Top Senior Managing Directors in Greater Boston Area
Ben Thorndike
Alternative Investments Leader
Greater Boston Area
Alternative Investments Leader
Senior Managing Director- Head of Business Development and Client Services
Partner-Investor Relations
Director, Investor Relations
Associate Partner
Managing Director
Managing Director
Assistant Vice President
Assistant Tennis Professional
Colby College
Milton Academy
Recommendations: 19
Private Equity
Hedge Funds
Relationship Management
Sales
Asset Management
Asset Allocation
Equities
Credit
b****[email protected]
Doug Mehne
Senior Managing Director, Global Sales Management - State Street Global Markets
Greater Boston Area
Senior Managing Director, Global Sales Management - State Street Global Markets
Head of Sales and Marketing
University of Pennsylvania - The Wharton School
The University of Chicago Booth School of Business
Husson University
Recommendations: 11
Financial Services
Market Data
Trading Systems
Strategy
Trading
Electronic Trading
Equities
Financial Markets
d****[email protected]
Bob Cervelli
Senior Strategist
Greater Boston Area
Senior Strategist
Senior Managing Director of Operations
Operations Consulting
Director of Sales and Call Center Optimization
Chief Operating Officer
Vice President of Operations
Executive VP Operations
Recommendations: 11
Call Center
Management Consulting
Start-ups
Business Planning
Outsourcing
Operations Management
Customer Service
Forecasting
b****[email protected]
Shaune Conant
Senior Managing Director
Greater Boston Area
Senior Managing Director
Managing Director
Bentley University
Recommendations: 10
Sarbanes-Oxley Act
Internal Controls
Risk Management
Financial Reporting
Mergers
Mergers & Acquisitions
Internal Audit
Change Management
s****[email protected]
s****[email protected]
Ann Zacarian
Strategic Planning & Fundraising Specialist
Greater Boston Area
Strategic Planning & Fundraising Specialist
CEO, Private Management Consultancy
Acting Chief Strategy Officer
Executive Director
Senior Managing Director, Global
Worldwide Marketing Director
Managing Director, Corporate, Sales & Marketing
Director of Marketing
Director, Corporate Sales and Marketing
Director, Corporate Sales
Corporate Director of Advertising
Tufts University
Tufts University
Recommendations: 6
Market Analysis
Strategy
Strategic Planning
Budgets
Social Media
Lead Generation
Mergers
Market Research
a****[email protected]
Azmi Jafarey
Senior Managing Director, Information Technology
Greater Boston Area
Senior Managing Director, Information Technology
CIO & SVP Technology Architecture
Principal
CIO
VP of Information Technology & Customer Services
University of Massachusetts, Amherst
Recommendations: 4
Enterprise Software
SaaS
Cloud Computing
Project Management
Agile Methodologies
Software Development
IT Operations
Business Analysis
a****[email protected]
Joe Babiec
Partner and Senior Managing Director
Greater Boston Area
Partner and Senior Managing Director
President
Vice President, Knowledge Sharing
Principal
Manager, Foreign Affairs Practice
Co-Founder, Chief Knowledge Officer
Group Partner, Country Competitiveness Practice Leader, Consultant
Massachusetts Institute of Technology
London School of Economics and Political Science
Recommendations: 3
Management Consulting
Strategy
Business Strategy
Program Management
Strategic Planning
Market Entry
Financial Modeling
Analytics
j****[email protected]
Sean Begley
Quality Assurance Analyst
Greater Boston Area
Quality Assurance Analyst
Sales Executive
Vice President, Sales
Vice President, Sales
Director Of Business Development
Business Analyst
Senior Managing Director
Client Service Representative
Vice President, Sales Manager
Vice President, Sales
Kansai Gaidai University
Recommendations: 1
Residential Mortgages
Strategic Partnerships
Analytics
Selling
Strategy
Banking
Lead Generation
Customer Acquisition
s****[email protected]
s****[email protected]
Gil Rodgers
Senior Managing Director and Vice President
Greater Boston Area
Senior Managing Director and Vice President
Senior Fellow, Business Sustainability Institute, College of Business Administration
Senior Vice President and Senior Energy Consultant
Senior Director
Director
Vice President
Harvard University - Extension School
Stanford University
The Ohio State University
Union College
Recommendations: 1
Business Strategy
Energy
Management
Renewable Energy
Strategy
Management Consulting
Mergers & Acquisitions
