Wellington Management

Industry: Private investment management company

Description

Wellington Management Company is a private, independent investment management firm with client assets under management totaling over US$1 trillion. The firm serves as investment advisor to over 2,150 institutions in over 60 countries, as of 30 December 2017. Assets under management: 1 trillion USD (2017) CEO: Brendan Swords (1 Jul 2014–) Headquarters: Boston, Massachusetts, United States Number of employees: 2,227 (2017) Founder: Walter L. Morgan Subsidiaries: Wellington Trust Company, NA,

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Wellington Management Employees

Employee
Years
Job
Industry
Nicholas Petrucelli Nicholas Petrucelli Boston, Massachusetts Details
Nicholas Petrucelli's Wellington Management Experience August 2010 - Present
Job Asset Allocation Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management   August 2010 - Present
NEPC  January 2009 - July 2010
NEPC  July 2008 - January 2009

Skills
Portfolio Management, Asset Allocation, Investments, Capital Markets, Bloomberg, Alternative Investments, Fixed Income, Hedge Funds, Equities, Asset Management, Financial Modeling, Mutual Funds, Microsoft Excel, Commodity Markets, Foreign Exchange, Macroeconomics

Education
London Business School   2011 — 2013
Master in Finance

Bates College   2004 — 2008
Bachelor of Arts, Economics

Roy Justice Roy Justice Denver, Colorado Details
Roy Justice's Wellington Management Experience December 1999 - February 2008
Job Portfolio Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  April 2013 - Present
Fidelity Investments  March 2008 - April 2013
Wellington Management   December 1999 - February 2008

Skills
Equities, Portfolio Management, sector investing, Technical Analysis

Education
Boston University - School of Management   2004 — 2005
Master of Science (M.S.), Investment Mangement

Baldwin Wallace University   1993 — 1997
Bachelor of Arts (B.A.), Business Administration and Management, General

Daniel J. Gilmore Daniel J. Gilmore Greater Boston Area Details
Daniel J. Gilmore's Wellington Management Experience April 2008 - August 2008
Job Derivative Operations Specialist at State Street
Industry Financial Services
Experience
State Street  November 2013 - Present
State Street  July 2013 - November 2013
Wellington Management   April 2008 - August 2008
State Street  April 2007 - December 2007
State Street  September 2005 - March 2007

Skills
Capital Markets, Business Strategy, Asset Allocation, Finance, Business Valuation, Derivatives, Financial Services, Securities, Interest Rate Swaps, Credit Default Swaps, Options

Education
Suffolk University - Sawyer School of Management   2008 — 2011
Dual Degree - Master of Business Administration (MBA) Master of Science in Finance (MSF)

Assumption College   2001 — 2005
BA, English - Minor in Marketing

Noble & Greenough School   1995 — 2001

Charles River School   1993 — 1995

Helen Ramsay Helen Ramsay Boston, Massachusetts Details
Helen Ramsay's Wellington Management Experience June 2015 - Present
Job Hedge Fund Coop at Wellington Management
Industry
Experience
Wellington Management   June 2015 - Present
Trash2Treasure   October 2013 - Present
Ramsay Cabinetry   December 2014 - February 2015
John Hancock Financial Services  January 2014 - June 2014
Eadie and Payne, LLP  May 2013 - August 2013
Stoneman, Chandler and Miller LLP   July 2012 - December 2012
Bebe Stores Incorporated   September 2011 - May 2012
Dream Dinners Incorporated   September 2010 - August 2011
Redlands Swim Team OrganizationRedlands, California   June 2009 - July 2009

Skills
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Access, basic Spanish, Lifeguarding, Cpr Certified, WordPress, Event Planning, Management

Education
Northeastern University   2011 — 2016
Bachelor's Degree, Mathematics/Business, Concentration: Finance, Minor: Political Science

Northeastern University   2011 — 2015

American College of Greece   2014 — 2014
Study Abroad, International Business/Modern Greek History

Redlands High School
High School Diploma

Alden Abad Alden Abad Greater Boston Area Details
Alden Abad's Wellington Management Experience April 2015 - Present
Job Equity Trade Administrator at Wellington Management
Industry Investment Management
Experience
Wellington Management   April 2015 - Present
Brown Brothers Harriman  April 2014 - April 2015
Brown Brothers Harriman  December 2012 - April 2014
State Street  September 2012 - December 2012
Johnson & Johnson  May 2011 - September 2011
MBCR  June 2010 - September 2010

Education
Bates College   2008 — 2012
B.A., Economics & Philosophy

Noble and Greenough School   2004 — 2008
Diploma

Nativity Preparatory School   2000 — 2004

Junlong (Juno) Yang Junlong (Juno) Yang Greater Boston Area Details
Junlong (Juno) Yang's Wellington Management Experience September 2013 - December 2013
Job Trading Operations Specialist at Wellington Management
Industry Financial Services
Experience
Wellington Management   September 2013 - December 2013
Merrill Lynch  September 2012 - December 2012
Chinese Students and Scholars Association  December 2011 - December 2012
HSBC  July 2010 - August 2010
China Merchants Bank  July 2009 - August 2009

Skills
CFA, Excel, Bloomberg, SAS, SPSS, Eviews, Oracle SQL, R, Financial Modeling, Financial Accounting, Microsoft Excel, Statistical Modeling

Education
Bentley College - Elkin B. McCallum Graduate School of Business   2011 — 2013
Master of Science (M.S.), Master of Science in Finance

Huaqiao University   2007 — 2011
Bachelor of Science (BS), Finance, General

Zachary Holcomb Zachary Holcomb Watertown, Massachusetts Details
Zachary Holcomb's Wellington Management Experience June 2013 - May 2015
Job Senior Product Specialist at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments  June 2015 - Present
Wellington Management   June 2013 - May 2015
Fidelity Investments  February 2010 - July 2012
Thunder Road Racing   April 2007 - September 2011
AZsportbikerentals.com   September 2008 - December 2008
Cycle Gear  November 2007 - August 2008
RBC  June 2007 - August 2007

Skills
Professional Motorcycle..., Skilled Motorcycle..., Financial Planning, Retirement Planning, Creative Problem Solver, Series 7, Series 63, Investments, Fixed Income, Leadership, Securities

Education
Northeastern University - Graduate School of Business Administration   2012 — 2014
Master of Business Administration (M.B.A.), Investment Management

Arizona State University   2004 — 2008
Bachelor of Interdisciplinary Studies, Business and Design Studies with a Minor in Communications

Sergey Kuramshin Sergey Kuramshin Norfolk, Virginia Area Details
Sergey Kuramshin's Wellington Management Experience 2003 - 2004
Job Engineering Manager, Software Development at ARCHIBUS, Inc.
Industry Computer Software
Experience
ARCHIBUS, Inc.   2015 - Present
ARCHIBUS, Inc.   2004 - 2015
Wellington Management   2003 - 2004
Amicore  2003 - 2003
Teletrol Systems   2000 - 2003
Imaging Automation  1999 - 2000
Impulse II Research and Development   1993 - 1999

Skills
Shipping software, Leading development..., Teaching best practices, Mentoring engineers, Coordinating offshore..., Pragmatic software..., Renovating legacy..., User interface design, Performance engineering, Web applications, Java, JavaScript, CSS, SQL, Software Development, Eclipse, Web Applications, User Interface Design, Leading Development..., Agile Methodologies, Databases, Performance Engineering, Architecture, Web Services, .NET, Microsoft SQL Server, Architectures, Software, Integration, Requirements Analysis, Business Analysis

Education
Sevastopol State Technical University   1983 — 1988
MS, Radioelectronics

Stephen Wellman Stephen Wellman Worcester, Massachusetts Details
Stephen Wellman's Wellington Management Experience Field Sales HelpdeskJohnson & Johnson2006 - 2011
Job IT Support at Wellington Management
Industry Investment Management
Experience
Wellington Management   Field Sales HelpdeskJohnson & Johnson2006 - 2011
Johnson & Johnson  2006 - 2011

Skills
Computer Hardware, Printer Support, Badminton

Education
Atlantic Union College
Computer Science

Lisa Mahon Lynch Lisa Mahon Lynch Greater Boston Area Details
Lisa Mahon Lynch's Wellington Management Experience March 2010 - Present
Job Managing Director, Global Trading at Wellington Management
Industry Investment Management
Experience
Wellington Management   March 2010 - Present
Wellington Management   August 2012 - November 2013
Wellington Management, LLP  November 2009 - August 2012
Wellington Management, LLP  August 2006 - October 2009
Independence Investments  1997 - 2006
Baring Asset Management  1992 - 1997

Skills
Fixed Income, Equities, Hedge Funds, Trading, Equity Trading, Asset Management, Bloomberg, Alternative Investments, Investments, Mutual Funds, Securities, Portfolio Management, Capital Markets

Education
Bentley College - Elkin B. McCallum Graduate School of Business   1995 — 1998
MBA

Bentley University   1985 — 1989
BS, Finance

Kiriti Mukherjee Kiriti Mukherjee Greater Boston Area Details
Kiriti Mukherjee's Wellington Management Experience November 2011 - January 2013
Job Director of Information Management at Collaborative Consulting
Industry Information Technology and Services
Experience
Collaborative Consulting  January 2013 - Present
Wellington Management   November 2011 - January 2013
Fidelity Investments  February 2009 - November 2011
Protege Software Services  June 2002 - February 2009
Oracle Corporation  2000 - May 2002
RCM Technologies  1994 - 2000

Skills
Business Strategy, Data Warehousing, Business Intelligence, OBIEE, Informatica, Corporate Finance, Big Data, Equity Research, Cloud Computing, Business Valuation, Enterprise Software, Oracle, Cognos, SaaS, Agile Methodologies, SQL, Netezza, ODI, Project Management, Business Analysis

Education
Babson College - Franklin W. Olin Graduate School of Business   2011 — 2013
MBA

Indian Institute of Technology, Kharagpur   1989 — 1993
Bachelor of Technology (Honors)

Valery Knight-Harden Valery Knight-Harden Greater Boston Area Details
Valery Knight-Harden's Wellington Management Experience April 2014 - Present
Job Business Operation and Support
Industry Leisure, Travel & Tourism
Experience
Wellington Management   April 2014 - Present
InterContinental Hotels Group  September 2013 - April 2014
InterContinental Hotels Group  May 2012 - June 2013
The Bristol Panama   January 2011 - November 2011
Panama Casa Services   January 2010 - December 2010
The Eliot Hotel  September 2008 - September 2009

Skills
Hospitality Management, Tourism Management, Business Travel, Travel Management, Employee Training, Property Management, Opera

Education
G.I.H.E. Glion Institute of Higher Education   2007 — 2009
BA in Hospitality and Tourism Management, Hospitality Administration/Management

Universidad Interamericana de Panamá   2005 — 2009
Bachelor of Business Administration in Hospitality, Business Administration, Management and Operations, Hospitality

Nancy Carlson Nancy Carlson Greater Boston Area Details
Nancy Carlson's Wellington Management Experience January 2007 - December 2008
Job Mgr, Leadership Development at MITRE
Industry Human Resources
Experience
MITRE  August 2013 - Present
L&MD Consulting   June 2011 - July 2013
Novell  2009 - 2011
Wellington Management   January 2007 - December 2008
Brown Brothers Harriman  2004 - 2006
Thomson Financial  1992 - 2003

Skills
Leadership Development, High Potential..., Learning Management, Blended Learning, Training & Development, Program Facilitation, Change Management, Onboarding, Performance Management, Talent Assessment, 360 Feedback, Talent Management, Employee Engagement, Organizational..., Development Planning, Learning Management..., SharePoint, Action Learning, Experiential Learning, Mentoring, Organizational Learning, Employee Training, Program Management, Leadership, CRM

Education
Babson College
BS, Finance, Business

Chunsheng Chen Chunsheng Chen Greater Boston Area Details
Chunsheng Chen's Wellington Management Experience September 2013 - February 2015
Job Principal Software Engineer at Charles River Development
Industry Computer Software
Experience
Google  February 2015 - Present
Wellington Management   September 2013 - February 2015
Charles River Development  May 2007 - September 2013
Verizon  September 2001 - May 2007
I2 Technologies  July 2000 - August 2001
GTE Laboratories  June 1999 - July 2000

Skills
Performance Tuning, Problem Solving, Financial Engineering, System Architecture, Quantitative Research, Software Development, Analytics, Architecture, Fixed Income, Unix, Scrum, Databases, IT Strategy, Agile Methodologies, Java Enterprise Edition, Spring, JBoss Application Server, Hibernate, Web Services, Java, XML, Eclipse, Distributed Systems, JDBC, C#, .NET, SOA, Object Oriented Design, Derivatives, Software Architectural..., Enterprise Architecture, Architectures, Algorithms, Ant, Spring Framework

Education
Babson College   2004 — 2007
Master, Business Administration

Brandeis University   1994 — 1999
Ph.D., Mathematics

Brandeis University   1994 — 1999
M.S., Computer Science

University of Science and Technology of China   1988 — 1992
B.S., Mathematics

D.J. Shaughnessy D.J. Shaughnessy Portland, Maine Area Details
D.J. Shaughnessy's Wellington Management Experience July 2000 - January 2006
Job Portfolio Manager
Industry Financial Services
Experience
FL Putnam   October 2007 - Present
Markov Processes International   2006 - 2007
Bowdoin College  January 2006 - November 2006
Wellington Management   July 2000 - January 2006
Ibbotson Associates  October 1995 - June 2000
Putnam Investments  July 1993 - July 1995

Skills
Investments, Asset Allocation, Asset Managment, Portfolio Management, Investment Strategies

Education
Babson College - Franklin W. Olin Graduate School of Business   2003 — 2007
Masters, Business

University of Massachusetts, Amherst   1989 — 1993
Bachelor's degree, Economics

Katelyn Sullivan Katelyn Sullivan Greater Boston Area Details
Katelyn Sullivan's Wellington Management Experience February 2008 - October 2011
Job Compliance Manager at Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
Ameriprise Financial Services, Inc.   March 2014 - Present
NASDAQ OMX  June 2013 - February 2014
Thomson Reuters  April 2012 - May 2013
Fidelity Investments  November 2011 - January 2012
Wellington Management   February 2008 - October 2011
BNY Mellon  April 2006 - January 2008
Fidelity Investments  2005 - 2006
Fidelity Investments  2003 - 2005

