The Boston Company

Description

Address: BNY Mellon Center, 1 Boston Place, Boston, MA 02108, USA Phone: +1 617-722-7029Category: Place name: : : : : : : Website: Hours: Website: http://www.thebostoncompany.com/ Category: Corporate office Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a question See all questions (1) Add a photoThank you for sharing!Your photo will be posted publicly on Google.Contribute MoreFinishedUpload public photos of The Boston Company Asset Management Posting publicly on the Web Write a review Reviews 1 Google review

The Boston Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at The Boston Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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The Boston Company Employees

Employee
Years
Job
Industry
Eileen Paddock Eileen Paddock Phoenix, Arizona Area Details
Eileen Paddock's The Boston Company Experience 1998 - 2000
Job President at Elderflower Group, LLC
Industry Management Consulting
Experience
Elderflower Group LLC   April 2014 - Present
Alzheimer's Association (Desert Southwest)   August 2013 - May 2014
Advisor Vision Marketing, LLC   January 2011 - April 2014
Foundation For Senior Living  August 2012 - May 2013
FundQuest, Inc.   May 2010 - June 2010
FundQuest, Inc.   2006 - May 2010
John Hancock Financial Services  2002 - 2005
LPL Financial Services  2000 - 2002
The Boston Company   1998 - 2000
MFS Investment Management  1992 - 1998

Skills
Marketing, Marketing Strategy, Strategy, Leadership, Public Speaking, Financial Services, Management, Online Marketing, Copywriting, PowerPoint, Marketing Communications, Copy Editing, Research, Business Strategy, Training, Nonprofits, Analysis, Competitive Analysis, Social Services, Sales Presentations, Community Outreach, Business Relationship..., Marketing..., Cross Selling, Website Copy, Gerontology, Elder Care, Alzheimer's disease, Caregivers, Family Caregiving, Consulting, Strategic Consulting, Aging in Place, Older Adults, Strategic Planning, Business Development, Editing, Healthcare, Health Education, Key Account Management, Program Management, Cultural Diversity, Social Justice, Cultural Sensitivity

Education
Arizona State University   2012 — 2014
Master of Social Work (MSW), Social Policy, Administration & Community

University of Arizona & Arizona State University   2012 — 2013
Foundational Graduate Certificate in Gerontology

Boston University   1993 — 1997
BS, Management (Business)

Emerson College
Certificate in Copyediting

Susan Brunelli Susan Brunelli Greater Boston Area Details
Susan Brunelli's The Boston Company Experience 1994 - 1995
Job Berkshire Hathaway HomeServices Page Realty
Industry Real Estate
Experience
Berkshire Hathaway HomeServices  March 2013 - Present
Catalyst - a TeamBuilders WorldWide Company   May 2008 - October 2014
NewMediary  November 1999 - April 2002
New River Investor Communications   October 1997 - October 1999
R.R. Donnelley Financial   1995 - 1997
The Boston Company   1994 - 1995
Christopher-Gordon Publishers   1992 - 1994
TAB Newspapers  1991 - 1992

Skills
Leadership Development, Team Building, Start-ups, Strategic Planning, Training, SaaS, Team Leadership, Email Marketing, Marketing Strategy, Sales, Social Media Marketing, Marketing, Negotiation, Social Networking, Selling

Education
Boston College   1987 — 1991
BA

Norwood High School   1984 — 1987

University of Denver
Certificate in Book Publishing

Emily Heller Emily Heller Washington D.C. Metro Area Details
Emily Heller's The Boston Company Experience 1992 - 1994
Job Office of Asset Sales at HUD
Industry Financial Services
Experience
HUD  April 2014 - Present
HUD  January 2013 - April 2014
J.P. Morgan   August 2009 - February 2012
Freddie Mac  June 1994 - August 2009
The Boston Company   1992 - 1994

Skills
Capital Markets, Portfolio Management, Fixed Income, Finance, Investments, Financial Modeling, Credit, Structured Finance, Risk Management, Financial Analysis, Financial Risk, Asset Management

Education
Boston College - Carroll School of Management   1992 — 1994
Master's degree, Finance, General

Emory University
Bachelor's degree, Economics

Daniel Skolochenko Daniel Skolochenko San Francisco Bay Area Details
Daniel Skolochenko's The Boston Company Experience 2005 - 2005
Job Fixed Income Portfolio Manager/Trader at Atlantic Trust
Industry Investment Management
Experience
Atlantic Trust  2005 - Present
The Boston Company   2005 - 2005
MFS Investment Management  January 1999 - 2005

Skills
Asset Management, Bloomberg, Investment Strategies, Portfolio Management, Asset Allocation, Fixed Income, Bonds, Excel, Trading, Investment Management, Mutual Funds, Investments, Wealth Management, Wealth Management..., Bloomberg Terminal, Fixed Income Analysis, High Net Worth..., Hedging

Education
Boston College - Carroll School of Management   2002 — 2004
MS, Finance

University of North Carolina at Greensboro   1993 — 1997
BS, Financial Economics

Jay Cromarty Jay Cromarty Greater Boston Area Details
Jay Cromarty's The Boston Company Experience June 1978 - June 1989
Job Partner, Entrepreneurship & Innovation
Industry Venture Capital & Private Equity
Experience
International Entrepreneurship Center, IEC Partners, LLC   2011 - Present
Barrington Partners  2011 - 2013
Red Rock Strategic Partners   November 2010 - February 2012
Boston Private Financial Holdings  2004 - 2010
State Street Global Alliance   1998 - 2004
State Street Global Advisors  1995 - 1998
PanAgora Asset Management  June 1989 - December 1994
The Boston Company   June 1978 - June 1989

Skills
Strategy, Asset Management, Hedge Funds, Alternative Investments, Start-ups, Private Equity, Investments, Financial Services, Entrepreneurship, Management, Equities, Mergers & Acquisitions, Portfolio Management, Emerging Markets, Fixed Income, Investment Banking, Valuation, Venture Capital, Investment Management, Financial Advisory, Financial Modeling, Due Diligence, Wealth Management, Capital Markets, Mutual Funds, Finance, Asset Allocation, Derivatives, Investment Advisory, Corporate Finance, Investment Strategies, Business Strategy, Strategic Planning

Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Finance and Marketing

University of Maine
BA, Economics

Yarmouth High School

Yarmouth High School

Yarmouth High School

Phil Wilde Phil Wilde Greater Boston Area Details
Phil Wilde's The Boston Company Experience 1987 - 1995
Job Business and Technology Consultant at Independent Consultant
Industry Information Technology and Services
Experience
Independent Consultant  2008 - Present
CBA Solutions   2007 - Present
Private Consulting  2007 - 2008
Independent Consultant  1997 - 2006
SunGard  1995 - 1996
The Boston Company   1987 - 1995
Computervision  1980 - 1987

Skills
Business Analysis, Business Intelligence, Fixed Income, Integration, Equities, Reference Data, Derivatives, Project Management, Back Office, Bloomberg, Software Development, Securities, Financial Services, Market Data, Asset Managment, Business Requirements, Trading, Data Governance, Analytics, Legal Entity Identifiers, Regulatory Requirements, Regulatory Analysis, SWIFT messaging, Golden Source, FSB, Database Design, XML, Corporate Actions, Metadata, Foreign Exchange, Asset Allocation, Data Mapping, Benchmarking, GICS, Options, SWIFT payments, Capital Markets, Trading Systems, Investment Banking

Education
Babson College
MBA, Business

American University
BA & AAJ, Government and Criminal Law

John Chisholm, CFA John Chisholm, CFA Greater Boston Area Details
John Chisholm, CFA's The Boston Company Experience 1993 - 1996
Job Global Equity Client Portfolio Manager
Industry Financial Services
Experience
Schroders  May 2014 - Present
Hermes Fund Managers  August 2009 - November 2013
Fortis Investments  2005 - August 2009
MFS Investment Management  1998 - 2004
JPMorgan Chase  1996 - 1998
The Boston Company   1993 - 1996

Skills
Asset Managment, Equities, Investments, Portfolio Management, Financial Services, Financial Advisory, Investment Management, Investment Strategies, Asset Allocation, Emerging Markets, Mutual Funds, Financial Markets, Fund Of Funds, Bloomberg, Wealth Management, Valuation, Asset Management

Education
Babson College - Franklin W. Olin Graduate School of Business   2004 — 2005
MBA

Northeastern University   1993 — 1998
BSBA, Finance

Raymond Creta Raymond Creta Greater Boston Area Details
Raymond Creta's The Boston Company Experience 1987 - 1988
Job Senior Software Analyst / Project Leader
Industry Computer Software
Experience
BNY Mellon  1992 - Present
NCCI – National Council on Compensation Insurance   1991 - 1992
ATC – Advanced Telecommunications Corporation   1988 - 1991
The Boston Company   1987 - 1988

Skills
IBM Mainframe, COBOL, JCL, Easytrieve, Fortran, DCL, VAX, Web Development, HTML, CSS, PHP, Red Hat Linux, Python, SDLC, JavaScript, WordPress, Problem Solving, Software Development, Project Coordination

Education
Walden University   2013 — 2015
Master of Science (M.S.), in Information Systems

Bentley University   1981 — 1985
Bachelor of Science (B.S.), Management Information Systems and Services

Joe Lyons Joe Lyons Greater Boston Area Details
Joe Lyons's The Boston Company Experience 1983 - 1993
Job Global Financial Executive and Investor
Industry Investment Management
Experience
Boston Boot Company   2013 - Present
LITTLE HARBOR MULTISTRATEGY COMPOSITE FUND   June 2014 - Present
RBC Global Asset Management Infrastructure Investment Group   2009 - 2011
Sectoral Asset Management  2007 - 2008
State Street Global Alliance, LLC   2004 - 2008
State Street Global Advisors  1996 - 2008
NatWest Investment Management   1995 - 1996
Working Assets Capital Management   1993 - 1995
The Boston Company   1983 - 1993

Skills
Asset Managment, Equities, Management, Asset Management, Investments, Alternative Investments, Hedge Funds, Private Equity, Fixed Income, Investment Strategies, Strategy, Asset Allocation, Investment Management, Structured Finance, Start-ups, Mergers & Acquisitions

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

Boston University - School of Management
BS/BA

Roland F. Caron Roland F. Caron Greater Boston Area Details
Roland F. Caron's The Boston Company Experience May 1988 - May 1994
Job CPA, Investment HR Marketing
Industry Financial Services
Experience
Six Pillar Capital, LLC   November 2010 - Present
Roland F. Caron CPA   April 2005 - April 2011
Brown Brothers Harriman  1994 - 2006
The Boston Company   May 1988 - May 1994
Price Waterhouse Coopers  August 1982 - May 1988

Skills
Private Equity, Valuation, Mergers, Hedge Funds, Leadership, Venture Capital, Accounting, Entrepreneurship, Investment Banking, Mergers & Acquisitions, Securities, Corporate Development, Alternative Investments, Strategy, Investments, Trading, Finance, Investment Management, Corporate Finance, Restructuring, Financial Advisory, Asset Management

Education
Babson College   1978 — 1982
BS, Accounting/Communications/Law

Kevin Thomas Brown Kevin Thomas Brown Saint Paul, Minnesota Details
Kevin Thomas Brown's The Boston Company Experience 1988 - 1993
Job COO | Management Consultant | Divisional CFO
Industry Financial Services
Experience
Salo LLC  April 2013 - Present
Neighborhood Involvement Program  January 2012 - December 2013
Consultant  January 2011 - March 2013
Marquette Asset Management  June 2005 - December 2010
State Street, SSgA, & Bel Air Investment Advisors LLC   1994 - 2005
The Boston Company   1988 - 1993

Skills
Strategic Financial..., Strategy Development, Business Planning, Cross-functional Team..., Business Process..., Project Management, Financial Analysis, Financial Reporting, Third Party Vendor..., Budgeting, Strategy, Budgets, Leadership, Change Management, Forecasting, Strategic Planning, Asset Management, Investments, Executive Management, Mergers & Acquisitions, Due Diligence, Securities, Investment Strategies, Finance, Business Strategy, Financial Services, Management, Wealth Management, Banking, Risk Management, Portfolio Management

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

Providence College   1979 — 1983
BS, Accounting

John Bailer, CFA John Bailer, CFA Greater Boston Area Details
John Bailer, CFA's The Boston Company Experience November 1992 - Present
Job Portfolio Manager at The Boston Company
Industry Investment Management
Experience
The Boston Company   November 1992 - Present

Skills
Equities, Portfolio Management, Value Investing, Equity Research, Dividends

Education
Babson College   1989 — 1992
BS with distinction, Accounting/MIS

Boston College - Wallace E. Carroll Graduate School of Management
MSF, Finance

Gregory Crossan, CPA, MBA Gregory Crossan, CPA, MBA Greater Boston Area Details
Gregory Crossan, CPA, MBA's The Boston Company Experience 1994 - 1995
Job Global Tax Director at Bose Corporation
Industry Accounting
Experience
Bose Corporation  September 2014 - Present
Consulting  June 2014 - September 2014
TripAdvisor  May 2012 - May 2013
Bruker Corporation (Formally Bruker Biosciences)   March 2007 - April 2012
Instron Corporation  October 2004 - October 2006
Fisher Scientific  2003 - 2004
InterGen  2001 - 2003
Deloitte & Touche  August 1995 - September 2001
The Boston Company   1994 - 1995
State Street Bank and Trust  1992 - 1994

Skills
Tax, Accounting, International Tax, Corporate Tax, Tax Accounting, SEC filings, Mergers & Acquisitions, Transfer Pricing, Due Diligence, Management, Sarbanes-Oxley Act, US GAAP, Financial Reporting, GAAP, Tax Research, Tax Returns, Big 4, CPA, SEC Filings

Education
Bentley University   2003 — 2009
Master of Business Administration (M.B.A.)

Bentley University   1989 — 1992
BS, Accountancy

Kevin Posterro, MBA Kevin Posterro, MBA Greater Boston Area Details
Kevin Posterro, MBA's The Boston Company Experience 1995 - 1997
Job Chief Financial Officer at Choate, Hall & Stewart LLP
Industry Law Practice
Experience
Choate, Hall & Stewart   1999 - Present
Morrison Mahoney LLP  1997 - 1999
The Boston Company   1995 - 1997

Education
Assumption College   1998 — 2002
MBA, Finance

Assumption College   1992 — 1995
BA, Accounting

Robin Cannon Robin Cannon Greater Boston Area Details
Robin Cannon's The Boston Company Experience January 1995 - February 1997
Job AVP Strategic Program Delivery at National Life Group
Industry Investment Management
Experience
National Life Group  March 2015 - Present
MassMutual Financial Group  March 2012 - Present
MassMutual Financial Group  April 2010 - September 2012
Fidelity Investments  November 2006 - August 2009
Fidelity Investments  April 2005 - November 2006
Fidelity Investments  June 2004 - March 2005
Fidelity Investments  August 2000 - May 2004
Fidelity Investments  October 1998 - July 2000
Fidelity Investments  April 1997 - May 1998
The Boston Company   January 1995 - February 1997

Skills
Strategic Planning, Operations Management, Business Transformation, Project Management, Performance Measurement, Financial Services, Mutual Funds, Relationship Management, Process Improvement, Vendor Management, Portfolio Management, Pensions, Risk Management, Strategic Financial..., Retirement, 401k, Program Management, Investments, Business Analysis, Business Process...

