PFPC, Inc
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PFPC, Inc Employees
Jeanne Grant, CPA 2014 - Present
Jeanne Grant, CPA 2014 - 2015
Jeanne Grant, CPA 2014 - 2015
Jeanne Grant, CPA 2014 - 2015
Ernst & Young 2006 - 2013
PFPC Inc. 2004 - January 2006
JPMorgan Chase 1997 - 2004
Corporate Express Delivery Systems, Inc. October 1996 - August 1997
Arthur Andersen LLP 1992 - 1996
Skills
Due Diligence, Financial Analysis, Hedge Funds, Finance, Valuation, Structured Finance, Financial Reporting, Mergers & Acquisitions, Cash Management, Auditing, Derivatives, Accounting, Financial Services, Alternative Investments, Forensic Analysis, Certified Divorce...
Education
Chestnut Hill College 1968 — 1971
BS, Biology
University of Houston-Clear Lake
MS, Accounting
Export Development Canada February 2008 - Present
FastCo Documentation Inc. January 2001 - Present
FastCo Documentation Inc. April 2003 - September 2008
Department of National Defence January 2006 - January 2008
PFPC Inc November 2001 - February 2003
Government of Canada July 2000 - August 2001
ActiveSystems Inc September 1997 - July 2000
Skills
Technical Writing, Visio, Software Documentation, SharePoint, XML, HTML, Change Management, Online Help, SnagIt, Editing, Photoshop, ADKAR model for Change..., Microsoft Office 2010
Education
Athabasca University 2010 — 2015
Master of Arts (M.A.), Integrated Studies with a specialization in Global Change
Carleton University, Ottawa
Bachelor of Arts Honours, Mass Communications and Film Studies
Vision Government Solutions, Inc. 2015 - 2015
Vision Government Solutions, Inc. 2015 - 2015
BNY Mellon August 2011 - June 2014
BNY Mellon July 2010 - August 2011
PFPC Inc June 2005 - July 2010
PNC Global Investment Servicing June 2005 - July 2010
Furniture.com 1999 - 2000
Education
Quinnipiac University 1994 — 1997
University of Massachusetts Correctional Health July 2012 - Present
St Paul's Food Pantry May 2010 - November 2013
University of Massachusetts Development Office October 2011 - April 2012
Monster Worldwide September 2003 - September 2007
PFPC Inc January 1993 - March 2003
440 Financial Group 1993 - 1995
United States Postal Service June 1990 - November 1992
Tatnuck Branch & Talking Book Libraries February 1986 - August 1988
Education
Worcester State University 1990 — 1992
BS, Natural Science & Geography
Saint Joseph's College 1988 — 1990
Transfer, Environmental Science
St Mary's High School
Worcester Central Catholic
Zuma Financial Advisors, LLC June 2011 - Present
Center for the Study of Aging April 2014 - Present
Baltimore's Child, Inc. February 2012 - March 2013
TIAA-CREF January 2005 - June 2011
City National Bank October 2002 - June 2004
SYNOPSYS, INC. (formerly AVANT! CORP) July 2000 - July 2002
PFPC INC January 1999 - April 2000
IMPERIAL CAPITAL, LLC January 1994 - January 1999
Skills
Wealth Management..., Retirement Planning, Registered Investment..., Series 7, Series 63, Series 65, Portfolio Management, Budgeting Strategies, Life Insurance, Estate Planning, Investment Advisory, IRAs, 401k, Personal Finance, College Savings Plans, Long Term Care Insurance, Investments, Wealth Management, Financial Services, Asset Allocation, Securities, Mutual Funds, Retirement
Education
University of Massachusetts, Amherst 1987 — 1990
BA, Economics
University of California, Los Angeles 2000 — 2002
Certificate, Personal Financial Planning
College for Financial Planning 2013 — 2014
Accredited Asset Management Specialist, Accredited Asset Management Specialist
Internship - US Small Business Administration 1990 — 1990
Internship, Enterprize Zone Planning - Department of Economic Development
Doherty Memorial High School 1983 — 1987
Diploma, High School/Secondary Diplomas and Certificates
Commonwealth of Massachusetts November 2012 - Present
Self Employed Consultant January 2005 - Present
PFPC, INC. November 2001 - October 2002
FedEx February 1998 - November 2001
WINDSTAR TECHNOLOGIES, INC February 2001 - October 2001
BOSTON ARCHITECTURAL CENTER September 1999 - January 2001
FedEx Ground April 1995 - September 1998
Skills
Legal Research, Research, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Event Planning, Database Management, Travel Planning, Business Writing, Customer Service, Marketing Communications, Email Marketing, Marketing, Notary Public, Powers of Attorney, Closings, Sales, Leadership, Training, Outlook, Real Estate Transactions
Education
University of Massachusetts
Bachelor of Arts
University of Massachusetts Boston
BA, Psychology
MassMutual Financial Group August 2014 - Present
MetLife Alico August 2008 - Present
ALICO 2008 - 2010
PFPC Inc. October 2007 - August 2008
HSBC April 2004 - October 2007
Skills
Business Analysis, Financial Analysis, Investments, Fund Accounting, Customer Service, Insurance, Process Improvement, Excel, Access, Analysis, Problem Solving, Team Building, Banking, Internal Audit, Management, Microsoft Excel, Risk Management, Portfolio Management, Financial Modeling, Data Analysis, Team Leadership, Strategic Financial..., Finance, Accounting, Business Process, Accounts Payable, Employee Benefits, Mutual Funds, Account Reconciliation, Financial Reporting, Financial Risk, Equities, Internal Controls, Teamwork, Strategic Planning, Vendor Management, Financial Services, Budgets, Auditing, Leadership, Investment Banking, Accounts Receivable, Visio, Forecasting, General Ledger, Sarbanes-Oxley Act, Credit, Sales, Financial Accounting, Training
Education
Monroe College 2004 — 2007
MBA
Delaware County Community College 1996 — 2000
Computer Programming, CIS
United States International University 1996 — 1996
IPayment Inc. September 2014 - Present
American Advisors Group June 2012 - August 2014
TD Wealth Management Operations December 2011 - February 2012
State Street Bank & Trust October 2006 - May 2011
PFPC Inc August 2005 - October 2006
Skills
Account Reconciliation, Accounting, Accounts Payable, Corporate Finance, Fixed Assets, Fund Accounting, General Ledger, Variance Analysis, Internal Audit, Journal Entries, Financial Statements, Balance, QuickBooks, Tax, Bank Reconciliation
Education
Rider University 2001 — 2005
Bachelor's, Accounting
BNY Mellon March 2011 - Present
Absolute Capture LLC January 2008 - March 2011
PFPC Inc 2001 - 2008
First Data Investor Services Group, Inc. December 1995 - June 1999
Skills
