Broadridge Company
Industry: Company
DescriptionBroadridge Financial Solutions is a public United States-based corporate services company founded in 2007 as a spin-off from Automatic Data Processing. Revenue: 4.1 billion USD (2017') Headquarters: Lake Success, New York, United States Subsidiaries: FundAssist Limited, ActivePath, Forefield, Inc., Executives: Jim Young (Corporate vice president, CFO),
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Broadridge Employees
Broadridge April 2015 - Present
Glam By Victoria September 2013 - Present
Prudential Financial August 2013 - October 2014
Prudential Financial January 2012 - August 2013
Tinari Economics Group (TEG) December 2008 - January 2012
Seton Hall University Career CenterS September 2007 - December 2008
Seton Hall University September 2006 - September 2007
Skills
Microsoft Excel, Financial Analysis, Microsoft Office, Research, Management, PowerPoint, Public Speaking, Data Analysis, Customer Service, Access, Finance, Economics, Market Research, Microsoft Word, Outlook, Analysis, Financial Modeling, Recruiting, Microsoft Office..., Makeup Artistry, Special Effects Makeup, Customer Satisfaction, Communication, Team Leadership, Entrepreneurship, Social Media Marketing, Time Management, Web Design, Budgeting, Forecasting, Event Planning, Financial Reporting, Marketing, Fundraising, Social Networking, Leadership, Social Media, Sales, Facebook, CRM
Education
Seton Hall University 2012 — 2016
Master of Business Administration (MBA), Finance, General
Seton Hall University 2006 — 2011
B.A., Economics
Nitron December 2013 - Present
Morgan Stanley August 2012 - December 2013
Broadridge June 2011 - September 2011
Bank of America November 2009 - May 2011
Goldman Sachs June 2009 - August 2009
Fidelity Investments 2007 - 2008
Skills
Customer Experience, Client Service Oriented, Spanish-speaking, Compliance, Team-oriented, Analytical Skills, Accounting, Auditing, Banking, Client Services, Equities, Finance, Financial Analysis, Financial Services, Fixed Income, Internal Audit, Investments, Mutual Funds, Sales, Securities, Series 7, Time Management, Training
Education
Seton Hall University 2006 — 2011
Business Administration, Finance
James J Ferris High School
Two Sigma Investments February 2014 - Present
Broadridge October 2011 - January 2014
PricewaterhouseCoopers April 2008 - September 2011
ABI March 1997 - February 2008
Clinton/Gore '96 January 1995 - December 1995
Skills
Social Media, Messaging, Executive Communications, Public Relations, Corporate Communications, Team Leadership, Strategic Communications, Alliance Building, Corporate Social..., Crisis Communications, Thought Leadership, Mentoring Of Staff, Reputation Management, Executive Visibility, Partner Management, Innovation, Communication Training, Strategy
Education
Richard Stockton College of New Jersey 1991 — 1995
BA, Sociology
Make-A-Wish Foundation of Suffolk County, NY, Inc. June 2012 - Present
Broadridge March 2009 - Present
Broadridge April 2007 - March 2009
Northwestern Mutual Financial Network August 2005 - April 2007
Career Center 2005 - 2006
Skills
Manage Client..., Cross Selling, Marketing Communications, Salesforce.com, Sales Management, Client Development, Corporate Branding, E-business, Project Management, New Business Development, Client Education, Helping Clients Succeed, Account Management, Contract Negotiation, Contract Management, Leadership, Business Analysis, Recruiting, Finance, Lead Generation, Financial Services, Human Resources, Selling, Outsourcing, Marketing, Sales, Management, Risk Management, CRM
Education
Stony Brook University 2003 — 2006
B.A., Sociology
University of New Haven 2001 — 2003
Forensics
Harborfields 1997 — 2001
Broadridge June 2015 - Present
Broadridge June 2013 - May 2015
Broadridge June 2012 - August 2012
Skills
Microsoft Word, Time Management, Microsoft Excel, PowerPoint, Customer Service, Financial Accounting, Invoicing, Financial Statements, Mathematics, Billing Process, Highly detail oriented, Organization, Teamwork, Project Management, Analysis, Quality Control, Finance, Financial Analysis, Financial Reporting, Microsoft Office
Education
State University of New York College at Old Westbury 2013 — 2015
Bachelor's degree, Accounting
SUNY New Paltz 2011 — 2012
Accounting
Broadridge November 2011 - Present
Marsh, Inc. November 2007 - November 2011
PricewaterhousCoopers August 2005 - November 2007
Weiser LLP October 2002 - August 2005
J.H. Cohn LLP October 1999 - May 2001
Skills
Financial Reporting, Sarbanes-Oxley Act, Financial Analysis, Finance, US GAAP, Variance Analysis, Financial Modeling, Internal Controls, Accounting, Financial Accounting, GAAP, Hyperion Enterprise, Auditing, Essbase, Managerial Finance, Sarbanes-Oxley, Consolidation, General Ledger, Account Reconciliation, Cash Flow, Process Improvement, Cash Management, SEC Filings, Accounts Receivable, Acquisition Integration, Financial Statements, Management, Corporate Finance, Analysis, Blackline..., Blackline -..., reconci, Bank Reconciliation, recon, G/L Reconciliations, BlackLine
Education
Rutgers, The State University of New Jersey-Newark 1996 — 1999
BS, Accounting
Broadridge January 2007 - Present
ADP November 1987 - January 2007
Skills
Back Office, Equities, Securities, Fixed Income, Prime Brokerage, Risk Management, Business Analysis, Wealth Management, Capital Markets, Financial Services, SDLC, Derivatives, Middle Office, Mutual Funds, Trading Systems, Options, Corporate Actions, Hedge Funds, Series 7, Settlement, Market Data, Electronic Trading, Securities Lending, Bloomberg, FX Options, Equity Trading, Bonds
Education
Richard Stockton College of New Jersey 1981 — 1986
Computer Science
Broadridge October 2007 - Present
Mr. Copy/ A Xerox Company December 2003 - October 2007
World Savings October 2001 - December 2002
Skills
Business Development, New Business Development, Transfer Agency, Annual Meetings, Proxy Voting, SEC filings, IPO, Salesforce.com, Competitive Analysis, Finance, Sales Presentations, Corporate Actions, Sales, Sales Prospecting, Public Speaking, Inspector or Election, Social Media, Outside Sales, Investor Relations
Education
California State University-East Bay - School of Business and Economics 2005 — 2007
MBA, Finance
St. Mary's College of California 1996 — 2000
BS, Business Administration with Finance Concentration
University of Cape Town 1999 — 1999
Study Abroad
Broadridge August 2015 - Present
Covestor November 2012 - April 2015
Merrill Lynch July 2011 - October 2012
Morgan Stanley Smith Barney June 2010 - June 2011
Longwood Cricket Club June 2001 - September 2010
Merrill Lynch September 2007 - May 2010
Skills
New Business Development, Start-ups, Financial Analysis, Asset Managment, Mutual Funds, Equities, Risk Management, Valuation, Bloomberg, Hedge Funds, Alternative Investments, Portfolio Management, Business Strategy, Securities, Entrepreneurship, Mergers, Financial Modeling, Asset Management, Finance, Investments, Insurance
Education
Suffolk University 2008 — 2010
Bachelor’s Degree, Finance, cum laude
Villanova University 2004 — 2005
BB&N 2001 — 2004
High School Diploma
Park School 1992 — 2001
Teletrac 2013 - Present
DFW Management Society 2011 - Present
ClearPointe Technology 2011 - 2012
Broadridge 2006 - 2010
Pitney Bowes 2002 - 2006
Applied Data Resources 2001 - 2002
Greenleaf Software 1998 - 2001
Primerica 1995 - 1998
Nortel Networks 1989 - 1995
NEC America 1988 - 1989
Skills
Account Management, New Business Development, Team Leadership, Communication, B2B, Selling, Prospecting, Consultative Sales, Networking, Organizational Skills, Territory Development, Sales Process, Sales, Qualifying Prospects, Enterprise Software, Team Building, Customer Satisfaction, Wireless, Telecommunications, Product Marketing, Training, Leadership, Sales Management, Strategic Planning, Sales Operations, Outsourcing, Professional Services, Strategy, Salesforce.com, Managed Services, Customer Retention, Contract Negotiation, Solution Selling, CRM, Cold Calling, Analysis, Direct Sales, Client Service Oriented, Cross Selling, Client Services, Software Industry
Education
The University of Texas at Austin 1984 — 1987
Bachelor's, Computer Science
Sam Houston State University
Computer Science
Broadridge August 2015 - Present
Broadridge 2015 - Present
Yoh, A Day & Zimmermann Company March 2013 - February 2015
United States Marine Corps September 2008 - May 2013
Excite Financial Services June 2012 - October 2012
TruGreen LandCare April 2010 - February 2011
Boehringer Ingelheim June 2007 - August 2007
Skills
Team Leadership, PowerPoint, Microsoft Excel, Microsoft Word, Work Ethic, Microsoft Access, Marketing, Contract Negotiation, Flexibility, Sales, Sales Management
Education
Western Connecticut State University 2014 — 2017
Bachelor's Degree, Marketing
Southern Connecticut State University 2007 — 2008
Brookfield High School 2004 — 2007
High School Diploma
eBags June 2015 - Present
National CineMedia (NCM) November 2014 - May 2015
TeleTech July 2012 - November 2014
Broadridge November 2008 - October 2012
Broadridge April 2007 - November 2008
Broadridge June 1999 - April 2007
Skills
SDLC, User Acceptance Testing, Quality Assurance, Requirements Gathering, Business Requirements, Requirements Analysis, Testing, Business Analysis, Visio, Agile Methodologies, Unix, SQL, Software Project..., Process Improvement, Microsoft Office, Software Documentation, Databases, Production Support, Functional..., Software Development, SharePoint, Microsoft SQL Server, Data Warehousing, Analysis, Manual Testing, Integration, SOA, SQL Server Management..., Selenium Testing, Mobile Devices, Mobile Testing, JMeter, Test Automation, .NET, Test Planning, Software Quality..., Web Services, Systems Analysis, C#, Oracle, Quality Center, XML, Scrum, Waterfall
Education
University of Wyoming 1996 — 1999
Bachelor of Arts (B.A.), Anthropology
Sheridan College 1994 — 1996
Associate of Science (A.S.), Business Administration and Management, General
Broadridge October 2011 - Present
Protiviti Consulting December 2007 - September 2011
