BISYS Fund Services
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BISYS Fund Services Employees
Employee
Years
Job
Industry
Yokathelin Pimentel Yokathelin Pimentel's BISYS Fund Services Experience 2005 - 2006
Job Hedge Fund Accountant at Citco Fund Services
Industry Financial Services
Experience
Citco Fund Services October 2006 - Present
BISYS Fund Services 2005 - 2006
State Street 2004 - 2005
INROADS 2003 - 2004
Skills
Alternative Investments, Bloomberg, Fund Accounting, Fund Administration, Fund Of Funds, Hedge Funds, Bloomberg Terminal, Equities, Back Office, Hedge Accounting, Financial Reporting, Bonds
Education
Regis College 2000 — 2004
Bachelor of Arts (B.A.), Economics and Communications
Citco Fund Services October 2006 - Present
BISYS Fund Services 2005 - 2006
State Street 2004 - 2005
INROADS 2003 - 2004
Skills
Alternative Investments, Bloomberg, Fund Accounting, Fund Administration, Fund Of Funds, Hedge Funds, Bloomberg Terminal, Equities, Back Office, Hedge Accounting, Financial Reporting, Bonds
Education
Regis College 2000 — 2004
Bachelor of Arts (B.A.), Economics and Communications
Owen Meacham Owen Meacham's BISYS Fund Services Experience January 2002 - November 2003
Job SVP/Managing Attorney at Northern Trust
Industry Investment Management
Experience
Northern Trust September 2007 - Present
ABN AMRO April 2005 - September 2007
Deutsche Asset Management 2003 - 2004
BISYS Fund Services January 2002 - November 2003
Fidelity Investments June 1999 - January 2002
Skills
Mutual Funds, 1940 Act, Securities Regulation, Asset Management, Regulatory Compliance, Securities, Product Development, Equities, Investments, Financial Services, Due Diligence, Sales, Budget Management, RFP, ERISA, Contract Negotiation, Sarbanes-Oxley Act, Board Governance, Proxy Statements, Hedge Funds, Asset Managment
Education
Suffolk University Law School 1995 — 1998
Doctor of Law (JD)
Providence College 1989 — 1993
B.S., Business Administration
Northern Trust September 2007 - Present
ABN AMRO April 2005 - September 2007
Deutsche Asset Management 2003 - 2004
BISYS Fund Services January 2002 - November 2003
Fidelity Investments June 1999 - January 2002
Skills
Mutual Funds, 1940 Act, Securities Regulation, Asset Management, Regulatory Compliance, Securities, Product Development, Equities, Investments, Financial Services, Due Diligence, Sales, Budget Management, RFP, ERISA, Contract Negotiation, Sarbanes-Oxley Act, Board Governance, Proxy Statements, Hedge Funds, Asset Managment
Education
Suffolk University Law School 1995 — 1998
Doctor of Law (JD)
Providence College 1989 — 1993
B.S., Business Administration
Christine Benadum, CMP Christine Benadum, CMP's BISYS Fund Services Experience 1988 - 1991
Job Manager of Special Events at Fisher College of Business at The Ohio State University
Industry Events Services
Experience
The Fisher College of Business at The Ohio State University July 2013 - Present
The Fisher College of Business at The Ohio State University 2012 - July 2013
Sarnova 2009 - 2012
Benadum Meeting & Event Services 2004 - 2009
Financial Planning Association 2004 - 2009
Ohio Chapter, American College of Emergency Physicians 2003 - 2004
ADT Security Services 1991 - 2003
BISYS Fund Services 1988 - 1991
The Columbus Foundation 1986 - 1988
Skills
Event Planning, Budget Process, Association Management, Meeting Management, Event Management, Conference Management, Membership Management, Office Management, Special Events, Vendor Relations, Sponsorship Development, Program Development, Website Management, General Business..., Executive Support, Continuing Education, Microsoft Office, Management, Sponsorship, Program Management, Meeting Planning, Sales, Marketing, Team Building, Strategy, Leadership, Strategic Planning
Education
The Ohio State University
Bachelor of Arts (BA)
The Fisher College of Business at The Ohio State University July 2013 - Present
The Fisher College of Business at The Ohio State University 2012 - July 2013
Sarnova 2009 - 2012
Benadum Meeting & Event Services 2004 - 2009
Financial Planning Association 2004 - 2009
Ohio Chapter, American College of Emergency Physicians 2003 - 2004
ADT Security Services 1991 - 2003
BISYS Fund Services 1988 - 1991
The Columbus Foundation 1986 - 1988
Skills
Event Planning, Budget Process, Association Management, Meeting Management, Event Management, Conference Management, Membership Management, Office Management, Special Events, Vendor Relations, Sponsorship Development, Program Development, Website Management, General Business..., Executive Support, Continuing Education, Microsoft Office, Management, Sponsorship, Program Management, Meeting Planning, Sales, Marketing, Team Building, Strategy, Leadership, Strategic Planning
Education
The Ohio State University
Bachelor of Arts (BA)
Antonella Thompson Antonella Thompson's BISYS Fund Services Experience December 2004 - July 2007
Job Concur Support Specialist at Realogy Holdings Corp.
Industry Financial Services
Experience
Realogy Holdings Corp. February 2015 - Present
Citi August 2007 - March 2013
BISYS Fund Services December 2004 - July 2007
Rothstein Kass June 2001 - November 2004
ETA Management April 1999 - May 2001
Skills
Accounts Payable, Facilities Management, Managerial Experience, Management, Staff development and..., Meeting and event..., Spreadsheets, Database creations, Inventory Management, Oracle, Microsoft Excel, Microsoft Publisher, Microsoft Word, SharePoint, Concur, Securities, Procure-to-Pay, Financial Services, Finance, Auditing, Credit, Portfolio Management, Accounting, Hedge Funds, Fund Accounting, Customer Service, Invoicing, Analysis, Alternative Investments, Asset Management, Investments, Mutual Funds, Fixed Income
Education
State University of New York College at Oneonta 1992 — 1994
Bachelor of Arts, Psychology
Suffolk County Community College 1989 — 1991
Associates of Arts, Liberal Arts
Realogy Holdings Corp. February 2015 - Present
Citi August 2007 - March 2013
BISYS Fund Services December 2004 - July 2007
Rothstein Kass June 2001 - November 2004
ETA Management April 1999 - May 2001
Skills
Accounts Payable, Facilities Management, Managerial Experience, Management, Staff development and..., Meeting and event..., Spreadsheets, Database creations, Inventory Management, Oracle, Microsoft Excel, Microsoft Publisher, Microsoft Word, SharePoint, Concur, Securities, Procure-to-Pay, Financial Services, Finance, Auditing, Credit, Portfolio Management, Accounting, Hedge Funds, Fund Accounting, Customer Service, Invoicing, Analysis, Alternative Investments, Asset Management, Investments, Mutual Funds, Fixed Income
Education
State University of New York College at Oneonta 1992 — 1994
Bachelor of Arts, Psychology
Suffolk County Community College 1989 — 1991
Associates of Arts, Liberal Arts
Lisa Justus Lisa Justus's BISYS Fund Services Experience September 1995 - March 1998
Job CFO at Hahn Loeser + Parks
Industry Accounting
Experience
Hahn Loeser + Parks December 2005 - Present
JPMorgan Chase January 2005 - December 2005
NBBJ April 2000 - December 2004
Nationwide Financial March 1998 - April 2000
BISYS Fund Services September 1995 - March 1998
Ernst & Young October 1993 - April 1995
Skills
Accounting, Financial Reporting, Finance, Financial Analysis, Strategic Planning, Financial Accounting, Internal Controls
Education
The Ohio State University 1989 — 1993
BS, Accounting
University of Pittsburgh - Semester at Sea 1990 — 1990
Hahn Loeser + Parks December 2005 - Present
JPMorgan Chase January 2005 - December 2005
NBBJ April 2000 - December 2004
Nationwide Financial March 1998 - April 2000
BISYS Fund Services September 1995 - March 1998
Ernst & Young October 1993 - April 1995
Skills
Accounting, Financial Reporting, Finance, Financial Analysis, Strategic Planning, Financial Accounting, Internal Controls
Education
The Ohio State University 1989 — 1993
BS, Accounting
University of Pittsburgh - Semester at Sea 1990 — 1990
Bryan Pfile Bryan Pfile's BISYS Fund Services Experience 1991 - 2007
Job IT Project Manager and Consultant with strong Finance background
Industry Information Technology and Services
Experience
Pfile Consulting 2013 - Present
Ascensus 2012 - 2012
Crump Insurance 2008 - 2012
Citi 2007 - 2008
BISYS Fund Services 1991 - 2007
Skills
Finance, Financial Services, Financial Analysis, Business Analysis, Process Improvement, Risk Management, Insurance, Vendor Management, Strategic Financial..., Financial Reporting, Analysis, Asset Management, Banking, Access, Accounting, Mergers & Acquisitions, Disaster Recovery, Internal Controls, Project Management, IT Strategy, IT Management, IT Solutions, ERP Implementations, ERP, Business Process, Business Intelligence, Business Process..., Invoicing, Accounts Receivable
Education
Texas A&M University 1983 — 1987
Bachelor of Business Administration (BBA), Finance, General
Pfile Consulting 2013 - Present
Ascensus 2012 - 2012
Crump Insurance 2008 - 2012
Citi 2007 - 2008
BISYS Fund Services 1991 - 2007
Skills
Finance, Financial Services, Financial Analysis, Business Analysis, Process Improvement, Risk Management, Insurance, Vendor Management, Strategic Financial..., Financial Reporting, Analysis, Asset Management, Banking, Access, Accounting, Mergers & Acquisitions, Disaster Recovery, Internal Controls, Project Management, IT Strategy, IT Management, IT Solutions, ERP Implementations, ERP, Business Process, Business Intelligence, Business Process..., Invoicing, Accounts Receivable
Education
Texas A&M University 1983 — 1987
Bachelor of Business Administration (BBA), Finance, General
Heidi Dresbach, CMFC Heidi Dresbach, CMFC's BISYS Fund Services Experience February 1993 - October 1997
Job at
Industry Financial Services
Experience
Schwab Institutional December 2010 - Present
Principal Financial Group December 2006 - August 2010
MassMutual Financial Group May 2005 - December 2006
Essex 2004 - 2005
Enterprise Capital 1997 - 2003
BISYS Fund Services February 1993 - October 1997
Daymon Credit Union 1992 - 1993
Education
University of Dayton 1988 — 1992
Bachelors of Science, Finance/Economics
Franklin Monroe
Schwab Institutional December 2010 - Present
Principal Financial Group December 2006 - August 2010
MassMutual Financial Group May 2005 - December 2006
Essex 2004 - 2005
Enterprise Capital 1997 - 2003
BISYS Fund Services February 1993 - October 1997
Daymon Credit Union 1992 - 1993
Education
University of Dayton 1988 — 1992
Bachelors of Science, Finance/Economics
Franklin Monroe
Montana Payne Montana Payne's BISYS Fund Services Experience March 1998 - March 2000
Job Software Engineer at Sierra Data Systems
Industry Renewables & Environment
Experience
Sierra Data Systems April 2015 - Present
JLM Energy, Inc. March 2013 - March 2015
Percepticon Corporation 2010 - March 2013
Percepticon Corporation 2008 - 2010
Percepticon Corporation 2006 - 2008
Human Resource MicroSystems 2001 - 2002
QuadraMed 2000 - 2001
BISYS Fund Services March 1998 - March 2000
Skills
YAML, Mobile Applications, I18n, Information Architecture, Design Management, Python, CSS, Javascript, Jquery, jQuery Mobile, jQuery UI, Ruby, PHP, PostgreSQL, Microsoft SQL Server, ASP.NET, C#, Java, Minecraft, Bass Guitar, Sandwiches, Animation, Illustration, Adobe Creative Suite, Linux System..., Unix Shell Scripting, NT Shell Scripting, Database Architecture, Objective-C, MySQL, MongoDB, Japanese, JavaScript, User Experience, HTML, Project Management, Coding Theory, Coding Standards, Coding Practices, jQuery, Advanced CSS, WordPress, Data Architecture, Facebook API, User Interface Design, Web Applications, Mobile Internet, HTML 5, Apache, Web Development
Education
Rio Hondo College 1995 — 1999
Commercial and Advertising Art
Sierra Data Systems April 2015 - Present
JLM Energy, Inc. March 2013 - March 2015
Percepticon Corporation 2010 - March 2013
Percepticon Corporation 2008 - 2010
Percepticon Corporation 2006 - 2008
Human Resource MicroSystems 2001 - 2002
QuadraMed 2000 - 2001
BISYS Fund Services March 1998 - March 2000
Skills
YAML, Mobile Applications, I18n, Information Architecture, Design Management, Python, CSS, Javascript, Jquery, jQuery Mobile, jQuery UI, Ruby, PHP, PostgreSQL, Microsoft SQL Server, ASP.NET, C#, Java, Minecraft, Bass Guitar, Sandwiches, Animation, Illustration, Adobe Creative Suite, Linux System..., Unix Shell Scripting, NT Shell Scripting, Database Architecture, Objective-C, MySQL, MongoDB, Japanese, JavaScript, User Experience, HTML, Project Management, Coding Theory, Coding Standards, Coding Practices, jQuery, Advanced CSS, WordPress, Data Architecture, Facebook API, User Interface Design, Web Applications, Mobile Internet, HTML 5, Apache, Web Development
Education
Rio Hondo College 1995 — 1999
Commercial and Advertising Art
Amar Contractor's BISYS Fund Services Experience September 2005 - August 2006
Job Developer at RSquared Services and Solutions
Industry Information Technology and Services
Experience
R-Squared Services and Solutions March 2011 - August 2014
Goosie Cards November 2008 - January 2011
Freelance C# Developer November 2006 - September 2008
BISYS Fund Services September 2005 - August 2006
Skills
Microsoft SQL Server, ASP.NET, C#, AJAX, HTML, CSS, JavaScript, WinForms, Visual Studio, SharePoint Services 3.0, Visual C#, ASP.NET MVC, SQL Server Management..., Web Services, WCF
Education
Rutgers University-New Brunswick 2003 — 2005
BS, Computer Science
Rutgers, The State University of New Jersey-New Brunswick 1996 — 2000
BA, Political Science
Set Focus 2005 — 2005
Certificate C# .Net
R-Squared Services and Solutions March 2011 - August 2014
Goosie Cards November 2008 - January 2011
Freelance C# Developer November 2006 - September 2008
BISYS Fund Services September 2005 - August 2006
Skills
Microsoft SQL Server, ASP.NET, C#, AJAX, HTML, CSS, JavaScript, WinForms, Visual Studio, SharePoint Services 3.0, Visual C#, ASP.NET MVC, SQL Server Management..., Web Services, WCF
Education
Rutgers University-New Brunswick 2003 — 2005
BS, Computer Science
Rutgers, The State University of New Jersey-New Brunswick 1996 — 2000
BA, Political Science
Set Focus 2005 — 2005
Certificate C# .Net
Ronald Brooks Ronald Brooks's BISYS Fund Services Experience September 2006 - September 2008
Job Sr. Analyst, Tax
Industry Insurance
Experience
Nationwide Insurance July 2013 - Present
Citigroup September 2008 - July 2013
BISYS Fund Services September 2006 - September 2008
Skills
Fund Accounting, Mutual Funds, Bloomberg, Hedge Funds, Corporate Actions, Swaps, Securities, Account Reconciliation, Equities, Financial Analysis, Alternative Investments, Financial Reporting, Fixed Income, Financial Statements, Derivatives, Cash Management, Financial Modeling, Accounting, Financial Planners, Valuation, Tax, Auditing, Finance, Investments, Banking, General Ledger, Financial Services, PeopleSoft, Corporate Finance
Education
The Ohio State University 2001 — 2005
Bachelor of Science (BS), Consumer and Family Financial Services
Nationwide Insurance July 2013 - Present
Citigroup September 2008 - July 2013
BISYS Fund Services September 2006 - September 2008
Skills
Fund Accounting, Mutual Funds, Bloomberg, Hedge Funds, Corporate Actions, Swaps, Securities, Account Reconciliation, Equities, Financial Analysis, Alternative Investments, Financial Reporting, Fixed Income, Financial Statements, Derivatives, Cash Management, Financial Modeling, Accounting, Financial Planners, Valuation, Tax, Auditing, Finance, Investments, Banking, General Ledger, Financial Services, PeopleSoft, Corporate Finance
Education
The Ohio State University 2001 — 2005
Bachelor of Science (BS), Consumer and Family Financial Services
Brian Steinke Brian Steinke's BISYS Fund Services Experience September 1998 - October 2000
Job Product manager |Market research |Project Management
Industry Health, Wellness and Fitness
Experience
Cardinal Health October 2007 - August 2014
Cardinal Health February 2006 - September 2007
Cardinal Health March 2003 - February 2006
Limited Brands October 2000 - March 2003
BISYS Fund Services September 1998 - October 2000
Skills
Product Management, Market Research, Product Development, Project Management, Brand Management, Marketing, Relationship Building, Supplier Management, Business Acumen, Business Analysis, Pricing, Analysis, Business Development, Budgets, Inventory Management, Contract Management, Acquisitions, Financial Statements, Supplier Negotiation, Contract Negotiation, Financial Forecasting
Education
The Ohio State University - The Max M. Fisher College of Business 1992 — 1997
Bachelor of Science in Business Administration (BS), Finance, General
Cardinal Health October 2007 - August 2014
Cardinal Health February 2006 - September 2007
Cardinal Health March 2003 - February 2006
Limited Brands October 2000 - March 2003
BISYS Fund Services September 1998 - October 2000
Skills
Product Management, Market Research, Product Development, Project Management, Brand Management, Marketing, Relationship Building, Supplier Management, Business Acumen, Business Analysis, Pricing, Analysis, Business Development, Budgets, Inventory Management, Contract Management, Acquisitions, Financial Statements, Supplier Negotiation, Contract Negotiation, Financial Forecasting
Education
The Ohio State University - The Max M. Fisher College of Business 1992 — 1997
Bachelor of Science in Business Administration (BS), Finance, General
Josh Zerkle Josh Zerkle's BISYS Fund Services Experience July 2003 - June 2005
Job Sportswriter, Producer, Analyst, Radio Host
Industry Writing and Editing
Experience
Kickoff Express August 2015 - Present
Forbes July 2015 - Present
Bleacher Report August 2011 - May 2015
UPROXX Media June 2006 - July 2011
TALX Corp. October 2005 - April 2008
BISYS Fund Services July 2003 - June 2005
Skills
HTML, Microsoft Office, Social Media, Research, Social Networking, Project Management, Public Speaking, Wordpress, Editing, Statistics, Management, Sony Vegas, Premiere Elements, WordPress, Journalism, Blogging, Sales, Social Media Marketing, Sports, Facebook, New Media, SEO, Digital Media, Creative Writing, Public Relations, Content Management, Online Marketing
Education
The Ohio State University 2001 — 2003
Bachelor of Arts, Economics
Kickoff Express August 2015 - Present
Forbes July 2015 - Present
Bleacher Report August 2011 - May 2015
UPROXX Media June 2006 - July 2011
TALX Corp. October 2005 - April 2008
BISYS Fund Services July 2003 - June 2005
Skills
HTML, Microsoft Office, Social Media, Research, Social Networking, Project Management, Public Speaking, Wordpress, Editing, Statistics, Management, Sony Vegas, Premiere Elements, WordPress, Journalism, Blogging, Sales, Social Media Marketing, Sports, Facebook, New Media, SEO, Digital Media, Creative Writing, Public Relations, Content Management, Online Marketing
Education
The Ohio State University 2001 — 2003
Bachelor of Arts, Economics
Daniel Barakat's BISYS Fund Services Experience 2002 - 2005
Job VP of Finance at e.ventures
Industry Investment Management
Experience
e.ventures March 2015 - Present
Fisher Lynch Capital June 2013 - March 2015
Kayne Anderson Capital Advisors 2006 - 2013
BISYS Fund Services 2002 - 2005
PricewaterhouseCoopers Limited 2000 - 2001
BDO Canada 1999 - 2000
Lohn Caulder LLP 1997 - 1999
Skills
CPA, Financial Analysis, Financial Modeling, Accounting, Hedge Funds, Private Equity, Partnership Accounting, Valuation, Alternative Investments, Corporate Finance, Investment Management, Investments, SEC filings, Qualified Chartered..., Tax, Real Estate Private..., Operational Due..., Venture Capital, Big 4
Education
The University of British Columbia
Bachelor of Arts (B.A.), Economics
e.ventures March 2015 - Present
Fisher Lynch Capital June 2013 - March 2015
Kayne Anderson Capital Advisors 2006 - 2013
BISYS Fund Services 2002 - 2005
PricewaterhouseCoopers Limited 2000 - 2001
BDO Canada 1999 - 2000
Lohn Caulder LLP 1997 - 1999
Skills
CPA, Financial Analysis, Financial Modeling, Accounting, Hedge Funds, Private Equity, Partnership Accounting, Valuation, Alternative Investments, Corporate Finance, Investment Management, Investments, SEC filings, Qualified Chartered..., Tax, Real Estate Private..., Operational Due..., Venture Capital, Big 4
Education
The University of British Columbia
Bachelor of Arts (B.A.), Economics
Alexandria Caravetta Alexandria Caravetta's BISYS Fund Services Experience March 1998 - April 2002
Job Vice President at Citi Private Equity Services
Industry Financial Services
Experience
Citi February 2015 - Present
Huntington Asset Services March 2012 - February 2015
JP Morgan Chase July 2008 - January 2012
Huntington National Bank January 2005 - July 2008
