Access Data, a Broadridge Company
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Access Data, a Broadridge Company Employees
Noble Energy August 2015 - Present
BCHH TItle May 2015 - August 2015
Noble Energy March 2014 - January 2015
Holland Sevices March 2013 - January 2014
Mutual of Omaha May 2012 - February 2013
Access Data, A Broadridge Company June 2011 - August 2011
Skills
Energy, Title Opinions, Leases, Excel, Word, Microsoft Office, Retirement Planning, Life Insurance, Fixed Annuities, Long Term Care Insurance, Sales, Disability Insurance, Investments, Variable Annuities, Medicare, Medicare Part D, Retirement Savings, Phone Skills, Selling, PowerPoint, Access, Mac OS X, Windows, Economics
Education
University of Pittsburgh 2008 — 2012
Bachelor of Science (BS), Economics
UPMC Health Plan June 2013 - Present
UPMC Health Plan November 2011 - June 2013
Access Data a Broadridge Company July 2008 - October 2011
Sungard Institutional Brokerage June 2007 - July 2008
Skills
Business Analysis, Business Intelligence, PL/SQL, Testing, Project Management, Process Improvement, Salesforce.com, Microsoft SQL Server, Databases, SharePoint, Quality Assurance, Analysis
Education
Indiana University of Pennsylvania 2001 — 2005
Bachelor of Science (BS), Finance, General
Access Data, a Broadridge Company February 2011 - Present
Access Data, a Broadridge Company October 2009 - February 2011
Access Data, a Broadridge Company January 2008 - October 2009
Education Management Corporation March 2007 - January 2008
Federated Investors February 2005 - March 2007
Federated Investors February 1996 - February 2005
MMC&P February 1992 - February 1996
Ernst & Young May 1988 - February 1992
Skills
Strategic Planning, Restructuring, Business Analysis, Financial Analysis, Competitive Analysis, Product Development, Product Management, Roadmap, Key Performance..., Business Process..., BPO, Master Data Management, Data Quality, Data Analysis, Process Engineering, Client Service, Mutual Funds, Due Diligence, Team Leadership, ERISA, Retirement Plan..., 401k, Defined Contribution, Enterprise Risk..., Internal Controls, Series 6, FINRA, Big 4, SAS70, Business Development, Financial Services, Analysis, Risk Management, Retirement, Securities, Leadership, Management, Integration, Business Process, Asset Management, Project Management, Investments, Training, Budgets, Executive Management, Vendor Management
Education
Duquesne University 1984 — 1989
BSBA, Accounting
Access Data, a Broadridge Company June 2011 - Present
BNY Mellon 2010 - 2011
BNY Mellon 2006 - 2010
Mellon Financial 2005 - 2006
Mellon Financial 2004 - 2005
Mellon Financial 2001 - 2004
Mellon Financial 1999 - 2001
Skills
Management, Leadership, Relationship Management, Business Analysis, Project Management, Finance, Marketing, Strategic Planning, Mutual Funds, Enterprise Software, Risk Management, Strategic Communications, Customer Experience
Education
Grove City College 1992 — 1996
BA, Psychology
Access Data, a Broadridge Company November 2014 - Present
Federated Investors September 2008 - September 2014
The Vanguard Group October 2006 - September 2008
The Vanguard Group January 2005 - October 2006
Slippery Rock University August 2003 - December 2004
Social Security Administration January 2004 - July 2004
Kohl's Department Stores September 1999 - December 2002
Education
Slippery Rock University of Pennsylvania 2003 — 2004
Bachelors
Community College of Allegheny County 2000 — 2002
Associate
Access Data, a Broadridge Company March 2012 - March 2014
PNC Bank, NA January 2011 - March 2012
PNC Mortgage June 2009 - January 2011
PNC Bank, NA July 2007 - June 2009
Education
Indiana University of Pennsylvania 1998 — 2003
Bachelor's degree, Marketing
Central Catholic High School 1994 — 1998
AdTheorent August 2014 - Present
University Bound Agency May 2013 - July 2014
Level Interactive May 2013 - July 2014
Access Data, A Broadridge Company July 2010 - May 2013
PNC Financial Services Group June 2009 - July 2010
Skills
Access, Data Analysis, Microsoft Office, Databases, Online Marketing, Analysis, Analytics, Lead Generation, Data Management, Quality, Business Analysis, Excel, Creative Problem Solving, Customer Satisfaction, Data Profiling, Microsoft SQL Server, SQL, Process Improvement, Digital Marketing, Microsoft Excel, Team Oriented, Access Database, Teamwork, Process Optimization, Account Reconciliation, Project Coordination, Business Insights, Data Modeling, R, Data Warehousing, ETL, Redshift, Amazon Web Services..., Amazon S3, Amazon EC2, Tableau, SSIS
Education
Florida State University - College of Business 2005 — 2009
Bachelor's Degree, Business Administration and Management, Finance, 3.78
Access Data - a Broadridge Company June 2013 - Present
CombineNet February 2006 - May 2013
SaveSimply, Inc 2005 - 2005
Federated Investors, Inc. March 1992 - August 1997
Federated Investors, Inc. October 1989 - April 1992
ComputerPeople 1987 - 1989
Richard S. Carson & Associates 1985 - 1986
Skills
Technical Training, Instructor-led Training, Process Improvement, Project Management, Software Documentation, Program Management, CRM, Training, Testing, Cloud Computing, Analysis, Management, Business Process, Security, Outsourcing, SQL
Education
University of Pittsburgh
Bachelor of Science (B.S.), Information Science
Access Data, a Broadridge Company January 2015 - Present
South Baldwin Volunteer Fire Company January 2013 - Present
South Baldwin Volunteer Fire Company January 2011 - Present
South Baldwin Volunteer Fire Company June 2007 - Present
Access Data, a Broadridge Company May 2010 - December 2014
Access Data May 2009 - May 2010
United States Air Force Reserve Officer Training Corps August 2006 - August 2008
United States Air Force Reserve Officer Training Corps August 2006 - August 2008
Skills
Java, PL/SQL, XML, SQL, JavaScript, Business Analysis, Linux, Databases, Software Development, SharePoint, HTML, C++, Data Analysis, Web Development, Windows, Access, Microsoft Office, Product Management, Process Improvement, Team Leadership, Microsoft SQL Server, Unix, Oracle, PostgreSQL
Education
Point Park University 2011 — 2012
Master, Business Administration
University of Pittsburgh 2006 — 2010
Bachelor of Science, Information Science; Business
Access Data - A Broadridge Company February 2006 - Present
Intelio 2003 - 2006
Access Data Corp 1999 - 2003
ElderVision 1999 - 1999
ServiceWare Ltd 1996 - 1999
Federated Investors 1996 - 1996
Carnegie Mellon University 1989 - 1996
University of Pittsburgh 1986 - 1989
Elizabethtown Area High School 1985 - 1986
Central Catholic High School 1984 - 1985
Skills
Linux, Unix, Tons of related tools!, SDLC, PL/SQL, SQL, Microsoft SQL Server, Databases, Integration, Oracle, Requirements Analysis, XML, Web Services, Software Development
Education
University of Pittsburgh 1986 — 1988
MA, Mathematics
Millersville University of Pennsylvania 1979 — 1984
BS, Math Education
Access Data - a Broadridge Company October 2013 - Present
Skills
22c-2 solutions, ETF Reporting, Secondary Market..., Mutual Fund Sales..., Mutual Fund / ETF..., Mutual Funds, Salesforce.com, Relationship Management, Financial Services, Asset Management, New Business Development, CRM, Wealth Management, Management, Securities, Asset Managment, Business Analysis, Investments, Sales, Fixed Income, Business Development, 401k, Equities
Education
Miami University 1984 — 1988
Bachelor of Science (BS), Finance, General
Access Data, a Broadridge Company July 2011 - Present
Confluence November 2006 - July 2011
Federated Investors June 1996 - November 2006
The Walt Disney Company August 1993 - January 1994
Skills
Mutual Funds, Financial Services, Salesforce.com, Business Analysis, Relationship Management, CRM, Vendor Management, Process Improvement, Business Intelligence, Product Management, Account Management, Business Process..., Analysis, Investments, Business Development, SharePoint, SaaS, Equities, Asset Management, SDLC, Enterprise Software
Education
The Ohio State University 1990 — 1994
Bachelor of Science (BS), Business Administration and Management, General
Access Data, a Broadridge Company October 2009 - Present
Gibson Capital August 2007 - September 2009
Federal Home Loan Bank of Pittsburgh March 2006 - July 2007
Federated Investors August 2004 - March 2006
Mellon Financial March 1999 - August 2004
Skills
Mutual Funds, Portfolio Management, Securities, Financial Services, Asset Management, Business Analysis, Investments, Fixed Income, Wealth Management, Equities, 401k, Financial Analysis, Relationship Management, Analysis
Education
Waynesburg University 2009 — 2013
MBA, Leadership, 4.0
Robert Morris University 1999 — 2008
BSBA, Finance
Broadridge June 2007 - Present
Access Data, a Broadridge Company June 2007 - Present
TrueCommerce EDI Solutions Group May 2005 - October 2007
Delta Data Software 2002 - 2003
Federated Investors 1998 - 2002
Booz, Allen & Hamilton, Inc. August 1985 - August 1995
Rockwell International - Space Division June 1984 - August 1985
Skills
Cloud Computing, Professional Services, Business Development, CRM, Financial Services, SaaS, Business Analysis, Strategy, Process Improvement, Product Management, Entrepreneurship, Requirements Analysis, Business Process..., Business Intelligence, Program Management, IT Strategy
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1997 — 1998
MBA, Finance, Operations, Intl Business
Washington and Jefferson College 1980 — 1984
BA, Physics