Wellington Management Company
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 (Jul 1, 2014–) Headquarters: Boston, MA Number of employees: 2,227 (2017) Founder: Walter L. Morgan Founded: 1928, Philadelphia, PA
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Wellington Management Company Employees
Employee
Years
Job
Industry
Dana Montanari, CPC Dana Montanari, CPC's Wellington Management Company Experience July 1994 - September 2000
Job Principal and Consultant at MONTANARI HR CONSULTING
Industry Human Resources
Experience
MONTANARI HR CONSULTING May 2015 - Present
Expedia, Inc. October 2014 - April 2015
Alere Inc. July 2013 - June 2014
Alere, Inc. September 2009 - June 2013
Free & Clear Inc. November 2007 - September 2009
Free & Clear January 2006 - October 2007
Free & Clear Inc. November 2003 - December 2005
Montanari HR Consulting October 2002 - October 2003
Zygo TeraOptix October 2000 - September 2002
Wellington Management Company July 1994 - September 2000
Skills
Employee Engagement, Employee Relations, Employee Benefits, Performance Management, Talent Management, Workforce Development, Training & Development, Organizational..., Benefits Administration, Employee Training, Onboarding, Human Resources, Leadership Development, Talent Acquisition, New Hire Orientations, Employer Branding, Recruiting, HRIS, Training, Interviews, Strategy, Applicant Tracking..., College Recruiting, Temporary Placement, HR Policies, Resume Writing, Technical Recruiting, Workforce Planning, Executive Coaching, Hiring, Strategic Human..., Conflict Resolution, Coaching, Personnel Management, Leadership, Change Management, Management, Succession Planning, Strategic Planning, Team Building, Mentoring, Executive Management
Education
Goddard College 2014 — 2016
Master's Degree, Creative Writing
Northeastern University
BS, Business Administration
University of Strathclyde, Glasgow, Scotland, UK
Certificate, Professional Coaching
Boston College
Certificate, Human Resources
Predictive Index Institute
Certificate, Predictive Index Certification
MONTANARI HR CONSULTING May 2015 - Present
Expedia, Inc. October 2014 - April 2015
Alere Inc. July 2013 - June 2014
Alere, Inc. September 2009 - June 2013
Free & Clear Inc. November 2007 - September 2009
Free & Clear January 2006 - October 2007
Free & Clear Inc. November 2003 - December 2005
Montanari HR Consulting October 2002 - October 2003
Zygo TeraOptix October 2000 - September 2002
Wellington Management Company July 1994 - September 2000
Skills
Employee Engagement, Employee Relations, Employee Benefits, Performance Management, Talent Management, Workforce Development, Training & Development, Organizational..., Benefits Administration, Employee Training, Onboarding, Human Resources, Leadership Development, Talent Acquisition, New Hire Orientations, Employer Branding, Recruiting, HRIS, Training, Interviews, Strategy, Applicant Tracking..., College Recruiting, Temporary Placement, HR Policies, Resume Writing, Technical Recruiting, Workforce Planning, Executive Coaching, Hiring, Strategic Human..., Conflict Resolution, Coaching, Personnel Management, Leadership, Change Management, Management, Succession Planning, Strategic Planning, Team Building, Mentoring, Executive Management
Education
Goddard College 2014 — 2016
Master's Degree, Creative Writing
Northeastern University
BS, Business Administration
University of Strathclyde, Glasgow, Scotland, UK
Certificate, Professional Coaching
Boston College
Certificate, Human Resources
Predictive Index Institute
Certificate, Predictive Index Certification
Eric Dyer Eric Dyer's Wellington Management Company Experience January 2011 - July 2011
Job Analyst at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs June 2013 - Present
Northeastern University Collegiate Alternative Investments Summit March 2012 - Present
SCS Financial January 2012 - August 2012
Wellington Management Company January 2011 - July 2011
State Street Corporation January 2010 - June 2010
Viaflo Corp. May 2007 - August 2009
Skills
Bloomberg Terminal, Microsoft Excel, Microsoft Word, Microsoft Office, Bloomberg, Trade Operations, PerTrac, Morningstar Direct, Bonds, Finance, Securities, Outlook, Valuation, Access, Fund Accounting
Education
Northeastern University 2008 — 2013
Bachelor of Science in Business Administration, Dual Concentration in Finance and Entrepreneurship, magna cum laude
Goldman Sachs June 2013 - Present
Northeastern University Collegiate Alternative Investments Summit March 2012 - Present
SCS Financial January 2012 - August 2012
Wellington Management Company January 2011 - July 2011
State Street Corporation January 2010 - June 2010
Viaflo Corp. May 2007 - August 2009
Skills
Bloomberg Terminal, Microsoft Excel, Microsoft Word, Microsoft Office, Bloomberg, Trade Operations, PerTrac, Morningstar Direct, Bonds, Finance, Securities, Outlook, Valuation, Access, Fund Accounting
Education
Northeastern University 2008 — 2013
Bachelor of Science in Business Administration, Dual Concentration in Finance and Entrepreneurship, magna cum laude
Wiseline Isidore Wiseline Isidore's Wellington Management Company Experience February 2013 - July 2013
Job
Industry Information Technology and Services
Experience
Partners HealthCare November 2013 - Present
Wellington Management Company February 2013 - July 2013
The Children's Place September 2010 - October 2012
Skills
Microsoft Office, Teamwork, Note Taking, Troubleshooting, French - speaking, Haitian Creole, Technical Support, Customer Service, Outlook, Windows, Time Management, Windows 7, PowerPoint, Microsoft Word, Training, Microsoft Excel, Hardware, Access, Sales, Printers, Computer Hardware, Desktop Computers, Microsoft Office 2007, SharePoint
Education
Cambridge College 2012 — 2013
Business Management
Year Up, Inc 2012 — 2013
Information Technology
Benjamin Franklin Institute of Technology 2008 — 2009
Certification, Pharmacy Technician/Assistant
Partners HealthCare November 2013 - Present
Wellington Management Company February 2013 - July 2013
The Children's Place September 2010 - October 2012
Skills
Microsoft Office, Teamwork, Note Taking, Troubleshooting, French - speaking, Haitian Creole, Technical Support, Customer Service, Outlook, Windows, Time Management, Windows 7, PowerPoint, Microsoft Word, Training, Microsoft Excel, Hardware, Access, Sales, Printers, Computer Hardware, Desktop Computers, Microsoft Office 2007, SharePoint
Education
Cambridge College 2012 — 2013
Business Management
Year Up, Inc 2012 — 2013
Information Technology
Benjamin Franklin Institute of Technology 2008 — 2009
Certification, Pharmacy Technician/Assistant
Suzanne Matta Suzanne Matta's Wellington Management Company Experience April 2013 - November 2013
Job Financial services consultant
Industry Information Technology and Services
Experience
IMP Consults December 2013 - Present
Wellington Management Company April 2013 - November 2013
Charles River Development February 2006 - April 2013
American Express 2005 - 2006
Evergreen Investments 2000 - 2005
Pioneer Investments 1996 - 2000
Keystone Investments March 1990 - 1996
Skills
Mutual Funds, Derivatives, Equities, Bloomberg, Asset Managment, Investment Management, Investments, Financial Markets, Financial Services, Options, Financial Risk, Trading, Portfolio Management, Risk Management, Wealth Management, Series 7, AML, Capital Markets, UCITS, Back Office
Education
Boston College 1984 — 1988
BA, Business Finance
IMP Consults December 2013 - Present
Wellington Management Company April 2013 - November 2013
Charles River Development February 2006 - April 2013
American Express 2005 - 2006
Evergreen Investments 2000 - 2005
Pioneer Investments 1996 - 2000
Keystone Investments March 1990 - 1996
Skills
Mutual Funds, Derivatives, Equities, Bloomberg, Asset Managment, Investment Management, Investments, Financial Markets, Financial Services, Options, Financial Risk, Trading, Portfolio Management, Risk Management, Wealth Management, Series 7, AML, Capital Markets, UCITS, Back Office
Education
Boston College 1984 — 1988
BA, Business Finance
Sarah N. Samuels, CFA Sarah N. Samuels, CFA's Wellington Management Company Experience April 2006 - May 2010
Job Deputy Chief Investment Officer at Massachusetts Pension Reserves Investment Management
Industry Investment Management
Experience
Massachusetts Pension Reserves Investment Management April 2015 - Present
Massachusetts Pension Reserves Investment Management November 2013 - April 2015
Massachusetts Pension Reserves Investment Management January 2013 - November 2013
Massachusetts Pension Reserves Investment Management June 2011 - December 2012
Boston Advisors May 2010 - June 2011
Wellington Management Company April 2006 - May 2010
Wellington Management August 2004 - April 2006
Skills
Asset Allocation, Asset Managment, Bloomberg, Fixed Income, Investments, Equities, Investment Management, Investment Strategies, Portfolio Management, Capital Markets, Private Equity, Derivatives, Asset Management
Education
Boston University Graduate School of Management 2008 — 2011
Master of Business Administration, Finance Concentration
University of New Hampshire 2000 — 2004
BA
Massachusetts Pension Reserves Investment Management April 2015 - Present
Massachusetts Pension Reserves Investment Management November 2013 - April 2015
Massachusetts Pension Reserves Investment Management January 2013 - November 2013
Massachusetts Pension Reserves Investment Management June 2011 - December 2012
Boston Advisors May 2010 - June 2011
Wellington Management Company April 2006 - May 2010
Wellington Management August 2004 - April 2006
Skills
Asset Allocation, Asset Managment, Bloomberg, Fixed Income, Investments, Equities, Investment Management, Investment Strategies, Portfolio Management, Capital Markets, Private Equity, Derivatives, Asset Management
Education
Boston University Graduate School of Management 2008 — 2011
Master of Business Administration, Finance Concentration
University of New Hampshire 2000 — 2004
BA
Dante Mancini, CPA Dante Mancini, CPA's Wellington Management Company Experience June 2011 - February 2014
Job Senior Consultant AERS Advisory group at Deloitte & Touche LLP
Industry Accounting
Experience
Deloitte & Touche February 2015 - Present
Wellington Management Company June 2011 - February 2014
Bentley University September 2009 - May 2011
Food Should Taste Good September 2010 - December 2010
Ameriprise Financial June 2010 - August 2010
Naturopathica June 2010 - August 2010
Naturopathica Holistic Health June 2010 - August 2010
Ameriprise Financial Services, Private Wealth Management June 2010 - August 2010
Staples March 2009 - May 2010
Ameriprise Financial September 2009 - March 2010
Skills
Finance, Financial Accounting, Accounting, Financial Statements, Tax, Payroll, Budgets, Mergers & Acquisitions, Management, Account Reconciliation, Fixed Assets, Financial Analysis, Financial Reporting, Microsoft Office
Education
Bentley University 2007 — 2011
BS, Corporate Finance and Accounting, 3.5
Suffolk University 2012 — 2015
MBA and MSA, Accounting and Finance, 3.8
Syosset Senior High School 2003 — 2007
Syosset High School
Deloitte & Touche February 2015 - Present
Wellington Management Company June 2011 - February 2014
Bentley University September 2009 - May 2011
Food Should Taste Good September 2010 - December 2010
Ameriprise Financial June 2010 - August 2010
Naturopathica June 2010 - August 2010
Naturopathica Holistic Health June 2010 - August 2010
Ameriprise Financial Services, Private Wealth Management June 2010 - August 2010
Staples March 2009 - May 2010
Ameriprise Financial September 2009 - March 2010
Skills
Finance, Financial Accounting, Accounting, Financial Statements, Tax, Payroll, Budgets, Mergers & Acquisitions, Management, Account Reconciliation, Fixed Assets, Financial Analysis, Financial Reporting, Microsoft Office
Education
Bentley University 2007 — 2011
BS, Corporate Finance and Accounting, 3.5
Suffolk University 2012 — 2015
MBA and MSA, Accounting and Finance, 3.8
Syosset Senior High School 2003 — 2007
Syosset High School
Kiera Malowitz Kiera Malowitz's Wellington Management Company Experience August 1998 - January 2001
Job MBA Senior Marketing Professional
Industry Consumer Goods
Experience
Elmer's Products, Inc. January 2014 - April 2014
Travelsofadam.com January 2013 - January 2014
Easy Travel Mom February 2012 - January 2014
Anchor Hocking January 2011 - December 2011
Bath & Body Works June 2008 - August 2009
PartyLite April 2004 - June 2008
PCi Corporation September 2002 - April 2004
Wellington Management Company August 1998 - January 2001
Skills
Product Management, Product Development, Competitive Analysis, Consumer Products, Forecasting, Cross-functional Team..., Product Marketing, Pricing, Strategic Planning, Marketing, Marketing Strategy, Merchandising, Strategy, B2B, Retail, Sales, Market Planning, Project Management, Brand Management, Project Planning, Analytics, Social Media, Advertising, Budgets
Education
Boston University - School of Management 2000 — 2002
Master of Business Administration, Marketing
The University of Texas at Austin - Red McCombs School of Business 1994 — 1998
Bachelor of Business Administration, Finance
Elmer's Products, Inc. January 2014 - April 2014
Travelsofadam.com January 2013 - January 2014
Easy Travel Mom February 2012 - January 2014
Anchor Hocking January 2011 - December 2011
Bath & Body Works June 2008 - August 2009
PartyLite April 2004 - June 2008
PCi Corporation September 2002 - April 2004
Wellington Management Company August 1998 - January 2001
Skills
Product Management, Product Development, Competitive Analysis, Consumer Products, Forecasting, Cross-functional Team..., Product Marketing, Pricing, Strategic Planning, Marketing, Marketing Strategy, Merchandising, Strategy, B2B, Retail, Sales, Market Planning, Project Management, Brand Management, Project Planning, Analytics, Social Media, Advertising, Budgets
Education
Boston University - School of Management 2000 — 2002
Master of Business Administration, Marketing
The University of Texas at Austin - Red McCombs School of Business 1994 — 1998
Bachelor of Business Administration, Finance
Marlene Rupp, CBCP's Wellington Management Company Experience September 2003 - May 2011
Job Vice President, Global Continuity Services at State Street
Industry Financial Services
Experience
State Street May 2011 - Present
Wellington Management Company September 2003 - May 2011
Fidelity Investments 1989 - 2003
The Computer Factory 1987 - 1989
Skills
Business Continuity, Risk Management, Vendor Management, Disaster Recovery, Business Continuity..., Program Management, Operational Risk..., Incident Management, Project Management, Risk Assessment, Relationship Management, Business Analysis, Enterprise Risk..., Emergency Management, Crisis Management, Management, Leadership, Governance, Security
Education
Fort Hays State University
Bachelor of Science, Education
State Street May 2011 - Present
Wellington Management Company September 2003 - May 2011
Fidelity Investments 1989 - 2003
The Computer Factory 1987 - 1989
Skills
Business Continuity, Risk Management, Vendor Management, Disaster Recovery, Business Continuity..., Program Management, Operational Risk..., Incident Management, Project Management, Risk Assessment, Relationship Management, Business Analysis, Enterprise Risk..., Emergency Management, Crisis Management, Management, Leadership, Governance, Security
Education
Fort Hays State University
Bachelor of Science, Education
Yaro Pan Yaro Pan's Wellington Management Company Experience June 2005 - Present
Job Managing Director and Equity Research Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management Company June 2005 - Present
Skills
Equity Research, Valuation, Financial Analysis, Investment Management, Industry Research, Data Analysis, Investments, Financial Modeling, Capital Markets
Education
Bowdoin College 2000 — 2004
BA, Economics & Government
Wellington Management Company June 2005 - Present
Skills
Equity Research, Valuation, Financial Analysis, Investment Management, Industry Research, Data Analysis, Investments, Financial Modeling, Capital Markets
Education
Bowdoin College 2000 — 2004
BA, Economics & Government
Scott Hildreth Scott Hildreth's Wellington Management Company Experience May 1994 - September 2003
Job SVP, Asset Allocation and Pyramis Technology at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2013 - April 2015
Fidelity Investments June 2012 - June 2013
Fidelity Investments August 2010 - June 2012
Fidelity Investments August 2007 - July 2010
Fidelity Investments December 2003 - July 2007
Wellington Management Company May 1994 - September 2003
Massachusetts Financial Services June 1988 - April 1994
Education
Northeastern University 1985 — 1990
BS, Computer Science
St. Bernard High School 1981 — 1985
Fidelity Investments June 2013 - April 2015
Fidelity Investments June 2012 - June 2013
Fidelity Investments August 2010 - June 2012
Fidelity Investments August 2007 - July 2010
Fidelity Investments December 2003 - July 2007
Wellington Management Company May 1994 - September 2003
Massachusetts Financial Services June 1988 - April 1994
Education
Northeastern University 1985 — 1990
BS, Computer Science
St. Bernard High School 1981 — 1985
Paula Dimidis Paula Dimidis's Wellington Management Company Experience 1998 - 2000
Job Bookkeeper at Birkholz and Company (Part Time)
Industry Accounting
Experience
Art beCAUSE Breast Cancer Foundation July 2015 - Present
Birkholz and Company July 2014 - Present
Dimidis and Sons Auto Service 2005 - Present
Your QB Guru, Inc. formerly Myrna F. Stacey, CPA May 2012 - August 2014
Unitarian Universalist Society of Wellesley Hills August 2011 - May 2012
Wellington Management Company 1998 - 2000
Hand in Hand Catalogue 1996 - 1998
Crittenton Women's Union 1994 - 1996
Skills
Bookkeeping, Quickbooks, Executive Level..., Customer Service, Research and Writing, Accounts Payable, QuickBooks, Research, Account Reconciliation, Bank Reconciliation, Payroll, Accounting, Financial Reporting, Tax Returns, General Ledger, Sales Tax
Education
Massachusetts Bay Community College 2009 — 2011
Certificate in Accounting, Accounting
Wellesley College 1986 — 1990
Bachelor of Arts (BA), French Language and Literature
Art beCAUSE Breast Cancer Foundation July 2015 - Present
Birkholz and Company July 2014 - Present
Dimidis and Sons Auto Service 2005 - Present
Your QB Guru, Inc. formerly Myrna F. Stacey, CPA May 2012 - August 2014
Unitarian Universalist Society of Wellesley Hills August 2011 - May 2012
Wellington Management Company 1998 - 2000
Hand in Hand Catalogue 1996 - 1998
Crittenton Women's Union 1994 - 1996
Skills
Bookkeeping, Quickbooks, Executive Level..., Customer Service, Research and Writing, Accounts Payable, QuickBooks, Research, Account Reconciliation, Bank Reconciliation, Payroll, Accounting, Financial Reporting, Tax Returns, General Ledger, Sales Tax
Education
Massachusetts Bay Community College 2009 — 2011
Certificate in Accounting, Accounting
Wellesley College 1986 — 1990
Bachelor of Arts (BA), French Language and Literature
Malenna Saunders Malenna Saunders's Wellington Management Company Experience August 2006 - August 2007
Job CEO Owner at Phoenyx Fitness
Industry Health, Wellness and Fitness
Experience
Phoenyx Fitness January 2010 - Present
JPMorgan Chase August 2007 - May 2011
Wellington Management Company August 2006 - August 2007
JPFAM February 2002 - August 2006
FIDELITY INVESMENTS September 2000 - February 2002
Skills
Equities, Health, Customer Relations, Social Media Marketing, Public Speaking, Program Management, Fitness Training, Email Marketing, Marketing Communications, Nutrition Consulting, Wellness Coaching, Group Exercise, Customer Service, Time Management, Fitness, Fixed Income, Business Development, Leadership, Nutrition, Social Networking, Entrepreneurship, Social Media, Insurance, Marketing, Trading, Mutual Funds, Facebook, Banking, Coaching, Personal Training, Online Marketing, Fundraising, Strategy, Mobile Marketing, FX Options, Weight Training, Corporations, Affiliate Marketing, Strength Training, Blogging, Strategic Partnerships
Education
Baylor University 1992 — 1997
Bachelor of Business, Administration; Real Estate
Phoenyx Fitness January 2010 - Present
JPMorgan Chase August 2007 - May 2011
Wellington Management Company August 2006 - August 2007
JPFAM February 2002 - August 2006
FIDELITY INVESMENTS September 2000 - February 2002
Skills
Equities, Health, Customer Relations, Social Media Marketing, Public Speaking, Program Management, Fitness Training, Email Marketing, Marketing Communications, Nutrition Consulting, Wellness Coaching, Group Exercise, Customer Service, Time Management, Fitness, Fixed Income, Business Development, Leadership, Nutrition, Social Networking, Entrepreneurship, Social Media, Insurance, Marketing, Trading, Mutual Funds, Facebook, Banking, Coaching, Personal Training, Online Marketing, Fundraising, Strategy, Mobile Marketing, FX Options, Weight Training, Corporations, Affiliate Marketing, Strength Training, Blogging, Strategic Partnerships
Education
Baylor University 1992 — 1997
Bachelor of Business, Administration; Real Estate
Barry Rosen Barry Rosen's Wellington Management Company Experience January 1997 - December 2000
Job Global Executive Architect / Chief Field Advocate at IBM
Industry Information Technology and Services
Experience
IBM January 2008 - Present
IBM May 2005 - December 2007
Ascential Software September 2003 - April 2005
Harte-Hanks Data Technologies January 2003 - August 2003
Investors Bank & Trust January 2001 - December 2002
Wellington Management Company January 1997 - December 2000
Fidelity Investments 1995 - 1997
Fidelity Investments January 1995 - December 1996
Epsilon Data Management January 1992 - December 1994
Raytheon Company 1986 - 1992
Skills
