBA, Business Administration/Finance

Bryant College   2000 — 2004
Bachelor of Science, Business Administration

Ashley Kotowski Ashley Kotowski Greater Boston Area Details
Ashley Kotowski's Standish Mellon Asset Management Experience January 2010 - June 2010
Job Treasury Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management  June 2014 - Present
Wellington Management  August 2012 - June 2014
Northeastern University  September 2007 - May 2012
Wellington Management  June 2011 - January 2012
Standish Mellon Asset Management   January 2010 - June 2010
John Hancock Life Insurance Company (U.S.A.)   January 2009 - June 2009
Blue Cross Blue Shield  June 2008 - August 2008

Education
Northeastern University   2007 — 2012

Lynn Loiselle Lynn Loiselle Greater Boston Area Details
Lynn Loiselle's Standish Mellon Asset Management Experience November 2009 - Present
Job Senior Graphic Designer at Standish Mellon Asset Management
Industry Investment Management
Experience
Standish Mellon Asset Management   November 2009 - Present
Massasoit Community College  September 2008 - November 2009
Brockton Hospital  2004 - 2008
Standish, Ayer & Wood   1995 - 2000
New England Life Insurance Co  1980 - 1993

Skills
Graphic Design, Adobe Creative Suite, PowerPoint, Brochures, Marketing Communications, Presentation Development, Graphics, HTML, Layout, Illustrator, InDesign, Web Design, Newsletters, Photoshop, Adobe Acrobat

Education
Massasoit Community College
Candidate for Associate of Science (A.S.), Business, Management, Marketing, and Related Support Services

Burdett School of Business
graduate of Executive Assistant/Executive Secretarial Program

Jonathan Mauceli, CFA Jonathan Mauceli, CFA San Francisco Bay Area Details
Jonathan Mauceli, CFA's Standish Mellon Asset Management Experience May 2009 - Present
Job Stable Value Portfolio Manager
Industry Investment Management
Experience
Standish Mellon Asset Management   May 2009 - Present
Standish Mellon Asset Management   April 2002 - October 2009
RCM  2000 - 2001

Skills
Fixed Income, Portfolio Management, Securities, MBS, Trading, ABS, Bloomberg, Asset Managment, Investments, Asset Allocation, Equities, Financial Modeling, Valuation, Investment Management, Capital Markets, Bonds, Mutual Funds

Education
University of California, Berkeley, Haas School of Business   2008 — 2011
MBA, Finance and Real Estate

University of California, Santa Barbara   1996 — 2000
Bachelor of arts, Economics and Political Science

Basil Murray Basil Murray Greater New York City Area Details
Basil Murray's Standish Mellon Asset Management Experience April 1997 - November 1998
Job
Industry Staffing and Recruiting
Experience
CareerBuilder.com  August 2010 - Present
Personified, A CareerBuilder Company  August 2010 - January 2014
XO Communications  October 2009 - August 2010
XO Communications  February 2007 - October 2009
Mpower Communications (bought by Telepacific Communications)   February 2006 - January 2007
Mpower Communications  March 2003 - February 2006
Genuity  March 2000 - August 2001
Standish Mellon Asset Management   April 1997 - November 1998
Standish Mellon Asset Management   September 1995 - April 1997

Skills
Direct Sales, Salesforce.com, SaaS, Account Management, Solution Selling, Enterprise Software, Managed Services, Leadership, Sales Operations, Sales, Telecommunications, Marketing, VoIP, Strategy, Management, Business Development, Cold Calling, Strategic Partnerships, Sales Management, CRM, Sales Process, Talent Acquisition, New Business Development

Education
Saint Lawrence University   1991 — 1995
BA, English

James Donaldson, CFA James Donaldson, CFA Greater Boston Area Details
James Donaldson, CFA's Standish Mellon Asset Management Experience August 2007 - January 2008
Job Analyst at GMO
Industry Investment Management
Experience
GMO  June 2010 - Present
GMO  2015 - 2015
GMO  2015 - 2015
GMO  July 2009 - December 2009
GMO  July 2008 - December 2008
Standish Mellon Asset Management   August 2007 - January 2008

Skills
Bloomberg Terminal, Factset, Data Analysis, Fixed Income, Microsoft Excel, Accounting, Account Reconciliation, Bloomberg, Valuation, Financial Modeling, Internal Controls, Hedge Funds, Quantitative Analytics, Equities, Alternative Investments, Financial Analysis, Investment Management

Education
Northeastern University   2005 — 2010
Bachelor of Science Degree, Finance & Accounting; Macroeconomics, Magna Cum Laude

Shannon Keohane Shannon Keohane Greater Boston Area Details
Shannon Keohane's Standish Mellon Asset Management Experience January 2012 - June 2012
Job Staff Accountant seeking CPA
Industry Accounting
Experience
R.A. Hall & CO. LLC   May 2014 - Present
Northeastern Information, Operations, and Analysis Group   January 2011 - December 2014
Perfecto's Cafe Inc   October 2008 - December 2014
BNY Mellon  January 2013 - September 2013
Standish Mellon Asset Management   January 2012 - June 2012
The Black Olive Restaurant   August 2007 - October 2008

