Atlantic Fund Services
Industry: Company
DescriptionFounded: 2007
Atlantic Fund Services List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Atlantic Fund Services. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Atlantic Fund Services Salaries. You can even request information on how much does Atlantic Fund Services pay if you want to. Learn about salaries, pros and cons of working for Atlantic Fund Services directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
26 Atlantic Fund Services employees in database. Find out everything there's to know about Atlantic Fund Services employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Atlantic Fund Services Employees
Employee
Years
Job
Industry
Stephen Lamontagne Stephen Lamontagne's Atlantic Fund Services Experience January 2015 - Present
Job System Administrator at Atlantic Fund Services
Industry Computer Networking
Experience
Atlantic Fund Services January 2015 - Present
CA Technologies November 2013 - January 2015
Atlantic Fund Services March 2011 - October 2013
Ledgewood Construction 2006 - 2011
Skills
Disaster Recovery, Vendor Management, System Administration, SharePoint, Active Directory, VMware, Servers, Business Analysis, Windows Server, Data Center, Virtualization, IT Management, IT Operations, ITIL, Infrastructure, System Deployment
Education
New England Institute of Technology
SMTC
Atlantic Fund Services January 2015 - Present
CA Technologies November 2013 - January 2015
Atlantic Fund Services March 2011 - October 2013
Ledgewood Construction 2006 - 2011
Skills
Disaster Recovery, Vendor Management, System Administration, SharePoint, Active Directory, VMware, Servers, Business Analysis, Windows Server, Data Center, Virtualization, IT Management, IT Operations, ITIL, Infrastructure, System Deployment
Education
New England Institute of Technology
SMTC
Olivia Hallstein Olivia Hallstein's Atlantic Fund Services Experience September 2014 - Present
Job Fund Accountant at Atlantic Fund Services
Industry Accounting
Experience
Atlantic Fund Services September 2014 - Present
Self-Employed December 2013 - Present
Self-Employed Tutor November 2012 - Present
Falmouth Public Schools October 2012 - September 2014
McLeod Ascanio January 2009 - May 2011
Skills
Financial Audits, Coaching, Microsoft Excel, Time Management, Tax Preparation, Sports, Accounting, Tax, Auditing, Financial Analysis, Financial Modeling, Nonprofits, Finance, Financial Reporting, QuickBooks, Financial Accounting, Research, Teamwork, Small Business, Analysis
Education
Harvard Extension School 2009 — 2011
Master of Liberal Arts, Management, Concentration in Finance, Accounting and Finance
University of Southern Maine - School of Business 2005 — 2009
Bachelor of Accounting and Finance, concentration in Accounting
Atlantic Fund Services September 2014 - Present
Self-Employed December 2013 - Present
Self-Employed Tutor November 2012 - Present
Falmouth Public Schools October 2012 - September 2014
McLeod Ascanio January 2009 - May 2011
Skills
Financial Audits, Coaching, Microsoft Excel, Time Management, Tax Preparation, Sports, Accounting, Tax, Auditing, Financial Analysis, Financial Modeling, Nonprofits, Finance, Financial Reporting, QuickBooks, Financial Accounting, Research, Teamwork, Small Business, Analysis
Education
Harvard Extension School 2009 — 2011
Master of Liberal Arts, Management, Concentration in Finance, Accounting and Finance
University of Southern Maine - School of Business 2005 — 2009
Bachelor of Accounting and Finance, concentration in Accounting
Adam Waldstein, Esq. Adam Waldstein, Esq.'s Atlantic Fund Services Experience April 2015 - Present
Job Associate Counsel at Atlantic Fund Services
Industry Investment Management
Experience
Atlantic Fund Services April 2015 - Present
Boston Law Firms August 2010 - April 2015
Electric Insurance Company, a General Electric Affiliate 2014 - October 2014
Scarborough School Department 2005 - 2010
Rhode Island Office of the Public Defender 2007 - 2007
Skills