Big Data, Data Governance, Data Quality, Metadata Management, Business Intelligence, Analytics, Technical Architecture, Data Warehousing, Data Integration, Master Data Management, ETL, EIM, Data Modeling, Solution Architecture, Modeling, Data Management, OLAP, Enterprise Architecture, Database Design, Data Warehouse..., Datastage, Information Management, IT Governance, Databases, Data Mining, Requirements Analysis, IT Strategy, Business Architecture, Dashboards, Data Migration, Requirements Gathering, Architecture, Business Analysis, EAI, Enterprise Architect, Enterprise Risk..., Information Architecture, Technical Leadership, Enterprise Software, Oracle, Governance, Integration, CRM, Data Architecture, Architectures, SOA, Dashboard, DataStage, Cloud Computing
Education
Northeastern University 1989 — 1991
MS, Engineering Management / Computer Information Systems
Worcester Polytechnic Institute 1977 — 1981
BS, Chemical Engineering
Deering High 1974 — 1977
Diploma
IBM January 2008 - Present
IBM May 2005 - December 2007
Ascential Software September 2003 - April 2005
Harte-Hanks Data Technologies January 2003 - August 2003
Investors Bank & Trust January 2001 - December 2002
Wellington Management Company January 1997 - December 2000
Fidelity Investments 1995 - 1997
Fidelity Investments January 1995 - December 1996
Epsilon Data Management January 1992 - December 1994
Raytheon Company 1986 - 1992
Skills
Big Data, Data Governance, Data Quality, Metadata Management, Business Intelligence, Analytics, Technical Architecture, Data Warehousing, Data Integration, Master Data Management, ETL, EIM, Data Modeling, Solution Architecture, Modeling, Data Management, OLAP, Enterprise Architecture, Database Design, Data Warehouse..., Datastage, Information Management, IT Governance, Databases, Data Mining, Requirements Analysis, IT Strategy, Business Architecture, Dashboards, Data Migration, Requirements Gathering, Architecture, Business Analysis, EAI, Enterprise Architect, Enterprise Risk..., Information Architecture, Technical Leadership, Enterprise Software, Oracle, Governance, Integration, CRM, Data Architecture, Architectures, SOA, Dashboard, DataStage, Cloud Computing
Education
Northeastern University 1989 — 1991
MS, Engineering Management / Computer Information Systems
Worcester Polytechnic Institute 1977 — 1981
BS, Chemical Engineering
Deering High 1974 — 1977
Diploma
Bobbi Bloom's Wellington Management Company Experience 1993 - 1998
Job Web and Print Design Consultant and Professional
Industry Graphic Design
Experience
Bobbi Bloom Web & Print Design January 2009 - Present
Bobbi Bloom Web & Print Design, Southeast Florida February 2013 - May 2014
Spirit Health Group January 2012 - August 2012
Bobbi Bloom Web & Print Design 2009 - 2011
Babson College August 2008 - February 2009
Blue Cross Blue Shield of Massachusetts August 2007 - January 2008
Boston University November 2006 - June 2007
Foley Hoag LLP November 2002 - April 2006
Wellington Management Company 1993 - 1998
Skills
Brochures, Graphic Design, Posters, Direct Mail, Newsletters, Web design, html, css, javascript, Adobe Creative Suite, Annual Reports, Billboards, POP, Web Design, Typography, CSS, Corporate Identity, Layout, Advertising, Art Direction, Creative Direction, Marketing, Logo Design, Email Marketing, Corporate Branding, Magazines, Graphics, Brand Development, InDesign, Dreamweaver, Flash, Art, Illustrator, Mac
Education
Boston University 2008 — 2009
Certificate, Web Design, CDIA at Boston University
Emerson College 1981 — 1985
Bachelor of Science, Communications (television)
Bobbi Bloom Web & Print Design January 2009 - Present
Bobbi Bloom Web & Print Design, Southeast Florida February 2013 - May 2014
Spirit Health Group January 2012 - August 2012
Bobbi Bloom Web & Print Design 2009 - 2011
Babson College August 2008 - February 2009
Blue Cross Blue Shield of Massachusetts August 2007 - January 2008
Boston University November 2006 - June 2007
Foley Hoag LLP November 2002 - April 2006
Wellington Management Company 1993 - 1998
Skills
Brochures, Graphic Design, Posters, Direct Mail, Newsletters, Web design, html, css, javascript, Adobe Creative Suite, Annual Reports, Billboards, POP, Web Design, Typography, CSS, Corporate Identity, Layout, Advertising, Art Direction, Creative Direction, Marketing, Logo Design, Email Marketing, Corporate Branding, Magazines, Graphics, Brand Development, InDesign, Dreamweaver, Flash, Art, Illustrator, Mac
Education
Boston University 2008 — 2009
Certificate, Web Design, CDIA at Boston University
Emerson College 1981 — 1985
Bachelor of Science, Communications (television)
Karen Parker Feld Karen Parker Feld's Wellington Management Company Experience November 2000 - June 2006
Job Chief Executive Officer, KPF Global Investment Strategies
Industry Investment Management
Experience
KPF Global Investment Strategies September 2011 - Present
Artemis Financial Advisors July 2008 - September 2011
Harvard Management Company June 2006 - June 2008
Wellington Management Company November 2000 - June 2006
Chase Manhattan Bank 1997 - 2000
Council on Foreign Relations 1995 - 1997
Princeton University 1995 - 1996
International Monetary Fund 1991 - 1995
Skills
Investments, Management, Asset Managment, Foreign Exchange, Fixed Income, Finance, Alternative Investments, Hedge Funds, FX Options, Investment Management, FX trading, Global Macro, Financial Modeling, Investment Strategies, Equities, Asset Allocation, Capital Markets, Bonds, Bloomberg, Asset Management
Education
Stanford University 1986 — 1991
PhD, Economics & Food Research Institute
Princeton University 1981 — 1985
A.B., Economics & Public Policy
KPF Global Investment Strategies September 2011 - Present
Artemis Financial Advisors July 2008 - September 2011
Harvard Management Company June 2006 - June 2008
Wellington Management Company November 2000 - June 2006
Chase Manhattan Bank 1997 - 2000
Council on Foreign Relations 1995 - 1997
Princeton University 1995 - 1996
International Monetary Fund 1991 - 1995
Skills
Investments, Management, Asset Managment, Foreign Exchange, Fixed Income, Finance, Alternative Investments, Hedge Funds, FX Options, Investment Management, FX trading, Global Macro, Financial Modeling, Investment Strategies, Equities, Asset Allocation, Capital Markets, Bonds, Bloomberg, Asset Management
Education
Stanford University 1986 — 1991
PhD, Economics & Food Research Institute
Princeton University 1981 — 1985
A.B., Economics & Public Policy
Jackie Tomaselli's Wellington Management Company Experience 2005 - 2007
Job Program Manager, Clinical at inVentiv Health
Industry Human Resources
Experience
inVentiv Health October 2014 - Present
inVentiv Health September 2011 - Present
inVentiv Health April 2013 - October 2014
The Bubs Foundation September 2006 - June 2012
OSRAM SYLVANIA May 2010 - September 2011
OSRAM SYLVANIA March 2009 - December 2009
Tapestry Networks July 2007 - December 2008
Wellington Management Company 2005 - 2007
Brown Brothers Harriman 2004 - 2005
Skills
Employee Relations, Talent Acquisition, Customer Relations, Customer Service, Communication, Compliance, Employee Benefits, Background Checks, Event Planning, Event Management, Event Marketing, Organization, Training & Development, People Skills, Veteran Recruiting, Social Media, Public Speaking, Conducting Interviews, New Hire Orientation, Program Management, PeopleSoft, Leave Administration, Recruiting, New Hire Orientations
Education
Syracuse University 1999 — 2003
Bachelors, Music Industry
Boston University
Masters, Criminal Justice
inVentiv Health October 2014 - Present
inVentiv Health September 2011 - Present
inVentiv Health April 2013 - October 2014
The Bubs Foundation September 2006 - June 2012
OSRAM SYLVANIA May 2010 - September 2011
OSRAM SYLVANIA March 2009 - December 2009
Tapestry Networks July 2007 - December 2008
Wellington Management Company 2005 - 2007
Brown Brothers Harriman 2004 - 2005
Skills
Employee Relations, Talent Acquisition, Customer Relations, Customer Service, Communication, Compliance, Employee Benefits, Background Checks, Event Planning, Event Management, Event Marketing, Organization, Training & Development, People Skills, Veteran Recruiting, Social Media, Public Speaking, Conducting Interviews, New Hire Orientation, Program Management, PeopleSoft, Leave Administration, Recruiting, New Hire Orientations
Education
Syracuse University 1999 — 2003
Bachelors, Music Industry
Boston University
Masters, Criminal Justice
Frank Cimini's Wellington Management Company Experience November 2003 - September 2006
Job Sr. Market Data Analyst at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management May 2009 - Present
Harvard Management Company September 2006 - March 2009
Wellington Management Company November 2003 - September 2006
Ajilon Consulting 2002 - 2003
Genuity 1999 - 2001
Bolt Beranek & Newman 1987 - 2001
Genuity (formerly GTE Internetworking and BBN) 1987 - 2001
Genuity/BBN 1987 - 2001
ADP 1969 - 1982
Skills
Bloomberg, Fixed Income, Equities, Asset Managment, Trading, Active Directory, Disaster Recovery, Portfolio Management, Trading Systems, Market Data, Hardware, Hedge Funds, System Administration, Technical Support, SDLC, Equity Trading, Vendor Management, Microsoft Exchange, Troubleshooting, Electronic Trading, Firewalls, Financial Services, Risk Management, Business Analysis, Derivatives, Financial Markets, Securities, Reference Data, Middle Office, Corporate Actions, Mutual Funds, Back Office, Asset Management
Education
Bentley University
bs
MFS Investment Management May 2009 - Present
Harvard Management Company September 2006 - March 2009
Wellington Management Company November 2003 - September 2006
Ajilon Consulting 2002 - 2003
Genuity 1999 - 2001
Bolt Beranek & Newman 1987 - 2001
Genuity (formerly GTE Internetworking and BBN) 1987 - 2001
Genuity/BBN 1987 - 2001
ADP 1969 - 1982
Skills
Bloomberg, Fixed Income, Equities, Asset Managment, Trading, Active Directory, Disaster Recovery, Portfolio Management, Trading Systems, Market Data, Hardware, Hedge Funds, System Administration, Technical Support, SDLC, Equity Trading, Vendor Management, Microsoft Exchange, Troubleshooting, Electronic Trading, Firewalls, Financial Services, Risk Management, Business Analysis, Derivatives, Financial Markets, Securities, Reference Data, Middle Office, Corporate Actions, Mutual Funds, Back Office, Asset Management
Education
Bentley University
bs
Katharine O'Hare Katharine O'Hare's Wellington Management Company Experience January 2012 - June 2012
Job Global Trading Business Associate at Wellington Management
Industry Financial Services
Experience
Wellington Management July 2014 - Present
Wellington Management January 2013 - April 2014
Wellington Management Company January 2012 - June 2012
- May 2011 - August 2011
Skills
Microsoft Excel, Microsoft SQL Server, Networking, Accounting, Investments, Databases, Finance, Fixed Income, Trading, Access, Bloomberg
Education
Northeastern University 2010 — 2014
Bachelor of Science Degree, Business Administration; Finance
American University of Paris
Finance
Red Bank Catholic High School 2006 — 2010
High School Diploma
Wellington Management July 2014 - Present
Wellington Management January 2013 - April 2014
Wellington Management Company January 2012 - June 2012
- May 2011 - August 2011
Skills
Microsoft Excel, Microsoft SQL Server, Networking, Accounting, Investments, Databases, Finance, Fixed Income, Trading, Access, Bloomberg
Education
Northeastern University 2010 — 2014
Bachelor of Science Degree, Business Administration; Finance
American University of Paris
Finance
Red Bank Catholic High School 2006 — 2010
High School Diploma
Linda Yang Linda Yang's Wellington Management Company Experience October 2007 - September 2010
Job Business Operations
Industry Computer Software
Experience
Mission Hub LLC (MissionHUB) July 2015 - Present
The Town Kitchen January 2015 - March 2015
MotherCoders May 2014 - July 2014
AeroFS - We're hiring! April 2012 - April 2014
Hub Bay Area January 2012 - April 2012
Samasource September 2010 - August 2011
Wellington Management Company October 2007 - September 2010
Third Wave Foundation August 2005 - July 2007
Carnegie Mellon University May 2005 - August 2005
M&R Strategic Services 2002 - 2003
Skills
project management, Event Planning, New Business Development, Volunteer Management, Non-profits, Research, Fundraising, Nonprofits, Project Management, Distributed File Systems, Social Media, Management, Marketing, Community Outreach
Education
Carnegie Mellon University 2001 — 2005
BS, Business Admin. and International Relations
IES Abroad 2004 — 2004
Study Abroad - Vienna
Stuyvesant 1997 — 2001
Hunter College High School 1995 — 1997
Mission Hub LLC (MissionHUB) July 2015 - Present
The Town Kitchen January 2015 - March 2015
MotherCoders May 2014 - July 2014
AeroFS - We're hiring! April 2012 - April 2014
Hub Bay Area January 2012 - April 2012
Samasource September 2010 - August 2011
Wellington Management Company October 2007 - September 2010
Third Wave Foundation August 2005 - July 2007
Carnegie Mellon University May 2005 - August 2005
M&R Strategic Services 2002 - 2003
Skills
project management, Event Planning, New Business Development, Volunteer Management, Non-profits, Research, Fundraising, Nonprofits, Project Management, Distributed File Systems, Social Media, Management, Marketing, Community Outreach
Education
Carnegie Mellon University 2001 — 2005
BS, Business Admin. and International Relations
IES Abroad 2004 — 2004
Study Abroad - Vienna
Stuyvesant 1997 — 2001
Hunter College High School 1995 — 1997
Selwyn Notelovitz Selwyn Notelovitz's Wellington Management Company Experience November 2004 - December 2011
Job Deputy CCO and Vice President at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors December 2012 - Present
Hilltop Consulting LLC May 2012 - December 2012
Wellington Management Company November 2004 - December 2011
Charles Schwab August 2000 - October 2004
Bank of America April 1994 - August 2000
U.S. Securities & Exchange Commission 1987 - 1994
Skills
Securities, Asset Managment, Financial Services, Investments, Banking, Legal Advice, Investment Company Act, FINRA, AML, Broker-Dealer, Securities Regulation, Investment Advisers Act, Hedge Funds, Operational Risk...
Education
Georgetown University Law Center 1992 — 1994
LL.M., Securities
University of Florida - Fredric G. Levin College of Law 1983 — 1986
JD, Law
University of Florida 1979 — 1983
BA, Political Science
Dimensional Fund Advisors December 2012 - Present
Hilltop Consulting LLC May 2012 - December 2012
Wellington Management Company November 2004 - December 2011
Charles Schwab August 2000 - October 2004
Bank of America April 1994 - August 2000
U.S. Securities & Exchange Commission 1987 - 1994
Skills
Securities, Asset Managment, Financial Services, Investments, Banking, Legal Advice, Investment Company Act, FINRA, AML, Broker-Dealer, Securities Regulation, Investment Advisers Act, Hedge Funds, Operational Risk...
Education
Georgetown University Law Center 1992 — 1994
LL.M., Securities
University of Florida - Fredric G. Levin College of Law 1983 — 1986
JD, Law
University of Florida 1979 — 1983
BA, Political Science
Martha Millican's Wellington Management Company Experience November 1987 - December 2010
Job Director of Client Service at Saltonstall & Co. LLP
Industry Financial Services
Experience
Saltonstall & Co. LLP October 2011 - Present
Wellington Management Company November 1987 - December 2010
Atlantic Investment Advisors 1990 - 1998
Weston Financial Group January 1987 - November 1987
Lexington Savings Bank January 1986 - January 1987
Mintz Levin 1984 - 1985
Skills
Solution Design, Salary Negotiation, Investments, Client Service, Portfolio Management, Recruiting, Business Continuity..., Equities, Hedge Funds, Relationship Management, Trading, Project Management, Employee Benefits, Wealth Management, Trading Systems, Financial Services, Asset Management, Managerial Skills, Fixed Income
Education
Hobart and William Smith Colleges 1982 — 1986
BA, Sociology and Women's Studies
Winchester High School
Saltonstall & Co. LLP October 2011 - Present
Wellington Management Company November 1987 - December 2010
Atlantic Investment Advisors 1990 - 1998
Weston Financial Group January 1987 - November 1987
Lexington Savings Bank January 1986 - January 1987
Mintz Levin 1984 - 1985
Skills
Solution Design, Salary Negotiation, Investments, Client Service, Portfolio Management, Recruiting, Business Continuity..., Equities, Hedge Funds, Relationship Management, Trading, Project Management, Employee Benefits, Wealth Management, Trading Systems, Financial Services, Asset Management, Managerial Skills, Fixed Income
Education
Hobart and William Smith Colleges 1982 — 1986
BA, Sociology and Women's Studies
Winchester High School
Ann Anastasia, MSM, SPHR's Wellington Management Company Experience 2005 - 2007
Job Head of HR Americas & China
Industry Venture Capital & Private Equity
Experience
Advent International November 2009 - Present
Audax Group May 2007 - June 2009
Wellington Management Company 2005 - 2007
Partners Heathcare, Inc. 2003 - 2005
Keane 1998 - 2002
RFK Children's Action Corp June 1993 - May 1997
Education
Lesley University 2000 — 2002
MSM, Human Resources
Providence College 1993 — 1997
B.S., Finance
University of Pennsylvania - The Wharton School
CEBS - GBA
Advent International November 2009 - Present
Audax Group May 2007 - June 2009
Wellington Management Company 2005 - 2007
Partners Heathcare, Inc. 2003 - 2005
Keane 1998 - 2002
RFK Children's Action Corp June 1993 - May 1997
Education
Lesley University 2000 — 2002
MSM, Human Resources
Providence College 1993 — 1997
B.S., Finance
University of Pennsylvania - The Wharton School
CEBS - GBA
Lori Helwing Lori Helwing's Wellington Management Company Experience December 1999 - January 2007
Job US Economist at Point72 Asset Management
Industry Financial Services
Experience
Point72 Asset Management L.P. March 2010 - Present
Merrill Lynch June 2008 - February 2010
Wellington Management Company December 1999 - January 2007
Wellington Management Company December 1998 - December 1999
Adams, Harkness & Hill October 1997 - December 1998
Skills
Economics, Macroeconomics, Investment Management, Asset Management, Econometrics, Hedge Funds, Global Macro, Forecasting, Fixed Income, Analysis, Emerging Markets, Equity Research, Investments, Portfolio Management, Financial Markets, Equities
Education
Boston University 2007 — 2008
MA Candidate
Hobart and William Smith Colleges 1993 — 1997
BA
Point72 Asset Management L.P. March 2010 - Present
Merrill Lynch June 2008 - February 2010
Wellington Management Company December 1999 - January 2007
Wellington Management Company December 1998 - December 1999
Adams, Harkness & Hill October 1997 - December 1998
Skills
Economics, Macroeconomics, Investment Management, Asset Management, Econometrics, Hedge Funds, Global Macro, Forecasting, Fixed Income, Analysis, Emerging Markets, Equity Research, Investments, Portfolio Management, Financial Markets, Equities
Education
Boston University 2007 — 2008
MA Candidate
Hobart and William Smith Colleges 1993 — 1997
BA
Lorri Brown Lorri Brown's Wellington Management Company Experience June 2012 - January 2014
Job Regulatory Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management January 2014 - Present
Wellington Management Company June 2012 - January 2014
ATC Associates Inc January 2008 - June 2012
Shaw's Supermarkets May 1999 - May 2009
Skills
Microsoft Office, Deltek
Education
Salem State University 2002 — 2007
B.S., Communications/Public Relations
Wellington Management January 2014 - Present
Wellington Management Company June 2012 - January 2014
ATC Associates Inc January 2008 - June 2012
Shaw's Supermarkets May 1999 - May 2009
Skills
Microsoft Office, Deltek
Education
Salem State University 2002 — 2007
B.S., Communications/Public Relations
Brian Droney's Wellington Management Company Experience December 2008 - July 2009
Job Lead Financial Analyst at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group July 2014 - Present
The Boston Consulting Group November 2011 - July 2014
State Street Bank May 2011 - November 2011
State Street Bank May 2010 - May 2011
CSN Stores October 2009 - May 2011
Wellington Management Company December 2008 - July 2009
Pro Cut May 2003 - January 2009
MFS Investment Management January 2008 - August 2008
State Street Bank & Trust January 2007 - August 2007
Skills
Data Analysis, Microsoft Excel, Financial Analysis, Accounting, Microsoft Office, Financial Modeling, PowerPoint, Bloomberg, Access, Investments, Bloomberg Terminal, Outlook, Management, Finance, Analysis
Education
Boston University 2013 — 2016
Master of Business Administration (M.B.A.), Business Strategy and Analysis
Northeastern University 2005 — 2010
Bachelor of Science Degree, Business Administration; Dual Finance and Accounting
Xaverian Brothers High School
Xaverian Brothers High School
The Boston Consulting Group July 2014 - Present
The Boston Consulting Group November 2011 - July 2014
State Street Bank May 2011 - November 2011
State Street Bank May 2010 - May 2011
CSN Stores October 2009 - May 2011
Wellington Management Company December 2008 - July 2009
Pro Cut May 2003 - January 2009
MFS Investment Management January 2008 - August 2008
State Street Bank & Trust January 2007 - August 2007
Skills
Data Analysis, Microsoft Excel, Financial Analysis, Accounting, Microsoft Office, Financial Modeling, PowerPoint, Bloomberg, Access, Investments, Bloomberg Terminal, Outlook, Management, Finance, Analysis
Education
Boston University 2013 — 2016
Master of Business Administration (M.B.A.), Business Strategy and Analysis
Northeastern University 2005 — 2010
Bachelor of Science Degree, Business Administration; Dual Finance and Accounting
Xaverian Brothers High School
Xaverian Brothers High School
Tom McGwire Tom McGwire's Wellington Management Company Experience July 2008 - December 2008
Job Project Associate at FABRIQUE Ltd.
