BISYS Company
Industry: Company
DescriptionFounded: 1993 Parent organizations: Citigroup, CITIBANK OVERSEAS INVESTMENT CORP
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BISYS Employees
MedPartners Health Information Management January 2009 - Present
Homeless Coalition of Hillsborough County September 2008 - September 2013
MedPartners HIM April 2007 - January 2009
BISYS 2000 - 2003
United States Army September 1994 - October 1996
United States Army May 1993 - September 1994
Skills
Healthcare, Hospitals, Recruiting, Leadership, Fundraising, Non-profits, Health Information..., Revenue Cycle, Medical Coding, EHR, HIPAA, Healthcare Information..., CPT, EMR, Medicare, Healthcare Management, Medical Records, Medical Terminology, Meditech, Epic Systems, Clinics, Radiology, Managed Care, Physicians, ICD-9, Nonprofits, Healthcare Consulting, Reliability, Networking, Software Documentation, Credentialing, Medical Billing, Cerner, Healthcare Industry, Practice Management, Medical Compliance, Medicaid, Informatics, Revenue Cycle Management
Education
University of South Florida 2009 — 2013
Public Health
Scivantage 2014 - Present
Procurian (now part of Accenture) 2012 - 2014
InvestorForce 2009 - 2012
Albridge Solutions 2008 - 2009
Albridge Solutions 2006 - 2008
Albridge Solutions 2005 - 2006
BISYS 2001 - 2004
SunGard 1997 - 2001
SunGard 1993 - 1997
Skills
SDLC, Product Management, SaaS, IT Strategy, Business Intelligence, Business Analysis, Strategy, Enterprise Software, Financial Services, Vendor Management, Integration, Program Management, Data Warehousing, Business Process, Process Improvement, Project Management, Outsourcing, CRM, Software Project..., Management, Agile Methodologies, Consulting, Software Development, Leadership, Oracle, Professional Services
Education
University College London, U. of London
Bachelor of Engineering, Mechanical Engineering
Stratford School
ADD Management Group, LLC July 2007 - Present
BISYS May 2005 - July 2007
Community Preservation Corporation January 2005 - May 2005
Hunter Public Relations September 2002 - July 2004
Vorhaus & Company Inc. September 2001 - May 2002
New York Mercantile Exchange June 2001 - August 2001
95.5 WPLJ June 2000 - August 2000
Education
Vassar College 1998 — 2002
Psychology, Linguistics
UCL 2000 — 2001
Linguistics, Psychology
University of Notre Dame September 2013 - Present
NAFSA Region VI January 2014 - Present
Indiana University Purdue University Indianapolis January 2012 - August 2013
Indiana University Purdue University Indianapolis July 2005 - January 2012
Indiana University Purdue University Indianapolis July 2004 - July 2005
Bisys July 2000 - July 2004
Skills
Student Affairs, Student Development, Higher Education, Admissions, International Education, Higher Education..., Program Development, Community Outreach, Enrollment Management, Student Recruiting, Research, Teacher Training, Recruiting, International Relations, Social Justice, Curriculum Design, Academic Writing
Education
Indiana University 2007 — 2011
MS, Higher Education Student Affairs
University of Evansville 1995 — 1999
BA, Political Science and International Studies
Harlaxton College (Semester Abroad) 1997 — 1997
National Western Life December 2003 - Present
BISYS 2003 - 2003
Capital Synergies 2001 - 2003
ING 1997 - 2001
Paul Revere Insurance Company 1983 - 1986
Skills
Annuity, Annuities, Insurance, Retirement Planning, Sales Management, Marketing Strategy, Fixed Annuities, Variable Annuities, Training, Marketing, Account Management, Disability Insurance, Strategic Planning, Management, Direct Marketing, Business Strategy, Marketing Communications, Underwriting, Retirement, Leadership, Long-term Care, Life Insurance, Sales, New Business Development
Education
University of Massachusetts, Amherst 1978 — 1982
Bachelor of Arts (B.A.), Political Science/Economics
Clinton High School 1974 — 1978
SuccessFactors, an SAP Company June 2013 - Present
New World Systems August 2012 - June 2013
Vertafore / Kaplan / BISYS December 2002 - June 2012
Vertafore November 2011 - May 2012
Kaplan Professional February 2010 - October 2011
