Top Financial Services in Greater Boston Area
Ana Ines Brown, MSCHE, PMP
Senior Project Manager - Advisor
Greater Boston Area
Senior Project Manager - Advisor
Engagement Manager, Senior Manager, & People Manager, SAP Practice
Managing Consultant, Financial Services
SAP Global Lead, Corporate Agent
Principal Business Analyst & SAP Managing Consultant Lead
Project Manager, Principal Application Engineer, Senior SAP Specialist III
Principal Engineer - Project Manager, Senior Application Engineer – Foxboro, MA
Senior Application Engineer
Universidad de Buenos Aires
Brown University
Project Management Institute
Soft Tech - Product Center
SAP Americas
SAP Americas & SAP Canada
Recommendations: 16
ERP
Solution Architecture
SAP R/3
SAP
Project Management
Integration
Product Lifecycle Management
Program Management
a****[email protected]
Mark Moses
Sales Manager, North America & Latin America
Greater Boston Area
Sales Manager, North America & Latin America
Northeast Regional Sales Representative
Regional Sales Director, Financial Services
Enterprise Sales
Senior Strategic Account Executive
Senior Strategic Account Executive
Corporate Account Executive
National Account Manager - MediaWorks
Enterprise Account Executive
Associate Member
National Sales Leader, Mid-Market
University of Massachusetts at Amherst - Isenberg School of Management
Providence College
Recommendations: 16
Salesforce.com
Lead Management
Lead Generation
Sales Process
Sales
Business Planning
SaaS
Selling
m****[email protected]
Dan Sylvester
Sr. Enterprise Account Executive - Adobe Campaign
Greater Boston Area
Sr. Enterprise Account Executive - Adobe Campaign
Sales Manager
Regional Sales Manager
Sales Manager - Financial Services
Sales Manager - Northeast Region
Senior Account Executive
Senior Account Executive
Senior Account Executive
Senior Account Executive
Senior Account Executive
Various Positions
Tulane University - A.B. Freeman School of Business
Montachusett Vocational Technical School
Other Sales Training
Recommendations: 15
Solution Selling
Enterprise Software
SaaS
Software Sales
Call Center
Knowledge Management
Voice of the Customer
Social Media
d****[email protected]
d****[email protected]
D. Bonnie Welch
Director of Individual Giving
Greater Boston Area
Director of Individual Giving
Consultant
COO
Dir of Development
Chief Development Officer
Account Director - USA Various Locations
Director of Development
Chairperson/Consultant
Director of Development
Administrator/Consultant
Board Member/ Consultant
Consultant
Communications Officer/ Consultant
Senior Manager
Vice President of Affiliate Operations - Provident Health Services
Director of Strategic Planning and Program Development - Memorial Medical Center
Director of Patient Financial Services
The University of Chicago
Georgia Southern University
Georgia Southern University
Recommendations: 14
Fundraising
Strategic Planning
New Business Development
Board Relations
Crisis Communications
Plannning
Press Releases
Direct Marketing
b****[email protected]
Mike Baier
Company Name
Takeda
Greater Boston Area
Company Name
Takeda
Sr Analyst, Third Party Risk
Company Name
Discover Financial Services
Sr Technical Analyst - Global IT
Sr Analyst, Third Party Risk
University of Phoenix
Recommendations: 12
m****[email protected]
Tim Slechta
Senior Financial Analyst
Greater Boston Area
Senior Financial Analyst
Captain
Assistant Director of Operations
Consultant - Air University Think Tank
Budget Officer
Financial Services Manager
University of Colorado Denver
University of Colorado Boulder
The Citadel
Squadron Officer School
Basic Financial Management Officer Course
Recommendations: 11
t****[email protected]
t****[email protected]
Todd Randolph
marketing and new media strategy/execution
Greater Boston Area
marketing and new media strategy/execution
Director of Marketing
Director of Development Operations
Marketing Manager - Financial Services
Social Enterprise Entrepreneur
VP, Account Director - Online Marketing
Database Marketing Consultant
Senior Analyst/business Manager
Columbia Business School
Salisbury School
Salisbury school
University of Virginia
University of Virginia
Recommendations: 10
Marketing Strategy
Marketing Communications
Online Marketing
Integrated Marketing
Social Media Marketing
Social Media
Marketing
Non-profits
b****[email protected]
Paul Cashman
Creator/Founder
Greater Boston Area
Creator/Founder
Board Member
Senior VP
Director, Financial Services
Director of Product Management
Director of Product Management
Product Manager
Director of Electronic Banking R&D
Partner
Principal SW Engr/SW Engr Manager
Systems Analyst
Systems Analyst
University of California, Berkeley
Cornell University
Recommendations: 9
Product Development
Cross-functional Team Leadership
Manufacturing
Healthcare
Product Management
Strategic Planning
Software Development
Competitive Analysis
p****[email protected]
Rich Bolstridge
Chief Strategist, Financial Services
Greater Boston Area
Chief Strategist, Financial Services
Director, Competitive Technology Analysis
Founder & President
(various roles and titles)
Engineer
Babson College
Worcester Polytechnic Institute
Recommendations: 9
Cloud Computing
Product Management
Enterprise Software
SaaS
Analytics
Strategic Partnerships
Strategy
Start-ups
r****[email protected]
Chris Scarfo
Sr Major Account Executive, GoTo Services Division
Greater Boston Area
Sr Major Account Executive, GoTo Services Division
Unified Cloud Communications Sales - Account Executive
Enterprise Account Sales
Enterprise Account Executive
Enterprise Account Executive - Financial Services
National Account Sales
Boston University
Recommendations: 8
B2B
Project Management
Applicant Tracking Systems
Market Penetration
CRM
Entrepreneurship
Resellers
Salesforce.com
c****[email protected]
Dana Judge
Senior Director, Global Brand Marketing
Greater Boston Area
Senior Director, Global Brand Marketing
Senior Director, Global Brand Alignment
Senior Director, Digital Marketing, Americas Region
Director, Corporate Affairs & PR, Americas Region
Director, Global Marketing, HP Financial Services
Director, Marketing Communications
