Fiserv, Investment Services
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Fiserv, Investment Services Employees
Microtech Staffing (SMS) July 2014 - January 2015
KCube IT Solutions Inc. March 2014 - May 2014
KCube IT Solutions Inc. January 2014 - May 2014
KCube IT Solutions Inc. May 2013 - December 2013
Fiserv Investment Services July 2012 - April 2013
Hertz Corporation May 2012 - June 2012
TeleManagers Technologies Inc. January 2012 - March 2012
IDT Corporation March 2011 - September 2011
KCube Consulting Services January 2011 - March 2011
Novartis Pharmaceuticals Corporation September 2010 - February 2011
Skills
Java, Visual Basic, Oracle, Microsoft Office, MySQL, SAP, SDLC, Business Analysis, ASAP, Analysis, User Acceptance Testing, Project Management, Quality Assurance, Business Process, Visio, Testing, Technical Recruiting, Software Documentation, Databases, Photoshop, MS Office, Adobe Photoshop, HTML & PHP, MS Excel Pivot Tables
Education
New Jersey Institute of Technology 2010 — 2013
Bachelor of Science (BS), Business Information Systems
Fiserv May 2013 - Present
Fiserv Investment Services January 2010 - January 2012
Fiserv April 2009 - April 2010
CheckFree, now part of Fiserv October 2007 - April 2009
CheckFree April 2003 - March 2007
CheckFree June 2002 - April 2003
CheckFree April 1999 - June 2002
CheckFree Investment Services June 1997 - April 1999
Radnor Capital January 1995 - June 1997
Turner Investment Partners June 1992 - January 1995
Skills
Requirements Analysis, SDLC, Business Analysis, Process Improvement, Software Project..., Strategy, CRM, Program Management, Management, Vendor Management, Analytics, Integration, Business Process..., ITIL, Leadership, Requirements Gathering, IT Strategy, Enterprise Architecture, Business Intelligence, Project Management, Visio, Cross-functional Team..., SQL, Change Management, PMP, Software Documentation, Agile Methodologies, Enterprise Software, PMO, Product Management, Project Portfolio..., Business Process, Risk Management, Quality Assurance, Outsourcing, Business Requirements, SaaS, IT Management, Software Development, Analysis, SharePoint, MS Project, Databases, Agile Project Management, Disaster Recovery, Resource Management
Education
West Chester University of Pennsylvania 1990 — 1993
Bob Jones University 1988 — 1989
Lewisburg 1987 — 1988
Watsontown Christian Academy 1974 — 1987
Fiserv January 2015 - Present
Bank of America November 2013 - November 2014
CheckFree Investment Services February 2004 - November 2013
Fiserv Investment Services February 2004 - November 2013
Fiserv January 2004 - November 2013
IntePros Consulting July 2003 - January 2004
The Bradford Exchange September 2000 - July 2003
BGE, Ltd. September 2000 - July 2003
The Bradford Group January 2000 - July 2003
Renaissance, Inc March 1996 - September 2000
Skills
System Administration, Ksh, Unix, AIX, SQL, SDLC, Perl, Solaris, Linux, Disaster Recovery, Unix Shell Scripting, Oracle, Business Analysis, Shell Scripting, Requirements Analysis, Visio, Integration, Autosys, Data Modeling, Microsoft SQL Server, Informatica PowerCenter, Pentaho Data Integration, Powershell, MySQL, PHP, Software Development, Databases, Testing, ETL, Servers, Data Warehousing, Java, Operating Systems, HTML, Architecture, Database Design, DB2, Agile Methodologies, Architectures, Enterprise Architecture
Education
Purdue University 1983 — 1987
BS, Chemistry
Purdue University 1983 — 1987
B.S, Chemistry
Fiserv Investment Services August 2012 - Present
SunGard January 2005 - June 2006
CheckFree Investment Services August 1997 - July 1999
SunGard November 1989 - July 1997
Skills
Customer-focused Service, Fixed Income, Trading, Asset Management, Relationship Management
Education
Rutgers, The State University of New Jersey-New Brunswick
Fiserv Investment Services January 2007 - Present
