Experience
T.W. Ponessa Counseling Services, Inc.   November 2012 - Present
Boston Financial Data Services   December 2004 - August 2012

Education
Bridgewater State University   2000 — 2004
Bachelor of Science (B.S.), Psychology

Experience
State Street Bank  June 2001 - Present
Boston Financial Data Services   June 2001 - Present
FleetBoston Financial  1999 - 2001
Bank of Boston  1988 - 1999
Devine Millimet & Branch  1985 - 1988

Skills
Securities, Mutual Funds, Financial Services, Corporate Governance, Corporate Law, Contract Negotiation, ERISA, AML, Relationship Management

Education
Emory University School of Law   1982 — 1985
JD, Law

Cornell University   1977 — 1981
B.A., Psychology

Experience
Boston Financial Data Services   May 2010 - Present

Skills
Financial Analysis, Microsoft Excel, Accounting, Microsoft Word, PowerPoint, Microsoft Office, Financial Reporting, Mutual Funds, Access

Education
University of Kansas - Graduate School of Business   2012 — 2013
Master's degree, Accounting

Concordia University-Seward   2005 — 2008
Bachelor's degree, Psychology

Experience
Blue Cross Blue Shield of Massachusetts  April 2013 - Present
Blue Cross Blue Shield of Massachusetts  August 2011 - April 2013
Boston Financial Data Services   April 2010 - August 2011
Boston Financial Data Services   April 2008 - April 2010
Boston Financial Data Services   July 2006 - April 2008
Boston Financial Data Services   August 2005 - July 2006

Skills
Advertising, Quality Control, Vendor Management, Business Analysis, Process Improvement, Risk Management, Program Management, Insurance, CRM, Team Leadership, Strategic Planning, Financial Services, Consulting, Management, SDLC, Web Applications, Project Management, Resource Management

Education
Suffolk University - Sawyer Business School   2007 — 2009
Global MBA, International Marketing

Coastal Carolina University   2001 — 2005
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services

Experience
JPMorgan Asset Management  February 2015 - Present
JPMorgan Asset Management  May 2013 - Present
M3Sixty Admin LLC   September 2012 - May 2013
Boston Financial Data Services   January 2009 - January 2012
DST SYSTEMS, INC  January 2008 - January 2009
Boston Financial Data Services   January 2002 - January 2008
DST Systems  January 2001 - January 2002
DST Systems  January 1999 - January 2001
DST Systems  January 1996 - January 1999

Skills
Strategic Planning, Team Leadership, Mutual Funds, Change Management, Financial Services, Operations Management, Team Building, Vendor Management, Problem Solving, Process Improvement, Project Management, Business Relationship..., Coaching, Mentoring, Relationship Management, Analysis, Call Centers, CRM, Business Process..., Banking, Leadership, Securities, Back Office, Requirements Gathering

Education
Columbia College
Associate of Arts, Business Management

Experience
Boston Financial Data Services   July 1990 - Present

Skills
Finance, Financial Services, Business Analysis, Financial Analysis

Education
Bridgewater State College

Experience
DST Retirement Solutions  July 2015 - Present
DST Retirement Solutions  October 2012 - July 2015
DST Retirement Solutions  September 2011 - October 2012
DST Retirement Solutions  April 2007 - October 2011
Boston Financial Data Services   July 2005 - April 2007
Boston Financial Data Services   September 2004 - July 2005

Skills
Retirement, 401k, Financial Services, Process Improvement, Microsoft Excel, Microsoft Word, ERISA, DST, Trac, TA2000, Customer Service, Form 5500, Compliance Testing, Qualified Retirement..., AWD, Microsoft Office, Team Leadership, Management

Education
Bridgewater State College   1998 — 2004
Bachelor of Science (B.S.), Psychology

Experience
Boston Financial Data Services   October 2005 - Present
Natixis Global Asset Management  August 1999 - October 2005
Putnam Investments  November 1997 - August 1999

Skills
Analysis, Financial Services, NSCC, FundSERV, Mutual Funds, Call Centers, Project Management, Key Client Relationships, Risk Management, AML, Microsoft Office, Qualified Retirement..., Finance, Investments, Customer Service, Process Improvement, Relationship Management, Securities

Education
City University of New York City College
Bachelor of Arts (BA), Sociology

Experience
Boston Financial Data Services   September 2002 - Present
YMCA of Greater Boston  June 1997 - August 2002

Skills
Financial Services, Risk Management, Process Improvement, Relationship Management, Mutual Funds, Finance, Securities, Banking, Business Analysis, Financial Analysis, Equities, Derivatives, Investments, Analysis, Customer Service, Financial Risk, Portfolio Management, Leadership, Call Centers, Operations Management, Team Leadership, Management, Microsoft Excel, Microsoft Office, Change Management, Project Management