Protiviti December 2007 - September 2011
Ameriprise Financial April 2006 - December 2007
Citibank India October 2003 - April 2006
Citi 2003 - 2006
American Express 2002 - 2003
Skills
Internal Audit, Fraud Investigations, Sourcing Advisory, Knowledge Management, Enterprise Risk..., Risk, Risk Management, Operational Risk, Operational Risk..., Internal Controls, Business Process..., Audit, Banking, Auditing, Financial Risk, Financial Services, Finance, Governance, Outsourcing, Change Management, Strategy, Management, Management Consulting
Education
Financial Risk Manager (FRM) - Global Association of Risk Professionals 2008 — 2009
FRM, Risk Management
Chartered Financial Analyst (CFA) - CFA Institute 2005 — 2007
Chartered Financial Analyst (CFA)
Institute of Chartered Accountants of India 2000 — 2003
C.A., Accounting, Finance, Audit
Shri Ram College of Commerce 1999 — 2002
B.Com (H), Commerce
Delhi Public School Noida 1989 — 1999
Class XII
ISACA - CISA
Union Bank of Switzerland September 2015 - Present
Broadridge May 2011 - June 2015
Nomura Securities August 2009 - January 2010
Merrill Lynch June 2001 - June 2008
Skills
Fixed Income, Trading
Education
Seton Hall University 2010 — 2012
Master’s Degree, Accounting, 3.2
St. John's University, The Peter J. Tobin College of Business 2003 — 2006
MBA, Finance
St. John's University, The Peter J. Tobin College of Business 1996 — 2001
B.S., Finance
Scotiabank February 2013 - Present
Uptown Business Consulting Inc. January 2008 - Present
TD Bank, Online Channel August 2012 - February 2013
CIBC October 2011 - March 2012
BMO Financial Group June 2011 - July 2011
CIBC March 2010 - March 2011
Broadridge 2008 - 2009
MTS Allstream January 2008 - June 2008
Bank of Nova Scotia January 2002 - December 2007
SS&C TECHNOLOGIES INC. (acquired Financial Models Company) 2007 - 2007
Skills
Business Analysis, Project Management, Billing Systems, Loans, SDLC, Project Portfolio..., PMO, Vendor Management, PMP, Business Requirements, Requirements Analysis, Risk Management, Project Delivery, Software Project..., Resource Management, MS Project, Business Process, Business Process..., Business Process..., Process Improvement, Program Management
Education
McMasters University
Masters, Project Management
Ryerson University
Roth Bros., Inc. April 2013 - Present
All Covered July 2011 - March 2013
M*Modal January 2010 - July 2011
Broadridge June 2004 - February 2010
Various Consulting Engagements January 1995 - January 2010
Matthews International Corporation August 1998 - August 2004
Basis 100 Corp January 2004 - May 2004
Eaton Corporation January 1998 - January 2004
CoManage Corporation May 2000 - June 2001
Xitech Corporation January 1996 - January 1997
Skills
C#, .NET, Visual Studio, C++, Java, Salesforce.com, RDBMS, ASP.NET, SQL Server, Web Services, XML, JavaScript, SQL, Oracle, Microsoft SQL Server, Software Development, SDLC
Education
Slippery Rock University of Pennsylvania 1983 — 1987
BA, Communication
NA
Broadridge September 2008 - Present
Qualicom Innovations Inc. November 2007 - August 2008
Raw Integrated Inc. August 2007 - October 2007
Bluetree Direct inc. October 2003 - August 2007
Easyway Tech Co., Ltd. June 2001 - March 2003
Huawei Technologies Co., Ltd. October 1998 - June 2001
Asia Simulation & Control System Engineering Co., Ltd. September 1992 - September 1998
Skills
Java, Agile Methodologies, Web Applications, Spring, MySQL, Hibernate, Web Services, XML, EJB, Tomcat, SOA, AJAX, Compuset, PostScript, AFP, Linux System..., jQuery, JSON
Education
Southeast University 1988 — 1992
Bachelor of Engineering
Broadridge September 2015 - Present
HBO June 2014 - August 2014
Telephonics Corporation June 2013 - August 2013
J Young Mechanical Inc June 2011 - August 2011
Carrabba's Italian Grill August 2009 - July 2011
Skills
Public Speaking, Time Management, Program Management, Information Technology, Leadership, Microsoft Excel, Data Analysis, Computers, PowerPoint, AutoCAD, Writing, Costpoint, MS Project, HTML, CSS, SQL, Access, Data Mining, Text Mining, SAS E-Miner, Clarabridge, Proposal Generation, Marketing Strategy, Contracts, Microsoft Project, Customer Service, Microsoft Office, Microsoft Word
Education
SUNY Oswego 2011 — 2015
Bachelor's degree, Information Science/Studies
State University of New York College at Oswego 2011 — 2015
Minor in Business Administration, Information science
Flashpoint Medica February 2015 - Present
Flashpoint Medica July 2014 - February 2015
Flashpoint Medica July 2013 - June 2014
JUICE Pharma Worldwide January 2012 - July 2013
CardWorks June 2010 - September 2011
Broadridge May 2008 - January 2010
Skills
Financial Services, Management, Process Improvement, Direct Marketing, Marketing, Market Research, Leadership, Salesforce.com, Budgets, Online Advertising, Email Marketing, Social Media, Marketing Communications, Social Media Marketing, Online Marketing, Advertising, Digital Strategy, Integrated Marketing, Digital Marketing, Creative Direction
Education
State University of New York at Stony Brook 2007 — 2011
Bachelors Degree, Business Management - Consumer Marketing
West Springfield High School 2003 — 2007
Broadridge April 2015 - Present
Pershing, a BNY Mellon company September 2014 - April 2015
Broadridge Financial Solutions 2007 - September 2014
HSBC January 2005 - January 2007
Broadridge Financial Solutions June 1996 - January 2005
Skills
Product Management, Quality Assurance, Data Conversion, Cash Management, Money Market Funds, ACH, Sweep Accounts, Checks, Debit Cards, Mutual Funds, Financial Statements, Third Party Vendor..., Microsoft Excel, Microsoft Office, Payments, Business Analysis, Fixed Income, Vendor Management, SDLC
Education
St. John's University 1989 — 1993
Bachelor of Science (B.S.), Marketing
Bank of America July 2011 - Present
Broadridge July 2010 - June 2011
Bank of America as Consultant November 2008 - June 2010
Bank of America as Consultant April 2005 - November 2008
HCL Technologies April 2000 - March 2005
Skills
Quality Center, QTP, Test Planning, Test Automation, Test Management, Software Quality..., Test Cases, User Acceptance Testing, Defect Tracking, LoadRunner, Manual Testing, Regression Testing, Oracle, SDLC, System Testing, Functional Testing, Agile Methodologies, SQL, Requirements Analysis, PL/SQL, Fixed Income, VBScript, TFS, Derivatives, Quality Assurance, Web Services
Education
Sri Venkateswara University
Master of Computer Application, Computers
Broadridge May 2008 - Present
Health Management Systems January 2004 - January 2005
Merrill Lynch October 1997 - August 2003
Skills
Program Management, Data Center, Telecommunications, Visio, IT Management, Software Project..., Business Requirements, Software Documentation, Requirements Gathering, Analysis, SharePoint, Project Management, PMP, Leadership, MS Project, IT Strategy, Integration, Business Process, Requirements Analysis, SDLC, Agile Methodologies, Disaster Recovery, Process Improvement, PMO, SQL, Management, Cloud Computing, Project Portfolio..., Enterprise Architecture
Education
Stevens Institute of Technology 2012 — 2013
MS Certificate, Advanced Project Management
University of Colorado Boulder 2005 — 2007
MS, Telecommunications
Office of the NYC Comptroller February 2012 - Present
TCE KIDS, Inc. D.B.A. The Current Events June 2009 - January 2010
Broadridge December 2007 - May 2009
Time Inc. May 2006 - August 2006
Credit Suisse May 2005 - September 2005
Deloitte May 2004 - September 2004
Education
U.S. Certified Public Accountant Certidcation Candidate 2010 — 2011
Susquehanna University 2003 — 2008
B.S., Business Administration, emphasis in Accounting
Universidad Complutense de Madrid
Economics, Art
Storitz June 2015 - Present
Broadridge 2014 - Present
Hey Baby Inc. December 2002 - May 2006
Candy Ford Model Management March 1998 - January 2001
Northeastern University 1996 - 1998
Fidelity Investments 1993 - 1997
Rapp Collins Worldwide (Omnicom company) 1991 - 1993
Skills
Marketing, Marketing Communications, Newsletters, Social Media Marketing, Social Media, Public Relations, Online Marketing, Event Management, Marketing Strategy, Direct Marketing, Management, Online Advertising, Event Planning, Sales, Budgets, Fundraising, Advertising, Entrepreneurship, Trade Shows, Integrated Marketing, Strategic Partnerships, Nonprofits, Digital Media, New Media, Publicity, Promotions, Non-profits, Media Relations, Corporate Communications, Community Outreach, Social Marketing
Education
Southern Methodist University 1988 — 1990
Bachelor of Arts, Communications
University of Arizona 1986 — 1988
Communication, Public Relations, Business Administration
Broadridge Financial Solutions February 2013 - Present
Broadridge February 2011 - February 2013
Broadridge July 2010 - February 2011
Broadridge August 2009 - July 2010
St. John's University January 2009 - May 2010
ADP/Broadridge Financial Solutions September 2006 - August 2009
ADP/Broadridge Financial Solutions June 2006 - August 2006
Education
St. John's University, The Peter J. Tobin College of Business 2009 — 2010
MBA, Executive Management
St. John's University, The Peter J. Tobin College of Business 2004 — 2008
Bachelor of Science, Economics
Check Point Software Technologies November 2014 - Present
SunGard April 2013 - May 2014
MSCI Inc. September 2011 - August 2012
Broadridge July 2010 - September 2011
City Networks (US) Inc. July 2008 - June 2010
City Networks (UK) Ltd. November 2005 - June 2008
SIX Financial Information November 2004 - October 2005
SIX Financial Information July 2003 - October 2004
SIX Financial Information September 2001 - June 2003
SIX Financial Information March 2000 - August 2001
Skills
Financial Services, SaaS, Enterprise Software, Financial Markets, Banking, Management, Back Office, Account Management, Market Data, Investment Banking, Finance, Capital Markets, Professional Services, Cash Management, Sales Management, Sales, Team Management, International Sales, Key Account Management, Derivatives, Leadership, Sales Operations, Strategic Account..., Global Account...
