CheckFree Investment Services
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CheckFree Investment Services Employees
Jennison Associates June 2010 - December 2012
CheckFree Investment Services September 2001 - January 2008
Merrill Lynch September 1987 - May 2001
General Electric Consulting Services January 1987 - September 1987
Continental Insurance October 1983 - December 1986
Skills
Unix, Windows, C, Software Development, Programming, Agile Methodologies, Linux, XML, Web Development, SQL
Education
Columbia University in the City of New York
Ph.D., Physics
The George Washington University
B.S., Physics
XO Group Inc. August 2015 - Present
XO Group Inc. March 2015 - August 2015
XO Group Inc. October 2013 - March 2015
Signpost October 2012 - September 2013
Fiserv June 2011 - October 2012
Fiserv July 2010 - June 2011
Lawson & Weitzen, LLP May 2009 - August 2009
CheckFree Investment Services May 2008 - August 2008
Skills
SQL, Mathematics, Ruby, Ruby on Rails, C++, Probability, Combinatorics, C#, ASP, JavaScript, Client Services, Public Speaking, Art History, XML, HTML, Java, PHP, Linux, Web Development, Information Technology
Education
Grinnell College 2007 — 2010
B.A., Mathematics
University of Miami 2006 — 2007
Hingham High School
Archer Daniels Midland September 2006 - Present
CheckFree Investment Services September 2003 - September 2006
Northern Trust December 1997 - August 2003
Skills
JD Edwards, Business Analysis, Interfaces, FIX, SWIFT messaging, Securities, Trading Systems, Finance, ERP, Business Process, EDI, Banking, Leadership, Account Reconciliation, Auditing, Software Documentation, Management, SDLC, Systems Analysis, Business Process..., Process Improvement, Analysis
Education
Millikin University 1993 — 1997
Bachelor of Science (B.S.), Business Administration and Management, General
Fiserv May 2013 - Present
Fiserv Investment Services January 2010 - January 2012
Fiserv April 2009 - April 2010
CheckFree, now part of Fiserv October 2007 - April 2009
CheckFree April 2003 - March 2007
CheckFree June 2002 - April 2003
CheckFree April 1999 - June 2002
CheckFree Investment Services June 1997 - April 1999
Radnor Capital January 1995 - June 1997
Turner Investment Partners June 1992 - January 1995
Skills
Requirements Analysis, SDLC, Business Analysis, Process Improvement, Software Project..., Strategy, CRM, Program Management, Management, Vendor Management, Analytics, Integration, Business Process..., ITIL, Leadership, Requirements Gathering, IT Strategy, Enterprise Architecture, Business Intelligence, Project Management, Visio, Cross-functional Team..., SQL, Change Management, PMP, Software Documentation, Agile Methodologies, Enterprise Software, PMO, Product Management, Project Portfolio..., Business Process, Risk Management, Quality Assurance, Outsourcing, Business Requirements, SaaS, IT Management, Software Development, Analysis, SharePoint, MS Project, Databases, Agile Project Management, Disaster Recovery, Resource Management
Education
West Chester University of Pennsylvania 1990 — 1993
Bob Jones University 1988 — 1989
Lewisburg 1987 — 1988
Watsontown Christian Academy 1974 — 1987
DHL - Deutche Post January 2012 - Present
Macy's Logistics and Operations July 2007 - July 2011
CheckFree Investment Services January 2006 - May 2007
Skills
Bilingual Communications, Bilingual..., Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Time Management
Education
New Jersey City University 2012 — 2016
Presently Enrolled, Business Administration and Management, General
Gibbs College 2004 — 2005
Associates, Business Administration and Management, General
Brown Brothers Harriman March 2006 - Present
CheckFree Investment Services April 1999 - March 2004
Bear Stearns Co, Inc. June 1997 - April 1999
Prudential Financial March 1995 - June 1997
Smith Barney Shearson February 1993 - June 1995
Skills
Trading, Business Analysis, Fixed Income, Derivatives, Trading Systems, Financial Services, Bloomberg, Middle Office, Finance, Capital Markets, Investment Management, Financial Markets, Investments, Equities, Bonds, Securities, Asset Management, Investment Banking
Education
Hunter College 1989 — 1995
Bachelor's degree, Political Science and Government
Sperian Protection September 2006 - Present
CheckFree Investment Services April 1998 - September 2006
Education
Franklin University
Bachelors, Business Management & Marketing
No Company Name at the moment 2007 - Present
Allstate Insurance 1989 - 2007
CheckFree Investment Services July 1999 - March 2000
Skills
Private Pilot, Enterprise Architecture, Solution Architecture, Requirements Analysis, Application Architecture, Integration, Integration Architecture, Architecture, .NET, Unix Shell Scripting, Unix, Windows Server, Windows XP Pro, Web Development, Apache, IIS, Technical Writing, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft SQL Server, Linux System..., Windows 7, SOA, Java, Software Development, Agile Methodologies, ASP.NET, Visio, Linux, Web Applications, Web Services, Analysis, Management, SharePoint, Visual Basic, Perl, Software Project..., Data Warehousing, Leadership, Business Analysis, Requirements Gathering, Fedora, Oracle, iPad, LibreOffice, SQL, Data Modeling, ETL, Java Enterprise Edition
Education
Illinois State University 1985 — 1990
Bachelor of Science (BS), Computer Science
College of Lake County 1984 — 1985
No degree, Mathematics and Computer Science
LPL Financial June 2012 - Present
Nuveen Investments May 2004 - November 2008
CheckFree Investment Services November 2003 - April 2004
PIMCO Advisors, Allianz Investments January 2002 - October 2003
Nicholas Applegate Capital Management June 1992 - January 2002
Education
Arizona State University
Bachelors, Corporate Finance
Strongbranch Services January 2005 - Present
Leaders in Recruiting & Talent Acquisition in New York & New Jersey 2014 - Present
WebMD June 2014 - November 2014
Pinnacle Foods Group LLC October 2013 - May 2014
UCI-FRAM Group July 2011 - October 2013
Bristol-Myers Squibb, Princeton, New Jersey April 2011 - August 2011
The Dannon Company September 2010 - March 2011
Energizer Personal Care (Playtex & Schick) May 2009 - September 2010
W.W. Grainger August 2008 - January 2009
CheckFree Investment Services October 2007 - August 2008
Skills
Salary Negotiation, Targeted Selection, Talent Acquisition, Referrals, Sourcing, Technical Recruiting, Interviewing, Screening, Full-cycle Recruiting, Applicant Tracking..., Strategic Sourcing, Candidate Screening, Contract Recruitment, Candidate Assessment, Diversity Recruitment, Building Relationships, Search, Cold Calling, Succession Planning, Onboarding, Vendor Management, Screening Resumes, Benefits Negotiation, Recruiting, Interviews, Management, Human Resources, RPO, Taleo, Talent Management, Executive Search, Program Management, Training, Temporary Staffing, Leadership, Strategy, Business Development, Internet Recruiting, Hiring, Staff Augmentation, Employer Branding, Job Fairs, Staffing Services, Permanent Placement, Workforce Planning, Employee Relations, Employee Engagement, Recruitment Advertising, Job Descriptions, Performance Management
Education
Boston University
BS, Business
Advent Software March 2014 - Present
Advent Software May 2007 - Present
CheckFree Investment Services 2002 - 2005
The Bank of New York 1996 - 2002
US Trust Company of New York 1989 - 1996
Skills
Portfolio Management, Risk Management, Equities, Asset Managment, Entrepreneurship, Project Management, Asset Management, Hedge Funds, Investments, Financial Services, Securities, Fixed Income, Alternative Investments, CRM, Trading, Management, Relationship Management, Enterprise Software, Salesforce.com, SaaS, Finance, Wealth Management
Education
Baruch College
Bachelors of Business Administration, Finance & Investments
CheckFree/FISERV October 2007 - January 2013
Greenwood Grind Cafe May 2004 - February 2008
CheckFree Investment Services January 2004 - September 2007
CheckFree Investment Services April 1998 - April 2004
UBS / PaineWebber June 1994 - April 1998
Skills
SDLC, Six Sigma, Business Analysis, Requirements Gathering, Business Requirements, Requirements Analysis, Portfolio Management, Financial Services, User Acceptance Testing, Visio, SQL, PMO, CRM, Relationship Management, Relational Databases, Software Project..., Investment Advisory, Separately Managed..., Vendor Management, Security APL, Unified Managed Accounts, Process Improvement, Business Process..., IT Strategy, Analysis, Integration, Business Intelligence, Software Implementation, Agile Methodologies, Software Development, Unix, Production Planning, Client Liaison, Financial Advisory, Wrap Accounts, BRDs, UAT coordination, Troubleshooting, Asset Management, Asset Allocation, Performance Measurement, Investment Management, Investment Advisory..., Client Relations Skills, Manage Client..., New Business Development, Creative..., Creative Problem Solving, Business Travel, House Sitting
Education
Old Dominion University 1989 — 1991
Bachelor of Science (BS), Business/Commerce, General
Catawba College
Catawba College
BB&T June 2006 - Present
CheckFree Investment Services September 2003 - May 2006
CheckFree Investment Services April 1999 - July 2002
Skills
Banking, Credit, Risk Management, Portfolio Management, Financial Analysis, Financial Risk, Analysis, Vendor Management, Retail Banking
Education
Meredith College
MBA, Business
University of North Carolina at Wilmington
BS, Business Management
Columbia University April 2012 - Present
Weill Cornell Medical College July 2010 - April 2012
Weill Cornell Medical College August 2007 - July 2010
CheckFree Investment Services March 2007 - August 2007
Tuxis True Value June 2002 - January 2007
Skills
HTML 5, jQuery, PHP, CSS, Drupal, XML, SQL, MySQL, Databases, JSON, Access, SharePoint, Web Services, Microsoft SQL Server, JavaScript, Oracle, JSP, .NET, ASP.NET, NHibernate, Wordpress, HTML, Visio, ASP, Fatwire, ASP.NET MVC, Surveys, Captivate, Camtasia, Verint, NUnit, HTML + CSS, Telerik, C# 4.0, C# 2.0, C# 3.0, CSS3, MovableType, Atlassian JIRA, Remedy Software, MVC Architecture, MVC 2/3, Linux Server, .htaccess, Bootstrapping, MongoDB, Marmalade, Visual Studio, Raven, Xamarin
Education
Columbia University in the City of New York 2015 — 2016
Master's Degree, Computer/Information Technology Administration and Management
University of New Haven 2001 — 2007
B.S., Computer Science
University of New Haven 2001 — 2007
B.S., Chemistry
Suddenlink Communications September 2013 - Present
Solution Consultants for Suddenlink March 2012 - September 2013
Bradford & Galt for Sigma-Aldrich February 2012 - March 2012