Business Development
g****[email protected]
Tim Batler
President
Greater Boston Area
President
Senior Managing Director
Executive Director
Vice President
Fordham University - Graduate School of Business Administration
Recommendations: 1
Equities
Debt
Financial Structuring
Valuation
Hedge Funds
t****[email protected]
Michael Lapolla
VP - Product
Greater Boston Area
VP - Product
Senior Managing Director / Group Manager
Senior Managing Director
Managing Director
Vice President and Department Manager
Managing Director
Vice President
Vice President
Vice President
Boston University - School of Management
La Salle Academy
Recommendations: 1
Product Management
Risk Management
Management
Project Management
CRM
Forecasting
Competitive Analysis
Negotiation
r****[email protected]
Nulsen Smith
Vice President
Greater Boston Area
Vice President
Private Investor
Vice President
Vice President
Vice President
Vice President
Senior Managing Director
Vice President
Vice President
University of Vermont
Recommendations: 0
n****[email protected]
Nancy BRICKLEY
Senior DIrector, Wealth Management
Greater Boston Area
Senior DIrector, Wealth Management
Managing Director
Managing Principal
Senior Managing Director
Director, Institutional Sales
Boston University - School of Management
Wellesley College
Recommendations: 0
Asset Management
Asset Managment
Equities
Investment Management
Portfolio Management
Financial Analysis
Wealth Management
Bloomberg
n****[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]
Brad Rinklin
Chief Marketing Officer
Greater Boston Area
Chief Marketing Officer
CMO & SVP - Global Alliance
Vice President of Marketing
Sr. Director of Sales Productivity
General Manager
CMO, Senior Managing Director
Vice President, Global Marketing & Alliances
Baylor University
Recommendations: 0
b****[email protected]
b****[email protected]
Barry Hynes
Executive Managing Director
Greater Boston Area
Executive Managing Director
Executive Managing Director
Senior Managing Director, Principal
Partner
Senior Vice President
Director
Boston College
Milton Academy
Recommendations: 0
Corporate Advisory Services
Tenant Representation
Corporate Advisory
Disposition
Commercial Real Estate
Leases
Negotiation
Real Estate
b****[email protected]
Todd Rassiger
Senior Managing Director, East Coast Business Banking
Greater Boston Area
Senior Managing Director, East Coast Business Banking
Senior Vice President
Vice President, Investment Banking
Analyst
Stanford University Graduate School of Business
Harvard University Kennedy School of Government
Fordham University
Chaminade High School
Recommendations: 0
Credit
Investments
Financial Analysis
Banking
Private Equity
Wealth Management
Strategy
Loans
t****[email protected]
t****[email protected]
S. Dean Sakati
Managing Director - Head of Strategy and Business Development
Greater Boston Area
Managing Director - Head of Strategy and Business Development
Partner
Senior Managing Director, Chief Strategy and Admin Officer, State Street Global Markets
Major- Retired, US Army Reserves
Senior Financial Analyst
Financial Analyst
Boston College - Wallace E. Carroll Graduate School of Management
State University of New York College at Oswego
Recommendations: 0
Investments
Financial Services
Investment Strategies
Mergers
Hedge Funds
Accounting
Financial Analysis
Forecasting
d****[email protected]
Linn Parrish Elmes
Global Director, Responsibility & Philanthropy
Greater Boston Area
Global Director, Responsibility & Philanthropy
Senior Executive, Corporate Social Responsibility and Communications
Vice President, Public Relations
Principal
Senior Vice President, Consumer Health Communications
Senior Managing Director
Vice President, Account Manager
Account Supervisor
St. Lawrence University
The Spence School
Recommendations: 0
Strategic Communications
Media Relations
Public Relations
Social Media
Crisis Communications
Press Releases
Corporate Communications
Marketing Communications
l****[email protected]
Jim Hsu
Senior Managing Director, Americas Leader
Greater Boston Area
Senior Managing Director, Americas Leader
Senior Partner
Associate
Harvard Business School
Princeton University
Recommendations: 0
j*****@parthenon.com
Thomas Bryant
Principal and Head of Financial Markets Group
Greater Boston Area
Principal and Head of Financial Markets Group
Senior Managing Director
Senior Market Maker/Specialist
Specialist Clerk / Market Maker
Boston College
Recommendations: 0
t****[email protected]
