Wellington Management Company, LLP
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, LLP Employees
Wellington Management Company, LLP August 2010 - Present
The Boston Company Asset Management, LLC May 2008 - July 2010
The Boston Company Asset Management, LLC September 2006 - May 2008
The Boston Company Asset Management, LLC May 2004 - September 2006
Mellon Financial Corporation September 2001 - May 2004
Education
Bentley College - Elkin B. McCallum Graduate School of Business
MBA, Finance
Isenberg School of Management, UMass Amherst
BBA, Finance
Wellington Management Company LLP May 2012 - Present
Wellington Management Company LLP January 2011 - May 2012
Ropes & Gray LLP July 2008 - December 2010
Davis White & Sullivan LLC June 2007 - March 2008
Skills
Legal Research, Litigation, Research, Courts, Lexis, Legal Writing, Risk Management, Management, Corporate Governance, Process Improvement, Investments, Westlaw, Derivatives, Securities, Fixed Income, Capital Markets, Due Diligence, Mutual Funds
Education
Suffolk University 2004 — 2008
Bachelor of Arts, Sociology
Abington High School 2000 — 2004
High School Diploma
Fresh Crafts Gallery, LLC March 2013 - Present
Julie Jenkins, Attorney and Counselor at Law April 2009 - February 2013
AI Advisors, LLC November 2011 - June 2012
Wellington Management Company, LLP 1990 - 2008
The Boston Company Advisors, Inc. 1989 - 1990
Goodwin Procter LLP 1986 - 1989
Vermont Law School 1983 - 1985
Skills
Securities, Hedge Funds, Asset Managment, Investments, Alternative Investments, Investment Management, Mutual Funds, Investment Advisory
Education
Boston University School of Law 1985 — 1986
LLM, Financial Services Law
Capital University Law School 1980 — 1983
JD
The Ohio State University Fisher College of Business 1977 — 1980
BS, Marketing
Miami University 1975 — 1976
Upper Arlington High School 1972 — 1975
Liberty Mutual Insurance December 2014 - Present
Liberty Mutual Insurance July 2013 - December 2014
Liberty Mutual Insurance November 2010 - July 2013
Liberty Mutual Insurance July 2009 - November 2010
Wellington Management Company, LLP June 2008 - December 2008
Wellington Management Company, LLP June 2007 - January 2008
MFS Investment Management June 2006 - December 2006
Skills
Accounting, Financial Reporting, Essbase, Securities, Financial Analysis, Microsoft Excel, Financial Modeling, Account Reconciliation, Corporate Finance, Budgets, Business Analysis
Education
Northeastern University 2004 — 2009
Bachelor of Science, Finance, Accounting
Wellington Management Company, LLP September 2013 - September 2014
Harvard Management Company, Inc. August 2005 - June 2013
Harvard Management Company, Inc. March 2000 - August 2005
Thomson Reuters March 1998 - March 2000
State Street Bank July 1996 - March 1998
State Street Bank December 1994 - July 1996
Skills
Financial Markets, Market Data, Fixed Income, Bloomberg, Management, Financial Services, Trading Systems, Business Analysis, Information Technology, Equities, Hedge Funds, Disaster Recovery, Credit Derivatives, Capital Markets, Vendor Management, Analysis, Derivatives, Team Building, Portfolio Management, Reuters, Prime Brokerage, DACS, Pricing, Project Management, Sybase, Electronic Trading, Options, Mutual Funds, Securities, FX Options, Bonds, Settlement, Asset Management, Alternative Investments, Reuters 3000, Open Text Livelink, Research Management, FITS
Education
Brandeis University
BA, American Studies
Red Curve Solutions 2012 - Present
Romney for President June 2012 - December 2012
New Millennium Group (fka Kinsey Allen Intl) May 2010 - 2011
Wellington Management Company, LLP August 2003 - June 2009
Twin Oaks Partners, LLC January 2000 - June 2003
Numeric Investors, LLC February 1992 - December 1999
Education
Harvard University 1989 — 1998
Ph.D., Near Eastern Languages and Civilizations
Baylor University
BA, Humanities
Wellington Management Company, LLP 2000 - 2014
Merrill Corporation 1990 - 2000
Skills
Adobe Acrobat, Adobe Creative Suite, InDesign, QuarkXPress, Corporate Identity, Graphic Design, Photoshop, PowerPoint, Word, Deltagraph, Microsoft Excel, Brochures, Typography, Lightroom, Dreamweaver, Corporate Branding, Illustrator, Logo Design, Graphics, Marketing Communications, Marketing
Education
Massachusetts College of Art
Certificate, Graphic Design
University of Toledo
Bachelor of Business Administration (BBA), Marketing/Advertising
athenahealth February 2015 - Present
athenahealth April 2014 - February 2015
athenahealth August 2012 - April 2014
Geode Capital Management January 2012 - August 2012
Wellington Management Company, LLP July 2010 - January 2012
MFS Investment Management June 2009 - January 2010
MFS Investment Management June 2008 - February 2009
Education
Northeastern University
Bachelors of Science in Business Administration
Oxfam America December 2009 - June 2015
Wellington Management Company, LLP October 2009 - December 2009
Barger & Wolen, LLP June 2006 - June 2009
Skills
Cause Marketing, Brand Raising, Branded Entertainment, Business Development, Celebrity Outreach, Celebrity Engagement, Coaching, Collaboration, Community Outreach, Connecting People, Constituency Building, Corporate Social..., Creative Writing, Editing, Event Management, Event Planning, Fundraising, Influencer Marketing, Innovation, Leadership, Marketing Communications, Multimedia Marketing..., Marketing Strategy, Media Relations, Non-profits, Philanthropy, Press Releases, Project Management, Public Relations, Public Speaking, Research, Social Media, Sponsorships, Strategic Alliances, Strategic Communications, Strategic Partnerships, Strategic Planning, Training, Volunteer Management, Evaluation, Evaluation Strategies, Nonprofits, Blogging
Education
Hamilton College 2002 — 2006
Classical Languages, Classics and Classical Languages, Literatures, and Linguistics, 3.7/ 4.0
Intercollegiate Center for Classical Studies 2004 — 2004
Bachelor's degree, Classics and Classical Languages, Literatures, and Linguistics
Version 2.0 Communications November 2014 - Present
Version 2.0 Communications February 2014 - November 2014
Version 2.0 Communications November 2013 - January 2014
Matter Communications October 2012 - November 2013
Duffy & Shanley July 2012 - October 2012
Boston University College of Communication September 2011 - May 2012
Wellington Management Company, LLP June 2008 - September 2011
Skills
Event Planning, Public Speaking, Public Relations, Editing, Press Releases, Blogging, Social Media, WordPress, Media Relations, Facebook, Copywriting, Marketing, Proofreading
Education
Boston University College of Communication 2010 — 2012
MS, Public Relations
Emerson College 2003 — 2007
BFA, Writing, Literature, and Publishing, Cum Laude
Pingree School 1999 — 2003
Accenture September 2012 - May 2014
Wellington Management Company, LLP January 2006 - August 2012
Fidelity Investments November 1996 - December 2005
Digital Equipment Corporation November 1984 - November 1996
Skills
Data Center, Disaster Recovery, Vendor Management, Service Delivery, Incident Management, Infrastructure..., Databases, Problem Management, Management, Systems Management, Fixed Income, Equities, Asset Management, Portfolio Management, Bloomberg, Hedge Funds, Mutual Funds, Derivatives, Financial Services, Risk Management
Education
Nichols College
B.S. Business Administration, Computer Science & Information Technology
Maxwell Health February 2014 - Present
Maxwell Health September 2012 - Present
DailyFeats May 2012 - Present
New France LLC December 2010 - August 2011
Institute for Healthcare Improvement January 2010 - June 2010
Wellington Management Company, LLP January 2009 - June 2009
Northeastern University May 2008 - April 2009
Skills
Event Planning, Leadership, Recruiting, Project Management, Management, Training, Time Management, Nonprofits, Entrepreneurship, Program Management, PowerPoint, Non-profits, Human Resources
Education
Northeastern University 2007 — 2011
Bachelor of Science Degree, Business Administration
CEFAM, Centre des Études Franco-Américain de Management 2010 — 2010
Study Abroad, Business Administration
McGovern Institute for Brain Research February 2014 - Present
Microsystems Technology Laboratories January 2012 - Present
New England Americana Festival February 2010 - Present
UNregular Radio October 2011 - March 2013
South Boston Yoga February 2010 - February 2012
Research Laboratory of Electronics, Massachusetts Institute of Technology February 2010 - December 2011
Boston's Weekly Dig October 2007 - February 2010
Boston's Weekly Dig July 2007 - October 2007
Wellington Management Company, LLP December 2006 - July 2007
Professional Staffing Group November 2006 - December 2006
Skills
Customer Service, Editorial, Copy Editing, Research, Editing, Public Relations, Content Management, Management, Leadership, Time Management, Publishing, Magazines, Proofreading, Social Media
Education
Emerson College 2001 — 2005
BA, Writing, Literature and Publishing
Wellington Management Company, LLP August 2014 - Present
Liberty Mutual March 2009 - July 2014
Brown Brothers Harriman May 2004 - March 2009
State Street July 2002 - May 2004
Bank of New York Mellon October 1999 - March 2002
Diageo May 1998 - September 1998
Skills
Corporate Actions, User Acceptance Testing, Investment Operations, Transaction Services, SWIFT, Project Management, Agile Project Management
Education
Boston College 1995 — 1999
BS, General Management
Wellington Management Company, LLP 2010 - 2014
State Street Global Advisors 2006 - 2010
Insurevest Consulting 2004 - 2006
Standish Mellon Asset Management 2001 - 2003
Standish, Ayer & Wood, Inc. 1990 - 2001
Continental Asset Management (Continental Insurance) 1982 - 1990
Skills
