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
Alexa Driansky Alexa Driansky's Wellington Management Company Experience July 2006 - December 2008
Job Digital Marketing & Retail Consultant
Industry Retail
Experience
AlixPartners May 2015 - Present
Macy's March 2014 - April 2015
Macy's June 2012 - March 2014
Independent Consultant September 2011 - June 2012
The Jones Group Inc. June 2011 - August 2011
Gap Inc. June 2010 - August 2010
Urban Outfitters Inc May 2009 - July 2009
Wellington Management Company July 2006 - December 2008
Skills
Competitive Analysis, Strategy, Financial Modeling, Analytics, Start-ups, Customer Insight, Customer Strategy, E-commerce, Business Objects, Retail, Trend Analysis, Analysis, Equity Research, Company Valuation, Marketing Strategy, Digital Marketing
Education
Wharton School, University of Pennsylvania 2009 — 2011
MBA, Marketing and Retail Strategy
Wharton School, University of Pennsylvania 2002 — 2006
BSE, Finance
Baldwin School
AlixPartners May 2015 - Present
Macy's March 2014 - April 2015
Macy's June 2012 - March 2014
Independent Consultant September 2011 - June 2012
The Jones Group Inc. June 2011 - August 2011
Gap Inc. June 2010 - August 2010
Urban Outfitters Inc May 2009 - July 2009
Wellington Management Company July 2006 - December 2008
Skills
Competitive Analysis, Strategy, Financial Modeling, Analytics, Start-ups, Customer Insight, Customer Strategy, E-commerce, Business Objects, Retail, Trend Analysis, Analysis, Equity Research, Company Valuation, Marketing Strategy, Digital Marketing
Education
Wharton School, University of Pennsylvania 2009 — 2011
MBA, Marketing and Retail Strategy
Wharton School, University of Pennsylvania 2002 — 2006
BSE, Finance
Baldwin School
Nikki Hill Nikki Hill's Wellington Management Company Experience May 2008 - June 2009
Job Content Marketing Strategist, Project Manager and Writer with an Entrepreneurial Streak
Industry Information Technology and Services
Experience
Iron Mountain May 2012 - Present
lululemon athletica March 2013 - February 2014
Iron Mountain August 2011 - April 2012
Iron Mountain June 2009 - July 2011
Within Organics November 2008 - June 2011
Wellington Management Company May 2008 - June 2009
BSM Financial June 2004 - November 2007
Skills
Entrepreneurship, Training, Salesforce.com, Marketing, Project Management, Blogging, Budgets, Analysis, Event Planning, Social Media, B2B, Management, Outlook, Social Media Marketing, Advertising, Lead Generation, Strategic Planning, Leadership
Education
University of Iowa 1996 — 2000
Bachelor's Degree, Psychology
Iron Mountain May 2012 - Present
lululemon athletica March 2013 - February 2014
Iron Mountain August 2011 - April 2012
Iron Mountain June 2009 - July 2011
Within Organics November 2008 - June 2011
Wellington Management Company May 2008 - June 2009
BSM Financial June 2004 - November 2007
Skills
Entrepreneurship, Training, Salesforce.com, Marketing, Project Management, Blogging, Budgets, Analysis, Event Planning, Social Media, B2B, Management, Outlook, Social Media Marketing, Advertising, Lead Generation, Strategic Planning, Leadership
Education
University of Iowa 1996 — 2000
Bachelor's Degree, Psychology
John Nay John Nay's Wellington Management Company Experience October 2007 - December 2012
Job Lead Systems Analyst, Vice President at Wellington Management
Industry Financial Services
Experience
Wellington Management June 2014 - Present
Wellington Management December 2012 - Present
Wellington Management Company October 2007 - December 2012
Wellington Management Company July 2005 - October 2007
Keane, Inc March 1998 - July 2005
Warren Gorham & Lamont 1984 - 1998
Skills
Business Analysis, Process Improvement, Testing, Systems Analysis, Data Analysis, SDLC, Software Project..., Requirements Gathering, SQL, Visio, Requirements Analysis, Databases, Integration, Fixed Income, Vendor Management, portfolio accounting, Analysis, Financial Services, Portfolio Management
