EQUISERVE Company
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EQUISERVE Employees
Employee
Years
Job
Industry
Christopher Fontecchio Christopher Fontecchio's EQUISERVE Experience August 2000 - September 2001
Job English Teacher at Lake County Public Schools
Industry Education Management
Experience
East Ridge High School August 2014 - Present
Walt Disney World June 1995 - Present
Clermont Middle School August 2011 - June 2014
Trivia Host August 2013 - April 2014
Oak Park Middle School August 2005 - June 2011
Chain of Lakes Middle School August 2003 - June 2005
Holbrook High School September 2001 - June 2003
Equiserve August 2000 - September 2001
Equiserve June 1999 - September 1999
Equiserve June 1999 - September 1999
Skills
Teaching, Creative Writing, Editing, Entertainment, Sports Coaching, Computer Hardware, Microsoft Office, Lighting Design, Performing Arts, Audio Visual Support, Finance
Education
Bridgewater State University 2000 — 2002
Teacher Certification Program, Secondary Education and Teaching English, 3.2
Fordham University 1991 — 1995
Bachelor's Degree, Theatre/Theater, 2.7
East Ridge High School August 2014 - Present
Walt Disney World June 1995 - Present
Clermont Middle School August 2011 - June 2014
Trivia Host August 2013 - April 2014
Oak Park Middle School August 2005 - June 2011
Chain of Lakes Middle School August 2003 - June 2005
Holbrook High School September 2001 - June 2003
Equiserve August 2000 - September 2001
Equiserve June 1999 - September 1999
Equiserve June 1999 - September 1999
Skills
Teaching, Creative Writing, Editing, Entertainment, Sports Coaching, Computer Hardware, Microsoft Office, Lighting Design, Performing Arts, Audio Visual Support, Finance
Education
Bridgewater State University 2000 — 2002
Teacher Certification Program, Secondary Education and Teaching English, 3.2
Fordham University 1991 — 1995
Bachelor's Degree, Theatre/Theater, 2.7
Jessica Esposito Ritter Jessica Esposito Ritter's EQUISERVE Experience September 2000 - December 2002
Job Instructional Design, eLearning, CRM Training
Industry Pharmaceuticals
Experience
Shire Pharmaceuticals January 2014 - Present
Commonwealth Financial Network February 2009 - June 2013
Commonwealth Financial Network April 2003 - January 2009
EquiServe September 2000 - December 2002
EquiServe September 1998 - August 2000
Skills
Investments, Microsoft Excel, Customer Service, PowerPoint, Microsoft Office, Training, E-Learning, Instructional Design, CRM, Project Management, Employee Training, Coaching, Strategic Planning, Management, Team Leadership
Education
Curry College 1994 — 1998
Communications, Radio and Television Broadcasting Technology/Technician
Shire Pharmaceuticals January 2014 - Present
Commonwealth Financial Network February 2009 - June 2013
Commonwealth Financial Network April 2003 - January 2009
EquiServe September 2000 - December 2002
EquiServe September 1998 - August 2000
Skills
Investments, Microsoft Excel, Customer Service, PowerPoint, Microsoft Office, Training, E-Learning, Instructional Design, CRM, Project Management, Employee Training, Coaching, Strategic Planning, Management, Team Leadership
Education
Curry College 1994 — 1998
Communications, Radio and Television Broadcasting Technology/Technician
Douglas Shivers Douglas Shivers's EQUISERVE Experience 1998 - 2000
Job Sumitomo Mitsui Trust Bank
Industry Financial Services
Experience
Sumitomo Mitsui Trust Bank April 2002 - Present
Georgeson Shareholder 2000 - 2002
Equiserve 1998 - 2000
Chase Manhattan 1997 - 1998
CMSS 1996 - 1998
CMSS 1996 - 1998
Manufacturers Hanover Trust 1983 - 1996
Skills
Corporate Actions, Securities, Equities, Corporate Finance, Bonds, Investor Relations, Hedge Funds, Alternative Investments, Bloomberg, Derivatives, FX Options, Financial Risk, Investment Banking, Options, Portfolio Management, Trading
Education
New Jersey City University 1973 — 1977
BA, Business
Sumitomo Mitsui Trust Bank April 2002 - Present
Georgeson Shareholder 2000 - 2002
Equiserve 1998 - 2000
Chase Manhattan 1997 - 1998
CMSS 1996 - 1998
CMSS 1996 - 1998
Manufacturers Hanover Trust 1983 - 1996
Skills
Corporate Actions, Securities, Equities, Corporate Finance, Bonds, Investor Relations, Hedge Funds, Alternative Investments, Bloomberg, Derivatives, FX Options, Financial Risk, Investment Banking, Options, Portfolio Management, Trading
Education
New Jersey City University 1973 — 1977
BA, Business
James Beal James Beal's EQUISERVE Experience 1994 - 1999
Job Assistant Vice President at State Street Bank
Industry Financial Services
Experience
State Street Bank August 2011 - Present
State Street Bank July 2007 - Present
Investors Bank & Trust September 1999 - July 2007
Evergreen Investments 2003 - 2004
EquiServe 1994 - 1999
Skills
Mutual Funds, Corporate Actions, Client Service, Securities, Asset Management, Staff Development, Staff Management, Training, Training Delivery, Hands-on Training, Financial Services, Process Improvement, Trading, Series 63, Alternative Investments, Fixed Income, Middle Office, Fund Administration
Education
Stonehill College 1988 — 1992
BA, English
Bridgewater Raynham Regional High School 1984 — 1988
State Street Bank August 2011 - Present
State Street Bank July 2007 - Present
Investors Bank & Trust September 1999 - July 2007
Evergreen Investments 2003 - 2004
EquiServe 1994 - 1999
Skills
Mutual Funds, Corporate Actions, Client Service, Securities, Asset Management, Staff Development, Staff Management, Training, Training Delivery, Hands-on Training, Financial Services, Process Improvement, Trading, Series 63, Alternative Investments, Fixed Income, Middle Office, Fund Administration
Education
Stonehill College 1988 — 1992
BA, English
Bridgewater Raynham Regional High School 1984 — 1988
Jereem Langlais Jereem Langlais's EQUISERVE Experience January 2002 - January 2003
Job IT Professional
Industry Information Services
Experience
Dassault Systèmes June 2014 - Present
Takeda Cambridge October 2013 - June 2014
global resources 2013 - 2013
Boston Medical Center 2013 - 2013
Hardwick Technologies 2012 - 2013
ROYAL AHOLD January 2004 - January 2012
Carbonite January 2008 - January 2008
Circles January 2003 - January 2005
Equiserve January 2002 - January 2003
Spherion Svc January 2001 - January 2001
Skills
A+ Certified &..., Research, Customer Service, Management, Servers, Troubleshooting, Security, Networking, Technical Support, Operating Systems, Retail, Hardware, Windows, Business Analysis, XP, SQL, HTML, Visio, Vendor Management, Microsoft Office, Unix, Project Management, Access, Computer Hardware, Analysis, Outlook, Inventory Management, Microsoft Word, Microsoft Excel
Education
Boston University
Wentworth Institute of Technology
Dassault Systèmes June 2014 - Present
Takeda Cambridge October 2013 - June 2014
global resources 2013 - 2013
Boston Medical Center 2013 - 2013
Hardwick Technologies 2012 - 2013
ROYAL AHOLD January 2004 - January 2012
Carbonite January 2008 - January 2008
Circles January 2003 - January 2005
Equiserve January 2002 - January 2003
Spherion Svc January 2001 - January 2001
Skills
A+ Certified &..., Research, Customer Service, Management, Servers, Troubleshooting, Security, Networking, Technical Support, Operating Systems, Retail, Hardware, Windows, Business Analysis, XP, SQL, HTML, Visio, Vendor Management, Microsoft Office, Unix, Project Management, Access, Computer Hardware, Analysis, Outlook, Inventory Management, Microsoft Word, Microsoft Excel
Education
Boston University
Wentworth Institute of Technology
Binoy Kothari Binoy Kothari's EQUISERVE Experience 1999 - 2002
Job Senior Project Manager at Credit Suisse
Industry Information Technology and Services
Experience
Credit Suisse 2015 - Present
Bank of America 2014 - 2014
Citi 2011 - 2014
Deloitte 2007 - 2011
Citi 2005 - 2007
UBS 2002 - 2005
EquiServe 1999 - 2002
Cendant 1998 - 1999
Skills
Project Management, Program Management, PMO, Full SDLC, Business Intelligence, Data Warehousing, Resource Management, Offshore Resource..., Process Improvement, Software Quality..., Change Management, Cross Functional..., Risk Management, Budget Forecasts, IT Financial Management, Management, Project Delivery, Budgets
Education
Gujarat University 1984 — 1986
Bachelor of Laws (LL.B.), Law and Taxation
Gujarat University 1981 — 1984
Bachelor of Commerce (B.Com.), Accounting and Finance
Credit Suisse 2015 - Present
Bank of America 2014 - 2014
Citi 2011 - 2014
Deloitte 2007 - 2011
Citi 2005 - 2007
UBS 2002 - 2005
EquiServe 1999 - 2002
Cendant 1998 - 1999
Skills
Project Management, Program Management, PMO, Full SDLC, Business Intelligence, Data Warehousing, Resource Management, Offshore Resource..., Process Improvement, Software Quality..., Change Management, Cross Functional..., Risk Management, Budget Forecasts, IT Financial Management, Management, Project Delivery, Budgets
Education
Gujarat University 1984 — 1986
Bachelor of Laws (LL.B.), Law and Taxation
Gujarat University 1981 — 1984
Bachelor of Commerce (B.Com.), Accounting and Finance
Patricia Hennedy Patricia Hennedy's EQUISERVE Experience August 1998 - June 1999
Job
Industry Financial Services
Experience
Merrill Edge January 2014 - Present
Delta Equity Financial Services May 2000 - June 2003
Equiserve August 1998 - June 1999
Royal Alliance Associates INC 1996 - July 1998
Royal Alliance Associates INC July 1994 - 1996
Advest, Inc. 1992 - June 1994
Advest, Inc. September 1990 - 1992
Skills
Bonds, Trading, Customer Service, Technical Support, Microsoft Excel, Microsoft Word, Outlook, Finance, Series 7
Education
City University of New York-Baruch College 1996 — 1997
No Degree, Accounting, Economics and Computer Business Information Processing, Undergraduate Honors
Central Connecticut State University 1990 — 1992
Accounting and Finance
Cazenovia College
Accounting and Finance
Merrill Edge January 2014 - Present
Delta Equity Financial Services May 2000 - June 2003
Equiserve August 1998 - June 1999
Royal Alliance Associates INC 1996 - July 1998
Royal Alliance Associates INC July 1994 - 1996
Advest, Inc. 1992 - June 1994
Advest, Inc. September 1990 - 1992
Skills
Bonds, Trading, Customer Service, Technical Support, Microsoft Excel, Microsoft Word, Outlook, Finance, Series 7
Education
City University of New York-Baruch College 1996 — 1997
No Degree, Accounting, Economics and Computer Business Information Processing, Undergraduate Honors
Central Connecticut State University 1990 — 1992
Accounting and Finance
Cazenovia College
Accounting and Finance
Jessica Blessing Jessica Blessing's EQUISERVE Experience September 1999 - October 2001
Job Owner, Mary Kay Beauty Consultant
Industry Consumer Services
Experience
Mary Kay Beauty Consultant July 2009 - Present
Mary Kay Cosmetics July 2009 - Present
Triple B Repairs December 2003 - September 2008
Triple B Repairs Inc December 2003 - September 2008
Petro Home Heatting Oil October 2001 - June 2003
Petro October 2001 - June 2003
Equiserve September 1999 - October 2001
WBC Industries November 2000 - June 2001
Skills
Direct Sales, Skin Care, Sales, Selling, Cosmetics, Customer Service, Event Management, Leadership, Accounts Payable, Event Planning, Fragrance, Beauty Industry
Education
New Jersey City University 1997 — 1999
did not finish, Business Administration
Brookdale Community College 1995 — 1997
Mary Kay Beauty Consultant July 2009 - Present
Mary Kay Cosmetics July 2009 - Present
Triple B Repairs December 2003 - September 2008
Triple B Repairs Inc December 2003 - September 2008
Petro Home Heatting Oil October 2001 - June 2003
Petro October 2001 - June 2003
Equiserve September 1999 - October 2001
WBC Industries November 2000 - June 2001
Skills
Direct Sales, Skin Care, Sales, Selling, Cosmetics, Customer Service, Event Management, Leadership, Accounts Payable, Event Planning, Fragrance, Beauty Industry
Education
New Jersey City University 1997 — 1999
did not finish, Business Administration
Brookdale Community College 1995 — 1997
Gregory Donoghue Gregory Donoghue's EQUISERVE Experience 1996 - 1998
Job Vice President Director of Operations and Technology at Appleton Partners, Inc.
Industry Financial Services
Experience
Appleton Partners, Inc. September 1998 - Present
Brown Ledge Foundation August 2006 - 2012
EquiServe 1996 - 1998
Skills
Portfolio Management, Mutual Funds, Asset Management
Education
Saint Michael's College 1992 — 1996
Appleton Partners, Inc. September 1998 - Present
Brown Ledge Foundation August 2006 - 2012
EquiServe 1996 - 1998
Skills
Portfolio Management, Mutual Funds, Asset Management
Education
Saint Michael's College 1992 — 1996
Peter Belval's EQUISERVE Experience September 1995 - September 2006
Job Chief of Staff
Industry Financial Services
Experience
Computershare September 2014 - Present
Computershare September 2006 - September 2014
EquiServe September 1995 - September 2006
Bank of Boston January 1993 - September 1995
Education
Boston College - Carroll School of Management 1989 — 1993
MBA, Finance
Boston College 1982 — 1986
B.S., Finance and Computer Science
Computershare September 2014 - Present
Computershare September 2006 - September 2014
EquiServe September 1995 - September 2006
Bank of Boston January 1993 - September 1995
Education
Boston College - Carroll School of Management 1989 — 1993
MBA, Finance
Boston College 1982 — 1986
B.S., Finance and Computer Science
Todderick Hunt Todderick Hunt's EQUISERVE Experience June 2004 - October 2004
Job Northeast Football Recruiting Reporter at NJ.com
Industry Management Consulting
Experience
NJ.com October 2012 - Present
Verizon Fios1 Sports (Jet Media Subsidiaries) August 2011 - Present
Capellan Incorporated June 2011 - Present
Devereux October 2012 - May 2013
StateOfRutgers.com (formerly a subsidiary of the Fox Sports network) February 2008 - February 2012
Solium Capital November 2010 - August 2011
Computershare April 2006 - November 2010
EquiServe June 2004 - October 2004
Skills
Operational Process..., Public Speaking, Financial Statements, Operations Management, Account Management, Diversity Sensitivity, Adaptability and..., Share Allocation and...
Education
Rutgers, The State University of New Jersey 2002 — 2004
Bachelors of Science, Business Management
Middlesex County College 2000 — 2002
Associates of Science, Business Administration
NJ.com October 2012 - Present
Verizon Fios1 Sports (Jet Media Subsidiaries) August 2011 - Present
Capellan Incorporated June 2011 - Present
Devereux October 2012 - May 2013
StateOfRutgers.com (formerly a subsidiary of the Fox Sports network) February 2008 - February 2012
Solium Capital November 2010 - August 2011
Computershare April 2006 - November 2010
EquiServe June 2004 - October 2004
Skills
Operational Process..., Public Speaking, Financial Statements, Operations Management, Account Management, Diversity Sensitivity, Adaptability and..., Share Allocation and...
Education
Rutgers, The State University of New Jersey 2002 — 2004
Bachelors of Science, Business Management
Middlesex County College 2000 — 2002
Associates of Science, Business Administration
Jamal Favours Jamal Favours's EQUISERVE Experience June 2001 - September 2003
Job Field Customer Service Associate at Publicis Touchpoint Solutions, Inc.
Industry Pharmaceuticals
Experience
Publicis Touchpoint Solutions @ AstraZeneca February 2012 - Present
Novartis @ Pro Unlimited March 2011 - February 2012
AHTNA Technical Services, Inc December 2007 - March 2010
Municipal Credit Union October 2003 - October 2007
Equiserve June 2001 - September 2003
Quick & Reilly/Fleet Securities Inc September 2000 - June 2001
Skills
Sales, Customer Retention, Customer Satisfaction, Customer Acquisition, Windows, Microsoft Office, Accounting, Inventory Management, Marketing Communications, Sales Process, Sales Presentations, Product Launch, Specialty Pharma, Sales Effectiveness, KOL development, KOL Identification, Key Account..., Key Account Growth, Primary Care, Internal Medicine, Managed Care, CRM, Management
Education
Clark Atlanta University 1995 — 1999
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Publicis Touchpoint Solutions @ AstraZeneca February 2012 - Present
Novartis @ Pro Unlimited March 2011 - February 2012
AHTNA Technical Services, Inc December 2007 - March 2010
Municipal Credit Union October 2003 - October 2007
Equiserve June 2001 - September 2003
Quick & Reilly/Fleet Securities Inc September 2000 - June 2001
Skills
Sales, Customer Retention, Customer Satisfaction, Customer Acquisition, Windows, Microsoft Office, Accounting, Inventory Management, Marketing Communications, Sales Process, Sales Presentations, Product Launch, Specialty Pharma, Sales Effectiveness, KOL development, KOL Identification, Key Account..., Key Account Growth, Primary Care, Internal Medicine, Managed Care, CRM, Management
Education
Clark Atlanta University 1995 — 1999
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Michael S. Kelly Michael S. Kelly's EQUISERVE Experience January 1996 - May 2005
Job Consultant at CompIntelligence
Industry Financial Services
Experience
CompIntelligence March 2014 - Present
Domenico Valentino January 2013 - March 2014
Wine Ventures August 1994 - December 2012
Ridgefield Park School System April 2010 - June 2012
BNY Mellon Shareowner Services May 2005 - February 2008
Computershare January 1996 - May 2005
EquiServe January 1996 - May 2005
Coach Leatherware 1991 - 1995
Skills
Relationship Management, New Business Development, Negotiation, Sales Management, Sales, Team Building, Marketing, Vendor Management, Financial Services, Banking, Business Analysis, Finance, Online Advertising, Leadership, Program Management, CRM, Salesforce.com, Facebook, Twitter, Equity Compensation, Equities, Customer Retention, Management, Team Leadership, Contract Negotiation, Strategy, Customer Service, Mergers & Acquisitions, Budgets, Risk Management, Business Strategy, Employee Benefits, Process Improvement, Start-ups, Analysis, Executive Management, Team Management, Training, Portfolio Management, Business Process..., Cold Calling, Management Consulting, Outsourcing, Investments, Entrepreneurship, Business Development, Project Management, Strategic Planning, Marketing Strategy, Microsoft Office
Education
Investment Banking Institute of NY 2007 — 2007
Certificate Program, Investment Banking
Villanova University 2003 — 2003
Certificate Program, Project Management
Rutgers, The State University of New Jersey-New Brunswick
BA, English Literature
Lacey Township High School
HS Diploma, College Prep
Central Regional High School
CompIntelligence March 2014 - Present
Domenico Valentino January 2013 - March 2014
Wine Ventures August 1994 - December 2012
Ridgefield Park School System April 2010 - June 2012
BNY Mellon Shareowner Services May 2005 - February 2008
Computershare January 1996 - May 2005
EquiServe January 1996 - May 2005
Coach Leatherware 1991 - 1995
Skills
Relationship Management, New Business Development, Negotiation, Sales Management, Sales, Team Building, Marketing, Vendor Management, Financial Services, Banking, Business Analysis, Finance, Online Advertising, Leadership, Program Management, CRM, Salesforce.com, Facebook, Twitter, Equity Compensation, Equities, Customer Retention, Management, Team Leadership, Contract Negotiation, Strategy, Customer Service, Mergers & Acquisitions, Budgets, Risk Management, Business Strategy, Employee Benefits, Process Improvement, Start-ups, Analysis, Executive Management, Team Management, Training, Portfolio Management, Business Process..., Cold Calling, Management Consulting, Outsourcing, Investments, Entrepreneurship, Business Development, Project Management, Strategic Planning, Marketing Strategy, Microsoft Office
Education
Investment Banking Institute of NY 2007 — 2007
Certificate Program, Investment Banking
Villanova University 2003 — 2003
Certificate Program, Project Management
Rutgers, The State University of New Jersey-New Brunswick
BA, English Literature
Lacey Township High School
HS Diploma, College Prep
Central Regional High School
William Pein William Pein's EQUISERVE Experience 2001 - 2002
Job Manager/Project Role at Citco Fund Services
Industry Financial Services
Experience
Citco Fund Services January 2008 - Present
Citco Fund Services May 2005 - December 2007
Citco Fund Services June 2002 - April 2005
Equiserve 2001 - 2002
Mellon Investor Services 1999 - 2001
Skills
Middle Office, Hedge Funds, Fixed Income, Derivatives, Equities, Bloomberg, Options, Prime Brokerage, Corporate Actions, Back Office, Business Analysis, Alternative Investments, OBIEE, MS Excel/Macros, AExeo
Education
Rutgers University 1997 — 2001
BA, Bachelor of Science, Business School of Management
Hudson Catholic High School 1989 — 1993
Citco Fund Services January 2008 - Present
Citco Fund Services May 2005 - December 2007
Citco Fund Services June 2002 - April 2005
Equiserve 2001 - 2002
Mellon Investor Services 1999 - 2001
Skills
Middle Office, Hedge Funds, Fixed Income, Derivatives, Equities, Bloomberg, Options, Prime Brokerage, Corporate Actions, Back Office, Business Analysis, Alternative Investments, OBIEE, MS Excel/Macros, AExeo
Education
Rutgers University 1997 — 2001
BA, Bachelor of Science, Business School of Management
Hudson Catholic High School 1989 — 1993
Jennifer Sena, CCSE's EQUISERVE Experience January 2001 - September 2002
Job Sales & Networking is my Passion!
