Boston Financial Data Services

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Boston Financial Data Services Employees

Employee
Years
Job
Industry
Kristin Mcateer Kristin Mcateer Greater Boston Area Details
Kristin Mcateer's Boston Financial Data Services Experience February 2000 - April 2002
Job Senior Internal Controls and Compliance Analyst at Covidien Medtronic Group
Industry Medical Devices
Experience
Covidien - Medtronic Group   December 2006 - Present
BiogenIdec  May 2005 - October 2006
State Street Bank  June 2002 - May 2005
Boston Financial Data Services   February 2000 - April 2002
Boston Financial Data Services   April 1998 - February 2000

Skills
Auditing, Accounting, Sarbanes-Oxley Act, Training, Financial Reporting, Microsoft Excel, Internal Audit, US GAAP, Forecasting, Sarbanes-Oxley, Internal Controls, PeopleSoft, Financial Analysis, SEC filings, Hyperion Enterprise, Process Improvement, Finance

Education
American InterContinental University   2008 — 2012
Accounting/Finance

Quincy College   2000 — 2001
English

Massasoit Community College   1990 — 1991
Accounting

Robyne Pippert Robyne Pippert Lawrence, Kansas Area Details
Robyne Pippert's Boston Financial Data Services Experience May 2006 - Present
Job Education and Development Specialist at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services   May 2006 - Present
DST Systems  November 2000 - May 2006
Sallie Mae  April 1988 - November 2000

Skills
Training, Instructional Design, Financial Services, Performance Management, Process Improvement, Leadership, Coaching, Public Speaking, Customer Service, Customer Service..., Instructional Technology, Classroom Instruction, Vendor Management, Employee Training, Business Analysis, Microsoft Excel, Project Management

Education
Baker University   2004 — 2007
BSM, Management

Grace Doherty Grace Doherty New York, New York Details
Grace Doherty's Boston Financial Data Services Experience February 2012 - May 2014
Job First Vice President, Director of Products
Industry Financial Services
Experience
Amalgamated Bank  June 2014 - Present
Boston Financial Data Services   February 2012 - May 2014
Sovereign Bank/Banco Santander  March 2010 - January 2012
Bentley University  2012 - 2012
Sovereign Bank Merchant Services- Card Division   October 2009 - March 2010
Sovereign Bank  October 2007 - October 2009
Aviva Life Insurance Company  January 2007 - September 2007
Aviva Life Insurance  September 2004 - December 2006
OneUnited Bank  September 2002 - September 2004
John Hancock, Mutual Fund Transfer Agent   May 2001 - August 2002

Skills
Product Management, Project Managementt, Product Development, Vendor Management, Business Planning, Forecasting, Insurance, Marketing Strategy, Business Strategy, Strategic Planning, Strategic Planning for..., Revenue & Profit Growth, Business Analysis, Financial Services, Market Research, Management, Program Management, Project Management, Strategy

Education
Babson College   2011 — 2011
Executive Education, Center For Women's Leadership: From Managing to Leading

Bentley University   1999 — 2001
MBA, International Marketing and Technology

University of Massachusetts Boston   1997 — 1998
Cert, Public Policy

Duke University   1992 — 1996
AB, English, Japanese, Afro-American Studies

Boston Latin School   1988 — 1992
HS. Diploma, College Prep

Brianna Berkley Brianna Berkley Chicago, Illinois Details
Brianna Berkley's Boston Financial Data Services Experience August 2010 - July 2012
Job Workforce Planning and HR Project Coordinator at Blue Cross and Blue Shield of IL, MT, NM, OK & TX
Industry Human Resources
Experience
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas   December 2014 - Present
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas   August 2014 - November 2014
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas   May 2014 - August 2014
Loyola University Chicago  August 2013 - May 2014
ComPsych  December 2012 - June 2013
Adler School of Professional Psychology  October 2012 - May 2013
Boston Financial Data Services   August 2010 - July 2012
Jackson Hewitt Tax Services  October 2011 - April 2012
University of Kansas  April 2010 - September 2010
Sears, Roebuck, & Co   March 2010 - August 2010

Skills
Time Management, Customer Service, Sales, Organizational..., PowerPoint, Organizational..., Critical Thinking, Leadership, Teamwork, Talent Acquisition, College Recruiting, Workforce Planning, Public Speaking, Research, Data Analysis, Payroll, Microsoft Excel, Generalist Duties, Finance, HRIS, HR Metrics, HR Project Management, Strategic HR

Education
Adler School of Professional Psychology   2012 — 2014
Master's Degree, Counseling and Organizational Psychology

The University of Kansas   2007 — 2011
Bachelor of Science, Finance

The University of Kansas   2007 — 2011
Bachelor of Arts, International Studies

Weston Buck Weston Buck San Francisco, California Details
Weston Buck's Boston Financial Data Services Experience August 2005 - April 2009
Job Associate at BlackRock Control and Analytics
Industry Financial Services
Experience
BlackRock  June 2013 - Present
Loring Ward  January 2012 - May 2013
Franklin Templeton Investments  October 2011 - January 2012
State Street Bank  2008 - November 2011
Boston Financial Data Services   August 2005 - April 2009
AstraZeneca  2006 - 2006

Skills
Mutual Funds, Securities, Analysis, Investments, Financial Analysis, Asset Management, Bloomberg, Equities, Fixed Income, Financial Services, Asset Allocation, Risk Management, Financial Reporting, Alternative Investments, Investment Management, Access, Budgets, Fund Administration, Asset Managment, Fund Accounting, Financial Statements, Strategic Financial..., Compliance, AutoCAD, Autodesk Inventor, T-SQL, Microsoft SQL Server, SQL Server Management..., SQL, Python

Education
General Assembly   2015 — 2015
Data Science and Machine Learning

Baker University   2008 — 2010
MBA, Business

University of Kansas   2003 — 2007
BGS, Economics

General Assembly

Noah Appel Noah Appel United States Details
Noah Appel's Boston Financial Data Services Experience October 2012 - March 2013
Job Software Engineer and Founding Team Member at bop.fm
Industry Computer Software
Experience
bop.fm  March 2014 - Present
General Assembly  August 2015 - Present
Aquto  March 2013 - March 2014
Boston Financial Data Services   October 2012 - March 2013
Dub5 Design   November 2011 - October 2012

Skills
User Experience, Web Development, HTML 5, CSS, User Interface, Web Design, Photoshop, JavaScript, Social Skills, Music Business..., HTML5, CSS3, Communication, Management, Ruby on Rails, MVC, Backbone.js, Node.js, Agile Methodologies, jQuery

Education
Berklee College of Music   2006 — 2010
Bachelor's degree, Music Business

General Assembly
Back End Web Development

Alan Gomer Alan Gomer Kansas City, Missouri Details
Alan Gomer's Boston Financial Data Services Experience July 2012 - July 2013
Job Teacher at Faith Christian Academy
Industry Religious Institutions
Experience
Faith Christian Academy  July 2013 - Present
Boston Financial Data Services   July 2012 - July 2013
Pisgah Baptist Church   February 2011 - February 2013
Boston Financial Data Services   September 2008 - July 2012

Skills
Microsoft Office, PowerPoint, Public Speaking, Microsoft Word, Teaching, Preaching, Customer Service, Theology, Biblical Studies

Education
Midwestern Baptist Theological Seminary   2008 — 2012
Master of Divinity (M.Div.)

Bob Jones University   2005 — 2007
Master of Arts (M.A.), Theology/Theological Studies

Tareen Shareef Tareen Shareef Greater Boston Area Details
Tareen Shareef's Boston Financial Data Services Experience 2012 - 2014
Job Leader | Learner | Strategic Business Development | Business Process Optimization
Industry Financial Services
Experience
State Street  2014 - Present
Boston Financial Data Services   2012 - 2014
Boston Financial Data Services   2011 - 2012
Brown Brothers Harriman  2010 - 2011
Fidelity Investments  2007 - 2009
JP Morgan Chase  2005 - 2007
Computer Associates (CA)   1999 - 2004

Skills
Business Analysis, Business Process, Process Improvement, Strategy, Risk Management, Business Process..., Systems Analysis, Leadership, Strategic Planning, Project Portfolio..., SDLC, Management, New Business Development, Program Management, Knowledge Management, Management Consulting, SharePoint, Project Planning, Change Management, Vendor Management, Enterprise Software, Risk Assessment, Risk Analysis, Productivity Improvement, Process Optimization, Audit, Compliance Management, Competitive Analysis, Engagement Management, Best Practices

Education
MIT Sloan School of Management   2013 — 2013
Executive Certificate in Management and Leadership

Bloomsburg University of Pennsylvania
BSBA, Management Information Systems

Jordan Gilbert Jordan Gilbert Chicago, Illinois Details
Jordan Gilbert's Boston Financial Data Services Experience May 2007 - December 2009
Job Associate at Marcus & Millichap
Industry Real Estate
Experience
Marcus & Millichap  February 2014 - Present
Marcus & Millichap  February 2013 - January 2014
BiddingForGood  February 2012 - April 2012
Shark Branding  August 2011 - December 2011
inSegment  October 2010 - April 2011
Boston Financial Data Services   May 2007 - December 2009
F5 Promotions, LLC   November 2007 - August 2008

Education
University of Missouri-Kansas City   2012 — 2013
Master of Entrepreneurial Real Estate (MERE) Candidate, Real Estate

Babson College - Franklin W. Olin Graduate School of Business   2011 — 2012
Master of Business Administration (MBA)

University of Kansas   2003 — 2008
Bachelor of Science, Marketing with Concentration in Psychology

Dominique Grayson Dominique Grayson Kansas City, Missouri Area Details
Dominique Grayson's Boston Financial Data Services Experience May 2006 - December 2008
Job Desktop Support Specialist, CompTia Security+
Industry Information Technology and Services
Experience
Epiq Systems  March 2015 - Present
St. Luke's Health System   January 2015 - March 2015
Quest Diagnostics  March 2014 - February 2015
UPS  May 2012 - March 2014
T-Mobile  March 2012 - May 2012
Community America Credit Union  March 2010 - April 2011
Boston Financial Data Services   May 2006 - December 2008

Skills
Customer Service, Leadership, Team Building, Team Leadership, Microsoft Office, Troubleshooting, Training, Social Media, Social Networking, Marketing, Sales, Networking, Event Planning, Telecommunications, Public Speaking, Management, Social Media Marketing, Active Directory, Virtualization, Cloud Computing, Windows Server, Microsoft Technologies, Network Administration, Network Security

Education
Centriq Training   2014 — 2015
IT Administration, Computer/Information Technology Administration and Management

Tremaine Duarte Tremaine Duarte Kansas City, Missouri Details
Tremaine Duarte's Boston Financial Data Services Experience August 2000 - August 2001
Job Trust Officer at UMB Bank
Industry Banking
Experience
UMB Bank  2002 - Present
McDonald's Corporation  June 1995 - August 2002
Boston Financial Data Services   August 2000 - August 2001

Skills
Banking, Commercial Banking, Credit, Loans, Retail Banking, Credit Analysis, Relationship Management, Wealth Management, Cross Selling, Mutual Funds, Investments, Credit Cards, Financial Services, Bonds

Education
Baker University   2013 — 2014
Bachelor's Degree, Science in Management

Baker University   2011 — 2013
Associate of Arts (AA), Business Administration and Management, General

DeVry University-Missouri   2000 — 2001

Crystan Vaughn Crystan Vaughn Kansas City, Missouri Details
Crystan Vaughn's Boston Financial Data Services Experience October 2010 - January 2013
Job Customer Care Specialist at Blue Cross and Blue Shield of Kansas City
Industry Insurance
Experience
Blue Cross and Blue Shield of Kansas City  April 2015 - Present
Blue Cross and Blue Shield of Kansas City  November 2013 - March 2015
The University of Kansas Hospital  February 2013 - November 2013
Boston Financial Data Services   October 2010 - January 2013

Skills
Customer Service, Health Insurance, Direct Patient Care, Leadership, Data Entry, Listen, Microsoft Word, Microsoft Office, Time Management, Outlook, Teamwork, Critical Thinking, Community Health, Cpr Certified, Insurance Claims, PowerPoint, Event Planning, Administrative..., Microsoft Excel

Education
Baker University   2014 — 2016
Master of Business Administration (M.B.A.), Health/Health Care Administration/Management

University of Kansas   2008 — 2012
Bachelor's degree, Applied Behavioral Science in Community Health, minor in Women's Studies, 3.3 GPA

Joe Smaller - PMP®, CAPM®, CSSGB Joe Smaller - PMP®, CAPM®, CSSGB Greater Boston Area Details
Joe Smaller - PMP®, CAPM®, CSSGB's Boston Financial Data Services Experience April 2002 - May 2005
Job Portfolio Manager Blue Cross Blue Shield of Massachusetts
Industry Hospital & Health Care
Experience
Blue Cross Blue Shield of Massachusetts  October 2013 - Present
Blue Cross Blue Shield of Massachusetts  January 2013 - October 2013
DST Retirement Solutions, LLC   June 2008 - June 2012
DST Retirement Solutions, LLC   May 2005 - June 2008
Boston Financial Data Services   April 2002 - May 2005
Boston Financial Data Services   February 2001 - September 2001
Boston Financial Data Services   September 1998 - February 2001
Boston Financial Data Services   March 1994 - September 1998
Auto Radiator Services - Braintree   1988 - 1992
Suffolk University  1988 - 1992

Skills
Business Analysis, SDLC, Project Management, Management, CRM, Financial Services, Microsoft Office, PMO, Vendor Management, Project Planning, Program Management, Mutual Funds, Team Building, Leadership, PowerPoint, Business Process, Business Process..., Lotus Notes, Outlook, Requirements Gathering, Transfer Agency, Financial Reporting, System Conversions, Mergers, Retirement, Risk Management, Full Life-Cycle Project..., Agile Methodologies, Associate Training &..., Goal Setting, Visio, Six Sigma, MS Project, Budgets, Strategic Planning, Access, Disaster Recovery, Software Documentation, Project Portfolio..., Business Development, Performance Evaluations, Mentor/Coaching, Regression & Acceptance..., Workflow Development, Gap Analysis, PMBOK, ERP, Audits, RFP Generation, Lean Management

Education
Suffolk University
B/S, Public Relations/Organizational Communications

Bentley College
Pension Fundamentals Course, A-

Catholic Memorial High School
College Preparatory

Michelle Smaller, CMA Michelle Smaller, CMA Randolph, Massachusetts Details
Michelle Smaller, CMA's Boston Financial Data Services Experience January 2009 - September 2011
Job Certified Medical Assistant at Doctors Express Braintree
Industry Medical Practice
Experience
Doctors Express Braintree   April 2014 - Present
Boston Financial Data Services   January 2009 - September 2011
Boston Financial Data Services   January 2006 - January 2009
Boston Financial Data Services   June 2002 - January 2006
Boston Financial Data Services   February 2001 - June 2002
Boston Financial Data Services   March 1998 - February 2001

Skills
Management, Supervising, Lotus Notes, Micosolft Office Suite, Outlook, Microsoft Excel, Microsoft Word, Access, SharePoint, DST, Mutual Funds, Analysis, SDLC, Software Documentation, Process Improvement, Business Analysis, Healthcare