Legal Research, Legal Writing, Negotiation, Corporate Governance, Securities, Securities Litigation, Securities Regulation, Securities Act of 1933, Securities Exchange Act..., 1940 Act, Investment Company Act, Investment Advisers Act, Registered Investment..., FINRA, CTFC, Insider Trading, 10b-5, Intermediary Agreements, Derivatives, Beneficial Ownership..., 15(c) Process, ISDA, Dodd-Frank, Volker Rule, Anti Money Laundering
Education
Boston University School of Law 2005 — 2008
Juris Doctor, Business and Financial Law
Stonehill College 2003 — 2005
BA, cum laude, Double Major in Philosophy and English
Atlantic Fund Services April 2015 - Present
Boston Law Firms August 2010 - April 2015
Electric Insurance Company, a General Electric Affiliate 2014 - October 2014
Scarborough School Department 2005 - 2010
Rhode Island Office of the Public Defender 2007 - 2007
Skills
Legal Research, Legal Writing, Negotiation, Corporate Governance, Securities, Securities Litigation, Securities Regulation, Securities Act of 1933, Securities Exchange Act..., 1940 Act, Investment Company Act, Investment Advisers Act, Registered Investment..., FINRA, CTFC, Insider Trading, 10b-5, Intermediary Agreements, Derivatives, Beneficial Ownership..., 15(c) Process, ISDA, Dodd-Frank, Volker Rule, Anti Money Laundering
Education
Boston University School of Law 2005 — 2008
Juris Doctor, Business and Financial Law
Stonehill College 2003 — 2005
BA, cum laude, Double Major in Philosophy and English
Patricia Fields Patricia Fields's Atlantic Fund Services Experience June 2008 - September 2013
Job Account Manager at Stone Coast Fund Services
Industry Financial Services
Experience
Stone Coast Fund Services December 2013 - Present
Atlantic Fund Services June 2008 - September 2013
Citi 2003 - 2008
Forum Financial Group October 2001 - 2003
Skills
Fund Accounting, Account Reconciliation, Portfolio Management
Education
University of Washington 1995 — 1997
Bachelor of Arts (BA), American/United States Studies/Civilization
Santa Rosa Junior College 1992 — 1994
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Stone Coast Fund Services December 2013 - Present
Atlantic Fund Services June 2008 - September 2013
Citi 2003 - 2008
Forum Financial Group October 2001 - 2003
Skills
Fund Accounting, Account Reconciliation, Portfolio Management
Education
University of Washington 1995 — 1997
Bachelor of Arts (BA), American/United States Studies/Civilization
Santa Rosa Junior College 1992 — 1994
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Greg Surette Greg Surette's Atlantic Fund Services Experience July 2015 - Present
Job CPA, Senior Administration Specialist Tax at Atlantic Fund Services
Industry Accounting
Experience
Atlantic Fund Services July 2015 - Present
UMB Fund Services January 2012 - July 2015
Caufield & Flood January 2011 - January 2012
The University of Texas at El Paso January 2008 - May 2010
Con Edison January 2003 - January 2005
US Navy November 1998 - April 2002
Skills
Research, Analysis, Microsoft Word, Income Tax, Mutual Funds, Microsoft Excel, Training, Creative Problem Solving, Partnership Taxation, Data Analysis, Investments, Team Leadership, Team Building, Strategic Planning, Project Planning, Quality Assurance, Forecasting, Public Speaking, Testing
Education
The University of Texas at El Paso 2007 — 2010
MAcc, Accounting/Tax
University of New Hampshire 1996 — 1998
BS, Biology
Tufts University 1994 — 1995
Biology
Atlantic Fund Services July 2015 - Present
UMB Fund Services January 2012 - July 2015
Caufield & Flood January 2011 - January 2012
The University of Texas at El Paso January 2008 - May 2010
Con Edison January 2003 - January 2005
US Navy November 1998 - April 2002
Skills
Research, Analysis, Microsoft Word, Income Tax, Mutual Funds, Microsoft Excel, Training, Creative Problem Solving, Partnership Taxation, Data Analysis, Investments, Team Leadership, Team Building, Strategic Planning, Project Planning, Quality Assurance, Forecasting, Public Speaking, Testing
Education
The University of Texas at El Paso 2007 — 2010
MAcc, Accounting/Tax
