SunGard Wealth Management
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SunGard Wealth Management Employees
Employee
Years
Job
Industry
Scott Gruchot Scott Gruchot's SunGard Wealth Management Experience September 2007 - June 2008
Job Senior Vice President at Fiserv
Industry Financial Services
Experience
Fiserv, Credit Union Services August 2014 - Present
Technology, Software, or Services October 2013 - August 2014
Wolters Kluwer October 2010 - October 2013
CCH, a Wolters Kluwer business June 2008 - October 2010
SunGard Wealth Management September 2007 - June 2008
SunGard Transaction Network September 2004 - September 2007
SunGard Investment Management Systems 1996 - September 2004
Additional Experience 1985 - 1996
Skills
Executive Management, Acquisition Assessment, Acquisition Integration, Professional Services, Sales&Marketing, Sales Growth, Product Management, Market Analysis, Business Development, International, Investment Strategies, Investment Management, Trading, Trading Systems, Performance Measurement, BPO, Project Management, Solution Selling, Business Process..., Strategy, Risk Management, SaaS, Software Project..., Cloud Computing, Business Analysis, SDLC, Strategic Partnerships, Agile Methodologies, Enterprise Software, P&L Management, Product Development, Management, Leadership
Education
Dartmouth College
BA, Economics/Math
Fiserv, Credit Union Services August 2014 - Present
Technology, Software, or Services October 2013 - August 2014
Wolters Kluwer October 2010 - October 2013
CCH, a Wolters Kluwer business June 2008 - October 2010
SunGard Wealth Management September 2007 - June 2008
SunGard Transaction Network September 2004 - September 2007
SunGard Investment Management Systems 1996 - September 2004
Additional Experience 1985 - 1996
Skills
Executive Management, Acquisition Assessment, Acquisition Integration, Professional Services, Sales&Marketing, Sales Growth, Product Management, Market Analysis, Business Development, International, Investment Strategies, Investment Management, Trading, Trading Systems, Performance Measurement, BPO, Project Management, Solution Selling, Business Process..., Strategy, Risk Management, SaaS, Software Project..., Cloud Computing, Business Analysis, SDLC, Strategic Partnerships, Agile Methodologies, Enterprise Software, P&L Management, Product Development, Management, Leadership
Education
Dartmouth College
BA, Economics/Math
Brian Gorny Brian Gorny's SunGard Wealth Management Experience April 2008 - January 2013
Job Senior Management Consultant
Industry Financial Services
Experience
Independent Management Consulting April 2014 - Present
SunGard Brokerage January 2013 - March 2014
SunGard Wealth Management April 2008 - January 2013
SunGard Institutional Brokerage, Inc. January 2005 - April 2008
SunGard Transaction Networks June 2003 - January 2005
SunGard Financial Networks December 2002 - June 2003
May Department Stores - Kaufmann's March 2000 - September 2002
May Department Stores May 1995 - March 2000
Skills
Series 6, Series 63, Series 26, Relationship Management, Financial Analysis, Project Management, Team Leadership, Business Development, Restructuring, Financial Services, Business Analysis, Process Improvement, Risk Management, Management, CRM, Leadership, Portfolio Management, FINRA, Account Management, Security, Management Consulting, Equities, Product Management, Analysis, Business Process, Business Strategy, Operations Management, Strategy, Training, Outsourcing, Strategic Planning, Team Building, Executive Management
Education
Community College of Allegheny County 2000 — 2004
Associate in Business, Business Management
Robert Morris University
Independent Management Consulting April 2014 - Present
SunGard Brokerage January 2013 - March 2014
SunGard Wealth Management April 2008 - January 2013
SunGard Institutional Brokerage, Inc. January 2005 - April 2008
SunGard Transaction Networks June 2003 - January 2005
SunGard Financial Networks December 2002 - June 2003
May Department Stores - Kaufmann's March 2000 - September 2002
May Department Stores May 1995 - March 2000
Skills
Series 6, Series 63, Series 26, Relationship Management, Financial Analysis, Project Management, Team Leadership, Business Development, Restructuring, Financial Services, Business Analysis, Process Improvement, Risk Management, Management, CRM, Leadership, Portfolio Management, FINRA, Account Management, Security, Management Consulting, Equities, Product Management, Analysis, Business Process, Business Strategy, Operations Management, Strategy, Training, Outsourcing, Strategic Planning, Team Building, Executive Management
Education
Community College of Allegheny County 2000 — 2004
Associate in Business, Business Management
Robert Morris University
Donald Rubin Donald Rubin's SunGard Wealth Management Experience January 2007 - December 2010
Job Manager Blue Cross Blue Shield of Alabama
Industry Insurance
Experience
Blue Cross Blue Shield of Alabama May 2014 - Present
Blue Cross Blue Shield of Alabama February 2012 - May 2014
SunGard Financial Systems January 2011 - February 2012
SunGard - Wealth Management January 2007 - December 2010
Safelite AutoGlass May 2006 - January 2007
BellSouth September 2002 - June 2006
BellSouth Telecommunications April 2000 - September 2002
BellSouth Telecommunications April 1999 - April 2000
Education