Education
Saint Mary's College of California 2012 — 2014
Executive MBA
Commercial Training Institute KLZ, Zurich
Certified Sales Manager
Commercial Training Institute KLZ, Zurich
Federal Technical Licence
Commercial Training Institute KLZ, Zurich
Higher Business Diploma
Commercial Training Institute KLZ, Zurich
Certification
Institut Stavia, Estavayer-le-Lac (Private Boarding School)
Certificate in Modern French language and business
Limania Business School, Baden
Swiss Business Diploma
Broadridge Financial Solutions February 2012 - Present
Madison Square Garden September 2011 - December 2011
Broadridge June 2011 - August 2011
St. John's Executive In Residence Program September 2010 - May 2011
Skills
Securities, Portfolio Management, Microsoft Excel, PowerPoint, Microsoft Word, Strategic Planning, Data Entry, Business Planning, Leadership, Investments, Access, Analysis, Process Improvement, Equities, Financial Services, Accounting, Banking, Data Analysis, Financial Reporting, Bloomberg, Business Analysis, Bloomberg Terminal, Management
Education
Saint John's University - Peter J. Tobin College of Business 2007 — 2011
BS, Business Management
Broadridge May 2006 - Present
New York Life Insurance Company February 2005 - May 2006
Skills
Securities, Mutual Funds, Equities, Financial Services, Account Management, Corporate Actions, Relationship Management, Investments, Wealth Management, Banking, Portfolio Management
Education
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2004
BA, English
SBHS
Broadridge June 2007 - Present
ADP - Investor Communication Services Division June 2003 - June 2007
Cendant October 1995 - February 2003
Skills
SDLC, Enterprise Architecture, Disaster Recovery, Vendor Management, IT Operations, IT Strategy, IT Management, Information Security, Software Project..., Agile Methodologies, Solution Architecture, Data Center, Integration, Infrastructure, Sarbanes-Oxley Act, ITIL
Education
Stony Brook University 1990 — 1994
BS, Computer Science/Applied Math
Broadridge December 2011 - Present
MF Global October 2011 - December 2011
AIG Investments December 2005 - September 2011
AIG Global Investment Group December 2005 - September 2011
American Home Mortgage June 2004 - December 2005
Catholic Health Services November 1997 - June 2004
Catholic Health Services of Long Isand November 1997 - June 2004
Skills
VMware, Disaster Recovery, Data Center, Active Directory, Virtualization, Windows Server, Unix, Vendor Management, SDLC, Servers, SharePoint, Citrix, Business Analysis, Microsoft SQL Server, IT Strategy, VMware ESX, System Administration, Microsoft Exchange
Education
Suffolk County Community College 1999 — 2004
AS, Computer Science
Starwood Hotels & Resorts Worldwide, Inc. July 2011 - Present
Thomson Reuters May 2009 - July 2011
Broadridge May 2008 - November 2008
Thomson Financial December 2006 - May 2008
Thomson Reuters (formerly Thomson Financial) October 2000 - December 2006
Thomson Reuters (formerly ILX Systems) October 1998 - October 2000
Thomson Reuters (formerly ILX Systems) November 1995 - October 1998
Skills
BGP, Frame Relay, RIP, HSRP, NAT, Solarwinds, DS3, IGRP, TFTP, MPLS, Switches, Routers, Firewalls, FTP, Checkpoint, Visio, NTP, ACL, Routing, Cisco, VPN, TCP/IP, CCNA, OSPF, WAN, DNS, Data Center, Network Engineering, Network Architecture, Network Design, VLAN, Multicast, Network Security, QoS, IP Networking, STP, PIX, IPSec, Troubleshooting, Disaster Recovery, Cisco IOS, Cisco Technologies, EIGRP, Networking, Vendor Management, Management, IP, Unix, Integration
Education
State University of New York College at Buffalo 1987 — 1992
BS, Management
Copiague High School
cisco academy
Broadridge January 2007 - Present
Cablevision July 2005 - January 2007
Skills
Account Management, Mutual Funds, Hedge Funds, Equities
Education
Stony Brook University 2000 — 2005
Business Management, Business, Finance
Independent January 2005 - Present
Community College of Denver August 2007 - May 2012
Denver and Sheridan Schools August 2005 - May 2007
COMSYS June 2004 - June 2005
ADP/SIS June 2001 - June 2003
Broadridge 2001 - 2003
Software AG February 2000 - March 2001
Various January 1990 - January 2000
Tandem Computers June 1981 - May 1985
Skills
COBOL, Java, XML, Project Management, Training, Proposal Writing, Account Management, Banking, Healthcare, System Design, Legacy Systems, System Development, SDLC, Databases, Unix, Business Analysis, Program Management, Enterprise Architecture, Integration, Teaching, Programming, Visio, Requirements Analysis, SQL, Consulting, Database Design
Education
University of Colorado Denver 2008 — 2012
Master of Science (MS), Math
Saint Louis University 1973 — 1976
MBA, Finance, Mangement, Marketing
The University of Texas at Austin 1965 — 1968
BA, Math
Westbury High School 1961 — 1964
High School Diploma
Broadridge Financial Solutions November 2014 - Present
Broadridge April 2009 - November 2014
Simon Fraser University November 2008 - November 2009
Simon Fraser University September 2007 - December 2007
HSBC June 2006 - August 2007
HSBC December 2004 - June 2006
HSBC July 2000 - November 2004
Skills
Web Content Management, Web Marketing, Commercial Banking, Business Analysis, Project Management, Requirements Gathering, Strategic Planning, Analytics, Market Research, Team Leadership, Analysis, Marketing Communications, Requirements Analysis, Marketing, Content Management
Education
Simon Fraser University 2007 — 2008
MBA, Business Administration
The University of British Columbia 2000 — 2004
Computer Engineering, Software
Ladenburg Thalmann November 2011 - Present
Broadridge October 2010 - November 2011
Safe Harbor Asset Management November 2009 - August 2010
AXA Advisors September 2005 - January 2009
American Capital Partners, LLC April 2001 - May 2004
Morgan Stanley September 1999 - February 2001
Gilford Securities May 1999 - September 1999
Glenn Michael Financial September 1998 - May 1999
Skills
Documentation, Outlook, Excel, PowerPoint, Customer Relations, Series 7, Series 11, Licensed Life & Health..., MS Project, Microsoft Office, ACT4Advisors, Redtail CRM, Investments, Social Media Marketing, Marketing Communications, Marketing Strategy, Marketing, Banking, Management, Customer Service, Mutual Funds, Microsoft Excel, New Business Development, Project Management, Sales, Strategy, Time Management, Finance, Series 63, Software Documentation
Education
Hunter School of Business 2004 — 2005
NYS Medical Assistant Certification, Medical
Saint Joseph's College 2004 — 2005
General Studies
Bay Shore 1994 — 1998
High School Diploma, General Studies
Broadridge August 2015 - Present
Tommy Bahama March 2015 - August 2015
Tommy Bahama December 2014 - February 2015
Nordstrom May 2014 - August 2014
Abercrombie & Fitch April 2012 - February 2014
Abercrombie & Fitch January 2011 - March 2012
Skills
Retail, Time Management, Fashion, Customer Service, Merchandising, Microsoft Excel, Microsoft Word, Sales, Retail Sales, Teamwork, Loss Prevention, Visual Merchandising, Inventory Management, Creative Writing, Innovation, Project Management, Organizational..., Report Writing, Situational Leadership, Stressful Situations, Leadership, Training, Driving Results, Communication, Client Services, Client Development, Microsoft Office, PowerPoint, Store Operations, Management, Social Networking
Education
Salem State University 2011 — 2014
Bachelor of Business Administration (B.B.A.), International Business/Trade/Commerce, Summa Cum Laude
Broadridge December 2014 - Present
Prastio-Mesorotsos (a Univerisity of Edinburgh excavation) July 2011 - September 2013
Mavrides, Moyal, Packman & Sadkin, LLP 2012 - 2013
New York State Museum September 2011 - May 2012
NYSHIP Eligibility Project at Blue Cross Blue Shield 2009 - 2010
Stony Brook University Special Collections and Archives January 2009 - May 2009
Barnes & Noble, Inc. January 2007 - May 2009
Skills
Cultural Anthropology, Anthropology, Archaeology, Cataloging, Human Osteology, Museum Collections, Museums, Field Work, Prehistoric Archaeology, Archaeological Survey, History, Research, Artifact Analysis, Artifact Illustration, Floatation, Bioarchaeology, Sample Fraction, PowerPoint, Historical Research, Archaeological..., Microsoft Office, Topographic Survey, Microsoft Excel, Mac OS, Hand Held GPS, Library Research, Archival Research, ARTstor, Art History, JSTOR, Customer Advocacy, Team Work, Database Maintenance, CONTENTdm
Education
University at Albany, SUNY 2010 — 2012
Anthropology
Stony Brook University 2005 — 2009
Bachelor of Arts (B.A.), Art History, Criticism and Conservation
Wellington C. Mepham High School 2001 — 2005
Regents Diploma
JPMorgan Chase & Co. February 2015 - Present
JPMorgan Chase July 2012 - February 2015
Broadridge 2007 - May 2012
Con Edison 2004 - 2007
Goldman Sachs 2003 - 2004
Lehman Brothers 2000 - 2003
Merrill Lynch 1997 - 1999
Skills
Finance, Forecasting, Mergers & Acquisitions, Financial Analysis, Accounting, Financial Reporting, Corporate Finance, Consolidation, Auditing, Leadership, Team Building, Banking, Mergers, Cash Management, Analysis, Process Improvement, Budgets
