Experience
Nationwide Insurance  January 2014 - Present
Nationwide Insurance  September 2009 - January 2014
Nationwide Insurance  June 2006 - September 2009
BISYS Fund Services   May 2002 - June 2006

Skills
Process Engineering, Team Leadership, Financial Analysis, Requirements Gathering, Process Improvement, User Acceptance Testing, ITIL Certified, IT Strategy, ITIL, IT Service Management, Team Building, Management, Business Analysis, SDLC, IT Management, PMP, Visio, Requirements Analysis

Education
Heidelberg College   1998 — 2002
Bachelor of Science, Business Administration, Computer Information Systems

Experience
Huntington National Bank  May 2013 - Present
Global Notary and UST Global Signings   November 2012 - Present
Wendys International, Inc.   February 2009 - November 2012
Grange Insurance/and its subsidiary The Grange Bank   August 2001 - January 2009
BISYS Fund Services   1997 - August 2001
City of Columbus  January 1993 - 1996
BancOhio National Bank  1990 - 1993

Skills
Insurance, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Public Speaking, Research, Notary Public, Training, Process Improvement, Campaign Finance..., Customer Service, Human Resources, Coaching, Document Review, Legal Research, Westlaw, Leadership, Management, Project Management, Contract Management, Contract Negotiation, Corporate Law, Legal Assistance, Employment Law, Litigation Support, Risk Management, Legal Documents, Policy, Project Planning, Legal Compliance, Employee Relations, Document Drafting, Legal Writing, Litigation

Education
Mississippi University for Women   1988 — 1988
BA, Paralegal Studies

Youngstown State University   1982 — 1986
BA, Combined Social Sciences/Speech and Communications

Youngstown East High School

Experience
PMI Central Ohio Chapter  February 2015 - Present
Second Chance Counselling   2007 - Present
Smiths Medical  2006 - Present
BISYS Fund Services   January 2004 - 2006
Ajilon  January 2004 - 2006

Skills
SQL, Visual Basic, Microsoft Applications, Oracle, Microsoft SQL Server, Access, OBIEE, Dashboarding, Alignstar, Project Management, T-SQL, PL/SQL, VBA, Excel Programming, Microsoft Project, SharePoint, MS Project, Program Management, Process Improvement, Analysis, Visio, SSIS, Minitab, Six Sigma, Leadership, Business Intelligence, Management, Microsoft Excel, Software Documentation, SDLC, Software Project..., ERP, Business Process, Business Analysis, Requirements Analysis, Cross-functional Team..., Requirements Gathering, Data Warehousing, Integration, Databases, Vendor Management, ETL, Data Modeling, IT Strategy, Oracle E-Business Suite, Agile Methodologies, Consulting

Education
Keller Graduate School of Management of DeVry University   2012 — 2013
Master's degree, Project Management

Keller Graduate School of Management of DeVry University
Master's degree, Management Information Systems and Services

Michigan State University
Bachelor of Education (B.Ed.)

Experience
JPMorgan Chase & Co.   2015 - Present
JPMorgan Chase & Co.   2014 - 2015
Huntington National Bank  2011 - 2014
Baxter Healthcare  2009 - 2011
Hospira  2007 - 2009
Alliant Credit Union  2005 - 2007
BISYS Fund Services   2003 - 2005
BISYS Fund Services   2001 - 2003
Liebert Corporation  2000 - 2001
Bank One  1998 - 1999

Skills
Financial Modeling, Essbase, Financial Analysis, Financial Reporting, Financial Planning, Financial Forecasting, Corporate Finance, Finance, Team Leadership, Supervisory Skills, Staff Supervision, Supervisory Experience, Team Management, Creative Problem Solving, Problem Solving, Creative Solutions, Strategic Thinking, Monthly Close, Process Improvement, Microsoft Office, Microsoft Excel, Access, HFM, Hyperion, SAP, Sungard, Oracle, JD Edwards, Cognos, Business Objects, Business Analytics, Business Analysis, Accounting, Financial Accounting, Financial Statements, Managerial Finance, Project Finance, Business Strategy, Strategy, Strategic Planning, Banking, Retail Banking, Manufacturing..., Lean Management, Leadership, Project Management, Managing Meetings, Strategic Financial..., Financial Risk, Financial Services

Education
Northern Illinois University - College of Business
Master of Business Administration

The Ohio State University - The Max M. Fisher College of Business
Bachelor of Science in Business Administration, Finance

Experience
DST Customer Communications  November 2014 - Present
Boston Financial Data Services  February 2005 - October 2014
DST Systems  March 2000 - February 2005
BISYS Fund Services   March 1997 - December 1999
Vanguard  September 1990 - March 1997

Skills
Transfer Agency, Mutual Funds, Relationship Management, Process Improvement, Business Analysis, Fund Accounting, CRM, Leadership, Business Development, Financial Services, Management, Operations Management, Alternative Investments

Education
Wilmington University   1988 — 1990
MBA, Business

Mount St. Mary's University   1980 — 1984
MS, Business and Finance

Experience
AICPA Insurance Trust   February 2014 - Present
Penn Mutual  January 2009 - August 2013
Penn Mutual  January 2003 - January 2009
BISYS Fund Services   June 2000 - October 2001
Merrill Lynch  1995 - 2000
Preferred Benefits Corp / Merrill Lynch   May 1995 - August 1998

Skills
Pensions, Pension Administration, Qualified Domestic..., Nondiscrimination..., Simple IRA, SEP IRA, Keoghs, 401k Rollovers, Permanent Life Insurance, Universal Life, Whole Life, Variable Life, Variable Products, Series 6, Survivorship, Key Person Insurance, Term Life Insurance, Long Term Care Insurance, 403 b, Qualified Retirement..., Aspect ACD, Symon, NICE Call Recording, Call Quality, Life Insurance, 401k, Variable Annuities, Fixed Annuities, Mutual Funds, Retirement, Retirement Planning, Employee Benefits, Software Documentation, Series 63, Health Insurance, Financial Services, Underwriting

