Boston Financial Data Services
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Boston Financial Data Services Employees
Employee
Years
Job
Industry
Heidi Rubera Heidi Rubera's Boston Financial Data Services Experience January 2000 - April 2006
Job Nursing Student & Private Tutor
Industry Medical Practice
Experience
Apt Tutoring and Test Prep October 2010 - Present
Saint Jerome School September 2009 - June 2013
Huntington Learning Center November 2008 - October 2009
Pope John Paul II Catholic Academy January 2008 - June 2008
Blessed Mother Teresa School September 2007 - June 2008
Blessed Mother Teresa Parish June 2007 - June 2008
Blessed Mother Teresa School September 2004 - June 2008
Blessed Mother Teresa School November 2006 - December 2007
EDCO Collaborative May 2007 - August 2007
Boston Financial Data Services January 2000 - April 2006
Skills
Data Analysis, Staff Development, Curriculum Development, Curriculum Design, Teaching, Leadership, Office Management, Customer Service..., Customer Service, Hiring Personnel, Staff Supervision, Program Development, Mentoring, Issue Resolution, Quality Control, Mutual Funds, Transfer Agency, Financial Services, Call Centers, Microsoft Office, Smartboard, Agent for Change, Community Outreach, Youth Groups, Training, Tutoring, Test Preparation, Standardized Testing, Mathematics, Earth Science, Physics, Chemistry, Algebra, Geometry, Biology, Human Anatomy, Classroom, Academic Tutoring, Differentiated..., Teaching Adults, Middle School, Teacher Training
Education
Massasoit Community College 2013 — 2015
Associate of Science (AS), Registered Nursing/Registered Nurse
Eastern Nazarene College 2007 — 2008
MEd, Administration
Emerson College 2000 — 2002
BA, Education
Massasoit Community College 1998 — 2000
AA, Liberal Arts Transfer
Apt Tutoring and Test Prep October 2010 - Present
Saint Jerome School September 2009 - June 2013
Huntington Learning Center November 2008 - October 2009
Pope John Paul II Catholic Academy January 2008 - June 2008
Blessed Mother Teresa School September 2007 - June 2008
Blessed Mother Teresa Parish June 2007 - June 2008
Blessed Mother Teresa School September 2004 - June 2008
Blessed Mother Teresa School November 2006 - December 2007
EDCO Collaborative May 2007 - August 2007
Boston Financial Data Services January 2000 - April 2006
Skills
Data Analysis, Staff Development, Curriculum Development, Curriculum Design, Teaching, Leadership, Office Management, Customer Service..., Customer Service, Hiring Personnel, Staff Supervision, Program Development, Mentoring, Issue Resolution, Quality Control, Mutual Funds, Transfer Agency, Financial Services, Call Centers, Microsoft Office, Smartboard, Agent for Change, Community Outreach, Youth Groups, Training, Tutoring, Test Preparation, Standardized Testing, Mathematics, Earth Science, Physics, Chemistry, Algebra, Geometry, Biology, Human Anatomy, Classroom, Academic Tutoring, Differentiated..., Teaching Adults, Middle School, Teacher Training
Education
Massasoit Community College 2013 — 2015
Associate of Science (AS), Registered Nursing/Registered Nurse
Eastern Nazarene College 2007 — 2008
MEd, Administration
Emerson College 2000 — 2002
BA, Education
Massasoit Community College 1998 — 2000
AA, Liberal Arts Transfer
Brennen Newton Brennen Newton's Boston Financial Data Services Experience January 2013 - January 2014
Job Marketing Director at American Exteriors LLC
Industry Financial Services
Experience
Boston Financial Data Services January 2013 - January 2014
Northwestern Mutual April 2012 - August 2012
Skills
Finance, Retirement, Securities, Strategic Financial..., Insurance, Microsoft Excel, Customer Service, Sales, Microsoft Office, Microsoft Word, PowerPoint, Account Management, Leadership
Education
The University of Kansas 2011 — 2014
BGS, Economics
Drake University 2010 — 2011
Member of the Men's Basketball Team, Business School
Boston Financial Data Services January 2013 - January 2014
Northwestern Mutual April 2012 - August 2012
Skills
Finance, Retirement, Securities, Strategic Financial..., Insurance, Microsoft Excel, Customer Service, Sales, Microsoft Office, Microsoft Word, PowerPoint, Account Management, Leadership
Education
The University of Kansas 2011 — 2014
BGS, Economics
Drake University 2010 — 2011
Member of the Men's Basketball Team, Business School
Rakshit Mazumdar Rakshit Mazumdar's Boston Financial Data Services Experience May 2009 - July 2013
Job Experienced Financial Control Specialist (Commissions)
Industry Financial Services
Experience
Boston Financial Data Services May 2009 - July 2013
Boston Financial Data Services July 2006 - June 2009
Boston Financial Data Services July 2001 - June 2006
Boston Financial Data Services February 1996 - July 2001
Skills
Leadership, Banking, Finance, Outlook, Auditing, Accounting, Financial Audits, Microsoft Excel, Financial Analysis, Cross-functional Team..., Process Improvement, Management, Customer Service
Education
Delhi University
Bachelor's in Accounting & Auditing
Boston Financial Data Services May 2009 - July 2013
Boston Financial Data Services July 2006 - June 2009
Boston Financial Data Services July 2001 - June 2006
Boston Financial Data Services February 1996 - July 2001
Skills
Leadership, Banking, Finance, Outlook, Auditing, Accounting, Financial Audits, Microsoft Excel, Financial Analysis, Cross-functional Team..., Process Improvement, Management, Customer Service
Education
Delhi University
Bachelor's in Accounting & Auditing
Charles Pointer Charles Pointer's Boston Financial Data Services Experience April 1997 - February 2014
Job Brokerage Call Center Manager at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed March 2014 - Present
Boston Financial Data Services April 1997 - February 2014
Skills
Transfer Agency, Mutual Funds, Financial Services, Relationship Management, Fund Accounting, Fund Administration, Back Office, Global Custody, Process Improvement, Securities, Series 7, Call Centers, Client Services, Leadership, Forecasting, Quality Assurance, Series 63, Asset Management, Investments
Education
DeVry University-Missouri 1994 — 1997
Bachelor of Science (BS), Operations Management
Waddell & Reed March 2014 - Present
Boston Financial Data Services April 1997 - February 2014
Skills
Transfer Agency, Mutual Funds, Financial Services, Relationship Management, Fund Accounting, Fund Administration, Back Office, Global Custody, Process Improvement, Securities, Series 7, Call Centers, Client Services, Leadership, Forecasting, Quality Assurance, Series 63, Asset Management, Investments
Education
DeVry University-Missouri 1994 — 1997
Bachelor of Science (BS), Operations Management
Marc Winter Marc Winter's Boston Financial Data Services Experience September 2015 - Present
Job Resident Assistant at University of Kansas Student Housing Association
Industry Mechanical or Industrial Engineering
Experience
Boston Financial Data Services September 2015 - Present
University of Kansas Student Housing Association August 2013 - January 2015
Skills
Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Social Media, Microsoft Excel, Event Planning, Leadership, Social Networking, Customer Service, Solidworks, Autodesk Inventor
Education
The University of Kansas 2011 — 2016
Mechanical Engineering
Danmarks Tekniske Universitet 2015 — 2015
Mechanical Engineering
Boston Financial Data Services September 2015 - Present
University of Kansas Student Housing Association August 2013 - January 2015
Skills
Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Social Media, Microsoft Excel, Event Planning, Leadership, Social Networking, Customer Service, Solidworks, Autodesk Inventor
Education
The University of Kansas 2011 — 2016
Mechanical Engineering
Danmarks Tekniske Universitet 2015 — 2015
Mechanical Engineering
Steven Petz's Boston Financial Data Services Experience October 2008 - October 2009
Job Service, Consultation, and Training
Industry Financial Services
Experience
Boston Financial Data Services and DST Systems, Inc. October 2009 - October 2014
Boston Financial Data Services October 2008 - October 2009
DST Systems May 2005 - October 2008
Boston Financial Data Services December 2002 - May 2005
Boston Financial Data Services February 2000 - December 2002
DST Systems July 1998 - February 2000
TIAA-CREF April 1997 - April 1998
OppenheimerFunds December 1995 - March 1997
U.S. Coast Guard August 1989 - December 1993
Skills
Microsoft Products:..., Virtual Classroom:..., Learning Management..., Instructional Design, Training, Financial Services, Coaching, Process Improvement, Leadership Development, Call Centers, Data Analysis, Business Analysis, E-Learning, Analysis, Performance Management, Customer Service, Leadership, Microsoft Office
Education
NetSpeed® Learning Solutions Certified Virtual Instructor 2012 — 2012
Certified Virtual Instructor
Development Dimensions International® Learning Systems certified instructor 2009 — 2009
Center for Effective Performance® Criterion-Referenced Instruction/Instructional Module Design certi 2008 — 2008
©Communico M.A.G.I.C.® customer relations instructor certification 2006 — 2006
Fort Hays State University 1987 — 1989
Undergraduate Studies
Boston Financial Data Services and DST Systems, Inc. October 2009 - October 2014
Boston Financial Data Services October 2008 - October 2009
DST Systems May 2005 - October 2008
Boston Financial Data Services December 2002 - May 2005
Boston Financial Data Services February 2000 - December 2002
DST Systems July 1998 - February 2000
TIAA-CREF April 1997 - April 1998
OppenheimerFunds December 1995 - March 1997
U.S. Coast Guard August 1989 - December 1993
Skills
Microsoft Products:..., Virtual Classroom:..., Learning Management..., Instructional Design, Training, Financial Services, Coaching, Process Improvement, Leadership Development, Call Centers, Data Analysis, Business Analysis, E-Learning, Analysis, Performance Management, Customer Service, Leadership, Microsoft Office
Education
NetSpeed® Learning Solutions Certified Virtual Instructor 2012 — 2012
Certified Virtual Instructor
Development Dimensions International® Learning Systems certified instructor 2009 — 2009
Center for Effective Performance® Criterion-Referenced Instruction/Instructional Module Design certi 2008 — 2008
©Communico M.A.G.I.C.® customer relations instructor certification 2006 — 2006
Fort Hays State University 1987 — 1989
Undergraduate Studies
Kerianne Gallagher's Boston Financial Data Services Experience December 2013 - Present
Job HR Site Coordinator at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services December 2013 - Present
Quest Diagnostics April 2012 - November 2013
Quest Diagnostics November 2008 - April 2012
Skills
Payroll, Sales Operations, Human Resources, Leadership, Data Entry, Employee Relations, Employee Benefits, Sourcing, Management, Team Building, Team Management, Recruiting, Interviews, Training, Employee Training, Microsoft Office, Microsoft Excel
Education
Emmanuel College 2013 — 2014
Master's degree, Graduate Certificate in Management and Leadership
Emmanuel College 2010 — 2013
Masters, in Science, Human Resource Management
University of Massachusetts, Amherst 2004 — 2008
Bachelors, in Arts, English
Boston Financial Data Services December 2013 - Present
Quest Diagnostics April 2012 - November 2013
Quest Diagnostics November 2008 - April 2012
Skills
Payroll, Sales Operations, Human Resources, Leadership, Data Entry, Employee Relations, Employee Benefits, Sourcing, Management, Team Building, Team Management, Recruiting, Interviews, Training, Employee Training, Microsoft Office, Microsoft Excel
Education
Emmanuel College 2013 — 2014
Master's degree, Graduate Certificate in Management and Leadership
Emmanuel College 2010 — 2013
Masters, in Science, Human Resource Management
University of Massachusetts, Amherst 2004 — 2008
Bachelors, in Arts, English
Alanna MacNeil-Zografos Alanna MacNeil-Zografos's Boston Financial Data Services Experience May 1986 - May 1994
Job Dedicated New York Life Insurance Agent helping to protect families and create retirement portfolios.
Industry Financial Services
Experience
New York Life Insurance Company August 2014 - Present
Arbonne Independent Consultant January 2013 - July 2014
Coldwell Banker Residential Brokerage March 2001 - July 2014
The Mean Bean LLC (dba) Cuppys Coffee September 2007 - January 2013
MFS Investment Management January 1994 - May 2001
Boston Financial Data Services May 1986 - May 1994
Skills
Marketing Strategy, Team Building, Sales, Marketing, Small Business, Leadership, Project Management, Referrals, Strategic Planning, Business Planning, Social Media, Business Development, Account Management, Asset Protection, Customer Relations, Education Funding..., Whole Life Insurance, Customer Retention, Term Life Insurance, Teamwork, Team Motivator, Customer Insight, Selling, Business Insurance..., Estate Planning, Supplements to Employee..., Retirement Planning, Income Protection, Key Person Protection, Lead Generation, Event Coordination, Networking, New Business Development, Multi Tasking Skills, Social Media Marketing, Public Speaking, Fixed Annuities, Grandchild Gifting, Business Networking, Problem Solving, 401(k) Rollovers, Customer Service
Education
Coldwell Banker School of Real Estate Atlanta GA 2001 — 2014
Real Estate
Conway Country School of Real Estate Boston MA 1999 — 1999
Real Estate
Barney Fletcher School of Real Estate Atlanta GA
Real Estate
Fisher College
Business Administration and Management, General
Silver Lake Regional High
High school Diploma, Business Administration and Management, General
New York Life Insurance Company August 2014 - Present
Arbonne Independent Consultant January 2013 - July 2014
Coldwell Banker Residential Brokerage March 2001 - July 2014
The Mean Bean LLC (dba) Cuppys Coffee September 2007 - January 2013
MFS Investment Management January 1994 - May 2001
Boston Financial Data Services May 1986 - May 1994
Skills
Marketing Strategy, Team Building, Sales, Marketing, Small Business, Leadership, Project Management, Referrals, Strategic Planning, Business Planning, Social Media, Business Development, Account Management, Asset Protection, Customer Relations, Education Funding..., Whole Life Insurance, Customer Retention, Term Life Insurance, Teamwork, Team Motivator, Customer Insight, Selling, Business Insurance..., Estate Planning, Supplements to Employee..., Retirement Planning, Income Protection, Key Person Protection, Lead Generation, Event Coordination, Networking, New Business Development, Multi Tasking Skills, Social Media Marketing, Public Speaking, Fixed Annuities, Grandchild Gifting, Business Networking, Problem Solving, 401(k) Rollovers, Customer Service
Education
Coldwell Banker School of Real Estate Atlanta GA 2001 — 2014
Real Estate
Conway Country School of Real Estate Boston MA 1999 — 1999
Real Estate
Barney Fletcher School of Real Estate Atlanta GA
Real Estate
Fisher College
Business Administration and Management, General
Silver Lake Regional High
High school Diploma, Business Administration and Management, General
Paul Murphy, MBA Paul Murphy, MBA's Boston Financial Data Services Experience November 2009 - August 2012
Job Boston College Assistant Director of Student Programs
Industry Higher Education
Experience
Boston College August 2014 - Present
Regis College July 2012 - July 2014
Boston Financial Data Services November 2009 - August 2012
Regis College November 2010 - May 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Event Planning, Social Media, Public Speaking, Microsoft Office, Customer Service, Event Management, Higher Education, SPSS, Social Media Marketing, Research, Fundraising, Outlook, Program Management, Management
Education
Regis College 2013 — 2014
Certificate of Higher Education Leadership, Higher Education/Higher Education Administration
Curry College 2011 — 2012
MBA
University of Massachusetts Dartmouth 2006 — 2010
Bachelor, Marketing
Braintree High School 2002 — 2006
Boston College August 2014 - Present
Regis College July 2012 - July 2014
Boston Financial Data Services November 2009 - August 2012
Regis College November 2010 - May 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Event Planning, Social Media, Public Speaking, Microsoft Office, Customer Service, Event Management, Higher Education, SPSS, Social Media Marketing, Research, Fundraising, Outlook, Program Management, Management
Education
Regis College 2013 — 2014
Certificate of Higher Education Leadership, Higher Education/Higher Education Administration
Curry College 2011 — 2012
MBA
University of Massachusetts Dartmouth 2006 — 2010
Bachelor, Marketing
Braintree High School 2002 — 2006
Dany Suarez Dany Suarez's Boston Financial Data Services Experience September 2005 - August 2008
Job Compliance Officer at Santander Holdings USA
Industry Banking
Experience
Santander Holdings USA July 2015 - Present
Beautiful Module Productions February 2015 - Present
Santander Bank, N.A. May 2014 - July 2015
MFS Investment Management August 2008 - April 2014
Boston Financial Data Services September 2005 - August 2008
Verizon September 2003 - June 2005
Skills
Mutual Funds, AML, Management, ERISA, Spanish, Internal Audit, Fluent Spanish, Expert in Microsoft..., 401k, Retirement, IRAs, Fund Accounting, Pensions, Fixed Annuities, Project Management, Project Planning, Risk Management, Microsoft Word, Microsoft Excel, PowerPoint, Asset Management, Operational Risk..., Financial Risk, Anti Money Laundering, Banking, Finance, Operational Risk, Analysis, Financial Services, Microsoft Office
Education
Gibbs College-Boston
Associate of Science (A.S.), Computer Science
New England College of Business and Finance
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Santander Holdings USA July 2015 - Present
Beautiful Module Productions February 2015 - Present
Santander Bank, N.A. May 2014 - July 2015
MFS Investment Management August 2008 - April 2014
Boston Financial Data Services September 2005 - August 2008
Verizon September 2003 - June 2005
Skills
Mutual Funds, AML, Management, ERISA, Spanish, Internal Audit, Fluent Spanish, Expert in Microsoft..., 401k, Retirement, IRAs, Fund Accounting, Pensions, Fixed Annuities, Project Management, Project Planning, Risk Management, Microsoft Word, Microsoft Excel, PowerPoint, Asset Management, Operational Risk..., Financial Risk, Anti Money Laundering, Banking, Finance, Operational Risk, Analysis, Financial Services, Microsoft Office
Education
Gibbs College-Boston
Associate of Science (A.S.), Computer Science
New England College of Business and Finance
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Paul Gallerani, PMP Paul Gallerani, PMP's Boston Financial Data Services Experience May 2005 - July 2006
Job Project Manager at Boston Financial Data Services
Industry Financial Services
Experience
DST Retirement Solutions July 2006 - Present
Boston Financial Data Services May 2005 - July 2006
Mercer 2001 - 2005
Putnam 1997 - 2001
Onset Village Market Onset MA & Plumb Corner Market Rochester, MA 1994 - 1997
Liquor Loft Orleans and Wareham, Ma 1991 - 1994
Skills
Financial Services, Process Improvement, Business Analysis, Risk Management, Retirement, Project Management, Requirements Analysis, Microsoft Excel, Microsoft Office, Visio, MS Project, Lotus Notes, Requirements Gathering, Management, PMO, Software Documentation, SDLC
Education
Hartwick College 1987 — 1991
BS, Business Management
DST Retirement Solutions July 2006 - Present
Boston Financial Data Services May 2005 - July 2006
Mercer 2001 - 2005
Putnam 1997 - 2001
Onset Village Market Onset MA & Plumb Corner Market Rochester, MA 1994 - 1997
Liquor Loft Orleans and Wareham, Ma 1991 - 1994
Skills
Financial Services, Process Improvement, Business Analysis, Risk Management, Retirement, Project Management, Requirements Analysis, Microsoft Excel, Microsoft Office, Visio, MS Project, Lotus Notes, Requirements Gathering, Management, PMO, Software Documentation, SDLC
Education
Hartwick College 1987 — 1991
BS, Business Management
Erica Peckman Erica Peckman's Boston Financial Data Services Experience November 2005 - Present
Job Training Specialist
Industry Financial Services
Experience
Boston Financial Data Services November 2005 - Present
Connex International August 2002 - November 2005
Ultramar June 2001 - July 2002
NCS Pearson December 2000 - June 2001
Holiday Inn Hotel & Suites July 1999 - August 2000
Days Inn Hotel & Suites October 1998 - March 1999
Skills
Training, Data Entry, Microsoft Excel, Customer Service, Quality Assurance, Tax Preparation, Biling Administration, Copy-editing
Education
University of Kansas 1996 — 2001
Neosho County Community College 1997 — 1999
Fort Scott Community College 1994 — 1996
Boston Financial Data Services November 2005 - Present
Connex International August 2002 - November 2005
Ultramar June 2001 - July 2002
NCS Pearson December 2000 - June 2001
Holiday Inn Hotel & Suites July 1999 - August 2000
Days Inn Hotel & Suites October 1998 - March 1999
Skills
Training, Data Entry, Microsoft Excel, Customer Service, Quality Assurance, Tax Preparation, Biling Administration, Copy-editing
Education
University of Kansas 1996 — 2001
Neosho County Community College 1997 — 1999
Fort Scott Community College 1994 — 1996
Jennifer LaFountain's Boston Financial Data Services Experience June 2005 - July 2006
Job Senior Accountant at Gordon Conwell Theological Seminary
Industry Banking
Experience
Gordon Conwell Theological Seminary July 2014 - Present
New England College of Business and Finance 2010 - Present
Boston Private Bank April 2013 - July 2014
Boston Private Bank April 2013 - July 2014
Boston Private Bank December 2007 - July 2014
Rockport National Bank August 2006 - July 2007
Boston Financial Data Services June 2005 - July 2006
Rockport National Bank June 2004 - January 2005
Circuit City October 1998 - April 2004
Skills
Banking, Outlook, Microsoft Excel, General Ledger, Customer Service, Microsoft Word, PowerPoint, Microsoft Office, Research, Data Entry, Sales, Balance, Finance, Microsoft Money, Critical Thinking, Policy Analysis, Credit, Accounting, Financial Analysis, Budgets, Analysis, Management, Account Reconciliation, Accounts Payable
Education
New England College of Business & Finance 2009 — 2010
Master of Science, Finance
Eastern Nazarene College 2001 — 2005
B.S., Business Management
LCA 1996 — 2001
Gordon Conwell Theological Seminary July 2014 - Present
New England College of Business and Finance 2010 - Present
Boston Private Bank April 2013 - July 2014
Boston Private Bank April 2013 - July 2014
Boston Private Bank December 2007 - July 2014
Rockport National Bank August 2006 - July 2007
Boston Financial Data Services June 2005 - July 2006
Rockport National Bank June 2004 - January 2005
Circuit City October 1998 - April 2004
Skills
Banking, Outlook, Microsoft Excel, General Ledger, Customer Service, Microsoft Word, PowerPoint, Microsoft Office, Research, Data Entry, Sales, Balance, Finance, Microsoft Money, Critical Thinking, Policy Analysis, Credit, Accounting, Financial Analysis, Budgets, Analysis, Management, Account Reconciliation, Accounts Payable
Education
New England College of Business & Finance 2009 — 2010
Master of Science, Finance
Eastern Nazarene College 2001 — 2005
B.S., Business Management
LCA 1996 — 2001
Hamzah Firman's Boston Financial Data Services Experience 2010 - April 2013
Job Legal Entity Accountant at Caterpillar Inc.
Industry Machinery
Experience
Caterpillar Inc. May 2015 - Present
Caterpillar Inc. July 2013 - Present
Boston Financial Data Services 2010 - April 2013
Emporia State University January 2012 - December 2012
University of Kansas March 2011 - August 2011
Skills
SAP ERP, Microsoft Excel, Microsoft Office, Research, Business Analysis, PowerPoint
Education
Emporia State University 2011 — 2012
Master of Business Administration (MBA), ERP
University of Kansas 2007 — 2010
Bachelor's degree, Accounting
University of Kansas 2007 — 2010
Bachelor's degree, Finance
Caterpillar Inc. May 2015 - Present
Caterpillar Inc. July 2013 - Present
Boston Financial Data Services 2010 - April 2013
Emporia State University January 2012 - December 2012
University of Kansas March 2011 - August 2011
Skills
SAP ERP, Microsoft Excel, Microsoft Office, Research, Business Analysis, PowerPoint
Education
Emporia State University 2011 — 2012
Master of Business Administration (MBA), ERP
University of Kansas 2007 — 2010
Bachelor's degree, Accounting
University of Kansas 2007 — 2010
Bachelor's degree, Finance
Christi (Young) Donegan Christi (Young) Donegan's Boston Financial Data Services Experience January 2005 - December 2005
Job Executive Assistant at Egon Zehnder
Industry Management Consulting
Experience
Egon Zehnder September 2014 - Present
Simmons College March 2013 - September 2014
Monitor Group June 2007 - March 2013
State Street January 2006 - May 2007
State Street January 2006 - December 2006
Boston Financial Data Services January 2005 - December 2005
Skills
Notary Public, PowerPoint, Excel, Word, Microsoft Office, Outlook, Customer Service, Finance, Time Management, Microsoft Word, Invoicing, Human Resources, Microsoft Excel, Management, Lotus Notes, Interviews, Budgets, Office Administration, Project Management, Change Management
Education
Curry College 2006 — 2008
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Massachusetts, Amherst 2001 — 2005
Bachelor's Degree, Economics and Legal Studies
Hingham High School 1997 — 2001
Egon Zehnder September 2014 - Present
Simmons College March 2013 - September 2014
Monitor Group June 2007 - March 2013
State Street January 2006 - May 2007
State Street January 2006 - December 2006
Boston Financial Data Services January 2005 - December 2005
Skills
Notary Public, PowerPoint, Excel, Word, Microsoft Office, Outlook, Customer Service, Finance, Time Management, Microsoft Word, Invoicing, Human Resources, Microsoft Excel, Management, Lotus Notes, Interviews, Budgets, Office Administration, Project Management, Change Management
Education
Curry College 2006 — 2008
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Massachusetts, Amherst 2001 — 2005
Bachelor's Degree, Economics and Legal Studies
Hingham High School 1997 — 2001
Gregory Marmai Gregory Marmai's Boston Financial Data Services Experience January 1995 - January 1997
Job Office Services and Records Technician at PricewaterhouseCoopers
Industry Law Practice
Experience
PricewaterhouseCoopers October 2013 - Present
Bingham McCutchen LLP December 2012 - October 2013
Massachusetts Attorney General's Office March 2012 - April 2012
Nutter McClennen & Fish LLP April 2008 - April 2011
Jewish Community Council Service Commission 2005 - 2006
Alberto Lastreto Inc. January 2001 - January 2005
Coldwell Banker Real Estate January 2000 - January 2001
Boston Financial Data Services January 1995 - January 1997
Skills
Hospitality Experience, Restaurants, Customer Service, Word, Administrative Support, Outlook, PowerPoint, Excel, Microsoft Office, Legal Research, Administrative..., Public Speaking, Training, Legal Writing, Document Review, Microsoft Excel, Legal Assistance, Microsoft Word, Administrative...
Education
Gibbs College-Boston 2010 — 2012
Associate's degree Legal Studies, Legal Administration
Gibbs College 2009 — 2012
Associate's Degree, Legal Administrative Assistant/Secretary, Deans List
PricewaterhouseCoopers October 2013 - Present
Bingham McCutchen LLP December 2012 - October 2013
Massachusetts Attorney General's Office March 2012 - April 2012
Nutter McClennen & Fish LLP April 2008 - April 2011
Jewish Community Council Service Commission 2005 - 2006
Alberto Lastreto Inc. January 2001 - January 2005
Coldwell Banker Real Estate January 2000 - January 2001
Boston Financial Data Services January 1995 - January 1997
Skills
Hospitality Experience, Restaurants, Customer Service, Word, Administrative Support, Outlook, PowerPoint, Excel, Microsoft Office, Legal Research, Administrative..., Public Speaking, Training, Legal Writing, Document Review, Microsoft Excel, Legal Assistance, Microsoft Word, Administrative...
Education
Gibbs College-Boston 2010 — 2012
Associate's degree Legal Studies, Legal Administration
Gibbs College 2009 — 2012
Associate's Degree, Legal Administrative Assistant/Secretary, Deans List
Amy (Goodrich) Mills's Boston Financial Data Services Experience August 2010 - Present
Job Workflow Coordinator at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services August 2010 - Present
Boston Financial Data Services March 2007 - August 2010
Skills
Workflow Analysis, Financial Services, Social Networking, Customer Service, Microsoft Office, Data Entry, Adobe Captivate, Training, Data Analysis, Problem Solving
Education
Emmanuel College 2002 — 2006
Bachelor of Arts (BA), Business Management
Middleboro High School
Boston Financial Data Services August 2010 - Present
Boston Financial Data Services March 2007 - August 2010
Skills
Workflow Analysis, Financial Services, Social Networking, Customer Service, Microsoft Office, Data Entry, Adobe Captivate, Training, Data Analysis, Problem Solving
Education
Emmanuel College 2002 — 2006
Bachelor of Arts (BA), Business Management
Middleboro High School
Valencia (Valencia Edouard) Martin Valencia (Valencia Edouard) Martin's Boston Financial Data Services Experience December 2007 - April 2011
Job TelaDoc Customer Service Agent at Optum
Industry Hospital & Health Care
Experience
Optum December 2014 - Present
ADP June 2014 - September 2014
SunTrust Mortgage (Contemporary Services, Inc.) September 2011 - May 2012
Boston Financial Data Services December 2007 - April 2011
John Hancock Financial Services October 2006 - November 2007
AIG April 2004 - August 2005
Skills
Mutual Funds, Financial Services, Investments, Financial Analysis, Securities, Risk Management, Banking, Retirement, Equities, Relationship Management, Asset Management, Finance, Mortgage Lending, Accounting
Education
Curry College 2008 — 2011
Bachelor of Arts (B.A.), Business Administration and Management, General
Quincy College 2006 — 2008
Associate's Degree, Business Administration and Management, General
Optum December 2014 - Present
ADP June 2014 - September 2014
SunTrust Mortgage (Contemporary Services, Inc.) September 2011 - May 2012
Boston Financial Data Services December 2007 - April 2011
John Hancock Financial Services October 2006 - November 2007
AIG April 2004 - August 2005
Skills
Mutual Funds, Financial Services, Investments, Financial Analysis, Securities, Risk Management, Banking, Retirement, Equities, Relationship Management, Asset Management, Finance, Mortgage Lending, Accounting
Education
Curry College 2008 — 2011
Bachelor of Arts (B.A.), Business Administration and Management, General
Quincy College 2006 — 2008
Associate's Degree, Business Administration and Management, General
Joanna (Andrade) Lewis's Boston Financial Data Services Experience November 2007 - Present
Job Client Liaison at Boston Financial Data Services
Industry Financial Services
Experience
Settlement Administration and Event Center November 2013 - Present
Boston Financial Data Services November 2007 - Present
The Limited July 2011 - January 2013
Fleet Boston Financial/ Bank of America September 2002 - July 2004
Education
Curry College 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.4
University of Phoenix, Greater Boston campus 2005 — 2008
Bachelor's degree, Business Administration and Management, General
Settlement Administration and Event Center November 2013 - Present
Boston Financial Data Services November 2007 - Present
The Limited July 2011 - January 2013
Fleet Boston Financial/ Bank of America September 2002 - July 2004
Education
Curry College 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.4
University of Phoenix, Greater Boston campus 2005 — 2008
Bachelor's degree, Business Administration and Management, General
Bob Chabot's Boston Financial Data Services Experience July 1999 - Present
Job VP at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services July 1999 - Present
MFS Investment Management July 1998 - July 1999
Boston Financial Data Services May 1986 - June 1998
Skills
Mutual Funds, Transfer Agency, Call Center, CRM, Financial Services, Call Centers, Relationship Management, Risk Management
Education
Curry College
Boston Financial Data Services July 1999 - Present
MFS Investment Management July 1998 - July 1999
Boston Financial Data Services May 1986 - June 1998
Skills
Mutual Funds, Transfer Agency, Call Center, CRM, Financial Services, Call Centers, Relationship Management, Risk Management
Education
Curry College
Marilynn Ferguson Marilynn Ferguson's Boston Financial Data Services Experience October 2007 - September 2011
Job Senior AML Analyst in FIU
Industry Financial Services
Experience
Santander Bank February 2014 - Present
JPMorgan Chase March 2013 - February 2014
JPMorgan Chase November 2011 - March 2013
Boston Financial Data Services October 2007 - September 2011
State Street Corporation February 2006 - May 2007
State Street Corporation February 2004 - May 2006
ING January 2003 - February 2004
Skills
Mutual Funds, Process Improvement, Risk Management, Account Reconciliation, Mergers & Acquisitions, Management, Financial Services, Accounting, Investments, Internal Controls, Credit, Microsoft Excel, Leadership
Education
Suffolk University 2013 — 2016
Master of Arts (M.A.)
Eastern Nazarene College 2002 — 2004
Bachelor of Arts
Eastern Nazarene College 2000 — 2004
Degree of Arts
Santander Bank February 2014 - Present
JPMorgan Chase March 2013 - February 2014
JPMorgan Chase November 2011 - March 2013
Boston Financial Data Services October 2007 - September 2011
State Street Corporation February 2006 - May 2007
State Street Corporation February 2004 - May 2006
ING January 2003 - February 2004
Skills
Mutual Funds, Process Improvement, Risk Management, Account Reconciliation, Mergers & Acquisitions, Management, Financial Services, Accounting, Investments, Internal Controls, Credit, Microsoft Excel, Leadership
Education
Suffolk University 2013 — 2016
Master of Arts (M.A.)
Eastern Nazarene College 2002 — 2004
Bachelor of Arts
Eastern Nazarene College 2000 — 2004
Degree of Arts
Martin Mitchell Martin Mitchell's Boston Financial Data Services Experience October 2000 - June 2005
Job Director of Talent at Ocean Spray Cranberries
Industry Consumer Goods
Experience
Ocean Spray Cranberries June 2015 - Present
Ocean Spray Cranberries February 2015 - June 2015
Ocean Spray Cranberries June 2013 - February 2015
Ocean Spray Cranberries September 2011 - June 2013
Ocean Spray Cranberries May 2008 - September 2011
Ocean Spray Cranberries October 2006 - May 2008
VetCor October 2005 - October 2006
Boston Financial Data Services October 2000 - June 2005
Environmental Careers Organization 1997 - 2000
Skills
Talent Acquisition, Job Analysis, Personnel Management, Workforce Planning, Diversity & Inclusion, Vendor Management, Employer Branding, Affirmative Action, Social Media, Community Outreach, Relocation, Onboarding, Talent Management, Employee Relations, Applicant Tracking..., Recruiting, Performance Management, HRIS, Deferred Compensation, Human Resources, Employee Engagement, College Recruiting, Technical Recruiting, Training, Employee Benefits, Leadership, New Hire Orientations, Succession Planning
Education
Emmanuel College 2006 — 2009
MS, Human Resources Management
State University of New York College at Plattsburgh 1990 — 1994
BS, Business Management
Ocean Spray Cranberries June 2015 - Present
Ocean Spray Cranberries February 2015 - June 2015
Ocean Spray Cranberries June 2013 - February 2015
Ocean Spray Cranberries September 2011 - June 2013
Ocean Spray Cranberries May 2008 - September 2011
Ocean Spray Cranberries October 2006 - May 2008
VetCor October 2005 - October 2006
Boston Financial Data Services October 2000 - June 2005
Environmental Careers Organization 1997 - 2000
Skills
Talent Acquisition, Job Analysis, Personnel Management, Workforce Planning, Diversity & Inclusion, Vendor Management, Employer Branding, Affirmative Action, Social Media, Community Outreach, Relocation, Onboarding, Talent Management, Employee Relations, Applicant Tracking..., Recruiting, Performance Management, HRIS, Deferred Compensation, Human Resources, Employee Engagement, College Recruiting, Technical Recruiting, Training, Employee Benefits, Leadership, New Hire Orientations, Succession Planning
Education
Emmanuel College 2006 — 2009
MS, Human Resources Management
State University of New York College at Plattsburgh 1990 — 1994
BS, Business Management
Anne Herbert Anne Herbert's Boston Financial Data Services Experience October 2009 - May 2014
Job Talent and Organization Development Professional
Industry Human Resources
Experience
Boston Financial Data Services October 2009 - May 2014
Talbots 2007 - 2009
J. Jill 2004 - 2007
Macy's 2002 - 2004
Macy's 2000 - 2002
Macy's 1998 - 2000
Eagle Bank 1994 - 1998
Bank of Hartford 1988 - 1994
Skills
Executive Coaching, Talent Management, Workshop Facilitation, Managing Meetings, Organizational..., Strategic Partnerships, Building Relationships, Human Resource..., Training, Leadership Development, Organizational Learning
Education
University of Hartford
Master's Degree
Drew University
B.A.
Boston Financial Data Services October 2009 - May 2014
Talbots 2007 - 2009
J. Jill 2004 - 2007
Macy's 2002 - 2004
Macy's 2000 - 2002
Macy's 1998 - 2000
Eagle Bank 1994 - 1998
Bank of Hartford 1988 - 1994
Skills
Executive Coaching, Talent Management, Workshop Facilitation, Managing Meetings, Organizational..., Strategic Partnerships, Building Relationships, Human Resource..., Training, Leadership Development, Organizational Learning
Education
University of Hartford
Master's Degree
Drew University
B.A.
Lindsey Grant's Boston Financial Data Services Experience September 2010 - April 2015
Job Indoor Cycling Instructor at Rockland Harbor YMCA
Industry Marketing and Advertising
Experience
Rockland Harbor YMCA June 2015 - Present
Dream Local Digital April 2015 - Present
Boston Financial Data Services September 2010 - April 2015
harbor beauty bar September 2005 - September 2006
Skills
Customer Service, Call Centers, Leadership, Financial Services, Management, Microsoft Office, Social Media, Marketing Strategy, Marketing, Budgets, Social Media Marketing, Strategic Planning, Project Management, Sales, Banking, Microsoft Excel, Team Building, SharePoint, Training, Windows 7, Process Improvement
Education
University of Maine at Augusta
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Drexel University
Fashion Merchandising
Rockland Harbor YMCA June 2015 - Present
Dream Local Digital April 2015 - Present
Boston Financial Data Services September 2010 - April 2015
harbor beauty bar September 2005 - September 2006
Skills
Customer Service, Call Centers, Leadership, Financial Services, Management, Microsoft Office, Social Media, Marketing Strategy, Marketing, Budgets, Social Media Marketing, Strategic Planning, Project Management, Sales, Banking, Microsoft Excel, Team Building, SharePoint, Training, Windows 7, Process Improvement
Education
University of Maine at Augusta
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Drexel University
Fashion Merchandising
Ken Ligunya Ken Ligunya's Boston Financial Data Services Experience June 2000 - August 2003
Job Business/Finance
Industry Financial Services
Experience
Brown Brothers Harriman September 2006 - 2013
Brown Brothers Harriman September 2003 - September 2006
Boston Financial Data Services June 2000 - August 2003
Skills
Lotus 123, Lotus Notes, Access Database, Windows, PowerPoint, C++, NT Workstation, NT Server, Data Communication, EAGLE Star System, DST System, Swahili, English, Miscrosoft Access 2000, Microsoft Office, Human Resources, Program Management, Windows NT, Analysis, Microsoft Excel
Education
Eastern Nazarene College 2012 — 2013
Bachelor of Science (BS), Business Administration, Management and Operations, Cum Laude
Quincy College 2000 — 2002
Associate's degree, Computer Science
Universal College Nairobi, Kenya 1996 — 1997
Diploma, Specialized Sales, Merchandising and Marketing Operations
Brown Brothers Harriman September 2006 - 2013
Brown Brothers Harriman September 2003 - September 2006
Boston Financial Data Services June 2000 - August 2003
Skills
Lotus 123, Lotus Notes, Access Database, Windows, PowerPoint, C++, NT Workstation, NT Server, Data Communication, EAGLE Star System, DST System, Swahili, English, Miscrosoft Access 2000, Microsoft Office, Human Resources, Program Management, Windows NT, Analysis, Microsoft Excel
Education
Eastern Nazarene College 2012 — 2013
Bachelor of Science (BS), Business Administration, Management and Operations, Cum Laude
Quincy College 2000 — 2002
Associate's degree, Computer Science
Universal College Nairobi, Kenya 1996 — 1997
Diploma, Specialized Sales, Merchandising and Marketing Operations
Keith Antaya's Boston Financial Data Services Experience June 2005 - June 2006
Job Senior Associate at Globeop
Industry Financial Services
Experience
GlobeOp Financial Services May 2011 - Present
SSC Technologies January 2010 - April 2011
CIGNA June 2006 - December 2009
Boston Financial Data Services June 2005 - June 2006
MFS Investment Management April 2004 - February 2005
Boston Capital June 2001 - April 2004
Skills
Investments, Mutual Funds, Due Diligence, Finance, Trading, Investor Relations, Investment Management, Accounting, Funding, Management, CRM, Real Estate, Customer Service, Accounts Payable, Training, Hedge Funds, Asset Management, Alternative Investments, Bloomberg, Equities
Education
Curry College 1997 — 2001
Bachelor's, Business Management; Finance and Accounting
GlobeOp Financial Services May 2011 - Present
SSC Technologies January 2010 - April 2011
CIGNA June 2006 - December 2009
Boston Financial Data Services June 2005 - June 2006
MFS Investment Management April 2004 - February 2005
Boston Capital June 2001 - April 2004
Skills
Investments, Mutual Funds, Due Diligence, Finance, Trading, Investor Relations, Investment Management, Accounting, Funding, Management, CRM, Real Estate, Customer Service, Accounts Payable, Training, Hedge Funds, Asset Management, Alternative Investments, Bloomberg, Equities
Education
Curry College 1997 — 2001
Bachelor's, Business Management; Finance and Accounting
Bill Odell's Boston Financial Data Services Experience December 2010 - Present
Job Client Relationship Senior Advisor at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services December 2010 - Present
Boston Financial Data Services January 1998 - November 2010
Action Events - Plymouth, Ma March 1995 - February 1998
WPLM / Campbell Sports Network April 1983 - March 1995
Skills
Mutual Funds, Process Improvement, Risk Management, Call Center, CRM, Management, Project Management, Business Analysis, Software Documentation, Financial Services, Customer Service, Investments, Relationship Management, Securities, Vendor Management, Requirements Analysis, Leadership, Business Process, Asset Managment, SDLC, Requirements Gathering, Program Management, Business Requirements, Microsoft Excel, Operations Management, Business Process..., Team Leadership, Analysis
Education
Fisher College
Fisher College
Business Management
Silver Lake High School
Boston Financial Data Services December 2010 - Present
Boston Financial Data Services January 1998 - November 2010
Action Events - Plymouth, Ma March 1995 - February 1998
WPLM / Campbell Sports Network April 1983 - March 1995
Skills
Mutual Funds, Process Improvement, Risk Management, Call Center, CRM, Management, Project Management, Business Analysis, Software Documentation, Financial Services, Customer Service, Investments, Relationship Management, Securities, Vendor Management, Requirements Analysis, Leadership, Business Process, Asset Managment, SDLC, Requirements Gathering, Program Management, Business Requirements, Microsoft Excel, Operations Management, Business Process..., Team Leadership, Analysis
Education
Fisher College
Fisher College
Business Management
Silver Lake High School
Tamao Buffalo-Ellis's Boston Financial Data Services Experience February 2005 - August 2007
Job Licensed Financial Agent and Youth Group Director
Industry Financial Services
Experience
Primerica Financial Services June 2005 - Present
Visionary Winter Guard 2005 - Present
Plymouth Public Schools February 2014 - June 2014
Plymouth Public Schools October 2013 - June 2014
Rob Peters Entertainment May 2012 - November 2013
Weymouth public schools September 2010 - December 2012
Rockland public schools June 2000 - May 2010
Boston Financial Data Services February 2005 - August 2007
Skills
Insurance, Savings, Customer Service, Compliance, Customer Relations, Team Building, Outlook, Administration, Problem Solving, Bookkeeping, Appointment Scheduling, Microsoft Office, Data Entry, Coaching, Term Life Insurance, Strategic Financial..., Office Management, Risk Management
Education
Curry College 2000 — 2004
BA, Political Science, History
Primerica Financial Services June 2005 - Present
Visionary Winter Guard 2005 - Present
Plymouth Public Schools February 2014 - June 2014
Plymouth Public Schools October 2013 - June 2014
Rob Peters Entertainment May 2012 - November 2013
Weymouth public schools September 2010 - December 2012
Rockland public schools June 2000 - May 2010
Boston Financial Data Services February 2005 - August 2007
Skills
Insurance, Savings, Customer Service, Compliance, Customer Relations, Team Building, Outlook, Administration, Problem Solving, Bookkeeping, Appointment Scheduling, Microsoft Office, Data Entry, Coaching, Term Life Insurance, Strategic Financial..., Office Management, Risk Management
Education
Curry College 2000 — 2004
BA, Political Science, History
Wendelyn Mapson Wendelyn Mapson's Boston Financial Data Services Experience October 2006 - January 2011
Job Retirement Plan Account Manager
Industry Financial Services
Experience
DST Retirement Solutions January 2011 - Present
Boston Financial Data Services October 2006 - January 2011
Comcast August 2001 - September 2005
Skills
Customer Service, Financial Services, Investments, Management, Microsoft Excel, Nonprofits, Mutual Funds, Process Improvement, Public Speaking, Retirement
Education
Eastern Nazarene College 2007 — 2009
BSBA, Business Administration
Hampton University 1991 — 1994
English Education
DST Retirement Solutions January 2011 - Present
Boston Financial Data Services October 2006 - January 2011
Comcast August 2001 - September 2005
Skills
Customer Service, Financial Services, Investments, Management, Microsoft Excel, Nonprofits, Mutual Funds, Process Improvement, Public Speaking, Retirement
Education
Eastern Nazarene College 2007 — 2009
BSBA, Business Administration
Hampton University 1991 — 1994
English Education
Laura Teixeira's Boston Financial Data Services Experience February 2007 - February 2008
Job Medicare Part D Specialist at Senior Whole Health
Industry Hospital & Health Care
Experience
Senior Whole Health July 2013 - Present
Mass Eye and Ear Infirmary March 2010 - July 2013
Wells Fargo Capital Finance November 2009 - February 2010
Evergreen Investments/Wells Fargo February 2008 - October 2009
Boston Financial Data Services February 2007 - February 2008
MT WASHINGTONBANK May 2005 - February 2007
Foot Locker 2004 - 2005
Skills
Customer Service, Lotus Notes, Social Media Marketing, Outlook, Microsoft Word, Training, Management, Time Management, Banking, Research, Microsoft Excel, PowerPoint, Microsoft Office, Spreadsheets, Insurance, Invoicing, Process Improvement, Teamwork, Team Building, Call Centers, Financial Services, Data Entry, HIPAA, Social Media, Administrative..., Customer Satisfaction, Leadership, Coaching, Employee Benefits, Recruiting, Event Planning, Analysis
Education
Eastern Nazarene College 2011 — 2013
Master's Degree of Science, Business Management
Eastern Nazarene College 2008 — 2011
Bachelor Degree, Business Administration
Computer Ed Institute 2003 — 2004
PC Support Technician Certificate
Senior Whole Health July 2013 - Present
Mass Eye and Ear Infirmary March 2010 - July 2013
Wells Fargo Capital Finance November 2009 - February 2010
Evergreen Investments/Wells Fargo February 2008 - October 2009
Boston Financial Data Services February 2007 - February 2008
MT WASHINGTONBANK May 2005 - February 2007
Foot Locker 2004 - 2005
Skills
Customer Service, Lotus Notes, Social Media Marketing, Outlook, Microsoft Word, Training, Management, Time Management, Banking, Research, Microsoft Excel, PowerPoint, Microsoft Office, Spreadsheets, Insurance, Invoicing, Process Improvement, Teamwork, Team Building, Call Centers, Financial Services, Data Entry, HIPAA, Social Media, Administrative..., Customer Satisfaction, Leadership, Coaching, Employee Benefits, Recruiting, Event Planning, Analysis
Education
Eastern Nazarene College 2011 — 2013
Master's Degree of Science, Business Management
Eastern Nazarene College 2008 — 2011
Bachelor Degree, Business Administration
Computer Ed Institute 2003 — 2004
PC Support Technician Certificate
Tina Redden-Mappin's Boston Financial Data Services Experience 1988 - 2004
Job Financial Services Operations and Client Relationship Manager
Industry Investment Management
Experience
Morgan Stanley 2012 - Present
T Rowe Price 2008 - 2012
T. Rowe Price 2004 - 2008
Boston Financial Data Services 1988 - 2004
Skills
Relationship Management, Mutual Funds, Client Services, Problem Solving, Project Management, Team Leadership, Financial Services, CRM, Investments, Risk Management, SDLC, Leadership, Six Sigma, Series 63, Series 6, Series 7, series 26, Critical Thinking, Training, Alternative Investments, Call Centers, Fixed Income, Equities, Vendor Management, Management, Process Improvement
Education
Eastern Nazarene College
BA, Psychology
MidAmerica Nazarene University
MBA, Total Quality Management
Morgan Stanley 2012 - Present
T Rowe Price 2008 - 2012
T. Rowe Price 2004 - 2008
Boston Financial Data Services 1988 - 2004
Skills
Relationship Management, Mutual Funds, Client Services, Problem Solving, Project Management, Team Leadership, Financial Services, CRM, Investments, Risk Management, SDLC, Leadership, Six Sigma, Series 63, Series 6, Series 7, series 26, Critical Thinking, Training, Alternative Investments, Call Centers, Fixed Income, Equities, Vendor Management, Management, Process Improvement
Education
Eastern Nazarene College
BA, Psychology
MidAmerica Nazarene University
MBA, Total Quality Management
Theresa Aiguier's Boston Financial Data Services Experience February 2013 - August 2014
Job Secretary at The MOMS Club® of Taunton, MA
Industry Nonprofit Organization Management
Experience
International MOMS Club 2013 - Present
Boston Financial Data Services February 2013 - August 2014
Jiten Hotel Management 2010 - 2012
PM Associates Inc December 2003 - October 2009
Brite Inc/US Markerboard June 2007 - October 2007
Brite Inc/US Markerboard March 2003 - December 2003
Skills
Windows XP Pro, PowerPoint, Microsoft Excel, Outlook, QuickBooks, Microsoft Word, Mas 90, Mas 200, M3 Accounting Software, Peachtree, DocStar, Accounting, Microsoft Office, Financial Statements, General Ledger, Payroll, Accounts Receivable, Accounts Payable, Invoicing, Bank Reconciliation, Tax, Account Reconciliation, Financial Analysis, Journal Entries, Accruals, Bookkeeping, Data Entry, Tax Preparation, Sales Tax, GAAP, Fixed Assets, Payroll Taxes, Revenue Recognition, Expenses, Depreciation, Year-end Close, Monthly Close, Cash Receipts, Use Tax, Tax Returns, Sales, Turbo Tax, Ledger, Monthly Closing, Year End Accounts, Balance Sheet, Cash, Balance, Consolidated Financial..., T-Value
Education
Curry College 2001 — 2005
Bachelor's degree, Business Administration and Management, General
St. Clare's High School
International MOMS Club 2013 - Present
Boston Financial Data Services February 2013 - August 2014
Jiten Hotel Management 2010 - 2012
PM Associates Inc December 2003 - October 2009
Brite Inc/US Markerboard June 2007 - October 2007
Brite Inc/US Markerboard March 2003 - December 2003
Skills
Windows XP Pro, PowerPoint, Microsoft Excel, Outlook, QuickBooks, Microsoft Word, Mas 90, Mas 200, M3 Accounting Software, Peachtree, DocStar, Accounting, Microsoft Office, Financial Statements, General Ledger, Payroll, Accounts Receivable, Accounts Payable, Invoicing, Bank Reconciliation, Tax, Account Reconciliation, Financial Analysis, Journal Entries, Accruals, Bookkeeping, Data Entry, Tax Preparation, Sales Tax, GAAP, Fixed Assets, Payroll Taxes, Revenue Recognition, Expenses, Depreciation, Year-end Close, Monthly Close, Cash Receipts, Use Tax, Tax Returns, Sales, Turbo Tax, Ledger, Monthly Closing, Year End Accounts, Balance Sheet, Cash, Balance, Consolidated Financial..., T-Value
Education
Curry College 2001 — 2005
Bachelor's degree, Business Administration and Management, General
St. Clare's High School
Scott Mazerall Scott Mazerall's Boston Financial Data Services Experience December 1999 - October 2000
Job I Partner with Individuals & Business Owners to Help Them Achieve Their Financial Goals
Industry Banking
Experience
Maziply Inc July 2014 - Present
Eastern Bank November 2011 - Present
SCM Web Group January 2004 - Present
Sovereign Bank Santander May 2008 - November 2011
Toyota Scion Suzuki of Weymouth (Tufankjian Toyota of Braintree) November 2000 - November 2006
Boston Financial Data Services December 1999 - October 2000
Skills
Sales, Management, Thinking Outside The Box, Coaching, Microsoft Office, Web Design, SEO, Creative Problem Solving, Strategic Leadership, Online Marketing, Acting, Singing, Dreamweaver, Photoshop, Research, Public Speaking, Adaptive, Consumer Lending, Loans, Marketing, Banking, Commercial Lending, Small Business, Sales Management
Education
Eastern Nazarene College
Western International University
Maziply Inc July 2014 - Present
Eastern Bank November 2011 - Present
SCM Web Group January 2004 - Present
Sovereign Bank Santander May 2008 - November 2011
Toyota Scion Suzuki of Weymouth (Tufankjian Toyota of Braintree) November 2000 - November 2006
Boston Financial Data Services December 1999 - October 2000
Skills
Sales, Management, Thinking Outside The Box, Coaching, Microsoft Office, Web Design, SEO, Creative Problem Solving, Strategic Leadership, Online Marketing, Acting, Singing, Dreamweaver, Photoshop, Research, Public Speaking, Adaptive, Consumer Lending, Loans, Marketing, Banking, Commercial Lending, Small Business, Sales Management
Education
Eastern Nazarene College
Western International University
Kerry Schultz Kerry Schultz's Boston Financial Data Services Experience December 2007 - November 2008
Job Administrative Coordinator at VNA of Boston
Industry Hospital & Health Care
Experience
VNA of Boston November 2008 - Present
Boston Financial Data Services December 2007 - November 2008
Boston Financial Data Services April 2004 - November 2007
Columbia Management January 1998 - October 2003
Skills
Writing, Accounting, Internal Audit, Microsoft Excel, Microsoft Word, Microsoft Office, Outlook, Research, Process Improvement, Data Analysis, Payroll
Education
Emerson College 1997 — 1999
M.A., Visual and Media Arts
Smith College 1990 — 1994
B.A., English Literature
VNA of Boston November 2008 - Present
Boston Financial Data Services December 2007 - November 2008
Boston Financial Data Services April 2004 - November 2007
Columbia Management January 1998 - October 2003
Skills
Writing, Accounting, Internal Audit, Microsoft Excel, Microsoft Word, Microsoft Office, Outlook, Research, Process Improvement, Data Analysis, Payroll
Education
Emerson College 1997 — 1999
M.A., Visual and Media Arts
Smith College 1990 — 1994
B.A., English Literature
Barry Golden Barry Golden's Boston Financial Data Services Experience March 2004 - Present
Job Call Mentor at Automatic Data Processing
Industry Information Services
Experience
ADP June 2005 - Present
ADP June 2005 - Present
ADP March 2004 - Present
Boston Financial Data Services March 2004 - Present
ADP March 2004 - June 2005
Evergreen Investments February 2002 - July 2004
Evergreen Service Co December 2000 - July 2003
Adecco Temps January 2000 - November 2000
Skills
Software Documentation, Management, Training, ADP Payroll, Performance Management
Education
Fisher College
Fisher College
Business ManagementBusiness and Marketing
ADP June 2005 - Present
ADP June 2005 - Present
ADP March 2004 - Present
Boston Financial Data Services March 2004 - Present
ADP March 2004 - June 2005
Evergreen Investments February 2002 - July 2004
Evergreen Service Co December 2000 - July 2003
Adecco Temps January 2000 - November 2000
Skills
Software Documentation, Management, Training, ADP Payroll, Performance Management
Education
Fisher College
Fisher College
Business ManagementBusiness and Marketing
Josh Bohlander Josh Bohlander's Boston Financial Data Services Experience September 1999 - June 2001
Job Vice President, Advisor Technology at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. May 2011 - Present
Raymond James Financial March 2007 - May 2011
Raymond James Financial April 2005 - February 2007
Raymond James Financial July 2001 - March 2005
Boston Financial Data Services September 1999 - June 2001
Skills
Advisory Boards, Priority Setting, Product Management, Strategic Communications, Customer Relations, Public Speaking, Presentation Development, Customer Service, Technology Leadership, Portfolio Management, Change Management, Strategic Financial..., Budgets, Management, Mergers & Acquisitions, Team Management, Securities, Mutual Funds, SDLC, Asset Allocation, Financial Advisory, Process Improvement, Financial Services, Asset Management, Retirement, Risk Management, Retirement Planning, Wealth Management, Business Analysis, Investment Strategies, Investment Advisory, Vendor Management, Program Management, Product Innovation
Education
Eckerd College 1990 — 1994
B.A., Business Management
Raymond James Financial Inc. May 2011 - Present
Raymond James Financial March 2007 - May 2011
Raymond James Financial April 2005 - February 2007
Raymond James Financial July 2001 - March 2005
Boston Financial Data Services September 1999 - June 2001
Skills
Advisory Boards, Priority Setting, Product Management, Strategic Communications, Customer Relations, Public Speaking, Presentation Development, Customer Service, Technology Leadership, Portfolio Management, Change Management, Strategic Financial..., Budgets, Management, Mergers & Acquisitions, Team Management, Securities, Mutual Funds, SDLC, Asset Allocation, Financial Advisory, Process Improvement, Financial Services, Asset Management, Retirement, Risk Management, Retirement Planning, Wealth Management, Business Analysis, Investment Strategies, Investment Advisory, Vendor Management, Program Management, Product Innovation
Education
Eckerd College 1990 — 1994
B.A., Business Management
Maureen Bonnar's Boston Financial Data Services Experience January 1980 - August 2005
Job Financial Services Professional
Industry Financial Services
Experience
MassMutual Financial Group February 2010 - Present
GunnAllen Financial August 2005 - March 2009
Boston Financial Data Services January 1980 - August 2005
Bsoton Financial Data Services 1980 - 2005
Boston Financial 1980 - 2005
Education
Eastern Nazarene College 1999 — 2001
BS/BA, Business Management
MassMutual Financial Group February 2010 - Present
GunnAllen Financial August 2005 - March 2009
Boston Financial Data Services January 1980 - August 2005
Bsoton Financial Data Services 1980 - 2005
Boston Financial 1980 - 2005
Education
Eastern Nazarene College 1999 — 2001
BS/BA, Business Management
Michael Ship QKA, CEBS, RPA, GBA Michael Ship QKA, CEBS, RPA, GBA's Boston Financial Data Services Experience 2000 - 2002
Job Plan Admin/Conversion/Compliance Consultant & 401k PROJECT CONNECT Manager
Industry Financial Services
Experience
Enterprise Iron 2007 - Present
TIAA-CREF 2007 - 2009
RDC 2003 - 2006
Boston Financial Data Services 2000 - 2002
State Street Global Advisors (ING) 1998 - 2000
State Street Global Advisors 1995 - 1998
The Center for Business Intelligence 1993 - 1996
Education
Amercan Society of Pension Professionals & Actuaries
Fitchburg State University
University of Pennsylvania - The Wharton School
Enterprise Iron 2007 - Present
TIAA-CREF 2007 - 2009
RDC 2003 - 2006
Boston Financial Data Services 2000 - 2002
State Street Global Advisors (ING) 1998 - 2000
State Street Global Advisors 1995 - 1998
The Center for Business Intelligence 1993 - 1996
Education
Amercan Society of Pension Professionals & Actuaries
Fitchburg State University
University of Pennsylvania - The Wharton School
susan adamson's Boston Financial Data Services Experience November 2006 - June 2008
Job Risk Oversight Officer, Cards and Merchant Services at Santander Bank, N.A.
Industry Financial Services
Experience
Santander Bank, N.A. June 2015 - Present
Santander Bank, N.A. March 2014 - Present
MFS Investment Management June 2008 - March 2014
Boston Financial Data Services November 2006 - June 2008
Boston Financial Data Services November 2003 - November 2006
Boston Financial Data Services June 1998 - November 2003
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, HTML, Banking, Internal Audit, Finance, Risk Management, Financial Risk, Financial Analysis, Financial Modeling, Operational Risk, Analysis, Business Analysis, Financial Services, Management, Process Improvement, Retail Banking
Education
Curry College
Curry College
Santander Bank, N.A. June 2015 - Present
Santander Bank, N.A. March 2014 - Present
MFS Investment Management June 2008 - March 2014
Boston Financial Data Services November 2006 - June 2008
Boston Financial Data Services November 2003 - November 2006
Boston Financial Data Services June 1998 - November 2003
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, HTML, Banking, Internal Audit, Finance, Risk Management, Financial Risk, Financial Analysis, Financial Modeling, Operational Risk, Analysis, Business Analysis, Financial Services, Management, Process Improvement, Retail Banking
Education
Curry College
Curry College
Steven Govaert Steven Govaert's Boston Financial Data Services Experience November 1995 - October 1997
Job
Industry Financial Services
Experience
New York Life Investment Management November 1997 - January 2005
Boston Financial Data Services November 1995 - October 1997
Skills
Mutual Funds, Brokerage, Operations Management, Call Center, Annuities, Insurance, Transfer Agent, Fixed Annuities, Retirement Planning, Asset Management, Investments, Call Centers, Securities, Leadership, Management, Trading, Vendor Management, Series 63, Financial Services, Series 7, Product Management, Wealth Management, Asset Allocation
Education
Harvard University 1989 — 1993
Bachelor of Liberal Arts, Economics
Embry-Riddle Aeronautical University 1988 — 1989
New York Life Investment Management November 1997 - January 2005
Boston Financial Data Services November 1995 - October 1997
Skills
Mutual Funds, Brokerage, Operations Management, Call Center, Annuities, Insurance, Transfer Agent, Fixed Annuities, Retirement Planning, Asset Management, Investments, Call Centers, Securities, Leadership, Management, Trading, Vendor Management, Series 63, Financial Services, Series 7, Product Management, Wealth Management, Asset Allocation
Education
Harvard University 1989 — 1993
Bachelor of Liberal Arts, Economics
Embry-Riddle Aeronautical University 1988 — 1989
Jasmine Wilson-Holmes Jasmine Wilson-Holmes's Boston Financial Data Services Experience July 2007 - May 2008
Job Student at University of Phoenix
Industry Medical Practice
Experience
Shepherd Center August 2013 - Present
Athens Gastroenterology Association July 2010 - February 2013
Boston Financial Data Services July 2007 - May 2008
Xpress Loan Servicing June 2005 - August 2006
Olansky Dermatology Association October 2004 - April 2005
Skills
Administration, Medical Records, Management, Problem Solving, Appointment Scheduling, Healthcare Management, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Training, Leadership, Outlook, PowerPoint, Data Entry, Time Management, Human Resources, Strategic Planning, Teamwork, Team Leadership, Recruiting, Healthcare, Budgets, Coaching
Education
University of Phoenix 2013 — 2015
Master of Business Administration (MBA), Health/Health Care Administration/Management
University of Phoenix 2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Georgia Perimeter College 2004 — 2004
Continuing Education, Medical Billing & Coding
Shepherd Center August 2013 - Present
Athens Gastroenterology Association July 2010 - February 2013
Boston Financial Data Services July 2007 - May 2008
Xpress Loan Servicing June 2005 - August 2006
Olansky Dermatology Association October 2004 - April 2005
Skills
Administration, Medical Records, Management, Problem Solving, Appointment Scheduling, Healthcare Management, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Training, Leadership, Outlook, PowerPoint, Data Entry, Time Management, Human Resources, Strategic Planning, Teamwork, Team Leadership, Recruiting, Healthcare, Budgets, Coaching
Education
University of Phoenix 2013 — 2015
Master of Business Administration (MBA), Health/Health Care Administration/Management
University of Phoenix 2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Georgia Perimeter College 2004 — 2004
Continuing Education, Medical Billing & Coding
Averil Svahn, PMP Averil Svahn, PMP's Boston Financial Data Services Experience October 2010 - April 2011
Job Project Leader at Brown Brothers Harriman
Industry Information Technology and Services
Experience
Brown Brothers Harriman January 2014 - Present
Brown Brothers Harriman May 2011 - January 2014
LeapFrog Systems October 2010 - January 2014
Boston Financial Data Services October 2010 - April 2011
Fidelity Investments November 1992 - April 2010
Putnam Investments February 1987 - November 1992
Boston Financial Data Services August 1986 - February 1987
Skills
SDLC, Program Management, Process Improvement, Project Management, PMP, Management, Leadership, Team Building, Quality Assurance, Vendor Management, Business Analysis, Software Project..., Budgets, Financial Services, Project Portfolio..., Relationship Management
Education
Denison University 1982 — 1986
BA Economics, Economics and Spanish
Winchester High School
Brown Brothers Harriman January 2014 - Present
Brown Brothers Harriman May 2011 - January 2014
LeapFrog Systems October 2010 - January 2014
Boston Financial Data Services October 2010 - April 2011
Fidelity Investments November 1992 - April 2010
Putnam Investments February 1987 - November 1992
Boston Financial Data Services August 1986 - February 1987
Skills
SDLC, Program Management, Process Improvement, Project Management, PMP, Management, Leadership, Team Building, Quality Assurance, Vendor Management, Business Analysis, Software Project..., Budgets, Financial Services, Project Portfolio..., Relationship Management
Education
Denison University 1982 — 1986
BA Economics, Economics and Spanish
Winchester High School
Philip Blake's Boston Financial Data Services Experience October 2005 - Present
Job CoContributor for Strategyzer Alex Osterwalder's "Value Proposition Design" Book
Industry Financial Services
Experience
Strategyzer - Alex Osterwalder's "Value Proposition Design" Book April 2014 - Present
Boston Financial Data Services October 2005 - Present
International Financial Data Services May 2008 - July 2008
Aviva Life Insurance October 2003 - April 2005
Aviva Life Insurance October 2000 - October 2003
Skills
Business Model..., Strategic Customer..., Business Model..., Value Propositions, Business Modeling, Lean Startup, Product Development, Product Management, Competitive Analysis, Business Opportunity..., Business Development, New Business Development, Business Analysis, Business Strategy, Business Requirements, Requirements Gathering, Business Process..., Process Improvement, Change Management, Financial Services, Business Process, Consulting, Team Leadership, Vendor Management, Problem Solving, Teamwork, Strategic Planning, Functional Requirements, Use Case Analysis, User Stories, SDLC, Strategic Partnerships, Business Planning, Quality Management, Regulatory Requirements, Requirements..., Research, Business Case, Performance Reporting, Software Requirements, User Scenarios, Healthcare Information..., Strategy, Start-ups
Education
Massachusetts Institute of Technology 2014 — 2016
Eastern Nazarene College 1999 — 2002
Bachelor's degree, Business Administration, Management and Operations
Hampden Academy 1995 — 1998
Strategyzer - Alex Osterwalder's "Value Proposition Design" Book April 2014 - Present
Boston Financial Data Services October 2005 - Present
International Financial Data Services May 2008 - July 2008
Aviva Life Insurance October 2003 - April 2005
Aviva Life Insurance October 2000 - October 2003
Skills
Business Model..., Strategic Customer..., Business Model..., Value Propositions, Business Modeling, Lean Startup, Product Development, Product Management, Competitive Analysis, Business Opportunity..., Business Development, New Business Development, Business Analysis, Business Strategy, Business Requirements, Requirements Gathering, Business Process..., Process Improvement, Change Management, Financial Services, Business Process, Consulting, Team Leadership, Vendor Management, Problem Solving, Teamwork, Strategic Planning, Functional Requirements, Use Case Analysis, User Stories, SDLC, Strategic Partnerships, Business Planning, Quality Management, Regulatory Requirements, Requirements..., Research, Business Case, Performance Reporting, Software Requirements, User Scenarios, Healthcare Information..., Strategy, Start-ups
Education
Massachusetts Institute of Technology 2014 — 2016
Eastern Nazarene College 1999 — 2002
Bachelor's degree, Business Administration, Management and Operations
Hampden Academy 1995 — 1998
Jim Finn Jim Finn's Boston Financial Data Services Experience April 2013 - Present
Job Director of Engineering at Boston Financial Data Services
Industry Telecommunications
Experience
Boston Financial Data Services April 2013 - Present
Boston Financial Data Services November 2010 - January 2015
Broadview Networks February 2008 - November 2010
Broadview Networks April 2002 - February 2008
Network Plus 2000 - 2003
AT&T Local / Teleport Communications Group 1998 - 2000
Skills
Leadership, IT Strategy, Cross-functional Team..., Organizational Change, Process Engineering, IT Management, Program Management, Vendor Management, Information Technology, Strategy, Infrastructure Planning, Telecommunications, IT Service Management, System Architecture, Wireless Networking, Integration, Troubleshooting, Managed Services, VoIP, Wireless, IP, Telecom Infrastructure, Network Security, Infrastructure, Unified Communications, Enterprise Software, Networking, WAN, Change Management, Cloud Computing, Telephony, Management, Data Center, Firewalls, VPN, Security, VMware, Routing, MPLS, SIP, Disaster Recovery, Virtualization, System Deployment, TCP/IP, Testing, Cisco Technologies, Servers, Ethernet, CRM
Education
Embry-Riddle Aeronautical University 1992 — 1997
Bachelor of Science (B.S.), Aerospace Studies
Boston Financial Data Services April 2013 - Present
Boston Financial Data Services November 2010 - January 2015
Broadview Networks February 2008 - November 2010
Broadview Networks April 2002 - February 2008
Network Plus 2000 - 2003
AT&T Local / Teleport Communications Group 1998 - 2000
Skills
Leadership, IT Strategy, Cross-functional Team..., Organizational Change, Process Engineering, IT Management, Program Management, Vendor Management, Information Technology, Strategy, Infrastructure Planning, Telecommunications, IT Service Management, System Architecture, Wireless Networking, Integration, Troubleshooting, Managed Services, VoIP, Wireless, IP, Telecom Infrastructure, Network Security, Infrastructure, Unified Communications, Enterprise Software, Networking, WAN, Change Management, Cloud Computing, Telephony, Management, Data Center, Firewalls, VPN, Security, VMware, Routing, MPLS, SIP, Disaster Recovery, Virtualization, System Deployment, TCP/IP, Testing, Cisco Technologies, Servers, Ethernet, CRM
Education
Embry-Riddle Aeronautical University 1992 — 1997
Bachelor of Science (B.S.), Aerospace Studies
Seneca Gore's Boston Financial Data Services Experience August 2015 - Present
Job Health Care Management
Industry Hospital & Health Care
Experience
Boston Financial Data Services August 2015 - Present
General Dynamics Information Technology August 2014 - Present
General Dynamics Information Technology November 2014 - April 2015
Burger King June 2013 - September 2013
AMG services August 2012 - October 2012
Skills
Customer Service, Process Scheduler, First Aid, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Social Networking, Management, Marketing, Leadership, Customer Satisfaction, Negotiation, Accounting, Software Documentation, Security, Training, Time Management, Access, Team Building
Education
University of Saint Mary 2012 — 2014
Master of Business Administration (M.B.A.), Health/Health Care Administration/Management, 3.75
Haskell Indian Nations University 2009 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
Boston Financial Data Services August 2015 - Present
General Dynamics Information Technology August 2014 - Present
General Dynamics Information Technology November 2014 - April 2015
Burger King June 2013 - September 2013
AMG services August 2012 - October 2012
Skills
Customer Service, Process Scheduler, First Aid, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Social Networking, Management, Marketing, Leadership, Customer Satisfaction, Negotiation, Accounting, Software Documentation, Security, Training, Time Management, Access, Team Building
Education
University of Saint Mary 2012 — 2014
Master of Business Administration (M.B.A.), Health/Health Care Administration/Management, 3.75
Haskell Indian Nations University 2009 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
Laura Faelten Dopazo Laura Faelten Dopazo's Boston Financial Data Services Experience January 2011 - May 2011
Job Business Systems Analyst at MFS Investment Management
Industry Information Technology and Services
Experience
MFS Investment Management January 2014 - Present
BNY Mellon January 2012 - January 2014
Putnam Investments September 2011 - January 2012
Manulife Financial/John Hancock May 2011 - August 2011
Boston Financial Data Services January 2011 - May 2011
Omgeo July 2010 - December 2010
Wellington Management September 2009 - January 2010
BlackRock 2006 - 2009
BlackRock, Tokyo Japan (formerly MLIM) 2007 - 2007
State Street Bank 2005 - 2006
Skills
Business Analysis, Fixed Income, Financial Services, Equities, Trading, Requirements Gathering, SDLC, Derivatives, Requirements Analysis, Relationship Management, FX Options, SWIFT messaging, Microsoft Office, Securities, Middle Office, Equity Derivatives, XML, Data Mapping, Functional Requirements, Options, Leadership, Business Requirements, Functional..., Vendor Management, Mutual Funds, Portfolio Management, Hedge Funds, User Acceptance Testing, Settlement, Investments, Banking, Asset Management, Prime Brokerage, Equity Trading, Customer Relations, Corporate Actions, Agile Methodologies, Exchange Traded..., Futures Trading, OTC derivatives, Collateral Management, FpML, Clearing Houses, Project Management, Project Planning
Education
University of Massachusetts at Lowell 2010 — 2013
Certificate Program, Information Technology
Emmanuel College 1990 — 1993
B.A., Political Science/International Relations
MFS Investment Management January 2014 - Present
BNY Mellon January 2012 - January 2014
Putnam Investments September 2011 - January 2012
Manulife Financial/John Hancock May 2011 - August 2011
Boston Financial Data Services January 2011 - May 2011
Omgeo July 2010 - December 2010
Wellington Management September 2009 - January 2010
BlackRock 2006 - 2009
BlackRock, Tokyo Japan (formerly MLIM) 2007 - 2007
State Street Bank 2005 - 2006
Skills
Business Analysis, Fixed Income, Financial Services, Equities, Trading, Requirements Gathering, SDLC, Derivatives, Requirements Analysis, Relationship Management, FX Options, SWIFT messaging, Microsoft Office, Securities, Middle Office, Equity Derivatives, XML, Data Mapping, Functional Requirements, Options, Leadership, Business Requirements, Functional..., Vendor Management, Mutual Funds, Portfolio Management, Hedge Funds, User Acceptance Testing, Settlement, Investments, Banking, Asset Management, Prime Brokerage, Equity Trading, Customer Relations, Corporate Actions, Agile Methodologies, Exchange Traded..., Futures Trading, OTC derivatives, Collateral Management, FpML, Clearing Houses, Project Management, Project Planning
Education
University of Massachusetts at Lowell 2010 — 2013
Certificate Program, Information Technology
Emmanuel College 1990 — 1993
B.A., Political Science/International Relations
Brian Radcliffe's Boston Financial Data Services Experience April 2015 - Present
Job Financial Control Administrator at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services April 2015 - Present
MassMutual Financial Group January 2013 - April 2015
The Hartford March 2008 - December 2012
MFS Investment Management March 1998 - February 2008
John Hancock Financial Services September 1993 - March 1998
Skills
Financial Services, 401k, Experienced Business..., Business Analysis, Retirement, Qualified Retirement..., Mutual Funds, Control Accounting, Securities, Information Technology, Microsoft Access, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Customer Support, SharePoint, Facilitation, Elicitation, Pensions, FINRA, Sales, Software Quality..., SDLC, Public Speaking, Financial Reporting, User Acceptance Testing, Systems Analysis
Education
Framingham State University 1991 — 1996
Master's Degree, Business Administration and Management, General
Framingham State University 1985 — 1989
Bachelor's Degree, Economics
Boston Financial Data Services April 2015 - Present
MassMutual Financial Group January 2013 - April 2015
The Hartford March 2008 - December 2012
MFS Investment Management March 1998 - February 2008
John Hancock Financial Services September 1993 - March 1998
Skills
Financial Services, 401k, Experienced Business..., Business Analysis, Retirement, Qualified Retirement..., Mutual Funds, Control Accounting, Securities, Information Technology, Microsoft Access, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Customer Support, SharePoint, Facilitation, Elicitation, Pensions, FINRA, Sales, Software Quality..., SDLC, Public Speaking, Financial Reporting, User Acceptance Testing, Systems Analysis
Education
Framingham State University 1991 — 1996
Master's Degree, Business Administration and Management, General
Framingham State University 1985 — 1989
Bachelor's Degree, Economics
Mitchell Evans Mitchell Evans's Boston Financial Data Services Experience June 2007 - May 2008
Job Business Development Consultant at Humana
Industry Hospital & Health Care
Experience
Humana May 2014 - Present
Humana May 2011 - May 2014
Access Academies January 2011 - May 2011
Beechcraft June 2008 - October 2009
Boston Financial Data Services June 2007 - May 2008
Skills
Six Sigma, Leadership Development, Financial Modeling, Financial Analysis, Data Analysis, Process Improvement, Business Analysis, Strategy, Cross-functional Team..., Strategic Planning, Competitive Analysis, Business Strategy, Analysis, Business Process..., Management Consulting
Education
Washington University in St. Louis - Olin Business School 2010 — 2012
MBA, Corporate Strategy, Finance
ESADE Business School 2011 — 2011
MBA, International Business
University of Kansas
Bachelor of Science, Business/Finance
Humana May 2014 - Present
Humana May 2011 - May 2014
Access Academies January 2011 - May 2011
Beechcraft June 2008 - October 2009
Boston Financial Data Services June 2007 - May 2008
Skills
Six Sigma, Leadership Development, Financial Modeling, Financial Analysis, Data Analysis, Process Improvement, Business Analysis, Strategy, Cross-functional Team..., Strategic Planning, Competitive Analysis, Business Strategy, Analysis, Business Process..., Management Consulting
Education
Washington University in St. Louis - Olin Business School 2010 — 2012
MBA, Corporate Strategy, Finance
ESADE Business School 2011 — 2011
MBA, International Business
University of Kansas
Bachelor of Science, Business/Finance
Lisa Cardinal's Boston Financial Data Services Experience 1984 - 1985
Job Empower Retirement
Industry Financial Services
Experience
Empower Retirement, Great West Financial 2012 - Present
AFS/Guardian Life 2009 - 2011
Fidelity Investments 2006 - 2009
TIAA-CREF 1998 - 2006
Massachusetts Financial Services 1996 - 1998
Pioneer Mutual Funds 1986 - 1996
Boston Financial Data Services 1984 - 1985
Skills
Defined Benefit, 401k, Retirement, Executive Pay, Retirement Plan..., ERISA, Employee Benefits, Series 63, Pensions, Retirement Planning, Mutual Funds, Series 7, Deferred Compensation, Fixed Annuities, Series 6, Wealth Management, Financial Services, FINRA, Life Insurance, Relationship Management, Asset Allocation, Securities, Investment Advisory, Disability Insurance, Investments, Uniform Combined State..., Strategic Financial...
Education
Northeastern University - Graduate School of Business Administration 2005 — 2009
MBA
Empower Retirement, Great West Financial 2012 - Present
AFS/Guardian Life 2009 - 2011
Fidelity Investments 2006 - 2009
TIAA-CREF 1998 - 2006
Massachusetts Financial Services 1996 - 1998
Pioneer Mutual Funds 1986 - 1996
Boston Financial Data Services 1984 - 1985
Skills
Defined Benefit, 401k, Retirement, Executive Pay, Retirement Plan..., ERISA, Employee Benefits, Series 63, Pensions, Retirement Planning, Mutual Funds, Series 7, Deferred Compensation, Fixed Annuities, Series 6, Wealth Management, Financial Services, FINRA, Life Insurance, Relationship Management, Asset Allocation, Securities, Investment Advisory, Disability Insurance, Investments, Uniform Combined State..., Strategic Financial...
Education
Northeastern University - Graduate School of Business Administration 2005 — 2009
MBA
Margo Crofton's Boston Financial Data Services Experience 1997 - 2002
Job Branch Manager South at Partners Private Care
Industry Hospital & Health Care
Experience
Partners Private Care July 2007 - Present
Partners HealthCare April 2005 - June 2007
State Street 2002 - 2006
Boston Financial Data Services 1997 - 2002
Education
Eastern Nazarene College 1998 — 2000
BA, Management
Partners Private Care July 2007 - Present
Partners HealthCare April 2005 - June 2007
State Street 2002 - 2006
Boston Financial Data Services 1997 - 2002
Education
Eastern Nazarene College 1998 — 2000
BA, Management
Kien On's Boston Financial Data Services Experience 1997 - 2000
Job Connecting with Clients & Striving for Operations Excellence since 1998
Industry Consumer Services
Experience
Meilo/Vario Corp 2015 - Present
Place2B & Co., LC March 2013 - July 2014
Tiffany & Co. March 2012 - February 2013
Sun Life Financial March 2006 - March 2012
Open Ratings June 2003 - June 2005
Capital Crossing Bank June 2001 - June 2003
Boston Financial Data Services 1997 - 2000
Skills
Negotiation, Quality Management, International Business, Trend Analysis, Team Building, CRM, Innovative Thinking, Strategy, Process Improvement, Management, Customer Service, Entrepreneurship, Startup Development, Business Coaching, Development Of Teams, Social Media Marketing, Branding & Identity, Sales Promotion, Cultural Management, Client Relationship..., Globalization, Emerging Trends, Concept Design, Life & Health Insurance..., Series 6, Long Term Care Insurance, Disability Insurance, Variable Annuities, Variable Life, Equity Indexed Annuities, Mutual Funds, Property & Casualty..., Sales, Strategic Planning, Marketing Strategy, Leadership
Education
Northeastern University - Graduate School of Business Administration 2008 — 2012
Master of Business Administration (MBA), International Management; Marketing
Northeastern University 2000 — 2004
Bachelor of Science (B.S.), International Business; Marketing
Meilo/Vario Corp 2015 - Present
Place2B & Co., LC March 2013 - July 2014
Tiffany & Co. March 2012 - February 2013
Sun Life Financial March 2006 - March 2012
Open Ratings June 2003 - June 2005
Capital Crossing Bank June 2001 - June 2003
Boston Financial Data Services 1997 - 2000
Skills
Negotiation, Quality Management, International Business, Trend Analysis, Team Building, CRM, Innovative Thinking, Strategy, Process Improvement, Management, Customer Service, Entrepreneurship, Startup Development, Business Coaching, Development Of Teams, Social Media Marketing, Branding & Identity, Sales Promotion, Cultural Management, Client Relationship..., Globalization, Emerging Trends, Concept Design, Life & Health Insurance..., Series 6, Long Term Care Insurance, Disability Insurance, Variable Annuities, Variable Life, Equity Indexed Annuities, Mutual Funds, Property & Casualty..., Sales, Strategic Planning, Marketing Strategy, Leadership
Education
Northeastern University - Graduate School of Business Administration 2008 — 2012
Master of Business Administration (MBA), International Management; Marketing
Northeastern University 2000 — 2004
Bachelor of Science (B.S.), International Business; Marketing
Patrice Pearson Patrice Pearson's Boston Financial Data Services Experience December 2006 - December 2008
Job Financial Services Professional
Industry Financial Services
Experience
BNY Mellon 2009 - 2013
Boston Financial Data Services December 2006 - December 2008
Computershare US October 2005 - December 2006
Skills
Customer Service, Financial Reporting, Financial Analysis, Financial Statements, Auditing, Accounting, Quality Control, Analysis, Finance, Time Management
Education
Curry College 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Newbury College 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General
BNY Mellon 2009 - 2013
Boston Financial Data Services December 2006 - December 2008
Computershare US October 2005 - December 2006
Skills
Customer Service, Financial Reporting, Financial Analysis, Financial Statements, Auditing, Accounting, Quality Control, Analysis, Finance, Time Management
Education
Curry College 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Newbury College 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General
Robert Krenzel's Boston Financial Data Services Experience September 2015 - Present
Job Education & Development Supervisor
Industry Military
Experience
Boston Financial Data Services September 2015 - Present
self-employed February 2013 - Present
US Army Command and General Staff College May 2013 - August 2015
US Army Command and General Staff College July 2012 - April 2013
10th Mountain Division, Fort Drum, NY October 2011 - June 2012
Regional Command-South March 2011 - October 2011
1st Brigade Combat Team, 10th Mountain Division June 2009 - February 2011
1st Brigade Combat Team, 10th Mountain Division January 2009 - June 2009
1st Brigade Combat Team, 10th Mountain Division June 2007 - January 2009
1-71 Cavalry, 10th Mountain Division June 2006 - June 2007
Skills
Training, Military Operations, Operations Management, Army, Project Planning, Management, Team Building, Cross-functional Team..., Security Clearance, Military, Operational Planning, Team Leadership, Crisis Management, Strategic Planning, Command, Military Experience, Management Consulting, Public Speaking, Critical Thinking, National Security, Leadership, Published Author, Team Management, Human Resource..., Logistics Management, Educational Leadership, Time Management, Conflict Resolution, Multi Tasking, Cultural Awareness, Organizational Culture, Computer Proficiency, Flexibility, Adaptability, Task-oriented, Situational Leadership, Situational Awareness, Risk Management, Risk Assessment, Timely Decision Making, Ethical Decision Making, Interpersonal Leadership, Great Motivator, Integrity, Maintenance Management, Interviewing Skills, Standards Compliance, Employee Training, DoD
Education
Eastern Connecticut State University 2001 — 2003
Master of Science (MS), Organizational Management
Rutgers, The State University of New Jersey-New Brunswick 1987 — 1991
Bachelor of Arts (B.A.), History
St Joe's High School 1983 — 1987
Boston Financial Data Services September 2015 - Present
self-employed February 2013 - Present
US Army Command and General Staff College May 2013 - August 2015
US Army Command and General Staff College July 2012 - April 2013
10th Mountain Division, Fort Drum, NY October 2011 - June 2012
Regional Command-South March 2011 - October 2011
1st Brigade Combat Team, 10th Mountain Division June 2009 - February 2011
1st Brigade Combat Team, 10th Mountain Division January 2009 - June 2009
1st Brigade Combat Team, 10th Mountain Division June 2007 - January 2009
1-71 Cavalry, 10th Mountain Division June 2006 - June 2007
Skills
Training, Military Operations, Operations Management, Army, Project Planning, Management, Team Building, Cross-functional Team..., Security Clearance, Military, Operational Planning, Team Leadership, Crisis Management, Strategic Planning, Command, Military Experience, Management Consulting, Public Speaking, Critical Thinking, National Security, Leadership, Published Author, Team Management, Human Resource..., Logistics Management, Educational Leadership, Time Management, Conflict Resolution, Multi Tasking, Cultural Awareness, Organizational Culture, Computer Proficiency, Flexibility, Adaptability, Task-oriented, Situational Leadership, Situational Awareness, Risk Management, Risk Assessment, Timely Decision Making, Ethical Decision Making, Interpersonal Leadership, Great Motivator, Integrity, Maintenance Management, Interviewing Skills, Standards Compliance, Employee Training, DoD
Education
Eastern Connecticut State University 2001 — 2003
Master of Science (MS), Organizational Management
Rutgers, The State University of New Jersey-New Brunswick 1987 — 1991
Bachelor of Arts (B.A.), History
St Joe's High School 1983 — 1987
Jason Sprung Jason Sprung's Boston Financial Data Services Experience September 2005 - May 2006
Job Payroll Specialist
Industry Human Resources
Experience
EnerNOC July 2013 - February 2015
EMD Serono October 2007 - April 2013
Health Dialog May 2006 - October 2007
Boston Financial Data Services September 2005 - May 2006
Houghton Mifflin October 2000 - April 2005
Skills
Payroll, Benefits Administration, ADP Payforce, Personnel Management, Employee Benefits, Employee Relations, Human Resources, ADP E-Time, ADP ezLaborManager, Customer Service, 401k, ADP ReportSmith, Accounting, Dedication to work, General Ledger, HRIS, ADP Payroll, Payroll Reporting, Talent Acquisition, Deferred Compensation
Education
Curry College 2009 — 2011
n/a, Human Resources
Quincy College 2008 — 2011
n/a, Business
Hesser College 1995 — 1996
None, Criminal Justice
EnerNOC July 2013 - February 2015
EMD Serono October 2007 - April 2013
Health Dialog May 2006 - October 2007
Boston Financial Data Services September 2005 - May 2006
Houghton Mifflin October 2000 - April 2005
Skills
Payroll, Benefits Administration, ADP Payforce, Personnel Management, Employee Benefits, Employee Relations, Human Resources, ADP E-Time, ADP ezLaborManager, Customer Service, 401k, ADP ReportSmith, Accounting, Dedication to work, General Ledger, HRIS, ADP Payroll, Payroll Reporting, Talent Acquisition, Deferred Compensation
Education
Curry College 2009 — 2011
n/a, Human Resources
Quincy College 2008 — 2011
n/a, Business
Hesser College 1995 — 1996
None, Criminal Justice
Gregory Barber Gregory Barber's Boston Financial Data Services Experience January 2006 - June 2007
Job Strategic Marketing Advisor at CVS Health
Industry Marketing and Advertising
Experience
CVS Health September 2015 - Present
AdChuck February 2015 - Present
Swipely November 2014 - January 2015
LogMeIn June 2014 - November 2014
AppNeta October 2013 - June 2014
Fidelity Investments June 2007 - April 2013
Boston Financial Data Services January 2006 - June 2007
Skills
Analytics, Marketing Communications, Project Planning, Email Marketing, Digital Marketing, Financial Controlling, Project Management, CRM, Marketing, Advertising, Management, Budgets, Analysis, Competitive Analysis, Strategy, Market Research
Education
Harvard University
Extension School, Master of Liberal Arts, Management
Rhode Island College
School of Management, Bachelor of Arts, Economics
Bishop Feehan High School
CVS Health September 2015 - Present
AdChuck February 2015 - Present
Swipely November 2014 - January 2015
LogMeIn June 2014 - November 2014
AppNeta October 2013 - June 2014
Fidelity Investments June 2007 - April 2013
Boston Financial Data Services January 2006 - June 2007
Skills
Analytics, Marketing Communications, Project Planning, Email Marketing, Digital Marketing, Financial Controlling, Project Management, CRM, Marketing, Advertising, Management, Budgets, Analysis, Competitive Analysis, Strategy, Market Research
Education
Harvard University
Extension School, Master of Liberal Arts, Management
Rhode Island College
School of Management, Bachelor of Arts, Economics
Bishop Feehan High School
David Cousins's Boston Financial Data Services Experience October 2007 - December 2008
Job Technical Analyst Lead at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial November 2010 - Present
U.S. Census Bureau -- Census Coverage Management March 2010 - September 2010
Broadridge July 2009 - October 2009
Boston Financial Data Services October 2007 - December 2008
Boston Financial Data Services August 1997 - October 2007
Federated Investors 1993 - August 1997
Skills
Project Management, Vendor Management, Data Analysis, Mutual Funds, Customer Service, Strategy, Leadership, Process Improvement, Business Analysis, Technical Support, Lotus Notes, XP, Change Management, Management, SharePoint, Outlook, Budgets, Microsoft Office, Call Centers, Investments, Business Strategy, Series 63, Financial Services, Asset Managment, Team Leadership, Requirements Gathering, Microsoft Excel
Education
Eastern Nazarene College 1988 — 1993
Ameriprise Financial November 2010 - Present
U.S. Census Bureau -- Census Coverage Management March 2010 - September 2010
Broadridge July 2009 - October 2009
Boston Financial Data Services October 2007 - December 2008
Boston Financial Data Services August 1997 - October 2007
Federated Investors 1993 - August 1997
Skills
Project Management, Vendor Management, Data Analysis, Mutual Funds, Customer Service, Strategy, Leadership, Process Improvement, Business Analysis, Technical Support, Lotus Notes, XP, Change Management, Management, SharePoint, Outlook, Budgets, Microsoft Office, Call Centers, Investments, Business Strategy, Series 63, Financial Services, Asset Managment, Team Leadership, Requirements Gathering, Microsoft Excel
Education
Eastern Nazarene College 1988 — 1993
Rebekah Darsch Rebekah Darsch's Boston Financial Data Services Experience May 2013 - August 2013
Job Event Coordinator, Rue La La
Industry Online Media
Experience
Rue La La March 2015 - Present
Rue La La August 2014 - March 2015
Harvard University Extension School May 2014 - August 2014
United Planet January 2014 - May 2014
Boston Financial Data Services May 2013 - August 2013
Armand Salon and Spa January 2012 - September 2012
Skills
iPhoto, iMovie, Microsoft Office, Social Media, Sales, Fashion, Public Relations, Advertising, Facebook, Marketing, Blogging, Event Planning
Education
Emmanuel College 2010 — 2014
Bachelor of Arts (B.A.), English (Communications, Media & Cultural Studies)
Universitat de Barcelona / University of Barcelona 2012 — 2013
Abroad Semester, Spanish Language, History and Culture
Silver Lake Regional High School 2008 — 2012
High school diploma
Rue La La March 2015 - Present
Rue La La August 2014 - March 2015
Harvard University Extension School May 2014 - August 2014
United Planet January 2014 - May 2014
Boston Financial Data Services May 2013 - August 2013
Armand Salon and Spa January 2012 - September 2012
Skills
iPhoto, iMovie, Microsoft Office, Social Media, Sales, Fashion, Public Relations, Advertising, Facebook, Marketing, Blogging, Event Planning
Education
Emmanuel College 2010 — 2014
Bachelor of Arts (B.A.), English (Communications, Media & Cultural Studies)
Universitat de Barcelona / University of Barcelona 2012 — 2013
Abroad Semester, Spanish Language, History and Culture
Silver Lake Regional High School 2008 — 2012
High school diploma
Josh Riesgo's Boston Financial Data Services Experience December 2006 - January 2007
Job CoFounder at Charlie Hustle
Industry Apparel & Fashion
Experience
Charlie Hustle, LLC January 2013 - Present
Atain Insurance Companies November 2012 - January 2015
Burns & Wilcox August 2011 - December 2012
SKC October 2009 - September 2010
SKC October 2009 - April 2010
AT&T June 2009 - October 2009
Boston Financial Data Services December 2006 - January 2007
Skills
Insurance, Underwriting, Customer Service, New Business Development, Sales, Workflow Management, Business Workflows, Presentation Development, Brand Development..., Technology Integration, Employment Practices..., Legal Liability, Professional Liability, Commercial Insurance, Brokers, Inland Marine, Liability, Commercial Lines, Marketing, Account Management, Team Building
Education
Friends University 2008 — 2010
BS, Organizational Management
University of Kansas 2007 — 2010
American Studies
Charlie Hustle, LLC January 2013 - Present
Atain Insurance Companies November 2012 - January 2015
Burns & Wilcox August 2011 - December 2012
SKC October 2009 - September 2010
SKC October 2009 - April 2010
AT&T June 2009 - October 2009
Boston Financial Data Services December 2006 - January 2007
Skills
Insurance, Underwriting, Customer Service, New Business Development, Sales, Workflow Management, Business Workflows, Presentation Development, Brand Development..., Technology Integration, Employment Practices..., Legal Liability, Professional Liability, Commercial Insurance, Brokers, Inland Marine, Liability, Commercial Lines, Marketing, Account Management, Team Building
Education
Friends University 2008 — 2010
BS, Organizational Management
University of Kansas 2007 — 2010
American Studies
Jacob Self Jacob Self's Boston Financial Data Services Experience November 2010 - December 2011
Job Operations Manager at Smart Warehousing
Industry Warehousing
Experience
Smart Warehousing May 2014 - Present
Smart Warehousing December 2011 - May 2014
Boston Financial Data Services November 2010 - December 2011
American Eagle Outfitters May 2011 - November 2011
Skills
Inventory Management, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Team Building, Microsoft Word, Operations Management, Strategic Planning, Warehousing, Warehouse Management, 3PL, Forklift Operator, Distribution Center..., LTL
Education
University of Kansas 2007 — 2011
BS, Supply Chain Management
Garden City Community College 2006 — 2007
Smart Warehousing May 2014 - Present
Smart Warehousing December 2011 - May 2014
Boston Financial Data Services November 2010 - December 2011
American Eagle Outfitters May 2011 - November 2011
Skills
Inventory Management, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Team Building, Microsoft Word, Operations Management, Strategic Planning, Warehousing, Warehouse Management, 3PL, Forklift Operator, Distribution Center..., LTL
Education
University of Kansas 2007 — 2011
BS, Supply Chain Management
Garden City Community College 2006 — 2007
Doug Skillins Doug Skillins's Boston Financial Data Services Experience March 2010 - May 2010
Job Founder and Data Architect at Birch Hill Technology Group
Industry Information Technology and Services
Experience
Pearson Custom Publishing January 2011 - Present
Birch Hill Technology Group January 2001 - Present
Merkle April 2010 - April 2011
Boston Financial Data Services March 2010 - May 2010
Thomson Reuters October 2009 - February 2010
MBTA January 2009 - October 2009
State Street Bank 2008 - 2008
Plymouth Rock Assurance Corp 2005 - 2008
Wellington Management 2004 - 2004
Fleet Bank 2002 - 2003
Skills
Consulting, Data Warehousing, Business Intelligence, ETL, Data Warehouse..., Data Modeling, SSIS, Database Design, Data Integration, Dimensional Modeling, SDLC, Databases, SQL, Enterprise Software, Software Development, Management, Analytics, Analysis, Microsoft SQL Server, Project Management
Education
Fitchburg State University 1984 — 1986
BS, Computer Science
University of New Hampshire -- Peter T. Paul College of Business and Economics 1976 — 1979
BS, Business Administration / English minor
Pearson Custom Publishing January 2011 - Present
Birch Hill Technology Group January 2001 - Present
Merkle April 2010 - April 2011
Boston Financial Data Services March 2010 - May 2010
Thomson Reuters October 2009 - February 2010
MBTA January 2009 - October 2009
State Street Bank 2008 - 2008
Plymouth Rock Assurance Corp 2005 - 2008
Wellington Management 2004 - 2004
Fleet Bank 2002 - 2003
Skills
Consulting, Data Warehousing, Business Intelligence, ETL, Data Warehouse..., Data Modeling, SSIS, Database Design, Data Integration, Dimensional Modeling, SDLC, Databases, SQL, Enterprise Software, Software Development, Management, Analytics, Analysis, Microsoft SQL Server, Project Management
Education
Fitchburg State University 1984 — 1986
BS, Computer Science
University of New Hampshire -- Peter T. Paul College of Business and Economics 1976 — 1979
BS, Business Administration / English minor
Kim (Sargent) Jacobs, CAP's Boston Financial Data Services Experience January 2006 - Present
Job Administrative Assistant
Industry Financial Services
Experience
Boston Financial Data Services January 2006 - Present
New Hope Chapel of Plymouth April 2003 - January 2006
Boston Financial Data Services August 1988 - March 2001
Skills
Project Planning, Invoicing, Accounts Payable, Microsoft Excel, Microsoft Office, Financial Services, Outlook, PowerPoint, Expenses, Confidentiality, Team Building, PeopleSoft, Microsoft Word, MS Project, Customer Service, Administrative..., Risk Management, Office Management, Telephone Skills, Accounts Receivable, Process Improvement, Data Entry, Spreadsheets, Coordination, Payroll, Visio, Event Planning, Process Scheduler, Office Administration, Project Management, Budgets, Social Networking, Back Office, Time Management, Fax, SharePoint, Teamwork, Calendars, Mutual Funds, System Administration, Travel Arrangements, Administrative Support, Training, Lotus Notes
Education
Katherine Gibbs School 1987 — 1988
Certified, Executive Assistant
Curry College 2007 — 2007
Certificate, Finance for Non-Financial Manager
Silver Lake High School 1976 — 1982
Boston Financial Data Services January 2006 - Present
New Hope Chapel of Plymouth April 2003 - January 2006
Boston Financial Data Services August 1988 - March 2001
Skills
Project Planning, Invoicing, Accounts Payable, Microsoft Excel, Microsoft Office, Financial Services, Outlook, PowerPoint, Expenses, Confidentiality, Team Building, PeopleSoft, Microsoft Word, MS Project, Customer Service, Administrative..., Risk Management, Office Management, Telephone Skills, Accounts Receivable, Process Improvement, Data Entry, Spreadsheets, Coordination, Payroll, Visio, Event Planning, Process Scheduler, Office Administration, Project Management, Budgets, Social Networking, Back Office, Time Management, Fax, SharePoint, Teamwork, Calendars, Mutual Funds, System Administration, Travel Arrangements, Administrative Support, Training, Lotus Notes
Education
Katherine Gibbs School 1987 — 1988
Certified, Executive Assistant
Curry College 2007 — 2007
Certificate, Finance for Non-Financial Manager
Silver Lake High School 1976 — 1982
Teresa Zak's Boston Financial Data Services Experience November 2005 - September 2008
Job Corporate Trainer at DST Systems
Industry Financial Services
Experience
DST Systems October 2008 - Present
Boston Financial Data Services November 2005 - September 2008
DST Systems April 2004 - November 2005
Topeka Technical College March 1999 - September 1999
Harrisburg Area Community College September 1995 - December 1998
Skills
Performance Management, Course Design, Research Design, Research Implementation, Articulate Studio, Microsoft Office 2010, Microsoft Outlook, Lotus Notes, AWD, TA2000 Desktop, SmartDesk 1x, SmartDesk 2, Articulate Storyline, Team Viewer 7, Sum Total Learning..., Camtasia, Snagit 10, Public Facilitation, WebEx, E-training, E-Learning, Software Documentation, SharePoint, Outlook, Instructional Design, Financial Services, Business Requirements, Organizational..., Mutual Funds, Blended Learning, Learning Management..., Instructor-led Training, Training Delivery, Onboarding, Workshop Facilitation, Process Improvement, Leadership, Microsoft Office, Business Analysis, Vendor Management, Project Management, Analysis, Program Management, Requirements Gathering
Education
Park University 2012 — 2013
Master of Education (M.Ed.), Adult Education, 3.909
University of Kansas 1999 — 2001
Bachelor's degree, Sociology, 3.32
Harrisburg Area Community College 1995 — 1998
Associate of Arts and Sciences (AAS), Liberal Arts - Social Science
DST Systems October 2008 - Present
Boston Financial Data Services November 2005 - September 2008
DST Systems April 2004 - November 2005
Topeka Technical College March 1999 - September 1999
Harrisburg Area Community College September 1995 - December 1998
Skills
Performance Management, Course Design, Research Design, Research Implementation, Articulate Studio, Microsoft Office 2010, Microsoft Outlook, Lotus Notes, AWD, TA2000 Desktop, SmartDesk 1x, SmartDesk 2, Articulate Storyline, Team Viewer 7, Sum Total Learning..., Camtasia, Snagit 10, Public Facilitation, WebEx, E-training, E-Learning, Software Documentation, SharePoint, Outlook, Instructional Design, Financial Services, Business Requirements, Organizational..., Mutual Funds, Blended Learning, Learning Management..., Instructor-led Training, Training Delivery, Onboarding, Workshop Facilitation, Process Improvement, Leadership, Microsoft Office, Business Analysis, Vendor Management, Project Management, Analysis, Program Management, Requirements Gathering
Education
Park University 2012 — 2013
Master of Education (M.Ed.), Adult Education, 3.909
University of Kansas 1999 — 2001
Bachelor's degree, Sociology, 3.32
Harrisburg Area Community College 1995 — 1998
Associate of Arts and Sciences (AAS), Liberal Arts - Social Science
Dennis Cousins's Boston Financial Data Services Experience 1992 - 1993
Job Vice President at Citi
Industry Financial Services
Experience
Citi January 2015 - Present
Citi Fund Services August 2003 - December 2014
JPMorgan Chase 1993 - 2003
Boston Financial Data Services 1992 - 1993
Skills
Requirements Gathering, SDLC, Process Improvement, Business Requirements, Business Analysis, Financial Analysis, Vendor Management, Fixed Income, Banking, Financial Services, Risk Management, Middle Office, Hedge Funds, Back Office, Visio, Equities, Requirements Analysis, Asset Management, Mutual Funds, Relationship Management, Securities, Portfolio Management
Education
Eastern Nazarene College 1988 — 1992
Bachelor's Degree, Business Administration and Management, General
Citi January 2015 - Present
Citi Fund Services August 2003 - December 2014
JPMorgan Chase 1993 - 2003
Boston Financial Data Services 1992 - 1993
Skills
Requirements Gathering, SDLC, Process Improvement, Business Requirements, Business Analysis, Financial Analysis, Vendor Management, Fixed Income, Banking, Financial Services, Risk Management, Middle Office, Hedge Funds, Back Office, Visio, Equities, Requirements Analysis, Asset Management, Mutual Funds, Relationship Management, Securities, Portfolio Management
Education
Eastern Nazarene College 1988 — 1992
Bachelor's Degree, Business Administration and Management, General
Perry Robertson, PMP®'s Boston Financial Data Services Experience 1997 - 2001
Job IT Program Manager at Blue Cross Blue Shield of Massachusetts
Industry Hospital & Health Care
Experience
Blue Cross Blue Shield of Massachusetts May 2011 - Present
State Street July 2010 - December 2010
State Street Bank 2001 - 2009
Boston Financial Data Services 1997 - 2001
Security First Group, Los Angeles 1995 - 1997
Amerigon, Los Angeles CA 1993 - 1995
McGraw-Hill International Publications Co., UK 1984 - 1993
Skills
Vendor Management, Program Management, Change Management, Business Process..., Release Management, SDLC, PMP, PMO, Business Analysis, SharePoint, Financial Services, Risk Management, Process Improvement, Relationship Management, Project Management, Business Requirements, Financial Risk, Requirements Gathering, Visio, Project Planning, MS Project, Software Project..., Management
Education
Project Management Institute, ESI Intl. 2005 — 2005
PMP®, Project Management Certification
Eastern Nazarene College 2000 — 2003
BSc, Business Administration
Blue Cross Blue Shield of Massachusetts May 2011 - Present
State Street July 2010 - December 2010
State Street Bank 2001 - 2009
Boston Financial Data Services 1997 - 2001
Security First Group, Los Angeles 1995 - 1997
Amerigon, Los Angeles CA 1993 - 1995
McGraw-Hill International Publications Co., UK 1984 - 1993
Skills
Vendor Management, Program Management, Change Management, Business Process..., Release Management, SDLC, PMP, PMO, Business Analysis, SharePoint, Financial Services, Risk Management, Process Improvement, Relationship Management, Project Management, Business Requirements, Financial Risk, Requirements Gathering, Visio, Project Planning, MS Project, Software Project..., Management
Education
Project Management Institute, ESI Intl. 2005 — 2005
PMP®, Project Management Certification
Eastern Nazarene College 2000 — 2003
BSc, Business Administration
Julie Feola's Boston Financial Data Services Experience February 2002 - April 2009
Job Fulltime Musician at High Hopes Band
Industry Entertainment
Experience
High Hopes Band 2006 - Present
Boston Financial Data Services February 2002 - April 2009
Kforce May 1997 - November 2001
Commonwealth Resources 1996 - 1996
Skills
Talent Acquisition, CRM, Organizational Design, Applicant Tracking..., Recruiting, Interviews, Change Management, Employee Engagement, Workforce Planning, Process Improvement, SDLC, Coaching, Talent Management, Human Resources, Temporary Placement
Education
Oaksterdam University 2010 — 2010
Medical Cannabis
Hartwick College 1990 — 1994
Bachelor of Arts (B.A.), Psychology
Oneida Senior High School 1985 — 1990
High Hopes Band 2006 - Present
Boston Financial Data Services February 2002 - April 2009
Kforce May 1997 - November 2001
Commonwealth Resources 1996 - 1996
Skills
Talent Acquisition, CRM, Organizational Design, Applicant Tracking..., Recruiting, Interviews, Change Management, Employee Engagement, Workforce Planning, Process Improvement, SDLC, Coaching, Talent Management, Human Resources, Temporary Placement
Education
Oaksterdam University 2010 — 2010
Medical Cannabis
Hartwick College 1990 — 1994
Bachelor of Arts (B.A.), Psychology
Oneida Senior High School 1985 — 1990
Hima Sharma's Boston Financial Data Services Experience February 2008 - April 2014
Job Technical Operations Manager at Eagle Investment Systems
Industry Financial Services
Experience
Eagle Investment Systems May 2014 - Present
Boston Financial Data Services February 2008 - April 2014
Boston Financial Data Services July 2007 - February 2008
Boston Financial Data Services June 2005 - July 2007
John Hancock Financial Services August 2004 - June 2005
John Hancock Signature Services, Inc. 2004 - 2005
TNT India Ltd August 1997 - October 1999
IFB industries Ltd October 1994 - August 1997
Skills
Analytical Skills, Teamwork, Customer Service, Leadership, Staff Development, Mutual Funds, Relationship Management, Investments, Risk Management, Process Improvement, Financial Analysis, Credit, Insurance, Finance, Business Analysis, Team Management, Sales
Education
Rajendra Prasad School of Communication and Management 1993 — 1994
Post Graduate diploma in Sales and Marketing Management, Sales and Maraketing
Delhi University 1988 — 1991
Bachelors, Economics
Eagle Investment Systems May 2014 - Present
Boston Financial Data Services February 2008 - April 2014
Boston Financial Data Services July 2007 - February 2008
Boston Financial Data Services June 2005 - July 2007
John Hancock Financial Services August 2004 - June 2005
John Hancock Signature Services, Inc. 2004 - 2005
TNT India Ltd August 1997 - October 1999
IFB industries Ltd October 1994 - August 1997
Skills
Analytical Skills, Teamwork, Customer Service, Leadership, Staff Development, Mutual Funds, Relationship Management, Investments, Risk Management, Process Improvement, Financial Analysis, Credit, Insurance, Finance, Business Analysis, Team Management, Sales
Education
Rajendra Prasad School of Communication and Management 1993 — 1994
Post Graduate diploma in Sales and Marketing Management, Sales and Maraketing
Delhi University 1988 — 1991
Bachelors, Economics
Randy Pope's Boston Financial Data Services Experience March 2005 - February 2014
Job Client Service Officer at Boston Financial
Industry Financial Services
Experience
Boston Financial Data Services March 2005 - February 2014
Columbia Management April 2000 - March 2005
Skills
Mutual Funds, Financial Services, Series 6, Series 63, 401k, Relationship Management, Securities, Investments, Series 7, Asset Management, Process Improvement, Risk Management, Business Analysis, Management, Customer Service, Vendor Management
Education
Hartwick College 1995 — 1999
BA, Economics
Boston Financial Data Services March 2005 - February 2014
Columbia Management April 2000 - March 2005
Skills
Mutual Funds, Financial Services, Series 6, Series 63, 401k, Relationship Management, Securities, Investments, Series 7, Asset Management, Process Improvement, Risk Management, Business Analysis, Management, Customer Service, Vendor Management
Education
Hartwick College 1995 — 1999
BA, Economics
Jessica Duffy's Boston Financial Data Services Experience 2003 - 2005
Job Design Consultant at Ethan Allen Retail, Inc.
Industry Design
Experience
Ethan Allen Retail, Inc. June 2011 - Present
Barbara Bahr Sheehan Interior Design, Inc. January 2011 - June 2011
Barbara Bahr Sheehan Interior Design Inc. September 2007 - August 2009
Boston Financial Data Services 2003 - 2005
Boston Financial Data Services 1992 - 2003
Skills
AutoCAD, Space-planning, Adobe Creative Suite, Sales, Interior Design, Illustrator, Architectural Design, SketchUp, Microsoft Office, Space planning, Management
Education
New England School of Art & Design @ Suffolk University 2005 — 2010
MA, Interior Design
Curry College 1988 — 1991
BA, Business Management
Ethan Allen Retail, Inc. June 2011 - Present
Barbara Bahr Sheehan Interior Design, Inc. January 2011 - June 2011
Barbara Bahr Sheehan Interior Design Inc. September 2007 - August 2009
Boston Financial Data Services 2003 - 2005
Boston Financial Data Services 1992 - 2003
Skills
AutoCAD, Space-planning, Adobe Creative Suite, Sales, Interior Design, Illustrator, Architectural Design, SketchUp, Microsoft Office, Space planning, Management
Education
New England School of Art & Design @ Suffolk University 2005 — 2010
MA, Interior Design
Curry College 1988 — 1991
BA, Business Management
Michael Rhenow's Boston Financial Data Services Experience October 2009 - September 2011
Job AVP Human Resources Retirement Services Delivery at Bank of America
Industry Financial Services
Experience
Bank of America August 2013 - Present
Bank of America January 2012 - August 2013
Boston Financial Data Services October 2009 - September 2011
Boston Financial Data Services May 2006 - October 2009
Boston Financial Data Services July 2005 - May 2006
CitiStreet April 2003 - July 2005
Greenfield Savings Bank July 2002 - April 2003
Fields of Harvest August 2001 - July 2002
State Street Bank November 2000 - August 2001
State Street Bank and Trust January 2000 - November 2000
Skills
401k, Retirement, Customer Relations, Mutual Funds, Excel, Customer Service, Microsoft Office, PowerPoint, Outlook, Word, Problem Solving, ERISA, Coaching, Microsoft Excel, Analysis, Account Management, Banking, Business Analysis, Call Center, Call Centers, Change Management, Data Analysis, Employee Benefits, Equities, Financial Analysis, Financial Services, Human Resources, Investments, Leadership, Management, Microsoft Word, Portfolio Management, Process Improvement, Project Management, Relationship Management, Securities, System Administration, Team Building, Team Leadership, Training
Education
Eastern Nazarene College 1992 — 1996
Bachelor of Arts, History
Bank of America August 2013 - Present
Bank of America January 2012 - August 2013
Boston Financial Data Services October 2009 - September 2011
Boston Financial Data Services May 2006 - October 2009
Boston Financial Data Services July 2005 - May 2006
CitiStreet April 2003 - July 2005
Greenfield Savings Bank July 2002 - April 2003
Fields of Harvest August 2001 - July 2002
State Street Bank November 2000 - August 2001
State Street Bank and Trust January 2000 - November 2000
Skills
401k, Retirement, Customer Relations, Mutual Funds, Excel, Customer Service, Microsoft Office, PowerPoint, Outlook, Word, Problem Solving, ERISA, Coaching, Microsoft Excel, Analysis, Account Management, Banking, Business Analysis, Call Center, Call Centers, Change Management, Data Analysis, Employee Benefits, Equities, Financial Analysis, Financial Services, Human Resources, Investments, Leadership, Management, Microsoft Word, Portfolio Management, Process Improvement, Project Management, Relationship Management, Securities, System Administration, Team Building, Team Leadership, Training
Education
Eastern Nazarene College 1992 — 1996
Bachelor of Arts, History
Ranen Das's Boston Financial Data Services Experience January 2013 - August 2013
Job Independent Consultant at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments August 2015 - Present
Marlabs Inc June 2008 - Present
Plymouth Rock Assurance September 2013 - July 2015
Boston Financial Data Services January 2013 - August 2013
Schneider Electric 2012 - 2013
TracFone Wireless 2011 - 2012
Cognizant September 2005 - March 2008
Camo Software India Pvt. Ltd 2005 - 2005
Planetasia 2000 - 2001
Planetasia 2000 - 2001
Skills
Hibernate, SpringSource, Liferay Portal, J2EE Web Services
Education
Gauhati University
Fidelity Investments August 2015 - Present
Marlabs Inc June 2008 - Present
Plymouth Rock Assurance September 2013 - July 2015
Boston Financial Data Services January 2013 - August 2013
Schneider Electric 2012 - 2013
TracFone Wireless 2011 - 2012
Cognizant September 2005 - March 2008
Camo Software India Pvt. Ltd 2005 - 2005
Planetasia 2000 - 2001
Planetasia 2000 - 2001
Skills
Hibernate, SpringSource, Liferay Portal, J2EE Web Services
Education
Gauhati University
Jean Paul Mondelus's Boston Financial Data Services Experience Reporting & Testing AnalystBoston Financial2004 - Present
Job Reporting & Testing Analyst at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services Reporting & Testing AnalystBoston Financial2004 - Present
Education
Emmanuel College 2004 — 2006
Boston Financial Data Services Reporting & Testing AnalystBoston Financial2004 - Present
Education
Emmanuel College 2004 — 2006
Kyle Houghton's Boston Financial Data Services Experience September 2000 - August 2002
Job Marketing Services Procurement
Industry Pharmaceuticals
Experience
Bayer HealthCare February 2015 - Present
Bayer HealthCare May 2013 - February 2015
Mondelēz International May 2011 - May 2013
TD Ameritrade January 2010 - May 2011
TD Ameritrade May 2008 - December 2009
ABN AMRO Bank N.V. June 2006 - December 2007
Morgan Stanley Investment Management September 2002 - August 2004
Boston Financial Data Services September 2000 - August 2002
Skills
Contract Negotiation, Cross-functional Team..., Global Sourcing, Process Improvement, Procurement, Strategic Sourcing, Sourcing, Strategy, Vendor Management, Supply Management, Outsourcing, Analytics, Financial Analysis, Management, Project Management, Risk Management
Education
Fordham Gabelli School of Business 2004 — 2006
MBA, Finance
Ithaca College 1996 — 2000
BA, Social Studies
Mansfield High School 1993 — 1996
Bayer HealthCare February 2015 - Present
Bayer HealthCare May 2013 - February 2015
Mondelēz International May 2011 - May 2013
TD Ameritrade January 2010 - May 2011
TD Ameritrade May 2008 - December 2009
ABN AMRO Bank N.V. June 2006 - December 2007
Morgan Stanley Investment Management September 2002 - August 2004
Boston Financial Data Services September 2000 - August 2002
Skills
Contract Negotiation, Cross-functional Team..., Global Sourcing, Process Improvement, Procurement, Strategic Sourcing, Sourcing, Strategy, Vendor Management, Supply Management, Outsourcing, Analytics, Financial Analysis, Management, Project Management, Risk Management
Education
Fordham Gabelli School of Business 2004 — 2006
MBA, Finance
Ithaca College 1996 — 2000
BA, Social Studies
Mansfield High School 1993 — 1996
Jane Symington's Boston Financial Data Services Experience 1999 - 2000
Job Administrative Assistant at EMD Serono
Industry Biotechnology
Experience
EMD Serono September 2008 - Present
Boston Financial Data Services 1999 - 2000
Education
Franklin Pierce University 1990 — 1992
EMD Serono September 2008 - Present
Boston Financial Data Services 1999 - 2000
Education
Franklin Pierce University 1990 — 1992
Neyah Smith's Boston Financial Data Services Experience 2004 - 2005
Job Credit Analyst / Portfolio Manager at Brookline Bank
Industry Financial Services
Experience
Brookline Bank December 2012 - Present
JP Morgan Chase May 2010 - December 2010
Citigroup August 2007 - April 2008
Investors Bank & Trust (Now State Street) 2005 - 2007
Boston Financial Data Services 2004 - 2005
Northeastern University 2002 - 2004
Skills
Commercial Banking, Commercial Real Estate..., Credit Analysis, Credit, Lines Of Credit, Banking, Bloomberg, Fund Accounting, Equities, Financial Analysis, Hedge Funds, Securities, Financial Services, Accounting, Derivatives, Microsoft Office, Excel, Account Reconciliation, Fund Of Funds, Mutual Funds, Portfolio Management, Cash Management, Finance, Credit Risk, Investments
Education
Northeastern University 2010 — 2011
Certificate of Advanced Study in Management, Finance
Northeastern University 2002 — 2005
Bachelor of Science (B.S.), Finance
Dean College 1999 — 2002
Associate of Science (A.S.), Business Administration and Management, General
Windsor High School
Brookline Bank December 2012 - Present
JP Morgan Chase May 2010 - December 2010
Citigroup August 2007 - April 2008
Investors Bank & Trust (Now State Street) 2005 - 2007
Boston Financial Data Services 2004 - 2005
Northeastern University 2002 - 2004
Skills
Commercial Banking, Commercial Real Estate..., Credit Analysis, Credit, Lines Of Credit, Banking, Bloomberg, Fund Accounting, Equities, Financial Analysis, Hedge Funds, Securities, Financial Services, Accounting, Derivatives, Microsoft Office, Excel, Account Reconciliation, Fund Of Funds, Mutual Funds, Portfolio Management, Cash Management, Finance, Credit Risk, Investments
Education
Northeastern University 2010 — 2011
Certificate of Advanced Study in Management, Finance
Northeastern University 2002 — 2005
Bachelor of Science (B.S.), Finance
Dean College 1999 — 2002
Associate of Science (A.S.), Business Administration and Management, General
Windsor High School
Valerie Magnuson's Boston Financial Data Services Experience September 2003 - August 2004
Job Counsel at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions August 2014 - Present
Magnuson Law Offices January 2013 - July 2014
Lohmar Law Offices January 2008 - December 2012
Dana Consulting Group, Ltd. August 2006 - November 2007
Northeast Planning Services, Inc. September 2004 - July 2006
Boston Financial Data Services September 2003 - August 2004
Columbia Asset Management (f/k/a Liberty Funds Services, Inc.) August 1999 - September 2003
Skills
Legal Research, Litigation, Legal Writing, Civil Litigation, Commercial Litigation, Courts, Nondiscrimination..., Form 5500 preparation, Employee Benefits, 401k, Defined Benefit, ERISA, Benefit Plan..., Qualified Domestic..., Qualified Retirement..., Non-Qualified Deferred..., Simple IRA, Safe Harbor, 401k Rollovers, SEP IRA, Traditional IRA, Roth IRA, Rollovers, Plan Design, 404(c) and Fiduciary..., Top Heavy Testing, Mutual Funds, Legal Compliance
Education
DePaul University College of Law 2006 — 2010
JD, Law
Regis University 2002 — 2005
MBA, Finance and Accounting
Texas Tech University 1996 — 1998
BBA, Management
Transamerica Retirement Solutions August 2014 - Present
Magnuson Law Offices January 2013 - July 2014
Lohmar Law Offices January 2008 - December 2012
Dana Consulting Group, Ltd. August 2006 - November 2007
Northeast Planning Services, Inc. September 2004 - July 2006
Boston Financial Data Services September 2003 - August 2004
Columbia Asset Management (f/k/a Liberty Funds Services, Inc.) August 1999 - September 2003
Skills
Legal Research, Litigation, Legal Writing, Civil Litigation, Commercial Litigation, Courts, Nondiscrimination..., Form 5500 preparation, Employee Benefits, 401k, Defined Benefit, ERISA, Benefit Plan..., Qualified Domestic..., Qualified Retirement..., Non-Qualified Deferred..., Simple IRA, Safe Harbor, 401k Rollovers, SEP IRA, Traditional IRA, Roth IRA, Rollovers, Plan Design, 404(c) and Fiduciary..., Top Heavy Testing, Mutual Funds, Legal Compliance
Education
DePaul University College of Law 2006 — 2010
JD, Law
Regis University 2002 — 2005
MBA, Finance and Accounting
Texas Tech University 1996 — 1998
BBA, Management
Jeffreye S Booth's Boston Financial Data Services Experience 2004 - Present
Job Like a Swiss Army knife...
Industry Financial Services
Experience
Boston Financial Data Services 2004 - Present
Thayer Academy February 2015 - Present
Fidelity Investments February 1999 - March 2004
GCT Corporation April 2001 - September 2001
Vality Technology September 1996 - September 1998
Skills
Technical Writing, Instructional Design, SharePoint, Financial Services, Materials, Captivate, Training Delivery, Sports Coaching, Teaching, Coaching, Strategy, Needs Analysis, E-Learning, Blended Learning, ADDIE, Training, Management, Program Management, Project Management, Aircraft Systems
Education
Harvard University 1986 — 1990
ALB, English Literature / Writing
Middlesex College 1982 — 1984
ASCS, Computer Science, Honors
National Aviation Academy 1979 — 1981
Airframe & Powerplant Ratings, Reciprocating engines and turbines, electrical/avionics, hydraulics/pnuematics, and fabrication.
Boston Financial Data Services 2004 - Present
Thayer Academy February 2015 - Present
Fidelity Investments February 1999 - March 2004
GCT Corporation April 2001 - September 2001
Vality Technology September 1996 - September 1998
Skills
Technical Writing, Instructional Design, SharePoint, Financial Services, Materials, Captivate, Training Delivery, Sports Coaching, Teaching, Coaching, Strategy, Needs Analysis, E-Learning, Blended Learning, ADDIE, Training, Management, Program Management, Project Management, Aircraft Systems
Education
Harvard University 1986 — 1990
ALB, English Literature / Writing
Middlesex College 1982 — 1984
ASCS, Computer Science, Honors
National Aviation Academy 1979 — 1981
Airframe & Powerplant Ratings, Reciprocating engines and turbines, electrical/avionics, hydraulics/pnuematics, and fabrication.
Judy Mills's Boston Financial Data Services Experience 2001 - 2006
Job Sr. VP, ATM Network at Santander Bank, N.A.
Industry Banking
Experience
Santander Bank, N.A. August 2014 - Present
Santander Bank US March 2012 - Present
Sovereign Bank/Santander July 2010 - October 2012
Sovereign Bank February 2007 - July 2010
Boston Financial Data Services 2001 - 2006
BankBoston 1999 - 2001
Bank of Boston 1977 - 2001
Skills
Retail Banking, Financial Services, Relationship Management, Loans, Vendor Management, Cash Management, Credit, Risk Management, Business Analysis, Commercial Banking, Internet Banking, Portfolio Management, Financial Risk, Process Improvement, Commercial Lending, Credit Analysis, Consumer Lending
Education
Eastern Nazarene College 2001 — 2006
Bachelor of Arts (B.A.), Business Administration, Management and Operations
Santander Bank, N.A. August 2014 - Present
Santander Bank US March 2012 - Present
Sovereign Bank/Santander July 2010 - October 2012
Sovereign Bank February 2007 - July 2010
Boston Financial Data Services 2001 - 2006
BankBoston 1999 - 2001
Bank of Boston 1977 - 2001
Skills
Retail Banking, Financial Services, Relationship Management, Loans, Vendor Management, Cash Management, Credit, Risk Management, Business Analysis, Commercial Banking, Internet Banking, Portfolio Management, Financial Risk, Process Improvement, Commercial Lending, Credit Analysis, Consumer Lending
Education
Eastern Nazarene College 2001 — 2006
Bachelor of Arts (B.A.), Business Administration, Management and Operations
Bob Lavalley's Boston Financial Data Services Experience VPBoston Financial Data Services1989 - 2014
Job Vice President at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services VPBoston Financial Data Services1989 - 2014
Boston Financial Data Services 1989 - 2014
Boston Financial Data Services 1989 - 2014
Boston Financial Data Services 1989 - 2014
Skills
Transfer Agency, 401k, Financial Services, Securities, Series 7, Mutual Funds, Series 63, Investments, Relationship Management, Asset Management, Retirement, Alternative Investments, FINRA, Fixed Income, Series 6
Education
Framingham State University 1983 — 1987
BA, Political Science w/ concentration in Public Adminstration
Bishop Feehan HS
Boston Financial Data Services VPBoston Financial Data Services1989 - 2014
Boston Financial Data Services 1989 - 2014
Boston Financial Data Services 1989 - 2014
Boston Financial Data Services 1989 - 2014
Skills
Transfer Agency, 401k, Financial Services, Securities, Series 7, Mutual Funds, Series 63, Investments, Relationship Management, Asset Management, Retirement, Alternative Investments, FINRA, Fixed Income, Series 6
Education
Framingham State University 1983 — 1987
BA, Political Science w/ concentration in Public Adminstration
Bishop Feehan HS
Don Beardsley's Boston Financial Data Services Experience February 2014 - Present
Job Vice President Sales at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services February 2014 - Present
The Colbent Corporation January 2011 - January 2014
The Colbent Corporation March 1993 - December 2010
Skills
Financial Services, Securities, Mutual Funds, Corporate Actions
Education
Framingham State University
Boston Financial Data Services February 2014 - Present
The Colbent Corporation January 2011 - January 2014
The Colbent Corporation March 1993 - December 2010
Skills
Financial Services, Securities, Mutual Funds, Corporate Actions
Education
Framingham State University
Jordan Green's Boston Financial Data Services Experience October 2003 - October 2004
Job Change Processor at Eastern Insurance Group LLC
Industry Insurance
Experience
Eastern Insurance Group LLC May 2015 - Present
Blue Cod Technologies February 2007 - April 2015
Eastern Insurance Group October 2004 - February 2007
Boston Financial Data Services October 2003 - October 2004
Core Incorporated Inc. April 2002 - April 2003
Savings Bank life Insurance of Massachusetts May 1999 - April 2002
IKON Office Solutions February 1989 - April 1999
Skills
Outlook, Customer Service, Customer Relations, Microsoft Office, Excel, Multitasker, Phone Skills, Microsoft Excel, Telephone Skills, Call Centers, Insurance, Business Analysis, Training, Access, Customer Satisfaction, Leadership, Management, Troubleshooting, Process Improvement, Team Building, Team Leadership, Vendor Management, Quality Assurance, Account Management, Analysis, Program Management, Operations Management, CRM, Strategic Planning, Project Management, Data Analysis
Education
Insurance courses 2008 — 2010
Framingham State College 1985 — 1988
Bachelor's degree in Politics
Framingham State University 1985 — 1988
Bachelors, politics
Worcester State College 1983 — 1985
transferred, Media Communications
Needham High school 1979 — 1983
Diploma, College prep
Eastern Insurance Group LLC May 2015 - Present
Blue Cod Technologies February 2007 - April 2015
Eastern Insurance Group October 2004 - February 2007
Boston Financial Data Services October 2003 - October 2004
Core Incorporated Inc. April 2002 - April 2003
Savings Bank life Insurance of Massachusetts May 1999 - April 2002
IKON Office Solutions February 1989 - April 1999
Skills
Outlook, Customer Service, Customer Relations, Microsoft Office, Excel, Multitasker, Phone Skills, Microsoft Excel, Telephone Skills, Call Centers, Insurance, Business Analysis, Training, Access, Customer Satisfaction, Leadership, Management, Troubleshooting, Process Improvement, Team Building, Team Leadership, Vendor Management, Quality Assurance, Account Management, Analysis, Program Management, Operations Management, CRM, Strategic Planning, Project Management, Data Analysis
Education
Insurance courses 2008 — 2010
Framingham State College 1985 — 1988
Bachelor's degree in Politics
Framingham State University 1985 — 1988
Bachelors, politics
Worcester State College 1983 — 1985
transferred, Media Communications
Needham High school 1979 — 1983
Diploma, College prep
Amy Pugliese, PHR, GBA's Boston Financial Data Services Experience October 1999 - January 2001
Job HRIS & Benefits Specialist at Winchester Hospital
Industry Human Resources
Experience
Winchester Hospital November 2006 - Present
Winchester Hospital December 2004 - October 2006
Staples March 2003 - November 2004
Staples February 2001 - February 2003
Boston Financial Data Services October 1999 - January 2001
General Cinema Theatres September 1994 - September 1999
Skills
Human Resources, FMLA, Talent Management, Onboarding, Training, Hiring, Healthcare, Policy
Education
Framingham State College
Bachelor of Science (B.S.), Business Administration
Winchester Hospital November 2006 - Present
Winchester Hospital December 2004 - October 2006
Staples March 2003 - November 2004
Staples February 2001 - February 2003
Boston Financial Data Services October 1999 - January 2001
General Cinema Theatres September 1994 - September 1999
Skills
Human Resources, FMLA, Talent Management, Onboarding, Training, Hiring, Healthcare, Policy
Education
Framingham State College
Bachelor of Science (B.S.), Business Administration
Jeanne Brown's Boston Financial Data Services Experience June 1984 - May 1988
Job Assistant Director of Donor Relations at Bridgewater State University
Industry Higher Education
Experience
Bridgewater State University May 2010 - Present
Wheaton College (MA) May 2000 - May 2010
Follett Higher Education Group May 1992 - May 2000
Lauriat's Books June 1988 - April 1992
Boston Financial Data Services June 1984 - May 1988
Skills
Event Planning, Fundraising, Public Relations, Donor Relations, Stewardship, Public Speaking, Research, Alumni Relations, Non-profits, PowerPoint, Event Management, Microsoft Office, Customer Service, Community Outreach, Higher Education, Word, Customer Relations, Strategic Planning, Newsletters, Excel, Special Events, Developmental Writing, Grant Writing, Annual Giving, Program Development, Grants, Student Affairs, Editing, Microsoft Word, Microsoft Excel, Nonprofits
Education
Dean College 1987 — 1988
Certificate, Social Work
University of Massachusetts, Amherst 1980 — 1984
Bachelors, English
Bridgewater State University May 2010 - Present
Wheaton College (MA) May 2000 - May 2010
Follett Higher Education Group May 1992 - May 2000
Lauriat's Books June 1988 - April 1992
Boston Financial Data Services June 1984 - May 1988
Skills
Event Planning, Fundraising, Public Relations, Donor Relations, Stewardship, Public Speaking, Research, Alumni Relations, Non-profits, PowerPoint, Event Management, Microsoft Office, Customer Service, Community Outreach, Higher Education, Word, Customer Relations, Strategic Planning, Newsletters, Excel, Special Events, Developmental Writing, Grant Writing, Annual Giving, Program Development, Grants, Student Affairs, Editing, Microsoft Word, Microsoft Excel, Nonprofits
Education
Dean College 1987 — 1988
Certificate, Social Work
University of Massachusetts, Amherst 1980 — 1984
Bachelors, English
Patricia Pratt's Boston Financial Data Services Experience 1986 - 1990
Job QA Analyst at Aetna
Industry Insurance
Experience
Aetna April 2014 - Present
Kennebunk Savings Bank August 2008 - April 2014
Fiserv 2006 - 2008
TD Bank May 1999 - June 2006
Boston Financial Data Services 1986 - 1990
Education
Eastern Nazarene College 1985 — 1988
Aetna April 2014 - Present
Kennebunk Savings Bank August 2008 - April 2014
Fiserv 2006 - 2008
TD Bank May 1999 - June 2006
Boston Financial Data Services 1986 - 1990
Education
Eastern Nazarene College 1985 — 1988
Michelle Giddings's Boston Financial Data Services Experience May 2012 - Present
Job Project & People Manager
Industry Financial Services
Experience
Boston Financial Data Services May 2012 - Present
Boston Financial Data Services July 2004 - June 2012
Federated Investors September 1995 - July 2004
Skills
Mutual Funds, Relationship Management, Vendor Management, Securities, Financial Services, Transfer Agency, Operations Management, Business Analysis, Process Improvement, Business Requirements, Business Process..., Analysis, Management, Project Management, Team Leadership, Equities, Back Office
Education
Eastern Nazarene College 1996 — 1998
Business Management, Business Administration, Management and Operations
Eastern Nazarene College
Boston Financial Data Services May 2012 - Present
Boston Financial Data Services July 2004 - June 2012
Federated Investors September 1995 - July 2004
Skills
Mutual Funds, Relationship Management, Vendor Management, Securities, Financial Services, Transfer Agency, Operations Management, Business Analysis, Process Improvement, Business Requirements, Business Process..., Analysis, Management, Project Management, Team Leadership, Equities, Back Office
Education
Eastern Nazarene College 1996 — 1998
Business Management, Business Administration, Management and Operations
Eastern Nazarene College
Peter Yunger's Boston Financial Data Services Experience January 2003 - January 2005
Job Trade Review Principal at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network November 2012 - Present
CCO Investment Services June 2010 - November 2012
CCO Investment Services January 2005 - June 2010
Boston Financial Data Services January 2003 - January 2005
Boston Financial Data Services August 2002 - January 2003
Scudder Investments August 2000 - May 2002
Skills
Series 7, Series 24, Series 63, Series 6, Securities, Equities, Asset Allocation, series 51, FINRA, Asset Management, Alternative Investments, Customer Service, Variable Annuities, Back Office, Call Centers, IRAs
Education
High Point University 1993 — 1998
B.S., Psychology
High Point University 1993 — 1997
Bachelors Degree, Psychology
Commonwealth Financial Network November 2012 - Present
CCO Investment Services June 2010 - November 2012
CCO Investment Services January 2005 - June 2010
Boston Financial Data Services January 2003 - January 2005
Boston Financial Data Services August 2002 - January 2003
Scudder Investments August 2000 - May 2002
Skills
Series 7, Series 24, Series 63, Series 6, Securities, Equities, Asset Allocation, series 51, FINRA, Asset Management, Alternative Investments, Customer Service, Variable Annuities, Back Office, Call Centers, IRAs
Education
High Point University 1993 — 1998
B.S., Psychology
High Point University 1993 — 1997
Bachelors Degree, Psychology
Kathy Pike's Boston Financial Data Services Experience August 2007 - Present
Job Business Solutions Analyst at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services August 2007 - Present
Skills
Business Analysis, Process Improvement, Vendor Management, Requirements Gathering, Requirements Analysis, Financial Services, Business Process, SDLC, Project Management, Business Intelligence, Risk Management
Education
Harvard University 2004 — 2006
ALM, History of Art and Architecture
Boston Financial Data Services August 2007 - Present
Skills
Business Analysis, Process Improvement, Vendor Management, Requirements Gathering, Requirements Analysis, Financial Services, Business Process, SDLC, Project Management, Business Intelligence, Risk Management
Education
Harvard University 2004 — 2006
ALM, History of Art and Architecture
Annetta Meikel's Boston Financial Data Services Experience July 2009 - Present
Job Client Services Coordinator at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services July 2009 - Present
American Century Investments 2007 - 2008
American Century Investments 2005 - 2007
University of Saint Mary 1984 - 1995
Education
Emporia State University
MBA, Business Administration
University of Saint Mary
BS, Business Administration and Physical Education
Boston Financial Data Services July 2009 - Present
American Century Investments 2007 - 2008
American Century Investments 2005 - 2007
University of Saint Mary 1984 - 1995
Education
Emporia State University
MBA, Business Administration
University of Saint Mary
BS, Business Administration and Physical Education
Peter Darsch's Boston Financial Data Services Experience March 1999 - Present
Job Client Service Officer at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services March 1999 - Present
Federated Investors May 1994 - March 1999
Boston Financial Data Services July 1983 - May 1994
Skills
Process Improvement, Call Center, Customer Service, Relationship Management, Risk Management, 401k, Vendor Management, Project Management, Retirement, Operations Management, Mutual Funds, Call Centers, Business Analysis, Banking, Client Services
Education
Fitchburg State College 1979 — 1981
Human Services
Boston Financial Data Services March 1999 - Present
Federated Investors May 1994 - March 1999
Boston Financial Data Services July 1983 - May 1994
Skills
Process Improvement, Call Center, Customer Service, Relationship Management, Risk Management, 401k, Vendor Management, Project Management, Retirement, Operations Management, Mutual Funds, Call Centers, Business Analysis, Banking, Client Services
Education
Fitchburg State College 1979 — 1981
Human Services
steven reuss's Boston Financial Data Services Experience December 2010 - May 2015
Job MCP, MCSA
Industry Information Technology and Services
Experience
Boston Financial Data Services December 2010 - May 2015
boston financial data services January 2008 - December 2010
US Army July 2002 - July 2007
Education
computertraining 2007 — 2008
MCP and MCSA certificates from Microsoft, Information Technology
University of Hartford 1996 — 1998
BA, communication
Dean College 1994 — 1996
AS, communication
Boston Financial Data Services December 2010 - May 2015
boston financial data services January 2008 - December 2010
US Army July 2002 - July 2007
Education
computertraining 2007 — 2008
MCP and MCSA certificates from Microsoft, Information Technology
University of Hartford 1996 — 1998
BA, communication
Dean College 1994 — 1996
AS, communication
Laurie France's Boston Financial Data Services Experience July 2004 - October 2004
Job Director IIS Control Columbia Management Services Inc
Industry Financial Services
Experience
Columbia Threadneedle Investments, US June 2007 - Present
Pioneer Investments October 2004 - June 2007
Boston Financial Data Services July 2004 - October 2004
Federated Investors July 2000 - July 2004
Scudder Investments November 1997 - November 1999
Skills
Investments, Asset Management, Series 6, Compliance, Transfer Agency, Alternative Investments, Equities, Financial Services, Fixed Income, Mutual Funds, Process Improvement, Risk Management, Series 63, Securities
Education
Fitchburg State College 1988 — 1992
Bachelor of Science (B.S.), Communication and Media Studies
Fitchburg State University
Columbia Threadneedle Investments, US June 2007 - Present
Pioneer Investments October 2004 - June 2007
Boston Financial Data Services July 2004 - October 2004
Federated Investors July 2000 - July 2004
Scudder Investments November 1997 - November 1999
Skills
Investments, Asset Management, Series 6, Compliance, Transfer Agency, Alternative Investments, Equities, Financial Services, Fixed Income, Mutual Funds, Process Improvement, Risk Management, Series 63, Securities
Education
Fitchburg State College 1988 — 1992
Bachelor of Science (B.S.), Communication and Media Studies
Fitchburg State University
Jeff Carini's Boston Financial Data Services Experience October 2004 - September 2012
Job Retirement Plan Account Manager at DST Retirement Solutions
Industry Financial Services
Experience
DST Retirement Solutions January 2011 - Present
Boston Financial Data Services October 2004 - September 2012
National Heritage Insurance Company December 2001 - October 2004
Colbent Management 2001 - 2001
Skills
Mutual Funds, Investments, Securities, Financial Services, Process Improvement, Management, Finance, Customer Service, Business Analysis, Equities
Education
Duquesne University 1996 — 2000
bachelors, Communications
Cushing Academy 1995 — 1996
DST Retirement Solutions January 2011 - Present
Boston Financial Data Services October 2004 - September 2012
National Heritage Insurance Company December 2001 - October 2004
Colbent Management 2001 - 2001
Skills
Mutual Funds, Investments, Securities, Financial Services, Process Improvement, Management, Finance, Customer Service, Business Analysis, Equities
Education
Duquesne University 1996 — 2000
bachelors, Communications
Cushing Academy 1995 — 1996
David Bowness's Boston Financial Data Services Experience 2006 - 2015
Job Systems Administrator/ Engineer
Industry Financial Services
Experience
Blue Cross Blue Shield of Massachusetts May 2015 - Present
Boston Financial Data Services 2006 - 2015
Massachusetts Financial Services January 1998 - November 2005
Skills
Group Policy, McAfee ePO, Active Directory, Windows Server, XP, VMware, Windows, Troubleshooting, System Administration, Administration, SCCM, HP, Microsoft Office, Virtualization, Architecture, Deployment, Windows Server 2008, Windows 7, Windows Server 2003, SCOM, Operating Systems, Server Architecture, Servers, DNS, DHCP, vSphere, Desktop Support, CommVault, WSUS, Patch Management, Antivirus, Computer Hardware, Systems Management, Hardware, SAN, Microsoft Technologies, Microsoft Infrastructure, Workstations, Clustering, VMware ESX, Server Administration, McAfee, Microsoft Exchange
Education
Eastern Nazarene College 2003 — 2005
Associates Degree, Business Administration and Management, General
Suffolk University 1983 — 1984
N/A, Computer Science
Blue Cross Blue Shield of Massachusetts May 2015 - Present
Boston Financial Data Services 2006 - 2015
Massachusetts Financial Services January 1998 - November 2005
Skills
Group Policy, McAfee ePO, Active Directory, Windows Server, XP, VMware, Windows, Troubleshooting, System Administration, Administration, SCCM, HP, Microsoft Office, Virtualization, Architecture, Deployment, Windows Server 2008, Windows 7, Windows Server 2003, SCOM, Operating Systems, Server Architecture, Servers, DNS, DHCP, vSphere, Desktop Support, CommVault, WSUS, Patch Management, Antivirus, Computer Hardware, Systems Management, Hardware, SAN, Microsoft Technologies, Microsoft Infrastructure, Workstations, Clustering, VMware ESX, Server Administration, McAfee, Microsoft Exchange
Education
Eastern Nazarene College 2003 — 2005
Associates Degree, Business Administration and Management, General
Suffolk University 1983 — 1984
N/A, Computer Science
Ryan Kinne's Boston Financial Data Services Experience July 2015 - Present
Job Financial Control Team Coordinator at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services July 2015 - Present
Boston Financial Data Services July 2014 - July 2015
Boston Financial Data Services July 2012 - July 2014
DST Systems September 2011 - July 2012
DST Systems August 2010 - September 2011
H&R Block January 2010 - August 2010
Worlds of Fun March 2008 - November 2009
Skills
Financial Analysis, Visio, PeopleSoft, Financial Services, Mutual Funds, Financial Planning, Analysis, Investments, Leadership, Risk Management, Accounting, Finance, Access, Process Improvement
Education
Park University 2011 — 2014
Master of Business Administration (MBA), General
Park University 2007 — 2009
Business Administration, Finance and Marketing
Metropolitan Community College-Maple Woods 2007 — 2007
Associate’s Degree
Emporia State University 2004 — 2006
Business Administration and Management, General
Boston Financial Data Services July 2015 - Present
Boston Financial Data Services July 2014 - July 2015
Boston Financial Data Services July 2012 - July 2014
DST Systems September 2011 - July 2012
DST Systems August 2010 - September 2011
H&R Block January 2010 - August 2010
Worlds of Fun March 2008 - November 2009
Skills
Financial Analysis, Visio, PeopleSoft, Financial Services, Mutual Funds, Financial Planning, Analysis, Investments, Leadership, Risk Management, Accounting, Finance, Access, Process Improvement
Education
Park University 2011 — 2014
Master of Business Administration (MBA), General
Park University 2007 — 2009
Business Administration, Finance and Marketing
Metropolitan Community College-Maple Woods 2007 — 2007
Associate’s Degree
Emporia State University 2004 — 2006
Business Administration and Management, General
Joey Gander, PHR's Boston Financial Data Services Experience January 2011 - December 2014
Job Manager, Training & Development at AMC Theatres
Industry Entertainment
Experience
AMC Theatres August 2015 - Present
AMC Theatres December 2014 - Present
Boston Financial Data Services January 2011 - December 2014
Boston Financial Data Services 2004 - 2010
Skills
Public Speaking, Event Planning, Instructional Design, Customer Service, Leadership Development, Training, Microsoft Office, Microsoft Word, Research, Leadership, Event Management, Editing, Employee Relations, Strategic Planning, Performance Management, Analysis, Process Improvement, Human Resources, Learning Management..., Business Continuity..., Coaching, Staff Development, Organizational..., Team Building, Recruiting
Education
Franklin University 2006 — 2008
B.S., Human Resources Management & Business Administration
University of Central Missouri 1995 — 1999
B.S., Public Relations
AMC Theatres August 2015 - Present
AMC Theatres December 2014 - Present
Boston Financial Data Services January 2011 - December 2014
Boston Financial Data Services 2004 - 2010
Skills
Public Speaking, Event Planning, Instructional Design, Customer Service, Leadership Development, Training, Microsoft Office, Microsoft Word, Research, Leadership, Event Management, Editing, Employee Relations, Strategic Planning, Performance Management, Analysis, Process Improvement, Human Resources, Learning Management..., Business Continuity..., Coaching, Staff Development, Organizational..., Team Building, Recruiting
Education
Franklin University 2006 — 2008
B.S., Human Resources Management & Business Administration
University of Central Missouri 1995 — 1999
B.S., Public Relations
Timothy Birnstiel's Boston Financial Data Services Experience 1990 - 1996
Job Santos de Pomba FC
Industry Nonprofit Organization Management
Experience
Santos de Pomba FC January 2010 - Present
Eastern Nazarene College 2009 - 2011
Starbucks Coffee Company 2006 - 2009
Kiskadee Coffee Company 2005 - 2006
Borders 2000 - 2005
State Street Bank and Trust Company 1996 - 1997
Boston Financial Data Services 1990 - 1996
Education
Eastern Nazarene College 1985 — 1990
BA, Business Administration/Management
Harvard University
Santos de Pomba FC January 2010 - Present
Eastern Nazarene College 2009 - 2011
Starbucks Coffee Company 2006 - 2009
Kiskadee Coffee Company 2005 - 2006
Borders 2000 - 2005
State Street Bank and Trust Company 1996 - 1997
Boston Financial Data Services 1990 - 1996
Education
Eastern Nazarene College 1985 — 1990
BA, Business Administration/Management
Harvard University
Joanne Dardano's Boston Financial Data Services Experience July 2011 - October 2012
Job Paralegal at Goulston & Storrs
Industry Legal Services
Experience
Goulston & Storrs November 2012 - Present
Boston Financial Data Services July 2011 - October 2012
Boston Financial Data Services July 1999 - June 2011
Becker & Poliakoff, P.A. 1992 - 1996
Skills
Legal Research, Corporate Governance, Securities, Legal Writing, Mergers & Acquisitions, Westlaw, Financial Services, Outlook, Process Improvement, Software Documentation, Event Planning, Project Management, Securities Regulation, Blue Sky Analysis, Trademark Paralegal, Corporate Law, Licensing
Education
Gibbs College-Boston 1983 — 1984
Business Law, Administrative
norwell high
Goulston & Storrs November 2012 - Present
Boston Financial Data Services July 2011 - October 2012
Boston Financial Data Services July 1999 - June 2011
Becker & Poliakoff, P.A. 1992 - 1996
Skills
Legal Research, Corporate Governance, Securities, Legal Writing, Mergers & Acquisitions, Westlaw, Financial Services, Outlook, Process Improvement, Software Documentation, Event Planning, Project Management, Securities Regulation, Blue Sky Analysis, Trademark Paralegal, Corporate Law, Licensing
Education
Gibbs College-Boston 1983 — 1984
Business Law, Administrative
norwell high
Amanda van Voorhees's Boston Financial Data Services Experience June 2008 - August 2008
Job Owner at A Lacquer Piece, LLC.