Skills
Compliance Management, Auditing, Operations Management, Project Planning, Project Implementation, System Testing, Group Presentations, Customer Presentations, Subscription Management, Client Relations, System Administration, Microsoft Office, Business Continuity..., Vendor Management, Policy Analysis, Internal Controls, Training Manuals, SharePoint, Database Administration, SEC reporting, Reporting & Analysis, Compliance, Analysis, SEC filings, SQL, PeopleSoft, Integration, Forecasting, Change Management, Securities, Governance, Management, Business Analysis, Equities, Risk Management, Financial Services, Project Management

Education
Suffolk University - Sawyer School of Management   2003 — 2005
MBA, Organizational Behavior

Babson College   1996 — 2000
Bachelor of Science, Finance and International Studies

Wellesley High School   1992 — 1996

James Sia James Sia Greater Boston Area Details
James Sia's Wellington Management Experience July 2001 - August 2011
Job Defined Contribution
Industry Investment Management
Experience
GMO  September 2011 - Present
Wellington Management   July 2001 - August 2011
Charles Schwab  1998 - 2001
CS First Boston  June 1994 - January 1998
Fidelity Investments  1989 - 1994

Skills
Alternative Investments, Asset Management, Asset Allocation, Valuation, Mutual Funds, Investment Management, Strategic Planning, Investments, Hedge Funds, Bloomberg, Equities, Series 24, Risk Management, Portfolio Management, Asset Managment, Investment Strategies, Business Development

Education
Boston University Questrom School of Business   1990 — 1993
M.B.A., Marketing

Babson College   1981 — 1985
B.S., Finance, Investments, Economics

Graham Proud Graham Proud Boston, Massachusetts Details
Graham Proud's Wellington Management Experience June 2015 - Present
Job Product Manager at Wellington
Industry Investment Management
Experience
Wellington Management   June 2015 - Present
Parthenon   September 2013 - May 2015
Analysis Group, Inc  July 2008 - July 2011

Skills
Management Consulting, Investment Management, Business Strategy, Financial Services, Economic Consulting, Private Equity, Strategic Due Diligence

Education
Columbia University - Columbia Business School   2011 — 2013
MBA, Finance

Bates College   2004 — 2008
B.A., Economics

London School of Economics and Political Science   2006 — 2007
The General Course, Economic History

R. Dino Davis, CFA R. Dino Davis, CFA Greater Boston Area Details
R. Dino Davis, CFA's Wellington Management Experience February 1995 - February 2001
Job Institutional Portfolio Manager at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management  June 2012 - Present
Numeric Investors  May 2010 - June 2012
Rampart Investment Management  February 2008 - August 2009
Pyramis Global Advisors (A Fidelity Investments Company)   March 2005 - June 2007
State Street Research  February 2001 - February 2005
Wellington Management   February 1995 - February 2001
The Boston Group Software Consultants(TBG)   August 1994 - February 1995
First American Real Estate Tax Service, Inc.   August 1993 - August 1994
United States Army  June 1985 - June 1992

Skills
Portfolio Management, Investments, Capital Markets, Series 7, Asset Management, Investment Management, Institutional..., Chartered Financial..., Series 63, Relationship Management, Trading, Fixed Income, Equities

Education
Babson College   1991 — 1993
MBA, International Finance/Marketing

Cornell University   1981 — 1985
BS, Agricultural Economics

Frankfurt American High School

Kristen Gelwick (Alioto) Kristen Gelwick (Alioto) Greater Boston Area Details
Kristen Gelwick (Alioto)'s Wellington Management Experience 2006 - 2008
Job VP, Relationship Manager at Acadian Asset Management
Industry Financial Services
Experience
Acadian Asset Management  July 2013 - Present
Acadian Asset Management  February 2008 - Present
Wellington Management   2006 - 2008
Loomis, Sayles & Company   2004 - 2006
Putnam Investments  2001 - 2004

Education
Babson College - Franklin W. Olin Graduate School of Business   2011 — 2014
Master of Business Administration (MBA)

University of Rhode Island - College of Business Administration   1996 — 2000

Florentina Furtuna Florentina Furtuna Washington, District Of Columbia Details
Florentina Furtuna's Wellington Management Experience July 2013 - January 2015
Job Associate at IFC Asset Management Company
Industry Venture Capital & Private Equity
Experience
Wellington Management   July 2013 - January 2015
Barclays  May 2012 - August 2012
International Monetary Fund  August 2008 - April 2011

Skills
Emerging Markets, Financial Modeling, Economics, Financial Analysis, Corporate Finance, Valuation, Stata, Econometrics, Bloomberg, Economic Research, Fixed Income, Due Diligence, Data Analysis, Investment Banking, Private Equity, Investments, Policy Analysis, International..., Spanish, International Relations

Education
University of Pennsylvania - The Wharton School   2011 — 2013
Master of Business Administration (MBA), Finance

University of Pennsylvania - The Lauder Institute   2011 — 2013
Master's Degree, International Studies

Randolph-Macon Woman's College   2005 — 2007
Bachelor of Arts (B.A.), Economics

American University in Bulgaria   2002 — 2005
Economics/Business Administration

Emin Hajiyev Emin Hajiyev Boston, Massachusetts Details
Emin Hajiyev's Wellington Management Experience August 2014 - Present
Job Global Macroanalysis Research Associate at Wellington Management
Industry Investment Management
Experience
Wellington Management   August 2014 - Present
Economic Forecasting Center   September 2007 - August 2013
Economic Forecasting Center   May 2005 - August 2007
MBNA  April 2002 - October 2002
The Minaret Group   1999 - 2000

Skills
Macroeconomics, Economic Forecasting, Financial Modeling, Financial Markets, Economics, Econometrics, Financial Analysis, Financial Statement..., Public Speaking, Research, Equity Research, Fixed Income, Capital Markets, Equities, Investments, Valuation, Corporate Finance, Portfolio Management

Education
London Business School   2013 — 2014
Masters in Finance

Azerbaijan State Oil Academy   1995 — 1999
B.Sc., Biotechnology

Jennifer Glass Jennifer Glass Greater Boston Area Details
Jennifer Glass's Wellington Management Experience August 2015 - Present
Job Human Resource Assistant
Industry Human Resources
Experience
Wellington Management   August 2015 - Present
Liberty Mutual Investments  March 2015 - August 2015
Daley And Associates, LLC  August 2014 - March 2015
Senior Banquet Committee   September 2012 - May 2014
Office of Donors Program Advacement   April 2010 - May 2012
Bates College Department of Biology Studies   May 2009 - 2010

Skills
Negotiation, Customer Service, Strategic Planning, Budgets, Research, Public Speaking, Teaching, Microsoft Office, Event Planning, Data Analysis, Nonprofits, Fundraising, Social Media, Community Outreach, Higher Education, Time Management, Leadership, Marketing, Volunteer Management

Education
Bates College
Bachelor of Arts (B.A.), Women & Gender Studies

Georgetown University   2009 — 2009

Erin Cleland Erin Cleland Greater Boston Area Details
Erin Cleland's Wellington Management Experience October 2002 - March 2007
Job Relationship Manager | Complex Partnerships | Expertise in SubAdvisory
Industry Financial Services
Experience
Geode Capital Management  November 2011 - Present
OppenheimerFunds  July 2010 - March 2011
OFI Institutional Asset Management (OppenheimerFunds)   March 2008 - July 2010
Wellington Management   October 2002 - March 2007
Scudder Investments  December 1999 - October 2002
Investors Bank & Trust  1999 - 1999

Skills
Sub-Advisory, Client Service, New Business Development, Process Improvement, Mutual Funds, Institutional, Client Advocacy, Business Analysis, Customer Relations, CRM, Financial Services, Equities, Asset Management, Strategy, Portfolio Management, Series 63, Business Development, Financial Modeling, Relationship Management, Business Process..., Fixed Income, Alternative Investments, Investment Strategies, Investment Management, Due Diligence, Management, Capital Markets, Leadership, Investment Advisory, Client Services, Securities, Series 7, Bloomberg, Wealth Management

Education
Babson College - Franklin W. Olin Graduate School of Business   2003 — 2005
MBA

Riza Ture Riza Ture Boston, Massachusetts Details
Riza Ture's Wellington Management Experience November 2014 - Present
Job Assistant Vice President, Lead Software Engineer
Industry Financial Services
Experience
Wellington Management   November 2014 - Present
Ipswitch, Inc.   August 2014 - November 2014
Harvard Business School  August 2011 - August 2014
Logicordia   January 2012 - March 2014
Metalogix (Axceler)   May 2008 - August 2011
Citizens Bank  October 2006 - May 2008
Montgomery Investment Tech., Inc.   December 2005 - June 2006

Skills
.NET, C#, SharePoint, ASP.NET, XML, jQuery, Microsoft SQL Server, WCF, SSRS, IIS, T-SQL, WPF, Agile Methodologies, JavaScript, Silverlight, Telerik, TFS, LINQ, Software Design, FxCop, Reflection, Fiddler, ASP.NET MVC, HTML, Windows Azure, ASP.NET AJAX, jQuery Mobile, XAML, HTML 5, Node.js, MongoDB, Amazon Web Services..., Java, HTML + CSS, HTML5, Windows 8 Store App, Python, Knockout, AJAX, Entity Framework, Web Services API, Telerik Controls, REST, jQuery UI, SQL

Education
La Salle University   2003 — 2006
MS, Computer Science

   1997 — 2001
BS, Electronics Engineering

Hedy (Hui) Cheng Hedy (Hui) Cheng Greater Boston Area Details
Hedy (Hui) Cheng's Wellington Management Experience February 2015 - Present
Job Business Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management   February 2015 - Present
Worcester Polytechnic Institute  August 2012 - May 2014
Beautifly Online Retail   October 2010 - September 2012
Bank of America  August 2011 - December 2011

Skills
Matlab, Teaching, Data Analysis, Mandarin, Quantitative Finance, Mathematical Modeling, German, Stochastic Processes, Chinese, Piano, Analysis, Quantitative Analytics, English, Probability Theory, Applied Mathematics, SQL, R

Education
Worcester Polytechnic Institute   2012 — 2014
Master's Degree, Financial Mathematics, 4.00

Worcester Polytechnic Institute   2009 — 2012
Bachelor of Science (BS), Mathematics, 3.94

Fachhochschule Konstanz - Hochschule für Technik, Wirtschaft und Gestaltung   2011 — 2011
Exchange Program, German

Sara Lou Sherman Sara Lou Sherman Greater Boston Area Details
Sara Lou Sherman's Wellington Management Experience January 2012 - Present
Job Director, Partnership & Special Projects at Wellington Management
Industry Financial Services
Experience
Wellington Management   January 2012 - Present
Wellington Management Company, LLP  May 1994 - June 2011
Palmer & Dodge LLP  September 1990 - April 1994
US District Court of Boston   August 1989 - August 1990

Education
Boston University School of Law   1986 — 1989
Doctor of Law (JD)

Bates College   1982 — 1986
Bachelor of Arts (B.A.)

Caroline Ercolino Caroline Ercolino Greater New York City Area Details
Caroline Ercolino's Wellington Management Experience June 1996 - December 2002
Job Senior Vice President at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   May 2013 - November 2014
Morgan Stanley  February 2003 - April 2013
Wellington Management   June 1996 - December 2002
Teton Partners, LLP   September 1993 - June 1996

Skills
Equities

Education
Babson College - Franklin W. Olin Graduate School of Business
Business Administration and Management, General

Colorado State University
Bachelor of Science (BS), Psychology

Megan Tweedie Megan Tweedie Boston, Massachusetts Details
Megan Tweedie's Wellington Management Experience May 2011 - May 2014
Job RFP Writer
Industry Investment Management
Experience
Acadian Asset Management  May 2014 - Present
Wellington Management   May 2011 - May 2014
Silverwood Partners  December 2010 - May 2011
Eaton Vance  July 2008 - December 2010

Skills
Alternative Investments, Fixed Income, Marketing Communications, Research, Data Analysis

Education
Bates College   2004 — 2008
B.A., Economics, Chinese

milton academy   2000 — 2004
high school

DS

Kristin Berg Kristin Berg Boston, Massachusetts Details
Kristin Berg's Wellington Management Experience August 2011 - Present
Job Hedge Fund Administration Analyst at Wellington Management
Industry Accounting
Experience
Wellington Management   August 2011 - Present
KPMG  September 2005 - July 2011

Education
Babson College   2001 — 2005
BS Business Management, Accounting

Craig Derryberry, CPA Craig Derryberry, CPA Dallas/Fort Worth Area Details
Craig Derryberry, CPA's Wellington Management Experience 1997 - 1999
Job Vice President, NA Controllers Group, Citibank, NA
Industry Banking
Experience
Citigroup  August 2006 - Present
Jefferson Wells  December 2004 - August 2006
MBNA  April 2002 - December 2004
Avaya  2001 - 2002
Excel Communications  1999 - 2001
Wellington Management   1997 - 1999

Skills
Financial Analysis, Strategy, Management, Accounting, Internal Controls, Financial Reporting, Sarbanes-Oxley Act, Finance, Financial Modeling, Mergers & Acquisitions, Analysis, Banking, Portfolio Management, Corporate Finance, Risk Management, Valuation

Education
University of Texas at Dallas - Naveen Jindal School of Management   2005 — 2008
MS, Accounting and Information Management

Babson College   1992 — 1996

Nicholas Bessmer MBA, PMP Nicholas Bessmer MBA, PMP Greater Boston Area Details
Nicholas Bessmer MBA, PMP's Wellington Management Experience April 1999 - February 2001
Job Technical Architect at Accenture
Industry Information Technology and Services
Experience
Accenture  May 2011 - Present
Athena IT Solutions   February 2011 - May 2011
Bessmer IT Consulting, LLC   January 2009 - May 2011
Raytheon  October 2010 - February 2011
Citizens Bank  April 2009 - July 2009
State Street Bank  February 2004 - December 2008
Back Bay Technologies   March 2001 - November 2002
Wellington Management   April 1999 - February 2001
Boston Stock Exchange  March 1997 - March 1999
Thomson Financial / NewsEdge   April 1994 - February 1997

Skills
Business Intelligence, Oracle, Microsoft SQL Server, Data Warehousing, PL/SQL, ETL, Data Modeling, Java Enterprise Edition, SDLC, Integration, Requirements Gathering, Databases, Informatica, Data Integration, PMP, Enterprise Architecture, Linux, JavaScript, Architecture, Cognos, Analytics, Java, Requirements Analysis, SaaS, Software Project..., Cloud Computing, Unix, Business Analysis, Architectures, Data Migration, ERP, Enterprise Software, Performance Tuning, Project Management, Security, SOA, Solution Architecture