Education
University of New Hampshire 1979 — 1983
BA, History, Economics
Wellington Management June 2014 - Present
Wellington Management December 2012 - Present
Wellington Management Company October 2007 - December 2012
Wellington Management Company July 2005 - October 2007
Keane, Inc March 1998 - July 2005
Warren Gorham & Lamont 1984 - 1998
Skills
Business Analysis, Process Improvement, Testing, Systems Analysis, Data Analysis, SDLC, Software Project..., Requirements Gathering, SQL, Visio, Requirements Analysis, Databases, Integration, Fixed Income, Vendor Management, portfolio accounting, Analysis, Financial Services, Portfolio Management
Education
University of New Hampshire 1979 — 1983
BA, History, Economics
Abigail Falcon-Rosa Abigail Falcon-Rosa's Wellington Management Company Experience August 2002 - October 2004
Job SOX Compliance Analyst
Industry Insurance
Experience
Triple S Salud June 2012 - Present
Liberty Mutual Insurance March 2009 - March 2011
BearingPoint November 2005 - March 2009
FM Global October 2004 - October 2005
Wellington Management Company August 2002 - October 2004
Ropes and Gray March 2001 - August 2002
Credit Suisse December 1997 - March 2001
Skills
Excel, Word, PowerPoint, Essbase, Access, MS Office Suite, MS Project, FSI, Microsoft Word, Microsoft Office, Microsoft Excel, Training, Business Process, Sarbanes-Oxley Act, Budgets, Sales, Management
Education
University of Phoenix 2006 — 2009
Master’s Degree, Technology Management, 3.60
University of Phoenix 2000 — 2003
BS, Business Administration, 3.83
Triple S Salud June 2012 - Present
Liberty Mutual Insurance March 2009 - March 2011
BearingPoint November 2005 - March 2009
FM Global October 2004 - October 2005
Wellington Management Company August 2002 - October 2004
Ropes and Gray March 2001 - August 2002
Credit Suisse December 1997 - March 2001
Skills
Excel, Word, PowerPoint, Essbase, Access, MS Office Suite, MS Project, FSI, Microsoft Word, Microsoft Office, Microsoft Excel, Training, Business Process, Sarbanes-Oxley Act, Budgets, Sales, Management
Education
University of Phoenix 2006 — 2009
Master’s Degree, Technology Management, 3.60
University of Phoenix 2000 — 2003
BS, Business Administration, 3.83
Jessamyn Larrabee Norton, CFA Jessamyn Larrabee Norton, CFA's Wellington Management Company Experience August 1999 - October 2000
Job
Industry Investment Management
Experience
SPINNAKER TRUST April 2011 - Present
Fidelity Investments November 2007 - July 2011
The Boston Company Asset Management, LLC July 2006 - November 2007
Citi March 2006 - June 2006
Ariel Capital Management May 2005 - September 2005
WELLINGTON MANAGEMENT COMPANY, LLP October 2000 - August 2004
WELLINGTON MANAGEMENT COMPANY August 1999 - October 2000
Skills
Investments, Equities, Equity Research, Emerging Markets, Portfolio Management, Asset Allocation, Mutual Funds, Valuation, Financial Modeling, Quantitative Finance, Due Diligence, Trading, Competitive Analysis, Investment Management, Wealth Management, Asset Management
Education
The University of Chicago Booth School of Business 2004 — 2006
MBA
Wheaton College (MA) 1995 — 1999
B.A.
Bonny Eagle 1992 — 1996
SPINNAKER TRUST April 2011 - Present
Fidelity Investments November 2007 - July 2011
The Boston Company Asset Management, LLC July 2006 - November 2007
Citi March 2006 - June 2006
Ariel Capital Management May 2005 - September 2005
WELLINGTON MANAGEMENT COMPANY, LLP October 2000 - August 2004
WELLINGTON MANAGEMENT COMPANY August 1999 - October 2000
Skills
Investments, Equities, Equity Research, Emerging Markets, Portfolio Management, Asset Allocation, Mutual Funds, Valuation, Financial Modeling, Quantitative Finance, Due Diligence, Trading, Competitive Analysis, Investment Management, Wealth Management, Asset Management
Education
The University of Chicago Booth School of Business 2004 — 2006
MBA
Wheaton College (MA) 1995 — 1999
B.A.