Director, Corporate Communications
Vice President, Marketing Communications
Marketing Officer
Boston University
Recommendations: 8
Strategy
Marketing Communications
Digital Marketing
Marketing
Management
Strategic Communications
Corporate Communications
Marketing Strategy
d****[email protected]
Peter von Burchard
Director of Business Development
Greater Boston Area
Director of Business Development
Business Development
Financial Services Account Manager
Account Manager
Information Technology Recruiter
Bronxville High School
Western University
Recommendations: 8
Business Development
Cloud Computing
SaaS
Technical Recruiting
Account Management
Sales
Enterprise Software
Networking
p****[email protected]
Adi Bachar-Reske
Product Marketing Consultant
Greater Boston Area
Product Marketing Consultant
Sr. Product Marketing Manager
Head of Marketing
VP Marketing, Sales Ops and Inside Sales
Sr. Product Marketing Manager, Wholesale Banking
Head of Marketing Communications & Investor Relations
Industry Marketing Director, Financial Services
Tel Aviv University
Recommendations: 7
Product Marketing
Go-to-market Strategy
Positioning
Product Launch
Thought Leadership
Business Development
Marketing Strategy
Financial Services
a****[email protected]
Gregory Peter
Managing Director
Greater Boston Area
Managing Director
Principal
Advisor
Advisor
Advisor
Advisor
SVP, Business and Corporate Development
Associate Program
Associate, Acquisitions
Manager
Consultant, Information Technology and Financial Services
University of Oxford - Said Business School
University of Massachusetts, Amherst
Longmeadow High School
Recommendations: 7
Capital Raising
Entrepreneurship
Strategy
Start-ups
Business Development
Business Strategy
New Business Development
Financial Modeling
g****[email protected]
Jayanthi Ganapathy
Audit senior
Greater Boston Area
Audit senior
Manager, Accounting Operations
Corporate Accountant
Financial Accountant
Assistant Manager Financial Services
Founder & CEO
The Institute of Chartered Accountants of India
University of Madras
Institute of Cost Accountants of India
Recommendations: 6
Financial Reporting
Financial Audits
Accounting
Internal Controls
Sarbanes-Oxley Act
Managerial Finance
Forecasting
General Ledger
j****[email protected]
j*****@finaccurate.com
Leslie Lazarus
Managing Consultant ( Executive Recruiter), Finance & Accounting / Financial Services
Greater Boston Area
Managing Consultant ( Executive Recruiter), Finance & Accounting / Financial Services
Executive Recruiter
Senior Recruiter
University of Vermont
Recommendations: 6
Recruiting
Human Resources
Talent Acquisition
Business Development
Leadership
Finance
Marketing
l****[email protected]
Prasanna MBA
Tax Partner
Greater Boston Area
Tax Partner
FSO Senior Tax Manager
Senior Tax Manager
Financial Services Tax Manager
Accounting Manager
Clark University
University of Mumbai
Recommendations: 6
Accounting
Auditing
Financial Reporting
Tax
Internal Audit
Finance
CPA
Investments
p****[email protected]
Erik Olsen
Principal Solutions Engineer
Greater Boston Area
Principal Solutions Engineer
Sr. Solutions Consultant - Financial Services
BPG Solutions Manager
Director, Sales Engineering - East and Federal
Sales Engineer
District Sales Manager
Senior Sales Engineer
Senior Sales Engineer
Sales Engineer
Webmaster
Worcester Polytechnic Institute
Wheaton College
Recommendations: 6
Business Process Management
Enterprise Content Management
Business Process
SaaS
Enterprise Software
Solution Selling
Professional Services
Pre-sales
e****[email protected]
Jeff Lovelace, MBA, SSBB, PMP
Business Management Consulting
Greater Boston Area
Business Management Consulting
Plant Manager
Owner & President
Vice President
Project Mgr
Diverter Buyer
Financial Services
Staff Admin
American University
University of Tennessee
McMinn Central H.S.
Recommendations: 6
Management Faculty - University of Phoenix
Finance Faculty - University of Phoenix
Manufacturing Resource Planning
Project Management
Operations Management
Inventory Management
Financial Analysis
Financial Planning
l****[email protected]
Patrick Gregory, CFA
Portfolio Manager - Equities
Greater Boston Area
Portfolio Manager - Equities
Director, Hughey Center for Financial Services
Director, Graduate Programs in Finance
Analyst
Analyst/Intern
Recommendations: 6
Asset Allocation
Portfolio Management
Valuation
Investment Strategies
Risk Management
Research
Morningstar
Equity Valuation
p****[email protected]
Gabriel Levit, CFI
Regional Asset Protection Manager
Greater Boston Area
Regional Asset Protection Manager
Financial Services Professional
Market Investigations Manager
Regional Loss Prevention Manager
Field Loss Prevention Supervisor
Framingham State University
Recommendations: 6
Internal Investigations
Loss Prevention
Leadership
Organized Retail Crime
Surveillance
Security Management
Team Building
Team Leadership
g****[email protected]
Dave Greenwood
Regional Sales Manager
Greater Boston Area
Regional Sales Manager
Director, Enterprise Sales
Sales Director, Financial Services
Recommendations: 5
Software Sales
SaaS
Marketing Automation
Eloqua
Revenue Performance Management
Increasing Revenues
Email Marketing
Sales Effectiveness
d****[email protected]
Cal Bufalino, MBA, ITIL Expert
Senior ITSM Technical Sales
Greater Boston Area
Senior ITSM Technical Sales
Financial Services CIO Advisory Manager
Senior Tech Sales - Client Technical Professional
WW L2 Customer Support Manager
Tivoli WW L2 Customer Support Team Lead Engineer
Team Leader, Developer/Designer, Tivoli Software Development
UNIVERSITY OF WARWICK – Coventry, United Kingdom; Warwick Business School
UNIVERSITY OF PALERMO – Palermo, Italy
Recommendations: 5
Integration
IT Strategy
Service Management
Netcool
Management
Data Center
Cloud Computing
Strategy
c****[email protected]
Geoff Williamson
Regional Vice President, Sales, Financial Services
Greater Boston Area
Regional Vice President, Sales, Financial Services
Business Unit Executive, IBM Analytics Solutions
Mid-Market & Channels Sales Leader, North Region
North America Business Unit Executive - Master Data Management
Director of Sales
