DTCC Company
Industry: Capital market company
DescriptionThe Depository Trust & Clearing Corporation is an American post-trade financial services company providing clearing and settlement services to the financial markets. Owner: banks, brokers Headquarters: New York City, New York, United States CEO: Michael C. Bodson (1 Jul 2012–) Chief information officer: Robert Garrison Number of locations: 10 Subsidiaries: Omgeo LLC, Depository Trust Company,
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DTCC Employees
DTCC July 2012 - Present
Gainesville Fashion Week December 2011 - June 2012
Wolfgang Boutique April 2010 - June 2012
David Greenberg Communications August 2011 - January 2012
PR Consulting May 2011 - August 2011
Skills
Press Releases, Blogging, Public Relations, Social Media Marketing, Marketing, Internal Communications, Cision, Corporate Communications, Public Speaking, Event Planning, Social Media, Media Relations, Microsoft Office, Strategic Communications, Social Networking, Integrated Marketing, InDesign, AP Style, Crisis Communications, Strategy, Publicity, Marketing Communications, Leadership, Event Management, News Writing, Editing, Newsletters, Photoshop, QuickBooks, BurrellesLuce, Creative Writing, Dreamweaver, Strategic Media..., B2B Marketing, Fashion Writing, Media Strategy, Team Leadership, Federal Government..., Financial Communications, Fashion Buying, Hootsuite, Twitter, LinkedIn, Civic Engagement, Community Organizing, Urban Planning, Organizational...
Education
University of Florida 2008 — 2012
Public Relations, Business Administration, Sustainability Studies
Nuova Accademia di Belle Arti Milano
Fashion Journalism and Merchandising
DSS, Inc. April 2015 - Present
DSS, Inc. August 2013 - April 2015
DTCC September 2012 - July 2013
Seminole Electric Cooperative, Inc August 2010 - September 2012
Skills
SharePoint, Access, SQL, Visio, Microsoft Excel, Microsoft Office, JCL, Technical Support, Databases, Microsoft Word, Customer Service, Team Leadership, PowerPoint, Disaster Recovery, Troubleshooting, Software Documentation, Active Directory, Networking, Linux, System Administration, Windows Server, Systems Analysis, VistA, Intersystems Cache, Windows, Project Management, Basic Rexx, Basic DB2, Basic CA Scheduler, TSO, RACF, CA Autosys, DB2, Microsoft SQL Server, Time Management, Mainframe
Education
University of South Florida 2006 — 2012
BS, Management Information Systems
University of South Florida - College of Business Administration 2006 — 2012
BA, International Business
Revenue Management Solutions October 2014 - Present
Revenue Management Solutions October 2013 - September 2014
Revenue Management Solutions January 2013 - September 2013
Revenue Management Solutions June 2011 - December 2012
Revenue Management Solutions September 2010 - May 2011
Citi December 2009 - August 2010
DTCC August 2008 - August 2009
University of South Florida August 2008 - May 2009
Skills
Microsoft Office, Microsoft Excel, SQL, SAS, Access, Analytics, Big Data, Pricing Strategy
Education
University of South Florida - College of Business Administration 2008 — 2009
Master of Science (MS), Finance, General
University of South Florida 2004 — 2008
Bachelor of Science (BS), Biomedical Sciences, General
DTCC August 2013 - Present
Gainesville Regional Utilities June 2012 - August 2013
Skills
AutoCAD, Pro Engineer, Microsoft Office, Visual Basic, Access Database, Leadership, ASP.NET, Matlab, Databases, VBA
Education
University of Florida 2007 — 2013
Bachelor's degree, Industrial & Systems Engineering
DTCC September 2013 - Present
Abercrombie & Fitch June 2009 - June 2013
Seminole Electric Cooperative July 2012 - April 2013
Skills
Microsoft Office, HTML, SQL, Windows, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, C#, Teamwork, Leadership, Management, Research, Training, Time Management, Team Leadership, Access, Data Entry, Advertising, Social Media Marketing, Spanish, Social Networking, Facebook, Outlook
Education
University of South Florida 2008 — 2013
Bachelor of Science (BS), Management Information Systems, General
ScribeAmerica March 2014 - September 2014
DTCC June 2013 - September 2013
Skills
Access, Photography, Microsoft Excel, Data Analysis, Research
Education
University of South Florida 2014 — 2015
Masters Degree, Medical Sciences
University of South Florida 2009 — 2013
Bachelor of Science (B.S.), Biology, General
DTCC February 2011 - Present
Depository Trust & Clearing Corporation (DTCC) June 2009 - December 2010
DTCC May 2008 - June 2009
DTCC June 2007 - May 2008
DTCC November 2005 - June 2007
Skills
Financial Services, Relationship Management, Change Management, Process Improvement, Leadership Development, Program Management, Project Management, Strategic Planning, Business Process..., Organizational..., Financial Risk, Project Portfolio..., Portfolio Management, Performance Management, Risk Management, Six Sigma, CRM, Business Strategy, Business Development, Operations Management, PMP, Business Transformation, Leadership, Management, IT Strategy, PMO, Enterprise Software, SDLC, Executive Management, Strategy
Education
The New School - Milano School of Management 2011 — 2013
Masters of Science, Organizational Change Management
University of South Florida 2000 — 2005
Bachelor of Arts, Organizational Communications
DTCC October 2006 - Present
Globix July 2004 - September 2006
Check Point Software Technologies August 2003 - July 2004
Telecom Argentina April 1999 - March 2003
Skills
Firewalls, Security, Checkpoint, Disaster Recovery, CISSP, DNS, Networking, Solaris, Information Security, CCNA, IT Strategy, Load Balancing, Proxy, Unix, Cisco Technologies, Network Security, IT Service Management, Microsoft Exchange, Operating Systems, GIAC, PIX, Linux, System Administration, Computer Security, Virtualization, IDS, Provider-1, Nokia IPSO, CCSE, Infrastructure, Data Center, Strategic Planning, Troubleshooting, System Deployment, vSphere, CCMSE, F5 BigIP, Bluecoat, Application Security, Pre-sales, VPN, Network Architecture, Information Security..., IPS, TCP/IP, Business Continuity, Penetration Testing, VMware, Vulnerability Assessment, NSX
Education
Universidad de Palermo 1999 — 2002
Bachelor Degree, Computer Science
Tectonic: insight to action April 2015 - Present
TeleTech February 2013 - March 2015
Standard & Poor's August 2012 - February 2013
DTCC 2008 - 2012
Florida Sterling Council 2011 - 2011
Total Planning Sports Services 2007 - 2007
DTCC 2006 - 2007
Skills
Risk Management, Microsoft Excel, PowerPoint, Microsoft Word, Process Excellence, Data Analysis, Financial Analysis, Teamwork, Access, Priority Management, Budgets, Process Improvement, Information Technology, Business Analysis, Analytics, Job Costing, Reference Architecture, New Business Development, Business Planning, Business Process..., Finance, Strategy, CRM, Leadership, Project Management, Management, Analysis, Salesforce.com, Business Strategy
Education
UNIVERSITY OF FLORIDA, HOUGH GRADUATE SCHOOL OF BUSINESS
Master, Business Administration
University of Florida 2003 — 2007
B.S.
