Position:
Strategic Planning Analyst at John Hancock Investments
Work:
John Hancock Investments
since Mar 2013
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Strategic Planning Analyst
John Hancock, Investment Management Services
Oct 2011 - Mar 2013
-
Senior Mutual Fund Product Analyst
Stewart Technology Services
- Greater Boston Area Mar 2008 - Dec 2011
-
Owner
Tutors for All
- Greater Boston Area Aug 2010 - Oct 2011
-
Director of Finance & Operations
Harvard University
Jun 2009 - Aug 2010
-
Teaching Assistant
Boston College
Sep 2008 - May 2009
-
Graduate Admissions Fellow
Codman Academy Charter Public School
May 2008 - Aug 2008
-
Director of Special Projects
Codman Academy Charter Public School
Nov 2004 - Apr 2008
-
Director of Technology
Valassis
May 2002 - Aug 2003
-
Information Technology Intern
Education:
Boston College - Wallace E. Carroll Graduate School of Management 2008 - 2009
MS, Finance
Case Western Reserve University 1999 - 2004
BSE, Systems Engineering, Economics
Skills:
Data Analysis, Risk Management, Non-profits, Investment Management, Mutual Funds, Closed-end Funds, Finance, Research, Strategic Planning, Project Management, Team Leadership, Performance Measurement, Technology, Morningstar Direct, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Visio, Disaster Recovery, Charter Schools, Nonprofits
Honor & Awards:
CFA Level III Candidate.
Investment Management Achievement Award, 2009; Boston College, Carroll Graduate School of Management.
Finalist in the 10th Annual Institute of Industrial Engineers & Rockwell Software Simulation Competition, 2004.