Ohio Police and Fire Pension Fund April 2002 - January 2005
BISYS Fund Services March 1998 - April 2002
Banc One Securities Corporation February 1996 - September 1998
Skills
Global Custody, Risk Management, Compliance, Mutual Funds, Process Improvement, Coaching, Investment Management, Business Analysis, Portfolio Management, Financial Services, Capital Markets, Relationship Management, Alternative Investments, Fund Accounting, Banking, Trading, Financial Risk
Education
The Ohio State University 1990 — 1995
The College Arts and Science, Psychology
Citi February 2015 - Present
Huntington Asset Services March 2012 - February 2015
JP Morgan Chase July 2008 - January 2012
Huntington National Bank January 2005 - July 2008
Ohio Police and Fire Pension Fund April 2002 - January 2005
BISYS Fund Services March 1998 - April 2002
Banc One Securities Corporation February 1996 - September 1998
Skills
Global Custody, Risk Management, Compliance, Mutual Funds, Process Improvement, Coaching, Investment Management, Business Analysis, Portfolio Management, Financial Services, Capital Markets, Relationship Management, Alternative Investments, Fund Accounting, Banking, Trading, Financial Risk
Education
The Ohio State University 1990 — 1995
The College Arts and Science, Psychology
Larry Watson Larry Watson's BISYS Fund Services Experience 2000 - May 2007
Job SVP, Head of Service Delivery, Fund Services & Custody, USA
Industry Financial Services
Experience
HSBC Securities Services September 2011 - Present
HSBC Ireland June 2007 - December 2010
BISYS Fund Services 2000 - May 2007
PNC International 1997 - 2000
Skills
Mutual Funds, People Management, Transfer Agency, Fund Accounting, Global Custody, Hedge Funds, Fund Of Funds
Education
University College Dublin 1992 — 1996
BBLS, Commerce and Law
HSBC Securities Services September 2011 - Present
HSBC Ireland June 2007 - December 2010
BISYS Fund Services 2000 - May 2007
PNC International 1997 - 2000
Skills
Mutual Funds, People Management, Transfer Agency, Fund Accounting, Global Custody, Hedge Funds, Fund Of Funds
Education
University College Dublin 1992 — 1996
BBLS, Commerce and Law
Dustin Jerwers Dustin Jerwers's BISYS Fund Services Experience August 2003 - July 2004
Job Sr Accountant at 21st Century Oncology
Industry Accounting
Experience
21st Century Oncology January 2012 - Present
LW Marketing & Consulting October 2011 - January 2012
Cardinal Health October 2007 - July 2011
Lennar August 2006 - September 2007
Stroemer Tuscan & Co., P.A. September 2004 - August 2006
BISYS Fund Services August 2003 - July 2004
Skills
Financial Analysis, GAAP, Sarbanes-Oxley Act, Financial Statements, General Ledger, Variance Analysis, Finance, Microsoft Excel
Education
The Ohio State University 2001 — 2003
Bachelor of Business Administration, Finance
Columbus State Community College 1998 — 2000
Associate of Applied Science, Sports Management
21st Century Oncology January 2012 - Present
LW Marketing & Consulting October 2011 - January 2012
Cardinal Health October 2007 - July 2011
Lennar August 2006 - September 2007
Stroemer Tuscan & Co., P.A. September 2004 - August 2006
BISYS Fund Services August 2003 - July 2004
Skills
Financial Analysis, GAAP, Sarbanes-Oxley Act, Financial Statements, General Ledger, Variance Analysis, Finance, Microsoft Excel
Education
The Ohio State University 2001 — 2003
Bachelor of Business Administration, Finance
Columbus State Community College 1998 — 2000
Associate of Applied Science, Sports Management
Brent Blaze Brent Blaze's BISYS Fund Services Experience 2006 - 2007
Job SVP at CITI
Industry Accounting
Experience
Citi Hedge Fund Services North America Inc. June 2000 - Present
BISYS Fund Services 2006 - 2007
Rothstein Kass 2000 - 2005
Skills
Fund Of Funds, Hedge Funds, Alternative Investments, Fund Accounting, Private Equity, Accounting, Valuation, Audit, Tax, Financial Services, Fund Administration, Due Diligence, Equities, Derivatives, Middle Office, Options, Swaps, Financial Risk, Corporate Actions, Equity Derivatives, Back Office, Auditing, Investments
Education
Rutgers, The State University of New Jersey-Newark 2001 — 2006
MBA, Accounting/Finance
Rutgers University-New Brunswick 2001 — 2005
Rutgers University-New Brunswick 1996 — 2000
Citi Hedge Fund Services North America Inc. June 2000 - Present
BISYS Fund Services 2006 - 2007
Rothstein Kass 2000 - 2005
Skills
Fund Of Funds, Hedge Funds, Alternative Investments, Fund Accounting, Private Equity, Accounting, Valuation, Audit, Tax, Financial Services, Fund Administration, Due Diligence, Equities, Derivatives, Middle Office, Options, Swaps, Financial Risk, Corporate Actions, Equity Derivatives, Back Office, Auditing, Investments
Education
Rutgers, The State University of New Jersey-Newark 2001 — 2006
MBA, Accounting/Finance
Rutgers University-New Brunswick 2001 — 2005
Rutgers University-New Brunswick 1996 — 2000
William M. Franklin, PMP William M. Franklin, PMP's BISYS Fund Services Experience April 2002 - October 2004
Job SR. PROJECT MANAGER
Industry Information Technology and Services
Experience
JPMorgan Chase & Co. July 2013 - Present
JPMorgan Chase July 2012 - July 2013
Ashland Inc. May 2006 - June 2012
OCLC February 2005 - May 2006
BISYS Fund Services April 2002 - October 2004
Computer Science Corporation May 1999 - April 2002
Enron Energy Services March 1998 - May 1999
Battelle September 1995 - March 1998
Battelle July 1988 - September 1995
Cincinnati Milacron December 1985 - July 1988
Skills
Project Management, Program Management, PMO set-up, Service Delivery, Systems & Data..., ERP, SAP, SDLC, PMP, Acquisition &..., Budget, Metrics Reporting, Governance, Vendor Management, Performance Management, Technology Evaluation, Supply Chain, Change Management, Gas & Electric Utility, Financial Services, Chemical Industry, Library Systems, Divestitures, PMO, Management, Integration, Software Development
Education
The Ohio State University
B.S., Mechanical Engineering
JPMorgan Chase & Co. July 2013 - Present
JPMorgan Chase July 2012 - July 2013
Ashland Inc. May 2006 - June 2012
OCLC February 2005 - May 2006
BISYS Fund Services April 2002 - October 2004
Computer Science Corporation May 1999 - April 2002
Enron Energy Services March 1998 - May 1999
Battelle September 1995 - March 1998
Battelle July 1988 - September 1995
Cincinnati Milacron December 1985 - July 1988
Skills
Project Management, Program Management, PMO set-up, Service Delivery, Systems & Data..., ERP, SAP, SDLC, PMP, Acquisition &..., Budget, Metrics Reporting, Governance, Vendor Management, Performance Management, Technology Evaluation, Supply Chain, Change Management, Gas & Electric Utility, Financial Services, Chemical Industry, Library Systems, Divestitures, PMO, Management, Integration, Software Development
Education
The Ohio State University
B.S., Mechanical Engineering
Michael Brascetta Michael Brascetta's BISYS Fund Services Experience April 1996 - November 1997
Job Senior Vice President, ETF Operations at Citi
Industry Financial Services
Experience
Citi August 2010 - Present
Citi April 2008 - July 2010
Citi January 2007 - April 2008
OppenheimerFunds December 1997 - March 2000
BISYS Fund Services April 1996 - November 1997
The Vanguard Group January 1982 - March 1996
Skills
ETFs, Mutual Funds, Financial Services, Fund Accounting, Transfer Agency
Education
Rider University
Bachelor of Science, Finance
Saint Joseph's University
MBA, Administrative Management
Citi August 2010 - Present
Citi April 2008 - July 2010
Citi January 2007 - April 2008
OppenheimerFunds December 1997 - March 2000
BISYS Fund Services April 1996 - November 1997
The Vanguard Group January 1982 - March 1996
Skills
ETFs, Mutual Funds, Financial Services, Fund Accounting, Transfer Agency
Education
Rider University
Bachelor of Science, Finance
Saint Joseph's University
MBA, Administrative Management
Stephen D. Belfatti Stephen D. Belfatti's BISYS Fund Services Experience September 1999 - February 2000
Job Technical Support Specialist at IDEXX Laboratories
Industry Information Services
Experience
IDEXX Laboratories July 2012 - Present
Sony Music Entertainment (Peak Interactive Inc) June 2011 - June 2012
Berkadia Commercial Mortgage LLC July 2010 - October 2010
Berkadia Commercial Mortgage LLC July 2007 - July 2010
Berkadia Commercial Mortgage LLC March 2003 - July 2007
PFPC Global Fund Services March 2002 - May 2002
PFPC Global Fund Services March 2000 - March 2002
BISYS Fund Services September 1999 - February 2000
Vanguard December 1996 - August 1999
Skills
Commercial Mortgages, Loans, Portfolio Management, Cash Management, Real Estate, Project Coordination, Web Project Management, Customer Relations, Customer Service, Applications Support, Client Services, Training & Development, Technical Training, User Acceptance Testing, Quality Assurance, Microsoft Office, Change Management, SWIFT, SharePoint, Enterprise Software, Cognos, Problem Tracker..., Inventory Management, Escalation Management, Escalation, International Relations, Billing, Microsoft Access, Database Administration, Database Management, Reporting & Analysis, Workflow, Team Leadership, Vendor Relations, Vendor Management, Account Reconciliation, Employee Hiring, New Hire Training
Education
Temple University 1991 — 1995
Music Education and Performance
IDEXX Laboratories July 2012 - Present
Sony Music Entertainment (Peak Interactive Inc) June 2011 - June 2012
Berkadia Commercial Mortgage LLC July 2010 - October 2010
Berkadia Commercial Mortgage LLC July 2007 - July 2010
Berkadia Commercial Mortgage LLC March 2003 - July 2007
PFPC Global Fund Services March 2002 - May 2002
PFPC Global Fund Services March 2000 - March 2002
BISYS Fund Services September 1999 - February 2000
Vanguard December 1996 - August 1999
Skills
Commercial Mortgages, Loans, Portfolio Management, Cash Management, Real Estate, Project Coordination, Web Project Management, Customer Relations, Customer Service, Applications Support, Client Services, Training & Development, Technical Training, User Acceptance Testing, Quality Assurance, Microsoft Office, Change Management, SWIFT, SharePoint, Enterprise Software, Cognos, Problem Tracker..., Inventory Management, Escalation Management, Escalation, International Relations, Billing, Microsoft Access, Database Administration, Database Management, Reporting & Analysis, Workflow, Team Leadership, Vendor Relations, Vendor Management, Account Reconciliation, Employee Hiring, New Hire Training
Education
Temple University 1991 — 1995
Music Education and Performance
Mark Walpole Mark Walpole's BISYS Fund Services Experience May 2005 - September 2006
Job Vice President at JP Morgan Chase
Industry Investment Banking
Experience
JP Morgan Chase January 2011 - Present
TriOptima November 2009 - January 2011
Man Investments, AHL April 2009 - October 2009
Balyasny (Europe) Asset Management September 2006 - March 2009
BISYS Fund Services May 2005 - September 2006
Environmental Science for Social Change (ESSC) November 2004 - February 2005
Dublin Institute for Advanced Studies 2003 - 2004
Skills
Software Development, Trading Systems, Hedge Funds, Python, SQL, Product Management, Team Management, Agile Methodologies, Git, VBA, Derivatives, Energy Markets, Global Macro, Fixed Income, Credit, Front to Back Office
Education
Trinity College, Dublin 1999 — 2003
B.A. Mod. Astrophysics, Physics, Astronomy
JP Morgan Chase January 2011 - Present
TriOptima November 2009 - January 2011
Man Investments, AHL April 2009 - October 2009
Balyasny (Europe) Asset Management September 2006 - March 2009
BISYS Fund Services May 2005 - September 2006
Environmental Science for Social Change (ESSC) November 2004 - February 2005
Dublin Institute for Advanced Studies 2003 - 2004
Skills
Software Development, Trading Systems, Hedge Funds, Python, SQL, Product Management, Team Management, Agile Methodologies, Git, VBA, Derivatives, Energy Markets, Global Macro, Fixed Income, Credit, Front to Back Office
Education
Trinity College, Dublin 1999 — 2003
B.A. Mod. Astrophysics, Physics, Astronomy
Emma McGowan's BISYS Fund Services Experience May 2005 - May 2007
Job Senior Associate (AVP) at JP Morgan Chase
Industry Financial Services
Experience
JPMorgan Chase January 2013 - Present
JP Morgan Chase October 2011 - January 2013
JPMorgan Chase October 2010 - October 2011
JPMorgan Chase December 2009 - October 2010
BISYS Fund Services May 2005 - May 2007
Skills
Hedge Funds, Mutual Funds, Fund Accounting, Fund Administration, Financial Services, Equities, Business Analysis, Financial Risk, Risk Management, SQL, Transfer Agency, User Acceptance Testing, Securities, OTC, FX Options, Fund Of Funds, Project Management, Agile Testing, Regression Testing, Performance Testing, Business Requirements, SWIFT payments, Agile & Waterfall..., Business Process..., Alternative Investments, Quality Center, Payment Systems, Business Analysis..., Options, Back Office
Education
University College Dublin 2000 — 2003
Bachelor of Arts (B.A.), Psychology, History & Archaeology, (Hons)
Manor House Secondary School 1995 — 2000
JPMorgan Chase January 2013 - Present
JP Morgan Chase October 2011 - January 2013
JPMorgan Chase October 2010 - October 2011
JPMorgan Chase December 2009 - October 2010
BISYS Fund Services May 2005 - May 2007
Skills
Hedge Funds, Mutual Funds, Fund Accounting, Fund Administration, Financial Services, Equities, Business Analysis, Financial Risk, Risk Management, SQL, Transfer Agency, User Acceptance Testing, Securities, OTC, FX Options, Fund Of Funds, Project Management, Agile Testing, Regression Testing, Performance Testing, Business Requirements, SWIFT payments, Agile & Waterfall..., Business Process..., Alternative Investments, Quality Center, Payment Systems, Business Analysis..., Options, Back Office
Education
University College Dublin 2000 — 2003
Bachelor of Arts (B.A.), Psychology, History & Archaeology, (Hons)
Manor House Secondary School 1995 — 2000
Alan Bennett Alan Bennett's BISYS Fund Services Experience 2000 - 2006
Job Sales Vice President at Cavalier Associates
Industry Insurance
Experience
Cavalier Associates December 2014 - Present
National Insurance Brokerage December 2011 - November 2014
Highland Capital Brokerage July 2010 - December 2011
ABH & ASSOCIATES January 1994 - June 2010
BISYS Fund Services 2000 - 2006
Skills
Advance Planning, Cutting Edge Ideas, Hybrid Life Insurance, Premium Financing, Policy Improvement, Disability Insurance, Term Life Insurance, Underwriting, Finance, Property & Casualty..., Strategy, Universal Life, Retirement Planning, Employee Benefits, Fixed Annuities, Health Insurance, Brokers, Whole Life, Estate Planning, IRAs, Financial Planners, Critical Illness, Sales, Series 6, Real Estate, Financial Advisory, Time Management, Wealth Management, Policy, Retirement, 401k, Wealth, Investments, Personal Finance, Strategic Financial..., Negotiation, Series 65, Roth IRA, Project Planning, Mutual Funds, Access, Commercial Insurance, Wealth Accumulation, Marketing, Securities, Series 7, Series 63, Financial Planning, Long-term Care
Education
Seton Hall University 1978 — 1982
BS, marketing and business
Cavalier Associates December 2014 - Present
National Insurance Brokerage December 2011 - November 2014
Highland Capital Brokerage July 2010 - December 2011
ABH & ASSOCIATES January 1994 - June 2010
BISYS Fund Services 2000 - 2006
Skills
Advance Planning, Cutting Edge Ideas, Hybrid Life Insurance, Premium Financing, Policy Improvement, Disability Insurance, Term Life Insurance, Underwriting, Finance, Property & Casualty..., Strategy, Universal Life, Retirement Planning, Employee Benefits, Fixed Annuities, Health Insurance, Brokers, Whole Life, Estate Planning, IRAs, Financial Planners, Critical Illness, Sales, Series 6, Real Estate, Financial Advisory, Time Management, Wealth Management, Policy, Retirement, 401k, Wealth, Investments, Personal Finance, Strategic Financial..., Negotiation, Series 65, Roth IRA, Project Planning, Mutual Funds, Access, Commercial Insurance, Wealth Accumulation, Marketing, Securities, Series 7, Series 63, Financial Planning, Long-term Care
Education
Seton Hall University 1978 — 1982
BS, marketing and business
Teri Bladen Teri Bladen's BISYS Fund Services Experience November 2000 - October 2002
Job Executive Assistant to CEO at FirstMerit Bank
Industry
Experience
FirstMerit Bank May 2006 - Present
Quest Software July 2003 - May 2006
BISYS Fund Services November 2000 - October 2002
Bischoff & Associates March 1994 - November 2000
Skills
Loans, Investments, Salesforce.com, Banking, Lotus Notes, Office Management, Customer Service, Relationship Management, Commercial Banking, Credit, Strategic Planning, Mortgage Lending, Administrative..., Microsoft Excel, Sales, Leadership, Budgets, Management, Executive..., Notary Public
Education
Sinclair Community College 1984 — 1986
Business
FirstMerit Bank May 2006 - Present
Quest Software July 2003 - May 2006
BISYS Fund Services November 2000 - October 2002
Bischoff & Associates March 1994 - November 2000
Skills
Loans, Investments, Salesforce.com, Banking, Lotus Notes, Office Management, Customer Service, Relationship Management, Commercial Banking, Credit, Strategic Planning, Mortgage Lending, Administrative..., Microsoft Excel, Sales, Leadership, Budgets, Management, Executive..., Notary Public
Education
Sinclair Community College 1984 — 1986
Business
John Siebert, CPA John Siebert, CPA's BISYS Fund Services Experience 1996 - 1998
Job Trusted CPA | Tax Advisor | Outsourced Controller | Incorporation | QuickBooks | Business Advisor | Financial Consultant
Industry Accounting
Experience
Siebert & Reynolds CPA's May 2003 - Present
John Siebert CPA, LLC 2003 - Present
Mount Carmel Health Services 2002 - 2005
Jones, Cochenour & Co. 1998 - 2002
BISYS Fund Services 1996 - 1998
Groner, Boyle & Quillen CPA 1995 - 1996
Larry Stemen CPA & Associates 1991 - 1995
Skills
Tax Compliance, Tax, Accounting, Preparation, Small Business..., Quickbooks, Small Business, Business Planning, QuickBooks, Auditing, Bookkeeping, Management, Financial Reporting, Forecasting, Cash Flow, Tax Returns, Tax Preparation, Income Tax, Financial Planners, Financial Planning
Education
University of Dayton 1994 — 1997
MBA
The Ohio State University 1985 — 1990
B.S.
Siebert & Reynolds CPA's May 2003 - Present
John Siebert CPA, LLC 2003 - Present
Mount Carmel Health Services 2002 - 2005
Jones, Cochenour & Co. 1998 - 2002
BISYS Fund Services 1996 - 1998
Groner, Boyle & Quillen CPA 1995 - 1996
Larry Stemen CPA & Associates 1991 - 1995
Skills
Tax Compliance, Tax, Accounting, Preparation, Small Business..., Quickbooks, Small Business, Business Planning, QuickBooks, Auditing, Bookkeeping, Management, Financial Reporting, Forecasting, Cash Flow, Tax Returns, Tax Preparation, Income Tax, Financial Planners, Financial Planning
Education
University of Dayton 1994 — 1997
MBA
The Ohio State University 1985 — 1990
B.S.
Susan Gallivan PHR, GPHR Susan Gallivan PHR, GPHR's BISYS Fund Services Experience 1981 - 1991
Job Senior Director Human Resources at Sunnova Energy Services
Industry Human Resources
Experience
Sunnova Energy Corporation August 2014 - Present
BOS Solutions 2011 - April 2014
National Multiple Sclerosis Society April 2010 - January 2011
National Oilwell Varco April 2008 - January 2009
ReedHycalog October 2004 - April 2008
Diamond Products International 1999 - 2004
BISYS Fund Services 1981 - 1991
Skills
Compensation, Benefits, HR Policies, Performance Appraisal, Performance Management, Employee Benefits, Deferred Compensation, Employee Relations, Succession Planning, Recruiting, Human Resources, HRIS, Benefits Administration, Workforce Planning, Training, Strategic Planning, New Hire Orientations, Leadership Development, Interviews, Customer Service, Onboarding, Applicant Tracking...
Education
Rice University 2009 — 2010
PHR and GPHR, Human Resources
University of Dayton 1972 — 1976
BS, Elementary Education
Sunnova Energy Corporation August 2014 - Present
BOS Solutions 2011 - April 2014
National Multiple Sclerosis Society April 2010 - January 2011
National Oilwell Varco April 2008 - January 2009
ReedHycalog October 2004 - April 2008
Diamond Products International 1999 - 2004
BISYS Fund Services 1981 - 1991
Skills
Compensation, Benefits, HR Policies, Performance Appraisal, Performance Management, Employee Benefits, Deferred Compensation, Employee Relations, Succession Planning, Recruiting, Human Resources, HRIS, Benefits Administration, Workforce Planning, Training, Strategic Planning, New Hire Orientations, Leadership Development, Interviews, Customer Service, Onboarding, Applicant Tracking...