Skills
Microsoft Office, Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Finance, Social Media, Managerial Finance, Research, Time Management, Accounting, Public Speaking, Teamwork, Leadership, Account Reconciliation, Facebook, QuickBooks

Education
Northeastern University   2014 — 2015
Master of Science (M.S.), Accounting

Northeastern University   2010 — 2014
Bachelor of Science Degree, Accounting

Tewksbury Memorial High School   2006 — 2010
High School Diploma

Tyler Doyle Tyler Doyle Greater Boston Area Details
Tyler Doyle's Standish Mellon Asset Management Experience December 2009 - Present
Job Municipal Bond Trader at Standish Mellon Asset Management
Industry Investment Management
Experience
Standish Mellon Asset Management   December 2009 - Present
Standish Mellon Asset Management   June 2006 - December 2009

Skills
Trading, Research, Portfolio Management, Fixed Income, Municipal, Municipalities, Investments, Bonds

Education
Providence College   2002 — 2006

Ajo Fod Ajo Fod San Francisco Bay Area Details
Ajo Fod's Standish Mellon Asset Management Experience 2001 - May 2007
Job Founder of Quantprice
Industry Research
Experience
Quantprice   February 2014 - Present
Alpha Sangha   July 2010 - January 2014
The Apache Software Foundation  2013 - 2013
Barclays Global Investors  May 2007 - January 2010
Standish Mellon Asset Management   2001 - May 2007
Hey Anita   2000 - 2001

Skills
Equities, Trading, Management, Financial Modeling, Risk Management, Investments, Strategy, Finance, Fixed Income, Hedge Funds

Education
University of Southern California   1998 — 2001
Master of Science (MS), Computer Science

University of Southern California   1998 — 1999
Master of Science (MS), Operations Research

Bishop Cotton Boy's School   1996 — 1998

Indian Institute of Technology, Madras   1994 — 1998
B.Tech, Mechanical Engineering

Jeffrey Burger, CFA Jeffrey Burger, CFA Greater Boston Area Details
Jeffrey Burger, CFA's Standish Mellon Asset Management Experience July 2009 - Present
Job Senior Municipal Fixed Income Portfolio Manager
Industry Investment Management
Experience
Standish Mellon Asset Management   July 2009 - Present
Standish Mellon Asset Management   July 2009 - June 2012
Columbia Management  September 2002 - July 2009
Fitch Ratings  August 1998 - August 2002

Skills
Bloomberg, Portfolio Management, High Yield, Fixed Income, Bonds, Mutual Funds, Asset Allocation, Investment Management, Municipalities, Capital Markets, Asset Management, Credit, Risk Management, Securities, Hedge Funds, Derivatives, Equities, Fixed Income Analysis, Municipal Bonds, Fixed Income Strategies, Wealth Management, Investments, Investment Strategies

Education
Syracuse University - Maxwell School of Citizenship and Public Affairs   1997 — 1998
MPA

Syracuse University   1993 — 1997
BA, Policy Studies and Public Relations

GunaSundari Christopher GunaSundari Christopher Greater Boston Area Details
GunaSundari Christopher's Standish Mellon Asset Management Experience 2000 - 2001
Job PL at DPH
Industry Information Technology and Services
Experience
DPH  May 2005 - Present
Judge Rotenberg Educational Center   2003 - 2005
Standish Mellon Asset Management   2000 - 2001
Telesis  June 1999 - March 2000
AFS  2000 - 2000
Telesis Global Solutions   1999 - 2000

Education
Madurai Kamaraj University   1993 — 1998
Master, Computer Science

21st Century International Matric School   1986 — 1993
1-12, All Subjects

Charles Dolan Charles Dolan Greater Los Angeles Area Details
Charles Dolan's Standish Mellon Asset Management Experience October 2004 - December 2006
Job Chief Strategist at Fixed Income, Cash and Currency Group, BNYMellon Asset Management
Industry Investment Management
Experience
BNY Mellon Asset Management  April 2012 - Present
Fixed Income, Cash and Currency Group, BNYMellon Asset Management   July 2010 - Present
Third Stage Investment Group   December 2006 - June 2010
Standish Mellon Asset Management   October 2004 - December 2006
Pareto Partners  1997 - 2004
Pareto Investment Management Ltd (a Mellon Financial Company)   1997 - 2004
Hughes Research Laboratories  1985 - 1997
Hughes Aircraft, RSG   1979 - 1985

Education
University of California, Los Angeles   1986 — 1989
Ph.D., Computer Science/Machine Intelligence

Eric Pflaum, CFA Eric Pflaum, CFA Greater Boston Area Details
Eric Pflaum, CFA's Standish Mellon Asset Management Experience July 2013 - Present
Job U.S. Sales and Business Development at Standish Mellon Asset Management
Industry Investment Management
Experience
Standish Mellon Asset Management   July 2013 - Present
Standish Mellon Asset Management   August 2010 - July 2013
Maine Public Employees Retirement System (PERS)   February 2009 - August 2010
Lehman Brothers  October 2000 - November 2008
D.E. Frey & Co   May 1999 - August 2000
Vail Resorts  November 1995 - January 1998

Skills
Investments, Fixed Income, Portfolio Management, Investment Management, Emerging Markets, Credit, Institutional..., Hedge Funds, Business Development, Alternative Investments, Capital Markets

