BISYS Fund Services
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BISYS Fund Services Employees
Employee
Years
Job
Industry
Michael Woody Michael Woody's BISYS Fund Services Experience 1993 - 1998
Job VP, Project Lead / Project Executive
Industry Financial Services
Experience
Eagle Investment Systems January 2006 - Present
JPMorgan Chase 1999 - 2005
BISYS Fund Services 1993 - 1998
Skills
Eagle STAR, Eagle PACE, InvestOne, Mutual Funds, Securities, Accounting, Business Analysis, Process Improvement, Fund Accounting, Derivatives, CRM, Financial Services, Investment Management, Investments, Management, Portfolio Management
Education
Dallas Baptist University 2008 — 2011
MBA, Management Information Systems
Bob Jones University 1988 — 1993
Masters of Divinity, Theology
Bob Jones University 1984 — 1988
Bachelors of Science, Accounting
Eagle Investment Systems January 2006 - Present
JPMorgan Chase 1999 - 2005
BISYS Fund Services 1993 - 1998
Skills
Eagle STAR, Eagle PACE, InvestOne, Mutual Funds, Securities, Accounting, Business Analysis, Process Improvement, Fund Accounting, Derivatives, CRM, Financial Services, Investment Management, Investments, Management, Portfolio Management
Education
Dallas Baptist University 2008 — 2011
MBA, Management Information Systems
Bob Jones University 1988 — 1993
Masters of Divinity, Theology
Bob Jones University 1984 — 1988
Bachelors of Science, Accounting
Vincent Drago Vincent Drago's BISYS Fund Services Experience July 2004 - October 2004
Job Experienced Accounting Professional
Industry Outsourcing/Offshoring
Experience
Lionbridge Technologies, Inc. March 2005 - November 2012
Appleseed's December 2004 - March 2005
BISYS Fund Services July 2004 - October 2004
Atlas Venture May 2000 - March 2004
Thompson Financial Services Ltd June 1996 - April 2000
Garrison Square Management January 1994 - June 1996
Skills
Solid computer skills, Word, Excel, Lotus 1-2-3, Lotus Notes, Real Word Acctg., Venture Complete, CODA, Yardi, eAssets, COGNOS, Peoplesoft, Quickbooks, Bloomberg, Advisor-Ware, Peachtree
Education
Suffolk University 1990 — 1993
Bachelor of Science in Business Administration, Accounting
Bunker Hill Community College 1986 — 1988
Associate's degree, Accounting
Somerville High School 1982 — 1985
12
Lionbridge Technologies, Inc. March 2005 - November 2012
Appleseed's December 2004 - March 2005
BISYS Fund Services July 2004 - October 2004
Atlas Venture May 2000 - March 2004
Thompson Financial Services Ltd June 1996 - April 2000
Garrison Square Management January 1994 - June 1996
Skills
Solid computer skills, Word, Excel, Lotus 1-2-3, Lotus Notes, Real Word Acctg., Venture Complete, CODA, Yardi, eAssets, COGNOS, Peoplesoft, Quickbooks, Bloomberg, Advisor-Ware, Peachtree
Education
Suffolk University 1990 — 1993
Bachelor of Science in Business Administration, Accounting
Bunker Hill Community College 1986 — 1988
Associate's degree, Accounting
Somerville High School 1982 — 1985
12
Greg Korte Greg Korte's BISYS Fund Services Experience 1986 - 1993
Job Principal, Head of North American Trust/Custody & Securities Lending Consulting at Mercer
Industry Financial Services
Experience
Mercer May 2014 - Present
Korte & Associates Consulting, LLC April 2008 - May 2014
Russell Investments 2006 - 2008
Russell Investments 2001 - 2006
Huntington Asset Services 1993 - 1998
BISYS Fund Services 1986 - 1993
Skills
Financial Services, Mutual Funds, Hedge Funds, Investment Management, Fund Of Funds, Equities, Fixed Income, Vendor Management, Pensions, Securities Lending, Portfolio Management, Bloomberg, Project Management, Fund Administration, Derivatives, Due Diligence, Private Equity, Risk Management, New Business Development, Process Improvement, Banking, Financial Operations..., Leadership, Global Custody..., Trust and Separate..., Client Relationship..., Financial Reporting, Internal Controls, Asset Management..., Regulatory Audits, Mutual Fund Accounting, Mutual Fund..., International Vendor..., Contract Negotiations, Budgeting, Technology..., Global Securities..., Investment Performance..., SEC, IRS, DOL..., Lean Sigma, Customized RFP/RFI..., Vendor technology...
Education
Franklin University 1984 — 1986
Bachelor of Science, Finance and Management
Mercer May 2014 - Present
Korte & Associates Consulting, LLC April 2008 - May 2014
Russell Investments 2006 - 2008
Russell Investments 2001 - 2006
Huntington Asset Services 1993 - 1998
BISYS Fund Services 1986 - 1993
Skills
Financial Services, Mutual Funds, Hedge Funds, Investment Management, Fund Of Funds, Equities, Fixed Income, Vendor Management, Pensions, Securities Lending, Portfolio Management, Bloomberg, Project Management, Fund Administration, Derivatives, Due Diligence, Private Equity, Risk Management, New Business Development, Process Improvement, Banking, Financial Operations..., Leadership, Global Custody..., Trust and Separate..., Client Relationship..., Financial Reporting, Internal Controls, Asset Management..., Regulatory Audits, Mutual Fund Accounting, Mutual Fund..., International Vendor..., Contract Negotiations, Budgeting, Technology..., Global Securities..., Investment Performance..., SEC, IRS, DOL..., Lean Sigma, Customized RFP/RFI..., Vendor technology...
Education
Franklin University 1984 — 1986
Bachelor of Science, Finance and Management
Heather Lottes Heather Lottes's BISYS Fund Services Experience April 2003 - January 2005
Job Senior Legal Specialist (Auditor)
Industry Legal Services
Experience
Capital One December 2013 - Present
Robbins Arroyo LLP September 2010 - September 2013
Department of Defense July 2009 - January 2011
Shea Homes January 2005 - January 2009
BISYS Fund Services April 2003 - January 2005
Skills
Microsoft Excel, Real Estate, Legal Writing, Customer Service, Legal Research, Microsoft Office, Microsoft Word, Financial Analysis, Process Improvement, Mutual Funds, Trials, Courts, Process Scheduler, Litigation Support, Mediation
Education
University of San Diego 2008 — 2009
Paralegal Graduate Certificate
Capital University 1995 — 1999
Bachelors, Communications & Public Relations
Bond University 1998 — 1998
Business
Capital One December 2013 - Present
Robbins Arroyo LLP September 2010 - September 2013
Department of Defense July 2009 - January 2011
Shea Homes January 2005 - January 2009
BISYS Fund Services April 2003 - January 2005
Skills
Microsoft Excel, Real Estate, Legal Writing, Customer Service, Legal Research, Microsoft Office, Microsoft Word, Financial Analysis, Process Improvement, Mutual Funds, Trials, Courts, Process Scheduler, Litigation Support, Mediation
Education
University of San Diego 2008 — 2009
Paralegal Graduate Certificate
Capital University 1995 — 1999
Bachelors, Communications & Public Relations
Bond University 1998 — 1998
Business
Steve LeRoy Steve LeRoy's BISYS Fund Services Experience 2001 - 2006
Job Senior Financial Analyst, MBA
Industry Wholesale
Experience
AmerisourceBergen September 2007 - Present
AmerisourceBergen June 2006 - September 2007
BISYS Fund Services 2001 - 2006
Cranel, Inc 1994 - 2001
Fifth Third Bank 1989 - 1994
Skills
Process Improvement, Financial Reporting, Financial Analysis, Accounts Receivable, Account Reconciliation, Accounting, Variance Analysis, Finance, Analysis, Sarbanes-Oxley Act, SAP, Microsoft Excel, Customer Service, Credit, Leadership, Management, Software Documentation
Education
Capital University - School of Management 2001 — 2004
MBA
Malone University 1984 — 1988
BA, Business Administration
AmerisourceBergen September 2007 - Present
AmerisourceBergen June 2006 - September 2007
BISYS Fund Services 2001 - 2006
Cranel, Inc 1994 - 2001
Fifth Third Bank 1989 - 1994
Skills
Process Improvement, Financial Reporting, Financial Analysis, Accounts Receivable, Account Reconciliation, Accounting, Variance Analysis, Finance, Analysis, Sarbanes-Oxley Act, SAP, Microsoft Excel, Customer Service, Credit, Leadership, Management, Software Documentation
Education
Capital University - School of Management 2001 — 2004
MBA
Malone University 1984 — 1988
BA, Business Administration
Jon Breznenik Jon Breznenik's BISYS Fund Services Experience November 1998 - August 2000
Job Manager, ISS Revenue Reporting & Optimization at ROi, Resource Optimization & Innovation
Industry Medical Devices
Experience
ROi, Resource Optimization & Innovation October 2013 - Present
ROi, Resource Optimization & Innovation June 2012 - September 2013
Covidien August 2010 - June 2012
Covidien February 2010 - August 2010
Covidien July 2007 - February 2010
SAVVIS May 2006 - April 2007
Treasure's Office, State of Ohio May 2003 - August 2005
Columbus Wood Products April 2002 - May 2003
Bank One August 2000 - December 2001
BISYS Fund Services November 1998 - August 2000
Skills
Analysis, Financial Reporting, Compliance, Cognos, Reconciliation, Microsoft Excel, Account Reconciliation, Budgets, General Ledger, Financial Accounting, Auditing, Customer Service, Accounting, Finance, Data Analysis, Training, Access, Process Improvement, Management, Time Management, Financial Analysis, Program Management
Education
Franklin University 1993 — 1995
BS, Accounting
The Ohio State University
ROi, Resource Optimization & Innovation October 2013 - Present
ROi, Resource Optimization & Innovation June 2012 - September 2013
Covidien August 2010 - June 2012
Covidien February 2010 - August 2010
Covidien July 2007 - February 2010
SAVVIS May 2006 - April 2007
Treasure's Office, State of Ohio May 2003 - August 2005
Columbus Wood Products April 2002 - May 2003
Bank One August 2000 - December 2001
BISYS Fund Services November 1998 - August 2000
Skills
Analysis, Financial Reporting, Compliance, Cognos, Reconciliation, Microsoft Excel, Account Reconciliation, Budgets, General Ledger, Financial Accounting, Auditing, Customer Service, Accounting, Finance, Data Analysis, Training, Access, Process Improvement, Management, Time Management, Financial Analysis, Program Management
Education
Franklin University 1993 — 1995
BS, Accounting
The Ohio State University
Thomas Manco Thomas Manco's BISYS Fund Services Experience October 2004 - June 2007
Job Commercial Loan Officer at Hancock Bank & Trust
Industry Banking
Experience
Hancock Bank & Trust Company August 2012 - Present
Planters Bank October 2007 - August 2012
Citi June 2007 - October 2007
BISYS Fund Services October 2004 - June 2007
Skills
Credit, Commercial Lending, Loans, Small Business Lending, Credit Analysis, Banking, Cash Management, Commercial Banking, Consumer Lending, Credit Risk, Finance, Financial Analysis, Investments, Lines Of Credit, Loan Origination, Mortgage Lending, Mutual Funds, Portfolio Management, Real Estate, Retail Banking, Underwriting, Wealth Management
Education
Murray State University 2009 — 2011
Master of Business Administration (M.B.A.)
Centre College 1999 — 2003
Bachelor's degree, Economics
Hancock Bank & Trust Company August 2012 - Present
Planters Bank October 2007 - August 2012
Citi June 2007 - October 2007
BISYS Fund Services October 2004 - June 2007
Skills
Credit, Commercial Lending, Loans, Small Business Lending, Credit Analysis, Banking, Cash Management, Commercial Banking, Consumer Lending, Credit Risk, Finance, Financial Analysis, Investments, Lines Of Credit, Loan Origination, Mortgage Lending, Mutual Funds, Portfolio Management, Real Estate, Retail Banking, Underwriting, Wealth Management
Education
Murray State University 2009 — 2011
Master of Business Administration (M.B.A.)
Centre College 1999 — 2003
Bachelor's degree, Economics
Jeffrey Kouba Jeffrey Kouba's BISYS Fund Services Experience November 1998 - June 2005
Job Manager, Financial Reporting at BNY Mellon
Industry Banking
Experience
BNY Mellon March 2015 - Present
BNY Mellon February 2012 - Present
BNY Mellon November 2007 - February 2012
Nationwide Insurance June 2005 - November 2007
BISYS Fund Services November 1998 - June 2005
Morgan Stanley September 1997 - November 1998
Skills
Microsoft Excel, FundSuite SX, Confluence, EDGAR filings, Sunguard, Wilshire Abacus, Morningstar Direct, Markov Processes MPI..., Zephyr Style Advisor, Bloomberg Terminal, Mutual Funds, Fund Accounting, Fund Administration, Financial Reporting, Securities, ETFs, Alternative Investments, Asset Management, Account Reconciliation, Bloomberg, Financial Analysis, Equities
Education
Capital University 2000 — 2002
Master of Business Administration (M.B.A.)
Ohio Northern University 1992 — 1996
Bachelor of Science (B.S.), Finance and Economics
BNY Mellon March 2015 - Present
BNY Mellon February 2012 - Present
BNY Mellon November 2007 - February 2012
Nationwide Insurance June 2005 - November 2007
BISYS Fund Services November 1998 - June 2005
Morgan Stanley September 1997 - November 1998
Skills
Microsoft Excel, FundSuite SX, Confluence, EDGAR filings, Sunguard, Wilshire Abacus, Morningstar Direct, Markov Processes MPI..., Zephyr Style Advisor, Bloomberg Terminal, Mutual Funds, Fund Accounting, Fund Administration, Financial Reporting, Securities, ETFs, Alternative Investments, Asset Management, Account Reconciliation, Bloomberg, Financial Analysis, Equities
Education
Capital University 2000 — 2002
Master of Business Administration (M.B.A.)
Ohio Northern University 1992 — 1996
Bachelor of Science (B.S.), Finance and Economics
Randolph Pierce Randolph Pierce's BISYS Fund Services Experience August 1993 - February 1997
Job Realtor at Carolina One Real Estate
Industry Real Estate
Experience
Carolina One Real Estate February 2015 - Present
Keller Williams Realty Charleston November 2012 - January 2015
ERA Real Solutions Realty December 2011 - June 2012
TIAA-CREF October 2007 - January 2010
Wachovia, A Wells Fargo Company September 2002 - October 2007
Pierce Associates September 2001 - September 2002
C-bridge Internet Solutions June 2000 - September 2001
First Union National Bank August 1997 - June 2000
BISYS Fund Services August 1993 - February 1997
Prudential Securities February 1993 - August 1993
Skills
Marketing Strategy, Market Planning, Strategic Planning, Integrated Marketing, Series 7, Product Marketing, New Business Development, Business Planning, Competitive Analysis, Business Strategy, Product Management, Marketing Management, Market Analysis, Cross-functional Team..., Sales, Real Estate, Strategic Consulting, Management Consulting, Asset Management, Asset Managment, Selling, Marketing, Strategy, Leadership, Business Development, Lead Generation, Email Marketing, Seller Representation, Relocation, Buyer Representation
Education
Hofstra University 1983 — 1986
Bachelor of Business Administration Magna Cum Laude, Marketing Major/Psychology Minor
Fuqua School of Business, Duke University 2004 — 2004
Certificate, Leadership Development Program
Hondros College 2011 — 2011
State License, Real Estate, Federal portion 93%/ State portion 90%
Lower Dauphin High School 1971 — 1976
HS Diploma, College Prep
Carolina One Real Estate February 2015 - Present
Keller Williams Realty Charleston November 2012 - January 2015
ERA Real Solutions Realty December 2011 - June 2012
TIAA-CREF October 2007 - January 2010
Wachovia, A Wells Fargo Company September 2002 - October 2007
Pierce Associates September 2001 - September 2002
C-bridge Internet Solutions June 2000 - September 2001
First Union National Bank August 1997 - June 2000
BISYS Fund Services August 1993 - February 1997
Prudential Securities February 1993 - August 1993
Skills
Marketing Strategy, Market Planning, Strategic Planning, Integrated Marketing, Series 7, Product Marketing, New Business Development, Business Planning, Competitive Analysis, Business Strategy, Product Management, Marketing Management, Market Analysis, Cross-functional Team..., Sales, Real Estate, Strategic Consulting, Management Consulting, Asset Management, Asset Managment, Selling, Marketing, Strategy, Leadership, Business Development, Lead Generation, Email Marketing, Seller Representation, Relocation, Buyer Representation
Education
Hofstra University 1983 — 1986
Bachelor of Business Administration Magna Cum Laude, Marketing Major/Psychology Minor
Fuqua School of Business, Duke University 2004 — 2004
Certificate, Leadership Development Program
Hondros College 2011 — 2011
State License, Real Estate, Federal portion 93%/ State portion 90%
Lower Dauphin High School 1971 — 1976
HS Diploma, College Prep
Rob Elger Rob Elger's BISYS Fund Services Experience 1998 - 1999
Job Financial Advisor
Industry Capital Markets
Experience
Western International Securities 2007 - Present
Corporate One Federal Credit Union 2001 - 2007
Mac Tools 2000 - 2001
The Limited 1999 - 2000
BISYS Fund Services 1998 - 1999
Skills
Banking, Financial Analysis, Financial Modeling, Equities, Portfolio Management, Investments, Corporate Finance, Capital Markets, Investment Banking, Valuation, Risk Management, Fixed Income, Credit, Derivatives, Finance, Strategic Financial..., Asset Management, Loans, Due Diligence, Credit Analysis, Hedge Funds, Mergers & Acquisitions, Analysis
Education
Central Michigan University 1994 — 1998
Bachelor of Business Administration (BBA), Accounting and Finance
Western International Securities 2007 - Present
Corporate One Federal Credit Union 2001 - 2007
Mac Tools 2000 - 2001
The Limited 1999 - 2000
BISYS Fund Services 1998 - 1999
Skills
Banking, Financial Analysis, Financial Modeling, Equities, Portfolio Management, Investments, Corporate Finance, Capital Markets, Investment Banking, Valuation, Risk Management, Fixed Income, Credit, Derivatives, Finance, Strategic Financial..., Asset Management, Loans, Due Diligence, Credit Analysis, Hedge Funds, Mergers & Acquisitions, Analysis
Education
Central Michigan University 1994 — 1998
Bachelor of Business Administration (BBA), Accounting and Finance
Corey Black Corey Black's BISYS Fund Services Experience September 1996 - February 1999
Job Senior Staff Accountant and Financial Analyst looking for a position
Industry Accounting
Experience
JPMorgan Chase November 2012 - March 2013
KBK Enterprises July 2012 - October 2012
Cardinal Health September 2011 - November 2011
Filene's Basement / SYMS Corporation May 2011 - August 2011
Filene's Basement / Retail Ventures Inc. October 1999 - January 2011
S.A.R. Companies March 1996 - September 1999
BISYS Fund Services September 1996 - February 1999
US Army/Ohio Army National Guard February 1984 - June 1996
Skills
Accounting, Auditing, Accounts Receivable, Accounts Payable, QuickBooks, Financial Analysis
Education
The Ohio State University 1987 — 1993
B.S. Business Administration, Accounting and Finance
Transportation Officer Basic Course United States Army 1990 — 1990
Transportation and Logistics
Franklin University 1988 — 1990
ROTC
JPMorgan Chase November 2012 - March 2013
KBK Enterprises July 2012 - October 2012
Cardinal Health September 2011 - November 2011
Filene's Basement / SYMS Corporation May 2011 - August 2011
Filene's Basement / Retail Ventures Inc. October 1999 - January 2011
S.A.R. Companies March 1996 - September 1999
BISYS Fund Services September 1996 - February 1999
US Army/Ohio Army National Guard February 1984 - June 1996
Skills
Accounting, Auditing, Accounts Receivable, Accounts Payable, QuickBooks, Financial Analysis
Education
The Ohio State University 1987 — 1993
B.S. Business Administration, Accounting and Finance
Transportation Officer Basic Course United States Army 1990 — 1990
Transportation and Logistics
Franklin University 1988 — 1990
ROTC
Heather Patterson, MBA Heather Patterson, MBA's BISYS Fund Services Experience September 2006 - October 2007
Job Financial Business Analyst at Nationwide Insurance
Industry Financial Services
Experience
Nationwide Insurance December 2008 - Present
Spectrum Global Fund Administration October 2007 - December 2008
BISYS Fund Services September 2006 - October 2007
Education
Ashland University 2006 — 2008
MBA, Project Management-Executive Management
The Ohio State University 1996 — 2001
Nationwide Insurance December 2008 - Present
Spectrum Global Fund Administration October 2007 - December 2008
BISYS Fund Services September 2006 - October 2007
Education
Ashland University 2006 — 2008
MBA, Project Management-Executive Management
The Ohio State University 1996 — 2001
Jared DiMartine Jared DiMartine's BISYS Fund Services Experience September 2002 - June 2004
Job Princeton University SOC
Industry Information Technology and Services
Experience
Princeton University January 2013 - Present
32 Counties Photography September 1999 - Present
Art Institute of Philadelphia September 2009 - January 2013
Art Institute of Philadelphia June 2004 - January 2013
BISYS Fund Services September 2002 - June 2004
Microsoft December 2000 - September 2001
Skills
Adobe Creative Suite, Mac, Windows 7, Photoshop, Mac OS X, PHP, Photography, Dreamweaver, Web Design, CSS, Windows, Wordpress, Leadership, Customer Service, Networking, Troubleshooting, OS X, WordPress, Servers, Microsoft Office
Education
Art Institute of Philadelphia 2006 — 2012
Bachelor of Science, Photography
Trinity College, Dublin 2000 — 2001
Computer Science
Arcadia University 1997 — 2000
Genetics, Computer Science
Princeton University January 2013 - Present
32 Counties Photography September 1999 - Present
Art Institute of Philadelphia September 2009 - January 2013
Art Institute of Philadelphia June 2004 - January 2013
BISYS Fund Services September 2002 - June 2004
Microsoft December 2000 - September 2001
Skills
Adobe Creative Suite, Mac, Windows 7, Photoshop, Mac OS X, PHP, Photography, Dreamweaver, Web Design, CSS, Windows, Wordpress, Leadership, Customer Service, Networking, Troubleshooting, OS X, WordPress, Servers, Microsoft Office
Education
Art Institute of Philadelphia 2006 — 2012
Bachelor of Science, Photography
Trinity College, Dublin 2000 — 2001
Computer Science
Arcadia University 1997 — 2000
Genetics, Computer Science
James R Carter, PhD, MPH James R Carter, PhD, MPH's BISYS Fund Services Experience 1999 - 2006
Job Assistant Professor of Social Work & Gerontology at Wright State University
Industry Research
Experience
Wright State University August 2015 - Present
The Ohio State University August 2012 - May 2015
The Ohio State University September 2010 - May 2015
Columbus State Community College January 2010 - May 2015
The Albert Schweitzer Fellowship May 2012 - May 2013
The Ohio State University August 2011 - August 2012
Columbus AIDS Task Force July 2008 - 2011
State of Ohio - Department of Health August 2008 - August 2009
BISYS Fund Services 1999 - 2006
Fifth Third Bank 1996 - 1997
Skills
Medical Tourism, assisted reproductive..., Medical Social Work, international social..., Qualitative Research, Quantitative Research, Grant Writing, Social Services, Policy, Research, Teaching
Education
The Ohio State University 2006 — 2014
PhD, Candidate, Social Work
The Ohio State University 2006 — 2011
MPH, Health Behavior / Health Promotion
Franklin University 2001 — 2003
Bachelor of Science (B.S.), Business Administration and Management, General
Columbus State Community College 1997 — 2001
Associate of Arts (A.A.)
ODKC
Wright State University August 2015 - Present
The Ohio State University August 2012 - May 2015
The Ohio State University September 2010 - May 2015
Columbus State Community College January 2010 - May 2015
The Albert Schweitzer Fellowship May 2012 - May 2013
The Ohio State University August 2011 - August 2012
Columbus AIDS Task Force July 2008 - 2011
State of Ohio - Department of Health August 2008 - August 2009
BISYS Fund Services 1999 - 2006
Fifth Third Bank 1996 - 1997
Skills
Medical Tourism, assisted reproductive..., Medical Social Work, international social..., Qualitative Research, Quantitative Research, Grant Writing, Social Services, Policy, Research, Teaching
Education
The Ohio State University 2006 — 2014
PhD, Candidate, Social Work
The Ohio State University 2006 — 2011
MPH, Health Behavior / Health Promotion
Franklin University 2001 — 2003
Bachelor of Science (B.S.), Business Administration and Management, General
Columbus State Community College 1997 — 2001
Associate of Arts (A.A.)