University of New Hampshire 1996 — 1998
BS, Biology
Tufts University 1994 — 1995
Biology
Megan Koehler Megan Koehler's Atlantic Fund Services Experience April 2008 - August 2014
Job Vice President & Senior Counsel at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company August 2014 - Present
Atlantic Fund Services April 2008 - August 2014
Citi February 2007 - March 2008
Skills
Hedge Funds, Securities
Education
University of Maine School of Law
Juris Doctorate
University of California, Berkeley
Bachelor of Arts (B.A.), American/U.S. Law/Legal Studies/Jurisprudence
ALPS, A DST Company August 2014 - Present
Atlantic Fund Services April 2008 - August 2014
Citi February 2007 - March 2008
Skills
Hedge Funds, Securities
Education
University of Maine School of Law
Juris Doctorate
University of California, Berkeley
Bachelor of Arts (B.A.), American/U.S. Law/Legal Studies/Jurisprudence
Corey Hotham Corey Hotham's Atlantic Fund Services Experience January 2015 - Present
Job Senior Fund Accountant at Atlantic Fund Services
Industry Financial Services
Experience
Atlantic Fund Services January 2015 - Present
Education
University of Maine 2007 — 2012
B.S. and B.A, Double; Finance and Political Science, 3.59
Atlantic Fund Services January 2015 - Present
Education
University of Maine 2007 — 2012
B.S. and B.A, Double; Finance and Political Science, 3.59
Kevin MacDowell Kevin MacDowell's Atlantic Fund Services Experience August 2013 - Present
Job Regulatory Administration Specialist at Atlantic Fund Services
Industry Financial Services
Experience
Atlantic Fund Services August 2013 - Present
Shain Library, Connecticut College September 2009 - May 2013
PowerPay May 2012 - August 2012
Go! The Game Store June 2010 - August 2010
Skills
Microsoft Office, Stata, Microsoft Excel, Microsoft Word, PowerPoint, Excellent Communication..., Strong Reseach Skills, Strong Writing and..., Customer Service, Teamwork
Education
Connecticut College 2009 — 2013
Bachelor of Arts (B.A.), Economics and History
Deering High School 2005 — 2009
Atlantic Fund Services August 2013 - Present
Shain Library, Connecticut College September 2009 - May 2013
PowerPay May 2012 - August 2012
Go! The Game Store June 2010 - August 2010
Skills
Microsoft Office, Stata, Microsoft Excel, Microsoft Word, PowerPoint, Excellent Communication..., Strong Reseach Skills, Strong Writing and..., Customer Service, Teamwork
Education
Connecticut College 2009 — 2013
Bachelor of Arts (B.A.), Economics and History
Deering High School 2005 — 2009
Trisha Doyon Trisha Doyon's Atlantic Fund Services Experience July 2013 - Present
Job Manager, Financial Administration at Atlantic Fund Services
Industry Financial Services
Experience
Atlantic Fund Services July 2013 - Present
Atlantic Fund Services July 2008 - July 2013
Citigroup GTS February 2004 - June 2008
Forum Financial Group July 2002 - October 2003
Education
Thomas College
Bachelor of Science (B.S.), Business Administration
Wisdom High School 1994 — 1998
Atlantic Fund Services July 2013 - Present
Atlantic Fund Services July 2008 - July 2013
Citigroup GTS February 2004 - June 2008
Forum Financial Group July 2002 - October 2003
Education
Thomas College
Bachelor of Science (B.S.), Business Administration
Wisdom High School 1994 — 1998
Steve Andreades's Atlantic Fund Services Experience November 2014 - Present
Job Financial Reporting Specialist at Atlantic Fund Services
Industry Financial Services
Experience
Atlantic Fund Services November 2014 - Present
Atlantic Fund Services October 2013 - November 2014
Bangor Savings Bank June 2013 - October 2013
Business Equipment Unlimited December 2010 - February 2011
Skills
Loans, Customer Service, Mutual Funds, Leadership, Jack Henry, Teamwork, Securities, Analysis, Annual Reports, Microsoft Excel, Financial Statements, Fact Sheets, Enterprise Software, Confluence, Data Analysis, Highly detail oriented, Retail Banking, Microsoft Word, PowerPoint
Education
University of Maine 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Atlantic Fund Services November 2014 - Present
