Gemini Fund Services
Industry: Company
DescriptionFounded: 1983 Parent organization: NorthStar Financial Services Group, LLCFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos Moved, closed, or was never hereReportThe Gemini CompaniesWebsiteDirections Saved (0) Saved Save Financial institution in Hauppauge, New York Address: 3705, 80 Arkay Dr, Hauppauge, NY 11788 Hours: Closed ⋅ Opens 8AM Mon SundayClosedMonday(Martin Luther King Jr. Day)8AM–5PMHours might differTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (855) 891-0092: : Place name: : Website: Category: : : : Website: http://www.thegeminicompanies.com/ Category: Financial Institution Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of The Gemini Companies Posting publicly on the Web Write a review Reviews Be the first to review From The Gemini Companies "The Gemini Companies was formed to provide financial institutions with access to multiple solutions for pooled investment products. We take the complexities out of entering new markets, and help advisors who are looking to challenge the status quo."
Gemini Fund Services List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Gemini Fund Services. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Gemini Fund Services Employees
Employee
Years
Job
Industry
Phillip Hollibaugh Phillip Hollibaugh's Gemini Fund Services Experience July 2012 - June 2014
Job Investment Accountant at Janus Capital Group
Industry Accounting
Experience
Janus Capital Group August 2015 - Present
Aerotek September 2014 - December 2014
Gemini Fund Services July 2012 - June 2014
Sears Auto Center May 2011 - July 2012
Sears Automotive June 2008 - May 2010
Skills
Time Management, Customer Service, Warehousing, Outlook, Access, Microsoft Excel, Microsoft Word, Inventory Management, PowerPoint, Windows, Budgets, Data Entry, Microsoft Office, Customer Satisfaction, Telephone Skills, Cash Management, Cashiering, Leadership
Education
University of Nebraska-Lincoln 2005 — 2010
B.S., Finance
Glenwood High School 2001 — 2005
Diploma
Janus Capital Group August 2015 - Present
Aerotek September 2014 - December 2014
Gemini Fund Services July 2012 - June 2014
Sears Auto Center May 2011 - July 2012
Sears Automotive June 2008 - May 2010
Skills
Time Management, Customer Service, Warehousing, Outlook, Access, Microsoft Excel, Microsoft Word, Inventory Management, PowerPoint, Windows, Budgets, Data Entry, Microsoft Office, Customer Satisfaction, Telephone Skills, Cash Management, Cashiering, Leadership
Education
University of Nebraska-Lincoln 2005 — 2010
B.S., Finance
Glenwood High School 2001 — 2005
Diploma
Sean Lawler Sean Lawler's Gemini Fund Services Experience January 2014 - Present
Job Paralegal at Gemini Fund Services
Industry Financial Services
Experience
Gemini Fund Services January 2014 - Present
Berkman, Henoch, Peterson & Peddy, P.C. September 2012 - January 2014
Costco Wholesale April 2007 - February 2013
Skills
Financial Analysis, Legal Research, Financial Reporting, Shepardizing, Bloomberg, Lexis, Microsoft Excel, Microsoft Office, Spreadsheets, Legal Writing, Microsoft Word, Training, Finance, Teamwork, Outlook, Gmail, Bluebook, Case Briefs, Table of Authorities, Bankruptcy, Civil Litigation, Demand Letters, Social Media, Facebook, Google Docs, Economics, Management, LexisNexis
Education
Hofstra University 2012 — 2012
Certificate, Paralegal Studies
Frank G. Zarb School of Business 2008 — 2012
Bachelor of Business Administration, Finance, 3.4
Nassau Community College 2005 — 2008
Certificate, Hospitality Management
Gemini Fund Services January 2014 - Present
Berkman, Henoch, Peterson & Peddy, P.C. September 2012 - January 2014
Costco Wholesale April 2007 - February 2013
Skills
Financial Analysis, Legal Research, Financial Reporting, Shepardizing, Bloomberg, Lexis, Microsoft Excel, Microsoft Office, Spreadsheets, Legal Writing, Microsoft Word, Training, Finance, Teamwork, Outlook, Gmail, Bluebook, Case Briefs, Table of Authorities, Bankruptcy, Civil Litigation, Demand Letters, Social Media, Facebook, Google Docs, Economics, Management, LexisNexis
Education
Hofstra University 2012 — 2012
Certificate, Paralegal Studies
Frank G. Zarb School of Business 2008 — 2012
Bachelor of Business Administration, Finance, 3.4
Nassau Community College 2005 — 2008
Certificate, Hospitality Management
Emily Losen, MBA Emily Losen, MBA's Gemini Fund Services Experience January 2012 - July 2013
Job Senior Fund Accountant at Jackson National Asset Management, LLC
Industry Financial Services
Experience
Jackson National Asset Management, LLC April 2014 - Present
Guggenheim Partners July 2013 - April 2014
Gemini Fund Services January 2012 - July 2013
Gemini Fund Services February 2011 - January 2012
Pacific Life November 2009 - February 2011
Pacific Life March 2008 - November 2009
Pentagon Federal Credit Union July 2006 - August 2007
Skills
Mutual Funds, Securities, Investments, Finance, Accounting, Asset Management, Fund Accounting, Derivatives, Swaps, Technical Writing, Financial Services, Bank Loans, Procedure Creation, Supervising, Stock Market, Equities, Bonds, Fund Of Funds, Leadership, Project Management, Team Management, Mentoring, Training, Microsoft Excel, Trading, Centrally Cleared..., Financial Analysis, Investment Accounting, Process Improvement, Auditing, Fixed Income, Futures, Options, Stocks, ETFs, Interest Rate Swaps, Currency Swaps, Total Return Swaps, Credit Default Swaps, Swaptions, Prime Brokerage, Collateral Management, Fund Services, Sub-advisor Oversight, Client Services, Client Relations, Relationship Management, Bloomberg Terminal, SunGard, Princeton Asset...
Education
University of Nebraska at Omaha 2007 — 2010
Master of Business Administration (M.B.A.)
University of Nebraska at Omaha 2003 — 2007
Bachelor's Degree, English Literature
Jackson National Asset Management, LLC April 2014 - Present
Guggenheim Partners July 2013 - April 2014
Gemini Fund Services January 2012 - July 2013
Gemini Fund Services February 2011 - January 2012
Pacific Life November 2009 - February 2011
Pacific Life March 2008 - November 2009
Pentagon Federal Credit Union July 2006 - August 2007
Skills
Mutual Funds, Securities, Investments, Finance, Accounting, Asset Management, Fund Accounting, Derivatives, Swaps, Technical Writing, Financial Services, Bank Loans, Procedure Creation, Supervising, Stock Market, Equities, Bonds, Fund Of Funds, Leadership, Project Management, Team Management, Mentoring, Training, Microsoft Excel, Trading, Centrally Cleared..., Financial Analysis, Investment Accounting, Process Improvement, Auditing, Fixed Income, Futures, Options, Stocks, ETFs, Interest Rate Swaps, Currency Swaps, Total Return Swaps, Credit Default Swaps, Swaptions, Prime Brokerage, Collateral Management, Fund Services, Sub-advisor Oversight, Client Services, Client Relations, Relationship Management, Bloomberg Terminal, SunGard, Princeton Asset...
Education
University of Nebraska at Omaha 2007 — 2010
Master of Business Administration (M.B.A.)
University of Nebraska at Omaha 2003 — 2007
Bachelor's Degree, English Literature
Sean Semple Sean Semple's Gemini Fund Services Experience May 2007 - Present
Job Senior Accountant at Gemini Fund Services
Industry Financial Services
Experience
Gemini Fund Services May 2007 - Present
Enterprise Rent-A-Car May 2005 - May 2007
Circuit City June 2004 - April 2005
Education
Hofstra University 2001 — 2005
BA, Accounting
Gemini Fund Services May 2007 - Present
Enterprise Rent-A-Car May 2005 - May 2007
Circuit City June 2004 - April 2005
Education
Hofstra University 2001 — 2005
BA, Accounting
Eric Kane, Esq. Eric Kane, Esq.'s Gemini Fund Services Experience March 2013 - Present
Job Assistant Vice President and Staff Attorney at Gemini Fund Services, LLC
Industry Financial Services
Experience
Gemini Fund Services March 2013 - Present
Gemini Fund Services October 2009 - Present
NASDAQ OMX January 2011 - September 2011
Honorable Allan L. Gropper August 2010 - November 2010
Law Office of Rex Whitehorn & Associates May 2010 - August 2010
New York State Insurance Department Office of General January 2010 - April 2010
Gemini Fund Services LLC January 2008 - August 2008
Gemini Fund Services LLC October 2006 - January 2008
Skills
Securities, Legal Writing, Equities, Litigation, Mutual Funds, Alternative Investments, Civil Litigation, Hedge Funds, Portfolio Management, Financial Services
Education
Brooklyn Law School 2010 — 2012
Juris Doctor
University at Albany, SUNY
Bachelor of Science, Business Administration; Finance/Management
Gemini Fund Services March 2013 - Present
Gemini Fund Services October 2009 - Present
NASDAQ OMX January 2011 - September 2011
Honorable Allan L. Gropper August 2010 - November 2010
Law Office of Rex Whitehorn & Associates May 2010 - August 2010
New York State Insurance Department Office of General January 2010 - April 2010
Gemini Fund Services LLC January 2008 - August 2008
Gemini Fund Services LLC October 2006 - January 2008
Skills
Securities, Legal Writing, Equities, Litigation, Mutual Funds, Alternative Investments, Civil Litigation, Hedge Funds, Portfolio Management, Financial Services
Education
Brooklyn Law School 2010 — 2012
Juris Doctor
University at Albany, SUNY
Bachelor of Science, Business Administration; Finance/Management
Troy Leisinger Troy Leisinger's Gemini Fund Services Experience August 2001 - October 2004
Job Sr. LinkedIn Ads Specialist
Industry Online Media
Experience
LinkedIn 2010 - Present
Linkedin 2007 - August 2010
Hall And Partners, USA June 2005 - July 2006
Gemini Fund Services August 2001 - October 2004
Clarke, Lanzen, Skalla Investment Firm, LLC August 1998 - August 2001
Skills
Product Management, Research, Cross-functional Team..., Microsoft Word, Teamwork, Content Management, Strategic Partnerships, Leadership, Customer Service, Salesforce.com, Coaching, Customer Satisfaction, Project Management, Marketing, Management, Training, Social Networking, Direct Sales
Education
Iowa State University 2001 — 2006
BA, Public Service and Administration in Agriculture
LinkedIn 2010 - Present
Linkedin 2007 - August 2010
Hall And Partners, USA June 2005 - July 2006
Gemini Fund Services August 2001 - October 2004
Clarke, Lanzen, Skalla Investment Firm, LLC August 1998 - August 2001
Skills
Product Management, Research, Cross-functional Team..., Microsoft Word, Teamwork, Content Management, Strategic Partnerships, Leadership, Customer Service, Salesforce.com, Coaching, Customer Satisfaction, Project Management, Marketing, Management, Training, Social Networking, Direct Sales
Education
Iowa State University 2001 — 2006
BA, Public Service and Administration in Agriculture
Matthew Swartz Matthew Swartz's Gemini Fund Services Experience January 2015 - Present
Job Internal Wholesaler at Gemini Fund Services
Industry Financial Services
Experience
Gemini Fund Services January 2015 - Present
Orion Advisor Services January 2014 - January 2015
Orion Advisor Services April 2011 - January 2014
AdvisoryWorld Financial Technology February 2011 - May 2011
Ambassadors in Sport May 2010 - November 2010
Constellation Trust Company January 2010 - May 2010
Orion Advisor Services May 2007 - August 2009
Skills
Mutual Funds, Investments, Salesforce.com, Sales, Securities, Microsoft Office, Coaching, Financial Services
Education
Wheaton College 2007 — 2009
BA, Business/Economics
Creighton University 2005 — 2007
Gemini Fund Services January 2015 - Present
Orion Advisor Services January 2014 - January 2015
Orion Advisor Services April 2011 - January 2014
AdvisoryWorld Financial Technology February 2011 - May 2011
Ambassadors in Sport May 2010 - November 2010
Constellation Trust Company January 2010 - May 2010
Orion Advisor Services May 2007 - August 2009
Skills
Mutual Funds, Investments, Salesforce.com, Sales, Securities, Microsoft Office, Coaching, Financial Services
Education
Wheaton College 2007 — 2009
BA, Business/Economics
Creighton University 2005 — 2007
Liz Bowden's Gemini Fund Services Experience April 2013 - April 2014
Job Business Development
Industry Financial Services
Experience
Orion Advisor Services August 2014 - Present
Gemini Fund Services April 2013 - April 2014
Golden State Warriors June 2012 - August 2012
Skills
Sales, Lead Generation, Marketing, Social Media Marketing, Social Media, Facebook, Event Planning, Social Networking, Marketing Communications, Event Management, Leadership, Management, Customer Service, New Business Development, Sales Management
Education
University of Nebraska at Omaha 2009 — 2013
Bachelor of Science (BS), Business Administration and Management, General
Orion Advisor Services August 2014 - Present
Gemini Fund Services April 2013 - April 2014
Golden State Warriors June 2012 - August 2012
Skills
Sales, Lead Generation, Marketing, Social Media Marketing, Social Media, Facebook, Event Planning, Social Networking, Marketing Communications, Event Management, Leadership, Management, Customer Service, New Business Development, Sales Management
Education
University of Nebraska at Omaha 2009 — 2013
Bachelor of Science (BS), Business Administration and Management, General
Nikki Hu's Gemini Fund Services Experience September 2014 - April 2015
Job Examine and analyze accounting records to assess accuracy, completeness, and conformance to reporting standards.
Industry Financial Services
Experience
Gen II Fund Services, LLC April 2015 - Present
Gemini Fund Services September 2014 - April 2015
BNY Mellon November 2012 - September 2014
Oppenheimer & Co. Inc. September 2008 - November 2012
FY Product Inc. December 2007 - September 2008
Skills
Bloomberg, Corporate Actions, Settlement, Bonds, Accounts Payable, General Ledger, Equities, Fixed Income, Mutual Funds, Alternative Investments, Securities, Investments, Mainframe, BNY Mellon's INFORM, DTC, Fund Of Funds, Account Reconciliation
Education
City University of New York-Baruch College - Zicklin School of Business 2004 — 2008
BBA
Gen II Fund Services, LLC April 2015 - Present
Gemini Fund Services September 2014 - April 2015
BNY Mellon November 2012 - September 2014
Oppenheimer & Co. Inc. September 2008 - November 2012
FY Product Inc. December 2007 - September 2008
Skills
Bloomberg, Corporate Actions, Settlement, Bonds, Accounts Payable, General Ledger, Equities, Fixed Income, Mutual Funds, Alternative Investments, Securities, Investments, Mainframe, BNY Mellon's INFORM, DTC, Fund Of Funds, Account Reconciliation
Education
City University of New York-Baruch College - Zicklin School of Business 2004 — 2008
BBA
Stephanie Shearer Stephanie Shearer's Gemini Fund Services Experience February 2007 - Present
Job Senior Paralegal at Gemini Fund Services
Industry Financial Services
Experience
Gemini Fund Services February 2007 - Present
McDonalds Corporation June 1994 - June 2007
Audiovox June 2006 - February 2007
Green Tree Sales April 2005 - February 2006
Skills
Paralegel Certificate, NYS Notary Public, Accounting, Human Resources, Management, Mutual Funds, Securities, Training, Alternative Investments, Investments, Payroll
Education
Dowling College 2000 — 2010
Master of Business Administration (MBA)
Dowling College 2000 — 2010
Bachelor's degree, Business Management
Gemini Fund Services February 2007 - Present
McDonalds Corporation June 1994 - June 2007
Audiovox June 2006 - February 2007
Green Tree Sales April 2005 - February 2006
Skills
Paralegel Certificate, NYS Notary Public, Accounting, Human Resources, Management, Mutual Funds, Securities, Training, Alternative Investments, Investments, Payroll
Education
Dowling College 2000 — 2010
Master of Business Administration (MBA)
Dowling College 2000 — 2010
Bachelor's degree, Business Management
Jamie Huss Jamie Huss's Gemini Fund Services Experience October 2014 - May 2015
Job Compliance Specialist, Northern Lights Distributors, LLC.