Investments, Fixed Income, Asset Management, Portfolio Management, Equities, Financial Services, Alternative Investments, Hedge Funds, Bonds, Finance, Insurance, Banking, Due Diligence, Money Market, Management, Credit, Cash Management, Strategy
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Lehigh University
College of Business and Economics, BS, Double major in Accounting and Finance
Loomis, Sayles & Company August 2011 - Present
Wellington Management Company, LLP April 2008 - November 2010
Wellington Management Company, LLP September 2007 - April 2008
Wellington Management Company, LLP March 2007 - September 2007
State Street Corporation November 2005 - March 2007
State Street Corporation August 2004 - November 2005
Education
Springfield College 1999 — 2003
BS- Business Management
Wellington Management Company LLP June 2013 - Present
Education
Bentley University 1992 — 1996
BS, Finance
PwC June 2015 - Present
Knowledgent Group September 2010 - May 2015
EMC October 2007 - September 2010
Wellington Management Company, LLP February 2007 - October 2007
BusinessEdge Solutions, Inc. October 2005 - February 2007
IBM February 2001 - August 2005
Sapient Corporation September 2000 - February 2001
State Street May 1999 - September 2000
Skills
SDLC, Business Analysis, Project Management, Requirements Analysis, Management Consulting, Solution Architecture, Analysis, Management, User Acceptance Testing, Testing, Business Intelligence, Business Process..., Leadership, IT Strategy, Enterprise Architecture, SaaS, Consulting, Enterprise Software, Process Improvement, Strategy, Program Management, Outsourcing, Software Project..., Cloud Computing, Financial Services, Project Planning, Business Process, Business Requirements, CRM, ERP, Integration, Project Portfolio..., Vendor Management, IT Management, Professional Services, Data Warehousing, Analytics, Change Management, PMO, Business Process..., PMP, Business Transformation, Requirements Gathering, Cross-functional Team..., Quality Assurance, Business Process Design, Visio, Project Delivery
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2000 — 2002
Master of Science (M.S.), Computer Information Systems
Bentley University 1995 — 1999
Bachelor of Science (B.S.), Finance
Woburn High School 1991 — 1995
HarbourVest Partners February 2014 - Present
Wellington Management Company, LLP January 2008 - October 2013
State Street June 2007 - December 2007
Investor's Bank and Trust April 2006 - May 2007
Investors Bank & Trust August 2005 - March 2006
Investor's Bank and Trust June 2005 - August 2005
Investors Bank & Trust August 2003 - June 2005
Skills
Fixed Income, Equities, Account Reconciliation, Cash Management, Financial Services, Global Custody, Asset Managment, Process Improvement, Fund Accounting, Mutual Funds, Corporate Finance, Repatriation, Investment Management, Cash Flow, UCITS, Fund Of Funds, Manage Client..., Superior Client Service, Internal Audit, Hedge Funds, Foreign Currency, Private Equity, Benchmarking, Diversification, Financial Reporting, MS Excel Pivot Tables
Education
Isenberg School of Management, UMass Amherst
Master of Business Administration (M.B.A.), Finance, 4.0 GPA
Stonehill College 1999 — 2003
Bachelor of Science (BS), Business Administration with a concentration in Finance
Wellington Management Company, LLP March 2015 - Present
Sonesta Hotels 2014 - 2014
Greater Boston Chamber of Commerce June 2013 - August 2013
Siemens PLM Software 2004 - 2007
Education
Boston University 2014 — 2014
•Certificate in Computer Science;
Isenberg School of Management, UMass Amherst 2010 — 2013
Master of Business Administration (M.B.A.)
University of Maine 2007 — 2008
Master, Accounting
Wellington Management Company, LLP November 2011 - Present
Wellington Management Company, LLP June 2006 - May 2011
FitzGerald & Company, LLC April 2004 - June 2006
FitzGerald & Company, LLC November 2003 - April 2004
Skills
Financial Reporting, Microsoft Excel, PeopleSoft, Microsoft Office
Education
Northeastern University 2004 — 2008
Bachelor of Science (BS), Business Administration: Management
Colombian School of Hotel and Tourism Management 1994 — 1996
Associates Degree, Tourism Management
Wellington Management Company, LLP May 1987 - December 2010
Salomon Brothers May 1986 - August 1986
New England Financial May 1983 - August 1985
Skills
Strategy, Bonds, Portfolio Management, Hedge Funds, Investments, Fixed Income, Asset Allocation, Wealth Management, Private Equity, Securities, Alternative Investments, Investment Management, Structured Finance, Venture Capital, Equity Research, Bloomberg, Investment Strategies, Emerging Markets, Mutual Funds, Asset Management, Derivatives, Valuation
Education
Harvard University 2013 — 2013
2013 Fellow, Advanced Leadership Initiative
Massachusetts Institute of Technology - Sloan School of Management 1985 — 1987
MSM 1987, Finance
Tufts University 1979 — 1983
BS, Economics & Computational Math
Examiner.com February 2010 - February 2014
Comcast 2008 - 2009
Special Olympics New Hampshire 2007 - 2008
Northeastern University 2004 - 2007
Wellington Management Company, LLP 2002 - 2004
Wellington Management Company, LLP 1997 - 2002
Skills
PeopleSoft, Lotus Notes, Database Administration, Workshop Facilitation, Microsoft Publisher, Microsoft Office, Process Scheduler, Fundraising, Customer Service, Research, Recruiting, Project Management, Human Resources, Leadership, Management, Training, Marketing, Onboarding, Public Speaking
Education
Northeastern University 1997 — 2001
B.S
Dean Junior College 1990 — 1992
A.S
Boston Software Corp November 2014 - Present
Wellington Management Company, LLP April 2014 - August 2014
Eaton Vance September 2012 - November 2013
Eaton Vance 2012 - 2013
FICAM / Standish Mellon / BNY Mellon April 2011 - June 2012
Ciber, Inc. June 2010 - February 2012
GMO June 2006 - June 2010
Atlantic Trust Private Wealth Management 2010 - 2010
Mellon Financial 2005 - 2006
JP Morgan 2003 - 2005
Skills
Business Analysis, Quality Assurance, Mutual Funds, Brokerage, SDLC, Requirements Analysis, Quality Center, Visio, Fixed Income, Agile Methodologies, SQL, Business Requirements, Software Project..., Microsoft SQL Server, Portfolio Management, Business Intelligence, Requirements Gathering, Equities, Financial Services, User Acceptance Testing, Systems Analysis, Product Management, Vendor Management
Education
Boston University 2001 — 2002
Master's Certificate, Web Development
Westfield State University 1988 — 1992
BS, MIS
Organized Offices January 2006 - Present
OppenheimerFunds October 2007 - June 2011
Acadian Asset Management April 2007 - September 2007
Ercolini & Company LLP February 2006 - April 2007
Wellington Management Company, LLP March 2001 - July 2005
Skills
Asset Managment, Microsoft Excel
Education
Tufts University School of Dental Medicine 1999 — 2000
University of Arizona 1995 — 1999
BS
St. Olaf College 1994 — 1995
Central High School
PNC Capital Advisors, LLC August 2015 - Present
PNC Capital Advisors, LLC March 2014 - Present
Wellesley Free Library Foundation July 2008 - June 2014
Old Mutual Asset Management 2012 - 2012
Turner Investment Partners 2009 - 2012
Acadian Asset Management 2005 - 2009
Wellington Management Company, LLP 2000 - 2005
FMR Co., Fidelity Investments 1998 - 2000
Fidelity Investments 1992 - 2000
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2003
Masters in Science in Finance (MSF)
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 1999
MBA, Finance
University College Dublin 1991 — 1992
MA, MA- Anglo-Irish Literature
Boston College 1986 — 1990
AB, English
Catholic Memorial High School 1983 — 1986
Wellington Management January 2012 - Present
Wellington Management Company, LLP May 1994 - June 2011
Palmer & Dodge LLP September 1990 - April 1994
US District Court of Boston August 1989 - August 1990
Education
Boston University School of Law 1986 — 1989
Doctor of Law (JD)
Bates College 1982 — 1986
Bachelor of Arts (B.A.)
Carlton PR & Marketing February 2015 - Present
Fevry Enterprises January 2010 - Present
New England Strategic Development Company (NESDC) January 2010 - June 2015
Breckinridge Capital Advisors April 2011 - May 2011
Ferguson et Co August 2010 - May 2011
Dress for Success July 2008 - April 2010
Management Leadership for Tomorrow 2009 - 2010
Boston College Career Center October 2007 - September 2009
Wellington Management Company, LLP June 2008 - August 2008
CVS/Pharmacy November 2004 - May 2008
Skills
New Media Marketing, Business Development, Microsoft Excel, Microsoft Office, People Skills, Bloomberg, Data Analysis, Social Networking, Business Networking, Brand Awareness, Brand Loyalty, Spanish Literature, Strategic Planning, Leadership, Haitian Creole, Critical Thinking, Social Media, Project Management, Project Planning, Venture Capital, Music Management, Music Education, Music Industry, Event Planning, Non-profits, Networking, Community Outreach, Facebook, Spanish, Nonprofits, Social Media Marketing, Press Releases, Blogging, Public Relations, Integrated Marketing, Editing, Public Speaking, Coaching, PowerPoint, Marketing, Fundraising, Event Management, Marketing Communications, Market Research, Strategic Communications, Marketing Strategy, Volunteer Management, Advertising, Creative Writing, New Media
Education
Boston College 2006 — 2009
B.A;, English; Philosophy; Communication;
Universidad Carlos III 2008 — 2008
Bachelor of Arts (B.A.), Art History, Criticism and Conversation
WorkStream Solutions, LLC 2001 - Present
Novartis 2007 - Present
Wellington Management Company, LLP 1999 - 2001
Mellon Bank, N.A. 1997 - 1999
The Chase Manhattan Bank, N.A. 1994 - 1997
Credit Suisse 1992 - 1994
Skills
Licensing, PMP, Change Management, Management, Business Process, Integration, Strategy, Project Management, Cross-functional Team..., Strategic Partnerships, Strategic Planning, Process Improvement
Education
Colgate University 1988 — 1992
B.A.
