BISYS Company
Industry: Company
DescriptionFounded: 1993 Parent organizations: Citigroup, CITIBANK OVERSEAS INVESTMENT CORP
BISYS List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at BISYS. You can filter them based on skills, years of employment, job, education, department, and prior employment.
BISYS Salaries. You can even request information on how much does BISYS pay if you want to. Learn about salaries, pros and cons of working for BISYS directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
351 BISYS employees in database. Find out everything there's to know about BISYS employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
BISYS Employees
Employee
Years
Job
Industry
Hector Vera Hector Vera's BISYS Experience 2001 - 2004
Job VP Business Development at Equifax
Industry Banking
Experience
Equifax January 2015 - Present
Jack Henry & Associates November 2008 - January 2015
Open Solutions is now part of Fiserv. Please follow Fiserv at LinkedIn.com/company/Fiserv 1998 - 2008
BISYS 2001 - 2004
Digital Insight 1999 - 2001
Skills
Salesforce.com, Strategy, Account Management, Solution Selling, Payments, Electronic Payments, Strategic Alliances, Selling, Financial Services, New Business Development, Banking, Enterprise Software, Strategic Partnerships, Product Management, Vendor Management, Business Development, Sales
Education
Texas A&M University-Kingsville 1981 — 1986
Equifax January 2015 - Present
Jack Henry & Associates November 2008 - January 2015
Open Solutions is now part of Fiserv. Please follow Fiserv at LinkedIn.com/company/Fiserv 1998 - 2008
BISYS 2001 - 2004
Digital Insight 1999 - 2001
Skills
Salesforce.com, Strategy, Account Management, Solution Selling, Payments, Electronic Payments, Strategic Alliances, Selling, Financial Services, New Business Development, Banking, Enterprise Software, Strategic Partnerships, Product Management, Vendor Management, Business Development, Sales
Education
Texas A&M University-Kingsville 1981 — 1986
Julia Seaborg Julia Seaborg's BISYS Experience February 2005 - August 2007
Job
Industry Financial Services
Experience
Citco Fund Services December 2012 - Present
Citco Fund Services August 2007 - December 2012
BISYS February 2005 - August 2007
Amtrade Inc 2004 - 2005
Education
New York Institute of Technology-Old Westbury
Bachelor of Fine Arts (B.F.A.)
Citco Fund Services December 2012 - Present
Citco Fund Services August 2007 - December 2012
BISYS February 2005 - August 2007
Amtrade Inc 2004 - 2005
Education
New York Institute of Technology-Old Westbury
Bachelor of Fine Arts (B.F.A.)
RaeAnn Sowers's BISYS Experience 2001 - 2007
Job Construction Administrator, MarkWest Energy
Industry Oil & Energy
Experience
M/I Homes July 2007 - Present
bisys 2001 - 2007
Skills
HRIS, Onboarding, New Hire Orientations, Benefits Administration, FMLA
Education
Jewett-Scio
Mount Vernon Nazarene University
Bachelors, Business Administration
M/I Homes July 2007 - Present
bisys 2001 - 2007
Skills
HRIS, Onboarding, New Hire Orientations, Benefits Administration, FMLA
Education
Jewett-Scio
Mount Vernon Nazarene University
Bachelors, Business Administration
Craig Lowry Craig Lowry's BISYS Experience July 2002 - February 2003
Job Retired Insurance Executive
Industry Insurance
Experience
Brokers' Service Marketing Group April 2003 - May 2013
BISYS July 2002 - February 2003
ING, Reliastar & Security Connecticut Life Insurance Company February 1978 - May 2002
Home Life of New York and State Mutual Insurance Company August 1973 - February 1978
Skills
Sales Management, Relationship Management, Sales, Organizational..., Strategic Planning, Life Insurance, Executive Management, Marketing Strategy, Term Life Insurance, Fixed Annuities, Financial Analysis, Insurance
Education
Rensselaer Polytechnic Institute at Hartford 1981 — 1983
Master of Science (MS), Business Administration and Management, General
The American College 1978 — 1980
CLU
Western New England College 1969 — 1973
Bachelor of Science (BS), Business Administration and Management, General
Brokers' Service Marketing Group April 2003 - May 2013
BISYS July 2002 - February 2003
ING, Reliastar & Security Connecticut Life Insurance Company February 1978 - May 2002
Home Life of New York and State Mutual Insurance Company August 1973 - February 1978
Skills
Sales Management, Relationship Management, Sales, Organizational..., Strategic Planning, Life Insurance, Executive Management, Marketing Strategy, Term Life Insurance, Fixed Annuities, Financial Analysis, Insurance
Education
Rensselaer Polytechnic Institute at Hartford 1981 — 1983
Master of Science (MS), Business Administration and Management, General
The American College 1978 — 1980
CLU
Western New England College 1969 — 1973
Bachelor of Science (BS), Business Administration and Management, General
Douglas Lantsberg, CFA Douglas Lantsberg, CFA's BISYS Experience September 2000 - July 2002
Job Investment Officer at Moreland Management Company
Industry Investment Management
Experience
Moreland Management Company January 2006 - Present
Key Bank June 2004 - January 2006
BISYS September 2000 - July 2002
Skills
Portfolio Management, Private Wealth..., Asset Management, Asset Allocation, Equity Research, Private Equity, Due Diligence, Alternative Investments, Performance Management, Performance Attribution, Investment Strategies, Financial Modeling, Investment Management, Mutual Funds, Investments, Hedge Funds, Wealth Management, Financial Markets, Venture Capital, Chartered Financial..., Investment Advisory, Bloomberg, Equities, Fixed Income, Real Estate Private..., Bloomberg Terminal, High Net Worth..., ETFs, Estate Planning, Financial Risk, Retirement Planning, Securities, Financial Analysis
Education
The Ohio State University Fisher College of Business 2002 — 2004
MBA, Investment Management, Corporate Finance
The Ohio State University Fisher College of Business 1995 — 1999
BS Business Administration, Marketing
Beachwood 1991 — 1995
Moreland Management Company January 2006 - Present
Key Bank June 2004 - January 2006
BISYS September 2000 - July 2002
Skills
Portfolio Management, Private Wealth..., Asset Management, Asset Allocation, Equity Research, Private Equity, Due Diligence, Alternative Investments, Performance Management, Performance Attribution, Investment Strategies, Financial Modeling, Investment Management, Mutual Funds, Investments, Hedge Funds, Wealth Management, Financial Markets, Venture Capital, Chartered Financial..., Investment Advisory, Bloomberg, Equities, Fixed Income, Real Estate Private..., Bloomberg Terminal, High Net Worth..., ETFs, Estate Planning, Financial Risk, Retirement Planning, Securities, Financial Analysis
Education
The Ohio State University Fisher College of Business 2002 — 2004
MBA, Investment Management, Corporate Finance
The Ohio State University Fisher College of Business 1995 — 1999
BS Business Administration, Marketing
Beachwood 1991 — 1995
Brooke Spilatro's BISYS Experience July 2003 - March 2004
Job Team Lead Cash Operations at Great West Financial / FASCore LLC
Industry Financial Services
Experience
Great-West / FASCore LLC February 2010 - Present
Macy's April 2014 - May 2015
Macy's September 2010 - April 2014
Great West / FASCore LLC July 2009 - February 2010
ING July 2007 - July 2009
Pelican Pool and Ski Center February 2001 - May 2007
BISYS July 2003 - March 2004
CitiStreet March 2001 - July 2003
CititStreet Retirement Services September 2000 - March 2001
D.A.R.E. New Jersey 1999 - 2000
Skills
Management, Customer Service, Employee Training, Marketing, Microsoft Excel, Sales, Training, Payroll, Interviews, Retail, Accounts Receivable, Outlook, Microsoft Word, Microsoft Office, Accounts Payable, New Business Development, Customer Relations, Team Management
Education
DeVry University 1999 — 2002
Associate's, Business Administration
Bridgewater-Raritan High School 1988 — 1992
Diploma, General Studies
Rider University
Great-West / FASCore LLC February 2010 - Present
Macy's April 2014 - May 2015
Macy's September 2010 - April 2014
Great West / FASCore LLC July 2009 - February 2010
ING July 2007 - July 2009
Pelican Pool and Ski Center February 2001 - May 2007
BISYS July 2003 - March 2004
CitiStreet March 2001 - July 2003
CititStreet Retirement Services September 2000 - March 2001
D.A.R.E. New Jersey 1999 - 2000
Skills
Management, Customer Service, Employee Training, Marketing, Microsoft Excel, Sales, Training, Payroll, Interviews, Retail, Accounts Receivable, Outlook, Microsoft Word, Microsoft Office, Accounts Payable, New Business Development, Customer Relations, Team Management
Education
DeVry University 1999 — 2002
Associate's, Business Administration
Bridgewater-Raritan High School 1988 — 1992
Diploma, General Studies
Rider University
Tyasheen Anderson's BISYS Experience April 2004 - May 2005
Job Supplier Manager at LH Associates
Industry Logistics and Supply Chain
Experience
LH Associates May 2005 - September 2013
BISYS April 2004 - May 2005
Skills
Supply Management, Government Procurement, Strategic Planning, E-procurement, Strategic Sourcing, Procurement
Education
Strayer University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Purchasing, Procurement/Acquisitions and Contracts Management
Monroe College 1992 — 1994
Associate's degree, Business Administration and Management, General
LH Associates May 2005 - September 2013
BISYS April 2004 - May 2005
Skills
Supply Management, Government Procurement, Strategic Planning, E-procurement, Strategic Sourcing, Procurement
Education
Strayer University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Purchasing, Procurement/Acquisitions and Contracts Management
Monroe College 1992 — 1994
Associate's degree, Business Administration and Management, General
Chad Orr Chad Orr's BISYS Experience January 1997 - November 1997
Job Business Development Manager at Translation Services
Industry Translation and Localization
Experience
LingPerfect Translations April 2014 - Present
New York Open Center 2003 - Present
Rennert Translation Group May 2001 - August 2012
SunAmerica December 1998 - December 1999
BISYS January 1997 - November 1997
Skills
Translation, Foreign Languages, Intercultural..., Proofreading, Marketing, Editing, Project Management, Social Networking, Language Teaching, Public Relations, Sales, International Sales, Client Service Oriented, Account Management, Voice Over, Spanish, English, International Relations, Localization, Entrepreneurship, Multilingual, Globalization, French, Italian, Market Research, Linguistics, Interpreting, Teaching English as a..., Technical Translation, Legal Translation, Arabic, ESL, International Education, Terminology, Russian
Education
Thunderbird School of Global Management 1999 — 2000
International MBA
Penn State University
BS, Finance
LingPerfect Translations April 2014 - Present
New York Open Center 2003 - Present
Rennert Translation Group May 2001 - August 2012
SunAmerica December 1998 - December 1999
BISYS January 1997 - November 1997
Skills
Translation, Foreign Languages, Intercultural..., Proofreading, Marketing, Editing, Project Management, Social Networking, Language Teaching, Public Relations, Sales, International Sales, Client Service Oriented, Account Management, Voice Over, Spanish, English, International Relations, Localization, Entrepreneurship, Multilingual, Globalization, French, Italian, Market Research, Linguistics, Interpreting, Teaching English as a..., Technical Translation, Legal Translation, Arabic, ESL, International Education, Terminology, Russian
Education
Thunderbird School of Global Management 1999 — 2000
International MBA
Penn State University
BS, Finance
Ed Clark's BISYS Experience April 1999 - April 2004
Job Chief Operating Officer
Industry Education Management
Experience
Kaplan Continuing Education March 2011 - Present
Kaplan IT Learning January 2010 - March 2011
Kaplan Financial January 1996 - January 2009
Kaplan Schweser 2006 - 2009
Kaplan Professional Schools 2006 - 2009
Kaplan Compliance Solutions 2000 - 2009
BISYS April 1999 - April 2004
Pictorial, Inc./BISYS 2000 - 2004
Pictorial/BISYS 1996 - 2004
EXAMCO, Inc January 1996 - March 1999
Skills
Operations Management, Change Management, Learning Management, Strategic Planning, Leadership, Training, Leadership Development, Management, Project Management, E-Learning, Contact Centers, Process Improvement, Marketing, Mergers & Acquisitions, Team Leadership, Financial Analysis, Management Consulting, Team Building, Integration, Cross-functional Team..., Program Management, Product Development, Customer Service, Sales, Business Development, Business Process..., Budgets, Business Analysis, Employee Training, CRM, Business Strategy, Salesforce.com, Strategy, Performance Management, Coaching, Organizational..., Instructional Design, Vendor Management, New Business Development, Strategic Partnerships, Start-ups, Analysis, SaaS, Business Planning, Executive Management, Finance, Enterprise Software, Contract Negotiation, Product Management, B2B
Education
Loyola University New Orleans 1985 — 1990
Bachelor of Business Administration (B.B.A.), Marketing and Finance
Kaplan Continuing Education March 2011 - Present
Kaplan IT Learning January 2010 - March 2011
Kaplan Financial January 1996 - January 2009
Kaplan Schweser 2006 - 2009
Kaplan Professional Schools 2006 - 2009
Kaplan Compliance Solutions 2000 - 2009
BISYS April 1999 - April 2004
Pictorial, Inc./BISYS 2000 - 2004
Pictorial/BISYS 1996 - 2004
EXAMCO, Inc January 1996 - March 1999
Skills
Operations Management, Change Management, Learning Management, Strategic Planning, Leadership, Training, Leadership Development, Management, Project Management, E-Learning, Contact Centers, Process Improvement, Marketing, Mergers & Acquisitions, Team Leadership, Financial Analysis, Management Consulting, Team Building, Integration, Cross-functional Team..., Program Management, Product Development, Customer Service, Sales, Business Development, Business Process..., Budgets, Business Analysis, Employee Training, CRM, Business Strategy, Salesforce.com, Strategy, Performance Management, Coaching, Organizational..., Instructional Design, Vendor Management, New Business Development, Strategic Partnerships, Start-ups, Analysis, SaaS, Business Planning, Executive Management, Finance, Enterprise Software, Contract Negotiation, Product Management, B2B
Education
Loyola University New Orleans 1985 — 1990
Bachelor of Business Administration (B.B.A.), Marketing and Finance
Amie E. Brooks, PMP, PSM1 Amie E. Brooks, PMP, PSM1's BISYS Experience December 2003 - November 2006
Job Sr. Iteration Manager, PMO Commercial Lines at Grange Insurance
Industry Information Services
Experience
Grange Insurance February 2015 - Present
HP Enterprise Services September 2014 - February 2015
Progressive Medical, Inc. July 2011 - August 2014
Progressive Medical, Inc. September 2010 - July 2011
Progressive Medical November 2006 - September 2010
Bisys December 2003 - November 2006
M/I Homes, Inc May 2002 - December 2003
Ohio State University-Newark & Central Ohio Technical College June 2000 - May 2002
Skills
Web Applications, Process Improvement, SDLC, Business Analysis, PMP, Requirements Analysis, Software Project..., Systems Analysis, Agile Methodologies, Project Management, Microsoft SQL Server, Requirements Gathering, Vendor Management, IT Management, Software Documentation, Agile Project Management, PMO, IT Strategy, Software Development, SharePoint, Cross-functional Team..., Business Process..., Business Process
Education
DeVry Technical College 2000 — 2001
IT, Information Technology
The Ohio State University 1982 — 1986
Bachelor of Science in Business Administration, Marketing & Transportation and Logistics
Grange Insurance February 2015 - Present
HP Enterprise Services September 2014 - February 2015
Progressive Medical, Inc. July 2011 - August 2014
Progressive Medical, Inc. September 2010 - July 2011
Progressive Medical November 2006 - September 2010
Bisys December 2003 - November 2006
M/I Homes, Inc May 2002 - December 2003
Ohio State University-Newark & Central Ohio Technical College June 2000 - May 2002
Skills
Web Applications, Process Improvement, SDLC, Business Analysis, PMP, Requirements Analysis, Software Project..., Systems Analysis, Agile Methodologies, Project Management, Microsoft SQL Server, Requirements Gathering, Vendor Management, IT Management, Software Documentation, Agile Project Management, PMO, IT Strategy, Software Development, SharePoint, Cross-functional Team..., Business Process..., Business Process
Education
DeVry Technical College 2000 — 2001
IT, Information Technology
The Ohio State University 1982 — 1986
Bachelor of Science in Business Administration, Marketing & Transportation and Logistics
Karen Wilson Scheuermann Karen Wilson Scheuermann's BISYS Experience June 2001 - 2002
Job CTS Electric
Industry Professional Training & Coaching
Experience
Ardor Consultants September 2013 - Present
CTS Electric January 2013 - Present
Crump Insurance Services March 1993 - April 2013
BISYS June 2001 - 2002
The Toner Organization February 1993 - June 2001
Penn Mutual Life Insurance September 1978 - November 1992
Skills
Sales Development, Sales Management, Financial Planners, Coaching, Talent Recognition, Sales Process, Account Management..., Life Insurance, Underwriting, E-commerce, Social Media Marketing, Enterprise Solution..., Retirement, Universal Life, Strategic Planning, Building Customer..., Executive Coaching, Leadership Development, Entrepreneurial..., Goal Planning & Persuit, Retirement Planning, Business Development, Sales, Small Business, Insurance, Executive Management, Fixed Annuities, Brokers, Team Building, Management
Education
Philadelphia University 1980 — 1983
Bachelor of Science (B.S.), Management and Finance
Ardor Consultants September 2013 - Present
CTS Electric January 2013 - Present
Crump Insurance Services March 1993 - April 2013
BISYS June 2001 - 2002
The Toner Organization February 1993 - June 2001
Penn Mutual Life Insurance September 1978 - November 1992
Skills
Sales Development, Sales Management, Financial Planners, Coaching, Talent Recognition, Sales Process, Account Management..., Life Insurance, Underwriting, E-commerce, Social Media Marketing, Enterprise Solution..., Retirement, Universal Life, Strategic Planning, Building Customer..., Executive Coaching, Leadership Development, Entrepreneurial..., Goal Planning & Persuit, Retirement Planning, Business Development, Sales, Small Business, Insurance, Executive Management, Fixed Annuities, Brokers, Team Building, Management
Education
Philadelphia University 1980 — 1983
Bachelor of Science (B.S.), Management and Finance
Debi Shupe, IMBA Debi Shupe, IMBA's BISYS Experience September 2002 - January 2004
Job Regional Sales Consulting Manager at Oracle
Industry Management Consulting
Experience
Oracle April 2015 - Present
Oracle 2012 - Present
Interaction Associates January 2012 - January 2014
Comcast 2005 - 2010
BMC Software February 2004 - May 2005
BISYS September 2002 - January 2004
Siebel Systems March 2000 - July 2002
ARGO Data Resource Corporation July 1997 - March 2000
Skills
Change Management, Business Strategy, Consulting, Program Management, Leadership, Coaching, Training, Succession Planning, Business Development, Leadership Development, Business Analysis, Account Management, Organizational..., Sales, Sales Operations, Performance Management, Strategic Planning, Organizational..., Strategy, Management Consulting, Talent Management, Management, Analysis, Marketing, Cloud Computing, Cross-functional Team..., Process Improvement
Education
University of Denver - Daniels College of Business 2008 — 2012
IMBA, International Business
New Mexico State University 1993 — 1997
B.A. in Mangement and Organizational Behavior, Finance Minor
Oracle April 2015 - Present
Oracle 2012 - Present
Interaction Associates January 2012 - January 2014
Comcast 2005 - 2010
BMC Software February 2004 - May 2005
BISYS September 2002 - January 2004
Siebel Systems March 2000 - July 2002
ARGO Data Resource Corporation July 1997 - March 2000
Skills
Change Management, Business Strategy, Consulting, Program Management, Leadership, Coaching, Training, Succession Planning, Business Development, Leadership Development, Business Analysis, Account Management, Organizational..., Sales, Sales Operations, Performance Management, Strategic Planning, Organizational..., Strategy, Management Consulting, Talent Management, Management, Analysis, Marketing, Cloud Computing, Cross-functional Team..., Process Improvement
Education
University of Denver - Daniels College of Business 2008 — 2012
IMBA, International Business
New Mexico State University 1993 — 1997
B.A. in Mangement and Organizational Behavior, Finance Minor
Heather Sprague Heather Sprague's BISYS Experience January 2004 - April 2005
Job Senior Life Underwriting Consultant
Industry Insurance
Experience
Sprague Consulting Group April 2005 - Present
BISYS January 2004 - April 2005
BISYS January 2000 - December 2003
CIGNA Individual Insurance/Lincoln Financial Group June 1997 - December 1999
Skills
Sales, Marketing, Mergers & Acquisitions, Finance, Financial Analysis, Universal Life, Process Improvement, Business Analysis, Long Term Care Insurance, Account Management, New Business Development, Strategic Planning, Team Building, Microsoft Excel, Medicare, Accounting
Education
The University of Connecticut School of Business 1993 — 1997
BS, Finance
Sprague Consulting Group April 2005 - Present
BISYS January 2004 - April 2005
BISYS January 2000 - December 2003
CIGNA Individual Insurance/Lincoln Financial Group June 1997 - December 1999
Skills
Sales, Marketing, Mergers & Acquisitions, Finance, Financial Analysis, Universal Life, Process Improvement, Business Analysis, Long Term Care Insurance, Account Management, New Business Development, Strategic Planning, Team Building, Microsoft Excel, Medicare, Accounting
Education
The University of Connecticut School of Business 1993 — 1997
BS, Finance
Sharon Lint Sharon Lint's BISYS Experience 2005 - 2006
Job Payroll Manager/VP at Huntington Bank
Industry Banking
Experience
Huntington Bank February 2013 - Present
Momentive January 2007 - February 2013
BISYS 2005 - 2006
Limited Brands 1999 - 2005
Automatic Data Processing 1997 - 1999
Tropical Paradise Pet Center 1991 - 1998
Automatic Data Processing 1988 - 1991
Federated Dept Stores 1982 - 1988
Skills
ADP Payroll, Deferred Compensation, HRIS, Benefits Administration, Payroll, Human Resources, Kronos, HR Policies, Accounting, Process Improvement, Leadership, Employee Benefits, Change Management, Enterprise eTime, Payroll Analysis, Multi-state Payroll..., Payroll Conversions, Personnel Management, PCPW, ADP Payforce, iPay, EV5, ADP ReportSmith, ADP E-Time, Kronos Timekeeping, Qualified Retirement..., Pay Structures, Talent Acquisition, Management, Onboarding, Payroll Taxes, PeopleSoft
Education
The Ohio State University 1984 — 1985
Westerville South High School
Diploma, College Prep
Huntington Bank February 2013 - Present
Momentive January 2007 - February 2013
BISYS 2005 - 2006
Limited Brands 1999 - 2005
Automatic Data Processing 1997 - 1999
Tropical Paradise Pet Center 1991 - 1998
Automatic Data Processing 1988 - 1991
Federated Dept Stores 1982 - 1988
Skills
ADP Payroll, Deferred Compensation, HRIS, Benefits Administration, Payroll, Human Resources, Kronos, HR Policies, Accounting, Process Improvement, Leadership, Employee Benefits, Change Management, Enterprise eTime, Payroll Analysis, Multi-state Payroll..., Payroll Conversions, Personnel Management, PCPW, ADP Payforce, iPay, EV5, ADP ReportSmith, ADP E-Time, Kronos Timekeeping, Qualified Retirement..., Pay Structures, Talent Acquisition, Management, Onboarding, Payroll Taxes, PeopleSoft
Education
The Ohio State University 1984 — 1985
Westerville South High School
Diploma, College Prep
Jeff Talley Jeff Talley's BISYS Experience August 1994 - June 2001
Job Billing Operations Analyst at Logix Communications
Industry Telecommunications
Experience
Logix Communications September 2001 - Present
BISYS August 1994 - June 2001
Texaco June 1987 - May 1994
Skills
Computer Science, Windows, Testing, COBOL, System Administration, Team Building, VoIP, Mainframe, Integration, Visio, Help Desk Support, Networking, Switches, Telecommunications, Disaster Recovery, Data Center, Call Centers, Managed Services, IP, WAN, SIP, MPLS, Routers, Telephony
Education
San Jacinto College 1984 — 1986
Computer Science
North Shore High School 1975 — 1979
Diploma, Drafting
Logix Communications September 2001 - Present
BISYS August 1994 - June 2001
Texaco June 1987 - May 1994
Skills
Computer Science, Windows, Testing, COBOL, System Administration, Team Building, VoIP, Mainframe, Integration, Visio, Help Desk Support, Networking, Switches, Telecommunications, Disaster Recovery, Data Center, Call Centers, Managed Services, IP, WAN, SIP, MPLS, Routers, Telephony
Education
San Jacinto College 1984 — 1986
Computer Science
North Shore High School 1975 — 1979
Diploma, Drafting
Jennifer Walker Jennifer Walker's BISYS Experience August 1996 - August 2001
Job Customer and Partner Experience Manager at Greenway Medical Technologies
Industry Hospital & Health Care
Experience
Greenway Medical Technologies Customer and Partner Experience ManagerGreenway Medical TechnologiesOctober 2005 - Present
Aon January 2002 - October 2005
BISYS August 1996 - August 2001
Skills
Marketing, EHR, Healthcare Consulting, Salesforce.com, Healthcare, HIPAA, Healthcare Information..., SaaS, Strategic Planning, Project Management, Account Management, EMR, Solution Selling, Software Documentation, Team Building, User Experience, Customer Service, Practice Management, Sales, Direct Sales, Microsoft Office, Revenue Cycle, Lead Generation, Strategic Partnerships, Sales Process
Education
The University of Georgia 1992 — 1996
Greenway Medical Technologies Customer and Partner Experience ManagerGreenway Medical TechnologiesOctober 2005 - Present
Aon January 2002 - October 2005
BISYS August 1996 - August 2001
Skills
Marketing, EHR, Healthcare Consulting, Salesforce.com, Healthcare, HIPAA, Healthcare Information..., SaaS, Strategic Planning, Project Management, Account Management, EMR, Solution Selling, Software Documentation, Team Building, User Experience, Customer Service, Practice Management, Sales, Direct Sales, Microsoft Office, Revenue Cycle, Lead Generation, Strategic Partnerships, Sales Process
Education
The University of Georgia 1992 — 1996
Lori Oberlander Trent Lori Oberlander Trent's BISYS Experience 1986 - 1994
Job Business Innovations Manager at PAST Foundation
Industry Higher Education
Experience
PAST Foundation September 2014 - Present
PAST Foundation August 2012 - Present
The Ohio State University July 2009 - December 2012
Ohio Virtual Academy August 2010 - March 2011
InnoSource December 2009 - March 2010
K12 2007 - 2008
Columbus Public Schools September 2002 - June 2006
CheckFree 1996 - 2002
BISYS 1986 - 1994
Skills
Staff Development, Public Speaking, Teaching, E-Learning, Instructional Design, Research, Microsoft Office, Customer Service, Social Media, Event Planning, Curriculum Design, Curriculum Development, Higher Education, Elementary Education, Leadership Development, Adult Education, Program Management
Education
Walden University 2002 — 2005
M Ed, Education
Miami University 1978 — 1982
BS, Art Education
PAST Foundation September 2014 - Present
PAST Foundation August 2012 - Present
The Ohio State University July 2009 - December 2012
Ohio Virtual Academy August 2010 - March 2011
InnoSource December 2009 - March 2010
K12 2007 - 2008
Columbus Public Schools September 2002 - June 2006
CheckFree 1996 - 2002
BISYS 1986 - 1994
Skills
Staff Development, Public Speaking, Teaching, E-Learning, Instructional Design, Research, Microsoft Office, Customer Service, Social Media, Event Planning, Curriculum Design, Curriculum Development, Higher Education, Elementary Education, Leadership Development, Adult Education, Program Management
Education
Walden University 2002 — 2005
M Ed, Education
Miami University 1978 — 1982
BS, Art Education
Julius Fabros Julius Fabros's BISYS Experience July 2004 - January 2006
Job Head of Reference Data Quality for Index, Portfolio & Risk Solutions
Industry Financial Services
Experience
Barclays Investment Bank August 2012 - Present
Citi September 2011 - August 2012
Barclays Capital November 2009 - September 2011
Morgan Stanley Investment Management January 2006 - November 2009
BISYS July 2004 - January 2006
Skills
Risk Management, Fixed Income, Equities, Capital Markets, Financial Analysis, Market Data, Reference Data, Derivatives, Bloomberg, Microsoft Excel, Portfolio Management, Financial Modeling, Process Improvement, Business Analysis, Financial Services, Asset Managment, Investment Banking, SDLC, SharePoint, Asset Management
Education
New Jersey Institute of Technology - School of Management
BS, Management
Barclays Investment Bank August 2012 - Present
Citi September 2011 - August 2012
Barclays Capital November 2009 - September 2011
Morgan Stanley Investment Management January 2006 - November 2009
BISYS July 2004 - January 2006
Skills
Risk Management, Fixed Income, Equities, Capital Markets, Financial Analysis, Market Data, Reference Data, Derivatives, Bloomberg, Microsoft Excel, Portfolio Management, Financial Modeling, Process Improvement, Business Analysis, Financial Services, Asset Managment, Investment Banking, SDLC, SharePoint, Asset Management
Education
New Jersey Institute of Technology - School of Management
BS, Management
Anthony Wesemann's BISYS Experience February 2003 - April 2005
Job Operations Manager at Ascensus
Industry Financial Services
Experience
Ascensus August 2014 - Present
Ascensus September 2012 - August 2014
Ascensus September 2011 - September 2012
Ascensus June 2010 - September 2011
Proficio Mortgage Ventures LLC January 2010 - June 2010
New Penn Financial, LLC April 2009 - January 2010
Devon Consulting April 2008 - April 2009
Indymac Bank July 2006 - December 2007
Wilmington Finance April 2005 - July 2006
BISYS February 2003 - April 2005
Skills
Mortgage Lending, Finance, Mergers & Acquisitions, FHA, Account Management, Credit, Program Management, Process Improvement, Mutual Funds, Investments, Trading, Insurance, Time Management, Customer Service, Relationship Management, Loans, New Business Development, Project Management, Underwriting, Sales Management, Financial Services, Investment Properties, Employee Benefits, Risk Management
Education
Pennsylvania State University-University Park 1996 — 2001
B.A., Marketing
Wissahickon 1993 — 1996
Ascensus August 2014 - Present
Ascensus September 2012 - August 2014
Ascensus September 2011 - September 2012
Ascensus June 2010 - September 2011
Proficio Mortgage Ventures LLC January 2010 - June 2010
New Penn Financial, LLC April 2009 - January 2010
Devon Consulting April 2008 - April 2009
Indymac Bank July 2006 - December 2007
Wilmington Finance April 2005 - July 2006
BISYS February 2003 - April 2005
Skills
Mortgage Lending, Finance, Mergers & Acquisitions, FHA, Account Management, Credit, Program Management, Process Improvement, Mutual Funds, Investments, Trading, Insurance, Time Management, Customer Service, Relationship Management, Loans, New Business Development, Project Management, Underwriting, Sales Management, Financial Services, Investment Properties, Employee Benefits, Risk Management
Education
Pennsylvania State University-University Park 1996 — 2001
B.A., Marketing
Wissahickon 1993 — 1996
Steve Wevodau Steve Wevodau's BISYS Experience May 1993 - December 2001
Job CoFounder and Managing Partner, Sauve Consulting Group, Inc.