Industry Financial Services
Experience
Northern Lights Distributors, LLC May 2015 - Present
Nebraska School Activities Association November 2010 - Present
Gemini Fund Services October 2014 - May 2015
University of Nebraska–Lincoln August 2010 - May 2014
Skills
Fund Accounting, Series 7, Series 66, Leadership, Management, Making Deadlines, PAM for Securities, Financial Services, Problem Solving, Account Reconciliation, Securities Market, Microsoft Office, PowerPoint, Financial Accounting, Time Management, Accounts Payable, Accounts Receivable, Microsoft Word, Teamwork, Public Speaking, Social Media, Reliability, Microsoft Excel, SAP Data Services, Customer Service, Mutual Funds, Finance, Securities, Communication
Education
University of Nebraska-Lincoln 2009 — 2014
Bachelor's Degree, Finance, Agribusiness
Northern Lights Distributors, LLC May 2015 - Present
Nebraska School Activities Association November 2010 - Present
Gemini Fund Services October 2014 - May 2015
University of Nebraska–Lincoln August 2010 - May 2014
Skills
Fund Accounting, Series 7, Series 66, Leadership, Management, Making Deadlines, PAM for Securities, Financial Services, Problem Solving, Account Reconciliation, Securities Market, Microsoft Office, PowerPoint, Financial Accounting, Time Management, Accounts Payable, Accounts Receivable, Microsoft Word, Teamwork, Public Speaking, Social Media, Reliability, Microsoft Excel, SAP Data Services, Customer Service, Mutual Funds, Finance, Securities, Communication
Education
University of Nebraska-Lincoln 2009 — 2014
Bachelor's Degree, Finance, Agribusiness
Jared Lahman Jared Lahman's Gemini Fund Services Experience January 2014 - Present
Job Fund Accountant at Gemini Fund Services
Industry Financial Services
Experience
Gemini Fund Services January 2014 - Present
RTG Medical March 2013 - December 2013
Mutual of Omaha September 2012 - March 2013
Financial Network Investment Corporation, Member SIPC January 2009 - August 2012
Financial Network Investment Corporation, Member SIPC August 2004 - December 2008
Skills
Investments, Mutual Funds, Retirement, Wealth Management, Retirement Planning, Customer Service, Finance, Valuation, Fixed Annuities
Education
University of Nebraska at Omaha 2004 — 2008
BSBA, Finance, Banking, Investment Sciences and Portfolio Management
Gemini Fund Services January 2014 - Present
RTG Medical March 2013 - December 2013
Mutual of Omaha September 2012 - March 2013
Financial Network Investment Corporation, Member SIPC January 2009 - August 2012
Financial Network Investment Corporation, Member SIPC August 2004 - December 2008
Skills
Investments, Mutual Funds, Retirement, Wealth Management, Retirement Planning, Customer Service, Finance, Valuation, Fixed Annuities
Education
University of Nebraska at Omaha 2004 — 2008
BSBA, Finance, Banking, Investment Sciences and Portfolio Management
Anthony Italiano Anthony Italiano's Gemini Fund Services Experience 2000 - September 2003
Job Programmer / Analyst at Stony Brook University
Industry Computer Software
Experience
Stony Brook University May 2008 - Present
CA, Inc. September 2003 - April 2008
Gemini Fund Services 2000 - September 2003
Skills
Access, Databases, SQL, Microsoft Office, Customer Service, HTML, Microsoft Excel, Microsoft Word, PowerPoint, Training, Oracle, Microsoft SQL Server, Sybase SQL Anywhere, Visual Basic, C#, XML, Project Management, Process Improvement, Team Leadership, Vendor Management, ImageNow, System Administration
Education
Suffolk County Community College 2000 — 2003
Associate's degree, Data Modeling/Warehousing and Database Administration
Centereach High Scool 1996 — 2000
General, General
Stony Brook University May 2008 - Present
CA, Inc. September 2003 - April 2008
Gemini Fund Services 2000 - September 2003
Skills
Access, Databases, SQL, Microsoft Office, Customer Service, HTML, Microsoft Excel, Microsoft Word, PowerPoint, Training, Oracle, Microsoft SQL Server, Sybase SQL Anywhere, Visual Basic, C#, XML, Project Management, Process Improvement, Team Leadership, Vendor Management, ImageNow, System Administration
Education
Suffolk County Community College 2000 — 2003
Associate's degree, Data Modeling/Warehousing and Database Administration
Centereach High Scool 1996 — 2000
General, General
Lauren Kuehn Lauren Kuehn's Gemini Fund Services Experience July 2013 - August 2013
Job J.D Candidate at Notre Dame Law School
Industry Legal Services
Experience
Office of the New York State Attorney General June 2015 - July 2015
Fulbright Program in Germany September 2013 - June 2014
Gemini Fund Services July 2013 - August 2013
Otto-Friedrich-Universität Bamberg October 2011 - July 2012
Gemini Fund Services July 2009 - August 2011
College of the Holy Cross September 2010 - December 2010
Skills
Public Speaking, Legal Research, Legal Writing
Education
University of Notre Dame Law School 2014 — 2017
Doctor of Law (J.D.)
College of the Holy Cross 2009 — 2013
Bachelor of Arts (B.A.) with Honors, Political Science; German; College Honors Program
Office of the New York State Attorney General June 2015 - July 2015
Fulbright Program in Germany September 2013 - June 2014
Gemini Fund Services July 2013 - August 2013
Otto-Friedrich-Universität Bamberg October 2011 - July 2012
Gemini Fund Services July 2009 - August 2011
College of the Holy Cross September 2010 - December 2010
Skills
Public Speaking, Legal Research, Legal Writing
Education
University of Notre Dame Law School 2014 — 2017
Doctor of Law (J.D.)
College of the Holy Cross 2009 — 2013
Bachelor of Arts (B.A.) with Honors, Political Science; German; College Honors Program
Dylan McMahon Dylan McMahon's Gemini Fund Services Experience January 2015 - Present
Job Mutual Fund Accountant at Gemini Fund Services
Industry Financial Services
Experience
Gemini Fund Services January 2015 - Present
Brix March 2014 - January 2015
Lincoln Financial Group January 2013 - September 2014
Lindsay Corporation March 2012 - August 2012
Scooter's Coffee & Yogurt July 2009 - April 2012
Skills
Insurance, Social Media, Leadership, Online Marketing, Investments, Securities, Interest Rate Swaps, Derivatives, Bonds, Life Insurance, Financial Services, Disability Insurance, Relationship Management, Excel Models
Education
University of Nebraska at Omaha 2014 — 2015
Bachelor's Degree, Finance
University of Nebraska at Omaha 2009 — 2012
Bachelor's Degree, Business Administration, Marketing
Omaha Central High School
Gemini Fund Services January 2015 - Present
Brix March 2014 - January 2015
Lincoln Financial Group January 2013 - September 2014
Lindsay Corporation March 2012 - August 2012
Scooter's Coffee & Yogurt July 2009 - April 2012
Skills
Insurance, Social Media, Leadership, Online Marketing, Investments, Securities, Interest Rate Swaps, Derivatives, Bonds, Life Insurance, Financial Services, Disability Insurance, Relationship Management, Excel Models
Education
University of Nebraska at Omaha 2014 — 2015
Bachelor's Degree, Finance
University of Nebraska at Omaha 2009 — 2012
Bachelor's Degree, Business Administration, Marketing
Omaha Central High School
Skyler Steinke's Gemini Fund Services Experience October 2004 - August 2010
Job Associate Vice President, Business Development www.thegeminicompanies.com
Industry Financial Services
Experience
The Gemini Companies January 2011 - Present
First National Bank of Omaha August 2010 - December 2010
Gemini Fund Services October 2004 - August 2010
Pioneer Investments January 2001 - October 2004
TD Ameritrade January 2000 - January 2001
Skills
Mutual Funds, Hedge Funds, Alternative Investments, Fund Administration, SEO, Social Media Marketing, New Business Development, Fund Of Funds, Investments, Online Marketing, Lead Generation, Sales, Portfolio Management, ETFs, Affiliate Marketing, Leadership, Financial Services, Hedge Accounting, Managed Futures, Fund Services, Transfer Agency, Local Advertising, Fund Accounting, Closed-end Funds, LinkedIn, Investment Management, Investment Advisory, Financial Advisory, Fund Formation, Options, Securities, Retirement Planning, Asset Management, Equities, Bonds, Asset Allocation, Derivatives
Education
University of Nebraska at Omaha 1997 — 1999
The Gemini Companies January 2011 - Present
First National Bank of Omaha August 2010 - December 2010
Gemini Fund Services October 2004 - August 2010
Pioneer Investments January 2001 - October 2004
TD Ameritrade January 2000 - January 2001
Skills
Mutual Funds, Hedge Funds, Alternative Investments, Fund Administration, SEO, Social Media Marketing, New Business Development, Fund Of Funds, Investments, Online Marketing, Lead Generation, Sales, Portfolio Management, ETFs, Affiliate Marketing, Leadership, Financial Services, Hedge Accounting, Managed Futures, Fund Services, Transfer Agency, Local Advertising, Fund Accounting, Closed-end Funds, LinkedIn, Investment Management, Investment Advisory, Financial Advisory, Fund Formation, Options, Securities, Retirement Planning, Asset Management, Equities, Bonds, Asset Allocation, Derivatives
Education
University of Nebraska at Omaha 1997 — 1999
Ryan Voegele's Gemini Fund Services Experience March 2014 - Present
Job Manager, Mutual Fund Accounting at Gemini Fund Services
Industry Financial Services
Experience
Gemini Fund Services March 2014 - Present
Gemini Fund Services October 2010 - March 2014
Orion Advisor Services March 2010 - October 2010
Skills
Bloomberg, Mutual Funds, Fund Administration, Alternative Investments, Hedge Funds, Fund Accounting, Equities, Account Reconciliation, Securities, Financial Reporting, Accounting, Financial Analysis, Investments, Finance
Education
Peru State College 2005 — 2010
Bachelor of Science (BS), Accounting
Gemini Fund Services March 2014 - Present
Gemini Fund Services October 2010 - March 2014
Orion Advisor Services March 2010 - October 2010
Skills
Bloomberg, Mutual Funds, Fund Administration, Alternative Investments, Hedge Funds, Fund Accounting, Equities, Account Reconciliation, Securities, Financial Reporting, Accounting, Financial Analysis, Investments, Finance
Education
Peru State College 2005 — 2010
Bachelor of Science (BS), Accounting
Courtney McCann Courtney McCann's Gemini Fund Services Experience April 2012 - October 2014
Job CAPS Fund Administrator at Command Financial
Industry Capital Markets
Experience
Command Financial Press October 2014 - Present
Gemini Fund Services April 2012 - October 2014
Stop & Shop September 2008 - July 2012
Stop & Shop January 2007 - June 2012
Long Island State Veterans Home July 2011 - August 2011
Stop & Shop September 2006 - September 2008
Stop & Shop November 2004 - September 2008
Skills
Finance, Microsoft Excel, Account Reconciliation, General Ledger, Accounting, Customer Service, PowerPoint, EDGAR filings, Financial Reporting, Mutual Funds, Microsoft Word, Fund Administration, Organization, Social Media, Quick Study, Outlook, PAM for Securities, Data Entry, Microsoft Office, Teamwork, Time Management, Access, Inventory Management, Lotus Notes, Retail, Adobe Acrobat, Bloomberg Terminal, Analysis, Spreadsheets, Financial Analysis, Corporate Finance, Equities, Bloomberg, Financial Statements
Education
Dowling College 2010 — 2012
Masters of Business Administration, Corporate Finance
Farmingdale State University of New York 2006 — 2010
Bachelors of Arts, Business Management
Command Financial Press October 2014 - Present
Gemini Fund Services April 2012 - October 2014
Stop & Shop September 2008 - July 2012
Stop & Shop January 2007 - June 2012
Long Island State Veterans Home July 2011 - August 2011
Stop & Shop September 2006 - September 2008
Stop & Shop November 2004 - September 2008
Skills
Finance, Microsoft Excel, Account Reconciliation, General Ledger, Accounting, Customer Service, PowerPoint, EDGAR filings, Financial Reporting, Mutual Funds, Microsoft Word, Fund Administration, Organization, Social Media, Quick Study, Outlook, PAM for Securities, Data Entry, Microsoft Office, Teamwork, Time Management, Access, Inventory Management, Lotus Notes, Retail, Adobe Acrobat, Bloomberg Terminal, Analysis, Spreadsheets, Financial Analysis, Corporate Finance, Equities, Bloomberg, Financial Statements
Education
Dowling College 2010 — 2012
Masters of Business Administration, Corporate Finance
Farmingdale State University of New York 2006 — 2010
Bachelors of Arts, Business Management
Brian Kalish's Gemini Fund Services Experience May 2012 - August 2012
Job Credit Risk Analyst at Washington Gas
Industry Utilities
Experience
Washington Gas December 2014 - Present
Citi June 2013 - November 2014
Sub – Board I, Inc August 2011 - May 2013
University at Buffalo Campus Living August 2011 - May 2013
Gemini Fund Services May 2012 - August 2012
Komosion Pty. Ltd May 2011 - July 2011
Skills
Microsoft Office, Bloomberg, PAM for Securities, Accounting, Budgets, Access, Financial Analysis, Management, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Account Reconciliation, Teamwork, Customer Service, Accounts Payable, Marketing, Social Media Marketing, Financial Reporting, Social Media, Research, Leadership
Education
University at Buffalo 2009 — 2013
BS, Business Administration with a duel concentration in Financial Analysis and Operations
Washington Gas December 2014 - Present
Citi June 2013 - November 2014
Sub – Board I, Inc August 2011 - May 2013
University at Buffalo Campus Living August 2011 - May 2013
Gemini Fund Services May 2012 - August 2012
Komosion Pty. Ltd May 2011 - July 2011
Skills
Microsoft Office, Bloomberg, PAM for Securities, Accounting, Budgets, Access, Financial Analysis, Management, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Account Reconciliation, Teamwork, Customer Service, Accounts Payable, Marketing, Social Media Marketing, Financial Reporting, Social Media, Research, Leadership
Education
University at Buffalo 2009 — 2013
BS, Business Administration with a duel concentration in Financial Analysis and Operations
Kyle Thorberg's Gemini Fund Services Experience June 2013 - Present
Job Mutual Funds Internal Wholesaler at Gemini Fund Services
Industry Internet
Experience
Gemini Fund Services June 2013 - Present
Orion Financial Advisors November 2011 - June 2013
PayPal September 2003 - November 2011
Skills
Online Payments, E-commerce, Salesforce.com, Analytics, Product Management, Training, Investments, Portfolio Management, Marketing, Alternative Investments, Hedge Funds, Mutual Funds, Financial Advisory, Financial Services, Team Building, Management, Financial Risk, Relationship Management, Risk Management, E-payments, Finance
Education
Dana College 1997 — 2001
Bachelor of Arts (B.A.), Psychology, 3.6 GPA
Dana College 1997 — 2001
Bachelor of Arts (BA), Psychology
Central Lyon High School