Industry Fine Art
Experience
F. Scott McMillan Design and Associates 2013 - Present
A Lacquer Piece, LLC. June 2012 - Present
Christie's January 2012 - April 2012
Edwina von Gal & Co. June 2011 - April 2012
Mario Nievera Design and Co. January 2011 - June 2011
Boston Financial Data Services June 2008 - August 2008
Skills
Fluent Spanish, Conversational Mandarin, Published in Exhibition..., Spanish, InDesign, Photoshop, Research, Microsoft Office, Photography, Social Media, PowerPoint, Nonprofits, Public Speaking, Public Relations, Event Planning, Editing
Education
Dickinson College 2006 — 2010
B.A., Art History and Archaeology, Minor in Chinese
Miss Porters School 2002 — 2006
F. Scott McMillan Design and Associates 2013 - Present
A Lacquer Piece, LLC. June 2012 - Present
Christie's January 2012 - April 2012
Edwina von Gal & Co. June 2011 - April 2012
Mario Nievera Design and Co. January 2011 - June 2011
Boston Financial Data Services June 2008 - August 2008
Skills
Fluent Spanish, Conversational Mandarin, Published in Exhibition..., Spanish, InDesign, Photoshop, Research, Microsoft Office, Photography, Social Media, PowerPoint, Nonprofits, Public Speaking, Public Relations, Event Planning, Editing
Education
Dickinson College 2006 — 2010
B.A., Art History and Archaeology, Minor in Chinese
Miss Porters School 2002 — 2006
Eric Schuhmacher's Boston Financial Data Services Experience 1996 - 1998
Job Sr. Case Coordinator at Highland Capital Brokerage
Industry Insurance
Experience
Highland Capital Brokerage-NW 2011 - Present
First American Insurance Underwriters April 2011 - June 2011
Sun Life Financial 2008 - 2010
Sun Life Financial 2003 - 2010
Sun Life Financial 1999 - 2003
State Street 1998 - 1999
Boston Financial Data Services 1996 - 1998
Signature Flight Support 1991 - 1996
Education
Daniel Webster College
BS, Management
Highland Capital Brokerage-NW 2011 - Present
First American Insurance Underwriters April 2011 - June 2011
Sun Life Financial 2008 - 2010
Sun Life Financial 2003 - 2010
Sun Life Financial 1999 - 2003
State Street 1998 - 1999
Boston Financial Data Services 1996 - 1998
Signature Flight Support 1991 - 1996
Education
Daniel Webster College
BS, Management
Kathleen Molloy's Boston Financial Data Services Experience September 2008 - Present
Job Quality Analyst at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services September 2008 - Present
Boston Financial Data Services March 2007 - October 2008
Boston Financial Data Services October 2005 - April 2007
Skills
Quality Assurance, Call Center, Process Improvement, Mutual Funds, Transaction Processing, Back Office, Banking, Customer Service, Microsoft Office, Organization, Problem Solving, Quality Management, Writing, Windows, Time Management, Feedback, Call Coaching
Education
Framingham State College 2001 — 2005
Bachelor of Arts (BA), American History (United States)
Boston Financial Data Services September 2008 - Present
Boston Financial Data Services March 2007 - October 2008
Boston Financial Data Services October 2005 - April 2007
Skills
Quality Assurance, Call Center, Process Improvement, Mutual Funds, Transaction Processing, Back Office, Banking, Customer Service, Microsoft Office, Organization, Problem Solving, Quality Management, Writing, Windows, Time Management, Feedback, Call Coaching
Education
Framingham State College 2001 — 2005
Bachelor of Arts (BA), American History (United States)
Nick Carmignani's Boston Financial Data Services Experience November 2007 - December 2008
Job RFP Specialist
Industry Financial Services
Experience
Carmignani Real Estate December 2008 - Present
Boston Financial Data Services November 2007 - December 2008
Bank of America 2005 - 2007
New York Life Investment Management 2003 - 2005
Education
Dean College 1995 — 1996
No, Liberal Studies, Computers
Carmignani Real Estate December 2008 - Present
Boston Financial Data Services November 2007 - December 2008
Bank of America 2005 - 2007
New York Life Investment Management 2003 - 2005
Education
Dean College 1995 — 1996
No, Liberal Studies, Computers
Kimberly McCutcheon's Boston Financial Data Services Experience January 2007 - Present
Job Client Service Support Analyst
Industry Financial Services
Experience
Boston Financial Data Services January 2007 - Present
Boston Financial Data Services September 2004 - December 2006
Boston Financial Data Services February 2003 - September 2004
Boston Financial Data Services May 2000 - March 2003
Skills
Mutual Funds, Business Analysis, Process Improvement, Analysis, Back Office, Visio, Customer Satisfaction, Access, Financial Services, Relationship Management, Microsoft Excel, PowerPoint, Project Management, Long-term Customer..., Client Liaison, Troubleshooting, Customer Service, Leadership, AML, Training, Microsoft Access, Problem Solving, 529 Plans, KPI Reports, Finance
Education
Quincy College
Associate of Science (A.S.), Health/Health Care Administration/Management
Emmanuel College
Business Administration, Management and Operations
Boston Financial Data Services January 2007 - Present
Boston Financial Data Services September 2004 - December 2006
Boston Financial Data Services February 2003 - September 2004
Boston Financial Data Services May 2000 - March 2003
Skills
Mutual Funds, Business Analysis, Process Improvement, Analysis, Back Office, Visio, Customer Satisfaction, Access, Financial Services, Relationship Management, Microsoft Excel, PowerPoint, Project Management, Long-term Customer..., Client Liaison, Troubleshooting, Customer Service, Leadership, AML, Training, Microsoft Access, Problem Solving, 529 Plans, KPI Reports, Finance
Education
Quincy College
Associate of Science (A.S.), Health/Health Care Administration/Management
Emmanuel College
Business Administration, Management and Operations
Tony Figueiredo's Boston Financial Data Services Experience 1983 - 1988
Job Vice President, The CGM Funds
Industry Financial Services
Experience
The CGM Funds July 1996 - Present
The Shareholder Services Group (TSSG) January 1990 - March 1996
Boston Financial Data Services 1983 - 1988
Skills
Business Development, Risk Management, Team Building, Financial Services, Management, Customer Service, Process Improvement, Mutual Funds, Operations Management, Securities, Vendor Management, Project Management, Strategic Planning, Business Analysis, Mergers & Acquisitions, Leadership
Education
University of Hartford 1980 — 1982
Bachelor of Science (BS), Psychology
Dean College 1978 — 1980
Associate's degree, Liberal Arts and Sciences/Liberal Studies
The CGM Funds July 1996 - Present
The Shareholder Services Group (TSSG) January 1990 - March 1996
Boston Financial Data Services 1983 - 1988
Skills
Business Development, Risk Management, Team Building, Financial Services, Management, Customer Service, Process Improvement, Mutual Funds, Operations Management, Securities, Vendor Management, Project Management, Strategic Planning, Business Analysis, Mergers & Acquisitions, Leadership
Education
University of Hartford 1980 — 1982
Bachelor of Science (BS), Psychology
Dean College 1978 — 1980
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Teresa Joyce's Boston Financial Data Services Experience 1986 - 1990
Job Asset Management Coordinator at NSTAR
Industry Utilities
Experience
NSTAR 2005 - Present
NSTAR (Operating comp of Northeast Utilities. Other comp incl CL&P, PSNH, WMECO,Yankee Gas) 1990 - Present
Boston Financial Data Services 1986 - 1990
Norfolk Superior Court 1983 - 1984
Skills
Process Improvement, Contract Management, Project Management, Analysis, Lotus Notes, Microsoft Excel, Project Planning, Change Management, Microsoft Office, Outlook, Business Process...
Education
Nichols College 2004 — 2007
Master of Business Administration (MBA), Business Administration and Management, General
Emmanuel College 1994 — 1997
Bachelor of Arts (B.A.), Business Administration and Management, General
NSTAR 2005 - Present
NSTAR (Operating comp of Northeast Utilities. Other comp incl CL&P, PSNH, WMECO,Yankee Gas) 1990 - Present
Boston Financial Data Services 1986 - 1990
Norfolk Superior Court 1983 - 1984
Skills
Process Improvement, Contract Management, Project Management, Analysis, Lotus Notes, Microsoft Excel, Project Planning, Change Management, Microsoft Office, Outlook, Business Process...
Education
Nichols College 2004 — 2007
Master of Business Administration (MBA), Business Administration and Management, General
Emmanuel College 1994 — 1997
Bachelor of Arts (B.A.), Business Administration and Management, General
Patricia Abrams's Boston Financial Data Services Experience November 1989 - May 2011
Job Project Manager at Cadence Health
Industry Hospital & Health Care
Experience
Cadence Health August 2011 - Present
Cadence Health August 2011 - Present
Boston Financial Data Services November 1989 - May 2011
Pine Street Inn March 1985 - November 1989
Skills
Training Project..., Curriculum Development, Curriculum Design, Curriculum Writing, Staff Management, Staff Mentoring, PowerPoint, Epic EMR, Microsoft Office
Education
Framingham State College 1981 — 1985
Bachelor's degree, Psychology
Pope John XXIII HS, Everette, MA 1977 — 1981
Psychology
Cadence Health August 2011 - Present
Cadence Health August 2011 - Present
Boston Financial Data Services November 1989 - May 2011
Pine Street Inn March 1985 - November 1989
Skills
Training Project..., Curriculum Development, Curriculum Design, Curriculum Writing, Staff Management, Staff Mentoring, PowerPoint, Epic EMR, Microsoft Office
Education
Framingham State College 1981 — 1985
Bachelor's degree, Psychology
Pope John XXIII HS, Everette, MA 1977 — 1981
Psychology
Thomas Cady's Boston Financial Data Services Experience March 1998 - Present
Job Financial Control Group Manager at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services March 1998 - Present
Skills
Transfer Agency, Retirement, DST, 401k, Banking, Risk Management, Insurance, Relationship Management, Project Management, Securities
Education
Robert Morris University 1992 — 1995
Bachelor of Science (BS), Business Administration and Management, General
Dean College 1991 — 1992
Boston Financial Data Services March 1998 - Present
Skills
Transfer Agency, Retirement, DST, 401k, Banking, Risk Management, Insurance, Relationship Management, Project Management, Securities
Education
Robert Morris University 1992 — 1995
Bachelor of Science (BS), Business Administration and Management, General
Dean College 1991 — 1992
Kyle Kotzman's Boston Financial Data Services Experience 2013 - Present
Job Mutual Fund Client Represenatative
Industry Financial Services
Experience
Boston Financial Data Services 2013 - Present
The Villages, Inc. 2012 - 2013
Sanborn Western Camps/Colorado Outdoor Education Center 2010 - 2012
Skills
Microsoft Office, Customer Service, Management, Public Speaking, Microsoft Excel, Research, Teaching, Strategic Planning, Leadership, Microsoft Word
Education
The University of Kansas 2010 — 2012
Bachelor's degree, Sociology and Anthropology
Emporia State University 2007 — 2010
Boston Financial Data Services 2013 - Present
The Villages, Inc. 2012 - 2013
Sanborn Western Camps/Colorado Outdoor Education Center 2010 - 2012
Skills
Microsoft Office, Customer Service, Management, Public Speaking, Microsoft Excel, Research, Teaching, Strategic Planning, Leadership, Microsoft Word
Education
The University of Kansas 2010 — 2012
Bachelor's degree, Sociology and Anthropology
Emporia State University 2007 — 2010
Adrienne Porter's Boston Financial Data Services Experience February 2001 - February 2002
Job Experienced Project Manager
Industry Executive Office
Experience
inStream June 2015 - Present
Crate & Barrel November 2012 - Present
Spiro Family December 2004 - Present
Metro Child Care Center July 2008 - November 2012
Crate & Barrel November 2000 - November 2004
Boston Financial Data Services February 2001 - February 2002
Oettgen/Pline Family June 1999 - February 2001
Boston Financial Data Services July 1997 - June 1999
Eastern Nazarene College June 1996 - June 1997
Skills
Training, Budgets, Project Management, Team Building, Management, Time Management, Program Management, Analysis, Teaching, CRM, Customer Service, Public Speaking, Strategic Planning
Education
Eastern Nazarene College 1992 — 1996
BA in Communication Arts, Public Speaking, Theater and Music
Eastern Nazarene College 1992 — 1996
Bachelor's degree, Communication and Media Studies
inStream June 2015 - Present
Crate & Barrel November 2012 - Present
Spiro Family December 2004 - Present
Metro Child Care Center July 2008 - November 2012
Crate & Barrel November 2000 - November 2004
Boston Financial Data Services February 2001 - February 2002
Oettgen/Pline Family June 1999 - February 2001
Boston Financial Data Services July 1997 - June 1999
Eastern Nazarene College June 1996 - June 1997
Skills
Training, Budgets, Project Management, Team Building, Management, Time Management, Program Management, Analysis, Teaching, CRM, Customer Service, Public Speaking, Strategic Planning
Education
Eastern Nazarene College 1992 — 1996
BA in Communication Arts, Public Speaking, Theater and Music
Eastern Nazarene College 1992 — 1996
Bachelor's degree, Communication and Media Studies
Andrea Hybertson's Boston Financial Data Services Experience May 1998 - March 2004
Job medical receptionist
Industry Hospital & Health Care
Experience
Boston Financial Data Services May 1998 - March 2004
BFDS 1998 - 2004
BankBoston May 1989 - May 1998
Education
Eastern Nazarene College
Bachelor of Science, Business Administration
Clark University Computer Career Institute
Boston Financial Data Services May 1998 - March 2004
BFDS 1998 - 2004
BankBoston May 1989 - May 1998
Education
Eastern Nazarene College
Bachelor of Science, Business Administration
Clark University Computer Career Institute
Sylvia Poretsky's Boston Financial Data Services Experience 1981 - 1988
Job Teacher at Weinberg Early Learning Center
Industry
Experience
Weinberg Early Learning Center 2004 - Present
Marcus Jewish Community Center 1996 - 2004
Boston Financial Data Services 1981 - 1988
Skills
Teaching, Microsoft Excel, English, Microsoft Office, Microsoft Word, PowerPoint, Photoshop, Sales, Outlook, Windows, Customer Service, Research, Public Speaking, Budgets, Data Entry, Editing, Staff Development, Spanish, Social Media
Education
Framingham State College
Bachelor of Science (B.S.), Elementary Education and Teaching
Weinberg Early Learning Center 2004 - Present
Marcus Jewish Community Center 1996 - 2004
Boston Financial Data Services 1981 - 1988
Skills
Teaching, Microsoft Excel, English, Microsoft Office, Microsoft Word, PowerPoint, Photoshop, Sales, Outlook, Windows, Customer Service, Research, Public Speaking, Budgets, Data Entry, Editing, Staff Development, Spanish, Social Media
Education
Framingham State College
Bachelor of Science (B.S.), Elementary Education and Teaching
Laurel Milliken's Boston Financial Data Services Experience August 2004 - July 2006
Job Currently seeking employment opportunities
Industry Executive Office
Experience
Boston Financial Data Services August 2004 - July 2006
B.L. Makepeace, Inc. July 1998 - November 2000
B.L. Makepeace, Inc. October 1995 - July 1998
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Public Speaking, Budgets, Editing, Writing
Education
Curry College 1995 — 1998
Bachelor of Arts (B.A.), Business Management, magna cum laude
Aquinas College at Milton 1991 — 1994
Associate of Science (A.S.), Business Management
Boston Financial Data Services August 2004 - July 2006
B.L. Makepeace, Inc. July 1998 - November 2000
B.L. Makepeace, Inc. October 1995 - July 1998
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Public Speaking, Budgets, Editing, Writing
Education
Curry College 1995 — 1998
Bachelor of Arts (B.A.), Business Management, magna cum laude
Aquinas College at Milton 1991 — 1994
Associate of Science (A.S.), Business Management
Frank Panarisi's Boston Financial Data Services Experience February 2010 - Present
Job Quality Analyst at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services February 2010 - Present
Boston Financial Data Services February 2008 - February 2010
Skills
Relationship Management, Investments, Customer Service, Financial Services, Mutual Funds, Project Management, Creative Writing, Data Analysis, Business Analysis, Process Improvement, Banking, Risk Management, Management
Education
Friends University 1999 — 2001
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
University of Missouri-Kansas City 1983 — 1987
Bachelor of Science (BS), Business Administration and Management, General
Boston Financial Data Services February 2010 - Present
Boston Financial Data Services February 2008 - February 2010
Skills
Relationship Management, Investments, Customer Service, Financial Services, Mutual Funds, Project Management, Creative Writing, Data Analysis, Business Analysis, Process Improvement, Banking, Risk Management, Management
Education
Friends University 1999 — 2001
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
University of Missouri-Kansas City 1983 — 1987
Bachelor of Science (BS), Business Administration and Management, General
Christopher Newland's Boston Financial Data Services Experience March 2008 - June 2014
Job Senior Telecommunications Analyst
Industry Telecommunications
Experience
Boston Financial Data Services March 2008 - June 2014
State Street Research July 2000 - January 2006
EquiServe November 1997 - July 2000
Skills
Avaya Site..., Avaya Communication..., Avaya AES, Project Management, Technical Documentation, Microsoft Office, Lync, SharePoint, Creative Problem Solving, Customer Service, Disaster Recovery, Avaya CMS Supervisor, Software Documentation
Education
Florida Community College at Jacksonville
Boston Financial Data Services March 2008 - June 2014
State Street Research July 2000 - January 2006
EquiServe November 1997 - July 2000
Skills
Avaya Site..., Avaya Communication..., Avaya AES, Project Management, Technical Documentation, Microsoft Office, Lync, SharePoint, Creative Problem Solving, Customer Service, Disaster Recovery, Avaya CMS Supervisor, Software Documentation
Education
Florida Community College at Jacksonville
Melissa Barber's Boston Financial Data Services Experience October 2006 - Present
Job Line Manager at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services October 2006 - Present
Skills
Process Improvement, Project Management, Financial Services, Microsoft Excel, Mutual Funds, Operations Management, Relationship Management, Requirements Analysis, Customer Service
Education
Framingham State University 2002 — 2006
Bachelor's Degree, Business Administration and Management, General
Boston Financial Data Services October 2006 - Present
Skills
Process Improvement, Project Management, Financial Services, Microsoft Excel, Mutual Funds, Operations Management, Relationship Management, Requirements Analysis, Customer Service
Education
Framingham State University 2002 — 2006
Bachelor's Degree, Business Administration and Management, General