DTCC August 2012 - Present
Walt Disney Parks & Resorts Online November 2010 - May 2012
Thompson & Co. January 2009 - November 2010
Thompson & Co. March 2000 - January 2009
Publix Super Markets, Inc. January 1999 - January 2000
Publix Super Markets, Inc January 1993 - January 1995
IBM (International Business Machines) January 1989 - January 1993
Skills
Web Content Management, E-commerce, Content Management, Email Marketing, HTML, User Experience, CMS, Corporate Communications, Strategy, Marketing, Testing, SEO, Web Applications, Management, CRM, Web Analytics
Education
University of South Florida 1997 — 1999
Bachelor of Arts, Management Information Systems
DTCC January 2006 - Present
Skills
IT Strategy, Business Intelligence, SQL, XML, Web Services, Web Design, Project Coordination, Java, Business Analysis, Disaster Recovery, Fixed Income, Microsoft SQL Server, Program Management, Software Development, Software Project..., Unix
Education
University of Central Florida 2002 — 2006
Bachelor's degree, Computer Science, A
Marsh & McLennan Companies - Guy Carpenter June 2013 - Present
ATD NY June 2011 - Present
DTCC March 2004 - November 2012
HSBC 1998 - 2002
Johnson & Johnson 1995 - 1996
Unilever 1993 - 1995
National Westminster Bank 1988 - 1991
Skills
Learning Management, Blended Learning, Distance Learning, Leadership Development, Talent Management, Instructional Design, Instructor-led Training, Curriculum Design, Curriculum Development, MBTI Certified, Public Speaking, Event Planning, Event Management, Project Management, Program Management, Program Development, Program Evaluation, Program Facilitation, Focus Groups, Survey Design, Leadership, Problem Solving, Photography, MBTI, Cross-functional Team..., Training, Organizational..., Performance Management, E-Learning, Risk Management, Executive Coaching, Organizational..., Coaching, Management, Staff Development, Team Building, PMP, Talent Acquisition, Consulting, Performance Improvement, Career Development, Succession Planning, Employee Training, Needs Analysis, CRM, Career Counseling
Education
University of Notre Dame
B.A., English
University of Pennsylvania - The Wharton School
M.B.A., Marketing
DTCC September 2012 - Present
Community Tampa Bay June 2008 - September 2012
University of South Florida Health January 2012 - May 2012
Latin American Student Association April 2010 - April 2011
Cuban American Student Association August 2009 - May 2010
National Hispana Leadership Institute (NHLI) 2009 - 2009
GC Services June 2007 - August 2007
Skills
Microsoft Office, Customer Service, Research, Budgeting, Administration, MySQL, JavaScript, Web Intelligence, Report Generation, English, COBOL, Budgets, Event Planning, Microsoft Excel, Community Outreach, Social Media, Leadership, Strategic Planning, Project Planning, Program Management, Databases, Social Networking, Public Speaking
Education
University of South Florida 2007 — 2012
Bachelor of Science (B.S.), Management of Information Systems
Lake Gibson Sr. High School. 2004 — 2007
High School Diploma
Powerhouse Customs Brokerage February 2015 - Present
RGTV October 2014 - February 2015
NBCUniversal, Inc. June 2014 - September 2014
DTCC June 2013 - August 2013
Independent Coach Corp June 2009 - August 2011
Skills
Microsoft Office, Customer Service, Data Center, Microsoft Word, PowerPoint, Internet Explorer, iPhone, Mac OS, Switches, Social Networking, Computer Hardware, Software Installation, Google Chrome, Network Architecture, Routers, OS X, Photoshop, iPhoto, iMovie, Cisco IOS, Outlook, Microsoft Exchange, Blackberry, Safari, Mozilla, System Deployment, Public Speaking, Leadership, Microsoft Excel, iOS, Lotus Notes, Google Earth, Cisco Routers, IP PBX, RDP, VDI, Computer Security, Enterprise Architecture, Customs Brokerage, Customs Regulations, Event Planning, Teamwork, HTML
Education
SUNY Albany 2010 — 2014
Bachelor of Arts (B.A.), Information Science/Studies
G.W. Hewlett High School 2006 — 2010
Advanced Regents Diploma
Accenture February 1998 - Present
DTCC September 1993 - June 1997
Skills
Talent Management, Human Resources, Strategic Planning, Customer Service, Event Planning, Team Leadership, Negotiation, Microsoft Office, Project Management, PowerPoint, Microsoft Excel, Marketing, Business Strategy
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
Master of Business Administration (MBA), Marketing/Communication
University of Michigan 1989 — 1993
Bachelor of Arts (BA), Organizational Behavior Studies
DTCC June 2012 - Present
DTCC August 2009 - June 2012
DTCC April 2008 - August 2009
DTCC March 1986 - April 2008
Skills
Corporate Actions, Financial Services, Financial Risk, Asset, Project Management, Product Management, Product Development, Team Building, Back Office, Securities, Settlement, Equities, Fixed Income
Education
SUNY Albany 1979 — 1983
BS, Computer Science / Math
Midwood High School 1976 — 1979
DTCC 2002 - Present
Participants Trust Company 1993 - 2001
Market Arts Software 1991 - 1992
Digital Equipment Corp 1988 - 1991
Precision Business Systems 1984 - 1989
Skills
Trading Systems, Enterprise Architecture, Application Architecture, IT Strategy, Document Management, Business Analysis, Integration, Software Project..., SDLC, Disaster Recovery, Enterprise Software, Project Management, ITIL, Management, Requirements Analysis, System Architecture, Software Development, Unix, SOA, SQL, Cloud Computing, Java Enterprise Edition, Oracle, Business Intelligence, Web Services, Governance, PMO, Solution Architecture, Architecture, IT Management, Vendor Management, Data Center, Data Warehousing, Requirements Gathering, Management Consulting, Agile Methodologies, Project Portfolio..., Agile Project Management, PMP, DB2, Sybase, Consulting, Business Continuity, Websphere, Solaris, Architectures
Education
University at Buffalo 1976 — 1980
BS
Microsoft December 2011 - Present
DTCC August 2011 - November 2011
CapitalOne April 2010 - August 2011
SSA June 2009 - April 2010
Aricent Technologies May 2008 - November 2008
HDPI (HSBC Data Processing India Limited) December 2004 - June 2007
Nipuna Services Limited May 2003 - May 2004
Skills
Active Directory, DHCP, Windows Server, DNS, VMware, Disaster Recovery, Virtualization, Microsoft Exchange, Servers, TCP/IP, Operating Systems, VMware ESX, VPN, Troubleshooting, Testing, Windows, ITIL
Education
University of North Carolina at Charlotte 2007 — 2008
Masters, Computer Science
Jawaharlal Nehru Technological University (J.N.T.U) 2003 — 2007
Bachelor of Technology (B.Tech), Computer Science
American College of Veterinary Internal Medicine April 2011 - Present
Alpine Access November 2010 - April 2011
DTCC October 2007 - July 2009
Skills
Microsoft Office, Computer Hardware, CSS, Troubleshooting, Social Media, HTML
Education
University of Hawaii at Manoa 2004 — 2007
BA, Psychology
Barclays Investment Bank June 2013 - Present
DTCC July 2012 - June 2013
JP Morgan Chase April 2011 - July 2012
Goldman Sachs November 2009 - April 2011
UBS October 2008 - October 2009
Lehman Brothers November 2006 - October 2008
Persistent Systems October 2005 - November 2006
Cybage February 2004 - September 2005
Skills
Portfolio Management, Equity Derivatives, Credit Derivatives, Market Risk, Business Analysis, Risk Management, Interest Rate..., Project Management, Credit Risk, Collateral Management, OTC Derivatives, Scrum
Education
University of Pune 1999 — 2003
Bachelor of Engineering (B.E.), Computers (First Class)
CFA Institute
Chartered Financial Analyst (CFA)
DTCC September 2012 - Present
Syniverse Technologies July 2011 - August 2012
T. Rowe Price December 2009 - June 2011
Acclaris July 2008 - August 2009
Skills
Sales, Investments, Business Analysis, Data Analysis, Customer Service, Access, Series 63, Mutual Funds, Visio, Networking, Microsoft Office, Banking, Salesforce.com, Teamwork, Troubleshooting, Microsoft Excel, Disaster Recovery, Telecommunications, z/OS, TCP/IP, IBM Mainframe, DNS, REXX, Netview, Social Media, Problem Solving, Cross-functional Team..., Team Leadership, Analysis, Call Centers, Risk Management, Finance, Team Building
Education
University of South Florida 2011 — 2012
BA, Management information Systems
University of South Florida 2006 — 2009
BA, Finance
McGraw Hill Financial March 2014 - Present
Credit Suisse April 2010 - February 2014
cognizant Technology Solutions April 2005 - February 2014
KeyBank January 2010 - March 2010
DTCC April 2008 - December 2009
Infosys April 2006 - October 2006
Calsoft 2004 - 2005
Management & Quality Consulting Services August 2003 - November 2004
Value added Corporate Services April 1999 - June 2003
Skills
SDLC, Six Sigma, Quality Management, Process Improvement, ITIL, Agile Methodologies, Project Delivery, Quality Auditing, Scrum, Process Consulting, Governance, Change Management, Software Quality..., CMMI Level 5, Project Management, Process Definition, Software Quality..., Document Review, Performance Improvement, Project Governance, Business Process..., PMO, Strategy, Business Process..., Lean Software..., Lean Design, ISO9001 Auditor, Training, Standards Compliance, Process Architecture, Scaled Agile Framework..., Kanban, Business Process...