Industry Import and Export
Experience
FABRIQUE Ltd. March 2014 - Present
Industrial Heater Corp September 2011 - March 2014
Grantham, Mayo, Van Otterloo & Co. January 2011 - June 2011
Brookstone International Group January 2010 - June 2010
Wellington Management Company July 2008 - December 2008
Vector Marketing June 2006 - January 2007
Skills
Licensed Real Estate..., Finance, Marketing Strategy, Bloomberg, Banking, Marketing, Sales, Investments, Mutual Funds, Customer Service, Financial Analysis, Microsoft Excel, Business Planning, PowerPoint
Education
Northeastern University 2006 — 2011
BS, International Business, Finance and East Asian Studies
Peking University 2009 — 2010
Economics, Doing Business in China
Branford High School 2002 — 2006
High School Diploma
FABRIQUE Ltd. March 2014 - Present
Industrial Heater Corp September 2011 - March 2014
Grantham, Mayo, Van Otterloo & Co. January 2011 - June 2011
Brookstone International Group January 2010 - June 2010
Wellington Management Company July 2008 - December 2008
Vector Marketing June 2006 - January 2007
Skills
Licensed Real Estate..., Finance, Marketing Strategy, Bloomberg, Banking, Marketing, Sales, Investments, Mutual Funds, Customer Service, Financial Analysis, Microsoft Excel, Business Planning, PowerPoint
Education
Northeastern University 2006 — 2011
BS, International Business, Finance and East Asian Studies
Peking University 2009 — 2010
Economics, Doing Business in China
Branford High School 2002 — 2006
High School Diploma
Al Tedesco Al Tedesco's Wellington Management Company Experience June 1999 - November 2000
Job Consultant/Program Manager at Blue Cross Blue Shield of Massachusetts
Industry Financial Services
Experience
Blue Cross Blue Shield of Massachusetts January 2014 - Present
LeapFrog Systems January 2014 - Present
State Street March 2012 - December 2013
BNY Mellon October 2011 - January 2012
CLT & Associates May 2011 - July 2011
Fidelity Investments September 2007 - February 2011
Fidelity Investments January 2006 - September 2007
Fidelity Investments November 2000 - December 2005
Wellington Management Company June 1999 - November 2000
Fidelity Investments December 1989 - June 1999
Skills
PMO, Disaster Recovery, ITIL, Risk Management, SDLC, IT Service Management, Vendor Management, Program Management, IT Strategy, Incident Management, Agile Project Management, Information Technology, Wealth Management, Software Project..., Release Management, Business Continuity, Governance, IT Management, E-commerce, DB2, SOA, Global Custody, IS Governance, Clearing, Counterparty Risk, Offshore Software..., Retail Brokerage, IT Risk, Critical Chain Project..., SWIFT messaging, Application Security, Disaster Preparedness, IBM Mainframe, B2B services, Financial Technology, Oracle, Fund Accounting, Service Continuity, IT Governance, Web Security, Risk Mitigation, Function Point Analysis, Exadata, Financial Services, Brokers, Chamber Music, Orchestral Music, Solution Architecture, Security, Agile Methodologies
Education
Boston University
B Music
Boston Latin School
Diploma
Tanglewood Music Center
Fellowship
Aspen Music Festival
Fellowship
Blue Cross Blue Shield of Massachusetts January 2014 - Present
LeapFrog Systems January 2014 - Present
State Street March 2012 - December 2013
BNY Mellon October 2011 - January 2012
CLT & Associates May 2011 - July 2011
Fidelity Investments September 2007 - February 2011
Fidelity Investments January 2006 - September 2007
Fidelity Investments November 2000 - December 2005
Wellington Management Company June 1999 - November 2000
Fidelity Investments December 1989 - June 1999
Skills
PMO, Disaster Recovery, ITIL, Risk Management, SDLC, IT Service Management, Vendor Management, Program Management, IT Strategy, Incident Management, Agile Project Management, Information Technology, Wealth Management, Software Project..., Release Management, Business Continuity, Governance, IT Management, E-commerce, DB2, SOA, Global Custody, IS Governance, Clearing, Counterparty Risk, Offshore Software..., Retail Brokerage, IT Risk, Critical Chain Project..., SWIFT messaging, Application Security, Disaster Preparedness, IBM Mainframe, B2B services, Financial Technology, Oracle, Fund Accounting, Service Continuity, IT Governance, Web Security, Risk Mitigation, Function Point Analysis, Exadata, Financial Services, Brokers, Chamber Music, Orchestral Music, Solution Architecture, Security, Agile Methodologies
Education
Boston University
B Music
Boston Latin School
Diploma
Tanglewood Music Center
Fellowship
Aspen Music Festival
Fellowship
Julie Putnam Julie Putnam's Wellington Management Company Experience 2001 - 2006
Job Marketing Knowledgebase Professional
Industry Financial Services
Experience
Standard Life Investments September 2008 - January 2009
Fidelity Investments May 2006 - October 2007
Pyramis Global Advisors 2006 - 2007
Wellington Management Company 2001 - 2006
Wellington Management Company 2001 - 2006
MGC, Inc. January 1999 - April 2001
Education
Simmons College 2002 — 2007
MCM, Communications Management
University of Massachusetts Boston
BA, English
Standard Life Investments September 2008 - January 2009
Fidelity Investments May 2006 - October 2007
Pyramis Global Advisors 2006 - 2007
Wellington Management Company 2001 - 2006
Wellington Management Company 2001 - 2006
MGC, Inc. January 1999 - April 2001
Education
Simmons College 2002 — 2007
MCM, Communications Management
University of Massachusetts Boston
BA, English
Joseph Centeio Joseph Centeio's Wellington Management Company Experience February 2001 - January 2010
Job IST Management Services Site Manager
Industry Financial Services
Experience
WELLINGTON MANAGEMENT COMPANY February 2001 - January 2010
Semper International 1998 - 2010
Zip Realty 2006 - 2008
PEROT SYSTEMS January 1999 - January 2001
LPL Financial January 1998 - January 1999
LPL Financial January 1998 - January 1999
Cambridge Associates January 1997 - January 1998
MERRILL COPORATION January 1996 - January 1997
JOHN HANCOCK MUTUAL FUNDS INC January 1993 - January 1996
Pitney Bowes Management Services January 1990 - January 1993
Skills
Microsoft Office, Customer Service, Sales, Outlook, Real Estate, Printers, Purchasing, Networking, FTP, Maintenance & Repair, Microsoft Excel, Access, Team Leadership, Leadership, Team Building, Marketing, Management, Software Documentation, Vendor Management, Training, Process Improvement, Security
Education
Northeastern University 1994 — 2012
BSBA, Business Administration
WELLINGTON MANAGEMENT COMPANY February 2001 - January 2010
Semper International 1998 - 2010
Zip Realty 2006 - 2008
PEROT SYSTEMS January 1999 - January 2001
LPL Financial January 1998 - January 1999
LPL Financial January 1998 - January 1999
Cambridge Associates January 1997 - January 1998
MERRILL COPORATION January 1996 - January 1997
JOHN HANCOCK MUTUAL FUNDS INC January 1993 - January 1996
Pitney Bowes Management Services January 1990 - January 1993
Skills
Microsoft Office, Customer Service, Sales, Outlook, Real Estate, Printers, Purchasing, Networking, FTP, Maintenance & Repair, Microsoft Excel, Access, Team Leadership, Leadership, Team Building, Marketing, Management, Software Documentation, Vendor Management, Training, Process Improvement, Security
Education
Northeastern University 1994 — 2012
BSBA, Business Administration
Jayne Swart Jayne Swart's Wellington Management Company Experience June 1994 - March 2000
Job
Industry Higher Education
Experience
Affirmative Investments, Inc. July 2014 - Present
Middlesex Community College February 2006 - June 2014
Wellington Management Company June 1994 - March 2000
Fidelity Investments September 1989 - May 1994
Skills
Financial Analysis, Financial Services, Leadership, Budgets, Financial Reporting, Federal Grant Management, Fiscally Responsible, Building Relationships, Sales, Management, Trading, Bonds, Business Analysis, Access, Equities, Risk Management, Analysis, Program Management, Higher Education
Education
Bentley College
Master of Business Administration (M.B.A.), Finance, General
Regis College
Bachelor of Arts (B.A.), Management
Affirmative Investments, Inc. July 2014 - Present
Middlesex Community College February 2006 - June 2014
Wellington Management Company June 1994 - March 2000
Fidelity Investments September 1989 - May 1994
Skills
Financial Analysis, Financial Services, Leadership, Budgets, Financial Reporting, Federal Grant Management, Fiscally Responsible, Building Relationships, Sales, Management, Trading, Bonds, Business Analysis, Access, Equities, Risk Management, Analysis, Program Management, Higher Education
Education
Bentley College
Master of Business Administration (M.B.A.), Finance, General
Regis College
Bachelor of Arts (B.A.), Management
Armaan Madhani Armaan Madhani's Wellington Management Company Experience June 2014 - January 2015
Job Financial Analyst at The Blackstone Group
Industry Investment Banking
Experience
The Blackstone Group June 2015 - Present
Wellington Management Company June 2014 - January 2015
BNY Mellon July 2013 - December 2013
Prime Communications April 2012 - August 2012
Skills
Public Speaking, Microsoft Excel, Business Communications, Report Writing, Fixed Income, SPSS, Market Research, Architectural Design, AutoCAD Architecture, Valuation, Adobe Photoshop, Graphic Design, Music Production, Financial Analysis, Risk Management, Bloomberg, Audio Engineering
Education
Northeastern University 2011 — 2016
Bachelor of Science in Business Administration, Dual Concentration in Finance and Accounting
London School of Economics and Political Science
Dulles High School 2007 — 2011
The Blackstone Group June 2015 - Present
Wellington Management Company June 2014 - January 2015
BNY Mellon July 2013 - December 2013
Prime Communications April 2012 - August 2012
Skills
Public Speaking, Microsoft Excel, Business Communications, Report Writing, Fixed Income, SPSS, Market Research, Architectural Design, AutoCAD Architecture, Valuation, Adobe Photoshop, Graphic Design, Music Production, Financial Analysis, Risk Management, Bloomberg, Audio Engineering
Education
Northeastern University 2011 — 2016
Bachelor of Science in Business Administration, Dual Concentration in Finance and Accounting
London School of Economics and Political Science
Dulles High School 2007 — 2011
Chris Woodward Chris Woodward's Wellington Management Company Experience January 2010 - July 2010
Job Frontier Market Scout Fellow at Lumeter Networks
Industry Investment Management
Experience
Lumeter Networks February 2015 - Present
Climate Action Business Association December 2014 - Present
Bain Capital July 2011 - March 2014
O'Neill and Associates September 2010 - May 2011
Wellington Management Company January 2010 - July 2010
Grantham, Mayo, Van Otterloo & Co January 2009 - June 2009
MFS Investment Management January 2008 - June 2008
Skills
Accounting, Mutual Funds, Corporate Finance, Account Reconciliation, Strategy, Trading, Financial Statements, Tax, Financial Modeling, Financial Analysis, Accounts Payable, Valuation, Accounts Receivable, Bloomberg, Equities, Finance, Due Diligence, Bloomberg Terminal
Education
D'Amore-McKim School of Business at Northeastern University
Master of Business Administration (M.B.A.), Investments
Middlebury Institute of International Studies at Monterey
Certificate, Impact Investing and Social Enterprise Management
D'Amore-McKim School of Business at Northeastern University
Bachelor of Science, Business Administration; Finance & Accounting
Lumeter Networks February 2015 - Present
Climate Action Business Association December 2014 - Present
Bain Capital July 2011 - March 2014
O'Neill and Associates September 2010 - May 2011
Wellington Management Company January 2010 - July 2010
Grantham, Mayo, Van Otterloo & Co January 2009 - June 2009
MFS Investment Management January 2008 - June 2008
Skills
Accounting, Mutual Funds, Corporate Finance, Account Reconciliation, Strategy, Trading, Financial Statements, Tax, Financial Modeling, Financial Analysis, Accounts Payable, Valuation, Accounts Receivable, Bloomberg, Equities, Finance, Due Diligence, Bloomberg Terminal
Education
D'Amore-McKim School of Business at Northeastern University
Master of Business Administration (M.B.A.), Investments
Middlebury Institute of International Studies at Monterey
Certificate, Impact Investing and Social Enterprise Management
D'Amore-McKim School of Business at Northeastern University
Bachelor of Science, Business Administration; Finance & Accounting
Portia Walker Portia Walker's Wellington Management Company Experience November 2008 - April 2010
Job Client Service Manager at MFS Investment Management
Industry Nonprofit Organization Management
Experience
MFS Investment Management February 2015 - Present
Boston University College of Fine Arts June 2011 - June 2013
Wellington Management Company November 2008 - April 2010
Wellington Management June 2001 - November 2008
Wellington Management June 1997 - June 2001
Skills
Series 7, Series 63, Leadership, Strategy, Relationship Management, Client Liaison, Management, Analysis, Compliance, Mentoring, Employee Training, Organizational..., Stewardship, Philanthropy, Program Management, Fundraising, Volunteer Management, Nonprofits, Annual Giving, Alumni Relations, Higher Education, Arts Administration, Program Development, Event Planning, Prospect Research, Singing, Board Development, Recruiting
Education
Simmons College - Simmons School of Management 2000 — 2003
Master of Business Administration (M.B.A.)
Colby College 1988 — 1991
B.A., English
MFS Investment Management February 2015 - Present
Boston University College of Fine Arts June 2011 - June 2013
Wellington Management Company November 2008 - April 2010
Wellington Management June 2001 - November 2008
Wellington Management June 1997 - June 2001
Skills
Series 7, Series 63, Leadership, Strategy, Relationship Management, Client Liaison, Management, Analysis, Compliance, Mentoring, Employee Training, Organizational..., Stewardship, Philanthropy, Program Management, Fundraising, Volunteer Management, Nonprofits, Annual Giving, Alumni Relations, Higher Education, Arts Administration, Program Development, Event Planning, Prospect Research, Singing, Board Development, Recruiting
Education
Simmons College - Simmons School of Management 2000 — 2003
Master of Business Administration (M.B.A.)
Colby College 1988 — 1991
B.A., English
Jenna Tonkovich Jenna Tonkovich's Wellington Management Company Experience June 2005 - May 2006
Job Director, Special Projects at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance July 2014 - Present
Liberty Mutual Insurance September 2013 - July 2014
Liberty Mutual Insurance January 2011 - September 2013
Liberty Mutual Insurance June 2010 - January 2011
Liberty Mutual Insurance July 2008 - June 2010
Liberty Mutual Insurance June 2006 - June 2008
Wellington Management Company June 2005 - May 2006
Skills
College Recruiting, Employee Relations, Human Resources, Talent Acquisition, Management, HR Policies, Property & Casualty..., Talent Management, Taleo, Workforce Planning, Project Management, Training & Development, HR Consulting, University Relations, Training Delivery, Competency Mapping, DISC
Education
Northeastern University 2001 — 2006
BA, Sociology and Business Administration
Liberty Mutual Insurance July 2014 - Present
Liberty Mutual Insurance September 2013 - July 2014
Liberty Mutual Insurance January 2011 - September 2013
Liberty Mutual Insurance June 2010 - January 2011
Liberty Mutual Insurance July 2008 - June 2010
Liberty Mutual Insurance June 2006 - June 2008
Wellington Management Company June 2005 - May 2006
Skills
College Recruiting, Employee Relations, Human Resources, Talent Acquisition, Management, HR Policies, Property & Casualty..., Talent Management, Taleo, Workforce Planning, Project Management, Training & Development, HR Consulting, University Relations, Training Delivery, Competency Mapping, DISC
Education
Northeastern University 2001 — 2006
BA, Sociology and Business Administration
Emily Kish's Wellington Management Company Experience December 2014 - July 2015
Job Student at Northeastern University
Industry International Affairs
Experience
The Little Things December 2014 - Present
Northeastern University Telefund April 2014 - Present
Wellington Management Company December 2014 - July 2015
Oxfam America January 2014 - July 2014
Northeastern University August 2013 - May 2014
Flanders Nature Center and Land Trust April 2013 - August 2013
Shop Rite June 2012 - August 2013
Skills
Fluent Spanish, Intermediate Russian, Event Planning, Microsoft Office, HTML
Education
Northeastern University 2012 — 2017
Bachelor’s Degree, International Affairs, History, 4th Year
The Little Things December 2014 - Present
Northeastern University Telefund April 2014 - Present
Wellington Management Company December 2014 - July 2015
Oxfam America January 2014 - July 2014
Northeastern University August 2013 - May 2014
Flanders Nature Center and Land Trust April 2013 - August 2013
Shop Rite June 2012 - August 2013
Skills
Fluent Spanish, Intermediate Russian, Event Planning, Microsoft Office, HTML
Education
Northeastern University 2012 — 2017
Bachelor’s Degree, International Affairs, History, 4th Year
Jana Wolfova Jana Wolfova's Wellington Management Company Experience July 2005 - Present
Job Research Associate at Wellington Management
Industry Investment Management
Experience
WELLINGTON MANAGEMENT COMPANY July 2005 - Present
Putnam Investments July 2000 - August 2004
Putnam Investments January 2000 - July 2004
Human Resources October 1998 - July 2000
TECHNOLOGY CENTER October 1997 - July 1998
Skills
Asset Management, Financial Modeling, Investments
Education
Brandeis International Business School 2006 — 2009
MSF, Finance
Brandeis International Business School
Master of Science, Finance
Wellesley College
BA, Economics and Psychology
Wellesley College, Brandeis University
WELLINGTON MANAGEMENT COMPANY July 2005 - Present
Putnam Investments July 2000 - August 2004
Putnam Investments January 2000 - July 2004
Human Resources October 1998 - July 2000
TECHNOLOGY CENTER October 1997 - July 1998
Skills
Asset Management, Financial Modeling, Investments
Education
Brandeis International Business School 2006 — 2009
MSF, Finance
Brandeis International Business School
Master of Science, Finance
Wellesley College
BA, Economics and Psychology
Wellesley College, Brandeis University
Karen Oeser, CFA Karen Oeser, CFA's Wellington Management Company Experience July 1994 - August 1996
Job VP, Fixed Income and Alternative Investments at Hart Capital Management, Inc.
Industry Investment Management
Experience
Hart Capital Management, Inc. November 2008 - Present
ViVo Publications Group, Inc. July 2006 - September 2008
Ashton Partners April 2004 - July 2005
Ripple Effect Communications September 2001 - April 2004
FitzGerald Communications 2000 - 2001
Sarasin Asset Management June 1998 - April 2000
Wellington Management Company July 1994 - August 1996
SG Warburg June 1993 - June 1994
Skills
Investments, Investor Relations, Fixed Income, Business Development
Education
Simmons College 1999 — 2002
BA, International Relations/Spanish
Babson College - Franklin W. Olin Graduate School of Business 1996 — 1998
Master of Business Administration (MBA)
Hart Capital Management, Inc. November 2008 - Present
ViVo Publications Group, Inc. July 2006 - September 2008
Ashton Partners April 2004 - July 2005
Ripple Effect Communications September 2001 - April 2004
FitzGerald Communications 2000 - 2001
Sarasin Asset Management June 1998 - April 2000
Wellington Management Company July 1994 - August 1996
SG Warburg June 1993 - June 1994
Skills
Investments, Investor Relations, Fixed Income, Business Development
Education
Simmons College 1999 — 2002
BA, International Relations/Spanish
Babson College - Franklin W. Olin Graduate School of Business 1996 — 1998
Master of Business Administration (MBA)
Ben Thorndike's Wellington Management Company Experience 2002 - 2005
Job Alternative Investments Leader at Mercer
Industry Capital Markets
Experience
Mercer August 2015 - Present
FOC Partners October 2012 - June 2015
Huntsman Gay Global Capital March 2010 - October 2012
Bain Capital 2005 - January 2010
Wellington Management Company 2002 - 2005
State Street Research & Management 2000 - 2002
Scudder Investments 1983 - 2000
Bank of Boston 1980 - 1983
Pine Brook Country Club 1979 - 1980
Skills
Private Equity, Hedge Funds, Relationship Management, Sales, Asset Management, Asset Allocation, Equities, Credit, Team Leadership, Venture Capital, Investments, Strategic Planning, Marketing
Education
Colby College 1975 — 1979
BA
Milton Academy 1968 — 1974
Mercer August 2015 - Present
FOC Partners October 2012 - June 2015
Huntsman Gay Global Capital March 2010 - October 2012
Bain Capital 2005 - January 2010
Wellington Management Company 2002 - 2005
State Street Research & Management 2000 - 2002
Scudder Investments 1983 - 2000
Bank of Boston 1980 - 1983
Pine Brook Country Club 1979 - 1980
Skills
Private Equity, Hedge Funds, Relationship Management, Sales, Asset Management, Asset Allocation, Equities, Credit, Team Leadership, Venture Capital, Investments, Strategic Planning, Marketing
Education
Colby College 1975 — 1979
BA
Milton Academy 1968 — 1974
Allen Laine, CFA's Wellington Management Company Experience March 2011 - September 2011
Job Equity Analyst, RBC Global Asset Management
Industry Financial Services
Experience
RBC Global Asset Management January 2014 - Present
RBC Global Asset Management (U.S.) Inc. October 2011 - December 2013
Wellington Management Company March 2011 - September 2011
Boston College 2010 - 2011
BlackRock October 2007 - September 2010
BlackRock December 2004 - September 2007
Susquehanna International Group October 2002 - December 2004
Skills
Portfolio Management, Investments, Fixed Income, Equities, Bloomberg, Alternative Investments, Equity Research, Financial Modeling, Asset Managment, Hedge Funds, Valuation, Investment Management, Mutual Funds, Asset Allocation, Securities, Derivatives, Bloomberg Terminal, Bonds, Asset Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2012
M.B.A. Graduated With Distinction and Honors, Specialization in Asset Management, 3.89
Drexel University - College of Business and Administration 1999 — 2004
BSBA, Concentration: Finance & Economics
RBC Global Asset Management January 2014 - Present
RBC Global Asset Management (U.S.) Inc. October 2011 - December 2013
Wellington Management Company March 2011 - September 2011
Boston College 2010 - 2011
BlackRock October 2007 - September 2010
BlackRock December 2004 - September 2007
Susquehanna International Group October 2002 - December 2004
Skills
Portfolio Management, Investments, Fixed Income, Equities, Bloomberg, Alternative Investments, Equity Research, Financial Modeling, Asset Managment, Hedge Funds, Valuation, Investment Management, Mutual Funds, Asset Allocation, Securities, Derivatives, Bloomberg Terminal, Bonds, Asset Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2012
M.B.A. Graduated With Distinction and Honors, Specialization in Asset Management, 3.89
Drexel University - College of Business and Administration 1999 — 2004
BSBA, Concentration: Finance & Economics
Brian Flynn's Wellington Management Company Experience March 2007 - June 2009
Job Compliance Analyst AVP at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors August 2012 - Present
The Royal Bank of Scotland N.V. January 2010 - August 2012
Wellington Management Company March 2007 - June 2009
Standish Mellon Asset Management September 2005 - September 2006
Standish Mellon Asset Management January 1998 - August 2005
Standish Mellon Asset Management May 1994 - January 1998
Interac September 1990 - January 1994
State Street Bank September 1988 - June 1990
Skills
Compliance, Due Diligence, Asset Management, Financial Risk, Investments, Portfolio Management, Mutual Funds, Banking, Derivatives, AML, Trading, Investment Management, Corporate Governance, Insurance, Contract Negotiation, Asset Allocation, Internal Audit, Securities, Fixed Income, Asset Managment
Education
Boston University 1995 — 1998
Master of Business Administration, Management Communication
Providence College 1984 — 1988
BA, Economics, Languages
Kansai University of International Studies 1986 — 1987
Japanese
Fairfield College Preparatory School 1981 — 1984
State Street Global Advisors August 2012 - Present
The Royal Bank of Scotland N.V. January 2010 - August 2012
Wellington Management Company March 2007 - June 2009
Standish Mellon Asset Management September 2005 - September 2006
Standish Mellon Asset Management January 1998 - August 2005
Standish Mellon Asset Management May 1994 - January 1998
Interac September 1990 - January 1994
State Street Bank September 1988 - June 1990
Skills
Compliance, Due Diligence, Asset Management, Financial Risk, Investments, Portfolio Management, Mutual Funds, Banking, Derivatives, AML, Trading, Investment Management, Corporate Governance, Insurance, Contract Negotiation, Asset Allocation, Internal Audit, Securities, Fixed Income, Asset Managment
Education
Boston University 1995 — 1998
Master of Business Administration, Management Communication
Providence College 1984 — 1988
BA, Economics, Languages
Kansai University of International Studies 1986 — 1987
Japanese
Fairfield College Preparatory School 1981 — 1984
Christine McConnell Christine McConnell's Wellington Management Company Experience 1993 - 1994
Job Portfolio Manager
Industry Financial Services
Experience
Catholic Schools Foundation- Boston May 2009 - Present
Fidelity Investments 2000 - 2013
Loan Syndication and Trading Association 2009 - 2011
Fidelity Investments 1987 - 2000
Wellington Management Company 1993 - 1994
Elliott Associates 1986 - 1987
Drexel Burnham Lambert 1985 - 1986
Education
Cornell University - S.C. Johnson Graduate School of Management 1983 — 1985
Master of Business Administration (MBA)
Boston College 1976 — 1980
Bachelor of Science (B.S.), Finance and Economics
Catholic Schools Foundation- Boston May 2009 - Present
Fidelity Investments 2000 - 2013
Loan Syndication and Trading Association 2009 - 2011
Fidelity Investments 1987 - 2000
Wellington Management Company 1993 - 1994
Elliott Associates 1986 - 1987
Drexel Burnham Lambert 1985 - 1986
Education
Cornell University - S.C. Johnson Graduate School of Management 1983 — 1985
Master of Business Administration (MBA)
Boston College 1976 — 1980
Bachelor of Science (B.S.), Finance and Economics
Jai Tanwar CFA,FRM Jai Tanwar CFA,FRM's Wellington Management Company Experience October 2005 - October 2006
Job Investment Risk Management Voya Investment Management
Industry Investment Management
Experience
Voya Investment Management January 2008 - Present
UBS October 2006 - January 2008
Wellington Management Company October 2005 - October 2006
BNP Paribas August 2004 - August 2005
Skills
Fixed Income, Derivatives, Bloomberg, Equities, Capital Markets, Hedge Funds, Risk Management, Portfolio Management, Investment Banking, Equity Derivatives, Asset Managment, Alternative Investments, Business Strategy, Calypso, Microsoft Excel, Electronic Trading, Morningstar, Barra, Strategic Planning, Start-ups, Factset, BlackRock Aladdin, Microsoft Office, Social Media, BRS, Loans, Non-profits, SQL, Cross-functional Team..., Social Networking, Team Building, Transformational..., Point, HOLT, E-Learning, Higher Education, Qualitative Research, Forex, Distressed Debt, Problem Solving, Database Design, Behavioral Finance, Building Relationships, Public Speaking, Thinking Outside The Box, Valueline, Globalization, Big Data, Python, R
Education
Cornell University 2012 — 2013
CFA Institute 2003 — 2007
CFA Charter
GARP(Global Association of Risk Professionals) 2005 — 2006
FRM
Singapore Management University 2003 — 2004