Kaplan Compliance Solutions July 2008 - January 2010
Kaplan Compliance Solutions January 2008 - June 2008
Kaplan Financial April 2005 - December 2007
BISYS December 2002 - April 2005
So Smart! Productions September 2001 - November 2002
Skills
SaaS, Strategic Planning, Team Building, Product Management, Insurance, Sales Management, Sales Process, Business Strategy, Account Management, Business Development, Sales, Cross-functional Team..., CRM, Solution Selling, Team Leadership, Enterprise Software, Contract Negotiation, New Business Development, Leadership, BPO, Marketing Strategy, Securities, Financial Services, Outsourcing, Process Improvement, Mergers & Acquisitions, Direct Sales, Selling, Business Analysis, Marketing, Lead Generation, Competitive Analysis, Sales Operations, Training, ERP, B2B, Salesforce.com, Start-ups, Executive Management, Vendor Management, Professional Services, Go-to-market Strategy, Management, Cloud Computing, Strategic Partnerships, Business Process..., Change Management, Strategy
Education
University of Nevada-Las Vegas 1994 — 1998
Business Administrations
Comcast March 2012 - Present
Berkshire Hathaway HomeServices January 2003 - Present
Barclaycard November 2007 - March 2012
Barclaycard February 2005 - November 2007
BISYS May 1994 - September 2002
Marshall & Stevens May 1978 - May 1984
Pennsylvania Hospital May 1972 - May 1978
Skills
Automation, Program Management, Project Management, Vendor Management, Business Analysis, Process Improvement, Call Center, Analysis, Budgets, Business Process..., CRM, Call Centers, Change Management, Contract Negotiation, Cross-functional Team..., Customer Service, Data Center, Disaster Recovery, ITIL, Information Technology, Integration, Leadership, Management, Negotiation, Project Delivery, Project Planning, Quality Assurance, Risk Management, SDLC, Sales, Security, Service Delivery, Software Documentation, Strategic Planning, System Administration, Team Building, Team Leadership, Telecommunications, Visio, VoIP
Education
University of Pennsylvania - The Wharton School 1967 — 1980
BBA, Management
Trenton High School 1964 — 1967
Fidelity National Information Services July 2009 - Present
MycoGreen July 2007 - July 2009
Balance Innovations August 2006 - August 2007
Open Solutions 2006 - 2007
Bisys September 1996 - September 2006
OKRA Marketing June 1995 - July 1996
Experian QAS UK January 1993 - July 1996
United Savings Bank June 1985 - July 1988
First National Bank 1982 - 1985
Skills
Management, Leadership, Contract Negotiation, Sales, Budgets, Vendor Management, Financial Services, Banking, Business Analysis, Product Management, Process Improvement, Risk Management, Account Management, Business Development, Solution Selling, CRM, Strategy, Sales Management, Business Strategy, Executive Management, Outsourcing, Salesforce.com, Strategic Partnerships, Business Process...
Education
University of Oklahoma 1971 — 1975
MA, American History (United States)
University of Oklahoma 1966 — 1969
BA, History
Putnam City HS 1962 — 1966
Citrix Systems March 2012 - Present
CommVault September 2010 - March 2012
Citrix Systems November 2007 - September 2010
Verizon Business January 2003 - November 2007
Verizon Enterprise Solutions Group April 1999 - December 2002
BISYS 1997 - 1999
Merisel 1996 - 1997
Skills
Virtualization, Storage, Load Balancing, Cloud Computing, WAN Optimization, Data Security, Application Security, Enterprise Mobility, Data Center, Territory Management, Solution Selling, WAN Optimisation, Infrastructure, Disaster Recovery, Networking, VPN, Security, Enterprise Software, Account Management, Citrix, Cisco Technologies, LAN-WAN, MPLS, Network Security, SaaS, Optical Fiber, Managed Services, Storage Area Networks
Education
University of Massachusetts, Amherst 1989 — 1994
BS, Sport Management
PwC July 2013 - Present
PwC July 2007 - June 2013
Deloitte Tax April 2006 - July 2007
ProFund Advisors LLC April 2005 - April 2006
BISYS September 2002 - April 2005
Skills
Taxation of Regulated..., Alternative Investment..., Alternative Investments, Fund Of Funds, Asset Management, Asset Managment, SEC filings, Mutual Funds, Tax Law, Big 4, Income Tax, Tax Accounting, Corporate Tax, Hedge Funds, International Tax, Tax, Investment Companies, Partnership Taxation, Tax Research, Tax Advisory