Education
Bentley College - Elkin B. McCallum Graduate School of Business   1991 — 1993
MS Computer Information Systems, Business Re-engineering Thesis

University of South Florida   1985 — 1987
B>S. Management Information Systems, MIS Economics

Margie Vose Margie Vose Norwell, Massachusetts Details
Margie Vose's The Boston Company Experience January 1993 - December 1994
Job Senior Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  December 1994 - Present
The Boston Company   January 1993 - December 1994
Scudder Investments  August 1986 - January 1993

Education
Boston College
Bachelor of Arts (B.A.), History

Michael Clare Michael Clare Greater Boston Area Details
Michael Clare's The Boston Company Experience July 2007 - October 2010
Job Director of Institutional Business Development at GW&K Investment Management
Industry Investment Management
Experience
GW&K Investment Management  January 2015 - Present
GW&K Investment Management  October 2010 - Present
The Boston Company   July 2007 - October 2010
Investors Bank & Trust  October 2005 - May 2007
Putnam Investments  July 1999 - October 2005
Arl-Cam Realty Investments   October 1996 - May 2003

Skills
Series 7, Investments, Series 63

Education
Babson College - Franklin W. Olin Graduate School of Business   2004 — 2007
Master of Business Administration (M.B.A.)

Arizona State University   1996 — 2000
B.S., Political Science

Brewster Academy   1995 — 1996
Post Graduate Certificate, PG

Winchester High School   1991 — 1995
9-12

David J. D'Amico, CFA David J. D'Amico, CFA Needham Heights, Massachusetts Details
David J. D'Amico, CFA's The Boston Company Experience 1989 - 1994
Job President & Chief Market Strategist
Industry Investment Management
Experience
Braver Capital Management   April 2008 - Present
Braver Wealth Management, LLC  April 2008 - Present
Lee Munder Capital Group  March 2006 - April 2008
MassMutual  January 2001 - April 2008
Babson Capital Management  May 2001 - May 2005
Bingham Legg Advisors   February 1999 - May 2001
Congress Asset Management  January 1996 - February 1999
First national bank of Ipswich  1994 - 1995
The Boston Company   1989 - 1994

Education
Boston College - Wallace E. Carroll Graduate School of Management   1991 — 1993
Masters Degree, Finance

Bentley University   1987 — 1990
BS, Accounting / Finance

Christopher Kennedy Christopher Kennedy Greater Boston Area Details
Christopher Kennedy's The Boston Company Experience February 1988 - March 1991
Job Senior Vice President of Business Development at inSegment. Inc.
Industry Financial Services
Experience
inSegment. Inc.   September 2013 - Present
SCM Advisors L.P.   March 2012 - Present
Oppenheimer & Co.   April 2011 - March 2012
Sturgeon Capital Management   October 2007 - April 2011
Capital Advisors Group  March 1991 - October 2007
The Boston Company   February 1988 - March 1991

Skills
Business Development, Biotechnology Industry, Medical Devices, Investments, Start-up Ventures, Capital Raising, Business Strategy, China Business..., doing business in China, entrepreneur, Strategic Consulting, Relationship Developer, Building Relationships, Connecting People, Making It Happen, Catalyst, providi, Entrepreneurship, Investment Management, Financial Services, IPO, Portfolio Management, Equities, Financial Advisory, Private Equity, Angel Investing, Venture Financing, Venture Capital, Corporate Development, Leadership, Growth Capital, Private Placements, Deal Sourcing, Mergers & Acquisitions, M&A experience, Due Diligence, Emerging Markets, Executive Management, Finance, Investor Relations, Cleantech, LBO, Start-ups, Valuation, Strategic Planning, Marketing Strategy, Digital Marketing, Strategic Partnerships

Education
Boston College   1977 — 1981
Bachelor's degree, Economics and Political Science

Nichols School   1969 — 1977
High School Diploma

William J. Reilly, CFA William J. Reilly, CFA Winchester, Massachusetts Details
William J. Reilly, CFA's The Boston Company Experience October 1990 - October 1995
Job Head of Fiduciary and Asset Management Risk at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  May 2015 - Present
Forward Capital Partners   October 2013 - May 2015
BNY Mellon  October 1990 - August 2013
BNY Mellon Asset Management  September 2009 - July 2012
BNY Mellon Asset Management  November 2006 - September 2009
BNY Mellon Asset Management, The Dreyfus Corporation   January 2000 - November 2006
Mellon Trust  October 1995 - January 2000
The Boston Company   October 1990 - October 1995

Skills
Asset Management, Investments, Hedge Funds, Fixed Income, Equities, Capital Markets, Investment Management, Portfolio Management, Risk Management, Alternative Investments, Due Diligence, Securities, Mutual Funds, Financial Risk, Asset Managment, Valuation, Real Estate Development, Real Estate Finance, Real Estate Investing, Fiduciary Management

Education
Massachusetts Institute of Technology
Master of Science (MS), Real Estate

University of Notre Dame
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law

Boston College
Bachelor of Arts (B.A.), Economics and Political Science

Martha (Burgess) Bennett Martha (Burgess) Bennett Boston, Massachusetts Details
Martha (Burgess) Bennett's The Boston Company Experience 1987 - 1989
Job Financial Services Professional
Industry Financial Services
Experience
American Red Cross  February 2014 - Present
Coldwell Banker and Burgess Properties   2011 - 2012
Martha Bennett Interior Design   2006 - 2010
St Albans School  2001 - 2009
Catholic Charities  2000 - 2009
The Boston Company   1987 - 1989
MBTA  1984 - 1987
Shearson Lehman American Express  1983 - 1984

Skills
Investments, Financial Analysis, Fixed Income, Strategic Financial..., Portfolio Management, Interior Design, Real Estate, Problem Solving, Banking, Insurance

Education
Boston College   1979 — 1983
Bachelor of Arts (B.A.), Economics

Peter P. Daly Peter P. Daly Greater Boston Area Details
Peter P. Daly's The Boston Company Experience 1994 - 1995
Job Sr. Financial Analyst at VCE
Industry Information Technology and Services
Experience
VCE  March 2012 - Present
Sun Life Financial  2005 - 2011
Sun Life Financial  2000 - 2005
Sun Life Financial  1998 - 2000
Sun Life Financial  1995 - 1998
The Boston Company   1994 - 1995

Education
Bentley College - Elkin B. McCallum Graduate School of Business   2006 — 2011
M.B.A., Finance

Providence College   1990 — 1994
B.A., Economics, minor in Business

Joanne Pietrini Smith Joanne Pietrini Smith Greater New York City Area Details
Joanne Pietrini Smith's The Boston Company Experience 1986 - 1991
Job Senior Executive, Focused Leader with Operations, Technology and Finance Expertise
Industry Financial Services
Experience
AXA Financial  2003 - 2012
First Republic Bank  1998 - 2003
Mellon Bank  1994 - 1998
First Republic Bank  1992 - 1994
The Boston Company   1986 - 1991
Merrill Lynch  1985 - 1986

Skills
Financial Services, Insurance, Wealth Management, Investments, Vendor Management, Mutual Funds, Relationship Management, Strategic Financial..., IT Strategy, Cross-functional Team..., Outsourcing, Strategy, Strategic Planning, Fixed Annuities, Employee Benefits, Change Management, Financial Analysis, Financial Risk, Risk Management, Mergers & Acquisitions, Integration, Business Process..., Process Improvement, Business Analysis, Management, Governance, Business Development, Project Management, Executive Management, Business Strategy, Leadership, Finance

Education
Babson College   1987 — 1991
MBA, Concentration in Finance

Saint Anselm College   1981 — 1985
BA - Graduated with Honors, Business & Computer Science

Dave Mastovsky Dave Mastovsky Greater Boston Area Details
Dave Mastovsky's The Boston Company Experience 1996 - 1997
Job
Industry Information Technology and Services
Experience
Panera Bread  October 2012 - Present
adidas group  April 2011 - October 2012
Staples  2001 - April 2011
Granitar  2000 - 2001
XeroxConnect  1999 - 2000
Elcom Services Group, Inc.   1997 - 1999
The Boston Company   1996 - 1997
The Boston Company   1995 - 1996

Skills
Architecture, E-commerce, Mobile Commerce, Project Management, PMP, IBM Websphere Commerce, Endeca, Software Development, IT Strategy, Strategy, Software Project..., SDLC, Team Leadership, Product Management, Business Analysis, Business Intelligence, Vendor Management, Cross-functional Team..., Multi-channel Retail, Program Management, IT Management, Analytics, Enterprise Software, CRM, Integration, Mobile Devices, Process Improvement, Cloud Computing, Project Delivery, Enterprise Architecture, Agile Methodologies, SaaS, Business Process..., Agile Project Management, Requirements Analysis, Business Process, Multi-channel Marketing, Web Analytics, Start-ups, Competitive Analysis, Architectures, Management, Leadership

Education
Boston College   1991 — 1995
Bachelor of Science (B.S.)

Louis Iglesias Louis Iglesias Greater Boston Area Details
Louis Iglesias's The Boston Company Experience 1987 - 1989
Job Chief Compliance Officer at PanAgora Asset Management, Inc.
Industry Investment Management
Experience
PanAgora Asset Management, Inc.   2005 - Present
Putnam Investments  1994 - 2005
Fidelity Investments  1989 - 1993
The Boston Company   1987 - 1989
Arthur Andersen & Co  1983 - 1987

Skills
Securities, Mutual Funds, Accounting, Investments, Portfolio Management, Tax, Alternative Investments, Prime Brokerage, Auditing, Executive Pay, Management, Financial Planners, Internal Audit, Financial Services, Hedge Funds, Banking, Fund Administration, Fixed Income, Equities, Investment Management, Risk Management, Due Diligence, Derivatives, Asset Management, Compliance, Regulatory Compliance, Quantitative Investment...

Education
Babson College - Franklin W. Olin Graduate School of Business   1992 — 1996
MBA, Focus in Information Technology and Organizational Design

Babson College   1979 — 1983
BS, Accounting

Framingham North High School   1974 — 1979
Diploma, High School/Secondary Diploma Programs

Kevin Connolly Kevin Connolly Greater Denver Area Details
Kevin Connolly's The Boston Company Experience 1992 - 1994
Job Relationship Executive at State Street
Industry Financial Services
Experience
State Street  2005 - Present
State Street  2001 - 2005
State Street  2000 - 2001
State Street  1994 - 1999
The Boston Company   1992 - 1994
The Boston Company   1990 - 1992
The Boston Company   1988 - 1990
The Boston Company   1984 - 1988
Firemans Fund Insurance Company  1980 - 1984

Skills
Strategy, CRM, Financial Services, Portfolio Management, Product Management, Mutual Funds, Risk Management, Business Development, Securities, Equities, Program Management, Relationship Management, Executive Management, New Business Development, Strategic Partnerships, Fixed Income, Management, Strategic Planning

Education
Boston College   1976 — 1980
BS

Babson College   1983 — 1986
MBA

Beth Sager Beth Sager Greater Boston Area Details
Beth Sager's The Boston Company Experience 1988 - 1989
Job Independent Real Estate Professional
Industry Real Estate
Experience
Berkshire Hathaway Home Services NE Prime Properties   2009 - Present
Beane Investments   1997 - 1999
The Boston Company   1988 - 1989

Skills
Single Family Homes, Real Estate, REO, Condos, Contract Negotiation, Relocation, Negotiation, Residential Homes, Real Estate Financing, Customer Service, First Time Home Buyers, Sellers, Rentals, Investment Properties, Property Management, New Home Sales, Selling, Buyer Representation, Mortgage Lending

Education
Boston University Questrom School of Business   1989 — 1991
MBA, Marketing

Bentley University   1983 — 1987
BS, Finance

Lowell High School!!!

Lowell High School!!!

Kevin Greiss, CFP® Kevin Greiss, CFP® Greater New York City Area Details
Kevin Greiss, CFP®'s The Boston Company Experience 1997 - 1999
Job Senior Portfolio Manager
Industry Financial Services
Experience
Northern Trust  July 2004 - Present
Front Barnett Associates LLC   1999 - 2004
The Boston Company   1997 - 1999

Skills
Portfolio Management, High Net Worth..., Investment Management, Investment Strategies, Investments, Wealth Management, Financial Services, Securities, Alternative Investments, Fixed Income, Hedge Funds, Equities, Financial Planning, Asset Allocation, Asset Management

Education
Northwestern University - Kellogg School of Management   2001 — 2003
M.B.A., Finance

Babson College   1993 — 1997
B.S. in Business Administration, Economics and International Business

Maureen Grady, CPA, MST Maureen Grady, CPA, MST Greater Boston Area Details
Maureen Grady, CPA, MST's The Boston Company Experience 1988 - 1991
Job VP of Tax, Americas
Industry Accounting
Experience
Clarks Americas  2009 - Present
Talbots  1991 - 2009
The Boston Company   1988 - 1991
Deloitte & Touche  1984 - 1988

Skills
Accounting, Tax, Corporate Tax, Forecasting, Financial Reporting, Retail, Auditing, Financial Analysis, Sarbanes-Oxley Act, Tax Accounting

Education
Bentley University
MS, Taxation

College of the Holy Cross
BA, Economics

Patrick Thorpe Patrick Thorpe Gloucester, Massachusetts Details
Patrick Thorpe's The Boston Company Experience 1988 - 1990
Job President & CEO at BankGloucester
Industry Banking
Experience
BankGloucester   October 2000 - Present
BankGloucester   March 1999 - October 2000
CPCU Credit Union  November 1995 - March 1999
CPCU Credit Union  May 1995 - November 1995
Office of Thrift Supervision  1990 - May 1995
The Boston Company   1988 - 1990

Skills
Banking, Loans, Credit, Commercial Lending, Financial Services, Retail Banking, Consumer Lending, Loan Origination, Mortgage Lending, Portfolio Management, Commercial Banking, Small Business Lending, Financial Advisory, Securities, Mutual Funds, Retirement Planning, Strategic Financial..., Insurance, Fixed Annuities, Executive Management, Mortgage Banking, Credit Analysis, Financial Planning

Education
Bentley College   1984 — 1989
Bachelor's degree, Finance, General

Christopher Piccione, CFA Christopher Piccione, CFA Greater Boston Area Details
Christopher Piccione, CFA's The Boston Company Experience April 2004 - July 2008
Job Senior Vice President at Harvard Management Company
Industry Investment Management
Experience
Harvard Management Company  July 2015 - Present
Harvard Management Company  April 2012 - June 2015
KVO Capital Management   July 2008 - March 2012
The Boston Company   April 2004 - July 2008
The Boston Company   August 2001 - April 2004
Mellon Global Investments   August 2000 - August 2001

Skills
Hedge Funds, Equities, Alternative Investments, Equity Research, Investment Management, Equity Valuation, Bloomberg, Factset, Attribution, Stock Picking, Chartered Financial..., Financial Modeling, Valuation, Asset Allocation, Fixed Income, Finance, Private Equity

Education
Boston College
BS, Accounting

Boston College - Wallace E. Carroll Graduate School of Management
MSF, Finance

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

John J. Mealey John J. Mealey Greater Boston Area Details
John J. Mealey's The Boston Company Experience 1990 - 1995
Job Consulting, IT Service Delivery, and Operations Executive
Industry Financial Services
Experience
.   June 2010 - Present
Linedata Services  March 2008 - June 2010
Iris Financial  April 2007 - March 2008
Lewtan Technologies  June 2002 - April 2007
SunGard  April 1997 - June 2002
ADVISOR TECHNOLOGY SERVICES LLC, a Fidelity Investments Company   March 1996 - April 1997
The Boston Company   1990 - 1995