Education
Saint Peter's University
MBA, With a focus on Accounting/Finance
Saint Peter's University
BS, Accounting
Broadridge April 2007 - Present
ADP 2005 - 2007
Danka Office Imaging 2004 - 2005
Chase 1993 - 2004
Skills
Employee Relations, Talent Management, Talent Acquisition, Human Resources, Employee Benefits, Training, Employee Engagement, Policy, Organizational..., Leadership Development, Employment Law, Onboarding, Team Building, Process Improvement, Employee Training, HR Consulting, New Hire Orientations, Staff Development, Coaching, Succession Planning, Performance Management, HR Policies, Conflict Resolution, Leadership
Education
State University of New York Empire State College 2002 — 2007
BS, Bachelor of Science, Business, Mgmt & Economics Human Resources
National Grid February 2014 - Present
Broadridge August 2007 - May 2013
Skills
Outlook, Spreadsheets, Word, PowerPoint, Excel
Education
San Buenaventura University Cali 1997 — 2002
Bachelor's degree, Psychology
Suffolk County Community College
General Studies
Broadridge May 2009 - Present
Northwestern Mutual Financial Network December 2006 - April 2009
The Golden Pear Cafe August 2001 - November 2006
American Technical Ceramics May 2006 - October 2006
Universal Music Group May 2005 - August 2005
Skills
Finance, Financial Services, Equities, Securities, Mutual Funds, Investments, Wealth Management, Fixed Income, Asset Management, Relationship Management, Bloomberg, Series 63, Series 7, Financial Analysis, Strategic Financial..., Portfolio Management, Risk Management, Retirement Planning
Education
Stony Brook University 2002 — 2006
Double Major (Business Administration & Economics), Minor- English
Broadridge May 2015 - Present
The Depository Trust & Clearing Corporation August 2014 - May 2015
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas October 2013 - July 2014
Walgreens September 2009 - October 2013
General Motors April 2009 - August 2009
Tata Consultancy Services November 2008 - April 2009
Hyderabad April 2005 - October 2008
Skills
Datastage 8.1, AbInitio, Unix, Oracle11, Datastage 8.5, Quality stage, DB2, Ab Initio, Datastage, ETL, Data Warehousing, ASP.NET, Informatica, Unix Shell Scripting, Teradata, PL/SQL, Data Modeling, Data Warehouse..., Oracle, Business Objects, SDLC, SQL, Shell Scripting, Core Java, DataStage
Education
Sri Krishnadevaraya University
Master of Computer Applications (M.C.A.), Computer Science
BNY Mellon September 2013 - Present
BNY Mellon October 2007 - September 2013
Broadridge April 2006 - October 2007
Econs services 2002 - 2004
Skills
ASP, C++, XML, JavaScript, html, CSS, VBScript, Visual Basic, OOAD, UML, CMM, .NET Compact Framework, VBA, MS Project, Visio, Photoshop, MS Office Suite, FrontPage, Dreamweaver, Crystal Reports, Cognos, Impromptu, RoboHelp, SQL Server, Red Hat Linux, MS Access, Windows (All versions), Visual SourceSafe, System Analysis & Design, HTML, Microsoft Office, Access, SQL, Microsoft SQL Server, Mutual Funds, Data Analysis, Quality Control, DTDs, SDLC, Oracle, VB.NET
Education
Shaheed Zulfikar Ali Bhutto Institute of Science and Technology 2002 — 2004
Masters, Software Engineering
AMC Networks June 2015 - Present
The Rinx June 2013 - Present
Broadridge January 2015 - May 2015
Skills
Management, Microsoft Office, Social Media, Integrated Marketing, Marketing, Customer Service, Writing, English Grammar, Time Management, Event Planning
Education
Stony Brook University 2012 — 2016
Bachelor’s Degree, Business Management - Marketing, Writing, Leadership & Development, Senior
John Jay High School 2009 — 2012
High School
Lincoln Center Theater January 2015 - February 2015
Signature Theatre Company October 2014 - December 2014
The Public Theater September 2014 - October 2014
Ivy League Day Camp & Holiday Picnics June 2013 - August 2014
Oneonta Athletic Department January 2014 - May 2014
Broadridge June 2012 - August 2012
Skills
Microsoft Word, Microsoft Excel, Organization Skills, Sewing, Photoshop, InDesign, Illustrator, Graphic Design, Painting, Drawing, Research, Mac OS, Digital Photography, Market Research, Microsoft Office, PowerPoint, Social Media, Teaching, Photography, Time Management, Fine Art, Mac, Art, Marketing, Graphics, Logo Design, Visual Arts, Posters, Teamwork, Adobe Creative Suite, Video Editing
Education
SUNY Oneonta 2010 — 2014
Bachelor of Arts (B.A.), Art: Concentration in Design, Honors
CAPA International Florence, Italy 2012 — 2012
Art/Art Studies, General
EY October 2014 - Present
EY October 2012 - September 2014
St. John's University August 2011 - January 2012
EY June 2011 - August 2011
Grant Thornton LLP June 2010 - August 2010
Broadridge June 2009 - August 2009
Skills
Accounting, Government Accounting, Auditing, Audit, Financial Reporting, Financial Analysis, Budgeting, Planning, Word, Excel, Spreadsheets, PowerPoint, Microsoft Word, Microsoft Excel, Account Reconciliation, Project Planning, Budgets, Tax, US GAAP, Tax Research, QuickBooks, Financial Accounting, Tax Preparation, Income Tax, GAAP, Accounts Payable, Financial Statements, Bookkeeping, Sarbanes-Oxley Act, General Ledger, Assurance, Finance, Journal Entries, SEC filings, Tax Accounting, Corporate Tax, CPA, External Audit, Cash Flow, Internal Controls, Sarbanes-Oxley, SEC Filings
Education
Saint John's University - Peter J. Tobin College of Business 2007 — 2011
BS/MS Accounting, Accounting
St. Francis Preparatory 2003 — 2007
High School
Broadridge November 2011 - Present
OppenheimerFunds 2000 - 2011
Skills
Illustrator, Graphic Design, Newsletters, Mac, Photoshop, Adobe Acrobat, PowerPoint, Creative Direction, Social Media, Microsoft Excel, Graphics, Advertising, Adobe Creative Suite, Art Direction, InDesign, Multimedia, QuarkXPress, Management, Flash, Dreamweaver, Corporate Branding, Email Marketing, Content Management, Logo Design, Brand Development, Direct Mail, Copywriting
Education
State University of New York at New Paltz
Bachelor of Arts
Broadridge March 2013 - Present
MedSave USA December 2012 - January 2013
Royal Health Care November 2011 - July 2012
SUNY Oneonta August 2007 - May 2011
Dunkin Donuts June 2009 - October 2010
Skills
Human Osteology, Biological Anthropology, Microsoft Word, Microsoft Excel, Archaeology, Excavation, Field Work, Data Entry, Outlook, Anthropology, Museums, Access, PowerPoint, Customer Service
Education
University of Hawaii-West Oahu 2012 — 2012
Archeology
SUNY Oneonta 2007 — 2011
BA, Anthropology/Biology
Uniwersytet im. Adama Mickiewicza w Poznaniu 2009 — 2009
Human Osteology
Broadridge July 2015 - Present
Nicky's on the Bay July 2009 - Present
Make-A-Wish Central New York January 2015 - May 2015
SHRM SUNY Oswego Student Chapter May 2014 - May 2015
Auxiliary Services January 2013 - May 2015
Broadridge December 2014 - January 2015
Macy's December 2013 - January 2014
Broadridge Financial Solutions June 2013 - August 2013
Skills
Customer Service, Microsoft Word, Time Management, Microsoft Excel, Leadership, Teamwork, Microsoft Office, Public Speaking, Sales, Data Entry, Business Intelligence, Determination, Food Service, Restaurants, Food & Beverage, Cashiering, Project Management, Project Support, Talent Management, Process Improvement, PowerPoint, Quality Assurance
Education
State University of New York College at Oswego 2011 — 2015
Bachelor of Science (B.S.), Human Resources Management
Broadridge October 2011 - Present
North Shore-Long Island Jewish Health System December 2009 - March 2010
Cablevision February 2009 - November 2009
GSS Inc November 2006 - October 2008
AutoOne Insurance February 2003 - November 2006
Skills
Recruitment/Retention, Contract Recruitment, College Recruiting, Student Recruitment, HR Policies, Global HR, Employee Relations, Employee Benefits, Employee/Labor Relations, Employee Counseling, Employee Management, Applicant Tracking..., Talent Acquisition, Talent Development, Talent Selection, Talent Management, Talent Identification, Training & Development, Insurance, Underwriting, Work Under Pressure, College Counseling, Negotiation, Sourcing, Creative Sourcing, Strategic Sourcing, Social Networking, Large Group Facilitation, Student Counseling, Resume Writing, Interviews, Onboarding, Employment, Recruiting, Human Resources, Employee Training, Workshop Facilitation, Student Recruiting, Training, CRM, Industrial Relations, Technical Recruiting, Internet Recruiting, Hiring, Executive Search, Temporary Placement, Screening, Management
Education
Stony Brook University
B.S., Business Management
Kings Park High School
Broadridge March 1992 - Present
Dataphile Software Ltd. March 1992 - 2003
Skills
Progress 4GL, IT systems development, Systems Development..., Information Systems, Systems Integration, Outsourcing Management, Vendor Management, ITIL v3 Foundations..., Trading Systems, Brokerage Operations..., Implementing..., Manage Client..., Capital Budgeting, Change Management, Service Bureau Audit..., Facilities Management, Systems and Application...
