HedgeServ Company
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HedgeServ Employees
Employee
Years
Job
Industry
Keith Heiman Keith Heiman's HedgeServ Experience January 2014 - Present
Job Fund Accountant at HedgeServ
Industry Accounting
Experience
HedgeServ January 2014 - Present
State Street December 2012 - December 2013
AppNexus June 2012 - August 2012
Prosky & Rosenfeld LLP CPA June 2011 - August 2011
Delaware Earned Income Tax Credit Campaign January 2011 - April 2011
Skills
Hedge Funds, Fund Accounting, Financial Reporting, Financial Accounting, Bloomberg, Microsoft Excel, Accounting, Financial Modeling, Social Media, Auditing
Education
University of Delaware 2008 — 2012
Bachelor of Science (BS), Accounting
HedgeServ January 2014 - Present
State Street December 2012 - December 2013
AppNexus June 2012 - August 2012
Prosky & Rosenfeld LLP CPA June 2011 - August 2011
Delaware Earned Income Tax Credit Campaign January 2011 - April 2011
Skills
Hedge Funds, Fund Accounting, Financial Reporting, Financial Accounting, Bloomberg, Microsoft Excel, Accounting, Financial Modeling, Social Media, Auditing
Education
University of Delaware 2008 — 2012
Bachelor of Science (BS), Accounting
Steve Croy Steve Croy's HedgeServ Experience March 2015 - Present
Job People Helper and Technology Ninja
Industry Online Media
Experience
HedgeServ March 2015 - Present
Kanban Solutions February 2013 - February 2015
Scholastic April 2012 - February 2013
XO Group Inc. April 2010 - March 2012
Scholastic December 2007 - March 2012
EverBank March 2007 - April 2010
Citigroup March 2005 - March 2007
Taylor Woodrow March 2004 - March 2005
Skills
Business Analysis, Process Improvement, Analysis, Software Documentation, SDLC, Agile Methodologies, Business Process, Requirements Analysis, Quality Assurance, Visio, Product Development, Vendor Management, SQL, Web Analytics, Training, HTML, Business Intelligence, Agile Project Management, Analytics, Product Management, Project Planning, SharePoint, Marketing Strategy, Microsoft Word, Continuous Improvement, Business Process..., Process Automation, Documentation, Coaching, Requirements Gathering, Access, Customer Relations, Excel, Change Management, Microsoft Office, Team Leadership, Agile, Process Engineering, Strategic Planning, PowerPoint, Word, Data Analysis, MS Project, Team Building, Problem Solving, User Acceptance Testing, Mentoring, Singing, Songwriting, Vocal Performance
Education
University of South Florida 1998 — 2003
BA, Communications
HedgeServ March 2015 - Present
Kanban Solutions February 2013 - February 2015
Scholastic April 2012 - February 2013
XO Group Inc. April 2010 - March 2012
Scholastic December 2007 - March 2012
EverBank March 2007 - April 2010
Citigroup March 2005 - March 2007
Taylor Woodrow March 2004 - March 2005
Skills
Business Analysis, Process Improvement, Analysis, Software Documentation, SDLC, Agile Methodologies, Business Process, Requirements Analysis, Quality Assurance, Visio, Product Development, Vendor Management, SQL, Web Analytics, Training, HTML, Business Intelligence, Agile Project Management, Analytics, Product Management, Project Planning, SharePoint, Marketing Strategy, Microsoft Word, Continuous Improvement, Business Process..., Process Automation, Documentation, Coaching, Requirements Gathering, Access, Customer Relations, Excel, Change Management, Microsoft Office, Team Leadership, Agile, Process Engineering, Strategic Planning, PowerPoint, Word, Data Analysis, MS Project, Team Building, Problem Solving, User Acceptance Testing, Mentoring, Singing, Songwriting, Vocal Performance
Education
University of South Florida 1998 — 2003
BA, Communications
