Albridge, an Affiliate of Pershing
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Albridge, an Affiliate of Pershing Employees
EY May 2015 - Present
Albridge, an Affiliate of Pershing August 2010 - May 2015
OppenheimerFunds / OFI Private Investments February 2008 - May 2010
Bear Stearns June 2005 - February 2008
Bank of America April 2001 - June 2005
Banc of America Securities April 2000 - April 2001
TD Ameritrade August 1993 - April 2000
Skills
Financial Services, Mutual Funds, Portfolio Management, Hedge Funds, Investments, Asset Management, Management, Financial Advisory, Asset Allocation, Trading Systems, Process Improvement, Risk Management, Alternative Investments, Relationship Management, Banking, Program Management, Vendor Management, CRM, Equities, Series 63, Asset Managment, ETFs, Wealth Management, Capital Markets, Investment Management, Securities, Fixed Income, Trading, Separately Managed..., Performance Reporting, Product Management, Sales, FINRA, Leadership, Series 7, Fund Of Funds, Managed Accounts, Implementation, UMA
Education
University of Pennsylvania - The Wharton School
Certified Investment Management Analyst℠ program, CIMA®
University of Massachusetts, Amherst 1987 — 1991
BA, Economics
Scivantage April 2015 - Present
Albridge, an Affiliate of Pershing August 2004 - April 2015
FactSet Research Systems 2000 - 2004
FactSet Research Systems 2000 - 2001
Cantor Fitzgerald 1999 - 2000
Skills
Relationship Management, Business Development, Contract Negotiation, Financial Services, CRM, Wealth Management, Business Analysis, Vendor Management, Management, Strategy, Leadership, Product Management, New Business Development, Competitive Analysis, Training
Education
Villanova University 1995 — 1999
BS, Finance, Marketing
Wall High School 1991 — 1995
University of Pennsylvania - The Wharton School
Securities Industry Institute(SII), Year 1
SiMX Corporation December 2008 - Present
Poni TV January 2007 - Present
American Cash Exchange May 2002 - June 2007
Albridge, an Affiliate of Pershing June 2000 - May 2002
Paytrust 1999 - 2000
Princeton eCom (ORCC) 1993 - 1999
Princeton Business Systems 1987 - 1993
Skills
Coaching people, Communicating, Creating Ideas, Delegating tasks, Editing, Evaluating performance, Motivating people, Remaining calm in a..., Excel, MS Project, Sony Vegas, Google Adwords, Social Media, Contract Negotiation, Visio, Waterfall, Workflow, Patents, B2B eCommerce, E-commerce, Remittances, Project Planning, Public Speaking, Microsoft Excel, Communication, Delegation, Coaching, Performance Measurement, Marketing, Project Management, Video Production, Video Editing, Sales, B2B, Television, Sales Management, Supplier Evaluation, Competitive Analysis, Start-ups, Financial Services, Executive Management, Team Leadership, SaaS, Product Management, Facebook, Marketing Management, Analytics, Leadership, Marketing Strategy, Entrepreneurship
Education
Action Karate 2009 — 2011
Black Belt
Rutgers, The State University of New Jersey-New Brunswick 1988 — 1992
BA
Mercer County Community College 1984 — 1986
AS
Billtrust March 2015 - Present
Billtrust June 2013 - March 2015
Albridge, an Affiliate of Pershing February 2011 - May 2013
Albridge, an Affiliate of Pershing October 2008 - February 2011
Van Leeuwen & Company, L.L.C. September 2006 - September 2008
Skills
Portfolio Management, Business Analysis, Wealth Management, Financial Services, Equities, Investments, Mutual Funds, Securities, Fixed Income, Series 7, Data Analysis, Software Project..., SQL, Business Intelligence
Education
Muhlenberg College 2002 — 2006
BA, Business Administration
Pershing, a BNY Mellon company July 2015 - Present
Albridge, an Affiliate of Pershing June 2006 - August 2015
Skills
Problem Solving, Data Analysis, Management, Data Management, PL/SQL, Public Speaking, Data Quality, Sales, Team Mentoring, Strategic Planning, Data Mining, SQL, Business Analysis, Oracle, Business Intelligence, Business Development, ETL Tools, Business Intelligence..., Data Warehousing, Data Warehouse..., Financial Services, Leadership, Requirements Gathering, Business Requirements, Relationship Management, Series 7, Vendor Management
Education
The College of New Jersey 2002 — 2006
Bachelor of Science, Finance
Albridge, an Affiliate of Pershing March 2010 - Present
Merck & Co., Inc February 2005 - Present
Assigned to Citibank March 1998 - Present
Skills
CompTIA, Security+, Novell Certified, Active Directory, Windows Server, Microsoft Exchange, Troubleshooting, VMware, Windows 7, XP, Windows, SharePoint, Blackberry Enterprise..., Network Administration, Disaster Recovery, Security, Virtualization, Computer Hardware, Operating Systems, Laptops, Switches, DHCP, VPN, Citrix, Windows XP, Hardware, Servers, Help Desk Support, Data Center, Technical Support, Software Installation, DNS, Software Documentation
Education
Keller Graduate School of Management of DeVry University 2012 — 2015
Master of Business Administration (MBA), Project Management
Keller Graduate School of Management of DeVry University 2012 — 2014
Master's degree, Management Information Systems
Peirce College 2007 — 2009
Bachelor's degree, Information Technology Networking
Peirce College 2007 — 2009
Bachelors, Science; Information Technology
Albridge, an Affiliate of Pershing January 2014 - Present
Pershing October 1994 - Present
Albridge, an Affiliate of Pershing January 2011 - December 2013
iNautix (affiliate of PershingLLC) July 2007 - January 2011
Boomer Market Advisor April 2007 - January 2010
Pershing January 2001 - January 2007
Lehman Brothers August 1993 - October 1994
Skills
Strategy Development, Product Development, Strategic Consulting, Business Relationship..., Partner Relationships, Acquisition Integration, General Management, Profit & Loss Management, Executive Management, Customer Relations, Management, Partner Management, Customer Service, Strategy, Income Statement, Marketing, Asset Managment, Business Intelligence, Leadership, Financial Services, Securities, Asset Management, Series 63, Hedge Funds, Strategic Partnerships, Investments, FINRA, Program Management, Business Strategy, Series 7, Product Management, Series 24, Fixed Income, Risk Management, Consultative Sales..., Mergers, Finance, Enterprise Software, Business Analysis, P&L Management, Mergers & Acquisitions, P&L
Education
University of Pennsylvania - The Wharton School 1999 — 2001
Certificate, Securities Industry Institute (SII)
Columbia University in the City of New York 1996 — 1998
N/A, Technology Management
Syracuse University 1989 — 1993
Bachelor of Science (BS), Finance, General
Albridge, an Affiliate of Pershing August 2012 - Present
UBS Wealth Management January 2012 - June 2012
Bank of America Merrill Lynch November 2010 - August 2011
Fidelity Investments June 2007 - May 2010
Fidelity Investments May 2004 - June 2007
Smith Barney, Division of Citigroup March 2000 - May 2004
Smith Barney 2000 - 2004
Skills
pmi, PMO, PMBOK, MS Project, Project Planning, Project Implementation, Software Project..., Project Delivery, Team Leadership, Team Management, Cross-functional Team..., Team Building, Project Portfolio..., Vendor Management, Resource Management, SDLC, Account Management, Restricted Stock, Application Development, Remediation, Web Applications, Quality Assurance, Software Development, Management
Education
Boston University
BS, Management Studies, Business Management
Hudson Catholic
Albridge, an Affiliate of Pershing March 2007 - August 2010
Albridge, an Affiliate of Pershing March 2005 - March 2007
Albridge, an Affiliate of Pershing January 2003 - March 2005
Merrill Lynch January 2002 - January 2003
Johnson Controls July 2001 - November 2001
MultiVideo Labs, Inc. August 1999 - June 2001
State of New Jersey May 1999 - August 1999
Wachovia, A Wells Fargo Company November 1997 - December 1998
Skills
Six Sigma Black Belt, Oracle SQL Knowledge, Microsoft Office, Siebel, Wygant, Parature
Education
Moresteam University 2007 — 2007
Certificate, Six Sigma Black Belt
Rider University 1998 — 2000
Bachelor of Science (B.S.), Finance, General
Scivantage May 2014 - Present
Albridge, an Affiliate of Pershing 2006 - May 2014
Siana, Carr & O'Connor, LLP 2000 - 2006
Classic Management, Inc. 1997 - 2000
LCOR, INC 1993 - 1995
Ernst & Young 1990 - 1993
Education
University of Pennsylvania
Master's degree, Government
University of Notre Dame 1987 — 1990
B.S., Accounting
Albridge, an Affiliate of Pershing January 2015 - Present
Albridge, an Affiliate of Pershing January 2014 - December 2014
Albridge, an Affiliate of Pershing March 2012 - December 2013
Albridge, an affiliate of Pershing February 2008 - February 2012
Merrill Lynch July 2006 - January 2008
Stryker Orthopaedics June 2003 - May 2004
Skills
Oracle SQL, SQL*Plus, Excel, PowerPoint, Photoshop, Process Improvement, Problem Solving, Quality Assurance, Data Analysis, Word, Data Management, Microsoft Office, Customer Relations, SQL, Public Speaking, Data Quality, Mentoring, Documentation, PL/SQL, Microsoft Excel, Software Documentation, Customer Service, Team Building, Management, Requirements Gathering, Visio, Business Analysis, Corporate Finance, Access
Education
Rutgers University-New Brunswick 1998 — 2002
BA, Psychology