Education
Montgomery County Community College   2002 — 2004

Hatboro-Horsham Senior High

Experience
Citco Fund Services  August 2008 - Present
HSBC Securities  September 2006 - December 2007
BISYS Fund Services   June 2003 - September 2006
PFPC  2001 - 2003

Skills
Hedge Funds, Fund Administration, Fund Of Funds, Alternative Investments, Fund Accounting, Mutual Funds, Transfer Agency, Investor Relations, Asset Managment, Private Equity, Investments, Banking

Education
Heriot-Watt University   2007 — 2010
MBA, Business

University of Limerick
BS, Business

Experience
Grove City College  October 2014 - May 2015
Grove City College  August 2012 - May 2014
Grove City College  2012 - 2012
AAA NCNU Insurance Exchange  2011 - 2011
Veka Inc  2005 - 2010
Mellon Financial  2003 - 2005
Grant Street Group  2001 - 2003
BISYS Fund Services   1997 - 2000

Skills
Microsoft Excel, Microsoft Word, PowerPoint, Databases, Customer Service, Problem Solving, SAP, JD Edwards, Lifelong Learning, Work Autonomously, Oral & Written..., Tenacious Work Ethic, Analytical Skills, Highly self-motivated

Education
Grove City College   1993 — 1997
BS, Financial Management

Experience
BNY Mellon  April 2015 - Present
Citi  January 2014 - March 2015
Citi  January 2013 - December 2013
Citi  May 2010 - December 2012
Citi  April 2008 - May 2010
Citi Group, Fund Services   2007 - 2008
BISYS Fund Services   June 2006 - April 2007
REIS Inc, Operations & Sales Group   July 2005 - August 2005
Community Mercy Health Partners  January 2005 - May 2005
Transportation/ Motor pool office   August 2002 - May 2005

Skills
Accounting, Funding, Securities, Documentation, Valuation, Economics, Excel, Operations Management, Staff Development, Staff Management, Staff Supervision, Training Staff, Sungard, Multifonds, Pega, Eviews, GSM, Microsoft Excel, Employee Training, Mutual Funds, Fund Accounting, Investments, Fixed Income, Trading, Management, Mergers & Acquisitions

Education
Ohio University   2010 — 2011
Masters in Financial Economics, Accounting, Finance and Economics

Wittenberg University   2001 — 2005
Bachelor of Arts, Business Management/ Finance

S. Thomas Prep   1993 — 2000
High School

Experience
American Health Holding  April 2014 - Present
American Health Holding  June 2010 - April 2014
Red Capital Group  April 2006 - April 2010
Meeder Financial  October 2000 - March 2006
BISYS Fund Services   1996 - October 2000

Skills
SSRS, Microsoft SQL Server, Visual Basic, Crystal Reports, Visual Studio

Education
Miami University
Bachelor of Science, Finance

Experience
Defense Logistics Agency  October 2010 - Present
Defense Logistics Agency  February 2007 - September 2010
BISYS Fund Services   May 2004 - February 2007

Skills
SAP Business Warehouse, SAP BW, BEx Analyzer, BEx Reporting, Data Analysis, Reverse Auction, Government Contracting

Education
Indiana University Bloomington   2009 — 2011
Master of Business Administration (M.B.A.), Logistics, Materials, and Supply Chain Management

University of North Carolina at Chapel Hill   2009 — 2011
LOGTECH MBA Certificate in Global Supply Chain Leadership

Franklin University   2002 — 2004
Bachelor's Degree, Business Administration and Management, General, Magna Cum Laude

Experience
ALPS, A DST Company  2013 - Present
Fifth Third Asset Management  September 2001 - October 2012
BISYS Fund Services   1995 - 2001
Walmart  1993 - 1995

Skills
Mutual Funds, Asset Managment, Risk Management, Financial Services, Change Management, Cross-functional Team..., Business Relationship..., Third Party Vendor..., Fund Accounting, Fund Administration, Shareholder Services, Project Management, Acquisition Integration, Contract Negotiation, Resource Management, Transfer Agency, Operations Management, FINRA Series 6, 26, 63..., Product Management, Management, Leadership, Shareholder, Analysis, Relationship Management, Asset Management, Series 63, Business Strategy, Series 24, Separately Managed..., Investment Management, Series 6, Retirement Planning, Bonds, Financial Analysis

Education
Ohio University   1989 — 1993
Bachelor of Business Administration (B.B.A.), Finance and Health Care Management

Northeastern University   1988 — 1988

Bishop Rosecrans

Experience
Zacks Investment Management  January 2009 - Present
Fisher Investments  July 2007 - December 2008
Fifth Third Asset Management  February 2000 - June 2007
BISYS Fund Services   June 1998 - January 2000
BISYS Fund Services   July 1997 - January 2000

Skills
Series 7, Mutual Funds, Investments, Investment Management, Series 65, Insurance, Wealth Management, Asset Allocation, Securities, Retirement Planning, Investment Advisory, Series 6, Variable Annuities, Separately Managed..., Retirement, 401k, Investment Strategies, Series 24

Education
Penn State University   1985 — 1989
BS, Accounting: Finance, Economics emphasis

Penn State University
Bachelor's of science degree, Accounting and Finance

Experience
Centers for Disease Control and Prevention  October 2014 - Present
Battelle  May 2013 - October 2014
Medical Neurogenetics  September 2011 - May 2013
Medical Neurogenetics  March 2011 - September 2011
Vanderbilt University  August 2005 - September 2010
BISYS Fund Services   2001 - 2004