Birmingham-Southern College
Bachelor of Science, Management Studies
Birmingham-Southern College
Masters, Public and Private Management
Blue Cross Blue Shield of Alabama May 2014 - Present
Blue Cross Blue Shield of Alabama February 2012 - May 2014
SunGard Financial Systems January 2011 - February 2012
SunGard - Wealth Management January 2007 - December 2010
Safelite AutoGlass May 2006 - January 2007
BellSouth September 2002 - June 2006
BellSouth Telecommunications April 2000 - September 2002
BellSouth Telecommunications April 1999 - April 2000
Education
Birmingham-Southern College
Bachelor of Science, Management Studies
Birmingham-Southern College
Masters, Public and Private Management
David Wlodarczyk David Wlodarczyk's SunGard Wealth Management Experience 2008 - April 2011
Job Sr Info Security Engineer
Industry Financial Services
Experience
TIAA-CREF September 2014 - Present
Dell SecureWorks April 2011 - September 2014
SunGard February 2008 - April 2011
SunGard Wealth Management 2008 - April 2011
SunGard Transaction Network February 2007 - April 2011
United Airlines June 2007 - February 2008
Federal Home Loan Bank of Chicago 2005 - 2007
Federal Home Loan Bank of Chgo 2005 - 2007
Getronics 2004 - 2005
Skills
Network Security, Security, Information Security, Firewalls, Networking, Computer Security, Cisco Technologies, CISSP, Checkpoint, IDS, Juniper, Troubleshooting, VPN, Vulnerability Assessment
Education
Robert Morris University - Illinois 2000 — 2004
TIAA-CREF September 2014 - Present
Dell SecureWorks April 2011 - September 2014
SunGard February 2008 - April 2011
SunGard Wealth Management 2008 - April 2011
SunGard Transaction Network February 2007 - April 2011
United Airlines June 2007 - February 2008
Federal Home Loan Bank of Chicago 2005 - 2007
Federal Home Loan Bank of Chgo 2005 - 2007
Getronics 2004 - 2005
Skills
Network Security, Security, Information Security, Firewalls, Networking, Computer Security, Cisco Technologies, CISSP, Checkpoint, IDS, Juniper, Troubleshooting, VPN, Vulnerability Assessment
Education
Robert Morris University - Illinois 2000 — 2004
Pamela (Thanasouras) Turner Pamela (Thanasouras) Turner's SunGard Wealth Management Experience February 2008 - February 2010
Job Financial Services Technology Strategy
Industry Financial Services
Experience
Deloitte May 2015 - Present
EY May 2012 - May 2015
SunGard Global Services January 2010 - May 2012
SunGard Wealth Management February 2008 - February 2010
SunGard Transaction Network March 2006 - February 2008
SunGard Investment Systems May 2005 - March 2006
SunGard January 2003 - April 2005
SunGard Investment Systems May 1998 - December 2002
SunGard Investment Systems January 1995 - April 1998
Independant Consultant October 1994 - December 1994
Skills
Process Improvement, Team Management, Business Process, Consultancy, Program Management, Business Strategy, Wealth Management, Business Analysis, Strategic Planning, Change Management, Team Leadership, Management Consulting, Project Planning, Customer Relations, Software Project..., Cross-functional Team..., Consultants, Project Management, PMO, Integration, Consulting
Education
Keller Graduate School of Management of DeVry University
MBA
Northern Illinois University - College of Business
BS
Deloitte May 2015 - Present
EY May 2012 - May 2015
SunGard Global Services January 2010 - May 2012
SunGard Wealth Management February 2008 - February 2010
SunGard Transaction Network March 2006 - February 2008
SunGard Investment Systems May 2005 - March 2006
SunGard January 2003 - April 2005
SunGard Investment Systems May 1998 - December 2002
SunGard Investment Systems January 1995 - April 1998
Independant Consultant October 1994 - December 1994
Skills
Process Improvement, Team Management, Business Process, Consultancy, Program Management, Business Strategy, Wealth Management, Business Analysis, Strategic Planning, Change Management, Team Leadership, Management Consulting, Project Planning, Customer Relations, Software Project..., Cross-functional Team..., Consultants, Project Management, PMO, Integration, Consulting
Education
Keller Graduate School of Management of DeVry University
MBA
Northern Illinois University - College of Business
BS
Cheryl Pfenning's SunGard Wealth Management Experience July 2000 - April 2015
Job Relationship Manager at Accutech Systems Corporation
Industry Computer Software
Experience
SunGard July 2000 - April 2015
SunGard Wealth Management July 2000 - April 2015
Shawmut Consulting April 1999 - June 2000
West Coast Bank April 1984 - January 1999
Skills
Business Analysis, Wealth Management, Vendor Management, Process Improvement, SDLC, Project Management, Product Management, Financial Services, Operations Management, Due Diligence
Education
Oregon State University
Engineering and Business Administration
SunGard July 2000 - April 2015
SunGard Wealth Management July 2000 - April 2015
Shawmut Consulting April 1999 - June 2000
West Coast Bank April 1984 - January 1999
Skills
Business Analysis, Wealth Management, Vendor Management, Process Improvement, SDLC, Project Management, Product Management, Financial Services, Operations Management, Due Diligence
Education
Oregon State University
Engineering and Business Administration
Jay Gebo's SunGard Wealth Management Experience January 2002 - May 2009
Job Software Developer at IC Source, Inc.