Citizens Financial Group, Inc. June 2010 - Present
Wellington Management Company, LLP 2002 - 2008
Wellington Management Company, LLP 1997 - 2002
Fleet Bank 1995 - 1997
Shawmut Bank 1992 - 1995
Shawmut Bank 1987 - 1991
Skills
Real Estate Financing, Department Budgeting, Risk Based Testing, Forecasting, Data Analysis, Financial Analysis, Crystal Reports, Microsoft Excel, Access, Building Relationships, Financial Modeling, Corporate Real Estate, Banking, Portfolio Management, Financial Reporting, Finance, Analysis
Education
Central Connecticut State University
Bachelor of Arts, Communications
Vertex Pharmaceuticals August 2014 - Present
Vertex Pharmaceuticals April 2012 - August 2014
Newmarket International April 2008 - February 2012
Varian Semiconductor Equipment Associates, Inc. June 2006 - March 2008
Wellington Management Company, LLP January 1999 - June 2006
Wellington Management January 1995 - January 1999
UNICCO Corporation March 1993 - January 1995
Prime Computer September 1989 - March 1993
Skills
Applications Support, Data Management, Server Management, SharePoint, Vendor Relations, Team Building, Salesforce.com, Technology Evaluation, Technical Support, Disaster Recovery, VMware vShpere 5:..., Security, Servers, Data Center, Integration, Management, Networking, Enterprise Software, Vendor Management, Project Management, SaaS, Information Technology, Infrastructure, Business Continuity, Managed Services, Strategy
Education
Southern New Hampshire University 1998 — 2003
MBA, Business Management Program
Suffolk University 1983 — 1989
BS, Computer Science
CIFC November 2011 - May 2015
Wellington Management Company, LLP January 2010 - July 2010
Wellington Management Company, LLP January 2009 - June 2009
MFS Investment Management January 2008 - June 2008
Skills
Fixed Income, Portfolio Management, Access, Financial Accounting, Asset Managment, Investments, Financial Modeling, Equities, Bloomberg, Credit Analysis, Valuation, Finance, Financial Analysis, Hedge Funds, Corporate Finance, Bloomberg Terminal, Capital Markets, Microsoft Excel, Bonds, Derivatives, Alternative Investments
Education
Northeastern University 2006 — 2011
Bachelor of Science, Business Administration; Finance
Rue La La March 2015 - Present
Rue La La November 2014 - March 2015
Rue La La April 2013 - November 2014
Rue La La December 2012 - April 2013
Welch's September 2012 - November 2012
BNY Mellon January 2012 - June 2012
Keane, an NTT Data Company 2008 - 2011
Synta Pharmaceuticals Corp 2006 - 2008
Millennium Pharmaceuticals 2005 - 2006
Wellington Management Company, LLP 2000 - 2005
Skills
Financial Reporting, Process Improvement, PeopleSoft, Financial Analysis, Due Diligence, Internal Controls, Team Building, Customer Service, Financial Accounting, Excel, Team Management, Integrity, Supervisory Skills, Essbase, Tableau, Cognos, nVision, Technology Integration, Report Writing, Analytical Abilities, System Administration, Thinking Outside The Box, Internal Reporting, Streamlining Operations, Optimization, Technology Needs..., Problem Solving, Data Mining, Troubleshooting, Data Modeling, Information Technology, Great Plains, Reconciliation, Team Leadership, Team Oriented, Training Staff, Implementation Of..., Transfer Pricing, Mentoring, Cash Flow, Cash Flow Forecasting, Financial Modeling, Query Writing, Inventory Analysis, Accounts Payable..., PowerPoint, Smart View
Education
Rensselaer Polytechnic Institute 1987 — 1988
Master of Business Administration, Management Information Systems
Babson College 1981 — 1983
Bachelor of Science, Accounting
Eastern Bank October 2012 - Present
West Shore Investment Management LLC March 2004 - September 2012
Wellington Management Company LLP June 1986 - June 2002
Datamation Magazine July 1982 - June 1985
Skills
Portfolio Management, Equities, Investments, Hedge Funds, Asset Allocation, Mutual Funds, Equity Research, Securities, Asset Management, Investment Strategies, Wealth Management, Alternative Investments, Mergers & Acquisitions, Financial Services, Financial Analysis, Valuation, Asset Managment, Risk Management, Strategy, Trading, Fixed Income, Financial Modeling, Banking, Bonds, Financial Structuring, Investment Management, Capital Markets, Investment Advisory, Private Equity, Finance
Education
Harvard Business School 1985 — 1987
MBA
Princeton University 1978 — 1982
BA with honors
Wellington Management Company LLP November 2013 - Present
Batterymarch Financial Management January 2006 - November 2013
Citigroup Asset Management June 2000 - December 2005
Independence Investment Associates August 1991 - May 2000
Skills
Equities, Asset Managment, Portfolio Management, Alternative Investments, Investment Management, Investments, Equity Research, Fixed Income, Asset Allocation, Asset Management, Hedge Funds
Education
MIT 1989 — 1991
Master of Science (MS), Transportation Planning
MIT Sloan School of Management 1989 — 1991
Master of Science (MS), Management
MIT 1983 — 1987
Bachelor of Science (BS), Applied Mathematics
Year Up March 2014 - Present
YWCA Boston / LeadBoston 2012 - 2013
Wellington Management Company, LLP 1997 - October 2012
J.P. Morgan Investment Management, Inc. 1993 - 1997
V. Berg Futures Ltd. 1989 - 1993
Kidder, Peabody & Co., Inc 1987 - 1989
E.F. Hutton & Company, Inc. 1979 - 1987
Reuters, Ltd. 1978 - 1979
Pittsburgh Post-Gazette 1977 - 1978
Peace Corps 1974 - 1976
Skills
Social Entrepreneurship, International..., Philanthropy, Corporate Social..., Governance, Sub-Saharan Africa, Haiti, French, Relationship Management, Key Account..., Building Relationships, Strategic Relationships, Maintaining..., Business Relationship..., Trusting Relationships, Non-profits, Non-profit Leadership, Non-profit Volunteer, Non-profits..., Non-profit Boards, Non-profit Industries, NGOs, International NGOs, Finance, Retirement, Retirement Planning, Pensions, Writing, Public Speaking, Sales, Sales Presentations, International Sales, International Finance, Communication Skills, Problem Solving, Collaborative Problem..., Problem Analysis, Risk Management, Change Management, Agent for Change, Youth Work, Youth Development, Youth Mentoring, Youth Leadership, Youth Empowerment, Youth Engagement, Youth Programs, Young Adult Services, Leadership Development, Non-profit Program...
Education
New York University - Leonard N. Stern School of Business 1982 — 1985
MBA, Finance & International Business
Northwestern University 1976 — 1977
MSJ, Journalism
Hamilton College 1970 — 1974
AB, English & French
Cambridge Associates November 2012 - December 2014
AlphaSimplex Group, LLC February 2012 - August 2012
Putnam Investments September 2010 - February 2012
Wellington Management Company, LLP July 2008 - September 2010
Skills
Research, Bloomberg, Data Analysis, Fixed Income, Microsoft Excel, Investments, Financial Analysis, Investment Strategies, PowerPoint, Project Management, Institutional..., Economics, Mutual Funds, Analysis, Strategy, Trading, Financial Modeling, Access, Market Research, Asset Allocation, 40 Act Mutual Funds, institutional investors, RFP, Fact Sheets, client letters, training program...