Preferred Resources June 2006 - August 2011
Innovative Solutions 2006 - 2006
Key Solutions\Solae 2005 - 2005
DAV 1998 - 2001
CheckFree Investment Services 1996 - 1999
CIBA Vision 1988 - 1996
Skills
Web Development, AJAX, Lotus Domino, Business Analysis, jQuery, JavaScript, C#, ASP.NET, LotusScript, VBA, JSON, XSLT, XML, SQL, MySQL, PL/SQL, Web Services, PHP, GLBA, MS Office Suite, Business Intelligence, SDLC, Software Project..., Requirements Analysis, Visio, Requirements Gathering, Oracle, Web Applications
Education
Georgia State University - J. Mack Robinson College of Business 1989 — 1994
MBA, Decision Sciences
Eastern Michigan University 1975 — 1979
Bachelor of Music Education, Vocal
Detroit Catholic Central HS 1970 — 1975
Diploma, College Prep
Fiserv Investment Services January 2007 - Present
CheckFree Investment Services June 2004 - January 2007
CheckFree Investment Services June 2002 - June 2004
CheckFree Investment Services August 2000 - June 2002
Skills
Trading Systems, Wealth Management, Portfolio Management, Financial Services, Vendor Management, Process Improvement, Unix, Business Process, Requirements Analysis, Business Analysis, Requirements Gathering, Business Requirements, Analysis, Asset Management
Education
Elmhurst College 2009 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General
Northern Illinois University 1992 — 1995
Bachelor's of Science, Economics
Fiserv, Inc. December 2012 - Present
Paperwork Hero 2010 - December 2012
CheckFree Investment Services 2003 - 2006
CheckFree Investment Services 2000 - 2003
BL Companies 1996 - 2000
Skills
Financial Reporting, Budgeting, Career Management, QuickBooks ProAdvisor, Financial Analysis, Resume Writing, Interviewing, Bookkeeping, Accounting, Training & Development, Quickbooks, Reporting & Analysis, Accounts Payable, Accounts Receivable, Budgets, Invoicing, Interpersonal Skill, Training, Business Analysis, Employee Training, Project Management, Strategic Planning, Finance, Analysis, Leadership, Program Management, Cross-functional Team..., QuickBooks, Forecasting, Process Improvement, Interviews, Management
Education
Fairleigh Dickinson University 1995 — 1996
M.B.A., Business Management
Fairleigh Dickinson University 1993 — 1995
B.S., Business Management
Drexel University - College of Business and Administration 1990 — 1993
Informa Investment Services February 2006 - Present
CheckFree Investment Services September 2000 - February 2006
H&R Block January 2001 - January 2003
Morgan Stanley Smith Barney October 1999 - August 2000
Financial Service Corporation September 1996 - September 1999
Franklin Templeton Group August 1992 - September 1995
Skills
Investments, Mutual Funds, Management, Analysis, Portfolio Management
Education
NYU 2009 — 2009
Certificate, Financial Planning Program
Hampton University 1988 — 1992
Finance, Finance and Economics
New York University
Cardinal Health October 2012 - Present
Cardinal Health October 2011 - October 2012
Cardinal Health April 2010 - October 2011
Cardinal Health June 2006 - April 2010
CheckFree Investment Services July 2004 - June 2006
Lazarus November 1997 - October 2004
Skills
Customer Service, Process Improvement, Healthcare, Pharmacy, PeopleSoft
Education
Clemson University 2000 — 2003
Bachelor of Arts, English
Upper Arlington High School
Bed Bath & Beyond July 2013 - Present
GAF August 2012 - June 2013
KPMG LLP June 2010 - August 2012
Hooper Holmes, Inc. January 2007 - January 2010
Shearman & Sterling LLP August 2005 - January 2007
Union Bank of Switzerland June 2004 - August 2005
CheckFree Investment Services October 2003 - June 2004
Skadden, Arps, Slate, Meagher & Flom LLP April 2003 - October 2003
Commerzbank AG October 1995 - October 2002
Bankers Trust August 1994 - September 1995
Skills
Project Management, Software Project..., SharePoint, Agile Project Management, MS Project, PMO Development, PMO set-up, Project Management..., Certified Project..., Process Improvement, Business Process..., Cross-functional Team..., Information Technology, Leadership, Analysis, IT Management, Visio, Vendor Management, Data Analysis, Risk Management, PMP, PMO, Data Warehousing, Project Portfolio..., Quality Assurance, Management, Business Intelligence, ITIL, Change Management, Requirements Analysis, Program Management, Software Documentation, Oracle, Integration, Business Process, Project Planning, Outsourcing, Budgets, SDLC, Databases, ERP, Business Development, Team Leadership, Business Analysis, IT Strategy, Software Development, Resource Management, Requirements Gathering, Data Center, Testing
Education
Columbia University in the City of New York 2001 — 2002
Course work in Database Application Development & Design
Pace University 2000 — 2002
Course work in IS Planning & Policy, IS Project Management, & Structured Systems Analysis
Adelphi University 1984 — 1988
BA, Economics with concentration in Finance & minor in German
Cisco December 2014 - Present
Progress Energy October 2011 - February 2014
Liggett Vector Brands July 2004 - July 2010
CheckFree Investment Services February 2001 - June 2004
Nortel Networks January 2000 - January 2001
Nortel Networks January 1996 - January 2000
Skills
Financial Analysis, Budgets, Strategic Planning, Microsoft Excel, Forecasting, Analysis, Accounting, Variance Analysis, Management, Accounts Payable, Account Reconciliation, Finance, Financial Modeling, PowerPoint, Internal Controls, Strategy
Education
Babson College 1987 — 1991
Bachelor of Science, Accounting and Finance
Fiserv October 2012 - Present
Fiserv September 2010 - November 2012
Fiserv February 2009 - September 2010
CheckFree Investment Services September 2008 - February 2009
CheckFree Investment Services November 2007 - August 2008
CheckFree Investment Services February 2007 - November 2007
CheckFree Investment Services July 2006 - February 2007
Merrill Lynch Investment Managers January 2005 - July 2006
Middlesex Community College September 2001 - December 2002
Skills
Product Management, Financial Services, Market Research, Marketing Communications, Online Advertising, Multi-channel Marketing, Sales Operations, Leadership, Thought Leadership, Relationship Management, Salesforce.com, Product Marketing, Competitive Analysis, Competitive Intelligence, Cross-functional Team..., CRM, Business Development, Vendor Management, Marketing, Strategy, Enterprise Software, Direct Marketing, Strategic Partnerships, Management, Solution Selling, Lead Generation, Account Management, Marketing Strategy, Online Marketing, Sales Process, Demand Generation, Business Strategy, Business Relationship...
Education
Kent State University 1991 — 1995
MA, History
University of Mount Union 1986 — 1990
BA, History
American School of Barcelona 1979 — 1984
High School Diploma
Keslar Insurance Agency August 2009 - Present
Bank of America December 2008 - August 2009
First Call Mortgage February 2007 - September 2008
Drew Mortgage March 2002 - February 2007
CheckFree Investment Services 2001 - 2003
OpenPages 1999 - 2001
MAPICS 1997 - 1999
SDRC 1994 - 1997
Skills
Insurance, Employee Benefits, Umbrella Insurance, Legal Liability, Motorcycle, Boat, Automobile, Group Insurance, Renters, Disabilities, Landlord, Directors & Officers..., ATV, Snowmobile, Life Insurance, Mortgage Lending, Underwriting, Property & Casualty..., Long-term Care, Fixed Annuities, Liability, Term Life Insurance, Selling, Disability Insurance, Whole Life, Small Business, Management, Customer Service, Sales, Lead Generation, General Insurance
Education
Southern New Hampshire University 2000 — 2002
MBA, Business Administration
Emmanuel College 1994 — 1998
BS, Business Administration
US Navy Sea College Program/Reserves 1988 — 1994
Honorable Discharge
Kingswood HighSchool 1984 — 1988
John Wiley and Sons February 2013 - Present
Applico 2012 - 2013
Thomson Reuters 2010 - 2011
Praxell 2008 - 2009
Pershing (iNautix USA, now Albridge Solutions) 2006 - 2008
Albridge Solutions 2004 - 2006
CheckFree Investment Services 2000 - 2002
Kinexus.com 2000 - 2000
AllianceBernstein 1997 - 2000
Skills
Product Management, Mobile Applications, SDLC, New Product Roll Out, Business Analysis, Start-ups, Strategic Planning, Enterprise Software, Market Research, Technology Solutions, Agile Methodologies, Competitive Analysis, Strategy, New Product Ideas, Requirements Analysis, User Experience, Product Launch, Vendor Management, Strategic Partnerships, Product Marketing, Business Development, Product Development, Management Consulting, CRM, Digital Marketing, Marketing, E-commerce, Mobile Devices, SaaS, Cross-functional Team..., Go-to-market Strategy, Mobile Technology, Salesforce.com, Business Strategy, Entrepreneurship, Cloud Computing, Business Intelligence
Education
Wesleyan University 1993 — 1997
BA, Economics
Cass Business School 2002 — 2004
MBA, Strategic Management of Technology and E-Business
Half Hollow Hills High School East 1990 — 1993
Diploma
Lockheed Martin April 2014 - December 2014
Community College of Rhode Island September 2013 - April 2014
Oak Ridge National Laboratory July 2011 - September 2013
University of Rhode Island September 2009 - May 2011
The University of Rhode Island September 2009 - January 2011
Apple December 2009 - October 2010
Vantage Point Tutor September 2008 - May 2009
CheckFree Investment Services September 2008 - January 2009
Brandeis University 2004 - 2008
Skills
Mathematica, Physics, Matlab, C++ Language, Java, Computer Language, Electronics, Dynamical Systems, Linear Algebra, Abstract Algebra, Multivariable Calculus, Vector Calculus, Stochastic Modeling, Stochastic Calculus, Stochastic Processes, Cycling, Ice Hockey, Computer Science, Mathematics, Mathematics Education, Applied Mathematics, Pure Mathematics, German, Computer Graphics, Differential Equations, Partial Differential..., Network Topology, Social Skills, Communication Skills, Technical Writing, Writing, College Teaching, Teaching Writing, Simulations, Statistics, Science, Teaching, Algorithms, Research
Education
Brandeis University 2004 — 2008
Bachelor of Science, Physics, 3.6
University of Rhode Island 2009 — 2010
MA, Mathematics, 3.5
University of Tennessee-Knoxville 2011 — 2013
Advanced Coursework, Computer Science, 3.9
O.C.A. Benefit Services March 2009 - Present
All for Dance September 2003 - Present
TekFinancial Solutions May 2007 - March 2009
State Street September 2006 - May 2007
CheckFree Investment Services 2006 - 2006
Merrill Lynch Investment Managers 1998 - 2006
Skills