Education
University of Madras 1995 — 1999
BE, Mechanical Engineering
IIQA 2001 — 2003
PGTQM, Quality Management
Diploma in Safety
DTCC June 2013 - Present
DTCC June 2012 - August 2012
KVM Technology rentals June 2010 - August 2012
Skills
Business Analysis, Microsoft Excel, Microsoft Word, Microsoft Office, Accounting, Data Analysis, Teamwork, Research, Financial Markets, Financial Projection, PowerPoint, Organizational Charts, MS Excel Pivot Tables, Process Improvement, Finance, Project Portfolio..., IT Strategy, Financial Companies, IT Management, Social Media, Analysis, Public Speaking, Time Management
Education
University of Rhode Island 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
State Street September 2015 - Present
DTCC August 2010 - August 2015
OWASP January 2007 - May 2011
Barclays Capital August 2008 - August 2010
Cigital 2007 - 2008
M3 Security, Inc. 2006 - 2007
Planet Associates 2001 - 2006
Paradigm4 2000 - 2001
Lockheed Martin Global Telecom 1996 - 2000
Skills
Security, Information Security, Enterprise Software, Program Management, Strategy, Application Security, Software Development, Start-ups, Management, Information Technology, Telecommunications, Recruiting, IT Strategy, Enterprise Architecture, Professional Services, Software Project..., Privacy Law, Public Speaking, Product Development, OWASP, Income Statement, Integration, SDLC, Information Security..., Risk Management, Vendor Management
Education
University of Missouri-Kansas City 1989 — 1991
M.S.
High School
High School
DTCC January 2010 - Present
Atos Origin July 2008 - December 2009
Oracle Financial Services Software Ltd November 2004 - June 2008
Winsoft Technologies April 2004 - October 2004
National Informatics Center January 2003 - March 2004
Skills
SOA, Java Enterprise Edition, PL/SQL, Spring, Weblogic, Agile Methodologies, Web Services, Design Patterns, Struts, Oracle, EJB, XML, UML, Eclipse, Java, SQL, AJAX, SDLC, JSP, Spring Framework
Education
University of Pune 2000 — 2002
M.C.S, Computer Science
The Depository Trust & Clearing Corporation May 2014 - Present
DTCC February 2010 - April 2014
PricewaterhouseCoopers August 2003 - February 2010
PricewaterhouseCoopers August 1995 - August 2003
Skills
Enterprise Risk..., Internal Audit, COSO, Sarbanes-Oxley Act, Finance, Credit, Credit Cards, Commercial Lending, Mortgage Banking, Internal Controls, Risk Management, Financial Risk, Securities Market, Operational Risk..., Fraud, Financial Services, Governance, Operational Risk, Banking, Auditing, Credit Risk, Strategy, Sarbanes-Oxley, Accounting, Basel II
Education
University of Richmond - Robins School of Business 1991 — 1995
BSBA, Accounting
The Lawrenceville School 1986 — 1991
Savvis, a CenturyLink company September 2013 - Present
VeriFone June 2012 - 2013
Assurant Solutions September 2011 - June 2012
NetSpend Corporation October 2008 - September 2011
DTCC April 2004 - August 2008
LearnStar 2002 - 2004
Ce-Bay Networked Technologies June 2000 - February 2002
CSC 1998 - 2000
Skills
Startup Consulting, Infrastructure Planning, Cloud Computing, Consulting, Software Development, IT Outsourcing, Financial Services, VMware, Windows, Security, SharePoint, Infrastructure, Disaster Recovery, ITIL, Servers, Microsoft Exchange, VMware ESX, Program Management, Integration, Start-ups, Vendor Management, Business Analysis, Business Continuity, Management, IT Management, Enterprise Software, Active Directory, Databases, SDLC, Networking, Outsourcing, Troubleshooting, Microsoft SQL Server, SQL, Information Technology
Education
University of South Carolina-Columbia 1996 — 1998
MBA, Business Administration
Worcester Polytechnic Institute 1989 — 1993
BS, Civil Engineering
Insurance Technologies May 2015 - Present
Oracle April 2013 - May 2015
Oracle April 2013 - April 2015
Insurance Technologies 2008 - February 2013
DTCC 2004 - 2008
DTCC 2002 - 2004
DTCC 2001 - 2002
DTCC 1999 - 2001
Fidelity Investments (NFS) 1996 - 1999
Skills
Financial Services, Insurance, Mutual Funds, Relationship Management, Securities, Strategic Planning, Wealth Management, Business Development, Vendor Management, Account Management, International Relations, International Affairs, Sales & Marketing, Six Sigma, Team Building, Leadership, Coaching & Mentoring, Business Assessment, Forecasting, Revenue Generation, Client Communications, Consulting, Negotiation, Talent Management, New Product Launches, Product Development, Salesforce.com, Program Management, Management, Sales, Training, Project Management, Analysis, Strategic Partnerships, Business, Enterprise Software, Strategy, Business Intelligence, Executive Management, New Business Development, SaaS, Sales Management, Selling, Solution Selling, Direct Sales, Cloud Computing, Cross-functional Team...
Education
State University of New York at Albany
Bachelor of Science (B.S.)
University of Pennsylvania - The Wharton School
SII
DTCC November 2013 - Present
Chase Paymentech October 2012 - November 2013
Apex Clearing Corporation August 2012 - October 2012
Penson Financial Services June 2011 - August 2012
Penson Financial Services March 2009 - June 2011
Skills
Options, Trading, Equities, Bloomberg, Market Risk, Fixed Income, Derivatives, Trading Systems, Securities, Electronic Trading, FX Options, Financial Markets, Credit Risk, Series 7, TIMS, STANS, OCC, Bloomberg Terminal, Global Risk, FTEN RX, Series 4, Series 24, VaR, Risk Management, Corporate Finance, Financial Analysis, Financial Modeling, Financial Accounting, Financial Risk, Financial Audits, Finance, Strategic Financial..., Operational Risk, Compliance, Bonds, Capital Markets, Investments, Asset Management
Education
The University of Texas at Dallas 2007 — 2010
Master's degree, Finance
The University of Texas at Dallas 2003 — 2007
Bachelor's degree, Finance
DTCC January 2015 - Present
Tower International December 2013 - January 2015
Flint Group June 2009 - December 2013
Plastipak Packaging Inc November 2008 - June 2009
CWL Investments, LLC October 2005 - September 2008
Skills
FDM, Hyperion Enterprise, Essbase, Microsoft Office, Visual Basic, SQL, SAP, Hyperion HFM, Accounting, QuickBooks Pro, Microsoft Dynamics, PHStat, Adobe, FRX Reporting, JDE, Adage, OneSource, CXO Cockpit, Hyperion Strategic..., Hyperion Financial..., Hyperion Planning, Hyperion, Financial Reporting, Financial Statements, Auditing, Budgets, Financial Analysis, Finance, Analysis, Process Improvement
Education
University of Michigan-Dearborn 1998 — 2003
Management Information Systems, Minor: Psychology
Portigon Financial Services June 2014 - Present
Portigon AG (Formerly WestLB AG) July 2012 - Present
WestLB October 1999 - June 2012
PriceWaterhouseCoopers 1996 - 1999
DTCC July 1995 - July 1996
Skills
Corporate Finance, Internal Audit, Banking, Derivatives, Finance, Fixed Income, Product Control, Credit Derivatives, Capital Markets, Structured Finance, Investment Banking, Securitization, Structured Products, Financial Structuring, Valuation, Equities, Financial Analysis, Management
Education
University of Scranton 1991 — 1995
BS, Accounting
St Anthony's High School 1987 — 1991
Bank of New York December 2003 - Present
Omgeo 2000 - 2003
DTCC 1997 - 2003
Skills
Change Management, Corporate Actions, Back Office, Databases, Financial Services, Equities, Fixed Income, Global Custody, Middle Office, Outsourcing, PMO, Securities, Software Project..., Testing, Trading, Trading Systems, CRM, SDLC, Business Analysis, Derivatives
Education
University of London 1974 — 1975
Post Graduate Diploma, Computer and Information Sciences and Support Services
Reading University 1968 — 1971
BA hons., Political Science and Modern History
DTCC July 2007 - Present
Omgeo 2007 - Present
MarkitSERV 2009 - February 2013
University of South Florida 2005 - July 2007
Skills
Risk Management, IT Audit, Financial Risk, Internal Audit, Enterprise Risk..., Risk Assessment, Auditing, Internal Controls, CISA, AML, Accounting, Business Continuity, Governance, SDLC, Fraud, Information Technology, Change Management, Certified Fraud Examiner, Certified Anti-Money..., Disaster Recovery, IT Governance, CAMS, CISSP, Sarbanes-Oxley Act, Operational Risk, Information Security, Information Security..., Operational Risk...