Education
University of Florida 1993 — 1998
BSAC, MACC, Accounting
DBA Angelico Media 2014 - Present
Infinity Insurance 2006 - October 2014
Vertis Communications 2001 - 2005
BISYS 1997 - 2000
Digital Training Sciences Corporation 1994 - 1997
Skills
Graphics, Graphic Design, Multimedia, Adobe Creative Suite, Photoshop, HTML, Web Development, InDesign, Photography, Adobe Muse, Dreamweaver, Adobe Acrobat, Illustrator, Logo Design, Flash Animation, Web Design, 3D Studio Max, Corel Draw, Mac OS, Windows, Microsoft Office, Social Media, Typography
Education
University of Montevallo 1989 — 1993
Bachelor of Arts (BA), Mass Communication/Media Studies
JM Financial and Accounting Services 2005 - Present
Quest Securities, Inc 2008 - Present
The Gathering Inn 2011 - 2012
WEPS 2005 - 2012
BISYS 2001 - 2005
CIAD 1998 - 2001
Skills
Retirement, Fixed Annuities, Retirement Planning, Life Insurance, Investment Strategies, Mutual Funds, IRAs, Long-term Care, Income Planning, Licensed Life & Health..., Financial Goals, Assest Protection
Education
University of Michigan-Dearborn
Q2ebanking April 2015 - Present
Q2ebanking 2011 - Present
Q2ebanking 2010 - 2011
Open Solutions September 2005 - November 2009
BISYS 1997 - 2006
Franklin Federal Bancorp 1990 - 1997
Skills
Project Management, Integration, Financial Services, Access, Web Development, Vendor Management, Relationship Management, Software Documentation, Business Analysis, Banking, Process Improvement, Risk Management, Product Management, Software Implementation, CRM, Financial Analysis, Salesforce.com, Executive Management, Account Management, SQL
Education
The University of Texas at Austin 1982 — 1990
Electrical Engineering, Economics, Computer Science
Integrated Legacy Solutions July 2013 - Present
Integrated Legacy Solutions April 2011 - Present
Jack Henry & Associates January 2004 - July 2012
ProfitStars April 1998 - July 2012
System Legacy Solutions Inc. 1999 - 2005
BISYS 1994 - 1998
Skills
Sales Management, Professional Networking, Sales Process, Banking, Account Management, New Business Development, Strategic Planning, Direct Sales, Business Development, Sales, Product Management, Salesforce.com, Payments, Solution Selling, Negotiation, Process Improvement, Budgets, Business Strategy, Payment Card Processing, Mergers, Risk Management, Vendor Management, Business Analysis, Project Management, Business Intelligence, Management, Business Networking, SaaS, Entrepreneurship, CRM, Executive Management, Mergers & Acquisitions, Selling, Sales Operations, Leadership, Lead Generation, Enterprise Software, Strategy, Start-ups, Strategic Partnerships, Sales Presentations, Professional Services, Cloud Computing, ACH, Financial Services, Disaster Recovery, Credit, Team Building
Education
University of Alabama at Birmingham 1992 — 1995
Computer Science, CIS
University of Alabama at Birmingham
Bachelor's degree, Computer Science
Wealth Management Systems, Inc. March 2013 - Present
S&P/Capital IQ Financial Communications October 2009 - November 2012
McGraw-Hill February 2007 - October 2009
Newbury Street Partners January 2003 - February 2007
Cyota January 2001 - January 2003
BISYS 1998 - 2001
Education
United States Naval Academy 1969 — 1973
Bachelor of Science (BS), Chemistry
Pexip August 2015 - Present
SMART Technologies May 2014 - April 2015
Mitel August 2012 - March 2014
Polycom 2007 - October 2012
Tandberg 2004 - 2007
Polycom April 2000 - March 2003
Bisys 1997 - 2000
Skills
Cloud Applications, Cloud Computing IaaS, Unified Communications, Video Conferencing, Telepresence, Telecommunications, VoIP, Tandberg, QoS, SIP Trunking, SIP, Sales Engineering, Managed Services, SaaS, MPLS, Enterprise Software, Hosted Services, ISDN, Network Design, Pre-sales, Wireless, Cloud Computing, Cisco Technologies, Telephony, IP, Channel Partners, Solution Selling, H.323
Education
University of Alabama 1985 — 1989
Self-employed November 2012 - Present
ADS Financial Services Solutions August 1998 - November 2012