Masters
National University of Singapore 2001 — 2001
Certification
Indian Institute of Technology, Delhi 1990 — 1994
BTech
Kendriya Vidyalaya 1987 — 1989
CBSE XII
Voya Investment Management January 2008 - Present
UBS October 2006 - January 2008
Wellington Management Company October 2005 - October 2006
BNP Paribas August 2004 - August 2005
Skills
Fixed Income, Derivatives, Bloomberg, Equities, Capital Markets, Hedge Funds, Risk Management, Portfolio Management, Investment Banking, Equity Derivatives, Asset Managment, Alternative Investments, Business Strategy, Calypso, Microsoft Excel, Electronic Trading, Morningstar, Barra, Strategic Planning, Start-ups, Factset, BlackRock Aladdin, Microsoft Office, Social Media, BRS, Loans, Non-profits, SQL, Cross-functional Team..., Social Networking, Team Building, Transformational..., Point, HOLT, E-Learning, Higher Education, Qualitative Research, Forex, Distressed Debt, Problem Solving, Database Design, Behavioral Finance, Building Relationships, Public Speaking, Thinking Outside The Box, Valueline, Globalization, Big Data, Python, R
Education
Cornell University 2012 — 2013
CFA Institute 2003 — 2007
CFA Charter
GARP(Global Association of Risk Professionals) 2005 — 2006
FRM
Singapore Management University 2003 — 2004
Masters
National University of Singapore 2001 — 2001
Certification
Indian Institute of Technology, Delhi 1990 — 1994
BTech
Kendriya Vidyalaya 1987 — 1989
CBSE XII
Tina Raymond Tina Raymond's Wellington Management Company Experience July 2003 - August 2007
Job Compliance Professional
Industry Financial Services
Experience
Charles River Development July 2014 - Present
Pioneer Investments June 2013 - July 2014
MFS Investment Management March 2012 - May 2013
Wellington Management Company, LLP August 2007 - March 2012
Wellington Management Company July 2003 - August 2007
Wellington Management December 1997 - July 2003
State Street June 1997 - December 1997
State Street June 1995 - June 1997
Skills
Risk Management, Asset Managment, Portfolio Management, Investment Management, Investments, Securities, Equities, Fixed Income, Derivatives, Asset Allocation, Hedge Funds, Bloomberg, Financial Services, Trading Systems, Private Equity, Asset Management, Mutual Funds, Financial Risk, Alternative Investments, Capital Markets
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 2000
Master of Science in Finance, Finance, General
Stonehill College 1991 — 1995
Bachelor of Science in Business Administration, Finance, Economics, Computer Information Systems
Charles River Development July 2014 - Present
Pioneer Investments June 2013 - July 2014
MFS Investment Management March 2012 - May 2013
Wellington Management Company, LLP August 2007 - March 2012
Wellington Management Company July 2003 - August 2007
Wellington Management December 1997 - July 2003
State Street June 1997 - December 1997
State Street June 1995 - June 1997
Skills
Risk Management, Asset Managment, Portfolio Management, Investment Management, Investments, Securities, Equities, Fixed Income, Derivatives, Asset Allocation, Hedge Funds, Bloomberg, Financial Services, Trading Systems, Private Equity, Asset Management, Mutual Funds, Financial Risk, Alternative Investments, Capital Markets
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 2000
Master of Science in Finance, Finance, General
Stonehill College 1991 — 1995
Bachelor of Science in Business Administration, Finance, Economics, Computer Information Systems
R. Stewart Eads, CFA R. Stewart Eads, CFA's Wellington Management Company Experience July 1972 - June 1987
Job President at Eads & Heald Investment Counsel
Industry Financial Services
Experience
Eads & Heald Investment Counsel 1987 - Present
Wellington Management Company July 1972 - June 1987
Hartford, CT July 1969 - June 1972
U. S. Central Intelligence Agency July 1966 - June 1969
NASA 1964 - 1965
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Outlook, English, Photoshop, Windows, Teaching, HTML, Budgets, C++, C, Public Speaking, Editing, Strategic Planning, Java, Negotiation
Education
Wharton Graduate School, University of Pennsylvania 1964 — 1966
Master of Business Administration (MBA), Inustrial Management
Georgia Institute of Technology 1958 — 1964
BEE, MSEE, Electrical and Electronics Engineering
Continuing education: University of Chicago and Stanford University
Eads & Heald Investment Counsel 1987 - Present
Wellington Management Company July 1972 - June 1987
Hartford, CT July 1969 - June 1972
U. S. Central Intelligence Agency July 1966 - June 1969
NASA 1964 - 1965
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Outlook, English, Photoshop, Windows, Teaching, HTML, Budgets, C++, C, Public Speaking, Editing, Strategic Planning, Java, Negotiation
Education
Wharton Graduate School, University of Pennsylvania 1964 — 1966
Master of Business Administration (MBA), Inustrial Management
Georgia Institute of Technology 1958 — 1964
BEE, MSEE, Electrical and Electronics Engineering
Continuing education: University of Chicago and Stanford University
Dennis Kadourov, CFA's Wellington Management Company Experience August 2007 - May 2010
Job Assistant Vice President, Wellington Management
Industry Investment Management
Experience
Wellington Management May 2010 - Present
Wellington Management Company August 2007 - May 2010
Progress Software Corporation March 2006 - August 2007
Progress Software Corporation April 2000 - February 2006
Atis-Capital October 1997 - February 2000
Skills
Bloomberg, Investments, Risk Management, Fixed Income, Financial Modeling, Fundamental Analysis, Portfolio Management, FX Options, Macroeconomics, Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management 2005 — 2008
MBA, Finance
Saint-Petersburg State University, Russia 1993 — 1998
Bachelor, Economics and Finance
Institute Of Actuaries, UK 1995 — 1996
•Certified Specialist in Actuarial Mathematics
Wellington Management May 2010 - Present
Wellington Management Company August 2007 - May 2010
Progress Software Corporation March 2006 - August 2007
Progress Software Corporation April 2000 - February 2006
Atis-Capital October 1997 - February 2000
Skills
Bloomberg, Investments, Risk Management, Fixed Income, Financial Modeling, Fundamental Analysis, Portfolio Management, FX Options, Macroeconomics, Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management 2005 — 2008
MBA, Finance
Saint-Petersburg State University, Russia 1993 — 1998
Bachelor, Economics and Finance
Institute Of Actuaries, UK 1995 — 1996
•Certified Specialist in Actuarial Mathematics
Eric Blank's Wellington Management Company Experience December 2006 - July 2007
Job Assistant Manager, Legal Affairs at American Express
Industry Law Practice
Experience
American Express June 2015 - Present
Levine & Slavit, PLLC. August 2014 - June 2015
Canter Law Firm P.C. August 2013 - November 2013
Canter Law Firm P.C. May 2012 - September 2012
New York City Department of Consumer Affairs September 2011 - May 2012
Hon. Orin R. Kitzes, New York State Supreme Court, Queens County, Commercial Division June 2011 - August 2011
My Trio Rings, LLC November 2009 - June 2010
Calano & Culhane November 2009 - April 2010
UBS February 2008 - September 2008
Wellington Management Company December 2006 - July 2007
Education
Saint John's University School of Law 2010 — 2013
J.D., June 2013
Northeastern University 2004 — 2009
B.S., magna cum laude, International Business and Accounting, September 2009
Universidad Pontificia Comillas 2007 — 2008
Carmel High School 2000 — 2004
American Express June 2015 - Present
Levine & Slavit, PLLC. August 2014 - June 2015
Canter Law Firm P.C. August 2013 - November 2013
Canter Law Firm P.C. May 2012 - September 2012
New York City Department of Consumer Affairs September 2011 - May 2012
Hon. Orin R. Kitzes, New York State Supreme Court, Queens County, Commercial Division June 2011 - August 2011
My Trio Rings, LLC November 2009 - June 2010
Calano & Culhane November 2009 - April 2010
UBS February 2008 - September 2008
Wellington Management Company December 2006 - July 2007
Education
Saint John's University School of Law 2010 — 2013
J.D., June 2013
Northeastern University 2004 — 2009
B.S., magna cum laude, International Business and Accounting, September 2009
Universidad Pontificia Comillas 2007 — 2008
Carmel High School 2000 — 2004
Keary McClernan Keary McClernan's Wellington Management Company Experience December 2011 - June 2012
Job Business Development Associate at Appscend
Industry Investment Management
Experience
Food-ie January 2014 - Present
Appscend July 2013 - December 2013
Wellington Management Company December 2011 - June 2012
WGBH January 2011 - June 2011
Parkwood Swim Club May 2010 - July 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Team Approach, FileMaker, Minitab, Sales Force, Sales, Management, Blogging, Fundraising, Marketing Communications
Education
Northeastern University 2009 — 2014
Bachelor of Business Administration (B.B.A.), Business Concentrations: Marketing/ Management, Minor: International Affairs, 3.3
Food-ie January 2014 - Present
Appscend July 2013 - December 2013
Wellington Management Company December 2011 - June 2012
WGBH January 2011 - June 2011
Parkwood Swim Club May 2010 - July 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Team Approach, FileMaker, Minitab, Sales Force, Sales, Management, Blogging, Fundraising, Marketing Communications
Education
Northeastern University 2009 — 2014
Bachelor of Business Administration (B.B.A.), Business Concentrations: Marketing/ Management, Minor: International Affairs, 3.3
Mark McKee, CFA Mark McKee, CFA's Wellington Management Company Experience 2005 - 2010
Job Associate at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management 2013 - Present
Systematic Financial Management 2010 - 2011
Wellington Management Company 2005 - 2010
Fidelity Investments 2003 - 2005
Education
Stonehill College 1999 — 2003
Bachelor of Science, Business Administration; Finance
Oaktree Capital Management 2013 - Present
Systematic Financial Management 2010 - 2011
Wellington Management Company 2005 - 2010
Fidelity Investments 2003 - 2005
Education
Stonehill College 1999 — 2003
Bachelor of Science, Business Administration; Finance
Sanjeev Siwach Sanjeev Siwach's Wellington Management Company Experience March 2000 - May 2004
Job
Industry Investment Banking
Experience
Fidelity Investments November 2010 - Present
StateStreet and Investor Bank and Trust Company May 2004 - November 2010
Wellington Management Company March 2000 - May 2004
FINOVA Capital Corporation June 1998 - March 2000
HCL Perot Systems 1997 - 1998
IIS Infotech Ltd 1995 - 1996
Skills
Integration, Management, Agile Methodologies, Business Analysis, Leadership, Quality Center, Oracle, Governance, Project Planning, Databases, SDLC, Informatica, Architectures, Requirements Analysis, Software Project..., Architecture
Education
Suffolk University - Sawyer Business School 2006 — 2008
EMBA, Leadership
Amravati University 1989 — 1993
Bachelor, Computers
Fidelity Investments November 2010 - Present
StateStreet and Investor Bank and Trust Company May 2004 - November 2010
Wellington Management Company March 2000 - May 2004
FINOVA Capital Corporation June 1998 - March 2000
HCL Perot Systems 1997 - 1998
IIS Infotech Ltd 1995 - 1996
Skills
Integration, Management, Agile Methodologies, Business Analysis, Leadership, Quality Center, Oracle, Governance, Project Planning, Databases, SDLC, Informatica, Architectures, Requirements Analysis, Software Project..., Architecture
Education
Suffolk University - Sawyer Business School 2006 — 2008
EMBA, Leadership
Amravati University 1989 — 1993
Bachelor, Computers
Tony Bilic Tony Bilic's Wellington Management Company Experience January 2010 - Present
Job Lead Software Engineer at Wellington Management Company
Industry Financial Services
Experience
Wellington Management Company January 2010 - Present
Wellington Management January 2001 - January 2010
AT&T January 1998 - December 2001
AT&T January 1992 - January 1998
Skills
Java Enterprise Edition, Oracle, Agile Methodologies, Java, PL/SQL, Unix, Databases, SQL, SDLC, XML, Software Development, SOA, Enterprise Architecture, Software Project..., Weblogic, JSP, Hibernate, Servlets, Web Services, JavaScript, Struts, UML, Maven, Documentum, .NET, C#, WPF Development, Grails, Groovy, ActiveMQ, Amazon Web Services..., MySQL, Trading Systems, Web Development, Linux, angular js, Spring, spring boot, bootstrap css, spring mvc
Education
Bryant University 1989 — 1991
BS, Computers
Wellington Management Company January 2010 - Present
Wellington Management January 2001 - January 2010
AT&T January 1998 - December 2001
AT&T January 1992 - January 1998
Skills
Java Enterprise Edition, Oracle, Agile Methodologies, Java, PL/SQL, Unix, Databases, SQL, SDLC, XML, Software Development, SOA, Enterprise Architecture, Software Project..., Weblogic, JSP, Hibernate, Servlets, Web Services, JavaScript, Struts, UML, Maven, Documentum, .NET, C#, WPF Development, Grails, Groovy, ActiveMQ, Amazon Web Services..., MySQL, Trading Systems, Web Development, Linux, angular js, Spring, spring boot, bootstrap css, spring mvc
Education
Bryant University 1989 — 1991
BS, Computers
Eliana Diaz's Wellington Management Company Experience April 2014 - October 2014
Job Boston College
Industry Higher Education
Experience
Wellington Management Company April 2014 - October 2014
Orne Publishing February 2009 - November 2013
ITV Marketing Group, Inc. September 2005 - August 2008
Skills
Social Media Marketing, Customer Service, Marketing, Social Media, Direct Marketing, Microsoft Excel, Microsoft Office, Public Relations, Email Marketing, Outlook, Budgets, Account Management, PowerPoint, Sales, CRM, Start-ups, Human Resources, CRM databases, Media Relations, Customer Satisfaction, Management, CRM Databases, Marketing Strategy
Education
Suffolk University - Sawyer Business School 2004 — 2008
Bachelor's Degree, Finance
Wellington Management Company April 2014 - October 2014
Orne Publishing February 2009 - November 2013
ITV Marketing Group, Inc. September 2005 - August 2008
Skills
Social Media Marketing, Customer Service, Marketing, Social Media, Direct Marketing, Microsoft Excel, Microsoft Office, Public Relations, Email Marketing, Outlook, Budgets, Account Management, PowerPoint, Sales, CRM, Start-ups, Human Resources, CRM databases, Media Relations, Customer Satisfaction, Management, CRM Databases, Marketing Strategy
Education
Suffolk University - Sawyer Business School 2004 — 2008
Bachelor's Degree, Finance
James J. Pisacano II James J. Pisacano II's Wellington Management Company Experience January 2012 - June 2012
Job Managing Partner at Pisacano Realty Group, Inc
Industry Financial Services
Experience
Pisacano Realty Group, Inc 2008 - Present
Morgan Stanley June 2014 - June 2015
Morgan Stanley January 2013 - June 2013
Wellington Management Company January 2012 - June 2012
BNY Mellon January 2011 - July 2011
Skills
New York Real Estate, Stock Market Analysis, Fixed Income, Compliance, FX Options, FX trading, Currency Forwards, Currency, International Business..., Corporate Finance, Real Estate Development, Real Estate Project..., Real Estate Transactions, Commercial Real Estate, Asset Management, Equities, Hedge Funds, Finance, Investments, Foreign Exchange
Education
Northeastern University 2009 — 2014
Bachelor of Science Degree, D'Amore McKim Business School - Business Administration; Finance & Management
NEOMA Business School 2010 — 2010
Herricks High School 2006 — 2009
High School Diploma
Pisacano Realty Group, Inc 2008 - Present
Morgan Stanley June 2014 - June 2015
Morgan Stanley January 2013 - June 2013
Wellington Management Company January 2012 - June 2012
BNY Mellon January 2011 - July 2011
Skills
New York Real Estate, Stock Market Analysis, Fixed Income, Compliance, FX Options, FX trading, Currency Forwards, Currency, International Business..., Corporate Finance, Real Estate Development, Real Estate Project..., Real Estate Transactions, Commercial Real Estate, Asset Management, Equities, Hedge Funds, Finance, Investments, Foreign Exchange
Education
Northeastern University 2009 — 2014
Bachelor of Science Degree, D'Amore McKim Business School - Business Administration; Finance & Management
NEOMA Business School 2010 — 2010
Herricks High School 2006 — 2009
High School Diploma
Steven Zendel Steven Zendel's Wellington Management Company Experience January 2009 - July 2009
Job Associate at Citadel LLC
Industry Financial Services
Experience
Citadel LLC July 2013 - Present
Citadel LLC May 2011 - July 2013
Omnium LLC February 2011 - May 2011
Goldman Sachs Asset Management April 2010 - September 2010
WELLINGTON MANAGEMENT COMPANY January 2009 - July 2009
GE Aviation June 2008 - December 2008
EG&G September 2005 - July 2007
Education
D'Amore-McKim School of Business at Northeastern University 2007 — 2009
MBA, Finance
Indiana University Bloomington 2001 — 2005
Bachelors, Finance
Citadel LLC July 2013 - Present
Citadel LLC May 2011 - July 2013
Omnium LLC February 2011 - May 2011
Goldman Sachs Asset Management April 2010 - September 2010
WELLINGTON MANAGEMENT COMPANY January 2009 - July 2009
GE Aviation June 2008 - December 2008
EG&G September 2005 - July 2007
Education
D'Amore-McKim School of Business at Northeastern University 2007 — 2009
MBA, Finance
Indiana University Bloomington 2001 — 2005
Bachelors, Finance
Ashish Chugh Ashish Chugh's Wellington Management Company Experience April 2006 - Present
Job Bay Pond Hedge Fund at Wellington Management Company
Industry Investment Management
Experience
Wellington Management Company April 2006 - Present
Blue Chip Venture Company November 2003 - March 2006
IBM 1999 - 2001
Hitachi 1998 - 1999
Skills
Emerging Markets
Education
Harvard Business School 2001 — 2003
Master of Business Administration (MBA)
The University of British Columbia
Bachelor of Applied Science (B.A.Sc.), Electrcal & Computer Engineering
Wellington Management Company April 2006 - Present
Blue Chip Venture Company November 2003 - March 2006
IBM 1999 - 2001
Hitachi 1998 - 1999
Skills
Emerging Markets
Education
Harvard Business School 2001 — 2003
Master of Business Administration (MBA)
The University of British Columbia
Bachelor of Applied Science (B.A.Sc.), Electrcal & Computer Engineering
Sophia Hwang's Wellington Management Company Experience October 1995 - October 2003
Job Managing Partner at PantsOn Design LLC, GDUSA 2007 Award Winner
Industry Design
Experience
PantsOn Design January 2003 - Present
PantsOn Design, LLC January 2003 - Present
Dale Carnegie Training March 2008 - July 2009
Wellington Management Company October 1995 - October 2003
Skills
Adobe Acrobat, Brochures, Leadership
Education
Boston University 1989 — 1997
BA
St. John's School 1982 — 1989
HS
PantsOn Design January 2003 - Present
PantsOn Design, LLC January 2003 - Present
Dale Carnegie Training March 2008 - July 2009
Wellington Management Company October 1995 - October 2003
Skills
Adobe Acrobat, Brochures, Leadership
Education
Boston University 1989 — 1997
BA
St. John's School 1982 — 1989
HS
Eric M. Rice's Wellington Management Company Experience August 1997 - Present
Job Managing Director
Industry Investment Management
Experience
Wellington Management Company August 1997 - Present
Global Insight October 1995 - August 1997
The World Bank October 1990 - October 1995
Education
Harvard University 1986 — 1990
PhD, Economics
University of California, Berkeley 1977 — 1981
AB, Economics
Wellington Management Company August 1997 - Present
Global Insight October 1995 - August 1997
The World Bank October 1990 - October 1995
Education
Harvard University 1986 — 1990
PhD, Economics
University of California, Berkeley 1977 — 1981
AB, Economics
Nitin Naik's Wellington Management Company Experience 2005 - 2007
Job DBA / Enterprise Architect consultant
Industry Information Technology and Services
Experience
Fidelity Investments 2008 - Present
Naik Consulting November 2005 - Present
CMP Media January 2008 - April 2008
Wellington Management Company 2005 - 2007
Transkaryotic Therapies Inc (now Shire Human Genetic Therapies) April 2001 - March 2005
Boston Scientific 2001 - 2001
Consultant at RI Courts 1999 - 2000
Shaws 1994 - 1999
Mehta Corp 1994 - 1995
Skills
Data Warehousing, Oracle, SDLC, Data Modeling, Enterprise Architecture, Data Architecture, SOA, Business Intelligence, Scrum, Agile Methodologies, Software Development, Unix, ETL, Databases, ITIL, Requirements Analysis, Software Project..., Database Design, R, XML, Requirements Gathering
Education
The Johns Hopkins University 2014 — 2015
Goa University 1988 — 1991
MCA
University of Mumbai 1985 — 1988
B. Sc.
Coursera
Coursera
Fidelity Investments 2008 - Present
Naik Consulting November 2005 - Present
CMP Media January 2008 - April 2008
Wellington Management Company 2005 - 2007
Transkaryotic Therapies Inc (now Shire Human Genetic Therapies) April 2001 - March 2005
Boston Scientific 2001 - 2001
Consultant at RI Courts 1999 - 2000
Shaws 1994 - 1999
Mehta Corp 1994 - 1995
Skills
Data Warehousing, Oracle, SDLC, Data Modeling, Enterprise Architecture, Data Architecture, SOA, Business Intelligence, Scrum, Agile Methodologies, Software Development, Unix, ETL, Databases, ITIL, Requirements Analysis, Software Project..., Database Design, R, XML, Requirements Gathering
Education
The Johns Hopkins University 2014 — 2015
Goa University 1988 — 1991
MCA
University of Mumbai 1985 — 1988
B. Sc.
Coursera
Coursera
Michelle Morphew, CFA's Wellington Management Company Experience May 2005 - September 2010
Job Manager, Portfolio Management at Arrowstreet Capital
Industry Investment Management
Experience
Arrowstreet Capital July 2013 - Present
Arrowstreet Capital April 2012 - June 2013
Arrowstreet Capital September 2010 - March 2012
Wellington Management Company May 2005 - September 2010
Putnam Investments 1997 - 2004
Lochridge & Company 1994 - 1997
Education
The Lauder Institute, University of Pennsylvania 1999 — 2001
MA
University of Pennsylvania - The Wharton School 1999 — 2001
MBA
Harvard College 1990 — 1994
AB
Arrowstreet Capital July 2013 - Present
Arrowstreet Capital April 2012 - June 2013
Arrowstreet Capital September 2010 - March 2012
Wellington Management Company May 2005 - September 2010
Putnam Investments 1997 - 2004
Lochridge & Company 1994 - 1997
Education
The Lauder Institute, University of Pennsylvania 1999 — 2001
MA
University of Pennsylvania - The Wharton School 1999 — 2001
MBA
Harvard College 1990 — 1994
AB
Marco Calvo's Wellington Management Company Experience January 2003 - April 2003
Job MTS IV Consultant – Networking Services at Verizon
Industry Information Technology and Services
Experience
Verizon May 2011 - Present
Verizon January 2011 - May 2011
Verizon March 2009 - October 2009
Next Jump December 2007 - May 2008
RR Donnelley (fBanta Integrated Media) June 2007 - December 2007
Verizon April 2003 - May 2007
Wellington Management Company January 2003 - April 2003
Verizon March 2000 - April 2002
EMC Corporation March 1999 - March 2000
ENTEX Information Services March 1997 - March 1999
Skills
Customer Service, Problem Management, Project Management, Account Management, Troubleshooting, Process Improvement, Unix, Software Documentation, Active Directory, Product Management, Windows Server, Call Centers, SQL, Vendor Management, Technical Support, Telecommunications, Enterprise Software, Networking, DNS, Business Intelligence, Cloud Computing, Testing, CRM, System Deployment, IT Operations, TCP/IP
Education
Bentley University 2002 — 2010
BS CIS
Northeastern University 1991 — 1995
Verizon May 2011 - Present
Verizon January 2011 - May 2011
Verizon March 2009 - October 2009
Next Jump December 2007 - May 2008
RR Donnelley (fBanta Integrated Media) June 2007 - December 2007
Verizon April 2003 - May 2007
Wellington Management Company January 2003 - April 2003
Verizon March 2000 - April 2002
EMC Corporation March 1999 - March 2000
ENTEX Information Services March 1997 - March 1999
Skills
Customer Service, Problem Management, Project Management, Account Management, Troubleshooting, Process Improvement, Unix, Software Documentation, Active Directory, Product Management, Windows Server, Call Centers, SQL, Vendor Management, Technical Support, Telecommunications, Enterprise Software, Networking, DNS, Business Intelligence, Cloud Computing, Testing, CRM, System Deployment, IT Operations, TCP/IP
Education
Bentley University 2002 — 2010
BS CIS
Northeastern University 1991 — 1995
Ehsan Iraniparast's Wellington Management Company Experience May 2001 - May 2010
Job
Industry International Affairs
Experience
Payden & Rygel November 2012 - Present
Columbia University - School of International & Public Affairs (SIPA) January 2012 - May 2012
The Conference Board January 2012 - May 2012
United States Department of the Treasury June 2011 - August 2011
Wellington Management Company May 2001 - May 2010
Education
Columbia University - School of International and Public Affairs 2010 — 2012
Master of International Affairs
Northeastern University 2004 — 2009
BSBA
Payden & Rygel November 2012 - Present
Columbia University - School of International & Public Affairs (SIPA) January 2012 - May 2012
The Conference Board January 2012 - May 2012
United States Department of the Treasury June 2011 - August 2011
Wellington Management Company May 2001 - May 2010
Education
Columbia University - School of International and Public Affairs 2010 — 2012
Master of International Affairs
Northeastern University 2004 — 2009
BSBA
Helen McAuley's Wellington Management Company Experience August 1992 - April 1999
Job
Industry Investment Management
Experience
Westfield Capital Management Company November 2005 - Present
MFS Investment Management April 1999 - October 2005
Wellington Management Company August 1992 - April 1999
Bantam Doubleday Dell Publishing Group October 1991 - July 1992
Education
Northeastern University - Graduate School of Business Administration
Masters
Boston College
Bachelor's of Science
Boston Latin Academy
Westfield Capital Management Company November 2005 - Present
MFS Investment Management April 1999 - October 2005
Wellington Management Company August 1992 - April 1999
Bantam Doubleday Dell Publishing Group October 1991 - July 1992
Education
Northeastern University - Graduate School of Business Administration
Masters
Boston College
Bachelor's of Science
Boston Latin Academy
Thandi Muno's Wellington Management Company Experience January 2001 - January 2003
Job Application Sales Manager at Oracle
Industry Information Technology and Services
Experience
Oracle June 2015 - Present
Oracle May 2013 - June 2015
COMSOL, Inc. August 2011 - April 2013
Capital Group March 2005 - May 2008
Dimensional Fund Advisors October 2003 - March 2005
Wellington Management Company January 2001 - January 2003
Skills
Enterprise Technology..., Cloud Applications, Enterprise Software, Solution Selling, CRM, SaaS, Leadership, Strategy, Account Management, Social Media Integration, Sales Process, Demand Generation, Business Development, Knowledge Management, Social Media Strategist, Cloud Computing, Management, Marketing, Sales Operations, Sales, Investments, Analytics, Finance, Microsoft Office, Competitive Analysis, Business Intelligence, Financial Operations, Software Licensing, Marketing Communications, Team Building, Mutual Funds, Microsoft Excel, Financial Services, Compliance, Microsoft Word, Investment Management, Securities, Data Analysis, Salesforce.com, Oracle Applications, Securities Regulation, Regulatory Guidelines, Investment Advisory, Equities, Professional..., Non-profits, Adobe Creative Suite, Writing, CRD, 4D database
Education
Massachusetts Institute of Technology
B.S., Management Science
Massachusetts Institute of Technology - Sloan School of Management
Bachelor of Science (B.S.)