Gemini Fund Services June 2013 - Present
Orion Financial Advisors November 2011 - June 2013
PayPal September 2003 - November 2011
Skills
Online Payments, E-commerce, Salesforce.com, Analytics, Product Management, Training, Investments, Portfolio Management, Marketing, Alternative Investments, Hedge Funds, Mutual Funds, Financial Advisory, Financial Services, Team Building, Management, Financial Risk, Relationship Management, Risk Management, E-payments, Finance
Education
Dana College 1997 — 2001
Bachelor of Arts (B.A.), Psychology, 3.6 GPA
Dana College 1997 — 2001
Bachelor of Arts (BA), Psychology
Central Lyon High School
Matt Klostermeyer's Gemini Fund Services Experience May 2015 - Present
Job Graduate of University of NebraskaLincoln
Industry Financial Services
Experience
Gemini Fund Services May 2015 - Present
The Pharmacy January 2012 - December 2014
City of Council Bluffs June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Teamwork, Time Management, Data Entry
Education
University of Nebraska-Lincoln 2010 — 2014
Finance, General
Gemini Fund Services May 2015 - Present
The Pharmacy January 2012 - December 2014
City of Council Bluffs June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Teamwork, Time Management, Data Entry
Education
University of Nebraska-Lincoln 2010 — 2014
Finance, General
Lori Jakers Lori Jakers's Gemini Fund Services Experience September 2007 - May 2014
Job Mutual Fund Paralegal at Catalyst Capital Advisors LLC
Industry Financial Services
Experience
Catalyst Capital Advisors LLC June 2014 - Present
Gemini Fund Services September 2007 - May 2014
Gemini Fund Services, LLC September 2007 - May 2014
Morgan Stanley Investment Management July 1992 - June 2007
Skills
Mutual Funds, Series 6, Mutual Fund Paralegal, ETFs, Financial Services, Wealth Management
Education
Baruch College
Bachelor of Business Administration (BBA), Finance, General
Catalyst Capital Advisors LLC June 2014 - Present
Gemini Fund Services September 2007 - May 2014
Gemini Fund Services, LLC September 2007 - May 2014
Morgan Stanley Investment Management July 1992 - June 2007
Skills
Mutual Funds, Series 6, Mutual Fund Paralegal, ETFs, Financial Services, Wealth Management
Education
Baruch College
Bachelor of Business Administration (BBA), Finance, General
Kelly Bullers Kelly Bullers's Gemini Fund Services Experience February 2013 - Present
Job Fund Accountant at Gemini Fund Services
Industry Marketing and Advertising
Experience
Gemini Fund Services February 2013 - Present
Barnes and Noble December 2011 - February 2013
Residential Programs at Hofstra University September 2007 - May 2011
Toys R Us June 2006 - April 2007
Skills
PowerPoint, Excel, Word, Outlook, Customer Service, Microsoft Office, SPSS
Education
Hofstra University 2007 — 2011
BBA, Marketing
Arlington High School 2004 — 2007
High School Diploma, Advanced Regents Diploma
Gemini Fund Services February 2013 - Present
Barnes and Noble December 2011 - February 2013
Residential Programs at Hofstra University September 2007 - May 2011
Toys R Us June 2006 - April 2007
Skills
PowerPoint, Excel, Word, Outlook, Customer Service, Microsoft Office, SPSS
Education
Hofstra University 2007 — 2011
BBA, Marketing
Arlington High School 2004 — 2007
High School Diploma, Advanced Regents Diploma
Darci (Dearing) Schaecher Darci (Dearing) Schaecher's Gemini Fund Services Experience November 2011 - March 2014
Job Cash Management Specialist/Treasury Agent
Industry Financial Services
Experience
Omaha Public Power District March 2014 - Present
Gemini Fund Services November 2011 - March 2014
State Street October 2009 - November 2011
State Street August 2007 - October 2009
American Century Investments February 2005 - August 2007
Skills
Equities, Outlook, Microsoft Excel, Customer Relations, NAV calculations, Bonds, ETFs, Stocks, Microsoft Word, Communication Skills, Highly Detailed, Close Attention to..., Bloomberg Terminal, IDC, PAM for Securities, Foreign Exchange, Foreign Currency, MCH, Problem Solving, Multi Tasking, Accounting, Customer Service
Education
University of Missouri-Kansas City 2002 — 2004
Bachelor's, Business Administration
University of Missouri-Columbia, College of Business 2000 — 2002
Business Administration
Omaha Public Power District March 2014 - Present
Gemini Fund Services November 2011 - March 2014
State Street October 2009 - November 2011
State Street August 2007 - October 2009
American Century Investments February 2005 - August 2007
Skills
Equities, Outlook, Microsoft Excel, Customer Relations, NAV calculations, Bonds, ETFs, Stocks, Microsoft Word, Communication Skills, Highly Detailed, Close Attention to..., Bloomberg Terminal, IDC, PAM for Securities, Foreign Exchange, Foreign Currency, MCH, Problem Solving, Multi Tasking, Accounting, Customer Service
Education
University of Missouri-Kansas City 2002 — 2004
Bachelor's, Business Administration
University of Missouri-Columbia, College of Business 2000 — 2002
Business Administration
Vicki Todd Vicki Todd's Gemini Fund Services Experience February 2007 - Present
Job VP, Fund Accounting at Gemini Fund Services
Industry Financial Services
Experience
Gemini Fund Services February 2007 - Present
Jackson National Asset Management, LLC November 1998 - May 2005
State Street Bank March 1994 - November 1998
Skills
Mutual Funds, Management, Fund Accounting
Education
University of Nebraska-Lincoln
BS, Accounting
Gemini Fund Services February 2007 - Present
Jackson National Asset Management, LLC November 1998 - May 2005
State Street Bank March 1994 - November 1998
Skills
Mutual Funds, Management, Fund Accounting
Education
University of Nebraska-Lincoln
BS, Accounting
Julie Giehl Julie Giehl's Gemini Fund Services Experience June 2011 - August 2011
Job Senior Audit Associate at KPMG US
Industry Accounting
Experience
KPMG US September 2012 - Present
Gemini Fund Services June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Financial Analysis, Teamwork, Team Leadership, Goal Oriented
Education
University of Nebraska-Lincoln 2007 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance
KPMG US September 2012 - Present
Gemini Fund Services June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Financial Analysis, Teamwork, Team Leadership, Goal Oriented
Education
University of Nebraska-Lincoln 2007 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Steve Malczynski's Gemini Fund Services Experience January 2015 - Present
Job Claims Adjuster
Industry Insurance
Experience
Progressive Insurance September 2015 - Present
Gemini Fund Services January 2015 - Present
Lacrosse Unlimited June 2012 - January 2015
Brarcliffe College January 2012 - August 2012
Skills
Social Media, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Customer Service, Event Planning, Research, Public Speaking, Marketing, Public Relations, Teamwork
Education
Long Island University, C.W. Post Campus 2007 — 2011
Bachelor's degree, History
Progressive Insurance September 2015 - Present
Gemini Fund Services January 2015 - Present
Lacrosse Unlimited June 2012 - January 2015
Brarcliffe College January 2012 - August 2012
Skills
Social Media, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Customer Service, Event Planning, Research, Public Speaking, Marketing, Public Relations, Teamwork
Education
Long Island University, C.W. Post Campus 2007 — 2011
Bachelor's degree, History
Jace Schuppan's Gemini Fund Services Experience October 2010 - Present
Job AVP Business Development at Gemini Fund Services
Industry Financial Services
Experience
Gemini Fund Services October 2010 - Present
Gemini Fund Services September 2009 - October 2010
Skills
Mutual Funds, Investments, Alternative Investments, Hedge Funds, Securities, Fund Administration, Investment Advisory, New Business Development, Fund Accounting, Sales Management, Financial Advisory, Asset Allocation, Business Development, Equities, Consultative Selling, Sales Pipeline..., Hold Series 3, Selling, Management, Marketing, Sales
Education
Doane College 1995 — 1999
BA, Business Administration - Finance and Marketing
Grand Island Northwest High School 1992 — 1995
High School
Gemini Fund Services October 2010 - Present
Gemini Fund Services September 2009 - October 2010
Skills
Mutual Funds, Investments, Alternative Investments, Hedge Funds, Securities, Fund Administration, Investment Advisory, New Business Development, Fund Accounting, Sales Management, Financial Advisory, Asset Allocation, Business Development, Equities, Consultative Selling, Sales Pipeline..., Hold Series 3, Selling, Management, Marketing, Sales
Education
Doane College 1995 — 1999
BA, Business Administration - Finance and Marketing
Grand Island Northwest High School 1992 — 1995
High School
Patrick Kotowicz Patrick Kotowicz's Gemini Fund Services Experience March 2014 - Present
Job Fund Accountant at Gemini Fund Services
Industry Financial Services
Experience
Gemini Fund Services March 2014 - Present
Apollo HVAC Corp January 2014 - January 2014
Community Development Corporation of Long Island November 2013 - December 2013
American Signcrafters October 2013 - October 2013
The Home Depot June 2008 - December 2012
Skills
Microsoft Excel, Teamwork, Financial Modeling, Customer Service, Time Management, PowerPoint, Microsoft Word, Microsoft Office, Fund Accounting, Account Reconciliation, Sales, Retail, Inventory Control, Loss Prevention, Store Management, Inventory Management, Team Building, Customer Satisfaction, Store Operations
Education
State University of New York at Binghamton 2012 — 2013
Master of Business Administration (MBA), Finance, 3.78/4.00
State University of New York College at Geneseo 2008 — 2011
Bachelor of Science (BS), Business Administration; Business, 3.31/4.00
Gemini Fund Services March 2014 - Present
Apollo HVAC Corp January 2014 - January 2014
Community Development Corporation of Long Island November 2013 - December 2013
American Signcrafters October 2013 - October 2013
The Home Depot June 2008 - December 2012
Skills
Microsoft Excel, Teamwork, Financial Modeling, Customer Service, Time Management, PowerPoint, Microsoft Word, Microsoft Office, Fund Accounting, Account Reconciliation, Sales, Retail, Inventory Control, Loss Prevention, Store Management, Inventory Management, Team Building, Customer Satisfaction, Store Operations
Education
State University of New York at Binghamton 2012 — 2013
Master of Business Administration (MBA), Finance, 3.78/4.00
State University of New York College at Geneseo 2008 — 2011
Bachelor of Science (BS), Business Administration; Business, 3.31/4.00
Daniel Applegarth's Gemini Fund Services Experience October 2006 - Present
Job CFO at NorthStar Financial Services Group, LLC
Industry Financial Services
Experience
NorthStar Financial Services Group, LLC January 2010 - Present
Orion Advisor Services October 2006 - Present
Gemini Fund Services October 2006 - Present
CLS Investments LLC 2006 - Present
Ernst & Young 2004 - 2006
Skills
Accounting, Asset Management, Finance, Financial Analysis, Financial Reporting, Financial Services, Internal Controls, Investment Advisory, Investments, Leadership, Microsoft Office, Mutual Funds
Education
University of Nebraska at Omaha 2008 — 2011
MBA, Business Management
Brigham Young University 2002 — 2004
Brigham Young University - Idaho 1988 — 2002
Associate's, Accounting
NorthStar Financial Services Group, LLC January 2010 - Present
Orion Advisor Services October 2006 - Present
Gemini Fund Services October 2006 - Present
CLS Investments LLC 2006 - Present
Ernst & Young 2004 - 2006
Skills
Accounting, Asset Management, Finance, Financial Analysis, Financial Reporting, Financial Services, Internal Controls, Investment Advisory, Investments, Leadership, Microsoft Office, Mutual Funds
Education
University of Nebraska at Omaha 2008 — 2011
MBA, Business Management
Brigham Young University 2002 — 2004
Brigham Young University - Idaho 1988 — 2002
Associate's, Accounting
Kathryn Ohlrogge Kathryn Ohlrogge's Gemini Fund Services Experience May 2012 - Present
Job Blue Sky Administrator at Gemini Fund Services
Industry Financial Services
Experience
Gemini Fund Services May 2012 - Present
Ivy Asset Management Corp January 2009 - October 2010
Ivy Asset Management January 2004 - December 2008
Ivy Asset Management August 2000 - December 2003
First Empire Securities, Inc January 1998 - July 2000
Long Island Savings Bank August 1988 - December 1997
Skills
Problem Solving, Time Management, Process Improvement, Procedure Development, Project Execution, Hedge Funds, Investments, Excel, Asset Management, Compliance, Customer Relations, Microsoft Office, Bloomberg, Microsoft Excel, Data Analysis, Project Management, Finance, Asset Managment, Management, Customer Service, Analysis
Education
Suffolk County Community College
AAS, Business Administration
Gemini Fund Services May 2012 - Present
Ivy Asset Management Corp January 2009 - October 2010
Ivy Asset Management January 2004 - December 2008
Ivy Asset Management August 2000 - December 2003
First Empire Securities, Inc January 1998 - July 2000
Long Island Savings Bank August 1988 - December 1997
Skills
Problem Solving, Time Management, Process Improvement, Procedure Development, Project Execution, Hedge Funds, Investments, Excel, Asset Management, Compliance, Customer Relations, Microsoft Office, Bloomberg, Microsoft Excel, Data Analysis, Project Management, Finance, Asset Managment, Management, Customer Service, Analysis
Education
Suffolk County Community College
AAS, Business Administration
Enas S Jaheen's Gemini Fund Services Experience July 2015 - Present
Job Business Systems Analyst at Gemini Fund Services
Industry Computer Software
Experience
Gemini Fund Services July 2015 - Present
Lincoln Financial Group October 2011 - Present
Agile Transformation, Inc December 2010 - October 2011
CSG Systems April 2008 - March 2010
Data Support Systems, Inc April 2007 - April 2008
Wells Fargo Bank October 2003 - April 2007
Skills
Analysis, Meeting Facilitation, ScurmMaster Certified..., Agile Method, Scrum,..., Workshop Facilitation, Agile Methodologies, Scrum, Business Analysis, Requirements Analysis, Process Improvement, Agile Project Management, Systems Analysis, Software Project..., SQL, Testing, .NET, Requirements Gathering, SDLC
Education
Bellevue University 2004 — 2006
Bachelor Degree, Managment Information Systems
Metropolitan Community College 2002 — 2004
Associate, Information Technology
AgileTransformation.com
Gemini Fund Services July 2015 - Present
Lincoln Financial Group October 2011 - Present
Agile Transformation, Inc December 2010 - October 2011
CSG Systems April 2008 - March 2010
Data Support Systems, Inc April 2007 - April 2008
Wells Fargo Bank October 2003 - April 2007