Leadership, Team Leadership, SDLC, Requirements Analysis, Vendor Management, Process Improvement, Visio, Software Project..., Business Analysis, Project Management, SQL, Financial Services, CICS, COBOL, Mainframe, Requirements Gathering, VSAM, Disaster Recovery, Integration, JCL, DB2
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2005
Master of Business Administration (MBA), Information Technology
Middlebury College 1991 — 1995
BA, Economics
Glenmede March 2014 - Present
SEI Investments, Inc May 2010 - March 2014
SEI Investments, Inc August 2005 - May 2010
SEI Investments, Inc February 2004 - July 2005
PFPC, Inc June 2002 - February 2004
PFPC, Inc June 2000 - June 2002
Skills
Hedge Fund Accounting &..., Accounting, Auditing, Due Diligence, Financial Statements, Fund Accounting, Hedge Funds, Investments, Mutual Funds, Alternative Investments, Hedge Accounting
Education
Saint Joseph's University - Erivan K. Haub School of Business 2001 — 2003
M.B.A., Finance
Johnson & Wales University 1996 — 2000
B.S., Accounting
Wolters Kluwer Health UpToDate June 2014 - Present
Wolters Kluwer Health UpToDate January 2005 - June 2014
PFPC Inc January 1998 - January 2005
Alpine Computer Systems 1994 - 1998
Aimnet Solutions 1994 - 1998
Alta Group Newspapers 1982 - 1993
Skills
Disaster Recovery, Vendor Management, IT Management, SaaS, SDLC, Enterprise Architecture, IT Strategy, ITIL, Cloud Computing, Integration, Software Project..., Business Intelligence, Management, Business Analysis, SOA, Agile Methodologies, Linux, Project Management, Security, Enterprise Software, Networking, Analysis, Information Technology, Software Development, Outsourcing, SharePoint, Requirements Analysis, Virtualization, CRM, Data Warehousing, Program Management, Professional Services, PMP, Solution Selling, Process Improvement, Databases, Business Process, Business Process..., Data Center, Product Management, Infrastructure, Scrum
Education
Ithaca College 1976 — 1979
PNC Global Investment Servicing July 2003 - January 2013
PFPC, Inc. January 2000 - June 2003
First Data Investor Services Group July 1995 - December 1999
440 Financial 1993 - 1995
Deloitte & Touche September 1989 - November 1993
Skills
Strategic Financial..., Financial Services, Financial Reporting, Managerial Finance, Accounting, Finance, Internal Controls, Databases, Capital Budgeting, Forecasting, Operating Budgets, US GAAP, Business Valuation, NPV, IRR, Cash Flow Forecasting, General Ledger, Cost Benefit, Financial Planning, Financial Analysis
Education
Babson College - Franklin W. Olin Graduate School of Business 2000 — 2004
Master of Business Administration (M.B.A.), Business Administration and Management, General
Babson College 1985 — 1989
Bachelor's degree, Finance/Investments
Wilmington Trust June 2013 - Present
BNY Mellon September 2011 - December 2012
PNC Global Investment Services February 2007 - June 2011
PFPC Inc. February 2005 - June 2007
Eastern Caribbean Central Bank - Basseterre, St. Kitts W.I. January 1997 - December 2000
Coco-Cola Bottling Company December 1993 - January 1996
Skills
Financial Reporting, Hedge Funds, Account Reconciliation, Financial Analysis, Auditing, General Ledger, Sarbanes-Oxley Act, Mutual Funds, Investments, Tax, Financial Accounting, Budgets, Fund Accounting
Education
Wilmington College 2013 — 2014
Master of Business Administration (MBA), Accounting, 3.9
Villanova University 2011 — 2011
Six Sigma Green Belt Training Certificate, Project Management
Wilmington College 2011 — 2011
Non-Degree, Advanced Financial Accounting, 4.0
Delaware Technical and Community College-Stanton-Wilmington 2009 — 2010
Non-Degree, Accounting, 4.0
Widener University 2005 — 2005
Non-Degree, Tax Accounting, 3.5
City University of New York 2001 — 2004
Bachelor of Science, Management, 3.9
BlackRock April 2013 - Present
Citco Fund Services April 2007 - April 2013
PFPC Inc. March 2004 - March 2007
PNC Financial Services Group, Inc. October 2002 - March 2004
Ernst & Young September 1991 - October 2002
Skills
Internal Audit, Financial Statement..., Service Organization..., Alternative Investments, Banking and Trust..., Mutual Funds, CPA and CRMA licensed, Fund Accounting, Auditing, CPA, Sarbanes-Oxley Act, Financial Risk
Education
Drexel University - College of Business and Administration 1986 — 1991
Bachelor of Science, Accounting
Bishop Shanahan High School 1982 — 1986
The Bank of New York Mellon, Inc April 2009 - Present
BNY Mellon 2003 - 2011
The Bank of New York Mellon, Inc December 2002 - April 2009
PFPC, Inc September 2001 - December 2002
PFPC, Inc December 2000 - September 2001
PFPC, Inc December 1998 - December 2000
RSM 1997 - 1998
RSM 1997 - 1998
Skills
Hedge Funds, Mutual Funds, Financial Reporting, SEC reporting, Accounting, Securities, Financial Analysis, Equities, Fund Accounting, Account Reconciliation, Management, Bonds, Bond Funds, InvestOne, Fund Administration, Options, Swaps, Equity Valuation, DDM, Capital Markets, Asset Management, Time Management, Investments, DCF, DCF Valuation, WACC, Time Value of Money, Cost Of Capital, Finance, Sunguard, NAV, Derivatives, Credit Derivatives, Risk Management, Financial Services, General Ledger, Chart of Accounts
Education
Widener University 1995 — 1998
MBA, Finance
Rowan University 1986 — 1990
Bachelors of Science, Business Administration; Accounting
washington township
Deutsche Asset and Wealth Management August 2006 - Present
PFPC, Inc. 1998 - 2006
State Street June 1992 - June 1997
Easter Seals Massachsuetts June 1990 - August 1991
Skills
Fund Accounting, Securities Lending, Closed-end Funds, Foreign Exchange, Custodians, Share Repurchase, Bloomberg, Series 7
Education
Babson College - Franklin W. Olin Graduate School of Business 2007 — 2010
Master of Business Administration (MBA), Finance, Magna Cum Laude
Nichols College 1988 — 1992
Bachelor of Science, Accounting, Cum Laude
Holliston High School 1984 — 1988
The Advisory Board Company October 2012 - Present
ActiveStrategy, Inc. January 2012 - November 2012
ActiveStrategy, Inc January 2007 - December 2011
E-Brilliance, Inc February 2006 - December 2006
PFPC, Inc March 1999 - March 2006
PNC Global Investment Servicing 1999 - 2006
The Vanguard Group 1993 - 1998
Skills
