Wellington Management Company, LLP

Industry: Private investment management company

Description

Wellington Management Company is a private, independent investment management firm with client assets under management totaling over US$1 trillion. The firm serves as investment advisor to over 2,150 institutions in over 60 countries, as of 30 December 2017. Assets under management: 1 trillion USD (2017) CEO: Brendan Swords (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

Employee
Years
Job
Industry
Barry Landers Barry Landers Greater Boston Area Details
Barry Landers's Wellington Management Company, LLP Experience August 2010 - Present
Job Portfolio Coordinator at Wellington Management
Industry Investment Management
Experience
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

Amanda Elsaesser Amanda Elsaesser Greater Boston Area Details
Amanda Elsaesser's Wellington Management Company, LLP Experience May 2012 - Present
Job Compliance Analyst at Wellington Management Company LLP
Industry Financial Services
Experience
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

Julie Jenkins Julie Jenkins Columbus, Ohio Area Details
Julie Jenkins's Wellington Management Company, LLP Experience 1990 - 2008
Job Owner, Fresh Crafts Gallery, LLC
Industry Retail
Experience
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

Monica Huang Monica Huang Greater Boston Area Details
Monica Huang's Wellington Management Company, LLP Experience June 2008 - December 2008
Job Senior Financial Analyst, Personal Insurance Finance at Liberty Mutual Insurance
Industry Insurance
Experience
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

Brian Corsetti Brian Corsetti Greater Boston Area Details
Brian Corsetti's Wellington Management Company, LLP Experience September 2013 - September 2014
Job Vice President Market Data Procurement at State Street
Industry Financial Services
Experience
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

Charles Gantt, CFA Charles Gantt, CFA Greater Boston Area Details
Charles Gantt, CFA's Wellington Management Company, LLP Experience August 2003 - June 2009
Job Vice President at Red Curve Solutions
Industry Financial Services
Experience
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

Donna de Almeida Donna de Almeida Greater Boston Area Details
Donna de Almeida's Wellington Management Company, LLP Experience 2000 - 2014
Job Graphic Designer
Industry Graphic Design
Experience
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

AJ Esguerra AJ Esguerra Watertown, Massachusetts Details
AJ Esguerra's Wellington Management Company, LLP Experience July 2010 - January 2012
Job Emerging Products Associate at athenahealth
Industry Information Technology and Services
Experience
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

Jessica Glidden Jessica Glidden Austin, Texas Area Details
Jessica Glidden's Wellington Management Company, LLP Experience October 2009 - December 2009
Job Corporate partnerships & cause marketing at Oxfam
Industry Public Relations and Communications
Experience
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

Emily Lospennato Emily Lospennato Boston, Massachusetts Details
Emily Lospennato's Wellington Management Company, LLP Experience June 2008 - September 2011
Job Senior Account Executive at Version 2.0 Communications
Industry Public Relations and Communications
Experience
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

Stephen Laplante Stephen Laplante Greater Boston Area Details
Stephen Laplante's Wellington Management Company, LLP Experience January 2006 - August 2012
Job Accenture Network Services @ Citizen's Bank
Industry Investment Management
Experience
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

Daria Caritano Daria Caritano Boston, Massachusetts Details
Daria Caritano's Wellington Management Company, LLP Experience January 2009 - June 2009
Job Account Manager at Maxwell Health
Industry Health, Wellness and Fitness
Experience
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

Laura Dargus Laura Dargus Greater Boston Area Details
Laura Dargus's Wellington Management Company, LLP Experience December 2006 - July 2007
Job Events, Communications & Development Assistant at Massachusetts Institute of Technology (MIT)
Industry Public Relations and Communications
Experience
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

Patrick Chatfield Patrick Chatfield Greater Boston Area Details
Patrick Chatfield's Wellington Management Company, LLP Experience August 2014 - Present
Job Assistant Vice President at Wellington Management Company, LLP
Industry Financial Services
Experience
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

Michael Thompson, CFA Michael Thompson, CFA Greater Boston Area Details
Michael Thompson, CFA's Wellington Management Company, LLP Experience 2010 - 2014
Job Skilled Investment Management Leader
Industry Investment Management
Experience
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