Education
University of Colorado at Boulder   1988 — 2003
Bachelor of Science (BSc), Business Administration and Management, General

John W. Murray, Jr., CFA John W. Murray, Jr., CFA Boston, Massachusetts Details
John W. Murray, Jr., CFA's Standish Mellon Asset Management Experience November 1995 - March 2007
Job Managing Partner at Scallop, LLC
Industry Investment Management
Experience
Scallop, LLC   January 2011 - Present
Munder Capital Management  August 2008 - June 2011
Hanover Strategic Management, Inc.   April 2007 - July 2008
Standish Mellon Asset Management   November 1995 - March 2007
ASARCO, Inc.   November 1987 - November 1995
KeyCorp  1983 - 1988

Skills
Investments, Alternative Investments, Investment Management, Hedge Funds, Fixed Income, Asset Allocation, Equities, High Yield, Real Estate, Residential Investment...

Education
Syracuse University   1980 — 1983
BS, Finance

Diostenes Medina Diostenes Medina Greater Boston Area Details
Diostenes Medina's Standish Mellon Asset Management Experience February 2000 - July 2005
Job Associate Regulatory Compliance at Arrowstreet Capital, L.P.
Industry Financial Services
Experience
Arrowstreet Capital  December 2014 - Present
PalmerDodge Advisors LLC   July 2005 - December 2014
Standish Mellon Asset Management   February 2000 - July 2005

Skills
Compliance, Due Diligence, Risk Management, Anti Money Laundering, AML, KYC, FINRA, Financial Services, Hedge Funds, Alternative Investments, Fixed Income

Education
Northeastern University   1998 — 2004
BSBA, Finance

Boston Latin Academy   1994 — 1998
High School Diploma

James E. Platz James E. Platz San Francisco Bay Area Details
James E. Platz's Standish Mellon Asset Management Experience September 1995 - October 2003
Job Vice President, Porfolio Manager at American Century Investments
Industry Investment Management
Experience
American Century  October 2003 - Present
American Century Investments  2003 - Present
Standish Mellon Asset Management   September 1995 - October 2003

Skills
Fixed Income, Mutual Funds, Asset Allocation, Portfolio Management, Alternative Investments, Investment Management, Asset Managment, Investments, Equities, Bonds, Financial Risk, Asset Management, Hedge Funds, Bloomberg, Capital Markets, Securities, Investment Strategies, Equity Research, Risk Management, Valuation, Financial Markets, Trading

Education
University of Southern California - Marshall School of Business   1988 — 1990
MBA, Finance

University of California, Berkeley   1981 — 1985
BA, Economics and History

Michael Van Vleck, CFA Michael Van Vleck, CFA Phoenix, Arizona Area Details
Michael Van Vleck, CFA's Standish Mellon Asset Management Experience April 2007 - June 2009
Job at Denali Real Estate, LLC
Industry Real Estate
Experience
Denali Real Estate, LLC   January 2013 - Present
Geneva Real Estate & Investments LLC  April 2009 - December 2012
Standish Mellon Asset Management   April 2007 - June 2009
Bank of New York Mellon  April 2007 - June 2009
Sage Advisory Services   August 2005 - September 2006
Pacific Income Advisers  1998 - 2005
Army National Guard  February 1992 - February 2001

Skills
Fixed Income, Management, Investments, Sales, Securities, Marketing, Portfolio Management, Property Management, Financial Analysis, Residential Homes, Real Estate, Institutional..., Asset Management, Asset Managment, Equities, Investment Advisory, Asset Allocation, Selling, Referrals, Mutual Funds, Negotiation, Property, Investment Properties

Education
Northern Illinois University   1994 — 1998
B.S., Finance

Boylan High School

Pran (Kulhom) Grunin Pran (Kulhom) Grunin Greater Chicago Area Details
Pran (Kulhom) Grunin's Standish Mellon Asset Management Experience April 2008 - May 2011
Job Second Vice President, Financial Analyst at Northern Trust
Industry Financial Services
Experience
Northern Trust  June 2013 - Present
Mercer  September 2011 - June 2013
Standish Mellon Asset Management   April 2008 - May 2011
Standish Mellon Asset Management   May 2006 - April 2008
IFX Markets, Inc   July 2005 - May 2006
State Street Corporation  June 2004 - July 2005

Skills
Financial Modeling, Financial Analysis, Asset Managment, Corporate Finance, Financial Reporting, Strategic Financial..., Management, Asset Management, Business Strategy, Team Leadership

Education
Boston University - School of Management   2007 — 2010
MBA, Finance

University of Massachusetts, Amherst   2000 — 2004
BS, Economics

Claudia Ajayi Claudia Ajayi Greater New York City Area Details
Claudia Ajayi's Standish Mellon Asset Management Experience June 2002 - December 2002
Job Finance Manager, Sales Controlling at Beiersdorf
Industry Financial Services
Experience
Beiersdorf  November 2010 - Present
Staples  July 2004 - October 2010
Staples  July 2004 - May 2006
Standish Mellon Asset Management   June 2002 - December 2002

Skills
Forecasting, Finance, Financial Analysis

Education
Northeastern University   2000 — 2004
B.S., Finance & Insurance; Management Information Systems