Education
University of South Florida 2006 — 2009
MBA, Management, MIS, Advanced MIS
University of South Florida 2004 — 2005
MAcc, Accountancy, Accounting Information Systems
State Street 1991 - August 2001
Euroclear September 1997 - April 2001
DTCC October 1996 - October 2000
M and T Bank 1983 - 1991
Euroclear 1977 - 1983
Andersen Consulting 1969 - 1977
Education
Université catholique de Louvain 1963 — 1967
Ingenieur Commercial
DTCC September 2012 - Present
Morgan Stanley January 2010 - September 2012
Morgan Stanley August 1998 - December 2009
Keane August 1998 - August 2004
CyLogix August 1998 - 2002
Business Software Alliance July 1996 - August 1998
McCarthy Information Systems June 1994 - July 1996
South African Warehousing Services January 1991 - June 1994
Unilever South Africa 1991 - 1994
Skills
Data Warehousing, Sybase, Business Intelligence, DB2, Informatica, Mainframe, Master Data Management, ETL, Data Integration, Databases, SDLC, Unix, Perl, Business Objects, Systems Analysis, Database Design, IT Strategy, Software Project..., Data Quality, Oracle, Enterprise Architecture, Disaster Recovery, JCL, Integration, Trading Systems, Business Analysis
Education
University of KwaZulu-Natal 1988 — 1990
B.Sc (cum laude)
FairWarning, Inc June 2015 - Present
The Depository Trust & Clearing Corporation September 2013 - October 2014
The Depository Trust & Clearing Corporation September 2012 - September 2013
The Depository Trust & Clearing Corporation March 2012 - September 2012
DTCC September 2011 - March 2012
The Leukemia and Lymphoma Society September 2009 - September 2011
Big Brothers Big Sisters October 2008 - September 2009
Skills
COBOL, Software Development, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Java, Research, SQL, Databases, Database Design, Public Speaking, JavaScript, XML, Systems Analysis, Microsoft SQL Server, Access, Web Applications, Business Analysis, Oracle, HTML, Unix, MySQL, Networking, SDLC, Analysis, Social Networking, Team Leadership
Education
University of South Florida 2013 — 2015
Master of Business Administration (M.B.A.), Project & Process Management
University of South Florida 2007 — 2011
Bachelor of Science (B.S.), Management Information Systems
Northwestern Mutual June 2015 - Present
DTCC November 2012 - May 2015
DTCC August 2010 - July 2011
DTCC June 2008 - August 2010
Skills
Settlement, Back Office, Financial Services, Finance, Securities, asset services, Data Analysis, Six Sigma, Mentoring Of Staff, SWIFT payments, Bloomberg, Corporate Actions, Financial Risk, DTC, Business Process..., Green Belt, Yellow Belt, Data Management, Staff Management, Coaching Staff, Coaching, Sports Coaching, Parenting, Pareto Analysis, Pareto Charts, Cost Benefit, Financial Markets, Account Reconciliation, Variance Analysis, Global Custody, Operational Risk, Bonds, Business Continuity, Visio, Operational Excellence, Access, Equity Trading, Stock Trading, Stock Picking, Stock Market Analysis, Stock Market, Customer Service, Financial Planning, Retirement Planning, Process Improvement, Risk Management, Financial Analysis, Equities
Education
University of South Florida - College of Business Administration 2000 — 2004
Bachelors, Finance & Economics
Nomura Securities June 2014 - Present
DTCC January 2013 - June 2014
State Street September 2012 - December 2012
Morgan Stanley Smith Barney March 2012 - October 2012
Depository Trust & Clearing Corporation January 2011 - May 2012
Susan B. Anthony Middle School September 2010 - December 2010
BNY Mellon November 2009 - April 2010
UBS Financial Services May 2009 - July 2009
Skills
Financial Risk, Microsoft Excel, Analysis, AML, Due Diligence, Accounting, Banking, Bloomberg, Credit, Finance, KYC, Management, Risk Assessment, Risk Management, Software Documentation, USA PATRIOT Act, Anti Money Laundering
Education
SUNY Albany 2005 — 2009
Finance
BASF July 2012 - Present
The Hamner April 2002 - May 2012
DTCC January 2008 - September 2009
Biostratum 2000 - 2002
Skills
Toxicology, GLP, Chemistry, Mass Spectrometry, Chromatography, Pharmacology, HPLC, Molecular Biology, Lifesciences, Cell Culture, In Vivo, Biotechnology, Analytical Chemistry, Laboratory, Assay Development, LC-MS, UV/Vis, Gas Chromatography, SOP, Spectroscopy, GC-MS
Education
University of South Carolina-Columbia 1998 — 2000
PhD, Chemistry
University of South Carolina-Columbia 1994 — 1998
MSc, Chemistry
University of Manitoba 1990 — 1994
BS, Science
Major Pratt Collegiate 1981 — 1990
High school degree
DTCC September 2012 - Present
ADT Worldwide Global Accounts May 2012 - October 2012
Skills
Bloomberg Terminal, Excel, Microsoft Office, Word, Apple, Adobe, Microsoft Word, PowerPoint, Keynote, Internal Audit, Salesforce.com, Economics, Management, Microsoft Excel, Public Speaking, Internal Controls, Financial Analysis, Sales, Financial Modeling, Data Analysis, Financial Risk, Financial Services, Marketing, Market Research, Spanish, Risk Management, Social Media, Access, Facebook, Finance, Leadership
Education
University of Florida 2011 — 2012
Master of Arts (M.A.), International Business
University of Florida 2008 — 2012
Bachelor of Arts (BA), Economics
South West University of Finance 2010 — 2010
and Economics
Walmart October 2014 - Present
Walmart January 2013 - October 2014
University of Maryland Eastern Shore January 2011 - December 2012
DTCC June 2012 - August 2012
Skills
Customer Service, Finance, Visio, Technical Writing, Strategic Planning, Business Analysis, Project Management, Valuation, Process Improvement, Recruiting, SharePoint, Retail, Change Management, Fundraising, Research, Project Planning, Business Process..., Analysis, Statistics, Data Analysis, Microsoft Word, PowerPoint, Access, Marketing, Microsoft Excel, Leadership, Public Speaking, Team Leadership
Education
University of Maryland Eastern Shore 2009 — 2012
Degree: Bachelor of Science, Business Administration; Finance, Graduated Gamma Sum Laude (3.96 GPA)
Goldman Sachs September 2014 - Present
DTCC September 2012 - August 2014
Education
University of Florida 2008 — 2012
Bachelor of Science (B.S.), Finance
University of Florida 2008 — 2012
Bachelor of Arts (B.A.), Criminology and Law
DTCC September 2011 - Present
HNTB Companies August 2007 - September 2011
Ernst & Young October 2004 - August 2007
Miller Cooper & Co.,Ltd September 2003 - October 2004
Skills
IFRS, US GAAP, Financial Audits, Balance Sheet, Financial Reporting, Auditing, Accounting, Financial Analysis, General Ledger, Finance, GAAP, Sarbanes-Oxley Act, Financial Accounting, Cost Accounting, Account Reconciliation