Executive & Leader: Software Sales
Bentley University
HHS
HHS
Recommendations: 5
Start-ups
Software Development
Professional Services
Management
SaaS
Enterprise Software
Sales Management
Solution Selling
g*****@mobiquityinc.com
Juliette Mayers
Board of Directors/Corporator
Greater Boston Area
Board of Directors/Corporator
President and CEO
Board Director, Mass Workforce Investment Board
Executive Director, Multicultural Marketing
Director, Sales Planning and Performance
Health Care Leadership/Finance Development Program Fellow
SVP and Director of WorkLife, Fleet Boston (now BofA)
Vice President Marketing Services, Bank Boston (now BofA)
Executive Director, The Ad Club Foundation
Senior Marketing Manager, Bank of Boston (now BofA)
Leadership Development Program, Retailer Financial Services
Simmons College - Simmons School of Management
Northeastern University
Recommendations: 5
Strategy
Leadership
Leadership Development
Public Speaking
Program Management
Strategic Planning
Marketing Strategy
Marketing
j****[email protected]
Harsha Gurumurthy
Sr Director
Greater Boston Area
Sr Director
Financial Services Analytics Consulting
Director, Business Analysis
Principal Consultant
Senior Consultant
Manager
Project Manager
Indian Institute of Management, Calcutta
National Institute of Technology Karnataka
Recommendations: 5
Business Analysis
Analytics
Business Intelligence
Solution Architecture
Oracle E-Business Suite
Oracle
Enterprise Software
Integration
h****[email protected]
Lee Cooper, CFBS
Millwork Manager
Greater Boston Area
Millwork Manager
Financial Services Professional
Board President
Director Sales and Marketing
Director Field Marketing
Director of Marketing and Product Management
The American College
Syracuse University - Martin J. Whitman School of Management
Worcester Polytechnic Institute
Recommendations: 5
Small Business
Strategic Planning
r****[email protected]
Lacey James
Senior Administrative Assistant - Institutional Sales
Greater Boston Area
Senior Administrative Assistant - Institutional Sales
Executive Assistant
Licensed Agent
Financial Services Representative
New Business Development, B2B Sales Consultant
Sales & Business Development Support - Administrative Assistant
Premier Account Manager
Small Business Owner
Rockstar Intern
Cosmetic Counter Manager
State University of New York at Buffalo
Recommendations: 5
Customer Service
Sales
Public Speaking
Networking
Consulting
Time Management
Small Business
Asset Protection
l****[email protected]
Sherlly Zablonski
SENIOR BUDGET ANALYST- CORPORATE BUDGETING FINANCIAL SERVICES
Greater Boston Area
SENIOR BUDGET ANALYST- CORPORATE BUDGETING FINANCIAL SERVICES
BUDGET ANALYST - Corporate Budgeting Financial Services
PREMIUM FINANCING SPECIALIST and BILLING ANALYST
SENIOR PROPERTY CLAIMS ADJUSTER and CLAIM SET-UP REPRESENTATIVE
OPERATIONS ASSISTANT
FINANCIAL AID ASSISTANT
Harvard University
Newbury College
Recommendations: 5
Analytical Skills
Quantitative Analytics
Windows
Competitive Analysis
Organization
Accruals
Year-end Close
Cost Allocation
m****[email protected]
Bill Doiron
Sr. Account Executive - Financial Services
Greater Boston Area
Sr. Account Executive - Financial Services
Sr. Enterprise Account Executive
Account Executive
Sr. Territory Manager
University of Massachusetts at Lowell
Recommendations: 4
Analytics
Business Intelligence
Credit Risk
Enterprise Risk Management
Basel II
Campaign Management
Customer Intelligence
Operational Risk
b****[email protected]
Prithwi Thakuria
Director – Solutions Delivery
Greater Boston Area
Director – Solutions Delivery
MD, Financial Services Advisory
Partner & Global Practice Leader for Big Data, Analytics and Cognitive
Vice President
Global Head - Digital Enterprise: Analytics, Big Data,AI/ML, Mobility and Digital Marketing
Partner & Global Leader, Services for Data Platforms
Partner, Solutions ; Financial Services
University of Kashmir
Cotton College
Recommendations: 4
Data Warehousing
Business Intelligence
Data Modeling
Big Data
Data Mining
Capital Markets
Mobile Devices
Enterprise Architecture
p****[email protected]
p****[email protected]
Ankita Tyagi
Director, Financial Services
Greater Boston Area
Director, Financial Services
Consultant
Research Analyst
Sr. Research Associate
Research Associate
Business Analyst
Senior Associate
Business Analyst
Research Analyst
Northeastern University
University of Maine
University of Maine
Delhi Public School - R. K. Puram
Recommendations: 4
Analysis
Strategy
Business Planning
Market Research
Leadership
Market Analysis
Competitive Intelligence
Financial Services
a****[email protected]
Amanda McSharry
Operations Manager
Greater Boston Area
Operations Manager
Founder
Associate Director
Social Media Manager
Membership Development
Marketing Manager
Project Manager
Volunteerism Plan Consultant
Financial Services Manager
Accounting Manager
Corps Member
University of New Hampshire - Whittemore School of Business and Economics
Leadership Seacoast
Recommendations: 4
Strategic Planning
Market Research
Marketing
Social Media Marketing
Social Media
Strategy
Leadership
Entrepreneurship
a****[email protected]
Daniel Kim
Senior Business Analyst (Product Consultant)
Greater Boston Area
Senior Business Analyst (Product Consultant)
Business Analyst - Officer
Global Services Operations Manager - Senior Associate
Asset Manager Services - Client Service Associate
Investment Analyst and Co-Portfolio Manager
Financial Services Representative
Member Service Representative
Customer Service Representative
California State University-Long Beach - College of Business Administration
Recommendations: 4
Portfolio Management
Financial Reporting
Trading
Compliance
Client Service
Excel
Business Analysis
Business Strategy
d****[email protected]
d****[email protected]
Dennis Carey, CFA
Solutions Consultant
Greater Boston Area
Solutions Consultant
VP & Assistant Treasurer, Capital Markets
Director of Capital Markets
Manager of Treasury Operations
Manager of Financial Services
Manager of General Accounting
University of Southern Maine
Recommendations: 4
Treasury Management
Treasury
Cash Flow Forecasting
FX Hedging
Forecasting
Hedging
