BISYS Company
Industry: Company
DescriptionFounded: 1993 Parent organizations: Citigroup, CITIBANK OVERSEAS INVESTMENT CORP
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BISYS Employees
Ford Motor Company July 2014 - Present
Percepta April 2007 - July 2014
United Service Source, Inc October 2006 - March 2007
BISYS April 2005 - October 2006
Tires Plus Total Car Care October 2001 - September 2004
Skills
Automotive, Tires, profit, Customer Retention, Sales&Marketing, auto parts, Customer Satisfaction, Dealers, Warranty, Sales, Process Improvement, Inventory Management, Profit, Retail, Vehicles, Automobile, Continuous Improvement, Marketing, Business Planning, Business Development, Program Management, Analysis, Parts, Pricing, Sales Management, Auto Parts, Automotive Aftermarket, Operations Management, Sales Process, Sales Operations, Forecasting, Dealer Management, Team Building, B2B, Customer Experience, Account Management, Call Centers, Cross-functional Team..., CRM, Cold Calling, Team Leadership, Training, New Business Development, Purchasing, Leadership, Six Sigma, Employee Training, Customer Service, Negotiation, Management
Education
University of Central Florida 2004 — 2006
BSBA, Business Management and Administration
Eastern Florida State College
Associate of Science (A.S.), MIS
Ascensus April 2008 - Present
BISYS 2004 - 2008
BISYS 2000 - 2004
PFPC December 1999 - March 2000
First Data Corporation January 1997 - 1999
Fund/Plan Services 1990 - 1997
Skills
Project Management, Strategic Planning, Process Improvement, Team Building, Microsoft Excel, Microsoft Office, Business Analysis, Change Management, Customer Service, Risk Management, Budgets, Team Leadership, Program Management, PowerPoint, New Business Development, Microsoft Word, Operations Management, Negotiation, Management, Financial Services, Coaching, Project Planning, Leadership, 401k, Strategy, Mutual Funds, Financial Analysis, Banking, Insurance, Analysis, Business Process..., Investments
Education
Drew University 1986 — 1990
Fiserv July 2010 - Present
Fiserv Output Solutions March 2001 - Present
Fiserv Output Solutions 2001 - 2014
FISERV June 2009 - July 2010
Neasi-Weber International April 2007 - January 2009
Personix/Fiserv March 2001 - March 2007
BISYS October 1989 - March 2001
CSC Credit Services 1980 - 1989
Skills
Production Support, Programming, Business Analysis, SQL, Requirements Analysis, SharePoint, Microsoft SQL Server, Oracle, Unix, Software Project..., Agile Methodologies, Visio, COBOL, Software Development, Software Documentation, XML, Project Management, Testing, Analysis, Requirements Gathering, Data Center, Business Process, DB2, Quality Assurance, Process Improvement, Enterprise Software, Team Leadership, PMO, Integration, Business Requirements, Business Intelligence
Education
Houston Community College
IT
Grange Insurance November 2014 - Present
Nationwide Insurance September 2013 - November 2014
Nationwide Insurance January 2011 - September 2013
Citi March 2010 - January 2011
JPMorgan September 2009 - March 2010
Spectrum Global Fund Administration April 2007 - September 2009
BISYS October 2005 - April 2007
OppenheimerFunds September 2004 - October 2005
Skills
Leadership, Account Reconciliation, Hedge Funds, Derivatives, Accounting, Financial Accounting, Analytics, Corporate FP&A, Data Analysis, Securities Market, Mutual Funds
Education
Cleveland State University 2001 — 2004
MBA, Finance
Ohio Northern University 1996 — 2000
BA, Management & Communications
Nationwide Insurance
Greenbelt, Continuous Improvement, Process Management
Dearborn Solutions January 2015 - Present
Blue Ocean Consulting May 2014 - December 2014
Store Financial January 2012 - March 2014
Balance Innovations 2005 - 2013
Aurum Technolgy (now FIS) 2003 - 2004
Euronet Worldwide 2000 - 2003
BISYS 1992 - 2000
ADP Banking Services 1982 - 1986
ADP Banking Services 1982 - 1986
ADP Banking Services 1982 - 1986
Skills
Strategy, Team Building, Management, Team Leadership, Product Management, Strategic Planning, Process Improvement, Leadership, Strategic Partnerships, Software Development, Project Management, Business Analysis, Vendor Management, CRM, Outsourcing
Education
Southern Methodist University - Cox School of Business
Mid-Management Program
Drexel University
Electrical and Electronics Engineering
Waubonsee Community College
Computer Science
Fiserv Lending Solutions October 2014 - Present
Fiserv Lending Solutions September 2011 - Present
SIRCON, Inc 2001 - 2003
BISYS Group Inc 1990 - 2001
BISYS 1984 - 2001
Skills
Software Project..., Banking, Vendor Management, Financial Services, Process Improvement, Business Analysis, Management, Requirements Analysis, SDLC, Risk Management, Software Documentation, Salesforce.com, Disaster Recovery, Business Requirements, Client Services, CRM, SQL, IBM Mainframe
Education
Indiana University Bloomington 1977 — 1980
Psychology, Psychology, Computer Science
Navigator Management Partners July 2012 - Present
Progressive Medical, Inc. February 2011 - July 2012
Citi August 2007 - February 2011
BISYS November 2005 - August 2007
Nationwide Insurance October 2004 - November 2005
Rowlette Executive Search April 2003 - August 2004
Skills
Employee Relations, PeopleSoft, Hiring, Interviewing, Coaching, HRIS, Disciplinary Actions, Full-cycle Recruiting, Exit Interviews, Performance Management, HR Policies, Employment Law, HR Business Partnering, Performance Reviews, Employment Law..., Interviews, Recruiting, Disciplinaries, Human Resources, Sourcing, Onboarding, Leadership, New Hire Orientations, Change Management
Education
Baldwin-Wallace College 1997 — 2001
Bachelors
Dublin Scioto High School
OnCourse Learning 2014 - Present
Freelance 2001 - Present
The CE Shop, Inc. 2012 - 2014
Fitch Ratings 2008 - 2011
Fitch Ratings 2006 - 2008
BISYS 1999 - 2004
Kaplan Professional 2002 - 2003
IDG Books 1998 - 1999
IDG Books 1997 - 1998
Skills
Editing, Proofreading, Content Strategy, Publications, Editorial, InDesign, Copy Editing, Adobe Creative Suite, WordPress, Content Development, Journalism, Magazines, SEO, Content Management, Writing, New Media, Books, Social Media, Marketing, Blogging, Microsoft Office, Photography, CMS, Copywriting, Photoshop, Online Publishing, Marketing Communications, Google Analytics, Web Content, Newsletters, Social Media Marketing, Management, Video Production, HTML, Online Marketing, Email Marketing, Facebook, Press Releases, Newspapers, Creative Writing, Social Networking, Illustrator, Feature Articles, E-Learning, Video Editing, Managing Employees, Managing Creative Teams, ADDIE, Captivate, Fundraising
Education
DePaul University 2008 — 2011
Master of Arts with Distinction, New Media Studies
North Central College
Bachelor of Arts, Cum Laude, English/Writing
University of California, Irvine
Certificate, E-Learning Instructional Design
University of Chicago
Certificate, Editing
Executive Senior Services, LLC July 2013 - Present
Combined Insurance December 2010 - February 2012
MetLife July 2007 - December 2010
Bisys 2005 - 2006
John Hancock 2000 - 2005
John Hancock 2000 - 2005
Education
New England Conservatory of Music 1993 — 1995
Master's degree, Vocal
Ball State University 1990 — 1993
BM and BS, Music and Business
Rochester Adams High School
Geofeedia March 2015 - Present
Creative Street Media Group October 2013 - March 2015
Independent May 2013 - October 2013
NitroMojo LLC July 2012 - May 2013
MillerPierce January 2009 - June 2012
Kaplan Financial January 2000 - December 2008
Pictorial January 2000 - December 2008
BISYS January 2000 - December 2008
Kaplan January 2000 - December 2008
Skills
Databases, Microsoft SQL Server, Business Intelligence, Software Development, SQL, XML, SaaS, Leadership, Oracle, .NET, HTML, SDLC, Analysis, T-SQL, Visual Basic, Project Management, Software Project..., ASP, Program Management, Visio, PowerBuilder, Agile Methodologies, Business Analysis, Agile Project Management, Software Documentation, ADF, ASP.NET MVC
Education
Indiana State University 1995 — 1999
BS, Management Information Systems
Daugherty Business Solutions June 2012 - Present
Jabian Management & IT Consulting August 2008 - June 2012
Restoration Hardware 2004 - 2009
Accenture Technology Solutions August 2003 - August 2008
Bank of America 2006 - 2008
BellSouth 2003 - 2005
Alogent Corporation March 2001 - April 2003
Greenway Medical Technologies March 1998 - May 2001
BISYS March 1998 - March 2001
IFS 1994 - 1996
Skills
SDLC, Quality Assurance, Agile Methodologies, Requirements Gathering, Testing, Business Analysis, Leadership, Management, Project Management, Business Process..., Management Consulting, IT Strategy, Team Building, Business Process, Requirements Analysis, Project Planning, Business Intelligence, Team Leadership, Vendor Management, CRM, Integration, PMO, Software Quality..., Process Improvement, Software Project..., Business Requirements, Test Management, Agile, MS Project, Software Implementation, Siebel, Deployment, Scrum
Education
Georgia State University 1987 — 1992
BBA, Marketing
Brookwood High School 1986 — 1987
High School Diploma
Christian Brothers High School 1983 — 1986
KPMG, LLP September 2013 - Present
Sr. Recruiter - Consultant July 2009 - August 2013
UBS Wealth Management March 2007 - May 2009
BISYS August 2006 - March 2007
ADP November 2000 - August 2006
KPMG April 1999 - November 2000
Ernst & Young, LLP 1986 - 1999
Skills
Financial Services, Interviews, Recruiting, Strategic Sourcing, CRM, Human Resources, Temporary Placement, Applicant Tracking..., Onboarding, Networking, Screening, Sourcing, Strategy, Time Management, Talent Acquisition, Management, Executive Search, Building Relationships, Taleo, Technical Recruiting, Information Technology, Contract Recruitment
Education
Fairleigh Dickinson (Program) 2007 — 2007
Certificate, Human Resources
Cornell University (Program) State and Labor Relations 1998 — 1999
Certificate, Human Resources
Bergen Community College
Passaic County Technical and Vocational HS
The Federal Reserve Bank of Atlanta August 2013 - Present
The Federal Reserve Bank of Atlanta December 2006 - Present
The Federal Reserve Bank of Atlanta January 2012 - August 2013
Alogent Corporation June 2005 - November 2006
Bisys April 2002 - May 2005
Skills
Risk Management, Project Management, Banking, Payments, Strategic Planning, Account Management, Business Analysis, Process Improvement
Education
Georgia Tech 1987 — 1991
Bachelor of Science (BS), Business Administration and Management, General
DeSmet High School 1984 — 1987
Protective Life March 2009 - Present
Credit Suisse January 2008 - December 2008
American General Life Companies January 2005 - January 2008
BISYS March 2004 - November 2004
Pro Marketing Insurance Services April 2003 - March 2004
Pacific Life February 2000 - April 2003
Education
California State University-Long Beach 1999 — 2001
Bachelor's degree, Economics
MRINetwork April 2014 - Present
Dedicated Recruiters™LLC- Your Growth is Our Business January 2012 - April 2014
Beacon Search Associates 2007 - 2012
TEMENOS USA 2006 - 2007
BISYS 2003 - 2006
US Airways 1998 - 2002
The Financial Search Group, Ltd. 1992 - 1998
Skills
Start-up Consulting, Technical Recruiting, Headhunting, Digital Media, Contract Recruitment, Direct Recruiting, Compensation Plans, Interviewing, Benefits Strategy, HR Consulting, Compensation & Benefit, Recruiting, Employee Benefits, Interviews, Succession Planning, Onboarding, Human Resources, Benefits Negotiation, Outsourcing, Applicant Tracking..., Talent Acquisition, Leadership, Executive Search, Internet Recruiting, Temporary Placement, Start-ups, Deferred Compensation, College Recruiting, Personnel Management, Coaching, Strategic Planning, Employee Engagement, HRIS, Performance Management, Talent Management, Vendor Management, Management, Sourcing, Consulting, Employee Relations, Workforce Planning, Staffing Services, Recruitment Advertising, Screening Resumes, HR Policies, Screening, Hiring, Organizational..., Networking, Employee Training
