PFPC, Inc

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PFPC, Inc Employees

Employee
Years
Job
Industry
Jeanne Grant Jeanne Grant Austin, Texas Area Details
Jeanne Grant's PFPC, Inc Experience 2004 - January 2006
Job Divorce and Forensic Accountant at Jeanne Grant, CPA
Industry Financial Services
Experience
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

Coreen Corcoran Coreen Corcoran Ottawa, Canada Area Details
Coreen Corcoran's PFPC, Inc Experience November 2001 - February 2003
Job Knowledge Management, Change Management
Industry Information Technology and Services
Experience
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

Katie Ruggere Katie Ruggere Grafton, Massachusetts Details
Katie Ruggere's PFPC, Inc Experience June 2005 - July 2010
Job SW QA Specialist at BNY Mellon
Industry Financial Services
Experience
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

Christopher Weirich Christopher Weirich Worcester, Massachusetts Details
Christopher Weirich's PFPC, Inc Experience January 1993 - March 2003
Job Financial Analyst
Industry Financial Services
Experience
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

Annie Morrison, CRPC®, AAMS®, PFP® Annie Morrison, CRPC®, AAMS®, PFP® Reisterstown, Maryland Details
Annie Morrison, CRPC®, AAMS®, PFP®'s PFPC, Inc Experience January 1999 - April 2000
Job Principal, ZUMA Financial Advisors, LLC Working every day from my happy place to get clients to theirs
Industry Investment Management
Experience
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

Eva O'Brien Eva O'Brien Greater Boston Area Details
Eva O'Brien's PFPC, Inc Experience November 2001 - October 2002
Job Executive Assistant Legal Secretary
Industry Legal Services
Experience
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

Willy Tanui Willy Tanui Springfield, Massachusetts Area Details
Willy Tanui's PFPC, Inc Experience October 2007 - August 2008
Job Financial Systems
Industry Insurance
Experience
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

Karina Nelson Karina Nelson Moorpark, California Details
Karina Nelson's PFPC, Inc Experience August 2005 - October 2006
Job GL Accountant at Ipayment Inc.
Industry Accounting
Experience
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

Leon Rozakeas Leon Rozakeas Greater Boston Area Details
Leon Rozakeas's PFPC, Inc Experience 2001 - 2008
Job Systems Integrator II at BNY Mellon
Industry Information Technology and Services
Experience
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

Michael McKiernan Michael McKiernan Greater Philadelphia Area Details
Michael McKiernan's PFPC, Inc Experience June 2002 - February 2004
Job Vice President at Glenmede
Industry Financial Services
Experience
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

Brian Bodio Brian Bodio Waltham, Massachusetts Details
Brian Bodio's PFPC, Inc Experience January 1998 - January 2005
Job Chief Information Officer, Vice President Information Technology at Wolters Kluwer Health | UpToDate
Industry Online Media
Experience
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

John Reardon John Reardon Greater Boston Area Details
John Reardon's PFPC, Inc Experience January 2000 - June 2003
Job
Industry Financial Services
Experience
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

Marc Pereira Marc Pereira Wilmington, Delaware Details
Marc Pereira's PFPC, Inc Experience February 2005 - June 2007
Job Assistant Vice President, Unit Manager at Wilmington Trust
Industry Financial Services
Experience
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

Ann Frechette Ann Frechette West Chester, Pennsylvania Details
Ann Frechette's PFPC, Inc Experience March 2004 - March 2007
Job Managing Director at BlackRock
Industry Financial Services
Experience
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

David Bialecki, MBA David Bialecki, MBA Orlando, Florida Area Details
David Bialecki, MBA's PFPC, Inc Experience September 2001 - December 2002
Job AIS Fund Account Manager
Industry Financial Services
Experience
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

Richard A. Joslin Richard A. Joslin Greater Boston Area Details
Richard A. Joslin's PFPC, Inc Experience 1998 - 2006
Job Vice President, Treasurer's Office Deutsche Asset and Wealth Management
Industry Financial Services
Experience
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

Jeff Yocom Jeff Yocom Greater Philadelphia Area Details
Jeff Yocom's PFPC, Inc Experience March 1999 - March 2006
Job Senior Director, Product Delivery at The Advisory Board Company
Industry Information Technology and Services
Experience
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

