Fiserv Securities, Inc.
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Fiserv Securities, Inc. Employees
Employee
Years
Job
Industry
Constance Lechler, MBA Constance Lechler, MBA's Fiserv Securities, Inc. Experience January 2003 - February 2005
Job Team Specialist MI Administration
Industry Financial Services
Experience
Radian April 2015 - Present
PHH Mortgage January 2013 - April 2015
PHH Mortgage July 2010 - January 2013
PHH Mortgage June 2009 - July 2010
PHH Mortgage April 2008 - June 2009
PHH Mortgage February 2005 - April 2008
Fiserv Securities, Inc. January 2003 - February 2005
Skills
Credit, Fraud, Loans, Mortgage Banking, Mortgage Lending, Credit Risk, Residential Mortgages, Loss Mitigation, Loan Origination, Banking, Credit Analysis, Financial Services, Retail Banking, Financial Risk, Underwriting
Education
Association of Certified Fraud Examiners 2015 — 2015
Pursuing Certified Fraud Examiner Designation
Villanova University 2013 — 2014
Six Sigma Green Belt, Financial Services
Rutgers, The State University of New Jersey-Camden 2007 — 2010
Master of Business Administration (MBA)
Rowan University 1998 — 2001
Bachelor of Arts (BA), Political Science and Government
Radian April 2015 - Present
PHH Mortgage January 2013 - April 2015
PHH Mortgage July 2010 - January 2013
PHH Mortgage June 2009 - July 2010
PHH Mortgage April 2008 - June 2009
PHH Mortgage February 2005 - April 2008
Fiserv Securities, Inc. January 2003 - February 2005
Skills
Credit, Fraud, Loans, Mortgage Banking, Mortgage Lending, Credit Risk, Residential Mortgages, Loss Mitigation, Loan Origination, Banking, Credit Analysis, Financial Services, Retail Banking, Financial Risk, Underwriting
Education
Association of Certified Fraud Examiners 2015 — 2015
Pursuing Certified Fraud Examiner Designation
Villanova University 2013 — 2014
Six Sigma Green Belt, Financial Services
Rutgers, The State University of New Jersey-Camden 2007 — 2010
Master of Business Administration (MBA)
Rowan University 1998 — 2001
Bachelor of Arts (BA), Political Science and Government
Marc Dippolito Marc Dippolito's Fiserv Securities, Inc. Experience June 2003 - October 2004
Job Internal Consultant at Delaware Investments, a member of the Macquarie Group
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group January 2013 - Present
Miller Tabak April 2008 - December 2012
McNamara Trading Co. November 2004 - March 2008
Fiserv Securities Inc. June 2003 - October 2004
Skills
Options, Equities, Trading Systems, Equity Trading, ETFs, Equity Research, Series 7, Bloomberg, Series 63, Trading, Program Trading, Series 55, Series 3, Fidessa, Tethys, Lava, Color Palette, Research Sales, Series 65, FactSet, Sales, Relationship Management, Mutual Funds, fixed income, Salesforce.com, Morningstar, Bonds, Equity Derivatives, Research, Fixed Income, Alternative Investments, Derivatives, Investment Strategies, Capital Markets, Trading Strategies, Financial Markets, Electronic Trading, Portfolio Management
Education
Penn State University 1999 — 2003
B.S., Finance
Conwell-Egan Catholic High School 1995 — 1999
Delaware Investments, a member of the Macquarie Group January 2013 - Present
Miller Tabak April 2008 - December 2012
McNamara Trading Co. November 2004 - March 2008
Fiserv Securities Inc. June 2003 - October 2004
Skills
Options, Equities, Trading Systems, Equity Trading, ETFs, Equity Research, Series 7, Bloomberg, Series 63, Trading, Program Trading, Series 55, Series 3, Fidessa, Tethys, Lava, Color Palette, Research Sales, Series 65, FactSet, Sales, Relationship Management, Mutual Funds, fixed income, Salesforce.com, Morningstar, Bonds, Equity Derivatives, Research, Fixed Income, Alternative Investments, Derivatives, Investment Strategies, Capital Markets, Trading Strategies, Financial Markets, Electronic Trading, Portfolio Management
Education
Penn State University 1999 — 2003
B.S., Finance
Conwell-Egan Catholic High School 1995 — 1999
Jennifer A. Bouton, AWMA Jennifer A. Bouton, AWMA's Fiserv Securities, Inc. Experience January 1997 - January 2000
Job Senior VP of Supervision | Compliance and Risk Management
Industry Financial Services
Experience
Bank of America Merrill Lynch November 2012 - Present
Bank of America Merrill Lynch March 2011 - November 2012
CAM, Inc. October 2009 - February 2011
Comprehensive Investment Solutions, LLC December 2002 - August 2009
Janney Montgomery Scott, LLC January 2000 - January 2002
Fiserv Securities Inc January 1997 - January 2000
D.H. Blair & Co., Inc January 1995 - January 1996
Skills