COBRA, Relationship Management, Choreography, Manage Client..., Service Implementation, Client Training, Microsoft Office, Health Insurance, Health Savings Accounts, Securities, Financial Services, Benefits Administration, Corporate Actions, Equities, Fixed Income, Health reimbursement..., Flexible Spending..., NJ State Continuation..., Vendor Management, Life Insurance, Disability Insurance, Brokers
Education
Mercer County Community College 1995 — 1997
Associates, Business Administration
Steinert High School 1990 — 1994
Volunteer and Charity Positions 2007 - Present
CheckFree Investment Services May 2007 - September 2007
Infostroy Ltd. June 1998 - March 2001
Obninskij Gosudarstvennyj Tehniceskij Universitet Atomnoj Energetik May 1993 - June 1998
Kaluga Child Hospital May 1988 - June 1990
Skills
Quality Assurance, Project Management, Software Project..., SDLC
Education
Obninsk Institute of Atomic Energy at National Nuclear Research University "MEPhI" 1990 — 1996
Ms, Computer Science
Obninsk Medical School 1986 — 1988
Associate, Medical Laboratory Specialist
Hi-Fi Colour Design August 2010 - Present
Toyota Financial Services 2007 - Present
TSYS May 2007 - June 2007
CheckFree Investment Services March 2007 - April 2007
MCI Corporation February 2004 - March 2007
Hollywood Video July 1999 - May 2004
Adecco May 1999 - August 1999
MCI Corporation May 1999 - June 1999
Subway April 1998 - April 1999
Skills
Photoshop, Illustration, Fiction Writing, VBScript, Networking, Graphic Design, Illustrator, Management, Adobe Creative Suite, Leadership, Web Design, Editing, Publishing, Public Speaking, Training, Nintendo DS, Online Marketing, Project Management, HTML, Social Media, Social Media Marketing, Microsoft Office
Education
Arizona State University 2002 — 2002
Computer Science (not finished), Programming
Chandler Gilbert Community College 2000 — 2002
Computer Science (not finished), Programming
Broadridge August 2015 - Present
JPMorgan Chase & Co. November 2014 - August 2015
JPMorgan Chase & Co. February 2014 - November 2014
JPMorgan Chase & Co. February 2012 - February 2014
JPMorgan Chase & Co. September 2010 - February 2012
The Blackstone Group July 2006 - August 2010
Lockwood Capital Management September 2003 - July 2006
NYFIX, Inc. June 2002 - August 2003
Datek July 2000 - November 2001
CheckFree Investment Services May 1998 - July 2000
Skills
MS Project, Software Documentation, Vendor Management, Software Project..., Business Analysis, SDLC, Databases, Quality Assurance, Requirements Analysis, Integration, Management, Project Management, Business Process..., Business Process, Cross-functional Team..., Process Improvement, Project Planning, Data Warehousing, Business Intelligence, Team Building, Leadership, Analysis, CRM, Program Management, Enterprise Software, User Acceptance Testing, Portfolio Management, Product Management, Testing, Business Requirements, SharePoint, Financial Services, Visio, Strategic Planning, Business Process..., Requirements Gathering, Team Leadership, PMO
Education
Stevens Institute of Technology 2005 — 2006
Graduate Certificate, Project Management
American University 1993 — 1997
Bachelor of Arts (B.A.), American History (United States)
Princeton Plasma Physics Laboratory October 2013 - Present
Daiichi Sankyo August 2011 - October 2013
ImClone Systems, a wholly-owned subsidiary of Eli Lilly and Company March 2008 - September 2011
Actavis October 2006 - February 2008
KCI Medical December 2003 - October 2006
CheckFree Investment Services November 2002 - December 2003
Skills
Logistics, Engineering, Human Resources, Talent Acquisition, Applicant Tracking..., Onboarding, Deferred Compensation, Succession Planning, Talent Management, Performance Management, Recruiting, Employee Benefits, Employee Relations, Organizational..., HRIS, Strategic Planning, College Recruiting, Mergers & Acquisitions, Benefits Administration, Strategy, Labor Relations, Management, Workforce Planning, Personnel Management, Organizational..., Change Management, Organizational Design, Training, Leadership, Coaching, Leadership Development, Vendor Management, Hiring, Interviews, Process Improvement, Team Building, Employee Engagement, Employee Training, Technical Recruiting, PeopleSoft, Sourcing, Career Development, Policy, Internet Recruiting, Employment Law, HR Policies, Taleo, HR Consulting, Compensation & Benefit, Temporary Placement
Education
Rutgers University-New Brunswick 2000 — 2005
Masters, Labor and Employment Relations
Green Mountain College 1991 — 1996
BA, Liberal Studies
New York Life Insurance Company August 2015 - Present
Kaila's Way Foundation July 2013 - Present
Israel & Co. October 2014 - July 2015
Mercer Investments April 2013 - August 2014
Mercer Investments November 2010 - March 2013
Tikkun Olam in Tel Aviv-Jaffa September 2009 - June 2010
Sovereign Bank January 2008 - June 2008
CheckFree Investment Services January 2007 - September 2007
Upstream Technologies LLC January 2007 - September 2007
TJX June 2006 - September 2006
Skills
Investments, Project Management, Manage Client..., Study Abroad Programs, Compliance, Organizing, PowerPoint, Pensions, Legal Documents, Client Liaison, Foundations, Portfolio Management, Social Networking, Event Planning, Defined Benefit, Client Services, Legal Writing, Client Communications, Sustainability, Problem Solving, International Business, Multicultural, Political Affairs, Excel, Team Leadership, Idea Generation, Multitasker, Client Relationship..., Negotiation, Middle East, Warehouse Management, Union Environment, Microsoft Excel, Quickbooks, Green Economy, Defined Contribution, Israeli, Greater China, Israeli-Palestinian..., Financial Analysis, Bloomberg Terminal, Diversity, Strategy, Leadership, Entrepreneurship, Investment Management, Management, Microsoft Office, Finance, Research
Education
Northeastern University 2005 — 2009
Graduated magna cum laude with a Bachelor of Science in Business Administration, Dual Concentration: Management; Entrepreneurship & Small Venture Management
University of Massachusetts Boston 2011 — 2013
Master of Business Administration (M.B.A.), International Management; Environmental Management
Bond University 2008 — 2008
Study Abroad
RSA Canada July 2015 - Present
Aviva Canada November 2014 - July 2015
Aviva Canada January 2009 - November 2014
Research In Motion October 2008 - January 2009
Saama Technologies September 2006 - January 2009
CheckFree Investment Services January 2008 - September 2008
SAP June 2007 - December 2007
Callidus Software September 2006 - May 2007
Travidia February 2003 - April 2006
Western Michigan University September 2001 - June 2002
Skills
SDLC, Requirements Gathering, Requirements Analysis, Business Intelligence, Data Warehousing, Project Management, Business Objects, Crystal Reports, Actuate Report, SAS, Data Integration, Oracle, Business Intelligence..., Business Analysis, DB2, Databases, PL/SQL, OLAP, Informatica, Data Modeling, Web Intelligence, Teradata, Dashboard, SAP BW, SAP BI, BEx Analyzer, BEx Reporting, Crystal Xcelsius, Software Development, Agile Methodologies, IT Solutions, Solution Implementation, Technical Solution..., Team Management, User Acceptance Testing, Data Warehouse..., Data Marts, Business Requirements, Microsoft SQL Server
Education
California State University-Chico 2002 — 2005
Bachelor of Science (B.Sc.), Computer Engineering
Western Michigan University 2001 — 2002
Bachelor of Science (B.Sc.), Computer Engineering
Hamdard University 1999 — 2001
Engineering in Information Technology
Federal College 1997 — 1999
Bank of America Merrill Lynch 2008 - Present
CheckFree Corp. 2005 - 2007
CheckFree Investment Services 1994 - 2007
L & S Advisors February 1991 - December 1993
Leon Panetta Staff 1989 - 1991
Skills
Securities, Wealth Management, Asset Managment, Business Analysis, Portfolio Management, Leadership, Series 7, Financial Services, Equities, Team Building, Hedge Funds, Banking, Trading, Vendor Management, Fixed Income, Capital Markets, Mutual Funds, Relationship Management, ETFs, Investment Advisory, Derivatives, Asset Management, Bloomberg, Back Office, Series 63, Asset Allocation, Alternative Investments, Investments, Management, Trading Systems, Financial Analysis, Business Development, Risk Management, Finance, SDLC, Process Improvement, Investment Management
Education
Kent State University 1985 — 1989
Kent State University 1985 — 1989
Bachelor of Arts, International Relations/Business
CheckFree February 2006 - Present
Fiserv Investment Services, Jersey City, NJ 2006 - Present
CheckFree Investment Services 2006 - Present
Skills
Business Analysis, Management, Requirements Analysis, SDLC, Leadership, Software Project..., Vendor Management, Business Intelligence, Process Improvement, Requirements Gathering
Education
Birla Institute of Technology 1992 — 1995
Master's degree, Computer Science
Berkley Specialty Underwriting Managers (a W. R. Berkley Company) April 2014 - Present
Torus Insurance November 2009 - August 2013
Torus Insurance November 2009 - July 2011
Borough of Metuchen November 2008 - February 2011
Arch Capital Services, Inc. July 2006 - November 2009
CheckFree Investment Services August 2005 - August 2006
Deutsche Bank July 2001 - August 2005
Inventa 1998 - 2001
EDS 1996 - 1998
Borough of Metuchen December 1992 - July 1996
Skills
Vendor Management, Business Intelligence, Consulting, System Architecture, Offshore Outsourcing, Enterprise Architecture, SDLC, Business Analysis, Architecture, Project Management, Program Management, IT Strategy, Software Development, IT Management, Integration, Strategy, Information Technology, Data Center, PMO, Change Management, Management, Databases, Leadership, Team Leadership, SOA, Analysis, Business Development, Outsourcing, Business Process, Requirements Analysis, Quality Assurance, Microsoft SQL Server, Software Project..., Business Process...
Education
New York University - Leonard N. Stern School of Business 2001 — 2002
MBA, Information Systems and Entrepreneurship
Kean University 1992 — 1996
Bachelor of Science, Management
University of Maryland College Park 1990 — 1992
Bachelor of Science, Architecture
FGI - Strategic Marketing & Innovation – Consulting, Research & Analytics January 2010 - Present
The First Tee of the Triangle 2014 - 2015
The Futures Company March 2007 - December 2009
CheckFree Investment Services 2003 - 2006
Computer Associates 1994 - 1999
Skills
Competitive Analysis, Analytics, Business Development, Marketing Strategy, Quantitative Research, Account Management, Marketing, Strategy, Data Analysis, New Business Development, Process Improvement, Market Analysis, Sales, Management, Leadership, Cross-functional Team...