Woody Bradford
Operating Partner
Greater Boston Area
Operating Partner
Consultant
Chief Executive Officer and Chair of the Board
Member of the Board of Directors
Senior Managing Director and Head of Corporate Development
Member of the Emeriti Board
Technical Service Chemist
Member of the Board of Trustees
Harvard Business School
Worcester Polytechnic Institute
Edward Little High School
Recommendations: 0
Alternative Investments
Analysis
Asset Allocation
Asset Management
Asset Managment
Board of Directors
Business Development
Business Strategy
Anthony Rochte
Vice President
Greater Boston Area
Vice President
Senior Managing Director, Head of North American Intermediary Business Group
Regional Account Executive
President - Fidelity SelectCo
Head of Fidelity Institutional Investments & Technology Solutions
Indiana University Bloomington
Recommendations: 0
a****[email protected]
Brian Goslin
Chief Information Officer, Optum Financial Services
Greater Boston Area
Chief Information Officer, Optum Financial Services
Senior Managing Director, Infrastructure Services, Process and Compliance, People Initiatives NA
Senior Managing Director, BNYM Integration, Jersey City, NJ
Senior Managing Director, Business Services North America
Senior Managing Director, Development and PMO
University of Minnesota - Carlson School of Management
East Hartford High School
Recommendations: 0
Securities
Strategy
Product Development
Management
Mergers & Acquisitions
Business Strategy
Change Management
Business Analysis
b****[email protected]
Ned Philie
North American Leader - Centers of Expertise and Specialty Practices
Greater Boston Area
North American Leader - Centers of Expertise and Specialty Practices
Practice Leader, Finance and Accounting - North America
Senior Managing Director
Director of Sales
Senior Vice President
University of New Hampshire -- Peter T. Paul College of Business and Economics
Recommendations: 0
n****[email protected]
Marti Kopacz
Senior Managing Director
Greater Boston Area
Senior Managing Director
Dean's Council
Board of Advisors
Dean's Council
Volunteer
Managing Principal
National Managing Principal
Board Member
Managing Director
Senior Managing Director
Principal
Indiana University Bloomington
Indiana University Bloomington
Recommendations: 0
Strategic Planning
Restructuring
Talent Management
Talent Development
Financial Management
M&A experience
Divestitures
Operational Excellence
m****[email protected]
Andy Viles
Senior Managing Director, US General Counsel, Head of Legal and Compliance
Greater Boston Area
Senior Managing Director, US General Counsel, Head of Legal and Compliance
Managing Director, Head of US Mergers & Acquisitions, US General Counsel
US General Counsel
General Counsel
Partner, Corporate Dept
Associate, Corporate Dept
Boston University School of Law
Bates College
Williston-Northampton School
Willy Prep
Recommendations: 0
Venture Capital
Corporate Law
Mergers
Mergers & Acquisitions
Private Equity
Asset Managment
Securities
Due Diligence
a****[email protected]
Gary MacDonald
Executive Vice President
Greater Boston Area
Executive Vice President
Senior Managing Director & Global Head of Marketing
Product/Market Analyst
Independent Consultant
Senior Consulting Principal
Vice President – Investment Management
Bowdoin College
Recommendations: 0
Asset Management
Investments
Management
g****[email protected]
Dominic Janssens
Senior Managing Director
Greater Boston Area
Senior Managing Director
Managing Director
Global COO Macquarie Investment Management
Investor and Advisor
Global Investment And Institutional Client Services
Aston University
Recommendations: 0
d****[email protected]
Avtar Vasu
Associate
Greater Boston Area
Associate
Civil Engineer
Senior Managing Director
Founding Partner
Vice President
Interim CIO
Chief Investment Officer
Co Portfolio Manager
Managing Director
Executive Managing Director, Head of Global Private Investments
The University of Chicago - Booth School of Business
State University of New York College at Buffalo
Delhi College of Engineering
Recommendations: 0
Hedge Funds
Capital Markets
Asset Managment
Investment Management Industry
Derivatives
Private Equity
Valuation
Alternative Investments
m****[email protected]
Marcelle CFA
Vice President, Investment Management Services
Greater Boston Area
Vice President, Investment Management Services
VP, Investment Strategist
Senior Managing Director, Co-Head of Asset Allocation
Director, Sr. Investment Analyst