Oracle June 2015 - Present
Oracle May 2013 - June 2015
COMSOL, Inc. August 2011 - April 2013
Capital Group March 2005 - May 2008
Dimensional Fund Advisors October 2003 - March 2005
Wellington Management Company January 2001 - January 2003
Skills
Enterprise Technology..., Cloud Applications, Enterprise Software, Solution Selling, CRM, SaaS, Leadership, Strategy, Account Management, Social Media Integration, Sales Process, Demand Generation, Business Development, Knowledge Management, Social Media Strategist, Cloud Computing, Management, Marketing, Sales Operations, Sales, Investments, Analytics, Finance, Microsoft Office, Competitive Analysis, Business Intelligence, Financial Operations, Software Licensing, Marketing Communications, Team Building, Mutual Funds, Microsoft Excel, Financial Services, Compliance, Microsoft Word, Investment Management, Securities, Data Analysis, Salesforce.com, Oracle Applications, Securities Regulation, Regulatory Guidelines, Investment Advisory, Equities, Professional..., Non-profits, Adobe Creative Suite, Writing, CRD, 4D database
Education
Massachusetts Institute of Technology
B.S., Management Science
Massachusetts Institute of Technology - Sloan School of Management
Bachelor of Science (B.S.)
John Schoch's Wellington Management Company Experience June 2007 - December 2008
Job Senior Manager, Business Consulting, Trading and Risk Management at Sapient Global Markets
Industry Financial Services
Experience
Sapient Global Markets November 2014 - Present
BNY Mellon Asset Management July 2010 - November 2014
BNY Mellon Asset Management August 2009 - July 2010
Wellington Management Company June 2007 - December 2008
Charles River Development February 2004 - June 2007
BNY Mellon Private Wealth Management August 1999 - February 2004
Banc One Investment Management August 1993 - August 1999
Skills
Fixed Income, Derivatives, Credit Derivatives, Interest Rate..., Interest Rate Swaps, Options, FX Hedging, Quantitative Analytics, Interest Rate Risk..., BarCap POINT, Calypso, Software Development, Trading Systems, SQL, Portfolio Management, Integration, Investments, Citi YieldBook, Software Consulting, Product Design, Product Management, Product Lifecycle..., Valuation, Asset Managment, Investment Management, Cross-functional Team..., Financial Services
Education
University of Michigan - Stephen M. Ross School of Business 1991 — 1993
MBA
Bentley University 1990 — 1991
MSCIS
Syracuse University 1975 — 1980
BS
Sapient Global Markets November 2014 - Present
BNY Mellon Asset Management July 2010 - November 2014
BNY Mellon Asset Management August 2009 - July 2010
Wellington Management Company June 2007 - December 2008
Charles River Development February 2004 - June 2007
BNY Mellon Private Wealth Management August 1999 - February 2004
Banc One Investment Management August 1993 - August 1999
Skills
Fixed Income, Derivatives, Credit Derivatives, Interest Rate..., Interest Rate Swaps, Options, FX Hedging, Quantitative Analytics, Interest Rate Risk..., BarCap POINT, Calypso, Software Development, Trading Systems, SQL, Portfolio Management, Integration, Investments, Citi YieldBook, Software Consulting, Product Design, Product Management, Product Lifecycle..., Valuation, Asset Managment, Investment Management, Cross-functional Team..., Financial Services
Education
University of Michigan - Stephen M. Ross School of Business 1991 — 1993
MBA
Bentley University 1990 — 1991
MSCIS
Syracuse University 1975 — 1980
BS
Nathalie Wallace's Wellington Management Company Experience September 1999 - February 2003
Job Seasoned Investment Manager | Emerging Markets Equities
Industry Financial Services
Experience
Senior Investment Management Leader December 2014 - Present
Northeastern University 2015 - 2015
Northeastern University 2015 - 2015
Batterymarch Financial Management February 2009 - July 2014
Delta Partners May 2005 - May 2009
Batterymarch Financial Management March 2003 - May 2005
Wellington Management Company September 1999 - February 2003
Baring Asset Management November 1995 - June 1999
Skills
Emerging Markets, Portfolio Management, Investments, Equities, Valuation, Alternative Investments, Hedge Funds, Equity Research, Financial Modeling, Asset Management, Bloomberg, Private Equity, Fixed Income, Latin America, Investment Management, Entrepreneurship, Technical Analysis, Capital Markets, Asset Allocation, Start-ups
Education
Institut Supérieur de Gestion
Bachelor of Business Administration (BBA), Cum Laude, International Business, Business/Managerial Economics
Société Française des Analystes Financiers - SFAF
CIIA, Certified Financial Analyst
Senior Investment Management Leader December 2014 - Present
Northeastern University 2015 - 2015
Northeastern University 2015 - 2015
Batterymarch Financial Management February 2009 - July 2014
Delta Partners May 2005 - May 2009
Batterymarch Financial Management March 2003 - May 2005
Wellington Management Company September 1999 - February 2003
Baring Asset Management November 1995 - June 1999
Skills
Emerging Markets, Portfolio Management, Investments, Equities, Valuation, Alternative Investments, Hedge Funds, Equity Research, Financial Modeling, Asset Management, Bloomberg, Private Equity, Fixed Income, Latin America, Investment Management, Entrepreneurship, Technical Analysis, Capital Markets, Asset Allocation, Start-ups
Education
Institut Supérieur de Gestion
Bachelor of Business Administration (BBA), Cum Laude, International Business, Business/Managerial Economics
Société Française des Analystes Financiers - SFAF
CIIA, Certified Financial Analyst
Cathy Bei Yi He's Wellington Management Company Experience January 1999 - January 2002
Job CFA, VP of Hedge Fund Strategy at BofA
Industry Financial Services
Experience
BANK OF AMERICA May 2007 - Present
Lehman Brothers September 2004 - May 2007
WELLINGTON MANAGEMENT COMPANY January 1999 - January 2002
Skills
Asset Managment, Finance
Education
The University of Chicago Booth School of Business 2002 — 2004
MBA, Analytical Finance
University of Chicago Graduate School of Business 2002 — 2004
MBA
Northeastern University
B.S, Business Administration
Shanghai University of Finance and Economics 1991 — 1995
Shanghai University of Finance and Economics 1985 — 1991
BANK OF AMERICA May 2007 - Present
Lehman Brothers September 2004 - May 2007
WELLINGTON MANAGEMENT COMPANY January 1999 - January 2002
Skills
Asset Managment, Finance
Education
The University of Chicago Booth School of Business 2002 — 2004
MBA, Analytical Finance
University of Chicago Graduate School of Business 2002 — 2004
MBA
Northeastern University
B.S, Business Administration
Shanghai University of Finance and Economics 1991 — 1995
Shanghai University of Finance and Economics 1985 — 1991
Gregory Walsh's Wellington Management Company Experience June 2004 - August 2004
Job Investment Director at Brandywine Group Advisors
Industry Investment Management
Experience
Brandywine Group Advisors December 2014 - Present
Suffolk University - Sawyer School of Management September 2014 - December 2014
Liberty Mutual Group Asset Management August 2011 - November 2014
Boston College May 2008 - August 2011
Bain Capital July 2007 - April 2008
Cambridge Associates June 2005 - June 2007
Wellington Management Company June 2004 - August 2004
Skills
Private Equity, Asset Allocation, Venture Capital, Investments, Portfolio Management, Equities, Due Diligence, Asset Management, Financial Modeling, Investment Strategies, Alternative Investments, Corporate Finance, Valuation, Investment Management, Fixed Income, Emerging Markets, Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2012
Masters in Finance
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2011
MBA
Boston College 2001 — 2005
BA, Economics, Philosophy
Brandywine Group Advisors December 2014 - Present
Suffolk University - Sawyer School of Management September 2014 - December 2014
Liberty Mutual Group Asset Management August 2011 - November 2014
Boston College May 2008 - August 2011
Bain Capital July 2007 - April 2008
Cambridge Associates June 2005 - June 2007
Wellington Management Company June 2004 - August 2004
Skills
Private Equity, Asset Allocation, Venture Capital, Investments, Portfolio Management, Equities, Due Diligence, Asset Management, Financial Modeling, Investment Strategies, Alternative Investments, Corporate Finance, Valuation, Investment Management, Fixed Income, Emerging Markets, Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2012
Masters in Finance
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2011
MBA
Boston College 2001 — 2005
BA, Economics, Philosophy
Andrew Chused's Wellington Management Company Experience 2002 - 2005
Job Senior Vice President at Hilco Real Estate
Industry Real Estate
Experience
Hilco Real Estate 2010 - Present
NPV/Direct Invest 2005 - 2010
Wellington Management Company 2002 - 2005
Education
Bentley University 1998 — 2002
Sharon High School 1994 — 1998
Hilco Real Estate 2010 - Present
NPV/Direct Invest 2005 - 2010
Wellington Management Company 2002 - 2005
Education
Bentley University 1998 — 2002
Sharon High School 1994 — 1998
Jayme Angell's Wellington Management Company Experience 2003 - Present
Job Vice President, Manager of Real Estate Programming at Wellington Management Company
Industry Investment Management
Experience
Wellington Management Company 2003 - Present
Spaulding & Slye Colliers 2002 - 2003
Thomas Weisel Venture Partners 1999 - 2001
Skills
Real Estate, Property Management, Corporate Real Estate, Lease Administration, Contract Negotiation, Budgets, Commercial Real Estate
Education
Saint Anselm College 1990 — 1994
Bachelor of Arts (BA), Spanish
Wellington Management Company 2003 - Present
Spaulding & Slye Colliers 2002 - 2003
Thomas Weisel Venture Partners 1999 - 2001
Skills
Real Estate, Property Management, Corporate Real Estate, Lease Administration, Contract Negotiation, Budgets, Commercial Real Estate
Education
Saint Anselm College 1990 — 1994
Bachelor of Arts (BA), Spanish
Pam Ford's Wellington Management Company Experience August 2003 - February 2006
Job Online Content Senior Specialist at Bain & Company
Industry Marketing and Advertising
Experience
Bain & Company October 2010 - Present
Contract March 2009 - October 2011
AirCare Environmental Services, Inc. August 2009 - May 2010
Northland Investment Corporation February 2006 - March 2009
Wellington Management Company August 2003 - February 2006
Cloth Court Communications September 2002 - December 2002
Skills
Web Content Management, User Experience, Brand Management, Online content creation, Creation Of Training..., End User Training, Marketing Strategy, Corporate Social Media, Marketing Communications, Marketing Management, Collateral, HTML, Google Analytics, Google Adwords, Graphic Design, Photoshop, Adobe Acrobat, QuarkXPress, Illustrator, Visio, Event Planning, Microsoft Word, PowerPoint, Outlook, Microsoft Excel, SEO, Advertising, Social Media
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2009
MBA, Marketing and Real Estate Management
Isenberg School of Management, UMass Amherst 1999 — 2002
BBA, Marketing
Bain & Company October 2010 - Present
Contract March 2009 - October 2011
AirCare Environmental Services, Inc. August 2009 - May 2010
Northland Investment Corporation February 2006 - March 2009
Wellington Management Company August 2003 - February 2006
Cloth Court Communications September 2002 - December 2002
Skills
Web Content Management, User Experience, Brand Management, Online content creation, Creation Of Training..., End User Training, Marketing Strategy, Corporate Social Media, Marketing Communications, Marketing Management, Collateral, HTML, Google Analytics, Google Adwords, Graphic Design, Photoshop, Adobe Acrobat, QuarkXPress, Illustrator, Visio, Event Planning, Microsoft Word, PowerPoint, Outlook, Microsoft Excel, SEO, Advertising, Social Media
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2009
MBA, Marketing and Real Estate Management
Isenberg School of Management, UMass Amherst 1999 — 2002
BBA, Marketing
Jim Kirkwood's Wellington Management Company Experience January 2008 - July 2012
Job Application Architect at Paychex
Industry Computer Software
Experience
Paychex August 2012 - Present
Wellington Management Company January 2008 - July 2012
Wellington Management August 2001 - December 2007
Questra Consulting July 1999 - August 2001
Skills
Enterprise Architecture, Software Design, Systems Analysis, Integration, Technical Architecture, Software Development, Solution Architecture, Application Architecture, Software Engineering, System Architecture, Content Management, Security, Application Development, Distributed Systems, SOA, Architectures, SDLC, Agile Methodologies, Architecture
Education
Clarkson University 1995 — 1999
BS, Computer Engineering
NE RLF 2012
Paychex August 2012 - Present
Wellington Management Company January 2008 - July 2012
Wellington Management August 2001 - December 2007
Questra Consulting July 1999 - August 2001
Skills
Enterprise Architecture, Software Design, Systems Analysis, Integration, Technical Architecture, Software Development, Solution Architecture, Application Architecture, Software Engineering, System Architecture, Content Management, Security, Application Development, Distributed Systems, SOA, Architectures, SDLC, Agile Methodologies, Architecture
Education
Clarkson University 1995 — 1999
BS, Computer Engineering
NE RLF 2012
Claudia Moeller's Wellington Management Company Experience 2000 - June 2015
Job Board Member at 10,000 Degrees
Industry Nonprofit Organization Management
Experience
10,000 Degrees 2013 - Present
Wellington Management Company 2000 - June 2015
The Second Step 2009 - 2011
Teen Empowerment 2007 - 2010
Bankers Trust 1992 - 1998
Skills
Investments, Asset Management, Fundraising, Nonprofits, Portfolio Management, Strategic Planning, Non-profits, Program Management, Equities, Financial Modeling, Capital Markets, Hedge Funds, Alternative Investments
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Hobart and William Smith Colleges 1987 — 1991
BA, Economics & Spanish
10,000 Degrees 2013 - Present
Wellington Management Company 2000 - June 2015
The Second Step 2009 - 2011
Teen Empowerment 2007 - 2010
Bankers Trust 1992 - 1998
Skills
Investments, Asset Management, Fundraising, Nonprofits, Portfolio Management, Strategic Planning, Non-profits, Program Management, Equities, Financial Modeling, Capital Markets, Hedge Funds, Alternative Investments
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Hobart and William Smith Colleges 1987 — 1991
BA, Economics & Spanish
Ellen Chae's Wellington Management Company Experience January 2012 - Present
Job Investment Director, Wellington Management Company
Industry Investment Management
Experience
Wellington Management Company January 2012 - Present
Russell Investment Group November 2007 - December 2011
Prudential Securities October 1998 - July 2003
Lehman Brothers August 1997 - October 1998
Goldman Sachs July 1992 - July 1995
Skills
Financial Modeling, Investment Management, Hedge Funds, Alternative Investments, Equity Research, Asset Allocation, Investment Strategies, Equities, Asset Managment, Portfolio Management, Private Equity, Bloomberg, Investments, Valuation, Asset Management
Education
Northwestern University - Kellogg School of Management 1995 — 1997
Smith College 1986 — 1990
Wellington Management Company January 2012 - Present
Russell Investment Group November 2007 - December 2011
Prudential Securities October 1998 - July 2003
Lehman Brothers August 1997 - October 1998
Goldman Sachs July 1992 - July 1995
Skills
Financial Modeling, Investment Management, Hedge Funds, Alternative Investments, Equity Research, Asset Allocation, Investment Strategies, Equities, Asset Managment, Portfolio Management, Private Equity, Bloomberg, Investments, Valuation, Asset Management
Education
Northwestern University - Kellogg School of Management 1995 — 1997
Smith College 1986 — 1990
Christy Yun Edgos's Wellington Management Company Experience September 1998 - May 2003
Job
Industry Marketing and Advertising
Experience
Deutsche Bank May 2003 - July 2014
Wellington Management Company September 1998 - May 2003
Education
Boston College 1994 — 1998
BS, Marketing
Deutsche Bank May 2003 - July 2014
Wellington Management Company September 1998 - May 2003
Education
Boston College 1994 — 1998
BS, Marketing
Cindy Metivier Payne's Wellington Management Company Experience February 2003 - February 2010
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
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
Meaghan Mary's Wellington Management Company Experience August 2006 - Present
Job Global Bond Team at Wellington Management Company
Industry Financial Services
Experience
Wellington Management Company August 2006 - Present
Education
Boston College 2002 — 2006
Wellington Management Company August 2006 - Present
Education
Boston College 2002 — 2006
Brian Macinnis's Wellington Management Company Experience June 2007 - October 2012
Job Home Improvement Contractor
Industry Construction
Experience
Self Employed October 2012 - Present
Wellington Management Company June 2007 - October 2012
IGEFI US, LLC July 2006 - May 2007
SSgA April 2000 - July 2006
State Street Global Advisors 2000 - 2006
SSgA 1997 - 2006
State Street Bank 1997 - 1999
Education
Stonehill College 1993 — 1997
Self Employed October 2012 - Present
Wellington Management Company June 2007 - October 2012
IGEFI US, LLC July 2006 - May 2007
SSgA April 2000 - July 2006
State Street Global Advisors 2000 - 2006
SSgA 1997 - 2006
State Street Bank 1997 - 1999
Education
Stonehill College 1993 — 1997
Martin Buoniconti's Wellington Management Company Experience January 2006 - Present
Job VP Trading Systems
Industry Investment Management
Experience
Wellington Management Company January 2006 - Present
State Street Global Markets January 2000 - January 2006
J.L. Kaplan, Ltd. June 1999 - June 2000
Pinnacle Associates, Ltd. May 1998 - June 1999
J.P. Morgan Investment Management May 1996 - May 1998
Wall Street Access December 1993 - May 1996
Aetna Life & Casualty June 1991 - December 1993
Skills
Trading Systems, Bloomberg, Fixed Income, Electronic Trading, Hedge Funds, Equities, Derivatives, FX Options, Mutual Funds, Series 7, Financial Markets, Trading, Credit Derivatives, Market Data, Series 63
Education
Fordham Gabelli School of Business 1994 — 1998
MBA, Finance
Union College 1986 — 1990
BA, Economics
Wellington Management Company January 2006 - Present
State Street Global Markets January 2000 - January 2006
J.L. Kaplan, Ltd. June 1999 - June 2000
Pinnacle Associates, Ltd. May 1998 - June 1999
J.P. Morgan Investment Management May 1996 - May 1998
Wall Street Access December 1993 - May 1996
Aetna Life & Casualty June 1991 - December 1993
Skills
Trading Systems, Bloomberg, Fixed Income, Electronic Trading, Hedge Funds, Equities, Derivatives, FX Options, Mutual Funds, Series 7, Financial Markets, Trading, Credit Derivatives, Market Data, Series 63
Education
Fordham Gabelli School of Business 1994 — 1998
MBA, Finance
Union College 1986 — 1990
BA, Economics
Christopher Mikus's Wellington Management Company Experience August 2007 - October 2007
Job Associate at Birch Hill Investment Advisors LLC
Industry Banking
Experience
Birch Hill Investment Advisors LLC November 2012 - Present
State Street Bank October 2007 - November 2012
Wellington Management Company August 2007 - October 2007
World Teach (Harvard University School of International Development) August 2006 - August 2007
Education
Boston University - School of Management
MBA Candidate
Kenyon College 2000 — 2004
Bachelor of Arts (B.A.), History & Philosophy
Birch Hill Investment Advisors LLC November 2012 - Present
State Street Bank October 2007 - November 2012
Wellington Management Company August 2007 - October 2007
World Teach (Harvard University School of International Development) August 2006 - August 2007
Education
Boston University - School of Management
MBA Candidate
Kenyon College 2000 — 2004
Bachelor of Arts (B.A.), History & Philosophy
Heather M. Hubbard's Wellington Management Company Experience November 2007 - Present
Job Resourceful Analyst seeking new opportunities in the education/nonprofit sector
Industry Financial Services
Experience
Wellington Management Company November 2007 - Present
Heather M. Hubbard June 1999 - May 2010
Brighton High School January 2007 - May 2007
Brighton High School September 2006 - December 2006
Keane, Inc. February 2003 - June 2006
The Hudson Cliffs School June 2001 - June 2002
Houghton Mifflin Company July 1997 - May 2001
Skills
Teaching, Youth Engagement, Youth Empowerment, Public Speaking, Staff Development, Higher Education, Nonprofits, Research, Editing, Proofreading, English, Creative Writing, Writing, Customer Service, Analysis, Management, Budgets
Education
Boston College 2006 — 2007
Master's Degree, Secondary Education and English Language Arts, GPA 3.8
Marlboro College 1992 — 1997
Bachelor's Degree, English Literature and Creative Writing
Wellington Management Company November 2007 - Present
Heather M. Hubbard June 1999 - May 2010
Brighton High School January 2007 - May 2007
Brighton High School September 2006 - December 2006
Keane, Inc. February 2003 - June 2006
The Hudson Cliffs School June 2001 - June 2002
Houghton Mifflin Company July 1997 - May 2001
Skills
Teaching, Youth Engagement, Youth Empowerment, Public Speaking, Staff Development, Higher Education, Nonprofits, Research, Editing, Proofreading, English, Creative Writing, Writing, Customer Service, Analysis, Management, Budgets
Education
Boston College 2006 — 2007
Master's Degree, Secondary Education and English Language Arts, GPA 3.8
Marlboro College 1992 — 1997
Bachelor's Degree, English Literature and Creative Writing
Vanessa Burrill (Fader)'s Wellington Management Company Experience April 2001 - April 2008
Job Senior Project Leader, eBusiness at Thermo Fisher Scientific
Industry Financial Services
Experience
Thermo Fisher Scientific September 2011 - Present
Thermo Fisher Scientific May 2008 - September 2011
Wellington Management Company April 2001 - April 2008
JP Morgan & Co. March 2000 - March 2001
Chase Global Fund Services Co September 1996 - March 2001
Skills
Software Project..., Web Project Management, Product Management, PL/SQL, SharePoint Designer, analytical thinker, Application Design and..., detail oriented, Process Management,..., Software Design, MS Project, Visio, Harvest, Mockups, Microsoft SQL Server, Oracle SQL, Unicenter Service Desk, Toad, Microsoft Project, Quality Assurance, SDLC, Requirements Gathering, Business Analysis, Project Management, Process Improvement, Management
Education
Boston University 2001 — 2006
Master, Computer Science
Suffolk University - Sawyer Business School 1997 — 1999
Masters, Finance
Eastern Illinois University 1990 — 1994
Bachelor, Economics
UMass Boston
Thermo Fisher Scientific September 2011 - Present
Thermo Fisher Scientific May 2008 - September 2011
Wellington Management Company April 2001 - April 2008
JP Morgan & Co. March 2000 - March 2001
Chase Global Fund Services Co September 1996 - March 2001
Skills
Software Project..., Web Project Management, Product Management, PL/SQL, SharePoint Designer, analytical thinker, Application Design and..., detail oriented, Process Management,..., Software Design, MS Project, Visio, Harvest, Mockups, Microsoft SQL Server, Oracle SQL, Unicenter Service Desk, Toad, Microsoft Project, Quality Assurance, SDLC, Requirements Gathering, Business Analysis, Project Management, Process Improvement, Management
Education
Boston University 2001 — 2006
Master, Computer Science
Suffolk University - Sawyer Business School 1997 — 1999
Masters, Finance
Eastern Illinois University 1990 — 1994
Bachelor, Economics
UMass Boston
Judy Fitzgerald's Wellington Management Company Experience December 2003 - May 2011
Job SVP, Senior Relationship Manager at Standard Life Investments
Industry Investment Management
Experience
Standard Life Investments February 2014 - Present
Wellington Management May 2011 - February 2014
Wellington Management Company December 2003 - May 2011
Wellington Management October 1995 - December 2003
Education
Boston College - Wallace E. Carroll Graduate School of Management 1995 — 1997
MSF
University of New Hampshire 1990 — 1994
Bachelor of Science (BS)
University of New Hampshire - Whittemore School of Business and Economics 1990 — 1994
Bachelor of Science (BS)
Standard Life Investments February 2014 - Present
Wellington Management May 2011 - February 2014
Wellington Management Company December 2003 - May 2011
Wellington Management October 1995 - December 2003
Education
Boston College - Wallace E. Carroll Graduate School of Management 1995 — 1997
MSF
University of New Hampshire 1990 — 1994
Bachelor of Science (BS)
University of New Hampshire - Whittemore School of Business and Economics 1990 — 1994
Bachelor of Science (BS)
Karen Burg (Chwalek)'s Wellington Management Company Experience May 2002 - October 2006
Job Founder & CEO at Karuna Wellness Co.
