Boston Financial Data Services

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Boston Financial Data Services Employees

Employee
Years
Job
Industry
Lynn Silva, MSA Lynn Silva, MSA Sandwich, Massachusetts Details
Lynn Silva, MSA's Boston Financial Data Services Experience June 2004 - August 2012
Job Accountant
Industry Accounting
Experience
SmartPak  February 2015 - Present
Cape Cod Area   April 2014 - February 2015
Clean Harbors  October 2013 - March 2014
Steven M. Ellard, CPA   2012 - 2013
Boston Financial Data Services   June 2004 - August 2012

Skills
Account Reconciliation, Auditing, Accounting, Accounts Payable, Financial Statements, Internal Audit, Tax, PeopleSoft, Bookkeeping, Spreadsheets, Management, Credit, Tax Returns, Research, Microsoft Excel, Microsoft Office, General Ledger, QuickBooks, PowerPoint, Customer Service, Internal Controls, Financial Analysis, Financial Reporting

Education
Bridgewater State University
Master of Accountancy, Accounting

University of Massachusetts, Amherst   1997 — 1999
Bachelor of Science (BS), Resource Economics, 3.26

Paul Machado Paul Machado Kansas City, Missouri Area Details
Paul Machado's Boston Financial Data Services Experience June 2008 - June 2013
Job Financial Analyst at MurphyHoffman Company (MHC Kenworth)
Industry Financial Services
Experience
Murphy-Hoffman Company (MHC Kenworth)   November 2014 - Present
DST Systems  June 2013 - October 2014
Boston Financial Data Services   June 2008 - June 2013
Boston Financial Data Services   June 2007 - June 2008
Boston Financial Data Services   June 2006 - June 2007

Skills
Mutual Funds, Back Office, Operations Management, Call Center, Customer Service, Operational Efficiency, IRA's, Transfer Agency, Customer Relations, Process Improvement, Risk Management, IRAs, Leadership, Call Centers, Management, Quality Assurance, Training, Finance, Business Analysis, Microsoft Excel

Education
University of Missouri-Kansas City   2008 — 2013
Bachelor of Business Administration (BBA)

Robert Falvey Robert Falvey Greater Boston Area Details
Robert Falvey's Boston Financial Data Services Experience June 1992 - January 1994
Job Partner, The Legacy Companies
Industry Financial Services
Experience
Legacy  December 2003 - Present
Putnam Investments  January 1994 - December 2003
Boston Financial Data Services   June 1992 - January 1994

Skills
Coaching, Strategic Financial..., Wealth Management, Executive Coaching, Management Consulting, Entrepreneurship, Small Business, Business Coaching, Business Planning, Leadership Development, Strategy, Wealth, Estate Planning, Insurance

Education
University of Massachusetts, Amherst   1988 — 1992
Bachelor of Arts (B.A.), Economics

Ken Carey Ken Carey Fall River, Massachusetts Details
Ken Carey's Boston Financial Data Services Experience September 2008 - Present
Job Financial Industry Professional
Industry Financial Services
Experience
Boston Financial Data Services   September 2008 - Present
Boston Financial Data Services   2008 - August 2013
Boston Financial Data Services   2004 - 2008
Boston Financial Data Services   2002 - 2004
Boston Financial Data Services   1999 - 2002
Putnam Investments  1996 - 1999

Skills
Management, Microsoft Office, Microsoft Excel, Employee Training, Multi Tasking, Client Liaison, Resourceful..., Highly detail oriented, Analytical Skills, Collaborative Problem...

Education
University of Phoenix
Business Management, Credits Earned - 47

Yaselis Gonzalez-Castillo Yaselis Gonzalez-Castillo Quincy, Massachusetts Details
Yaselis Gonzalez-Castillo's Boston Financial Data Services Experience March 2014 - Present
Job Blue Sky Compliance Fund Administrator at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services   March 2014 - Present
BNY Mellon  July 2013 - February 2014
Formula  November 2011 - 2014
Partners HealthCare  March 2011 - January 2012
TeleCheck / FirstData   June 2010 - February 2011
Marriott Hotel  February 2008 - June 2010
CVS Pharmacy  January 2006 - July 2007

Skills
Healthcare, Hospitals, Healthcare Management, Patient Safety, Medical Terminology, HIPAA, Healthcare Information..., Microsoft, Windows XP and 7, IDX, Word , Excel ,..., GSP, CMS, Data Entry, Public Speaking, Teamwork, Nursing, Outlook, Management, Customer Service, Microsoft Excel, Time Management, PowerPoint, Microsoft Office, Microsoft Word, Access, Nonprofits

Education
University of Massachusetts Boston
Bachelor’s Degree, College of Public and Community Service, Human Services

Sean Saganey Sean Saganey Greater Boston Area Details
Sean Saganey's Boston Financial Data Services Experience 1986 - 1989
Job Owner, New England Carpet & Flooring, LLC
Industry Construction
Experience
New England Carpet & Flooring, LLC   March 2005 - Present
MFS Investment Management  1995 - 2005
John Hancock  1989 - 1994
Boston Financial Data Services   1986 - 1989

Skills
Property Management, Flooring, Vendor Management, Pricing, Strategic Planning, New Business Development, Retail, Team Building, Customer Service, Contract Negotiation, Sales, Apartments, Budgets, Carpet, Account Management, Business Development, Sales Management, Selling, Start-ups, Marketing, Operations Management, Strategy

Education
University of Massachusetts, Amherst   1982 — 1986
BA, Economics/History

Xaverian Brothers High School   1978 — 1982

Barry Strasnick Barry Strasnick Greater Boston Area Details
Barry Strasnick's Boston Financial Data Services Experience April 1983 - April 1991
Job Senior IT executive
Industry Financial Services
Experience
State Street  2013 - Present
ING US Financial Services  2008 - 2012
CitiStreet  January 2000 - June 2008
SunGard Shareholder Systems   April 1994 - January 2000
Desktop Advantage   April 1991 - April 1994
Boston Financial Data Services   April 1983 - April 1991

Skills
Information Security..., Financial Services, Vendor Management, Outsourcing, SDLC, Business Analysis, Infrastructure, Technological Innovation, Enterprise IT Strategy, Enterprise IT..., IT Transformation, IT Management, Information Architecture, Executive Management, CIOs, Mobile Applications, Software Quality..., Security Audits, Network Architecture, Network Security, Mutual Funds, Qualified Retirement..., Capital Budgeting, Operating Budgets, SSAE 16, SAS70, Linux, Unix, IBM Mainframe, Windows Server, TRILL, IDS, IPS, PKI, HIPAA, Sarbanes-Oxley Act, SIEM, Software Development, Risk Management, Integration, Product Management, Project Management, GLBA, SB1386, SOX Compliancy

Education
University of Pennsylvania - The Wharton School
Bachelor of Science (B.S.), Economics

John Palladino John Palladino Hyde Park, Massachusetts Details
John Palladino's Boston Financial Data Services Experience 1996 - 1999
Job Financial Services Operations Professional Seeking a new career opportunity.
Industry Financial Services
Experience
MFS Investment Management  January 2009 - June 2012
MFS Investment Management  2000 - January 2009
MFS Investment Management  April 1999 - 2000
Boston Financial Data Services   1996 - 1999

Skills
Mutual Funds, Process Improvement, SDLC, Training, Team Building, Risk Management, Project Management, Program Management, Call Centers

Education
University of Massachusetts Boston   1993 — 1996
Criminal Justice

Plymouth State College   1990 — 1992
Liberal Arts

Eric Farley Eric Farley Greater Boston Area Details
Eric Farley's Boston Financial Data Services Experience January 2013 - Present
Job Systems Officer at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services   January 2013 - Present
Boston Financial Data Services   September 2007 - December 2012
Boston Financial Data Services   June 2001 - September 2007
Boston Financial Data Services   November 1999 - June 2001

Skills
SDLC, Process Improvement, Business Intelligence, Business Analysis, Requirements Analysis, New Business Development, Product Management, Agile Methodologies, Change Management, SharePoint, Software Requirements, Prototype, Project Management, Intermediary..., Business Strategy, Customer Engagement, Strategic Planning, Intermediary Oversight, Travel, Product Development, Functional Requirements, Process Modeling, Relationship Management, Analysis, Financial Services, Mutual Funds, Vendor Management

Education
University of Massachusetts, Amherst   1990 — 1995
Bachelor's degree

Alyssa Hansen Alyssa Hansen Greater Boston Area Details
Alyssa Hansen's Boston Financial Data Services Experience 2003 - 2005
Job Senior Recruiter at MAPFRE Insurance
Industry Insurance
Experience
MAPFRE Insurance  2006 - Present
Boston Financial Data Services   2003 - 2005

Education
University of Massachusetts, Amherst

Andy Vuong Andy Vuong Greater Boston Area Details
Andy Vuong's Boston Financial Data Services Experience July 2014 - Present
Job Compliance Fund Admin II
Industry Financial Services
Experience
Boston Financial Data Services   July 2014 - Present
BNY Mellon  November 2013 - July 2014
Columbia Management  January 2005 - September 2013
Investors Bank & Trust  June 2001 - January 2005
State Street Bank  February 1999 - December 2000

Skills
Trading, Financial Reporting, Investments, Portfolio Management, Account Reconciliation, Blue Sky, Finance, Fund Accounting, Tax, SEC filings

Education
University of Massachusetts, Amherst
Bachelor of Science (BS)

Carrie Crowder Carrie Crowder Independence, Missouri Details
Carrie Crowder's Boston Financial Data Services Experience
Job Client Relations Manager at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services  

Education
University of Missouri-Kansas City   1990 — 1993
Bachelor of Arts (BA)

Cindy Yau Cindy Yau Quincy, Massachusetts Details
Cindy Yau's Boston Financial Data Services Experience 1990 - 1991
Job Financial Services Professional & Health Care services
Industry Financial Services
Experience
Quincy Health Department.   July 2014 - Present
Quincy College  May 2013 - May 2014
State Street  1996 - 2012
State Street Bank  May 1994 - 1996
State Street  1991 - 1994
Boston Financial Data Services   1990 - 1991

Skills
User Acceptance Testing, Regression Testing, Microsoft Office, Account Reconciliation, Software Quality..., Test Planning, Analysis, Test Cases, Process Improvement, Global Custody, Testing, Business Analysis, Financial Analysis, Derivatives, Auditing, Financial Reporting, Bloomberg Terminal, Internal Audit, Financial Statements, Financial Statement..., Financial Accounting, Accounting, Business Requirements, Back Office, Training, SDLC, SWIFT payments, Trading

Education
Quincy College   2013 — 2014
Certificate, Health/Health Care Administration/Management

UMass Boston   1980 — 1984
Bachelor of Science (BS), Accounting and Business/Management

Alan Chin Alan Chin Greater Boston Area Details
Alan Chin's Boston Financial Data Services Experience August 1999 - June 2007
Job Business Systems Analyst II Adhoc Development at Pioneer Investments
Industry Information Services
Experience
Pioneer Investments  June 2007 - Present
Boston Financial Data Services   August 1999 - June 2007