Managing Director, Asset Allocation, Portfolio Solutions Group
Investment Analyst
Bentley University - McCallum Graduate School of Business
Recommendations: 0
m****[email protected]
Michael Smith
Senior Managing Director
Greater Boston Area
Senior Managing Director
Global Head of Sales - Acting
Managing Director
President
President
EVP, Global Strategy
Stanford University Graduate School of Business
University of Michigan
McPherson College
Recommendations: 0
Strategy
Business Strategy
Management
Marketing
Analytics
Social Media
Start-ups
Strategic Partnerships
s****[email protected]
Michael J. Zucchero, PE, CFM, LEED Green Associate
Senior Managing Director
Greater Boston Area
Senior Managing Director
Subject Matter Expert Consultant
Vice President
Executive Director, National Facilities Services - Hawaii Region
VP Facilities and Real Estate (Public Works Officer), Naval Station Pearl Harbor
Assistant Operations Officer, NAVFAC Hawaii
VP Facilities and Real Estate (Public Works Officer), Navy Support Facility, Diego Garcia
Course Director, Public Works Management, Civil Engineer Corps Officer School
VP Facilities and Real Estate (Public Works Officer), Naval Support Activity, Bahrain
Civil Engineer Corps Officer
Georgia Institute of Technology
The George Washington University
The Ohio State University
Recommendations: 0
Facilities Management
Operations Management
Process Improvement
Strategic Planning
Managerial Finance
Proposal Writing
Capital Budgeting
Military
m****[email protected]
Matthew Power
President
Greater Boston Area
President
Senior Managing Director-Wholesale
Harvard Business School
University of Massachusetts Boston
Recommendations: 0
m****[email protected]
Bill Saltonstall
Institutional Sales - Head of Boston Office
Greater Boston Area
Institutional Sales - Head of Boston Office
Senior Managing Director; Institutional Sales, Boston Office
Partner, Institutional Sales
Ohio Wesleyan University
University of New Hampshire
Recommendations: 0
Equities
Hedge Funds
Institutional Sales
Equity Research
Capital Markets
Investments
Series 7
Equity Trading
s****[email protected]
Glenn Verrette
Executive Managing Director
Greater Boston Area
Executive Managing Director
Senior Managing Director, Principal
Partner
Vice President of Leasing, Boston Region
Senior Leasing Director, Southeast Region
Vice President Leasing
College of the Holy Cross
Andover High School 1972-1976
Recommendations: 0
Project Leasing
Asset Advisory
Commercial Real Estate
Leases
Real Estate
Tenant
Landlords
Finance
g****[email protected]
Roland Andersson
Senior Vice President, Clinical Research Services
Greater Boston Area
Senior Vice President, Clinical Research Services
Managing Director
Senior Managing Director, Strategic Advisors
Senior Partner
Managing Director, GlobLife Science Practice Leader
The Institute of Technology at Linköping University
Recommendations: 0
Business Strategy
Management Consulting
Strategy
Valuation
Biotechnology
Acquisition Integration
Due Diligence
Corporate Development
r****[email protected]
j****[email protected]
Randy Harwood
Director - Valuations
Greater Boston Area
Director - Valuations
Senior Managing Director
Director
Senior Manager
Senior Associate
Boston College - Wallace E. Carroll Graduate School of Management
Boston University
Recommendations: 0
Corporate Real Estate
Real Estate Economics
Disposition
Real Estate Transactions
Due Diligence
r****[email protected]
Michael McAuley
Senior Managing Director
Greater Boston Area
Senior Managing Director
Chairman, Committee on Securities Lending
Senior Counsel
Board of Directors
Suffolk University Law School
Boston College
Boston College High School
Recommendations: 0
Securities Lending
Securities
Equities
Asset Management
Hedge Funds
Fixed Income
Financial Services
Strategy
m****[email protected]
David CFA
Director
Greater Boston Area
Director
Managing Director, Head of US Consultant Relations
Head of US Defined Contribution Sales and Strategy
Vice President, Senior Product Engineer and Portfolio Manager- Global Asset Allocation
Senior Managing Director, Head of Global Defined Contribution
Skidmore College
Recommendations: 0
Portfolio Management
Asset Allocation
Equities
Investment Strategies
Product Management
d****[email protected]
i****[email protected]
Chris Bullock
Director | Senior Product Specialist
Greater Boston Area
Director | Senior Product Specialist
Senior Account Executive
