Large financial services company

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Large financial services company Employees

Employee
Years
Job
Industry
Darlene MacDonald Darlene MacDonald Jacksonville, Florida Area Details
Darlene MacDonald's Large financial services company Experience February 2015 - Present
Job IT Business Analyst
Industry Information Technology and Services
Experience
Large Financial Services Company   February 2015 - Present
Bank of America  May 2013 - September 2014
Bank of America  October 2006 - May 2013
State Street  February 2004 - October 2006

Skills
Office 2010, Accounting, Multi-state Payroll..., Data Analysis, Vendor Management, Forecasting, Systems Integration, SharePoint, BMC Remedy, Databases, Microsoft Excel, Microsoft Office, Microsoft Word, Integration, Unix

Education
Chattahoochee Technical College
Associate of Science (A.S.), Information Systems, 3.5

Florida State College at Jacksonville
Associate of Arts (AA), Accounting and Finance, 3.5

Jones College-Jacksonville
Bachelor of Science (BS), Business Administration and Management, General, 3.9

Larry Seppanen Larry Seppanen Miami/Fort Lauderdale Area Details
Larry Seppanen's Large financial services company Experience May 1987 - January 2001
Job National Supervising Coordinator
Industry Internet
Experience
Shop.com/Market America   January 2001 - Present
Large Financial Services Company   May 1987 - January 2001
Various Music Contractors/Leaders   September 1967 - May 1987
United States Marine Corps  November 1976 - September 1980

Skills
Team Building, Sales Process, Social Networking, New Business Development, Social Media Marketing, Social Media, Marketing Strategy, Sales, Public Speaking, Marketing, Strategic Planning, Direct Marketing, Sales Management, Email Marketing, B2B, Music, Direct Sales, Negotiation, Fundraising, Business Development, Entrepreneurship, Project Management, Selling, Digital Marketing, Web Design, Business Strategy, E-commerce, Customer Service, Team Leadership, Coaching, Management, Lifestyle, Small Business, Trumpet, Musicians, Strategic Partnerships

Education
Northern Illinois University   1975 — 1976
Music

Cherry Hill East HS   1972 — 1975
Diploma, Music

Kristen Martinez Kristen Martinez Greater Denver Area Details
Kristen Martinez's Large financial services company Experience May 2014 - Present
Job Project Lead Internal Audit, CPA Candidate
Industry Financial Services
Experience
Large Financial Services Company   May 2014 - Present
Moss Adams LLP  January 2013 - April 2014
Mohler, Nixon & Williams (combined with Moss Adams in 2013)   July 2012 - December 2012
El Camino YMCA  November 2005 - January 2012
YMCA  June 2009 - September 2011
The ClubHouse Training Schools   May 2011 - June 2011
Gamma Phi Beta Sorority  December 2009 - December 2010
Chicks and Cowboys Children's Botique   September 2008 - January 2009
El Camino YMCA  June 2008 - September 2008

Skills
Customer Service, Budget, Accounting, Project Planning, Non-profits, Fundraising, PowerPoint, Microsoft Excel, Microsoft Word, Budgets, Nonprofits, Social Media Marketing, Sales, Coaching, Leadership, Outlook, Microsoft Office, Time Management, Auditing, Financial Analysis, Payroll, Financial Reporting, GAAP, Financial Statements, Teamwork, Finance

Education
Sonoma State University   2007 — 2011
Bachelor of Arts, International Economics

Sonoma State University   2007 — 2011
Bachelor of Science, Accounting

Los Altos High School   2003 — 2007
English, Spanish, Economics, Political Science, Math, Science