Education
Rice University 2009 — 2010
PHR and GPHR, Human Resources
University of Dayton 1972 — 1976
BS, Elementary Education
Matthew Hernandez Matthew Hernandez's BISYS Fund Services Experience 1995 - 2005
Job Financial services professional
Industry Financial Services
Experience
Citi Group January 2011 - Present
Real Estate Development 2005 - 2011
BISYS Fund Services 1995 - 2005
Skills
Alternative Investments, Financial Services, Hedge Funds, Mutual Funds, Bloomberg, Fixed Income, Investments, Securities
Education
The Ohio State University 1990 — 1995
Bachelor of Science in Business Admininistration, Finance
Citi Group January 2011 - Present
Real Estate Development 2005 - 2011
BISYS Fund Services 1995 - 2005
Skills
Alternative Investments, Financial Services, Hedge Funds, Mutual Funds, Bloomberg, Fixed Income, Investments, Securities
Education
The Ohio State University 1990 — 1995
Bachelor of Science in Business Admininistration, Finance
Kristin Clifton Kristin Clifton's BISYS Fund Services Experience 1996 - 1998
Job Support Staff at St. Clair County Library Main Branch
Industry Libraries
Experience
St. Clair County Library - Main Branch January 2013 - Present
Fort Gratiot Township 2012 - Present
My ParaHangover November 2011 - Present
Varney Agency 2004 - 2006
Brandes Investment Partners 2001 - 2003
Duncan Hurst Capital Management 1999 - 2001
Sefton Capital Management 1998 - 1999
BISYS Fund Services 1996 - 1998
Skills
Social Media, Research, Microsoft Office, Customer Service, Microsoft Word, Microsoft Excel, Library, PowerPoint, Copy Editing, Blogging, Books, CSS3, Web Design, WordPress, HTML, FX trading, Securities Market, Stock Trading, Series 6, Series 63, Market Research, Property & Casualty...
Education
The Ohio State University 1987 — 1992
Bachelor of Science (BS), Biomedical Communications
St. Clair County Library - Main Branch January 2013 - Present
Fort Gratiot Township 2012 - Present
My ParaHangover November 2011 - Present
Varney Agency 2004 - 2006
Brandes Investment Partners 2001 - 2003
Duncan Hurst Capital Management 1999 - 2001
Sefton Capital Management 1998 - 1999
BISYS Fund Services 1996 - 1998
Skills
Social Media, Research, Microsoft Office, Customer Service, Microsoft Word, Microsoft Excel, Library, PowerPoint, Copy Editing, Blogging, Books, CSS3, Web Design, WordPress, HTML, FX trading, Securities Market, Stock Trading, Series 6, Series 63, Market Research, Property & Casualty...
Education
The Ohio State University 1987 — 1992
Bachelor of Science (BS), Biomedical Communications
Neera Patel's BISYS Fund Services Experience 1996 - 1997
Job Derivatives Operations Supervisor and Bank Officer at Federal Home Loan Bank of Atlanta
Industry Banking
Experience
Federal Home Loan Bank of Atlanta July 2014 - Present
MEAG Power September 2013 - July 2014
GenOn Energy 1998 - 2013
Northern Trust November 1997 - August 1998
BISYS Fund Services 1996 - 1997
Skills
Portfolio Management, Trading, Investments, Finance, Valuation, Financial Risk, Energy, Energy Markets, Forecasting, Power Trading, PJM, Hedging, Commodity Markets, Analysis
Education
The Ohio State University - The Max M. Fisher College of Business 1992 — 1996
Bachelor of Science in Business Administration, Economics, specializing in money markets and banking.
Federal Home Loan Bank of Atlanta July 2014 - Present
MEAG Power September 2013 - July 2014
GenOn Energy 1998 - 2013
Northern Trust November 1997 - August 1998
BISYS Fund Services 1996 - 1997
Skills
Portfolio Management, Trading, Investments, Finance, Valuation, Financial Risk, Energy, Energy Markets, Forecasting, Power Trading, PJM, Hedging, Commodity Markets, Analysis
Education
The Ohio State University - The Max M. Fisher College of Business 1992 — 1996
Bachelor of Science in Business Administration, Economics, specializing in money markets and banking.
Jami K. Jami K.'s BISYS Fund Services Experience February 2000 - February 2004
Job lead billing specialist at PharMerica
Industry Pharmaceuticals
Experience
PharMerica Services Corporation October 2007 - Present
In House Pharmacy Solutions June 2006 - October 2007
BioScrip June 2005 - June 2006
Kroger November 2004 - June 2005
Chase Mortgage February 2002 - July 2004
BISYS Fund Services February 2000 - February 2004
Skills
Customer Service, Spreadsheets, Claims Resolution, Team Management, Medicare/Medicaid..., Prescription Drugs, Pharmacy Benefit...
Education
Columbus State Community College 2000 — 2000
Vocational Certificate, Pharmacy Technician
The Ohio State University 1997 — 1999
None, General
PharMerica Services Corporation October 2007 - Present
In House Pharmacy Solutions June 2006 - October 2007
BioScrip June 2005 - June 2006
Kroger November 2004 - June 2005
Chase Mortgage February 2002 - July 2004
BISYS Fund Services February 2000 - February 2004
Skills
Customer Service, Spreadsheets, Claims Resolution, Team Management, Medicare/Medicaid..., Prescription Drugs, Pharmacy Benefit...
Education
Columbus State Community College 2000 — 2000
Vocational Certificate, Pharmacy Technician
The Ohio State University 1997 — 1999
None, General
Mark Velapoldi Mark Velapoldi's BISYS Fund Services Experience January 1995 - January 2001
Job Investment Adviser Representative at Primerica
Industry Management Consulting
Experience
Primerica November 2014 - Present
Seatuck Environmental Association 2005 - Present
Actionable Print Solutions, LLC (APS LLC) April 2010 - June 2015
Rotary Club of Bay Shore 2013 - 2014
Surtech LLC 2001 - 2013
DTEKS Business Systems January 2008 - April 2010
Sandmark Enterprises 2001 - 2008
BISYS Fund Services January 1995 - January 2001
Furman Selz October 1992 - January 1995
Shearson Lehman October 1991 - October 1992
Skills
Business Process..., Managed Print Services, Document Management, Document Imaging, Workflow Analysis, Consultative Selling, Process Improvement, Enterprise Content..., Solution Selling, Cost Reduction, ECM, Cost Analysis, Integration, Imaging, Selling, Professional Services, Digital Imaging, Cost Benefit, Cloud Computing, Sales, Analysis, Management, SaaS, Enterprise Software, CRM, New Business Development, Strategic Planning
Education
University at Buffalo 1982 — 1986
BA, Economics, History
Primerica November 2014 - Present
Seatuck Environmental Association 2005 - Present
Actionable Print Solutions, LLC (APS LLC) April 2010 - June 2015
Rotary Club of Bay Shore 2013 - 2014
Surtech LLC 2001 - 2013
DTEKS Business Systems January 2008 - April 2010
Sandmark Enterprises 2001 - 2008
BISYS Fund Services January 1995 - January 2001
Furman Selz October 1992 - January 1995
Shearson Lehman October 1991 - October 1992
Skills
Business Process..., Managed Print Services, Document Management, Document Imaging, Workflow Analysis, Consultative Selling, Process Improvement, Enterprise Content..., Solution Selling, Cost Reduction, ECM, Cost Analysis, Integration, Imaging, Selling, Professional Services, Digital Imaging, Cost Benefit, Cloud Computing, Sales, Analysis, Management, SaaS, Enterprise Software, CRM, New Business Development, Strategic Planning
Education
University at Buffalo 1982 — 1986
BA, Economics, History
Jennifer Hankins Jennifer Hankins's BISYS Fund Services Experience September 2005 - December 2007
Job
Industry Financial Services
Experience
Citi Investor Services October 2009 - Present
Citi Fund Services December 2007 - October 2009
BISYS Fund Services September 2005 - December 2007
BISYS Fund Services September 1995 - September 2005
Skills
Mutual Funds, Fund Administration, Securities, Alternative Investments, Financial Services, Asset Managment, Fund Accounting, Relationship Management, Banking, Investments, Portfolio Management, Wealth Management, Equities, Financial Analysis, Financial Risk, Asset Management, Fixed Income, Risk Management, Series 63, Series 7, Derivatives, Asset Allocation, Bloomberg, Strategic Financial..., Investment Management, Capital Markets, Investment Advisory, Series 6, Investment Strategies, AML, FINRA, Series 24, Fund Of Funds, Trading, Global Custody, Middle Office, Bonds, ETFs, Back Office, Financial Markets
Education
The Ohio State University 1985 — 1988
Citi Investor Services October 2009 - Present
Citi Fund Services December 2007 - October 2009
BISYS Fund Services September 2005 - December 2007
BISYS Fund Services September 1995 - September 2005
Skills
Mutual Funds, Fund Administration, Securities, Alternative Investments, Financial Services, Asset Managment, Fund Accounting, Relationship Management, Banking, Investments, Portfolio Management, Wealth Management, Equities, Financial Analysis, Financial Risk, Asset Management, Fixed Income, Risk Management, Series 63, Series 7, Derivatives, Asset Allocation, Bloomberg, Strategic Financial..., Investment Management, Capital Markets, Investment Advisory, Series 6, Investment Strategies, AML, FINRA, Series 24, Fund Of Funds, Trading, Global Custody, Middle Office, Bonds, ETFs, Back Office, Financial Markets
Education
The Ohio State University 1985 — 1988
Kathi (O'Neill) Whitmore Kathi (O'Neill) Whitmore's BISYS Fund Services Experience 1998 - 1999
Job Learning Consultant at The Hartford
Industry Insurance
Experience
The Hartford February 2005 - Present
Hartford Life September 1999 - February 2005
BISYS Fund Services 1998 - 1999
First Data 1994 - 1997
The Boston Company 1991 - 1994
Skills
Instructional Design, Performance Consulting, Operations Management, Leadership, Mutual Funds, Performance Management, Process Improvement, Needs Analysis, Retirement Planning, Management, Project Management, Customer Service, Coaching, Insurance, Call Centers, Fixed Annuities, Change Management, Team Leadership, Training
Education
The University of Connecticut 1987 — 1991
B.A., Economics
The Hartford February 2005 - Present
Hartford Life September 1999 - February 2005
BISYS Fund Services 1998 - 1999
First Data 1994 - 1997
The Boston Company 1991 - 1994
Skills
Instructional Design, Performance Consulting, Operations Management, Leadership, Mutual Funds, Performance Management, Process Improvement, Needs Analysis, Retirement Planning, Management, Project Management, Customer Service, Coaching, Insurance, Call Centers, Fixed Annuities, Change Management, Team Leadership, Training
Education
The University of Connecticut 1987 — 1991
B.A., Economics
Meghann Griggs's BISYS Fund Services Experience July 2000 - March 2007
Job Contractor for Marketing & Event Needs
Industry Marketing and Advertising
Experience
Wild Works April 2014 - September 2015
iPipeline November 2010 - April 2014
Craft Sabbath December 2008 - September 2011
Overstock.com May 2009 - February 2010
SLUG magazine August 2004 - April 2009
BISYS Fund Services July 2000 - March 2007
Skills
Organizational..., Event Management, Problem Solving, Team Leadership, Salesforce.com, Operations Management, Media Relations, Public Relations, Public Speaking, Fundraising, Manage Client..., Fixed Annuities, Life Insurance, Term Life Insurance, Charity Work, Craft, Vendor Management, Requirements Analysis, Requirements Gathering, Sales, Advertising, Event Planning, Marketing, Project Planning, Account Management, Budgets, Microsoft Office, Time Management, CRM
Education
Skyline High School 1994 — 1997
Dipolma, Regular/General High School/Secondary Diploma Program
Salt Lake Community College
General Studies
Wild Works April 2014 - September 2015
iPipeline November 2010 - April 2014
Craft Sabbath December 2008 - September 2011
Overstock.com May 2009 - February 2010
SLUG magazine August 2004 - April 2009
BISYS Fund Services July 2000 - March 2007
Skills
Organizational..., Event Management, Problem Solving, Team Leadership, Salesforce.com, Operations Management, Media Relations, Public Relations, Public Speaking, Fundraising, Manage Client..., Fixed Annuities, Life Insurance, Term Life Insurance, Charity Work, Craft, Vendor Management, Requirements Analysis, Requirements Gathering, Sales, Advertising, Event Planning, Marketing, Project Planning, Account Management, Budgets, Microsoft Office, Time Management, CRM
Education
Skyline High School 1994 — 1997
Dipolma, Regular/General High School/Secondary Diploma Program
Salt Lake Community College
General Studies
Nicolette Perreault Nicolette Perreault's BISYS Fund Services Experience June 2000 - December 2001
Job Manager, Client Services at MEDITECH
Industry Computer Software
Experience
LSS Data Systems April 2006 - Present
BISYS Fund Services June 2000 - December 2001
Skills
Healthcare Information..., Software Documentation, Process Improvement, Project Management, EHR, EMR, HIPAA, Microsoft Office, Customer Service, Software Implementation, Healthcare, Ambulatory
Education
St. Catherine University
Bachelor’s Degree, English
LSS Data Systems April 2006 - Present
BISYS Fund Services June 2000 - December 2001
Skills
Healthcare Information..., Software Documentation, Process Improvement, Project Management, EHR, EMR, HIPAA, Microsoft Office, Customer Service, Software Implementation, Healthcare, Ambulatory
Education
St. Catherine University
Bachelor’s Degree, English
Lindsey Armstrong Lindsey Armstrong's BISYS Fund Services Experience January 2007 - August 2007
Job Operations at Riverbridge Partners, LLC
Industry Investment Management
Experience
Riverbridge Partners, LLC September 2013 - Present
US Bank November 2008 - September 2013
U.S. Bank October 2007 - November 2008
BISYS Fund Services January 2007 - August 2007
Skills
Business Continuity, Separately Managed..., Corporate Actions, Microsoft Word, Microsoft Excel, PowerPoint, Lotus Notes, Detailed Organization, Charles River IMS, FactSet, SEI, Operations Management, Trade Error Resolution, Close Attention to..., Account Reconciliation, Data Entry
Education
University of Minnesota-Morris 2002 — 2006
Bachelor's degree, Economics
Riverbridge Partners, LLC September 2013 - Present
US Bank November 2008 - September 2013
U.S. Bank October 2007 - November 2008
BISYS Fund Services January 2007 - August 2007
Skills
Business Continuity, Separately Managed..., Corporate Actions, Microsoft Word, Microsoft Excel, PowerPoint, Lotus Notes, Detailed Organization, Charles River IMS, FactSet, SEI, Operations Management, Trade Error Resolution, Close Attention to..., Account Reconciliation, Data Entry
Education
University of Minnesota-Morris 2002 — 2006
Bachelor's degree, Economics
Sharon McCorkle Sharon McCorkle's BISYS Fund Services Experience February 1993 - October 1999
Job Client Support Specialist at Unisource Solutions
Industry Commercial Real Estate
Experience
Unisource Solutions 2015 - Present
CREW San Diego January 2015 - Present
Blue LAN Group September 2007 - February 2015
Grove Street Advisors November 2005 - August 2007
Dynogen Pharmaceuticals, Inc. 2004 - 2005
BISYS Fund Services February 1993 - October 1999
Skills
Purchasing, Procurement, Strategic Sourcing, Contract Management, Vendor, Contract Negotiation, Supplier Management, Negotiation, Spend Analysis, Licenses - Series 6, 63..., IT Procurement, Maintaining Strong..., Supply Management, Lead Generation, Marketing, Management, CRM, Strategic Planning, Product Development, Analysis, Sales Management, Customer Satisfaction, Human Resources, Vendor Management, Strategy, Sales, Cross-functional Team..., Business Strategy, Forecasting, Competitive Analysis, Start-ups, Strategic Partnerships, Budgets, Consulting
Education
University of San Diego High School 1978 — 1982
San Diego State University-California State University
Unisource Solutions 2015 - Present
CREW San Diego January 2015 - Present
Blue LAN Group September 2007 - February 2015
Grove Street Advisors November 2005 - August 2007
Dynogen Pharmaceuticals, Inc. 2004 - 2005
BISYS Fund Services February 1993 - October 1999
Skills
Purchasing, Procurement, Strategic Sourcing, Contract Management, Vendor, Contract Negotiation, Supplier Management, Negotiation, Spend Analysis, Licenses - Series 6, 63..., IT Procurement, Maintaining Strong..., Supply Management, Lead Generation, Marketing, Management, CRM, Strategic Planning, Product Development, Analysis, Sales Management, Customer Satisfaction, Human Resources, Vendor Management, Strategy, Sales, Cross-functional Team..., Business Strategy, Forecasting, Competitive Analysis, Start-ups, Strategic Partnerships, Budgets, Consulting
Education
University of San Diego High School 1978 — 1982
San Diego State University-California State University
Andrew Rex Andrew Rex's BISYS Fund Services Experience 2005 - 2006
Job Regional Vice President at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial 2009 - Present
Nationwide Financial 2006 - 2009
BISYS Fund Services 2005 - 2006
Education
The Ohio State University
Family Financial Management, Financial Planning and Services
Nationwide Financial 2009 - Present
Nationwide Financial 2006 - 2009
BISYS Fund Services 2005 - 2006
Education
The Ohio State University
Family Financial Management, Financial Planning and Services
George A. Horbert's BISYS Fund Services Experience June 2002 - September 2003
Job Senior Financial Reporting Analyst at BNY MELLON
Industry Financial Services
Experience
BNY Mellon May 2013 - Present
BNY Mellon January 2007 - April 2013
BNY Mellon October 2003 - January 2007
BISYS Fund Services June 2002 - September 2003
BISYS Fund Services July 1998 - June 2002
Skills
Microsoft Excel, Word,..., Bloomberg, IDC,..., Financial Leadership &..., Growth & Strategy..., Mutual Fund & ETF..., Domestic &..., Staff Engagement ●...
Education
University of Central Florida
Finance
BNY Mellon May 2013 - Present
BNY Mellon January 2007 - April 2013
BNY Mellon October 2003 - January 2007
BISYS Fund Services June 2002 - September 2003
BISYS Fund Services July 1998 - June 2002
Skills
Microsoft Excel, Word,..., Bloomberg, IDC,..., Financial Leadership &..., Growth & Strategy..., Mutual Fund & ETF..., Domestic &..., Staff Engagement ●...