Skills
Access, Excel, SQL Server, Business Analysis, Requirements Gathering, Crystal Reports, SQL, Customer Relations, Requirements Analysis, Data Analysis, Application Development, Outlook, Disaster Recovery, Word, Microsoft Office, Visual Basic, Database Administration, Microsoft Excel, Microsoft Word, Microsoft SQL Server, SDLC, Project Management, Management, Analysis, Vendor Management, Quality Assurance, Software Documentation, SharePoint, Visio, Business Requirements, User Acceptance Testing, MS Project, Systems Analysis, Databases, Process Improvement

Education
University of Massachusetts, Amherst   1994 — 1998

Thomas Ryan, M.D. Thomas Ryan, M.D. Greater Boston Area Details
Thomas Ryan, M.D.'s Boston Financial Data Services Experience June 1998 - February 2005
Job Physician
Industry Health, Wellness and Fitness
Experience
Boston Financial Data Services   June 1998 - February 2005
Worcester Public Schools  September 1993 - June 1994
UMass Memorial Medical Center  July 1992 - January 1993

Education
University of Massachusetts Medical School   1986 — 1992
M.D., Medicine

University of Massachusetts, Amherst   1982 — 1986
B.A., Biology

Brian Van Note Brian Van Note Kansas City, Missouri Area Details
Brian Van Note's Boston Financial Data Services Experience November 2006 - February 2011
Job Account Executive at Morningstar Communications
Industry Public Relations and Communications
Experience
Morningstar Communications  September 2013 - Present
Lever1   July 2012 - September 2013
Gragg Advertising  June 2011 - July 2012
Ringside's annual Guns and Hoses Event   September 2009 - October 2011
Boston Financial Data Services   November 2006 - February 2011
Ogilvy Public Relations  January 2004 - May 2004

Skills
Copywriting, Public Relations, Social Networking, Blogging, Press Releases, Marketing, Marketing Strategy, Social Media, Online Advertising, Nonprofits, Newspapers, Social Media Marketing, Storytelling, Web Content, Advertising, Magazines, Lead Generation, Research, Direct Marketing, Email Marketing, SEM, Media Relations, Radio, Facebook, Online Marketing, Newsletters, Integrated Marketing, Marketing Communications, Strategic Communications, Publications, Corporate Communications, Digital Marketing

Education
University of Missouri-Columbia   2000 — 2005
Journalism, Strategic Communication

Enyichi Chikwendu Enyichi Chikwendu Greater Boston Area Details
Enyichi Chikwendu's Boston Financial Data Services Experience September 2011 - November 2011
Job Recovery Analyst
Industry Financial Services
Experience
Liberty Mutual Insurance  April 2015 - Present
The CCS Companies  August 2012 - April 2015
Peoples Penetecostal Assembly [Church]   June 2009 - February 2013
Granite Telecommunications  January 2012 - March 2012
Boston Financial Data Services   September 2011 - November 2011
UMass Dartmouth  September 2009 - May 2011

Skills
Analysis, Data Analysis, Troubleshooting, Data Entry, Call Centers, Invoicing, New Business Development, Mutual Funds, Microsoft Exchange, Internal Audit, Tax, Microsoft Excel, Financial Analysis, Access, Microsoft Office, Microsoft Word, Customer Service, Teamwork, Social Media, Research, Accounting, Public Speaking, Time Management

Education
University of Massachusetts Dartmouth   2008 — 2011
Bachelor's degree, Finance, General

Craig Hawkins Craig Hawkins Milton, Massachusetts Details
Craig Hawkins's Boston Financial Data Services Experience March 2015 - Present
Job Student at University of Massachusetts Dartmouth
Industry Financial Services
Experience
Boston Financial Data Services   March 2015 - Present
Granite Links Golf Club  May 2011 - August 2015
College Pro Painters  April 2010 - August 2010

Skills
Organization Skills, French, Skilled Multi-tasker, Group Work

Education
University of Massachusetts Dartmouth   2011 — 2015
Finance, General, Senior

Milton High School   2007 — 2011
High School Diploma

Adrian Lucas Adrian Lucas Greater Boston Area Details
Adrian Lucas's Boston Financial Data Services Experience June 2014 - Present
Job Officer at State Street Corporation
Industry Financial Services
Experience
State Street  September 2015 - Present
Boston Financial Data Services   June 2014 - Present
Boston Financial Data Services   June 2011 - June 2014

Skills
Mutual Funds, Process Improvement, Financial Services, Risk Management, Securities

Education
UMass Dartmouth   2008 — 2012
Bachelor of Science (BS), Accounting

Howard Goldberg Howard Goldberg Greater Boston Area Details
Howard Goldberg's Boston Financial Data Services Experience 1985 - 1990
Job Director of Client Solutions at Plymouth Rock Assurance
Industry Financial Services
Experience
Plymouth Rock Assurance "2014 Boston Globe Best Places to Work"   April 2014 - Present
Waste Management  May 2013 - March 2014
Plymouth Rock Assurance  August 2011 - April 2013
Esurance  June 2010 - August 2011
Capgemini  May 2010 - June 2010
Fidelity Investments  January 2005 - January 2009
Putnam Investments  1993 - 2005
T. ROWE PRICE  June 1990 - September 1992
Boston Financial Data Services   1985 - 1990

Skills
Call Center, Cross-functional Team..., Process Improvement, Insurance, Vendor Management, Financial Services, Business Analysis, Program Management, CRM, Call Centers, Leadership, Risk Management, Strategy, Management, SDLC, Training, Change Management, Business Process, Business Development, Analysis, Budgets, Strategic Planning, Mutual Funds, Business Process..., Operations Management, Customer Experience

Education
University of Massachusetts Boston
Bachelor of Science (BS)

Julianne Crawford Julianne Crawford Greater Boston Area Details
Julianne Crawford's Boston Financial Data Services Experience January 2005 - August 2005
Job Assistant Corporate Actions Manager at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management  February 2015 - Present
MFS Investment Management  August 2011 - Present
MFS Investment Management  October 2007 - August 2011
State Street Bank  August 2006 - October 2007
State Street Bank  August 2005 - August 2006
Boston Financial Data Services   January 2005 - August 2005

Skills
Corporate Actions, Bloomberg, Fixed Income, Investments, Equities, Securities, Financial Analysis, Asset Managment, Financial Services, Bloomberg Terminal, Finance, Investment Management, Financial Risk, Trading Systems, Relationship Management, ETFs, Global Custody, Middle Office, Options, Equity Research, Equity Derivatives, Alternative Investments, Asset Management

Education
University of Massachusetts Boston   2001 — 2005
Bachelor's Degree, Business, Management, Marketing, and Related Support Services

Michael Svenson Michael Svenson Greater Boston Area Details
Michael Svenson's Boston Financial Data Services Experience September 1992 - April 1995
Job Experienced Sales Management Executive
Industry Computer Software
Experience
Corporate Access Online, Inc   July 2011 - Present
PPM Consulting   August 2001 - Present
DST Output  April 1995 - October 2000
Boston Financial Data Services   September 1992 - April 1995
Boston Financial Data Services   September 1989 - September 1992
Boston Financial Data Services   May 1988 - September 1989

Skills
Sales Process, Negotiation, Management, Financial Services, Solution Selling, Salesforce.com, Product Management, Business Development, New Business Development, Sales, Account Management, CRM, Business Process, Business Process..., Strategic Planning, Enterprise Software, Project Management, Process Improvement, Start-ups, Finance, Vendor Management, Strategy, Strategic Partnerships, SaaS, Professional Services, Competitive Analysis, Management Consulting, B2B, Lead Generation, Business Strategy, Cloud Computing, Business Analysis, Cross-functional Team..., Product Marketing, Business Planning, Leadership, Sales Management, Team Building, P&L Management, Sales Operations

Education
University of Massachusetts Boston   1978 — 1980
Business Administration and Management, General

Barry Struski Barry Struski Greater Boston Area Details
Barry Struski's Boston Financial Data Services Experience October 1998 - December 2006
Job AVP / Senior Training Specialist at Rockland Trust
Industry Banking
Experience
Rockland Trust Company  August 2009 - Present
Carver School Committee   April 2013 - August 2015
Rockland Trust Company  January 2007 - August 2009
Boston Financial Data Services   October 1998 - December 2006

Skills
Banking, Training, Customer Service, Management, Microsoft Excel, Microsoft Word, Change Management, Risk Management, Finance, Consumer Lending, Call Centers, Loans, Retail Banking, Commercial Lending, Employee Training, Learning Management, Training Delivery, Commercial Banking, Small Business Lending

Education
UMass Dartmouth
Bachelor of Arts (B.A.)

Paula Wing Paula Wing Greater Boston Area Details
Paula Wing's Boston Financial Data Services Experience 1997 - 2000
Job Principal Software Engineer at Sqrrl
Industry Computer Software
Experience
Sqrrl  October 2014 - Present
Assured Labor, Inc.   May 2013 - September 2014
Kiva Systems  September 2008 - May 2013
Kiva Systems  2008 - 2012
Target Software  2008 - 2008
MFS Investment Management  2000 - 2003
Boston Financial Data Services   1997 - 2000

Skills
Java, Software Development, SQL, Database Design, MySQL, Maven, Liquibase, Linux, PL/SQL, Databases, Stored Procedures, Multithreading, Testing, Software Engineering, Unix, XML, Agile Methodologies, Mac OS X, Web Services, Spring, Software Design, Subversion, Object Oriented Design, Tomcat, Eclipse, Distributed Systems, Avaje Ebean ORM, iBatis, Python, Hibernate, Training, International, REST, JUnit, Java Enterprise Edition

Education
University of Massachusetts, Amherst   2004 — 2007
B.S., Computer Science

University of Massachusetts, Amherst   1990 — 1995
B. Mus., Musicology

Joy McCune Joy McCune Greater Boston Area Details
Joy McCune's Boston Financial Data Services Experience 2015 - Present
Job Chief Human Resources Officer at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services   2015 - Present
State Street Corporation  1997 - 2015
State Street Global Advisors  2005 - 2009
Stream International  1995 - 1997
Managed Comp  1993 - 1995
Tufts Health Plan  1991 - 1993
BayBank  1989 - 1991

Skills
Human Resources, Management, Performance Management, Training, Onboarding, Talent Acquisition, Employee Relations, Strategy, Talent Management, Financial Services, HR Transformation, Succession Planning, HR Strategy, Employee Engagement, Organizational..., Mergers & Acquisitions, Recruiting, Turnaround Operations, Change Management, Workforce Planning, Executive Compensation..., Leadership Development, Performance Appraisal, Executive Search, Strategic Leadership, Employee Benefits, Deferred Compensation, Organizational Structure

Education
University of Massachusetts

University of Massachusetts Boston
Bachelor's Degree

Mary Verrochi Mary Verrochi Greater Boston Area Details
Mary Verrochi's Boston Financial Data Services Experience March 1994 - October 2010
Job ELearning Professional
Industry E-Learning
Experience
Boston Financial Data Services   March 1994 - October 2010
Boston Financial Data Services   October 1989 - March 1994
Quincy Public Schools  October 1989 - March 1994