Kevin Ludwig Kevin Ludwig Greater Boston Area Details
Kevin Ludwig's Wellington Management Company, LLP Experience April 2008 - November 2010
Job Investment Management Professional
Industry Investment Management
Experience
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

Kerry Hamson Kerry Hamson Boston, Massachusetts Details
Kerry Hamson's Wellington Management Company, LLP Experience June 2013 - Present
Job
Industry Financial Services
Experience
Wellington Management Company LLP  June 2013 - Present

Education
Bentley University   1992 — 1996
BS, Finance

Dan Poole Dan Poole Greater Boston Area Details
Dan Poole's Wellington Management Company, LLP Experience February 2007 - October 2007
Job Advisory Manager at PwC
Industry Management Consulting
Experience
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

Timothy Burke Timothy Burke Greater Boston Area Details
Timothy Burke's Wellington Management Company, LLP Experience January 2008 - October 2013
Job Assistant Manager, Portfolio Analytics at HarbourVest Partners
Industry Financial Services
Experience
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

jianing gao jianing gao Greater Boston Area Details
jianing gao's Wellington Management Company, LLP Experience March 2015 - Present
Job HR Operations Specialist at Wellington Management Company, LLP
Industry Financial Services
Experience
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

Sandra P. Ocampo-Lowther Sandra P. Ocampo-Lowther Greater Boston Area Details
Sandra P. Ocampo-Lowther's Wellington Management Company, LLP Experience November 2011 - Present
Job Financial Administrator at Wellington Management
Industry Financial Services
Experience
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

Thomas Pappas Thomas Pappas Greater Boston Area Details
Thomas Pappas's Wellington Management Company, LLP Experience May 1987 - December 2010
Job Private Investor & Fellow Advanced Leadership Initiative at Harvard
Industry Investment Management
Experience
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

Leah Eggleston Krygowski Leah Eggleston Krygowski Greater Boston Area Details
Leah Eggleston Krygowski's Wellington Management Company, LLP Experience 2002 - 2004
Job Administrative Assistant at Cambridge Associates
Industry Financial Services
Experience
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

Cindy Corriveau Cindy Corriveau Greater Boston Area Details
Cindy Corriveau's Wellington Management Company, LLP Experience April 2014 - August 2014
Job Senior Business Systems Analyst at Daniel Roberts
Industry Information Technology and Services
Experience
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

Phoebe Hunter Phoebe Hunter Greater Boston Area Details
Phoebe Hunter's Wellington Management Company, LLP Experience March 2001 - July 2005
Job
Industry Investment Management
Experience
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

John Harrington John Harrington Greater Boston Area Details
John Harrington's Wellington Management Company, LLP Experience 2000 - 2005
Job Director, Consultant Relations at PNC Capital Advisors, LLC
Industry Investment Management
Experience
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

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

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

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

Nidia Fevry Nidia Fevry Boston, Massachusetts Details
Nidia Fevry's Wellington Management Company, LLP Experience June 2008 - August 2008
Job Innovation Women/Mass Innovation Nights at Carlton PR & Marketing
Industry Marketing and Advertising
Experience
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

Parul Vakani Parul Vakani Greater Boston Area Details
Parul Vakani's Wellington Management Company, LLP Experience 1999 - 2001
Job Managing Partner at WorkStream Solutions, LLC
Industry Management Consulting
Experience
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.

David Kurnik David Kurnik Greater Boston Area Details
David Kurnik's Wellington Management Company, LLP Experience 2002 - 2008
Job Vice President, Senior Financial Manager, Portfolio Strategy at Citizens Financial Group, Inc.
Industry Financial Services
Experience
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

Larry Primatello, MBA Larry Primatello, MBA Greater Boston Area Details
Larry Primatello, MBA's Wellington Management Company, LLP Experience January 1999 - June 2006
Job Associate Director at Vertex Pharmaceuticals
Industry Information Technology and Services
Experience
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

Benjamin Briody Benjamin Briody Denver, Colorado Details
Benjamin Briody's Wellington Management Company, LLP Experience January 2010 - July 2010
Job Senior Portfolio Analyst at CIFC Asset Management LLC
Industry Financial Services
Experience
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