Bonny Eagle 1992 — 1996
Christopher Goudie Christopher Goudie's Wellington Management Company Experience January 2002 - March 2004
Job Executive Vice President, Battery Global Advisors LLC
Industry Financial Services
Experience
Battery Global Advisors March 2012 - Present
Hermes Fund Managers (North America) March 2010 - June 2011
Hermes Investment Management Ltd March 2010 - June 2011
Pyramis Global Advisors a Fidelity Investments Company September 2005 - January 2009
Fidelity Investments January 2005 - September 2005
Fidelity Investments March 2004 - January 2005
Wellington Management Company January 2002 - March 2004
Wellington Management Company January 2000 - January 2002
Santander Global Advisors January 1997 - December 1999
Baring Asset Management 1990 - 1997
Education
The Open University 1989 — 1992
MBA, Finance and Management
University of Aberdeen 1981 — 1985
M.A. (Hons. II), Economic and Social History
Daniel Stewarts & Melville College
Battery Global Advisors March 2012 - Present
Hermes Fund Managers (North America) March 2010 - June 2011
Hermes Investment Management Ltd March 2010 - June 2011
Pyramis Global Advisors a Fidelity Investments Company September 2005 - January 2009
Fidelity Investments January 2005 - September 2005
Fidelity Investments March 2004 - January 2005
Wellington Management Company January 2002 - March 2004
Wellington Management Company January 2000 - January 2002
Santander Global Advisors January 1997 - December 1999
Baring Asset Management 1990 - 1997
Education
The Open University 1989 — 1992
MBA, Finance and Management
University of Aberdeen 1981 — 1985
M.A. (Hons. II), Economic and Social History
Daniel Stewarts & Melville College
Brad Barcic Brad Barcic's Wellington Management Company Experience June 2009 - August 2012
Job Student at The University of Dayton
Industry
Experience
Flyer Enterprises April 2015 - Present
Netech Corporation May 2015 - August 2015
Flyer Enterprises April 2014 - March 2015
Flyer Enterprises April 2014 - March 2015
Clayton Kendall May 2014 - August 2014
Clayton Kendall May 2013 - August 2013
Wellington Management Company June 2009 - August 2012
Fox Chapel Area High School Telethons August 2010 - December 2011
Skills
Fundraising, Works Well in Groups, Work Well Independently, Microsoft Word, Microsoft Excel, Quality Driven, Time Management, Critical Thinking, Leadership, Social Media, Marketing, Event Planning, Facebook
Education
University of Dayton 2012 — 2016
Bachelor of Science (BS), Marketing
Fox Chapel Area High School 2008 — 2012
Weighted GPA 3.55/4.0
Flyer Enterprises April 2015 - Present
Netech Corporation May 2015 - August 2015
Flyer Enterprises April 2014 - March 2015
Flyer Enterprises April 2014 - March 2015
Clayton Kendall May 2014 - August 2014
Clayton Kendall May 2013 - August 2013
Wellington Management Company June 2009 - August 2012
Fox Chapel Area High School Telethons August 2010 - December 2011
Skills
Fundraising, Works Well in Groups, Work Well Independently, Microsoft Word, Microsoft Excel, Quality Driven, Time Management, Critical Thinking, Leadership, Social Media, Marketing, Event Planning, Facebook
Education
University of Dayton 2012 — 2016
Bachelor of Science (BS), Marketing
Fox Chapel Area High School 2008 — 2012
Weighted GPA 3.55/4.0
Tracey Sullivan-Victor's Wellington Management Company Experience April 2000 - May 2002
Job Executive Recruiter
Industry Staffing and Recruiting
Experience
Verisk Health June 2015 - Present
Verisk Health May 2014 - March 2015
Kronos March 2014 - April 2014
CVS Caremark Corporation March 2013 - December 2013
Computershare US November 2012 - March 2013
BJ's Wholesale Club November 2011 - October 2012
The TJX Companies, Inc. September 2006 - October 2011
Workscape November 2005 - June 2006
Progress Software April 2003 - November 2005
Wellington Management Company April 2000 - May 2002
Skills
Technical Recruiting, Talent Acquisition, Talent Mining, Strategic Sourcing, Internet Recruiting, Social Networking, Pipeline Development, Best Practices, Information Technology, Retail, College Recruiting, Onboarding, Staffing Services, Sourcing, Screening Resumes, Recruiting, Applicant Tracking..., Vendor Management, Executive Search, Contract Recruitment, Interviews, Cold Calling, Hiring
Education
The University of Connecticut 1990 — 1994
Bachelor of Science
Verisk Health June 2015 - Present