Program Management, Product Management, Agile Methodologies, Business Analysis, SDLC, Process Improvement, Mutual Funds, Requirements Analysis, Project Management, Software Development, Enterprise Software, Vendor Management, Visio, Salesforce.com, Software Project..., Team Building, Balanced Scorecard, Requirements Gathering, Account Management, Analytics, Business Intelligence, CRM, Change Management, Customer Satisfaction, Financial Services, Quality Assurance, SQL, Strategy
Education
Penn State University 1988 — 1993
Interactive Data Corporation September 2005 - Present
PFPC Inc. December 2003 - September 2005
Self Employed July 2002 - December 2003
Logica Mobile Networks June 2001 - June 2002
Event Zero Inc. September 1999 - June 2001
CMG Telecommunications September 1998 - September 1999
IDD Information Services April 1995 - September 1998
Fidelity Investments January 1994 - April 1995
EDS Corporation November 1989 - January 1994
Data General Corporation April 1987 - September 1989
Skills
System Architecture, Software Development, Unix, Enterprise Software, Databases, XML, Agile Methodologies, Software Design, Linux, Distributed Systems, Enterprise Architecture, Solaris, Java, Architecture, Business Analysis, SDLC, Web Applications, Pre-sales, Professional Services, Data Modeling, SOA, Management, Team Management, Team Leadership, Project Management, Oracle, MySQL, Virtualization, Performance Analysis, C++, Multithreading, Database Design, Java Enterprise Edition, Performance Tuning, JSF, Performance Management, Production Support, Platform Integration, REST, Team Building, UML, Product Management, Product Development, Perl
Education
Bentley College 1988 — 1995
Master of Business Administration (MBA)
Tufts University 1980 — 1984
Bachelor of Science (BS), Electrical Engineering, Computer Engineering
BNY Mellon November 2012 - Present
BNY Mellon July 2011 - November 2012
Wilmington Trust January 2003 - July 2011
PFPC Inc. January 2001 - January 2003
Skills
FINRA Series 6 and 63, MUTUAL FUNDS, COMPLIANCE, PROJECT MANAGEMENT, CUSTOMER SERVICE, Research, Project Management, Mutual Funds, Financial Analysis, Banking, Investments, Financial Services, Customer Service, Fixed Income, Securities, Alternative Investments, Finance, Asset Management, Portfolio Management, Equities
Education
Goldey Beacom College 1997 — 2000
Bachelor's degree, Business administration concentrating in International Business
Sungard Availability Services January 2008 - Present
SunGard Availability Services April 2005 - January 2008
Graham Partners July 2004 - March 2005
PFPC Inc October 2000 - July 2004
North American Benefits Company February 2000 - October 2000
Premier Refractories King of Prussia, PA June 1999 - December 1999
First Union National Bank August 1998 - June 1999
Skills
Salesforce.com, Accounts Payable, Microsoft Excel, Account Management, Management, Sales, Payroll, Invoicing, Spreadsheets, Databases, Accounting, Account Reconciliation, Process Improvement, Business Analysis, Customer Service, Travel Arrangements, Customer Satisfaction, Leadership, Microsoft Office, Outlook, Lotus Notes, Analysis, Training, Team Building
Education
Penn State Great Valley 2012 — 2012
Certificate, Business Analyst Certification Program
Montgomery County Community College 1998 — 2000
Tiedemann Trust Company February 2007 - August 2015
Custom Mortgage Solutions, Inc. November 2006 - December 2006
D'Agostini's Liquor Store May 2004 - October 2006
PFPC, Inc October 2005 - March 2006
Skills
Accounting, Valuation, Financial Statements, Outlook, Fund Accounting, Microsoft Excel, Spreadsheets, Data Entry, Hedge Funds, Fund Of Funds, Financial Analysis, Microsoft Word, Customer Service, Investments, Analysis, Financial Reporting, General Ledger, GAAP, Strategic Financial..., SEC filings, Financial Modeling, US GAAP
Education
Monmouth University 2001 — 2005
Bachelor of Science, Business Administration, Accounting
Clearview Regional High School 1997 — 2001
Marriage & Family Therapist 1984 - Present
Montgomery Family Practice Residency Program 1980 - 1987
Penna. Foundation for Pastoral Counseling 1982 - 1984
PFPC, Inc. 1978 - 1984
Skills
Psychology, Counseling, Psychotherapy, Counseling Psychology, Adults, Mental Health, Stress Management, Life Transitions, Clinical Supervision, Anger Management, Family Therapy, Clinical Research, CBT, Self-esteem, Mindfulness, Mental Health Counseling, Post Traumatic Stress, Young Adults, Grief Counseling, Body Image, Behavioral Health, Treatment of depression, EMDR, Chemical Dependency, DBT, Psychodynamic..., Phobias, Addiction Recovery, Dual Diagnosis, Adolescent Therapy, Co-occurring Disorders, Panic Disorder, Adolescents, Couples Work, Treatment, Crisis Intervention, Mindfulness-based..., Therapists, Premarital Counseling, Emotionally Focused..., Substance Use Disorders, Group Therapy, Conflict Management, Conflict Resolution, TF-CBT, Internal Family Systems, Cognitive Therapy, Individual Counselling, Case Managment, Social Services
Education
Gordon Conwell Theological Seminary 1972 — 1975
M.Div., Pastoral Counseling
J.P. Morgan June 2013 - Present
J.P. Morgan August 2008 - June 2013
J.P. Morgan April 2007 - August 2008
PFPC, Inc. July 2005 - April 2007
Skills
Securities, Equities, Fixed Income, Trading, Settlements, MBS, Tri-Party Repo, Investment Banking, Bloomberg Terminal, Operations, Client Services, Liquidity Management, Corporate Actions, Excel, Financial Reporting, Mutual Funds, Accounting, Broker/Dealer, Microsoft Excel, Settlement, Banking, Finance, Financial Analysis, Analysis
Education
La Salle University - School of Business Administration 2001 — 2005
B.S., Double Major - Finance and MIS
St. Joseph's Prep 1997 — 2001
The Nielsen Company January 2015 - Present
The Natural Marketing Institute August 2005 - February 2006
The Nielsen Company January 2000 - January 2005
The Nielsen Company January 1997 - January 2000
The Nielsen Company January 1995 - January 1997
INTERNATIONAL ENVELOPE COMPANY January 1994 - January 1995
PFPC INC January 1993 - January 1994
Tasty Baking Company September 1991 - January 1992
Skills
Analysis, Customer Insight, Marketing Research, Segmentation, FMCG, Market Research, Analytics, Quantitative Research, Consumer Behaviour, Management, Cross-functional Team..., Competitive Analysis, Nielsen
Education
La Salle University - School of Business Administration 1991 — 1993
BS, Business Administration/Marketing