Skills
Analysis, Meeting Facilitation, ScurmMaster Certified..., Agile Method, Scrum,..., Workshop Facilitation, Agile Methodologies, Scrum, Business Analysis, Requirements Analysis, Process Improvement, Agile Project Management, Systems Analysis, Software Project..., SQL, Testing, .NET, Requirements Gathering, SDLC
Education
Bellevue University 2004 — 2006
Bachelor Degree, Managment Information Systems
Metropolitan Community College 2002 — 2004
Associate, Information Technology
AgileTransformation.com
Hayley Fiorella Hayley Fiorella's Gemini Fund Services Experience August 2011 - December 2013
Job Accountant at Technology Crossover Ventures
Industry Accounting
Experience
Technology Crossover Ventures April 2015 - Present
Gemni Hedge Fund Services January 2014 - March 2015
Gemini Fund Services August 2011 - December 2013
The UPS Store June 2005 - December 2010
Handshake Marketing June 2010 - August 2010
Equinox May 2010 - August 2010
Skills
Microsoft Excel, Outlook, Accounting, Bloomberg, PAM for Securities, SunGard, Portfolio Management, Investments, Customer Service, Hedge Funds, Microsoft Office, Mutual Funds, Microsoft Word, Social Networking, Marketing, PowerPoint, Forecasting, Recruiting
Education
Hofstra University 2008 — 2011
BBA, Business Marketing, Psychology
Technology Crossover Ventures April 2015 - Present
Gemni Hedge Fund Services January 2014 - March 2015
Gemini Fund Services August 2011 - December 2013
The UPS Store June 2005 - December 2010
Handshake Marketing June 2010 - August 2010
Equinox May 2010 - August 2010
Skills
Microsoft Excel, Outlook, Accounting, Bloomberg, PAM for Securities, SunGard, Portfolio Management, Investments, Customer Service, Hedge Funds, Microsoft Office, Mutual Funds, Microsoft Word, Social Networking, Marketing, PowerPoint, Forecasting, Recruiting
Education
Hofstra University 2008 — 2011
BBA, Business Marketing, Psychology
Michelle Romans Maldonado's Gemini Fund Services Experience October 2002 - Present
Job Vice President, Gemini Hedge Fund Services
Industry Financial Services
Experience
Gemini Fund Services October 2002 - Present
Skills
Hedge Funds, Fund Accounting, Alternative Investments, Mutual Funds, Private Equity, Investor Relations, Bloomberg, Accounting System, Securities, Client Services, Key Client Relationships, Leadership, Asset Management, Portfolio Management
Education
Marist College
Bachelor of Science, Finance
Gemini Fund Services October 2002 - Present
Skills
Hedge Funds, Fund Accounting, Alternative Investments, Mutual Funds, Private Equity, Investor Relations, Bloomberg, Accounting System, Securities, Client Services, Key Client Relationships, Leadership, Asset Management, Portfolio Management
Education
Marist College
Bachelor of Science, Finance
Parminder Kaur Parminder Kaur's Gemini Fund Services Experience June 2013 - Present
Job Fund Accountant at Gemini Fund Services
Industry Financial Services
Experience
Gemini Fund Services June 2013 - Present
Capital One January 2011 - February 2013
Skills
Mutual Funds, Accounting, Multicultural, Multi Tasking, Analytical Skills, Microsoft Office, Microsoft Excel, Microsoft Word, PAM for Securities, Bloomberg, Bloomberg Terminal, High Yield Bonds, FX Options, Options Strategies, Option Pricing Models, Account Reconciliation, Assets Recovery, Finance, Budgets, Banking, Equities, Investments, Financial Analysis, Management, Outlook, PowerPoint, Risk Management
Education
Briarcliffe College 2012 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
Queensborough Community College 2009 — 2011
Transfer, Finance, General
Gemini Fund Services June 2013 - Present
Capital One January 2011 - February 2013
Skills
Mutual Funds, Accounting, Multicultural, Multi Tasking, Analytical Skills, Microsoft Office, Microsoft Excel, Microsoft Word, PAM for Securities, Bloomberg, Bloomberg Terminal, High Yield Bonds, FX Options, Options Strategies, Option Pricing Models, Account Reconciliation, Assets Recovery, Finance, Budgets, Banking, Equities, Investments, Financial Analysis, Management, Outlook, PowerPoint, Risk Management
Education
Briarcliffe College 2012 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
Queensborough Community College 2009 — 2011
Transfer, Finance, General
Sam Singh Sam Singh's Gemini Fund Services Experience January 2015 - Present
Job Vice President at Gemini Fund Services
Industry Financial Services
Experience
Gemini Fund Services January 2015 - Present
Gemini Fund Services September 2011 - December 2014
BNY Mellon January 2007 - September 2011
UBS Global Asset Management November 2004 - January 2007
Citigroup Asset Management July 1999 - November 2004
Skills
Mutual Funds, Securities, Asset Management, Microsoft Excel, Investments, Hedge Funds, Equities, Financial Analysis, Outlook, Accounting, Customer Service, Microsoft Office, Bloomberg, Portfolio Management, Finance, Microsoft Word, Fixed Income, Access, Alternative Investments, PowerPoint, Fund Administration, Fund Accounting, Fund Of Funds, Investment Management, Financial Reporting, Derivatives, Bloomberg Terminal, Account Reconciliation, ETFs, Valuation, Options, Corporate Actions, Asset Allocation, Financial Services, Equity Derivatives, Swaps, Auditing
Education
City University of New York-Baruch College 1994 — 1999
Bachelor's Degree, Accounting
Gemini Fund Services January 2015 - Present
Gemini Fund Services September 2011 - December 2014
BNY Mellon January 2007 - September 2011
UBS Global Asset Management November 2004 - January 2007
Citigroup Asset Management July 1999 - November 2004
Skills
Mutual Funds, Securities, Asset Management, Microsoft Excel, Investments, Hedge Funds, Equities, Financial Analysis, Outlook, Accounting, Customer Service, Microsoft Office, Bloomberg, Portfolio Management, Finance, Microsoft Word, Fixed Income, Access, Alternative Investments, PowerPoint, Fund Administration, Fund Accounting, Fund Of Funds, Investment Management, Financial Reporting, Derivatives, Bloomberg Terminal, Account Reconciliation, ETFs, Valuation, Options, Corporate Actions, Asset Allocation, Financial Services, Equity Derivatives, Swaps, Auditing
Education
City University of New York-Baruch College 1994 — 1999
Bachelor's Degree, Accounting
Andrea Tiernan Andrea Tiernan's Gemini Fund Services Experience August 2010 - August 2011
Job Independent Sales Consultant at Norwex USA
Industry Financial Services
Experience
Norwex USA 2014 - Present
Weitz Investment Management August 2011 - July 2015
Gemini Fund Services August 2010 - August 2011
Gemini Fund Services April 2008 - July 2010
Gemini Fund Services April 2007 - April 2008
Orion Advisor Services December 2006 - April 2007
CLS Investment Firm, LLC May 2006 - December 2006
WageWorks September 2003 - December 2005
M&I Bank May 2001 - January 2003
First National Bank of Omaha January 2001 - April 2001
Skills
Financial Reporting, Data Analysis, Securities, Mutual Funds, Fund Accounting, Financial Analysis, Finance, Accounting, Microsoft Excel, Microsoft Office
Education
University of Wisconsin-Milwaukee - Lubar School of Business 2003 — 2005
BBA, Finance and International Business
Metropolitan Community College 1998 — 2003
Associate of Applied Science, Business
Norwex USA 2014 - Present
Weitz Investment Management August 2011 - July 2015
Gemini Fund Services August 2010 - August 2011
Gemini Fund Services April 2008 - July 2010
Gemini Fund Services April 2007 - April 2008
Orion Advisor Services December 2006 - April 2007
CLS Investment Firm, LLC May 2006 - December 2006
WageWorks September 2003 - December 2005
M&I Bank May 2001 - January 2003
First National Bank of Omaha January 2001 - April 2001
Skills
Financial Reporting, Data Analysis, Securities, Mutual Funds, Fund Accounting, Financial Analysis, Finance, Accounting, Microsoft Excel, Microsoft Office
Education
University of Wisconsin-Milwaukee - Lubar School of Business 2003 — 2005
BBA, Finance and International Business
Metropolitan Community College 1998 — 2003
Associate of Applied Science, Business
Carlene Reilly Carlene Reilly's Gemini Fund Services Experience February 2014 - Present
Job Manager, Fund Administration at Gemini Fund Services
Industry Financial Services
Experience
Gemini Fund Services February 2014 - Present
Gemini Fund Services June 2012 - February 2014
Gemini Fund Services October 2011 - June 2012
Gemini Fund Services December 2006 - October 2011
Gemini Fund Services August 2005 - December 2006
Skills
Mutual Funds, Fund Accounting, Fund Administration, Financial Reporting, Corporate Actions, Valuation, Balance, Equities, Fixed Income, Options, Managed Futures, FX Trading, Total Return Swaps, Equity Swaps, Fund Of Funds, REIT, CTAs, Microsoft Office, Bloomberg Terminal, PAM for Securities, Charles River IMS, Confluence, Alternative Investments, Bloomberg
Education
Hofstra University 2001 — 2005
BBA, Business Computer Information Systems
Gemini Fund Services February 2014 - Present
Gemini Fund Services June 2012 - February 2014
Gemini Fund Services October 2011 - June 2012
Gemini Fund Services December 2006 - October 2011
Gemini Fund Services August 2005 - December 2006
Skills
Mutual Funds, Fund Accounting, Fund Administration, Financial Reporting, Corporate Actions, Valuation, Balance, Equities, Fixed Income, Options, Managed Futures, FX Trading, Total Return Swaps, Equity Swaps, Fund Of Funds, REIT, CTAs, Microsoft Office, Bloomberg Terminal, PAM for Securities, Charles River IMS, Confluence, Alternative Investments, Bloomberg
Education
Hofstra University 2001 — 2005
BBA, Business Computer Information Systems
Ahrorjon Kuldashev Ahrorjon Kuldashev's Gemini Fund Services Experience May 2013 - Present
Job Senior Mutual Fund Accountant at Gemini Fund Services Group, LLC
Industry Financial Services
Experience
Gemini Fund Services May 2013 - Present
Gemini Fund Services November 2011 - May 2013
University of Nebraska January 2009 - December 2010
Skills
Accounting, Microsoft Excel, US GAAP, FARS, Princeton Asset..., InvestOne from SunGard
Education
University of Nebraska at Omaha 2007 — 2009
Master's degree, Accounting
University of World Economy and Diplomacy 2000 — 2005
Bachelor's Degree, Business Administration and Management, General
Gemini Fund Services May 2013 - Present
Gemini Fund Services November 2011 - May 2013
University of Nebraska January 2009 - December 2010
Skills
Accounting, Microsoft Excel, US GAAP, FARS, Princeton Asset..., InvestOne from SunGard
Education
University of Nebraska at Omaha 2007 — 2009
Master's degree, Accounting
University of World Economy and Diplomacy 2000 — 2005
Bachelor's Degree, Business Administration and Management, General
Claire Harrington Claire Harrington's Gemini Fund Services Experience May 2015 - Present
Job Fund Accounting Intern at Gemini Fund Services
Industry
Experience
Gemini Fund Services May 2015 - Present
YMCA Day Camp Spring Lake June 2012 - August 2014
St. Patrick's Guild August 2009 - August 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, PowerPoint
Education
Creighton University 2012 — 2016
Accounting, Junior
Gemini Fund Services May 2015 - Present
YMCA Day Camp Spring Lake June 2012 - August 2014
St. Patrick's Guild August 2009 - August 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, PowerPoint
Education
Creighton University 2012 — 2016
Accounting, Junior
Katie Yockey Katie Yockey's Gemini Fund Services Experience August 2012 - Present
Job Client Relationship Manager at Gemini Fund Services
Industry Financial Services
Experience
Gemini Fund Services August 2012 - Present
OfficeTeam May 2012 - August 2012
The Bon Ton Stores Inc. 2003 - 2011
Skills
Recruiting, Customer Service, Sales Management, Event Planning, Sales, Applicant Tracking..., Talent Acquisition, Cold Calling, Microsoft Office, Leadership Development, Marketing, Leadership, Coaching, Public Speaking, Outlook, Social Networking, Training, Team Building, Human Resources, Management, Time Management, Interviews, Customer Satisfaction, Microsoft Excel, Social Media Marketing, New Business Development, Salesforce.com, Account Management, PowerPoint
Education
University of Nebraska at Omaha 2003 — 2006
BA, International Studies and Programs
Gemini Fund Services August 2012 - Present
OfficeTeam May 2012 - August 2012
The Bon Ton Stores Inc. 2003 - 2011
Skills
Recruiting, Customer Service, Sales Management, Event Planning, Sales, Applicant Tracking..., Talent Acquisition, Cold Calling, Microsoft Office, Leadership Development, Marketing, Leadership, Coaching, Public Speaking, Outlook, Social Networking, Training, Team Building, Human Resources, Management, Time Management, Interviews, Customer Satisfaction, Microsoft Excel, Social Media Marketing, New Business Development, Salesforce.com, Account Management, PowerPoint
Education
University of Nebraska at Omaha 2003 — 2006
BA, International Studies and Programs
Kanav Khosla's Gemini Fund Services Experience May 2015 - Present
Job Fund Accountant at Gemini Fund Services
Industry Financial Services
Experience
Gemini Fund Services May 2015 - Present
NSC Wholesale Holdings, LLC DBA National Wholesale Liquidators April 2012 - April 2015
National Wholesale Liquidators September 2008 - January 2010
Skills
Customer Service, Operations Management, Team Building, Inventory Management, Public Speaking, Analysis, Retail, Process Improvement, Leadership, Management, Project Planning, Supply Chain Management, Strategic Planning, Budgets, Customer Relations, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Time Management
Education
Molloy College 2015 — 2017
Master of Business Administration (MBA), Marketing/Finance
Farmingdale State University of New York 2011 — 2012
Bachelors of Sciences, Business Management, 3.87 GPA
Suffolk County Community College 2009 — 2010
AAS, Business Administration
Gemini Fund Services May 2015 - Present
NSC Wholesale Holdings, LLC DBA National Wholesale Liquidators April 2012 - April 2015
National Wholesale Liquidators September 2008 - January 2010
Skills
Customer Service, Operations Management, Team Building, Inventory Management, Public Speaking, Analysis, Retail, Process Improvement, Leadership, Management, Project Planning, Supply Chain Management, Strategic Planning, Budgets, Customer Relations, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Time Management
Education
Molloy College 2015 — 2017
Master of Business Administration (MBA), Marketing/Finance
Farmingdale State University of New York 2011 — 2012
Bachelors of Sciences, Business Management, 3.87 GPA
Suffolk County Community College 2009 — 2010
AAS, Business Administration
Morgan Frankin Morgan Frankin's Gemini Fund Services Experience May 2013 - Present
Job Treasury Analyst at Hayneedle, Inc.