NYK Line August 2011 - Present
Albridge, an Affiliate of Pershing August 2009 - September 2011
UBS Investment Bank October 2008 - July 2009
Skills
Perl, Unix, Subversion, Ant, Weblogic, Java, Unix Shell Scripting, Software Configuration..., ClearCase, InstallShield, Build Automation, Java Enterprise Edition, Configuration Management, MSI, WiX, Python, Git, casperjs, JavaScript, Maven
Education
State University of New York at Albany 2006 — 2008
Master's degree, Computer Science
Shah and Anchor Engineering college 2002 — 2006
BE, Computers
Albridge, an Affiliate of Pershing July 2012 - Present
iNautix Technologies April 2009 - July 2012
Pershing December 1998 - March 2009
Wipro Infotech 1996 - 1997
Wipro Infotech 1996 - 1997
Skills
SDLC, Trading Systems, User Acceptance Testing, Vendor Management, Business Analysis, Quality Center, Agile Methodologies, Derivatives, Software Project..., Fixed Income, QTP, Equities, Performance Testing, LoadRunner, Metrics, HP Performance Center, Root Cause Analysis, HP QTP, Oracle, HP Quality Center
Education
Stevens Institute of Technology 2005 — 2007
MS, Information Systems
Madurai Kamaraj University 1988 — 1992
BE, Electronics and Communication
Albridge, an Affiliate of Pershing February 2014 - Present
Princeton Financial Systems July 2011 - January 2013
Albridge, an Affiliate of Pershing July 2004 - July 2011
Bear Stearns Securities Corp. April 2001 - July 2004
Pershing August 1996 - March 2001
Skills
Salesforce.com, Miller Heiman, CRM, New Business Development, Contract Negotiation, Sales, Relationship Management, Financial Services, SaaS, Enterprise Software, Product Management, Vendor Management, Management, Investments, Business Development, Series 7, Account Management, Consultative Approach, Client Development, Executive Management
Education
Montclair State University 1991 — 1993
BA, Political Science and Government
Albridge, an Affiliate of Pershing March 2010 - Present
Penn Mutual January 2005 - August 2009
Philadelphia Insurance 2001 - 2005
Munich Re America January 1997 - February 2001
Munich Re America January 1989 - December 1996
Skills
Agile Methodologies, PMO, Product Development, PMP, Budgets
Education
Project Management Institute 2004 — 2004
PMP
SCRUM Master Alliance 2009 — 2009
SCRUM Master
Drexel University - LeBow College of Business 1977 — 1982
BS, Administrative Systems Management
Susquehanna International Group July 2012 - Present
Albridge, an Affiliate of Pershing April 2007 - July 2012
ALK Technologies May 2005 - April 2007
Florida Institute of Technology August 2003 - May 2005
Siemens January 2003 - July 2003
Florida Institute of Technology May 2000 - May 2002
Microsoft June 2001 - August 2001
Education
Florida Institute of Technology 2003 — 2005
MS, Software Engineering
Florida Institute of Technology 1998 — 2002
BA, Computer Science
Albridge, an Affiliate of Pershing January 2013 - Present
Lazard Asset Management June 2012 - Present
Lazard Asset Management June 2012 - Present
Brown Brothers Harriman August 2011 - January 2012
Thomas M. Rickmers LLC 2011 - 2012
Open Systems Technologies 2011 - 2012
Acxiom for Dun and Bradstreet February 2010 - February 2011
BNY Mellon Pershing LLC June 2003 - May 2008
BNY Mellon Pershing LLC January 1998 - June 2003
The Bank of New York February 1996 - October 1998
Skills
JCL, Software Installation, SQL DB2, CICS, WebSphere MQ, TSO, OS/390, AIX, Unix, Windows Server, IPL, SMP/E, SQL, VMware, iConnect, Putty, Blade Technology, Autosys, CA7, SDSF, VTAM, MVS, JES2, TCP/IP, FTP, NDM, SNA, Fileaid, Data Sharing, BMC Remedy, SPUFI, Service Desk, Netview, Netman, SAR, CA Dispatch, Quick Reference Guides, Maestro, Microsoft Office, Lotus Notes, Lotus Domino, Windows 7, Novell Server, Vendor Management, RSA Security, Disaster Recovery, SiteScope, IBM Tivoli, LAN-WAN, GDPS/XRC
Education
IBM 1996 — 2003
DB2 System Administration Z/os
Ocean County College 1980 — 1982
Liberal Arts
JG Innovations LLC May 2011 - Present
Albridge, an Affiliate of Pershing November 2009 - Present
Albridge Solutions June 2008 - June 2009
Albridge Solutions June 2007 - June 2008
Albridge Solutions October 2005 - June 2007
Albridge Solutions June 2005 - September 2005
Roma Savings Bank January 1997 - June 2005
Commerce Bank June 2002 - February 2003
Bloomberg L.P June 2001 - August 2001
Skills
Managing Employees, Customer Relations, Process Improvement, Data Analysis, Team Building, Marketing, Six Sigma, Leadership, Project Management, SQL, Management, Customer Service, Team Management, CRM, Analysis
Education
Rider University 2003 — 2005
Master's, Business Administration; Entrepreneurial Studies
Rider University 1998 — 2002
Bachelor of Science, Business Administration; Advertising
Albridge, an Affiliate of Pershing July 2012 - Present
Albridge Solutions June 2007 - July 2012
Commerce Banc Insurance Services May 2004 - February 2006
Hewlett-Packard Financial Services November 2000 - November 2002
CROSSMARK August 1999 - November 2000
Pension Benefit Guaranty Corporation October 1993 - August 1999
Skills
SDLC, Relationship Management, Enterprise Software, Process Improvement, Data Management, Risk Management, Team Leadership, Team Building, Vendor Management, Business Development, Financial Services, Requirements Gathering, Business Intelligence, Business Analysis, Business Requirements, Strategy, Integration, CRM, Program Management, Product Management, Self- motivated with..., Exceptional..., PMO, Project Management, Software Documentation, Strategic Planning, Cross-functional Team..., Analysis, Management
Education
Brookdale Community College 2002 — 2005
Associates, English
Howard University 1988 — 1991
Liberal Arts
Albridge, an Affiliate of Pershing January 2000 - Present
Computer Sciences Corporation 1992 - 2000
EDO Corporation 1991 - 1992
Lundy Computer Graphics October 1988 - November 1991
Raytheon Service Company June 1987 - November 1987
General Electric Company June 1984 - June 1987
Skills
Product Development, Software Development, Project Management, Integration, SDLC, Web Technologies, Business Intelligence, Business Analysis, Software Engineering, Leadership, Strategy, Project Planning, Management, Testing, Architecture, IT Strategy, Software Project..., Enterprise Software, Product Management, Architectures
Education
University of Pennsylvania - The Wharton School 1990 — 1990
Business Management Development Program
Boston University Questrom School of Business 1989 — 1989
Executive Management Program
State University of New York at Buffalo 1979 — 1983
Mathematics and Computer Science
Albridge, an Affiliate of Pershing November 2014 - Present
Bank of America December 2013 - November 2014
Bank of America June 2006 - December 2013
Enterprise Rent-A-Car June 2005 - June 2006
Skills
Strategic Planning, Customer Service, Microsoft Excel, Financial Analysis, Business Analysis, Data Analysis, Project Management, Operations Management, Six Sigma, PowerPoint, Leadership, Team Leadership, Team Building, Microsoft Office, Process Improvement, Customer Satisfaction, Business Strategy, Financial Modeling, Relationship Management, Vendor Management
Education
Strayer University - New Jersey 2011 — 2012
Master of Business Administration (M.B.A.), Project Management, 3.9 out of a 4.0 scale
Rider University 2001 — 2005
Bachelors of Science Degree, Business Administration
Albridge, an Affiliate of Pershing February 2004 - Present
Warner Bros. Records; New York, NY April 1995 - March 1998
Warner Brothers Records 1995 - 1998
Arista Records October 1993 - April 1995
Capitol Records 1987 - 1993
Capitol Records 1990 - 1991
Capitol Records 1988 - 1990
Paramount Pictures April 1986 - April 1987
ABC Television February 1980 - April 1986
Education
ECPI College of Technology 1999 — 2002
California State Polytechnic University-Pomona
Chaffey College
Albridge, an Affiliate of Pershing May 2011 - Present
Independant Consultant September 2004 - Present
Information Age Systems July 2008 - May 2011
Information Age Systems, LLC September 2004 - July 2008
Skills
VMware ESX, Windows Server, VMware, Active Directory, Servers, Microsoft SQL Server, Firewalls, Microsoft Exchange, VPN, Network Administration, IIS, Network Security, Hyper-V, Backup Exec, Linux, Virtualization, Antivirus, Nagios, Powershell, Apache, Operating Systems
Education
Saint Joseph's University 2004 — 2007
Bachelors, Computer Science, DSS (Decision and System Sciences)
Docupace Technologies May 2015 - Present
Albridge, an Affiliate of Pershing, A BNY Mellon Company August 2008 - May 2015
Albridge Solutions May 2007 - July 2008
Albridge, an Affiliate of Pershing February 2006 - May 2007
Ameriprise Financial September 2003 - January 2006
Skills
Product Management, Enterprise Software, Enterprise Data..., Performance Reporting, Product Development, Product Marketing, Product Design, Product Launch, Public Speaking, Staff Training, Product Strategy, Product Requirements, Customer Research, Software Product..., Roadmap, Online User Experience, Usability Testing, Financial Services, Integration, SDLC, Strategy, Business Analysis, Portfolio Management, User Experience, Wealth Management, Management, Vendor Management, CRM, Leadership
Education
Rutgers University-New Brunswick 2001 — 2003
B.A.