Education
University of Nebraska-Lincoln 1998 — 2003
MPA, Accounting
University of Nebraska-Lincoln
Master, Professional Accountancy
West Point Central Catholic High School
University of Nebraska-Lincoln
Bachelor of Science Business Administration, Accounting
Citrix August 2013 - December 2013
Biogen Idec October 2011 - June 2013
Flowserve October 2009 - November 2010
DTCC November 2008 - May 2009
Binary Tree May 2008 - October 2008
Bayview Financial November 2005 - April 2008
Workflow Development SA January 2005 - October 2005
Royal Caribbean Cruise International August 2005 - September 2005
Enodis January 2004 - March 2004
SourceOne Healthcare Technologies September 2003 - January 2004
Skills
Lotus Domino, Lotus Notes, Blackberry Enterprise..., SMTP, IMAP, Sendmail, POP, iPlanet, Messaging, Sametime, Clustering, Lotus, Microsoft Exchange, Cluster, Blackberry, Troubleshooting, System Administration, Infrastructure, Servers, Antivirus, DNS, Hardware, Linux, System Deployment, Operating Systems, Integration, Data Center, Disaster Recovery, LDAP, VMware, Networking, Software Development, SharePoint, Security, AIX, Databases, Firewalls, IT Service Management, IT Operations, VMware ESX, DHCP, Citrix, IIS, vSphere, XP, ITIL, IT Management, Architecture, Cisco Technologies, Windows Server
Education
American Institute for Computer Science 1988 — 1992
BSCS, Computer Science
Universidad Politécnica de Puerto Rico 1986 — 1988
Studies, Electrical Engineering
Academia Perpetuo Socorro 1970 — 1982
Overture Consulting, LLC May 2005 - Present
U.S. House of Representatives 2009 - December 2010
IDX Capital August 2005 - December 2006
DTCC May 2005 - August 2005
Clarendon Insurance Group October 2001 - May 2005
Dresdner Kleinwort December 2000 - September 2001
Deutsche Boerse Systems AG April 2000 - December 2000
Commerzbank AG April 1999 - April 2000
Deutsche Bank November 1998 - April 1999
Innovative IT Solutions March 1994 - November 1998
Skills
Program Management, Integration, Data Center, SharePoint, Silverlight, Management, Team Leadership, Strategy, IT Strategy, Business Analysis, IT Management, Mergers & Acquisitions, Vendor Management, Agile Methodologies, Business Process..., CRM, Professional Services, Entrepreneurship, Consulting, Enterprise Software, Recruiting, Business Development, Cloud Computing, Process Improvement, Information Technology, Management Consulting, Leadership, Business Intelligence, SaaS, Enterprise Architecture, Start-ups, Project Management, Security, Software Development, E-commerce, Software Project..., Requirements Analysis, SDLC, Cross-functional Team..., Disaster Recovery, Executive Management, Strategic Partnerships
Education
Rhein Main University of Applied Sciences 1995 — 1998
Master of Architecture (M.Arch.), Architecture
University of Maryland University College 1991 — 1994
BS, Management Information Systems
University of Maryland University College 1991 — 1994
Associate of Arts (AA), General Studies
DTCC December 2008 - Present
Merrill Lynch July 2002 - December 2008
Primedia May 1999 - July 2002
JP Morgan February 1996 - May 1999
Citicorp - Audit & Loss Management July 1993 - February 1996
Citibank June 1984 - July 1993
Deloitte Haskins & Sells (now Deloitte & Touche) June 1981 - January 1984
Skills
Internal Audit, Internal Controls, Operational Risk..., Lean Six Sigma, Six Thinking Hats, Project Management, Innovation Management
Education
University at Albany, SUNY 1977 — 1981
BS, Accounting & Management
Federal Reserve Bank of New York October 2012 - Present
HNW, Inc. June 2008 - October 2012
BSG Alliance March 2008 - June 2008
DTCC August 2002 - February 2008
Prudential Financial March 2001 - May 2002
SMG Marketing Group 1997 - 2001
Skills
Java, Spring, Hibernate, JBoss, EJB, JMS, PostgreSQL, Perl, Access Management, J2EE, JSP, Servlets, JDBC, JUnit, Eclipse, AJAX, Application Servers, OpenSSO, HTML, SQL, JPA, Ant, Application Development, Software Development, Open Source, Web Applications, Databases, jQuery, JavaScript, OOP, Web Development, Java Enterprise Edition, Integration, JBoss Application Server, Project Management, SDLC, Security, Spring Framework
Education
University of Illinois at Chicago 1995 — 1997
MUPP, Urban Planning
University of Chicago 1989 — 1993
Bachelor of Arts, Political Science
Google (via Adecco) May 2014 - Present
Think Like You, Inc. (Clients: ITG aka Salary.com aka Kenexa aka IBM) 2007 - March 2014
DTCC 2001 - 2003
Metiom (formerly Intelisys Electronic Commerce) 1999 - 2001
Eastman Software (formerly Wang Software, Sigma Imaging Systems) 1990 - 1999
Skills
HTML, Knowledge Management..., Software Documentation, Training, Technical Writing, Technical Documentation, Content Strategy, Requirements Gathering, Content Management, Requirements Analysis, Content Development, Writing, Business Analysis, Enterprise Software, Technical Communication, Social Media, Online Help, Business Requirements, SharePoint, Information Architecture, Product Development, Marketing, Information Design, Knowledge Management, Talent Management, Job Competencies, Technical Education..., Training Organization..., Dreamweaver, Website Development
Education
State University of New York at Albany 1979 — 1981
BA, Public Affairs - Health Care Policy
DTCC May 1996 - Present
Center for Creative Leadership 2010 - 2010
The Bank of New York 1985 - 1996
Skills
Securities, Mutual Funds, Program Management, Corporate Actions, Integration, Vendor Management, Banking, Equities, Security, Software Development, Fixed Income, Business Analysis, Derivatives, Financial Services, Trading
Education
University of Pennsylvania - The Wharton School 2009 — 2011
Securities Industry Institute, Securities Industry Institute (SII)
Saint John's University 1981 — 1985
B.S., Computer Science, Business
Franklin Templeton Investments June 2015 - Present
The Depository Trust & Clearing Corporation September 2013 - Present
DTCC June 2011 - September 2013
UF Department of Recreational Sports January 2010 - June 2011
UF Department of Recreational Sports January 2009 - January 2010
National Housing Trust June 2009 - July 2009
The Gleaner Company June 2008 - July 2008
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Financial Analysis, Teamwork, Research, Access, Data Analysis, Risk Management, Finance
Education
University of Florida 2014 — 2016
Master of Business Administration (M.B.A.)