Verisk Health May 2014 - March 2015
Kronos March 2014 - April 2014
CVS Caremark Corporation March 2013 - December 2013
Computershare US November 2012 - March 2013
BJ's Wholesale Club November 2011 - October 2012
The TJX Companies, Inc. September 2006 - October 2011
Workscape November 2005 - June 2006
Progress Software April 2003 - November 2005
Wellington Management Company April 2000 - May 2002
Skills
Technical Recruiting, Talent Acquisition, Talent Mining, Strategic Sourcing, Internet Recruiting, Social Networking, Pipeline Development, Best Practices, Information Technology, Retail, College Recruiting, Onboarding, Staffing Services, Sourcing, Screening Resumes, Recruiting, Applicant Tracking..., Vendor Management, Executive Search, Contract Recruitment, Interviews, Cold Calling, Hiring
Education
The University of Connecticut 1990 — 1994
Bachelor of Science
Kelly Schoonover Kelly Schoonover's Wellington Management Company Experience January 2001 - January 2005
Job Experienced Project Manager Finance
Industry Financial Services
Experience
Citizens Bank October 2012 - Present
ACADIAN ASSET MANAGEMENT COMPANY January 2005 - September 2010
WELLINGTON MANAGEMENT COMPANY January 2001 - January 2005
STATE STREET BANK & TRUST January 1999 - January 2001
STATE STREET BANK & TRUST January 1998 - January 1999
STATE STREET BANK & TRUST January 1997 - January 1998
Skills
Bloomberg, Investments, Equities, Process Improvement, Fixed Income, Performance Measurement, Business Analysis, Financial Analysis, Valuation, Bonds, Due Diligence, Analysis, Accounting, Requirements Analysis, Financial Reporting, Team Management, Documentations, Project Management
Education
University of Massachusetts Dartmouth 2011 — 2013
Master of Arts (M.A.)
University of Massachusetts 1990 — 1994
Bachelor of Arts, English/Communications
Citizens Bank October 2012 - Present
ACADIAN ASSET MANAGEMENT COMPANY January 2005 - September 2010
WELLINGTON MANAGEMENT COMPANY January 2001 - January 2005
STATE STREET BANK & TRUST January 1999 - January 2001
STATE STREET BANK & TRUST January 1998 - January 1999
STATE STREET BANK & TRUST January 1997 - January 1998
Skills
Bloomberg, Investments, Equities, Process Improvement, Fixed Income, Performance Measurement, Business Analysis, Financial Analysis, Valuation, Bonds, Due Diligence, Analysis, Accounting, Requirements Analysis, Financial Reporting, Team Management, Documentations, Project Management
Education
University of Massachusetts Dartmouth 2011 — 2013
Master of Arts (M.A.)
University of Massachusetts 1990 — 1994
Bachelor of Arts, English/Communications
Shannon Basler Shannon Basler's Wellington Management Company Experience 2001 - 2005
Job Account Manager at SunGard
Industry Financial Services
Experience
SunGard - Global Trading December 2010 - Present
Thomson Reuters (Formerly Reuters America, LLC) April 2008 - December 2010
Reuters Financial Software January 2006 - April 2008
Wellington Management Company 2001 - 2005
Bridge Information Systems 1989 - 2001
Skills
Series 7, Series 63, Equities, Market Data, Customer Relations, Financial Markets, Process Improvement, Team Leadership, Excel, Problem Solving, Account Management, Microsoft Office, Word, Public Speaking, Research, Vendor Management, Outlook, Business Analysis, PowerPoint, Mentoring, Windows, Analysis, Fixed Income, Asset Management, Salesforce.com, Bloomberg, Integration, Compliance, Data Analysis, SDLC, Management, Financial Services, Risk Management, Low Latency, FX Options, Back Office, Options, Securities, Relationship Management, Trading
Education
St. John's Seminary 2000 — 2006
Masters, Lay Ministry
The Catholic University of America 1985 — 1989
Bachelor of Science, Spanish for International Service
SunGard - Global Trading December 2010 - Present
Thomson Reuters (Formerly Reuters America, LLC) April 2008 - December 2010
Reuters Financial Software January 2006 - April 2008
Wellington Management Company 2001 - 2005
Bridge Information Systems 1989 - 2001
Skills
Series 7, Series 63, Equities, Market Data, Customer Relations, Financial Markets, Process Improvement, Team Leadership, Excel, Problem Solving, Account Management, Microsoft Office, Word, Public Speaking, Research, Vendor Management, Outlook, Business Analysis, PowerPoint, Mentoring, Windows, Analysis, Fixed Income, Asset Management, Salesforce.com, Bloomberg, Integration, Compliance, Data Analysis, SDLC, Management, Financial Services, Risk Management, Low Latency, FX Options, Back Office, Options, Securities, Relationship Management, Trading