Arizona State University 1999 — 2001
N/A
Albridge, an Affiliate of Pershing March 2011 - Present
CTTR March 2008 - March 2011
Marsh October 2006 - March 2008
Comings to the Rescue February 2005 - October 2006
Societe Generale December 2000 - February 2005
Brown and Wood February 2000 - December 2000
JP Morgan July 1996 - February 2000
Credit Suisse October 1994 - May 1996
Union Bank of Switzerland October 1993 - October 1994
The Genesis Group August 1990 - October 1993
Skills
Relationship Management, Management, Team Building, Projects, System Design, SDLC, Risk Management, Project Portfolio..., Vendor Management, Business Analysis, Program Management, IT Strategy, Software Project..., Integration, MS Project, Project Management, SharePoint, Software Development, Team Management, SQL, Fixed Income, PMO
Education
Drew University 2004 — 2010
State University of New York at Stony Brook 1985 — 1988
Earth and Space Sciences - Crystallography
State University of New York College at Oswego 1981 — 1985
BS, GeoChemistry/Geology
Corinth Central 1977 — 1981
Regents
New Jersey State Police January 2012 - Present
Albridge, an Affiliate of Pershing January 2010 - August 2011
BlackRock July 2007 - April 2009
Merrill Lynch October 2006 - June 2007
Merrill Lynch Investment Managers August 2005 - September 2006
Education
Rider University 2001 — 2005
Bachelor of Science in Business Administration, Finance
Forum Financial Management, LP August 2015 - Present
Urban Prairie Waldorf School May 2008 - Present
1871 December 2014 - Present
Albridge, an Affiliate of Pershing March 2011 - Present
Swim Across America,Inc December 2011 - December 2014
Alliance for the Great Lakes November 2005 - October 2011
iNautix USA, a division of Pershing LLC September 2008 - February 2011
ProofSpace March 2007 - April 2008
Morningstar LLC August 2004 - March 2007
Morningstar August 2001 - August 2004
Skills
Financial Services, Series 65, Investment Advisory..., Retirement Income..., Retirement Planning, Financial Planning, Investments, Wealth Management, Sales, Business Development, New Business Development, Relationship Management, Business Strategy, Strategic Planning, Competitive Analysis, Customer Value..., Employee Value..., Product Strategy, Product Innovation, Product Development, User Experience, Product Management, Marketing Strategy, Market Research, Marketing Communications, Entrepreneurship, Start-ups, Financial Technology, Start-up Consulting, Leadership, Thought Leadership, Non-profit Leadership, Non-profit Boards, Fundraising, Management, Consulting, Change Management, Public Speaking, Business Writing, Microsoft Excel, Financial Modeling
Education
The University of Chicago - Booth School of Business 1996 — 1998
MBA
The University of Texas at Austin 1986 — 1990
B.A. with Honors
Martin County High School 1982 — 1987
Albridge, an Affiliate of Pershing June 2015 - Present
Merrill Lynch October 2013 - June 2015
Dow Jones August 2012 - June 2013
Pershing July 2001 - August 2012
Lockwood Advisors, Inc. October 2000 - July 2001
Instinet Incorporated July 2000 - October 2000
Prudential Financial July 1995 - July 2000
Prudential Financial July 1993 - June 1995
Prudential Financial July 1991 - June 1993
First Investors Corporation September 1989 - June 1991
Skills
Program Portfolio..., PMO, Program Management, Project Management, PMP, SDLC, IT Project & Program..., Girl Scout Leader, Leadership, User Acceptance Testing, Team Leadership, Management, Quality Assurance, Testing, Process Improvement, Cross-functional Team..., Business Process..., Integration, Requirements Gathering, Software Documentation, Risk Management, Training, Strategy, Business Requirements, Vendor Management, Software Project..., Visio, Business Process, Requirements Analysis
Education
Seton Hall University 1994 — 1997
MBA, Finance
Rutgers University-New Brunswick 1985 — 1989
BA, Political Science
FolioDynamix April 2015 - Present
Billtrust August 2014 - April 2015
Concord Trust & Wealth Solutions- A Division of LPL Financial October 2011 - July 2014
Albridge, an Affiliate of Pershing March 2007 - July 2011
Albridge Solutions February 2006 - March 2007
Albridge Solutions September 2005 - February 2006
Skills
Enterprise Software, Relationship Management, Contract Negotiation, Selling, Strategy, Strategic Partnerships, Sales, Management, Marketing, Competitive Analysis, Financial Services, CRM, Program Management, Business Development, SaaS, Mobile Devices, Wealth Management, Salesforce.com, Integration, Product Management, Business Analysis, Vendor Management, Executive Management
Education
Rutgers University-New Brunswick 2002 — 2005
Albridge, an Affiliate of Pershing April 2015 - Present
Albridge, an Affiliate of Pershing July 2014 - April 2015
Albridge, an Affiliate of Pershing July 2012 - July 2014
Chimney Rock Inn July 2006 - April 2014
Beta Alpha Chapter of the Pi Kappa Alpha Fraternity May 2010 - May 2011
Vice President - Beta Alpha Chapter of the Pi Kappa Alpha Fraternity December 2009 - May 2010
Skills
Social Media, Microsoft Office, Public Speaking, PowerPoint, Facebook, Microsoft Excel, Fundraising, Microsoft Word, Customer Service, Public Relations, Social Media Marketing, Event Management, Marketing, Event Planning, Data Analysis, Management, Finance, Access, Social Networking, Team Leadership, Strategic Planning, Project Management, Outlook, Teamwork, Inventory Management, Account Management, Analysis, Team Building, Financial Analysis, Time Management, Program Management, Business Planning, Process Improvement, Business Strategy
Education
Penn State University 2008 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
Penn State University 2008 — 2012
Minor, Economics
Council of Indian organization April 2014 - Present
TIAA-CREF October 2011 - Present
Four Cornerstone August 2010 - January 2013
Albridge, an affiliate of Pershing May 2008 - December 2010
BNY-Mellon - Albridge, an affiliate of Pershing May 2008 - December 2010
TIAA-CREF May 2007 - April 2008
GMAC August 2005 - May 2007
Wells Fargo May 2005 - August 2005
Digital Think ( convergys) April 2004 - March 2005
GEICS IT services 2003 - 2004
Skills
Cloud Computing, Security, Enterprise Architecture, Virtualization, Shell Scripting, Software Development, Business Continuity, High Availability, Linux, Unix, Apache, Solaris, Disaster Recovery, SOA, SDLC, Weblogic, Enterprise Software, Web Services, Architecture, Solution Architecture, Vendor Management, Business Process, Java Enterprise Edition, IT Operations, Tomcat, IT Management, Oracle, Infrastructure, Architectures, WebLogic
Education
Massachusetts Institute of Technology - Sloan School of Management
Symbiosis International University
Post Graduate Diploma in Business Administration
University of Mumbai 1995 — 1999
Bachelor of Science (B.Sc.)