ODKC
Dawn Hill Dawn Hill's BISYS Fund Services Experience June 2001 - January 2003
Job Owner DB Hill, CPA, LLC
Industry Accounting
Experience
DB Hill, CPA, LLC September 2010 - Present
Ohio Dominican University July 2014 - Present
Becker Professional Education 2002 - Present
Ohio Dominican University August 2011 - June 2014
Stenger & Company January 2003 - September 2010
BISYS Fund Services June 2001 - January 2003
Tween Brands January 2000 - June 2001
Deloitte & Touche June 1996 - January 2000
Skills
Accounting, Financial Reporting, Auditing, Corporate Tax, Financial Accounting, Tax, CPA, Tax Preparation, Sales Tax, General Ledger, Income Tax, Tax Research, Partnership Taxation, Internal Controls, Finance, Tax Accounting, QuickBooks, Tax Returns, Financial Statements, Tax Advisory, GAAP, Account Reconciliation, Financial Analysis, Sarbanes-Oxley Act
Education
Keller Graduate School of Management of DeVry University 2009 — 2011
Master of Accounting and Financial Management
Bowling Green State University 1992 — 1996
BSBA, Business, Major in Accounting
DB Hill, CPA, LLC September 2010 - Present
Ohio Dominican University July 2014 - Present
Becker Professional Education 2002 - Present
Ohio Dominican University August 2011 - June 2014
Stenger & Company January 2003 - September 2010
BISYS Fund Services June 2001 - January 2003
Tween Brands January 2000 - June 2001
Deloitte & Touche June 1996 - January 2000
Skills
Accounting, Financial Reporting, Auditing, Corporate Tax, Financial Accounting, Tax, CPA, Tax Preparation, Sales Tax, General Ledger, Income Tax, Tax Research, Partnership Taxation, Internal Controls, Finance, Tax Accounting, QuickBooks, Tax Returns, Financial Statements, Tax Advisory, GAAP, Account Reconciliation, Financial Analysis, Sarbanes-Oxley Act
Education
Keller Graduate School of Management of DeVry University 2009 — 2011
Master of Accounting and Financial Management
Bowling Green State University 1992 — 1996
BSBA, Business, Major in Accounting
Kristin Wead Kristin Wead's BISYS Fund Services Experience July 2001 - April 2003
Job Senior Business Development Professional
Industry Higher Education
Experience
The Keller Center for Corporate Learning of DeVry University, Inc. December 2008 - Present
DeVry University October 2003 - December 2008
BISYS Fund Services July 2001 - April 2003
Skills
Key Account Management, Sales, Salesforce.com, CRM, Territory..., Lead Generation, B2B2C, Higher Education, Relationship Management, Account Management
Education
DeVry University 1998 — 2001
Bachelor, Business Administration; Information System
The Keller Center for Corporate Learning of DeVry University, Inc. December 2008 - Present
DeVry University October 2003 - December 2008
BISYS Fund Services July 2001 - April 2003
Skills
Key Account Management, Sales, Salesforce.com, CRM, Territory..., Lead Generation, B2B2C, Higher Education, Relationship Management, Account Management
Education
DeVry University 1998 — 2001
Bachelor, Business Administration; Information System
Keith Heckelman Keith Heckelman's BISYS Fund Services Experience November 2001 - February 2004
Job Communications Professional
Industry Public Relations and Communications
Experience
Mission Acquisitions - E-Commerce Division September 2011 - Present
Mission Acquisitions August 2011 - Present
Brentwood Library December 2012 - September 2013
Guitar Shark Music May 2008 - December 2009
YMCA of Middle Tennessee February 2006 - August 2007
Second Harvest Food Bank of Middle Tennessee June 2005 - August 2005
BISYS Fund Services November 2001 - February 2004
Skills
Writing, Leadership Communication, Communication Analysis, Public Relations, Corporate Communications, Internal Communications, Media Relations, Strategic Communications, Integrated Marketing, Research, Copywriting, Social Media, Customer Relations, Blogging, Editing, Leadership, Event Management, Press Releases, Crisis Communications, Marketing Communications, Customer Service, Newsletters
Education
Austin Peay State University 2004 — 2013
M.A., Corporate Communications
Bowling Green State University 1995 — 1998
B.A., Organizational Communication
Mission Acquisitions - E-Commerce Division September 2011 - Present
Mission Acquisitions August 2011 - Present
Brentwood Library December 2012 - September 2013
Guitar Shark Music May 2008 - December 2009
YMCA of Middle Tennessee February 2006 - August 2007
Second Harvest Food Bank of Middle Tennessee June 2005 - August 2005
BISYS Fund Services November 2001 - February 2004
Skills
Writing, Leadership Communication, Communication Analysis, Public Relations, Corporate Communications, Internal Communications, Media Relations, Strategic Communications, Integrated Marketing, Research, Copywriting, Social Media, Customer Relations, Blogging, Editing, Leadership, Event Management, Press Releases, Crisis Communications, Marketing Communications, Customer Service, Newsletters
Education
Austin Peay State University 2004 — 2013
M.A., Corporate Communications
Bowling Green State University 1995 — 1998
B.A., Organizational Communication
Chip Shillington Chip Shillington's BISYS Fund Services Experience October 1996 - October 1997
Job Help desk analyst at Tuba Group
Industry Information Technology and Services
Experience
Tuba Group March 2015 - Present
J.P. Morgan November 2014 - February 2015
Unisys 2005 - 2014
Unisys 1999 - 2005
Unisys 1998 - 1999
Great Lakes Computer Corporation February 1998 - August 1998
Pathlore Software Corporation November 1997 - February 1998
BISYS Fund Services October 1996 - October 1997
Mid-Ohio Regional Planning Commission April 1992 - September 1996
Education
Columbus College of Art & Design
Bachelor of Fine Arts (B.F.A.)
Tuba Group March 2015 - Present
J.P. Morgan November 2014 - February 2015
Unisys 2005 - 2014
Unisys 1999 - 2005
Unisys 1998 - 1999
Great Lakes Computer Corporation February 1998 - August 1998
Pathlore Software Corporation November 1997 - February 1998
BISYS Fund Services October 1996 - October 1997
Mid-Ohio Regional Planning Commission April 1992 - September 1996
Education
Columbus College of Art & Design
Bachelor of Fine Arts (B.F.A.)
Natasha Marshall Natasha Marshall's BISYS Fund Services Experience September 2003 - January 2004
Job Auditor at State of Michigan
Industry Government Administration
Experience
State of Michigan August 2005 - Present
State of Michigan February 2004 - August 2005
BISYS Fund Services September 2003 - January 2004
Skills
Auditing, Accounting, Financial Reporting, Financial Accounting, Financial Analysis, Financial Statements, Accounts Payable
Education
Keller Graduate School of Management of DeVry University 2001 — 2003
Master of Business Administration (MBA)
DeVry University-Ohio 1998 — 2001
Bachelor's degree, Accounting
State of Michigan August 2005 - Present
State of Michigan February 2004 - August 2005
BISYS Fund Services September 2003 - January 2004
Skills
Auditing, Accounting, Financial Reporting, Financial Accounting, Financial Analysis, Financial Statements, Accounts Payable
Education
Keller Graduate School of Management of DeVry University 2001 — 2003
Master of Business Administration (MBA)
DeVry University-Ohio 1998 — 2001
Bachelor's degree, Accounting
Dan Wiford, CLU, ChFC Dan Wiford, CLU, ChFC's BISYS Fund Services Experience 1996 - 1998
Job Territory Sales Director at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial October 2007 - Present
Nationwide Insurance January 2000 - October 2007
BISYS Fund Services 1996 - 1998
Skills
Series 7, CLU, Insurance, Securities, Annuities, Sales Management, Mutual Funds, Retirement Planning, Retirement, Coaching, IRA's, Financial Planning, Financial Advisory, Investments, Cross Selling, Annuity, Wealth Transfer, Portfolio Management, 401k, Series 66, Series 24, IAR, ChFC, Fixed Annuities
Education
The American College 2005 — 2011
CLU / ChFC, Insurance
Wilmington University 1990 — 1994
Bachelor, Finance/Banking
Fairmont State University 1985 — 1986
Banking & Finance
Nationwide Financial October 2007 - Present
Nationwide Insurance January 2000 - October 2007
BISYS Fund Services 1996 - 1998
Skills
Series 7, CLU, Insurance, Securities, Annuities, Sales Management, Mutual Funds, Retirement Planning, Retirement, Coaching, IRA's, Financial Planning, Financial Advisory, Investments, Cross Selling, Annuity, Wealth Transfer, Portfolio Management, 401k, Series 66, Series 24, IAR, ChFC, Fixed Annuities
Education
The American College 2005 — 2011
CLU / ChFC, Insurance
Wilmington University 1990 — 1994
Bachelor, Finance/Banking
Fairmont State University 1985 — 1986
Banking & Finance
Rebecca Morrisey-Sami Rebecca Morrisey-Sami's BISYS Fund Services Experience 2002 - 2005
Job Attorney at The Ohio Department of Taxation
Industry Government Administration
Experience
The Ohio Department of Taxation January 2011 - Present
Mark Albert Herder, LLC March 2010 - January 2011
The Law Offices of Leon Bass August 2008 - August 2010
Group Benefits Agency November 2005 - July 2008
Grange Insurance August 2007 - November 2007
Bisys Fund Services 2002 - 2005
Education
Capital University Law School 2005 — 2009
J.D., Publicly Held Companies, Small Business Entities
The Ohio State University Fisher College of Business 1998 — 2002
BSBA, Finance
Brecksville Broadview Heights High School 1994 — 1998
The Ohio Department of Taxation January 2011 - Present
Mark Albert Herder, LLC March 2010 - January 2011
The Law Offices of Leon Bass August 2008 - August 2010
Group Benefits Agency November 2005 - July 2008
Grange Insurance August 2007 - November 2007
Bisys Fund Services 2002 - 2005
Education
Capital University Law School 2005 — 2009
J.D., Publicly Held Companies, Small Business Entities
The Ohio State University Fisher College of Business 1998 — 2002
BSBA, Finance
Brecksville Broadview Heights High School 1994 — 1998
Mary Madick Morrow's BISYS Fund Services Experience 1996 - 2000
Job Vice President, Strategic Initiatives at Gateway Health
Industry Insurance
Experience
Gateway Health January 2015 - Present
DST Health Solutions October 2013 - 2015
DST Health Solutions 2010 - 2013
eBDS (A Highmark Company) 2008 - 2009
Coventry Health Care 2006 - 2008
University of Pittsburgh Medical Center 2002 - 2005
Kirkpatrick and Lockhart 2001 - 2002
BISYS Fund Services 1996 - 2000
T Rowe Price 1991 - 1996
Skills
Account Management, Operations Management, Contract Negotiation, Call Center, Client Services, Client Relationship..., Change Leadership, Strategic Consulting, Management Consulting, Health Insurance, financial services..., CRM, Financial Services, Change Management, Relationship Management, Business Analysis, Coaching, Call Centers, Requirements Gathering, Leadership, SDLC, Process Improvement, Integration, Training, Start-ups, Strategy, Consulting, Strategic Planning, Business Strategy, Business Process..., Vendor Management, Cross-functional Team..., Outsourcing, Healthcare, Business Process, Software Implementation, Requirements Analysis, Customer Satisfaction, Project Management, Business Development, Business Requirements, Management, Team Leadership, Executive Management, Team Building, Business Process..., Healthcare Information..., Service Delivery, Business Process Design, Product Management
Education
Creighton University
Master of Public Health (M.P.H.)
Creighton University
BA, Journalism
Northwestern University - Kellogg School of Management
MBA, Finance and Marketing
Gateway Health January 2015 - Present
DST Health Solutions October 2013 - 2015
DST Health Solutions 2010 - 2013
eBDS (A Highmark Company) 2008 - 2009
Coventry Health Care 2006 - 2008
University of Pittsburgh Medical Center 2002 - 2005
Kirkpatrick and Lockhart 2001 - 2002
BISYS Fund Services 1996 - 2000
T Rowe Price 1991 - 1996
Skills
Account Management, Operations Management, Contract Negotiation, Call Center, Client Services, Client Relationship..., Change Leadership, Strategic Consulting, Management Consulting, Health Insurance, financial services..., CRM, Financial Services, Change Management, Relationship Management, Business Analysis, Coaching, Call Centers, Requirements Gathering, Leadership, SDLC, Process Improvement, Integration, Training, Start-ups, Strategy, Consulting, Strategic Planning, Business Strategy, Business Process..., Vendor Management, Cross-functional Team..., Outsourcing, Healthcare, Business Process, Software Implementation, Requirements Analysis, Customer Satisfaction, Project Management, Business Development, Business Requirements, Management, Team Leadership, Executive Management, Team Building, Business Process..., Healthcare Information..., Service Delivery, Business Process Design, Product Management
Education
Creighton University
Master of Public Health (M.P.H.)
Creighton University
BA, Journalism
Northwestern University - Kellogg School of Management
MBA, Finance and Marketing
Janet Gee's BISYS Fund Services Experience September 2005 - August 2007
Job Senior Financial Analyst at Akamai Technologies
Industry Internet
Experience
Akamai Technologies March 2015 - Present
Akamai Technologies November 2010 - Present
Pepsi Beverages Company August 2007 - September 2010
BISYS Fund Services September 2005 - August 2007
Investors Bank & Trust June 2004 - September 2005
Skills
Financial Analysis, Essbase, Microsoft Excel, Business Objects, Forecasting, Strategic Financial..., Data Analysis
Education
Boston University Questrom School of Business 2000 — 2004
BSBA, Accounting
Akamai Technologies March 2015 - Present
Akamai Technologies November 2010 - Present
Pepsi Beverages Company August 2007 - September 2010
BISYS Fund Services September 2005 - August 2007
Investors Bank & Trust June 2004 - September 2005
Skills
Financial Analysis, Essbase, Microsoft Excel, Business Objects, Forecasting, Strategic Financial..., Data Analysis
Education
Boston University Questrom School of Business 2000 — 2004
BSBA, Accounting
Barry Eisenman Barry Eisenman's BISYS Fund Services Experience September 1991 - December 1997
Job Marketing and Creative Strategist at Nutis Press Inc
Industry Publishing
Experience
Nutis Press Inc July 2014 - Present
BE Creative, Inc. December 1997 - Present
BrandAid360 March 2008 - January 2012
BISYS Fund Services September 1991 - December 1997
Skills
Marketing, Social Media, Advertising, Social Media Marketing, Marketing Strategy, Marketing Communications, Creative Direction, Copywriting and..., Strategtic Marketing..., Public Speaking, Guest Lecturer..., Business Development, Business Planning and..., Vendor Negotiation, Coaching & Mentoring, Brand Development, Strategic Planning
Education
California State University-Northridge 1974 — 1979
Bachelor of Arts (B.A.), Advertising, Marketing and Design
The Ohio State University 1969 — 1970
Liberal Arts and Sciences/Liberal Studies, Spanish
Nutis Press Inc July 2014 - Present
BE Creative, Inc. December 1997 - Present
BrandAid360 March 2008 - January 2012
BISYS Fund Services September 1991 - December 1997
Skills
Marketing, Social Media, Advertising, Social Media Marketing, Marketing Strategy, Marketing Communications, Creative Direction, Copywriting and..., Strategtic Marketing..., Public Speaking, Guest Lecturer..., Business Development, Business Planning and..., Vendor Negotiation, Coaching & Mentoring, Brand Development, Strategic Planning
Education
California State University-Northridge 1974 — 1979
Bachelor of Arts (B.A.), Advertising, Marketing and Design
The Ohio State University 1969 — 1970
Liberal Arts and Sciences/Liberal Studies, Spanish
Saqualia McElrath Saqualia McElrath's BISYS Fund Services Experience 1995 - 1997
Job Manager, Strategic Pricing Ambulatory Care at Cardinal Health
Industry Pharmaceuticals
Experience
Cardinal Health 2013 - Present
Cardinal Health 2011 - 2013
Cardinal Health 2010 - 2011
Cardinal Health 2008 - 2010
Cardinal Health 2006 - 2008
Cardinal Health 2003 - 2006
BISYS Fund Services 1995 - 1997
Skills
Process Improvement, Leadership, Business Process, Management, Strategy, Analysis, Project Planning, Business Process..., Business Strategy, Cross-functional Team..., Finance, Team Leadership, Pricing, Sales, Training
Education
Central State University 1991 — 1995
Bachelor of Science (BS), Accounting
Cardinal Health 2013 - Present
Cardinal Health 2011 - 2013
Cardinal Health 2010 - 2011
Cardinal Health 2008 - 2010
Cardinal Health 2006 - 2008
Cardinal Health 2003 - 2006
BISYS Fund Services 1995 - 1997
Skills
Process Improvement, Leadership, Business Process, Management, Strategy, Analysis, Project Planning, Business Process..., Business Strategy, Cross-functional Team..., Finance, Team Leadership, Pricing, Sales, Training
Education
Central State University 1991 — 1995
Bachelor of Science (BS), Accounting
Ofari Ephraim CPA Ofari Ephraim CPA's BISYS Fund Services Experience November 2003 - October 2005
Job Supervisor at HSBC Securities
Industry Accounting
Experience
HSBC Securities November 2005 - September 2012
BISYS Fund Services November 2003 - October 2005
Watson Rice LLP February 2000 - October 2003
Skills
Hedge Funds, Private Equity, Auditing, Tax Returns, AML, Accounting, Banking, Bloomberg, Equities, Finance, Financial Analysis, Financial Reporting, Fund Of Funds
Education
Baruch College 1995 — 1998
Bachelor of Business Administration (BBA), Accounting
HSBC Securities November 2005 - September 2012
BISYS Fund Services November 2003 - October 2005
Watson Rice LLP February 2000 - October 2003
Skills
Hedge Funds, Private Equity, Auditing, Tax Returns, AML, Accounting, Banking, Bloomberg, Equities, Finance, Financial Analysis, Financial Reporting, Fund Of Funds
Education
Baruch College 1995 — 1998
Bachelor of Business Administration (BBA), Accounting
Kristin Linnell Kristin Linnell's BISYS Fund Services Experience 2000 - August 2005
Job Chief Financial Officer/Chief Compliance Officer at Potamus Trading LLC
Industry Financial Services
Experience
Potamus Trading LLC January 2012 - Present
PhaseCapital LP January 2008 - December 2011
Sowood Capital Management August 2005 - October 2007
BISYS Fund Services 2000 - August 2005
Skills
Finance, Capital Markets, Hedge Funds, Equities, Alternative Investments, Asset Management, Fixed Income, Valuation, Bloomberg, Electronic Trading, Investments, Derivatives, Financial Analysis, Securities
Education
Bowdoin College 1996 — 2000
Bachelor of Arts (B.A.), Economics and French
Potamus Trading LLC January 2012 - Present
PhaseCapital LP January 2008 - December 2011
Sowood Capital Management August 2005 - October 2007
BISYS Fund Services 2000 - August 2005
Skills
Finance, Capital Markets, Hedge Funds, Equities, Alternative Investments, Asset Management, Fixed Income, Valuation, Bloomberg, Electronic Trading, Investments, Derivatives, Financial Analysis, Securities
Education
Bowdoin College 1996 — 2000
Bachelor of Arts (B.A.), Economics and French
Terry Browne Terry Browne's BISYS Fund Services Experience 2004 - 2005
Job "Invest in Solutions"
Industry Financial Services
Experience
Nationwide Financial November 2009 - Present
Wadada Sunrises Ltd. June 2007 - Present
TD Browne, Inc. June 1998 - Present
Merrill Lynch 2008 - 2009
Countrywide Bank September 2007 - January 2008
Countrywide Bank September 2007 - January 2008
Citicorp January 1989 - May 2006
BISYS Fund Services 2004 - 2005
BISYS June 2004 - December 2004
Donahue Securities Liquidation March 2001 - September 2003
Skills
Mutual Funds, Financial Services
Education
Fordham University 1990 — 1994
Nationwide Financial November 2009 - Present
Wadada Sunrises Ltd. June 2007 - Present
TD Browne, Inc. June 1998 - Present
Merrill Lynch 2008 - 2009
Countrywide Bank September 2007 - January 2008
Countrywide Bank September 2007 - January 2008
Citicorp January 1989 - May 2006
BISYS Fund Services 2004 - 2005
BISYS June 2004 - December 2004
Donahue Securities Liquidation March 2001 - September 2003
Skills
Mutual Funds, Financial Services
Education
Fordham University 1990 — 1994
Stephen Deane Stephen Deane's BISYS Fund Services Experience October 1995 - March 2006
Job Senior Systems Administrator at Fiserv Inc
Industry Information Technology and Services
Experience
Fiserv October 1995 - Present
DeaneCo IT Services November 2009 - Present
No Agenda Show October 2014 - Present
Peters & Associates August 2013 - August 2014
Raddon financial 2006 - 2008
Colbert Custom Framing 1998 - 2008
BISYS Fund Services October 1995 - March 2006
Skills
Microsoft ForeFront, VMware ESX, Microsoft Servers, Windows Server, 2008 R2, VMware View, VMware, Active Directory, Microsoft Exchange, SharePoint, Disaster Recovery, Virtualization, Server Architecture, DNS, DHCP, Servers, System Administration, vSphere, Troubleshooting, Software Documentation, Microsoft Technologies, Forefront, Citrix, Data Center, Cisco Technologies, SAN, VPN, Routers, Vendor Management, VoIP, System Deployment, IT Operations, WAN, Storage Area Networks, IIS
Education
College of DuPage 1994 — 2008
Internetworking Technician, System, Networking, and LAN/WAN Management/Manager
Fiserv October 1995 - Present
DeaneCo IT Services November 2009 - Present
No Agenda Show October 2014 - Present
Peters & Associates August 2013 - August 2014
Raddon financial 2006 - 2008
Colbert Custom Framing 1998 - 2008
BISYS Fund Services October 1995 - March 2006
Skills
Microsoft ForeFront, VMware ESX, Microsoft Servers, Windows Server, 2008 R2, VMware View, VMware, Active Directory, Microsoft Exchange, SharePoint, Disaster Recovery, Virtualization, Server Architecture, DNS, DHCP, Servers, System Administration, vSphere, Troubleshooting, Software Documentation, Microsoft Technologies, Forefront, Citrix, Data Center, Cisco Technologies, SAN, VPN, Routers, Vendor Management, VoIP, System Deployment, IT Operations, WAN, Storage Area Networks, IIS
Education
College of DuPage 1994 — 2008
Internetworking Technician, System, Networking, and LAN/WAN Management/Manager
Merrilyn Goodman Merrilyn Goodman's BISYS Fund Services Experience 2001 - 2007
Job Operations Specialist
Industry Security and Investigations
Experience
Meeder Investment Management October 2014 - Present
Citi May 2011 - August 2012
Citi September 2008 - May 2011
Citi May 2007 - September 2008
BISYS Fund Services 2001 - 2007
Skills
Program Management, Risk Management, Process Improvement, Customer Service, Team Building, Microsoft Office, Leadership, Access, Financial Analysis, Banking, Financial Reporting, Policy, Accounting, Budgets, Mutual Funds, Securities, Equities
Education
DeVry University-Ohio 1994 — 1999
Accounting
Meeder Investment Management October 2014 - Present
Citi May 2011 - August 2012
Citi September 2008 - May 2011
Citi May 2007 - September 2008
BISYS Fund Services 2001 - 2007
Skills
Program Management, Risk Management, Process Improvement, Customer Service, Team Building, Microsoft Office, Leadership, Access, Financial Analysis, Banking, Financial Reporting, Policy, Accounting, Budgets, Mutual Funds, Securities, Equities
Education
DeVry University-Ohio 1994 — 1999
Accounting
Dena Quinn's BISYS Fund Services Experience November 1997 - November 1999
Job Portfolio Manager, Northeast Sales District, New England R&D, MidAtlantic Public Sector at Microsoft
Industry Real Estate
Experience
Microsoft January 2015 - Present
Microsoft October 2009 - Present
Skype October 2009 - February 2013
eBay Inc October 2008 - November 2009
William Raveis Real Estate February 2003 - June 2008
William Raveis Real Estate February 2003 - June 2008
William Raveis Real Estate February 2003 - December 2006
Julies Kitchen August 2001 - October 2002
Preservation Properties January 2000 - August 2001
BISYS Fund Services November 1997 - November 1999
Skills
Project Management, Contract Negotiation, Budgets, Management, Training, Selling, Business Development, Negotiation, Sales Operations, Forecasting, Marketing, Sales, Sales Management, Procurement, Strategy, Leadership, Analysis, Start-ups, Cross-functional Team..., Finance
Education
Fashion Institute of Technology 1980 — 1982
AAS, Textile Technology
Long Beach High School 1978 — 1982
Microsoft January 2015 - Present
Microsoft October 2009 - Present
Skype October 2009 - February 2013
eBay Inc October 2008 - November 2009
William Raveis Real Estate February 2003 - June 2008
William Raveis Real Estate February 2003 - June 2008
William Raveis Real Estate February 2003 - December 2006
Julies Kitchen August 2001 - October 2002
Preservation Properties January 2000 - August 2001
BISYS Fund Services November 1997 - November 1999
Skills
Project Management, Contract Negotiation, Budgets, Management, Training, Selling, Business Development, Negotiation, Sales Operations, Forecasting, Marketing, Sales, Sales Management, Procurement, Strategy, Leadership, Analysis, Start-ups, Cross-functional Team..., Finance
Education
Fashion Institute of Technology 1980 — 1982
AAS, Textile Technology
Long Beach High School 1978 — 1982
Michael McFarland , M.S.'s BISYS Fund Services Experience August 2001 - August 2004
Job IT Service Desk Technician at AIT Laboratories
Industry Computer Networking
Experience
AIT Laboratories May 2013 - Present
Embry-Riddle Aeronautical University February 2002 - Present
Johnson County Public Library August 2006 - May 2013
Unisys March 2005 - August 2006
TEKsystems March 2005 - September 2005