Nick Zoda Nick Zoda Nashua, New Hampshire Details
Nick Zoda's PFPC, Inc Experience December 2003 - September 2005
Job Director of Technology
Industry Computer Software
Experience
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

Charlotta vonWettberg Charlotta vonWettberg Wilmington, Delaware Details
Charlotta vonWettberg's PFPC, Inc Experience January 2001 - January 2003
Job Vice President and Manager at BNY Mellon
Industry Financial Services
Experience
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

Angela Campellone Angela Campellone Greater Philadelphia Area Details
Angela Campellone's PFPC, Inc Experience October 2000 - July 2004
Job Applications Engineer III, IT Operations at SunGard Availability Services
Industry Information Technology and Services
Experience
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

Anthony D'Agostini Anthony D'Agostini Orange County, California Area Details
Anthony D'Agostini's PFPC, Inc Experience October 2005 - March 2006
Job Senior Financial Accountant looking for opportunities in San Diego
Industry Financial Services
Experience
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

Chase Kneeland Chase Kneeland Greater Philadelphia Area Details
Chase Kneeland's PFPC, Inc Experience 1978 - 1984
Job Marriage & Family Therapist, Consultant in Family Business Conflict Management
Industry Mental Health Care
Experience
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

Andrew Mehrer Andrew Mehrer Greater Philadelphia Area Details
Andrew Mehrer's PFPC, Inc Experience July 2005 - April 2007
Job Cash Equities Middle Office at J.P. Morgan
Industry Investment Banking
Experience
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

Scott Posen Scott Posen Greater Philadelphia Area Details
Scott Posen's PFPC, Inc Experience January 1993 - January 1994
Job STRATEGIC MARKETING RESEARCH ~ BUSINESS DEVELOPMENT ~ OPERATIONS
Industry Market Research
Experience
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

Elizabeth Simpkins Elizabeth Simpkins New Castle, Delaware Details
Elizabeth Simpkins's PFPC, Inc Experience August 2001 - August 2006
Job Payroll Specialist/Accounts Payable/Human Resources at Capitol Uniform and Linen
Industry Financial Services
Experience
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

Kumara Mahalingam, MBA Kumara Mahalingam, MBA Austin, Texas Area Details
Kumara Mahalingam, MBA's PFPC, Inc Experience January 2005 - December 2006
Job Experienced Agile Project Manager, Business Analyst and QA team lead
Industry Information Technology and Services
Experience
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

Eric Shumaker Eric Shumaker Greater Philadelphia Area Details
Eric Shumaker's PFPC, Inc Experience September 2003 - May 2004
Job Student at Albright College
Industry Information Services
Experience
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

Lonnette Harris, MBA Lonnette Harris, MBA Birmingham, Alabama Area Details
Lonnette Harris, MBA's PFPC, Inc Experience December 1996 - September 2007
Job Fund Accounting Team Manager/AVP at Regions Bank
Industry Accounting
Experience
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

Hugh Carter Hugh Carter Greater Boston Area Details
Hugh Carter's PFPC, Inc Experience 1997 - 2006
Job VP Client Oversight at J.P. Morgan
Industry Investment Banking
Experience
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

Steve Romm Steve Romm Greater New York City Area Details
Steve Romm's PFPC, Inc Experience July 2004 - November 2005
Job Data Analyst at AllianceBernstein
Industry Financial Services
Experience
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

Marlene Richardson Marlene Richardson Greater Nashville Area Details
Marlene Richardson's PFPC, Inc Experience January 1999 - February 2004
Job EXPERIENCED & ENERGETIC CONTACT CENTER PROFESSIONAL!
Industry Information Technology and Services
Experience
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

Alexis Pearson Alexis Pearson Greater Philadelphia Area Details
Alexis Pearson's PFPC, Inc Experience 2004 - 2006
Job Vice President at Peters Advisors LLC
Industry Financial Services
Experience
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

Neema Mbonela, PHR Neema Mbonela, PHR Greater New York City Area Details
Neema Mbonela, PHR's PFPC, Inc Experience June 2005 - July 2006
Job Manager, Human Resources and Administration at Surdna Foundation
Industry Human Resources
Experience
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