Industry Health, Wellness and Fitness
Experience
Karuna Wellness Co. March 2009 - Present
State Street, Investment Manager Services(formerly IBT) November 2006 - March 2009
Wellington Management Company May 2002 - October 2006
Brown Brothers Harriman and Company June 1994 - May 2002
Education
Lesley University 2008 — 2013
MA, Nutrition and Holistic Health
The Institute for Integrative Nutrition 2009 — 2009
CHHC, Nutrition/Life Coaching
Bentley University 1990 — 1994
Bachelor of Science, Finance
Karuna Wellness Co. March 2009 - Present
State Street, Investment Manager Services(formerly IBT) November 2006 - March 2009
Wellington Management Company May 2002 - October 2006
Brown Brothers Harriman and Company June 1994 - May 2002
Education
Lesley University 2008 — 2013
MA, Nutrition and Holistic Health
The Institute for Integrative Nutrition 2009 — 2009
CHHC, Nutrition/Life Coaching
Bentley University 1990 — 1994
Bachelor of Science, Finance
Michelle Saldivar's Wellington Management Company Experience May 2000 - May 2003
Job Organizational Management
Industry Nonprofit Organization Management
Experience
Neighbors Link Stamford July 2015 - Present
WELLINGTON INTERNATIONAL MANAGEMENT COMPANY PTE LTD May 2003 - January 2009
Wellington Management Company May 2000 - May 2003
Skills
Volunteering, Asset Management, Investments, Portfolio Management, Fixed Income, Mutual Funds, Financial Analysis, Risk Management, Business Analysis, Nonprofits, Photography, Organizational..., Project Management, Mission Work, People Development, Community Development, Cultural Awareness, Youth Mentoring, Spanish Teaching, Spanish Translation
Education
Stonehill College 1995 — 1999
International/Global Studies, Economics and Political Science
Massasoit Community College 1995 — 1997
Liberal Arts
colegio del sagrado corazón de jesus, mexico city
Neighbors Link Stamford July 2015 - Present
WELLINGTON INTERNATIONAL MANAGEMENT COMPANY PTE LTD May 2003 - January 2009
Wellington Management Company May 2000 - May 2003
Skills
Volunteering, Asset Management, Investments, Portfolio Management, Fixed Income, Mutual Funds, Financial Analysis, Risk Management, Business Analysis, Nonprofits, Photography, Organizational..., Project Management, Mission Work, People Development, Community Development, Cultural Awareness, Youth Mentoring, Spanish Teaching, Spanish Translation
Education
Stonehill College 1995 — 1999
International/Global Studies, Economics and Political Science
Massasoit Community College 1995 — 1997
Liberal Arts
colegio del sagrado corazón de jesus, mexico city
Alain Chinca, CFA's Wellington Management Company Experience May 2004 - September 2005
Job Managing Director at Cabot Research LLC
Industry Investment Management
Experience
Cabot Research LLC April 2014 - Present
The Boston Company Asset Management September 2005 - March 2014
Wellington Management Company May 2004 - September 2005
The Boston Company Asset Management February 2000 - May 2004
New England Financial 1991 - 2000
Skills
Factset, Bloomberg, Portfolio Management, Financial Modeling, Asset Management, Valuation, Equities, Financial Analysis, Investments, Excel, Microsoft Office, Equity Research, Asset Managment, Asset Allocation, Teaching, Microsoft Excel, Hedge Funds, Alternative Investments, Fixed Income, Mutual Funds, Capital Markets
Education
Babson College - Franklin W. Olin Graduate School of Business 1989 — 1993
MBA, Finance
Universite Paris Dauphine 1986 — 1988
MS, Management
Universite de Nice 1982 — 1986
BS, Finance and Accounting
Cabot Research LLC April 2014 - Present
The Boston Company Asset Management September 2005 - March 2014
Wellington Management Company May 2004 - September 2005
The Boston Company Asset Management February 2000 - May 2004
New England Financial 1991 - 2000
Skills
Factset, Bloomberg, Portfolio Management, Financial Modeling, Asset Management, Valuation, Equities, Financial Analysis, Investments, Excel, Microsoft Office, Equity Research, Asset Managment, Asset Allocation, Teaching, Microsoft Excel, Hedge Funds, Alternative Investments, Fixed Income, Mutual Funds, Capital Markets
Education
Babson College - Franklin W. Olin Graduate School of Business 1989 — 1993
MBA, Finance
Universite Paris Dauphine 1986 — 1988
MS, Management
Universite de Nice 1982 — 1986
BS, Finance and Accounting
Anna Chiu Hughes's Wellington Management Company Experience August 2003 - Present
Job Portfolio Analyst at Wellington Management Company
Industry Investment Management
Experience
Wellington Management Company August 2003 - Present
Baring Asset Management April 2000 - June 2003
MFS Investment Management September 1998 - April 2000
Education
Boston University 1993 — 1997
HKIS 1990 — 1994
Wellington Management Company August 2003 - Present
Baring Asset Management April 2000 - June 2003
MFS Investment Management September 1998 - April 2000
Education
Boston University 1993 — 1997
HKIS 1990 — 1994
Jay Cloutier's Wellington Management Company Experience 2004 - Present
Job VP Client Applications at Wellington Management Company
Industry Financial Services
Experience
Wellington Management Company 2004 - Present
Keane September 2003 - August 2004
Logistic.com February 2002 - September 2003
Logistic.com February 2001 - February 2002
Computer Sciences Corporation April 1997 - February 2001
Skills
Web Applications, Financial Services, User Interface Design, Fixed Income, Equities, SDLC, Asset Management, JSP, Requirements Gathering, Investment Management, IT Strategy, Business Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2004
MBA, Finance
Babson College 1992 — 1996
Wellington Management Company 2004 - Present
Keane September 2003 - August 2004
Logistic.com February 2002 - September 2003
Logistic.com February 2001 - February 2002
Computer Sciences Corporation April 1997 - February 2001
Skills
Web Applications, Financial Services, User Interface Design, Fixed Income, Equities, SDLC, Asset Management, JSP, Requirements Gathering, Investment Management, IT Strategy, Business Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2004
MBA, Finance
Babson College 1992 — 1996
Katherine Duckworth's Wellington Management Company Experience September 2003 - Present
Job
Industry Investment Management
Experience
Wellington Management Company September 2003 - Present
Genzyme April 2002 - September 2003
Scudder Kemper Investments December 1994 - April 2002
Houghton Mifflin Company June 1993 - December 1994
Boston Financial Data Services September 1989 - June 1993
Skills
Compensation, Human Resources, Management, Onboarding, Talent Acquisition, Talent Management, Deferred Compensation, Executive Pay, HRIS, PeopleSoft, Personnel Management, Performance Management, Employee Benefits, Organizational..., Workforce Planning
Education
Northeastern University 1989 — 1990
MA
Skidmore College 1985 — 1989
BA
The Field School 1981 — 1985
HS
Wellington Management Company September 2003 - Present
Genzyme April 2002 - September 2003
Scudder Kemper Investments December 1994 - April 2002
Houghton Mifflin Company June 1993 - December 1994
Boston Financial Data Services September 1989 - June 1993
Skills
Compensation, Human Resources, Management, Onboarding, Talent Acquisition, Talent Management, Deferred Compensation, Executive Pay, HRIS, PeopleSoft, Personnel Management, Performance Management, Employee Benefits, Organizational..., Workforce Planning
Education
Northeastern University 1989 — 1990
MA
Skidmore College 1985 — 1989
BA
The Field School 1981 — 1985
HS
Josh Fine's Wellington Management Company Experience July 2005 - April 2009
Job Managing Director, Head of Strategy, Investor Services
Industry Financial Services
Experience
Brown Brothers Harriman May 2009 - December 2014
Wellington Management Company July 2005 - April 2009
Citigroup July 1998 - July 2005
Skills
Tax, Private Equity, Fixed Income, Due Diligence, Equities, Securities, Mutual Funds, International Tax, Tax Law, Mergers & Acquisitions, Financial Services, Investments, Corporate Finance, Asset Management, Alternative Investments, Corporate Tax, Hedge Funds
Education
New York University School of Law 1997 — 1998
LLM, Taxation
Benjamin N. Cardozo School of Law, Yeshiva University 1994 — 1997
JD, law
Hobart and William Smith Colleges 1989 — 1993
Bachelor's degree, History and Religious Studies
Brown Brothers Harriman May 2009 - December 2014
Wellington Management Company July 2005 - April 2009
Citigroup July 1998 - July 2005
Skills
Tax, Private Equity, Fixed Income, Due Diligence, Equities, Securities, Mutual Funds, International Tax, Tax Law, Mergers & Acquisitions, Financial Services, Investments, Corporate Finance, Asset Management, Alternative Investments, Corporate Tax, Hedge Funds
Education
New York University School of Law 1997 — 1998
LLM, Taxation
Benjamin N. Cardozo School of Law, Yeshiva University 1994 — 1997
JD, law
Hobart and William Smith Colleges 1989 — 1993
Bachelor's degree, History and Religious Studies
Jim O'Meara's Wellington Management Company Experience January 2002 - Present
Job VP at Wellington Management Company
Industry Financial Services
Experience
Wellington Management Company January 2002 - Present
Wellington Management 2002 - Present
Deutsche Asset Management April 1996 - January 2003
Skills
Asset Management
Education
Merrimack College 1980 — 1984
Wellington Management Company January 2002 - Present
Wellington Management 2002 - Present
Deutsche Asset Management April 1996 - January 2003
Skills
Asset Management
Education
Merrimack College 1980 — 1984
Margie Alvarado's Wellington Management Company Experience August 2000 - July 2002
Job Recruiter at Human Services Management Corporation
Industry Human Resources
Experience
Human Services Management Corporation March 2013 - Present
Kelly Services May 2008 - October 2010
Kelly Services May 2006 - May 2008
Advanced Environmental Technologies June 2005 - April 2006
Century 21 American Properties December 2004 - May 2005
Century 21 American Properties January 2003 - May 2005
Wellington Management Company August 2000 - July 2002
Skills
Human Resources, Software Documentation, Training, Marketing, Management, Employee Relations, Customer Service, Recruiting, Interviews, Negotiation, Temporary Staffing, Hiring, Applicant Tracking..., Administration, Temporary Placement
Education
Stonehill College 1996 — 2000
Bachelor of Arts, Economics
Human Services Management Corporation March 2013 - Present
Kelly Services May 2008 - October 2010
Kelly Services May 2006 - May 2008
Advanced Environmental Technologies June 2005 - April 2006
Century 21 American Properties December 2004 - May 2005
Century 21 American Properties January 2003 - May 2005
Wellington Management Company August 2000 - July 2002
Skills
Human Resources, Software Documentation, Training, Marketing, Management, Employee Relations, Customer Service, Recruiting, Interviews, Negotiation, Temporary Staffing, Hiring, Applicant Tracking..., Administration, Temporary Placement
Education
Stonehill College 1996 — 2000
Bachelor of Arts, Economics
Anne Kingston's Wellington Management Company Experience September 2005 - Present
Job Vice President, Wellington Management
Industry Investment Management
Experience
Wellington Management Company September 2005 - Present
State Street December 1999 - September 2005
Skills
Mutual Funds, Asset Managment, Fixed Income, Equities, Fund Accounting, Securities, Investments, Financial Services, Fund Administration, Alternative Investments
Education
Boston University
Bachelors of Science, Management
Maria Immaculata Secondary School, Dunmanway, Co. Cork, Ireland
Wellington Management Company September 2005 - Present
State Street December 1999 - September 2005
Skills
Mutual Funds, Asset Managment, Fixed Income, Equities, Fund Accounting, Securities, Investments, Financial Services, Fund Administration, Alternative Investments
Education
Boston University
Bachelors of Science, Management
Maria Immaculata Secondary School, Dunmanway, Co. Cork, Ireland
Lisa Lee, CFA's Wellington Management Company Experience 1999 - 2004
Job Financial Services Professional
Industry Financial Services
Experience
Wellington Management Company, LLP January 2008 - Present
Wellington Management 2008 - 2009
Wellington Management Company 1999 - 2004
Education
Bentley University 1984 — 1988
Wellington Management Company, LLP January 2008 - Present
Wellington Management 2008 - 2009
Wellington Management Company 1999 - 2004
Education
Bentley University 1984 — 1988
Amit Partani's Wellington Management Company Experience Vice President & Mgr, Trading ResearchWellington ManagementJanuary 2008 - Present
Job Vice President & Mgr, Trading Research at Wellington Management
Industry Financial Services
Experience
Wellington Management Company Vice President & Mgr, Trading ResearchWellington ManagementJanuary 2008 - Present
Zilliant 2005 - 2006
Skills
Bloomberg, Analysis, Equities, Fixed Income, Financial Modeling, Derivatives, SDLC
Education
The University of Texas at Austin 2001 — 2007
Kendriya Vidyalaya 1986 — 1994
secondary school
Indian Institute of Technology, Bombay
Wellington Management Company Vice President & Mgr, Trading ResearchWellington ManagementJanuary 2008 - Present
Zilliant 2005 - 2006
Skills
Bloomberg, Analysis, Equities, Fixed Income, Financial Modeling, Derivatives, SDLC
Education
The University of Texas at Austin 2001 — 2007
Kendriya Vidyalaya 1986 — 1994
secondary school
Indian Institute of Technology, Bombay
Lisa Thors's Wellington Management Company Experience April 2007 - Present
Job Managing Director at Wellington Management Company
Industry Investment Management
Experience
Wellington Management Company April 2007 - Present
Wellington Management Company April 2007 - Present
Winslow Management Company September 2000 - July 2006
Adams Harkness 1996 - 2000
Adams Harkness and Hill 1996 - 2000
Adams, Harkness & Hill (now Canacord Adams) 1996 - 2000
Adams, Harkness & Hill (now Canaccord Adams) 1996 - 2000
Skills
Alternative Investments, Asset Allocation, Equities, Hedge Funds, Private Equity, Fixed Income, Investments, Capital Markets, Investment Management, Equity Research, Asset Managment, Investor Relations
Education
Harvard Business School 1994 — 1996
MBA, Finance
Yale University 1983 — 1987
BA, American Studies - Literature Concentration
St. Paul's School
Wellington Management Company April 2007 - Present
Wellington Management Company April 2007 - Present
Winslow Management Company September 2000 - July 2006
Adams Harkness 1996 - 2000
Adams Harkness and Hill 1996 - 2000
Adams, Harkness & Hill (now Canacord Adams) 1996 - 2000
Adams, Harkness & Hill (now Canaccord Adams) 1996 - 2000
Skills
Alternative Investments, Asset Allocation, Equities, Hedge Funds, Private Equity, Fixed Income, Investments, Capital Markets, Investment Management, Equity Research, Asset Managment, Investor Relations
Education
Harvard Business School 1994 — 1996
MBA, Finance
Yale University 1983 — 1987
BA, American Studies - Literature Concentration
St. Paul's School
Ben Swanson's Wellington Management Company Experience April 2007 - July 2010
Job Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management July 2010 - Present
Wellington Management Company April 2007 - July 2010
Fitch Ratings 2005 - 2007
JP Morgan Chase 2004 - 2005
Education
Northwestern University 2000 — 2004
Wellington Management July 2010 - Present
Wellington Management Company April 2007 - July 2010
Fitch Ratings 2005 - 2007
JP Morgan Chase 2004 - 2005
Education
Northwestern University 2000 — 2004
Ron Hathaway's Wellington Management Company Experience 2007 - Present
Job Manager at Wellington Management Company
Industry Financial Services
Experience
Wellington Management Company 2007 - Present
Fidelity Investments May 1998 - January 2007
Skills
Vendor Management, Program Management, Data Center, Project Management, Outlook, IT Service Management, Enterprise Architecture, Software Development, Risk Assessment, Risk Management, Contract Management, Analysis, MS Project, SDLC, Management, Business Analysis, Disaster Recovery, Process Improvement
Education
Northeastern University
BS, Business Management
Wellington Management Company 2007 - Present
Fidelity Investments May 1998 - January 2007
Skills
Vendor Management, Program Management, Data Center, Project Management, Outlook, IT Service Management, Enterprise Architecture, Software Development, Risk Assessment, Risk Management, Contract Management, Analysis, MS Project, SDLC, Management, Business Analysis, Disaster Recovery, Process Improvement
Education
Northeastern University
BS, Business Management
Oscar Fang's Wellington Management Company Experience 2002 - 2007
Job Business Systems Analyst at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management January 2007 - Present
Wellington Management Company 2002 - 2007
Skills
Bloomberg
Education
Boston University Questrom School of Business 1993 — 1997
MFS Investment Management January 2007 - Present
Wellington Management Company 2002 - 2007
Skills
Bloomberg
Education
Boston University Questrom School of Business 1993 — 1997
Deb Keene, MBA's Wellington Management Company Experience January 2005 - July 2008
Job Experienced Financial Services Professional
Industry Financial Services
Experience
Global Atlantic Financial Group April 2013 - June 2015
Sun Life Financial October 2012 - April 2013
Sun Life Financial June 2011 - October 2012
Sun Life Financial September 2008 - June 2011
Wellington Management Company January 2005 - July 2008
Wellington Management Company L.L.P. July 2002 - January 2005
Brown Brothers Harriman February 2000 - June 2002
Fidelity Investments February 1998 - February 2000
Eastern Bank March 1996 - February 1998
The Boston Company Asset Management, LLC December 1994 - February 1996
Skills
Fixed Income, Equities, Securities, Portfolio Management, Mutual Funds, Management, Finance, Financial Services, Corporate Actions, Derivatives, Project Management, Business Analysis, Back Office, BlackRock Aladdin, Risk Management, Asset Management, Middle Office, Bloomberg, Strategic Planning, Analysis, Financial Policies &..., Organized Multi-tasker, Proactive self-starter, SOX Compliancy, Team Building, Building Relationships, Highly detail oriented, Data Conversion, Settlement, Equity Trading, Cross-functional Team..., Leadership, Banking, Trading, Investments, Communication Skills, Team Restructuring, Follow Through, Documentation, Relationship Management, Process Improvement
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA
Providence College
BS
Richmond, The American International University in London
Global Atlantic Financial Group April 2013 - June 2015
Sun Life Financial October 2012 - April 2013
Sun Life Financial June 2011 - October 2012
Sun Life Financial September 2008 - June 2011
Wellington Management Company January 2005 - July 2008
Wellington Management Company L.L.P. July 2002 - January 2005
Brown Brothers Harriman February 2000 - June 2002
Fidelity Investments February 1998 - February 2000
Eastern Bank March 1996 - February 1998
The Boston Company Asset Management, LLC December 1994 - February 1996
Skills
Fixed Income, Equities, Securities, Portfolio Management, Mutual Funds, Management, Finance, Financial Services, Corporate Actions, Derivatives, Project Management, Business Analysis, Back Office, BlackRock Aladdin, Risk Management, Asset Management, Middle Office, Bloomberg, Strategic Planning, Analysis, Financial Policies &..., Organized Multi-tasker, Proactive self-starter, SOX Compliancy, Team Building, Building Relationships, Highly detail oriented, Data Conversion, Settlement, Equity Trading, Cross-functional Team..., Leadership, Banking, Trading, Investments, Communication Skills, Team Restructuring, Follow Through, Documentation, Relationship Management, Process Improvement
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA
Providence College
BS
Richmond, The American International University in London
Kathryn Zmrzlik's Wellington Management Company Experience December 2003 - June 2006
Job Manager, Design at Macerich
Industry Real Estate
Experience
Macerich May 2015 - Present
Ermenegildo Zegna Group September 2014 - May 2015
Jonathan Adler February 2013 - August 2014
Gensler August 2010 - February 2013
Boston Architectural College May 2009 - May 2010
Sasaki Associates January 2008 - April 2009
IA Interior Architects March 2006 - January 2008
Wellington Management Company December 2003 - June 2006
Skills
Revit 2009, Revit 2010, Revit 2011, AutoCAD 2004, AutoCAD 2010, AutoCAD 2011, Adobe CS2, Adobe CS4, Adobe CS5, Revit 2012, Revit, Adobe Creative Suite, AutoCAD
Education
Boston Architectural College 2005 — 2010
MID, Masters of Interior Design
Boston University 1999 — 2003
BA, Archaeology
Macerich May 2015 - Present
Ermenegildo Zegna Group September 2014 - May 2015
Jonathan Adler February 2013 - August 2014
Gensler August 2010 - February 2013
Boston Architectural College May 2009 - May 2010
Sasaki Associates January 2008 - April 2009
IA Interior Architects March 2006 - January 2008
Wellington Management Company December 2003 - June 2006
Skills
Revit 2009, Revit 2010, Revit 2011, AutoCAD 2004, AutoCAD 2010, AutoCAD 2011, Adobe CS2, Adobe CS4, Adobe CS5, Revit 2012, Revit, Adobe Creative Suite, AutoCAD
Education
Boston Architectural College 2005 — 2010
MID, Masters of Interior Design
Boston University 1999 — 2003
BA, Archaeology
Michael O'Brien, CFA's Wellington Management Company Experience November 2003 - May 2005
Job Director of Global Trading at Eaton Vance
Industry Investment Management
Experience
Eaton Vance May 2005 - Present
Wellington Management Company November 2003 - May 2005
Brown Brother Harriman May 2000 - November 2003
Skills
FX trading, ISDA negotiations, Emerging Markets, Credit Derivatives, Electronic Trading, Dodd-Frank, FX Options, Fixed Income, GMRA, Trading, Global Custody, Prime Brokerage, Interest Rate..., Futures Trading
Education
Boston College 2002 — 2004
MS, Finance
Colby College 1996 — 2000
BA, Economics & Spanish
Eaton Vance May 2005 - Present
Wellington Management Company November 2003 - May 2005
Brown Brother Harriman May 2000 - November 2003
Skills
FX trading, ISDA negotiations, Emerging Markets, Credit Derivatives, Electronic Trading, Dodd-Frank, FX Options, Fixed Income, GMRA, Trading, Global Custody, Prime Brokerage, Interest Rate..., Futures Trading
Education
Boston College 2002 — 2004
MS, Finance
Colby College 1996 — 2000
BA, Economics & Spanish
Jennifer Forrest's Wellington Management Company Experience January 2006 - May 2010
Job Client Services Director at Three Bell Capital
Industry Financial Services
Experience
Three Bell Capital July 2013 - Present
Wellington Management Company, LLP May 2010 - December 2010
Wellington Management Company January 2006 - May 2010
Wellington Management March 2004 - January 2006
BancBoston Capital (Fleet Bank) February 2003 - March 2004
Skills
Fixed Income, Equities, Asset Management, Financial Modeling
Education
Brigham Young University 1999 — 2002
BA, Communications - Marketing