Alexandra Kelbel Alexandra Kelbel's HedgeServ Experience October 2014 - Present
Job Implementation Associate at HedgeServ
Industry Financial Services
Experience
HedgeServ October 2014 - Present
Northwestern Mutual July 2014 - September 2014
Torchlight Investors June 2012 - August 2012
Skills
Loans, Finance, Loan Servicing, Microsoft Excel, Access, Licensed Life & Health..., Asset Management
Education
University of Delaware - Lerner College of Business and Economics 2010 — 2014
HedgeServ October 2014 - Present
Northwestern Mutual July 2014 - September 2014
Torchlight Investors June 2012 - August 2012
Skills
Loans, Finance, Loan Servicing, Microsoft Excel, Access, Licensed Life & Health..., Asset Management
Education
University of Delaware - Lerner College of Business and Economics 2010 — 2014
Abigail Costello Abigail Costello's HedgeServ Experience October 2014 - Present
Job Business Implementation Associate at HedgeServ
Industry Financial Services
Experience
HedgeServ October 2014 - Present
SinglePlatform September 2014 - October 2014
Expion May 2014 - August 2014
Supreme Court of NC June 2013 - August 2013
Skills
Public Speaking, Microsoft Excel, Business Systems..., Microsoft Office, New Business Development, Leadership, Communication Skills, Client Relations Skills, Corporate Communications, Key Client Relationships, Business Analysis, Time Management, Legal Research, Legal Writing, Political Science, Public Relations, Social Media, PowerPoint, Human Resources, Marketing Communications, Marketing, Social Media Marketing, Customer Service
Education
University of North Carolina at Wilmington 2010 — 2014
Bachelor's Degree, College of Arts and Sciences
HedgeServ October 2014 - Present
SinglePlatform September 2014 - October 2014
Expion May 2014 - August 2014
Supreme Court of NC June 2013 - August 2013
Skills
Public Speaking, Microsoft Excel, Business Systems..., Microsoft Office, New Business Development, Leadership, Communication Skills, Client Relations Skills, Corporate Communications, Key Client Relationships, Business Analysis, Time Management, Legal Research, Legal Writing, Political Science, Public Relations, Social Media, PowerPoint, Human Resources, Marketing Communications, Marketing, Social Media Marketing, Customer Service
Education
University of North Carolina at Wilmington 2010 — 2014
Bachelor's Degree, College of Arts and Sciences
Carmelo Luppino Carmelo Luppino's HedgeServ Experience September 2015 - Present
Job Investor Services Administrator at HedgeServ
Industry Financial Services
Experience
HedgeServ September 2015 - Present
Reby Advisors June 2014 - August 2014
Transwestern June 2013 - August 2013
Luppino Landscaping & Masonry 2011 - 2013
Skills
Microsoft Office, Financial Analysis, Microsoft Excel, Event Planning, Microsoft Word, Risk Management, Marketing, Leadership, Research
Education
University of Miami - School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Major - Finance, Minor - Marketing
HedgeServ September 2015 - Present
Reby Advisors June 2014 - August 2014
Transwestern June 2013 - August 2013
Luppino Landscaping & Masonry 2011 - 2013
Skills
Microsoft Office, Financial Analysis, Microsoft Excel, Event Planning, Microsoft Word, Risk Management, Marketing, Leadership, Research
Education
University of Miami - School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Major - Finance, Minor - Marketing
Jonathan Courtney-Soper Jonathan Courtney-Soper's HedgeServ Experience May 2015 - Present
Job Middle Office Associate at HedgeServ
Industry Financial Services
Experience
HedgeServ May 2015 - Present
Markit May 2013 - May 2015
Markit May 2013 - August 2014
UBS Wealth Management May 2011 - July 2011