Education
D'Amore-McKim School of Business at Northeastern University   1989 — 1995
MBA, MBA

Brandeis University   1979 — 1983
BA

Bard College   1977 — 1979
BA, Classics

Taft School   1974 — 1977

Liz Borges Liz Borges Greater Boston Area Details
Liz Borges's Wellington Management Experience October 2005 - December 2008
Job Sr Vice President, Director of Customer and Sales Database Quality/CRM
Industry Financial Services
Experience
Santander Bank, N.A.   June 2014 - Present
Santander Bank, N.A.   March 2009 - Present
Wellington Management   October 2005 - December 2008
Bank of America  January 1991 - September 2005
BAYBANK CORPORATION   1994 - 1997

Skills
Analytics, Cross-functional Team..., Banking, Market Research, Project Management, Leadership, SDLC, Management, Strategic Planning, Marketing, Analysis, Six Sigma, Finance, Forecasting, Strategy, Financial Services, Business Strategy, Portfolio Management, Financial Analysis, Relationship Management, Risk Management, CRM, Project Planning, Business Process..., Product Management, Credit, IT Strategy, Retail, Vendor Management, Process Improvement, Sales, Mergers & Acquisitions

Education
Babson College   1981 — 1983
MBA, Finance

University of Maine   1980 — 1981
BS, Agricultural and Resource Economics

College of the Holy Cross   1977 — 1979
Biology

Patrick Kent Patrick Kent Greater Boston Area Details
Patrick Kent's Wellington Management Experience January 2011 - Present
Job
Industry Financial Services
Experience
Wellington Management   January 2011 - Present
Alydar Capital   January 2009 - December 2010
CR Intrinsic Investors  May 2006 - December 2008
The Boston Company Asset Management, LLC  March 2002 - April 2006
Schroders Investment Management  June 1998 - March 2002

Skills
Equity Research, Financial Analysis, Financial Markets, Investment Management, Valuation, Equities, Bloomberg, Hedge Funds, Alternative Investments, Fixed Income, Asset Allocation, Investment Strategies, Asset Management, Investments, Portfolio Management

Education
Babson College - Franklin W. Olin Graduate School of Business   1999 — 2004
Master of Business Administration (MBA)

Bowdoin College   1991 — 1995
Bachelor's degree, English and Philosophy

Michael Hubler Michael Hubler Calgary, Canada Area Details
Michael Hubler's Wellington Management Experience March 2008 - May 2012
Job Retired but looking for PT in graphics or photo editing
Industry Graphic Design
Experience
Wellington Management   March 2008 - May 2012
the Calgary Sun  January 1983 - December 2008
Typeline Graphics   1979 - 1983
Nu-West Homes   1978 - 1979

Skills
Photoshop, Digital Photography, Print, Advertising, Fine Art, Supervising, Training, Adobe Creative Suite, Graphic Design, InDesign, QuarkXPress, Layout, Magazines, Social Media, Pre-press, Logo Design, Editorial, Publications, Art, Graphics, Newspapers, Illustration, Illustrator, Image Editing, Image Manipulation

Education
Alberta College of Art + Design   1970 — 1974
Diploma, Fine Arts

Bishop Grandin HS   1967 — 1969

Lindsey Kolinski Lindsey Kolinski Boston, Massachusetts Details
Lindsey Kolinski's Wellington Management Experience June 2005 - December 2005
Job Division Manager, Newborn Medicine at Boston Children's Hospital
Industry Hospital & Health Care
Experience
Boston Children's Hospital  March 2012 - Present
Boston Children's Hospital  November 2009 - March 2012
Fidelity Investments  September 2008 - December 2008
State Street Corporation  January 2006 - May 2008
Wellington Management   June 2005 - December 2005
Bank of New York Mellon  June 2004 - December 2004

Skills
Investments, Strategy, Financial Analysis, Entrepreneurship, Business Strategy, Financial Modeling, Private Equity, Financial Services, Relationship Management, Portfolio Management, Asset Managment, Business Analysis, Valuation, Strategic Financial..., Process Improvement, Healthcare Management

Education
Babson College - Franklin W. Olin Graduate School of Business   2008 — 2009
MBA

Northeastern University   2002 — 2006
Bachelors of Science in Business Administration, Finance

Sara Shelton Sara Shelton Greater Boston Area Details
Sara Shelton's Wellington Management Experience July 2011 - October 2011
Job Information Architect at IBM IX (Interactive Experience)
Industry Internet
Experience
IBM Interactive Experience  February 2013 - Present
JobHoudini   June 2012 - Present
Bose Corporation  March 2012 - August 2012
Consultant  April 2010 - March 2012
Wellington Management:  July 2011 - October 2011
Sapient  October 2009 - October 2009
GMO  October 2008 - February 2009
Digitas  2007 - August 2008
Consultant to Thomson Financial, Mellon, Pearson Prentice Hall   January 2005 - December 2007
Croydons LLC   November 2002 - June 2005

Skills
User Experience, Information Architecture, Interaction Design, Usability Testing, User-centered Design, Usability, User Interface, User Experience Design, Strategy, Persona, Wireframes, Web Design, E-commerce, User Interface Design, Requirements Analysis, Heuristic Evaluation, Contextual Inquiry, OmniGraffle, Illustrator, Human Computer..., User Research, Site Maps, Mobile Devices, Analysis, Research, Photoshop, User Scenarios, Personas, Wire Framing, User Flows, Experience Design, Card Sorting, Task Analysis, Responsive Design, Human-computer..., Marvel, Axure RP, Sketching

Education
Edward Tufte
Design and presentation of information

Auburn University
BFA, Fine Arts, Visual Design

Jo Ann Williams Jo Ann Williams Chapel Hill, North Carolina Details
Jo Ann Williams's Wellington Management Experience January 2003 - December 2007
Job Chief Financial Officer at Siena Engineering Group
Industry Financial Services
Experience
Siena Engineering Group   March 2014 - Present
Delegate Advisors, LLC   May 2012 - March 2014
Piedmont Investment Advisors, LLC   February 2008 - June 2012
Wellington Management   January 2003 - December 2007
Fidelity Investments  May 1989 - January 2003

Skills
Asset Managment, Hedge Funds, Investments, Valuation, Mutual Funds, Financial Modeling, Equities, Alternative Investments, Series 7, Private Equity, Financial Analysis, Investment Management, Fixed Income, Financial Services, Securities, FINRA, Investment Strategies, Bloomberg, Risk Management, Capital Markets

Education
Babson College - Franklin W. Olin Graduate School of Business   1982 — 1984
MBA, Finance

Babson College   1978 — 1981
BS, Accounting

Thayer Academy

Waleed Dabbagh Waleed Dabbagh Montreal, Canada Area Details
Waleed Dabbagh's Wellington Management Experience 2007 - 2009
Job Workflow & Playout Specialist | Broadcast Support Engineer at Miranda Technologies
Industry Information Technology and Services
Experience
Grass Valley, a Belden Brand  October 2012 - Present
Idea (Formerly Known As Ajilon Consulting)   October 2011 - Present
Ajilon Consulting - Merck & Co   December 2008 - July 2010
Wellington Management   2007 - 2009
Ajilon Consulting - GlaxoSmithKline (GSK)   2005 - 2007
JAID Productions   1997 - 2001

Skills
Technical Support, Troubleshooting, Windows Server, Network Administration, Servers, Computer Hardware, Help Desk Support, Customer Service, Hardware, Routers, Software Installation, Databases, ITIL, Active Directory, Computer Science, Network Support, Project Management, Testing, Soft Skills, Bilingual, Digital Video, Broadcast, Automation, Account Management

Education
McGill University   2014 — 2015
Attestation - Comprehensive Project Management

Herzing College   2008 — 2009
A.E.C, Network Administrator

Al-Mansour University College   1993 — 1997
Bachelor, Computer Science

Jay Dash Jay Dash Greater Boston Area Details
Jay Dash's Wellington Management Experience August 2010 - February 2014
Job DW & BI Architect at American Tower
Industry Financial Services
Experience
American Tower  February 2014 - Present
Wellington Management   August 2010 - February 2014
WELCHS  February 2007 - August 2010
EMC Corp  2003 - 2007
Verizon  March 2001 - September 2002
Transys   October 1997 - February 2000
Zensar Technologies ( Fujitsu ICIL )   March 1997 - October 1997
Xansa ( IIS Infotech )   1996 - March 1997

Skills
Informatica, Data Warehousing, Business Intelligence, OBIEE, ETL, Data Integration, Oracle, Data Modeling, PL/SQL, Master Data Management, Oracle E-Business Suite, Enterprise Architecture, Cognos

Education
Amravati University   1991 — 1995
BE, Computer Sc

College Of Engg, Badnera   1991 — 1995
Bachelor of Engineering (B.E.), computer Science and techonology

Douglas Darby Douglas Darby Greater Boston Area Details
Douglas Darby's Wellington Management Experience July 1997 - February 2007
Job Vice President Information Technology at PeopleFluent
Industry Information Technology and Services
Experience
PeopleFluent  September 2014 - Present
Nuance Communications  January 2013 - July 2014
Astra Tech  August 2010 - December 2012
VistaPrint  February 2007 - May 2010
Wellington Management   July 1997 - February 2007
Sapient  July 1995 - July 1997

Skills
Mergers & Acquisitions, Acquisition Integration, Vendor Management, Business Intelligence, Enterprise Software, Start-ups, E-commerce, Integration, Strategy, Business Process, Management, SaaS, CRM, Product Management, Agile Methodologies, Strategic Planning, IT Strategy, Business Analysis, Program Management, Software Development, Business Strategy, Project Management, Entrepreneurship, Cloud Computing, Software Project..., Leadership, SDLC, Mergers

Education
Bentley College - Elkin B. McCallum Graduate School of Business   2000 — 2003
MBA, Entrepreneurial Studies

Worcester Polytechnic Institute   1986 — 1989
BS, Management & Computer Science

Chris Longee CFA Chris Longee CFA Chicago, Illinois Details
Chris Longee CFA's Wellington Management Experience 1992 - 1998
Job Managing Director at The University of Chicago
Industry Investment Management
Experience
The University of Chicago  April 2004 - Present
Brown University  1998 - 2004
Wellington Management   1992 - 1998

Skills
Private Equity, Portfolio Management, Real Estate, Management, Investments, Finance, Natural Resources, Alternative Investments

Education
Babson College - Franklin W. Olin Graduate School of Business   1995 — 1998
Master of Business Administration (M.B.A.), Finance, General, Cum laude

University of Massachusetts, Amherst   1981 — 1985
Bachelor of Arts (B.A.), Political Science and Government

Georgia Mihos Georgia Mihos Charlotte, North Carolina Area Details
Georgia Mihos's Wellington Management Experience July 2006 - December 2006
Job Senior Market Data Analyst at Citco Fund Services
Industry Investment Banking
Experience
Citco Fund Services  August 2011 - Present
BNP Paribas  December 2009 - August 2011
Lehman Brothers Holdings Inc.  September 2008 - December 2009
Lehman Brothers  July 2008 - September 2008
Deutsche Bank  May 2007 - January 2008
Wellington Management   July 2006 - December 2006
Aviva Life Insurance  June 2005 - December 2005

Skills
Fixed Income, Market Data, Bloomberg, Derivatives, Equities, Interest Rate..., Bloomberg Terminal, Bonds, Swaps, Middle Office

Education
Baruch College, City University of New York (CUNY)   2013 — 2015
Certificate of Advanced Finance and Investments, Finance

Northeastern University   2004 — 2008
BA, Finance and Marketing

Darpan Khanna Darpan Khanna Greater Los Angeles Area Details
Darpan Khanna's Wellington Management Experience March 2010 - December 2010
Job Manager at EY
Industry Financial Services
Experience
EY  January 2014 - Present
EY  December 2010 - January 2014
Wellington Management   March 2010 - December 2010
City University of New York  February 2009 - January 2010
Sapient  June 2004 - August 2007

Skills
Financial Modeling, Business Analysis, Financial Analysis, Analytics, Risk Management, Management Consulting, Data Analysis, Corporate Finance, Due Diligence, SDLC, Capital Markets, Finance, Change Management, Accounting, Business Process..., Cross Functional Team..., Trade Compliance

Education
City University of New York-Baruch College   2007 — 2009
MBA, Finance

Guru Gobind Singh Indraprastha University   2000 — 2004
Amity School of Engineering and Technology, Computer Science Engineering

Jessica Abdi Jessica Abdi Boston, Massachusetts Details
Jessica Abdi's Wellington Management Experience January 2015 - June 2015
Job Student at Northeastern University D'AmoreMcKim School of Business
Industry Accounting
Experience
Wellington Management   January 2015 - June 2015
Beacon Communities LLC  July 2013 - December 2013
Gymboree Play & Music Saudi arabia   December 2010 - August 2012

Skills
Microsoft Excel, Accounting, Research, PowerPoint, Microsoft Office, Microsoft Word, Social Media, Public Speaking, Event Planning, Teamwork, Leadership, Time Management, Customer Service, Prioritize Workload, Access

Education
Northeastern University   2011 — 2015
Bachelor's Degree, Business Administration - Accounting; Minor Psychology

Dhahran High School - ISG   2009 — 2011
High School (11-12th grade)

Somerset College   2009 — 2009
High School (10th grade)

Kate Gallant, MS, LAT, ATC Kate Gallant, MS, LAT, ATC Miami/Fort Lauderdale Area Details
Kate Gallant, MS, LAT, ATC's Wellington Management Experience August 2008 - December 2011
Job Athletic Trainer at St. Thomas University
Industry Hospital & Health Care
Experience
St. Thomas University  June 2015 - Present
OrthoNOW Doral   June 2015 - Present
St. Thomas University  January 2015 - May 2015
Florida International University  August 2014 - May 2015
Florida International University  August 2014 - December 2014
UHZ Sports Medicine Institute  May 2014 - August 2014
Miami Sunset Senior High School   January 2014 - May 2014
Florida International University  August 2013 - December 2013
Wellington Management   August 2008 - December 2011
Brand-Nu Laboratories, Inc.   June 2007 - June 2008

Skills
Athletics, Injury Prevention, Teaching, Athletic Training, Rehabilitation, Sports Medicine

Education
College of Nursing & Health Sciences at Florida International University   2013 — 2015
Master of Science, Athletic Training, 3.7/4.0