Larry Hewitt, MBA, CRPC®, RHU® Larry Hewitt, MBA, CRPC®, RHU® Tulsa, Oklahoma Area Details
Larry Hewitt, MBA, CRPC®, RHU®'s Large financial services company Experience March 2012 - Present
Job Consultant
Industry Financial Services
Experience
Large Financial Services Company   March 2012 - Present
Ameriprise Financial  July 2010 - April 2012
Triserv Alliance LLC  November 2008 - July 2009
HCSC  2006 - 2007
HCSC  2004 - 2006
BlueCross BlueShield of OK   1997 - 2004
BlueCross BlueShield of OK   1992 - 1997
BlueCross BlueShield of OK   1987 - 1992
American Airlines  1982 - 1987
Williams Cos  1979 - 1982

Skills
Project Management, Management, Start-ups, ERP, Team Building, Vendor Management, SDLC, Business Analysis, Budgets, E-commerce, Process Improvement, Program Management, Software Development, Human Resources, Cross-functional Team..., Team Management, PMO, Business Intelligence, Finance, Marketing, Mergers & Acquisitions, Banking, Strategic Planning, Change Management, Insurance, Information Technology, Financial Planning, Retirement Planning, Retirement Plan..., Life Insurance, Health Insurance, Securities, Mutual Funds, Investment Portfolio, Variable Annuities

Education
University of Tulsa   1993 — 1995
MBA, Management Information Systems

University of Central Oklahoma   1972 — 1976
Bachelors, Management Information Systems

John Newlen John Newlen Syracuse, New York Details
John Newlen's Large financial services company Experience August 2013 - June 2015
Job Versitile IT Analyst with a passion for helping people do what they need to do.
Industry Information Technology and Services
Experience
Large Financial Services Company   August 2013 - June 2015
Experis  April 2013 - August 2013
Syracuse University  December 1999 - June 2010
JB Hunt Transport Services, Inc.   January 1997 - October 1999
Sears Roebuck and Co  March 1996 - January 1997
Roth Brothers Smelting Corporation   June 1981 - April 1995

Skills
HTML, SQL, JavaScript, PHP, Web Applications, ColdFusion, CMS, Web Development, Microsoft Office, Java, Databases, Public Speaking, Troubleshooting, Access, IIS, C#, MySQL, Customer Service, Software Development, Identity Management, Application Development, Oracle SQL, Leadership, Cascade Server, Management, Testing, Visio, Teaching, Training, Information Technology

Education
Syracuse University CBIT   2005 — 2005
Certificate, MCPD Training

Syracuse University CBIT   1999 — 2000
Certificate, Webmaster

University of Rochester   1976 — 1980
BA, French

Sandra Duncan Sandra Duncan Greater New York City Area Details
Sandra Duncan's Large financial services company Experience April 2015 - Present
Job Creative Marketing Communications Professional
Industry Marketing and Advertising
Experience
Large Financial Services Company   April 2015 - Present
Contract/Freelance  August 2007 - May 2015
Jones Lang LaSalle  January 2015 - February 2015
Nestlé Design Group   June 2014 - July 2014
Kaiser Permanente  May 2011 - October 2013
AIG/Chartis  September 2009 - March 2010
Michael C. Fina  April 2008 - October 2008
Deloitte  October 2006 - March 2008
Alpine Woods Capital Investors  December 2005 - April 2006
HSBC Private Bank  October 2004 - October 2005

Skills
Marketing Communications, Graphic Design, PowerPoint, Adobe Acrobat, Photoshop, Presentation Development, Presentation Design, InDesign, Illustrator, Online Content, Creative Thinking, Strategic Thinking, Creative Concept Design, Creative Solutions, Visual Communication, Process Efficiency, Law of Attraction, Creative Writing, Digital Marketing, Website Development, Trade Show Production, Trade Show Graphics, Trade Show Exhibitor, Trade Show Strategy, Trade Show Presentations, Corporate Events, Coordinating Events, Corporate swag, Resume Writing, Marketing, Creative Direction, Advertising, Email Marketing, User Experience, Art Direction, Corporate Branding, Brochures

Education
New York University   2006 — 2010
School of Continuing and Professional Studies (SCPS)

Marist College   1997 — 1999
B.A., Communications/Advertising; Minor: Studio Art; graduated Cum Laude