Senior Managing Director | Director of Product Development, Global Investor Relations Services
Business Development Manager
Managing Director | Director of Global Exchange Services
University of Colorado
Recommendations: 0
Investor Relations
Social Media
Sales Management
Product Development
Sales
Project Management
Product Marketing
Entrepreneurship
c****[email protected]
c****[email protected]
Brian Cashman
Managing Director
Greater Boston Area
Managing Director
Senior Managing Director
VP Controller
VP Finance
Controller
Corporate Controller
Auditor
Recommendations: 0
b****[email protected]
Karan Takhar
Board Member
Greater Boston Area
Board Member
Winter Analyst
Senior Associate Intern
Summer Analyst
Managing Director
Board Member
Analyst
Summer Analyst
Senior Managing Director
Associate
Board Member
Vice President
Board Member
Massachusetts Institute of Technology
Recommendations: 0
Equities
Valuation
Private Equity
Equity Research
Bloomberg
Mergers
Financial Modeling
Economics
k****[email protected]
k****[email protected]
Kelly Corwin
Senior Managing Director, Head of North American Client Administration
Greater Boston Area
Senior Managing Director, Head of North American Client Administration
Director of Global Client Services
Senior Vice President
Investment Operations
Portfolio Administrator
Villanova University
Recommendations: 0
Financial Services
Investment Management
Relationship Management
Risk Management
Financial Analysis
Investment Strategies
Trading
Financial Risk
k****[email protected]
Ronald Ekstrom
Senior Managing Director
Greater Boston Area
Senior Managing Director
Publisher
Circulation Director
Recommendations: 0
Sales Management
Negotiation
Financial Analysis
Mergers
Divestitures
Financial Modeling
Business Valuation
Due Diligence
r****[email protected]
r****[email protected]
Bianca Olson
Senior Managing Director
Greater Boston Area
Senior Managing Director
Senior Vice President, Corporate Affairs
Vice President, Communications
Director, Corporate Communications
Account Supervisor
Senior Account Executive
Syracuse University of Florence
Trinity College-Hartford
Recommendations: 0
Crisis Communications
Corporate Communications
Media Relations
Press Releases
Strategic Communications
Message Development
Public Relations
Internal Communications
o****[email protected]
b****[email protected]
Alan Reese
Wealth Manager
Greater Boston Area
Wealth Manager
President
Senior Managing Director and Head of Corporate Operations
Trustee
Chief Financial Officer
SVP and Chief Financial Officer
Director of Operations for Consumer Lending/Chief Financial Officer for Personal Banking
Partner
Practice Fellow
University of Wisconsin-Eau Claire
Recommendations: 0
a****[email protected]
a****[email protected]
Sara Kelly Silacci
Senior Managing Director, Development
Greater Boston Area
Senior Managing Director, Development
Director of Development
Senior Major Gifts Officer
Associate Director Major Gifts
Fordham University
Recommendations: 0
Philanthropy
Annual Giving
Fundraising
Volunteer Management
Stewardship
Grant Writing
Program Development
Nonprofits
s****[email protected]
Raphael J. Constantino
Adjunct Professor of Economics
Greater Boston Area
Adjunct Professor of Economics
Adjunct Professor of Economics
Adjunct Professor of Finance
Assistant Director Mathematical Finance Program
Relationship Manager Financial Services
Senior Managing Director / Strategic Marketing and Product Development
Senior Consultant / External Funds Manager
SVP Chase Consulting Group
Asset Planning Consultant
Econometrician
Bishop Ford high School
Wagner College
Rutgers, The State University of New Jersey - Rutgers Business School
Recommendations: 0
Quantitative Finance
Investments
University Teaching
Strategic Planning
Client Relations Skills
Presentations
Economics
Finance
r****[email protected]
Jeffrey Berardi
Business Development Specialist
Greater Boston Area
Business Development Specialist
Chief Marketing & Communications Officer, Senior Managing Director
University of Rochester - Simon Business School
Boston College
Amherst High School
Recommendations: 0
Media Relations
Digital Marketing
Mergers
Legal Marketing
Business Development
Marketing Communications
Marketing Strategy
Creative Direction
j****[email protected]
j****[email protected]
David Appolonia
Partner
Greater Boston Area
Partner
Managing Partner
Senior Managing Director-Transaction Advisory Services
Partner, Transaction Services