Skills
Chemistry, Analytical Chemistry, Molecular Biology, Computational Chemistry, Biotechnology, Bioinformatics, Nanotechnology, Next Generation..., Data Analysis, Biochemistry, DNA sequencing, Mass Spectrometry, HPLC, Cell Culture, NMR, PCR, Research

Education
Vanderbilt University   2005 — 2010
Ph.D., Chemistry

Lee University   2000 — 2005
B.S., Computer Information Systems

Lee University   2000 — 2005
B.S., Chemistry

Worthington Christian HS

Experience
marketink, inc.   October 1998 - Present
BISYS Fund Services   1991 - 1998
Great Western Investment Management   1985 - 1991
Great Western  1984 - 1991

Skills
Marketing Communications, Media Relations, Investments, Public Relations, Marketing, Marketing Strategy, Strategic Planning, Integrated Marketing, Mutual Funds, Advertising, Finance, Product Development, Public Speaking

Education
Universidad Complutense de Madrid   1973 — 1974

Mount Saint Mary's University
BA, Spanish Literature

University of Southern California
MA, Journalism

Experience
Schaeffer's Investment Research  October 2011 - Present
Schaeffer's Investment Research  November 2007 - October 2011
Schaeffer's Investment Research  December 2006 - November 2007
BISYS Fund Services   December 2004 - December 2006
J.P. Morgan   July 2004 - November 2004

Skills
Technical Analysis, Financial Markets, Options, Proprietary Trading, Derivatives, Volatility, Equities, Trading, Presenter, Education, Public Speaking, Portfolio Management, Bonds, Hedging, Finance, Stock Market, Hedge Funds, Options Strategies, Bloomberg, Investments

Education
Ohio Dominican University   2005 — 2006
Masters, Business Administration

Ohio Dominican University   2001 — 2005
Bachelors of Science, Finance

Westland High School   1997 — 2001
Diploma, High School

Experience
J.P. Morgan   August 2004 - Present
Banc One Investment Advisors  April 2000 - August 2004
Banc One Investment Advisors  January 1999 - April 2000
BISYS Fund Services   September 1997 - January 1999

Skills
•Microsoft Office..., •Factset Research..., •Barra Aegis Risk..., •Thomson One, •Bloomberg, •Longview Trading..., Series 65, Series 3

Education
Ohio University   1993 — 1997
Bachelor's Degree, Finance

CWHS

Experience
Keller Williams Consultants Realty  July 2015 - Present
Keller Williams Consultants Realty  March 2014 - Present
Central Ohio Living   November 2013 - Present
HMS Partners  June 1996 - April 1998
BISYS Fund Services   August 1992 - January 1996

Skills
Social Media, Mac, Social Media Marketing, Marketing, Branding, Real Estate, Real Estate Transactions, Home Staging, Graphic Design, Small Business, Advertising, Strategic Planning, First Time Home Buyers

Education
The Ohio State University   1987 — 1992
Bachelor of Science in Design - Visual, Interior and Product, Marketing, Graphic Design

Hondros College of Business   2013 — 2013
Real Estate

Experience
God Sent Christian Ministries   June 2001 - Present
Citi  2007 - 2009
Citi  2004 - 2007
BISYS Fund Services   2002 - 2004
BISYS Fund Services   2001 - 2002
BISYS Fund Services   2000 - 2001
BISYS Fund Services   1999 - 2000

Skills
Teaching, Public Speaking, Gospel, Church Events, Discipleship, Preaching, Biblical Studies, Youth Ministry, Pastoral Care, Theology, Pastoral Counseling, Leadership, Supervisory Skills, People Skills, Mentoring, Computers

Education
Ohio Christian University   2013 — 2015
Bachelor's of Arts, Leadership and Ministry

Ohio Christian University   2011 — 2013
Associate of Arts (A.A.), Church Ministry, 3.4 GPA

Experience
SolidCircle   December 2013 - Present
Reagan Marketing + Design  October 2010 - December 2013
Priority Health  May 2004 - October 2010
BISYS Fund Services   January 2000 - January 2002

Skills
Project Management, PowerPoint, English, Microsoft Word, Qualitative Research, OnBase, ECM, Business Analysis, Management, Marketing Communications, Social Media Marketing, Strategic Planning, Team Building

Education
Grand Valley State University

Experience
InvestTech Systems Consulting  September 2015 - Present
BNY Mellon  December 2014 - September 2015
CERES Group  July 2014 - December 2014
Wipro Technologies  June 2011 - 2014
Brown Brothers Harriman  August 2006 - May 2011
Bisys Hedge Fund Services  2003 - 2006
BISYS Fund Services   2004 - 2005
State Street  September 2003 - June 2004
State Street Bank  August 2001 - September 2002

Skills
Fund Accounting, Mutual Funds, Fixed Income, Equities, Bloomberg, Asset Managment, Derivatives, Securities, Corporate Actions, Hedge Funds, Business Analysis, Financial Services, Visio, Management Consulting, Middle Office, Vendor Management, Trading, Valuation, Finance, Analysis, Alternative Investments, Systems Analysis, Data Warehousing, Business Process..., Functional..., PMP, Bloomberg Terminal, Wealth Management, SQL, Business Requirements, User Acceptance Testing, SDLC, Requirements Gathering, Back Office, Requirements Analysis, Risk Management, Software Project..., Portfolio Management, Business Process, Trading Systems, Relationship Management, IT Strategy, Banking, Quality Center, Consulting, System Testing, DB2, Software Documentation, Information Technology, Asset Management

Education
Boston College High

New England College of Business and Finance
Accounting and Finance

Northeastern University

Experience
Broker/Dealer  February 2009 - Present
Independant Broker/Dealer   April 2007 - February 2009
BBVA Compass  May 2004 - April 2007
BISYS Fund Services   2001 - 2003