Industry Information Technology and Services
Experience
IC Source, Inc. September 2011 - Present
Wilton Youth Baseball, Inc. May 2010 - July 2012
AWS Truepower, LLC May 2011 - September 2011
First Niagara Financial Group July 2009 - May 2011
SunGard Wealth Management January 2002 - May 2009
Biological & Popular Culture, Inc April 2001 - December 2001
SunGard Trust Systems October 1999 - April 2001
Qualitech Solutions February 1999 - September 1999
Spectrum Technology Group July 1996 - February 1999
SCT February 1994 - June 1996
Skills
ASP.NET, VB.NET, C#, CSS, AJAX, Telerik, Tortoise SVN, SQL Server, MySQL, HTML, Software Development, jQuery, JavaScript, .NET, Databases, Programming, SharePoint, SDLC, SQL, Visual Studio, Application Development, ASP, Microsoft SQL Server
Education
Rochester Institute of Technology 1995 — 2000
M.S. Degree, Software Development & Management
S.U.N.Y at Geneseo 1989 — 1993
B.A. Degree, Computer Science
Queensbury 1989
IC Source, Inc. September 2011 - Present
Wilton Youth Baseball, Inc. May 2010 - July 2012
AWS Truepower, LLC May 2011 - September 2011
First Niagara Financial Group July 2009 - May 2011
SunGard Wealth Management January 2002 - May 2009
Biological & Popular Culture, Inc April 2001 - December 2001
SunGard Trust Systems October 1999 - April 2001
Qualitech Solutions February 1999 - September 1999
Spectrum Technology Group July 1996 - February 1999
SCT February 1994 - June 1996
Skills
ASP.NET, VB.NET, C#, CSS, AJAX, Telerik, Tortoise SVN, SQL Server, MySQL, HTML, Software Development, jQuery, JavaScript, .NET, Databases, Programming, SharePoint, SDLC, SQL, Visual Studio, Application Development, ASP, Microsoft SQL Server
Education
Rochester Institute of Technology 1995 — 2000
M.S. Degree, Software Development & Management
S.U.N.Y at Geneseo 1989 — 1993
B.A. Degree, Computer Science
Queensbury 1989
Christian Schreiber Christian Schreiber's SunGard Wealth Management Experience February 2010 - February 2011
Job CISO who helps complex organizations protect their data assets. Certifications include CISM, PMP, and ITIL Foundations.