Education
Porter and Chester Institute-Canton   2013 — 2014
Medical Assistant Certiticate, Medical Assistant Program, GPA 4.0

American Career Institute-Braintree   2012 — 2013
Medical Assistant Certificate, Medical Assistant Program

Randolph High School

Thomas Kanelos Thomas Kanelos Greater Boston Area Details
Thomas Kanelos's Boston Financial Data Services Experience May 2008 - August 2010
Job SQL Developer at Eze Software Group
Industry Information Technology and Services
Experience
Eze Software Group  February 2014 - Present
Bose Corporation  July 2012 - February 2014
Merkle  June 2011 - July 2012
Boston Financial Data Services   May 2008 - August 2010

Skills
T-SQL, ETL, Informatica, SSRS, SSIS, Shell Scripting, Tidal, Unix, Database Marketing, MS Integration Services, Data Analysis, Data Management, Performance Tuning, Relational Databases, Tableau, Query Writing, Query Optimization, Query Analyzer, Accounting, Marketing Strategy, Corporate Finance, Alterian, Campaigns, Microsoft SQL Server, Database Auditing, Powershell, Business Analysis, Access

Education
Bentley University   2007 — 2011
Bachelor's of Science, Corporate Finance and Accounting

Boston College High School   2003 — 2007

Stacy Rich Stacy Rich Kansas City, Missouri Area Details
Stacy Rich's Boston Financial Data Services Experience September 2008 - Present
Job CoOwner of Michellee's Unique & Chic
Industry Motion Pictures and Film
Experience
Kansas International Film Festival   July 2011 - Present
Boston Financial Data Services   September 2008 - Present
Kansas City Women In Film Inc   2011 - 2014
Smart Mouth Productions LLC   August 2012 - August 2012
Lyn Elliot Production   July 2012 - July 2012
Romano's Macaroni Grill  August 2005 - July 2009

Skills
Microsoft Office, Microsoft Excel, Fundraising, PowerPoint, Accounting, Non-profits, Microsoft Word, Budgets, Customer Service, Organizational Structure, Film Production, Film Festivals, Hospitality, Leadership, Lotus Notes, Social Media Marketing, Social Networking, AWD, TA2000, Wordpress, Creative Writing, Screenwriting, Motivational..., Nonprofits, Film, Marketing

Education
Ashford University   2005 — 2007
Visual Communications

Caitlin O'Malley Caitlin O'Malley Duxbury, Massachusetts Details
Caitlin O'Malley's Boston Financial Data Services Experience May 2013 - Present
Job Religion Teacher at Cardinal Spellman High School
Industry
Experience
Cardinal Spellman High School  August 2013 - Present
Healthtrax Fitness & Wellness  June 2013 - Present
Boston Financial Data Services   May 2013 - Present
The Weymouth Club  April 2013 - Present
JMC Restaurant Group, Inc. Friendly's   May 2006 - Present
Benedictine Volunteer Corps  August 2012 - February 2013
Wendy's  May 2007 - July 2012
St. John Neumann Roman Catholic Church  October 2011 - December 2011

Skills
Team Leadership, Customer Service, Teaching, High Organizational..., Multitasking Skills, Appointment Scheduling, Data Entry, Facebook, Fundraising, PowerPoint, Public Speaking, Religion, Theology, Time Management

Education
Belmont Abbey College   2008 — 2012
Bachelor of Arts (B.A.), Major in Theology, Minor in Psychologu, Cum Laude

Christopher Camposeo Christopher Camposeo Boston, Massachusetts Details
Christopher Camposeo's Boston Financial Data Services Experience October 2013 - December 2014
Job Sr. Project Manager, Merchandising Portfolio Strategy at Staples
Industry Investment Management
Experience
Staples  December 2014 - Present
Boston Financial Data Services   October 2013 - December 2014
State Street Global Advisors  October 2011 - October 2013
D'Amore-McKim School of Business Corporate & Executive Education   September 2011 - March 2012
State Street  October 2010 - October 2011
State Street  December 2006 - September 2010
State Street  December 2006 - July 2008
State Street Corporation  August 2005 - November 2006

Skills
Fixed Income, Equities, Portfolio Management, Alternative Investments, Investments, Analysis, Financial Analysis, Economics, Bloomberg, Financial Modeling, Mutual Funds, Data Analysis, Microsoft Excel, Finance, Research, Asset Managment, Business Development, Business Strategy, Product Development

Education
Northeastern University - Graduate School of Business Administration   2009 — 2011
MBA, International Business

Bates College   2001 — 2005
B.A, Economics

Julie A. Block Julie A. Block Greater Boston Area Details
Julie A. Block's Boston Financial Data Services Experience 1998 - 2000
Job Professional Insurance Sales & Service Agent Property * Casualty * Life * Accident * Health * Disability
Industry Insurance
Experience
Burkart Flutes and Piccolos   2013 - 2014
Aflac  2012 - 2013
Leland Insurance Agency   2010 - 2012
AAA of southern New England   2007 - 2010
Boston Financial Data Services   1998 - 2000

Skills
Critical Thinking, Negotiation, Complex Problem Solving, Time Management, Service Orientation, Management of Personnel..., Social Perceptiveness, Mediation, Property & Casualty..., Health Insurance, Disability Insurance, Customer Relations, Underwriting, Insurance Policies, Customer Retention, Homeowners, Automobile Liability, CGI, Strategic Planning, Insurance Policy..., Insurance Policy..., Best Practices, E&O, Dram Shop Liability..., Bailee coverage

Education
Bridgewater State University
Biology/Biological Sciences, General

Brockton High School
College Prep.

Southeastern Technical Institute
CDA designation, Dental Assisting/Assistant - Dental Laboratory Technology

Connie Holloway - Smith Connie Holloway - Smith Olathe, Kansas Details
Connie Holloway - Smith's Boston Financial Data Services Experience 2000 - 2006
Job Sr. Product Development Leader at Argus Health Systems
Industry Health, Wellness and Fitness
Experience
Argus Health Systems  December 2000 - Present
Boston Financial Data Services   2000 - 2006
Sallie Mae  July 1987 - December 2000

Skills
Pharmacy Benefit..., Healthcare, Managed Care, Process Improvement, Medicare Part D, Healthcare Information..., SDLC, Business Analysis, Cross-functional Team..., Strategic Planning, Visio, Project Management, Product Management, Requirements Gathering, Agile Methodologies, Software Documentation, Medicare, Product Development, Customer Service, Team Leadership, Business Development, Healthcare Industry, Medicaid, Vendor Management, HIPAA, Insurance, Pharmacy, Team Building, Quality Assurance, Health Insurance, Data Analysis

Education
Troy State University   1992 — 1994
Master's degree, Business Administration and Management, General

Baker University   1981 — 1985
Bachelor of Science (BS), Communications

Shawnee Mission South High School

Shawnee Mission South High School

Shawnee Mission South High School

Dillon Kehrwald Dillon Kehrwald Kansas City, Missouri Area Details
Dillon Kehrwald's Boston Financial Data Services Experience October 2010 - May 2014
Job Software Engineer at Cerner Corporation
Industry Computer Software
Experience
Cerner Corporation  January 2015 - Present
Cerner Corporation  May 2014 - December 2014
Boston Financial Data Services   October 2010 - May 2014
Cerner Corporation  May 2013 - August 2013
Tequa Creek Holdings LLC   January 2013 - May 2013
Westlake Hardware  April 2007 - May 2011

Skills
JavaScript, HTML, CSS, HTML5, Programming, Ubuntu, Business, C++ Language, .NET, SQL, Linux, Windows, Accounting, Information Technology, Marketing, Economics, Finance, Visual Basic, Microsoft SQL Server, C#, VB.NET, Agile Methodologies, Software Engineering

Education
Baker University   2013 — 2014
Bachelor of Arts (B.A.), Computer Science

Johnson County Community College   2009 — 2013

Suzanne Peterson Suzanne Peterson Greater Boston Area Details
Suzanne Peterson's Boston Financial Data Services Experience February 2011 - September 2011
Job Experienced Financial Services professional
Industry Financial Services
Experience
Federal Reserve Bank of Boston  November 2011 - Present
Boston Financial Data Services   February 2011 - September 2011
Boston Financial Data Services   July 2004 - February 2011
Federated Services Company, Inc. (purchased by BFDS)   July 2002 - July 2004
Federated Services Company, Inc.   June 1998 - July 2002
Federated Services Company, Inc.   November 1996 - June 1998
Clothes Quarters, Inc.   September 1988 - September 1990

Skills
MS Office Suite, DST Systems, TSO, Excel proficient, Data Analysis, Developing Client..., Analytics, Microsoft Excel, Microsoft Office, Project Management, Management, Mutual Funds, Banking, Financial Analysis, Process Improvement

Education
Babson College   1981 — 1985
Bachelor of Science, Business Management

Weymouth North High School   1979 — 1981

Steven Fossella Steven Fossella Greater Boston Area Details
Steven Fossella's Boston Financial Data Services Experience January 2012 - June 2012
Job Technical Project Manager
Industry Real Estate
Experience
Boston Financial Data Services   January 2012 - June 2012
SRI Infotech   September 2009 - September 2010
State Street Corporation  May 2005 - February 2009
Capeway Computing Associates, Inc.   1999 - 2005
State Street Corporation  February 2000 - October 2004
Ragingbull, Inc   November 1999 - January 2000
Thomson Electronic Settlements Group   January 1999 - June 1999
State Street Bank and Trust Co  January 1993 - January 1998
Capeway Computing Associates, Inc.   January 1984 - January 1993

Education
Bentley University   1977 — 1980
B.S., Computer Information Systems

Pradeep Sharma Pradeep Sharma Sunnyvale, California Details
Pradeep Sharma's Boston Financial Data Services Experience November 2012 - August 2013
Job Tech Lead Apple
Industry Electrical/Electronic Manufacturing
Experience
Apple  August 2015 - Present
Perceivant   August 2014 - July 2015
IEEE  August 2013 - August 2014
Boston Financial Data Services   November 2012 - August 2013
The Warranty Group  July 2012 - November 2012
Caesars Entertainment Corporation  February 2012 - August 2012
Hewlett Packard  March 2011 - February 2012
Marriot International, Bethesda, MD   December 2009 - January 2011
United Health  February 2009 - November 2009
Cintas  May 2008 - January 2009

Skills
Java software..., Java, Core Java, Databases, Liferay, Oracle SQL, JAXB, AOP, Hudson, Maven, JBoss, Web Logic, JUnit, WSDL, Spring, Hibernate, Tomcat, Struts, Guice, J2EE, SOAP, JDeveloper, Eclipse, JSON, Sonar, VSS, AJAX, Git, XML, Rally, jQuery, C, C++, Log4j, Ant, JMS, JPA, EJB, JSF, SQL, Java Enterprise Edition, JBoss Application Server, Weblogic, Subversion, Web Services, Design Patterns, Websphere, SOA, XSLT, UML

Education
University of Northern Virginia   2010 — 2012
Master of Science, Computer Science, Online Ongoing

Pokhara Vishwavidalaya   2000 — 2004
Bachelor of Engineering, Computer Engineering

Maharishi Vidya Mandir Public School   1997 — 1999
Higher Secondary, CBSE

Buddha Jyoti High School   1985 — 1997
High School, SLC

Ben Gamer Ben Gamer Greater Boston Area Details
Ben Gamer's Boston Financial Data Services Experience 2000 - 2001
Job Vice President, Professional Services/Head of Recruiting at HealthEdge
Industry Hospital & Health Care
Experience
HealthEdge  August 2014 - Present
HealthEdge  May 2014 - August 2014
Charles River Development  February 2010 - April 2014
Charles River Development  September 2007 - February 2010
Charles River Development  August 2006 - September 2007
Charles River Development  January 2005 - August 2006
Charles River Development  2004 - 2005
MKM Partners  March 2003 - November 2003
SAC Capital Advisors  March 2001 - March 2003
Boston Financial Data Services   2000 - 2001

Skills
Trading Systems, Market Data, Fixed Income, Electronic Trading, Equities, Business Analysis, Management, Derivatives, Financial Markets, Professional Services, Consulting, Order Management, Resource Management, Equity Trading, Enterprise Software, Options, Portfolio Management, Middle Office, Bloomberg, Asset Management, Project Management, Trading, Financial Services, SaaS, Capital Markets, Securities, Risk Management, FX Options, Alternative Investments, Hedge Funds, Back Office, Investment Management, Mutual Funds, Strategic Partnerships, Negotiation, Recruiting, SDLC, Vendor Management

Education
Bentley University   1996 — 2000
BS, Finance

Danvers High School   1992 — 1996

Jim Nee Jim Nee Greater Boston Area Details
Jim Nee's Boston Financial Data Services Experience 2007 - 2008
Job Senior Manager at EY
Industry Financial Services
Experience
EY  December 2013 - Present
Deloitte & Touche  June 2004 - November 2013
Boston Financial Data Services   2007 - 2008
IXIS Asset Management Services   1999 - 2003
Natixis Global Associates  1999 - 2003
Natixis  1999 - 2003
Scudder Investments  March 1990 - September 1999

Skills
Financial Services, Process Improvement, Operations Management, Risk Management, Call Centers, Mutual Funds, Business Analysis, Business Process..., Business Transformation, Call Center, Vendor Management, Program Management, Mergers & Acquisitions, Change Management, Securities, Project Management, Investments, Asset Management, Hedge Funds, Anti Money Laundering, Management Consulting

Education
Bentley College - Elkin B. McCallum Graduate School of Business   1995 — 2004
Master of Business Administration (MBA), Business Administration and Management, General

University of Massachusetts, Amherst   1985 — 1990
BA, Economics

Canton High School   1982 — 1985

Paul Beardsley Paul Beardsley Greater Boston Area Details
Paul Beardsley's Boston Financial Data Services Experience February 2014 - Present
Job Proxy Operations Manager
Industry Financial Services
Experience
Boston Financial Data Services   February 2014 - Present
The Colbent Corporation  October 2011 - January 2014
Beehive Builders LLC   July 2010 - February 2012
ICAP  January 2007 - May 2010
Backyard Adventures  April 2005 - December 2006
Beardsley Plumbing Inc   June 2002 - August 2006

Skills
Excel, Financial Reporting, PowerPoint, Word, Budgeting, Accounting, Finance, Management, Microsoft Excel, Project Management, Microsoft Word, Analysis, Budgets, Financial Analysis

Education
Bentley University   2003 — 2007
Bachelor of Science, Corporate Finance and Accounting

Bentley University   2003 — 2007
Bachelor of Science (BS), Corporate Finance & Accounting

Riley Rothe Riley Rothe Kansas City, Missouri Area Details
Riley Rothe's Boston Financial Data Services Experience 2007 - 2008
Job Fund Administration Assistant Director, Officer at State Street
Industry Financial Services
Experience
State Street  June 2013 - Present
Business and Finance Tutor   January 2009 - Present
State Street  February 2013 - June 2013
State Street  February 2012 - February 2013
State Street  February 2011 - February 2012
State Street  August 2008 - February 2011
Boston Financial Data Services   2007 - 2008
University of Kansas Dining Services   August 2003 - July 2007