Emmanuel College   2003 — 2007
Bachelor of Science (B.S.), Biology

Nicole Tetreault Nicole Tetreault Boston, Massachusetts Details
Nicole Tetreault's Wellington Management Experience June 2015 - Present
Job
Industry Investment Management
Experience
Wellington Management   June 2015 - Present
Wellington Management   October 2014 - Present
Private  August 2012 - October 2014
Cole-Harrington   September 2011 - June 2012
Milton Public Schools  August 2010 - June 2011
Essex Meadows  January 2006 - August 2010
Assumption College  2007 - 2010
Assumption College  September 2008 - May 2009

Skills
Project Coordination, Appointment Scheduling, Data Tracking, Data Entry, Data Analysis, Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Outlook, Vendor Management, Event Planning, Proficient Typing Skills, Public Speaking, Research, Curriculum Development, Teaching, Staff Development, Language Arts, Elementary Education, Differentiated..., English, Balanced Literacy, Literacy, Internet Troubleshooting, Microsoft Powerpoint, Educational Leadership, Early Childhood..., Curriculum Design, Lesson Planning, Classroom Management, Tutoring, Time Management

Education
Assumption College   2006 — 2010
B.A., Elementary Education, French

Universite de Grenoble   2009 — 2009

Johanna Gunawan Johanna Gunawan Boston, Massachusetts Details
Johanna Gunawan's Wellington Management Experience January 2015 - July 2015
Job American Executive Committee ViceChair (JASC) at International Student Conferences, Inc.
Industry International Affairs
Experience
International Student Conferences, Inc.   August 2015 - Present
International Student Conferences, Inc.   January 2015 - August 2015
Wellington Management   January 2015 - July 2015
SingularEDU   September 2014 - December 2014
Millward Brown Digital  January 2014 - June 2014
Revolve Dance Crew   April 2013 - June 2014
Next Mile Project  September 2013 - April 2014
Northeastern University School of Law Innovation Lab   September 2013 - December 2013

Skills
WordPress, Digital Marketing, Facebook, Time Management, Web Design, Blogging, SEO, Social Media Marketing, Social Networking, SproutSocial Analytics, Google Analytics, Public Speaking, Nonprofits, Twitter, HTML, Professional Writing, Social Media, Online Marketing, Microsoft Excel, PowerPoint, Markit

Education
Northeastern University   2012 — 2016
Bachelor of Arts (B.A.) in Political Science and International Affairs

J.F.Oberlin University   2014 — 2014

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

Universitas Pendidikan Ganesha   2013 — 2013

Michael Crane Michael Crane Boston, Massachusetts Details
Michael Crane's Wellington Management Experience January 2015 - Present
Job Assistant Vice President, Senior Business Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management   January 2015 - Present
Wellington Management   January 2012 - January 2015
Wall Street Warfighters Foundation  August 2011 - January 2012
Fresh Start Fitness   August 2009 - August 2011
United States Marine Corps  January 2004 - January 2008

Skills
Investments, Fixed Income, Relationship Management, Financial Markets, Business Analysis, Strategy, Leadership Development

Education
Babson College - Franklin W. Olin Graduate School of Business   2013 — 2015
Master of Business Administration (MBA), Entrepreneurship

Georgetown University   2010 — 2011
Master's degree, Technology Management

University of Maryland   2007 — 2010
Bachelor of Science (BS), Business Administration & Finance

University of Pennsylvania - The Wharton School   2011 — 2012
Executive Education

Ray Welliver, MBA Ray Welliver, MBA Greater Boston Area Details
Ray Welliver, MBA's Wellington Management Experience April 2014 - December 2014
Job Data Management Analyst Chief Data Office at Santander Bank, N.A.
Industry Financial Services
Experience
Santander Bank, N.A.   July 2015 - Present
Bunker Hill Community College  September 2009 - Present
Wellington Management   April 2014 - December 2014
Wellington Management   March 2012 - April 2014
State Street  April 2011 - February 2012
State Street  March 2008 - December 2010
U.S. Bank   January 2002 - March 2007

Skills
Business Analysis, Systems Analysis, Team Building, Business Requirements, Change Management, Problem Solving, Process Improvement, SDLC, Team Leadership, Business Strategy, Customer Facing, Outstanding Customer..., Operations Management, Financial Reporting, Banking, Customer Relations, Testing, Excel, Data Analysis, Mentoring, Instructing, Structuring Deals, Customer Presentations, Team Orientation, External Clients, Investment Operations, Microsoft Excel, Customer Experience..., Analytical Skills, Fixed Income, Financial Services, Analysis, Project Management, Vendor Management, Training, Management, Derivatives, Business Process..., Finance, Leadership, Requirements Gathering, Integration, Strategic Planning, Asset Managment, Team Management, Requirements Analysis, Bonds, Coaching, Securities, Employee Relations

Education
Anna Maria College
Master of Business Administration, Business Administration, 3.7

Archbishop Williams Class 1984

University of Massachusetts at Lowell
Bachelor of Business Administration, Business Administration, Marketing

Nicholas Walton Nicholas Walton Greater Boston Area Details
Nicholas Walton's Wellington Management Experience June 2010 - August 2011
Job Director of Operations @ Trajectory, Inc. (传捷通睿)
Industry Marketing and Advertising
Experience
Trajectory, Inc. (传捷通睿)   December 2013 - Present
Charity Ally LLC   August 2011 - August 2013
Wellington Management   June 2010 - August 2011
Standish Mellon Asset Management LLC (BNY Mellon)   August 2009 - July 2010
The Boston Company Asset Management, LLC (BNY Mellon)   September 2006 - January 2009

Skills
Corporate Social..., Cause Marketing, Event Management, Business Strategy, Entrepreneurship, Philanthropy, Fundraising, Business Planning, Nonprofits, Public Relations, Non-profits, Consulting, Social Networking, Integrated Marketing, Public Speaking, Data Analysis, Sales, Start-ups, Marketing Strategy, Investments, Strategic Communications, Business Intelligence, Strategic Partnerships, Marketing, Management, Email Marketing, Strategy, Strategic Planning, Social Media Marketing, Finance, Portfolio Management, Business Development, Market Research, Leadership, Analytics, Competitive Analysis

Education
Babson College - Franklin W. Olin Graduate School of Business   2012 — 2014
MBA, Magna Cum Laude

Harvard University   2009 — 2013
MLA in Management (Concentration: Marketing), Magna Cum Laude

Pingree School
High School

Wheaton College
Bachelor of Arts, Magna Cum Laude

Thomas McGoldrick Thomas McGoldrick Greater Boston Area Details
Thomas McGoldrick's Wellington Management Experience May 2006 - August 2008
Job
Industry Staffing and Recruiting
Experience
PAREXEL  August 2008 - Present
Wellington Management   May 2006 - August 2008
CRI  April 2003 - May 2006
USjobs.com   July 1997 - April 2003
Fidelity Investments  October 1995 - July 1997
Hollister Staffing  1992 - 1995

Skills
Executive Search, Recruiting, Staff Development, RFP, Management, Talent Acquisition, Applicant Tracking..., Technical Recruiting, College Recruiting, Employer Branding, Contract Recruitment, Talent Management, Sourcing, Metrics

Education
Babson College - Franklin W. Olin Graduate School of Business   2003 — 2005
MBA, Business Administration and Management, General

Syracuse University   1983 — 1987
BS, Finance and Public Relations

Andrew Khalatov Andrew Khalatov Greater New York City Area Details
Andrew Khalatov's Wellington Management Experience July 2014 - November 2014
Job Capital Markets Senior Consultant
Industry Capital Markets
Experience
Capco  December 2014 - Present
Goldman Sachs  January 2015 - Present
Wellington Management   July 2014 - November 2014
Accenture  November 2013 - November 2014
State Street  March 2014 - June 2014
Pango Capital   July 2011 - October 2013
Clarkston Consulting  November 2008 - July 2011
Cross Atlantic Capital Partners  September 2009 - January 2010

Skills
Management Consulting, Due Diligence, Business Analysis, Portfolio Management, Business Strategy, Investments, Financial Modeling, Finance, Microsoft Excel, Microsoft Office, Strategic Planning, Program Management, Market Research, CRM, Microsoft Word, Business Intelligence, Problem Solving, Strategic Consulting, Analysis, Consulting, Minitab, Process Improvement, Series 3, Series 34, Python, VBA, Hedge Funds, Private Equity, Strategy, Equities, Capital Markets, Derivatives, Asset Management, Fixed Income

Education
Babson College   2006 — 2009
Bachelor of Science (BS), Business Administration and Management, General

Babson College   2006 — 2009
Bachelor of Science (B.Sc.), Finance and Economic

Bill Page Bill Page Greater Boston Area Details
Bill Page's Wellington Management Experience February 1994 - March 1998
Job Portfolio Manager, Essex Global Environmental Opportunities Strategy (GEOS)
Industry Investment Management
Experience
Essex Investment Management  February 2009 - Present
The Journal of Environmental Investing   December 2011 - Present
Energy + Environment Foundation   August 2008 - Present
State Street Global Advisors  March 1998 - December 2008
Wellington Management   February 1994 - March 1998
Fidelity Investments Institutional Services  1993 - 1994
State Street Research and Management Co.   1989 - 1991
MFS Investment Management  1986 - 1987

Skills
Investment Management, Asset Managment, Environmental Investing, ESG, Clean Energy..., Cleantech, New Energy, SRI, Sustainable Energy, Energy, Investments, Sustainability, Equities, Strategy, Asset Management, Investment Strategies, Portfolio Management, Trading, Renewable Energy, Climate Change

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

Boston University   1983 — 1986
BA

Hobart and William Smith Colleges   1982 — 1983

Tabor Academy   1979 — 1982
HS

Jack Chi Jack Chi United States Details
Jack Chi's Wellington Management Experience 2012 - 2012
Job Eclipse engineer at Glue Networks
Industry Computer Software
Experience
Glue Networks  February 2015 - Present
IBM  July 2014 - January 2015
EXTOL International, Inc.   February 2013 - July 2014
Celera Corporation  May 2012 - November 2012
FedEx Express  September 2011 - April 2012
Wellington Management   2012 - 2012
Global Foundries  February 2011 - July 2011
TSMC Inc   May 2010 - June 2011
Fidelity Investments  May 2008 - February 2009
The Fanfare Group  June 2008 - August 2008

Skills
Eclipse, Subversion, Java Enterprise Edition, XML, Spring, Hibernate, Java, Web Services, Software Development, Design Patterns, JUnit, Weblogic, JBoss Application Server, Perl, Swing, CVS, JDBC, Databases, EJB, Testing

Education
University of Waterloo   2002 — 2004
Master of Math, Computer Science

Ryerson Polytechnic University   1996 — 2000
Certificate, Computer Programming (Computer Application)

National Taiwan Ocean University   1988 — 1990
Bachelor of Science (BSc), Marine Maintenance/Fitter and Ship Repair Technology/Technician

Elizabeth Polich Elizabeth Polich Washington D.C. Metro Area Details
Elizabeth Polich's Wellington Management Experience July 2015 - Present
Job Launch Research Associate at Wellington Management
Industry Law Practice
Experience
Wellington Management   July 2015 - Present
U.S. Department of the Treasury   February 2015 - June 2015
U.S. Department of the Treasury   January 2013 - February 2015
Young Professionals in Foreign Policy  November 2013 - September 2014
U.S. Department of State   March 2012 - January 2013
U.S. Department of State   November 2011 - March 2012
US Department of State: Foreign Service Institute  June 2011 - October 2011
Wilmer Cutler Pickering Hale & Dorr LLP  January 2011 - May 2011
American University  August 2010 - December 2010
US Department of State US Consulate General   May 2010 - August 2010

Skills
International Relations, Foreign Policy, Political Science, Editing, Arabic, Microsoft Word, Microsoft Excel, Policy Analysis, Latin, Diplomacy, Research, Analysis, Politics, Public Speaking, French, Bloomberg Terminal, Data Analysis, Financial Markets, Financial Market..., European Union, European politics, European Markets, Public Policy

Education
American University   2007 — 2010
Bachelor of the Arts, International Studies

John Cabot University   2009 — 2009

St Ignatius   2003 — 2007

Shaikh R Hoque Shaikh R Hoque Greater Boston Area Details
Shaikh R Hoque's Wellington Management Experience November 2008 - April 2010
Job Vice President, Enterprise Data Services at RBS Citizens N.A.
Industry Financial Services
Experience
RBS Citizens N.A.   May 2010 - Present
Wellington Management   November 2008 - April 2010
Wellington Management LLP  March 2006 - November 2008
Babson College  2004 - 2007
Wellington Management   August 2003 - March 2006
CTC Communications  June 2001 - July 2003
Cisco Systems  November 2000 - May 2001
Predictive Systems/GrayPeak Technologies   1997 - 2000
Siemens Communication Software Ltd   May 1995 - March 1997

Skills
Storage, Integration, Vendor Management, Middleware, ITIL, Requirements Analysis, Project Management, Projects, Process Improvement

Education
Boston University   2006 — 2008
Certificate in Project Management, Project Management

Babson College - Franklin W. Olin Graduate School of Business   2004 — 2007
MBA, Global Management and Finance

Indian Institute of Technology, Kanpur   1991 — 1995
B. Tech (BS), Electrical, Electronics and Computer Science

Denobili School, India   1983 — 1991
High School, Science, Mathematics and English

Vera Horgan Vera Horgan Boston, Massachusetts Details
Vera Horgan's Wellington Management Experience April 2011 - Present
Job Vice President at Wellington Management
Industry Financial Services
Experience
Wellington Management   April 2011 - Present
Deutsche Bank  October 2006 - April 2011
Navigant Consulting  August 2004 - September 2006

Skills
Valuation, Derivatives, Financial Services

Education
Babson College   2000 — 2004
Finance

Sara Malconian Sara Malconian Greater Boston Area Details
Sara Malconian's Wellington Management Experience 2006 - 2011
Job Assistant Director of Strategic Sourcing at Massachusetts Institute of Technology
Industry Investment Management
Experience
Massachusetts Institute of Technology  2011 - Present
Wellington Management   2006 - 2011
State Street Corporation  2003 - 2006
State Street Corporation  2001 - 2003
State Street Global Advisors  1999 - 2001
Fleet Financial Group  1998 - 1999
Prudential Realty Group  1981 - 1986
Equitable Life Assurance Society of America   1980 - 1981

Skills
Procurement, Global Sourcing, Vendor Management, Risk Management, Strategic Sourcing, Management, Change Management, Sourcing, Business Development, Business Strategy, Leadership, Mergers & Acquisitions, New Business Development, Entrepreneurship, Portfolio Management

Education
Columbia University - Columbia Business School   1979 — 1981
MBA, Finance and Real Estate

Bates College   1973 — 1977
BA, Mathematics and Sociology

Carlos Ricardo Recio Carlos Ricardo Recio Boston, Massachusetts Details
Carlos Ricardo Recio's Wellington Management Experience July 2011 - Present
Job Cash Specialist at Wellington Management
Industry Financial Services
Experience
Wellington Management   July 2011 - Present
Merrill Lynch  July 2010 - September 2010
McGraw-Hill  June 2009 - September 2009

Skills
Asset Managment, Microsoft Access, Microsoft Excel, Microsoft Word, Financial Services, Cash Management, SQL, Microsoft Outlook, Salesforce.com, HTML, Marketing

Education
Harvard University Extension School   2014 — 2015
Finance

Babson College   2007 — 2011
Bachelor of Science in Business Management, International Business

Richard Lincoln, MBA, PMP Richard Lincoln, MBA, PMP Greater Boston Area Details
Richard Lincoln, MBA, PMP's Wellington Management Experience April 2008 - December 2009
Job Manager Portfolio and Project Services at Fruition Partners
Industry Information Technology and Services
Experience
BIG Dog Enterprises, Incorporated   December 2013 - Present
Fruition Partners  October 2013 - December 2013
Fruition Partners  January 2013 - September 2013
Vertex Pharmaceuticals  May 2012 - December 2012
LeapFrog Systems  October 2011 - May 2012
Fidelity Investments  November 2011 - April 2012
Steward Health Care System, LLC  November 2010 - April 2011
MindEdge, Inc.   March 2010 - March 2010
Wellington Management   April 2008 - December 2009
Northeastern University  2005 - January 2008

Skills
Program Management, Project Management, PMP, Cross-functional Team..., Management, Business Analysis, Change Management, Quality Assurance, Product Management, PMO, SDLC, IT Service Management, Project Portfolio..., Leadership, Process Improvement, Software Documentation, Agile Methodologies, Information Technology, Software Development, Software Project..., ITIL v3 Foundations...