Industry Hospitality
Experience
SENA Sales & Marketing April 2014 - Present
Caesars Entertainment Corporation October 2013 - April 2014
Puerto Rico Convention Bureau December 2010 - October 2013
Concord Hospitality Enterprises October 2009 - December 2010
Marriott International September 2003 - October 2009
Wyndham International December 2002 - September 2003
EquiServe January 2001 - September 2002
Prudential Financial January 2000 - December 2000
Alliance Capital November 1997 - February 1999
Prudential Financial September 1989 - June 1997
Skills
Hotels, Sales, Convention Services, Event Management, Meeting Planning, Hospitality, Contract Negotiation, Hospitality Industry, Leadership, Tourism, Trade Shows, Sales Management, Social Media Marketing, Event Planning, Customer Service
Education
New York University 2002 — 2003
Certificate of Completion, Meeting, Conference and Event Management Certificate
Saint Peter's University 1990 — 1994
St. Marys High School 1986 — 1990
SENA Sales & Marketing April 2014 - Present
Caesars Entertainment Corporation October 2013 - April 2014
Puerto Rico Convention Bureau December 2010 - October 2013
Concord Hospitality Enterprises October 2009 - December 2010
Marriott International September 2003 - October 2009
Wyndham International December 2002 - September 2003
EquiServe January 2001 - September 2002
Prudential Financial January 2000 - December 2000
Alliance Capital November 1997 - February 1999
Prudential Financial September 1989 - June 1997
Skills
Hotels, Sales, Convention Services, Event Management, Meeting Planning, Hospitality, Contract Negotiation, Hospitality Industry, Leadership, Tourism, Trade Shows, Sales Management, Social Media Marketing, Event Planning, Customer Service
Education
New York University 2002 — 2003
Certificate of Completion, Meeting, Conference and Event Management Certificate
Saint Peter's University 1990 — 1994
St. Marys High School 1986 — 1990
Peter Russ Peter Russ's EQUISERVE Experience January 1999 - September 1999
Job Looking for employment in the nonprofit industry using my skills in finance and budgets
Industry Financial Services
Experience
JPMorgan Chase Private Bank April 2010 - January 2014
Wilmington Jaycees January 2011 - December 2013
JPMorgan Chase Private Bank March 2007 - June 2008
JPMorgan Chase & Co. March 2005 - March 2007
JPMorgan Chase Private Bank May 2003 - March 2005
JPMorgan Chase Private Bank March 2001 - May 2003
J.P. Morgan Advisory Services, Inc. March 2000 - March 2001
Equiserve Inc September 1999 - March 2000
Equiserve January 1999 - September 1999
First Chicago Trust / Equiserve June 1997 - January 1999
Skills
Process Improvement, Financial Research, Banking, Leadership, Budgets, Management, Analysis, Procedure Development, Securities, Microsoft Office, Accounting, Financial Analysis, Regulatory Compliance, Domestic & Global..., Financial Services, Written Communication, Training, Risk Management, Skilled Multi-tasker, Auditing, Employee Benefits, Customer Service, Microsoft Excel, Event Planning, Investments, Finance
Education
University of Delaware - Lerner College of Business and Economics 2005 — 2009
Master of Business Administration (M.B.A.), Finance, 3.56
University of Delaware - Lerner College of Business and Economics 1992 — 1995
Bachelor's Degree, Finance, 3.47
Syracuse University 1990 — 1991
Finance, 3.41
New Utrecht High School 1988 — 1990
High School, General, 2.7
Elementary / Junior High School 1976 — 1986
JPMorgan Chase Private Bank April 2010 - January 2014
Wilmington Jaycees January 2011 - December 2013
JPMorgan Chase Private Bank March 2007 - June 2008
JPMorgan Chase & Co. March 2005 - March 2007
JPMorgan Chase Private Bank May 2003 - March 2005
JPMorgan Chase Private Bank March 2001 - May 2003
J.P. Morgan Advisory Services, Inc. March 2000 - March 2001
Equiserve Inc September 1999 - March 2000
Equiserve January 1999 - September 1999
First Chicago Trust / Equiserve June 1997 - January 1999
Skills
Process Improvement, Financial Research, Banking, Leadership, Budgets, Management, Analysis, Procedure Development, Securities, Microsoft Office, Accounting, Financial Analysis, Regulatory Compliance, Domestic & Global..., Financial Services, Written Communication, Training, Risk Management, Skilled Multi-tasker, Auditing, Employee Benefits, Customer Service, Microsoft Excel, Event Planning, Investments, Finance
Education
University of Delaware - Lerner College of Business and Economics 2005 — 2009
Master of Business Administration (M.B.A.), Finance, 3.56
University of Delaware - Lerner College of Business and Economics 1992 — 1995
Bachelor's Degree, Finance, 3.47
Syracuse University 1990 — 1991
Finance, 3.41
New Utrecht High School 1988 — 1990
High School, General, 2.7
Elementary / Junior High School 1976 — 1986
Claudia Marrone Claudia Marrone's EQUISERVE Experience 2002 - 2004
Job Real Estate Agent, Realtor Associate at ReMax Classic Group
Industry Real Estate
Experience
ReMax Classic Group 2009 - Present
Weichert Realtors 2004 - 2008
EquiServe 2002 - 2004
MaMaMedia 2000 - 2001
Mutual Marine Office 1995 - 1999
Skills
First Time Home Buyers, Short Sales
Education
La Salle University 1990 — 1994
BS, Organizational Management and International Studies
Queen of Peace High School 1986 — 1990
High School
ReMax Classic Group 2009 - Present
Weichert Realtors 2004 - 2008
EquiServe 2002 - 2004
MaMaMedia 2000 - 2001
Mutual Marine Office 1995 - 1999
Skills
First Time Home Buyers, Short Sales
Education
La Salle University 1990 — 1994
BS, Organizational Management and International Studies
Queen of Peace High School 1986 — 1990
High School
Ed Furrer Ed Furrer's EQUISERVE Experience August 1999 - December 2001
Job Business Management
Industry Accounting
Experience
American Hobby Distributors January 2014 - Present
Harvey Electronics December 2002 - October 2008
Equiserve August 1999 - December 2001
Equiserve April 1998 - August 1999
First Chicago Trust August 1996 - April 1998
First Chicago Trust December 1994 - August 1996
First Chicago Trust November 1993 - December 1994
First Chicago Trust June 1992 - November 1993
Skills
Management, Financial Services, Troubleshooting, Systems Analysis, Microsoft Excel, Accounting, Databases, Warehousing, Pricing, Invoicing, Procurement, Inventory Management, Access, Investments, Internal Audit, Forecasting, Process Improvement, Customer Service
Education
Rutgers University 1987 — 1991
B.S, Economics
Rutgers University-New Brunswick 1987 — 1991
Bachelor of Science (B.S.), Economics
The Chubb Institute
American Hobby Distributors January 2014 - Present
Harvey Electronics December 2002 - October 2008
Equiserve August 1999 - December 2001
Equiserve April 1998 - August 1999
First Chicago Trust August 1996 - April 1998
First Chicago Trust December 1994 - August 1996
First Chicago Trust November 1993 - December 1994
First Chicago Trust June 1992 - November 1993
Skills
Management, Financial Services, Troubleshooting, Systems Analysis, Microsoft Excel, Accounting, Databases, Warehousing, Pricing, Invoicing, Procurement, Inventory Management, Access, Investments, Internal Audit, Forecasting, Process Improvement, Customer Service
Education
Rutgers University 1987 — 1991
B.S, Economics
Rutgers University-New Brunswick 1987 — 1991
Bachelor of Science (B.S.), Economics
The Chubb Institute
robert covelli robert covelli's EQUISERVE Experience January 1998 - January 2002
Job Writer at Selfemployed
Industry Writing and Editing
Experience
Self-Employed 2009 - 2011
Self-Employed 2005 - 2008
Equiserve January 1998 - January 2002
Luna Court Literary Agency January 1992 - January 1998
Appoquiniminck School District January 1985 - January 1989
Thompson Institute January 1982 - January 1984
Temple University January 1977 - January 1979
Skills
Writing, Literary, Editing, Creative Writing, Fiction, Non-fiction, Proofreading, Copy Editing, Literature, Stories, Books, Copywriting, Editorial, Poetry
Education
Temple University
M. Ed
Temple University
B. A
St. John's College
Central High
Temple University
BA & M.Ed., Liberal Arts, Education
Self-Employed 2009 - 2011
Self-Employed 2005 - 2008
Equiserve January 1998 - January 2002
Luna Court Literary Agency January 1992 - January 1998
Appoquiniminck School District January 1985 - January 1989
Thompson Institute January 1982 - January 1984
Temple University January 1977 - January 1979
Skills
Writing, Literary, Editing, Creative Writing, Fiction, Non-fiction, Proofreading, Copy Editing, Literature, Stories, Books, Copywriting, Editorial, Poetry
Education
Temple University
M. Ed
Temple University
B. A
St. John's College
Central High
Temple University
BA & M.Ed., Liberal Arts, Education
Thomas Grayman Thomas Grayman's EQUISERVE Experience 1999 - 2004
Job Business Manager at Union Baptist Church
Industry Financial Services
Experience
Union Baptist Church February 2013 - Present
African American Men of Westchester January 2013 - Present
Today's Students, Tomorrow's Teachers February 2011 - February 2013
Computershare 2004 - 2009
EquiServe 1999 - 2004
First Chicago Trust Company/EquiServe 1990 - 2004
First Chicago Trust Company 1988 - 1999
Skills
Strategic Planning, Mergers, Risk Management, Leadership Development, Investor Relations, Change Management, Securities, Financial Services, Mergers & Acquisitions, Management, Strategic Financial..., Financial Reporting, Strategy, Executive Management, CRM, Strategic Partnerships, Program Management, Finance, Leadership
Education
New York University - Leonard N. Stern School of Business 2010 — 2010
Certificate in Change Management, Business
Manhattan College 1978 — 1981
MBA, Organizational Management
Fordham University 1966 — 1970
B.S. in Finance, Business
Union Baptist Church February 2013 - Present
African American Men of Westchester January 2013 - Present
Today's Students, Tomorrow's Teachers February 2011 - February 2013
Computershare 2004 - 2009
EquiServe 1999 - 2004
First Chicago Trust Company/EquiServe 1990 - 2004
First Chicago Trust Company 1988 - 1999
Skills
Strategic Planning, Mergers, Risk Management, Leadership Development, Investor Relations, Change Management, Securities, Financial Services, Mergers & Acquisitions, Management, Strategic Financial..., Financial Reporting, Strategy, Executive Management, CRM, Strategic Partnerships, Program Management, Finance, Leadership
Education
New York University - Leonard N. Stern School of Business 2010 — 2010
Certificate in Change Management, Business
Manhattan College 1978 — 1981
MBA, Organizational Management
Fordham University 1966 — 1970
B.S. in Finance, Business
Michael Cardoza Michael Cardoza's EQUISERVE Experience May 2000 - April 2001
Job Director
Industry Sports
Experience
Human Interest Group & Professional Triathlon 2011 - Present
First Bourn January 2015 - Present
Fitness Together December 2002 - November 2012
ARSENAL F.C. September 2001 - May 2002
EQUISERVE May 2000 - April 2001
Skills
Sales, Fitness Training, Marketing, Personal Training, Business Planning, Sports, Fitness, Social Media Marketing, Management, Sales Management, Program Management, Nutrition, Entrepreneurship, Sports Marketing, Coaching, Marketing Strategy, Finance, Event Planning
Education
London Metropolitan University 2001 — 2002
MBA, Business
Bentley University 1997 — 2001
B.S., Finance
Human Interest Group & Professional Triathlon 2011 - Present
First Bourn January 2015 - Present
Fitness Together December 2002 - November 2012
ARSENAL F.C. September 2001 - May 2002
EQUISERVE May 2000 - April 2001
Skills
Sales, Fitness Training, Marketing, Personal Training, Business Planning, Sports, Fitness, Social Media Marketing, Management, Sales Management, Program Management, Nutrition, Entrepreneurship, Sports Marketing, Coaching, Marketing Strategy, Finance, Event Planning
Education
London Metropolitan University 2001 — 2002
MBA, Business
Bentley University 1997 — 2001
B.S., Finance
Alana Miller Alana Miller's EQUISERVE Experience May 1997 - May 2004
Job Director, Business Development
Industry Financial Services
Experience
Solium April 2005 - Present
Mellon Investor Services 2004 - 2005
Equiserve May 1997 - May 2004
Chasemellon Shareholder Services 1995 - 1997
NYNEX Mobile 1991 - 1995
Skills
Executive Compensation, Equity Compensation, Compliance, Customer Service, Compensation, New Business Development, Options, Contract Negotiation, Account Management, Stock, Executive Pay, Stocks, Equities, SaaS, Business Development, Deferred Compensation, Financial Analysis, Financial Services, Incentive Programs, Leadership, Management, Mergers, Relationship Management, Process Improvement, Sales, Securities, Risk Management, Series 7, Employee Benefits, Mergers & Acquisitions, Finance
Education
New York University 1994 — 1997
Organizational Behavior and Communication
NYU 1992 — 1996
Bachelor of Arts
Solium April 2005 - Present
Mellon Investor Services 2004 - 2005
Equiserve May 1997 - May 2004
Chasemellon Shareholder Services 1995 - 1997
NYNEX Mobile 1991 - 1995
Skills
Executive Compensation, Equity Compensation, Compliance, Customer Service, Compensation, New Business Development, Options, Contract Negotiation, Account Management, Stock, Executive Pay, Stocks, Equities, SaaS, Business Development, Deferred Compensation, Financial Analysis, Financial Services, Incentive Programs, Leadership, Management, Mergers, Relationship Management, Process Improvement, Sales, Securities, Risk Management, Series 7, Employee Benefits, Mergers & Acquisitions, Finance
Education
New York University 1994 — 1997
Organizational Behavior and Communication
NYU 1992 — 1996
Bachelor of Arts
Julie Silver's EQUISERVE Experience May 1998 - December 2005
Job Product Specialist > Investor Services, Computershare
Industry Financial Services
Experience
Computershare January 2006 - Present
EquiServe May 1998 - December 2005
Skills
Financial Services, Product Management, Product Development, Vendor Management, Business Analysis, Process Improvement, Strategic Planning, Business Development, Risk Management, Mergers, Call Center, CRM, Investor Relations, Relationship Management, Microsoft Excel, Project Management, Product Introduction, Cross Selling, Mergers & Acquisitions, Corporate Actions, Program Management, Call Centers
Education
Mount Holyoke College 1992 — 1996
Bachelor of Arts, Russian Language & Literature
Woburn High 1988 — 1992
Computershare January 2006 - Present
EquiServe May 1998 - December 2005
Skills
Financial Services, Product Management, Product Development, Vendor Management, Business Analysis, Process Improvement, Strategic Planning, Business Development, Risk Management, Mergers, Call Center, CRM, Investor Relations, Relationship Management, Microsoft Excel, Project Management, Product Introduction, Cross Selling, Mergers & Acquisitions, Corporate Actions, Program Management, Call Centers
Education
Mount Holyoke College 1992 — 1996
Bachelor of Arts, Russian Language & Literature
Woburn High 1988 — 1992
Christine Garner Duane's EQUISERVE Experience 1996 - August 1997
Job Founder, SpEdcampNJ, NJASCD Executive Board Member
Industry Education Management
Experience
NJASCD September 2013 - Present
Monroe Township Public Schools May 2005 - Present
Center for Effective School Practices at Rutgers University 2013 - 2013
Independent Financial Services Consultant July 1986 - December 2006
MOESC November 2003 - June 2004
US Clearing/ Fleet Securities 1999 - 2002
Equiserve 1996 - August 1997
Skills
Research, Teaching, Public Speaking, Budgets, Strategic Planning, Negotiation, Curriculum Mapping, Data Analysis, Collaborative Problem..., Leadership, Curriculum Design, Educational Technology, Staff Development, Classroom, Teacher Training, Special Education, Curriculum Development, Technology Integration
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2011
Master of Education (M.Ed.), Educational Leadership and Administration, General, 3.8
HGSE Program for Educational Studies 2011 — 2011
New and Aspiring Leader's Professional Development Program, Educational Leadership and Administration, General
Monmouth University 2002 — 2006
Master of Arts (M.A.), Corporate Communication
William Paterson University of New Jersey 1971 — 1974
Bachelor of Arts (B.A.), Special Education and Teaching
NJASCD September 2013 - Present
Monroe Township Public Schools May 2005 - Present
Center for Effective School Practices at Rutgers University 2013 - 2013
Independent Financial Services Consultant July 1986 - December 2006
MOESC November 2003 - June 2004
US Clearing/ Fleet Securities 1999 - 2002
Equiserve 1996 - August 1997
Skills
Research, Teaching, Public Speaking, Budgets, Strategic Planning, Negotiation, Curriculum Mapping, Data Analysis, Collaborative Problem..., Leadership, Curriculum Design, Educational Technology, Staff Development, Classroom, Teacher Training, Special Education, Curriculum Development, Technology Integration
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2011
Master of Education (M.Ed.), Educational Leadership and Administration, General, 3.8
HGSE Program for Educational Studies 2011 — 2011
New and Aspiring Leader's Professional Development Program, Educational Leadership and Administration, General
Monmouth University 2002 — 2006
Master of Arts (M.A.), Corporate Communication
William Paterson University of New Jersey 1971 — 1974
Bachelor of Arts (B.A.), Special Education and Teaching
Martin F. Frazer III Martin F. Frazer III's EQUISERVE Experience May 2000 - May 2005
Job Group Manager, Computershare
Industry Financial Services
Experience
Computershare June 2005 - Present
Equiserve May 2000 - May 2005
Putnam Investments June 1996 - April 2000
Skills
Financial Services, Management, Process Improvement, Operations Management, Risk Management, Equities, Workflow Management, Records Management, Human Resources, Business Analysis, Business Process..., Team Leadership, Image Capture, Investor Relations, Strategy, Leadership, Document Management, Customer Service, Change Management, Analysis
Education
Saint Michael's College 1992 — 1996
Bachelor of Arts (B.A.), Political Science and Government
Computershare June 2005 - Present
Equiserve May 2000 - May 2005
Putnam Investments June 1996 - April 2000
Skills
Financial Services, Management, Process Improvement, Operations Management, Risk Management, Equities, Workflow Management, Records Management, Human Resources, Business Analysis, Business Process..., Team Leadership, Image Capture, Investor Relations, Strategy, Leadership, Document Management, Customer Service, Change Management, Analysis
Education
Saint Michael's College 1992 — 1996
Bachelor of Arts (B.A.), Political Science and Government
John Muha's EQUISERVE Experience 1996 - 2001
Job Vice President, State Street Bank and Trust Company
Industry Financial Services
Experience
State Street Bank and Trust Company February 2001 - Present
EquiServe 1996 - 2001
Skills
Financial Services, Mutual Funds, Fund Accounting, Equities, Securities, Fixed Income, Corporate Actions, Hedge Funds, Global Custody, Client Services, Bloomberg, Fund Administration, Alternative Investments, Derivatives, ETFs
Education
Bridgewater State University
Bachelor of Science Finance, Finance, General
Bridgewater State University
State Street Bank and Trust Company February 2001 - Present
EquiServe 1996 - 2001
Skills
Financial Services, Mutual Funds, Fund Accounting, Equities, Securities, Fixed Income, Corporate Actions, Hedge Funds, Global Custody, Client Services, Bloomberg, Fund Administration, Alternative Investments, Derivatives, ETFs
Education
Bridgewater State University
Bachelor of Science Finance, Finance, General
Bridgewater State University
Maxene Rinkofsky Maxene Rinkofsky's EQUISERVE Experience 1995 - 2000
Job
Industry Wholesale
Experience
Creative Gifts International November 2012 - Present
Computershare November 2011 - July 2012
GL Adisor/Gratuate Leverage November 2010 - April 2011
The Hartford 2008 - 2010
MFS Investment Management 2000 - 2008
Equiserve 1995 - 2000
Stuarts Dept Stores, Tello, Fields Hoisery, Casual Male, Shoes by Lara 1986 - 1994
J Baker 1978 - 1986
Skills
Financial Services, Mutual Funds, Project Management, Outlook, Risk Management, Process Improvement, Management, Call Centers, Mergers & Acquisitions, Analysis, 401k, Vendor Management, Customer Service
Education
Northeastern University 1994 — 1995
Certificat, Paralegal
Massasoit Community College
Associates, Business
Creative Gifts International November 2012 - Present
Computershare November 2011 - July 2012
GL Adisor/Gratuate Leverage November 2010 - April 2011
The Hartford 2008 - 2010
MFS Investment Management 2000 - 2008
Equiserve 1995 - 2000
Stuarts Dept Stores, Tello, Fields Hoisery, Casual Male, Shoes by Lara 1986 - 1994
J Baker 1978 - 1986
Skills
Financial Services, Mutual Funds, Project Management, Outlook, Risk Management, Process Improvement, Management, Call Centers, Mergers & Acquisitions, Analysis, 401k, Vendor Management, Customer Service
Education
Northeastern University 1994 — 1995
Certificat, Paralegal
Massasoit Community College
Associates, Business
William L. Goldberg's EQUISERVE Experience 1997 - 1999
Job Adjunct Lecturer at Northeastern University
Industry Higher Education
Experience
Northeastern University September 2004 - Present
Consumer Credit Counseling Service of Southern New England 2000 - 2004
Equiserve 1997 - 1999
Brookfield Athletic Company 1993 - 1996
Skills
Online teaching, Business Writing Coach, Practical writing for..., Change Management, Higher Education, Product Development, E-Learning, Management, Strategic Planning, Leadership, Project Management, Public Speaking, Program Management, Editing
Education
Harvard University
Master of Business Administration (M.B.A.)