Industry Accounting
Experience
Hayneedle, Inc. December 2014 - Present
Gemini Fund Services May 2013 - Present
Gemini Fund Services June 2013 - December 2014
Luther College Regents Center August 2010 - May 2013
Winneshiek Medical Center January 2013 - January 2013
Adventureland Park May 2012 - August 2012
HY-VEE September 2008 - August 2010
Grove Masonry Inc January 2008 - May 2008
Skills
Team Leadership, Communication, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Adobe Acrobat, Access, Customer Service, Critical Thinking, Time Management, Multi Tasking
Education
Luther College 2010 — 2013
Bachelor, Accounting, Senior
DMACC
Hayneedle, Inc. December 2014 - Present
Gemini Fund Services May 2013 - Present
Gemini Fund Services June 2013 - December 2014
Luther College Regents Center August 2010 - May 2013
Winneshiek Medical Center January 2013 - January 2013
Adventureland Park May 2012 - August 2012
HY-VEE September 2008 - August 2010
Grove Masonry Inc January 2008 - May 2008
Skills
Team Leadership, Communication, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Adobe Acrobat, Access, Customer Service, Critical Thinking, Time Management, Multi Tasking
Education
Luther College 2010 — 2013
Bachelor, Accounting, Senior
DMACC
Nick Varriale's Gemini Fund Services Experience May 2015 - Present
Job Mutual Fund Administration Intern at Gemini Fund Services
Industry Financial Services
Experience
Gemini Fund Services May 2015 - Present
Outback Steakhouse July 2014 - Present
Bethpage Federal Credit Union January 2011 - July 2014
Skills
Customer Service, Microsoft Office, Social Media, PowerPoint, Leadership, Research, Teaching, Financial Analysis, Microsoft Excel, Microsoft Word, Banking, Finance, Sales
Education
State University of New York College at Old Westbury 2013 — 2016
Bachelor's Degree, Finance
Gemini Fund Services May 2015 - Present
Outback Steakhouse July 2014 - Present
Bethpage Federal Credit Union January 2011 - July 2014
Skills
Customer Service, Microsoft Office, Social Media, PowerPoint, Leadership, Research, Teaching, Financial Analysis, Microsoft Excel, Microsoft Word, Banking, Finance, Sales
Education
State University of New York College at Old Westbury 2013 — 2016
Bachelor's Degree, Finance
Matthew Repetto Matthew Repetto's Gemini Fund Services Experience August 2013 - August 2014
Job J.D. Candidate, St. John's University School of Law
Industry Legal Services
Experience
Financial Industry Regulatory Authority (FINRA) September 2015 - Present
United States District Court, Southern District of New York May 2015 - Present
Gemini Fund Services August 2013 - August 2014
Town of Babylon June 2007 - August 2014
New York State Assembly January 2012 - June 2012
Saratoga Town Court September 2011 - December 2011
Skills
Leadership, Social Media, Social Networking, Team Leadership, Microsoft Office, Politics, Political Campaigns, Government, Legislative Affairs, Courts, Financial Services, Legislative Relations, Public Speaking, Event Planning, Grassroots Organizing, Research, Public Relations, Security, PowerPoint, Spanish, Legal Research, Community Outreach, Legal Writing
Education
St. John's University School of Law 2014 — 2017
Doctor of Law (J.D.), Law
State University of New York at Albany 2009 — 2013
Bachelor of Arts (B.A.), Political Science and Criminal Justice
Financial Industry Regulatory Authority (FINRA) September 2015 - Present
United States District Court, Southern District of New York May 2015 - Present
Gemini Fund Services August 2013 - August 2014
Town of Babylon June 2007 - August 2014
New York State Assembly January 2012 - June 2012
Saratoga Town Court September 2011 - December 2011
Skills
Leadership, Social Media, Social Networking, Team Leadership, Microsoft Office, Politics, Political Campaigns, Government, Legislative Affairs, Courts, Financial Services, Legislative Relations, Public Speaking, Event Planning, Grassroots Organizing, Research, Public Relations, Security, PowerPoint, Spanish, Legal Research, Community Outreach, Legal Writing
Education
St. John's University School of Law 2014 — 2017
Doctor of Law (J.D.), Law
State University of New York at Albany 2009 — 2013
Bachelor of Arts (B.A.), Political Science and Criminal Justice
Scott Lemmon Scott Lemmon's Gemini Fund Services Experience May 2001 - Present
Job Sr. Control Accounting Manager Transfer Agent at Gemini Fund Services
Industry Financial Services
Experience
Gemini Fund Services May 2001 - Present
Skills
Mutual Funds, Custody Administration
Education
Chadron State College 1992 — 1996
Bachelor's Degree, Mathematics
Gemini Fund Services May 2001 - Present
Skills
Mutual Funds, Custody Administration
Education
Chadron State College 1992 — 1996
Bachelor's Degree, Mathematics
Christina Sharp Christina Sharp's Gemini Fund Services Experience February 2014 - Present
Job Fund Accountant at Gemini Fund Services, LLC
Industry Investment Banking
Experience
Gemini Fund Services February 2014 - Present
BLS Limousine Service Inc December 2011 - January 2014
Applebee's January 2010 - January 2012
Walt Disney World September 2008 - January 2009
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Microsoft Dynamics, FrontPage, DocStar, Typing, Account Reconciliation, General Ledger, Accounting, Office Management, Office Administration, Customer Service, Invoicing, Teamwork, Accounts Receivable, Accounts Payable, Administration, Spreadsheets, Microsoft Office, Hospitality, Bloomberg, Financial Accounting, Mutual Funds, Data Entry, Event Planning, Financial Reporting
Education
Briarcliffe College 2010 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Nassau Community College 2005 — 2007
Associate of Arts and Sciences (A.A.S.), Office Tech Admin Support
Gemini Fund Services February 2014 - Present
BLS Limousine Service Inc December 2011 - January 2014
Applebee's January 2010 - January 2012
Walt Disney World September 2008 - January 2009
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Microsoft Dynamics, FrontPage, DocStar, Typing, Account Reconciliation, General Ledger, Accounting, Office Management, Office Administration, Customer Service, Invoicing, Teamwork, Accounts Receivable, Accounts Payable, Administration, Spreadsheets, Microsoft Office, Hospitality, Bloomberg, Financial Accounting, Mutual Funds, Data Entry, Event Planning, Financial Reporting
Education
Briarcliffe College 2010 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Nassau Community College 2005 — 2007
Associate of Arts and Sciences (A.A.S.), Office Tech Admin Support
Kulbir Zoria Kulbir Zoria's Gemini Fund Services Experience September 2013 - Present
Job Mutual Fund Accountant
Industry Financial Services
Experience
Gemini Fund Services September 2013 - Present
J.K. Construction NY Inc. June 2009 - Present
Astoria Bank October 2011 - January 2013
Summit Security Services, Inc. October 2008 - January 2009
Comp USA November 2006 - March 2007
Skills
Bloomberg Terminal, PAM for Securities, Outlook, PowerPoint, Microsoft Excel, Microsoft Word, Payroll, Banking, Cross Selling, Cash Management, Mortgage Banking, Retail Banking, Deposits, Branch Banking, Loan Origination, Core Banking, Branch Management, Bank Secrecy Act, Microsoft Office
Education
Adelphi University 2015 — 2017
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law, 3.2
Stony Brook University 2007 — 2011
Bachelor of Science (BS), Business Management
Gemini Fund Services September 2013 - Present
J.K. Construction NY Inc. June 2009 - Present
Astoria Bank October 2011 - January 2013
Summit Security Services, Inc. October 2008 - January 2009
Comp USA November 2006 - March 2007
Skills
Bloomberg Terminal, PAM for Securities, Outlook, PowerPoint, Microsoft Excel, Microsoft Word, Payroll, Banking, Cross Selling, Cash Management, Mortgage Banking, Retail Banking, Deposits, Branch Banking, Loan Origination, Core Banking, Branch Management, Bank Secrecy Act, Microsoft Office
Education
Adelphi University 2015 — 2017
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law, 3.2
Stony Brook University 2007 — 2011
Bachelor of Science (BS), Business Management
Brian Miele's Gemini Fund Services Experience October 2013 - Present
Job Mutual Fund Accountant at Gemini Fund Services
Industry Financial Services
Experience
Gemini Fund Services October 2013 - Present
D&B Engineers and Architects, P.C. March 2012 - October 2013
Miele Auto Repair June 2011 - March 2012
One Stop Party Rental June 2005 - June 2011
Skills
Microsoft Office, Windows, Economics, Decision Analysis, Financial Analysis, Corporate Finance, Mutual Funds
Education
Stony Brook University 2007 — 2011
Bachelor of Arts (B.A.), Economics
Gemini Fund Services October 2013 - Present
D&B Engineers and Architects, P.C. March 2012 - October 2013
Miele Auto Repair June 2011 - March 2012
One Stop Party Rental June 2005 - June 2011
Skills
Microsoft Office, Windows, Economics, Decision Analysis, Financial Analysis, Corporate Finance, Mutual Funds
Education
Stony Brook University 2007 — 2011
Bachelor of Arts (B.A.), Economics
Joel Rainear-Wills Joel Rainear-Wills's Gemini Fund Services Experience August 2012 - June 2015
Job Software Developer Who Rejects The Status Quo
Industry Information Technology and Services
Experience
Catch Intelligence June 2015 - Present
Gemini Fund Services August 2012 - June 2015
United States Air Force February 2003 - February 2009
Skills
Account Reconciliation, Accounting, Microsoft Office, Microsoft Excel, Microsoft Word, Access, PowerPoint, Financial Analysis, Budgets, Leadership, Communication, Research, Strategic Planning, SQL, Visual C#, VB.NET, Microsoft SQL Server, Python, WPF Development, VBA, MySQL, C++, AngularJS, Bootstrap, jQuery, ASP.NET MVC, Java
Education
Metropolitan Community College 2014 — 2015
Associate's Degree, Management Information Systems, 3.7
University of Nebraska at Omaha 2007 — 2011
BGS, Accounting
Maury High School 1998 — 2000
HSD
Catch Intelligence June 2015 - Present
Gemini Fund Services August 2012 - June 2015
United States Air Force February 2003 - February 2009
Skills
Account Reconciliation, Accounting, Microsoft Office, Microsoft Excel, Microsoft Word, Access, PowerPoint, Financial Analysis, Budgets, Leadership, Communication, Research, Strategic Planning, SQL, Visual C#, VB.NET, Microsoft SQL Server, Python, WPF Development, VBA, MySQL, C++, AngularJS, Bootstrap, jQuery, ASP.NET MVC, Java
Education
Metropolitan Community College 2014 — 2015
Associate's Degree, Management Information Systems, 3.7
University of Nebraska at Omaha 2007 — 2011
BGS, Accounting
Maury High School 1998 — 2000
HSD
Kara Baird Kara Baird's Gemini Fund Services Experience May 2001 - Present
Job Senior Vice President, Transfer Agent at Gemini Fund Services
Industry Financial Services
Experience
Gemini Fund Services May 2001 - Present
Gemini Fund Services, LLC May 2001 - June 2012
Pioneer Investments November 1997 - May 2001
Skills
Customer Service, Customer Relations, Call Center, Operations Management, Mutual Funds, Alternative Investments, Hedge Funds, Asset Management, Call Centers, Series 6, Investments, Securities, Management, Financial Services, Investment Advisory, Wealth Management, Financial Analysis, Asset Allocation, Banking
Education
Midland University 1993 — 1997
BSBA, Management and Marketing
Gemini Fund Services May 2001 - Present
Gemini Fund Services, LLC May 2001 - June 2012
Pioneer Investments November 1997 - May 2001
Skills
Customer Service, Customer Relations, Call Center, Operations Management, Mutual Funds, Alternative Investments, Hedge Funds, Asset Management, Call Centers, Series 6, Investments, Securities, Management, Financial Services, Investment Advisory, Wealth Management, Financial Analysis, Asset Allocation, Banking
Education
Midland University 1993 — 1997
BSBA, Management and Marketing
Richard Malinowski, Esq. Richard Malinowski, Esq.'s Gemini Fund Services Experience September 2012 - Present
Job AVP of Legal Admin at Gemini Fund Services
Industry Financial Services
Experience
Gemini Fund Services September 2012 - Present
BNY Mellon Investment Servicing, Inc. May 2006 - September 2012
Skills
Mutual Funds, Securities, Asset Management, Legal Research, Customer Satisfaction, Legal Writing, Leadership, Customer Service, Data Analysis, Microsoft Office, Due Diligence, Project Management, Investment Advisory, Financial Analysis, Hedge Funds, Investment Management, Corporate Law, Alternative Investments
Education
Widener University School of Law 2008 — 2012
J.D., Law
Northeastern University 2001 — 2006
B.S., Political Science
Gemini Fund Services September 2012 - Present
BNY Mellon Investment Servicing, Inc. May 2006 - September 2012
Skills
Mutual Funds, Securities, Asset Management, Legal Research, Customer Satisfaction, Legal Writing, Leadership, Customer Service, Data Analysis, Microsoft Office, Due Diligence, Project Management, Investment Advisory, Financial Analysis, Hedge Funds, Investment Management, Corporate Law, Alternative Investments
Education
Widener University School of Law 2008 — 2012
J.D., Law
Northeastern University 2001 — 2006
B.S., Political Science
Gavin Tadiello Gavin Tadiello's Gemini Fund Services Experience October 2009 - February 2012
Job Business Consulting Senior Specialist at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual August 2014 - Present
Northwestern Mutual February 2012 - July 2014
Gemini Fund Services October 2009 - February 2012
Janus Capital Group February 2008 - October 2008
Bankrate, Inc. September 2006 - October 2007
Skills
Mutual Funds, Financial Analysis, Securities, Investments, Asset Management, Portfolio Management, Asset Allocation, Alternative Investments, Financial Modeling, Finance, Bloomberg, Strategic Financial...
Education
Northern Michigan University 2001 — 2005
Bachelors, Economics
Forest Park HS
Northwestern Mutual August 2014 - Present
Northwestern Mutual February 2012 - July 2014
Gemini Fund Services October 2009 - February 2012
Janus Capital Group February 2008 - October 2008
Bankrate, Inc. September 2006 - October 2007
Skills
Mutual Funds, Financial Analysis, Securities, Investments, Asset Management, Portfolio Management, Asset Allocation, Alternative Investments, Financial Modeling, Finance, Bloomberg, Strategic Financial...
Education
Northern Michigan University 2001 — 2005
Bachelors, Economics
Forest Park HS
Amanda Exler's Gemini Fund Services Experience May 2015 - Present
Job Legal Assistant at Gemini Fund Services
Industry Legal Services
Experience
Gemini Fund Services May 2015 - Present
Providence College August 2011 - Present
Education
Providence College 2011 — 2015
Political Science and Government
Boston University London Internship Program 2013 — 2013
Political Science Track, Political Track
Saint Dominic High School 2007 — 2011
Gemini Fund Services May 2015 - Present
Providence College August 2011 - Present
Education
Providence College 2011 — 2015
Political Science and Government
Boston University London Internship Program 2013 — 2013
Political Science Track, Political Track
Saint Dominic High School 2007 — 2011
Josh Kohn-Lindquist Josh Kohn-Lindquist's Gemini Fund Services Experience November 2013 - Present
Job Sr. Fund Accountant at Gemini Fund Services
Industry Accounting
Experience
Gemini Fund Services November 2013 - Present
The Motley Fool September 2012 - November 2013
Two Rivers Golf Club May 2005 - October 2013
Skills
Fund Accounting, Investments, Accounting, Budgets, Customer Service, Stocks, Financial Analysis
Education
The University of South Dakota 2006 — 2010
Bachelor of Arts (BA), Business Management
Gemini Fund Services November 2013 - Present
The Motley Fool September 2012 - November 2013
Two Rivers Golf Club May 2005 - October 2013
Skills
Fund Accounting, Investments, Accounting, Budgets, Customer Service, Stocks, Financial Analysis
Education
The University of South Dakota 2006 — 2010
Bachelor of Arts (BA), Business Management
Matthew Rossi Matthew Rossi's Gemini Fund Services Experience October 2014 - Present
Job Fund Accountant at Gemini Fund Services, LLC
Industry Financial Services
Experience
Gemini Fund Services October 2014 - Present
Adecco USA September 2014 - October 2014
Hi-Tech Pharmacal July 2014 - August 2014
SUNY New Paltz January 2012 - August 2014
Stop & Shop June 2011 - May 2014
Skills
Computers, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, SPSS, Access, Time Management, Outlook, Social Networking, Leadership, Invoicing, Accounting
Education
State University of New York at New Paltz 2010 — 2014
Bachelor's Degree, Accounting
St. Joseph's College
Master of Business Administration (M.B.A.)
Gemini Fund Services October 2014 - Present
Adecco USA September 2014 - October 2014
Hi-Tech Pharmacal July 2014 - August 2014
SUNY New Paltz January 2012 - August 2014
Stop & Shop June 2011 - May 2014
Skills
Computers, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, SPSS, Access, Time Management, Outlook, Social Networking, Leadership, Invoicing, Accounting
Education
State University of New York at New Paltz 2010 — 2014
Bachelor's Degree, Accounting
St. Joseph's College
Master of Business Administration (M.B.A.)