Marie Borofka Marie Borofka Greater Boston Area Details
Marie Borofka's Standish Mellon Asset Management Experience April 1994 - November 2006
Job Graphics Specialist at GMO
Industry Financial Services
Experience
GMO  November 2006 - Present
Standish Mellon Asset Management   April 1994 - November 2006

Education
Massachusetts Bay Community College

Patrick Lyn Patrick Lyn Greater Boston Area Details
Patrick Lyn's Standish Mellon Asset Management Experience April 2006 - Present
Job Managing Director at Standish Mellon Asset Management
Industry Investment Management
Experience
Standish Mellon Asset Management   April 2006 - Present
WestLB Mellon Asset Management  November 1999 - January 2006
Davis Hamilton Jackson and Associates   September 1993 - October 1999

Skills
Fixed Income, Asset Managment, Portfolio Management, Asset Allocation, Investments, Bloomberg, Derivatives, Series 7, Investment Management, Financial Modeling, Securities, Series 63

Education
Jones Graduate School of Business, Rice University   1984 — 1986
MBA/MAcco, Accounting & Finance

Knox College   1980 — 1984
BA, Economics & International Relations

Jason Klein, CFA Jason Klein, CFA Greater Pittsburgh Area Details
Jason Klein, CFA's Standish Mellon Asset Management Experience October 2006 - March 2014
Job Chief Investment Officer at F.N.B. Corporation
Industry Investment Management
Experience
F.N.B. Corporation   March 2014 - Present
Standish Mellon Asset Management   October 2006 - March 2014
Standish Mellon Asset Management   June 2005 - October 2006
Standish Mellon Asset Management   November 2003 - June 2005
Russell/Mellon Analytical Services  July 2002 - November 2003
Legend Financial Advisors, Inc.   May 1998 - July 2002

Skills
Fixed Income, Portfolio Management, Asset Management, Bloomberg, Bonds, Investments, Asset Allocation, Investment Management, Alternative Investments, Equities, Hedge Funds, Investment Strategies, Mutual Funds, Trading, Derivatives

Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business   2003 — 2006
Master of Business Administration (MBA)

Indiana University of Pennsylvania   1995 — 1999
Bachelor of Science (BS), Major- Finance, Minor- Economics

Kent Wosepka Kent Wosepka Greater New York City Area Details
Kent Wosepka's Standish Mellon Asset Management Experience June 1998 - January 2011
Job Professional Snowboarder
Industry Investment Management
Experience
Goldman Sachs Asset Management  January 2011 - Present
Standish Mellon Asset Management   June 1998 - January 2011

Education
University of Chicago Graduate School of Business

Williams College

Alexander Huberts Alexander Huberts San Francisco Bay Area Details
Alexander Huberts's Standish Mellon Asset Management Experience 2003 - 2006
Job Former President at Mellon Capital
Industry Financial Services
Experience
Mellon Capital  March 2011 - March 2015
Coefficient Global   June 2006 - March 2011
Standish Mellon Asset Management   2003 - 2006
Mellon Capital Management  1992 - 2003

Skills
Global Macro, Hedge Funds, Portfolio Management, Asset Allocation, Fixed Income, Equities, ETFs, Alternative Investments, Asset Managment, Derivatives, Trading Systems, Portfolio Optimization, Bloomberg, Axys, Investment Strategies, Charles River IMS, Tactical Asset..., Investment Management, Performance Attribution, Equity Trading

Education
Tilburg University   1979 — 1985
Masters, Finance/Economics

Brian Zukowski Brian Zukowski Greater Boston Area Details
Brian Zukowski's Standish Mellon Asset Management Experience May 2012 - Present
Job Assistant Investment Officer
Industry Financial Services
Experience
Standish Mellon Asset Management   May 2012 - Present
BNY Mellon  April 2010 - May 2012

Education
Northeastern University   2008 — 2011
Masters of Business Administration, Investments

Wheaton College (MA)
Economics

Greg Neville Greg Neville Greater Pittsburgh Area Details
Greg Neville's Standish Mellon Asset Management Experience January 2013 - October 2013
Job Experienced Investment Professional
Industry Investment Management
Experience
Standish Mellon Asset Management   January 2013 - October 2013
BNY Mellon Cash Investment Strategies   January 2009 - December 2012
Standish Mellon Asset Management   July 2003 - December 2008
Mellon Bond Associates   1998 - June 2003
Mellon Bond Associates   1997 - 1998
Mellon Bond Associates   1996 - 1997

Skills
Fixed Income, Bonds, Bloomberg, Portfolio Management, Trading Systems, Trading, Asset Management, Derivatives, Securities, Investments, Asset Allocation, Investment Management, Money Market, Rates, Equities

Education
Robert Morris University   1994 — 1996
B.A, Business Management

Mike Pelletrino Mike Pelletrino Greater Boston Area Details
Mike Pelletrino's Standish Mellon Asset Management Experience June 2007 - March 2012
Job Senior Investment Operations Specialist at BNY Mellon
Industry Investment Management
Experience
BNY Mellon  March 2012 - Present
Standish Mellon Asset Management   June 2007 - March 2012
State Street  July 2000 - June 2004