Kelly Technology August 2004 - February 2005
Triad Personnel/General Employment June 2004 - August 2004
BISYS Fund Services August 2001 - August 2004
Meridian IQ (Megasys,Inc.) August 2000 - August 2001
Keane Care (CARE Computer Systems) August 1998 - July 2000
Skills
Technical Support, Help Desk Support, Networking, Windows, Troubleshooting, Software Documentation, Active Directory, Windows 7, LAN-WAN, Windows XP, Servers, Teaching, Active Directory..., Customer Service..., Hardware, Information Technology, Cisco VoIP, Microsoft Exchange, Training, Microsoft Office, System Administration, Customer Service, Software Configuration..., Printers, IT Hardware Support, Network Administration, Computer Hardware, Laptops, iPhone Support, Microsoft System Center..., Microsoft Configuration..., Internal Employee..., Tuning and Optimizing..., TCP/IP protocols, McAfee Viruscan..., DHCP, DNS, Windows Server, Switches, Enterprise Software, Public Speaking, Software Installation
Education
Ball State University 1997 — 1998
Master's Degree, Information and Communication Science
Ball State University 1991 — 1993
Bachelor's Degree, Telecommunications/Broadcasting
Vincennes University 1989 — 1991
Associate's Degree, Broadcasting
North Central High School-Indianapolis 1985 — 1989
High School, College Prepatory-Grades 9 through 12
AIT Laboratories May 2013 - Present
Embry-Riddle Aeronautical University February 2002 - Present
Johnson County Public Library August 2006 - May 2013
Unisys March 2005 - August 2006
TEKsystems March 2005 - September 2005
Kelly Technology August 2004 - February 2005
Triad Personnel/General Employment June 2004 - August 2004
BISYS Fund Services August 2001 - August 2004
Meridian IQ (Megasys,Inc.) August 2000 - August 2001
Keane Care (CARE Computer Systems) August 1998 - July 2000
Skills
Technical Support, Help Desk Support, Networking, Windows, Troubleshooting, Software Documentation, Active Directory, Windows 7, LAN-WAN, Windows XP, Servers, Teaching, Active Directory..., Customer Service..., Hardware, Information Technology, Cisco VoIP, Microsoft Exchange, Training, Microsoft Office, System Administration, Customer Service, Software Configuration..., Printers, IT Hardware Support, Network Administration, Computer Hardware, Laptops, iPhone Support, Microsoft System Center..., Microsoft Configuration..., Internal Employee..., Tuning and Optimizing..., TCP/IP protocols, McAfee Viruscan..., DHCP, DNS, Windows Server, Switches, Enterprise Software, Public Speaking, Software Installation
Education
Ball State University 1997 — 1998
Master's Degree, Information and Communication Science
Ball State University 1991 — 1993
Bachelor's Degree, Telecommunications/Broadcasting
Vincennes University 1989 — 1991
Associate's Degree, Broadcasting
North Central High School-Indianapolis 1985 — 1989
High School, College Prepatory-Grades 9 through 12
Neil Bookout Neil Bookout's BISYS Fund Services Experience 2002 - 2003
Job President at Columbus Environmental
Industry Construction
Experience
Columbus Environmental May 2014 - Present
Able Roof/Mr Roof/Armor Distribution January 2013 - May 2014
J&D Home Improvement, Inc. May 2008 - December 2012
Franklin University 2003 - 2004
BISYS Fund Services 2002 - 2003
Skills
Strategic Planning, Financial Reporting, Managerial Finance, Cash Flow, Cost Accounting, Forecasting, Financial Analysis, Accounting, Budgets, Cash Management, Financial Modeling, Internal Controls, Working Capital..., Cash Flow Forecasting, Mergers, Customer Service
Education
Franklin University 2003 — 2004
Master of Business Administration (MBA), Business Administration and Management, General
Franklin University 2002 — 2003
Bachelor's degree, Accounting
Franklin University 2000 — 2002
Bachelor's degree, Finance, General
Columbus Environmental May 2014 - Present
Able Roof/Mr Roof/Armor Distribution January 2013 - May 2014
J&D Home Improvement, Inc. May 2008 - December 2012
Franklin University 2003 - 2004
BISYS Fund Services 2002 - 2003
Skills
Strategic Planning, Financial Reporting, Managerial Finance, Cash Flow, Cost Accounting, Forecasting, Financial Analysis, Accounting, Budgets, Cash Management, Financial Modeling, Internal Controls, Working Capital..., Cash Flow Forecasting, Mergers, Customer Service
Education
Franklin University 2003 — 2004
Master of Business Administration (MBA), Business Administration and Management, General
Franklin University 2002 — 2003
Bachelor's degree, Accounting
Franklin University 2000 — 2002
Bachelor's degree, Finance, General
Jeffrey Schrumm's BISYS Fund Services Experience May 2004 - March 2006
Job Director, Private Equity Solutions
Industry Information Technology and Services
Experience
SS&C Technologies November 2009 - Present
TheNextRound, Inc. March 2006 - November 2009
BISYS Fund Services May 2004 - March 2006
State Street July 2003 - May 2004
Education
Bentley University 1999 — 2003
BS-FI, Finance, IT
SS&C Technologies November 2009 - Present
TheNextRound, Inc. March 2006 - November 2009
BISYS Fund Services May 2004 - March 2006
State Street July 2003 - May 2004
Education
Bentley University 1999 — 2003
BS-FI, Finance, IT
Linda Streamer Linda Streamer's BISYS Fund Services Experience 2000 - 2006
Job Corporate Travel Consultant
Industry Hospitality
Experience
Egencia, an Expedia company May 2015 - Present
ROVIA LLC January 2007 - April 2015
BISYS Fund Services 2000 - 2006
Skills
Customer Service, Sales, Business Travel, Travel Management, Leisure Travel, Sabre, GDS, Travel Technology, Account Management, Online Travel, Event Management, Amadeus, Operations Management, Adventure Travel, GDS systems, Event Planning, Tourism, Cruises, Vacation, Hotels, Incentive Travel, Leisure, Tour Operators, Hotel Booking, Hospitality
Education
Columbus State Community College 2004 — 2005
Associates, Travel Tourism Mangement
Egencia, an Expedia company May 2015 - Present
ROVIA LLC January 2007 - April 2015
BISYS Fund Services 2000 - 2006
Skills
Customer Service, Sales, Business Travel, Travel Management, Leisure Travel, Sabre, GDS, Travel Technology, Account Management, Online Travel, Event Management, Amadeus, Operations Management, Adventure Travel, GDS systems, Event Planning, Tourism, Cruises, Vacation, Hotels, Incentive Travel, Leisure, Tour Operators, Hotel Booking, Hospitality
Education
Columbus State Community College 2004 — 2005
Associates, Travel Tourism Mangement
Lanine Hall Lanine Hall's BISYS Fund Services Experience 1990 - 1997
Job SVP Financial Operations & Administration at Melody Management
Industry Music
Experience
Melody Management June 2009 - Present
Huntington National Bank 2008 - 2009
Huntington National Bank 2005 - 2008
Huntington National Bank 2001 - 2005
Huntington National Bank 1999 - 2001
Huntington National Bank 1998 - 1999
BISYS Fund Services 1990 - 1997
KeyBank 1984 - 1990
Skills
Business Analysis, Banking, Mutual Funds, Process Improvement, Relationship Management, Vendor Management, Securities
Education
Franklin University
Finance
Northland High School
The Ohio State University
Computer Science
Melody Management June 2009 - Present
Huntington National Bank 2008 - 2009
Huntington National Bank 2005 - 2008
Huntington National Bank 2001 - 2005
Huntington National Bank 1999 - 2001
Huntington National Bank 1998 - 1999
BISYS Fund Services 1990 - 1997
KeyBank 1984 - 1990
Skills
Business Analysis, Banking, Mutual Funds, Process Improvement, Relationship Management, Vendor Management, Securities
Education
Franklin University
Finance
Northland High School
The Ohio State University
Computer Science
Bob Chetty Bob Chetty's BISYS Fund Services Experience November 1991 - February 1998
Job Specialist at Carlisle & Gallagher Consulting Group
Industry Financial Services
Experience
Carlisle & Gallagher Consulting Group November 2014 - July 2015
Charlotte Works (formerly ProNet Charlotte) September 2009 - October 2014
Bank of America December 2009 - November 2010
Bank of America October 2005 - February 2009
PFPC February 2005 - September 2005
Bank of America February 2001 - January 2005
Nationwide - Nationwide Advisory Services, Inc. February 1998 - May 2000
BISYS Fund Services November 1991 - February 1998
Waddell & Reed Financial Services January 1991 - November 1991
Skills
Operational Risk..., New Process..., Process Improvement, Process Management, Process Mapping, Process Development, Mutual Funds, Transfer Agency, Separately Managed..., Business Continuity, Disaster Recovery, Disaster Preparedness, Vendor Management, Business Analysis, Information Security..., Information Protection, Business Support, Operations Support, Compliance Oversight, Procedure Development, Procedure Creation, Procedure Manuals, Procedure Design, Procedure Analysis, Procedure Review, Policy Analysis, Policy Writing, Process Simulation, Leadership, Business Process Mapping, Emergency Management, Operational Support, Business Process, Portfolio Management, Management, Analysis, Financial Services
Education
Denison University 1986 — 1990
Bachelor of Arts
University of North Carolina at Charlotte 2013 — 2013
Business Process Management Certificate
Kimball Union Academy - Meriden, NH 1985 — 1986
Milford Area Senior High (MASH) - Milford, NH
Carlisle & Gallagher Consulting Group November 2014 - July 2015
Charlotte Works (formerly ProNet Charlotte) September 2009 - October 2014
Bank of America December 2009 - November 2010
Bank of America October 2005 - February 2009
PFPC February 2005 - September 2005
Bank of America February 2001 - January 2005
Nationwide - Nationwide Advisory Services, Inc. February 1998 - May 2000
BISYS Fund Services November 1991 - February 1998
Waddell & Reed Financial Services January 1991 - November 1991
Skills
Operational Risk..., New Process..., Process Improvement, Process Management, Process Mapping, Process Development, Mutual Funds, Transfer Agency, Separately Managed..., Business Continuity, Disaster Recovery, Disaster Preparedness, Vendor Management, Business Analysis, Information Security..., Information Protection, Business Support, Operations Support, Compliance Oversight, Procedure Development, Procedure Creation, Procedure Manuals, Procedure Design, Procedure Analysis, Procedure Review, Policy Analysis, Policy Writing, Process Simulation, Leadership, Business Process Mapping, Emergency Management, Operational Support, Business Process, Portfolio Management, Management, Analysis, Financial Services
Education
Denison University 1986 — 1990
Bachelor of Arts
University of North Carolina at Charlotte 2013 — 2013
Business Process Management Certificate
Kimball Union Academy - Meriden, NH 1985 — 1986
Milford Area Senior High (MASH) - Milford, NH
Marcel Johnson Marcel Johnson's BISYS Fund Services Experience 1998 - 2001
Job Electronic Tech. / Network Admin. PPOD at Broward County Schools
Industry Computer Networking
Experience
Broward County Schools July 2007 - Present
AlphaStaff October 2001 - July 2007
BISYS Fund Services 1998 - 2001
Education
Barry University 2002 — 2005
University of Miami - School of Business
MBA, MBA- Business Admin.
Broward County Schools July 2007 - Present
AlphaStaff October 2001 - July 2007
BISYS Fund Services 1998 - 2001
Education
Barry University 2002 — 2005
University of Miami - School of Business
MBA, MBA- Business Admin.
Mike Berger, CIPM's BISYS Fund Services Experience 1999 - 2001
Job Sr. Enterprise Risk Analyst at Ohio Public Employees Retirement System
Industry Financial Services
Experience
Ohio Public Employees Retirement System April 2013 - Present
Ohio Public Employees Retirement System July 2011 - April 2013
Ohio Bureau of Workers' Compensation March 2008 - July 2011
Spectrum Global Fund Administration May 2007 - April 2008
Meeder Financial August 2002 - April 2007
PFPC January 2002 - August 2002
Ohio Air National Guard May 1995 - May 2001
BISYS Fund Services 1999 - 2001
Skills
Mutual Funds, Investments, Bloomberg, Fund Accounting, Financial Services, Hedge Funds, Asset Management, Financial Markets, Alternative Investments, Asset Allocation, Portfolio Management, Fixed Income, Investment Strategies
Education
Ohio University-Lancaster 2008 — 2009
Masters, Financial Economics
Bowling Green State University 1995 — 1999
Bachelor of Science, Business Administration / Accounting
Ohio Public Employees Retirement System April 2013 - Present
Ohio Public Employees Retirement System July 2011 - April 2013
Ohio Bureau of Workers' Compensation March 2008 - July 2011
Spectrum Global Fund Administration May 2007 - April 2008
Meeder Financial August 2002 - April 2007
PFPC January 2002 - August 2002
Ohio Air National Guard May 1995 - May 2001
BISYS Fund Services 1999 - 2001
Skills
Mutual Funds, Investments, Bloomberg, Fund Accounting, Financial Services, Hedge Funds, Asset Management, Financial Markets, Alternative Investments, Asset Allocation, Portfolio Management, Fixed Income, Investment Strategies
Education
Ohio University-Lancaster 2008 — 2009
Masters, Financial Economics
Bowling Green State University 1995 — 1999
Bachelor of Science, Business Administration / Accounting
Jeana Borkholder Jeana Borkholder's BISYS Fund Services Experience April 2003 - June 2004
Job Senior Staff Accountant at Mattison Yoder
Industry Accounting
Experience
Xingu Mission USA February 2011 - Present
Mattison, Yoder & Company, LLC July 2004 - Present
BISYS Fund Services April 2003 - June 2004
Skills
Accounting, Accounts Payable, Analysis, Financial Reporting, Microsoft Excel, Microsoft Office, Nonprofits, Public Speaking, QuickBooks, Small Business, Team Building, Financial Accounting
Education
DeVry University 2000 — 2003
BA, Accounting
Xingu Mission USA February 2011 - Present
Mattison, Yoder & Company, LLC July 2004 - Present
BISYS Fund Services April 2003 - June 2004
Skills
Accounting, Accounts Payable, Analysis, Financial Reporting, Microsoft Excel, Microsoft Office, Nonprofits, Public Speaking, QuickBooks, Small Business, Team Building, Financial Accounting
Education
DeVry University 2000 — 2003
BA, Accounting
John Washika, CAMS John Washika, CAMS's BISYS Fund Services Experience 2005 - 2005
Job Executive Director Commercial Banking Regulatory Operations
Industry Banking
Experience
JPMorgan Chase & Co. November 2013 - Present
J.P. Morgan Chase September 2010 - October 2013
JPMorgan Chase September 2005 - September 2010
BISYS Fund Services 2005 - 2005
FirstMerit Bank 2002 - 2005
Skills
Banking, Financial Analysis, Credit Analysis, Financial Risk, Risk Management, Analysis, Credit, Internal Audit, Portfolio Management, Financial Modeling, Retail Banking, Credit Risk, Financial Services, Enterprise Risk..., Operational Risk, Management, Finance, Leadership, Process Improvement, Internal Controls, Auditing
Education
Capital University 2014 — 2015
Master of Business Administration (MBA)
Keller Graduate School Of Management 2005 — 2007
Masters
Franklin University 2001 — 2004
Bsc
University of Nairobi 2000 — 2001
Bachelor Of Commerce
St. Mary's School
JPMorgan Chase & Co. November 2013 - Present
J.P. Morgan Chase September 2010 - October 2013
JPMorgan Chase September 2005 - September 2010
BISYS Fund Services 2005 - 2005
FirstMerit Bank 2002 - 2005
Skills
Banking, Financial Analysis, Credit Analysis, Financial Risk, Risk Management, Analysis, Credit, Internal Audit, Portfolio Management, Financial Modeling, Retail Banking, Credit Risk, Financial Services, Enterprise Risk..., Operational Risk, Management, Finance, Leadership, Process Improvement, Internal Controls, Auditing
Education
Capital University 2014 — 2015
Master of Business Administration (MBA)
Keller Graduate School Of Management 2005 — 2007
Masters
Franklin University 2001 — 2004
Bsc
University of Nairobi 2000 — 2001
Bachelor Of Commerce
St. Mary's School
Ken Poudrier's BISYS Fund Services Experience October 2004 - February 2006
Job Founder/Managing Member at Pillar Fund Services, LLC
Industry Financial Services
Experience
Pillar Fund Services, LLC July 2015 - Present
SS&C Technologies September 2012 - July 2015
Gravity Financial, LLC (acquired by SS&C Technologies) May 2007 - September 2012
Beacon Consulting Group February 2006 - May 2007
BISYS Fund Services October 2004 - February 2006
State Street February 1994 - October 2004
The Equitable (AXA) September 1992 - February 1994
Education
Brandeis University 1988 — 1992
BA, Economics
Pillar Fund Services, LLC July 2015 - Present
SS&C Technologies September 2012 - July 2015
Gravity Financial, LLC (acquired by SS&C Technologies) May 2007 - September 2012
Beacon Consulting Group February 2006 - May 2007
BISYS Fund Services October 2004 - February 2006
State Street February 1994 - October 2004
The Equitable (AXA) September 1992 - February 1994
Education
Brandeis University 1988 — 1992
BA, Economics
Peter Quinn's BISYS Fund Services Experience 2006 - 2007
Job Strategic Consultant at Team Advocate (formerly GCR)
Industry Management Consulting
Experience
Team Advocate March 2011 - Present
HP Squared, LLC March 2010 - March 2011
National Commercial Bank of Jamaica 2008 - 2010
Citi 2007 - 2008
BISYS Fund Services 2006 - 2007
IT Division - Comm Of Mass 2002 - 2006
Boston Financial Data Services 1994 - 2001
Skills
Business Analysis, Risk Management, Business Process..., Vendor Management, Banking, Portfolio Management, Asset Managment, Investments, Financial Services, Strategic Planning, Investment Banking, Financial Modeling, Program Management, Financial Analysis, Financial Risk, Integration, Change Management, Asset Management, Mutual Funds, New Business Development, Project Management, Strategy, IT Strategy, Mergers & Acquisitions, Insurance, Management Consulting, PMO, Business Intelligence, ERP, Budgets, Private Equity, Project Planning, Management, Relationship Management, Outsourcing, Business Strategy, Analysis, Corporate Finance, Executive Management, Process Improvement, Wealth Management, Mergers, Internal Audit, Business Planning, Enterprise Software, Strategic Financial..., Business Process, Cloud Computing, Leadership, CRM
Education
Cambridge College 1993 — 1995
Masters, Management; Diversity in the Workplace; Mediation and Negotiation
Team Advocate March 2011 - Present
HP Squared, LLC March 2010 - March 2011
National Commercial Bank of Jamaica 2008 - 2010
Citi 2007 - 2008
BISYS Fund Services 2006 - 2007
IT Division - Comm Of Mass 2002 - 2006
Boston Financial Data Services 1994 - 2001
Skills
Business Analysis, Risk Management, Business Process..., Vendor Management, Banking, Portfolio Management, Asset Managment, Investments, Financial Services, Strategic Planning, Investment Banking, Financial Modeling, Program Management, Financial Analysis, Financial Risk, Integration, Change Management, Asset Management, Mutual Funds, New Business Development, Project Management, Strategy, IT Strategy, Mergers & Acquisitions, Insurance, Management Consulting, PMO, Business Intelligence, ERP, Budgets, Private Equity, Project Planning, Management, Relationship Management, Outsourcing, Business Strategy, Analysis, Corporate Finance, Executive Management, Process Improvement, Wealth Management, Mergers, Internal Audit, Business Planning, Enterprise Software, Strategic Financial..., Business Process, Cloud Computing, Leadership, CRM
Education
Cambridge College 1993 — 1995
Masters, Management; Diversity in the Workplace; Mediation and Negotiation
David Logan, MBA David Logan, MBA's BISYS Fund Services Experience January 2000 - July 2001
Job Accounting and Finance Manager at Solid Waste Authority of Central Ohio
Industry Financial Services
Experience
Solid Waste Authority of Central Ohio July 2015 - Present
Columbus State Community College September 2010 - Present
Franklin University March 2003 - Present
Pearl Interactive Network Inc. July 2014 - March 2015
Battelle Memorial Institute February 2008 - June 2014
Ohio Bureau of Workers' Compensation May 2006 - February 2008
Ohio School Employees Retirement System July 2001 - May 2006
BISYS Fund Services January 2000 - July 2001
Family Counseling Center March 1998 - December 1999
Skills
Management, Budgets, Financial Modeling, Analysis, Finance, Auditing, Investments, Internal Controls, Accounting, Portfolio Management, Asset Managment, Internal Audit, Cash Flow, Equities, Fixed Income, Bloomberg, Accounts Receivable, Financial Risk, Financial Management, Contract Review &..., Business Model..., Finance Controls, Investment Strategies, Strategic Pricing Models, Portfolio Management &..., Cost/Benefit Analysis, Financial Systems, Budgeting & Expense..., Staff Training &..., Expense Control, Policy/Procedure..., Risk Analysis Models, Accounting/Finance..., P&L Responsibility, Capital Budget..., Due Diligence..., Policy, Corporate Finance, Business Development, Financial Analysis, Financial Reporting, Risk Management, Government Contracting, Mergers & Acquisitions, Financial Forecasting, Managerial Finance, Asset Management, Due Diligence
Education
Franklin University 2001 — 2002
Master of Business Administration (MBA), Business Administration, Management and Operations
Shawnee State University 1993 — 1998
Bachelors of Science in Business Administration, Business/Managerial Economics
Solid Waste Authority of Central Ohio July 2015 - Present
Columbus State Community College September 2010 - Present
Franklin University March 2003 - Present
Pearl Interactive Network Inc. July 2014 - March 2015
Battelle Memorial Institute February 2008 - June 2014
Ohio Bureau of Workers' Compensation May 2006 - February 2008
Ohio School Employees Retirement System July 2001 - May 2006
BISYS Fund Services January 2000 - July 2001
Family Counseling Center March 1998 - December 1999
Skills
Management, Budgets, Financial Modeling, Analysis, Finance, Auditing, Investments, Internal Controls, Accounting, Portfolio Management, Asset Managment, Internal Audit, Cash Flow, Equities, Fixed Income, Bloomberg, Accounts Receivable, Financial Risk, Financial Management, Contract Review &..., Business Model..., Finance Controls, Investment Strategies, Strategic Pricing Models, Portfolio Management &..., Cost/Benefit Analysis, Financial Systems, Budgeting & Expense..., Staff Training &..., Expense Control, Policy/Procedure..., Risk Analysis Models, Accounting/Finance..., P&L Responsibility, Capital Budget..., Due Diligence..., Policy, Corporate Finance, Business Development, Financial Analysis, Financial Reporting, Risk Management, Government Contracting, Mergers & Acquisitions, Financial Forecasting, Managerial Finance, Asset Management, Due Diligence
Education
Franklin University 2001 — 2002
Master of Business Administration (MBA), Business Administration, Management and Operations
Shawnee State University 1993 — 1998
Bachelors of Science in Business Administration, Business/Managerial Economics
Asya Nagdimova's BISYS Fund Services Experience April 2003 - August 2004
Job Accounting Manager at Jacobson Family Investments, Inc (Family Office)
Industry Financial Services
Experience
Jacobson Family Investments, Inc December 2009 - May 2015
Reservoir Capital Group September 2004 - March 2009
BISYS Fund Services April 2003 - August 2004
EisnerAmper LLP August 2000 - March 2003
Skills
Financial Services, Financial Analysis, Financial Reporting, Investor Relations, Family Office, Management Company..., Internal Controls, Financial Modeling, Financial Accounting, US GAAP, GAAP, Accounting, Auditing
Education
Baruch College, City University of New York (CUNY)
Pace University
Jacobson Family Investments, Inc December 2009 - May 2015
Reservoir Capital Group September 2004 - March 2009
BISYS Fund Services April 2003 - August 2004
EisnerAmper LLP August 2000 - March 2003
Skills
Financial Services, Financial Analysis, Financial Reporting, Investor Relations, Family Office, Management Company..., Internal Controls, Financial Modeling, Financial Accounting, US GAAP, GAAP, Accounting, Auditing
Education
Baruch College, City University of New York (CUNY)
Pace University
Christina J. (Bango) Miller Christina J. (Bango) Miller's BISYS Fund Services Experience May 1998 - November 2001
Job OSBA Certified Paralegal at Bricker & Eckler LLP
Industry Law Practice
Experience
Bricker & Eckler LLP March 2003 - Present
TEAM America, Inc. December 2001 - March 2003
BISYS Fund Services May 1998 - November 2001
Skills
Corporate Governance, Legal Research, Uniform Commercial Code, Not for Profit, Corporate Law, Legal Writing, Intellectual Property, Securities, Mergers, Due Diligence, Westlaw, Trademarks, Mergers & Acquisitions
Education
Capital University Law School 2000 — 2000
Certification, Paralegal Program
Ashland University 1994 — 1998
BSBA, Marketing and Management
Bucyrus High School
Bricker & Eckler LLP March 2003 - Present
TEAM America, Inc. December 2001 - March 2003
BISYS Fund Services May 1998 - November 2001
Skills
Corporate Governance, Legal Research, Uniform Commercial Code, Not for Profit, Corporate Law, Legal Writing, Intellectual Property, Securities, Mergers, Due Diligence, Westlaw, Trademarks, Mergers & Acquisitions
Education
Capital University Law School 2000 — 2000
Certification, Paralegal Program
Ashland University 1994 — 1998
BSBA, Marketing and Management
Bucyrus High School
Keesha Jones Keesha Jones's BISYS Fund Services Experience July 2001 - February 2003
Job Wife. Mother. Leader. Woman. Remixed.