Skills
Investments, Series 63, Series 7, Retirement Planning, Securities, Wealth Management, Mutual Funds, Portfolio Management, Retirement, Asset Allocation, 401k, Financial Advisory, Financial Planning, Insurance, Investment Advisory

Education
Georgia Southern University   1992 — 1997
B.S. Sports Management

Experience
Emerson Network Power  March 2012 - Present
Virtually Amazing   May 2011 - February 2012
Independent Mystery Shopper   2004 - 2012
Prime Engineering & Architecture, Inc.   May 2006 - May 2011
Pension Resources LLC   March 2005 - May 2006
HARRINGTON ASSET MANAGEMENT   October 2004 - January 2005
OHIO BUILDER RESOURCES   December 2002 - June 2004
BISYS FUND SERVICES   May 1998 - November 2002
BISYS FUND SERVICES   November 1996 - April 1998

Skills
Notary Public, Business Analysis, Project Management, Strong Business Acumen, Excellent Communication..., Problem Solving, Executive Support, Scheduling, Travel, Project Planning, Cross-functional Team..., Strategic Planning, MS Project, Leadership, Project Coordination, Process Scheduler, System Administration, Software Documentation, Training, Analysis, Outlook, Time Management, Microsoft Office, Contract Management, Management, Administrative..., Proposal Writing, Office Management, Troubleshooting, Recruiting, Microsoft Word, Customer Service, Teamwork, Sales

Education
Ohio Dominican University   1994 — 2006
Bachelor of Science, Cross-Disciplinary (Business Administration

Emerson Finance Class

Experience
J.P. Morgan Asset Management   August 2011 - Present
J.P. Morgan Asset Management   October 2008 - August 2011
JPMorgan Chase  September 2005 - October 2008
BISYS Private Equity   March 2005 - September 2005
BISYS Fund Services   July 2001 - March 2005

Skills
Marketing Communications, Project Management, Vendor Relationship..., Interpersonal..., Microsoft Office, Microsoft Excel, Microsoft Word, Budget Management, Brochure Production, Collateral Production, Events Coordination, Print Management, Sales Support Tools, Marketing Management, Team Leadership

Education
Otterbein University   2007 — 2009
MBA

Ohio University   1997 — 2001
Finance

Experience
R.I.G.H.T. Real Initiatives Giving Help Today   September 2009 - Present
Managed Health Services  November 2007 - September 2008
BISYS Fund Services   2004 - 2005
BrightPoint  1999 - 2002

Skills
Coaching, Healthcare Management, Medicare, Public Speaking, Team Building, Strategic Planning, Program Management, Leadership Development, Healthcare, Human Resources, Staff Development, Event Planning, Government, Research, Training, Leadership, Management, Program Development

Education
Walden University
Masters, Healthcare Administration

Express Coaching
Certification, Coach Practitioner

Martin University
B.S., Business Administration

Experience
Huntington National Bank  May 2015 - Present
JPMorgan Chase  June 2013 - April 2015
JPMorgan Chase  February 2012 - May 2013
JPMorgan Chase  August 2007 - February 2012
JPMorgan Chase  August 2005 - July 2007
BISYS Fund Services   June 2001 - July 2005

Skills
Analytics, Microsoft Excel, Loans, Financial Services, Credit Risk, VBA, Credit, Due Diligence, Portfolio Management, Budgets, SAS, Statistical Modeling, Valuation, Predictive Modeling, Business Analysis, Financial Reporting, Financial Modeling, Segmentation, SAS programming, Banking, Fixed Income, Business Strategy, Financial Analysis, Credit Cards, Competitive Analysis, Database Marketing, Investments, Data Analysis, Basel II, Financial Risk, Strategic Planning, Credit Analysis, SQL, Mortgage Lending, Process Improvement, Capital Markets, Forecasting, Project Management, Data Mining, Mortgage Banking, Strategy, Risk Management, Marketing, Bloomberg, Market Risk, Insurance, Marketing Strategy, Business Objects, Finance, Analysis

Education
The Ohio State University   1998 — 2001
BS

College of Wooster   1996 — 1998

Central Catholic High School

Otterbein University
MBA

Experience
Wells Fargo Home Mortgage  September 2013 - Present
TEKsystems  October 2012 - August 2013
Ultimus Fund Solutions   November 2010 - August 2012
JP Morgan/Chase  April 2007 - October 2010
Integrated Fund Services   2001 - 2007
BISYS Fund Services   1999 - 2001

Skills
Requirements Gathering, Business Requirements, Business Analysis, Mutual Funds, Financial Services, Risk Management, Banking, SDLC, User Acceptance Testing, Vendor Management, Requirements Analysis, Portfolio Management, Process Improvement, Business Process..., Analysis, Investments, PMO, Visio, Business Process, SharePoint

Education
Iowa State University   1993 — 1998
Bachelor of Science, Economics

Iowa State University   1993 — 1998
Bachelor of Arts (BA), Political Science and Government

Experience
Citisoft  September 2013 - Present
Upper Arlington Music Academy   February 2001 - Present
Citi  March 2010 - August 2013
Citi  January 2007 - March 2010
BISYS Fund Services   May 2003 - June 2007
BISYS Fund Services   June 2000 - May 2003

Skills
Transfer Agency..., Financial Services..., Financial Services, Back Office, Middle Office, Project Management, Board of Directors..., Consulting, Vendor Management, CRM, Investments, Management, Teaching, Customer Service, Fixed Income, Strategic Planning, Process Improvement, Hedge Funds, Relationship Management, Mutual Funds, Series 7, Talent Management, Business Development, Alternative Investments, Operations Management, Series 63, Risk Management, Asset Management, Team Management, Business Analysis, Mergers & Acquisitions, New Business Development, Call Centers, Financial Analysis, Contract Negotiation, Securities, Wealth Management, Equities, Banking, Music, Portfolio Management