Education
Duquesne University 1987 — 1991
Finance
American Express Bank (Acquired by Standard Chartered, PLC) 1995 - 2009
Bisys 1991 - 1995
Skills
Portfolio Management, Management, Product Management, Cross-functional Team..., Hedge Funds, Investments, Forecasting, Product Development, Business Analysis, Leadership, Project Management, Business Strategy, Process Improvement
Education
Baruch College
Fiserv January 2006 - Present
BISYS October 2003 - January 2006
Skills
Consultative Selling, Contract Negotiation, Negotiation, Partner Relationship..., Business Relationship..., Client Relationship..., Strategic Planning, Business Solutions, Solution Selling, Banking, Client Retention, Problem Solving, CRM software, Account Management, Business Development, Business Intelligence, CRM, Customer Retention, Customer Satisfaction, Direct Sales, Enterprise Software, Executive Management, Financial Services, Lead Generation, Management, New Business Development, Outsourcing, Relationship Management, Sales, Selling, Strategic Partnerships, Strategy
Education
Fairleigh Dickinson University 1995 — 1997
MBA, Finance
Virginia Polytechnic Institute and State University 1983 — 1987
BS, Marketing
Spacejunk March 2007 - Present
Ologie 2006 - 2007
BISYS 2004 - 2006
ozone studios 2000 - 2003
Paul Werth Associates 1992 - 1994
Skills
Video Production, Television, Advertising, Creative Direction, Marketing Communications, Post Production, Commercials, Video, Marketing, Motion Graphics, Film, Integrated Marketing, Digital Strategy, Video Editing, Digital Media, Content Strategy, Final Cut Studio, Art Direction, Broadcast, After Effects, New Media, Graphic Design, Adobe Creative Suite, Final Cut Pro, Producing, Film Production, Motion Design, Animation, Web Video, Visual Effects, Creative Strategy, Storyboarding, Videography, Computer Animation, Media Production, Concept Development, Multimedia, HD Video, Interactive Advertising, Avid, Interactive Marketing, Digital Video, Community Outreach, Directing, Interactive Media
Education
Bowling Green State University
Business Administration
BeneTrends, Inc. May 2006 - Present
BISYS February 1999 - May 2006
Skills
Mutual Funds, Business Planning, Finance, 401k, Investments, Retirement Planning, Retirement, Funding, Financial Services, Financial Statements, Pensions, Process Improvement
Education
Kutztown University of Pennsylvania 1981 — 1984
Marketing Major, Business
SIM Electronics LLC December 2014 - Present
Digital Answers LLC September 2010 - Present
Secure Digital Solutions LLC March 2003 - Present
Cloud Technologies Inc. March 2009 - August 2010
United Industries October 2007 - January 2009
Twin Ridge Properties, Inc. October 2004 - September 2007
System Legacy Solutions March 2000 - December 2001
Digital Networking Concepts June 1999 - March 2000
BISYS September 1998 - June 1999
Ajilon March 1998 - September 1998
Skills
Windows Server, Linux System..., Network Engineering, Cloud Computing, Virtualization, Software Engineering, Web Applications, C++, MySQL, PHP, JavaScript, Java, Network Security, Embedded Systems, Mobile Applications, HTML, Perl, Geospatial Data, VMware Infrastructure, Cisco Certified, MCSE 2003, Cluster Development, Collabnet, Storage, Security, Windows, Linux, VMware, Servers, Firewalls, Software Development, Integration, Routers, Network Design, Computer Security, SaaS, Networking, Troubleshooting, Switches
Education
Florida Institute of Technology 1987 — 1990
MSCS, Computer Engineering
University of South Florida 1988 — 1989
N/A, Computer Engineering
University of Florida 1978 — 1985
BSE, Computer Engineering
Ascensus July 2012 - Present
Ascensus July 2007 - July 2012
BISYS January 2004 - July 2007
BISYS November 2000 - January 2004
Merrill Lynch July 1998 - November 2000
Jamesway Corp May 1993 - July 1995
Skills
Trading, Securities, Leadership, Customer Service, Financial Services, Microsoft Excel, Access, Sales, Mutual Funds, Financial Analysis, 401k, Retirement, Finance, New Business Development, Investments, Retirement Planning, Time Management, Equities, Risk Management
Education
Holy Family University 1995 — 1997
BA
Gloucester County College 1993 — 1995
AA
Arthur P. Schalick High School 1989 — 1993
Diploma
ADVISORS,LLC January 2001 - Present
Lynchval Systems Worldwide 2008 - 2009
Bisys 1998 - 2003
The Potomac Group 1997 - 1998
Shulman Rogers 1989 - 1997
Lerch Early 1979 - 1982
Bell,Bell & Bell 1975 - 1978
Bell,Bell & Bell 1975 - 1978
Skills
Employee Benefits, Estate Planning, Tax, Financial Planning, Insurance, Strategic Financial..., Executive Pay, ERISA, Pensions, Retirement Planning, Retirement, Life Insurance, Fixed Annuities, Tax-planning, Series 6, Financial Planners, Succession Planning, Mergers & Acquisitions, Financial Advisory, Buy-sell Agreements, Disability Insurance, Defined Benefit, Trusts, Financial Services, 401k, Finance, Wealth, Wealth Management, Business Planning, Strategy, Term Life Insurance, Investments, Series 63, Securities, Mutual Funds, Corporate Governance
Education
Georgetown University Law Center 1976 — 1978
LTM, TAX
The Catholic University of America, Columbus School of Law 1972 — 1974
JD, Law
Kenyon College 1966 — 1971
AB, Political Science
OceanFirst Financial Corp & OceanFirst Bank March 2013 - Present
Federal Reserve Bank of Philadelphia July 2015 - Present
Monmouth University July 2015 - Present
Helen Keller Services For The Blind 1998 - Present
Housing Development Fund, Inc February 2012 - March 2013
Patriot National Bancorp October 2010 - March 2013
Dime Savings Bank of Williamsburgh October 2005 - October 2010
BISYS 2002 - 2005
Fidelity National Information Services 1999 - 2003
Dime Savings Bank of New York 1989 - 1999
Skills
Retail Banking, Mortgage Lending, Consumer Lending, Finance, Information Technology, Lead Generation, Non-profit..., Banking, Credit, Loans, Commercial Banking, Risk Management, Credit Analysis, Financial Services, Leadership, Mergers & Acquisitions, Financial Risk, Commercial Lending, Management, Strategy, Executive Management, Credit Risk, Portfolio Management, Small Business Lending
Education
McIntire School of Commerce 1995 — 1997
Graduate Certificate, Banking
Franklin & Marshall College 1984 — 1988
Nationwide Financial November 2009 - Present
Wadada Sunrises Ltd. June 2007 - Present
TD Browne, Inc. June 1998 - Present
Merrill Lynch 2008 - 2009
Countrywide Bank September 2007 - January 2008
Countrywide Bank September 2007 - January 2008
Citicorp January 1989 - May 2006
BISYS Fund Services 2004 - 2005
BISYS June 2004 - December 2004
Donahue Securities Liquidation March 2001 - September 2003
Skills
Mutual Funds, Financial Services
Education
Fordham University 1990 — 1994
CenterSquare Investment Management (formerly Urdang) July 2008 - Present
Weiss & Spirt, Attorneys at Law February 2004 - July 2008
Chowns Fabrications and Rigging, Inc March 2003 - February 2004
Fairhill Fabricators, Inc September 2000 - March 2003
Strategic Source, Inc November 1994 - September 2000
Bisys May 1991 - November 1994
Skills
Accounts Payable, Marketing, Customer Service, Invoicing, Time Management, Training, Asset Management, Management, Real Estate, Microsoft Excel, Risk Management, Valuation, Proposal Writing, Purchasing, Investments
Education
Albright College 2010 — 2012
Bachelor's Degree, Organizational Behavior and Applied Psychology, Senior
Albright College 2010 — 2012
Bachelor’s Degree, Organizational Behavior and Applied Psychology
Pinnacle Retirement Solutions January 1991 - Present
Portfolio Medics, LLC February 2013 - Present
Outer Banks Financial, LLC June 2007 - Present
The Algorithm Exchange, LTD February 2014 - Present
Chariot Advisors, LLC November 2009 - June 2011
BISYS April 1996 - July 2002
Modern Woodmen of America January 1991 - April 1996
Education
Bryant University 1988 — 1990
BS, Finance
The American College 1999 — 2002
CLU, ChFC
University of Southern Maine 1986 — 1988
Business Management
Battelle September 2004 - Present
BISYS 1996 - 2004
Paul Werth Associates 1994 - 1996
Skills
Editing, Writing, Research, Newsletters, Public Relations, Management, Corporate Communications, Proposal Support, Government Proposals, Proposal Production, Desktop Publishing, SharePoint, Editorial Process, Proofreading, Government, Project Planning, Strategy, Marketing, Proposal Writing, Program Management, Technical Writing
Education
Franklin University 1986 — 1990
B.S., Marketing, and Business Management
Northside Christian 1981 — 1985
Nationwide Financial January 2015 - Present
Sedgwick, Inc. March 2012 - December 2014
ReClaims Inc June 2010 - November 2010
Speedway January 2009 - June 2010
Bisys January 2007 - March 2008
JP Morgan Chase August 2004 - July 2006
Skills
Social Media Marketing, Customer Service, Training, Marketing, Customer Satisfaction
Education
Denison University 2000 — 2004
Bachelor's degree, Economics
Bluegreen Vacations January 2013 - Present
Bluegreen Corporation March 2010 - February 2013
Bluegreen Corporation November 2008 - March 2010
Bluegreen Corporation July 2007 - November 2008
Bluegreen Corporation May 2006 - July 2007
Bisys 2001 - 2004
Skills
Customer Service, Microsoft Excel, Call Centers, Customer Satisfaction, Team Building, Sales, Social Media Marketing, Hospitality, Leadership, Hotels, Strategic Planning, Call Center, Training, Social Media, Human Resources, Event Planning, Budgets, Social Networking
Education
Ball State University 1996 — 1998
Bachelor of Arts (BA), History
Franklin College 1994 — 1996
Broadcast Journalism
Highland Capital Brokerage October 2013 - Present
Momentum Female Fitness & Nutrition (self-employed) January 2011 - February 2014
Crump Life Insurance Services January 2006 - June 2010
National Financial Partners September 1999 - February 2005
BISYS September 1993 - September 1999
Skills
Life Insurance, Fitness Instruction, Entrepreneurship, Negotiation, Small Business, Customer Service, Health, New Business Development, Wellness, Parenting, Dogs, Business Development, Strategic Planning, Driving Results, Self-starter
Education
The Pennsylvania State University 1990 — 1993
Bachelor of Science (B.S.), Psychology
Clemson University 1988 — 1990
Confraternity of the Immaculate Conception, Inc. 2002 - Present
Stevens Institute of Technology 2007 - 2012
BISYS 2006 - 2007
Panasonic 2004 - 2006
Hudson MRI P.A. 2002 - 2003
Pavonia Medical Associate 2000 - 2001
Skills
Journal Entries, Accounts Payable, Bank Reconciliation, General Ledger, Invoicing, Cash Flow, Microsoft Office, Internet Explorer, Accounting, Payroll, Account Reconciliation
Education
New Jersey City University
Bachelor of Science (BS), Business Administration with Concentration in Accounting
Hudson County Community College
Associate of Arts (AA), Business Administration with Major in Accounting
Prudential Financial January 2014 - Present
Nationwide Insurance October 2010 - January 2013
Jackson National Life February 2006 - October 2010
BISYS April 2005 - February 2006
Morgan Stanley April 2003 - November 2004
Skills
Fixed Annuities, Mutual Funds, Sales, Insurance, Series 6, Series 63, Financial Services, Territory Management, Salesforce.com, WebEx, Cold Calling, New Business Development, Sales Management, Sales Process, Direct Sales, Sales Presentations, Business Development, Cross Selling, Selling Skills, Account Management, Product Marketing, Team Leadership, Strategic Planning, Investments, Variable Annuities, Internal & External, NASD, Series 7, Series 65, Territory...