Industry Individual & Family Services
Experience
Alabama Department of Public Health / Montgomery County Health Dept (Montg., AL) August 2010 - August 2013
Jones Personal Assistance Services, LLC September 2006 - December 2007
Montgomery Water Works & Sanitary Sewer Board August 2003 - April 2006
BISYS Fund Services July 2001 - February 2003
Aliant Bank May 1997 - April 2001
Skills
Program Management, Program Development, Business Planning, Operating Budgets, Strategic Communications, Internal Communications, Diversity & Inclusion, Customer Engagement, Employee Training, Team Mentoring, Peer Support, Public Speaking, Research, Editing, Technical Writing, Youth Mentoring, Creative Direction, Number Crunching, Cash Management, Microsoft Office, Proofreading, Web Content, Academic Tutoring, Training, Leadership, Staff Development
Education
Faulkner University 1996 — 2000
Bachelor of Business Administration (B.B.A.), Business Administration with Accounting Emphasis
Florida A&M University 1995 — 1996
Business/Managerial Economics
Alabama Department of Public Health / Montgomery County Health Dept (Montg., AL) August 2010 - August 2013
Jones Personal Assistance Services, LLC September 2006 - December 2007
Montgomery Water Works & Sanitary Sewer Board August 2003 - April 2006
BISYS Fund Services July 2001 - February 2003
Aliant Bank May 1997 - April 2001
Skills
Program Management, Program Development, Business Planning, Operating Budgets, Strategic Communications, Internal Communications, Diversity & Inclusion, Customer Engagement, Employee Training, Team Mentoring, Peer Support, Public Speaking, Research, Editing, Technical Writing, Youth Mentoring, Creative Direction, Number Crunching, Cash Management, Microsoft Office, Proofreading, Web Content, Academic Tutoring, Training, Leadership, Staff Development
Education
Faulkner University 1996 — 2000
Bachelor of Business Administration (B.B.A.), Business Administration with Accounting Emphasis
Florida A&M University 1995 — 1996
Business/Managerial Economics
Jesse Girald Jesse Girald's BISYS Fund Services Experience 2004 - 2006
Job Institutional Client Service and Marketing at Stone Harbor Investment Partners
Industry Investment Management
Experience
Stone Harbor Investment Partners April 2013 - Present
Shenkman Capital Management October 2006 - March 2013
BISYS Fund Services 2004 - 2006
Skills
Hedge Funds, Bloomberg, Alternative Investments, Fixed Income, Asset Managment, Portfolio Management, Equities, Investments, Asset Allocation, High Yield, Investment Strategies, Mutual Funds, Bonds, Securities, Trading Systems, Asset Management
Education
The University of Connecticut 2008 — 2010
Master of Business Administration (MBA), Finance, General
Boston University - School of Management 1999 — 2003
Bachelor of Science (BS), Business Administration and Management, General
Stone Harbor Investment Partners April 2013 - Present
Shenkman Capital Management October 2006 - March 2013
BISYS Fund Services 2004 - 2006
Skills
Hedge Funds, Bloomberg, Alternative Investments, Fixed Income, Asset Managment, Portfolio Management, Equities, Investments, Asset Allocation, High Yield, Investment Strategies, Mutual Funds, Bonds, Securities, Trading Systems, Asset Management
Education
The University of Connecticut 2008 — 2010
Master of Business Administration (MBA), Finance, General
Boston University - School of Management 1999 — 2003
Bachelor of Science (BS), Business Administration and Management, General
Angela Hagans Angela Hagans's BISYS Fund Services Experience April 2005 - April 2006
Job Property Damage Subrogation Adjuster at IFA Insurance Company
Industry Insurance
Experience
IFA Insurance Company August 2012 - Present
Comcast Cable June 2010 - August 2012
Target June 2008 - June 2010
BISYS Fund Services April 2005 - April 2006
State Farm March 1999 - April 2005
Skills
Invoicing, Insurance, Claim, Customer Service, Interviews, Liability, Spreadsheets, Accounting, Filing, Subrogation
Education
Western Governors University 2012 — 2015
Bachelor's degree, Accounting
Essex County College 2006 — 2009
Associate's degree, Accounting
IFA Insurance Company August 2012 - Present
Comcast Cable June 2010 - August 2012
Target June 2008 - June 2010
BISYS Fund Services April 2005 - April 2006
State Farm March 1999 - April 2005
Skills
Invoicing, Insurance, Claim, Customer Service, Interviews, Liability, Spreadsheets, Accounting, Filing, Subrogation
Education
Western Governors University 2012 — 2015
Bachelor's degree, Accounting
Essex County College 2006 — 2009
Associate's degree, Accounting
Barry Eisenman Barry Eisenman's BISYS Fund Services Experience 1991 - 1997
Job Marketing, branding and creative strategy consultant
Industry Marketing and Advertising
Experience
Nutis July 2014 - Present
BE Creative, Inc. December 1997 - Present
ForeverFit Personal Training for Women and Men January 2010 - Present
BrandAid360 January 2008 - January 2012
BISYS Fund Services 1991 - 1997
Martcom, Inc. 1988 - 1991
JK Parker Associates 1983 - 1987
Skills
Branding & Identity, Graphic Design, Advertising, Marketing Communications, Copywriting, Creative Direction, Social Media Marketing, Integrated Marketing, Email Marketing, Marketing Strategy, Direct Mail, Art Direction, Strategy, Marketing, Strategic Planning, Brand Development, Management, Sales, Online Marketing, Digital Marketing, Online Advertising, Product Marketing, Direct Marketing, Corporate Branding, SEO, Creative Strategy, Digital Strategy, Brand Management, Coaching, Social Media, Leadership, SEM, Lead Generation, Public Speaking
Education
California State University-Northridge 1975 — 1979
BA, Design, Advertising and Communications
The Ohio State University 1969 — 1970
Liberal Arts and Sciences/Liberal Studies / Spanish
Nutis July 2014 - Present
BE Creative, Inc. December 1997 - Present
ForeverFit Personal Training for Women and Men January 2010 - Present
BrandAid360 January 2008 - January 2012
BISYS Fund Services 1991 - 1997
Martcom, Inc. 1988 - 1991
JK Parker Associates 1983 - 1987
Skills
Branding & Identity, Graphic Design, Advertising, Marketing Communications, Copywriting, Creative Direction, Social Media Marketing, Integrated Marketing, Email Marketing, Marketing Strategy, Direct Mail, Art Direction, Strategy, Marketing, Strategic Planning, Brand Development, Management, Sales, Online Marketing, Digital Marketing, Online Advertising, Product Marketing, Direct Marketing, Corporate Branding, SEO, Creative Strategy, Digital Strategy, Brand Management, Coaching, Social Media, Leadership, SEM, Lead Generation, Public Speaking
Education
California State University-Northridge 1975 — 1979
BA, Design, Advertising and Communications
The Ohio State University 1969 — 1970
Liberal Arts and Sciences/Liberal Studies / Spanish
Dennis Magarian Dennis Magarian's BISYS Fund Services Experience May 2005 - May 2006
Job Legal Analyst at Brown Brothers Harriman
Industry Legal Services
Experience
Brown Brothers Harriman November 2011 - Present
Pegasystems November 2010 - October 2011
John Hancock May 2006 - October 2009
BISYS Fund Services May 2005 - May 2006
Investors Bank & Trust June 2004 - May 2005
Skills
Securities, Corporate Governance, Securities Regulation, Mutual Funds, Legal Writing, Legal Research, Corporate Law, AML, Insurance, Hedge Funds, Due Diligence, FINRA, Financial Services, Mergers, Microsoft Excel, Investments, Westlaw, Risk Management, Litigation Support, Perseverance, Mergers & Acquisitions, Privacy Law, Legal Compliance
Education
D'Amore-McKim School of Business at Northeastern University 2006 — 2009
MS, Managerial Leadership - Financial Markets and Institutions
Quinnipiac University 2000 — 2004
BA / BA, Legal Studies / English
Brown Brothers Harriman November 2011 - Present
Pegasystems November 2010 - October 2011
John Hancock May 2006 - October 2009
BISYS Fund Services May 2005 - May 2006
Investors Bank & Trust June 2004 - May 2005
Skills
Securities, Corporate Governance, Securities Regulation, Mutual Funds, Legal Writing, Legal Research, Corporate Law, AML, Insurance, Hedge Funds, Due Diligence, FINRA, Financial Services, Mergers, Microsoft Excel, Investments, Westlaw, Risk Management, Litigation Support, Perseverance, Mergers & Acquisitions, Privacy Law, Legal Compliance
Education
D'Amore-McKim School of Business at Northeastern University 2006 — 2009
MS, Managerial Leadership - Financial Markets and Institutions
Quinnipiac University 2000 — 2004
BA / BA, Legal Studies / English
Dale Williams Dale Williams's BISYS Fund Services Experience March 2000 - October 2005
Job Business Manager STEM at McGrawHill Education
Industry Publishing
Experience
McGraw-Hill School Education October 2005 - Present
McGraw-Hill October 2005 - May 2012
BISYS Fund Services March 2000 - October 2005
Skills
Accounting, Analysis, Budgets, Business Analysis, Business Strategy, Financial Analysis, Financial Modeling, Financial Reporting, Forecasting, Leadership, Management, Microsoft Excel, Microsoft Office, Data Analysis, Fixed Income, Process Improvement, Project Management, Publishing, Sarbanes-Oxley Act, Vendor Management
Education
Franklin University 2006 — 2009
B.S.B.A, Accounting
The Ohio State University 1995 — 2000
B.S.B.A, Finance, Human Resources
McGraw-Hill School Education October 2005 - Present
McGraw-Hill October 2005 - May 2012
BISYS Fund Services March 2000 - October 2005
Skills
Accounting, Analysis, Budgets, Business Analysis, Business Strategy, Financial Analysis, Financial Modeling, Financial Reporting, Forecasting, Leadership, Management, Microsoft Excel, Microsoft Office, Data Analysis, Fixed Income, Process Improvement, Project Management, Publishing, Sarbanes-Oxley Act, Vendor Management
Education
Franklin University 2006 — 2009
B.S.B.A, Accounting
The Ohio State University 1995 — 2000
B.S.B.A, Finance, Human Resources
Ed Ricks II's BISYS Fund Services Experience 2001 - 2003
Job Regional Sales Manager at Q2
Industry Computer Software
Experience
Q2 Software January 2013 - Present
VSoft January 2009 - January 2013
Planet Fitness 2006 - 2009
Fidelity National Information Services 2003 - 2006
BISYS Fund Services 2001 - 2003
Fiserv 1998 - 2001
Metavante 1994 - 1998
Skills
Salesforce.com, Direct Sales, Account Management, Sales Management, Sales Process, Solution Selling, Enterprise Software, Customer Service, Strategic Planning, Product Management, Cloud Computing, Sales, Marketing, Marketing Strategy, SaaS, Business Development, Mobile Devices, Management, Leadership, Selling, CRM, Sales Operations, Strategic Partnerships, Start-ups, Product Marketing, New Business Development, Strategy, Professional Services, Lead Generation, Executive Management, E-commerce, Cold Calling, Contract Negotiation, Team Building, Business Analysis, Vendor Management, B2B, Team Leadership, Competitive Analysis, Business Strategy
Education
Auburn University 1990 — 1994
BS, International Business w/ a Concentration in Marketing
Q2 Software January 2013 - Present
VSoft January 2009 - January 2013
Planet Fitness 2006 - 2009
Fidelity National Information Services 2003 - 2006
BISYS Fund Services 2001 - 2003
Fiserv 1998 - 2001
Metavante 1994 - 1998
Skills
Salesforce.com, Direct Sales, Account Management, Sales Management, Sales Process, Solution Selling, Enterprise Software, Customer Service, Strategic Planning, Product Management, Cloud Computing, Sales, Marketing, Marketing Strategy, SaaS, Business Development, Mobile Devices, Management, Leadership, Selling, CRM, Sales Operations, Strategic Partnerships, Start-ups, Product Marketing, New Business Development, Strategy, Professional Services, Lead Generation, Executive Management, E-commerce, Cold Calling, Contract Negotiation, Team Building, Business Analysis, Vendor Management, B2B, Team Leadership, Competitive Analysis, Business Strategy
Education
Auburn University 1990 — 1994
BS, International Business w/ a Concentration in Marketing
Lou Nosko Lou Nosko's BISYS Fund Services Experience July 2005 - May 2006
Job
Industry Information Technology and Services
Experience
The Wendy's Company May 2015 - Present
Olentangy Liberty High School June 2011 - Present
Quick Solutions August 2014 - May 2015
Software Guidance & Assistance January 2014 - August 2014
Quick Solutions October 2010 - December 2013
JP Morgan Chase May 2006 - October 2010
Bisys Fund Services July 2005 - May 2006
Skills
Project Planning, Project Execution, Project Delivery, Budget Tracking, Budget Forecast, WBS, Change Management, Scope Management, MS Office Suite, MS Project, Project Reporting, Metrics, Project Management, Budgets, Business Analysis, IT Management, PMP, PMO, Program Management, Vendor Management, Management, Project Portfolio..., Visio, Process Improvement, Requirements Gathering, Business Process..., SharePoint, Resource Management, IT Strategy, Security, Requirements Analysis, Software Project..., SDLC
Education
Ashland University 2007 — 2009
Master of Business Administration (MBA), Executive Management/Project Management
Heidelberg University 2001 — 2005
BS, Business Administration/Finance
Fairview High School 1997 — 2001
The Wendy's Company May 2015 - Present
Olentangy Liberty High School June 2011 - Present
Quick Solutions August 2014 - May 2015
Software Guidance & Assistance January 2014 - August 2014
Quick Solutions October 2010 - December 2013
JP Morgan Chase May 2006 - October 2010
Bisys Fund Services July 2005 - May 2006
Skills
Project Planning, Project Execution, Project Delivery, Budget Tracking, Budget Forecast, WBS, Change Management, Scope Management, MS Office Suite, MS Project, Project Reporting, Metrics, Project Management, Budgets, Business Analysis, IT Management, PMP, PMO, Program Management, Vendor Management, Management, Project Portfolio..., Visio, Process Improvement, Requirements Gathering, Business Process..., SharePoint, Resource Management, IT Strategy, Security, Requirements Analysis, Software Project..., SDLC
Education
Ashland University 2007 — 2009
Master of Business Administration (MBA), Executive Management/Project Management
Heidelberg University 2001 — 2005
BS, Business Administration/Finance
Fairview High School 1997 — 2001
Mark Plaskow Mark Plaskow's BISYS Fund Services Experience May 2007 - January 2008
Job Advanced Artificial Intelligence and Data Science, Bioinformatics and Recognition
Industry Information Technology and Services
Experience
Individual April 2014 - Present
American Health Technology January 2009 - April 2014
Flairsoft June 2008 - June 2009
CurrenTech, Inc. (Current Technologies) September 1998 - December 2008
Nationwide Childrens Hospital December 2006 - October 2008
Buckeye Printing and Mailing October 2005 - October 2008
Bisys Fund Services May 2007 - January 2008
Columbus Children's Hospital December 2006 - January 2008
TekSystems 2005 - 2008
Rodenstock May 2007 - August 2007
Skills
SDLC, Process Improvement, Solution Architecture, Integration, Data Warehousing, Project Management, Software Development, Requirements Analysis, Microsoft SQL Server, SQL, C#, Oracle, IT Strategy, .NET, Analysis, Business Analysis, SharePoint, Software Documentation, Testing, Enterprise Architecture, Strategy, Agile Methodologies, Software Project..., Web Applications, Management, Databases, ETL, Unix, XML, Program Management, Visio, Quality Assurance, Networking, Leadership, Web Services
Education
Bloomsburg University of Pennsylvania 1988 — 1992
Conestoga High School 1985 — 1988
Individual April 2014 - Present
American Health Technology January 2009 - April 2014
Flairsoft June 2008 - June 2009
CurrenTech, Inc. (Current Technologies) September 1998 - December 2008
Nationwide Childrens Hospital December 2006 - October 2008
Buckeye Printing and Mailing October 2005 - October 2008
Bisys Fund Services May 2007 - January 2008
Columbus Children's Hospital December 2006 - January 2008
TekSystems 2005 - 2008
Rodenstock May 2007 - August 2007
Skills
SDLC, Process Improvement, Solution Architecture, Integration, Data Warehousing, Project Management, Software Development, Requirements Analysis, Microsoft SQL Server, SQL, C#, Oracle, IT Strategy, .NET, Analysis, Business Analysis, SharePoint, Software Documentation, Testing, Enterprise Architecture, Strategy, Agile Methodologies, Software Project..., Web Applications, Management, Databases, ETL, Unix, XML, Program Management, Visio, Quality Assurance, Networking, Leadership, Web Services
Education
Bloomsburg University of Pennsylvania 1988 — 1992
Conestoga High School 1985 — 1988
Michael DeVore, CPA Michael DeVore, CPA's BISYS Fund Services Experience 1999 - 2004
Job Director, Investment Accounting and Reporting at Aflac
Industry Financial Services
Experience
Aflac April 2012 - Present
Nationwide Insurance May 2009 - April 2012
Nationwide Insurance 2006 - 2009
Nationwide Insurance 2004 - 2006
BISYS Fund Services 1999 - 2004
Skills
GAAP, Statutory, Financial Reporting, Accounting, Project Management, Management, Internal Controls, Financial Statements, Analysis, CPA, Variance Analysis, Sarbanes-Oxley, SEC, Financial Analysis, Insurance, Auditing, Sarbanes-Oxley Act, Financial Accounting, Managerial Finance
Education
Capital University - School of Management 2002 — 2003
MBA, Finance/Accounting
Centre College 1995 — 1999
BS, Economics
Aflac April 2012 - Present
Nationwide Insurance May 2009 - April 2012
Nationwide Insurance 2006 - 2009
Nationwide Insurance 2004 - 2006
BISYS Fund Services 1999 - 2004
Skills
GAAP, Statutory, Financial Reporting, Accounting, Project Management, Management, Internal Controls, Financial Statements, Analysis, CPA, Variance Analysis, Sarbanes-Oxley, SEC, Financial Analysis, Insurance, Auditing, Sarbanes-Oxley Act, Financial Accounting, Managerial Finance
Education
Capital University - School of Management 2002 — 2003
MBA, Finance/Accounting
Centre College 1995 — 1999
BS, Economics
Pat Tobler, QKA's BISYS Fund Services Experience July 2003 - July 2004
Job Director, Enterprise Project Management at Ascensus
Industry Financial Services
Experience
Ascensus April 2013 - Present
Vanguard October 2011 - April 2013
Vanguard June 2009 - December 2011
Vanguard July 2004 - June 2009
BISYS Fund Services July 2003 - July 2004
Merrill Lynch April 2001 - July 2003
Merrill Lynch February 2000 - April 2001
Skills
People Development, Team Leadership, Project Management, Strategic Planning, Six Sigma, Strategy, Retirement, Team Management, Leadership, Management, Process Improvement, Business Process..., Change Management, Risk Management, Cross-functional Team..., Business Analysis, Team Building, Financial Analysis, Analysis, Program Management, Financial Services, SDLC, Vendor Management, Insurance, Relationship Management, CRM, Pensions, Portfolio Management, Mutual Funds, Finance
Education
DeSales University 1990 — 1994
Bachelor of Science, Accounting
Cardinal Dougherty High School 1987 — 1990
Ascensus April 2013 - Present
Vanguard October 2011 - April 2013
Vanguard June 2009 - December 2011
Vanguard July 2004 - June 2009
BISYS Fund Services July 2003 - July 2004
Merrill Lynch April 2001 - July 2003
Merrill Lynch February 2000 - April 2001
Skills
People Development, Team Leadership, Project Management, Strategic Planning, Six Sigma, Strategy, Retirement, Team Management, Leadership, Management, Process Improvement, Business Process..., Change Management, Risk Management, Cross-functional Team..., Business Analysis, Team Building, Financial Analysis, Analysis, Program Management, Financial Services, SDLC, Vendor Management, Insurance, Relationship Management, CRM, Pensions, Portfolio Management, Mutual Funds, Finance
Education
DeSales University 1990 — 1994
Bachelor of Science, Accounting
Cardinal Dougherty High School 1987 — 1990
Rick Andreas's BISYS Fund Services Experience 2001 - 2003
Job MCSE, Data Platform
Industry Information Services
Experience
Huntington National Bank March 2010 - June 2013
Quick Solutions November 2009 - March 2010
Rick Andreas Consulting 2003 - 2009
BISYS Fund Services 2001 - 2003
KMA Technologies, Inc 1996 - 2001
Banc One Managment and Consulting Corporation 1990 - 1996
Banc One Services Corporation 1988 - 1990
State Savings Bank 1978 - 1988
Education
Capital University 1978 — 1982
MBA, Business Administration
Kenyon College 1971 — 1975
BA, Biology
George Washington High School 1968 — 1971
Huntington National Bank March 2010 - June 2013
Quick Solutions November 2009 - March 2010
Rick Andreas Consulting 2003 - 2009
BISYS Fund Services 2001 - 2003
KMA Technologies, Inc 1996 - 2001
Banc One Managment and Consulting Corporation 1990 - 1996
Banc One Services Corporation 1988 - 1990
State Savings Bank 1978 - 1988
Education
Capital University 1978 — 1982
MBA, Business Administration
Kenyon College 1971 — 1975
BA, Biology
George Washington High School 1968 — 1971
Chaminda Palliyaguru, MBA, CPA Chaminda Palliyaguru, MBA, CPA's BISYS Fund Services Experience May 2006 — July 2007
Job Vice President at Citi Hedge Fund Services North America, Inc.