Education
Simon Fraser University 1986 — 1991
BBA, Marketing, Computing Science
Broadridge November 2011 - Present
Skills
PMP, Leadership, SDLC, PMO, Software Project..., Visio, IT Management, Requirements Analysis, Business Analysis, MS Project, Vendor Management, Risk Management, Information Security, Cross-functional Team..., Quality Assurance, Information Technology, Management, IT Strategy, Analysis, Strategy, CRM, Project Management, Team Building, Disaster Recovery
Education
Chubb Institute of Technology 1996 — 1997
Top Gun
State University of New York at Stony Brook
Bachelor
WidexUSA June 2013 - Present
Northrop Grumman Aerospace Systems August 2010 - June 2013
VAI May 2008 - April 2010
Broadridge April 2006 - May 2008
Auto One 2004 - 2006
Ericsson September 2000 - February 2003
Cablevision September 1998 - September 2000
Skills
Software Development, XML, SQL, Unix, Agile Methodologies, Web Services, Software Project..., Telecommunications, Requirements Analysis, Software Engineering, Integration, Java, UML, Architectures, Linux, System Architecture, Testing, Software Design, JavaScript, Databases, Perl, Systems Engineering, Visio, Enterprise Architecture, ClearCase, Eclipse, Windows, Database Design, C++, Oracle, SOA, C, SDLC
Education
State University of New York at New Paltz 1987 — 1990
New Paltz
Broadridge May 2012 - Present
ADP April 2007 - May 2012
ADP Brokerage Services Group August 2004 - March 2007
Hewlett-Packard September 2003 - August 2004
Commerzbank June 2002 - June 2003
Deutsche Bank July 2000 - May 2002
Bankers Trust August 1995 - July 2000
Perkins & Will 1992 - 1995
Orkand 1990 - 1992
Naval Weapons Station Earle 1989 - 1992
Skills
Unix, Integration, SQL, Perl, Java, Databases, Apache, Access, HTML, C, Oracle, AIX, RedHat, Servers, Disaster Recovery, Solaris, Linux, Sybase, SDLC, Microsoft SQL Server, Technical Support, Performance Tuning, SOA, Security, Shell Scripting, High Availability, Operating Systems, Enterprise Software, ITIL, Cloud Computing, System Administration, Testing, Troubleshooting, Enterprise Architecture, Windows, System Deployment, Data Center, VMware, SharePoint, Quality Assurance, Virtualization, Business Process, Software Documentation, IT Strategy, Requirements Analysis, IT Management, Visio, Management, Vendor Management, IT Operations
Education
Rutgers, The State University of New Jersey-Newark 1996 — 2007
BA - Sociology Cum Laude, Human Development, Technology, Communication, Writing
Autosys Admin 2005 — 2005
Linux Red Hat Admin 2005 — 2005
Serena PVCS Admin 2004 — 2004
Ajilon Online Training 2003 — 2003
Shell Programming
AppMind 2003 — 2003
AppMind integration with OpenView
Hewlett-Packard 2003 — 2003
Open View Administration
SUSE Linux Admin 2002 — 2002
IQFinancial 2002 — 2002
Supporting Loan IQ
Sun Education 1999 — 2001
Java, Solaris Administration
Broadridge July 2011 - Present
ClearVision Optical June 2009 - July 2011
Olympus Corporation of America January 2008 - May 2009
Olympus America Inc. February 1996 - January 2008
Reich & Tang Funds February 1993 - February 1996
Skills
Disaster Recovery, Vendor Management, Program Management, Data Center, Security, IT Management, IT Strategy, Process Improvement, SDLC, Leadership, Project Management, Enterprise Architecture, Troubleshooting, Team Leadership, ITIL, Servers, Telecommunications, Integration, ERP, Management, Cross-functional Team..., Business Process..., Change Management
Education
State University of New York College at Cortland
BS, Math, Computer Science
Stony Brook University
Masters of MGT & Policy
Broadridge April 2008 - Present
BrickWall Corp October 2005 - January 2008
Skills
Fixed Income, Securities, Risk Management, Business Analysis, Financial Services, Capital Markets, Bloomberg, Equities, Visio, SDLC, Trading Systems, Finance
Education
Seton Hall University 2000 — 2005
Business, Sports Management
Broadridge February 2009 - November 2014
Broadridge Financial 2008 - 2009
ScotiaMcLeod 2007 - 2008
Scotia Cassels 2004 - 2007
Skills
Project Management, Account Management, Relationship Management, MS Project, Google Docs, SharePoint, Financial Services, Strategic Financial..., Strategic Planning, Team Leadership, Risk Management, Portfolio Management, Business Analysis, Equities, Financial Planning, Investments, Mutual Funds, Securities, Vendor Management, Management
Education
University of Toronto 2010 — 2011
Project Management Certificate, Project Management
Seneca College of Applied Arts and Technology 2000 — 2003
Business Admin, Financial Planning
University of Pennsylvania Law School August 2014 - Present
U.S. District Court for the Southern District of New York May 2015 - July 2015
Greenberg Traurig, LLP 2012 - July 2014
Bernstein Litowitz Berger & Grossmann LLP 2011 - 2012
Cadwalader, Wickersham & Taft LLP 2011 - 2011
Broadridge June 2009 - August 2009
Capital Markets Advisors, LLC June 2008 - August 2008
Skills
Document Review, Bloomberg Terminal, Case Analysis, PACER, Bloomberg Software, Courtlink, DM5, FileSite, Data Analysis, Financial Research, Asset Backed Financing, Document Retrieval, Excel models, Damages, Corporate Credit, Concordance
Education
University of Pennsylvania Law School
Juris Doctor
St. John's University, The Peter J. Tobin College of Business
B.S., Business Management, Minor in Philosophy
Broadridge December 2013 - Present
Broadridge November 2012 - December 2013
Skills
Customer Service, Management, Project Management, Business Analysis, Process Improvement, Strategic Planning, Financial Analysis, Research, Risk Management, Social Media
Education
State University of New York College at Cortland 2008 — 2012
Bachelor Business Economics, Business
State University of New York College at Cortland
JetBlue Airways September 2014 - Present
JetBlue Airways September 2011 - September 2014
Broadridge June 2011 - September 2011
Capital One January 2010 - May 2011
Emerging Health Information Technology October 2008 - December 2009
City of New York April 2008 - October 2008
TimeLink August 2007 - April 2008
Cincinnati Financial Corporation July 2006 - August 2007
Paycor January 2005 - July 2006
Paychex, Inc. July 2001 - December 2004
Skills
SQL Server 2005/2000, Business Analysis, Data Analysis, SQL, Requirements Gathering, SDLC, Product Requirements, Requirements Analysis, User Acceptance Testing, Business Requirements, Visio, Documentation, Access, SQL Server, SharePoint, MS Project, Excel, Microsoft Office, Systems Analysis, Business Process, Problem Solving, Analysis, Microsoft Excel, Software Documentation, Agile & Waterfall..., Requirements..., Gap Analysis, Management, Vendor Management, Process Improvement, Mobile Applications, Quality Assurance, Databases, Business Process..., Program Management, Quality Center, Testing, Project Management, Software Project..., Troubleshooting, Test Planning, Training, Cross-functional Team..., Leadership, Business Intelligence, Agile Methodologies, PMP, Product Management, Project Portfolio..., Microsoft SQL Server
Education
Walden University 2006 — 2007
Bachelor of Science, Business Administration with minor in Information Systems
State University of New York College at Brockport 1992 — 1994
English, Broadcasting
Broadridge March 2010 - Present
Horizon Blue cross and Blue shield of NJ August 2008 - April 2010
AXS-One November 2003 - April 2008
Pfizer September 2001 - September 2004
Prudential Financial September 1997 - August 2001
Sonata Software 1996 - 1997
Omnix International 1994 - 1995
Omnix International 1994 - 1995
Omnix International 1994 - 1995
Omnix International 1994 - 1995
Skills
Security, Enterprise Architecture, Software Development, Business Analysis, Business Intelligence, SDLC, Solution Architecture, Software Project..., Project Management, MS Project, Business Process..., Requirements Analysis, Enterprise Software, Information Security..., Agile Methodologies
Education
S.V.U. University 1988 — 1992
Engineering
Sri Venkateswara University 1988 — 1992
Engineering
Sri B Swamidas English Medium School
Sri B Swamidas English Medium School
Broadridge October 2008 - May 2015
Welcome Wagon, Division of Move Inc. September 2005 - October 2008
Paltalk, A.V.M. Software, Inc. April 2004 - September 2005
Cendant Corporation (formerly AVIS) June 1995 - April 2004
Skills
SDLC, Software Project..., Enterprise Architecture, Requirements Gathering, Requirements Analysis, Software Development, Agile Methodologies, Business Analysis, IT Strategy, Vendor Management, Integration, SOA, Web Services, Unix, SQL, XML, JavaScript, Oracle, DB2, Disaster Recovery, Project Management, Process Improvement, IT Management, E-Commerce, Information Security, Compliance & Change..., Process Redesign &..., Onshore & Offshore..., Strategic Planning, Budgeting, Customer Satisfaction, Database Design, Application Architecture, Change Management, Enterprise Reporting..., Web Analytics, Web Content Management, Web Development
Education
Stony Brook University 1993 — 1995
Bachelor’s Degree, Computer Science
Broadridge 2015 - 2015
Broadridge 2015 - 2015
Broadridge 2015 - 2015
UBS Wealth Management July 2012 - November 2014
Bank of America May 1987 - May 2012
Skills
Prime Brokerage, Fixed Income, Trading Systems, Mutual Funds, Equities, Market Data, Electronic Trading, Investment Banking, Derivatives, Securities, Middle Office, Vendor Management, Business Analysis, Financial Services, Capital Markets, Operational Risk, Sybase, Equity Trading, Hedge Funds
Education
Rutgers, The State University of New Jersey-Newark 1976 — 1980
BA
BNY Mellon October 2012 - Present
MacKay Shields August 2012 - October 2012
Swapclear, LCH Clearnet January 2012 - July 2012
Inverness Counsel LLC March 2010 - December 2011
KBW January 2009 - March 2010
Broadridge November 2008 - December 2008
Macquarie Bank April 2008 - October 2008
U.S. Trust June 2003 - April 2008
U.S. Trust Co. NA June 2001 - June 2003
U.S. Trust Co. NA March 2000 - June 2001
Skills
Wealth Management, Process Improvement, Equities, Asset Management, Bloomberg, Trading Systems, Risk Management, Compliance, Capital Markets, Vendor Management, Banking, Business Analysis, Derivatives, Portfolio Management, Financial Analysis, Financial Markets, Due Diligence, Change Management, Management Consulting, Requirements Gathering, Fit/Gap Analysis, Factset, Project Planning, Project Reporting, UI testing, Business Requirements, Alternative Investments, Business Strategy, Mentoring, MS Project, Process Mapping, Workflow, Workflow Analysis, System Requirements, Test Planning, User Acceptance Testing, System Testing, Visio, Thomson One, MS Office Suite, Vendor Relations, Murex, Treasury Services, Asset Managment, Microsoft Office, Strategy, Mutual Funds, Project Management, Fixed Income, Investments
Education
Sacred Heart University 1991 — 1994
MBA, Finance
Sacred Heart University 1984 — 1987
BS, Finance and Business Administration
Mitsubishi UFJ Securities (USA), Inc. May 2015 - Present
Credit Suisse November 2014 - May 2015
Barclays Capital July 2010 - November 2014
Barclays Capital June 2009 - August 2009
