Meradia Group
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Meradia Group Employees
GeoOrbital May 2014 - Present
The Venture Café Foundation May 2014 - Present
Cangrade May 2014 - Present
MYXYS January 2013 - Present
Startup Access August 2012 - Present
Cangrade August 2011 - May 2014
Meradia Group July 2011 - January 2012
Ony Group December 2009 - January 2012
RBS November 2009 - April 2010
Fortunesmith December 2008 - November 2009
Skills
Business &..., Institutional..., Computer Programming &..., Non-profits, Emerging Markets, Financial Modeling, Due Diligence, Financial Services, Quantitative Analytics, Management Consulting, Entrepreneurship, Analytics, Data Analysis, Valuation, Economics, Institutions, Marketing, Start-ups, Human Resources, Nonprofits, Online Marketing, SEO, Organizational..., Strategic Planning, Management, Team Building, Social Media, Strategic Partnerships, Strategy, Venture Capital, Mergers & Acquisitions, Business Strategy, Executive Management, User Interface Design, User Experience
Education
Brandeis University 1999 — 2002
B.A., Psychology
Southern New Hampshire University 2005 — 2006
M.S., International Economics
U.S. Bank April 2015 - Present
Robert Half Management Resources September 2014 - April 2015
Meradia Group July 2013 - July 2014
RBS Citizens Financial Group May 2013 - July 2013
Epsilon March 2012 - March 2013
State Street Bank November 2011 - February 2012
Brown Brothers Harriman May 2011 - September 2011
JP Morgan Chase July 2009 - May 2011
Bowne & Co., Inc. April 2006 - May 2009
Investors Bank & Trust June 2002 - April 2006
Skills
Financial Reporting, Business Analysis, Finance, Accounting, Management, Project Management, Budgets, Financial Services, Microsoft Excel, Auditing, Internal Controls, Human Resources, Training, Onboarding, Software Documentation, Account Reconciliation, SharePoint, Financial Analysis, Integration, Financial Statements, Microsoft Word, Investments, Risk Management, Property Management, Income Properties, Rentals, Compliance, Budgeting, Excel, Fundsuite, NSAR, Visio, PowerPoint, Adobe Reader XI
Education
Massachusetts College of Liberal Arts 1991 — 1995
BS, Accounting & Finance
Brockton High School 1988 — 1991
PricewaterhouseCoopers Management Consultants March 2014 - Present
Reg-U-Nomics, Inc. February 2009 - February 2014
Meradia Group April 2008 - April 2009
EMC-Business Edge Solutions, Inc. January 2007 - January 2008
UBS July 2006 - January 2007
Penson Financial Services June 2005 - June 2006
Federal Home Loan Bank of Seattle 2002 - 2005
Skills
Financial Modeling, Risk, Credit Risk, Basel II, Risk Management, Dodd-Frank Regulation, Financial Risk, Quantitative Analytics, Dodd-Frank, Market Risk, Financial Services, Derivatives, Risk Assessment, Enterprise Risk..., Portfolio Management, Counterparty Risk, Fixed Income, VAR, Monte Carlo Simulation, Equities, Governance, Operational Risk, Basel III, Strategy
Education
Wharton School, Executive Education 2005 — 2006
Certificate
Baruch College, City University of New York (CUNY) 1982 — 1985
Meradia Group May 2011 - Present
Skills
Business Analysis, Financial Services, Functional..., Microsoft Excel, Microsoft Office, PMO, Process Improvement, Program Management, Project Management, Requirements Analysis, Visio
Education
Framingham State University 2003 — 2007
Bachelor of Arts (BA)
Meradia Group February 2010 - Present
Philips Healthcare June 2009 - January 2010
FGG June 2007 - November 2008
Pioneer Alternative Investments September 2004 - June 2007
Pioneer Investments September 1999 - September 2004
CB Richard Ellis Whittier Partners June 1998 - September 1999
Skills