University of Rhode Island - College of Business Administration
Bryant University
Recommendations: 0
Transaction Advisory
Due Diligence
Mergers
LBO
Mergers & Acquisitions
Acquisitions
Private Equity
Corporate Finance
d****[email protected]
d****[email protected]
David Castillo
Principal
Greater Boston Area
Principal
Adjunct Professor
Managing Director
Managing Director
Senior Managing Director, Fixed Income
Nichols College
Manhattanville College
Recommendations: 0
Fixed Income
Structured Products
ABS
Trading
CMBS
Interest Rate Derivatives
CDO
Residential Mortgages
d****[email protected]
Maliz Beams
Chief Executive Officer, Voya Financial Retirement Solutions
Greater Boston Area
Chief Executive Officer, Voya Financial Retirement Solutions
Head of Individual & Institutional Clients, President CEO Individual & Institutional Services LLC
Partner, Managing Director
Senior Managing Director
Director, Consumer Card Group
Senior Vice President, Retail Banking
Boston College
Columbia University - Columbia Business School
Harvard University
Recommendations: 0
m****[email protected]
Paul Deninger
Senior Managing Director
Greater Boston Area
Senior Managing Director
Board Member
Vice Chairman
Chairman and CEO
Managing Director
Harvard Business School
Boston College - Carroll School of Management
Recommendations: 0
Mergers
Corporate Development
IPO
Venture Capital
IT Strategy
Strategy
Mergers & Acquisitions
Restructuring
d****[email protected]
Jonathan Paul, Ph.D.
Assistant Vice President, Finance
Greater Boston Area
Assistant Vice President, Finance
Senior Managing Director, Planning & Analysis
Vice President of Finance
Director, Planning & Analysis
Senior Instructor, School of Business
Teaching Assistant
Information Technology
University of Sydney
University of New South Wales
Harvard University
Recommendations: 0
Project Management
Budgets
Forecasting
Business Process Re-engineering
Information Design
Fund Accounting
Strategic Planning
Data Analysis
j****[email protected]
Gregory Lucas
Vice Chairman
Greater Boston Area
Vice Chairman
Senior Managing Director
Founding Principal
Boston College
St John's Prep
Recommendations: 0
Leases
Negotiation
Strategic Planning
Site Selection
Tenant
Brokerage
Construction Management
Due Diligence
g****[email protected]
Juhi Dhawan
Senior Managing Director, Global Macroanalyst
Greater Boston Area
Senior Managing Director, Global Macroanalyst
Managing Director, Global Macroanalyst
Vice President, Global Macroanalyst
Assistant Vice President, Global Macroanalyst
Global Macroanalyst
Summer Intern
Brown University
Brown University
Lady Shri Ram College For Women, University of Delhi
Recommendations: 0
Hedge Funds
Fixed Income
Alternative Investments
Bloomberg
Equities
Investment Management
Investments
Asset Management
d*****@comcast.net
Larry Klaff
Vice President
Greater Boston Area
Vice President
Senior Managing Director
Senior Associate, Valuation & Advisory Services
American University - Kogod School of Business
Hobart and William Smith Colleges
Rectory School
Recommendations: 0
Asset Based Lending
l****[email protected]
Larry Albaugh
Head of Project Management
Greater Boston Area
Head of Project Management
Partner
Senior Managing Director
Managing Director, Securities Finance
Vice President, Relationship Manager
Boston University Questrom School of Business
Suffolk University - Sawyer Business School
Recommendations: 0
Securities Lending
Relationship Management
Business Development
Project Management
Marketing Communications
Securities
Asset Managment
Mutual Funds
l****[email protected]
Jeff Oberg
President
Greater Boston Area
President
Senior Managing Director and Chief Marketing Officer
Managing Director & Member of Global Markets Strategy Council
Former Director
Vice President - Private Wealth Management
Managing Director - Investment Banking Technology Group
Managing Director - Corporate Finance Group
SVP Finance and Corp. Development
Vice President - Investment Banking
Vice President
Tuck School of Business at Dartmouth
Colgate University
Recommendations: 0
Equities
Investment Banking
Due Diligence
Corporate Finance
Hedge Funds
Mergers & Acquisitions
Asset Managment
Asset Management
j****[email protected]
Paladino Patrick
Senior Managing Director
Greater Boston Area
Senior Managing Director
SVP
Associate
Babson College - Franklin W. Olin Graduate School of Business
Babson College
Recommendations: 0
Real Estate
Disposition
Asset Managment
Tenant Representation