Series 7, Investments, Financial Services, Customer Service, Investment Banking, Securities, Strategic Financial..., Data Entry, File Management, Microsoft Office, Team Leadership, Mutual Funds, Portfolio Management, Series 63, Database Administration, Risk Management, Retirement Planning, Fundraising, Series 65, Options, FINRA, Executive Management, Management, series 9, series 10, Trading Operations, Investment Strategies, Financial Advisory, Wealth Management, Series 24, Equities, AWMA, Alternative Investments, Investment Advisory, Finance, Leadership, Financial Risk, Fixed Income, Trading, Asset Management, Asset Allocation
Education
College for Financial Planning 2014 — 2014
Accredited Wealth Management Advisor (AWMA)
Jones International University 2003 — 2007
BBA Corporate Finance
College for Financial Planning 2006 — 2007
Certificate
Cairn University 1992 — 1994
Associates
New England College of Business and Finance 2015 — 2016
Master’s Degree
Bank of America Merrill Lynch November 2012 - Present
Bank of America Merrill Lynch March 2011 - November 2012
CAM, Inc. October 2009 - February 2011
Comprehensive Investment Solutions, LLC December 2002 - August 2009
Janney Montgomery Scott, LLC January 2000 - January 2002
Fiserv Securities Inc January 1997 - January 2000
D.H. Blair & Co., Inc January 1995 - January 1996
Skills
Series 7, Investments, Financial Services, Customer Service, Investment Banking, Securities, Strategic Financial..., Data Entry, File Management, Microsoft Office, Team Leadership, Mutual Funds, Portfolio Management, Series 63, Database Administration, Risk Management, Retirement Planning, Fundraising, Series 65, Options, FINRA, Executive Management, Management, series 9, series 10, Trading Operations, Investment Strategies, Financial Advisory, Wealth Management, Series 24, Equities, AWMA, Alternative Investments, Investment Advisory, Finance, Leadership, Financial Risk, Fixed Income, Trading, Asset Management, Asset Allocation
Education
College for Financial Planning 2014 — 2014
Accredited Wealth Management Advisor (AWMA)
Jones International University 2003 — 2007
BBA Corporate Finance
College for Financial Planning 2006 — 2007
Certificate
Cairn University 1992 — 1994
Associates
New England College of Business and Finance 2015 — 2016
Master’s Degree
Albert Shenko Albert Shenko's Fiserv Securities, Inc. Experience March 2004 - February 2005
Job Head of Equity Finance at TFS Capital
Industry Financial Services
Experience
TFS Capital July 2013 - Present
S&P Dow Jones Indices January 2012 - June 2013
Bank of New York Mellon December 2009 - January 2012
Susquehanna International Group, LLP February 2005 - September 2008
Fiserv Securities, Inc March 2004 - February 2005
Skills
Securities Lending, VBA, SQL, Global Custody, Trade Operations, Database Administration, Microsoft Excel, Index Arbitrage, ETFs, Indexing, Hedge Funds, Proprietary Trading, Corporate Actions, Independent Thinking, Innovation, Process Automation, Microsoft Office, Outlook, Lotus Notes, Access, P&L Responsibility, Index Management, Microsoft SQL Server, Bloomberg, Commodity Risk..., Trading, Foreign Currency, Mutual Funds, Equities
Education
Drexel University 2002 — 2009
BS, BA
Drexel University
BSBA
TFS Capital July 2013 - Present
S&P Dow Jones Indices January 2012 - June 2013
Bank of New York Mellon December 2009 - January 2012
Susquehanna International Group, LLP February 2005 - September 2008
Fiserv Securities, Inc March 2004 - February 2005
Skills
Securities Lending, VBA, SQL, Global Custody, Trade Operations, Database Administration, Microsoft Excel, Index Arbitrage, ETFs, Indexing, Hedge Funds, Proprietary Trading, Corporate Actions, Independent Thinking, Innovation, Process Automation, Microsoft Office, Outlook, Lotus Notes, Access, P&L Responsibility, Index Management, Microsoft SQL Server, Bloomberg, Commodity Risk..., Trading, Foreign Currency, Mutual Funds, Equities
Education
Drexel University 2002 — 2009
BS, BA
Drexel University
BSBA
Dennis Kasun Dennis Kasun's Fiserv Securities, Inc. Experience April 1999 - August 2003
Job
Industry Financial Services
Experience
Home September 2003 - Present
Fiserv Securities, Inc. April 1999 - August 2003
Fiserv 1999 - 2002
Societe Generale 1992 - 1997
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets, Negotiation, Editing
Education
University of Notre Dame 1957 — 1961
BS, Mechanical Engineering
Home September 2003 - Present
Fiserv Securities, Inc. April 1999 - August 2003
Fiserv 1999 - 2002
Societe Generale 1992 - 1997
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets, Negotiation, Editing
Education
University of Notre Dame 1957 — 1961
BS, Mechanical Engineering
Anil Jampana Anil Jampana's Fiserv Securities, Inc. Experience 2002 - 2004
Job Vice President, Head of Technology
Industry Food & Beverages
Experience
Acurian September 2015 - Present
Nutrisystem, Inc. (Top 100 Internet Retailer) March 2006 - September 2015
Fidelity Investments December 2004 - March 2006
Fiserv Securities, Inc 2002 - 2004
Cingular Wireless January 2001 - September 2002