Montgomery County Community College 1989 — 1991
AS, Business Administration
Capitol Uniform and Linen December 2014 - Present
Easter Seals Delaware and Maryland's Eastern Shore June 2011 - October 2014
PFPC INC. August 2001 - August 2006
Skills
Accounting, Account Reconciliation, Accounts Receivable, Microsoft Excel, QuickBooks, Accounts Payable, Financial Reporting, Payroll, Bookkeeping, Microsoft Office, General Ledger, Microsoft Word, Customer Service, Financial Analysis, Outlook, Data Entry, Invoicing, Time Management, Spreadsheets, Teamwork
Education
Delaware County Community College 1992 — 1994
Associate's degree, Accounting
DCCC 1991 — 1994
Associate of Arts and Sciences (A.A.S.), Accounting
Dell October 2014 - Present
Starmount May 2014 - October 2014
Dell January 2013 - April 2014
Dell August 2010 - December 2013
Direct Energy April 2010 - August 2010
ERCOT March 2009 - February 2010
UBS Investment Bank July 2008 - December 2008
Lehman Brothers February 2007 - July 2008
PFPC Inc January 2005 - December 2006
Asta CRS 2003 - 2005
Skills
Agile Methodologies, Scrum, Project Management, Software Project..., Testing, SharePoint, SDLC, E-commerce, User Acceptance Testing, Quality Assurance, Test Cases, Integration, Requirements Analysis, SQL, Cross-functional Team..., Business Requirements, Business Analysis, Agile Project Management, Quality Center, Requirements Gathering, Risk Management, Microsoft SQL Server, Test Planning, Waterfall, Software Quality..., System Testing, Visio, Test Management, Test Automation, Informatica, JIRA, Disaster Recovery, Linux, SSIS, Data Warehousing, Oracle, PMP, Business Process, SOA, Strategic Planning, e-c, HP Quality Center
Education
St. Edward's University 2009 — 2012
MBA, Finance
Indiana University of Pennsylvania
BS, Management Information Systems
Inti College Malaysia
Reed Technology and Information Services August 2006 - December 2010
Best Buy October 2005 - July 2006
Iron Mountain January 2005 - April 2005
PFPC, Inc September 2003 - May 2004
Skills
Python proficient, Java proficient, C proficient, SQL database systems, Database design, Linux proficient, Photographic editing
Education
Albright College 2013 — 2015
Bachelor of Science, Information Systems, 3.8 GPA
Montgomery County Community College 2011 — 2012
Computer Science
Art Institute of Philadelphia 2000 — 2002
Associate's degree, Computer Art and Animation
Regions Bank October 2013 - Present
Wilmington Trust ( an Affiliate of M&T Bank) October 2010 - October 2013
Maryland Department of Labor Licensing and Regulation October 2009 - October 2010
Legg Mason & Co., LLC May 2008 - March 2009
Citigroup, Inc September 2007 - April 2008
PFPC, Inc December 1996 - September 2007
Skills
Bloomberg, Financial Statements, Investments, Equities, Accruals, Derivatives, Microsoft Excel, Executive Management, Microsoft Word, Help Desk Support, Policy Analysis, Automation, Process Engineering, Advertising, SEC filings, Mutual Funds, Sarbanes-Oxley Act, Financial Analysis, Financial Reporting, Hedge Funds, Financial Services, Fund Accounting
Education
Strayer University 2009 — 2011
MBA, Accounting
Morgan State University 1985 — 1989
BS, Accounting
J.P. Morgan November 2010 - Present
State Street 2005 - 2010
PFPC, Inc. 1997 - 2006
Putnam Investments October 1992 - November 1995
BBH 1980 - 1992
Skills
Mutual Funds, Financial Reporting, Hedge Funds, Securities, Equities, Fixed Income, Bloomberg, Fund Administration, Fund Accounting, Fund Of Funds, Derivatives, Global Custody, Middle Office, Asset Management, Corporate Actions, Swaps, Investment Management, Alternative Investments, Financial Services, ETFs
Education
Bentley University
Associate of Science (A.S.), Accounting
AllianceBernstein May 2011 - Present
International Fund Services March 2010 - May 2011
State Street Bank August 2008 - March 2010
Lazard Asset Management November 2005 - August 2008
PFPC, INC July 2004 - November 2005
Skills
Hedge Funds, Fixed Income, Financial Services, Bloomberg, Equities, Alternative Investments, Mutual Funds, Securities, Derivatives, Asset Managment, Bonds, Financial Analysis, Investments, Investment Management, Asset Allocation, Banking, Asset Management, Fund Administration
Education
Baruch College, City University of New York (CUNY) 2012 — 2016
Master of Business Administration (MBA), Economics and Finance
Rowan University 2000 — 2004
Bachelor of Science (B.S.), Business Administration; Specialization in Finance
Deloitte Services LP October 2007 - Present
Southern Dutchess Pet Care Services 2005 - 2007
PFPC, Inc. January 1999 - February 2004
ITT Hartford 1997 - 1998
Electronic Data Systems June 1991 - July 1997
Skills
Process Improvement, Project Management, Business Process..., SDLC, Business Process, PMO, Vendor Management, Business Analysis, Risk Management, Project Portfolio..., PMP, Business Intelligence, Project Planning, Program Management, IT Strategy, Visio, Project Delivery, Requirements Gathering, Business Transformation, SharePoint, Call Centers, MS Project, Requirements Analysis, Resource Management
Education
Eastern Michigan University 1987 — 1991
B.S., Organizational Communications, Psychology, 3.88 (4.0 scale)
American International School of Vienna, Austria 1986 — 1987
Diploma, College prep
Peters Advisors LLC October 2011 - Present
Duff & Phelps November 2007 - February 2012
ICI Group Services March 2006 - October 2007
PFPC Inc 2004 - 2006
Skills
Transfer Pricing, Tax, International Tax, Valuation, Restructuring, Financial Modeling, Alternative Investments, Mergers & Acquisitions, Due Diligence, Financial Analysis, Finance, Business Valuation, Private Equity, Corporate Finance, Strategy, Economics
Education
University of Delaware - Lerner College of Business and Economics 2000 — 2004
Bachelor of Science (BS), Business Administration, Finance
Surdna Foundation May 2015 - Present
Schrödinger February 2013 - Present
Schrödinger July 2010 - February 2013
The Stevenson Group March 2008 - July 2010
United Medical December 2006 - December 2007
PFPC, Inc. June 2005 - July 2006
Fordham University-Marymount College 2002 - 2005
Skills
Recruiting, Talent Acquisition, Sourcing, Talent Management, Executive Search, Onboarding, Internet Recruiting, Technical Recruiting, Screening Resumes, Human Resources, HRIS, Benefits Negotiation, Applicant Tracking...