BISYS June 1992 - August 1998
Skills
Business Analysis, SDLC, Financial Services, Banking, Management Consulting, Process Improvement, Vendor Management, Business Process..., Risk Management, Business Intelligence, Program Management, Project Management, Strategic Planning, Requirements Analysis, Requirements Gathering, Business Strategy, IT Strategy, Integration, Project Delivery, Analysis, Software Documentation, Project Portfolio..., Management, CRM, PMO
Education
University of Miami 1968 — 1973
Bachelor of Business Administration (BBA), Business
GS Marketing March 2011 - June 2012
GS Marketing February 2009 - March 2011
GS Marketing January 2007 - February 2009
GS Marketing March 2003 - December 2006
GS Marketing March 2001 - March 2003
GS Marketing November 1998 - March 2001
GS Marketing October 1996 - November 1998
EDS 1995 - 1996
Bisys January 1992 - August 1995
Skills
Direct Marketing, Marketing Communications, Digital Marketing, Integrated Marketing, Social Media Marketing, Email Marketing, Online Advertising, Marketing Strategy, Team Building, Project Management, Lead Generation, Analytics, Market Planning, Online Marketing, SEM, Direct Mail, Marketing Management, Strategic Planning, Management, Account Management, Customer Satisfaction, Product Marketing, Training, Competitive Analysis, Database Marketing, Business Process, Marketing, E-commerce
Education
University of Houston 1980 — 1984
BBA, Management Information Systems
World Financial Group (WFG) 2008 - 2009
Deep South Trucking Group November 2007 - June 2008
Deep South November 2007 - May 2008
BISYS July 2007 - November 2007
Infinity Insurance 2005 - 2007
Education
University of Phoenix 2004 — 2006
MBA, Business Administration/Global Management
Julie Schallhorn September 2012 - Present
PGCS April 2008 - May 2013
Millennium Technology Group August 2006 - April 2008
Bisys 2005 - 2006
BISYS December 2004 - July 2005
BISYS September 2002 - December 2004
BISYS April 2001 - September 2002
N-Soft of North America, Inc. June 1999 - April 2001
Skills
Business Analysis, Process Improvement, SQL, Project Management, Marketing, Financial Services, Microsoft Office, Team Leadership
Education
University of Notre Dame 1995 — 1999
BBA, Finance and Business Economics & CAPP
Lincoln Financial Group March 2007 - Present
Enfield Public School Board of Education November 2011 - November 2013
BISYS September 2002 - April 2007
Mass Mutual Insurance 1999 - 2002
Phoenix Life Insurance Company 1998 - 1999
Prudential Insurance 1996 - 1997
Skills
Underwriting, Insurance, Life Insurance, Term Life Insurance, Risk Management
Education
University of Hartford 1990 — 1994
Bachelor of Science (BS), Actuarial Science
Northeastern Banking Services Group November 2008 - October 2012
Northeastern Banking Services Group, LLC December 2008 - November 2009
Harland Financial Solutions December 2007 - November 2008
Fort Knox National Company February 2007 - October 2007
Metavante June 1991 - December 2006
Bisys 1988 - 1991
Skills
Territory Management, Market Share, Brand Awareness, Banking, Financial Services, Solution Selling, Salesforce.com, Payments, Electronic Payments, SaaS, Account Management, New Business Development, Sales, Sales Management, Product Management, Vendor Management, Strategic Partnerships, Strategic Planning, Business Strategy, Direct Sales, Business Development, Relationship Management, Outsourcing, Sales Process, Leadership, Negotiation, Management, Selling, Sales Operations, CRM, Strategy, Lead Generation, Enterprise Software, Business Analysis, Mergers & Acquisitions, Executive Management, Risk Management, Process Improvement, Cross-functional Team..., Management Consulting, Program Management, Sales Force Development
Education
University of Hartford 2004 — 2008
MSAT, Accounting and Taxation
University of Hartford 1972 — 1974
MBA, Finance
Woodforest National Bank May 2005 - Present
Hewlett-Packard 1996 - 2001
BISYS 1996 - 1996
Duke Energy 1988 - 1990
FGMC Mortgage Corporation 1986 - 1988
Chevron 1983 - 1986
Skills