Albridge, an Affiliate of Pershing February 2012 - Present
BLOOMBERG LP 2004 - 2011
BLOOMBERG LP January 1997 - January 2004
BLOOMBERG LP 1989 - 1997
Skills
Bloomberg Professional..., Public Speaking, Corporate Actions, Dividends, Bloomberg Terminal
Education
The College of New Jersey 1984 — 1988
BS, Business Administration (Finance)
Pinelands Regional High School 1979 — 1984
City National Bank September 2014 - Present
Albridge, An Affiliate of Pershing July 2007 - September 2014
Bloomberg 2001 - 2005
Skills
Product Management, Mobile Technology, Mobile Product..., Integration Strategies, Portfolio Management, CRM, Financial Services, Fixed Income, Equities, Strategic Partnerships, Relationship Management, Product Development, Management, Asset Management, Enterprise Software, Business Analysis, Leadership, Wealth Management, Investments, Finance, Mutual Funds, Investment Management, Securities
Education
Rider University 1997 — 2001
BS, Finance
Haddonfield High 1994 — 1997
Albridge, an Affiliate of Pershing June 2011 - Present
NYSE Euronext January 2008 - December 2008
SIAC January 2003 - December 2007
SIAC January 1998 - December 2002
SIAC September 1978 - December 1997
Skills
ITIL, Data Center, Vendor Management, IT Operations, Disaster Recovery, Incident Management, SDLC, Process Improvement, BMC Remedy, Change Management, Unix, Project Management, Integration, IT Management, Management, IT Strategy, Infrastructure, System Administration, Leadership, Project Planning, IT Service Management, Market Data, Windows, SQL, ITIL Certified, Team Management, Enterprise Software, Release Management, Service Management, Service Delivery, Business Continuity, Business Analysis, Enterprise Architecture, Requirements Analysis, SharePoint, Visio, Analysis, Software Documentation, PMO, Risk Management, Solution Architecture
Education
City University of New York-Brooklyn College
BS, Business, Finance and Management, 1996
EXIN - Loyalist College of Applied Arts & Technology, New York, NY
Foundation Certification, Information Technology Infrastructure Library (ITIL), 2004
SMI AuoBrokers 2012 - Present
Albridge, an Affiliate of Pershing 2007 - June 2015
Avis Budget Group March 2003 - January 2007
prudential November 2000 - February 2001
Skills
Oracle SQL, SQL*Plus, Lynx, Oracle Application..., C++, Unix, Crystal Reports, Brio Query, Windows Server, Apex Programming, Apex Data Loader, Management
Education
DeVry University 1999 — 2001
Bachelor's degree, Computer/Information Technology Administration and Management
Albridge, an Affiliate of Pershing April 2013 - Present
Bijoux International, Inc. January 2012 - March 2013
Ultimate Services Inc. February 2009 - January 2012
Fiserv January 2002 - August 2007
Dean Witter February 1994 - December 1997
Skills
Strategic Planning, Accounting, Financial Analysis, Financial Reporting, Budgets, Inventory Management, Finance, Auditing, Forecasting, Internal Controls, Cash Management, Financial Modeling, Process Improvement, Financial Services, Banking, Corporate Finance, Analysis, Account Reconciliation, Financial Accounting, Leadership, Microsoft Excel, Management, Vendor Management, Business Analysis
Education
University of Scranton 1986 — 1990
BS, Accounting
St Joseph's High School Metuchen NJ 1982 — 1986
Albridge, an Affiliate of Pershing July 2014 - Present
Albridge, an Affiliate of Pershing January 2013 - July 2014
JP Morgan Chase February 2008 - January 2013
Bear Stearns January 2002 - February 2008
Pershing July 2000 - January 2002
Skills
Securities, Fixed Income, Investments, Equities, Retirement Planning, Financial Services, Portfolio Management, Relationship Management, Asset Managment, Financial Analysis, Hedge Funds, Financial Modeling, Capital Markets, Microsoft Excel, Business Analysis, Strategic Planning, Data Analysis, Analysis, Series 7
Education
Cornell University 1996 — 2000
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Merrill Lynch July 2014 - March 2015
The MDE Group, Inc January 2005 - November 2013
Albridge, an Affiliate of Pershing 2002 - 2004
Condor Capital 2000 - 2002
American Economic Planning Group 1986 - 2000
Skills
Wealth Management, Asset Management, Asset Managment, Investments, Investment Advisory, Alternative Investments, Series 7, Securities, Microsoft Excel, Risk Management, Customer Service, Hedge Funds, Strategic Financial..., Asset Allocation, Mutual Funds, Experienced Business..., Fixed Income, Equities, Portfolio Management
Education
Rutgers, The State University of New Jersey-Newark 1980 — 1986
BS, Criminal Justice
Albridge, an Affiliate of Pershing December 2014 - Present
MetLife January 2012 - December 2014
MetLife June 2005 - January 2012
MetLife September 1999 - June 2005
Skills
Financial Services, Project Management, Process Improvement, Business Analysis, Financial Analysis, Technology Integration, Technology Product..., Software Development, Software Project..., Problem Solving, Business Strategy, Management, Vendor Management, Analysis, Broker-Dealer, Change Management, Project Planning, Budgets, Analytics, Strategic Technology..., Product Management, Product Development, Strategic Technology..., Marketing, SDLC, Risk Management, Training, Relationship Management, Business Requirements, Business Process..., Program Management, Product Innovation
Education
Monmouth University 1997 — 2001
Bachelor of Science (BS), Business Administration/Finance
KIS (Korab Information Solutions, LLC) May 2014 - Present
Wipro Consulting Services December 2010 - May 2014
Albridge, an Affiliate of Pershing 2008 - 2010
Korab Information Soluions (KIS), LLC January 2002 - May 2008
Oracle Corporation September 1994 - August 2001
Oracle 1994 - 2001
Advanta June 1997 - June 1999
Skills
Master Data Management, Enterprise Architecture, Data Quality, Data Warehousing, Data Management, Business Analysis, Data Governance, SDLC, Requirements Analysis, Business Architecture, Program Management, Enterprise Information..., Business Capability &..., TOGAF, CMMI, Program / Project..., ITIL, Business Intelligence &..., CRM, Business Process, IT Strategy, Integration, IT Management, Business Intelligence, Leadership, Data Modeling, Management, Vendor Management, Analytics, Information Technology, Governance, Business Development, Financial Services, Process Improvement, Risk Management, Cloud Computing, Strategic Planning, Management Consulting
Education
St. Peter's College 1982 — 1985
Master's degree, Information Management, 3.37
St. Peter's College 1978 — 1981
Bachelor of Science (BS), Computer Science, 3.4
University of California, Los Angeles 1972 — 1976
Bachelor of Science (BS), Microbiology, General, 3,82
Bank of America May 2015 - Present
Albridge, an Affiliate of Pershing February 2014 - May 2015
Citi February 2013 - January 2014
Citi January 2011 - January 2013
Citi July 2004 - December 2010
Citi February 2001 - June 2004
Tej Technologies, Inc. December 1998 - February 2001
CITIL May 1995 - October 1998
L&T AUDCO February 1992 - May 1995
Skills
Trading Systems, Electronic Trading, Market Data, FX Options, Interest Rate..., Fixed Income, Credit Derivatives, Trading, Capital Markets, Derivatives, Financial Markets, Middle Office, Investment Banking, FX trading, Prime Brokerage, Currency, Equities, Dodd-Frank, FX Derivatives, Software Project..., Regulatory Requirements, Big Data, SDLC, Vendor Management
Education
Bharathidasan University 1994 — 1998
Master of Computer Applications (MCA), Computer Science
University of Madras 1989 — 1991
Bachelor of Science (BS), Physics
Albridge, an Affiliate of Pershing January 2007 - Present
Albridge, an Affiliate of Pershing (Bank of New York Mellon) January 2007 - September 2013
McGraw-Hill Higher Education September 2005 - January 2007
Prudential Property and Casualty Company December 1986 - September 2005
Skills
SDLC, PMP, Software Project..., Vendor Management
Education
Monmouth University
Bachelor of Science, Business Administration with a focus in Marketing and Management
Albridge, an Affiliate of Pershing May 2013 - Present
Albridge, an Affiliate of Pershing August 2011 - May 2013
Wealth Management Partners January 2010 - August 2011
NYSE Euronext 2000 - 2007
Skills
Equity Trading, Financial Markets, Investments, Market Making, Options, Customer Service, Team Leadership, Data Analysis, Communication, Delegation, Leadership, Financial Services, Fixed Income, Trading Systems, Portfolio Management, Electronic Trading, Mutual Funds, Bloomberg, Risk Management, FINRA, Hedge Funds, Relationship Management, Technical Analysis, Stocks, Proprietary Trading
Education
City University of New York-College of Staten Island 1980 — 1981
Mercer County Community College
Albridge, an Affiliate of Pershing February 2014 - Present
Banco Santander November 2012 - February 2014
Brendan Cryan May 2011 - July 2012
Goldman Sachs November 1997 - March 2011
Skills
Equity Trading, Equities, Electronic Trading, Trading Systems, Bloomberg, Options, Series 7, Hedge Funds, Capital Markets, Trading, Fixed Income, Securities, Financial Markets, Derivatives, Equity Derivatives, Alternative Investments, ETFs, Investments, FINRA, Investment Banking, Mutual Funds, FX Options, Financial Analysis, Portfolio Management, Asset Management, Financial Services, Finance, Asset Allocation
Education
Monmouth University 1991 — 1993
Baachelor of Science, Finance
Cognizant Technology Solutions July 2011 - Present
Cognizant Technology Solutions May 2008 - July 2011
Citi 2006 - 2008
Albridge, an Affiliate of Pershing 2005 - 2006
Standard & Poor's 2003 - 2005
Merrill Lynch 1999 - 2002
BFR systems 1995 - 1996
BFR systems 1995 - 1996
Skills
Enterprise..., Business Intelligence..., ETL Development, Data Architect, Modeling and Designing..., Program Management, People Management, Business Process..., IT Operations &..., Strategic Technology..., Cost Reduction Analysis, System & Business..., Technology Evaluation &..., SDLC, Offshoring, Cost benefit analysis, Application...
Education
Stevens Institute of Technology 1991 — 1994
ME, Environmental and Civil Engineering
Madras University 1985 — 1989
BE, Electrical and Electronics
Office Depot August 2012 - Present
Avenir Associates Inc April 2006 - August 2012
Albridge, an Affiliate of Pershing April 2012 - July 2012
TracFone Wireless December 2011 - March 2012
Wells Fargo February 2010 - October 2011
Pfizer October 2009 - December 2009
Wyeth Pharmaceuticals April 2006 - September 2009
iNEK Technologies July 2005 - March 2006
Motricity January 2006 - February 2006
Skills
Weblogic, JBoss, Websphere, Apache, SunOne, Java, Red Hat Linux, Suse, SunOS, Windows Server 2003, Documentum, Compliance, Risk Analysis, JBoss Application Server
Education
University of South Alabama 2004 — 2005
Master of Engineering (M.Eng.), Chemical Engineering
Chaitanya Bharathi Institute Of Technology 1999 — 2003
Bachelor of Engineering (B.Eng.), Chemical Engineering
Xerox March 2015 - Present
Xerox April 2014 - March 2015
U.S. Bank March 2013 - October 2013
JP Morgan Chase May 2012 - March 2013
JP Morgan Chase November 2011 - May 2012
Bank of America April 2007 - September 2010
Albridge, an Affiliate of Pershing October 2004 - April 2007
Cenlar FSB February 2003 - October 2004
JP Morgan Chase March 2000 - July 2002
JP Morgan Chase November 1997 - March 2000
Skills
Financial Services, Retail Banking, Loans, Banking, CRM, Client-oriented, Customer-facing, Needs Based Selling, Certified Public Notary, Account Management, Relationship Management, Call Centers, Management, Solution Selling, Sales, Business Analysis, Strategy, Vendor Management, Mortgage Lending, Notary Public, Leadership, Customer Experience, Customer Satisfaction, Coaching, Customer Service, Customer Retention, Team Building, Building Relationships
Education
MoreSteam University 2006 — 2006
Six Sigma Yellow Belt Certification, Business Management
Access Computer Instituite 2000 — 2000
Certification, CompTIA A+, M.C.S.E Computer admin, Computer Science
Nassau Community College 1988 — 1990
Associate's degree, Business Management
Westbury High School 1984 — 1987
High School Diploma, General Studies-Business
SEI March 2014 - Present
Albridge, an Affiliate of Pershing February 2010 - March 2014
Albridge, an Affiliate of Pershing June 2009 - February 2010
AXA Advisors June 2007 - May 2009
UBS May 2006 - August 2006
Skills
Financial Services, Series 7, Product Management, Wealth Management, Financial Technology, Performance Reporting, Product Development, Portfolio Management, Mutual Funds, Relationship Management, Production Managment, Investments, Securities, Asset Allocation, Alternative Investments, Fixed Income, Investment Management, Presentations, Equities
Education
Lehigh University
BS, Marketing
Texas A&M University
MBA, Finance
Wake Forest University
Certificate in Financial Planning, Financial Planning and Services
Princeton Financial Systems July 2011 - Present
Albridge, an Affiliate of Pershing September 2006 - July 2011
Bullrun Financial October 2003 - September 2006
Lockwood Advisors, Inc. February 2001 - October 2003
Skills
Financial Services, Investments, Lead Generation, Portfolio Management, Selling, Mutual Funds, Asset Managment, Sales Management, Business Development, Wealth Management, Relationship Management, Salesforce.com, Management, Marketing, Asset Management, Building Relationships, Leadership, Chatter, Miller Heiman, Miller-Heiman Strategic..., Executive Management, Business Analysis, Miller Heiman Sales..., Finance, Start-ups
Education
The Pennsylvania State University 1996 — 2000
B.S., Finance
Niskayuna High School 1993 — 1996
Regents Diploma, Honors/Regents High School/Secondary Diploma Program
Sycamore High School 1992 — 1993
Albridge an Affiliate of Pershing July 2010 - Present
Albridge Solutions May 2006 - October 2009
Instinet Corporation June 2000 - July 2006
diebold 1990 - 2000
NBI September 1988 - January 1990
Skills
Business Strategy, Business Intelligence, Data Analysis, ETL Tools, Relational Databases, Oracle SQL, Star Schema, Workflow, Enterprise Data Modeling, Product Management, Data Management, Oracle, Business Analysis, Staff Management, Helping Clients Succeed, Solution Selling, Business Solutions..., Business Process..., SDLC, Data Warehousing, Vendor Management, Integration, Software Development, Enterprise Architecture, Enterprise Software, Requirements Analysis, Agile Methodologies, Process Improvement, Data Quality, Requirements Gathering, Professional Services, Strategy, Business Requirements, Business Process, Relationship Management, Databases, Performance Reporting, ETL, Data Modeling, Market Data, Database Design, IT Strategy, Solution Architecture, Financial Services, Software Project..., Project Portfolio..., SOA, Management, Business Development, Pre-sales
Education
Saint John's University - Peter J. Tobin College of Business 1990 — 1999
MBA, Executive Management
DeVry University 1985 — 1987
Associates, Electronics Technician
2 Dogs Project Management May 2015 - Present
Albridge, an Affiliate of Pershing November 2012 - 2015
IntePros Consulting May 2012 - November 2012
Vanguard 2000 - 2012
Skills
Project Management, Agile Project Management, Agile Methodologies, Balanced Scorecard, Coaching, Business Architecture, Cloud Computing, Dashboard, Data Mining, Big Data, ITIL, Lean Six Sigma, Mentoring, Financial Services, Portfolio Management, Process Improvement, Presentation Skills, Program Management, Six Sigma, User Acceptance Testing, System Testing, Waterfall, SDLC, Full SDLC, JIRA, CRM, Consulting
Education
Indiana University of Pennsylvania
Bachelor of Arts (B.A.), Economics
Penn State University
MBA, Business Administration and Management, General
Stanford Continuing Studies
Organizational Leadership
Nucleus Global June 2015 - Present
Grey Healthcare Group October 2013 - June 2015
Cline Davis & Mann December 2009 - September 2013
Ketchum January 2007 - October 2009
Girl Scouts of the USA 2005 - 2006
Albridge, an Affiliate of Pershing 2003 - 2005
Janner Media 2001 - 2003
Digitas 2000 - 2001
AXA Financial 1998 - 2000
Skills
Social Media, Digital Strategy, Marketing Communications, Web Design, Public Relations, Mobile Applications, Application Design, Graphic Design, Integrated Marketing, Digital Marketing, Social Media Marketing, Brand Development, Email Marketing, User Experience, SEO, Marketing Strategy, Online Marketing, E-commerce, Advertising, Social Networking, Digital Media, Information Architecture, CMS, Web Analytics, Blogging, Creative Direction, Interactive Marketing, Website Development, Interactive Advertising, Marketing, Mobile Marketing, Online Advertising, Content Strategy, Creative Strategy, Copywriting
Education
New York University
Agile Project Management
New York Institute of Technology
MA, Communications
University of Missouri-Kansas City
BA, Graphic Design
Interactive Advisory Software October 2012 - Present
Independent Consulting January 2011 - September 2012
Informa Investment Solutions February 2010 - December 2010
E-Z Data, Inc. February 2008 - October 2009
Albridge, an Affiliate of Pershing October 2002 - February 2008
Brinker Capital August 2001 - September 2002
Nationwide Financial Network July 2000 - July 2001
Lincoln Investment Planning February 1993 - July 2000
Skills
Financial Services, Relationship Management, Asset Managment, Wealth Management, Sales, Portfolio Management, Asset Management, Business Analysis
Education
Temple University
B.B.A.