University of Florida 2007 — 2011
Bachelor of Arts (BA), Economics
DTCC October 2009 - Present
NASDAQ OMX 1997 - 2009
Skills
Equities, Risk Management, Trading, Options, Bonds, SQL, Derivatives, Trading Systems, Finance
Education
University at Buffalo 1992 — 1997
PhD, Math
Wells Fargo Securities April 2013 - Present
Morgan Stanley May 2010 - April 2013
International Securities Exchange (ISE) January 2010 - April 2010
GE Capital April 2002 - October 2009
Polaroid Corporation September 2000 - February 2002
DTCC June 2000 - September 2000
New York Board of Trade October 1998 - June 2000
Education
University of Illinois at Urbana-Champaign 1990 — 1996
Ph.D.
DTCC July 2013 - Present
Headway Corporate Resources April 2009 - July 2013
DTCC September 2006 - April 2009
Skills
Recruiting, Human Resources, Interviews, Applicant Tracking..., Onboarding, Management, HRIS, Personnel Management, Payroll, Program Management, Time Management, Strategy, PeopleSoft, Technical Recruiting, Talent Acquisition, College Recruiting, Screening Resumes, Internet Recruiting, Sourcing
Education
University of Central Florida - College of Business Administration 2002 — 2006
BSBA, HR Management
TD November 2014 - Present
Catholic Health East May 2014 - November 2014
Oregon University System February 2013 - May 2014
MarkitSERV 2009 - February 2013
Omgeo LLC 2002 - February 2013
DTCC March 2001 - February 2013
KPMG April 1999 - March 2001
Standard Bank March 1998 - April 1999
Aegis Insurance 1997 - 1998
FNB South Africa 1994 - 1996
Skills
IT Audit, Enterprise Risk..., CISA, Risk Management, Information Security, Internal Audit, Information Security..., Financial Risk, Internal Controls, Risk Assessment, Auditing, SDLC, Disaster Recovery, Governance, Business Continuity, Process Improvement, Business Continuity..., IT Risk Management, SAS70, COBIT, Information Technology, IT Strategy, Business Process, PCI DSS, Sarbanes-Oxley, Operational Risk, ISO 27001, Security, IT Management, Business Process..., ITIL, Security Audits, Fraud, Financial Services, IT Operations, CRISC, Vulnerability Management, PMO, Computer Security, Application Security, Vulnerability Assessment, Incident Management, Penetration Testing, Security Awareness, Identity Management, Network Security, Sarbanes-Oxley Act, Management
Education
ISACA 1993 — 2011
CISA, CRISC
University of Pretoria/Universiteit van Pretoria 2000 — 2003
Masters, IT Auditing
University of South Africa/Universiteit van Suid-Afrika 1988 — 1991
Diploma in Datametrics, Database design, Computer concepts, Programming
University of South Africa/Universiteit van Suid-Afrika 1986 — 1988
BComm Hons, Accounting
University of Johannesburg 1980 — 1984
Bachelor of Commerce, Accountancy, Auditing
Oracle May 2007 - Present
DTCC July 2006 - April 2007
Tata Consultancy Services October 2000 - April 2007
DTCC September 2005 - June 2006
JPMorgan Chase May 2002 - August 2005
Standard Chartered Bank October 2000 - April 2002
Education
M.S. University 1997 — 2000
Master of Computer Application (M.C.A)
Lucknow University 1994 — 1997
Bachelor of Science (B.Sc.), Major in Math
DTCC August 2012 - Present
BlackRock, Production, Implementation & Engineering Team September 2006 - July 2012
Skills
Bonds, Quantitative Finance, Swaps, Economics, Financial Modeling, Data Analysis, Fixed Income, Financial Markets, Equities, Equity Research, Financial Analysis, Options, Asset Management, Bloomberg, Value Investing
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (MBA), Langone Program
University of Pennsylvania 2002 — 2006
Bachelor’s Degree, Economics
Creavin Consulting Corporation 2014 - Present
JP Morgan Chase August 2010 - June 2014
DTCC May 2008 - August 2010
Citi Private Bank March 2007 - March 2008
Citi 2005 - 2007
Citi Private Bank 2003 - 2005
Skills
Vendor Management, Program Management, Business Process..., Management Consulting, Strategy, Product Management, Management, Business Strategy, Project Management, Strategic Planning, Enterprise Architecture, Leadership, Business Process..., PMO, SDLC, Business Process..., Financial Services, Requirements Gathering, Change Management, Business Transformation, Integration, Requirements Analysis, Project Portfolio..., CRM, Relationship Management, Business Intelligence, Analytics, Information Technology, Governance, Software Development, Business Analysis, Executive Management, Enterprise Software, Analysis, IT Strategy, Contract Negotiation, Risk Management, Process Improvement, PMP, Outsourcing, Business Process, Project Planning, Software Project..., Cash Management, Investment Banking, Capital Markets, Agile Methodologies, Certified Scrum Master..., Cross-functional Team..., Banking
Education
University College Dublin
BA, Mathematics and Economics
DTCC 2012 - Present
State Street 2011 - 2012
Barclays Capital, London, UK 2008 - 2011
Lehman Brothers, New York 2007 - 2008
Merrill Lynch, New York 1999 - 2007
Skills
Risk Management, Hedge Funds, Enterprise Risk..., Financial Risk, Fixed Income, Asset Management, Trading, Credit Derivatives, Derivatives, Market Risk, Quantitative Finance, Bloomberg, Portfolio Management, Structured Products, Counterparty Risk, Capital Markets, Banking, Equities, Credit Risk, Basel II, Financial Modeling, Options, Analytics, Equity Derivatives, Quantitative Analytics, Bonds, Trading Systems, Interest Rate..., Alternative Investments, FX Options, Corporate Finance, Investment Banking, Swaps, Financial Markets, Electronic Trading
Education
University of Illinois at Urbana-Champaign
PhD
DTCC August 2007 - Present
Hertz 2000 - 2007
Skills
SDLC, Data Center, COBOL, IT Operations, IT Management, Vendor Management, Risk Management, Disaster Recovery, Enterprise Architecture, Business Continuity, Business Analysis, DB2, IT Strategy, Unix, Governance, Process Improvement, Virtualization, WebSphere Application..., Software Project..., Integration, PMP, SQL, VMware, Network Security, Project Management, Visio, Windows Server, Change Management, Security, Program Management, Agile Methodologies, JCL, Mainframe, ITIL
Education
The University of Texas at Dallas - School of Management 2009 — 2012
MBA
University of Phoenix 1998 — 2000
B.S., Business Management
DTCC SVPJPMorgan Chase1979 - 2005
JPMorgan 1979 - 2005
Education
University at Albany, SUNY 1975 — 1979
BS
Quantitative Hedge Fund Manager January 2013 - Present
Morgan Stanley April 2010 - December 2012
Microsoft April 2010 - April 2010
GroupM June 2006 - April 2010
CompTIA November 2009 - November 2009
DTCC February 2003 - June 2006
Fixed Income Clearing Corporation February 2003 - June 2006
FICC/GSCC February 2003 - June 2006
Merrill Lynch November 2000 - February 2003
Internet Partnership Group February 2000 - November 2000
Skills
Windows Server, Shell Scripting, Powershell, Windows Network..., System Deployment, Software Installation, Device Drivers, Server Management, SharePoint, DNS, Security, Data Center, Hardware, Active Directory, Network Security, Disaster Recovery, XP, VMware ESX, Virtualization, Servers, Network Administration, Windows 7, Troubleshooting, Laptops, Technical Support, Firewalls, Windows XP
Education
Western Governors University 2009 — 2010
BS
New York Business Institute 1998 — 2010
Microsoft Certified Professional certifications
University of South Africa/Universiteit van Suid-Afrika 1997 — 2000
BS
University of Pretoria/Universiteit van Pretoria 1991 — 1992
B.Ing
Capital College 1989 — 1990
Matric (Grade 12)
DTCC September 2005 - Present
Coca-Cola Enterprises March 2002 - February 2005
Education
University of Phoenix 2005 — 2008
Business, Accounting/HR/Payroll
Select Equity Group, L.P. April 2011 - Present
Select Equity Group April 2009 - Present
JPMorgan Chase 2006 - April 2009
UBS 2005 - 2006
SG Cowen 2004 - 2005
Merrill Lynch 2000 - 2004
DTCC 1999 - 2000
Sumitomo Mitsui Banking Corporation 1993 - 1999
Sperry Univac 1988 - 1992
Skills
Telerik, Telerik Controls, Business Analysis, Change Management, Derivatives, Disaster Recovery, Equities, Fixed Income, Infrastructure, Investment Banking, Management, Options, Oracle, Project Management, Quality Assurance, SDLC, Software Development, Strategy, Sybase, Testing, Trading, Unix, Vendor Management, Trading Systems
Education
United States Air Force Academy 1976 — 1980
Clarient Global LLC January 2015 - Present
DTCC 2012 - December 2014
MF Global 2011 - 2011
Morgan Stanley 1994 - 2011
Weil Gotshal and Manges 1990 - 1994
Skills
Reference Data, AML, Risk Management, Operational Risk, Prime Brokerage, Program Management, Vendor Management, Onboarding, Legal Entity Data, KYC, Regulatory Risk, Compliance, Data Management, Document Management, Data Quality, Data Modeling, Data Analysis, OTC Derivatives, ISDA, Information Security..., Segregation of Duties, Access Management, Operations Management, Process Engineering, Regulations, Financial Risk, Enterprise Risk..., Investment Banking
Education
University of Kentucky 1985 — 1989
Bachelor of Science, Economics
DTCC July 2011 - Present
Hostess Brands August 2009 - July 2011
Integrated Data Architects October 2008 - August 2009
Comerica Bank August 2007 - September 2008
ARGO Data Resource Corporation January 2001 - August 2007
Skills
SharePoint, SDLC, Business Analysis, Microsoft SQL Server, Microsoft Office..., Visio, SharePoint Designer, Business Intelligence, .NET, SQL, SSIS, IIS, Requirements Gathering, SSRS, Requirements Analysis, XML, C#, Enterprise Architecture, Databases
Education
University of Oklahoma - Price College of Business 1996 — 2000
BBA, Management Information Systems
DTCC May 2006 - Present
Vijuk Equipment, Inc. April 1998 - December 2005
Education
University of Phoenix 2007 — 2010
BS, Business
DTCC October 2008 - Present
Merrill Lynch May 2006 - January 2008
JPMorgan Chase June 1996 - May 2006
Education
Trinity College-Hartford 1992 — 1996
B.A., Economics
DTCC August 2011 - Present
DTCC September 2007 - August 2011
DTCC August 2005 - September 2007
Mercury Insurance September 2004 - August 2005
Corning Incorporated November 2000 - November 2003
SOS Corporation September 1998 - November 2000
Skills
CRM, Project Management, Visio, Account Management, Access, Business Analysis, Process Improvement, Financial Services, Time Management, Analysis, Relationship Management, Business Process..., Customer Service
Education
University at Buffalo 1996 — 1998
BS, Management
DTCC February 1995 - Present
DTCC 1995 - 2013
SIAC 1995 - 2000
Skills
Data Modeling, Business Analysis, Requirements Analysis, Databases, Enterprise Architecture, COBOL, Visio, SDLC
Education
University of Rochester 1967 — 1971
BA, English
DAMA seminar
DTCC Senior TraderBrownCo2000 - 2007
Education
University of Connecticut 1982 — 1986
BA, Math/Actuarial Science
Go-getter and Hard Worker ALWAYS! April 2009 - Present
FilterValue.com October 2007 - June 2008
Countrywide Home Loans March 2006 - October 2007
DTCC January 2005 - March 2006
Education
University of South Florida 2000 — 2004
Bachelors, Finance
UBS Wealth Management March 2013 - Present
UBS 2002 - Present
UBS, New Jersey January 2007 - April 2013
deloitte & touche 2000 - 2002
DTCC 1995 - 2000
Skills
Operational Risk, Operational Risk..., Risk Management, Financial Risk, Budgets, Project Management, Strategic Planning
Education
State University of New York at Buffalo
Bachelor of Science (B.S.), Business Administration and Management, General
State University of New York at Buffalo
Bachelor of Arts (BA), Economics
Citi January 2012 - Present
DTCC December 2012 - February 2013
Screaming Eagle January 2011 - January 2012
JPMorgan Chase January 2004 - January 2011
JPMorgan Chase November 2002 - January 2010
AR January 2002 - January 2004
Skills
Credit, Relationship Management, Banking, Mortgage Lending, Loans, Account Management, Cross Selling, Sales, Underwriting, Credit Analysis, Mortgage Banking, Commercial Banking, Finance, Accounting, Financial Analysis, Risk Management, Mergers, Financial Reporting, Cash Management, Financial Services, Auditing
Education
University of Phoenix 2009 — 2010
Masters of Business Administration
University of Phoenix 2008 — 2010
Master of Business Administration (MBA), Business Administration and Management, General
University of South Florida 2001 — 2004
Bachelor of Science (BS), Economics/INTERNATIONAL STUDIES
University of South Florida 2001 — 2004
Bachelors of Science, Economics & International Studies
DTCC January 1996 - Present
Chase Manhattan Bank January 1989 - December 1996
Education
New York University - Leonard N. Stern School of Business 1989 — 1993
Master of Business Administration (MBA), Marketing
University of South Carolina-Columbia 1983 — 1987
BS, Finance
DTCC May 2008 - Present
Skills
COBOLII, JCL, DB2, Easytrieve, CICS, VSAM, MQ Series, IBM Mainframe, Stored Procedures, Serena Changeman, SAR, z/OS, Infoman, HP Exstream, CA Scheduler, Advanced Query Tool..., FTP, VisionPLUS
Education
University of Madras 1999 — 2003
B.E, Electronics & Communications Engineering
EY September 2011 - Present
State of Florida June 2009 - September 2011
DTCC 2007 - 2009
BankAtlantic 2004 - 2006
Skills
Banking, Financial Risk, Credit, Financial Analysis, Risk Management, Accounting, Financial Reporting, Mortgage Lending, Strategic Financial..., Finance, Equities, Asset Managment, Internal Audit, Auditing, Internal Controls
Education
University of South Florida - College of Business Administration 2003 — 2007
B.A., Accounting, Minor: Information Systems and Decision Sciences
Scripps Networks Interactive Inc. March 2011 - Present
DTCC February 1998 - December 2008
Skills
Process Improvement, PowerPoint, Management
Education
University of Phoenix
Bachelors Degree, Business Administration
The Depository Trust & Clearing Corporation August 2012 - Present
DTCC October 2012 - January 2015
Tata Consultancy Services June 2009 - September 2009
The Minster Machining Company June 2008 - September 2008
GE November 2007 - March 2008
Skills
Security
Education
University of Cincinnati 2007 — 2009
B.S, Information Technology
University of Cincinnati 2006 — 2009
Bachlor of Science, Information Technology
City National Rochdale May 2011 - Present
Conifer Securities August 2008 - May 2011
Citigroup 2007 - 2008
DTCC November 2006 - May 2007
Skills
Hedge Funds, Alternative Investments, Portfolio Management, Asset Allocation, Bloomberg, Options Strategies, Equities, Asset Management, Fixed Income
Education
UC Berkeley Haas School of Business 2013 — 2016
Master of Business Administration (MBA) Candidate
University of Florida - Warrington College of Business Administration 2001 — 2005
BS/BA, Marketing, Economics
DTCC January 2010 - Present
Acquis Capital, LLC January 2008 - January 2010
Citigroup January 1997 - January 2008
Education
University of Central Florida - College of Business Administration 1994 — 1996
Bachelor of Science, Finance
DTCC April 1997 - Present
New York Life Insurance Company December 1989 - April 1997
Skills
Business Continuity, Risk Management, Information Security..., Disaster Recovery, Visio, Information Security, Networking, Data Center
Education