CheckFree Investment Services June 2004 - January 2007
CheckFree Investment Services June 2002 - June 2004
CheckFree Investment Services August 2000 - June 2002
Skills
Trading Systems, Wealth Management, Portfolio Management, Financial Services, Vendor Management, Process Improvement, Unix, Business Process, Requirements Analysis, Business Analysis, Requirements Gathering, Business Requirements, Analysis, Asset Management
Education
Elmhurst College 2009 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General
Northern Illinois University 1992 — 1995
Bachelor's of Science, Economics
Viju 2012 - Present
Fiserv Investment Services 2007 - 2011
Radvision Inc. 2000 - 2006
Dolan Wohlers Inc. 1984 - 2000
Education
Montclair State University
BS, Accounting
Information Control Company June 2014 - Present
Fiserv Investment Services August 2011 - March 2014
Fiserv Investment Services April 2008 - August 2011
Fiserv January 2006 - August 2008
JP Morgan Chase March 2003 - December 2005
Bank One 1995 - 2003
Skills
Vendor Management, Business Analysis, Project Management, SDLC, Requirements Analysis, Requirements Gathering, MS Project, Financial Services, Process Improvement, Business Process..., Software Project..., Analysis, ITIL, Business Intelligence, Project Delivery, Integration, Cross-functional Team..., Program Management, Change Management, PMO, IT Strategy, Management, SQL, Product Management, CRM, Consulting
Education
Villanova University 2014 — 2014
Project Management Professional Certification
Jefferson Community College 1981 — 1984
Rainmaker Associates, LLC August 2012 - Present
Fiserv Investment Services June 2011 - July 2012
QuoteMedia March 2009 - June 2011
Informa Investment Solutions July 2006 - December 2008
Spectra Securities Software 2000 - 2006
Reuters America Inc. 1989 - 2000
Skills
CRM, Salesforce.com, Management, SaaS, Solution Selling, Financial Services, Enterprise Software, Business Development, Portfolio Management, Relationship Management, Team Leadership, Analytics, Project Management, Sales, Strategic Planning, Business Analysis, Strategy, Asset Management, Investments, Risk Management, Wealth Management, Leadership, Strategic Partnerships, Sales Management
Education
Cedarville University 1981 — 1985
BA, Chemistry/Pre-med
Good Samaritan Hospital 1983 — 1984
EMT-P, Emergency Medicine / Paramedic
Byron-Bergen High School 1977 — 1981
College Prep
Fiserv Investment Services 2004 - Present
Fiserv Investment Services 1998 - 2004
Fiserv Investment Services (Security APL) 1996 - 1998
Offitbank 1991 - 1996
Skills
Relationship Management, Portfolio Management, Product Development, Business Development, SDLC, Project Portfolio..., Management, Product Management, IT Strategy, Process Improvement, Analysis, Financial Services, Business Requirements, Vendor Management, Business Analysis, Software Project..., Data Analysis, Requirements Analysis, Requirements Gathering, Business Intelligence, Strategy, Business Process, Agile Methodologies, Visio, Mutual Funds, Business Strategy, Investments, Trading Systems, Strategic Partnerships, CRM, Integration, Program Management, Project Management, Equities, Cross-functional Team..., Business Process..., Fixed Income, Software Documentation, Leadership, Software Development, Finance, SaaS, Salesforce.com, Consulting, Team Leadership, Analytics, Customer Service, Agile Project Management
Education
Stevens Institute of Technology 2007 — 2012
MS, Technology Management, 3.889
Ramapo College of NJ
BS, Major: Finance Minor: Int'l Business, 4.0
Cambridge Investment Research June 2013 - Present
Fiserv Investment Services January 2009 - 2013
Citi Wealth Management September 2006 - December 2008
Solomon Smith Barney / Citigroup July 2000 - September 2006
Bear Stearns &Co. July 1999 - July 2000
Oppenheimer Capital March 1996 - June 1999
Government September 1976 - March 1996
Skills
Enterprise Architecture, SDLC, Program Management, Investment Banking, Architecture, Cross-functional Team..., Software Development, SOA, Data Center, PMO, Web Services, Agile Methodologies, Software Project..., Disaster Recovery, Project Management, Product Management, Requirements Gathering, Business Analysis, Requirements Analysis, Certified SCRUM Master, Unix, Strategy, Business Process, Architectures, Scrum
Education
New York University 1979 — 1982
Masters, Financial Management and Organization Development
Kansas Wesleyan University 1969 — 1972
BA, Philosophy / English
Burson-Marsteller January 2014 - Present
Quintiles June 2011 - January 2014
Fiserv Investment Services August 2007 - June 2011
Bristol Myers Squibb March 2007 - August 2007
Standard & Poor's November 2005 - March 2007
EMI Music Publishing May 1999 - November 2005
Skills
Risk Management, Process Improvement, Management, Project Coordination, Team Building, Leadership, Contract Negotiation, Contract Management, Training, Cross-functional Team..., Mergers, Policy
Education
Concord Law School - Kaplan University 1999 — 2004
Executive Jurisprudence Doctorate, Law
New York University 1997 — 1999
Master of Arts, Music & Entertainment Professions
Berklee College of Music 1993 — 1995
Bachelor of Arts, Music Business/Management
JPMorgan Chase July 2011 - Present
Fiserv Investment Services September 2007 - July 2011
Credit Suisse Securities USA September 2005 - September 2007
Education
Columbia University in the City of New York 2008 — 2010
MS, Technology Management
Wake Forest University - Babcock Graduate School of Management 2005 — 2007
MBA
Delhi University
Bachelor's of Commerce, Accounting
Altegrity 2013 - Present
JS Dubow CPA 2012 - 2014
D&B 2010 - 2012
Fiserv Investment Services 2007 - 2010
Ingersoll Rand 1991 - 2007
A&P 1988 - 1991
SmithKline Beecham 1983 - 1988
Kings Super Markets 1981 - 1983
Horizon Blue Cross Blue Shield of NJ 1980 - 1981
Skills
New Business Development, Corporate Accounting, Financial Reporting, Corporate Financial..., Strategic Planning, Corporate Budgeting, Forecasting, Corporate Finance, SEC Filings, Mergers & Acquisitions..., Sarbanes-Oxley, Internal Controls, P&L Financial Management, Revenue Recognition, Pricing, Expense Management, Balance Sheet Review, Working Capital..., Cash Flow Forecasting, Performance Metrics, Financial Close Process, Global Operations, Project Management, Six Sigma Black Belt, Business Process..., Process Improvement, Change Management, Problem Solving, Training, Recruiting, Team Leadership, Team Building, Mentoring, Six Sigma, Analysis, Analytics, Auditing, Business Planning, Cross-functional Team..., Due Diligence, Executive Management, Finance, Financial Analysis, Financial Modeling, Leadership, Management, Mergers, P, SEC filings, Sarbanes-Oxley Act
Education
Fairleigh Dickinson University-Metropolitan Campus 1985 — 1988
MBA, Accounting & Tax
Montclair State University 1978 — 1980
BS, Accounting
University of Dayton 1975 — 1978
Accounting
Full Visibility LLC November 2014 - Present
TMW Systems January 2012 - November 2014
Fiserv Investment Services October 2007 - January 2012
FIS Field Services July 2005 - October 2007
Ohio Aerospace Institute May 2002 - July 2005
Skills
.NET, SQL, C#, Java, Windows, Microsoft SQL Server, ASP.NET, VB.NET, Visual Studio
Education
Case Western Reserve University 1998 — 2002
BSE, Computer Engineering
Fiserv Investment Services May 2006 - December 2010
Affiliated Computer Services (ACS) (Formerly Mellon Human Resource & Investor Solutions) April 2002 - April 2006
Mellon Human Resource & Investor Solutions September 1995 - March 2002
Skills
Customer Satisfaction, Data Analysis, Executive Management, Human Resources, Outsourcing, Project Management, Six Sigma, Team Leadership, Vendor Management, Process Improvement, Leadership, Business Process...