Albridge, an Affiliate of Pershing September 2015 - Present
IDT Energy October 2014 - September 2015
JPMorgan Chase September 2012 - October 2014
Susquehanna International Group March 2007 - September 2012
IDT December 2004 - March 2007
Multiplan, Inc. July 2001 - January 2005
New York Life Insurance Co. July 1997 - July 2001
Skills
SQL, Database Development, PL/SQL, Database Design, Oracle SQL, Software Development, Agile Methodologies, SDLC, Requirements Analysis, Requirements Gathering, Data Modeling, Object Modelling, C#, Derivatives, Databases, Commodity Markets, Futures, Currency Futures, Unix, ETL, Data Warehousing, Oracle SQL Developer, Oracle
Education
University of Michigan 1990 — 1994
BS, Aerospace Engineering
Stuyvesant High School 1986 — 1990
Albridge, an Affiliate of Pershing September 2008 - Present
Skills
Business Analysis, SDLC, Requirements Gathering, SQL
Education
Arcadia University 2001 — 2005
B.S.
S. Lauri Insurance Agency Services LLC January 2014 - Present
Farmers Financial Solutions LLC 2014 - Present
The Bancorp Bank 2011 - December 2013
Acxiom Corporation 2006 - 2009
Investor Force, Inc. 2005 - 2006
Albridge, an Affiliate of Pershing 2003 - 2005
SunGard Financial Networks (Div. of SunGard Data Systems) 1999 - 2003
SunGard Investor Accounting Systems, Inc. (Div. of SunGard Data Systems) 1983 - 1999
Skills
Wealth Management, Business Development, Securities, Product Management, Marketing, Brokerage, Leadership, Investment Advisory, Executive Management, Internet Banking, Asset Management, Banking, CRM, Portfolio Management, Mutual Funds, Relationship Management, Financial Services, Strategy, Investments, Strategic Partnerships, Risk Management, Finance, New Business Development, Strategic Financial..., Salesforce.com, Insurance, Management, Retirement, Investment Management, Change Management, Financial Analysis, Credit, Sales, Mergers & Acquisitions, Strategic Sales, Account Management, Team Building, Sales Management
Education
La Salle University - School of Business Administration
Bachelor of Science in Business Administration, Finance
Temple University
Post Graduate, MBA Program - Management
Albridge an affiliate of Pershing October 2008 - Present
BNY Mellon October 2008 - Present
Open Systems Technologies June 2007 - July 2008
JPMorgan Chase June 2007 - July 2008
Citi February 1996 - April 2007
Citigroup 1996 - 2007
Salomon Smith Barney 1996 - 2007
Digital UNIX June 1995 - February 1996
AT&T April 1980 - June 1995
Skills
Solaris, Disaster Recovery, Unix, SDLC, Perl, Data Center, Oracle, Enterprise Architecture, Information Security, Virtualization, SQL, Trading Systems, ITIL, Shell Scripting, Business Continuity, Capacity Planning, Servers, Red Hat Linux, Integration, SAN, Market Data, Vendor Management, IT Strategy, System Administration, Infrastructure, IT Management, Low Latency, IT Service Management, System Deployment, Troubleshooting, Requirements Analysis
Education
NJIT 1983 — 1986
MS
NYU 1978 — 1981
BS, Computer Science
Albridge, an Affiliate of Pershing July 2015 - Present
Capital Guardian LLC June 2013 - March 2015
Albridge, an Affiliate of Pershing June 2010 - June 2013
Bank of New York / Pershing - Albridge Solutions June 2009 - June 2010
PNC Global Investment Services June 2008 - June 2009
PNC Global Investment Services - Albridge Solutions September 2007 - June 2008
Willow Financial Bank March 2006 - September 2007
PFPC 2001 - 2006
J.P January 2000 - January 2001
Delaware Investments, a member of the Macquarie Group February 1997 - January 2000
Skills
Documentation, Financial Reporting, Supervisory Skills, Customer Relations, Problem Solving, Software Documentation, Customer Service, Operations Management, Relationship Management, Mutual Funds, Securities, Business Analysis, Risk Management, Training, Account Reconciliation, Management, Project Management, Analysis, Financial Services, Investments, Account Management, Six Sigma
Education
Peirce College 2009 — 2011
BS, Business Administration - Management
Northeast Catholic
Albridge, an Affiliate of Pershing January 2014 - Present
Albridge, an affiliate of Pershing (BNY Mellon) April 2010 - January 2014
Albridge Solutions July 2007 - April 2010
CapitalBridge 2004 - 2007
Skills
Data Quality, Business Analysis, ETL, Business Intelligence, SDLC, Databases, Data Warehousing, Oracle, PL/SQL, Requirements Gathering, Database Design, Data Modeling, Analytics
Education
Stevens Institute of Technology 2005 — 2007
Master's degree, Computer Science
Albridge, an Affiliate of Pershing 2005 - Present
Fiserv 2001 - 2005
RCN 1998 - 1999
Edward Blank Associates, Inc. 1992 - 1997
Skills
Investments, Access, Accounting, Auditing, Finance, Vendor Management, Asset Management, Financial Reporting, Management, Process Improvement, SaaS
Education
Rider University 2006 — 2008
Accounting
East Stroudsburg University of Pennsylvania 1980 — 1985
BS
Albridge, an Affiliate of Pershing October 2012 - Present
Albridge, an Affiliate of Pershing May 2007 - October 2012
Princeton Financial Systems November 2000 - May 2007
Merrill Lynch December 1997 - November 2000
Merrill Lynch February 1993 - December 1997
Skills
Financial Services, SDLC, Business Analysis, Fixed Income, Portfolio Management, Securities, Team Management, Requirements Gathering, Relationship Management, Process Improvement, Vendor Management, Software Project..., Investment Management, Mutual Funds, Equities, Business Intelligence, Enterprise Software, Product Management, Investments, Investment Advisory, Risk Management, Trading Systems, Data Warehousing, Business Process..., Series 7, Alternative Investments, Wealth Management, Bloomberg, Hedge Funds, FINRA, Asset Allocation, Asset Management, Derivatives, Asset Managment, IT Strategy, SaaS, Project Management
Education
Rider University 1994 — 1997
MBA, Finance
The College of New Jersey 1988 — 1992
BS, Accounting
Albridge, an Affiliate of Pershing August 2008 - Present
Marsh & McLennan June 2007 - March 2008
Skills
Risk Management, Portfolio Management, Financial Modeling, Accounting, Investments, Data Analysis, Financial Analysis
Education
University of Delaware - Lerner College of Business and Economics 1997 — 1999
Bachelor of Arts, Economics & Psychology
Duke University 1995 — 1996
Albridge Solutions June 2008 - Present
PNC Financial Services Group 2008 - Present
Albridge, an Affiliate of Pershing 2008 - Present
Bank of New York Mellon 2008 - Present
Citi February 2006 - April 2008
Intel 2004 - 2006
Capital One Financial 2003 - 2004
Extraprise 2001 - 2001
Satyam 1998 - 2000
Education
Jawaharlal Nehru Technological University 1994 — 1998
CSE
Kendriya Vidyalaya 1987 — 1992
XII, PCMB
Albridge, an Affiliate of Pershing September 2013 - Present
Albridge, an Affiliate of Pershing August 2011 - August 2013
Albridge Solutions, an Affiliate of Pershing (Bank of New York Mellon) July 2007 - August 2011
ADP 2002 - 2007
Skills
Quality Assurance, Software Project..., Business Analysis, Vendor Management, Requirements Gathering, SDLC, Financial Services, Process Improvement, Business Intelligence, Visio, Relationship Management, CRM, PMO
Education
Providence College 1995 — 1999
Albridge, an Affiliate of Pershing August 2014 - Present
Albridge, an Affiliate of Pershing January 2007 - July 2014
Title Resource Group-Cendant Mortgage January 2005 - December 2006
Education
Osmania University
Bachelor's Degree, Engineering
e-Management February 2015 - Present
e-Management July 2014 - Present
Mylan July 2012 - July 2014
APCO Worldwide March 2010 - July 2012
Dow Jones June 2008 - March 2010
Albridge, an Affiliate of Pershing 2008 - 2008
BlackRock June 2004 - May 2007
Lehman Brothers 2007 - 2007
Skills
Social Media, Event Planning, Administrative..., Proposal Writing, Access, Marketing Research, Nonprofits, Media Relations, Public Relations, New Business Development, Public Policy, Marketing Communications, Crisis Communications, Business Development, Social Networking
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Science (BS)
Albridge, an Affiliate of Pershing September 2013 - Present
Dress for Success Mercer County 2012 - 2014
Desjardins September 2007 - October 2012
National Bank Financial 2001 - 2007
Instinet July 1997 - July 2000
Morgan Stanley September 1993 - July 1997
Skills
Project Management, Business Process, Process Improvement, Analysis, Business Requirements, Business Analysis, Equities, Requirements Analysis, Business Process..., Change Management, Management, Financial Services, User Acceptance Testing, Visio, MS Project, Requirements Gathering, SDLC, Derivatives, Fixed Income, Back Office, Wine Tasting, Project Planning, Documentation, Excel, Word, French, Settlement, Software Implementation, Career Counseling, Securities, PMO
Education
McGill Executive Institute
Certificate, Project Management Seminar
Technologia
Change Management Seminar
Pace University - Lubin School of Business 1988 — 1992
BBA, International Management
ThreeSigns Consultants (India) September 2014 - Present
URC Construction (P) Ltd September 2014 - Present
New Earth Nation January 2014 - Present
Penn Mutual January 2013 - July 2013
Albridge, an Affiliate of Pershing May 2012 - December 2012
Lincoln Financial Group August 2010 - April 2012
VWR International February 2010 - July 2010
UBS Investment Bank December 2008 - December 2009
Exelon 2008 - 2008
Albridge Solutions June 2006 - June 2007
Skills
Integration, SDLC, Management, Purchasing, Enterprise Software, Data Warehousing, Software Development, Software Project..., ERP Oracle, Business Process..., Business Process..., Business Process..., Data Analysis, Data Mining, Data Modeling, Cloud Storage, Campaign Management, Campaign Strategies, ETL, Business Requirements, Business Analysis, Requirements Gathering, Requirements Analysis
Education
California State University-Fresno 2003 — 2006
Master of Science (M.S.), Industrial Technology/Technician
Madras University 1999 — 2003
Bachelor of Technology (B.Tech.), Information Technology
Albridge, an Affiliate of Pershing August 2007 - Present
Albridge Solutions July 2006 - July 2007
Skills
Relationship Management, Risk Management, Financial Services, Business Analysis, SDLC, CRM, Vendor Management, Project Management, Business Intelligence
Education
University of Delaware 1993 — 1997
North Brunswick 1989 — 1993
Albridge Solutions September 2007 - Present
Albridge, an Affiliate of Pershing September 2007 - Present
CheckFree Investment Services 2003 - 2007
CheckFree 2003 - 2007
Education
City University of New York-Brooklyn College 1992 — 1998
Albridge, an Affiliate of Pershing November 2013 - Present
Albridge, an Affiliate of Pershing April 2013 - December 2013
Albridge, an Affiliate of Pershing August 2012 - March 2013
Albridge, an Affiliate of Pershing August 2011 - January 2013
Albridge, an Affiliate of Pershing June 2006 - August 2011
Merrill Lynch 2004 - 2006
Covance June 1999 - October 2003
Skills
SQL, SQL Server, Oracle SQL, SDLC, Business Analysis, Oracle, ETL, Data Analysis, Access, Requirements Gathering, Business Intelligence, Process Improvement, Project Management, Data Warehousing, PL/SQL, Software Project..., Requirements Analysis, Analysis, Visio, Data Management, SOA, Agile Methodologies, Management, Integration, Data Quality, Linux, Relational Databases, Perl, Windows, HTML, Leadership, Team Building, Business Requirements, Financial Services, Data Governance, Solution Architecture, Investment Management, User Acceptance Testing, Product Management, Trading Systems, Business Process, Fixed Income, Relationship Management, Corporate Actions, Series 7, Securities, Portfolio Management, Mutual Funds, Equities, Team Leadership
Education
Ramapo College of New Jersey 1997 — 1999
BS, Business Administration
Mercer County Community College 1994 — 1996
AS, Business Administration
SEI August 2012 - Present
Albridge, an Affiliate of Pershing November 2009 - August 2012
Albridge, an Affiliate of Pershing March 2008 - November 2009
Albridge, an Affiliate of Pershing March 2006 - March 2008
Rome Properties, Inc. December 2002 - March 2006
SunGard Data Systems November 2001 - December 2002
Ameriway Financial Services August 2000 - September 2001
Diamond State Financial Group May 1997 - February 1998
Skills
Enterprise Software, Project Management, Business Analysis, SDLC, SQL, Relationship Management, Process Improvement, Mutual Funds, Program Management, Databases, Management, Training, Vendor Management, Software Documentation, Requirements Gathering
Education
University of Delaware 1998 — 2000
MBA, Business Administration
University of Delaware 1993 — 1997
BA, Finance
Magellan Search & Staffing May 2015 - Present
Albridge, an Affiliate of Pershing April 2011 - May 2015
Albridge, an Affiliate of Pershing March 2009 - July 2011
Albridge Solutions October 2007 - March 2009
Prudential Financial June 2006 - October 2007
Skills
Relationship Management, Financial Services, Mutual Funds
Education
Rider University 2002 — 2006
Bachelor of Science (BS), Finance, General
Albridge, an Affiliate of Pershing November 2008 - Present
Albridge Solutions October 2003 - November 2008
Thomson 2000 - 2003
Skills
Financial Services, Relationship Management, Vendor Management, Net Promoter Score, Business Analysis, Process Improvement, Trading Systems, CRM, Operations Process..., Data Operations, Incident Management, ITIL Process, Business Continuity, IT Operations, Management, Leadership, Market Data, Data Center, Integration, IT Strategy
Education
Coastal Carolina University 1995 — 1999
Bachelor of Arts (BA), American History (United States)
Coastal Carolina University 1995 — 1999
Bachelor of Arts (B.A.), History
Bank of New York Mellon 2010 - Present
Albridge, an Affiliate of Pershing, A BNY Mellon Company 2010 - Present
PNC Financial Services Group 2008 - Present
PNC Financial Services Group/Albridge 2008 - Present
Albridge Solutions January 2006 - Present
Albridge, an Affiliate of Pershing 2006 - Present
Genomics Institute of the Novartis Research Foundation 2003 - 2005
Education
The University of Stirling 1978 — 1981
Batchelor of Science, Compuer Science
Charles Schwab October 2014 - Present
Albridge, an Affiliate of Pershing February 2005 - July 2014
TD Waterhouse Investor Services January 2003 - February 2005
Skills
Treasury, Portfolio Management, Financial Services, Relationship Management, Mutual Funds, Equities, Fixed Income, Bonds, Investments, Series 7, Wealth Management, Requirements Gathering, Financial Advisory, CRM, Securities, Asset Management, Series 63, Retirement Planning
Education
Rutgers University-New Brunswick 1995 — 1999
Bachelor's Degree, Economics
Burnt Hill Sports 2006 - Present
Odyssey Financial Technologies 2008 - 2010
Albridge, an Affiliate of Pershing 2005 - 2008
Scivantage 2004 - 2005
Mantas 2002 - 2004
Concrete, Inc 2001 - 2002
Reuters America LLC 1994 - 2001
Skills
Product Management, Account Management, Solution Selling, Enterprise Software, Wealth Management..., Financial Services, Sales Management, New Business Development, Business Analysis, Business Development, Professional Services, Business Intelligence, Product Marketing
Education
Cornell University - S.C. Johnson Graduate School of Management 1984 — 1986
MBA, Finance and Marketing
San Jose State University 1981 — 1983
Bachelor of Science (BS), Business
Albridge, an Affiliate of Pershing September 2008 - Present
CMI Management, Inc. May 2000 - June 2008
Alcatel-Lucent 2000 - 2008
Skills
Perl, Shell Scripting, Java, Ant, Weblogic, PL/SQL, Subversion, Tortoise SVN, Full SDLC
Education
New Jersey Institute of Technology 1992 — 1994
Master of Science (MS), Electrical Engineering
Albridge, an Affiliate of Pershing November 2011 - Present
Chase Investment Services April 2010 - November 2011
Raymond James Financial November 2006 - June 2009
Wells Real Estate Funds March 2004 - March 2006
Schwab Institutional October 1998 - March 2004
Charles Schwab 1995 - 1998
Skills
Business Development, Sales, Investments, Management, Financial Services, Finance, Portfolio Management, Sales Operations, Mutual Funds, Wealth Management, Series 63, Series 7, Securities, Investment Advisory, Relationship Management, Alternative Investments, Asset Management, Asset Allocation, FINRA, Financial Advisory, Fixed Income, Equities, Series 24, Retirement Planning, Investment Management
Education
Syracuse University - Martin J. Whitman School of Management 1983 — 1987
BS, Finance
Billtrust March 2015 - Present
Billtrust May 2013 - Present
Albridge, an Affiliate of Pershing September 2007 - May 2013
Merrill Lynch May 2005 - September 2007
Merrill Lynch March 2003 - May 2005
Bell Atlantic YP 1998 - 1999
Skills