Education
University of Phoenix   2008 — 2015
Bachelor's degree, Business Administration and Management, General

Bunker Hill Community College   1998 — 2001
Human Services, General

Experience
Tecolote Research, Inc.   2009 - Present
Boston Financial Data Services   June 2008 - April 2009

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Outlook, Analysis, Financial Analysis, Data Analysis, Government, Risk Management, Budgets, Forecasting, Microsoft Word, Research, Program Management, Financial Reporting, Statistics, Strategic Planning, Project Planning, Contract Management

Education
Colby College   2004 — 2008
BA, Economics

Experience
Fidessa  February 2014 - Present
Triumvirate Environmental  October 2013 - February 2014
Sanofi  2011 - April 2013
Olympus NDT  June 2011 - November 2011
CompuCom (On-site at Pfizer)   April 2011 - May 2011
Boston Financial Data Services   August 2010 - January 2011
Year Up  2010 - 2011
Shaw's Supermarket  August 2007 - February 2009

Skills
Desktop Support, Helpdesk Support, Team Leadership, Windows Server, Technical Support, Active Directory, VMware, Help Desk Support, Operating Systems, Windows 7, Windows XP, Troubleshooting, Hardware, Microsoft Exchange, Networking, VPN, Citrix, Software Installation, Windows, SCCM, Blackberry, BMC Remedy, HP, Computer Hardware, Laptops, Remote Desktop, Printers, Desktop Computers, Dell Computers, A+ Certified, Servers, System Administration, Computer Repair, Antivirus, Virtualization, Disaster Recovery

Education
Bunker Hill Community College   2011 — 2012
In Progress, Computer and Digital Forensics

Cambridge College   2010 — 2011

Year Up, Inc   2010 — 2011
Technical Certificate; B.S, Information Technology; Business management

Brockton High School   2004 — 2008
High School Diploma

Experience
Motus, LLC  August 2014 - Present
Boston Financial Data Services   November 2013 - March 2014
Mercer Management Consulting  July 2013 - October 2013
Boston Financial Data Services   February 2012 - July 2013
Steward Health Care  January 2013 - June 2013
Cambridge College  August 2012 - June 2013
Broadridge Financial Solutions  October 2009 - May 2011

Skills
Meditech, PowerPoint, Finance, Microsoft Excel, Mutual Funds, Photoshop, Microsoft Word, Training, Business Analysis, Process Improvement, Securities, Banking, Customer Service, Microsoft Office, Analysis, Hedge Funds, Call Centers, Portfolio Management, Leadership, Financial Analysis, Teamwork, Data Analysis

Education
Cambridge College   2012 — 2016
BS in Management

Year up   2012 — 2013
Finance and Financial Management Services

Experience
DST Systems  December 2014 - Present
DST Systems  August 2012 - December 2014
BNY Mellon Asset Servicing  March 2010 - August 2012
Mike Faria   February 2009 - February 2010
Source4  January 2005 - February 2009
Standard Register  May 2003 - September 2004
Vestcom  April 2002 - April 2003
DST Output  August 1998 - April 2002
Boston Financial Data Services   September 1993 - July 1998
First Data Corporation  April 1992 - September 1993

Skills
Salesforce.com..., Salesforce.com..., Salesforce.com, Salesforce.com..., Salesforce Training, Account Management, CRM, Salesforce.com..., Project Management, Direct Marketing, Process Improvement, Management, Sales, Leadership, Quality Assurance, Operations Management, Business Intelligence, Data Analysis, Database Marketing, Outsourcing, Product Development, Financial Services, Product Marketing, Strengthening Client..., Print Management, Transfer Agency, Marketing, New Business Development, Business Process, Statistical Data..., Strategic Consulting, Fulfillment Services, Customer Service, Business Analysis, Team Management, Promotional Solutions, Customer Engagement, Big Data, Output Management, Sales Support, Consulting & Insights, Database Management, Customer Communications

Education
Lesley University   1995 — 2008
Business Management

Community College of Rhode Island   1990 — 1993
Associates, Accounting

Taunton High

Experience
Unitel, Inc.   September 2012 - Present
Independent Contractor  July 2009 - September 2012
Independent  January 2009 - September 2012
Unitel, Inc.   April 2006 - July 2009
unitel Inc  April 2006 - July 2009
Boston Financial Data Services, Inc  January 1994 - January 2005
Boston Financial Data Services   1993 - 2004
Supervised Service Company   January 1989 - September 1991
Pegasystems Inc  April 1989 - January 1991
Advanced Information Service Company   January 1987 - January 1991

Skills
Business Process Design, Change Management, Risk Management, Program Management, CRM, Disaster Recovery, Account Management, SDLC

Education
Public Administration CoursesBoston State College   1975 — 1978
AS, Law Enforcement

Cape Cod Community College   1974 — 1975
Associates, Law Enforcement

University of Massachusetts Boston   1973 — 1975
Bachelor of Science (B.S.), Public Administration

Experience
Boston Financial Data Services   May 2015 - Present
Boston Financial Data Services   November 2013 - May 2015
Boston Financial Data Services   July 2004 - October 2013
Toastmasters International  November 2012 - June 2013
Toastmasters International  July 2012 - June 2013
Federated Investors  January 2002 - June 2004
John Hancock  March 1999 - November 2001
Chase Global Funds   1998 - 1998

Skills
Instructional Design, Classroom Instruction, Curriculum Design, Staff Development, Leadership Development, Instructor-led Training, Coaching, E-Learning, Organizational..., Personal Development, Team Building, Classroom, Virtual Training, Adult Education, Organizational..., Blended Learning, Training, Leadership, Career Development, Financial Services, Process Improvement, Research, Project Management, Business Analysis, Management, Vendor Management, Risk Management, Customer Service, Analysis, Program Management, Public Speaking, Mutual Funds, Relationship Management, Team Leadership, Change Management, SDLC, Business Process..., CRM, Call Centers, Requirements Analysis, Microsoft Excel, Investments

Education
Villanova University   2013 — 2014
Master Certificate, Business Analysis

Suffolk University - Sawyer Business School   2005 — 2007
MBA, Finance

Missouri State University   1994 — 1997
BS, Communication Disorders with a concentration in Speech Language Pathology

Brigham Young University - Idaho   1991 — 1993
Associate's degree, General

Experience
Corrigan Financial, Inc.   June 2014 - Present
Charland, Marciano & Company CPA's   December 2011 - June 2014
Independent Accounting Professional  December 2007 - December 2011
NETT   January 2008 - July 2011
Bank of America  January 2006 - December 2007
Boston Financial Data Services   September 2005 - January 2006

Skills
Accounting, Account Reconciliation, QuickBooks, General Ledger, Auditing, Financial Analysis, Accounts Receivable, Accounts Payable, Microsoft Excel, Customer Service, Microsoft Word, Sales

Education
University of Massachusetts   2009 — 2010
MS, Accounting

Bryant University   2006 — 2008
MBA

Providence College   2003 — 2005
BA, Liberal Studies; Business Administration

Experience
State Street  September 2014 - Present
Boston Financial Data Services   January 2014 - July 2014
Viet-AID (Vietnamese American Initiative Development)   January 2012 - June 2013
Dunkin Donuts  May 2008 - June 2012

Skills
Vietnamese, Microsoft Excel, Microsoft Word, Finance, Customer Service, PowerPoint, Time Management, Teamwork, Telephone Skills, Accounting, Staff Development, Data Entry

Education
Cambridge College   2013 — 2014
BS Manangement

Year Up   2013 — 2014
Financial Operations Training

Experience
Winslow Technology Group  January 2012 - Present
Winslow Technology Group  January 2011 - December 2011
Winslow Technology Group  January 2009 - January 2011
Boston Financial Data Services   January 2008 - June 2008

Skills
Disaster Recovery, Deduplication, Virtualization, Storage, SAN, Storage Virtualization, Archiving, VMware, Compellent, CommVault, Dell, CRM, Sales, Salesforce.com, Solution Selling, Cloud Computing, SaaS, Strategy, Management, Enterprise Software, Data Center, Professional Services, Microsoft CRM, CRM Integration, Sales Operations, Leadership, Channel Partners, Microsoft Office, Customer Service, NAS, Account Management, Storage Solutions, Analysis, Business Development, Sales Management

Education
Northeastern University   2007 — 2010
BSBA, Dual Concentration: Entrepreneurship & New Venture Management, Marketing

Bryant University   2006 — 2006
Candidate for BSBA, Coursework in Finance

Matignon

Matignon

Matignon High School

Experience
PJA Advertising + Marketing  August 2014 - Present
PJA Advertising + Marketing  January 2013 - August 2014
Grow Socially  April 2010 - January 2013
Boston Financial Data Services   February 2009 - February 2010
The Planetary Group  June 2008 - October 2008
CBS Radio WBCN-FM 104.1   January 2008 - May 2008
WMLN   October 2006 - May 2008
The Planetary Group  May 2007 - September 2007

Skills
Email Marketing, Facebook, Online Marketing, Social Media Marketing, Social Media, Blogging, Social Networking, Online Advertising, Google Analytics, SEO, Social Media Measurement, Podcasting, Marketing Strategy, Content Marketing, Advertising, Mobile Marketing, Digital Marketing, Integrated Marketing, Social Media Monitoring, Digital Strategy, Wordpress, Web Analytics, Social Marketing, Social Media Development, Media Relations, Web Content Management, Digital Media, Analytics, B2B Marketing, Interactive Marketing, Content Strategy, Corporate Blogging, Brand Awareness, Facebook Marketing, Online Reputation..., Editing for Web, Content Management, Strategic Content..., Influencer Marketing, Strategic Planning, Social Media Advertising, Reputation Management, Marketing, Lead Generation, Marketing Communications

Education
Curry College   2004 — 2008
Bachelor's, Communication

Experience
Transcendence   February 2001 - Present
CompuWorks Systems Inc.   October 2014 - Present
IDEO  October 2002 - April 2008
Snap-Tex International LLC   January 1998 - September 2002
Snap-Tex Systems, Inc.   March 1993 - January 1998
Boston Financial Data Services   June 1985 - October 1991

Skills
Event Management, Creative Direction, Public Relations, Branded Environments, Client Liaison, Client Relations, Project Management, Integrated Marketing, Public Speaking, Training, Experience Design, Design Thinking, Marketing Management, Brand Architecture, Seminar Presentations, Advertising, Creative Strategy, Marketing, Management, Adobe Creative Suite, Microsoft Office, Microsoft Publisher

Education
Stonehill College

Bristol Community College

International Culinary Center
Pastry Arts

Experience
EMI Strategic Marketing  July 2014 - October 2014
OneUnited Bank  December 2012 - July 2014
Bakers Footwear Group  April 2011 - October 2011
Boston Financial Data Services   January 2011 - August 2011

Skills
Customer Service, Time Management, Written Communication, Administrative..., Filing, Sales, Microsoft Office, Microsoft Word, Outlook, PowerPoint, Data Entry, Social Media, Marketing

Education
Bunker Hill Community College
Bachelor of Business Administration (BBA), Accounting and Business/Management

Cambridge College

Experience
Iron Mountain  February 2013 - Present
Boston Financial Data Services   October 2012 - February 2013
Iron Mountain  February 2012 - October 2012
Commonwealth of Massachusetts  December 2007 - February 2012
Fishnet NewMedia   June 2007 - December 2007

Skills
HTML + CSS, Adobe Creative Suite, Apple Macintosh, Graphic Design, Photoshop, Web Design, HTML, Mac OS X, Mac, InDesign, Microsoft Office, CSS, Social Media, Dreamweaver, Video Editing, QuarkXPress, Adobe Acrobat, PowerPoint, Retouching, OS X, Online Marketing, Web Analytics, CMS, Photography, Advertising, User Experience, Social Media Marketing, Google Analytics, Website Development, Email Marketing, SEO, Marketing, Brochures, Web Development, Content Management, HTML 5, Google Adwords, Layout, Usability, Landing Page..., Eloqua, Web Marketing

Education
Cape Cod Community College

Cape Cod Community College   2003 — 2007
Liberal Arts, Visual Arts

Cape Cod Community College
Associates, Liberal/Visual Arts

Experience
Boston Financial Data Services   January 2013 - Present
Gloria Beauty Salon   March 2012 - October 2012
MacDonald’s  November 2011 - June 2012
ABCD- Youth Media Workshop   February 2010 - August 2010

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Public Speaking, Social Media, Data Entry, Access, Outlook

Education
Cambridge College   2012 — 2017

Jupiter Beauty School   2011 — 2012
Nail Technician

Boston International High School   2008 — 2012
High School Diploma

Experience
TJX  August 2013 - Present
Alex and Ani USA  May 2012 - August 2013
Boston Financial Data Services   July 2008 - May 2012

Skills
Mutual Funds, Investments, Financial Analysis, Financial Services, Financial Reporting, Accounting, Finance, Accounts Payable, Microsoft Word, PowerPoint, Access, Insurance, Inventory Management, Mergers & Acquisitions, Outlook, Leadership, Financial Accounting, Strategic Financial..., QuickBooks, Financial Modeling, Due Diligence, Microsoft Excel, Financial Audits, Financial Risk, Microsoft Office, Budgets, Customer Service

Education
Johnson and Wales University   2009 — 2011
Master of Business Administration (MBA), Organizational Leadership

Bryant University   2004 — 2008
Bachelor of Business Administration (B.B.A.), Accounting

Experience
The Keyes Company  November 2013 - Present
Keller Williams Realty  April 2010 - May 2013
Straube Associates  November 2006 - December 2007
Sepracor, Inc.   February 2005 - June 2006
GTECH  January 2004 - November 2004
Boston Financial Data Services   July 2000 - November 2002
Fidelity Investments  January 1996 - June 2000
Right Management  1989 - 1995

Skills
Real Estate, Relocation, Residential Homes, Sales, Sellers, Waterfront, Management, Buyer Representation, Vacation Homes, Entrepreneurship, Investors, Referrals, Marketing, Coastal Properties, Luxury Lifestyle, Communications, Customer Service and..., Real Estate Consultant

Education
Cambridge College   1990 — 1993
Masters of Education, Management

Masconomet

Experience
Boston Financial Data Services   May 2012 - Present
The First, N.A.   May 2010 - May 2012
Oxford Federal Credit Union   May 2009 - December 2009

Skills
Business Analysis, Customer Service, Financial Analysis, Financial Services, Microsoft Excel, Process Improvement, Project Management, Risk Management

Education
Central Maine Community College   2008 — 2010
Associate's degree, Business Administration and Management, General

Experience
Boston Financial Data Services   July 2013 - Present
Beth Israel Deaconess Hospital-Milton  June 2012 - August 2012
Work Out World Fitness Gym   July 2011 - May 2012

Skills
French-speaking, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Artistic Vision, Sales, Customer Service, Microsoft Office, Finance, Data Entry, Windows, English, Teamwork, Time Management, Financial Analysis, Critical Thinking, Research, Troubleshooting, Accounting, Windows 7

Education
Quincy College   2014 — 2016
Associate's degree, Accounting

Cambridge College   2013 — 2014
Accounting and Business/Management

Randolph High School   2010 — 2012

Experience
Schneider Electric  2013 - Present
Edwards Wildman Palmer LLP  2010 - 2013
Edwards Wildman Palmer LLP  2010 - 2013
Blue Cross Blue Shield of Rhode Island  2006 - 2010
The Affiliated Alan Gray Companies   2004 - 2006
GTECH Corporation GTECH Corporation   2003 - 2004
Providence Washington Insurance Company  2002 - 2003
Boston Financial Data Services   2000 - 2001

Skills
Financial Analysis, Accounting, Forecasting, Corporate Budgeting, Auditing, Financial Reporting, Finance, Internal Audit, Analysis, Management, Budgets, Microsoft Excel, Financial Modeling, Leadership, Risk Management, Process Improvement, Customer Service, Corporate Finance

Education
Bryant University   1995 — 2000
BS, Business Administration - Finance

Bryant University

Experience
Commercial Properties Inc. - Maine   June 2015 - Present
STS Consulting  May 2014 - February 2015
Cross Professional Associates   February 2014 - April 2014
Berube Carpentry   July 2002 - August 2010
Fleet Bank  June 2001 - July 2002
Boston Financial Data Services   February 1999 - May 2001

Skills
Replacement Windows, Vinyl Siding, Residential Roofing, Residential Homes, Real Estate, Microsoft Excel, Microsoft Office, Project Management, Team Building, Public Speaking, Customer Service, Budgets, Accounting, Data Analysis, Small Business, Business Strategy, Leadership, Sales, Start-ups, Team Leadership, Event Management, Analysis, Mortgage Lending, Account Management, Banking, Fundraising, Marketing, Time Management, Event Planning, Construction, QuickBooks, Public Relations, Contractors, Project Planning, Outlook, Contract Negotiation, Training, Risk Management, Renovation, Leadership Development, Business Development, Access, Marketing Strategy, Management, Customer Satisfaction, Microsoft Word, Business Planning, Financial Analysis, Entrepreneurship, Sales Management

Education
University of Southern Maine - School of Business   2012 — 2014
Accounting Certificate, Accounting and Business/Management

Bridgewater State University   1993 — 1998
BA, Spanish

Experience
Boston Financial Data Services   June 2014 - Present
Shepherd Kaplan LLC  June 2013 - December 2013
Nessralla's Farm of Wareham LLC   January 2008 - June 2013
Levin Library   January 2010 - May 2013
United States Postal Inspection Service  June 2012 - August 2012
United States Federal Probation Office   June 2011 - August 2011

Education
Curry College   2009 — 2013
Bachelor of Arts (B.A.), GPA: 3.8/4.0

Experience
Citizens Bank  April 2011 - Present
RBS Citizens Group  September 2008 - April 2011
RBS Citizens Group  November 2006 - September 2008
Boston Financial Data Services   April 2005 - November 2006
Boston Financial Data Services   May 2001 - April 2005
New England College of Finance  2004 - 2005
Boston Financial Data Services   February 1993 - May 2001

Skills
Project Management, Managing Project Budgets, Supplier Negotiation, Business Requirements, Mitigation Strategies, Leadership, Strategic Business..., Business Relationship..., Value Creation, Management, PMO, Stakeholder Management, Project Governance, Business Process..., SDLC, Project Portfolio..., Financial Services, Banking, Project Delivery

Education
Bryant University
Business Analyst Certification

Providence College
Master of Business Administration (MBA)

University of Rhode Island
Bachelor of Science

Experience
Boston Financial Data Services   July 2013 - Present
State Street  August 2009 - June 2013
Derby Associates   June 2008 - August 2008

Skills
Highly Detailed, Learn New Software..., Training, ABD Menu, Securities, FINRA, Microsoft Excel, Access, FrontPage, Time Management, Customer Service, Banking, Investments

Education
Bryant University   2005 — 2009
Bachelor of Business Administration (B.B.A.), Accounting and Biotechnology

Whitman-Hanson Regional High School   2001 — 2005
Diploma

Experience
The Bollard Group, LLC  June 2005 - Present
American Express Financial Advisors  2003 - 2005
Boston Financial Data Services   1998 - 2003
American Express Financial Advisors  1994 - 1998

Skills
Executive..., Benefits Administration, Asset Management, Investments, Client Development, Mutual Funds, Strategic Financial..., Project Management, Heavy Calendaring, Series 7, Staff Development, Staff Management, Office Administration, Building Maintenance, Family Office, Customer Oriented, Manage Client..., Management, Customer Service

Education
University of Massachusetts Boston   1986 — 1988
BA, English

Cape Cod Community College   1981 — 1983
AA, General

Barnstable High School   1976 — 1980

Experience
International Planning Group  April 2011 - February 2015
Guardian Life Insurance Company  January 2007 - May 2011
Aviva Life Insurance  January 2005 - June 2007
Aviva Life Insurance  January 2005 - June 2007
Boston Financial Data Services   January 2003 - January 2005
Boston Financial Data Services   January 2003 - January 2005
Boston Financial Data Services   2000 - 2005

Skills
Insurance, Life Insurance, Underwriting, Microsoft Office, Employee Benefits, Microsoft Excel, Outlook, Microsoft Word, Customer Service, Analysis

Education
Curry College   1997 — 2001
Bachelor of Arts, Criminal Justice

Curry College

Experience
Boston Financial Data Services   August 2007 - Present
Wind River Environmental  March 2007 - August 2007
Wind River Environmental  June 2001 - February 2007
Farina & Associates   1999 - 2001
AutoZone  1997 - 1999
New Balance  1996 - 1997
Accenture  1993 - 1996

Skills
Telecommunications, Web Applications, Business Analysis, Requirements Analysis, Requirements Gathering, SQL, Microsoft SQL Server

Education
Clark University   2006 — 2007
Certificate, Enterprise Applications Developer Certification

University of Massachusetts, Amherst   1982 — 1985
Bachelor's degree, Political Science and Government

Experience
Boston Financial Data Services   August 2012 - Present
DST, Inc.   August 2007 - Present
DST  2003 - 2007

Skills
Eclipse, Java, Java Enterprise Edition, Spring Framework, JSP, JavaScript, jQuery, AJAX, HTML, CSS, Web Services, REST, XML, JAXB, Tomcat, Ant, SVN, Jira, Jenkins, SQL, Agile Methodologies, Design Patterns, SDLC, Software Development, Unix, JavaBeans, C#, Spring

Education
Brigham Young University   1993 — 1998
Bachelor of Sciece, Computer Science

Utah Valley University   1990 — 1991
General Education

Experience
DST Retirement Solutions  September 2011 - Present
DST Retirement Solutions  January 2006 - September 2011
Boston Financial Data Services   October 2000 - November 2003
Boston Financial Data Services   September 1998 - September 2000

Skills
Mutual Funds, Client Development, 401k, Transfer Agency, Financial Services, Retirement, CRM, Management, Relationship Management, Lotus Notes, Business Requirements, Leadership, SDLC, Project Management, Business Intelligence, Process Improvement

Education
Bridgewater State University   1984 — 2014
Bachelor's degree, Psychology

Experience
Morgan, Lewis & Bockius LLP   November 2014 - Present
Bingham McCutchen  January 2013 - November 2014
Bingham McCutchen  May 2011 - July 2011
City of Ithaca Attorney's Office   May 2010 - December 2010
Massachusetts House of Representatives  July 2007 - July 2009
Boston Financial Data Services   December 2006 - July 2007
South Coastal Counties Legal Services  September 2005 - July 2006

Education
Cornell Law School   2009 — 2012
Doctor of Law (J.D.), Law

Skidmore College   2001 — 2005
B.A., Government

Experience
Northwestern Mutual  June 2015 - Present
Thomas Advisory & Consulting Services, LLC   September 2013 - December 2014
Ameritas Investment Corp  January 2006 - August 2013
Advest, Inc.   January 2002 - May 2005
Boston Financial Data Services   March 2000 - December 2002
Morgan Stanley Smith Barney  August 1998 - March 2000
The Financial Group  July 1996 - August 1998

Skills
Structured Products, Investment Advisory..., Sales, Managed Futures, REIT, Investment Advisory, Alternative Investments, ETFs, Financial Advisory, Hedge Funds, Series 7, Mutual Funds, Securities, Retirement Planning, Retirement, Investment Strategies, Asset Allocation, Investments, Strategic Financial..., 401k Rollovers, Asset Management, Disability Insurance, Separately Managed..., Wealth Management, Asset Managment, Bonds, Financial Planners, Finance, Portfolio Management, Financial Analysis, Equities, Life Insurance, Financial Services, Fixed Annuities, Due Diligence, Estate Planning, FINRA, Investment Management, Series 63, Wealth, Stocks, Wealth Management..., Series 6, Fixed Income, Long-term Care, Wealth Accumulation, Series 65, IRAs, Pensions

Education
Westfield State University   1993 — 1995
B.S., Finance

Coastal Carolina University   1991 — 1992
BS Business mgmt

WHS   1986 — 1990

Experience
Wells Fargo  2014 - Present
Wells Fargo  2005 - Present
NatIxis Asset Management Services   1999 - 2005
Boston Financial Data Services   1998 - 1999
Putnam Investments  1995 - 1998

Skills
Mutual Funds, Financial Services, Back Office, Relationship Management, Risk Management, Trading, Wealth Management, Business Analysis

Education
Bridgewater State University   1991 — 1994

Franklin High

Experience
Boston Financial Data Services   Project LeaderBoston Financial Data ServicesJuly 2006 - July 2007
BFDS  2002 - 2006

Education
Bridgewater State University   1993 — 1998
Bachelor, Psychology/Elementary Education

Experience
Boston Financial Data Services   June 1999 - Present
Motorola  January 1997 - June 1999

Skills
Business Analysis

Education
Bridgewater State University   1989 — 1991
BA, Computer Science, Technical Writing

Clark University
MCSE

Experience
Olmstead Associates  January 2015 - Present
RBS Citizens Financial Group  July 2013 - June 2014
State Street Bank  March 2013 - July 2013
State Street Bank  May 2012 - March 2013
Boston Financial Data Services   September 2000 - September 2011
PFPC  March 1996 - September 2000
First Data, TSSG, The Boston Company   March 1986 - March 1996

Skills
Risk Mitigation, Mutual Funds, Conversions, Reconciliation, Cash, Transfer Agency, Risk Management, Compliance, Process Improvement, Vendor Management, Customer Relations, Operations Management, Team Building, Audit, Problem Solving, Strategic Planning, Staff Development, Business Analysis, Budgeting, Process Engineering, Product Management, Excel, Microsoft Office, PowerPoint, Monarch, Client Services, AML, Project Delivery, Mergers, Acquisition Integration, Financial Services, Project Management, Customer Service, Securities, Account Reconciliation, Dog Walking, Particle Physics, Budgets, Leadership, Cycling, Management, Mergers & Acquisitions

Education
Bryant University   1989 — 1992
Master of Business Administration, Finance Concentration

Lincoln High

Rhode Island College
Bachelor of Science, Managerial Economics

Experience
Putnam Investments  February 1992 - Present
Boston Financial Data Services   October 1988 - February 1992

Education
Colby College   1984 — 1988
B.A., Government

Experience
State Street Corporation  April 2015 - Present
DST Systems  January 2013 - August 2015
Boston Financial Data Services   June 2012 - January 2013
Kelly Services  February 2012 - April 2012
Kelly Services  October 2007 - December 2007
Energy Services Group  October 2005 - January 2007
Nellie Mae  November 2004 - June 2005
Softworld  April 2000 - February 2004
DST Output  June 1991 - March 2000

Skills
Software Documentation, Quality Assurance, Management, Testing, CRM, Analysis, Account Management, User Acceptance Testing, Marketing, Test Planning, Microsoft Office, Customer Service, Project Management, Data Analysis, Microsoft Excel, Process Improvement

Education
Bridgewater State College
Bachelor of Science (BS), Business, Management, Marketing

Northeastern University
Certificate, Advertising

Experience
Optum  May 2014 - Present
AARP Services Co.   September 2005 - April 2014
AARP Financial, Inc (AFI)   2005 - 2006
CDC IXIS Asset Management Services   2003 - 2005
CDC IXIS Asset Management Services   1998 - 2003
ALLMERICA FINANCIAL  1994 - 1997
Putnam Investments  1993 - 1994
440 Financial Group  1990 - 1993
Boston Financial Data Services   1988 - 1990
Fidelity Investments  1979 - 1988

Skills
Strategic Planning, Non-profits, Program Management, Strategic Communications, Project Management, Quality Management, Operations Management, Executive Management, Strategic Financial..., Change Management, Leadership, Start-ups, CRM, Financial Analysis, Training, Management, Analysis, Outsourcing, Financial Services, Contract Negotiation, Process Improvement, Human Resources, Finance, Recruiting

Education
Villanova University   2011 — 2012
Advanced Master Certificate in Six Sigma, Lean Six Sigma & Master Black Belt Certification

D'Amore-McKim School of Business at Northeastern University   1997 — 1999
MBA, Finance