Tom Budzinski Tom Budzinski Baldwinville, Massachusetts Details
Tom Budzinski's PFPC, Inc Experience December 2000 - August 2005
Job Account executive for TY Inc covering VT, NH, & ME
Industry Consumer Goods
Experience
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

Raven Clark, MBA Raven Clark, MBA Greater Philadelphia Area Details
Raven Clark, MBA's PFPC, Inc Experience 2004 - 2006
Job Project Manager and Business Consultant
Industry Banking
Experience
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

Jane Qi Jane Qi San Francisco Bay Area Details
Jane Qi's PFPC, Inc Experience September 2003 - May 2008
Job Tax Manager at Charles Schwab
Industry Financial Services
Experience
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

Eric Pisauro Eric Pisauro Greater Philadelphia Area Details
Eric Pisauro's PFPC, Inc Experience 2001 - 2003
Job Director of Family Office at Regency Group
Industry Investment Management
Experience
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

Rohan Gilkes Rohan Gilkes Washington D.C. Metro Area Details
Rohan Gilkes's PFPC, Inc Experience October 2000 - May 2004
Job Startup Entrepreneur & Brand Engineer
Industry Internet
Experience
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

Drew McEvoy Drew McEvoy Greater Philadelphia Area Details
Drew McEvoy's PFPC, Inc Experience April 2002 - September 2004
Job Vice President at Delaware Investments, a member of the Macquarie Group
Industry Financial Services
Experience
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

Christie Burns Christie Burns Greater Philadelphia Area Details
Christie Burns's PFPC, Inc Experience April 2005 - September 2007
Job Vice President, Alternative Investment Services at BNY Mellon
Industry Financial Services
Experience
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

Kelli Maynard, SPHR, CCP Kelli Maynard, SPHR, CCP Tampa/St. Petersburg, Florida Area Details
Kelli Maynard, SPHR, CCP's PFPC, Inc Experience 1999 - 2003
Job Compensation Manager, SVP at Bank of America
Industry Financial Services
Experience
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

Kim Mather Kim Mather Cleveland/Akron, Ohio Area Details
Kim Mather's PFPC, Inc Experience April 1999 - September 2001
Job Manager Corporate and Securities Compliance at Eaton
Industry Financial Services
Experience
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

Andrew Barry Andrew Barry Greater Boston Area Details
Andrew Barry's PFPC, Inc Experience June 2001 - July 2006
Job Marketing Manager at BNY Mellon
Industry Financial Services
Experience
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

Michael Happerset Michael Happerset Greater Philadelphia Area Details
Michael Happerset's PFPC, Inc Experience Senior ManagerPNC Global Investment Servicing1997 - Present
Job Senior Manager at PFPC Inc.
Industry Financial Services
Experience
PFPC Inc.  Senior ManagerPNC Global Investment Servicing1997 - Present

Education
Drexel University   1992 — 1997

Barnet S. Cohen Barnet S. Cohen Greater Boston Area Details
Barnet S. Cohen's PFPC, Inc Experience 2005 - 2006
Job Senior Tax Manager at Deloitte Tax LLP
Industry Accounting
Experience
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

Changhyun Park Changhyun Park Greater New York City Area Details
Changhyun Park's PFPC, Inc Experience August 2000 - August 2004
Job Principal Attorney at Law Offices of Conrad Park
Industry Legal Services
Experience
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

Shamim Hussain Shamim Hussain Greater Philadelphia Area Details
Shamim Hussain's PFPC, Inc Experience December 2003 - June 2007
Job Tax Manager at Deloitte
Industry Accounting
Experience
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

Anita Bujang Anita Bujang Greater Salt Lake City Area Details
Anita Bujang's PFPC, Inc Experience 2004 - 2006
Job Associate at Goldman Sachs
Industry Financial Services
Experience
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

Dwayne Coit Dwayne Coit Greater Philadelphia Area Details
Dwayne Coit's PFPC, Inc Experience 1997 - 2005
Job Vice President at Morgan Stanley Investment Management
Industry Accounting
Experience
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

Constance Bush Constance Bush Greater Boston Area Details
Constance Bush's PFPC, Inc Experience January 2000 - August 2002
Job AVP Institutional Client Services Liaison at Envestnet, Inc
Industry Financial Services
Experience
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

William Cady William Cady Greater Boston Area Details
William Cady's PFPC, Inc Experience November 2001 - February 2004
Job Assistant Vice President at Citigroup
Industry Investment Management
Experience
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

Barbara Tolle Barbara Tolle San Francisco Bay Area Details
Barbara Tolle's PFPC, Inc Experience 1999 - 2006
Job Director at Forward
Industry Financial Services
Experience
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

Ibrahim Kagundu Ibrahim Kagundu Greater Philadelphia Area Details
Ibrahim Kagundu's PFPC, Inc Experience January 2003 - January 2006
Job Vice President, Operations at ClearBridge Investments
Industry Investment Management
Experience
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

Denise (Dixon) Lauber Denise (Dixon) Lauber Greater Philadelphia Area Details
Denise (Dixon) Lauber's PFPC, Inc Experience
Job Senior Tax Manager at PFPC Inc
Industry Financial Services
Experience
PFPC Inc 

Education
Immaculata University   1987 — 1991

Maureen Gordon Maureen Gordon Greater Philadelphia Area Details
Maureen Gordon's PFPC, Inc Experience June 2008 - Present
Job Tax Supervisor at PFPC, Inc.
Industry Financial Services
Experience
PFPC, Inc.   June 2008 - Present
Small Business Financial Solutions   October 1994 - May 2008

Education
La Salle University

Ashley Bara Ashley Bara Springfield, Massachusetts Area Details
Ashley Bara's PFPC, Inc Experience June 2006 - May 2007
Job Client Treasury Specialist 2 at BNY Mellon
Industry Investment Banking
Experience
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

James Njenga James Njenga Greater Philadelphia Area Details
James Njenga's PFPC, Inc Experience February 2006 - September 2007
Job Tax Consultant at Deloitte Tax
Industry Financial Services
Experience
Deloitte  September 2007 - Present
PFPC Inc.  February 2006 - September 2007
pfpc  May 2003 - January 2006

Education
Eastern University   2000 — 2002
MBA, Non Profit Management

Karen Davey, CPA Karen Davey, CPA Greater Philadelphia Area Details
Karen Davey, CPA's PFPC, Inc Experience October 2004 - April 2006
Job Executive Director at Morgan Stanley Investment Management
Industry Venture Capital & Private Equity
Experience
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

Avinash Ganti Avinash Ganti Greater Philadelphia Area Details
Avinash Ganti's PFPC, Inc Experience May 2004 - May 2005
Job Operations Risk/Business Control Process Manager at M&T BANK
Industry Banking
Experience
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

Nikki Ries, CIPM Nikki Ries, CIPM Greater Philadelphia Area Details
Nikki Ries, CIPM's PFPC, Inc Experience August 2004 - June 2005
Job Senior Performance Analyst at DuPont Capital Management
Industry Financial Services
Experience
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

Shawn Fay Shawn Fay Minneapolis, Minnesota Details
Shawn Fay's PFPC, Inc Experience 2000 - 2001
Job Manager, Pricing and Analytics at Prime Therapeutics
Industry Pharmaceuticals
Experience
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

Ron Rotondaro Ron Rotondaro Greater Philadelphia Area Details
Ron Rotondaro's PFPC, Inc Experience 2001 - Present
Job Software Engineer III at BNY Mellon Financial Services
Industry Financial Services
Experience
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

Fran Prina Fran Prina Greater Boston Area Details
Fran Prina's PFPC, Inc Experience 2007 - 2010
Job Vice President at BNY Mellon Asset Servicing
Industry Financial Services
Experience
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

Brian Chaffinch Brian Chaffinch Greater Philadelphia Area Details
Brian Chaffinch's PFPC, Inc Experience September 2005 - April 2008
Job Media and Simulation Technologist at University of Pennsylvania
Industry Higher Education
Experience
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

Ulinda Forehand Ulinda Forehand Charlotte, North Carolina Details
Ulinda Forehand's PFPC, Inc Experience 2003 - 2005
Job Training & Development Professional
Industry Human Resources
Experience
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

Gregory. Sackos Gregory. Sackos Greater Boston Area Details
Gregory. Sackos's PFPC, Inc Experience 1998 - 2008
Job Executive Director at J.P. Morgan
Industry Financial Services
Experience
JPMorgan  September 2008 - Present
PFPC, Inc.   1998 - 2008