Education
Johnson and Wales University 1997 — 2000
Master of Business Administration (MBA), International Business, 3.55
Johnson and Wales University 1992 — 1996
Bachelor of Science (BS), Marketing
DTE Energy February 2015 - Present
JH Communications November 2002 - Present
SapientNitro May 2011 - August 2014
GSW Worldwide April 2011 - June 2011
GSW Worldwide June 2008 - April 2011
BISYS February 2003 - June 2005
JP Morgan Chase August 1988 - November 2002
Skills
Content Strategy, Copywriting, Marketing Communications, Social Media, Corporate Communications, Web Content, Writing, Advertising, Content Management, Marketing Strategy, Online Marketing, Interactive Marketing, Integrated Marketing, Digital Strategy, Online Advertising, Brand Management, Communications Planning, Messaging, Content Development, Automotive, Corporate Branding, Strategic Communications, Web Content Management, Mobile Marketing, Content Marketing, Strategy, Social Marketing, User Experience, Marketing, Creative Direction, Digital Media, Relationship Marketing, B2B Marketing, Brand Awareness, Digital Marketing, Brand Development, Management, Social Media Marketing, Email Marketing
Education
Eastern Michigan University 2012 — 2014
Master of Science (M.S.), Integrated Marketing Communications (IMC)
Otterbein University 1990 — 1994
Bachelor of Arts (B.A.), Organizational Communication
HealthStar November 2009 - Present
Procon Inc. February 2008 - August 2012
Paros Partners November 2001 - February 2008
Bisys November 1986 - 2001
IBM November 1983 - November 1986
Skills
Business Development, Strategic Planning, Product Development, Start-ups, New Business Development, Business Strategy, Healthcare, Project Management, Marketing Strategy, Team Building, Change Management, Business Planning, Sales Management, Program Management, Customer Service, Strategic Partnerships, Product Management, Strategy, Account Management, Budgets, Management, Competitive Analysis, Sales Operations, Product Marketing, Management Consulting, Executive Management, Entrepreneurship
Education
Capital University 1980 — 1984
BA - Finance, Finance
CK Franchising, Inc. March 2010 - Present
Axcess Financial September 2006 - October 2009
BISYS 2003 - 2006
Fidelity Investments 1987 - 2003
Skills
Team Building, Leadership Development, Leadership, Performance Management, Management, Coaching, Recruiting, Cross-functional Team..., Human Resources, Strategic Planning, Operations Management, Staff Development, Customer Satisfaction
Education
Baylor University 1983 — 1987
BA, Communication
ADP February 1999 - Present
BISYS May 1997 - January 1999
Skills
Software Quality..., Agile Methodologies, Quality Assurance, Vendor Management, SQL, Salesforce.com, Requirements Analysis, Quality Center, SDLC, Scrum, Business Analysis, Process Improvement, HP Quality Center
Education
City University of New York-College of Staten Island 1981 — 1997
BA, Economics, Computer Information System
Open Solutions Group Inc. July 1998 - Present
Bisys 1996 - 1998
USA TODAY March 1983 - May 1985
Skills
Disaster Recovery, Banking, Process Improvement, Data Center, Team Building, Strategic Planning, Batch Transmission, Change Control, Turnaround Operations, Software Automation, Third Party Vendor..., Business Process..., Business Relationship..., Automated Clearing House, Business Analysis, Batch Processing, Business Operations, Test Automation, Vendor Management, Outsourcing, Visio, Software Documentation, Databases, ACH, IT Operations, SDLC
Education
Drexel University 1985 — 1987
Associates, Information Technology
Acsensus March 2011 - Present
Ascensus June 2007 - April 2011
Ascensus (Formerly BISYS Retirement Services) 1999 - April 2011
BISYS February 1999 - June 2007
Universal Pensions 1999 - 2003
Skills
Disaster Recovery, Vendor Management, Call Center, Virtualization, Process Improvement, Business Analysis, Cisco Technologies, Data Center, Active Directory, Troubleshooting, SharePoint, Server Architecture, DNS, SQL, Visio
Education
Bemidji State University 1994 — 1998
Minnesota State University, Moorhead 1995 — 1996
PointClear November 2005 - Present
BISYS January 2004 - July 2005
Coverdell April 1989 - September 2003
Skills
Lead Generation, CRM, Direct Marketing, Integrated Marketing, Marketing, Database Marketing, Project Management, Process Improvement, Customer Acquisition, Management, Strategy, Direct Mail, Customer Retention, Email Marketing, Marketing Strategy, Account Management, Product Marketing, Strategic Partnerships, Marketing Communications, Analysis, New Business Development, Salesforce.com, Business Development, Team Building, Sales Operations, Cold Calling, Market Analysis, B2B Marketing, Demand Generation, Sales, Advertising, B2B, Sales Process, Analytics, SaaS
Education
Florida Institute of Technology 2012 — 2015
Master's degree, Internet Marketing and Social Media
University of Phoenix
BS, Marketing
Independent Consultant February 2014 - Present
Accelrys April 2013 - January 2014
Accelrys July 2010 - January 2014
Accelrys March 2009 - July 2010
Accelrys February 2006 - December 2008
Bisys August 2005 - February 2006
AT&T Wireless November 2003 - August 2005
AIG December 2001 - March 2003
Datamatics Staffing Services Pvt Ltd 2000 - 2001
SYSTIME 1999 - 2000
Skills
Siebel, Salesforce.com, Architecture, Quality Assurance, Programming, Requirements Analysis, Business Intelligence, Oracle, Cloud Computing, SDLC, Requirements Gathering, PL/SQL, Business Analysis, CPQ solutions, FPX, PMP, Project Management, CRM, Business Process, Databases, Testing, Solution Architecture, Conga
Education
Manonmaniam Sundaranar University 1995 — 1999
B.E, Computer Science
Kendriya Vidyalaya 1985 — 1995
Science Group(Bio, Maths, Chem)
Schroders June 2013 - Present
Carret Asset Management January 2013 - April 2013
Philadelphia International Advisors June 2008 - December 2012
BISYS September 2006 - May 2008
Skills
Equities, Mutual Funds, Bloomberg, Asset Management, Investment Management, Financial Analysis, Valuation, Hedge Funds, Financial Modeling, Securities, Asset Allocation, Investments, Corporate Finance, Private Equity
Education
Drexel University - College of Business and Administration 2010 — 2012
MBA, Finance, 3.6/4.0
Drexel University - College of Business and Administration 2003 — 2008
Bsc, Finance, 3.4/4.0
Brainshark October 2005 - Present
Music 1964 - 2015
Ardence, Inc.(Citrix) September 2004 - September 2005
Cambridge Technology Enterprises, Inc. (CellExchange) October 2003 - September 2004
netNumina January 2001 - September 2003
Parson Consulting 2001 - 2002
eSolutions Integrator, Inc. 1998 - 2001
BISYS 1997 - 1998
Synaxis 1991 - 1997
Custom Business Systems 1990 - 1991
Skills
Music Production, Composition, Marketing Strategy, Solution Selling, Strategic Consulting, SaaS, Business Development, Enterprise Account..., Enterprise Software, Sales, Selling, Cloud Computing, New Business Development, Sales Operations, CRM, Direct Sales, Social Media, Channel, Sales Management, Channel Partners, Sales Process, Management, Sales Presentations, Mobile Devices, Salesforce.com, B2B, Account Management, Strategy, Marketing, Lead Generation, Professional Services, Leadership, Data Center, Brainshark, Marketing Communications, Networking, Strategic Partnerships, Online Marketing, Sales Enablement, Consulting, Consultative Selling
Education
Berklee College of Music 1988 — 1991
BA, Composition
Raritan Valley Community College 1983 — 1985
A.A., Business/Liberal Arts
Hunterdon Central High School 1979 — 1982
Dag Hammarskjöld
Student 2015 - Present
U Hope Community Development Center 2015 - Present
Stay-at-home parent 2001 - 2015
GenRad Corporation 1998 - 2001
BISYS 1996 - 1998
Skills
Quality Assurance, Testing, Software Quality..., Test Planning, Quality Control, Integration, SQL, SDLC, Regression Testing, Test Cases, Black Box Testing, Bug Tracking, Documentation, Technical Support, Automated Software...
Education
Emory University
Georgia State University
Bachelor of Science, Psychology
ITT Technical Institute August 2015 - Present
TydenBrooks SPG May 2007 - Present
Word of Truth Christian Church February 1996 - Present
Orkin Pest Control March 2006 - May 2007
Rollins, Inc. November 2003 - March 2006
BISYS February 1998 - August 2002
Greenway Corporation February 1997 - February 1998
Skills
Active Directory, Software Documentation, Training, Troubleshooting, Access, Quality Assurance, Customer Service, Leadership, Team Building, Call Center, Windows, Project Management, Analysis, Program Management, Process Improvement, Microsoft Office, Team Leadership, Coaching, ISO Certifications, Management, Leadership Development, Strategic Planning, Public Speaking, Salesforce.com, Microsoft Excel, Outlook, Disaster Recovery, Technical Support, Vendor Management, Servers, Hardware, Call Centers, Networking, Operating Systems, Process Scheduler, System Deployment, Network Administration, Testing, Social Media
Education
Northcentral University 2015 — 2019
Doctor of Philosophy (Ph.D.), Psychology
Liberty University 2008 — 2010
MA, Theological Studies, 3.3 gpa
Interdenominational Theological Center 2006 — 2008
Studied 2 years, Studied Philosophy and Theology
New Horizons 2007 — 2007
Certificate, Crystal Reports
Beulah Heights University 2003 — 2006
BA, Biblical Studies, Magna Cum Laude
Omni Technologies 1998 — 1998
Certificate, Microsoft SQL Server
West Central College 1989 — 1991
Associate, Computer Information Systems / Programming
Bremen High School 1985 — 1988
Diploma, College Prep
Pulte Group, Inc. October 2009 - Present
MBR Investments Real Estate, LLC January 2002 - Present
C.P. Morgan October 2003 - April 2008
BISYS March 2001 - October 2003
TEKsystems July 1998 - March 2001
Skills
Leadership, Sales, Strategic Partnerships, Management, Team Building, Sales Operations, Contract Negotiation, Sales Management, Marketing, Recruiting, Training, P&L, Budgets, Marketing Management, Online Advertising, Real Estate, Selling, Income Statement, Solution Selling, Operations Management, Negotiation, Strategic Planning, Residential Homes, Customer Service, New Business Development, Investment Properties, Business Development, Consultative Selling, Executive Management
Education
Indiana University Bloomington 1994 — 1998
BA Psychology, Psychology
Castle High School 1990 — 1994
High School
Johnson & Johnson April 2012 - Present
Johnson & Johnson July 2011 - April 2012
Whitney National Bank December 2007 - June 2011
GMAC Financial Services January 2004 - December 2007
Comerica September 1994 - February 2004
BISYS 1992 - 1994
EDS 1990 - 1992
University Savings Bank 1985 - 1990
US Army 1979 - 1985
Skills
Program Management, Vendor Management, Compliance, Disaster Recovery, ITIL, PMO, Risk Management, IT Management, Process Improvement, SDLC, Strategy, Project Portfolio..., Enterprise Architecture, Banking, CRM, Enterprise Software, Business Analysis, Outsourcing, Security, Team Building, Business Process..., IT Strategy, Integration, Governance, Information Security, Change Management, Architecture, Strategic Planning, Business Strategy, Information Technology, Project Management, Management, Leadership, Software Development, IT Operations, PMP, Business Intelligence, Infrastructure, Six Sigma, Business Process, Healthcare Information..., Healthcare Information..., healthcare compliance, Enterprise Risk..., Organizational..., Organizational..., Organizational Design, E-commerce, IT Service Management, Cross-functional Team...