Skills
Fixed Income, Derivatives, Global Custody, Alternative Investments, Emerging Markets, FX Options, Bloomberg, Asset Management, Investment Management, Options, Capital Markets, Foreign Exchange, Middle Office, Settlement, Back Office, Securities, Bonds, Mutual Funds, Trading, Investments

Education
Salem State University   1997 — 2001
BS, Finance

Erik Knutzen Erik Knutzen New York, New York Details
Erik Knutzen's Standish Mellon Asset Management Experience 2005 - 2006
Job Chief Investment Officer MultiAsset Class Portfolios at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman  May 2014 - Present
NEPC LLL   April 2008 - April 2014
RiverSource Investments  2007 - 2008
Standish Mellon Asset Management   2005 - 2006
Garrett Capital Management   2004 - 2005
Putnam Investments  1995 - 2004
Jeffrey Slocum & Associates  1990 - 1995

Skills
Hedge Funds, Alternative Investments, Asset Allocation, Asset Management, Investment Strategies, Equities, Fixed Income, Investment Management, Mutual Funds, Investments, Portfolio Management, Private Equity, Fund Of Funds, Equity Research, Emerging Markets, Capital Markets, Securities, Derivatives

Education
Harvard Business School   1988 — 1990
MBA

Williams College
Bachelor's degree, History and Political Economy

Brian Davies, CFA Brian Davies, CFA Greater Boston Area Details
Brian Davies, CFA's Standish Mellon Asset Management Experience February 1997 - June 2002
Job Portfolio Manager & Analyst at Ironwood Investment Management
Industry Investment Management
Experience
Ironwood Investment Management   July 2002 - Present
Standish Mellon Asset Management   February 1997 - June 2002

Skills
Investments, Capital Markets, Portfolio Management, Equities, Equity Research, Bloomberg, Financial Modeling, Equity Valuation, Financial Analysis

Education
Suffolk University - Sawyer Business School
MBA

Joe Schirripa Joe Schirripa Greater Boston Area Details
Joe Schirripa's Standish Mellon Asset Management Experience June 1999 - March 2003
Job Director of US & Global Strategies
Industry Investment Management
Experience
Numeric Investors  April 2003 - Present
Standish Mellon Asset Management   June 1999 - March 2003

Education
Massachusetts Institute of Technology - Sloan School of Management   1997 — 1999
MBA

Massachusetts Institute of Technology   1988 — 1990
MS, Electrical Engineering

Massachusetts Institute of Technology   1984 — 1988
BS, Physics

Dan Marques, CFA Dan Marques, CFA Greater Boston Area Details
Dan Marques, CFA's Standish Mellon Asset Management Experience March 2000 - Present
Job Senior Portfolio Manager at Standish Mellon Asset Management
Industry Investment Management
Experience
Standish Mellon Asset Management   March 2000 - Present
Citizens Bank  June 1997 - February 2000
First Data Investor Services Group  June 1992 - May 1997

Education
Nichols College   1994 — 1995
M.B.A.

University of Massachusetts Dartmouth   1989 — 1992
B.S., Finance

Lauren Keville Lauren Keville Greater Boston Area Details
Lauren Keville's Standish Mellon Asset Management Experience 2003 - 2005
Job Designer at Calyptus Consulting Group
Industry Design
Experience
Calyptus Consulting Group   July 2011 - Present
Freelance  2005 - September 2011
Standish Mellon Asset Management   2003 - 2005
Standish, Ayer & Wood   1990 - 2002

Skills
Creative Direction, Product Management, Project Management, Layout, Newsletters, After Effects, Illustrator, Photoshop, Video, eLearning, Captivate, Articulate, InDesign, Microsoft Office, PowerPoint, Excel, Marketing, Direct Mail Design, Social Media, CSS, HTML, XHTML, Research, Management, Graphics, Adobe Creative Suite

Education
University of Massachusetts, Amherst   1986 — 1990
BA, African American Culture

Christopher Hagan Christopher Hagan Greater Boston Area Details
Christopher Hagan's Standish Mellon Asset Management Experience May 2001 - August 2002
Job Vice President at Adviser Investments
Industry Financial Services
Experience
Adviser Investments  2009 - Present
Fidelity Investments  2007 - 2009
Fidelity Investments  2004 - 2007
UBS PaineWebber  2002 - 2003
Standish Mellon Asset Management   May 2001 - August 2002
Brown Brothers Harriman  1997 - 1999

Skills
Mutual Funds, Investments, Equities, Retirement Planning, Business Development, FINRA, Product Management, CRM, Relationship Management, Management, Series 7, Series 65, Series 63, Asset Allocation, Sales, Asset Managment, Financial Analysis, Municipal Bonds, MBA

Education
University of San Francisco - School of Management   2004 — 2005
MBA, Management

Saint Michael's College   1993 — 1997
BA, English, Philosophy

Needham High School

Richard Mattison Richard Mattison Baltimore, Maryland Details
Richard Mattison's Standish Mellon Asset Management Experience 1997 - 2007
Job SVP Risk Management at Transamerica Stable Value Solutions Inc.
Industry Insurance
Experience
Transamerica Stable Value Solutions Inc   June 2011 - Present
Retail Life USFS ING   November 2009 - May 2011
Ramstone Capital LLC   July 2007 - October 2009
Standish Mellon Asset Management.  1997 - 2007
The Lafayette Life Insurance Co.   1996 - 1997