Howard Schlenker Howard Schlenker Greater Boston Area Details
Howard Schlenker's Wellington Management Company, LLP Experience 2000 - 2005
Job Manager of Forecasting & Financial Systems at Rue La La
Industry Accounting
Experience
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

Michael A. Tyler, CFA Michael A. Tyler, CFA San Francisco Bay Area Details
Michael A. Tyler, CFA's Wellington Management Company, LLP Experience June 1986 - June 2002
Job Chief Investment Officer at Eastern Bank
Industry Investment Management
Experience
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

Michael McElroy Michael McElroy Boston, Massachusetts Details
Michael McElroy's Wellington Management Company, LLP Experience November 2013 - Present
Job Investment Director at Wellington Management Company LLP
Industry Investment Management
Experience
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

Jeff Collins Jeff Collins Greater Boston Area Details
Jeff Collins's Wellington Management Company, LLP Experience 1997 - October 2012
Job Associate Director of Employer Engagement at Year Up Boston
Industry Nonprofit Organization Management
Experience
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

Alexandra C.R. Rowen Alexandra C.R. Rowen Boston, Massachusetts Details
Alexandra C.R. Rowen's Wellington Management Company, LLP Experience July 2008 - September 2010
Job Senior Analyst, Strategy and Business Development
Industry Financial Services
Experience
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

Renee Armand Renee Armand Greater Boston Area Details
Renee Armand's Wellington Management Company, LLP Experience June 2004 - December 2008
Job Partner at SkyLight Creative and Founder of The Passion to Pursue
Industry Marketing and Advertising
Experience
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

Justin Bullion Justin Bullion Greater Boston Area Details
Justin Bullion's Wellington Management Company, LLP Experience April 1998 - April 2010
Job Managing Principal at Payden & Rygel
Industry Investment Management
Experience
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

Michael Engel Michael Engel Greater Boston Area Details
Michael Engel's Wellington Management Company, LLP Experience April 2006 - August 2007
Job Helpdesk Manager/Network Administrator at Mantra Computing Inc.
Industry Information Technology and Services
Experience
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

Dave Secor Dave Secor Greater Boston Area Details
Dave Secor's Wellington Management Company, LLP Experience August 2003 - January 2008
Job Director of Finance and Operations
Industry Education Management
Experience
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

Valerie Krempus (Smith) Valerie Krempus (Smith) Boston, Massachusetts Details
Valerie Krempus (Smith)'s Wellington Management Company, LLP Experience September 2007 - March 2009
Job Associate Director, Communications at HBX | Harvard Business School
Industry Higher Education
Experience
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

Dana DiNuzzo Dana DiNuzzo Greater Boston Area Details
Dana DiNuzzo's Wellington Management Company, LLP Experience 2006 - Present
Job
Industry Financial Services
Experience
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)

Greg Luz Greg Luz Huntington Beach, California Details
Greg Luz's Wellington Management Company, LLP Experience May 2008 - August 2008
Job Sr. Financial Analyst at Nitro Circus
Industry Entertainment
Experience
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

Beth Angela Berg Beth Angela Berg Greater Chicago Area Details
Beth Angela Berg's Wellington Management Company, LLP Experience 2008 - 2008
Job Project Manager/Business Analyst
Industry Biotechnology
Experience
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)

Alex Lundgren Alex Lundgren South Portland, Maine Details
Alex Lundgren's Wellington Management Company, LLP Experience July 2008 - January 2009
Job Staff Accountant at CIEE
Industry Education Management
Experience
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

Kathleen Sweeney Kathleen Sweeney Greater Boston Area Details
Kathleen Sweeney's Wellington Management Company, LLP Experience June 2002 - March 2006
Job Staff Trainer
Industry Financial Services
Experience
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

Trevor Williams Trevor Williams Greater Philadelphia Area Details
Trevor Williams's Wellington Management Company, LLP Experience September 1997 - February 2000
Job Managing Director, Portfolio Manager at Penn Mutual Asset Management
Industry Investment Management
Experience
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

Perry Traquina Perry Traquina Greater Boston Area Details
Perry Traquina's Wellington Management Company, LLP Experience 1980 - 2014
Job Director at Morgan Stanley
Industry Investment Management
Experience
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