Financial Services, Wealth Management, Vendor Management, Relationship Management, Business Analysis, Business Process..., Product Management, Process Improvement, CRM, Management, Risk Management, Requirements Gathering, Strategy, Superior Client Service, Leadership, Customer Service, Team Building
Education
Penn State University 1993 — 1997
BS, Biology
Albridge, an Affiliate of Pershing March 2012 - Present
MetLife June 2010 - March 2012
Merrill Lynch June 2004 - June 2010
JNJ February 2003 - June 2004
Education
Rutgers University-New Brunswick 2005 — 2008
MBA, Management and Global Business
The College of New Jersey 2000 — 2004
BS, Information Systems, Computer Science
Sayreville High School
Scivantage March 2015 - Present
Albridge Solutions April 2008 - March 2015
Albridge, an Affiliate of Pershing 2007 - March 2015
Albridge Solutions October 2007 - April 2008
JPMC June 1999 - October 2007
Skills
Unix, Business Process, SDLC, Release Management, Data Quality, Operational Risk..., Operational Efficiency, Quality Control, Data Management, System Design, Leadership Development, Professional Mentoring, Problem Management
Education
Franklin & Marshall College 1987 — 1991
BA, Mathematics & Computer Science
Liaison Technologies July 2012 - Present
Albridge, an Affiliate of Pershing September 2007 - July 2012
Bear Stearns October 2006 - August 2007
Skills
J2EE Application..., JavaScript, Web Services, Spring, XML, Java Enterprise Edition, Tomcat, SDLC, SOA, Hibernate, Ant
Education
Shivaji University 1999 — 2002
MCA, Computers
Osmania University 1996 — 1999
BSc. Computers, Computers, Statics and Maths
Albridge, an Affiliate of Pershing December 2011 - Present
OM Ships International March 2009 - March 2010
Citigroup April 1997 - June 2007
UPS January 1994 - April 1997
Skills
Data Analysis, Wealth Reporting, Project Management, Business Requirements, Management, Process Improvement, Software Development, SQL, Vendor Management, SharePoint, Requirements Analysis, Business Intelligence, Requirements Gathering, User Acceptance Testing, Business Analysis, Software Project..., Analysis, Financial Services, Business Process..., Visio, SDLC, Integration, Equities
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance
New Jersey Institute of Technology 1995 — 1996
M.S, Computer Science
BlackRock August 2012 - Present
Albridge, an Affiliate of Pershing November 2008 - August 2012
Marlabs Inc 2006 - 2008
New Jersey State Police 2003 - 2006
Prosoftnet Corporation February 2001 - October 2003
W J Towell LLC 1997 - 2001
FCI OCL Informatics 1995 - 1997
Skills
SOA, Java Enterprise Edition, Oracle, Spring, PL/SQL, UML, Web Services, SDLC, Solution Architecture, Hibernate, Databases, JavaScript, Java, Enterprise Architecture, Enterprise Software, Core Java, Struts, Architecture, Tomcat, Agile Methodologies, REST, SOAP, EJB, Scala, Software Project..., Distributed Systems, Shell Scripting, Ant, JMS, JSON, OOP, JBoss Application Server, Unix Shell Scripting, Oracle Coherence, Akka, DDD, Unix, Design Patterns, Weblogic, Application Architecture, Test Driven Development, Sybase, Perl, Application Performance..., Solaris, Python, Machine Learning, Mobile Applications, Swift, iOS Development
Education
Mangalore University 1991 — 1995
BS, Computer Engineering
Marshall, Dennehey, Warner, Coleman & Goggin 2008 - Present
Albridge, an Affiliate of Pershing 2005 - 2008
Skills
SharePoint
Education
Chubb Institute 2000 — 2000
Certificate, Computer Programming
Penn State University 1980 — 1984
BS, Mechanical Engineering
Albridge, an Affiliate of Pershing August 2010 - Present
Education
Guru Nanak Dev University
Bachelor, Computer Applications
University of Bradford
Master of Science, Computing
Albridge, an Affiliate of Pershing October 2011 - Present
iNautix (USA) LLC December 2005 - October 2012
Pershing May 2000 - December 2008
Skills
Business Analysis, SDLC, Software Project..., Vendor Management, Enterprise Software, Analysis, Business Strategy, Product Management, Pre-sales, Requirements Analysis, Business Intelligence, Requirements Gathering, Program Management, IT Strategy, Integration, Solution Architecture, Business Process..., Enterprise Architecture, Outsourcing, Project Portfolio..., Software Development
Education
Indian Institute of Management, Bangalore 1998 — 2000
MBA, Finance, INformation Systems
Indian Institute of Technology, Kharagpur 1994 — 1998
Bachelor of Engineering (B.E.), Instrumentation
Little flower junior college 1992 — 1994
BHEL HSS 1982 — 1992
Albridge, an Affiliate of Pershing November 2014 - Present
MetLife Financial Services October 2004 - August 2014
Skills
Insurance, Strategic Planning, Mutual Funds, Leadership, Fixed Annuities, Management, FINRA, Sales, Financial Advisory, New Business Development, Investments, Securities, Budgets, Executive Management, Risk Management, Financial Services, Series 7
Education
University of Pennsylvania - The Wharton School 2009 — 2010
CRCP, Compliance - Financial Services
Susquehanna International Group, LLP (SIG) July 2013 - Present
Albridge, an Affiliate of Pershing March 2010 - June 2013
JP Morgan Chase October 2009 - February 2010
Esurance September 2008 - August 2009
Primesoft India May 2006 - August 2007
Skills
QTP, SDLC, Quality Center, Quality Assurance, LoadRunner, SQL, Test Automation, Agile Methodologies, Business Requirements, Regression Testing, Oracle, Requirements Analysis, Requirements Gathering, Software Quality..., Test Planning, Unix, User Acceptance Testing
Education
Indiana University of Pennsylvania 2006 — 2008
MBA, finance
JNT University 2001 — 2005
Bachelor of Technology, Electrical and Electronics
Albridge, an Affiliate of Pershing May 2002 - Present
Albridge Solutions 2002 - Present
Teleglobe June 1999 - August 2001
CGI December 1995 - June 1999
Skills
Enterprise Software, Software Project..., Data Quality, Business Analysis
Education
McGill University 1990 — 1995
BSc, Computer Science & Psychology
Wyndham Worldwide May 2013 - Present
Albridge, an Affiliate of Pershing May 2011 - April 2013
Citigroup May 2007 - May 2011
Skills
Core Java, J2EE Application..., Spring, Struts, Hibernate 3.1, Ext JS, JSON-RPC, jQuery, JSP, Hibernate, Java Enterprise Edition, Oracle, PL/SQL, SDLC, SQL, Sybase
Education
Mumbai University
Bachelor's degree, Computer Engineering
Albridge, an Affiliate of Pershing August 2012 - Present
Dow Jones February 2012 - June 2012
UBS Wealth Management January 2012 - January 2012
Dow Jones March 2011 - June 2011
JPMorgan Chase August 2007 - August 2009
Prudential Financial June 2004 - May 2007
Skills
Fixed Income, Analysis, Financial Services, Equities, Bloomberg, Mutual Funds, Finance, Business Analysis, Banking, Suite, Project Management, Accounting, Software Documentation
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor Of Arts, Economics
Albridge, an Affiliate of Pershing May 2013 - Present
Albridge, an Affiliate of Pershing March 2010 - April 2013
Albridge, an Affiliate of Pershing March 2009 - February 2010
Albridge, an Affiliate of Pershing September 2008 - February 2009
Merrill Lynch November 2006 - May 2008
Skills
Relationship Management, Financial Services, Series 7, Securities, Mutual Funds, Series 63, Equities, Customer Service, Wealth Management, Financial Technology, Series 66, Call Center Technology, Call Center Management, Wealth Management..., CRM, Account Management, Sales, Written & Oral..., Enterprise Software, Consultative Approach, Consolidated Financial..., Consolidated Reporting, Performance Reporting, Business Analysis, Vendor Management, Portfolio Management, Process Improvement, Data Analysis
Education
Muhlenberg College 2000 — 2004
Bachelor's degree, Computer Science
Albridge, an Affiliate of Pershing 2008 - Present
Comcast 2007 - 2007
Citi 2005 - 2007
JPMorgan Chase 2005 - 2005
Skills
QTP, User Acceptance Testing, SDLC, Test Automation, Quality Center, Agile Methodologies, Requirements Analysis, Test Planning, Unix, Regression Testing, Requirements Gathering, Quality Assurance, Test Management, SQL, Software Quality..., Software Project..., Oracle, Data Warehousing, XML, Test Strategy, Process Improvement, Informatica, CMMI, Visio, PL/SQL, Databases, Integration, SOA, Business Analysis, Testing, PMP, SharePoint
Education
University of Madras 1999 — 2003
Bachelor's degree, Electrical, Electronics and Communications Engineering