Skills
Fixed Income, Microsoft Excel, Financial Analysis, Leadership, Teamwork, Portfolio Management, Financial Modeling, Bonds, Microsoft Office, Risk Management, Trading, Credit, Structured Finance, Bloomberg Terminal..., Bloomberg Terminal, PowerPoint, Analysis, SQL, VBA, Exce, MS Excel Pivot Tables
Education
University of North Carolina at Wilmington 2011 — 2013
B.S, Finance & Economics
HedgeServ May 2015 - Present
Markit May 2013 - May 2015
Markit May 2013 - August 2014
UBS Wealth Management May 2011 - July 2011
Skills
Fixed Income, Microsoft Excel, Financial Analysis, Leadership, Teamwork, Portfolio Management, Financial Modeling, Bonds, Microsoft Office, Risk Management, Trading, Credit, Structured Finance, Bloomberg Terminal..., Bloomberg Terminal, PowerPoint, Analysis, SQL, VBA, Exce, MS Excel Pivot Tables
Education
University of North Carolina at Wilmington 2011 — 2013
B.S, Finance & Economics
Heather Jamison's HedgeServ Experience April 2011 - September 2012
Job Middle Office Analyst at Chicago Trading Company
Industry Financial Services
Experience
Chicago Trading Company October 2012 - Present
HedgeServ April 2011 - September 2012
Amundi April 2008 - April 2011
Wausau Insurance June 2007 - March 2008
Skills
Hedge Funds, Alternative Investments, Options, Fund Administration
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2013 — 2016
Master of Business Administration (MBA), Finance and Operations Management
University of Illinois at Urbana-Champaign 2003 — 2007
BS, Consumer Economics and Finance
Chicago Trading Company October 2012 - Present
HedgeServ April 2011 - September 2012
Amundi April 2008 - April 2011
Wausau Insurance June 2007 - March 2008
Skills
Hedge Funds, Alternative Investments, Options, Fund Administration
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2013 — 2016
Master of Business Administration (MBA), Finance and Operations Management
University of Illinois at Urbana-Champaign 2003 — 2007
BS, Consumer Economics and Finance
Carol R. Kaufman Carol R. Kaufman's HedgeServ Experience August 2009 - September 2011
Job Operational & Organizational Consultant
Industry Information Technology and Services
Experience
GLG (Gerson Lehrman Group) January 2008 - Present
CareBinders LLC April 2009 - Present
Alternatives TLC, LLC January 2005 - Present
NAPO NNJ September 2010 - Present
HedgeServ August 2009 - September 2011
Managed Funds Association 2006 - 2008
SunGard November 2002 - December 2004
Organizer Systems, Inc. February 1983 - November 2002
Chase Alternatives Asset Management September 1998 - January 2000
Skills
Professional Organizing, Presenter, Entrepreneur, Public Speaking, Problem Solving, Entrepreneurship, Small Business, Marketing Strategy, Teaching, Life Transitions, Business, Customer Service, Writing, Specifications, Disaster Risk Reduction, Project Planning, Test Planning, Help Authoring, Funds-of-Hedge-Funds, Strategic Planning, Leadership, Product Management, Business Development, Insurance, Start-ups, Time Management, Investments, Private Equity, Finance, Venture Capital, Executive Management, Strategy, Management Consulting, Hedge Funds, Alternative Investments, Trading, Financial Services, Investor Relations, Corporate Development, Executive Coaching, Training, CRM, Management, Consulting
Education
University of Michigan 1973 — 1974
Masters, Consultant
University of Michigan 1968 — 1972
MS, Special Education - working with emotionally impaired and learning disabled adolescents
Teaneck High School
GLG (Gerson Lehrman Group) January 2008 - Present
CareBinders LLC April 2009 - Present
Alternatives TLC, LLC January 2005 - Present
NAPO NNJ September 2010 - Present