Industry Insurance
Experience
Sauve Consulting Group, Inc. July 2011 - Present
Wevodau Insurance & Benefit Strategies, Inc. April 2009 - November 2010
Ash Brokerage April 2008 - September 2008
PSA Financial Center 2007 - 2008
WFG Capital Advisors June 2002 - February 2007
BISYS May 1993 - December 2001
Millers Mutual Insurance Company 1982 - 1993
Skills
Mergers, Mergers & Acquisitions, Strategic Planning, Business Development, Employee Benefits, Strategy
Education
Penn State University 1982 — 1986
Cumberland Valley High School
Sauve Consulting Group, Inc. July 2011 - Present
Wevodau Insurance & Benefit Strategies, Inc. April 2009 - November 2010
Ash Brokerage April 2008 - September 2008
PSA Financial Center 2007 - 2008
WFG Capital Advisors June 2002 - February 2007
BISYS May 1993 - December 2001
Millers Mutual Insurance Company 1982 - 1993
Skills
Mergers, Mergers & Acquisitions, Strategic Planning, Business Development, Employee Benefits, Strategy
Education
Penn State University 1982 — 1986
Cumberland Valley High School
Doug Fisher Doug Fisher's BISYS Experience 1997 - 2003
Job President at West Shore Window & Door, Inc.
Industry Management Consulting
Experience
West Shore Window & Door, Inc. June 2015 - Present
CSSI - Computer Support Services, Inc. & CSSI Global (Bangelore, India) February 2014 - March 2015
AFS Energy Systems October 2003 - February 2014
BISYS 1997 - 2003
ATA Inc. (Advanced Technology Automation) 1993 - 1997
Skills
Brand Development &..., Traditional &..., Sales & Marketing Plan..., Client Care & Retention, New Product Development..., Strategic Planning, Financial Analyst..., Public Relations, Business Development, Key Account..., Sales - Channel..., Acquisition Strategy &..., Product Line..., Turnaround & Change..., Market Research &..., Strategic Partnerships, Change Management, Marketing Strategy, New Business Development, Strategy Development, Business Strategy, Public Speaking, Business Planning, Problem Solving, Executive Management, Team Building, Marketing Communications, Strategy, Entrepreneurship, Contract Negotiation, Marketing, Product Development, Negotiation, Human Resources, Leadership, Operations Management
Education
Troy University 1987 — 1990
Master of Science in Business Management, Business Strategy
Penn State University 1976 — 1981
BA in Speech Communications, Broadcasting
Bellefonte, PA High School
West Shore Window & Door, Inc. June 2015 - Present
CSSI - Computer Support Services, Inc. & CSSI Global (Bangelore, India) February 2014 - March 2015
AFS Energy Systems October 2003 - February 2014
BISYS 1997 - 2003
ATA Inc. (Advanced Technology Automation) 1993 - 1997
Skills
Brand Development &..., Traditional &..., Sales & Marketing Plan..., Client Care & Retention, New Product Development..., Strategic Planning, Financial Analyst..., Public Relations, Business Development, Key Account..., Sales - Channel..., Acquisition Strategy &..., Product Line..., Turnaround & Change..., Market Research &..., Strategic Partnerships, Change Management, Marketing Strategy, New Business Development, Strategy Development, Business Strategy, Public Speaking, Business Planning, Problem Solving, Executive Management, Team Building, Marketing Communications, Strategy, Entrepreneurship, Contract Negotiation, Marketing, Product Development, Negotiation, Human Resources, Leadership, Operations Management
Education
Troy University 1987 — 1990
Master of Science in Business Management, Business Strategy
Penn State University 1976 — 1981
BA in Speech Communications, Broadcasting
Bellefonte, PA High School
Kyndall Potts, CPA, MT Kyndall Potts, CPA, MT's BISYS Experience September 1995 - April 2007
Job Vice President, Compliance and Tax Accounting at Wendy's
Industry Accounting
Experience
Wendys International July 2012 - Present
Ascena Retail Group, Inc. May 2007 - July 2012
BISYS September 1995 - April 2007
GBQ Partners March 1994 - September 1995
Deloitte January 1988 - March 1994
Skills
Corporate Tax, Tax Accounting, Tax, Income Tax, Financial Reporting, International Tax, Auditing, CPA, Due Diligence, Mergers & Acquisitions, General Ledger, Accounting
Education
Capital University Law School (MT degree) 1990 — 1992
Masters, in Taxation
The Ohio State University Fisher College of Business 1983 — 1987
BS, Business Administration/Accounting
Wendys International July 2012 - Present
Ascena Retail Group, Inc. May 2007 - July 2012
BISYS September 1995 - April 2007
GBQ Partners March 1994 - September 1995
Deloitte January 1988 - March 1994
Skills
Corporate Tax, Tax Accounting, Tax, Income Tax, Financial Reporting, International Tax, Auditing, CPA, Due Diligence, Mergers & Acquisitions, General Ledger, Accounting
Education
Capital University Law School (MT degree) 1990 — 1992
Masters, in Taxation
The Ohio State University Fisher College of Business 1983 — 1987
BS, Business Administration/Accounting
Dylan Kemna Dylan Kemna's BISYS Experience 2000 - 2002
Job Director of Business Development at OptiCall
Industry Marketing and Advertising
Experience
OptiCall Inc. January 2009 - Present
Fast Track Marketing October 2007 - November 2008
GT Global Staffing October 2005 - September 2007
Health Management Solutions August 2001 - August 2004
Bisys 2000 - 2002
JC Bradford & Co. 1997 - 1999
Intern at Monarch Marking 1997 - 1999
Skills
Sales, Marketing, CRM, Social Media, Advertising, PowerPoint, Management, Microsoft Excel, Process Improvement, New Business Development, Customer Service, Account Management, Marketing Strategy, Healthcare, Strategic Partnerships, Sales Management, Lead Generation, Customer Satisfaction, Social Media Marketing, Strategic Planning, Online Marketing, Salesforce.com, Marketing Management, Business Development, Medical Devices, Leadership, Product Launch, Sales Operations, Team Building, B2B, Selling, Sales Process, Direct Sales, Sales Presentations, Market Planning, Cold Calling, Start-ups, Product Marketing, Competitive Analysis, Strategy, Online Advertising, Email Marketing, Market Research, Business Planning, Direct Marketing, Customer Retention, P&L Management, Market Analysis, Time Management, Trade Shows
Education
The Ohio State University 1995 — 1999
BS, Financial Management
Centerville High School 1991 — 1995
OptiCall Inc. January 2009 - Present
Fast Track Marketing October 2007 - November 2008
GT Global Staffing October 2005 - September 2007
Health Management Solutions August 2001 - August 2004
Bisys 2000 - 2002
JC Bradford & Co. 1997 - 1999
Intern at Monarch Marking 1997 - 1999
Skills
Sales, Marketing, CRM, Social Media, Advertising, PowerPoint, Management, Microsoft Excel, Process Improvement, New Business Development, Customer Service, Account Management, Marketing Strategy, Healthcare, Strategic Partnerships, Sales Management, Lead Generation, Customer Satisfaction, Social Media Marketing, Strategic Planning, Online Marketing, Salesforce.com, Marketing Management, Business Development, Medical Devices, Leadership, Product Launch, Sales Operations, Team Building, B2B, Selling, Sales Process, Direct Sales, Sales Presentations, Market Planning, Cold Calling, Start-ups, Product Marketing, Competitive Analysis, Strategy, Online Advertising, Email Marketing, Market Research, Business Planning, Direct Marketing, Customer Retention, P&L Management, Market Analysis, Time Management, Trade Shows
Education
The Ohio State University 1995 — 1999
BS, Financial Management
Centerville High School 1991 — 1995
Christie Corado Christie Corado's BISYS Experience July 1996 - August 2007
Job SVP, Associate General Counsel, BB&T
Industry Insurance
Experience
BB&T Corp., BB&T Insurance Holdings, Inc. April 2012 - Present
Crump Life Insurance Services, Inc. August 2007 - April 2012
BISYS July 1996 - August 2007
The Underwriters Group ("TUG") January 1993 - June 1996
Skills
Insurance, Securities, Litigation, Corporate Law, Financial Services, Life Insurance, Estate Planning, Series 6, Disability Insurance, Risk Management, Finance, Underwriting, Corporate Governance, Fixed Annuities, Licensing, Banking, Due Diligence, Mutual Funds, Legal Writing
Education
Widener University School of Law (PA) 1990 — 1993
JD, Law
Penn State University 1986 — 1990
BS, Finance
BB&T Corp., BB&T Insurance Holdings, Inc. April 2012 - Present
Crump Life Insurance Services, Inc. August 2007 - April 2012
BISYS July 1996 - August 2007
The Underwriters Group ("TUG") January 1993 - June 1996
Skills
Insurance, Securities, Litigation, Corporate Law, Financial Services, Life Insurance, Estate Planning, Series 6, Disability Insurance, Risk Management, Finance, Underwriting, Corporate Governance, Fixed Annuities, Licensing, Banking, Due Diligence, Mutual Funds, Legal Writing
Education
Widener University School of Law (PA) 1990 — 1993
JD, Law
Penn State University 1986 — 1990
BS, Finance
Martin R. Dean Martin R. Dean's BISYS Experience 1994 - 2007
Job Chief Compliance Officer at Huntington National Bank
Industry Financial Services
Experience
Huntington National Bank July 2013 - Present
Citi May 1994 - July 2013
Citi May 1994 - March 2012
BISYS 1994 - 2007
Bisys Fund Services/ The Winsbury Group 1994 - 2006
KPMG January 1987 - April 1994
Skills
Mutual Funds, Investment Companies, Auditing, Compliance, Financial Reporting, Budgeting, Fund Accounting, Fund Administration, Product Management, Securities, Management, Hedge Funds, Financial Services, Asset Management, Budgets, Securities Regulation, Risk Management, Investments, Alternative Investments, Banking, Portfolio Management, Fixed Income, Equities
Education
The Ohio State University 1981 — 1986
BSBA, Accounting / MIS
Huntington National Bank July 2013 - Present
Citi May 1994 - July 2013
Citi May 1994 - March 2012
BISYS 1994 - 2007
Bisys Fund Services/ The Winsbury Group 1994 - 2006
KPMG January 1987 - April 1994
Skills
Mutual Funds, Investment Companies, Auditing, Compliance, Financial Reporting, Budgeting, Fund Accounting, Fund Administration, Product Management, Securities, Management, Hedge Funds, Financial Services, Asset Management, Budgets, Securities Regulation, Risk Management, Investments, Alternative Investments, Banking, Portfolio Management, Fixed Income, Equities
Education
The Ohio State University 1981 — 1986
BSBA, Accounting / MIS
James C. Flynn James C. Flynn's BISYS Experience April 2001 - June 2004
Job Underwriter at Crump Life Insurance Services
Industry Insurance
Experience
Crump Life Insurance Services June 2014 - Present
Zenith Marketing September 2013 - June 2014
Atlantic Insurance Brokerage Corp January 2011 - September 2013
Insurance Priorities 2010 - 2013
Independent Marketing Group June 2004 - October 2010
BISYS April 2001 - June 2004
AXA 2000 - 2001
Skills
Underwriting, Insurance, Life Insurance, Negotiation, Term Life Insurance, Brokers, Universal Life, Reinsurance, Whole Life, General Insurance, Insurance Brokerage, Financial Risk, Sales Operations, Long-term Care, Leadership, Liability, Disability Insurance, Long Term Care Insurance
Education
Penn State University 1992 — 1996
Bachelor of Science, Business Management
Crump Life Insurance Services June 2014 - Present
Zenith Marketing September 2013 - June 2014
Atlantic Insurance Brokerage Corp January 2011 - September 2013
Insurance Priorities 2010 - 2013
Independent Marketing Group June 2004 - October 2010
BISYS April 2001 - June 2004
AXA 2000 - 2001
Skills
Underwriting, Insurance, Life Insurance, Negotiation, Term Life Insurance, Brokers, Universal Life, Reinsurance, Whole Life, General Insurance, Insurance Brokerage, Financial Risk, Sales Operations, Long-term Care, Leadership, Liability, Disability Insurance, Long Term Care Insurance
Education
Penn State University 1992 — 1996
Bachelor of Science, Business Management
Jim Medici, CLU, CLTC Jim Medici, CLU, CLTC's BISYS Experience 1986 - 1999
Job Insurance Sales&Marketing
Industry Insurance
Experience
LifeQuotes Inc January 2012 - 2013
ZenithMarketingGroup/RasberryAgency 2007 - 2010
Mutual of Omaha 1999 - 2007
BISYS 1986 - 1999
Skills
Business Relationship..., Increasing Revenue, Staff Mentoring, Insurance, Fixed Annuities, Term Life Insurance, Long-term Care, Disability Insurance, Underwriting, Life Insurance, Brokers, Retirement, Retirement Planning, Whole Life, Health Insurance, Critical Illness, 401k, Universal Life, Wealth, Marketing, Insurance Brokerage, Relationship Management
Education
Fairfield University
BA, PoliSci &Business
The American College
CLU, Insurance
LifeQuotes Inc January 2012 - 2013
ZenithMarketingGroup/RasberryAgency 2007 - 2010
Mutual of Omaha 1999 - 2007
BISYS 1986 - 1999
Skills
Business Relationship..., Increasing Revenue, Staff Mentoring, Insurance, Fixed Annuities, Term Life Insurance, Long-term Care, Disability Insurance, Underwriting, Life Insurance, Brokers, Retirement, Retirement Planning, Whole Life, Health Insurance, Critical Illness, 401k, Universal Life, Wealth, Marketing, Insurance Brokerage, Relationship Management
Education
Fairfield University
BA, PoliSci &Business
The American College
CLU, Insurance
Thomas Cibula, Account Management and Sales Thomas Cibula, Account Management and Sales's BISYS Experience May 2001 - September 2002
Job Vice President Sales
Industry Information Technology and Services
Experience
Allied Payment Systems September 2002 - Present
BISYS May 2001 - September 2002
Wausau Financial Systems Inc. December 1997 - May 2001
BancTec December 1993 - December 1997
J.D. Carreker and Associates September 1990 - December 1993
Dun & Bradstreet Corporation June 1986 - September 1990
Skills
Banking, Account Management, Sales Management, Management Consulting, Territory Management, Product Development, Product Management, Product Marketing, Operations Management, Financial Institutions, Management of Financial..., Credit Unions, Remittance Processing, Outsourcing, Payments, Financial Services, Cash Management, Sales, Payment Systems, Internet Banking, Business Development, New Business Development, Salesforce.com, Selling, Strategic Partnerships, Solution Selling, Strategy, Channel Partners, Management, SaaS, Process Improvement, Project Management, Sales Force Development, Enterprise Software, Strategic Planning, P&L Management, Contract Negotiation, Professional Services, Consulting, Business Alliances, E-commerce, Integration, Executive Management, Business Process..., Vendor Management, CRM, Team Management, Training, Sales Operations, Marketing
Education
Texas A&M University 1981 — 1986
Bachelor of Science, Finance
Texas A&M University 1981 — 1986
Bachelor's degree, Accounting and Finance
Allied Payment Systems September 2002 - Present
BISYS May 2001 - September 2002
Wausau Financial Systems Inc. December 1997 - May 2001
BancTec December 1993 - December 1997
J.D. Carreker and Associates September 1990 - December 1993
Dun & Bradstreet Corporation June 1986 - September 1990
Skills
Banking, Account Management, Sales Management, Management Consulting, Territory Management, Product Development, Product Management, Product Marketing, Operations Management, Financial Institutions, Management of Financial..., Credit Unions, Remittance Processing, Outsourcing, Payments, Financial Services, Cash Management, Sales, Payment Systems, Internet Banking, Business Development, New Business Development, Salesforce.com, Selling, Strategic Partnerships, Solution Selling, Strategy, Channel Partners, Management, SaaS, Process Improvement, Project Management, Sales Force Development, Enterprise Software, Strategic Planning, P&L Management, Contract Negotiation, Professional Services, Consulting, Business Alliances, E-commerce, Integration, Executive Management, Business Process..., Vendor Management, CRM, Team Management, Training, Sales Operations, Marketing
Education
Texas A&M University 1981 — 1986
Bachelor of Science, Finance
Texas A&M University 1981 — 1986
Bachelor's degree, Accounting and Finance
Jim Sykes Jim Sykes's BISYS Experience April 1999 - November 2001
Job Vice President Human Resources at CannaPharmaRx
Industry Hospital & Health Care
Experience
CannaPharmaRx September 2014 - Present
Cardinal Health July 2011 - September 2014
Cardinal Health March 2006 - July 2011
Cardinal Health July 2002 - March 2006
Career Concepts 2001 - 2002
BISYS April 1999 - November 2001
QVC April 1993 - April 1999
Fluor June 1991 - April 1993
Systems Documentation, Inc. November 1989 - June 1991
TAC January 1984 - November 1989
Skills
Succession Planning, Employee Relations, Performance Management, Organizational..., Talent Assessment, Executive Coaching, Legal Compliance, Human Capital Management, Strategic Business, Talent Management, Talent Acquisition, Organizational..., Workforce Planning, Leadership Development, Technical Recruiting, Talent Development, Organizational Design, Employee Engagement, HR Strategy, Coaching, HR Consulting, Employee/Labor Relations, Employment Law, Recruiting, Executive Search, Leadership, Strategy, Personnel Management, Executive Management, Employee Benefits, Employee Training, Sourcing, Interviews, Sales, Start-ups, Program Management, Deferred Compensation, Strategic Planning, Management, Applicant Tracking..., Account Management, HRIS, Selling, Sales Operations, Hiring, Marketing, Labor Relations, Training, Sales Management, Career Development
Education
La Salle University 1979 — 1983
Bachelor of Science (BS), Marketing / Management
Bishop McDevitt 1974 — 1979
CannaPharmaRx September 2014 - Present
Cardinal Health July 2011 - September 2014
Cardinal Health March 2006 - July 2011
Cardinal Health July 2002 - March 2006
Career Concepts 2001 - 2002
BISYS April 1999 - November 2001
QVC April 1993 - April 1999
Fluor June 1991 - April 1993
Systems Documentation, Inc. November 1989 - June 1991
TAC January 1984 - November 1989
Skills
Succession Planning, Employee Relations, Performance Management, Organizational..., Talent Assessment, Executive Coaching, Legal Compliance, Human Capital Management, Strategic Business, Talent Management, Talent Acquisition, Organizational..., Workforce Planning, Leadership Development, Technical Recruiting, Talent Development, Organizational Design, Employee Engagement, HR Strategy, Coaching, HR Consulting, Employee/Labor Relations, Employment Law, Recruiting, Executive Search, Leadership, Strategy, Personnel Management, Executive Management, Employee Benefits, Employee Training, Sourcing, Interviews, Sales, Start-ups, Program Management, Deferred Compensation, Strategic Planning, Management, Applicant Tracking..., Account Management, HRIS, Selling, Sales Operations, Hiring, Marketing, Labor Relations, Training, Sales Management, Career Development
Education
La Salle University 1979 — 1983
Bachelor of Science (BS), Marketing / Management
Bishop McDevitt 1974 — 1979
Ron Welsh Ron Welsh's BISYS Experience September 2000 - August 2005
Job Solutions Architect | Systems and Storage | Manager
Industry Information Technology and Services
Experience
D+H U.S. Operation April 2015 - Present
Lincoln Technical Institute November 2009 - Present
Sungard Availability Services September 2012 - April 2015
Open Solutions August 2007 - September 2012
Commerce Bank August 2005 - July 2007
BISYS September 2000 - August 2005
Bluestone Software May 1998 - July 2000
LK Global Manufacturing Systems September 1997 - May 1998
Joseph Rothbard & Co. August 1996 - September 1997
United Parcel Service January 1989 - April 1996
Skills
Disaster Recovery, VMware, Data Center, Network Administration, Security, Hardware, Troubleshooting, Unix, System Administration, SAN, Storage Area Networks, AIX, Network Security, Testing, Backup Solutions, Cisco Technologies, Windows, TSM, IT Operations, Storage, Virtualization, Citrix, Integration, Storage Management, IT Strategy, Brocade, Operating Systems, Technical Support, Software Documentation, Software Installation, Solution Architecture, System Deployment, Business Continuity, Active Directory, Information Technology, IIS, Infrastructure, Hitachi, HDS, Tivoli Storage Manager, VMware ESX, Computer Security, CommVault, DNS, Cloud Computing, Customer Oriented, Management
Education
University of Phoenix 2004 — 2006
BS, Information Technology
Universidad de Salamanca 1996 — 1996
certificate, Spanish Language and Literature
Rowan University 1993 — 1996
BA, Spanish
Atlantic Community College 1992 — 1993
AS, General Studies
Stockton University 1986 — 1993
none, Computer Science
D+H U.S. Operation April 2015 - Present
Lincoln Technical Institute November 2009 - Present
Sungard Availability Services September 2012 - April 2015
Open Solutions August 2007 - September 2012
Commerce Bank August 2005 - July 2007
BISYS September 2000 - August 2005
Bluestone Software May 1998 - July 2000
LK Global Manufacturing Systems September 1997 - May 1998
Joseph Rothbard & Co. August 1996 - September 1997
United Parcel Service January 1989 - April 1996
Skills
Disaster Recovery, VMware, Data Center, Network Administration, Security, Hardware, Troubleshooting, Unix, System Administration, SAN, Storage Area Networks, AIX, Network Security, Testing, Backup Solutions, Cisco Technologies, Windows, TSM, IT Operations, Storage, Virtualization, Citrix, Integration, Storage Management, IT Strategy, Brocade, Operating Systems, Technical Support, Software Documentation, Software Installation, Solution Architecture, System Deployment, Business Continuity, Active Directory, Information Technology, IIS, Infrastructure, Hitachi, HDS, Tivoli Storage Manager, VMware ESX, Computer Security, CommVault, DNS, Cloud Computing, Customer Oriented, Management
Education
University of Phoenix 2004 — 2006
BS, Information Technology
Universidad de Salamanca 1996 — 1996
certificate, Spanish Language and Literature
Rowan University 1993 — 1996
BA, Spanish
Atlantic Community College 1992 — 1993
AS, General Studies
Stockton University 1986 — 1993
none, Computer Science
Jim Whittemore Jim Whittemore's BISYS Experience 1996 - 1997
Job Failed Electronic Musician at Self
Industry Financial Services
Experience
Tekno Tunes January 1969 - Present
Sungard March 1997 - May 2009
Sungard Investor Accounting Systems 2000 - 2005
BISYS 1996 - 1997
T Rowe Price 1989 - 1996
Boston Financial Data Services 1982 - 1989
Skills
Transfer Agency, Mutual Funds, Business Analysis, Functional..., Requirements Gathering, Customer Relations, Process Improvement, Compliance, Business Process Design, Problem Solving, Back Office, Access, Vendor Management, Corporate Actions, Change Management, Fund Administration, SDLC, PMO, Outsourcing, Product Development, Risk Management, Customer Service, Business Process..., Financial Services, Requirements Analysis, Business Requirements, Relationship Management, Systems Analysis