Education
Human Resource Certification Institute 2011 — 2011
PHR, Human Resources
Goldey-Beacom College 2006 — 2008
MBA, Human Resource Management
Fordham University 2002 — 2005
BA, International Business
Peponi Secondary School 1997 — 2002
A-levels, Economics, English, History
Greenacres 1996 — 1997
Ty, Inc. May 2015 - Present
Adventure Limousine July 2013 - Present
Casino productions June 1997 - Present
Service Tool Company March 2014 - April 2015
FHC industrial supply May 2013 - November 2013
ARAMARK Refreshment Services December 2009 - April 2013
NMSS 2005 - 2013
Aramark Uniform Services April 2006 - October 2009
PFPC Inc December 2000 - August 2005
RUS October 1999 - December 2000
Skills
New Business Development, Budgets, Customer Service, Operations Management, Sales Management, Customer Satisfaction, Sales, Microsoft Office, Team Building, Account Management, Cold Calling, Sales Operations, Customer Retention, Sales Process, Process Improvement, Inventory Management, Profit, B2B, Selling, Direct Sales, P&L, Salesforce.com, Leadership, P, Sales Presentations
Education
Monty Tech 1981 — 1985
High School Diploma, HVAC
Barclaycard December 2014 - Present
Barclaycard August 2010 - December 2014
Avalon Management August 2008 - August 2010
GCA Services Group March 2006 - August 2007
PFPC, Inc. 2004 - 2006
Skills
Management Consulting, Process Improvement, Financial Reporting, Financial Analysis, Finance, Budgets, Analysis, Accounting, Account Reconciliation, Financial Modeling, Risk Management
Education
Keller Graduate School 2007 — 2010
MBA, Project Management
West Chester University of Pennsylvania 1999 — 2004
B.S. Accounting, Accounting & Finance
Charles Schwab April 2012 - Present
The Vanguard Group May 2008 - April 2012
PFPC, Inc September 2003 - May 2008
PNC Global Investment Servicing 2003 - 2008
Skills
Tax, Corporate Tax, Accounting, Tax Accounting, SEC filings, Financial Reporting, Income Tax, Internal Controls, Sarbanes-Oxley Act, Financial Accounting, General Ledger, Mutual Funds, Accruals, GAAP, Tax Research, Tax Preparation
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 1999 — 2000
Master's degree, Tax
Shenyang University of Technology 1991 — 1995
B.S., Accounting
Regency Group Family Office March 2006 - Present
Banc of America Investments 2003 - 2005
PFPC Inc. 2001 - 2003
Quantitative Financial Strategies, Inc. 1993 - 2001
Campbell Soup Company January 1991 - May 1993
Skills
Alternative Investments, Hedge Funds, Asset Management, Due Diligence, Equities, Private Equity, Securities, Fixed Income, Financial Analysis, Investments, Fund Of Funds, Mutual Funds, Portfolio Management, Financial Modeling
Education
University of Pennsylvania - The Wharton School 1986 — 1990
Bachelor of Science (BS), Economics
Wet Shave Club 2014 - Present
Launch 27 November 2011 - Present
Freddie Mac May 2004 - August 2009
PFPC Inc October 2000 - May 2004
Skills
Start-ups, Online Marketing, Web Marketing, Financial Analysis, Financial Modeling, Financial Reporting, Marketing, Social Networking, Sarbanes-Oxley Act, Leadership, Conversion Optimization, Accounting, Entrepreneurship, Branding & Identity, Mentoring
Education
Slippery Rock University of Pennsylvania 1998 — 2000
Bachelor's of Science, International Business & Accounting
St. Petersburg College 1996 — 1998
Associates, Accounting, Business Administration
Wesley Hall
Delaware Investments, a member of the Macquarie Group July 2011 - Present
Delaware Investments October 2004 - August 2011
PFPC, Inc. April 2002 - September 2004
BearingPoint November 2000 - March 2002
Skills
Mutual Funds, Asset Managment, Investments, Trading Systems, Project Management, Business Analysis, Risk Management, Financial Services, Vendor Management, Leadership, Strategic Planning
Education
Bucknell University
BNY Mellon April 2012 - Present
BNY Mellon (formerly PNC Global Investment Servicing) October 2007 - April 2012
PFPC, Inc. April 2005 - September 2007
PFPC December 2003 - April 2005
Skills
Alternative Investments, Financial Markets, Mutual Funds, Financial Analysis, Hedge Funds, Securities, Equities, Fund Of Funds, Accounting, Fund Accounting, Asset Management, Fund Administration, Bloomberg, Financial Services, Fixed Income
Education
Temple University - Fox School of Business and Management 1990 — 1997
Bachelor of Business Administration (B.B.A.), Accounting
Mount
High school, College Preparatory
Bank of America September 2015 - Present
Bank of America June 2007 - Present
Honeywell Aerospace 2005 - 2007
Honeywell Aerospace 2003 - 2005
PFPC, Inc 1999 - 2003
ESPO Engineering, Inc. 1997 - 1999
Skills
Talent Management, Succession Planning, Onboarding, Employee Benefits, Organizational Design, Benefits Administration, Global Compensation, Deferred Compensation, Compensation Strategies, Temporary Placement, Management, College Recruiting, Incentive Programs, Personnel Management, Compensation & Benefit, Human Resources, Performance Management, Sourcing, Employee Relations
Education
National-Louis University 1997 — 1999
Masters of Science, Human Resource Management
University of South Florida 1991 — 1995
BA, Psychology
Society for Human Resource Management
Senior Professional Human Resources
World At Work
Certified Compensation Professional
Honeywell International
Six Sigma Green Belt Certified
Eaton September 2015 - Present
KeyCorp April 2007 - September 2015
McDonald Investments (KeyBanc Capital Markets) (Subsidiary of KeyCorp) September 2005 - April 2007
KeyCorp December 2001 - September 2005
PFPC Inc. April 1999 - September 2001
Skills
Corporate Governance, Corporate Law, Risk Management, Mergers & Acquisitions, Due Diligence, Equities, Mutual Funds, Management, SEC filings, Governance, Project Management, Divestitures, Banking, Securities, Investments
Education
College of the Holy Cross 1989 — 1993
BA, Economics-Accounting
Magnificat High School 1985 — 1989
BNY Mellon December 2006 - Present
PFPC Inc. June 2001 - July 2006
State Street October 1996 - May 2001
Skills
Mutual Funds, Strategic Planning, Marketing, Business Development, Financial Services, Hedge Funds, Insurance, Business Analysis, Editing, Investments, Management, RFP, Leadership, Asset Management, Securities, Equities, Fixed Income, Portfolio Management
Education
Becker College 2007 — 2010
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services, 3.85
Immaculate high School.