Education
Baldwin Wallace University 1975 — 1979
BA Business Administration, Marketing and Accounting
The Ohio State University
Wake Technical Community College
HSBC December 2014 - May 2015
Morgan Stanley 2007 - 2014
Northpoint Consulting 2006 - 2007
CheckFree Investment Services 2003 - 2005
Fidelity Investments 2000 - 2002
Citibank 1995 - 2000
Skills
Coaching, Executive Coaching, Leadership Development, Talent Management, Team Building, Management, Training, Management Consulting, Staff Development, Increasing Employee..., Research, Client Relations Skills, Program Management, Facilitators, Metrics Reporting, Close Attention to..., Quality Management, Collaboration, Change Management, Analysis, Strategy, Financial Services, Risk Management, Business Analysis, Project Management
Education
University of Pennsylvania 2009 — 2009
Certificate, Foundations of Positive Psychology
New York University 2006 — 2008
MSW, Clinical Social Work
City University of New York-Baruch College - Zicklin School of Business
BBA, Business Administration, Management and Operations
NYSE Euronext February 2012 - December 2014
NYSE Euronext March 2011 - February 2012
Fiserv October 2008 - February 2011
Checkfree November 1994 - February 2011
CheckFree Investment Services September 2007 - October 2008
CheckFree - now part of Fiserv 2007 - 2008
CheckFree Services Corporation 2003 - 2008
CheckFree Investment Services November 1994 - June 2007
Prentice Hall PTR / Simon and Schuster / Paramount / Viacom August 1993 - October 1994
TGA Communications / Quantum Imaging February 1986 - May 1993
Skills
Technical Leadership, Systems Engineering, Security, Vulnerability Assessment, Unix, DNS, Sendmail, SSL, Linux, Java, Oracle RAC, EMC Storage, VMware, RedHat, Checkpoint, Solaris, AIX, Akamai, Gomez, Public Key Cryptography, System Administration, Servers, Integration, ITIL, Disaster Recovery, Databases, Virtualization, Program Management, Data Center, Network Security, Operating Systems, Storage, Apache, Infrastructure, Networking, Business Continuity, Red Hat Linux, IT Operations, Enterprise Architecture, Solution Architecture, Oracle, High Availability, Testing, Perl, Enterprise Software, System Architecture, Shell Scripting, Cloud Computing, VMware ESX, Server Architecture
Education
Connecticut College 1979 — 1983
BA
Hamden High 1978 — 1978
Northfield Mount Hermon 1976 — 1978
AP Courses
Hamden Hall 1973 — 1976
LoneStar Energy Fabrication June 2014 - Present
General Dynamics November 2013 - June 2014
Primoris Energy Services dba Sprint Pipeline December 2011 - November 2013
RTI International Metals, RTI Fabrication March 2005 - June 2011
Metals USA March 2003 - March 2005
CheckFree Investment Services January 1998 - June 2000
Skills
Employee Relations, Human Resources, Employee Benefits, Recruiting, Onboarding, Payroll, HR Policies, Hiring, Temporary Placement, Employment Law, Training, New Hire Orientations, HRIS, Succession Planning, ADP Payroll, Employee Engagement, Team Building, Employee Training, Microsoft Office, Interviews, Change Management, Talent Management, SAP HR, Safety Management..., Coaching, Personnel Management, Lean Manufacturing, System Administration, Pipelines, Industrial Relations, Management, Quality System, Performance Management, Community Outreach, Confidentiality, Strategic Communications, Cross-functional Team..., Grant Writing, IT Operations, People Skills, Volunteering, Leadership, HRIS Database Management, Talent Acquisition, Human Relations, Payroll Processing, Training & Development, Employee/Labor Relations, Safety Management, Viewpoint
Education
Ashford University 2013 — 2015
Master's Degree, Human Resources Management/Personnel Administration, General
Ashford University 2011 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration/Human Resource
The University of Dallas 2010 — 2010
Human Resource Certificate, Human Resource
American Family Insurance June 2015 - Present
Dean Health Plan, Inc. October 2014 - May 2015
Spherion Staffing February 2013 - March 2014
US Cellular-Answer Wireless July 2007 - November 2012
Bank of America January 2006 - May 2007
CheckFree Investment Services January 2004 - November 2005
Skills
Customer Service, Online Help, Smartphones, Internet Banking, Microsoft Word, Microsoft Excel, Small Business, Health Insurance, Sales, Collections, Call Centers, Outlook, Financial Services, Payments, Microsoft Office, Telephone Skills
Education
Madison Area Technical College 1998 — 2000
Associate's degree, Accounting and Business/Management, 3.6
American Express March 2015 - Present
American Express July 2012 - March 2015
Netflix June 2011 - May 2012
Fiserv June 2004 - June 2011
Fiserv May 2010 - October 2010
CheckFree Investment Services June 2005 - September 2006
American Merchandising Specialists May 2003 - June 2004
Porcupine Studios May 2002 - May 2003
Skills
Call Centers, Avaya, Leadership, Call Center, IEX Total View, Six Sigma, Training, Management, E-commerce, Time Management, Team Leadership, Customer Satisfaction, Genesys, Virtual Teams, Innovation Management, Customer Experience, Customer Retention, Performance Management, Team Building, Process Improvement, Team Management
Education
Capella University 2014 — 2018
Bachelor's Degree, Project Management
Conservatory of Recording Arts and Sciences
Audiovisual Communications Technologies/Technicians
Support.com December 2014 - Present
Perot Systems Government Services 2004 - 2005
CheckFree Investment Services July 1999 - June 2001
Skills
Typing, Coding Languages, Customer Service, Software, Computer Hardware, Computers, Databases, Data Entry, Software Installation, Windows, Process Improvement, Servers, Management, Software Documentation, Troubleshooting, Windows 7, Public Speaking, Help Desk Support, Technical Support, Training
Education
DeVry University Phoenix 2001 — 2004
Bachelor of Science (B.S.), Computer Science
Washington high school 1984 — 1988
General studies
The Ohio State University August 2009 - Present
The Ohio State University December 2003 - August 2009
CheckFree Investment Services February 2001 - December 2003
SBC Advertising 2000 - 2001
Metatec Corporation 1993 - 2000
Skills
•Project Communication..., •ITIL Foundations v3..., •eLearning Specialist..., •Graphic Design..., •HEUG Featured..., •Dreamweaver Level 2,..., •Adobe InDesign, OSU..., •Training and...
Education
Franklin University 1996 — 1998
MBA
Franklin University 1988 — 1992
Bachelor of Science, Marketing
Seeking Employment May 2013 - Present
Thomas Glass February 2008 - February 2009
Weight Watchers 2008 - 2009
CheckFree Investment Services June 1994 - February 2000
Skills
Weight Loss Coaching, Nursing, Management, Motivational Speaking, Hiring Practices, Development Of Employees, Hospice & Palliative..., Health Workforce, Writing, Public Speaking, Weight Management, Health Consulting, Energetic Self-Starter, Positive Personality, Fitness, Cooking
Education
Hondros College 2010 — 2012
Associate's degree, Registered Nursing/Registered Nurse
Westervillle South High School
Freeborn & Peters LLP June 2000 - Present
Jenner & Block 1998 - 1998
Checkfree Investment Services April 1996 - August 1997
Skills
Litigation, Commercial Litigation, Intellectual Property, Appeals, Arbitration, Courts, Product Liability, Patent Litigation, Trials, Trademark Infringement, Patents, Securities Litigation, Breach Of Contract, Fraud, Civil Litigation, Class Actions, Trade Secrets, Torts, Prosecution, Dispute, Trial Practice
Education
DePaul University College of Law 1997 — 2000
J.D.
University of Rochester 1991 — 1995
B.A., History, Political Science, International Relations
Glenbrook North 1987 — 1991
LPL Financial December 2007 - Present
CheckFree Investment Services June 2001 - August 2007
CapitalWorks Investment Partners May 2000 - June 2001
Duncan-Hurst Capital Management August 1999 - May 2000
Nicholas Applegate June 1997 - August 1999
Skills
Portfolio Management, Mutual Funds, Financial Services, Investment Advisory, Hedge Funds, Retirement, Equities, Asset Allocation, Relationship Management, Series 7, Finance, Fixed Annuities, Bonds, Insurance, Risk Management, Strategic Financial..., Fixed Income, Bloomberg, FINRA, Investment Management, Securities, 401k, Investment Strategies, Estate Planning, Financial Advisory, Life Insurance, Trading, Wealth, Financial Analysis
Education
California State University-Sacramento 1991 — 1993
BS, Criminal Justice
FacilitySource, Inc. Business DevelopmentVSSP2002 - 2004
CheckFree Investment Services 1998 - 2003
Education
Mount Vernon Nazarene University 2001 — 2003
HEICO Aerospace August 2010 - Present
CheckFree Investment Services August 2004 - August 2010
Fiserv August 2004 - August 2010
Sidley Austin 2000 - 2002
Skills
Agile Methodologies, Business Analysis, Process Improvement, Software Project..., Visio, SDLC, SQL, SharePoint, Vendor Management, Databases, User Acceptance Testing, Project Management, MS Project, HP Quality Center, Technical Support, Regression Testing, Management, Program Management, Customer Service, Microsoft Project
Education
Keller Graduate School of Management of DeVry University 2014 — 2015
MIS concentration in Project Management, Information Technology Project Management, 4.0
DeVry University New Jersey 1997 — 1999
Associate of Science (A.S.), Telecommunications Management
West Virginia State University 1991 — 1995
Bachelor of Arts (B.A.), Elementary Education and Teaching
salesforce.com April 2014 - Present
Genworth Financial December 2005 - March 2014
CheckFree Investment Services January 2005 - December 2005
General Electric November 2003 - January 2005
General Electric August 2001 - November 2003
General Electric July 1999 - August 2001
Skills
Six Sigma, SDLC, Process Improvement, Process Engineering, Program Management, Vendor Management, DMAIC, Team Leadership, Change Management, PMO, IT Management, Strategic Planning, Budgeting, People Management, Insurance, Leadership, Management, Product Management, Business Analysis, Project Planning, IT Strategy, Business Process..., Budgets, Data Analysis, Analysis, Project Management, Business Intelligence, Risk Management, Software Documentation, ITIL, Team Building, Data Warehousing, Strategy, MS Project, Requirements Analysis, Requirements Gathering, Cross-functional Team..., PMP, Project Portfolio..., Business Process, Information Technology, Software Project..., Visio, Integration, Business Requirements, CRM, Outsourcing, IT Operations, Systems Analysis, Business Process...
Education
Marist College
Bachelor, Business Administration, Marketing
EquiLend February 2006 - Present
American International Group March 2001 - February 2006
The Vitamin Shoppe December 1999 - March 2001
Port Authority of New York and New Jersey March 1999 - January 2000
CheckFree Investment Services April 1998 - February 1999
WinMill Software March 1997 - April 1998
Skills
Quality Assurance, SDLC, Unix, Software Quality..., XML, Regression Testing, Test Planning, Load Testing, Requirements Analysis, Software Development, Software Project..., Quality Center, User Acceptance Testing, Testing, Requirements Gathering, Integration, Fixed Income
Education
Gubkin Russian State University of Oil and Gas 1983 — 1988
MyVest January 2010 - Present
CheckFree Investment Services August 2004 - December 2008
CheckFree Investment Services 2002 - 2003
CheckFree Investment Services 2000 - 2002
CheckFree Investment Services 1998 - 2000
Train, Smith Counsel 1987 - 1994
Skills
Investments, Portfolio Management, Product Management, Management, Securities, Strategy, Asset Management, Investment Management, Business Strategy, Integration, CRM, Performance Measurement, Product Development, Program Management, Trading, Equities, Hedge Funds, Cross-functional Team..., Wealth Management, Risk Management, Asset Managment, Executive Management, Alternative Investments, Start-ups, Quality Assurance, Management Consulting, Business Analysis, Financial Advisory, Leadership, Financial Services, Capital Markets, Mutual Funds, Order Management, Business Process, SDLC, Account Reconciliation, Strategic Planning, Fixed Income, Separately Managed..., Mergers & Acquisitions, Relationship Management
Education
Bates College 1983 — 1987
Economics
Workday April 2015 - Present
Tallwave June 2011 - July 2015
Coventry Health Care November 2010 - May 2011
ACI November 2008 - November 2010
Lumension Security August 2007 - November 2008
iCrossing June 2005 - July 2007
CheckFree Investment Services February 2005 - June 2005
Express Scripts November 2003 - January 2005
ACI August 2001 - November 2003
ON Semiconductor November 2000 - June 2001
Skills
Talent Acquisition, Recruiting, Healthcare, E-commerce, Digital Marketing, Pharmaceutical Industry, Applicant Tracking..., Technical Recruiting, Internet Recruiting, Benefits Negotiation, Onboarding, Vendor Management, Talent Management, College Recruiting, Sourcing, Contract Recruitment, Account Management, Employee Relations, Executive Search, Employer Branding, Temporary Placement, Screening, Team Building, Screening Resumes, Coaching, Employee Engagement, Sales, Start-ups, Business Development, Information Technology, Process Improvement, Microsoft Office, Strategy, Hiring, Leadership, Interviews, SDLC, Search, Marketing, Temporary Staffing, Human Resources, CRM, Management, Social Networking, Employee Benefits, Product Management, Consulting, Networking, IT Recruitment
Education
California State University-Northridge 1988 — 1988
Bachelors, Chemistry
Granada Hills High School
Diploma
Fiserv - IS Institutional Solutions December 2009 - 2014
CheckFree Investment Services September 2005 - December 2009
Integrated Decision Systems, Inc. October 1998 - September 2005
Integrated Decision Systems, Inc. January 1990 - September 1998
Skills
Software Development, Product Management, IT Strategy, Start-ups, Product Development, Quality Assurance, Strategic Planning, Agile Methodologies, SaaS, Software Project..., Team Management, Architectures, Linux, Offshore Software..., Entrepreneurship, Architecture, Requirements Analysis, Databases, Business Intelligence, Cloud Computing, Financial Services, Portfolio Management, Vendor Management, Partner Management, Risk Management, Unix, SDLC, IT Management, IT Operations, Agile Web Development, Leadership, Technical Vision, Enterprise Software, Program Management
Education
California State University-Northridge
Master of Science (M.S.), Computer Science
California State University-Los Angeles
Bachelor of Science (B.S.), Computer Science
Ernst & Young January 2012 - Present
Fiserv February 2009 - December 2011
Misys - Treasury & Capital Markets March 2008 - February 2009
CheckFree - Investment Services June 2004 - March 2008
CheckFree - Investment Services June 2001 - May 2004
Thomson Reuters (formerly Thomson Financial) March 1998 - June 2001
Thomson Financial November 1996 - February 1998
Thomson Financial July 1995 - October 1996
Thomson Financial October 1992 - June 1995
Skills
Pragmatic Marketing -..., Six Sigma Green Belt, Product Management, Strategy Development, Product Marketing, Pricing, P&L Management, Product Strategy, Strategic Planning, Business Strategy, Process Improvement, Competitive Analysis, Process Engineering, Marketing Strategy, Wealth Management, Strategy, Six Sigma, Asset Managment, Business Analysis, Consulting, Leadership, Business Planning, Business Process..., Mergers & Acquisitions, Business Development, Vendor Management, Financial Services, Integration, SDLC, Analysis, Risk Management, Portfolio Management, Product Development, Investments, Asset Management, Strategic Partnerships, Program Management, Management, Finance, Project Management, Executive Management, Sales, Market Research, New Business Development, Relationship Management, Team Building, Training, Start-ups, Due Diligence, Cross-functional Team...