Kristen Deftos Kristen Deftos Greater Boston Area Details
Kristen Deftos's Wellington Management Company, LLP Experience February 2000 - April 2012
Job Vice President of Human Resources at Bain Capital
Industry Venture Capital & Private Equity
Experience
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

Jennifer (Ugalde) Skog Jennifer (Ugalde) Skog San Francisco Bay Area Details
Jennifer (Ugalde) Skog's Wellington Management Company, LLP Experience August 2003 - August 2006
Job L&D Specialist
Industry Motion Pictures and Film
Experience
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;

Jessica Upchurch Jessica Upchurch Greater Atlanta Area Details
Jessica Upchurch's Wellington Management Company, LLP Experience October 2006 - July 2008
Job TechSavvy Project Manager
Industry Market Research
Experience
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

Tina Raymond Tina Raymond Greater Boston Area Details
Tina Raymond's Wellington Management Company, LLP Experience August 2007 - March 2012
Job Compliance Professional
Industry Financial Services
Experience
Charles River Development  July 2014 - Present
Pioneer Investments  June 2013 - July 2014
MFS Investment Management  March 2012 - May 2013
Wellington Management Company, LLP   August 2007 - March 2012
Wellington Management Company  July 2003 - August 2007
Wellington Management  December 1997 - July 2003
State Street  June 1997 - December 1997
State Street  June 1995 - June 1997

Skills
Risk Management, Asset Managment, Portfolio Management, Investment Management, Investments, Securities, Equities, Fixed Income, Derivatives, Asset Allocation, Hedge Funds, Bloomberg, Financial Services, Trading Systems, Private Equity, Asset Management, Mutual Funds, Financial Risk, Alternative Investments, Capital Markets

Education
Bentley College - Elkin B. McCallum Graduate School of Business   1996 — 2000
Master of Science in Finance, Finance, General

Stonehill College   1991 — 1995
Bachelor of Science in Business Administration, Finance, Economics, Computer Information Systems

Garry Boyce Garry Boyce Greater Boston Area Details
Garry Boyce's Wellington Management Company, LLP Experience 2000 - 2003
Job Senior Java Engineer/Architect at Cramer
Industry Computer Software
Experience
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

Brian Hall Guck Brian Hall Guck Boston, Massachusetts Details
Brian Hall Guck's Wellington Management Company, LLP Experience April 1989 - December 2011
Job President, Guck International LLC
Industry Financial Services
Experience
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

Eric Kleppe, CFA, CAIA Eric Kleppe, CFA, CAIA Greater Philadelphia Area Details
Eric Kleppe, CFA, CAIA's Wellington Management Company, LLP Experience 1996 - 1998
Job Investment Professional looking for next opportunity
Industry Investment Management
Experience
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

Wendy Huntington Wendy Huntington Barnstable/Yarmouth, Massachusetts Area Details
Wendy Huntington's Wellington Management Company, LLP Experience 1997 - 2000
Job Center Administrator, Computer and Information Systems at Woods Hole Oceanographic Institution
Industry Education Management
Experience
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

Stephanie Gove Ehmann Stephanie Gove Ehmann Boston, Massachusetts Details
Stephanie Gove Ehmann's Wellington Management Company, LLP Experience January 2005 - June 2005
Job Senior Business Analyst at Boston Beer Company
Industry Food & Beverages
Experience
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

William Lazdowski William Lazdowski Greater Boston Area Details
William Lazdowski's Wellington Management Company, LLP Experience July 2012 - October 2013
Job Performance Specialist and Systems Analyst at PanAgora Asset Management
Industry Financial Services
Experience
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

Bob Deresiewicz Bob Deresiewicz Greater Boston Area Details
Bob Deresiewicz's Wellington Management Company, LLP Experience 2000 - Present
Job Senior Managing Director and Partner, Wellington Management Company, LLP
Industry Investment Management
Experience
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

Brian Gagne Brian Gagne Greater Boston Area Details
Brian Gagne's Wellington Management Company, LLP Experience November 1999 - December 2011
Job Business System Architect at MFS Investment Management
Industry Investment Management
Experience
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

Bayo Alege Bayo Alege Greater Boston Area Details
Bayo Alege's Wellington Management Company, LLP Experience April 2007 - Present
Job AVP Middleware Support at Wellington Management Company, LLP
Industry Financial Services
Experience
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

