BFDS Company
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BFDS Employees
USAA February 2013 - Present
A.T. Cross Company February 2011 - February 2013
LoJack Corporation February 1989 - July 2010
BFDS June 1985 - February 1989
Skills
Executive Compensation, Succession Planning, Leadership Development, Talent Management, Performance Management, Organizational..., Employee Relations, Deferred Compensation, Employee Benefits, Compensation Structure..., HRIS, Employee Engagement, Talent Acquisition, Change Management, Strategic Planning, Benefits Administration, Human Resources, Benefits Design, Sales Compensation, Workforce Planning, Process Improvement, Incentive Programs, Executive Compensation..., Compensation & Benefit, Budgets, Executive Pay, Compensation Structures, Mergers, Program Management, Mergers & Acquisitions, Strategy, Leadership, Start-ups, Management, Recruiting, Onboarding, Payroll, Organizational Design, Analysis, FMLA, Personnel Management, Organizational..., Job Evaluation, HR Policies, College Recruiting, Labor Relations, HR Consulting, SPHR, Applicant Tracking..., Temporary Placement
Education
Northeastern University
IntelliSchool PV 2014 - 2015
EVIT Adult Education 2013 - 2014
Skyline Prep HS 2012 - 2013
Maricopa Community Colleges June 2007 - June 2012
Precision High School 2004 - 2007
Charles Schwab January 1997 - February 2001
Scudder Stevens & Clark 1994 - 1997
BFDS 1989 - 1994
Skills
Teacher Training, Instructional Design, Educational Leadership, Tutoring, Public Speaking, Curriculum Development, Instructional Technology, Classroom, Educational Technology, Higher Education, Staff Development, Adult Education, E-Learning, Program Development, Distance Learning, Teaching, Grant Writing, Vendor Management, Curriculum Design, Student Development, Student Affairs, Process Improvement, Program Management, Nonprofits, Leadership Development, Leadership, Project Management, Research, Management, Strategic Planning
Education
University of Phoenix 2008 — 2010
Master's degree, Educational Administration and Supervision
University of Phoenix 2004 — 2006
Master of Arts (M.A.), Secondary Education and Teaching
The London School of Economics and Political Science (LSE) 1972 — 1975
Bachelor of Science (BSc)
Brown Brothers Harriman May 2013 - Present
Textron January 2011 - 2013
Mass State Attorney General's Office September 2010 - December 2010
John Hancock January 2007 - January 2009
Fidelity Investments 1995 - 2007
Boston Financial Data Services January 1992 - January 1995
BFDS 1992 - 1995
Skills
Business Analysis, Business Process..., Visio, Project Management, Requirements Analysis, Testing, Quality Assurance, Access, Project Planning
Education
University of Hartford 1987 — 1991
BFA
Rhode Island School of Design 2012 — 2012
Photograhy, photography
University of Hartford
BFA, Photography
Blue Cross Blue Shield March 2012 - Present
ING (Formerly CITISTREET) March 2007 - November 2011
MetLife (Formerly New England Financial) February 2001 - March 2007
JOHN HANCOCK FUNDS December 1998 - February 2001
MARCHIEL & ASSOCIATES October 1998 - November 1998
NEW ENGLAND FUNDS September 1995 - July 1998
State Street Research March 1994 - September 1995
Colonial Investor Service Center April 1993 - March 1994
BOSTON FINANCIAL DATA SERVICES, INC November 1992 - April 1993
BFDS May 1990 - November 1992
Skills
SDLC, Process Improvement, Requirements Analysis, Business Requirements, Project Management, Analysis, Access, User Acceptance Testing, Business Process, Program Management, Requirements Gathering, SQL, Visio, Business Analysis, Testing, MS Project, Software Documentation, Business Process..., Databases, Management, Business Intelligence, SharePoint
Education
Quincy College
degree, Computer Science
State Street Global Advisors June 2012 - Present
FundQuest (Acquired by Envestnet, Inc. December 2011) January 2008 - December 2011
FundQuest January 2007 - December 2008
FundQuest January 2001 - December 2006