Education
Columbia University - Columbia Business School 1999 — 2001
MBA
Dartmouth College 1988 — 1992
AB
Managed Account Portfolio Solutions April 2003 - May 2015
CheckFree Investment Services June 1998 - March 2003
Morgan Stanley 1997 - 1998
Ryder 1994 - 1997
Skills
Portfolio Management, SDLC, SQL, APL, Extreme Programming, Rapid Prototyping, Decision Support, Account Reconciliation, User Interface Design, Back Office, Data Integration, Performance Analysis, Debugging, System Architecture, Data Analysis, Trading Systems, Security APL, Requirements Gathering, Analysis, Program Management, Software Design, Software Project...
Education
University of Rochester - Simon Business School 1976 — 1978
MBA, Systems Analysis
City University of New York City College 1973 — 1976
BA, Mathematics
Fiserv October 2011 - Present
Fiserv January 2008 - October 2011
CheckFree 1996 - 2008
Fiserv, Checkfree Investment Services 1996 - 2008
CheckFree Investment Services January 1996 - January 2000
Security APL January 1982 - January 1996
Skills
Leadership, SDLC, Business Analysis, Process Improvement, Product Management, Financial Services, Relationship Management, Integration, Portfolio Management, Program Management, Requirements Analysis, Cross-functional Team..., Disaster Recovery, Analysis, Management, Business Process..., Vendor Management, Outsourcing, Back Office, CRM, Strategy, Data Center
Education
Lewis University 1982 — 1984
Neuberger Berman September 2009 - Present
Lehman Brothers October 2006 - September 2009
Checkfree Investment Services December 2002 - October 2006
Siebel Systems June 2000 - December 2002
Checkfree Investment Services May 1999 - June 2000
Security APL September 1997 - May 1999
Security APL December 1993 - September 1997
Disc Engineering June 1990 - June 1992
Skills
Business Analysis, Fixed Income, Trading Systems, Financial Services, SDLC, Management, Vendor Management, Requirements Analysis, Portfolio Management, Asset Management, Visio, IT Strategy, Requirements Gathering, Mutual Funds, Business Requirements, Analysis, Software Project..., Business Process, PMO, IT Management, SQL, Unix, Process Improvement
Education
Ahmadu Bello University 1985 — 1989
B.SC, Accounting
Phillips Exeter Academy
Lazard March 2007 - Present
Lazard Asset Management February 2003 - February 2007
Lazard Asset Management June 1997 - February 2003
Checkfree Investment Services 1991 - 1997
Skills
Information Technology, Portfolio Management, Management, Disaster Recovery, Financial Services, Hedge Funds, Auditing, Corporate Finance, Trading Systems, Due Diligence, Marketing, CRM, Risk Management, Asset Managment, Equities, Alternative Investments, Project Management, Financial Analysis, Asset Management, Bloomberg
Education
Marist College
Fiserv September 2003 - Present
Checkfree Investment Services January 2003 - Present
Integrated Decision Systems 2003 - 2005
Skills
Windows Server, XML, SDLC, SQL, Disaster Recovery, Linux, VMware, Servers, Vendor Management, Data Center, System Administration, Virtualization, Business Analysis
Education
American Graduate University 2006 — 2007
Self-employed April 2007 - Present
CheckFree Investment Services November 1999 - April 2007
Education
California State University-Sacramento 1992 — 1996
BS, Business Administration, Marketing
Citi March 2009 - June 2013
Citi July 2007 - March 2009
CheckFree Investment Services 2005 - June 2007
Bank of New York, Outsourced OPS for ING Investment Management February 2003 - October 2005
ING Investment Management April 2002 - February 2003
AllianceBernstein January 2000 - April 2002
Skills
Fixed Income, Equities, Asset Managment, Mutual Funds, Investment Management, Bloomberg, Asset Allocation, Portfolio Management, Wealth Management, Back Office, Investments, Trading
Education
Mississippi State University 1997 — 1999
Bachelor of Science in Mathematics
Mississippi University for Women 1994 — 1999
Bachelor's degree, Mathematics
Fiserv 2008 - Present
CheckFree Investment Services January 2003 - Present
Education
Fordham University
BA, Economics and Math
Citi November 2011 - Present
Avaya November 2010 - May 2011
Citi November 2009 - November 2010
PNC Financial Services Group March 2008 - February 2009
Checkfree Corp June 2004 - January 2008
CheckFree Investment Services 2002 - 2008
Checkfree Corp June 2002 - June 2004
CheckFree September 1999 - June 2002
INSSINC 1995 - 1997
Skills
SDLC, PMP, Integration, Management, Architectures, Business Process..., Business Analysis, Software Project..., Requirements Analysis, Product Development
Education
Montclair State University 1994 — 1996
MS, Computer science
India
MS, Statistics
Fiserv Investment Services April 2014 - Present
Kurt Salmon October 2008 - September 2013
Satyam 2006 - September 2008
Bank of New York 2002 - 2005
Osprey Partners 1997 - 2001
CheckFree Investment Services 1991 - 1997
Security APL Inc. June 1990 - March 1995
Reuters 1987 - 1989
Skills
Wealth Management, Business Strategy, Retail Asset Management, Private Banking, Enterprise Architecture, Business Architecture, Program Management, Management Consulting, Business Process..., Financial Services, Asset Management, Business Transformation, Executive Management, Finance, Investments, IT Strategy, Project Portfolio..., Strategy, Business Analysis, Product Development, Investment Banking, Financial Advisory
Education
Boston University 1980 — 1986
FolioDynamix September 2010 - Present
CheckFree Investment Services 2007 - March 2011
Pershing 2005 - 2007
CheckFree February 2006 - February 2006
Skills
Fixed Income, SDLC, Equities
Education
Binghamton University 2000 — 2001
Bachelor of Science (BS), Economics, 3.5
St. Lawrence University
Pershing, a BNY Mellon company November 2011 - Present
Pershing, a BNY Mellon company October 2008 - November 2011
Fiserv October 2006 - October 2008
CheckFree Investment Services October 2005 - October 2006
Skills
SDLC, Requirements Gathering, Business Analysis, Requirements Analysis, Process Improvement, Software Project..., Visio, SQL, Software Documentation, Integration, Vendor Management, Back Office, Financial Services, Project Management, Business Process, Portfolio Management, Business Intelligence
Education
Montclair State University 2003 — 2005
Master of Business Administration (MBA), Business Administration and Management, General
The College of New Jersey 1997 — 2001
Bachelor of Science (BS), Marketing
PNC Mortgage September 2013 - Present
The Judge Group February 2013 - September 2013
Envestnet Asset Management April 2012 - January 2013
JPMorgan Chase October 2011 - April 2012
The Northern Trust Company March 2011 - October 2011
JP Morgan Chase December 2009 - March 2011
Checkfree Investment Services July 2005 - February 2009
The Northern Trust Company January 2000 - June 2003
The Northern Trust Company 1994 - 2000
The Northern Trust Company 1987 - 1994
Skills
SDLC, Business Analysis, Requirements Gathering, User Acceptance Testing, Visio, Business Requirements, Process Improvement, Requirements Analysis, Software Documentation, Analysis, Training, Project Management, Strategy, Business Process, Business Process..., Vendor Management, SharePoint, MS Project, Access, PMO, Software Project..., Risk Management, Business Intelligence, Resource Management, Systems Analysis, Program Management, Project Portfolio...