Princeton University
Bachelor of Arts (B.A.), Politics
Northeastern University September 2004 - Present
Consumer Credit Counseling Service of Southern New England 2000 - 2004
Equiserve 1997 - 1999
Brookfield Athletic Company 1993 - 1996
Skills
Online teaching, Business Writing Coach, Practical writing for..., Change Management, Higher Education, Product Development, E-Learning, Management, Strategic Planning, Leadership, Project Management, Public Speaking, Program Management, Editing
Education
Harvard University
Master of Business Administration (M.B.A.)
Princeton University
Bachelor of Arts (B.A.), Politics
Mark Conde Mark Conde's EQUISERVE Experience 1999 - 2000
Job Enterprise Infrastructure Architect
Industry Computer & Network Security
Experience
Universal Orlando September 2009 - Present
SunGard Higher Education January 2009 - September 2009
Baptist Health May 2008 - January 2009
Hard Rock Cafe September 2006 - May 2008
FDN Communications August 2005 - September 2006
CNL May 2004 - August 2005
Ocwen February 2002 - May 2004
Equiserve 1999 - 2000
Wang/Eastman Software 1997 - 1997
Skills
Disaster Recovery, Active Directory, Security, Network Security, VMware, SAN, ITIL, IT Management, Software Documentation, Windows Server, Networking, SharePoint, VMware Infrastructure, Network Administration, Microsoft Exchange, SCADA, Storage Area Networks, Microsoft Technologies, Management, Citrix, DHCP, Enterprise Software, Information Technology, Storage Virtualization, Risk Management, Integration, Hardware, Cyber Defense, Servers, Troubleshooting, Industrial Networks, ICS, Cyber-security, Computer Security, IT Security Assessments, Vulnerability Assessment, Information Security, Infrastructure Security, IT Infrastructure Design, Infrastructure..., Virtualization, Infrastructure
Education
Fordham University
Universal Orlando September 2009 - Present
SunGard Higher Education January 2009 - September 2009
Baptist Health May 2008 - January 2009
Hard Rock Cafe September 2006 - May 2008
FDN Communications August 2005 - September 2006
CNL May 2004 - August 2005
Ocwen February 2002 - May 2004
Equiserve 1999 - 2000
Wang/Eastman Software 1997 - 1997
Skills
Disaster Recovery, Active Directory, Security, Network Security, VMware, SAN, ITIL, IT Management, Software Documentation, Windows Server, Networking, SharePoint, VMware Infrastructure, Network Administration, Microsoft Exchange, SCADA, Storage Area Networks, Microsoft Technologies, Management, Citrix, DHCP, Enterprise Software, Information Technology, Storage Virtualization, Risk Management, Integration, Hardware, Cyber Defense, Servers, Troubleshooting, Industrial Networks, ICS, Cyber-security, Computer Security, IT Security Assessments, Vulnerability Assessment, Information Security, Infrastructure Security, IT Infrastructure Design, Infrastructure..., Virtualization, Infrastructure
Education
Fordham University
Ralph Kenawell Ralph Kenawell's EQUISERVE Experience 1989 - 2007
Job Program Manager at Casenet, LLC
Industry Health, Wellness and Fitness
Experience
Casenet, LLC April 2015 - Present
Massachusetts Department of Public Health February 2014 - April 2015
DentaQuest November 2012 - January 2014
Orion Health January 2011 - August 2012
DentaQuest April 2010 - January 2011
NaviNet 2007 - April 2010
Computershare, Inc 2002 - 2007
EquiServe 1989 - 2007
PricewaterhouseCoopers (PwC) 1998 - 2002
Keane 1997 - 1998
Skills
SDLC, Agile Methodologies, Requirements Analysis, Requirements Gathering, Scrum, Software Project..., Agile Project Management, Business Analysis, Integration, Healthcare Information..., SQL, Microsoft SQL Server, Software Development, XML, Business Intelligence, Management, Visio, Oracle
Education
Indiana University of Pennsylvania 1988 — 1991
Bachelor of Science (BS), Computer Science
Casenet, LLC April 2015 - Present
Massachusetts Department of Public Health February 2014 - April 2015
DentaQuest November 2012 - January 2014
Orion Health January 2011 - August 2012
DentaQuest April 2010 - January 2011
NaviNet 2007 - April 2010
Computershare, Inc 2002 - 2007
EquiServe 1989 - 2007
PricewaterhouseCoopers (PwC) 1998 - 2002
Keane 1997 - 1998
Skills
SDLC, Agile Methodologies, Requirements Analysis, Requirements Gathering, Scrum, Software Project..., Agile Project Management, Business Analysis, Integration, Healthcare Information..., SQL, Microsoft SQL Server, Software Development, XML, Business Intelligence, Management, Visio, Oracle
Education
Indiana University of Pennsylvania 1988 — 1991
Bachelor of Science (BS), Computer Science
Sandra DeAndrade's EQUISERVE Experience May 2002 - October 2002
Job Business Analyst at Granite Telecommunications
Industry Telecommunications
Experience
Granite Telecommunications April 2011 - Present
Granite Telecommunications June 2008 - April 2011
Granite Telecommunication January 2005 - September 2007
Granite Telecommunication June 2005 - June 2006
Broadview Networks October 2002 - June 2004
Equiserve May 2002 - October 2002
Networks Plus October 1999 - January 2002
Skills
Telecommunications, VoIP, Telephony, Leadership, Business Process, Networking, Management, Microsoft Office, Software Documentation, Salesforce.com, Analysis, Integration, Access, Call Centers, Customer Service, Vendor Management, Process Improvement
Education
Eastern Nazarene College 2013 — 2014
Bachelor of Arts (BA) in management, Business, Management, Marketing, and Related Support Services
Bridgewater State College 1997 — 1998
Computer Science
Granite Telecommunications April 2011 - Present
Granite Telecommunications June 2008 - April 2011
Granite Telecommunication January 2005 - September 2007
Granite Telecommunication June 2005 - June 2006
Broadview Networks October 2002 - June 2004
Equiserve May 2002 - October 2002
Networks Plus October 1999 - January 2002
Skills
Telecommunications, VoIP, Telephony, Leadership, Business Process, Networking, Management, Microsoft Office, Software Documentation, Salesforce.com, Analysis, Integration, Access, Call Centers, Customer Service, Vendor Management, Process Improvement
Education
Eastern Nazarene College 2013 — 2014
Bachelor of Arts (BA) in management, Business, Management, Marketing, and Related Support Services
Bridgewater State College 1997 — 1998
Computer Science
Angela Hodges Angela Hodges's EQUISERVE Experience 2000 - 2006
Job at Nassau County Traffic and Parking Violations
Industry Financial Services
Experience
Nassau County Traffic and Parking Violations November 2009 - Present
Computershare June 1992 - September 2008
EquiServe 2000 - 2006
Skills
Accounting, Customer Service, Securities, Account Reconciliation, Credit, Research, Asset Managment, Banking, Microsoft Excel, Access, Outlook, Financial Analysis, PeopleSoft, PowerPoint, Process Improvement
Education
Florida Agricultural and Mechanical University 1986 — 1990
Accounting
Nassau County Traffic and Parking Violations November 2009 - Present
Computershare June 1992 - September 2008
EquiServe 2000 - 2006
Skills
Accounting, Customer Service, Securities, Account Reconciliation, Credit, Research, Asset Managment, Banking, Microsoft Excel, Access, Outlook, Financial Analysis, PeopleSoft, PowerPoint, Process Improvement
Education
Florida Agricultural and Mechanical University 1986 — 1990
Accounting
Ryan McKinley Ryan McKinley's EQUISERVE Experience May 2000 - November 2000
Job Technical Consultant at Broadridge Financial Solutions
Industry Information Technology and Services
Experience
Broadridge Financial Solutions April 2007 - Present
ADP November 2000 - May 2007
EquiServe May 2000 - November 2000
Hewitt Associates June 1998 - May 2000
Skills
HP Exstream, DOC1, AFP, COBOL, Visual Basic, Pdf, JCL, PostScript, MVS, VSAM, SDLC, IBM Mainframe, Unix, Requirements Analysis, CICS, XML, Software Project..., Visio, Business Analysis, StreamWeaver, Java, PowerPoint, Composition
Education
Union College 1994 — 1998
BS, Pure Mathematics
Broadridge Financial Solutions April 2007 - Present
ADP November 2000 - May 2007
EquiServe May 2000 - November 2000
Hewitt Associates June 1998 - May 2000
Skills
HP Exstream, DOC1, AFP, COBOL, Visual Basic, Pdf, JCL, PostScript, MVS, VSAM, SDLC, IBM Mainframe, Unix, Requirements Analysis, CICS, XML, Software Project..., Visio, Business Analysis, StreamWeaver, Java, PowerPoint, Composition
Education
Union College 1994 — 1998
BS, Pure Mathematics
William Earl Amis Jr III. William Earl Amis Jr III.'s EQUISERVE Experience January 2003 - May 2003
Job Natural Gratitued, Appreciation Manager
Industry Professional Training & Coaching
Experience
Amis Interactive Communities January 1982 - Present
Amis Interactive Communities January 1976 - Present
Bizz Blogging Buzz January 2009 - September 2015
Bizz Blogging Buzz 1997 - September 2015
Tufts Health Plan April 2010 - June 2010
U.S. Census Bureau April 2009 - January 2010
CCS Companies July 2006 - October 2007
Marsh & Mclennon September 2005 - April 2006
First Marblehead Education Resources April 2004 - December 2004
Equiserve January 2003 - May 2003
Skills
Customer Service, Data Entry, Outlook, Time Management, Customer Satisfaction, Training, Payroll, Coaching, Social Media Marketing, Small Business, Marketing, Sales, Blogging, Team Building, Social Media, Microsoft Office, Microsoft Excel, Facebook, Team Leadership, Call Centers, Teamwork, Management Consulting, Human Resources, Entrepreneurship, Business Development, Microsoft Word, Budgets, Retail, Social Networking, Recruiting, Leadership Development, Employee Benefits, Online Advertising, Access, Public Speaking, Accounting, Leadership, Management, Public Relations, Employee Training, Marketing Strategy, Insurance, Databases, Program Management, Customer Retention, Personal Development, Call Center, Technical Support, Software Documentation, Event Planning
Education
Online Learning Readiness 2011 — 2012
Certification, Computer Programming
Bryman Institute 2006 — 2007
Certification, Medical Assistant
East Coast Medical Educators 2001 — 2002
Certificate, Emergency Medical Technician
U.S. Treasury Tax Law, Boston, MA 1989 — 1998
Certificate, Business and Personal Tax
Roxbury Community College 1990 — 1992
Criminal Justice
Boston Jobs Academy, Boston, MA 1988 — 1989
Certificate, Employee Relations
Tulan University, 400 Veterans Avenue, Biloxi, MS 1987 — 1988
Certificate, Personnel Specialist, E3
West Roxbury High, W.Roxbury, MA 1979 — 1982
Diploma, Business and College Courses
Amis Interactive Communities January 1982 - Present
Amis Interactive Communities January 1976 - Present
Bizz Blogging Buzz January 2009 - September 2015
Bizz Blogging Buzz 1997 - September 2015
Tufts Health Plan April 2010 - June 2010
U.S. Census Bureau April 2009 - January 2010
CCS Companies July 2006 - October 2007
Marsh & Mclennon September 2005 - April 2006
First Marblehead Education Resources April 2004 - December 2004
Equiserve January 2003 - May 2003
Skills
Customer Service, Data Entry, Outlook, Time Management, Customer Satisfaction, Training, Payroll, Coaching, Social Media Marketing, Small Business, Marketing, Sales, Blogging, Team Building, Social Media, Microsoft Office, Microsoft Excel, Facebook, Team Leadership, Call Centers, Teamwork, Management Consulting, Human Resources, Entrepreneurship, Business Development, Microsoft Word, Budgets, Retail, Social Networking, Recruiting, Leadership Development, Employee Benefits, Online Advertising, Access, Public Speaking, Accounting, Leadership, Management, Public Relations, Employee Training, Marketing Strategy, Insurance, Databases, Program Management, Customer Retention, Personal Development, Call Center, Technical Support, Software Documentation, Event Planning
Education
Online Learning Readiness 2011 — 2012
Certification, Computer Programming
Bryman Institute 2006 — 2007
Certification, Medical Assistant
East Coast Medical Educators 2001 — 2002
Certificate, Emergency Medical Technician
U.S. Treasury Tax Law, Boston, MA 1989 — 1998
Certificate, Business and Personal Tax
Roxbury Community College 1990 — 1992
Criminal Justice
Boston Jobs Academy, Boston, MA 1988 — 1989
Certificate, Employee Relations
Tulan University, 400 Veterans Avenue, Biloxi, MS 1987 — 1988
Certificate, Personnel Specialist, E3
West Roxbury High, W.Roxbury, MA 1979 — 1982
Diploma, Business and College Courses
Jason Stout Jason Stout's EQUISERVE Experience 1997 - 2000
Job Senior Manager at Computershare
Industry Financial Services
Experience
Computershare October 2010 - Present
Computershare 2002 - 2010
The Colbent Corporation 2000 - 2002
EquiServe 1997 - 2000
Skills
Financial Services, Risk Management, Relationship Management, Business Analysis, Equities, Banking, Stakeholder Management, SDLC, Business Process..., Vendor Management, Securities, Process Improvement, Financial Analysis, Capital Markets, Financial Risk
Education
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1997
Master of Science (MS), Environmental/Environmental Health Engineering
Muhlenberg College 1990 — 1994
Bachelor of Science (BS), Biology, General
Computershare October 2010 - Present
Computershare 2002 - 2010
The Colbent Corporation 2000 - 2002
EquiServe 1997 - 2000
Skills
Financial Services, Risk Management, Relationship Management, Business Analysis, Equities, Banking, Stakeholder Management, SDLC, Business Process..., Vendor Management, Securities, Process Improvement, Financial Analysis, Capital Markets, Financial Risk
Education
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1997
Master of Science (MS), Environmental/Environmental Health Engineering
Muhlenberg College 1990 — 1994
Bachelor of Science (BS), Biology, General
Stephen Cesso's EQUISERVE Experience 2000 - 2005
Job U.S.General Counsel at Computershare
Industry Financial Services
Experience
Boston University School of Law, Banking and Financial Services LLM 2006 - Present
Computershare 2005 - Present
EquiServe 2000 - 2005
Boston Financial Data Services 1985 - 2000
State Street 1983 - 2000
Massachusetts Securities Commission 1980 - 1983
Skills
Compliance, Banking, Mutual Funds, Stocks, Corporations, Cash Management, Securities, Corporate Governance, Securities Regulation, Mergers, Corporate Law, Risk Management, Due Diligence, Contract Negotiation, Privacy Law, Litigation Management, Transfer Agency
Education
Boston University School of Law 1986 — 1989
LLM Banking and Financial Services, Banking and Financial Services
New England Law Boston 1977 — 1980
JD, Law
University of Massachusetts Boston 1973 — 1977
BA, Poitical Science and Education
Boston Latin School 1967 — 1973
HIgh School
Boston University School of Law, Banking and Financial Services LLM 2006 - Present
Computershare 2005 - Present
EquiServe 2000 - 2005
Boston Financial Data Services 1985 - 2000
State Street 1983 - 2000
Massachusetts Securities Commission 1980 - 1983
Skills
Compliance, Banking, Mutual Funds, Stocks, Corporations, Cash Management, Securities, Corporate Governance, Securities Regulation, Mergers, Corporate Law, Risk Management, Due Diligence, Contract Negotiation, Privacy Law, Litigation Management, Transfer Agency
Education
Boston University School of Law 1986 — 1989
LLM Banking and Financial Services, Banking and Financial Services
New England Law Boston 1977 — 1980
JD, Law
University of Massachusetts Boston 1973 — 1977
BA, Poitical Science and Education
Boston Latin School 1967 — 1973
HIgh School
Richard Eaton Richard Eaton's EQUISERVE Experience June 1999 - July 2005
Job Vice President, Proxy Solutions at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services February 2014 - Present
Boston Financial Data Services February 2013 - February 2014
D. F. King & Co., Inc. August 2011 - February 2013
The Colbent Corporation September 2007 - February 2012
Fidelity Investments August 2006 - September 2007
Computershare July 2005 - July 2006
EquiServe June 1999 - July 2005
Skills
Financial Services, Business Analysis, Corporate Actions
Education
University of Massachusetts Boston 1996 — 1999
Economics
University of Connecticut 1994 — 1996
Boston Financial Data Services February 2014 - Present
Boston Financial Data Services February 2013 - February 2014
D. F. King & Co., Inc. August 2011 - February 2013
The Colbent Corporation September 2007 - February 2012
Fidelity Investments August 2006 - September 2007
Computershare July 2005 - July 2006
EquiServe June 1999 - July 2005
Skills
Financial Services, Business Analysis, Corporate Actions
Education
University of Massachusetts Boston 1996 — 1999
Economics
University of Connecticut 1994 — 1996
Susan French's EQUISERVE Experience 2001 - 2004
Job Sr. Manager, Benefits and Wellness at Ocean Spray Cranberries
Industry Consumer Goods
Experience
Ocean Spray Cranberries, Inc. June 2014 - Present
Ocean Spray Cranberries, Inc. May 2006 - June 2014
Boston Financial Data Services 2004 - 2006
EquiServe 2001 - 2004
Chadwick's of Boston 1997 - 2000
Skills
Health and Wellness..., Vendor Management, Benefits Communications, Compliance, Retirement..., Benefits Design and..., Project Management, Process Improvement, Policy Development, Retirement, Communication, Benefits Design, Strategic Planning, Legal Compliance, Project Planning, Employee Benefits, Policy, Management, Benefits Administration, HRIS, Deferred Compensation, Performance Management, Talent Management, Employee Relations, Leadership, Onboarding, Human Resources
Education
Bridgewater State University
B.S., Social Work
Ocean Spray Cranberries, Inc. June 2014 - Present
Ocean Spray Cranberries, Inc. May 2006 - June 2014
Boston Financial Data Services 2004 - 2006