Immaculate high School.
Salve Regina University
PFPC Inc. Senior ManagerPNC Global Investment Servicing1997 - Present
Education
Drexel University 1992 — 1997
Deloitte Tax LLP 2006 - Present
Deloitte Tax LLP April 2006 - October 2010
PFPC Inc 2005 - 2006
Skills
Tax, Sarbanes-Oxley Act, Accounting, Financial Reporting, Financial Accounting, Auditing, Income Tax, Tax Returns, Financial Services
Education
University of Rhode Island - College of Business Administration 1987 — 1991
Bachelor of Applied Science (B.A.Sc.), Marketing
Law Offices of Conrad Park September 2014 - Present
Sim and Park March 2010 - August 2014
Jung & Associates, P.C. February 2009 - February 2010
Primavera Systems, Inc. May 2007 - August 2007
Shin & Kim May 2006 - August 2006
PFPC, Inc. August 2000 - August 2004
Skills
Civil Litigation, Legal Research
Education
Villanova University School of Law 2005 — 2008
Temple University 1996 — 2000
BBA, Accounting
Deloitte May 2013 - Present
Grant Thornton LLP September 2011 - April 2013
BNY Mellon July 2010 - September 2011
PNC Global Investment Servicing 2007 - July 2010
PFPC Inc December 2003 - June 2007
Rothstein Kass 2001 - 2003
Skills
Hedge Funds, Mutual Funds, Private Equity, Tax, Fund Administration, Financial Reporting, Accounting, SEC filings
Education
Mohanlal Sukhadia University 1993 — 1995
BS, Accounting
R.M.V. 1987 — 1991
High School, Science and Maths
Goldman Sachs 2010 - Present
Goldman Sachs Asset Management 2006 - 2009
PFPC, Inc. 2004 - 2006
PNC Global Investment Servicing 2000 - 2004
Skills
Equities, Fixed Income, Private Equity, Tax, Hedge Funds
Education
Drexel University - College of Business and Administration 1997 — 1999
Bachelor of Science (B.S.), Human Resources and Operation Management
Morgan Stanley Investment Management 2014 - Present
PFPC, Inc. 1997 - 2005
Skills
Alternative Investments, Cash Management, Accounting, Financial Analysis, Equities, Financial Reporting, Fixed Income, Fund Accounting, Fund Administration, Fund Of Funds, Hedge Funds, Investments, Management, Mutual Funds, Private Equity
Education
Delaware State University
Envestnet, Inc December 2011 - Present
FundQuest May 2011 - July 2012
Envestnet Asset Management April 2010 - May 2011
FundQuest December 2007 - May 2010
FundQuest Inc November 2006 - December 2007
FundQuest July 2004 - November 2006
Distributors Inc November 2003 - July 2004
PFPC Inc January 2000 - August 2002
PFPC January 2000 - August 2002
Skills
Analysis, Access, Equities, Mutual Funds, Management, Risk Management, Trading, Portfolio Management, Process Improvement, CRM
Education
University of Massachusetts, Amherst 1995 — 1997
Fitchburg State University
University of Massachusetts, Amherst
Worcester State University
Citigroup August 2005 - Present
DEUTSCH ASSET MANAGEMENT February 2004 - August 2005
PFPC, INC November 2001 - February 2004
Fidelity Investments July 2001 - November 2001
Fidelity Investments May 2000 - July 2001
Fidelity Investments January 1999 - May 2000
Education
Bryant University
Bachelor of Science, Business Administration; Marketing
NORTHEASTERN UNIVERSITY
Master of Science, Leadership; Financial Markets and Institutions
Forward March 2006 - Present
PFPC Inc. 1999 - 2006
First Data Investor Services Group December 1998 - December 1999
Fund/Plan Services, Inc. July 1988 - December 1998
The Vanguard Group October 1974 - July 1988
Skills
Accounting, Alternative Investments, Mutual Funds, Investments, Asset Management
Education
Georgetown University
Language and Linguistics
Strayer Business College
Business
Ursinus College
Finance
ClearBridge Investments July 2008 - Present
Brandywine Global Investment Management, LLC February 2006 - June 2008
PFPC, Inc January 2003 - January 2006
PNC Financial Services 2000 - January 2003
East African Educational Publishers January 1999 - January 2000
Education
Eastern University 2000 — 2002
MSc, Economic Development
Daystar University 1995 — 1999
BCom, Accounting, Bus Adm and Mngmt
PFPC, Inc. June 2008 - Present
Small Business Financial Solutions October 1994 - May 2008
Education
La Salle University
BNY Mellon August 2012 - Present
BNY Mellon June 2006 - July 2012
PNC Global Investment Servicing June 2006 - July 2010
PNC Global Investment Servicing June 2007 - December 2007
PFPC, Inc. June 2006 - May 2007
Skills
Bloomberg, Excel, Word, Access, PowerPoint, Lotus Notes, Pricing, Bloomberg Terminal, Fixed Income, SQL, Microsoft Excel, Fund Accounting, Microsoft Word, Fund Administration, Fundstation, Analysis, Investments
Education
Bryant University 2002 — 2006
BSBA, Accounting Information Systems
Bryant University 2002 — 2006
Bachelor of Science, Business Administration; Accounting Information Systems
Morgan Stanley Investment Management April 2006 - Present
PFPC, Inc. October 2004 - April 2006
The Carlyle Group July 2003 - September 2004
Raffa, PC July 2002 - July 2003
Skills
Alternative Investments, Equities, Financial Analysis, Hedge Funds, Fund Of Funds, Asset Management, Fund Accounting, Private Equity, Valuation, Accounting
Education
American University - Kogod School of Business 1998 — 2002
B.S. Business Administration, Accounting
M&T BANK May 2014 - Present
M&T Bank April 2013 - Present
QVC January 2011 - April 2013
Wilmington Trust Center May 2008 - January 2011
PricewaterhouseCoopers, LLP December 2006 - May 2008
Parente Randolph May 2005 - December 2006
PFPC Inc May 2004 - May 2005
Skills
Auditing, Internal Controls, Accounting, Financial Reporting, Internal Audit, Sarbanes-Oxley Act, Process Improvement, Management, Account Reconciliation, GAAP, SEC filings
Education
St.Lawrence High School 1989 — 1999
Commerce
Temple University
Bachelor, Business Administration; Accounting & MIS
DuPont Capital Management November 2006 - Present
DuPont Capital Management June 2005 - November 2006
PFPC, Inc. August 2004 - June 2005
PFPC March 2003 - August 2004
PFPC, Inc. October 2001 - March 2003
PFPC, Inc. January 1996 - October 2001
PNC Bank July 1992 - January 1996
Education
University of Delaware - Lerner College of Business and Economics 2006 — 2008
MBA, Finance
Prime Therapeutics March 2013 - Present