Skills
Instructional Design, E-Learning, Captivate, Adult Education, Curriculum Design, Blended Learning, Curriculum Development, Classroom

Education
University of Massachusetts Boston   1983 — 1987
BS, Mgt, Management, concentration Marketing

Gian Orsini Gian Orsini Greater Boston Area Details
Gian Orsini's Boston Financial Data Services Experience 1996 - 1997
Job Case Analyst at John Hancock
Industry Financial Services
Experience
John Hancock  December 2008 - Present
TBG Financial  November 2000 - December 2001
Boston Financial Data Services   1996 - 1997

Education
University of Massachusetts Boston

Brian Waterman, PMP Brian Waterman, PMP Greater Boston Area Details
Brian Waterman, PMP's Boston Financial Data Services Experience August 2007 - May 2008
Job Vice President Global TreasuryLiquidity Project Management at State Street
Industry Financial Services
Experience
State Street  August 2014 - Present
State Street  January 2012 - August 2014
State Street Corporation  October 2009 - December 2011
Massachusetts Department of Health and Human Services   February 2009 - February 2010
Boston Financial Data Services   August 2007 - May 2008
State Street Corp  June 2003 - July 2007
State Street Corp  June 2000 - May 2003

Skills
PMP, Business Analysis, Project Management, Enterprise Risk..., Regulatory Requirements, Basel II, Basel III, Dodd-Frank, LCR

Education
University of Massachusetts Dartmouth   1994 — 1999
Bachelor of Science, Marketing

Allen Loayza Allen Loayza Greater Boston Area Details
Allen Loayza's Boston Financial Data Services Experience March 1999 - April 2000
Job Web Developer at Convention Data Services
Industry Internet
Experience
Convention Data Services  December 2012 - Present
Metalprices.com  March 2011 - July 2012
Mazie Software   September 2010 - February 2011
BT Conferencing  July 2007 - August 2010
Elevate Your Mind Records   November 2000 - July 2007
Be Free  April 2000 - November 2000
Boston Financial Data Services   March 1999 - April 2000

Skills
SQL, Web Design, ASP, CSS, jQuery, Web Applications, E-commerce, CMS, JavaScript, Ruby on Rails, Databases, PostgreSQL, HTML5, Microsoft SQL Server, Responsive Web Design

Education
University of Massachusetts, Amherst   1991 — 1996
Legal Studies

Ted Tingus Ted Tingus Greater Boston Area Details
Ted Tingus's Boston Financial Data Services Experience October 1998 - December 2005
Job Account Manager at DST Systems
Industry Information Technology and Services
Experience
DST Systems  December 2005 - Present
Boston Financial Data Services   October 1998 - December 2005
Ellenzweig  April 1998 - October 1998

Skills
Chess, CRM, Project Management, Business Analysis, Vendor Management, SDLC, Process Improvement, Requirements Analysis, Change Management, Team Leadership, Business Process..., Software Documentation, Requirements Gathering, Program Management, Information Technology, Professional Services

Education
University of Massachusetts Boston
Business Administration and Management, General

Anthony Di Verdi Anthony Di Verdi Greater Boston Area Details
Anthony Di Verdi's Boston Financial Data Services Experience July 2013 - February 2015
Job Treasury Analyst
Industry Financial Services
Experience
Global Atlantic Financial Group Limited  February 2015 - Present
Boston Financial Data Services   July 2013 - February 2015
Clark University Graduate School of Management  June 2012 - July 2013
State Street Bank  December 2010 - June 2012
State Street Bank  August 2009 - December 2010

Skills
Customer Service, Microsoft Office, Critical Thinking, Management, Office Management, Business, Innovation, Problem Solving, System Administration, Administration, Analysis, Data Analysis, Financial Analysis, PeopleSoft, BlackRock Aladdin

Education
University of Massachusetts Boston   2008 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General, Magna Cum Laude

Margaret Alfonso, PMP Margaret Alfonso, PMP Greater Boston Area Details
Margaret Alfonso, PMP's Boston Financial Data Services Experience 1986 - 1989
Job Project Manager at IMP Consulting
Industry Financial Services
Experience
IMP Partners   September 2004 - Present
JP Morgan Chase  January 1999 - May 2004
Fidelity Investments  August 1995 - December 1999
Scudder Investments  1989 - 1995
Boston Financial Data Services   1986 - 1989
Hills Department Stores  1985 - 1986

Skills
Mutual Funds, Asset Management, Investment Management, Trading, Fixed Income, Equities, Financial Services, Project Management, Hedge Funds, Bloomberg, Process Improvement, Trading Systems, Change Management, Investments, Business Analysis, Asset Managment, Series 63, Vendor Management, Risk Management, Portfolio Management, Securities, Order Management

Education
University of Massachusetts at Lowell   1981 — 1985
Bachelor of Science (B.S.), Business Administration, Management and Operations

Scott Crossman Scott Crossman Greater Boston Area Details
Scott Crossman's Boston Financial Data Services Experience January 2014 - Present
Job Senior Application Support Analyst at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services   January 2014 - Present
Boston Financial Data Services   August 2007 - January 2014
Boston Financial Data Services   March 2000 - July 2007

Skills
Financial Services, Mutual Funds, Business Analysis, Process Improvement, Call Center, Relationship Management, Requirements Gathering, Project Management, Customer Service, Requirements Analysis, Software Documentation, Strategic Planning, Business Requirements, Business Process..., Analysis, CRM, SharePoint, Microsoft Excel, Data Analysis

Education
University of Massachusetts, Amherst   1994 — 1999
Bachelor of Arts (BA), Communication, General

Trevor Readinger Trevor Readinger Rockland, Maine Details
Trevor Readinger's Boston Financial Data Services Experience June 2013 - Present
Job Group Manager at Boston Financial Data Services
Industry Outsourcing/Offshoring
Experience
Boston Financial Data Services   June 2013 - Present
Boston Financial Data Services   May 2012 - Present
Boston Financial Data Services   September 2010 - May 2012
Taction  April 2004 - April 2010
Microdyne  2002 - 2003
Envisionet  1999 - 2003

Skills
Call Center, Team Building, Customer Service, Team Leadership, Operations Management, Change Management, Project Management, Process Improvement, Customer Satisfaction, Call Centers, Customer Experience, Vendor Management, Telecommunications, Data Analysis, Outsourcing, Workforce Management, Coaching, Microsoft Excel, Microsoft Office, Outlook, Avaya, Microsoft Word, Access, Windows, Performance Management, Quality Assurance, ACD, IEX Total View, IEX, Staffing Plans, 529 Plans, Business Analysis, Analysis, Program Management, Leadership, CRM, Software Documentation

Education
University of New Hampshire   1994 — 1999
BA, Earth Science

Moses Brown School   1992 — 1994
Diploma

Mara Delaney Mara Delaney Greater Boston Area Details
Mara Delaney's Boston Financial Data Services Experience January 2008 - Present
Job Project Team Group Manager at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services   January 2008 - Present
Boston Financial Data Services   June 2006 - January 2008
Boston Financial Data Services   April 1999 - June 2006
boston financial  May 1984 - April 1999

Skills
Business Analysis, Project Management, Financial Services, Process Improvement, Risk Management, Mergers, Vendor Management, Call Centers, Mutual Funds, Leadership, Management, MS Project, Mergers & Acquisitions

Education
University of Massachusetts Boston   1981 — 1987
major: Elementary Education Minor: History

Barbara Newman Barbara Newman Greater Boston Area Details
Barbara Newman's Boston Financial Data Services Experience December 2010 - March 2011
Job BA/PM in Business Intelligence Group at Boston College
Industry Pharmaceuticals
Experience
Member of Board of Friends of Thomas Crane Library   May 2014 - Present
Boston College  September 2014 - February 2015
Dovetail Health  March 2014 - August 2014
Novartis (NIBR) through Eliassen   September 2011 - May 2013
Simmons College  March 2011 - August 2011
Boston Financial Data Services   December 2010 - March 2011
State Street  April 2010 - November 2010
State Street  August 2004 - September 2008
DePuy Spine (through Kelly Services)   March 2001 - January 2004
GTECH  1998 - 2001

Skills
Purchasing, Strategic Sourcing, Business Requirements, Business Process, Project Management, Business Analyst, Project Manager, Management, Analysis, Vendor Management, Contract Management, Process Improvement, Procurement, Program Management, Software Documentation, SDLC, Business Process..., Project Planning, Change Management, MS Project, Six Sigma, Cross-functional Team..., Quality Assurance, CRM, Strategic Planning, Risk Management, Requirements Analysis, Process Engineering, Training, Visio, Budgets

Education
University of Massachusetts Dartmouth
MBA, Marketing, Buisiness, International

University of Massachusetts, Amherst
BA, Liberal Art, Marketing, Art

Darlene Thorpe Darlene Thorpe Greater Boston Area Details
Darlene Thorpe's Boston Financial Data Services Experience June 1997 - December 2001
Job Administration at Higher Education Academy
Industry Higher Education
Experience
Roxbury Community College  2004 - Present
Boston Financial Data Services   June 1997 - December 2001

Skills
Student Affairs, Community Outreach, Customer Service, Public Speaking, Microsoft Excel, Administrative..., Event Planning, Nonprofits, Research, Microsoft Office, Fundraising, Higher Education, Leadership Development, Resume Writing, Program Development, Microsoft Word, Teaching

Education
University of Massachusetts, Amherst   2013 — 2015
Master of Business Administration (M.B.A.), Organizational Leadership

Westfield State College
BA, Business Administration

Stuart Weiner, MBA Stuart Weiner, MBA Greater Boston Area Details
Stuart Weiner, MBA's Boston Financial Data Services Experience 1996 - 1999
Job Senior Auditor Energy Efficiency Dept at Columbia Gas of Massachusetts
Industry Utilities
Experience
Columbia Gas of Massachusetts  June 2011 - Present
NSTAR  January 2000 - June 2011
NSTAR  May 2006 - July 2007
NSTAR  February 2004 - May 2006
Boston Financial Data Services   1996 - 1999
First Data Investor Services Group  1994 - 1996

Skills
Excel, PowerPoint, Word, Customer Service, Process Improvement, Performance Management, Change Management, Customer Relations, Accounts Receivable, Microsoft Excel, Project Management, Energy, Financial Analysis, Risk Management, Analysis, Forecasting, Microsoft Word, Business Process..., Budgets, Management, Financial Reporting, Finance, Program Management, Leadership, Accounting, Business Analysis, Financial Modeling, Mergers & Acquisitions, Sarbanes-Oxley Act, Management Consulting

Education
University of Phoenix   2003 — 2005
MBA, Business Administration and Management, General

University of Massachusetts Lowell   1989 — 1993
Bachelors, Finance

Malden High School   1983 — 1987

Nicholas Favorito Nicholas Favorito Quincy, Massachusetts Details
Nicholas Favorito's Boston Financial Data Services Experience November 2001 - June 2011
Job Assistant Vice President, Trader at Anchor Capital Advisors LLC
Industry Investment Management
Experience
Anchor Capital Advisors LLC   June 2011 - Present
Boston Financial Data Services   November 2001 - June 2011