B2B, Visio, Dreamweaver, Network Administration, Email Marketing, Analysis, Social Media Marketing, Business Analysis, Internal Communications, Marketing Strategy, HTML, Marketing Communications, Team Leadership, Product Marketing, Strategic Planning, Management, SharePoint, Product Management, Project Management, Vendor Management, Strategy, CRM, Leadership, Banking
Education
University of Houston
BBA, Management Information Systems
Milliman IntelliScipt July 2012 - Present
Accretive Health June 2007 - Present
BISYS 2000 - 2002
Euronet Worldwide 1994 - 2000
Arkansas Systems Inc ("ArkSys") 1994 - 2000
FIserv Inc. 1991 - 1994
IBM 1983 - 1991
Skills
Revenue Cycle Management, Revenue Cycle, Process Improvement, Payments, Strategic Planning, Strategic Partnerships, Healthcare Management, Business Development, Product Management, Sales, CRM, Marketing, Mergers & Acquisitions, Banking, Strategy, Reinsurance
Education
The University of Texas at Austin 1985 — 1988
MBA, MBA
University of Illinois at Urbana-Champaign 1978 — 1982
BS Industrial Engineering, Industrial Engineering
Infotel Systems, Inc. January 1994 - Present
IPC Technologies 1994 - 1995
BISYS 1990 - 1994
Skills
IT Management, Telecommunications, Billing Systems, Small Business, VoIP, LAN-WAN, Entrepreneurship, Team Building, New Business Development, Strategic Planning, Managed Services, Internet Services, Structured Cabling, Team Leadership, Social Media Marketing, Marketing Strategy, Sales Operations, Management, Customer Service
Education
University of Mary Washington 1980 — 1984
BS and BA, Business Administration and Historic Preservation
Marion Senior High School 1976 — 1980
State Street Global Advisors March 2012 - Present
State Street Global Advisors August 2010 - March 2012
DST Global Solutions 2005 - 2010
BISYS 2000 - 2005
Putnam Investments 1994 - 2000
Skills
Business Analysis, Requirements Analysis, SDLC, Requirements Gathering, Project Management, Integration, Financial Services, Software Project..., Asset Management, Vendor Management, Risk Management, Equities, Process Improvement, Management, Portfolio Management
Education
University of Massachusetts, Amherst 1987 — 1992
MetLife February 2014 - Present
AgencyONE June 2012 - July 2013
ASH Brokerage January 2010 - June 2012
Louis Kreisberg June 2006 - June 2009
AXA Network June 2003 - May 2006
BISYS April 1998 - June 2003
Skills
Business Analysis, Data Analysis, Insurance, Underwriting, Risk Management, Analysis, Relationship Management, Financial Analysis, Commissioning, Health Insurance, Series 6, Team Building, Customer Service, Property & Casualty..., Term Life Insurance, Financial Services, Account Management, CRM, Retirement, Training, Retirement Planning, Employee Benefits, Mutual Funds, Process Improvement, Brokers, Life Insurance, Leadership, Disability Insurance, Fixed Annuities, Financial Risk, Strategic Financial..., Project Management, Marketing, Long-term Care, Management, Finance, Business Development, Sales
Education
University of Pittsburgh 1993 — 1997
Bachelor of Arts (BA), Public Relations, Advertising, and Applied Communication
Apervita, Inc. January 2013 - Present
Apervita, Inc. August 2012 - Present
Camden Passage Association 2003 - Present
Bank of America March 2000 - August 2012
ABN AMRO July 1998 - February 2000
BISYS October 1997 - July 1998
Summit National Group and Webholders.com October 1995 - August 1997
Arthur Andersen June 1993 - October 1995
Skills
Fixed Income, Derivatives, Risk Management, Trading Systems, Enterprise Architecture, Capital Markets, Banking, SDLC, IT Strategy, Business Analysis, Electronic Trading, Agile Methodologies, Portfolio Management, Financial Risk, Financial Services, Strategy, Investments, Business Process, Management, Investment Banking, Leadership, SQL, Architecture, Architectures, Capital Management
Education
University of Illinois at Urbana-Champaign 1990 — 1994
MSCS, Computer Science
University of Illinois at Urbana-Champaign - College of Business 1990 — 1994
MBA, Business Administration
University of Illinois at Urbana-Champaign 1986 — 1990
LAS, Economics, History and Philosophy of
Schlarman High School 1982 — 1986
Catlin 1973 — 1982
Higher One October 2011 - Present