Education
Simmons College 2004 — 2008
Bachelor of Arts, magna cum laude
The Passion to Pursue June 2013 - Present
SkyLight Creative July 2011 - Present
Renée St. Cyr (Sole Proprietorship) January 2009 - Present
Wellington Management Company, LLP June 2004 - December 2008
Wellington Management Company, LLP December 1996 - June 2004
Wellington Management Company, LLP March 1995 - December 1996
Wellington Management Company, LLP April 1992 - December 1995
Skills
Project Management, Management, Cross-functional Team..., Coaching, Training, Publishing, Negotiation, Marketing Communications, Creative Direction, Social Media, Online Marketing, Marketing Strategy, Start-ups, Marketing, Social Networking, Customer Service, Social Media Marketing, Blogging, New Business Development, Strategy, Strategic Planning, Small Business, Business Development, Digital Marketing, Direct Marketing, Integrated Marketing, Brand Development
Education
Boston University
Certificate program for Project Management
Salem State University
B.S., Business Administration & Massachusetts Teacher's Certification
Payden & Rygel April 2010 - Present
Wellington Management Company, LLP April 1998 - April 2010
Miller Anderson & Sherrerd / Morgan Stanley Investment Management August 1992 - April 1998
Blackstone (now BlackRock) Financial Management August 1991 - April 1992
SEI Investments December 1987 - July 1990
Skills
Public Speaking, Critical Thinking, Thinking inside the box, Editing, Fixed Income, Writing, Investment Management, Alternative Investments, Asset Allocation, Institutional..., Asset Management, Portfolio Management, Securities, Private Equity, Mutual Funds, Bonds, Derivatives, Investment Strategies, Hedge Funds, Bloomberg
Education
University of Pennsylvania 1987 — 1991
B.A., Sociology, Econ, Russian Language
Cabrillo College 1986 — 1987
Maths, Theatre
University of California, Santa Cruz 1986 — 1987
Latin
Aptos High School 1983 — 1987
Mantra Computing Inc. June 2010 - Present
EnerNOC via Harvey Nash USA 2009 - 2010
TOSS Corporation September 2007 - November 2009
Wellington Management Company, LLP April 2006 - August 2007
TJX Companies Incorporated September 2003 - March 2006
Skills
Firewalls, Microsoft Exchange, Operating Systems, Unix, Windows, Management, Servers, VPN, Active Directory, Help Desk Support, Networking, Hardware, Troubleshooting, Technical Support
Education
Worcester State College 1997 — 2003
B.S., Computer Science, Minor in Political Science
Northeastern University 1986 — 1988
Criminal Justice
Framingham North High School 1982 — 1986
Touchstone Community School November 2008 - June 2013
Wellington Management Company, LLP August 2003 - January 2008
IXIS Asset Management September 1998 - July 2003
Scudder Investments March 1988 - August 1998
Skills
Strategy, Management, Business Strategy, Securities, CRM, Risk Management, Mutual Funds
Education
Lake Forest College 1983 — 1987
BA, Finance and Marketing
HBX Harvard Business School September 2015 - Present
Northeastern University July 2014 - September 2015
Merganser Capital Management October 2009 - April 2012
Merganser Capital Management March 2009 - October 2009
Wellington Management Company, LLP September 2007 - March 2009
Wellington Management August 2006 - September 2007
Fulbright Organization August 2004 - July 2005
Skills
Internal & External..., Marketing, Relationship Management, Investments, Competitive Analysis, Financial Services, RFP, Fixed Income, Equities, Portfolio Management, Investment Management, Management, Microsoft Office, Proofreading, CRM, Marketing Strategy, Proposal Writing, Project Management, Strategy, Social Media
Education
Northeastern University - Graduate School of Business Administration 2007 — 2010
MBA
University of New Hampshire 1999 — 2003
BA, English and Communications
Wellington Management Company LLP 2006 - Present
Liberty Mutual Insurance 2004 - 2006
Ernst & Young 1996 - 2004
Skills
International Tax, Tax
Education
Boston University School of Law
Master of Laws (LLM)
Clark University
Bachelor of Arts (BA)
Northeastern University School of Law
Doctor of Law (JD)
Nitro Circus March 2015 - Present
Nike January 2014 - March 2015
Wolters Kluwer Financial Services October 2010 - December 2013
Fidelity Investments December 2008 - July 2010
JP Morgan Chase August 2008 - September 2008
Wellington Management Company, LLP May 2008 - August 2008
Robeco April 2008 - May 2008
PTG Capital December 2005 - February 2008
A.G. Edwards & Sons, Inc. June 2003 - June 2004
American Academy of Arts & Sciences June 2002 - January 2003
Skills
Equities, Accounting, Customer Service, Finance, Marketing, Consulting, Financial Planners, Research, Management, Auditing, Business Analysis, Financial Analysis, Mutual Funds, Corporate Finance, CRM, Fixed Income, Sales, Trading, Account Reconciliation, Microsoft Office
Education
Northeastern University 2000 — 2005
Bachelor's degree, Finance
HS
Zones, Inc. April 2015 - Present
AbbVie January 2015 - March 2015
NNEpharmaplan 2013 - 2014
Millennium Pharmaceuticals 2011 - 2012
Novartis 2010 - 2010
Genzyme Corporation 2009 - 2009
Dyax November 2007 - July 2008
Wellington Management Company, LLP 2008 - 2008
National Real Estate Investments October 2006 - October 2007
Founders Development Inc February 2006 - October 2006
Skills
Biotechnology, Strategy, Training, Oncology, Management, Clinical Trials, Marketing, Program Management, Research, Clinical Research, Analysis, Budgets, Marketing Strategy, Sales, Interviews, Pharmaceutical Industry
Education
Lake Forest College 1998 — 2000
Bachelor's Degree, Business/ Marketing
Aveda Institute-Chicago 2002 — 2002
Esthetician certification and License, Estiology (Study of the skin)
CIEE September 2013 - Present
Advent International October 2010 - December 2011
Massachusetts Housing Investment Corporation July 2009 - January 2010
Wellington Management Company, LLP July 2008 - January 2009
Skills
Financial Statements, Account Reconciliation, Accounting, General Ledger, Journal Entries, Payroll, Bank Reconciliation, Accruals, Auditing, PeopleSoft, Financial Reporting, Microsoft Excel, Accounts Payable, NetSuite, Concur, QuickBooks, Quicken
Education
University of Southern Maine 2013 — 2014
Certificate in Risk Management and Insurance
Northeastern University 2006 — 2010
Business, Accounting
Vestmark July 2015 - Present
Self January 2012 - Present
EMC Global Professional Services October 2007 - June 2011
Vestmark April 2006 - August 2007
Wellington Management Company, LLP June 2002 - March 2006
Macgregor 2001 - 2002
Thomson Financial Services July 1992 - October 2001
The Boston Company 1985 - 1992
Skills
Financial Services, Trading Systems, Business Analysis, Project Management, PMO, Requirements Gathering, Business Requirements, Cross-functional Team..., Business Process..., Software Project..., Fixed Income, Order Management, Software Implementation, Equities, Back Office, Project Facilitation, Requirements Analysis, Integration, Process Improvement, Leadership, IT Strategy, Risk Management, Hands-on Training, User Acceptance Testing, Portfolio Management, Agile Methodologies, Business Process, Asset Management, SDLC, Vendor Management, Databases, Management, Business Intelligence, Enterprise Architecture, Functional..., Workflow Analysis, Software Training, Social Media, Analysis, Electronic Trading, Trading, Systems Analysis, Equity Trading, Professional Services, Investment Management, Consulting, Relationship Management, Hand Knitting, knitting instruction, SharePoint