Prime Therapeutics 2007 - March 2013
Express Scripts 2005 - 2007
Northwest Airlines 2003 - 2005
Selective Insurance 2001 - 2003
PFPC Inc 2000 - 2001
Skills
Forecasting, Pricing, Financial Analysis, Excel, Insurance, Access, Word, Budgeting, Analysis, Problem Solving, PBM, Microsoft Office, Financial Modeling, SQL, Analytics, Process Improvement
Education
University of Minnesota-Twin Cities 1995 — 1999
BA, Economics
BNY Mellon June 2002 - Present
PFPC, INc 2001 - Present
SEI 2001 - Present
pfpc inc 2002 - 2007
AFTECH, INC 1997 - 2001
Skills
Business Analysis, DB2, Integration, Requirements Analysis, Requirements Gathering, SDLC, SQL, Software Development, Software Documentation, VBA, Databases, Financial Services
Education
Delaware County Community College 1984 — 1987
assoc, Computer Science
BNY Mellon Asset Servicing January 2007 - Present
PFPC Inc. 2007 - 2010
AdvisorCentral LLC 2001 - 2006
American General Finance 1997 - 2002
North American Funds 1997 - 2002
Skills
Product Management, Mutual Funds, Asset Managment, Project Management, Asset Management, Banking, Project Planning, Business Analysis, Forecasting, Strategy, Vendor Management, Finance, Mergers & Acquisitions, Financial Analysis, Process Improvement, SDLC, Analysis, Securities, Business Process..., Risk Management, CRM, Business Development
Education
The College of New Jersey 1980 — 1984
BS, Finance
Manalapan High School 1978 — 1980
University of Pennsylvania September 2010 - Present
IGN Entertainment April 2009 - Present
Alchemic Reaction Productions January 2008 - Present
University of Pennsylvania April 2010 - September 2012
Bucks County Community College October 2009 - April 2010
Christiana Care Health Systems April 2008 - June 2009
PFPC, Inc September 2005 - April 2008
Skills
Adobe Creative Suite, Microsoft Office, Windows, Video Editing, Digital Photography, Game Design, Screenwriting, Mac OS X, Social Media, Video Production, OS X, Photography, After Effects
Education
University of Pennsylvania 2010 — 2012
Post-Bac Graduate Studies
Wilmington University 2006 — 2008
B.S., Digital Filmmaking & Video
Full Sail University
Mecklenburg County January 2007 - Present
ASTD 2005 - 2011
The HR Group 2008 - 2010
Metrotek Learning 2007 - 2008
New Horizons Learning 2005 - 2006
PFPC, INC 2003 - 2005
AXA Equitable January 1999 - January 2003
MBNA America January 1998 - January 1999
The Home Depot January 1995 - January 1998
SPS / Prodigy January 1989 - January 1995
Skills
Workshop Facilitation, Training Facilitation, Team Building, Team Leadership, Instructor-led Training, Training Delivery, Communication Training, Strategic Thinking, Strategic Planning, Performance Management, Performance Consulting, Public Speaking, PowerPoint, Presenter, Motivational Speaking, Career Counseling, Career Development..., Resume Writing, Adult Learning Theory, Diversity Training, Diversity & Inclusion, Diversity Program..., Train the Trainer
Education
Central Piedmont Community College
Introduction to Spanish
Central Piedmont Community College
Social Media - LinkedIn Profile
East Tennessee State University
Bachelor of Science (B.S.), Biology
Langevin Learning
Train-the-Trainer
The HR Group
Diversity & Inclusion
JPMorgan September 2008 - Present
PFPC, Inc. 1998 - 2008
Education
Bentley University 1992 — 1996
MSA, Accounting
BNY Mellon Asset Servicing March 2010 - March 2012
PNC Global Investment Servicing January 2005 - December 2008
Wachovia Corp July 2003 - December 2004
PFPC Inc December 1997 - June 2003
Scudder Investments 1989 - 1996
Education
State University of New York College at Oswego 1983 — 1985
BA, Sociology
Herkimer County Comm College 1981 — 1983
AAS, Business Administration
PNC Global Investment Services 2008 - 2009
PNC GLOBAL INVESTMENT SERVICING (Formerly PFPC.) 1998 - 2009
PFPC INC 1998 - 2008
The Vanguard Group 1991 - 1997
Skills
Mutual Funds, Microsoft Excel, Investment Banking, Investments, Hedge Funds, Customer Service, Alternative Investments
Education
University of New Haven 1978 — 1982
BS, Business Administration
IBM May 2001 - Present
PFPC Inc January 2000 - April 2001
Addison Wesley August 1994 - December 1999
Sunlife of Canada January 1993 - May 1994
Star Market January 1988 - December 1992
Urban Data Processing September 1986 - December 1987
Education
Bentley University
BS, Computer Information Systems
Putnam Investments February 2014 - Present
Putnam Investments July 2011 - February 2014
Putnam Investments October 2006 - July 2011
PFPC August 1999 - October 2006
PFPC, Inc 1998 - 2006
Skills
Bloomberg, Bonds, Equities, Fixed Income, Fund Accounting, Mutual Funds, Portfolio Management, Financial Analysis, Hedge Funds
Education
Anna Maria College 1993 — 1997
MA, Criminal Justice
Framingham State University 1987 — 1992
BS, Business
Riverdale Avenue Books May 2014 - Present
Self Employed, Financial Admininstration, Accounting and Operations July 2013 - Present
Spruce Private Investors February 2012 - July 2013
PNC Global Investments (currently BNY/Mellon Investments) November 1996 - April 2009
PFPC, Inc. 2000 - 2009
Wax Furniture November 1994 - August 1996
Skills
Strategic Financial..., Financial Analysis, Fixed Income, Accounting, Mutual Funds, Bloomberg, Alternative Investments, Hedge Funds, Advent Portfolio..., Advent Geneva, Microsoft Office, Investier, Investment Operations, Investment Management, Portfolio Management, Financial Reporting, Business Analysis, PowerPoint, Investments, Axys, Project Management, Project Finance, Securities, Middle Office, Private Equity
Education
King's College 1985 — 1987
Accounting
St Pius X High School 1981 — 1985
WEST CHESTER UNIVERSITY
Psychology; Mathematics
Ally Bank April 2007 - Present
ALLY BANK (Former GMAC Bank) April 2007 - Present
JPMORGANCHASE July 2005 - April 2007
PFPC INC August 2004 - June 2005
Commerce Bank June 2001 - August 2004
Education
La Salle University
MBA, Accounting
University of Mumbai
Bachelor of Commerce
ClearBridge Investments April 2011 - Present
Global Currents Investment Management July 2008 - March 2011
Brandywine Global Investment Management February 2008 - July 2008
DuPont Capital Management 2006 - 2008