HedgeServ August 2009 - September 2011
Managed Funds Association 2006 - 2008
SunGard November 2002 - December 2004
Organizer Systems, Inc. February 1983 - November 2002
Chase Alternatives Asset Management September 1998 - January 2000
Skills
Professional Organizing, Presenter, Entrepreneur, Public Speaking, Problem Solving, Entrepreneurship, Small Business, Marketing Strategy, Teaching, Life Transitions, Business, Customer Service, Writing, Specifications, Disaster Risk Reduction, Project Planning, Test Planning, Help Authoring, Funds-of-Hedge-Funds, Strategic Planning, Leadership, Product Management, Business Development, Insurance, Start-ups, Time Management, Investments, Private Equity, Finance, Venture Capital, Executive Management, Strategy, Management Consulting, Hedge Funds, Alternative Investments, Trading, Financial Services, Investor Relations, Corporate Development, Executive Coaching, Training, CRM, Management, Consulting
Education
University of Michigan 1973 — 1974
Masters, Consultant
University of Michigan 1968 — 1972
MS, Special Education - working with emotionally impaired and learning disabled adolescents
Teaneck High School
John J Lyons IV John J Lyons IV's HedgeServ Experience March 2014 - August 2014
Job Investment Management Associate at BlackRock
Industry Financial Services
Experience
BlackRock September 2015 - Present
BlackRock September 2014 - Present
HedgeServ March 2014 - August 2014
Barclays Investment Bank September 2013 - December 2013
Cantor Fitzgerald July 2012 - August 2012
Advisors Asset Management, Inc. December 2010 - January 2011
Skills
Fixed Income, Financial Analysis, Equities, Portfolio Management, Finance, Bloomberg, Financial Modeling, Sales, Bloomberg Terminal, Equity Derivatives, Options, Hedge Funds, Derivatives, Equity Research, Investments, Mutual Funds, ETFs, Series 7
Education
University of Scranton 2009 — 2013
Bachelor of Science (B.S.), Finance, General
The University of Manchester 2012 — 2012
Bachelor of Science (BSc), Finance, General
Red Bank Catholic High School 2005 — 2009
Degree, Diploma
BlackRock September 2015 - Present
BlackRock September 2014 - Present
HedgeServ March 2014 - August 2014
Barclays Investment Bank September 2013 - December 2013
Cantor Fitzgerald July 2012 - August 2012
Advisors Asset Management, Inc. December 2010 - January 2011
Skills
Fixed Income, Financial Analysis, Equities, Portfolio Management, Finance, Bloomberg, Financial Modeling, Sales, Bloomberg Terminal, Equity Derivatives, Options, Hedge Funds, Derivatives, Equity Research, Investments, Mutual Funds, ETFs, Series 7
Education
University of Scranton 2009 — 2013
Bachelor of Science (B.S.), Finance, General
The University of Manchester 2012 — 2012
Bachelor of Science (BSc), Finance, General
Red Bank Catholic High School 2005 — 2009
Degree, Diploma
Michael Loiacono Michael Loiacono's HedgeServ Experience May 2012 - August 2012
Job Senior Application Consultant at Lightning Bolt Solutions
Industry Computer Software
Experience
Lightning Bolt Solutions April 2014 - Present
Lightning Bolt Solutions January 2013 - April 2014
HedgeServ May 2012 - August 2012
Mikim Industries June 2009 - August 2011
Skills
Databases, Microsoft Excel, SQL, Microsoft SQL Server, Statistics, Data Analysis, Microsoft Office
Education
University of North Carolina at Chapel Hill 2009 — 2012
Bachelor of Science (B.S.), Applied Mathematics
Lightning Bolt Solutions April 2014 - Present
Lightning Bolt Solutions January 2013 - April 2014
HedgeServ May 2012 - August 2012
Mikim Industries June 2009 - August 2011
Skills
Databases, Microsoft Excel, SQL, Microsoft SQL Server, Statistics, Data Analysis, Microsoft Office
Education