Skills
Moxy, APX, DTC, FactSet, TA2000

Education
University of Massachusetts Boston   1999 — 2004
Bachelor’s Degree, Political Science and Government, 3.5

Joe Devine Joe Devine Greater Boston Area Details
Joe Devine's Boston Financial Data Services Experience January 2008 - November 2014
Job Chief Product Officer at Financial Media Exchange LLC
Industry Financial Services
Experience
Financial Media Exchange LLC   December 2014 - Present
Boston Financial Data Services   January 2008 - November 2014
DST Customer Communications  August 2007 - January 2008
ADP  May 1997 - August 2007
Management Information Services (MIS)   January 1991 - May 1997
Fidelity Investments  January 1987 - November 1991

Skills
Mergers & Acquisitions, Relationship Management, Risk Management, Vendor Management, Mutual Funds, New Business Development, Team Building, Financial Services, Business Analysis, Call Center, CRM, Process Improvement, Investments, Series 63, Operations Management, Change Management, Strategic Planning, Management, SDLC, Business Process..., Cross-functional Team..., Account Management, Quality Assurance, Project Management, Leadership, Securities, Team Leadership, Outsourcing, Visio, Call Centers, Client Services, Product Management, Analysis, Requirements Analysis, Program Management, Customer Service, Back Office, Strategy, Business Development, Executive Management, Asset Management, Sales

Education
University of Massachusetts Boston   1978 — 1982
Bachelor of Science (B.S.), Business Administration, Financial Management

Weymouth North High School   1975 — 1978

Blake Houston Blake Houston Kansas City, Missouri Area Details
Blake Houston's Boston Financial Data Services Experience March 2014 - Present
Job Unit Manager at Boston Financial Data Services
Industry Information Technology and Services
Experience
Boston Financial Data Services   March 2014 - Present
DST  2012 - 2015
DST  2012 - 2015
DST  2012 - 2015
United States General Services   June 2010 - August 2010

Skills
Video Editing, Film Production, Corporate Communications, Marketing, Management, Customer Service, Project Management

Education
University of Missouri-Kansas City   2007 — 2011
Bachelors of Art, Communications/Film and Media Art

John Levangie John Levangie Greater Boston Area Details
John Levangie's Boston Financial Data Services Experience November 2006 - June 2008
Job Sr. Field Service Technician
Industry Biotechnology
Experience
Hach Hach Lange  May 2015 - Present
Charm Sciences, Inc.   January 2013 - May 2015
Allegro MicroSystems, Inc.   2011 - 2012
NTS  July 2010 - March 2011
US Navy Reserve  2007 - 2011
Boston Financial Data Services   November 2006 - June 2008
US Navy  September 2000 - September 2006

Skills
Troubleshooting, Electronics, Systems Engineering, Military Experience, Radar Display Technician, Microsoft Office, Team Leadership, Technical Training, Government Purchasing, Electronic Cooling..., Problem Solving, Test Equipment, AC/DC, Schematic, Electrical Safety, Lockout Tagout..., Electronics Repair, Military, Navy, Soldering, Radar, Spectrum Analyzer, Digital Electronics, Power Supplies, Technical Writing, Electrical..., Multimeter, Electrical Engineering, Maintenance, Field Service

Education
University of Massachusetts Lowell   2012 — 2016
Working towards my BSEECS, Electrical Engineering and Computer Sciences

ET A School   2009 — 2009
ET Certification, Advanced Electronics

Radar and Display School   2001 — 2002
FC Certification, FC C School

Advanced Electronics Technical Core   2000 — 2001
FC Certification, Fire Controlman A School

Aimee Burke Aimee Burke Greater Boston Area Details
Aimee Burke's Boston Financial Data Services Experience 2003 - 2007
Job Director of Sales & Marketing at The Ridge Club at Kemper Sports
Industry Recreational Facilities and Services
Experience
Kemper Sports  March 2015 - Present
The Weymouth Club  April 2013 - March 2015
Whitridge Associates  September 2012 - April 2013
The Weymouth Club  June 2011 - September 2012
Town Sports International  August 2007 - June 2011
Boston Financial Data Services   2003 - 2007

Skills
Recruiting, Sales, Customer Service, Personal Training, Certified Group..., Health Club Management, Helping Clients Succeed, Hiring, Nutrition, Fitness Training, Applicant Tracking..., Wellness Coaching, Time Management, Microsoft Excel, Social Media Marketing, Outlook, Social Networking, Fitness, Employee Benefits, Event Planning, Microsoft Office, Leadership, Customer Retention, Budgets, Human Resources, Social Media, Management, Strength Training, PowerPoint, Community Outreach, Leadership Development, Public Speaking, Marketing, Microsoft Word, Wellness, Event Management, Strategic Planning, Team Building, Cold Calling, Coaching, Training, Building Relationships, Healthcare, Interviews, Employee Relations, Lifestyle, Employee Wellness

Education
University of Massachusetts Boston   2006 — 2010
Bachelor of Arts (B.A.), Cultural Anthropology

Kaelon Counce Kaelon Counce Kansas City, Missouri Details
Kaelon Counce's Boston Financial Data Services Experience May 2010 - May 2011
Job Deputy Court Clerk at Jackson County Circuit Court
Industry Judiciary
Experience
Jackson County Circuit Court  March 2015 - Present
Jackson County Family Court  September 2012 - March 2015
Missouri Department of Corrections  June 2012 - August 2012
Boston Financial Data Services   May 2010 - May 2011

Skills
Microsoft Word, Microsoft Office, E-file, JIS, Avaya Communication..., Epicor

Education
University of Missouri-Kansas City   2011 — 2014
Bachelor’s Degree, Criminal Justice and Criminology

Stephen Botelho Stephen Botelho Boston, Massachusetts Details
Stephen Botelho's Boston Financial Data Services Experience October 2012 - October 2013
Job Executive, IT, and Insurance Recruiter @ InsuranceTechies
Industry Information Technology and Services
Experience
InsuranceTechies - IT and Insurance Executive Search, Consulting   January 2000 - Present
NP Group   October 2014 - March 2015
Sharon Country Club, Sharon, MA   January 2014 - December 2014
AIR Worldwide  August 2014 - November 2014
Boston Financial Data Services   October 2012 - October 2013
The Hanover Insurance Group  August 2007 - April 2008
John Hancock Financial Services  January 2001 - May 2004
Insurance Holdings of America, Inc.   November 1995 - November 1999
Lockheed Martin  1985 - 1990

Skills
Technical Recruiting, Project Planning, Commercial Insurance, General Insurance, Insurance, Human Resources, Recruiting, Talent Scouting, Software Industry, Property & Casualty..., Leadership, Applicant Tracking..., Executive Search, Business Process..., Insurance Domain, Talent Acquisition, Vendor Management, Internet Recruiting, Contract Recruitment, Relationship Management, Business Analysis, Start-ups, Building Relationships, Employee Benefits, Sourcing, Temporary Placement, Management, Training

Education
University of Massachusetts, Amherst   1988 — 1990
Bachelor of Applied Science (B.A.Sc.), Major: Liberal Arts & Psychology

Greater New Bedford Vocational   1982 — 1986
High School Diploma, Machine Drafting

Bill Leonard,MBA,PMP Bill Leonard,MBA,PMP Greater Boston Area Details
Bill Leonard,MBA,PMP's Boston Financial Data Services Experience November 2000 - April 2003
Job Financial and Technology Professional
Industry Financial Services
Experience
SHFS   May 2006 - Present
Deloitte & Touche LLP  November 2004 - May 2006
SFHS Inc. and RHM   May 2003 - November 2004
Boston Financial Data Services   November 2000 - April 2003
John Hancock Funds, Boston, MA-Retirement Services Group   December 1994 - November 2000
John Hancock Financial Services  1994 - 2000

Skills
PMP Certified, Methodologies:Waterfall,..., Hyperion Enterprise, Cognos, Six Sigma, Agile Methodologies, SAP R/3, DB2, Bloomberg, Informatica, PRINCE2, Great Plains Software, ClearQuest, Brio Query, Portia, FRx, Strategic Planning, Capital Budgeting, business process..., Business Transformation, Business Case Modelling, JIRA Greenhopper, Executive Committee..., Vendor and Procurement..., PMP, OPS RISK Mitigation and..., AWD, Sungard Omni, Rational Team..., Cloud(SAAS) for..., Value Stream Mapping, Lean Management, End to End Process..., Clarity PPM system tool..., Program Management

Education
Northeastern University-MBA   1996 — 1999
MBA

University of Massachusetts Lowell
BS Accounting_Minor Computer Science

Joshua Needle Joshua Needle Canton, Massachusetts Details
Joshua Needle's Boston Financial Data Services Experience October 2014 - Present
Job Business Analyst at Boston Financial Data Services
Industry Environmental Services
Experience
Boston Financial Data Services   October 2014 - Present
Boston Financial Data Services   December 2013 - Present
Kelly Services  April 2013 - December 2013
Prism Energy Services  September 2012 - December 2013
Kelly Services  September 2011 - September 2012

Skills
Call Centers, Microsoft Office, Microsoft Excel, Diligent, Creative Problem Solving, Innovation, VBA, Team Leadership, Time Management, Process Improvement, Sales

Education
University of Massachusetts, Amherst   2008 — 2011
None, Accounting and Business/Management, Junior

Sharon High School   2004 — 2008

Sharon High School

James Lau James Lau Greater Boston Area Details
James Lau's Boston Financial Data Services Experience March 2013 - September 2014
Job FrontEnd Engineer at NutraClick
Industry Internet
Experience
NutraClick  July 2015 - Present
JamesLau.com   March 2008 - Present
Almighty  September 2014 - June 2015
Boston Financial Data Services   March 2013 - September 2014
Brand Content  June 2012 - March 2013
LevelUp  October 2011 - January 2012
Sonos, Inc.   July 2011 - October 2011
Intronis  September 2010 - November 2010
Visual Dialogue Boston   April 2010 - September 2010
CustomMade Ventures  December 2009 - March 2010

Skills
Web Design, User Experience, CSS, WordPress, Photoshop, Graphic Design, Web Development, jQuery, Front-end, HTML 5, User Interface Design, Illustrator, Logo Design, Typography, Flash, Dreamweaver, HTML, User Experience Design, InDesign, User Interface, Adobe Creative Suite, Online Marketing, Creative Direction, Flash Animation, Information Architecture, PHP, Web Standards, HTML5, CMS, Social Media, CSS3, UI Design, UX Design, Front-end Development

Education
University of Massachusetts Dartmouth   2003 — 2008
2, Digital Media / Graphic Design

John Nathan, MBA John Nathan, MBA Pembroke, Massachusetts Details
John Nathan, MBA's Boston Financial Data Services Experience August 2012 - December 2013
Job Underwriter at Argo Group International Holdings, Ltd.
Industry Insurance
Experience
Argo Group International Holdings, Ltd.   May 2015 - Present
Argo Group International Holdings, Ltd.   October 2014 - May 2015
Arbella Insurance Group  June 2010 - October 2014
Boston Financial Data Services   August 2012 - December 2013
Arbella Insurance Group  December 2009 - June 2010
Go To Inc   June 2009 - November 2009