Industry Information Technology and Services
Experience
The University of Arizona December 2012 - Present
SunGard Higher Education / Ellucian February 2011 - November 2012
SunGard Wealth Management February 2010 - February 2011
SunGard Higher Education May 2008 - February 2010
University of Wisconsin - Whitewater October 2007 - May 2008
SunGard Higher Education August 2006 - September 2007
University of Wisconsin - Whitewater April 2007 - August 2007
Robert Half International January 2006 - July 2006
University of Wisconsin-Madison August 2005 - December 2005
Central Michigan University May 2001 - August 2005
Education
University of Wisconsin-Madison 2007 — 2008
Masters Certificate in Project Management
Central Michigan University 1995 — 2000
BS in BA
The University of Arizona December 2012 - Present
SunGard Higher Education / Ellucian February 2011 - November 2012
SunGard Wealth Management February 2010 - February 2011
SunGard Higher Education May 2008 - February 2010
University of Wisconsin - Whitewater October 2007 - May 2008
SunGard Higher Education August 2006 - September 2007
University of Wisconsin - Whitewater April 2007 - August 2007
Robert Half International January 2006 - July 2006
University of Wisconsin-Madison August 2005 - December 2005
Central Michigan University May 2001 - August 2005
Education
University of Wisconsin-Madison 2007 — 2008
Masters Certificate in Project Management
Central Michigan University 1995 — 2000
BS in BA
Ron Vallow's SunGard Wealth Management Experience 2009 - January 2011
Job Manager of Financial Planning and Analysis at SunGard Brokerage
Industry Capital Markets
Experience
SunGard Brokerage January 2013 - Present
SunGard Global Network January 2011 - Present
SunGard Wealth Management 2009 - January 2011
SunGard Institutional Brokerage, Inc. September 2006 - October 2009
Berlin Industries June 2003 - March 2005
Skills
Series 27 Financial..., Series 99 Operations..., Financial Reporting, General Ledger, Account Reconciliation, Accounts Receivable, Fixed Assets, Financial Statements, Accounting, Financial Analysis, Process Improvement, Revenue Recognition, Forecasting, Microsoft Excel, Budget, Financial Modeling, Corporate Finance, SAP, Consolidated Financial..., Accounts Payable, Finance, Budgets, Business Analysis, Internal Audit, Auditing, Variance Analysis
Education
University of Illinois at Chicago 1996 — 2001
Bachelor of Science (B.S.), Accounting
SunGard Brokerage January 2013 - Present
SunGard Global Network January 2011 - Present
SunGard Wealth Management 2009 - January 2011
SunGard Institutional Brokerage, Inc. September 2006 - October 2009
Berlin Industries June 2003 - March 2005
Skills
Series 27 Financial..., Series 99 Operations..., Financial Reporting, General Ledger, Account Reconciliation, Accounts Receivable, Fixed Assets, Financial Statements, Accounting, Financial Analysis, Process Improvement, Revenue Recognition, Forecasting, Microsoft Excel, Budget, Financial Modeling, Corporate Finance, SAP, Consolidated Financial..., Accounts Payable, Finance, Budgets, Business Analysis, Internal Audit, Auditing, Variance Analysis
Education
University of Illinois at Chicago 1996 — 2001
Bachelor of Science (B.S.), Accounting
David Ferry's SunGard Wealth Management Experience 2001 - 2009
Job Galliard Capital Management
Industry Investment Management
Experience
Galliard Capital Management December 2009 - Present
SunGard Wealth Management 2001 - 2009
SunGard Wealth Management 2001 - 2009
Skills
Financial Services, Asset Managment, Equities, Portfolio Management, Investments, Mutual Funds, Alternative Investments, Relationship Management, Fixed Income, Asset Allocation, Mergers & Acquisitions, Hedge Funds, Investment Strategies, Investment Management, Securities, Investment Advisory
Education
University of Minnesota-Twin Cities 1981 — 1985
Bachelor of Science (B.S.), Business Administration and Management, General
University of Minnesota - Carlson School of Management
Master of Business Administration (MBA), Finance
Galliard Capital Management December 2009 - Present
SunGard Wealth Management 2001 - 2009
SunGard Wealth Management 2001 - 2009
Skills
Financial Services, Asset Managment, Equities, Portfolio Management, Investments, Mutual Funds, Alternative Investments, Relationship Management, Fixed Income, Asset Allocation, Mergers & Acquisitions, Hedge Funds, Investment Strategies, Investment Management, Securities, Investment Advisory
Education
University of Minnesota-Twin Cities 1981 — 1985
Bachelor of Science (B.S.), Business Administration and Management, General
University of Minnesota - Carlson School of Management
Master of Business Administration (MBA), Finance
Cathy Nyberg's SunGard Wealth Management Experience October 2006 - June 2007
Job Sales Associate at CRM Software
Industry Financial Services
Experience
CRM Software October 2007 - February 2008
SunGard Wealth Management October 2006 - June 2007
CheckFree Investment Services April 1999 - May 2006
Education
Ball State University
BS, Business Admin
CRM Software October 2007 - February 2008
SunGard Wealth Management October 2006 - June 2007
CheckFree Investment Services April 1999 - May 2006