EquiServe 2001 - 2004
Chadwick's of Boston 1997 - 2000
Skills
Health and Wellness..., Vendor Management, Benefits Communications, Compliance, Retirement..., Benefits Design and..., Project Management, Process Improvement, Policy Development, Retirement, Communication, Benefits Design, Strategic Planning, Legal Compliance, Project Planning, Employee Benefits, Policy, Management, Benefits Administration, HRIS, Deferred Compensation, Performance Management, Talent Management, Employee Relations, Leadership, Onboarding, Human Resources
Education
Bridgewater State University
B.S., Social Work
Gomathi Arunachalam Gomathi Arunachalam's EQUISERVE Experience 1999 - 2002
Job Sr Oracle BI Application Consultant
Industry Insurance
Experience
The Auto Club Group March 2013 - Present
Whirlpool Corporation March 2012 - February 2013
Teva Pharmaceuticals February 2011 - February 2012
Comcast 2009 - February 2011
AXA Equitable 2007 - 2009
Pitney Bowes April 2004 - 2007
Wipro Technologies 2002 - 2004
Equiserve 1999 - 2002
Skills
OBIEE, Informatica, Siebel, Data Warehousing, Business Intelligence
Education
International Technological University 2010 — 2012
MS, Computer Software Engineering
University of Madras 1994 — 1997
MCA, Computer Science
The Auto Club Group March 2013 - Present
Whirlpool Corporation March 2012 - February 2013
Teva Pharmaceuticals February 2011 - February 2012
Comcast 2009 - February 2011
AXA Equitable 2007 - 2009
Pitney Bowes April 2004 - 2007
Wipro Technologies 2002 - 2004
Equiserve 1999 - 2002
Skills
OBIEE, Informatica, Siebel, Data Warehousing, Business Intelligence
Education
International Technological University 2010 — 2012
MS, Computer Software Engineering
University of Madras 1994 — 1997
MCA, Computer Science
Eric Saphire Eric Saphire's EQUISERVE Experience 1995 - 1997
Job President, Atlantic Capital Solutions, Inc.
Industry Financial Services
Experience
Atlantic Capital Solutions, Inc. July 2005 - Present
Computershare (formerly EquiServe) 1999 - 2005
EquiServe (formerly First Chicago Trust Co.) 1997 - 1999
EquiServe 1995 - 1997
EquiServe 1993 - 1995
Skills
Investor Relations, Bloomberg Terminal, Market Intelligence, Financial Markets, Equity Trading, Financial Services, Financial Analysis, Strategic Communications, Marketing Strategy, Federal Reserve, Economic Analysis, Microsoft Office, Corporate Governance..., Strategy, Management, Securities
Education
Syracuse University - Martin J. Whitman School of Management 1983 — 1987
BS, Finance and Marketing Management
Atlantic Capital Solutions, Inc. July 2005 - Present
Computershare (formerly EquiServe) 1999 - 2005
EquiServe (formerly First Chicago Trust Co.) 1997 - 1999
EquiServe 1995 - 1997
EquiServe 1993 - 1995
Skills
Investor Relations, Bloomberg Terminal, Market Intelligence, Financial Markets, Equity Trading, Financial Services, Financial Analysis, Strategic Communications, Marketing Strategy, Federal Reserve, Economic Analysis, Microsoft Office, Corporate Governance..., Strategy, Management, Securities
Education
Syracuse University - Martin J. Whitman School of Management 1983 — 1987
BS, Finance and Marketing Management
Bob Reynolds, PMP Bob Reynolds, PMP's EQUISERVE Experience April 1997 - December 2001
Job Senior Operations, Vendor & Project Management Professional
Industry Financial Services
Experience
State Street May 2011 - Present
State Street Bank April 2003 - December 2010
Scudder Investments/Deutsche Asset Management December 2001 - April 2003
Equiserve April 1997 - December 2001
Honeywell - Building Controls April 1996 - April 1997
Skills
Project Management, Project Planning, Progress Monitoring, PMP, Cross-functional Team..., Operations Management, Business Process..., Leadership, Mergers & Acquisitions, Team Management, Program Management, Strategic Planning, Strategy, Call Centers, Budgets, PMO, Back Office, Analysis, CRM, Requirements Analysis, Customer Service
Education
Eastern Nazarene College
BSBA, Business
Westfield State University
State Street May 2011 - Present
State Street Bank April 2003 - December 2010
Scudder Investments/Deutsche Asset Management December 2001 - April 2003
Equiserve April 1997 - December 2001
Honeywell - Building Controls April 1996 - April 1997
Skills
Project Management, Project Planning, Progress Monitoring, PMP, Cross-functional Team..., Operations Management, Business Process..., Leadership, Mergers & Acquisitions, Team Management, Program Management, Strategic Planning, Strategy, Call Centers, Budgets, PMO, Back Office, Analysis, CRM, Requirements Analysis, Customer Service
Education
Eastern Nazarene College
BSBA, Business
Westfield State University
Edwin Nazaire Edwin Nazaire's EQUISERVE Experience 2001 - April 2003
Job Sr. Ecommerce Business Manager at AT&T
Industry Marketing and Advertising
Experience
AT&T 2013 - Present
WebiMax.com 2012 - 2013
WebiMax.com May 2011 - 2013
PCG Digital Marketing November 2010 - May 2011
AT&T October 2006 - October 2010
MERRILL LYNCH April 2003 - October 2006
Equiserve 2001 - April 2003
UBS 2000 - 2001
Skills
Wordpress, Google Analytics, Google Adwords, Webmaster Services, Omniture, CSS, Web Analytics, SEM, SEO, WordPress, Web Design, Social Media Marketing, User Experience, Social Media, E-commerce, Analytical Skills, Marketing, Marketing Strategy, CMS, Online Marketing, Digital Marketing
Education
Kean University 1995 — 1999
Bachelor of Science (BS), Marketing
Kean University
AT&T 2013 - Present
WebiMax.com 2012 - 2013
WebiMax.com May 2011 - 2013
PCG Digital Marketing November 2010 - May 2011
AT&T October 2006 - October 2010
MERRILL LYNCH April 2003 - October 2006
Equiserve 2001 - April 2003
UBS 2000 - 2001
Skills
Wordpress, Google Analytics, Google Adwords, Webmaster Services, Omniture, CSS, Web Analytics, SEM, SEO, WordPress, Web Design, Social Media Marketing, User Experience, Social Media, E-commerce, Analytical Skills, Marketing, Marketing Strategy, CMS, Online Marketing, Digital Marketing
Education
Kean University 1995 — 1999
Bachelor of Science (BS), Marketing
Kean University
John Bagdonas, CEP's EQUISERVE Experience 2002 - 2005
Job Senior Vice President Business Development Global Shares
Industry Financial Services
Experience
Global Shares August 2011 - Present
Global Equity Organization July 2005 - Present
Share Plans Consultant 2008 - September 2011
Computershare 2005 - 2008
Santa Clara University’s Certified Equity Professional Institute (CEPI) 2001 - 2007
EquiServe 2002 - 2005
EquiServe 2000 - 2002
EquiServe 1997 - 2000
First Chicago Trust Co 1989 - 1998
Skills
Equities, Mergers, Options, Business Development, Financial Services, Executive Pay, Risk Management, Project Management, Relationship Management, Stocks, Business Analysis, New Business Development, Securities, Strategic Planning, Financial Analysis
Education
Adelphi University
MBA, Finance - Awarded with Distinction
Rensselaer Polytechnic Institute
BS ChE, Chemical Engineering
South Side HS
Global Shares August 2011 - Present
Global Equity Organization July 2005 - Present
Share Plans Consultant 2008 - September 2011
Computershare 2005 - 2008
Santa Clara University’s Certified Equity Professional Institute (CEPI) 2001 - 2007
EquiServe 2002 - 2005
EquiServe 2000 - 2002
EquiServe 1997 - 2000
First Chicago Trust Co 1989 - 1998
Skills
Equities, Mergers, Options, Business Development, Financial Services, Executive Pay, Risk Management, Project Management, Relationship Management, Stocks, Business Analysis, New Business Development, Securities, Strategic Planning, Financial Analysis
Education
Adelphi University
MBA, Finance - Awarded with Distinction
Rensselaer Polytechnic Institute
BS ChE, Chemical Engineering
South Side HS
Darren Crocker's EQUISERVE Experience January 2001 - June 2003
Job Human Resources Manager at Torus Insurance
Industry Human Resources
Experience
Torus Insurance February 2015 - Present
Human Resource Consultants LLC June 2001 - Present
Vonage August 2011 - February 2015
IPC Systems, Inc. November 2010 - July 2011
Artech Information Systems LLC September 2005 - November 2010
Equiserve January 2001 - June 2003
Bowne Business Solutions June 1999 - December 2000
Platinum Technology February 1999 - June 1999
Phoenix Communication Group October 1996 - October 1998
Microsoft August 1997 - January 1998
Skills
Technical Recruiting, Internet Recruiting, Benefits Negotiation, Talent Acquisition, Sourcing, Applicant Tracking..., Screening, College Recruiting, Recruiting, IT Recruitment, Recruitment Advertising, Interviews, Job Descriptions, Account Management, Management, Managing Offshore Teams, Performance Appraisal, Performance Metrics, Contract Recruitment, Screening Resumes, Resume Writing, Cold Calling, Staff Augmentation, Networking, Strategic Sourcing, Recruitment Training, Managing Accounts, Team Building, Leadership, Hiring, Vendor Management, Workforce Planning, Talent Management, Employee Relations, Staffing Services, Job Fairs, Onboarding, SDLC, Employer Branding, Strategy, Consulting, Human Resources, Temporary Placement, HRIS, Executive Search, Recruitments, Taleo, Personnel Management, Temporary Staffing, Resource Management
Education
Rutgers, The State University of New Jersey-New Brunswick 2001 — 2001
Advanced Human Resource Management Certificate
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2000
Human Resource Management Certificate
Torus Insurance February 2015 - Present
Human Resource Consultants LLC June 2001 - Present
Vonage August 2011 - February 2015
IPC Systems, Inc. November 2010 - July 2011
Artech Information Systems LLC September 2005 - November 2010
Equiserve January 2001 - June 2003
Bowne Business Solutions June 1999 - December 2000
Platinum Technology February 1999 - June 1999
Phoenix Communication Group October 1996 - October 1998
Microsoft August 1997 - January 1998
Skills
Technical Recruiting, Internet Recruiting, Benefits Negotiation, Talent Acquisition, Sourcing, Applicant Tracking..., Screening, College Recruiting, Recruiting, IT Recruitment, Recruitment Advertising, Interviews, Job Descriptions, Account Management, Management, Managing Offshore Teams, Performance Appraisal, Performance Metrics, Contract Recruitment, Screening Resumes, Resume Writing, Cold Calling, Staff Augmentation, Networking, Strategic Sourcing, Recruitment Training, Managing Accounts, Team Building, Leadership, Hiring, Vendor Management, Workforce Planning, Talent Management, Employee Relations, Staffing Services, Job Fairs, Onboarding, SDLC, Employer Branding, Strategy, Consulting, Human Resources, Temporary Placement, HRIS, Executive Search, Recruitments, Taleo, Personnel Management, Temporary Staffing, Resource Management
Education
Rutgers, The State University of New Jersey-New Brunswick 2001 — 2001
Advanced Human Resource Management Certificate
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2000
Human Resource Management Certificate
Cynthia Marie Colby Cynthia Marie Colby's EQUISERVE Experience February 2000 - January 2003
Job Managed Care Contract Specialist at Signature Healthcare, Brockton Ma
Industry Hospital & Health Care
Experience
Signature Healthcare, Brockton Ma June 2014 - Present
Signature Healthcare, Brockton Ma March 2013 - May 2014
Blue Cross Blue Sheild of Massachusetts July 2010 - March 2013
Hollyberries Country Gifts January 2003 - January 2011
State Street Bank October 2009 - July 2010
EquiServe February 2000 - January 2003
EquiServe April 1989 - January 2000
Skills
Operations Management, Microsoft Office, Team Leadership, PowerPoint, Research, Contract Management, Social Networking, New Business Development, Retail, Business Analysis, Nonprofits, Customer Service, Management, Data Analysis, Coaching, Microsoft Word, Medicare, Microsoft Excel, Public Speaking, Insurance, Data Entry, Marketing, Accounts Payable, Process Scheduler, Community Outreach, Managed Care, Accounts Receivable, Troubleshooting, Access, Teaching, Sales, Team Building, Health Insurance, Event Management, Project Management, Windows, Event Planning, Social Media, Sales Management, Leadership Development, Process Improvement, Customer Satisfaction, Budgets, Accounting, Strategic Planning, Payroll, Leadership, Analysis, Human Resources, Outlook
Education
Lee University 1987 — 1988
Music, Freshmen
Central High School 1982 — 1986
High School Diploma
Signature Healthcare, Brockton Ma June 2014 - Present
Signature Healthcare, Brockton Ma March 2013 - May 2014
Blue Cross Blue Sheild of Massachusetts July 2010 - March 2013
Hollyberries Country Gifts January 2003 - January 2011
State Street Bank October 2009 - July 2010
EquiServe February 2000 - January 2003
EquiServe April 1989 - January 2000
Skills
Operations Management, Microsoft Office, Team Leadership, PowerPoint, Research, Contract Management, Social Networking, New Business Development, Retail, Business Analysis, Nonprofits, Customer Service, Management, Data Analysis, Coaching, Microsoft Word, Medicare, Microsoft Excel, Public Speaking, Insurance, Data Entry, Marketing, Accounts Payable, Process Scheduler, Community Outreach, Managed Care, Accounts Receivable, Troubleshooting, Access, Teaching, Sales, Team Building, Health Insurance, Event Management, Project Management, Windows, Event Planning, Social Media, Sales Management, Leadership Development, Process Improvement, Customer Satisfaction, Budgets, Accounting, Strategic Planning, Payroll, Leadership, Analysis, Human Resources, Outlook
Education
Lee University 1987 — 1988
Music, Freshmen
Central High School 1982 — 1986
High School Diploma
Valerie Suarez Valerie Suarez's EQUISERVE Experience 1999 - 2004
Job Licensing Specialist at AIG Insurance
Industry Accounting
Experience
AIG Insurance October 2013 - Present
KOHLS November 2012 - Present
AIG INSURANCE August 2013 - October 2013
Verizon Wireless February 2013 - June 2013
Chartis 2006 - 2011
Chartis 2004 - 2006
Equiserve 1999 - 2004
Skills
Sarbanes-Oxley Act, Accounting, Financial Analysis, Internal Controls, Financial Reporting, Accounts Receivable, GAAP, Cash Flow, US GAAP, Insurance, General Ledger, Account Reconciliation, Financial Accounting, Auditing, QuickBooks, Analysis, Access, Consolidation, Management, Process Improvement, Accounts Payable, Customer Service, Invoicing, PeopleSoft, Forecasting, Payroll, Banking, Financial Statements, Outlook, SAP, Tax Preparation, Budgets, Microsoft Excel
Education
Ferris High School 1981 — 1985
High School Diploma, General
Middlesex County College
Computerized Accounting Certificate Program
Drake Secretarial College
Accomplished Course in word processing and office administration
AIG Insurance October 2013 - Present
KOHLS November 2012 - Present
AIG INSURANCE August 2013 - October 2013
Verizon Wireless February 2013 - June 2013
Chartis 2006 - 2011
Chartis 2004 - 2006
Equiserve 1999 - 2004
Skills
Sarbanes-Oxley Act, Accounting, Financial Analysis, Internal Controls, Financial Reporting, Accounts Receivable, GAAP, Cash Flow, US GAAP, Insurance, General Ledger, Account Reconciliation, Financial Accounting, Auditing, QuickBooks, Analysis, Access, Consolidation, Management, Process Improvement, Accounts Payable, Customer Service, Invoicing, PeopleSoft, Forecasting, Payroll, Banking, Financial Statements, Outlook, SAP, Tax Preparation, Budgets, Microsoft Excel
Education
Ferris High School 1981 — 1985
High School Diploma, General
Middlesex County College
Computerized Accounting Certificate Program
Drake Secretarial College
Accomplished Course in word processing and office administration
Orinne McCloskey Orinne McCloskey's EQUISERVE Experience 2000 - 2005
Job Vice President & Senior Tax Product Manager, Global Tax Services
Industry Banking
Experience
Brown Brothers Harriman March 2006 - Present
Citibank 2005 - 2006
EquiServe 2000 - 2005
State Street Bank & Trust Co. March 1998 - September 2000
First Data Investor Services Group August 1993 - March 1998
First Data Corporation 1993 - 1998
Boston Financial Data Services 1981 - 1993
Skills
FATCA, Securities, Global Custody, Tax, Risk Management, Financial Services, Business Analysis, Back Office, Financial Risk, Due Diligence, Process Improvement, Relationship Management, Operational Risk..., Business Process..., Mutual Funds, Client Services, Business Requirements, Transfer Agency, Vendor Management, Management, Operational Risk
Education
Northeastern University 1982 — 1986
B.S., Management, Marketing
Brown Brothers Harriman March 2006 - Present
Citibank 2005 - 2006
EquiServe 2000 - 2005
State Street Bank & Trust Co. March 1998 - September 2000
First Data Investor Services Group August 1993 - March 1998
First Data Corporation 1993 - 1998
Boston Financial Data Services 1981 - 1993
Skills
FATCA, Securities, Global Custody, Tax, Risk Management, Financial Services, Business Analysis, Back Office, Financial Risk, Due Diligence, Process Improvement, Relationship Management, Operational Risk..., Business Process..., Mutual Funds, Client Services, Business Requirements, Transfer Agency, Vendor Management, Management, Operational Risk
Education
Northeastern University 1982 — 1986
B.S., Management, Marketing
Courtney Christensen Courtney Christensen's EQUISERVE Experience February 2001 - September 2004
Job Project Manager at Fresenius Medical Care
Industry Hospital & Health Care
Experience
Fresenius Medical Care July 2005 - Present
John Hancock Life Insurance Company (U.S.A.) January 2004 - July 2005
EquiServe February 2001 - September 2004
KPMG August 1997 - December 2000
Skills
Healthcare Information..., Databases, Analysis, Business Analysis, Project Management, Software Project...