Education
New York University 1971 — 1975
BA, English Lit, Philosophy, Journalism
Delbarton Prep 1968 — 1971
HS '72
Tekno Tunes January 1969 - Present
Sungard March 1997 - May 2009
Sungard Investor Accounting Systems 2000 - 2005
BISYS 1996 - 1997
T Rowe Price 1989 - 1996
Boston Financial Data Services 1982 - 1989
Skills
Transfer Agency, Mutual Funds, Business Analysis, Functional..., Requirements Gathering, Customer Relations, Process Improvement, Compliance, Business Process Design, Problem Solving, Back Office, Access, Vendor Management, Corporate Actions, Change Management, Fund Administration, SDLC, PMO, Outsourcing, Product Development, Risk Management, Customer Service, Business Process..., Financial Services, Requirements Analysis, Business Requirements, Relationship Management, Systems Analysis
Education
New York University 1971 — 1975
BA, English Lit, Philosophy, Journalism
Delbarton Prep 1968 — 1971
HS '72
Jody Czako Jody Czako's BISYS Experience January 2000 - July 2007
Job Business Gift Services Associate at 1800flowers.com
Industry Financial Services
Experience
1800flowers.com October 2013 - Present
Self-Employed May 2012 - Present
The Delaware County Bank & Trust Company October 2010 - April 2012
JPMorgan Chase June 2008 - October 2010
Spectrum Global Fund Administration September 2007 - May 2008
Citi August 2007 - September 2007
BISYS January 2000 - July 2007
BISYS Fund Services, Inc. 2000 - 2007
Education
The Ohio State University
BSBA, Accounting
1800flowers.com October 2013 - Present
Self-Employed May 2012 - Present
The Delaware County Bank & Trust Company October 2010 - April 2012
JPMorgan Chase June 2008 - October 2010
Spectrum Global Fund Administration September 2007 - May 2008
Citi August 2007 - September 2007
BISYS January 2000 - July 2007
BISYS Fund Services, Inc. 2000 - 2007
Education
The Ohio State University
BSBA, Accounting
Robert Gordon, CPA, JD Robert Gordon, CPA, JD's BISYS Experience February 2005 - August 2006
Job CPA & Attorney
Industry Financial Services
Experience
CPA & Attorney January 2009 - Present
Deloitte 2006 - 2007
BISYS February 2005 - August 2006
Multimedia Solutions 2004 - 2005
Private Family Investment Management Office 2002 - 2004
KPMG 1995 - 2002
Skills
Tax, Private Equity, Internal Controls, Accounting, Finance, Tax Preparation, CPA, Corporate Tax, Tax Research, International Tax, Tax Returns, Cash Management, High Net Worth..., Tax Compliance, Microsoft Excel, Hedge Funds, Tax Services, Financial Analysis, Tax Accounting, Partnership Taxation, Family Law, Alternative Investments, Income Tax, Financial Planning, Fund Of Funds, Compliance, Asset Management, Big 4, Litigation, SEC filings, Wealth Management, Cash Flow, Trusts, LLC, Real Estate, SEC Filings, Management, Financial Statements
Education
Pace University School of Law 1996 — 1999
JD, Tax & International Law
Rutgers University-New Brunswick 1983 — 1988
BA Economics, Economics with a Concentration Accounting & Finance
Seton Hall Law School
CPA & Attorney January 2009 - Present
Deloitte 2006 - 2007
BISYS February 2005 - August 2006
Multimedia Solutions 2004 - 2005
Private Family Investment Management Office 2002 - 2004
KPMG 1995 - 2002
Skills
Tax, Private Equity, Internal Controls, Accounting, Finance, Tax Preparation, CPA, Corporate Tax, Tax Research, International Tax, Tax Returns, Cash Management, High Net Worth..., Tax Compliance, Microsoft Excel, Hedge Funds, Tax Services, Financial Analysis, Tax Accounting, Partnership Taxation, Family Law, Alternative Investments, Income Tax, Financial Planning, Fund Of Funds, Compliance, Asset Management, Big 4, Litigation, SEC filings, Wealth Management, Cash Flow, Trusts, LLC, Real Estate, SEC Filings, Management, Financial Statements
Education
Pace University School of Law 1996 — 1999
JD, Tax & International Law
Rutgers University-New Brunswick 1983 — 1988
BA Economics, Economics with a Concentration Accounting & Finance
Seton Hall Law School
John Carl Williams, CIPM, MBA's BISYS Experience August 2002 - March 2007
Job Supervisor Investment Operations and Accounting at OPERS
Industry Financial Services
Experience
OPERS September 2011 - Present
OPERS June 2009 - September 2011
DesignLogics LLC January 2010 - August 2011
Spectrum Global March 2007 - June 2009
Bisys August 2002 - March 2007
Skills
Mutual Funds, Hedge Funds, Financial Analysis, Investments, Finance, Portfolio Management, Bloomberg, Securities, Financial Services, Process Improvement, Equities, Management, Accounting, Financial Reporting
Education
The Ohio State University Fisher College of Business 2004 — 2007
MBA
Wheaton College 2000 — 2002
BA, Economics/Business Administration
University of Iowa 1997 — 2000
Pre-Med/Business
Milwaukee Lutheran High School 1993 — 1997
HS Diploma, Liberal Arts
OPERS September 2011 - Present
OPERS June 2009 - September 2011
DesignLogics LLC January 2010 - August 2011
Spectrum Global March 2007 - June 2009
Bisys August 2002 - March 2007
Skills
Mutual Funds, Hedge Funds, Financial Analysis, Investments, Finance, Portfolio Management, Bloomberg, Securities, Financial Services, Process Improvement, Equities, Management, Accounting, Financial Reporting
Education
The Ohio State University Fisher College of Business 2004 — 2007
MBA
Wheaton College 2000 — 2002
BA, Economics/Business Administration
University of Iowa 1997 — 2000
Pre-Med/Business
Milwaukee Lutheran High School 1993 — 1997
HS Diploma, Liberal Arts
Kevin M. Keefe, CFA's BISYS Experience January 2003 - June 2004
Job President and CEO, First Allied Securities, Inc.
Industry Financial Services
Experience
First Allied Securities, Inc. May 2014 - Present
AIG Advisor Group November 2010 - March 2014
FUSE Research Network March 2009 - November 2010
LPL Financial July 2004 - March 2009
BISYS January 2003 - June 2004
Financial Research Corporation (FRC), a BISYS Company October 2000 - January 2003
Mutualfunds.com 2000 - 2000
Fidelity Investments 1998 - 2000
New England Financial June 1993 - June 1998
Pioneer Investments February 1987 - August 1990
Skills
Wealth Management, Investments, Mutual Funds, Asset Managment, ETFs, Investment Advisory, Portfolio Management, Retirement Planning, Business Planning, Equities, Asset Management, Leadership, Strategy, Retirement, Strategic Financial..., Investment Strategies, CRM, Securities, Due Diligence, Wealth Management..., Relationship Management, Alternative Investments, Business Development, Series 63, Financial Advisory, Financial Services, Asset Allocation, Series 7, Financial Risk, Finance, Investment Management, Hedge Funds, Fixed Income, Series 24, Wealth, FINRA, Series 65, Uniform Combined State..., Bonds, Financial Markets, 401k, Separately Managed..., Financial Planning
Education
Suffolk University - Sawyer Business School
First Allied Securities, Inc. May 2014 - Present
AIG Advisor Group November 2010 - March 2014
FUSE Research Network March 2009 - November 2010
LPL Financial July 2004 - March 2009
BISYS January 2003 - June 2004
Financial Research Corporation (FRC), a BISYS Company October 2000 - January 2003
Mutualfunds.com 2000 - 2000
Fidelity Investments 1998 - 2000
New England Financial June 1993 - June 1998
Pioneer Investments February 1987 - August 1990
Skills
Wealth Management, Investments, Mutual Funds, Asset Managment, ETFs, Investment Advisory, Portfolio Management, Retirement Planning, Business Planning, Equities, Asset Management, Leadership, Strategy, Retirement, Strategic Financial..., Investment Strategies, CRM, Securities, Due Diligence, Wealth Management..., Relationship Management, Alternative Investments, Business Development, Series 63, Financial Advisory, Financial Services, Asset Allocation, Series 7, Financial Risk, Finance, Investment Management, Hedge Funds, Fixed Income, Series 24, Wealth, FINRA, Series 65, Uniform Combined State..., Bonds, Financial Markets, 401k, Separately Managed..., Financial Planning
Education
Suffolk University - Sawyer Business School
Michael Reda Michael Reda's BISYS Experience 2002 - 2006
Job Consultant at OceanFirst Bank
Industry Banking
Experience
OceanFirst Bank 2015 - Present
Patriot National Bank February 2011 - 2013
Capital One September 2009 - October 2010
TD Bank Group August 2008 - September 2009
Open Solutions / Bisys 2004 - 2006
Open Solutions 2004 - 2006
BISYS 2002 - 2006
Fidelity National Information Services 1987 - 2002
Fidelity Information Services 1987 - 2002
DIME Savings Bank 1996 - 2001
Skills
SDLC, Business Analysis, Data Center, Banking, Zymology, Programming, Craft Beer, Risk Management, Credit, IT Management, Retail Banking, IT Strategy, Vendor Management, Disaster Recovery, Project Portfolio..., Integration, Management, Process Improvement
Education
Stony Brook University 1983 — 1987
OceanFirst Bank 2015 - Present
Patriot National Bank February 2011 - 2013
Capital One September 2009 - October 2010
TD Bank Group August 2008 - September 2009
Open Solutions / Bisys 2004 - 2006
Open Solutions 2004 - 2006
BISYS 2002 - 2006
Fidelity National Information Services 1987 - 2002
Fidelity Information Services 1987 - 2002
DIME Savings Bank 1996 - 2001
Skills
SDLC, Business Analysis, Data Center, Banking, Zymology, Programming, Craft Beer, Risk Management, Credit, IT Management, Retail Banking, IT Strategy, Vendor Management, Disaster Recovery, Project Portfolio..., Integration, Management, Process Improvement
Education
Stony Brook University 1983 — 1987
Tom DeCarlo Tom DeCarlo's BISYS Experience October 2001 - January 2005
Job
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2010 - July 2015
TABD Contact Center/ Operational Consulting January 2009 - December 2009
Unisource Worldwide January 2005 - December 2008
BISYS October 2001 - January 2005
Paytrust September 2000 - October 2001
Paytrust March 1999 - September 2000
Merrill Lynch October 1997 - March 1999
Merrill Lynch May 1997 - October 1997
Merrill Lynch February 1995 - April 1997
Skills
Leadership, Management, Call Center, Customer Satisfaction, Contact Centers, Vendor Management, Strategic Planning, Process Improvement, Risk Management, Operations Management, Team Building, Change Management, Financial Services, Executive Management, New Business Development, Customer Service, Program Management, Account Management, Project Management, Banking, Business Process..., Outsourcing, Team Leadership, Business Strategy, Relationship Management, Mergers, Salesforce.com, CRM, Business Development, Telephony, Performance Management, Disaster Recovery, Leadership Development, Call Centers, Business Analysis, Forecasting, Mergers & Acquisitions, Financial Analysis, Strategy, Start-ups, Cross-functional Team..., Training, Portfolio Management, Product Management, Analysis, Business Planning, Management Consulting, Analytics, IT Strategy, Strategic Partnerships
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Executive Education, Securities Industry Institute (SII)
Monmouth University 1990 — 1994
Morgan Stanley Wealth Management January 2010 - July 2015
TABD Contact Center/ Operational Consulting January 2009 - December 2009
Unisource Worldwide January 2005 - December 2008
BISYS October 2001 - January 2005
Paytrust September 2000 - October 2001
Paytrust March 1999 - September 2000
Merrill Lynch October 1997 - March 1999
Merrill Lynch May 1997 - October 1997
Merrill Lynch February 1995 - April 1997
Skills
Leadership, Management, Call Center, Customer Satisfaction, Contact Centers, Vendor Management, Strategic Planning, Process Improvement, Risk Management, Operations Management, Team Building, Change Management, Financial Services, Executive Management, New Business Development, Customer Service, Program Management, Account Management, Project Management, Banking, Business Process..., Outsourcing, Team Leadership, Business Strategy, Relationship Management, Mergers, Salesforce.com, CRM, Business Development, Telephony, Performance Management, Disaster Recovery, Leadership Development, Call Centers, Business Analysis, Forecasting, Mergers & Acquisitions, Financial Analysis, Strategy, Start-ups, Cross-functional Team..., Training, Portfolio Management, Product Management, Analysis, Business Planning, Management Consulting, Analytics, IT Strategy, Strategic Partnerships
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Executive Education, Securities Industry Institute (SII)
Monmouth University 1990 — 1994
Pam Vincent Pam Vincent's BISYS Experience August 1992 - April 2002
Job Project Manager Large Scope Projects at Fiserv OutPut Solutions
Industry Computer Software
Experience
Fiserv OutPut Solutions June 2009 - Present
Pinnacle Financial Strategies May 2007 - June 2009
Fiserv - Personix April 2002 - May 2007
Personix 2002 - 2007
Personix, Fiserv Output Solutions 2002 - 2007
Bisys August 1992 - April 2002
San Jacinto Savings August 1988 - October 1992
Cornerstone Savings Association July 1986 - October 1988
Mtech Thrift Services August 1984 - July 1986
Skills
Business Analysis, Problem Solving, Documentation, Software Implementation, Testing, Quality Assurance, Customer Relations, Change Management, Requirements Analysis, Team Building, Requirements Gathering, MS Project, Customer Service, Vendor Relations, Microsoft Office, Data Analysis, Outlook, Team Leadership, Product Management, Excel, Troubleshooting, Business Requirements, Software Development, Analysis, Systems Analysis, Project Planning, Integration, Word, Agile, Software Project..., Software Documentation, Process Improvement, Agile Methodologies, SDLC, Business Intelligence, Microsoft SQL Server, SQL, Data Center, Vendor Management, Project Management, Visio, SharePoint, Training, Disaster Recovery, Program Management, Management, IT Management, Databases, Project Portfolio..., Networking
Education
Mohawk Valley Community College 1977 — 1978
Proctor HS 1973 — 1977
Fiserv OutPut Solutions June 2009 - Present
Pinnacle Financial Strategies May 2007 - June 2009
Fiserv - Personix April 2002 - May 2007
Personix 2002 - 2007
Personix, Fiserv Output Solutions 2002 - 2007
Bisys August 1992 - April 2002
San Jacinto Savings August 1988 - October 1992
Cornerstone Savings Association July 1986 - October 1988
Mtech Thrift Services August 1984 - July 1986
Skills
Business Analysis, Problem Solving, Documentation, Software Implementation, Testing, Quality Assurance, Customer Relations, Change Management, Requirements Analysis, Team Building, Requirements Gathering, MS Project, Customer Service, Vendor Relations, Microsoft Office, Data Analysis, Outlook, Team Leadership, Product Management, Excel, Troubleshooting, Business Requirements, Software Development, Analysis, Systems Analysis, Project Planning, Integration, Word, Agile, Software Project..., Software Documentation, Process Improvement, Agile Methodologies, SDLC, Business Intelligence, Microsoft SQL Server, SQL, Data Center, Vendor Management, Project Management, Visio, SharePoint, Training, Disaster Recovery, Program Management, Management, IT Management, Databases, Project Portfolio..., Networking
Education
Mohawk Valley Community College 1977 — 1978
Proctor HS 1973 — 1977
Amy (Tew) Lenz Amy (Tew) Lenz's BISYS Experience September 1998 - September 2002
Job Admin Supervisor at PepsiCo
Industry Food & Beverages
Experience
PepsiCo - Pepsi Beverages Company October 2011 - Present
PepsiCo - Pepsi Beverages Company April 2009 - October 2011
PepsiCo - Pepsi Beverages Company January 2007 - April 2009
PepsiCo - Pepsi Beverages Company August 2004 - December 2006
PepsiCo - Pepsi Beverages Company May 2003 - July 2004
BISYS September 1998 - September 2002
Best Access Systems September 1995 - August 1998
Skills
Microsoft Excel, Microsoft Word, Customer Service, Outlook, Microsoft Office, Windows, Sales, Data Entry, Payroll, Office Administration, Administrative..., Office Management, Spreadsheets, Accounts Payable, Accounts Receivable, Inventory Control, Inventory Management, Purchasing, Confidentiality, Food, Invoicing, Pricing, Insurance, Direct Store Delivery, Merchandising, Retail, Consumer Products, Food Service, SAP, Management, Leadership, Budgets, Training
Education
Salt Lake Community College
Associate’s Degree
University of Utah
PepsiCo - Pepsi Beverages Company October 2011 - Present
PepsiCo - Pepsi Beverages Company April 2009 - October 2011
PepsiCo - Pepsi Beverages Company January 2007 - April 2009
PepsiCo - Pepsi Beverages Company August 2004 - December 2006
PepsiCo - Pepsi Beverages Company May 2003 - July 2004
BISYS September 1998 - September 2002
Best Access Systems September 1995 - August 1998
Skills
Microsoft Excel, Microsoft Word, Customer Service, Outlook, Microsoft Office, Windows, Sales, Data Entry, Payroll, Office Administration, Administrative..., Office Management, Spreadsheets, Accounts Payable, Accounts Receivable, Inventory Control, Inventory Management, Purchasing, Confidentiality, Food, Invoicing, Pricing, Insurance, Direct Store Delivery, Merchandising, Retail, Consumer Products, Food Service, SAP, Management, Leadership, Budgets, Training
Education
Salt Lake Community College
Associate’s Degree
University of Utah
Scarlett Rocourt's BISYS Experience July 2004 - May 2006
Job Entrepreneur, Marketing Professional
Industry Information Technology and Services
Experience
Health, Hair & Happiness January 2014 - Present
Wonder Curl February 2010 - Present
EDDA Technology, Inc. November 2010 - May 2014
QD Technology June 2006 - October 2008
BISYS July 2004 - May 2006
Susan Dell Inc. January 2003 - January 2004
Walter Steiger January 2002 - December 2002
St. Jacques Studio September 1998 - January 2002
Skills
Marketing Strategy, Salesforce.com, Public Speaking, Online Advertising, Lead Generation, Marketing, Strategic Planning, Event Planning, Account Management, Marketing Management, Social Media, Advertising, Marketing Communications, Market Research, Vendor Management, Social Media Marketing, E-commerce, Direct Marketing, B2B Marketing, Public Relations, Sales, Management, Social Networking, Trade Shows, Email Marketing, Competitive Analysis, Budgets, Online Marketing, Strategic Partnerships, Retail, Product Marketing
Education
Rutgers University, School of Business 1994 — 1998
B.S
Rutgers University-New Brunswick 1994 — 1998
Bachelor of Science (B.S.)
Health, Hair & Happiness January 2014 - Present
Wonder Curl February 2010 - Present
EDDA Technology, Inc. November 2010 - May 2014
QD Technology June 2006 - October 2008
BISYS July 2004 - May 2006
Susan Dell Inc. January 2003 - January 2004
Walter Steiger January 2002 - December 2002
St. Jacques Studio September 1998 - January 2002
Skills
Marketing Strategy, Salesforce.com, Public Speaking, Online Advertising, Lead Generation, Marketing, Strategic Planning, Event Planning, Account Management, Marketing Management, Social Media, Advertising, Marketing Communications, Market Research, Vendor Management, Social Media Marketing, E-commerce, Direct Marketing, B2B Marketing, Public Relations, Sales, Management, Social Networking, Trade Shows, Email Marketing, Competitive Analysis, Budgets, Online Marketing, Strategic Partnerships, Retail, Product Marketing
Education
Rutgers University, School of Business 1994 — 1998
B.S
Rutgers University-New Brunswick 1994 — 1998
Bachelor of Science (B.S.)
Pam McCall Pam McCall's BISYS Experience July 1998 - March 2006
Job Pursuing the Next Opportunity/Adventure
Industry Information Technology and Services
Experience
Viersen Oil & Gas Company March 2013 - June 2015
Citizens Security Bank January 2009 - March 2013
Open Solutions March 2006 - January 2009
Bisys July 1998 - March 2006
First National Bank and Trust Company of Okmulgee May 1985 - July 1998
Skills
Business Analysis, Account Management, Salesforce.com, Strategic Planning, Risk Management, Banking, Credit, Selling, Financial Services, Vendor Management, Visio, Payments, Executive Management, Cognos, Microsoft Office, PeopleSoft, Loans, CRM, Enterprise Software, Product Management, Team Building, Leadership, Core Banking, Imaging Science, Process Improvement, Management, Strategy, Credit Administration, Check 21, Loan Documentation, Technology..., Imaging Systems, Banking Operations, Consultative Selling, Customer Service, QuickBooks
Education
Oklahoma State University Institute of Technology-Okmulgee 2015 — 2017
Bachelor of Applied Science (B.A.Sc.)
Oklahoma State University Institute of Technology-Okmulgee 1984 — 1986
Associate's degree
Viersen Oil & Gas Company March 2013 - June 2015
Citizens Security Bank January 2009 - March 2013
Open Solutions March 2006 - January 2009
Bisys July 1998 - March 2006
First National Bank and Trust Company of Okmulgee May 1985 - July 1998
Skills
Business Analysis, Account Management, Salesforce.com, Strategic Planning, Risk Management, Banking, Credit, Selling, Financial Services, Vendor Management, Visio, Payments, Executive Management, Cognos, Microsoft Office, PeopleSoft, Loans, CRM, Enterprise Software, Product Management, Team Building, Leadership, Core Banking, Imaging Science, Process Improvement, Management, Strategy, Credit Administration, Check 21, Loan Documentation, Technology..., Imaging Systems, Banking Operations, Consultative Selling, Customer Service, QuickBooks
Education
Oklahoma State University Institute of Technology-Okmulgee 2015 — 2017
Bachelor of Applied Science (B.A.Sc.)
Oklahoma State University Institute of Technology-Okmulgee 1984 — 1986
Associate's degree
Melissa Kurtzman's BISYS Experience 1992 - 2001
Job Experienced Employee Benefits Attorney at Littler Mendelson, CoChair of Employee Benefits Practice Group
Industry Legal Services
Experience
Littler Mendelson March 2009 - Present
Wolf Block 2001 - 2009
BISYS (now known as ASCENSUS) 1992 - 2001
BISYS 1992 - 2001
Morgan, Lewis & Bockius LLP 1989 - 1992
Skills
ERISA, Defined Benefit, Employee Benefits, Profit Sharing, Retirement, Mergers & Acquisitions, ESOP, Investments, Due Diligence, Fiduciary, Legal Compliance, IRS, Pensions, Cafeteria Plans, Executive Pay, Human Resources, 401k, Employment Contracts, Employment...
Education
The George Washington University Law School 1986 — 1988
LLM Tax, LAW
University of Toledo College of Law 1983 — 1985
JD, Law
Michigan State University 1979 — 1983
BA, Political Science
Littler Mendelson March 2009 - Present
Wolf Block 2001 - 2009
BISYS (now known as ASCENSUS) 1992 - 2001
BISYS 1992 - 2001
Morgan, Lewis & Bockius LLP 1989 - 1992
Skills
ERISA, Defined Benefit, Employee Benefits, Profit Sharing, Retirement, Mergers & Acquisitions, ESOP, Investments, Due Diligence, Fiduciary, Legal Compliance, IRS, Pensions, Cafeteria Plans, Executive Pay, Human Resources, 401k, Employment Contracts, Employment...