Education
Babson College - Franklin W. Olin Graduate School of Business   1989 — 1991
MBA with Distinction, General Management

Kenyon College   1981 — 1985
BA, Psychology

Nobles   1976 — 1981
High School

Gaelyn Almeida Gaelyn Almeida Silver Spring, Maryland Details
Gaelyn Almeida's Wellington Management Experience April 2008 - December 2012
Job Associate Director at Merkle
Industry Information Technology and Services
Experience
Merkle  January 2013 - Present
Wellington Management   April 2008 - December 2012
Little Traveler   October 2006 - December 2012
State Street Corporation  August 2004 - April 2008
Oracle Corporation  February 2000 - July 2004
Lalita Das, Architects and Planners   December 1995 - May 1997

Education
Babson College - Franklin W. Olin Graduate School of Business   2009 — 2012
MBA, Business, cum laude

Eastern Michigan University   1998 — 1999
Master of Science, Information Systems, suma cum laude

Rachana Sansad's Academy of Architecture   1990 — 1995
B. Arch, Architecture

Jai Hind College   1988 — 1990
High School, Science and Electronics

Kim Baker Kim Baker Greater Boston Area Details
Kim Baker's Wellington Management Experience 2014 - 2015
Job
Industry Financial Services
Experience
Fidelity Investments  April 2015 - Present
Wellington Management   2014 - 2015
Charles River Development  2007 - 2013
Investors Bank & Trust  2004 - 2007
Thomson Financial  2001 - 2004
Monitor Company  2000 - 2001
Fidelity Investments  1995 - 2000

Skills
Trading Systems, Market Data, Electronic Trading, Fixed Income, Equities, Trading, Derivatives, Agile Methodologies, Product Management, Vendor Management, Business Requirements, Business Analysis, Requirements Gathering, Requirements Analysis, Futures Trading, Equity Derivatives, Options, Equity Trading, Order Management, Product Development, Investment Management, Financial Markets, Bloomberg, SDLC, Financial Services, Middle Office, Use Case Analysis, Functional..., User Acceptance Testing, FX Options, Charles River IMS, Hedge Funds, Reference Data, Corporate Actions, Relating to Clients, Integration, Software Documentation, Prime Brokerage, FIX, SQL, Software Project..., Consulting, Project Management, Agile Project Management, JIRA, Rally, HP Quality Center

Education
Boston University Questrom School of Business   2007 — 2009
MBA

Babson College   1991 — 1995
BS

Ray Forcina Ray Forcina Boston, Massachusetts Details
Ray Forcina's Wellington Management Experience July 2012 - Present
Job
Industry Investment Management
Experience
Wellington Management   July 2012 - Present
John Hancock Funds  June 2011 - July 2012
Wellington Management Company, LLP  September 2009 - June 2011
Wellington Management   June 2004 - August 2009
Columbia Asset Management (a division of Bank of America)   August 2003 - June 2004
Columbia Asset Management/Bank of America   August 2001 - July 2003
Columbia Asset Management/Bank of America   September 2000 - July 2001
Columbia Asset Management/Bank of America   March 1999 - August 2000
Evergreen Funds (a division of Wachovia Corporation)   August 1997 - February 1999
Chase Global Funds Service Company   July 1993 - September 1995

Skills
Compliance, Mutual Funds, Financial Services, Fixed Income, Securities, Bloomberg

Education
Bentley College - Elkin B. McCallum Graduate School of Business   1995 — 1997
MSF

Babson College   1989 — 1993
BS

Max Shcherbakov Max Shcherbakov Greater Boston Area Details
Max Shcherbakov's Wellington Management Experience April 2002 - May 2007
Job Technical Team Lead at Charles River Development
Industry Computer Software
Experience
Charles River Development  March 2012 - Present
Charles River Brokerage, LLC   July 2009 - March 2012
Charles River Development  June 2007 - July 2009
Wellington Management   April 2002 - May 2007
Avaya  October 2000 - March 2002
Boston Soft Design   1999 - 2002
Razorfish  February 2000 - October 2000
Network Engines, Inc.   February 1999 - February 2000
"Ukrtelecom" State Communication Company   September 1994 - February 1999
"Musson" Corporation   August 1992 - July 1994

Skills
Java Enterprise Edition, Agile Methodologies, Software Development, Trading Systems, SOA, Java, Ant

Education
Sevastopol State Technical University   1989 — 1994
MS, Computer Science

Chris Wirts Chris Wirts Greater Boston Area Details
Chris Wirts's Wellington Management Experience November 2007 - Present
Job Vice President, Business Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management   November 2007 - Present

Education
Babson College - Franklin W. Olin Graduate School of Business   2005 — 2007
MBA

Trinity College-Hartford   1995 — 1999
BA

Anna Katz Anna Katz Greater Boston Area Details
Anna Katz's Wellington Management Experience October 2004 - March 2007
Job Senior Business Analyst at Meketa Investement Group
Industry Information Technology and Services
Experience
Self-employed  November 2008 - November 2009
Kalido  April 2007 - October 2008
Starpoint Solutions  October 2004 - April 2007
Wellington Management   October 2004 - March 2007
ADP (Automatic Data Processing, Inc.)   November 2003 - October 2004
Matlen Silver  November 2003 - October 2004
Pioneer Data Systems  July 2003 - November 2003
McGraw-Hill Companies – Platts   June 2003 - November 2003
Marsh & McLennan  November 2002 - April 2003
Prudential Financial  April 2001 - February 2002

Education
The Cooper Union for the Advancement of Science and Art   1994 — 1995
Cooper Union School of Engineering/Bnai Zion Scientist Division: SQL and RDBMS

Kiivs'kij Deržavnij Universitet Tehnologij ta Dizajnu   1975 — 1981
BS/MS in Computer Science

Doug Morrison, PMP Doug Morrison, PMP Greater Boston Area Details
Doug Morrison, PMP's Wellington Management Experience January 2008 - December 2008
Job Senior Project Manager at Delphi Technology
Industry Information Technology and Services
Experience
Delphi Technology  October 2013 - Present
Vestmark  July 2011 - September 2013
Bottomline Technologies  November 2009 - June 2011
Wellington Management   January 2008 - December 2008
Wellington Management   January 2006 - December 2007
Wellington Management   January 2000 - December 2005
Wellington Management   January 1997 - December 1999
Wellington Management   March 1995 - December 1996
MFS Investment Management  June 1993 - February 1995
Textron Systems  January 1989 - May 1993

Skills
Risk Management, Program Management, Project Management, Process Improvement, Change Management, Full SDLC, Financial Services, Asset Managment, Banking Software, Wealth Management, IT Business Strategy, Vendor Management, PMP, Strategic Planning, Relationship Management, Process Engineering, CRM

Education
Northeastern University   1984 — 1989
BS, Computer Science

King's College, Soto de Viñuelas

King's College, Soto de Viñuelas

Isha Chanana, CFA Isha Chanana, CFA Greater Boston Area Details
Isha Chanana, CFA's Wellington Management Experience June 2006 - July 2007
Job Research Analyst at Income Research + Management
Industry Investment Management
Experience
Income Research + Management  August 2014 - Present
Wellington Management Company, LLP  December 2010 - August 2014
Wellington Management Company, LLP  October 2007 - November 2010
Wellington Management   June 2006 - July 2007
TicketBean Inc.   September 2005 - December 2005
G.R. Health Aids Pvt. Ltd.   May 2004 - August 2005
Morgan Stanley  May 2003 - July 2003

Skills
Bloomberg, Financial Modeling, Financial Analysis, Factset, Equity Research, Private Company..., Portfolio Management, Asset Management, Equity Valuation, Equities, Investment Banking, Investment Management, Valuation, Securities, Asset Allocation, Capital Markets, Business Valuation, Hedge Funds, Fixed Income, Investments, Alternative Investments, Corporate Finance, Private Equity, Macro Analysis, Emerging Markets

Education
Northeastern University - Graduate School of Business Administration   2005 — 2007
Master of Business Administration (MBA), Investments, GPA: 3.9

Annamalai University   2004 — 2005
Post Graduate Diploma in Foreign Trade, International Trade, Fiscal and Monetary Policies, Currency

University of Delhi   2001 — 2004
Bachelor of Business Administration (BBA), Finance, General

Melissa (Pernisi) Lynch, CFA Melissa (Pernisi) Lynch, CFA Greater Boston Area Details
Melissa (Pernisi) Lynch, CFA's Wellington Management Experience June 2007 - Present
Job Vice President at Wellington Mgmt Company, LLP
Industry Investment Management
Experience
Wellington Management   June 2007 - Present
Fidelity Investments  January 2002 - June 2007
State Street Research & Management Co.   December 1999 - January 2002
Investors Bank & Trust Co.   August 1998 - December 1999

Skills
Bloomberg

Education
Bentley College - Elkin B. McCallum Graduate School of Business   2000 — 2005
MS, Global Financial Analysis

Bentley University   1994 — 1998
BS, Finance

Basavaraj GJ Basavaraj GJ Boston, Massachusetts Details
Basavaraj GJ's Wellington Management Experience December 2014 - July 2015
Job Senior Associate at Sapient
Industry Information Technology and Services
Experience
State Street Alternative Investment Solutions  July 2015 - Present
Sapient Global Markets  December 2014 - Present
Wellington Management   December 2014 - July 2015
Bank of America  February 2012 - November 2014
Tata Consultancy Services  April 2005 - November 2014
Bank of America  July 2011 - January 2012
Bank of America  November 2009 - June 2011
Deutsche Bank  March 2008 - October 2009
HDFC Bank  April 2005 - February 2008

Skills
SQL, PL/SQL, Oracle, Unix Shell Scripting, Unix, ETL, SOA, Business Analysis, Agile Methodologies, Software Development, Software Project..., Shell Scripting

Education
Sir M Visvesvaraya Institute Of Technology   2000 — 2004
BE, Electronics and Communication Engineering

Cindy Metivier Payne Cindy Metivier Payne Greater Boston Area Details
Cindy Metivier Payne's Wellington Management Experience April 2009 - Present
Job Director, Enterprise Technical Services at Wellington Management
Industry Information Technology and Services
Experience
Wellington Management   April 2009 - Present
Wellington Management Company  February 2003 - February 2010
JP Morgan Chase  2000 - 2003
JPMorgan Chase  2000 - 2003
Houghton  1997 - 2000
Houghton Mifflin  1997 - 2000
BAE Systems  1980 - 1997
Honeywell  1980 - 1997
Loral  1980 - 1997

Education
Lesley University   1986 — 1988
MSAM, Applied Management

University of Massachusetts Lowell   1975 — 1979

Billerica Memorial High School   1971 — 1975

Babson College

Christopher Freeman, CAIA Christopher Freeman, CAIA Greater Boston Area Details
Christopher Freeman, CAIA's Wellington Management Experience September 2007 - May 2008
Job Performance & Analytics Manager
Industry Financial Services
Experience
Man Numeric   May 2015 - Present
Numeric Investors LLC  August 2014 - April 2015
Numeric Investors  March 2013 - August 2014
State Street  August 2009 - March 2013
Wellington Management   September 2007 - May 2008
New England Private Wealth Advisors  December 2006 - June 2007
Fallon Ambulance  May 2004 - September 2005

Skills
VBA, Microsoft Excel, Financial Modeling, Fixed Income, Predictive Analytics, R, SQL, Access, Analytics, Finance, Valuation, Financial Analysis, Investments, Equities, Trading, Alternative Investments, Python, Performance Measurement, Performance Attribution, Tableau, GIPS Compliance, RapidMiner, Risk Analytics

Education
Babson College - Franklin W. Olin Graduate School of Business   2008 — 2009
Master of Business Administration (MBA), Global MBA concentration, 3.3

Northwestern University   2012 — 2014
Master of Science (MS), Predictive Analytics, 3.4

Bentley University   2003 — 2005
Bachelor of Science (BS), Finance

Lori Fortin Lori Fortin Greater Boston Area Details
Lori Fortin's Wellington Management Experience July 2004 - Present
Job VP, Global Benefits at Wellington Management Company, LLP
Industry Financial Services
Experience
Wellington Management   July 2004 - Present
Caritas Christi Health Care  May 1997 - June 2004
Towers Perrin  November 1988 - May 1997