Industry Investment Management
Experience
Citi Hedge Fund Services North America, Inc. July 2015 — Present
Citigroup February 2010 — Present
Citi August 2007 — January 2010
BISYS Fund Services May 2006 — July 2007
Peregrine Projects & Solutions WLL September 2002 — November 2004
Merbok MDF Lanka (Pvt) Ltd July 2001 — August 2002
KPMG Audit May 1997 — June 2001
University of Sri Jayewardenepura 1995 — 1999
Skills
Fund Accounting, Fund Administration, Hedge Funds, Bloomberg, Derivatives, Financial Reporting, Financial Analysis, Alternative Investments, Securities, Accounting, Financial Modeling, US GAAP, Banking, Auditing, IFRS, Financial Accounting, Valuation
Education
Charles Sturt University 2004 — 2006
MBA, Finance
University of Sri Jayewardenepura 1995 — 1999
B.Sc Accountancy (SP) Honors, Accountancy and Finance
LSC 2004 — 2006
Diploma in Business Studies, Finance and Financial Management Services
Citi Hedge Fund Services North America, Inc. July 2015 — Present
Citigroup February 2010 — Present
Citi August 2007 — January 2010
BISYS Fund Services May 2006 — July 2007
Peregrine Projects & Solutions WLL September 2002 — November 2004
Merbok MDF Lanka (Pvt) Ltd July 2001 — August 2002
KPMG Audit May 1997 — June 2001
University of Sri Jayewardenepura 1995 — 1999
Skills
Fund Accounting, Fund Administration, Hedge Funds, Bloomberg, Derivatives, Financial Reporting, Financial Analysis, Alternative Investments, Securities, Accounting, Financial Modeling, US GAAP, Banking, Auditing, IFRS, Financial Accounting, Valuation
Education
Charles Sturt University 2004 — 2006
MBA, Finance
University of Sri Jayewardenepura 1995 — 1999
B.Sc Accountancy (SP) Honors, Accountancy and Finance
LSC 2004 — 2006
Diploma in Business Studies, Finance and Financial Management Services
Terry Driscoll's BISYS Fund Services Experience 1998 - 2003
Job Senior Software Developer at Attorney General's Office
Industry Information Technology and Services
Experience
Meeder Financial July 2007 - October 2008
Fujitsu Computer Consulting Services April 2003 - July 2007
Bisys Fund Services/Citi Group September 1998 - April 2003
Bisys Fund Services 1998 - 2003
Bank One Corporation October 1996 - September 1998
Education
Franklin University 1985 — 1987
BSCS, Software Design, Operating Systems, Graphic Design
Franklin University 1982 — 1985
BSEE, Computer Engineering, Robotics Micro Control Systems
Meeder Financial July 2007 - October 2008
Fujitsu Computer Consulting Services April 2003 - July 2007
Bisys Fund Services/Citi Group September 1998 - April 2003
Bisys Fund Services 1998 - 2003
Bank One Corporation October 1996 - September 1998
Education
Franklin University 1985 — 1987
BSCS, Software Design, Operating Systems, Graphic Design
Franklin University 1982 — 1985
BSEE, Computer Engineering, Robotics Micro Control Systems
Kurt Isaly's BISYS Fund Services Experience November 2001 - July 2007
Job
Industry Banking
Experience
Bond Street Group, LLC @ Morgan Stanley November 2014 - February 2015
Heitmeyer Consulting April 2014 - November 2014
Chase Home Finance November 2010 - February 2014
Huntington Investment Company February 2010 - September 2010
Meeder Financial July 2007 - October 2008
BISYS Fund Services November 2001 - July 2007
The One Group Mutual Funds October 1999 - November 2001
Banc One Securities Corporation May 1995 - September 1999
National Deferred Compensation October 1994 - May 1995
The Ohio Company June 1991 - October 1994
Skills
DTC, Envision, Executive Management, Customer Relations, Banking, Investments, Compliance, Access, Outlook, Asset Management, Problem Solving, Strategic Planning, Vendor Management, Mutual Funds, Budgeting, Business Analysis, Excel, Process Improvement, Word, Insurance, Microsoft Office, Team Building, Operations Management, Supervisory Skills, Analysis, Product Management, Mergers, Asset Managment, Customer Service, Disaster Recovery, Microsoft Excel, Microsoft Word, Mortgage Lending, Mortgage Banking, Financial Services, Securities, Risk Management, Financial Analysis, Coaching, Finance, Project Management, Consumer Lending, Loans, Strategic Financial..., Series 6, Credit Analysis, Loan Origination, Residential Mortgages, Refinance, Call Centers
Education
Franklin University 1992 — 1993
BS
The Ohio State University 1986 — 1988
Bond Street Group, LLC @ Morgan Stanley November 2014 - February 2015
Heitmeyer Consulting April 2014 - November 2014
Chase Home Finance November 2010 - February 2014
Huntington Investment Company February 2010 - September 2010
Meeder Financial July 2007 - October 2008
BISYS Fund Services November 2001 - July 2007
The One Group Mutual Funds October 1999 - November 2001
Banc One Securities Corporation May 1995 - September 1999
National Deferred Compensation October 1994 - May 1995
The Ohio Company June 1991 - October 1994
Skills
DTC, Envision, Executive Management, Customer Relations, Banking, Investments, Compliance, Access, Outlook, Asset Management, Problem Solving, Strategic Planning, Vendor Management, Mutual Funds, Budgeting, Business Analysis, Excel, Process Improvement, Word, Insurance, Microsoft Office, Team Building, Operations Management, Supervisory Skills, Analysis, Product Management, Mergers, Asset Managment, Customer Service, Disaster Recovery, Microsoft Excel, Microsoft Word, Mortgage Lending, Mortgage Banking, Financial Services, Securities, Risk Management, Financial Analysis, Coaching, Finance, Project Management, Consumer Lending, Loans, Strategic Financial..., Series 6, Credit Analysis, Loan Origination, Residential Mortgages, Refinance, Call Centers
Education
Franklin University 1992 — 1993
BS
The Ohio State University 1986 — 1988
James Olivo's BISYS Fund Services Experience November 2003 - September 2005
Job Operations Manager
Industry Financial Services
Experience
Hedge Fund February 2009 - Present
Del Mar Asset Management September 2007 - January 2009
GSC Group September 2005 - September 2007
Bisys Fund Services November 2003 - September 2005
Education
Rutgers, The State University of New Jersey-Newark 2001 — 2003
MBA
Cornell University 1996 — 2000
BS
Hedge Fund February 2009 - Present
Del Mar Asset Management September 2007 - January 2009
GSC Group September 2005 - September 2007
Bisys Fund Services November 2003 - September 2005
Education
Rutgers, The State University of New Jersey-Newark 2001 — 2003
MBA
Cornell University 1996 — 2000
BS
Olivia Chew's BISYS Fund Services Experience August 2005 - October 2006
Job Associate
Industry Accounting
Experience
JPMorgan Chase & Co. May 2015 - Present
The Citco Group of Companies November 2010 - January 2014
The Citco Group of Companies October 2006 - November 2010
BISYS Fund Services August 2005 - October 2006
Bank of New York May 2004 - August 2005
Skills
Fund Accounting, Hedge Funds, Bloomberg, Financial Analysis, Equities
Education
NYU School of Professional Studies 2004 — 2005
Certificate of Finance, Finance, General
City University of New York-Hunter College 2000 — 2003
Bachelor's Degree, Economics
Fort Hamilton High School
Regents Diploma
JPMorgan Chase & Co. May 2015 - Present
The Citco Group of Companies November 2010 - January 2014
The Citco Group of Companies October 2006 - November 2010
BISYS Fund Services August 2005 - October 2006
Bank of New York May 2004 - August 2005
Skills
Fund Accounting, Hedge Funds, Bloomberg, Financial Analysis, Equities
Education
NYU School of Professional Studies 2004 — 2005
Certificate of Finance, Finance, General
City University of New York-Hunter College 2000 — 2003
Bachelor's Degree, Economics
Fort Hamilton High School
Regents Diploma
Jeffrey Laroche's BISYS Fund Services Experience March 2001 - July 2007
Job Advertising Review Principal at Foreside Financial Group, LLC
Industry Financial Services
Experience
Foreside Financial Group, LLC July 2007 - Present
BISYS Fund Services March 2001 - July 2007
BISYS Fund Services December 1999 - March 2001
BISYS Fund Services December 1998 - December 1999
BISYS Fund Services March 1997 - December 1998
Skills
Series 63, Series 7, Series 6, Series 24, Series 79
Education
Boston College - Carroll School of Management
BS, Marketing
The Albany Academy
Foreside Financial Group, LLC July 2007 - Present
BISYS Fund Services March 2001 - July 2007
BISYS Fund Services December 1999 - March 2001
BISYS Fund Services December 1998 - December 1999
BISYS Fund Services March 1997 - December 1998
Skills
Series 63, Series 7, Series 6, Series 24, Series 79
Education
Boston College - Carroll School of Management
BS, Marketing
The Albany Academy
Dan Pike's BISYS Fund Services Experience January 1999 - October 2004
Job Application / Business Support Management Citi
Industry Financial Services
Experience
Citi Hedge Fund Services January 2007 - Present
Citi Hedge Fund Services October 2004 - December 2010
BISYS Fund Services January 1999 - October 2004
Skills
Fund Administration, Fund Accounting, Hedge Funds, Financial Services, Alternative Investments, Fund Of Funds, Bloomberg Terminal, Account Reconciliation, Training, Finance, Financial Accounting, Financial Analysis, Accounting, Bloomberg, Equities, Fixed Income, Mutual Funds, Business Analysis, Securities
Education
Bentley University 1990 — 1995
BS, Finance
Citi Hedge Fund Services January 2007 - Present
Citi Hedge Fund Services October 2004 - December 2010
BISYS Fund Services January 1999 - October 2004
Skills
Fund Administration, Fund Accounting, Hedge Funds, Financial Services, Alternative Investments, Fund Of Funds, Bloomberg Terminal, Account Reconciliation, Training, Finance, Financial Accounting, Financial Analysis, Accounting, Bloomberg, Equities, Fixed Income, Mutual Funds, Business Analysis, Securities
Education
Bentley University 1990 — 1995
BS, Finance
Robert Carlisle's BISYS Fund Services Experience April 2000 - December 2007
Job Owner of Carlisle Lawn and Landscape
Industry Consumer Services
Experience
Carlisle Lawn and Landscape April 2009 - Present
BISYS Fund Services April 2000 - December 2007
Skills
Strategic Planning, Budgets, Outlook, Microsoft Office, Team Building, Customer Service, Project Management, Social Media, Marketing Communications, Negotiation, Microsoft Word, Business Analysis, Management, New Business Development, Process Improvement
Education
Franklin University 1996 — 1998
BS, Business Administration
Carlisle Lawn and Landscape April 2009 - Present
BISYS Fund Services April 2000 - December 2007
Skills
Strategic Planning, Budgets, Outlook, Microsoft Office, Team Building, Customer Service, Project Management, Social Media, Marketing Communications, Negotiation, Microsoft Word, Business Analysis, Management, New Business Development, Process Improvement
Education
Franklin University 1996 — 1998
BS, Business Administration
Pamela Streeter's BISYS Fund Services Experience April 1992 - June 2007
Job Senior Vice President
Industry Financial Services
Experience
Citi 2009 - March 2013
Fund Services, Securities and Fund Services,Global Transaction Services 2009 - September 2009
Citi Fund Services, Inc. 2007 - December 2008
BISYS Fund Services April 1992 - June 2007
Skills
Financial Accounting, Budgets, Forecasting, Expenses, Accruals, Financials, Reports, Mutual Funds, Unit Investment Trusts, Projects, Procure-to-Pay, Jade, InvestOne, Business Objects, PTS, Fund Accounting, Integration, Software Development, Banking, Financial Services, Risk Management, Securities, Asset Managment, Vendor Management, Hedge Funds
Education
Franklin University 2013 — 2015
Bachelor of Applied Science (BASc), Accounting
Boston Reed College 2013 — 2013
Certificate, Medical Insurance Coding Specialist/Coder
Columbus State Community College 1989 — 1991
Associates, Accounting
The Ohio State University 1985 — 1987
Under Grad
Citi 2009 - March 2013
Fund Services, Securities and Fund Services,Global Transaction Services 2009 - September 2009
Citi Fund Services, Inc. 2007 - December 2008
BISYS Fund Services April 1992 - June 2007
Skills
Financial Accounting, Budgets, Forecasting, Expenses, Accruals, Financials, Reports, Mutual Funds, Unit Investment Trusts, Projects, Procure-to-Pay, Jade, InvestOne, Business Objects, PTS, Fund Accounting, Integration, Software Development, Banking, Financial Services, Risk Management, Securities, Asset Managment, Vendor Management, Hedge Funds
Education
Franklin University 2013 — 2015
Bachelor of Applied Science (BASc), Accounting
Boston Reed College 2013 — 2013
Certificate, Medical Insurance Coding Specialist/Coder
Columbus State Community College 1989 — 1991
Associates, Accounting
The Ohio State University 1985 — 1987
Under Grad
Rich Oberle's BISYS Fund Services Experience 1995 - 1999
Job Technology Manager at FABCO
Industry Information Technology and Services
Experience
FABCO July 2008 - Present
Openteetime.com September 2000 - November 2010
BISYS Fund Services 1995 - 1999
Kemper 1990 - 1995
Skills
Visual Basic, Marketing, Account Management, XML, ASP.NET, SQL, ASP, PHP, COBOL, C, Software Development, IT Strategy, Requirements Analysis, Business Analysis, Vendor Management, Project Management, Management, Software Documentation, Team Leadership, Team Building
Education
Ball State University 1978 — 1983
BS, Computer Science
Arlington High School 1974 — 1978
FABCO July 2008 - Present
Openteetime.com September 2000 - November 2010
BISYS Fund Services 1995 - 1999
Kemper 1990 - 1995
Skills
Visual Basic, Marketing, Account Management, XML, ASP.NET, SQL, ASP, PHP, COBOL, C, Software Development, IT Strategy, Requirements Analysis, Business Analysis, Vendor Management, Project Management, Management, Software Documentation, Team Leadership, Team Building
Education
Ball State University 1978 — 1983
BS, Computer Science
Arlington High School 1974 — 1978
John Vandaveer's BISYS Fund Services Experience April 1998 - August 2000
Job Driven Software Engineer devoted to helping companies thrive
Industry Computer Software
Experience
Advent Software August 2000 - Present
BISYS Fund Services April 1998 - August 2000
Franklin Templeton Investments July 1996 - August 1997
Skills
.NET, Java, MCPD, Microsoft SQL Server, Android, JavaScript, C#, Software Project..., Network Security, Microsoft Certified..., SaaS, Business Analysis, Agile Methodologies, Powershell, Databases, Enterprise Software, Fixed Income, Product Launch, Visio, Team Building, Equities, Python, Subversion, Requirements Gathering, Process Improvement, Microsoft Office, Cross-functional Team..., Salesforce.com, Business Intelligence, Android Development, ASP.NET, Series 6, VB.NET, SharePoint, Cloud Computing, SQL, Software Development, Integration, Project Management
Education
College of San Mateo 1997 — 1998
Computer Science
California State University-Sacramento 1990 — 1993
Bachelor's Degree, Business Administration and Management, Real Estate and Land Use Affairs
Advent Software August 2000 - Present
BISYS Fund Services April 1998 - August 2000
Franklin Templeton Investments July 1996 - August 1997
Skills
.NET, Java, MCPD, Microsoft SQL Server, Android, JavaScript, C#, Software Project..., Network Security, Microsoft Certified..., SaaS, Business Analysis, Agile Methodologies, Powershell, Databases, Enterprise Software, Fixed Income, Product Launch, Visio, Team Building, Equities, Python, Subversion, Requirements Gathering, Process Improvement, Microsoft Office, Cross-functional Team..., Salesforce.com, Business Intelligence, Android Development, ASP.NET, Series 6, VB.NET, SharePoint, Cloud Computing, SQL, Software Development, Integration, Project Management
Education
College of San Mateo 1997 — 1998
Computer Science
California State University-Sacramento 1990 — 1993
Bachelor's Degree, Business Administration and Management, Real Estate and Land Use Affairs
Scott Roseberry's BISYS Fund Services Experience March 1996 - August 2007
Job Vice President at SunGard Investor Services
Industry Financial Services
Experience
SunGard Investor Services April 2015 - Present
CITI Fund Services August 2007 - April 2015
BISYS Fund Services March 1996 - August 2007
Skills
Series 6, Series 63, Series 26, Live Sound, Asset Management, Business Analysis, FINRA, Relationship Management, Securities, Finance, Mutual Funds, Risk Management, Alternative Investments, Hedge Funds, Financial Services, Management, Banking, Project Management, Investments
Education
Capital University 1990 — 1994
Bachelor’s Degree, Finance, General
SunGard Investor Services April 2015 - Present
CITI Fund Services August 2007 - April 2015
BISYS Fund Services March 1996 - August 2007
Skills
Series 6, Series 63, Series 26, Live Sound, Asset Management, Business Analysis, FINRA, Relationship Management, Securities, Finance, Mutual Funds, Risk Management, Alternative Investments, Hedge Funds, Financial Services, Management, Banking, Project Management, Investments
Education
Capital University 1990 — 1994
Bachelor’s Degree, Finance, General
Sonia Portwood's BISYS Fund Services Experience 1998 - 1999
Job EVP, Director Sales and Marketing at Pacific Coast Bankers' Bank
Industry Financial Services
Experience
Pacific Coast Bankers' Bank February 2008 - Present
Kensington Investment Group 2002 - 2008
Financial Oxygen 2000 - 2002
BISYS Fund Services 1998 - 1999
Bank of America 1997 - 1999
Bank of America 1997 - 1999
Bank of America 1997 - 1999
Skills
Banking, Relationship Management
Education
Belhaven University 1989 — 1991
BS, Business
John F. Kennedy University
Masters, Professional Coaching
Pacific Coast Bankers' Bank February 2008 - Present
Kensington Investment Group 2002 - 2008
Financial Oxygen 2000 - 2002
BISYS Fund Services 1998 - 1999
Bank of America 1997 - 1999
Bank of America 1997 - 1999
Bank of America 1997 - 1999
Skills
Banking, Relationship Management
Education
Belhaven University 1989 — 1991
BS, Business
John F. Kennedy University
Masters, Professional Coaching
Marianne Thompson's BISYS Fund Services Experience April 2005 - May 2006
Job Performance Analytics and Human Resources Coordinator at Cabot Heritage Corporation
Industry Financial Services
Experience
Cabot Heritage Corporation October 2014 - Present
Sonar Capital Management May 2006 - June 2011
BISYS Fund Services April 2005 - May 2006
State Street June 2004 - April 2005
Skills
Accounting, Fixed Income, Equities, Mergers & Acquisitions, Portfolio Management, Start-ups, Venture Capital, Valuation, Finance, Investments, Auditing, Mutual Funds, Hedge Funds, Cash Flow, Strategy, Trading, Entrepreneurship, Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2011
MBA, Management
Framingham State University 2000 — 2004
Bachelor's Degree, Economics
Cabot Heritage Corporation October 2014 - Present
Sonar Capital Management May 2006 - June 2011
BISYS Fund Services April 2005 - May 2006
State Street June 2004 - April 2005
Skills
Accounting, Fixed Income, Equities, Mergers & Acquisitions, Portfolio Management, Start-ups, Venture Capital, Valuation, Finance, Investments, Auditing, Mutual Funds, Hedge Funds, Cash Flow, Strategy, Trading, Entrepreneurship, Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2011
MBA, Management
Framingham State University 2000 — 2004
Bachelor's Degree, Economics
Cristi Curran's BISYS Fund Services Experience 1996 - 2007
Job Business Systems Analyst at MI Homes
Industry Information Technology and Services
Experience
MI Homes May 2010 - Present
Columbus Bar Association May 2009 - June 2010
Spectrum Global Fund Administration November 2007 - November 2008
BISYS Fund Services 1996 - 2007
BISYS Fund Services 1996 - 2007
Skills
Process Improvement, Business Analysis, Vendor Management, SDLC, SharePoint, Analysis, Project Management, Access, Business Process..., Program Management, Risk Management, Visio, Change Management, Business Process, SQL, IT Strategy, Management, Strategic Planning, Team Building, Team Leadership, Microsoft SQL Server, IT Management
Education
Franklin University 1993 — 1995
Bachelor of Science (BS), Accounting and Finance
The Ohio State University
MI Homes May 2010 - Present
Columbus Bar Association May 2009 - June 2010
Spectrum Global Fund Administration November 2007 - November 2008
BISYS Fund Services 1996 - 2007
BISYS Fund Services 1996 - 2007
Skills
Process Improvement, Business Analysis, Vendor Management, SDLC, SharePoint, Analysis, Project Management, Access, Business Process..., Program Management, Risk Management, Visio, Change Management, Business Process, SQL, IT Strategy, Management, Strategic Planning, Team Building, Team Leadership, Microsoft SQL Server, IT Management
Education
Franklin University 1993 — 1995
Bachelor of Science (BS), Accounting and Finance
The Ohio State University
Iryna Gubin's BISYS Fund Services Experience February 2005 - June 2005
Job financial analyst at JPMorgan Chase/Bear Stearns
Industry Financial Services
Experience
JPMorgan Chase/ Bear Stearns August 2007 - April 2009
JPMorgan Chase September 2005 - July 2007
BISYS Fund Services February 2005 - June 2005
Skills
Treasury, securities..., trade settlement, General Ledger, Financial Reporting, Cash Flow Forecasting, Financial Analysis, Financial Accounting, coupons, Dividends, Accruals, Custodians, Account Reconciliation, Prime Brokerage, Broker-Dealer, Private Equity, Hedge Funds, implementing derivatives, Microsoft Excel, Ariba, Advent, Bloomberg, GMI, Rumba, CME, NYMEX
Education
Barnard College 2002 — 2005
accounting, accounting & finance
JPMorgan Chase/ Bear Stearns August 2007 - April 2009
JPMorgan Chase September 2005 - July 2007
BISYS Fund Services February 2005 - June 2005
Skills
Treasury, securities..., trade settlement, General Ledger, Financial Reporting, Cash Flow Forecasting, Financial Analysis, Financial Accounting, coupons, Dividends, Accruals, Custodians, Account Reconciliation, Prime Brokerage, Broker-Dealer, Private Equity, Hedge Funds, implementing derivatives, Microsoft Excel, Ariba, Advent, Bloomberg, GMI, Rumba, CME, NYMEX
Education
Barnard College 2002 — 2005
accounting, accounting & finance
Mellisa Stevenson's BISYS Fund Services Experience 2001 - 2005
Job Vice President
Industry Financial Services
Experience
Citi July 2010 - Present
Citi Hedge Fund Services North America November 2001 - September 2010
BISYS Fund Services 2001 - 2005
Skills
Financial Services, Mutual Funds, Hedge Funds, Risk Management, Relationship Management, Business Analysis, Vendor Management, Alternative Investments
Education
Franklin University
Bachelor of Science (BS), Accounting
DeVry University's Keller Graduate School of Management-Ohio
Master of Project Management (with Distinction)
Citi July 2010 - Present
Citi Hedge Fund Services North America November 2001 - September 2010
BISYS Fund Services 2001 - 2005
Skills
Financial Services, Mutual Funds, Hedge Funds, Risk Management, Relationship Management, Business Analysis, Vendor Management, Alternative Investments
Education
Franklin University
Bachelor of Science (BS), Accounting
DeVry University's Keller Graduate School of Management-Ohio
Master of Project Management (with Distinction)
Bill Hennell's BISYS Fund Services Experience March 2003 - August 2005
Job Independent Consultant/Software Developer
Industry Information Technology and Services
Experience
LeanSoft, LLC April 2013 - Present
Cardinal Solutions June 2011 - March 2013
Quick Solutions June 2009 - June 2011
Robert Half Technology March 2008 - June 2009
MBA Focus July 2007 - March 2008
Pillar Technology August 2005 - June 2007
BISYS Fund Services March 2003 - August 2005
NetFactor Consulting June 2002 - February 2003
Skills
.NET, Agile Methodologies, Agile Project Management, Enterprise Architecture, Scrum, Software Engineering, C#, Microsoft SQL Server
Education
The Ohio State University
Industrial and Systems Engineering
DeVry University-Ohio
Business Technical Management (CIS)
LeanSoft, LLC April 2013 - Present
Cardinal Solutions June 2011 - March 2013
Quick Solutions June 2009 - June 2011
Robert Half Technology March 2008 - June 2009
MBA Focus July 2007 - March 2008
Pillar Technology August 2005 - June 2007
BISYS Fund Services March 2003 - August 2005
NetFactor Consulting June 2002 - February 2003
Skills
.NET, Agile Methodologies, Agile Project Management, Enterprise Architecture, Scrum, Software Engineering, C#, Microsoft SQL Server
Education
The Ohio State University
Industrial and Systems Engineering
DeVry University-Ohio
Business Technical Management (CIS)
Mary Cleaves's BISYS Fund Services Experience June 2004 - February 2006
Job Product Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman February 2006 - Present
BISYS Fund Services June 2004 - February 2006
Bisys Hedge Fund Services 2004 - 2006
State Street Bank June 1993 - August 2003
Skills
Securities, Fund Accounting, Bloomberg, Mutual Funds, Fixed Income, Financial Services, Global Custody
Education
Bryant University
Bachelor of Science (B.S.), Accounting
Brown Brothers Harriman February 2006 - Present
BISYS Fund Services June 2004 - February 2006
Bisys Hedge Fund Services 2004 - 2006
State Street Bank June 1993 - August 2003
Skills
Securities, Fund Accounting, Bloomberg, Mutual Funds, Fixed Income, Financial Services, Global Custody
Education
Bryant University
Bachelor of Science (B.S.), Accounting
Christina Woody's BISYS Fund Services Experience 1997 - 2001
Job Independent Financial Services Professional
Industry Financial Services
Experience
BISYS Fund Services 1997 - 2001
Education
Bob Jones University 1994 — 1996
BISYS Fund Services 1997 - 2001
Education
Bob Jones University 1994 — 1996
Doug Sharapan's BISYS Fund Services Experience 1998 - 1998
Job Finance Manager at Exel
Industry Logistics and Supply Chain
Experience
Exel July 2006 - Present
Hexion Specialty Chemicals August 2005 - July 2006
The Scotts Miracle-Gro Company March 2001 - August 2005
JPMorgan Chase December 1998 - February 2001
BISYS Fund Services 1998 - 1998
Skills
Forecasting, Budgets, Management, SAP, Finance, Analysis, Leadership, Auditing, Business Process, Pricing, ERP, Business Development, Financial Analysis, Negotiation, Process Improvement, Logistics
Education
Ashland University 2001 — 2004
MBA, Finance
Penn State University 1992 — 1996
BS, Finance
Exel July 2006 - Present
Hexion Specialty Chemicals August 2005 - July 2006
The Scotts Miracle-Gro Company March 2001 - August 2005
JPMorgan Chase December 1998 - February 2001
BISYS Fund Services 1998 - 1998
Skills
Forecasting, Budgets, Management, SAP, Finance, Analysis, Leadership, Auditing, Business Process, Pricing, ERP, Business Development, Financial Analysis, Negotiation, Process Improvement, Logistics
Education
Ashland University 2001 — 2004
MBA, Finance
Penn State University 1992 — 1996
BS, Finance
Angela Teague's BISYS Fund Services Experience 1994 - 1995
Job Sales Enablement Manager at BMC Software
Industry Computer Software
Experience
BMC Software November 1997 - April 2007
CSC 1995 - 1997
BISYS Fund Services 1994 - 1995
Skills
Pre-sales, Sales Enablement, Professional Services, Enterprise Software, Virtual Teams, Team Building, Leadership, Technical Recruiting, Demand Generation, Salesforce.com, Cloud Computing
Education
Eastern Illinois University 1982 — 1986
Bachelor of Science (BS)
EXIN - BMC Software
Boy Scouts of America 2013 — 2014
Wood Badge SHAC 13-4
BMC Software November 1997 - April 2007
CSC 1995 - 1997
BISYS Fund Services 1994 - 1995
Skills
Pre-sales, Sales Enablement, Professional Services, Enterprise Software, Virtual Teams, Team Building, Leadership, Technical Recruiting, Demand Generation, Salesforce.com, Cloud Computing
Education
Eastern Illinois University 1982 — 1986
Bachelor of Science (BS)
EXIN - BMC Software
Boy Scouts of America 2013 — 2014
Wood Badge SHAC 13-4
Bradley Greenberg's BISYS Fund Services Experience 1997 - 2002
Job Partner at Ashton Benefits
Industry Insurance
Experience
Ashton Benefits 1990 - Present
National Financial Partners 2002 - 2008
BISYS Fund Services 1997 - 2002
Skills
Group Benefits, Employee Benefits, Long Term Care, Strategic Planning, Insurance, Long-term Care, Life Insurance, Brokers, Underwriting, Health Insurance, Term Life Insurance, Disability Insurance, Health Savings Accounts, Fixed Annuities
Education
Florida Atlantic University
Bachelor's degree
Ashton Benefits 1990 - Present
National Financial Partners 2002 - 2008
BISYS Fund Services 1997 - 2002
Skills
Group Benefits, Employee Benefits, Long Term Care, Strategic Planning, Insurance, Long-term Care, Life Insurance, Brokers, Underwriting, Health Insurance, Term Life Insurance, Disability Insurance, Health Savings Accounts, Fixed Annuities
Education
Florida Atlantic University
Bachelor's degree
Danielle Cosmos-Horvath's BISYS Fund Services Experience April 1992 - January 1995
Job Release and Code Management at Key Bank
Industry Banking
Experience
Key Bank June 2010 - Present
Vertex Computer Systems October 2008 - April 2011
KeyBank January 1998 - July 2008
KeyCorp January 1998 - July 2008
BISYS Fund Services April 1992 - January 1995
First Union National Bank July 1990 - November 1991
Skills
Visio, Business Analysis
Education
Baldwin-Wallace College 1996 — 1998
MBA, Business Administration and Management, General
University of Central Florida - College of Business Administration 1985 — 1990
BA, Major:Finance Minor: Computer Science
Palm Beach State College 1985 — 1987
Forest Hill
Key Bank June 2010 - Present
Vertex Computer Systems October 2008 - April 2011
KeyBank January 1998 - July 2008
KeyCorp January 1998 - July 2008
BISYS Fund Services April 1992 - January 1995
First Union National Bank July 1990 - November 1991
Skills
Visio, Business Analysis
Education
Baldwin-Wallace College 1996 — 1998
MBA, Business Administration and Management, General
University of Central Florida - College of Business Administration 1985 — 1990
BA, Major:Finance Minor: Computer Science
Palm Beach State College 1985 — 1987
Forest Hill
Jeff Prephan's BISYS Fund Services Experience May 2004 - August 2007
Job Director Of Internal Audit at M/I Homes
Industry Accounting
Experience
M/I Homes October 2012 - Present
M/I Homes March 2011 - October 2012
M/I Homes August 2007 - March 2011
BISYS Fund Services May 2004 - August 2007
Auditor of State - Ohio June 2001 - May 2004
Skills
Sarbanes-Oxley Act, Internal Controls, Auditing, Internal Audit, IT Audit, Finance, Management, Financial Reporting, Risk Management, Variance Analysis, Account Reconciliation, Microsoft Excel, Accounting, Budgets, SOX, Risk Assessment, Process Improvement, Budgeting, Reconciliation, Excel, Outlook, Access, Word, Compliance, Corporate Governance, PowerPoint, Audit, Problem Solving, Fraud Investigations, Compliance Audits, Analysis, Financial Risk, COSO Framework
Education
The Ohio State University 1995 — 2001
Bachelor of Science, Business Administration; Accounting
Franklin University 2002 — 2003
No Degree, Management Information Systems, General
M/I Homes October 2012 - Present
M/I Homes March 2011 - October 2012
M/I Homes August 2007 - March 2011
BISYS Fund Services May 2004 - August 2007
Auditor of State - Ohio June 2001 - May 2004
Skills
Sarbanes-Oxley Act, Internal Controls, Auditing, Internal Audit, IT Audit, Finance, Management, Financial Reporting, Risk Management, Variance Analysis, Account Reconciliation, Microsoft Excel, Accounting, Budgets, SOX, Risk Assessment, Process Improvement, Budgeting, Reconciliation, Excel, Outlook, Access, Word, Compliance, Corporate Governance, PowerPoint, Audit, Problem Solving, Fraud Investigations, Compliance Audits, Analysis, Financial Risk, COSO Framework
Education
The Ohio State University 1995 — 2001
Bachelor of Science, Business Administration; Accounting
Franklin University 2002 — 2003
No Degree, Management Information Systems, General
Aaron Farnsworth's BISYS Fund Services Experience October 2003 - September 2005
Job Vice President Finance
Industry Financial Services
Experience
Privately Owned Investment Advisory Firm October 2006 - Present
Morgan Stanley September 2005 - October 2006
BISYS Fund Services October 2003 - September 2005
EY October 2001 - October 2003
PwC July 1999 - June 2001
Skills
Financial Modeling, Financial Reporting, Private Equity, Valuation, Financial Analysis, Alternative Investments, Hedge Funds, Management, Equities, Finance, Asset Management, Corporate Finance, Due Diligence, Investments
Education
Babson College
Privately Owned Investment Advisory Firm October 2006 - Present
Morgan Stanley September 2005 - October 2006
BISYS Fund Services October 2003 - September 2005
EY October 2001 - October 2003
PwC July 1999 - June 2001
Skills
Financial Modeling, Financial Reporting, Private Equity, Valuation, Financial Analysis, Alternative Investments, Hedge Funds, Management, Equities, Finance, Asset Management, Corporate Finance, Due Diligence, Investments
Education
Babson College
George O. Martinez's BISYS Fund Services Experience 1995 - 1998
Job Fund Administration l Legal l Compliance l Corporate Governance l SEC
Industry Investment Management
Experience
BNP Paribas May 2013 - Present
J.P. Morgan January 2011 - May 2013
J.P. Morgan December 2007 - December 2010
Citi 2002 - December 2007
FundWatchDog LLC 2001 - 2003
State Street Corporation 2000 - 2001
Arthur Andersen & Co. 1998 - 2000
BISYS Fund Services 1995 - 1998
AllianceBernstein 1988 - 1995
U.S. Securities and Exchange Commission 1985 - 1988
Skills
Fund Administration, Securities, Mutual Funds, Hedge Funds, Investment Management, Alternative Investments, Financial Services, Asset Management, Securities Regulation, Asset Managment, FINRA, Due Diligence, Private Equity, Risk Management, Corporate Governance, Investments
Education
Georgetown University Law Center 1985 — 1989
LLM, Securities Regulation
Boston University School of Law 1981 — 1984
J.D., Law
John Carroll University 1977 — 1981
Bachelor's Degree, Political Science
BNP Paribas May 2013 - Present
J.P. Morgan January 2011 - May 2013
J.P. Morgan December 2007 - December 2010
Citi 2002 - December 2007
FundWatchDog LLC 2001 - 2003
State Street Corporation 2000 - 2001
Arthur Andersen & Co. 1998 - 2000
BISYS Fund Services 1995 - 1998
AllianceBernstein 1988 - 1995
U.S. Securities and Exchange Commission 1985 - 1988
Skills
Fund Administration, Securities, Mutual Funds, Hedge Funds, Investment Management, Alternative Investments, Financial Services, Asset Management, Securities Regulation, Asset Managment, FINRA, Due Diligence, Private Equity, Risk Management, Corporate Governance, Investments
Education
Georgetown University Law Center 1985 — 1989
LLM, Securities Regulation
Boston University School of Law 1981 — 1984
J.D., Law
John Carroll University 1977 — 1981
Bachelor's Degree, Political Science
Steven Constantine's BISYS Fund Services Experience 2003 - 2007
Job VP Director CIO PMO Client, Program, Project, Product Manager
Industry Financial Services
Experience
Hewlett-Packard Enterprise 2012 - Present
Citi - Global Transaction Services - Alternative Investments 2008 - 2012
BISYS Fund Services 2003 - 2007
Fidelity Investments 1986 - 2002
Skills
Information Technology, Fund Administration, Finance, Marketing, Project Management, Program Management, Product Management, Mutual Funds, Brokerage, Alternative Investments, Hedge Funds, Private Equity, Limited Partnerships, Fund Of Funds, Fixed Income, Equities, Fund Accounting, Trading Systems, E-commerce, Application Support, Web Development, Risk Management, Contact Management, Quality Assurance, Disaster Recovery, Investor Services, Business Continuity..., Mergers, Acquisition Integration, Web Design, Analytics, Metrics Reporting, Content Management, Web Analytics, Web Interface Design, Global Application..., E-business, Strategic Planning, Executive Management, Vendor Management, Business Intelligence, Mergers & Acquisitions, SDLC, Business Process, Agile Methodologies, Financial Services, Leadership
Education
Boston University - School of Management
Dual Degree - MBA / MS MIS, Finance & Management Information Systems
Hillsdale College
Bachelor of Science, Economics & Finance
Hewlett-Packard Enterprise 2012 - Present
Citi - Global Transaction Services - Alternative Investments 2008 - 2012
BISYS Fund Services 2003 - 2007
Fidelity Investments 1986 - 2002
Skills
Information Technology, Fund Administration, Finance, Marketing, Project Management, Program Management, Product Management, Mutual Funds, Brokerage, Alternative Investments, Hedge Funds, Private Equity, Limited Partnerships, Fund Of Funds, Fixed Income, Equities, Fund Accounting, Trading Systems, E-commerce, Application Support, Web Development, Risk Management, Contact Management, Quality Assurance, Disaster Recovery, Investor Services, Business Continuity..., Mergers, Acquisition Integration, Web Design, Analytics, Metrics Reporting, Content Management, Web Analytics, Web Interface Design, Global Application..., E-business, Strategic Planning, Executive Management, Vendor Management, Business Intelligence, Mergers & Acquisitions, SDLC, Business Process, Agile Methodologies, Financial Services, Leadership
Education
Boston University - School of Management
Dual Degree - MBA / MS MIS, Finance & Management Information Systems
Hillsdale College
Bachelor of Science, Economics & Finance
Louis Dempsey's BISYS Fund Services Experience 1999 - 2003
Job President, Renaissance Regulatory Services, Inc.
Industry Financial Services
Experience
Renaissance Regulatory Services, Inc. February 2006 - Present
Florida Securities Dealers Association, Inc. January 2015 - Present
US Securities and Exchange Commission December 2003 - February 2006
BISYS July 2000 - December 2003
BISYS Fund Services 1999 - 2003
US Securities and Exchange Commission July 1995 - July 2000
Florida Division of Securities July 1990 - August 1995
Florida Office of Financial Regulation, Division of Securities 1990 - 1995
Florida Department of Revenue June 1985 - July 1990
Skills
SEC reporting, Compliance, FINRA, Investment Advisory, Litigation, Securities, Hedge Funds, Mutual Funds, AML, Risk Management, Strategic Planning, Derivatives, Investments, Private Equity, Financial Reporting, Analysis, Budgeting, Banking, Fixed Income, Auditing, Accounting, Change Management, Research, Equities, Due Diligence, Securities Regulation, Alternative Investments, Capital Markets, Risk, Finance, Financial Services, Asset Management
Education
Florida State University 1985 — 1990
BS, International Economics & Management
Renaissance Regulatory Services, Inc. February 2006 - Present
Florida Securities Dealers Association, Inc. January 2015 - Present
US Securities and Exchange Commission December 2003 - February 2006
BISYS July 2000 - December 2003
BISYS Fund Services 1999 - 2003
US Securities and Exchange Commission July 1995 - July 2000
Florida Division of Securities July 1990 - August 1995
Florida Office of Financial Regulation, Division of Securities 1990 - 1995
Florida Department of Revenue June 1985 - July 1990
Skills
SEC reporting, Compliance, FINRA, Investment Advisory, Litigation, Securities, Hedge Funds, Mutual Funds, AML, Risk Management, Strategic Planning, Derivatives, Investments, Private Equity, Financial Reporting, Analysis, Budgeting, Banking, Fixed Income, Auditing, Accounting, Change Management, Research, Equities, Due Diligence, Securities Regulation, Alternative Investments, Capital Markets, Risk, Finance, Financial Services, Asset Management
Education
Florida State University 1985 — 1990
BS, International Economics & Management
Kristal (Havenar) Statczar's BISYS Fund Services Experience May 1994 - June 1999
Job Experienced Accountant & Analyst
Industry Accounting
Experience
Benchmark Bank, Ohio September 2011 - Present
Irth Solutions March 2008 - November 2008
JPMorgan Chase May 2005 - March 2006
Alliance Data July 2003 - May 2005
NetMap Analytics July 1999 - March 2003
BISYS Fund Services May 1994 - June 1999
Skills
SEC filings, Financial Analysis, Microsoft Office, Financial Reporting, Internal Controls, Auditing, General Ledger
Education
Capital University 1992 — 1996
Bachelor of Arts, Accounting
Benchmark Bank, Ohio September 2011 - Present
Irth Solutions March 2008 - November 2008
JPMorgan Chase May 2005 - March 2006
Alliance Data July 2003 - May 2005
NetMap Analytics July 1999 - March 2003
BISYS Fund Services May 1994 - June 1999
Skills
SEC filings, Financial Analysis, Microsoft Office, Financial Reporting, Internal Controls, Auditing, General Ledger
Education
Capital University 1992 — 1996
Bachelor of Arts, Accounting
Joseph Dubsky, MBA's BISYS Fund Services Experience September 2005 - March 2006
Job Property & Casualty Professional
Industry Insurance
Experience
Travelers April 2014 - Present
Liberty Mutual Insurance January 2013 - April 2014
Liberty Mutual Insurance May 2010 - January 2013
Liberty Mutual September 2007 - May 2010
Liberty Mutual March 2006 - September 2007
BISYS Fund Services September 2005 - March 2006
Investors Bank & Trust September 2004 - September 2005
Skills
Process Improvement, System Design, Process Engineering, Business Process..., Analysis, Business Analysis, Insurance, Training, Leadership, Management, Six Sigma
Education
Boston University Questrom School of Business 2007 — 2010
MBA, Strategy and Business Analysis
Bridgewater State University 2000 — 2004
BS, Finance and Accounting
Southbridge High School
Travelers April 2014 - Present
Liberty Mutual Insurance January 2013 - April 2014
Liberty Mutual Insurance May 2010 - January 2013
Liberty Mutual September 2007 - May 2010
Liberty Mutual March 2006 - September 2007
BISYS Fund Services September 2005 - March 2006
Investors Bank & Trust September 2004 - September 2005
Skills
Process Improvement, System Design, Process Engineering, Business Process..., Analysis, Business Analysis, Insurance, Training, Leadership, Management, Six Sigma
Education
Boston University Questrom School of Business 2007 — 2010
MBA, Strategy and Business Analysis
Bridgewater State University 2000 — 2004
BS, Finance and Accounting
Southbridge High School
Dawn McEnany's BISYS Fund Services Experience April 1997 - October 2003
Job Business Office Manager at Veeam Software Corporation
Industry Computer Software
Experience
Veeam Software Corporation January 2008 - Present
Quest Software November 2003 - January 2008
BISYS Fund Services April 1997 - October 2003
Skills
Cloud Computing, Enterprise Software, Sales, Salesforce.com, Account Management, SaaS, Sales Operations, Solution Selling, Sales Process, Storage, Lead Generation, Business Development, Channel Partners, Cold Calling, Sales Enablement, Management
Education
Franklin University
BS, Business Management & Marketing
Veeam Software Corporation January 2008 - Present
Quest Software November 2003 - January 2008
BISYS Fund Services April 1997 - October 2003
Skills
Cloud Computing, Enterprise Software, Sales, Salesforce.com, Account Management, SaaS, Sales Operations, Solution Selling, Sales Process, Storage, Lead Generation, Business Development, Channel Partners, Cold Calling, Sales Enablement, Management
Education
Franklin University
BS, Business Management & Marketing
Matt Schonhiutt's BISYS Fund Services Experience January 2000 - August 2003
Job Experienced Restaurant & Retail Manager
Industry Food & Beverages
Experience
Buckeye Corner June 2007 - June 2008
Old Navy July 2005 - May 2007
Westin Hotels & Resorts August 2003 - July 2005
BISYS Fund Services January 2000 - August 2003
Education
Franklin University 1992 — 1995
Bachelors, Finance
Buckeye Corner June 2007 - June 2008
Old Navy July 2005 - May 2007
Westin Hotels & Resorts August 2003 - July 2005
BISYS Fund Services January 2000 - August 2003
Education
Franklin University 1992 — 1995
Bachelors, Finance
Sharon Cavanaugh's BISYS Fund Services Experience 1993 - 2000
Job Sr Client Executive at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions December 2012 - Present
Wells Fargo January 2006 - November 2012
CUNA July 2001 - August 2006
CUNA Mutual Group January 2001 - January 2006
Fidelity Investments February 2000 - August 2001
Fidelity Investments January 2000 - January 2001
CORE PARTNERS CLIENT SERVICES January 1993 - January 2000
BISYS Fund Services 1993 - 2000
Valley Forge Financial Group January 1990 - January 1993
Skills
Pensions, Mergers, Business Planning, Human Resources, Defined Benefit, 401k, Employee Benefits, Series 7, Investments, Retirement Planning, Strategic Financial..., Mutual Funds, Wealth Management, Leadership, Banking, Mergers & Acquisitions, Management
Education
Shippensburg University of Pennsylvania 2009 — 2013
MBA, Human Resources
Thomas Edison State College 2005 — 2008
BSBA, Human Resources Management
Delaware Valley College 1978 — 1979
B.S, Ornamental Horticulture
Transamerica Retirement Solutions December 2012 - Present
Wells Fargo January 2006 - November 2012
CUNA July 2001 - August 2006
CUNA Mutual Group January 2001 - January 2006
Fidelity Investments February 2000 - August 2001
Fidelity Investments January 2000 - January 2001
CORE PARTNERS CLIENT SERVICES January 1993 - January 2000
BISYS Fund Services 1993 - 2000
Valley Forge Financial Group January 1990 - January 1993
Skills
Pensions, Mergers, Business Planning, Human Resources, Defined Benefit, 401k, Employee Benefits, Series 7, Investments, Retirement Planning, Strategic Financial..., Mutual Funds, Wealth Management, Leadership, Banking, Mergers & Acquisitions, Management
Education
Shippensburg University of Pennsylvania 2009 — 2013
MBA, Human Resources
Thomas Edison State College 2005 — 2008
BSBA, Human Resources Management
Delaware Valley College 1978 — 1979
B.S, Ornamental Horticulture
Daniel Dunn's BISYS Fund Services Experience August 1995 - September 1997
Job Relationship Manager, E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial August 2008 - Present
Computershare Plan Managers January 2000 - August 2008
Merrill Lynch August 1999 - January 2000
SAFECO Mutual Funds September 1997 - June 1999
BISYS Fund Services August 1995 - September 1997
Towers Perrin May 1992 - August 1995
Skills
Options, Financial Services, Mutual Funds, Investments, 401k, Relationship Management, Series 24, Executive Pay, Series 7, Series 63, Risk Management, Retirement, Investment Advisory, Asset Managment, Retirement Planning, Financial Modeling, Alternative Investments, Financial Analysis, Banking, Strategic Financial..., Asset Allocation, FINRA, IRAs, Capital Markets, Defined Benefit, Business Strategy, Financial Markets, Financial Reporting, Fixed Income, Investment Strategies, Process Improvement, Pensions, Incentive Programs, Business Analysis, Investor Relations, Trading, Derivatives, Employee Benefits, Mergers, ETFs, Due Diligence, Employee Stock Options, Compensation & Benefits..., Restricted Stock, Contract Negotiation, ESPP, Brokerage, CRM, Leadership, Mergers & Acquisitions
Education
Drexel University - LeBow College of Business 1987 — 1992
BSBA, Finance
St. Joseph's Prep 1983 — 1987
E*TRADE Financial August 2008 - Present
Computershare Plan Managers January 2000 - August 2008
Merrill Lynch August 1999 - January 2000
SAFECO Mutual Funds September 1997 - June 1999
BISYS Fund Services August 1995 - September 1997
Towers Perrin May 1992 - August 1995
Skills
Options, Financial Services, Mutual Funds, Investments, 401k, Relationship Management, Series 24, Executive Pay, Series 7, Series 63, Risk Management, Retirement, Investment Advisory, Asset Managment, Retirement Planning, Financial Modeling, Alternative Investments, Financial Analysis, Banking, Strategic Financial..., Asset Allocation, FINRA, IRAs, Capital Markets, Defined Benefit, Business Strategy, Financial Markets, Financial Reporting, Fixed Income, Investment Strategies, Process Improvement, Pensions, Incentive Programs, Business Analysis, Investor Relations, Trading, Derivatives, Employee Benefits, Mergers, ETFs, Due Diligence, Employee Stock Options, Compensation & Benefits..., Restricted Stock, Contract Negotiation, ESPP, Brokerage, CRM, Leadership, Mergers & Acquisitions
Education
Drexel University - LeBow College of Business 1987 — 1992
BSBA, Finance
St. Joseph's Prep 1983 — 1987
William Hartnett's BISYS Fund Services Experience 2005 - 2007
Job Internal Auditor Iii at Bayview Asset Management LLC
Industry Financial Services
Experience
National Compliance Services - NCS, Inc. April 2014 - March 2015
Self-employed Compliance Consultant February 2013 - April 2014
BMO Harris Bank June 2012 - February 2013
Self-Employed Securities Compliance Consultant April 2009 - June 2012
Self-employed April 2009 - June 2012
Protiviti/Robert Half February 2010 - December 2010
Price Waterhouse September 2008 - April 2009
Self-Employed Securities Compliance Consultant January 2008 - September 2008
BISYS Fund Services 2005 - 2007
BISYS 2005 - 2007
Skills
Compliance Management, Compliance Audits, SEC compliance, Internal Audit, Regulatory Submissions, Regulatory Requirements, Regulatory Liaison, Regulatory Risk, Regulatory Filings, Regulatory Analysis, Regulatory Research, FINRA, Trading Strategies, Trading Compliance, Securities Regulation, Securities Fraud, Securities Law, Compliance, SEC, Trading, Securities, Hedge Funds, Capital Markets, Mutual Funds, Fixed Income, AML, Regulations, Quality Auditing, Risk Management, Due Diligence, Banking, Finance, Investment Advisory, Series 7, Financial Risk, Alternative Investments, Asset Management, Financial Services, Financial Analysis, Cash Management, Insurance, Equities, Operational Risk, ETFs, Investments, Portfolio Management, Corporate Finance, Credit Risk, Strategic Financial..., Enterprise Risk...
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1980 — 1981
MBA, Finance
National Compliance Services - NCS, Inc. April 2014 - March 2015
Self-employed Compliance Consultant February 2013 - April 2014
BMO Harris Bank June 2012 - February 2013
Self-Employed Securities Compliance Consultant April 2009 - June 2012
Self-employed April 2009 - June 2012
Protiviti/Robert Half February 2010 - December 2010
Price Waterhouse September 2008 - April 2009
Self-Employed Securities Compliance Consultant January 2008 - September 2008
BISYS Fund Services 2005 - 2007
BISYS 2005 - 2007
Skills
Compliance Management, Compliance Audits, SEC compliance, Internal Audit, Regulatory Submissions, Regulatory Requirements, Regulatory Liaison, Regulatory Risk, Regulatory Filings, Regulatory Analysis, Regulatory Research, FINRA, Trading Strategies, Trading Compliance, Securities Regulation, Securities Fraud, Securities Law, Compliance, SEC, Trading, Securities, Hedge Funds, Capital Markets, Mutual Funds, Fixed Income, AML, Regulations, Quality Auditing, Risk Management, Due Diligence, Banking, Finance, Investment Advisory, Series 7, Financial Risk, Alternative Investments, Asset Management, Financial Services, Financial Analysis, Cash Management, Insurance, Equities, Operational Risk, ETFs, Investments, Portfolio Management, Corporate Finance, Credit Risk, Strategic Financial..., Enterprise Risk...
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1980 — 1981
MBA, Finance
Lori Cramer's BISYS Fund Services Experience 1999 - 2001
Job Director at Beacon Hill Fund Services
Industry Financial Services
Experience
Beacon Hill Fund Services March 2014 - Present
Nationwide Mutual Insurance Company December 2002 - March 2014
Purcell & Scott 2001 - 2002
BISYS Fund Services 1999 - 2001
Fixcorp 1998 - 1999
reSource Partner, a member of the Borden family of companies 1997 - 1998
Squire, Sanders & Dempsey 1994 - 1997
Burman & Robinson 1990 - 1994
Skills
Legal Research, Legal Writing, Securities, Insurance, Document Drafting, Risk Assessment, Legal Analysis, Mutual Funds, Investment Advisory, Broker-Dealer, Corporate Law, Corporate Governance, Mergers, Civil Litigation, Insurance Law
Education
Capital University Law School 1990 — 1991
Paralegal Certificate
Bowling Green State University 1985 — 1989
Bachelor of Science in Business Administration, Marketing
Beacon Hill Fund Services March 2014 - Present
Nationwide Mutual Insurance Company December 2002 - March 2014
Purcell & Scott 2001 - 2002
BISYS Fund Services 1999 - 2001
Fixcorp 1998 - 1999
reSource Partner, a member of the Borden family of companies 1997 - 1998
Squire, Sanders & Dempsey 1994 - 1997
Burman & Robinson 1990 - 1994
Skills
Legal Research, Legal Writing, Securities, Insurance, Document Drafting, Risk Assessment, Legal Analysis, Mutual Funds, Investment Advisory, Broker-Dealer, Corporate Law, Corporate Governance, Mergers, Civil Litigation, Insurance Law
Education
Capital University Law School 1990 — 1991
Paralegal Certificate
Bowling Green State University 1985 — 1989
Bachelor of Science in Business Administration, Marketing
Dwight Orwig's BISYS Fund Services Experience September 2005 - October 2006
Job Career change to Hospitality/Customer Service
Industry Hospitality
Experience
Citi October 2006 - July 2015
BISYS Fund Services September 2005 - October 2006
Skills
Mutual Funds, Hedge Funds, Securities, Finance, Fixed Income
Education
Franklin University 2010 — 2016
Bachelor's degree, Applied Psychology, A
Gahanna Lincoln High 1995 — 1998
High School DIploma, General
Citi October 2006 - July 2015
BISYS Fund Services September 2005 - October 2006
Skills
Mutual Funds, Hedge Funds, Securities, Finance, Fixed Income
Education
Franklin University 2010 — 2016
Bachelor's degree, Applied Psychology, A
Gahanna Lincoln High 1995 — 1998
High School DIploma, General
LeAndra Speaks's BISYS Fund Services Experience April 1997 - August 2007
Job Senior Vice President, ICG O&T Technology Controls at Citi
Industry Financial Services
Experience
Citi August 2014 - Present
Citi August 2007 - July 2014
BISYS Fund Services April 1997 - August 2007
Aerotek Data Services 1996 - 1997
Thompson, Hine & Flory, LLP 1996 - 1996
J&D Hydro-Tech 1991 - 1996
Skills
Process Engineering, Presentation Development, Metrics Definition, Business Process..., Application Support, Strategic Planning, Service Level Management, Business Development, Business Analysis, Program Management, Outsourcing, Disaster Recovery, ITIL, Management, Networking, Leadership, Financial Services, Marketing, IT Strategy, Relationship Management, Vendor Management, SDLC, Banking, Risk Management, Portfolio Management, Executive Management, Testing, Budgets
Education
Capital University 1990 — 1994
Citi August 2014 - Present
Citi August 2007 - July 2014
BISYS Fund Services April 1997 - August 2007
Aerotek Data Services 1996 - 1997
Thompson, Hine & Flory, LLP 1996 - 1996
J&D Hydro-Tech 1991 - 1996
Skills
Process Engineering, Presentation Development, Metrics Definition, Business Process..., Application Support, Strategic Planning, Service Level Management, Business Development, Business Analysis, Program Management, Outsourcing, Disaster Recovery, ITIL, Management, Networking, Leadership, Financial Services, Marketing, IT Strategy, Relationship Management, Vendor Management, SDLC, Banking, Risk Management, Portfolio Management, Executive Management, Testing, Budgets
Education
Capital University 1990 — 1994
Roberto Aliaga's BISYS Fund Services Experience 2000 - 2002
Job Pension Manager at Laborer Funds Administrative Office of Northern California
Industry Nonprofit Organization Management
Experience
Laborer Funds Administrative Office of Northern California March 2003 - Present
BISYS Fund Services 2000 - 2002
Skills
Defined Benefit, Retirement, Pensions, Customer Service, Benefits, 401k, Customer Relations, Analysis, Economic Research, Accounting, Excel, Employee Benefits, Administration, Financial Analysis, Microsoft Office, Funding, Word, Auditing, Data Analysis, Compliance
Education
California State University-Sacramento 2003 — 2006
MBA, Finance
Pontificia Universidad Católica del Perú 1975 — 1980
B.A., Economics
Laborer Funds Administrative Office of Northern California March 2003 - Present
BISYS Fund Services 2000 - 2002
Skills
Defined Benefit, Retirement, Pensions, Customer Service, Benefits, 401k, Customer Relations, Analysis, Economic Research, Accounting, Excel, Employee Benefits, Administration, Financial Analysis, Microsoft Office, Funding, Word, Auditing, Data Analysis, Compliance
Education
California State University-Sacramento 2003 — 2006
MBA, Finance
Pontificia Universidad Católica del Perú 1975 — 1980
B.A., Economics
Lori Trill's BISYS Fund Services Experience 2000 - 2001
Job Vice President, JPMorgan Chase
Industry Financial Services
Experience
Columbus Regional Airport Authority 2010 - Present
J.P. Morgan 2001 - Present
BISYS Fund Services 2000 - 2001
Skills
Financial Analysis, Financial Modeling, Finance, Corporate Finance, Business Analysis, Banking, Forecasting, Asset Managment, Risk Management, Accounting, Financial Reporting, Financial Services, Strategic Financial...
Education
Franklin University
BS, Finance
Herscher High School
HS Diploma
Columbus Regional Airport Authority 2010 - Present
J.P. Morgan 2001 - Present
BISYS Fund Services 2000 - 2001
Skills
Financial Analysis, Financial Modeling, Finance, Corporate Finance, Business Analysis, Banking, Forecasting, Asset Managment, Risk Management, Accounting, Financial Reporting, Financial Services, Strategic Financial...
Education
Franklin University
BS, Finance
Herscher High School
HS Diploma
Chris Lindley's BISYS Fund Services Experience June 1999 - June 2003
Job Owner at The Goddard School
Industry Education Management
Experience
The Goddard School April 2007 - Present
Advisory Services Inc. January 2004 - April 2007
BISYS Fund Services June 1999 - June 2003
Skills
Teaching, Social Media, Coaching, Strategic Planning, Marketing, Team Building, Customer Service, Staff Development, Leadership, Leadership Development, Event Planning, Fundraising, Nonprofits, Management, Microsoft Office, Start-ups, Social Media Marketing, Marketing Strategy, Sales
Education
Capital University 2000 — 2002
MBA
Bowling Green State University 1995 — 1999
BSBA, Finance
The Goddard School April 2007 - Present
Advisory Services Inc. January 2004 - April 2007
BISYS Fund Services June 1999 - June 2003
Skills
Teaching, Social Media, Coaching, Strategic Planning, Marketing, Team Building, Customer Service, Staff Development, Leadership, Leadership Development, Event Planning, Fundraising, Nonprofits, Management, Microsoft Office, Start-ups, Social Media Marketing, Marketing Strategy, Sales
Education
Capital University 2000 — 2002
MBA
Bowling Green State University 1995 — 1999
BSBA, Finance
Matthew Constancio's BISYS Fund Services Experience April 1997 - September 1998
Job Compliance Manager at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management April 2011 - Present
J.P. Morgan Asset Management September 2009 - April 2011
J.P. Morgan Asset Management August 2004 - January 2009
Bank One – Private Client Services April 2002 - August 2004
Banc One Investment Advisors Corporation August 2001 - April 2002
Banc One Investment Advisors Corporation September 1998 - August 2001
BISYS Fund Services April 1997 - September 1998
BISYS Fund Services November 1996 - April 1997
Payden & Rygel Investment Group February 1995 - November 1996
Skills
Investments, Asset Management, Equities, Portfolio Management
Education
California State University-Fullerton, Mihaylo College of Business and Economics
Bachelor of Arts
J.P. Morgan Asset Management April 2011 - Present
J.P. Morgan Asset Management September 2009 - April 2011
J.P. Morgan Asset Management August 2004 - January 2009
Bank One – Private Client Services April 2002 - August 2004
Banc One Investment Advisors Corporation August 2001 - April 2002
Banc One Investment Advisors Corporation September 1998 - August 2001
BISYS Fund Services April 1997 - September 1998
BISYS Fund Services November 1996 - April 1997
Payden & Rygel Investment Group February 1995 - November 1996
Skills
Investments, Asset Management, Equities, Portfolio Management
Education
California State University-Fullerton, Mihaylo College of Business and Economics
Bachelor of Arts
Curtis Hathaway's BISYS Fund Services Experience October 1997 - March 2003
Job Financial Services Professional
Industry Financial Services
Experience
Jefferson Wells March 2004 - July 2008
BISYS Fund Services October 1997 - March 2003
BISYS Fund Services 1997 - 2003
Education
Columbus State Community College 1989 — 1995
Associate of Applied Science, Business Mgmt & Financial Mgmt
Jefferson Wells March 2004 - July 2008
BISYS Fund Services October 1997 - March 2003
BISYS Fund Services 1997 - 2003
Education
Columbus State Community College 1989 — 1995
Associate of Applied Science, Business Mgmt & Financial Mgmt
Greg Dotter's BISYS Fund Services Experience November 1990 - December 1999
Job Manager, Solutions Development
Industry Real Estate
Experience
WP GLIMCHER January 2000 - Present
BISYS Fund Services November 1990 - December 1999
Education
Columbus State Community College 1987 — 1990
Associate, Accounting
The Ohio State University 1985 — 1986
Gahanna Lincoln
WP GLIMCHER January 2000 - Present
BISYS Fund Services November 1990 - December 1999
Education
Columbus State Community College 1987 — 1990
Associate, Accounting
The Ohio State University 1985 — 1986
Gahanna Lincoln
Kathi Fleischer's BISYS Fund Services Experience October 2003 - June 2006
Job Project Manager at PNC
Industry Financial Services
Experience
PNC April 2015 - Present
JPMorgan Chase & Co. September 2014 - April 2015
Citi July 2011 - April 2014
Citi January 2009 - July 2011
Citi June 2006 - January 2009
BISYS Fund Services October 2003 - June 2006
BISYS Fund Services September 2002 - November 2003
BISYS Fund Services November 1998 - September 2002
Skills
Mutual Funds, Financial Services, Asset Managment, Securities, Hedge Funds, Back Office, Series 63, Asset Management, Account Reconciliation, Settlement, Equities, Trading, Financial Risk, Banking, Portfolio Management, Relationship Management, Financial Analysis, Management, Fixed Income, Fund Accounting, Investments, Risk Management, Alternative Investments, Wealth Management, AML, Derivatives, Leadership, Investment Banking, Capital Markets, Bonds, Series 7, Bloomberg, Middle Office, Finance, Business Analysis, Asset Allocation, Financial Modeling, Project Management, Strategic Financial..., Vendor Management, Series 6, Accounting, Business Requirements, Private Equity, Mergers, Insurance, Corporate Finance
Education
Columbus State Community College 1994 — 1999
Marketing
The Ohio State University 1991 — 1994
Advertising
PNC April 2015 - Present
JPMorgan Chase & Co. September 2014 - April 2015
Citi July 2011 - April 2014
Citi January 2009 - July 2011
Citi June 2006 - January 2009
BISYS Fund Services October 2003 - June 2006
BISYS Fund Services September 2002 - November 2003
BISYS Fund Services November 1998 - September 2002
Skills
Mutual Funds, Financial Services, Asset Managment, Securities, Hedge Funds, Back Office, Series 63, Asset Management, Account Reconciliation, Settlement, Equities, Trading, Financial Risk, Banking, Portfolio Management, Relationship Management, Financial Analysis, Management, Fixed Income, Fund Accounting, Investments, Risk Management, Alternative Investments, Wealth Management, AML, Derivatives, Leadership, Investment Banking, Capital Markets, Bonds, Series 7, Bloomberg, Middle Office, Finance, Business Analysis, Asset Allocation, Financial Modeling, Project Management, Strategic Financial..., Vendor Management, Series 6, Accounting, Business Requirements, Private Equity, Mergers, Insurance, Corporate Finance
Education
Columbus State Community College 1994 — 1999
Marketing
The Ohio State University 1991 — 1994
Advertising
Kimberly Barbieri's BISYS Fund Services Experience November 2003 - October 2004
Job Personnel Manager for the Town of North Castle
Industry Human Resources
Experience
Town of North Castle November 2011 - October 2014
Protiviti October 2005 - July 2011
BISYS Fund Services November 2003 - October 2004
Swiss Re September 1996 - October 2003
Skills
Human Resources, Recruiting, Talent Acquisition, College Recruiting, Policy, HRIS, Performance Management, Management Consulting, Process Improvement, Business Process..., Risk Management, Internal Audit, Sarbanes-Oxley Act, Auditing, Talent Management, Applicant Tracking..., Onboarding
Education
Dowling College 1989 — 1994
Bachelor's degree, BPLS
Dowling College
Town of North Castle November 2011 - October 2014
Protiviti October 2005 - July 2011
BISYS Fund Services November 2003 - October 2004
Swiss Re September 1996 - October 2003
Skills
Human Resources, Recruiting, Talent Acquisition, College Recruiting, Policy, HRIS, Performance Management, Management Consulting, Process Improvement, Business Process..., Risk Management, Internal Audit, Sarbanes-Oxley Act, Auditing, Talent Management, Applicant Tracking..., Onboarding
Education
Dowling College 1989 — 1994
Bachelor's degree, BPLS
Dowling College
Jylanne Dunne's BISYS Fund Services Experience 2000 - 2007
Job SVP of Practice Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2011 - Present
Fidelity Investments April 2007 - January 2011
BISYS Fund Services 2000 - 2007
Skills
Series 7, Securities, Series 63, Mutual Funds, Financial Services
Education
Boston College 1977 — 1981
Fidelity Investments January 2011 - Present
Fidelity Investments April 2007 - January 2011
BISYS Fund Services 2000 - 2007
Skills
Series 7, Securities, Series 63, Mutual Funds, Financial Services
Education
Boston College 1977 — 1981
Oronde Muse's BISYS Fund Services Experience 2000 - 2003
Job Financial Services Professional
Industry Financial Services
Experience
JPMorgan Chase 2010 - 2010
Spectrum Global Fund Administration January 2008 - March 2009
Stateof Ohio Department of Taxation 2003 - 2007
BISYS Fund Services 2000 - 2003
Skills
Portfolio Management, Prime Brokerage, Accounting, Mutual Funds, Lotus Notes, Hedge Funds, Fund Accounting, Swaps, Financial Statements, Currency, Valuation, Account Reconciliation, Derivatives, Financial Analysis, Financial Reporting, Fund Administration, Financial Modeling, Bonds, Alternative Investments, Bloomberg, Options
Education
Ashland University 2001 — 2004
MBA
JPMorgan Chase 2010 - 2010
Spectrum Global Fund Administration January 2008 - March 2009
Stateof Ohio Department of Taxation 2003 - 2007
BISYS Fund Services 2000 - 2003
Skills
Portfolio Management, Prime Brokerage, Accounting, Mutual Funds, Lotus Notes, Hedge Funds, Fund Accounting, Swaps, Financial Statements, Currency, Valuation, Account Reconciliation, Derivatives, Financial Analysis, Financial Reporting, Fund Administration, Financial Modeling, Bonds, Alternative Investments, Bloomberg, Options
Education
Ashland University 2001 — 2004
MBA
Jason A. Osborn's BISYS Fund Services Experience June 2001 - May 2003
Job Administarive Associate at Genentech
Industry Human Resources
Experience
Genentech August 2009 - Present
Pro Unlimited @ Genentech November 2006 - March 2009
Macy’s West Corporate Headquarters April 2006 - November 2006
Temporary Assignments - San Francisco, CA June 2005 - April 2006
Golden Gate University February 2005 - June 2005
National City Bank July 2004 - February 2005
Fifth Third Bank May 2003 - April 2004
BISYS Fund Services June 2001 - May 2003
Michigan State University August 1997 - June 2001
Education
DePaul University 2004 — 2005
Education: Human Services and Counseling
Michigan State University 1996 — 2003
Bachelor of Arts, Communications - specialized in Business and Behavioral Science
Grand Ledge H.S.
Genentech August 2009 - Present
Pro Unlimited @ Genentech November 2006 - March 2009
Macy’s West Corporate Headquarters April 2006 - November 2006
Temporary Assignments - San Francisco, CA June 2005 - April 2006
Golden Gate University February 2005 - June 2005
National City Bank July 2004 - February 2005
Fifth Third Bank May 2003 - April 2004
BISYS Fund Services June 2001 - May 2003
Michigan State University August 1997 - June 2001
Education
DePaul University 2004 — 2005
Education: Human Services and Counseling
Michigan State University 1996 — 2003
Bachelor of Arts, Communications - specialized in Business and Behavioral Science
Grand Ledge H.S.
Nakul Patel's BISYS Fund Services Experience October 2005 - March 2007
Job Vice President Citi Hedge Fund Services
Industry Financial Services
Experience
Citi Hedge Fund Services August 2009 - Present
Spectrum Global Fund Administration April 2007 - August 2009
BISYS Fund Services October 2005 - March 2007
Skills
Corporate Actions, Hedge Accounting, Fund Accounting, Bloomberg, Mutual Funds, Portfolio Management
Education
Ashland University 2011 — 2013
MBA, Finance and Entrepreneurship
Wittenberg University 2001 — 2005
Bachelors, Business Administration
Citi Hedge Fund Services August 2009 - Present
Spectrum Global Fund Administration April 2007 - August 2009
BISYS Fund Services October 2005 - March 2007
Skills
Corporate Actions, Hedge Accounting, Fund Accounting, Bloomberg, Mutual Funds, Portfolio Management
Education
Ashland University 2011 — 2013
MBA, Finance and Entrepreneurship
Wittenberg University 2001 — 2005
Bachelors, Business Administration
Mark Bokelman's BISYS Fund Services Experience January 1998 - August 2003
Job Student Cabinet & Furniture Making Program North Bennet Street School
Industry Furniture
Experience
Stevens Capital Management LP August 2003 - June 2007
BISYS Fund Services January 1998 - August 2003
State Street August 1995 - January 1998
Skills
Mutual Funds, Equities, Trading, Hedge Funds, Alternative Investments, Investments, Financial Analysis, Futures, Foreign Exchange, Commodity Markets, Asian markets, Equity Indices, Interest Rate..., Pricing, Trade Execution, Financial Statements, Due Diligence
Education
Bryant University 1991 — 1995
B.S., Finance
Bishop Feehan High School 1989 — 1991
North Bennet Street School
Cabinet and Furniture Making
Stevens Capital Management LP August 2003 - June 2007
BISYS Fund Services January 1998 - August 2003
State Street August 1995 - January 1998
Skills
Mutual Funds, Equities, Trading, Hedge Funds, Alternative Investments, Investments, Financial Analysis, Futures, Foreign Exchange, Commodity Markets, Asian markets, Equity Indices, Interest Rate..., Pricing, Trade Execution, Financial Statements, Due Diligence
Education
Bryant University 1991 — 1995
B.S., Finance
Bishop Feehan High School 1989 — 1991
North Bennet Street School
Cabinet and Furniture Making
Kurt Seibert's BISYS Fund Services Experience September 1994 - September 1998
Job VP at Columbus Talent Enterprises
Industry Professional Training & Coaching
Experience
Columbus Talent Enterprises June 2008 - Present
CTE May 2008 - Present
John Casablancas Modeling and Career Centers 2008 - 2011
BISYS Fund Services September 1994 - September 1998
Skills
Online Advertising, SEO, Dreamweaver, E-commerce, Social Networking, Strategic Planning, Microsoft Office, Leadership, Team Building, New Business Development, Graphic Design, Business Strategy, Negotiation, Business Planning, Facebook, Social Media Marketing, Event Management, Entrepreneurship, Management, Email Marketing, Marketing Strategy, Sales, Strategic Partnerships, Business Development, Public Relations, Marketing Communications
Education
Franklin University 1989 — 1990
Bachelor of Science (BS), Business Administration and Management, General
Franklin University 1984 — 1990
Bachalor, Business Management
Columbus Talent Enterprises June 2008 - Present
CTE May 2008 - Present
John Casablancas Modeling and Career Centers 2008 - 2011
BISYS Fund Services September 1994 - September 1998
Skills
Online Advertising, SEO, Dreamweaver, E-commerce, Social Networking, Strategic Planning, Microsoft Office, Leadership, Team Building, New Business Development, Graphic Design, Business Strategy, Negotiation, Business Planning, Facebook, Social Media Marketing, Event Management, Entrepreneurship, Management, Email Marketing, Marketing Strategy, Sales, Strategic Partnerships, Business Development, Public Relations, Marketing Communications
Education
Franklin University 1989 — 1990
Bachelor of Science (BS), Business Administration and Management, General
Franklin University 1984 — 1990
Bachalor, Business Management
Randy Lindstrom's BISYS Fund Services Experience February 2006 - December 2006
Job Systems Integrator at Fagen Inc.
Industry Construction
Experience
Fagen Inc. November 2006 - Present
BISYS Fund Services February 2006 - December 2006
Lindstrom Information Development, Inc. August 1998 - February 2006
Hoffco Inc. December 1994 - August 1998
The Schwan Food Company 1990 - 1994
Heritage Christian School September 1984 - May 1988
Education
Mankato Technical College 1989 — 1990
Computer Programming, 4.0
Trinity Western University 1981 — 1984
Bachelor's Degree, Bible/Biblical Studies, 3.3
Oak Hills Christian College 1977 — 1980
Associate's Degree, Bible/Biblical Studies
Fagen Inc. November 2006 - Present
BISYS Fund Services February 2006 - December 2006
Lindstrom Information Development, Inc. August 1998 - February 2006
Hoffco Inc. December 1994 - August 1998
The Schwan Food Company 1990 - 1994
Heritage Christian School September 1984 - May 1988
Education
Mankato Technical College 1989 — 1990
Computer Programming, 4.0
Trinity Western University 1981 — 1984
Bachelor's Degree, Bible/Biblical Studies, 3.3
Oak Hills Christian College 1977 — 1980
Associate's Degree, Bible/Biblical Studies
Keith Goedde's BISYS Fund Services Experience June 2003 - January 2004
Job Director, Infrastructure Engineering at Nationwide Insurance
Industry Computer Software
Experience
Nationwide Insurance May 2014 - Present
Netsmart Technologies October 2012 - May 2014
Netsmart Technologies July 2010 - October 2012
Netsmart Technologies July 2009 - July 2010
Netsmart Technologies January 2008 - July 2009
Richland County Board of MR/DD January 2006 - June 2009
Netsmart Technologies January 2004 - January 2008
BISYS Fund Services June 2003 - January 2004
The Ohio State University 1999 - 2003
Skills
Checkpoint, Security Audits, Security Management, Network Engineering, Systems Engineering, CISSP, Operations Management, Risk Management, SaaS, Cloud Computing, VMware Infrastructure, Storage Area Networks, EMC, Cisco, Cisco Technologies, VMware, Security, Virtualization, Windows Server, Network Security, Information Security, Enterprise Architecture, VMware ESX, Firewalls, Information Security..., Data Center, Disaster Recovery, Integration, Information Technology, IT Management, High Availability, IT Strategy, Vendor Management, Professional Services, Active Directory, Enterprise Software, Servers, IT Operations, Storage, ITIL, Solution Architecture, SAN, Computer Security, Infrastructure, Business Strategy
Education
Ashland University 2003 — 2005
MBA, Executive Management
The Ohio State University Fisher College of Business 1999 — 2003
Bachelor of Business Administration, M.I.S
Nationwide Insurance May 2014 - Present
Netsmart Technologies October 2012 - May 2014
Netsmart Technologies July 2010 - October 2012
Netsmart Technologies July 2009 - July 2010
Netsmart Technologies January 2008 - July 2009
Richland County Board of MR/DD January 2006 - June 2009
Netsmart Technologies January 2004 - January 2008
BISYS Fund Services June 2003 - January 2004
The Ohio State University 1999 - 2003
Skills
Checkpoint, Security Audits, Security Management, Network Engineering, Systems Engineering, CISSP, Operations Management, Risk Management, SaaS, Cloud Computing, VMware Infrastructure, Storage Area Networks, EMC, Cisco, Cisco Technologies, VMware, Security, Virtualization, Windows Server, Network Security, Information Security, Enterprise Architecture, VMware ESX, Firewalls, Information Security..., Data Center, Disaster Recovery, Integration, Information Technology, IT Management, High Availability, IT Strategy, Vendor Management, Professional Services, Active Directory, Enterprise Software, Servers, IT Operations, Storage, ITIL, Solution Architecture, SAN, Computer Security, Infrastructure, Business Strategy
Education
Ashland University 2003 — 2005
MBA, Executive Management
The Ohio State University Fisher College of Business 1999 — 2003
Bachelor of Business Administration, M.I.S
Bob Donahoe's BISYS Fund Services Experience 2002 - 2007
Job Senior Managing Director at State Street
Industry Financial Services
Experience
State Street October 2012 - Present
Goldman Sachs June 2010 - October 2012
Citi January 1998 - June 2010
BISYS Fund Services 2002 - 2007
Education
Babson College
MBA
Bentley University 1982 — 1986
B.S., Finance
State Street October 2012 - Present
Goldman Sachs June 2010 - October 2012
Citi January 1998 - June 2010
BISYS Fund Services 2002 - 2007
Education
Babson College
MBA
Bentley University 1982 — 1986
B.S., Finance
Keneitha Cordle's BISYS Fund Services Experience October 2001 - August 2005
Job Accountant at DFAS
Industry Accounting
Experience
DFAS September 2008 - Present
Alliance Data August 2005 - September 2008
BISYS Fund Services October 2001 - August 2005
Skills
General Ledger, Accounting, Bookkeeping, Reconciliation, Financial Reporting
Education
Keller Graduate School of Management of DeVry University 2003 — 2005
Master of Business Administration (MBA), Health Services Administration
DeVry University-Ohio 1998 — 2001
Bachelor of Science (BS), Accounting
DFAS September 2008 - Present
Alliance Data August 2005 - September 2008
BISYS Fund Services October 2001 - August 2005
Skills
General Ledger, Accounting, Bookkeeping, Reconciliation, Financial Reporting
Education
Keller Graduate School of Management of DeVry University 2003 — 2005
Master of Business Administration (MBA), Health Services Administration
DeVry University-Ohio 1998 — 2001
Bachelor of Science (BS), Accounting
Brian Desilva's BISYS Fund Services Experience January 2000 - December 2007
Job Accountant at DFAS
Industry Accounting
Jodi Dupler's BISYS Fund Services Experience March 1996 - December 1997
Job Accounting Manager, Equipment at The Shelly Company
Industry Building Materials
Experience
The Shelly Company April 2012 - Present
Oldcastle Materials Inc April 2009 - June 2012
The Shelly Company February 2003 - April 2009
The Shelly Company February 2003 - April 2009
The Shelly Company June 2000 - February 2003
The Shelly Company June 2000 - February 2003
The Shelly Company January 1998 - June 2000
BISYS Fund Services March 1996 - December 1997
DeVry Institute of Technology August 1993 - February 1996
Skills
Budgets, Financial Reporting, Analysis, General Ledger, Contract Management, Contract Negotiation, Forecasting, Negotiation, Team Building, Purchasing, Procurement, Inventory Management, Construction
Education
DeVry Institute of Technology 1993 — 1996
Bachelors, Accounting
The Shelly Company April 2012 - Present
Oldcastle Materials Inc April 2009 - June 2012
The Shelly Company February 2003 - April 2009
The Shelly Company February 2003 - April 2009
The Shelly Company June 2000 - February 2003
The Shelly Company June 2000 - February 2003
The Shelly Company January 1998 - June 2000
BISYS Fund Services March 1996 - December 1997
DeVry Institute of Technology August 1993 - February 1996
Skills
Budgets, Financial Reporting, Analysis, General Ledger, Contract Management, Contract Negotiation, Forecasting, Negotiation, Team Building, Purchasing, Procurement, Inventory Management, Construction
Education
DeVry Institute of Technology 1993 — 1996
Bachelors, Accounting
Jason Gernstetter's BISYS Fund Services Experience January 1996 - January 1998
Job Vice President Private Client Advisor at JPMORGAN CHASE BANK
Industry Financial Services
Experience
JPMORGAN CHASE BANK 2013 - Present
Chase Investment Services Corp. September 2011 - 2013
Chase Investment Services Corp. September 2010 - August 2011
Marion Electric Motor Service Inc. April 2006 - September 2010
JP Morgan Chase January 2004 - January 2005
One Group Investment Services January 1998 - January 2004
BISYS Fund Services January 1996 - January 1998
Dean Witter April 1993 - January 1996
Education
Capital University - School of Management 1997 — 1999
MBA, Business and Investments
Kent State University 1989 — 1994
BA, Business
JPMORGAN CHASE BANK 2013 - Present
Chase Investment Services Corp. September 2011 - 2013
Chase Investment Services Corp. September 2010 - August 2011
Marion Electric Motor Service Inc. April 2006 - September 2010
JP Morgan Chase January 2004 - January 2005
One Group Investment Services January 1998 - January 2004
BISYS Fund Services January 1996 - January 1998
Dean Witter April 1993 - January 1996
Education
Capital University - School of Management 1997 — 1999
MBA, Business and Investments
Kent State University 1989 — 1994
BA, Business
Carl Foulke's BISYS Fund Services Experience January 1997 - January 2004
Job Accounting Professional
Industry Accounting
Experience
JPMorgan Chase Bank August 2011 - Present
JP Morgan Chase- Chaseworks January 2011 - July 2011
Citi Fund Services January 1997 - January 2009
BISYS Fund Services January 1997 - January 2004
BISYS Fund Services January 1997 - January 2004
Safelite Auto Glass Corporation January 1994 - January 1997
Safelite Auto Glass Corporation January 1994 - January 1997
Skills
Accounting, Microsoft Word, Microsoft Excel, Customer Service, Mutual Funds, Financial Analysis, Invoicing, PowerPoint, Process Improvement, Training, Research, Team Leadership, Auditing, Analysis, Insurance, Accounts Payable, Banking, Time Management, Account Reconciliation, Team Building, Management, Payroll, Risk Management, Financial Reporting, Access, Forecasting, Financial Accounting, General Ledger, Budgets, Financial Statements, Sarbanes-Oxley Act, Internal Controls, Financial Modeling
Education
Franklin University
Bachelor of Science, Accounting
JPMorgan Chase Bank August 2011 - Present
JP Morgan Chase- Chaseworks January 2011 - July 2011
Citi Fund Services January 1997 - January 2009
BISYS Fund Services January 1997 - January 2004
BISYS Fund Services January 1997 - January 2004
Safelite Auto Glass Corporation January 1994 - January 1997
Safelite Auto Glass Corporation January 1994 - January 1997
Skills
Accounting, Microsoft Word, Microsoft Excel, Customer Service, Mutual Funds, Financial Analysis, Invoicing, PowerPoint, Process Improvement, Training, Research, Team Leadership, Auditing, Analysis, Insurance, Accounts Payable, Banking, Time Management, Account Reconciliation, Team Building, Management, Payroll, Risk Management, Financial Reporting, Access, Forecasting, Financial Accounting, General Ledger, Budgets, Financial Statements, Sarbanes-Oxley Act, Internal Controls, Financial Modeling
Education
Franklin University
Bachelor of Science, Accounting
John Snyder, CMA's BISYS Fund Services Experience 2006 - 2007
Job Finance Manager at Johnson & Johnson
Industry Hospital & Health Care
Experience
Johnson & Johnson January 2015 - Present
North America Consumer Products, Johnson & Johnson April 2012 - December 2014
DePuy Spine, Johnson & Johnson June 2009 - April 2012
Global Pharmaceutical Supply Group, Johnson & Johnson October 2008 - May 2009
Johnson & Johnson May 2007 - May 2009
Johnson & Johnson March 2008 - October 2008
DePuy Spine, Johnson & Johnson May 2007 - March 2008
BISYS Fund Services 2006 - 2007
UnitedHealthcare 2006 - 2006
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Accounting, Forecasting, Valuation, Leadership, Variance Analysis, Finance, Financial Forecasting, Cost Accounting, Corporate Finance, Strategic Financial..., Sarbanes-Oxley Act, Financial Planning
Education
Duke University - The Fuqua School of Business 2011 — 2012
MBA, Health Sector Management
The Ohio State University Fisher College of Business 2003 — 2007
Business Administration, Finance, Economics
Johnson & Johnson January 2015 - Present
North America Consumer Products, Johnson & Johnson April 2012 - December 2014
DePuy Spine, Johnson & Johnson June 2009 - April 2012
Global Pharmaceutical Supply Group, Johnson & Johnson October 2008 - May 2009
Johnson & Johnson May 2007 - May 2009
Johnson & Johnson March 2008 - October 2008
DePuy Spine, Johnson & Johnson May 2007 - March 2008
BISYS Fund Services 2006 - 2007
UnitedHealthcare 2006 - 2006
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Accounting, Forecasting, Valuation, Leadership, Variance Analysis, Finance, Financial Forecasting, Cost Accounting, Corporate Finance, Strategic Financial..., Sarbanes-Oxley Act, Financial Planning
Education
Duke University - The Fuqua School of Business 2011 — 2012
MBA, Health Sector Management
The Ohio State University Fisher College of Business 2003 — 2007
Business Administration, Finance, Economics
Steven Millner's BISYS Fund Services Experience May 2002 - July 2007
Job Owner, Gen II Fund Services, LLC
Industry Accounting
Experience
Gen II Fund Services, LLC July 2009 - Present
BISYS Fund Services May 2002 - July 2007
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Strategic Planning, Accounting, Microsoft Word, Budgets, Project Management, Leadership, Private Equity, Venture Capital, Alternative Investments, Private Equity..., Mutual Funds, Auditing, Due Diligence, Financial Services, Investments, Financial Analysis, Portfolio Management, Finance, Valuation, Mergers & Acquisitions
Education
Bentley University 1979 — 1983
Bachelor of Science (BS), Accounting
Gen II Fund Services, LLC July 2009 - Present
BISYS Fund Services May 2002 - July 2007
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Strategic Planning, Accounting, Microsoft Word, Budgets, Project Management, Leadership, Private Equity, Venture Capital, Alternative Investments, Private Equity..., Mutual Funds, Auditing, Due Diligence, Financial Services, Investments, Financial Analysis, Portfolio Management, Finance, Valuation, Mergers & Acquisitions
Education
Bentley University 1979 — 1983
Bachelor of Science (BS), Accounting
Colleen Collins's BISYS Fund Services Experience 2005 - 2007
Job Senior Case Manager at Dunlap & Associates Wealth Managment
Industry Financial Services
Experience
Dunlap & Associates Wealth Managment June 2015 - Present
Citigroup August 2005 - April 2014
BISYS Fund Services 2005 - 2007
Oak Associates July 2002 - June 2005
National City Bank August 1993 - July 2002
Skills
Financial Services
Education
Fairfield University 1989 — 1993
BS, Managment
Gilmour Academy 1985 — 1989
Dunlap & Associates Wealth Managment June 2015 - Present
Citigroup August 2005 - April 2014
BISYS Fund Services 2005 - 2007
Oak Associates July 2002 - June 2005
National City Bank August 1993 - July 2002
Skills
Financial Services
Education
Fairfield University 1989 — 1993
BS, Managment
Gilmour Academy 1985 — 1989
Mary Medert's BISYS Fund Services Experience April 1998 - October 2001
Job Certified Paralegal at Ohio Secretary of State
Industry Government Administration
Experience
Ohio Secretary of State October 2002 - Present
Schottenstein, Zox & Dunn October 2001 - October 2002
BISYS Fund Services April 1998 - October 2001
Education
Capital University Law School 2000 — 2000
Paralegal Certification, Paralegal
Ohio Dominican University 1992 — 1996
Bachelor's, Business Administration & Visual Communication
Ohio Secretary of State October 2002 - Present
Schottenstein, Zox & Dunn October 2001 - October 2002
BISYS Fund Services April 1998 - October 2001
Education
Capital University Law School 2000 — 2000
Paralegal Certification, Paralegal
Ohio Dominican University 1992 — 1996
Bachelor's, Business Administration & Visual Communication
Rene Anderson's BISYS Fund Services Experience 1992 - 1995
Job Retired
Industry Investment Banking
Experience
Retired and enjoying life September 2001 - Present
Hendy Enterprises 1997 - 2002
BISYS Fund Services 1992 - 1995
Winsbury Company 1985 - 1995
Bank One Trust 1979 - 1984
Education
Duke University 1965 — 1969
BA, Art History, English
Retired and enjoying life September 2001 - Present
Hendy Enterprises 1997 - 2002
BISYS Fund Services 1992 - 1995
Winsbury Company 1985 - 1995
Bank One Trust 1979 - 1984
Education
Duke University 1965 — 1969
BA, Art History, English
Suzie Styles's BISYS Fund Services Experience November 2006 - August 2007
Job Account Executive
Industry Insurance
Experience
The Eye Center March 2012 - Present
Bollinger Insurance March 2008 - Present
Affinity Federal Credit Union August 2007 - March 2008
BISYS Fund Services November 2006 - August 2007
The Buccaneer Hotel February 2006 - July 2006
Service Cable Electric June 2004 - August 2005
Education
Fairleigh Dickinson University 2001 — 2005
Bachelor of Arts (B.A.), Creative Writing, 3.5
The Eye Center March 2012 - Present
Bollinger Insurance March 2008 - Present
Affinity Federal Credit Union August 2007 - March 2008
BISYS Fund Services November 2006 - August 2007
The Buccaneer Hotel February 2006 - July 2006
Service Cable Electric June 2004 - August 2005
Education
Fairleigh Dickinson University 2001 — 2005
Bachelor of Arts (B.A.), Creative Writing, 3.5
Joyce McCabe's BISYS Fund Services Experience 1999 - 2005
Job Marketing Consultant at Weeden & Co.