Skills
Risk Management, Portfolio Management, Portfolio Optimization, Stochastic Processes, Fixed Income, Interest Rate Risk..., Option Pricing Models, ALM, Options, Investments, Financial Risk, Investment Strategies

Education
St. Olaf College
BA, Mathematics, Magna Cum Laude

David Lehan David Lehan Greater Boston Area Details
David Lehan's Standish Mellon Asset Management Experience September 2014 - Present
Job OperationsFinancial Analyst at Standish Mellon Asset Management
Industry Accounting
Experience
Standish Mellon Asset Management   September 2014 - Present
State Street Corp.  June 2005 - January 2013
State Street  September 1997 - May 2005
State Street  August 1980 - September 1997

Skills
Financial Reporting, Financial Analysis, Financial Services, Financial Modeling, Investments, Accounting, Access, Essbase, Microsoft Excel, Business Analysis, Corporate Finance, Process Improvement, Unit Costing, Net Interest Revenue -..., Service Department..., General &..., Trend Analysis, Organizational..., Finance, Oracle Applications, Outlook, SharePoint, Forecasting, Analysis

Education
Stonehill College   1974 — 1978
BSBA, Accounting

Rachel Wolff Rachel Wolff Greater Boston Area Details
Rachel Wolff's Standish Mellon Asset Management Experience March 2010 - May 2010
Job Digital Imaging Specialist/ Junior Designer at Rue La La
Industry Graphic Design
Experience
Rue La La  May 2010 - Present
Freelance  June 2007 - Present
Standish Mellon Asset Management   March 2010 - May 2010
Woodward at Ames, Morgans Hotel Group   October 2009 - March 2010
JCC  June 2007 - September 2009
Sweet Clover Market   September 2008 - May 2009
Sign*A*Rama   June 2007 - August 2007
Sears Portrait Studio  June 2007 - July 2007

Skills
Photoshop, InDesign, Illustrator, Photo Editing, Graphic Design, Print Collateral Design, High-end Retouching, Adobe Creative Suite, Typography, Layout, Image Editing, Web Design, QuarkXPress, Image Manipulation

Education
Massachusetts College of Art   2010 — 2011
Graphic and Web Design

University of Vermont   2005 — 2009
BA, Studio Art major, English Minor

Clay Prosperi Clay Prosperi Dallas/Fort Worth Area Details
Clay Prosperi's Standish Mellon Asset Management Experience January 2005 - June 2005
Job Program Management Subcontract Manager at Lockheed Martin
Industry Aviation & Aerospace
Experience
Lockheed Martin  May 2013 - Present
Lockheed Martin Aeronautics  August 2012 - May 2013
Lockheed Martin Aeronautics  August 2010 - August 2012
Lockheed Martin Aeronautics  May 2008 - August 2010
Lockheed Martin Aeronautics  August 2005 - May 2008
Standish Mellon Asset Management   January 2005 - June 2005

Skills
SAP Super User, Purchasing, Supply Chain Management, SAP, Aircraft, Supply Chain, Contract Negotiation, Government Contracting, Contract Management, Supply Management, Cross-functional Team..., Government Procurement, Procurement

Education
The University of Texas at Arlington - College of Business   2009 — 2011
MBA, Business Administration

Robert Morris University   2000 — 2005
Bachelor, Business Management

Michael Fiorillo Michael Fiorillo Greater Boston Area Details
Michael Fiorillo's Standish Mellon Asset Management Experience September 2008 - June 2013
Job Assistant Vice President at BNY Mellon
Industry Investment Management
Experience
BNY Mellon  June 2013 - Present
Standish Mellon Asset Management   September 2008 - June 2013
Columbia Management Group, LLC   September 2006 - September 2008
State Street Corporation  December 2005 - August 2006
State Street Corporation  August 2005 - December 2005
State Street Corporation  May 2004 - August 2005

Skills
Securities, Trading, Derivatives, Microsoft Excel, FX Options, Portfolio Management, Financial Services

Education
Lafayette College   1999 — 2003
BA, Economics and Business

Syracuse University in Florence

Sheila May Sheila May Greater Boston Area Details
Sheila May's Standish Mellon Asset Management Experience October 1992 - October 2003
Job Director of Municipal Research, GWK
Industry Investment Management
Experience
GW&K Investment Management  June 2011 - Present
Wellington Management  October 2003 - June 2011
Standish Mellon Asset Management   October 1992 - October 2003
Fleet Norstar Investment Advisors   1990 - 1992
Moody's Investors Service  1986 - 1990

Skills
Fixed Income, Portfolio Management, Bloomberg, Strategy, Asset Management, Financial Modeling, Bonds, Investments, Asset Allocation, Alternative Investments, Hedge Funds, Investment Management, Mutual Funds

Education
Suffolk University - Sawyer School of Management   1998 — 2002
MPA, Public Administration

Providence College   1982 — 1986
BS, Business Administration and Management, General

Franco Maniaci, CFA Franco Maniaci, CFA Greater Boston Area Details
Franco Maniaci, CFA's Standish Mellon Asset Management Experience July 2010 - Present
Job Portfolio Analyst Global Fixed Income at Standish Mellon Asset Management
Industry Investment Management
Experience
Standish Mellon Asset Management   July 2010 - Present
Putnam Investments  November 2007 - June 2010
Pioneer Investments  February 2005 - October 2007