Education
Assumption College   1983 — 1987
BA, Mathematics, Summa Cum Laude

Matthew Dework Matthew Dework Greater Boston Area Details
Matthew Dework's Wellington Management Experience 2004 - 2006
Job CEO/ Executive Vice President at Northeast Protech Inc.
Industry Financial Services
Experience
Northeast Protech Inc.   December 2014 - Present
Eaton Vance  July 2006 - April 2014
Wellington Management   2004 - 2006
Wellington Management   2001 - 2004
Brown Brothers, Harriman & Co.   1998 - 2000

Skills
Equities, Asset Managment, Alternative Investments, Portfolio Management, Investments, Derivatives, Securities, Investment Strategies, Bonds, Trading Systems, Financial Analysis, Fixed Income Analysis, Bloomberg, Preferred Stock, Structured Products, Credit, Asset Management

Education
Babson College - Franklin W. Olin Graduate School of Business   2001 — 2005
MBA

Babson College   1993 — 1997
Bachelor of Science (BS), Finance Investments

Shanthi Vasan Shanthi Vasan Greater Boston Area Details
Shanthi Vasan's Wellington Management Experience July 2007 - December 2014
Job Assistant Vice President at Wellington Management
Industry Financial Services
Experience
Wellington Management   July 2007 - December 2014
State Street Corp  January 2004 - July 2007
Emptoris  August 2002 - November 2003
MIT  April 2002 - August 2002
Interlynx Technologies   June 1999 - December 2001
Interlynx Technology/ProAct Technology   1999 - 2001

Skills
SDLC, Integration, Business Analysis, Fixed Income, Software Project..., Agile Methodologies, Business Requirements, SQL, Financial Services, Unix, Vendor Management, Oracle

Education
Anna University   1990 — 1993

John DesRoches John DesRoches Mendon, Massachusetts Details
John DesRoches's Wellington Management Experience 2014 - 2015
Job Owner, Alpha Financial Services Group
Industry Information Technology and Services
Experience
Alpha Financial Services Group   March 2002 - Present
Wellington Management   2014 - 2015
Wellington Management   2014 - 2015
Linedata  January 2010 - May 2012
Thomson Financial  September 1996 - February 2002
Macgregor  2001 - 2002
Investors Bank & Trust  June 1989 - September 1996

Skills
Product Management, Business Analysis, Trading Systems, Software Project..., Requirements Analysis, Agile Methodologies, Fixed Income, Equities, Software Development, Derivatives, Full SDLC, Six Sigma, FX trading, Security Lending, Hedge Funds, Mutual Funds, US GAAP, FASB, Logical Data Modeling, Functional Requirements, Foreign Exchange

Education
Bentley College - Elkin B. McCallum Graduate School of Business   1995 — 2001
MBA, Finance

Boston College - Carroll School of Management   1984 — 1988
Bachelor of Science (BS), Economics, Marketing, Management, Honors

Andrey Leybovich Andrey Leybovich Greater Boston Area Details
Andrey Leybovich's Wellington Management Experience September 2007 - February 2009
Job Application Architect at Novartis
Industry Information Technology and Services
Experience
Novartis  January 2012 - Present
Charles River Development  May 2010 - December 2011
IdeaMaverick   July 2007 - December 2011
Syrinx Consulting   June 2007 - April 2010
Monster.com  March 2009 - March 2010
Wellington Management   September 2007 - February 2009
TheNextRound Inc.  February 2005 - June 2007
Dalbar  April 2004 - February 2005
Mass Insurance Systems Inc   2002 - 2004

Skills
C#, SharePoint, ASP.NET, Microsoft SQL Server, jQuery, CSS Javascript, WinForms, C++, .NET, Software Development, Scrum, XML, SQL, Databases, AJAX

Education
St Petersburg State Technical University, St Petersburg, Russia   1996 — 2001
Bachelor of Science, Mechanical Engineering, Control Systems

Amanda (Trede) McKee Amanda (Trede) McKee Greater New York City Area Details
Amanda (Trede) McKee's Wellington Management Experience 2010 - 2011
Job Vice President at Lazard Asset Management
Industry Financial Services
Experience
Lazard Asset Management  2011 - Present
Wellington Management   2010 - 2011
Wellington Management   2006 - 2010
Wellington Management   2004 - 2006
State Street  2003 - 2004

Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, magna cum laude

Stonehill College
Bachelor of Science

Amy Morse Amy Morse Greater Boston Area Details
Amy Morse's Wellington Management Experience Portfolio Administrator, REIT AnalystINVESCO1992 - 1999
Job Relationship Manager at Wellington Management
Industry Investment Management
Experience
Wellington Management   Portfolio Administrator, REIT AnalystINVESCO1992 - 1999

Education
Babson College - Franklin W. Olin Graduate School of Business   1993 — 1996

Middlebury College   1988 — 1992
BA, Economics

Melissa Beary (McMahon) Melissa Beary (McMahon) Boston, Massachusetts Details
Melissa Beary (McMahon)'s Wellington Management Experience 2004 - April 2012
Job AssistantManaging Partner & Health Care Team at Wellington Management
Industry Financial Services
Experience
Myriant Corporation  October 2012 - November 2013
Medical Specialties Distributors, LLC  April 2012 - August 2012
Wellington Management   2004 - April 2012
Conversent Communications  2000 - 2004
Boston Park Plaza Hotel  1998 - 2000

Skills
Onboarding, Office Administration, Project Management, Interviewing Skills, Heavy Calendaring, PowerPoint, Microsoft Excel, Human Resources, Editing, Building Relationships, Mentoring, Training, Microsoft Office, Research, Outlook, Strategic Planning, Microsoft Word, Management, Leadership, Strategy, Sales, Customer Service, Recruiting, Budgets

Education
University of Massachusetts, Amherst   2008 — 2010
BA

Urban College of Boston   2005 — 2007
Associate of Arts (A.A.)

Hillary Goldberg Hillary Goldberg Miami/Fort Lauderdale Area Details
Hillary Goldberg's Wellington Management Experience 2000 - 2006
Job Director Development, Major Gifts at University of Miami, Miller School of Medicine
Industry Higher Education
Experience
Sylvester Comprehensive Cancer Center  2012 - Present
University of Miami, Miller School of Medicine  October 2008 - 2012
Westfield Capital Management  2006 - 2008
Wellington Management   2000 - 2006

Skills
Marketing, Market Research, Fundraising, Marketing Strategy, Marketing Communications, Stewardship, Business Development, Relationship Development, Relationship Management, Public Speaking, Financial Analysis, Nonprofits, Event Planning, Strategic Planning, Leadership, Management, Research, Strategy, Entrepreneurship, Media Relations, Event Management, Business Planning, Social Media, Strategic Communications, Press Releases

Education
Babson College - Franklin W. Olin Graduate School of Business   2003 — 2006
MBA, Marketing

Union College   1996 — 2000
Bachelor of Arts, Political Science & Economics

Menachem Engel Menachem Engel Greater Boston Area Details
Menachem Engel's Wellington Management Experience 2005 - 2012
Job Business Process Engineer at The MathWorks
Industry Financial Services
Experience
The MathWorks  2012 - Present
Wellington Management   2005 - 2012
Boston Consulting Group  2004 - 2005
Credit Suisse  1996 - 2004
United Jewish Appeal  1995 - 1996

Skills
Financial Analysis, Investments, Finance, Financial Modeling, Project Management, Strategic Planning, Asset Managment, Financial Services, Bloomberg

Education
Baruch College, City University of New York (CUNY)   1994 — 1996
MBA, Marketing

Touro College   1993 — 1996
Bachelor of Science (BS), Accounting and Finance

Kaminetz

Lockheed Martin

Mercaz

Jay Schrock Jay Schrock Greater Boston Area Details
Jay Schrock's Wellington Management Experience 2002 - Present
Job Assistant Vice President Client Flow Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management   2002 - Present
Investors Bank & Trust  1999 - 2002
Putnam Investments  1991 - 1999

Skills
Fixed Income, Equities, Mutual Funds, Asset Management, Investments

Education
Boston University Questrom School of Business   2004 — 2005
Masters of Science in Investment Management, Finance

Baldwin Wallace University   1986 — 1990

Alex Sokol Alex Sokol Greater Boston Area Details
Alex Sokol's Wellington Management Experience 2004 - 2006
Job Database Specialist Systems Integration at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters  August 2008 - Present
State Street Bank  2006 - 2008
Wellington Management   2004 - 2006
Boston Communications Group  1999 - 2004
Fidelity Management and Research  1997 - 1999

Skills
Data Warehousing, SQL, Oracle, Solaris, PL/SQL, Sybase, SDLC, Unix, Enterprise Architecture, High Availability, Databases, SQL Tuning, Red Hat Linux, Database Design, Software Development, Data Modeling, ETL, Performance Tuning, Oracle RAC, Integration, RMAN

Education
Saint Petersburg State University of Aerospace and Instrumentation   1973 — 1981
Master's degree, Electrical and Electronics Engineering

Manav Gupta Manav Gupta Greater Boston Area Details
Manav Gupta's Wellington Management Experience 2005 - 2007
Job @Microsoft
Industry Information Technology and Services
Experience
Microsoft  April 2014 - Present
Nokia  2009 - March 2014
Staples  February 2008 - August 2009
National City Bank  2008 - 2008
Chrysler  2007 - 2008
Wellington Management   2005 - 2007
Neogenesis, Inc.   2002 - 2003
NetSilicon  2000 - 2002
Robert Bosch Telecom   1996 - 1999

Skills
Web Services, Java, Enterprise Architecture, EJB, Java Security, Mobile Payments, XML Schema, Agile Methodologies, SOA, REST, Testing, Software Engineering, Scrum, Java Enterprise Edition, JBoss Application Server, Enterprise Software, XML, Distributed Systems, SOAP, Agile Project Management, Design Patterns, Software Development, Eclipse, Hibernate, JUnit, Spring, Tomcat, Weblogic, JDBC, Ant, Software Design, Unix, JIRA, System Architecture, ClearCase, Continuous Integration, JMS, Linux, Object Oriented Design, Oracle, Shell Scripting, UML, OOAD, Git

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

Harvard University   2005 — 2007
Software Engg. Graduate courses

National Institute of Technology Karnataka   1992 — 1996
Bachelor of Engg., Electronics & Communication

Michelle Galicia Michelle Galicia Greater Boston Area Details
Michelle Galicia's Wellington Management Experience April 2015 - Present
Job Business Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management   April 2015 - Present
Meketa Group   June 2008 - December 2011
John Hancock  May 2005 - June 2008
Wingate Financial Group   May 2002 - April 2003
Massachusetts Pension Reserves Investment Management  April 2000 - February 2002
KPMG  February 1999 - March 2000
State Street  November 1993 - August 1997

Skills
Asset Allocation, Compliance, Portfolio Assessment, Performance Attribution, Project Management, Financial Services, Relationship Management, Financial Analysis, Strategic Financial..., Investment Strategies, Mutual Funds, Investment Management, Institutional..., Asset Management

Education
Bentley College - Elkin B. McCallum Graduate School of Business   1996 — 2000
Masters, Business Economics

Northeastern University   1990 — 1993
B.S, Business

Christopher Carda Christopher Carda Greater Boston Area Details
Christopher Carda's Wellington Management Experience February 2014 - June 2015
Job Project Coordinator at Wellington Management
Industry Information Technology and Services
Experience
Wellington Management   February 2014 - June 2015
Massachusetts Financial Services  August 2011 - January 2014
Abt Associates  April 2011 - July 2011
Lowell Public Schools  February 2011 - February 2011
SumTotal Systems  September 2010 - December 2010
Loomis, Sayles & Company   June 2010 - August 2010
Best Doctors  June 2007 - March 2009
Fidelity Investments  October 2000 - May 2007
Autologic  January 1998 - January 2000

Skills
Process Improvement, Project Management, Business Analysis, Leadership, Management, IT Operations, SDLC, Cross-functional Team..., PMP, Project Planning, Risk Management, Requirements Gathering, Disaster Recovery, Analysis, Troubleshooting

Education
Babson College - Franklin W. Olin Graduate School of Business   2010 — 2012
MBA

University of Massachusetts Lowell   2009 — 2009
Graduate Certificate, Project Management

Boston University   2006 — 2007
Computer Science

Beloit College   1989 — 1994
Bachelor of Arts, Philosophy

Clara Chan Clara Chan Boston, Massachusetts Details
Clara Chan's Wellington Management Experience October 2011 - Present
Job Assistant Vice President, Performance & Composite Service at Wellington Management
Industry Financial Services
Experience
Wellington Management   October 2011 - Present
Eagle Investment Systems  June 2008 - October 2011
Batterymarch Financial Management  July 2007 - June 2008
French Press Coffee   April 2005 - December 2007
Fidelity Investments  June 2001 - June 2007

Skills
Entrepreneurship, Project Management, Mutual Funds, Investments, Bloomberg, Equities, Asset Managment, Financial Modeling, Alternative Investments, Fixed Income, Hedge Funds, Portfolio Management, Valuation, Business Analysis, Financial Analysis, Securities, Trading, Investment Management, Risk Management, Performance Measurement, Management Consulting, Analytics, Series 7, Derivatives, Financial Services, Requirements Analysis, Process Improvement, Strategic Planning

Education
Babson College - Franklin W. Olin Graduate School of Business   2009 — 2011
MBA, Leadership & Entrepreneurship

Babson College   1997 — 2001
Bachelor of Science, Finance, International Business

Mark LeVie, CFA Mark LeVie, CFA Greater Boston Area Details
Mark LeVie, CFA's Wellington Management Experience 1996 - 1998
Job Global Head, Investment Data Systems at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors  April 2010 - Present
State Street Global Advisors  2008 - April 2010
State Street Global Advisors  2006 - 2008
Fidelity Investments  2004 - 2006
State Street Global Advisors  2002 - June 2004
Fidelity Investments  1998 - 2002
Wellington Management   1996 - 1998
Lotus Development  1991 - 1996

Skills
Equities, Market Data, Hedge Funds, Capital Markets, Master Data Management, Data Modeling, Data Quality, Security Master, Data Governance, Fixed Income, Information Architecture, Data Architecture, Enterprise Data, Performance Management, Security, Software Development, Trading Systems, Financial Services, Oracle, Portfolio Management, Securities, Bloomberg, Mutual Funds, Requirements Analysis, Sybase, Reference Data, Corporate Actions, Trading, Strategy, Derivatives, Electronic Trading, Middle Office, Investment Banking, Asset Management, Settlement, Fund Accounting, Investments, Back Office, Financial Markets, FX Options, Alternative Investments

Education
Bentley College - Elkin B. McCallum Graduate School of Business   1997 — 2001
MBA, Information Systems