Education
Colgate University 1980 — 1984
BA, French Literature
Penn Mutual Asset Management, Inc. September 2014 - Present
Janney Montgomery Scott July 2009 - August 2014
Redstone Investment Management, LP May 2007 - November 2008
NewMarket Capital Partners September 2006 - May 2007
Ascendant Capital Partners, LLP January 2002 - September 2006
Hamilton Lane July 2000 - December 2001
Ernst & Young February 2000 - July 2000
Wellington Management Company, LLP September 1997 - February 2000
Skills
Alternative Investments, Private Equity, Hedge Funds, Investments, Portfolio Management, Due Diligence, Research, Securities, Asset Management, Asset Allocation, Mutual Funds, Financial Services, Client Services, Client Service, Wealth Management
Education
Villanova University 1992 — 1994
MBA, general
Siena College 1988 — 1992
BBA, Accounting
Morgan Stanley May 2015 - Present
eBay Inc January 2015 - Present
Wellington Management Company LLP 1980 - 2014
Skills
Asset Management, Hedge Funds, Management, Portfolio Management, Alternative Investments, Equities
Education
Harvard Business School 1978 — 1980
MBA, Finance
Brandeis University 1974 — 1978
BA, Economics and American Studies
London School of Economics and Political Science, U. of London 1976 — 1977
General Course Student, Economics
Bain Capital August 2012 - Present
Wellington Management Company, LLP February 2000 - April 2012
Wellington Management Company, LLP January 2008 - January 2010
JP Morgan July 1994 - February 2000
Skills
Talent Management, Talent Acquisition, Organizational..., Organizational Change, Employee Relations, HR Business Partnering, Leadership Development, Training & Development
Education
Teachers College of Columbia University 2005 — 2008
Master of Arts, Organizational Psychology
Bowdoin College 1990 — 1994
Bachelor of Arts, Government & Legal Studies
Lucasfilm August 2015 - Present
Lafayette Park Hotel & Spa June 2012 - Present
Walt Disney Parks & Resorts August 2008 - August 2015
Walt Disney Parks & Resorts July 2007 - August 2008
Walt Disney World February 2007 - July 2007
Walt Disney World August 2006 - February 2007
Wellington Management Company, LLP August 2003 - August 2006
Wellington Management Company, LLP February 2001 - August 2003
Skills
Quantitative Analysis, Qualitative Research, Instructional Design, Onboarding, Workshop Facilitation, Leadership Development, Training, Performance Management, Employee Relations, PeopleSoft, College Recruiting, Talent Acquisition, Human Resources, Employee Engagement, HRIS, Talent Management
Education
Suffolk University 2001 — 2003
Master's Degree, Human Resources
RIVA 2009 — 2009
Moderator Training, Focus Group moderation
Curry College 1998 — 2000
Bachelor's Degree, Communication
Gibbs College 1996 — 1998
Associate's Degree, Office Administration;
Independent Contractor September 2014 - Present
IGT June 2012 - June 2013
IGT July 2011 - December 2012
IGT January 2011 - June 2011
KnuckleUp Fitness August 2008 - September 2010
Wellington Management Company, LLP October 2006 - July 2008
Atlanta Journal-Constitution April 2006 - August 2006
American Eagle Outfitters May 2003 - March 2006
Berry College June 2004 - December 2005
Berry College August 2001 - December 2005
Skills
Social Media Marketing, Marketing, Event Planning, Customer Service, Social Media, Microsoft Office, Event Management, HTML, Project Management, Copy Editing, SEO, Technical Project..., Development Of..., Management, Sales, Facebook, Blogging, Copywriting, Online Marketing, Marketing Strategy, Leadership
Education
Berry College 2001 — 2005
Bachelors of Science, Psychology, Sociology
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
Cramer January 2010 - Present
EDS, an HP Company June 2003 - January 2010
EDS, an HP company June 2003 - January 2010
HP Enterprise Services June 2003 - January 2010
Wellington Management Company, LLP 2000 - 2003
Opus Telecom Inc 1993 - 2000
Skills
Spring, Hibernate, JSF, Maven, Java, JPA, Subversion, MySQL, jQuery
Education
Boston University 1988 — 1992
BSC, Computer Engineering
City Noble Limited January 2015 - Present
Guck International LLC January 2012 - Present
Wellington Management Company LLP April 1989 - December 2011
Rhode Island Hospital Trust National Bank 1980 - 1989
Bryant University 1968 - 1989
Skills
Economics, Investment Strategies, Equities, Investments, Investment Advisory, Asset Management, Alternative Investments, Asset Managment, Investment Management, Investor Relations, Bloomberg, Hedge Funds, Mutual Funds, Relationship Management, Equity Research, Portfolio Management, Asset Allocation, Fixed Income, Securities, Capital Markets, Emerging Markets, Bonds, Private Equity
Education
Clark University 1974 — 1979
PhD, Economics
New York University 1966 — 1967
MA, Economics
Lake Forest College 1961 — 1965
BA, Economics
Investment Professional looking for next opportunity May 2015 - Present
Diamond Hill Capital Management, Inc. April 2014 - April 2015
Diamond Hill Capital Management, Inc. February 2013 - March 2014
Turner Investments January 2012 - February 2013
Turner Investment Partners September 2004 - December 2011
The Vanguard Group September 1998 - September 2004
Wellington Management Company, LLP 1996 - 1998
Fulton Financial Corporation June 1991 - February 1996
Skills
Mutual Funds, Hedge Funds, Equities, Investment Management, Alternative Investments, ETFs, Bloomberg, Asset Allocation, Investment Strategies, Portfolio Management, Asset Management, Equity Research, Investments, Series 7
Education
Penn State University 1993 — 1995
MBA, Finance
Gettysburg College 1987 — 1991
Bachelor of Arts (B.A.), Management
Woods Hole Oceanographic Institution 2009 - Present
Harvard University August 2000 - March 2009
Wellington Management Company, LLP 1997 - 2000
Education
Northeastern University 1998 — 2000
Accounting, Finance
Boston Beer Company July 2014 - Present
Zipcar June 2013 - July 2014
Zipcar June 2011 - June 2013
Welch's April 2008 - June 2011
Massachusetts General Hospital July 2007 - April 2008
ETS Global February 2006 - August 2006
Wellington Management Company, LLP January 2005 - June 2005
Skills
Financial Analysis, Forecasting, Finance, Budgets, Market Research, Analysis, Financial Modeling, Competitive Analysis, Business Development, Process Improvement, Cross-functional Team..., Strategy, Data Analysis, Analytics, Business Strategy
Education
Northeastern University 2002 — 2007
Bachelor of Science, International Business & Finance
Reims Management School 2005 — 2006
PanAgora Asset Management October 2013 - Present
Wellington Management Company, LLP July 2012 - October 2013
Wellington Management Company, LLP May 2009 - July 2012
Wellington Management Company, LLP - Starpoint Solutions June 2007 - May 2009
State Street Corporation April 2005 - June 2007
Sonnax Industries Co. / Sinister Bikes August 2003 - September 2004
Sinister Bikes LLC December 1999 - August 2003
GMO May 1996 - August 2003
GMO September 1998 - February 2000
GMO May 1996 - September 1998
Skills
Bloomberg, Equities, Fixed Income, Portfolio Management, SQL, Derivatives, Risk Management, Investments, Business Analysis, Mutual Funds, Valuation, Securities, Project Management, Databases, Software Project..., Visual Basic, C#, .NET, Web Services, Data Warehousing, Asset Management, Hedge Funds, Financial Services, Analysis, Management, Performance Measurement, Performance Attribution, FactSet, SQL Server Management..., Visual Studio, Statistical Data...
Education
Merrimack College 1989 — 1993
Bachelor of Science, Business Administration; Finance
Wellington Management Company, LLP 2000 - Present
Harvard Medical School 1994 - 1998
Brigham and Women's Hospital 1990 - 1998
Harvard Medical School 1990 - 1994
Harvard Medical School 1988 - 1990
Harvard Medical School 1987 - 1988
Hebrew University of Jerusalem - Hadassah 1986 - 1987
Columbia University Medical Center 1983 - 1986
Skills
Biotechnology, Molecular Biology, Medicine, Chemistry, Investment Management, Private Equity, Internal Medicine, Infectious Diseases, Microbiology, Equity Research, Alternative Investments
Education
Harvard Business School 1998 — 2000
MBA
Icahn School of Medicine at Mount Sinai 1979 — 1983
Doctor of Medicine (M.D.)
Columbia University in the City of New York 1975 — 1979
AB, Biochemistry
MFS Investment Management January 2014 - Present
Columbia Management January 2012 - December 2013
WELLINGTON MANAGEMENT COMPANY, LLP November 1999 - December 2011
WELLINGTON MANAGEMENT COMPANY, LLP November 1999 - June 2001
THE BERKSHIRE GROUP January 1996 - November 1999
THE BERSKHIRE GROUP January 1994 - January 1996
Skills
Testing, PeopleSoft, Disaster Recovery, Outsourcing, ERP, Business Analysis, Vendor Management, Requirements Analysis, Access, SharePoint, SQL, CRM Integration, Project Management, Netezza, Oracle, Microsoft Office, Microsoft SQL Server, Informatica, Quality Center, Rally, Business Objects, Crystal Reports, Pivotal, Salesforce.com, Data Integration, SDLC
Education
Providence College 1995 — 1998
MBA, Business Adminstration
Boston University 2001 — 2001
Graduate Certificate, Client Server Application Development
Bentley University 1989 — 1993
BS, Accounting
Wellington Management Company, LLP April 2007 - Present
Convergys March 1999 - April 2007
Nokia May 1998 - August 1998
ICL,Nigeria June 1995 - July 1996
DPMS, Nigeria May 1994 - May 1995
Skills
EJB, Unix, Database Administration, Configuration Management, UML, Application Servers, AIX, Performance Tuning, Solaris, High Availability, Oracle, Disaster Recovery, Perl, Databases, ITIL, Middleware, Apache, PL/SQL, Weblogic, Red Hat Linux, Tomcat, Java Enterprise Edition, Websphere, WebLogic, WebSphere, IBM AIX
Education
Indiana State University 1997 — 1998
Msc., Electronics and Computer Technology
Federal University of Technology Akure 1988 — 1994
Abeokuta Grammar School, Abeokuta
adidas group January 2015 - Present
Tufts Medical Center July 2012 - January 2015
Abiomed July 2011 - July 2012
Leadership Research Institute July 2010 - July 2011
The University of New Haven September 2009 - April 2011
University of New Haven 2009 - 2011
Dale Carnegie Training of Western CT July 2010 - December 2010
Wellington Management Company, LLP November 2006 - August 2009
Wyman and Company September 2005 - November 2006
Skills
Organizational..., Leadership Development, Recruiting, Coaching, Leadership, Training, Analysis, Employee Training, New Hire Orientations, Onboarding, Performance Management, PowerPoint, Public Speaking, Talent Management
Education
University of New Haven 2009 — 2011
Master of Arts, Industrial/Organizational Psychology
Gettysburg College 2001 — 2005
Bachelor of Arts, Psychology
Westford Academy 1997 — 2001
Ingenico Mobile Solutions (formerly ROAM) August 2013 - Present
Pentucket Research May 2012 - May 2015
Ingenico Mobile Solutions (formerly ROAM Data, Inc.) May 2012 - August 2013
Pentucket Capital Management, LLC April 2008 - May 2012
Stark Investments November 2006 - April 2008
Whitebridge Management Company, LLC January 2005 - November 2006
Wellington Management Company, LLP July 1998 - December 2004
Wellington Management Company, LLP October 1995 - July 1998
Putnam Investments April 1994 - October 1995
Bankers Trust Company April 1993 - March 1994
Skills
Hedge Funds, Equities, Portfolio Management, Equity Research, Investments, Valuation, Bloomberg, Mutual Funds, Alternative Investments, Asset Management, Finance, Company Valuation, Venture Capital, Investment Management, Asset Allocation, Fixed Income, Financial Modeling, Investment Strategies, Securities, Corporate Finance, Competitive Analysis, Capital Markets, ETFs, Options, Risk Management, Equity Valuation, Fund Of Funds, Financial Markets, Trading, Trading Strategies, Comparable Analysis, Enterprise Valuation, Global Asset Management, Industry Analysis, Stock Picking, Valuation Modeling, FactSet, C#, F#, R
Education
University of Pennsylvania - The Wharton School 2002 — 2004
MBA, Finance
Boston College 1994 — 1996
MS, Finance, 3.28
Bentley University 1988 — 1992
BS, Economics-Finance, 3.43
Pentucket Regional High School 1984 — 1988
High School Diploma
Northeastern University May 2015 - Present
Boston University January 2013 - April 2015
Dynamic Solution Associates May 2009 - December 2012
Wellington Management Company LLP June 2007 - December 2008
Pillsbury Winthrop Shaw Pittman January 2003 - May 2005
Certified Employment Group January 2001 - January 2003
Credit Suisse July 1996 - April 2000
Baker and McKenzie May 1995 - June 1996
Skills
Philanthropy, Fundraising, Non-profits, Non-profit Development, Strategic Consulting, Project Management, Board Development, Non-profit Marketing, Non-profit..., Annual Giving, Planned Giving, Corporate Sponsorships, Corporate Relations, Foundations, Special Events, Writing, Nonprofits, Community Outreach, Training, Grant Writing, Event Management, Program Development, Marketing, Alumni Relations, Stewardship
Education
Boston University 2009 — 2010
Professional Certificates, Introduction to Fundraising and Advanced Topics in Fundraising
Harvard University Extension School 2005 — 2007
Mandarin Chinese
College of Law, London, UK 1993 — 1995
JD equivalent, Law
The London School of Economics and Political Science (LSE) 1990 — 1993
BA, History
Curriculum Associates June 2014 - Present
American Well February 2007 - June 2014
Wellington Management Company LLP December 1999 - February 2007
Sapient 1997 - 1999
FTP Software 1995 - 1997
International Integration Incorporated March 1995 - October 1995
Computervision Corporation December 1986 - March 1995
Skills
Testing, Eclipse, XML, Agile Methodologies, Java, Ant, Unix, Tomcat, Software Development, SQL, JavaScript, Android, Selenium 1.x-2.x, Spring, Hibernate, C, C++, Technical Hiring, SDLC, Patience, Passion,..., Project Management, Enterprise Architecture, Software Project..., Android Development, C, JUnit, Requirements Analysis, PL/SQL, HTML, Subversion, Weblogic, Software Design, AJAX, REST, JSP, Web Applications, Databases, Enterprise Software, Web Development, CSS, Oracle, Web Services, Agile Project Management, Java Enterprise Edition, Database Design, Scrum, Software Engineering, Perl, Spring Framework, Linux, Integration
Education
Boston University 1990 — 1993
MS, Computer Science
Merrimack College 1982 — 1986
BA, Mathematics/Computer Science
Andover High School 1979 — 1982
Diploma, General Studies
Wellington Management Company, LLP May 2000 - Present
Skills
Business Analysis, Forecasting, Databases, Analysis, Financial Services, Business Process, Finance, Vendor Management, Financial Modeling, Internal Audit, Securities
Education
Boston College 2005 — 2007
MBA, Finance
Boston University Corporate Education Center 2001 — 2002
Client/Server for the Web Certification
Skidmore College 1991 — 1995
BS, Business
Ingenico Group March 2015 - Present
Ingenico Group October 2014 - March 2015
GlobalCollect B.V. (a Welsh, Carson, Anderson & Stowe portfolio company) January 2014 - October 2014
American Express 2011 - 2013
American Express 2008 - 2011
American Express 2006 - 2008
American Express 2005 - 2006
Massachusetts Office of International Trade and Investment 2003 - 2004
Wellington Management Company, LLP 1999 - 2003
Right Management Consultants 1997 - 1999
Skills
CRM, Business Development, Analytics, Business Analysis, Finance, Negotiation, Strategy, Business Strategy, Strategic Planning, Management, Pricing, Account Management, Investments, Marketing, Competitive Analysis, Change Management, Sales, Financial Analysis, Forecasting, Financial Modeling, Financial Services, Portfolio Management, Relationship Management, P&L Management
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA/MSF
University of California, Berkeley
Biochemistry/Psychology
Wellington Management July 2012 - Present
John Hancock Funds June 2011 - July 2012
Wellington Management Company, LLP September 2009 - June 2011
Wellington Management June 2004 - August 2009
Columbia Asset Management (a division of Bank of America) August 2003 - June 2004
Columbia Asset Management/Bank of America August 2001 - July 2003
Columbia Asset Management/Bank of America September 2000 - July 2001
Columbia Asset Management/Bank of America March 1999 - August 2000
Evergreen Funds (a division of Wachovia Corporation) August 1997 - February 1999
Chase Global Funds Service Company July 1993 - September 1995
Skills
Compliance, Mutual Funds, Financial Services, Fixed Income, Securities, Bloomberg
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1995 — 1997
MSF
Babson College 1989 — 1993
BS
Wellington Management Company, LLP February 2006 - Present
Charles River Development April 2002 - January 2006
Tucker Anthony 2001 - 2002
PricewaterhouseCoopers 1999 - 2000
Scudder Kemper Investments 1996 - 1999
Education
Bentley University 1992 — 1996
1996, Finance
Wellington Management Company, LLP May 2004 - Present
BISYS Fund Services 2001 - 2004
Winklevoss January 2000 - May 2001
NorthStar Investment Management November 1997 - December 1999
Shearman and Sterling February 1997 - November 1997
Kaplan 1994 - 1997
Edwards & Angell July 1991 - April 1994
Education
Providence College 1987 — 1991
BA, History
St Bernard High School 1983 — 1987
Fidelity Investments August 2009 - Present
Wellington Management Company LLP June 2008 - August 2008
Fidelity Investments August 2003 - July 2007
Deutsche Bank July 2001 - July 2003
Skills
Equities, Trading, Investments, Analysis, Capital Markets, Executive Management, Valuation, Management, Fixed Income, Business Strategy, Financial Modeling, Portfolio Management, Securities, Strategy, Bonds, Finance, Credit, Due Diligence, Mergers & Acquisitions
Education
UCLA Anderson School of Management 2007 — 2009
MBA, Finance, General Management
St. Lawrence University 1997 — 2001
B.A., Economics, French
Eze Castle Integration November 2006 - Present
Eze Castle Integration December 2004 - October 2006
Eze Castle Integration May 2003 - November 2004
Northeastern University June 2000 - August 2002
Wellington Management Company, LLP January 2001 - June 2001
Skills
Disaster Recovery, Citrix, VMware, Microsoft SQL Server, Management, Microsoft Exchange, Project Planning, IT Management, Project Management, Data Center, IT Strategy, Access, Training, Vendor Management, SQL, Telecommunications, Storage, Analysis, Integration, Cisco Technologies, SDLC, IT Service Management, IT Operations, Risk Management, Equities, Enterprise Software, Troubleshooting, SaaS, Windows, Servers, Managed Services, Networking, Virtualization, VMware ESX, Outsourcing, Process Improvement, Business Analysis, Fixed Income, Cloud Computing, Software Development, Program Management, Oracle, Active Directory, Infrastructure, Databases, VMware Infrastructure, SAN, CRM
Education
D'Amore-McKim School of Business at Northeastern University 2000 — 2002
MBA
Northeastern University 2000 — 2001
Master
Fu Jen Catholic University
Boston College April 2012 - Present
MineralTree, Inc. August 2011 - April 2012
Oracle Corporation April 2009 - October 2011
mValent February 2007 - April 2010
Wellington Management Company, LLP March 2004 - February 2007
BEA Systems, Inc. 1999 - 2004
Skills
Cloud Computing, Unix, High Availability, Enterprise Software, Agile Methodologies, SaaS, Enterprise Architecture, Software Development, SOA, Software Project..., Virtualization, Solution Architecture, Middleware, Web Services, SDLC, Oracle, Perl, Pre-sales, Software Engineering, Databases, Apache, Security, Java, VMware, XML, Integration, System Architecture, MySQL, Linux, Tomcat
Education
Boston College 1995 — 1999
Bachelor of Science, Computer Science
Concentric Energy Advisors January 2012 - Present
Concentric Energy Advisors September 2007 - January 2012
Concentric Energy Advisors June 2002 - September 2007
Spirit Products November 2001 - June 2002
Thinq Learning Solutions June 2001 - October 2001
Thinq Learning Solutions August 2000 - June 2001
Navigant Consulting May 1998 - August 2000
Wellington Management Company, LLP May 1997 - May 1998
Skills
Training, Microsoft Office, Microsoft Excel, Strategic Planning, Management Consulting, Administrative..., Sales, Access, Business Strategy, Due Diligence, Employee Benefits, Office Management, Human Resources
Education
Bryant University 1992 — 1996
BS, Business Administration
Fidelity Investments September 2014 - Present
Wellington Management Company, LLP March 2004 - May 2013
Kobren Insight Management March 2001 - March 2004
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Equities, Investment Strategies, Fixed Income, Mutual Funds, Capital Markets, Derivatives, Product Management, Marketing Strategy
Education
Bucknell University 1995 — 1999
BA, Economics
Income Research + Management August 2014 - Present
Wellington Management Company, LLP December 2010 - August 2014
Wellington Management Company, LLP October 2007 - November 2010
Wellington Management June 2006 - July 2007
TicketBean Inc. September 2005 - December 2005
G.R. Health Aids Pvt. Ltd. May 2004 - August 2005
Morgan Stanley May 2003 - July 2003
Skills
Bloomberg, Financial Modeling, Financial Analysis, Factset, Equity Research, Private Company..., Portfolio Management, Asset Management, Equity Valuation, Equities, Investment Banking, Investment Management, Valuation, Securities, Asset Allocation, Capital Markets, Business Valuation, Hedge Funds, Fixed Income, Investments, Alternative Investments, Corporate Finance, Private Equity, Macro Analysis, Emerging Markets
Education
Northeastern University - Graduate School of Business Administration 2005 — 2007
Master of Business Administration (MBA), Investments, GPA: 3.9
Annamalai University 2004 — 2005
Post Graduate Diploma in Foreign Trade, International Trade, Fiscal and Monetary Policies, Currency
University of Delhi 2001 — 2004
Bachelor of Business Administration (BBA), Finance, General
Wellington Management Company, LLP February 1997 - Present
Mellon Trust 1995 - 1997
Skills
Equities, Derivatives, Fixed Income, Bloomberg, Hedge Funds, Investment Management, Mutual Funds, Electronic Trading, Investments, Alternative Investments, Asset Allocation
Education
Boston College 1991 — 1995
Economics
QIAGEN August 2012 - March 2014
AmniSure International LLC August 2011 - August 2012
AmniSure International LLC August 2010 - August 2011
Healthcare Businesswomen’s Association, Boston Chapter May 2010 - October 2010
McGill Reproductive Centre June 2008 - July 2008
Wellington Management Company, LLP June 2004 - July 2007
Gannett Welsh & Kotler April 2000 - June 2004
Skills
Market Research, Data Analysis, Process Improvement, International Business, Competitive Analysis, Cross-functional Team..., Market Analysis, Strategic Planning, Medical Devices, Business Development, Biotechnology, Leadership, Marketing, Strategy, Project Management
Education
McGill University 2007 — 2009
MBA, International Business
Boston College 1995 — 1999
BS, Biology
Wellington Management Company LLP July 2004 - Present
JP Morgan Asset Management Services July 1997 - June 2004
Credit Suisse First Boston June 1995 - July 1997
Citibank NA July 1991 - July 1995
Digital Equipment Corporation August 1987 - August 1991
Skills
CMBS, Six Sigma, CLO, Residential Mortgages, Derivatives, Fixed Income, Equities, Structured Finance, Asset Management, Shared Services, FX, Structured Products, Capital Markets, Options, Money Market, Change Management, Portfolio Management, Asset Managment, Back Office, Financial Services, Trading Systems, FX Options, SDLC, Trading, Business Analysis, Management
Education
National University of Singapore 1994 — 1996
M. Tech, Software Engineering
University of Mumbai 1988 — 1989
Post Graduate Diploma in Systems Management, Business Administration and Management, General, High Honors
University of Mumbai 1983 — 1987
B.E, Electronics Engg
Hawkins Point Partners Career SabbaticalCareer Sabbatical2013 - 2015
Interactive Data March 2012 - May 2013
Collaborative Consulting November 2011 - March 2012
Wellington Management Company, LLP June 2004 - June 2010
Wellington Management Company, LLP June 2000 - June 2004
Wellington Management Company, LLP June 1994 - June 2000
Wellington Management Company, LLP June 1991 - June 1994
Wellington Management Company, LLP March 1989 - June 1991
Keystone Custodian Funds, Inc. March 1987 - March 1989
Skills
Business Analysis, CRM, Project Management, Program Management, Financial Services, Portfolio Management, Management, Strategy, Business Process, Business Intelligence, Cross-functional Team..., Analysis, User Acceptance Testing, Investments, Leadership, Product Requirements, Business Requirements, Training, Solution Implementation, User Documentation, Customer Support, Test Cases, Regression Testing, System Testing, Finance, Mutual Funds, Business Strategy
Education
Boston College
BA, Mathematics
Harvard Extension School
Business Writing
Chelmsford High School
Wellington Management Company, LLP July 1996 - Present
Tufts Health Plan September 1992 - July 1996
Sensormatic 1989 - 1992
Skills
SDLC, Databases, Business Analysis, Enterprise Architecture, SQL, Software Project..., Data Warehousing, Disaster Recovery, Agile Methodologies, Oracle
Education
Holyoke Community College 1977 — 1979
GMO April 2007 - Present
Wellington Management Company, LLP February 1998 - April 2007
Skills
Securities, Mutual Funds, Investment Management
Education
College of the Holy Cross 1983 — 1987
BA, English
Prime, Buchholz and Associates January 2006 - Present
Wellington Management Company, LLP November 2002 - January 2006
State Street Research July 1997 - November 2003
Education
Suffolk University 2004 — 2006
MSIE, Economics
Hamilton College 1993 — 1997
Greater Lawrence Family Health Center June 2013 - Present
Sovereign Bank June 2011 - June 2013
Steward Health Care System, LLC October 2010 - June 2011
Caritas Christi Health Care June 2009 - September 2010
Wellington Management Company, LLP January 2007 - December 2008
Wellington Management February 2005 - December 2006
Boston Scientific Corporation June 1998 - February 2005
Harvard Pilgrim Healthcare 1982 - 1997
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Accounting, Forecasting, Budgets, Analysis, Management, Finance, Vendor Management, Leadership, Strategic Planning, Strategic Financial..., Investments, Negotiation, Risk Management, Process Improvement, Managerial Finance, Business Analysis, Portfolio Management, Business Process, Mergers & Acquisitions, Auditing, Cash Management, Financial Planning
Education
Franklin Pierce University 1998 — 2000
MBA, Business Administration-Leadership
Bentley University 1975 — 1979
BS, Accounting
Wellington Management Company, LLP January 2009 - April 2010
Wellington Management 2002 - 2009
Education
Simmons College - Simmons School of Management
MBA
Wheaton College (MA)
BA, Economics
FLAG Capital Management, LLC January 2014 - Present
FLAG Capital Management, LLC January 2009 - Present
HRJ Capital September 2007 - December 2008
Wellington Management Company, LLP August 1999 - September 2007
Skills
Alternative Investments
Education
Boston University Questrom School of Business 2003 — 2005
Masters, Finance
Denison University 1988 — 1992
BA, Economics
Keenan Motors May 2010 - Present
Thomas J. Paul, Inc. April 2009 - April 2010
Wellington Management Company, LLP April 2002 - June 2008
Merrill Lynch 2001 - 2002
Education
Penn State University 1997 — 2001
The University of Manchester 2000 — 2000
JPMorgan Chase & Co. September 2014 - Present
Wellington Management Company, LLP September 2006 - September 2014
JPMorgan Chase May 2005 - September 2006
Paloma Partners April 2004 - April 2005
Fidelity Investments 1998 - 2004
Skills
Bloomberg, Hedge Funds, Fixed Income, Mutual Funds, Equities, Alternative Investments, Financial Analysis, Asset Management, Securities, Derivatives, Investments, Private Equity
Education
Boston University
Economics
Wellington Management Company, LLP June 2000 - Present
Skills
Team Management, Team Leadership, Marketing Communications, Databases
Education
Boston University Questrom School of Business 2005 — 2008
MBA
Boston College 1996 — 2000
BS, Marketing
Medway High School 1994 — 1996
Lazard Asset Management September 2005 - Present
Wellington Management Company, LLP 2003 - 2005
Education
Boston University 2001 — 2003
Masters, Music - Voice
Ithaca College 1995 — 1999
Bachelor, Music - Voice
Brigham and Women's Hospital August 2013 - Present
Brigham and Women's Hospital April 2009 - July 2013
Wellington Management Company, LLP 2006 - 2008
George Mason University May 2004 - August 2006
Skills
Access, Policy, Invoicing, Databases, Legal Writing, Research, Nonprofits, Community Outreach, Event Planning, Microsoft Office, PowerPoint, Administrative..., Fundraising, Editing
Education
George Mason University 2000 — 2004
BA, English
CamberView Partners, LLC October 2013 - Present
Wellington Management Company, LLP January 2012 - October 2013
Tapestry Networks September 2010 - January 2012
State Street Global Advisors November 2007 - September 2010
Wellington Management Company, LLP October 2005 - November 2007
Skills
Corporate Governance, Equities, Securities, Investments, Valuation, Capital Markets, Hedge Funds, Asset Management, Mutual Funds, Alternative Investments, Bloomberg, Fixed Income, Equity Research, Portfolio Management, Private Equity
Education
Boston College 2001 — 2005
Bachelor of Science (BS), Finance
Wellington Management July 2001 - Present
Wellington Management Company, LLP June 2001 - January 2007
Scudder Investments 1994 - 2001
Skills
Hedge Funds, Mutual Funds, Securities, FINRA
Education
Massachusetts College of Liberal Arts 1989 — 1993
Barnstable High School
Wellington Management Company, LLP July 2007 - Present
Wellington Management Company, LLP January 2006 - July 2007
MicroCapital January 2006 - June 2006
Wellington Management Company, LLP October 2004 - January 2006
Education
Hobart and William Smith Colleges 1999 — 2003
B.A., cum laude, Economics
Grosse Pointe South High School 1995 — 1999
Liberty Mutual Insurance August 2013 - Present
Liberty Mutual Insurance July 2011 - July 2013
Tuck School of Business at Dartmouth August 2009 - August 2011
Putnam Investments August 2006 - June 2009
Wellington Management Company, LLP July 2004 - August 2006
Skills
Financial Analysis, Business Strategy, Customer Experience, Project Management, Investment Strategies, Innovation Consulting, Financial Modeling, Data Analysis, Leadership, Management, Analysis, Product Management
Education
The Tuck School of Business at Dartmouth 2009 — 2011
MBA
Middlebury College 2001 — 2004
BA, International Politics & Economics, Chinese
Beijing Institute of Education
Wellington Management Company, LLP January 2008 - Present
Wellington Management 2008 - 2009
Wellington Management Company 1999 - 2004
Education
Bentley University 1984 — 1988
Boba Station, Inc. October 2011 - Present
Kaplan, Inc,. February 2005 - March 2012
Wellington Management Company, LLP June 2008 - December 2008
The Posse Foundation, Inc. October 2001 - September 2004
Skills
Leadership, Strategy, Training, Management, Program Management, Competitive Analysis, Marketing, Business Development, Market Research, Product Management, Project Management, Sales, Online Advertising, Sales Operations, Sales Management, Sales Presentations, Direct Sales, Brand Development, Brand Management, Brand Awareness, Brand Loyalty, Entrepreneurship, Creative..., Social Media Marketing, Social Entrepreneurship, Public Speaking, Strategic Partnerships, Partnership-building, Building Business..., Vendor Partnerships, Channel Partners, Marketing Strategy, Digital Marketing, Product Marketing, Marketing Management, Online Marketing, Digital Direct Marketing, Direct Marketing, Workshop Facilitation, Training Facilitation, Team Facilitation, Executive Facilitation, Business Writing, Customer Retention, Customer Research, Market Research Project..., Loyalty Programs, Customer Loyalty..., New Venture Launch, Execution of Business...
Education
D'Amore-McKim School of Business at Northeastern University 2007 — 2009
MBA
DePauw University 1997 — 2001
BA
Acceleron Pharma January 2008 - Present
Wellington Management Company, LLP June 2006 - January 2008
Education
Stonehill College
Georgetown University Medical Center June 2011 - Present
Kluge Consulting January 2011 - Present
Holton-Arms School November 2008 - July 2010
Marymount University September 2007 - November 2008
Boys & Girls Clubs of America (National Headquarters) September 2006 - July 2007
Wellington Management Company, LLP April 2004 - December 2004
Emmanuel College August 1998 - November 2003
Skills
Fundraising, Nonprofits, Public Speaking, Higher Education, Community Outreach, Research, Leadership, Event Planning, Volunteer Management, Newsletters
Education
Emmanuel College 2000 — 2003
Master of Science, Management
The George Washington University 1994 — 1998
Bachelor of Arts (BA), International Relations and Affairs
Wellington Management Company, LLP February 2005 - Present
Wellington Management 2005 - 2009
Education
College of the Holy Cross
Northeastern University - Graduate School of Business Administration
MBA
Wellington Management Company, LLP March 2000 - Present
Investors Bank & Trust August 1994 - March 2000
Education
D'Amore-McKim School of Business at Northeastern University 1997 — 1999
Bryant University 1990 — 1994
BS in Business Administration, Accounting
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
Wellington Management Company, LLP December 2004 - Present
Putnam Investments May 1999 - November 2004
Education
Stonehill College 1980 — 1984
Boston College High School 1976 — 1980
Huntsman Gay Global Capital, LLC July 2008 - 2013
Bain Capital 2000 - 2008
Wellington Management Company, LLP 1994 - 2000
Putnam Investments 1989 - 1994
Skills
Venture Capital, Mergers, Due Diligence, Investments, Valuation, Financial Modeling, Hedge Funds, Corporate Development, Capital Markets, Corporate Finance, Equities, Alternative Investments, LBO, Investment Banking, Management Consulting, Strategy, Financial Analysis, Portfolio Management
Education
Boston University 1992 — 1995
MSA
Le Moyne College 1979 — 1983
BA, Industrial and Labor Relations
Dell Inc. November 2010 - Present
Wellington Management Company, LLP August 2009 - August 2010
John Hancock 2003 - 2007
IBM 1997 - 2007
IBM 1993 - 1997
IBM 1985 - 1992
Skills
Integration, Infrastructure..., Process Consulting, Project Management, Budgets, ITIL, Data Center, PMP, Business Analysis, Information Technology, Servers, Outsourcing, PMO, IT Strategy, IT Operations, Infrastructure, Business Intelligence, Virtualization, Business Process, SDLC, Vendor Management, Project Planning, Resource Management, Team Leadership, Risk Management, IT Service Management, E-commerce, Enterprise Software, Security, Leadership, Software Documentation, Management, Disaster Recovery, Architectures, Requirements Analysis, Enterprise Architecture, Project Portfolio..., Service Delivery, Cloud Computing, Solution Architecture
Education
Northeastern University 2008 — 2008
Certification (in progress), Professional Meeting & Event Management
University of California Santa Cruz
BA, Computer and Information Science
Wellington Management Company, LLP February 2007 - February 2011
Columbia Management 1997 - 2006
scudder 1997 - 2006
Education
National University 1991 — 1993
Wellington Management Company, LLP 2004 - Present
State Street December 1999 - September 2004
Faegre & Benson LLP December 1994 - August 2004
Skills
Mutual Funds, Fixed Income, Equities, Asset Management, Hedge Funds
Education
Georgetown University 1989 — 1993
Georgetown University 1989 — 1993
BA, Economics
Wellington Management Company, LLP November 2001 - Present
Education
Bowdoin College
Wellington Management July 2010 - Present
Wellington Management Company LLP March 2006 - July 2010
Wellington Management March 2003 - March 2006
Wellington Management February 2000 - February 2003
Panagora Asset Management November 1997 - September 1999
Mellon Trust July 1996 - September 1997
Skills
Employee Benefits, Benefits Administration, Mutual Funds, Equities, Fixed Income, Hedge Funds, Alternative Investments, Valuation, Asset Allocation, Customer Service, Mentoring, HRIS, Onboarding, Investments, Deferred Compensation, Defined Contribution, Strategic Planning, Tactical, Financial Services, Human Resources
Education
International Foundation of Employee Benefit Plans 2007 — 2010
Certificiate in Benefits and Compensation Management
Bentley University 1992 — 1996
BS, Finance
Bridgewater Raynham Regional High School 1988 — 1992
Milton High School September 2002 - Present
Wellington Management Company, llp 1999 - 2002
Education
University of Massachusetts Boston 2002 — 2003
Masters, Education
Providence College 1993 — 1997
Bachelor, English
Wellington Management Company, LLP May 2007 - Present
Education
Boston College 1995 — 1999
BA
TorreyCove Capital Partners January 2014 - Present
Macquarie Group November 2011 - January 2014
Ballentine Partners, LLC January 2009 - December 2010
Wellington Management Company, LLP July 2007 - December 2008
Loeb Partners May 2006 - September 2006
AIG June 2005 - September 2005
Skills
Investment Management, Private Equity, Financial Modeling, Financial Analysis, Alternative Investments, Due Diligence, Microsoft Excel, Microsoft Office, Valuation, Fixed Income, Equities, Cleantech, Equity Research, Bloomberg, Asset Management
Education
Massachusetts Institute of Technology 2003 — 2007
B.A., Mathematics; Management Science;, 4.5/5
Wipro Technologies, U.S.A. November 2014 - Present
Wipro Technologies November 2012 - October 2014
Wipro Technologies January 2011 - October 2012
Wipro Technologies January 2005 - February 2012
Wellington Management Company, LLP 2003 - 2009
Bajaj Auto Ltd July 1994 - March 1998
Education
Harvard Growth Harbinger Program 2011 — 2012
Executive Education in Leadership, Harvard Business School - Wipro Growth Harbinger Program, Management and Leadership
Anna University 1991 — 1994
B. Tech., Automobile Enginerring
QVC 2006 - Present
Wellington Management Company LLP 2003 - 2005
Appian Communications 1999 - 2002
Bell Labs Lucent Technologies 1997 - 1999
Aries Technology Inc 1992 - 1997
Skills
NoSQL, Agile Methodologies, Java, Web Services, Software Development, JavaScript, SDLC, Java Enterprise Edition, SOA, XML
Education
Penn State University 1983 — 1987
Wellington Management Company, LLP December 2001 - Present
State Street Global Advisors 1999 - 2001
State Street July 1998 - 1999
Skills
Fixed Income, Asset Management, Portfolio Management, Investments, Bloomberg, Derivatives, Risk Management, Mutual Funds, Institutional, Investment Advisory, Bonds, Credit, Financial Modeling, Alternative Investments, Wealth Management, Investment Management, Securities, Hedge Funds, Equities, Investment Strategies
Education
Norwich University 1994 — 1998
North Smithfield High School 1991 — 1994
Wellington Management Company, LLP November 2009 - December 2012
State Street January 2007 - February 2009
Putnam Investments May 2006 - January 2007
Putnam Investments March 2004 - May 2006
Putnam Investments January 1999 - March 2004
Putnam Investments December 1997 - January 1999
Putnam Investments November 1996 - December 1997
Skills
Corporate Actions, Settlement, Account Reconciliation, Fixed Income, Equities, Client Service Oriented, Process Improvement, Global Operations, Outsourcing, Bloomberg
Education
Hartwick College 1989 — 1993
BA, Mathematics
Monument Group 2003 - Present
Wellington Management Company, LLP 1996 - 2000
AEW Capital Management 1987 - 1996
Education
Boston College
David Raftery Inc June 2014 - Present
Great Eastern Seafood August 2013 - March 2014
The Lucas Group September 2010 - March 2012
CypressTree Investment Management, LLC March 2010 - May 2010
CypressTree Investment Management, LLP April 2005 - October 2009
Cambridge Savings Bank November 2001 - November 2004
Wellington Management May 1999 - March 2001
Wellington Management Company, LLP May 1999 - March 2001
MarketPlace Development, Inc August 1997 - May 1999
Boston Properties June 1996 - August 1997
Skills
Financial Reporting, General Ledger, Cash Flow, Financial Analysis, Financial Modeling, Accounting, Budgeting, Reconciliation, Financial Accounting, Accounts Payable, Cash Management, Forecasting, Consolidation, Quickbooks, Investments, Expenses, Payroll, Excel, Billing, Accounts Receivable, Fixed Assets, Variance Analysis, Data Analysis, QuickBooks, Invoicing, Finance, Analysis, Account Reconciliation, Internal Controls, Microsoft Excel, Budgets, Strategic Financial..., Financial Statements
Education
Northeastern University 1998 — 2001
Master's degree, Finance
Northeastern University 1992 — 1996
Bachelor of Science, Business Administration, Accounting
DALBAR, Inc. November 2013 - Present
DALBAR, Inc. September 2011 - November 2013
DALBAR, Inc. October 2010 - September 2011
Wellington Management Company, LLP March 2007 - January 2010
Education
Salem State University 2003 — 2006
Bachelor of Science, Sport, Fitness; Sport Management, 3.30 GPA
Wellington Management Company, LLP 1987 - 2008
The Boston Company 1983 - 1987
Boston Public Schools 1979 - 1982
Education
Lesley University
MEd, Education
University of Massachusetts Boston
BA
Université Paris-Sorbonne
Certificat de Langue et Civilisation Francaises
Wellington Management Company, LLP December 2013 - Present
PwC October 2011 - December 2013
U.S. Securities and Exchange Commission January 2010 - October 2011
Boston University 2003 - 2011
U.S. Securities and Exchange Commission 2004 - 2010
U.S. Securities and Exchange Commission 2000 - 2004
U.S. Securities and Exchange Commission 1998 - 2000
Choate Hall & Stewart 1997 - 1998
Ropes & Gray LLP 1995 - 1997
U.S. District Court, E.D. Pa. (The Honorable Norma L. Shapiro) 1994 - 1995
Education
University of Pennsylvania Law School 1991 — 1994
J.D.
The University of Chicago 1989 — 1991
A.M., Political Science
Boston College 1985 — 1989
B.A., Political Science
Wellington Management Company, LLP October 2007 - Present
Brown Brothers Harriman & Co. July 2006 - September 2007
Wellington Management Company, LLP January 2004 - July 2005
State Street Global Markets January 2003 - August 2003
Skills
FX Options, SWIFT messages, Fixed Income, Equities, Foreign Exchange, Settlement, Back Office
Education
Northeastern University 2001 — 2006
BS, Finance and International Business
State Street Global Advisors February 2010 - Present
State Street Global Advisors February 2008 - February 2010
Wellington Management Company, LLP 2004 - February 2008
Education
College of the Holy Cross
Bachelors, Economics
Wellington Management Company LLP 2001 - Present
GTCR Golder Rauner 1997 - 1999
Alex. Brown & Sons, Inc. 1996 - 1997
Smith Barney Inc. 1994 - 1996
Education
Harvard Business School 1999 — 2001
MBA
Yale University 1990 — 1994
BS, Mechanical Engineering
Wellington Management Company, LLP December 2007 - Present
The Procter and Gamble Company February 2005 - December 2007
The Gillette Company December 1999 - February 2005
Fidelity Investments June 1997 - December 1999
American Airlines November 1979 - September 1995
Skills
Leadership skills, Relationship building..., Negotiation skills
Education
Salem State College
Bachelor of Science, Business Education