Education
The George Washington University Law School 1986 — 1988
LLM Tax, LAW
University of Toledo College of Law 1983 — 1985
JD, Law
Michigan State University 1979 — 1983
BA, Political Science
Justin Scott Justin Scott's BISYS Experience July 2005 - June 2007
Job Manager of Information Technology at insidesales.com
Industry Information Technology and Services
Experience
InsideSales.com October 2014 - Present
England Logistics LLC Salt Lake City, Utah November 2011 - October 2014
Henry Schein Medical Systems September 2011 - November 2011
Crump Life Insurance Services 2000 - September 2011
Crump Insurance 2000 - 2009
BISYS July 2005 - June 2007
BISYS July 2001 - July 2005
Motor Cargo January 2000 - January 2001
Skills
Contact Center Scripting, Contact Center Express, System Administration, Systems Engineering, Server Administration, SQL Server 2000-2008, Windows Server 2003, Windows Server 2008, iis, VMware ESX, vSphere, SQL Server, System Evaluation, Collaborative, Computer Hardware, Server Hardware, C#, HTML/XML, HTML + CSS, Web Development, Web Servers, Replication, Redundancy, Load Balancing, Backup, Windows, Windows 7, Windows XP Professional, Mac OS X, Mac Lion, Wireless Networking, Splunk, Project Management, Servers, Unity Connection, Windows Server, IIS, Microsoft SQL Server, XML, Software Documentation, Google Analytics, Disaster Recovery, Active Directory, SQL Replication, Database Administration, HTML, Software Installation, Technical Support, IT Management, Databases
Education
University of Utah 2008 — 2010
Computer Science
Salt Lake Community College 2004 — 2005
Computer Science
Roy High School 1989 — 1992
InsideSales.com October 2014 - Present
England Logistics LLC Salt Lake City, Utah November 2011 - October 2014
Henry Schein Medical Systems September 2011 - November 2011
Crump Life Insurance Services 2000 - September 2011
Crump Insurance 2000 - 2009
BISYS July 2005 - June 2007
BISYS July 2001 - July 2005
Motor Cargo January 2000 - January 2001
Skills
Contact Center Scripting, Contact Center Express, System Administration, Systems Engineering, Server Administration, SQL Server 2000-2008, Windows Server 2003, Windows Server 2008, iis, VMware ESX, vSphere, SQL Server, System Evaluation, Collaborative, Computer Hardware, Server Hardware, C#, HTML/XML, HTML + CSS, Web Development, Web Servers, Replication, Redundancy, Load Balancing, Backup, Windows, Windows 7, Windows XP Professional, Mac OS X, Mac Lion, Wireless Networking, Splunk, Project Management, Servers, Unity Connection, Windows Server, IIS, Microsoft SQL Server, XML, Software Documentation, Google Analytics, Disaster Recovery, Active Directory, SQL Replication, Database Administration, HTML, Software Installation, Technical Support, IT Management, Databases
Education
University of Utah 2008 — 2010
Computer Science
Salt Lake Community College 2004 — 2005
Computer Science
Roy High School 1989 — 1992
Rebecca Ricci Rebecca Ricci's BISYS Experience 2003 - 2005
Job Director of Communications at Creekwood Christian Church
Industry Religious Institutions
Experience
Self Employed 2011 - Present
Creekwood Christian Church 2009 - Present
BISYS 2003 - 2005
Skills
SEO Copywriting, Marketing Communications, Editing, Web Content, Creative Writing, Communications Planning, Social Media Marketing, Newsletter Design, Web Content Management, Public Speaking, Graphic Design, E-newsletter Design, Social Networking, Customer Service
Education
Texas Tech University
Bachelor of Arts (B.A.), English Language and Literature, General
Self Employed 2011 - Present
Creekwood Christian Church 2009 - Present
BISYS 2003 - 2005
Skills
SEO Copywriting, Marketing Communications, Editing, Web Content, Creative Writing, Communications Planning, Social Media Marketing, Newsletter Design, Web Content Management, Public Speaking, Graphic Design, E-newsletter Design, Social Networking, Customer Service
Education
Texas Tech University
Bachelor of Arts (B.A.), English Language and Literature, General
Marlene Stein, CAP-OM's BISYS Experience June 2006 - February 2008
Job Administrative Associate at Health Resources and Services Administration
Industry Government Administration
Experience
Health Resources and Services Administration July 2012 - Present
Health Resources and Services Administration March 2011 - July 2012
Health Resources and Services Administration August 2009 - March 2011
Agency for Healthcare Research and Quality January 2009 - August 2009
BISYS June 2006 - February 2008
Grunley Construction August 2004 - June 2006
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Spreadsheets, Newsletters, Research, Team Building, Administrative..., Customer Service, Event Planning, Office Management, Editing, Coordination, Executive Support, Data Entry, Nonprofits, Office Administration, Time Management, Calendars, Supervisory Skills, Confidentiality, Calendaring, Travel Arrangements, System Administration, Telephone Skills, Policy, Executive Level..., File Management, Microsoft Office 2007, Expense Reports, Records Management, Adobe Acrobat, Executive..., Office Equipment, Wordperfect, Microsoft Publisher, Appointment Scheduling, Switchboard Operator, Administration, Expenses, Internet Explorer, Invoicing, Travel Planning, Fax, Expense Management, Administrative..., Meeting Planning, Administrative Office...
Education
Montgomery College 1972 — 1974
Associates, Legal Secretarial Science
Health Resources and Services Administration July 2012 - Present
Health Resources and Services Administration March 2011 - July 2012
Health Resources and Services Administration August 2009 - March 2011
Agency for Healthcare Research and Quality January 2009 - August 2009
BISYS June 2006 - February 2008
Grunley Construction August 2004 - June 2006
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Spreadsheets, Newsletters, Research, Team Building, Administrative..., Customer Service, Event Planning, Office Management, Editing, Coordination, Executive Support, Data Entry, Nonprofits, Office Administration, Time Management, Calendars, Supervisory Skills, Confidentiality, Calendaring, Travel Arrangements, System Administration, Telephone Skills, Policy, Executive Level..., File Management, Microsoft Office 2007, Expense Reports, Records Management, Adobe Acrobat, Executive..., Office Equipment, Wordperfect, Microsoft Publisher, Appointment Scheduling, Switchboard Operator, Administration, Expenses, Internet Explorer, Invoicing, Travel Planning, Fax, Expense Management, Administrative..., Meeting Planning, Administrative Office...
Education
Montgomery College 1972 — 1974
Associates, Legal Secretarial Science
Melissa Fell, PHR Melissa Fell, PHR's BISYS Experience 2004 - 2006
Job Director Human Resources at Parametric
Industry Investment Management
Experience
Parametric November 2014 - Present
Parametric January 2012 - November 2014
Eaton Vance 2006 - January 2012
Bisys 2004 - 2006
Fidelity Investments 2004 - 2005
Skills
Employee Relations, Talent Management, Onboarding, Talent Acquisition, HRIS, PeopleSoft, Employee Benefits
Education
Suffolk University 2007 — 2009
Masters Degree, Human Resources
Stonehill College 1999 — 2003
BA, Psychology, Business
Parametric November 2014 - Present
Parametric January 2012 - November 2014
Eaton Vance 2006 - January 2012
Bisys 2004 - 2006
Fidelity Investments 2004 - 2005
Skills
Employee Relations, Talent Management, Onboarding, Talent Acquisition, HRIS, PeopleSoft, Employee Benefits
Education
Suffolk University 2007 — 2009
Masters Degree, Human Resources
Stonehill College 1999 — 2003
BA, Psychology, Business
Steve Pulig Steve Pulig's BISYS Experience October 1996 - June 1999
Job Service Desk Manager at MTD Products
Industry Financial Services
Experience
MTD Products January 2011 - Present
PNC December 2007 - January 2011
National City Bank November 2006 - November 2007
National City Bank September 2005 - November 2006
National City Bank 2002 - 2005
National City Bank 2001 - 2002
National City Bank 1999 - 2001
BISYS October 1996 - June 1999
Skills
ITIL, Windows Server, VMware, Servers, Data Center, Windows 7, Disaster Recovery, Networking, Security, Leadership, Active Directory, Troubleshooting, XP, Process Improvement, Switches, Vendor Management, Six Sigma, Management, Change Management, Project Management, SDLC, Citrix, SharePoint, IT Management, Information Technology, Microsoft Certified..., Software Documentation, Training, Visio, Technical Support, IT Strategy
Education
The Ohio State University Fisher College of Business 1995 — 1999
BSBA, Management Information Systems
Elyria High School 1991 — 1995
Go Pioneers!
MTD Products January 2011 - Present
PNC December 2007 - January 2011
National City Bank November 2006 - November 2007
National City Bank September 2005 - November 2006
National City Bank 2002 - 2005
National City Bank 2001 - 2002
National City Bank 1999 - 2001
BISYS October 1996 - June 1999
Skills
ITIL, Windows Server, VMware, Servers, Data Center, Windows 7, Disaster Recovery, Networking, Security, Leadership, Active Directory, Troubleshooting, XP, Process Improvement, Switches, Vendor Management, Six Sigma, Management, Change Management, Project Management, SDLC, Citrix, SharePoint, IT Management, Information Technology, Microsoft Certified..., Software Documentation, Training, Visio, Technical Support, IT Strategy
Education
The Ohio State University Fisher College of Business 1995 — 1999
BSBA, Management Information Systems
Elyria High School 1991 — 1995
Go Pioneers!
Brian Hardy, CIP, CISP's BISYS Experience January 2005 - February 2006
Job Business Development Analyst at Ascensus
Industry Financial Services
Experience
Ascensus January 2015 - Present
Ascensus July 2011 - Present
Ascensus June 2010 - June 2011
Ascensus March 2009 - May 2010
Ascensus March 2005 - May 2010
Ascensus January 2005 - May 2010
BISYS January 2005 - February 2006
BISYS July 2004 - September 2004
Universal Pensions June 1998 - June 2004
Sears March 1995 - May 1998
Skills
CRM, Management, Training, Sales, Business Development, Marketing, Project Management, Sales Operations, Analysis, New Business Development, Banking, Sales Management, Financial Services, Sales Process, Selling, Negotiation, Credit, Integration, Retirement
Education
MidAmerica Nazarene University 1988 — 1992
BS, Business Administration
Ascensus January 2015 - Present
Ascensus July 2011 - Present
Ascensus June 2010 - June 2011
Ascensus March 2009 - May 2010
Ascensus March 2005 - May 2010
Ascensus January 2005 - May 2010
BISYS January 2005 - February 2006
BISYS July 2004 - September 2004
Universal Pensions June 1998 - June 2004
Sears March 1995 - May 1998
Skills
CRM, Management, Training, Sales, Business Development, Marketing, Project Management, Sales Operations, Analysis, New Business Development, Banking, Sales Management, Financial Services, Sales Process, Selling, Negotiation, Credit, Integration, Retirement
Education
MidAmerica Nazarene University 1988 — 1992
BS, Business Administration
Richard Drieberg Richard Drieberg's BISYS Experience 2003 - 2004
Job Vice President Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2010 - Present
Houlihan Smith & Company, Inc. 2007 - August 2010
PricewaterhouseCoopers August 2005 - August 2007
Bisys 2003 - 2004
Skills
Valuation, Financial Modeling, Mergers, Mergers & Acquisitions, Structured Finance, Corporate Finance, Leveraged Finance, Divestitures, Bloomberg, Portfolio Management, Private Equity
Education
The Ohio State University Fisher College of Business 2004 — 2005
MAcc, Master of Accounting
The Ohio State University - The Max M. Fisher College of Business 1997 — 2002
Bachelor of Business Administration (B.B.A.), Finance
Bank of America Merrill Lynch August 2010 - Present
Houlihan Smith & Company, Inc. 2007 - August 2010
PricewaterhouseCoopers August 2005 - August 2007
Bisys 2003 - 2004
Skills
Valuation, Financial Modeling, Mergers, Mergers & Acquisitions, Structured Finance, Corporate Finance, Leveraged Finance, Divestitures, Bloomberg, Portfolio Management, Private Equity
Education
The Ohio State University Fisher College of Business 2004 — 2005
MAcc, Master of Accounting
The Ohio State University - The Max M. Fisher College of Business 1997 — 2002
Bachelor of Business Administration (B.B.A.), Finance
Wendy Moore, CTE, GTP's BISYS Experience 1998 - 2007
Job Corporate Travel Manager at Zachry Industrial, Inc.
Industry Construction
Experience
Zachry Industrial, Inc. November 2014 - Present
Deutsche Post January 2014 - November 2014
US Foodservice September 2010 - January 2014
AZBTA January 2011 - December 2011
Catholic Healthcare West September 2008 - September 2010
Citi May 2007 - December 2008
BISYS 1998 - 2007
Micro Center 1994 - 1998
Skills
Travel Management, Negotiation, Budgets, Team Building, Process Improvement, Customer Service, Event Management, Event Planning, Strategic Planning, New Business Development, Account Management, Forecasting, Management, Hotels, Time Management, Hospitality, Contract Negotiation, Outlook, Sales Management, Sales, Customer Satisfaction, Purchasing, Marketing, Leadership, Vendor Management, Salesforce.com, Training, Pricing, Operations Management, Marketing Strategy, Sales Operations, Business Planning, Strategy, Trade Shows, B2B
Education
Mount Vernon Nazarene University 2002 — 2004
BBA, Business Management
The Ohio State University 1983 — 1986
Liberal Arts, Sociology
U of VA Darden School of Business-GBTA Academy Manager Level
Zachry Industrial, Inc. November 2014 - Present
Deutsche Post January 2014 - November 2014
US Foodservice September 2010 - January 2014
AZBTA January 2011 - December 2011
Catholic Healthcare West September 2008 - September 2010
Citi May 2007 - December 2008
BISYS 1998 - 2007
Micro Center 1994 - 1998
Skills
Travel Management, Negotiation, Budgets, Team Building, Process Improvement, Customer Service, Event Management, Event Planning, Strategic Planning, New Business Development, Account Management, Forecasting, Management, Hotels, Time Management, Hospitality, Contract Negotiation, Outlook, Sales Management, Sales, Customer Satisfaction, Purchasing, Marketing, Leadership, Vendor Management, Salesforce.com, Training, Pricing, Operations Management, Marketing Strategy, Sales Operations, Business Planning, Strategy, Trade Shows, B2B
Education
Mount Vernon Nazarene University 2002 — 2004
BBA, Business Management
The Ohio State University 1983 — 1986
Liberal Arts, Sociology
U of VA Darden School of Business-GBTA Academy Manager Level
Jim Sheehan Jim Sheehan's BISYS Experience 1997 - 2000
Job CFO at Shorelight Education
Industry Computer Software
Experience
Shorelight Education January 2015 - Present
edX October 2012 - January 2015
Ember Corporation December 2006 - September 2012
Demantra February 2003 - September 2006
Neteos 1998 - 2000
BISYS 1997 - 2000
Network Integrity 1995 - 1997
EMC 1993 - 1995
Epoch Systems 1989 - 1993
Skills
Mergers, Start-ups, Financial Reporting, Venture Capital, Financial Analysis, Finance, Mergers & Acquisitions, Leadership, Management, Financial Audits, Enterprise Software, Revenue Recognition, Managerial Finance, Strategy, Executive Management, SEC filings, SaaS, Strategic Planning, Business Strategy
Education
Saint Bonaventure University 1980 — 1983
BBA, Accounting
Shorelight Education January 2015 - Present
edX October 2012 - January 2015
Ember Corporation December 2006 - September 2012
Demantra February 2003 - September 2006
Neteos 1998 - 2000
BISYS 1997 - 2000
Network Integrity 1995 - 1997
EMC 1993 - 1995
Epoch Systems 1989 - 1993
Skills
Mergers, Start-ups, Financial Reporting, Venture Capital, Financial Analysis, Finance, Mergers & Acquisitions, Leadership, Management, Financial Audits, Enterprise Software, Revenue Recognition, Managerial Finance, Strategy, Executive Management, SEC filings, SaaS, Strategic Planning, Business Strategy
Education
Saint Bonaventure University 1980 — 1983
BBA, Accounting
Tya Anderson Tya Anderson's BISYS Experience September 2004 - May 2005
Job EXPEDITOR at LH4 ASSOCIATES
Industry Government Administration
Experience
LH4 ASSOCIATES May 2005 - Present
BISYS September 2004 - May 2005
Commerce Bank August 2002 - September 2004
Education
Monroe College 1992 — 1994
Businees Administration
Strayer University
BA, Business Adminsitration
LH4 ASSOCIATES May 2005 - Present
BISYS September 2004 - May 2005
Commerce Bank August 2002 - September 2004
Education
Monroe College 1992 — 1994
Businees Administration
Strayer University
BA, Business Adminsitration
Richard Grotto's BISYS Experience 1997 - 1999
Job Relationship Executive at SunGard Relius
Industry Financial Services
Experience
SunGard February 2014 - Present
BNY Mellon September 2007 - 2013
PNC Managed Investments September 2006 - August 2010
PNC Managed Investments (formerly ADVISORport) September 2006 - September 2007
Professional Capital Services September 2002 - September 2006
SEI Investments March 1999 - September 2002
BISYS 1997 - 1999
Radian February 1997 - September 1997
Skills
Product Management, New Business Development, Investments, Business Development, Mutual Funds, Retirement, Team Building, Asset Management, Marketing Strategy, Asset Allocation, Process Improvement, Team Leadership, Relationship Management, Wealth Management, Investment Advisory, Cross-functional Team..., ETFs, Competitive Analysis, Business Planning, C-Level Sales, Consultative Selling, Client Services, Account Management, Strategic Planning, Strategic Sales Plans, Key Account Development, Key Account Management, Cold Calling, Sales Management, Product Development, Client Service, Strategy Development, Proposal Generation, Customer Service, Client Issue Resolution, Business Analysis, Product Marketing, Managed Accounts, Contract Negotiation, Sales Support, Business Strategy, Public Speaking, Budgeting, Problem Solving, Vendor Management, Mentoring, Market Research, Public Relations, Marketing Communications, RFP Generation
Education
University of Phoenix 2000 — 2002
MBA, Technology Management
Philadelphia University 1992 — 1997
BS, Applied Mathematics
SunGard February 2014 - Present
BNY Mellon September 2007 - 2013
PNC Managed Investments September 2006 - August 2010
PNC Managed Investments (formerly ADVISORport) September 2006 - September 2007
Professional Capital Services September 2002 - September 2006
SEI Investments March 1999 - September 2002
BISYS 1997 - 1999
Radian February 1997 - September 1997
Skills
Product Management, New Business Development, Investments, Business Development, Mutual Funds, Retirement, Team Building, Asset Management, Marketing Strategy, Asset Allocation, Process Improvement, Team Leadership, Relationship Management, Wealth Management, Investment Advisory, Cross-functional Team..., ETFs, Competitive Analysis, Business Planning, C-Level Sales, Consultative Selling, Client Services, Account Management, Strategic Planning, Strategic Sales Plans, Key Account Development, Key Account Management, Cold Calling, Sales Management, Product Development, Client Service, Strategy Development, Proposal Generation, Customer Service, Client Issue Resolution, Business Analysis, Product Marketing, Managed Accounts, Contract Negotiation, Sales Support, Business Strategy, Public Speaking, Budgeting, Problem Solving, Vendor Management, Mentoring, Market Research, Public Relations, Marketing Communications, RFP Generation
Education
University of Phoenix 2000 — 2002
MBA, Technology Management
Philadelphia University 1992 — 1997
BS, Applied Mathematics
Joe Highduch, MBA Joe Highduch, MBA's BISYS Experience June 1999 - October 2000
Job Account Manager at Global Employment Solutions jhighduch@gesnetwork.com
Industry Staffing and Recruiting
Experience
Global Employment Solutions April 2013 - Present
Parsons Brinckerhoff January 2013 - April 2013
Staffing Plus June 2011 - November 2012
Sears Holdings Corporation August 2009 - June 2011
Delta-T Group August 2007 - June 2009
Reliaquote Insurance Services December 2006 - July 2007
H&R Block October 2000 - December 2006
BISYS June 1999 - October 2000
H&R Block December 1999 - April 2000
Skills
Tax Returns, Training Delivery, Tax Preparation, Training & Development, Temporary Staffing, Insurance, Term Life Insurance, Health Insurance, Notary Public, Public Speaking, Sales Management, Account Management, Solution Selling, Business Analysis, Retail Management, District Management, P&L Management, Multi-Site Operations, Customer Service, Customer Relations, Call Center, Sales Recruitment, B2B, Sales Operations, Sales Presentations, Sales Process, Cold Calling, Lead Generation, Team Leadership, Leadership, Cross-functional Team..., Business Development, Recruiting, Contract Recruitment, Employee Training, Applicant Tracking..., Temporary Placement, P&L Responsibility, Training, Store Management, Sales, Onboarding, Human Resources, Performance Management, Staffing Services, Call Centers, Management, College Recruiting, Interviews, Hiring
Education
Strayer University 2004 — 2009
MBA, Management
Shippensburg University of Pennsylvania 1995 — 1999
BSBA, Human Resource Management
Bellwood-Antis High School 1990 — 1994
Global Employment Solutions April 2013 - Present
Parsons Brinckerhoff January 2013 - April 2013
Staffing Plus June 2011 - November 2012
Sears Holdings Corporation August 2009 - June 2011
Delta-T Group August 2007 - June 2009
Reliaquote Insurance Services December 2006 - July 2007
H&R Block October 2000 - December 2006
BISYS June 1999 - October 2000
H&R Block December 1999 - April 2000
Skills
Tax Returns, Training Delivery, Tax Preparation, Training & Development, Temporary Staffing, Insurance, Term Life Insurance, Health Insurance, Notary Public, Public Speaking, Sales Management, Account Management, Solution Selling, Business Analysis, Retail Management, District Management, P&L Management, Multi-Site Operations, Customer Service, Customer Relations, Call Center, Sales Recruitment, B2B, Sales Operations, Sales Presentations, Sales Process, Cold Calling, Lead Generation, Team Leadership, Leadership, Cross-functional Team..., Business Development, Recruiting, Contract Recruitment, Employee Training, Applicant Tracking..., Temporary Placement, P&L Responsibility, Training, Store Management, Sales, Onboarding, Human Resources, Performance Management, Staffing Services, Call Centers, Management, College Recruiting, Interviews, Hiring
Education
Strayer University 2004 — 2009
MBA, Management
Shippensburg University of Pennsylvania 1995 — 1999
BSBA, Human Resource Management
Bellwood-Antis High School 1990 — 1994
David Zorzy's BISYS Experience January 2005 - July 2006
Job Enterprise Account Executive at SAP Americas, Inc.
Industry Information Technology and Services
Experience
DocuSign, Inc. November 2012 - April 2014
Dell Services October 2009 - May 2012
EMC July 2008 - October 2009
Insight, Inc. August 2007 - July 2008
Open Text July 2006 - July 2007
BISYS January 2005 - July 2006
IBM January 2000 - October 2004
IBM Global Services February 1998 - January 2000
Skills
SaaS, Cloud Computing, Business Process..., Outsourced Solutions, Enterprise Software, Healthcare Information..., Solution Selling, Application Outsourcing, Business Continuity, Disaster Recovery, Information Management, Contract Management, Document Management, Records Management, Business Intelligence, Virtualization, Application Consulting, Financial Selling, Training, Mentoring, Contract Negotiation, Finance, Outsourcing, Strategic Planning, Integration, Selling, Data Center, Management, CRM
Education
Miami University 1993 — 1997
Bachelor of Science (BS), Finance / MIS
Carmel High
DocuSign, Inc. November 2012 - April 2014
Dell Services October 2009 - May 2012
EMC July 2008 - October 2009
Insight, Inc. August 2007 - July 2008
Open Text July 2006 - July 2007
BISYS January 2005 - July 2006
IBM January 2000 - October 2004
IBM Global Services February 1998 - January 2000
Skills
SaaS, Cloud Computing, Business Process..., Outsourced Solutions, Enterprise Software, Healthcare Information..., Solution Selling, Application Outsourcing, Business Continuity, Disaster Recovery, Information Management, Contract Management, Document Management, Records Management, Business Intelligence, Virtualization, Application Consulting, Financial Selling, Training, Mentoring, Contract Negotiation, Finance, Outsourcing, Strategic Planning, Integration, Selling, Data Center, Management, CRM
Education
Miami University 1993 — 1997
Bachelor of Science (BS), Finance / MIS
Carmel High
Brad Moen's BISYS Experience October 2000 - July 2001
Job Manager, Strategic Pricing at Wolters Kluwer Financial Services (brad.moen@wolterskluwer.com)
Industry Financial Services
Experience
Wolters Kluwer Financial Services March 2003 - Present
Bankers Systems July 2001 - March 2003
Bisys October 2000 - July 2001
NAVTEQ September 1997 - November 2000
Skills
Competitive Intelligence, Contract Negotiation, Process Improvement, Business Analysis, Cross-functional Team..., Six Sigma, Strategic Planning, Quality Assurance, SDLC, Team Leadership, Analysis, Salesforce.com, Team Building, Product Development, Vendor Management, Data Analysis, SAP, Agile Methodologies, Segmentation, Competitive Analysis, Management, Market Research, Product Management, Forecasting, Pricing, Software Project..., Business Process, SaaS, B2B, Sales, CRM, Strategic Partnerships, Financial Services, Project Management, Leadership, Business Development, Strategy, Sales Process, Enterprise Software, Finance, Product Marketing
Education
University of Mary 2006 — 2007
Masters, Business Administration
University of Mary 1999 — 2001
Masters, Management
Minnesota State University, Moorhead 1989 — 1994
Bachelors, Finance
Wolters Kluwer Financial Services March 2003 - Present
Bankers Systems July 2001 - March 2003
Bisys October 2000 - July 2001
NAVTEQ September 1997 - November 2000
Skills
Competitive Intelligence, Contract Negotiation, Process Improvement, Business Analysis, Cross-functional Team..., Six Sigma, Strategic Planning, Quality Assurance, SDLC, Team Leadership, Analysis, Salesforce.com, Team Building, Product Development, Vendor Management, Data Analysis, SAP, Agile Methodologies, Segmentation, Competitive Analysis, Management, Market Research, Product Management, Forecasting, Pricing, Software Project..., Business Process, SaaS, B2B, Sales, CRM, Strategic Partnerships, Financial Services, Project Management, Leadership, Business Development, Strategy, Sales Process, Enterprise Software, Finance, Product Marketing
Education
University of Mary 2006 — 2007
Masters, Business Administration
University of Mary 1999 — 2001
Masters, Management
Minnesota State University, Moorhead 1989 — 1994
Bachelors, Finance
Paul Nafziger's BISYS Experience January 2001 - January 2002
Job Consultant/Financial Vertical
Industry Information Technology and Services
Experience
MORNINGSTAR, INC July 2010 - August 2011
INTERACTIVE DATA CORP February 2007 - November 2009
TELERATE/REUTERS January 2002 - January 2006
BISYS January 2001 - January 2002
Kaplan Professional January 1999 - January 2000
DOW JONES / TELERATE January 1991 - January 1999
Skills
Contract Negotiations, Contract Negotiation, Competitive Analysis, Sales Operations, Sales, Direct Sales, Strategy, Forecasting, Lead Generation, Sales Management, Negotiation, Pricing, Management, Leadership, Business Development, Strategic Planning, Strategic Partnerships, CRM, Account Management, Salesforce.com
Education
Quincy University 1977 — 1981
BS, Marketing and Business Management
MORNINGSTAR, INC July 2010 - August 2011
INTERACTIVE DATA CORP February 2007 - November 2009
TELERATE/REUTERS January 2002 - January 2006
BISYS January 2001 - January 2002
Kaplan Professional January 1999 - January 2000
DOW JONES / TELERATE January 1991 - January 1999
Skills
Contract Negotiations, Contract Negotiation, Competitive Analysis, Sales Operations, Sales, Direct Sales, Strategy, Forecasting, Lead Generation, Sales Management, Negotiation, Pricing, Management, Leadership, Business Development, Strategic Planning, Strategic Partnerships, CRM, Account Management, Salesforce.com
Education
Quincy University 1977 — 1981
BS, Marketing and Business Management
Caroline L. Harris-Clark's BISYS Experience 2000 - 2003
Job
Industry Information Technology and Services
Experience
Fiserv January 2010 - March 2013
Open Solutions 2006 - 2009
Open Solutions 2003 - 2006
BISYS 2000 - 2003
PNC Financial Services Group 1998 - 2000
PNC Financial Services Group 1995 - 1998
Skills
Retail Banking, Team Leadership, Integration, Acquisition Integration, Vendor Management, Core Banking..., CRM, Process Improvement, Employee Training, Relationship Management, Change Management, Project Management, Team Building, Banking, Leadership, Management, Business Process, Cross-functional Team..., Operations Management, Mergers & Acquisitions, Business Analysis, Recruiting, Training
Education
Widener University 1995 — 1998
Master's Degree
Temple University - Fox School of Business and Management 1981 — 1985
Bachelor's Degree
Fiserv January 2010 - March 2013
Open Solutions 2006 - 2009
Open Solutions 2003 - 2006
BISYS 2000 - 2003
PNC Financial Services Group 1998 - 2000
PNC Financial Services Group 1995 - 1998
Skills
Retail Banking, Team Leadership, Integration, Acquisition Integration, Vendor Management, Core Banking..., CRM, Process Improvement, Employee Training, Relationship Management, Change Management, Project Management, Team Building, Banking, Leadership, Management, Business Process, Cross-functional Team..., Operations Management, Mergers & Acquisitions, Business Analysis, Recruiting, Training
Education
Widener University 1995 — 1998
Master's Degree
Temple University - Fox School of Business and Management 1981 — 1985
Bachelor's Degree
Steve Ryan's BISYS Experience 1998 - 2005
Job Senior Vice President Sales at Akcelerant
Industry Information Technology and Services
Experience
Akcelerant April 2014 - Present
Savana, Inc. April 2013 - April 2014
FIS 2008 - December 2012
Metavante 2005 - 2008
BISYS 1998 - 2005
SunGard Financial Systems 1995 - 1998
Skills
Financial Services, Banking, Payments, Strategic Planning, Vendor Management, Executive Management, Risk Management, Product Management, Business Strategy, Account Management, Strategic Partnerships, Electronic Payments, Team Building, Business Development, Leadership, Sales, Outsourcing, Management, Strategy, Sales Management, Sales Process, CRM, Business Process..., Marketing Strategy, Solution Selling, Mobile Devices, Call Centers, Consulting, SaaS, Marketing, Enterprise Software, Business Analysis, Business Intelligence, Professional Services, Salesforce.com, Start-ups
Education
Lafayette College
BA, Economics and Business Admin.