Skills
Team Building, Strategic Planning, Budgeting, Disaster Recovery, SDLC, Leadership Development, Financial Planning, Compliance, Change Management, Contract Negotiation, Program Management, Event Planning, Event Management, Vendor Management, Vendor Relations, Procurement, Business Objects, Business Intelligence, Operational Excellence, Hosting, High Availability, B2B eCommerce, Human Capital Management, Resource Management, Efficiency Improvement, Process Improvement, Executive Management, Senior Executives, Visionary, Technology Development, Network Security, Computer Security, Budgets, Leadership, Quality Assurance, Oracle, Strategic Financial..., Databases, Business Analysis, Project Planning, Management, Data Center, E-commerce, B2B, Microsoft SQL Server, Security, Analysis, Telecommunications, Personnel Management, Fraud Prevention
Education
West Virginia University 1993 — 1994
MSCE
Kakatiya University 1987 — 1991
BSCE
HPS, Begumpet 1975 — 1987
High School Diploma
Acurian September 2015 - Present
Nutrisystem, Inc. (Top 100 Internet Retailer) March 2006 - September 2015
Fidelity Investments December 2004 - March 2006
Fiserv Securities, Inc 2002 - 2004
Cingular Wireless January 2001 - September 2002
Skills
Team Building, Strategic Planning, Budgeting, Disaster Recovery, SDLC, Leadership Development, Financial Planning, Compliance, Change Management, Contract Negotiation, Program Management, Event Planning, Event Management, Vendor Management, Vendor Relations, Procurement, Business Objects, Business Intelligence, Operational Excellence, Hosting, High Availability, B2B eCommerce, Human Capital Management, Resource Management, Efficiency Improvement, Process Improvement, Executive Management, Senior Executives, Visionary, Technology Development, Network Security, Computer Security, Budgets, Leadership, Quality Assurance, Oracle, Strategic Financial..., Databases, Business Analysis, Project Planning, Management, Data Center, E-commerce, B2B, Microsoft SQL Server, Security, Analysis, Telecommunications, Personnel Management, Fraud Prevention
Education
West Virginia University 1993 — 1994
MSCE
Kakatiya University 1987 — 1991
BSCE
HPS, Begumpet 1975 — 1987
High School Diploma
Aymee O'Neill's Fiserv Securities, Inc. Experience 1998 - 2004
Job Human Resources Payroll Manager
Industry Accounting
Experience
Zumba February 2015 - Present
AdvoCare March 2013 - Present
Liberty Resources Home Choices January 2013 - October 2014
Liberty Resources Inc May 2010 - January 2013
Liberty Resources January 2009 - June 2010
Liberty Resources, Inc July 2008 - January 2009
Liberty Resources, Inc January 2006 - July 2008
Fiserv Securities, Inc 1998 - 2004
Skills
Non-profits, Benefits Administration, ADP Payroll, Customer Service, HRIS, Employee Relations, Employee Training, Analysis, Microsoft Excel, Nonprofits, Accounts Receivable, Human Resources, Accounting, Outlook, Payroll, Employee Benefits, Management, Public Speaking, Training, Team Building
Education
Peirce College 1992 — 1994
Associate's Degree, Accounting, Magna Cum Laude
Zumba February 2015 - Present
AdvoCare March 2013 - Present
Liberty Resources Home Choices January 2013 - October 2014
Liberty Resources Inc May 2010 - January 2013
Liberty Resources January 2009 - June 2010
Liberty Resources, Inc July 2008 - January 2009
Liberty Resources, Inc January 2006 - July 2008
Fiserv Securities, Inc 1998 - 2004
Skills
Non-profits, Benefits Administration, ADP Payroll, Customer Service, HRIS, Employee Relations, Employee Training, Analysis, Microsoft Excel, Nonprofits, Accounts Receivable, Human Resources, Accounting, Outlook, Payroll, Employee Benefits, Management, Public Speaking, Training, Team Building
Education
Peirce College 1992 — 1994
Associate's Degree, Accounting, Magna Cum Laude
Ryan O'Keefe Ryan O'Keefe's Fiserv Securities, Inc. Experience September 2004 - March 2005
Job Associate Compliance Analyst at Jefferies
Industry Financial Services
Experience
Jefferies April 2014 - July 2015
IntercontinentalExchange, Inc. June 2008 - December 2013
New York Board of Trade June 2005 - January 2007
Fiserv Securities, Inc. September 2004 - March 2005
FSG Trading May 2002 - September 2002
Skills
Trading, Fixed Income, Derivatives, Equities, Bloomberg, SMARTS, Commodity Markets, Compliance, Trade Operations, Reuters, Surveillance, Risk Management, Technical Support, Technology, Futures, Electronics, Microsoft Excel
Education
Drexel University 2002 — 2007
Bachelor of Science (BS), Finance
Glen Ridge High School 1998 — 2002
Jefferies April 2014 - July 2015
IntercontinentalExchange, Inc. June 2008 - December 2013
New York Board of Trade June 2005 - January 2007
Fiserv Securities, Inc. September 2004 - March 2005
FSG Trading May 2002 - September 2002
Skills