Education
Ball State University
BS, Business Admin
Neil Mederich's SunGard Wealth Management Experience July 2006 - Present
Job DBA at Sungard
Industry Financial Services
Experience
Sungard Wealth Management July 2006 - Present
Raddon Financial Group April 2000 - June 2006
Raddon Financial Group 2004 - 2006
Plano Molding Co. April 1991 - April 2000
Skills
SQL Server, C#, SSIS, T-SQL, Access, SQL, Microsoft SQL Server, Databases, Disaster Recovery, SDLC, Business Intelligence, Software Development, ASP, Unix, SSRS, PL/SQL, Agile Methodologies, Oracle, Requirements Analysis, ASP.NET, Visual Basic, Performance Tuning, Database Design, Data Warehousing, Database Administration, Enterprise Architecture, Data Modeling
Education
Northern Illinois University - College of Business 1988 — 1991
BS, Finance
Sungard Wealth Management July 2006 - Present
Raddon Financial Group April 2000 - June 2006
Raddon Financial Group 2004 - 2006
Plano Molding Co. April 1991 - April 2000
Skills
SQL Server, C#, SSIS, T-SQL, Access, SQL, Microsoft SQL Server, Databases, Disaster Recovery, SDLC, Business Intelligence, Software Development, ASP, Unix, SSRS, PL/SQL, Agile Methodologies, Oracle, Requirements Analysis, ASP.NET, Visual Basic, Performance Tuning, Database Design, Data Warehousing, Database Administration, Enterprise Architecture, Data Modeling
Education
Northern Illinois University - College of Business 1988 — 1991
BS, Finance
Ken Keating's SunGard Wealth Management Experience August 2006 - November 2011
Job Investment Consultant at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments July 2015 - Present
Merrill Lynch November 2011 - June 2015
SunGard Wealth Management August 2006 - November 2011
SunGard August 2006 - September 2011
blackbaud January 2005 - July 2006
SunGard March 1992 - December 2004
Ernst & Young June 1988 - June 1990
Skills
Mutual Funds, Strategic Financial..., Retirement Planning, Mortgage Lending, Long Term Care Insurance, Risk Analysis, Saving for Education, Life Insurance, Equities, Bonds, Alternative Investments, Cash Flow Forecasting, Variable Annuities, Indexed Annuities, Trading, Investments, Series 7, Series 63, Wealth Management, Retirement, Fixed Annuities, CRM, General Securities..., Management, Series 24, Financial Services, Consulting, Selling, Process Improvement
Education
University of North Florida - College of Business Administration 1984 — 1988
Bachelor of Business Administration (BBA), Accounting
Fidelity Investments July 2015 - Present
Merrill Lynch November 2011 - June 2015
SunGard Wealth Management August 2006 - November 2011
SunGard August 2006 - September 2011
blackbaud January 2005 - July 2006
SunGard March 1992 - December 2004
Ernst & Young June 1988 - June 1990
Skills
Mutual Funds, Strategic Financial..., Retirement Planning, Mortgage Lending, Long Term Care Insurance, Risk Analysis, Saving for Education, Life Insurance, Equities, Bonds, Alternative Investments, Cash Flow Forecasting, Variable Annuities, Indexed Annuities, Trading, Investments, Series 7, Series 63, Wealth Management, Retirement, Fixed Annuities, CRM, General Securities..., Management, Series 24, Financial Services, Consulting, Selling, Process Improvement
Education
University of North Florida - College of Business Administration 1984 — 1988
Bachelor of Business Administration (BBA), Accounting
Jeff Mccuen's SunGard Wealth Management Experience February 1987 - January 2001
Job Vice President, Business Development at Innovest Systems
Industry Financial Services
Experience
Innovest Systems April 2013 - Present
SunGard 1987 - Present
SunGard Data Systems February 1987 - April 2013
SunGard Wealth Management February 1987 - January 2001
Skills
Solution Selling, SaaS, Sales Process, Salesforce.com, Enterprise Software, Account Management, Sales Presentations, Selling, Professional Services, Financial Services, Sales, CRM, Product Management, Strategic Partnerships, Cloud Computing, Strategy, Managed Services, Lead Generation, Direct Sales, Start-ups, Go-to-market Strategy, Business Development, Executive Management, Sales Operations, Product Marketing, Consulting, Competitive Analysis, New Business Development, Vendor Management, Business Analysis
Education
Illinois State University 1980 — 1985
Bachelor of Science, Finance and Economics
Innovest Systems April 2013 - Present
SunGard 1987 - Present
SunGard Data Systems February 1987 - April 2013
SunGard Wealth Management February 1987 - January 2001
Skills
Solution Selling, SaaS, Sales Process, Salesforce.com, Enterprise Software, Account Management, Sales Presentations, Selling, Professional Services, Financial Services, Sales, CRM, Product Management, Strategic Partnerships, Cloud Computing, Strategy, Managed Services, Lead Generation, Direct Sales, Start-ups, Go-to-market Strategy, Business Development, Executive Management, Sales Operations, Product Marketing, Consulting, Competitive Analysis, New Business Development, Vendor Management, Business Analysis
Education
Illinois State University 1980 — 1985
Bachelor of Science, Finance and Economics
Bob Ward's SunGard Wealth Management Experience 2008 - October 2012
Job CEO and Founder, RS Advisory.
