Advisor Technology Services
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Advisor Technology Services Employees
SunGard Financial Systems October 2012 - Present
Sherpa March 2011 - September 2012
SunGard Global Services October 2006 - March 2011
Advisor Technology Services 1991 - 2006
Skills
Risk Management, Business Transformation, Project Management, Management Consulting, Business Analysis, Change Management, Program Management, SDLC, PMO, Vendor Management
Education
Denison University
BA, History, Physical Education
The Ohio State University
MA, Physical Education
RE/MAX Realty Group November 2006 - Present
Implementation Resources Group February 1994 - September 2001
Advisor Technology services 1997 - 2000
SEI 1991 - 1994
Bank of New England 1988 - 1991
Financial Technologies 1985 - 1988
Comerica 1983 - May 1985
Fleet Bank 1980 - 1983
Skills
Real Estate, Residential Homes, Single Family Homes, Sellers, Short Sales, Condos, Buyer Representation, REO, New Home Sales, Foreclosures, Relocation, First Time Home Buyers, Townhomes, Investors, Investment Properties, SFR, Buyers, Vacation Homes, ABR, Listings, New Homes
Education
University of New Hampshire - Whittemore School of Business and Economics 1980 — 1982
Bachelor of Science (BS), Business Administration and Management, General
University of New Hampshire 1972 — 1976
BS, Animal Science
Winnacunnet High Scool 1968 — 1972
High school diploma
Mecklenburg County January 2007 - Present
Mecklenburg County November 2003 - January 2007
Queen Associates August 2002 - November 2003
Advisor Technology Services March 2000 - July 2002
First Union August 1998 - March 2000
First Union National Bank May 1995 - August 1998
Microsoft January 1992 - May 1995
Skills
SOA, Web Applications, Scalability, .NET, Microsoft Office, Web Development, Web Services, SQL Server, HTML, ASP.NET, WCF, Visual Studio, Databases, Windows, SharePoint, Agile, XML, VB.NET, JavaScript, Architecture, Distributed Systems, Software Development, SQL, WinForms, Agile Methodologies, Microsoft SQL Server, SDLC, T-SQL, Enterprise Software, SSIS, SSRS, Database Design, Software Project..., Architectures
Education
United States 1988 — 1992
Bachelor of Science, Business Administration, MIS Concentration
University of North Carolina at Charlotte
Oakbrook Solutions March 2005 - March 2007
JPMorgan Chase 2001 - 2005
JPMorgan 2001 - 2005
JP Morgan Chase 2001 - 2005
Advisor Technology Services 1996 - 1998
Skills
Requirements Analysis, Relationship Management, Banking, Project Management, Securities, Business Requirements, Software Project..., Financial Services, Disaster Recovery, SDLC, Production Support, CRM, Business Analysis, Process Improvement, Quality Assurance, Software Documentation, COBOL, Portfolio Management, TSO, Vendor Management, CICS, Requirements Gathering, Mainframe, Visio
Education
University of Missouri-Saint Louis 1984 — 1984
Certificate, Business Writing
Manpower Business Training Institute 1967 — 1968
Cetificate, Information Technology Systems and Programming
Integrated Healthcare Solutions June 2010 - Present
Oldcastle Materials September 2009 - July 2010
Wachovia January 2009 - September 2009
Access CoverageCorp 2002 - January 2009
Unisys Corporation 1999 - 2002
Advisor Technology Services 1996 - 1999
QuadraMed 1992 - 1996
Burroughs Corporation 1982 - 1992
Education
University of South Carolina-Columbia 1979 — 1982
Computer Science
Winthrop University 1975 — 1979
BA, Mathematics
AIS - Advanced Imaging Systems November 2008 - Present
DH Designs June 2002 - March 2008
Bank of America August 2001 - June 2002
Advisor Technology Services October 1994 - August 2001
Broadway and Seymour 1992 - 1994
Skills
Solution Selling, Project Management, CRM, Enterprise Software, Management, Sales, Competitive Analysis, Account Management, SDLC, Leadership, Disaster Recovery, Microsoft SQL Server, Selling, Sales Process, Document Management, Strategic Information, Strategic Communications, Strategic Partnerships, Collaboration Solutions, Collaborative Problem..., Collaborative Leadership, Strategic Alliances, Document Imaging, Data Mining, Strategic Planning, Business Strategy, Digital Strategy, Strategic Consulting, Strategic Thinking, Strategic Leadership, IT Strategy, Strategy
Education
Marshall University 1985 — 1990
BBA, Business Information Systems
Eliassen Group September 2012 - Present
Kforce Inc February 2012 - September 2012
Kforce Inc. October 2010 - January 2012
Veritude, of Fidelity Investments May 2006 - May 2010
HR Access Solutions April 2004 - April 2006
Advisor Technology Services June 1999 - March 2004
Boston Safe Deposit and Tr Co 1988 - 1995
Skills
Technical Recruiting, Talent Acquisition, Temporary Placement, Recruiting, Executive Search, Sourcing, CRM, Account Management, Strategic Planning, Marketing Strategy, Sales Management, Business Strategy, Marketing, Business Development, Team Building, Negotiation, Client Relationship...