Temple University - Fox School of Business and Management
completed graduate level courses in marketing and management
Akcelerant April 2014 - Present
Savana, Inc. April 2013 - April 2014
FIS 2008 - December 2012
Metavante 2005 - 2008
BISYS 1998 - 2005
SunGard Financial Systems 1995 - 1998
Skills
Financial Services, Banking, Payments, Strategic Planning, Vendor Management, Executive Management, Risk Management, Product Management, Business Strategy, Account Management, Strategic Partnerships, Electronic Payments, Team Building, Business Development, Leadership, Sales, Outsourcing, Management, Strategy, Sales Management, Sales Process, CRM, Business Process..., Marketing Strategy, Solution Selling, Mobile Devices, Call Centers, Consulting, SaaS, Marketing, Enterprise Software, Business Analysis, Business Intelligence, Professional Services, Salesforce.com, Start-ups
Education
Lafayette College
BA, Economics and Business Admin.
Temple University - Fox School of Business and Management
completed graduate level courses in marketing and management
Peter Bessen's BISYS Experience 1998 - 2000
Job President, Owner May 8 Software
Industry Computer Software
Experience
May 8 Software March 2010 - Present
Community Focus/Enfoque Comunal 1981 - 2012
AIG 2007 - March 2010
ALICO 2007 - March 2010
Direct Group North America 2005 - March 2007
Radian Group 2003 - 2005
Slingshot Solutions 2001 - 2002
BISYS 1998 - 2000
TV Guide 1994 - 1997
Bestinfo 1987 - 1993
Skills
IT Strategy, SOA, Enterprise Architecture, Agile Methodologies, SDLC, Design Patterns, Java Enterprise Edition, Websphere, Software Project..., Spring, Requirements Analysis, Web Services, ESB, Scrum, Application Architecture
Education
Swarthmore College 1980 — 1984
BA, Sociology/Philosophy
Swarthmore College 1980 — 1984
BA, Sociology / Philosophy
May 8 Software March 2010 - Present
Community Focus/Enfoque Comunal 1981 - 2012
AIG 2007 - March 2010
ALICO 2007 - March 2010
Direct Group North America 2005 - March 2007
Radian Group 2003 - 2005
Slingshot Solutions 2001 - 2002
BISYS 1998 - 2000
TV Guide 1994 - 1997
Bestinfo 1987 - 1993
Skills
IT Strategy, SOA, Enterprise Architecture, Agile Methodologies, SDLC, Design Patterns, Java Enterprise Edition, Websphere, Software Project..., Spring, Requirements Analysis, Web Services, ESB, Scrum, Application Architecture
Education
Swarthmore College 1980 — 1984
BA, Sociology/Philosophy
Swarthmore College 1980 — 1984
BA, Sociology / Philosophy
Ray Waters's BISYS Experience AVPCiti Fund Services
Job SupervisorTechnical Support at Bisys
Industry Financial Services
Experience
Bisys AVPCiti Fund Services
Netwave 1999 - 2000
Skills
Business Analysis, Mutual Funds, Vendor Management, Data Center, SDLC, Software Documentation, Requirements Gathering, Financial Services
Education
Ohio University-Lancaster 1990 — 1994
Bisys AVPCiti Fund Services
Netwave 1999 - 2000
Skills
Business Analysis, Mutual Funds, Vendor Management, Data Center, SDLC, Software Documentation, Requirements Gathering, Financial Services
Education
Ohio University-Lancaster 1990 — 1994
Amy Reed, MLHR, SPHR, SHRM-SCP's BISYS Experience April 2005 - September 2006
Job Human Resources Manager at Avnet
Industry Human Resources
Experience
Avnet November 2012 - Present
Cariflex LLC March 2010 - November 2012
Jewish Family Service January 2010 - March 2010
Sanimax November 2007 - June 2008
Weltman, Weinberg, & Reis LPA September 2006 - November 2007
BISYS April 2005 - September 2006
Grange Insurance 2002 - 2005
Skills
Succession Planning, Human Resources, Employee Relations, Talent Management, HR Project Management, Performance Management, Management, Workers Compensation, Leadership Development, Personnel Management, Policy, Resume Writing, Employee Benefits, Interviews, Workshop Facilitation, Deferred Compensation, Leadership, Workforce Planning, Career Counseling, HRIS, Benefits Administration, Recruiting, Benefits Negotiation, Coaching, Onboarding, Staff Development, Talent Acquisition, Career Development
Education
The Ohio State University - The Max M. Fisher College of Business 2004 — 2007
MLHR
Western Michigan University - Haworth College of Business 1992 — 1996
Bachelor of Business Administration, Management - HR & Finance
Avnet November 2012 - Present
Cariflex LLC March 2010 - November 2012
Jewish Family Service January 2010 - March 2010
Sanimax November 2007 - June 2008
Weltman, Weinberg, & Reis LPA September 2006 - November 2007
BISYS April 2005 - September 2006
Grange Insurance 2002 - 2005
Skills
Succession Planning, Human Resources, Employee Relations, Talent Management, HR Project Management, Performance Management, Management, Workers Compensation, Leadership Development, Personnel Management, Policy, Resume Writing, Employee Benefits, Interviews, Workshop Facilitation, Deferred Compensation, Leadership, Workforce Planning, Career Counseling, HRIS, Benefits Administration, Recruiting, Benefits Negotiation, Coaching, Onboarding, Staff Development, Talent Acquisition, Career Development
Education
The Ohio State University - The Max M. Fisher College of Business 2004 — 2007
MLHR
Western Michigan University - Haworth College of Business 1992 — 1996
Bachelor of Business Administration, Management - HR & Finance
Scott Sabin's BISYS Experience 2000 - 2004
Job Fixed Income Analyst JPMorgan Asset Management
Industry Financial Services
Julio Bello's BISYS Experience 2006 - 2009
Job Senior C# / ASP.NET Developer at QuestaWeb, Inc.
Industry Information Technology and Services
Experience
QuestaWeb, Inc. November 2014 - Present
D2 Creative July 2014 - October 2014
Verisk Analytics September 2013 - May 2014
Citi June 2006 - August 2013
BISYS 2006 - 2009
Skills
Trading Systems, Market Data, Business Analysis, Microsoft SQL Server, Sybase, SDLC, T-SQL, SQL, Business Intelligence, Requirements Analysis, Project Management, C#, Software Project..., Software Development, Oracle, Integration, Vendor Management, ASP.NET
Education
Stevens Institute of Technology 1980 — 1984
Bachelor of Engineering (B.Eng.), Electrical Engineering and Computer Science (EE/CS)
QuestaWeb, Inc. November 2014 - Present
D2 Creative July 2014 - October 2014
Verisk Analytics September 2013 - May 2014
Citi June 2006 - August 2013
BISYS 2006 - 2009
Skills
Trading Systems, Market Data, Business Analysis, Microsoft SQL Server, Sybase, SDLC, T-SQL, SQL, Business Intelligence, Requirements Analysis, Project Management, C#, Software Project..., Software Development, Oracle, Integration, Vendor Management, ASP.NET
Education
Stevens Institute of Technology 1980 — 1984
Bachelor of Engineering (B.Eng.), Electrical Engineering and Computer Science (EE/CS)
Elba Vasquez's BISYS Experience 1996 - 2003
Job Senior Vice President at HSBC Global Asset Management (USA) Inc.
Industry Financial Services
Experience
HSBC Global Asset Management (USA) Inc. June 2003 - Present
Citi Fund Services Ohio, Inc. May 1996 - April 2003
BISYS 1996 - 2003
Funds Distributor Inc 1996 - 2001
US Trust March 1990 - May 1996
U.S. Trust Company of NY 1990 - 1996
Skills
Financial Services, Mutual Funds, Portfolio Management, Wealth Management, Asset Management, Relationship Management, Investments, Asset Managment, Product Management, Securities, Banking, Investment Strategies, Risk Management, Marketing Communications, Series 7, Equities, Capital Markets, Fixed Income, Series 63
Education
Pace University 1990 — 1998
HSBC Global Asset Management (USA) Inc. June 2003 - Present
Citi Fund Services Ohio, Inc. May 1996 - April 2003
BISYS 1996 - 2003
Funds Distributor Inc 1996 - 2001
US Trust March 1990 - May 1996
U.S. Trust Company of NY 1990 - 1996
Skills
Financial Services, Mutual Funds, Portfolio Management, Wealth Management, Asset Management, Relationship Management, Investments, Asset Managment, Product Management, Securities, Banking, Investment Strategies, Risk Management, Marketing Communications, Series 7, Equities, Capital Markets, Fixed Income, Series 63
Education
Pace University 1990 — 1998
Eric Barish's BISYS Experience Director of TelecommunicationsAscensus
Job Director of Telecommunications at Bisys
Industry Financial Services
Experience
Bisys Director of TelecommunicationsAscensus
Education
Temple University 1987 — 1991
Bisys Director of TelecommunicationsAscensus
Education
Temple University 1987 — 1991
Dan Vitina's BISYS Experience May 2003 - November 2003
Job VP, Finance Manager at JP Morgan Chase
Industry Banking
Experience
JPMorgan Chase July 2012 - Present
JP Morgan Chase February 2010 - July 2012
JPMorgan Chase July 2005 - February 2010
BISYS May 2003 - November 2003
Skills
Finance, Accounting, SAP, Essbase, Financial Analysis, Financial Reporting, Forecasting, Access, Microsoft Excel, Business Objects, Leadership, Management, Process Improvement, Account Reconciliation, Financial Modeling
Education
The Ohio State University - The Max M. Fisher College of Business 2006 — 2008
MBA, Finance, General
The Ohio State University 1998 — 2003
Business Administration, Finance & MIS
JPMorgan Chase July 2012 - Present
JP Morgan Chase February 2010 - July 2012
JPMorgan Chase July 2005 - February 2010
BISYS May 2003 - November 2003
Skills
Finance, Accounting, SAP, Essbase, Financial Analysis, Financial Reporting, Forecasting, Access, Microsoft Excel, Business Objects, Leadership, Management, Process Improvement, Account Reconciliation, Financial Modeling
Education
The Ohio State University - The Max M. Fisher College of Business 2006 — 2008
MBA, Finance, General
The Ohio State University 1998 — 2003
Business Administration, Finance & MIS
Lori Vanderpool's BISYS Experience 2004 - January 2007
Job Ops Support Analyst at Citi
Industry Financial Services
LeVernon Wall's BISYS Experience 2006 - 2014
Job Private Equity Associate at Citi
Industry Financial Services
Experience
Citigroup, Inc November 2014 - Present
Bisys 2006 - 2014
Citi Group 2000 - 2006
Education
Ohio Dominican University 2007 — 2008
MBA
Wilberforce University 2002 — 2004
Citigroup, Inc November 2014 - Present
Bisys 2006 - 2014
Citi Group 2000 - 2006
Education
Ohio Dominican University 2007 — 2008
MBA
Wilberforce University 2002 — 2004
Emerald Hunt's BISYS Experience 2003 - 2005
Job Fund Accountant II at Fortis Prime Fund Solutions (Cayman) Limited
Industry Accounting
Experience
Fortis Prime Fund Solutions (Cayman) Limited August 2009 - Present
Lazard Asset Management December 2005 - January 2009
Bisys 2003 - 2005
Education
Montclair State University 1999 — 2006
Fortis Prime Fund Solutions (Cayman) Limited August 2009 - Present
Lazard Asset Management December 2005 - January 2009
Bisys 2003 - 2005
Education
Montclair State University 1999 — 2006
John Ajemian's BISYS Experience 2003 - 2005
Job Director, Life Cycle Management & Operations, Global Development Informatics, BristolMyers Squibb
Industry Pharmaceuticals
Experience
Bristol-Myers Squibb December 2010 - Present
Bristol-Myers Squibb July 2007 - December 2010
Open Solutions 2005 - July 2007
BISYS 2003 - 2005
Broadway Sound 1998 - 2003
Bristol-Myers Squibb 1996 - 1998
Andersen Consulting 1990 - 1997
Education
Stanford University 1984 — 1989
Bristol-Myers Squibb December 2010 - Present
Bristol-Myers Squibb July 2007 - December 2010
Open Solutions 2005 - July 2007
BISYS 2003 - 2005
Broadway Sound 1998 - 2003
Bristol-Myers Squibb 1996 - 1998
Andersen Consulting 1990 - 1997
Education
Stanford University 1984 — 1989
Nikki Berger's BISYS Experience 2003 - 2005
Job IT Manager at Duke Energy Corporation
Industry Utilities
Experience
Duke Energy Corporation 2013 - Present
Duke Energy Corporation February 2013 - August 2014
Ernst & Young June 2005 - February 2013
BISYS 2003 - 2005
IBM Global Services 1999 - 2001
Skills
Sarbanes-Oxley Act, IT Audit, Internal Audit, Risk Management, Auditing, CISA, Internal Controls, Information Technology, Information Security, Security, Process Improvement, Business Process..., Sarbanes-Oxley, Business Continuity, Risk Assessment, Financial Reporting, Disaster Recovery
Education
Ohio University 1994 — 1999
Bachelor of Business Administration (BBA), Management Information Systems, General
Duke Energy Corporation 2013 - Present
Duke Energy Corporation February 2013 - August 2014
Ernst & Young June 2005 - February 2013
BISYS 2003 - 2005
IBM Global Services 1999 - 2001
Skills
Sarbanes-Oxley Act, IT Audit, Internal Audit, Risk Management, Auditing, CISA, Internal Controls, Information Technology, Information Security, Security, Process Improvement, Business Process..., Sarbanes-Oxley, Business Continuity, Risk Assessment, Financial Reporting, Disaster Recovery
Education
Ohio University 1994 — 1999
Bachelor of Business Administration (BBA), Management Information Systems, General
Sara (Sauer) Lease's BISYS Experience June 2006 - August 2006
Job Manager Budget Analysis
Industry Higher Education
Experience
Northwestern University December 2010 - Present
Aon March 2009 - November 2010
Aon July 2007 - March 2009
BISYS June 2006 - August 2006
Skills
Financial Analysis, Financial Modeling, Financial Accounting, Financial Reporting, Microsoft Office, Analysis, Budgets
Education
Miami University 2003 — 2007
Bachelor of Science, Finance
Northwestern University December 2010 - Present
Aon March 2009 - November 2010
Aon July 2007 - March 2009
BISYS June 2006 - August 2006
Skills
Financial Analysis, Financial Modeling, Financial Accounting, Financial Reporting, Microsoft Office, Analysis, Budgets
Education
Miami University 2003 — 2007
Bachelor of Science, Finance
Maurice Twomey, FCA, CPA's BISYS Experience 1999 - 2007
Job Global Alternative Investments Operations Business Management at Citi
Industry Financial Services
Experience
Citi June 2014 - Present
Citi September 1999 - Present
Citi 2007 - August 2010
BISYS 1999 - 2007
Power & Hunter, Chartered Accountants & Registered Auditors September 1995 - September 1999
Skills
Internal Controls, Mergers, Corporate Finance, Forecasting, Strategic Planning, Controllership Functions, CPA, Qualified Chartered..., International..., Performance Metrics, Cross Functional Team..., Strategic Leadership, Operational Strategy, Operational Control, Financial Services, SEC Financial Reporting, Mergers & Acquisitions, Accounting, Auditing, Financial Analysis, Financial Reporting, Finance, Financial Modeling, Managerial Finance, Financial Accounting, Budgets, Financial Risk, Management, Leadership, Mutual Funds, Acquisition Integration, Strategic Financial..., Cash Management, Sarbanes-Oxley Act, Due Diligence, Risk Management, Alternative Investments, Process Improvement
Education
NASBA 2006 — 2007
CPA exam, Accounting
Centre for Accounting Studies 2004 — 2005
Diploma in IFRS, Accounting
National College of Ireland 1994 — 1998
Bachelors, Accounting
Citi June 2014 - Present
Citi September 1999 - Present
Citi 2007 - August 2010
BISYS 1999 - 2007
Power & Hunter, Chartered Accountants & Registered Auditors September 1995 - September 1999
Skills
Internal Controls, Mergers, Corporate Finance, Forecasting, Strategic Planning, Controllership Functions, CPA, Qualified Chartered..., International..., Performance Metrics, Cross Functional Team..., Strategic Leadership, Operational Strategy, Operational Control, Financial Services, SEC Financial Reporting, Mergers & Acquisitions, Accounting, Auditing, Financial Analysis, Financial Reporting, Finance, Financial Modeling, Managerial Finance, Financial Accounting, Budgets, Financial Risk, Management, Leadership, Mutual Funds, Acquisition Integration, Strategic Financial..., Cash Management, Sarbanes-Oxley Act, Due Diligence, Risk Management, Alternative Investments, Process Improvement
Education
NASBA 2006 — 2007
CPA exam, Accounting
Centre for Accounting Studies 2004 — 2005
Diploma in IFRS, Accounting
National College of Ireland 1994 — 1998
Bachelors, Accounting
Jamie Nicholls's BISYS Experience February 2005 - January 2006
Job IT Contractor Application Developer and Project Manager
Industry Financial Services
Experience
Citi January 2014 - Present
Alphametrix360 LLC June 2007 - November 2013
CheckFree Investment Services 2007 - 2013
Meeder Financial January 2006 - June 2007
BISYS February 2005 - January 2006
Skills
Mutual Funds, Investments, Project Management, Portfolio Management, Accounting, Account Reconciliation, Trading, Valuation, Hedge Funds, Training, Securities, Auditing, Banking, Equities, Fixed Income, Alternative Investments, Derivatives
Education
The Ohio State University 1998 — 2004
BS
Citi January 2014 - Present
Alphametrix360 LLC June 2007 - November 2013
CheckFree Investment Services 2007 - 2013
Meeder Financial January 2006 - June 2007
BISYS February 2005 - January 2006
Skills
Mutual Funds, Investments, Project Management, Portfolio Management, Accounting, Account Reconciliation, Trading, Valuation, Hedge Funds, Training, Securities, Auditing, Banking, Equities, Fixed Income, Alternative Investments, Derivatives
Education
The Ohio State University 1998 — 2004
BS
Sandy Bricker's BISYS Experience 2002 - 2004
Job SQL/Reports Developer at BMW Financial Services
Industry Information Technology and Services
Experience
Information Control Corporation (ICC) 2006 - Present
BMW Financial Services October 2014 - Present
L Brands April 2014 - September 2014
Abbott Nutrition July 2011 - March 2014
Ohio Department of Youth Services July 2008 - June 2011
Wendys International July 2007 - April 2008
Robert Half, Inc. 2005 - 2006
BISYS 2002 - 2004
IBM March 1998 - January 2000
HealthCare Research Systems March 1995 - March 1998
Education
The Ohio State University 1987 — 1993
Northside Christian School
Information Control Corporation (ICC) 2006 - Present
BMW Financial Services October 2014 - Present
L Brands April 2014 - September 2014
Abbott Nutrition July 2011 - March 2014
Ohio Department of Youth Services July 2008 - June 2011
Wendys International July 2007 - April 2008
Robert Half, Inc. 2005 - 2006
BISYS 2002 - 2004
IBM March 1998 - January 2000
HealthCare Research Systems March 1995 - March 1998
Education
The Ohio State University 1987 — 1993
Northside Christian School
Linda Zeigler's BISYS Experience February 1983 - March 2006
Job Strategic Account Manager at FIS
Industry Financial Services
Experience
FIS May 2011 - Present
Fiserv January 2007 - May 2011
Open Solutions March 2006 - December 2006
BISYS February 1983 - March 2006
Education
Moraine Valley Community College 1970 — 1973
Finance and Banking
FIS May 2011 - Present
Fiserv January 2007 - May 2011
Open Solutions March 2006 - December 2006
BISYS February 1983 - March 2006
Education
Moraine Valley Community College 1970 — 1973
Finance and Banking
Jenny Wong, CPA's BISYS Experience May 2006 - January 2007
Job Senior Accountant at Pisces, Inc.
Industry Accounting
Experience
Pisces, Inc. March 2015 - Present
Izabal, Bernaciak & Company January 2007 - March 2015
BISYS May 2006 - January 2007
Education
San Francisco State University 2002 — 2005
BS, Accounting
Pisces, Inc. March 2015 - Present
Izabal, Bernaciak & Company January 2007 - March 2015
BISYS May 2006 - January 2007
Education
San Francisco State University 2002 — 2005
BS, Accounting
Javier Takimoto's BISYS Experience August 2001 - July 2006
Job Software Engineer at HewlettPackard
Industry Computer Hardware
Experience
Hewlett-Packard July 2006 - Present
Open Solutions September 2001 - July 2006
BISYS August 2001 - July 2006
NSK Corporation October 1995 - August 2001
Skills
Requirements Analysis, Business Intelligence, Databases, Cloud Computing, SQL, Microsoft Office, Software Development, SDLC, Debugging, Testing
Education
Rice University 1990 — 1995
BA, BSEE, MEE, Electrical Engineering, Economics
Tecnológico de Monterrey 1989 — 1990
IEC
Tecnológico de Monterrey 1989 — 1990
Electrical Engineering
Hewlett-Packard July 2006 - Present
Open Solutions September 2001 - July 2006
BISYS August 2001 - July 2006
NSK Corporation October 1995 - August 2001
Skills
Requirements Analysis, Business Intelligence, Databases, Cloud Computing, SQL, Microsoft Office, Software Development, SDLC, Debugging, Testing
Education
Rice University 1990 — 1995
BA, BSEE, MEE, Electrical Engineering, Economics
Tecnológico de Monterrey 1989 — 1990
IEC
Tecnológico de Monterrey 1989 — 1990
Electrical Engineering
Charmaine Gray's BISYS Experience April 2000 - January 2005
Job Senior Software Engineer at Fiserv
Industry Information Technology and Services
Experience
Fiserv August 2010 - Present
Indecon Solutions August 2008 - May 2010
CheckFree (now part of Fiserv) January 2005 - March 2008
BISYS April 2000 - January 2005
The Huntington National Bank November 1995 - April 2000
Skills
Microsoft SQL Server, Visual Basic, Cognos, SSRS, Informatica, Java, Actuate Report, Crystal, SQL, Unix, ETL, Access, Database Design, Business Intelligence, System Administration, Wizard, Visio, PL/SQL, Business Requirements, Requirements Analysis, Asking Questions, Oracle, DB2, Business Analysis, SDLC, Data Analysis, Data Modeling, Crystal Reports, Data Migration, Data Warehousing, Requirements Gathering, Business Objects, Business Process, T-SQL, Project Management, Databases, Systems Analysis, SharePoint
Education
Ohio University 1988 — 1992
Bachelor of Science (B.S.)