Lisa Brierley, MAIOP Lisa Brierley, MAIOP Greater Boston Area Details
Lisa Brierley, MAIOP's Wellington Management Company, LLP Experience November 2006 - August 2009
Job Program Manager, Talent Management at adidas group
Industry Human Resources
Experience
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

Thomas Atwood, CFA Thomas Atwood, CFA Greater Boston Area Details
Thomas Atwood, CFA's Wellington Management Company, LLP Experience July 1998 - December 2004
Job Director, Process Engineering and Program Management at Ingenico Group
Industry Information Technology and Services
Experience
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

Anna Fravel Anna Fravel Greater Boston Area Details
Anna Fravel's Wellington Management Company, LLP Experience June 2007 - December 2008
Job Senior Associate Director of Gift Planning at Northeastern University
Industry Fund-Raising
Experience
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

Chris Valcourt Chris Valcourt Greater Boston Area Details
Chris Valcourt's Wellington Management Company, LLP Experience December 1999 - February 2007
Job Director Software Engineering at Curriculum Associates
Industry Computer Software
Experience
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

Matthew Ullman Matthew Ullman Greater Boston Area Details
Matthew Ullman's Wellington Management Company, LLP Experience May 2000 - Present
Job
Industry Investment Management
Experience
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

Regina Lau Regina Lau Greater New York City Area Details
Regina Lau's Wellington Management Company, LLP Experience 1999 - 2003
Job
Industry Financial Services
Experience
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

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

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

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

Babson College   1989 — 1993
BS

Erik Tumasz Erik Tumasz Greater Boston Area Details
Erik Tumasz's Wellington Management Company, LLP Experience February 2006 - Present
Job Managing Director, Fixed Income Trading Technology, Wellington Management Company, LLP
Industry Investment Management
Experience
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

Mary Fran Pincher Mary Fran Pincher Greater Boston Area Details
Mary Fran Pincher's Wellington Management Company, LLP Experience May 2004 - Present
Job Vice President at Wellington Management Company, LLP
Industry Investment Management
Experience
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

Catherine Bush Catherine Bush United States Details
Catherine Bush's Wellington Management Company, LLP Experience June 2008 - August 2008
Job
Industry Investment Management
Experience
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

Catherine Miu Catherine Miu Greater Boston Area Details
Catherine Miu's Wellington Management Company, LLP Experience January 2001 - June 2001
Job
Industry Financial Services
Experience
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

Joe Jerista Joe Jerista Greater Boston Area Details
Joe Jerista's Wellington Management Company, LLP Experience March 2004 - February 2007
Job Middleware Engineer at Boston College
Industry Information Technology and Services
Experience
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

Jessica Musumarra Jessica Musumarra Methuen, Massachusetts Details
Jessica Musumarra's Wellington Management Company, LLP Experience May 1997 - May 1998
Job Director of Human Resources at Concentric Energy Advisors
Industry Management Consulting
Experience
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

Sarah E. (Gilfillan) O'Toole, CFA Sarah E. (Gilfillan) O'Toole, CFA Greater Boston Area Details
Sarah E. (Gilfillan) O'Toole, CFA's Wellington Management Company, LLP Experience March 2004 - May 2013
Job Institutional Portfolio Manager at Fidelity Investments
Industry Investment Management
Experience
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

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

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

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

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

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

Robert Dynan, CFA Robert Dynan, CFA Greater Boston Area Details
Robert Dynan, CFA's Wellington Management Company, LLP Experience February 1997 - Present
Job Vice President at Wellington Management Company, LLP
Industry Investment Management
Experience
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

Jackie Lemaitre Jackie Lemaitre Greater Boston Area Details
Jackie Lemaitre's Wellington Management Company, LLP Experience June 2004 - July 2007
Job Marketing Manager at QIAGEN
Industry Medical Devices
Experience
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

Bhagirath Vora Bhagirath Vora Greater Boston Area Details
Bhagirath Vora's Wellington Management Company, LLP Experience July 2004 - Present
Job Managing Director, Investment Systems
Industry Financial Services
Experience
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

Betsy Kehoe Betsy Kehoe Greater Boston Area Details
Betsy Kehoe's Wellington Management Company, LLP Experience June 2004 - June 2010
Job Business Analysis | Web I CRM | Reporting | Training | Support
Industry Financial Services
Experience
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