University of North Carolina at Chapel Hill 2009 — 2012
Bachelor of Science (B.S.), Applied Mathematics
Dan Metzger's HedgeServ Experience April 2011 - Present
Job Middle Office Manager at HedgeServ
Industry Financial Services
Experience
HedgeServ April 2011 - Present
JP Morgan Chase March 2010 - April 2011
JP Morgan July 2007 - February 2010
cambridge associates 2006 - 2007
Skills
Hedge Funds, Prime Brokerage, Equity Derivatives, Middle Office, Bloomberg, Fixed Income, Equities, Securities, Alternative Investments, Derivatives, Capital Markets, Options, Fund Of Funds, Bonds, Bloomberg Terminal
Education
University of Maryland College Park 2002 — 2006
BS, Finance, General
HedgeServ April 2011 - Present
JP Morgan Chase March 2010 - April 2011
JP Morgan July 2007 - February 2010
cambridge associates 2006 - 2007
Skills
Hedge Funds, Prime Brokerage, Equity Derivatives, Middle Office, Bloomberg, Fixed Income, Equities, Securities, Alternative Investments, Derivatives, Capital Markets, Options, Fund Of Funds, Bonds, Bloomberg Terminal
Education
University of Maryland College Park 2002 — 2006
BS, Finance, General
Adam Young's HedgeServ Experience January 2012 - Present
Job Director of Operations at HedgeServ Corp.
Industry Financial Services
Experience
HedgeServ January 2012 - Present
HedgeServ June 2009 - December 2011
International Fund Services (Ireland) Ltd, A State Street Company January 2007 - May 2009
Skills
Hedge Funds, Endowment Funds, MS Excel Pivot Tables, Derivatives, Financial Reporting, FX Options, Management, Equities, Alternative Investments, Asset Management, Securities, Microsoft Excel, Financial Modeling, Fund Accounting, Fixed Income, Bloomberg, Valuation, Options
Education
University of Richmond 2000 — 2004
Bachelor of Arts (B.A.), Political Science and Government
HedgeServ January 2012 - Present
HedgeServ June 2009 - December 2011
International Fund Services (Ireland) Ltd, A State Street Company January 2007 - May 2009
Skills
Hedge Funds, Endowment Funds, MS Excel Pivot Tables, Derivatives, Financial Reporting, FX Options, Management, Equities, Alternative Investments, Asset Management, Securities, Microsoft Excel, Financial Modeling, Fund Accounting, Fixed Income, Bloomberg, Valuation, Options
Education
University of Richmond 2000 — 2004
Bachelor of Arts (B.A.), Political Science and Government
Ed Hendrickson's HedgeServ Experience March 2013 - Present
Job Operations Associate at HedgeServ
Industry Financial Services
Experience
HedgeServ March 2013 - Present
JP Morgan October 2010 - March 2013
Greenhome Remodeling April 2010 - July 2010
RLS Associates September 2009 - December 2009
Skills
Account Reconciliation, Fixed Income, Bloomberg, DTC, Investment Banking, Investments, Valuation
Education
University of Delaware - Lerner College of Business and Economics 2007 — 2010
HedgeServ March 2013 - Present
JP Morgan October 2010 - March 2013
Greenhome Remodeling April 2010 - July 2010
RLS Associates September 2009 - December 2009
Skills
Account Reconciliation, Fixed Income, Bloomberg, DTC, Investment Banking, Investments, Valuation
Education
University of Delaware - Lerner College of Business and Economics 2007 — 2010
scott schimmel's HedgeServ Experience March 2012 - Present
Job Associate at HedgeServ
Industry Financial Services
Experience
HedgeServ March 2012 - Present
Deutsche Bank January 2011 - March 2012
LBA Wealth Management, LLC June 2009 - May 2010
Osprey Financial Group, UNF September 2009 - April 2010
Loring Ward, Inc June 2006 - August 2006
Case New Holland January 2005 - May 2005
The Florida Times Union June 2004 - August 2004
Skills