Bethel High School 1984 — 1988
Diploma
Fiserv August 2010 - Present
Indecon Solutions August 2008 - May 2010
CheckFree (now part of Fiserv) January 2005 - March 2008
BISYS April 2000 - January 2005
The Huntington National Bank November 1995 - April 2000
Skills
Microsoft SQL Server, Visual Basic, Cognos, SSRS, Informatica, Java, Actuate Report, Crystal, SQL, Unix, ETL, Access, Database Design, Business Intelligence, System Administration, Wizard, Visio, PL/SQL, Business Requirements, Requirements Analysis, Asking Questions, Oracle, DB2, Business Analysis, SDLC, Data Analysis, Data Modeling, Crystal Reports, Data Migration, Data Warehousing, Requirements Gathering, Business Objects, Business Process, T-SQL, Project Management, Databases, Systems Analysis, SharePoint
Education
Ohio University 1988 — 1992
Bachelor of Science (B.S.)
Bethel High School 1984 — 1988
Diploma
Lowe, Christine's BISYS Experience 1998 - 2001
Job Corporate Paralegal at Grange Insurance
Industry Insurance
Experience
Grange Mutual Casualty Companies 2001 - Present
BISYS 1998 - 2001
Education
Mississippi University for Women 1988 — 1988
BA, Paralegal Studies
Youngstown State University 1982 — 1986
BA, Social Sciences, Speech & Communication
Grange Mutual Casualty Companies 2001 - Present
BISYS 1998 - 2001
Education
Mississippi University for Women 1988 — 1988
BA, Paralegal Studies
Youngstown State University 1982 — 1986
BA, Social Sciences, Speech & Communication
Mick Grunewald's BISYS Experience 1994 - 2008
Job Business Development Director at Ultimus Fund Solutions, LLC
Industry Financial Services
Experience
Ultimus Fund Solutions, LLC July 2014 - Present
Citi Fund Services (formerly BISYS Fund Services) 2005 - April 2014
Citi March 1993 - April 2014
BISYS 1994 - 2008
BISYS Fund Services 1993 - 2007
Bisys Fund Services/ The Winsbury Group 1994 - 2006
The BISYS Group Inc. 1996 - 2005
Skills
Financial Services, Relationship Management, Mutual Funds, Hedge Funds, Investments, Executive Management, Alternative Investments, Banking, Asset Managment, Fixed Income
Education
Ohio University 1988 — 1991
Bachelor of Business Administration (BBA), Finance
Fisher Catholic 1984 — 1988
Ultimus Fund Solutions, LLC July 2014 - Present
Citi Fund Services (formerly BISYS Fund Services) 2005 - April 2014
Citi March 1993 - April 2014
BISYS 1994 - 2008
BISYS Fund Services 1993 - 2007
Bisys Fund Services/ The Winsbury Group 1994 - 2006
The BISYS Group Inc. 1996 - 2005
Skills
Financial Services, Relationship Management, Mutual Funds, Hedge Funds, Investments, Executive Management, Alternative Investments, Banking, Asset Managment, Fixed Income
Education
Ohio University 1988 — 1991
Bachelor of Business Administration (BBA), Finance
Fisher Catholic 1984 — 1988
Louis V. Thomer's BISYS Experience 1983 - 1990
Job Site Contracts
Industry Pharmaceuticals
Experience
INC Research March 2014 - Present
ReSearch Pharmaceutical Services March 2006 - March 2014
PPD February 2004 - March 2006
Home Care Options, Inc July 1991 - September 2003
Second Alarmers Rescue Squad 1982 - 1991
BISYS 1983 - 1990
Skills
Healthcare, Clinical Research, Clinical Trials, Clinical Development, CTMS, CRO, Therapeutic Areas, ICH-GCP, Pharmaceutical Industry, GCP
Education
Temple University 1994 — 1996
BBA, Economics
Montgomery County Community College 1988 — 1994
AS, Computer Science
Pottstown Memorial Medical Center 1983 — 1984
PARAMEDIC, Emergency Care
Montgomery County Community College 1982 — 1983
EMT, Emergency Care
INC Research March 2014 - Present
ReSearch Pharmaceutical Services March 2006 - March 2014
PPD February 2004 - March 2006
Home Care Options, Inc July 1991 - September 2003
Second Alarmers Rescue Squad 1982 - 1991
BISYS 1983 - 1990
Skills
Healthcare, Clinical Research, Clinical Trials, Clinical Development, CTMS, CRO, Therapeutic Areas, ICH-GCP, Pharmaceutical Industry, GCP
Education
Temple University 1994 — 1996
BBA, Economics
Montgomery County Community College 1988 — 1994
AS, Computer Science
Pottstown Memorial Medical Center 1983 — 1984
PARAMEDIC, Emergency Care
Montgomery County Community College 1982 — 1983
EMT, Emergency Care
Patrick Reeder's BISYS Experience July 2002 - December 2004
Job
Industry Law Practice
Experience
Genworth Financial July 2012 - Present
Law Offices of Patrick C. Reeder May 2010 - Present
Stradley Ronon June 2011 - July 2012
Compliance Assurance Corporation November 2010 - May 2011
Allianz Life December 2009 - May 2010
Genworth Financial January 2005 - December 2009
BISYS July 2002 - December 2004
Delany & O'Brien January 2002 - July 2002
Reliance Insurance February 1997 - January 2002
Delany & O'Brien December 1994 - January 1997
Skills
Mergers, Insurance, Litigation, Claim, Government, Insurance Law, Governmental Affairs, Regulatory Affairs, Federal & State..., Compliance, Insurance Regulatory, Training Leadership, Product Liability, Risk Management, Corporate Law, Corporate Governance, Mergers & Acquisitions, Arbitration
Education
Widener University School of Law 1990 — 1994
J.D.
Penn State University 1985 — 1989
B.A.
The University of Manchester 1988 — 1988
Genworth Financial July 2012 - Present
Law Offices of Patrick C. Reeder May 2010 - Present
Stradley Ronon June 2011 - July 2012
Compliance Assurance Corporation November 2010 - May 2011
Allianz Life December 2009 - May 2010
Genworth Financial January 2005 - December 2009
BISYS July 2002 - December 2004
Delany & O'Brien January 2002 - July 2002
Reliance Insurance February 1997 - January 2002
Delany & O'Brien December 1994 - January 1997
Skills
Mergers, Insurance, Litigation, Claim, Government, Insurance Law, Governmental Affairs, Regulatory Affairs, Federal & State..., Compliance, Insurance Regulatory, Training Leadership, Product Liability, Risk Management, Corporate Law, Corporate Governance, Mergers & Acquisitions, Arbitration
Education
Widener University School of Law 1990 — 1994
J.D.
Penn State University 1985 — 1989
B.A.
The University of Manchester 1988 — 1988
Stephen DeLeo's BISYS Experience June 2002 - April 2006
Job Project Manager at Viewpointe
Industry Financial Services
Experience
Viewpointe April 2010 - Present
IBM August 2009 - April 2010
Viewpointe April 2006 - August 2009
BISYS June 2002 - April 2006
Datajump June 1999 - June 2002
EDS June 1995 - June 1999
Purdue University - Krannert School of Management September 1994 - May 1995
Purdue University - Krannert School of Management May 1994 - August 1994
Williams Telecommunications May 1992 - August 1992
Skills
Management, Project Delivery, Data Center, Project Planning, Software Development, Strategy, SDLC, Vendor Management, Databases, Enterprise Content..., Team Leadership, Integration, IT Strategy, Security, Business Analysis
Education
Purdue University - Krannert School of Management 1993 — 1995
MBA
Oklahoma State University 1989 — 1993
BS
Jenks High School 1984 — 1988
Viewpointe April 2010 - Present
IBM August 2009 - April 2010
Viewpointe April 2006 - August 2009
BISYS June 2002 - April 2006
Datajump June 1999 - June 2002
EDS June 1995 - June 1999
Purdue University - Krannert School of Management September 1994 - May 1995
Purdue University - Krannert School of Management May 1994 - August 1994
Williams Telecommunications May 1992 - August 1992
Skills
Management, Project Delivery, Data Center, Project Planning, Software Development, Strategy, SDLC, Vendor Management, Databases, Enterprise Content..., Team Leadership, Integration, IT Strategy, Security, Business Analysis
Education
Purdue University - Krannert School of Management 1993 — 1995
MBA
Oklahoma State University 1989 — 1993
BS
Jenks High School 1984 — 1988
Don Romanek's BISYS Experience 2001 - 2005
Job Owner at Rentals Online, LLC.
Industry Internet
Experience
Rentals Online, LLC. Business Analyst, AVPState Street2006 - December 2008
BISYS 2001 - 2005
Merrill Lynch 1987 - 2001
Education
Rutgers University-New Brunswick 1983 — 1987
BA, Economics
Rentals Online, LLC. Business Analyst, AVPState Street2006 - December 2008
BISYS 2001 - 2005
Merrill Lynch 1987 - 2001
Education
Rutgers University-New Brunswick 1983 — 1987
BA, Economics
Tricia (Royka) Thornton's BISYS Experience 2002 - 2005
Job AVP, Hedge Fund Administration Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management September 2008 - Present
Prides Capital July 2006 - September 2008
BISYS Hedge Fund Services 2004 - 2006
BISYS 2002 - 2005
Education
Merrimack College 1992 — 1996
Wellington Management September 2008 - Present
Prides Capital July 2006 - September 2008
BISYS Hedge Fund Services 2004 - 2006
BISYS 2002 - 2005
Education
Merrimack College 1992 — 1996
David Gilblair's BISYS Experience 2006 - 2009
Job Americas Accounting Implementation Group
Industry Financial Services
Experience
J.P. Morgan Chase & Co. June 2015 - Present
J.P. Morgan Chase & Co. June 2015 - Present
Citi January 2006 - May 2015
BISYS 2006 - 2009
Eagle Investment Systems March 2005 - January 2006
State Street Global Advisors 2001 - 2006
State Street Global Advisors March 2000 - March 2005
Skills
Hedge Funds, Fund Accounting, Equities, Alternative Investments, Mutual Funds, Derivatives, Fixed Income, Bloomberg, Investments, Financial Services, Asset Management, Securities, Bonds, Back Office, Trading Systems, Fund Administration, Fund Of Funds, Capital Markets
Education
Northeastern University 1990 — 1995
Bachelor of Science (BS), Finance, General
J.P. Morgan Chase & Co. June 2015 - Present
J.P. Morgan Chase & Co. June 2015 - Present
Citi January 2006 - May 2015
BISYS 2006 - 2009
Eagle Investment Systems March 2005 - January 2006
State Street Global Advisors 2001 - 2006
State Street Global Advisors March 2000 - March 2005
Skills
Hedge Funds, Fund Accounting, Equities, Alternative Investments, Mutual Funds, Derivatives, Fixed Income, Bloomberg, Investments, Financial Services, Asset Management, Securities, Bonds, Back Office, Trading Systems, Fund Administration, Fund Of Funds, Capital Markets
Education
Northeastern University 1990 — 1995
Bachelor of Science (BS), Finance, General
Ernest Bowser's BISYS Experience 2000 - 2003
Job Educator
Industry Education Management
Experience
DC Public Schools Financial analystBisys2000 - 2004
Bisys 2000 - 2003
Bisys group 2000 - 2003
Education
The Ohio State University 1995 — 2000
Trinity University-Washington
DC Public Schools Financial analystBisys2000 - 2004
Bisys 2000 - 2003
Bisys group 2000 - 2003
Education
The Ohio State University 1995 — 2000
Trinity University-Washington
Preston Shoemake's BISYS Experience February 2001 - May 2002
Job eDiscovery and Forensic Operations Manager
Industry Information Technology and Services
Experience
Regions Bank December 2011 - Present
Regions Bank May 2005 - December 2011
Regions Bank May 2002 - April 2005
BiSys February 2001 - May 2002
Powertel Communications August 1999 - 2001
Skills
EnCE, Computer Forensics, EnCase, Forensic Analysis, Relativity, VMware, Citrix, Windows Server, Troubleshooting, EDRM, E-Discovery Consulting, ZL email archive, Software Documentation, IT Security Assessments, Lotus Notes, Networking, Servers, Windows, MCSA, A+, DLP, Proxy, Websense, Content Filtering, Vericept, Trustwave, Phishing, Evidence Collection, Network Forensics
Education
University of Alabama 1997 — 1998
Samford University 1995 — 1997
Regions Bank December 2011 - Present
Regions Bank May 2005 - December 2011
Regions Bank May 2002 - April 2005
BiSys February 2001 - May 2002
Powertel Communications August 1999 - 2001
Skills
EnCE, Computer Forensics, EnCase, Forensic Analysis, Relativity, VMware, Citrix, Windows Server, Troubleshooting, EDRM, E-Discovery Consulting, ZL email archive, Software Documentation, IT Security Assessments, Lotus Notes, Networking, Servers, Windows, MCSA, A+, DLP, Proxy, Websense, Content Filtering, Vericept, Trustwave, Phishing, Evidence Collection, Network Forensics
Education
University of Alabama 1997 — 1998
Samford University 1995 — 1997
Terrence O'Donnell, QKA's BISYS Experience January 2002 - November 2004
Job Compliance Consultant at The Vanguard Group
Industry Financial Services
Experience
Vanguard 2004 - Present
The Vanguard Group November 2004 - 2008
BISYS January 2002 - November 2004
Skills
401k, Retirement, ERISA, Compliance, Excel, Microsoft Excel, Qualified Retirement..., Retirement Plan..., Defined Contribution, Employee Benefits, Relationship Management, Defined Benefit
Education
Marist College 1989 — 1993
BS, Personnel Administration
Bishop McDevitt High School 1985 — 1989
Vanguard 2004 - Present
The Vanguard Group November 2004 - 2008
BISYS January 2002 - November 2004
Skills
401k, Retirement, ERISA, Compliance, Excel, Microsoft Excel, Qualified Retirement..., Retirement Plan..., Defined Contribution, Employee Benefits, Relationship Management, Defined Benefit
Education
Marist College 1989 — 1993
BS, Personnel Administration
Bishop McDevitt High School 1985 — 1989
Joel Steiner's BISYS Experience June 2002 - May 2003
Job
Industry Banking
Experience
US Bank November 2006 - Present
JPMorgan Chase May 2003 - November 2006
BISYS June 2002 - May 2003
Education
The Ohio State University Fisher College of Business 2006 — 2008
University of Mount Union 1998 — 2002
BA, Finance
Bluffton High School
US Bank November 2006 - Present
JPMorgan Chase May 2003 - November 2006
BISYS June 2002 - May 2003
Education
The Ohio State University Fisher College of Business 2006 — 2008
University of Mount Union 1998 — 2002
BA, Finance
Bluffton High School
Adam Spidel's BISYS Experience July 2000 - August 2007
Job Benefits Management Analyst
Industry Human Resources
Experience
State of Ohio: Department of Administration Services April 2009 - Present
Citigroup July 2000 - May 2008
BISYS July 2000 - August 2007
Education
Ohio University 1996 — 1998
Bachelor of Business Administration, Human Resources
Ohio University 1991 — 1995
Bachelor of Science in Communication, Telecommunications
State of Ohio: Department of Administration Services April 2009 - Present
Citigroup July 2000 - May 2008
BISYS July 2000 - August 2007
Education
Ohio University 1996 — 1998
Bachelor of Business Administration, Human Resources
Ohio University 1991 — 1995
Bachelor of Science in Communication, Telecommunications
Frank Simonetta's BISYS Experience 2003 - 2005
Job Sr Operations Analyst at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase April 2005 - Present
Bisys 2003 - 2005
CSC March 1998 - February 2003
Computer Sciences Corporation 1998 - 2003
Education
The Ohio State University 1987 — 1990
Lakeland Community College 1983 — 1986
JPMorgan Chase April 2005 - Present
Bisys 2003 - 2005
CSC March 1998 - February 2003
Computer Sciences Corporation 1998 - 2003
Education
The Ohio State University 1987 — 1990
Lakeland Community College 1983 — 1986
Beth Manzi's BISYS Experience 2005 - 2007
Job COO at PEF Services LLC
Industry Financial Services
Experience
PEF Services LLC October 2010 - Present
PEF Services LLC July 2009 - April 2011
Washington Corner Capital Management, L.P. November 2007 - July 2009
AWSCPA-NJ 2007 - 2009
Citi January 2005 - November 2007
BISYS 2005 - 2007
Rothstein Kass 1993 - 2004
MACED-Mountain Association for Community Economic Development July 1998 - August 1999
Education
Seton Hall University 1989 — 1993
BS, Accounting
PEF Services LLC October 2010 - Present
PEF Services LLC July 2009 - April 2011
Washington Corner Capital Management, L.P. November 2007 - July 2009
AWSCPA-NJ 2007 - 2009
Citi January 2005 - November 2007
BISYS 2005 - 2007
Rothstein Kass 1993 - 2004
MACED-Mountain Association for Community Economic Development July 1998 - August 1999
Education
Seton Hall University 1989 — 1993
BS, Accounting
Kami Brennan's BISYS Experience June 2000 - March 2005
Job Accountant at Limited Brands
Industry Accounting
Experience
Limited Brands March 2005 - Present
BISYS June 2000 - March 2005
Skills
Accounting, Accounts Payable, Budgets, Customer Service, Auditing, Accounts Receivable, Financial Analysis, Financial Reporting, General Ledger, Microsoft Excel, Microsoft Office, Outlook, Payroll, Process Improvement, QuickBooks, SAP, Team Building, Time Management, Access
Education
The Ohio State University 1995 — 2000
Limited Brands March 2005 - Present
BISYS June 2000 - March 2005
Skills
Accounting, Accounts Payable, Budgets, Customer Service, Auditing, Accounts Receivable, Financial Analysis, Financial Reporting, General Ledger, Microsoft Excel, Microsoft Office, Outlook, Payroll, Process Improvement, QuickBooks, SAP, Team Building, Time Management, Access
Education
The Ohio State University 1995 — 2000
Jim Jerome's BISYS Experience March 1988 - October 1999
Job Jerome Investments,LLP
Industry Financial Services
Experience
NetSpend Corporation April 2008 - July 2013
Euronet Worldwide September 1999 - September 2006
BISYS March 1988 - October 1999
First City Austin Information Systems 1983 - 1987
Skills
Debit Cards, Payment Systems, Electronic Payments, Mobile Payments, Payment Card Processing, Relationship Management, Business Analysis, Risk Management, Internet Banking, Financial Services, Credit Cards, Payment Gateways, Payments, Core Banking, EMV, Cards, Acquiring, Banking, Executive Management, PCI DSS, Payment Cards, ACH
Education
State University of New York College of Agriculture and Technology at Morrisville 1976 — 1979
BS, Business Administration
NetSpend Corporation April 2008 - July 2013
Euronet Worldwide September 1999 - September 2006
BISYS March 1988 - October 1999
First City Austin Information Systems 1983 - 1987
Skills
Debit Cards, Payment Systems, Electronic Payments, Mobile Payments, Payment Card Processing, Relationship Management, Business Analysis, Risk Management, Internet Banking, Financial Services, Credit Cards, Payment Gateways, Payments, Core Banking, EMV, Cards, Acquiring, Banking, Executive Management, PCI DSS, Payment Cards, ACH
Education
State University of New York College of Agriculture and Technology at Morrisville 1976 — 1979
BS, Business Administration
John Spolans's BISYS Experience 1993 - 1997
Job Computer Programmer at Fidelity National Information Services
Industry Financial Services
Experience
Fidelity National Information Services ConversionTechnology ConsultantFidelity Information Services2003 - Present
Document Solutions 1993 - 1997
BISYS 1993 - 1997
Skills
Business Analysis, Disaster Recovery, Visual Studio, SQL, Visio, Microsoft SQL Server, C#, Software Development, SDLC, Vendor Management, Requirements Gathering, SharePoint, Software Documentation, Mainframe, Databases, Software Project..., Crystal Reports, Requirements Analysis, Banking, .NET, Oracle
Education
South Dakota State University 1964 — 1969
Fidelity National Information Services ConversionTechnology ConsultantFidelity Information Services2003 - Present
Document Solutions 1993 - 1997
BISYS 1993 - 1997
Skills
Business Analysis, Disaster Recovery, Visual Studio, SQL, Visio, Microsoft SQL Server, C#, Software Development, SDLC, Vendor Management, Requirements Gathering, SharePoint, Software Documentation, Mainframe, Databases, Software Project..., Crystal Reports, Requirements Analysis, Banking, .NET, Oracle
Education
South Dakota State University 1964 — 1969
Norris Singleton's BISYS Experience November 2007 - August 2008
Job Assistant Controller Eagle Advisors, Inc.
Industry Investment Management
Experience
Eagle Advisors, Inc. August 2009 - February 2012
Geller & Company August 2008 - October 2009
Accountemps- A Robert Half Company March 2009 - August 2009
Morgan Stanley Investment Management October 2008 - February 2009
BISYS November 2007 - August 2008
Waller-Sutton Mgmt. Group August 1998 - September 2007
City Volunteer Corp., Inc. 1993 - 1997
Education
State University of New York Empire State College
BS, Accounting
Eagle Advisors, Inc. August 2009 - February 2012
Geller & Company August 2008 - October 2009
Accountemps- A Robert Half Company March 2009 - August 2009
Morgan Stanley Investment Management October 2008 - February 2009
BISYS November 2007 - August 2008
Waller-Sutton Mgmt. Group August 1998 - September 2007
City Volunteer Corp., Inc. 1993 - 1997
Education
State University of New York Empire State College
BS, Accounting
Lisa Pilof's BISYS Experience 2006 - 2007
Job Head of US TaxMettler Toledo
Industry Industrial Automation
Experience
Mettler-Toledo International, Inc January 2014 - Present
NiSource 2008 - Present
Citi Fund Services June 2006 - August 2008
Citigroup 2006 - 2008
Citigroup 2006 - 2007
Bisys 2006 - 2007
Accuride Corporation November 2002 - June 2006
Ernst & Young March 2001 - September 2002
Sisterson & Co. LLP January 1994 - March 2001
Skills
Income Tax, Tax Returns, Property Tax, Corporate Tax, Tax, Internal Controls, Financial Reporting, Management
Education
Robert Morris University 1999 — 2011
M.S., Taxation
Penn State University 1987 — 1991
B.S., Accounting
Mettler-Toledo International, Inc January 2014 - Present
NiSource 2008 - Present
Citi Fund Services June 2006 - August 2008
Citigroup 2006 - 2008
Citigroup 2006 - 2007
Bisys 2006 - 2007
Accuride Corporation November 2002 - June 2006
Ernst & Young March 2001 - September 2002
Sisterson & Co. LLP January 1994 - March 2001
Skills
Income Tax, Tax Returns, Property Tax, Corporate Tax, Tax, Internal Controls, Financial Reporting, Management
Education
Robert Morris University 1999 — 2011
M.S., Taxation
Penn State University 1987 — 1991
B.S., Accounting
James Calvano's BISYS Experience 1998 - 2000
Job Banking Relationship Manager at Vanguard
Industry Financial Services
Experience
Vanguard May 2010 - Present
Delaware Valley College March 2009 - Present
The Vanguard Group July 2006 - September 2010
The Vanguard Group January 2000 - July 2006
BISYS 1998 - 2000
Skills
Finance, Leadership, Investments, Banking, Six Sigma, Project Management, Financial Analysis, Leadership Development, Risk Management, Strategic Planning
Education
Saint Anselm College 1987 — 1991
BA, Business and Economics
East Greenwich High School 1983 — 1987
Diploma
La Salle University
MBA, Management
Vanguard May 2010 - Present
Delaware Valley College March 2009 - Present
The Vanguard Group July 2006 - September 2010
The Vanguard Group January 2000 - July 2006
BISYS 1998 - 2000
Skills
Finance, Leadership, Investments, Banking, Six Sigma, Project Management, Financial Analysis, Leadership Development, Risk Management, Strategic Planning
Education
Saint Anselm College 1987 — 1991
BA, Business and Economics
East Greenwich High School 1983 — 1987
Diploma
La Salle University
MBA, Management
Chuck Calo's BISYS Experience 1996 - 2007
Job Director of Finance
Industry Financial Services
Experience
Citigroup April 1996 - June 2015
The BISYS Group, Inc. April 1996 - August 2007
BISYS 1996 - 2007
Mercer Human Resource Consulting October 1979 - March 1996
Skills
Forecasting, Budgets, Banking, Cash Management, Finance, Financial Analysis, Financial Accounting, Mergers & Acquisitions, Strategic Planning, Management, Financial Modeling, Strategic Financial..., Financial Reporting, Risk Management, Investments, Accounting, Financial Planning
Education
Slippery Rock University of Pennsylvania 1973 — 1977
Citigroup April 1996 - June 2015
The BISYS Group, Inc. April 1996 - August 2007
BISYS 1996 - 2007
Mercer Human Resource Consulting October 1979 - March 1996
Skills
Forecasting, Budgets, Banking, Cash Management, Finance, Financial Analysis, Financial Accounting, Mergers & Acquisitions, Strategic Planning, Management, Financial Modeling, Strategic Financial..., Financial Reporting, Risk Management, Investments, Accounting, Financial Planning
Education
Slippery Rock University of Pennsylvania 1973 — 1977
Jeff Wakefield's BISYS Experience October 2003 - October 2004
Job President & CEO at Sovereign Investment Corp
Industry Financial Services
Experience
Sovereign Investment Corp March 2008 - Present
Sun Life Financial October 2004 - March 2008
BISYS October 2003 - October 2004
Pacific Life September 1995 - May 2003
Skills
Health Insurance, Mutual Funds, Insurance, Team Building, Wealth Management, Risk Management, Sales Operations, Investments, Retirement Planning, Strategic Planning, Business Analysis, Marketing, Retirement, Life Insurance, Disability Insurance, Management, Mergers & Acquisitions, Leadership, Training, Financial Modeling, New Business Development, Fixed Annuities, Corporate Finance
Education
The University of Georgia 1979 — 1982
BS, Economics
Sovereign Investment Corp March 2008 - Present
Sun Life Financial October 2004 - March 2008
BISYS October 2003 - October 2004
Pacific Life September 1995 - May 2003
Skills
Health Insurance, Mutual Funds, Insurance, Team Building, Wealth Management, Risk Management, Sales Operations, Investments, Retirement Planning, Strategic Planning, Business Analysis, Marketing, Retirement, Life Insurance, Disability Insurance, Management, Mergers & Acquisitions, Leadership, Training, Financial Modeling, New Business Development, Fixed Annuities, Corporate Finance
Education
The University of Georgia 1979 — 1982
BS, Economics
Joe Cuomo's BISYS Experience May 2004 - October 2005
Job Vice President at KKR
Industry Information Technology and Services
Experience
KKR September 2015 - Present
J.P. Morgan June 2013 - September 2015
Credit Suisse November 2008 - June 2013
Lehman Brothers October 2005 - November 2008
BISYS May 2004 - October 2005
Education
Stevens Institute of Technology 2007 — 2010
MS, Information Systems
Virginia Polytechnic Institute and State University 2000 — 2004
BS, Computer Science
KKR September 2015 - Present
J.P. Morgan June 2013 - September 2015
Credit Suisse November 2008 - June 2013
Lehman Brothers October 2005 - November 2008
BISYS May 2004 - October 2005
Education
Stevens Institute of Technology 2007 — 2010
MS, Information Systems
Virginia Polytechnic Institute and State University 2000 — 2004
BS, Computer Science
Michael P Kelly's BISYS Experience January 2002 - October 2005
Job Senior Account Manager at Riskonnect
Industry Insurance
Experience
Riskonnect, Inc. June 2014 - Present
Aon Risk Services July 2010 - April 2014
Aon Risk Services November 2008 - June 2010
Open Solutions is now part of Fiserv. Please follow Fiserv at LinkedIn.com/company/Fiserv January 2005 - November 2008
BISYS January 2002 - October 2005
Shop Rite May 1996 - December 2002
Towers Watson January 2000 - February 2001
Towers Watson February 1998 - December 2000
Skills
Risk Management, Vendor Management, Information Technology, Salesforce.com, Account Executives, Health Savings Accounts, Account Management, SaaS, Business Analysis, Business Intelligence, CRM, RMIS, Cognos, Workflow Management, PeopleSoft, Contract Negotiation, Employee Benefits, Benefits Administration, Commercial Insurance, Workflow, Client Service Oriented, Customer Satisfaction, Maintaining Strong..., Insurance, Management, Process Improvement, Property & Casualty..., Project Management
Education
Rider University 2006 — 2010
Business Administration, Business Management
Riskonnect, Inc. June 2014 - Present
Aon Risk Services July 2010 - April 2014
Aon Risk Services November 2008 - June 2010
Open Solutions is now part of Fiserv. Please follow Fiserv at LinkedIn.com/company/Fiserv January 2005 - November 2008
BISYS January 2002 - October 2005
Shop Rite May 1996 - December 2002
Towers Watson January 2000 - February 2001
Towers Watson February 1998 - December 2000
Skills
Risk Management, Vendor Management, Information Technology, Salesforce.com, Account Executives, Health Savings Accounts, Account Management, SaaS, Business Analysis, Business Intelligence, CRM, RMIS, Cognos, Workflow Management, PeopleSoft, Contract Negotiation, Employee Benefits, Benefits Administration, Commercial Insurance, Workflow, Client Service Oriented, Customer Satisfaction, Maintaining Strong..., Insurance, Management, Process Improvement, Property & Casualty..., Project Management
Education
Rider University 2006 — 2010
Business Administration, Business Management
Nicholas D'Eramo's BISYS Experience September 1997 - April 1999
Job Mutual Fund Portfolio Manager at JPMorgan
Industry Investment Management
Experience
JPMorgan May 2005 - Present
Bank One November 2000 - October 2004
BISYS September 1997 - April 1999
Skills
Bloomberg, Derivatives, Capital Markets, Bonds, Alternative Investments, Trading Systems, Equity Trading, Equities, Equity Research, Series 65, Series 3
Education
Ohio University 2006 — 2007
Masters, Financial Economics
University of Toledo 1993 — 1997
Bachelor's, Finance/Investments
JPMorgan May 2005 - Present
Bank One November 2000 - October 2004
BISYS September 1997 - April 1999
Skills
Bloomberg, Derivatives, Capital Markets, Bonds, Alternative Investments, Trading Systems, Equity Trading, Equities, Equity Research, Series 65, Series 3
Education
Ohio University 2006 — 2007
Masters, Financial Economics
University of Toledo 1993 — 1997
Bachelor's, Finance/Investments
Vishal Pandya's BISYS Experience April 2011 - Present
Job ERP projects Financials;Reporting
Industry Information Technology and Services
Experience
BiSyS April 2011 - Present
eHealth Ontario November 2011 - November 2012
The Corporation of Massey Hall and Roy Thomson Hall December 2010 - October 2011
BiSys July 2009 - November 2010
TGO Consulting 2010 - 2010
Lawson Software June 2007 - December 2008
Tim Hortons October 2006 - February 2007
Save the Children June 2004 - December 2006
Save the Children/Infor FMS project March 2004 - December 2006
The Coca-Cola Company September 2002 - April 2004
Skills
Movex, ERP, Control Theory, FRx, SSRS, IIS, Citrix, Auditing, Business Analysis, ERP Implementations, Fit/Gap Analysis, Business Intelligence, Vendor Management, Software Documentation, Solution Architecture, Cognos, Databases, CRM, SAP, Financial Reporting, Analysis, SDLC, Project Portfolio..., Leadership, Finance, SharePoint, Budgets, Enterprise Software, Strategy, Project Management, Requirements Gathering, Integration, Oracle, Management, Business Process, Consulting, Business Process...
Education
IBM - Exit Certified 2012 — 2012
Certificate, IBM Cognos Report Studio, B
Lawson Academy 2007 — 2007
Lawson Certified, Project Management - Stepwise, B+
University of Toronto 2006 — 2007
B.Com, Accounting
The Institute of Chartered Accountants of India 1987 — 1990
C.A., Accounting
The Maharaja Sayajirao University of Baroda 1987 — 1990
Masters, Financial Management
The Maharaja Sayajirao University of Baroda 1984 — 1987
B.Com(Hons), Accounting & Audit
BiSyS April 2011 - Present
eHealth Ontario November 2011 - November 2012
The Corporation of Massey Hall and Roy Thomson Hall December 2010 - October 2011
BiSys July 2009 - November 2010
TGO Consulting 2010 - 2010
Lawson Software June 2007 - December 2008
Tim Hortons October 2006 - February 2007
Save the Children June 2004 - December 2006
Save the Children/Infor FMS project March 2004 - December 2006
The Coca-Cola Company September 2002 - April 2004
Skills
Movex, ERP, Control Theory, FRx, SSRS, IIS, Citrix, Auditing, Business Analysis, ERP Implementations, Fit/Gap Analysis, Business Intelligence, Vendor Management, Software Documentation, Solution Architecture, Cognos, Databases, CRM, SAP, Financial Reporting, Analysis, SDLC, Project Portfolio..., Leadership, Finance, SharePoint, Budgets, Enterprise Software, Strategy, Project Management, Requirements Gathering, Integration, Oracle, Management, Business Process, Consulting, Business Process...
Education
IBM - Exit Certified 2012 — 2012
Certificate, IBM Cognos Report Studio, B
Lawson Academy 2007 — 2007
Lawson Certified, Project Management - Stepwise, B+
University of Toronto 2006 — 2007
B.Com, Accounting
The Institute of Chartered Accountants of India 1987 — 1990
C.A., Accounting
The Maharaja Sayajirao University of Baroda 1987 — 1990
Masters, Financial Management
The Maharaja Sayajirao University of Baroda 1984 — 1987
B.Com(Hons), Accounting & Audit
Cynthia Mercer's BISYS Experience September 2000 - September 2001
Job Consultant and Exective Coach at Mercer Pathways
Industry Human Resources
Experience
Mercer Pathways November 2013 - Present
Community Housing Network August 2012 - Present
ADD January 2009 - September 2012
ADD September 2003 - January 2009
ADD January 2002 - September 2003
BISYS September 2000 - September 2001
Aetna April 1997 - September 2000
Voca 1995 - 1997
Skills
Executive Coaching, Coaching, Employee Relations, Leadership Development, Talent Management, Succession Planning, Performance Management, Employee Engagement, Organizational..., Organizational..., Onboarding, Career Development, Deferred Compensation, MBTI, Human Resources, Team Building, Training, Strategic Planning, Career Counseling, Talent Acquisition, Public Speaking, Workforce Planning, HRIS, Leadership, Program Management, Recruiting, Employee Benefits, Benefits Administration, Change Management, Employee Training, Customer Service, Interviews, Personnel Management, Conflict Resolution, HR Policies, Applicant Tracking..., Nonprofits, Management, College Recruiting, Strategy, Policy, Organizational Design, New Hire Orientations
Education
The University of Texas at Dallas 2011 — 2013
Master's degree, Organization Behavior
Purdue University 1983 — 1988
BA, Organizational Communications
Mercer Pathways November 2013 - Present
Community Housing Network August 2012 - Present
ADD January 2009 - September 2012
ADD September 2003 - January 2009
ADD January 2002 - September 2003
BISYS September 2000 - September 2001
Aetna April 1997 - September 2000
Voca 1995 - 1997
Skills
Executive Coaching, Coaching, Employee Relations, Leadership Development, Talent Management, Succession Planning, Performance Management, Employee Engagement, Organizational..., Organizational..., Onboarding, Career Development, Deferred Compensation, MBTI, Human Resources, Team Building, Training, Strategic Planning, Career Counseling, Talent Acquisition, Public Speaking, Workforce Planning, HRIS, Leadership, Program Management, Recruiting, Employee Benefits, Benefits Administration, Change Management, Employee Training, Customer Service, Interviews, Personnel Management, Conflict Resolution, HR Policies, Applicant Tracking..., Nonprofits, Management, College Recruiting, Strategy, Policy, Organizational Design, New Hire Orientations
Education
The University of Texas at Dallas 2011 — 2013
Master's degree, Organization Behavior
Purdue University 1983 — 1988
BA, Organizational Communications
Terence Meadowcroft's BISYS Experience January 2005 - September 2007
Job Partner at Strategic Fund Services
Industry Investment Management
Experience
Strategic Fund Services January 2010 - Present
Aroya Capital September 2007 - March 2010
BISYS January 2005 - September 2007
Rothstein Kass 1988 - 2005
Skills
Tax, Accounting, Hedge Funds, Private Equity, Financial Reporting, Fund Of Funds, Income Tax, Auditing, Tax Returns, SEC filings, Fund Administration, Alternative Investments, Tax Accounting, Partnership Taxation
Education
Pace University 1979 — 1983
BBA, Accounting
Strategic Fund Services January 2010 - Present
Aroya Capital September 2007 - March 2010
BISYS January 2005 - September 2007
Rothstein Kass 1988 - 2005
Skills
Tax, Accounting, Hedge Funds, Private Equity, Financial Reporting, Fund Of Funds, Income Tax, Auditing, Tax Returns, SEC filings, Fund Administration, Alternative Investments, Tax Accounting, Partnership Taxation
Education
Pace University 1979 — 1983
BBA, Accounting
Charlene Puchalla's BISYS Experience May 2007 - October 2007
Job Scheduler/Field Representative at US House of Representatives
Industry Government Administration
Experience
US House of Representatives March 2011 - Present
SEMS Technologies, LLC October 2008 - March 2011
Pennsylvania State Senate October 2007 - August 2008
BISYS May 2007 - October 2007
Independent Regulatory Review Commission August 2006 - May 2007
Skills
Community Outreach, Legislative Relations, Public Policy, Political Campaigns, Policy Analysis, Government, Politics, Public Speaking, Legislation, Policy, Fundraising, Political Science, Nonprofits, Event Planning, Public Affairs
Education
Shippensburg University of Pennsylvania 2003 — 2007
Bachelor's of Science, Public Administration
Mount Union Area Junior/Senior High School 1998 — 2003
US House of Representatives March 2011 - Present
SEMS Technologies, LLC October 2008 - March 2011
Pennsylvania State Senate October 2007 - August 2008
BISYS May 2007 - October 2007
Independent Regulatory Review Commission August 2006 - May 2007
Skills
Community Outreach, Legislative Relations, Public Policy, Political Campaigns, Policy Analysis, Government, Politics, Public Speaking, Legislation, Policy, Fundraising, Political Science, Nonprofits, Event Planning, Public Affairs
Education
Shippensburg University of Pennsylvania 2003 — 2007
Bachelor's of Science, Public Administration
Mount Union Area Junior/Senior High School 1998 — 2003
Mary Mote's BISYS Experience June 1984 - January 1987
Job Product Manager at Fiserv
Industry Information Technology and Services
Experience
Fiserv January 1987 - Present
BISYS June 1984 - January 1987
Manufacturers National Bank (now Comerica) May 1977 - June 1984
Skills
Product Management, Business Analysis
Education
Wayne State University 1977 — 1979
MBA, Finance
Oakland University 1973 — 1977
BS, Accounting
Fiserv January 1987 - Present
BISYS June 1984 - January 1987
Manufacturers National Bank (now Comerica) May 1977 - June 1984
Skills
Product Management, Business Analysis
Education
Wayne State University 1977 — 1979
MBA, Finance
Oakland University 1973 — 1977
BS, Accounting
Melissa Blount-Garner's BISYS Experience June 2003 - November 2005
Job Community and Economic Development Vice President at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Bank February 2012 - Present
JPMorgan November 2005 - March 2012
BISYS June 2003 - November 2005
BANK ONE INVESTMENT MANAGEMENT GROUP (IMG) August 2001 - May 2003
Banc One Securities Corporation Support Services October 1999 - August 2001
Banc One Securities Corporation Support Services May 1998 - October 1999
Skills
CRM, Interviews, Nonprofits, Training, Strategy, Leadership, Business Strategy, Banking, Integration, Management, Loans, Sales, Budgets, Project Planning, Investments, Accounting, Community Outreach, Customer Service, Finance, Mutual Funds
Education
Ohio Dominican University 2009 — 2010
M.B.A
Ohio Dominican University
Bachelor of Science
Fifth Third Bank February 2012 - Present
JPMorgan November 2005 - March 2012
BISYS June 2003 - November 2005
BANK ONE INVESTMENT MANAGEMENT GROUP (IMG) August 2001 - May 2003
Banc One Securities Corporation Support Services October 1999 - August 2001
Banc One Securities Corporation Support Services May 1998 - October 1999
Skills
CRM, Interviews, Nonprofits, Training, Strategy, Leadership, Business Strategy, Banking, Integration, Management, Loans, Sales, Budgets, Project Planning, Investments, Accounting, Community Outreach, Customer Service, Finance, Mutual Funds
Education
Ohio Dominican University 2009 — 2010
M.B.A
Ohio Dominican University
Bachelor of Science
Jim Rugh's BISYS Experience 1985 - 1992
Job Network Engineer
Industry Computer Networking
Experience
Insource Technology July 2006 - Present
The Methodist Hospital 1993 - 2006
BISYS 1985 - 1992
Skills
Virtualization, VMware, Cisco Technologies, Troubleshooting, Active Directory, Data Center, Cloud Computing, Network Administration, Windows Server, SAN, Servers, HP, Information Technology, Microsoft Exchange, Disaster Recovery
Education
University of Central Missouri 1980 — 1982
BS, MIS
The University of Kansas 1975 — 1979
Radiation Biophysics
Wentworth Military Academy 1971 — 1975
Insource Technology July 2006 - Present
The Methodist Hospital 1993 - 2006
BISYS 1985 - 1992
Skills
Virtualization, VMware, Cisco Technologies, Troubleshooting, Active Directory, Data Center, Cloud Computing, Network Administration, Windows Server, SAN, Servers, HP, Information Technology, Microsoft Exchange, Disaster Recovery
Education
University of Central Missouri 1980 — 1982
BS, MIS
The University of Kansas 1975 — 1979
Radiation Biophysics
Wentworth Military Academy 1971 — 1975
Debora Carvey's BISYS Experience 1992 - 1998
Job Branch Operations Support Analyst at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase October 2009 - Present
JPMorgan Asset Management 1998 - 2008
BISYS 1992 - 1998
Skills
Training, Leadership, Management, Human Resources, Customer Service, Analysis, Banking, Coaching, Time Management, Mutual Funds, Accounting, Process Improvement, Vendor Management, Team Building, Project Management
Education
Michigan State University 1980 — 1982
Bachelors, Marketing
Muskegon Community College 1978 — 1980
Associates, Business
JPMorgan Chase October 2009 - Present
JPMorgan Asset Management 1998 - 2008
BISYS 1992 - 1998
Skills
Training, Leadership, Management, Human Resources, Customer Service, Analysis, Banking, Coaching, Time Management, Mutual Funds, Accounting, Process Improvement, Vendor Management, Team Building, Project Management
Education
Michigan State University 1980 — 1982
Bachelors, Marketing
Muskegon Community College 1978 — 1980
Associates, Business
Jeff Shiverdecker's BISYS Experience 1996 - 2005
Job Director at Citibank
Industry Financial Services
Experience
Citibank September 2009 - Present
Fidelity Investments November 2005 - September 2009
BISYS 1996 - 2005
Bisys Fund Services 1996 - 2005
BISYS Hedge Fund Services 2003 - 2004
Skills
Alternative Investments, Asset Management, Equities, Financial Services, Fixed Income, Fund Administration, Hedge Funds, Investments, Mutual Funds, Portfolio Management, Risk Management, Securities, Team Building, Vendor Management, Derivatives, Relationship Management, Business Analysis, Financial Analysis, Capital Markets, Management, Process Improvement, Bloomberg, Wealth Management, Leadership
Education
MidAmerica Nazarene University 1980 — 1984
BA, Accounting
Citibank September 2009 - Present
Fidelity Investments November 2005 - September 2009
BISYS 1996 - 2005
Bisys Fund Services 1996 - 2005
BISYS Hedge Fund Services 2003 - 2004
Skills
Alternative Investments, Asset Management, Equities, Financial Services, Fixed Income, Fund Administration, Hedge Funds, Investments, Mutual Funds, Portfolio Management, Risk Management, Securities, Team Building, Vendor Management, Derivatives, Relationship Management, Business Analysis, Financial Analysis, Capital Markets, Management, Process Improvement, Bloomberg, Wealth Management, Leadership
Education
MidAmerica Nazarene University 1980 — 1984
BA, Accounting
Meghan Dawes's BISYS Experience June 2004 - August 2007
Job Underwriter at Crump Life Insurance Services
Industry Insurance
Experience
Crump Life Insurance Services October 2014 - Present
Crump Life Insurance Services May 2011 - November 2014
Ash Brokerage September 2007 - May 2011
BISYS June 2004 - August 2007
Barnes & Noble College Booksellers August 2003 - May 2004
Frederick County Government June 2002 - August 2002
Skills
Disability Insurance, Insurance, Term Life Insurance, Health Insurance, Customer Service, Life Insurance, Brokers, Fixed Annuities, Employee Benefits, Long-term Care, Underwriting, Retirement, Retirement Planning, Universal Life, Property & Casualty..., Workers Compensation
Education
Mount St. Mary's University 2000 — 2004
BS, Business
Bishop McDevitt High School 1996 — 2000
High School Diploma
Crump Life Insurance Services October 2014 - Present
Crump Life Insurance Services May 2011 - November 2014
Ash Brokerage September 2007 - May 2011
BISYS June 2004 - August 2007
Barnes & Noble College Booksellers August 2003 - May 2004
Frederick County Government June 2002 - August 2002
Skills
Disability Insurance, Insurance, Term Life Insurance, Health Insurance, Customer Service, Life Insurance, Brokers, Fixed Annuities, Employee Benefits, Long-term Care, Underwriting, Retirement, Retirement Planning, Universal Life, Property & Casualty..., Workers Compensation
Education
Mount St. Mary's University 2000 — 2004
BS, Business
Bishop McDevitt High School 1996 — 2000
High School Diploma
Amy Schumacher's BISYS Experience 2000 - 2007
Job Retirement Plan Consultant at The Retirement Advantage
Industry Financial Services
Experience
The Retirement Advantage May 2012 - August 2013
DWC ERISA Consultants, Inc. February 2010 - July 2011
SuperiorUSA Corporation October 2008 - February 2010
BISYS 2000 - 2007
Skills
401k, Retirement, Pensions, Retirement Planning, Defined Benefit, ERISA, Access, Team Building, Customer Service
Education
Minnesota School of Business 1988 — 1989
Accounting Degree, Accounting
The Retirement Advantage May 2012 - August 2013
DWC ERISA Consultants, Inc. February 2010 - July 2011
SuperiorUSA Corporation October 2008 - February 2010
BISYS 2000 - 2007
Skills
401k, Retirement, Pensions, Retirement Planning, Defined Benefit, ERISA, Access, Team Building, Customer Service
Education
Minnesota School of Business 1988 — 1989
Accounting Degree, Accounting
Diana Hanlin's BISYS Experience December 1996 - March 2007
Job Senior Vice President, Compliance at Citi Fund Services
Industry Financial Services
Experience
Citi Fund Services October 2010 - Present
RidgeWorth Funds May 2008 - October 2010
RidgeWorth Investments May 2008 - October 2010
BB&T April 2007 - May 2008
BISYS December 1996 - March 2007
Skills
Mutual Funds, Securities, Hedge Funds, Alternative Investments, Financial Services, Asset Management, Equities, Fixed Income, Investments, FINRA
Education
The Ohio State University 1992 — 1996
B.A.
Citi Fund Services October 2010 - Present
RidgeWorth Funds May 2008 - October 2010
RidgeWorth Investments May 2008 - October 2010
BB&T April 2007 - May 2008
BISYS December 1996 - March 2007
Skills
Mutual Funds, Securities, Hedge Funds, Alternative Investments, Financial Services, Asset Management, Equities, Fixed Income, Investments, FINRA
Education
The Ohio State University 1992 — 1996
B.A.
Karen Watt's BISYS Experience 1985 - 2008
Job Director, Sales at Ascensus
Industry Financial Services
Experience
Ascensus September 1985 - Present
BISYS 1985 - 2008
Skills
401k, Asset Allocation, Asset Management, ERISA, ETFs, Employee Benefits, Investments, Mutual Funds, Pensions, Relationship Management, Retirement, Retirement Planning, Securities
Education
The Ohio State University 1975 — 1979
BS, Accounting
Ascensus September 1985 - Present
BISYS 1985 - 2008
Skills
401k, Asset Allocation, Asset Management, ERISA, ETFs, Employee Benefits, Investments, Mutual Funds, Pensions, Relationship Management, Retirement, Retirement Planning, Securities
Education
The Ohio State University 1975 — 1979
BS, Accounting
Mark Neustadt, CAIA's BISYS Experience November 2000 - March 2003
Job Director Commodity Sales Trader
Industry Capital Markets
Experience
Fifth Third Bank April 2009 - Present
Fifth Third Bank June 2005 - April 2009
Fifth Third Bank June 2004 - June 2005
Fifth Third Bank May 2003 - June 2004
BISYS November 2000 - March 2003
Skills
Series 7, Chartered Alternative..., Series 63, Series 24
Education
The Ohio State University - The Max M. Fisher College of Business 2001 — 2003
MBA, Finance and Real Estate
The Ohio State University - The Max M. Fisher College of Business 1993 — 1998
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services, 3.4
Upper St. Clair High School 1989 — 1993
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Fifth Third Bank April 2009 - Present
Fifth Third Bank June 2005 - April 2009
Fifth Third Bank June 2004 - June 2005
Fifth Third Bank May 2003 - June 2004
BISYS November 2000 - March 2003
Skills
Series 7, Chartered Alternative..., Series 63, Series 24
Education
The Ohio State University - The Max M. Fisher College of Business 2001 — 2003
MBA, Finance and Real Estate
The Ohio State University - The Max M. Fisher College of Business 1993 — 1998
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services, 3.4
Upper St. Clair High School 1989 — 1993
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Katie Skirving's BISYS Experience March 2000 - November 2002
Job Product Manager, Global Technology at Concur Technologies
Industry Computer Software
Experience
Concur Technologies January 2012 - Present
Concur Technologies October 2008 - December 2011
Omega World Travel December 2004 - October 2008
BISYS March 2000 - November 2002
Skills
Account Management, Business Travel, Program Management, Process Improvement, Project Management, Business Intelligence, Product Management, Vendor Management, Customer Service, Customer Satisfaction, Call Centers, Leadership, Team Management, Management, Cross-functional Team..., Integration, Business Process..., SaaS, Salesforce.com, Enterprise Software, CRM
Education
Montgomery College 1996 — 1999
Business Administration and Management, General
Montgomery College 1996 — 1998
Finance, Business Admin
Concur Technologies January 2012 - Present
Concur Technologies October 2008 - December 2011
Omega World Travel December 2004 - October 2008
BISYS March 2000 - November 2002
Skills
Account Management, Business Travel, Program Management, Process Improvement, Project Management, Business Intelligence, Product Management, Vendor Management, Customer Service, Customer Satisfaction, Call Centers, Leadership, Team Management, Management, Cross-functional Team..., Integration, Business Process..., SaaS, Salesforce.com, Enterprise Software, CRM
Education
Montgomery College 1996 — 1999
Business Administration and Management, General
Montgomery College 1996 — 1998
Finance, Business Admin
Erin Ainsco's BISYS Experience July 2004 - August 2006
Job Senior Associate Healthcare Industry at PwC
Industry Medical Devices
Experience
PwC July 2014 - Present
PwC May 2012 - June 2014
Sarnova July 2011 - May 2012
Sarnova March 2010 - July 2011
Tween Brands March 2008 - March 2010
Tween Brands September 2006 - March 2008
BISYS July 2004 - August 2006
Education
Muskingum College 2000 — 2004
Bachelor, Business, Accounting, and Economics
PwC July 2014 - Present
PwC May 2012 - June 2014
Sarnova July 2011 - May 2012
Sarnova March 2010 - July 2011
Tween Brands March 2008 - March 2010
Tween Brands September 2006 - March 2008
BISYS July 2004 - August 2006
Education
Muskingum College 2000 — 2004
Bachelor, Business, Accounting, and Economics
Jim Sauter's BISYS Experience May 1990 - May 2005
Job President at SauterInstall Inc
Industry Construction
Experience
SauterInstall Inc May 2005 - Present
Bisys May 1990 - May 2005
ADP May 1985 - June 1988
Education
St. Norbert College 1971 — 1975
BA, Finance - Econ
SauterInstall Inc May 2005 - Present
Bisys May 1990 - May 2005
ADP May 1985 - June 1988
Education
St. Norbert College 1971 — 1975
BA, Finance - Econ
Mary Kay Luther's BISYS Experience March 1986 - June 1995
Job Application Engineer at Wells Fargo
Industry Banking
Experience
Wells Fargo December 2002 - Present
Wells Fargo June 1996 - December 2002
Texas Commerce Bank June 1995 - June 1996
BISYS March 1986 - June 1995
Education
Texas A&M University 1974 — 1978
BS Computer Science
Wells Fargo December 2002 - Present
Wells Fargo June 1996 - December 2002
Texas Commerce Bank June 1995 - June 1996
BISYS March 1986 - June 1995
Education
Texas A&M University 1974 — 1978
BS Computer Science
Christine Swies's BISYS Experience 1998 - 2005
Job Vice President Human Resources Business Partner at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase 2009 - Present
JPMorgan Chase 2011 - 2013
JPMorgan Chase 2009 - 2011
BMW Financial Services 2007 - 2009
CheckFree Corp. 2005 - 2007
BISYS 1998 - 2005
Skills
Performance Management, Employee Relations, Human Resources, Recruiting, Onboarding, Succession Planning, Organizational..., Training, Personnel Management, Interviews, Leadership, Change Management
Education
The Ohio State University
BA
JPMorgan Chase 2009 - Present
JPMorgan Chase 2011 - 2013
JPMorgan Chase 2009 - 2011
BMW Financial Services 2007 - 2009
CheckFree Corp. 2005 - 2007
BISYS 1998 - 2005
Skills
Performance Management, Employee Relations, Human Resources, Recruiting, Onboarding, Succession Planning, Organizational..., Training, Personnel Management, Interviews, Leadership, Change Management
Education
The Ohio State University
BA
Charles McWilliams's BISYS Experience May 2001 - August 2005
Job Agile Software Manager at PAN Performance Assessment Network
Industry Information Technology and Services
Experience
PAN - Performance Assessment Network June 2012 - Present
PAN - Performance Assessment Network August 2005 - June 2012
BISYS May 2001 - August 2005
Whittman-Hart / marchFIRST March 2000 - April 2001
Praxair July 1998 - March 2000
Electronic Data Systems August 1996 - July 1998
Electronic Data Systems May 1995 - July 1996
Skills
C#, SDLC, Database Design, HTML, Java, Microsoft SQL Server, .NET, Web Development, Business Intelligence, Project Management, jQuery, Agile Methodologies, Web Services, SSRS, Web Applications, ASP.NET, SQL, HTML 5, Requirements Analysis, IIS, Visual Studio, UML, T-SQL, VB.NET, Program Management, ASP, Oracle, Scrum, MVC, Visual Basic, SharePoint, Visio, YUI, Software Development, XML, WCF, SaaS, AJAX, CSS, Business Analysis, JavaScript, Quality Assurance, WPF, ASP.NET MVC, SOA, Databases, JSON, Architecture, Process Improvement, Software Project...