Corporate Real Estate
Leases
Location Intelligence
Lease Negotiations
p****[email protected]
Suzanne Leblanc
Senior Managing Director
Greater Boston Area
Senior Managing Director
Director, Americas Real Estate & Facilities
Vice President, Design and Project Services
Director, Global Real Estate and Facilities
Principal
Regional Real Estate Manager
Regional Strategic Planner
Vice President
Postgraduate Studies: Boston University
University of Massachusetts
Recommendations: 0
Organizational Development
Corporate Real Estate
Facilities Management
Real Estate
Interior Design
Contract Negotiation
Space-planning
Strategic Planning
s****[email protected]
Gary Pomerantz
Senior Managing Director
Greater Boston Area
Senior Managing Director
Managing Director
Investment Advisor
Vice President
Sr. Financial Planning Consultant
Boston University
Boston University
Recommendations: 0
g****[email protected]
g****[email protected]
Betsy Seeley
Business Consultant
Greater Boston Area
Business Consultant
Strategic Communications Consultant
Managing Director, Shared Resource Group (Advice and Planning)
Project Management Consultant
Senior Vice President -- Service Delivery
Senior Vice President, Technology Initiatives
Senior Managing Director, Operations
Senior Vice President, Customer Service; Vice President, Customer Service
Harvard Business School
Middlebury College
Recommendations: 0
Strategy
Leadership
Change Management
Management
Process Improvement
Business Process Improvement
Mergers & Acquisitions
Finance
b****[email protected]
Morgan Stebbins
Partner~Senior Managing Director
Greater Boston Area
Partner~Senior Managing Director
President
Northeastern University
Northeastern University
Recommendations: 0
Product Launch
Medicare
Managed Care
Product Development
Product Management
Infusion
Medical Devices
Diagnostics
m****[email protected]
Julianne Tamasy
Senior Vice President, Venture Capital Services
Greater Boston Area
Senior Vice President, Venture Capital Services
Associate Director
Senior Managing Director
Vice President - Foreign Exchange - Risk Management
Manager, Foreign Exchange Trading and Sales
Boston University
Credit Analysis for Lenders (Merchants National Bank, internal credit training)
Hunter College
Indiana University-Purdue University at Indianapolis
Recommendations: 0
Entrepreneurial Experience
New Business Development
Business Management
Foreign Exchange Management
Foreign Exchange Trading
Currency
Middle Market
FX
j****[email protected]
j****[email protected]
Jane Magpiong
President
Greater Boston Area
President
Senior Managing Director
Senior Managing Director
President
President of the Private Bank
Executive Vice President & Managing Director Private Clients Group
Regional Managing Director
University of Redlands
University of California, Santa Barbara
Recommendations: 0
Leadership
Management
Wealth Management
Executive Coaching
Leadership Development
Financial Services
Strategy
Wealth
j****[email protected]
j****[email protected]
Jonathan Dubow
Senior Director, U.S. Corporate Foreign Exchange & Risk Management
Greater Boston Area
Senior Director, U.S. Corporate Foreign Exchange & Risk Management
Executive Vice President
Senior Managing Director
Senior Vice President, Managing Director
Vice President, Account Director
Account Supervisor
Account Director
Union College
Recommendations: 0
Straight Through Processing
Balance Sheet
FX Options
Currency
Foreign Exchange
Hedging
Trading
Financial Markets
j****[email protected]
Katherine H. Biotti
Senior Managing Director
Greater Boston Area
Senior Managing Director
Director of National Partnerships
Managing Director
Director of Marketing
Vice President, Business Planning Services and eCommerce
AVP, eCommerce
Marketing Manager, eCommerce
Various Positions
Ithaca College
Regis University
Vestal High School
Recommendations: 0
E-commerce
Philanthropy
Investments
Wealth Management
Asset Management
Portfolio Management
Private Equity
Strategic Planning
k****[email protected]
John Slupski, CFP®, MBA
Principal and Senior Managing Director
Greater Boston Area
Principal and Senior Managing Director
Financial Planner
Financial Planner
Product Manager
Owner
Boston University - School of Management
Boston University
Recommendations: 0
Financial Planning
Retirement Planning
Wealth Management
Retirement Income Strategies
Investments
Insurance Planning
Risk Management
Long Term Care
j****[email protected]
j****[email protected]