Trading, Fixed Income, Derivatives, Equities, Bloomberg, SMARTS, Commodity Markets, Compliance, Trade Operations, Reuters, Surveillance, Risk Management, Technical Support, Technology, Futures, Electronics, Microsoft Excel
Education
Drexel University 2002 — 2007
Bachelor of Science (BS), Finance
Glen Ridge High School 1998 — 2002
Lee (Swanson) Shimaitis Lee (Swanson) Shimaitis's Fiserv Securities, Inc. Experience September 2002 - May 2005
Job Medical Programs Project Manager at ACE Group
Industry Information Technology and Services
Experience
ACE Group January 2015 - Present
ACE Group May 2011 - January 2015
Premier Prizm Solutions November 2010 - April 2011
Colonial Electric January 2010 - July 2010
Colonial Electric Supply January 2007 - January 2010
Colonial Electric Supply May 2005 - January 2007
Fiserv Securities Inc September 2002 - May 2005
Philadelphia Ronald McDonald House September 2001 - March 2002
Blank Rome LLP 2001 - 2002
Skills
Analysis, Project Management, Management, Leadership, Business Analysis, Strategic Planning, Project Planning, Process Improvement, Microsoft Excel, Negotiation, Purchasing, Team Building, Project Coordination, Vendor Management, Budgets, Software Documentation, Access, Time Management, Account Management, Business Process..., Sales, Customer Service, Program Management, Cross-functional Team..., Risk Management, Pricing, MS Project, Succession Planning, Operations Management, Team Leadership, Training, Data Analysis, Inventory Management, Sarbanes-Oxley Act, SSAE 16, Internal Controls, Internal Audit, External Audit, IT Audit
Education
Villanova University 2008 — 2008
Masters Certificate, Applied Project Management
Drexel University 1999 — 2004
BS, Business - Management Information Systems
ACE Group January 2015 - Present
ACE Group May 2011 - January 2015
Premier Prizm Solutions November 2010 - April 2011
Colonial Electric January 2010 - July 2010
Colonial Electric Supply January 2007 - January 2010
Colonial Electric Supply May 2005 - January 2007
Fiserv Securities Inc September 2002 - May 2005
Philadelphia Ronald McDonald House September 2001 - March 2002
Blank Rome LLP 2001 - 2002
Skills
Analysis, Project Management, Management, Leadership, Business Analysis, Strategic Planning, Project Planning, Process Improvement, Microsoft Excel, Negotiation, Purchasing, Team Building, Project Coordination, Vendor Management, Budgets, Software Documentation, Access, Time Management, Account Management, Business Process..., Sales, Customer Service, Program Management, Cross-functional Team..., Risk Management, Pricing, MS Project, Succession Planning, Operations Management, Team Leadership, Training, Data Analysis, Inventory Management, Sarbanes-Oxley Act, SSAE 16, Internal Controls, Internal Audit, External Audit, IT Audit
Education
Villanova University 2008 — 2008
Masters Certificate, Applied Project Management
Drexel University 1999 — 2004
BS, Business - Management Information Systems
Robert D. Williams's Fiserv Securities, Inc. Experience April 1990 - December 2004
Job
Industry Financial Services
Experience
WSFS Bank November 2014 - Present
Vaco Resources April 2014 - November 2014
SugarHouse Casino February 2011 - January 2014
Atlantic City Hilton Casino Resort August 2009 - February 2011
Professional Capital Services, LLC April 2006 - November 2008
NF Clearing, Division of Fidelity Investments April 1990 - March 2006
Fiserv Securities, Inc. April 1990 - December 2004
First Fidelity Bancorporation 1988 - 1990
Midlantic Bank/South 1986 - 1988
Skills
Accounting, General Ledger, Financial Reporting, Cash Management, Payroll, Budgets, Account Reconciliation, Finance, Invoicing, Internal Controls, Forecasting, Variance Analysis, Sarbanes-Oxley Act, Financial Analysis, Internal Audit, Banking, Management
Education
Rutgers University – Camden 1989 — 1991
Pursued Graduate Studies in Management
York College of Pennsylvania 1982 — 1986
BS
WSFS Bank November 2014 - Present
Vaco Resources April 2014 - November 2014
SugarHouse Casino February 2011 - January 2014
Atlantic City Hilton Casino Resort August 2009 - February 2011
Professional Capital Services, LLC April 2006 - November 2008
NF Clearing, Division of Fidelity Investments April 1990 - March 2006
Fiserv Securities, Inc. April 1990 - December 2004
First Fidelity Bancorporation 1988 - 1990
Midlantic Bank/South 1986 - 1988
Skills
Accounting, General Ledger, Financial Reporting, Cash Management, Payroll, Budgets, Account Reconciliation, Finance, Invoicing, Internal Controls, Forecasting, Variance Analysis, Sarbanes-Oxley Act, Financial Analysis, Internal Audit, Banking, Management
Education
Rutgers University – Camden 1989 — 1991
Pursued Graduate Studies in Management
York College of Pennsylvania 1982 — 1986
BS
Anita Mehta's Fiserv Securities, Inc. Experience March 2002 - June 2005