Karina Vlajic Karina Vlajic's Gemini Fund Services Experience March 2014 - Present
Job Hedge Fund Accountant at Gemini Fund Services
Industry Accounting
Experience
Gemini Fund Services March 2014 - Present
Collective Digital Studio 2013 - 2014
Lifetime Brands June 2012 - August 2012
FremantleMedia June 2011 - August 2011
Panhellenic Council January 2011 - May 2011
Budd-Eaze October 2009 - May 2010
Skills
Microsoft Excel, Entrepreneurship, Leadership, Strategic Planning, Competitor Analysis, Brand Management, Idea Generation, New Business Development, SWOT analysis, Product Development, Sales, Analytics, Negotiation, Finance, Integrated Marketing, Competitive Analysis
Education
Babson College 2009 — 2013
Bachelor of Science in Business Management, Finance
Bocconi University 2011 — 2011
Brooklyn Technical High School 2005 — 2009
Law and Society
Gemini Fund Services March 2014 - Present
Collective Digital Studio 2013 - 2014
Lifetime Brands June 2012 - August 2012
FremantleMedia June 2011 - August 2011
Panhellenic Council January 2011 - May 2011
Budd-Eaze October 2009 - May 2010
Skills
Microsoft Excel, Entrepreneurship, Leadership, Strategic Planning, Competitor Analysis, Brand Management, Idea Generation, New Business Development, SWOT analysis, Product Development, Sales, Analytics, Negotiation, Finance, Integrated Marketing, Competitive Analysis
Education
Babson College 2009 — 2013
Bachelor of Science in Business Management, Finance
Bocconi University 2011 — 2011
Brooklyn Technical High School 2005 — 2009
Law and Society
Jen (Layne) Sorenson's Gemini Fund Services Experience June 2006 - Present
Job Event, Marketing and Branding Expert: Pushing the Creative Envelope
Industry Financial Services
Experience
Gemini Fund Services June 2006 - Present
CLS Investment Firm, LLC May 2007 - January 2008
First National Bank Omaha 1998 - 2006
Skills
Corporate Branding, Meeting Planning, Marketing Communications, Email Marketing, Social Media Marketing, Direct Marketing, Marketing Strategy, Marketing, New Business Development, Event Planning, Corporate Events, Public Relations, Social Media, Mutual Funds, Hedge Funds, Sales, E-commerce, Management, Strategy, B2B Marketing
Education
Nebraska Wesleyan University 1994 — 1998
Business Administration, Marketing
Gemini Fund Services June 2006 - Present
CLS Investment Firm, LLC May 2007 - January 2008
First National Bank Omaha 1998 - 2006
Skills
Corporate Branding, Meeting Planning, Marketing Communications, Email Marketing, Social Media Marketing, Direct Marketing, Marketing Strategy, Marketing, New Business Development, Event Planning, Corporate Events, Public Relations, Social Media, Mutual Funds, Hedge Funds, Sales, E-commerce, Management, Strategy, B2B Marketing
Education
Nebraska Wesleyan University 1994 — 1998
Business Administration, Marketing
John M. Mackey John M. Mackey's Gemini Fund Services Experience September 2014 - Present
Job Mutual Fund Accountant at Gemini Fund Services
Industry Financial Services
Experience
Gemini Fund Services September 2014 - Present
Long Island State Veterans Home April 2014 - August 2014
Marist College May 2013 - August 2013
Marist Institute for Public Opinion April 2012 - August 2012
H.G. Page & Sons May 2011 - August 2011
Skills
Time Management, Microsoft Word, PowerPoint, Microsoft Office, Facebook, Internet, Typing, Databases, Customer Service, Data Entry, Telephone Skills, Event Planning, Leadership, Communication, Multi Tasking, Critical Thinking, Microsoft Excel, Public Speaking, Mutual Funds, Accounting, ETFs, Bloomberg Terminal
Education
Stony Brook University 2009 — 2014
Bachelor's degree, Political Science and Government
Stony Brook University 2009 — 2014
B.A, Political Science
Gemini Fund Services September 2014 - Present
Long Island State Veterans Home April 2014 - August 2014
Marist College May 2013 - August 2013
Marist Institute for Public Opinion April 2012 - August 2012
H.G. Page & Sons May 2011 - August 2011
Skills
Time Management, Microsoft Word, PowerPoint, Microsoft Office, Facebook, Internet, Typing, Databases, Customer Service, Data Entry, Telephone Skills, Event Planning, Leadership, Communication, Multi Tasking, Critical Thinking, Microsoft Excel, Public Speaking, Mutual Funds, Accounting, ETFs, Bloomberg Terminal
Education
Stony Brook University 2009 — 2014
Bachelor's degree, Political Science and Government
Stony Brook University 2009 — 2014
B.A, Political Science
Mark Kleinwolterink's Gemini Fund Services Experience July 2012 - Present
Job Accountant at Gemini Fund Services
Industry Food Production
Experience
Gemini Fund Services July 2012 - Present
ConAgra Foods June 2011 - July 2012
University of Nebraska–Lincoln 2007 - 2011
ConAgra Foods May 2010 - August 2010
Skills
SAP BPC, SAP R/3, Excel, Accounting, Finance, Account Reconciliation, General Ledger
Education
University of Nebraska-Lincoln 2007 — 2011
BSBA, Finance
University of Strathclyde
Gemini Fund Services July 2012 - Present
ConAgra Foods June 2011 - July 2012
University of Nebraska–Lincoln 2007 - 2011
ConAgra Foods May 2010 - August 2010
Skills
SAP BPC, SAP R/3, Excel, Accounting, Finance, Account Reconciliation, General Ledger
Education
University of Nebraska-Lincoln 2007 — 2011
BSBA, Finance
University of Strathclyde
Claudia Caceres's Gemini Fund Services Experience March 2012 - Present
Job Fund Administrator at Gemini Fund Services
Industry Financial Services
Experience
Gemini Fund Services March 2012 - Present
NYCB June 2007 - March 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Spanish, Mac OS X, Outlook, Microsoft Office, Marketing, Finance, Accounting, Financial Analysis, Bloomberg, Financial Reporting, Bloomberg Terminal, Financial Services, Team Leadership
Education
Hofstra University 2006 — 2010
Bachelor of Business Administration
Gemini Fund Services March 2012 - Present
NYCB June 2007 - March 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Spanish, Mac OS X, Outlook, Microsoft Office, Marketing, Finance, Accounting, Financial Analysis, Bloomberg, Financial Reporting, Bloomberg Terminal, Financial Services, Team Leadership
Education
Hofstra University 2006 — 2010
Bachelor of Business Administration
Tucker Webber, MBA Tucker Webber, MBA's Gemini Fund Services Experience August 2012 - August 2013
Job Trading Specialist at CLS Investments, LLC
Industry Financial Services
Experience
CLS Investments, LLC August 2013 - Present
Gemini Fund Services August 2012 - August 2013
Vatterott College April 2010 - April 2012
Securities America, Inc. Member FINRA/SIPC February 2008 - September 2009
Securities America, Inc. Member FINRA/SIPC May 2006 - September 2009
Skills
Wealth Management
Education
Bellevue University 2011 — 2012
Master of Business Administration (MBA), 4.0
Bellevue University 2007 — 2008
Bachelor of Science, Management
Metropolitan Community College 2005 — 2007
Associate, Business Management
CLS Investments, LLC August 2013 - Present
Gemini Fund Services August 2012 - August 2013
Vatterott College April 2010 - April 2012
Securities America, Inc. Member FINRA/SIPC February 2008 - September 2009
Securities America, Inc. Member FINRA/SIPC May 2006 - September 2009
Skills
Wealth Management
Education
Bellevue University 2011 — 2012
Master of Business Administration (MBA), 4.0
Bellevue University 2007 — 2008
Bachelor of Science, Management
Metropolitan Community College 2005 — 2007
Associate, Business Management
Adrianne Salvitti Adrianne Salvitti's Gemini Fund Services Experience July 2006 - December 2007
Job Local Partnerships Manager at Google
Industry Online Media
Experience
Google September 2011 - Present
BTIG LLC July 2010 - July 2011
J.P. Morgan March 2008 - July 2010
Bear Stearns December 2007 - March 2008
Gemini Fund Services July 2006 - December 2007
Education
St. Joseph's College
Bachelors, Mathematics
Google September 2011 - Present
BTIG LLC July 2010 - July 2011
J.P. Morgan March 2008 - July 2010
Bear Stearns December 2007 - March 2008
Gemini Fund Services July 2006 - December 2007
Education
St. Joseph's College
Bachelors, Mathematics
Eddie Lund's Gemini Fund Services Experience March 2007 - Present
Job VP Business Development at Gemini Fund Services
Industry Financial Services
Experience
Gemini Fund Services March 2007 - Present
OccuVax 2003 - 2006
Avaya 2000 - 2003
Skills
Mutual Funds, Hedge Funds, Alternative Investments, Fund Administration, Compliance, New Business Development, Consultative Selling, Fund Accounting, Securities, Portfolio Management, Series 7, Funding, Back Office, ETFs, Selling, Wealth Management, Investment Management, Asset Allocation, Investments, Asset Management, Management, Equities, Asset Managment, Financial Services, Financial Advisory, Investment Advisory, Series 63, Business Development, Investment Strategies, Trading, Marketing, Fixed Income, Finance
Education
Doane College 1997 — 2000
Bachelor of Science, Business Admin / Marketing
Burke High School
Gemini Fund Services March 2007 - Present
OccuVax 2003 - 2006
Avaya 2000 - 2003
Skills
Mutual Funds, Hedge Funds, Alternative Investments, Fund Administration, Compliance, New Business Development, Consultative Selling, Fund Accounting, Securities, Portfolio Management, Series 7, Funding, Back Office, ETFs, Selling, Wealth Management, Investment Management, Asset Allocation, Investments, Asset Management, Management, Equities, Asset Managment, Financial Services, Financial Advisory, Investment Advisory, Series 63, Business Development, Investment Strategies, Trading, Marketing, Fixed Income, Finance
Education
Doane College 1997 — 2000
Bachelor of Science, Business Admin / Marketing
Burke High School
Meredith Korkidis Meredith Korkidis's Gemini Fund Services Experience August 2012 - Present
Job Fund Accoutant at Gemini Fund Services
Industry Education Management
Experience
Gemini Fund Services August 2012 - Present
The Main Event August 2007 - August 2012
Massapequa High School October 2011 - June 2012
Bethpage Public Schools December 2010 - June 2012
Skills
Curriculum Design, Teaching, Mathematics Education, Tutoring, Curriculum Development, Educational Technology, Teacher Training, Educational Leadership, K-12, Instructional Design, Classroom Management, Algebra, Staff Development, Higher Education, Differentiated..., Lesson Planning, Research, E-Learning, Microsoft Office
Education
Long Island University, C.W. Post Campus 2008 — 2011
Master of Science (MS), Secondary Education and Teaching
Long Island University, C.W. Post Campus 2006 — 2008
Bachelor of Science (BS), Business Administration and Management, General
Gemini Fund Services August 2012 - Present
The Main Event August 2007 - August 2012
Massapequa High School October 2011 - June 2012
Bethpage Public Schools December 2010 - June 2012
Skills
Curriculum Design, Teaching, Mathematics Education, Tutoring, Curriculum Development, Educational Technology, Teacher Training, Educational Leadership, K-12, Instructional Design, Classroom Management, Algebra, Staff Development, Higher Education, Differentiated..., Lesson Planning, Research, E-Learning, Microsoft Office
Education
Long Island University, C.W. Post Campus 2008 — 2011
Master of Science (MS), Secondary Education and Teaching
Long Island University, C.W. Post Campus 2006 — 2008
Bachelor of Science (BS), Business Administration and Management, General
Jeremy Hauer Jeremy Hauer's Gemini Fund Services Experience January 2015 - Present
Job Fund Administration
Industry Financial Services
Experience
Gemini Fund Services January 2015 - Present
Gemini Fund Services October 2011 - Present
Gemini Fund Services October 2011 - November 2012
Lutz Financial October 2010 - February 2012
Northern Leauge July 2009 - October 2010
TD Ameritrade February 2010 - April 2010
Education
Creighton University 2007 — 2009
BSBA, Finance
Indian Hills Community College 2005 — 2007
AA degree
Gemini Fund Services January 2015 - Present
Gemini Fund Services October 2011 - Present
Gemini Fund Services October 2011 - November 2012
Lutz Financial October 2010 - February 2012
Northern Leauge July 2009 - October 2010
TD Ameritrade February 2010 - April 2010
Education
Creighton University 2007 — 2009
BSBA, Finance
Indian Hills Community College 2005 — 2007
AA degree
Christian Daemon's Gemini Fund Services Experience December 2006 - January 2014
Job Backlog Analyst at ACI Worldwide
Industry Financial Services
Experience
ACI Worldwide February 2014 - Present
Gemini Fund Services December 2006 - January 2014
Skills
Mutual Funds, Asset Management, Equities, Financial Analysis, Fund Accounting, Investments, Portfolio Management, Securities, Series 7, Strategic Planning
Education
Regis University 2007 — 2009
BS, Finance
ACI Worldwide February 2014 - Present
Gemini Fund Services December 2006 - January 2014
Skills
Mutual Funds, Asset Management, Equities, Financial Analysis, Fund Accounting, Investments, Portfolio Management, Securities, Series 7, Strategic Planning
Education
Regis University 2007 — 2009
BS, Finance
Stanley Ridore's Gemini Fund Services Experience 2001 - 2003
Job Supervisor at SS&C Technologies
Industry Financial Services
Experience
SS&C Technologies March 2008 - Present
Federal Home Loan Mortgage Corp May 2006 - March 2008
GlobeOp Financial Services LLC 2003 - 2005
Gemini Fund Services 2001 - 2003
Skills
Hedge Funds, Bloomberg, Financial Reporting, Securities
Education
Nyack College 2009 — 2011
MBA, Accounting
State University of New York at Stony Brook 1996 — 2001
Bachelor of Arts (B.A.), Economics
SS&C Technologies March 2008 - Present
Federal Home Loan Mortgage Corp May 2006 - March 2008
GlobeOp Financial Services LLC 2003 - 2005
Gemini Fund Services 2001 - 2003
Skills
Hedge Funds, Bloomberg, Financial Reporting, Securities
Education
Nyack College 2009 — 2011
MBA, Accounting
State University of New York at Stony Brook 1996 — 2001
Bachelor of Arts (B.A.), Economics
Jason Stern's Gemini Fund Services Experience August 2001 - July 2003
Job Vice President, Fund Controller at J.P. Morgan
Industry Accounting
Experience
J.P. Morgan April 2013 - Present
Goldman Sachs October 2005 - April 2013
Citigroup Asset Management July 2003 - October 2005
Gemini Fund Services August 2001 - July 2003
Skills
Equities, Derivatives, Fixed Income, Asset Managment, Mutual Funds, Fund Accounting, Financial Reporting, Fund Administration
Education
University at Albany 1997 — 2001
Bachelor of Science (BS), Finance
J.P. Morgan April 2013 - Present
Goldman Sachs October 2005 - April 2013
Citigroup Asset Management July 2003 - October 2005
Gemini Fund Services August 2001 - July 2003
Skills
Equities, Derivatives, Fixed Income, Asset Managment, Mutual Funds, Fund Accounting, Financial Reporting, Fund Administration
Education
University at Albany 1997 — 2001
Bachelor of Science (BS), Finance
Kim Wagner - Underwood's Gemini Fund Services Experience October 2011 - Present
Job Manager of Fund Accounting at Gemini Fund Services
Industry Financial Services
Experience