Dutchess Community College   1988 — 1990
A.A., Liberal Arts/Humanities

Trevor Rossow, MAcc Trevor Rossow, MAcc Cincinnati Area Details
Trevor Rossow, MAcc's Large financial services company Experience September 2014 - Present
Job Financial Professional
Industry Financial Services
Experience
Large Financial Services Company   September 2014 - Present
Western & Southern Financial Group  September 2013 - September 2014
Fidelity Investments  March 2012 - September 2013
Fidelity Investments  July 2007 - March 2012
Bank of Kentucky   June 2006 - June 2007
Huff   June 2005 - May 2006
YMCA  June 1999 - June 2005
Cincinnati Bell Wireless  September 2002 - March 2005

Skills
General Securities..., Technical Sales, Tax, Finance, Banking, Securities, Retirement, Risk Management, Equities, Management, Employee Benefits, Leadership, Options, IRAs, Credit, Trading, Customer Service, Margin, Series 7, Series 63, Mutual Funds

Education
Northern Kentucky University   2009 — 2011
Masters, Accounting

Northern Kentucky University   2009 — 2011
BACHELOR OF SCIENCE, Finance

D. Michael Albano D. Michael Albano Greater Philadelphia Area Details
D. Michael Albano's Large financial services company Experience 2007 - September 2010
Job Senior Line Manager at Large Financial Services Company; HQ in Pennsylvania
Industry Financial Services
Experience
Large Financial Services Company; HQ in Pennsylvania   January 2014 - Present
Large Financial Services Company; HQ in Pennsylvania   January 2012 - December 2013
IT Project Manager at a Medium-sized Australian Financial Company   September 2010 - December 2011
Large Financial Services Company   2007 - September 2010
Frontline Placement Technologies  September 2005 - December 2008
Large Financial Services Company   July 2005 - April 2007
Large Financial Services Company   June 1999 - July 2005

Skills
Agile Methodologies, Scrum, Microsoft SQL Server, SQL, Data Warehousing, Software Project..., Agile Project Management, SDLC, Oracle, Java, Database Design, Database Administration, Software Development, Integration, .NET, International Project..., Certified Project..., TIBCO, T-SQL, VB.NET, XML, Oracle Certified DBA, Web Development, ETL, Oracle SQL, StrengthsFinder, PRINCE2, Databases, Project Management, Sybase

Education
Saint Joseph's University   1995 — 1999
B.S., Management of Information Systems

Saint Joseph's University - Erivan K. Haub School of Business   1995 — 1999
Bachelor of Science, Management of Information Systems

Roman Catholic High School   1991 — 1995
High School Diploma

Cynthia O'Leary Cynthia O'Leary Tampa/St. Petersburg, Florida Area Details
Cynthia O'Leary's Large financial services company Experience March 2011 - Present
Job Senior Business Analyst / Cybersecurity
Industry Financial Services
Experience
Large Financial Services Company   March 2011 - Present
Publix  December 2006 - February 2011
Intertape Polymer Group  July 2005 - December 2006
Metropolitan Life Insurance Company  July 2002 - July 2005

Skills
SDLC, Business Analysis, Microsoft SQL Server, Databases, Business Intelligence, SQL, .NET, Visual Basic, VB.NET, Program Management, Analysis, Testing, Leadership, DB2, Management, Active Directory, Windows Server, VBScript, Windows, Access, Database Design, Integration, XML, Requirements Analysis

Education
University of South Florida   2014 — 2016
Master of Science (M.S.), CyberSecurity CyberIntelligence

University of South Florida   2002 — 2004
M.S., Management Information Systems

Eckerd College   2000 — 2002
B.A., Information Systems

Bretton Wolff Bretton Wolff Washington D.C. Metro Area Details
Bretton Wolff's Large financial services company Experience October 2010 - Present
Job Sr. Information Security Analyst at Large Financial Services Company
Industry Information Technology and Services
Experience
Large Financial Services Company   October 2010 - Present
TWM Associates Inc.  2004 - October 2010
ExxonMobil  1993 - 2003
Mindbank  1993 - 2003
Mobil Oil  1993 - 2002
MCI  1988 - 1993