Broadridge June 2008 - August 2008
Forex Capital Markets May 2007 - May 2008
Education
St. John's University, The Peter J. Tobin College of Business 2006 — 2010
Broadridge SupervisorBroadridge Financial Solutions1999 - Present
Education
Siena College 1995 — 1999
Accenture (TMHP) March 2009 - Present
Broadridge October 2008 - February 2009
Texas Medicaid & Healthcare Partnership, Austin, TX June 2006 - September 2008
Motorola (Printrak) September 2003 - May 2006
Wachovia (First Union) 1998 - 2002
Tandem Telecom 1995 - 1997
Westinghouse Electronic Systems 1994 - 1995
Worldcom (Metromedia / LDDS) 1993 - 1994
Sprint (United Telecom) 1992 - 1993
Dell 1990 - 1993
Skills
COBOL, Microsoft SQL Server, ETL, Requirements Analysis, Analysis, Integration, Agile Methodologies, SQL, Software Development, Databases, Data Warehousing, Business Analysis, SDLC, C, Oracle, Business Intelligence, Data Modeling, Systems Analysis, Enterprise Architecture, SOA, Visio, Database Design, SharePoint, Solution Architecture, Testing, Business Process, Requirements Gathering, Software Project..., IT Strategy, Data Migration, Business Objects, PL/SQL, Data Integration, Business Requirements, Performance Tuning, Agile Project Management, HP Quality Center
Education
Tarrant County College
The University of Texas at Austin
Western Hills
Stone Canyon Consulting Group July 2014 - Present
Argyle Data Incorporated (formerly uCIRRUS Corporation) November 2012 - June 2014
Broadridge February 2011 - November 2012
Stone Canyon Consulting Group October 2005 - February 2011
HP July 1981 - October 2005
Skills
HP NonStop, Enterprise Architecture, Disaster Recovery, High Availability, Data Warehousing, COBOL, SDLC, Requirements Analysis, Systems Management, SQL, HP, Integration, Software Development, Solution Architecture, Databases, C++, Visual Basic, NonStop SQL, Java, Business Intelligence, ETL, Cloud Computing, Unix, Architecture, Enterprise Software, Performance Tuning, Pre-sales, Software Project..., Database Design, Data Modeling, DB2, IT Strategy, SOA, Architectures
Education
Southeast Missouri State University 1972 — 1976
BS, Computer Science
Broadridge January 2009 - Present
Education
State University of New York Empire State College
Broadridge 2006 - Present
Education
St. John's University, The Peter J. Tobin College of Business 2004 — 2007
Broadridge 2004 - Present
Dreyfus June 1995 - June 2004
Coopers & Lybrand August 1993 - June 1995
Skills
UI Design, Mobile Development, .NET Development, Agile Methodologies, Enterprise Architecture, JAVA Development, Business Process Design, Databases, Security, Leadership, .NET, Enterprise Software, Vendor Management, Big Data, SaaS, IT Strategy, SDLC, Software Project..., Business Analysis, Requirements Analysis, Integration, IT Management, Software Development, Solution Architecture, Requirements Gathering, Disaster Recovery, SharePoint, Web Development, Project Management, SOA, Application Architecture, Architectures, Java, Information Technology, Mobile Applications, User Interface Design, Architecture
Education
Siena College 1989 — 1993
Bachelor of Science (B.S.), Computer Science
Commack High School 1985 — 1989
High School
Broadridge Financial Solutions July 2013 - Present
Broadridge 2009 - June 2013
Goldman Sachs 2007 - 2009
Vision Multimedia Technologies, LLC 2005 - 2007
Skills
Application Security, Security, Risk Management, Penetration Testing, Vulnerability Assessment, Java, .NET, ASP.NET MVC, ISO 27001, CISM, Information Security, Security Architecture..., Information Security..., Data Security, Computer Security, Security Engineering, Vulnerability Management, Web Application Security, Incident Management, Business Continuity..., Risk Assessment, Security Audits, Disaster Recovery, Enterprise Risk..., Business Continuity, PCI DSS, CISSP, Identity Management, Management, SDLC, Enterprise Architecture, Leadership, Enterprise Software, Cloud Computing
Education
Stanford University 2009 — 2010
Strategic Decision and Risk Management
The Johns Hopkins University 2002 — 2006
MS
The Johns Hopkins University 2002 — 2005
BS
Broadridge December 2007 - Present
First Data Corp. September 2007 - December 2007
American Home Mortgage November 2004 - August 2007
LANCO Corp. November 2003 - November 2004
Marders Nurseries August 2002 - August 2003
State of South Carolina - Dept. of Health and Environmental Control May 2000 - June 2002
First Union National Bank October 1996 - May 2000
Skills
VMware, Microsoft Exchange, Servers, Windows Server, IT Management, Virtualization, Data Center, Leadership, Shell Scripting, Disaster Recovery, Active Directory, Vendor Management, Enterprise Architecture, Cloud Computing, Finance, Integration, Technical Support, SDLC, Strategic Financial..., System Administration, Windows, IT Strategy, Business Analysis, Infrastructure, Networking
Education
Stevens Institute of Technology 2012 — 2013
Masters Certificate, Information Technology Project Management
SUNY Stony Brook 2007 — 2008
University of North Carolina at Greensboro 1993 — 1995
Bachelor's degree, English Language and Literature, General
Pershing, a BNY Mellon company October 2013 - Present
BroadRidge December 2006 - Present
CenterStone Software December 2005 - December 2006
SBC 2003 - 2005
Skills
Oracle, Microsoft SQL Server, Business Intelligence, SDLC, Agile Methodologies, SQL, Business Analysis, ETL, PL/SQL, Data Modeling, Data Warehousing, Software Project..., Java, Requirements Analysis, Software Development
Education
University of Madras 1996 — 1999
Master of Computer Applications (M.C.A.), Computer Science
Sri Krishnadevaraya University 1992 — 1995
B.A, Mathes, Economics, Statistics
vidyaranya oriental high school
Broadridge June 2012 - Present
Broadridge May 2008 - May 2012
Lib/Go Travel Inc. May 2004 - May 2008
Liberty Travel 2004 - 2008
Skills
Oracle E-Business Suite, Oracle Applications, SDLC, Systems Analysis, LoadRunner, Oracle, Business Intelligence, Business Analysis, Visio, Unix, SQL, Databases, Software Development, QTP, Quality Assurance, Software Quality..., SOA, Test Automation, Testing, Quality Center
Education
South Gujarat University 1996 — 1999
CA August 2007 - Present
Broadridge May 2007 - August 2007
Education
Siena College 2003 — 2007
MSC Industrial Supply Co. 2011 - Present
TransPerfect 2009 - 2011
Broadridge 2004 - 2009
Dell Inc. (formerly known as Plural) 1995 - 2004
Barnes & Noble 1994 - 1995
Parikh & Associates 1992 - 1994
Skills
Financial Analysis, Management, Financial Reporting, Accounting, Process Improvement, Finance, Financial Modeling, Analysis, Auditing, Business Analysis, Business Strategy, Business Planning, Business Intelligence, Forecasting, Databases, Sarbanes-Oxley Act, GAAP, Tax, Access, Microsoft Excel, SQL, Payroll, Accounts Payable, Accounts Receivable, Financial Statements, General Ledger, Budgets, Strategy, Strategic Planning
Education
St. John's University, The Peter J. Tobin College of Business 1988 — 1994
MBA/Bsc., Finance and Accounting
Wolters Kluwer Nederland B.V. January 2015 - Present
Broadridge August 2008 - December 2014
PepsiCo August 1995 - August 2008
Frito Lay 1996 - 2001
Skills
Human Resources
Education
Southern Methodist University - Cox School of Business 1998 — 2000
MBA
The Catholic University of America 1988 — 1992
BA, English
Broadridge February 2011 - Present
NBTY, Inc. 2008 - October 2010
Motorola 2003 - 2007
Cablevision January 2000 - August 2002
Skills
C-Level Executive..., Acute Organizational..., 18 Years of Progressive..., Quality Assurance, Budgets, Visio, Access, Vendor Management, Process Improvement, IBM iSeries, Microsoft Excel, Management, SharePoint, Microsoft Project, Software Documentation, System Administration, Troubleshooting
Education
Suffolk County Community College 1978 — 1981
Broadridge March 2004 - Present
IBM January 1979 - April 2003
Education
San Jose State University 1977 — 1978
BSBA, Business, Computer Science
Texas Tech University 1969 — 1971
East Anchorage High 1966 — 1969
Broadridge February 2015 - Present
Liquidnet March 2006 - September 2014
UBS Securities Co., Ltd October 2004 - March 2006
Skills
Salesforce.com, Electronic Trading, Equity Trading, Equities, Trading Systems, Series 7, Options, Financial Markets, Trading, Securities, Bloomberg, Series 63, Financial Services, Hedge Funds, Equity Derivatives, FINRA, Middle Office, Bloomberg Terminal, Restaurant Management, Waiting, Sales Operations, Relationship Management
Education
Stony Brook University 1994 — 1998
B.A., Political Science
Monsignor Farrell
Broadridge July 1998 - Present
BROADRIDGE FINANCIAL SOLUTIONS (Formerly ADP Brokerage Services Group) 1998 - Present
ADP 1998 - 2007
BOC Gases August 1996 - July 1998
Skills
Sarbanes-Oxley Act, Financial Reporting, Financial Analysis, Accounting, Process Improvement
Education
Rutgers, The State University of New Jersey-Newark
Broadridge July 2001 - Present
Putnam Investments August 1999 - July 2001
Caldor June 1988 - March 1999
Education
Southern New Hampshire University
Bachelor of Science (BS), Business Administration and Management, General
Broadridge September 2014 - Present
Fidelity Investments January 2011 - June 2014
Fidelity Investments January 2006 - December 2010
Fidelity Investments January 2001 - December 2006
Fidelity Investments December 1999 - December 2000
Fidelity Investments June 1998 - November 1999
Skills
Business Analysis, SDLC, Agile Methodologies, Software Project..., Requirements Gathering, Process Improvement, Requirements Analysis, Visio, Business Process..., Business Requirements, Vendor Management, Testing
Education
Southern New Hampshire University
Associate's degree, Accounting
Broadridge December 2008 - Present
Adecco Staffing July 2008 - December 2008
Adecco August 2006 - July 2008
Education
State University of New York at New Paltz 2001 — 2003
B.S., Management, Marketing
State University of New York at Delhi 1999 — 2001
A.S., Business Administration
Broadridge March 1998 - Present
Curves for Women October 1996 - October 2008
Education
State University of New York College at Plattsburgh 1987 — 1991
Bachelors, Communication Arts
CITCO August 2014 - Present
IFDS May 2013 - August 2014
Broadridge December 2008 - May 2013
SunGard April 2007 - December 2008
Skills
Software Development, XML, SDLC, UML, Visual Studio, JavaScript, Visio, Progress 4GL, Unix, Requirements Gathering, Integration
Education
CSI 2010 — 2011
Certificate in Canadian Securities, Completed 2 levels
University of Toronto 2008 — 2009
Certificate in PM, Project Management
Ryerson University 2002 — 2006
Bachelors, Electrical Engineering
Macy Liu Consultant Inc. October 2003 - Present
Broadridge June 2009 - February 2011
Broadridge January 2006 - June 2009
Arts Umbrella 1997 - 2008
Arts Umbrella October 2003 - February 2004
Broadridge 2000 - 2003
Skills
Financial Services, Project Management, Strategic Planning, Data Analysis, Business Analysis, Change Management, Analysis, Business Intelligence, Business Process..., Vendor Management, IT Strategy, SDLC, Requirements Analysis, Software Project...
Education
Simon Fraser University
broadridge December 2009 - Present
Broadridge 2006 - 2012
Broadridge Financial Solutions 2006 - December 2009
Marcus Schloss 1985 - 1992
Skills
Visio, Business Analysis, Agile Methodologies, Program Management, Securities, Project Management, Vendor Management, Process Improvement, Technical Documentation, Technical Communication, Software Development, Fixed Income, FrameMaker, Financial Services, Technical Writing, Requirements Gathering, Management, Business Process...
Education
State University of New York College at Brockport 1975 — 1979
south shore high school 1971 — 1975
Broadridge April 2009 - Present
Broadridge Financial Solutions April 2009 - Present
HSBC November 2005 - August 2008
HSBC Global Technology November 2005 - October 2007
Manugraph Industries Ltd March 2003 - January 2005
Skills
Exstream/HP Dialogue, Dialog Programs, JCL
Education
Shivaji University
Bachelors, Computer Science and Engineering
Broadridge September 2014 - Present
Broadridge September 2010 - September 2014
StockTrans, a Broadridge Company December 2007 - September 2010
Currency Now September 2006 - December 2007
Help Now Consulting January 2004 - September 2006
Skills
Excel, Customer Relations, Microsoft Office, Word, PowerPoint, Customer Service, MS Project, Access, SharePoint, Microsoft Excel, Microsoft Word, Process Improvement, Project Management, Relationship Management, Salesforce.com
Education
Saint Joseph's University
BlackRock January 2014 - Present
KPMG June 2011 - December 2013
Geneseo Student Association June 2010 - May 2011
The Lamron August 2009 - May 2010
SUNY Geneseo Activities Commission August 2008 - May 2010
Broadridge June 2009 - December 2009
Prudential Douglas Elliman May 2008 - August 2008
Schwartz & Sinski, PC May 2007 - August 2007
Skills
Excel, PowerPoint, Word, Accounting, Budgeting, Microsoft Excel, Budgets, Microsoft Word, Management, Research, Microsoft Office, Training, Tax, Finance, Human Resources
Education
State University of New York College at Geneseo 2007 — 2011
BS, Accounting
Harborfields High School 2003 — 2007
Broadridge June 2009 - September 2012
Broadridge Financial Solutions April 2008 - June 2009
Broadridge Financial Solutions July 2007 - April 2008
RBC Capital Markets April 2007 - July 2007
Skills
Onboarding, Applicant Tracking..., Workforce Planning, Talent Acquisition, Talent Management, Employee Relations, Succession Planning, Performance Management, PeopleSoft, Recruiting, HRIS, Contract Recruitment, Organizational..., Sourcing, Human Resources, Employee Engagement, College Recruiting, Employee Benefits
Education
Saint Peter's College 2009 — 2011
MBA, Human Resources
Rutgers University-New Brunswick 2001 — 2005
BA, Communication and Sociology
Johnson & Johnson April 2010 - Present
Broadridge August 2007 - April 2010
Ernst & Young August 2003 - August 2007
Education
Rutgers, The State University of New Jersey-Newark 2002 — 2003
MBA, Accounting
Rutgers, The State University of New Jersey-Newark 1997 — 2002
BS, Finance
Broadridge July 2015 - Present
Anchor Computer February 2013 - July 2015
Plainedge Public Schools & Girl Scout Troop 3589 September 1998 - January 2013
JPMorgan Chase 1988 - 1997
JPMorgan Chase 1984 - 1988
JPMorgan Chase 1981 - 1984
Skills
Business Process..., Financial Analysis, Project Management, Customer Service, Technical Documentation, Software Development, Software Documentation, End User Training, Microsoft Office, User Acceptance Testing, Windows, Training, Process Improvement, Microsoft SQL Server, Leadership, PMO, Management, CRM, Database Design, Databases, Analysis, SDLC, Business Analysis
Education
Saint John's University - Peter J. Tobin College of Business
MBA, Finance
Saint John's University
BA, Major Economics/ Minor Business
JPMorgan Chase Company Training
Computer Programming, DB2, COBOL, BAL, CICS, IBM JCL
Broadridge 2014 - 2015
Broadridge 2014 - 2015
Forest Laboratories May 2010 - March 2014
KPMG LLP April 2003 - March 2009
Credit Lyonnais Securities July 2000 - January 2003
Skills
Administrative Support, Outlook, Excel, Expenses, Word, PowerPoint, Microsoft Office, Access, Data Entry, Customer Relations, Customer Service, Telephone Skills, Office Management, Microsoft Word, Administrative..., Microsoft Excel, Invoicing, Event Planning, Budgets, Administrative..., Accounting
Education
Seton Hall University 1980 — 1982
Westside Community Schools May 2013 - Present
Westside Community Schools August 2012 - May 2013
The Epiphany School September 2009 - June 2012
Broadridge July 2007 - February 2009
Skills
Teaching, Editing, Research, Microsoft Office, Project Management, PowerPoint, Social Media, Public Speaking, Microsoft Excel, Data Analysis, Event Planning, Salesforce.com, Customer Service, Microsoft Word, Financial Services, Strategic Planning, Account Management, Non-profits, Analysis, Fundraising, Time Management, Email Marketing
Education
University of Nebraska at Kearney 2011 — 2015
Master of Education (M.Ed.), Reading PK-12
The New School 2007 — 2009
MFA, Writing for Children
Saint Joseph's University 2004 — 2007
BA, English, Education
Broadridge June 2009 - Present
Metropolitan National Bank August 2006 - January 2009
Education
St. John's University, The Peter J. Tobin College of Business 2008 — 2010
MBA, Finance
York University 2001 — 2005
B.S., Information System System
Broadridge March 2010 - Present
CIBC World Markets February 1999 - January 2009
SG Warburg & Co., Inc September 1986 - August 1996
Education
Rutgers, The State University of New Jersey-Newark 1977 — 1981
BA, Accounting
Starbucks Coffee Company February 2007 - Present
Broadridge June 2008 - August 2008
Education
St. John's University, The Peter J. Tobin College of Business 2006 — 2010
BS, Economics
Broadridge Proxy ConsultantBroadridge Financial Solutions2009 - Present
Education
Suffolk University 1974 — 1978
Pivotal Integrated HR Solutions July 2012 - Present
Jmichaels December 2011 - May 2012
JM (CANADA) INC December 2011 - May 2012
Broadridge Financial January 2010 - August 2010
Broadridge Investor Communication January 2010 - August 2010
Broadridge March 2008 - August 2010
Broadridge Investor Communication March 2008 - January 2010
Royal Bank June 2006 - March 2008
RBC Insurance April 2006 - March 2008
Skills
Account Reconciliation, Accounting, Accounts Payable, Invoicing, Financial Accounting, Financial Reporting, Payroll, Variance Analysis
Education
Sheridan College 2008 — 2009
Payroll Compliance Practioner, Payroll
VLB Jannaki Ammal Colelge of Arts and Science 1997 — 2000
Bachelor of Science
Kawa Global University
Master, Business Administration
SIV
Sheridan College
BNP Paribas April 2014 - Present
Barclays Capital September 2012 - March 2014
Everest Reinsurance June 2012 - September 2012
Credit Suisse First Boston September 2011 - June 2012
Credit Suisse First Boston July 2008 - August 2011
Broadridge April 2008 - July 2008
BR Guest November 2007 - March 2008
Welcome Wagon Area 268 June 2007 - November 2007
The Princeton Review January 2007 - June 2007
AUM InfoTech January 2001 - December 2006
Skills
ASP.NET, WCF, SSRS, Silverlight, WPF, C#, .NET, Microsoft SQL Server, Web Services, Visual Studio, WF, LINQ, TFS, SOA, Entity Framework, MVVM, XML, XAML, WCF Services, T-SQL, WinForms, NUnit, ASP.NET MVC, Design Patterns, SSIS, XSLT, Test Driven Development, VB.NET, ADO.NET, IIS, VSS, Agile Methodologies, SDLC, Scrum
Education
Sardar Patel University
MCA, Computers
BlackRock August 2010 - Present
Broadridge July 2008 - June 2010
Skills
Coaching, HRIS, PeopleSoft, Onboarding, Applicant Tracking..., Talent Management, Talent Acquisition, Human Resources, Microsoft Excel
Education
Stony Brook University
MBA, Human Resources
Broadridge 1998 - Present
Bank of Boston 1989 - 1998
Ivy Funds 1985 - 1988
Skills
Asset Managment, Mutual Funds, Global Custody, Project Management, Business Analysis, Investments, Relationship Management, Team Leadership, Defined Contribution, Securities, Equities, Fixed Income, Process Improvement, Financial Services, Middle Office, Account Management, Corporate Actions, Vendor Management, Microsoft Excel, Customer Service, Settlement, Back Office, Business Requirements, Management, Asset Management, Client Services, Training
Education
Stonehill College
BA, English Studies, Business Minor
NRC National Response Corporation May 2014 - Present
Arbonne International January 2010 - Present
Sage Parts Plus, Inc. July 2010 - May 2014
Hawkeye LLC May 2007 - May 2010
Broadridge 2003 - 2005
Skills
Customer Service, Strategic Planning, Account Reconciliation, Accounting, Accounts Payable, Auditing, Budgets, Financial Analysis, Financial Reporting, Inventory Management, Management, Microsoft Excel, Outlook, Project Management
Education
Stony Brook University 2001 — 2005
BS, Biology
The Garden City Group March 2011 - Present
Broadridge 2008 - 2011
Skills
Financial Services, Process Improvement, Management, Leadership, Portfolio Management, Project Management, Team Leadership, Training, Microsoft Excel, Public Speaking
Education
St. John's University 2007 — 2011
MBA, International Business
St. Francis College 2000 — 2004
B.A., Economics
MicroPact, Inc November 2014 - Present
ARK Solutions, Inc. October 2013 - October 2014
MicroAutomation April 2012 - October 2013
Broadridge November 2007 - March 2012
Arrow Electronics November 2006 - November 2007
Skills
SDLC, Requirements Analysis, Business Analysis, PMP, Program Management, Project Management, Integration, Enterprise Architecture, Visio, Software Project..., Vendor Management, MS Project, SharePoint, Team Leadership, Process Improvement, SQL, XML, Project Planning, Agile Methodologies, IVR, CTI, Project Portfolio..., Requirements Gathering