Education
Providence College   1998 — 2002
BS, Finance

Sujin Ra Sujin Ra Greater Boston Area Details
Sujin Ra's Standish Mellon Asset Management Experience July 2011 - December 2011
Job Student
Industry Accounting
Experience
EarPeace   2013 - 2013
Standish Mellon Asset Management   July 2011 - December 2011
Yu-Han Kimberly   June 2009 - August 2009

Skills
Microsoft Excel, Microsoft Word, PowerPoint, Accounting, Microsoft Office, Outlook, Data Analysis, Leadership

Education
Lancaster University   2012 — 2014
Bachelor's Degree, Euro-American BBA

Northeastern University   2009 — 2014
Bachelor of Science (BSc) in International Business, Concentration: Accounting, Management Information Systems

American Institute for Roman Culture   2011 — 2011
Film Program

Beijing World Youth Academy   2006 — 2009
International Baccalaureate

Lancaster University
Euro-American BBA

Aaron Moore Aaron Moore Chicago, Illinois Details
Aaron Moore's Standish Mellon Asset Management Experience June 2006 - September 2006
Job MBA Candidate at Kellogg School of Management, Consultant at Mercer
Industry Management Consulting
Experience
Mercer  April 2015 - Present
Mercer  April 2012 - April 2015
Mercer  April 2010 - April 2012
Mercer  January 2008 - April 2010
Pioneer Investments  June 2007 - December 2007
Standish Mellon Asset Management   June 2006 - September 2006

Skills
Strategy, Financial Modeling, Management, Financial Analysis, Financial Services

Education
Northwestern University - Kellogg School of Management   2013 — 2015

Northeastern University   2003 — 2007
Bachelor of Arts, Finance and Marketing

Belmont Hill School   1999 — 2003

Jason Luft, CFA, CIPM Jason Luft, CFA, CIPM Greater Boston Area Details
Jason Luft, CFA, CIPM's Standish Mellon Asset Management Experience April 2011 - January 2012
Job Performance Analytics at PanAgora Asset Management
Industry Investment Management
Experience
PanAgora Asset Management  January 2012 - Present
Standish Mellon Asset Management   April 2011 - January 2012
Mellon Capital Management  January 2009 - November 2010
Franklin Portfolio Associates (BNY Mellon)   December 2006 - December 2008
Mellon Financial Corp  December 2005 - December 2006
Global Securities Services   October 2000 - August 2004

Skills
Investment Management, Financial Services, Pricing, Performance Measurement, Client Services, Hedge Funds, Financial Analysis, Auditing, Compliance, client service, Project Management, Programming, SQL, Performance Attribution, Performance Benchmarking, GIPS, multi-asset, Stored Procedures, Relational Databases

Education
Lehigh University
B.S, Finance

University of Massachusetts Boston
MBA, Business Administration - General

Newark High School

Kyle Curran Kyle Curran Greater Boston Area Details
Kyle Curran's Standish Mellon Asset Management Experience Fund AccountantState Street BankSeptember 2007 - April 2009
Job Portfolio Accountant at Standish Mellon Asset Management
Industry Investment Management
Experience
Standish Mellon Asset Management   Fund AccountantState Street BankSeptember 2007 - April 2009

Education
Suffolk University - Sawyer Business School   2003 — 2007

Juliana Murray Juliana Murray New York, New York Details
Juliana Murray's Standish Mellon Asset Management Experience 2005 - 2007
Job Associate at Davis Polk & Wardwell LLP
Industry Law Practice
Experience
Davis Polk & Wardwell LLP  October 2013 - Present
United States Court of Appeals for the Eighth Circuit  September 2012 - September 2013
Davis Polk & Wardwell LLP  November 2010 - August 2012
Standish Mellon Asset Management   2005 - 2007

Education
University of Chicago Law School   2007 — 2010
JD

Dartmouth College   2001 — 2005
BA, English

Kathleen Temperani Kathleen Temperani San Francisco Bay Area Details
Kathleen Temperani's Standish Mellon Asset Management Experience 1999 - 2007
Job Portfolio Reporting & Portfolio Reporting Systems Manager
Industry Financial Services
Experience
On Sabbatical  May 2011 - July 2012
Financial Group  April 2010 - April 2011
Golden Gate University  2008 - 2010
Robert Half Internationa / Kaiser   April 2009 - November 2009
Standish Mellon Asset Management   1999 - 2007
Standish Mellon Asset Management   1996 - 1999
Certus Asset Advisors   1993 - 1995
Certus Asset Advisors   1990 - 1992
The Wyatt Company  1990 - 1992

Skills
Process Improvement, Accounting, System Administration, PMP, Testing, Training, MS Project, Management, Portfolio Management, Software Documentation, Accounts Payable, Human Resources, Vendor Management, Business Analysis, Auditing, Project Management, Business Process, Business Process..., CRM, Program Management

Education
Life Purpose Institute   2007 — 2007
Certificate, Life Coaching Certification