Skills
Financial Analysis, Financial Reporting, Budgeting, Financial Accounting, Investments, Reconciliation, Bloomberg, Securities, Mutual Funds, Accounting, Cash Flow, SEC reporting, Compliance, Banking, Budgets, Internal Audit, Financial Statements, Analysis, Account Reconciliation, Finance, Fixed Income, Derivatives

Education
Baker University   2010 — 2012
MBA, Finance, Accounting

The University of Kansas   2003 — 2007
Bachelors of Science, Finance, Accounting, Business Administration

Maize High School   2000 — 2003

Samantha Withers Samantha Withers Boston, Massachusetts Details
Samantha Withers's Boston Financial Data Services Experience January 2013 - April 2015
Job UX Developer at Fidelity Investments
Industry Internet
Experience
Fidelity Investments  April 2015 - Present
Boston Financial Data Services   January 2013 - April 2015
Secretary of the Commonwealth of Massachusetts   November 2011 - January 2013
Boys and Girls Clubs of America  October 2010 - October 2011
Deerfiled Community School   January 2011 - May 2011
Manchester High School Central   August 2010 - December 2010
WMUR - Channel 9 News Station   January 2007 - September 2007

Skills
Adobe Creative Suite, Graphic Design, Social Media, Photoshop, InDesign, Web Design, Web Development, Project Coordination, Email Marketing, Social Media Marketing, Digital Printing, E-commerce, Facebook, Editing

Education
University of New Hampshire   2010 — 2011
Master of Education (M.Ed.), K-12 Education, Honors (Cum Laude)

University of New Hampshire   2007 — 2010
BA, Studio Arts: Digital Arts, Photography, Ceramics, Printmaking, Honors (Cum Laude)

Souhegan   2002 — 2006
Honors

Bennington College

Scott Eric Miller Scott Eric Miller Albion, Rhode Island Details
Scott Eric Miller's Boston Financial Data Services Experience January 2000 - December 2001
Job Senior Securities Analyst at Citizens Financial Group
Industry Financial Services
Experience
In Transition  December 2014 - Present
Citizens Bank  November 2006 - December 2014
Citizens Bank  November 2003 - October 2006
Citizens Bank  April 2002 - November 2003
Boston Financial Data Services   January 2000 - December 2001
BankBoston  1995 - 2000
Video Plus  1990 - 1995

Skills
Investments, Financial Services, Fixed Income, Mutual Funds, Securities, Banking, Financial Analysis, Financial Markets, Portfolio Management, Risk Management, Wealth Management, Customer Service, Management, Finance, Series 7

Education
Bentley University
Business

Moses Brown School

The George Washington University
Political Science

U.S. Senate Page School

University of Rhode Island
BA, English

The MAK [Muthusamy Anantha Kumar] The MAK [Muthusamy Anantha Kumar] Greater New York City Area Details
The MAK [Muthusamy Anantha Kumar]'s Boston Financial Data Services Experience August 1999 - September 2000
Job Columnist at Database Journal
Industry Financial Services
Experience
?   December 2011 - Present
SlipStream Consulting, LLC   January 2011 - Present
Univerisity of west florida   July 2009 - Present
Database Journal   February 2003 - Present
Global leading Investment Firm   November 2005 - January 2011
Jefferies & Company  August 2004 - November 2005
Merrill Lynch  September 2002 - August 2004
PC Connection  March 2002 - August 2002
PurchaseSoft, Inc   July 2001 - February 2002
Boston Financial Data Services   August 1999 - September 2000

Skills
Database Administration, Performance Tuning, Database Design, Databases, Microsoft SQL Server

Education
CSM IGS - TASMAC   1995 — 1997
MBA, Personnel Management

Bharathidasan University   1992 — 1996
BBA, Business Administration/ computer science

National College   1992 — 1995
BBA

Tim Leonard Tim Leonard Greater Boston Area Details
Tim Leonard's Boston Financial Data Services Experience March 2014 - Present
Job Senior Project Manager – EBusiness Delivery
Industry Financial Services
Experience
Boston Financial Data Services   March 2014 - Present
Boston University - Information Services & Technology  June 2010 - February 2014
MetLife  December 2000 - January 2009
Shoplink.com  June 2000 - November 2000
Insurance Technology Service of America   June 1999 - June 2000
AMS Services  February 1984 - June 1999

Skills
Forecasting, Budgeting, Customer Focus, Deliverables, Financial Reporting, Planning, Business Planning, Analysis, Strategic Planning, Customer Relations, Variance Analysis, Risk Management, Negotiation, Compliance, Process Improvement, Product Development, Scheduling, Microsoft Office, Operations Management, Contract Management, Customer Service, Supervisory Skills, Team Building, Hiring, Administration, Business Analysis, MS Project, Cost, Vendor Management, Problem Solving, SDLC, Project Planning, Team Leadership, Access, Change Management, Microsoft Excel, Project Management, Business Intelligence, Budgets, Training, Software Development, Management Consulting, Business Process..., Data Analysis, Program Management, Quality Assurance, SQL, Cross-functional Team...

Education
Bentley University   1976 — 1980
BS, Accountancy

Shivang Amin Shivang Amin Canton, Massachusetts Details
Shivang Amin's Boston Financial Data Services Experience May 2015 - Present
Job Core Support Associate at Boston Financial Data Services
Industry Investment Banking
Experience
Boston Financial Data Services   May 2015 - Present
Kumon  February 2008 - August 2014
Roche Bros. Supermarkets  August 2012 - July 2014
Mock Trial  November 2009 - March 2013

Skills
Microsoft Excel, Peachtree, Microsoft Word, Financial Analysis, Capital Budgeting, Management, Customer Service, Leadership, Microsoft Office, PowerPoint, Public Speaking, Social Media, Time Management, Social Networking

Education
Bentley University   2013 — 2017
Bachelor’s Degree, Economics- Finance, 3.30

Canton High School   2009 — 2013
High School, 3.75

Anthony Esteves Anthony Esteves Greater Boston Area Details
Anthony Esteves's Boston Financial Data Services Experience November 2006 - June 2010
Job
Industry Financial Services
Experience
Citizens Bank  March 2013 - Present
Vision Government Solutions  October 2011 - September 2012
E.A.Dion   January 2011 - May 2011
Boston Financial Data Services   November 2006 - June 2010

Education
New Horizons   2010 — 2010
Visual Studio 2005-2008, .Net Programming

Bentley College   1984 — 1988
Bachelor's degree, Economics

Anthony Herrera Anthony Herrera Boston, Massachusetts Details
Anthony Herrera's Boston Financial Data Services Experience 2010 - 2010
Job Financial Management Associate at Liberty Mutual Investments
Industry Accounting
Experience
Liberty Mutual Insurance  July 2015 - Present
Bentley University  February 2015 - May 2015
Liberty Mutual Insurance  June 2014 - September 2014
Boston Children's Hospital  May 2012 - July 2012
Boston Red Sox  May 2011 - August 2011
Boston Financial Data Services   2010 - 2010

Education
Bentley University   2012 — 2015
Bachelor of Science (B.S.), Accounting, Graduated

Universität Mannheim   2014 — 2014
Business

University of Massachusetts Lowell   2011 — 2012
Accounting

Boston Latin School   2005 — 2011
High School Diploma, General

Darryl Forbes Darryl Forbes Somerset, Massachusetts Details
Darryl Forbes's Boston Financial Data Services Experience December 2004 - December 2008
Job STEM Teacher at New Bedford Public Schools
Industry Primary/Secondary Education
Experience
Somerset Berkley Community Evening High School   June 2014 - Present
Town of Somerset, MA   November 2011 - Present
New Bedford Public Schools  March 2015 - Present
Fall River Public Schools  December 2012 - March 2015
Viveiros Insurance Agency   2011 - 2013
New York Life Insurance Company  2011 - 2011
Boston Financial Data Services   December 2004 - December 2008
DST Output  May 2003 - December 2004
Boston Financial Data Services   December 1997 - May 2003
Interactive Data  March 1995 - December 1997

Skills
Financial Services, Leadership, Insurance, Mutual Funds, CRM, Process Improvement, Management, Project Management, Risk Management, Finance, Strategic Financial..., Investments, 529 Plans, Budgets, Sales Presentations, Account Management, Sales, MS Project, Microsoft Excel, Training, Mathematics Education, Securities, Retirement Planning, 401k, Consulting, PMP, Teaching, Education, Coaching, Employee Benefits, Time Management, Health Insurance

Education
Bentley University   1987 — 1991
Bachelor of Science, Management

Babson College - Franklin W. Olin Graduate School of Business

Johanna Gomes Johanna Gomes Providence, Rhode Island Details
Johanna Gomes's Boston Financial Data Services Experience 2001 - 2002
Job Nonprofit Organization Management Professional
Industry Nonprofit Organization Management
Experience
Home Base Business   October 2012 - Present
Allen School of Health Sciences  2014 - 2015
CoWorx Staffing Services/RI Department of Corrections Business Office   April 2012 - October 2012
RI Parent Information Network/RI Department of Corrections   2009 - 2012
PFPC  August 2005 - March 2008
Boston Financial Data Services   2001 - 2002
Dreyfus Transfer Inc./Mellon   1993 - 2001
American Expresss/First Data Investor Services Group (TSSG)   1989 - 1993
RI Hospital Trust National Bank  1988 - 1989

Skills
Creative Problem Solving, Public Speaking, Special Projects, Staff Training, Technical Training, Quality Assurance, Stakeholder Liaison, General Administration, General Office Duties, Business Correspondence, Team Building, Budgeting, Customer Relations, Customer Focus, Customer Retention, Documentation, Databases, Data Entry, Excel, Event Planning, Fundraising, Government, Healthcare, Internet, Team Leadership, User Experience, Mutual Funds, Banking, Data Security, Organizational..., receptionist, Non-profits, Transitions, Fibromyalgia, Social Security..., Customized Employment, Community/State Services, Housing, Type 2 Diabetes, Microsoft Word, Program Management, Research, Resume Writing, Outlook, Workshop Facilitation, Leadership, Relationship Management, Process Improvement, Financial Services, Management

Education
Allen School-Brooklyn   2014 — 2015
Associate’s Degree of Applied Science in Medical Billing and Coding, Medicall Billing and Coding

Allen School-Brooklyn
Medical Billing and Coding, 4.0 GPA

The National Council for Community Behavioral HealthCare for Mental Health First Aide   2011 — 2011
Mental Health

Cornell University   2010 — 2010
Social Security Benefit and Work Incentive Planner

Griffin-Hammis Association LLC Center   2010 — 2010
Customized Employment

Hope High School

Opportunities Industrialization Center of RI Inc.
Word Processing Program

The Modern School
Word Processing and Accounting I & II

Jacob Dee, MBA Jacob Dee, MBA Lawrence, Kansas Details
Jacob Dee, MBA's Boston Financial Data Services Experience June 2015 - Present
Job Group Manager at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services   June 2015 - Present
Grundfos Pumps Corporation USA   February 2011 - May 2015
TJMaxx  June 2010 - December 2010
Wal-Mart  August 2009 - June 2010
ICL Performance Products LP  August 2007 - December 2008
Business Tech Professionals   December 2004 - June 2008
University National Bank  December 2000 - November 2004

Skills
Management, Process Improvement, Project Management, Customer Service, SAP, Sales, Microsoft Office, Research, Training, Outlook, Writing, Social Media, Change Management, Strategic Hiring, Problem Analysis, MS Project, Lotus Notes, Kronos Timekeeping, Outside Sales, Customer Support, Entrepreneurship..., Entrepreneurship, Coaching & Mentoring, Leadership

Education
Baker University   2012 — 2014
Master of Business Administration (MBA), Graduate Studies in Business, 4.00 GPA

DeVry University   1999 — 2005
BS Business Administration, Business Information Systems, 3.86 GPA

University of Louisiana at Lafayette   1998 — 1999
Undergraduate Work, Philosophy

Ocean Corporation   1997 — 1998
Ultimate Diver, Underwater Welding and Construction; Tending; Rigging; ROV; NDT; Hyperbaric Chamber Operation, 4.00 GPA

Baker University   1994 — 1996
Under-Graduate Work, Philosohpy

Northeastern Illinois University   1993 — 1994
Under-Graduate Work, Philosophy

Missouri Southern State University   1992 — 1993
Under Graduate Work, Biology/Biological Sciences, General

James Marrano James Marrano Greater Boston Area Details
James Marrano's Boston Financial Data Services Experience January 1985 - January 1988
Job Associate Partner, Strategy & Transformation, IBM GBS U.S. Financial Markets
Industry Financial Services
Experience
IBM GBS U.S. Financial Markets   August 2013 - Present
State Street Corporation  August 2003 - January 2013
State Street Corporation  April 2001 - August 2003
Excelergy  January 2000 - April 2001
PwC  August 1998 - January 2000
Scudder, Stevens & Clark   July 1995 - August 1998
Scudder, Stevens & Clark   January 1988 - July 1995
Boston Financial Data Services   January 1985 - January 1988

Skills
Analytics, Strategy, Portfolio Management, Cloud Computing, Product Development, Change Management, Strategic Planning, SDLC, Product Management, Risk Management, Market Research, Mutual Funds, Project Planning, Fund Administration, Fund Accounting, Financial Services, Leadership, Fixed Income, Big Data, Web 2.0, Product Innovation, Program Management

Education
Bentley University   1980 — 1985
BS, Finance and Financial Management Services

Saint Sebastians CDC   1976 — 1980

Brian Olson, QKA Brian Olson, QKA Greater Boston Area Details
Brian Olson, QKA's Boston Financial Data Services Experience April 2006 - March 2009
Job Vice President at DST Retirement Solutions
Industry Financial Services
Experience
ASPPA Benefits Council of New England   January 2013 - Present
DST Retirement Solutions  April 2006 - Present
DST Retirement Solutions  March 2009 - January 2011
Boston Financial Data Services   April 2006 - March 2009
Mercer HR Services  January 2005 - April 2006
Putnam Investments  December 1994 - December 2004

Skills
401k, Mutual Funds, Retirement, Financial Services, ERISA, Defined Contribution, Investments, Employee Benefits, Securities, Process Improvement, Relationship Management, Vendor Management, Risk Management, Business Analysis, Insurance, Retirement Plan..., Business Process..., Pensions, Mergers & Acquisitions, Defined Benefit, Asset Management, Business Planning, Retirement Planning, SDLC, Visio

Education
Lesley University   1997 — 1999
BS, Business Management

Bentley University   1995 — 1997
none, Pension and Employee Benefits

Bryant University   1989 — 1991
none, Marketing

Dean College   1987 — 1989
Associates, Business Management

Steven Hodlin Steven Hodlin Charleston, South Carolina Area Details
Steven Hodlin's Boston Financial Data Services Experience March 2000 - April 2004
Job Senior Director of Operational Excellence
Industry Computer Software
Experience
Blackbaud, Inc.   2014 - 2015
Video Gaming Technologies, Inc.   February 2011 - June 2014
Malcolm Baldrige National Quality Award  May 1994 - September 2012
MassExcellence   April 2009 - March 2011
DST Output  April 2004 - February 2010
Boston Financial Data Services   March 2000 - April 2004
Eaton Semiconductor Equipment   1998 - 1999
Fusion Systems Corporation   1995 - 1998
Penril Datacommunications Networks, Inc.   1986 - 1994
U.S. Air Force   1973 - 1976

Skills
Six Sigma, Performance Metrics, Process Improvement, Business Process..., Change Management, Vendor Management, Strategic Planning, Cross-functional Team..., Program Management, Lean Manufacturing, Continuous Improvement, Team Building, Coaching, Project Management, Organizational..., Mergers, TQM, Supply Chain Management, Quality Management, MS Project, Business Process, Business Analysis, Quality System, Iso 9000, Balanced Scorecard, Leadership, Training, Quality Assurance, Business Strategy, Executive Management, Product Management, Black Belt, Management, Performance Management, Call Centers, Manufacturing, Product Development, Team Leadership, Process Engineering, Forecasting, Performance Improvement, Risk Management, Strategy, Project Planning, Leadership Development, Operations Management, Analysis, Visio, Testing, Budgets

Education
Walden University   2010 — 2016
PhD(ABD)

Babson College   1982 — 1986
MBA

University of Massachusetts, Amherst   1978 — 1982
B.S.