Education
St. John's Seminary 2000 — 2006
Masters, Lay Ministry
The Catholic University of America 1985 — 1989
Bachelor of Science, Spanish for International Service
Adam Kaplan, CFA Adam Kaplan, CFA's Wellington Management Company Experience February 2008 - Present
Job Managing Director Fixed Income Credit Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management Company February 2008 - Present
Citigroup June 2004 - February 2008
Fitch Ratings September 2001 - June 2004
Skills
Asset Managment, Investment Banking, Fixed Income, Municipal Bonds, High Yield Bonds, Credit Analysis, Valuation, Financial Modeling, Debt Restructuring, Interest Rate..., Due Diligence, Legal Documents, Healthcare Analytics, Hospitals, Academic Medical Centers, Universities, Long-term Care
Education
University of Florida - Warrington College of Business Administration 2000 — 2001
MA, International Business
University of Florida 1996 — 2000
BA, Judaic Studies
Wellington Management Company February 2008 - Present
Citigroup June 2004 - February 2008
Fitch Ratings September 2001 - June 2004
Skills
Asset Managment, Investment Banking, Fixed Income, Municipal Bonds, High Yield Bonds, Credit Analysis, Valuation, Financial Modeling, Debt Restructuring, Interest Rate..., Due Diligence, Legal Documents, Healthcare Analytics, Hospitals, Academic Medical Centers, Universities, Long-term Care
Education
University of Florida - Warrington College of Business Administration 2000 — 2001
MA, International Business
University of Florida 1996 — 2000
BA, Judaic Studies
Thomas Yee Thomas Yee's Wellington Management Company Experience September 2009 - December 2009
Job Development Specialist at MEDITECH
Industry Hospital & Health Care
Experience
MEDITECH November 2013 - Present
Healthcare Financial, Inc. June 2012 - November 2013
Healthcare Financial, Inc. August 2011 - June 2012
Newton Wellesley Hospital December 2009 - August 2011
Wellington Management Company September 2009 - December 2009
Technology Incubation Program May 2008 - October 2008
Tri-County Medical Associates May 2007 - August 2007
Skills
Microsoft Office, Oral Communications, Outlook, Research, Social Media, Customer Service
Education
The University of Connecticut 2005 — 2009
Bachelor of Arts, Communications and English
MEDITECH November 2013 - Present
Healthcare Financial, Inc. June 2012 - November 2013
Healthcare Financial, Inc. August 2011 - June 2012
Newton Wellesley Hospital December 2009 - August 2011
Wellington Management Company September 2009 - December 2009
Technology Incubation Program May 2008 - October 2008
Tri-County Medical Associates May 2007 - August 2007
Skills
Microsoft Office, Oral Communications, Outlook, Research, Social Media, Customer Service
Education
The University of Connecticut 2005 — 2009
Bachelor of Arts, Communications and English
James Franco, CFA James Franco, CFA's Wellington Management Company Experience June 2011 - May 2014
Job MBA/JD Candidate at University of Virginia
Industry Investment Management
Experience
Tiger Legatus Capital Management May 2015 - Present
Wellington Management Company June 2011 - May 2014
Charles River Associates August 2008 - June 2011
Bear Stearns May 2007 - August 2007
Skills
Valuation, Financial Modeling, Management Consulting, Bloomberg, Equity Research, Economics, Financial Analysis, Industry Research, Investments, Data Analysis, Emerging Markets, Equity Valuation, Investment Banking, Equities
Education
University of Virginia 2014 — 2018
MBA/JD
Trinity College-Hartford 2004 — 2008
BS, Economics & Italian Studies
Tiger Legatus Capital Management May 2015 - Present
Wellington Management Company June 2011 - May 2014
Charles River Associates August 2008 - June 2011
Bear Stearns May 2007 - August 2007
Skills
Valuation, Financial Modeling, Management Consulting, Bloomberg, Equity Research, Economics, Financial Analysis, Industry Research, Investments, Data Analysis, Emerging Markets, Equity Valuation, Investment Banking, Equities
Education
University of Virginia 2014 — 2018
MBA/JD
Trinity College-Hartford 2004 — 2008
BS, Economics & Italian Studies
Soo Hwang's Wellington Management Company Experience 2008 - 2008