Three Bell Capital July 2013 - Present
Wellington Management Company, LLP May 2010 - December 2010
Wellington Management Company January 2006 - May 2010
Wellington Management March 2004 - January 2006
BancBoston Capital (Fleet Bank) February 2003 - March 2004
Skills
Fixed Income, Equities, Asset Management, Financial Modeling
Education
Brigham Young University 1999 — 2002
BA, Communications - Marketing
Sarah McCready's Wellington Management Company Experience 2006 - 2007
Job SVP, Marketing at Direxion Funds/Direxion Shares
Industry Financial Services
Experience
Direxion Funds April 2009 - Present
Baring Asset Management March 2007 - December 2008
Wellington Management Company 2006 - 2007
Edward Jones April 2002 - April 2005
Putnam Investments 1999 - 2002
Skills
Adobe Creative Suite, Microsoft Office, Attention To Detail, Marketing Communications, Marketing Strategy, Social Media, Mutual Funds, Integrated Marketing, Email Marketing, Investments, Sales, Alternative Investments, Digital Marketing, Fixed Income, Financial Services, Hedge Funds, Management, Marketing, Asset Management, Strategy, Product Management, Finance, Equities, Advertising, Business Development, Online Advertising, CRM, Social Media Marketing, Market Research, Online Marketing, Leadership, Google Analytics, Digital Strategy, Digital Media
Education
Suffolk University - Sawyer Business School 2007 — 2010
GMBA, International Marketing
Marquette University 1992 — 1996
Bachelor of Arts, International Relations
Direxion Funds April 2009 - Present
Baring Asset Management March 2007 - December 2008
Wellington Management Company 2006 - 2007
Edward Jones April 2002 - April 2005
Putnam Investments 1999 - 2002
Skills
Adobe Creative Suite, Microsoft Office, Attention To Detail, Marketing Communications, Marketing Strategy, Social Media, Mutual Funds, Integrated Marketing, Email Marketing, Investments, Sales, Alternative Investments, Digital Marketing, Fixed Income, Financial Services, Hedge Funds, Management, Marketing, Asset Management, Strategy, Product Management, Finance, Equities, Advertising, Business Development, Online Advertising, CRM, Social Media Marketing, Market Research, Online Marketing, Leadership, Google Analytics, Digital Strategy, Digital Media
Education
Suffolk University - Sawyer Business School 2007 — 2010
GMBA, International Marketing
Marquette University 1992 — 1996
Bachelor of Arts, International Relations
Ingrid Geis's Wellington Management Company Experience 1993 - 2006
Job Investment Management Professional
Industry Investment Management
Experience
Wellington Management Company 1993 - 2006
Wellington Management Company 1993 - 2006
T. Rowe Price Associates, Inc. June 1992 - August 1992
BNP International Financial Services October 1986 - February 1990
PaineWebber Incorporated August 1983 - July 1985
Education
The Tuck School of Business at Dartmouth 1991 — 1993
MBA, Business
Barnard College 1980 — 1982
BA, Economics
Wellington Management Company 1993 - 2006
Wellington Management Company 1993 - 2006
T. Rowe Price Associates, Inc. June 1992 - August 1992
BNP International Financial Services October 1986 - February 1990
PaineWebber Incorporated August 1983 - July 1985
Education
The Tuck School of Business at Dartmouth 1991 — 1993
MBA, Business
Barnard College 1980 — 1982
BA, Economics
Colleen M. Shannon's Wellington Management Company Experience September 2004 - December 2010
Job Assistant Vice President at Wellington Management Company, LLP
Industry Investment Management
Experience
Wellington Management November 2010 - Present
Wellington Management Company September 2004 - December 2010
Investors Bank & Trust July 2000 - September 2004
Skills
Fixed Income, Mutual Funds, Bloomberg, Equities, Financial Services, Client Administration, Hedge Funds, Securities, Asset Management, Alternative Investments, Valuation, Risk Management, Finance, Business Analysis, Fund Accounting, Investments, Relationship Management
Education
Fairfield University 1996 — 2000
BA, Economics
Wellington Management November 2010 - Present
Wellington Management Company September 2004 - December 2010
Investors Bank & Trust July 2000 - September 2004
Skills
Fixed Income, Mutual Funds, Bloomberg, Equities, Financial Services, Client Administration, Hedge Funds, Securities, Asset Management, Alternative Investments, Valuation, Risk Management, Finance, Business Analysis, Fund Accounting, Investments, Relationship Management
Education
Fairfield University 1996 — 2000
BA, Economics
Jonathan Ferber, CFA's Wellington Management Company Experience January 2008 - June 2008
Job Corporate Actions Analyst at William Blair & Company
Industry Financial Services
Experience
William Blair & Company January 2015 - Present
Institutional Capital May 2013 - January 2015
Institutional Capital July 2010 - April 2013
Batterymarch Financial Management January 2009 - June 2009
Wellington Management Company January 2008 - June 2008
Skills
Investments, Asset Managment, Bloomberg, Mutual Funds, Equities, Fixed Income, Financial Analysis, Equity Research, Valuation, Microsoft Excel, Asset Management, Accounting, Banking
Education
Northeastern University 2006 — 2010
Bachelor of Business Administration (BBA), Finance, Accounting
William Blair & Company January 2015 - Present
Institutional Capital May 2013 - January 2015
Institutional Capital July 2010 - April 2013
Batterymarch Financial Management January 2009 - June 2009
Wellington Management Company January 2008 - June 2008
Skills
Investments, Asset Managment, Bloomberg, Mutual Funds, Equities, Fixed Income, Financial Analysis, Equity Research, Valuation, Microsoft Excel, Asset Management, Accounting, Banking
Education
Northeastern University 2006 — 2010
Bachelor of Business Administration (BBA), Finance, Accounting
Rebecca Laurin's Wellington Management Company Experience January 2006 - July 2006
Job Compensation Manager at Akamai Technologies
Industry Internet
Experience
Akamai Technologies July 2015 - Present
Akamai Technologies September 2014 - July 2015
Akamai Technologies May 2013 - September 2014
Staples October 2012 - May 2013
Staples October 2011 - October 2012
Staples October 2010 - October 2011
Monster August 2010 - October 2010
Prudential Unlimited Realty June 2009 - August 2010
Mercer July 2007 - May 2009
Wellington Management Company January 2006 - July 2006
Skills
PeopleSoft, Human Resources, Benefits Administration, Performance Management, Employee Relations, HRIS, Deferred Compensation, Process Improvement
Education
Northeastern University 2004 — 2007
BS, Business Administration
Akamai Technologies July 2015 - Present
Akamai Technologies September 2014 - July 2015
Akamai Technologies May 2013 - September 2014
Staples October 2012 - May 2013
Staples October 2011 - October 2012
Staples October 2010 - October 2011
Monster August 2010 - October 2010
Prudential Unlimited Realty June 2009 - August 2010
Mercer July 2007 - May 2009
Wellington Management Company January 2006 - July 2006
Skills
PeopleSoft, Human Resources, Benefits Administration, Performance Management, Employee Relations, HRIS, Deferred Compensation, Process Improvement
Education
Northeastern University 2004 — 2007
BS, Business Administration
Ravi Arumugam's Wellington Management Company Experience August 2002 - April 2007
Job Database Specialist at Oracle
Industry Information Technology and Services
Experience
Oracle May 2014 - Present
Mercer September 2011 - Present
State Street April 2007 - October 2011
Wellington Management Company August 2002 - April 2007
Skills
Performance Tuning, SQL Tuning, Data Migration, High Availability, Replication, Exadata
Education
Bharathiar University 1991 — 1994
MCA, Computer Science
Erode Arts College, Bharathiar University 1988 — 1991
Bachelor of Science (BS), Electronics
Oracle May 2014 - Present
Mercer September 2011 - Present
State Street April 2007 - October 2011
Wellington Management Company August 2002 - April 2007
Skills
Performance Tuning, SQL Tuning, Data Migration, High Availability, Replication, Exadata
Education
Bharathiar University 1991 — 1994
MCA, Computer Science
Erode Arts College, Bharathiar University 1988 — 1991
Bachelor of Science (BS), Electronics
Anne Noga's Wellington Management Company Experience February 2005 - February 2010
Job Sr. Business Systems Analyst at Epsilon
Industry Information Technology and Services
Experience
Epsilon July 2013 - Present
State Street Global Advisors September 2010 - July 2013
VENTURE FINANCIAL SYSTEMS GROUP February 2001 - March 2010
Wellington Management Company February 2005 - February 2010
Fidelity Investments January 2004 - January 2005
Putnam Investments June 2001 - December 2003
Brown Brothers Harriman & Co February 2001 - June 2001
DST SYSTEMS INC January 1998 - January 2001
Putnam Investments June 1992 - October 1998
Skills
Financial Services, SDLC, Business Analysis, Business Requirements, User Acceptance Testing, Systems Analysis, Process Improvement, Project Management, Reference Data, Corporate Actions, Business Process..., Visio, Mutual Funds, Fixed Income, Swaps and Derivatives, Equities, XML, SoapUI
Education
Suffolk University
MBA
Worcester Polytechnic Institute
BSME
Epsilon July 2013 - Present
State Street Global Advisors September 2010 - July 2013
VENTURE FINANCIAL SYSTEMS GROUP February 2001 - March 2010
Wellington Management Company February 2005 - February 2010
Fidelity Investments January 2004 - January 2005
Putnam Investments June 2001 - December 2003
Brown Brothers Harriman & Co February 2001 - June 2001
DST SYSTEMS INC January 1998 - January 2001
Putnam Investments June 1992 - October 1998
Skills
Financial Services, SDLC, Business Analysis, Business Requirements, User Acceptance Testing, Systems Analysis, Process Improvement, Project Management, Reference Data, Corporate Actions, Business Process..., Visio, Mutual Funds, Fixed Income, Swaps and Derivatives, Equities, XML, SoapUI
Education
Suffolk University
MBA
Worcester Polytechnic Institute
BSME
Andrew Tarnell's Wellington Management Company Experience June 1984 - July 1988
Job Owner, Tarnell Company LLC
Industry Financial Services
Experience
Tarnell Company LLC 2001 - Present
TownsendTarnell, Inc. January 1999 - October 2001
Plastics Information Network, Inc. December 1986 - January 1999
Wellington Management Company June 1984 - July 1988
A.G Edwards & Sons 1980 - 1982
Skills
Account Management, New Business Development, Product Development, Mergers, Plastics, Mergers & Acquisitions, Social Media, Microsoft Excel, Market Research, Product Management, Online Marketing, Business Development, Business Strategy, Business Analysis, Databases, Start-ups, Customer Service, Lead Generation, Social Media Marketing, Small Business, Finance, Financial Analysis, Online Advertising, Email Marketing, SEO, Marketing Communications, Entrepreneurship
Education
Harvard Business School 1982 — 1984
Georgetown University 1974 — 1978
BA, English and Political Science
Montclair Academy 1969 — 1974
Tarnell Company LLC 2001 - Present
TownsendTarnell, Inc. January 1999 - October 2001
Plastics Information Network, Inc. December 1986 - January 1999
Wellington Management Company June 1984 - July 1988
A.G Edwards & Sons 1980 - 1982
Skills
Account Management, New Business Development, Product Development, Mergers, Plastics, Mergers & Acquisitions, Social Media, Microsoft Excel, Market Research, Product Management, Online Marketing, Business Development, Business Strategy, Business Analysis, Databases, Start-ups, Customer Service, Lead Generation, Social Media Marketing, Small Business, Finance, Financial Analysis, Online Advertising, Email Marketing, SEO, Marketing Communications, Entrepreneurship
Education
Harvard Business School 1982 — 1984
Georgetown University 1974 — 1978
BA, English and Political Science
Montclair Academy 1969 — 1974
Mary Cristin Flynn's Wellington Management Company Experience
Job HR Manager at Wellington Management Company
Industry Human Resources
Experience
Wellington Management Company
Skills
Onboarding, Talent Acquisition, Employee Relations, Employee Engagement, Talent Management
Education
Boston College 1991 — 1995
Wellington Management Company
Skills
Onboarding, Talent Acquisition, Employee Relations, Employee Engagement, Talent Management
Education
Boston College 1991 — 1995
Farnaj Khalifa's Wellington Management Company Experience May 2004 - June 2008
Job HCM Applications Analyst II at Partners/DFCI
Industry Hospital & Health Care
Experience
Partners HealthCare June 2008 - Present
Wellington Management Company May 2004 - June 2008
W. R. Grace 2002 - 2004
Skills
HRIS, PeopleSoft, Microsoft Office, Onboarding, Applicant Tracking..., Employee Benefits
Education
Bentley University 1998 — 2002
Bachelor of Science (BS), Management
Partners HealthCare June 2008 - Present
Wellington Management Company May 2004 - June 2008
W. R. Grace 2002 - 2004
Skills
HRIS, PeopleSoft, Microsoft Office, Onboarding, Applicant Tracking..., Employee Benefits
Education
Bentley University 1998 — 2002
Bachelor of Science (BS), Management
Leah Rainis's Wellington Management Company Experience July 2009 - August 2014
Job Experienced Event Professional with an Eye for Detail
Industry Events Services
Experience
Hops and Grain LLC May 2015 - October 2015
Charity Dynamics January 2015 - July 2015
Wellington Management Company July 2009 - August 2014
Wellington Management January 2007 - July 2009
Wellington Management November 2005 - January 2007
Skills
Event Planning, Management, Customer Service, Event Management, Production Managment, Vendor Management, Corporate Events, Live Event Producer, Live Events, Mentoring, Production Management, Business Analysis, Public Speaking, Beer, Craft Beer, Production Planning, Video Conferencing, Webcasting, Audio Visual Support, Audience Response..., Team Leadership, Cross-functional Team..., International Logistics, International Project..., Mentoring New Hires, AV, Budgets, Marketing, Business Development, Team Building, Strategic Planning, Social Media, Project Management, Marketing Communications, Social Networking, Content Strategy, Content Development, Brand Management
Education
Emerson College 2001 — 2004
B.S., Marketing Communication
Hops and Grain LLC May 2015 - October 2015
Charity Dynamics January 2015 - July 2015
Wellington Management Company July 2009 - August 2014
Wellington Management January 2007 - July 2009
Wellington Management November 2005 - January 2007
Skills
Event Planning, Management, Customer Service, Event Management, Production Managment, Vendor Management, Corporate Events, Live Event Producer, Live Events, Mentoring, Production Management, Business Analysis, Public Speaking, Beer, Craft Beer, Production Planning, Video Conferencing, Webcasting, Audio Visual Support, Audience Response..., Team Leadership, Cross-functional Team..., International Logistics, International Project..., Mentoring New Hires, AV, Budgets, Marketing, Business Development, Team Building, Strategic Planning, Social Media, Project Management, Marketing Communications, Social Networking, Content Strategy, Content Development, Brand Management
Education
Emerson College 2001 — 2004
B.S., Marketing Communication
Susan Huleatt's Wellington Management Company Experience May 2002 - April 2011
Job VP, HR Technology at Iron Mountain
Industry Information Services
Experience
Iron Mountain April 2011 - Present
Wellington Management Company May 2002 - April 2011
Skills
Human Resources, HRIS, PeopleSoft, Business Analysis, Program Management, Workday, Business Process..., Vendor Management, Process Improvement, Organizational..., Performance Management, Change Management
Education
Bentley University
BS, Management
Iron Mountain April 2011 - Present
Wellington Management Company May 2002 - April 2011
Skills
Human Resources, HRIS, PeopleSoft, Business Analysis, Program Management, Workday, Business Process..., Vendor Management, Process Improvement, Organizational..., Performance Management, Change Management
Education
Bentley University
BS, Management
Karen Pfefferle's Wellington Management Company Experience August 2003 - Present
Job Curator at Wellington Management Company
Industry Fine Art
Experience
Wellington Management Foundation January 2014 - Present
Wellington Management Company August 2003 - Present
Wellingtons Management Foundation July 2011 - December 2013
Wellington Management Foundation September 2003 - June 2011
Copley Society of Art August 1997 - July 2003
Education
Boston University 1994 — 1996
MA, Art History
University of Pittsburgh 1990 — 1994
BA, Art History and Business
Wellington Management Foundation January 2014 - Present
Wellington Management Company August 2003 - Present
Wellingtons Management Foundation July 2011 - December 2013
Wellington Management Foundation September 2003 - June 2011
Copley Society of Art August 1997 - July 2003
Education
Boston University 1994 — 1996
MA, Art History
University of Pittsburgh 1990 — 1994
BA, Art History and Business
Edward Baldini's Wellington Management Company Experience 2005 - Present
Job Investment Director at Wellington Management Company
Industry Financial Services
Experience
Wellington Management Company 2005 - Present
MFS Investment Management 2000 - 2005
Scudder 1995 - 2000
Aetna 1985 - 1995
Education
Trinity College
MA, Economics
Occidental College 1980 — 1984
Milton Academy 1975 — 1980
Dexter School 1973 — 1975
Park School 1967 — 1973
Wellington Management Company 2005 - Present
MFS Investment Management 2000 - 2005
Scudder 1995 - 2000
Aetna 1985 - 1995
Education
Trinity College
MA, Economics
Occidental College 1980 — 1984
Milton Academy 1975 — 1980
Dexter School 1973 — 1975
Park School 1967 — 1973
Nissa Belanger's Wellington Management Company Experience 2003 - December 2003
Job Independent Individual & Family Services Professional
Industry Individual & Family Services
Experience
The Pawfect Walk 2004 - 2006
Wellington Management Company 2003 - December 2003
Wellington Management Company 2000 - 2003
Education
Hamilton College 1993 — 1997
The Pawfect Walk 2004 - 2006
Wellington Management Company 2003 - December 2003
Wellington Management Company 2000 - 2003
Education
Hamilton College 1993 — 1997
James Farrow, CFA's Wellington Management Company Experience 2005 - 2008
Job Client Relationship Manager at GMO
Industry Investment Management
Experience
GMO March 2014 - Present
Manulife Asset Management 2009 - March 2014
Wellington Management Company 2005 - 2008
Fidelity Investments 2001 - 2002
Breakaway Solutions 2000 - 2001
Accenture 1997 - 2000
Education
Yale University - Yale School of Management 2002 — 2004
MBA
Haverford College 1993 — 1997
BA
Concord Carlisle High School
GMO March 2014 - Present
Manulife Asset Management 2009 - March 2014
Wellington Management Company 2005 - 2008
Fidelity Investments 2001 - 2002
Breakaway Solutions 2000 - 2001
Accenture 1997 - 2000
Education
Yale University - Yale School of Management 2002 — 2004
MBA
Haverford College 1993 — 1997
BA
Concord Carlisle High School
Brian Calabrese's Wellington Management Company Experience December 2005 - Present
Job Vice President, Manager, Business Continuity at Wellington Management Company
Industry Financial Services
Experience
Wellington Management Company December 2005 - Present
Gillette January 2000 - November 2005
Education
Northeastern University 1995 — 2001
BS Business Administration
Wellington Management Company December 2005 - Present
Gillette January 2000 - November 2005
Education
Northeastern University 1995 — 2001
BS Business Administration
Gail Von Drashek's Wellington Management Company Experience 1984 - 2008
Job Raptor Rehabilition Liberty Wildlife Vol./SemiRetired Investment Management Professional
Industry Investment Management
Experience
Wellington Management Company 1984 - 2008
State of Alaska January 1981 - July 1983
Skills
Asset Managment, Equities, Trading, Hedge Funds, Alternative Investments, Fixed Income, Analysis, Finance, Asset Management, Derivatives, Capital Markets, Equity Research, Portfolio Management, Asset Allocation, Investment Management, Securities, Investments, Financial Services, Private Equity, Mutual Funds, Investment Strategies
Education
Simmons College - Simmons School of Management 1985 — 1988
MBA
University of Alaska Southeast 1980 — 1982
MAT, Masters of Art of Teaching Candidate
Lawrence University 1975 — 1979
BA, Environmental Studies
Edina East HS
Edina East HS
Wellington Management Company 1984 - 2008
State of Alaska January 1981 - July 1983
Skills
Asset Managment, Equities, Trading, Hedge Funds, Alternative Investments, Fixed Income, Analysis, Finance, Asset Management, Derivatives, Capital Markets, Equity Research, Portfolio Management, Asset Allocation, Investment Management, Securities, Investments, Financial Services, Private Equity, Mutual Funds, Investment Strategies
Education
Simmons College - Simmons School of Management 1985 — 1988
MBA
University of Alaska Southeast 1980 — 1982
MAT, Masters of Art of Teaching Candidate
Lawrence University 1975 — 1979
BA, Environmental Studies
Edina East HS
Edina East HS
Richard Carnwath's Wellington Management Company Experience July 1973 - July 1980
Job Independent Investment Management Professional
Industry Investment Management
Experience
Braebourne Investments July 2003 - Present
Vulcan Materials Company July 1985 - June 2003
Pennsylvania Pacific Corp. July 1980 - July 1985
Wellington Management Company July 1973 - July 1980
Education
University of Pennsylvania - The Wharton School 1971 — 1973
MBA, Finance
Cornell University 1966 — 1970
BA, Sociology
Braebourne Investments July 2003 - Present
Vulcan Materials Company July 1985 - June 2003
Pennsylvania Pacific Corp. July 1980 - July 1985
Wellington Management Company July 1973 - July 1980
Education
University of Pennsylvania - The Wharton School 1971 — 1973
MBA, Finance
Cornell University 1966 — 1970
BA, Sociology
Chris Heckscher, CFA's Wellington Management Company Experience 1994 - 2008
Job at Standard Life Investments
Industry Financial Services
Experience
Standard Life Investments September 2009 - Present
Wellington Management Company 1994 - 2008
First Fidelity Bank December 1988 - July 1992
Skills
Credit, Equities, Fixed Income, Finance, Investments, Bonds, Private Equity, Credit Analysis, Investment Management, Loans, Portfolio Management, Asset Management, Mergers & Acquisitions, Hedge Funds, Financial Services, High Yield, Analysis, Securities, Structured Finance
Education
The Tuck School of Business at Dartmouth 1992 — 1994
MBA, General Management
Harvard University 1983 — 1987
AB, History, cum laude
St. Paul's School 1980 — 1983
Standard Life Investments September 2009 - Present
Wellington Management Company 1994 - 2008
First Fidelity Bank December 1988 - July 1992
Skills
Credit, Equities, Fixed Income, Finance, Investments, Bonds, Private Equity, Credit Analysis, Investment Management, Loans, Portfolio Management, Asset Management, Mergers & Acquisitions, Hedge Funds, Financial Services, High Yield, Analysis, Securities, Structured Finance
Education
The Tuck School of Business at Dartmouth 1992 — 1994
MBA, General Management
Harvard University 1983 — 1987
AB, History, cum laude
St. Paul's School 1980 — 1983
Joe Penta's Wellington Management Company Experience July 1997 - Present
Job Managing Director, VP, Senior Manager Wellington Trust Administration at Wellington Management Company
Industry Investment Management
Experience
Wellington Management Company July 1997 - Present
Education
Bentley University
Wellington Management Company July 1997 - Present
Education
Bentley University
Paul Herlihy's Wellington Management Company Experience 1992 - 1994
Job Manager of Data Services Support at BNYMellon
Industry Financial Services
Experience
BNYMellon 2007 - Present
Standish Mellon Asset Management April 2001 - July 2008
Standish, Ayer & Wood, Inc. August 1994 - April 2001
Wellington Management Company 1992 - 1994
Wellington Management Company 1987 - 1992
Wellington Management Company 1985 - 1986
Skills
Video Technologies, Management, Software Documentation, Asset Management, Equities, Video, Access, Networking, Security, Switches, Disaster Recovery, Wireless, Telecommunications, Analysis, Project Management, Integration, Data Warehousing, Firewalls, Portfolio Management, Risk Management, SDLC, Business Analysis
Education
Villanova University 2008 — 2009
Certificate, Project Management
Northeastern University 1988 — 1990
Certificate, Telecommunications Technology
Bridgewater State University 1980 — 1985
BS, Management Science
BNYMellon 2007 - Present
Standish Mellon Asset Management April 2001 - July 2008
Standish, Ayer & Wood, Inc. August 1994 - April 2001
Wellington Management Company 1992 - 1994
Wellington Management Company 1987 - 1992
Wellington Management Company 1985 - 1986
Skills
Video Technologies, Management, Software Documentation, Asset Management, Equities, Video, Access, Networking, Security, Switches, Disaster Recovery, Wireless, Telecommunications, Analysis, Project Management, Integration, Data Warehousing, Firewalls, Portfolio Management, Risk Management, SDLC, Business Analysis
Education
Villanova University 2008 — 2009
Certificate, Project Management
Northeastern University 1988 — 1990
Certificate, Telecommunications Technology
Bridgewater State University 1980 — 1985
BS, Management Science
Diana D. Carroll's Wellington Management Company Experience 2000 - 2008
Job CoCoordinator at Family Services Coalition (Volunteer)
Industry Civic & Social Organization
Experience
Family Services Coalition (www.familyservicescoalition.org) June 2014 - Present
Dunning Elementary School, Framingham, MA September 2011 - Present
Wellesley Nursery School in the Hills October 2010 - Present
Wellesley A Better Chance 2007 - 2013
Bates Elementary School September 2007 - May 2010
Wellington Management Foundation 2003 - 2008
Wellington Management Company 2000 - 2008
Wellington Management Company 1989 - 2000
Procter & Gamble Company 1980 - 1985
Skills
Teaching English as a..., Linguistics, Marketing, Elementary Education, Grant Preparation, Non-profits, Event Planning, Language Arts, Writing, Electronic..., Youth Outreach, Investment Management, Event Management, Project Management, Volunteer Management, Social Services
Education
MA Preliminary Educator Licensure & English Language Learners Specialist 2011 — 2011
Communications & Literacy Skills Exam Certified, English Language Learners Exam Certified
Cornell University
BA, Economics
Yale School of Management
MBA, Public & Private Organization Management
Family Services Coalition (www.familyservicescoalition.org) June 2014 - Present
Dunning Elementary School, Framingham, MA September 2011 - Present
Wellesley Nursery School in the Hills October 2010 - Present
Wellesley A Better Chance 2007 - 2013
Bates Elementary School September 2007 - May 2010
Wellington Management Foundation 2003 - 2008
Wellington Management Company 2000 - 2008
Wellington Management Company 1989 - 2000
Procter & Gamble Company 1980 - 1985
Skills
Teaching English as a..., Linguistics, Marketing, Elementary Education, Grant Preparation, Non-profits, Event Planning, Language Arts, Writing, Electronic..., Youth Outreach, Investment Management, Event Management, Project Management, Volunteer Management, Social Services
Education
MA Preliminary Educator Licensure & English Language Learners Specialist 2011 — 2011
Communications & Literacy Skills Exam Certified, English Language Learners Exam Certified
Cornell University
BA, Economics
Yale School of Management
MBA, Public & Private Organization Management
Lauren Winter's Wellington Management Company Experience July 2009 - December 2009
Job Clinical Research Study Coordinator at George Washington University Hospital
Industry Hospital & Health Care
Experience
George Washington University Hospital May 2012 - Present
Northeastern University August 2007 - May 2012
CHILD FAMILY HEALTH INTERNATIONAL August 2011 - September 2011
GEORGE WASHINGTON UNIVERSITY HOSPITAL June 2011 - July 2011
WELLINGTON MANAGEMENT COMPANY July 2009 - December 2009
Skills
Excel, Microsoft Office, Word, PowerPoint, Cpr Certified, Cerner, FirstNet, WebEx, IBEX
Education
Northeastern University 2007 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Lake Placid High School 2004 — 2007
George Washington University Hospital May 2012 - Present
Northeastern University August 2007 - May 2012
CHILD FAMILY HEALTH INTERNATIONAL August 2011 - September 2011
GEORGE WASHINGTON UNIVERSITY HOSPITAL June 2011 - July 2011
WELLINGTON MANAGEMENT COMPANY July 2009 - December 2009
Skills
Excel, Microsoft Office, Word, PowerPoint, Cpr Certified, Cerner, FirstNet, WebEx, IBEX
Education
Northeastern University 2007 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Lake Placid High School 2004 — 2007
Lisa Weir's Wellington Management Company Experience April 2001 - December 2012
Job Trading Business Analyst
Industry Investment Management
Experience
A Kup At A Time, LLC January 2013 - Present
Wellington Management Company April 2001 - December 2012
Freelance Paralegal November 1992 - September 2002
Standish, Ayer & Wood October 1998 - April 2001
Caritas Norwood Hospital January 1992 - October 1998
Skills
Equities, Fixed Income, Leadership
Education
Northeastern University
BSBA, Finance, Graduated Summa Cum Laude
Bentley University
Accounting Certificate, Accounting
A Kup At A Time, LLC January 2013 - Present
Wellington Management Company April 2001 - December 2012
Freelance Paralegal November 1992 - September 2002
Standish, Ayer & Wood October 1998 - April 2001
Caritas Norwood Hospital January 1992 - October 1998
Skills
Equities, Fixed Income, Leadership
Education
Northeastern University
BSBA, Finance, Graduated Summa Cum Laude
Bentley University
Accounting Certificate, Accounting
Peter Cory's Wellington Management Company Experience July 2004 - January 2006
Job Trustee, Member of Investment Committee at Wellesley Scholarship Foundation
Industry Nonprofit Organization Management
Experience
Wellesley Scholarship Foundation March 2011 - Present
Friends of Wellesley METCO, Inc. May 2010 - June 2013
Town of Wellesley July 2009 - June 2010
Friends of Wellesley METCO, Inc. August 2007 - April 2010
Town of Wellesley July 2008 - June 2009
Wellington Management Company July 2004 - January 2006
Wellington Management Company July 1998 - June 2002
Wellington Management Company July 1992 - June 1997
Wellington Management Company November 1988 - June 1992
Mortgage Market Analysis (dba Homeowner Financial Services) February 1984 - August 1988
Education
University of California, Berkeley 1973 — 1978
PhD, Economics
Monash University 1967 — 1970
B. Ec., Economics
Wellesley Scholarship Foundation March 2011 - Present
Friends of Wellesley METCO, Inc. May 2010 - June 2013
Town of Wellesley July 2009 - June 2010
Friends of Wellesley METCO, Inc. August 2007 - April 2010
Town of Wellesley July 2008 - June 2009
Wellington Management Company July 2004 - January 2006
Wellington Management Company July 1998 - June 2002
Wellington Management Company July 1992 - June 1997
Wellington Management Company November 1988 - June 1992
Mortgage Market Analysis (dba Homeowner Financial Services) February 1984 - August 1988
Education
University of California, Berkeley 1973 — 1978
PhD, Economics
Monash University 1967 — 1970
B. Ec., Economics
Kathy Monson's Wellington Management Company Experience July 2008 - November 2008
Job Senior Administrative Assistant at EMC
Industry Executive Office
Experience
EMC December 2010 - Present
Milford Humane Society September 2006 - Present
Wellington Management Company July 2008 - November 2008
Biogen Idec September 2007 - June 2008
Boston Scientific July 2006 - May 2007
PFPC June 1990 - December 2005
Skills
Policy, Lotus Notes, Expense Reports, Microsoft Excel, Administrative..., Spreadsheets, Outlook, Travel Arrangements, Invoicing, Training, Process Scheduler, Fundraising, Management
Education
Burdett School
Diploma, Cooperative Executive Secretarial
Fisher College
Certificate, Office Administration
EMC December 2010 - Present
Milford Humane Society September 2006 - Present
Wellington Management Company July 2008 - November 2008
Biogen Idec September 2007 - June 2008
Boston Scientific July 2006 - May 2007
PFPC June 1990 - December 2005
Skills
Policy, Lotus Notes, Expense Reports, Microsoft Excel, Administrative..., Spreadsheets, Outlook, Travel Arrangements, Invoicing, Training, Process Scheduler, Fundraising, Management
Education
Burdett School
Diploma, Cooperative Executive Secretarial
Fisher College
Certificate, Office Administration
Matthew Whittier's Wellington Management Company Experience May 2006 - Present
Job
Industry Investment Management
Experience
Wellington Management Company May 2006 - Present
State Street Global Markets March 2004 - May 2006
State Street Corporation November 2001 - March 2004
Skills
Fixed Income, Bloomberg, Trading, Foreign Exchange, Customer Service, Oasys, Hedge Funds, Investments, Mutual Funds, Derivatives, Bonds, Asset Managment, Investment Management
Education
D'Amore-McKim School of Business at Northeastern University 2004 — 2008
MBA, Investments
Babson College 1997 — 2001
Bachelor of Science, Business Administration; Entrepreneurial Studies
Wellington Management Company May 2006 - Present
State Street Global Markets March 2004 - May 2006
State Street Corporation November 2001 - March 2004
Skills
Fixed Income, Bloomberg, Trading, Foreign Exchange, Customer Service, Oasys, Hedge Funds, Investments, Mutual Funds, Derivatives, Bonds, Asset Managment, Investment Management
Education
D'Amore-McKim School of Business at Northeastern University 2004 — 2008
MBA, Investments
Babson College 1997 — 2001
Bachelor of Science, Business Administration; Entrepreneurial Studies
Anita Springer's Wellington Management Company Experience 1980 - 1985
Job Development Chair
Industry Nonprofit Organization Management
Experience
Hoffman-Haas Fellowship Program 2014 - Present
Winnipesaukee Playhouse January 2013 - Present
New England Wild Flower Society 2012 - August 2015
Newton Community Service Center 2010 - June 2012
Harvard Business School Community Action Partners 2002 - 2011
Scudder, Stevens & Clark 1986 - 1997
Wellington Management Company 1980 - 1985
Skills
Non-profits, Fundraising, Strategic Planning, Competitive Analysis, Board Development, Chartered Financial..., Community Outreach, Marketing Strategy, Nonprofits, Public Speaking, Philanthropy, Strategy, Start-ups, Annual Giving, Research, Mergers & Acquisitions
Education
Harvard Business School 1978 — 1980
MBA, Finance
Princeton University 1972 — 1976
AB, Philosophy
Hoffman-Haas Fellowship Program 2014 - Present
Winnipesaukee Playhouse January 2013 - Present
New England Wild Flower Society 2012 - August 2015
Newton Community Service Center 2010 - June 2012
Harvard Business School Community Action Partners 2002 - 2011
Scudder, Stevens & Clark 1986 - 1997
Wellington Management Company 1980 - 1985
Skills
Non-profits, Fundraising, Strategic Planning, Competitive Analysis, Board Development, Chartered Financial..., Community Outreach, Marketing Strategy, Nonprofits, Public Speaking, Philanthropy, Strategy, Start-ups, Annual Giving, Research, Mergers & Acquisitions
Education
Harvard Business School 1978 — 1980
MBA, Finance
Princeton University 1972 — 1976
AB, Philosophy
Alyssa Arne's Wellington Management Company Experience March 2012 - Present
Job
Industry Financial Services
Experience
Wellington Management Company March 2012 - Present
Skills
Excel, Microsoft Office, Word, PowerPoint, Customer Service, Clarity, Time Management, Microsoft Excel, Microsoft Word, Finance
Education
Roger Williams University 2007 — 2011
Bachelor of Science, Finance and accounting
Wellington Management Company March 2012 - Present
Skills
Excel, Microsoft Office, Word, PowerPoint, Customer Service, Clarity, Time Management, Microsoft Excel, Microsoft Word, Finance
Education
Roger Williams University 2007 — 2011
Bachelor of Science, Finance and accounting
Katherine Ballou's Wellington Management Company Experience February 1997 - August 2000
Job Consultant
Industry Financial Services
Experience
Greater Boston Area January 2009 - Present
Lee Munder Capital Group August 2000 - May 2008
Wellington Management Company February 1997 - August 2000
Skills
Strategy, Hedge Funds, Funding, Alternative Investments, Start-ups, Finance
Education
Boston College
MA, Economics
Boston College
BA, Economics
Greater Boston Area January 2009 - Present
Lee Munder Capital Group August 2000 - May 2008
Wellington Management Company February 1997 - August 2000
Skills
Strategy, Hedge Funds, Funding, Alternative Investments, Start-ups, Finance
Education
Boston College
MA, Economics
Boston College
BA, Economics
Brescia Beckner's Wellington Management Company Experience August 2013 - Present
Job Global Equity Portfolio Management at Wellington Management Company
Industry
Experience
Wellington Management Company August 2013 - Present
Berkshire Partners September 2009 - July 2011
Orion Capital Partners, L.P. June 2008 - January 2009
Leerink Swann November 2005 - October 2007
William Gallagher Associates April 2003 - November 2005
Harvard Kennedy School of Government August 2002 - January 2003
Education
Northeastern University 2011 — 2014
Bachelor of Science (BS), Organizational Communication and Public Relations
Wellington Management Company August 2013 - Present
Berkshire Partners September 2009 - July 2011
Orion Capital Partners, L.P. June 2008 - January 2009
Leerink Swann November 2005 - October 2007
William Gallagher Associates April 2003 - November 2005
Harvard Kennedy School of Government August 2002 - January 2003
Education
Northeastern University 2011 — 2014
Bachelor of Science (BS), Organizational Communication and Public Relations
Naomi Friedman's Wellington Management Company Experience February 2002 - September 2004
Job Administrative, Marketing and Financial Analysis Professional
Industry Human Resources
Experience
Always Best Care Senior Services August 2012 - March 2013
Friedman & Associates January 2007 - August 2012
African Refugee Development Center October 2010 - February 2011
Sano International August 2010 - February 2011
Denneen & Company Marketing and Branding Consulting August 2005 - June 2007
Wellington Management Company February 2002 - September 2004
Network Plus October 2001 - January 2002
Skills
Event Planning, Social Media, Public Speaking, Spanish, Social Networking, Microsoft Office, PowerPoint, Research, Microsoft Excel, Customer Service, Fundraising, Non-profits, Social Media Marketing, Event Management, Volunteer Management, Proposal Writing, Data Analysis, Microsoft Word, Photoshop, Community Outreach, Analysis, Public Relations, Web Design
Education
Babson College 1997 — 2001
Bachelor's degree, Business Administration and Management, General
Always Best Care Senior Services August 2012 - March 2013
Friedman & Associates January 2007 - August 2012
African Refugee Development Center October 2010 - February 2011
Sano International August 2010 - February 2011
Denneen & Company Marketing and Branding Consulting August 2005 - June 2007
Wellington Management Company February 2002 - September 2004
Network Plus October 2001 - January 2002
Skills
Event Planning, Social Media, Public Speaking, Spanish, Social Networking, Microsoft Office, PowerPoint, Research, Microsoft Excel, Customer Service, Fundraising, Non-profits, Social Media Marketing, Event Management, Volunteer Management, Proposal Writing, Data Analysis, Microsoft Word, Photoshop, Community Outreach, Analysis, Public Relations, Web Design
Education
Babson College 1997 — 2001
Bachelor's degree, Business Administration and Management, General
Sharniece B's Wellington Management Company Experience July 2014 - Present
Job Investor Services Assistant at Wellington Management
Industry Legal Services
Experience
Wellington Management Company July 2014 - Present
Wellington Management August 2012 - July 2014
CT Corporation 2009 - 2012
The Skill Bureau 2009 - 2009
Routhier Placement Agency 2009 - 2009
Denner Pellegrino LLP 2008 - 2008
Edward A Bullins, Playwright 2005 - December 2007
Roach & Carpenter, P.C. 2006 - July 2007
LaClair & McElhinney January 2005 - September 2006
Bramanti & Lyons Court Reporting Agency January 2005 - September 2006
Skills
Filing, Westlaw, Legal Research, Legal Writing, Litigation, File Management, Outlook, Litigation Support, Legal Assistance, Customer Service, Microsoft Word, Adobe Acrobat, Courts, Public Speaking, Research, QuickBooks, Corporate Law, Document Review, Editing, Social Media, Legal Documents, Notary Public, Lexis, Analysis, Corporate Governance, Intellectual Property, Microsoft Office, Finance, Pleadings, Mergers & Acquisitions, Due Diligence, Time Management
Education
Suffolk University 2005 — 2008
Bachelors, Paralegal studies
UMass Dartmouth 2003 — 2004
na, General
Wellington Management Company July 2014 - Present
Wellington Management August 2012 - July 2014
CT Corporation 2009 - 2012
The Skill Bureau 2009 - 2009
Routhier Placement Agency 2009 - 2009
Denner Pellegrino LLP 2008 - 2008
Edward A Bullins, Playwright 2005 - December 2007
Roach & Carpenter, P.C. 2006 - July 2007
LaClair & McElhinney January 2005 - September 2006
Bramanti & Lyons Court Reporting Agency January 2005 - September 2006
Skills
Filing, Westlaw, Legal Research, Legal Writing, Litigation, File Management, Outlook, Litigation Support, Legal Assistance, Customer Service, Microsoft Word, Adobe Acrobat, Courts, Public Speaking, Research, QuickBooks, Corporate Law, Document Review, Editing, Social Media, Legal Documents, Notary Public, Lexis, Analysis, Corporate Governance, Intellectual Property, Microsoft Office, Finance, Pleadings, Mergers & Acquisitions, Due Diligence, Time Management
Education
Suffolk University 2005 — 2008
Bachelors, Paralegal studies
UMass Dartmouth 2003 — 2004
na, General
Josh Koblitz's Wellington Management Company Experience July 2010 - December 2010
Job Senior Analyst at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade March 2015 - Present
Shire Pharmaceuticals May 2012 - February 2013
Tyco International Management Company July 2011 - January 2012
Wellington Management Company July 2010 - December 2010
Mars, Inc August 2009 - June 2010
Skills
Analysis, PeopleSoft, Payroll, Microsoft Excel, Strategic Planning, Financial Analysis, Bloomberg, PowerPoint, Financial Statement..., Accounting, Strategic Sourcing, Procurement, Training, Process Improvement, Budgets, Microsoft Office, Cross-functional Team...
Education
Northeastern University 2007 — 2012
Bachelor of Science degree, Business Administration May 2012; Accounting/Entrepreneurship
TD Ameritrade March 2015 - Present
Shire Pharmaceuticals May 2012 - February 2013
Tyco International Management Company July 2011 - January 2012
Wellington Management Company July 2010 - December 2010
Mars, Inc August 2009 - June 2010
Skills
Analysis, PeopleSoft, Payroll, Microsoft Excel, Strategic Planning, Financial Analysis, Bloomberg, PowerPoint, Financial Statement..., Accounting, Strategic Sourcing, Procurement, Training, Process Improvement, Budgets, Microsoft Office, Cross-functional Team...
Education
Northeastern University 2007 — 2012
Bachelor of Science degree, Business Administration May 2012; Accounting/Entrepreneurship
Halima Kadiri's Wellington Management Company Experience August 2005 - July 2007
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
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
Bert Tsang's Wellington Management Company Experience October 2005 - January 2009
Job Consultant | Business Analyst | Business Systems Analyst | Quality Assurance
Industry Financial Services
Experience
John Hancock Financial Services November 2013 - Present
Liberty Mutual Group January 2012 - January 2013
State Street Corporation March 2011 - December 2011
State Street Global Advisors September 2009 - April 2010
Wellington Management Company October 2005 - January 2009
State Street Bank April 2005 - September 2005
Fidelity Investments February 2000 - February 2005
State Street Bank August 1997 - January 2000
Mellon Trust / The Boston Company 1994 - 1997
Fidelity Investments 1988 - 1993
Skills
Quality Assurance, Budgets, Testing, Business Analysis, User Acceptance Testing
Education
Boston College - Carroll School of Management
Bachelor of Science (BS), Finance and Financial Management Services
University of Massachusetts at Lowell
Certificate in Website Design and Development, Web Page, Digital/Multimedia and Information Resources Design
John Hancock Financial Services November 2013 - Present
Liberty Mutual Group January 2012 - January 2013
State Street Corporation March 2011 - December 2011
State Street Global Advisors September 2009 - April 2010
Wellington Management Company October 2005 - January 2009
State Street Bank April 2005 - September 2005
Fidelity Investments February 2000 - February 2005
State Street Bank August 1997 - January 2000
Mellon Trust / The Boston Company 1994 - 1997
Fidelity Investments 1988 - 1993
Skills
Quality Assurance, Budgets, Testing, Business Analysis, User Acceptance Testing
Education
Boston College - Carroll School of Management
Bachelor of Science (BS), Finance and Financial Management Services
University of Massachusetts at Lowell
Certificate in Website Design and Development, Web Page, Digital/Multimedia and Information Resources Design
Ed Owens's Wellington Management Company Experience July 1974 - December 2012
Job retired partner of Wellington Management Company
Industry Investment Management
Experience
Wellington Management Company July 1974 - December 2012
Education
Harvard University 1972 — 1974
MBA
University of Virginia 1964 — 1968
BS in Physics
Wellington Management Company July 1974 - December 2012
Education
Harvard University 1972 — 1974
MBA
University of Virginia 1964 — 1968
BS in Physics
Wellington Management
Wellington Management Company, LLP
Payden & Rygel
Wellington Management Group
Wellington Management LLP
Lord, Abbett & Co. LLC