Atlantic Fund Services October 2013 - November 2014
Bangor Savings Bank June 2013 - October 2013
Business Equipment Unlimited December 2010 - February 2011
Skills
Loans, Customer Service, Mutual Funds, Leadership, Jack Henry, Teamwork, Securities, Analysis, Annual Reports, Microsoft Excel, Financial Statements, Fact Sheets, Enterprise Software, Confluence, Data Analysis, Highly detail oriented, Retail Banking, Microsoft Word, PowerPoint
Education
University of Maine 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Lucas Hannigan Lucas Hannigan's Atlantic Fund Services Experience June 2008 - Present
Job Senior Dealer Service Representative at Atlantic Fund Services
Industry Financial Services
Experience
Atlantic Fund Services June 2008 - Present
Citi December 2003 - November 2007
Skills
Customer Service, Microsoft Office, Financial Analysis, Leadership, Financial Services
Education
St. Joseph's College (ME) 1999 — 2003
Bachelor's Degree, Sports Management
Atlantic Fund Services June 2008 - Present
Citi December 2003 - November 2007
Skills
Customer Service, Microsoft Office, Financial Analysis, Leadership, Financial Services
Education
St. Joseph's College (ME) 1999 — 2003
Bachelor's Degree, Sports Management
Gino E. Malaspina, Esq.'s Atlantic Fund Services Experience July 2014 - Present
Job Senior Counsel at Atlantic Fund Services
Industry Investment Management
Experience
Atlantic Fund Services July 2014 - Present
Cipperman & Company, LLC and Cipperman Compliance Services, LLC October 2010 - June 2014
Stradley Ronon July 2007 - July 2010
PNC Global Investment Servicing April 2005 - July 2007
Drinker Biddle & Reath LLP 1991 - 2005
Skills
mutual fund and adviser..., securities law, Investment company..., Investments, Mutual Funds, Securities Regulation, Securities, Corporate Governance, Corporate Law, Due Diligence, Mergers & Acquisitions, Legal Research, Investment Company Act, Asset Management, Investment Management
Education
Widener University School of Law 2003 — 2008
JD, Law
Albright College 1986 — 1990
Bachelor of Arts (BA), Political Science
Upper Darby 1982 — 1986
Upper Darby
Atlantic Fund Services July 2014 - Present
Cipperman & Company, LLC and Cipperman Compliance Services, LLC October 2010 - June 2014
Stradley Ronon July 2007 - July 2010
PNC Global Investment Servicing April 2005 - July 2007
Drinker Biddle & Reath LLP 1991 - 2005
Skills
mutual fund and adviser..., securities law, Investment company..., Investments, Mutual Funds, Securities Regulation, Securities, Corporate Governance, Corporate Law, Due Diligence, Mergers & Acquisitions, Legal Research, Investment Company Act, Asset Management, Investment Management
Education
Widener University School of Law 2003 — 2008
JD, Law
Albright College 1986 — 1990
Bachelor of Arts (BA), Political Science
Upper Darby 1982 — 1986
Upper Darby
David Faherty - JD/MBA's Atlantic Fund Services Experience March 2009 - April 2014
Job Absolute Investment Advisers LLC
Industry Investment Management
Experience
Absolute Investment Advisers LLC April 2014 - Present
Atlantic Fund Services March 2009 - April 2014
Citi Fund Services June 2007 - March 2009
Investors Bank & Trust April 2006 - June 2007
Skills
Mutual Funds, Securities, Financial Services, Hedge Funds, AML, SEC, Corporate Governance, Alternative Investment..., Securities Regulation, Fund Administration, Fund Of Funds, Business Development, Management Of Outside...
Education
University of Pennsylvania 1988 — 1992
B.A., History
Suffolk University Law School 2002 — 2005
J.D., Financial Services
Suffolk University - Sawyer School of Management 2003 — 2006
M.B.A.
Absolute Investment Advisers LLC April 2014 - Present
Atlantic Fund Services March 2009 - April 2014
Citi Fund Services June 2007 - March 2009
Investors Bank & Trust April 2006 - June 2007
Skills
Mutual Funds, Securities, Financial Services, Hedge Funds, AML, SEC, Corporate Governance, Alternative Investment..., Securities Regulation, Fund Administration, Fund Of Funds, Business Development, Management Of Outside...