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Liccensed Massachusetts..., Currently working..., Completed INS-21, 22, 23

Education
University of Massachusetts Dartmouth   2012 — 2015
Masters of Business Administration, Project Management/Organizational Leadership

University of Massachusetts Dartmouth   2005 — 2009
Bacholors of Science, Marketing

Cardinal Spellman High School   2001 — 2005

Jamey Whitney Jamey Whitney Hampton, New Hampshire Details
Jamey Whitney's Boston Financial Data Services Experience January 1998 - November 2000
Job Business DevelopmentBusiness Operations
Industry Construction
Experience
Merrimac Tile Company LLC   June 2013 - Present
Wachovia Securities Financial Network  November 2003 - June 2004
State Street  November 2000 - November 2003
Boston Financial Data Services   January 1998 - November 2000
Putnam Investments  February 1995 - January 1998

Skills
Finance, Management, Sales, Team Leadership, Accounting, Project Management

Education
University of Massachusetts Lowell   1992 — 1996
Liberal Arts and Sciences/Liberal Studies

Matt Migliore Matt Migliore Owls Head, Maine Details
Matt Migliore's Boston Financial Data Services Experience April 2010 - May 2012
Job Customer Service Representative at Damariscotta Bank & Trust Co.
Industry Financial Services
Experience
Damariscotta Bank & Trust Co.   April 2013 - Present
Shaw's Supermarkets  May 2012 - March 2013
Boston Financial Data Services   April 2010 - May 2012

Skills
Highly detail oriented, Call Center, Customer Service, Process Improvement, Business Analysis, Microsoft Excel, Outlook, Customer Satisfaction, Microsoft Office, Banking, Access, Investments, Microsoft Powerpoint, Sales

Education
University of Maine at Farmington   2005 — 2009
Bachelor of Arts (B.A.), Business Econmics, 2.81 GPA

Steve Milosavljevic Steve Milosavljevic Greater Boston Area Details
Steve Milosavljevic's Boston Financial Data Services Experience April 1997 - April 2007
Job Financial Systems Consultant at Linedata
Industry Financial Services
Experience
Linedata  February 2011 - Present
Pioneer Investments  April 2007 - September 2009
Boston Financial Data Services   April 1997 - April 2007

Skills
Mutual Funds, Hedge Funds, Securities, Financial Services, Equities, Alternative Investments, Derivatives, Fixed Income, Customer Service, Relationship Management, Process Improvement, Risk Management, Market Data, Management

Education
University of Massachusetts, Amherst

David Sternburg, QKA David Sternburg, QKA Greater Boston Area Details
David Sternburg, QKA's Boston Financial Data Services Experience July 2012 - October 2013
Job Plan Implementation and Conversions Manager
Industry Financial Services
Experience
ASPPA Benefits Council of New England   January 2014 - Present
DST Retirement Solutions  October 2013 - Present
Boston Financial Data Services   July 2012 - October 2013
Boston Financial Data Services   October 2009 - June 2012
Boston Blazers  August 2008 - August 2009
Boston Financial Data Services   September 2007 - August 2008
MFS Investment Management  October 2004 - September 2007
MFS Investment Management  January 2003 - October 2004
MFS Investment Management  January 2001 - January 2003

Skills
401k, QKA, Customer Relations, Retirement, ERISA, Customer Service, Customer Retention, Internal Revenue Code, Pensions, Client Services, Form 5500, Analysis, Benefits, Benefits Administration, ASPPA, Compliance Testing, 401k Rollovers, Retirement Savings, Qualified Retirement..., Benefit Plan..., Mutual Funds, Compliance, AWD, DST, Form 5500 preparation, RPF, Microsoft Excel, Microsoft Office, Social Media, Business Analysis, Team Leadership, Project Management, Project Planning, Vlookup, Retirement Plan..., Retirement Benefits, SmartDesk, Bluezone, Rumba, Trac, Management, Retirement Planning, Sales, Leadership, 401(k) Plan..., 401(k) Plan Conversions, Employee Benefits, Marathon

Education
University of New Hampshire   1996 — 2000
B.S Psychology, A.A.S. Applied Business Management

Hingham High School   1992 — 1996

Rob Forand Rob Forand Greater Boston Area Details
Rob Forand's Boston Financial Data Services Experience 2013 - Present
Job Director of Infrastructure Operations at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services   2013 - Present
Epec Engineered Technologies  August 2006 - 2013
Topline, Inc.   1994 - 2012
Ahead, Inc  2004 - 2006
Edwards Angell Palmer & Dodge LLP  1993 - 2001

Skills
Project Management, ERP, CRM, Document Management, Enterprise Content..., E-commerce, Web Development, NetSuite, Enterprise Software, IT Management, Leadership, Process Improvement, IT Strategy, Business Development, Business Analysis, Cloud Computing, Cross-functional Team..., Information Technology, Management

Education
University of Massachusetts Dartmouth   1989 — 1992
BS, Computer Science

Victoria Mulugeta Victoria Mulugeta Kansas City, Missouri Details
Victoria Mulugeta's Boston Financial Data Services Experience January 2014 - September 2014
Job Retirement Plan Account Manager at Boston Financial Data Services
Industry Information Technology and Services
Experience
Cerner Corporation  August 2014 - Present
Boston Financial Data Services   January 2014 - September 2014
DST Systems  August 2012 - January 2014
DST Systems  December 2008 - July 2012
Crossroads Kansas City   May 2010 - August 2011
UMKC Geoscience Department   May 2009 - May 2010

Skills
Strategic Planning, Customer Service, Corporate Communications, Account Reconciliation, Peer Mentoring, Editing, Microsoft Office, Analysis, Research, Event Planning, Management, Budgets, Social Networking, Marketing, Public Speaking

Education
University of Missouri-Kansas City   2005 — 2010
Bachelor of Arts, Economics, 3.0

University of Missouri-Kansas City   2005 — 2010
Bachelor of Science (B.S.), Environmental Science, 3.5

Jayda Burke Jayda Burke Princeton, New Jersey Details
Jayda Burke's Boston Financial Data Services Experience May 1998 - January 2001
Job Vice President at BlackRock
Industry Financial Services
Experience
BlackRock  September 2013 - Present
BNY Mellon Asset Servicing  January 2001 - September 2013
Boston Financial Data Services   May 1998 - January 2001

Skills
Transfer Agency, Mutual Funds, NSCC, Broker Dealer Support, Trust Support, Industry Committees, Securities, Asset Management, Investments, Financial Services, Fixed Income, Trading, Hedge Funds, Securities Lending, Business Analysis, Relationship Management, Equities, Account Reconciliation, Alternative Investments, Risk Management, Fund Administration, Series 7, Portfolio Management

Education
University of Massachusetts Dartmouth   1993 — 1998
BS, Finance

Christine Compton Christine Compton Greater Boston Area Details
Christine Compton's Boston Financial Data Services Experience October 1990 - September 2006
Job Human Resources Professional
Industry Retail
Experience
Boston Financial Data Services   October 1990 - September 2006

Skills
Employee Relations, Performance Management, Change Management, Event Planning, HRIS, Training, Organizational..., Onboarding, Recruiting, Analysis, Human Resources, Talent Acquisition, Applicant Tracking..., Deferred Compensation

Education
University of Massachusetts, Amherst   1986 — 1990

Dedham High School

Jennifer Turner Jennifer Turner Kansas City, Missouri Area Details
Jennifer Turner's Boston Financial Data Services Experience December 2010 - Present
Job Human Resources Manager at Boston Financial Data Services
Industry Human Resources
Experience
Boston Financial Data Services   December 2010 - Present
Samson Dental Practice Management/ImmediaDent   January 2010 - September 2010
KeyBank Real Estate Capital  March 2006 - November 2009
GE Insurance Solutions  January 2005 - November 2005
National Association of Insurance Commissioners  July 2004 - October 2004
Everest Connections  February 2002 - January 2003
UtiliCorp United Inc.   February 1981 - January 2002

Skills
Employee Relations, PeopleSoft, Mergers, Organizational Design, Organizational..., Executive Coaching, Recruiting, Leadership Development, Human Resources, Leadership, Hiring, Strategy, Mergers & Acquisitions, Payroll, Personnel Management, Performance Management, Sourcing, Organizational..., Employee Benefits, College Recruiting, Policy, Change Management

Education
University of Missouri-Kansas City
Bachelor of Business Administration (BBA), Business Administration and Management, General

Renee (Robichaud) Bilunas Renee (Robichaud) Bilunas Greater Boston Area Details
Renee (Robichaud) Bilunas's Boston Financial Data Services Experience 1993 - 1995
Job Senior Principal at Collaborative Consulting
Industry Information Technology and Services
Experience
Collaborative Consulting  1999 - Present
Blue Cross Blue Shield  1996 - 1999
State Street Bank  1995 - 1996
Boston Financial Data Services   1993 - 1995

Skills
SDLC, Business Analysis, Requirements Analysis, Data Warehousing, Business Intelligence, ETL, Agile Methodologies, Informatica, Requirements Gathering, Program Management, Enterprise Architecture, IT Strategy, Data Modeling, Business Objects, SOA, Vendor Management, PMP, Solution Architecture, Software Project...

Education
University of Massachusetts at Lowell   1989 — 1993
BS, Marketing

North Quincy High School

North Quincy High School

Dianne Brown Dianne Brown Greater Boston Area Details
Dianne Brown's Boston Financial Data Services Experience June 2003 - May 2008
Job Analyst, Stock Administration at Covidien
Industry Human Resources
Experience
Medtronic  June 2011 - Present
Covidien  November 2008 - June 2011
Boston Financial Data Services   June 2003 - May 2008

Skills
Mutual Funds, Financial Services, Investments, Risk Management, Securities, Business Analysis, Process Improvement, Financial Analysis, Customer Service, Retirement, Microsoft Excel, Relationship Management, Vendor Management, Microsoft Office, Banking, Project Management, Operations Management, Human Resources, Equity Trading, Compensation & Benefit, Employee Benefits, PeopleSoft, Leadership, Analysis, Management

Education
University of Phoenix   2003 — 2012
Bachelor's degree, Business, Management, Marketing, and Related Support Services

West Roxbury High School
Business Administration, Management and Operations

Al Gentile Al Gentile Dallas/Fort Worth Area Details
Al Gentile's Boston Financial Data Services Experience 1996 - 2000
Job VP JPMorgan Chase
Industry Financial Services
Experience
JP Morgan Chase  2010 - Present
JPMorgan Chase  2009 - 2010
Citstreet   June 2004 - March 2009
Akibia  September 2000 - November 2004
Boston Financial Data Services   1996 - 2000

Skills
Workforce Management, Avaya, Vendor Management, Resource Management, Call Center, Outsourcing, Visio, Call Centers, Program Management, Quality Assurance, Telecommunications, Networking, Professional Services, BPO, Business Analysis, Process Improvement, Training, CRM, Information Technology, Operations Management, Cross-functional Team..., Service Delivery, Leadership, Business Process..., Disaster Recovery, Management