Education
Bentley University   1992 — 1996
MSA, Accounting

Shawn Rowe Shawn Rowe Greater Boston Area Details
Shawn Rowe's PFPC, Inc Experience December 1997 - June 2003
Job Supervisor at BNY Mellon Asset Servicing
Industry Financial Services
Experience
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

Herbert T. Bracy Herbert T. Bracy Greater Philadelphia Area Details
Herbert T. Bracy's PFPC, Inc Experience 1998 - 2008
Job Financial Services Professional
Industry Financial Services
Experience
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

Diane Leva Diane Leva Greater Boston Area Details
Diane Leva's PFPC, Inc Experience January 2000 - April 2001
Job Advanced Application Development Analyst at IBM
Industry Information Technology and Services
Experience
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

Vincent Caputo Vincent Caputo Greater Boston Area Details
Vincent Caputo's PFPC, Inc Experience 1998 - 2006
Job Senior Supervisor, Portfolio Accounting Derivative Operations at Putnam Investments
Industry Financial Services
Experience
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

Bethanne Simms Bethanne Simms Greater New York City Area Details
Bethanne Simms's PFPC, Inc Experience 2000 - 2009
Job Project Manager and Productions Assistant. Editor. at Riverdale Avenue Books
Industry Financial Services
Experience
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

Farzan Masani Farzan Masani Greater Philadelphia Area Details
Farzan Masani's PFPC, Inc Experience August 2004 - June 2005
Job Accounting team Leader at Ally Bank
Industry Banking
Experience
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

Mark Windfelder Mark Windfelder Greater Philadelphia Area Details
Mark Windfelder's PFPC, Inc Experience January 1999 - January 2002
Job Portfolio / Research Associate at ClearBridge Investments
Industry Investment Management
Experience
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

Chaun Ricks Chaun Ricks Greater Philadelphia Area Details
Chaun Ricks's PFPC, Inc Experience April 1999 - May 2003
Job Regulatory Operations at PNCGIS
Industry Financial Services
Experience
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

Felice Easton Felice Easton Greater Philadelphia Area Details
Felice Easton's PFPC, Inc Experience October 1999 - May 2005
Job Accountant
Industry Accounting
Experience
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

Amy Messick Amy Messick Greater Philadelphia Area Details
Amy Messick's PFPC, Inc Experience March 2000 - November 2004
Job Senior Tax Manager at BNY Mellon
Industry Financial Services
Experience
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

Ashley Dalzell-Gray Ashley Dalzell-Gray Wilmington, Delaware Details
Ashley Dalzell-Gray's PFPC, Inc Experience July 2003 - November 2004
Job Experienced Project Manager, Team Player, ResultsDriven Perspective
Industry Program Development
Experience
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

Jeremy O'Neal Jeremy O'Neal Tampa, Florida Details
Jeremy O'Neal's PFPC, Inc Experience December 2000 - August 2002
Job Financial Services Professional
Industry Financial Services
Experience
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

John Gennovario John Gennovario Greater Los Angeles Area Details
John Gennovario's PFPC, Inc Experience 2005 - 2005
Job Mutual Fund Industry Professional Seeking Opportunities
Industry Investment Management
Experience
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

Margaret Munroe Margaret Munroe Greater Philadelphia Area Details
Margaret Munroe's PFPC, Inc Experience December 1999 - May 2006
Job Home Health Care Advisor
Industry Hospital & Health Care
Experience
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

Dawn Hogan Dawn Hogan Greater Philadelphia Area Details
Dawn Hogan's PFPC, Inc Experience January 1998 - June 2008
Job
Industry Financial Services
Experience
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

Jason Spivey Jason Spivey Greater Philadelphia Area Details
Jason Spivey's PFPC, Inc Experience April 2006 - March 2008
Job Selective Integration Specialist at BristolMyers Squibb
Industry Information Technology and Services
Experience
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

Barbara Scully-Farrer Barbara Scully-Farrer Greater Philadelphia Area Details
Barbara Scully-Farrer's PFPC, Inc Experience January 2002 - January 2004
Job Supervisor Private Equity
Industry Financial Services
Experience
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