Mutual Funds, Hedge Funds, Product Management, Research, Risk, Equities, Fixed Income, Options, Bloomberg, Asset Management, Alternative Investments, Financial Analysis, Investments, Risk Management, Derivatives, Excel, Business Analysis, Financial Reporting, Private Equity, Analysis, Customer Relations, Strategic Planning, Business Strategy, Product Development, Valuation, Process Improvement, Competitive Analysis, Access, Process Engineering, Statistics, Pricing, Microsoft Office, Data Analysis, Due Diligence, Market Research, Compliance, Management Consulting, Analytics, VBA, Vendor Management
Education
Bentley University 1993 — 1998
BS, Management, Marketing
Ohio Savings Bank July 2015 - Present
University of Cincinnati August 2011 - July 2015
Weatherly Consulting 2010 - 2011
DST Global Solutions 2009 - 2010
Meradia Group February 2008 - December 2008
Victory Capital Management/KeyCorp 1996 - 2007
Skills
Project Management, Investments, Mutual Funds, Bloomberg, Fixed Income, Asset Managment, Equities, Business Analysis, Data Analysis, Risk Management, Alternative Investments, Financial Services, Hedge Funds, Financial Modeling, Derivatives, Capital Markets, Investment Management, Valuation, Performance Measurement, Financial Analysis, Trading Systems, Investment..., Investment Compliance, Financial Markets, Asset Management, Visio, Financial Risk, Private Equity, Fund Accounting, Securities
Education
The University of Akron 1992 — 1994
MBA, Finance
The University of Akron 1979 — 1991
Bachelor of Arts (B.A.), Economics
State Street Global Exchange September 2015 - Present
State Street November 2013 - Present
Meradia Group October 2011 - November 2013
State Street Bank December 2007 - July 2011
Skills
Data Warehousing, Data Analysis, Portfolio Management, Investments, Valuation, IT Service Management, Bloomberg, Mutual Funds, Financial Markets, Fundamental Analysis, Capital Markets, SQL, IT Strategy, IT Outsourcing, Tableau
Education
Boston University - School of Management 2010 — 2011
MS, Investment Management
Tufts University 2003 — 2007
BA, English
Meradia Group February 2010 - Present
Smith Barney Consulting Group 1999 - 2009
Shearson Lehman Hutton 1985 - 1992
Skills
Performance Measurement, Investments, Asset Allocation, Retirement Planning, Wealth Management, Performance Attribution, Investment Advisory, Analysis, Requirements Analysis, Business Analysis, Financial Services, Mutual Funds, Management Consulting
Education
University of North Carolina at Chapel Hill 1975 — 1979
BS, Mathematics
Meradia Group October 2006 - Present
Independent Startup Advisory Work September 2000 - Present
ByAllAccounts September 2004 - September 2006
Stax, Inc. April 2002 - June 2004
BrainTrust February 2001 - May 2001
WorldInsure December 2000 - February 2001
Cambridge Associates June 1997 - July 2000
CNN June 1996 - August 1996
Congressman Peter Hoekstra June 1995 - August 1995
Skills
Strategy, Start-ups, Program Management, Analytics, CRM, Management, Analysis, Entrepreneurship, Strategic Planning, Leadership, Due Diligence, Risk Management, Management Consulting, Salesforce.com, Business Intelligence, Process Improvement, Business Analysis, Product Development, New Business Development, Project Planning, Business Strategy, Mergers & Acquisitions, Investments, PMO, Cross-functional Team..., Performance Measurement, Social Networking, Training, Communications Audits, Vendor Management, Business Process..., Enterprise Software, Venture Capital, Performance Improvement, SharePoint, Financial Risk, Requirements Analysis, Business Process..., Cognos, Data Warehouse..., Capital Raising, Operational Streamlining, Software Process..., Advent, Atlassian JIRA, Legacy System Conversion, Social Technologies, Microsoft Solutions, Bi-SAM, Enso Financial
Education
Amherst College 1993 — 1997
B.A., Economics & Political Science
University of Cambridge 1995 — 1995
Economics, Political Science
East Grand Rapids High School 1989 — 1993
The Cape Cod Kitchen, LLC December 2014 - Present
Putnam Investments 2012 - August 2014
Meradia Group 2010 - 2012
Pioneer Investments 1999 - 2008
Pamet River Inc. 1998 - 1999
Nesbitt Burns Securities 1997 - 1998
Fidelity Investments Institutional Services 1995 - 1997