Portfolio Management, Financial Modeling, Analysis, Valuation, Financial Analysis, Bloomberg, Investments, Equities, Capital Markets, Data Analysis, Asset Allocation, Risk Management, Microsoft Excel, Finance, Equity Research, Derivatives
Education
University of North Florida - College of Business Administration 2008 — 2010
MBA, Finance
University of Maryland College Park 2003 — 2007
BA, history
HedgeServ March 2012 - Present
Deutsche Bank January 2011 - March 2012
LBA Wealth Management, LLC June 2009 - May 2010
Osprey Financial Group, UNF September 2009 - April 2010
Loring Ward, Inc June 2006 - August 2006
Case New Holland January 2005 - May 2005
The Florida Times Union June 2004 - August 2004
Skills
Portfolio Management, Financial Modeling, Analysis, Valuation, Financial Analysis, Bloomberg, Investments, Equities, Capital Markets, Data Analysis, Asset Allocation, Risk Management, Microsoft Excel, Finance, Equity Research, Derivatives
Education
University of North Florida - College of Business Administration 2008 — 2010
MBA, Finance
University of Maryland College Park 2003 — 2007
BA, history
Ligang Wang's HedgeServ Experience July 2011 - Present
Job Software Developer Lead
Industry Financial Services
Experience
HedgeServ July 2011 - Present
SOGOTRADE, INC. November 2006 - July 2011
Skills
Agile Methodologies, C++, Software Development, Equities, SQL, Trading Systems, Electronic Trading, Fixed Income, Options, Financial Markets, Multithreading, Market Data, WCF, C#, F#, Python, TDD
Education
University of Science and Technology of China 1991 — 1996
Bachelor of Science (B.S.), Mechanical Engineering
HedgeServ July 2011 - Present
SOGOTRADE, INC. November 2006 - July 2011
Skills
Agile Methodologies, C++, Software Development, Equities, SQL, Trading Systems, Electronic Trading, Fixed Income, Options, Financial Markets, Multithreading, Market Data, WCF, C#, F#, Python, TDD
Education
University of Science and Technology of China 1991 — 1996
Bachelor of Science (B.S.), Mechanical Engineering
Kannan Sundararajan's HedgeServ Experience January 2007 - October 2008
Job at
Industry Financial Services
Experience
Broadridge August 2015 - Present
Apollo Education Group November 2014 - April 2015
Citi November 2008 - June 2014
HedgeServ January 2007 - October 2008
Sony Music Entertainment April 2005 - December 2006
MarketAxess March 2003 - February 2005
The Deal April 2001 - January 2003
Online Creations March 1999 - April 2001
Indusa April 1994 - March 1999
Skills
Business Analysis, SDLC, Risk Management, Banking, Requirements Analysis, Fixed Income, Equities, Management Consulting, Business Intelligence, Requirements Gathering, Business Process..., Agile Methodologies, IT Strategy, SOA, Oracle, Vendor Management, Solution Architecture, Software Project..., Enterprise Architecture, Integration, SQL, Software Development, XML
Education
University of Madras 1986 — 1991
Bachelor's Degree, Computer Science
Broadridge August 2015 - Present
Apollo Education Group November 2014 - April 2015
Citi November 2008 - June 2014
HedgeServ January 2007 - October 2008
Sony Music Entertainment April 2005 - December 2006
MarketAxess March 2003 - February 2005
The Deal April 2001 - January 2003
Online Creations March 1999 - April 2001
Indusa April 1994 - March 1999
Skills
Business Analysis, SDLC, Risk Management, Banking, Requirements Analysis, Fixed Income, Equities, Management Consulting, Business Intelligence, Requirements Gathering, Business Process..., Agile Methodologies, IT Strategy, SOA, Oracle, Vendor Management, Solution Architecture, Software Project..., Enterprise Architecture, Integration, SQL, Software Development, XML
Education
University of Madras 1986 — 1991
Bachelor's Degree, Computer Science