David Gamache David Gamache Greater Boston Area Details
David Gamache's Wellington Management Company, LLP Experience July 1996 - Present
Job Senior Database Administrator at Wellington Management Company, LLP
Industry Financial Services
Experience
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

Jean Lynch Jean Lynch Greater Boston Area Details
Jean Lynch's Wellington Management Company, LLP Experience February 1998 - April 2007
Job Paralegal at GMO
Industry Financial Services
Experience
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

Brian Matthews Brian Matthews Greater Boston Area Details
Brian Matthews's Wellington Management Company, LLP Experience November 2002 - January 2006
Job Director of Research Operations at Prime, Buchholz and Associates
Industry Investment Management
Experience
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

Janis Belmonte Janis Belmonte Greater Boston Area Details
Janis Belmonte's Wellington Management Company, LLP Experience January 2007 - December 2008
Job Director of Finance at Greater Lawrence Family Health Center
Industry Hospital & Health Care
Experience
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

Maria McSheffrey Maria McSheffrey Greater Boston Area Details
Maria McSheffrey's Wellington Management Company, LLP Experience January 2009 - April 2010
Job Financial Services Professional
Industry Financial Services
Experience
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

Geoffrey LeMieux Geoffrey LeMieux Greater Boston Area Details
Geoffrey LeMieux's Wellington Management Company, LLP Experience August 1999 - September 2007
Job Managing Director at FLAG Capital Management, LLC
Industry Investment Management
Experience
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

Katie Fitch (Shimp) Katie Fitch (Shimp) Greater Philadelphia Area Details
Katie Fitch (Shimp)'s Wellington Management Company, LLP Experience April 2002 - June 2008
Job Marketing Professional
Industry Marketing and Advertising
Experience
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

Denise Yu Denise Yu Greater Boston Area Details
Denise Yu's Wellington Management Company, LLP Experience September 2006 - September 2014
Job VP Manager, OSD Valuations at JPMorgan Chase & Co.
Industry Investment Management
Experience
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

Elizabeth Tully Elizabeth Tully Boston, Massachusetts Details
Elizabeth Tully's Wellington Management Company, LLP Experience June 2000 - Present
Job Vice President at Wellington Management Company, LLP
Industry Investment Management
Experience
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

Meredith Marr Meredith Marr Greater New York City Area Details
Meredith Marr's Wellington Management Company, LLP Experience 2003 - 2005
Job Administrative Assistant
Industry Financial Services
Experience
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

Kathryn Mikkelsen Kathryn Mikkelsen Boston, Massachusetts Details
Kathryn Mikkelsen's Wellington Management Company, LLP Experience 2006 - 2008
Job Project Manager at Brigham and Women's Hospital
Industry Hospital & Health Care
Experience
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

Krystal Gaboury Krystal Gaboury San Francisco, California Details
Krystal Gaboury's Wellington Management Company, LLP Experience January 2012 - October 2013
Job Principal at CamberView Partners, LLC
Industry Investment Management
Experience
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

Christine Chandler Christine Chandler Greater Boston Area Details
Christine Chandler's Wellington Management Company, LLP Experience June 2001 - January 2007
Job Regulatory Analyst at Wellington Management
Industry Investment Management
Experience
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

Peter Blain, CFA Peter Blain, CFA Greater Boston Area Details
Peter Blain, CFA's Wellington Management Company, LLP Experience July 2007 - Present
Job Research Associate at Wellington Management Company, LLP
Industry Investment Management
Experience
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

William Boziuk William Boziuk Greater Boston Area Details
William Boziuk's Wellington Management Company, LLP Experience July 2004 - August 2006
Job Director, Auto Tactical Research at Liberty Mutual Insurance
Industry Insurance
Experience
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

Lisa Lee, CFA Lisa Lee, CFA Greater Boston Area Details
Lisa Lee, CFA's Wellington Management Company, LLP Experience January 2008 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Wellington Management Company, LLP   January 2008 - Present
Wellington Management  2008 - 2009
Wellington Management Company  1999 - 2004

Education
Bentley University   1984 — 1988

Ramon L. Castillo Ramon L. Castillo Miami, Florida Details
Ramon L. Castillo's Wellington Management Company, LLP Experience June 2008 - December 2008
Job Owner/Operator
Industry Restaurants
Experience
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

Alexa Hammes Alexa Hammes Greater Boston Area Details
Alexa Hammes's Wellington Management Company, LLP Experience June 2006 - January 2008
Job HR Administrator @ Acceleron Pharma
Industry Human Resources
Experience
Acceleron Pharma  January 2008 - Present
Wellington Management Company, LLP   June 2006 - January 2008

Education
Stonehill College

Jennifer Kluge Jennifer Kluge Bethesda, Maryland Details
Jennifer Kluge's Wellington Management Company, LLP Experience April 2004 - December 2004
Job Chief of Staff at Georgetown University Medical Center
Industry Fund-Raising
Experience
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

Jesse Cabarrus Jesse Cabarrus Greater Boston Area Details
Jesse Cabarrus's Wellington Management Company, LLP Experience February 2005 - Present
Job Assistant Vice President Wellington Management
Industry Financial Services
Experience
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

Sue (Butkus) Pike, CFA, CIPM Sue (Butkus) Pike, CFA, CIPM Greater Boston Area Details
Sue (Butkus) Pike, CFA, CIPM's Wellington Management Company, LLP Experience March 2000 - Present
Job Vice President and Business Manager, Asset Allocation Product Management at Wellington Management Company
Industry Investment Management
Experience
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

Jennifer Forrest Jennifer Forrest San Francisco Bay Area Details
Jennifer Forrest's Wellington Management Company, LLP Experience May 2010 - December 2010
Job Client Services Director at Three Bell Capital
Industry Financial Services
Experience
Three Bell Capital   July 2013 - Present
Wellington Management Company, LLP   May 2010 - December 2010
Wellington Management Company  January 2006 - May 2010
Wellington Management  March 2004 - January 2006
BancBoston Capital (Fleet Bank)   February 2003 - March 2004

Skills
Fixed Income, Equities, Asset Management, Financial Modeling

Education
Brigham Young University   1999 — 2002
BA, Communications - Marketing

Michael F. Conley Michael F. Conley Greater Boston Area Details
Michael F. Conley's Wellington Management Company, LLP Experience December 2004 - Present
Job QA Business Analyst at Wellington Management Company, LLP
Industry Financial Services
Experience
Wellington Management Company, LLP   December 2004 - Present
Putnam Investments  May 1999 - November 2004

Education
Stonehill College   1980 — 1984

Boston College High School   1976 — 1980

Judy Frodigh Judy Frodigh Greater Boston Area Details
Judy Frodigh's Wellington Management Company, LLP Experience 1994 - 2000
Job Managing DirectorHuntsman Gay Global Capital
Industry Investment Management
Experience
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

Diane Nielsen Diane Nielsen Greater Boston Area Details
Diane Nielsen's Wellington Management Company, LLP Experience August 2009 - August 2010
Job Senior Consulting Project Manager at Dell Inc.
Industry Information Technology and Services
Experience
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

Laurie Russell Laurie Russell Greater Boston Area Details
Laurie Russell's Wellington Management Company, LLP Experience February 2007 - February 2011
Job *
Industry Legal Services
Experience
Wellington Management Company, LLP   February 2007 - February 2011
Columbia Management  1997 - 2006
scudder  1997 - 2006

Education
National University   1991 — 1993

Bob Weierman Bob Weierman Greater Boston Area Details
Bob Weierman's Wellington Management Company, LLP Experience 2004 - Present
Job AVP, Client Operations Analyst at Wellington Management Company, LLP
Industry Investment Management
Experience
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

Brian Crovo Brian Crovo Greater Boston Area Details
Brian Crovo's Wellington Management Company, LLP Experience November 2001 - Present
Job Vice President at Wellington Management Company, LLP
Industry Investment Management
Experience
Wellington Management Company, LLP   November 2001 - Present

Education
Bowdoin College

Shanna Rossi Shanna Rossi Greater Boston Area Details
Shanna Rossi's Wellington Management Company, LLP Experience March 2006 - July 2010
Job Vice President Global Benefits Manager at Wellington Management
Industry Financial Services
Experience
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