Education
Boston University - School of Management 1994 — 1997
MBA
William & Mary 1987 — 1989
BA, American Studies
Fresenius Medical Care July 2005 - Present
John Hancock Life Insurance Company (U.S.A.) January 2004 - July 2005
EquiServe February 2001 - September 2004
KPMG August 1997 - December 2000
Skills
Healthcare Information..., Databases, Analysis, Business Analysis, Project Management, Software Project...
Education
Boston University - School of Management 1994 — 1997
MBA
William & Mary 1987 — 1989
BA, American Studies
Sean Pratt Sean Pratt's EQUISERVE Experience July 1998 - January 2002
Job Sr, Associate, Quality Assurance at Seres Therapeutics
Industry Biotechnology
Experience
Seres Therapeutics January 2015 - Present
Cubist Pharmaceuticals January 2014 - January 2015
Allergan December 2012 - August 2013
Exemplar Pharmaceuticals/Laboratories, LLC (Aerotek) May 2012 - December 2012
ImmunoGen, Inc. July 2011 - May 2012
Biogen Idec July 2006 - November 2010
University of Phoenix 2005 - 2007
Blue Cross July 2003 - June 2006
EquiServe July 1998 - January 2002
Skills
SQL Server, Quality Assurance, Visual Basic, Team Leadership, MS Project, MS Access, MS Excel, Process Improvement, HTML + CSS, Dreamweaver, Training & Development, Document Management, Document Imaging, Library Management, Trackwise, Training, Sop, GMP, Software Documentation, Technical Writing, Quality System, Visio, 21 CFR Part 11, Microsoft Office, Change Control, Project Management, Cross-functional Team..., PowerPoint, Outlook, Data Management, Microsoft Word, Management, Change Management, Customer Service, Lotus Notes, Databases, Business Process..., Windows, Microsoft Excel, Access, CAPA, TrackWise, SOP, Documentation, Pharmaceutical Industry, FDA
Education
Whitman/Hanson RHS
Northeastern University
Still attending, Political Science
University of Phoenix 2005 — 2007
N/A, Science of Information Technology
ITT-Technical Institute 2007 — 2007
Associates, Software Application Programming
Bridgewater State University 2008 — 2008
Computer Science, Political Science
Seres Therapeutics January 2015 - Present
Cubist Pharmaceuticals January 2014 - January 2015
Allergan December 2012 - August 2013
Exemplar Pharmaceuticals/Laboratories, LLC (Aerotek) May 2012 - December 2012
ImmunoGen, Inc. July 2011 - May 2012
Biogen Idec July 2006 - November 2010
University of Phoenix 2005 - 2007
Blue Cross July 2003 - June 2006
EquiServe July 1998 - January 2002
Skills
SQL Server, Quality Assurance, Visual Basic, Team Leadership, MS Project, MS Access, MS Excel, Process Improvement, HTML + CSS, Dreamweaver, Training & Development, Document Management, Document Imaging, Library Management, Trackwise, Training, Sop, GMP, Software Documentation, Technical Writing, Quality System, Visio, 21 CFR Part 11, Microsoft Office, Change Control, Project Management, Cross-functional Team..., PowerPoint, Outlook, Data Management, Microsoft Word, Management, Change Management, Customer Service, Lotus Notes, Databases, Business Process..., Windows, Microsoft Excel, Access, CAPA, TrackWise, SOP, Documentation, Pharmaceutical Industry, FDA
Education
Whitman/Hanson RHS
Northeastern University
Still attending, Political Science
University of Phoenix 2005 — 2007
N/A, Science of Information Technology
ITT-Technical Institute 2007 — 2007
Associates, Software Application Programming
Bridgewater State University 2008 — 2008
Computer Science, Political Science
Booker Farr Booker Farr's EQUISERVE Experience September 2000 - May 2001
Job B.A. in Computer Science
Industry Information Technology and Services
Experience
Softub, Inc February 2012 - October 2012
Fiber Optic Center Inc December 2004 - April 2006
Groundwater Analytical Inc October 2002 - March 2003
State Street Corporation July 2001 - November 2001
Equiserve September 2000 - May 2001
Unicom March 1999 - August 2000
Skills
Computer Science, Computers, Computer Repair, Visual C++, Visual C#, JavaScript, NetBeans, Oracle SQL Developer, 3D Studio Max, Novell, Windows 7, Android, iOS, Software Installation, Game Development
Education
Talladega College 2006 — 2011
Bachelor of Applied Science (B.A.Sc.), Computer Science
New Bedford High School 1993 — 1997
Graduate, College/University Preparatory and Advanced High School/Secondary Diploma Program
Softub, Inc February 2012 - October 2012
Fiber Optic Center Inc December 2004 - April 2006
Groundwater Analytical Inc October 2002 - March 2003
State Street Corporation July 2001 - November 2001
Equiserve September 2000 - May 2001
Unicom March 1999 - August 2000
Skills
Computer Science, Computers, Computer Repair, Visual C++, Visual C#, JavaScript, NetBeans, Oracle SQL Developer, 3D Studio Max, Novell, Windows 7, Android, iOS, Software Installation, Game Development
Education
Talladega College 2006 — 2011
Bachelor of Applied Science (B.A.Sc.), Computer Science
New Bedford High School 1993 — 1997
Graduate, College/University Preparatory and Advanced High School/Secondary Diploma Program
Michele Ostolaza Michele Ostolaza's EQUISERVE Experience 1996 - 2008
Job Campaign Coordinator at Assurant Specialty Property
Industry Financial Services
Experience
SureDeposit March 2011 - Present
Assurant Specialty Property March 2011 - Present
Computershare May 1996 - June 2008
EquiServe 1996 - 2008
RGIS Inventory Specialists Las Vegas, Nevada/Paterson, New Jersey 1992 - 1996
Skills
Vendor Management, Visio, SDLC, Business Analysis, Software Documentation, Databases, Salesforce.com, Marketing, Project Management, Data Analysis, Quality Assurance, Budgets, Process Improvement, Customer Service, Requirements Analysis, Management, Troubleshooting, Real Estate, Customer Support, Analytics, Financial Services, Access, Crystal Reports, Microsoft Office, SQL, Database Admin, Sales, Analysis, Microsoft SQL Server, Testing
Education
County College of Morris 1998 — 2000
Associates, Computer Information Systems
PHHS
SureDeposit March 2011 - Present
Assurant Specialty Property March 2011 - Present
Computershare May 1996 - June 2008
EquiServe 1996 - 2008
RGIS Inventory Specialists Las Vegas, Nevada/Paterson, New Jersey 1992 - 1996
Skills
Vendor Management, Visio, SDLC, Business Analysis, Software Documentation, Databases, Salesforce.com, Marketing, Project Management, Data Analysis, Quality Assurance, Budgets, Process Improvement, Customer Service, Requirements Analysis, Management, Troubleshooting, Real Estate, Customer Support, Analytics, Financial Services, Access, Crystal Reports, Microsoft Office, SQL, Database Admin, Sales, Analysis, Microsoft SQL Server, Testing
Education
County College of Morris 1998 — 2000
Associates, Computer Information Systems
PHHS
David Baglieri's EQUISERVE Experience 2000 - 2001
Job Enterprise Systems Mgt Engineering, Architecture & Development at Johnson & Johnson
Industry Information Technology and Services
Experience
Johnson & Johnson May 2004 - Present
Aventis Pharmaceuticals 2001 - 2004
Idamar Enterprises 2001 - 2001
Equiserve 2000 - 2001
Wayne General Hospital July 1999 - April 2000
Chef Central January 1999 - July 1999
Skills
SQL Server, SMS, Systems Management, Windows Server, Active Directory, Windows Server 2003, Forefront, Windows Server 2008, SSIS, T-SQL, WSUS, SCCM, Teaching, Public Speaking, Team Building, Teamwork, ITIL v3 Foundations..., ITIL Certified, Microsoft SQL Server, Servers, IIS, XP, System Deployment, Windows 7, Networking, Software Installation, ITIL, DNS, Troubleshooting
Education
New England College of Business and Finance
Associate of Science (A.S.), Business Administration and Management, General
Global Knowledge
MCSE, Information Technology
Johnson & Johnson May 2004 - Present
Aventis Pharmaceuticals 2001 - 2004
Idamar Enterprises 2001 - 2001
Equiserve 2000 - 2001
Wayne General Hospital July 1999 - April 2000
Chef Central January 1999 - July 1999
Skills
SQL Server, SMS, Systems Management, Windows Server, Active Directory, Windows Server 2003, Forefront, Windows Server 2008, SSIS, T-SQL, WSUS, SCCM, Teaching, Public Speaking, Team Building, Teamwork, ITIL v3 Foundations..., ITIL Certified, Microsoft SQL Server, Servers, IIS, XP, System Deployment, Windows 7, Networking, Software Installation, ITIL, DNS, Troubleshooting
Education
New England College of Business and Finance
Associate of Science (A.S.), Business Administration and Management, General
Global Knowledge
MCSE, Information Technology
Bill Dunn Bill Dunn's EQUISERVE Experience January 1998 - June 2006
Job Founder, Principal, Chief Architect at eVolvIT LLC
Industry Information Technology and Services
Experience
eVolvIT LLC April 2015 - Present
AmeriHealth Administrators June 2011 - April 2015
LiquidHub June 2006 - June 2011
ACE Group June 2009 - January 2011
Independence Blue Cross June 2006 - June 2009
Equiserve January 1998 - June 2006
First Chicago Trust Company January 1992 - January 1998
Morgan Guaranty/First Chicago Trust Co 1992 - 1996
JP Morgan November 1986 - January 1992
Skills
SDLC, Enterprise Architecture, Agile Methodologies, SOA, Integration, Security, IT Management, .NET, Visio, Scrum, Solution Architecture, Enterprise Software, Project Management, UML, Project Planning, IT Strategy, Java Enterprise Edition, Testing, Governance, MS Project, Management, Six Sigma, ITIL, Requirements Analysis, Business Intelligence, Program Management, Software Development, Architectures, Change Management, Business Analysis, PMP, SharePoint, Requirements Gathering, Business Process, Vendor Management, Data Warehousing, Project Portfolio..., Business Process..., Consulting, Process Improvement, Software Project..., Management Consulting, PMO, Cloud Computing, Strategy, Microsoft SQL Server, Leadership, CRM, Strategic Planning, SaaS
Education
New York University 1999 — 2001
Certification in Advanced Web Development, Web Devevelopment
Columbia University in the City of New York 1988 — 1993
Computer Technology and Applications (CTA) program, Applications Development
St. John's University, The Peter J. Tobin College of Business 1980 — 1985
MBA, Insurance Management
Saint Michael's College 1970 — 1974
Bachelor's degree, Political Science and Government
eVolvIT LLC April 2015 - Present
AmeriHealth Administrators June 2011 - April 2015
LiquidHub June 2006 - June 2011
ACE Group June 2009 - January 2011
Independence Blue Cross June 2006 - June 2009
Equiserve January 1998 - June 2006
First Chicago Trust Company January 1992 - January 1998
Morgan Guaranty/First Chicago Trust Co 1992 - 1996
JP Morgan November 1986 - January 1992
Skills
SDLC, Enterprise Architecture, Agile Methodologies, SOA, Integration, Security, IT Management, .NET, Visio, Scrum, Solution Architecture, Enterprise Software, Project Management, UML, Project Planning, IT Strategy, Java Enterprise Edition, Testing, Governance, MS Project, Management, Six Sigma, ITIL, Requirements Analysis, Business Intelligence, Program Management, Software Development, Architectures, Change Management, Business Analysis, PMP, SharePoint, Requirements Gathering, Business Process, Vendor Management, Data Warehousing, Project Portfolio..., Business Process..., Consulting, Process Improvement, Software Project..., Management Consulting, PMO, Cloud Computing, Strategy, Microsoft SQL Server, Leadership, CRM, Strategic Planning, SaaS
Education
New York University 1999 — 2001
Certification in Advanced Web Development, Web Devevelopment
Columbia University in the City of New York 1988 — 1993
Computer Technology and Applications (CTA) program, Applications Development
St. John's University, The Peter J. Tobin College of Business 1980 — 1985
MBA, Insurance Management
Saint Michael's College 1970 — 1974
Bachelor's degree, Political Science and Government
Paul Alfano's EQUISERVE Experience October 2003 - January 2005
Job Client Relationship Professional at NASDAQ OMX Global Corporate Solutions
Industry Financial Services
Experience
NASDAQ OMX Global Corporate Solutions (fka Shareholder.com) May 2006 - Present
Computershare (fka-EquiServe) November 2000 - January 2006
EquiServe October 2003 - January 2005
Skills
Investor Relations, Account Management, Sales, Business Development, Project Management, Shareholder Services...
Education
College of the Holy Cross 1978 — 1982
BA
Xaverian Brothers High 1974 — 1978
NASDAQ OMX Global Corporate Solutions (fka Shareholder.com) May 2006 - Present
Computershare (fka-EquiServe) November 2000 - January 2006
EquiServe October 2003 - January 2005
Skills
Investor Relations, Account Management, Sales, Business Development, Project Management, Shareholder Services...