Education
University of Massachusetts Boston
BS/BA, Business

Jillyan Ramos Jillyan Ramos San Francisco Bay Area Details
Jillyan Ramos's Boston Financial Data Services Experience May 2005 - October 2006
Job Director of Compliance Business Services / State Operations
Industry Accounting
Experience
Delicato Family Vineyards  August 2014 - Present
Safeway  April 2012 - August 2014
Safeway  July 2009 - April 2012
Safeway  October 2006 - July 2009
Boston Financial Data Services   May 2005 - October 2006

Skills
Sarbanes-Oxley Act, Auditing, Sarbanes-Oxley, COSO, Internal Audit, Internal Controls, IT Audit, Accounting, SAS70, GAAP, Financial Reporting, Enterprise Risk..., Risk Assessment, PeopleSoft

Education
University of Massachusetts Dartmouth   2003 — 2005
BS, Accounting

University of Massachusetts Dartmouth   2001 — 2004
BS, Finance

Jan Clifford Jan Clifford Greater Boston Area Details
Jan Clifford's Boston Financial Data Services Experience 1973 - 1988
Job Independent Financial Services Professional
Industry Financial Services
Experience
MFS Service Center, Inc   April 1995 - January 2005
Massachusetts Financial Services  1988 - December 2004
MFS Investment Management  1995 - 2004
MFS  1995 - 2004
Boston Financial Data Services   1973 - 1988
Boston Financial  1973 - 1988

Education
University of Maryland College Park   1962 — 1966

Susan Prisbrey Susan Prisbrey Greater Boston Area Details
Susan Prisbrey's Boston Financial Data Services Experience 1990 - 1993
Job Project Manager at Wells Fargo Advantage Funds
Industry Financial Services
Experience
Wells Fargo Advantage Funds  January 2010 - Present
Evergreen Investments  February 2001 - January 2010
Evergreen Investments  2001 - 2005
Massachusetts Financial Services  1994 - 2000
Boston Financial Data Services   1990 - 1993

Skills
Data Conversion, Systems Analysis, Project Management, Process Improvement, Business Analysis, Vendor Management, SDLC, PMO, PMP, Visio, Business Requirements, Mutual Funds, Access, SharePoint, Requirements Gathering, Financial Services, Risk Management, Management, Relationship Management

Education
University of Massachusetts, Amherst   1985 — 1989
Bachelor of Arts (B.A.), Political Science

Chad Burns Chad Burns Boston, Massachusetts Details
Chad Burns's Boston Financial Data Services Experience June 1997 - July 1999
Job Senior Auditor at Social Security Administration, Office of the Inspector General
Industry Government Administration
Experience
Social Security Administration, Office of the Inspector General   June 2006 - Present
Liberty Mutual Group  April 2004 - June 2006
Aviva Life Insurance Company  February 2002 - April 2004
Sprint Nextel  July 1999 - February 2002
Boston Financial Data Services   June 1997 - July 1999

Skills
Investments, Finance, Auditing, Financial Reporting, Financial Analysis, General Ledger, Securities, Project Management, Business Analysis, Process Improvement, Analysis, Policy, SQL, Editing

Education
University of Massachusetts Boston   2003 — 2008
MBA

Nancy Lewis Nancy Lewis Greater Boston Area Details
Nancy Lewis's Boston Financial Data Services Experience January 2000 - December 2010
Job Marketing Manager at New England Sales, Inc.
Industry Financial Services
Experience
New England Sales, Inc.   September 2013 - Present
Orthodontics By Design,PC   February 2012 - September 2013
Boston Financial Data Services   January 2000 - December 2010
Trust Consultants, Inc.   January 1995 - November 1999
Arthur D. Little  February 1992 - January 1995

Skills
CRM, Program Management, Management, Strategy, Leadership, Maintaining Strong..., Training, Process Improvement, Product Management, Business Development, Project Management

Education
University of Massachusetts Boston   1988 — 1991
Bachelor of Science (B.S.), Business Management

University of Rhode Island   1986 — 1988

Melrose High School   1982 — 1986

Derek Trond Derek Trond Greater Boston Area Details
Derek Trond's Boston Financial Data Services Experience
Job Client Service Administrator at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services  

Skills
Financial Services, Call Center, Mutual Funds, Access, Microsoft Excel, Process Improvement, Risk Management, Call Centers, Insurance, Team Leadership, Microsoft Office, Visio

Education
Univeristy of Massachusetts Amherst   1990 — 2000
Bachelor's degree

University of Massachusetts, Amherst   1990 — 2000

Tony Mastendino Tony Mastendino Greater Boston Area Details
Tony Mastendino's Boston Financial Data Services Experience January 1999 - October 2007
Job Business Analyst/ Technical Liason at SSgA
Industry Financial Services
Experience
SSgA  October 2007 - Present
Boston Financial Data Services   January 1999 - October 2007
Boston Financial Data Services   1996 - 1999

Skills
DB2, Data Analysis, VB.NET, Process Improvement, Easytrieve, SQL, JCL, Financial Reporting, Visual Basic

Education
University of Massachusetts, Amherst   1993 — 1994

Michelle Burden Michelle Burden Quincy, Massachusetts Details
Michelle Burden's Boston Financial Data Services Experience July 1996 - Present
Job Service Specialist at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services   July 1996 - Present

Education
University of Massachusetts Boston

Jessica Perkins Jessica Perkins Kansas City, Missouri Area Details
Jessica Perkins's Boston Financial Data Services Experience October 2011 - Present
Job Client Relationship Officer, Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services   October 2011 - Present
Boston Financial Data Services   2000 - December 2009

Skills
Transfer Agency, Mutual Funds, Securities, Vendor Management, Investments, Call Center, Risk Management, Process Improvement, Business Analysis, Mergers, Project Management, Operations Management, Change Management, Business Development, Team Leadership, Team Building, Quality Assurance, Strategic Planning, Forecasting, Management, Financial Services, Call Centers, CRM, Strategy, Relationship Management, Customer Service

Education
University of Missouri-Kansas City   1991 — 1995
Bachelor of Arts (BA), Mass Communication/Media Studies

Doug MacLeod Doug MacLeod Greater Boston Area Details
Doug MacLeod's Boston Financial Data Services Experience 1994 - 2000
Job Principal Business Consultant at EMC
Industry Information Technology and Services
Experience
EMC  January 2013 - Present
ING  November 2009 - April 2010
PNC Global Investment Servicing ( formerly PFPC )   January 2005 - November 2009
PFPC  April 2000 - January 2005
Boston Financial Data Services   1994 - 2000
Boston Financial Data Services   1988 - 1993
Boston Financial Data Services   1985 - 1987
Texas Instruments  1984 - 1985

Education
University of Massachusetts, Amherst   1982 — 1982
MBA, MIS

University of Massachusetts, Amherst   1976 — 1980
BS, Science

Jessica Jozwik Jessica Jozwik Greater Boston Area Details
Jessica Jozwik's Boston Financial Data Services Experience August 2012 - Present
Job Document Control Specialist at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services   August 2012 - Present
Kohl's Department Stores  December 2006 - Present
Sears Holdings Corporation  May 2004 - September 2005

Skills
Customer Service, Visual Merchandising, Retail, Merchandising, Cashiering, Store Management, Retail Sales, Inventory Management, POS, Time Management, Loss Prevention, Inventory Control, Customer Satisfaction, Data Entry, Telephone Skills, Microsoft Word, Cash Register, Microsoft Office, Microsoft Excel

Education
University of Massachusetts, Amherst   2005 — 2006

Carol Gormley Carol Gormley Greater Boston Area Details
Carol Gormley's Boston Financial Data Services Experience July 2012 - Present
Job Business Analyst at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services   July 2012 - Present
Boston Financial Data Services   2002 - Present
Boston Financial Data Services   December 2004 - July 2012
Boston Financial Data Services   1993 - 2002
Provident Institution for Savings  July 1980 - December 1987

Skills
Financial Services, Change Management, Team Leadership, Process Improvement, Project Management, Management, Mutual Funds, Problem Solving, Business Analysis, Risk Management, Coaching, Vendor Management, Customer Service, Transfer Agency, Strategic Planning, Financial Analysis, Banking, Analysis, Microsoft Excel, Organizational..., Requirements Analysis, SharePoint, System Administration, Teamwork, Call Centers, Relationship Management, Business Process..., Requirements Gathering

Education
University of Massachusetts, Amherst

Paul Bettle Paul Bettle Greater Boston Area Details
Paul Bettle's Boston Financial Data Services Experience 1992 - 1993
Job Project Manager at State Street
Industry Financial Services
Experience
State Street  March 2007 - Present
MFS INVESTMENT MANAGEMENT, Boston, MA   2002 - June 2006
MFS INVESTMENT MANAGEMENT, Boston, MA   1999 - 2002
Boston Financial Data Services   1992 - 1993
Boston Financial Data Services   1989 - 1992

Skills
Business Process, Cross-functional Team..., Project Management, Integration, Mutual Funds, Process Improvement, Leadership, Management, PMO, Training, Program Management, Business Requirements, Financial Services, Vendor Management, Testing, Analysis, Product Development, Requirements Analysis

Education
University of Massachusetts Dartmouth   1976 — 1980
Bachelor of Science, Business Management

Dara Norwood Dara Norwood Topeka, Kansas Area Details
Dara Norwood's Boston Financial Data Services Experience October 2007 - September 2009
Job Senior GL Specialist at Littler Mendelson P.C.
Industry Accounting
Experience
Littler Mendelson  August 2015 - Present
E & Y  September 2009 - August 2015
Boston Financial Data Services   October 2007 - September 2009

Skills
Accounting, Auditing, Financial Reporting, Sarbanes-Oxley Act, Financial Accounting, Internal Controls, Financial Analysis, Internal Audit, Account Reconciliation, Financial Statements, General Ledger, Sarbanes-Oxley, Accounts Payable

Education
University of Missouri-Kansas City   2008 — 2009
Master of Science in Accounting, Audit Emphasis

University of Kansas   2006 — 2008
Bachelor of Science (B.S.), Accounting

Sonja Singleton Sonja Singleton Greater Boston Area Details
Sonja Singleton's Boston Financial Data Services Experience March 1992 - Present
Job Group Manager at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services   March 1992 - Present

Skills
Mutual Funds, Transfer Agency, Accounting, Settlement, Financial Services, Employee Relations, Project Delivery, Business Continuity, Pensions, Customer Experience, Business Planning, Sales, Bank Secrecy Act, Business Process, Process Improvement, Credit, Securities, IT Financial Management, Series 24, Business Development

Education
University of Massachusetts Boston   1987 — 1991
Bachelor of Arts

Malinda Bailey Malinda Bailey Greater Boston Area Details
Malinda Bailey's Boston Financial Data Services Experience 2001 - 2009
Job Plan Design
Industry Financial Services
Experience
DST Retirement Solutions  2009 - Present
Boston Financial Data Services   2001 - 2009