Education
Manhattan College 1990 — 1994
Bachelor's degree, Finance and Marketing
Fiserv Investment Services September 2014 - Present
Fiserv Investment Solutions January 2012 - September 2014
Fiserv Investment Services October 2010 - January 2012
Fiserv January 2010 - September 2010
Fiserv ISS May 2009 - January 2010
Skills
Financial Services, Strategy, Business Analysis, CRM, Product Marketing, SDLC, Vendor Management, Integration, Leadership
Education
Saint Michael's College 1987 — 1991
BA, Economics
Fiserv Investment Services April 2014 - Present
Kurt Salmon October 2008 - September 2013
Satyam 2006 - September 2008
Bank of New York 2002 - 2005
Osprey Partners 1997 - 2001
CheckFree Investment Services 1991 - 1997
Security APL Inc. June 1990 - March 1995
Reuters 1987 - 1989
Skills
Wealth Management, Business Strategy, Retail Asset Management, Private Banking, Enterprise Architecture, Business Architecture, Program Management, Management Consulting, Business Process..., Financial Services, Asset Management, Business Transformation, Executive Management, Finance, Investments, IT Strategy, Project Portfolio..., Strategy, Business Analysis, Product Development, Investment Banking, Financial Advisory
Education
Boston University 1980 — 1986
Fiserv, Investment Services 1999 - Present
PriceWaterhouseCoopers 1998 - 1999
Checkfree Investment Services 1995 - 1998
MetLife 1988 - 1995
Education
The Ohio State University 1981 — 1987
B.S, M.A.S., Applied Statistics
SunGard Financial Systems April 2015 - Present
Sungard XSP November 2013 - April 2015
Advice IQ June 2013 - October 2013
Paragon Solutions November 2012 - May 2013
Fiserv Investment Services April 2011 - November 2012
Broadridge Financial Solutions July 2005 - April 2011
US Clearing May 2000 - June 2005
Northport Securities April 1999 - May 2000
Credit Suisse December 1997 - April 1999
Skills
Financial Services, Relationship Management, Business Analysis, Vendor Management, Equities, Banking, Account Management, Risk Management, Business Development, CRM, Sales, Outsourcing, Strategy, Business Strategy, Product Management, Business Process..., Executive Management, Portfolio Management, SaaS, Process Improvement
Education
Rutgers, The State University of New Jersey-Newark 1993 — 1997
BA, Marketing
Fair Lawn
AT&T Labs, Inc. September 2010 - Present
Bullseye Technology LLC April 2008 - Present
KPMG July 2010 - September 2010
CheckFree January 2005 - July 2010
Fiserv January 2005 - July 2010
Fiserv Investment Services January 2005 - July 2010
Pfizer 2003 - January 2005
Verizon Wireless 1999 - 2001
Skills
SQL Server 2000-2008, SQL Server, VMware, Windows Server 2008, vSphere, Data Center, Servers, Cluster, HP, Virtualization, Disaster Recovery, IIS, Solaris, DNS, Solution Architecture, Cloud Computing, Windows Server, Blackberry Enterprise..., Hyper-V, Enterprise Architecture, Android, Microsoft SQL Server, Unix, VMware ESX, Microsoft Technologies, iOS, Integration, Storage, Microsoft Exchange, Architecture, Databases, Technical Support, Software Documentation, High Availability, System Deployment, SAN, Server Architecture, Storage Area Networks, TCP/IP, Architectures, VMware vSphere
Education
Montclair State University 1995 — 2000
Bachelor's degree, Political Science and Government
Fiserv Investment Services April 2011 - Present
Fiserv Investment Services October 2002 - April 2011
Prudential Financial May 2001 - November 2001
Deutsche Bank August 2000 - May 2001
Deutsche Bank May 1999 - August 2000
Skills
Business Analysis, SDLC, Trading Systems, Managed Accounts, Business Requirements, Process Improvement, Securities, Equities, Product Development, MS Project, Problem Solving, Financial Markets, Accounting, Visio, Performance Measurement, Derivatives, Fixed Income, Mutual Funds, Managing Accounts, Requirements Analysis
Education
Baruch College, City University of New York (CUNY)
MBA, Finance
Latvijas Universitate
English
Fiserv, Investment Services September 2013 - Present
Bloomberg November 2000 - September 2013
Baker & McKenzie 1997 - November 2000
Kaye Scholer LLP 1995 - 1997
Skills
Securities Regulation, Corporate Governance, Securities, Corporate Law, Finance, Licensing, Mergers & Acquisitions, Capital Markets, Due Diligence, Contract Negotiation, Intellectual Property, Joint Ventures, Privacy Law, International Law, Private Equity, Japanese, Software Licensing, Employment Law, Venture Capital, Cloud Computing, SaaS, Sales Process, Financial Services, market data
Education
Rutgers University School of Law - Newark 1992 — 1996
Juris Doctorate, Law
University of Michigan 1987 — 1991
Bachelor of Science (BS), Political Science and Government
Fiserv October 2011 - Present
Fiserv Investment Services July 1998 - October 2011
Skills
Web Services, Software Development, SDLC, Requirements Analysis, Unix
Education
Stevens Institute of Technology 2000 — 2004
Masters, Software Engineering
Rutgers University-New Brunswick 1993 — 1998
BS, Computer Science
OpenText May 2011 - Present
Fiserv Investment Services July 2010 - 2011
Microsoft October 2006 - December 2009
SUN Microsystems 1996 - 1998
Education
Lehigh University
BA, Finance
SSG, Ltd. May 2011 - August 2012
Penson Financial Services May 2010 - May 2011
Fiserv Investment Services January 2008 - January 2010
Bank of New York Mellon October 2006 - December 2007
JP Morgan Chase May 2002 - September 2006
Citizens Communications September 1998 - November 2001
Skills
Vendor Management, Visio, Project Management, Process Improvement, SDLC, Program Management, Business Analysis, Information Technology, Change Management, Software Project..., Recruiting, Leadership, Telecommunications, Talent Acquisition, CRM
Education
The University of Dallas 2000 — 2001
MM, Telecommunications
Texas A&M University-Commerce 1995 — 1996
MBA, Internationl Business
Stephen F. Austin State University 1989 — 1993
BBA, Management
Bank of America Merrill Lynch September 2013 - Present
Fiserv Investment services August 2011 - September 2013
Duane Reade February 2009 - August 2011
Skills
Portfolio Management, Business Analysis, Risk Management, Data Analysis, Project Management, Equities, Financial Modeling, Trading Systems, Unix, Financial Analysis, Enterprise Risk..., Business Process..., Wealth Management, Project Portfolio..., SharePoint, Finance, Analysis, Access, Business Development, Vendor Management, Strategic Planning, Management
Education
Iona College 2010 — 2013
MBA, Finance & Information Systems, 3.8
Kwame Nkrumah' University of Science and Technology, Kumasi 2001 — 2005
Bachelor's Degree, Physics
Fiserv Investment Services September 2012 - Present
Broadridge March 2005 - September 2012
SunGard Investment Management 1987 - 2002
Skills
Financial Reporting, Cash Management, Financial Modeling, Strategic Financial..., Financial Analysis, Strategy, Strategic Planning, Corporate Finance, Finance, Forecasting, Budgets, Sarbanes-Oxley Act, Cost Accounting, Leadership, Analysis, Management, Managerial Finance, Financial Planning, Variance Analysis
Education
Seton Hall University
BS, Finance
The Centech Group March 2007 - Present
The Centech Group March 2007 - Present
Fiserv Investment Services March 2000 - March 2007
Fiserv Investment Services March 2000 - March 2007
Skills
Apprenticeship..., Proficient with...
Education
Colorado School of Trades 2002 — 2004
Associate’s Degree Applied Science, Mechanical Sciences, 3.2