Marist College   1986 — 1991
BS, Computer Information Systems

Brockton High School   1983 — 1986

Alfred (Al) LeDoux Alfred (Al) LeDoux Portland, Maine Area Details
Alfred (Al) LeDoux's Wellington Management Experience 1999 - 2001
Job Director, Enterprise Networks & Data Center Operations at Wright Express
Industry Financial Services
Experience
Wright Express  September 2010 - Present
Wright Express  February 2007 - August 2010
Wright Express  May 2006 - January 2007
Investors Bank & Trust  2001 - 2005
Wellington Management   1999 - 2001
State Street  1969 - 1999

Skills
Data Center, PMO, Problem Solving, Vendor Management, Vendor Relations, IT Management, SDLC, Operations Management, Disaster Recovery, Business Analysis, Change Management, Business Management, Metrics, Team Management, Team Building, Team Leadership, Risk Management, People Management, Requirements Analysis, IT Operations, MS Project, Planning, Business Continuity

Education
Anna Maria College   1979 — 1981
MBA, Finance

Clark University   1969 — 1974
BSBA, Accounting, Economics, Finance

Charles Duval Charles Duval Greater Boston Area Details
Charles Duval's Wellington Management Experience April 2008 - Present
Job Vice President at Wellington Management
Industry Financial Services
Experience
Wellington Management   April 2008 - Present
State Street  September 1991 - April 2008

Education
D'Amore-McKim School of Business at Northeastern University   1999 — 2003
MST, Taxation

Babson College   1977 — 1981

Anu Nagalla Anu Nagalla Greater Boston Area Details
Anu Nagalla's Wellington Management Experience 2010 - Present
Job Vice President, Data Architecture & Fixed Income Information Delivery at Wellington Management
Industry Financial Services
Experience
Wellington Management   2010 - Present
State Street Bank  May 1999 - September 2011
IBS Consulting Company   August 1998 - April 1999
IBM  August 1994 - July 1998

Skills
SDLC, Data Architecture, Database Administration, Financial Services, Java, Project Management, Data Warehousing, Data Modeling, Database Design, Oracle, Enterprise Architecture, Databases, ETL, Erwin, Business Analysis, SQL, Performance Tuning, Requirements Analysis, Business Intelligence, Oracle RAC, Disaster Recovery, DB2, Data Integration, Enterprise Software, Sybase, Architectures, SOA, CRM, ERP

Education
Massachusetts Institute of Technology - Sloan School of Management   2006 — 2006
Greater Boston Executive Program, Organizational Leadership

University of Wollongong   1993 — 1994
M.S Computer Science Major, Computer Science

Bangalore University   1988 — 1992
B.Tech, Computer Science

St. Ann's   1980 — 1988

Michaela Feller, CPA Michaela Feller, CPA Boston, Massachusetts Details
Michaela Feller, CPA's Wellington Management Experience August 2010 - Present
Job AVP, Senior Tax Analyst at Wellington Management Co., LLP
Industry Financial Services
Experience
Wellington Management   August 2010 - Present
Deloitte Tax, LLP  January 2007 - August 2010
Deloitte  June 2006 - August 2006

Skills
Tax Accounting, Tax Preparation, International Tax, Corporate Tax, Tax, Financial Reporting

Education
Bentley College - Elkin B. McCallum Graduate School of Business   2007 — 2009
Master of Science, Taxation

Bentley University   2003 — 2007
Bachelor of Science, Accounting

Certified Public Accountant

Lindsey Hedrick Lindsey Hedrick Greater Boston Area Details
Lindsey Hedrick's Wellington Management Experience October 2004 - Present
Job Vice President, Accounting Manager at Wellington Management
Industry Financial Services
Experience
Wellington Management   October 2004 - Present
It Works Global  March 2012 - Present
PricewaterhouseCoopers  September 1999 - September 2004
Chatham Bars Inn  1999 - 1999

Education
Babson College   1995 — 1999
Bachelor of Science (BS)

Oliver Ames High School   1991 — 1995

Steven Bergantino Steven Bergantino Greater Boston Area Details
Steven Bergantino's Wellington Management Experience July 2011 - Present
Job
Industry Information Technology and Services
Experience
Wellington Management   July 2011 - Present

Education
Bentley College - Elkin B. McCallum Graduate School of Business   2010 — 2011
Master of Science

Bentley University   2006 — 2010
BS

Anne Colucci Anne Colucci Greater Boston Area Details
Anne Colucci's Wellington Management Experience 1998 - Present
Job Trading Operations Manager
Industry Financial Services
Experience
Wellington Management   1998 - Present
Investors Bank & Trust  June 1996 - August 1998

Skills
Fund Accounting, Bloomberg, Equities, Hedge Funds, Fixed Income, Derivatives, Alternative Investments, Structured Products, Private Equity, Capital Markets, Bonds, Mutual Funds, Securities

Education
Bentley College - Elkin B. McCallum Graduate School of Business   1994 — 1996
MSF, Finance

Tufts University   1990 — 1994
BA, Economics, Psychology

Geoff Mintz Geoff Mintz Greater Boston Area Details
Geoff Mintz's Wellington Management Experience March 2001 - Present
Job AVP at Wellington Management
Industry Investment Management
Experience
Wellington Management   March 2001 - Present
Zurich Scudder   July 2000 - January 2001
IBT  May 1998 - June 2000

Skills
Fund Accounting, Bloomberg, Equities, Fixed Income, Mutual Funds, Valuation, Back Office, Bloomberg Terminal, Financial Services, Global Custody, Equity Valuation, Alternative Investments, Investments, Hedge Funds, Asset Management, Portfolio Management, Securities, Derivatives, Finance, Investment Management, Bonds, Business Analysis, Management

Education
Assumption College   2010 — 2014
Master of Business Administration (MBA)

Bryant College   1994 — 1998
BA, Accounting and Finance

Patricia Nollet Patricia Nollet Greater Boston Area Details
Patricia Nollet's Wellington Management Experience April 2014 - Present
Job Administrative Assistant at Wellington Management
Industry Marketing and Advertising
Experience
Wellington Management   April 2014 - Present
Wellington Management   April 2014 - Present
SWEP International AB   April 2012 - September 2013
Borders Books  January 2007 - April 2011
Market Development Group  May 2009 - February 2011

Skills
Social Media, Microsoft Office, Customer Service, Marketing Strategy, Project Management, Microsoft Excel, Sales, Account Management, Research, Marketing, Analysis, Email Marketing, PowerPoint

Education
American University - Kogod School of Business   2005 — 2009
Bachelor of Business Administration (BBA), International Marketing

Benjamin Merewitz Benjamin Merewitz Cambridge, Massachusetts Details
Benjamin Merewitz's Wellington Management Experience July 2008 - December 2008
Job MBA Candidate at MIT Sloan School of Management
Industry Renewables & Environment
Experience
PHOTON Consulting  April 2012 - April 2013
PHOTON Consulting  March 2010 - March 2012
PureSense  October 2009 - February 2010
Wellington Management   July 2008 - December 2008
Neuberger Berman  June 2007 - August 2007
Indiana University  June 2006 - August 2006
National Institutes of Health  April 2003 - August 2003

Skills
Financial Modeling, Data Analysis, Strategic Planning, Energy, Financial Analysis, Management Consulting, Strategic Consulting, Market Research, Qualitative Market..., Quantitative Analysis, Quantitative Research, Quantitative Finance, Quantitative Modeling, Solar, Photovoltaics, Renewable Energy, Alternative Energy, Energy Management, Distributed Generation, Distributed..., Competitive Intelligence, Market Intelligence, Quantitative Analytics, Solar Energy, Distributed Systems, Qualitative Research, Strategy, Cleantech, Economics, Business Development, Equity Research, Market Analysis, Start-ups, Product Development, Sustainable Energy, Energy Policy, Venture Capital, Analysis

Education
MIT Sloan School of Management   2013 — 2015
Master of Business Administration (MBA)

Amherst College   2004 — 2008
Bachelor of Arts, Psychology

Bethesda-Chevy Chase High School   2000 — 2004

Ramesh Salapu Ramesh Salapu Piscataway, New Jersey Details
Ramesh Salapu's Wellington Management Experience 2008 - 2009
Job Principal Consultant at Cognizant Technology Solutions
Industry Computer Software
Experience
Merck  2010 - Present
cognizant technology solutions  1997 - Present
Merck  2010 - 2011
AAA NCNU  2009 - 2010
Wellington Management   2008 - 2009

Skills
Business Intelligence, Solution Architecture, SDLC, Oracle, Requirements Analysis, PeopleSoft, Business Analysis, Enterprise Architecture, Data Warehousing, Requirements Gathering, Spring, Software Project..., Consulting, Java Enterprise Edition, Integration

Education
Andhra University   1992 — 1995
MCA, Computers

KGRL   1989 — 1992
B.Sc, Chemistry

Phani Vadlamani Phani Vadlamani Greater New York City Area Details
Phani Vadlamani's Wellington Management Experience March 1999 - February 2002
Job Senior Manager Operations
Industry Financial Services
Experience
Barclays Investment Bank  July 2013 - Present
HSBC Securities  June 2006 - July 2013
Bank of America  March 2005 - September 2006
Lehman Brothers  November 2002 - February 2005
Dow Jones Indexes  March 2002 - October 2002
Wellington Management   March 1999 - February 2002
Logitech  January 1998 - January 1999

Skills
Fixed Income, Business Development, Derivatives, Equities, Capital Markets, Investment Banking, Credit, Trading Systems, Vendor Management, Business Analysis, Risk Management, Financial Services, FX Options, Portfolio Management, SDLC, Market Risk

Education
Maharishi University of Management   1996 — 1998
Master of Business Administration (M.B.A.), Business Management

Andhra University   1992 — 1995
Bachelor's Degree, Mathematics

Michelle Hicks Michelle Hicks Greater Boston Area Details
Michelle Hicks's Wellington Management Experience April 2008 - 2013
Job GMO, LLC
Industry Financial Services
Experience
GMO, LLC  September 2015 - Present
Strategic Value Partners, LLC  April 2013 - June 2015
Wellington Management   April 2008 - 2013
Goldman Sachs  August 2001 - March 2008
Tribune Broadcasting  1997 - 1999

Skills
Alternative Investments, Endowments, Investment Properties, Fixed Income, Strategy, Distressed Debt, Business Development, Business Planning, Business Strategy, IPO, Leadership, Management, Marketing, Marketing Strategy

Education
Harvard Business School   1999 — 2001
MBA, Business Administration and Management, General

Amherst College   1989 — 1993
BA, Psychology

Peter Vakhutinsky Peter Vakhutinsky Greater Boston Area Details
Peter Vakhutinsky's Wellington Management Experience February 2005 - May 2005
Job Founder at VPInformatics, Inc
Industry Information Technology and Services
Experience
VPInformatics, Inc   July 2011 - Present
CambridgeSoft  May 2005 - July 2011
Dermatology Partners, Inc.   2004 - 2010
Wellington Management   February 2005 - May 2005
Techcelerate   July 2004 - February 2005
Kopin   May 2000 - July 2004

Skills
Enterprise Software, Program Management, SaaS, Product Development, Data Management, Cloud Computing, Software Development, Project Management, Oracle, Informatics, Web Development, Databases, Data Mining, SQL, Requirements Analysis, Software Project..., Management, Business Intelligence, Outsourcing, Bioinformatics, SDLC, Agile Methodologies, Integration

Education
Babson College - Franklin W. Olin Graduate School of Business   2001 — 2005
MBA, Managing the Technology-Intensive Enterprise

Lomonosov Moscow State University (MSU)   1990 — 1995
MS, Chemistry

Michael Medeiros, CFA Michael Medeiros, CFA Greater Boston Area Details
Michael Medeiros, CFA's Wellington Management Experience March 2013 - Present
Job Vice President Global Bond Strategist
Industry Financial Services
Experience
Wellington Management   March 2013 - Present
Wellington Management   August 2011 - March 2013
O'Brien Management   July 2010 - July 2011
State Street Global Advisors  February 2009 - July 2010
State Street Global Advisors  June 2008 - January 2009

Skills
Equities, Bloomberg, Financial Modeling, Valuation, Fixed Income

Education
Boston University   2013 — 2015
Master of Arts (MA), Economics

Bates College   2004 — 2008
BA, Double Major in Economics & Politics

The American University in Cairo

Brenda Kinney Sullivan Brenda Kinney Sullivan Greater Boston Area Details
Brenda Kinney Sullivan's Wellington Management Experience 2008 - 2008
Job Financial Services Professional
Industry Financial Services
Experience
Millennium Group Inc.  2009 - 2011
Wellington Management   2008 - 2008
State Street Global Advisors  2000 - 2008
Federated Investors  1998 - 2000

Skills
Mutual Funds, Leadership, Financial Analysis, Equities, Financial Services, Investments, Portfolio Management, Customer Service, Asset Management, Team Building, Risk Management, Relationship Management, Strategic Planning

Education
Assumption College   1991 — 1997

Mike Hogan Mike Hogan Greater Boston Area Details
Mike Hogan's Wellington Management Experience August 2007 - February 2009
Job Vice President, Chief Compliance Officer CSIM at Charles Schwab
Industry Financial Services
Experience
Charles Schwab  July 2009 - Present
Wellington Management   August 2007 - February 2009
Brown Brothers Harriman  September 1985 - July 2007

Education
Suffolk University Law School   1990 — 1994
J.D., Law

Bates College   1981 — 1985
B.A., French

Roshan Selvanathan Roshan Selvanathan San Francisco Bay Area Details
Roshan Selvanathan's Wellington Management Experience April 2007 - June 2009
Job Senior Mobile Engineer
Industry Computer Software
Experience
Social Concepts   February 2011 - Present
iLink Systems  June 2009 - January 2011
Wellington Management   April 2007 - June 2009
Oracle  2005 - 2006
Infosys  2004 - 2005

Education
Anna University
B.E., Electronics & Communication

Charles Duval Charles Duval Greater Boston Area Details
Charles Duval's Wellington Management Experience April 2008 - Present
Job Tax Director at Wellington Management
Industry Financial Services
Experience
Wellington Management   April 2008 - Present
State Street  September 1991 - April 2008
Bank of Boston  August 1981 - September 1991

Skills
Accounting, Internal Controls, Financial Services, Tax, Finance, Tax Law, Asset Management, Mutual Funds, Investments

Education
D'Amore-McKim School of Business at Northeastern University   1999 — 2003
MST, Taxation