Skills
Facilitation, Public Speaking, Engagement & Client..., Business Process..., Project Management, Enterprise Systems..., Project Implementation, Requirements..., Full SDLC, Environmental Management, DR, ALM, Cost Basis Reporting, Software Implementation, Integration, Program Management, Workshop Facilitation, Requirement..., CRM, Software Development, Financial Services, Professional Services, Business Analysis, Trading Systems, Business Development, Strategy, Process Improvement, Vendor Management, SDLC, Fixed Income, PMO, Consulting, Management

Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Entrepreneurship and Operations

Isenberg School of Management, UMass Amherst
BBA, Finance

University of Massachusetts, Amherst
BA, Economics

Kelly Karpoe Kelly Karpoe Providence, Rhode Island Area Details
Kelly Karpoe's The Boston Company Experience June 1981 - June 1986
Job Investment Analyst / Business Manager Venture Capital
Industry Venture Capital & Private Equity
Experience
4TheOpen ES   May 2006 - Present
4TheOpen ES   2006 - Present
The Business Research Network   1987 - Present
The Business Research Network, Inc.   March 2000 - May 2000
Temple Games, Inc   July 1997 - March 2000
JSA Research Inc.   October 1994 - December 1995
JSA Research, Inc   October 1994 - December 1995
Fleet Bank  June 1986 - October 1994
The Boston Company   June 1981 - June 1986

Education
Bates College   1975 — 1978
BA

Cilsy Harris Cilsy Harris Greater Boston Area Details
Cilsy Harris's The Boston Company Experience 1992 - 1993
Job CIO, Personal Lines at The Hanover Insurance Group
Industry Insurance
Experience
The Hanover Insurance Group  October 2010 - Present
Hanover Insurance Group  2009 - October 2010
The Hanover Insurance Group  2004 - 2009
The Hanover Insurance Group  1999 - 2004
The Hanover Insurance Group  1993 - 1999
The Boston Company   1992 - 1993
The Boston Company   1988 - 1992

Skills
Change Management, Business Analysis, Strategy, Insurance, IT Strategy, Claim, Commercial Insurance, Property & Casualty..., Process Improvement, Risk Management, Leadership, Underwriting, Training, Business Process..., Business Strategy, Product Development, Requirements Analysis, Requirements Gathering, Business Requirements, Vendor Management, Portfolio Management, Team Building, SDLC, Analysis, General Insurance, Financial Services, Project Portfolio..., Business Intelligence, Claims Management, Program Management, Business Process, Governance, PMO, Integration, IT Management, Management

Education
Boston College
B.S., Chemistry

iPEC Institute for Professional Excellence in Coaching (in progress)

John George John George Greater Boston Area Details
John George's The Boston Company Experience June 2012 - April 2014
Job Research Associate at Wellington Management
Industry Financial Services
Experience
Wellington Management  July 2014 - Present
Bentley Investment Group  March 2013 - April 2014
Bentley Investment Group  March 2013 - April 2014
The Boston Company   June 2012 - April 2014
Huey Center For Financial Services   September 2012 - November 2013

Skills
Portfolio Management, Finance, Analysis, Management, Asset Management, Asset Allocation, Program Management, Equity Research, Economics, Project Finance, Insurance, Stata, Data Analysis, Capital Markets, Fixed Income

Education
Bentley University   2010 — 2014
Bachelor's, Economics/Finance, Junior

Justin Smith, CFA Justin Smith, CFA Boston, Massachusetts Details
Justin Smith, CFA's The Boston Company Experience August 1993 - August 1995
Job Managing Director at Long Wharf Real Estate Partners
Industry Real Estate
Experience
Long Wharf Real Estate Partners  June 1999 - Present
Boston Partners Asset Management  October 1997 - June 1999
State Street  August 1995 - October 1997
The Boston Company   August 1993 - August 1995

Skills
Finance, Underwriting, Valuation, Investment Properties, Asset Management, Investments, Real Estate Economics, Real Estate Development, Joint Ventures, Real Estate, Equities, Private Equity

Education
Boston College   1991 — 1993
Bachelor of Science (BS), Finance, General

Valley Forge Military Academy & College   1989 — 1991
Associate's degree, Business/Commerce, General

Beth Remy Beth Remy Newport, Rhode Island Details
Beth Remy's The Boston Company Experience 1988 - 1989
Job Proprietor of Virgin & Aged Gourmet Oils and Vinegars
Industry Retail
Experience
Virgin & Aged   March 2011 - Present
Evergreen Investments  October 2006 - July 2008
Morgan Stanley  December 2004 - June 2005
Veritude  September 2003 - December 2003
Janus Capital Group  August 2002 - March 2003
ING Funds  January 2002 - July 2002
Fidelity Investments  October 1996 - September 2001
Signature Financial Group  October 1989 - September 1996
The Boston Company   1988 - 1989

Education
Boston College - Wallace E. Carroll Graduate School of Management   1991 — 1993
M.S., Finance

Boston University Questrom School of Business   1983 — 1987
B.S., Finance and Marketing

John Pelletier John Pelletier Burlington, Vermont Area Details
John Pelletier's The Boston Company Experience February 1992 - April 1994
Job Director, Center for Financial Literacy at Champlain College
Industry Education Management
Experience
Sentinel Funds   January 2013 - Present
Champlain College  July 2010 - Present
Sterling Valley Consulting LLC   April 2009 - Present
Eaton Vance  October 2007 - June 2008
Natixis Global Associates  September 2004 - October 2007
Natixis Global Associates  November 1997 - September 2004
Funds Distributor, Inc.   April 1994 - November 1997
The Boston Company   February 1992 - April 1994
Ropes & Gray LLP  April 1990 - February 1992
Sidley Austin  August 1989 - April 1990

Skills
Mergers, Asset Management, Mutual Funds, Investments, Compliance, Due Diligence, Contract Negotiation, Strategic Planning, Business Strategy, Securities, Public Speaking, Series 7, Financial Planning, Hedge Funds, Alternative Investments, Fundraising, Corporate Governance, Investment Advisory, Business Development, Risk Management, Financial Services, Asset Managment, Management, Strategic Financial..., Mergers & Acquisitions, Analysis, Leadership, Start-ups, Portfolio Management, Finance, Financial Analysis, Private Equity, Financial Modeling, Marketing

Education
Duke University School of Law   1986 — 1989
JD, Law

Duke Unviversity - Sanford School of Public Policy   1986 — 1989
MA, Public Policy

Assumption College   1982 — 1986
BA, Economics, Political Science

SCOTT CASHMAN, CFP SCOTT CASHMAN, CFP Worcester, Massachusetts Details
SCOTT CASHMAN, CFP's The Boston Company Experience November 1991 - January 1997
Job Tax Manager at Bowditch & Dewey, LLP
Industry Law Practice
Experience
Bowditch & Dewey, LLP   November 2010 - Present
City of Worcester  January 2005 - January 2011
Vacovec, Mayotte & Singer   January 1997 - November 2010
Loring, Wolcott & Coolidge   2002 - 2002
The Boston Company   November 1991 - January 1997

Skills
Trusts, Estate Planning, Estate Administration, Tax Law, Corporate Law, Estate Tax Planning, Tax Compliance

Education
Command and General Staff College   2011 — 2012
Diploma, Military Joint Operations Planning and Strategy

U.S. Army Judge Advocate General School   1999 — 1999
Diploma, Criminal Law, International Law

New England School of Law   1993 — 1997
JD, Law

Bentley College - Elkin B. McCallum Graduate School of Business   1989 — 1991
MS, Taxation

College for Financial Planning   1988 — 1990
Certificate, Financial Planning

Framingham State College   1984 — 1988
BA, Economics

Holy Name High School

Robert Matson Robert Matson United States Details
Robert Matson's The Boston Company Experience 1981 - 1984
Job Board member RockTech
Industry Information Technology and Services
Experience
1Efficiency   September 2012 - Present
Liquid Light Labs   April 2012 - Present
RockTech  2010 - Present
GXT Green   2009 - Present
Financial Management,Inc.   1981 - Present
Whitman and associates   2001 - 2007
Whitman and Co.   1994 - 2001
Harvard Management Company  1986 - 1992
The Boston Company   1981 - 1984
Arthur D. Little  1978 - 1981

Skills
Venture Capital, Able to assist early..., Entrepreneurship, Emerging Markets, Technology Adoption, Investments, Investment Banking, Portfolio Management, Defense Technology, Early Stage Companies, Business Development, Start-ups, Divestitures, Corporate Finance, Mergers & Acquisitions, Strategy, Financial Analysis, Leadership, Executive Management, Alternative Investments, Corporate Development, Strategic Planning, Finance, Private Equity, Hedge Funds, Analysis, Forecasting, Managerial Finance, Capital, Management, Angel Investing, Strategic Partnerships, Valuation, IPO, Investor Relations

Education
Bentley University   1976 — 1978
MSA, Accounting / Finance

Massachusetts Institute of Technology   1969 — 1974
BSEE / MSEE, Electrical Engineering

Chelmsford High   1966 — 1969

Mike Yeomans Mike Yeomans Greater Boston Area Details
Mike Yeomans's The Boston Company Experience 1997 - 1999
Job Director, Business Development & Client Service
Industry Investment Management
Experience
DDJ Capital Management  April 2004 - Present
Evergreen Investments  2002 - 2004
Panagora Asset Management  November 1999 - March 2002
The Boston Company   1997 - 1999

Skills
Hedge Funds, Private Equity, High Yield, Fixed Income, Asset Management, Alternative Investments, Investments, Institutional, Credit, Bonds, Investor Relations, New Business Development, Financial Services

Education
Babson College - Franklin W. Olin Graduate School of Business   2004 — 2008
MBA

Norwich University   1992 — 1996
BA

Framingham High School   1988 — 1992
High School Diploma

Vin Fabiani Vin Fabiani Greater Boston Area Details
Vin Fabiani's The Boston Company Experience 1987 - 1993
Job Partner at HLM Venture Partners
Industry Venture Capital & Private Equity
Experience
HLM Venture Partners  1997 - Present
Zillion (formerly HealthFleet, Inc.)   June 2015 - Present
IHM Services  July 2013 - Present
Prism Education Group, Inc.   December 2014 - Present
MedSave USA  September 2013 - Present
WellTrackONE, Corporation   September 2013 - Present
Blueprint Health LLC  January 2012 - Present
Healthbox Accelerator  January 2012 - January 2014
The Boston Company   1987 - 1993
First Data Corporation  1985 - 1987

Education
American University   1975 — 1979
BSBA

David Silva, PMP David Silva, PMP Dallas/Fort Worth Area Details
David Silva, PMP's The Boston Company Experience December 1996 - September 1997
Job Director Software Engineering Development Management at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments  July 2012 - Present
Fidelity Investments  May 2011 - July 2012
Fidelity Investments  May 2010 - May 2011
Fidelity Investments  February 2007 - December 2009
Fidelity Investments  November 2001 - February 2007
Fidelity Investments  May 2000 - November 2001
Renaissance Consulting  September 1997 - May 2000
The Boston Company   December 1996 - September 1997
Fidelity Investments  August 1996 - December 1996
Computer Task Group  May 1994 - August 1996

Skills
SDLC, Vendor Management, Agile Methodologies, Agile Project Management, PMP, Requirements Analysis, Business Analysis, Visio, Program Management, Unix, PMO, Software Development, Project Management, Data Warehousing, Business Intelligence, Oracle, PL/SQL, Requirements Gathering, Process Improvement, Cross-functional Team..., IT Strategy, Quality Assurance, MS Project, Databases

Education
Bentley College - Elkin B. McCallum Graduate School of Business   1996 — 1998

Bentley University   1991 — 1994
Economics-Finance

Brian Blongastainer, CFA Brian Blongastainer, CFA Greater Boston Area Details
Brian Blongastainer, CFA's The Boston Company Experience July 2011 - February 2014
Job Equity Research Analyst at The Boston Company Asset Management, LLC
Industry Investment Management
Experience
The Boston Company Asset Management, LLC  March 2014 - Present
The Boston Company   July 2011 - February 2014
Fidelity Investments  July 2009 - March 2011
Fidelity Investments  April 2007 - July 2009
Fidelity Investments  January 2006 - April 2007
Fidelity Investments  August 2005 - January 2006
Fidelity Investments  June 2004 - July 2005
Lexington High School, Lexington, MA   September 2000 - June 2004

Skills
Investments, Equities, Mutual Funds, Product Development, Due Diligence, Asset Management, Product Management, Research, Bloomberg, Competitive Analysis, Capital Markets, Valuation, Equity Valuation, Market Analysis, Equity Research, Customer Relations, Market Research, Asset Allocation, Alternative Investments

Education
Babson College - Franklin W. Olin Graduate School of Business   2006 — 2010
MBA, 3.8 GPA, Magna Cum Laude

Cambridge College   1999 — 2001
Masters, Education, Special Education

Bates College   1994 — 1998
B.A., Economics

University of Melbourne (Trinity College)   1997 — 1997
Semester abroad

Brian R. Dick Brian R. Dick Greater Boston Area Details
Brian R. Dick's The Boston Company Experience 1991 - 1995
Job Data Architect
Industry Consumer Goods
Experience
Hasbro  2009 - Present
Fidelity Investments (FPCMS)   September 1995 - December 2008
The Boston Company   1991 - 1995
The Constell Group   1989 - 1991
Reliance Systems   1987 - 1989
Sun Life Financial  1986 - 1987

Skills
Database Design, SDLC, Data Modeling, Informatica, Microsoft SQL Server, Oracle, DB2, Databases, ETL, Data Governance, Metadata Management, SQL, Data Conversion, Software Development, SAP, Data Warehousing, Testing, Business Intelligence, Data Integration

Education
Bentley University
MBA, Management

Purdue University   1982 — 1986
BS, Computer Science

Rich Castaldo Rich Castaldo Greater Boston Area Details
Rich Castaldo's The Boston Company Experience 1989 - 1993
Job Executive Business / IT Consultant
Industry Information Technology and Services
Experience
Castaldo Global Consulting   2007 - Present
Fidelity Investments  March 1999 - 2007
Fidelity Investments  1997 - 1999
Fidelity Investments  1993 - 1997
The Boston Company   1989 - 1993
Success Systems, Inc.   1983 - 1989
Batterymarch Financial Management  1981 - 1983
Digital Equipment Corporation  1978 - 1981

Skills
Financial Services, Consulting, Infrastructure, Strategic Planning, Vendor Management, Offshoring, SDLC, Business Process..., Relationship Management, Data Architecture, Mutual Funds, Business Analysis, Program Management, Enterprise Architecture, Integration, Enterprise Software, Leadership, Management, IT Strategy, E-commerce

Education
Bentley University   1974 — 1978
BS, Business Management

Bentley University   1974 — 1978
BS, Computer Systems Management

Rick Lodewick Rick Lodewick Greater New York City Area Details
Rick Lodewick's The Boston Company Experience June 1992 - June 1995
Job
Industry Investment Management
Experience
Magnitude Capital, LLC  March 2012 - Present
Levin Capital Strategies  2008 - 2011
Searock Capital   July 2006 - January 2008
BKF Capital Group Inc   January 2001 - July 2006
Boston Partners  June 1995 - December 2000
The Boston Company   June 1992 - June 1995
United States Air Force  July 1989 - June 1992