Education
Keller Graduate School of Management of DeVry University 2000 — 2002
MBA, Finance
Luther College 1974 — 1978
BA, Liberal Arts
South Shore High School 1970 — 1974
Diploma, College Prep
CRM Software October 2007 - February 2008
SunGard Wealth Management October 2006 - June 2007
CheckFree Investment Services April 1999 - May 2006
Education
Ball State University
BS, Business Admin
ETRADE Financial Senior Data AnalystE*TRADE FINANCIAL2005 - Present
Citigroup Venture Capital 2003 - 2005
Citicards 2003 - 2005
CheckFree Investment Services 2001 - 2002
Federal Reserve Bank of Atlanta 2000 - 2001
Education
Bryn Mawr College 1996 — 2000
Brooklyn Tech
CheckFree Corporation December 2006 - Present
CheckFree Corporation July 2005 - November 2006
CheckFree Investment Services March 2002 - June 2005
CheckFree Investment Services October 2000 - March 2002
CheckFree Investment Services September 1998 - October 2000
CheckFree Investment Services January 1995 - September 1998
Security APL January 1993 - December 1994
Security APL January 1992 - December 1992
Security APL January 1991 - December 1991
Skills
Product Management, Portfolio Management, Business Analysis, SDLC, Vendor Management, Financial Services, Management, Process Improvement, Requirements Analysis, Equities, Leadership, Integration, Asset Management, Risk Management, IT Strategy, Program Management, Sales, SQL, Business Process..., Fixed Income, Visio, Relationship Management, Banking
Education
Columbia University in the City of New York 1985 — 1985
Division of Special Programs, Computer Technology and Application
Villanova University 1979 — 1983
B.S., Mathematics
Morgan Stanley December 2009 - Present
Tennessee Valley Authority January 2008 - September 2009
CheckFree Investment Services March 2006 - April 2008
Hewlett-Packard 2004 - 2005
Skills
Project Management, WCF, SOA, SDLC, Web Services, Microsoft Technologies, LINQ, Requirements Analysis, ASP.NET, Microsoft SQL Server, Software Project..., Design Patterns, Agile Methodologies, .NET, VB.NET, Solution Architecture, C#, PL/SQL, JavaScript, ASP.NET MVC, Testing, XML, SQL
Education
Barkatullah Vishwavidyalaya 1999 — 2001
MCM, Computers
RNA 1986 — 1993
Higher Secondary
Checkfree Director, Professional ServicesFiserv2008 - Present
CheckFree Investment Services 2005 - Present
Integrated Decision Systems 1992 - 2005
Education
California State University-Long Beach 1984 — 1990
BS, Computer Science/Mathematics
Aperia Solutions, Inc. September 2013 - Present
J.P. Morgan May 2012 - September 2013
Fidelity Investments January 2012 - May 2012
J.P. Morgan April 2011 - December 2011
Penson Financial Services March 2011 - April 2011
MacKay Shields September 2008 - January 2011
CheckFree Investment Services August 2007 - September 2008
Cramer Rosenthal McGlynn October 2004 - July 2007
Ark Asset Management November 2000 - March 2003
Banco de Chile July 1998 - November 2000
Skills
Fixed Income, PMBOK, Equities, Securities, Bloomberg, Derivatives, Microsoft Office, Full SDLC, Financial Services, Trading, Back Office, Management, Business Analysis, SQL, Bonds, Banking, Hedge Funds, Options, Mutual Funds, Corporate Actions, Risk Management, Settlement, Customer Service, Finance, Alternative Investments, Middle Office, Asset Allocation, Emerging Markets, Investments, FX Options, Prime Brokerage, Trading Systems, Electronic Trading, Investment Banking, Requirements Gathering, Account Reconciliation, Global Custody, Fund Accounting, Business Requirements, Foreign Exchange, Investment Advisory, Order Management, DTC, SWIFT payments, Equity Trading, Securities Lending, Collateral Management, Currency, FX trading, Operational Risk
Education
Laguardia Community College 1997 — 2000
Broadridge Financial Solutions September 2013 - Present
Goldman Sachs March 2012 - August 2013
Goldman Sachs October 2009 - March 2012
The McNamara Group LLC January 2002 - October 2009
CheckFree Investment Services 1998 - 2002
Innovative Training Inc. November 1996 - December 1997
Prudential Securities May 1995 - November 1996
Prudential Securities June 1993 - October 1993
Skills
Equities, Portfolio Management, Mutual Funds, Fixed Income, Business Analysis, Separately Managed..., Unified Managed Accounts, Implementation Planning, Project Management, Process Improvement, Industrialization, Business Development, PMO, Asset Management, Program Management, Management, Financial Services, Vendor Management
Education
Charles E. Gorton High School
Hofstra University
Bachelor of Business Administration (BBA), Marketing
Equifax August 2013 - Present
Equifax May 2011 - Present
CheckFree Investment Services January 2008 - June 2011
GE Money June 2007 - January 2008
GE Money April 2006 - June 2007
GE Money April 2005 - April 2006
MBNA November 2004 - March 2005
MBNA March 2002 - November 2004
Skills
Financial Services, Segmentation, Strategy, Product Marketing, Management, Strategic Thinking, Account Management, Relationship Management, Credit Cards, Portfolio Management, Vendor Management, Analytics, Banking, Cross-functional Team..., Database Marketing, Product Management, Risk Management, Call Center, Payments, Credit, Customer Acquisition, Credit Risk, Business Strategy, Direct Marketing
Education
University of Phoenix 2002 — 2004
MBA, Marketing
Immaculata University 2000 — 2001
BA, Organizational Dynamics
East High School 1989 — 1993
Fiserv June 2001 - Present
CheckFree Investment Services June 2005 - June 2007
Education
San Diego State University-California State University 2001 — 2002
MBA, Financial and Tax Planning
California State University-Fullerton 1988 — 1990
BS, Criminal Justice
Kirkland & Ellis LLP February 2004 - Present
The Anekwe Group August 1998 - Present
CheckFree Investment Services 1992 - 2003
Skills
SharePoint, Vendor Management, Project Management, Strategic Planning, Outlook, Microsoft Office, Team Building, Management, Leadership, Program Management, Customer Service, Change Management, Training, Access, Process Improvement, Budgets, Event Planning, Visio, PowerPoint, Business Analysis, Troubleshooting, Software Documentation, System Administration
Education
DePaul University
Iowa State University
Fiserv July 2007 - Present
CheckFree Investment Services 2007 - 2008
First National Credit Card Center 1999 - 2007
InfiCorp 1998 - 2007
Skills
Visio, Vendor Management, CRM, Financial Services, Credit Cards, Executive..., Cross-functional Team...
Education
Berry College
Pershing, LLC July 2010 - February 2013
Barclays Corporate Banking 2013 - 2013
HCC Specialty April 2009 - June 2010
Citigroup March 2008 - November 2009
Fiserv 2006 - January 2008
CheckFree Investment Services July 2005 - January 2008
CheckFree 2005 - 2008
CheckFree Investment Services 2003 - 2005
CheckFree Investment Services August 2001 - 2003
Pershing, LLC April 2000 - May 2001
Skills
Equities, Equity Trading, Fixed Income, Mutual Funds, Fixed Annuities, Unified Managed Accounts, Separately Managed..., Business Analysis, Securities, Cash Management, Options, Management, Team Leadership, Project Management, Instructor-led Training, Instructional Design, Communication Skills
Education
Montclair State University
BS, Business Administration--Management
Chevron June 2012 - Present
ExxonMobil May 2004 - June 2012
CheckFree Investment Services March 2000 - May 2004
Mobil Oil December 1989 - March 2000
Mobil Oil June 1980 - December 1988
Skills
Chemical Engineering, Refinery, Petrochemical, Process Engineering, Process Simulation, Process Design, Process Safety, HAZOP, Refining, Refineries, FEED, P&ID, Process Optimization, Downstream Oil
Education
Drexel University 1980 — 1984
MS, Chemical Engineering
Pratt Institute 1977 — 1980
Bachelor of Science (BS), Chemical Engineering
MetLife July 2014 - Present
Liberty Mutual 2008 - 2014
The Kessler Group 2000 - 2008
Kessler Financial Services 2000 - 2008
CheckFree Investment Services 1997 - 2000
Brown Brothers Harriman 1992 - 1997
Skills
Affinity, Partnership Marketing, Strategy, Direct Marketing, Business Intelligence, Integrated Marketing, Sales, Business Development, Financial Services, Strategic Partnerships, Credit Cards, Segmentation, CRM, Operations Management, Customer Acquisition, Management, Analytics, Relationship Management, New Business Development, Lead Generation, Account Management, Leadership, Salesforce.com
Education
University of Massachusetts at Amherst - Isenberg School of Management 1987 — 1991
BBA, Marketing
Archbishop Williams 1984 — 1987
Albridge Solutions September 2007 - Present
Albridge, an Affiliate of Pershing September 2007 - Present
CheckFree Investment Services 2003 - 2007
CheckFree 2003 - 2007
Education
City University of New York-Brooklyn College 1992 — 1998
PNC Financial Services May 2011 - Present
OSU Medical Center - Dept. of Bio-Medical Informatics January 2010 - March 2011
Nationwide Insurance March 2001 - June 2009
CheckFree Investment Services June 1997 - April 2000
CheckFree Investment Services July 1996 - June 1997
CheckFree Investment Services August 1995 - July 1996
CheckFree Investment Services April 1994 - August 1995
Skills
SDLC, PMP, Business Intelligence, Software Project..., Data Warehousing
Education
Franklin University
Bachelor of Science, Accounting
CheckFree Investment Services 2008 - Present
Education
Mount St. Mary's University
Business
Informa Investment Solutions June 2006 - Present
CheckFree Investment Services 2005 - June 2006
CheckFree Investment Services 2003 - 2005
CheckFree Investment Services 1997 - 2003
Skills
Agile Methodologies, SDLC, Software Development, T-SQL, Requirements Analysis, C#, SQL, Microsoft SQL Server, Project Management, Product Development, Software Project..., Business Intelligence, .NET, Business Process..., Change Management, Business Development, Business Strategy, Business Analysis, CRM, Project Planning, Management, Process Improvement
Education
Boston University 1996 — 1997
Masters Certificate in Client/Server Application Development, 1997
University of Massachusetts Boston 1987 — 1992
Bachelor's degree, Economics
CheckFree Investment Services June 2008 - Present
Fiserv., Inc. June 2008 - Present
Anne Arundel County December 2007 - June 2008
Anne Arundel County Government December 2007 - June 2008
Mercantile Bankshares March 1997 - October 2007
Mercantile-Safe Deposit & Trust Company 1997 - 2007
Chesapeake System Solutions March 1994 - March 1997
Chesapeake System Solutions January 1994 - January 1997
DISC 1990 - 1994
Skills
Banking, COBOL, DB2, Financial Analysis, Mainframe, Portfolio Management, Process Improvement, Requirements Analysis, Risk Management, Testing, Unix, Windows
Education
Anne Arundel Community College 1977 — 1979
Associate, Arts, Data Processing / Business Management
Consultant for Stele Infotech at Celgene May 2014 - Present
Novartis Pharmaceuticals Corporation November 2012 - December 2013
Novartis Consumer Health October 2007 - October 2012
CheckFree Investment Services May 2001 - May 2007
Skills
Microsoft Office, SharePoint, Ariba, SAP, Concur, Visio, Notary, BrassRing, Equifax I9 System, Entrust PKI, OneNote, Quality Assurance, SQL, MS Project, Business Analysis, SDLC
Education
Certified Professional Administrative Assistant (IAAP) 2009 — 2009
Certified Professional Secretary (IAAP) 2006 — 2006
Essex County College 1995 — 1996
Hamilton Park Neighborhood Association August 2009 - December 2014
Friends of Hamilton Park Montessori School November 2010 - June 2013
JCMM 2006 - December 2009
CheckFree Investment Services January 2001 - June 2005
Bigfoot Interactive January 2000 - January 2001
Bigfoot Interactive September 1999 - January 2000
Charles Schwab December 1998 - September 1999
Cowen and Company June 1997 - December 1998
HCV Pacific Partners LLC January 1993 - June 1997
Skills
Cross-functional Team..., Market Research, Marketing, Leadership, Management, Strategic Planning, Project Planning, Marketing Strategy, Marketing Communications, Analysis, Product Marketing, Event Management, Product Development, Business Strategy, Product Management, Management Consulting, Program Management, Strategy, Business Analysis, Segmentation, Social Media, Project Management, Special Events, Competitive Intelligence, New Business Development, Research, Account Management, Public Relations, non-profit, Competitive Analysis, Social Media..., Facebook Marketing
Education
New York Botainical Garden 2012 — 2015
Gardening
NEW YORK UNIVERSITY'S SCHOOL OF CONTINUING & PROFESSIONAL STUDIES 2002 — 2004
University of Vermont 1990 — 1993
Bachelor of Arts, History
Hartwick College 1988 — 1993
ba, history
MUHS
Aria Systems February 2015 - Present
Aria Systems August 2014 - February 2015
Yodlee November 2010 - July 2014
Restore Order January 2008 - June 2010
Volunteer Work April 2004 - August 2009
WorldCom August 2000 - April 2002
WorldCom December 1999 - August 2000
CheckFree Investment Services October 1998 - December 1999
Primerica Financial Services September 1996 - October 1997
CheckFree Investment Services April 1995 - September 1996
Skills
Sales Management, Contract Negotiation, Analysis, Team Building, Budgeting, Business Analysis, Business Strategy, Business Planning, Business Management, Customer Relations, Documentation, Data Analysis, E-commerce, Forecasting, Financial Analysis, Financial Planning, Financial Reporting, Hiring, Internet, Team Leadership, Leadership Development, Social Media, Online Marketing, Organizational..., Operations Management, Organizing, Optimization, Planning, Public Relations, Quality, Quality Assurance, Quality Management, Real Estate, Risk Management, Strategic Planning, Telecommunications, Teaching, Troubleshooting, Team Management, User Experience, Vendor Management, Writing, Management, Product Management, Budgets, SaaS, Project Planning, Customer Service, Sales, Account Management
Education
George Mason 1986 — 1990
Bachelor of Science (BS), Business/Corporate Communications
Herndon High School 1982 — 1986
High School, General Education
Towers Watson July 2014 - Present
Flexera Software October 2010 - November 2013
CA Technologies January 2008 - October 2010
CA Technologies January 2007 - January 2008
CA Technologies December 2005 - January 2007
ABN AMRO February 2003 - December 2005
Alaris Field Services March 2002 - December 2002
CheckFree Investment Services June 2000 - March 2002
Skills
Data Analysis, Strategic Planning, Business Planning, Financial Analysis, Financial Modeling, Operating Budgets, Budget Process, Finance, Forecasting, Management, Business Process..., Analysis, Budgets, Mergers & Acquisitions, Process Improvement
Education
Loyola University of Chicago 1995 — 2001
Bachelor's degree
Allegiance Bank Texas November 2013 - Present
Jonas Fitness, Inc. September 2010 - November 2013
Fiserv October 2006 - September 2010
CheckFree Investment Services August 2005 - September 2006
Don McGill Toyota February 2002 - August 2005
United States Marine Corps February 1994 - November 2001
Skills
Windows Server, Active Directory, Microsoft SQL Server, IIS, DNS, Servers, Troubleshooting, Databases, VPN, Software Documentation, Firewalls, Integration, SQL, Citrix, Software Development, T-SQL, Business Intelligence, Group Policy, Disaster Recovery, Security, SSIS, DHCP, SharePoint
Education
Chapman University 2000 — 2002
Bachelor of Science
SS&C Technologies 2007 - April 2014
CheckFree Investment Services 2002 - 2006
RH Donnelley 1988 - 1999
RH Donnelley 1994 - 1998
Skills
Asset Managment, Financial Services, Trading Systems, Product Management, Fixed Income, Mutual Funds, Equities, Executive Management, Business Process..., Hedge Funds, Back Office, Asset Management, Electronic Trading, Portfolio Management, Wealth Management, Investment Management, Capital Markets, Banking, Alternative Investments, Series 7, Investments, Bloomberg, Securities, SDLC, Vendor Management, Derivatives, Due Diligence, Trading, Separately Managed..., Market Data, Financial Markets, Middle Office, Equity Trading, Fund Accounting, Series 63, Asset Allocation, Prime Brokerage
Education
College of the Holy Cross
PwC April 2012 - Present
PricewaterhouseCoopers January 2011 - April 2012
PricewaterhouseCoopers June 2009 - January 2011
PricewaterhouseCoopers September 2006 - June 2009
PricewaterhouseCoopers May 2004 - September 2006
AICPA 2003 - 2004
KeyBank February 2002 - July 2003
CheckFree Investment Services October 1999 - January 2002
Education
Furman University 1994 — 1998
Bachelor of Arts (B.A.), Political Science and Communications
Citi October 2012 - March 2013
Prudential Financial September 2011 - September 2012
BNY Mellon January 2011 - August 2011
Accenture November 2009 - December 2010
Citi January 2008 - May 2009
Societe Generale America Operations January 2007 - December 2007
AIG July 2006 - December 2006
CheckFree Investment Services January 2006 - June 2006
Fidelity Investments January 2005 - December 2005
E*TRADE Financial January 2004 - December 2004
Skills
Investment Banking, Portfolio Management, Wealth Management, Requirements Gathering, Project Management, BRD, RIA, Access, Visio, Equities, Capital Markets, Derivatives, Financial Services, Banking, Business Analysis, Trading Systems, Financial Markets, Options, Insurance, Previously held Series..., FRD, Use Case, System..., Clearance & Settlement..., ARIS Business Process..., Microsoft SQL Server, Financial Firms Front,...
Education
Golden Gate University 2010 — 2015
MS, Taxation
Boston University 2004 — 2004
CMFS, Certified Mutual Fund Specialist
Manhattan College 1998 — 2000
MBA, Finance and Financial Management Services
Manhattan College 1991 — 1994
B.S., Finance and Economic
Laguardia Community College 1988 — 1990
Associate of Arts and Sciences (A.A.S.), Mathematics
J.P. Morgan July 2012 - Present
Private Wealth Fund February 2012 - July 2012
Goldman Sachs February 2008 - February 2012
DKR Capital 2003 - 2005
CheckFree Investment Services 2000 - 2001
Ernst & Young, LLP 1999 - 2000
Skills
Fixed Income, Quantitative Finance, Derivatives, Credit Derivatives, Equities, Trading, Financial Markets, Portfolio Management, Credit Risk, Equity Derivatives, Options, Trading Systems, C#, Financial Modeling, Quantitative Analysis, Monte Carlo Simulation, Risk Management, Matlab, SQL, C++, Hedge Funds, Bonds, Equity Trading, Securities, Swaps, Investments, Bloomberg, SQL Server, Functional Programming, Machine Learning, F#, Interest Rate..., Quantitative Analytics
Education
Columbia Engineering
MS, Financial Engineering
Georgia Institute of Technology
B, Electrical Engineering
JPM Chase December 2005 - Present
CheckFree Investment Services July 2004 - December 2005
Compuware November 1995 - July 2004
Micro Center November 1993 - October 1995
Corporate Business Consultants January 1988 - September 1993
Mohawk Data Sciences 1980 - 1986
Skills
Project Management, SDLC, Leadership, Business Analysis, Vendor Management, PMP, IT Management
Education
Franklin University 1996 — 1999
Bachelor of Science, Computer Science & Technical Administration
Harper College 1978 — 1979
Associates, Data Processing
Yankelovich / The Futures Company March 2007 - Present
CheckFree Investment Services January 2003 - December 2006
CA January 1994 - December 1999
Education
Baldwin Wallace University
BA, Business Marketing
The Ohio State University
MetLife January 2014 - Present
Informa Investment Solutions February 2011 - December 2013
Informa Investment Solutions October 2009 - May 2011
Kelley School of Business April 2009 - November 2010
Informa Investment Solutions November 2006 - December 2008
CheckFree Investment Services 1999 - 2006
Mobius Group June 1992 - 2006
Skills
Business Analysis, Microsoft Office, Business Intelligence, SDLC, Analysis, Leadership, Project Management, Quality Assurance, Databases, Product Management, Team Building, Analytics, Six Sigma, Team Management, Process Improvement, Visio, Requirements Analysis, Software Documentation, Data Analysis
Education
Duke University 1987 — 1991
BA, Sociology
Altoona Area High School 1984 — 1987
Light Industries / Summit Business Technologies January 2010 - Present
My PC Guy Inc. November 2005 - January 2010
CheckFree Investment Services June 2000 - October 2005
Skills
Integration, Program Management, Cloud Computing, Network Security, Management, Project Management, CRM, Business Development, Business Analysis, IT Strategy, Disaster Recovery, Account Management, Team Building, Operations Management, Strategic Planning, Vendor Management, Business Strategy, Enterprise Software, New Business Development, Sales, Management Consulting, Business Process, Networking, Business Intelligence, Beta Management, Usability Testing, Wireless Security, Wireless Networking
Education
DeVry University 1990 — 1993
BS, Computer Information Systems and Electrical Engineering
Rebe Homes Team Realty One Group 2005 - Present
CheckFree Investment Services 2002 - 2004
MicroAge 1993 - 2002
MicroAge Computers 1993 - 2001
MicroAge Advanced Systems Consultants 1993 - 1996
Educational Management Group 1991 - 1992
Gillespie Investments 1987 - 1991
ComputerPrep 1983 - 1987
Skills
Real Estate Consulting, Realt Estate Negotiating, Short Sales, Selling, Start-ups, Sales, Real Estate, Negotiation, Training, Management, Strategy, Sellers, Sales Management, Investors, Business Planning, Luxury, Buyers, Mergers & Acquisitions, Resellers, Retail, Customer Service, Coaching, Outsourcing
Education
Arizona State University 1978 — 1981
BA, Education, Physical Education, Secondary Education
UPS Supply Chain Solutions March 2013 - July 2015
McKesson April 2012 - February 2013
The Coca-Cola Company January 2008 - December 2011
Scientific Atlanta May 2007 - December 2007
Coca-Cola Enterprises January 2006 - April 2007
CheckFree Investment Services May 2005 - December 2005
Agentek, Inc. May 2004 - March 2005
Skills
SAP R/3, SAP WM, SAP SD, SAP MM, Variant Configuration, SAP Logistics Execution, SD, SAP, Materials Management, Integration, SAP ERP, Warehouse Management, Supply Chain, Business Process, Business Process..., ERP, Business Analysis, Data Migration, SAP Implementation, Supply Chain Management, Consulting
Education
City University of New York-Baruch College 2000 — 2004
B.B.A, Computer Information Systems; Networking and Database Administration
City University of New York, QueensBorough College, CUNY 1998 — 2000
A.A.S, Computer Information Systems; Operating Systems and Programming Languages
Checkfree Investment Services 1996 - 2004
National Investor Data Services (NIDS) 1982 - 1996
National Investor Data Services 1982 - 1992
Bankers Trust Company 1958 - 1969
Skills
Wealth Management, Portfolio Management, Equities, Asset Managment, Investments, Hedge Funds, Asset Management, Alternative Investments, Securities, Mutual Funds, Banking, Fixed Income, Investment Banking, Mergers & Acquisitions, Private Equity, Investment Advisory, Trading, Financial Modeling
Education
Georgetown University 1952 — 1956
BS, Economics
Cranwell School 1948 — 1952
Saint Mary's School January 2013 - Present
Newhope Church, Inc. January 2012 - January 2013
Klein Decisions, Inc June 2004 - February 2011
CheckFree Investment Services March 1999 - January 2003
Mobius Group 1995 - 1999
UAI Technology- Leonard Division April 1993 - April 1995
Vernon Law Firm May 1989 - March 1993
Duke University September 1979 - September 1983
Skills
Accounting, Change Management, Strategic Planning, Budgets, Mergers & Acquisitions, Process Improvement, Financial Analysis, Performance Management, Managerial Finance, Start-ups
Education
Duke University - The Fuqua School of Business 1982 — 1985