Education
College of the Holy Cross 1978 — 1982
BA
Xaverian Brothers High 1974 — 1978
Nancie Cosby's EQUISERVE Experience 2003 - 2005
Job Project Manager at CitiStreet
Industry Financial Services
Experience
ING August 2005 - Present
EquiServe 2003 - 2005
Zurich Scudder Investments 1994 - 2002
Education
University of Massachusetts Boston
ING August 2005 - Present
EquiServe 2003 - 2005
Zurich Scudder Investments 1994 - 2002
Education
University of Massachusetts Boston
Shelley Stone's EQUISERVE Experience March 2000 - June 2003
Job Organizational Effectiveness Professional
Industry Human Resources
Experience
OneShield, Inc. June 2007 - August 2010
The Hanover Insurance Group July 2003 - February 2007
EquiServe March 2000 - June 2003
Harvard Pilgrim Health Care January 1997 - March 2000
Pratt & Whitney February 1995 - January 1997
Education
Eastern University 1981 — 1984
M.Div., Systems Counseling
Eastern University 1977 — 1980
B.S., Psychology, Education
Gordon College 1976 — 1977
Psychology
OneShield, Inc. June 2007 - August 2010
The Hanover Insurance Group July 2003 - February 2007
EquiServe March 2000 - June 2003
Harvard Pilgrim Health Care January 1997 - March 2000
Pratt & Whitney February 1995 - January 1997
Education
Eastern University 1981 — 1984
M.Div., Systems Counseling
Eastern University 1977 — 1980
B.S., Psychology, Education
Gordon College 1976 — 1977
Psychology
Annie Dominguez's EQUISERVE Experience August 1999 - March 2003
Job Senior Dispatcher at AAA Southern New England
Industry Consumer Services
Experience
AAA Southern New England September 2011 - Present
AAA Southern New England May 2006 - September 2011
Charter communications September 2005 - January 2006
American Credit Counselors, Inc March 2003 - September 2005
Equiserve August 1999 - March 2003
Education
Johnson & Wales University 1992 — 1996
Associates, Hotel and Restaurant Management
AAA Southern New England September 2011 - Present
AAA Southern New England May 2006 - September 2011
Charter communications September 2005 - January 2006
American Credit Counselors, Inc March 2003 - September 2005
Equiserve August 1999 - March 2003
Education
Johnson & Wales University 1992 — 1996
Associates, Hotel and Restaurant Management
Joseph Spadaford's EQUISERVE Experience 1999 - 2000
Job Executive Vice President at Computershare
Industry Financial Services
Experience
Computershare 2007 - Present
AXA Equitable 2000 - 2007
Equiserve 1999 - 2000
First Chicago Trust Co 1993 - 1999
First Chicago/Bank One 1983 - 1993
Citibank 1972 - 1983
Skills
Financial Analysis, Mergers, Banking, Financial Services, Securities, Series 7, Business Process..., Financial Risk, Insurance, Enterprise Risk..., Accounting, Financial Modeling, Due Diligence, Operations Management, Lean Six Sigma, Strategic Expense..., Operations..., Change Management, Mergers & Acquisitions, Strategic Financial..., Executive Management, Business Strategy, Strategy, Finance, Portfolio Management, Asset Management, Investments, Equities, Six Sigma, Restructuring, Relationship Management, Corporate Finance, Mutual Funds, Capital Markets, Operational..., Financial Planning
Education
Adelphi University 1974 — 1976
MBA, Accounting and Banking
University of Dayton 1965 — 1969
BSBA, Accounting
Computershare 2007 - Present
AXA Equitable 2000 - 2007
Equiserve 1999 - 2000
First Chicago Trust Co 1993 - 1999
First Chicago/Bank One 1983 - 1993
Citibank 1972 - 1983
Skills
Financial Analysis, Mergers, Banking, Financial Services, Securities, Series 7, Business Process..., Financial Risk, Insurance, Enterprise Risk..., Accounting, Financial Modeling, Due Diligence, Operations Management, Lean Six Sigma, Strategic Expense..., Operations..., Change Management, Mergers & Acquisitions, Strategic Financial..., Executive Management, Business Strategy, Strategy, Finance, Portfolio Management, Asset Management, Investments, Equities, Six Sigma, Restructuring, Relationship Management, Corporate Finance, Mutual Funds, Capital Markets, Operational..., Financial Planning
Education
Adelphi University 1974 — 1976
MBA, Accounting and Banking
University of Dayton 1965 — 1969
BSBA, Accounting
Patricia Corkum's EQUISERVE Experience January 1997 - April 1999
Job Regional Director of Learning & Development at Comcast
Industry Automotive
Experience
Comcast January 2008 - Present
Comcast Cable 2008 - Present
Cross Country Automotive Services April 1999 - July 2007
Equiserve January 1997 - April 1999
Winter Wyman/Bank Boston March 1996 - January 1997
Education
Stonehill College 1980 — 1984
Comcast January 2008 - Present
Comcast Cable 2008 - Present
Cross Country Automotive Services April 1999 - July 2007
Equiserve January 1997 - April 1999
Winter Wyman/Bank Boston March 1996 - January 1997
Education
Stonehill College 1980 — 1984
Oluwole A Babalola CPA, CGMA, MBA's EQUISERVE Experience January 2000 - January 2001
Job Assistant Vice President of Financial Reporting at State Street
Industry Financial Services
Experience
State Street Corporation January 2007 - Present
Deloitte & Touché LLP June 2004 - February 2007
State Street Corporation January 2001 - January 2004
Equiserve January 2000 - January 2001
Skills
Financial Reporting, Accounting, Managerial Finance, Auditing, Internal Controls, Investments, Leadership, Management, Securities, Financial Services, Financial Accounting, Finance
Education
Suffolk University 2005 — 2008
MBA, Accounting
Southeastern Technical Institute 2000 — 2001
Associate, Computerized Office Technology
Lagos State Polytechnics 1997 — 1998
Bachelor of Science, Accounting/Finance
State Street Corporation January 2007 - Present
Deloitte & Touché LLP June 2004 - February 2007
State Street Corporation January 2001 - January 2004
Equiserve January 2000 - January 2001
Skills
Financial Reporting, Accounting, Managerial Finance, Auditing, Internal Controls, Investments, Leadership, Management, Securities, Financial Services, Financial Accounting, Finance
Education
Suffolk University 2005 — 2008
MBA, Accounting
Southeastern Technical Institute 2000 — 2001
Associate, Computerized Office Technology
Lagos State Polytechnics 1997 — 1998
Bachelor of Science, Accounting/Finance
John Yanch's EQUISERVE Experience September 2000 - November 2003
Job Vice President/Compliance Officer at Citi
Industry Banking
Experience
Citi August 2015 - Present
NYCB September 2013 - July 2015
JPMorgan Chase November 2012 - May 2013
Capital One Bank June 2007 - November 2012
Merrill Lynch September 2006 - June 2007
HSBC Bank September 2005 - September 2006
Citibank N.A. January 2003 - August 2005
EquiServe September 2000 - November 2003
Skills
Bank Secrecy Act, OFAC, Risk Assessment, AML, Risk Management, Credit, Internal Audit, Banking, Loans, Deposits, KYC, Commercial Lending, Mortgage Lending, Anti Money Laundering, Consumer Lending, USA PATRIOT Act, Commercial Banking, Auditing, Flood Insurance, Internal Controls, Operational Risk, Training, Retail Banking, Small Business Lending, Core Banking
Education
Dowling College 2001 — 2004
MBA, Management
State University of New York College at Cortland 1992 — 1996
BA, Political Science
Citi August 2015 - Present
NYCB September 2013 - July 2015
JPMorgan Chase November 2012 - May 2013
Capital One Bank June 2007 - November 2012
Merrill Lynch September 2006 - June 2007
HSBC Bank September 2005 - September 2006
Citibank N.A. January 2003 - August 2005
EquiServe September 2000 - November 2003
Skills
Bank Secrecy Act, OFAC, Risk Assessment, AML, Risk Management, Credit, Internal Audit, Banking, Loans, Deposits, KYC, Commercial Lending, Mortgage Lending, Anti Money Laundering, Consumer Lending, USA PATRIOT Act, Commercial Banking, Auditing, Flood Insurance, Internal Controls, Operational Risk, Training, Retail Banking, Small Business Lending, Core Banking
Education
Dowling College 2001 — 2004
MBA, Management
State University of New York College at Cortland 1992 — 1996
BA, Political Science
Ann Marie GIlbert's EQUISERVE Experience April 1996 - March 2005
Job Technical Specialist at East Brunswick Board of Education
Industry Financial Services
Experience
East Brunswick Board of Education July 2013 - Present
East Brunswick Board of Education September 2010 - July 2013
EquiServe April 1996 - March 2005
Midlantic Bank July 1991 - April 1996
Education
Seton Hall University 1996 — 1999
MBA, FINANCE
Kean University 1988 — 1991
BS, Management Science/Concentration in Finance
East Brunswick Board of Education July 2013 - Present
East Brunswick Board of Education September 2010 - July 2013
EquiServe April 1996 - March 2005
Midlantic Bank July 1991 - April 1996
Education
Seton Hall University 1996 — 1999
MBA, FINANCE
Kean University 1988 — 1991
BS, Management Science/Concentration in Finance
Amanda Gwen Rafelson's EQUISERVE Experience 2004 - 2005
Job Financial Analyst at JPMorgan Chase
Industry Capital Markets
Experience
JPMorgan Chase 2011 - Present
Deutsche Bank 2007 - 2009
JP Morgan Chase 2006 - 2007
EquiServe 2004 - 2005
Morgan Stanley 2001 - 2004
Skills
Equities, Equity Derivatives, Microsoft Word, Derivatives, Bonds, Auditing, Microsoft Excel
Education
University of Hartford 1994 — 1998
BA, Psychology, Statistics
Moorestown High School
JPMorgan Chase 2011 - Present
Deutsche Bank 2007 - 2009
JP Morgan Chase 2006 - 2007
EquiServe 2004 - 2005
Morgan Stanley 2001 - 2004
Skills
Equities, Equity Derivatives, Microsoft Word, Derivatives, Bonds, Auditing, Microsoft Excel
Education
University of Hartford 1994 — 1998
BA, Psychology, Statistics
Moorestown High School
Kim Wingren's EQUISERVE Experience 1998 - 2004
Job HRIS Manager at Ocean Spray
Industry Human Resources
Experience
Ocean Spray Cranberries, Inc. 2004 - Present
EquiServe 1998 - 2004
Private Healthcare Systems 1993 - 1998
Skills
HRIS
Education
Bridgewater State University
Ocean Spray Cranberries, Inc. 2004 - Present
EquiServe 1998 - 2004
Private Healthcare Systems 1993 - 1998
Skills
HRIS
Education
Bridgewater State University
Morris Kulp's EQUISERVE Experience September 1999 - August 2005
Job City Tax Auditor NYC Dept of Finance
Industry Financial Services
Experience
BJ's Wholesale Club June 2009 - April 2012
Time Warner Cable October 2008 - January 2009
Morgan Stanley June 2007 - October 2007
The Bank of New York August 2005 - June 2007
EQUISERVE September 1999 - August 2005
Skills
Reconciliation, Customer Service, Administration, Problem Solving, Trading, Analysis, Excel, Customer Relations, Documentation, Word, Microsoft Office, Compliance, Financial Reporting, Balance
Education
Monroe College 1993 — 1998
Bachelor of Business Administration, Accounting
Keller Graduate School of Management of DeVry University
Bachelor of Business Administration (B.B.A.), Accounting
BJ's Wholesale Club June 2009 - April 2012
Time Warner Cable October 2008 - January 2009
Morgan Stanley June 2007 - October 2007
The Bank of New York August 2005 - June 2007
EQUISERVE September 1999 - August 2005
Skills
Reconciliation, Customer Service, Administration, Problem Solving, Trading, Analysis, Excel, Customer Relations, Documentation, Word, Microsoft Office, Compliance, Financial Reporting, Balance
Education
Monroe College 1993 — 1998
Bachelor of Business Administration, Accounting
Keller Graduate School of Management of DeVry University
Bachelor of Business Administration (B.B.A.), Accounting
Maurice Faulk's EQUISERVE Experience October 2000 - March 2003
Job Senior Consultant at Wanda Best Health Care
Industry Hospital & Health Care
Experience
Wanda Best Health Care January 1996 - Present
Wanda Best Health Care January 1996 - Present
equiserve October 2000 - March 2003
Skills
Customer Service, Sales Management, Strategic Planning, Management, Public Speaking
Education
Rhode Island College 1995 — 1998
Bachelor of Arts (B.A.), Psychology
Wanda Best Health Care January 1996 - Present
Wanda Best Health Care January 1996 - Present
equiserve October 2000 - March 2003
Skills
Customer Service, Sales Management, Strategic Planning, Management, Public Speaking
Education
Rhode Island College 1995 — 1998
Bachelor of Arts (B.A.), Psychology
JoAnn Ignelzi's EQUISERVE Experience January 1998 - December 2003
Job Systems Consutant Financial Services Information Technology Professional
Industry Information Technology and Services
Experience
Cambridge School of Culinary Arts 2005 - Present
Share Our Strength 2005 - Present
Privately Held Company February 2007 - April 2007
Equiserve January 1998 - December 2003
BankBoston 1995 - 2000
Putnam Investments January 1998 - October 1998
State Street January 1984 - December 1995
Education
City University of New York-Herbert H. Lehman College 1975 — 1977
Masters, Mathematics Education
Fordham University 1969 — 1973
Cambridge School of Culinary Arts 2005 - Present
Share Our Strength 2005 - Present
Privately Held Company February 2007 - April 2007
Equiserve January 1998 - December 2003
BankBoston 1995 - 2000
Putnam Investments January 1998 - October 1998
State Street January 1984 - December 1995
Education
City University of New York-Herbert H. Lehman College 1975 — 1977
Masters, Mathematics Education
Fordham University 1969 — 1973
Stacy Dawkins's EQUISERVE Experience October 1993 - October 1999
Job Client Relationship Manager at Broadridge Financial Solutions
Industry Financial Services
Experience
Broadridge Financial Solutions April 2013 - Present
Continental Stock Transfer & Trust Company December 2011 - April 2013
The Bank of New York Mellon July 2000 - April 2008
Neuberger Berman October 1999 - July 2000
Equiserve October 1993 - October 1999
Skills
Corporate Actions, Securities, Management, Analysis, Relationship Management, Financial Services, Mutual Funds, Equities, Investment Banking, Business Development, Mergers & Acquisitions, Risk Management, Investments, Banking
Education
Fisk University
Bachelor of Arts, Political Science
Broadridge Financial Solutions April 2013 - Present
Continental Stock Transfer & Trust Company December 2011 - April 2013
The Bank of New York Mellon July 2000 - April 2008
Neuberger Berman October 1999 - July 2000
Equiserve October 1993 - October 1999
Skills
Corporate Actions, Securities, Management, Analysis, Relationship Management, Financial Services, Mutual Funds, Equities, Investment Banking, Business Development, Mergers & Acquisitions, Risk Management, Investments, Banking
Education
Fisk University
Bachelor of Arts, Political Science
Luba Roytberg's EQUISERVE Experience April 2000 - May 2003
Job Project Manager at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley April 2014 - Present
Federal Reserve Bank of New York July 2013 - March 2014
Morgan Stanley Smith Barney August 2010 - July 2013
UBS August 2003 - August 2010
Equiserve April 2000 - May 2003
Lenmar 2000 - 2003
Isogon 1999 - 2000
Deutsche Bank April 1998 - May 1999
Republic National Bank 1998 - 1998
JP Morgan 1997 - 1998
Skills
Business Analysis, SDLC, Quality Assurance, Quality Center, User Acceptance Testing, Microsoft SQL Server, Software Documentation, Databases, QTP, Agile Methodologies, Regression Testing, Test Strategy, Unix, Project Management, Testing, Cross-functional Team..., PMO, Visio, Test Automation, System Testing, Analysis, Test Planning, Test Management, Software Project..., Oracle, Requirements Analysis, Manual Testing, JIRA, Business Requirements, Requirements Gathering, Test Cases, Web Applications, DB2, Resource Management, Software Quality..., Scrum, SharePoint
Education
City University of New York-Baruch College 1999 — 2003
Bachelor of Science (BS), Computer Science
Universitatea Tehnică a Moldovei
Computer Science
Morgan Stanley April 2014 - Present
Federal Reserve Bank of New York July 2013 - March 2014
Morgan Stanley Smith Barney August 2010 - July 2013
UBS August 2003 - August 2010
Equiserve April 2000 - May 2003
Lenmar 2000 - 2003
Isogon 1999 - 2000
Deutsche Bank April 1998 - May 1999
Republic National Bank 1998 - 1998
JP Morgan 1997 - 1998
Skills
Business Analysis, SDLC, Quality Assurance, Quality Center, User Acceptance Testing, Microsoft SQL Server, Software Documentation, Databases, QTP, Agile Methodologies, Regression Testing, Test Strategy, Unix, Project Management, Testing, Cross-functional Team..., PMO, Visio, Test Automation, System Testing, Analysis, Test Planning, Test Management, Software Project..., Oracle, Requirements Analysis, Manual Testing, JIRA, Business Requirements, Requirements Gathering, Test Cases, Web Applications, DB2, Resource Management, Software Quality..., Scrum, SharePoint
Education
City University of New York-Baruch College 1999 — 2003
Bachelor of Science (BS), Computer Science
Universitatea Tehnică a Moldovei
Computer Science
Mary L. Kelly's EQUISERVE Experience November 1998 - August 1999
Job Retired
Industry Human Resources
Experience
LoJack Corporation May 2008 - August 2009
Polaroid March 2000 - December 2007
Equiserve November 1998 - August 1999
Private Healthcare Systems October 1995 - November 1998