Liz Benson Tahaney Liz Benson Tahaney Greater Boston Area Details
Liz Benson Tahaney's Wellington Management Company, LLP Experience 1999 - 2002
Job teacher at Milton High School
Industry Education Management
Experience
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

Caitlin Hurley Caitlin Hurley Greater Boston Area Details
Caitlin Hurley's Wellington Management Company, LLP Experience May 2007 - Present
Job Consultant Relations Manager at Wellington Management Company, LLP
Industry Investment Management
Experience
Wellington Management Company, LLP   May 2007 - Present

Education
Boston College   1995 — 1999
BA

Qi Liu, CFA Qi Liu, CFA Greater San Diego Area Details
Qi Liu, CFA's Wellington Management Company, LLP Experience July 2007 - December 2008
Job Senior Associate (Private Equity)
Industry Investment Management
Experience
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

Sathishkumar Balasubramanian Sathishkumar Balasubramanian Boston, Massachusetts Details
Sathishkumar Balasubramanian's Wellington Management Company, LLP Experience 2003 - 2009
Job Practice Director, Wipro Analytics Analytics & Big Data, Wipro Technologies
Industry Information Services
Experience
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

Tim Weiss Tim Weiss Greater Philadelphia Area Details
Tim Weiss's Wellington Management Company, LLP Experience 2003 - 2005
Job Senior Application Developer at QVC
Industry Retail
Experience
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

Patrick McPherson Patrick McPherson Boston, Massachusetts Details
Patrick McPherson's Wellington Management Company, LLP Experience December 2001 - Present
Job Vice President Fixed Income Portfolio Analyst at Wellington Management Company, LLP
Industry Financial Services
Experience
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

James Trait James Trait Greater Boston Area Details
James Trait's Wellington Management Company, LLP Experience November 2009 - December 2012
Job Corporate Actions Senior Business Analyst
Industry Financial Services
Experience
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

Lori Campana Lori Campana Greater Boston Area Details
Lori Campana's Wellington Management Company, LLP Experience 1996 - 2000
Job Managing Director at Monument Group
Industry Financial Services
Experience
Monument Group  2003 - Present
Wellington Management Company, LLP   1996 - 2000
AEW Capital Management  1987 - 1996

Education
Boston College

Vivian Meng Vivian Meng Dedham, Massachusetts Details
Vivian Meng's Wellington Management Company, LLP Experience May 1999 - March 2001
Job Controller at David Raftery Inc.
Industry Real Estate
Experience
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

Stephen Beaulieu Stephen Beaulieu Greater Boston Area Details
Stephen Beaulieu's Wellington Management Company, LLP Experience March 2007 - January 2010
Job Senior Analyst 1 at DALBAR, Inc.
Industry Research
Experience
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

Angela Papadopoulos Angela Papadopoulos Greater Boston Area Details
Angela Papadopoulos's Wellington Management Company, LLP Experience 1987 - 2008
Job Investment Management Professional
Industry Financial Services
Experience
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

Silvestre Fontes Silvestre Fontes Greater Boston Area Details
Silvestre Fontes's Wellington Management Company, LLP Experience December 2013 - Present
Job Vice President at Wellington Management Company, LLP
Industry Financial Services
Experience
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

Daniel Paredes Daniel Paredes Greater Boston Area Details
Daniel Paredes's Wellington Management Company, LLP Experience October 2007 - Present
Job Trade Operations Analyst at Wellington Management
Industry Investment Management
Experience
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

Ryan Ciampa Ryan Ciampa Greater Boston Area Details
Ryan Ciampa's Wellington Management Company, LLP Experience 2004 - February 2008
Job Senior Relationship Manager/Institutional Sales at State Street Global Advisors
Industry Investment Management
Experience
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

Mario Abularach Mario Abularach Greater Boston Area Details
Mario Abularach's Wellington Management Company, LLP Experience 2001 - Present
Job Partner at Wellington Management Company, LLP
Industry Financial Services
Experience
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

Katherine Georgeopoulos Katherine Georgeopoulos Boston, Massachusetts Details
Katherine Georgeopoulos's Wellington Management Company, LLP Experience December 2007 - Present
Job Vice President, Global Travel Manager
Industry Investment Management
Experience
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

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