MBA, Accounting and Finance
Duke University 1975 — 1979
BS, Management and Accounting
The Mount Sinai Hospital January 2013 - Present
Continuum Health Partners May 2007 - January 2013
CheckFree Investment Services January 2000 - May 2007
Skills
Healthcare, BMC Remedy, Visio, VMware, Software Documentation, Data Center, Disaster Recovery, Healthcare Information..., Information Security, Troubleshooting, Active Directory, HL7, IT Management, Citrix, System Administration
Education
University of Phoenix 2004 — 2007
Bachelor of Arts (BA), Information Technology
Katherine Gibbs School 1998 — 2000
Associate's degree, Network and System Administration/Administrator
Harry Van Arsdale High School 1989 — 1993
High School diploma, Business Administration and Management, General
Clifford Associates Inc. March 2015 - Present
Parks and Recreation 2011 - Present
AstraZeneca January 2010 - January 2013
AstraZeneca January 2007 - December 2009
AstraZeneca May 2005 - December 2006
AstraZeneca September 2001 - May 2005
CheckFree Investment Services 2001 - 2001
Derivion Corporation 2000 - 2001
Arthur Andersen LLP 1999 - 2000
Skills
Pharmaceutical Sales, Gastroenterology
Education
Florida State University 1996 — 1999
B.S., Public Relations & Minor in Psychology
University of Kentucky 1995 — 1996
Biology
Cognizant Technology Solutions September 2011 - Present
Marsh March 2007 - September 2011
Dovenmuehle Mortgage July 2005 - December 2006
CheckFree Investment Services March 2001 - May 2005
Skills
Insurance, Workers Compensation, Performance Management, Property & Casualty..., Employee Engagement, Talent Management, Underwriting, Onboarding, Training, Recruiting, Brokers, Succession Planning, Training Delivery, Organizational..., Leadership, Project Management, Strategic Planning, Organizational..., Employee Training, Workshop Facilitation, Blended Learning, Performance Improvement, Organizational Design, Leadership Development, Soft Skills, Consulting, Change Management, Process Improvement, Call Centers, Management Development, Team Building, Learning Management..., Performance Consulting, New Hire Orientations, Organizational Learning, 360 Feedback, Instructor-led Training, Management, Program Management
Education
Drake University 2008 — 2012
Master's degree, Adult Learning & Organizational Development; emphasis in Training & Development and Leadership
Benedictine University 2002 — 2003
Bachelor of Arts (B.A.), Political Science and Government
Charles Schwab May 2010 - Present
Charles Schwab February 2008 - May 2010
Countrywide Mortgage Services January 2006 - December 2006
CheckFree Investment Services January 2005 - December 2005
Education
University of Phoenix 2009 — 2010
MBA, Business
Arizona State University 2003 — 2008
Bachelors of Arts, Sociology
AMMC March 2000 - Present
CheckFree Investment Services 2000 - 2011
CheckFree Investment Services 2000 - 2011
Skills
Sales, Management, Marketing, Strategic Planning, Team Building, Customer Relations, Business Planning, Healthcare, Marketing Strategy, Budgeting, Budgets, Customer Service, Leadership, Social Media, Advertising, Wellness, Leadership Development, Public Speaking, Entrepreneurship, Research, Coaching, Team Leadership, Business Development, Social Networking, Training, Public Relations, Event Planning, Program Management, Sales Management, Strategy, Time Management, Microsoft Office, Contract Negotiation, Operations Management, Change Management, Event Management, Project Management, Marketing Communications, Online Marketing, Outlook, Business Strategy, Social Media Marketing, Negotiation, Market Research, Microsoft Excel, Salesforce.com, Fundraising, PowerPoint, Editing, CRM
Education
Arkansas State University 1997 — 1999
Exercise Science, Physical Education
Arkansas Tech University 1979 — 1983
Business Administration
Hewlett-Packard March 2013 - Present
Energen October 2008 - March 2013
South Florida Water Management District 2008 - 2008
MyITgroup 2006 - 2008
CheckFree Investment Services 2006 - 2006
B2B Workforce 2005 - 2006
Wipro Technologies 1999 - 2001
Skills
ERP, Business Intelligence, Project Management, ABAP, Requirements Analysis, Business Process, SAP, Business Analysis, SAP Workflow, SAP Netweaver, SQL
Education
Temple University 2002 — 2004
MBA, Finance
Bangalore University 1995 — 1999
BE, ECE
FolioDynamix SVP, Business DevelopmentVestmark, Inc.April 2007 - April 2009
CheckFree Investment Services August 1994 - April 2007
Education
Fairleigh Dickinson University 1985 — 1989
B.A., Finance and International Business
Informa Investment Solutions August 2006 - December 2013
Informa Investment Solutions November 2003 - August 2006
CheckFree Investment Services September 2000 - November 2003
Skills
Product Management, Business Analysis, Product Development, SaaS, Enterprise Software, SDLC, Agile & Waterfall..., Cross-functional Team..., Business Intelligence, Analytics, Requirements Analysis
Education
Hanover College
BA, Business Minor
The Ohio State University
MBA, Finance
CI Actuation January 1992 - Present
CheckFree Investment Services 1900 - 2011
Education
Georgia Institute of Technology 1983 — 1987
BSIM
Fiserv 2012 - Present
Fiserv 2007 - 2012
CheckFree Investment Services 2003 - 2007
Heliograph Ltd. 2001 - 2003
Financial Fusion 2000 - 2001
Sybase 1997 - 2000
Skills
Product Development, Product Management, Quality Assurance, Agile Methodologies, SDLC
Education
Cornell University 1993 — 1997
B.A., Computer Science, Business Management
NYU
Graduate studies in Finance
Fringe Benefits Fabric Store October 2004 - Present
DeLong, Inc. September 2007 - Present
Laureate Capital February 2003 - June 2005
CheckFree Investment Services January 2001 - August 2002
Southern Company June 1998 - December 2000
Skills
Event Planning, Microsoft Office, Financial Analysis, Customer Service, Real Estate, Team Building, Leadership, Project Management, New Business Development, Marketing
Education
Auburn University 1994 — 1998
BS, Management Information Systems
UMS-Wright Preparatory School 1990 — 1994
Domtar January 2014 - June 2014
Empire Life October 2012 - November 2013
CIBC Wealth Management May 2007 - September 2012
Citco Fund Services September 2006 - May 2007
CheckFree Investment Services February 2006 - June 2006
GECIS April 2004 - January 2006
Skills
Quality Center, QTP, Test Planning, Regression Testing, Test Management, Software Quality..., Test Strategy, Unitrax, Microsoft SQL Server, User Acceptance Testing, SDLC, Microsoft Dynamics, Test Cases
Education
Nagarjuna University 2000 — 2003
Master's Degree, Computer Science, 1
BMC Software September 2006 - Present
CheckFree Investment Services February 1998 - May 2006
North Coast Software August 1997 - January 1998
Skills
Visual C++, Customer Support, Enterprise Architecture, InstallShield, Operating Systems, Shell Scripting, Unix, Perl, Agile Methodologies, Object Oriented Design, Tomcat, Solaris, Linux, Eclipse, Software Engineering, XML, Software Development, Distributed Systems, Multithreading, Java Enterprise Edition, Web Services, Java
Education
SUNY Institute of Technology 1995 — 1997
Bachelor of Computer Science, Computer Science
Jamestown Community College 1993 — 1995
Associate of Science (A.S.), Computer Science
Ziegler Capital Management, LLC September 2003 - Present
CheckFree Investment Services September 2000 - September 2003
Northern Trust June 1999 - August 2000
Skills
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, ThomsonOne, Thomson One Analytics, Bloomberg, Northfield Optimizer, Research Insight, CSFB HOLT ValueSearch, Security APL, Equities, Portfolio Management, Performance Attribution, Investment Performance, Equity Trading, PowerPoint, Asset Allocation, Fixed Income, Equity Research
Education
The University of Chicago - Booth School of Business 2008 — 2011
Master of Business Administration (M.B.A.), Analytic Finance, Economics, Econometrics & Statistics
DePaul University 1995 — 1999
Bachelor's degree, Finance
New Buffalo High School 1991 — 1995
Adecco Staffing, USA July 2013 - Present
HRACO Human Resources of Central Ohio January 2013 - Present
Center of Vocational Alternatives October 2012 - July 2013
Delaware City Vineyard (formerly River Valley Vineyard) August 2007 - May 2012
Cass Information Systems February 2007 - July 2010
Heritage Christian Church March 2001 - February 2006
Heritage Christian Church May 2005 - October 2005
Westerville Area Resource Ministry February 1999 - June 1999
CheckFree Investment Services May 1994 - August 1997
COVA November 1991 - May 1994
Skills
Associate Counseling, Orientation &..., Business Liason, HR Program Management, Employee Relations, Diversity Training, HR Project Management, College Recruiting, Job Fairs, Confidential..., Temporary Staffing, Program & Event..., Interview Skills, Job Coaching, Recruitment & Retention, Recruitment Training, New Business Development, Non-profit..., Diversity Program..., Recruiting, Business, Computer Program, Human Resources, Records Management, Event Planning, Community Mental Health, Leadership, Personnel Management, Coaching, Employee Benefits, Management, New Hire Orientations, HRIS, Policy, Nonprofits, Interviews, Training, Onboarding, Program Development, Talent Management, Talent Acquisition, Strategic Planning, Resume Writing
Education
Certification class 2014 — 2014
PHR
Bowling Green State University 1985 — 1989
BA, Political Science/Public Administration
Third Federal Savings April 2007 - Present
Ohio Savings Bank September 2006 - March 2007
CheckFree Investment Services January 2000 - September 2006
Waterfield Financial August 1986 - January 2000
Skills
WCF, C#, Microsoft SQL Server, WPF, MVVM, SQL, Linux, .NET, ASP.NET, C++, Web Services, Windows, JavaScript, HTML, COBOLII, Powershell, Progress 4GL, OpenEdge
Education
Austin Community College 1983 — 1986
Associate of Applied Science, Data Processing, 3.8/4.0 (4.0 in computer classes)
Indiana University-Purdue University Fort Wayne (IPFW) 1991 — 1991
Business
Concordia University-Wisconsin 1994 — 1994
Business
Great Lakes Christian College 1979 — 1980
Ozark Christian College 1978 — 1979
Purdue University - Fort Wayne campus 1977 — 1977
Engineering
Vanguard December 2013 - January 2015
Vanguard August 2011 - December 2013
Vanguard May 2010 - August 2011
CheckFree Investment Services September 2007 - September 2009
Skills
Consulting, Investments, New Business Development, Asset Allocation, Retirement Planning, Administration, Training & Development, Equities, Relationship Management, Coaching, Microsoft Office, Securities, Retirement plan..., Time Management, Retirement, Qualified Retirement..., Defined contribution..., Mutual Funds, Series 7, Series 63, Problem Solving, Customer Service, Financial Services
Education
Austin Community College
Scottsdale Community College
Expedia, Inc. April 2011 - Present
GoDaddy April 2005 - July 2011
CheckFree Investment Services February 2003 - April 2005
Skills
Data Center, VMware, Windows Server, Active Directory, Servers, IIS, Virtualization, Cisco Technologies, Apache
Education
Chandler/Gilbert Community College 2001 — 2014
Ben Franklin Middle School July 2012 - June 2013
Boy Scouts of America September 2005 - March 2013
MasterShield Gutter Protection September 2009 - August 2011
Hawes On Stage Drama Club September 2008 - May 2010
Our Lady of Mount Carmel MOMs Group August 2006 - June 2007
Our Lady of Mount Carmel MOMs Group September 2000 - June 2006
CheckFree Investment Services August 1992 - August 1998
PaineWebber Develoment Corporation April 1989 - August 1992
Skills
Customer Service, Leadership, Training, Writing, Event Planning, Teaching, Team Leadership, Theatre
Education
Marist College 1982 — 1986
Bachelor's degree, Communications & Spanish
Smithtown High School East, St. James, NY 1978 — 1982