Industry Financial Services
Experience
RS Advisory LLC September 2013 - Present
Merriman Capital, Inc. November 2013 - Present
Envestnet Retirement Solutions LLC August 2013 - Present
FinaConnect Inc October 2012 - Present
Distribution Networks November 2012 - September 2013
SunGard Wealth Management 2008 - October 2012
SunGard Transaction Network 2004 - 2008
SunGard Transaction Network 2001 - 2004
SunGard Transaction Network 1998 - 2001
State Street Bank & Trust Company 1994 - 1998
Skills
Financial Services, Trading Systems, Derivatives, Capital Markets, Equities, Hedge Funds, Trading, Business Analysis, Securities, Wealth Management, Banking, Strategy, Investments, Risk Management, Investment Banking, Fixed Income, Portfolio Management, Options, Due Diligence, Back Office, Asset Management, Alternative Investments, New Business Development, Electronic Trading, Relationship Management, Market Data, Financial Markets, Investment Strategies, FX Options, Financial Risk, Private Equity, Mutual Funds, Mergers & Acquisitions, Equity Trading, Commodity, Series 7, Financial Technology
Education
Bentley University 1997 — 1998
MBA, International Business
Colby College 1989 — 1993
RS Advisory LLC September 2013 - Present
Merriman Capital, Inc. November 2013 - Present
Envestnet Retirement Solutions LLC August 2013 - Present
FinaConnect Inc October 2012 - Present
Distribution Networks November 2012 - September 2013
SunGard Wealth Management 2008 - October 2012
SunGard Transaction Network 2004 - 2008
SunGard Transaction Network 2001 - 2004
SunGard Transaction Network 1998 - 2001
State Street Bank & Trust Company 1994 - 1998
Skills
Financial Services, Trading Systems, Derivatives, Capital Markets, Equities, Hedge Funds, Trading, Business Analysis, Securities, Wealth Management, Banking, Strategy, Investments, Risk Management, Investment Banking, Fixed Income, Portfolio Management, Options, Due Diligence, Back Office, Asset Management, Alternative Investments, New Business Development, Electronic Trading, Relationship Management, Market Data, Financial Markets, Investment Strategies, FX Options, Financial Risk, Private Equity, Mutual Funds, Mergers & Acquisitions, Equity Trading, Commodity, Series 7, Financial Technology
Education
Bentley University 1997 — 1998
MBA, International Business
Colby College 1989 — 1993
Shelli Adamson's SunGard Wealth Management Experience December 2008 - Present
Job Marketing Manager at SunGard Wealth & Retirement Administration
Industry Financial Services
Experience
SunGard Wealth Management December 2008 - Present
SunGard Omni June 1995 - December 2008
Skills
Product Management, Project Management, Business Analysis, Salesforce.com, Product Marketing, Thought Leadership
Education
University of Alabama 1990 — 1995
Bachelor of Arts (B.A.), Advertising
SunGard Wealth Management December 2008 - Present
SunGard Omni June 1995 - December 2008
Skills
Product Management, Project Management, Business Analysis, Salesforce.com, Product Marketing, Thought Leadership
Education
University of Alabama 1990 — 1995
Bachelor of Arts (B.A.), Advertising
Peter Antosiak's SunGard Wealth Management Experience August 2007 - June 2008
Job Seasoned IT Professional, Technologist and a Certifiable Database "Fanatic"
Industry Internet
Experience
Ticketmaster February 2012 - Present
Ulta December 2009 - February 2012
Ulta June 2008 - December 2009
SunGard Wealth Management August 2007 - June 2008
Skills
Microsoft SQL Server, Disaster Recovery, Databases, Business Intelligence, Database Design, Vendor Management, Enterprise Architecture, Database Administration, Team Building, Team Leadership, Large Scale System..., Database Architecture..., Technology Leadership, Data Governance, Business Process, Management, Project Management, Security, Software Development, Integration, IT Strategy, Requirements Analysis, Process Improvement, Scrum, Active Directory, Project Planning, Solution Architecture, Data Center, IT Management
Education
Benedictine University
Graduate Business Coursework
Northern Illinois University
Bachelor of Science in Computer Science, Emphasis in Applied Data Processing
Ticketmaster February 2012 - Present
Ulta December 2009 - February 2012
Ulta June 2008 - December 2009
SunGard Wealth Management August 2007 - June 2008
Skills
Microsoft SQL Server, Disaster Recovery, Databases, Business Intelligence, Database Design, Vendor Management, Enterprise Architecture, Database Administration, Team Building, Team Leadership, Large Scale System..., Database Architecture..., Technology Leadership, Data Governance, Business Process, Management, Project Management, Security, Software Development, Integration, IT Strategy, Requirements Analysis, Process Improvement, Scrum, Active Directory, Project Planning, Solution Architecture, Data Center, IT Management
Education
Benedictine University
Graduate Business Coursework
Northern Illinois University
Bachelor of Science in Computer Science, Emphasis in Applied Data Processing
Joy Ingham's SunGard Wealth Management Experience August 2005 - July 2011
Job Director Risk Management at Delta Data Software, Inc.
