Wellington Management
Industry: Private investment management company
DescriptionWellington 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
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
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
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
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
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
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
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
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
Wellington Management Field Sales HelpdeskJohnson & Johnson2006 - 2011
Johnson & Johnson 2006 - 2011
Skills
Computer Hardware, Printer Support, Badminton
Education
Atlantic Union College
Computer Science
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.)
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
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
Wellington Management August 2011 - Present
KPMG September 2005 - July 2011
Education
Babson College 2001 — 2005
BS Business Management, Accounting
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Wellington Management November 2007 - Present
Education
Babson College - Franklin W. Olin Graduate School of Business 2005 — 2007
MBA
Trinity College-Hartford 1995 — 1999
BA
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Eaton Vance August 2000 - March 2013
Wellington Management May 1998 - August 2000
Education
Bates College 1988 — 1992
BA
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
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:
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
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
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
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
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
Wellington Management
Education
Bates College 2005 — 2009
Economics, Mathematics
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
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
Wellington Management August 2007 - Present
Wellington Management August 2003 - August 2007
Education
Amherst College 1997 — 2001
History, Economics
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
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
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
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
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
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