St. Joseph High School   1969 — 1973

Walter Jezak Walter Jezak Greater Boston Area Details
Walter Jezak's Boston Financial Data Services Experience January 1990 - March 1992
Job Financial Service Representative at Baystate Financial
Industry Financial Services
Experience
Baystate Financial / MetLife Premier Client Group   August 2014 - Present
Principal Financial Group  February 2010 - August 2014
Nationwide Financial Network  August 2005 - February 2010
CITISTREET RETIREMENT SERVICES  April 2004 - August 2005
Alliance Benefit Group  October 2003 - January 2004
Scudder Retirement Services   December 1997 - October 2003
FLEET FINANCIAL  October 1997 - December 1997
PUTNAM INVESTOR SERVICES   March 1992 - September 1997
Boston Financial Data Services   January 1990 - March 1992
JOHN HANCOCK MUTUAL LIFE   January 1989 - December 1989

Skills
Retirement Planning, Retirement, Excel, Word, PowerPoint, Long Term Care

Education
Merrimack College   2008 — 2010
Certificate CFP Program, Advanced Degree in Finance

Suffolk University   2000 — 2003
MBA, Business Administration and Management, General

Bentley University   1994 — 1996
Certification in Pension Administration, Retirement Planning

UNIVERSITY OF LOWELL   1987 — 1989
Bachelor of Science, Business Administration/Finance

Northern Essex Community College   1984 — 1986
Associate, Liberal Arts

Chris Sawin Chris Sawin Greater Boston Area Details
Chris Sawin's Boston Financial Data Services Experience January 2010 - August 2011
Job Internal Auditor; Effectively solving problems to meet customer goals
Industry Accounting
Experience
Protiviti  November 2011 - December 2014
Boston Financial Data Services   January 2010 - August 2011
KPMG  September 2008 - October 2009

Skills
Internal Audit, Internal Controls, Risk, Sarbanes-Oxley Act, Financial Risk, Financial Analysis, Financial Reporting, Accounting, Strategic Financial..., Auditing, Financial Planning

Education
Bentley University   2008 — 2008
Master’s Degree, Accountancy, Financial Planning

Bentley College   2005 — 2008
Bachelor of Science, Corporate Finance and Accounting

London School of Economics and Political Science   2006 — 2006
Economics

Paul Guilbault Paul Guilbault Greater Boston Area Details
Paul Guilbault's Boston Financial Data Services Experience October 2013 - Present
Job Systems Constultant at Boston Financial Data Services
Industry Computer & Network Security
Experience
Boston Financial Data Services   October 2013 - Present
Boston Financial Data Services   January 2000 - October 2013
Boston Financial Data Services   January 1998 - January 2000
Circuit City  September 1993 - January 2000
Stream  September 1997 - January 1998
CVS Pharmacy  April 1993 - September 1993
Ames Dept Store  September 1985 - February 1993
C A Crowley Engineering Inc   September 1987 - September 1990

Skills
Customer Service, Process Improvement, Email Security, Email Hosting, Microsoft Exchange, Email Strategy, Email Management, Active Directory, DNS, DNS Management, DNS Server, DNS Administration, DNSSEC, DMZ, Firewalls, Windows Security, Windows Server, Windows Services, WAP, ADFS, Skype, Netscaler, Computer Hardware, Network Load Balancing, Email Archiving, TMG, Network Troubleshooting, Troubleshooting, Websense, Voltage, Project Management, McAfee Antivirus, Websense Triton Email

Education
Clark University   1997 — 1997
MSCE, Windows NT and Exchange, Honors

Massasoit Community College   1985 — 1987
Associate of Science (AS), Heating, Ventilation, Air Conditioning and Refrigeration Engineering Technology/Technician, 3.8

Blue Hills Regional Technical School   1981 — 1985
High School Gradaute, Drafting and Design Technology/Technician, General, Honors

Markenson Telfort Markenson Telfort Revere, Massachusetts Details
Markenson Telfort's Boston Financial Data Services Experience May 2014 - Present
Job Search Engine Optimization Strategist at Charles River Interactive, Inc.
Industry Investment Banking
Experience
Charles River Interactive, Inc.   April 2015 - Present
Link-Bound Marketing / Independent   August 2014 - Present
Boston Financial Data Services   May 2014 - Present
Regis College  September 2011 - May 2014
Mental Health Programs Inc   September 2013 - January 2014
Regis College  May 2012 - August 2013
Lynn Economic Oportunity  June 2011 - August 2011

Skills
SEO, Investment Banking, Microsoft Office, Outlook, Leadership, Microsoft Excel, Media Production, Data Analysis, Financial Accounting, Marketing, WordPress, Python, Photoshop, Public Speaking, Accounting, Final Cut Pro, Customer Service, PowerPoint

Education
Regis College   2011 — 2014
Bachelor of Arts (B.A.), Management and Leadership (Accounting Concentration)

Bay State College   2010 — 2011
Business Administration and Management, General

Ebony Dozier Ebony Dozier Boston, Massachusetts Details
Ebony Dozier's Boston Financial Data Services Experience 2005 - 2007
Job Senior Dealer Operations Specialist at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2011 - Present
Citizens Bank  October 2007 - July 2011
Boston Financial Data Services   2005 - 2007
John Hancock Financial Services  June 2003 - August 2005

Skills
Series 7, Series 63, Mutual Funds, Securities, FINRA, Financial Services, Investments, Uniform Combined State..., Series 6, Series 24, Fixed Annuities, Banking, 401k, Process Improvement, Management, Trading

Education
Bridgewater State University   2000 — 2002
Communications Studies, Speech Communication and Rhetoric

Becker College   1995 — 1997
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies

Stephonne Singleton Stephonne Singleton Kansas City, Missouri Details
Stephonne Singleton's Boston Financial Data Services Experience August 2010 - April 2011
Job Owner at Glory Blue Music LLC (GBM)
Industry Music
Experience
Glory Blue Music LLC (GBM)   May 2015 - Present
HomeAdvisor  July 2014 - Present
HomeAdvisor  January 2014 - May 2014
The Corner Restaurant   May 2013 - August 2013
Citi  February 2012 - May 2013
Buddies Bar & Lounge   April 2011 - November 2011
Boston Financial Data Services   August 2010 - April 2011
Career Advisor  May 2010 - June 2010
Chipotle Mexican Grill  September 2009 - May 2010
Benedictine College  August 2005 - July 2009

Skills
Singing, Songwriting, Office Administration, Event Planning, Fundraising, Human Resources, Customer Service, Music, Music Industry, Songs, Theatre, Musical Theatre, Live Performer, Acting, Administrative..., Bartending, Event Management, Financial Services, Sales

Education
Full Sail University   2009 — 2010
Master’s Degree, Arts, Entertainment, and Media Management

Benedictine College   2005 — 2009
Bachelor’s Degree, Music Performance, General

Bishop Ward High School   2001 — 2005
High School

Wesley Del Valle Wesley Del Valle San Francisco Bay Area Details
Wesley Del Valle's Boston Financial Data Services Experience June 2005 - November 2007
Job Sr. Manager, Human Resources Business Partner at Cognizant Technology Solutions
Industry Information Technology and Services
Experience
Cognizant Technology Solutions  2014 - Present
T-Mobile  2011 - 2014
T-Mobile  2008 - 2011
Reser's Fine Foods  2007 - 2008
Boston Financial Data Services   June 2005 - November 2007

Skills
Spanish, English, Onboarding, Employee Relations, Performance Management, Benefits Administration, Succession Planning, Human Resources, Employee Benefits, Workforce Planning, HR Policies, Talent Acquisition, Organizational..., Talent Management, New Hire Orientations, Employee Engagement, Training, Applicant Tracking..., HRIS, College Recruiting, Change Management, Customer Retention, Management, Payroll, Leadership, Coaching, Personnel Management, Team Building, FMLA, Leadership Development

Education
Baker University   2008 — 2010
Masters, Business Administration

The University of Kansas   2002 — 2007
Bachelors, Psychology

Thu Tran Thu Tran Boston, Massachusetts Details
Thu Tran's Boston Financial Data Services Experience July 2009 - August 2009
Job Fixed Income Operations Analyst at Loomis, Sayles & Company
Industry Financial Services
Experience
Loomis, Sayles & Company   June 2015 - Present
Yale Appliance and Lighting  June 2014 - September 2015
Phonathon  September 2011 - May 2015
Action for Boston Community Development  June 2013 - August 2014
State Street  June 2011 - August 2011
State Street  July 2010 - August 2010
Boston Financial Data Services   July 2009 - August 2009

Skills
Microsoft Office, PowerPoint, Microsoft Word, Leadership, Public Speaking, Entrepreneurship, Fundraising, Marketing, Customer Service, Event Planning, Social Networking, Social Media, Research, Facebook, Market Research

Education
Babson College   2011 — 2015
Bachelor of Science (B.S.), Supply Chain Management

Boston Latin School   2005 — 2011
High School Diploma

Roberto Villanueva Roberto Villanueva Sarasota, Florida Details
Roberto Villanueva's Boston Financial Data Services Experience 1990 - 1994
Job Solutions Architect at AGI Worldwide
Industry Information Technology and Services
Experience
AGI Worldwide  February 2014 - Present
Merrimack Valley Distributing Co., Inc.   January 2010 - February 2014
Konstellation Managed Support Services   March 2008 - May 2009
Rocket Computers   1999 - 2008
Massachusetts Housing Finance Agency  1996 - 1999
MFS Investment Management  1995 - 1996
Federated Investors  1994 - 1995
Boston Financial Data Services   1990 - 1994

Skills
Process Improvement, Business Analysis, Vendor Management, Strategic Planning, Project Management, Marketing, Network Security, Network Administration, Network Design, Technology Policy, Technology Solutions, Technical Services, Technical Support, Sales Presentation..., Technical Sales..., Audio Visual System..., Managing Project Budgets, Active Directory..., Windows Server, Program Management, Team Leadership, Management

Education
Babson College - Franklin W. Olin Graduate School of Business   1992 — 1996
MBA, Business Administration and Management, General

Bentley University   1982 — 1987
Bachelor of Science, Marketing

Marliese Ballon Marliese Ballon Foxboro, Massachusetts Details
Marliese Ballon's Boston Financial Data Services Experience September 2015 - Present
Job Attorney
Industry Law Practice
Experience
Boston Financial Data Services   September 2015 - Present
Coveney & McNamara, P.C.   June 2015 - Present
Self Employed  January 2002 - Present
Fragomen, Del Rey, Bernsen & Loewy   February 2015 - April 2015
Graeber, Davis & Cantwell P.C.   May 2013 - March 2014
Herbert H. Landy Insurance Agency, Inc.   January 2010 - May 2013
Herbert H. Landy Insurance Agency, Inc.   June 2006 - January 2010

Skills
Insurance, Customer Service, Underwriting, Professional Liability, Legal Research, Commercial Insurance, Courts, Editing, Real Estate, Personal Injury, Legal Assistance, Legal Writing

Education
University of Massachusetts School of Law   2010 — 2014
Juris Doctorate, Law, cum laude

University of Massachusetts Boston   2007 — 2009
Bachelor of Arts (B.A.), Political Science, cum laude

University of Miami   2004 — 2006
Studio Music and Jazz

Foxboro High School

Nikki Nguyen Nikki Nguyen Boston, Massachusetts Details
Nikki Nguyen's Boston Financial Data Services Experience July 2011 - August 2011
Job Web Analytics Intern at Liberty Mutual Insurance
Industry Information Technology and Services
Experience
Bentley University- Academic Technology Center   September 2012 - Present
Liberty Mutual Insurance  January 2015 - March 2015
Applebee's  December 2014 - March 2015
Sun Life Financial  June 2014 - August 2014
Bentley University- Academic Technology Center   October 2013 - January 2014
Artists For Humanity  June 2013 - August 2013
The Stone Flower   January 2012 - January 2013
State Street Corporation  July 2012 - August 2012
Boston Financial Data Services   July 2011 - August 2011
Artists For Humanity  September 2008 - May 2009

Skills
Omniture, IBM Rational, Visio, Microsoft Excel, PowerPoint, Access, InDesign, Illustrator, Eclipse, Java, Graphic Design, Oracle SQL Developer, HTML, WordPress, Google Adwords, Google Analytics, Web Design, Relational Data Modeling, Photoshop Elements, Digital Art, Constant Contact, Microsoft Office, Adobe, Traditional Art Media, Illustration, Dreamweaver, Adobe Fireworks, Lotus Notes, Outlook, SPSS, Centra Saba Software, Research, WiX, Web des, SmartDraw, oracle

Education
Bentley University   2012 — 2016
Bachelor's degree, Major: Computer Information System; Minor: Information Designs & Corporate Communications, 3.87

Sophia University   2015 — 2015
Japanese Language and Literature

John D. O'Bryant School of Math and Science (College Prep. Exam School)   2008 — 2012
4.28 GPA

Stacey Ricketts Stacey Ricketts Cherry Creek, New York Details
Stacey Ricketts's Boston Financial Data Services Experience June 1996 - October 2009
Job Medical Billing Specialist
Industry Hospital & Health Care
Experience
Self-employed  January 2012 - Present
Lincare, Inc  January 2012 - February 2014
Boston Financial Data Services   June 1996 - October 2009

Skills
Medical Administration..., Correspondence..., IRA Specialist, 529 CSP Specialist, Medical Billing, Medicare, Microsoft Excel, Customer Service, Microsoft Word, Healthcare, PowerPoint, Outlook, Access, HIPAA

Education
Lincoln Technical Institute-Brockton   2009 — 2010
Certificate, Medical Administration Billing & Coding

American Business Institute- Boston   1987 — 1988
Certificate, Word Processing, Data Entry, Typing

Helen Ricci Helen Ricci Washington D.C. Metro Area Details
Helen Ricci's Boston Financial Data Services Experience June 2005 - October 2006
Job Police Officer
Industry Law Enforcement
Experience
Georgetown University Law Center  March 2015 - Present
University of Massachusetts Lowell  September 2012 - Present
Council of State Governments Justice Center  July 2014 - December 2014
City of Boston  June 2007 - May 2014
University of Massachusetts Lowell  September 2012 - December 2013
University of Massachusetts Lowell  September 2012 - December 2012
John Hancock Financial Services  October 2006 - June 2007
Boston Financial Data Services   June 2005 - October 2006
New England Medical Research Institute   May 2004 - September 2005
Babson College  September 2001 - May 2005