Industry Financial Services
Experience
Weeden & Co. January 2015 - Present
E2W Limited May 2013 - July 2014
BNY ConvergEx 1999 - 2011
BISYS Fund Services 1999 - 2005
State Street 1996 - 1999
Digitas 1994 - 1996
Skills
Wealth Management, Business Strategy, Strategic Financial..., Leadership, Financial Risk, Due Diligence, Equity Research, VBA, Client Services, Strategic Partnerships, P&L Management, Corporate Actions, Bonds, Negotiation, Credit Derivatives, Creative Strategy, Direct Sales, Contract Negotiation, Enterprise Software, Cloud Computing
Education
Bentley University
Master of Business Administration (MBA), Marketing
The University of Connecticut School of Business
Bachelor's degree, Accounting and Finance
Weeden & Co. January 2015 - Present
E2W Limited May 2013 - July 2014
BNY ConvergEx 1999 - 2011
BISYS Fund Services 1999 - 2005
State Street 1996 - 1999
Digitas 1994 - 1996
Skills
Wealth Management, Business Strategy, Strategic Financial..., Leadership, Financial Risk, Due Diligence, Equity Research, VBA, Client Services, Strategic Partnerships, P&L Management, Corporate Actions, Bonds, Negotiation, Credit Derivatives, Creative Strategy, Direct Sales, Contract Negotiation, Enterprise Software, Cloud Computing
Education
Bentley University
Master of Business Administration (MBA), Marketing
The University of Connecticut School of Business
Bachelor's degree, Accounting and Finance
Ken Tanaka's BISYS Fund Services Experience July 2004 - April 2005
Job Wells Fargo Private Banker
Industry Banking
Experience
Citi February 2006 - April 2013
Citi April 2005 - January 2006
BISYS Fund Services July 2004 - April 2005
MassMutual Financial Group July 2003 - April 2004
Discovery Capital Group June 2001 - February 2002
Skills
Retail Banking, Banking, Loans, Consumer Lending, Credit, Branch Management, Mortgage Lending, Commercial Banking, Small Business Lending, Credit Analysis, Loan Origination, Mortgage Banking, Cross Selling, Branch Banking, Credit Risk
Education
Eckerd College 1996 — 2000
BA International Business, International Business
Franklin Delano Roosevelt
High School Diploma, High School/Secondary Diplomas and Certificates
Citi February 2006 - April 2013
Citi April 2005 - January 2006
BISYS Fund Services July 2004 - April 2005
MassMutual Financial Group July 2003 - April 2004
Discovery Capital Group June 2001 - February 2002
Skills
Retail Banking, Banking, Loans, Consumer Lending, Credit, Branch Management, Mortgage Lending, Commercial Banking, Small Business Lending, Credit Analysis, Loan Origination, Mortgage Banking, Cross Selling, Branch Banking, Credit Risk
Education
Eckerd College 1996 — 2000
BA International Business, International Business
Franklin Delano Roosevelt
High School Diploma, High School/Secondary Diplomas and Certificates
Freddie Hothan's BISYS Fund Services Experience January 2001 - August 2007
Job Network Administrator at Winncom Technologies
Industry Financial Services
Experience
Winncom Technologies April 2014 - Present
Citi August 2007 - August 2013
BISYS Fund Services January 2001 - August 2007
Skills
VMware, Disaster Recovery, Active Directory, Data Center, Windows Server, System Administration, Vendor Management, Microsoft SQL Server, Virtualization, SharePoint
Education
Cuyahoga Community College 2013 — 2014
CISCO CCNA Certification
Winncom Technologies April 2014 - Present
Citi August 2007 - August 2013
BISYS Fund Services January 2001 - August 2007
Skills
VMware, Disaster Recovery, Active Directory, Data Center, Windows Server, System Administration, Vendor Management, Microsoft SQL Server, Virtualization, SharePoint
Education
Cuyahoga Community College 2013 — 2014
CISCO CCNA Certification
Adam Dues's BISYS Fund Services Experience April 2003 - November 2006
Job JPMorgan Chase
Industry Banking
Experience
Verizon Wireless January 2012 - March 2013
JPMorgan Chase 2013 - 2013
JPMorgan Chase 2013 - 2013
JPMorgan Chase 2013 - 2013
Verizon Wireless January 2008 - January 2012
Verizon Wireless November 2006 - January 2008
BISYS Fund Services April 2003 - November 2006
Skills
Account Management, Solution Selling, Wireless, Telecommunications, Technical Support, IOS, Android, and..., Call Center/Help-desk..., Business Analysis, Database Management, Mobile Applications, Mobile Devices, Excel Data Analysis, Microsoft Access, Microsoft Project, Microsoft Visual Basic, Call Centers
Education
DeVry University-Ohio 2001 — 2003
Bachelor of Business Administration (B.B.A.), Business Administration/Information Systems, 3.63/4.0
Ohio Northern University 1999 — 2001
Verizon Wireless January 2012 - March 2013
JPMorgan Chase 2013 - 2013
JPMorgan Chase 2013 - 2013
JPMorgan Chase 2013 - 2013
Verizon Wireless January 2008 - January 2012
Verizon Wireless November 2006 - January 2008
BISYS Fund Services April 2003 - November 2006
Skills
Account Management, Solution Selling, Wireless, Telecommunications, Technical Support, IOS, Android, and..., Call Center/Help-desk..., Business Analysis, Database Management, Mobile Applications, Mobile Devices, Excel Data Analysis, Microsoft Access, Microsoft Project, Microsoft Visual Basic, Call Centers
Education
DeVry University-Ohio 2001 — 2003
Bachelor of Business Administration (B.B.A.), Business Administration/Information Systems, 3.63/4.0
Ohio Northern University 1999 — 2001
Bradley Holubowich's BISYS Fund Services Experience June 2005 - December 2006
Job Manager at Marex Spectron
Industry Financial Services
Experience
Marex Spectron March 2015 - Present
Barclays Capital December 2006 - March 2015
BISYS Fund Services June 2005 - December 2006
BNY Mellon June 2004 - June 2005
Skills
Equities, Portfolio Management, Bloomberg, Fixed Income, Derivatives, Financial Modeling, Hedge Funds, Valuation, Capital Markets, Alternative Investments, Investment Banking, Bloomberg Terminal, Options, Financial Analysis, Corporate Finance, Equity Research, Bonds, Securities, Asset Management, Investments, Private Equity, Credit Derivatives, FX Options, Trading Systems
Education
Carnegie Mellon University - Tepper School of Business 2000 — 2004
Bachelor of Science (B.S.), Finance, General, 3.40
Marex Spectron March 2015 - Present
Barclays Capital December 2006 - March 2015
BISYS Fund Services June 2005 - December 2006
BNY Mellon June 2004 - June 2005
Skills
Equities, Portfolio Management, Bloomberg, Fixed Income, Derivatives, Financial Modeling, Hedge Funds, Valuation, Capital Markets, Alternative Investments, Investment Banking, Bloomberg Terminal, Options, Financial Analysis, Corporate Finance, Equity Research, Bonds, Securities, Asset Management, Investments, Private Equity, Credit Derivatives, FX Options, Trading Systems
Education
Carnegie Mellon University - Tepper School of Business 2000 — 2004
Bachelor of Science (B.S.), Finance, General, 3.40
Kyle McGraw's BISYS Fund Services Experience March 2000 - December 2000
Job Reimbursement Manager at Blanchard Valley Health System
Industry Hospital & Health Care
Experience
Blanchard Valley Health System September 2007 - Present
Guardian Industries April 2007 - August 2007
CORA Health Services December 2000 - April 2007
BISYS Fund Services March 2000 - December 2000
Education
Bellevue University 2010 — 2014
Master of Business Administration (M.B.A.), Health/Health Care Administration/Management
University of Findlay 1995 — 1999
BS in Finance, Finance
Blanchard Valley Health System September 2007 - Present
Guardian Industries April 2007 - August 2007
CORA Health Services December 2000 - April 2007
BISYS Fund Services March 2000 - December 2000
Education
Bellevue University 2010 — 2014
Master of Business Administration (M.B.A.), Health/Health Care Administration/Management
University of Findlay 1995 — 1999
BS in Finance, Finance
Brody Boggs's BISYS Fund Services Experience June 2001 - October 2002
Job Service & Support Administrator at Knox Count Board of Developmental Disabilities
Industry Government Administration
Experience
Knox Count Board of Developmental Disabilities May 2003 - Present
BISYS Fund Services June 2001 - October 2002
BISYS Fund Services June 1999 - May 2001
Skills
Microsoft Excel, Microsoft Word, QuickBooks, Microsoft Exchange, Innovation Development, Team Management, Multi Tasking
Education
Bowling Green State University 1995 — 1999
Bachelor of Science (B.S.), Finance and Financial Management Services
Knox Count Board of Developmental Disabilities May 2003 - Present
BISYS Fund Services June 2001 - October 2002
BISYS Fund Services June 1999 - May 2001
Skills
Microsoft Excel, Microsoft Word, QuickBooks, Microsoft Exchange, Innovation Development, Team Management, Multi Tasking
Education
Bowling Green State University 1995 — 1999
Bachelor of Science (B.S.), Finance and Financial Management Services
James Booker's BISYS Fund Services Experience 1999 - 2001
Job Senior Accountant
Industry Marketing and Advertising
Experience
Valpak August 2006 - Present
Big Lots 2001 - 2004
BISYS Fund Services 1999 - 2001
Skills
SAP Accounting, Lawson General Ledger, Great Plains Software, Oracle, Journal Entries
Education
Keller Graduate School of Management of DeVry University 2007 — 2009
Master of Business Administration (M.B.A.), Business Administration and Management, General
DeVry University-Ohio 1996 — 1999
Bachelors of Accounting, Accounting
Valpak August 2006 - Present
Big Lots 2001 - 2004
BISYS Fund Services 1999 - 2001
Skills
SAP Accounting, Lawson General Ledger, Great Plains Software, Oracle, Journal Entries
Education
Keller Graduate School of Management of DeVry University 2007 — 2009
Master of Business Administration (M.B.A.), Business Administration and Management, General
DeVry University-Ohio 1996 — 1999
Bachelors of Accounting, Accounting
Sonali Kandhari's BISYS Fund Services Experience June 1999 - June 2000
Job Investment Accounting
Industry Financial Services
Experience
Chase August 2013 - Present
STRS Ohio July 2004 - August 2013
STRS Ohio September 2001 - July 2004
BISYS Fund Services June 1999 - June 2000
Education
Capital University 2000 — 2001
Master of Business Administration (MBA), Business Administration and Management, General
Miami University 1995 — 1999
Bachelor of Science (BS), Accounting
Chase August 2013 - Present
STRS Ohio July 2004 - August 2013
STRS Ohio September 2001 - July 2004
BISYS Fund Services June 1999 - June 2000
Education
Capital University 2000 — 2001
Master of Business Administration (MBA), Business Administration and Management, General
Miami University 1995 — 1999
Bachelor of Science (BS), Accounting
Andy Spears's BISYS Fund Services Experience 2006 - 2007
Job Risk Strategy & Execution, Executive Director at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase January 2014 - Present
JPMorgan Chase July 2013 - December 2013
JPMorgan Chase December 2009 - July 2013
JPMorgan Chase December 2008 - December 2009
JPMorgan Chase April 2007 - December 2008
BISYS Fund Services 2006 - 2007
Fifth Third Bank 2004 - 2006
Huntington National Bank 2000 - 2004
Education
Case Western Reserve University 2008 — 2012
Master of Business Administration (M.B.A.), Finance, General, 3.92 GPA
Franklin University
Bachelor of Science (B.S.), Marketing, 3.83 GPA
JPMorgan Chase January 2014 - Present
JPMorgan Chase July 2013 - December 2013
JPMorgan Chase December 2009 - July 2013
JPMorgan Chase December 2008 - December 2009
JPMorgan Chase April 2007 - December 2008
BISYS Fund Services 2006 - 2007
Fifth Third Bank 2004 - 2006
Huntington National Bank 2000 - 2004
Education
Case Western Reserve University 2008 — 2012
Master of Business Administration (M.B.A.), Finance, General, 3.92 GPA
Franklin University
Bachelor of Science (B.S.), Marketing, 3.83 GPA
Jeffrey Jameyson's BISYS Fund Services Experience January 2000 - July 2003
Job Outreach Program Manager at Cleveland Clinic
Industry Marketing and Advertising
Experience
Cleveland Clinic October 2013 - Present
J.P. Morgan 2011 - 2013
Rydex Investments October 2007 - December 2011
Nationwide Insurance July 2003 - February 2006
BISYS Fund Services January 2000 - July 2003
Skills
Business Analysis, Business Development, Marketing, Project Management, Sales Management, Relationship Management, Financial Analysis, Financial Services, Communication, Manage Client..., Client Presentation, Financial Reporting, Customer Service, Management
Education
Capital University 2000 — 2002
Master of Business Administration (M.B.A.), Business Administration and Management, General
The Ohio State University 1993 — 1998
Bachelor of Science (B.S.), Communication, General
Cleveland Clinic October 2013 - Present
J.P. Morgan 2011 - 2013
Rydex Investments October 2007 - December 2011
Nationwide Insurance July 2003 - February 2006
BISYS Fund Services January 2000 - July 2003
Skills
Business Analysis, Business Development, Marketing, Project Management, Sales Management, Relationship Management, Financial Analysis, Financial Services, Communication, Manage Client..., Client Presentation, Financial Reporting, Customer Service, Management
Education
Capital University 2000 — 2002
Master of Business Administration (M.B.A.), Business Administration and Management, General
The Ohio State University 1993 — 1998
Bachelor of Science (B.S.), Communication, General
Dan Luke's BISYS Fund Services Experience August 1996 - March 1998
Job Vice President, Huntington Asset Services
Industry Banking
Experience
Huntington National Bank January 2008 - Present
Huntington National Bank March 1998 - December 2007
BISYS Fund Services August 1996 - March 1998
Skills
Fund Accounting, Investments, Mutual Funds, Alternative Investments, Asset Management, Banking, Risk Management, Securities, Financial Services, Hedge Funds, Finance
Education
Capital University 2000 — 2001
Master of Business Administration (MBA), Finance
The Ohio State University 1993 — 1996
Bachelor of Science Business Administration (BBA), Finance
Huntington National Bank January 2008 - Present
Huntington National Bank March 1998 - December 2007
BISYS Fund Services August 1996 - March 1998
Skills
Fund Accounting, Investments, Mutual Funds, Alternative Investments, Asset Management, Banking, Risk Management, Securities, Financial Services, Hedge Funds, Finance
Education
Capital University 2000 — 2001
Master of Business Administration (MBA), Finance
The Ohio State University 1993 — 1996
Bachelor of Science Business Administration (BBA), Finance
D. Chris Weaver's BISYS Fund Services Experience October 2003 - February 2004
Job Team Leader, Institutional Portfolio Administration at RBC Global Asset Management
Industry Financial Services
Experience
RBC Global Asset Management March 2011 - Present
Bank of New York Mellon Investment Services March 2004 - July 2010
BISYS Fund Services October 2003 - February 2004
Cirque du Soleil February 1999 - October 2003
Skills
Customer Service, Teamwork, Microsoft Office, Administration, Financial Analysis, Credit Risk, SAP, Performance Measurement, Portfolio Management, Securities, Mutual Funds
Education
British Columbia Institute of Technology
Finance
CSI Global Education, Inc
Canadian Securities Course
California University of Pennsylvania
Bachelor of Arts, Psychology
Valencia College
Financial Accounting
RBC Global Asset Management March 2011 - Present
Bank of New York Mellon Investment Services March 2004 - July 2010
BISYS Fund Services October 2003 - February 2004
Cirque du Soleil February 1999 - October 2003
Skills
Customer Service, Teamwork, Microsoft Office, Administration, Financial Analysis, Credit Risk, SAP, Performance Measurement, Portfolio Management, Securities, Mutual Funds
Education
British Columbia Institute of Technology
Finance
CSI Global Education, Inc
Canadian Securities Course
California University of Pennsylvania
Bachelor of Arts, Psychology
Valencia College
Financial Accounting
Katherine Lofton's BISYS Fund Services Experience June 2000 - April 2001
Job Supervisor of Branch Operations at Navy Federal Credit Union
Industry Banking
Experience
Navy Federal Credit Union September 2011 - Present
NGA Human Resources September 2010 - September 2011
Community First Credit Union December 2009 - September 2010
BB&T June 2006 - December 2009
Security Service Federal Credit Union September 2003 - June 2006
Seasongood Asset Management May 2001 - June 2003
BISYS Fund Services June 2000 - April 2001
Union Planters Bank March 1995 - May 2000
Skills
Banking, Compliance, Membership Growth, Job Coaching, Teller Operations, Operations Management, Auditing, PeopleSoft, Performance Management, Payroll, Time & Attendance, Cash Management, Master Scheduling, Business Planning, Event Planning, SAP, Cross Selling, TCR/TCD Operations
Education
Walden University 2011 — 2013
Master's Degree, Management
Columbia Southern University 2005 — 2007
Bachelor's of Science, Business Administration, Cum Laude
Northwood University 2002 — 2003
Associate's Degree, Business Management, Magna Cum Laude
Navy Federal Credit Union September 2011 - Present
NGA Human Resources September 2010 - September 2011
Community First Credit Union December 2009 - September 2010
BB&T June 2006 - December 2009
Security Service Federal Credit Union September 2003 - June 2006
Seasongood Asset Management May 2001 - June 2003
BISYS Fund Services June 2000 - April 2001
Union Planters Bank March 1995 - May 2000
Skills
Banking, Compliance, Membership Growth, Job Coaching, Teller Operations, Operations Management, Auditing, PeopleSoft, Performance Management, Payroll, Time & Attendance, Cash Management, Master Scheduling, Business Planning, Event Planning, SAP, Cross Selling, TCR/TCD Operations
Education
Walden University 2011 — 2013
Master's Degree, Management
Columbia Southern University 2005 — 2007
Bachelor's of Science, Business Administration, Cum Laude
Northwood University 2002 — 2003
Associate's Degree, Business Management, Magna Cum Laude
Lisa Ehring-Schanbacher's BISYS Fund Services Experience May 1991 - November 1994
Job Administrative Assistant at CenterSquare Investment Management (formerly Urdang)
Industry Real Estate
Experience
CenterSquare Investment Management (formerly Urdang) July 2008 - Present
CenterSquare Investment Management (formerly Urdang) July 2008 - Present
Weiss & Spirt, Attorneys at Law February 2004 - July 2008
Chowns Fabrications and Rigging, Inc March 2003 - February 2004
Fairhill Fabricators, Inc September 2000 - March 2003
Strategic Funding Source, Inc November 1994 - September 2000
BISYS Fund Services May 1991 - November 1994
Education
Albright College
Bachelor’s Degree, Organizational Behavior and Applied Psychology
CenterSquare Investment Management (formerly Urdang) July 2008 - Present
CenterSquare Investment Management (formerly Urdang) July 2008 - Present
Weiss & Spirt, Attorneys at Law February 2004 - July 2008
Chowns Fabrications and Rigging, Inc March 2003 - February 2004
Fairhill Fabricators, Inc September 2000 - March 2003
Strategic Funding Source, Inc November 1994 - September 2000
BISYS Fund Services May 1991 - November 1994
Education
Albright College
Bachelor’s Degree, Organizational Behavior and Applied Psychology