NEPC, LLC. Wellesley Hills,Massachusetts
Budgeting and capital spending analysis Treasury and banking functions Accounting and auditing Professional...agencies . Created one and five year strategic and financial plans for one of the subsidiaries . Analyzed
Opus Investment Management, Inc. Wellesley Hills,Massachusetts
experience with particular knowledge of banking , financial services , media and also sovereign credits...complex transactions and relationships with clients Banking Associate , 02/1981 to 06/1983 Continental Illinois...Street , Worcester , MA 01653 Conducted careful financial and covenant analysis of proposed transactions
DEUTSCHE BANK Wellesley Hills,Massachusetts
Summary Financial planning professional with a strong history of developing customized financial plans...products to develop customized financial strategies for clients' financial needs . ...products to develop customized financial strategies for clients' financial needs .
Vice President - Fixed Income Product Management
Fidelity Investments Wellesley Hills,Massachusetts
executive with over 20 years experience in financial services , management consulting , and oil industry...business strategy consultant with emphasis on financial services . Delivered post - merger integration analysis...segmentation framework to improve small business banking at a large regional bank . Evaluated acquisition
Director Institutional Research Sales
Telsey Advisory Group Wellesley Hills,Massachusetts
research and banking staff . Have introduced VC relationships and transaction opportunities to banking which...which resulted in 3 investment banking deals in 2013 . In current role I promote all offerings including ...Coordination with the Director of Research and Banking Consistently the #1 producer , both in revenue
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