Skills
Police, Enforcement, Patrol, Criminal Justice, Firearms, Crime Prevention, Interrogation, Public Safety, Evidence, Emergency Management, Law Enforcement, Homeland Security, Policy, Conflict Resolution, Training, Risk Assessment, Criminal Law, Investigation, Criminal Investigations, Private Investigations, Counterterrorism, Public Speaking, Government, Surveillance, Crisis Management, Physical Security, Executive Protection, Public Policy, Research, Security Operations, Internal Investigations, Program Evaluation, Security Management, Policy Analysis, Tactics, Leadership, Community Outreach, Analysis, Management, Criminology, Qualitative Research, Background Checks, Program Development, Grant Writing, Program Management, Teaching, Team Building, Interviews

Education
University of Massachusetts at Lowell   2012 — 2015
Doctor of Philosophy (Ph.D.), Criminology & Criminal Justice, 3.8 GPA

Boston College   2005 — 2011
Master of Science (M.S.), Administrative Studies, 3.8 GPA

University of Massachusetts Lowell   2009 — 2010
Certificate in Forensic Criminology, Criminal Justice, 4.0 GPA

University of Massachusetts at Lowell   2009 — 2010
Master of Arts (M.A.), Criminal Justice, 3.8 GPA

Babson College   2001 — 2005
Bachelor of Science (B.S.), Business Administration, Concentration: Accounting, 3.2 GPA

Boston University - School of Management   2004 — 2004
International Accounting, 3.3 GPA (Honor Points: 6.6)

Harvard University   2004 — 2004
Introduction to Psychology, Law and Psychology, 3.7 GPA

Boston Police Academy

Deana Woods Deana Woods Kansas City, Missouri Area Details
Deana Woods's Boston Financial Data Services Experience June 2014 - Present
Job Adjustment Specialist II at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services   June 2014 - Present
DST Market Services, LLC   August 2012 - June 2014
DST Systems  February 2011 - August 2012

Skills
Time Management, Management, Mutual Funds, Microsoft Excel, Microsoft Office, Accounting, Cost Accounting, Tax Accounting, Alternative Investments, Self Learning, Self-confidence, Process Excellence

Education
Avila University   2013 — 2016
Bachelor’s Degree, Health/Health Care Administration/Management, Senior

Stephen M. Hesselton Stephen M. Hesselton Greater Boston Area Details
Stephen M. Hesselton's Boston Financial Data Services Experience December 2011 - March 2012
Job Human Resources, Talent Acquisition Manager, Saint Gobain Abrasives, North America
Industry Human Resources
Experience
Saint-Gobain Abrasives  May 2014 - Present
Santander Bank, N.A.   October 2013 - May 2014
EMC  June 2013 - October 2013
Citizens Bank  March 2012 - June 2013
Boston Financial Data Services   December 2011 - March 2012
Citizens Bank  June 2011 - December 2011
Nestle Waters  April 2010 - November 2010
The Hanover Insurance Group  2009 - 2010
Santander Bank, N.A.   2006 - 2009
Excel Staffing  2005 - 2006

Skills
Talent Acquisition, Talent Management, Recruiting, Employee Relations, Executive Search, Business Relationship..., IT Recruitment, Sales Management, Human Resources, Technology Recruitment, Corporate Recruiting, Onboarding, Applicant Tracking..., Sourcing, College Recruiting, Technical Recruiting, HRIS, Workforce Planning, Contract Recruitment, Deferred Compensation, Employee Engagement, PeopleSoft, Screening, Taleo, Vendor Management, Recruitment Advertising, Coaching, Organizational..., Personnel Management, HR Policies, Building Relationships, Change Management, Business Development, Leadership, Hiring, Succession Planning, Temporary Placement, Interviews, New Hire Orientations, Management, Strategy, Permanent Placement, Employer Branding, Strategic Sourcing, Resume Writing, HR Consulting, Behavioral Interviewing, Account Management, Background Checks, Staff Augmentation

Education
Assumption College   2007 — 2009

Assumption College   2001 — 2005

Candice Fitzpatrick Candice Fitzpatrick Greater Boston Area Details
Candice Fitzpatrick's Boston Financial Data Services Experience May 2013 - May 2014
Job Concierge at Palladion Services, LLC
Industry Insurance
Experience
Palladion Services, LLC  July 2015 - Present
Aflac  February 2015 - Present
Securitas Security Services USA, Inc.   2014 - Present
Boston Financial Data Services   May 2013 - May 2014
Securitas  June 2011 - April 2013
Boston GreenFest 2012   February 2012 - September 2012
ActionFigures   May 2011 - December 2011
Hallmark Cards  October 2009 - February 2010
United States Navy  June 2005 - June 2009
Target  October 2004 - February 2005

Skills
Itemizer3 Explosive..., Excel, Microsoft Office, PowerPoint, Cpr Certified, Microsoft Excel, Nonprofits, Human Resources, Training, Time Management, Leadership, Microsoft Word, Customer Service, Outlook, Public Speaking, Team Leadership, Security, Analysis

Education
Bay State College   2009 — 2012
Management, Business, 3.1

Bay State College   2009 — 2012
Bachelor's degree, Business Management

Angela Su Angela Su Brighton, Massachusetts Details
Angela Su's Boston Financial Data Services Experience July 2011 - August 2011
Job Student at Bentley University
Industry
Experience
Harvard School of Engineering and Applied Sciences  June 2015 - Present
Massachusetts Department of Conservation and Recreation  June 2014 - January 2015
Grassroots Campaigns  May 2014 - June 2014
State Street  July 2012 - August 2013
Boston Financial Data Services   July 2011 - August 2011

Skills
Adobe Creative Suite, Microsoft Office, Creativity, Digital Photography, Recruiting, Editing, Nonprofits, Time Management, Leadership, Data Analysis, Event Planning

Education
Bentley University   2013 — 2017
Bachelor of Science (B.S.), Computer Information Systems

Boston Latin School   2009 — 2013

Kimberly Denton Kimberly Denton Kansas City, Missouri Area Details
Kimberly Denton's Boston Financial Data Services Experience August 2007 - Present
Job Client Relationship Representative at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services   August 2007 - Present
UMB Bank  August 2005 - August 2007

Skills
Vendor Management, Financial Analysis, Customer Satisfaction, Microsoft Office, Credit, Finance, Outlook, Asset Management, Relationship Management, Process Improvement, Project Management, Customer Service, Customer Retention

Education
Benedictine College   2001 — 2005
Bachelor of Business Administration (BBA), Finance, General

Minying Zhang Minying Zhang Bedminster, New Jersey Details
Minying Zhang's Boston Financial Data Services Experience 1996 - 1999
Job Global Treasury Manager at Shire (NPS) Pharmaceuticals
Industry Pharmaceuticals
Experience
Shire (NPS) Pharmaceuticals   May 2014 - Present
Church and Dwight  July 2007 - May 2014
AT&T  October 2000 - March 2006
Boston Financial Data Services   1996 - 1999
ZOLL Medical Corporation  1993 - 1996

Skills
Cash Management, Treasury, Forecasting, Sarbanes-Oxley, Treasury Management, Banking, Cash Flow, Financial Audits, Financial Reporting, Financial Analysis, Variance Analysis, Finance, General Ledger, Accounting, Account Reconciliation, SAP, Bank Reconciliation, Consolidation, Sarbanes-Oxley Act

Education
Washington State University
Bachelor of Science (BS), Accounting

Beijing University of Chemical Technology
Bachelor of Science (BS), Mechanical Engineering

Ann Gentile Ann Gentile Greater Boston Area Details
Ann Gentile's Boston Financial Data Services Experience July 2006 - October 2011
Job Ethics Support Services at Beth Israel Deaconess Medical Center
Industry Financial Services
Experience
Beth Israel Deaconess Medical Center  March 2013 - Present
Boston Financial Data Services   July 2006 - October 2011
New York Life Retirement Plan Services  April 1998 - June 2006
State Street Global Advisors  October 1997 - April 1998

Skills
Retirement Planning, Retirement, Mutual Funds, Financial Services, 401k, Relationship Management, Investments, Employee Benefits, Process Improvement, Customer Service

Education
Bentley College   1993 — 1994
Pension Certificate

Eastern Nazarene College   1991 — 1993
BS, Business Administration

Boston Business School   1987 — 1989
Associates, Business Administration

Scott Rousseau Scott Rousseau Agawam, Massachusetts Details
Scott Rousseau's Boston Financial Data Services Experience May 1996 - September 1998
Job Chief Financial Officer and Senior Vice President at Farm Credit Financial Partners, Inc.
Industry Financial Services
Experience
Farm Credit Financial Partners, Inc.   January 2009 - Present
Farm Credit Financial Partners, Inc.   May 2007 - December 2008
McKesson Health IT  September 2005 - May 2007
The Hartford  September 1998 - September 2005
Boston Financial Data Services   May 1996 - September 1998
The Hanover Insurance Group  April 1993 - May 1996
RISC   June 1990 - April 1993

Education
Bentley University   1995 — 1998
MBA, Finance

Bentley University   1987 — 1991
BS, Finance

Institute of Management Accountants
Certified Management Accountant (CMA)

Linda Fogarty Linda Fogarty Pembroke, Massachusetts Details
Linda Fogarty's Boston Financial Data Services Experience December 1981 - July 1984
Job Accounting Manager at Donovan Services Inc
Industry Retail
Experience
Donovan Services Inc   March 1994 - Present
Joseph P Costello CPA   December 1990 - March 1994
Paul C Kiley CPA   September 1988 - March 1990
Nellie Mae  July 1984 - September 1988
Boston Financial Data Services   December 1981 - July 1984
Alexander and Alexander Inc   May 1980 - August 1981

Skills
Accounting, Accounts Payable, General Ledger, Account Reconciliation, Accounts Receivable, Financial Accounting, Auditing, Payroll, Financial Analysis, QuickBooks, Sage(Peachtree), Microsoft Excel, Forecasting, Budgets, Financial Statements, Cash Flow, Variance Analysis, Journal Entries

Education
Northeastern University   1982 — 1988
BSBA, Accounting

Bentley College
Accounting

Newbury College
Associate's Degree, Accounting

Tracie Milso Tracie Milso Canton, Massachusetts Details
Tracie Milso's Boston Financial Data Services Experience April 2014 - Present
Job RFP and Sales Communications Manager at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services   April 2014 - Present
DentaQuest  July 2012 - April 2014
Broadridge Financial Solutions  September 2002 - June 2012
R.R. Donnelley Financial   May 1994 - August 2002

Skills
Problem Solving, Marketing Communications, Strategic Communications, RFP Design, RFP Generation, Project Management, Contract Management, Process..., Event Management, Process Improvement, Account Management, Vendor Management, Business Analysis, Strategic Planning, Operations Management, Team Building, Management, Team Leadership, CRM, Relationship Management, Program Management, Team Management, Leadership, Cross-functional Team..., New Business Development, Project Planning, Contract Negotiation, Budgets, Proposal Writing, Negotiation, Enterprise Software, Forecasting

Education
Aquinas College
Business Management

American Management Association
Certificate, Project Management

Shaun Condon Shaun Condon Greater Boston Area Details
Shaun Condon's Boston Financial Data Services Experience 1993 - 1995
Job Regional Account Manager at Perfection Servo Hydraulics
Industry Computer Software
Experience
Perfection Servo Hydraulics  January 2014 - Present
Massachusetts Maritime Academy  September 2010 - Present
Autoscribe Informatics   April 2011 - February 2014
Kaman Industrial Technologies  October 2005 - April 2011
Kaman Industrial Technologies  October 2007 - December 2008
Waste Management, Inc.   September 2004 - October 2005
CL Noonan Container   January 2002 - September 2004
One Beacon Insurance  January 2000 - January 2002
Fidelity Investments  January 1995 - December 2000
Boston Financial Data Services   1993 - 1995

Skills
Leadership, Software, Sales, LIMS, ERP Software, SQL, .NET, International Sales, C Level Selling, Consulting, Negotiation, Microsoft Technologies, Problem Solving, Presentations, Coaching, CRM, Strategic Forecasting, Communication Skills, Consultative Sales..., Microsoft Word, Customer Service, Project Management, Cold Calling, Key Account Management, Strategic Planning, Direct Sales, Program Management, Team Leadership, New Business Development, PowerPoint, Product Management, Sales Management, Sales Operations, Recruiting, Microsoft Office, Account Management, Budgets, Data Analysis, Marketing Strategy, Process Improvement, Management, Contract Negotiation, Marketing, Public Speaking, Training, Manufacturing, Social Media, Laboratory Automation, Fluid Power, Pneumatics

Education
Assumption College
BA, English

Bridgton Academy
Post Graduate

Margie Andrist Margie Andrist Kansas City, Missouri Details
Margie Andrist's Boston Financial Data Services Experience 2010 - Present
Job Client Relations Officer at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services   2010 - Present
Boston Financial Data Services   1994 - 2010

Skills
Strategic Planning, Management Consulting, Process Improvement, Risk Management, Vendor Management, CRM, Financial Services, Business Analysis, Relationship Management, Call Centers, Mutual Funds, Investments, Series 63, Securities, Project Management, Management

Education
Baker University
Master of Science (M.S.), Business Administration and Management, General

University of Central Missouri - (Formerly CMSU)
Bachelor of Arts (B.A.), Public Relations

Rachel Trainor Rachel Trainor Braintree, Massachusetts Details
Rachel Trainor's Boston Financial Data Services Experience October 2006 - Present
Job Fund Liaison at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services   October 2006 - Present

Skills
Customer Service, Financial Services, Mutual Funds, DST, AWD, TA2000, Relationship Management, FATCA, Regulatory Requirements, Microsoft Office, USA PATRIOT Act, Client Services, Problem Solving, Detail Oriented, Risk Management, Management, Process Improvement, Microsoft Excel, Investments, Project Management, Analysis, Business Analysis, Financial Analysis, Leadership

Education
Bay State College   2004 — 2005
Social Sciences

Braintree High School   2000 — 2004
Diploma

Michael Widmer Michael Widmer Dallas, Texas Details
Michael Widmer's Boston Financial Data Services Experience 2001 - 2002
Job Project Manager, Vice President, IT Strategy & Governance at State Street
Industry Financial Services
Experience
State Street  August 2011 - Present
Keane  July 2010 - July 2011
Blue Cross Blue Shield of Rhode Island  August 2009 - April 2010
Mercer  September 2006 - August 2009
Mercer  November 2002 - September 2006
GoldK  2002 - 2002
Boston Financial Data Services   2001 - 2002
John Hancock  1999 - 2001
John Hancock  1998 - 1999

Skills
Project Management, Program Management, IT Project & Program..., Communication, Offshore Outsourcing, Financial Reporting, Strategic Financial..., Budget Forecasts, Lean Management, Six Sigma, Management, Vendor Management, Change Management, Business Process, SDLC, Business Analysis, Process Improvement, Leadership, Analysis, IT Strategy, Strategy, Talent Management, Financial Planning, CRM, Performance Management, Risk Management, Consulting

Education
Babson College - Franklin W. Olin Graduate School of Business   2001 — 2006
MBA, Global Strategy

Boston College   1993 — 1997
BA, Sociology, History

Tracy Vogel Tracy Vogel Kansas City, Missouri Details
Tracy Vogel's Boston Financial Data Services Experience October 2007 - August 2009
Job Customer Service Rep. at KCMO Water Department
Industry Utilities
Experience
N/A  November 2012 - November 2012
Internal Revenue Service  2011 - 2012
TREKK Design Group, LLC  August 2009 - May 2010
Boston Financial Data Services   October 2007 - August 2009
Division of Family Services  December 2000 - October 2007

Skills
Type 51 wpm, Data Entry, Customer Service, Call Center, Word, Outlook, Excel, Lotus Notes, Kronos, Transcription, Word Pro, Picas 3, Prod Systems, Windows XP, Windows 2007, Photo Razor, Nero Express, Quick Books, Quark Xpress, AWD/Contact, TA2000 Desktop, Media Face online, Total Commander 6.53, Adobe Photo shop..., Adobe Acrobat 6.0..., 10 Key by touch 11,000+...