Gemini Fund Services October 2011 - Present
Bank of New York August 2006 - October 2011
Skills
Financial Reporting, Financial Analysis, Fixed Income, Accounting, Auditing, Banking, Financial Modeling, Corporate Finance, Fund Accounting, Portfolio Management, Financial Risk, Risk Management
Education
State University of New York College at Geneseo 1999 — 2003
Bachelor's degree, Business Administration and Management, General
Gemini Fund Services October 2011 - Present
Bank of New York August 2006 - October 2011
Skills
Financial Reporting, Financial Analysis, Fixed Income, Accounting, Auditing, Banking, Financial Modeling, Corporate Finance, Fund Accounting, Portfolio Management, Financial Risk, Risk Management
Education
State University of New York College at Geneseo 1999 — 2003
Bachelor's degree, Business Administration and Management, General
Kyle Hiatt's Gemini Fund Services Experience January 2001 - January 2002
Job EVP Business Development at Orion Advisor Services
Industry Financial Services
Experience
Orion Advisor Services April 2013 - Present
Orion Advisor Services October 2009 - April 2013
Orion Advisor Services January 2008 - October 2009
Orion Advisor Services September 2003 - January 2008
CLS Investment Firm, LLC July 2000 - October 2003
Gemini Fund Services January 2001 - January 2002
Skills
Performance Reporting, Outsourcing, Portfolio Management, Operations Management, Investments, Asset Managment, Investment Advisory, Wealth Management, Trading, Advisory fee billing, Finance, Management, Financial Advisory, Financial Services, Business Analysis, Mutual Funds, Securities, CRM, Business Development, Series 63, Alternative Investments, Strategic Financial..., 401k, Asset Management, ETFs, Financial Planning
Education
Bellevue University 2005 — 2008
MBA, Finance
Creighton University 1993 — 1997
BSBA, Finance
Orion Advisor Services April 2013 - Present
Orion Advisor Services October 2009 - April 2013
Orion Advisor Services January 2008 - October 2009
Orion Advisor Services September 2003 - January 2008
CLS Investment Firm, LLC July 2000 - October 2003
Gemini Fund Services January 2001 - January 2002
Skills
Performance Reporting, Outsourcing, Portfolio Management, Operations Management, Investments, Asset Managment, Investment Advisory, Wealth Management, Trading, Advisory fee billing, Finance, Management, Financial Advisory, Financial Services, Business Analysis, Mutual Funds, Securities, CRM, Business Development, Series 63, Alternative Investments, Strategic Financial..., 401k, Asset Management, ETFs, Financial Planning
Education
Bellevue University 2005 — 2008
MBA, Finance
Creighton University 1993 — 1997
BSBA, Finance
Suzanne Cioffi's Gemini Fund Services Experience April 2013 - Present
Job Compliance Manager at Gemini Fund Services
Industry Investment Management
Experience
Gemini Fund Services April 2013 - Present
Allianz Global Investors 2006 - February 2013
JPMorgan 1993 - 2006
PwC April 1993 - June 1995
Mitchell & Titus, LLP June 1989 - April 1993
Skills
Hedge Funds, Alternative Investments, Asset Management, Investments, Mutual Funds, Due Diligence
Education
Siena College 1985 — 1989
Bachelor of Business Administration (BBA), Accounting, Magna Cum Laude
Gemini Fund Services April 2013 - Present
Allianz Global Investors 2006 - February 2013
JPMorgan 1993 - 2006
PwC April 1993 - June 1995
Mitchell & Titus, LLP June 1989 - April 1993
Skills
Hedge Funds, Alternative Investments, Asset Management, Investments, Mutual Funds, Due Diligence
Education
Siena College 1985 — 1989
Bachelor of Business Administration (BBA), Accounting, Magna Cum Laude
Alex Dimitrakakis's Gemini Fund Services Experience February 2010 - Present
Job Mutual Fund Accountant at Gemini Fund Services
Industry Financial Services
Experience
Gemini Fund Services February 2010 - Present
Malverne Diner June 2006 - January 2009
Marist College Activities January 2006 - January 2009
Hydro Tech Environmental Corp. June 2004 - August 2008
Education
Marist College 2005 — 2009
Gemini Fund Services February 2010 - Present
Malverne Diner June 2006 - January 2009
Marist College Activities January 2006 - January 2009
Hydro Tech Environmental Corp. June 2004 - August 2008
Education
Marist College 2005 — 2009
Antonia Karoussos's Gemini Fund Services Experience June 2011 - Present
Job Compliance Manager at Gemini Fund Services
Industry Financial Services
Experience
Gemini Fund Services June 2011 - Present
Ivy Asset Management June 2005 - September 2010
Liz Claiborne January 2003 - May 2004
Liz Claiborne April 2001 - January 2003
Skills
Compliance, Compliance Testing, Performance Reporting, Marketing Material..., Investor Relations, Fund Of Funds, Hedge Funds, RFP, Alternative Investments, Mutual Funds, Bloomberg, Due Diligence, Equities, Fixed Income, Securities, Financial Analysis, Management, Investments, Asset Managment, Statistical Reporting, Asset Management
Education
Fordham Gabelli School of Business 2004 — 2006
MBA, Finance
Hofstra University 1996 — 2000
BBA, Marketing
Gemini Fund Services June 2011 - Present
Ivy Asset Management June 2005 - September 2010
Liz Claiborne January 2003 - May 2004
Liz Claiborne April 2001 - January 2003
Skills
Compliance, Compliance Testing, Performance Reporting, Marketing Material..., Investor Relations, Fund Of Funds, Hedge Funds, RFP, Alternative Investments, Mutual Funds, Bloomberg, Due Diligence, Equities, Fixed Income, Securities, Financial Analysis, Management, Investments, Asset Managment, Statistical Reporting, Asset Management
Education
Fordham Gabelli School of Business 2004 — 2006
MBA, Finance
Hofstra University 1996 — 2000
BBA, Marketing
Will Roper's Gemini Fund Services Experience July 2009 - November 2010
Job Senior Venue Accountant at AEG Live
Industry Entertainment
Experience
AEG Live April 2013 - Present
MarkWest Hydrocarbon July 2012 - April 2013
AEG Live / Arts and Exhibitions International December 2010 - May 2012
Gemini Fund Services July 2009 - November 2010
BKD, LLP January 2009 - April 2009
Sandhills Publishing May 2007 - November 2008
Skills
Financial Reporting, Account Reconciliation, Finance, Budgets, Forecasting, General Ledger, Accounting, Financial Statements, GAAP, Marketing
Education
University of Nebraska-Lincoln 2004 — 2008
Accounting, Minor in Economics, 3.81
AEG Live April 2013 - Present
MarkWest Hydrocarbon July 2012 - April 2013
AEG Live / Arts and Exhibitions International December 2010 - May 2012
Gemini Fund Services July 2009 - November 2010
BKD, LLP January 2009 - April 2009
Sandhills Publishing May 2007 - November 2008
Skills
Financial Reporting, Account Reconciliation, Finance, Budgets, Forecasting, General Ledger, Accounting, Financial Statements, GAAP, Marketing
Education
University of Nebraska-Lincoln 2004 — 2008
Accounting, Minor in Economics, 3.81
Romulad Beneche,CPA's Gemini Fund Services Experience June 2015 - Present
Job Business Development Professional at Gemini Hedge
Industry Financial Services
Experience
Gemini Fund Services June 2015 - Present
SS&C GlobeOp February 2014 - May 2015
Reliance Hub LLC January 2013 - February 2014
Citigroup June 2007 - December 2012
McGladrey December 2006 - June 2007
PwC October 2005 - September 2006
American Express August 2004 - October 2005
Exis Capital March 2004 - August 2004
HSBC September 2002 - January 2004
Arrow Electronics July 2001 - September 2002
Skills
Financial Accounting, Hedge Funds, Relationship Management, Financial Audits, Private Equity, Fund Accounting, Fund Administration, Fund Of Funds, Financial Analysis, Investment Management, CRM, Investments, Bloomberg, Equities, Fixed Income, Alternative Investments
Education
Baruch College, City University of New York (CUNY)
BBA, Accounting
Gemini Fund Services June 2015 - Present
SS&C GlobeOp February 2014 - May 2015
Reliance Hub LLC January 2013 - February 2014
Citigroup June 2007 - December 2012
McGladrey December 2006 - June 2007
PwC October 2005 - September 2006
American Express August 2004 - October 2005
Exis Capital March 2004 - August 2004
HSBC September 2002 - January 2004
Arrow Electronics July 2001 - September 2002
Skills
Financial Accounting, Hedge Funds, Relationship Management, Financial Audits, Private Equity, Fund Accounting, Fund Administration, Fund Of Funds, Financial Analysis, Investment Management, CRM, Investments, Bloomberg, Equities, Fixed Income, Alternative Investments
Education
Baruch College, City University of New York (CUNY)
BBA, Accounting
Veda Balli's Gemini Fund Services Experience January 2011 - July 2011
Job Fund Accountant at G&S Fund Services, LLC
Industry Financial Services
Experience
G&S Fund Services, LLC July 2011 - Present
Gemini Fund Services January 2011 - July 2011
Academy Fire Protection June 2010 - December 2010
Reliance Trust Company July 2006 - March 2010
Dreyfus Corporation June 2003 - June 2006
Dreyfus Corporation June 1998 - May 2003
Dreyfus Corporation June 1995 - May 1998
Skills
Account Reconciliation
Education
Baruch College, City University of New York (CUNY) 1990 — 1995
BBA, Accounting
Baruch College
BBA, Accounting
G&S Fund Services, LLC July 2011 - Present
Gemini Fund Services January 2011 - July 2011
Academy Fire Protection June 2010 - December 2010
Reliance Trust Company July 2006 - March 2010
Dreyfus Corporation June 2003 - June 2006
Dreyfus Corporation June 1998 - May 2003
Dreyfus Corporation June 1995 - May 1998
Skills
Account Reconciliation
Education
Baruch College, City University of New York (CUNY) 1990 — 1995
BBA, Accounting
Baruch College
BBA, Accounting
John Spratlen's Gemini Fund Services Experience August 2008 - Present
Job Programmer at Gemini Fund Services
Industry Financial Services
Experience
Gemini Fund Services August 2008 - Present
Hewlett-Packard October 2000 - August 2008
@Comm Corporation August 1993 - August 2000
Skills
JavaScript, Microsoft SQL Server, .NET, Management, C#, ASP.NET, SQL, XML, Software Development, Databases, Visual Basic, CSS, Leadership, HTML, T-SQL, TFS, Agile Methodologies, SDLC
Education
Arizona State University 1991 — 1995
BS, Computer Science
Gemini Fund Services August 2008 - Present
Hewlett-Packard October 2000 - August 2008
@Comm Corporation August 1993 - August 2000
Skills
JavaScript, Microsoft SQL Server, .NET, Management, C#, ASP.NET, SQL, XML, Software Development, Databases, Visual Basic, CSS, Leadership, HTML, T-SQL, TFS, Agile Methodologies, SDLC
Education
Arizona State University 1991 — 1995
BS, Computer Science
Brian Curley's Gemini Fund Services Experience April 2012 - Present
Job Vice President at Gemini Fund Services
Industry Investment Banking
Experience
Gemini Fund Services April 2012 - Present
Goldman Sachs April 2008 - April 2012
Morgan Stanley Investment Management June 1999 - February 2008
Skills
Mutual Funds, Hedge Funds, Asset Managment, Alternative Investments, Fund Administration, Equities, Bloomberg, Fund Accounting, Securities Lending, Prime Brokerage, Fixed Income, Middle Office, Fund Of Funds, Derivatives, ETFs, Bonds, Options, Investment Management, Equity Derivatives, Structured Products, FX Options, Valuation, Credit Derivatives, Swaps
Education
Syracuse University
B.S., Applied Math and Statistics/Economics
Gemini Fund Services April 2012 - Present
Goldman Sachs April 2008 - April 2012
Morgan Stanley Investment Management June 1999 - February 2008
Skills
Mutual Funds, Hedge Funds, Asset Managment, Alternative Investments, Fund Administration, Equities, Bloomberg, Fund Accounting, Securities Lending, Prime Brokerage, Fixed Income, Middle Office, Fund Of Funds, Derivatives, ETFs, Bonds, Options, Investment Management, Equity Derivatives, Structured Products, FX Options, Valuation, Credit Derivatives, Swaps
Education
Syracuse University
B.S., Applied Math and Statistics/Economics
Steve Troche's Gemini Fund Services Experience January 2011 - Present
Job Juris Doctorate Candidate
Industry Legal Services
Experience
Gemini Fund Services January 2011 - Present
MetLife August 2008 - January 2010
Target January 2006 - June 2007
Skills
Insurance, Retirement, Series 6, Asset Protection, Long-term Care, Fraud, Internal Investigations, Protection, Loss Prevention, Credit, Customer Service, Contract Law, Torts, Civil Procedure, Legal Process, Sales, Economics, Corporate Finance, Stocks, Equities, Bonds, Fixed Income, Variable Annuities, Fixed Annuities, Mutual Funds, Securities Regulation, LSAT, Breach Of Contract, Money Market, Microsoft Office, Microsoft Excel, Microsoft Word
Education
Touro College Jacob D. Fuchsberg Law Center 2011 — 2015
Juris Doctorate, Law, Second-year, part-time evening division
Stony Brook University 2005 — 2010
Bachelor of Arts, Economics
Suffolk County Community College 2002 — 2009
Associate's of Applied Science, Criminal Justice
Longwood HS
Longwood HS
Gemini Fund Services January 2011 - Present
MetLife August 2008 - January 2010
Target January 2006 - June 2007
Skills
Insurance, Retirement, Series 6, Asset Protection, Long-term Care, Fraud, Internal Investigations, Protection, Loss Prevention, Credit, Customer Service, Contract Law, Torts, Civil Procedure, Legal Process, Sales, Economics, Corporate Finance, Stocks, Equities, Bonds, Fixed Income, Variable Annuities, Fixed Annuities, Mutual Funds, Securities Regulation, LSAT, Breach Of Contract, Money Market, Microsoft Office, Microsoft Excel, Microsoft Word
Education
Touro College Jacob D. Fuchsberg Law Center 2011 — 2015
Juris Doctorate, Law, Second-year, part-time evening division
Stony Brook University 2005 — 2010
Bachelor of Arts, Economics
Suffolk County Community College 2002 — 2009
Associate's of Applied Science, Criminal Justice
Longwood HS
Longwood HS
Erik Naviloff's Gemini Fund Services Experience July 2011 - Present
Job Vice President at Gemini Fund Services
Industry Financial Services
Experience
Gemini Fund Services July 2011 - Present
Gemini Fund Services April 2007 - July 2011
Dreyfus November 1992 - April 2007
Skills
Asset Managment, Alternative Investments, Financial Analysis, Equities, Fixed Income, Hedge Funds, Mutual Funds, Fund Accounting, Securities, Investments, Bloomberg, Bonds, Transfer Agency, Due Diligence, Asset Management, Series 7, Fund Of Funds, Tax, Financial Reporting, Trading, Portfolio Management, Financial Modeling, Capital Markets, Securities Regulation, SEC filings, Asset Allocation, Financial Planners, Auditing, Fund Administration, Finance, Financial Services, Valuation, Investment Advisory, Risk Management, CPA, Accounting, Sarbanes-Oxley, Investment Management, Account Reconciliation, Internal Controls
Education
New York Institute of Technology 1989 — 1992
Accounting
Gemini Fund Services July 2011 - Present
Gemini Fund Services April 2007 - July 2011
Dreyfus November 1992 - April 2007
Skills