JP Morgan Chase September 2010 - September 2011
Franklin Templeton Group October 1998 - September 2009
Franklin Templeton Investments 1998 - September 2009
BISYS 1996 - 1998
Skills
Mutual Funds, Management, Financial Services, Banking, Relationship Management, Risk Management, Retirement, Business Analysis, Investments, Salesforce.com, Process Improvement, Asset Managment, Financial Analysis, Fixed Income, Vendor Management, Account Management, Securities, Project Management, Team Leadership, Customer Service, New Business Development, Strategic Planning, Portfolio Management, Sales, Selling, Asset Management
Education
University of Missouri-Columbia, College of Business 1986 — 1990
Bachelor of Science, Business Administration, Finance and Banking
GES May 2011 - October 2012
Valvoline Instant Oil Change March 2010 - April 2011
BISYS February 2008 - January 2010
RICS June 2006 - January 2008
National Interstate Insurance Company February 2001 - April 2006
Southern Heritage Insurance Company September 1997 - February 2001
Skills
Insurance
Education
University of Phoenix 2005 — 2014
Bachelor of Science (BS), Marketing/Marketing Management, General
Central Gwinnett High School
College Prep, College/University Preparatory and Advanced High School/Secondary Diploma Program
Open Solutions March 2006 - Present
BISYS September 1989 - March 2006
PSFS January 1986 - September 1989
Education
University of Pennsylvania - The Wharton School 1990 — 1993
Open Solutions December 1990 - Present
BISYS 1990 - Present
Skills
Banking, Business Analysis, Vendor Management, Financial Analysis, Risk Management, Process Improvement, Internet Banking, Equities, Relationship Management, Financial Services, SDLC, Software Project..., Business Process, Business Requirements
Education
Triton-College 1980 — 1981
University of Pittsburgh December 2013 - Present
Continuum August 2012 - December 2013
Apple October 2008 - December 2011
Unisys January 2006 - October 2008
Bisys August 2003 - September 2005
Motorola April 2000 - April 2002
Skills
Windows Server, Microsoft SQL Server, SQL, ITIL, Project Management, Data Center, Integration, Active Directory, IT Service Management, Virtualization, Solution Architecture, Business Analysis, Outsourcing, VMware, SDLC, Service Delivery, Cloud Computing, Enterprise Architecture, Program Management
Education
University of Pittsburgh 1991 — 1997
BA, Music; Writing
Sungard August 2005 - Present
Pyramid Digital Solutions July 2000 - August 2005
BISYS April 1997 - July 2000
Southern Computer Systems March 1993 - April 1997
Radix June 1990 - March 1993
Skills
C++, .NET, Java, Oracle SQL, Microsoft SQL Server, JavaScript, XML
Education
University of Alabama at Birmingham 1985 — 1990
BSEE, Digital Electronics, Microprocessor Specialty
Fiserv January 2013 - Present
Open Solutions March 2006 - January 2013
BISYS October 1996 - March 2006
Philadelphia American Life Insurance Company 1985 - 1996
Skills
Salesforce.com, SharePoint, Trade Shows, Marketing, Vendor Management, Financial Services, Strategic Planning, Event Management, Marketing Communications, CRM, Access, Product Management, Business Analysis, Competitive Analysis, Databases, Project Management, Customer Service, Relationship Management, Customer Satisfaction, Banking, Registration, Cvent, Silverpop Engage
Education
The University of Texas at San Antonio 1982 — 1983
Highlands High School 1978 — 1982
Bank of America Merrill Lynch June 2014 - Present
Castle Rock Innovations September 2012 - March 2013
ING June 2007 - December 2012
ING (formerly CitiStreet) April 2005 - May 2007
ING November 2003 - April 2005
BISYS 2000 - 2001
Merrill Lynch 1998 - 2000
Skills
401k, Mutual Funds, Series 6, Retirement, Customer Service, Defined Benefit, Customer Relations, FINRA Series 6, Asset Management, Sales, Relationship Management, Financial Services, Financial Advisory
Education
University of Hartford 1987 — 1991
B.A., Mass Communications
Citi January 2000 - Present
BISYS 2000 - 2007
Seligman Data Corp 1997 - 2000
US Trust Company 1986 - 1996
Skills
Strategy, Asset Managment, Management, Big Brother, Due Diligence, Asset Management, Business Analysis, Relationship Management, Trading, Hedge Funds, Series 7, Fixed Income, Sales, Operations Management, Process Improvement, Investments, Portfolio Management, Business Strategy, Equities, Mutual Funds, Securities, Business Development, Alternative Investments, Risk Management, Wealth Management, Financial Services
Education
New York University - Leonard N. Stern School of Business 1984 — 1990
MBA, Strategic Marketing
United States Merchant Marine Academy 1979 — 1983
B.S., Marine Transportation
3D Asset Management June 2012 - Present
WisdomTree Asset Management September 2007 - June 2012
BISYS 2005 - 2007
GoldK 2000 - 2005
Doeren Mayhew 1998 - 2000
Skills
Series 7, Alternative Investments, ETFs, Asset Allocation, Investment Advisory, Asset Managment, Financial Services, Asset Management, 401k, Retirement Planning, Mutual Funds, Retirement, Investments, Series 63, 403b, ETF's, 3(38)
Education
University of Rhode Island - College of Business Administration 1990 — 1994
BS, Finance & Economics
Joseph A Foran High School
GEICO October 2011 - Present
Knights of Columbus July 2009 - June 2011
Phoenix Life Insurance Company 2007 - 2009
Phoenix Life Insurance Company 2005 - 2009
BISYS 2001 - 2005
Precision Response Corporation November 1997 - August 2000
Skills
Insurance, Underwriting, Life Insurance, Term Life Insurance, Claim, Universal Life
Education
University of Hawaii at Manoa 1992 — 1996
BS, Family Resources
Catalyst Investments, LLC January 2001 - Present
BISYS 1991 - 2001
FirstCity Texas 1978 - 1991
Skills
Coaching, Risk Management, New Business Development, Customer Service, Sales Management, Banking, Team Building, Process Improvement, Business Development, Mortgage Lending, Business Planning, Strategic Planning, Customer Satisfaction, Sellers, Leadership, Loans, Management, Financial Services, Vendor Management
Education
The University of Texas at Austin - The Red McCombs School of Business 1975 — 1978
Finance
DSW March 2012 - Present
DSW June 2011 - April 2012
DSW July 2010 - June 2011
Tween Brands August 2006 - July 2010
Limited Too June 2004 - August 2006
BISYS July 2001 - June 2004
Education
University of Dayton 1997 — 2001
Bachelor of Science, Finance & Marketing
SS&C GlobeOp October 2013 - Present
Prime Fund Administration Limited 2008 - September 2013
Epiphany Financial Services Ltd. 2003 - 2008
BISYS 2002 - 2003
Hemisphere Managment 1998 - 2002
Cox Hallett Wilkinson 1993 - 1998
Education
University of Saskatchewan 1988 — 1990
LLB, Law
Fiserv April 2011 - Present
Fiserv April 2009 - April 2011
Open Solutions 2005 - 2006
BISYS 1996 - 2006
Skills
Vendor Management, Financial Services, Mergers & Acquisitions, Banking, Relationship Management, Business Analysis, Salesforce.com, Solution Selling, CRM, SaaS, Business Development, Professional Services, Product Management, Account Management, Risk Management, Process Improvement
Education
University of Pennsylvania 1987 — 1991
Economics
MIDDLESEX TOWNSHIP Parks and Recreation 2010 - Present
COON & Company 2011 - 2011
M &T INVESTMENT GROUP January 2003 - October 2009
BISYS INSURANCE SERVICES January 2001 - January 2003
BISYS January 1997 - January 2001
BISYS January 1991 - January 1997
Education
The American College Bryn
University of North Carolina at Chapel Hill
Bachelor of Science, Business Administration and Marketing
ETM Electromatic September 2010 - Present
BISYS January 1996 - December 2001
Skills
Process Improvement, Team Leadership, Training, Event Planning, Team Building, Applicant Tracking..., Research, Public Speaking, Leadership
Education
The University of Texas at Austin 1993 — 1995
M.A., Early Modern European History
UC Santa Cruz 1988 — 1992
BA, European History
Open Solutions, Inc January 2006 - Present
Automatic Data Processing, Inc January 2006 - Present
Open Solutions January 1978 - Present
BISYS 1990 - 2014
TotalPlus Inc. 1978 - 2014
Bisys, Inc January 2000 - January 2006
Bisys 1978 - 2006
Bisys, Inc. January 1989 - January 2000
Skills
Oracle, Requirements Analysis, SQL, Data Warehousing
Education
The University of Southern Mississippi
Computer Science and Mathematics