Education
Heidelberg University   1995 — 1999

Experience
Ultimus Fund Solutions, LLC  September 2015 - Present
Ultimus Fund Solutions, LLC  March 2014 - Present
Ultimus Fund Solutions, LLC  April 2012 - February 2014
Ultimus Fund Solutions, LLC  February 2005 - April 2012
Integrated Fund Services   June 2000 - February 2005
BISYS Fund Services   June 1997 - June 2000

Skills
Fund Accounting, Mutual Funds

Education
Xavier University   2003 — 2006
MBA

Miami University   1993 — 1997
B.S., Finance

Experience
Fiserv  June 2014 - Present
Huntington National Bank  March 2012 - June 2014
Citigroup  September 2010 - March 2012
Citi  March 2007 - September 2010
BISYS Fund Services   April 2006 - March 2007
BISYS Fund Services   March 2005 - April 2006

Skills
Banking, Business Analysis, Microsoft Word, Management, Account Reconciliation, Investments, Process Improvement, Mutual Funds, Financial Analysis, Microsoft Office, Coaching, Financial Risk, PowerPoint, Call Centers, Credit, Accounting, Analysis, Financial Services, Fund Accounting, Trading, Call Center, Portfolio Management, Outlook, Vendor Management, Risk Management, Loans, Securities, Customer Service, Leadership, Business Development, Microsoft Excel, Middle Office, Visio, Asset Management, Finance, Lotus Notes, Access

Education
Miami University   2000 — 2004
Bach, Speech Communications/Public Relations and Marketing

Experience
Allinaz   June 2014 - Present
Allianz  2007 - June 2014
BISYS Fund Services   1999 - 2007

Skills
Securities, Mutual Funds, Risk Management, Series 24, Series 7, Series 63, Financial Services, Asset Management, Investments, Equities, Alternative Investments, Financial Risk

Education
Heidelberg University   1987 — 1991

Experience
FocusCFO  August 2010 - Present
Huntington Investment Company  January 1997 - June 2008
BISYS Fund Services   August 1995 - October 1996

Education
Harding University   1986 — 1988

Greenwood Elementary / Lee's Summit High School

Experience
Covidien  January 2013 - Present
Covidien  June 2007 - Present
Tyco International  February 2005 - June 2007
Tyco International  July 2004 - February 2005
Riggs Bank  July 2003 - February 2004
BISYS Fund Services   July 2000 - May 2001

Skills
Stock Compensation, University Recruitment, University Relations, Employee Relations, Talent Acquisition, Human Resources, Recruiting, Employee Benefits, Customer Service, ISO 13485, Applicant Tracking..., Restricted Stock, PeopleSoft, Onboarding, Talent Management, Benefits Administration, College Recruiting, Workforce Planning, Deferred Compensation

Education
Howard University   2001 — 2004
MBA, Finance, HR

Southern Illinois University, Carbondale   1996 — 2000
Bachelor of Science (B.Sc.)

Experience
Ultimus Fund Solutions, LLC  July 2014 - Present
Citi Fund Services (formerly BISYS Fund Services)   2005 - April 2014
Citi  March 1993 - April 2014
BISYS  1994 - 2008
BISYS Fund Services   1993 - 2007
Bisys Fund Services/ The Winsbury Group   1994 - 2006
The BISYS Group Inc.  1996 - 2005

Skills
Financial Services, Relationship Management, Mutual Funds, Hedge Funds, Investments, Executive Management, Alternative Investments, Banking, Asset Managment, Fixed Income

Education
Ohio University   1988 — 1991
Bachelor of Business Administration (BBA), Finance

Fisher Catholic   1984 — 1988

Experience
Taylor Strategy Partners  February 2004 - Present
Worthington Industries  March 1999 - February 2004
BISYS Fund Services   June 1994 - March 1999

Education
Ohio University   1990 — 1994
BBA, Finance

Experience
Spectrum Group Management   May 2015 - Present
JPMorgan Chase  April 2009 - May 2015
GSC Group  November 2006 - September 2008
BISYS Fund Services   June 2005 - November 2006

Skills
Hedge Funds, Alternative Investments, Fixed Income, Equities, Valuation, Financial Modeling, Asset Managment, Private Equity, Investments, Financial Analysis, Securities, Financial Reporting

Education
Muhlenberg College   2001 — 2005
Bachelor's degree, Business Administration, Management and Operations

Experience
Willis  December 2012 - April 2014
Mercer  2006 - November 2012
Marsh USA  2001 - 2005
BISYS Fund Services   July 2000 - September 2001

Skills
Employee Benefits, Benefits Administration, Deferred Compensation, Workers Compensation, Employee Relations, HRIS, Human Resources, PeopleSoft, Employee Engagement, Performance Management, Insurance, Organizational..., Succession Planning, FMLA

Education
Ohio University   1996 — 2000
Bachelor of Business Administration (B.B.A.), Finance and Marketing

Ohio University   1996 — 2000
Business

Experience
College Liftoff   2011 - Present
Lee Hecht Harrison  2009 - Present
Inspiring Motherhood   2010 - 2012
Sequent, Inc.   2003 - 2008
BISYS Fund Services   1997 - 2001
KPMG  1995 - 1997
Worthington Industries  1993 - 1995

Skills
Recruiting, Career Counseling, Human Resources, Change Management, Higher Education, Work Life Balance, Personal Development, College Education..., Public Speaking, Talent Management, Community Outreach, Fundraising, Employee Engagement, Team Building, Training & Development, Event Planning, Marketing Communications, Writing, Certified DDI..., Leadership Development, Business Development, Community Relations, Consulting, Marketing

Education
Ohio University   1990 — 1994
Bachelor's Degree, Communication, Business Management

Experience
Foreside Fund Services, LLC   August 2007 - Present
BISYS Fund Services   September 2005 - August 2007
BISYS Fund Services   February 2000 - September 2005

Skills
Series 6, FINRA, Securities, Series 7, Mutual Funds, Risk Management, Financial Services, Retirement Planning, Uniform Combined State..., Financial Analysis, Wealth Management, Series 24, Investments, Securities Regulation, Series 63, Asset Allocation, Insurance, Fixed Annuities, Investment Management, Alternative Investments, Portfolio Management, Hedge Funds, AML, Retirement, Asset Management, ETFs, Fund Accounting, Separately Managed..., Investment Advisory, Equities, Banking

Education
Ohio Dominican University   1992 — 1996
Bachelor Of Arts, Business Administration

Experience
Neuberger Berman  May 2009 - Present
Lehman Brothers  November 2005 - May 2009
BISYS Fund Services   January 2005 - November 2005
Rothstein Kass  June 2004 - January 2005

Skills
Private Equity, Fund Accounting, Performance Analysis, Fund Administration, Alternative Investments, Fund Of Funds, Financial Reporting, Financial Analysis, Financial Modeling, Accounting, Fixed Income, Corporate Finance

Education
Penn State University   2000 — 2004
Bachelor of Science (BS), Accounting

Experience
Norwex  June 2013 - Present
gina marie photography   September 2010 - Present
US Bank  March 2006 - September 2009
BISYS Fund Services   March 2003 - November 2005
Associated Bank  May 2002 - December 2003

Skills
Customer Service, Portraits, Social Media, Public Speaking, Microsoft Office, Sales, Coaching, Strategic Planning, Retail, Social Media Marketing, Event Planning, Microsoft Excel, Marketing Strategy, Advertising, Fundraising

Education
Madison Area Technical College   1998 — 2001
Associate in Marketing, Marketing

Madison Area Technical College   1998 — 2001
Associate's degree, Marketing/Marketing Management, General

Experience
Lazard Asset Management LLC   April 2007 - Present
BISYS Fund Services   June 2006 - March 2007
DeLage Landen   June 2005 - January 2006

Skills
Financial Analysis, Hedge Funds, Mutual Funds, Alternative Investments, Accounting, Microsoft Excel, Financial Modeling, Asset Management, Equities, Management, Financial Services, Private Equity

Education
Penn State University   2002 — 2006
Accounting & International Business, Accounting, Entrepreneur, Business

Experience
OCLC  1997 - 2005
Bisys Fund Services   1995 - 1997
Household Bank  1991 - 1995

Education
Miami University   1983 — 1987
BA Business Administration, Finance

Experience
Citibank  September 2009 - Present
Fidelity Investments  November 2005 - September 2009
BISYS  1996 - 2005
Bisys Fund Services   1996 - 2005
BISYS Hedge Fund Services  2003 - 2004

Skills
Alternative Investments, Asset Management, Equities, Financial Services, Fixed Income, Fund Administration, Hedge Funds, Investments, Mutual Funds, Portfolio Management, Risk Management, Securities, Team Building, Vendor Management, Derivatives, Relationship Management, Business Analysis, Financial Analysis, Capital Markets, Management, Process Improvement, Bloomberg, Wealth Management, Leadership

Education
MidAmerica Nazarene University   1980 — 1984
BA, Accounting

Experience
Beacon Hill Fund Services, Inc.   March 2008 - Present
JPMorgan Asset Management  August 2004 - March 2008
Western & Southern Financial Group  February 2002 - June 2004
BISYS Fund Services   1999 - 2002

Education
Mount Vernon Nazarene University
Bachelors, Business Administration

Experience
Regions Financial Corporation  September 2013 - Present
Pioneer Investments  October 2005 - Present
AmSouth Funds   October 2000 - October 2005
BISYS Fund Services   January 1995 - October 2000

Skills
Series 7, Series 24, Series 66, Leadership, Sales Management, Wealth Management, Asset Allocation, Uniform Combined State..., Training, Management, Mutual Funds, Series 63, Separately Managed..., Sales, CRM, Recruiting

Education
Mercer University   1981 — 1985
BBA, Business

Cardinal Gibbons High School   1977 — 1981

Experience
Self - Employed  July 2008 - Present
J.P. Morgan Funds   July 1999 - July 2008
BISYS Fund Services   1990 - 1997
Bank One  July 1976 - July 1990

Education
Miami University   1967 — 1972
B.S.

Experience
OPERS  November 2013 - Present
Creative Financial Staffing (CFS)   March 2013 - November 2013
Huntington National Bank  September 2011 - September 2012
Ohio BWC  July 2010 - October 2010
JPMorgan Chase  December 2005 - March 2008
BISYS Fund Services   August 2001 - December 2005
Pension Administration & Consultants   August 2000 - February 2001

Skills
Financial Risk..., Cash Flow Analysis and..., Mutual Funds, Microsoft Office, Sunguard, Trustmark, Timberline Accounting, Payroll Taxes, Multi-state Payroll..., Construction Accounting, Bloomberg Terminal, Reuters, JP Morgan Access, Fidelity Advisor Channel, Bony-Mellon Workbench, Lotus Notes, Corporate Actions, Oracle, Job Costing, Restaurant Accounting, General Ledger, Finance, Financial Statements, Investments, Fund Accounting

Education
Keller Graduate School of Management of DeVry University   2008 — 2010
MAFM, Accounting and Financial Management