Education
Purdue University 1990 — 1995
B.S., Computer Information Systems
PAN - Performance Assessment Network June 2012 - Present
PAN - Performance Assessment Network August 2005 - June 2012
BISYS May 2001 - August 2005
Whittman-Hart / marchFIRST March 2000 - April 2001
Praxair July 1998 - March 2000
Electronic Data Systems August 1996 - July 1998
Electronic Data Systems May 1995 - July 1996
Skills
C#, SDLC, Database Design, HTML, Java, Microsoft SQL Server, .NET, Web Development, Business Intelligence, Project Management, jQuery, Agile Methodologies, Web Services, SSRS, Web Applications, ASP.NET, SQL, HTML 5, Requirements Analysis, IIS, Visual Studio, UML, T-SQL, VB.NET, Program Management, ASP, Oracle, Scrum, MVC, Visual Basic, SharePoint, Visio, YUI, Software Development, XML, WCF, SaaS, AJAX, CSS, Business Analysis, JavaScript, Quality Assurance, WPF, ASP.NET MVC, SOA, Databases, JSON, Architecture, Process Improvement, Software Project...
Education
Purdue University 1990 — 1995
B.S., Computer Information Systems
Donna Marder, CLU's BISYS Experience 2004 - 2007
Job Vice President Carrier Relations at Crump Life Insurance Services
Industry Insurance
Experience
Crump Life Insurance Services November 2009 - Present
Crump Life Insurance Services July 2007 - November 2009
BISYS 2004 - 2007
Underwriters Service Agency (USA) 1977 - 2004
Skills
Fixed Annuities, Insurance, Life Insurance, Underwriting, Series 63, Marketing, Mutual Funds, Strategic Planning, New Business Development, Financial Planners, Retirement Planning, Marketing Strategy, Term Life Insurance, Long-term Care, Disability Insurance
Education
Park University 1970 — 1973
English
Westwood High School 1963 — 1966
Crump Life Insurance Services November 2009 - Present
Crump Life Insurance Services July 2007 - November 2009
BISYS 2004 - 2007
Underwriters Service Agency (USA) 1977 - 2004
Skills
Fixed Annuities, Insurance, Life Insurance, Underwriting, Series 63, Marketing, Mutual Funds, Strategic Planning, New Business Development, Financial Planners, Retirement Planning, Marketing Strategy, Term Life Insurance, Long-term Care, Disability Insurance
Education
Park University 1970 — 1973
English
Westwood High School 1963 — 1966
John McMillin's BISYS Experience March 2001 - August 2002
Job CFO / General Counsel
Industry Wholesale
Experience
Cal-State Auto Parts, Inc. April 2007 - Present
The Law Office of John F. McMillin December 2005 - Present
BISYS March 2001 - August 2002
Morgan Stanley June 2000 - March 2001
Skills
Investments, Risk Management, Due Diligence, Contract Negotiation, Mergers & Acquisitions, Finance, Mergers
Education
The Ohio State University Moritz College of Law 2002 — 2005
JD
The Ohio State University 1995 — 2000
BSBA
Cal-State Auto Parts, Inc. April 2007 - Present
The Law Office of John F. McMillin December 2005 - Present
BISYS March 2001 - August 2002
Morgan Stanley June 2000 - March 2001
Skills
Investments, Risk Management, Due Diligence, Contract Negotiation, Mergers & Acquisitions, Finance, Mergers
Education
The Ohio State University Moritz College of Law 2002 — 2005
JD
The Ohio State University 1995 — 2000
BSBA
Marc Brunner, CPA's BISYS Experience October 2001 - June 2004
Job Manager, Financial Planning and Analysis
Industry Retail
Experience
Limited Brands, Inc. May 2010 - Present
Rocky Brands, Inc. October 2008 - May 2010
Nationwide Insurance September 2007 - October 2008
Limited Brands May 2004 - September 2007
BISYS October 2001 - June 2004
PricewaterhouseCoopers January 1998 - October 2001
Skills
Corporate Finance, Financial Analysis, Financial Modeling, Forecasting, International Business, International Project..., Budget Management, Capital Budgeting, Project Analysis, Headcount Reporting, Headcount Management, Auditing, Internal Audit, Financial Reporting, Sarbanes-Oxley Act, Accounting, Internal Controls, CPA, General Ledger, Tax, Financial Accounting, SAP, SEC filings
Education
Ohio University 1994 — 1998
BBA, Accounting
Limited Brands, Inc. May 2010 - Present
Rocky Brands, Inc. October 2008 - May 2010
Nationwide Insurance September 2007 - October 2008
Limited Brands May 2004 - September 2007
BISYS October 2001 - June 2004
PricewaterhouseCoopers January 1998 - October 2001
Skills
Corporate Finance, Financial Analysis, Financial Modeling, Forecasting, International Business, International Project..., Budget Management, Capital Budgeting, Project Analysis, Headcount Reporting, Headcount Management, Auditing, Internal Audit, Financial Reporting, Sarbanes-Oxley Act, Accounting, Internal Controls, CPA, General Ledger, Tax, Financial Accounting, SAP, SEC filings
Education
Ohio University 1994 — 1998
BBA, Accounting
Tony Schoen's BISYS Experience 2004 - 2005
Job Associate at Faruki Ireland & Cox
Industry Law Practice
Experience
Faruki Ireland & Cox AssociateFaruki Ireland and Cox P.L.L.2008 - Present
BISYS 2004 - 2005
Banc of America Securities 2000 - 2002
Education
The Ohio State University Moritz College of Law 2005 — 2008
JD
Ohio University 1996 — 2000
BA, Finance and Business Law
Alter High School
Faruki Ireland & Cox AssociateFaruki Ireland and Cox P.L.L.2008 - Present
BISYS 2004 - 2005
Banc of America Securities 2000 - 2002
Education
The Ohio State University Moritz College of Law 2005 — 2008
JD
Ohio University 1996 — 2000
BA, Finance and Business Law
Alter High School
Frank Gagliardi's BISYS Experience July 1998 - October 2008
Job Sr IT Operations Specialist at Ascensus formerly Bisys
Industry Information Technology and Services
Richard Muse's BISYS Experience January 1989 - November 2003
Job Owner, automotive solutions
Industry Automotive
Experience
Automotive Solutions July 2003 - Present
BISYS January 1989 - November 2003
Skills
Payroll, Coaching, Leadership, Bookkeeping, Time Management, Small Business, Customer Service, Employee Benefits, Team Building, Business Planning, Customer Satisfaction, Purchasing, Automotive, Mentoring
Education
Louisiana Tech University 1971 — 1975
BSME, Mechanical Engineering
Automotive Solutions July 2003 - Present
BISYS January 1989 - November 2003
Skills
Payroll, Coaching, Leadership, Bookkeeping, Time Management, Small Business, Customer Service, Employee Benefits, Team Building, Business Planning, Customer Satisfaction, Purchasing, Automotive, Mentoring
Education
Louisiana Tech University 1971 — 1975
BSME, Mechanical Engineering
Kristin Mehling's BISYS Experience June 2001 - November 2004
Job Merchandise Planner at Tween Brands
Industry Retail
Experience
Tween Brands December 2013 - Present
Tween Brands October 2012 - December 2013
Tween Brands June 2011 - October 2012
Tween Brands October 2010 - June 2011
Tween Brands September 2006 - October 2010
Tween Brands July 2005 - September 2006
Tween Brands November 2004 - July 2005
BISYS June 2001 - November 2004
Skills
Merchandise Planning, Inventory Management, Forecasting, Microsoft Word, Analysis, Open to Buy Management, Microsoft Excel, Retail, Strategic Planning, Merchandising, Apparel, Trend Analysis, Assortment, Management, Profit, Sales, Time Management, Retail Sales, Driving Results, Trend Forecasting, POS, Fashion, Inventory Control, Product Assortment..., New Store Openings
Education
Ohio University 1997 — 2001
BBA, Finance, International Business
Tween Brands December 2013 - Present
Tween Brands October 2012 - December 2013
Tween Brands June 2011 - October 2012
Tween Brands October 2010 - June 2011
Tween Brands September 2006 - October 2010
Tween Brands July 2005 - September 2006
Tween Brands November 2004 - July 2005
BISYS June 2001 - November 2004
Skills
Merchandise Planning, Inventory Management, Forecasting, Microsoft Word, Analysis, Open to Buy Management, Microsoft Excel, Retail, Strategic Planning, Merchandising, Apparel, Trend Analysis, Assortment, Management, Profit, Sales, Time Management, Retail Sales, Driving Results, Trend Forecasting, POS, Fashion, Inventory Control, Product Assortment..., New Store Openings
Education
Ohio University 1997 — 2001
BBA, Finance, International Business
Lou Fiumara's BISYS Experience 2000 - 2003
Job Vice President Foresters Financial Services
Industry Financial Services
Experience
Foresters Financial Services September 2003 - Present
BISYS 2000 - 2003
Alliance Capital Management 1987 - 2000
Education
Montclair State University 1983 — 1987
BS, Finance
Foresters Financial Services September 2003 - Present
BISYS 2000 - 2003
Alliance Capital Management 1987 - 2000
Education
Montclair State University 1983 — 1987
BS, Finance
James Simonton's BISYS Experience 1992 - 2001
Job Owner at Joy Investments Inc.
Industry Real Estate
Experience
American Casa Ventures L.P. August 2005 - Present
Ke Pasa Ventures LLC August 2005 - Present
Joy Investments Inc. April 1997 - Present
BISYS 1992 - 2001
First City Bank 1983 - 1991
Geo Vann 1983 - 1984
Education
Lamar University 1975 — 1978
BBA, Accounting
American Casa Ventures L.P. August 2005 - Present
Ke Pasa Ventures LLC August 2005 - Present
Joy Investments Inc. April 1997 - Present
BISYS 1992 - 2001
First City Bank 1983 - 1991
Geo Vann 1983 - 1984
Education
Lamar University 1975 — 1978
BBA, Accounting
John Endriss's BISYS Experience April 2003 - April 2005
Job Director of Advanced Markets at NLEC
Industry Insurance
Experience
NLEC April 2005 - Present
BISYS April 2003 - April 2005
The Dempsey Companies March 2001 - May 2003
New England Financial October 1997 - March 2001
Endriss & Associates August 1985 - September 1997
Skills
Certified Financial..., Certified Estate Planner, Charter Financial..., Charter Life Underwriter, Registrered Employee..., Regististed Health..., Life Underwriting..., Series 24, Series 7, Series 6, Series 65, Series 63, Life Insurance, Retirement, Insurance, Employee Benefits, Disability Insurance, Long-term Care, Fixed Annuities, Retirement Planning, Securities, Variable Annuities, Variable Life, Wealth, Wealth Management
Education
University of South Florida 1983 — 1985
Manatee Community College 1981 — 1983
AA
NLEC April 2005 - Present
BISYS April 2003 - April 2005
The Dempsey Companies March 2001 - May 2003
New England Financial October 1997 - March 2001
Endriss & Associates August 1985 - September 1997
Skills
Certified Financial..., Certified Estate Planner, Charter Financial..., Charter Life Underwriter, Registrered Employee..., Regististed Health..., Life Underwriting..., Series 24, Series 7, Series 6, Series 65, Series 63, Life Insurance, Retirement, Insurance, Employee Benefits, Disability Insurance, Long-term Care, Fixed Annuities, Retirement Planning, Securities, Variable Annuities, Variable Life, Wealth, Wealth Management
Education
University of South Florida 1983 — 1985
Manatee Community College 1981 — 1983
AA
Martin Dean's BISYS Experience October 1996 - June 2005
Job Senior ERP Project Manager at Ciber
Industry Information Technology and Services
Experience
Ciber August 2015 - Present
HealthPlan Services March 2013 - July 2015
SCI Companies September 2009 - March 2013
Catalina Marketing December 2008 - August 2009
Richland Towers January 2008 - October 2008
P.A.M. Inc January 2006 - October 2007
Pender Newkirk & Company July 2005 - January 2006
BISYS October 1996 - June 2005
Arthur Andersen LLP September 1994 - June 1995
Skills
Business Analysis, Project Management, PMP, Process Improvement, Vendor Management, Leadership, Business Intelligence, Management, SDLC, Project Planning, Enterprise Software, Information Technology, Strategy, Software Implementation, Team Building, Lawson HRIS, Team Management, Requirements Analysis, IT Management, Clarizen, MS Project, Data Center, Business Process..., ERP, Software Development, PMO, Consulting, Software Documentation, Project Portfolio..., Software Lifecycle..., Visio, HRIS, CRM, New Client..., Microsoft Office, SQL, Outsourcing, Microsoft Project, VPMi PM Software, CA Clarity
Education
DeVry University
BS, Information Technology
Ohio University
BBA, Accounting
Ciber August 2015 - Present
HealthPlan Services March 2013 - July 2015
SCI Companies September 2009 - March 2013
Catalina Marketing December 2008 - August 2009
Richland Towers January 2008 - October 2008
P.A.M. Inc January 2006 - October 2007
Pender Newkirk & Company July 2005 - January 2006
BISYS October 1996 - June 2005
Arthur Andersen LLP September 1994 - June 1995
Skills
Business Analysis, Project Management, PMP, Process Improvement, Vendor Management, Leadership, Business Intelligence, Management, SDLC, Project Planning, Enterprise Software, Information Technology, Strategy, Software Implementation, Team Building, Lawson HRIS, Team Management, Requirements Analysis, IT Management, Clarizen, MS Project, Data Center, Business Process..., ERP, Software Development, PMO, Consulting, Software Documentation, Project Portfolio..., Software Lifecycle..., Visio, HRIS, CRM, New Client..., Microsoft Office, SQL, Outsourcing, Microsoft Project, VPMi PM Software, CA Clarity
Education
DeVry University
BS, Information Technology
Ohio University
BBA, Accounting
John Sarto's BISYS Experience July 1998 - August 2001
Job President Third Millennium Consulting
Industry Banking
Experience
Old Second National Bank September 2005 - June 2012
Pinnacle Financial Strategies November 2001 - June 2005
BISYS July 1998 - August 2001
First Bank of Oak Park January 1988 - July 1997
Skills
Customer Relations, Banking, Customer Service, Budgeting, Process Improvement, Change Management, Strategic Planning, Operations Management, Financial Analysis, Team Management, Business Process..., Performance Management, Team Building, Project Planning, Leadership Development, Organizational..., Excel
Education
Rockford University 1967 — 1970
Accounting
Old Second National Bank September 2005 - June 2012
Pinnacle Financial Strategies November 2001 - June 2005
BISYS July 1998 - August 2001
First Bank of Oak Park January 1988 - July 1997
Skills
Customer Relations, Banking, Customer Service, Budgeting, Process Improvement, Change Management, Strategic Planning, Operations Management, Financial Analysis, Team Management, Business Process..., Performance Management, Team Building, Project Planning, Leadership Development, Organizational..., Excel
Education
Rockford University 1967 — 1970
Accounting
Toni Rice's BISYS Experience August 1997 - July 2002
Job Sr. Case Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2006 - Present
NJL&C 2002 - 2006
BISYS August 1997 - July 2002
David MacGregor & Company 2000 - 2002
Skills
Microsoft Office, Customer Service, Insurance, Microsoft Word, Public Speaking, Retirement Planning, PowerPoint, Microsoft Excel, Life Insurance, Outlook
Education
Shippensburg University of Pennsylvania 1984 — 1989
Public Administration
Shippensburg University of Pennsylvania 1984 — 1989
Public Administration
Merrill Lynch September 2006 - Present
NJL&C 2002 - 2006
BISYS August 1997 - July 2002
David MacGregor & Company 2000 - 2002
Skills
Microsoft Office, Customer Service, Insurance, Microsoft Word, Public Speaking, Retirement Planning, PowerPoint, Microsoft Excel, Life Insurance, Outlook
Education
Shippensburg University of Pennsylvania 1984 — 1989
Public Administration
Shippensburg University of Pennsylvania 1984 — 1989
Public Administration
Margaret Bragg's BISYS Experience 1997 - 2005
Job SVP Sales
Industry Financial Services
Experience
RegEd September 2005 - Present
BISYS 1997 - 2005
Skills
Management, Leadership, Business Strategy, New Business Development, Sales Management, Contract Negotiation, Strategic Planning, CRM, FINRA, Enterprise Software, Business Development, Business Analysis, Sales, Financial Services..., Financial Services, Risk Management, Insurance, Process Improvement, Securities, Series 7
Education
Louisiana State University
University of New Orleans
Bachelor's Degree, Business Administration and Management, General
RegEd September 2005 - Present
BISYS 1997 - 2005
Skills
Management, Leadership, Business Strategy, New Business Development, Sales Management, Contract Negotiation, Strategic Planning, CRM, FINRA, Enterprise Software, Business Development, Business Analysis, Sales, Financial Services..., Financial Services, Risk Management, Insurance, Process Improvement, Securities, Series 7
Education
Louisiana State University
University of New Orleans
Bachelor's Degree, Business Administration and Management, General
John-Paul Black's BISYS Experience December 2005 - March 2007
Job Assistant Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch April 2007 - Present
BISYS December 2005 - March 2007
Skills
Project Management, Fixed Income, Microsoft Office, Wealth Management, Retirement Planning, Asset Management, Microsoft Excel, Analysis, Sales, Microsoft Word, Financial Advisory, Portfolio Management, Retirement, Investments, Financial Services
Education
New Jersey Institute of Technology 2003 — 2005
BS, Business Administration and Management, General
Bank of America Merrill Lynch April 2007 - Present
BISYS December 2005 - March 2007
Skills
Project Management, Fixed Income, Microsoft Office, Wealth Management, Retirement Planning, Asset Management, Microsoft Excel, Analysis, Sales, Microsoft Word, Financial Advisory, Portfolio Management, Retirement, Investments, Financial Services
Education
New Jersey Institute of Technology 2003 — 2005
BS, Business Administration and Management, General
Camille Marchi's BISYS Experience 1997 - 2000
Job Designer Kitchen Design Sales
Industry Design
Experience
new opporunities April 2012 - Present
Random House, Inc. March 2002 - June 2011
BISYS 1997 - 2000
Skills
Publishing, Online Advertising, Advertising, Social Media, Account Management, Digital Strategy, Social Media Marketing, Email Marketing, Direct Marketing, Marketing Strategy, Copywriting, Marketing, B2B, Lead Generation, New Business Development, Books, Online Publishing
Education
New Mexico State University
new opporunities April 2012 - Present
Random House, Inc. March 2002 - June 2011
BISYS 1997 - 2000
Skills
Publishing, Online Advertising, Advertising, Social Media, Account Management, Digital Strategy, Social Media Marketing, Email Marketing, Direct Marketing, Marketing Strategy, Copywriting, Marketing, B2B, Lead Generation, New Business Development, Books, Online Publishing
Education
New Mexico State University
Jacki Taylor's BISYS Experience September 1998 - September 2001
Job Owner Massage Heights Friendswood at Massage Heights
Industry Health, Wellness and Fitness
Experience
Massage Heights March 2012 - Present
Ellwood Texas Forge July 2004 - October 2010
BISYS September 1998 - September 2001
Skills
Finance, IT, Customer..., Business Development, Customer Service, Entrepreneurship, Finance, Franchise Consulting, Franchising, Leadership, Marketing, Marketing Strategy, New Business Development, Sales, Small Business, Social Media Marketing, Start-ups, Swedish
Education
San Jacinto College
UHCLC
Finance
Massage Heights March 2012 - Present
Ellwood Texas Forge July 2004 - October 2010
BISYS September 1998 - September 2001
Skills
Finance, IT, Customer..., Business Development, Customer Service, Entrepreneurship, Finance, Franchise Consulting, Franchising, Leadership, Marketing, Marketing Strategy, New Business Development, Sales, Small Business, Social Media Marketing, Start-ups, Swedish
Education
San Jacinto College
UHCLC
Finance
Alycia Kidd's BISYS Experience 2003 - 2005
Job Director of Consulting at Ebix
Industry Insurance
Experience
Ebix September 2015 - Present
MetLife 2013 - September 2015
MetLife 2011 - 2013
MetLife 2008 - 2011
MetLife 2006 - 2008
MetLife 2005 - 2006
BISYS 2003 - 2005
Skills
Operations Management, Team Building, Change Management, Project Management, Underwriting, Innovation Management, Client Services, Process Improvement, Staff Development, Reporting & Analysis, Cost Containment, Workflow Management, Cost Accounting, Strategic Planning, Employee Training, Financial Services, Team Management, Leadership, Business Process, Executive Management, Insurance, Reinsurance, Life Insurance, Management, Training
Education
Manchester Community College
Business Administration and Management, General
The Academy of Life Underwriting
Ebix September 2015 - Present
MetLife 2013 - September 2015
MetLife 2011 - 2013
MetLife 2008 - 2011
MetLife 2006 - 2008
MetLife 2005 - 2006
BISYS 2003 - 2005
Skills
Operations Management, Team Building, Change Management, Project Management, Underwriting, Innovation Management, Client Services, Process Improvement, Staff Development, Reporting & Analysis, Cost Containment, Workflow Management, Cost Accounting, Strategic Planning, Employee Training, Financial Services, Team Management, Leadership, Business Process, Executive Management, Insurance, Reinsurance, Life Insurance, Management, Training
Education
Manchester Community College
Business Administration and Management, General
The Academy of Life Underwriting
Clay Chamberlain's BISYS Experience January 2001 - April 2003
Job Sales Executive at Symitar
Industry Computer Software
Experience
Symitar April 2003 - Present
BISYS January 2001 - April 2003
eFunds May 1993 - January 2001
Deluxe Corporation September 1988 - May 1993
Education
The University of Memphis 1982 — 1987
Finance, General
Symitar April 2003 - Present
BISYS January 2001 - April 2003
eFunds May 1993 - January 2001
Deluxe Corporation September 1988 - May 1993
Education
The University of Memphis 1982 — 1987
Finance, General
Ray Leavitt's BISYS Experience April 2002 - May 2004
Job Financial Services Professional
Industry Financial Services
Experience
Ally Financial Inc. 2006 - 2013
BISYS April 2002 - May 2004
Hudson United Bank July 2000 - March 2002
TIAA-CREF 1986 - 2002
Skills
Contact Centers, Customer Service, Customer Satisfaction, Financial Services, Banking, Risk Management, Relationship Management, Financial Modeling, Investments, Strategic Financial..., Equities, Insurance, Financial Risk, Customer Retention, Customer Insight, Customer Experience, Process Improvement, Training, Portfolio Management, Capital Markets, Credit Risk, Finance, Credit Analysis, Financial Analysis, Mortgage Lending, Credit, Fixed Income
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (BA), Communications
Ally Financial Inc. 2006 - 2013
BISYS April 2002 - May 2004
Hudson United Bank July 2000 - March 2002
TIAA-CREF 1986 - 2002
Skills
Contact Centers, Customer Service, Customer Satisfaction, Financial Services, Banking, Risk Management, Relationship Management, Financial Modeling, Investments, Strategic Financial..., Equities, Insurance, Financial Risk, Customer Retention, Customer Insight, Customer Experience, Process Improvement, Training, Portfolio Management, Capital Markets, Credit Risk, Finance, Credit Analysis, Financial Analysis, Mortgage Lending, Credit, Fixed Income
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (BA), Communications
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY