State Street Research
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State Street Research Employees
Plymouth Card Company 2014 - Present
DiVasta Business Solutions August 1995 - December 2014
Duxbury Gradnite, Inc. March 2013 - November 2014
Duxbury High School PTO September 2010 - March 2014
Duxbury Art Boosters November 2012 - January 2014
Duxbury Interfaith Council August 2008 - September 2013
D & H Print Management September 2007 - August 2010
Smith & McCafferty February 1993 - October 1995
State Street Research May 1990 - February 1993
Skills
QuickBooks, Constant Contact, Excel, Bookkeeping, Small Business, Event Planning, Coordinating Events, Event Management, Fundraising, Organization, Public Relations, Budgets, Advertising, Microsoft Excel, Microsoft Word, Newsletters, Marketing, Accounting, Facebook, Management, Customer Service, Social Media, Marketing Strategy, Leadership, Team Building, Nonprofits, Microsoft Office, Sales, New Business Development, Entrepreneurship, Negotiation, Social Media Marketing, Sales Management, Communication, Retail, Marketing Communications, Social Networking, Online Marketing, Start-ups, Business Planning, Coaching, PowerPoint, Project Management, Email Marketing, Accounts Receivable, Account Management, Training, Business Strategy, Accounts Payable, Strategy
Education
Boston University Questrom School of Business 1991 — 1993
MBA, Accounting
University of Massachusetts Boston 1987 — 1989
BSBA, Marketing
Consultant 2013 - Present
Boston Scientific 2005 - 2013
State Street Research 2001 - 2004
Precipio Partners 1999 - 2001
Strategic Interactive Group (SIG)/Digitas 1997 - 1998
Fidelity Investments 1995 - 1997
Fidelity Investments 1987 - 1995
Bank of New England Corporation 1980 - 1985
Skills
Strategic Planning, Strategy, Cross-functional Team..., Process Improvement, Marketing Strategy, Market Development, Product Management, Leadership, Competitive Analysis, Product Development, CRM, Market Research, Marketing Management, Digital Marketing
Education
Harvard Business School 1985 — 1987
MBA, Concentrations in Finance and Control
Wellesley College 1976 — 1980
BA, Political Science
TIAA-CREF April 2010 - January 2013
Sentinel Investments February 2007 - May 2009
T. Rowe Price April 2005 - January 2007
Waddell & Reed/Ivy Funds October 2003 - April 2005
Banc of America Capital Management/Nations Funds May 1999 - February 2003
Evergreen Investments April 1998 - November 1998
AIM Distributors, Inc. February 1997 - March 1998
State Street Research August 1994 - February 1997
Liberty Mutual Insurance January 1992 - July 1994
Skills
Mutual Funds, Investments, Asset Managment, Asset Management, Competitive Analysis, Strategy, Marketing, Product Marketing, Marketing Communications, Marketing Strategy, Financial Services, Product Management, Market Research, Leadership, Management, Advertising, Business Development, Integrated Marketing
Education
Northeastern University 1987 — 1991
BS, Communications
Halloran Consulting Group, Inc. June 2013 - Present
Pfizer (Contractor) July 2007 - June 2013
GSK 2005 - 2007
Biogen Idec 2000 - 2005
State Street Research 1999 - 2000
Skills
Pain, Neurology, Clinical Trials, FDA, Regulatory Submissions, Clinical Trial..., CRO, Clinical Development, GCP, Pharmaceuticals, Clinical, Clinical Research, EDC, Phase I, Budget Management, R&D, Pharmaceutical Industry, Clinical Monitoring, Clinical Operations, Protocol, 21 CFR Part 11, Lifesciences, Neuroscience, Clinical Study Design, ICH-GCP, Drug Development, Clinical Data Management, Sop, Oncology, Pain Management, Biotechnology, Life Sciences, CTMS, SOP
Education
Meredith College 2005 — 2008
MBA, MBA
University of Iowa 1994 — 1999
Bachelor of Arts (B.A.), Psychology and Physical Studies
Hammond Residential December 2013 - Present
Benoit Mizner Simon & Co. Real Estate January 2013 - December 2013
Dean Poritzky Custom Homes 2002 - December 2013
State Street Research 1988 - 2002
Fidelity Investments 1987 - 1997
Fidelity Investments 1987 - 1997
Skills
Asset Managment, Investments, New Home Sales, Interior Design, Single Family Homes, Real Estate, Investment Properties, Construction, Renovation, Portfolio Management, Relocation
Education
Wharton Business School 1985 — 1987
MBA, Finance
SUNY Binghamton 1979 — 1983
University of North Carolina May 2007 - Present
Coldwell Banker Realty Center 2003 - 2007
State Street Research 1986 - 2000
State Street Research & Management Company 1986 - 2000
Skills
Real Estate, Property Management, Valuation, Investments, Financial Modeling, Market Analysis, Negotiation, Real Estate Transactions, Contract Negotiation, Financial Analysis, Real Estate Development, Real Estate Economics, Investment Properties, Due Diligence, Public Speaking, Commercial Real Estate, Entrepreneurship, Private Equity, Portfolio Management, Finance
Education
Cornell University - Johnson Graduate School of Management 1979 — 1981
MBA, Finance
Skidmore College 1971 — 1975
BSBA, Management
Greens Farms Academy 1968 — 1971
High School Diploma
HP Enterprise Services/NHIC, Corp. December 2012 - May 2014
Career Collaborative April 2009 - December 2012
Boston Capital March 2012 - July 2012
Cambridge Savings Bank November 2011 - February 2012
State Street Corporation November 2008 - March 2009
SSGA March 2008 - September 2008
First Marblehead July 2005 - October 2007
State Street Research May 1999 - November 2002
Skills
Mutual Funds, Bloomberg, Investments, Banking, Financial Services, Financial Analysis
Education
Bunker Hill Community College 2002 — 2004
Putnam Investments January 1999 - Present
State Street Research 1993 - 1998
MFS Investment Management 1987 - 1992
Skills
Mutual Funds, Wealth Management, Investment Advisory, Investments, Investment Strategies, IRAs, Financial Advisory, Equities, Alternative Investments
Education
Boston University - School of Management 1989 — 1991
Master of Business Administration (MBA)
University of New Hampshire 1981 — 1985
BS Admn, Business
Beverly High School 1979 — 1981
Norwood High School 1978 — 1979
State Street Research October 1988 - March 2005
Skills
Securities
Education
Miami University 1982 — 1986
B. Phil., Interdisciplinary Studies
Sentinel Benefits & Financial Group July 2015 - Present
New England Aquarium August 2012 - June 2015
Bentley University January 2014 - December 2014
BlackRock 2005 - 2011
State Street Research 2003 - 2005
MetLife 1997 - 2003
BSAS 1998 - 2001
New England Pension Consultants 1996 - 1997
EASCORP 1993 - 1996
Skills
Product Management, Fixed Income, Pensions, Insurance, Institutional, Mutual Funds, Series 7, Asset Management, Asset Allocation, Portfolio Management, Hedge Funds, Alternative Investments, Asset Managment, Investments, Investment Strategies, Equities, Finance, Relationship Management, Financial Services, Investment Management, Due Diligence, Management, Securities, Tax
Education
Bentley College - Elkin B. McCallum Graduate School of Business
Master of Science (MS), Taxation
Bentley College - Elkin B. McCallum Graduate School of Business 1989 — 1992
Master’s Degree, Finance
Salem State University 1984 — 1988
BS, Business
The Standard July 2015 - Present
Lexidyne LLC May 2010 - June 2015
Scudder Investments 1999 - 2004
Arthur Andersen, LLP June 1998 - June 1999
Putnam Investments June 1995 - June 1998
State Street Research December 1992 - August 1994
Skills
Defined Benefit, Legal Writing, Mutual Funds, Pensions, Securities, ERISA, Human Resources, 401k, Financial Services, Employee Benefits, Retirement, Investments, Mergers, Leadership
Education
Suffolk University Law School 1994 — 1997
JD, Law
Colorado College 1989 — 1992
BA, Political Economy
MFS Investment Management June 2012 - Present
Numeric Investors May 2010 - June 2012
Rampart Investment Management February 2008 - August 2009
Pyramis Global Advisors (A Fidelity Investments Company) March 2005 - June 2007
State Street Research February 2001 - February 2005
Wellington Management February 1995 - February 2001
The Boston Group Software Consultants(TBG) August 1994 - February 1995
First American Real Estate Tax Service, Inc. August 1993 - August 1994
United States Army June 1985 - June 1992
Skills
Portfolio Management, Investments, Capital Markets, Series 7, Asset Management, Investment Management, Institutional..., Chartered Financial..., Series 63, Relationship Management, Trading, Fixed Income, Equities
Education
Babson College 1991 — 1993
MBA, International Finance/Marketing
Cornell University 1981 — 1985
BS, Agricultural Economics
Frankfurt American High School
Warner Bros. Games November 2014 - Present
Fidelity Investments February 2014 - November 2014
Nexage November 2013 - February 2014
Nokia Analytics (Nokia Cloud Services) at Nokia July 2011 - October 2013
MIT Lincoln Laboratory September 2007 - April 2011
Novell Inc April 2007 - July 2007
Axcelis Technologies Inc March 2005 - April 2007
P and H November 2004 - March 2005
State Street Research June 2004 - August 2004
Eliassen Group Inc August 2001 - November 2003
Skills
SOA, XML, Agile Methodologies, Tomcat, Eclipse, Java, Unix, Maven, JSP, Software Development, Spring, Perl, Hibernate, Web Services, MySQL, JavaScript, C#, SOAP, Ant, Microsoft SQL Server, Object Oriented Design, Oracle, Databases, Servlets, Integration, Java Enterprise Edition, Linux, Architecture, Shell Scripting, Visual Studio, Hadoop, Apache, JDBC, Cloud Computing, JBoss Application Server, CVS, Architectures, Amazon Web Services..., Big Data
Education
Daniel Webster College 1992 — 1998
Bachelors of Science
Pioneer Investments January 2013 - Present
Pioneer Investments January 2011 - January 2013
Summer Street Research Partners November 2008 - February 2011
Akasha Capital April 2008 - October 2008
John Hancock 2007 - 2007
Sumer Street Research Partners 2003 - 2007
State Street Research 1997 - 2003
State Street Research 1997 - 1999
Skills
Investment Banking, Equities, Bloomberg, Healthcare, Mergers & Acquisitions, Mutual Funds, Valuation, Hedge Funds, Equity Research, Financial Services, Series 7, Strategy, Competitive Analysis, Entrepreneurship, Venture Capital, Investments, Capital Markets, Asset Management, Management, Financial Modeling
Education
Bucknell University 1993 — 1997
CBRE / New England November 2009 - April 2013
RREEF August 2001 - November 2009
State Street Research April 1998 - August 2001
Cabot, Cabot & Forbes February 1989 - September 1991
Leggat McCall Properties August 1987 - February 1989
Skills
Leasing, Financial Analysis, Property Management, Real Estate, Lease Administration, Tenant, Leases, Corporate Real Estate, Lease Negotiations, Landlord, Disposition, Investments, Real Estate Development, Real Estate Transactions, Brokerage, Rent Roll, Investment Properties, Facilities Management, Asset Management, Facilities Operations, CAM Reconciliation, Commercial Real Estate, Commercial Leasing, Due Diligence, Yardi, Shopping Centers, Tenant Retention, Building Management, Location Intelligence, Tenant Representation, Rentals, Real Estate Economics, Landlords, Residential Homes, Commercial Management, Contract Negotiation, Appraisals, Building Maintenance, Operating Budgets, Selling, Property, Budgets, Management, Customer Service, Sales, Dispositions
Education
Colby College 1982 — 1985
B.A, Biology, General
The MacDuffie School 1980 — 1981
Diploma
Northeastern University
Accounting
Bank of America Merrill Edge October 2010 - Present
Bank of America May 2009 - October 2010
Bank of America March 2005 - May 2009
State Street Research May 2001 - January 2005
Credit Suisse First Boston March 1992 - April 2000
Skills
Series 24, Series 7, Investment Products, Securities, Mutual Funds, Program Management, Process Improvement, Client Service, Compliance, Risk Management, Investments, Financial Services, Strategic Financial..., Equities, Investment Management, Fixed Income, Financial Planning
Education
Boston University 1985 — 1989
BA, International Relations - Business & Economics; Minor in French
Westhill High School
Kinlin Grover GMAC Real Estate April 2001 - Present
TJ Maxx January 1995 - July 2001
State Street Research January 1985 - January 1994
Skills
Banking, Retail Buyer, Real Estate Broker, First Time Home Buyers, Buyer Representation, Condos, Listings, Single Family Homes, Vacation Homes, 1031 Exchanges, Real Estate, New Home Sales, Buyers, Townhomes, Residential Homes, Waterfront, ABR, Investment Properties, e-PRO, Sellers, Investors, Real Property, New Homes, Real Estate Development, Luxury, Referrals, Listing Homes, Foreclosures, Relocation Buyers, Seller Representation, Seniors, Home Staging, Real Estate Transactions, National Association of..., Move Up Buyers, Income Properties, Real Estate Marketing, REO, Property, Real Estate License, FHA
Education
Framingham State College
Bachelor's degree, English Language and Literature/Letters
Framingham State College
BA English Literature
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
Providence Equity Partners March 2012 - Present
Raptor Capital Management January 2009 - 2011
Redbrick Capital 2004 - 2008
State Street Research 2002 - 2004
Morgan Stanley 1995 - 2000
Goldman Sachs 1992 - 1995
Skills
Business Management, Hedge Funds, Asset Management, Business Strategy, Sales Management, Marketing Strategy, Product Development, Institutional, Alternative Investments, Private Equity, Fund Of Funds, Client Service, Investor Relations, Strategic Planning, New Business Development
Education
Harvard University 1984 — 1989
BA, Economics
Solect Energy Development, LLC September 2015 - Present
Igloo.com Limited December 2014 - August 2015
ZeptoMetrix Corporation 2013 - 2014
Advest, Inc. February 2000 - October 2001
State Street Research January 1992 - January 2000
Skills
Relationship Management, Business Development, Sales, Marketing, Microsoft Office, Salesforce.com, CRM, New Business Development, Financial Advisory, Sales Operations, Account Management, Project Management, Strategic Planning
Education
Bridgewater State University 1987 — 1991
Bachelor's Degree, Business, Marketing
Brown Brothers Harriman September 2013 - Present
Brown Brothers Harriman March 2013 - September 2013
JPMorgan Chase January 2013 - February 2013
BNY Mellon October 2011 - April 2012
John Hancock Life Insurance Company (U.S.A.) October 2006 - August 2011
Investors Bank & Trust August 2005 - October 2006
Investors Bank & Trust August 2004 - August 2005
State Street Research August 2003 - August 2004
State Street Research July 2001 - August 2003
State Street Research July 2000 - July 2001
Skills
N-CSR, N-SAR, N-MFP, N-Q, 24F-2, N-1A, Regulation S-X, The Investment Company..., FAS 157, FAS 161, Mutual Funds, Hedge Funds, Financial Reporting, IFRS, CFTC, Auditing, Derivatives, FAS 5, Finance, Fund Accounting, Internal Controls, Investments, Portfolio Management, Securities, Valuation, Bloomberg, Financial Analysis
Education
Clark University 2000 — 2004
MBA, Finance
Bryant University
Bachelor of Science (B.S.), Business Administration and Management, General
Dunkin' Brands April 2012 - Present
BJ's Wholesale Club January 2001 - January 2011
J. Baker June 2000 - January 2001
State Street Research November 1998 - June 2000
Putnam Investments January 1996 - November 1998
Education
University of Miami - School of Business 1993 — 1994
MBA, Finance
Boston College - Carroll School of Management 1987 — 1991
BS, Finance
First Trade Union Bank May 2012 - May 2013
Agero, Inc. September 2011 - May 2012
PSCH, Inc. September 2009 - September 2011
Clear Channel Inc August 2007 - September 2009
Island/Def Jam Music Group September 2001 - December 2003
State Street Research September 1998 - September 2001
Universal Music Group June 1996 - June 1998
Skills
Microsoft Excel, Event Planning, Marketing, Social Media, Financial Analysis, Outlook, Access, Negotiation, Management, Sales, Microsoft Word, Advertising, Accounting, PowerPoint, Program Management, Leadership
Education
Bentley University
Bachelor of Science, Finance
Church Farm School (High School)
NorthPoint Financial / ACA Technology Solutions February 2006 - Present
Philips March 2005 - February 2006
Bisys Hedge Fund Services March 2004 - March 2005
State Street Research July 2003 - March 2004
Biogen Idec December 2002 - July 2003
Granitar, Inc. 1999 - 2002
Kanda Software 1995 - 1999
Skills
Business Analysis, SQL, Requirements Management, Hedge Funds, Agile, SDLC, Customer Relations, Software Development, Bloomberg, SQL Server, SSRS, Requirements Analysis, ASP.NET, Data Warehousing, Equities, Fixed Income, Web Services, .NET, C#, Requirements Gathering, Architecture, Integration, XML, Visio, Java, VB.NET, IT Strategy, Team Leadership, Database Design, Software Project..., Scrum, SOA, Product Management, J2EE
Education
Brandeis University 1995 — 1999
BS, Mathematics
Commonwealth of Massachusetts 2014 - Present
Commonwealth of Massachusetts March 2008 - January 2014
Commonwealth of Massachusetts July 2001 - March 2008
Comm of Mass / Criminal History Systems Board March 1998 - May 2000
ITD Commonwealth of Massachusetts May 1992 - March 1998
State Street Research May 1988 - May 1992
AT&T September 1985 - May 1988
Western Electric August 1979 - September 1985
Skills
Government, Policy, Community Outreach, Strategic Planning, Public Speaking, Qualitative Research, Fundraising, Leadership, Economic Development, Event Planning, Microsoft Office, Workforce Development, Environmental Policy, Local Government, Microsoft Excel, Proposal Writing, Program Management, Emergency Management, Volunteer Management, Editing, Legislation, Research, Higher Education, Program Development, Public Relations, Analysis, State Government, Public Policy, Workshop Facilitation, Project Management, Program Evaluation, Public Administration, Grants, Data Analysis, Policy Analysis, Non-profits, PowerPoint, Community Development, Grant Writing, Politics, Project Planning, Political Campaigns, System Administration, Strategic Communications, Governance, Budgets, Change Management, Organizational..., Enterprise Software
Education
Boston University 1975 — 1976
Masters, Urban Planning
Boston State College 1971 — 1975
BS, Science / Education
Appleton Partners, Inc. 2003 - Present
USTrust Company of Boston 1996 - 2003
USTrust 1996 - 2003
BayBank 1986 - 1996
Gardner and Preston Moss 1982 - 1986
State Street Research 1980 - 1982
Skills
Portfolio Management, Investments, Alternative Investments, Asset Management, Finance, Asset Managment, Mutual Funds, Financial Analysis, Fixed Income, Strategic Planning, Securities, Equities, Banking, Financial Services, Financial and..., Wealth Preservation..., Multi-generational..., Private Equity, Private Banking, Trust Management, Family Office, Estate Planning
Education
Boston University 1998 — 2001
MFP, Financial Planning and Services
Northwestern University - Kellogg School of Management 1992 — 1994
Trust Administration
Simmons College - Simmons School of Management 1988 — 1991
MBA, Finance
Bentley University 1977 — 1981
BS, Finance
T. Rowe Price April 2013 - Present
Morgan Stanley June 2012 - April 2013
Morgan Stanley 2010 - July 2012
State Street Research 2009 - 2009
UBS 2008 - 2008
Skills
Equities, Valuation, Capital Markets, Financial Modeling, Trading, Equity Research, Equity Derivatives, FX Options, Mutual Funds, Bloomberg, Investment Banking, Fixed Income, Hedge Funds, Derivatives, Private Equity
Education
Massachusetts Institute of Technology 2004 — 2008
BS, Electrical Engineering & Computer Science
Ameriprise Financial March 2011 - December 2012
Ameriprise Financial March 2010 - March 2011
Merrill Lynch Investment Management May 2000 - September 2001
State Street Research February 1999 - August 1999
State Street Research February 1998 - February 1999
Putnam Investments July 1997 - February 1998
Putnam Investments September 1996 - July 1997
Putnam Investments June 1995 - September 1996
Education
Le Moyne College 1991 — 1995
BA, English
Distinctions and Community Activities
BA Degree, English Literature
j.m. Overton Sales and Marketing co., inc. February 2010 - Present
BlackRock October 2006 - May 2010
BlackRock January 2005 - October 2006
State Street Research April 2004 - January 2005
State Street Research December 2003 - April 2004
Skills
Series 63, Asset Allocation, Product Management, Series 7, Mutual Funds, Marketing, Food Industry, Food Manufacturing, Sales, Sales Presentations, Grocery, Inventory Management, Food & Beverage, Food Processing, Food Preparation, Sales Management, Sales Operations, Sales Process, Grocery Industry, Food, Strategic Planning, Marketing Strategy, Series 6, Analysis, Forecasting, Investment Strategies, Fixed Income, Separately Managed..., Securities, Investment Management, FINRA, Asset Management, Equities, Hedge Funds, Relationship Management, Uniform Combined State...
Education
Colby College 1998 — 2002
BA, Economics, Spanish, Art
Northwestern University 2001 — 2002
Universidad de Salamanca 2001 — 2001
Thayer Academy 1994 — 1998
Vemont Mutual Insurance Group August 2012 - Present
State of Vermont August 2006 - August 2012
State of Vermont January 2011 - July 2011
State of Vermont 2006 - 2010
BlackRock Solutions 2005 - 2006
MetLife 2004 - 2005
State Street Research and Management 2000 - 2004
State Street Research 1997 - 2000
State Street Research 1995 - 1997
Staples 1991 - 1995
Skills
Project Management, Vendor Management, Program Management, Process Improvement, Strategic Planning, Team Building, Change Management, Disaster Recovery, Leadership, Telecommunications, Project Planning, Team Leadership, Coaching, Contract Negotiation, Customer Service, Data Center, Enterprise Software, IT Management, ITIL, Integration, Management, Network Administration, Networking, Risk Management, Security, Software Documentation, Strategy, Testing, Training, Visio, VoIP, WAN
Education
Snelling Center for Government, Vermont Leadership Institute 2009 — 2010
Leadership
Nichols College 1987 — 1991
BS, Management
Allstate Insurance Company December 2010 - Present
Fidelity Investments November 1999 - October 2010
State Street Research November 1998 - November 1999
First Data Corporation 1996 - 1998
Equitable Life 1995 - 1996
Skills
Insurance, Financial Planning, Retirement Planning, Investments, Mutual Funds, Series 7, Strategic Financial..., Retirement, Fixed Annuities, Life Insurance, Variable Annuities, Term Life Insurance, 529 Plans, Financial Services, Series 63, Wealth Management, 401k, Asset Allocation, Disability Insurance, IRAs, Long-term Care, FINRA
Education
Rhode Island College 1991 — 1992
Accounting, Management
Community College of Rhode Island 1987 — 1990
Associates, Management
La Salle Academy 1982 — 1986
High School
ProBuild Holdings October 2013 - Present
ProBuild Holdings January 2012 - Present
Digicomm International, Inc. January 2011 - December 2011
Arrow Electronics, Inc. (formerly Alternative Technology) January 2007 - January 2011
Navigant International, Inc. (purchased by Carlson Wagonlit Travel) March 2003 - January 2007
Expanets, Inc. (purchased by Avaya, Inc.) July 2000 - March 2003
State Street Research March 2000 - July 2000
KPMG December 1996 - March 2000
Price Waterhouse January 1992 - December 1996
Skills
Forecasting, SOX, Financial Analysis, Variance Analysis, Budgeting, AOP, Financial Modeling, Financial Reporting, Plant Closures, Data Analysis, Database Design, Database Management, Policy Writing, Accounting, Budgets, Management, Process Improvement, Acquisition Integration, Account Reconciliation, Access, Sarbanes-Oxley Act, Cash Flow, Analysis, Auditing, Pricing, Corporate Finance, Financial Accounting, Internal Audit
Education
Northeastern University 1998 — 2000
MSF, Finance
Northeastern University 1991 — 1996
Master's degree, Finance, General
Keene High School 1988 — 1991
graduated, General Studies
Sentinel Investments April 2008 - Present
Citizens Funds May 2000 - April 2008
State Street Research June 1993 - May 2000
Boston Financial Data Services May 1987 - June 1993
Skills
Database Design and..., Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets, Management, Business Analysis, Vendor Management, Operations Management, Call Centers, Risk Management, CRM, Banking, Business Development, Process Improvement, Database Development
Education
Bridgewater State University
Computer Science
City Hall Boston- New Bostonians September 2014 - Present
Abdi photography 2014 - Present
State Street Research June 2012 - September 2012
Skills
Customer Service, Microsoft Excel, Research, Leadership, Microsoft Word, Project Management, Strategic Planning, Social Media, Marketing, Team Leadership, Photoshop, Event Planning, Management, Microsoft Office
Education
Bunker Hill Community College 2011 — 2014
Associate of Arts and Sciences (A.A.S.), Digital Communication and Media/Multimedia
New England School of Photography 2010 — 2011
Associate of Arts (A.A.), Photography
Voya Financial June 2015 - Present
TIAA-CREF July 2012 - May 2015
Bank of America January 2010 - July 2012
Bank of America October 2007 - January 2010
John Hancock Funds February 2006 - April 2007
Wachovia Retirement Services 2002 - 2006
State Street Research 2000 - 2001
Fidelity Investments 1993 - 2000
Skills
Consulting, Program Management, Product Management, Integrated Marketing, Management, Leadership, Marketing Strategy, Product Marketing, Marketing Management, Thought Leadership, Content Strategy, Marketing Communications, Strategic Planning, Product Development, Segmentation, Financial Services, Strategy, Strategic Partnerships, Analytics, Marketing, Competitive Analysis, Digital Marketing
Education
Boston College 2010 — 2014
MS, Business Communications
Babson College 2010 — 2010
Executive Education, Women's Leadership Program
Boston University 1998 — 1998
PMP, Project Management
Boston College 1988 — 1992
BA, Communications
Newton Country Day 1984 — 1988
Staples, Inc. January 2005 - Present
State Street Research September 1996 - May 2000
Pioneering Management Corporation June 1990 - September 1996
Skills
InDesign, Photoshop, Illustrator, Graphic Design, Direct Mail, Catalogs, Adobe Acrobat, Layout, Flyers, Adobe Creative Suite, Brochures, Mac, Typography, Logo Design, Graphics
Education
Northeastern University 1994 — 1997
Certificate, Graphic Design
University of Massachusetts, Amherst 1986 — 1990
Bachelor of Arts, Industrial Psychology
Travelers February 2013 - Present
Boston University June 2009 - December 2012
Travelers June 2012 - August 2012
State Street Research January 2011 - May 2011
KPMG Advisory August 2009 - September 2009
Skills
Matlab, R, Statistics, SAS, Data Analysis, Excel, Microsoft Office, Research, PowerPoint, Modeling, Financial Modeling, Problem Solving, Time Series Analysis, Algorithms, Stata, Quantitative Finance, Econometrics, Analysis, C++
Education
Boston University 2007 — 2012
PH.D., Statistics
Beihang University 2001 — 2005
B.A., Applied Math
shijiazhuang 2 zhong
Adeptyx Consulting April 2010 - Present
Evergreen Investments January 2002 - June 2010
Bank of America 2010 - 2010
State Street Research 2001 - 2002
Symphoni Interactive 1999 - 2001
oechsle 1989 - 1998
Skills
Relationship Management, Process Improvement, Process Redesign, Acquisitions, Liaison, CRD, Portia, Financial Services, Team Building, Securities, Asset Managment, Risk Management, Financial Risk, Fixed Income, Mutual Funds, Asset Management, Derivatives, Trading
Education
Northeastern University
Computer Science
TIAA-CREF August 2005 - Present
Putnam Investments February 2003 - August 2005
State Street Research January 2001 - February 2003
John Hancock Life Insurance Company (U.S.A.) January 2000 - February 2001
Pioneer Investments April 1997 - January 2000
Skills
Personal Financial..., Investment Strategies, Investment Advisory, Relationship Management, Investment Management, Portfolio Management, Wealth Management..., Asset Management, Marathon, Asset Allocation
Education
Colorado College 1990 — 1994
BA, English
The William Penn Charter School 1986 — 1990
Maple Capital Management May 2013 - August 2015
Standard & Poor's April 2010 - May 2013
Dwight Asset Management 2006 - August 2009
Nationwide Insurance March 2005 - June 2006
State Street Research June 1999 - February 2005
The Boston Company Asset Management 1996 - 1999
New England Mutual Life 1988 - 1996
Skills
Fixed Income, Capital Markets, Portfolio Management, Bonds, Equities, Asset Management, Bloomberg, Derivatives, Credit Analysis, Alternative Investments, Investments, Securities, Structured Finance, Hedge Funds, Asset Allocation, Banking, Credit Risk
Education
New York University - Leonard N. Stern School of Business 1983 — 1985
MBA, Finance
Cornell University 1979 — 1982
MPS, Communications
Heidelberg University 1975 — 1979
BA, English
Saturn Management December 2009 - January 2013
LLM Capital January 2005 - December 2009
Melalueca 2005 - 2007
Triumph 1998 - 2004
State Street Research 1997 - 1999
University Hosptial 1990 - 1992
Skills
Microsoft Excel, Start-ups, Management, Budgets, Training
Education
Northeastern University 1987 — 1992
Whitman-Hanson Regional 1983 — 1987
J. Hilburn Men's Clothier January 2015 - Present
Timberline Enterprises, LLC. April 2014 - January 2015
Anna Jaques Hospital August 2012 - April 2013
State Street Research 2000 - 2002
Deloitte 1996 - 2000
Skills
Account Reconciliation, Accounts Payable, Accounts Receivable, Financial Reporting, Accounting, Depreciation, FRx, Consolidated Financial..., Year-end Close, Microsoft Dynamics SL, Monthly Close, Year End Accounts, Auditing, General Ledger, Financial Accounting, GAAP
Education
Babson College 1992 — 1996
Bachelor's degree, Accounting
Calamos Investments March 2014 - Present
Columbia Management August 2005 - March 2014
BlackRock January 2005 - August 2005
State Street Research 2001 - December 2004
Skills
Investments, Separately Managed..., Asset Management, Equities, Portfolio Management, Mutual Funds, Alternative Investments, Wealth Management, Series 63, Series 7, Asset Allocation, Securities
Education
Boston College 1995 — 1999
Bachelors, Finance
BKD Wealth Advisors November 2014 - Present
Wolf & Company LLP May 2014 - November 2014
Hunter Benefits Consulting Group, Inc. March 2010 - April 2014
John Hancock Retirement Services August 2003 - March 2010
John Hancock USA (aka Manulife Financial) 2003 - March 2010
State Street Research May 2001 - October 2002
Scudder Investments November 1996 - April 2000
H.D. Vest Financial Services April 1996 - September 1999
Skills
Retirement, Retirement Planning, Mutual Funds, Pensions, Employee Benefits, Financial Advisory, Small Business, Fixed Annuities, Defined Benefit, Financial Services, ERISA, Retirement Plan..., Investments, Valuation, Marketing, Insurance, Life Insurance, Morningstar, Wealth Management, Series 7, Disability Insurance, 401k
Education
Benedictine University 2009 — 2012
University of Illinois at Urbana-Champaign 1988 — 1992
Bachelor of Arts (B.A.)