Education
University of Pennsylvania 1988 — 1992
B.A., History
Suffolk University Law School 2002 — 2005
J.D., Financial Services
Suffolk University - Sawyer School of Management 2003 — 2006
M.B.A.
Mark D. Moyer's Atlantic Fund Services Experience September 2012 - Present
Job Senior Financial Executive
Industry Nonprofit Organization Management
Experience
M D Moyer & Co. October 2011 - Present
Atlantic Fund Services September 2012 - Present
Fairfield University September 2012 - December 2012
Institute of International Education October 2008 - September 2011
Ziff Davis Media Inc. October 2005 - June 2008
Intelsat Ltd. March 2004 - June 2005
Equant N.V. June 2001 - December 2003
Equant N.V. June 2000 - June 2002
Ziff-Davis Inc. October 1995 - May 2000
ITT Corporation August 1990 - October 1995
Skills
Financial Reporting, Internal Controls, Forecasting, Process Improvement, Managerial Finance, Financial Analysis, Corporate Finance, Leadership, Finance, Mergers, Accounting, Nonprofits, Budgets, Mergers & Acquisitions, Project Planning, Due Diligence, Financial Modeling, Change Management
Education
New York University 1985 — 1988
MBA
University of Notre Dame 1977 — 1981
BBA
M D Moyer & Co. October 2011 - Present
Atlantic Fund Services September 2012 - Present
Fairfield University September 2012 - December 2012
Institute of International Education October 2008 - September 2011
Ziff Davis Media Inc. October 2005 - June 2008
Intelsat Ltd. March 2004 - June 2005
Equant N.V. June 2001 - December 2003
Equant N.V. June 2000 - June 2002
Ziff-Davis Inc. October 1995 - May 2000
ITT Corporation August 1990 - October 1995
Skills
Financial Reporting, Internal Controls, Forecasting, Process Improvement, Managerial Finance, Financial Analysis, Corporate Finance, Leadership, Finance, Mergers, Accounting, Nonprofits, Budgets, Mergers & Acquisitions, Project Planning, Due Diligence, Financial Modeling, Change Management
Education
New York University 1985 — 1988
MBA
University of Notre Dame 1977 — 1981
BBA
Nell-Garwood (MacEachern) Garvey's Atlantic Fund Services Experience May 2008 - February 2011
Job Parent at Home in Monroe, Louisiana
Industry Government Administration
Experience
Monroe, Louisiana August 2012 - Present
State of Maine Bureau of Consumer Credit Protection December 2011 - August 2012
Atlantic Fund Services May 2008 - February 2011
Citi July 2007 - April 2008
Lee International September 2006 - December 2006
Office of the Attorney General June 2005 - August 2005
Volunteer Lawyers Project June 2004 - September 2004
National City Bank January 2003 - August 2003
Ohio Citizen Action June 2002 - December 2002
Education
University of Maine School of Law 2003 — 2006
Juris Doctor
Bowling Green State University 1999 — 2001
Master of Arts, French Language and Literature
Mary Washington College 1992 — 1994
Bachelor of Arts, French
Monroe, Louisiana August 2012 - Present
State of Maine Bureau of Consumer Credit Protection December 2011 - August 2012
Atlantic Fund Services May 2008 - February 2011
Citi July 2007 - April 2008
Lee International September 2006 - December 2006
Office of the Attorney General June 2005 - August 2005
Volunteer Lawyers Project June 2004 - September 2004
National City Bank January 2003 - August 2003
Ohio Citizen Action June 2002 - December 2002
Education
University of Maine School of Law 2003 — 2006
Juris Doctor
Bowling Green State University 1999 — 2001
Master of Arts, French Language and Literature
Mary Washington College 1992 — 1994
Bachelor of Arts, French
Jessica Chase's Atlantic Fund Services Experience December 2008 - Present
Job Senior Vice President Business Development at Atlantic Fund Services
Industry Financial Services
Experience
Atlantic Fund Services December 2008 - Present
Atlantic Fund Services January 2008 - December 2008
Citigroup August 2005 - December 2007
Citigroup November 2003 - August 2005
Forum Financial Group July 2001 - November 2003