Skills
Analysis, Financial Services, Analytics, Investments, Bloomberg, Morningstar Direct, Zephyr Style Advisor, Factset, DST, MS SharePoint, MS Visio, MS Excel, MS Power Point, MS Access, Simfund, Lipper, Stat Pro Composites, Performance Measurement, Performance Attribution..., Problem Solving, Opperations/Process..., Performance Attribution, Access, Microsoft Excel
Education
Fordham University 1989 — 1994
B.S. Business Admin, Concentration: Accounting
Meradia Group October 2014 - Present
Brandywine Global Investment Management May 2007 - April 2014
Legg Mason February 2000 - May 2007
Skills
ITIL v3 Foundations..., Project Management, IT Management, Leadership, Asset Managment, Management, Business Continuity, Negotiation, Databases, Unix, SQL, Perl, Disaster Recovery, .Net, Sybase, Oracle, Microsoft SQL Server, PMP Certified, Asset Management, MS Office 365, MS Access 2013 Web Apps, MS Office Automation..., Business Analysis, SDLC
Education
Loyola College in Maryland
Master of Science (MS), Computer Science
Loyola College in Maryland
Bachelor of Science (BS), Computer Science
Meradia Group November 2010 - Present
SSgA September 2000 - August 2010
The Gillette Company 1994 - September 2000
Skills
PMP, Performance Measurement, Business Analysis, Process Engineering, Management Consulting, Program Management, Strategic Planning, Change Management, Process Improvement, Project Management, Outsourcing, Investments, Requirements Gathering, Requirements Analysis, Business Intelligence, Project Portfolio..., Business Strategy, Vendor Management, Analysis, Portfolio Management, Financial Services
Education
Boston University 2005 — 2005
Certificate in Applied Project Management
Simmons College - Simmons School of Management 2001 — 2004
MBA, Management
Northeastern University 1991 — 1996
BSBA, MIS
Wear the Best, Inc. May 2014 - Present
Homesite Insurance September 2011 - April 2014
Meradia Group May 2011 - August 2011
Amica Mutual Insurance Co. 2007 - 2011
Amica Mutual Insurance Co. July 2007 - September 2007
CUMULUS MEDIA INC June 2005 - August 2005
Skills
Claim, Analysis, Insurance, Claims Management, Subrogation, Casualty, Property Claims, Property & Casualty..., Property Damage, Commercial Insurance, Litigation Management, Professional Liability, Legal Liability, Settlement, Liability, Casualty Insurance, Management
Education
Providence College 2003 — 2007
BS, Finance
Immaculate
EMC Consulting December 2009 - Present
Meradia Group May 2008 - December 2009
Independant Consultant January 2006 - May 2008
Sources Solutions Group July 2006 - July 2007
NASCAR Images 2007 - 2007
ThruPoint July 2004 - July 2006
BearingPoint Consulting January 2001 - July 2004
Skills
Program Management, Cross-functional Team..., Strategy, Integration, Process Improvement, Business Development, Project Management, Business Strategy, Management, PMO, Telecommunications, Analysis, Strategic Planning, Mergers & Acquisitions, Business Planning, Financial Analysis, Contract Negotiation, Budgets, Analytics, Consulting, ERP, Negotiation, Software Project..., Risk Management, Vendor Management, Team Leadership
Education
The Pennsylvania State University 1998 — 2000
MBA, Finance
The Pennsylvania State University 1990 — 1993
BS, Business Logistics, Economics
McGraw-Hill Education September 2012 - Present
Starcom MediaVest Group December 2009 - Present
Popdose.com January 2008 - Present
Bullz-Eye.com September 2001 - Present
Townsquare Media March 2012 - March 2012
Tactic May 2011 - July 2011
PopMatters.com February 2002 - August 2005
Chicago RedEye November 2002 - March 2005
Meradia Group June 2004 - February 2005
Howe Barnes Hoefer & Arnett April 2001 - June 2004
Skills
HTML, Microsoft Office, Copy Editing, Wordpress, Audio Editing, Editing, Plumtree, SIS, Writing, Blogging, Content Management, Music, Photoscape, Movie Reviews, Sports Writing, Community Management, Data Analysis, Axys, SEO, Social Media, Social Networking