Education
University of Massachusetts Boston
Bachelor's, Economics

Joseph Cunio Joseph Cunio Greater Boston Area Details
Joseph Cunio's Boston Financial Data Services Experience March 2004 - Present
Job Technical Solutions Engineer at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services   March 2004 - Present
Boston Financial Data Services   January 2000 - January 2004
Boston Financial Data Services   March 1999 - January 2000
E.U. Wurlitzer Music & Sound   January 1991 - July 1998

Skills
SharePoint 2007, SharePoint 2010, SharePoint Designer..., Visual Studio 2010/2008, HTML + CSS, JavaScript, jQuery, ASP, BMC Remedy, MS Office Suite, Adobe Creative Suite, Linux, C#, SQL Server, Windows Server..., HTML, MOSS 2007, SQL, Windows Server, ASP.NET, CSS, IIS, SharePoint, SharePoint Designer, Microsoft Office, Software Documentation, Microsoft SQL Server, Web Applications, Business Analysis, Requirements Gathering, Visual Studio, Technical Support, Visual Basic, Crystal Reports, Requirements Analysis, Microsoft Office..., SDLC, Visio, Active Directory

Education
University of Massachusetts Boston   1990 — 2004
BA, Design

University of Massachusetts Boston   1996 — 1998
BS, MIS

Stephen Mirarchi Stephen Mirarchi Greater Boston Area Details
Stephen Mirarchi's Boston Financial Data Services Experience 1994 - 1995
Job Vice President Program/Portfolio Management
Industry Financial Services
Experience
Fidelity Investments  April 1995 - Present
Boston Financial Data Services   1994 - 1995

Skills
Leadership, Project Portfolio..., Program Management, Financial Services, SDLC, Vendor Management, Series 7, Series 24, Business Analysis, Prime Brokerage, Securities Lending, Portfolio Management, Relationship Management, Mutual Funds, Project Management, Process Improvement, Requirements Analysis, Requirements Gathering, Business Process..., Securities, Equities, Investments, Analysis, Software Project..., Functional Decomposition, Performance Management, Agile Project Management, Business Process Mapping

Education
University of Massachusetts, Amherst   1987 — 1992
Bachelor of Science (B.S.)

University of Massachusetts, Amherst
Bachelor of Science (B.S.)

Patrick Brothers Patrick Brothers Greater Boston Area Details
Patrick Brothers's Boston Financial Data Services Experience March 1997 - February 2007
Job Reconciliation Administrator at Ascensus
Industry Accounting
Experience
Ascensus  February 2007 - Present
Boston Financial Data Services   March 1997 - February 2007

Skills
Mutual Funds, Banking

Education
University of Massachusetts Boston   1991 — 1995
Bachelors, History

Frank Corvino Frank Corvino Greater Boston Area Details
Frank Corvino's Boston Financial Data Services Experience November 2007 - March 2015
Job Adjustment Specialist II at DST Retirement Solutions
Industry Financial Services
Experience
DST Retirement Solutions  March 2015 - Present
Boston Financial Data Services   November 2007 - March 2015
Boston Financial Data Services   March 2006 - November 2007

Skills
Call Centers, Software Documentation, Insurance, Access, Risk Management

Education
University of Massachusetts Boston   1999 — 2001
Bachelor of Science, Exercise Science

Teresa Dimarzio Teresa Dimarzio Greater Boston Area Details
Teresa Dimarzio's Boston Financial Data Services Experience January 2014 - Present
Job Investor Relations at Boston Financial Data Services
Industry Construction
Experience
Boston Financial Data Services   January 2014 - Present
Computershare  February 2011 - January 2014
Broadridge  February 2009 - January 2011
Insul-Pro   March 2008 - October 2008
WearGuard  May 2004 - April 2006

Skills
Microsoft Office 2007, Quickbooks, Switchboard, Data Entry, Spreadsheets, Customer Service, Time Management, Office Management, Outlook, Administrative..., Access, PowerPoint, Microsoft Word, Microsoft Excel

Education
Lincoln Technical Institute   2010 — 2011
Medical Administrative Certificate, Medical Administrative Assistant

University of Massachusetts Boston   1996 — 1999
N/A, Sociology/Psychology

Betsy McCollum Betsy McCollum Kansas City, Missouri Area Details
Betsy McCollum's Boston Financial Data Services Experience 2011 - Present
Job Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services   2011 - Present
Boston Financial Data Services   2007 - 2011
Boston Financial Data Services   2005 - 2007
Boston Financial Data Services   2003 - 2005

Skills
Risk Management, Process Improvement, Business Analysis, Vendor Management, Project Management, Financial Services, Anti Money Laundering, Data Analysis, Business Process..., Customer Service, Compliance, OFAC, FinCEN, USA PATRIOT Act, Bank Secrecy Act, Client Relations Skills, Finance, Banking, Analysis

Education
Baker University
MBA, Business Administration and Management, General

University of Missouri-Kansas City
Bachelor of Liberal Arts

Chris Cheney Chris Cheney Greater Boston Area Details
Chris Cheney's Boston Financial Data Services Experience September 2006 - March 2014
Job PMO Strategist at Santander Securities
Industry Financial Services
Experience
Santander Securities  June 2014 - Present
Boston Financial Data Services   September 2006 - March 2014
Quant Funds   September 2005 - May 2006
Boston Financial Data Services   January 1998 - March 2003

Skills
Training, Process Improvement, Leadership, Cross-functional Team..., Management, Call Center, Customer Service, Mentoring, Financial Services, Microsoft Office, Customer Satisfaction, Organizational..., Coaching, Collections, Public Speaking, Mutual Funds, Operations Management, Program Management, Feedback, Settlement, Relationship Management, Risk Management, Business Analysis, Retirement, Investments, Analysis, Start-ups, Project Management, Event Management, Microsoft Excel, Team Leadership, Employee Training, Cirriculum Design, Call Centers

Education
University of New England   1970 — 1974
BA, Sociology

Bishop McDevitt   1966 — 1970
College Prep, College/University Preparatory and Advanced High School/Secondary Diploma Program

Donna Bean Donna Bean Greater Boston Area Details
Donna Bean's Boston Financial Data Services Experience 1994 - Present
Job HR Project Administrator at Boston Financial Data Services
Industry Human Resources
Experience
Boston Financial Data Services   1994 - Present
Boston Financial Data Services   1994 - 1998

Skills
Onboarding, Talent Management, Vendor Management, Process Improvement, Financial Services, Talent Acquisition, Performance Management, Risk Management, Applicant Tracking..., Business Analysis

Education
University of Massachusetts Dartmouth   1986 — 1990
BS, Human Resources

Jennifer Amendolare Jennifer Amendolare Greater Boston Area Details
Jennifer Amendolare's Boston Financial Data Services Experience October 1998 - April 2003
Job Business Systems Consultant 4 at Wells Capital Management
Industry Financial Services
Experience
Wells Capital Management  November 2013 - Present
Wells Fargo  November 2009 - Present
Evergreen Investments  December 2006 - January 2010
Evergreen Investments  November 2003 - December 2006
Boston Financial Data Services   October 1998 - April 2003

Skills
Project Management, Process Improvement, Relationship Management, Financial Services, Mutual Funds, Software Documentation, Leadership, Management, Securities, Series 63, Mergers & Acquisitions, Integration, CRM

Education
University of Massachusetts, Amherst   1983 — 1987
BA, Economics

Allyson Quinn Allyson Quinn Boston, Massachusetts Details
Allyson Quinn's Boston Financial Data Services Experience March 1993 - March 2000
Job Adjunct Lecturer Sociology at UMass Boston
Industry Research
Experience
UMass Boston  September 2015 - Present
Boston Redevelopment Authority  March 2015 - Present
Boston City Councilor Frank Baker   January 2012 - March 2015
Fontbonne Academy  September 2010 - June 2011
UMass Boston  January 2009 - May 2010
UMass Boston  September 2005 - December 2008
Boston Financial Data Services   March 1993 - March 2000

Skills
Fundraising, Research, Community Outreach, Grant Writing, Program Development, Public Speaking, Program Evaluation, Teaching, Public Policy, SPSS, Policy Analysis, Qualitative Research, Leadership, Nonprofits, Non-profits, Policy, Government, Volunteer Management, Community Development, Political Campaigns, Grants, Social Services, Curriculum Development, Case Management, Economic Development, PowerPoint, Community Organizing, Microsoft Office, Higher Education, Curriculum Design, Politics, Public Health, Youth Development, Editing, Proposal Writing, Staff Development, Data Analysis, Community Engagement, Adolescents, Tutoring, Statistics, Sociology, Research Design, Quantitative Research, Writing

Education
University of Massachusetts Boston   2002 — 2008
Master of Arts (M.A.), Applied Sociology

University of Massachusetts Boston   2002 — 2008
Bachelor of Arts (B.A.), Sociology

Fontbonne Academy

Vickie Little Vickie Little Kansas City, Missouri Area Details
Vickie Little's Boston Financial Data Services Experience March 2000 - November 2007
Job Operations Manager at Theatre for Young America
Industry Performing Arts
Experience
Theatre for Young America  January 1993 - Present
Boston Financial Data Services   March 2000 - November 2007
DST Systems  January 1991 - December 1991

Skills
Ten Key, Excel, Word

Education
University of Missouri-Kansas City
BA, Theatre

Jared Goldman Jared Goldman Greater Boston Area Details
Jared Goldman's Boston Financial Data Services Experience October 2012 - Present
Job Senior Financial Analyst at Boston Financial Data Sevices
Industry Financial Services
Experience
Boston Financial Data Services   October 2012 - Present
General Dynamics Information Technology  July 2011 - October 2012
General Dynamics Information Technology  June 2008 - July 2011
State Street  August 2007 - June 2008
State Street  July 2006 - August 2007

Skills
Financial Analysis, Government Contracting, Essbase, Risk Management, Hyperion Enterprise, Financial Modeling, Financial Reporting, Costpoint, Microsoft Excel, Access, Hyperion Planning, Business Analysis, Forecasting, Microsoft Office, Project Management

Education
University of Massachusetts, Amherst   2002 — 2006
Bachelor of Business Administration (B.B.A.), Marketing

Gerrika Herring Gerrika Herring Kansas City, Missouri Area Details
Gerrika Herring's Boston Financial Data Services Experience customer serviceatt2002 - 2003
Job Mutual Funds Officer at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services   customer serviceatt2002 - 2003

Education
University of Missouri-Kansas City   2000 — 2003

Abdirisaq Aden Abdirisaq Aden Greater Boston Area Details
Abdirisaq Aden's Boston Financial Data Services Experience February 2000 - June 2005
Job PreceptorAfrican Languages, Dept. of African and African American Studies at Harvard University
Industry Think Tanks
Experience
Harvard University  February 2012 - Present
Global Peace Aid-Somalia   August 2009 - Present
Archstone  July 2007 - May 2009
Jani King Inc.   September 2007 - January 2009
Boston Financial Data Services   February 2000 - June 2005

Skills
Conflict Resolution, Non-profits, Research, Public Speaking, Leadership Development, Negotiation, Qualitative Research, Workshop Facilitation, Program Evaluation, Grant Writing, Program Development, Mediation, International Relations, Strategic Planning, Public Policy, Conflict Management, Team Building, Event Planning, Nonprofits, Community Development, Staff Development, Politics, Human Rights, Teaching, Policy, Policy Analysis, Leadership