DuPont Capital Management 2004 - 2006
DuPont Capital Management 2002 - 2004
PFPC Inc January 1999 - January 2002
Skills
Bloomberg, Equities, Financial Markets, Portfolio Management, Trading
Education
Drexel University 2005 — 2008
Master, Business Administration; finance
University of Delaware 1995 — 1999
Bachelor of Science, Accounting
PNCGIS January 2010 - Present
BNY Mellon January 2010 - Present
Wilmington Trust Company September 2007 - December 2009
PNCGIS October 2006 - September 2007
PNCGIS March 2006 - October 2006
PNCGIS May 2003 - March 2006
PFPC INC April 1999 - May 2003
Services March 1998 - April 1999
PFPC Inc July 1997 - March 1998
PFPC INc February 1996 - July 1997
Education
Norfolk State University 1991 — 1995
B.A., Mass Communications
Norfolk State University
BA, Mass Communications
Dupont USA April 2009 - April 2010
M Cubed Technologies May 2007 - February 2009
Flavia Beverage Systems May 2005 - January 2007
PFPC, Inc October 1999 - May 2005
Education
Goldey-Beacom College
MBA, Financial Management
Goldey-Beacom College
MBA, Human Resource Management
Norfolk State University 1992 — 1999
Bachelor of Science, Accounting
William & Mary 1989 — 1993
Middlesex High School
BNY Mellon October 2007 - Present
Pepco Holdings, Inc. December 2004 - October 2007
PFPC, Inc. March 2000 - November 2004
JP Morgan Chase July 1991 - February 2000
Skills
Tax, Tax Accounting, Tax Research, SEC filings, Accounting, General Ledger, Auditing, Tax Returns, Sarbanes-Oxley Act, Financial Statements, Tax Preparation, Accruals, Fixed Assets
Education
Wilmington College 1998 — 2000
MBA, Business Administration
Rowan University 1993 — 1997
B.S., Accounting
GreatSchoolsDelaware.org August 2014 - July 2015
Brandywine School District January 2012 - June 2014
Barclays February 2005 - August 2010
PFPC Inc July 2003 - November 2004
DuPont Capital Management Corporation January 2000 - January 2002
J.P. Morgan Investment Management August 1994 - March 2000
AIESEC - U.S. Inc January 1990 - January 1991
Skills
Credit Cards, CRM, Process Improvement, Consulting, Project Management, Vendor Management, Marketing, Leadership, Program Management, Public Speaking, Strategic Planning, Management, Nonprofits, Team Building, Community Outreach, Program Development, Leadership Development, Sales, Coaching, Fundraising, Event Planning, Research, Customer Service, Budgets, Organizational..., Grant Writing, Staff Development, Public Relations, Training, Teaching, Volunteer Management, Strategy, Cross-functional Team...
Education
Miami University
BS, Business Administration
Miami University
BS in Bus Admin, Economics
DCS Retirement Group October 2010 - June 2011
ING March 2007 - September 2010
MidAmerica July 2005 - March 2007
Wachovia Bank November 2002 - July 2005
PFPC, Inc December 2000 - August 2002
T. Rowe Price January 1998 - January 2000
Education
University of South Florida
Forward Management 2010 - March 2013
RS Investments 2007 - 2009
Independent Management Consulting Professional 2006 - 2006
PFPC Inc. 2005 - 2005
Franklin Templeton Investments 2005 - 2005
Management Consultant 2003 - 2004
Deutsche Asset & Wealth Management (formerly Scudder, Stevens & Clark) 2000 - 2002
Deutsche Asset & Wealth Management (formerly Scudder, Stevens & Clark) 1988 - 1998
PricewaterhouseCoopers 1982 - 1985
Skills
Investments, Equities, Hedge Funds, Fund Accounting, Management, Mutual Funds, Accounting, Securities, Auditing, Fund Of Funds, Corporate Actions
Education
Rutgers University-New Brunswick 1978 — 1982
B.A. Business Administration, Accounting
Monterey Institute of International Studies 1986 — 1987
Warm Hearts Home August 2010 - Present
Heron Companions March 2009 - August 2010
PFPC, INC. December 1999 - May 2006
Skills
Excel, Word, Scheduling, Quickbooks, PowerPoint, Access, Gerontology, Geriatrics, Office Administration, Budgeting, Financial Analysis, Teamwork, Insurance, Contract Negotiation
Education
Richard Stockton College of New Jersey 1992 — 1996
Bachlors, Accounting/Finance
Atlantic Community College 1990 — 1992
AS, Accounting/Finance
NAMI (National Alliance on Mental Illness) April 2012 - Present
PFPC, Inc. January 1998 - June 2008
CoreStates Bank January 1994 - January 1998
Skills
Project Management, Team Building, Cross-functional Team..., Nonprofits, Policy, Visio, Customer Service, Business Process..., Quality Assurance, CRM, Operations Management
Education
Moravian College
Bachelor's Degree, Management and Investments, Psychology
St. Joseph's University
Master of Business Administration (MBA), Finance, General
Bristol-Myers Squibb June 2014 - Present
Educational Testing Service (ETS) September 2013 - April 2014
Bristol-Myers Squibb March 2008 - September 2013
PFPC Inc. April 2006 - March 2008
Chem Plus February 2004 - April 2006
Skills
Network Analysis, Network Operations, Network Design, Project Planning, Scripting, IT Solutions, Computer Network..., Troubleshooting, Networking, IT Service Management, Incident Management, Change Management, Impact Assessment, Client Facing, Cisco Technologies, Checkpoint Security, IPSec VPN, Wireshark, AutoIt, Network Security, IPSec, Project Management, Servers, Disaster Recovery, Security, Process Improvement, Integration, SDLC, ITIL
Education
Drexel University 2004 — 2009
Bachelor of Science (BS), Information Technology
Citco Fund Services May 2015 - Present
Morgan Stanley September 2014 - December 2014
BNY Mellon January 2014 - August 2014
State Street July 2013 - December 2013
BNY Mellon April 2008 - April 2012
Nationwide Funds Group (Formerly Gartmore Global Investments) January 2005 - April 2008
Gartmore Global Invetments March 2005 - June 2005
Pep Boys October 2004 - March 2005
Gartmore Global Investments July 2004 - October 2004
PFPC Inc. January 2002 - January 2004
Skills
Financial Modeling, Risk Management, Asset Management, Financial Risk, Accounting, Internal Controls, Sarbanes-Oxley Act, Internal Audit, Auditing, Valuation, Mutual Funds, Mergers & Acquisitions, Hedge Funds, Corporate Finance, Analysis, Financial Reporting
Education
Investment Banking Institute 2012 — 2012
Goucher College
Bachelor of Arts (BA), Economics