Job Vice President / Product Manager / Business Analyst
Industry Financial Services
Experience
Citi January 2006 - July 2014
Fidelity Investments / National Financial Services (NFS) June 2005 - December 2005
Fiserv Securities, Inc. March 2002 - June 2005
Smart Card Alliance August 2001 - November 2001
Bear Stearns Securities Corp. September 1996 - May 2001
Essex Investment Group / Capital Markets, Inc. January 1994 - October 1996
Skills
Securities, Fixed Income, Financial Services, Product Management, Product Development, Web applications, Financial Systems..., Trading Systems, Mutual Funds, Hedge Funds, Equities, Derivatives, Investment Banking, Asset Management, Trading, Bloomberg, Alternative Investments, ETFs, Electronic Trading, Prime Brokerage, Identity Management, Order Management, Execution and Order..., Middle Office, Financial Systems Design, Capital Markets, Risk Management, Investments, Website Development
Education
University of Rochester 1987 — 1991
Bachelor's Degree
William E. Simon School of Business
Citi January 2006 - July 2014
Fidelity Investments / National Financial Services (NFS) June 2005 - December 2005
Fiserv Securities, Inc. March 2002 - June 2005
Smart Card Alliance August 2001 - November 2001
Bear Stearns Securities Corp. September 1996 - May 2001
Essex Investment Group / Capital Markets, Inc. January 1994 - October 1996
Skills
Securities, Fixed Income, Financial Services, Product Management, Product Development, Web applications, Financial Systems..., Trading Systems, Mutual Funds, Hedge Funds, Equities, Derivatives, Investment Banking, Asset Management, Trading, Bloomberg, Alternative Investments, ETFs, Electronic Trading, Prime Brokerage, Identity Management, Order Management, Execution and Order..., Middle Office, Financial Systems Design, Capital Markets, Risk Management, Investments, Website Development
Education
University of Rochester 1987 — 1991
Bachelor's Degree
William E. Simon School of Business
Tamara (Crowe) Ng's Fiserv Securities, Inc. Experience September 1999 - February 2000
Job Support Technician at No Thirst Software LLC
Industry Information Technology and Services
Experience
No Thirst Software LLC January 2012 - November 2013
US Census Bureau July 2011 - January 2012
US Census Bureau February 2008 - July 2011
US Census Bureau March 2006 - February 2008
US Census Bureau October 2004 - March 2006
US Census Bureau February 2004 - October 2004
Deloitte & Touche September 2000 - February 2001
Fiserv Securities, Inc. September 1999 - February 2000
BHC Securities, Inc. September 1998 - February 1999
Skills
Research
Education
Drexel University 1997 — 2002
BS, Information Systems Technology
No Thirst Software LLC January 2012 - November 2013
US Census Bureau July 2011 - January 2012
US Census Bureau February 2008 - July 2011
US Census Bureau March 2006 - February 2008
US Census Bureau October 2004 - March 2006
US Census Bureau February 2004 - October 2004
Deloitte & Touche September 2000 - February 2001
Fiserv Securities, Inc. September 1999 - February 2000
BHC Securities, Inc. September 1998 - February 1999
Skills
Research
Education
Drexel University 1997 — 2002
BS, Information Systems Technology
Dan Deist's Fiserv Securities, Inc. Experience 1995 - 2001
Job Business Owner at Top To Bottom Services, LLC
Industry Security and Investigations
Experience
Top To Bottom Services, LLC September 2004 - Present
Top To Bottom Services, LLC September 2004 - Present
FiservSecurities Inc 1990 - 2004
Fiserv Securities, Inc 1995 - 2001
Skills
Short Sales, Residential Homes, Home Inspections, Real Estate, Investment Properties, Foreclosures, Sellers, First Time Home Buyers, Investors, Small Business
Education
University of Maryland University College 2000 — 2002
BA, Business
Top To Bottom Services, LLC September 2004 - Present
Top To Bottom Services, LLC September 2004 - Present
FiservSecurities Inc 1990 - 2004
Fiserv Securities, Inc 1995 - 2001
Skills
Short Sales, Residential Homes, Home Inspections, Real Estate, Investment Properties, Foreclosures, Sellers, First Time Home Buyers, Investors, Small Business
Education
University of Maryland University College 2000 — 2002
BA, Business
Tiffany K. Gillespie's Fiserv Securities, Inc. Experience 2001 - 2005
Job
Industry Government Relations
Experience
Environmental Protection Agency June 2008 - Present
Fidelity Investments (NF Clearing) March 2005 - January 2006
Fiserv Securities, Inc 2001 - 2005
Education
Cental High 1985 — 1989
Drexel University - College of Business and Administration
MBA
Drexel University
BS
Environmental Protection Agency June 2008 - Present
Fidelity Investments (NF Clearing) March 2005 - January 2006
Fiserv Securities, Inc 2001 - 2005
Education
Cental High 1985 — 1989
Drexel University - College of Business and Administration