Education
Longview Community College   2011 — 2013
Associate of Arts (AA), Psychology, 3.0

Avila University   2003 — 2004
Psychology, 3.0

Southeast High School   1985 — 1988
Diploma, General Studies, 3.0

Gina Farmer Gina Farmer Lawrence, Kansas Details
Gina Farmer's Boston Financial Data Services Experience March 2015 - Present
Job Peer Training Manager at Boston Financial Data Services
Industry Writing and Editing
Experience
Boston Financial Data Services   March 2015 - Present
Pier 1 Imports  September 2013 - March 2015
Miami University  August 2011 - June 2013
National Park Service  May 2012 - August 2012
Pro Football Hall of Fame  June 2011 - August 2011
Anderson University  August 2010 - May 2011

Skills
Teaching, Editing, Higher Education, Research, Public Speaking, Nonprofits, Museums, Student Affairs, Volunteer Management, Event Planning, Microsoft Office, Management, Writing, Sales

Education
Miami University   2011 — 2013
Master of Arts (MA), History

Anderson University   2007 — 2011
Bachelor of Arts (B.A.), History; Political Science; Economics

University of York   2009 — 2009
Bachelor of Arts (BA), History

Christine Manfredi Christine Manfredi Greater Boston Area Details
Christine Manfredi's Boston Financial Data Services Experience 1981 - 1983
Job Independent Financial Services Professional
Industry Financial Services
Experience
Wellington Management  1988 - 2008
Shawmut Bank  1983 - 1988
Boston Financial Data Services   1981 - 1983
City of Warwick, RI   1977 - 1981
Price Waterhouse  1973 - 1977

Education
Bentley University   1970 — 1973
BS, Accounting

Rachel Pacubas Rachel Pacubas Kansas City, Missouri Area Details
Rachel Pacubas's Boston Financial Data Services Experience February 2004 - November 2006
Job Training and Organizational Development
Industry Human Resources
Experience
Federal Reserve Bank of Kansas City  September 2013 - Present
Federal Reserve Bank of Kansas City  September 2011 - August 2013
City of Gladstone  December 2007 - January 2012
DST Systems  June 2008 - September 2011
DST Systems  November 2006 - June 2008
Boston Financial Data Services   February 2004 - November 2006

Skills
Public Speaking, Event Planning, Consulting, Curriculum Development, Training, Organizational..., Leadership Development, Coaching, Instructional Design, Performance Management, Employee Relations, Team Building, Classroom Management, Microsoft Office, Staff Development, Employee Engagement, Program Management, Management

Education
Baker University
Master of Arts in Organizational Leadership

Missouri State University   1999 — 2003
BS, Communication

Nick Darsch Nick Darsch Greater Boston Area Details
Nick Darsch's Boston Financial Data Services Experience September 2012 - Present
Job Asset Manager Solutions at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services   September 2012 - Present
Deltek  July 2011 - August 2012
DST Systems  January 2011 - July 2011
Incubadora Afro Brasileira   September 2006 - January 2011

Skills
Leadership, Project Management, Financial Analysis, Presenter, Analysis, Data Analysis, Strategic Thinking, Mutual Funds, Creative Writing, Business Development, Project Implementation, Microsoft Excel, Process Improvement, Process Engineering, Business Strategy, Public Speaking, Strategic Partnerships, Bloomberg, Business Solutions, Business Intelligence, Marketing, Strategy, Project Planning, Business Planning, Enterprise Software, Strategic Analysis, Marketing Strategy, Strategy Development, Salesforce.com, Strategic Planning, Business Relationship..., Start-ups, Training, Solution Selling, Alternative Investments, ETFs, Hedge Funds, Business Process..., Fundraising, Brand Management, Thought Leadership, Sales, Sales Management, Sales Prospecting, Vendor Relationship..., Pipeline Development, Strategic Sales Plans, Transformational..., Outsourcing Management

Education
Bentley College - Elkin B. McCallum Graduate School of Business
MBA, Global Capital Markets

Bentley University
Bachelor of Science, Economics & Finance

Wirtschaftsuniversität Wien
Academic Exchange Program

Boston College High School
College Preparatory

Gene Balerna, CIMA® Gene Balerna, CIMA® Ridgeland, South Carolina Details
Gene Balerna, CIMA®'s Boston Financial Data Services Experience September 1990 - September 1991
Job Senior Portfolio Administrator at Dividend Assets Capital, LLC
Industry Investment Management
Experience
Dividend Assets Capital, LLC   December 2014 - Present
Alpha Investment Advisors, Inc   March 2006 - December 2014
The Danforth Associates   February 2005 - March 2006
Alpha Investment Advisors, Inc   October 1999 - February 2005
Bank of America/Quick & Reilly   August 1995 - October 1999
Allmerica Financial  October 1993 - January 1995
Fidelity Investments  September 1991 - September 1993
Boston Financial Data Services   September 1990 - September 1991

Skills
Investments, Asset Allocation, Mutual Funds, Portfolio Management, Equities, Wealth Management, Risk Management, Finance, Strategy, Wealth, Investment Strategies, Valuation, Investment Management, Alternative Investments, Bloomberg, Series 7, Business Development, Bonds, Investment Advisory

Education
Bentley College - Elkin B. McCallum Graduate School of Business
MS, Finance

CM

University of Massachusetts at Lowell
BS, Finance

Chuck Usher Chuck Usher Greater Boston Area Details
Chuck Usher's Boston Financial Data Services Experience November 1991 - April 2005
Job Principal Consultant at EdgewaterRanzal
Industry Information Technology and Services
Experience
Edgewater-Ranzal  January 2011 - Present
Performance Architects   November 2008 - January 2011
Dunkin' Brands, Inc.   November 2007 - November 2008
Palladium Group, Inc.   April 2005 - November 2007
Boston Financial Data Services   November 1991 - April 2005

Skills
Essbase, Hyperion Planning, Budgets, Strategic Financial..., SQL, EPM, Business Intelligence, Data Warehousing, Financial Modeling, Microsoft Office, Budgeting, Financial Forecasting, Financial Planning, Financial Analysis, Master Data Management, Financial Reporting, Analytics, RDBMS, Relational Databases, Honesty and Integrity, Databases, Professional Mentoring, Hands-on Training, Technical Training, Hyperion EPM, Oracle OLAP, Business Analysis, Hyperion, Management, Analysis, Consulting

Education
Bentley College - Elkin B. McCallum Graduate School of Business
Master of Science (M.S.), Computer Information Systems

Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Science (B.S.), Management

Susan Chung-Campos Susan Chung-Campos Greater Boston Area Details
Susan Chung-Campos's Boston Financial Data Services Experience February 1998 - June 2002
Job Human Resource Specialist at VA Boston Healthcare System
Industry Government Administration
Experience
Department of Veterans Affairs-VA Boston Healthcare System   October 2009 - Present
Arnold Worldwide  November 2008 - November 2009
Harborside Healthcare  April 2005 - January 2008
Boston Medical Center  December 2002 - April 2005
Boston Financial Data Services   February 1998 - June 2002

Skills
Ceridian, Employee Benefits, Deferred Compensation, HRIS, Payroll, Access, New Hire Orientations, FMLA, Benefits Administration, Human Resources, Onboarding

Education
Bentley University   1997 — 1999
Associates, Human Resources Management

Fred Grossman Fred Grossman Greater Boston Area Details
Fred Grossman's Boston Financial Data Services Experience
Job Senior Programmer at Boston Financial Data Services and Financial Services Consultant
Industry Financial Services
Experience
Boston Financial Data Services  

Skills
Business Analysis, Requirements Gathering, SDLC, Financial Services, Business Requirements, Vendor Management, Business Process, Risk Management, Process Improvement, Business Process..., Analysis

Education
American University - Kogod School of Business   1965 — 1970
BA, Accounting

Rutgers University-New Brunswick
MS, Economics

Pauline Sevigny Pauline Sevigny Greater Boston Area Details
Pauline Sevigny's Boston Financial Data Services Experience January 2012 - July 2015
Job Vice President with Internal Audit, Risk Management, and Information Technology experience
Industry Financial Services
Experience
Brown Brothers Harriman  July 2015 - Present
Boston Financial Data Services   January 2012 - July 2015
Boston Financial Data Services   March 2006 - December 2011
Boston Financial Data Services   September 2000 - March 2006
Boston Financial Data Services   November 1999 - September 2000

Skills
Mutual Funds, Financial Risk, Financial Services, Internal Audit, Risk Management, Transfer Agency, Auditing, Internal Controls, Fund Accounting, Sarbanes-Oxley Act, Asset Management, AML, Operational Auditing,..., Certified Internal..., Certified Financial..., Certified in Risk and..., Securities, Management, Enterprise Risk..., Corporate Governance, Anti Money Laundering, Financial Audits

Education
UMass Boston   2000 — 2003
Master of Business Administration (MBA)

Bentley University   1992 — 1996
Bachelor's Degree, Accounting

Aynsley Dearnley Aynsley Dearnley Greater Boston Area Details
Aynsley Dearnley's Boston Financial Data Services Experience April 2004 - June 2005
Job Lead Financial Analyst at Partners HealthCare
Industry Hospital & Health Care
Experience
Partners HealthCare  May 2010 - Present
Partners HealthCare  May 2009 - May 2010
Feeley & Driscoll, P.C.   August 2005 - May 2009
Boston Financial Data Services   April 2004 - June 2005

Skills
Financial Reporting, Accounting, US GAAP, Financial Analysis

Education
Bentley University   2001 — 2005

Notre Dame Academy   2001 — 2005

Yan Minder Yan Minder Greater Boston Area Details
Yan Minder's Boston Financial Data Services Experience June 1997 - August 1998
Job BI Developer at Commonwealth Care Alliance
Industry Information Technology and Services
Experience
Commonwealth Care Alliance  July 2014 - Present
Network Health  March 2009 - June 2014
Unica  March 2008 - February 2009
Monster  October 2006 - March 2008
Blackbaud  July 2004 - September 2006
Broad Institute  July 2002 - December 2003
Fidelity Investments  August 1998 - January 2002
Boston Financial Data Services   June 1997 - August 1998

Skills
Data Warehousing, Microsoft SQL Server, Databases, SQL, ETL, SDLC, Access, SSIS, Business Analysis, Visio, Database Design, PL/SQL

Education
Saint Petersburg State Technological University of Plant Polymers   1978 — 1983

Scott Gorham Scott Gorham Braintree, Massachusetts Details
Scott Gorham's Boston Financial Data Services Experience August 2012 - Present
Job Virtualization and Infrastructure Architect
Industry Information Technology and Services
Experience
Boston Financial Data Services   August 2012 - Present
BJ's Wholesale Club  November 2007 - February 2012
Massachusetts Turnpike Authority  April 2007 - November 2007
Granite Telecommunications  June 2006 - February 2007

Skills
Disaster Recovery, Active Directory, VMware, Virtualization, Technical Support, IT Management, Troubleshooting, Hardware, Team Leadership, Security, Networking, Windows Server, Servers, SAN, Team Building, Linux, Virtual Desktop..., Information Technology, Management, Vendor Management, Leadership, Strategic Planning, XP, Negotiation, CompTIA A+ Certification, IT Operations, Information Security, VMware ESX, Windows, Budgets, Microsoft Exchange, SharePoint, Firewalls, Windows XP, Problem Solving, Vendor Relations, Budgeting, SDLC, Infrastructure, Enterprise Software, Data Center, IT Strategy

Education
Bellevue University   2015 — 2016
Master’s Degree, Cybersecurity, In Progress

University of Phoenix   2013 — 2015
Bachelor’s Degree, Business Management, 2.88 GPA

Adam Pawling Adam Pawling Minneapolis, Minnesota Details
Adam Pawling's Boston Financial Data Services Experience August 2003 - January 2005
Job Proposal Writer, CFA Level 1 Candidate
Industry Financial Services
Experience
RBC Global Asset Management (U.S.) Inc.   January 2014 - Present
AOI College   March 2012 - December 2013
Travel University International  February 2011 - April 2011
Babson College  January 2008 - December 2009
Income Research and Management   April 2007 - October 2007
Baring Asset Management  July 2006 - February 2007
John Hancock Financial Services  January 2005 - July 2006
Boston Financial Data Services   August 2003 - January 2005
Fidelity Investments  February 2001 - November 2001
Liberty Mutual Insurance  April 2000 - February 2001

Skills
Equities, RFP Writing, Client Service, Researching, Writing, SQL, Consultant Database..., Client Presentations, Communication, Public Speaking, Client Operations, Asset Management, Financial Services, Research, Securities, Mutual Funds, RFP, Investment Management, Training, Leadership, Marketing, Client Services

Education
Babson College - Franklin W. Olin Graduate School of Business   2008 — 2009
MBA, Finance

University of St. Andrews   1992 — 1996
Bachelor of Arts (B.A.), Philosophy and Religious Studies

Cheryl Cohen Cheryl Cohen Greater New York City Area Details
Cheryl Cohen's Boston Financial Data Services Experience 2003 - December 2008
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   April 2014 - Present
Bank of New York Mellon  December 2008 - March 2014
Boston Financial Data Services   2003 - December 2008
State Street  2003 - 2007
ING Furman Selz  1998 - 2003
ING Investment Management  1998 - 2002
Schroders  September 1995 - August 1998
Goldman Sachs Asset Management  January 1990 - September 1995

Skills
ETFs, Management, Client Services, Mutual Funds, Securities, Financial Services, Equities, Fixed Income, Asset Management, Portfolio Management, Investments, Risk Management, Capital Markets, Hedge Funds, Series 7

Education
Baruch College, City University of New York (CUNY)
BBA, Public Administration

Pace University - Lubin School of Business
MS, Investment Management

Jeff Zimon Jeff Zimon Greater Boston Area Details
Jeff Zimon's Boston Financial Data Services Experience 1996 - 1997
Job Director, Project Management at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments  October 2007 - Present
State Street  2006 - 2007
Fidelity Investments  June 1998 - September 2006
Boston Financial Data Services   1996 - 1997

Skills
SDLC

Education
Babson College - Franklin W. Olin Graduate School of Business   2001 — 2005
MBA

Syracuse University   1994 — 1998
BS, MIS and Marketing

Syracuse University - Martin J. Whitman School of Management   1994 — 1998

Duxbury High School

Cindi Boudreau Cindi Boudreau Greater Boston Area Details
Cindi Boudreau's Boston Financial Data Services Experience December 2012 - Present
Job Managing Director at Boston Financial Proxy Services
Industry Financial Services
Experience
Boston Financial Data Services   December 2012 - Present
D. F. King & Co., Inc.   March 2011 - December 2012
Computershare Fund Services  February 1998 - February 2011
First Data Investor Services   1995 - 1998
Boston Financial Data Services   1989 - 1995
Bank of Boston  1986 - 1989

Skills
Alternative Investments, Sales Management, Investor Relations, Marketing Strategy, Strategic Planning, Salesforce.com, Mutual Funds, Marketing, Management, Sales, Series 7, Financial Services, Securities, Asset Management, Mergers & Acquisitions, CRM, Risk Management, Selling, Strategy, Negotiation, Marketing Communications, Email Marketing, Team Leadership, Customer Service, Relationship Management, Product Marketing, Analytics, Capital Markets, Business Strategy, Product Management, Business Analysis, Account Management, Mergers, Lead Generation, Operations Management, New Business Development, Business Development, Digital Marketing, Equities

Education
Babson College   1975 — 1979
BSBA, Marketing & Communications

Jeff Butner Jeff Butner Kansas City, Missouri Area Details
Jeff Butner's Boston Financial Data Services Experience October 2004 - Present
Job Manager at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services   October 2004 - Present
DST Systems  February 1993 - October 2004

Education
Baker University   2000 — 2001

Doug Scipione, CFA Doug Scipione, CFA Greater Boston Area Details
Doug Scipione, CFA's Boston Financial Data Services Experience 1994 - 1995
Job Business System Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  2014 - Present
State Street  2010 - 2014
Deutsche Asset Management  2000 - 2010
Fidelity Management & Research Company  May 1999 - August 1999
Pell Rudman   1996 - 1998
BayBank  1995 - 1996
Boston Financial Data Services   1994 - 1995

Skills
Fixed Income, Middle Office, Equities, Bloomberg, Derivatives, Mutual Funds, Project Management, Business Analysis, Management, Vendor Management, Asset Management, Process Improvement, Demand Management, Program Management

Education
Babson College - Franklin W. Olin Graduate School of Business   1998 — 2000
MBA

Colgate University   1990 — 1994

Jim Cantelli Jim Cantelli Greater Boston Area Details
Jim Cantelli's Boston Financial Data Services Experience June 2005 - October 2006
Job Learning and Development Consultant
Industry Financial Services
Experience
Wells Fargo Asset Management  2009 - Present
Evergreen Investments  October 2006 - July 2009
Boston Financial Data Services   June 2005 - October 2006
Boston Financial Data Services   November 2003 - June 2005

Skills
Mutual Funds, Financial Services, Series 63, Wealth Management, Series 7, Training & Development, Training Delivery, Curriculum Design, Virtual Training, Blended Learning, Instructional Design, Asset Management, Web Content Management, Salesforce.com, Salesforce Training, Options, Options Strategies, IRAs, 401k, Investments

Education
Bentley University   1999 — 2003
BA, Economics/Finance

Boston College High School   1995 — 1999

Joanne Cullen Joanne Cullen Greater Boston Area Details
Joanne Cullen's Boston Financial Data Services Experience July 2014 - April 2015
Job Senior IT Project Manager at Harvard Pilgrim Health Care
Industry Insurance
Experience
Harvard Pilgrim Health Care  April 2015 - Present
Boston Financial Data Services   July 2014 - April 2015
BCBSMA  July 2011 - July 2014
Fidelity Investments  November 1998 - June 2011
Fidelity Investments  April 2000 - June 2003
Massachusetts Financial Services  1988 - 1998

Skills
Relationship Management, Team Building, Project Management, Requirements Analysis, Process Improvement, Management, CRM, Leadership, Team Management, Budgets, Vendor Management, SDLC, Software Documentation, Business Analysis, Program Management, Financial Services, PMP, PMO, Risk Management, Visio, Software Project..., Business Process..., Project Portfolio..., IT Strategy, Requirements Gathering, Integration, Analysis, Analytics

Education
Bentley College - Elkin B. McCallum Graduate School of Business   1994 — 1996
MSCIS

Saint Michael's College   1983 — 1987
BA, Economics

Milton High School

Bridget (Fahey) Armstrong Bridget (Fahey) Armstrong Bridgewater, Massachusetts Details
Bridget (Fahey) Armstrong's Boston Financial Data Services Experience December 2013 - Present
Job
Industry Financial Services
Experience
Boston Financial Data Services   December 2013 - Present
Radius Marketing Group, LLC   January 2014 - June 2014
J. Jill  August 2013 - October 2013
BFA Designs   2010 - 2013
Perrone Group  2009 - 2010
Spire  2004 - 2008
JLS Mailing Services   2000 - 2004
Fidelity Investments  1998 - 1999

Skills
Creative Problem Solving, Business Strategy, Customer Support, Customer Service..., Email Marketing, CSS, Dreamweaver, HTML 5, Illustrator, XHTML, JavaScript, InDesign, Photoshop, jQuery, CMS, Web Design, Online Marketing, Adobe Creative Suite, Direct Mail, Flash, User Interface Design, Logo Design, HTML, Illustration, Graphic Design, SQL, Layout, Marketing Communications, WordPress, Corporate Identity, User Experience, Marketing, Databases, Website Development, Adobe Acrobat, Microsoft Office, Team Management, Team-oriented, Google Analytics, Interaction Design, Web Analytics, Image Manipulation, Marketing Strategy, Communication Skills, Cloud Computing, SharePoint

Education
Bentley University   1997 — 2000
Bachelor, Computer Information Systems

Bridgewater State University   2010 — 2012
Certificate, Web and Graphic Design

Mount Ida College   1995 — 1997
Associate, Business Administration

Karen Tracey Karen Tracey Greater Boston Area Details
Karen Tracey's Boston Financial Data Services Experience March 1981 - July 1983
Job Mutual Fund Services Executive and Entreprenuer
Industry Financial Services
Experience
Floor Coverings International  June 2010 - Present
Synterein   November 2010 - Present
Near Infrared Imaging, LLC   April 2010 - Present
Edgewater Realestate   April 2010 - Present
DST Sytems   December 2006 - February 2010
Envision Financial Systems  November 2006 - December 2007
Federated Investors  September 1998 - January 2005
Scudder Stevens and Clark  August 1987 - September 1998
Shawmut Bank  August 1984 - August 1987
Boston Financial Data Services   March 1981 - July 1983

Skills
Asset Managment, Mutual Funds, Hedge Funds, Business Analysis, Business Strategy, Business Planning, Entrepreneurship, Securities, Equities, Retirement Planning, Investments, Relationship Management, Financial Services, Strategic Planning, Capital Markets, Strategic Financial..., Business Development, Portfolio Management, Executive Management, Risk Management, Alternative Investments, Asset Management, Management, Process Improvement, New Business Development, Mergers & Acquisitions, Investment Management, Small Business, Leadership, Start-ups, Financial Analysis, Operations Management, CRM, Corporate Finance, Asset Allocation, Accounting, Strategy, Private Equity, Finance

Education
Northeastern University   1988 — 1993
Associates, Finance and Operations Management

Bentley University   1983 — 1986
Accounting and Finance

Geoffrey Youngman Geoffrey Youngman Greater Boston Area Details
Geoffrey Youngman's Boston Financial Data Services Experience 1986 - 1995
Job Senior Developer at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group  January 2013 - Present
The Hartford Retirement Financial Services Group, Inc.   May 2008 - December 2012
MFS Investment Management  1996 - 2008
Massachusetts Financial Services  1995 - 2008
Boston Financial Data Services   1986 - 1995

Skills
Series 63, Retirement, 401k, Mutual Funds, Financial Services, Securities, Alternative Investments, Investments, Wealth Management, Asset Managment, Information Technology, Equities, Series 7, Fixed Annuities, FINRA, Retirement Planning, Fixed Income, Asset Allocation, Pensions, Relationship Management, Asset Management, Hedge Funds, Investment Management, Series 6

Education
Babson College - Franklin W. Olin Graduate School of Business   1988 — 1993
MBA Program, Business Administration and Management, General

The George Washington University   1983 — 1986
MA, International Economics

Union College   1979 — 1983
BA, Economics

Andrea Brinckman Andrea Brinckman Lawrence, Kansas Area Details
Andrea Brinckman's Boston Financial Data Services Experience December 2012 - February 2015
Job Paraprofessional at Kohart Accounting, P.A.
Industry Investment Management
Experience
Kohart Accounting, P.A.   February 2015 - Present
Boston Financial Data Services   December 2012 - February 2015
Deciphera Pharmaceuticals  March 2010 - October 2012
LoanStar Educational Loans   April 2001 - July 2006
Ortho II   June 1998 - July 1999
Ernst & Young  August 1996 - June 1998

Skills
Customer Service, Marketing, Strategic Planning, Budgets, Research, Event Planning, Coaching, Microsoft Office, Microsoft Excel

Education
University of Phoenix   2001 — 2004
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General

AIB College of Business
Associate's degree, Business Administration and Marketing

HLV

Jeff Frank, CPA Jeff Frank, CPA Greater Boston Area Details
Jeff Frank, CPA's Boston Financial Data Services Experience September 1990 - August 2000
Job Financial Services Professional helping individuals and business owners create, build, and preserve wealth.
Industry Financial Services
Experience
NYLIFE Securities LLC  March 2013 - Present
New York Life Insurance Company  December 2012 - Present
Liberty Mutual Insurance  September 2006 - November 2011
Management Resouces   September 2004 - September 2006
Captus Ventures LLC   July 2003 - August 2004
State Street Corporation  September 2000 - July 2003
Boston Financial Data Services   September 1990 - August 2000
State Street Bank & Trust Co.   October 1987 - September 1990
Boston Financial Data Services   June 1983 - October 1987
Commercial Union  September 1980 - June 1983

Education
Babson College
Finance/Investments

Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (MBA), Accounting

Brockton High School

Jason Fiori Jason Fiori Greater Boston Area Details
Jason Fiori's Boston Financial Data Services Experience April 2009 - July 2010
Job Operations Manager at DST Retirement Solutions
Industry Financial Services
Experience
DST Retirement Solutions  January 2011 - Present
DST Retirement Solutions  July 2010 - January 2011
Boston Financial Data Services   April 2009 - July 2010
Mercer Human Resource Consulting  March 2007 - April 2009
Boston Financial Data Services   November 2005 - March 2007
Boston Financial Data Services   June 2004 - November 2005
Allied Domecq  August 2003 - January 2004

Education
Bentley University   1999 — 2003
Bachelor's, Marketing

April Durant April Durant Greater Boston Area Details
April Durant's Boston Financial Data Services Experience January 1986 - May 1987
Job Manager at Sealcoating, Inc.
Industry Construction
Experience
Sealcoating, Inc.   May 1987 - Present
Boston Financial Data Services   January 1986 - May 1987

Skills
Construction Accounting, Accounting, Financial Reporting, Sage, Budgets, Internal Controls, Cost Accounting, Construction, Auditing, Cash Flow, Contract Management, Financial Analysis, Financial Accounting, General Ledger, GAAP, Accounts Payable, Payroll, QuickBooks, Accounts Receivable, Cash Management

Education
Bentley College - Elkin B. McCallum Graduate School of Business   1989 — 1991
MSA, Accounting

Bates College   1982 — 1986
BA, Economics

Doug Billings Doug Billings Greater Boston Area Details
Doug Billings's Boston Financial Data Services Experience January 2011 - Present
Job Director, EBusiness Consulting at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services   January 2011 - Present
Boston Financial Data Services   April 2006 - January 2011
Quincy College  2003 - 2007
Boston Financial Data Services   February 2005 - April 2006
FPPS Management, Inc   February 2001 - December 2004
Bentley University  2000 - 2002
Lumapath  March 2000 - February 2001
IBM Global Services  July 1998 - January 2000
Fidelity Investments  September 1996 - August 1997

Skills
Financial Services, Relationship Management, Web Project Management, Practice Management, Consulting, Web Services, Usability, Web Applications, Web Design, Web Development, Social Media, Mobile Applications, Mobile Design, Website Consultation, Mutual Funds, Business Analysis, SDLC, Process Improvement, Vendor Management, Requirements Analysis

Education
Bentley College - Elkin B. McCallum Graduate School of Business   1997 — 1998
MS, Computer Information Systems

Bentley University   1992 — 1996
BS, Accountancy

Nekpo Brown Nekpo Brown Springfield, Massachusetts Area Details
Nekpo Brown's Boston Financial Data Services Experience November 1998 - October 2001
Job Business Analyst at MassMutual Financial Group
Industry Insurance
Experience
MassMutual Financial Group  January 2015 - Present
MassMutual Financial Group  November 2011 - January 2015
MassMutual Financial Group  February 2006 - November 2011
Primeamerica Shareholder Services   February 2005 - February 2006
Primeamerica Shareholder Services   November 2001 - February 2005
Boston Financial Data Services   November 1998 - October 2001
WJAR NBC 10   January 1998 - October 1998

Skills
Software Documentation, Quality Assurance, Process Improvement, Training, Management, Data Analysis, Business Analysis, SDLC, Leadership, Business Process..., Public Speaking

Education
Bay Path University   2007 — 2008
MS, Communications and Information Management

University of Rhode Island   1993 — 1998
BA, Communications

John Leavitt John Leavitt Greater Boston Area Details
John Leavitt's Boston Financial Data Services Experience 1997 - 2000
Job New England Outside Territory Manager at 5.11 Tactical
Industry Financial Services
Experience
5.11 Tactical  April 2009 - Present
State Street (Formerly Investors Bank and Trust)   July 2007 - February 2009
Investors Bank & Trust / State Street   September 2006 - July 2007
Management Information Services, an ADP Company   2000 - 2006
Boston Financial Data Services   1997 - 2000
Baybanks Credit Corporation   1990 - 1997

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Salesforce.com, Problem Solving, Operations Management

Education
Anna Maria College
Masters, Business Administration

UMass Boston
Bachelor's degree, Economics

Fatjon Toni Vrapi Fatjon Toni Vrapi Greater Boston Area Details
Fatjon Toni Vrapi's Boston Financial Data Services Experience May 2009 - November 2010
Job Early Retirement
Industry Higher Education
Experience
Hogan's of Newburyport LLC   December 2012 - Present
In the pink stores, Inc  April 2011 - November 2011
Toureen Pet Resort & Spa   January 2011 - February 2011
Sullivan & Cogliano  October 2010 - January 2011
Boston Financial Data Services   May 2009 - November 2010
Vector Marketing  December 2008 - January 2009
PerkinElmer  July 2006 - August 2006

Skills
Accounting, Strategic Planning, Financial Analysis, ADP ezLaborManager, ADP Payroll, Sales & Use Tax..., Bookkeeping, Account Management, Accounts Payable, QuickBooks, Accounts Receivable, General Ledger, Account Reconciliation, Microsoft Excel, Financial Services, Mutual Funds

Education
Bentley University   2008 — 2011
Accounting, Accounting

Suffolk University   2007 — 2008
Management

Mbuthia Njaga Mbuthia Njaga Greater Boston Area Details
Mbuthia Njaga's Boston Financial Data Services Experience May 2013 - May 2014
Job Operations Administrator at Vinfen
Industry Investment Management
Experience
Vinfen  February 2015 - Present
Corner Ventures   February 2008 - Present
Boston Financial Data Services   May 2013 - May 2014
Citizens Bank  July 2010 - June 2012
SoHo SoHoT Fashion Boutique   June 2006 - June 2010

Skills
Business Strategy, Financial Analysis, Financial Modeling, Start-ups, Strategic Planning, Microsoft Excel, Business Development, Project Management, Analytics, Business Analysis, E-commerce, Microsoft Office, Entrepreneurship, Product Management, New Business Development, Marketing Strategy, Corporate Finance

Education
Baruch College, City University of New York (CUNY)   1997 — 2009
Bachelors, Finance

Kathleen Gillespie Kathleen Gillespie Greater Boston Area Details
Kathleen Gillespie's Boston Financial Data Services Experience October 1980 - May 2008
Job Retired
Industry Financial Services
Experience
MFS Investment Management  February 2009 - June 2012
Boston Financial Data Services   October 1980 - May 2008

Skills
Financial Services, Series 63, Transfer Agency, Securities, Mutual Funds, Management, Quality Assurance, Recruiting, Series 6, Series 24, Leadership, Team Building, Human Resources, Coaching, Customer Service, Process Improvement, Vendor Management, Relationship Management

Education
Bentley College - Elkin B. McCallum Graduate School of Business   2005 — 2006
Masters Certificate, Business Ethics

Northeastern University   1985 — 1987
N/A, Clinical Psychology

Stonehill College   1971 — 1975
B.A., History

Lejla Arapcic Lejla Arapcic Greater Boston Area Details
Lejla Arapcic's Boston Financial Data Services Experience July 2013 - Present
Job Compliance, Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services   July 2013 - Present
Artisans Trading   November 2013 - Present
Sincere Construction   November 2013 - Present
State Street Bank  August 2010 - Present

Skills
Mutual Funds, Financial Reporting, Digital Photography, Photography, Fund Accounting, Financial Services, Banking, Compliance, Regulatory Compliance, Microsoft Excel, Finance, Customer Service, Sales, Social Media, Project Management, Analysis, PowerPoint, Account Reconciliation, Research, Management, Accounting, Strategic Planning, Leadership

Education
Babson College - Franklin W. Olin Graduate School of Business   2015 — 2016
Master of Business Administration (M.B.A.)

University of Massachusetts Boston   2008 — 2010
Bachelor of Science (B.S.), Management (Finance)

Gimnazija 'Mesa Selimovic"   1997 — 2000
High school

Lorraine Bottelli Lorraine Bottelli Greater Boston Area Details
Lorraine Bottelli's Boston Financial Data Services Experience August 1993 - October 2009
Job Financial Services Professional
Industry Financial Services
Experience
Boston Financial Data Services   August 1993 - October 2009
Jordan Marsh Company  1984 - 1993

Education
Berklee College of Music
Associate's Degree, Arranging and Composition

Quincy College
Associate's Degree, Science

Richard Mitchem Richard Mitchem Kansas City, Missouri Area Details
Richard Mitchem's Boston Financial Data Services Experience July 2004 - July 2013
Job Licensed Financial Representative at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   July 2013 - Present
Boston Financial Data Services   July 2004 - July 2013

Skills
Process Improvement, Vendor Management, Customer Service, Change Management, Risk Management, Project Management, Forecasting, Employee Relations, Cross-functional Team..., Performance Management, Training, Software Documentation, Project Planning, Management, Business Analysis, Microsoft Office, Quality Assurance, Customer Satisfaction, Human Resources, Recruiting, CRM, Team Management, Coaching

Education
Baker University   2006 — 2008
Bachlors, Science Management

Central Missouri State University   1982 — 1984
Finance

Blue Springs High School   1979 — 1981

Joe Lovely Joe Lovely Greater Boston Area Details
Joe Lovely's Boston Financial Data Services Experience November 1999 - April 2003
Job Controller/Revenue Solutions Specialist at Brownstone/Murphy & Jordan Insurance Agency
Industry Insurance
Experience
Self Employed  August 2015 - Present
Bownstone/Murphy and Jordan Insurance Agency   August 2007 - 2015
Boston Financial Data Services   November 1999 - April 2003
DALBAR, Inc.   November 1993 - November 1999

Skills
Budgeting, Insurance, Accounting, Financial Reporting, Customer Relations, Accounts Payable, Business Planning, Customer Service, Budgets, Risk Management, Property & Casualty..., Commercial Insurance, Underwriting, Brokers, Liability, Casualty, Umbrella Insurance, Strategic Planning, Business Development, Management, Sales, General Insurance, Leadership, Marketing

Education
Bates College   1986 — 1989
BA

Jennifer Leib Jennifer Leib Lawrence, Kansas Area Details
Jennifer Leib's Boston Financial Data Services Experience 2006 - Present
Job Senior Accountant at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services   2006 - Present
Hedges Real Estate   March 2005 - May 2006
State of Kansas  April 2002 - May 2003

Skills
Documentation, Customer Relations, PeopleSoft, Access, Customer Service, Microsoft SQL Server, Employee Training, Team Management, Organizational..., Management, Software Documentation, Process Improvement, Microsoft Excel, Strategic Planning

Education
Baker University

University of Kansas University
accounting and computer science

Corbett Thomas Corbett Thomas Boston, Massachusetts Details
Corbett Thomas's Boston Financial Data Services Experience 1980 - 1984
Job Lead Quality Auditor
Industry Consumer Goods
Experience
Procter & Gamble  July 2013 - Present
Procter & Gamble  December 2001 - July 2013
Procter & Gamble  December 2001 - July 2006
Gillette  2000 - 2001
Gillette  1993 - 1999
Gillette  1987 - 1993
Gillette  1992 - 1992
Gillette  1984 - 1987
Boston Financial Data Services   1980 - 1984
Townsend/Textron   1978 - 1980

Skills
Auditing, Quality Assurance, Quality Auditing, Instrumentation, Research, Manufacturing, R&D, Programming, Customer Service, Windows, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets, Microsoft Office, Mechanical Engineering, Electrical Engineering

Education
Anna Maria College   1996 — 1998
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General

Quincy College   1992 — 1994
Associate of Arts and Sciences (A.A.S.), Business/Managerial Economics

U.S. Army   1981 — 1982
Multi Channel Communications

Wentworth Institute of Technology   1978 — 1980
Mechanical Engineering

Blue Hills Regional Technical School   1974 — 1978
Electrical and Electronics Engineering

Michelle Larnard Michelle Larnard Greater Boston Area Details
Michelle Larnard's Boston Financial Data Services Experience 1996 - 2000
Job Top Producing Realtor, Exceptional Properties Specialist, New Construction Marketing and Sales
Industry Real Estate
Experience
William Raveis-Real Estate, Mortgage, Insurance   November 2012 - Present
St. Mary of the Nativity Parish   August 2009 - Present
Coldwell Banker Residential Brokerage  June 2010 - November 2012
Gallery 360 Real Estate   September 2002 - June 2010
Boston Financial Data Services   1996 - 2000

Skills
Relocation, Sellers, Listings, Real Estate, Luxury, Rentals, Home Staging, Sales, Relocation Buyers, Investment Properties, Short Sales, Condos, First Time Home Buyers, Single Family Homes, Buyer Representation, New Home Sales, Referrals, Residential Homes, Selling, Negotiation, Buyers, Seniors, Real Estate Transactions

Education
Amherst College   1994 — 1998
B.A., Economics

Notre Dame Academy, Hingham

Paula Conrad Paula Conrad Greater Boston Area Details
Paula Conrad's Boston Financial Data Services Experience November 1999 - October 2010
Job Senior Project Manager
Industry Financial Services
Experience
Boston Financial Data Services   November 1999 - October 2010
Boston Financial Data Services   January 1999 - October 2010
Beth Israel Deaconess Medical Center  January 1997 - January 1999
Beth Israel Deaconess Medical Center  1997 - 1999
PAUL REVERE INSURANCE GROUP  January 1982 - January 1997
Paul Revere Insurance Group  1982 - 1997

Education
Anna Maria College   1965 — 1969
Bachelor of Arts, Biology

Anna Maria College
Master of Science, Biological Studies

Jeffrey Butner Jeffrey Butner Kansas City, Missouri Area Details
Jeffrey Butner's Boston Financial Data Services Experience June 2012 - May 2013
Job Owner/Operator at Farm & Business Management
Industry Financial Services
Experience
Farm & Business Management   June 2013 - Present
Boston Financial Data Services   June 2012 - May 2013
Boston Financial Data Services   October 2004 - June 2012
DST Systems  August 2003 - October 2004
Unique Findings   January 2003 - August 2003
DST Systems  December 1996 - December 2002

Skills
Financial Services, Relationship Management, Business Analysis, Securities, CRM, Mutual Funds, Portfolio Management, Client Services, Process Improvement, Project Management, Analysis, Risk Management, Requirements Gathering, Software Documentation, Business Process..., SDLC

Education
Baker University   1999 — 2001
Master of Business Administration (M.B.A.)

Truman State University   1985 — 1989
Bachelor’s Degree

Lisa Sanna Lisa Sanna Greater Boston Area Details
Lisa Sanna's Boston Financial Data Services Experience January 2008 - September 2011
Job Registrar at Girl Scouts of Eastern Massachusetts
Industry Financial Services
Experience
Girl Scouts of Eastern Massachusetts  2012 - Present
Boston Financial Data Services   January 2008 - September 2011
Boston Financial Data Services   August 1999 - December 2007
Boston Financial Data Services   August 1996 - July 1999
Family Services  January 1992 - January 1993

Skills
Financial Services, Business Analysis, Process Improvement, Mutual Funds, Vendor Management, Relationship Management, Management, SDLC, CRM, Training

Education
Aquinas College   1987 — 1989
Associates, Business Management

Ashly Teed Ashly Teed Brockton, Massachusetts Details
Ashly Teed's Boston Financial Data Services Experience September 2011 - March 2012
Job Transfer Agent at Computershare Investor Services
Industry Financial Services
Experience
Computershare Investor Services  December 2012 - Present
Auto Drive One   April 2012 - December 2012
Boston Financial Data Services   September 2011 - March 2012
Computershare Fund Services  January 2011 - June 2011
Sodexo Corporate Services  September 2008 - September 2010

Skills
Data Entry, Customer Satisfaction, Customer Service

Education
Assumption College   2004 — 2006
n/a, Marketing

Middleboro High School   2000 — 2004
Diploma, general

Christine Devereaux Christine Devereaux Burlington, Massachusetts Details
Christine Devereaux's Boston Financial Data Services Experience July 2013 - Present
Job Compliance Officer at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services   July 2013 - Present
State Street  August 1999 - July 2013

Education
Bentley University   1994 — 1998
Master of Business Administration (MBA)

Ithaca College   1987 — 1991
Bachelor's degree, Finance, General

Edward Barton Edward Barton Stoughton, Massachusetts Details
Edward Barton's Boston Financial Data Services Experience March 1996 - March 2010
Job Network Analyst at BID Milton Hospital
Industry Hospital & Health Care
Experience
Milton Hospital  May 2011 - Present
Boston Financial Data Services   March 1996 - March 2010

Skills
Software Documentation, Networking, Troubleshooting, Technical Support, System Administration, SharePoint, Disaster Recovery, Healthcare Information..., Windows, Project Management, Process Improvement, HIPAA, Business Analysis, Active Directory, VPN, EPO, Vendor Management

Education
Quincy College   1983 — 1985
Computer Science

Blue Hills Regional Technical School   1978 — 1982
Graphic Design

Matt Seufert Matt Seufert Kansas City, Kansas Details
Matt Seufert's Boston Financial Data Services Experience June 2014 - Present
Job Group Manager, Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services   June 2014 - Present
Boston Financial Data Services   October 2011 - June 2014

Skills
Mutual Funds, Financial Services, Relationship Management, Process Improvement, Call Centers, Risk Management, Vendor Management, Banking, Operations Management, Securities, Management, Investments, Financial Analysis, Customer Service, Change Management, Portfolio Management, Leadership

Education
Benedictine College   2001 — 2005
Bachelor's degree, Business Administration and Management, General

Bishop Leblond

Rousselet Jean Rousselet Jean Randolph, Massachusetts Details
Rousselet Jean's Boston Financial Data Services Experience March 2013 - Present
Job Senior IT Techician/HelpDesk Support II at Boston Financial Data Services
Industry Higher Education
Experience
Boston Financial Data Services   March 2013 - Present
Harvard University  November 2005 - March 2011
Harvard University  2005 - 2011

Skills
Desktop Support, Field system Analyst, network support, Microsoft Exchange, Active Directory

Education
Wentworth Institute of Technology   1995 — 2001
Bachelor's degree, Civil Engineering

Benjamin Franklin Institute of Technology   1993 — 1995
Associate's degree, Civil Engineering

Coeur De Jesus

Andria McCarthy Andria McCarthy Kansas City, Missouri Details
Andria McCarthy's Boston Financial Data Services Experience October 2006 - November 2012
Job Supervisor, Accounts Payable at Children's Mercy Hospital
Industry Accounting
Experience
Children's Mercy Hospital  April 2015 - Present
The Winans Group CPA   January 2015 - April 2015
WireCo WorldGroup  October 2014 - April 2015
State Street  January 2014 - May 2014
Boston Financial Data Services   October 2006 - November 2012

Skills
Financial Services, Mutual Funds, SharePoint, Microsoft Excel, Access, Microsoft Office, PowerPoint, PeopleSoft, Data Analysis, Databases, Accounts Payable, Analysis, Business Analysis, Time Management, Customer Service, Accounting, Outlook, Process Improvement, Visio, Financial Analysis, QuickBooks, Account Reconciliation, Journal Entries, Tax Returns, Tax Preparation, Microsoft Word, Budgets, Auditing, Training, Forecasting, Call Centers, Vendor Management, Relationship Management

Education
University of Missouri-Kansas City   2011 — 2015
Bachelor's Degree, Accounting, 3.20

Brown Mackie College-Kansas City   2005 — 2007
Associate's degree, Computer Networking and Applications

Stephen Raso Stephen Raso Tewksbury, Massachusetts Details
Stephen Raso's Boston Financial Data Services Experience August 2003 - Present
Job Financial Control Manager at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services   August 2003 - Present

Skills
Microsoft Applications:..., Banking systems..., DST: TA2000, SmartDesk,..., Project Leadership -..., LDRPS - Living Disaster..., Customer Service, Financial Services

Education
Assumption College   1984 — 1988
Bachelor's degree, Business Management

Kim Dew Kim Dew Leawood, Kansas Details
Kim Dew's Boston Financial Data Services Experience January 1994 - Present
Job Financial Services Manager at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services   January 1994 - Present

Education
Avila University   1989 — 1993
Bachelor of Business Administration (BBA), Accounting and Finance

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