Education
SUNY Potsdam 2000 — 2004
Bachelors, Communications
Broadridge Senior Quality AnalystBroadridge Financial Services2010 - Present
Broadridge September 2004 - Present
Investec Ernst & Company December 1998 - July 2003
Nikko Securities Co. International Inc December 1991 - December 1998
Maersk Data Inc. (USA) January 1986 - December 1991
Skills
SDLC, Fixed Income, Capital Markets, Securities, Trading Systems, Business Analysis, Equities, Prime Brokerage, Bloomberg, Business Requirements, Derivatives, Investment Banking, SQL, Software Development, Software Documentation, Testing, Vendor Management, DB2
Education
Saint Peter's College 1981 — 1986
Bachelor's degree, Major Computer Science Minor Mathematics
Saint Peter's University 1981 — 1985
Bachelor of Science (BSc), Mathematics and Computer Science
Broadridge Financial Solutions January 2014 - Present
Broadridge February 2009 - January 2014
Gloucester Graphics, Inc. August 1990 - January 2009
Skills
Financial Services, Mutual Funds, Investments, Financial Analysis, Vendor Management, Business Analysis, Fixed Income, Securities, Requirements Analysis, Product Management
Education
Salem State University 1993 — 1997
Bachelor, Accounting
Morgan Stanley July 2013 - Present
Morgan Stanley July 2012 - July 2013
T. Rowe Price September 2010 - July 2012
COMMERCE ONE FINANCIAL September 2009 - September 2010
Broadridge June 2008 - August 2008
Skills
CFA Level II Candidate, Series 7, Series 63, Fixed Income, Bloomberg Terminal, Microsoft Excel, Bloomberg, Finance, Financial Services, Financial Analysis, Research, Microsoft Office, Asset Management, PowerPoint, Mutual Funds, Data Analysis, Market Research, Equities, Outlook, Microsoft Word, Social Media, Insurance, Interviews, Public Speaking, Marketing, Access
Education
Saint Joseph's University 2005 — 2009
B.A., Major in Finance; minor in Italian (member italian honors society)
Saint Joseph's University 2005 — 2009
Bachelor of Science, Business Administration; Finance
Saint Joseph's University - Erivan K. Haub School of Business 2005 — 2009
Bachelor's degree, Finance, General
Fiserv Investment Services September 2012 - Present
Broadridge March 2005 - September 2012
SunGard Investment Management 1987 - 2002
Skills
Financial Reporting, Cash Management, Financial Modeling, Strategic Financial..., Financial Analysis, Strategy, Strategic Planning, Corporate Finance, Finance, Forecasting, Budgets, Sarbanes-Oxley Act, Cost Accounting, Leadership, Analysis, Management, Managerial Finance, Financial Planning, Variance Analysis
Education
Seton Hall University
BS, Finance
Broadridge March 2008 - August 2013
Marsh & McLennan Companies, Inc. August 2006 - February 2008
Prudential Financial May 1988 - August 2006
Skills
Sarbanes-Oxley Act, Financial Reporting, Variance Analysis, Financial Analysis, Account Reconciliation, Accounting, Auditing, Financial Accounting, Internal Controls, Strategic Financial..., Financial Modeling, US GAAP, General Ledger, Hyperion Enterprise, Cash Management, Accruals, Sarbanes-Oxley, Essbase, Financial Statements, GAAP, Fixed Assets, Acquisition Integration, Journal Entries, Financial Audits, Bank Reconciliation, Accounts Receivable, Financial Forecasting, Consolidation, Managerial Finance, Cash Flow, Internal Audit, Accounts Payable, Finance
Education
Seton Hall University 1982 — 1986
BS Accounting, Accounting
Vertex Business Services April 2013 - Present
Vertex Business Services April 2013 - Present
Broadridge Financial June 2011 - Present
Georgetown Referees September 2010 - Present
Broadridge January 2011 - June 2011
Symcor 2006 - 2010
Moore RR Donnelly March 2002 - February 2006
CGI Star Data October 2000 - January 2002
AIC Group of Funds July 1997 - October 2000
Templeton Management July 1997 - February 1998
Skills
Customer Relations, Customer Service, Requirements Analysis, Process Improvement, Operations Management, Quality Assurance, Project Management, Change Management, Customer Satisfaction, Vendor Management, Business Process..., CRM, Training, Outsourcing, Forecasting, New Business Development, Analysis, Leadership, Team Building, Project Planning, Budgets, Business Analysis, Management, Coaching
Education
Sheridan College 1986 — 1987
Business Administration
Sheridan College 1984 — 1985
Broadridge Financial Solutions July 2012 - Present
Broadridge September 2007 - July 2012
Skills
Process Improvement, Financial Services, Microsoft Excel, Business Analysis, Microsoft Office, Management, Customer Service, Visio, Risk Management, Outlook, PowerPoint, Microsoft Word, Operations Management, Harvard Business School..., 7 Habits of High...
Education
Suffolk County Community College 2002 — 2004
Associate's degree, Criminal Justice/Police Science
Broadridge November 2010 - Present
ABC Television August 2010 - November 2010
Crispy Gamer August 2009 - January 2010
Skills
Final Cut Studio, Excel, PowerPoint, ADP, CMS, FTP, DVD Studio Pro, Video Editing, Business Analysis, Capital Markets, Financial Services, Securities, Process Improvement, Equities, Fixed Income, Microsoft Office
Education
Sacred Heart University 2005 — 2009
Bachelor of Arts, Communication and Media Studies
Spring Mountain Capital February 2013 - May 2013
St. John's University September 2012 - May 2013
Broadridge June 2012 - August 2012
BlackRock January 2010 - September 2010
Skills
Valuation, Capital Markets, Capital IQ, Hedge Funds, Bloomberg, Finance, Financial Analysis, Risk Management, Alternative Investments, Private Equity, Trading, Oracle, Factset, SPSS, S Plus, Microsoft Office, Data Analysis, Due Diligence, Statistical Data..., Commercial Insurance, Asset Management, Salesforce.com, Investments, Analysis
Education
Saint John's University - Peter J. Tobin College of Business 2011 — 2013
MBA, Finance
Syracuse University - Martin J. Whitman School of Management
Bachelors of Science, Finance
Broadridge June 2014 - July 2015
Skills
Microsoft Office, HTML, Java, C
Education
Stevens Institute of Technology 2009 — 2014
Bachelor of Science (B.S.), Computer Science
Broadridge May 2007 - Present
Education
Shiraz University 1984 — 1988
Bachelor's Degree, Computer Science
Broadridge July 2009 - Present
Education
SUNY Oneonta 2005 — 2009
B.S., Economics
Broadridge January 2014 - Present
Broadridge January 2013 - May 2013
La Cucina Italiana Magazine February 2012 - May 2012
SUNY Purchase College September 2010 - May 2011
Pulse Magazine July 2010 - August 2010
Skills
Adobe Dreamwaver, Adobe Creative Suite, After Effects, Final Cut Pro, Autodesk Software, Flash, Photoshop, Illustrator, Microsoft Word, Outlook, InDesign, Microsoft Excel
Education
SUNY Purchase 2009 — 2012
Bachelor of Arts, New Media
Susquehanna University
Studio Art 2008-2009
Broadridge
Skills
Financial Services, Mutual Funds, Fixed Income, Securities, Equities, Corporate Actions, Back Office, Bloomberg, Relationship Management, Financial Markets, Series 7
Education
Rutgers University-New Brunswick
Master of Business Administration (MBA), Business Administration and Management, General
Catholic Charities 2012 - Present
The Jewish Community Center of the Greater Five Towns September 2011 - May 2012
A. Holly Patterson Extended Care Facility September 2010 - May 2011
Broadridge January 2007 - June 2010
Enterprise Rent-A-Car December 2003 - January 2007
Skills
Grief Counseling, Geriatrics, Group Therapy, Individual Counselling, Family Services, Nursing Homes, Traumatic Brain Injury, Special Populations, Social Services, Community Outreach, Community Service, End of Life, Parkinson's, Mental Health, Home Visits, Building Relationships, Problem Solving, Conflict Resolution, Customer Service, Hospitality, Microsoft Office, Microsoft Excel, Microsoft Word, Non-profits, Writing
Education
Fordham University Graduate School of Social Service 2009 — 2012
Master of Social Work (M.S.W.)
State University of New York College at Oneonta 1999 — 2002
Bachelor of Applied Science (B.A.Sc.), Human Ecology
State University of New York College of Technology Delhi, NY 1997 — 1999
Associate of Science (A.S.), Hospitality Administration/Management
Broadridge September 2015 - Present
Zebra Technologies November 2014 - September 2015
Motorola Solutions June 2008 - November 2014
Skills
Business Analysis, Integration, Cross-functional Team...
Education
SUNY New Paltz 2000 — 2005
BS, International Relations and Affairs
Broadridge November 1998 - Present
Education
SUNY Cortland 1988 — 1992
Bachelor of Applied Science (B.A.Sc.), Sports Management
Broadridge September 2007 - Present
Skills
AS400 system, IBM iSeries, iSeries development, RPG, RPG Free, DB2, CL Programming, CLLE, VOLANTE, Fixed Income, Fixed Income Analysis, JCL, SQL, SDLC, Requirements Analysis
Education
Sri Venkateswara University 2003 — 2007
Bachelor of Technology (BTech), Mechanical Engineering
SSVEM High School, Pulivendula 1990 — 2001
SSVEM High School, Pulivendula
Broadridge September 2008 - September 2014
Skills
Leadership Management, Teamwork, Language skills, Willingness to learn, Proactive, Computer Literacy
Education
Stony Brook University 2011 — 2015
Bachelor’s Degree, Arts, Language, 2015, Cumulative GPA: 3.5 / 4.0., 3.5
Broadridge June 2015 - Present
Broadridge February 2014 - August 2014
Blue Bay Diner September 2013 - May 2014
Broadridge May 2012 - February 2013
Skills
Management, Databases, PMO, Internal Audit, Business Analysis, Financial Risk, Financial Analysis, Process Improvement, Vendor Management, Finance, Project Management, Problem Solving, FATCA
Education
State University of New York College at Old Westbury 2010 — 2015
Bachelor’s Degree, Computer/Information Technology Administration and Management
West Virginia University 2011 — 2012
Accounting