Job Chief of Staff to EVP of Technology and Business Solutions at Biogen Idec
Industry Information Technology and Services
Experience
Biogen Idec 2015 - Present
Biogen Idec 2014 - 2015
Centerline Partners 2011 - 2014
Novell 2009 - 2010
Orbis Solutions 2008 - 2008
Wellington Management Company 2008 - 2008
iX Partners 2006 - 2007
Eagle Investment Systems 2002 - 2006
Primitive Logic 2000 - 2002
Accenture 1997 - 2000
Skills
Business Requirements, Business Process..., Consulting, IT Strategy, Strategy, Analysis, Business Analysis, Project Management, SDLC, Requirements Analysis, Program Management
Education
University of California at Berkeley 1991 — 1996
Biogen Idec 2015 - Present
Biogen Idec 2014 - 2015
Centerline Partners 2011 - 2014
Novell 2009 - 2010
Orbis Solutions 2008 - 2008
Wellington Management Company 2008 - 2008
iX Partners 2006 - 2007
Eagle Investment Systems 2002 - 2006
Primitive Logic 2000 - 2002
Accenture 1997 - 2000
Skills
Business Requirements, Business Process..., Consulting, IT Strategy, Strategy, Analysis, Business Analysis, Project Management, SDLC, Requirements Analysis, Program Management
Education
University of California at Berkeley 1991 — 1996
Brian Hillery's Wellington Management Company Experience 1995 - 2005
Job Consultant Corporate Governance, Proxy Voting, and Sustainable Investing
Industry Financial Services
Experience
WCS Strategic Partners 2005 - Present
Wellington Management Company 1995 - 2005
State Street Research 1987 - 1995
Skills
Project Management, Investor Relations, Outsourcing, Equities, Asset Managment, Investments, Risk Management, Investment Advisory, Capital Markets, Alternative Investments, Bloomberg, Management, Corporate Governance, Securities, Portfolio Management, Analysis, Mutual Funds, Financial Services, Finance, Business Strategy, Investment Management
Education
The Ohio State University
BSBA, Finance
WCS Strategic Partners 2005 - Present
Wellington Management Company 1995 - 2005
State Street Research 1987 - 1995
Skills
Project Management, Investor Relations, Outsourcing, Equities, Asset Managment, Investments, Risk Management, Investment Advisory, Capital Markets, Alternative Investments, Bloomberg, Management, Corporate Governance, Securities, Portfolio Management, Analysis, Mutual Funds, Financial Services, Finance, Business Strategy, Investment Management
Education
The Ohio State University
BSBA, Finance
Dennis Kim, CFA's Wellington Management Company Experience 2011 - Present
Job Managing Director, Wellington Hedge Management
Industry Investment Management
Experience
Wellington Management Company 2011 - Present
Lenox Park LLC 2010 - March 2011
Assured Guaranty (NYSE: AGO)/Financial Security Assurance 2004 - May 2010
Merrill Lynch & Co. September 1996 - May 2004
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance
University of Chicago 1988 — 1992
Bachelor of Arts (BA), Economics
Wellington Management Company 2011 - Present
Lenox Park LLC 2010 - March 2011
Assured Guaranty (NYSE: AGO)/Financial Security Assurance 2004 - May 2010
Merrill Lynch & Co. September 1996 - May 2004
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance
University of Chicago 1988 — 1992
Bachelor of Arts (BA), Economics
Bruce MacKinnon's Wellington Management Company Experience April 2005 - Present
Job Partner, Director of Fixed Income Systems at Wellington Management Company
Industry Financial Services
Experience
Wellington Management Company April 2005 - Present
TradeWeb 2000 - 2005
Credit Suisse 1993 - 2000
IBM 1990 - 1993
Harvard University 1984 - 1986
Education
Tufts University 1986 — 1990
Wellington Management Company April 2005 - Present
TradeWeb 2000 - 2005
Credit Suisse 1993 - 2000
IBM 1990 - 1993
Harvard University 1984 - 1986
Education
Tufts University 1986 — 1990
Rob Scioletti's Wellington Management Company Experience 1999 - 2003
Job Sr. Business Systems Analyst at Liberty Mutual
Industry Insurance
Experience
Liberty Mutual March 2005 - Present
Leapfrog Systems January 2004 - February 2005
Dice Technology March 2003 - September 2003
Wellington Management Company 1999 - 2003
Fidelity Investments December 1993 - August 1999
Education
University of Massachusetts Lowell 1982 — 1987
B.S., Mechanical Engineering
Liberty Mutual March 2005 - Present
Leapfrog Systems January 2004 - February 2005
Dice Technology March 2003 - September 2003