Education
University of Maine
Bachelor of Arts (B.A.)
Signature Consultants July 2014 - Present
Delhaize Group March 2011 - July 2013
New Home Systems July 2010 - March 2011
Probuild East January 2005 - November 2009
Probuild East LLC January 2005 - November 2009
Advisor Technology Services October 1996 - December 2006
Fidelity Investments/Advisor Technology Services January 1996 - January 2005
Fidelity Investments 1996 - 2003
Commercial property and casualty insurance company January 1988 - January 1996
Skills
Disaster Recovery, Windows, Hardware, Computer Hardware, Technical Support, Security, Servers, Switches, Active Directory, Windows XP, Management, Information Technology, Networking, Vendor Management, Process Improvement, Software Documentation
Education
University of North Carolina at Greensboro 1975 — 1977
Biology
SGA Inc - Citigroup July 2015 - Present
ATEXIS Consulting Group September 2005 - Present
Meridian Technologies - Nationstar Mortgage April 2015 - July 2015
Randstad Technologies - Bank of America Contract October 2012 - March 2015
H.D. Vest Financial Services September 2011 - October 2012
Bank of America July 2010 - September 2011
HD Vest January 2010 - July 2010
Bank of America May 2006 - September 2009
Advisor Technology Services 1985 - 2008
Horizon Health September 2004 - December 2005
Skills
Program Management, Process Improvement, SDLC, Integration, Analysis, Business Analysis, Project Management, Product Management, Change Management, Vendor Management, Customer Service, Software Documentation, Banking, PMP, PMO, Management, Six Sigma, Requirements Analysis, Portfolio Management, Financial Services, Quality Assurance, Wealth Management..., Brokerage Operations, Credit Card Projects, ACH
Education
Cannon Financial Institute 1991 — 1994
CSOP, Securities Operations
University of North Texas 1985 — 1989
BBA, Finance and Banking
Paris Junior College 1984 — 1985
Clarksville High School
Reed and Reed May 2013 - Present
Cianbro Corporation June 2004 - May 2013
Advisor Technology Services April 2002 - August 2002
Skills
Power Distribution, Control Systems Design, Construction, Bridge, Subcontracting, Construction Management, Primavera P6, Project Estimation, Energy, AutoCAD, Project Management, Equal Potential..., Construction Safety, Pre-construction, Contractors, Value Engineering, CPM Scheduling, Project Control, Contract Management, Inspection, Electricians, Project Engineering, Power Generation, Power Plants, MS Project, Cost Control, EPC
Education
Walden University 2005 — 2009
MBA
Lafayette College 1999 — 2003
BS, Electrical and Computer Engineering
JPMorgan Chase March 2003 - Present
JPM Chase 2003 - Present
JPMorgan 2003 - Present
JP Morgan Chase 2003 - 2009
Bank One 2003 - 2004
Fidelity Investments September 1997 - October 2002
Advisor Technology Services 1997 - 2002
Skills
PMO, Analysis, Project Management, Management, SDLC, Banking, Business Analysis, Risk Management, Business Process..., Portfolio Management, Financial Services, IT Strategy, Mergers & Acquisitions, Process Improvement, Requirements Gathering
Education
University of Hartford 1975 — 1979
B.S., Finance and Economics
Labelmaster March 2011 - Present
B-Line, LLC March 2010 - March 2011
Volt Technical Resources March 2010 - March 2011
Siemens ITS June 2008 - June 2009
Microsoft June 2008 - June 2009
Quorum Review November 2007 - May 2008
Advisor Technology Services 1998 - 2005
Devonshire Technology 1998 - 1999
Vestek Systems 1984 - 1995
Skills
C#, ASP.NET, T-SQL, SharePoint, Microsoft SQL Server, XML, TFS, Web Services, Agile Methodologies, JavaScript, SDLC, VB.NET, CSS, Visual Studio, SSIS, .NET, Business Intelligence, Software Architectural..., Integration Testing, Integration, Database Design, BizTalk, Databases, REST, ADO.NET, Microsoft CRM, Software Development, Unit Testing, Entity Framework, ETL, Data Warehousing, Software Project...
Education
University of California, Berkeley 1975 — 1979
MPP, Public Policy
Brown University 1971 — 1975
AB, Economic
Rye High School 1967 — 1971
Regent's Diploma
Strategic Business Systems (SBS) October 2011 - Present
Oakbrook Solutions January 2008 - October 2011
Novus Consulting Group 2003 - 2008
RTA 1998 - 2001
Advisor Technology Services 1996 - 1998
Education
University of Notre Dame 1985 — 1989
PhD, Economics
Penn State University 1979 — 1983
BS, Accounting