Skills
CISSP, Vulnerability Assessment, Vulnerability Management, Information Security..., Information Security, Penetration Testing, Networking, Computer Security, FISMA, NIST, Network Security, Information Assurance, Vulnerability Scanning, Application Security, Security, Web Application Security, Nessus, Intrusion Detection, Data Security, HP, System Architecture, Unix Security, Unix, Application Security..., Enterprise Architecture

Education
University of Maryland College Park
Bachelor's degree

Steven Wesna Steven Wesna Raleigh, North Carolina Details
Steven Wesna's Large financial services company Experience October 2013 - Present
Job Enterprise Applications Architect at Large Financial Services Company
Industry Financial Services
Experience
Large Financial Services Company   October 2013 - Present
Catholic Health Initiatives  June 2011 - March 2013
Princeton Healthcare System  July 2009 - May 2011
Childrens Hospital of Philadelphia  January 2008 - November 2008
Kindred Healthcare  June 2006 - November 2007
PriceWaterhouseCoopers  November 1996 - October 2001
CSC  June 1992 - April 1995

Skills
Epic Systems, EMR, Healthcare Information..., EAI, Integration, HL7, EHR, EDI, Java, HIPAA, SQL, Informatics, Visio, SDLC, Software Documentation, Enterprise Architecture, CPOE, Meditech, Ambulatory, SOA, Process Improvement, Microsoft SQL Server, Business Intelligence, Software Implementation, Requirements Analysis, Cerner, Health Information..., Databases, Software Project..., SharePoint, Business Analysis

Education
The College of New Jersey
BS, Electrical Engineering

Avinash Hegde Avinash Hegde Greater Chicago Area Details
Avinash Hegde's Large financial services company Experience January 2004 - Present
Job Vice President
Industry Financial Services
Experience
Large Financial Services Company   January 2004 - Present

Skills
SDLC, IT Strategy, Business Analysis, Architecture, Vendor Management, Management, Agile Methodologies, Business Intelligence, Enterprise Architecture, Java Enterprise Edition, Program Management, Requirements Analysis, SOA, Software Project..., Service Delivery..., People Skills, Manage Complex Projects, Manage large

Education
Purdue University   2006 — 2008
MBA, General Management

Bangalore University   1990 — 1994
B.E, Electronics and Communications Engineering

Raj Agarwal, PMP Raj Agarwal, PMP Greater New York City Area Details
Raj Agarwal, PMP's Large financial services company Experience August 1987 - January 2002
Job Director Program Management, Global Financial Company
Industry Information Technology and Services
Experience
Global Financial Company   May 2014 - Present
Verizon  March 2013 - April 2014
Global Consulting Organization   July 2012 - March 2013
Financial Company  May 2008 - June 2012
NY State Agency   October 2004 - May 2008
City of New York  February 2003 - October 2004
IT /ERP Consulting Company   January 2002 - January 2003
Large Financial Services Company   August 1987 - January 2002

Skills
SDLC, Project Management, Program Management, SaaS, PeopleSoft HCM, ELM, Change Management, Agile Methodologies, Oracle, Functional Requirements, Configuration Management, PMO, QA Management, HR Project Management, Oracle HR, HCM Processes & Forms, HR Training, Defined Benefit, Benefits Administration, Payroll, Time & Attendance, Requirements Analysis, Business Analysis, PMP, Enterprise Architecture, ERP, Software Project..., Solution Architecture, Risk Management, IT Strategy, Project Delivery, PeopleSoft, Testing, Requirements Gathering, Data Warehousing, SharePoint, Visio, Vendor Management, Outsourcing, Business Intelligence, Business Process..., Business Process, Project Portfolio..., Integration, Consulting

Education
Indian Institute of Technology, Delhi   1974 — 1976
Master's degree

National Institute of Technology   1969 — 1974
Bachelor's Degree

Jason Haddock Jason Haddock Greater Denver Area Details
Jason Haddock's Large financial services company Experience March 2004 - October 2011
Job Asset Forfeiture Specialist at IRS Criminal Investigation
Industry Government Administration
Experience
IRS Criminal Investigation  October 2011 - Present
Large Financial Services Company   March 2004 - October 2011
INVESCO  October 2000 - October 2003
Invesco Funds Group  2000 - 2003

Skills
Mutual Funds, Securities, Accounting, Sarbanes-Oxley Act, Business Analysis, Microsoft Excel, Fund Accounting, Project Management, Customer Service, Bloomberg, Bloomberg Terminal, Corporate Actions, Account Reconciliation

Education
Metropolitan State College of Denver   1997 — 2001

Terri Tanaka, CFA Terri Tanaka, CFA Greater Chicago Area Details
Terri Tanaka, CFA's Large financial services company Experience July 2012 - Present
Job Regional Fixed Income Specialist at Large Financial Services Firm
Industry Investment Management
Experience
Large Financial Services Company   July 2012 - Present
Morgan Stanley Smith Barney  July 2010 - 2011
NASDAQ Stock Market  2005 - 2007
Cova Financial Services   1998 - 2001
Conning Asset Management  1995 - 1998
General American Life Insurance Company  1987 - 1995

Education
Washington University in St. Louis - Olin Business School   1985 — 1987
MBA, Finance

Indiana University Bloomington   1980 — 1984
BS, Finance

David Wesenberg David Wesenberg Cincinnati Area Details
David Wesenberg's Large financial services company Experience April 2011 - Present
Job Senior .Net Developer
Industry Financial Services
Experience
Large Financial Services Company   April 2011 - Present

Skills
ASP.NET, .NET, jQuery, C#, Microsoft SQL Server, System Administration, Web Development, CSS, Web Applications, HTML, Agile Methodologies, JavaScript, Software Development, Scrum, Enterprise Software, AJAX, Nonprofits, Visual Studio, Project Management, Information Architecture, Data Warehousing, Audio Engineering, Audio Editing, Audio Post Production, Video Production, Music Production, Guitarist, Musicians, Software Engineering, Web Services, Test Driven Development, ASP.NET MVC, Entity Framework, Software Design, ASP, LINQ, VB.NET, Agile Project Management, XHTML, XML, HTML 5, SDLC, SQL, Visual Basic, SOA

Education
University of Cincinnati
BA

Summit Country Day   1985 — 1989

Bimal Patel Bimal Patel Greater Philadelphia Area Details
Bimal Patel's Large financial services company Experience June 2013 - Present
Job Software Architect at Large Financial Services Company
Industry Information Technology and Services
Experience
Large Financial Services Company   June 2013 - Present
BAPS Charities  June 1999 - Present
Large Financial Services Company   April 2009 - June 2013
Large Financial Services Company   November 2011 - May 2013
Large Financial Services Company   July 2000 - 2009
University of Scranton  August 1998 - May 2000

Skills
Strategic Planning, Situation Analysis, Event Planning, Event Management, Systems Analysis, IT Managment, Data Warehousing, Datastage, Software Development, Agile Methodologies, SQL, Microsoft SQL Server, Oracle, SDLC, Business Intelligence, ETL, Java, SOA, Software Project..., Unix, PL/SQL, Data Modeling, DB2, Requirements Analysis, XML, IT Management, Enterprise Architecture, Project Management, Strategic Thinking, Business Analysis, Risk Management, Internal Controls

Education
University of Scranton   1998 — 2000
M.S., Software Engineering

University of Mumbai   1994 — 1998
B.E., Electronics Engineering

Rob Tolentino Rob Tolentino Raleigh-Durham, North Carolina Area Details
Rob Tolentino's Large financial services company Experience April 2004 - Present
Job Director, Employee Relations, HR Solutions
Industry Financial Services
Experience
Large Financial Services Company   April 2004 - Present
Winter Wyman/Peoples Synergies   February 1996 - June 2004
inc.com/G&J USA Publishing,   February 2000 - July 2001
Telco Systems  April 1998 - February 2000
Digital Equipment Corporation  February 1997 - March 1998