Education
University of Central Florida
Finance
Amy R Thaler Amy R Thaler's BISYS Fund Services Experience June 2004 - January 2005
Job Annuity Internal Wholesaler for NY, NJ and New England
Industry Financial Services
Experience
Symetra February 2015 - Present
Commonwealth Financial Network October 2011 - November 2014
Centinel Financial Group, LLC (John Hancock Financial Network, Manulife) February 2010 - October 2011
Thrive Networks, Inc. a division of Staples, Inc. August 2008 - January 2010
John Hancock / Wood Logan (Manulife) February 2005 - August 2008
BISYS Fund Services June 2004 - January 2005
IFMG (Subsidiary of Sun Life Financial) July 2003 - May 2004
Sun Life Financial April 2001 - June 2003
Manulife Financial March 1999 - December 2000
Hemenway & Barnes July 1998 - February 1999
Skills
Customer Service, Investments, Variable Annuities, Mutual Funds, Annuity Sales, Fixed Annuities, Retirement, Retirement Planning, Life Insurance, Alternative Investments, IRAs, Sales, Series 6, Series 63, Series 7, Finance, Wealth Management, 401k, Credit, Strategic Financial..., Securities, Financial Services, Asset Allocation, Employee Benefits, Insurance
Education
Dale Carnegie 2013 — 2013
Effective Communications and Human Relations/Skills For Success
University of Maine 1995 — 1997
Business Administration
Sharon High School 1991 — 1995
Symetra February 2015 - Present
Commonwealth Financial Network October 2011 - November 2014
Centinel Financial Group, LLC (John Hancock Financial Network, Manulife) February 2010 - October 2011
Thrive Networks, Inc. a division of Staples, Inc. August 2008 - January 2010
John Hancock / Wood Logan (Manulife) February 2005 - August 2008
BISYS Fund Services June 2004 - January 2005
IFMG (Subsidiary of Sun Life Financial) July 2003 - May 2004
Sun Life Financial April 2001 - June 2003
Manulife Financial March 1999 - December 2000
Hemenway & Barnes July 1998 - February 1999
Skills
Customer Service, Investments, Variable Annuities, Mutual Funds, Annuity Sales, Fixed Annuities, Retirement, Retirement Planning, Life Insurance, Alternative Investments, IRAs, Sales, Series 6, Series 63, Series 7, Finance, Wealth Management, 401k, Credit, Strategic Financial..., Securities, Financial Services, Asset Allocation, Employee Benefits, Insurance
Education
Dale Carnegie 2013 — 2013
Effective Communications and Human Relations/Skills For Success
University of Maine 1995 — 1997
Business Administration
Sharon High School 1991 — 1995
Kevin Warnock Kevin Warnock's BISYS Fund Services Experience January 1998 - November 2002
Job SEC Processing Manager, AVP at Citi
Industry Financial Services
Experience
Citi August 2015 - Present
ALPS, A DST Company November 2014 - July 2015
ALPS, A DST Company September 2011 - October 2014
The Bank of New York Mellon September 2010 - September 2011
Voya Investment Management (formerly, ING Funds) June 2006 - April 2009
Bank of New York Mellon May 2005 - June 2006
The Bank of New York Mellon November 2002 - April 2005
Bisys Fund Services January 1998 - November 2002
Skills
Financial Reporting, Fund Accounting, Investments, Bloomberg, Equities, Fixed Income, Portfolio Management, Leadership, Fund Of Funds, Financial Modeling, Financial Services, Mutual Funds, Bloomberg Terminal, Accounting, Valuation, Asset Management, Alternative Investments, Financial Statements, Management, Derivatives, Corporate Finance, Auditing, Securities, Financial Analysis, Hedge Funds, Fund Administration, Due Diligence, Finance, SEC filings, Account Reconciliation, Risk Management, SEC Filings
Education
Tiffin University 1993 — 1997
BBA, Finance
Citi August 2015 - Present
ALPS, A DST Company November 2014 - July 2015
ALPS, A DST Company September 2011 - October 2014
The Bank of New York Mellon September 2010 - September 2011
Voya Investment Management (formerly, ING Funds) June 2006 - April 2009
Bank of New York Mellon May 2005 - June 2006
The Bank of New York Mellon November 2002 - April 2005
Bisys Fund Services January 1998 - November 2002
Skills
Financial Reporting, Fund Accounting, Investments, Bloomberg, Equities, Fixed Income, Portfolio Management, Leadership, Fund Of Funds, Financial Modeling, Financial Services, Mutual Funds, Bloomberg Terminal, Accounting, Valuation, Asset Management, Alternative Investments, Financial Statements, Management, Derivatives, Corporate Finance, Auditing, Securities, Financial Analysis, Hedge Funds, Fund Administration, Due Diligence, Finance, SEC filings, Account Reconciliation, Risk Management, SEC Filings
Education
Tiffin University 1993 — 1997
BBA, Finance
David Loring's BISYS Fund Services Experience 2001 - 2005
Job Vice President Compliance at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2007 - Present
Nationwide Financial 2005 - 2007
BISYS Fund Services 2001 - 2005
Fidelity Investments 1993 - 2001
Skills
Risk Management, Financial Services, Securities, Banking, Leadership, Process Improvement, Mutual Funds, Equities, Finance, Portfolio Management, Investments
Education
University of Notre Dame 1988 — 1992
Bachelor's Degree, Philosophy and German
Fidelity Investments 2007 - Present
Nationwide Financial 2005 - 2007
BISYS Fund Services 2001 - 2005
Fidelity Investments 1993 - 2001
Skills
Risk Management, Financial Services, Securities, Banking, Leadership, Process Improvement, Mutual Funds, Equities, Finance, Portfolio Management, Investments
Education
University of Notre Dame 1988 — 1992
Bachelor's Degree, Philosophy and German
Thomas Tajmajer Thomas Tajmajer's BISYS Fund Services Experience August 1998 - June 2003
Job
Industry Investment Management
Experience
Eaton Vance November 2014 - Present
Eaton Vance November 2013 - October 2014
Eaton Vance September 2013 - October 2013
Eaton Vance March 2013 - September 2013
Eaton Vance November 2009 - March 2013
Eaton Vance March 2007 - November 2009
Eaton Vance July 2005 - March 2007
Eaton Vance February 2005 - July 2005
BISYS Fund Services August 1998 - June 2003
Skills
SharePoint, SharePoint Designer, C#, PHP, jQuery, JavaScript, HTML, SQL, InfoPath, Visual Studio, Visual Basic 5.0/6.0, VBA, Microsoft Office, Microsoft Office..., Web Content Management, Enterprise Content..., XSLT, XML, Web Services, SSRS, Programming, Workflow, Microsoft SQL Server, Database Design, ASP.NET, VB.NET, Business Analysis, Disaster Recovery, Management, SDLC
Education
Stonehill College 1994 — 1998
Bachelor of Arts (B.A.), Multi-/Interdisciplinary Studies, General
Mary Immaculate Academy
Eaton Vance November 2014 - Present
Eaton Vance November 2013 - October 2014
Eaton Vance September 2013 - October 2013
Eaton Vance March 2013 - September 2013
Eaton Vance November 2009 - March 2013
Eaton Vance March 2007 - November 2009
Eaton Vance July 2005 - March 2007
Eaton Vance February 2005 - July 2005
BISYS Fund Services August 1998 - June 2003
Skills
SharePoint, SharePoint Designer, C#, PHP, jQuery, JavaScript, HTML, SQL, InfoPath, Visual Studio, Visual Basic 5.0/6.0, VBA, Microsoft Office, Microsoft Office..., Web Content Management, Enterprise Content..., XSLT, XML, Web Services, SSRS, Programming, Workflow, Microsoft SQL Server, Database Design, ASP.NET, VB.NET, Business Analysis, Disaster Recovery, Management, SDLC
Education
Stonehill College 1994 — 1998
Bachelor of Arts (B.A.), Multi-/Interdisciplinary Studies, General
Mary Immaculate Academy
Michael Barnes, CFP®, CRPC® Michael Barnes, CFP®, CRPC®'s BISYS Fund Services Experience July 1999 - September 2001
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Gaulden & Associates, A Private Wealth Advisory Practice of Ameriprise Financial Services, Inc. February 2008 - Present
Johnston United Soccer Association 2011 - Present
Dreyfus September 2001 - February 2008
BISYS Fund Services July 1999 - September 2001
US Army March 1989 - July 1993
Education
Robert Morris University 1993 — 1998
BSBA, Finance
Gaulden & Associates, A Private Wealth Advisory Practice of Ameriprise Financial Services, Inc. February 2008 - Present
Johnston United Soccer Association 2011 - Present
Dreyfus September 2001 - February 2008
BISYS Fund Services July 1999 - September 2001
US Army March 1989 - July 1993
Education
Robert Morris University 1993 — 1998
BSBA, Finance
Jamie Ruane Jamie Ruane's BISYS Fund Services Experience 2005 - 2007
Job Vice President at Citi Hedge Fund Services NA
Industry Financial Services
Experience
Citi 2007 - Present
BNY Mellon 2007 - 2007
BISYS Fund Services 2005 - 2007
Rothstein Kass September 2002 - 2005
Skills
Fund Accounting, Investor Relations, Investor Reporting, Hedge Funds, Alternative Investments, Fund Of Funds, Fund Administration, Securities, Investments, Financial Services, Private Equity, Equities
Education
University of Scranton 1998 — 2002
Bachelor of Science (BS), Accounting
Citi 2007 - Present
BNY Mellon 2007 - 2007
BISYS Fund Services 2005 - 2007
Rothstein Kass September 2002 - 2005
Skills
Fund Accounting, Investor Relations, Investor Reporting, Hedge Funds, Alternative Investments, Fund Of Funds, Fund Administration, Securities, Investments, Financial Services, Private Equity, Equities
Education
University of Scranton 1998 — 2002
Bachelor of Science (BS), Accounting
Jonathan Marcus Jonathan Marcus's BISYS Fund Services Experience January 1996 - January 1997
Job Sports, Wellness & Camp Director at the Levis JCC
Industry Recreational Facilities and Services
Experience
Adolph and Rose Levis JCC December 2009 - Present
Camp Eagle Hill March 2008 - October 2009
Camp Lindenmere April 1997 - August 2007
BISYS Fund Services January 1996 - January 1997
Skills
Event Planning, Marketing, Graphic Design, Recruiting, Web Design, Youth Development, Training, Community Outreach, Event Management, Nonprofits, Fundraising, Newsletters
Education
The Ohio State University 1992 — 1995
BS, Finance, General
Adolph and Rose Levis JCC December 2009 - Present
Camp Eagle Hill March 2008 - October 2009
Camp Lindenmere April 1997 - August 2007
BISYS Fund Services January 1996 - January 1997
Skills
Event Planning, Marketing, Graphic Design, Recruiting, Web Design, Youth Development, Training, Community Outreach, Event Management, Nonprofits, Fundraising, Newsletters
Education
The Ohio State University 1992 — 1995
BS, Finance, General
George F. Evans George F. Evans's BISYS Fund Services Experience February 2002 - August 2006
Job Co President at Convergence Inc.
Industry Financial Services
Experience
Convergence Inc. April 2013 - Present
DAK Executive Search January 2012 - April 2013
Gladstone Associates, LLC - A DAK Company January 2012 - April 2013
GlobeOp Financial Services August 2010 - December 2011
Outsource Partners International September 2006 - August 2010
BISYS Fund Services February 2002 - August 2006
JPMorgan Chase March 1994 - February 2002
Deutsche Bank April 1992 - March 1994
Prudential Financial June 1982 - March 1992
Skills
Investor Relations, Financial Modeling, Mergers, Financial Analysis, Valuation, New Business Development, Team Building, Mergers & Acquisitions, Equities, Securities, Asset Management, Investments, Hedge Funds, Strategy, Risk Management, Private Equity, Financial Services, Mutual Funds, Finance
Education
University of Scranton 1978 — 1982
BS, Business Management
Convergence Inc. April 2013 - Present
DAK Executive Search January 2012 - April 2013
Gladstone Associates, LLC - A DAK Company January 2012 - April 2013
GlobeOp Financial Services August 2010 - December 2011
Outsource Partners International September 2006 - August 2010
BISYS Fund Services February 2002 - August 2006
JPMorgan Chase March 1994 - February 2002
Deutsche Bank April 1992 - March 1994
Prudential Financial June 1982 - March 1992
Skills
Investor Relations, Financial Modeling, Mergers, Financial Analysis, Valuation, New Business Development, Team Building, Mergers & Acquisitions, Equities, Securities, Asset Management, Investments, Hedge Funds, Strategy, Risk Management, Private Equity, Financial Services, Mutual Funds, Finance
Education
University of Scranton 1978 — 1982
BS, Business Management
Bhanu Dada Bhanu Dada's BISYS Fund Services Experience January 2006 - November 2006
Job Account Manager at Informa Investment Solutions
Industry Financial Services
Experience
Informa Investment Solutions July 2015 - Present
Envision Financial Systems, Inc. September 2013 - October 2014
Linedata Services August 2010 - August 2013
Linedata Services December 2006 - October 2010
BISYS Fund Services January 2006 - November 2006
BISYS Fund Services February 2005 - December 2005
BISYS Fund Services June 2003 - January 2005
BISYS Fund Services August 2001 - May 2003
Skills
Fund Administration, Transfer Agency, Offshore Funds, Fund Accounting, Alternative Investments, Mutual Funds, Securities, Financial Services, Back Office, Fund Of Funds, Financial Markets, Finance
Education
The Ohio State University 1996 — 2001
BA, Economics
Informa Investment Solutions July 2015 - Present
Envision Financial Systems, Inc. September 2013 - October 2014
Linedata Services August 2010 - August 2013
Linedata Services December 2006 - October 2010
BISYS Fund Services January 2006 - November 2006
BISYS Fund Services February 2005 - December 2005
BISYS Fund Services June 2003 - January 2005
BISYS Fund Services August 2001 - May 2003
Skills
Fund Administration, Transfer Agency, Offshore Funds, Fund Accounting, Alternative Investments, Mutual Funds, Securities, Financial Services, Back Office, Fund Of Funds, Financial Markets, Finance
Education
The Ohio State University 1996 — 2001
BA, Economics
Andrew H Byer Andrew H Byer's BISYS Fund Services Experience December 2004 - June 2008
Job Supervision, Enforcement and Fair Lending at Consumer Financial Protection Bureau
Industry Financial Services
Experience
Consumer Financial Protection Bureau October 2013 - Present
Liquidnet August 2012 - December 2012
PIMCO September 2011 - April 2012
BlackRock, Inc. June 2008 - September 2011
BISYS Fund Services December 2004 - June 2008
Huntington Bancshares, Inc. November 1999 - December 2004
Huntington Bancshares, Inc. June 1997 - November 1999
Skills
Securities, FINRA, Mutual Funds, Series 7, AML, Financial Services, ETFs, Series 24, Asset Management, Private Placements, Broker-Dealer, Series 63, Risk Management, Investments, Investment Advisory, Compliance, Securities Regulation, Equities, Banking, Financial Regulation, Investment Compliance, Continuing Education, Branch Operation, Series 51, Anti Money Laundering
Education
The Ohio State University
MPA, Public Policy and Management
University of Wisconsin-Madison
Bachelor of Arts (B.A.), International Relations and Affairs
Consumer Financial Protection Bureau October 2013 - Present
Liquidnet August 2012 - December 2012
PIMCO September 2011 - April 2012
BlackRock, Inc. June 2008 - September 2011
BISYS Fund Services December 2004 - June 2008
Huntington Bancshares, Inc. November 1999 - December 2004
Huntington Bancshares, Inc. June 1997 - November 1999
Skills
Securities, FINRA, Mutual Funds, Series 7, AML, Financial Services, ETFs, Series 24, Asset Management, Private Placements, Broker-Dealer, Series 63, Risk Management, Investments, Investment Advisory, Compliance, Securities Regulation, Equities, Banking, Financial Regulation, Investment Compliance, Continuing Education, Branch Operation, Series 51, Anti Money Laundering
Education
The Ohio State University
MPA, Public Policy and Management
University of Wisconsin-Madison
Bachelor of Arts (B.A.), International Relations and Affairs
Mark Kizer, CFP Mark Kizer, CFP's BISYS Fund Services Experience June 2001 - July 2005
Job Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2012 - Present
Charles Schwab & Co. Inc. October 2006 - September 2012
AIG SunAmerica January 2006 - October 2006
Midwood Investments July 2005 - December 2005
Fifth Third Bank June 2001 - July 2005
BISYS Fund Services June 2001 - July 2005
Money Minds LLC March 2001 - June 2001
Budros, Ruhlin & Roe, Inc. February 1998 - February 2001
UPS September 1995 - June 1998
The Jacob Company 1997 - 1998
Education
The Ohio State University 1995 — 1998
Bachelor of Science, Actuarial Science
University of Arizona 1994 — 1995
No Degree, Mathmatics
William Carey University 1992 — 1993
No Degree, Mathmatics
US Airforce 1992 — 1992
No Degree, Avionics
University of Cincinnati 1989 — 1992
No Degree, Mechanical Engineering
Edison State Community College 1988 — 1989
NO Degree, Auto CAD/Engineering Design
The Ohio State University 1987 — 1989
No Degree, Physics / Philosophy / Mechanical Engineering
Sidney High School 1984 — 1987
Charles Schwab September 2012 - Present
Charles Schwab & Co. Inc. October 2006 - September 2012
AIG SunAmerica January 2006 - October 2006
Midwood Investments July 2005 - December 2005
Fifth Third Bank June 2001 - July 2005
BISYS Fund Services June 2001 - July 2005
Money Minds LLC March 2001 - June 2001
Budros, Ruhlin & Roe, Inc. February 1998 - February 2001
UPS September 1995 - June 1998
The Jacob Company 1997 - 1998
Education
The Ohio State University 1995 — 1998
Bachelor of Science, Actuarial Science
University of Arizona 1994 — 1995
No Degree, Mathmatics
William Carey University 1992 — 1993
No Degree, Mathmatics
US Airforce 1992 — 1992
No Degree, Avionics
University of Cincinnati 1989 — 1992
No Degree, Mechanical Engineering
Edison State Community College 1988 — 1989
NO Degree, Auto CAD/Engineering Design
The Ohio State University 1987 — 1989
No Degree, Physics / Philosophy / Mechanical Engineering
Sidney High School 1984 — 1987
Eric Penvose Eric Penvose's BISYS Fund Services Experience October 2004 - May 2007
Job General Manager at Diversified Management Corp.
Industry Environmental Services
Experience
Diversified Management Corp. April 2013 - Present
WOW Consulting, Inc. January 2012 - Present
Cornerstone Abatement & Demolition Co. May 2007 - January 2012
BISYS Fund Services October 2004 - May 2007
Skills
Identity, Corporate Identity, Identity Management, Ideation, Idea Generation, Financial Analysis, Financial Planning, Financial Reporting, Financial Management, Coaching, Executive Coaching, Lifestyle Coaching, Financial Coaching, Personality, Personal Finance, Sales Management, Business Analysis, Business Strategy, Business Intelligence, Business Planning, Business Management, New Business Development, Small Business, Small Business..., Board Development, Board Relations, Advisory Boards, Board Leadership, Executive Management, Golf, Safety, Safety Management, Sports, Social Media, Social Networking, Corporate Social..., Entrepreneurship, Entrepreneur, Social Entrepreneurship, Entrepreneurial Skills, Entrepreneurial..., Entrepreneurial..., Business Development, Leadership, Managerial Finance, Team Building, Management, Strategic Financial..., Project Planning, Investments
Education
University of South Florida - College of Business Administration 1995 — 2001
Bachelor of Science, Finance
Diversified Management Corp. April 2013 - Present
WOW Consulting, Inc. January 2012 - Present
Cornerstone Abatement & Demolition Co. May 2007 - January 2012
BISYS Fund Services October 2004 - May 2007
Skills
Identity, Corporate Identity, Identity Management, Ideation, Idea Generation, Financial Analysis, Financial Planning, Financial Reporting, Financial Management, Coaching, Executive Coaching, Lifestyle Coaching, Financial Coaching, Personality, Personal Finance, Sales Management, Business Analysis, Business Strategy, Business Intelligence, Business Planning, Business Management, New Business Development, Small Business, Small Business..., Board Development, Board Relations, Advisory Boards, Board Leadership, Executive Management, Golf, Safety, Safety Management, Sports, Social Media, Social Networking, Corporate Social..., Entrepreneurship, Entrepreneur, Social Entrepreneurship, Entrepreneurial Skills, Entrepreneurial..., Entrepreneurial..., Business Development, Leadership, Managerial Finance, Team Building, Management, Strategic Financial..., Project Planning, Investments
Education
University of South Florida - College of Business Administration 1995 — 2001
Bachelor of Science, Finance
Adam Hawk Adam Hawk's BISYS Fund Services Experience March 2003 - June 2005
Job Senior Financial Analyst at Safelite AutoGlass
Industry Retail
Experience
Safelite AutoGlass October 2014 - Present
Safelite AutoGlass May 2010 - October 2014
Big Lots June 2005 - May 2010
BISYS Fund Services March 2003 - June 2005
Skills
Financial Reporting, Financial Analysis, Financial Accounting, Accounting, Forecasting, Budgeting, Mergers & Acquisitions, Financial Modeling, Budgets, Process Improvement, Internal Controls, Strategic Financial..., P&L, Financial Planning
Education