MMS

Sonoma State University
B.S., Computer Science / Management

Natasha Mezhebovsky Natasha Mezhebovsky Greater Boston Area Details
Natasha Mezhebovsky's Standish Mellon Asset Management Experience May 2013 - Present
Job Manager of the Business Intelligence Group/Senior Data Engineer at Standish Mellon Asset Management Company LLC
Industry Investment Management
Experience
Standish Mellon Asset Management   May 2013 - Present
Standish Mellon Asset Management   August 2012 - May 2013
Standish Mellon Asset Management Company LLC  August 2010 - August 2012
The Boston Company Asset Management Company, LLC   August 2005 - August 2010

Skills
Asset Managment, Business Intelligence, Investment Management, Investments, Data Analysis, Analytics, Mutual Funds, Trading, Bloomberg, Microsoft Excel, Hedge Funds, Product Marketing, Equities, Relationship Management, Client Services, Valuation, Microsoft Office, Asset Allocation, Salesforce.com, Emerging Markets, Research

Education
Simmons School of Management   2009 — 2012
M.B.A., concentration in Finance

Alfred University   2000 — 2004
B.S., Political Science, Literature

Jack Jew Jack Jew Pittsburgh, Pennsylvania Details
Jack Jew's Standish Mellon Asset Management Experience January 2004 - December 2008
Job Graphics Designer/Artist
Industry Financial Services
Experience
BNY Mellon Cash Investment Strategies   January 2009 - September 2012
Standish Mellon Asset Management   January 2004 - December 2008

Skills
Adobe Acrobat, Adobe Creative Suite, Illustrator, InDesign, Photoshop, Graphic Design, Microsoft Office

Education
Robert Morris University   1984 — 1987
Bachelor of Science, Business Administration

Paul Rockwood, CFA Paul Rockwood, CFA Greater Boston Area Details
Paul Rockwood, CFA's Standish Mellon Asset Management Experience
Job Municipal Bond Trader at Standish Mellon Asset Management
Industry Investment Management
Experience
Standish Mellon Asset Management  

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

Education
Suffolk University - Sawyer Business School   1991 — 1995
Master of Business Administration (MBA), Finance, General

Providence College   1982 — 1986
Bachelor's degree, Finance, General

Martin Coughlin Martin Coughlin Greater Boston Area Details
Martin Coughlin's Standish Mellon Asset Management Experience October 2007 - May 2011
Job Principal Consultant Relations at Robeco
Industry Investment Management
Experience
Boston Partners  May 2011 - Present
Standish Mellon Asset Management   October 2007 - May 2011
NEPC  June 2005 - October 2007
NEPC  June 2001 - June 2005
NEPC  January 2000 - June 2001

Skills
Alternative Investments

Education
University of Massachusetts Boston
BA, Economics

Christopher Culot Christopher Culot Billerica, Massachusetts Details
Christopher Culot's Standish Mellon Asset Management Experience June 2012 - August 2012
Job Student at Hofstra University
Industry Investment Management
Experience
H. A. Zwickers   August 2007 - November 2013
Standish Mellon Asset Management   June 2012 - August 2012

Skills
Microsoft Office, Public Speaking, Research, Microsoft Word, Social Media

Education
Hofstra University   2009 — 2013
Major- Business Economics, Minor- Finance

Arlington Catholic High School   2005 — 2009

Brian Franzblau Brian Franzblau Pennington, New Jersey Details
Brian Franzblau's Standish Mellon Asset Management Experience January 2014 - June 2014
Job Student at Northeastern University
Industry
Experience
Standish Mellon Asset Management   January 2014 - June 2014
John Hancock Financial Services  January 2013 - June 2013
J.P. Morgan   May 2012 - August 2012

Skills
Public Speaking, Equities, Valuation, Investments, Research, Financial Modeling, Corporate Finance, Bloomberg, Derivatives, Finance, Financial Analysis, Microsoft Excel, Mutual Funds

Education
Northeastern University   2011 — 2016

Ethan Marshall Ethan Marshall Greater Philadelphia Area Details
Ethan Marshall's Standish Mellon Asset Management Experience January 2013 - July 2013
Job Business Analyst at Cartesian
Industry Financial Services
Experience
Cartesian  September 2014 - January 2015
Columbia Laboratories  January 2014 - April 2014
Standish Mellon Asset Management   January 2013 - July 2013
Vocus  January 2012 - July 2012

Skills
Research, Analysis, Problem Solving, Microsoft Excel, PowerPoint, Salesforce.com, Strategic Planning, Microsoft Office, Data Analysis, Strategy, Financial Analysis, Microsoft Word, Finance, Financial Modeling, Bloomberg, Business Analysis

Education
The London School of Economics and Political Science (LSE)   2014 — 2014
Summer School

Northeastern University   2010 — 2014
BSBA, Finance, General

Julie Lindsey Julie Lindsey Greater Pittsburgh Area Details
Julie Lindsey's Standish Mellon Asset Management Experience May 2007 - October 2008
Job Tax Accountant II at United States Steel Corporation
Industry
Experience
United States Steel Corporation  January 2011 - Present
United States Steel Corporation  November 2008 - December 2010
Standish Mellon Asset Management   May 2007 - October 2008

Education
Robert Morris University   2012 — 2013
Master's degree, Taxation

University of Pittsburgh   2003 — 2007
Bachelor's degree, Accounting

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