Asset Managment, Alternative Investments, Financial Analysis, Equities, Fixed Income, Hedge Funds, Mutual Funds, Fund Accounting, Securities, Investments, Bloomberg, Bonds, Transfer Agency, Due Diligence, Asset Management, Series 7, Fund Of Funds, Tax, Financial Reporting, Trading, Portfolio Management, Financial Modeling, Capital Markets, Securities Regulation, SEC filings, Asset Allocation, Financial Planners, Auditing, Fund Administration, Finance, Financial Services, Valuation, Investment Advisory, Risk Management, CPA, Accounting, Sarbanes-Oxley, Investment Management, Account Reconciliation, Internal Controls
Education
New York Institute of Technology 1989 — 1992
Accounting
Victoria McGuire's Gemini Fund Services Experience March 2006 - Present
Job Manager of Fund Accounting at Gemini Fund Services
Industry Financial Services
Experience
Gemini Fund Services March 2006 - Present
Skills
Mutual Funds, Account Reconciliation, Fund Accounting, Microsoft Excel, Microsoft Word
Education
University of Scranton 2001 — 2005
Gemini Fund Services March 2006 - Present
Skills
Mutual Funds, Account Reconciliation, Fund Accounting, Microsoft Excel, Microsoft Word
Education
University of Scranton 2001 — 2005
John J. Goonan's Gemini Fund Services Experience September 2014 - Present
Job Junior Fund Administrator
Industry Financial Services
Experience
Gemini Fund Services September 2014 - Present
JPMorgan Chase September 2012 - February 2014
Radcliffe Funding Corp. September 2011 - September 2012
CardWorks Servicing June 2009 - January 2011
Kismet Market June 2004 - August 2010
Skills
Excel, PowerPoint, Word, Microsoft Office, Customer Service, Problem Solving, Microsoft Excel, Microsoft Word, Sales, Time Management, Outlook, Account Management, Process Improvement, Credit, Sales Management, Banking, Marketing
Education
University of Notre Dame - Mendoza College of Business 2007 — 2011
BA, Finance, Concentration in Real Estate
West Islip High School 2003 — 2007
Gemini Fund Services September 2014 - Present
JPMorgan Chase September 2012 - February 2014
Radcliffe Funding Corp. September 2011 - September 2012
CardWorks Servicing June 2009 - January 2011
Kismet Market June 2004 - August 2010
Skills
Excel, PowerPoint, Word, Microsoft Office, Customer Service, Problem Solving, Microsoft Excel, Microsoft Word, Sales, Time Management, Outlook, Account Management, Process Improvement, Credit, Sales Management, Banking, Marketing
Education
University of Notre Dame - Mendoza College of Business 2007 — 2011
BA, Finance, Concentration in Real Estate
West Islip High School 2003 — 2007
Ala Sharko's Gemini Fund Services Experience March 2014 - Present
Job Fund Accountant
Industry Accounting
Experience
Gemini Fund Services March 2014 - Present
Binder and Binder November 2012 - July 2013
Booz Allen Hamilton October 2011 - November 2012
Joseph T. McLarney, Jr., LLC. February 2011 - May 2011
Education
Stockton University 2009 — 2010
BS, Accounting
Gemini Fund Services March 2014 - Present
Binder and Binder November 2012 - July 2013
Booz Allen Hamilton October 2011 - November 2012
Joseph T. McLarney, Jr., LLC. February 2011 - May 2011
Education
Stockton University 2009 — 2010
BS, Accounting
Dan Schriever's Gemini Fund Services Experience January 2015 - Present
Job ManagerFund Administration at Gemini Fund Services
Industry Financial Services
Experience
Gemini Fund Services January 2015 - Present
Gemini Fund Services January 2012 - December 2014
FBL Financial Group, Inc. January 2008 - December 2011
FBL Financial Group, Inc. May 2005 - January 2008
Farm Bureau Financial Services July 2002 - May 2005
Farm Bureau Financial Services January 2002 - July 2002
Associated Benefits Corporation November 1993 - January 2002
Skills
CPA, Mutual Funds, FLMI, Securities, Financial Reporting, Employee Benefits, Fund Accounting, Accounting, Finance, Management, Financial Services, Financial Analysis, Investments
Education
Simpson College 1996 — 2000
BS, Management
Gemini Fund Services January 2015 - Present
Gemini Fund Services January 2012 - December 2014
FBL Financial Group, Inc. January 2008 - December 2011
FBL Financial Group, Inc. May 2005 - January 2008
Farm Bureau Financial Services July 2002 - May 2005
Farm Bureau Financial Services January 2002 - July 2002
Associated Benefits Corporation November 1993 - January 2002
Skills
CPA, Mutual Funds, FLMI, Securities, Financial Reporting, Employee Benefits, Fund Accounting, Accounting, Finance, Management, Financial Services, Financial Analysis, Investments
Education
Simpson College 1996 — 2000
BS, Management
Heidi Pesarchick's Gemini Fund Services Experience August 2011 - Present
Job Senior Manager Fund Accounting at The Gemini Companies
Industry Financial Services
Experience
Gemini Fund Services August 2011 - Present
The Gemini Companies December 2014 - Present
PayPal October 2006 - March 2007
Skills
Fund Accounting, Mutual Funds, Financial Reporting, Customer Service, Account Reconciliation, Finance, Securities
Education
Bellevue University 2002 — 2007
Bachelors, Accounting
University of Nebraska at Omaha 1991 — 1995
BS, Elementary Education
Gemini Fund Services August 2011 - Present
The Gemini Companies December 2014 - Present
PayPal October 2006 - March 2007
Skills
Fund Accounting, Mutual Funds, Financial Reporting, Customer Service, Account Reconciliation, Finance, Securities
Education
Bellevue University 2002 — 2007
Bachelors, Accounting
University of Nebraska at Omaha 1991 — 1995
BS, Elementary Education
Matthew Sautter's Gemini Fund Services Experience August 2013 - Present
Job Fund Account II / Junior Corporate Action Specialist at Gemini Fund Services
Industry Automotive
Experience
Gemini Fund Services August 2013 - Present
Farmers Insurance January 2012 - December 2012
Cornhusker Auto Wash 2006 - January 2012
Signal 88 Franchise Group September 2009 - December 2009
Skills
Excel, Word, PowerPoint, Microsoft Office, Customer Service, Problem Solving, Teamwork, Analysis, Valuation, Financial Analysis, Microsoft Excel, Microsoft Word
Education
University of Nebraska at Omaha 2009 — 2011
Bachelor's, Finance
University of Nebraska-Lincoln 2007 — 2009
(Undergrad), Finance
Gemini Fund Services August 2013 - Present
Farmers Insurance January 2012 - December 2012
Cornhusker Auto Wash 2006 - January 2012
Signal 88 Franchise Group September 2009 - December 2009
Skills
Excel, Word, PowerPoint, Microsoft Office, Customer Service, Problem Solving, Teamwork, Analysis, Valuation, Financial Analysis, Microsoft Excel, Microsoft Word
Education
University of Nebraska at Omaha 2009 — 2011
Bachelor's, Finance
University of Nebraska-Lincoln 2007 — 2009
(Undergrad), Finance
Garrett Cardwell's Gemini Fund Services Experience August 2013 - September 2014
Job Portfolio Management Assistant
Industry Financial Services
Experience
U.S. Trust August 2015 - Present
BNP Paribas August 2014 - August 2015
Gemini Fund Services August 2013 - September 2014
Skills
Finance, Accounting, Analysis, Account Reconciliation, Forecasting, Mutual Funds, Microsoft Excel, PowerPoint, Management, Corporate Finance, General Ledger, Internal Controls, Customer Service, Sales, Inventory Management, Trading, Outlook, PAM for Securities
Education
State University of New York College at Old Westbury 2011 — 2013
Bachelor of Science Degree, Finance
Suffolk County Community College 2008 — 2010
Associate Degree, Business Administration
U.S. Trust August 2015 - Present
BNP Paribas August 2014 - August 2015
Gemini Fund Services August 2013 - September 2014
Skills
Finance, Accounting, Analysis, Account Reconciliation, Forecasting, Mutual Funds, Microsoft Excel, PowerPoint, Management, Corporate Finance, General Ledger, Internal Controls, Customer Service, Sales, Inventory Management, Trading, Outlook, PAM for Securities
Education
State University of New York College at Old Westbury 2011 — 2013
Bachelor of Science Degree, Finance
Suffolk County Community College 2008 — 2010
Associate Degree, Business Administration
Michael Dellaposta's Gemini Fund Services Experience June 2013 - Present
Job Fund Administrator at Gemini Fund Services
Industry Financial Services
Experience
Gemini Fund Services June 2013 - Present
TD April 2010 - June 2013
Skills
Consumer Lending, Home Equity Lines of..., Personal Banking, Retail Banking, Credit, Loans, Banking, Credit Analysis, Mortgage Lending, Credit Risk, Residential Mortgages, Home Equity, Refinance, Microsoft Office, Microsoft Excel, PowerPoint, Outlook, Microsoft Word, Account Reconciliation, Data Analysis, Data Entry, Life Insurance, Fixed Annuities, Customer Retention, Invoice Processing, Direct Marketing, Sales, Sales Training
Education
Stony Brook University 2005 — 2008
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Gemini Fund Services June 2013 - Present
TD April 2010 - June 2013
Skills
Consumer Lending, Home Equity Lines of..., Personal Banking, Retail Banking, Credit, Loans, Banking, Credit Analysis, Mortgage Lending, Credit Risk, Residential Mortgages, Home Equity, Refinance, Microsoft Office, Microsoft Excel, PowerPoint, Outlook, Microsoft Word, Account Reconciliation, Data Analysis, Data Entry, Life Insurance, Fixed Annuities, Customer Retention, Invoice Processing, Direct Marketing, Sales, Sales Training
Education
Stony Brook University 2005 — 2008
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Dave Steinbeck's Gemini Fund Services Experience October 2012 - January 2014
Job Experienced Financial Services professional with call center, management, and customer service experience.
Industry Financial Services
Experience
WiseBanyan December 2014 - Present
Merrill Edge February 2014 - October 2014
Gemini Fund Services October 2012 - January 2014
TD Ameritrade June 2008 - September 2012
TD Ameritrade February 2012 - July 2012
TD Ameritrade April 2007 - June 2008
TD Ameritrade June 2006 - April 2007
Gap Inc. August 2006 - October 2006
TD Ameritrade October 2005 - June 2006
Ameritrade January 2005 - September 2005
Skills
Series 24, Series 7, Series 66, Financial Services, Mutual Funds, Coaching, Operations Management, Customer Service, Securities, Microsoft Office, Back Office, Quality Control, IRAs, Training
Education
University of Nebraska at Omaha 1999 — 2004
Bachelor of Arts (B.A.), Psychology
University of Nebraska at Omaha 1999 — 2004
Minor, Art History
WiseBanyan December 2014 - Present
Merrill Edge February 2014 - October 2014
Gemini Fund Services October 2012 - January 2014
TD Ameritrade June 2008 - September 2012
TD Ameritrade February 2012 - July 2012
TD Ameritrade April 2007 - June 2008
TD Ameritrade June 2006 - April 2007
Gap Inc. August 2006 - October 2006
TD Ameritrade October 2005 - June 2006
Ameritrade January 2005 - September 2005
Skills
Series 24, Series 7, Series 66, Financial Services, Mutual Funds, Coaching, Operations Management, Customer Service, Securities, Microsoft Office, Back Office, Quality Control, IRAs, Training
Education
University of Nebraska at Omaha 1999 — 2004
Bachelor of Arts (B.A.), Psychology
University of Nebraska at Omaha 1999 — 2004
Minor, Art History
Tatiana R.'s Gemini Fund Services Experience October 2013 - January 2014
Job Financial Services Associate at Navy Federal Brokerage Services
Industry Financial Services
Experience
Gemini Fund Services October 2013 - January 2014
Core Bank February 2012 - December 2013
Wells Fargo January 2011 - January 2012
Skills
Series 7, Series 66, VA Health and Life, Financial Analysis, Finance, Accounting, Banking, Customer Service, GAAP, Journal Entries, Retail Banking, Balance Sheet, Cash, Deposits, Financial Reporting, Financial Services, Branch Banking, Microsoft Excel, Credit Cards, Auditing, Outlook, Windows, Crystal Reports, Microsoft Office, Adobe Acrobat, Photoshop, PowerPoint, OFAC, Employee Training, Marketing Strategy, Mutual Funds, Investments, Insurance, Annuities, Wealth Management..., Credit, Management, Financial Planning, Sales, Microsoft Word, Credit Analysis, Portfolio Management, Presentation Skills, UML, Java, OOP, Data Modeling, Data Analysis, Group Leadership
Education
University of Illinois Springfield 2015 — 2016
Master of Science (MS), Management Information Systems, General, 3.85
Florida International University 2012 — 2013
Bachelor of Business Administration (B.B.A.), Finance, 3.85
George Mason University 2011 — 2011
Finance
Northern Virginia Community College 2010 — 2011
Associate's degree, Business Administration, 3.86
Gemini Fund Services October 2013 - January 2014
Core Bank February 2012 - December 2013
Wells Fargo January 2011 - January 2012
Skills
Series 7, Series 66, VA Health and Life, Financial Analysis, Finance, Accounting, Banking, Customer Service, GAAP, Journal Entries, Retail Banking, Balance Sheet, Cash, Deposits, Financial Reporting, Financial Services, Branch Banking, Microsoft Excel, Credit Cards, Auditing, Outlook, Windows, Crystal Reports, Microsoft Office, Adobe Acrobat, Photoshop, PowerPoint, OFAC, Employee Training, Marketing Strategy, Mutual Funds, Investments, Insurance, Annuities, Wealth Management..., Credit, Management, Financial Planning, Sales, Microsoft Word, Credit Analysis, Portfolio Management, Presentation Skills, UML, Java, OOP, Data Modeling, Data Analysis, Group Leadership
Education
University of Illinois Springfield 2015 — 2016
Master of Science (MS), Management Information Systems, General, 3.85
Florida International University 2012 — 2013
Bachelor of Business Administration (B.B.A.), Finance, 3.85
George Mason University 2011 — 2011
Finance
Northern Virginia Community College 2010 — 2011
Associate's degree, Business Administration, 3.86
Merly Mego's Gemini Fund Services Experience July 2011 - October 2013
Job Fund Administrator at Transamerica
Industry Financial Services
Experience
Transamerica May 2014 - Present
Mizuho Financial Group October 2013 - Present
Gemini Fund Services July 2011 - October 2013
Gemini Fund Services December 2010 - July 2011
Nawrocki Smith, LLP January 2009 - September 2010
Skills
Financial Statements, Mutual Funds, Bloomberg Terminal, Equities, Swaps, Futures, Options, Financial Analysis, Accounting, Financial Services
Education
Dowling College 2005 — 2009
Accounting
Transamerica May 2014 - Present
Mizuho Financial Group October 2013 - Present
Gemini Fund Services July 2011 - October 2013
Gemini Fund Services December 2010 - July 2011
Nawrocki Smith, LLP January 2009 - September 2010
Skills
Financial Statements, Mutual Funds, Bloomberg Terminal, Equities, Swaps, Futures, Options, Financial Analysis, Accounting, Financial Services
Education
Dowling College 2005 — 2009
Accounting
Joshua Jakers's Gemini Fund Services Experience 2008 - 2010
Job Finance
Industry Investment Management
Experience
Catch the Wave 2011 - 2012
Emergency Responder Products 2010 - 2011
Gemini Fund Services 2008 - 2010
Education
Long Island University, C.W. Post Campus 2010 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
Catch the Wave 2011 - 2012
Emergency Responder Products 2010 - 2011
Gemini Fund Services 2008 - 2010
Education
Long Island University, C.W. Post Campus 2010 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY