Boston Financial Data Services

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Boston Financial Data Services Employees

Employee
Years
Job
Industry
Scott Tobin Scott Tobin Chicago, Illinois Details
Scott Tobin's Boston Financial Data Services Experience July 2012 - July 2013
Job JD Candidate at Loyola University Chicago School of Law
Industry Law Practice
Experience
Loyola University Chicago School of Law  August 2013 - Present
Cook County Department of Risk Management   June 2014 - August 2014
Boston Financial Data Services   July 2012 - July 2013
Education Development Center  July 2011 - August 2011

Skills
Legal Research, Legal Writing, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Social Media, Public Speaking, English

Education
Loyola University Chicago School of Law   2013 — 2016
Doctor of Law (J.D.)

Boston College   2008 — 2012
Bachelor of Arts (B.A.), Political Science

Jerry Moran Jerry Moran Greater Boston Area Details
Jerry Moran's Boston Financial Data Services Experience September 2013 - Present
Job Senior QA Engineer Web Applications at Boston Financial Data Services
Industry Computer Software
Experience
Boston Financial Data Services   September 2013 - Present
Nasuni  2015 - 2015
Ambient Corporation  October 2011 - May 2013
Sonian Corporation   June 2010 - July 2011
CVS/Caremark Corporation  May 2009 - June 2010
Iron Mountain Corporation- Digital Data Storage Division   January 2006 - March 2009
TJX Corporation (COMSYS)   July 2005 - December 2005
CVS Caremark Corporation  January 2005 - July 2005
Fidelity Investments  July 2004 - December 2004
VERISIGN Inc.  February 2004 - July 2004

Skills
Linux, SQL, Quality Assurance, Software Quality..., Quality Center, Unix, Agile, Test Planning, JIRA, User Acceptance Testing, Windows, SDLC, Scrum, Test Cases, Requirements Analysis, Manual Testing, Test Director, TCP/IP, QTP, Automation, Test Automation, Testing, Databases, Regression Testing, SQL Server, MySQL, Agile Methodologies, .NET, SNMP, Software Documentation, Software Development, Test Strategy, Web Applications, Integration, Process Improvement, XML, Cross-functional Team..., Software Project..., Software Engineering, Product Management, Perl, Distributed Systems, Security

Education
University of Massachusetts, Amherst   1982 — 1985
BS, Psychology

Boston University   1980 — 1981
Bachelor of Science (BS), Psychology

Kate Welch Kate Welch Greater Boston Area Details
Kate Welch's Boston Financial Data Services Experience July 2011 - October 2012
Job Government Law & Strategies Assistant at Brown Rudnick LLP
Industry Legal Services
Experience
Brown Rudnick LLP  March 2015 - Present
Kopelman and Paige, P.C.   March 2014 - March 2015
Kopelman and Paige, P.C.   March 2013 - March 2014
Kopelman and Paige, P.C.   October 2012 - March 2013
Boston Financial Data Services   July 2011 - October 2012
State of Connecticut Court Support Services Division: Judicial Branch   July 2010 - July 2011
Rhode Island School District   August 2008 - June 2009

Skills
Outlook, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, Training, Social Networking, CaseMap, CMS, Legal Research, Legal Writing, Time Management, Policy, Sales

Education
Roger Williams University   2005 — 2009
Bachelor of Science (B.S.), Criminal Justice/Psychology

Boston University   2012 — 2012
Certificate, Paralegal Studies

University of Wollongong   2008 — 2008
Study Abroad, Psychology/Justice Studies

Caitlin Leazott Caitlin Leazott Greater Boston Area Details
Caitlin Leazott's Boston Financial Data Services Experience September 2006 - December 2007
Job Research Finance Analyst at Partners HealthCare
Industry Financial Services
Experience
Partners HealthCare  February 2010 - Present
State Street  December 2007 - February 2010
Boston Financial Data Services   September 2006 - December 2007

Skills
Bloomberg, Microsoft Excel, Equities, Fixed Income, Outlook, Microsoft Word, Finance, Accounting, Research, PowerPoint, Customer Service, Microsoft Office, Mutual Funds, Account Reconciliation, Budgets

Education
Boston University   2002 — 2007
Bachelor of Science, Psychology

Notre Dame Academy   1999 — 2002

Daniel Moorehead Daniel Moorehead Kansas City, Missouri Area Details
Daniel Moorehead's Boston Financial Data Services Experience July 2012 - January 2013
Job at
Industry Information Technology and Services
Experience
Quintiles  April 2015 - Present
Quintiles  September 2014 - Present
Quintiles  March 2014 - Present
Quintiles  February 2013 - March 2014
Boston Financial Data Services   July 2012 - January 2013
Seoul Christian School  January 2009 - June 2012
Boston Financial Data Services   June 2006 - December 2008
Billy Goat Industries   May 2001 - August 2005

Skills
Microsoft Office, Network Operations, Ubuntu (Basic), Lotus Notes, XP, Problem Solving, PC maintenance, Computer Hardware..., Software Implementation, Direct Sales, Computer Network..., Troubleshooting, Leadership, Software Documentation, Customer Service, Teaching, Training, Microsoft Excel, Outlook, Microsoft Word, PowerPoint, Public Speaking, Technical Writing, Process Improvement, Computer Maintenance, Team Building, Networking

Education
Bob Jones University   2002 — 2006
BS, Organizational Communications/Techinical Writing, 3.3

Homeschool

Harry Shea Harry Shea Duxbury, Massachusetts Details
Harry Shea's Boston Financial Data Services Experience June 1984 - June 1994
Job Consultant
Industry Financial Services
Experience
Self-employed  July 1995 - Present
MFS Investment Management  June 1994 - June 1995
Boston Financial Data Services   June 1984 - June 1994
Commonwealth of Massachusetts  July 1981 - June 1984

Skills
Finance, Organizational..., Project Management, Business Development, Staff Development, Strategic Planning, Manage Client...

Education
Boston College   1962 — 1966
Bachelor of Science (B.S.), Business Administration and Management, General

Audrey E. Brown, MS, PMP, CSOX, CSM Audrey E. Brown, MS, PMP, CSOX, CSM Greater Boston Area Details
Audrey E. Brown, MS, PMP, CSOX, CSM's Boston Financial Data Services Experience 2000 - 2003
Job Psychology & Organizational Change/Program Management
Industry Management Consulting
Experience
World Travel Holdings  April 2015 - Present
TIAA-CREF Retirement Services   2013 - 2014
Liberty Mutual Insurance Company  2012 - 2013
Fidelity Investments  2011 - 2012
Thomson Reuters  2009 - 2010
State Street Bank  2008 - 2008
JPMorgan Chase  January 2007 - December 2007
Fidelity Investments & Dentaquest Ventures   2003 - 2006
Boston Financial Data Services   2000 - 2003
Mellon Financial  1998 - 2000

Skills
Change Management, Strategic Planning, Organizational..., Resources Management, Cost Control, Expense Reduction, Lean Six Sigma, Team Leadership &..., Process Redesign, Process Improvement, Policy & Procedure..., Risk Management, Risk Assessment, Organizational..., Business Analysis, Vendor Management, Integration, Quality Assurance, CRM, Cross-functional Team..., Management Consulting, Program Management, Project Management, Leadership, Business Strategy, Business Transformation, Transformational..., Organizational..., Sarbanes-Oxley Act, Corporate Governance, Ethics, Team Building, PMP, Software Project..., Training, Business Process..., Six Sigma, Budgets, Agile Methodologies, Management

Education
University of the Rockies, Doctoral Candidate (2015)
Doctor of Psychology (PsyD), Organizational Leadership

New England College of Business & Finance
Master's Candidate, Master of Science (MS), Business Ethics & Compliance

Brandeis University
Master of Science (MS), Management of Program & Projects

Morgan State University
Bachelor of Science in Business Administration (BSBA), Accounting & Management

Stephen MacNeill Stephen MacNeill Greater Boston Area Details
Stephen MacNeill's Boston Financial Data Services Experience February 2002 - September 2011
Job Client Relationship Management at Stanley Security Solutions
Industry Consumer Goods
Experience
Stanley Security Solutions  August 2013 - Present
Boston Financial Data Services   February 2002 - September 2011
Evergreen Investments  March 2000 - February 2002
Scudder Investments  December 1988 - January 2000

Skills
Client Relationship..., Operations Management, Transfer Agency, Strategic Planning, Business Strategy, Program Management, Project Management, Change Management, Vendor Management, Process Improvement, Process Engineering, Problem Solving, Mutual Funds, 529 Plans, Management, Financial Services, CRM, Sales Support, Client Services, Transfer Agency..., Organizational Design, Corporate Governance, Team Leadership, Management Reporting, Data Analytics, SharePoint, Leadership, Sales Operations, Enterprise Software, Business Development

Education
Boston University
BS Accounting

University of Massachusetts, Amherst
BA Communication Studies, Cum Laude

Ken Rubin Ken Rubin Greater Boston Area Details
Ken Rubin's Boston Financial Data Services Experience September 1999 - August 2013
Job Searching for SQL, DBA, or Analyst Position
Industry Computer Software
Experience
Boston Financial Data Services   September 1999 - August 2013
MFS Investment Management  February 1998 - September 1999

Skills
Microsoft Office, Supervisory Experience, Personal Finance, Mutual Funds, Business Analysis, Financial Analysis, Financial Reporting, Access, Software Documentation, Project Management, Process Improvement, Microsoft Word, Financial Services, Team Building, Leadership, Vendor Management, Training, Management

Education
New Horizons Computer Learning Center
Working toward MSCA certifications., SQL Server 2014

Bridgewater State University   1993 — 1997
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services

Clark University   2000 — 2000
WebMaster, Computer Programming, Vendor/Product Certification

Beatrice Stipek Beatrice Stipek Greater Boston Area Details
Beatrice Stipek's Boston Financial Data Services Experience February 1994 - May 2002
Job Experienced IT Professional and PMP Specializing in Projects, Systems, Analysis, Disaster Recovery, and Management
Industry Information Technology and Services
Experience
John Hancock Financial Services  May 2007 - July 2012
John Hancock Financial Services  October 2002 - May 2007
Boston Financial Data Services   February 1994 - May 2002
Boston Financial Data Services   February 1987 - February 1994
Boston Financial Data Services   February 1982 - February 1987
Boston Financial Data Services   February 1980 - February 1982
Boston Financial Data Services   March 1979 - February 1980
Home Owners Federal Savings Bank   September 1978 - February 1979

Skills
Vendor Management, Mutual Funds, Business Analysis, Risk Management, SDLC, Process Improvement, Visio, Program Management, PMP, Project Management, Financial Services, Business Process..., Software Documentation, CRM, Disaster Recovery, SharePoint

Education
Brandeis University   2006 — 2009
MS IT Mgmt, Information Technology Management

Boston College
BA, Psychology

Hillary Chau Hillary Chau United States Details
Hillary Chau's Boston Financial Data Services Experience July 2010 - August 2010
Job HAP Mentor at Boston Public Library
Industry
Experience
State Street  July 2012 - August 2012
Boston Public Library  September 2009 - May 2012
State Street  July 2011 - August 2011
Boston Financial Data Services   July 2010 - August 2010

Skills
Tutoring, Research, Social Media, Microsoft Office, PowerPoint, Volunteer Management, Facebook

Education
University of Massachusetts, Amherst   2012 — 2016
Bachelor of Applied Science (B.A.Sc.), Biochemistry

Boston Latin School   2006 — 2012

William F. Chisholm William F. Chisholm Greater Boston Area Details
William F. Chisholm's Boston Financial Data Services Experience October 1998 - April 2000
Job Transfer Agency Supervisor at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman  January 2011 - Present
State Street  January 2008 - February 2009
State Street  January 2007 - January 2008
State Street  January 2004 - January 2007
State Street  April 2000 - January 2004
Boston Financial Data Services   October 1998 - April 2000

Skills
Operations Management, Business Analysis, Business Process Mapping, Performance Improvement, Project Management, Process Improvement, Six Sigma, Financial Services, Investments, Mutual Funds, Leadership, Risk Management, Data Analysis, Trading, Alternative Investments, Accounting, SDLC, Fixed Income, Financial Risk, Management, Training

Education
Network Technology Academy   2010 — 2010
A+ Certification

SigmaPro
Lean Six Sigma Black Belt Training

Boston University
Mechanical Engineering

Archbishop Williams High School

Douglas Scibeck Douglas Scibeck Boston, Massachusetts Details
Douglas Scibeck's Boston Financial Data Services Experience February 2006 - October 2008
Job Fiscal Policy Analyst at Commonwealth of Massachusetts
Industry Financial Services
Experience
Commonwealth of Massachusetts  September 2015 - Present
Scibeck Writing   2014 - Present
Delaware Life  2011 - March 2015
Boston Financial Investment Management (formerly MMA Financial)   2008 - 2009
Boston Financial Data Services   February 2006 - October 2008
CitiStreet  2003 - 2006
Financial Consulting Assignments via KForce   2002 - 2003
Pioneer Investments  2001 - 2002

Skills
Financial Analysis, Analysis, Journalism, Writing, Financial Reporting, Finance, Financial Services, Account Reconciliation, NAIC regulations, Insurance Regulatory, Financial Modeling, NAIC reporting, SEC filings, Asset Reporting, Bloomberg, Data Analysis, Economics, Financial Regulation, Mutual Funds, Essbase, Reporting & Analysis, Reporting Systems, Retirement plan..., EDGAR filings, Investments, Process Improvement

Education
University of London   2007 — 2009
Master of Science (MSc), Financial Economics

Boston University   1994 — 1997
MA, Psychology

University of Tampa   1987 — 1991
Bachelor of Arts (BA), Psychology

Benjamin Verla, MPM Benjamin Verla, MPM Greater Boston Area Details
Benjamin Verla, MPM's Boston Financial Data Services Experience June 2014 - Present
Job Client Services Support Analyst at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services   June 2014 - Present
Russell Investments  October 2012 - May 2014
Pioneer Investments  August 2011 - August 2012
Pioneer Investments  March 2010 - August 2011
Pioneer Investments  October 2008 - February 2010

Skills
Financial Services, Mutual Funds, Analysis, Project Management, Process Improvement, Process Management, Business Workflows, Solution Development, Communication Skills, Vendor Relationships, Client Services, Organization, Microsoft Office, Remote Service..., Presentations, Training, Writing, Creative Thinker, Supervising, DST System TA software, MS Project, Financial Regulation

Education
Boston College   2002 — 2006
Bachelor of Arts (B.A.), History

Boston University   2009 — 2011
Master of Science (M.S.), Project Management

Aldina Carvalho Aldina Carvalho Greater Boston Area Details
Aldina Carvalho's Boston Financial Data Services Experience December 2007 - May 2010
Job Customer Relations and Fraud investigations.
Industry Consumer Services
Experience
G&G Management, LLC   August 2015 - Present
Delaware North Companies  March 2010 - March 2015
Miniter Group  June 2010 - May 2011
Boston Financial Data Services   December 2007 - May 2010
Sovereign Bank  April 2001 - November 2006
Sovereign Bank  January 2000 - April 2001
Things Remembered  September 1997 - May 1999

Skills
Customer Service, Microsoft Office, Windows, Sales, Inventory Management, Team Leadership, Time Management, Call Centers, Public Speaking, Outlook, Event Management, Microsoft Excel, Social Media, Event Planning, Social Networking, Training

Education
Boston University   1994 — 1995
Certificate, Culinary Arts/Chef Training

English High

Janet Blake Janet Blake Kansas City, Missouri Area Details
Janet Blake's Boston Financial Data Services Experience 2007 - 2011
Job Assistant Manager, Software Quality Assurance at Federal Reserve Bank of Kansas City
Industry Information Technology and Services
Experience
Federal Reserve Bank of Kansas City  January 2015 - Present
Federal Reserve Bank of Kansas City  January 2012 - December 2014
ease interfacing between technical and non-technical opportunities   September 2011 - December 2011
Boston Financial Data Services   2007 - 2011
DST Systems  2002 - 2007
DST Systems  1998 - 2002
DST Systems  1991 - 1998
DST Systems  1987 - 1991

Skills
Business Analysis, Software Project..., Requirements Analysis, Requirements Gathering, Vendor Management, Group Presentations, Stakeholder Engagement, Stakeholder Management, Cost/Benefit Analysis, ROI development, Software Training, Software Installation, Software Implementation, Cross-functional Team..., Team Management, Agile Methodologies, CRM, Analysis, Software Documentation, Hands-on Training, Visio, Business Requirements, Management, Business Process, SDLC

Education
Boston University   2009 — 2010
Certification, Project Management

William Jewell College   1984 — 1988
Bachelors of Science, Business Management and Computer Science

Carolyn Bregoli Carolyn Bregoli Greater Boston Area Details
Carolyn Bregoli's Boston Financial Data Services Experience October 2006 - April 2010
Job Director of New Business Development at Direxxis, Inc., a Broadridge Company
Industry Information Technology and Services
Experience
Direxxis, Inc.   January 2015 - Present
Thinking Phone Networks  March 2014 - August 2014
Lateral Group  May 2012 - March 2013
Cleary Consultants  January 2012 - May 2012
TSL Marketing  October 2010 - October 2011
Boston Financial Data Services   October 2006 - April 2010

Skills
Research, Staff Development, Customer Satisfaction, Customer Service, Sales, Account Management, Business Development, Microsoft Excel, PowerPoint, Sales Management, Outlook, Microsoft Office, Marketing, Microsoft Word, Cold Calling, Salesforce.com, CRM, Recruiting, Business Intelligence, Interviews, B2B, Lead Generation, Selling, Marketing Strategy, New Business Development, Social Networking, Contract Negotiation, Sales Operations, Marketing Communications, Team Building, Management, Advertising, Direct Marketing, Market Research, Sales Process, Process Improvement, Leadership, Solution Selling, Social Media Marketing, Training, Business Strategy

Education
Boston University
Bachelor of Science, Business Administration; Management Studies

Sheila (Sheila Matthews) VanLyke Sheila (Sheila Matthews) VanLyke Arlington, Texas Details
Sheila (Sheila Matthews) VanLyke's Boston Financial Data Services Experience March 1997 - May 1999
Job Sr. Manager, Operations & Project Management Office, Consulting Services & Solutions
Industry Program Development
Experience
Stonebridge  August 2010 - October 2013
Wood Group  November 2008 - September 2010
J Ray McDermott  June 2006 - September 2008
Texas State Bank  August 2004 - June 2006
Danversbank  January 2002 - May 2004
Digitas  June 2000 - August 2002
Boston Financial Data Services   March 1997 - May 1999

Skills
SharePoint, PMP, Business Analysis, Vendor Management, SDLC, Requirements Analysis, MS Project, Project Portfolio..., Project Management, Program Management, Risk Management, Integration, Business Process, PMO, IT Strategy, IT Management, Business Intelligence, Business Process..., Resource Management, Software Project..., Software Documentation, Testing, Stakeholder Management, Enterprise Software, Process Improvement, Management, Analysis, Consulting, Scrum, Information Technology, Telecommunications, Microsoft Project

Education
Boston University   2002 — 2003
Certification, Project Management

Eastern Nazarene College   1996 — 2002
BS / BA, Business Administration

Michelle Kubat, PMP Michelle Kubat, PMP Greater Boston Area Details
Michelle Kubat, PMP's Boston Financial Data Services Experience September 2010 - March 2013
Job
Industry Information Technology and Services
Experience
MFS Investment Management  April 2013 - Present
Boston Financial Data Services   September 2010 - March 2013
Fidelity Investments  April 2005 - September 2010
Ceridian Corporation  2004 - 2005
ServiSense   1998 - 2002
Phoenix Corporate Services, LLC (Codman Corporate Services, Inc.),   1994 - 1997
Bank of Boston  1987 - 1994

Skills
SDLC, Customer Relations, Change Management, Documentation, Mentoring, Requirements Analysis, Vendor Management, Program Management, PMP, Business Analysis, Process Improvement, MS Project, Process Engineering, SharePoint, Compliance, Budgeting, Project Planning, Relationship Management, Project Management, Software Documentation, Risk Management, Data Analysis, Customer Service, Leadership, Access, PMO, Requirements Gathering, Resource Management, Business Process..., Budgets, Software Project..., Project Portfolio..., Business Process, Business Requirements, Quality Assurance, CRM, Visio, Systems Analysis, Integration, Business Intelligence, Agile Project Management, Information Technology, Agile Methodologies, IT Strategy, IT Management, Financial Services, Cross-functional Team..., Call Centers, User Acceptance Testing, Team Leadership

Education
Boston University   2009 — 2009
Certificate

Wentworth Institute of Technology   1983 — 1987
BS

James M. Lopes James M. Lopes Greater Boston Area Details
James M. Lopes's Boston Financial Data Services Experience October 2011 - Present
Job Java Developer Contract at Boston Financial Data Services
Industry Computer Software
Experience
Boston Financial Data Services   October 2011 - Present
MITRE  July 2011 - May 2012
Boston Apparel Group  January 2011 - March 2011
Digipop   May 2010 - June 2010
Follett Digital Resources  December 2007 - July 2009
Boston Scientific  November 2006 - May 2007
Boston Scientific  March 2006 - September 2006
FAST Search   August 2005 - February 2006
Connexion Systems & Engineering  January 2005 - March 2005
The Systems Group  July 2004 - August 2004

Skills
XML, Java, Linux, Unix, JavaScript, SDLC, Spring, Java Enterprise Edition, SQL, Tomcat, Agile Methodologies, Subversion, JSP, Eclipse

Education
Boston University   1980 — 1985
Not yet, Computer Science

Adam Awad Adam Awad Greater Boston Area Details
Adam Awad's Boston Financial Data Services Experience July 2013 - August 2013
Job Salesforce System Administrator/Outreach Analyst at Federal Reserve Bank of Boston
Industry Computer Software
Experience
Federal Reserve Bank of Boston  August 2014 - Present
Federal Reserve Bank of Boston  June 2014 - August 2014
Boston Financial Data Services   July 2013 - August 2013
Boston Centers for Youth & Families  July 2012 - August 2012

Skills
SharePoint, Microsoft Office, Data Analysis, Salesforce.com..., C++, Process Improvement, Business Analysis, Program Management, Research

Education
Wentworth Institute of Technology   2014 — 2018
Bachelor's degree, Computer Science

Boston Latin School   2007 — 2014

Norman Zhu Norman Zhu Mountain View, California Details
Norman Zhu's Boston Financial Data Services Experience July 2007 - August 2007
Job Business Analyst at Google
Industry Internet
Experience
Google  August 2015 - Present
Capital One  January 2015 - August 2015
Capital One  July 2013 - January 2015
Harvard School of Engineering and Applied Sciences  June 2012 - September 2012
Harvard Summer School  June 2011 - August 2011
Chinatown Adventure, Phillips Brooks House Association   June 2010 - August 2010
State Street  June 2009 - August 2009
Boston Financial Data Services   July 2007 - August 2007

Skills
Data Analysis, Microsoft Excel, MySQL, JavaScript, PHP, Python, C, jQuery Mobile, jQuery, SPSS, CSS, HTML 5, Stata, Java, OCaml, Teradata

Education
Harvard University   2009 — 2013
AB, Psychology, Minor in Computer Science

Boston Latin School   2004 — 2009

Paul Carroll, M. Ed. Paul Carroll, M. Ed. Providence, Rhode Island Area Details
Paul Carroll, M. Ed.'s Boston Financial Data Services Experience 1999 - 2004
Job Senior Advisor, Leadership Development at CVS Health
Industry Human Resources
Experience
CVS Health  June 2015 - Present
CVS Caremark Corporation  June 2012 - Present
Bryant University  August 2009 - Present
CVS Caremark Corporation  November 2009 - June 2012
Tyco Fire Suppression & Building Products  January 2008 - April 2009
Tyco Fire & Building Products  October 2006 - 2007
Citizens Bank  2004 - 2006
Boston Financial Data Services   1999 - 2004
BankBoston  1994 - 1999

Skills
Instructional Design, Project Management, Team Leadership, Organizational..., Leadership Development, Teambuilding, Team Building, Training, Workshop Facilitation, Coaching, Leadership, Program Management, Human Resources, Staff Development, Management, Succession Planning

Education
University of Illinois at Urbana-Champaign   2008 — 2010
Masters in Education, Human Resources Development

Bryant University   2001 — 2004
CFP, Financial Planning

Boston College   1988 — 1992
B.A., English

Christine Newman Christine Newman Greater Boston Area Details
Christine Newman's Boston Financial Data Services Experience 2003 - 2014
Job Experienced talent and development leader focused on building organizational performance and employee engagement
Industry Human Resources
Experience
Boston Financial Data Services   2003 - 2014
BNY Mellon  1996 - 2002
Scudder Investments  1978 - 1996

Skills
Customer Experience, Leadership Development, Organizational..., Talent Development and..., Needs assessment and..., Succession Planning, Coaching, Change Management, Leadership, Training, Organizational..., Onboarding, 360 Feedback, Management, Talent Management, Program Management, CRM, Financial Services, Process Improvement

Education
Boston College
B.A., cum laude, Education

Lesley University
Masters, Training and Development

University of Massachusetts Boston
M.Ed, Education

Justina Wong Justina Wong Greater Boston Area Details
Justina Wong's Boston Financial Data Services Experience July 2008 - August 2008
Job Student at Tufts University
Industry Financial Services
Experience
Harvard University  July 2011 - December 2012
Sun Life Financial  June 2012 - August 2012
State Street  2010 - 2010
John William Ward Fellowship   July 2009 - August 2009
Boston Financial Data Services   July 2008 - August 2008
Harvard College Library Technical Services  July 2007 - August 2007

Skills
Microsoft Office, PowerPoint, Microsoft Excel, Research, Microsoft Word, Social Media, Data Analysis, Event Planning, Public Speaking, Bloomberg, Nonprofits, Facebook, Accounting

Education
Tufts University   2010 — 2014
Bachelor of Arts (B.A.), International Relations, International Finance

Boston Latin School   2003 — 2010
High School, 4.01

Juan Foreman Juan Foreman Foxboro, Massachusetts Details
Juan Foreman's Boston Financial Data Services Experience July 2011 - Present
Job Experienced Call Center Sales, Service, and Operations Professional
Industry Marketing and Advertising
Experience
Boston Financial Data Services   July 2011 - Present
Vantage Deluxe World Travel  September 2010 - June 2011
UCS Worldwide   September 2009 - March 2010
Computershare Fund Services  May 2005 - May 2008
Chase Credit Cards at Universal Studios   2002 - 2004
Chase Cardmember Services Executive Offices   2002 - 2003
John Hancock  2000 - 2001
Fleet Bank  1999 - 2001
Fleetboston  1996 - 2001
BankBoston  1997 - 2000

Skills
Call Center, Operations Management, Customer Service, Financial Services, Process Improvement, Avaya Proactive Contact..., Angel IVR Solutions, Team Building, Management, Strategic Planning, Business Analysis, Project Management, Customer Satisfaction, Salesforce.com, Vendor Management, Team Leadership, Call Centers, Sales, Leadership, Customer Retention, CRM, Account Management, Banking, Strategy, Program Management, Training, Customer Experience, Cross-functional Team..., Relationship Management, Networking, Business Process..., Business Development, Sales Management, Risk Management, Analysis, Social Media, Business Strategy, Marketing Strategy, Marketing, Microsoft Excel, Change Management, Event Management, Email Marketing, Team Management, Coaching, Product Management, Human Resources, Financial Analysis

Education
Boston University Questrom School of Business   1996 — 2002

University of Massachusetts, Amherst   1992 — 1996
Performance, Music

CCHS

CCHS

David R. Trapp David R. Trapp Greater Boston Area Details
David R. Trapp's Boston Financial Data Services Experience 1992 - 1997
Job Accounting Specialist, AVP at State Street
Industry Financial Services
Experience
State Street  August 2015 - Present
State Street  May 2014 - August 2015
State Street  June 2011 - April 2014
State Street  August 2005 - May 2011
State Street  July 1997 - July 2005
State Street  January 1989 - June 1997
Boston Financial Data Services   1992 - 1997
Oppenheimer Management Corporation   May 1992 - March 1993

Skills
Finance, Financial Services, Mutual Funds, Accounting, Investments, Bloomberg, Securities, Financial Analysis, Financial Modeling, Valuation, Analysis, Fund Accounting, Fixed Income, Financial Reporting, Corporate Actions, Asset Management, Forecasting, Microsoft Excel, Hedge Funds, Essbase, Account Reconciliation, Management, Cash Management, Corporate Finance, Budgets, Trading, Bonds, Alternative Investments, Derivatives, Excel, Oracle Financials, Oracle Discoverer, Access, Global Custody, General Ledger, SharePoint, Budget Process, Khalix, Financial Variance..., Corporate Budgeting, Longview, Superior Client Service, Corporate FP&A, Financial Forecasting, Revenue Forecasting, Oracle General Ledger, Public Sector, Reuters 3000

Education
Boston University   2002 — 2007
Master of Sciences, Financial Economics, 3.5 GPA

Colorado State University   1984 — 1988
Bachelor's degree, Finance

Vivian Liu-Somers Vivian Liu-Somers Greater Boston Area Details
Vivian Liu-Somers's Boston Financial Data Services Experience 2011 - 2014
Job Consultant at Harvard Business School
Industry Information Technology and Services
Experience
Harvard Business School  2015 - Present
Boston Financial Data Services   2011 - 2014
Document Technologies formerly Esquire Litigation Solutions   2010 - 2011
VLS Consultants   2000 - June 2010
Pitney Bowes Legal Solutions  2006 - 2008
Daticon  2002 - 2002
Ropes & Gray  1997 - 2000
Mintz Levin  1996 - 1997

Skills
Litigation Support, Project Management, Training, Management, Lead Generation, Legal Assistance, Market Research, Document Review, Legal Research, Consulting, Litigation, Process Improvement, Salesforce.com, Analysis, Professional Services, Document Management, Strategic Planning, Business Development, Business Analysis, ESI, Sales, CRM, Relativity, Litigation Consulting, Early Case Assessment, Team Building, Microsoft Office, Research Management, Competitive Intelligence, Online Research, Vendor Management, Strategy, Cross-functional Team..., SharePoint, Leadership, Executive Management, Knowledge Management, Visio

Education
Boston College Law School
JD, Law

University of Pennsylvania
BA, Psychology

Frank Dooher Frank Dooher Greater Boston Area Details
Frank Dooher's Boston Financial Data Services Experience 1983 - 1989
Job Coaching
Industry Financial Services
Experience
National Quality Review  February 2012 - June 2014
FXD Consulting   October 2009 - May 2012
State Street  December 1990 - December 2008
Boston Financial Data Services   1983 - 1989
Mutual Bank  1965 - 1982

Skills
Talent Management, Human Resources, Program Management, Project Planning, Policy, Executive Coaching, Management, Leadership Development, Process Improvement, Financial Services, Leadership, Management Consulting, Data Analysis, Business Process..., Procurement, Change Management, Employee Benefits, Performance Management, Project Management, Succession Planning, Organizational..., Coaching, Staff Development, Mutual Funds, Strategic Planning, Training, Employee Engagement, Relationship Management, Onboarding

Education
Boston College - Wallace E. Carroll Graduate School of Management   1967 — 1970
MBA, Organization Development

Northeastern University
B.S., Management

Northeastern University
Bachelor of Applied Science (BASc), Business Administration, Management and Operations

Arthur Hammarstrom Arthur Hammarstrom Montpelier, Vermont Details
Arthur Hammarstrom's Boston Financial Data Services Experience May 1987 - June 1993
Job
Industry Financial Services
Experience
Sentinel Investments  April 2008 - Present
Citizens Funds  May 2000 - April 2008
State Street Research  June 1993 - May 2000
Boston Financial Data Services   May 1987 - June 1993

Skills
Database Design and..., Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets, Management, Business Analysis, Vendor Management, Operations Management, Call Centers, Risk Management, CRM, Banking, Business Development, Process Improvement, Database Development

Education
Bridgewater State University
Computer Science

Sue (DiBona) Marshall - Realtor Sue (DiBona) Marshall - Realtor Greater Boston Area Details
Sue (DiBona) Marshall - Realtor's Boston Financial Data Services Experience May 1998 - January 2011
Job Professional Realtor at Keller Williams Realty Foxboro / North Attleboro
Industry Real Estate
Experience
Keller Williams Realty - Foxboro / North Attleboro  December 2014 - Present
Success! Real Estate  December 2013 - December 2014
Boston Financial Data Services   May 1998 - January 2011
Colonial Management Associates  1986 - 1988

Skills
Project Management, Real Estate, Leadership, Operations Management, Vendor Management, Business Analysis, Process Improvement, Customer Service, Sales, Access, Loss Mitigation, Financial Services, Program Management, Risk Management, Analysis, Condos, CRM, Management, Networking, Banking, Call Centers, Contract Negotiation, Team Building, SDLC, Mergers & Acquisitions, Visio, Team Leadership, Project Planning, Software Documentation, Business Process..., Customer Relations

Education
Boston University   2009 — 2009
Project Management Certificate

Quincy College   1981 — 1983

Shannon FitzGerald Shannon FitzGerald Greater Boston Area Details
Shannon FitzGerald's Boston Financial Data Services Experience May 2008 - June 2011
Job Account Supervisor at Genuine Interactive
Industry Marketing and Advertising
Experience
Genuine Interactive  March 2015 - Present
DigitasLBi  March 2014 - February 2015
Digitas  August 2012 - February 2014
Digitas  June 2011 - August 2012
Boston Financial Data Services   May 2008 - June 2011
Elizabeth Arden  February 2010 - April 2010

Skills
Digital Marketing, Account Management, Superior Client Service, Marketing, Email Marketing, Advertising, Online Advertising, Digital Media, Media Finance, Internal Communications, Newsletter Production, Event Planning, Visual Merchandising, Interactive Marketing, Digital Strategy, Marketing Research, Product Marketing, Strategy, Media Planning, Client Services, Analytics, Social Media

Education
Boston College   2007 — 2011
Bachelor of Science in Management, Marketing and Finance

Boston University London   2010 — 2010
Advertising & Marketing

Rittner's School of Floral Design   2014 — 2014
Diploma in Floral Design, Floral Design

Tim Crowley Tim Crowley Greater Boston Area Details
Tim Crowley's Boston Financial Data Services Experience 1985 - 1987
Job Vice President of Global Tax at Samsonite
Industry Retail
Experience
Samsonite  January 2014 - Present
Samsonite  December 2006 - December 2013
Ocean Spray Cranberries  November 1997 - December 2006
Ground Round Restaurants Inc   1993 - November 1997
Regional CPA's Firms   1987 - 1993
Boston Financial Data Services   1985 - 1987
Bill Cole Enterprises   1983 - 1985

Skills
Corporate Tax, Transfer Pricing, Tax, Financial Reporting, IFRS, Sarbanes-Oxley Act, Auditing, Consolidation, US GAAP, GAAP, FAS 5, Financial Analysis, Mergers & Acquisitions, Accounting, Internal Controls, International Tax, FIN 48, Tax Accounting

Education
Northeastern University   1998 — 2000
MST, tax

Bridgewater State University   1985 — 1987
Accounting, Accounting / Finance

University of North Carolina at Charlotte   1981 — 1984
Accounting

Danielle Butler Danielle Butler Greater Boston Area Details
Danielle Butler's Boston Financial Data Services Experience June 2008 - December 2010
Job Client Services Manager at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Financial Services  July 2013 - Present
DST Retirement Solutions  January 2011 - July 2013
Boston Financial Data Services   June 2008 - December 2010
Nestle Waters North America  April 2006 - June 2008

Skills
Mutual Funds, Financial Reporting, Microsoft Excel, Mergers, Analysis, Retirement, Customer Service, PowerPoint, Microsoft Office, Business Analysis, Microsoft Word, Transfer Agency, Mergers & Acquisitions, Accounting, Financial Services, Account Reconciliation, Software Documentation, Project Management

Education
Curry College   2009 — 2011
MBA, Business Administration and Management, General

Bridgewater State University   2003 — 2008
BS, Finance

Stephen Cesso Stephen Cesso Greater Boston Area Details
Stephen Cesso's Boston Financial Data Services Experience 1985 - 2000
Job U.S.General Counsel at Computershare
Industry Financial Services
Experience
Boston University School of Law, Banking and Financial Services LLM   2006 - Present
Computershare  2005 - Present
EquiServe  2000 - 2005
Boston Financial Data Services   1985 - 2000
State Street  1983 - 2000
Massachusetts Securities Commission   1980 - 1983

Skills
Compliance, Banking, Mutual Funds, Stocks, Corporations, Cash Management, Securities, Corporate Governance, Securities Regulation, Mergers, Corporate Law, Risk Management, Due Diligence, Contract Negotiation, Privacy Law, Litigation Management, Transfer Agency

Education
Boston University School of Law   1986 — 1989
LLM Banking and Financial Services, Banking and Financial Services

New England Law Boston   1977 — 1980
JD, Law

University of Massachusetts Boston   1973 — 1977
BA, Poitical Science and Education

Boston Latin School   1967 — 1973
HIgh School

Nicole DeBlois Greene Nicole DeBlois Greene Greater Boston Area Details
Nicole DeBlois Greene's Boston Financial Data Services Experience September 2010 - April 2014
Job Relationship Executive at DST Systems
Industry Financial Services
Experience
DST Systems  May 2014 - Present
Boston Financial Data Services   September 2010 - April 2014
Boston Financial Data Services   January 2007 - August 2010
State Street  June 2002 - January 2007
Capgemini  August 1999 - June 2002

Education
Boston College   1995 — 1999
Bachelor of Arts, Economics, Cum Laude

Tabor Academy   1991 — 1995

Bill McMahon Bill McMahon Scituate, Massachusetts Details
Bill McMahon's Boston Financial Data Services Experience 2008 - Present
Job Systems Officer at Boston Financial Data Services
Industry Information Technology and Services
Experience
Boston Financial Data Services   2008 - Present
Boston Financial Data Services   2000 - 2008
Boston Financial Data Services   1998 - 2000
Boston Financial Data Services   1991 - 1998
Digital Products, Inc   1988 - 1991
ControlSoft, Inc.   1986 - 1987
Project Software & Development, Inc   1985 - 1986
Jetsoft, Inc   1982 - 1985
Woods Hole Oceanographic Institution  1980 - 1982

Skills
Java, J2EE, JSP, Spring, Data Warehousing, SSIS, Database Design, SQL, Software Design, C++, C, Data Modeling, Hiring, Strategic Thinking, Strategic Planning, SDLC, Vendor Management, Requirements Analysis, Business Analysis, SharePoint, Software Development, Enterprise Architecture, Software Documentation, DB2, Software Engineering, Java Enterprise Edition, Microsoft SQL Server, Architecture, Databases, Systems Analysis, Enterprise Software, Requirements Gathering, Business Intelligence

Education
SpringSource   2011 — 2011
Core Spring

Kimball University   2010 — 2011
Data Warehouse

Northeastern University   1996 — 2000
MS, Computer Science

Boston College   1976 — 1980
BS, Physics

Sea Education Assocation   1979 — 1979
Semester at sea

John Sacco John Sacco Randolph, Massachusetts Details
John Sacco's Boston Financial Data Services Experience 2004 - 2013
Job Solar Advisor at Next Step Living
Industry Financial Services
Experience
Next Step Living  September 2013 - Present
Boston Financial Data Services   2004 - 2013

Skills
French, Microsoft Office, Microsoft Excel, Customer Service, Process Improvement, Cost Basis, IRAs, Painting, Downhill Skiing

Education
Boston College   1999 — 2003
Bachelor of Arts (B.A.), History

Trong-Huy Vo Trong-Huy Vo Greater Boston Area Details
Trong-Huy Vo's Boston Financial Data Services Experience 2008 - 2008
Job Student at Boston University
Industry Biotechnology
Experience
Boston University  June 2010 - December 2010
State Street  July 2009 - August 2009
Boston Financial Data Services   2008 - 2008

Education
Boston University   2009 — 2013
Bachelor of Science, Biomedical Engineering

Tel Aviv University   2011 — 2011
Semester Abroad, Engineering

Boston Latin School   2003 — 2009
High School

Christine Bird Christine Bird Greater Boston Area Details
Christine Bird's Boston Financial Data Services Experience March 2014 - July 2014
Job Information Systems QA at CRICO
Industry Information Technology and Services
Experience
CRICO  September 2014 - Present
Boston Financial Data Services   March 2014 - July 2014
BMC HealthNet Plan  January 2013 - November 2013
BMC HealthNet Plan  March 2009 - January 2013
Fidelity Investments  September 2007 - December 2008
First Marblehead  February 2005 - October 2007
Acadian Asset Management  October 2006 - September 2007
American Student Assistance  November 1998 - July 2004
American Student Assistance  1998 - 2004

Skills
Test Automation, Databases, Visio, User Acceptance Testing, Microsoft SQL Server, Defect Tracking, Process Improvement, Software Documentation, SharePoint, Test Management, Software Project..., WinRunner, QA Management, Healthcare Information..., Business Process..., VSS, Release Management, Vendor Management, Business Intelligence, Software Quality..., QA Engineering, Information Technology, VMware, Project Portfolio..., Environment Management, Quality Center, ALM, Management, Agile Testing, SQL, Regression Testing

Education
Bridgewater State University   1994 — 1996
MEd, Health Promotion

Worcester State University   1989 — 1991
MEd, Secondary Education

Isenberg School of Management, UMass Amherst   1983 — 1987
BBA, Marketing

Emily Veiga Emily Veiga Rockland, Massachusetts Details
Emily Veiga's Boston Financial Data Services Experience July 2010 - August 2010
Job Financial Services Assurance Associate at EY
Industry Accounting
Experience
EY  September 2015 - Present
Boston College School of Nursing Continuing Education Program   September 2010 - October 2014
EY  June 2014 - August 2014
Boston College  May 2011 - May 2012
Boston Financial Data Services   July 2010 - August 2010

Skills
Coordinating Events, Secretarial Skills, Project Delivery, Financial Accounting, Community Outreach, Liasoning, Call Processing, Office Administration, Accounts Receivable, Public Speaking, Microsoft Excel, Social Media, Microsoft Office, Customer Service, Event Planning, Leadership, PowerPoint, Microsoft Word, Teamwork

Education
Boston College   2014 — 2015
Master of Science (M.S.), Cum Laude, Accounting, Graduate

Boston College - Carroll School of Management   2010 — 2014
Bachelor of Science, Cum Laude, Accounting

Rockland High School   2006 — 2010
High School Diploma

Barbara Backer Barbara Backer Greater Boston Area Details
Barbara Backer's Boston Financial Data Services Experience November 1997 - September 2001
Job Administrative Assistant
Industry Hospital & Health Care
Experience
Boston Brace International  December 2013 - June 2015
Boston Brace International/NOPCO   December 2013 - June 2015
Orthopedic Rehabilitation Systems   January 2007 - December 2013
Braintree Rehabilitation Hospital  April 2003 - January 2007
Bird Machine Co   April 2003 - January 2007
EquiServe/Boston Financial Data Services   October 2001 - January 2003
Boston Financial Data Services   November 1997 - September 2001
Helping Hands at Home, Inc/Neponset Valley Health   April 1996 - November 1997
Neponset Valley Nursing Assoc./Neponset Valley Health   October 1994 - April 1996

Skills
Healthcare Industry, Accounts Payable, Customer Service, Public Speaking, Spreadsheets, Medical Records, Microsoft Excel, Microsoft Word, Data Entry, Account Reconciliation, Management, Analysis, Invoicing

Education
Bridgewater State University

Christine Burke Christine Burke Greater Boston Area Details
Christine Burke's Boston Financial Data Services Experience 1989 - January 1993
Job Manager, Global Benefits at The Depository Trust & Clearing Corporation
Industry Financial Services
Experience
The Depository Trust & Clearing Corporation  July 2014 - Present
Omgeo  October 2008 - July 2014
South Shore Hospital  2000 - 2008
Thomson Financial  1997 - 1998
Putnam Investments  1993 - 1996
Boston Financial Data Services   1989 - January 1993
Boston Financial Data Services   1988 - 1989
Boston Financial Data Services   1987 - 1988

Skills
Benefits Administration, HRIS, Onboarding, Employee Benefits, Employee Relations, Payroll, Deferred Compensation, Human Resources, Employee Engagement, Employee Training, Applicant Tracking..., PeopleSoft, Talent Management, Workforce Planning, Vendor Management, Management, Compensation

Education
Boston College   1983 — 1987
BS, Marketing and Human Resources Mgt

Notre Dame Academy   1978 — 1983
High School

Rebecca Demmellash Rebecca Demmellash Greater Boston Area Details
Rebecca Demmellash's Boston Financial Data Services Experience July 2010 - August 2010
Job Strategic Planning Intern at BBDO Worldwide
Industry Marketing and Advertising
Experience
BBDO Worldwide  June 2015 - Present
Sonsie  May 2013 - Present
Boston University AdLab  January 2015 - Present
Matter - Be Candid, Be Connected   August 2014 - December 2014
Mullen  January 2014 - June 2014
Boston Financial Data Services   July 2010 - August 2010

Skills
Social Networking, PowerPoint, Customer Service, Social Media, Public Speaking, English, Facebook, Data Entry, Event Planning, Microsoft Office, Microsoft Excel, Microsoft Word, Research, Teamwork, Brainstorm Facilitation, Leadership

Education
Boston University   2012 — 2016
Bachelor of Science, Advertising & Graphic Design, Senior

Boston Latin School   2009 — 2013
High School Diploma

Dawn Molignano Waters Dawn Molignano Waters Greater Boston Area Details
Dawn Molignano Waters's Boston Financial Data Services Experience March 2015 - Present
Job Core Processing Associate at Boston Financial Data Services
Industry Consumer Services
Experience
Boston Financial Data Services   March 2015 - Present
Parker and Lynch  January 2014 - July 2014
Randstad US  May 2012 - January 2014
Minerva Stone, LLC.   July 2011 - May 2012
Jedwards International, Inc.   June 2011 - May 2012
Dependable Cleaners  August 1999 - November 2010
Dependable Cleaners  August 1999 - November 2010
Dependable Cleaners  August 1999 - November 2010

Skills
Team Building, Strategic Planning, Human Resources, Coaching, Operations Management, Customer Relations, Leadership Development, Budgets, Customer Service, Inventory Management, Account Management, Sales, Logistics, Management, Strategy, New Business Development, Sourcing, Leadership, Business Development, Sales Management, Retail, Microsoft Word, Recruiting, Process Improvement, Payroll, Cold Calling, CRM, Business Planning, Talent Acquisition, Customer Satisfaction, Training, Hiring, Interviews, Applicant Tracking..., Analysis, Customer Retention, Vendor Management, Performance Management, Networking, Social Networking, Salesforce.com, Finance, Employee Relations, Negotiation, Technical Recruiting, Staffing Services, Temporary Placement, College Recruiting, Contract Recruitment, Internet Recruiting

Education
Bridgewater State University   2003 — 2008
B.S., Economics

Massasoit Community College   1999 — 2003
A.S., Business Administration

Colleen Moriarty, MPA, PMP Colleen Moriarty, MPA, PMP Greater Boston Area Details
Colleen Moriarty, MPA, PMP's Boston Financial Data Services Experience 2006 - 2012
Job Project Manager at DST Retirement Solutions
Industry Financial Services
Experience
DST Retirement Solutions  October 2012 - Present
Boston Financial Data Services   2006 - 2012
Boston Financial Data Services   2002 - 2006
Pioneer Investments  2001 - 2002

Skills
Securities, AML, Investments, Risk Management, Client Relations Skills, Operations Management, Staff Management, Staff Development, Training, Problem Solving, Process Improvement, Procedure Development, Procedures Documentation, Retirement, Customer Retention, Project Coordination, Requirements Gathering, Project Management, RACI, Customer Service, Knowledge Management, Office Administration, Leading Meetings, Change Management, Quality Management, Transition Management, Business Analysis, Financial Services, SDLC, Mutual Funds

Education
University of Massachusetts Boston   2003 — 2005
Masters of Science Degree, Public Affairs

Bridgewater State University   1996 — 2001
Bachelor's Degree, History

Nora Hexter Nora Hexter Greater Boston Area Details
Nora Hexter's Boston Financial Data Services Experience July 2010 - August 2010
Job Student at New York University
Industry Research
Experience
Boston Latin School Association  May 2014 - Present
Asian/Pacific/American Institute at NYU   September 2014 - Present
New York City Asian American Student Conference   January 2015 - Present
A/P/A B.R.I.D.G.E.   October 2014 - Present
New York University  March 2014 - May 2014
Occidental College  January 2013 - December 2013
Tufts Health Plan  May 2013 - August 2013
State Street Bank  July 2012 - August 2012
State Street Bank  July 2011 - August 2011
Boston Financial Data Services   July 2010 - August 2010

Skills
Nonprofits, PowerPoint, Microsoft Word, Data Analysis, Fundraising, Research, Social Media, Editing, Community Outreach, Leadership, Facebook, Social Networking, Teamwork

Education
New York University   2013 — 2016
Bachelor's Degree, East Asian/Korean Studies, Social & Cultural Analysis, 3.75 Current GPA

Occidental College   2012 — 2013

Boston Latin School   2006 — 2012
High School Diploma

Stephane Tu Stephane Tu Boston, Massachusetts Details
Stephane Tu's Boston Financial Data Services Experience July 2011 - August 2011
Job Student at Boston University
Industry Financial Services
Experience
State Street Bank  July 2012 - Present
Boston University  September 2013 - April 2015
Nike  June 2014 - September 2014
Campus Special (acquired by Chegg, Inc.)   May 2014 - June 2014
Boston Financial Data Services   July 2011 - August 2011

Skills
Microsoft Excel, PowerPoint, Microsoft Word, Time Management, Management, Microsoft Office, Outlook, Teamwork, Accounting, Photoshop, Economics, Financial Services, Social Networking, Facebook, Analysis, Leadership, Matlab, Marketing

Education
Boston University   2013 — 2017
Bachelor of Science (B.S.), Finance, General

Boston Latin School   2006 — 2013

Rachel McKay Rachel McKay Boston, Massachusetts Details
Rachel McKay's Boston Financial Data Services Experience July 2009 - August 2009
Job Mutual Funds Trading at State Street
Industry Financial Services
Experience
State Street  January 2015 - Present
Chelsea Community Schools  March 2013 - June 2013
State Street  June 2010 - August 2010
Boston Financial Data Services   July 2009 - August 2009
Artists For Humanity  July 2008 - August 2008

Skills
Art, Time Management, Entrepreneurship, Painting, Architecture, Creative Writing, Networking, Auditing, Internal Audit, Photoshop, Illustrator, InDesign, Graphic Design, Adobe Creative Suite, Web Design, Microsoft Office, Photography, HTML, Logo Design, Illustration

Education
Cambridge College   2014 — 2015
Business Management, Finance

Year Up – Boston   2014 — 2015
Year Up Technical Training Certificate

Bunker Hill Community College   2011 — 2013
Associate's degree, Graphic Design

Boston Latin School   2003 — 2010
High School Diploma

Elizabeth Hynes-Bruell Elizabeth Hynes-Bruell West Roxbury, Massachusetts Details
Elizabeth Hynes-Bruell's Boston Financial Data Services Experience July 2015 - Present
Job Intern at State Street
Industry Financial Services
Experience
Boston Financial Data Services   July 2015 - Present
State Street  July 2014 - August 2014

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Research, Time Management, Social Media, Customer Service

Education
University of Massachusetts, Amherst   2015 — 2019

Boston Latin School   2009 — 2015

Michael O'Loughlin Michael O'Loughlin Greater Boston Area Details
Michael O'Loughlin's Boston Financial Data Services Experience May 1985 - August 1986
Job Assistant ClerkMagistrate, Massachusetts Trial Court
Industry Judiciary
Experience
Boston Municipal Court Department, Central Division   January 2013 - Present
Massachusetts Trial Court  April 1995 - January 2013
The New England  July 1989 - July 1991
Boston Financial Data Services   May 1985 - August 1986

Skills
Civil Litigation, Litigation, Legal Research, Criminal Defense, Commercial Litigation, Personal Injury, Criminal Law, Legal Writing, Courts, Trial Practice, Torts, Employment Law, Wills, Mediation, Appeals, Westlaw, Hearings

Education
Suffolk University Law School   1991 — 1994
J.D., Law

Boston College   1986 — 1989
B.A., Economics

Boston Latin School   1979 — 1985

Brian Meyers Brian Meyers New York, New York Details
Brian Meyers's Boston Financial Data Services Experience February 2009 - July 2009
Job Software Engineer at Spongecell
Industry Computer Software
Experience
Spongecell  December 2014 - Present
Pefin, Inc.   August 2013 - December 2014
We-Care.com  August 2012 - August 2013
Orpster LLC   June 2011 - August 2012
Fidelity Investments  May 2011 - September 2011
Fidelity Investments  June 2010 - August 2010
Boston Financial Data Services   February 2009 - July 2009
Stone Hearth Pizza Co  May 2006 - August 2007
Unica Corporation  June 2005 - August 2005

Skills
JavaScript, Java, PHP, Web Applications, jQuery, Ember.js, Backbone.js, HTML 5, User Experience Design, C#, Android, Wordpress, Photoshop, SQL, MongoDB, CSS, Git, Ruby on Rails, AngularJS, iOS

Education
Boston University   2007 — 2012
BS, Computer Engineering

Jeannine Assad Jeannine Assad Providence, Rhode Island Area Details
Jeannine Assad's Boston Financial Data Services Experience March 2005 - Present
Job Senior Specialist at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services   March 2005 - Present
Academic Management Services  May 2001 - September 2004

Skills
Microsoft Office, Research, Performance Excellence, Customer Relations, Documentation, Writing, Teamwork, Customer Service, Quality Assurance, PowerPoint, Outlook, Team Leadership, Organizational..., Knowledge Management, Proofreading

Education
Bridgewater State University   2000 — 2004
Bachelor's, Management Science

Daniel Curley Daniel Curley Greater Boston Area Details
Daniel Curley's Boston Financial Data Services Experience January 2004 - May 2008
Job Provider Engagement Manager
Industry Hospital & Health Care
Experience
State Street  August 2008 - September 2012
Boston Financial Data Services   January 2004 - May 2008
Boston Financial Data Services   January 2002 - January 2004
Trustar Retirement Services  January 2000 - January 2002
Sprint  January 1998 - January 2000

Skills
Healthcare Management, Healthcare Analytics, Medicaid, EMR, EHR, Provider Relations, Process Improvement, Risk Management, Financial Services, Finance, Leadership, Mutual Funds, Data Analysis, Management, Microsoft Excel, Project Management, Medicare, Healthcare Information..., Regulatory Analysis, Customer Service, Visio, Research, Accounting, Relationship Management, PowerPoint, Business Process..., Financial Reporting, SharePoint, System Conversion, Analytics, Presentations, Sarbanes-Oxley Act, Business Process Mapping, ICD-9, Data Mining, ICD-10

Education
Boston College   1992 — 1998
Bachelor of Arts (B.A.), History

Milton High School   1988 — 1992

Paul Carroll Paul Carroll Greater Boston Area Details
Paul Carroll's Boston Financial Data Services Experience February 2012 - Present
Job Infrastructure Architect at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services   February 2012 - Present
Boston Financial Data Services   January 1990 - Present

Skills
Active Directory, Vendor Relations, Virtualization, Windows Server 2008, SCOM, SCCM, VMware, Database Design, Data Warehousing, Leadership, Negotiation, IT Operations, Strategic Planning, Problem Solving, Windows Vista, Enterprise Software, DNS, Windows Server, Storage, Servers, Hardware, Microsoft SQL Server, High Availability, Technical Support, Databases, VDI, Cloud Computing, Security, Business Intelligence, Vendor Management, Networking, Project Management, Information Technology, Infrastructure

Education
Bridgewater University

Boston University

Clark University

Northeastern University

Patricia Weber Patricia Weber Greater Boston Area Details
Patricia Weber's Boston Financial Data Services Experience 2010 - 2014
Job Program Management / Business & TechnologyServices
Industry Information Technology and Services
Experience
Boston Financial Data Services   2010 - 2014
Boston Financial Data Services   2001 - June 2011
Zurich Scudder Investments  1996 - 2001

Skills
Financial Services, Mutual Funds, Relationship Management, Vendor Management, Securities, Risk Management, Business Requirements, Process Improvement, SDLC, Requirements Gathering, Business Analysis, Leadership, Requirements Analysis, Asset Management, Business Process..., Project Management, Portfolio Management, Program Management, Analysis, CRM, Management, Project Portfolio..., PMO, Business Process, Change Management, Visio, IT Strategy, Business Intelligence

Education
Bridgewater State College
BA, English

Katy Stewart Katy Stewart Greater Chicago Area Details
Katy Stewart's Boston Financial Data Services Experience 2005 - Present
Job Chief Financial Officer at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services   2005 - Present
Bank of America  2000 - 2005

Skills
Financial Analysis, Investments, Financial Modeling, Finance, Strategic Financial..., Asset Management, Securities, Banking, Financial Services, Portfolio Management

Education
Boston College - Carroll School of Management   1989 — 1991
MBA, Finance

Beth Gerrish Beth Gerrish Elkton, Maryland Details
Beth Gerrish's Boston Financial Data Services Experience 1979 - 1984
Job Spanish Teacher at Tome School
Industry
Experience
Tome School   August 2000 - June 2015
Cecil County Public Schools  1995 - 2000
Olsten Services   1984 - 1989
Boston Financial Data Services   1979 - 1984

Skills
Spanish, Teaching, Customer Service, Microsoft Excel, Management, Public Speaking, Tutoring, Curriculum Development, PowerPoint, Microsoft Word

Education
Bridgewater State University   1975 — 1979
Bachelor of Arts (BA), Spanish Language Teacher Education

Bridgewater State University   1975 — 1979
Bachelor's degree, Spanish Language Teacher Education

Allan Muriuki Allan Muriuki Greater Boston Area Details
Allan Muriuki's Boston Financial Data Services Experience April 1999 - August 2007
Job Senior Associate at Mercer
Industry Human Resources
Experience
Mercer  May 2012 - Present
Mercer  August 2007 - April 2012
Boston Financial Data Services   April 1999 - August 2007

Skills
Benefits Administration, Employee Benefits, Mutual Funds, Series 63, Series 7, Change Management, Call Center, Project Management, Outlook, Finance, Customer Service, 401k, Microsoft Excel, Process Improvement, Leadership, Management, Performance Management, Microsoft Office, Insurance, Financial Services, Pensions, Retirement, Call Centers, Business Analysis, Coaching, Defined Benefit, ERISA, Employee Relations, HRIS, Human Resources, Investments, Relationship Management, Team Leadership, Strategic Planning

Education
Boston University   2008 — 2010
Masters in Administration, Financial Economics

Boston University   2008 — 2010
Bachelor's in Management Studies, Business Administration & Financial Management

Patricia O'Sullivan Patricia O'Sullivan Pembroke, Massachusetts Details
Patricia O'Sullivan's Boston Financial Data Services Experience September 2009 - Present
Job Paralegal
Industry Legal Services
Experience
Boston Financial Data Services   September 2009 - Present
Boston Financial Data Services   January 2006 - September 2009

Skills
Process Improvement, Training, Mutual Funds, Risk Management, Customer Service, Access, Analysis, Customer Satisfaction, Finance, Leadership, Westlaw, Clio, PACER, CaseMap, Microsoft Office, Relationship Management, Financial Services

Education
Anna Maria College
Master of Business Administration (M.B.A.), Business Administration and Management, General

Boston University
Certificate, Paralegal Studies

Bridgewater State University
Bachelor of Science (B.S.), Political Science

Shirley Snyder-Day Shirley Snyder-Day Greater Boston Area Details
Shirley Snyder-Day's Boston Financial Data Services Experience OwnerShirley's Creative ImpressionsCompensation Group ManagerBoston Financial2004 - Present
Job Group Manager, Compensation at Boston Financial Data Services and Owner, Shirley's Creative Impressions
Industry Financial Services
Experience
Boston Financial Data Services   OwnerShirley's Creative ImpressionsCompensation Group ManagerBoston Financial2004 - Present
Fleet Bank  2000 - 2004

Education
Boston University

Cohaset High School   1969 — 1974
Diploma

Annemarie Harper Pope Annemarie Harper Pope Quincy, Massachusetts Details
Annemarie Harper Pope's Boston Financial Data Services Experience February 1996 - Present
Job Software Development Consultant at Voya Financial
Industry Financial Services
Experience
Voya Financial  April 2015 - Present
Boston Financial Data Services   February 1996 - Present
Boston Financial Data Services   February 1996 - April 2015
Boston Financial Data Services   January 2004 - September 2006

Skills
Business Analysis, SDLC, Process Improvement, Financial Services, Requirements Gathering, Business Process..., Vendor Management, MS Project, Analysis, Requirements Analysis, Business Requirements, Business Process, Visio

Education
Boston University in partnership with Boston Financial   2008 — 2008
Certificate in Project Management

Boston University   2006 — 2006
Certificate in Business Analysis

Bridgewater State University   1995 — 2000

Dean College   1993 — 1995
Liberal Studies

Gretchen Kinder Gretchen Kinder Boston, Massachusetts Details
Gretchen Kinder's Boston Financial Data Services Experience November 2014 - Present
Job Sales Support and Corporate Communications Specialist at Boston Financial Data Services
Industry Marketing and Advertising
Experience
Boston Financial Data Services   November 2014 - Present
DentaQuest  May 2013 - October 2014
Raising A Reader MA  September 2011 - May 2013
Somerville Public Schools  January 2006 - September 2011
New Era 4 Nonprofits (f/k/a Legacy Consulting)   November 2004 - December 2005
Cambridge Health Alliance  November 2004 - December 2005
Groundwork Somerville  2005 - 2005
More Than Money   January 2001 - April 2004
Community Campus Partnerships for Health  1998 - 2001
UMass Medical School  August 1997 - December 2000

Skills
Proposal Writing, Project Management, Public Speaking, Leading Meetings, Business Strategy, Constituent..., Corporate Communications, Social Media, Newsletters, Social Media Blogging, Web Community Management, Event Management, Strategic Planning, New Business Development, Organizational..., Staff Development, Board Development, Database Administration, Salesforce.com, Non-profits, Philanthropy, Fundraising, Grant Writing, Grants, Event Planning, Nonprofits, Community Development, Community Outreach, Media Relations, Public Relations, Program Management, Program Development, Youth Development

Education
Boston University   1994 — 1997
Master of Public Health, Health Services and Finance

Boston University   1993 — 1996
MSW, Macro Social Work

Fellow-Center for Community Responsive Care   1995 — 1997
Community-oriented primary care

American University   1988 — 1992
Bachelor of Arts, Sociology

Joan Curtis Joan Curtis Greater Boston Area Details
Joan Curtis's Boston Financial Data Services Experience Sr. Human Resources ConsultantBoston Financial Data ServicesApril 1979 - Present
Job Sr. Benefits Specialist at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services   Sr. Human Resources ConsultantBoston Financial Data ServicesApril 1979 - Present

Skills
Process Improvement, Vendor Management, Financial Services, Mutual Funds, Risk Management, Employee Benefits, Relationship Management, Securities, Investments, Performance Management, Employee Relations, Onboarding, Retirement, 401k, Coaching, Deferred Compensation, Organizational..., Consulting, SharePoint, Mergers, Human Resources, Customer Service, Asset Management

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

Boston University   1970 — 1974
BA, Education

Meredith Meyer Meredith Meyer Greater Boston Area Details
Meredith Meyer's Boston Financial Data Services Experience July 2002 - May 2003
Job Marketing Analyst, Business Analytics at Carbonite
Industry Information Technology and Services
Experience
Carbonite  February 2015 - Present
Procurian (acquired 12/2013 by Accenture)   August 2011 - December 2012
MFS Investment Management  September 2010 - April 2011
MFS Investment Management  June 2007 - August 2010
MFS Investment Management  November 2005 - June 2007
MFS Investment Management  October 2004 - November 2005
MFS Investment Management  May 2003 - October 2004
Boston Financial Data Services   July 2002 - May 2003

Skills
Mutual Funds, Investments, Market Research, Financial Analysis, Financial Services, Series 7, Asset Allocation, Bloomberg, Access, Morningstar, Lipper, Microsoft Excel, PowerPoint, Salesforce.com, Retirement Planning, Series 63, Investment Strategies, Series 6, Analysis, Analytics, SQL, FactSet, Cornerstones Leadership..., Oracle SQL Developer, Business Intelligence, Overseas Experience, Visio, QlikView, Google Analytics, Tableau

Education
Boston University   2013 — 2014
Graduate Certificate, Database Management & Business Intelligence

Suffolk University   2004 — 2006
Masters of Business Administration, Marketing Concentration

Dickinson College   1998 — 2002
Bachelor of Arts (B.A.), Economics

Dickinson College   1998 — 2002
Bachelor of Arts (B.A.), Music Theory and Composition

Beth Maccini Beth Maccini Greater Boston Area Details
Beth Maccini's Boston Financial Data Services Experience February 2012 - Present
Job Operations Line Manager at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services   February 2012 - Present
Boston Financial Data Services   May 2006 - February 2013

Skills
Mutual Funds, Securities, Call Centers, Relationship Management, Financial Services, Vendor Management

Education
Bridgewater State University   1992 — 1996
B.S., Early Childhood Education/Psychology

Jason Whitworth Jason Whitworth Quincy, Massachusetts Details
Jason Whitworth's Boston Financial Data Services Experience August 2005 - October 2013
Job Customer Service Consultant II at Wells Fargo Advantage Funds
Industry Financial Services
Experience
Wells Fargo  October 2013 - Present
Boston Financial Data Services   August 2005 - October 2013
Boston Financial Data Services   August 2005 - October 2013

Skills
Financial Services, Mutual Funds, Retirement, Securities, Investments, TA2000, DST, Windows, Microsoft Office, Fixed Annuities, Series 6

Education
Bridgewater State College   2001 — 2005
Bachelor of Science (BS), Human Resources Management/Personnel Administration, General

Massasoit Community College   1998 — 2000
Associate's degree, Legal Assistant/Paralegal

Karen Bamber Karen Bamber Greater Boston Area Details
Karen Bamber's Boston Financial Data Services Experience March 1997 - May 2000
Job Sr. Manager Technology Operations at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2010 - Present
Bank of America  May 2000 - March 2009
Boston Financial Data Services   March 1997 - May 2000
Federated Investors  April 1995 - March 1997
Grossman's Inc.   May 1974 - March 1995

Skills
Vendor Management, SDLC, Business Analysis, Release Management, IT Strategy, Process Improvement, ITIL, IT Management, PMP, Visio, Data Center, Disaster Recovery, Enterprise Architecture, Financial Services, Information Technology, Management, PMO, Project Management, Requirements Analysis, Project Portfolio..., Software Documentation

Education
Boston University   2009 — 2009
Certificate, Applied Project Management

Quincy College

Jennifer Griffiths Jennifer Griffiths Greater Boston Area Details
Jennifer Griffiths's Boston Financial Data Services Experience December 2002 - March 2004
Job Vice President, Managed Account Client Experience at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments  July 2015 - Present
Fidelity Investments  July 2011 - July 2015
Fidelity Investments  May 2007 - July 2011
Fidelity Investments  March 2006 - May 2007
Fidelity Investments  May 2005 - March 2006
Fidelity Investments  March 2004 - May 2005
Boston Financial Data Services   December 2002 - March 2004

Skills
Series 7, Mutual Funds, Series 63, Bloomberg, Equities

Education
Boston University Questrom School of Business   2009 — 2010
MSIM, Investment Management/CFA

College of the Holy Cross   1998 — 2002
Bachelor of Arts (B.A.), Economics

Coyle & Cassidy High School   1994 — 1998

Sal Provanzano Sal Provanzano Greater Boston Area Details
Sal Provanzano's Boston Financial Data Services Experience 1989 - 2005
Job Vice President Finance at State Street Bank
Industry Banking
Experience
State Street Bank  Vice presidentState Street Corporation2005 - Present
Boston Financial Data Services   1989 - 2005

Skills
Equities, Asset Management, Financial Analysis, Financial Modeling, Product Control, Fixed Income, Risk Management, Mutual Funds, Securities, Financial Services, Derivatives, Hedge Funds, Fund Accounting, Alternative Investments, Bloomberg, Finance

Education
Boston University Questrom School of Business   1991 — 1996

Catherine (Spadorcia) Karatzas Catherine (Spadorcia) Karatzas Greater Boston Area Details
Catherine (Spadorcia) Karatzas's Boston Financial Data Services Experience 1999 - 2003
Job Project Manager at Wells Fargo Advantage Funds
Industry Financial Services
Experience
Wells Fargo  November 2005 - Present
Pioneer Investments  October 2003 - November 2007
Boston Financial Data Services   1999 - 2003

Education
Boston University

Notre Dame Academy

Zach Naylor Zach Naylor Greater Boston Area Details
Zach Naylor's Boston Financial Data Services Experience January 2014 - Present
Job Platform Consultant at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services   January 2014 - Present
Boston Financial Data Services   2005 - Present
Boston Financial Data Services   March 2001 - May 2006

Skills
Business Analysis, SharePoint, Customer Relations, Problem Solving, Transfer Agency, Internet, Leadership, Microsoft Office, User Experience, User Acceptance Testing, Web Applications, DST, TA2000, Web Project Management, Mutual Funds, Financial Services, Customer Service, Data Analysis, Requirements Gathering, Requirements Analysis, Microsoft Excel, Risk Management, CRM, SDLC

Education
Boston College   1988 — 1992
BS, Biology

Ron Morganelli Ron Morganelli Greater Boston Area Details
Ron Morganelli's Boston Financial Data Services Experience January 2010 - October 2010
Job Executive Director/Owner at CareWell Health Group, LLC
Industry Health, Wellness and Fitness
Experience
CareWell Health Group, LLC   February 2010 - Present
Boston Financial Data Services   January 2010 - October 2010
Boston Financial Data Services   May 1999 - March 2010
Evergreen Investments  May 1986 - March 1999
Evergreen Investments (formerly Keystone Investments)   1986 - 1999
Keystone  1986 - 1999
BNY Mellon  1984 - 1986
BNY Mellon  1984 - 1986

Skills
Process Improvement, Business Analysis, Mutual Funds, Project Management, Financial Services, Vendor Management, Risk Management, SDLC, Program Management, Strategic Planning, Change Management, Relationship Management, Alzheimer's Care, Dementia Care, Training, Team Building, Management, Project Planning, Budgets, Requirements Gathering, Account Management, Team Management, Requirements Analysis, Leadership, CRM, Healthcare, Finance, Business Process..., Customer Service, Call Centers, Team Leadership, Analysis, Operations Management, Strategy, Time Management, Business Development, Start-ups, Business Planning, Management Consulting, Leadership Development, Software Documentation, Insurance, Organizational..., Entrepreneurship, Executive Management, Cross-functional Team..., Consulting, Performance Management, New Business Development, Mergers & Acquisitions

Education
Boston University Questrom School of Business   2003 — 2004
Project Management Master's Certificate, Project Management

University of Massachusetts Boston   1980 — 1981
BS, Business Administration

Northeastern University - Graduate School of Business Administration   1976 — 1979
Bachelor's degree, Business Administration, Management and Operations

Canton High School   1973 — 1976
High School Diploma, College Prep

Craig Lamont Craig Lamont Framingham, Massachusetts Details
Craig Lamont's Boston Financial Data Services Experience September 1996 - August 1998
Job
Industry Financial Services
Experience
Craig's Auto Touch-up   June 2001 - Present
THINQ Learning Solutions  December 1999 - May 2001
FleetBoston  August 1998 - November 1999
Boston Financial Data Services   September 1996 - August 1998
Sunlife Financial  December 1994 - September 1996
Putnam Investments  January 1993 - December 1994

Skills
Project Management, Strategic Planning, Marketing Strategy, Business Analysis, Process Improvement, New Business Development, Social Media, Microsoft Office, Business Strategy, Microsoft Excel, Marketing Communications, Account Management, Business Development, Business Intelligence, Sales Management, Workshop Facilitation, Sales, Management, Leadership

Education
Boston University
Bachelor of Science (BS), College of Communications

Newton North

Newton North

Jonathan Ferrara Jonathan Ferrara Greater New York City Area Details
Jonathan Ferrara's Boston Financial Data Services Experience August 2006 - December 2008
Job SVP Product Management at FolioDynamix
Industry Financial Services
Experience
FolioDynamix  May 2009 - Present
JPMorgan Chase  December 2008 - May 2009
Boston Financial Data Services   August 2006 - December 2008
State Street  May 2004 - August 2006

Skills
Equities, Fixed Income, Wealth Management, Securities, Project Management, Mutual Funds, Portfolio Management, Product Development, Financial Services, Investment Strategies, Trading, Trading Systems, Asset Management, Separately Managed..., Product Management, Risk Management, Investment Management, Business Analysis, SDLC, Investments, Asset Allocation

Education
Rutgers, The State University of New Jersey-Newark   2005 — 2010
MBA, Business Strategy and Information Technology

Boston College   2000 — 2004
Bachelor of Science (BS), Finance, General

Deanna Dabrolet-Mitchell Deanna Dabrolet-Mitchell Greater Boston Area Details
Deanna Dabrolet-Mitchell's Boston Financial Data Services Experience 1998 - 1999
Job Sr. Financial Publishing Coordinator at John Hancock Funds, LLC
Industry Financial Services
Experience
John Hancock Funds, LLC  January 2007 - Present
Guaranty National Mortgage   September 2003 - January 2007
State Street  1999 - 2003
Boston Financial Data Services   1998 - 1999

Skills
Mutual Funds, Securities, 401k, Investments, Insurance, Financial Services, Asset Management, Relationship Management, Asset Allocation, Finance, Wealth Management, FINRA

Education
Boston University   2009 — 2009
Certificate in Paralegal Studies

Aquinas College at Milton   1997 — 1999

Quincy High School   1992 — 1996

Louis Cocce Louis Cocce Greater Boston Area Details
Louis Cocce's Boston Financial Data Services Experience 1982 - 1986
Job Systems Analyst/Project Manager Consultant Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments  January 2007 - Present
LMC Associates (Adecco Franchise)   January 2005 - September 2007
Fidelity Investments Merrimack, NH   August 2003 - December 2004
Fidelity Investments - Defined Benefits Systems / FESCO   February 2000 - August 2003
Fidelity Group Pensions International Systems/FGPI   January 1995 - January 2000
Keystone Investor Resource   January 1991 - January 1995
Keystone Investor Resource   January 1986 - January 1995
Keystone Investor Resource   January 1988 - January 1991
Keystone Investor Resource   January 1986 - January 1988
Boston Financial Data Services   1982 - 1986

Education
Boston College

Boston University
MIS Courses

Harvard University
Business Courses

Northeastern University
Systems, Finance, Accounting courses

Brendan Garrett Brendan Garrett Greater Boston Area Details
Brendan Garrett's Boston Financial Data Services Experience 1999 - Present
Job Sr Avaya Software Specialist/Field Technician and Facilities Coordinator at Boston Financial Data Services
Industry Telecommunications
Experience
Boston Financial Data Services   1999 - Present

Education
Bridgewater State University   1994 — 1999

Laura Curran Laura Curran Greater Boston Area Details
Laura Curran's Boston Financial Data Services Experience 2005 - 2007
Job Senior Account Manager/Program Underwriter at USI
Industry Insurance
Experience
USI Insurance Services  April 2007 - Present
USI Insurance Services  2007 - 2010
Boston Financial Data Services   2005 - 2007
Aon Risk Services  1995 - 2005

Skills
Property & Casualty..., Commercial Insurance, Insurance, Underwriting, Professional Liability, Commercial Lines, Casualty, Legal Liability, Workers Compensation, Brokers, Umbrella Insurance, Liability, D&O, Employee Benefits, Disability Insurance, General Insurance, Inland Marine, Account Management, Risk Management, Casualty Insurance, Health Insurance, Health Savings Accounts

Education
Northeastern University

Boston Latin School

Eric Witman Eric Witman Whitman, Massachusetts Details
Eric Witman's Boston Financial Data Services Experience July 2004 - September 2011
Job Customer Service Management
Industry Consumer Electronics
Experience
LoJack Corporation  January 2012 - Present
Boston Financial Data Services   July 2004 - September 2011
Federated Investors  September 2000 - July 2004
Telespectrum  August 1999 - August 2000

Skills
Customer Service, Employee Management, Microsoft Office, Call Centers, Management, Business Analysis, Operations Management, Mutual Funds, Process Improvement, Vendor Management, Technical Support, Customer Satisfaction, Call Center, Financial Services, Time Management, Microsoft Excel

Education
Bridgewater State University   1994 — 1997
Mathematics

Bridgewater State College Liberal

Cathedral High School College
Diploma

Isaac Sham Isaac Sham Boston, Massachusetts Details
Isaac Sham's Boston Financial Data Services Experience 2002 - 2005
Job Internal Business Consultant at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments  June 2014 - Present
Wells Fargo  January 2009 - June 2014
Evergreen Investments  November 2005 - January 2009
Boston Financial Data Services   2002 - 2005

Skills
Series 7, Series 63, Series 24, Series 6, FINRA, Leadership, Securities, Customer Service, Call Centers, Financial Services, Series 65, 529 Plans

Education
Bridgewater State University   1996 — 2000
Bachelors of Science, Political Science

Amy Leanues Amy Leanues Greater Boston Area Details
Amy Leanues's Boston Financial Data Services Experience July 2011 - Present
Job Project Manager at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services   July 2011 - Present

Education
Bridgewater State University   1986 — 1990
BS, Management

Jennifer Schatzl Jennifer Schatzl Greater Boston Area Details
Jennifer Schatzl's Boston Financial Data Services Experience 1998 - 2001
Job Computer Teacher at R & R Consultants Corporation
Industry Primary/Secondary Education
Experience
R & R Consultants, Inc.   February 2007 - Present
Canton SportsPlex   January 2003 - February 2007
Boston Financial Data Services   1998 - 2001
Boston Financial Data Services   September 1993 - October 1998

Skills
Elementary Education, Training, Educational Technology, Management, Public Speaking, Customer Service, Microsoft Excel, Leadership, Leadership Development, Process Improvement, Staff Development, Microsoft Office, Instructional Design

Education
Bridgewater State University   1989 — 1991
Bachelor of Arts, Spanish

Weymouth South High School   1981 — 1985

Erin Burnap Erin Burnap Greater Boston Area Details
Erin Burnap's Boston Financial Data Services Experience June 1998 - August 2005
Job Profile Reviewer at Care.com
Industry Marketing and Advertising
Experience
Care.com  November 2013 - Present
The Pampered Chef  2009 - August 2014
Boston Financial Data Services   June 1998 - August 2005

Skills
Event Planning, Event Management, Social Media, Marketing, Customer Service, Team Building

Education
Bridgewater State University   1997 — 2001
BA, Communication

Valerie Arena Valerie Arena Greater Boston Area Details
Valerie Arena's Boston Financial Data Services Experience December 2000 - April 2007
Job Senior Software Engineer at Mobile Heartbeat
Industry Computer Software
Experience
Mobile Heartbeat  September 2015 - Present
Atlantic Broadband  December 2014 - August 2015
GoDaddy Afternic (formerly NameMedia Afternic)   August 2012 - November 2014
Cambridge Interactive Development Corporation  December 2010 - August 2012
Modiv Media  April 2007 - December 2010
Boston Financial Data Services   December 2000 - April 2007
Quincy Public Schools & New York City Public Schools   January 1995 - January 2000
U.S. Peace Corp, Lesotho (Southern Africa)   January 1993 - January 1995

Skills
Spring, Hibernate, MyBatis, JBossESB, RESTEasy, EJB, JPA, JDBC, JMS, REST, Servlet, JSP, Hadoop, Sqoop, MapReduce, JBoss, Glassfish, Websphere, MySQL, DB2, PostgreSQL, SQL Server, JUnit, Mockito, PowerMock, Matchers, MRUnit, H2 In-Memory DB, TJWS, Eclipse, Git, Gradle, Ant, CVS, Agile Methodologies, Scrum, Kanban, JIRA, Rally

Education
Boston University - Metropolitan College   2005 — 2007
Master of Science, Computer Science

Teachers College of Columbia University   1996 — 1999
Master of Arts, Science Education

Wheaton College (MA)   1988 — 1992
Bachelor of Arts, Biology and Chemistry

James McMahon James McMahon Greater Boston Area Details
James McMahon's Boston Financial Data Services Experience July 2007 - April 2010
Job Software Engineer at Skillz, Inc
Industry Computer Software
Experience
Skillz Inc.  March 2013 - July 2015
Selventa  May 2010 - March 2013
Boston Financial Data Services   July 2007 - April 2010

Skills
Java, JavaScript, SQL, MySQL, C#, JSP, Python, jQuery, ExtJS, Ruby on Rails, Grails, Ruby, Management, Spring, Eclipse, Microsoft SQL Server

Education
Bridgewater State College   2004 — 2007
Bachelor of Science (BS), Computer Science

Al O'Neal Al O'Neal Greater Boston Area Details
Al O'Neal's Boston Financial Data Services Experience 1999 - 2001
Job SVP at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  April 2001 - Present
Boston Financial Data Services   1999 - 2001
CFDS, Limited   1996 - 1999
State Street  1982 - 1996

Education
Boston University   1993 — 1996
Master of Business Administration (MBA), Finance and Marketing

Boston College   1978 — 1982
Bachelor of Science (BS), Finance, General

David Cohan David Cohan Greater Boston Area Details
David Cohan's Boston Financial Data Services Experience January 1997 - January 1999
Job Corporate Controller at Caton Connector Corp
Industry Accounting
Experience
Caton Connector Corp  August 2015 - Present
Vacuum Process Technology LLC (VPT)   March 2013 - August 2015
Eldred Wheeler   September 2012 - February 2013
Simsbury Associates   May 2011 - August 2012
Blue Hills Spring Water   January 2004 - January 2009
Vacuum Process Technology   January 2003 - January 2004
Relocation Resources International  January 2002 - January 2003
Sturtevant Inc  January 1999 - January 2002
Boston Financial Data Services   January 1997 - January 1999
Federated Investors, Inc.   January 1994 - January 1997

Skills
Budgeting, Payroll, Quickbooks, Small Business, Accounts Payable, Bookkeeping, Accounts Receivable, General Ledger, Microsoft Office, Reconciliation, Accounting, QuickBooks, Journal Entries, Auditing, Account Reconciliation, Fixed Assets, Cash Flow, Bank Reconciliation, Invoicing, Budgets, Financial Statements

Education
Bridgewater State College   1991 — 1994
Bachelors, Management Science

F.W. Olin Graduate School of Business at Babson College
Master of Business Administration

Christopher Leong Christopher Leong Greater Boston Area Details
Christopher Leong's Boston Financial Data Services Experience September 2011 - Present
Job Consultant at Boston Financial Data Services
Industry Information Technology and Services
Experience
Boston Financial Data Services   September 2011 - Present
Boston Financial Data Services   November 2010 - May 2011
PlumChoice  June 2010 - September 2010
Hachette Book Group  July 2009 - December 2009
State Street Bank  October 2007 - March 2009
Harvard University  June 2007 - September 2007
Time Warner Book Group  October 2005 - March 2007
Aspen Technologies  January 2005 - June 2005
CVS Pharmacy  September 2004 - December 2004
Fidelity Investments  October 2003 - April 2004

Education
Boston University
Master of Science, Computer Engineering

Boston University
Bachelor of Science, Computer Engineering

Annette Corbett Annette Corbett Greater Boston Area Details
Annette Corbett's Boston Financial Data Services Experience August 2010 - Present
Job Operations Manager Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services   August 2010 - Present

Skills
Leadership, Financial Services, Mutual Funds

Education
Bridgewater State College   1998 — 2000

Thomas Woislaw Thomas Woislaw Greater Boston Area Details
Thomas Woislaw's Boston Financial Data Services Experience February 1982 - March 1983
Job Managing Director at BNY Mellon
Industry Financial Services
Experience
PNC Global Investment Servicing  Vice President & Principal OfficerSUN LIFE FINANCIALMay 1998 - April 2004
Boston Financial Data Services   February 1982 - March 1983

Education
Worcester Polytechnic Institute   1997 — 1998
UNIX / C / C++

Boston University   1984 — 1986
Computer Science, Logic, and Mathematics

Yale University   1978 — 1981
Applied Mathematics

Jessica Grady-Nugent Jessica Grady-Nugent Greater Denver Area Details
Jessica Grady-Nugent's Boston Financial Data Services Experience 2002 - 2004
Job ManagerFinancial Reporting at Charles Schwab
Industry Financial Services
Experience
Charles Schwab  July 2013 - Present
State Street  March 2007 - June 2013
Eaton Vance Corporation   June 2005 - March 2007
Boston Financial Data Services   2002 - 2004

Skills
Fund Accounting, Bloomberg, Mutual Funds, Fund Administration, Hedge Funds, Securities, Fixed Income, Equities, Derivatives, Financial Analysis, Alternative Investments, Bloomberg Terminal, Investments, Corporate Actions, Financial Services

Education
UMASS Online   2008 — 2011
MBA, Accounting

Boston University   1997 — 2002
B.A., International Relations

Amy Lecuyer, PHR Amy Lecuyer, PHR Greater Boston Area Details
Amy Lecuyer, PHR's Boston Financial Data Services Experience February 1999 - October 2000
Job Human Resources Professional
Industry Human Resources
Experience
Team Beachbody  May 2015 - Present
Apple American Group, LLC - a franchise division of Applebee's   July 2013 - January 2015
Reinhart AGAR FoodService   August 2012 - May 2013
Papa Gino's  March 2009 - August 2012
Broder Bros., Co.   January 2007 - November 2008
Bank of America  January 2001 - December 2005
Boston Financial Data Services   February 1999 - October 2000

Skills
Employee Relations, Onboarding, Recruiting, Training, Performance Management, Talent Management, Coaching, Human Resources, HRIS, Customer Service, Succession Planning, Training Design and..., Training Delivery, Workshop Facilitation, Talent Acquisition, Benefits Administration, Organizational..., Employee Training, Personnel Management, Applicant Tracking..., Leadership Development, Hiring, New Hire Orientations, Employee Engagement, Deferred Compensation, Workforce Planning, Organizational..., Management, Team Building, Leadership

Education
Southern New Hampshire University   2012 — 2016
MS, Organizational Leadership

Bridgewater State University
Bachelor of Arts (B.A.), Communication Studies

David Forrand David Forrand Providence, Rhode Island Area Details
David Forrand's Boston Financial Data Services Experience 1986 - September 1998
Job Environmental Technician at ARCADIS
Industry Environmental Services
Experience
ARCADIS  September 1998 - Present
Boston Financial Data Services   1986 - September 1998

Skills
Sustainability

Education
Bridgewater State University   1990 — 1995
B.S., Environmental & Resource Management

Andrew Popp Andrew Popp Greater Boston Area Details
Andrew Popp's Boston Financial Data Services Experience April 2014 - Present
Job Client Services Support Analyst at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services   April 2014 - Present
Boston Financial Data Services   December 2012 - April 2014
Boston Financial Data Services   September 2009 - January 2013

Skills
Financial Analysis, Chartered Financial..., Mutual Funds, Financial Services, Investments, Securities, Risk Management, Equities, Relationship Management, Asset Management, Finance, Portfolio Management, Fixed Income, Financial Modeling, Process Improvement

Education
Suffolk University   2009 — 2016
Master's Degree, Finance, 3.7

Bridgewater State University   2004 — 2009
Bachelor of Science (BS), Accounting and Finance

Denise (Hurley) Walsh Denise (Hurley) Walsh Greater Boston Area Details
Denise (Hurley) Walsh's Boston Financial Data Services Experience January 2014 - Present
Job Client Relations Sr Advisor
Industry Financial Services
Experience
Boston Financial Data Services   January 2014 - Present
PharMerica  August 2012 - December 2013
J.P. Morgan   January 1998 - June 2011
Scudder Stevens and Clark  September 1989 - January 1998

Skills
Process Improvement, Relationship Management, Business Analysis, Visio, Service Delivery, Risk Management, Vendor Management, Mutual Funds, Requirements Gathering, Securities

Education
Bridgewater State College   1985 — 1991
Bachelorr, Management Scient

Shelly Malloy Shelly Malloy Braintree, Massachusetts Details
Shelly Malloy's Boston Financial Data Services Experience October 1995 - September 2011
Job Senior Java Developer/Consultant
Industry Computer Software
Experience
Executive Office of Health and Human Services (EOHHS)   December 2012 - Present
Boston Financial Data Services   October 1995 - September 2011
Boston Financial Data Services   October 2005 - 2011
Boston Financial Data Services   2000 - 2004
Boston Financial Data Services   1997 - 1999
Boston Financial Data Services   1995 - 1996

Skills
Eclipse, Java Server Faces, Weblogic, Primefaces, Hibernate, Java, Wireframes, SDLC, Requirements Analysis, Databases, XML, JDBC, Agile Methodologies, JSP, HTML, jQuery, Access, SQL, Business Analysis, Spring, Business Intelligence, Crystal Reports XI, CSS, C/C++, COBOL, Visual Basic, T-SQL, Ant, JavaScript, Tomcat, Database Design, Web Applications, Java Enterprise Edition, Systems Analysis, Microsoft SQL Server, POI, SQL Server 2005/2000, DB2, SAP XI, JRun, Crystal Reports, Reporting Services, Data Warehousing, SQL Server, Requirements Gathering, Process Improvement, Spring Framework

Education
University of Massachusetts Boston

University Of Massachusetts
Certificate (Undergraduate)

Bridgewater State University
Bachelor of Science

Massasoit Community College
Associate of Science

Salvatore Ciulla Salvatore Ciulla Greater Boston Area Details
Salvatore Ciulla's Boston Financial Data Services Experience August 2011 - April 2012
Job Associate at Law Offices of Mitchell Garabedian
Industry Law Practice
Experience
Law Offices of Mitchell Garabedian   April 2012 - Present
Boston Financial Data Services   August 2011 - April 2012
Boston University School of Law  January 2011 - May 2011
Boston Financial Data Services   May 2010 - August 2010