University of Maryland College Park
B.S., Finance

Experience
Abbott  November 2012 - Present
Abbott  January 2011 - October 2012
Abbott Nutrition  November 2008 - December 2010
Abbott  July 2008 - October 2008
Abbott  July 2006 - June 2008
BISYS Fund Services   June 2003 - June 2006

Skills
Forecasting, Financial Analysis, Variance Analysis, Financial Modeling, Financial Reporting, Sarbanes-Oxley Act, Strategic Financial..., SAP, Managerial Finance, Financial Forecasting, Finance, Consolidation, Budgets, Auditing

Education
Otterbein College   1999 — 2003
Bachelor of Science (B.S.), Finance and Economics

Experience
Oak Associates Funds   July 2014 - Present
PNC Capital Advisors, LLC  August 2006 - June 2014
Victory Capital Management  August 2005 - July 2006
Fairport Asset Management  April 1996 - August 2005
BISYS Fund Services   May 1993 - April 1996

Skills
Transfer Agency, Fund Administration, Mutual Funds, Asset Management, Financial Services, Fixed Income, Relationship Management, Equities, Alternative Investments, Securities

Education
Ohio University   1988 — 1992
BBA, International Business & Finance

Global Competitiveness Institute Summer Program on the campus of the University of Pecs, Hungary   1992 — 1992
International Business Study and Internship Program

Experience
New England Culinary Institute  October 2012 - Present
New England Culinary Institute  March 2010 - October 2012
Sofra Bakery   July 2008 - February 2010
Max's Ultimate   2009 - 2009
The Charles Hotel  January 2008 - July 2008
Woodhouse Chocolates   July 2006 - December 2007
Bouchon Bakery  February 2006 - September 2006
Columbia Management  2005 - 2005
Columbia Management  2003 - 2005
BISYS Fund Services   2002 - 2003

Skills
Recipes, Pastry, Baking, Bakery, Chef, Chocolate, Menu Development, Culinary Skills, Hospitality, Food & Beverage, Event Planning, Confectionery, Social Media, Cakes, Food, Nutrition, Restaurant Management

Education
New England Culinary Institute
Bachelor's degree, Hotel and Restaurant Management

Barry Callebaut Chocolate Academy   2013 — 2013
Certificate in Chocolate Technology

Culinary Institute of America
Certificate in Baking and Pastry

University of Vermont   1996 — 2000
Bachelor of Arts (B.A.), Psychology and Nutrition

Experience
Cochlear  December 2013 - Present
Richmond American Homes  May 2011 - November 2013
Deltak Innovation  July 2010 - October 2011
Ryder Truck Rental  November 2006 - January 2009
Ryder Transportation  2006 - 2009
BISYS Fund Services   November 2005 - November 2006

Skills
Email Marketing, Salesforce.com, Account Management, CRM, Marketing Strategy, Customer Service, Analytics, Mobile Marketing, Google Analytics, Social Media Marketing, Marketing, Sales

Education
Kent State University   2000 — 2005
Marketing, Marketing

Experience
Hospitality Phone Systems Inc   July 2010 - Present
BISYS Fund Services   2006 - 2007
Percipia  November 1998 - June 2005

Skills
Data Center, Disaster Recovery, IT Management, Network Design, Telecommunications, Vendor Management, VoIP, IP, Managed Services, Management, Network Security, Security, Servers, System Deployment, Telephony, Troubleshooting, VMware, Wireless

Education
Kaplan University
Associate of Arts and Sciences (AAS), Computer and Information Sciences, General

Experience
Calamos Investments  January 2004 - Present
BISYS Fund Services   1996 - 2003

Skills
Investments, Mutual Funds, Series 7, Hedge Funds, Asset Managment, Financial Reporting, Asset Management, Securities, Equities, Financial Analysis, Investment Management, Alternative Investments, Portfolio Management, Financial Services, Finance, Mergers & Acquisitions, Private Equity, Fixed Income, Due Diligence, Asset Allocation, Strategic Financial..., Investment Strategies

Education
The Ohio State University - The Max M. Fisher College of Business   2001 — 2002
Master of Business Administration (MBA)

Gujarat University   1983 — 1986
Bachelor of Laws (LL.B.)

Gujarat University   1980 — 1983
Bachelor of Commerce (B.Com.), Accounting

St. Xaviers Loyola Hall

Experience
Mechanics Bank  2014 - 2015
Farmers Citizens Bank  September 2007 - March 2014
Dixon, Davis, Bagent and Co.   January 2001 - September 2007
Heartland Bank  June 1997 - December 2000
BISYS Fund Services   February 1993 - May 1997
Bank One  October 1986 - February 1993

Education
Ohio Northern University   1974 — 1978
BA

Experience
Nativity Preparatory School of Wilmington  January 2013 - Present
Nativity Preparatory School of Wilmington  August 2012 - Present
Nativity Preparatory School of Wilmington  October 2009 - November 2012
Western Family YMCA  2004 - 2009
BISYS Fund Services   1997 - 1999
Vanguard  1984 - 1997

Skills
Volunteer Management, Nonprofits, Public Speaking, Community Outreach, Fundraising, Editing, Program Development, Non-profits, Staff Development, Teaching, Budgets, Grants, Event Planning, Project Management, Customer Service, Customer Retention, Organization Skills

Education
La Salle University   1979 — 1983
BS, Management/Personnel and Labor Relations

Experience
Not Permitted   May 2001 - Present
Nationwide Financial Services  2001 - Present
Nationwide Funds Group  2001 - Present
BISYS Fund Services   1996 - 2001
BISYS Fund Services   1996 - 2001
Atteboro Public Schools   1990 - 1996

Skills
mutual funds, Compliance, Asset Management, Investments, Series 7, Mutual Funds, Alternative Investments, Series 63, Financial Services, Portfolio Management, Securities, Investment Management, Investment Advisory, FINRA, Asset Allocation, Series 6, Retirement Planning, Equities, Retirement

Education
Penn State University   1972 — 1976
BS, Business Administration

Experience
FLSV   August 2009 - Present
Morgan Stanley Investment Management  May 2005 - August 2009
Dresdner Bank AG  October 2003 - May 2005
Geller Investment Partnership Services   2003 - 2004
BISYS Fund Services   June 2000 - October 2003

Education
Long Island University, C.W. Post Campus   1995 — 1996
MBA, Accounting

SUNY Stony Brook   1991 — 1995
BA, Economics

Experience
Comcast  March 2015 - April 2015
DePuySynthes  November 2014 - December 2014
Greene, Tweed & Co   January 2014 - August 2014
Federal Reserve Bank of Philadelphia  July 2013 - December 2013
Wawa, Inc.   November 2012 - February 2013
Montgomery County Economic and Workforce Development   May 2010 - April 2011
BLT Architects  September 2007 - October 2008
BISYS Fund Services   2001 - 2004
Merrill Lynch  1997 - 2001

Skills
Customer Relations, Customer Service, Analysis, Accounting, Accounts Payable, Supervisory Skills, SAP, Excel, Financial Reporting, Budgeting, Problem Solving, Strategic Planning, Preparation, Compliance, Word, Budgets, Microsoft Excel, Management, General Ledger, Payroll

Education
La Salle University   1977 — 1982
MBA, Accounting

Experience
Nationwide Insurance  July 1998 - Present
H&R Block  January 1987 - Present
BISYS Fund Services   2000 - 2001

Skills
Tax Return Preparation, Tax Preparation, Tax Accounting, Tax, Income Tax, Financial Reporting, Financial Statements, Forecasting, Payroll, Accounts Receivable, General Ledger, Bookkeeping, Account Reconciliation, Budgets, Corporate Tax, Payroll Taxes, Accounting, Sales, Customer Service

Education
Miami University   1980 — 1985
Bachelor of Science, Accountancy

Experience
John Wiese Ford   September 2011 - April 2014
Verizon Wireless  September 2004 - August 2011
BISYS Fund Services   May 1998 - June 2004

Skills
Microsoft Office, Telecommunications, Sales, Project Management, Team Leadership, Process Improvement, Forecasting, Financial Analysis, Account Management, Strategic Planning

Education
Minnesota State University, Moorhead   1995 — 1998
Bachelor of Science (BS), Management

Experience
PIMCO  December 2012 - Present
BlackRock, Inc.   May 2006 - December 2012
Barclays Global Investors  May 2006 - December 2009
BISYS Fund Services   April 1999 - May 2006
Loomis, Sayles & Company   March 1997 - April 1999
Fidelity Investments  March 1995 - March 1997
Scudder Investments  September 1990 - March 1995
Durgan Group Travle/Crimson Travel   1990 - 1991

Skills
FINRA, Mutual Funds, AML, Securities, Hedge Funds, Alternative Investments, Asset Managment, Securities Regulation, SEC, Equities, Series 7, Investment Advisory, Series 24, Fixed Income, ETFs, Asset Management, Derivatives, Financial Regulation, Financial Risk, Financial Services, Investment Banking, Investment Management, Investments, Mergers, Operational Risk..., Portfolio Management, Risk Management, Series 63, Trading

Education
Suffolk University - Sawyer School of Management   1992 — 1996
Management

Massachusetts College of Liberal Arts   1986 — 1990
Bachelor of Arts, English/Public Relations

Morrison School

Experience
American Electric Power  June 2002 - Present
Foresight Corporation  September 2000 - June 2002
Symix (currently Infor)   June 1998 - July 2000
BISYS Fund Services   July 1997 - June 1998
Electronic Data Systems (currently Hewlett-Packard)   November 1994 - July 1997

Skills
Java, Websphere, Weblogic, NetBeans, Website Development, Web Services, Web Applications, C#, .NET, webMethods, Agile Methodologies, Oracle SQL, Microsoft SQL Server, DB2, Integration, B2B, ASP.NET, C++, Unix, PL/SQL, VB.NET

Education
Kent State University   1980 — 1985

Experience
Citi  2005 - Present
BISYS Fund Services   2003 - 2005
BISYS Fund Services   1999 - 2003

Skills
Communication Skills, Presentations, Problem Solving, Product Management, Training, Relationship Management, Management, Mutual Funds, Analysis, Leadership, Banking, Business Analysis, Call Centers, Asset Management, Financial Services, Leadership Technique, Recruiting, Risk Management, Toastmasters, Vendor Management

Education
Ohio University   1987 — 1991
Bachelor's degree, Communication

Experience
Professional Capital Services  December 2005 - Present
BISYS Fund Services   February 2000 - December 2005
Merrill Lynch  January 1998 - February 2000

Skills
Microsoft Excel, 401k, Finance, ETFs, Investments, Dedication to work, Teamwork, HTML scripting, WordPress, Microsoft Word, SQL, Analysis

Education
La Salle University   1991 — 1995
Bachelor of Arts in Communications, Public Relations, Advertising, and Applied Communication

Experience
The Ohio State University Wexner Medical Center  2002 - 2013
BISYS Fund Services   January 1999 - June 2004

Skills
Healthcare, Medical Records, Patient Advocacy, Clinical Research, Revenue Cycle, Business Strategy, Business Analysis, Banking, Mutual Funds, Fixed Income, Microsoft Excel, Finance, Educational Fundraising, Pharmaceutical Industry, Sales Management

Education
The Ohio State University   2009 — 2013
Bachelor of Science (BS), Health/Health Care Administration/Management

The Ohio State University   2008 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General

Ohio University   1993 — 1997
Bachelor's degree, Elementary Education and Teaching