Capital Markets
Financial Analysis
d****[email protected]
Marie-Elena Inacio
Director of Sales- Northeast
Greater Boston Area
Director of Sales- Northeast
Director, Microsoft Power Platform, Financial Services, Healthcare, Government
Senior Solution Specialist Business Applications ERP/CRM/HCM, Professional and Financial Services
Senior Enterprise ERP Specialist, Professional and Financial Services
Regional Sales Director, Account Management
Area Sales Director, Oracle
Regional Sales Manager ERP Financial Services, North America
Regional Sales Manager - CRM/EPM/ERP - Canada
Application Sales Representative
Senior Sales Manager
Account Manager
Sales Executive
Student Services Admissions Assistant
Wentworth Institute of Technology
Winthrop High School
Recommendations: 4
m****[email protected]
m****[email protected]
Mary Beth Gilroy
Portfolio Specialist
Greater Boston Area
Portfolio Specialist
Client Manager
Retirement Solutions
Investment Solutions Representative
Financial Representative
Financial Advisor
Vice President, Director of Operations
Vice President, Database Analysis
Team Leader, Database Analysis
Project Manager
Public Accountant-Auditor
Office Manager
Supervisor, Inpatient Financial Services
Suffolk University
Southern New Hampshire University
Southern New Hampshire University
Recommendations: 4
m****[email protected]
Ted Behr
ADHD Coach and Productivity Specialist
Greater Boston Area
ADHD Coach and Productivity Specialist
Midlife Career Change Specialist
Director, Patient Financial Services
Consultant
Operations and Project Management Consultant
Director, Career Resource Center
Manager, Data Systems
Blair Singer Training Academy
Peak Potentials Seminars
Book Yourself Solid Certification Training
The Coaches Training Institute
The Coaches Training Institute
Antioch University Institute for Open Education
Purdue University
Woodward High School
Recommendations: 4
Coaching
ADHD Coaching
Training
Personal Development
Career Counseling
Leadership
Career Management
Career Development
Jennifer Anderson
Director, Relationship Management
Greater Boston Area
Director, Relationship Management
Director, Global Sales
Industry Principal
Sales Manager: Direct Sales
Sales Manager: Direct Selling & Financial Services
Emmanuel College
Bentley College
Customer Centric Sales Training
Recommendations: 4
Lead Generation
Online Advertising
Email Marketing
SaaS
Account Management
Program Management Skills
Managerial
Direct Sales
Kim Legelis
Vice President of Marketing
Greater Boston Area
Vice President of Marketing
CMO
European Business Manager
International Marketing Manager
Director of North American Field Marketing
Director Industry Solutions- Financial Svcs
Founder & Principal
Vice President of Marketing
Financial Services Marketing Manager
Vice President of Marketing
Carnegie Mellon University
GTE Executive Marketing Program
Recommendations: 3
Sales Enablement
Demand Generation
Marketing Strategy
Marketing Management
Go-to-market Strategy
Analyst Relations
Messaging
Lead Generation
k*****@legelis.com
k****[email protected]
Nate Keliher
Sales Manager
Greater Boston Area
Sales Manager
Sr Strategic Account Executive – Financial Services
Account Director
Account Director
Sales
University of Maine
Griffith University
Recommendations: 3
Cloud Computing
Solution Selling
Target Accounting Selling - TAS
Cisco
Selling
n****[email protected]
n****[email protected]
James Bode
Enterprise Account Executive - Core Tech & Cloud
Greater Boston Area
Enterprise Account Executive - Core Tech & Cloud
Account Executive
Account Manager Financial Services
Financial Services GBU - Sales
University of Colorado Boulder
University of Canterbury
Masconomet Regional HS
Recommendations: 3
Financial Applications
Business Transformation
Sales
Strategy
Business Development
Business Strategy
New Business Development
IT Enabled Business...
j****[email protected]
Andrew DiGiacomo, MBA
Organization and Costs Consultant
Greater Boston Area
Organization and Costs Consultant
Co-Owner
Associate Consultant-Financial Services/Big Data
MBA Student/ Graduate Assistant
Pool Manager, Head Swim Coach
Athletic Department Business Office, Finance and Budgeting
Intern, Patient Financial Services
Bryant University
Florida Atlantic University
Recommendations: 3
PowerPoint
Word
Excel
Outlook
Microsoft Office
Team Management
Microsoft Word
Microsoft Excel
a****[email protected]
Alex Sweetser
Business Development
Greater Boston Area
Business Development
Recruiting Manager - Financial Services
Outside Sales / Business Development
Bryant University
NHTI, Concord's Community College
Recommendations: 3
Leadership
Sales
Strategy
CRM
Marketing
Business Development
Recruiting
Public Speaking
a****[email protected]
Jeff Holmes
Client Engagement Principal, Financial Services
Greater Boston Area
Client Engagement Principal, Financial Services
Managing Director, Financial Services
Sales Director, Financial Services
Natick High School
Roger Williams University
Recommendations: 3
Account Management
CRM
Strategic Partnerships
New Business Development
Strategy
Relationship Management
Sales
Contract Negotiation
j****[email protected]
Ben Koller
Managing Director
Greater Boston Area
Managing Director
CRM Manager
Internet Sales Manager
Financial Services Manager
Internet Sales Consultant
College of the Holy Cross
Archbishop Alter High School
Recommendations: 3
Automotive
Sales
Sales Management
Vehicles
Customer Satisfaction
CRM
Strategy
Leadership
Katerina Muzyro
Premier Relationship Manager
Greater Boston Area
Premier Relationship Manager
Premier Banker
Financial Services Professional
Member
Ibo
University of Hartford
Westfield State University
Recommendations: 3
Life Insurance
Whole Life
Long Term Care Insurance
Fixed Annuities
Estate Planning
Retirement Planning
College Savings Plans
IRAs
k****[email protected]
k****[email protected]
Erica Schulman
National Recruiter
Greater Boston Area
National Recruiter
Varsity Cheerleading Coach
Recruiter
Head Work Study - Student Financial Services
Saint Leo University
Putnam High School
Recommendations: 3
Recruiting
Interviews
Employee Relations
Applicant Tracking...