Fidelity Investments September 1999 - July 2001
Fidelity Investments June 1996 - September 1999
The Bank of New York February 1994 - June 1996
Skills
Mutual Funds, Financial Services, Hedge Funds, Fund Accounting, Securities, Business Analysis, Financial Analysis, Asset Managment, Equities, Vendor Management, Portfolio Management, Relationship Management, Fixed Income, Investments, Fund Administration
Education
University of Maine 1991 — 2001
Bachelor of Science, Accounting
Atlantic Fund Services December 2008 - Present
Atlantic Fund Services January 2008 - December 2008
Citigroup August 2005 - December 2007
Citigroup November 2003 - August 2005
Forum Financial Group July 2001 - November 2003
Fidelity Investments September 1999 - July 2001
Fidelity Investments June 1996 - September 1999
The Bank of New York February 1994 - June 1996
Skills
Mutual Funds, Financial Services, Hedge Funds, Fund Accounting, Securities, Business Analysis, Financial Analysis, Asset Managment, Equities, Vendor Management, Portfolio Management, Relationship Management, Fixed Income, Investments, Fund Administration
Education
University of Maine 1991 — 2001
Bachelor of Science, Accounting
Lance Vallee's Atlantic Fund Services Experience 2011 - Present
Job Software Developer
Industry Construction
Experience
Atlantic Fund Services 2011 - Present
Skills
Construction, Microsoft Excel
Education
Bentley University 1986 — 1990
Atlantic Fund Services 2011 - Present
Skills
Construction, Microsoft Excel
Education
Bentley University 1986 — 1990
Timothy Bowden's Atlantic Fund Services Experience June 2008 - Present
Job Manager at Atlantic Fund Services
Industry Financial Services
Deb Carson's Atlantic Fund Services Experience November 2013 - December 2014
Job Accounting Manager at System Logistics
Industry Logistics and Supply Chain
Experience
SYSTEM LOGISTICS January 2015 - Present
Atlantic Fund Services November 2013 - December 2014
Alere, Inc. January 2012 - November 2013
Delhaize America September 2010 - January 2012
Hannaford Bros. Co. July 2007 - October 2010
Hannaford Bros. Co. 2005 - 2007
Baker Newman & Noyes January 2003 - October 2005
Skills
Financial Reporting, Accounting, SOX, Budgeting, Forecasting, Analysis, Compliance, Leadership, Internal Audit, Sarbanes-Oxley Act, Cash Flow, Account Reconciliation, Process Improvement, Management, Internal Controls, Budgets, Business Analysis, Auditing, Retail, Analytics, Financial Analysis, Income Statement, Banking, Business Strategy, Negotiation, Financial Accounting, Finance, Cash Management, Strategy, Cross-functional Team..., Strategic Planning, General Ledger, Business Planning, Payroll, Team Leadership, Sarbanes-Oxley, Vendor Management, PeopleSoft, Mergers & Acquisitions, Risk Management, Access, Financial Modeling, Business Process..., Strategic Financial..., Essbase, Pricing, Accounts Receivable, Data Analysis, Variance Analysis, Cost Accounting
Education
University of Maine 2001 — 2002
MS, Accounting
University of Maine 1994 — 2001
BS, Business Administration
Needham High School 1990 — 1994
SYSTEM LOGISTICS January 2015 - Present
Atlantic Fund Services November 2013 - December 2014
Alere, Inc. January 2012 - November 2013
Delhaize America September 2010 - January 2012
Hannaford Bros. Co. July 2007 - October 2010
Hannaford Bros. Co. 2005 - 2007
Baker Newman & Noyes January 2003 - October 2005
Skills
Financial Reporting, Accounting, SOX, Budgeting, Forecasting, Analysis, Compliance, Leadership, Internal Audit, Sarbanes-Oxley Act, Cash Flow, Account Reconciliation, Process Improvement, Management, Internal Controls, Budgets, Business Analysis, Auditing, Retail, Analytics, Financial Analysis, Income Statement, Banking, Business Strategy, Negotiation, Financial Accounting, Finance, Cash Management, Strategy, Cross-functional Team..., Strategic Planning, General Ledger, Business Planning, Payroll, Team Leadership, Sarbanes-Oxley, Vendor Management, PeopleSoft, Mergers & Acquisitions, Risk Management, Access, Financial Modeling, Business Process..., Strategic Financial..., Essbase, Pricing, Accounts Receivable, Data Analysis, Variance Analysis, Cost Accounting