Education
Northwood University 1996 — 1999
BBA, Business and MIS
California Coast University 2003 — 2005
MBA, Business
Early Warning® April 2015 - Present
Fidelity National Information Services March 2013 - Present
Fiserv January 2011 - January 2013
Fiserv April 2008 - January 2013
Fidelity Information Services 2006 - 2007
BISYS 2003 - 2006
Open Solutions 2002 - 2004
Alltel Information Services 1999 - 2001
Fidelity National Information Services 1996 - 1997
Skills
Client Retention, Consultative Selling, Solution Selling, Contract Negotiations, Account Management, Banking, Financial Services, Selling, Enterprise Solution..., Contract Negotiation, Financial Risk..., Salesforce.com, Sales Management, Payments, CRM, Strategic Partnerships, Sales, SaaS, Sales Process, Enterprise Software, Product Management, Vendor Management, Business Development, Outsourcing
Education
East Carolina University 1989 — 1993
Bachelor of Science (BS), Business Education
University of North Carolina at Wilmington 1981 — 1986
Blackboard January 2014 - Present
RelayHealth October 2009 - December 2013
Surgance, Inc. November 2008 - November 2009
Sage Software 2007 - April 2009
Fidelity Information Services 2003 - 2007
BISYS 2000 - 2003
BISYS 1997 - 2000
IPS-Sendero 1989 - 1997
Hemet Federal Savings and Loan 1978 - 1989
Skills
Product Management, Strategy, Marketing Strategy, Leadership, Sales Management, Marketing Management, Management, Marketing, Integrated Marketing, Sales, Mergers, Business Development, Direct Sales, Executive Management, Healthcare, Mergers, Product Marketing, Project Management, SaaS, Salesforce.com, Selling, Solution Selling, Strategic Partnerships, Strategic Planning
Education
California Baptist University
Business, English
Cardtronics July 2015 - Present
iland Internet Solutions July 2011 - April 2015
Open Solutions August 2010 - May 2011
Open Solutions January 2008 - August 2010
Open Solutions March 2006 - January 2008
BISYS December 2003 - March 2006
Enterprise Informatics May 1998 - March 2002
Skills
Product Marketing, Lead Generation, Competitive Analysis, Marketing Communications, Business Development, Cross-functional Team..., Marketing Strategy, Marketing, Cloud Computing, Direct Marketing, Management, Analytics, Product Launch, Strategic Planning, SaaS, Enterprise Software, Strategic Partnerships, Sales, Sales Process, Advertising, Market Analysis, Business Strategy, Product Development, Sales Enablement
Education
Birmingham City University
BA (Hons), Accounting
The Marketing Class
MCIM, Marketing
University of West London
MCIM, Marketing
Automated Financial Systems, Inc. (AFS) June 2013 - Present
PageFreezer Software, Inc. for web and social media archiving & compliance January 2012 - June 2013
Self Employed June 2003 - 2012
Bisys September 2001 - June 2003
Primavera Systems July 2000 - October 2000
FICO (CRMA) July 1999 - June 2000
FICO May 1998 - July 1999
FICO April 1997 - May 1998
FICO March 1996 - April 1997
Wells Fargo Bank 1995 - 1996
Education
California State University-Fresno 1989 — 1993
BS
ISBAN, Bank Santander 2011 - Present
Fidelity Investments 2010 - 2011
Citi Bank 2007 - 2009
BISYS 2002 - 2007
ITS 2000 - 2001
Clark University December 1998 - January 2000
Private Healthcare Systems 1999 - 2000
Pegasystems 1997 - 1999
Skills
Banking, Budgeting, Architecture, Outsourcing, Databases, Risk Management, Product Development, Software Project..., Budgets, IT Strategy, Software Development, Analysis, Scrum, Management, SaaS, Leadership, Requirements Analysis, ERP, Integration, SQL, Team Management, Requirements Gathering, Enterprise Architecture, Business Analysis, Strategy, Business Intelligence
Education
Boston University 1989 — 1991
MS
Kharkiv Politechnic University 1983 — 1987
MS
Macy's June 2014 - Present
Macy's September 2012 - June 2014
Amazon.com April 2011 - June 2012
Global Net Access December 2008 - March 2011
Silverpop March 2008 - December 2008
Intent Mediaworks December 2006 - December 2008
Vertical Acuity September 2007 - March 2008
LivePerson August 2004 - November 2006
Proficient Systems August 2003 - August 2004
Bisys December 2000 - August 2004
Skills
VCP 3.5, Linux System..., Windows Server, Cisco Networking, Cloud Computing, Virtualization, VMware Infrastructure, Microsoft Exchange, Ruby on Rails, PHP, ASP.NET, VBScript, Xen, SaaS, Cloud Computing IaaS, Red Hat Linux, Disaster Recovery, ITIL, Active Directory, Data Center, Security, Servers, TCP/IP, System Administration, Linux, Process Improvement, Cisco Technologies, DNS, Storage, System Deployment, MySQL, E-commerce
Education
Kennesaw State University 1998 — 1999
MBA, Business Information Systems, 3.8
Kennesaw State University 1994 — 1998
Bachelor of Business Administration (B.B.A.), Psychology/Organizational Behavior, 3.49
Atomic Learning December 2012 - January 2014
Atomic Learning June 2007 - December 2012
BISYS 2001 - 2002
Universal Pensions 1998 - 2002
Skills
Instructional Technology, Educational Technology, E-Learning, Strategic Partnerships, Technology Integration, Instructional Design, Strategic Planning, Product Management, Staff Development, K-12, Strategy, Business Development
Education
University of St. Thomas 1991 — 1993
MA, Technology and Learning
Concordia College 1981 — 1985
BA, Business Education
Millennial Media April 2015 - Present
Millennial Media March 2014 - March 2015
Yahoo May 2013 - January 2014
Yahoo! May 2012 - May 2013
Yahoo! July 2007 - June 2012
Comcast Spotlight October 2004 - June 2007
BISYS January 2003 - September 2004
Skills
Online Advertising, Web Analytics, Advertising, Account Management, Display Advertising, Customer Service, Mobile Advertising, Online Campaign..., Ad Serving, Mobile, Social Advertising, Campaign Managment, DoubleClick, Rich Media, Mobile Devices, Campaign Management, Mobile Marketing, Media Planning, Ad Networks, Behavioral Targeting, Salesforce.com
Education
Boston College 1998 — 2002
Bachelor of Science (BS), Marketing
University College Cork
Noble Energy (contract) August 2014 - February 2015
ConocoPhillips (contract) December 2013 - June 2014
Technical Response Planning Corporation (contract) May 2013 - June 2013
Hewlett-Packard February 2009 - September 2012
Hewlett-Packard December 2005 - January 2009
Hewlett-Packard January 2002 - January 2005
Compaq Computer Corporation January 1997 - January 2002
Compaq Computer Corporation June 1994 - January 1997
Bisys January 1993 - May 1994
San Jacinto Savings Association January 1988 - January 1993
Skills
Internal Communications, SharePoint, Technical Writing, Editing, Content Management, Corporate Communications, Messaging, Communications Planning, Web Design, Software Documentation, Website Development, User Documentation, Photoshop, PowerPoint, Meeting Planning, Webcasting, Dreamweaver, Instructor-led Training, Visio, Business Process Mapping, OneNote, Project Management, HP
Education
Southwest Paralegal Institute
Henderson State University
General studies
Hot Springs High School
International Society of Caricature Artists 2002 - Present
Caricatures by Paul McCall May 1991 - Present
REEBOK March 2002 - July 2002
BISYS April 2000 - October 2001
Skills
Photoshop, Illustration, Art, InDesign, Cartooning, Caricatures, Oil Painting, Illustrator, Books, Mac, Magazines, Vector Illustration, Drawing, Editorial Illustration, Digital Illustration, Comics, Logo Design, Concept Design, Character Design, Digital Art, Fine Art, Digital Painting, Book Covers, Storyboarding, Sketching, Layout, Logos, Typography, Posters, Adobe Creative Suite, Character, Corporate Identity, Brochures, Watercolor, Painting, Cartoons, Flash Animation, Advertising, Mixed Media, Character Animation, Art Direction, Visual Arts, Graphic Design, Portraits, Animation, Figurative Art, Business Cards, Sculpture, Screen Printing, Graphics
Education
Auburn University 1973 — 1976
BVD, Illustration
Bradshaw High, Florence Alabama 1968 — 1972
Viewpointe November 2008 - Present
Sage Software December 2006 - November 2008
BISYS September 1994 - November 2006
Republic National Bank December 1991 - May 1994
Barclays Bank of NY 1987 - 1991
Skills
Banking, Payments, Executive Management, Financial Services, Risk Management, Credit, Business Analysis, Treasury Management, Relationship Management, Business Development, Vendor Management, Mergers, Finance, Financial Risk, Retail Banking, Operations Management, Mergers & Acquisitions, Process Improvement, Product Management, Internet Banking, Strategy, Management, Solution Selling, Outsourcing, IT Strategy, Business Process, Leadership, Integration, Enterprise Software, CRM, SDLC, Professional Services, SaaS, Strategic Partnerships, Business Intelligence, Start-ups, Electronic Payments, ACH, Project Portfolio..., Cloud Computing, Business Continuity, PMO, IT Management, Governance, Disaster Recovery, Program Management, Analytics, Software Project..., Enterprise Architecture, Salesforce.com
Education
Adelphi University
Westgate Las Vegas Resort & Casino December 2010 - June 2015
Altadena Animal Hospital 2008 - 2008
Claremont Veterinary Hospital 2006 - 2006
Mudpuppy's Tub & Scrub 2004 - 2006
Contra Costa County Recoders 2003 - 2004
Muller Veterinary Hospital 2001 - 2003
BISYS 1998 - 2002
Skills
Customer Service, Microsoft Excel, Microsoft Office, Team Building, Marketing, Analysis, Hospitality, Outlook, Data Entry, Management, Leadership, Microsoft Word, Hotels, Budgets
Education
Diablo Valley College 1994 — 1996
Criminal Law
Oracle June 2013 - Present
Confluence November 2008 - June 2013
Confluence March 2007 - November 2008
Confluence 1997 - 2008
Galt Technologies 1996 - 1997
BISYS 1990 - 1996
Education
Clarion University of Pennsylvania 1985 — 1990
Bluff Point Associates 2007 - June 2013
BISYS August 1989 - August 2007
ADP Bank Information Services February 1989 - August 1989
The SLIMS Corporation January 1980 - September 1988
KPMG Peat Marwick June 1975 - December 1978
Education
Florida State University - College of Business 1971 — 1975
Bachelor of Science, Accounting
The University of Arizona Health Network June 2013 - Present
The University of Arizona Health Network April 2013 - June 2013
The University of Arizona Health Network July 2012 - April 2013
Sava Senior Care December 2010 - July 2012
Ingenia Polymers October 2009 - December 2010
Pinnacle Financial Strategies March 2007 - April 2009
Pinnacle Financial Strategies November 2003 - March 2007
BISYS January 2000 - November 2003
Prime Bank May 1997 - January 2000
Texoma Medical Center April 1995 - May 1997
Skills
Access, Active Directory, Blackberry, Business Analysis, Change Management, Computer Hardware, Customer Service, Firewalls, Hardware, Laptops, Microsoft Exchange, Microsoft Office, Network Administration, Process Improvement, Project Management, Project Planning, Quality Assurance, Routers, Servers, SharePoint, Software Documentation, Software Implementation, Software Installation, Team Building, Team Leadership, Technical Support, Testing, Training, Troubleshooting, VMware, Vendor Management, Visio, WAN, Windows, Windows Server, Wireless, Citrix, Data Center, Security, Networking, Disaster Recovery, Help Desk Support, Integration, Printers, Data Analysis, HIPAA, Systems Analysis, ERP, MS Project, Software Project...