Leadership
Human Resources
College Recruiting
Management
e****[email protected]
e****[email protected]
Teri Giannetti
Adjunct Professor
Greater Boston Area
Adjunct Professor
Senior Vice President
Strategic Change Leader and Marketing Consultant
SVP; Partner Sales Manager Business Financial Services
Director of Marketing
Financial Representative
Director of Marketing Funjet Vacations
Plymouth State University
University of Wisconsin-Milwaukee
Recommendations: 3
Financial Services
Commercial Banking
Treasury Management
Six Sigma
Change Management
Cross-functional Team Leadership
Cross Selling
Business Process Improvement
t****[email protected]
Kristin Sullivan Kohn
Senior Consultant
Greater Boston Area
Senior Consultant
Senior Consultant, Knowledge Management Group
Senior Technical Services Consultant
Senior Product Manager, Financial Services
QA Lead, Senior Product Trainer
Senior Software QA and Training
Software QA and Training: Traffic and Sales
Emerson College
University of Rhode Island
Toll Gate High
Recommendations: 3
Knowledge Management
Requirements Analysis
Business Analysis
Enterprise Architecture
Product Management
SDLC
Business Intelligence
Social Media
k****[email protected]
Karen F. Walsh
Vice President, Director of Marketing Operations
Greater Boston Area
Vice President, Director of Marketing Operations
Senior Vice President, Chief Operating Officer
Conference Director, Executive Consultant
SVP and General Manager, Personal Financial Services
President and CEO
VP Annuity Distribution Operations
Vice President, National Accounts & Inside Sales
AVP, Distribution Channels
The Securities Industry Institute, Wharton School of the University of Pennsylvania
Harvard University
University of Massachusetts Boston
Recommendations: 3
Mutual Funds
Investments
Sales
Annuity Sales
Relationship Management
Marketing
Series 63
Series 6
Daniel Rivers
Co-Founder, Managing Director
Greater Boston Area
Co-Founder, Managing Director
Vice President
President
Financial Advisor
Vice President, Private Client Financial Advisor
Director of Sales East Region
Sales Director- Consumer Banking & Finance
Regional Director of eBusiness Development & Financial Services
Vice President
Dartmouth College
The Roxbury Latin School
Recommendations: 2
Investments
Asset Management
Securities
Insurance
Wealth Management
Film Finance
Private Equity
Ventuire Capital
d****[email protected]
d****[email protected]
Kate Ardini
John Hancock Financial Services
Greater Boston Area
John Hancock Financial Services
Deloitte
Marketing Manager
MBA Admissions Associate
New York University
Semester at Sea, University for Shipboard Education
Recommendations: 2
Integrated Marketing
Social Media Marketing
Presentation Development
Internet Marketing
Event Planning
Marketing Analytics
Coaching
Lead Generation
a****[email protected]
k****[email protected]
Sreekar Bhaviripudi
Alexa Machine Learning -- Research Science Manager
Greater Boston Area
Alexa Machine Learning -- Research Science Manager
Head, Director of Data Science, Applied Global Services
Senior Associate, Management Consultant, Financial Services
Massachusetts Institute of Technology
Indian Institute of Technology, Bombay
Little Flower Junior High
Recommendations: 2
Business Analytics
Business Development
Corporate Strategy
Due Diligence
Financial Modeling
Product Development
Product Management
Portfolio Management
s****[email protected]
Peter Bearor
Banking and Investments Business Group Director
Greater Boston Area
Banking and Investments Business Group Director
Payments Lead, North America, IBM Cognitive Solutions Group
Software Group, North America Banking and Financial Services
Partner and Practice Leader, Cards and Payments North America
Director
Vice President, Sales
Founder
Founder
Vice President
Global Sales Director
Managing Director, Payments and Services
GPS Global Banking Leader
Northeastern University
F.W. Olin Graduate School of Business
Recommendations: 2
Solution Selling
Payments
Banking
SaaS
Enterprise Software
Business Alliances
Financial Services
IT Strategy
p****[email protected]
Glen Reardon
Head of Industry, Financial Services
Greater Boston Area
Head of Industry, Financial Services
Northeast Sales Director
Director of Advertising Sales
Divisional Sales Manager
Ohio Wesleyan University
Recommendations: 2
Digital Media
Online Advertising
Strategic Partnerships
Integrated Marketing
Advertising
Marketing Strategy
Marketing
Sales
g****[email protected]
Coilin Jones
Operations
Greater Boston Area
Operations
Store Manager
Forwards Coach
Senior Small Business Specialist
Member account manager
Financial Services Representative, Investment Advisor Representative
General Manager
Operations/General Manager
Trainee Management Program
Galway Mayo Institute of Technology (GMIT)
Belvedere College
Recommendations: 2
Coaching
Customer Service
Business Management
Account Management
Recruiting
Sales
Management
CRM
c****[email protected]
Ceceilia Allwein
Portfolio Manager - Cards
Greater Boston Area
Portfolio Manager - Cards
Engagement Manager - Financial Services
Consultant - Brand Strategy
Institutional Advancement Manager
Community Manager
New England Conservatory of Music
Middlebury College
Recommendations: 2
Fundraising
Development...