Industry Financial Services
Experience
Delta Data Software, Inc. August 2013 - Present
Delta Data Software April 2012 - December 2012
Independent Contractor November 2011 - December 2012
SunGard Wealth Management August 2005 - July 2011
SunGard Transaction Network July 2005 - August 2006
SunGard Transaction Network June 2000 - July 2005
SS&C Technologies February 1996 - October 1998
Thomson Financial July 1993 - April 1995
Skills
Mentoring, customer service, Trading Systems, Project Management, Mutual Funds, Product Management, Financial Services, SaaS, Sharepoint, Mergers & Acquisitions, Securities, Compliance, Investments, Security, Agile Project Management, Risk Management, buisness strategy, Leadership, Trading, Relationship Management, Fixed Income, Finance, Management, Options, SDLC, Portfolio Management, Equities, Financial Markets, Business Analysis, Financial Risk, Training, Series 7, Capital Markets, Back Office, Hedge Funds, Vendor Management, Asset Management
Education
Illinois State University 1984 — 1987
Bachelor of Science, Social Work
Delta Data Software, Inc. August 2013 - Present
Delta Data Software April 2012 - December 2012
Independent Contractor November 2011 - December 2012
SunGard Wealth Management August 2005 - July 2011
SunGard Transaction Network July 2005 - August 2006
SunGard Transaction Network June 2000 - July 2005
SS&C Technologies February 1996 - October 1998
Thomson Financial July 1993 - April 1995
Skills
Mentoring, customer service, Trading Systems, Project Management, Mutual Funds, Product Management, Financial Services, SaaS, Sharepoint, Mergers & Acquisitions, Securities, Compliance, Investments, Security, Agile Project Management, Risk Management, buisness strategy, Leadership, Trading, Relationship Management, Fixed Income, Finance, Management, Options, SDLC, Portfolio Management, Equities, Financial Markets, Business Analysis, Financial Risk, Training, Series 7, Capital Markets, Back Office, Hedge Funds, Vendor Management, Asset Management
Education
Illinois State University 1984 — 1987
Bachelor of Science, Social Work
Jean Klunk's SunGard Wealth Management Experience September 2007 - April 2014
Job Senior Manager, Technical Services at SunGard
Industry Computer Software
Experience
SunGard April 2014 - Present
SunGard Wealth Management September 2007 - April 2014
SunGard September 2002 - September 2007
SunGard September 1999 - September 2002
Skills
Unix, Disaster Recovery, SDLC, SQL, Business Analysis, Product Management, Oracle, Technical Support, IT Management, Software Project..., Vendor Management, Integration, Enterprise Architecture, Process Improvement
Education
University of Delaware 2015 — 2016
Master of Business Administration (M.B.A.), Dual Concentrations in Finance and International Business
Widener University
BS, Computer Science / Math
SunGard April 2014 - Present
SunGard Wealth Management September 2007 - April 2014
SunGard September 2002 - September 2007
SunGard September 1999 - September 2002
Skills
Unix, Disaster Recovery, SDLC, SQL, Business Analysis, Product Management, Oracle, Technical Support, IT Management, Software Project..., Vendor Management, Integration, Enterprise Architecture, Process Improvement
Education
University of Delaware 2015 — 2016
Master of Business Administration (M.B.A.), Dual Concentrations in Finance and International Business
Widener University
BS, Computer Science / Math
Frank Tarasi's SunGard Wealth Management Experience March 1999 - February 2008
Job at Mid Atlantic Trust Company
Industry Financial Services
Experience
Three Little Birds Cafe & Juice Bar 2013 - Present
Mid Atlantic Trust Company February 2009 - Present
SunGard Wealth Management March 1999 - February 2008
Mid Atlantic Institutional Shares 2001 - 2003
Skills
Mutual Funds, Financial Services
Education
Robert Morris University 1995 — 2001
Finance & Economics
Three Little Birds Cafe & Juice Bar 2013 - Present
Mid Atlantic Trust Company February 2009 - Present
SunGard Wealth Management March 1999 - February 2008
Mid Atlantic Institutional Shares 2001 - 2003
Skills
Mutual Funds, Financial Services
Education
Robert Morris University 1995 — 2001
Finance & Economics
Mary Spyridakis's SunGard Wealth Management Experience 1994 - Present
Job SunGard, VP Custom Solutions & Services
Industry Computer Software
Experience
SunGard Wealth Management 1994 - Present
Financial Control Systems 1993 - 1994
Centocor 1989 - 1993
Shared Medical Systems 1984 - 1989
Education