University of Phoenix 2006 — 2009
BSIT, Information Technology
DTCC June 1994 - January 2013
Skills
Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, Social Media, System Administration, Fundraising
Education
Thiel College
The Depository Trust & Clearing Corporation October 2013 - Present
DTCC April 2010 - October 2013
DTCC January 2006 - April 2010
Skills
Corporate Actions, Equities, Financial Services, Fixed Income, Securities, Settlement, Business Process, Business Requirements, DTC, Fedwire, Microsoft CRM, Microsoft Excel, Municipal Bonds, Six Sigma, Visio, Back Office, FINRA, Dividends, Asset, Trading Systems
Education
University of South Florida 2000 — 2005
Bachelor, Management Information Systems
Manatee Community College
Associate of Arts (AA), Associate in Arts
DTCC January 2011 - Present
J.P. Morgan Retirement Plan Services August 2006 - January 2011
Chase Investment Services, Corp August 2006 - May 2009
Focus Ten of Florida October 2004 - August 2006
Capital One January 1997 - January 2004
GTE Federal Credit Union January 1995 - January 1997
Education
University of Phoenix 2008 — 2010
BS, Business
University of Phoenix 2007 — 2010
Bachelors of Science, Business Management
GFP High School
Hillsborough Community College
ED&F MAN Capital Markets Ltd September 2014 - Present
First New York Securities August 2011 - May 2013
DTCC January 2011 - July 2011
Education
Touro College Jacob D. Fuchsberg Law Center 2005 — 2008
JD
Saint John's University 2001 — 2005
Bachelor of Science (BS), Finance, General
DTCC (Depository Trust & Clearing Corp) 1998 - 2010
DTCC 1998 - 2010
Skills
Quantitative Risk, Derivatives, Equities, Fixed Income, Risk Management, Quantitative Finance, Bloomberg, Capital Markets, Financial Markets, Hedge Funds, Trading Systems, Middle Office
Education
University of Rochester 1990 — 1996
PhD, Math Economics
University of Pennsylvania 1987 — 1990
Master of Arts (MA), economics
Intuit December 2014 - Present
Depository Trust & Clearing Corporation August 2013 - December 2014
DTCC October 2012 - September 2013
Weichert Realtors June 2008 - September 2010
Foxwood Sports March 2009 - September 2009
Skills
Research, Collaborative Problem..., Statistics, PowerPoint, Microsoft Office, Corporate Communications, Financial Reporting, Compliance, Equity Derivatives, Credit Derivatives, Interest Rate..., FX Derivatives, CFTC, Public Speaking, Access, Data Analysis, Time Management, Risk Management, Microsoft Excel, Databases, Change Management, Financial Services, Equities, Financial Risk, Back Office, Process Improvement, Outlook, Microsoft Word, VBA, Settlement, Business Analysis, Finance, Analysis, Customer Service, Governance, Teamwork, Consulting
Education
New York Institute of Finance 2013 — 2014
Risk Management, Risk Management
New York Institute of Finance 2013 — 2013
Essentials of U.S. Capital Markets, Investments and Securities
University of Arkansas 2008 — 2012
Bachelor of Science, Business Administration; Economics; Finance, 3.05
University of Newcastle 2012 — 2013
Bachelor of Business Administration (BBA), Economics; Financial Analysis, 3.50
BNY Mellon- Cutwater Asset Management May 2015 - Present
Sumitomo Mitsui Trust Bank (U.S.A) Limited March 2014 - September 2014
State Street Bank February 2013 - August 2013
BCP Securities October 2012 - January 2013
DTCC March 2012 - July 2012
Alliance Bernstein October 2010 - July 2011
OCE Information Technologies October 2008 - October 2009
Bank of NY October 2006 - January 2008
GlobeOp Financial Services June 2004 - May 2006
Lord, Abbett & Co April 1999 - May 2004
Skills
Fixed Income, Settlements, Equities, Bloomberg, Securities, Asset Management, Excel, Risk Management, Investments, Word, Access, Hedge Funds, Microsoft Office, Analysis, Accounting, Banking, Funding, Bonds, Problem Solving, FX, Mutual Funds, Asset Managment, Trading, FX Options, Finance, Microsoft Word, Settlement, Portfolio Management, Options, Corporate Actions, Financial Services, Derivatives, Swaps
Education
State University of New York at Buffalo 1979 — 1983
B.A, Political Science and Sociology
BNPPARIBAS March 2013 - Present
DTCC June 2006 - May 2010
Lazard Freres & Co. June 2004 - June 2006
BNP Paribas September 1997 - September 2004
gruntal 1996 - 1997
Deloitte September 1989 - September 1996
Skills
Operational Risk..., Model Validation, Capital Markets, Financial Risk, Derivatives, Hedge Funds, Internal Audit, Asset Managment, Market Risk, Enterprise Risk..., Operational Risk, Sarbanes-Oxley Act, Risk Management, Auditing, Internal Controls, AML, Liquidity Risk and..., Credit Risk Modeling, Corporate Governance, Credit, Accounting, Governance, Financial Modeling, Financial Institutions, Valuation, Settlement, Sarbanes-Oxley, Financial Audits, Credit Derivatives, Risk Assessment, Financial Accounting, Back Office, Risk Analysis, Interest Rate..., Financial Markets, MBS, Swaps, Basel II, Business Continuity, Middle Office, US GAAP, Structured Products, Product Control, Liquidity Risk
Education
University at Albany, SUNY 1986 — 1989
BS, Accountancy
DTCC June 2014 - Present
Nomura April 2011 - June 2014
AllianceBernstein March 2007 - April 2011
Morgan Stanley October 2005 - February 2007
Credit Suisse First Boston March 2003 - October 2005
Merrill Lynch February 1998 - March 2003
Skills
Informatica, Unix Shell Scripting, Control M, Autosys, Data Warehousing, Databases, Business Objects, SDLC, Performance Tuning, ETL, DB2, VBA, Sybase, Requirements Analysis, Data Modeling, Unix
Education
University of Santo Tomas 1989 — 1993
BSECE, Engineering
DTCC September 2012 - Present
DTCC June 2011 - September 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java
Education
University of South Florida 2009 — 2011
Bachelor, Economics/Computer Science
Pershing January 2007 - Present
Dtcc 2005 - 2007
Camp Boggy Creek May 2005 - August 2005
Weekends of Greater Orlando December 2004 - May 2005
UCF Alumni Association August 2002 - December 2004
Skills
Project Management, Organizational..., Building Relationships, Student Counseling, Problem Solving, Resolving Conflicts, Project Coordination, Program Coordination, Creative Strategy, Close Attention to..., Time Management
Education
University of Phoenix 2007 — 2009
Master's degree, Business Administration and Management, General
University of Central Florida - College of Business Administration 2001 — 2004
Bsba, Marketing
DTCC January 2006 - June 2013
Skills
Spring, Java Enterprise Edition, Sybase, Websphere, DB2, XML, SQL, Web Services, Struts, Java, C++, Tomcat, SDLC
Education
University of Central Florida 2001 — 2005
BS, Computer Science
DTCC Director - Asset Services Product ManagementDepository Trust & Clearing Corporation2010 - Present
Skills
Securities, Corporate Actions, Equities, Back Office, Fixed Income, Financial Services, Bloomberg, Capital Markets, Financial Markets, Trading Systems, Global Custody, Derivatives, Market Data, Reference Data
Education
University of Notre Dame 1993 — 1997
BA
The Depository Trust & Clearing Corporation December 2014 - Present
The Depository Trust & Clearing Corporation July 2014 - December 2014
DTCC July 2008 - July 2014
DTCC November 2006 - July 2008
Skills
Underwriting, Risk Management, Financial Analysis
Education
University of South Florida 2000 — 2006
Schaumburg and Keller
DTCC November 2013 - Present
Allied Technology Group LLC. May 2008 - November 2014
Skills
Unix, Java, Integration, Testing, Troubleshooting
Education
University at Buffalo 1999 — 2003
Bachelor of Science (BS), Electrical and Electronics Engineering