Wellington Management Company 1999 - 2003
Fidelity Investments December 1993 - August 1999
Education
University of Massachusetts Lowell 1982 — 1987
B.S., Mechanical Engineering
Eric Lambi's Wellington Management Company Experience January 2007 - January 2010
Job Fixed Income Portfolio Manager at Wellington Management
Industry Investment Management
Experience
Wellington Management January 2010 - Present
Wellington Management Company January 2007 - January 2010
LMS International March 1999 - May 2005
Principal Global Investors 2005 - 2005
Principal Financial Group 2005 - 2005
Skills
Fixed Income, Bloomberg, Hedge Funds, Securities, Emerging Markets, Equities, Derivatives, Private Equity, Portfolio Management, Alternative Investments, Bonds
Education
The University of Chicago - Booth School of Business 2004 — 2006
MBA, Analytical Finance
University of Iowa 1997 — 2001
BSE, Mechancial Engineering
Wellington Management January 2010 - Present
Wellington Management Company January 2007 - January 2010
LMS International March 1999 - May 2005
Principal Global Investors 2005 - 2005
Principal Financial Group 2005 - 2005
Skills
Fixed Income, Bloomberg, Hedge Funds, Securities, Emerging Markets, Equities, Derivatives, Private Equity, Portfolio Management, Alternative Investments, Bonds
Education
The University of Chicago - Booth School of Business 2004 — 2006
MBA, Analytical Finance
University of Iowa 1997 — 2001
BSE, Mechancial Engineering
Rick Lowry's Wellington Management Company Experience October 2006 - December 2008
Job Sr. Project Manager at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments August 2014 - Present
Fidelity Investments August 2013 - August 2014
Fidelity Investments April 2009 - September 2013
Wellington Management Company October 2006 - December 2008
Fidelity Investments August 1994 - October 2006
MacGregor 2000 - 2001
Investors Bank & Trust 1990 - 1994
Skills
Business Analysis, Project Management, Market Data, Corporate Actions, Trading Systems, Agile & Waterfall..., Product Management, Equity Derivatives, Credit Derivatives, Portfolio Management, Project Portfolio..., Equities, Fixed Income, Derivatives, Systems Analysis, Testing, Agile Methodolgy, Vendor Management, SDLC, Analysis, Agile Methodologies, Financial Services, Requirements Gathering, Agile Project Management, Software Project..., Business Requirements, Requirements Analysis, Back Office, Fund Accounting, Securities, Mutual Funds, Bloomberg
Education
University of Massachusetts Dartmouth
Fidelity Investments August 2014 - Present
Fidelity Investments August 2013 - August 2014
Fidelity Investments April 2009 - September 2013
Wellington Management Company October 2006 - December 2008
Fidelity Investments August 1994 - October 2006
MacGregor 2000 - 2001
Investors Bank & Trust 1990 - 1994
Skills
Business Analysis, Project Management, Market Data, Corporate Actions, Trading Systems, Agile & Waterfall..., Product Management, Equity Derivatives, Credit Derivatives, Portfolio Management, Project Portfolio..., Equities, Fixed Income, Derivatives, Systems Analysis, Testing, Agile Methodolgy, Vendor Management, SDLC, Analysis, Agile Methodologies, Financial Services, Requirements Gathering, Agile Project Management, Software Project..., Business Requirements, Requirements Analysis, Back Office, Fund Accounting, Securities, Mutual Funds, Bloomberg
Education
University of Massachusetts Dartmouth
Marla Skeffington's Wellington Management Company Experience 1994 - 1996
Job Head of Client Services US Investment Service Financial Institutions
Industry Investment Management
Experience
T. Rowe Price January 2014 - Present
Western Asset Management Company July 2010 - July 2013
Western Asset Management November 2006 - June 2010
Western Asset Management November 2001 - October 2006
Western Asset Management September 1999 - October 2001
Van Deventer & Hoch 1998 - 1999
Wellington Management 1996 - 1998
Wellington Management Company 1994 - 1996
Skills
Portfolio Management, Fixed Income, Mutual Funds, Asset Management, Hedge Funds, Marketing, Asset Allocation, Asset Managment, Investments, Business Development, Finance, Investment Management, Equities, Alternative Investments, Investment Strategies, Bloomberg, Management
Education
University of Maryland - Robert H. Smith School of Business 2014 — 2015
Post-graduate certificate, Professional Services Leadership Initiative