Public Speaking
Music Theory
Copywriting
Contemporary Music
Arts Administration
Digital Strategy
c****[email protected]
c****[email protected]
Kieu Wong
Sales Executive, North America
Greater Boston Area
Sales Executive, North America
Senior Director, Academic Relations
Senior Account Executive
Senior Publisher's Rep/ Regional Trainer
Agency Team Leader
Entrepreneur
Financial Services Specialist
University of Massachusetts, Amherst
Boston Latin School
Recommendations: 2
Training
Team Leadership
Sales
Higher Education
Teamwork
Academic Publishing
Sales Management
Problem Solving
k****[email protected]
Barry Morin
Manager, Sales Engineering - Financial Services
Greater Boston Area
Manager, Sales Engineering - Financial Services
Senior Solution Design Engineer - Financial Services
Senior Enterpise Systems Engineer
Senior Systems Engineer
Systems Engineer
Systems Engineer
University of Massachusetts Lowell
UNIVERSITY OF MASSACHUSSETTS, LOWELL
Recommendations: 2
b****[email protected]
Beth Lustgarten
Cyber Defense Account Executive - Northeast
Greater Boston Area
Cyber Defense Account Executive - Northeast
Senior Account Executive - Northeast Financial Services
Account Executive - Financial Services
Sales Manager
Project Manager
Systems Engineer
Sales Engineering intern
Tufts University
Bronxville
Recommendations: 2
Systems Engineering
Enterprise Technology Sales
Fitness
Leadership
Italian
Spanish
French
Sports
b****[email protected]
Maurice Anderson
Inside Sales Representative
Greater Boston Area
Inside Sales Representative
Senior Account Executive
Senior Sales Rep
Automotive Sales Consultant
Financial Services Professional
Operations and Sales Manager
University of Massachusetts at Lowell
B.C. High
Recommendations: 2
Marketing
Sales
Customer Service
Advertising
Program Management
Insurance
Retirement
Mutual Funds
e****[email protected]
Jim Eckenrode
Executive Director, Center for Financial Services
Greater Boston Area
Executive Director, Center for Financial Services
Banking Research Executive
Enterprise Product Architect / Executive Lead, Financial Services Strategies
Vice President, Banking and Payments Research
Group Director, Consumer Banking Research
Manager, Consulting Services
Engagement Manager
Senior Consultant
Branch Manager
Branch Manager
Georgetown University - The McDonough School of Business
University of Michigan
Recommendations: 2
Financial Services
Banking
Product Management
Payments
Business Strategy
Management Consulting
Competitive Analysis
Change Management
j****[email protected]
Steve Callahan
Vice President Client Services Workstation-(CSW) (Asia Securities/Derivates Lead &Project Manager)
Greater Boston Area
Vice President Client Services Workstation-(CSW) (Asia Securities/Derivates Lead &Project Manager)
Program Architect - Major US Insurance Provider
Developer
Developer
Executive Director FX Trading & Sales Technology (FXIT) (Hong Kong)
Program Architect Director
Regional Vice President: Enterprise Services Leader
Vice President FX Trading Technology (FXIT) (Front Line Manager)
Senior Director - Advisory Services Lead : Health & Life Sciences
Executive Director
Senior Director - Advisory Services Lead : Financial Services
Client Services Workstation- (CSW) (Project Manager)
Senior Director: CSG Product Management - Sales Cloud
University of Rhode Island
Recommendations: 2
SQL
Credit Derivatives
Derivatives
Electronic Trading
SDLC
Sybase
Java
Data Warehousing
s****[email protected]
s****[email protected]
Michelle McDonough
Underwriting Consultant
Greater Boston Area
Underwriting Consultant
Manager, Account Reporting
Senior Underwriter
Sr. Account Executive
Account Manager
Financial Services Director
Underwriting Consultant
Risk Manager
Senior Underwriter
Underwriter
Framingham State University
Wayland High School
Recommendations: 2
Underwriting
Health Insurance
Insurance
Employee Benefits
Prevention and Wellness
Account Management
National Account Mana
Risk Selection
m****[email protected]
Sandra Mazzola
Financial Services Professional
Greater Boston Area
Financial Services Professional
Agent
Logistic Coordinator
Hesser College
Newton North High School
Watertown Public Schools
Recommendations: 2
Retirement
Retirement Planning
Fixed Annuities
Mutual Funds
Financial Services
Estate Planning
Strategy
401k Rollovers
s****[email protected]
s****[email protected]
Steve Augusta
Finance Manager
Greater Boston Area
Finance Manager
Business Manager
Financial Services
Sales Manager
Sales and Leasing Consultant
Nashoba Regional High School
Recommendations: 2
Team Building
Sales Management
Automotive
Sales
Customer Satisfaction
Vehicles
Dealers
Automobile
s****[email protected]
Michael Zucco
Band Leader
Greater Boston Area
Band Leader
Financial Services Representative
Accounts Receivable Representative
Dispatch Supervisor
University of Massachusetts Boston
University of Massachusetts, Amherst
Recommendations: 2
Sales
Management
Team Building
Performing Arts
Live Sound
Soul
Team Leadership
Promotions
z****[email protected]
Mo Qamarudeen
Financial Services Coordinator
Greater Boston Area
Financial Services Coordinator
Property & Casualty Claims Adjuster
Department Sales and Credit Marketing Manager
Southern New Hampshire University
University of Alabama
University of Alabama
Stafford International School, Colombo 7, SRI LANKA
D.S. Senanayake College, Colombo 7, SRI LANKA
Recommendations: 2
q****[email protected]
Brian M.