Education
University of Massachusetts, Amherst   1987 — 1990
BA, Political Science

Hofstra University   1981 — 1984

Dawn Goldbacher, CLU®, ChFC®, CRPC®, Dawn Goldbacher, CLU®, ChFC®, CRPC®, Greater New York City Area Details
Dawn Goldbacher, CLU®, ChFC®, CRPC®,'s Large financial services company Experience April 2008 - Present
Job Vice President, National Account Executive
Industry Financial Services
Experience
Large Financial Services Company   April 2008 - Present
TD Bank USA  2007 - 2008
Independence Community Bank  2004 - 2006
Dime Savings Bank  1998 - 2003

Skills
Life, Health, Property..., FINRA Registered -..., Chartered Life..., Chartered Financial..., Chartered Retirement..., Project Management, Risk Management, Strategic Planning, Business Development, Sales Management, Training Development..., Series 7, Finance, Banking, Management, Life Insurance, Leadership, Financial Advisory, Training, Individual Life, Program Management, Insurance, Sales, Mutual Funds, Retirement Planning, Relationship Management, Investments, Financial Services, Wealth Management, Series 63, Financial Planning, Strategy

Education
Boston University
Master of Science in Management (MSM), Project Management

Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (BA)

The American College

Eileen Leary Eileen Leary Tampa/St. Petersburg, Florida Area Details
Eileen Leary's Large financial services company Experience October 2008 - Present
Job Senior Business Analyst
Industry Financial Services
Experience
Large Financial Services Company   October 2008 - Present
Logan Orviss International   2000 - 2001

Education
Centenary College
BA, Psychology

University of Pennsylvania - The Wharton School
MBA, Finance

Dee Brinley Dee Brinley Greater Denver Area Details
Dee Brinley's Large financial services company Experience March 2011 - Present
Job Manager, App Support
Industry Financial Services
Experience
Large Financial Services Company   March 2011 - Present
Large Financial Services Company   November 2009 - March 2011
Jackson National Life  August 2002 - November 2009

Skills
Business Analysis, Microsoft Excel, Insurance, Process Improvement, Customer Service, Software Documentation, Project Management, Access, Analysis, Requirements Gathering, Data Analysis, Requirements Analysis, Vendor Management, Risk Management, Financial Services

Education
University of Colorado at Denver
Bachelor of Arts (B.A.), Psychology/Biology

Shrini Hirday Shrini Hirday Greater New York City Area Details
Shrini Hirday's Large financial services company Experience March 2004 - Present
Job Sr Data Architect at Large Financial Services Company
Industry Financial Services
Experience
Large Financial Services Company   March 2004 - Present

Skills
OLAP, Data Modeling, Data Architecture, Data Warehouse..., OLTP, Erwin, Data Marts, ETL, Mongo/NOSQL, Dimensional Modeling, Data Integration, Data Governance, Data Quality, Java, Java Web Services, SDLC, Business Analysis, Software Project..., Requirements Analysis, Unix, SQL

Education
University of Pune
Master of computer science, Computer Science

University of Pune

Kelly Marx Kelly Marx San Francisco Bay Area Details
Kelly Marx's Large financial services company Experience September 1999 - Present
Job Vice President Compliance Manager at Wells Fargo Bank
Industry Financial Services
Experience
Large financial services company   September 1999 - Present
Morgan Stanley Dean Witter  January 1997 - September 1999

Education
University of San Diego   1994 — 1997
BA, Business Administration

Mike Runion Mike Runion Newport, Kentucky Details
Mike Runion's Large financial services company Experience February 2005 - Present
Job Financial Advisor at Large Financial Services Company
Industry Financial Services
Experience
Large Financial Services Company   February 2005 - Present

Education
Northern Kentucky University
Middle Grades Education, Education