Meet Our People
We believe one of the best reasons to come here are the people who already work here. Learn more about some of the most talented, accomplished and interesting people working in finance today.
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Andrew
Brokerage Operations Representative
Westlake, TX -
Brad
Transaction Processing Representative
Convington, KY -
Wendy
HR, Payroll
Durham, NC -
Marcin
Sr. Portfolio Analyst
Boston, MA -
Scott
Sr. Facilitator
Covington, KY -
Michele
Project Manager
Westlake, TX -
Tracey
Service Delivery Associate
Merrimack, NH -
Tricia
Sr. Account Executive
Portland, OR -
Fred
eLearning Consultant
Covington, KY -
Gretchen
Communications Consultant
Convington, KY -
Jeremiah
VP, Service Product Management
Boston, MA -
Patrick
Product Specialist
Boston, MA -
Courtenay
Director, PAS Product Development
Boston, MA -
Stacey
VP, Associate General Counsel
Boston, MA -
Sarah
Client Services Manager
Boston, MA -
Amy
Private Access Relationship Manager
Burlington, MA -
Sharon
Workplace Guidance Representative
Raleigh, NC -
Lori
Director, Project Management
Raleigh, NC -
Andrew
Director of Finance
Merrimack, NH -
Caryn
Human Resources Manager
Merrimack, NH -
Kimberly
North America Expertise Center
Manager, Nashua, NH -
Ricardo
Change Order Analyst
Albuquerque, NM -
Thomas
Client Service Manager
Smithfield, RI -
Rick
VP, Software Architecture
Smithfield, RI -
Jill
Senior Director, Real Estate Services
Smithfield, RI -
Chris
Regional Planning Consultant
Houston, TX -
Laurie
Risk Manager
Westlake, TX -
Gary
Operations Project Lead
Westlake, TX -
Russ
Annuity Client Services Manager
Salt Lake City, UT -
Pamela
Regional Consultant
Reston, VA -
Doug
Branch Manager
Sacramento, CA -
Tim
VP, Investment Consulting
Smithfield, RI -
Lauren
System Services Manager
Boston, MA -
Michelle
Senior Account Executive, VP
Bethesda, MD -
Lisa
HR Manager
Merrimack, NH -
Andrew
General Management Apprentice
Smithfield, RI -
Jennifer
Manager, Portfolio Advisory Services
Westlake, TX -
Stephen
Capital Markets Analyst
Boston, MA (World Trade Center) -
Traver
Business Analyst
Boston, MA (World Trade Center) -
Matthew
Capital Markets Associate
Boston, MA (World Trade Center) -
Frances
Accounting Manager
Boston, MA -
Bianca
Accounting Analyst
Boston, MA