The Ohio State University Fisher College of Business 1998 — 2002
Finance, Business
Safelite AutoGlass October 2014 - Present
Safelite AutoGlass May 2010 - October 2014
Big Lots June 2005 - May 2010
BISYS Fund Services March 2003 - June 2005
Skills
Financial Reporting, Financial Analysis, Financial Accounting, Accounting, Forecasting, Budgeting, Mergers & Acquisitions, Financial Modeling, Budgets, Process Improvement, Internal Controls, Strategic Financial..., P&L, Financial Planning
Education
The Ohio State University Fisher College of Business 1998 — 2002
Finance, Business
Lisa Pyles Lisa Pyles's BISYS Fund Services Experience August 2004 - November 2005
Job Finance Supervisor at Abbott
Industry Hospital & Health Care
Experience
Abbott April 2011 - Present
Abbott September 2007 - April 2011
Abbott November 2005 - September 2007
BISYS Fund Services August 2004 - November 2005
BISYS Fund Services July 2003 - August 2004
Skills
Finance, Financial Reporting, Forecasting, Financial Modeling, Process Improvement, Auditing, Managerial Finance, Budgets, Financial Planning, Internal Controls, Microsoft Excel, Sarbanes-Oxley Act, SAP, Financial Analysis
Education
Mount Union College 1999 — 2003
Bachelor's degree, Business Administration and Management, General
Abbott April 2011 - Present
Abbott September 2007 - April 2011
Abbott November 2005 - September 2007
BISYS Fund Services August 2004 - November 2005
BISYS Fund Services July 2003 - August 2004
Skills
Finance, Financial Reporting, Forecasting, Financial Modeling, Process Improvement, Auditing, Managerial Finance, Budgets, Financial Planning, Internal Controls, Microsoft Excel, Sarbanes-Oxley Act, SAP, Financial Analysis
Education
Mount Union College 1999 — 2003
Bachelor's degree, Business Administration and Management, General
Kristine (Hoff) Rozan Kristine (Hoff) Rozan's BISYS Fund Services Experience 1994 - 1996
Job Senior Vice President at Citigroup
Industry Financial Services
Experience
Citi Global Wealth Management, Global Consumer Bank 2014 - Present
Citi Private Bank 2006 - 2014
JPMorgan Invest 2004 - 2006
Chase Financial Services 2003 - 2004
J.P. Morgan Asset Management 1999 - 2002
J.P. Morgan Investment Management 1996 - 1999
BISYS Fund Services 1994 - 1996
Guerard Viala (CPA firm) 1991 - 1993
Skills
Product Management, Mutual Funds, ETFs, Key Client Relationships, Investments, Unified Managed Accounts, Separately Managed..., Liquid Alternatives, Institutional..., Wealth Management, High Net Worth..., Retail, Vendor Relations, 529 Plans, Offshore Funds, Product Development, Organizational..., Analysis, Qualified Retirement..., Private Bank, Series 7, Asset Management, College Savings Plans, Portfolio Management, Equities, Fixed Income, Investment Counseling, Financial Services, French, Information Technology, Pricing, Risk Analysis, Data Analysis
Education
State University of New York College at Oswego 1986 — 1990
Bachelor's degree, Accounting, French
Université Paris-Sorbonne 1988 — 1989
French Language and Literature
Citi Global Wealth Management, Global Consumer Bank 2014 - Present
Citi Private Bank 2006 - 2014
JPMorgan Invest 2004 - 2006
Chase Financial Services 2003 - 2004
J.P. Morgan Asset Management 1999 - 2002
J.P. Morgan Investment Management 1996 - 1999
BISYS Fund Services 1994 - 1996
Guerard Viala (CPA firm) 1991 - 1993
Skills
Product Management, Mutual Funds, ETFs, Key Client Relationships, Investments, Unified Managed Accounts, Separately Managed..., Liquid Alternatives, Institutional..., Wealth Management, High Net Worth..., Retail, Vendor Relations, 529 Plans, Offshore Funds, Product Development, Organizational..., Analysis, Qualified Retirement..., Private Bank, Series 7, Asset Management, College Savings Plans, Portfolio Management, Equities, Fixed Income, Investment Counseling, Financial Services, French, Information Technology, Pricing, Risk Analysis, Data Analysis
Education
State University of New York College at Oswego 1986 — 1990
Bachelor's degree, Accounting, French
Université Paris-Sorbonne 1988 — 1989
French Language and Literature
Benji Hammond's BISYS Fund Services Experience June 2004 - September 2004
Job Manager eCommerce Technical Operations at Abercrombie & Fitch
Industry Information Technology and Services
Experience
Abercrombie & Fitch December 2011 - Present
JPMorgan Chase August 2011 - December 2011
Deloitte February 2011 - August 2011
MySpace February 2008 - January 2011
Yahoo! November 2006 - February 2008
BMW Financial Services September 2004 - October 2006
BISYS Fund Services June 2004 - September 2004
Cardinal Health February 2003 - June 2004
Bank One February 2003 - February 2003
Connextions May 2002 - January 2003
Skills
Web Operations, IT Infrastructure..., Site Reliability..., Site Operations, IT Infrastructure Design, E-commerce, Release Engineering, Technical Leadership, Web Applications, Website Administration, IT Infrastructure..., Website Development, Operations Management, Retail, IBM Websphere Commerce, Web Development, Akamai, System Architecture, Databases, Microsoft SQL Server, SQL, Data Warehousing, Disaster Recovery, Database Design, Performance Tuning, Data Modeling, High Availability, Servers, SSIS, System Administration, SSRS, SAN, T-SQL, Database Administration, SDLC, Mirroring, Distributed Systems, Enterprise Architecture, Leadership, 2008 R2, Business Continuity, IT Management, IT Operations, Team Management, IT Strategy, Windows Server, DB2, Information Architecture
Education
University of Notre Dame 1994 — 1998
BBA, MIS
Abercrombie & Fitch December 2011 - Present
JPMorgan Chase August 2011 - December 2011
Deloitte February 2011 - August 2011
MySpace February 2008 - January 2011
Yahoo! November 2006 - February 2008
BMW Financial Services September 2004 - October 2006
BISYS Fund Services June 2004 - September 2004
Cardinal Health February 2003 - June 2004
Bank One February 2003 - February 2003
Connextions May 2002 - January 2003
Skills
Web Operations, IT Infrastructure..., Site Reliability..., Site Operations, IT Infrastructure Design, E-commerce, Release Engineering, Technical Leadership, Web Applications, Website Administration, IT Infrastructure..., Website Development, Operations Management, Retail, IBM Websphere Commerce, Web Development, Akamai, System Architecture, Databases, Microsoft SQL Server, SQL, Data Warehousing, Disaster Recovery, Database Design, Performance Tuning, Data Modeling, High Availability, Servers, SSIS, System Administration, SSRS, SAN, T-SQL, Database Administration, SDLC, Mirroring, Distributed Systems, Enterprise Architecture, Leadership, 2008 R2, Business Continuity, IT Management, IT Operations, Team Management, IT Strategy, Windows Server, DB2, Information Architecture
Education
University of Notre Dame 1994 — 1998
BBA, MIS
Mary Fran Pincher's BISYS Fund Services Experience 2001 - 2004
Job Vice President at Wellington Management Company, LLP
Industry Investment Management
Experience
Wellington Management Company, LLP May 2004 - Present
BISYS Fund Services 2001 - 2004
Winklevoss January 2000 - May 2001
NorthStar Investment Management November 1997 - December 1999
Shearman and Sterling February 1997 - November 1997
Kaplan 1994 - 1997
Edwards & Angell July 1991 - April 1994
Education
Providence College 1987 — 1991
BA, History
St Bernard High School 1983 — 1987
Wellington Management Company, LLP May 2004 - Present
BISYS Fund Services 2001 - 2004
Winklevoss January 2000 - May 2001
NorthStar Investment Management November 1997 - December 1999
Shearman and Sterling February 1997 - November 1997
Kaplan 1994 - 1997
Edwards & Angell July 1991 - April 1994
Education
Providence College 1987 — 1991
BA, History
St Bernard High School 1983 — 1987
Doug Hatton's BISYS Fund Services Experience March 2000 - May 2001
Job Higher Education Account Representative at STRS Ohio
Industry Financial Services
Experience
STRS Ohio 2010 - Present
BISYS Fund Services March 2000 - May 2001
Education
The Ohio State University Fisher College of Business 1995 — 2000
STRS Ohio 2010 - Present
BISYS Fund Services March 2000 - May 2001
Education
The Ohio State University Fisher College of Business 1995 — 2000
Benjamin Sloas's BISYS Fund Services Experience Vice PresidentCitiJanuary 2009 - Present
Job Vice President at Citi
Industry Financial Services
Experience
BISYS Fund Services Vice PresidentCitiJanuary 2009 - Present
Citigroup 2009 - Present
Citi Fund Services 2006 - Present
Education
The Ohio State University 1993 — 1997
BISYS Fund Services Vice PresidentCitiJanuary 2009 - Present
Citigroup 2009 - Present
Citi Fund Services 2006 - Present
Education
The Ohio State University 1993 — 1997
Damian McRae's BISYS Fund Services Experience January 2000 - September 2006
Job Telecommunication Network Engineer at Lockheed Martin
Industry Telecommunications
Experience
Lockheed Martin January 2010 - Present
Lockheed Martin Information Technology June 2007 - January 2012
BISYS Fund Services January 2000 - September 2006
Nationwide Insurance April 1998 - January 2000
the Ohio Auto Club June 1996 - April 1998
Skills
VoIP
Education
Pine Bush Central High School
High School Diploma
The Ohio State University
Lockheed Martin January 2010 - Present
Lockheed Martin Information Technology June 2007 - January 2012
BISYS Fund Services January 2000 - September 2006
Nationwide Insurance April 1998 - January 2000
the Ohio Auto Club June 1996 - April 1998
Skills
VoIP
Education
Pine Bush Central High School
High School Diploma
The Ohio State University
Julie DiAngelis's BISYS Fund Services Experience 1994 - 2000
Job Accounts Payable Supervisor
Industry Libraries
Experience
Dublin Reiki & Reflexology September 2011 - Present
OCLC Inc September 2001 - Present
SubmitOrder.com 2000 - 2001
Bisys Fund Services 1994 - 2000
Education
University of California, Riverside
BA
Dublin Reiki & Reflexology September 2011 - Present
OCLC Inc September 2001 - Present
SubmitOrder.com 2000 - 2001
Bisys Fund Services 1994 - 2000
Education
University of California, Riverside
BA
Troy Huliba's BISYS Fund Services Experience March 1995 - August 2007
Job Senior Vice President, Relationship Management at Citi
Industry Financial Services
Experience
Citi August 2007 - Present
BISYS Fund Services March 1995 - August 2007
Skills
Trading, Alternative Investments, Financial Services, Relationship Management, Equities, Securities, Middle Office, Mutual Funds, Asset Management, Settlement, Business Analysis, Account Reconciliation, Portfolio Management, Hedge Funds, Banking, Fund Administration, Fund Accounting, Financial Analysis, Fixed Income, Derivatives, Bloomberg, Fund Of Funds, Investments, Series 7, Series 63, Investment Management, Back Office, ETFs, Wealth Management, Bonds, FINRA, Global Custody, Corporate Actions, Series 24, Capital Markets, Separately Managed..., Financial Risk
Education
The Ohio State University Fisher College of Business 1989 — 1994
BSBA, Accounting & Finance
Citi August 2007 - Present
BISYS Fund Services March 1995 - August 2007
Skills
Trading, Alternative Investments, Financial Services, Relationship Management, Equities, Securities, Middle Office, Mutual Funds, Asset Management, Settlement, Business Analysis, Account Reconciliation, Portfolio Management, Hedge Funds, Banking, Fund Administration, Fund Accounting, Financial Analysis, Fixed Income, Derivatives, Bloomberg, Fund Of Funds, Investments, Series 7, Series 63, Investment Management, Back Office, ETFs, Wealth Management, Bonds, FINRA, Global Custody, Corporate Actions, Series 24, Capital Markets, Separately Managed..., Financial Risk
Education
The Ohio State University Fisher College of Business 1989 — 1994
BSBA, Accounting & Finance
Lloyd Creeger's BISYS Fund Services Experience March 1999 - August 2007
Job Business Analyst at SunGard Investor Services
Industry Financial Services
Experience
SunGard Investor Services April 2015 - Present
Citi February 2009 - March 2015
Citi Group August 2007 - January 2009
BISYS Fund Services March 1999 - August 2007
Air National Guard December 1996 - December 2002
BISYS Fund Services June 1998 - September 1998
Army National Guard December 1992 - December 1996
Skills
Mutual Funds, Banking, Financial Services, Securities, Risk Management, Analysis, Investments, Relationship Management, Business Analysis, Portfolio Management, Financial Analysis, Equities, Finance, Wealth Management, Asset Management, Hedge Funds, Financial Risk
Education
The Ohio State University 1995 — 1999
Bachelor of Science (B.S.), Accounting and Finance
St. Wendelin 1990 — 1994
SunGard Investor Services April 2015 - Present
Citi February 2009 - March 2015
Citi Group August 2007 - January 2009
BISYS Fund Services March 1999 - August 2007
Air National Guard December 1996 - December 2002
BISYS Fund Services June 1998 - September 1998
Army National Guard December 1992 - December 1996
Skills
Mutual Funds, Banking, Financial Services, Securities, Risk Management, Analysis, Investments, Relationship Management, Business Analysis, Portfolio Management, Financial Analysis, Equities, Finance, Wealth Management, Asset Management, Hedge Funds, Financial Risk
Education
The Ohio State University 1995 — 1999
Bachelor of Science (B.S.), Accounting and Finance
St. Wendelin 1990 — 1994
Suzanne Sheets's BISYS Fund Services Experience December 1996 - 2010
Job Systems Integrator, VP at BNY Mellon
Industry Financial Services
Experience
BNY Mellon October 2010 - Present
Citi 1997 - May 2010
BISYS Fund Services December 1996 - 2010
ExecuTrain September 1992 - December 1996
Education
The Ohio State University Fisher College of Business 1988 — 1993
BA, Marketing
BNY Mellon October 2010 - Present
Citi 1997 - May 2010
BISYS Fund Services December 1996 - 2010
ExecuTrain September 1992 - December 1996
Education
The Ohio State University Fisher College of Business 1988 — 1993
BA, Marketing
Kelli King's BISYS Fund Services Experience July 2005 - June 2007
Job Quality Assurance Analyst at CareWorks Tech
Industry Information Technology and Services
Experience
CareWorks Tech January 2014 - Present
BPL Global March 2010 - December 2013
Resource Interactive December 2009 - March 2010
e-Play, LLC August 2009 - November 2009
Bellatore Financial October 2008 - April 2009
Nationwide Advisory Services July 2007 - September 2008
BISYS Fund Services July 2005 - June 2007
BISYS Fund Services September 2003 - July 2005
Skills
XML, Java, Software Quality..., Software Development, Databases, JavaScript, Microsoft SQL Server, Linux, Scrum, Web Services, Troubleshooting, Subversion, Integration, MySQL, Manual Testing, Test Driven Development, JIRA, Requirements Gathering, REST
Education
The Ohio State University
BA, Comparative Studies
CareWorks Tech January 2014 - Present
BPL Global March 2010 - December 2013
Resource Interactive December 2009 - March 2010
e-Play, LLC August 2009 - November 2009
Bellatore Financial October 2008 - April 2009
Nationwide Advisory Services July 2007 - September 2008
BISYS Fund Services July 2005 - June 2007
BISYS Fund Services September 2003 - July 2005
Skills
XML, Java, Software Quality..., Software Development, Databases, JavaScript, Microsoft SQL Server, Linux, Scrum, Web Services, Troubleshooting, Subversion, Integration, MySQL, Manual Testing, Test Driven Development, JIRA, Requirements Gathering, REST
Education
The Ohio State University
BA, Comparative Studies
Rob Rollyson's BISYS Fund Services Experience September 1994 - August 2007
Job SVP, Business Unit Manager at Citi
Industry Financial Services
Experience
Citi August 2007 - Present
BISYS Fund Services September 1994 - August 2007
Safelite Auto Glass June 1992 - September 1994
Skills
Fund Accounting, Mutual Funds, Fund Administration, Financial Reporting, Corporate Actions, Financial Services, Securities
Education
The Ohio State University 1988 — 1993
BSBA, Finance
Citi August 2007 - Present
BISYS Fund Services September 1994 - August 2007
Safelite Auto Glass June 1992 - September 1994
Skills
Fund Accounting, Mutual Funds, Fund Administration, Financial Reporting, Corporate Actions, Financial Services, Securities
Education
The Ohio State University 1988 — 1993
BSBA, Finance
Michelle Windsheimer's BISYS Fund Services Experience May 2006 - May 2007
Job Director of Operations at Medical Benefits Newtork, Inc.
Industry Information Technology and Services
Experience
Medical Benefits Newtork, Inc. December 2011 - Present
Benchmark Investments February 2011 - September 2012
Chartiers Valley School District September 2009 - December 2011
Financial Services Consultant January 2008 - December 2008
BISYS Fund Services May 2006 - May 2007
BISYS Fund Services, Inc. December 2004 - May 2006
BISYS Fund Services, Inc. December 2003 - December 2004
BISYS Fund Services February 2001 - December 2003
BISYS Fund Services, Inc. December 1997 - February 2001
BISYS Fund Services, Inc. November 1992 - December 1997
Skills
Process Improvement, SDLC, Analysis, Management, Business Requirements, Product Management, Executive Management, Business Analysis, Vendor Management, Risk Management, Operations Management, Project Management, Information Technology, Requirements Gathering, Software Documentation, Training, Relationship Management, Back Office, Education, Client Relations
Education
Robert Morris University 2007 — 2009
Master of Science, Business, Computer & Information Technology Education
Robert Morris University 1988 — 1992
Bachelor of Science, Computer Information Systems
Medical Benefits Newtork, Inc. December 2011 - Present
Benchmark Investments February 2011 - September 2012
Chartiers Valley School District September 2009 - December 2011
Financial Services Consultant January 2008 - December 2008
BISYS Fund Services May 2006 - May 2007
BISYS Fund Services, Inc. December 2004 - May 2006
BISYS Fund Services, Inc. December 2003 - December 2004
BISYS Fund Services February 2001 - December 2003
BISYS Fund Services, Inc. December 1997 - February 2001
BISYS Fund Services, Inc. November 1992 - December 1997
Skills
Process Improvement, SDLC, Analysis, Management, Business Requirements, Product Management, Executive Management, Business Analysis, Vendor Management, Risk Management, Operations Management, Project Management, Information Technology, Requirements Gathering, Software Documentation, Training, Relationship Management, Back Office, Education, Client Relations
Education
Robert Morris University 2007 — 2009
Master of Science, Business, Computer & Information Technology Education
Robert Morris University 1988 — 1992
Bachelor of Science, Computer Information Systems
Scott Braskett's BISYS Fund Services Experience 1995 - 1999
Job Vice President at JPMorgan Chase
Industry Internet
Experience
JPMorgan Chase October 2004 - Present
City of Upper Arlington June 1999 - October 2004
BISYS Fund Services 1995 - 1999
Skills
IT Strategy, SDLC, IT Management, Disaster Recovery, Strategic Planning, Vendor Management, SharePoint, Business Continuity, Team Building, Enterprise Architecture, Program Management, Data Center, Business Analysis, Leadership, IT Operations, ITIL, Process Improvement, Technology Management, Management, Service Delivery, Information Technology, Integration, Risk Management, Project Portfolio..., Business Intelligence, Cross-functional Team..., Infrastructure, PMO, Business Process..., Enterprise Software, Software Project..., SaaS, Project Management, Requirements Analysis, Visio, Project Delivery, Requirements Gathering
Education
The Ohio State University - The Max M. Fisher College of Business 2009 — 2011
Master of Business Administration (M.B.A.)
The Ohio State University - The Max M. Fisher College of Business 1992 — 1994
BS, Finance
University of Missouri-Saint Louis 1990 — 1992
Business Administration and Management, General
Dorman High
Dorman High
JPMorgan Chase October 2004 - Present
City of Upper Arlington June 1999 - October 2004
BISYS Fund Services 1995 - 1999
Skills
IT Strategy, SDLC, IT Management, Disaster Recovery, Strategic Planning, Vendor Management, SharePoint, Business Continuity, Team Building, Enterprise Architecture, Program Management, Data Center, Business Analysis, Leadership, IT Operations, ITIL, Process Improvement, Technology Management, Management, Service Delivery, Information Technology, Integration, Risk Management, Project Portfolio..., Business Intelligence, Cross-functional Team..., Infrastructure, PMO, Business Process..., Enterprise Software, Software Project..., SaaS, Project Management, Requirements Analysis, Visio, Project Delivery, Requirements Gathering
Education
The Ohio State University - The Max M. Fisher College of Business 2009 — 2011
Master of Business Administration (M.B.A.)