Senior Digital Marketing Specialist
Greater Boston Area
Senior Digital Marketing Specialist
Campaign Manager
Co-manager
Industry Marketing Associate - Financial Services
University of Massachusetts at Amherst - Isenberg School of Management
University of Massachusetts at Amherst - Isenberg School of Management
Recommendations: 1
Management
Social Media
Marketing
Market Research
Microsoft Excel
Payroll
Analytics
Case Studies
b****[email protected]
Jay Flynn
Account Executive, Global Financial Services
Greater Boston Area
Account Executive, Global Financial Services
Senior Infrastructure Account Manager, Financial Services
Assistant District Attorney
Victim Witness Advocate
Massachusetts School of Law
Stonehill College
Recommendations: 1
Legal Research
Legal Writing
Westlaw
Public Speaking
Courts
Criminal Law
Research
Nonprofits
j****[email protected]
Clay Booma
Platform Solution Specialist
Greater Boston Area
Platform Solution Specialist
Financial Services
Co-Founder
SVP, Regional Managing Director
Northwestern University - Kellogg School of Management
Dartmouth College
Recommendations: 1
Sales Management
Product Management
International Business
Cloud Computing
Marketing Strategy
c****[email protected]
John Ames
Enterprise Account Manager
Greater Boston Area
Enterprise Account Manager
Account Manager Financial Services
Account Manager
Social Media Marketing
Sales Leader (Management)
Student
Management Trainee
Intranet site developer and Communications
Intern Social Networking and Information Research
SECURITY OFFICER
University of Maine
Bonny Eagle High School
Recommendations: 1
Proficient Computer Skills
Team Leadership
Customer Relations
Marketing
Social Networking
Social Media
Management
Sales
b****[email protected]
Devin Chapman Clark
Financial Services and Reporting Consultant
Greater Boston Area
Financial Services and Reporting Consultant
Insurance and Finance Advisor
Business Development Consultant
Financial Advisor
Financial Operations Analyst
Assistant Store Manager
Drew University
County College of Morris
Recommendations: 1
Investments
Fixed Income
Hedge Funds
Structured Products
Retirement Planning
Business Development
Bonds
Series 7
d****[email protected]
Jean Miller
Program Manager, Financial Services
Greater Boston Area
Program Manager, Financial Services
Recommendations: 1
Process Improvement
CRM
Sales
Relationship Management
Training
Program Management
Marketing
Customer Service
j****[email protected]
Mark Rosa
Vice President, Internal Audit
Greater Boston Area
Vice President, Internal Audit
Chief Information Officer
Chief Audit Executive
Director Financial Services
Internal Audit Manager
Senior Consultant - Enterprise Risk Services
Northeastern University - Graduate School of Business Administration
Stonehill College
Recommendations: 1
Internal Controls
Sarbanes-Oxley Act
Internal Audit
Financial Reporting
Business Process
CISA
Risk Assessment
Auditing
Sanjeev MBA
Chief Technology Officer - Global Financial Services
Greater Boston Area
Chief Technology Officer - Global Financial Services
Managing Director, Cognitive and Data
Managing Director, Enterprise Data Governance and Office of Regulatory Initiatives
Chief Architect, VP & Development Director, State Street Global Markets
Senior Consultant
Senior Associate
Indian Institute of Technology, Delhi
Recommendations: 1
SOA
Enterprise Architecture
SDLC
Software Project Management
Agile Methodologies
Business Analysis
Scrum
Business Intelligence
s****[email protected]
Judy Coughlin
Client Executive
Greater Boston Area
Client Executive
Financial Services and Insurance Sales Director
Financial Services Sales Director
Citigroup Global Account Director
Fairfield University
University of Bath
Recommendations: 1
Leadership
Sales Management
Strategic Planning
Go-to-market Strategy
New Business Development
Financial Services
Enterprise Software
SaaS
j****[email protected]
Tom ai
Global Account Manager
Greater Boston Area
Global Account Manager
Financial Services Industry Specialist
Principal
Managing Director
Director of Transformation
Executive Vice President
New York University - Leonard N. Stern School of Business
Dartmouth College
Ridgewood High School
Recommendations: 1
Strategy
Change Management
Income Statement
Workshop Facilitation
High Performance Teams
Performance Tuning
Coaching
Financial Services
t****[email protected]
Anissa Talty
BUSINESS SYSTEMS ANALYST
Greater Boston Area
BUSINESS SYSTEMS ANALYST
Senior Director, Financial Services
Senior Project Manager
Boston University
Salve Regina University
Recommendations: 0
Agile & Waterfall Methodologies
XML
Microsoft Office
Sitecore
MySQL
MS Project
FogBugz
Wireframes
a****[email protected]
Max Pedró
Senior Engagement Manager
Greater Boston Area
Senior Engagement Manager
Vice-President – Collections Head
Vice President - International Financial Services
Senior Vice President
VP Resident – Director of Financial Planning and Reporting
Vice-President – Head of Underwriting
Co-Founder & President
Senior VP - Head of PMO
Harvard Business School
Universidad del CEMA
Instituto Tecnológico de Buenos Aires
Recommendations: 0
Credit Cards
Payments
Payment Cards
Mobile Payments
Strategy
Risk Management
Portfolio Management
Mergers & Acquisitions
m****[email protected]
Sara Sedgwick Brown
Global Activation Lead, Brand Solutions & Innovation
Greater Boston Area
Global Activation Lead, Brand Solutions & Innovation
Financial Services Marketing & Advertising
Account Director
Account Supervisor, Corporate & Financial Communications, Corporate & Social Responsiblity
Professional Soccer Player
Harvard University
Università degli Studi di Genova
Recommendations: 0
Marketing Strategy
Online Advertising
Sales
Corporate Branding
Personal Branding
Strategic Communications
Thought Leadership
Public Relations
s****[email protected]
s****[email protected]
Robin Pacheco
Senior Systems Analyst
Greater Boston Area
Senior Systems Analyst
Senior Meditech Consultant
Applications Specialist, EDM Implementation Division
Visual Specialist/ Sales associate
Financial Services Professional
Customer Services and Support Specialist
Retail Manager
Johnson & Wales University
Newtown High School
Recommendations: 0
CPOE
Software Documentation
Meditech
EHR
EMR
Management
Training
Leadership
r****[email protected]
Brian Hassett
Vice President - Alternative Investment Solutions - Product Development
Greater Boston Area
Vice President - Alternative Investment Solutions - Product Development
Financial Services Consultant
Chief Operating Officer, Duet EM Macro Fund
Senior Consultant, Advisory Services
Vice President
Vice President
Assistant Vice President - Credit & Equity Derivatives
Senior Analyst – Emerging Markets Global Trading, High Yield and Underwriting
Mutual Fund Accountant
Northeastern University
Recommendations: 0
Trading
Hedge Funds
Equities
Fixed Income
Risk Management
Budgeting
Compliance
Portfolio Management
b****[email protected]
Julie Schieni, PMP
Account Director, Financial Services
Greater Boston Area
Account Director, Financial Services