Suffolk University - Sawyer Business School 1994 — 1999
MBA, Marketing
University of New Hampshire - Whittemore School of Business and Economics 1989 — 1992
BA, Economics, Spanish
T. Rowe Price January 2014 - Present
Western Asset Management Company July 2010 - July 2013
Western Asset Management November 2006 - June 2010
Western Asset Management November 2001 - October 2006
Western Asset Management September 1999 - October 2001
Van Deventer & Hoch 1998 - 1999
Wellington Management 1996 - 1998
Wellington Management Company 1994 - 1996
Skills
Portfolio Management, Fixed Income, Mutual Funds, Asset Management, Hedge Funds, Marketing, Asset Allocation, Asset Managment, Investments, Business Development, Finance, Investment Management, Equities, Alternative Investments, Investment Strategies, Bloomberg, Management
Education
University of Maryland - Robert H. Smith School of Business 2014 — 2015
Post-graduate certificate, Professional Services Leadership Initiative
Suffolk University - Sawyer Business School 1994 — 1999
MBA, Marketing
University of New Hampshire - Whittemore School of Business and Economics 1989 — 1992
BA, Economics, Spanish
Michael D. Higgins, CFA's Wellington Management Company Experience May 2001 - Present
Job Relationship Manager at Wellington Management Company
Industry Investment Management
Experience
Wellington Management Company May 2001 - Present
Education
University of Florida 1990 — 1994
Wellington Management Company May 2001 - Present
Education
University of Florida 1990 — 1994
Carlos E Marenco's Wellington Management Company Experience January 2006 - June 2006
Job Analyst at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman January 2015 - Present
JP Morgan Chase September 2007 - April 2014
Pequot Capital July 2006 - August 2007
Wellington Management Company January 2006 - June 2006
Harvard Management Company June 2004 - October 2005
JP Morgan Chase March 2000 - February 2004
Skills
Trading, Hedge Funds
Education
University of Massachusetts, Amherst 1995 — 1999
BA, Economics
Neuberger Berman January 2015 - Present
JP Morgan Chase September 2007 - April 2014
Pequot Capital July 2006 - August 2007
Wellington Management Company January 2006 - June 2006
Harvard Management Company June 2004 - October 2005
JP Morgan Chase March 2000 - February 2004
Skills
Trading, Hedge Funds
Education
University of Massachusetts, Amherst 1995 — 1999
BA, Economics
Denise England's Wellington Management Company Experience January 2007 - June 2009
Job Business Manager, Legal and Compliance at Wellington Management International Ltd
Industry Financial Services
Experience
Wellington Management International Ltd February 2015 - Present
Wellington Management June 2009 - January 2015
Wellington Management Company January 2007 - June 2009
Skills
Asset Managment, Bloomberg, Securities
Education
Suffolk University - Sawyer Business School 2008 — 2011
MSF, Finance
Wellington Management International Ltd February 2015 - Present
Wellington Management June 2009 - January 2015
Wellington Management Company January 2007 - June 2009
Skills
Asset Managment, Bloomberg, Securities
Education
Suffolk University - Sawyer Business School 2008 — 2011
MSF, Finance
Marie Lunt's Wellington Management Company Experience March 2004 - August 2008
Job Administrative Assistant at Monitor Group
Industry Financial Services
Experience
Monitor Group January 2011 - Present
Stop and Shop September 2009 - January 2012
SATURN MANAGEMENT COMPANY August 2008 - March 2009
WELLINGTON MANAGEMENT COMPANY March 2004 - August 2008
HLM MANAGEMENT COMPANY January 2000 - January 2003
SWEETART OF DUXBURY January 1994 - January 2000
HOUGHTON MIFFLIN COMPANY January 1992 - January 1994
Education
University of Massachusetts Boston 1973 — 2004
Bachelor of Arts, Spanish
Monitor Group January 2011 - Present
Stop and Shop September 2009 - January 2012
SATURN MANAGEMENT COMPANY August 2008 - March 2009
WELLINGTON MANAGEMENT COMPANY March 2004 - August 2008
HLM MANAGEMENT COMPANY January 2000 - January 2003
SWEETART OF DUXBURY January 1994 - January 2000
HOUGHTON MIFFLIN COMPANY January 1992 - January 1994
Education
University of Massachusetts Boston 1973 — 2004
Bachelor of Arts, Spanish
Wellington Management
Wellington Management Company, LLP
Payden & Rygel
Wellington Management Group
Wellington Management LLP
Lord, Abbett & Co. LLC