Skills
Hedge Funds, Asset Management, Portfolio Management

Education
Abilene Christian University   1990 — 1992
MA, Management and Human Relations

Massachusetts Institute of Technology   1985 — 1989
BS, Mathematics

Grant Rogers Grant Rogers Greater New York City Area Details
Grant Rogers's The Boston Company Experience 1985 - 1989
Job Director, CIO at Metis Capital Management LLC
Industry Investment Management
Experience
Metis Capital Management LLC   December 2004 - Present
CIC Securities   1999 - 2002
Groupe CIC   1991 - 1999
The Boston Company   1985 - 1989

Skills
Fixed Income, Equities, FX, Bonds, Commodities, Options, Investments, Portfolio Management, Asset Management, ETFs, Investment Advisory, Portfolios, Capital Management, Wealth Management, Hedge Funds, Securities, Structured Finance, Commodity, Asset Managment

Education
Boston University   1978 — 1982
B.A., Economics

Groton School   1974 — 1978

Richard Faro Richard Faro Greater Boston Area Details
Richard Faro's The Boston Company Experience June 1990 - January 1992
Job Fixed Income and Currency Trader
Industry Investment Management
Experience
Wellington Management Co., LLP   May 2012 - April 2015
Wellington Management Co., LLP   January 2004 - May 2012
Wellington Management Co., LLP   April 2003 - January 2004
Deutsche Asset Management  1999 - 2002
Deutsche Asset Management  1996 - 1999
Deutsche Asset Management  1993 - 1996
The Boston Company   June 1990 - January 1992

Skills
Bloomberg, Fixed Income, Bonds, Structured Products, Foreign Currency, Asset Allocation, Derivatives, Equities, Hedge Funds

Education
Bentley College - Elkin B. McCallum Graduate School of Business   1992 — 1993
Master of Business Administration (M.B.A.), Business Administration and Management, General

Bentley University   1986 — 1990
Bachelor's Degree, Finance, General

Eric Bloom Eric Bloom Greater Boston Area Details
Eric Bloom's The Boston Company Experience April 2006 - January 2009
Job
Industry Information Technology and Services
Experience
Manager Mechanics, LLC   January 2009 - Present
IDC  September 2013 - Present
National Speakers Association  July 2013 - Present
The Boston Company   April 2006 - January 2009
Axis Technology LLC  2005 - 2006
Monster Worldwide  August 2004 - July 2005
Independence Investments  September 2000 - June 2004
Fidelity Investments  April 1992 - September 2000
McCormack & Dodge  August 1988 - November 1991

Skills
Leadership, Management, IT Management, Leadership Development, Software Development, Strategy, Training, Program Management, Consulting, Start-ups, Vendor Management, Enterprise Software, E-commerce, SaaS, Information Technology, Software Project..., Project Management, Strategic Planning, Business Analysis, Executive Management, Cross-functional Team..., E-Learning, Management Consulting, Team Building, Business Intelligence, Outsourcing, Cloud Computing, Product Management, Strategic Partnerships, Process Improvement, IT Strategy, Business Process..., Agile Methodologies, SDLC, Coaching, CRM, Investments, Team Leadership, Entrepreneurship, Project Portfolio..., Networking, Organizational..., Business Strategy, Instructional Design, Change Management, Team Management, Professional Services

Education
Babson College   1980 — 1982
MBA

Bentley University   1976 — 1980
BS

Andrew Papanicolau Andrew Papanicolau Greater Boston Area Details
Andrew Papanicolau's The Boston Company Experience April 1993 - February 1996
Job Principal Financial Analyst
Industry Defense & Space
Experience
BAE Systems  November 2010 - Present
BAE Systems  March 2004 - October 2010
Reed Business Information  October 2002 - February 2004
JSI Capital Advisors  March 2001 - January 2002
The RiverStone Group  June 1999 - March 2001
The RiverStone Group  June 1999 - June 2000
Standish, Ayer & Wood   February 1996 - June 1999
The Boston Company   April 1993 - February 1996

Skills
Accounting, Financial Reporting, Financial Modeling, Corporate Finance, Analytics, Leveraged Finance, Budgets, Forecasting, Financial Analysis, Management, Risk Management, Strategic Financial..., Hyperion Enterprise, Access, Lean Operations, Auditing, Analysis, Finance, Strategy, Program Management, Mergers & Acquisitions, Internal Controls, Hyperion, Financial Planning

Education
Babson College - Franklin W. Olin Graduate School of Business   1995 — 2000
MBA

Boston College - Wallace E. Carroll Graduate School of Management   1988 — 1992
BS

Jonathan Cottrell, MBA Jonathan Cottrell, MBA Portland, Maine Area Details
Jonathan Cottrell, MBA's The Boston Company Experience 1989 - 1993
Job Senior Portfolio Manager at Atlantic Financial
Industry Investment Management
Experience
Norway Savings Asset Management Group   October 2010 - December 2013
Acadia Trust, N.A.   January 2005 - 2008
Fidelity Investments  1996 - 2005
Bank of Boston  1993 - 1996
The Boston Company   1989 - 1993
Connecticut Bank & Trust  1987 - 1989

Skills
Equities, Series 7, International Capital..., Wealth Management, Fixed Income, Investments, Portfolio Management, Asset Allocation, Trading, Capital Markets, Business Development, Financial Services, Relationship Management, Investment Management, Investment Strategies, Investment Advisory, Strategic Financial..., Alternative Investments, Loans, Series 63, Hedge Funds, Finance, Asset Management, Retirement Planning, Banking, Mutual Funds, Securities, Bloomberg

Education
Babson College - Franklin W. Olin Graduate School of Business   1998 — 2000
MBA

Wittenberg University   1982 — 1986
BA, Business

Thomas C Stakem Jr Thomas C Stakem Jr Greater Boston Area Details
Thomas C Stakem Jr's The Boston Company Experience 1974 - 1979
Job Woodstock Corporation
Industry Investment Management
Experience
Woodstock Corporation  April 2003 - Present
Fleet Investment Advisors/Columbia Management   January 1996 - March 2002
Cunningham Henderson & Papin   1993 - 1995
Boston Safe Deposit & Trust Co   1987 - 1993
Congress Asset Management  1986 - 1987
David L Babson & Co   1979 - 1986
The Boston Company   1974 - 1979
John Hancock Life Insurance Company (U.S.A.)   1969 - 1974

Education
Boston College - Wallace E. Carroll Graduate School of Management   1967 — 1969
MBA, Finance

Loyola Marymount University   1963 — 1967
BBA, Accounting/Finance

University of San Diego High School   1962 — 1963

Iona Preparatory   1960 — 1962

Gail (Collins) Bernardin Gail (Collins) Bernardin Greater Boston Area Details
Gail (Collins) Bernardin's The Boston Company Experience September 1987 - December 1989
Job Tax Contractor, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  September 2013 - Present
Carlisle, MA   July 2001 - Present
Fidelity Investments  December 1989 - July 2001
The Boston Company   September 1987 - December 1989

Skills
Project Management, Operations Management, Business Process..., Business Analysis, Strategic Planning, Mutual Fund Accounting,..., Program Management, Strategy, Analysis, Financial Analysis, Fundraising, Finance

Education
Tufts University   1983 — 1987
BA, Economics

Boston College - Carroll School of Management   1995 — 1998
MBA, Finance

Paul Prescott Paul Prescott Greater Boston Area Details
Paul Prescott's The Boston Company Experience December 1986 - May 1994
Job Chief Financial Officer & Chief Operating Officer
Industry Financial Services
Experience
FIDE Advisors   March 2012 - Present
Sandy Cove Advisors, LLC   November 2010 - Present
SourceOne, Inc  February 2000 - November 2010
Veolia Energy North America  February 2000 - November 2010
CCBN.COM  January 1999 - February 2000
Funds Distributor, Inc.   May 1994 - January 1999
The Boston Company   December 1986 - May 1994

Skills
Start-ups, Business Strategy, Strategic Planning, Strategy, Entrepreneurship, Portfolio Management, Financial Analysis, Salesforce.com, Business Development, Mergers & Acquisitions, Analysis, Managerial Finance, IPO, Restructuring, Risk Management, Finance, Investments, Sales, New Business Development, Financial Services, Equities, Strategic Financial..., Private Equity, Asset Management, Alternative Investments, Securities, Accounting, Financial Management, M&A experience, Entrepreneur, Contract Negotiation, Strategic Partnerships, Leadership, Due Diligence, Management, Valuation, Financial Modeling, Executive Management, Mutual Funds, Venture Capital, Hedge Funds, Corporate Development, Insurance, Corporate Finance, Financial Advisory, Business Process..., Investment Strategies, Series 7, QuickBooks, Financial Planning

Education
Boston College - Wallace E. Carroll Graduate School of Management   1991 — 1995
MBA, Finance

Colby College   1982 — 1986
BA, Economics, Administrative Science

Malden Catholic High School   1979 — 1982

David Boneparth David Boneparth Greater Boston Area Details
David Boneparth's The Boston Company Experience May 2007 - September 2008
Job Enterprise Transformation Principal Strategy Consultant at Unum Group
Industry Financial Services
Experience
Unum Group  March 2014 - Present
Bank of America  May 2011 - Present
Bank of America  June 2010 - May 2011
Bank of America  September 2009 - May 2010
Axis Technology LLC  October 2008 - November 2009
The Boston Company   May 2007 - September 2008
Axis Technology LLC  June 2005 - May 2007
Data-Ark Company   September 2004 - February 2005
DLB Glass   February 2003 - August 2004

Skills
Risk Management, Project Management, Business Analysis, Program Management, Relationship Management, Financial Services, IT Strategy, Business Requirements, Process Analysis, Project Portfolio..., Business Intelligence, Management Consulting, Business Process..., Requirements Gathering, Capital Markets, SDLC, Vendor Management, Portfolio Management, Cross-functional Team..., Enterprise Architecture, CRM, Software Project..., Financial Analysis, Management, Strategy, Leadership

Education
Boston University   2012 — 2013
Executive MBA

Six Sigma   2010 — 2010
Green Belt, Design for Six Sigma

Investment Management Training Academy   2006 — 2006
Client Service, Sales, Institutional Investments

Boston University   1998 — 2003
BA

Rivers

Lauren Walker Lauren Walker Greater Boston Area Details
Lauren Walker's The Boston Company Experience September 1986 - September 1992
Job
Industry Computer Software
Experience
Cubist Pharmaceuticals  February 2010 - January 2011
Harvard University  April 2007 - December 2008
Teradyne / HCL Americas   January 2005 - April 2007
Trema Americas   September 2003 - January 2005
Oracle Corporation  September 1997 - September 2003
First Data Corporation  January 1992 - January 1997
The Boston Company   September 1986 - September 1992

Skills
Requirements Analysis, Oracle E-Business Suite, SDLC, Business Intelligence, Business Analysis, PMP, Oracle, Visio, Program Management, Testing, Business Process, Vendor Management, Software Project..., Oracle Applications, Business Process..., SharePoint, Data Warehousing, Integration, Software Documentation, Requirements Gathering, Project Management, CRM, ERP

Education
Boston University   2006 — 2006
Certificate

Northeastern University   2006 — 2006
Certificate

Boston College - Wallace E. Carroll Graduate School of Management   1989 — 1991
MSF

Babson College   1982 — 1986
BS

The Taft School   1978 — 1982

Ken Morton Ken Morton Greater Boston Area Details
Ken Morton's The Boston Company Experience May 1991 - April 1994
Job Financial Services Professional
Industry Financial Services
Experience
Gurnet Consulting  June 2009 - Present
Plexius Group LLC   June 2010 - December 2012
EPOCH  January 2010 - June 2010
Mercer Global Investments  March 2007 - June 2008
Fidelity  1999 - 2007
KPMG  December 1996 - December 1999
MFS  April 1994 - April 1996
The Boston Company   May 1991 - April 1994
C&L  1983 - 1991

Skills
Management Consulting, Investments, Mergers, Process Engineering, Vendor Management, Process Improvement, Business Analysis, Financial Services, Start-ups, Business Process..., Strategic Planning, SDLC, Mergers & Acquisitions, Program Management, Business Strategy, Management, Strategy, Outsourcing, Consulting, Acquisition Integration, Analytics, Leadership, Analysis, Enterprise Architecture, IT Strategy, Executive Management, Business Process, Project Management, Governance, Business Intelligence, Risk Management, Data Warehousing, Enterprise Software, Business Transformation, Cross-functional Team..., Project Portfolio..., CRM, Integration

Education
Harvard Business School   1976 — 1978
MBA

Massachusetts Institute of Technology   1973 — 1974
Masters

Auburn University   1964 — 1968
BS

Anthony (Tony) Giglio Anthony (Tony) Giglio Phoenix, Arizona Area Details
Anthony (Tony) Giglio's The Boston Company Experience 1993 - 1995
Job Contractor Senior Business Systems Analyst at American Express
Industry Financial Services
Experience
American Express  April 2012 - Present
American Express  December 2009 - April 2012
TSYS Acquiring Solutions  May 2008 - October 2008
AST Capital Trust  October 2007 - April 2008
Charles Schwab Institutional Technology   June 2007 - September 2007
Prudential Real Estate and Relocation Services  January 2006 - March 2007
Investors Bank & Trust  November 2000 - October 2005
Deloitte & Touche  November 1998 - November 2000
The Boston Company   1993 - 1995

Skills
SDLC, Business Analysis, Financial Statement..., Agile Methodologies, Auditing, Business Requirements, Management, Management Consulting, Portfolio Management, Process Improvement, Project Management, Requirements Analysis, Requirements Gathering, Vendor Management, Visio

Education
Bentley University   1986 — 1992
BS, Accountancy

Stephen Basso Stephen Basso New London/Norwich, Connecticut Area Details
Stephen Basso's The Boston Company Experience May 1989 - March 1994
Job Vice President Financial Planning & Analysis at Alexion Pharmaceuticals, Inc.
Industry Pharmaceuticals
Experience
Alexion Pharmaceuticals, Inc.   February 2014 - Present
Alexion Pharmaceuticals  July 2011 - February 2014
Alexion Pharmaceuticals  January 2009 - July 2011
Pfizer, Inc  June 2001 - January 2009
Fidelity Investments  1999 - 2001
Keyport Life Insurance / Liberty Financial Companies   July 1997 - June 1999
Fidelity Investments  March 1994 - July 1997
The Boston Company   May 1989 - March 1994
State Street  September 1988 - May 1989

Education
Boston College - Wallace E. Carroll Graduate School of Management   1998 — 2001
MBA, Finance

Providence College   1984 — 1988
BS, Finance

Jennifer Lucey Jennifer Lucey Greater Boston Area Details
Jennifer Lucey's The Boston Company Experience trading assistantJP Morgan1999 - 2000
Job marketing at The Boston Company
Industry Marketing and Advertising
Experience
The Boston Company   trading assistantJP Morgan1999 - 2000

Education
Boston College   1997 — 2000
ba, history

Roger Williams University   1997 — 2000

Michael Dooling Michael Dooling Greater Boston Area Details
Michael Dooling's The Boston Company Experience 1986 - 1993
Job Senior Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity  June 2012 - Present
Fidelity Investments  September 2010 - Present
Fidleity investments   2003 - Present
Fidelity Investments  September 2006 - September 2009
Fidelity Investments  April 2003 - September 2006
Shaw Data Services  1993 - 1996
The Boston Company   1986 - 1993

Skills
Project Management, PMP Certified as of..., Management, Quality Assurance, Software Project..., Strategic Planning, SDLC, Vendor Management, Process Improvement, Business Analysis, Program Management, Financial Analysis, Business Process..., Project Portfolio..., CRM, Requirements Analysis, PMP, Requirements Gathering, Agile Methodologies

Education
Bentley University   1981 — 1986

Richard Silva Richard Silva Greater Boston Area Details
Richard Silva's The Boston Company Experience 1992 - 1994
Job Senior Product Innovation Manager at athenahealth
Industry Information Technology and Services
Experience
athenahealth  June 2013 - Present
Allscripts  January 2012 - May 2013
Eclipsys  March 2009 - March 2012
Fidelity Investments  December 2004 - November 2008
The Boston Company   1992 - 1994

Skills
Software Configuration..., DB2, Quality Assurance, Software Development, SDLC, Software Project..., Leadership, Testing, Project Management, Systems Analysis, COBOL, Software Engineering, Agile Methodologies, Scrum, Process Improvement, Mainframe, Visual Basic, Management, Requirements Analysis, Waterfall

Education
Northeastern University   1995 — 2005
BS, Business Administration (MIS)

Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (MBA)

Michele Feehily Michele Feehily Greater Boston Area Details
Michele Feehily's The Boston Company Experience 1989 - 1993
Job Software services professional looking for new opportunities
Industry Computer Software
Experience
IntrinsiQ a division of Amerisource Bergen Specialty Group   May 2011 - May 2015
IntrinsiQ LLC  May 2008 - May 2011
Cambridge Leadership Associates  June 2005 - April 2008
Wild Women Outfitters   January 2005 - May 2005
American Science and Engineering  December 2002 - January 2005
Benchmarking Partners  2000 - 2001
State Street Bank  1996 - 1998
Smith Barney  1993 - 1996
The Boston Company   1989 - 1993

Skills
Process Improvement, Strategic Planning, Business Analysis, Business Strategy, Program Management, Strategy, Product Management, Analytics, CRM, Healthcare Information..., Team Building, Project Management, Cross-functional Team..., Salesforce.com

Education
Babson College - Franklin W. Olin Graduate School of Business   1994 — 2000

Isenberg School of Management, UMass Amherst   1985 — 1989

William Creed William Creed Greater Boston Area Details
William Creed's The Boston Company Experience 1986 - 1991
Job at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters  May 2010 - Present
Ascend Consulting  February 2010 - April 2010
SunGard Data Management Solutions  November 2004 - January 2010
SunGard Data Management Solutions  November 2004 - January 2010
SunGard  November 2004 - January 2010
Thomson Financial  1991 - 2004
The Boston Company   1986 - 1991

Skills
Market Data, Trading Systems, Financial Markets, Fixed Income, Equities, Electronic Trading, Reference Data, Securities, Sales, FX Options, Financial Services, Equity Trading, IT Strategy, Software Project..., Trading, Capital Markets

Education
Bentley University   1982 — 1986
BS, Finance

Tabor Academy   1980 — 1982
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program

David Oliveri David Oliveri Greater Boston Area Details
David Oliveri's The Boston Company Experience April 2007 - August 2011
Job VP, Senior Writer at The Boston Company
Industry Financial Services
Experience
Eaton Vance  August 2011 - Present
The Boston Company   April 2007 - August 2011
MFS Investment Management  February 1998 - April 2007

Education
Northeastern University   1989 — 1991
MA, Journalism

Boston College   1984 — 1988
BA, Business Administration & Finance

Harvey Rosen Harvey Rosen Greater Boston Area Details
Harvey Rosen's The Boston Company Experience April 1982 - April 1987
Job JP Morgan
Industry Financial Services
Experience
Expect Miracles Foundation - Financial Services Against Cancer  May 2015 - Present
JPMorgan Chase  May 2013 - Present
Citi Hedge Fund Services  April 2010 - April 2013
State Street Corporation  July 2007 - December 2008
Investors Bank & Trust  April 1998 - July 2007
JPMorgan Chase  October 1995 - April 1998
US Trust  April 1988 - October 1995
Fidelity Investments  April 1987 - April 1988
The Boston Company   April 1982 - April 1987
State Street  May 1980 - April 1982

Education
Bentley University   1976 — 1980

Julian Quero Julian Quero Greater Boston Area Details
Julian Quero's The Boston Company Experience 1990 - 1994
Job Vice Pres of Tax at Columbia Management
Industry Financial Services
Experience
Columbia Management  VP of Taxes / DistributionsBank of America2001 - Present
PricewaterhouseCoopers  1994 - 2001
The Boston Company   1990 - 1994

Education
Boston College   1985 — 1989

Thomas S. Magri Thomas S. Magri Greater Boston Area Details
Thomas S. Magri's The Boston Company Experience 1984 - 1986
Job Consultant / Software Engineer at CaseNET
Industry Hospital & Health Care
Experience
CaseNET  October 2009 - Present
EDS  February 2005 - October 2009
Massachusetts - Executive Office of Health and Human Services  2005 - October 2009
Salt Island Consulting   2004 - 2005
deNovis  2000 - 2004
deNovis/eHealthDirect   2000 - 2004
Adept Inc  1989 - 2000
InStream Corp.   1996 - 1998
Commercial Union  1990 - 1996
The Boston Company   1984 - 1986

Education
Bentley University   1979 — 1983
B.S., Accounting

Westwood High School

Jeffrey Addis Jeffrey Addis Greater Boston Area Details
Jeffrey Addis's The Boston Company Experience 1988 - 1994
Job Executive Vice President Chief Operating Officer & CCO
Industry Investment Management
Experience
Merganser Capital Management  January 2004 - Present
Olmstead Associates, Inc.   October 1998 - December 2003
PricewaterhouseCoopers  January 1998 - September 1998
First Data Corporation  1994 - 1997
The Boston Company   1988 - 1994
State Street Bank, Atlantic Division   June 1986 - June 1988
Freedman Financial/IDS American Express   May 1985 - May 1986

Skills
Leadership, Bonds, Executive Management, Business Analysis, Acquisition Integration, Fund Accounting, Trading Systems, Securities, Mutual Funds, Trading, Investment Management, Fixed Income, Asset Managment, Portfolio Management, Asset Management, Financial Services

Education
Bentley University   1981 — 1985
Bachelor of Science (B.S.), Finance

SHS

Maureen Kempton Maureen Kempton Phoenix, Arizona Details
Maureen Kempton's The Boston Company Experience May 1982 - July 1988
Job Manager Computer Applications/System Operations at SRP
Industry Utilities
Experience
SRP  February 2011 - Present
National MS Society  1998 - January 2011
Salt River Project  September 1994 - October 2009
Beth Isreal Hospital   February 1988 - July 1994
The Boston Company   May 1982 - July 1988

Skills
Business Analysis, Software Documentation, SDLC, Team Leadership, Microsoft Office, Program Management, Technical Writing, Troubleshooting, Windows, Analysis, Database Admin, Strategic Planning, PMP, Access, Data Analysis, Leadership, Active Directory, ITIL, Data Center, Detailed Organization, Microsoft SQL Server, Collaborative..., Disaster Recovery

Education
FOCUS   2007 — 2007

Arizona State University, W. P. Carey School of Business   2006 — 2007
M.S.I.M. - Master of Science in Information Management, IT Management

Boston College   1986 — 1992
BA, English

Edward Gall Edward Gall Greater Boston Area Details
Edward Gall's The Boston Company Experience 1986 - 1995
Job VP Senior Change Consultant at Bank of America
Industry Banking
Experience
Bank of America  October 1997 - Present
The Boston Company   1986 - 1995

Education
Boston College - Wallace E. Carroll Graduate School of Management   1994 — 1995
MS, Finance

University at Albany, SUNY   1979 — 1983

Joe Tower Joe Tower Greater Boston Area Details
Joe Tower's The Boston Company Experience 1988 - 1993
Job Chief Operating Officer at Lee Munder Capital Group
Industry Investment Management
Experience
Lee Munder Capital Group  January 2010 - Present
Lee Munder Capital Group  2006 - Present
BNY Mellon Wealth Management  2004 - 2006
BNY Mellon  2004 - 2006
Boston Institutional Group /Funds Distributor   October 1993 - April 2001
The Boston Company   1988 - 1993

Skills
Hedge Funds, Asset Managment, Investments, Alternative Investments, Equities, Portfolio Management, Financial Analysis, Mutual Funds, Due Diligence, Financial Modeling, Asset Allocation, Valuation, Securities, Finance, Fund Accounting, Investment Strategies, ETFs, Asset Management, Financial Services, Investment Management, Fixed Income, Series 7, Private Equity, Wealth Management, Investment Advisory, Equity Research

Education
D'Amore-McKim School of Business at Northeastern University   1987 — 1992
MBA

Boston College   1980 — 1984
BS, Accounting

James Larkin James Larkin San Francisco Bay Area Details
James Larkin's The Boston Company Experience November 1990 - August 1992
Job Communications Strategist
Industry Public Relations and Communications
Experience
Prologis  December 2011 - August 2012
McKesson Corporation  July 2003 - January 2011
Ketchum Public Relations  July 1999 - July 2003
University of California, San Francisco  October 1996 - July 1999
Massachusetts College of Pharmacy and Allied Health Sciences  March 1993 - September 1996
Boston University  September 1994 - August 1996
The Boston Company   November 1990 - August 1992

Skills
Crisis Communications, Media Relations, Corporate Communications, Internal Communications, Public Relations, Strategic Planning, Newsletters, Thought Leadership, Public Speaking, Integrated Marketing, Publications, Marketing Communications, Corporate Branding, Internal & External..., Social Media Marketing, Communications Planning, Social Media, Spokesperson, Public Affairs

Education
Boston University   1990 — 1992
M.S.

State University of New York College at Geneseo
B.A.

Christopher Gunster Christopher Gunster Greater New York City Area Details
Christopher Gunster's The Boston Company Experience June 1991 - March 1993
Job Managing Director at U.S. Trust, Head of Fixed Income Portfolio Management
Industry Investment Management
Experience
US Trust  May 2010 - Present
Interlachen Capital Group  March 2008 - August 2009
Allegiance Capital Customized Investments   March 2006 - December 2007
Evergreen Investments  April 2003 - March 2006
BB&T Asset Management  October 2002 - April 2003
Financial Consultant  March 2001 - October 2002
E*Trade Bank  November 2000 - April 2001
Banc of America Capital Management  March 1993 - March 2000
The Boston Company   June 1991 - March 1993
Hewlett-Packard GmbH   1990 - 1990

Skills
ABS, Residential Mortgages, Fixed Income, Hedge Funds, Mutual Funds, CMBS, sovereign bonds, Trust Management, Fixed Income Portfolio..., Fixed Income Strategies, BondEdge, Total Return, Institutional Portfolio..., Separately Managed..., Institutional..., Capital Markets, Asset Management, Investment Management, Investments, Portfolio Management, Alternative Investments

Education
Babson College - Franklin W. Olin Graduate School of Business   1989 — 1990
MBA, Finance

Kenyon College   1984 — 1987
BA, Chemistry

Michael Venturelli Michael Venturelli Greater Boston Area Details
Michael Venturelli's The Boston Company Experience 1993 - 1994
Job Head of Program Delivery at Thomson Reuters
Industry Information Technology and Services
Experience
Thomson Reuters  April 2011 - Present
Thomson Reuters  April 2008 - April 2011
Thomson Financial  December 2007 - April 2008
Green Beacon Solutions  June 2002 - December 2007
Habama, Inc.   January 2001 - April 2002
Breakaway Solutions  1998 - 2001
Eggrock Partners  1998 - 2001
State Street  1996 - 1997
First Data Corporation  1993 - 1996
The Boston Company   1993 - 1994

Skills
Business Analysis, Vendor Management, Software Project..., SaaS, Salesforce.com, Business Intelligence, Professional Services, Integration, Business Process..., General Awesomeness, Business Process, Outsourcing, Strategy, Program Management

Education
Boston College   1989 — 1993
Bachelor of Science (B.S.), Economics/Finance

Arlington Catholic

Thomas Carlisle Thomas Carlisle Greater Boston Area Details
Thomas Carlisle's The Boston Company Experience September 1991 - July 1997
Job Global Derivative Services
Industry Investment Banking
Experience
John Hancock Financial Services  September 2012 - Present
HSBC  June 2007 - September 2012
JPMorgan Chase  April 2005 - March 2007
JPMorgan  2005 - 2007
Bank of America  July 2004 - April 2005
Fleet Bank  April 2002 - July 2004
State Street Corporation  July 2000 - April 2002
The Boston Company   September 1991 - July 1997

Skills
Derivatives, FX Options, Portfolio Management, Fixed Income, Trading, Securities, Capital Markets, Finance, Swaps, Equities

Education
Boston College - Wallace E. Carroll Graduate School of Management   2001 — 2007
MBA, Finance, General

Tufts University   1984 — 1988
Bachelor of Arts (B.A.), Economics and Political Science

Scott Liotta Scott Liotta Baltimore, Maryland Area Details
Scott Liotta's The Boston Company Experience July 1988 - September 1991
Job Investment Product Management at 1919 Investment Counsel
Industry Investment Management
Experience
1919 Investment Counsel  March 2015 - Present
Lane Five Capital Management LP   August 2006 - March 2015
Mercantile Investment & Wealth Management (now part of PNC Bank)   December 2003 - July 2006
ProFund Advisors LLC  July 1999 - July 2002
Alex. Brown & Sons (now Deutsche Bank Asset Management)   July 1996 - July 1999
Putnam Investments  April 1994 - July 1996
Brown Brothers Harriman  September 1991 - April 1994
The Boston Company   July 1988 - September 1991

Skills
Asset Managment, Asset Management, Management Consulting, Capital Markets, Private Equity, Venture Capital, Fixed Income, Management, Mutual Funds, Due Diligence, Investments, Portfolio Management, Equities, Hedge Funds, Alternative Investments, Strategic Planning, Securities, Financial Modeling, Financial Analysis, Bloomberg

Education
Allegheny College   1983 — 1987
BS, Economics

Geoff Skillings, CAIA Geoff Skillings, CAIA Greater Boston Area Details
Geoff Skillings, CAIA's The Boston Company Experience August 2004 - Present
Job Director at The Boston Company
Industry Investment Management
Experience
The Boston Company   August 2004 - Present
Lord Abbett  April 2003 - June 2004
The Economist  January 2001 - April 2003

Skills
Hedge Funds, Alternative Investments, Institutional Sales, Investment Management

Education
Babson College - Franklin W. Olin Graduate School of Business   2007 — 2009
MBA

Denison University   1996 — 2000
BA, Psychology

Peter Belanger Peter Belanger Greater Boston Area Details
Peter Belanger's The Boston Company Experience 1989 - 1993
Job VP Workplace Investing Performance Solutions at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  2014 - Present
Fidelity Investments  February 1996 - Present
Mellon Bank  1993 - 1996
The Boston Company   1989 - 1993
Dennison Manufacturing   1987 - 1989
Analog Devices  1985 - 1987

Education
Boston University Questrom School of Business   1988 — 1992
MBA, Management

Babson College
BS, Accounting

Lisa Paige Lisa Paige Greater Boston Area Details
Lisa Paige's The Boston Company Experience July 1990 - January 1996
Job Assistant Vice President at State Street
Industry Financial Services
Experience
State Street  February 1996 - Present
The Boston Company   July 1990 - January 1996

Skills
Fund Accounting, Mutual Funds, Bloomberg, Securities, Equities, Fixed Income, Corporate Actions, Alternative Investments, Hedge Funds, Financial Services, Derivatives, Asset Management, Investments, Portfolio Management, Investment Management

Education
Bentley University   1986 — 1990
Bachelor, Finance

Danbury High School

Lawrence Petrone, CFA Lawrence Petrone, CFA Greater Boston Area Details
Lawrence Petrone, CFA's The Boston Company Experience July 1986 - August 1996
Job Director of Product Consulting & Research at kasina
Industry Investment Management
Experience
kasina  January 2015 - Present
kasina  February 2012 - December 2014
Financial Research Corporation  September 2009 - January 2012
WR Hambrecht + Co  February 2008 - April 2009
TheStreet.com Ratings   May 2007 - January 2008
America's Growth Capital  November 2006 - April 2007
Walden Brook Capital Partners, LLC   May 2005 - August 2006
Decision Economics   September 2003 - June 2005
Fidelity Investments  September 1996 - October 2002
The Boston Company   July 1986 - August 1996

Skills
Investments, Equities, Financial Services, Hedge Funds, Portfolio Management, Asset Allocation, Asset Managment, Mutual Funds, Equity Research, Alternative Investments, Fixed Income, Investment Strategies, Asset Management, ETFs, Competitive Analysis, Investment Management, Finance, Market Research, Bonds, Financial Modeling

Education
Boston College   1978 — 1979
Master of Arts (M.A.), Masters of Education

Gordon College   1973 — 1977
Bachelor of Arts, History

Larry Bardsley Larry Bardsley Greater Boston Area Details
Larry Bardsley's The Boston Company Experience March 1988 - July 1990
Job Vice President, Global Relationship Management Group at State Street
Industry Financial Services
Experience
State Street  April 2008 - Present
Bank of New York Mellon  January 1998 - November 2007
Mellon Financial Corporation  July 1990 - January 1998
The Boston Company   March 1988 - July 1990

Skills
Global Custody, Mutual Funds, Investments

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

Bentley University
BS, General Business

Nick Karafotias Nick Karafotias Boston, Massachusetts Details
Nick Karafotias's The Boston Company Experience 1992 - 1996
Job Fidelity Investments Strategic Advisers
Industry Investment Management
Experience
Fidelity Global Asset Allocation   May 2014 - Present
Fidelity Investments - Strategic Advisers  January 2012 - May 2014
Fidelity Investments  April 2007 - January 2012
MFS Investment Management  2004 - 2007
Fidelity Investments  1996 - 2004
The Boston Company   1992 - 1996

Skills
Equities, Mutual Funds, Financial Services, Market Data, Trading, Corporate Actions, Fixed Income, Relationship Management, Hedge Funds, Alternative Investments, Bloomberg, Fund Of Funds, Securities, Asset Management, FINRA, Trading Systems, Series 7, Investment Management, Risk Management, Financial Markets, Derivatives, Middle Office, Capital Markets, Electronic Trading, Reference Data, ETFs, Bonds, Back Office, Equity Trading, Options, Series 63, Asset Allocation, Asset Managment, Operational Oversight, Operational Risk..., Oversight

Education
Babson College - Franklin W. Olin Graduate School of Business   1995 — 1997
Master of Business Administration (MBA), International Finance

Stonehill College   1987 — 1991
BA, Finance/Economics

Medfield High School   1984 — 1987

Dylan Semple, CFA, CAIA Dylan Semple, CFA, CAIA Greater Boston Area Details
Dylan Semple, CFA, CAIA's The Boston Company Experience July 2012 - December 2013
Job Product Manager at The Boston Company
Industry Financial Services
Experience
The Boston Company Asset Management, LLC  December 2013 - Present
The Boston Company   July 2012 - December 2013
The Boston Company   May 2011 - July 2012
The Boston Company   April 2010 - May 2011
The Boston Company   July 2008 - September 2010

Skills
Factset, Equities, Chartered Financial..., Analysis, Marketing, Competitive Analysis, Market Research, Management, Financial Services, Due Diligence, Strategy, Databases, Product Management, Financial Markets, Management Consulting, Asset Management

Education
Boston College   2004 — 2008
BA, Economics

Sharon Hamel Sharon Hamel Greater Boston Area Details
Sharon Hamel's The Boston Company Experience 1986 - 2001
Job Sr. Vice President at Atlantic Trust Company
Industry Financial Services
Experience
Atlantic Trust Company  2001 - Present
TIAA-CREF  2001 - 2002
The Boston Company   1986 - 2001

Education
Anna Maria College   1980 — 1984
BA

Kent Forkner Kent Forkner Greater Boston Area Details
Kent Forkner's The Boston Company Experience 2001 - 2009
Job Partner and Chief Investment Officer at Daintree Advisors LLC
Industry Investment Management
Experience
Daintree Advisors LLC  2010 - Present
The Boston Company   2001 - 2009
Mellon Growth Advisors   2001 - 2003
State Street Global Advisors  1998 - 2001
Alex. Brown & Company   1996 - 1998

Skills
Wealth Management, Investments, Alternative Investments, Equities, Equity Research, Hedge Funds

Education
Babson College - Franklin W. Olin Graduate School of Business   1994 — 1996
MBA

Wheaton College   1986 — 1990
BA

Hank Lawlor Hank Lawlor Greater Boston Area Details
Hank Lawlor's The Boston Company Experience 1990 - 1994
Job Partner Sales and Consultant Relations Representative
Industry Investment Management
Experience
Monarch Partners Asset Management LLC   March 2010 - Present
Pegasus Solutions  August 2009 - June 2014
The Bridge Center  September 2010 - September 2012
Prides Capital   2004 - March 2010
Sanuwave Inc.  September 2005 - September 2007
Boston Partners Asset Management LP   April 1995 - January 2004
Boston Partners Asset Management  1995 - 2004
Boston Partners Asset Management  1995 - 2004
The Boston Company   1990 - 1994

Skills
Finance, Mutual Funds, Financial Modeling, Asset Allocation, Fixed Income, Mergers & Acquisitions, Alternative Investments, Hedge Funds, Due Diligence, Equities, Sales, Asset Management, Management, Strategy, Investments, Private Equity, Asset Managment, Venture Capital, Portfolio Management

Education
Babson College   1986 — 1990
Bachelor of Science, Finance

Catherine Coyne Catherine Coyne Greater Boston Area Details
Catherine Coyne's The Boston Company Experience 1986 - 1990
Job Vice President, Client Officer at National Quality Review
Industry Financial Services
Experience
National Quality Review  1996 - Present
American Student Assistance (ASA),   1992 - 1995
The Boston Company   1986 - 1990

Skills
Series 63, Data Analysis, Relationship Management, Financial Services, Series 7, Investments, Mutual Funds, Sales, Business Development, Asset Managment, Strategic Partnerships, Process Improvement, Marketing, Strategy, Leadership, Customer Experience, Risk Management, Securities, Asset Management, Business Process...

Education
D'Amore-McKim School of Business at Northeastern University   1990 — 1992
MBA, Business

Ecole supérieure de Commerce de Reims   1991 — 1991
Graduate Business School

Boston College
BA, Educational Psychology

Jay Sohn, CFA Jay Sohn, CFA Greater Boston Area Details
Jay Sohn, CFA's The Boston Company Experience July 2002 - September 2004
Job Research Analyst, Vice President at BlackRock
Industry Investment Management
Experience
BlackRock  October 2010 - May 2013
LightKeeper Investments   January 2009 - June 2010
RiverSource Investments  November 2007 - December 2008
Cadence Capital Management  September 2004 - November 2007
The Boston Company   July 2002 - September 2004
Loomis, Sayles & Co   April 1998 - July 2002

Skills
Mutual Funds, Corporate Finance, Equity Research, Technology Research, Capital Markets, Series 7, Research, Analytics, Investment Management, Investment Banking, Finance, Private Equity, Investment Strategies, Equities, Series 63, Marketing, Financial Analysis, Asset Allocation, Business Strategy, Derivatives, Due Diligence, Portfolio Management, Securities

Education
Babson College
BS, Accounting/MIS

Simsbury High

John Sanford John Sanford Greater Boston Area Details
John Sanford's The Boston Company Experience 1984 - 1989
Job Retired Mortgage Professional
Industry Financial Services
Experience
John Sanford   November 2011 - September 2013
NE Moves Mortgage,LLC   January 2004 - October 2011
Cambridge Savings Bank  2002 - 2003
Federal Savings Bank  1993 - 1998
Sterling Bank  1989 - 1993
The Boston Company   1984 - 1989

Skills
Mortgage Banking, Residential Mortgages, Mortgage Lending, Loan Origination, FHA, Refinance, Loans, Credit, VA loans, Reverse Mortgages, FHA financing, Certified Mortgage..., Credit Analysis, USDA, Government Loans, Consumer Lending, Banking, Mortgage Underwriting, Real Estate, Commercial Lending

Education
Babson College   1980 — 1982
MBA

Tufts University   1972 — 1976
Bachelor of Arts, Economics

Jonathan Kantar Jonathan Kantar Greater Boston Area Details
Jonathan Kantar's The Boston Company Experience September 1988 - May 1990
Job Principal at Sage Builders LLC
Industry Construction
Experience
Sage Builders LLC   April 2012 - Present
Sage Builders LLP   October 2000 - Present
The Boston Company   September 1988 - May 1990
The Beacon Companies  September 1986 - August 1989

Skills
Real Estate Development, Management, Residential Design, Green Building, LEED, Renovation, Mergers & Acquisitions, Sustainable Design, Residential Homes, Historic Preservation, Investment Properties, Construction Management, Public Speaking, Construction, LEED AP, Finance, Sales, Valuation, Sustainability

Education
Boston Architectural College   2007 — 2015
Masters Candidate, Sustainable Design and Construction

University of Michigan   1981 — 1985
B.A., American History

Linda Dunne Linda Dunne Greater Boston Area Details
Linda Dunne's The Boston Company Experience 1987 - 1997
Job Principal LM Dunne Consulting, LLC
Industry Financial Services
Experience
LM Dunne Consulting, LLC   July 2009 - Present
State Street Corporation  December 1997 - January 2009
The Boston Company   1987 - 1997
Yankee Bank   1987 - 1987

Skills
Mutual Funds, Series 7, Fixed Income, Investments, Bloomberg, Equities, Microsoft Excel, Project Management, Strategic Planning

Education
Bentley College - Elkin B. McCallum Graduate School of Business   1992 — 1994
MBA, Finance

Boston College   1980 — 1984
Bachelor, Accounting

Nancy O'Sullivan Nancy O'Sullivan Cape Elizabeth, Maine Details
Nancy O'Sullivan's The Boston Company Experience 1989 - 1996
Job Consultant, Financial Management & Accounting
Industry Accounting
Experience
Self Employed Financial Consultant  April 2014 - Present
Forum Financial Group  1996 - 1998
The Boston Company   1989 - 1996

Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Teaching, Auditing, Tutoring, Bookkeeping, Accounting, Payroll, Access, Customer Service, Research, QuickBooks, Data Analysis

Education
Boston University Graduate School of Management   1992 — 1996
MBA

Colby College   1985 — 1989
BA, Mathematics

Boston Latin School

Deb D'Eramo Deb D'Eramo Greater Boston Area Details
Deb D'Eramo's The Boston Company Experience 1987 - 1990
Job Business Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  December 1992 - Present
The Boston Company   1987 - 1990
Filene's Basement  1984 - 1987

Education
Babson College
MBA

Bentley University
B.S., Computer Systems Management

Boston University
Certificate in Project Management

Braintree High School

Laura Brathwaite-Isaac Laura Brathwaite-Isaac Greater Boston Area Details
Laura Brathwaite-Isaac's The Boston Company Experience September 1992 - August 1994
Job HR Manager at Pearson Education Sales Marketing
Industry Human Resources
Experience
Pearson Education  October 2010 - Present
WGBH Educational Foundation  August 1997 - February 2010
First Data Corporation  August 1996 - August 1997
The Boston Company   September 1992 - August 1994

Skills
Recruiting, Human Resources, Employee Relations, HRIS, Onboarding, Performance Management, Interviews, Talent Acquisition, Talent Management, Team Building, Employment, Training, Career Counseling, Employment Law, Change Management, Social Media, Management, Labor Relations, Internal Investigations, Diversity, ATS systems, Coaching

Education
Northeastern University - Graduate School of Business Administration   1994 — 1996
MBA, Human Resources

Boston College
BS, General Management

Linda (Smith) Fultz Linda (Smith) Fultz Cincinnati Area Details
Linda (Smith) Fultz's The Boston Company Experience 1990 - 1993
Job Investment Management Administration and Client Relationship Management Professional
Industry Financial Services
Experience
Ultimus Fund Solutions, LLC  August 2007 - January 2010
Fort Washington Investment Advisors  August 2006 - August 2007
Grantham Mayo Van Otterloo  2003 - 2006
Deutsche Asset Management  June 2000 - June 2003
MFS Investment Management  June 1993 - June 2000
The Boston Company   1990 - 1993

Skills
Investments, Private Equity, Mutual Funds, Financial Analysis, Fund Administration, Asset Management, Securities, Due Diligence, Accounting, Equities, Financial Modeling, Valuation

Education
Bentley University   1986 — 1990
BS, Accountancy

George M. Riley, CCP George M. Riley, CCP Greater Boston Area Details
George M. Riley, CCP's The Boston Company Experience 1989 - 1992
Job Real Estate Analyst at Cross Real Estate
Industry Human Resources
Experience
Cross Real Estate   October 2012 - Present
Fresenius Medical Care NA  October 2007 - October 2012
TJX  1999 - 2007
Cahners Publishing  1996 - 1999
The Gillette Company  1995 - 1996
St. Peter's Catholic Elementary School   1993 - 1995
Nativity Preparatory School  1992 - 1993
The Boston Company   1989 - 1992
Saunders Real Estate Corporation   1987 - 1989

Skills
HRIS, PeopleSoft, Human Resources, Taleo, Incentive Programs, Deferred Compensation, Microsoft Office, Microsoft Excel, Microsoft Word, Lotus Notes, PowerPoint, Outlook

Education
Boston College - Carroll School of Management   1983 — 1987
BS, Management

Bentley College
Continuing Education Certificate Program, Human Resources

Daniel McGrory, CIA, MBA Daniel McGrory, CIA, MBA Greater Boston Area Details
Daniel McGrory, CIA, MBA's The Boston Company Experience September 1988 - June 1990
Job Director of Finance at Massachusetts Department of Revenue/Child Support Enforcement Division
Industry Financial Services
Experience
Massachusetts Department of Revenue/Child Support Enforcement Division   December 2014 - Present
Massachusetts Department of Revenue/Child Support Enforcement Division   July 2014 - December 2014
Bunker Hill Community College  January 2014 - May 2014
Fidelity Investments  June 2010 - January 2013
New York Life Insurance Company  August 2009 - June 2010
State Street (Legacy Investors Bank & Trust)   October 2006 - October 2008
Control Solutions International  March 2006 - October 2006
Computershare  1995 - 2005
Bank of Boston  1990 - 1995
The Boston Company   September 1988 - June 1990

Skills
Vendor Management, Risk Management, Financial Risk, Mutual Funds, Fixed Income, Project Management, Financial Services, Operations Management, Securities, Equities, Portfolio Management, Internal Audit, Corporate Actions, Change Management, Analysis, Mergers & Acquisitions, Trading, Cash Management, Forecasting, Auditing, Process Improvement, Banking, Finance, Management, Asset Management, Business Planning, Fund Accounting, Investments, Capital Markets

Education
Suffolk University   1979 — 1981
MBA, Finance

Stonehill College   1973 — 1977
BSBA, Marketing

Boston Latin School   1968 — 1973

JUDITH WARNERS JUDITH WARNERS Greater Boston Area Details
JUDITH WARNERS's The Boston Company Experience April 1979 - February 1980
Job Experienced equity investment manager and consultant to small businesses
Industry Investment Management
Experience
Evergreen Investments/Wachovia Bank   September 1996 - February 2002
Evergreen Investments, Inc.   1995 - 2002
Keystone, Evergreen, Wachovia   1981 - 2001
Keystone Investments/First Union Bank   February 1980 - September 1996
The Boston Company   April 1979 - February 1980

Skills
Equities

Education
Babson College - Franklin W. Olin Graduate School of Business   1977 — 1979
MBA, business management

Kathy Rando Kathy Rando Greater Boston Area Details
Kathy Rando's The Boston Company Experience June 1988 - June 1994
Job Vice President of Finance at Tradeweb
Industry Financial Services
Experience
Tradeweb  2004 - Present
– Corporate Communications Broadcasting Network (CCBN)   June 2002 - April 2004
Thomson Reuters (Formerly Thomson Financial)   June 2001 - June 2002
Thomson Reuters (Formerly Thomson Financial)   June 1994 - June 2001
Thomson Reuters, fomerly Thomson Financial   2000 - 2001
The Boston Company   June 1988 - June 1994
State Street Bank and Trust  June 1987 - June 1988

Skills
Forecasting, Payroll, Financial Modeling, Financial Analysis, Financial Reporting, General Ledger, Mergers, Accounting, Fixed Income, Financial Services, Acquisition Integration, Accounts Payable, Portfolio Management, Business Analysis, Finance, Due Diligence, Financial Accounting

Education
Bentley College - Elkin B. McCallum Graduate School of Business   1991 — 1994
MBA, Accounting

Isenberg School of Management, UMass Amherst   1983 — 1987
BA, Accounting

Susan Anselmo Stone Susan Anselmo Stone Marblehead, Massachusetts Details
Susan Anselmo Stone's The Boston Company Experience 1985 - 1992
Job Organizing and Productivity Coach
Industry Professional Training & Coaching
Experience
Susan Stone Organizing   2011 - Present
Living Peace   2009 - 2011
Peabody Essex Museum  2003 - 2011
Positively Pinked   2007 - 2009
Harvard University Student Health Services   1999 - 2000
Harvard Vanguard Medical Associates  September 1998 - June 1999
Cambridge Health Alliance  September 1997 - June 1998
Tower School  1994 - 1996
The Boston Company   1985 - 1992

Skills
Public Speaking, Coaching

Education
Simmons College - School of Social Work   1996 — 1999
MSW, Social Work

Simmons College - Simmons School of Management   1982 — 1983
MBA

Barnard College   1976 — 1977
Economics

Wellesley College   1973 — 1977
BA, Economics/East Asian Studies

Winsor School   1969 — 1973

Gerald Davidson Gerald Davidson Greater Boston Area Details
Gerald Davidson's The Boston Company Experience 1988 - 1989
Job Vice President at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments  2009 - Present
Fidelity Investments  2000 - 2008
Federated Investors  1998 - 2000
Independent Consultant  1998 - 1998
Scudder Investments (formerly Scudder, Stevens & Clark, Inc.)   1991 - 1998
Scudder Investments (formerly Scudder, Stevens & Clark, Inc.)   1990 - 1991
Bank of New England N.A. (Boston, MA)   1989 - 1990
The Boston Company   1988 - 1989
Coopers & Lybrand  1984 - 1988

Skills
Internal Controls, Mutual Funds, Transfer Agency, AML, Management Consulting, Financial Services, Asset Managment, Asset Management, Financial Risk, Sarbanes-Oxley, Risk Management, Investments, Process Improvement, Analysis, Strategy, Sarbanes-Oxley Act, Investment Management, Finance

Education
University of Michigan - Stephen M. Ross School of Business
MBA

University of Pittsburgh
MURP, Urban & Regional Planning

Boston University
BA, Economics

Neil Garceau Neil Garceau Greater Boston Area Details
Neil Garceau's The Boston Company Experience January 2002 - January 2010
Job Manager U.S Business Development and Consultant Relations at Arrowstreet Capital LP
Industry Investment Management
Experience
Arrowstreet Capital  January 2010 - Present
The Boston Company   January 2002 - January 2010
The Boston Company   January 1998 - January 2002
The Boston Company   August 1995 - January 1998
Mellon Financial  September 1993 - August 1995

Skills
Asset Managment, Equities, Business Development, Finance, CRM, Financial Services, Wealth Management, Financial Markets

Education
Bentley University   1996 — 1998
MSF, Investments

University of Rhode Island - College of Business Administration   1988 — 1992
BS, Accounting

Toll Gate High School   1985 — 1987

John Evers John Evers Greater Boston Area Details
John Evers's The Boston Company Experience January 2001 - August 2007
Job Senior Portfolio Manager at Munder Capital Management
Industry Capital Markets
Experience
Munder Capital Management  August 2007 - April 2013
The Boston Company   January 2001 - August 2007
Wellington Management  April 1994 - May 1998

Skills
Equities, Equity Research, Asset Allocation, Asset Managment, Fixed Income, Portfolio Management, Investments, Investment Strategies, Mutual Funds, Financial Modeling, Valuation, Securities, Wealth Management, Investment Management, Investment Advisory, Emerging Markets, Quantitative Analytics, Financial Analysis, Stock Picking, Performance Attribution, Financial Markets, Chartered Financial...

Education
Boston College   1998 — 1999
M.S.F, Finance

University of Maine   1987 — 1991
B.S., Finance

Dale Dutile Dale Dutile Greater Boston Area Details
Dale Dutile's The Boston Company Experience July 2006 - Present
Job Managing Director, Opportunistic Value Team, The Boston Company
Industry Investment Management
Experience
The Boston Company   July 2006 - Present
MFS Investment Management  June 1993 - May 2006

Skills
Hedge Funds, Equities, Portfolio Management, Investments, Mutual Funds, Emerging Markets, Equity Research, Valuation, Bloomberg, Alternative Investments, Asset Management, Equity Valuation, Financial Modeling, Investment Management, Capital Markets

Education
Massachusetts Institute of Technology - Sloan School of Management   1992 — 1994
MBA, Finance

Boston College   1985 — 1989
MS, Finance & Quantitative Analysis, Finance

Veronique Daphnis Veronique Daphnis Greater Boston Area Details
Veronique Daphnis's The Boston Company Experience June 2011 - July 2013
Job The Boston Company
Industry Financial Services
Experience
The Boston Company Asset Management, LLC  July 2015 - Present
The Boston Company Asset Management, LLC  August 2013 - July 2015
The Boston Company   June 2011 - July 2013
The Boston Company   June 2011 - August 2011
Bentley University  September 2007 - June 2011
The Boston Company   February 2011 - May 2011
The Bank of New York Mellon  June 2010 - January 2011

Skills
Microsoft Office Suite, FactSet, Asset Managment, Equities, PowerPoint, Microsoft Office, Outlook, Asset Management, Bloomberg, Analysis, Financial Analysis, Financial Modeling, Access, Equity Research, Investments, Finance, Microsoft Excel, Data Analysis

Education
Bentley University   2007 — 2011
Economics-Finance

Deborah Fiumedora Deborah Fiumedora Greater Boston Area Details
Deborah Fiumedora's The Boston Company Experience 1987 - 1989
Job Independent Consultant at Berkeley Research Group LLC
Industry Hospital & Health Care
Experience
Berkeley Research Group LLC  July 2015 - Present
Lahey Health  2014 - 2015
Winchester Hospital  2008 - 2014
Quincy Medical Center  2006 - 2008
Neighborhood Health Plan  2001 - 2006
Harvard Pilgrim Health Care  1994 - 2001
Franciscan Hospital for Children  1989 - 1994
The Boston Company   1987 - 1989

Skills
Healthcare Management, Healthcare, Managed Care, Healthcare Information..., Medicare, Sales, Healthcare Consulting, Hospitals, HIPAA, Strategic Planning, Management, Healthcare Industry, Leadership, Program Management

Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Business

Providence College   1983 — 1987
BS, Business/Finance

Boston Latin School   1979 — 1983

Laura Chabot Laura Chabot Greater Boston Area Details
Laura Chabot's The Boston Company Experience 2000 - 2004
Job Business Manager at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management  September 2012 - Present
MFS  August 2007 - September 2012
Wellington Management  2004 - 2007
The Boston Company   2000 - 2004

Education
Boston College - Wallace E. Carroll Graduate School of Management   2002 — 2006
MBA

Boston College   1996 — 2000

Lisa Trubiano, CFA Lisa Trubiano, CFA Burlington, Vermont Area Details
Lisa Trubiano, CFA's The Boston Company Experience January 2005 - June 2006
Job Senior Associate at Champlain Investment Partners, LLC
Industry Investment Management
Experience
Champlain Investment Partners, LLC  May 2015 - Present
Cabot Street Consulting, LLC   July 2013 - April 2015
Goldman Sachs  May 2012 - June 2013
Dwight Asset Management Company   July 2006 - April 2012
The Boston Company   January 2005 - June 2006
Putnam Investments  April 2001 - July 2004
Putnam Investments  July 1995 - March 2001
John Hancock Financial Services  1993 - 1995
John Hancock Financial Services  1987 - 1993
John Hancock Financial Services  1985 - 1987

Education
Babson College   1982 — 1984
Master of Business Administration (M.B.A.), Finance and International Business

Boston University   1980 — 1981
MEdM, Educational Media and Technology

Ithaca College   1976 — 1980
Bachelor’s Degree, Broadcasting and Film

Elizabeth Blodgett - Smith Elizabeth Blodgett - Smith Greater Boston Area Details
Elizabeth Blodgett - Smith's The Boston Company Experience 1985 - 1991
Job President at BlodgettSmith Group
Industry Real Estate
Experience
BlodgettSmith Group   2015 - Present
Wise Living Management, LLC   2012 - Present
Access Shuniya   2009 - Present
Keep On   2008 - Present
BNY Mellon  August 2002 - 2007
Mellon Financial  1998 - 2002
Bank of America  January 1992 - 1996
The Boston Company   1985 - 1991

Skills
Mergers & Acquisitions, Marketing, Project Management, Sales, Strategic Planning, Marketing Strategy, Leadership, Social Media, Social Media Marketing, Contract Negotiation, Strategy, Product Development, Communications, Fundraising, Real Property, Entrepreneurship

Education
Bentley University

Elmira College

Pingree

Proctor Academy

Anne Holloran, CFA Anne Holloran, CFA Greater Minneapolis-St. Paul Area Details
Anne Holloran, CFA's The Boston Company Experience February 1996 - November 2000
Job Director, Institutional Client Service at Columbia Management Investment Advisers, LLC
Industry Investment Management
Experience
Columbia Management  December 2000 - Present
The Boston Company   February 1996 - November 2000
Investment Advisers, Inc.   February 1983 - January 1996

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

Education
Schiller International University   1981 — 1982
1982, MBA

University of Minnesota - Carlson School of Management   1979 — 1981
BSBA, Marketing

University of Minnesota-Twin Cities   1978 — 1979
Pre-Business

Arizona State University   1977 — 1978
Business

Minnetonka High School   1974 — 1977

Tony Ryan Tony Ryan Greater Boston Area Details
Tony Ryan's The Boston Company Experience October 2005 - June 2014
Job Senior International Equity Analyst at Trivalent Investments a Victory Capital franchise.
Industry Financial Services
Experience
Victory Capital Management  June 2014 - Present
The Boston Company   October 2005 - June 2014
Banc of America Securities  June 2002 - October 2005
Baker Atlas  October 1996 - June 2000

Skills
Financial Analysis, Capital Markets, Equities, Portfolio Management, Bloomberg, Valuation, Asset Management, Financial Modeling, Equity Research, Investments, Hedge Funds, Alternative Investments, Fixed Income, Equity Valuation, Due Diligence, Risk Management, Mutual Funds, Financial Services, Asset Allocation, Investment Strategies, Securities, Competitive Analysis, Investment Management, Investment Banking, Emerging Markets

Education
Boston College - Wallace E. Carroll Graduate School of Management   2000 — 2002
MBA, Finance

Imperial College London   1995 — 1996
MSc, Petroleum Engineering

The University of Sheffield   1992 — 1995
Bsc, Chemistry

Wynne Cavanna Wynne Cavanna Greater Boston Area Details
Wynne Cavanna's The Boston Company Experience 1992 - 1993
Job Financial Services Marketing/Communications Professional
Industry Writing and Editing
Experience
Pioneer Investments  1999 - 2008
New England Funds  1996 - 1999
Scudder Investments  1993 - 1996
The Boston Company   1992 - 1993
Keystone Group, Inc.   1984 - 1992

Skills
Negotiation

Education
Penn State University   1981 — 1983

Allegheny College   1979 — 1981

Wendy Marshall Wendy Marshall Greater Boston Area Details
Wendy Marshall's The Boston Company Experience July 1998 - August 1999
Job Project Manager
Industry Staffing and Recruiting
Experience
AboutJobs.com   May 2009 - Present
Brown Brothers Harriman  April 2004 - January 2009
Brown Brothers Harriman  August 1999 - March 2004
The Boston Company   July 1998 - August 1999
Mellon Bank  September 1995 - July 1998

Skills
Fixed Income, Investments, User Acceptance Testing, CRM, Software Documentation, Securities, Analysis, Financial Services

Education
Assumption College   1991 — 1995
BA, Accounting, Economics

Tracie Elliott Tracie Elliott Greater Boston Area Details
Tracie Elliott's The Boston Company Experience 1992 - 1994
Job StayatHome Mom
Industry Higher Education
Experience
Harvard Business School  2007 - 2010
Investors Bank & Trust  2002 - 2007
Classic Carriage Works, LLC   1997 - 2002
Fidelity Investments  1994 - 1996
The Boston Company   1992 - 1994

Skills
Higher Education, Project Management, Strategic Planning

Education
Bentley University   1988 — 1992
Bachelor of Science, Finance

Charles Bookman Charles Bookman Greater Boston Area Details
Charles Bookman's The Boston Company Experience January 1993 - January 1995
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
ThunderHawk Internet Systems   January 1995 - Present
Mercurial Consultants   January 2013 - October 2014
New England Historic Genealogical Society  January 2007 - March 2008
New England Wireless Advisors   February 2005 - November 2005
Pine Street Inn  June 2003 - August 2005
Xintra   January 2000 - January 2003
Computer Ed Institute   January 2001 - January 2002
City of Boston  January 1999 - July 1999
Pine Street Inn  January 1997 - January 1998
The Boston Company   January 1993 - January 1995

Skills
CSS, Windows, HTML, Web Development, Microsoft SQL Server, Project Management, Troubleshooting, Servers, Active Directory, Microsoft Exchange, Outlook, Hardware, Antivirus, Operating Systems, Networking, TCP/IP, Technical Support, SQL, System Administration, Windows Server, Databases, Windows 7, VMware, SharePoint, SEO, Software Development, Integration, Security, Linux, Network Administration, Information Technology, Analysis, Virtualization, Testing, Help Desk Support, XML, Java, Microsoft Office, WordPress, Programming, Vendor Management, Training, Microsoft Certified..., Server Administration, Dreamweaver, CMS, Web Design, Software Installation, Computer Security, Infrastructure

Education
Boston College   2002 — 2005
Bachelor's Degree, Corporate Systems/Information Technology

Boston University Corporate Education Center

Boston University Metropolitan College

Clark University Computer Career Institute

HCS

Newman Prep

wahlum

Pam Ketchum Pam Ketchum Greater Boston Area Details
Pam Ketchum's The Boston Company Experience June 1988 - September 1994
Job Independent Financial Services Professional
Industry Financial Services
Experience
Merganser Capital Management  August 2005 - October 2009
Mellon Financial  January 2001 - July 2005
Olmstead Associates  January 2000 - December 2000
First Data Corporation  September 1994 - May 1997
The Boston Company   June 1988 - September 1994

Education
Assumption College   1984 — 1988
BA, Accounting

Fr. Michael E. Drea Fr. Michael E. Drea Greater Boston Area Details
Fr. Michael E. Drea's The Boston Company Experience October 1988 - June 1990
Job Pastor and Senior Chaplain at St. Paul's Roman Catholic Church
Industry Religious Institutions
Experience
St. Paul's Roman Catholic Church   June 2009 - Present
St. Ann Parish, Quincy, MA   June 2004 - May 2009
St. Sebastian's School, Needham, MA   June 1995 - July 1998
Cardinal Spellman High School, Brockton, MA   June 1990 - June 1995
The Boston Company   October 1988 - June 1990

Education
Saint John's Seminary   1998 — 2004
B Phil (00), M Div (04), Philosophy and Theology

Boston College   1984 — 1994
BA (88), MA (94), Higher Education Administration

Daniel Delrosario Daniel Delrosario Greater Boston Area Details
Daniel Delrosario's The Boston Company Experience June 2009 - August 2009
Job Investment management
Industry Investment Management
Experience
Harvard Management Company  March 2015 - Present
Wellington Management  July 2011 - February 2015
T Rowe Price  June 2010 - August 2010
The Boston Company   June 2009 - August 2009

Education
Bentley University   2007 — 2011

Peter Gallary Peter Gallary Washington D.C. Metro Area Details
Peter Gallary's The Boston Company Experience 1990 - 1994
Job Chief operating officer at Investment Company Institute
Industry Financial Services
Experience
Investment Company Institute  Managing DirectorPutnam Investments1994 - 2004
The Boston Company   1990 - 1994
Coopers & Lybrand Consulting  1980 - 1990

Skills
Securities, Fixed Income, Mutual Funds, Asset Managment, Financial Services, Equities, Strategic Planning, Vendor Management, Investments, Alternative Investments, Hedge Funds, Asset Management, Strategy, Portfolio Management, Private Equity, Management Consulting, Financial Modeling, Due Diligence, Mergers & Acquisitions, Investment Banking, Risk Management, Business Strategy

Education
Boston College - Wallace E. Carroll Graduate School of Management   1967 — 1970
MBA

Fairfield University   1963 — 1967
B S, Mathematics

Jacqueline Thibodeau, MBA Jacqueline Thibodeau, MBA Greater Boston Area Details
Jacqueline Thibodeau, MBA's The Boston Company Experience 1989 - 1995
Job Sales Analyst at GiftCard Partners, Inc.
Industry Retail
Experience
GiftCard Partners, Inc.   May 2011 - Present
CVS  1998 - 2004
Bose Corporation  1995 - 1998
The Boston Company   1989 - 1995

Skills
Excel, Budgeting, Word, Microsoft Office, Forecasting, Analysis, PowerPoint, Financial Analysis, Competitive Analysis, Analytics, Business Strategy, Business Planning, Business Analysis, Financial Modeling, Market Analysis, Financial Reporting, Data Analysis, Microsoft Excel

Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Finance and Marketing

Boston University Questrom School of Business
BS, Finance

Marisa Selvakumar Marisa Selvakumar Greater Boston Area Details
Marisa Selvakumar's The Boston Company Experience February 2001 - March 2006
Job Portfolio Coordinator at The Boston Company
Industry Financial Services
Experience
The Boston Company Asset Management  March 2006 - Present
The Boston Company   February 2001 - March 2006
Park Hill Insurance Agency   September 1997 - February 2001

Skills
Equities, Bloomberg, Portfolio Management, Asset Management, Investments, Equity Research

Education
Bentley College - Elkin B. McCallum Graduate School of Business   2002 — 2006
MBA

University of Massachusetts Lowell   1998 — 2000
BS, Accounting, Finance

Christine Ball Christine Ball Greater Boston Area Details
Christine Ball's The Boston Company Experience 1988 - 1989
Job Office Manager / Marketing Assistant at Milestone Group
Industry Marketing and Advertising
Experience
Milestone Group  March 2012 - Present
Michael Ball Carpentry & Remodeling   1997 - March 2012
The Welch Company / The Clothes Line   2001 - 2005
Talbots, Inc.   2000 - 2002
John Hancock Financial Services  1998 - 2000
John Hancock Financial Services  1996 - 1998
John Hancock Life Insurance Company (U.S.A.)   1995 - 1996
John Hancock Life Insurance Company (U.S.A.)   1990 - 1991
The Boston Company   1988 - 1989
WR Grace  1986 - 1988

Skills
Sales, Customer Service, Leadership, Marketing, Strategic Planning, Project Management, Product Marketing, Management, CRM, Project Planning, PowerPoint, Mutual Funds, Product Development, Direct Marketing, Microsoft Word, Proposal Writing, Advertising, Sales Management

Education
Babson College - Franklin W. Olin Graduate School of Business   1991 — 1995
MBA, Marketing

Boston College - Wallace E. Carroll Graduate School of Management   1984 — 1988
BS, Finance

Matignon High School   1980 — 1984
College Prep

Fr. Michael Drea Fr. Michael Drea Greater Boston Area Details
Fr. Michael Drea's The Boston Company Experience 1988 - 1991
Job Harvard Catholic Center, Senior Chaplain
Industry Religious Institutions
Experience
Harvard Catholic Center   June 2009 - Present
St. Paul Parish, Cambridge, MA   June 2009 - Present
St. Ann Parish, (Wollaston) Quincy, MA   May 2004 - May 2009
St. Sebastian's School, Needham, MA   1995 - 1998
Cardinal Spellman High School, Brockton, MA   1991 - 1995
The Boston Company   1988 - 1991

Skills
Community Outreach, Theology, Fundraising, Public Speaking, Volunteer Management, Non-profits, Teaching, Event Planning, Grant Writing, Strategic Planning, Public Relations, Organizational..., Research, Event Management, Leadership Development, Microsoft Office, Nonprofits

Education
Boston College   1984 — 1988
AB, Communications

Boston College   1990 — 1994
MA, Higher Education Administration

St. John's Seminary   1998 — 2004
B Phil, M Div, Theology

Archana Vahalia Archana Vahalia Greater Boston Area Details
Archana Vahalia's The Boston Company Experience December 1988 - July 1994
Job Personalized Culinary Coach at Art of Cooking
Industry Financial Services
Experience
Art of Cooking   April 2015 - Present
Newton Festival of Arts   October 2014 - May 2015
Overseas Women's Club   May 2013 - June 2014
Indus International School, Bangalore   August 2012 - June 2014
Indian Institute of Management, Bangalore  April 2012 - May 2012
KPMG  November 2010 - June 2011
PricewaterhouseCoopers Limited  December 1996 - October 1998
The Boston Company   December 1988 - July 1994

Skills
Product Management, Public Speaking, Accounting, Product Development, Financial Reporting, Corporate Social..., Event Management, Tax, Project Management

Education
Boston University School of Law   1987 — 1988
Master of Laws (LL.M.), Taxation

University of Delhi   1980 — 1983
Bachelor of Laws (LL.B.), Law

Ramjas College   1977 — 1980
Bachelor of Science (B.Sc.), Sciences

David P. Nolan , CFA David P. Nolan , CFA Greater Boston Area Details
David P. Nolan , CFA's The Boston Company Experience March 1986 - June 1989
Job Financial Management Professional
Industry Financial Services
Experience
Harrison Fiduciary LLC   September 2010 - December 2010
Pan Agora Asset Management   September 2003 - March 2009
Independence Investment Associates, Inc.   January 1996 - September 2003
Boston International Advisors, Inc   January 1991 - January 1996
Boston International Advisors, Inc   June 1989 - January 1991
The Boston Company   March 1986 - June 1989
State Street Bank and trust Co.  June 1984 - March 1986

Skills
Investments, Portfolio Management

Education
Suffolk University   1989 — 1992
Masters in Business Administration, Finance

Boston College   1979 — 1983
Bachelor of Science, Business Administration - Computer Science

Dwayne Bleam Dwayne Bleam Phoenix, Arizona Area Details
Dwayne Bleam's The Boston Company Experience June 1996 - August 2000
Job Private Mortgage Banker at Wells Fargo Private Mortgage Banking NMLS #442418
Industry Financial Services
Experience
Wells Fargo Private Mortgage Banking  September 2000 - Present
The Boston Company   June 1996 - August 2000

Skills
Mortgage Banking, Mortgage Lending, Refinance, Residential Mortgages, Loans, Loan Origination, Real Estate, Investment Properties, Certified Mortgage..., USDA, First Time Home Buyers, Credit, Construction Loans

Education
Arizona State University   1987 — 1991
Finance, Business Administration, Management and Operations

Nancy Polley Nancy Polley Greater Boston Area Details
Nancy Polley's The Boston Company Experience October 1993 - January 1995
Job Asset Manager / Commercial Real Estate
Industry Financial Services
Experience
Berkshire Mortgage Finance  2001 - 2002
Continental Wingate Capital   1999 - 2001
CareMatrix Corporation  1998 - 1999
Town of Winchester  January 1995 - October 1998
The Boston Company   October 1993 - January 1995
General Cinema Corporation  October 1990 - October 1993
Glass International   May 1988 - October 1990

Skills
Financial Analysis, Finance, Real Estate, Budgets, Access, Microsoft Excel, Outlook, Data Analysis, PowerPoint, Process Improvement, Microsoft Office, Customer Service, Microsoft Word, Teaching, Mortgage Underwriting, Asset Managment, Negotiation, Coaching, Training, Financial Reporting

Education
Bentley College
MBA, Finance, Business

Boston University
Underwriting the Commercial Mortgage, 4.0

University of Massachusetts at Lowell
Bachelors, Accounting, Business

Caroline Kates Caroline Kates Greater Boston Area Details
Caroline Kates's The Boston Company Experience February 1988 - February 1993
Job
Industry Financial Services
Experience
BNY Mellon  August 2007 - Present
JPMorgan Chase  January 1998 - September 2006
Fidelity Investments  February 1993 - September 1998
The Boston Company   February 1988 - February 1993

Education
Boston College
BS, Economics

Simmons College - Simmons School of Management
MBA

Arlene Lonergan Arlene Lonergan Framingham, Massachusetts Details
Arlene Lonergan's The Boston Company Experience June 1986 - April 1994
Job Vice President at BNY Mellon Asset Servicing
Industry Financial Services
Experience
BNY Mellon Asset Servicing  October 1997 - Present
First Data Corporation  October 1997 - July 2005
The Boston Company   June 1986 - April 1994

Skills
Mutual Funds, Securities, Hedge Funds, Financial Modeling, Financial Services, Financial Analysis, Risk Management, ETFs, Process Improvement, Strategic Planning, Corporate Governance, Analysis

Education
Boston College   1982 — 1986
Bachelor of Science (B.S.), Finance

Boston College   1982 — 1986
Bachelor of Science (B.S.), Finance, General

David Oliveri David Oliveri West Roxbury, Massachusetts Details
David Oliveri's The Boston Company Experience May 2007 - August 2011
Job Director, Editorial Services at Eaton Vance
Industry Investment Management
Experience
Eaton Vance  August 2011 - Present
The Boston Company   May 2007 - August 2011
MFS Investment Management  February 1998 - May 2007
DALBAR, Inc.   1994 - 1998
Boston Business Journal  1991 - 1993

Education
Northeastern University   1989 — 1991
Master of Arts (M.A.), Journalism

Boston College   1984 — 1988
Bachelor of Business Administration (BBA), Finance

Kathleen MacDonald Kathleen MacDonald Quincy, Massachusetts Details
Kathleen MacDonald's The Boston Company Experience 1989 - 1992
Job Associate Director Mortgage & Education Loans at Harvard University
Industry Higher Education
Experience
Harvard University  July 1996 - Present
Chase  1992 - 1996
The Boston Company   1989 - 1992

Skills
compliance, mortgage..., Mortgage Lending, Higher Education, Student Development, Loans, Student Affairs, Higher Education...

Education
Boston College
Bachelor of Arts (B.A.), Education

Amanda Hotchkiss Amanda Hotchkiss Boston, Massachusetts Details
Amanda Hotchkiss's The Boston Company Experience November 2012 - Present
Job Client Service Analyst at The Boston Company
Industry Financial Services
Experience
The Boston Company   November 2012 - Present
The Boston Company   August 2010 - November 2012

Skills
Investments, Mutual Funds, Equities, Asset Management, Fixed Income, Bloomberg, Financial Services, Hedge Funds, Microsoft Excel, Microsoft Office, Securities, Asset Allocation, Financial Analysis

Education
Boston College   2005 — 2009
Bachelor of Arts (BA), Economics

Clarkson Williams Clarkson Williams Greater Boston Area Details
Clarkson Williams's The Boston Company Experience January 1988 - January 1992
Job VP/ Equity Analyst and Sector Portfolio Manager (Technology) at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investment Management  January 1995 - Present
The Boston Company   January 1988 - January 1992
State Steet Bank and Trust   December 1987 - August 1988

Skills
Business Strategy, Equity Valuation, Financial Modeling, Bloomberg, Equity Research, Business Analysis, Portfolio Management, Equities

Education
Babson College   1992 — 1994
MBA

University of South Carolina   1983 — 1987
BS, Business Administration; Finance and Economics

Peter Chabot Peter Chabot Old Greenwich, Connecticut Details
Peter Chabot's The Boston Company Experience 1985 - 1987
Job Capital Markets Professional
Industry Capital Markets
Experience
AIG Financial Products  2004 - 2011
WestLB  1997 - 2004
Fidelity Management Trust Company  1989 - 1997
GE Capital  1987 - 1988
The Boston Company   1985 - 1987

Education
Boston College - Wallace E. Carroll Graduate School of Management
Master's Degree, Public Finance

The George Washington University - School of Business
Bachelor's Degree, Business Administration, concentration in Finance

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