BFDS 1995 - 2000
Skills
SLA, Mutual Funds, Asset Management, Due Diligence, Customer Relations, Managed Accounts, Product Management, Asset Allocation, Financial Services, Relationship Management, Vendor Management, Separately Managed..., Investment Management, Investments, ETFs, Securities, Equities, Back Office, Managing Accounts, Asset Managment, Sla, Customer Service, Management, CRM, Wealth Management, Marketing, Strategic Planning, Leadership, Alternative Investments, Finance, Trading, Bloomberg, Fixed Income
Education
Georgetown University 1990 — 1994
BSBA, Business Administration
Seton Hall Prep 1986 — 1990
BFDS December 2000 - Present
Skills
Business Analysis, Requirements Gathering, Program Management, Strategic Planning
Education
Minnesota State University, Moorhead 1975 — 1979
SunGard February 2009 - Present
SunGard 1994 - 2006
Desktop Advantage 1991 - 1994
BFDS 1988 - 1991
Skills
Disaster Recovery, ITIL, Business Continuity, Vendor Management, IT Strategy, CISSP, Data Center, IT Operations, Cloud Computing, IT Service Management, IT Management, Information Security, Enterprise Architecture, Information Security..., Risk Management
Education
Northeastern University 1981 — 1986
BS, Electrical and Computer Engineering
Brookline High School 1979 — 1981
M3Sixty Administration, LLC. January 2014 - Present
M3Sixty Administration,LLC November 2011 - Present
Boston Financial May 2005 - July 2011
BFDS May 2005 - July 2011
PwC October 1993 - May 2005
Skills
Executive Management, Process Improvement, Risk Management, Accounting, Mutual Funds, CRM, Strategic Planning, Strategy, Leadership, Financial Services, Management, Auditing, Finance, Investments, Financial Analysis
Education
Missouri State University 1989 — 1993
Plattsburg High
NYU School of Medicine March 2014 - Present
NYP/Columbia Liver Transplant Program July 2006 - October 2009
NYU Medical Center June 2006 - September 2009
BFDS 1999 - 2001
Faith and Health Connection 1994 - 1996
Skills
Healthcare Management, Customer Service, Healthcare, Healthcare Information..., Hospitals, HIPAA, EMR, EHR, Managed Care, Employee Training, Medical Terminology, Medical Records, Epic Systems, Health Insurance, Insurance, Customer Satisfaction, Administrative..., Outlook, Microsoft Office, Microsoft Excel, Microsoft Word, ICD-9, Transplant
Education
Lasell College 1996 — 1998
SOMMERVILLE HIGH SCHOOL 1992 — 1996
DIPLOMA
Fidelity Investments August 2007 - Present
Fidelity Investments August 2007 - Present
BFDS 2002 - 2007
Skills
Retirement, Mutual Funds, Series 63, 401k
Education
Bridgewater State University 1992 — 1995
BFDS March 2010 - Present
Invensys September 1980 - June 1999
shawmut First County bank September 1972 - May 1977
Skills
Employee Benefits, Accounting, Retirement, Insurance, Investments, 401k, Mutual Funds
Education
University of Phoenix 2003 — 2007
bachelors, business management
BFDS January 2000 - Present
Education
Eastern Nazarene College 1998 — 2000
Fidelity Family Office Services (FFOS) 2004 - 2008
Fidelity Family Office Services 2004 - 2008
Fidelity Investments 1993 - 2008
First Data Corporation 1989 - 1993
American Express Information Services/FDC 1989 - 1993
The Boston Company, First Data 1988 - 1993
BFDS 1985 - 1988
Skills
Mutual Funds, Investments, Vendor Management, Business Analysis, SDLC, Risk Management, Financial Services
Education
University of Massachusetts Boston
None- Former VP at Citi GTS June 2006 - January 2008
Citi Fund Services 2006 - 2008
Mass Financial Services 1986 - 2002
MFS Investment Management 1900 - 2000
BFDS 1985 - 1986
Education
University of Rhode Island 1980 — 1984
Boston Financial Data Services Project LeaderBoston Financial Data ServicesJuly 2006 - July 2007
BFDS 2002 - 2006
Education
Bridgewater State University 1993 — 1998
Bachelor, Psychology/Elementary Education
MFS Investment Management May 2013 - Present
Coverys May 2006 - September 2011
BFDS May 2001 - May 2006
BIDMC 1994 - 2001
Skills
Medical terminology, MA...
Education
Simmons College 1977 — 1981
The Kansas City Southern Railway Company September 2015 - Present
Community America Credit Union May 2013 - July 2015
DST Systems November 2011 - January 2013
BFDS February 2004 - November 2011
DST Systems March 2002 - February 2004
Skills
Syncsort, Easytrieve, Customer Relations, Fileaid, Strategic Planning, Coaching, PowerPoint, Microsoft Office, Change Management, Program Management, Social Media, Customer Service, Software Documentation, Business Analysis, Project Management, Business Process..., Analysis, Vendor Management, Business Process, Requirements Analysis, Visio, Process Improvement, SDLC, Leadership, CRM
Education
Kansas State University 1991 — 1995
BS, Marketing
Sean Sheehan Construction March 2008 - Present
BFDS 2001 - 2007
Education
Thomas College 1978 — 1982
BS, Marketing Management
DST Retirement Solutions 2011 - Present
BFDS 2004 - 2011
New England Financial, A MetLife Company 1990 - 2000
Skills
Banking, Customer Service, Financial Analysis, Business Analysis, Credit, Financial Reporting, Finance, Accounting, Management Consulting, Business Strategy, Vendor Management, Insurance, Change Management, Management, Analysis, Budgets
Education
Bridgewater State College
Bachelor's degree, Education
Currently Available for Opportunities September 2011 - September 2011
BFDS April 1994 - September 2011
Boston Financial Data Services April 1994 - September 2011
Boston Financial Data Services - Defined Contribution Services Division 2006 - January 2010
Skills
Project Execution, Personnel Development, Telecommunications
Education
Colby College 1989 — 1994
BS, Psychology
BFDS 2004 - Present
Federated Investors 2001 - 2004
Skills
Mutual Funds, Financial Services, Operations Management, Vendor Management, Transfer Agency, Strategic Planning, Relationship Management, Risk Management, Management, Process Improvement, Business Analysis
Education
Suffolk University
Banking & Finance
Teva Pharmaceuticals October 2011 - Present
Teva Pharmaceuticals January 2004 - Present
BFDS April 2002 - January 2004
Skills
Finance, Clinical Trials, Clinical Research, Pharmaceutical Industry, GCP, Oncology, Public Speaking, Healthcare, Microsoft Office, Project Management, Strategic Planning, Cross-functional Team..., Training, Budgets, Sales, Analysis, Managed Care, Customer Service, Biotechnology
Education
Avila University 2004 — 2010
BA, Psychology
Avila University
Avila University
BFDS January 2002 - November 2006
Boston Financial Data Services January 1993 - January 2002
Skills
Data Entry, Telephone Skills, 10 Key, People-oriented, Human Interest, Customer Service, Great People Skills, mental health/alcohol..., Troubleshooting
Education
Bunker Hill Community College
Quincy College
Bass Partners Ltd. September 2013 - Present
Bass Partners Ltd. 2001 - Present
BFDS 1990 - 1992
Bank of Boston 1979 - 1985
Skills
Investments, Strategic Financial..., Retirement Planning, Equities, Portfolio Management, Retirement, Mortgage Lending, Financial Analysis, Risk Management, Credit
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBS, Finance, General
Dartmouth Institute
MIT Boston execitive program
Compass Medical February 2013 - Present
Sullivan and Cogliano July 2012 - February 2013
bfds October 2000 - September 2011
Skills
Mutual Funds, Financial Services, Valuation, Access, PeopleSoft
Education
Quincy College 1975 — 1977
Associate's degree, Computer Science
lowes home improvement February 2012 - Present
BFDS 2004 - 2011
Skills
Fitness, Wellness, Nutrition, Health, Healing, Holistic Health, Treatment
Education
Northeastern University 1975 — 1976
Med, mental health
Suffolk University 1971 — 1974
bs, psychology-socioloogy
Avon July 2011 - Present
BFDS March 2003 - Present
Education
Bay State College 2001 — 2002
Associate's degree, Accounting and Finance
Boston Financial Data Services May 1998 - March 2004
BFDS 1998 - 2004
BankBoston May 1989 - May 1998
Education
Eastern Nazarene College
Bachelor of Science, Business Administration
Clark University Computer Career Institute