Education
Collin County Community College 1995 — 1996
Associates of Art, Business
University of Houston 1993 — 1994
Roof Advisory Group, Inc. November 2004 - Present
BISYS 1998 - 2004
Northwestern Mutual 1992 - 1998
Education
Juniata College 1989 — 1992
BA, Communications/Marketing/English
CVS Health January 2012 - Present
CVS/Caremark March 2004 - Present
AdvancePCS December 1999 - March 2004
CSC 1997 - 1999
Hogan Systems 1993 - 1996
BISYS 1982 - 1990
Skills
Process Improvement, Vendor Management, SDLC, Project Management, Communication Skills, PMP, Business Analysis, PMO, Project Portfolio..., Management, Visio, Quality Assurance, Testing, Software Project..., Requirements Analysis, Cross-functional Team..., Leadership
Education
The George Washington University - School of Business
Masters Certificate
Salisbury University 1976 — 1978
BS
Anne Arundel Community College 1974 — 1976
Associates
Fidelity Investments May 2008 - March 2013
MFS Investment Management 2004 - 2008
HR Block 2003 - 2005
BISYS 2002 - 2003
Funds Distributor, Inc. 2000 - 2002
Skills
Microsoft Excel, Vendor Management, Asset Management, Treasury, Tax, Data Analysis, Relationship Management, Bloomberg, Financial Analysis, Financial Services, Finance, Fixed Income, Microsoft Office, Market Data, Business Analysis
Education
University of Massachusetts, Amherst 1995 — 2001
Isenberg School of Management, UMass Amherst
State of The Art Medical, Inc. March 2014 - Present
Life Recovery Systems January 2010 - January 2013
BNYMellon Corp. August 2007 - January 2009
Bisys October 2005 - December 2006
NYLIM March 1994 - August 2005
Skills
Financial Reporting, Financial Analysis, Financial Services, Mutual Funds, Accounting, US GAAP, Investments, Corporate Finance, Account Reconciliation, Internal Audit, Cost Accounting, Finance, Auditing, Strategic Financial..., Internal Controls, Financial Modeling, GAAP, Fixed Income
Education
Fairleigh Dickinson University 1983 — 1988
LUX Fund Technology & Solutions, LLC April 2015 - Present
Loeb King Capital Management December 2007 - March 2015
Anchorage Advisors July 2005 - November 2007
Citigroup February 2005 - July 2005
Bisys July 2002 - February 2005
Skills
Securities, Fund Administration, Financial Analysis, Alternative Investments, Fund Accounting, Equities, Fixed Income, Mutual Funds, Private Equity, Hedge Funds, Financial Reporting, Accounting, Investments, Valuation, Finance, Bloomberg
Education
Isenberg School of Management, UMass Amherst 1998 — 2002
University of Massachusetts, Amherst
D+H U.S. Operation August 2014 - Present
Interactive Advisory Software September 2013 - August 2014
Open Solutions Inc March 2008 - August 2013
BISYS August 1998 - March 2008
Automatic Data Processing April 1995 - August 1998
United States Naval Reserve April 1990 - February 1998
United Parcel Service August 1989 - April 1995
Skills
Disaster Recovery, Business Continuity, Cloud Computing, Contract Negotiation, Channel Management, Change Management, Restructuring, Consultancy, Consolidation, Operations Management, Product Management, Team Leadership, Sales Management, Sales Support, International Sales, Banking, Vendor Management, Databases, Data Center, Channel Partners, Mergers & Acquisitions, Integration, Business Analysis, Virtualization, Management, Testing, Project Management, Strategy, Consulting, Sales Operations, SaaS
Education
Central Michigan University 2012 — 2013
Master's degree, Information Resources Management
Southern Illinois University 1997 — 2000
a Baccalaureate degree, Workforce Development
United States Navy 1990 — 1998
electrical engineer, electrical engineering
BISYS Senior Financial AnalystCiti Fund Services2000 - Present
Education
Columbus State Community College
Scully Company February 2005 - May 2010
BISYS 2000 - 2005
Foundations Behavioral Health March 1999 - November 2000
Skills
Process Improvement, Vendor Management, Employee Benefits, Human Resources, Leadership, Customer Service, Strategic Planning, Onboarding, Team Building, Employee Relations, ADP Payroll, PHR, Employee Training, New Hire Orientations
Education
Bucks County Community College 2000 — 2000
Certification, Human Resources
Special District Services, Inc August 2006 - Present
BISYS February 2005 - August 2006
CITI Fund Services 2000 - 2006
BISYS September 2003 - February 2005
BISYS March 2002 - September 2003
BISYS February 2001 - March 2002
BISYS February 2000 - February 2001
Skills
Mutual Funds, Financial Services, Process Improvement, Relationship Management, Vendor Management, Business Analysis, Risk Management, Call Center, Project Management, Team Building, Strategic Planning, Change Management, Customer Service, Access, Local Government, Training, Account Management, Team Leadership, Executive Management, Coaching, Portfolio Management, Program Management, Management, Mergers & Acquisitions, Time Management, Analysis, Operations Management, Outsourcing, Strategy, Financial Analysis, Leadership, Budgets, Call Centers, Business Process..., Series 63, Performance Management, Sales, Finance, CRM, Cross-functional Team..., Consulting
Education
Denison University 1996 — 2000
BA, Media Technology & Arts
The Benjamin School 1981 — 1996
Bisys Section Manager, Associate Vice PresidentCiti Group2006 - Present
Citi 2003 - Present
bisys 2002 - 2007
Education
Franklin University 2004 — 2006
J.P. Morgan February 2008 - March 2012
Citi Group July 2006 - February 2008
BISYS January 1996 - July 2006
Skills
Transfer Agency, Mutual Funds, Business Requirements, Vendor Management, Risk Management, SDLC, Requirements Gathering, Business Analysis, Process Improvement
Education
Bowling Green State University 1986 — 1990
Bachelor of Science (B.S.), Accounting and Finance
J.P. Morgan 2005 - Present
BISYS 1998 - 2004
Skills
Fixed Income, Equities, Asset Management, Mutual Funds, Vendor Management, Risk Management, SDLC, Business Analysis, IT Strategy, Process Improvement, Relationship Management, PMO, Project Management, IT Management, Project Portfolio..., Management, Business Continuity, Software Project..., Agile Methodologies, Trading Systems, Disaster Recovery, Asset Managment, Banking, Hedge Funds, Integration, Requirements Gathering, Securities
Education
Franklin University 1996 — 1998
Master of Business Administration (MBA)
Cornerstone Consulting Inc. October 2012 - Present
Scholastic October 2012 - September 2013
The Children's Place August 2005 - November 2012
Bed Bath & Beyond March 2005 - August 2005
Mercedes Benz USA December 2004 - March 2005
BISYS September 2002 - November 2004
IQ Financial Systems (Misys LoanIQ) May 1998 - June 2002
Various Companies 1980 - 1998
Skills
Database Administration, Microsoft SQL Server, Disaster Recovery, Oracle, SQL, DB2, PL/SQL, AIX, Databases, Unix Shell Scripting, Unix, Ksh, RMAN, SQL Tuning, Windows, Perl, ETL, Operating Systems, Performance Tuning, Shell Scripting, Linux, Solaris, Data Modeling
Education
Kean University 1972 — 1978
BS, Computer Science
Oracle University
Certificate, Oracle DBA
Villanova University
Certificate, Project Management
Manulife February 2015 - Present
Manulife Financial October 2011 - February 2015
John Hancock Financial Services September 2006 - October 2011
BISYS September 2005 - September 2006
State Street January 2005 - September 2005
Skills
Derivatives, Analysis, Dodd-Frank, Settlement, Investments, Collateral Management, Financial Modeling, Equities, Asset Management, Bloomberg, Fixed Income, Capital Markets, Portfolio Management, Alternative Investments, Trading, Financial Risk, Trading Systems, FX Options, Financial Markets, Middle Office, Securities, Series 7, Market Risk, Corporate Actions, Hedging, Financial Services, Bonds, Mutual Funds, Options, Risk Management
Education
Bentley University 2002 — 2004
Bachelor's, Finance
Keihin North America, Inc May 2010 - Present
eImagine Technology Group August 2009 - February 2010
ITT October 2005 - February 2009
Bisys December 2004 - April 2005
Sensient August 2004 - December 2004
Various School Corporation September 2003 - May 2004
Raytheon November 2001 - June 2003
Defense Finance and Accounting Service April 2000 - October 2001
Zeta Tau Alpha 1999 - 2000
Navistar International 1992 - 1999
Skills
Microsoft SQL Server, PL/SQL, Oracle, SQL, Databases, Business Intelligence, ETL, Visio, Software Development, Testing, SDLC, Cognos, ERP, Visual Basic, Software Documentation, Oracle Reports, Project Management
Education
Manchester University 1977 — 1981
BS
Ball State University
MS, Computer Science
Nationwide Insurance July 2008 - Present
The Delta Chi Fraternity, Inc. 1989 - 2010
H2L, llc August 2003 - November 2009
Nationwide Insurance March 2006 - July 2008
BISYS Financial Services August 1999 - March 2003
BISYS 1999 - 2003
Huntington Direct 1996 - 1999
Florida State University 1991 - 1995
Skills
Training, Change Management, Team Building, Leadership Development, Process Improvement, Instructional Design, Coaching, IT Operations, IT Strategy, Avaya, CMS, SharePoint, CBT, Captivate, Business Process, Vendor Management, Integration, Management, Program Management, Business Process..., E-Learning, Operations Management, Analysis, Project Management, Call Centers, Risk Management, Leadership, Performance Management, Policy, Start-ups
Education
Florida State University 1991 — 1995
Doctorate, Pedagogy
The Ohio State University 1989 — 1991
MA, Education
Miami University 1983 — 1987
BA, Sociology / PR
Miami University 1983 — 1987
ba, sociology
Grange Insurance March 2014 - Present
OhioHealth August 2012 - February 2014
OhioHealth October 2007 - August 2012
BISYS November 2002 - July 2007
Trane April 2001 - October 2002
Skills
QlikView, EPSi, TSI, Microsoft SQL Server, Microsoft Excel, Access Database, McKesson STAR, Actuate Reporting, Crystal Reports, Visio, Visual Basic, Healthcare Analytics
Education
Franklin University 2009 — 2011
MBA
University of Wisconsin-La Crosse 1997 — 2002
Bachelor of Science, Double major in MIS & Finance
Realty Ohio Real Estate January 2012 - Present
Primary Financial 2009 - October 2011
JPMorgan Chase July 2007 - September 2009
jpmorganchase 2007 - September 2009
JPMorgan 2007 - September 2009
JPMorgan Chase September 2005 - August 2007
BISYS April 2003 - August 2005
Skills
Account Reconciliation, Training, Auditing, Mutual Funds, Accounting, Banking, Financial Risk, Risk Management, Budgets, Fundraising, Process Improvement, Customer Service, Forecasting, Finance, Microsoft Excel, Management, Financial Analysis, Leadership
Education
Hondros College 2011 — 2011
Ohio Real Estate License, Sales Professional
Mount Vernon Nazarene University 1997 — 2001
Bachelors of Business Administration, Marketing Track
Centerburg
Alliance Data June 2013 - Present
Cardinal Health April 2008 - May 2013
Nationwide February 2007 - April 2008
XLNsystems August 2006 - February 2007
Sofa Express March 2006 - August 2006
BISYS May 2004 - March 2006
Independant Cosultant March 1999 - May 2004
Compuware June 1998 - April 2002
Skills
SDLC, Business Analysis, Project Management, Data Analysis, Requirements Analysis, Agile Methodologies, Access, Healthcare, Software Documentation, Healthcare Information..., SQL, Requirements Gathering
Education
Capital University 1993 — 1997
Bachelors of Arts, Biology
Braintree Public Schools July 2013 - Present
Hingham Public Schools September 2011 - Present
Brown Brothers Harriman July 2007 - April 2009
BISYS 2004 - 2007
Education
Cambridge College 2009 — 2011
Masters, Elementary Education
Assumption College 1990 — 1994
PwC October 2013 - Present
PwC November 2012 - October 2013
MFS Investment Management June 2007 - November 2012
Deutsche Bank 2006 - 2007
Bisys 2005 - 2006
State Street Bank 2003 - 2003
Education
Boston University 1996 — 2000
Bachelor of Arts (B.A.), Economics
Boston University 1996 — 2000
Bachelor of Arts (B.A.), Psychology
Washingtonville High School
Kappa Delta Pi October 2002 - Present
BISYS 1997 - 2002
Macmillan Publishing USA 1985 - 1997
Skills
Nonprofits, Proofreading, E-Learning, Higher Education, Social Media, Publications, Books, Editing, Blogging, Copy Editing, Staff Development, Curriculum Design, Curriculum Development, Grants, Instructional Design
Education
The George Washington University 2012 — 2013
Graduate Certificate, Instructional Design
Barnard College 1973 — 1977
Intuit November 2010 - Present
FISERV (previously IPS-Sendero) July 2008 - July 2010
IPS-Sendero June 2008 - July 2010
IPS-Sendero December 2006 - July 2010
Scenic Homes September 2005 - December 2006
Fiserv June 2005 - December 2006
BANK OF AMERICA May 2004 - June 2005
BISYS DOCUMENT SOLUTIONS January 2000 - January 2002
Bisys 2000 - 2001
Imagic January 1998 - January 2000
Skills
Access, Customer Service, Integration, Microsoft Office, Process Improvement, Product Management, Project Management, Requirements Analysis, SQL, SharePoint, Visio, Analysis, Quality Assurance, Requirements Gathering, Management
Education
DeVry University 2006 — 2007
Technical Accounting
Davenport College
BS; degree, Finance
Kappa Delta Pi Art DirectorKappa Delta Pi, International Education Honor Society2003 - Present
BISYS 1983 - 2002
Skills
Mac, Graphic Design, Leadership, Layout, Marketing Communications, Graphics, Event Planning, Adobe Creative Suite, Marketing, Screen Printing, Art, Brochures, InDesign, Photography, Digital Illustration, Publications, Direct Mail, Corporate Identity, Concept Design, Posters
Education
Indiana University Bloomington
Adelante Capital Management October 2012 - Present
Citi Hedge Fund Services North America Inc. December 2009 - September 2012
Standish Management August 2008 - October 2009
Citi August 2007 - July 2008
BISYS December 2003 - August 2007
Rothstein Kass August 2003 - December 2003
Investors Bank & Trust August 2001 - June 2003
Skills
Fund Administration, Fund Of Funds, Hedge Funds, Private Equity, Alternative Investments, Fund Accounting, Accounting, Fixed Income, Venture Capital, Valuation, Financial Services, Equities, Back Office, Auditing, Securities, Investments, Asset Management
Education
University of Wollongong 2000 — 2001
Corporate Finanace
University of Massachusetts at Amherst - Isenberg School of Management 1997 — 2001
Corporate Finance, Finance
Norwell High School 1993 — 1997
Bloomingdale's February 2007 - February 2012
BISYS 2004 - 2005
Vanguard 1999 - 2003
Education
Kutztown University of Pennsylvania 1994 — 1998
ProTrades Connection September 2006 - Present
CLP Resources May 2004 - September 2006
Bisys 2002 - 2004
Education
Juniata College 1997 — 2001
HSBC Securities Senior Fund AccountantHSBC SecuritiesNovember 2005 - Present
BISYS November 2003 - November 2005
bisys 2002 - 2005
Education
Baruch College, City University of New York (CUNY) 1995 — 1999
Accounting
Universal Avionics Systems Corporation 2003 - Present
New View Technologies 1999 - 2002
Newview Technologies 1999 - 2002
BISYS 1995 - 1999
Education
Clarkson University 1987 — 1991
Bank of America January 2007 - Present
GE Capital January 1999 - December 2005
BISYS 1997 - 1999
Entertainment Partners 1997 - 1997
Nikken 1995 - 1997
Skills
SDLC, Visio, VMware, Disaster Recovery, Risk Management, Business Analysis, Vendor Management, Data Center, Windows Server, Networking, IIS, Replication, Windows System..., HP-UX, Phone System..., Cisco IOS, TCP/IP, DNS, .NET, SSL, Autosys, Enterprise Architecture, Troubleshooting, Project Management, Project Planning, ITIL, Integration, Microsoft SQL Server, Servers, SharePoint, Active Directory, IT Management, IT Operations, Security, System Administration, Virtualization, Citrix, Databases, Requirements Analysis, High Availability, IT Strategy, ssrs, business requirements, SQL, Operating Systems, PMO, Information Security, Business Intelligence, Firewalls
Education
California State University-Northridge 1992 — 1995
Accounting - Management Information Systems
Los Angeles Pierce College 1990 — 1992
AA, Accounting
Tribridge April 2011 - Present
iPipeline April 2010 - April 2011
Tech Efficiencies January 2010 - April 2011
ValMark Securities October 2003 - December 2009
Hauck Business Consulting 2002 - 2003
BISYS 1991 - 2002
Skills
Analysis, Business Process, Insurance, Leadership, Information Technology, Business Analysis, CRM, Architecture, Microsoft CRM, Business Intelligence, Management, Consulting, Training, System Administration, Integration, Database Design, Windows Server, SaaS, Business Process Design, ERP, Software Design, Process Improvement, Cloud Computing, Professional Services, Architectures, Project Management, Vendor Management
Education
Lebanon Valley College 1985 — 1987
B.S., Computer Science
HACC, Central Pennsylvania's Community College 1984 — 1985
Computer Science
University of Maryland College Park 1983 — 1983
Computer Science
The Townsend Group January 2014 - Present
Victory Capital Management January 2012 - December 2013
Victory Capital Management June 1998 - January 2012
McDonald Investments January 2006 - March 2007
BISYS June 1989 - May 1995
Skills
Series 7, Asset Managment, Securities, Mutual Funds, Alternative Investments, Investments, Hedge Funds, Investment Advisory, FINRA, Due Diligence, Series 63, Portfolio Management, Asset Allocation, Asset Management, Investment Management, Equities, Standards Compliance
Education
Baldwin Wallace University 1995 — 1997
MBA, Business
The Ohio State University 1990 — 1992
BS, Economics
Florida State University 1985 — 1987
KeyCorp 1997 - Present
Key Bank 1994 - Present
KeyCorp 1994 - 1997
BISYS 1993 - 1994
Skills
Risk Management, Banking, Credit, Financial Analysis, Financial Modeling, Financial Reporting, Portfolio Management, Financial Risk, Credit Risk, Business Analysis, Analysis, Finance, Leadership, Executive Management, Accounting, Equities, Auditing, Financial Services, Process Improvement, Credit Analysis, Derivatives
Education
Baldwin Wallace University 1995 — 1997
MBA, Business
The Ohio State University 1989 — 1992
BSBA, Finance
OhioHealth November 2014 - Present
OhioHealth May 2013 - November 2014
Crump Group Inc April 2008 - December 2012
BISYS March 2000 - April 2008
Tailored Management November 1998 - March 2000
Huntington National Bank September 1993 - November 1998
Skills
ADP, Excel, Customer Service, Microsoft Office, Lotus Notes, Payroll, Word, ADP Payroll, Microsoft Excel, Microsoft Word, Ceridian Payroll System, Multi-state Payroll..., Timekeeping, Customer-focused, Workers Compensation, General Ledger, Garnishments, New Hire Orientations, Human Resources, FMLA, PeopleSoft, Kronos, Accounting, Ceridian, Payroll Taxes
Education
Central Ohio Technical College 1989 — 1991
Associate's degree, Accounting
Central Ohio Tecnical College 1989 — 1991
Associate's Degree, Accounting
Renaissance Regulatory Services, Inc. February 2006 - Present
Florida Securities Dealers Association, Inc. January 2015 - Present
US Securities and Exchange Commission December 2003 - February 2006
BISYS July 2000 - December 2003
BISYS Fund Services 1999 - 2003
US Securities and Exchange Commission July 1995 - July 2000
Florida Division of Securities July 1990 - August 1995
Florida Office of Financial Regulation, Division of Securities 1990 - 1995
Florida Department of Revenue June 1985 - July 1990
Skills
SEC reporting, Compliance, FINRA, Investment Advisory, Litigation, Securities, Hedge Funds, Mutual Funds, AML, Risk Management, Strategic Planning, Derivatives, Investments, Private Equity, Financial Reporting, Analysis, Budgeting, Banking, Fixed Income, Auditing, Accounting, Change Management, Research, Equities, Due Diligence, Securities Regulation, Alternative Investments, Capital Markets, Risk, Finance, Financial Services, Asset Management
Education
Florida State University 1985 — 1990
BS, International Economics & Management
Sodexo February 2015 - Present
Greatbatch, Inc. August 2014 - February 2015
Greatbatch, Inc. May 2012 - July 2014
Greatbatch, Inc. June 2008 - April 2012
Greatbatch, Inc. March 2006 - June 2008
BISYS October 2004 - February 2006
Fidelity Investments October 2001 - September 2004
US Power Solutions May 2001 - October 2001
Bridgewater State University 1999 - 2001
Skills
MCSE 2003, ITIL Certified, Project Management, Vendor Management, VCP 4, Infrastructure, ITIL, Microsoft Exchange, Cisco Technologies, Data Center, Storage, PMP, VMware, Firewalls, Management, IT Operations, Troubleshooting, SDLC, Active Directory, SharePoint, Servers, Networking, IT Strategy, Help Desk Support, Disaster Recovery, Windows Server, VMware ESX, VMware Infrastructure, System Administration, Virtualization, Business Strategy, Network Security, Information Technology, Technical Support, IT Service Management, Software Documentation, IT Management
Education
Bridgewater State University 1998 — 2001
Bachelor's degree, Music Performance, General
Eastern Nazarene College 1997 — 1998
Bachelors, Music
East Bridgewater HS 1994 — 1997
High School, Academic
Mission Essential Personnel, LLC April 2012 - Present
JPMorgan Chase Bank January 2010 - April 2012
Alliance Data December 2008 - July 2009
Citi January 2008 - May 2008
BISYS March 1999 - May 2008
Citi Group March 1999 - May 2008
Education
Columbus State Community College 1979 — 1980
bookkeeping certificate, accounting
Financial Core Strategies August 2008 - Present
Open Solutions September 2004 - May 2008
BISYS 1998 - 2005
re:Member Data Services, Inc. 1990 - 1998
Skills
Banking, Financial Services, Account Management, Strategic Planning, Sales, Vendor Management, Consulting, Disaster Recovery, Management Consulting, Management, Contract Negotiation, Credit Unions, Executive Management, Risk Management, Business Analysis, Process Improvement, Business Development, Strategy, Outsourcing, Product Management, CRM
Education
Jacksonville State University 1976 — 1979
BS, Banking & Finance, Marketing
Jacksonville State University
Bachelor of Science (B.S.), Banking and Financial Management
North Georgia College & State University November 2009 - Present
IBM 2001 - 2008
Informix Software 1998 - 2001
BISYS 1996 - 1997
Antinori Software 1994 - 1996
Stockholder Systems 1987 - 1994
Control Data Corporation 1982 - 1987
Cox Communications 1978 - 1981
Federal Reserve Bank - Jacksonville 1974 - 1978
Skills
Solution Selling, Enterprise Software, Cloud Computing, Business Intelligence, Sales, Negotiation, Strategic Planning, Risk Management, Lead Generation, Marketing, Strategic Partnerships, Management, SaaS, CRM, Strategy, Business Development
Education
Auburn University
BS, Business Administration
Open Solutions now part of Fiserv March 2006 - Present
BISYS January 1998 - March 2006
Ajilon Consulting November 1995 - January 1998
Skills
Business Requirements, Requirements Gathering, COBOL, JCL, Microsoft Excel, Microsoft Word, Visio, Software Project..., Analysis, CICS, COBOLII, Vollie, CA-Dynam, Comparex, VSAM, IDCAMS, Microfocus, Easytrieve, Outlook, ALC, Technical Support, Tour Merchandise Sales, Digital Music Archiving, Photoshop Elements, Social Media
Education
Houston Community College
Associate's, Information Systems
Verisight, Inc March 2013 - Present
ActiFi 2012 - March 2013
Transamerica Retirement Management 2008 - January 2012
Transamerica Retirement Management 2006 - 2008
BISYS 2004 - 2006
Hartford Life 2003 - 2004
Prudential Financial 1985 - 2003
Skills
Defined Contribution, Retirement Services, Business Strategy, Process Management, Investments, Cross-functional Team..., Business Relationship..., Operations Management, Client Service, Call Center Development, Call Center, Analytics, Leading People, Quality Management, Financial Management, Vendor Management, Project Implementation, Organizational..., •Creativity, New Product..., Series 7, Series 66, Retirement Income, Process Improvement, Sales Operations, Sales Process, Executive Management, Retirement, Strategic Financial..., Call Centers, Leadership, Strategic Planning, Coaching, Retirement Planning, Relationship Management, Management, Strategy, Financial Services, Mutual Funds, Managerial Finance, Financial Planning
Education
Rutgers, The State University of New Jersey-Newark 1989 — 1992
MBA, Finance
Colgate University 1980 — 1984
BA, Economics
Mountain Lakes High School 1976 — 1980
HS
FIS 2007 - Present
Fidelity Information Services 2000 - 2007
BISYS 1994 - 1999
Education
Centre College 1984 — 1987
BA, Econ and Management
Vanguard November 2011 - Present
Vanguard September 2004 - November 2011
BISYS 2003 - 2004
Prudential Financial 1997 - 2001
Prudential Financial 1992 - 1997
Education
King's College 1988 — 1992
B.A., Communications
Worthington Industries February 2013 - Present
Worthington Industries January 2011 - February 2013
Tween Brands September 2007 - January 2011
BISYS April 2001 - September 2007
Skills
Employee Benefits, Benefits Administration, HRIS, Deferred Compensation, FMLA, HR Policies, New Hire Orientations, COBRA, 401k
Education
Ashland University 2004 — 2007
Masters, Business Administration
The Ohio State University 1996 — 2001
Bachelor of Science, Psychology
Open Solutions March 2006 - Present
BISYS April 2004 - March 2006
Alltel Information Services February 2002 - April 2004
Fidelity National Information Services 2002 - 2004
ALLTEL Information Services 1999 - 2002
Alltel Information Services 1997 - 1999
Alltel Information Services 1996 - 1997
Alltel Information Services November 1994 - March 1996
Alltel Information Services November 1993 - October 1994
Alltel Information Services February 1991 - October 1993
Education
Purdue University 1984 — 1988
BA, Communications/minor in business (Advertising/Mktg)
Imperial College London 1987 — 1987
International Business/Economics
National Compliance Services - NCS, Inc. April 2014 - March 2015
Self-employed Compliance Consultant February 2013 - April 2014
BMO Harris Bank June 2012 - February 2013
Self-Employed Securities Compliance Consultant April 2009 - June 2012
Self-employed April 2009 - June 2012
Protiviti/Robert Half February 2010 - December 2010
Price Waterhouse September 2008 - April 2009
Self-Employed Securities Compliance Consultant January 2008 - September 2008
BISYS Fund Services 2005 - 2007
BISYS 2005 - 2007
Skills
Compliance Management, Compliance Audits, SEC compliance, Internal Audit, Regulatory Submissions, Regulatory Requirements, Regulatory Liaison, Regulatory Risk, Regulatory Filings, Regulatory Analysis, Regulatory Research, FINRA, Trading Strategies, Trading Compliance, Securities Regulation, Securities Fraud, Securities Law, Compliance, SEC, Trading, Securities, Hedge Funds, Capital Markets, Mutual Funds, Fixed Income, AML, Regulations, Quality Auditing, Risk Management, Due Diligence, Banking, Finance, Investment Advisory, Series 7, Financial Risk, Alternative Investments, Asset Management, Financial Services, Financial Analysis, Cash Management, Insurance, Equities, Operational Risk, ETFs, Investments, Portfolio Management, Corporate Finance, Credit Risk, Strategic Financial..., Enterprise Risk...
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1980 — 1981
MBA, Finance
JDC Healthcare Management, LLC August 2014 - Present
Madix Store Fixtures August 2007 - March 2014
College Solutions Network August 2004 - June 2006
Intuit Eclipse 2001 - 2004
eMed Technologies 1999 - 2001
BISYS 1996 - 1998
Skills
System Administration, Cisco IOS, Windows, Networking, Backup Exec, Windows Server, Microsoft SQL Server, Active Directory, VMware, SQL, Databases, WAN, Network Administration, Antivirus
Education
Framingham State College 1996 — 1998
Computer Science
Wheaton College (MA) 1991 — 1995
B.A., Political Philosophy
Bloomberg LP May 2014 - Present
Bloomberg December 2010 - Present
Thomson Reuters May 2009 - March 2010
Thomson Reuters July 2005 - May 2009
Lipper, a Reuters Company January 2002 - July 2005
Lipper, a Reuters Company March 2000 - December 2001
BISYS June 1996 - February 2000
Coopers & Lybrand April 1994 - December 1995
Dreyfus 1989 - 1994
Dreyfus 1982 - 1989
Education
Cornell University 1975 — 1979
Bachelor of Arts, Economics and Government
Fort Washington Investment Advisors July 2014 - Present
Fermann & Co. LLC, CPA July 2010 - July 2014
JP Morgan Fund Services April 2007 - July 2010
Integrated Investment Services 2001 - 2007
BISYS 1995 - 1999
Skills
Mutual Funds, Accounting, Investments, Business Analysis, Tax, Securities, Management, Financial Analysis, Small Business, Financial Services, Risk Management, Banking, Portfolio Management, Project Management, Payroll, Finance, Alternative Investments, Financial Reporting, Financial Risk
Education
Franklin University 1997 — 1999
MBA
University of Dayton 1988 — 1992
BA, History
Legacy Retirement Solutions, LLC. November 2010 - Present
Redwood Administrators, Inc. January 2005 - November 2010
BISYS 2000 - 2004
Skills
401k, Asset Management, Mutual Funds, Securities, Series 63, Retirement, Defined Benefit, ERISA, Defined Contribution, Retirement Planning, Asset Allocation, Pensions, Series 7, Investment Advisory, Series 6, Financial Services, Retirement Plan..., Wealth Management
Education
Holy Family University 1989 — 1993
BA, Management/Marketing
North Catholic High School 1985 — 1989
BISYS 2002 - 2007
Goodwin Procter 2000 - 2002
Massachusetts Superior Court 1997 - 2001
Superior Court of Massachusetts 1997 - 2000
Sanders, Sanders, Block & Woycik 1997 - 1997
Education
Boston University School of Law 1993 — 1996
JD, Law
Cornell University 1989 — 1993
BA, Psychology
Ward Melville High School 1986 — 1989
Discover Financial Services - PULSE Network April 2015 - Present
Discover Financial Services - PULSE Network October 2009 - Present
Discover Financial Services - PULSE Network November 2006 - October 2009
HoustonFIRST 2006 - 2007
PULSE EFT Association April 2003 - November 2006
BISYS September 1998 - January 2002
Chase Bank of Texas (Texas Commerce Bank) April 1994 - September 1998
Texas Commerce Bank April 1981 - April 1994
Skills
Compliance, Vendor Management, Business Continuity, Payments, AML, Business Continuity..., ACH, Risk Assessment, Risk Management, Debit Cards, Disaster Recovery, Security, Financial Risk, Banking, Change Management, Credit Cards, Strategy, Program Management, Enterprise Risk..., PCI DSS, Fraud, Team Leadership, Quality Assurance, Management, Retail Banking, Portfolio Management, Cards, IT Audit, Credit
Education
The University of Texas at Austin 1982 — 1989
Business Administration
Austin Community College 1985 — 1987
Associate, Business Administration
Ascensus 2007 - Present
Bisys June 2001 - 2007
Universal Pensions April 2000 - June 2001
Collin Fritz & Associates January 1987 - March 2000
Lutheran Brotherhood January 1986 - December 1986
Skills
401k, ERISA, Compliance, Retirement, Plan Design, Retirement Planning, Employee Benefits, Investments, Mutual Funds, Financial Services, Pensions, Retirement Plan..., Series 63, Securities, Investment Advisory, Series 7, Qualified Retirement..., IRAs, Asset Allocation, Wealth Management, Profit Sharing, Fixed Annuities, FINRA, Defined Contribution, ETFs
Education
Hamline University School of Law 1982 — 1985
Juris Doctorate, Law
Concordia College 1979 — 1982
Bachelor of Arts, Political Science
Renaissance Regulatory Services, Inc. January 2008 - Present
BISYS August 1991 - December 2007
Education
Saint Paul College 1984 — 1987
Broward College
Associate's Degree, Business Administration
Florida Atlantic University
Bachelor's Degree, Management
American General Life Companies August 2012 - Present
Genworth Financial March 2008 - July 2012
LifeStar Financial Network March 2006 - March 2008
WJ Christensen Enterprises August 2002 - March 2006
BISYS February 1998 - September 2002
Skills
Fixed Annuities, Term Life Insurance, Life Insurance, Insurance, Long-term Care, Retirement Planning, Universal Life, Retirement, Underwriting, Strategic Financial..., Sales, Financial Planning, Long Term Care Insurance
Education
Brigham Young University 1989 — 2004
International Relations, International Relations, Portuguese
JP Morgan Chase December 2011 - Present
Keller Williams Scottsdale AZ April 2010 - Present
A Win Win RE Solution LLC January 2010 - Present
Risk and Regulatory Compliance Consulting 2013 - 2014
JPMorgan Chase 2011 - 2013
Experis formerly Jefferson Wells International April 2010 - December 2011
Federal Reserve Bank of Philadelphia May 2005 - February 2010
BISYS November 1998 - January 2005
Alliance Bank September 1989 - November 1998
Skills
Risk Management, Banking, Financial Risk, Finance, Loans, Credit, Due Diligence, Internal Audit, Process Improvement, Financial Services, Auditing, Mortgage Lending, Portfolio Management, Management, Enterprise Risk..., Executive Management, Leadership, Credit Risk, Operational Risk, Anti Money Laundering, Underwriting, Consulting
Education
Arizona School of Real Estate and Business 2010 — 2010
State of Arizona Real Estate License, Real Estate
Federal Reserve Board of Governors Bank Examiner Program 2005 — 2008
yes, Safety & Soundness Examination
Eastern University 1997 — 1999
yes, Business Administration
New Jersey Institute of Insurance and Appraisals 1988 — 1989
yes, Residential Real Estate Appraisal License
Federal Housing Administration 1983 — 1984
yes, Housing Counselor
Rowan College at Burlington County 1979 — 1982
yes, Legal Technology and Business Administration
New Jersey Institute of Insurance and Appraisals 1979 — 1980
yes, Insurance, and SEC 7, and SEC 63
Equinoxe Alternative Investment Services November 2010 - Present
Equinoxe Alternative Investment Services June 2008 - November 2010
JPMorgan Hedge Fund Services February 2002 - May 2008
Tranaut Fund Administration (now JPMorgan Hedge Fund Services) February 2002 - October 2004
BISYS November 1999 - October 2001
Deutsche Bank January 1999 - October 1999
Bankers Trust April 1998 - October 1999
Bankers Trust 1995 - April 1998
Skills
Alternative Investments, Fund Accounting, Hedge Funds, Fund Administration, Fund Of Funds, Valuation, Financial Reporting, Accounting, Private Equity
Education
Fordham University 1991 — 1995
BS, Public Accounting with Specialisation in International Business
Holy Trinity High School 1987 — 1991
DFAS August 2010 - Present
Limited Brands October 2007 - August 2010
Schneider Downs January 2006 - October 2007
BISYS 2004 - 2005
Skills
GAAP, Financial Reporting, Auditing, Internal Controls, Financial Accounting, CPA, Financial Statements, General Ledger, Accounting, Sarbanes-Oxley Act, SEC filings, Account Reconciliation, US GAAP, Tax Preparation
Education
AICPA 2005 — 2006
CPA, Auditing, Accounting
Gujarat University 2002 — 2004
Masters in Commerce, Accounting, Auditing, Finance
Viewpointe August 2011 - Present
Open Solutions March 2006 - August 2011
BISYS 1998 - 2006
IBM 1981 - 1998
Skills
Process Improvement, Program Management, SaaS, Business Analysis, SDLC, Cloud Computing, Software Development, PMO, Executive Management, Product Management, SQL, Software Project..., Project Management, Leadership, Agile Methodologies, Business Intelligence, Business Process, Business Process..., Change Management, Data Center, Databases, Enterprise Architecture, Enterprise Software, IT Management, IT Strategy, Integration, Microsoft SQL Server, PMP, Requirements Analysis, Requirements Gathering, Software Documentation, Strategic Planning, Team Leadership, Testing, Vendor Management
Education
Georgia Institute of Technology 1980 — 1981
MSEE, Programming, Digital Signal processing
Georgia Institute of Technology 1978 — 1980
BS, EE
Pioneer Investments July 2010 - Present
Foreside Financial Group, LLC August 2007 - October 2008
BISYS February 2005 - July 2007
Fidelity Investments August 2003 - February 2005
Davidson Manchel & Brennan April 2002 - May 2003
Fidelity Investments June 1997 - November 2001
US Securities and Exchange Commission January 1988 - June 1997
Shereff Friedman Hoffman & Goodman April 1986 - December 1987
Schulte Roth & Zabel LLP October 1983 - April 1986
Skills
Mutual Funds, Compliance, FINRA, SEC reporting, Contract Negotiation, SEC, Securities, Litigation, SEC filings, Legal Writing, Investments, Securities Regulation, Financial Risk, Financial Services, Due Diligence, Broker-Dealer, Finance, Policy, AML, Corporate Law, Corporate Governance, Hedge Funds, Asset Management, Alternative Investments, Investment Management, Capital Markets
Education
Brooklyn Law School 1980 — 1983
Juris Doctor, Law
Vassar College 1974 — 1978
B.A., Urban Studies
Internal Revenue Service September 2010 - Present
Standard Insurance Company May 2009 - September 2010
Nationwide Insurance November 2005 - April 2009
Abercrombie & Fitch March 2005 - November 2005
BISYS December 2003 - March 2005
Westfield Group February 2002 - December 2003
Skills
Tax, Sarbanes-Oxley Act, Accounting, Tax Preparation, Corporate Tax, Income Tax, Management, Tax Accounting, Auditing, Tax Research, CPA
Education
Capital University Law School 2004 — 2005
Masters, Taxation
Kent State University 1993 — 1998
Bachelors, Business Administration
Citigroup June 2008 - Present
Big Brothers Big Sisters of Central Ohio 2007 - Present
Columbus Literacy Council 2007 - 2009
Alcoa June 2005 - September 2006
BISYS February 1998 - August 2003
Education
Carnegie Mellon University - Tepper School of Business 2003 — 2005
MBA, Finance, Strategy, International Management, Accounting
The Ohio State University Fisher College of Business 1994 — 1997
BSBA, Finance, International Business
JPMorgan Chase October 2013 - Present
Theresa Liggins Photography 2007 - Present
RomantiCreations 2000 - Present
JPMorgan Chase August 2012 - August 2013
Cardinal Health December 2011 - July 2012
JPMorgan Chase January 2011 - November 2011
Fiserv December 2007 - January 2011
BISYS 1999 - 2007
Grand Design Group 1999 - 1999
Chase Manhattan Mortgage Company December 1992 - December 1998
Skills
Digital Photography, Writing, Photo Editing
Education
College of Marin
Computer Information
D+H U.S. Operation September 2001 - Present
BISYS 1994 - 2001
Document Solutions Inc 1994 - 1996
Bankware 1994 - 1995
Skills
SaaS, SharePoint, SQL, Salesforce.com, Requirements Analysis, SDLC, Process Improvement, Solution Selling, Vendor Management, Disaster Recovery, Business Analysis, Microsoft SQL Server, Leadership, Software Project..., Business Intelligence, Project Management
Education
Auburn University 1989 — 1993
BS, Management Information Systems
Fiserv April 2014 - Present
Fiserv November 2010 - March 2014
Fiserv October 2009 - November 2010
Open Solutions August 2001 - March 2009
BISYS June 1997 - August 2001
BISYS August 1993 - June 1997
First Federal Savings Bank December 1985 - August 1993
Skills
Process Improvement, Vendor Management, Business Analysis, CRM, Banking, Financial Analysis, Visio, Salesforce.com, Project Management, Team Building, Risk Management, Management, Software Documentation, Software Project..., Financial Services, SDLC
Education
Illinois Wesleyan University 1981 — 1985
Bachelor of Arts, Business Administration
Aronson LLC January 2015 - Present
American Capital October 2007 - December 2014
Cherry, Bekaert & Holland 2006 - 2007
Reznick Group 2004 - 2006
BISYS 2000 - 2004
PricewaterhouseCoopers 1999 - 2000
Skills
SEC filings, Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Accounting, Due Diligence, Financial Analysis, Financial Modeling, CPA, Mergers, International Tax, Tax Research, Corporate Finance, Corporate Tax, Tax, Tax Accounting, Partnership Taxation, Business Valuation, Tax Law, Income Tax
Education
Baruch College, City University of New York (CUNY) 2001 — 2004
MS-Taxation
Fordham University 1989 — 1993
BS Accounting
American Electric Power January 2004 - Present
BISYS January 2002 - December 2003
Skills
Process Improvement, Troubleshooting
Education
Capital University - School of Management 2007 — 2009
MBA
West Liberty University 1996 — 2001
BS, Business Administration / Computer Information Systems
LNB Financial June 2012 - Present
National Financial Alliance, LLC January 2010 - June 2012
Mutual Service Corporation November 2005 - October 2009
ProEquities, Inc. February 2001 - November 2005
BISYS 1999 - 2000
Securities Consultants International (Purchased by BISYS) 1995 - 1998
Securities Consultants International 1994 - 1995
Securities Consultants International 1993 - 1994
Skills
Securities, Series 7, Risk Management, Investment Advisory, Estate Planning, Series 24, Customer Service, Training, Fixed Annuities, Retirement, Retirement Planning, Wealth Management, Alternative Investments, Mutual Funds, Financial Advisory, 401k, ETFs, Investment Strategies, Management, Consulting, Recruiting, Investments, Series 63, Strategic Financial..., Uniform Combined State..., Marketing, Public Speaking, Disaster Recovery, Corporate Training, Small Office
Education
Florida Atlantic University 1991 — 1995
Bachelors of Science, Accounting
Party City September 2013 - Present
Flexon Industries June 2012 - September 2013
EK Success January 2011 - February 2012
EK Success for Martha Stewart June 2009 - December 2011
EK Success August 2007 - May 2009
EK Success January 2007 - August 2007
BISYS January 2005 - January 2007
Rothstein Kass January 2004 - January 2005
Skills
Product Marketing, Product Management, Market Research, Product Development, Competitive Analysis, Product Launch, Cross-functional Team..., Pricing, Consumer Products, Project Management, Marketing Strategy, Marketing, Brand Development, Market Planning, Trade Shows
Education
County College of Morris 2001 — 2003
Associate in Applied Science, Marketing, Advertising, Economics
Ascensus July 2015 - Present
Ascensus June 2010 - July 2015
BISYS December 2007 - June 2010
Cragun's Resort June 2000 - May 2005
Skills
Series 7, Retirement Planning, Series 63, Investments, Securities, Pensions, Equities, Series 6, Wealth Management, Insurance, Defined Benefit, Asset Management, Alternative Investments, Banking, Retirement, 401k, Mutual Funds
Education
Central Lakes College-Brainerd 2000 — 2001
Associate of Arts (A.A.)
Bemidji State University 1999 — 2000
Lamparth Consulting April 2013 - Present
Franklin County Court of Common Pleas - General Division March 2012 - November 2012
Olentangy Local School District November 2009 - February 2012
Exel Logistics August 2005 - July 2009
BISYS January 1999 - January 2005
Information Control Corporation January 1997 - January 1999
The Midland Life Insurance Company January 1995 - January 1997
Skills
Windows Server, Lotus Domino, Lotus Notes, Blackberry Enterprise..., Windows XP Pro, Barracuda Spam Filter, Windows 7, Active Directory, Backup Solutions, Sametime, Customer Service, Lotus Traveler, Windows System..., Building Relationships, Mac OS, Project Coordination, Windows Azure, Process Improvement, Disaster Recovery, Troubleshooting, Software Documentation, SMTP, Network Administration, Technical Support, System Administration, Servers, Data Center
Education
Carthage College
NCCHS
Zion Benton Township High School
ISD 181 June 2003 - Present
Pequot Lakes High School May 2001 - 2003
Bemidji State University 1999 - 2001
BISYS April 1995 - 2000
Education
Bemidji State University 1999 — 2001
B.S., English, Professional Education
Concordia College 1989 — 1993
B.A., Speech Communication in the Theatre Arts
SEI Investments November 2010 - Present
Turner Investment Partners January 2006 - December 2008
SEI Investments February 2005 - January 2006
BISYS March 2003 - February 2005
Wachovia Corporation June 2002 - March 2003
1838 Investment Advisors August 1999 - November 2001
Rittenhouse Financial Services October 1996 - August 1999
Education
Drexel University - LeBow College of Business 1990 — 1995
BA, Business and Administration
DST Health Solutions August 2012 - March 2015
United Concordia June 2008 - September 2011
Yes Solutions May 2003 - September 2007
BISYS June 2000 - August 2002
Yes Solutions November 1995 - February 2000
Skills
Accounts Receivable, Medical Terminology, ICD-9-CM, ICD-10-PCS, ICD-10-CM, Typing, HCPCS, Transcription, Bookkeeping, Transcribing, 10 Key, Production Support, Health Insurance, Life Insurance, Dental Insurance, Credentialing, Invoicing, Windows 7, Windows Vista, Windows XP Pro, AS400 system, OPEX, Outlook, Outlook Express, Image Capture, Coordination of Benefits, Medical Billing, HIPAA, Accounting, Insurance, Finance
Education
American Academy of Professional Coders (AAPC) - online classes 2014 — 2014
certificate, ICD-10-CM
American Academy of Professional Coders (AAPC) - online classes 2014 — 2014
Certificate, ICD-10-PCS
Harrisburg Area Community College 2013 — 2013
Certificate, Medical Insurance Coding Specialist/Coder
Harrisburg Area Community College 2012 — 2013
Certificate, Medical Insurance Billing Technician
Johnson & Wales University
Associates degree, Cooking and Related Culinary Arts
Ascensus January 1996 - Present
Silpada Designs January 2012 - Present
BISYS January 1996 - January 2003
Merdian Bank January 1994 - January 1996
Skills
Retirement Planning, Business Development, Inside Sales, Account Reconciliation, communication, Cross Selling, Relationship Building, ethical, ERISA, revenue goals, Microsoft Word, Microsoft Excel, Mutual Funds, 401k, Management, Relationship Management, Sales
Education
Bucks County Community College
Business Administration and Management, General
Montgomery County Community College
Nursing Education
BISYS September 1995 - September 1999
BISYS 1995 - 1997
Education
Eastern Connecticut State University
Bachelor of Arts (B.A.), Psychology
The Bryn Mawr Trust Company June 2013 - Present
Bryn Mawr Trust Company July 2004 - Present
BISYS January 1996 - July 2004
Smith Barney Corporate Trust Company 1993 - 1995
CoreStates Bank August 1982 - 1993
Skills
Finance, Financial Services, Wealth Management, Leadership, Pensions, Estate Planning, Retirement Planning, Banking, Quality Assurance, Public Speaking, Investment Advisory, Financial Planning
Education
Gettysburg College
BA, Business Administration/Political Science
National Graduate Trust School
Radnor
Bell County October 2006 - Present
BISYS 2000 - 2004
Hutton communications 1998 - 2000
Education
Camden County College
Associate of Science (A.S.), Accounting and Business/Management