College for Financial Planning
Certified Financial Planner, Financial Planning and Services

Experience
Boston Financial Data Services   November 2007 - Present
Drive Digital Media  October 2008 - January 2009

Education
Butler Community College   2004 — 2006
Associate of Arts, Music

Experience
General Dynamics Mission Systems  February 2015 - Present
Boston Financial Data Services   November 2014 - February 2015
FM Global  January 2014 - November 2014
Geek Squad  November 2006 - December 2013

Skills
Windows, Windows Server, Microsoft Office, Linux, Computer Security, Network Security, Active Directory, Syncsort, EMC Networker, NetApp, Cisco Routers, CIsco Switches, DNS, DHCP, WINS, VLAN, Ticketing Systems

Education
New England Institute of Technology   2012 — 2014
Bachelor of Science (B.S.), Cyber Security, 3.84 GPA

Bristol Community College   2008 — 2012
Associate's degree, Computer Forensics, 3.24 GPA

Somerset High School   2004 — 2008

Experience
Boston Financial Data Services   November 2012 - Present
Boston Financial Data Services   June 2011 - November 2012
Boston Financial Data Services   May 2008 - June 2011

Skills
Financial Audits, Mutual Funds, Financial Services, Financial Analysis, Investments

Education
Champlain College   2004 — 2008
Bachelor of Sciences in Business, Accounting and Finance

Experience
Charles George Companies, Inc.   May 2015 - Present
Save That Stuff   July 2013 - May 2015
E.L. Harvey & Sons   January 2010 - May 2013
E. L. Harvey & Sons, Inc.   2010 - 2011
Allied Waste  2003 - 2009
Boston Financial Data Services   1993 - 1995
Boston Financial Data Services   1993 - 1995

Skills
Waste Management, Solid Waste, Environmental Awareness, Waste, Operations Management, Sales, Customer Satisfaction, Hazardous Waste..., Environmental Services, Sales Operations, Environmental Compliance, Remediation, Customer Service, Recycling

Education
Bridgewater State College   1980 — 1984
Bachelor's Degree, Management Science

Barnstable High School
Bachelor's degree, Business Management

Experience
Eaton Vance  October 2007 - Present
Boston Financial Data Services   October 2003 - February 2007

Education
Bridgewater State College   1998 — 2003
Bachelor's degree, Finance, General

Experience
BFDS  January 2002 - November 2006
Boston Financial Data Services   January 1993 - January 2002

Skills
Data Entry, Telephone Skills, 10 Key, People-oriented, Human Interest, Customer Service, Great People Skills, mental health/alcohol..., Troubleshooting

Education
Bunker Hill Community College

Quincy College

Experience
Boston Financial Data Services   May 2012 - September 2013
Boston Financial Data Services   1989 - 2011
Boston Financial Data Services   1994 - 1996

Skills
Mutual Funds, Financial Services, Investments, Risk Management, Banking, Business Analysis, Client Services, AML, Account Reconciliation, Analysis, Financial Reporting, Securities, Fund Administration, Retirement

Education
New England College of Business and Finance
Certificate I & II, Finance, General

Community College of Rhode Island
Associate of Science (AS), Legal Administrative Assistant/Secretary

Experience
Essex Group, Inc  June 2009 - Present
Boston Financial Data Services   July 1996 - June 2009
MNP Paralegals Inc.   June 1994 - September 1996

Skills
Calendaring, Administrative..., Calendars, Confidentiality, Data Entry, Travel Arrangements, Office Management, Spreadsheets, Fax, Outlook, Heavy Calendaring, Legal Research, Staff Supervision

Education
Bristol Community College
Paralegal Certificate

Experience
TJX  October 2008 - Present
Boston Financial Data Services   June 2001 - October 2008
Fidelity Investments  June 2007 - June 2008

Skills
Process Improvement, Customer Service, Operations Management, Financial Services, Relationship Management, Microsoft Excel, Financial Analysis, Business Analysis, Project Management, Risk Management, Outlook, Microsoft Office, Team Leadership, Call Centers, Self-motivated Team...

Education
Community College of the Air Force   1988 — 1990

Dedham High School   1976 — 1981

Experience
Boston Financial Data Services   March 2000 - Present

Education
Columbia College

Lincoln College Preparatory Academy

Experience
BNY Mellon  October 2007 - Present
Boston Financial Data Services   September 2005 - September 2007
Natixis Global Asset Management  September 2000 - September 2005

Education
Bridgewater State College   2000 — 2005
Bachelor's degree, Business Administration and Management, General

Experience
Boston Financial Data Services   June 2006 - Present

Skills
Financial Analysis

Education
Bryant University   2001 — 2003
Master's degree, Business Administration, Management and Operations

University of Massachusetts Dartmouth   1993 — 1997
Bachelor's degree, Finance, General