Boston University   1986 — 1989
Certificate, Financial Planning

Babson College   1977 — 1981
BS, Finance/Investments

Stefani Page Stefani Page Greater Boston Area Details
Stefani Page's Wellington Management Experience July 2008 - January 2009
Job Student at Northeastern University
Industry Financial Services
Experience
Wellington Management   July 2008 - January 2009
Northeastern University  April 2007 - January 2008

Skills
PowerPoint, Research, Leadership, Public Speaking, Microsoft Excel, Entrepreneurship, Social Media, Management, Microsoft Office, Microsoft Word

Education
Northeastern University   2006 — 2010
Social Entrepreneurship, Finance

Beijing Foreign Studies University   2009 — 2009
Chinese

Jay Hebb Jay Hebb Greater Boston Area Details
Jay Hebb's Wellington Management Experience June 2015 - Present
Job Portfolio Analyst, Wellington Management Company, LLC
Industry Investment Management
Experience
Wellington Management   June 2015 - Present
Fidelity Investments  September 2009 - June 2015

Skills
Credit Analysis, Fixed Income, Bonds, Economics, Credit, Research

Education
Amherst College   2005 — 2009
BA, Economics and Political Science

Suffield Academy   2002 — 2005

Ivie B Higgins, CIPP-US Ivie B Higgins, CIPP-US Washington D.C. Metro Area Details
Ivie B Higgins, CIPP-US's Wellington Management Experience 2004 - 2004
Job Sesoned Compliance, Operational Risk and Privacy Subject Matter Expert
Industry Financial Services
Experience
Independent Contracctor   2015 - Present
NewDay USA  2014 - 2015
Federal Home Loan Mortgage Corporation (Freddie Mac)   2010 - July 2014
Fannie Mae  2005 - 2009
CFM Partners   2004 - 2005
John Hancock Funds  2004 - 2004
Wellington Management   2004 - 2004
OneUnited Bank  2002 - 2003
FleetBoston Financial  2000 - 2002
CERES Coalition for Environmetally Responsible Economies   1998 - 2000

Skills
Analysis, Auditing, Business Strategy, Corporate Governance, Credit, Disaster Recovery, Due Diligence, Financial Analysis, Financial Risk, Financial Services, Governance, Internal Audit, Internal Controls, Leadership, Management, Operational Risk, Operational Risk..., Policy, Portfolio Management, Privacy Law, Program Management, Project Management, Risk Assessment, Risk Management, Sarbanes-Oxley Act, Six Sigma, Training, Strategy, Executive Management, Loans, Banking, Finance, Fraud

Education
Suffolk University   2000 — 2004
MBA, Strategic Management and Organizational Behavior

American University Washington College of Law   1990 — 1993
JD, Law

Vassar College   1986 — 1990
BA, Political Science

Steve Concannon Steve Concannon Greater Boston Area Details
Steve Concannon's Wellington Management Experience May 1998 - August 2000
Job Vice President
Industry Financial Services
Experience
Eaton Vance  August 2000 - March 2013
Wellington Management   May 1998 - August 2000

Education
Bates College   1988 — 1992
BA

Svenja Sanders Svenja Sanders Greater Boston Area Details
Svenja Sanders's Wellington Management Experience July 2008 - December 2008
Job Proposal Manager at Philips Healthcare
Industry Health, Wellness and Fitness
Experience
Philips Healthcare  March 2011 - Present
Integreon  November 2010 - March 2011
Warner Bros. Entertainment Group of Companies  February 2010 - August 2010
Wellington Management   July 2008 - December 2008
Grail Research  July 2007 - June 2008
E.ON Ruhrgas AG   June 2006 - August 2006

Skills
Market Research, Marketing, Analysis, Proposal Writing, Research, Program Management, Project Planning, Marketing Strategy, Human Resources, Management, Business Development, Data Analysis, Competitive Analysis, Business Strategy

Education
Babson College - Franklin W. Olin Graduate School of Business   2013 — 2016
MBA Candidate

Northeastern University   2005 — 2010
BSIB, International Business, Marketing, Spanish

ICADE (UP Comillas Madrid)   2009 — 2010
Bachelor, E-4 International Business Administration

Donna Sirianni Donna Sirianni Greater Boston Area Details
Donna Sirianni's Wellington Management Experience 2004 - Present
Job Vice President Operations Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management   2004 - Present
State Street  1997 - 2004

Skills
Asset Management, Bloomberg, Process Improvement, Securities, Financial Services, Investments, Derivatives, Fixed Income, Equities, Alternative Investments, Analysis, Risk Management, Portfolio Management, Investment Management, Hedge Funds, Financial Analysis, Asset Allocation, Capital Markets

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

Bentley University   1993 — 1997
BS, Management

Ashby Elementary

School name:

Jay Parekh Jay Parekh Greater Boston Area Details
Jay Parekh's Wellington Management Experience August 2004 - April 2011
Job Senior Financial Analyst at Wellington Management
Industry Financial Services
Experience
Steward Health Care System  May 2011 - Present
Steward Health Care  2011 - 2013
Wellington Management   August 2004 - April 2011
Thomson Reuters  April 2000 - August 2004

Skills
Finance, Financial Modeling, Financial Analysis, Financial Reporting, Corporate Finance, Financial Services, Business Analysis

Education
Bentley College - Elkin B. McCallum Graduate School of Business   1997 — 1998
MBA, Finance

Christopher Gobron Christopher Gobron Greater Boston Area Details
Christopher Gobron's Wellington Management Experience July 2007 - Present
Job Fixed Income Performance Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management   July 2007 - Present
Wellington Management   February 2004 - June 2007
Investors Bank & Trust  July 1998 - February 2004

Skills
Fixed Income, Performance Attribution, Fund Accounting, Fund Administration, Investment Performance

Education
Bentley College - Elkin B. McCallum Graduate School of Business   1999 — 2003
MBA, Concentration in Finance

University of Massachusetts, Amherst   1991 — 1995
BA, Economics, French

Jennifer Varney Jennifer Varney Northborough, Massachusetts Details
Jennifer Varney's Wellington Management Experience January 2015 - Present
Job Investment Operations Specialist at Wellington Management
Industry Financial Services
Experience
Wellington Management   January 2015 - Present
Atlantic Trust  April 2011 - August 2014
State Street Bank & Trust  May 2008 - April 2011
Investors Bank & Trust  March 2006 - May 2008
Mercer HR Services  August 2005 - January 2006

Skills
Customer Relations, Accounting, Reconciling, Telephone Skills, Bank Reconciliation, Microsoft Excel, Investments, Financial Services, Securities, Equities

Education
Assumption College   2001 — 2005
Bachelor of Arts, International Business and History

Ben Dutton Ben Dutton Greater Boston Area Details
Ben Dutton's Wellington Management Experience July 2013 - Present
Job Vice President, Manager Cash Services
Industry Investment Management
Experience
Wellington Management   July 2013 - Present
Wellington Management   October 2005 - July 2013
Investors Bank & Trust  July 1999 - October 2005

Education
Suffolk University - Sawyer Business School   2006 — 2009
Masters, Business Administration - Finance

Assumption College   1995 — 1999
B.S, Marketing and Finance

Gregory Smyth Gregory Smyth Greater Boston Area Details
Gregory Smyth's Wellington Management Experience November 2010 - Present
Job Investor Service Associate at Wellington Management
Industry Investment Management
Experience
Wellington Management   November 2010 - Present
Citigroup  June 2010 - August 2010
Northwestern Mutual  May 2009 - December 2009
Massachusetts State Treasury  June 2008 - September 2008

Education
Babson College   2006 — 2010
Bachelors, Finance

Daniel Cook, CFA Daniel Cook, CFA Greater Boston Area Details
Daniel Cook, CFA's Wellington Management Experience
Job Asset Allocation Analyst
Industry Investment Management
Experience
Wellington Management  

Education
Bates College   2005 — 2009
Economics, Mathematics

Meng Grace Qiu Meng Grace Qiu Greater Boston Area Details
Meng Grace Qiu's Wellington Management Experience August 2014 - Present
Job Staff Accountant at Wellington Management
Industry Accounting
Experience
Wellington Management   August 2014 - Present
Gosule Butkus & Jesson CPA LLP   July 2013 - Present
Z&Z Accounting Services LLC  January 2013 - June 2013
Citi  July 2011 - September 2011
Kuehne + Nagel  January 2011 - June 2011
Kuehne + Nagel  May 2010 - August 2010
China Construction Bank  May 2009 - August 2009

Skills
ProSeries, Tax Returns, Tax Advisory, Accounts Payable, Client Billing, CIEL, QuickBooks, Microsoft Office, Mac OS X, Accounting, Tax, US GAAP, Financial Statements, Financial Analysis, GAAP, CPA, Auditing, Dependable Team Player

Education
Boston College   2012 — 2013
Master of Science (MS), Accounting

The Ohio State University   2010 — 2012
Bachelor of Science (BS), Accounting

Audencia Nantes Ecole de Management   2011 — 2011
Summer Study Abroad, European Economic/Politics

San Diego State University-California State University   2009 — 2009
Exchange Student, Accounting

Edward Stec Edward Stec Greater Minneapolis-St. Paul Area Details
Edward Stec's Wellington Management Experience November 2004 - July 2005
Job Territory Manager North Central Region at Nesco Sales and Rentals
Industry Construction
Experience
Nesco Sales and rentals   June 2011 - Present
NESCO Rentals  June 2011 - Present
Graham Construction Services, Inc   September 2008 - October 2011
New Marshall High School   September 2008 - September 2010
BOR-SON Construction, Inc   March 2004 - September 2008
M Security Forces Operations Center   July 2007 - April 2008
St. Anne's Senior Housing Facility   August 2006 - September 2007
Rainbow Development   February 2006 - November 2006
CSM Corporation  January 2006 - July 2006
Wellington Management   November 2004 - July 2005

Skills
Manufacturing, Construction Management, Pre-construction, Construction, Contract Negotiation, Value Engineering, Contract Management, Contractors, Project Management, Change Orders, Project Planning, Project Estimation

Education
Augsburg College   1986 — 1988
Business Administration / Management

College of DuPage
Liberal Arts

University of Illinois at Urbana-Champaign
Engineering Curriculum

Dave Siegle Dave Siegle Boston, Massachusetts Details
Dave Siegle's Wellington Management Experience August 2007 - Present
Job
Industry Investment Management
Experience
Wellington Management   August 2007 - Present
Wellington Management   August 2003 - August 2007

Education
Amherst College   1997 — 2001
History, Economics

Dinu Ghilas Dinu Ghilas Greater Boston Area Details
Dinu Ghilas's Wellington Management Experience March 2014 - Present
Job Performance Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management   March 2014 - Present
Wellington Management   June 2012 - June 2013
INcxo   March 2012 - June 2012
Hess Corporation  January 2010 - August 2011

Skills
Economics, Project Management, Leadership, Business Analysis, Corporate Finance, Customer Service, Energy, Research, Marketing, Microsoft Excel, SAP, Microsoft Office, Contract Management, Completion, Sales Management, Social Media

Education
Northeastern University - Graduate School of Business Administration   2011 — 2013
Master of Business Administration, Business Administration - Finance

American University in Bulgaria   2004 — 2008
Bachelor of Arts, Business Administration, Economics, Information Systems

Kristin Doucette Schirf Kristin Doucette Schirf Greater Boston Area Details
Kristin Doucette Schirf's Wellington Management Experience 2007 - 2012
Job CPA, MST
Industry Investment Management
Experience
Wellington Management   2007 - 2012
Eaton Vance  2004 - 2006
Ziner, Kennedy and Lehan, LLP   1998 - 2004

Education
Bentley College - Elkin B. McCallum Graduate School of Business   2004 — 2006
MST, Taxation

Stonehill College   1994 — 1998
BSBA, Accounting

Halima Kadiri Halima Kadiri Dracut, Massachusetts Details
Halima Kadiri's Wellington Management Experience September 2010 - Present
Job Operations Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management   September 2010 - Present
Wellington Management Company  August 2005 - July 2007

Skills
Bloomberg, Hedge Funds, Fixed Income, Equities, Derivatives, Asset Management, Alternative Investments, Securities

Education
Boston University   2003 — 2005
MSc, Financial Economics

Federal University of Technology Minna

Nata Orisma, MA Nata Orisma, MA Boston, Massachusetts Details
Nata Orisma, MA's Wellington Management Experience May 2014 - Present
Job Administrative Assistant at Wellington Management Company
Industry Investment Banking
Experience
Wellington Management   May 2014 - Present
Partners In Health  August 2013 - May 2014
Lenscrafters  January 2007 - May 2014
USAID  July 2012 - August 2013
American University  August 2010 - May 2012
Hunt Alternatives Fund  June 2011 - August 2011
American University  May 2011 - August 2011
Pan-American Health Organization  December 2010 - March 2011

Skills
Program Management, Event Planning, Grant Writing, Research, Web Development, Logistics Management, Team Leadership, Supervisory Experience, Policy Writing, International Relations, International..., International Human..., Conflict Resolution, Community Outreach, Policy Analysis, Political Science, Public Policy

Education
American University   2010 — 2012
Master's degree, Ethics, Peace and Global Affairs

Boston College   2006 — 2010
Political Science, International Studies

Vamsi Vangala Vamsi Vangala Framingham, Massachusetts Details
Vamsi Vangala's Wellington Management Experience May 2014 - Present
Job Sr. Systems Engineer
Industry Information Technology and Services
Experience
Wellington Management   May 2014 - Present

Skills
Active Directory, Windows 7, Windows Server, Operating Systems, VBScript, Desktop Deployment, Windows XP, Windows, Infrastructure, SCCM

Education
Vasavi College Of Engineering   2001 — 2005
Bachelor of Engineering (BEng), Computer Science

Bob Corbett Bob Corbett Greater Boston Area Details
Bob Corbett's Wellington Management Experience February 2013 - Present
Job AVP, Platform Services Storage & Recovery Lead at Wellington Management
Industry Information Technology and Services
Experience
Wellington Management   February 2013 - Present
EMC Corporation  June 2010 - February 2013
State Street Global Advisors  May 2008 - June 2010
EMC Corporation  January 2004 - May 2008
EMC Corporation  January 1999 - January 2004

Skills
SAN, Clariion, NAS, NetApp, VMware

Education
Northeastern University   2003 — 2010
BSET Computer Engineering Technology

Boston University   2002 — 2003
Certificate, UNIX Administration

Northern Essex Community College   1997 — 1999
Associate of Science (AS), Computer Science

Arizona State University   1994 — 1995
Mechanical Engineering

Bentley University
Finance

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