Skills
Legal Writing, Legal Research, Criminal Law, Market Research, Database Management, Word, Excel, PowerPoint, Process Improvement, Microsoft Excel, Customer Service, Civil Litigation, Courts, Research, Finance, Litigation, Microsoft Word

Education
Boston University School of Law   2008 — 2011
J.D., Criminal Law

Stonehill College   2004 — 2008
Bachelor of Arts, Criminology

Donna Brand Donna Brand Greater Boston Area Details
Donna Brand's Boston Financial Data Services Experience 2005 - 2007
Job Senior Compliance Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman  November 2007 - Present
Boston Financial Data Services   2005 - 2007
RPM  2000 - 2005
Sears, Roebuck and Co.   1987 - 2000

Skills
Excel, Customer Relations, Compliance, Securities, Microsoft Excel

Education
Bridgewater State College   1990 — 1995
BS, Accounting

Gregory Chernecky Gregory Chernecky Greater Boston Area Details
Gregory Chernecky's Boston Financial Data Services Experience November 1998 - October 2010
Job Credit Analyst at Philips Lightolier
Industry Accounting
Experience
Philips Lightolier  May 2012 - Present
Boston Financial Data Services   November 1998 - October 2010
JWG Associates  1995 - 1998

Education
Eastern Nazarene College   2001 — 2003
BS, Management Information Systems

Boston University

Dale Loomis Dale Loomis Greater Boston Area Details
Dale Loomis's Boston Financial Data Services Experience May 1998 - January 2000
Job Legal Services Professional
Industry Legal Services
Experience
Deutsche Asset & Wealth Management  August 2014 - Present
Beacon Hill Staffing Group  August 2012 - July 2014
The Nagler Group  August 2011 - July 2012
Kelly Law Registry  June 2011 - July 2011
John Hancock Financial Services  November 2006 - October 2010
Kelly Law Registry  2005 - 2006
Deutsche Bank  February 2000 - June 2005
Boston Financial Data Services   May 1998 - January 2000
Chubb LifeAmerica  March 1988 - October 1993

Skills
Corporate Law, Annuity, Corporate Governance, Mutual Funds, Securities, Contract Negotiation, Legal Writing, SEC filings, Document Review, Legal Research, FINRA, Fixed Annuities, Insurance, Litigation Support, Legal Compliance, Due Diligence, Investments, SEC, Westlaw, Securities Regulation

Education
Boston College Law School   1982 — 1985
JD, Law

Wellesley College   1979 — 1981
B.A., Political Science - English

Mount Holyoke College   1976 — 1979
English and Political Science

MacDuffie School   1970 — 1976
college prep

Sherman Everhart Sherman Everhart Greater Boston Area Details
Sherman Everhart's Boston Financial Data Services Experience July 2004 - February 2006
Job Participant Services Representative at Mercer
Industry Financial Services
Experience
Mercer  April 2014 - Present
Sovereign Bank  May 2012 - March 2014
BNY Mellon  August 2011 - April 2012
CVS Caremark Corporation  May 2011 - July 2011
Vermont Fire Technologies   January 2009 - November 2010
Comcast  December 2006 - November 2008
Boston Financial Data Services   July 2004 - February 2006
Putnam Investments  June 1996 - March 2003
US Army  September 1979 - June 1990

Skills
Banking, Customer Service, Automotive Service..., Logistics Management, Financial Analysis, Organizational..., Financial Services, Call Centers, Fire Service, Athletics, Management, Finance, Budgets, Troubleshooting, Investments, Relationship Management, Leadership, Project Management, Customer Relations, Analysis, Outlook, Time Management, Business Strategy, Coaching, Accounting, Credit Cards, Portfolio Management, Business Analysis, Customer Experience, Team Leadership, Logistics, Credit, Access, Financial Planning, Asset Management, Retirement Planning, Financial Risk, Teamwork, Small Business, Policy, Project Planning, Retail Banking

Education
Boston University   1981 — 1982
MSBA, Management

The Pennsylvania State University   1975 — 1979
BS, Accounting

Apponequet Regional HS   1971 — 1975
High School diploma, college

Aistis Podziukas Aistis Podziukas Greater Boston Area Details
Aistis Podziukas's Boston Financial Data Services Experience November 2014 - Present
Job Project Manager I at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services   November 2014 - Present
Boston Financial Data Services   February 2012 - November 2014
Broadridge  January 2007 - February 2012
Chomp  July 2008 - October 2008
Peppercorns Restaurant & Catering   May 2003 - January 2007

Skills
Time Management, Process Improvement, Financial Services, Customer Service, Team Leadership, Project Coordination, Project Planning, SharePoint, Microsoft Excel, PowerPoint, Outlook, Training, Microsoft Office, Microsoft Word, Mutual Funds, Quality Control, Relationship Management, Securities

Education
Bridgewater State College   2011 — 2013
Bachelors, Economics

Massasoit Community College   2008 — 2010
Associates, Business Administration

Massasoit Community College   2003 — 2006
Associates, Culinary Arts

Leonard Gosule Leonard Gosule Greater Boston Area Details
Leonard Gosule's Boston Financial Data Services Experience December 2007 - December 2008
Job Insurance Agent at Bankers Life & Casualty
Industry Government Administration
Experience
Bankers Life & Casualty  October 2011 - May 2012
U.S. Internal Revenue Service   October 2010 - May 2011
Boston Financial Data Services   December 2007 - December 2008
Federal Reserve Bank of Boston  2000 - 2005

Skills
Customer Service, Chemistry, Federal Administration, Public Speaking, Analysis, Team Building, Strategic Planning, Research, Management, Employee Relations, Recruiting, Insurance, Term Life Insurance, Disability Insurance, Fixed Annuities, Life Insurance

Education
University of Oregon   1969 — 1976
PhD, Chemistry

Brandeis University   1961 — 1965
B.A., Chemistry

Peyton Chou Peyton Chou Greater Boston Area Details
Peyton Chou's Boston Financial Data Services Experience May 2013 - Present
Job Application Support Analyst at Boston Financial Data Services
Industry Information Technology and Services
Experience
Boston Financial Data Services   May 2013 - Present
iWalk  January 2013 - March 2013
Codix  February 2012 - November 2012
Deutsche Bank  July 2011 - November 2011
ABC Money Transactions Inc   December 2008 - June 2011
MFS Investment Management  March 2007 - November 2008
Investors Bank & Trust  October 2006 - March 2007
Bank of America Corp  November 2005 - October 2006
Boston Financial Data Services   February 2005 - October 2005
State Street Corp  June 2001 - January 2005

Skills
Financial Analysis, Financial Reporting, Financial Accounting, Information Technology, Network Administration, System Administration, Systems Analysis, Business Analysis, Desktop Administration, Help Desk Support

Education
University of Massachusetts, Amherst   1998 — 2001
BA, Economics

Boston College   1997 — 1998

Kevin Costantino Kevin Costantino Greater Boston Area Details
Kevin Costantino's Boston Financial Data Services Experience 2000 - 2003
Job
Industry Financial Services
Experience
UPS  2011 - Present
Managers Investment Group  2003 - 2010
Boston Financial Data Services   2000 - 2003

Education
Boston University Questrom School of Business

Northeastern University
BS, Finance/Management

Caroline Muiruri Caroline Muiruri Greater Boston Area Details
Caroline Muiruri's Boston Financial Data Services Experience 1998 - July 2000
Job Attorney at Muiruri Law, LLC
Industry Law Practice
Experience
Muiruri Law, LLC   2013 - Present
Sun Life Financial  1999 - Present
Boston Financial Data Services   1998 - July 2000

Skills
Compliance, Claim Appeals, Legal Research, Domestic Relations, Immigration Law, Estate Planning, Contract Law, Public Speaking

Education
Bridgewater State College
Bachelor of Arts (B.A.), Mass Communication/Media Studies

Massachusetts School of Law
Doctor of Law (JD), Law

Eric Wolfenden Eric Wolfenden Dedham, Massachusetts Details
Eric Wolfenden's Boston Financial Data Services Experience July 2004 - December 2005
Job Trust Operations Senior Associate at New York Life Retirement Plan Services
Industry Financial Services
Experience
New York Life Retirement Plan Services  February 2006 - Present
Boston Financial Data Services   July 2004 - December 2005
Federated Investors, Inc.   October 2002 - July 2004

Skills
Customer Service, Project Management, Public Speaking, Microsoft Excel, Leadership, Strategic Planning, Team Building

Education
Bridgewater State College   1996 — 2000
Bachelor of Arts (BA), Psychology

Jacqueline (Seeley) Heiskell Jacqueline (Seeley) Heiskell Quincy, Massachusetts Details
Jacqueline (Seeley) Heiskell's Boston Financial Data Services Experience June 2014 - Present
Job Client Service Officer at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services   June 2014 - Present
NRS - National Regulatory Services  August 2000 - July 2014
Fidelity Investments  August 1996 - July 2000

Skills
Securities, Mutual Funds, Financial Services, Alternative Investments, Hedge Funds, FINRA, 401k, AML, Investment Advisory

Education
Suffolk University - Sawyer School of Management   1998 — 2001
Master of Business Administration (MBA)

Framingham State College   1990 — 1994
Bachelor of Science (B.S.), Business Administration and Management, General

Boston Latin School

Rosy Chen Rosy Chen Boston, Massachusetts Details
Rosy Chen's Boston Financial Data Services Experience July 2011 - August 2011
Job Student at Boston University
Industry
Experience
Boston University Information Services and Technology   September 2013 - Present
Spotify  2013 - December 2013
State Street  July 2012 - August 2013
Boston Financial Data Services   July 2011 - August 2011

Skills
Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, C++

Education
Boston University   2013 — 2017
Bachelor's degree

Boston Latin School   2007 — 2013

Rizan Li Rizan Li Brighton, Massachusetts Details
Rizan Li's Boston Financial Data Services Experience July 2011 - August 2011
Job Student at Boston College
Industry
Experience
Boston College Instructional Design & e-Teaching Services   January 2015 - Present
Boston College Instructional Design & e-Teaching Services   September 2014 - December 2014
Boston College  August 2014 - August 2014
Boston College Office of Residential Life - Summer Operations   May 2014 - August 2014
State Street  July 2013 - August 2013
John Snow, Inc. (JSI)   November 2012 - June 2013
State Street  July 2012 - August 2012
Boston Financial Data Services   July 2011 - August 2011

Education
Boston College   2013 — 2017
Bachelor of Science in Management

Boston Latin School   2009 — 2013
High School Diploma

Christopher Liao Christopher Liao Jamaica Plain, Massachusetts Details
Christopher Liao's Boston Financial Data Services Experience July 2014 - August 2014
Job PIC Intern at Boston Financial Data Services
Industry
Experience
Boston Financial Data Services   July 2014 - August 2014

Education
Boston Latin School   2009 — 2015

Bill Fitzgibbon Bill Fitzgibbon Greater Boston Area Details
Bill Fitzgibbon's Boston Financial Data Services Experience 2014 - Present
Job Compliance Fund Administrator Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services   2014 - Present
Boston Financial Data Services   October 2013 - November 2014
Mercer  July 2007 - December 2008
Mercer  September 2005 - June 2007
Putnam Investments  May 1994 - April 2001

Skills
Client Service Oriented, Operational Excellence, Project Management, Accurate Record Keeping, Quality Control, Sense Of Urgency, Pay Close Attention to..., Managing Deadlines, Technical Ability, Adaptability

Education
Bridgewater State University   1988 — 1992
Bachelor of Science (BS), Political Science and Government

Weymouth South High School   1984 — 1988
College Prep

Erin Mincey Erin Mincey Greater Boston Area Details
Erin Mincey's Boston Financial Data Services Experience
Job Implementation Specialist at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services  

Skills
Customer Service, Business Analysis, Process Improvement, Project Management, Microsoft Excel, Analysis, Vendor Management, SDLC, Financial Analysis, Requirements Analysis

Education
Bridgewater State University
Communication and Media Studies

Pauline Weiss Pauline Weiss Greater Boston Area Details
Pauline Weiss's Boston Financial Data Services Experience April 1999 - May 2006
Job Mining & Metals Professional
Industry Mining & Metals
Experience
HOme  2015 - 2015
H.C. Starck   June 2011 - October 2011
MediaTek  November 2007 - June 2011
Milton Hospital Foundation Inc   March 2007 - November 2007
Computer Science Corporation  February 2006 - March 2007
Boston Financial Data Services   April 1999 - May 2006
State Street  June 2004 - November 2005

Skills
Analysis, Variance Analysis, Financial Analysis, Management, Account Reconciliation, SAP, Accounting, Sarbanes-Oxley Act, Auditing, Budgets, General Ledger

Education
Boston University   2004 — 2007
Master’s Degree

Northeastern University   2001 — 2003
Bachelor’s Degree, Accounting and Finance

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