Blue Cross and Blue Shield of Massachusetts 1991 - 1994
Education
Boston College 1984 — 1988
BA, Psychology
LoJack Corporation May 2008 - August 2009
Polaroid March 2000 - December 2007
Equiserve November 1998 - August 1999
Private Healthcare Systems October 1995 - November 1998
Blue Cross and Blue Shield of Massachusetts 1991 - 1994
Education
Boston College 1984 — 1988
BA, Psychology
Margarheeta Wise's EQUISERVE Experience 2000 - 2002
Job President at MFS Service Center
Industry Financial Services
Experience
MFS September 2005 - Present
PNC Financial Services Group 2002 - 2005
Citi Global Transactions (formerly BISYS Fund Services) 2002 - 2003
Equiserve 2000 - 2002
First Data Corporation 1985 - 2000
Skills
Certified Project..., Transfer Agency..., Mutual Funds, Client Service, Life Insurance, Transaction Processing, Variable Annuities, Institutional Investors, Emerging Markets, Financial Services, Institutional..., Corporate Actions, Alternative Investments, Investment Management, ETFs, Transfer Agency, Retirement Planning, Series 24, Investment Advisory, Series 63, Hedge Funds, Fixed Income, Equities, Client Services
Education
University of Massachusetts Boston 1979 — 1984
High School 1975 — 1979
MFS September 2005 - Present
PNC Financial Services Group 2002 - 2005
Citi Global Transactions (formerly BISYS Fund Services) 2002 - 2003
Equiserve 2000 - 2002
First Data Corporation 1985 - 2000
Skills
Certified Project..., Transfer Agency..., Mutual Funds, Client Service, Life Insurance, Transaction Processing, Variable Annuities, Institutional Investors, Emerging Markets, Financial Services, Institutional..., Corporate Actions, Alternative Investments, Investment Management, ETFs, Transfer Agency, Retirement Planning, Series 24, Investment Advisory, Series 63, Hedge Funds, Fixed Income, Equities, Client Services
Education
University of Massachusetts Boston 1979 — 1984
High School 1975 — 1979
Cathleen Moynihan's EQUISERVE Experience October 2000 - June 2005
Job Executive Vice President Human Resources and Corporate Communications at MAPFRE North America
Industry Insurance
Experience
MAPFRE June 2005 - Present
EquiServe October 2000 - June 2005
One Beacon Insurance January 1994 - October 2000
Skills
Performance Management, Talent Acquisition, Deferred Compensation, Organizational..., Employee Benefits, HRIS, Executive Coaching, Onboarding, Employee Engagement, Human Resources, Change Management, Workforce Planning, Mergers & Acquisitions, Team Building, Executive Management, Organizational Design, Recruiting, Coaching, Personnel Management
Education
Lesley University
Western New England College
Bachelor of Science (B.S.), Psychology
MAPFRE June 2005 - Present
EquiServe October 2000 - June 2005
One Beacon Insurance January 1994 - October 2000
Skills
Performance Management, Talent Acquisition, Deferred Compensation, Organizational..., Employee Benefits, HRIS, Executive Coaching, Onboarding, Employee Engagement, Human Resources, Change Management, Workforce Planning, Mergers & Acquisitions, Team Building, Executive Management, Organizational Design, Recruiting, Coaching, Personnel Management
Education
Lesley University
Western New England College
Bachelor of Science (B.S.), Psychology
Victor Humphrey, PHR (LION)'s EQUISERVE Experience 1997 - 2000
Job Experienced HR Professional and Recruitment Specialist
Industry Human Resources
Experience
MJHS May 2015 - Present
MJHS May 2012 - Present
SELF January 2008 - July 2012
Somerset Medical Center August 2009 - May 2012
Somerset Medical Center January 2009 - May 2012
GREYSTONE HEALTHCARE STAFFING April 2004 - November 2004
Maxim Healthcare Services February 2002 - November 2004
Maxim Healthcare Services March 2003 - February 2004
Equiserve 1997 - 2000
Skills
Sourcing, Negotiation, Mediation, Job Analysis, Marketing Analytics, Talent Acquisition, Recruiting, Employee Relations, Applicant Tracking..., Temporary Placement, Interviews, Deferred Compensation, Executive Search, Human Resources, Organizational..., Employee Benefits, HRIS, Onboarding, Healthcare, College Recruiting, Payroll, Talent Management, Management, Background Checks, Resume Writing, FMLA, Employee Engagement, Temporary Staffing, Benefits Administration, Time Management, Succession Planning, Benefits Negotiation, Leadership Development, Taleo, Job Descriptions, Cold Calling, Internet Recruiting, Hospitals, PeopleSoft, Performance Management, Staffing Services, Workforce Planning, Technical Recruiting, Hiring, New Hire Orientations, Job Fairs, Training, Conflict Resolution, Screening Resumes, Contract Recruitment
Education
University of Alabama at Birmingham 1998 — 2001
Communications Studies, Public Relations
University of Alabama at Birmingham 1998 — 2001
Bachelor of Arts, Communication Studies
MJHS May 2015 - Present
MJHS May 2012 - Present
SELF January 2008 - July 2012
Somerset Medical Center August 2009 - May 2012
Somerset Medical Center January 2009 - May 2012
GREYSTONE HEALTHCARE STAFFING April 2004 - November 2004
Maxim Healthcare Services February 2002 - November 2004
Maxim Healthcare Services March 2003 - February 2004
Equiserve 1997 - 2000
Skills
Sourcing, Negotiation, Mediation, Job Analysis, Marketing Analytics, Talent Acquisition, Recruiting, Employee Relations, Applicant Tracking..., Temporary Placement, Interviews, Deferred Compensation, Executive Search, Human Resources, Organizational..., Employee Benefits, HRIS, Onboarding, Healthcare, College Recruiting, Payroll, Talent Management, Management, Background Checks, Resume Writing, FMLA, Employee Engagement, Temporary Staffing, Benefits Administration, Time Management, Succession Planning, Benefits Negotiation, Leadership Development, Taleo, Job Descriptions, Cold Calling, Internet Recruiting, Hospitals, PeopleSoft, Performance Management, Staffing Services, Workforce Planning, Technical Recruiting, Hiring, New Hire Orientations, Job Fairs, Training, Conflict Resolution, Screening Resumes, Contract Recruitment
Education
University of Alabama at Birmingham 1998 — 2001
Communications Studies, Public Relations
University of Alabama at Birmingham 1998 — 2001
Bachelor of Arts, Communication Studies
Michael Hyer's EQUISERVE Experience 1992 - 1995
Job Executive Director at Nomura
Industry Accounting
Experience
Nomura March 2007 - Present
Resources Global Professionals August 2004 - March 2007
Hyer Financial Solutions, Inc. March 2001 - August 2004
UPRR Consulting May 1996 - March 2001
The Bank of New York May 1995 - May 1996
Equiserve 1992 - 1995
Skills
Financial Modeling, Mergers, Risk Management, Investment Banking, Financial Analysis, Equities, Finance, Fixed Income, Human Resources, Employee Benefits, Deferred Compensation, Mergers & Acquisitions, Payroll, Accounting, Auditing, Capital Markets, Financial Services, Recruiting
Education
State University of New York at Stony Brook 1989 — 1991
Bachelor of Science (BS), Finance & Economics
Nomura March 2007 - Present
Resources Global Professionals August 2004 - March 2007
Hyer Financial Solutions, Inc. March 2001 - August 2004
UPRR Consulting May 1996 - March 2001
The Bank of New York May 1995 - May 1996
Equiserve 1992 - 1995
Skills
Financial Modeling, Mergers, Risk Management, Investment Banking, Financial Analysis, Equities, Finance, Fixed Income, Human Resources, Employee Benefits, Deferred Compensation, Mergers & Acquisitions, Payroll, Accounting, Auditing, Capital Markets, Financial Services, Recruiting
Education
State University of New York at Stony Brook 1989 — 1991
Bachelor of Science (BS), Finance & Economics
Johanna Boucher's EQUISERVE Experience 1996 - 2004
Job Project Manager at Bose Corporation
Industry Marketing and Advertising
Experience
Bose Corporation April 2010 - Present
Bose Corporation February 2008 - February 2009
W.A. Wilde September 2005 - February 2008
Equiserve 1996 - 2004
Skills
Account Management, Direct Marketing, Advertising, Management, Email Marketing, Product Marketing, Lead Generation, Integrated Marketing, Direct Mail, Marketing Communications, B2B, Marketing Strategy, Digital Marketing, CRM, Online Advertising, Salesforce.com, Marketing, Online Marketing, Social Media Marketing, Project Management, Product Management, Social Media, Strategic Partnerships
Education
Plymouth State University 1988 — 2003
Bachelor of Arts, Psychology
Bose Corporation April 2010 - Present
Bose Corporation February 2008 - February 2009
W.A. Wilde September 2005 - February 2008
Equiserve 1996 - 2004
Skills
Account Management, Direct Marketing, Advertising, Management, Email Marketing, Product Marketing, Lead Generation, Integrated Marketing, Direct Mail, Marketing Communications, B2B, Marketing Strategy, Digital Marketing, CRM, Online Advertising, Salesforce.com, Marketing, Online Marketing, Social Media Marketing, Project Management, Product Management, Social Media, Strategic Partnerships
Education
Plymouth State University 1988 — 2003
Bachelor of Arts, Psychology
Joseph Spadaford's EQUISERVE Experience 1998 - 2000
Job EVP at Computershare
Industry Financial Services
Experience
Computershare July 2007 - Present
AXA Equitable 2000 - 2007
Equiserve 1998 - 2000
First Chicago Trust Company 1993 - 1998
First Chicago Corporation/Bank One 1983 - 1993
Citicorp 1972 - 1983
Skills
Change Management, Risk Management, Business Process..., Financial Services, Process Improvement, Banking, Re-engineering, Mergers, Business Process..., Six Sigma, Business Transformation, Financial Analysis, Executive Management, Financial Risk, Operations Management, Vendor Management, Business Strategy, Securities, Strategic Planning, Strategy, Strategic Expense..., Mergers & Acquisitions, Business Analysis, Outsourcing, Financial Modeling, Finance, Leadership, Strategic Financial..., Portfolio Management, Management Consulting, Restructuring, Relationship Management, Due Diligence, Governance, Enterprise Risk..., Managerial Finance, Acquisition Integration, Financial Planning
Education
Adelphi University 1974 — 1976
MBA, Banking and Financial Markets
University of Dayton 1965 — 1969
BSBA, Accounting
Computershare July 2007 - Present
AXA Equitable 2000 - 2007
Equiserve 1998 - 2000
First Chicago Trust Company 1993 - 1998
First Chicago Corporation/Bank One 1983 - 1993
Citicorp 1972 - 1983
Skills
Change Management, Risk Management, Business Process..., Financial Services, Process Improvement, Banking, Re-engineering, Mergers, Business Process..., Six Sigma, Business Transformation, Financial Analysis, Executive Management, Financial Risk, Operations Management, Vendor Management, Business Strategy, Securities, Strategic Planning, Strategy, Strategic Expense..., Mergers & Acquisitions, Business Analysis, Outsourcing, Financial Modeling, Finance, Leadership, Strategic Financial..., Portfolio Management, Management Consulting, Restructuring, Relationship Management, Due Diligence, Governance, Enterprise Risk..., Managerial Finance, Acquisition Integration, Financial Planning
Education
Adelphi University 1974 — 1976
MBA, Banking and Financial Markets
University of Dayton 1965 — 1969
BSBA, Accounting
Jenny Baynham's EQUISERVE Experience July 2001 - December 2004
Job Programmer Analyst IV at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management December 2004 - Present
Equiserve July 2001 - December 2004
Skills
Requirements Gathering, SDLC, Business Analysis, SQL, Systems Analysis, Visio
Education
Bentley University 1996 — 2000
Bachelor of Science, Computer Information System
MFS Investment Management December 2004 - Present
Equiserve July 2001 - December 2004
Skills
Requirements Gathering, SDLC, Business Analysis, SQL, Systems Analysis, Visio
Education
Bentley University 1996 — 2000
Bachelor of Science, Computer Information System
Judith Toomey's EQUISERVE Experience March 2001 - September 2002
Job Assistant Vice President at State Street
Industry Financial Services
Experience
State Street December 2011 - Present
State Street September 2002 - March 2012
EquiServe March 2001 - September 2002
Investors Bank and Trust 1999 - 2001
Skills
Risk Management, Banking, Corporate Actions, Financial Services, Investments, Relationship Management, Business Analysis, Securities, Equities, Mutual Funds, Management, Project Management
Education
Bryant University
BS
State Street December 2011 - Present
State Street September 2002 - March 2012
EquiServe March 2001 - September 2002
Investors Bank and Trust 1999 - 2001
Skills
Risk Management, Banking, Corporate Actions, Financial Services, Investments, Relationship Management, Business Analysis, Securities, Equities, Mutual Funds, Management, Project Management
Education
Bryant University
BS
Neil Foisy's EQUISERVE Experience 2000 - 2002
Job Billing Specialist at Computershare
Industry Financial Services
Experience
Computershare August 2008 - Present
Computershare November 2005 - August 2008
Computershare 2002 - 2005
EquiServe 2000 - 2002
Sylvan Nursery 1996 - 1998
Skills
Customer Service, Sales, Finance, Securities, Accounts Payable, Financial Analysis, Investments, Microsoft Excel, Process Improvement, Asset Management, Access, Equities, Financial Services, PowerPoint
Education
Emmanuel College 2003 — 2005
Computershare August 2008 - Present
Computershare November 2005 - August 2008
Computershare 2002 - 2005
EquiServe 2000 - 2002
Sylvan Nursery 1996 - 1998
Skills
Customer Service, Sales, Finance, Securities, Accounts Payable, Financial Analysis, Investments, Microsoft Excel, Process Improvement, Asset Management, Access, Equities, Financial Services, PowerPoint
Education
Emmanuel College 2003 — 2005
Sajoo Samuel's EQUISERVE Experience 1998 - 2004
Job Sr. Vice President at Computershare
Industry Financial Services
Experience
Computershare June 2008 - Present
BNY Mellon Shareowner Services January 2004 - June 2008
EquiServe 1998 - 2004
Skills
Restricted Stock, Securities, Equities, Mutual Funds, Options, Investor Relations, Financial Services, Investments, IPO, Mergers, Valuation, Enterprise Risk..., Mergers & Acquisitions, Business Analysis, Risk Management, Financial Risk, Investment Banking, Due Diligence, Corporate Finance, Corporate Actions, Restructuring, Banking, Private Equity, Corporate Governance, Proxy Voting
Education
Queens College 1982 — 1984
Master of Arts (M.A.), Physics
University of Pune 1980 — 1982
Master of Science (M.Sc.), Physics
Computershare June 2008 - Present
BNY Mellon Shareowner Services January 2004 - June 2008
EquiServe 1998 - 2004
Skills
Restricted Stock, Securities, Equities, Mutual Funds, Options, Investor Relations, Financial Services, Investments, IPO, Mergers, Valuation, Enterprise Risk..., Mergers & Acquisitions, Business Analysis, Risk Management, Financial Risk, Investment Banking, Due Diligence, Corporate Finance, Corporate Actions, Restructuring, Banking, Private Equity, Corporate Governance, Proxy Voting
Education
Queens College 1982 — 1984
Master of Arts (M.A.), Physics
University of Pune 1980 — 1982
Master of Science (M.Sc.), Physics
Claudia Bogris's EQUISERVE Experience June 1999 - June 2005
Job Corporate Brand Manager at Pershing
Industry Financial Services
Experience
Pershing September 2012 - Present
Montclair State University February 2007 - September 2012
Smith Barney June 2005 - February 2007
EquiServe June 1999 - June 2005
First Chicago/JP Morgan June 1989 - May 1999
Skills
Marketing Strategy, Social Media, Strategy, Strategic Communications, Public Speaking, Strategic Planning, Social Media Marketing, Customer Engagement, Public Relations, Press Releases, Marketing Communications, Research, Editing, Nonprofits, Corporate Branding, Customer Service, Corporate Communications, Fundraising, Event Management, Event Planning, Market Research, Marketing, Online Marketing, Media Relations, Blogging, Facebook, Advertising
Education
Montclair State University
MA, Public and Organizational Relations
Pace University - Lubin School of Business
BBA, Accounting
Pershing September 2012 - Present
Montclair State University February 2007 - September 2012
Smith Barney June 2005 - February 2007
EquiServe June 1999 - June 2005
First Chicago/JP Morgan June 1989 - May 1999
Skills
Marketing Strategy, Social Media, Strategy, Strategic Communications, Public Speaking, Strategic Planning, Social Media Marketing, Customer Engagement, Public Relations, Press Releases, Marketing Communications, Research, Editing, Nonprofits, Corporate Branding, Customer Service, Corporate Communications, Fundraising, Event Management, Event Planning, Market Research, Marketing, Online Marketing, Media Relations, Blogging, Facebook, Advertising
Education
Montclair State University
MA, Public and Organizational Relations
Pace University - Lubin School of Business
BBA, Accounting
Renea Jeffers's EQUISERVE Experience November 1998 - August 2000
Job Experienced Customer Service Leader with solid Management, Coaching and Training skills.
Industry Telecommunications
Experience
Wyndham Vacation Ownership September 2014 - Present
Charter Communications May 2013 - April 2014
SunTrust Bank November 2010 - May 2013
Comcast November 2005 - February 2010
Esscentual Brands September 2004 - September 2005
Liberty Mutual April 2004 - August 2004
Markit-Market June 2002 - November 2002
National Cable Communications March 2001 - March 2002
Card Payment systems November 2000 - March 2001
EquiServe November 1998 - August 2000
Skills
Call Center, Customer Satisfaction, Telephone Skills, Customer Service, Billing, Training, Call Centers, Telecommunications, Employee Training, Leadership, Management, Quality Assurance, Workforce Management, Team Leadership, Cross-functional Team..., Coaching, Recruiting, Program Management, Sales, Time Management, Budgets, Leadership Development, Marketing, Customer Experience, Performance Management, CRM, Invoicing
Education
South Dakota Colleges and Universities
Abnormal Psychology
Southwest Institute of Healing Arts
Introduction Certification in Life Coaching, Life Coaching
The University of North Dakota
Bachelor of Science, Elementary and Physical Education
Wyndham Vacation Ownership September 2014 - Present
Charter Communications May 2013 - April 2014
SunTrust Bank November 2010 - May 2013
Comcast November 2005 - February 2010
Esscentual Brands September 2004 - September 2005
Liberty Mutual April 2004 - August 2004
Markit-Market June 2002 - November 2002
National Cable Communications March 2001 - March 2002
Card Payment systems November 2000 - March 2001
EquiServe November 1998 - August 2000
Skills
Call Center, Customer Satisfaction, Telephone Skills, Customer Service, Billing, Training, Call Centers, Telecommunications, Employee Training, Leadership, Management, Quality Assurance, Workforce Management, Team Leadership, Cross-functional Team..., Coaching, Recruiting, Program Management, Sales, Time Management, Budgets, Leadership Development, Marketing, Customer Experience, Performance Management, CRM, Invoicing
Education
South Dakota Colleges and Universities
Abnormal Psychology
Southwest Institute of Healing Arts
Introduction Certification in Life Coaching, Life Coaching
The University of North Dakota
Bachelor of Science, Elementary and Physical Education
Greg Buzzell's EQUISERVE Experience 2003 - 2005
Job VP National Accounts, Columbia Management (formerly RiverSource Investments)
Industry Financial Services
Experience
Columbia Management (formerly RiverSource Investments) 2005 - Present
EquiServe 2003 - 2005
CitiStreet 2000 - 2003
FLEETBOSTON FINANCIAL (formerly BankBoston, N.A.) 1998 - 2000
Xerox 1989 - 1998
Education
University of New Hampshire 1979 — 1983
BS, Geology/Geophysics
Columbia Management (formerly RiverSource Investments) 2005 - Present
EquiServe 2003 - 2005
CitiStreet 2000 - 2003
FLEETBOSTON FINANCIAL (formerly BankBoston, N.A.) 1998 - 2000
Xerox 1989 - 1998
Education
University of New Hampshire 1979 — 1983
BS, Geology/Geophysics
Holly Tomase, CBCP, MBA's EQUISERVE Experience 2000 - 2005
Job Manager of Business Continuity and Disaster Recovery at Ropes & Gray LLP
Industry Financial Services
Experience
Ropes & Gray LLP October 2012 - Present
State Street Corporation February 2008 - March 2012
Bank of America June 2005 - February 2008
EquiServe 2000 - 2005
The Barrett Group 2000 - 2000
BankBoston 1994 - 2000
Rhode Island Hospital Trust 1993 - 1995
Rhode Island Hospital Trust 1993 - 1995
Rhode Island Hospital Trust 1993 - 1995
Rhode Island Hospital Trust 1993 - 1995
Skills
Financial Services, Business Continuity, Business Analysis, Business Continuity..., Information Security, Disaster Recovery, Risk Management, Vendor Management, Training, Information Technology, Banking, Governance, SDLC, IT Management, Security, Process Improvement, Management
Education
Bryant University 1993 — 1995
MBA, Business Management
Providence College 1989 — 1993
B.S., Business Administration
Ropes & Gray LLP October 2012 - Present
State Street Corporation February 2008 - March 2012
Bank of America June 2005 - February 2008
EquiServe 2000 - 2005
The Barrett Group 2000 - 2000
BankBoston 1994 - 2000
Rhode Island Hospital Trust 1993 - 1995
Rhode Island Hospital Trust 1993 - 1995
Rhode Island Hospital Trust 1993 - 1995
Rhode Island Hospital Trust 1993 - 1995
Skills
Financial Services, Business Continuity, Business Analysis, Business Continuity..., Information Security, Disaster Recovery, Risk Management, Vendor Management, Training, Information Technology, Banking, Governance, SDLC, IT Management, Security, Process Improvement, Management
Education
Bryant University 1993 — 1995
MBA, Business Management
Providence College 1989 — 1993
B.S., Business Administration
Katharine Rodriguez's EQUISERVE Experience January 2000 - January 2003
Job Public Relations and Communications Professional
Industry Public Relations and Communications
Experience
Administrative Assistant March 2009 - October 2009
FIVE STAR ADULT MEDICAL CENTER March 2009 - October 2009
Five Star March 2009 - October 2009
AMCOR, INC January 2007 - January 2008
Lowes, Wal-Mart January 2004 - January 2007
EQUISERVE January 2000 - January 2003
Education
University of Phoenix
Bachelor of Science, Business Management
Administrative Assistant March 2009 - October 2009
FIVE STAR ADULT MEDICAL CENTER March 2009 - October 2009
Five Star March 2009 - October 2009
AMCOR, INC January 2007 - January 2008
Lowes, Wal-Mart January 2004 - January 2007
EQUISERVE January 2000 - January 2003
Education
University of Phoenix
Bachelor of Science, Business Management
Matthew J. Riti, PMP's EQUISERVE Experience 2003 - 2005
Job Assistant Director at Ernst & Young
Industry Information Technology and Services
Experience
Ernst & Young April 2012 - Present
SHI January 2009 - May 2011
Computershare May 2005 - June 2008
EquiServe 2003 - 2005
EquiServe December 1999 - May 2003
Merrill Lynch June 1999 - October 1999
Prudential Financial June 1993 - June 1999
Prudential Financial February 1990 - May 1993
Skills
SharePoint, Vendor Management, Change Management, SDLC, ITIL, Business Analysis, PMP, Leadership, Data Warehousing, IT Management, Risk Management, Strategic Planning, Project Planning, Business Process..., Contract Negotiation, Analysis, IT Strategy
Education
The George Washington University 1998 — 2003
Masters Certificate Information Technology Project Management
Rowan University 1981 — 1985
Bachelor of Science, Business Administration
Ernst & Young April 2012 - Present
SHI January 2009 - May 2011
Computershare May 2005 - June 2008
EquiServe 2003 - 2005
EquiServe December 1999 - May 2003
Merrill Lynch June 1999 - October 1999
Prudential Financial June 1993 - June 1999
Prudential Financial February 1990 - May 1993
Skills
SharePoint, Vendor Management, Change Management, SDLC, ITIL, Business Analysis, PMP, Leadership, Data Warehousing, IT Management, Risk Management, Strategic Planning, Project Planning, Business Process..., Contract Negotiation, Analysis, IT Strategy
Education
The George Washington University 1998 — 2003
Masters Certificate Information Technology Project Management
Rowan University 1981 — 1985
Bachelor of Science, Business Administration
William Chouinard's EQUISERVE Experience 1993 - 1999
Job Senior Director of Operations
Industry Security and Investigations
Experience
Creative Services, Inc. August 2014 - Present
GardaWorld Cash Services February 2014 - July 2014
Iron Mountain 2009 - 2013
The Home Depot April 2003 - March 2009
Quadstone, Inc 2000 - 2001
iCast 1999 - 2000
EquiServe 1993 - 1999
Skills
Account Management, Leadership, Management, Mergers & Acquisitions, P&L Management, Performance Management, Professional Services, Sales, Sales Operations, Strategy, Team Leadership, Training, Analysis, Profit, Income Statement, Contract Negotiation, Leadership Development, Employee Relations, Start-ups, Customer Service, Customer Satisfaction, Program Management, Project Management, P&L
Education
University of Massachusetts, Amherst 1989 — 1992
Bachelor of Science, Political Science
Bentley College - Elkin B. McCallum Graduate School of Business
Boston College High School
Creative Services, Inc. August 2014 - Present
GardaWorld Cash Services February 2014 - July 2014
Iron Mountain 2009 - 2013
The Home Depot April 2003 - March 2009
Quadstone, Inc 2000 - 2001
iCast 1999 - 2000
EquiServe 1993 - 1999
Skills
Account Management, Leadership, Management, Mergers & Acquisitions, P&L Management, Performance Management, Professional Services, Sales, Sales Operations, Strategy, Team Leadership, Training, Analysis, Profit, Income Statement, Contract Negotiation, Leadership Development, Employee Relations, Start-ups, Customer Service, Customer Satisfaction, Program Management, Project Management, P&L
Education
University of Massachusetts, Amherst 1989 — 1992
Bachelor of Science, Political Science
Bentley College - Elkin B. McCallum Graduate School of Business
Boston College High School
Jean O'Connell's EQUISERVE Experience 2000 - 2005
Job Experienced Accountant and Financial Services Professional
Industry Hospital & Health Care
Experience
Shaw's Supermarkets May 2011 - Present
VFW Post 3264 February 2012 - January 2014
Clinical Science Lab 2010 - 2010
Caritas Christi Health Care June 2005 - January 2009
Caritas Christi Health Care April 2001 - June 2005
Equiserve 2000 - 2005
Bank of Boston June 1976 - October 1998
Skills
Financial Analysis, Cash Management, GAAP, Corporate Actions, Account Reconciliation, Budgets, Financial Reporting, Process Improvement, General Ledger, Accounting, Microsoft Excel, Accounts Receivable, Financial Accounting, Healthcare, Forecasting, Project Management, Financial Services, Strategic Planning, Finance, Public Speaking, Public Relations, Community Outreach, Volunteer Management, Veterans Affairs, Product Marketing, Microsoft Word, QuickBooks, Product Demonstration, Accounts Payable, Customer Service, Analysis, Internal Audit, Risk Management
Education
University of Massachusetts Boston 1976 — 1980
BA
Stoughton High School 1973 — 1974
Shaw's Supermarkets May 2011 - Present
VFW Post 3264 February 2012 - January 2014
Clinical Science Lab 2010 - 2010
Caritas Christi Health Care June 2005 - January 2009
Caritas Christi Health Care April 2001 - June 2005
Equiserve 2000 - 2005
Bank of Boston June 1976 - October 1998
Skills
Financial Analysis, Cash Management, GAAP, Corporate Actions, Account Reconciliation, Budgets, Financial Reporting, Process Improvement, General Ledger, Accounting, Microsoft Excel, Accounts Receivable, Financial Accounting, Healthcare, Forecasting, Project Management, Financial Services, Strategic Planning, Finance, Public Speaking, Public Relations, Community Outreach, Volunteer Management, Veterans Affairs, Product Marketing, Microsoft Word, QuickBooks, Product Demonstration, Accounts Payable, Customer Service, Analysis, Internal Audit, Risk Management
Education
University of Massachusetts Boston 1976 — 1980
BA
Stoughton High School 1973 — 1974
Robert Venditti's EQUISERVE Experience October 2001 - December 2005
Job Director at Broadridge Financial Solutions
Industry Financial Services
Experience
Broadridge Financial Solutions December 2013 - Present
Broadridge November 2010 - December 2013
Broadridge January 2006 - November 2010
Equiserve October 2001 - December 2005
Eaton Vance December 1997 - September 2001
Skills
Investments, Strategic Planning, Relationship Management, Equities, Vendor Management, Operations Management, Mutual Funds, Business Analysis, Financial Services, Series 63, Team Leadership, Risk Management, Process Improvement, Business Process..., Project Management, Securities
Education
Boston College 1993 — 1997
BS, Business Administration/Marketing
Broadridge Financial Solutions December 2013 - Present
Broadridge November 2010 - December 2013
Broadridge January 2006 - November 2010
Equiserve October 2001 - December 2005
Eaton Vance December 1997 - September 2001
Skills
Investments, Strategic Planning, Relationship Management, Equities, Vendor Management, Operations Management, Mutual Funds, Business Analysis, Financial Services, Series 63, Team Leadership, Risk Management, Process Improvement, Business Process..., Project Management, Securities
Education
Boston College 1993 — 1997
BS, Business Administration/Marketing
Ed Radwinsky, MA, SPHR's EQUISERVE Experience 2000 - 2004
Job Associate Director, Human Resources at MedImmune/AstraZeneca
Industry Pharmaceuticals
Experience
MedImmune/AstraZeneca 2012 - Present
Merck & Co., Inc. 2004 - 2011
EquiServe 2000 - 2004
Staples 1998 - 2000
PennWell 1996 - 1998
Skills
Performance Management, Talent Management, Coaching, Personnel Management, Employee Relations, Change Management, Succession Planning, Human Resources, Workforce Planning, Management, Team Building, Process Improvement, Training, Recruiting, Cross-functional Team..., Project Management, Talent Acquisition, Strategic Planning, Organizational..., Benefits Administration, Strategy, Leadership
Education
University of Maryland College Park
BA, Psychology
University of Tulsa
MA, Industrial/Organizational Psychology
MedImmune/AstraZeneca 2012 - Present
Merck & Co., Inc. 2004 - 2011
EquiServe 2000 - 2004
Staples 1998 - 2000
PennWell 1996 - 1998
Skills
Performance Management, Talent Management, Coaching, Personnel Management, Employee Relations, Change Management, Succession Planning, Human Resources, Workforce Planning, Management, Team Building, Process Improvement, Training, Recruiting, Cross-functional Team..., Project Management, Talent Acquisition, Strategic Planning, Organizational..., Benefits Administration, Strategy, Leadership
Education
University of Maryland College Park
BA, Psychology
University of Tulsa
MA, Industrial/Organizational Psychology
Beth Ann Bligh's EQUISERVE Experience August 2003 - July 2004
Job Senior Claims Specialist at Arbella Insurance Group
Industry Insurance
Experience
Arbella Insurance Group March 2014 - Present
Travelers February 2013 - March 2014
Travelers Insurance November 2008 - February 2013
Travelers Insurance October 2005 - November 2008
The Premier Insurance Company of Massachusetts August 2004 - October 2005
Equiserve August 2003 - July 2004
Reebok International Ltd May 2001 - August 2002
Skills
Customer Service, Negotiation, Insurance, Claims, Liability, Claim, Casualty, Property Damage, Analysis, Casualty Insurance, Commercial Insurance, Legal Liability, Liability Analysis, Mediation, Personal Injury, Policy, Property
Education
Assumption College 1999 — 2003
B.A, Political Science;
Bridgewater Raynham Regional
Bridgewater Raynham Regional
Arbella Insurance Group March 2014 - Present
Travelers February 2013 - March 2014
Travelers Insurance November 2008 - February 2013
Travelers Insurance October 2005 - November 2008
The Premier Insurance Company of Massachusetts August 2004 - October 2005
Equiserve August 2003 - July 2004
Reebok International Ltd May 2001 - August 2002
Skills
Customer Service, Negotiation, Insurance, Claims, Liability, Claim, Casualty, Property Damage, Analysis, Casualty Insurance, Commercial Insurance, Legal Liability, Liability Analysis, Mediation, Personal Injury, Policy, Property
Education
Assumption College 1999 — 2003
B.A, Political Science;
Bridgewater Raynham Regional
Bridgewater Raynham Regional
Edward Zoubra's EQUISERVE Experience February 2001 - May 2002
Job Project Lead Claims Systems Development at EmblemHealth
Industry Insurance
Experience
EmblemHealth March 2011 - Present
EmblemHealth January 2006 - September 2010
EmblemHealth June 2002 - January 2006
Equiserve February 2001 - May 2002
AIG March 1995 - February 2001
Skills
SDLC, COBOL, DB2, CICS, Visio, VSAM, JCL, Requirements Analysis, Software Project..., Business Analysis, PMP, Vendor Management, Requirements Gathering, Mainframe, Fileaid
Education
Community College of Rhode Island
Associate's degree, Computer Science
EmblemHealth March 2011 - Present
EmblemHealth January 2006 - September 2010
EmblemHealth June 2002 - January 2006
Equiserve February 2001 - May 2002
AIG March 1995 - February 2001
Skills
SDLC, COBOL, DB2, CICS, Visio, VSAM, JCL, Requirements Analysis, Software Project..., Business Analysis, PMP, Vendor Management, Requirements Gathering, Mainframe, Fileaid
Education
Community College of Rhode Island
Associate's degree, Computer Science
Celeste Ellis's EQUISERVE Experience June 1998 - May 2002
Job Consumer Services Professional
Industry Consumer Services
Experience
Adecco Employment Services February 2008 - August 2009
Adecco Employment Services March 2006 - December 2007
Americans United for Life May 2003 - December 2005
Equiserve June 1998 - May 2002
Education
Essex County College 1986 — 1987
N/A, Business
Caldwell University 1985 — 1986
N/A, Business
Adecco Employment Services February 2008 - August 2009
Adecco Employment Services March 2006 - December 2007
Americans United for Life May 2003 - December 2005
Equiserve June 1998 - May 2002
Education
Essex County College 1986 — 1987
N/A, Business
Caldwell University 1985 — 1986
N/A, Business
Gemina Liburd's EQUISERVE Experience 2001 - 2006
Job Senior Financial Analyst at Medco
Industry Hospital & Health Care
Experience
Medco July 2008 - Present
EQUISERVE 2001 - 2006
Skills
Essbase, Variance Analysis, Hyperion Enterprise, Financial Analysis, Financial Modeling, Managed Care, Forecasting, Hyperion Planning, Process Improvement, Medicare, Medicare Part D, Financial Reporting, Medicaid, Pharmacy Benefit..., Financial Forecasting
Education
Southern Connecticut State University 1986 — 1990
Accouting
Medco July 2008 - Present
EQUISERVE 2001 - 2006
Skills
Essbase, Variance Analysis, Hyperion Enterprise, Financial Analysis, Financial Modeling, Managed Care, Forecasting, Hyperion Planning, Process Improvement, Medicare, Medicare Part D, Financial Reporting, Medicaid, Pharmacy Benefit..., Financial Forecasting
Education
Southern Connecticut State University 1986 — 1990
Accouting
Carl E Davis Jr's EQUISERVE Experience February 1989 - September 2001
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Volt Management Corp November 2007 - August 2011
Volt 2007 - 2011
Equiserve February 1989 - September 2001
Education
Per Scholas Institute for Technology 2011 — 2012
A+ Certification, Information Technology
Mercy College 1980 — 1986
Bachelor of Science, Marketing
Volt Management Corp November 2007 - August 2011
Volt 2007 - 2011
Equiserve February 1989 - September 2001
Education
Per Scholas Institute for Technology 2011 — 2012
A+ Certification, Information Technology
Mercy College 1980 — 1986
Bachelor of Science, Marketing
Taneen Hasty's EQUISERVE Experience April 1996 - September 2000
Job Financial Services Professional
Industry Financial Services
Experience
n/a Operations RepresentativeFidelity Investments2007 - 2012
Equiserve April 1996 - September 2000
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, JPM Chase Clearing..., Lexus Nexus
Education
Rutgers University 2003 — 2010
bachelors of science, Accounting
New York Techincal College 1990 — 1993
n/a Operations RepresentativeFidelity Investments2007 - 2012
Equiserve April 1996 - September 2000
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, JPM Chase Clearing..., Lexus Nexus
Education
Rutgers University 2003 — 2010
bachelors of science, Accounting
New York Techincal College 1990 — 1993
Louis Palladini's EQUISERVE Experience 1999 - 2003
Job Senior Auditor/Compliance and Risk Management/Accountant
Industry Financial Services
Experience
Massachusetts Department of Revenue February 2013 - June 2015
Computershare 2010 - 2012
Tutor Perini Corporation 2005 - 2010
Kforce 2004 - 2005
MetLife 2003 - 2004
EquiServe 1999 - 2003
Office of the State Auditor Suzanne M. Bump 1995 - 1999
Textron 1988 - 1994
State Street Bank 1986 - 1988
Skills
Internal Audit, Compliance, Risk Management, Risk Assessment, Internal Controls, Auditing, Accounting, Sarbanes-Oxley Act, General Ledger, Banking
Education
Northeastern University
Bachelor of Business Administration (BBA), Concentration: Finance
Massachusetts Department of Revenue February 2013 - June 2015
Computershare 2010 - 2012
Tutor Perini Corporation 2005 - 2010
Kforce 2004 - 2005
MetLife 2003 - 2004
EquiServe 1999 - 2003
Office of the State Auditor Suzanne M. Bump 1995 - 1999
Textron 1988 - 1994
State Street Bank 1986 - 1988
Skills
Internal Audit, Compliance, Risk Management, Risk Assessment, Internal Controls, Auditing, Accounting, Sarbanes-Oxley Act, General Ledger, Banking
Education
Northeastern University
Bachelor of Business Administration (BBA), Concentration: Finance
Barbara Rakes's EQUISERVE Experience December 1996 - May 2001
Job Training and Development Specialist at Computershare
Industry Financial Services
Experience
Computershare US June 2007 - Present
Vantage Deluxe World Travel July 2003 - June 2007
CitiStreet, Retirement Services Division May 2001 - August 2002
Equiserve December 1996 - May 2001
The Cooperative Bank 1992 - 1996
Skills
Coaching, Recruiting, Call Centers, Employee Training, Training, Financial Services, Vendor Management, Process Improvement, Leadership, Team Management, Customer Retention, Team Building, Customer Service, Microsoft Office, Risk Management, Team Leadership, Business Analysis
Education
Mount Saint Joseph Academy 1986 — 1990
High School Diploma
Emmanuel College
Computershare US June 2007 - Present
Vantage Deluxe World Travel July 2003 - June 2007
CitiStreet, Retirement Services Division May 2001 - August 2002
Equiserve December 1996 - May 2001
The Cooperative Bank 1992 - 1996
Skills
Coaching, Recruiting, Call Centers, Employee Training, Training, Financial Services, Vendor Management, Process Improvement, Leadership, Team Management, Customer Retention, Team Building, Customer Service, Microsoft Office, Risk Management, Team Leadership, Business Analysis
Education
Mount Saint Joseph Academy 1986 — 1990
High School Diploma
Emmanuel College
Bruce Stultz's EQUISERVE Experience January 2000 - June 2000
Job North American Virtualization Team Computershare
Industry Financial Services
Experience
Computershare US July 2000 - Present
Equiserve January 2000 - June 2000
Schneider Automation December 1999 - January 2000
Fidelity Investments April 1999 - November 1999
Staples March 1998 - February 1999
Staples January 1997 - March 1998
Staples January 1996 - December 1996
Staples May 1990 - December 1995
Skills
App-V, Citrix XenDesktop, Citrix XenApp, SCCM, Installshield Admin..., Wise Packaging Studio, Group Policy
Education
University of Massachusetts Boston 1986 — 1989
Business Management
Cambridge Rindge and Latin 1980 — 1985
Computershare US July 2000 - Present
Equiserve January 2000 - June 2000
Schneider Automation December 1999 - January 2000
Fidelity Investments April 1999 - November 1999
Staples March 1998 - February 1999
Staples January 1997 - March 1998
Staples January 1996 - December 1996
Staples May 1990 - December 1995
Skills
App-V, Citrix XenDesktop, Citrix XenApp, SCCM, Installshield Admin..., Wise Packaging Studio, Group Policy
Education
University of Massachusetts Boston 1986 — 1989
Business Management
Cambridge Rindge and Latin 1980 — 1985
Christopher Newland's EQUISERVE Experience November 1997 - July 2000
Job Senior Telecommunications Analyst
Industry Telecommunications
Experience
Boston Financial Data Services March 2008 - June 2014
State Street Research July 2000 - January 2006
EquiServe November 1997 - July 2000
Skills
Avaya Site..., Avaya Communication..., Avaya AES, Project Management, Technical Documentation, Microsoft Office, Lync, SharePoint, Creative Problem Solving, Customer Service, Disaster Recovery, Avaya CMS Supervisor, Software Documentation
Education
Florida Community College at Jacksonville
Boston Financial Data Services March 2008 - June 2014
State Street Research July 2000 - January 2006
EquiServe November 1997 - July 2000
Skills
Avaya Site..., Avaya Communication..., Avaya AES, Project Management, Technical Documentation, Microsoft Office, Lync, SharePoint, Creative Problem Solving, Customer Service, Disaster Recovery, Avaya CMS Supervisor, Software Documentation
Education
Florida Community College at Jacksonville