Education
University of Massachusetts Boston   2009 — 2011
MA, Conflict Resolution

Somali National University   1985 — 1989
BA, Geography

Richard Lansford Richard Lansford Kansas City, Missouri Area Details
Richard Lansford's Boston Financial Data Services Experience December 2005 - October 2010
Job
Industry Financial Services
Experience
Boston Financial Data Services   December 2005 - October 2010
AT&T  May 1997 - March 2005
Aztec Insurance Agency   October 1983 - October 1994

Skills
Business Analysis, Risk Management, Health Insurance, Microsoft Excel, Call Center, Property & Casualty..., Process Improvement, Analysis, Call Centers, Data Analysis, Insurance, Banking

Education
University of Nevada-Las Vegas - College of Business   1964 — 1969
BS, Economics

Joseph Librera Joseph Librera Greater Boston Area Details
Joseph Librera's Boston Financial Data Services Experience August 2008 - Present
Job Operations Group Manager at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services   August 2008 - Present
Boston Financial Data Services   April 2005 - August 2008

Education
University of Massachusetts, Amherst   1995 — 1998
Bachelor of Arts, Communication

Ed Madan Ed Madan Greater Boston Area Details
Ed Madan's Boston Financial Data Services Experience May 1998 - March 1999
Job Sales Representative
Industry Financial Services
Experience
Kelly Services  2012 - Present
Guardian Life Insurance  June 2005 - Present
Willson Hill Antiques   June 1988 - Present
Boston Financial Data Services   May 1998 - March 1999
Federated Investors, Inc.   August 1994 - May 1998

Skills
Investments, Marketing, Sales, Customer Service, Training, Insurance, Life Insurance, Term Life Insurance, Financial Services, Health Insurance, Strategic Planning, Disability Insurance, Microsoft Office, Leadership, Employee Benefits, Microsoft Excel

Education
University of Massachusetts Dartmouth   1990 — 1994
BS, Finance

Massasoit Community College   1988 — 1990
Associate's Degree, Electrical and Electronics Engineering

Norwell High School

Elaine Prescott Elaine Prescott Greater Boston Area Details
Elaine Prescott's Boston Financial Data Services Experience December 1998 - Present
Job Information Analyst at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services   December 1998 - Present
Boston Financial Data Services   December 1998 - Present
Trans-World Entertainment  March 2000 - February 2003

Skills
Business Analysis, Project Management, Customer Service, Process Improvement, Analysis, Requirements Analysis, Data Analysis, SDLC, Financial Analysis, Access, Microsoft Office, Problem Solving, Error Correction, Quality Assurance, Due Diligence, Spreadsheet Reporting, Requirements Gathering, SharePoint

Education
University of Phoenix   2015 — 2016
Certificate in Healthcare Informatics, Healthcare

University of Phoenix   2015 — 2015
Certificate, Healthcare Informatics, A

Ann Nicholaides Ann Nicholaides Greater Boston Area Details
Ann Nicholaides's Boston Financial Data Services Experience 1983 - 1989
Job Clerical Aide Easton Public Schools
Industry Higher Education
Experience
Easton Public Schools  August 2004 - Present
Sharkansky LLP  2006 - Present
Easton Public Schools  January 1998 - 2004
Boston Financial Data Services   1983 - 1989

Skills
PowerPoint, Microsoft Office, Microsoft Excel, Research, Public Speaking, Event Planning, English, Outlook

Education
University of Massachusetts, Amherst
Bachelor of Business Administration (BBA), Accounting

Elizabeth Clairmont Elizabeth Clairmont Greater Boston Area Details
Elizabeth Clairmont's Boston Financial Data Services Experience April 1982 - April 1984
Job TBD
Industry Consumer Services
Experience
Security Source  September 2011 - Present
Adventure Games, Inc.   October 2001 - December 2009
Paperback Booksmith   April 1990 - May 1992
Paperback Booksmith   August 1989 - April 1990
Computervision Corporation  January 1986 - March 1988
Computervision Corporation  April 1984 - January 1986
Boston Financial Data Services   April 1982 - April 1984
Boston Financial Data Services   July 1981 - April 1982

Skills
Customer Service, Customer Satisfaction, Customer Support

Education
University of Massachusetts, Amherst   1976 — 1981
Bachelor of Arts, English

jeff bozil jeff bozil Greater Boston Area Details
jeff bozil's Boston Financial Data Services Experience August 2011 - December 2011
Job Customer Service Supervisor
Industry Financial Services
Experience
Boston Financial Data Services   August 2011 - December 2011
Finance Tech   February 2011 - June 2011
The Hanover Insurance Group  July 2010 - February 2011
Easter Seals, Inc.   September 2009 - January 2010

Education
University of Massachusetts, Amherst   2005 — 2010
Bachelor, Economics

LIberia

Nancy Bonoli Nancy Bonoli Quincy, Massachusetts Details
Nancy Bonoli's Boston Financial Data Services Experience October 2011 - Present
Job Retired
Industry Accounting
Experience
Boston Financial Data Services   October 2011 - Present
Boston Financial Data Services   March 2007 - October 2011
Boston Financial Data Services   June 2006 - March 2007
Beacon Hill Financial Corporation   June 1991 - February 2003
Meridian Investments, Inc   March 1986 - June 1991
Bowker, Elmes, Perkins, Mecsas & Girrard   February 1985 - March 1986
First Financial Management   September 1981 - February 1985

Skills
Microsoft Office 2007, Lotus, SharePoint, Infodisc, Cool, Accounting, Databases, Financial Reporting, Hiring, Internet, Team Leadership, Travel Planning, Office Management, Accounts Payable, Bookkeeping, Microsoft Excel, Microsoft Office, Microsoft Word, Payroll

Education
U Mass Boston-Evening Division   1989 — 1990
Accounting

University of Massachusetts Boston   1989 — 1990
Accounting and Finance

Boston College-Evening Division   1983 — 1987
none, Accounting and Finance

Boston College Evening Division   1983 — 1986
English, Accounting, Organizational Behavior

Warren Hennemuth Warren Hennemuth Greater Boston Area Details
Warren Hennemuth's Boston Financial Data Services Experience June 2005 - September 2011
Job Software Engineer at Outcome Data Sciences / Quintiles
Industry Information Technology and Services
Experience
Outcome Data Sciences / Quintiles   November 2011 - Present
Boston Financial Data Services   June 2005 - September 2011
Sigma Systems Inc.  September 2003 - June 2005
Plural  April 2000 - May 2001
Bank Boston  September 1998 - April 2000
Olsy / Wang Global   October 1996 - September 1998

Skills
Java, J2EE, SQL Server, JSP, JDBC, JUnit, Spring MVC, Tiles, javascript, jquery, AJAX, JSON, HTML + CSS, Tomcat, Ant, SVN, VSS, NetBeans, Crystal Reports, Access, Microsoft SQL Server, JavaScript, IIS, CSS, Databases, Subversion, Java Enterprise Edition, Software Development, jQuery

Education
University of Massachusetts, Amherst
1 Yr., Chemistry

Christine S Perry Christine S Perry Greater Boston Area Details
Christine S Perry's Boston Financial Data Services Experience January 2006 - August 2007
Job Accountant at Jennings, Cody & Leahy
Industry Accounting
Experience
Jennings, Cody & Leahy   August 2007 - Present
Boston Financial Data Services   January 2006 - August 2007

Skills
Tax Preparation, Payroll Services, Payroll Taxes, Account Reconciliation

Education
University of Massachusetts Dartmouth
Bachelor of Science (B.S.) Business Administration, Accounting

Karyn Besegai Karyn Besegai Boston, Massachusetts Details
Karyn Besegai's Boston Financial Data Services Experience November 2005 - July 2011
Job Project Coordinator at MGH
Industry Hospital & Health Care
Experience
Massachusetts General Hospital  September 2014 - Present
BBK Worldwide  July 2011 - September 2014
Boston Financial Data Services   November 2005 - July 2011

Skills
Process Improvement, Vendor Management, Project Management

Education
UMass Dartmouth   1996 — 2001
bachelors

Marlon Holloway Marlon Holloway Kansas City, Missouri Area Details
Marlon Holloway's Boston Financial Data Services Experience November 2012 - Present
Job Mutual Fund/Corporate Securities Analyst at Boston Financial Data Services
Industry Sporting Goods
Experience
Boston Financial Data Services   November 2012 - Present
MC Sports  2010 - 2012
State Street  December 2006 - December 2008
Encore Receivable Management Inc   June 2003 - December 2006

Skills
Business Performance..., Trade Finance, Customer Service, Forecasting, Account Reconciliation, Accounting

Education
University of Missouri-Kansas City   2007 — 2010
Bachelors of Science, Finance, Ecomomics

Atlanta Metropolitan State College   1999 — 2002
Associate of Science (A.S.), Business Administration

Bernice Groves Bernice Groves Boston, Massachusetts Details
Bernice Groves's Boston Financial Data Services Experience January 2003 - May 2008
Job proxy representative at Computershare
Industry Financial Services
Experience
Computershare  February 2009 - Present
Boston Financial Data Services   January 2003 - May 2008
Franklin Templeton Investments  August 2000 - April 2003

Education
University of Phoenix   2000 — 2002
Business Administration and Management, General

cHAMBERLAYNE   1982 — 1984
ASSCOCIATE, Accounting

Devin O' Brien Devin O' Brien Stoughton, Massachusetts Details
Devin O' Brien's Boston Financial Data Services Experience January 2005 - February 2011
Job Trade Assistant at BofA Global Capital Management
Industry Investment Management
Experience
BofA Global Capital Management  February 2011 - Present
Boston Financial Data Services   January 2005 - February 2011

Skills
Fixed Income, Risk Management, Banking

Education
University of Massachusetts Dartmouth
Bachelor of Science (BS), Biology, General

Kevin Borges Kevin Borges New Bedford, Massachusetts Details
Kevin Borges's Boston Financial Data Services Experience September 2005 - August 2009
Job Brand Protection Investigator at Acushnet Company
Industry Sporting Goods
Experience
Acushnet Company  March 2013 - Present
Acushnet Company  August 2009 - March 2013
Boston Financial Data Services   September 2005 - August 2009

Education
University of Massachusetts Dartmouth
Bachelor of Science (BS), Business Administration and Management, General

Rhonda Ridley Rhonda Ridley Kansas City, Missouri Area Details
Rhonda Ridley's Boston Financial Data Services Experience April 2006 - January 2010
Job Attended University of MissouriKansas City
Industry Financial Services
Experience
UMKC  November 2011 - Present
Boston Financial Data Services   April 2006 - January 2010
AT&T  July 1995 - June 2005

Skills
Research, Public Speaking, Microsoft Office, PowerPoint, Microsoft Word, Social Media, Event Planning, Team Leadership, Management, Process Improvement

Education
University of Missouri-Kansas City   2010 — 2015
Bachelor of Science (B.S.), Accounting

University of Missouri-Kansas City   2010 — 2015
Bachelor of Arts (BA), Sociology

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