MBA
Drexel University
BS
Ron Ouano's Fiserv Securities, Inc. Experience November 1996 - May 2006
Job SQL Developer, Mainframe Programmer
Industry Financial Services
Experience
First Data Corp. May 2007 - February 2008
Fiserv Securities Inc November 1996 - May 2006
Skills
COBOL, Mainframe, Business Analysis, Databases, JCL, SDLC, User Acceptance Testing, Visio, Requirements Gathering, Systems Analysis, SQL, CICS
Education
Ateneo de Manila University 1963 — 1967
BA, Economics
First Data Corp. May 2007 - February 2008
Fiserv Securities Inc November 1996 - May 2006
Skills
COBOL, Mainframe, Business Analysis, Databases, JCL, SDLC, User Acceptance Testing, Visio, Requirements Gathering, Systems Analysis, SQL, CICS
Education
Ateneo de Manila University 1963 — 1967
BA, Economics
Downey, Daneen's Fiserv Securities, Inc. Experience January 2004 - December 2005
Job Deputy Counsel Asset Management and Corporate Affairs at Janney Montgomery Scott LLC
Industry Law Practice
Experience
Janney Montgomery Scott LLC February 2014 - Present
Radcliffe Capital Management, L.P. September 2011 - February 2014
Cipperman Compliance Services, LLC January 2010 - July 2011
Cipperman & Company LLC November 2007 - July 2011
Morgan, Lewis & Bockius LLP January 2006 - October 2007
Fiserv Securities, Inc. January 2004 - December 2005
Klehr Harrison Harvey Branzburg LLP January 2000 - January 2004
Skills
Compliance, Investment Advisory, Securities, SEC, Corporate Law, Broker-Dealer, Securities Regulation, Investments, Financial Services, Corporate Governance, Due Diligence, FINRA, Hedge Funds, Litigation, Private Equity, Asset Management
Education
Widener University School of Law 1996 — 2000
J.D.
King's College 1989 — 1993
B.A., History
Janney Montgomery Scott LLC February 2014 - Present
Radcliffe Capital Management, L.P. September 2011 - February 2014
Cipperman Compliance Services, LLC January 2010 - July 2011
Cipperman & Company LLC November 2007 - July 2011
Morgan, Lewis & Bockius LLP January 2006 - October 2007
Fiserv Securities, Inc. January 2004 - December 2005
Klehr Harrison Harvey Branzburg LLP January 2000 - January 2004
Skills
Compliance, Investment Advisory, Securities, SEC, Corporate Law, Broker-Dealer, Securities Regulation, Investments, Financial Services, Corporate Governance, Due Diligence, FINRA, Hedge Funds, Litigation, Private Equity, Asset Management
Education
Widener University School of Law 1996 — 2000
J.D.
King's College 1989 — 1993
B.A., History
Jason Kundtz's Fiserv Securities, Inc. Experience December 2003 - September 2005
Job VP, MIS/Risk Manager at Citizens Bank
Industry Banking
Experience
Citizens Commercial Banking October 2005 - Present
Fiserv Securities, Inc. December 2003 - September 2005
SEI Investments August 2000 - November 2003
Skills
Risk Management
Education
Lock Haven University of Pennsylvania 1995 — 1999
Bachelor of Science (BS), Business Management & Accounting
Citizens Commercial Banking October 2005 - Present
Fiserv Securities, Inc. December 2003 - September 2005
SEI Investments August 2000 - November 2003
Skills
Risk Management
Education
Lock Haven University of Pennsylvania 1995 — 1999
Bachelor of Science (BS), Business Management & Accounting
Jason Quattrone's Fiserv Securities, Inc. Experience 1998 - 2001
Job Director of Technology/Technology Teacher
Industry Information Technology and Services
Experience
Friends School Mullica Hill 2012 - Present
Able Computer Services November 2010 - November 2012
Apple Vacations May 2008 - February 2010
School District of Philadelphia October 2002 - May 2008
Fiserv Securities, Inc. 1998 - 2001
Fiserv 1998 - 2001
Skills
Educational Technology, Instructional Technology, Instructional Design, Digital Literacy, iPad, Technology Education, Network Administration, Computer Science, Infrastructure...
Education
Saint Joseph's University 2010 — 2012
MS, Instructional Technology
University of Phoenix 2002 — 2008
B.S. IT, Information Technology
Drexel University 2001 — 2002
Management Information Systems, General
Friends School Mullica Hill 2012 - Present
Able Computer Services November 2010 - November 2012
Apple Vacations May 2008 - February 2010
School District of Philadelphia October 2002 - May 2008
Fiserv Securities, Inc. 1998 - 2001
Fiserv 1998 - 2001
Skills
Educational Technology, Instructional Technology, Instructional Design, Digital Literacy, iPad, Technology Education, Network Administration, Computer Science, Infrastructure...
Education
Saint Joseph's University 2010 — 2012
MS, Instructional Technology
University of Phoenix 2002 — 2008
B.S. IT, Information Technology
Drexel University 2001 — 2002
Management Information Systems, General
Scott Roberg's Fiserv Securities, Inc. Experience 2001 - 2005
Job CFO at Advisors Asset Management, Inc.
Industry Investment Management
Experience
Advisors Asset Management, Inc. June 2005 - Present
Fiserv Securities, Inc. 2001 - 2005
Coopers & Lybrand 1989 - 1991
McGaldrey & Pullen 1988 - 1989
Education
University of Denver 1975 — 1978
Advisors Asset Management, Inc. June 2005 - Present
Fiserv Securities, Inc. 2001 - 2005
Coopers & Lybrand 1989 - 1991
McGaldrey & Pullen 1988 - 1989
Education
University of Denver 1975 — 1978
Deborah Dana's Fiserv Securities, Inc. Experience September 2002 - November 2004
Job Vice President, Compliance & Operations
Industry Investment Management
Experience
Bel Air Investment Advisors March 2005 - Present
Fiserv Securities, Inc September 2002 - November 2004
WaMu (WMFS it's former broker/dealer) October 1996 - June 2002
Education
California State University-Long Beach - College of Business Administration
Bel Air Investment Advisors March 2005 - Present
Fiserv Securities, Inc September 2002 - November 2004
WaMu (WMFS it's former broker/dealer) October 1996 - June 2002
Education
California State University-Long Beach - College of Business Administration
Paul M. Hawthorne's Fiserv Securities, Inc. Experience 2004 - 2004
Job Paralegal, Risk Management
Industry Hospital & Health Care
Experience
Mercy Health System November 2013 - Present
Heffler Claims Group 2013 - 2013
Catholic Health East 2009 - 2013
Wyeth Pharmaceuticals 2004 - 2008
Fiserv Securities, Inc. 2004 - 2004
Meridian Realty Consultants 2003 - 2003
Shearman & Sterling 2003 - 2003
Skills
Litigation, Document Review, Corporate Law, Product Liability, Pharmaceutical Industry, Project Management, Paralegals, Healthcare
Education
Villanova University 2003 — 2003
Certificate, Paralegal Studies
Temple University
Bachelor's Degree, Journalism
Mercy Health System November 2013 - Present
Heffler Claims Group 2013 - 2013
Catholic Health East 2009 - 2013
Wyeth Pharmaceuticals 2004 - 2008
Fiserv Securities, Inc. 2004 - 2004
Meridian Realty Consultants 2003 - 2003
Shearman & Sterling 2003 - 2003
Skills
Litigation, Document Review, Corporate Law, Product Liability, Pharmaceutical Industry, Project Management, Paralegals, Healthcare
Education
Villanova University 2003 — 2003
Certificate, Paralegal Studies
Temple University
Bachelor's Degree, Journalism
Angela Saccomandi Dunn's Fiserv Securities, Inc. Experience July 2000 - December 2003
Job Nasdaq
Industry Financial Services
Experience
Nasdaq August 2008 - Present
The Philadelphia Stock Exchange, Inc. December 2003 - August 2008
Fiserv Securities, Inc. July 2000 - December 2003
Skills
Securities, Derivatives, Securities Regulation, Equities, Financial Services, Futures, Mergers & Acquisitions, Trading Systems
Education
Widener University School of Law 1993 — 1996
J.D.
Saint Joseph's University 1989 — 1993
B.S., Finance
Merion Mercy Academy 1985 — 1989
Nasdaq August 2008 - Present
The Philadelphia Stock Exchange, Inc. December 2003 - August 2008
Fiserv Securities, Inc. July 2000 - December 2003
Skills
Securities, Derivatives, Securities Regulation, Equities, Financial Services, Futures, Mergers & Acquisitions, Trading Systems
Education
Widener University School of Law 1993 — 1996
J.D.
Saint Joseph's University 1989 — 1993
B.S., Finance
Merion Mercy Academy 1985 — 1989
Len Whitmore's Fiserv Securities, Inc. Experience December 1994 - December 2004
Job Business Analyst / Scrum Master seeking new opportunities
Industry Information Technology and Services
Experience
Cigna February 2015 - May 2015
Siemens Healthcare April 2014 - September 2014
Accolite April 2013 - March 2014
Siemens Healthcare July 2011 - July 2012
MEplusYOU Agency (formerly imc²) August 2007 - July 2009
Dun and Bradstreet March 2007 - May 2007
Gravic Inc August 2005 - November 2006
Fiserv Securities Inc December 1994 - December 2004
Board of Pensions of the Presbyterian Church June 1993 - December 1994
EPS (Now First Data) August 1989 - May 1993
Skills
Requirements Analysis, Fit/Gap Analysis, Training Documentation, Functional..., User Scenarios, Personas, Agile, Scrum, Quality Assurance, XP, Business Analysis, Visio, Requirements Gathering, Process Improvement, SharePoint, Testing, User Acceptance Testing, SDLC, Software Development, Gap Analysis, Software Estimation, Software Planning, Application Analysis, User Stories, Business Requirements, Systems Analysis, Requirements Management, Software Documentation, Software Quality..., Waterfall, Use Case Analysis, COBOL, Technical Writing, Technical Documentation, Business Process, Change Management, Business Process Design, Agile Methodologies, Analysis, Databases, Unix, Oracle, Agile Project Management, SOA, Solution Architecture, Program Management, Enterprise Software, Software Project..., Project Delivery
Education
Indiana University of Pennsylvania