HighTower August 2015 - Present
Duffy Anderson Investment Management October 2008 - August 2015
Wachovia Securities November 2007 - October 2008
A.G. Edwards & Sons, Inc. May 2002 - November 2007
Rydex Investments February 2001 - May 2002
Charles Schwab October 1999 - September 2000
State Street Research May 1997 - September 1999
Fidelity Investments October 1995 - May 1997
Skills
Small Business, Retirement Planning, Management, Marketing, Public Speaking, Training, Sales, Leadership, Nonprofits, Financial Analysis
Education
Miami University 1991 — 1995
Bachelor of Arts (B.A.), International/Global Studies
The Williston Northampton School
Cribstone Capital Management, LLC May 2015 - Present
Duffy Anderson Investment Management Inc., LPL Financial October 2008 - May 2015
A.G. Edwards April 2002 - October 2008
MFS Investment Management May 1998 - April 2002
State Street Research July 1996 - April 1998
New England Financial November 1995 - July 1996
Skills
Investments, Asset Management, Alternative Investments, Equities, Portfolio Management, Due Diligence, Fixed Income, Financial Modeling, Business Strategy
Education
Dickinson College 1991 — 1995
Bachelor of Arts (B.A.)
Chaminade High School, Mineola, NY 1987 — 1991
S&P Capital IQ November 2013 - Present
S&P Capital IQ April 2013 - November 2013
S&P Capital IQ February 2011 - April 2013
State Street January 2008 - December 2010
State Street Research May 2007 - December 2007
Kames Capital June 2007 - September 2007
Spanish Red Cross September 2006 - December 2006
Skills
Fixed Income, Financial Markets, Capital Markets, Investment Banking, Portfolio Management, Equities, Risk Management, Thought Leadership, Presentations, Derivatives, Mergers & Acquisitions, Risk Management..., Credit Risk, Research, Hedge Funds, Panel Moderator, Financial Services, Analysis, Emerging Markets, Social Media, Market Risk, Product Development, Consulting, Asset Management, Corporate Finance, Business Strategy, University Relations, Strategic Planning, Credit, Business Development, International..., Asset Managment, Regional Integration, Macroeconomics, Bloomberg, Market Intelligence, Project Management, Strategic Partnerships, Economics, Music, Market Research, Writing
Education
The University of Edinburgh 2006 — 2007
Masters
Heriot-Watt University 2001 — 2005
Master's Degree
Waid Academy
Waid Academy
Markit July 2014 - Present
Artisan Partners January 2014 - March 2014
State Street Global Markets December 2012 - September 2013
Eaton Vance Management February 2007 - December 2011
Batterymarch Financial Management January 2001 - January 2007
State Street Research July 1999 - December 2000
Ark Asset Management June 1994 - June 1999
Booz Allen Hamilton August 1992 - June 1994
Skills
Fixed Income, Trading Systems, Equities, Financial Services, Order Management, Business Analysis, Equity Research, Data Warehousing, Analysis, Integration, Investments, Transaction Support, Equity Trading, Systems Analysis, SQL, Project Management, Eagle PACE, Bloomberg Data License, Vendor Management, Back Office, JavaScript, Requirements Analysis, Business Requirements, Charles River IMS, MacGregor, Longview, FIX, Transaction Cost..., Compliance, TCL, Requirements Gathering, Project Planning, Large Systems..., Agile Environment, Agile Project Management, Agile Application..., Manage client..., Product Management, Product Development
Education
Loyola University Maryland 1988 — 1992
BBA, MIS
St. John's College High School 1983 — 1988
Ameriprise Financial Services, Inc. March 2015 - Present
Northwestern Mutual February 2012 - March 2015
ING Investment Management February 2007 - February 2012
Pioneer Investments May 2003 - February 2007
State Street Research April 2002 - May 2003
State Street Research July 2000 - April 2002
State Street Research March 1999 - July 2000
Skills
Consultative Sales..., Relationship Management, Public Speaking, Series 7, Series 24, Series 63, Series 66, Mutual Funds, Investments, Retirement, 401k, Separately Managed..., Financial Services, Insurance, FINRA, Asset Allocation, Fixed Annuities, Financial Advisory, Strategic Financial..., Retirement Planning, Securities, Alternative Investments, Wealth Management, Variable Annuities, Retirement Plan..., Financial Planning
Education
Florida Atlantic University
BS, Finance
RGP August 2013 - Present
Reliance Trust Company December 2007 - January 2009
Pioneer Investments September 2005 - July 2007
Investors Bank & Trust November 2004 - September 2005
State Street Research September 2003 - November 2004
Skills
Market Research, Ad Hoc Reporting, Market Analysis, Skilled Communicator, Emerging Trends, Financial Markets, Team-oriented, Microsoft Excel, SQL, Microsoft Access, Microsoft Office, MySQL, Data Mining, Financial Analysis
Education
Saint Joseph's University 2010 — 2012
Master of Business Administration (MBA), International Marketing, 3.66
Bentley University 1999 — 2003
Bachelors, Finance
Santander Bank, N.A. March 2015 - Present
State Street Corporation January 2014 - March 2015
State Street Corporation June 2012 - January 2014
State Street Corporation January 2006 - June 2012
EMC May 1999 - December 2005
State Street Research 1998 - 1999
IBM Corporation 1995 - 1998
Skills
IT Disaster Recovery..., Technical Project..., Disaster Recovery Gap..., Disaster Recovery, Business Continuity, Customer Service, Team Leadership, Cross-functional..., Visio, Technical Documentation, Client Relationship..., Cross-functional Team..., Technical Analysis, Technical Communication, Open Systems, Microsoft Office, Field Service, Technical Consultation, Technical Presentations, Account Management, CRM, Program Management, ITIL, Integration, Financial Services, Business Continuity..., Process Improvement, IT Strategy, Project Management, Leadership, Vendor Management, Storage, Troubleshooting, Technical Support, Project Planning, Risk Management, SDLC, Business Analysis, Management, Information Technology
Education
Boston College 1993 — 1997
BC High 1989 — 1993
Cisco Systems 2007 - Present
Forrester Research 2005 - 2007
Columbia Funds Distributor, Inc 1997 - 2005
State Street Research 1993 - 1997
Salomon 1991 - 1993
Skills
Solution Selling, Salesforce.com, SaaS, Direct Sales, Sales Process, Channel, Cold Calling, Sales Operations, New Business Development, Selling, Strategic Partnerships, Sales, Leadership
Education
Hobart and William Smith Colleges 1986 — 1990
BA, English
Wexler Consulting April 2015 - Present
AACFL April 2015 - Present
Birthday Wishes January 2011 - Present
BiNA Farm April 2014 - August 2015
GW & Wade, LLC September 2005 - April 2015
Jewish Big Brothers Big Sisters of Greater Boston September 2010 - July 2012
Exelergy 2000 - 2002
Cambridge Technology Partners 1999 - 2000
State Street Research 1997 - 1998
Evergreen Investments 1995 - 1997
Skills
Business Development, Marketing Communications, New Business Development, Investment Advisory, Social Media Marketing, Sales Management, Social Media, Marketing, Strategic Planning, Business Strategy, Event Planning, Entrepreneurship, Lead Generation
Education
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 1999
MBA, Accounting and Finance
Boston University 1992 — 1995
Bachelor of Arts (B.A.)
newton south
Eaton Vance Management July 2006 - Present
Eaton Vance Management December 2009 - June 2014
AllianceBernstein January 2003 - June 2006
AllianceBernstein May 2000 - December 2002
State Street Research August 1998 - April 2000
Financial Research Corporation April 1997 - July 1998
Putnam Investments May 1990 - March 1997
Price Waterhouse September 1984 - April 1990
Skills
Asset Management, Equities, Portfolio Management, Trading, Mutual Funds, Strategy, Financial Services, Fixed Income, Investment Management, Investments, Asset Managment, Asset Allocation, Investment Banking, Alternative Investments, Finance, Investment Strategies, Hedge Funds, Bloomberg, Financial Advisory
Education
College of the Holy Cross 1980 — 1984
BA, Economics and Accounting
Suffield Academy 1976 — 1980
University of Pennsylvania - The Wharton School
CIMA, Finance
Novartis Companion Diagnostics September 2009 - Present
Boston Church of Christ 2001 - September 2009
BlackRock July 2000 - November 2008
State Street Research 2000 - 2005
Fitzhugh & Associates 1999 - 2000
Education
Center for Montessori Training and Education
Associates
Newbury College
Wheelock College
Delaware Life formerly Sun Life Assurance of Canada (US) August 2013 - Present
Sun Life Financial June 2001 - Present
State Street Research March 1999 - June 2001
First Data Corporation 1996 - 1999
Skills
Insurance, Mutual Funds, Process Improvement, Financial Services, Vendor Management, Management, Business Analysis, Securities, Analysis, Series 63, Compliance, Risk Management, Series 7, SOX, Relationship Management, Investments, Sarbanes-Oxley Act, Series 24, Vendor Relations, Mentoring, Budget Management, Proxy Voting, Operational Excellence
Education
Massachusetts College of Liberal Arts 1990 — 1994
Bachelor of Arts (B.A.), Sociology and Community Development
Morse and CRLS
van Gelder, Inc. August 2001 - Present
Aon Consulting 2000 - 2001
Wellington Management 1998 - 1999
Brown Brothers Harriman 1997 - 1998
State Street Research 1996 - 1997
Skills
Strategic Planning, Business Strategy, Budgets, Finance, Investments, Negotiation, New Business Development, Portfolio Management, Sales, Sales Management, Team Building, Mutual Funds, Risk Management, Mergers, Financial Analysis, Account Management, Contract Negotiation, Customer Service
Education
Kennesaw State University 2002 — 2004
Financial Planning
Boston University 1997 — 1999
Masters, Finance and Economics
Boston University Questrom School of Business 1991 — 1995
BSBA, International Business
Pershing, a BNY Mellon company July 2013 - Present
Thomson Reuters June 2011 - March 2013
SunGard June 2007 - June 2011
IBM Global Services January 2007 - June 2007
Capgemini May 2005 - January 2007
BearingPoint November 2003 - June 2005
Automated Financial Systems July 2000 - November 2003
Trademine. com Securities, LLC January 2000 - June 2000
US Clearing October 1997 - December 1999
State Street Research February 1996 - October 1997
Skills
Product Management, Wealth Management, Management Consulting, Customer Relations, Strategic Planning, Product Strategy, Digital Product..., Business Strategy, Customer Service, Business Development, Project Management, Strategy, Process Improvement, Management, Competitive Analysis, CRM, Product Development, Change Management, Strategic Partnerships, Integration, Analysis, Financial Services, Market Research, Business Analysis, Outsourcing, Agile Methodologies, Mobile Devices, Leadership, Team Leadership, Marketing, Training, Banking, B2B, Vendor Management, Sales, Start-ups, Product Marketing, SaaS, Analytics, Contract Negotiation, Salesforce.com, Mobile Applications, Market Analysis, Operations Management, Business Intelligence, Enterprise Software, Business Requirements, Business Process..., Program Management, Cloud Computing
Education
Hofstra University 1999 — 2002
MBA, Banking and Finance
Boston University 1991 — 1995
BA, Biology
Muskoka Capital Management, LLC October 2009 - October 2014
Brook Street Press March 2002 - October 2009
State Street Research & Management January 2001 - September 2001
State Street Research March 1997 - January 2001
State Street Research September 1994 - March 1997
Batterymarch Financial Management 1990 - 1992
Trinity Investment Management 1985 - 1989
The Church of the Covenant 1982 - 1984
Skills
Business Strategy, Executive Management, Leadership, Start-ups, Strategic Planning, Investment Management, Hedge Funds, Equities, Investments, Finance, Business Development, Alternative Investments, Strategy, Fixed Income, Asset Management, Product Development, Project Management, Portfolio Management, Mutual Funds, Entrepreneurship, Mergers & Acquisitions, Management, Marketing Communications, Strategic Customer...
Education
Princeton Theological Seminary 1978 — 1981
M.Div., Theology
California State University-Fullerton 1976 — 1978
BA, Psychology
Charles River Development October 2012 - Present
BlockCross Holdings LLC August 2009 - September 2012
thinkorswim September 2000 - August 2009
Linedata Services May 1997 - August 2000
The LongView Group May 1997 - August 2000
State Street Research February 1996 - May 1997
Skills
OATS, SQL, Quality Assurance, Electronic Trading, Trading Systems, FIX, Equities, Dark Pools, Block Trading, Business Analysis, Financial Markets, Market Data, Order Management, Equity Trading, Product Management
Education
Worcester Polytechnic Institute 1987 — 1991
M.S., Applied Mathematics
Bates College 1983 — 1987
Bachelor of Science (B.S.), Mathematics
Beth Israel Deaconess Medical Center September 2011 - Present
Acadian Asset Management March 2006 - September 2011
State Street Research 1998 - 2006
City Sports 1994 - 1998
Skills
SharePoint, Disaster Recovery, Active Directory, Windows Server, VMware, Virtualization
Education
Boston University 1991 — 1993
General Studies
Standard Life Investments October 2010 - Present
JPMorgan Asset Management October 2006 - October 2010
US Trust September 2003 - October 2006
American Century April 2001 - September 2003
American Century Investments 2001 - 2003
State Street Research 2000 - 2001
Baring Asset Management 1996 - 2000
Education
Boston University 1991 — 1995
BA, International Relations, Economics
Pioneer Investments June 2015 - Present
Eaton Vance June 2012 - May 2015
State Street Global Advisors January 2005 - May 2012
State Street Research 2003 - 2005
Putnam Investments 1991 - 2003
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Fixed Income, Series 7, Institutional Sales, Investments, Investment Management, Financial Modeling, Equities, Investment Strategies, Series 63, Corporate Finance, Mutual Funds
Education
Boston College - Wallace E. Carroll Graduate School of Management 1994 — 1996
MS, Finance
University of Massachusetts Boston 1987 — 1991
BS, Management
Morgan Stanley August 2014 - Present
Merrill Lynch April 2003 - October 2013
State Street Research 2001 - March 2003
Fleet Bank 1998 - 2001
Skills
Equities, Investments, Series 7, Wealth Management, Fixed Income, Retirement Planning, Financial Modeling, Financial Analysis, Investment Banking, Mutual Funds
Education
University of Massachusetts at Lowell 1997 — 2000
Bachelor's degree, Corporate Finance
Middlesex Community College 1998 — 2000
Associate of Science (A.S.), Liberal Arts and Sciences/Liberal Studies
Loomis, Sayles & Company May 2014 - Present
Janus Capital Group November 2012 - April 2014
Lee Munder Capital Group October 2008 - November 2012
Pioneer Investments August 2005 - September 2008
Blackrock January 2005 - July 2005
State Street Research March 1998 - January 2005
State Street Global Advisors August 1995 - February 1998
Education
Bates College 1991 — 1995
BA, Russian and Economics
Masconomet High School
LMCG Investments, LLC January 2012 - Present
Crosswind Investments LLC November 2007 - January 2012
Tartan Partners LLC March 2005 - November 2007
State Street Research June 1995 - March 2005
Kidder Peabody 1991 - 1993
Education
Columbia University - Columbia Business School 1993 — 1995
Master of Business Administration (MBA)
Vanderbilt University 1987 — 1991
BA, Economics
CoStar Group May 2010 - Present
Year Up 2004 - May 2010
Self Employed 2008 - 2010
Boston University School of Management September 2006 - May 2009
BlackRock January 1999 - October 2008
State Street Research February 2001 - January 2005
GE Capital January 1999 - February 2001
Skills
Valuation, Real Estate, Financial Modeling, Equities, Business Planning, Financial Analysis, Asset Managment, Portfolio Management, Analysis, Finance
Education
Boston University Questrom School of Business 2006 — 2009
MBA, Finance, Marketing, Business Strategy
Boston College 1996 — 2000
Bachelor of Science, Finance
GRT Capital June 2003 - Present
State Street Research July 1997 - June 2003
Montgomery Securities/Bank of America Securities 1995 - 1996
Education
Columbia University - Columbia Business School 1990 — 1991
MBA
New York University School of Medicine 1981 — 1985
MD
Brown University 1977 — 1981
Fidelity Investments - Contractor August 2015 - Present
Software Consultant April 2010 - Present
Waveguide Inc April 2012 - July 2015
Daniel Webster College September 2011 - April 2014
The Legacy Companies March 1999 - April 2010
State Street Research March 1996 - March 1999
Skills
Microsoft SQL Server, Visual Basic, Access, T-SQL, Crystal Reports, VBA, Integration, Testing, Technical Support, Software Development, Software Design, Project Management, HTML, Database Design, Software Documentation
Education
Boston University 1994 — 1994
·Software Application Developer Certificate Program, Computer Science
Boston University 1994 — 1994
·Client/Server Application Development Certificate Program, Computer Science
Salem State University 1984 — 1987
Computer Science
Austin Prep 1976 — 1980
NCC Media (formerly National Cable Communications) June 2010 - Present
National Cable Communications January 2006 - June 2010
National Cable Communications September 2004 - December 2005
National Cable Communications January 2003 - August 2004
State Street Research 2001 - 2002
Skills
Media Planning, Digital Media, Digital Strategy, Account Management, Advertising, Media Buying, Online Advertising, Mobile Marketing, Integrated Marketing, Digital Marketing, Lead Generation, SEM, Advertising Sales, Mobile Advertising, New Media
Education
Brandeis University 1997 — 2001
Bachelor of Arts, American Studies, Sociology
Cyrus Technology Group 2006 - Present
Hingham Real Estate 2005 - Present
State Street Research January 1997 - March 2005
BankBoston 1995 - 1997
State Street Bank 1987 - 1994
Skills
Management, Project Management, Portfolio Management, Process Improvement, Program Management, Business Analysis, Mutual Funds, SQL, Due Diligence, Asset Management, Equities, Trading, Financial Services, Integration, Business Strategy, Real Estate, Investment Management, Business Requirements, Microsoft Excel, Consulting, Financial Modeling, Strategic Planning
Education
Dartmouth College 1981 — 1983
MS, Computer Information Science
Trinity College-Hartford 1979 — 1981
BA, BS, Economics and Computer Science
Northern Cross, LLC August 2009 - Present
The Boston Company November 2006 - February 2009
Babson Capital April 2005 - October 2006
State Street Research April 2001 - February 2005
Standish, Ayer & Wood May 1998 - April 2001
Putnam Investments December 1991 - May 1998
Education
Ithaca College 1984 — 1988
BS, Business
BNY Mellon Wealth Management March 2014 - Present
Fidelity Investments April 2011 - December 2012
NSTAR August 2006 - February 2011
Charles River Development April 2005 - August 2006
State Street Research January 2000 - March 2005
Federal Home Loan Bank Boston June 1999 - September 2000
Skills
Microsoft SQL Server, Data Warehousing, Integration, Visual Basic, Data Analysis, Access, Business Process, Testing, Analysis, T-SQL, Data Migration, Data Modeling, Software Documentation, SDLC, Business Analysis, SQL, Agile Methodologies, Database Design, ETL, Business Requirements, Information Technology, Oracle, Project Management
Education
Boston University 2000 — 2003
Boston University Corporate Education Center
Boston Computer School
Tashkent State University of Economics 1983 — 1988
Master Degree, Economics
Prime, Buchholz and Associates January 2006 - Present
Wellington Management Company, LLP November 2002 - January 2006
State Street Research July 1997 - November 2003
Education
Suffolk University 2004 — 2006
MSIE, Economics
Hamilton College 1993 — 1997
MFS Investment Management 2006 - Present
Eaton Vance Managed Investments 2005 - 2006
State Street Research 2000 - 2004
Skills
Software Documentation, Project Management, Training, Business Analysis, Analysis, SDLC, Financial Services, Visio, Access, Process Improvement, Integration, Requirements Gathering, Business Process..., Vendor Management, Asset Management, Equities, Fixed Income, Portfolio Management
Education
St, John's Seminary 2001 — 2006
Master of Arts in Ministry, Catholic Ministry
Bentley University 1989 — 1993
Bachelor of Science, Accounting
Braintree High School
Related Companies October 2007 - Present
Downtown Boston Realty March 2002 - Present
State Street Research 2004 - 2005
Education
Bentley University 1999 — 2003
BlackRock December 2012 - Present
BlackRock January 2013 - September 2013
State Street Research 2002 - 2006
Zurich Scudder Investments July 2001 - April 2002
Putnam Investments 1999 - 2001
Fidelity Investments 1994 - 1999
Skills
Mutual Funds, Fixed Income, Middle Office, Back Office, Investments, Asset Managment, Equities, Derivatives, ETFs, Corporate Actions, Alternative Investments, Fund Administration, Hedge Funds, Securities, Bloomberg, Series 7, Investment Management, Leading Organizational..., Organizational Change..., Operational Turnaround, Asset Management, Settlement, Trading Systems, Trading, Options, Fund Of Funds, Financial Services, Prime Brokerage, Securities Lending, Asset Allocation, Bonds, Operational Risk..., Equity Derivatives, Fund Accounting, Risk Management
Education
Babson College
Executive Program - Business Acumen
Charter Oak State College
Bachelor of Science (BS), Business / Accounting Minor
Eaton Vance Mutual Funds October 2005 - Present
Zurich Financial Services 2003 - Present
Self-employed December 2000 - Present
State Street Research 1992 - 2000
State Street Research & Management Company 1992 - 2000
New England Invesment Companies/NVEST January 1990 - July 1992
New England Mutual Life Insurance Company May 1982 - July 1992
Equitable Life 1980 - 1982
The Equitable Life Assurance Society 1966 - 1982
Skills
Mutual Funds, Venture Capital, Investments, Investment Management, Finance, Financial Services, Strategy, Financial Advisory, Portfolio Management, Alternative Investments, Asset Management, Hedge Funds, Management
Education
Columbia University in the City of New York 1964 — 1966
Master of Business Administration (MBA), Finance and Quantitative Methods
Colgate University 1960 — 1964
Cultural Care Au Pair November 2013 - Present
Mercer June 2012 - June 2015
Fidelity Investments November 2007 - February 2009
Fidelity Investments 2005 - 2007
Fidelity Investments 2003 - 2005
State Street Research 2000 - 2003
Putnam Investments 1997 - 2000
Skills
Training, Management, Operations Management, Six Sigma, Retirement, Defined Contribution, Pensions, Defined Benefit, Benefits Administration
Education
Bryant University 2005 — 2007
MBA, Business
Bryant University 1993 — 1997
BS Business Administration, Finance
Capital Group March 2014 - Present
Northern Trust August 2009 - March 2014
UBS Global Asset Management January 2003 - August 2009
State Street Research January 1998 - December 2002
Ennis Knupp & Associates 1984 - 1993
Education
Loyola University of Chicago 1985 — 1988
MBA
Elmhurst College 1980 — 1984
BS, Finance/Economics
Commonwealth Financial Network November 2005 - Present
Eaton Vance September 2002 - November 2005
State Street Research December 1999 - September 2002
Education
Isenberg School of Management, UMass Amherst 2009 — 2011
MBA
State University of New York College at Oswego 1995 — 1999
Manulife Asset Management 2009 - Present
State Street Global Advisors 2005 - 2008
State Street Research 2004 - 2005
Standish Mellon Asset Management 2000 - 2004
Skills
Management, Alternative Investments, Asset Allocation, Investment Management, Relationship Management, Pensions, Mutual Funds, Investments, Fixed Income, Persuasive Presentations, Asset Managment, Asset Management
Education
CFA Institute 2005 — 2008
CFA, Finance
Assumption College 1993 — 1997
BA, Economics
Method Advisors July 2007 - August 2013
Meketa Investment Group 2004 - 2007
State Street Research 2003 - 2004
Wellington Management 1997 - 2003
US Army 1989 - 1994
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Private Equity, Asset Management, Investment Management, Investments, Equities, Fixed Income, Investment Strategies, Portfolio Management, Mutual Funds, Series 7, Valuation, Venture Capital, Due Diligence, Institutional..., Securities, Fund Of Funds
Education
University of Virginia - Darden Graduate School of Business Administration 1993 — 1995
Master of Business Administration (MBA)
Cornell University 1985 — 1989
BA, History
MFS Investment Management November 2009 - Present
AllianceBernstein February 2005 - October 2009
State Street Research 1998 - 2005
Education
Babson College 1990 — 1994
BlackRock 2006 - Present
State Street Research 2002 - 2005
Skills
Fixed Income, Equities, Mutual Funds, Asset Management, Investments, Series 63
Education
Florida State University - College of Business 1997 — 2000
Carolyn Rutkowski January 2001 - Present
South Shore Reg. Voc. Tech. High School January 2013 - Present
South Shore Reg. Voc. Tech. High School August 2007 - June 2012
Greenberg Traurig, LLP February 2005 - August 2007
Weymouth High School February 2006 - February 2006
State Street Research July 2000 - January 2005
Daily Local Newspaper September 1999 - May 2000
Skills
Adobe Creative Suite, Graphic Design, Web Design, Microsoft Office, Teaching, Digital Photography, Digital Printing, Offset Printing, Curriculum Mapping, Photoshop, Mac, Public Speaking, InDesign
Education
West Chester University of Pennsylvania 1994 — 1998
Bachelor of Fine Arts (B.F.A.), General Studio
Rutgers, The State University of New Jersey-Camden 1998 — 1999
Graphic Design
University of Massachusetts Boston 2005 — 2008
Vocational Education
Fitchburg State University 2010 — 2011
Vocational Education
Janney Montgomery Scott June 2008 - Present
Citi March 2006 - May 2008
Rabobank Nederland May 2000 - February 2006
SG Cowen June 1999 - August 1999
Merrill Lynch February 1997 - July 1998
State Street Research September 1993 - February 1997
Skills
Management, Valuation, Investments, Mergers, Banking, Financial Analysis, Energy, Strategy, Investment Banking, Equities, Private Equity, Capital Markets, Mergers & Acquisitions, Due Diligence, Private Placements, Corporate Finance, Venture Capital, LBO, Corporate Development, Alternative Investments, Hedge Funds, Fixed Income, Finance, Financial Modeling
Education
Cornell University - S.C. Johnson Graduate School of Management 1998 — 2000
MBA, Finance
Tufts University 1989 — 1993
BA, Economics
Tabor Academy 1985 — 1989
High School, High School/Secondary Diplomas and Certificates
State Street Research 2000 - 2002
Fidelity Management & Research 1996 - 1998
State Street Bank & Trust 1994 - 1996
Skills
Investments, Financial Risk, Equities, Fixed Income, Asset Management, Financial Modeling, High Yield, Valuation, Due Diligence, Private Equity, Sales, Management, Marketing, Leadership, Securities Lending, Business Strategy
Education
Columbia University - Columbia Business School 1998 — 2000
Masters of Business Administration, Finance
University of Virginia 1988 — 1992
Bachelor of Arts (B.A.), History, Economics
DST Retirement Solutions August 2011 - Present
Boston Financial Data Services May 2008 - November 2011
Boston Financial Data Services January 2003 - May 2008
State Street Research August 2000 - December 2002
Skills
Financial Services, Mutual Funds, Risk Management, Business Analysis, Process Improvement, 401k, CRM, Retirement, Vendor Management, Relationship Management, Business Requirements, Investments, Microsoft Excel, Visio
Education
Massachusetts College of Liberal Arts 1995 — 2000
PFPC April 2003 - April 2008
State Street Research October 1997 - March 2003
First Data Corp 1996 - 1997
Education
Nichols College 1992 — 1996
Bachelors, Accounting (Minor in English)
Tufts Health Plan 2012 - Present
Sun Life Financial 2010 - 2011
Deloitte 2005 - 2009
John Hancock June 2004 - July 2005
State Street Research January 2000 - August 2003
Skills
Requirements Analysis, Risk Management, Requirements Gathering, Data Analysis, Visio, Sarbanes-Oxley Act, SDLC, Business Analysis, Process Improvement, Business Process, Analysis, Business Intelligence, Business Process..., Management Consulting, Vendor Management
Education
Suffolk University - Sawyer Business School 2002 — 2004
MBA
Northeastern University 1992 — 1997
MFS Investment Management January 2000 - Present
state street research 1998 - 1999
Federal Reserve Board 1992 - 1994
Securities Data Company 1986 - 1989
Skills
Equity Research, Equities, Hedge Funds, Investments, Portfolio Management, Bloomberg, Asset Managment, Mutual Funds, Valuation, Financial Modeling, Alternative Investments, Investment Management
Education
Columbia University - Columbia Business School 1996 — 1998
mba, Finance, General
Boston University School of Law 1990 — 1992
JD, Law
Cornell University 1982 — 1986
BA, Political Science and Government
Eaton Vance October 2008 - Present
Bank of America October 2005 - September 2008
State Street Research 1997 - 2005
Fidelity Investments 1993 - 1997
Pioneer Investments 1988 - 1993
Skills
Media Relations, Marketing Communications, Investor Relations, Financial Services, Social Media, Corporate Communications, Internal Communications, Editing, Investments, Integrated Marketing, Asset Managment, Thought Leadership, Relationship Management, Public Relations, Advertising, Alternative Investments, Strategic Communications, Strategic Planning, Crisis Communications, Portfolio Management, Press Releases
Education
Cornell University 1984 — 1988
BS, Communications, Veterinary Medicine
Suffern High School
Apartment Services, Inc. February 2011 - Present
Casco Consultants October 2008 - November 2011
The Reserve Funds September 2007 - October 2008
JPMorgan Asset Management April 2001 - June 2007
USAllianz Investor Services October 1999 - April 2001
State Street Research 1992 - 1996
Skills
Mutual Funds, Asset Management, Investments, Series 7, Alternative Investments, Asset Allocation, Wealth Management, Equities, Series 63, Securities, Portfolio Management, Financial Services, Investment Strategies, Hedge Funds, Investment Advisory, Fixed Income
Education
Northeastern University
State Street Global Advisors January 2008 - Present
Brown Brothers Harriman 2006 - 2008
BlackRock 2005 - 2006
State Street Research 2001 - 2005
Dalbar 2000 - 2001
Skills
Middle Office, Fixed Income, Equities, Trading, Settlement, Risk Management, Root Cause Problem...
Education
Salem State University 1998 — 2000
Bachelor of Science, B.S. Political Science
Northeastern University 1995 — 1997
Bachelor of Science, Political Science and Government
Eagle Investment Systems January 2006 - Present
State Street Research 1995 - 2005
Education
Bridgewater State University
JP Morgan June 2008 - Present
Bear Stearns September 2007 - June 2008
Countrywide 2003 - 2007
State Street Research 2001 - 2003
AlphaMetrics Capital Management 1999 - 2000
Skills
Quantitative Finance
Education
Carnegie Mellon University
Ph.D.
University of Science and Technology of China
BS
Braemar Advisors, LLC January 2015 - Present
UBS January 2014 - November 2014
UBS February 2011 - January 2014
Braemar, LLC October 2008 - February 2011
Babson Capital Management October 2000 - September 2008
Loomis Sayles September 1997 - September 2000
State Street Research October 1986 - September 1997
Skills
IT Strategy, Vendor Management, Risk Management, Fixed Income, Business Intelligence, Investments, Securities, Financial Services, Portfolio Management, Equities, Business Analysis, Asset Management, Strategic Planning, Hedge Funds, Investment Banking, Derivatives, Capital Markets, Project Management
Education
Boston University Questrom School of Business
MS/MIS
University of Notre Dame
BBA
Voya Financial May 2005 - Present
Lucent Asset Management 2000 - 2003
State Street Research 1994 - 1998
Skills
Series 7
Education
Boston College - Carroll School of Management
Master of Science (M.S.), Finance
Northeastern University
University of New Hampshire - Whittemore School of Business and Economics
Bachelor of Science (B.S.), Dual Major in Business Administration and International Affairs, Minor in German
Essex Capital Management, LLC 2012 - Present
North Shore Community College 2009 - Present
Power in Lynn 2008 - Present
Maloy Financial Services April 2007 - June 2012
Commonwealth Financial Network 2007 - June 2012
North Shore Women in Business 2010 - 2010
State Street Research April 1992 - February 2005
State Street Research & Management 1992 - 2004
Skills
Wealth Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1997 — 2000
MBA, Finance
Wellington Management February 2003 - Present
State Street Research 2001 - 2003
Eaton Vance Management 1995 - 1999
Skills
Portfolio Management, Asset Management, Valuation, Financial Modeling, Bloomberg, Investments, Equities, Hedge Funds, Alternative Investments, Mutual Funds, Investment Management, Asset Allocation, Investment Strategies, Fixed Income Analysis, Bonds, Derivatives, Capital Markets, Equity Research, Securities, High Yield, Series 7, Chartered Financial..., Trading
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1992 — 1994
MBA, Accounting and Finance
Cornell University 1986 — 1990
BS, Applied Economics and Business Management
Cooperstown High School 1982 — 1986
Copper Rock Capital Partners, LLC. February 2005 - Present
State Street Research 2000 - 2004
Education
Isenberg School of Management, UMass Amherst 1984 — 1988
BBA, Finance
Atrium Real Estate Group, LLC September 2014 - Present
Madison CM Group September 2014 - Present
Time Square Development June 2009 - September 2014
Archstone-Smith February 2008 - January 2009
Forest City Enterprises May 2007 - December 2007
Gannett Welsh & Kotler October 2004 - September 2006
State Street Research October 2001 - October 2004
Education
New York University 2006 — 2007
MS, Real Estate Development
Bentley University 2002 — 2006
MBA, Management
Bentley University 1999 — 2001
BS, Finance
Westfield State University
Standish Mellon Asset Management March 2010 - March 2012
MFS Investment Management March 2007 - November 2008
Babson Capital Management May 2000 - October 2006
State Street Research April 1992 - May 2000
Education
Babson College - Franklin W. Olin Graduate School of Business 1994 — 1999
MBA, Marketing, Finance, Organization
Bryn Mawr College 1982 — 1986
A.B., Economics, Political Science
MFS Investment Management January 2009 - Present
BlackRock February 2004 - December 2008
State Street Research September 2000 - February 2004
American Scandia September 1999 - September 2000
Education
Bridgewater State University 1984 — 1986
Communications
U.S. Trust July 2012 - Present
Bank of America May 2006 - July 2012
Citigroup April 2003 - May 2006
State Street Research January 2001 - November 2002
State Street Research March 1999 - December 2000
Skills
Investments, Alternative Investments, Securities, Hedge Funds, Asset Managment, Mutual Funds, Financial Analysis, Portfolio Management, Equities, Financial Modeling, Wealth Management, Fixed Income, Strategic Financial..., Banking
Education
Boston College 1990 — 1994
B.S., Marketing
BNY Mellon March 2005 - Present
State Street Research 1997 - 2005
Fidelity Investments 1996 - 1997
Scudder Investments 1994 - 1996
John Hancock Advisers/Patriot Funds 1991 - 1994
Patriot Group 1986 - 1991
State Street Bank 1978 - 1986
Skills
Asset Management, Management, Securities, Mutual Funds, Hedge Funds, Equities, Alternative Investments, Series 7, Fixed Income, Investments, FINRA, Financial Services, Series 63, Investment Management, Capital Markets, Bloomberg, AML, Portfolio Management, Risk Management, Derivatives, Asset Managment, Due Diligence, Investment Advisory, Relationship Management, SEC filings, Wealth Management
Education
Suffolk University Law School 1993 — 1997
JD, Securitries and Corporate Law
Boston College - Wallace E. Carroll Graduate School of Management 1985 — 1987
MSF, Finance
Suffolk University - Sawyer Business School 1979 — 1983
MBA, Business
University of Massachusetts Boston 1974 — 1978
BA, Business Management
Sun Capsule October 2014 - Present
Santander Investment January 2013 - Present
SANTANDER INVESTMENT SECURITIES January 2013 - May 2014
Sovereign Bank June 2010 - December 2012
RMB October 2009 - June 2010
Bank of America January 2007 - March 2009
Resource Management of Boston March 2005 - January 2007
State Street Research March 2001 - February 2005
Putnam Investments 1996 - 1999
Stride Rite 1986 - 1996
Skills
Strategy, Business Development, Product Management, Leadership, Financial Services, Investments, Mutual Funds, Management, Mergers & Acquisitions, Asset Management, Strategic Planning, Process Improvement, Series 7, Sales Management, Marketing Strategy, Sales, Operations Management, Training, Sales Process, Team Leadership, Asset Managment, Analysis, Insurance, Change Management
Education
Merrimack College 1982 — 1986
B.S, Finance
Citizens Bank September 2009 - Present
BlackRock January 2005 - March 2009
State Street Research 2004 - 2005
New England Financial 2000 - 2004
Deutsche Financial Services 1999 - 2000
Bentley College July 1997 - August 1999
AT&T Capital 1996 - 1997
Skills
Email Marketing, Marketing, E-commerce, Management, Strategy, Financial Services, Marketing Communications, Lead Generation, Cross-functional Team..., Digital Marketing, Customer Insight, Data Analysis, Relationship Building
Education
Bentley University 1992 — 1996
B.S., Marketing
Federal Home Loan Bank of Atlanta June 2007 - Present
Lehman Brothers May 2002 - August 2005
State Street Research March 2000 - May 2002
Skills
Banking, Derivatives, Capital Markets, Bloomberg, Fixed Income, Structured Products, Swaps, Trading, ALM, Funding
Education
Vanderbilt University - Owen Graduate School of Management 2005 — 2007
Master of Business Administration (MBA), Finance, General
Newberry College 1997 — 1999
BS, Business Administration and Management, General
The Citadel 1995 — 1997
State Street Global Advisors 2008 - 2013
Morley Fund Management 2005 - 2008
State Street Research 2003 - 2005
Fleet Boston Financial Group August 1999 - August 2003
US House of Representatives August 1991 - August 1997
Skills
Credit, Fixed Income, Investments, Valuation
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Finance, General
Bates College
BA
International Commercial Credit Corporation February 2009 - Present
Spectro Properties LLC March 2008 - Present
Wells Fargo February 2008 - March 2008
Goldrush Getaways 2007 - 2008
Goldrush Getaways 2007 - 2008
State Street Research January 1993 - June 1996
Education
La Sierra University 1976 — 1979
lesley University 2000 - 2005
state street research 1994 - 2000
Education
Lesley University 2001 — 2004
MEd., Elementary Education
University of New Hampshire 1989 — 1993
BA, Engleish / Women's Studies
Longmeadow High School
BlackRock August 1999 - Present
State Street Research August 1999 - January 2005
Skills
Relationship Management
Education
Bridgewater State University 1996 — 1999
Bachelor of Arts, Spanish
Sette Tredici January 2009 - Present
Barrington Partners March 2002 - October 2008
CDC/IXIS ASSET MANAGEMENT December 1999 - December 2001
State Street Research January 1999 - December 1999
INVESTMENT MANAGEMENT AND RESEARCH May 1996 - August 1998
Merrill Lynch May 1994 - May 1996
Skills
Investments, Portfolio Management, Mutual Funds, Management, Marketing, CRM, Leadership, Finance, Due Diligence, Sales Operations, Sales Management, Series 7, Sales, Analytics, Asset Allocation, Customer Service, Marketing Management, PowerPoint, Retail, Microsoft Office, Adobe Creative Suite, Photoshop, Graphic Design, Fine Art, Art Direction
Education
Florida Institute of Technology 1985 — 1989
Bachelor of Science, Administration and Finance
Numeric Investors LLC January 2015 - Present
GL June 2013 - April 2014
BlackRock November 2007 - May 2013
BlackRock February 2005 - November 2007
State Street Research July 2003 - February 2005
State Street Research October 2002 - July 2003
State Street Research October 2001 - October 2002
Skills
Mutual Funds, Series 7, Equities, Separately Managed..., Series 63, Asset Allocation, Asset Managment, Investment Strategies, Chartered Financial..., Alternative Investments, Institutional..., Investments, Asset Management, Bloomberg
Education
Connecticut College 1996 — 2000
BA, Economics
CYS Investments, Inc. February 2006 - Present
Citizens Bank September 2002 - February 2006
State Street Research August 1992 - August 2002
Skills
Fixed Income, Portfolio Management, Investments, Mutual Funds, Hedge Funds, Asset Managment, Alternative Investments, Asset Allocation, Bloomberg, Economic analysis
Education
Duke University - The Fuqua School of Business 1982 — 1984
MBA, Investments
University of Vermont 1975 — 1979
BA, Economics
Standish Mellon Asset Management May 2005 - Present
State Street Research August 1996 - January 2005
State Street Research 1997 - 2005
Skills
Fixed Income, Bloomberg, Asset Allocation, Investment Management, Asset Management, Investment Strategies, Portfolio Management, Mutual Funds, Bonds, Derivatives, Securities, Investments, Capital Markets, High Yield
Education
School name: 1990 — 1994
Bachelor's degree, Economics
Trinity College-Hartford 1990 — 1994
BA, Economics
Choate Rosemary Hall 1986 — 1990
MFS Investment Management September 2013 - Present
RocketSoftware December 2012 - Present
FundQuest March 2007 - Present
Massachusetts Eye and Ear Infirmary 2005 - 2007
State Street Research 1996 - 2005
Skills
Data Center, Firewalls, Virtualization, Disaster Recovery, VMware
Education
Northeastern University 1987 — 1993
BS, EE
Northeastern University
Bachelor Science of Electrical Engineer
Blueliner Marketing, LLC March 2013 - Present
Self employed February 2011 - Present
Sole9 March 2014 - August 2014
Avanade May 2013 - March 2014
JFYNetWorks Boston June 2008 - February 2011
Quant Funds December 2006 - July 2007
Columbia Management July 2002 - July 2006
State Street Research June 2000 - June 2002
Skills
Asset Managment, Investments, Strategic Financial..., Marketing Communications, Marketing Event Planning, Digital Marketing, Sales, Program Management, Marketing, Asset Management, Facebook, Fundraising, Marketing Strategy, Nonprofits, Social Media, Project Management, CRM, Public Relations, Social Media Marketing, Event Planning, Business Development
Education
Hartwick College 1996 — 2000
BA, Economics
Eaton Vance August 2012 - Present
Cantella July 2006 - August 2012
MetLife July 2004 - November 2005
State Street Research May 2001 - July 2004
State Street Research September 2000 - April 2001
Skills
FINRA, Mutual Funds, Investments, Insurance, Trading, Series 63, Series 7, Series 24, Securities, Investment Advisory, Wealth Management, Asset Managment, Retirement Planning, Series 6, Portfolio Management, Strategic Financial..., Fixed Annuities, ETFs, Alternative Investments, Retirement
Education
Suffolk University Law School 1991 — 1994
JD, Securities and Corporate Law
Northeastern University 1986 — 1991
BS, Political Science
Ropes & Gray LLP May 2012 - Present
Greenberg Traurig, LLP October 2006 - October 2011
Quinn Printing 2005 - 2006
Fidelity Communications 2002 - 2005
State Street Research January 2000 - January 2002
Skills
Budgeting, Customer Relations, Vendor Relations, Excel, Word, Outlook, Scheduling, Customer Service, PrintStream..., PSI (printing..., Microsoft Excel, Budgets
Education
Boston University
B.S., Journalism
Printing Institute of New England
Management Education Programs, Production Planning and Control, Introduction to Printing Estimating, Basics of Buying and Using Pap
Liberty Mutual Insurance October 2004 - Present
State Street Research October 2001 - October 2004
John Hancock Investments 1995 - 2001
Putnam Investments June 1993 - June 1995
Skills
Leveraged Finance, Investment Management, High Yield Bonds, Fixed Income, Financial Modeling, Asset Management, Bloomberg
Education
Massachusetts Institute of Technology - Sloan School of Management 1991 — 1993
Master's Degree, Finance, General
Dartmouth College 1982 — 1986
Bachelor's Degree, Computer Science
Columbia Management July 2007 - Present
Columbia Management October 2004 - July 2007
State Street Research September 2002 - October 2004
Education
Emory University 1998 — 2002
BBA, Finance, Management
Anchor Capital Advisors February 1999 - Present
Boston Land Company February 1997 - February 1999
State Street Research January 1992 - February 1997
State Street Research January 1992 - February 1997
Education
Northeastern University
Bachelor's Degree, Finance, General
Research Plastics Marketing, Inc. January 2003 - Present
State Street Research April 2000 - March 2002
Skills
Customer Service, Negotiation, Sales Management, Budgets, Strategic Planning, Outlook, Sales, English, Microsoft Excel, PowerPoint, Account Management, Sales Operations, Microsoft Word, Retail, Microsoft Office, Product Development
Education
Connecticut College 1989 — 1993
BA, Political Science and History
Holderness School 1988 — 1989
American Research & Management Co. August 2005 - Present
Coalition for Buzzards Bay 2004 - 2005
The Marion Institute 2000 - 2004
Magnet Brand Planning Group 1999 - 2000
State Street Research 1998 - 1999
Loomis, Sayles & Company 1993 - 1998
Education
Boston University
Licences: Series 7, 63 and 27
St. Lawrence University
B.A.
Westminster School
High School
Palisade Capital Management August 2012 - Present
BlackRock January 2005 - August 2012
State Street Research 2002 - 2005
Brandes Investment Partners June 2001 - August 2001
J.P. Morgan 1996 - 2000
Skills
Factset, Equities, Investment Management, Investments, Equity Research, Equity Valuation, Bloomberg, Thomson One, Thomson/Baseline, Asset Management, Valuation, Hedge Funds, Portfolio Management, Due Diligence
Education
Columbia Business School 2000 — 2002
Master of Business Administration (M.B.A.)
Stanford University 1992 — 1996
Bachelor of Arts (B.A.), Economics and East Asian Studies
Loomis, Sayles & Company July 2015 - Present
State Street Global Advisors July 2013 - June 2015
BlackRock January 2010 - July 2012
BLACKROCK, INC January 2005 - July 2012
BlackRock 2005 - July 2012
BlackRock January 2005 - January 2010
State Street Research January 2003 - January 2005
STATE STREET RESEARCH & MANAGEMENT January 1992 - January 2005
State Street Research 2003 - 2005
State Street Research 1996 - 2003
Skills
CFA, Chartered Financial..., Portfolio Management, Equity Research, Investments, Hedge Funds, Equities, Asset Management
Education
Boston College 1988 — 1992
Bachelor of Science (B.S.), Finance, General
Malden Catholic High School 1984 — 1988
Boston College
B.S, Finance
Malden Catholic High School
Alcentra January 2013 - Present
Standish Mellon Asset Management 2005 - Present
State Street Research 2003 - 2005
Credit Suisse July 2000 - July 2003
Fidelity Investments July 1996 - August 1998
Skills
High Yield Bonds, Portfolio Management, Fixed Income, High Yield, Leveraged Finance, Bloomberg, Bonds, Alternative Investments, Financial Modeling, Hedge Funds
Education
Columbia Business School 1998 — 2000
Master of Business Administration (MBA), Finance
Hamilton College
Bachelor of Arts (B.A.)
Private Practice May 2011 - Present
Putnam Investments 2004 - 2011
State Street Research 1995 - 2004
The Boston Company 1987 - 1995
Ropes & Gray LLP 1981 - 1987
Office of US Senator Lowell Weicker 1977 - 1978
Education
University of Michigan Law School 1978 — 1981
Doctor of Law (J.D.)
Dartmouth College 1973 — 1977
Bachelor of Arts (B.A.), Economics
Fairfield Prep 1969 — 1973
Boston Financial Data Services March 2008 - June 2014
State Street Research July 2000 - January 2006
EquiServe November 1997 - July 2000
Skills
Avaya Site..., Avaya Communication..., Avaya AES, Project Management, Technical Documentation, Microsoft Office, Lync, SharePoint, Creative Problem Solving, Customer Service, Disaster Recovery, Avaya CMS Supervisor, Software Documentation
Education
Florida Community College at Jacksonville
Copper Rock Capital Partners July 2005 - Present
MFS Investment Management May 1999 - June 2005
State Street Research July 1997 - May 1999
Skills
Asset Management, Equities, Portfolio Management
Education
University of Pennsylvania - The Wharton School 1995 — 1997
Master of Business Administration (MBA), Accounting and Finance
Boston College 1988 — 1992
Bachelor of Science (BS), Finance, General