Penn State University 1980 — 1984
BS, Computer Science
Penn State University 1975 — 1980
BS, Science (Molecular Biology)
SunGard Wealth Management 1994 - Present
Financial Control Systems 1993 - 1994
Centocor 1989 - 1993
Shared Medical Systems 1984 - 1989
Education
Penn State University 1980 — 1984
BS, Computer Science
Penn State University 1975 — 1980
BS, Science (Molecular Biology)
Peggy Norton's SunGard Wealth Management Experience 1986 - 2010
Job Project Coordinator at GOLF 20/20
Industry Marketing and Advertising
Experience
GOLF 20/20 July 2011 - Present
SunGard January 1986 - May 2010
SunGard 1986 - 2010
SunGard Corbel 1986 - 2010
SunGard Wealth Management 1986 - 2010
Skills
Event Management, Marketing Communications, Email Marketing, Corporate Events, Newsletters, Market Planning, Marketing, Salesforce.com, Event Planning, Product Marketing, Public Relations, Strategic Planning, Corporate Communications, New Business Development, Marketing Strategy, Internal Communications, Online Advertising, Trade Shows, Business Planning, Product Management, Social Media Marketing
Education
University of South Florida 1979 — 1983
Bachelors, Public Relations
GOLF 20/20 July 2011 - Present
SunGard January 1986 - May 2010
SunGard 1986 - 2010
SunGard Corbel 1986 - 2010
SunGard Wealth Management 1986 - 2010
Skills
Event Management, Marketing Communications, Email Marketing, Corporate Events, Newsletters, Market Planning, Marketing, Salesforce.com, Event Planning, Product Marketing, Public Relations, Strategic Planning, Corporate Communications, New Business Development, Marketing Strategy, Internal Communications, Online Advertising, Trade Shows, Business Planning, Product Management, Social Media Marketing
Education
University of South Florida 1979 — 1983
Bachelors, Public Relations
Jared Jablonski's SunGard Wealth Management Experience May 2005 - November 2006
Job General Labor at Tyler Painting
Industry Construction
Experience
Tyler Painting May 2010 - Present
Tyler Painting and Drywall Fairview May 2010 - Present
Auffenberg Nissan March 2008 - December 2008
Sungard Wealth Management May 2005 - November 2006
Jabco Inc/Waldman Enterprises January 2004 - January 2005
A.G. Edwards & Sons June 2000 - August 2003
Education
Mac Murray College
Bachelor of Science, Accounting
Southern Illinois University, Edwardsville
Masters of Science, Accounting
Tyler Painting May 2010 - Present
Tyler Painting and Drywall Fairview May 2010 - Present
Auffenberg Nissan March 2008 - December 2008
Sungard Wealth Management May 2005 - November 2006
Jabco Inc/Waldman Enterprises January 2004 - January 2005
A.G. Edwards & Sons June 2000 - August 2003
Education
Mac Murray College
Bachelor of Science, Accounting
Southern Illinois University, Edwardsville
Masters of Science, Accounting
Tingli Pan's SunGard Wealth Management Experience December 2008 - February 2012
Job Consultant at DISYS
Industry Food Production
Experience
DISYS November 2012 - December 2014
SunGard Wealth Management December 2008 - February 2012
HAVI Global Solutions September 2007 - December 2008
Cardinal Health August 2000 - August 2007
Education
University of Minnesota-Twin Cities 1985 — 1987
MS, Computer Science
DISYS November 2012 - December 2014
SunGard Wealth Management December 2008 - February 2012
HAVI Global Solutions September 2007 - December 2008
Cardinal Health August 2000 - August 2007
Education
University of Minnesota-Twin Cities 1985 — 1987
MS, Computer Science
Forrest Dupre's SunGard Wealth Management Experience December 2005 - Present
Job Attorney at SunGard Wealth Management
Industry Computer Software
Experience
SunGard Wealth Management December 2005 - Present
Marshall & Ilsley Trust Company December 1999 - September 2005
Marshall & Ilsley Trust Company December 1992 - November 1999
Skills
Baseball coach, Corporate Law, Mergers & Acquisitions, Intellectual Property, Corporate Governance, Licensing, Capital Markets
Education
University of San Francisco 1973 — 1976
JD, Law
University of Wisconsin-Madison 1968 — 1972
BA, Political Science
SunGard Wealth Management December 2005 - Present
Marshall & Ilsley Trust Company December 1999 - September 2005
Marshall & Ilsley Trust Company December 1992 - November 1999
Skills
Baseball coach, Corporate Law, Mergers & Acquisitions, Intellectual Property, Corporate Governance, Licensing, Capital Markets
Education
University of San Francisco 1973 — 1976
JD, Law
University of Wisconsin-Madison 1968 — 1972
BA, Political Science