Bachelor of Arts, Economics; Computer Science
Community College of Allegheny County
Computer Science
New York Institute of Finance
Cigna February 2015 - May 2015
Siemens Healthcare April 2014 - September 2014
Accolite April 2013 - March 2014
Siemens Healthcare July 2011 - July 2012
MEplusYOU Agency (formerly imc²) August 2007 - July 2009
Dun and Bradstreet March 2007 - May 2007
Gravic Inc August 2005 - November 2006
Fiserv Securities Inc December 1994 - December 2004
Board of Pensions of the Presbyterian Church June 1993 - December 1994
EPS (Now First Data) August 1989 - May 1993
Skills
Requirements Analysis, Fit/Gap Analysis, Training Documentation, Functional..., User Scenarios, Personas, Agile, Scrum, Quality Assurance, XP, Business Analysis, Visio, Requirements Gathering, Process Improvement, SharePoint, Testing, User Acceptance Testing, SDLC, Software Development, Gap Analysis, Software Estimation, Software Planning, Application Analysis, User Stories, Business Requirements, Systems Analysis, Requirements Management, Software Documentation, Software Quality..., Waterfall, Use Case Analysis, COBOL, Technical Writing, Technical Documentation, Business Process, Change Management, Business Process Design, Agile Methodologies, Analysis, Databases, Unix, Oracle, Agile Project Management, SOA, Solution Architecture, Program Management, Enterprise Software, Software Project..., Project Delivery
Education
Indiana University of Pennsylvania
Bachelor of Arts, Economics; Computer Science
Community College of Allegheny County
Computer Science
New York Institute of Finance
Anthony DeFrancis's Fiserv Securities, Inc. Experience January 2004 - December 2005
Job Financial Services Professional
Industry Financial Services
Experience
Knight Execution and Clearing Services,LLC July 2010 - August 2011
RBC Capital Markets January 2006 - March 2010
Goldman Sachs December 2005 - January 2006
Fiserv Securities, Inc. January 2004 - December 2005
Lazard Freres and Co., LLC February 1983 - November 2001
Skills
Securities, Bloomberg, Fixed Income, Mutual Funds, Investments, Investment Banking, Derivatives, Options, Trading
Education
City University of New York-Brooklyn College 1971 — 1975
Bachelors, Business Administration
Knight Execution and Clearing Services,LLC July 2010 - August 2011
RBC Capital Markets January 2006 - March 2010
Goldman Sachs December 2005 - January 2006
Fiserv Securities, Inc. January 2004 - December 2005
Lazard Freres and Co., LLC February 1983 - November 2001
Skills
Securities, Bloomberg, Fixed Income, Mutual Funds, Investments, Investment Banking, Derivatives, Options, Trading
Education
City University of New York-Brooklyn College 1971 — 1975
Bachelors, Business Administration
Stacey Moody's Fiserv Securities, Inc. Experience July 1992 - October 2005
Job Sr. Network Analyst at Independence Blue Cross
Industry Insurance
Experience
Independence Blue Cross February 2009 - Present
Independence Blue Cross July 2007 - February 2009
Family Planning Council June 2006 - July 2007
Fiserv Securities Inc. July 1992 - October 2005
Skills
T-SQL, COBOL, SQL Server, Java, Business Objects, Visual Basic, SSRS, ACCESS, Healthcare, SECURITIES, AQT, Business Intelligence..., EXCEL, DOCUMENTATION, DATA ANALYSIS, Software Documentation, Visio, Access
Education
Saint Joseph's University 2011 — 2013
Master's Degree, Health Administration/Informatics
Saint Joseph's University 2003 — 2008
Bachelor of Science (B.S.), Decision Systems Science
Independence Blue Cross February 2009 - Present
Independence Blue Cross July 2007 - February 2009
Family Planning Council June 2006 - July 2007
Fiserv Securities Inc. July 1992 - October 2005
Skills
T-SQL, COBOL, SQL Server, Java, Business Objects, Visual Basic, SSRS, ACCESS, Healthcare, SECURITIES, AQT, Business Intelligence..., EXCEL, DOCUMENTATION, DATA ANALYSIS, Software Documentation, Visio, Access
Education
Saint Joseph's University 2011 — 2013
Master's Degree, Health Administration/Informatics
Saint Joseph's University 2003 — 2008
Bachelor of Science (B.S.), Decision Systems Science
Victoria Murro's Fiserv Securities, Inc. Experience March 1997 - May 2001
Job Banking Professional
Industry Banking
Experience
United Savngs Bank November 2012 - April 2013
Beneficial Bank November 2001 - May 2012
Fiserv Securities, Inc. March 1997 - May 2001
Skills
Excellent communication..., Highly organized and...
Education
Community College of Philadelphia 1975 — 1978
Associate's Degree, General Studies, 3.2
United Savngs Bank November 2012 - April 2013
Beneficial Bank November 2001 - May 2012
Fiserv Securities, Inc. March 1997 - May 2001
Skills
Excellent communication..., Highly organized and...
Education
Community College of Philadelphia 1975 — 1978
Associate's Degree, General Studies, 3.2