The Ohio State University - The Max M. Fisher College of Business 1992 — 1994
BS, Finance
University of Missouri-Saint Louis 1990 — 1992
Business Administration and Management, General
Dorman High
Dorman High
Tina Merz's BISYS Fund Services Experience September 2001 - June 2002
Job
Industry Retail
Experience
LBrands March 2010 - Present
Bath & Body Works August 2005 - March 2010
Bath & Body Works May 2002 - July 2005
BISYS Fund Services September 2001 - June 2002
Structure September 1999 - June 2001
Structure March 1998 - September 1999
Structure June 1993 - September 1998
Skills
Loss Prevention, Retail, Customer Service, Outlook, PowerPoint, Microsoft Word, Inventory Control, Leadership, Store Operations, Shrinkage, Organized Retail Crime, Asset Protection, Training, Inventory Management, Merchandising, Team Building
Education
The Ohio State University 2003 — 2009
Bachelor of Arts, Criminology
LBrands March 2010 - Present
Bath & Body Works August 2005 - March 2010
Bath & Body Works May 2002 - July 2005
BISYS Fund Services September 2001 - June 2002
Structure September 1999 - June 2001
Structure March 1998 - September 1999
Structure June 1993 - September 1998
Skills
Loss Prevention, Retail, Customer Service, Outlook, PowerPoint, Microsoft Word, Inventory Control, Leadership, Store Operations, Shrinkage, Organized Retail Crime, Asset Protection, Training, Inventory Management, Merchandising, Team Building
Education
The Ohio State University 2003 — 2009
Bachelor of Arts, Criminology
Cynthia Lee Lindsey's BISYS Fund Services Experience January 1993 - February 2006
Job Vice President at J.P. Morgan
Industry Banking
Experience
J.P. Morgan December 2006 - Present
BISYS Fund Services January 1993 - February 2006
The Winsbury Company June 1987 - January 1993
Skills
Management, Leadership, Securities, Accounting, Relationship Management, Account Reconciliation, Employee Benefits, Asset Allocation, Mutual Funds, Financial Services, Investments
Education
The Ohio State University - The Max M. Fisher College of Business 1975 — 1981
Bachelor of Science (B.S.), Accounting and Finance
J.P. Morgan December 2006 - Present
BISYS Fund Services January 1993 - February 2006
The Winsbury Company June 1987 - January 1993
Skills
Management, Leadership, Securities, Accounting, Relationship Management, Account Reconciliation, Employee Benefits, Asset Allocation, Mutual Funds, Financial Services, Investments
Education
The Ohio State University - The Max M. Fisher College of Business 1975 — 1981
Bachelor of Science (B.S.), Accounting and Finance
Hugh Fanning's BISYS Fund Services Experience 1992 - 1998
Job VP, Workplace Managed Accounts at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments March 2013 - Present
Fidelity Investments July 2007 - February 2013
Bank of America 2002 - 2006
Columbia Management 2002 - 2006
Fidelity Investments 1998 - 2001
BISYS Fund Services 1992 - 1998
Skills
Mutual Funds, Financial Services, Series 7, Asset Management, Investments, Competitive Analysis, Product Management, Marketing Strategy, Asset Allocation, Marketing Communications, Direct Marketing, Marketing
Education
Pitzer College
Bachelor of Arts (B.A.), Sociology
Fidelity Investments March 2013 - Present
Fidelity Investments July 2007 - February 2013
Bank of America 2002 - 2006
Columbia Management 2002 - 2006
Fidelity Investments 1998 - 2001
BISYS Fund Services 1992 - 1998
Skills
Mutual Funds, Financial Services, Series 7, Asset Management, Investments, Competitive Analysis, Product Management, Marketing Strategy, Asset Allocation, Marketing Communications, Direct Marketing, Marketing
Education
Pitzer College
Bachelor of Arts (B.A.), Sociology
Angela Virnig's BISYS Fund Services Experience 2001 - 2001
Job Business Analyst at Healthland
Industry Computer Software
Experience
Healthland April 2012 - Present
Healthland January 2005 - April 2012
NBS Technologies (formerly UBiQ Incorporated) September 2001 - January 2005
BISYS Fund Services 2001 - 2001
Skills
Process Improvement, Quality Assurance, Requirements Analysis, Scrum, Agile Methodologies, SQL, Microsoft SQL Server, Business Analysis, SDLC, Healthcare Information..., Software Quality..., Software Documentation, JIRA, Test Management, Healthcare, Meaningful Use, EHR
Education
Lake Superior College 1996 — 1997
A.A.S, Physical Therapy Assisting
Brown Institute
Certification, PC/LAN
University of Minnesota Duluth
B.A.S, Psychology
Healthland April 2012 - Present
Healthland January 2005 - April 2012
NBS Technologies (formerly UBiQ Incorporated) September 2001 - January 2005
BISYS Fund Services 2001 - 2001
Skills
Process Improvement, Quality Assurance, Requirements Analysis, Scrum, Agile Methodologies, SQL, Microsoft SQL Server, Business Analysis, SDLC, Healthcare Information..., Software Quality..., Software Documentation, JIRA, Test Management, Healthcare, Meaningful Use, EHR
Education
Lake Superior College 1996 — 1997
A.A.S, Physical Therapy Assisting
Brown Institute
Certification, PC/LAN
University of Minnesota Duluth
B.A.S, Psychology
Ryan Babb's BISYS Fund Services Experience July 2003 - August 2004
Job Senior Financial Analyst at Case Western Reserve University
Industry Financial Services
Experience
Case Western Reserve University December 2009 - Present
KeyCorp February 2007 - November 2009
KeyCorp August 2004 - February 2007
BISYS Fund Services July 2003 - August 2004
BISYS Fund Services June 2000 - July 2003
Skills
Financial Reporting, Financial Modeling, Financial Analysis, Bloomberg, Budgets, Banking, Corporate Finance, Mutual Funds, Analysis, Strategic Financial..., Finance, Accounting, Variance Analysis, General Ledger, Account Reconciliation
Education
Case Western Reserve University - Weatherhead School of Management 2012 — 2015
Master of Business Administration (MBA)
The Ohio State University Fisher College of Business 1996 — 2000
B.S. in Business Administration, Finance
The University of Findlay 1995 — 1996
Findlay High School 1991 — 1995
Case Western Reserve University December 2009 - Present
KeyCorp February 2007 - November 2009
KeyCorp August 2004 - February 2007
BISYS Fund Services July 2003 - August 2004
BISYS Fund Services June 2000 - July 2003
Skills
Financial Reporting, Financial Modeling, Financial Analysis, Bloomberg, Budgets, Banking, Corporate Finance, Mutual Funds, Analysis, Strategic Financial..., Finance, Accounting, Variance Analysis, General Ledger, Account Reconciliation
Education
Case Western Reserve University - Weatherhead School of Management 2012 — 2015
Master of Business Administration (MBA)
The Ohio State University Fisher College of Business 1996 — 2000
B.S. in Business Administration, Finance
The University of Findlay 1995 — 1996
Findlay High School 1991 — 1995
Sara Braskett's BISYS Fund Services Experience February 1998 - February 2003
Job Vice President and Product Relationship Manager Citi
Industry Financial Services
Experience
Citi Fund Services September 2007 - Present
BISYS Fund Services February 1998 - February 2003
Education
The Ohio State University 1991 — 1995
Citi Fund Services September 2007 - Present
BISYS Fund Services February 1998 - February 2003
Education
The Ohio State University 1991 — 1995
Brian Schuman's BISYS Fund Services Experience April 2002 - August 2004
Job
Industry Information Technology and Services
Experience
Cranel Imaging August 2004 - Present
BISYS Fund Services April 2002 - August 2004
Choice One Communications February 2000 - June 2001
Skills
Document Management, Document Imaging, Enterprise Content..., Management, Solution Selling, Account Management
Education
The Ohio State University 1996 — 2000
Cranel Imaging August 2004 - Present
BISYS Fund Services April 2002 - August 2004
Choice One Communications February 2000 - June 2001
Skills
Document Management, Document Imaging, Enterprise Content..., Management, Solution Selling, Account Management
Education
The Ohio State University 1996 — 2000
Vanessa Davis, PMP's BISYS Fund Services Experience 2002 - 2004
Job Experienced Information and Project Analyst
Industry Utilities
Experience
American Electric Power September 2010 - Present
BISYS Fund Services 2002 - 2004
BISYS Fund Services 2002 - 2004
BISYS Fund Services 2002 - 2004
Skills
Process Improvement, Visio, SDLC, PMP, Business Analysis, SharePoint, Requirements Gathering, Leadership, NERC, Business Process..., Business Process
Education
The Ohio State University Fisher College of Business 1992 — 1998
BSBA, Accounting
American Electric Power September 2010 - Present
BISYS Fund Services 2002 - 2004
BISYS Fund Services 2002 - 2004
BISYS Fund Services 2002 - 2004
Skills
Process Improvement, Visio, SDLC, PMP, Business Analysis, SharePoint, Requirements Gathering, Leadership, NERC, Business Process..., Business Process
Education
The Ohio State University Fisher College of Business 1992 — 1998
BSBA, Accounting
Dan Macbeth's BISYS Fund Services Experience January 2004 - April 2006
Job Senior associate at BNYMellon
Industry Accounting
Experience
Bank of New York Mellon April 2006 - Present
BISYS Fund Services January 2004 - April 2006
Skills
Fund Accounting, Mutual Funds, Financial Analysis, Financial Reporting, Accounting, Internal Controls, Auditing, Internal Audit, Account Reconciliation, US GAAP, Corporate Finance, Valuation, GAAP, Due Diligence, Finance, Financial Statements
Education
University of Mount Union 1999 — 2003
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Bank of New York Mellon April 2006 - Present
BISYS Fund Services January 2004 - April 2006
Skills
Fund Accounting, Mutual Funds, Financial Analysis, Financial Reporting, Accounting, Internal Controls, Auditing, Internal Audit, Account Reconciliation, US GAAP, Corporate Finance, Valuation, GAAP, Due Diligence, Finance, Financial Statements
Education
University of Mount Union 1999 — 2003
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Charlie Sweeney's BISYS Fund Services Experience November 1997 - December 2004
Job
Industry International Trade and Development
Experience
AXXIS FINANCIAL GROUP & GLOBAL PARTNERS INS January 2002 - Present
Pacific Global Equities Ltd August 2009 - Present
ProtoStar Ltd January 2003 - August 2009
BISYS Fund Services November 1997 - December 2004
Jardine Matheson January 1994 - December 1997
J&H and Sedgwick 1990 - 1996
Education
Saint Joseph's University - Erivan K. Haub School of Business
BS, Economics
AXXIS FINANCIAL GROUP & GLOBAL PARTNERS INS January 2002 - Present
Pacific Global Equities Ltd August 2009 - Present
ProtoStar Ltd January 2003 - August 2009
BISYS Fund Services November 1997 - December 2004
Jardine Matheson January 1994 - December 1997
J&H and Sedgwick 1990 - 1996
Education
Saint Joseph's University - Erivan K. Haub School of Business
BS, Economics
Luke Mattey's BISYS Fund Services Experience November 2001 - November 2006
Job Manager, Fixed Income Fund Accounting at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price January 2015 - Present
T. Rowe Price July 2008 - December 2014
T. Rowe Price December 2006 - July 2008
BISYS Fund Services November 2001 - November 2006
The Ohio State University November 1997 - November 2001
Skills
Mutual Funds, Securities, Portfolio Management, Fund Accounting, Investments, Bloomberg, Asset Management, Fixed Income, Financial Statements, Alternative Investments, Series 63, Valuation, Fund Of Funds, Fund Administration, Series 7, Equities, Financial Analysis, Hedge Funds, Financial Services, Bloomberg Terminal, Corporate Actions, Financial Modeling, Derivatives, ETFs, Asset Allocation, Wealth Management
Education
The Ohio State University 1996 — 2001
BS, Family Financial Management
The Ohio State University 1996 — 2001
Bachelor's Degree, Family Financial Management
T. Rowe Price January 2015 - Present
T. Rowe Price July 2008 - December 2014
T. Rowe Price December 2006 - July 2008
BISYS Fund Services November 2001 - November 2006
The Ohio State University November 1997 - November 2001
Skills
Mutual Funds, Securities, Portfolio Management, Fund Accounting, Investments, Bloomberg, Asset Management, Fixed Income, Financial Statements, Alternative Investments, Series 63, Valuation, Fund Of Funds, Fund Administration, Series 7, Equities, Financial Analysis, Hedge Funds, Financial Services, Bloomberg Terminal, Corporate Actions, Financial Modeling, Derivatives, ETFs, Asset Allocation, Wealth Management
Education
The Ohio State University 1996 — 2001
BS, Family Financial Management
The Ohio State University 1996 — 2001
Bachelor's Degree, Family Financial Management
Elise Elman's BISYS Fund Services Experience January 1996 - May 1997
Job Legal Secretary at Kegler Brown Hill & Ritter
Industry Legal Services
Experience
Kegler Brown Hill & Ritter May 1997 - Present
BISYS Fund Services January 1996 - May 1997
Porter Wright Morris & Arthur LLP May 1988 - January 1996
Weltman, Weinberg & Reis Co., LPA June 1984 - May 1988
Education
University of Dayton 1980 — 1984
Bachelor of Arts (B.A.), English Language and Literature/Letters, Cum Laude
Kegler Brown Hill & Ritter May 1997 - Present
BISYS Fund Services January 1996 - May 1997
Porter Wright Morris & Arthur LLP May 1988 - January 1996
Weltman, Weinberg & Reis Co., LPA June 1984 - May 1988
Education
University of Dayton 1980 — 1984
Bachelor of Arts (B.A.), English Language and Literature/Letters, Cum Laude
Erin Keating's BISYS Fund Services Experience August 2005 - September 2006
Job Associate Manager at SS&C Globeop
Industry Accounting
Experience
SS&C GlobeOp June 2015 - Present
Rho Capital Partners January 2010 - May 2015
Veronis Suhler Stevenson March 2007 - June 2009
HSBC October 2006 - February 2007
BISYS Fund Services August 2005 - September 2006
SEI Investments August 2004 - August 2005
SEI Investments April 2003 - July 2004
SEI Investments July 2000 - March 2003
GEFA 1999 - 1999
Skills
Reconciliation, Valuation, Fund Accounting, Hedge Funds, Financial Analysis, Account Reconciliation
Education
Philadelphia University 1996 — 2000
BS, Accounting
SS&C GlobeOp June 2015 - Present
Rho Capital Partners January 2010 - May 2015
Veronis Suhler Stevenson March 2007 - June 2009
HSBC October 2006 - February 2007
BISYS Fund Services August 2005 - September 2006
SEI Investments August 2004 - August 2005
SEI Investments April 2003 - July 2004
SEI Investments July 2000 - March 2003
GEFA 1999 - 1999
Skills
Reconciliation, Valuation, Fund Accounting, Hedge Funds, Financial Analysis, Account Reconciliation
Education
Philadelphia University 1996 — 2000
BS, Accounting
Mark Letizia's BISYS Fund Services Experience February 2004 - September 2006
Job Business Operations Coordinator at MDR of CNY
Industry Hospital & Health Care
Experience
MDR of CNY October 2006 - Present
MDR of CNY October 2006 - Present
BISYS Fund Services February 2004 - September 2006
Diagnostic Imaging Northest August 2001 - September 2003
Skills
Healthcare, Hospitals, Customer Service, Team Building, Customer Satisfaction, Health Insurance, Employee Benefits, Public Speaking, Recruiting, Microsoft Office, Training, Management, Strategic Planning, Coaching, Leadership Development, Sales Process, Social Media, Process Improvement, Leadership, Account Management, New Business Development, Outlook, Human Resources, Strategy, Microsoft Word, Business Process..., Business Planning, Budgets, Sales, Marketing, Salesforce.com, Sales Management, Medical Devices, Marketing Strategy
Education
Sacred Heart University 1997 — 2000
Bachelor of Science (B.S.), Sociology/Business
Syracuse University 1995 — 1996
Sociology and Business
MDR of CNY October 2006 - Present
MDR of CNY October 2006 - Present
BISYS Fund Services February 2004 - September 2006
Diagnostic Imaging Northest August 2001 - September 2003
Skills
Healthcare, Hospitals, Customer Service, Team Building, Customer Satisfaction, Health Insurance, Employee Benefits, Public Speaking, Recruiting, Microsoft Office, Training, Management, Strategic Planning, Coaching, Leadership Development, Sales Process, Social Media, Process Improvement, Leadership, Account Management, New Business Development, Outlook, Human Resources, Strategy, Microsoft Word, Business Process..., Business Planning, Budgets, Sales, Marketing, Salesforce.com, Sales Management, Medical Devices, Marketing Strategy
Education
Sacred Heart University 1997 — 2000
Bachelor of Science (B.S.), Sociology/Business
Syracuse University 1995 — 1996
Sociology and Business
Jenny Patton's BISYS Fund Services Experience July 1993 - May 1996
Job Senior Lecturer at The Ohio State University
Industry Writing and Editing
Experience
The Ohio State University August 2012 - Present
The Ohio State University September 2009 - June 2012
Freelance Copywriter May 1998 - August 2009
NationsBank Advisors, Inc May 1996 - April 1998
BISYS Fund Services July 1993 - May 1996
Pasadena Star News May 1991 - August 1991
Skills
Fiction, Non-fiction, Short Stories, Fiction Writing, Freelance Writing, Creative Writing, Copy Editing, Proofreading, Editing, Memoir, Teaching, Teaching Writing, Academic Writing, Grammar, Public Speaking, PowerPoint, Social Media, Microsoft Office, Microsoft Excel, Event Planning
Education
The Ohio State University 2009 — 2012
Master of Fine Arts (MFA), Creative Writing
Tulane University 1989 — 1993
Bachelor of Arts (B.A.), English Language and Literature, General
The Ohio State University August 2012 - Present
The Ohio State University September 2009 - June 2012
Freelance Copywriter May 1998 - August 2009
NationsBank Advisors, Inc May 1996 - April 1998
BISYS Fund Services July 1993 - May 1996
Pasadena Star News May 1991 - August 1991
Skills
Fiction, Non-fiction, Short Stories, Fiction Writing, Freelance Writing, Creative Writing, Copy Editing, Proofreading, Editing, Memoir, Teaching, Teaching Writing, Academic Writing, Grammar, Public Speaking, PowerPoint, Social Media, Microsoft Office, Microsoft Excel, Event Planning
Education
The Ohio State University 2009 — 2012
Master of Fine Arts (MFA), Creative Writing
Tulane University 1989 — 1993
Bachelor of Arts (B.A.), English Language and Literature, General
Brett Stansfield's BISYS Fund Services Experience June 2005 - December 2005
Job Vice President at Citi Hedge Fund Services North America, Inc. (subsidiary of Citi Group)
Industry Financial Services
Experience
Citi Hedge Fund Services North America, Inc. January 2012 - Present
Citi Hedge Fund Services (sub of CitiGroup) June 2008 - January 2013
GSC Group 2005 - 2008
BISYS Fund Services June 2005 - December 2005
Rothstein Kass August 2003 - June 2005
Skills
Fund Accounting, Valuation, Hedge Funds, Fixed Income, Alternative Investments, Financial Analysis, Fund Administration, Equities, Bloomberg, Fund Of Funds, Financial Reporting, Cash Management, Derivatives, Private Equity, Asset Management, Capital Markets, Investment Banking, Mutual Funds, Financial Services
Education
Rider University 1999 — 2003
Citi Hedge Fund Services North America, Inc. January 2012 - Present
Citi Hedge Fund Services (sub of CitiGroup) June 2008 - January 2013
GSC Group 2005 - 2008
BISYS Fund Services June 2005 - December 2005
Rothstein Kass August 2003 - June 2005
Skills
Fund Accounting, Valuation, Hedge Funds, Fixed Income, Alternative Investments, Financial Analysis, Fund Administration, Equities, Bloomberg, Fund Of Funds, Financial Reporting, Cash Management, Derivatives, Private Equity, Asset Management, Capital Markets, Investment Banking, Mutual Funds, Financial Services
Education
Rider University 1999 — 2003
Matthew Kamer's BISYS Fund Services Experience October 1999 - May 2003
Job Principal Tax Research Analyst at Progressive Insurance
Industry Insurance
Experience
Progressive Insurance June 2003 - Present
BISYS Fund Services October 1999 - May 2003
Conseco July 1997 - September 1999
Ernst & Young July 1994 - June 1997
KPMG September 1990 - May 1994
Skills
Corporate Tax, Tax Law, Insurance, Sarbanes-Oxley Act, Tax Accounting, Tax Returns, Tax Research
Education
The Ohio State University 1986 — 1990
Bachelor of Science in Business Administration, Accounting, Summa Cum Laude
Progressive Insurance June 2003 - Present
BISYS Fund Services October 1999 - May 2003
Conseco July 1997 - September 1999
Ernst & Young July 1994 - June 1997
KPMG September 1990 - May 1994
Skills
Corporate Tax, Tax Law, Insurance, Sarbanes-Oxley Act, Tax Accounting, Tax Returns, Tax Research
Education
The Ohio State University 1986 — 1990
Bachelor of Science in Business Administration, Accounting, Summa Cum Laude
Jason Naber's BISYS Fund Services Experience 1998 - 2004
Job Investment Officer Global Hedge Funds at School Employees Retirement System
Industry Financial Services
Experience
School Employees Retirement System February 2009 - Present
School Employees Retirement System May 2004 - January 2009
BISYS Fund Services 1998 - 2004
Skills
Hedge Funds, Alternative Investments, Portfolio Management, Due Diligence, Asset Management, Private Equity, Equities, Accounting Management, Asset Managment, Investments, Operations Management, Asset Allocation
Education
University of Iowa - Henry B. Tippie College of Business 1993 — 1997
BBA, Accounting
School Employees Retirement System February 2009 - Present
School Employees Retirement System May 2004 - January 2009
BISYS Fund Services 1998 - 2004
Skills
Hedge Funds, Alternative Investments, Portfolio Management, Due Diligence, Asset Management, Private Equity, Equities, Accounting Management, Asset Managment, Investments, Operations Management, Asset Allocation
Education
University of Iowa - Henry B. Tippie College of Business 1993 — 1997
BBA, Accounting
Don Inks's BISYS Fund Services Experience 1992 - 2001
Job Director at Victory Capital Management
Industry Financial Services
Experience
Victory Capital Management June 2001 - Present
BISYS Fund Services 1992 - 2001
Skills
Asset Management, Mutual Funds, Middle Office, FINRA
Education
The Ohio State University Fisher College of Business 1989 — 1991
BSBA, Finance
Victory Capital Management June 2001 - Present
BISYS Fund Services 1992 - 2001
Skills
Asset Management, Mutual Funds, Middle Office, FINRA
Education
The Ohio State University Fisher College of Business 1989 — 1991
BSBA, Finance
Kirk Cupp's BISYS Fund Services Experience 1996 - Present
Job Research Analyst at Citi
Industry Financial Services
Experience
Citi Research AnalystCiti
Bisys Fund Services 1996 - Present
Central Benefits 1985 - 1996
Education
The Ohio State University Fisher College of Business 1976 — 1980
BSBA, Finance; Insurance & Risk
Citi Research AnalystCiti
Bisys Fund Services 1996 - Present
Central Benefits 1985 - 1996
Education
The Ohio State University Fisher College of Business 1976 — 1980
BSBA, Finance; Insurance & Risk
Sherry Vivenzio's BISYS Fund Services Experience 2001 - 2005
Job Manager Business Solutions at American Express
Industry Financial Services
Experience
American Express May 2014 - Present
DMLT - Investment Cafe April 2012 - April 2014
State Street Alternative Investment Solutions 2008 - 2012
Mourant Fund Services 2005 - 2008
BISYS Fund Services 2001 - 2005
EisnerAmper LLP 1997 - 2001
Merck 1997 - 1997
Education
Rider University 1993 — 1997
BA, Accounting
American Express May 2014 - Present
DMLT - Investment Cafe April 2012 - April 2014
State Street Alternative Investment Solutions 2008 - 2012
Mourant Fund Services 2005 - 2008
BISYS Fund Services 2001 - 2005
EisnerAmper LLP 1997 - 2001
Merck 1997 - 1997
Education
Rider University 1993 — 1997
BA, Accounting
Joe Rivera's BISYS Fund Services Experience 2004 - 2006
Job CFO
Industry Financial Services
Experience
Caravel Management June 2011 - Present
Hull Capital October 2006 - May 2011
Bisys Fund Services 2004 - 2006
Rothstein Kass 1998 - 2004
Skills
Fund Of Funds, Equities, Hedge Funds, Alternative Investments, Fund Accounting, Due Diligence, Fund Administration, Private Equity, Valuation, Financial Modeling, GAAP, General Ledger, Financial Reporting, Fixed Income, Asset Management, Securities, SEC filings, Accounting
Education
University of Miami 1990 — 1994
Bachelor of Business Administration (BBA), Accounting
Saint Joseph Regional H.S. 1986 — 1990
Caravel Management June 2011 - Present
Hull Capital October 2006 - May 2011
Bisys Fund Services 2004 - 2006
Rothstein Kass 1998 - 2004
Skills
Fund Of Funds, Equities, Hedge Funds, Alternative Investments, Fund Accounting, Due Diligence, Fund Administration, Private Equity, Valuation, Financial Modeling, GAAP, General Ledger, Financial Reporting, Fixed Income, Asset Management, Securities, SEC filings, Accounting
Education
University of Miami 1990 — 1994
Bachelor of Business Administration (BBA), Accounting
Saint Joseph Regional H.S. 1986 — 1990
Allen Spirup's BISYS Fund Services Experience July 2005 - August 2007
Job Sr. Analyst at Citi Fund Services
Industry Financial Services
Experience
Citi February 2011 - Present
Citi January 2010 - February 2011
Citi July 2009 - January 2010
Citi August 2007 - July 2009
BISYS Fund Services July 2005 - August 2007
Skills
Hedge Funds, Securities, Alternative Investments, Fund Administration, Fund Accounting, Derivatives, Reconciliation, Distressed Debt, Mutual Funds, Investments, Account Reconciliation
Education
Pensacola Christian College 1999 — 2003
Bachelor of Science (B.S.), Business Management
Citi February 2011 - Present
Citi January 2010 - February 2011
Citi July 2009 - January 2010
Citi August 2007 - July 2009
BISYS Fund Services July 2005 - August 2007
Skills
Hedge Funds, Securities, Alternative Investments, Fund Administration, Fund Accounting, Derivatives, Reconciliation, Distressed Debt, Mutual Funds, Investments, Account Reconciliation
Education
Pensacola Christian College 1999 — 2003
Bachelor of Science (B.S.), Business Management
William Peddicord's BISYS Fund Services Experience 1996 - 2002
Job Agent at State Farm
Industry Banking
Experience
State Farm December 2011 - Present
Chase March 2009 - July 2011
Charity Newsies 2009 - 2011
Carleton Realty 2008 - 2011
JPMorgan Chase 2004 - 2008
BISYS Fund Services 1996 - 2002
Skills
Auctioneer, Notary Public, Series 6, Small Business Lending, Loans, Mortgage Banking, Retail Banking, Cash Management, Personal Banking, Mortgage Lending, Deposits, Lines Of Credit, Loan Origination, Residential Mortgages, Refinance, Loan Servicing, Cross Selling, Banking, Credit, Consumer Lending, Portfolio Management, Home Equity Loans, Customer Service, Leadership, Sales, Financial Analysis, Finance, Strategic Planning, Team Building, First Time Home Buyers, Investments, Branch Banking, Investment Properties, Risk Management, Credit Cards
Education
Hondros 2008 — 2008
Real Estate License, Real Estate
The Ohio State University 1990 — 1995
Newark High
State Farm December 2011 - Present
Chase March 2009 - July 2011
Charity Newsies 2009 - 2011
Carleton Realty 2008 - 2011
JPMorgan Chase 2004 - 2008
BISYS Fund Services 1996 - 2002
Skills
Auctioneer, Notary Public, Series 6, Small Business Lending, Loans, Mortgage Banking, Retail Banking, Cash Management, Personal Banking, Mortgage Lending, Deposits, Lines Of Credit, Loan Origination, Residential Mortgages, Refinance, Loan Servicing, Cross Selling, Banking, Credit, Consumer Lending, Portfolio Management, Home Equity Loans, Customer Service, Leadership, Sales, Financial Analysis, Finance, Strategic Planning, Team Building, First Time Home Buyers, Investments, Branch Banking, Investment Properties, Risk Management, Credit Cards
Education
Hondros 2008 — 2008
Real Estate License, Real Estate
The Ohio State University 1990 — 1995
Newark High
Amy Lenhart's BISYS Fund Services Experience May 1993 - October 1997
Job DC Systems Manager at Bealls
Industry Retail
Experience
Bealls January 2003 - July 2011
KMG Solutions April 2002 - January 2003
Moore Emerging Technologies September 1999 - January 2002
State Street January 1998 - September 1999
BISYS Fund Services May 1993 - October 1997
Skills
Leadership, E-commerce, Management, Inventory Management, Process Improvement, Analysis, Retail, Forecasting, Business Analysis
Education
The Ohio State University 1988 — 1992
B.S.B.A, Business - Finance
Bealls January 2003 - July 2011
KMG Solutions April 2002 - January 2003
Moore Emerging Technologies September 1999 - January 2002
State Street January 1998 - September 1999
BISYS Fund Services May 1993 - October 1997
Skills
Leadership, E-commerce, Management, Inventory Management, Process Improvement, Analysis, Retail, Forecasting, Business Analysis
Education
The Ohio State University 1988 — 1992
B.S.B.A, Business - Finance
Christopher Shutrump's BISYS Fund Services Experience 2001 - 2004
Job Assistant Vice President/Section Manager at Citi Fund Service, Inc.