Education
Lancaster High School 1983 — 1986
General Studies
Ohio University
Bachelor of Science, Communications; audio production
Santander Bank, N.A. August 2014 - Present
Meradia Group February 2013 - August 2014
MobileAware July 2012 - January 2013
JPMorgan Chase October 2007 - July 2012
BBN Technologies September 2009 - December 2010
Skills
•Cross-Functional Team..., •Fluent in English and..., •SWOT Analysis, •Business Analytics..., Microsoft Office, Lotus Notes, Visual Basic, BLOOMBERG, Software Quality..., Data Quality Assurance, ARPU, EBITDA Growth, ASIC, User Acceptance Testing, Business Case Modelling, HTML 5, Change Management, Comparative Market..., SEO, Google Analytics, Zoho, Salesforce.com, User Interface, A/B testing, Project Management, Business Strategy, CRM, IVR, Service Level Agreements, Service Level Management, Net Promoter Score, Proof of Concept, KPI Reports, Performance Benchmarking, SaaS, Knowledge Management..., Competitive Marketing..., Mobile Networking, Enterprise Solution..., Customer Engagement, Global Business..., Contract Negotiation, Visionary Thinking, Delivering ROI, Customer Experience..., RFP Generation, RFI, Alfresco Enterprise..., SQL, Strategy
Education
Northeastern University - Graduate School of Business Administration 2010 — 2012
MBA
The Washington Campus of Public Policy 2012 — 2012
American University of Beirut 2004 — 2007
BA, Buisness/Finance
Gauvin Consulting Services Ltd. (www.gauvinconsulting.com) November 2006 - Present
Meradia Group May 2015 - September 2015
Capital G Bank Limited Bermuda September 2013 - October 2013
Expertise Limited (Capital G Limited) July 2013 - October 2013
XL Investment Management Limited, Hamilton Bermuda October 2005 - August 2006
Bermuda Investment Advisory Services Limited (www.bias.bm) March 2002 - September 2005
Net Exchange 2000 - 2002
Continental Asset Management 1990 - 1999
AIG Investments Advisory Services 1988 - 1990
Skills
Bilingual-French, GIPS, Portfolio Management, Healthcare Management, Operations Management, Market Data, Business Analysis, New Business Development, French, Change Management, Change Management,..., Analysis, CRM, Strategy, Management, Investments, Banking, SharePoint, Leadership, Visio, Business Intelligence, Program Management, Risk Management, Process Improvement, Management Consulting, Project Management, Strategic Planning, Software Documentation, Training, Marketing, Finance, Quality Assurance, Consulting, Vendor Management, Mergers & Acquisitions, SDLC, Human Resources, Databases, Business Process..., Data Warehousing, Business Process, PMO, Performance Management, Business Strategy, Financial Services, Business Planning, IT Strategy, Testing, Outsourcing, Resource Management
Education
SUNY Empire State College 1998 — 2002
Masters - Incomplete, Business Policy & Technology
Hofstra University 2001 — 2001
2 Graduate Certificates in Computer Sciences and Database Design, Computer Sciences and Database Design
SUNY Empire State College 1990 — 1994
BS, Economics
Fidelity Investments June 2014 - Present
Meradia Group January 2014 - June 2014
SunGard August 2013 - November 2013
SS&C Technologies August 2010 - August 2013
State Street/Investors Bank & Trust June 2005 - August 2010
Skills
Corporate Actions, Securities, Mutual Funds, Equities, Bloomberg, Fixed Income, Process Improvement, Business Analysis, Financial Services, Investments, Risk Management, Asset Managment, Project Management, Software Implementation, Private Equity, Product Management, Asset Management, Banking, CRM, Analysis, Relationship Management, Trading, Financial Risk, Investment Management
Education
Stonehill College
BS Business Administration, Management
New England School of Banking Trust School
Graduate of Trust and Estates Administration Program
Advanced Management Systems
Graduate, Operations Management
Ampere Capital Group July 2015 - Present
Milestone Partners April 2013 - July 2015
New Jersey Medicaid August 2011 - April 2013
Susquehanna International Group June 2008 - April 2011
Smokey Joe's October 2006 - May 2008
Meradia Group June 2007 - August 2007
Affiliated Distributors June 2005 - August 2005
Skills
Management, Budgets, Valuation, Financial Modeling, Investment Banking, Financial Analysis, Alternative Investments, Financial Risk, Microsoft Office, Bloomberg, Investments, Equities, Due Diligence, Microsoft Excel, Leadership, Capital Markets, Portfolio Management
Education
University of Pennsylvania 2004 — 2008
B.S., Economics with a concentration in Finance
University of Pennsylvania - The Wharton School 2004 — 2008
St. Joseph's Prep
St. Joseph's Prep
BlackRock July 2011 - Present
Meradia Group 2010 - July 2011
BlackRock 2009 - 2010
Brown Brothers Harriman October 1996 - October 2008
Brown Brothers Harriman October 1996 - July 2005
Coopers & Lybrand Consulting October 1995 - October 1996
American Express Bank 1992 - 1995
American Express Bank 1989 - 1992
American Express Bank 1986 - 1989
American Express Bank 1983 - 1986
Skills
Alternative Investments, Asset Management, Asset Managment, Auditing, Banking, Business Analysis, Capital Markets, Customer Service, Derivatives, Equities, FX Options, Finance, Project Management, Process Improvement, Middle Office
Education
New York University 2011 — 2013
MS, Management & Technology
Providence College 1974 — 1980
BS, Accounting
Ernst & Young Director of ImplementationDonna KaranOctober 2003 - October 2007
Meradia Group August 2000 - February 2003
Education
Penn State University 1996 — 1999
Masters, Corporate Audit
Boston University School of Law 1990 — 1994
Bachelor, Commercial Law
Workiva June 2014 - Present
Meradia Group July 2013 - July 2014
Brown Brothers Harriman December 2012 - February 2013
Brown Brothers Harriman November 2010 - August 2012
Brown Brothers Harriman November 2008 - May 2010
State Street Bank November 2005 - May 2008
Skills
Asset Management, Financial Services, Financial Statement..., Fund Administration, Corporate Actions, Derivatives, Risk Management, Performance Management, Fixed Income, Business Requirements, US GAAP reporting, Financial Audits, Strategy, Business Process..., RRP, COSO ERM, Sarbanes-Oxley Act, CCAR, Dodd-Frank
Education
Suffolk University - Sawyer School of Management 2008 — 2011
MBA, Marketing/Finance
Suffolk University 2001 — 2005
Bachelors, Business Managment/Finance, 3.2
Meradia Group October 2012 - Present
Wellington Management November 2010 - September 2012
State Street Global Advisors 2008 - 2010
Woodstock Corporation 2007 - 2008
Skills
Financial Services, Investment Management, Management, Hedge Funds, Project Management, Performance Measurement, Alternative Investments, Fixed Income, Asset Management, Portfolio Management, Investments
Education
Newbury College 2001 — 2004
Bachelor's degree, Accounting
Wilmington Trust April 2007 - Present
Meradia Group 1999 - 2007
Education
Drexel University 1981 — 1986
BA, Commerce and Engineering
Meradia Group May 2012 - Present
Legg Mason Private Portfolio Group June 2008 - June 2012
Legg Mason Inc May 2006 - June 2008
Asset Management Technology Solutions, Inc. February 2001 - May 2006
Iconixx, Inc February 2000 - February 2001
Legg Mason Inc., October 1996 - January 2000
Legg Capital Management November 1993 - October 1996
USF&G April 1990 - November 1993
Calvert Group April 1987 - April 1990
Stuart James Co June 1986 - January 1987
Skills
Data Management, Asset Management, SDLC, Performance Measurement, Investments, Fixed Income, Strategic Planning, Process Improvement, Process Engineering, Requirements Analysis, Program Management
Education
Loyola College in Maryland 1988 — 1991
Masters in Business Adminstration, Management Information Systems
University of Maryland College Park 1982 — 1986
Bachelor of Science, Finance and Marketing
Wilmington Trust April 2007 - Present
Meradia Group 1999 - 2007
Education
Drexel University
BS