Senior Managing Director
VP Strategic Accounts & Analyst Relations
Managing Director
Managing Director of the Insurance Practice
Sales
SVP and General Manager of AMS
Rating Project Manager
Underwriter
Boston University
Recommendations: 0
Insurance
Property & Casualty Insurance
Underwriting
General Insurance
Reinsurance
Commercial Insurance
Vendor Management
Process Improvement
j****[email protected]
Deepti Tammareddi
Senior Actuarial Analyst
Greater Boston Area
Senior Actuarial Analyst
Senior Actuarial Analyst
Investment Analyst
Financial Services Graduate
Institute of Actuaries Australia
Macquarie University
The Berlin School of Economics and Law
Recommendations: 0
Financial Modeling
Investments
Valuation
Investment Strategies
Asset Allocation
Actuarial Science
Financial Services
VBA
d****[email protected]
Robert Hughes III
Branch Manager
Greater Boston Area
Branch Manager
Branch Manager II
Financial Specialist
Financial Services Representative
Wentworth Institute of Technology
Recommendations: 0
Financial Services
Banking
Credit
Sales
Loans
Finance
Retail Banking
Financial Analysis
h****[email protected]
Wasif Awan
Senior Manager, Financial Services
Greater Boston Area
Senior Manager, Financial Services
IT Lead
Senior Vice President - Engineering
Director, Engineering
Vice President Ecommerce Engineering
Enterprise Software Architect
SVP Engineering and Development
SVP Engineering and SaaS Operations
Vice President, Engineering
Vice President Engineering
Vice President, Engineering
University of Colorado at Boulder
Arizona State University
Recommendations: 0
SaaS
Agile Methodologies
Enterprise Architecture
Cloud Computing
Enterprise Software
Product Management
SOA
Software Development
w****[email protected]
Yuanfei (Phoebe) Zhao, CPA
Senior Tax Consultant
Greater Boston Area
Senior Tax Consultant
Tax Senior, Financial Services
Tax and Treasury Intern (full-time)
Tax Consultant
Financial Compliance Intern
Tax Intern
Founder and Manager
Marketing Assistant
MCCALLUM GRADUATE SCHOOL OF BUSINESS, BENTLEY UNIVERSITY
Northeastern University (CN)
Recommendations: 0
Tax
Piano
Accounting
Quickbooks
Word
Auditing
Payroll
SOX
y****[email protected]
Alexandra (Allie) Hassara
Research Associate, Global Human Resources and Financial Services
Greater Boston Area
Research Associate, Global Human Resources and Financial Services
Research Associate, Financial Services
Development Intern
Waitress
University of South Carolina-Columbia
Lorenzo de Medici
Concord Carlisle High School
Recommendations: 0
Facebook
Microsoft Word
Writing
Teamwork
Social Media
Editing
Microsoft Office
PowerPoint
a****[email protected]
John Papagni
Operations Specialist
Greater Boston Area
Operations Specialist
Financial Analyst
Customer Experience - Northeast Financial Services
Enterprise Sales Director
Clinical Consultant
Field Account Executive- Healthcare
Regional Sales Manager-EPM
Suffolk University
Saint Anselm College
Suffolk University
Recommendations: 0
SaaS
Solution Selling
New Business Development
Salesforce.com
Business Intelligence
Sales
Account Management
CRM
j****[email protected]
Chris Lynch
Senior Director, Enterprise Sales
Greater Boston Area
Senior Director, Enterprise Sales
Account Executive
Inside Sales
Inside Sales
Enterprise Sales Executive
Operations Specialist
Vice President, Sales, Financial Services
Sr. Vice President, Sales, Financial Services
Account Executive
Bentley University
Recommendations: 0
c****[email protected]
Sumana Banerjee Northover
Real Estate Services
Greater Boston Area
Real Estate Services
Higher Education Services
Video Production Services
Financial Services
Northeastern University
Clark University
Recommendations: 0
Negotiation
Recruiting
Interviewing Skills
Account Management
Customer Service
Coordinating Events
Admissions Counseling
Inside Sales
m****[email protected]
Michael Cattell
Head of Sales Engineering - Financial Services
Greater Boston Area
Head of Sales Engineering - Financial Services
Director, Business Development
VP Asset Management Product Transition
VP Financial Markets
VP Global Hosting Solutions
VP Global Markets Technology
Head of Americas Operations
VP Financial Markets
Systems Engineer
State University of New York College at Oswego
Recommendations: 0
Vendor Management
Product Management
Business Development
Market Data
Leadership
Financial Markets
Contract Negotiation
Low Latency
m****[email protected]
Ketler Bosse'
Financial Services Professional
Greater Boston Area
Financial Services Professional
Financial Services Professional
Rivier College
Newbury College
Recommendations: 0
Asset Protection
Wealth Preservation Planning
Lifetime Income Strategies
Strategic Planning
Retirement Planning
IRA Rollovers
Leadership
Public Speaking
k****[email protected]
Deacon Bob Breen
Director, Finance and Operations
Greater Boston Area
Director, Finance and Operations
Deacon
Permanent Deacon
Catholic Chaplain
Catholic Chaplain (Contractor)
VP, Financial Services
Director, Finance & Administration
VP, Controller
VP, Controller
Controller
General Accounting Manager
School of Theology and Ministry at Boston College
Bentley University
Permanent Diaconate
Recommendations: 0
Forecasting
Leadership
Process Improvement
Strategic Planning
Strategy
Accounting
Budgets
b****[email protected]
Jason Amello
Board of Directors
Greater Boston Area
Board of Directors
Vice President, Strategic Financial Services
Senior Director, Finance, Assistant Corporate Controller
Executive Vice President, Chief Financial Officer and Treasurer
Senior Vice President, Chief Accounting Officer, Corporate Controller
Senior Manager
Chief Financial Officer
Board of Directors
Senior Vice President, Chief Financial Officer and Treasurer
Boston College
Certified Public Accountant - Commonwealth of Massachusetts
Recommendations: 0
a****[email protected]
William Starratt, ARM
Risk Management Associate
Greater Boston Area
Risk Management Associate
Account Specialist
Financial Services Representative-Intern
Group Leader
Temple University - Fox School of Business and Management
Temple University - Fox School of Business and Management
Recommendations: 0
Insurance
Microsoft Office
Microsoft Excel
Property & Casualty...
Risk Management
Life Insurance
PowerPoint
Microsoft Word
w****[email protected]
Jennifer Franco
Vice President, Account Services
Greater Boston Area
Vice President, Account Services
Director, Account Services
Manager, Service Center
Team Leader, Transfer of Assets
Financial Services Assistant
CSR, Commercial Lines and Claims
Bentley Women's Leadership
Recommendations: 0
Leadership Development
Problem Resolution
Indispensability
Customer Service
Community
Series 7
Series 24
Series 63
j****[email protected]
Paul Trotta
Advisory Experienced Associate - Management Consulting
Greater Boston Area
Advisory Experienced Associate - Management Consulting
Advisory Associate - Management Consulting
Assurance Intern
Mail Clerk
Financial Services Intern
University of Massachusetts at Amherst - Isenberg School of Management
Recommendations: 0
p****[email protected]