Industry Financial Services
Experience
Citi October 2001 - Present
Citi Fund Services 2004 - 2008
BISYS Fund Services 2001 - 2004
Value City Department Stores August 2000 - August 2001
The Midland Life Insurance Company(Midland was Purchased and relocated) March 2000 - August 2000
BISYS Fund Services October 1993 - March 2000
Skills
Fund Accounting, Accounting, Mutual Funds, Hedge Funds, Financial Analysis, Financial Reporting, Budgets, Financial Accounting, Accruals, Accounts Payable, Investments, US GAAP, Real Estate Development, Real Estate Financing, Operations Management, Operational Oversight, Strategic Financial..., Auditing, Operational Risk..., Sarbanes-Oxley, Banking, Financial Modeling, Asset Management, Finance, Financial Services, Securities
Education
The Ohio State University Fisher College of Business
BSBA
Citi October 2001 - Present
Citi Fund Services 2004 - 2008
BISYS Fund Services 2001 - 2004
Value City Department Stores August 2000 - August 2001
The Midland Life Insurance Company(Midland was Purchased and relocated) March 2000 - August 2000
BISYS Fund Services October 1993 - March 2000
Skills
Fund Accounting, Accounting, Mutual Funds, Hedge Funds, Financial Analysis, Financial Reporting, Budgets, Financial Accounting, Accruals, Accounts Payable, Investments, US GAAP, Real Estate Development, Real Estate Financing, Operations Management, Operational Oversight, Strategic Financial..., Auditing, Operational Risk..., Sarbanes-Oxley, Banking, Financial Modeling, Asset Management, Finance, Financial Services, Securities
Education
The Ohio State University Fisher College of Business
BSBA
John Pees, CAIA's BISYS Fund Services Experience November 2004 - August 2005
Job Managing Associate at Beacon Consulting Group
Industry Investment Management
Experience
Beacon Consulting Group September 2012 - Present
Little Harbor Advisors May 2012 - September 2012
Tuckerbrook Alternative Investments February 2008 - May 2012
Citi Hedge Fund Services August 2005 - October 2007
BISYS Fund Services November 2004 - August 2005
BISYS Fund Services July 2001 - November 2004
Skills
Fund Accounting, Hedge Funds, Mutual Funds, Financial Reporting, Alternative Investments, Fund Administration, Fund Of Funds, Investments, Private Equity, Asset Managment, Financial Analysis, Financial Modeling, Bloomberg, Accounting, Due Diligence, Auditing
Education
The University of Findlay 1997 — 2001
B.S., Accounting
Beacon Consulting Group September 2012 - Present
Little Harbor Advisors May 2012 - September 2012
Tuckerbrook Alternative Investments February 2008 - May 2012
Citi Hedge Fund Services August 2005 - October 2007
BISYS Fund Services November 2004 - August 2005
BISYS Fund Services July 2001 - November 2004
Skills
Fund Accounting, Hedge Funds, Mutual Funds, Financial Reporting, Alternative Investments, Fund Administration, Fund Of Funds, Investments, Private Equity, Asset Managment, Financial Analysis, Financial Modeling, Bloomberg, Accounting, Due Diligence, Auditing
Education
The University of Findlay 1997 — 2001
B.S., Accounting
Jonne Warner's BISYS Fund Services Experience May 1996 - May 1998
Job General Manager at CBCInnovis
Industry Real Estate
Experience
CBCInnovis June 2002 - August 2012
CBC Companies June 2002 - July 2012
Nationwide Insurance May 1998 - June 2001
BISYS Fund Services May 1996 - May 1998
Skills
Negotiation, Team Building, Process Improvement, Strategic Planning, Credit Analysis, Leadership, Customer Retention, Executive Management, Call Centers, Real Estate, Finance, Marketing, Vendor Management, Portfolio Management, Credit Risk, Refinance, Operations Management, Sales Process, Financial Analysis
Education
McKissock LP 2012 — 2012
15 Hour USPAP, Uniform Standards of Professional Appraisal Practises, Passed
The Ohio State University
GENERAL STUDIES
KCKCJC 1975 — 1977
Assoc, Business
Washington High School 1970 — 1974
CBCInnovis June 2002 - August 2012
CBC Companies June 2002 - July 2012
Nationwide Insurance May 1998 - June 2001
BISYS Fund Services May 1996 - May 1998
Skills
Negotiation, Team Building, Process Improvement, Strategic Planning, Credit Analysis, Leadership, Customer Retention, Executive Management, Call Centers, Real Estate, Finance, Marketing, Vendor Management, Portfolio Management, Credit Risk, Refinance, Operations Management, Sales Process, Financial Analysis
Education
McKissock LP 2012 — 2012
15 Hour USPAP, Uniform Standards of Professional Appraisal Practises, Passed
The Ohio State University
GENERAL STUDIES
KCKCJC 1975 — 1977
Assoc, Business
Washington High School 1970 — 1974
Benjamin Sloas's BISYS Fund Services Experience April 2005 - December 2007
Job Vice President Trust Services at Huntington National Bank
Industry Financial Services
Experience
Huntington National Bank October 2011 - Present
Citi May 2011 - October 2011
Citi January 2008 - May 2011
BISYS Fund Services April 2005 - December 2007
BISYS Fund Services April 2004 - April 2005
Skills
Mutual Funds, Banking, Risk Management, Financial Services, Securities, Investments, Financial Risk, Middle Office, Relationship Management, Microsoft Office, Operations Management, Financial Analysis, Business Analysis, Hedge Funds, Asset Management, Fixed Income, Fund Administration, Change Management, Leadership, Process Improvement, Back Office, Transfer Agency, Trust Services, Account Reconciliation, Manage Client..., Risk Assessment, Compliance, Settlement, Institutional, Team Leadership, Lean Thinking, Lean Operations, Lean Transformation, Project Management, Performance Management, Performance Improvement, Performance Appraisal, Vendor Management, Portfolio Management, Fund Accounting, Equities
Education
The Ohio State University 1993 — 1997
Bachelor of Arts (B.A.), Political Science and Government
Huntington National Bank October 2011 - Present
Citi May 2011 - October 2011
Citi January 2008 - May 2011
BISYS Fund Services April 2005 - December 2007
BISYS Fund Services April 2004 - April 2005
Skills
Mutual Funds, Banking, Risk Management, Financial Services, Securities, Investments, Financial Risk, Middle Office, Relationship Management, Microsoft Office, Operations Management, Financial Analysis, Business Analysis, Hedge Funds, Asset Management, Fixed Income, Fund Administration, Change Management, Leadership, Process Improvement, Back Office, Transfer Agency, Trust Services, Account Reconciliation, Manage Client..., Risk Assessment, Compliance, Settlement, Institutional, Team Leadership, Lean Thinking, Lean Operations, Lean Transformation, Project Management, Performance Management, Performance Improvement, Performance Appraisal, Vendor Management, Portfolio Management, Fund Accounting, Equities
Education
The Ohio State University 1993 — 1997
Bachelor of Arts (B.A.), Political Science and Government
Lisa Bernett's BISYS Fund Services Experience 2006 - 2007
Job Vice President Compliance Group Manager at PNC
Industry Financial Services
Experience
PNC March 2015 - Present
PNC October 2011 - Present
Confluence December 2007 - October 2011
BISYS Fund Services 2006 - 2007
Education
Robert Morris University 1989 — 1992
MBA, Management
Thiel College 1978 — 1982
BA, Accounting
PNC March 2015 - Present
PNC October 2011 - Present
Confluence December 2007 - October 2011
BISYS Fund Services 2006 - 2007
Education
Robert Morris University 1989 — 1992
MBA, Management
Thiel College 1978 — 1982
BA, Accounting
Chadwick Irving's BISYS Fund Services Experience January 2006 - March 2007
Job Energy Trader at American Electric Power
Industry Utilities
Experience
American Electric Power August 2009 - Present
Mercer Advisors April 2007 - January 2009
BISYS Fund Services January 2006 - March 2007
Skills
Chartered Financial..., Series 65, Investments, Sales, Economics, Trading, Portfolio Management, Asset Managment, Commodity Markets, Commodity, Risk Management, Financial Analysis
Education
The Ohio State University 2001 — 2005
BA, Economics
American Electric Power August 2009 - Present
Mercer Advisors April 2007 - January 2009
BISYS Fund Services January 2006 - March 2007
Skills
Chartered Financial..., Series 65, Investments, Sales, Economics, Trading, Portfolio Management, Asset Managment, Commodity Markets, Commodity, Risk Management, Financial Analysis
Education
The Ohio State University 2001 — 2005
BA, Economics
ShaVonne Keith's BISYS Fund Services Experience 2005 - 2006
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2014 - Present
Huntington National Bank October 2013 - September 2014
Citi July 2007 - October 2013
Citi June 2006 - July 2007
BISYS Fund Services 2005 - 2006
BISYS Fund Services 2004 - 2005
Skills
Financial Reporting, Financial Analysis, Lean Sigma, Client Retention, Project Coordination, Microsoft Office, SharePoint, Bloomberg Terminal
Education
The Ohio State University 1999 — 2004
Bachelor of Science in Human Ecology, Family Resource Management- Family Financial Management
J.P. Morgan September 2014 - Present
Huntington National Bank October 2013 - September 2014
Citi July 2007 - October 2013
Citi June 2006 - July 2007
BISYS Fund Services 2005 - 2006
BISYS Fund Services 2004 - 2005
Skills
Financial Reporting, Financial Analysis, Lean Sigma, Client Retention, Project Coordination, Microsoft Office, SharePoint, Bloomberg Terminal
Education
The Ohio State University 1999 — 2004
Bachelor of Science in Human Ecology, Family Resource Management- Family Financial Management
Chris Sabato's BISYS Fund Services Experience 1993 - 2007
Job Senior Vice President at Citi
Industry Financial Services
Experience
Citi 1997 - Present
BISYS Fund Services 1993 - 2007
Skills
Fund Administration, Fund Accounting, Mutual Funds, Securities, Alternative Investments, Hedge Funds
Education
The Ohio State University 1988 — 1992
BSBA, Accounting
Citi 1997 - Present
BISYS Fund Services 1993 - 2007
Skills
Fund Administration, Fund Accounting, Mutual Funds, Securities, Alternative Investments, Hedge Funds
Education
The Ohio State University 1988 — 1992
BSBA, Accounting
Adam Ness's BISYS Fund Services Experience June 1998 - January 2005
Job CoOwner at Sally's Hearth & Home
Industry Retail
Experience
Sally's Hearth & Home January 2005 - Present
BISYS Fund Services June 1998 - January 2005
KPMG US November 1995 - June 1998
Skills
Entrepreneurship, Retail, Small Business, Marketing Strategy, Social Media, Social Media Marketing, Marketing, Customer Service, Coaching, Sales, Sales Management, Advertising, Team Building, New Business Development, Online Marketing, Strategic Planning
Education
Taylor University 1991 — 1995
BSS, Accounting Systems
Sally's Hearth & Home January 2005 - Present
BISYS Fund Services June 1998 - January 2005
KPMG US November 1995 - June 1998
Skills
Entrepreneurship, Retail, Small Business, Marketing Strategy, Social Media, Social Media Marketing, Marketing, Customer Service, Coaching, Sales, Sales Management, Advertising, Team Building, New Business Development, Online Marketing, Strategic Planning
Education
Taylor University 1991 — 1995
BSS, Accounting Systems
Jerry Choi's BISYS Fund Services Experience July 1997 - August 1999
Job IT Support Analyst II at ICON Clinical Research
Industry Pharmaceuticals
Experience
ICON Clinical Research June 2007 - Present
MediNet October 2006 - May 2007
MassMutual Financial Group August 1999 - September 2006
BISYS Fund Services July 1997 - August 1999
Skills
Active Directory, Pharmaceutical Industry, Software Documentation, SharePoint, Data Management, Process Improvement, Project Management, SQL, Visio, Hardware, SDLC, CRO, Network Administration, Quality Assurance, 21 CFR Part 11, Clinical Data Management, Technical Support, EDC, Clinical Trials, Sop, GCP, CTMS, Regulatory Affairs, Change Control, FDA, Validation, Regulatory Submissions, Therapeutic Areas, SOP
Education
The George Washington University 1989 — 1992
Economics and political Science
ICON Clinical Research June 2007 - Present
MediNet October 2006 - May 2007
MassMutual Financial Group August 1999 - September 2006
BISYS Fund Services July 1997 - August 1999
Skills
Active Directory, Pharmaceutical Industry, Software Documentation, SharePoint, Data Management, Process Improvement, Project Management, SQL, Visio, Hardware, SDLC, CRO, Network Administration, Quality Assurance, 21 CFR Part 11, Clinical Data Management, Technical Support, EDC, Clinical Trials, Sop, GCP, CTMS, Regulatory Affairs, Change Control, FDA, Validation, Regulatory Submissions, Therapeutic Areas, SOP
Education
The George Washington University 1989 — 1992
Economics and political Science
Brian Steck's BISYS Fund Services Experience August 1998 - August 2000
Job Oracle Database Administrator at NetJets
Industry Airlines/Aviation
Experience
NetJets November 2001 - Present
ETCI August 2000 - November 2001
BISYS Fund Services August 1998 - August 2000
Skills
Disaster Recovery, Oracle, AIX, Database Administration, Unix, SQL Tuning, Solaris, PL/SQL, SQL, High Availability, Replication, Troubleshooting, System Administration, GoldenGate
Education
Penn State University
Bachelor of Science (BS), Geography
The Ohio State University
NetJets November 2001 - Present
ETCI August 2000 - November 2001
BISYS Fund Services August 1998 - August 2000
Skills
Disaster Recovery, Oracle, AIX, Database Administration, Unix, SQL Tuning, Solaris, PL/SQL, SQL, High Availability, Replication, Troubleshooting, System Administration, GoldenGate
Education
Penn State University
Bachelor of Science (BS), Geography
The Ohio State University
Craig Rudesill's BISYS Fund Services Experience 1998 - 2000
Job Sr. Consultant, Annuity Brand Management at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial September 2013 - Present
Nationwide Financial September 2004 - September 2013
Nationwide Financial March 2000 - August 2004
BISYS Fund Services 1998 - 2000
BISYS Fund Services 1996 - 1998
BISYS Fund Services 1994 - 1996
Merrill Lynch 1992 - 1994
Skills
Marketing Communications, Marketing Strategy, Direct Marketing, Strategic Planning, Marketing, Relationship Management, Team Leadership, Client Relations Skills, Market Planning, Financial Services, Competitive Analysis, Interactive Marketing, Insurance, Leadership, Sales, Management, Mutual Funds, Strategy
Education
University of Kentucky 1987 — 1992
BS, Marketing
Nationwide Financial September 2013 - Present
Nationwide Financial September 2004 - September 2013
Nationwide Financial March 2000 - August 2004
BISYS Fund Services 1998 - 2000
BISYS Fund Services 1996 - 1998
BISYS Fund Services 1994 - 1996
Merrill Lynch 1992 - 1994
Skills
Marketing Communications, Marketing Strategy, Direct Marketing, Strategic Planning, Marketing, Relationship Management, Team Leadership, Client Relations Skills, Market Planning, Financial Services, Competitive Analysis, Interactive Marketing, Insurance, Leadership, Sales, Management, Mutual Funds, Strategy
Education
University of Kentucky 1987 — 1992
BS, Marketing
Amy Owens's BISYS Fund Services Experience November 2003 - March 2005
Job Senior Consultant at Deloitte Consulting
Industry Management Consulting
Experience
Deloitte Consulting 2009 - Present
BearingPoint Consulting March 2005 - May 2009
BISYS Fund Services November 2003 - March 2005
Vanguard December 2000 - October 2003
Skills
Business Process..., Business Transformation
Education
St. Lawrence University 1994 — 1998
Bachelor of Science, Psychology
Deloitte Consulting 2009 - Present
BearingPoint Consulting March 2005 - May 2009
BISYS Fund Services November 2003 - March 2005
Vanguard December 2000 - October 2003
Skills
Business Process..., Business Transformation
Education
St. Lawrence University 1994 — 1998
Bachelor of Science, Psychology
Keith Thornell's BISYS Fund Services Experience December 1998 - September 2007
Job Manager, Investment Compliance at OPERS
Industry Financial Services
Experience
OPERS June 2014 - Present
Citi August 2007 - June 2014
BISYS Fund Services December 1998 - September 2007
Skills
Mutual Funds, Financial Services, Equities, Fixed Income, Risk Management, Derivatives, Investments, Financial Analysis, Securities, Hedge Funds, Fund Accounting, Investment Banking, Business Analysis, Financial Risk
Education
The Ohio State University Fisher College of Business 1993 — 1997
BS, Finance/Operations Management
OPERS June 2014 - Present
Citi August 2007 - June 2014
BISYS Fund Services December 1998 - September 2007
Skills
Mutual Funds, Financial Services, Equities, Fixed Income, Risk Management, Derivatives, Investments, Financial Analysis, Securities, Hedge Funds, Fund Accounting, Investment Banking, Business Analysis, Financial Risk
Education
The Ohio State University Fisher College of Business 1993 — 1997
BS, Finance/Operations Management
Nicol Bekelja's BISYS Fund Services Experience 2004 - 2005
Job Legal Services Manager at SEI
Industry Financial Services
Experience
SEI September 2006 - Present
Stevens & Lee 2005 - September 2006
BISYS Fund Services 2004 - 2005
AllianceBernstein 2000 - 2004
Gregory Germain. Esq. 1997 - 2000
Education
University of Scranton 1996 — 2000
B.S., International Studies
SEI September 2006 - Present
Stevens & Lee 2005 - September 2006
BISYS Fund Services 2004 - 2005
AllianceBernstein 2000 - 2004
Gregory Germain. Esq. 1997 - 2000
Education
University of Scranton 1996 — 2000
B.S., International Studies
Antonia Bizekis's BISYS Fund Services Experience 2000 - 2004
Job Independent Accounting Professional
Industry Accounting
Experience
Bayside Little League 2010 - 2010
Great Neck Ice Skating Rink 2007 - 2010
Long Island Business Institute October 2007 - January 2008
DML / The BISYS Group, Inc July 2000 - July 2004
BISYS Fund Services 2000 - 2004
Presti & Naegele October 1999 - July 2000
Miller Ellin & Company January 1998 - October 1999
Morgan Stanley Dean Witter & Co September 1996 - December 1998
Morgan Stanley Dean Witter 1996 - 1998
Reich & Tang Equity September 1994 - August 1996
Skills
Tax, Financial Reporting, Tax Returns, Partnership Taxation, Corporate Tax, Auditing, VAT, QuickBooks, Consolidation, Financial Statements, Journal Entries, Hyperion Enterprise, Income Tax, Payroll
Education
Saint John's University
Bachelor of Science, Accounting
New York Institute of Technology
Interior Decorating and Design
Bayside Little League 2010 - 2010
Great Neck Ice Skating Rink 2007 - 2010
Long Island Business Institute October 2007 - January 2008
DML / The BISYS Group, Inc July 2000 - July 2004
BISYS Fund Services 2000 - 2004
Presti & Naegele October 1999 - July 2000
Miller Ellin & Company January 1998 - October 1999
Morgan Stanley Dean Witter & Co September 1996 - December 1998
Morgan Stanley Dean Witter 1996 - 1998
Reich & Tang Equity September 1994 - August 1996
Skills
Tax, Financial Reporting, Tax Returns, Partnership Taxation, Corporate Tax, Auditing, VAT, QuickBooks, Consolidation, Financial Statements, Journal Entries, Hyperion Enterprise, Income Tax, Payroll
Education
Saint John's University
Bachelor of Science, Accounting
New York Institute of Technology
Interior Decorating and Design
Seth Levy, CPA's BISYS Fund Services Experience January 2005 - July 2007
Job at One William Street Capital Management LP
Industry Investment Management
Experience
One William Street Capital January 2015 - Present
GoldenTree Asset Management August 2007 - January 2015
BISYS Fund Services January 2005 - July 2007
Rothstein Kass February 2004 - December 2004
Skills
Tax, Accounting, Private Equity, GAAP, International Tax, Partnership Taxation, CPA, Hedge Funds, Alternative Investments, Fund Of Funds
Education
Rutgers University – Camden 1999 — 2003
BS
One William Street Capital January 2015 - Present
GoldenTree Asset Management August 2007 - January 2015
BISYS Fund Services January 2005 - July 2007
Rothstein Kass February 2004 - December 2004
Skills
Tax, Accounting, Private Equity, GAAP, International Tax, Partnership Taxation, CPA, Hedge Funds, Alternative Investments, Fund Of Funds
Education
Rutgers University – Camden 1999 — 2003
BS
Romy Barden's BISYS Fund Services Experience 1993 - 1996
Job Yacht Accounts Manager with Fairport Yacht Support
Industry Maritime
Experience
Fairport Yacht Support December 2011 - Present
International Yacht Collection February 2008 - December 2011
Austin Powder Company December 1997 - April 2004
BISYS Fund Services 1993 - 1996
Education
The Ohio State University 1986 — 1989
B.S.B.A., Finance
Mentor
Fairport Yacht Support December 2011 - Present
International Yacht Collection February 2008 - December 2011
Austin Powder Company December 1997 - April 2004
BISYS Fund Services 1993 - 1996
Education
The Ohio State University 1986 — 1989
B.S.B.A., Finance
Mentor
Dave Bautz's BISYS Fund Services Experience October 1989 - March 2005
Job Senior Software Engineer at Fiserv
Industry Financial Services
Experience
Open Solutions Data Warehouse Development on DB2 and Oracle. C++ programming for Back end and Front End Applications.Senior Software EngineerFiservJanuary 2013 - Present
BISYS Fund Services October 1989 - March 2005
Village Savings Bank June 1981 - October 1989
Skills
SQL Server, Multithreading, Microsoft SQL Server, Data Warehousing, Unix, Software Development, Software Project..., SQL, User Acceptance Testing, Enterprise Software, Business Analysis, Vendor Management, Requirements Analysis, Integration, Business Intelligence, C++, DB2, Oracle, Process Improvement
Education
State University of New York College at Fredonia 1976 — 1981
Bachelor of Science (BS), Accounting and Computer Science
Open Solutions Data Warehouse Development on DB2 and Oracle. C++ programming for Back end and Front End Applications.Senior Software EngineerFiservJanuary 2013 - Present
BISYS Fund Services October 1989 - March 2005
Village Savings Bank June 1981 - October 1989
Skills
SQL Server, Multithreading, Microsoft SQL Server, Data Warehousing, Unix, Software Development, Software Project..., SQL, User Acceptance Testing, Enterprise Software, Business Analysis, Vendor Management, Requirements Analysis, Integration, Business Intelligence, C++, DB2, Oracle, Process Improvement
Education
State University of New York College at Fredonia 1976 — 1981
Bachelor of Science (BS), Accounting and Computer Science
Michael Ciotola, CPA's BISYS Fund Services Experience July 1998 - April 2004
Job Director of Middle Office Services Ultimus
Industry Financial Services
Experience
Ultimus Fund Solutions, LLC April 2015 - Present
Citigroup March 2008 - April 2015
Calamos Investments April 2004 - March 2008
BISYS Fund Services July 1998 - April 2004
Skills
Hedge Funds, Mutual Funds, Alternative Investments, Fund Administration, Asset Managment, Middle Office, Derivatives, Securities, Financial Services
Education
The Ohio State University Fisher College of Business 1987 — 1992
Bachelor, Accounting
Ultimus Fund Solutions, LLC April 2015 - Present
Citigroup March 2008 - April 2015
Calamos Investments April 2004 - March 2008
BISYS Fund Services July 1998 - April 2004
Skills
Hedge Funds, Mutual Funds, Alternative Investments, Fund Administration, Asset Managment, Middle Office, Derivatives, Securities, Financial Services
Education
The Ohio State University Fisher College of Business 1987 — 1992
Bachelor, Accounting
Brian Ayers's BISYS Fund Services Experience March 1999 - April 2002
Job Practice Manager at Zotec Partners
Industry Medical Practice
Experience
Zotec Partners June 2006 - Present
James River Financial Corp 2003 - 2006
BISYS Fund Services March 1999 - April 2002
Norfolk Southern 1997 - 1999
Skills
Accounts Receivable, Financial Reporting, Accounting, Payroll, Billing, Practice Management, Medical Billing, Accounts Payable, Financial Analysis, Healthcare Industry, Healthcare Management, Invoicing, CPA, Financial Statements, Revenue Cycle Management, Strategic Planning
Education
Radford University - College of Business and Economics 1993 — 1997
BA, Accounting
Zotec Partners June 2006 - Present
James River Financial Corp 2003 - 2006
BISYS Fund Services March 1999 - April 2002
Norfolk Southern 1997 - 1999
Skills
Accounts Receivable, Financial Reporting, Accounting, Payroll, Billing, Practice Management, Medical Billing, Accounts Payable, Financial Analysis, Healthcare Industry, Healthcare Management, Invoicing, CPA, Financial Statements, Revenue Cycle Management, Strategic Planning
Education
Radford University - College of Business and Economics 1993 — 1997
BA, Accounting
Adriann Hayes's BISYS Fund Services Experience September 1999 - February 2003
Job Sr Consultant, Commercial Product Finance at Nationwide Insurance
Industry Insurance
Experience
Nationwide Insurance February 2003 - Present
BISYS Fund Services September 1999 - February 2003
Skills
Business Analysis, Insurance, Leadership, Property, Risk Management
Education
The Ohio State University - The Max M. Fisher College of Business 1995 — 1999
BSBA, Finance
Nationwide Insurance February 2003 - Present
BISYS Fund Services September 1999 - February 2003
Skills
Business Analysis, Insurance, Leadership, Property, Risk Management
Education
The Ohio State University - The Max M. Fisher College of Business 1995 — 1999
BSBA, Finance
Tim Eddleman's BISYS Fund Services Experience May 2005 - May 2006
Job Assistant Vice President Accounting/Analysis at Citi
Industry Financial Services
Experience
Citi March 2012 - Present
Citi May 2008 - March 2012
Bank of New York Mellon May 2006 - May 2008
BISYS Fund Services May 2005 - May 2006
The Frank Gates Service Company January 2003 - May 2005
Skills
Portfolio Management, Mutual Funds, Investments, Securities, Account Reconciliation, Accounting, Auditing, Fund Accounting, Trading, Financial Statements, New Business Development, Corporate Actions, Financial Analysis
Education
The Ohio State University
Bachelors, Economics
Citi March 2012 - Present
Citi May 2008 - March 2012
Bank of New York Mellon May 2006 - May 2008
BISYS Fund Services May 2005 - May 2006
The Frank Gates Service Company January 2003 - May 2005
Skills
Portfolio Management, Mutual Funds, Investments, Securities, Account Reconciliation, Accounting, Auditing, Fund Accounting, Trading, Financial Statements, New Business Development, Corporate Actions, Financial Analysis
Education
The Ohio State University
Bachelors, Economics
Charles J Moore Jr.'s BISYS Fund Services Experience June 2002 - August 2005
Job Realtor at Century 21 Excellence Realty
Industry Real Estate
Experience
Century 21 Excellence Realty September 2012 - Present
Molina Healthcare June 2011 - Present
Nationwide Insurance August 2005 - June 2011
BISYS Fund Services June 2002 - August 2005
Skills
Financial Reporting, Financial Statements, General Ledger, Financial Analysis, Accounting, GAAP, Account Reconciliation, Financial Modeling, Essbase, Valuation, Auditing, Statutory Accounting, SEC filings, Insurance, Financial Accounting, Sarbanes-Oxley Act, Process Improvement, Internal Controls, Microsoft Excel, Access, PeopleSoft
Education
The Ohio State University 1998 — 2002
Bachelor of Science, Finance
Ursuline 1994 — 1998
Century 21 Excellence Realty September 2012 - Present
Molina Healthcare June 2011 - Present
Nationwide Insurance August 2005 - June 2011
BISYS Fund Services June 2002 - August 2005
Skills
Financial Reporting, Financial Statements, General Ledger, Financial Analysis, Accounting, GAAP, Account Reconciliation, Financial Modeling, Essbase, Valuation, Auditing, Statutory Accounting, SEC filings, Insurance, Financial Accounting, Sarbanes-Oxley Act, Process Improvement, Internal Controls, Microsoft Excel, Access, PeopleSoft
Education
The Ohio State University 1998 — 2002
Bachelor of Science, Finance
Ursuline 1994 — 1998
Louis Catanzaro's BISYS Fund Services Experience September 1992 - August 1996
Job Retired
Industry Computer Software
Grant Welty's BISYS Fund Services Experience June 1986 - October 2007
Job Business Analyst at Fiserv
Industry Financial Services
Experience
Open Solutions October 2007 - Present
BISYS Fund Services June 1986 - October 2007
Automatic Data Processing March 1981 - June 1986
Skills
Sr. Programmer Analysts, Vendor Management, Integration, Project Management, Team Building, Business Requirements, IT Operations, Innovation, Installment Loans, Software Development, Software Documentation, Software Project..., Software Design, Software Installation, Software Quality..., Programming Languages, Problem Solving, Product Design, Data Center, Microsoft Excel, E-Learning, General Ledger, Higher Education, Microsoft Office, Microsoft Word, Quality Assurance, R&D, User Interface Design, User Acceptance Testing, Visual Basic, Visual Studio, VMware, Windows, Requirements Analysis, VSAM, Business Analysis
Education
North Harris Community College 1984 — 1984
N/A, Computer Programming courses - mainframe ALC and COBOL, A's in all classes
University of Houston 1984 — 1984
N/A, ALC mainframe programming, A
Ohio Northern University 1973 — 1977
BA, History - received teaching certification
Open Solutions October 2007 - Present
BISYS Fund Services June 1986 - October 2007
Automatic Data Processing March 1981 - June 1986
Skills
Sr. Programmer Analysts, Vendor Management, Integration, Project Management, Team Building, Business Requirements, IT Operations, Innovation, Installment Loans, Software Development, Software Documentation, Software Project..., Software Design, Software Installation, Software Quality..., Programming Languages, Problem Solving, Product Design, Data Center, Microsoft Excel, E-Learning, General Ledger, Higher Education, Microsoft Office, Microsoft Word, Quality Assurance, R&D, User Interface Design, User Acceptance Testing, Visual Basic, Visual Studio, VMware, Windows, Requirements Analysis, VSAM, Business Analysis
Education
North Harris Community College 1984 — 1984
N/A, Computer Programming courses - mainframe ALC and COBOL, A's in all classes
University of Houston 1984 — 1984
N/A, ALC mainframe programming, A
Ohio Northern University 1973 — 1977
BA, History - received teaching certification
Eric Phipps's BISYS Fund Services Experience December 1995 - September 2004
Job Chief Compliance Officer at (New York City Private Equity firm)
Industry Financial Services
Experience
(Private Equity firm) October 2014 - Present
The Boston Trust & Walden Funds October 2006 - October 2014
Citi Fund Services June 2006 - October 2014
US Securities and Exchange Commission October 2004 - May 2006
BISYS Fund Services December 1995 - September 2004
Skills
Hedge Funds
Education
The Ohio State University 1989 — 1994
Bachelor of Business Administration (BBA), Finance
(Private Equity firm) October 2014 - Present
The Boston Trust & Walden Funds October 2006 - October 2014
Citi Fund Services June 2006 - October 2014
US Securities and Exchange Commission October 2004 - May 2006
BISYS Fund Services December 1995 - September 2004
Skills
Hedge Funds
Education
The Ohio State University 1989 — 1994
Bachelor of Business Administration (BBA), Finance
Eric Meiring's BISYS Fund Services Experience March 1998 - January 1999
Job Director of Fund Reporting Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2012 - Present
Federated Investors February 2007 - May 2012
Federated Investors April 2002 - January 2007
State Street May 2001 - April 2002
State Street January 1999 - May 2001
BISYS Fund Services March 1998 - January 1999
BISYS Fund Services November 1996 - March 1998
BISYS Fund Services October 1995 - November 1996
Skills
Financial Services, Financial Reporting, Securities, Investments, Accounting
Education
The Ohio State University 1987 — 1991
Bachelor of Science Business Administration, Finance
Fidelity Investments 2012 - Present
Federated Investors February 2007 - May 2012
Federated Investors April 2002 - January 2007
State Street May 2001 - April 2002
State Street January 1999 - May 2001
BISYS Fund Services March 1998 - January 1999
BISYS Fund Services November 1996 - March 1998
BISYS Fund Services October 1995 - November 1996
Skills
Financial Services, Financial Reporting, Securities, Investments, Accounting
Education
The Ohio State University 1987 — 1991
Bachelor of Science Business Administration, Finance
Yael Goldberg's BISYS Fund Services Experience 2006 - 2007
Job Controller at Cedarview Capital Management
Industry Investment Management
Experience
Cedarview Capital Management 2007 - Present
BISYS Fund Services 2006 - 2007
New York Presbyterian Hospital 2001 - 2002
Private ESL Tutor 2000 - 2001
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2002 — 2005
Bachelor of Science (BSc), Accounting
Binah Institute for Advanced Studies 2000 — 2001
Associate of Arts (AA), Education
Cedarview Capital Management 2007 - Present
BISYS Fund Services 2006 - 2007
New York Presbyterian Hospital 2001 - 2002
Private ESL Tutor 2000 - 2001
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2002 — 2005
Bachelor of Science (BSc), Accounting
Binah Institute for Advanced Studies 2000 — 2001
Associate of Arts (AA), Education
Katie Vanaverbeke's BISYS Fund Services Experience July 1997 - July 2001
Job Sr. Buyer at Southwest Airlines
Industry Airlines/Aviation
Experience
Southwest Airlines September 2011 - Present
NRG Energy June 2010 - September 2011
Reliant Energy July 2001 - June 2010
BISYS Fund Services July 1997 - July 2001
GE Capital August 1996 - July 1997
Skills
Procurement, Sourcing, Supply Chain Management, Process Improvement, Supply Chain, SAP, Purchasing, Vendor Management, Global Sourcing, Supply Management, Contract Negotiation, Pricing, Strategic Sourcing, Contract Management, Materials Management
Education
Stephen F. Austin State University 1991 — 1996
Bachelor of Science (B.S.), Mathematics
Southwest Airlines September 2011 - Present
NRG Energy June 2010 - September 2011
Reliant Energy July 2001 - June 2010
BISYS Fund Services July 1997 - July 2001
GE Capital August 1996 - July 1997
Skills
Procurement, Sourcing, Supply Chain Management, Process Improvement, Supply Chain, SAP, Purchasing, Vendor Management, Global Sourcing, Supply Management, Contract Negotiation, Pricing, Strategic Sourcing, Contract Management, Materials Management
Education
Stephen F. Austin State University 1991 — 1996
Bachelor of Science (B.S.), Mathematics
Pilar Soto's BISYS Fund Services Experience June 2004 - June 2006
Job Sr. Retail Analyst at Exel
Industry Health, Wellness and Fitness
Experience
Exel May 2014 - Present
Abbott March 2013 - April 2014
Abbott Nutrition April 2010 - March 2013
Abbott August 2008 - April 2010
Cardinal Health June 2006 - August 2008
BISYS Fund Services June 2004 - June 2006
Skills
Financial Reporting, Cost Accounting, SAP, SAP Implementation, Forecasting, Financial Analysis, Variance Analysis, Process Improvement, Microsoft Excel, Pivot Tables, Financial Accounting, Financial Forecasting, Cross-functional Team..., Budgets, Strategic Financial..., Accounting, Finance, Strategic Planning, Analysis, P&L, Income Statement, Financial Planning
Education
The Ohio State University 2000 — 2004
Exel May 2014 - Present
Abbott March 2013 - April 2014
Abbott Nutrition April 2010 - March 2013
Abbott August 2008 - April 2010
Cardinal Health June 2006 - August 2008
BISYS Fund Services June 2004 - June 2006
Skills
Financial Reporting, Cost Accounting, SAP, SAP Implementation, Forecasting, Financial Analysis, Variance Analysis, Process Improvement, Microsoft Excel, Pivot Tables, Financial Accounting, Financial Forecasting, Cross-functional Team..., Budgets, Strategic Financial..., Accounting, Finance, Strategic Planning, Analysis, P&L, Income Statement, Financial Planning
Education
The Ohio State University 2000 — 2004
Tejal Albanese's BISYS Fund Services Experience June 1996 - August 1997
Job Manager Finance Contracts & Grants at CATHOLIC CHARITIES DIOCESE OF METUCHEN
Industry Accounting
Experience
CATHOLIC CHARITIES DIOCESE OF METUCHEN March 2014 - Present
CATHOLIC CHARITIES DIOCESE OF METUCHEN March 2013 - March 2014
Multimedia ATM Network May 2012 - February 2013
BISYS Fund Services June 1996 - August 1997
Furman Selz LLC March 1992 - June 1996
Skills
QuickBooks, Microsoft Excel, Microsoft Word, Mutual Funds, Hedge Funds, Client Liaison, Financial Statements
Education
Rutgers, The State University of New Jersey - Rutgers Business School 1985 — 1989
BS, Accounting
CATHOLIC CHARITIES DIOCESE OF METUCHEN March 2014 - Present
CATHOLIC CHARITIES DIOCESE OF METUCHEN March 2013 - March 2014
Multimedia ATM Network May 2012 - February 2013
BISYS Fund Services June 1996 - August 1997
Furman Selz LLC March 1992 - June 1996
Skills
QuickBooks, Microsoft Excel, Microsoft Word, Mutual Funds, Hedge Funds, Client Liaison, Financial Statements
Education
Rutgers, The State University of New Jersey - Rutgers Business School 1985 — 1989
BS, Accounting
Todd McEwen's BISYS Fund Services Experience August 2005 - October 2006
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2010 - Present
BNY Mellon October 2006 - August 2010
BISYS Fund Services August 2005 - October 2006
Skills
Financial Analysis, Equities, Fixed Income, Asset Management, Investments, Mutual Funds, Securities, Finance, Derivatives, Microsoft Excel, Valuation, Bloomberg, Financial Services, Analysis, Accounting, Financial Reporting, Fund Accounting, Bonds, Management, Customer Service, Financial Modeling, Leadership
Education
The Ohio State University
Bachelor of Science Economics
The Ohio State University
Bachelor of Science (B.S.), Economics
J.P. Morgan August 2010 - Present
BNY Mellon October 2006 - August 2010
BISYS Fund Services August 2005 - October 2006
Skills
Financial Analysis, Equities, Fixed Income, Asset Management, Investments, Mutual Funds, Securities, Finance, Derivatives, Microsoft Excel, Valuation, Bloomberg, Financial Services, Analysis, Accounting, Financial Reporting, Fund Accounting, Bonds, Management, Customer Service, Financial Modeling, Leadership
Education
The Ohio State University
Bachelor of Science Economics
The Ohio State University
Bachelor of Science (B.S.), Economics
Shamonn Long's BISYS Fund Services Experience June 2006 - February 2007
Job Sr. Performance Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2013 - Present
Fidelity Investments May 2011 - March 2013
Fidelity Investments February 2007 - May 2011
BISYS Fund Services June 2006 - February 2007
BISYS Fund Services January 2005 - June 2006
Skills
Mutual Funds, Process Improvement, Business Analysis, Asset Management, Asset Allocation, Equities, Fixed Income, Investments, Portfolio Management, Hedge Funds, Securities, Alternative Investments, Bloomberg
Education
UMass Lowell 1999 — 2003
Bachelor of Science (B.S.), Finance and Financial Management Services
MHS 1995 — 1999
Fidelity Investments March 2013 - Present
Fidelity Investments May 2011 - March 2013
Fidelity Investments February 2007 - May 2011
BISYS Fund Services June 2006 - February 2007
BISYS Fund Services January 2005 - June 2006
Skills
Mutual Funds, Process Improvement, Business Analysis, Asset Management, Asset Allocation, Equities, Fixed Income, Investments, Portfolio Management, Hedge Funds, Securities, Alternative Investments, Bloomberg
Education
UMass Lowell 1999 — 2003
Bachelor of Science (B.S.), Finance and Financial Management Services
MHS 1995 — 1999
Dale Wire's BISYS Fund Services Experience November 1994 - April 2005
Job
Industry Logistics and Supply Chain
Experience
Bering Straits Information Technology October 2013 - Present
Citi Fund Services August 2009 - July 2013
Citi Fund Services April 2005 - August 2009
BISYS Fund Services November 1994 - April 2005
Ohio Air National Guard October 1991 - December 2000
U.S. Air Force & Ohio Air National Guard September 1987 - October 1991
U.S. Air Force October 1984 - August 1987
U.S. Air Force May 1978 - September 1981
Skills
Mutual Funds, Microsoft Excel, Risk Management, Banking, Microsoft Office, Investments, Mutual Fund Accounting, Mutual Fund Regulatory..., Microsoft Visual Basic..., SunGard InvestOne..., Bloomberg Financial..., Hedge Funds, Fixed Income, Budgets, Business Process..., Employee Training
Education
The University of Akron 1990 — 1993
Bachelor's Degree, Accounting
Bering Straits Information Technology October 2013 - Present
Citi Fund Services August 2009 - July 2013
Citi Fund Services April 2005 - August 2009
BISYS Fund Services November 1994 - April 2005
Ohio Air National Guard October 1991 - December 2000
U.S. Air Force & Ohio Air National Guard September 1987 - October 1991
U.S. Air Force October 1984 - August 1987
U.S. Air Force May 1978 - September 1981
Skills
Mutual Funds, Microsoft Excel, Risk Management, Banking, Microsoft Office, Investments, Mutual Fund Accounting, Mutual Fund Regulatory..., Microsoft Visual Basic..., SunGard InvestOne..., Bloomberg Financial..., Hedge Funds, Fixed Income, Budgets, Business Process..., Employee Training
Education
The University of Akron 1990 — 1993
Bachelor's Degree, Accounting