Education
University of Maine 2001 — 2002
MS, Accounting
University of Maine 1994 — 2001
BS, Business Administration
Needham High School 1990 — 1994
Vicki Horwitz's Atlantic Fund Services Experience April 2014 - July 2015
Job Legal Counsel at T. Rowe Price
Industry Law Practice
Experience
T. Rowe Price July 2015 - Present
Atlantic Fund Services April 2014 - July 2015
State Street December 2012 - April 2014
State Street December 2011 - December 2012
Harvard Legal Aid Bureau May 2010 - September 2010
Connecticut State's Attorney's Office May 2009 - August 2009
Skills
SEC filings, Board Governance, 1940 Act, Securities Exchange Act..., Securities Regulation, Corporate Law, Mutual Funds, BDCs, ETFs, Legal Research, Securities, Microsoft Word, Strategy, Analysis, Due Diligence, Microsoft Excel
Education
Boston College Law School 2008 — 2011
J.D., Law
Georgia State University 2004 — 2008
B.A., Philosophy, Mathametics
T. Rowe Price July 2015 - Present
Atlantic Fund Services April 2014 - July 2015
State Street December 2012 - April 2014
State Street December 2011 - December 2012
Harvard Legal Aid Bureau May 2010 - September 2010
Connecticut State's Attorney's Office May 2009 - August 2009
Skills
SEC filings, Board Governance, 1940 Act, Securities Exchange Act..., Securities Regulation, Corporate Law, Mutual Funds, BDCs, ETFs, Legal Research, Securities, Microsoft Word, Strategy, Analysis, Due Diligence, Microsoft Excel
Education
Boston College Law School 2008 — 2011
J.D., Law
Georgia State University 2004 — 2008
B.A., Philosophy, Mathametics
Keith Orlando's Atlantic Fund Services Experience May 2008 - Present
Job SVP, Finance and Human Resources
Industry Financial Services
Experience
Atlantic Fund Services May 2008 - Present
Arc One 2004 - 2008
Phillips Van-Heusen 2000 - 2004
Skills
Financial Analysis, Strategic Planning, Forecasting, Financial Modeling, Budgets, Financial Reporting, Mergers, Process Improvement, Microsoft Excel, Accounting, Finance, Investments, Asset Management, Financial Services, Banking, Mergers & Acquisitions, Management
Education
Husson University
Masters, Business Administration
University of Maine 1993 — 1998
B.S., Business Management
Camden-Rockport H.S. 1989 — 1993
University of Southern Maine
Atlantic Fund Services May 2008 - Present
Arc One 2004 - 2008
Phillips Van-Heusen 2000 - 2004
Skills
Financial Analysis, Strategic Planning, Forecasting, Financial Modeling, Budgets, Financial Reporting, Mergers, Process Improvement, Microsoft Excel, Accounting, Finance, Investments, Asset Management, Financial Services, Banking, Mergers & Acquisitions, Management
Education
Husson University
Masters, Business Administration
University of Maine 1993 — 1998
B.S., Business Management
Camden-Rockport H.S. 1989 — 1993
University of Southern Maine
Mike McKeen's Atlantic Fund Services Experience July 2008 - Present
Job Senior Manager at Atlantic Fund Administration
Industry Financial Services
Experience
Atlantic Fund Services July 2008 - Present
Citi December 2004 - July 2008
Forum Financial Group June 1993 - December 2004
Skills
Financial Services, Fund Administration, Hedge Funds, Mutual Funds, Portfolio Management, Valuation, Fund Accounting, Fixed Income, Securities, Financial Analysis
Education
University of Maine 1989 — 1993
Business, Finance
Atlantic Fund Services July 2008 - Present
Citi December 2004 - July 2008
Forum Financial Group June 1993 - December 2004
Skills
Financial Services, Fund Administration, Hedge Funds, Mutual Funds, Portfolio Management, Valuation, Fund Accounting, Fixed Income, Securities, Financial Analysis
Education
University of Maine 1989 — 1993
Business, Finance
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY