Boston Financial Data Services

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Boston Financial Data Services Employees

Employee
Years
Job
Industry
Katie (Bryer) Noonan, MSA Katie (Bryer) Noonan, MSA Boston, Massachusetts Details
Katie (Bryer) Noonan, MSA's Boston Financial Data Services Experience September 2015 - Present
Job Sr. Internal Auditor at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services   September 2015 - Present
Homesite Insurance  March 2014 - Present
John Hancock Life Insurance Company (U.S.A.)   November 2011 - March 2014
John Hancock Life Insurance Company (U.S.A.)   September 2010 - November 2011
John Hancock Life Insurance Company (U.S.A.)   October 2008 - September 2010

Skills
Internal Controls, Financial Reporting, Financial Analysis, Accounting, Auditing, Sarbanes-Oxley Act, GAAP, Internal Audit, IFRS, Financial Modeling, US GAAP, Financial Accounting, Strategic Financial..., Sarbanes-Oxley, Finance, Financial Planning, Risk Management

Education
UMass Boston   2011 — 2011
Accounting

Northeastern University   2008 — 2011
Master of Science (M.S.), Accounting

Lasell College   2004 — 2008
Bachelor of Science (B.S.), Accounting and Finance

Andrew Traverse Andrew Traverse Greater Boston Area Details
Andrew Traverse's Boston Financial Data Services Experience April 2012 - October 2014
Job Sales Analyst
Industry Financial Services
Experience
MFS Investment Management  October 2014 - Present
Boston Financial Data Services   April 2012 - October 2014
Boston Financial Data Services   May 2011 - April 2012

Skills
Microsoft Office, Salesforce.com, Research, Data Analysis, PowerPoint, Lead Generation, Microsoft Word, Microsoft Excel, Business Development, Market Research, Class Actions, Social Media, Quality Assurance, Staff Supervision, Customer Service, PACER, Courtlink, Sales, Analysis, Financial Services, Financial Analysis

Education
University of Wisconsin-Madison   2007 — 2011
Bachelor of Arts, French

Institut catholique de Paris   2010 — 2010
French Language and Literature

Gregg Hollins Gregg Hollins Kansas City, Missouri Details
Gregg Hollins's Boston Financial Data Services Experience December 2013 - July 2014
Job Personal Loan Specialist at Springleaf Financial Services
Industry Professional Training & Coaching
Experience
Springleaf Financial Services  April 2015 - Present
Corporate Strategies by SkillPath  June 2014 - March 2015
Boston Financial Data Services   December 2013 - July 2014
Sage Hospitality  August 2012 - December 2013

Skills
Finance, Consumer Lending, Loans, Strategy, Customer Service, Sales Process, Car Loans, Budget Management, Strategic Planning, Marketing Strategy, New Business Development, Marketing, Employee Training

Education
Los Angeles Pierce College
Social Psychology

Park University
Social Psychology

Jamie Conley Jamie Conley Tampa/St. Petersburg, Florida Area Details
Jamie Conley's Boston Financial Data Services Experience January 1996 - January 1999
Job Regional President Robert Half
Industry Staffing and Recruiting
Experience
Robert Half  July 2002 - Present
Robert Half  January 2010 - January 2011
Robert Half  January 2008 - January 2010
Robert Half  May 2003 - January 2008
Robert Half  July 2002 - May 2003
Advent International  May 1999 - June 2002
State Street Bank and Trust  January 1997 - April 2000
Boston Financial Data Services   January 1996 - January 1999

Skills
Staffing Services, Customer Service, Financial Analysis, Accounting, Financial Planning, Budgeting, Budgets, Strategic Financial..., Account Management, Account Reconciliation, Banking, Business Development, Contract Negotiation, Employee Benefits, Employee Relations, Finance, Forecasting, General Ledger, Human Resources, Internet Recruiting, Investments, Leadership, Management, New Business Development, Payroll, Process Improvement, Recruiting, Sales, Sales Management, Strategy, Team Building, Team Leadership, Temporary Placement, Temporary Staffing, Time Management, Auditing, Hiring, Job Coaching, Educational Technology

Education
Lake Forest College   1992 — 1996
Bachelors, Business Administration & Accounting

Kevin Dang Kevin Dang Boston, Massachusetts Details
Kevin Dang's Boston Financial Data Services Experience June 2010 - August 2010
Job Front Office Supervisor at Mandarin Oriental Hotel Group
Industry Hospitality
Experience
Mandarin Oriental Hotel Group  May 2013 - April 2015
Mandarin Oriental Hotel Group  August 2011 - May 2013
Langham Hospitality Group  September 2010 - December 2010
Boston Financial Data Services   June 2010 - August 2010

Skills
Front Office, Hospitality Management, Hospitality, Hotels, Hospitality Industry, Time Management, Food & Beverage, Hotel Management, Customer Service, Pre-opening, Guest Service Management, Rooms Division, Micros, Microsoft Office, Microsoft Excel

Education
University of Massachusetts at Amherst - Isenberg School of Management   2007 — 2011
Bachelor of Science (B.S.), Hospitality & Tourism Management, Chinese Minor

Katherine Corey Katherine Corey Greater Boston Area Details
Katherine Corey's Boston Financial Data Services Experience July 2005 - Present
Job Customer ServiceSenior at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services   July 2005 - Present

Skills
Report Writing, Employee Training, Troubleshooting, Problem Solving, Call Centers, Team Leadership, Time Management, Training, Project Management, Teamwork, Program Management, Project Planning, Technical Writing, Access, WordPress, Organization

Education
Massachusetts College of Liberal Arts   2000 — 2005
Bachelor's degree, Business Administration and Management, General

Amy Clark Amy Clark Lawrence, Kansas Details
Amy Clark's Boston Financial Data Services Experience November 2009 - July 2014
Job Client Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  July 2014 - Present
Boston Financial Data Services   November 2009 - July 2014
Kansas Athletics  August 2011 - December 2011
Vangent, Inc.   March 2009 - August 2009
CorpLogoWare/Partners N Promotion   April 2007 - February 2009
Affinitas  September 2005 - August 2006

Skills
Customer Satisfaction, Human Resources, Employee Relations, Employee Training, Quality Assurance, Organizational Structure, Efficiency Improvement, Strong Work Ethic, Outstanding Customer..., Customer Retention, Process Improvement, Vendor Management, CRM, Team Building, Management, Microsoft Office, Project Management, Customer Service

Education
University of Kansas   2009 — 2011
B.G.S., Major: Psychology, Minor: Business

Johnson County Community College   2006 — 2007
Esthetics Certification, Esthetics

Joe Klein Joe Klein Lawrence, Kansas Area Details
Joe Klein's Boston Financial Data Services Experience May 2014 - Present
Job Information Services Specialist
Industry Information Technology and Services
Experience
Boston Financial Data Services   May 2014 - Present
H&R Block  December 2012 - January 2014
University of Central Missouri  August 2008 - August 2012

Skills
•Managing Windows XP..., •Installation,..., •Database history,..., Windows Server, Networking, Troubleshooting, Windows 7, System Administration, Active Directory, Microsoft Office, Computer Hardware, Network Administration, Vendor Management, Windows, Team Leadership, Technical Support, Security, Project Management, Help Desk Support, SharePoint, Servers, Operating Systems, Disaster Recovery

Education
The University of Kansas   2015 — 2019
Bachelor's Degree, Computer Science

ITT Technical Institute-Kansas City   2007 — 2009
Associate of Science (A.S.), Computer Network Systems

Maura Lawrence Maura Lawrence Lenexa, Kansas Details
Maura Lawrence's Boston Financial Data Services Experience October 2009 - April 2012
Job Client Associate at Commerce Bank
Industry Financial Services
Experience
Commerce Bank  October 2013 - Present
CommunityAmerica Credit Union  April 2012 - August 2013
Boston Financial Data Services   October 2009 - April 2012
University of Kansas  August 2009 - January 2011
Bob Evans  July 2006 - December 2009

Skills
Mutual Funds, Financial Analysis, Customer Service, Microsoft Excel, Investments, Banking, Microsoft Office, PowerPoint, Access, Microsoft Word, Risk Management, Leadership, Credit

Education
University of Kansas   2009 — 2011

Johnson County Community College   2007 — 2009

Naomi Ayalew Naomi Ayalew Lawrence, Kansas Details
Naomi Ayalew's Boston Financial Data Services Experience February 2013 - July 2014
Job Leasing Consultant at The Rockland
Industry Medical Practice
Experience
Peak Campus Companies  February 2015 - Present
Community Living Opportunities  July 2014 - Present
Schiefelbusch Speech Langauge Hearing Clinic   June 2014 - June 2015
Boston Financial Data Services   February 2013 - July 2014
Cottonwood, Inc.   September 2011 - February 2013

Skills
Biology, Compassion, Public Speaking, Community Outreach, Organizational..., Chemistry, Time Management, Customer Service, Cpr Certified, Medicine, Research, Leasing, Sales, Events Coordination, Marketing

Education
The University of Kansas   2011 — 2015
Bachelor of Science (B.S.), Biology, General, Senior

Johnson County Community College   2010 — 2011

Kim Pina Kim Pina Riverside, Rhode Island Details
Kim Pina's Boston Financial Data Services Experience September 1990 - September 2001
Job Life Claims Analyst at Metlife
Industry Financial Services
Experience
Metlife  February 2015 - Present
BNY Mellon Wealth Management  August 2014 - Present
BNY Mellon Wealth Management  September 2001 - September 2011
Boston Financial Data Services   September 1990 - September 2001

Skills
Teamwork, Microsoft Word, PowerPoint, Microsoft Office, Customer Service, Microsoft Excel, Management, Mutual Funds, Outlook, Finance, Financial Services, Leadership, Process Improvement, Photoshop, Windows, Access

Education
New England Institute of Technology   2012 — 2014
Associate in Science Degree in Business Management, Business Management Technology, 3.65

Johnson and Wales University   2006 — 2006
Business Administration and Management, General

Dustyn Muncy Dustyn Muncy Lawrence, Kansas Details
Dustyn Muncy's Boston Financial Data Services Experience December 2014 - Present
Job Customer Service at Boston Financial Data Services
Industry Arts and Crafts
Experience
Boston Financial Data Services   December 2014 - Present
Dusty's Catering&Delivery   January 2013 - December 2014

Skills
Art, Microsoft Office, Photography, Customer Service, Social Media, Public Speaking, Photoshop, Management, Event Planning, Marketing, Sales, Microsoft Word, Graphic Design

Education
Johnson County Community College   1995 — 1997

Jennifer Rivas Jennifer Rivas Kansas City, Missouri Area Details
Jennifer Rivas's Boston Financial Data Services Experience October 1997 - Present
Job Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services   October 1997 - Present
Southwest Technologies   1996 - 1997

Skills
Project Management, Project Planning, Risk Management, Financial Services, Analysis, Entrepreneurship, Process Improvement, Connectors, Software Documentation, Business Process..., SharePoint, Mind Reader, Vendor Management, Business Analysis, Business Requirements, Change Management, Visio, Internal Audit, Mutual Funds, SDLC, Awesomeness, Requirements Gathering, Requirements Analysis, Microsoft Office, PowerPoint, Project Coordination, MS Project, JIRA, Collabnet, Compliance, Clarity, Team Leadership, Relationship Management, Data Analysis, CRM, Information Technology, Team Building, Business Intelligence, Mobile Applications, Events Coordination

Education
Kansas State University   2009 — 2017

University of Phoenix   2008 — 2008

Johnson County Community College   2005 — 2007
Associate of Arts (AA), General Studies

Jean-Paul Reed Jean-Paul Reed Franklin, Massachusetts Details
Jean-Paul Reed's Boston Financial Data Services Experience June 2014 - June 2015
Job Senior Consultant AWD at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services  June 2015 - Present
Boston Financial Data Services   June 2014 - June 2015
Boston Financial Data Services   September 2010 - June 2014
Boston Financial Data Services   January 2001 - September 2010
McDonald's  November 1994 - September 2001

Skills
AWD, JavaScript, Business Analysis, Requirements Gathering, Troubleshooting, Mutual Funds, BPMN, HTML, Creative Solutions, Technical Support, Testing, SharePoint, Visio, CSS, Financial Services, Software Documentation, Analysis, Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, BizAgi, Process Improvement

Education
University of Massachusetts Boston   2011 — 2015
BS, Computer Science

Massasoit Community College   2008 — 2011
Associates in Science, Business Administration

Stoughton Hight School   1994 — 1998
High School Diploma

Lynn Mazzeo Lynn Mazzeo South Weymouth, Massachusetts Details
Lynn Mazzeo's Boston Financial Data Services Experience September 2010 - Present
Job Operations Manager, Mutual Funds at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services   September 2010 - Present
Boston Financial Data Services   February 2007 - September 2010
Miltons The Store for Men  1989 - 1993

Skills
Process Improvement, Policy, Testing, Interviews, Management, Analysis, Mutual Funds, Financial Services, Risk Management, Relationship Management

Education
University of Phoenix   2007 — 2009

Massasoit Community College   1988 — 1990
Computer Programming/Business Management

Adrian Reynolds Adrian Reynolds Asheville, North Carolina Area Details
Adrian Reynolds's Boston Financial Data Services Experience May 1997 - May 2014
Job Retired from financial services
Industry Financial Services
Experience
Boston Financial Data Services   May 1997 - May 2014
Matsushita  1991 - 1992
Genicom  May 1988 - May 1990

Skills
Training, Instructional Design, Instructor-led Training, Strategic Planning, E-Learning, Workshop Facilitation, DST Systems proprietary..., Staff Development, Training Delivery, Program Management, Leadership, Performance Management, Organizational..., Leadership Development, Customer Satisfaction, Blended Learning, Program Development, Coaching, Adult Education, Employee Training

Education
University of Redlands   1984 — 1986
BS, Business Administration

Los Angeles Valley College   1975 — 1978
AA, General Engineering

Jordan Kimbrell Jordan Kimbrell Kansas City, Missouri Details
Jordan Kimbrell's Boston Financial Data Services Experience June 2008 - July 2009
Job Writer/Editor
Industry Publishing
Experience
Unbound (nonprofit)   August 2013 - Present
Unbound (nonprofit)   June 2011 - August 2013
Kansas State University  August 2009 - May 2011
Boston Financial Data Services   June 2008 - July 2009

Skills
Ap Style, Editing, Copy Editing, Proofreading, Teaching, Technical Writing, Public Speaking, Newsletters, MLA style, Non-profits, Creative Writing, Volunteer Management, Blogging, Copywriting, AP Style, Event Planning, Microsoft Office, Nonprofits, Publications, Social Media, Writing, Microsoft Word, Research, Higher Education, Customer Service, Facebook, Time Management, InDesign, Press Releases, Social Media Marketing, Marketing

Education
Kansas State University   2009 — 2011
Master of Arts (M.A.), English-Creative Writing

Truman State University   2004 — 2008
B.A., English

Anthony Gitto Anthony Gitto Kansas City, Missouri Area Details
Anthony Gitto's Boston Financial Data Services Experience September 2000 - Present
Job Support Consultant at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services   September 2000 - Present
PCM Solutions   2005 - 2007

Skills
Mutual Funds, Financial Services, Business Requirements, Requirements Gathering, Relationship Management, Software Documentation, Business Process..., Process Improvement, Analysis, Business Analysis, SDLC, Financial Analysis, Vendor Management, Troubleshooting, Windows, SQL, System Administration, Requirements Analysis, Customer Service, SharePoint, Systems Analysis, Risk Management, Data Analysis, Visio, Business Process, Quality Assurance, Databases, Software Development, Training, Call Centers, Project Management

Education
University of Phoenix   2007 — 2008

Longview Community College   2005 — 2006

Missouri Western State University   1999 — 2000

Belton High School   1995 — 1999
High School Diploma

Jaclyn Freestone Jaclyn Freestone Lakeville, Massachusetts Details
Jaclyn Freestone's Boston Financial Data Services Experience May 2006 - May 2007
Job Center Director
Industry Education Management
Experience
Fountain of Grace Academy   October 2014 - Present
Knowledge Universe  March 2012 - October 2014
Bright Horizons Family Solutions  July 2010 - March 2012
Bright Horizons  June 2007 - June 2010
Boston Financial Data Services   May 2006 - May 2007

Education
UMass Boston   2001 — 2005
Bachelor of Arts (B.A.), Psychology

Massasoit Community College   1998 — 2001
Associate's degree, Liberal Arts and Sciences/Liberal Studies

David Bashy David Bashy Greater Boston Area Details
David Bashy's Boston Financial Data Services Experience March 2005 - September 2006
Job Flight Instructor at Executive Flyers Aviation
Industry Airlines/Aviation
Experience
Executive Flyers Aviation  August 2013 - Present
IMC Club International, Inc.   August 2012 - Present
Avidyne  February 2010 - May 2012
Fidelity Charitable Services  July 2007 - February 2010
Staples  September 2006 - April 2007
Boston Financial Data Services   March 2005 - September 2006
Columbia Funds Services, Inc.   September 2004 - March 2005
Columbia Funds/Liberty Financial   April 1993 - September 2004
ADS Flight Center   May 1999 - May 2001
Executive Flyers Aviation  1987 - 1990

Skills
Aircraft, Aviation, Customer Service, Customer Relations, Avionics, Call Center, Sales Operations, Helicopters, Private Pilot, Management, Aerospace, Aircraft Maintenance, Call Centers, Program Management, Airlines, Flight Safety, Team Building, Flights, Airports, Sales, Commercial Aviation, Piloting, Charter

Education
Keene State College   1982 — 1986
Bachelor's degree, Political Science

Sharon High School

Eileen Timoney, Financial Services Eileen Timoney, Financial Services Greater Boston Area Details
Eileen Timoney, Financial Services's Boston Financial Data Services Experience 2007 - September 2011
Job Job Developer at Bay State Community Services Inc
Industry Financial Services
Experience
Bay State Community Services Inc  April 2015 - Present
Bay State Cummunity Services   October 2013 - Present
Plymouth Career Center  April 2012 - Present
Irish Cultural Center   January 2012 - Present
BAY STATE COMMUNITY SERVICES  November 2012 - October 2013
Boston Financial Data Services   2007 - September 2011
Boston Financial Data Services   2006 - 2007
Boston Financial Data Services   2004 - 2007
Federated Investors  2002 - 2004
Scudder Investments  1999 - 2002

Skills
Microsoft Office, Lotus Notes, Customer Service, Office Administration, Benefits Administration, Client Services, Tutoring, Risk Management, Webinars, Peer Mentoring, Training, Business, Invoicing, AML, OFAC, USA PATRIOT Act, Bank Secrecy Act, Workshop Facilitation, Fraud Detection, AWD, ASPPA Certified, TRAC, DSY Systems Solutions, OFAC Data Base, Flower Arranging, Access, Mentoring, Peer Advisor, Volunteer, Money Laundering, Fraud Prevention, Retirement Plan..., Compliance Specialist, SharePoint, Asset Managment, E-Learning, Financial Risk, Financial Analysis, Financial Markets, Administrative..., Administrative Processes, CIP, FinCEN, Qualified Retirement...

Education
Stonehill College   1993 — 1996
Stonehill College, B.A. Psychology, 3.43

Massasoit Community College   1989 — 1993
Associates, Liberal Arts, 3.85

JoAnne (Bastable) Parisi JoAnne (Bastable) Parisi Greater Boston Area Details
JoAnne (Bastable) Parisi's Boston Financial Data Services Experience February 2001 - December 2007
Job Owner/Photographer at Dirty Water Photography
Industry Government Administration
Experience
Dirty Water Photography   November 2013 - Present
United States Army Reserve  October 2001 - October 2013
Town of Weymouth  March 2012 - November 2012
National Veterans Training Institute Alumni   April 2010 - November 2012
Commonwealth of Massachusetts  September 2009 - June 2011
TD Ameritrade  February 2008 - July 2008
Boston Financial Data Services   February 2001 - December 2007
Merrill Lynch  2000 - 2000

Skills
Microsoft Excel, Microsoft Word, Outlook, Access, Entertainment, TA2000, DST, Government, Customer Service, Team Building, Leadership, Program Management, Security Clearance, Process Improvement, Operations Management, Project Planning, Microsoft Office, Social Media, Leadership Development, Public Speaking, Resume Writing, Research, Policy, Human Resources, Physical Security, Training, Software Documentation, Budgets, Security, Strategic Planning, Analysis, Background Checks, Community Outreach, Negotiation, Process Scheduler, Conflict Resolution, Coaching, Inventory Management, PowerPoint, Fundraising, Army, Emergency Management, Management, Military Experience, Nonprofits, Staff Development, Social Networking, Supervisory Skills, Time Management, System Administration

Education
University of Colorado at Denver   2010 — 2010
Certificate, School of Public Affairs

Quincy College   2004 — 2005
Liberal Arts, Government, Law

Massasoit Community College   2001 — 2002
Law Enforcement

Cassidy Waters Cassidy Waters Toms River, New Jersey Details
Cassidy Waters's Boston Financial Data Services Experience November 2012 - May 2013
Job Energy Consultant at Trinity Solar
Industry Marketing and Advertising
Experience
Trinity Solar  December 2014 - Present
Vivint Solar  March 2014 - December 2014
Vivint  May 2013 - February 2014
Boston Financial Data Services   November 2012 - May 2013
University Daily Kansan  January 2013 - April 2013
Bird Dog Restaurant   January 2012 - April 2012
ServiceMagic  May 2011 - August 2011
Redskye Wireless  August 2010 - May 2011

Skills
Cold Calling, Direct Sales, Sales Pipeline..., Salesforce.com, Google Adwords, Social Media Marketing, Customer Retention, Sales, Online Advertising, Facebook, Google Analytics, Social Networking, Business Networking, Social Media, Account Management, SEO, Email Marketing, Sales Operations, Marketing Strategy, Marketing, Analytics, Selling, Competitive Analysis, Advertising Sales, Market Research, Online Marketing, Strategic Communications, Management, Advertising, Public Relations, WordPress, Marketing Communications, B2B, Sales Management, Press Releases, CRM, Lead Generation, Direct Marketing

Education
University of Kansas   2012 — 2013
Bachelor of Science (BS), Journalism

Johnson County Community College   2010 — 2012

Pittsburg State University   2009 — 2009

Julie Pattison Julie Pattison Owls Head, Maine Details
Julie Pattison's Boston Financial Data Services Experience October 2009 - Present
Job Line Manager, Investor Services
Industry Financial Services
Experience
Boston Financial Data Services   October 2009 - Present
TD  February 2009 - September 2009
Rockport Marine   September 2005 - January 2009

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Data Analysis, Financial Services, Microsoft Word, Process Improvement, Social Media, Relationship Management, Management

Education
McGill University   2001 — 2005
Bachelor of Science (BS), Atmospheric Sciences and Meteorology

University of Maine at Augusta

Peter Clothier Peter Clothier Greater New York City Area Details
Peter Clothier's Boston Financial Data Services Experience 1990 - 1993
Job Senior Vice President at Computershare US
Industry Financial Services
Experience
Computershare US  September 2002 - Present
Expect Miracles Foundation - Financial Services Against Cancer  May 2014 - Present
Bank of New York Mellon  1993 - 2000
Boston Financial Data Services   1990 - 1993

Skills
Mutual Funds, Project Management, French, Accounting, Securities, Equities, Investments, Financial Analysis, Product Management, Business Strategy, Market Research, New Business Development, Marketing, Strategic Planning, Marketing Strategy, Marketing Communications, Sales, Business Development, Consulting, CRM, ETFs, Fund Administration, Financial Services, Management

Education
University of Massachusetts at Amherst - Isenberg School of Management   2000 — 2002
MBA, Business Administration

Rouen Business School / ESC Rouen   2001 — 2001
Certificate in European Management, 2001, European Business

Tufts University   1985 — 1989
B.A., International Relations, East European Studies

Mike Bibilos Mike Bibilos Greater Boston Area Details
Mike Bibilos's Boston Financial Data Services Experience March 2005 - November 2007
Job Relationship Manager at Ascensus College Savings
Industry Financial Services
Experience
Ascensus College Savings (formerly Upromise Investments)   September 2012 - Present
Sun Life Financial  April 2008 - September 2012
Boston Financial Data Services   March 2005 - November 2007
Columbia Management  June 1996 - March 2005
Keyport Life Insurance Company  April 1992 - June 1996

Skills
Financial Services, Mutual Funds, Relationship Management, Insurance, Business Relationship..., Management, 529 Plans, Leadership, Strategy, Customer Service, Risk Management, Process Improvement, Team Building, Variable Annuities, Finance, Operations Management, Series 6, Securities, Outsourcing, Performance Management, Call Centers, Vendor Management

Education
Merrimack College   1986 — 1991
B.S., Business Administration

Barbara Panzino Barbara Panzino Greater Boston Area Details
Barbara Panzino's Boston Financial Data Services Experience June 1983 - September 1990
Job VP Portfolio Planning Office at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  January 2012 - Present
Fidelity Investments  January 1996 - December 2011
First Data Corporation  September 1990 - January 1996
Boston Financial Data Services   June 1983 - September 1990

Skills
Financial Services, Mutual Funds, Process Improvement, Business Analysis, Risk Management, Operations Management, Financial Analysis, Vendor Management, Strategic Financial..., Relationship Management, Portfolio Management, Accounting, Requirements Gathering, Banking, Cash Management, Financial Modeling

Education
Massasoit Community College   1981 — 1983

Abington High School   1978 — 1981

Caryn Bellew Caryn Bellew Greater Boston Area Details
Caryn Bellew's Boston Financial Data Services Experience 2006 - 2009
Job Owner, Bellas Bodyworks
Industry Health, Wellness and Fitness
Experience
Bellas Bodyworks   January 2010 - Present
Boston Financial Data Services   2006 - 2009
Norfolk Factory Direct   2003 - 2006

Skills
Reiki, Relaxation, Energy Healing, Aromatherapy, Therapeutic Massage, Alternative Medicine, Chakra Balancing, Healing, Pain Management, Crystal Healing, Polarity, Meditation, crysta, Reflexology, Healing Touch, Hands on Healing, Holistic Health, chakra, Naturopathy, Wellbeing, Bodywork, Energy Work, Detoxification, Chronic Pain, Wellness Coaching

Education
Spa Tech   2008 — 2009
Massage & Polarity

Massasoit Community College

Afolayan Obembe Afolayan Obembe Los Angeles, California Details
Afolayan Obembe's Boston Financial Data Services Experience June 2013 - September 2013
Job Project Management Professional
Industry Information Technology and Services
Experience
Accenture  January 2015 - April 2015
Accenture  March 2014 - December 2014
Boston Financial Data Services   June 2013 - September 2013
Office of Governor Sam Brownback  January 2013 - May 2013
UnitedHealth Group  September 2011 - October 2012
Harte Hanks  April 2010 - September 2011
NCO Group  October 2007 - May 2009

Skills
Data Analysis, Customer Service, Analysis, SharePoint, Leadership, Healthcare, Microsoft Office, PowerPoint, Market Research, Management, Financial Analysis, Access, Outlook, Teamwork, Microsoft Excel, Training, Program Management, Project Management, Process Improvement, SAP, Community Outreach, Fundraising, Event Planning, Budgets, Organizational..., Team Building, Government, HIPAA, Policy, Policy Analysis, Microsoft Word, Research, Time Management, Strategic Planning, Team Leadership, Project Planning, Cross Functional..., SQL, SDLC, Application Lifecycle..., Tapestry

Education
University of Kansas   2011 — 2013
Bachelor of Arts (B.A.), Public Administration

Johnson County Community College   2010 — 2011
Associate of Arts (A.A.), Business Administration

Mark Parcaro, CFM Mark Parcaro, CFM Topeka, Kansas Area Details
Mark Parcaro, CFM's Boston Financial Data Services Experience August 2015 - Present
Job Boston Financial
Industry Financial Services
Experience
Boston Financial Data Services   August 2015 - Present
AMEC  October 2009 - January 2015
Bartlett & West  May 2006 - October 2009
General Electric  May 2001 - May 2006

Skills
Certified Floodplain..., ArcGIS, GIS, ESRI, Floodplain Management

Education
Kansas State University   1997 — 2001
BS, Geography

Colleen Contrada Colleen Contrada Greater Boston Area Details
Colleen Contrada's Boston Financial Data Services Experience July 2006 - October 2009
Job Director Credentialing Locum/Nursing/Alled at Randstad Healthcare
Industry Staffing and Recruiting
Experience
Randstad Healthcare  May 2014 - Present
Randstad Healthcare  August 2011 - Present
Keller Williams Realty  June 2011 - Present
Boston Financial Data Services   July 2006 - October 2009
TD Bancnorth   July 2005 - July 2006
Putnam Investments/Mercer   August 2002 - July 2005
Putnam Investments  October 1999 - August 2002

Skills
Training, Management, Leadership, Process Improvement, Microsoft Excel, Recruiting, Mutual Funds, Software Documentation, Operations Management, Cross-functional Team..., Sales, Change Management, Time Management, Start-ups, Customer Service, Employee Benefits

Education
Marygrove College
BA, French, Psychology, Humanities

Duncan Arsenault Duncan Arsenault Greater Boston Area Details
Duncan Arsenault's Boston Financial Data Services Experience August 2005 - Present
Job Project Manager at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services   August 2005 - Present
Equiserve/Computershare   1996 - 2001
Boston Financial Data Services   January 1994 - January 1996

Skills
Management Consulting, Mutual Funds, Business Analysis, Financial Services, Process Improvement, Vendor Management, Risk Management, Requirements Gathering, Requirements Analysis, Project Management, Securities, Business Requirements, Program Management, Relationship Management, Back Office, Operations Management

Education
Massasoit Community College   1985 — 1987
Associate of Science (A.S.), Computer Science

William Brune William Brune Lawrence, Kansas Area Details
William Brune's Boston Financial Data Services Experience January 2008 - May 2010
Job Mainframe Programmer at DST Systems
Industry Computer Software
Experience
DST Systems  May 2010 - Present
Boston Financial Data Services   January 2008 - May 2010

Skills
COBOL, DB2, Blue Sky record keeping, Confluence, Mainframe, JCL, SQL, Systems Analysis, Databases, Software Development, Requirements Gathering, Requirements Analysis, Software Documentation, Documentation, IBM Mainframe, TSO, SDLC

Education
Kansas State University   2014 — 2017
Master of Computer Applications (MCA), Computer Programming, Specific Applications

Washburn University   1997 — 2000
Bachalors, Business - Major: Economics

Cheryl Sullivan Cheryl Sullivan Greater Boston Area Details
Cheryl Sullivan's Boston Financial Data Services Experience 1997 - 1999
Job Field Support Coordinator, Dunkin' Brands
Industry Food & Beverages
Experience
Dunkin' Brands  July 2013 - Present
Mortgage Master  August 2012 - June 2013
Lincoln Peak Partners  August 2011 - February 2012
State Street  July 2006 - March 2011
State Street Global Advisors  April 2000 - June 2006
State Street Global Advisors  April 1998 - March 2002
Boston Financial Data Services   1997 - 1999
Boston Financial Data Services   1996 - 1997
Stanish Village at Lower Mills   1996 - 1997

Skills
Financial Services, Recruiting, Human Resources, Marketing, Event Planning, Administrative..., Onboarding, Social Media, Interviews, Office Management, CRM, Spreadsheets

Education
Massachusetts College of Liberal Arts   1991 — 1996
BA, Sociology

Milton High School   1987 — 1991

Brandon James Griffin Brandon James Griffin Greater Boston Area Details
Brandon James Griffin's Boston Financial Data Services Experience February 2012 - Present
Job at
Industry Financial Services
Experience
DST Retirement Solutions  April 2015 - Present
Boston Financial Data Services   February 2012 - Present
Boston Financial Data Services   May 2007 - February 2012
Polaroid Corporation  January 2001 - May 2003

Skills
Trac, TA2000, Cash Flow, Fund Accounting, Money Market Funds, Dividend Rate Entry, iFAST, Manual Pricing, Foreign Currency..., Precious Metals Trading, Same Day Cash Manager, Developmental..., Cystic Fibrosis..., Securities, Financial Operations, Process Scheduler, Cpr Certified, 529 Plans, Fundraising, Social Security..., Non-profit..., Poetry, Linguistics, Mutual Funds, Global Operations, Behavior Management, Developmental..., Charity Work, Transfer Agency, Management, Financial Services

Education
Massasoit Community College   2002 — 2005
Associate in the Arts, Human Services/Sociology

Abington High   1995 — 1998
High School Diploma, High School

Keith LaVangie Keith LaVangie Greater Boston Area Details
Keith LaVangie's Boston Financial Data Services Experience January 1994 - March 1999
Job Sales Manager at InfoTrends
Industry Market Research
Experience
InfoTrends  December 2005 - Present
InfoTrends  December 2001 - December 2005
CAP Ventures Inc   April 1999 - December 2001
Boston Financial Data Services   January 1994 - March 1999

Skills
Market Research, Marketing, Business Development, Product Marketing, Account Management, Marketing Communications, New Business Development, Marketing Strategy, Competitive Analysis, Sales Operations, Project Management, Market Analysis, CRM, B2B, Sales, Management, Sales Process, Product Development, Forecasting, Direct Marketing, Selling, Contract Negotiation, Sales Management, Lead Generation, Product Launch, Leadership, Salesforce.com, Solution Selling, Marketing Research, Strategic Partnerships, Product Management

Education
Massachusetts College of Liberal Arts   1989 — 1993
Bachelors of Science

Patrice N. Jean-Philippe, MBA Patrice N. Jean-Philippe, MBA Providence, Rhode Island Area Details
Patrice N. Jean-Philippe, MBA's Boston Financial Data Services Experience July 2004 - September 2006
Job Premier Client Manager at Santander Bank, N.A.
Industry Banking
Experience
Santander Bank, N.A.   January 2015 - Present
Santander Bank, N.A.   January 2014 - January 2015
Santander Bank, N.A.   August 2012 - January 2014
Money Management International  August 2009 - October 2010
Atrion Corporation  June 2008 - April 2009
RBS Citizens Bank  March 2005 - April 2008
Boston Financial Data Services   July 2004 - September 2006

Skills
Leadership, Coaching, Program Management, Credit, Employee Benefits, Performance Management, Recruiting, Training, Management, Business Development, Call Centers, Customer Service, Microsoft Excel, Banking, Social Media Marketing, Teamwork, Marketing Strategy, Marketing, Team Building, Sales, Time Management, Event Management, Public Speaking, Budgets, Leadership Development, Strategic Planning, New Business Development

Education
Johnson & Wales University   2005 — 2007
MBA, Global Leadership- Marketing

Johnson & Wales University   2000 — 2004
BS, Marketing

Kia Harris Kia Harris Kansas City, Missouri Area Details
Kia Harris's Boston Financial Data Services Experience November 2007 - August 2008
Job Financial Analyst II at KeyBank
Industry Banking
Experience
KeyBank  December 2014 - Present
MetLife  February 2011 - November 2014
Farmers Insurance  August 2008 - February 2011
Boston Financial Data Services   November 2007 - August 2008

Skills
Financial Analysis, Underwriting, Insurance, Risk Management, Microsoft Office, Risk Analysis, Operating Statements, Goal Oriented, Problem Solving, Organization, Highly detail oriented, Community Outreach, Investments, Customer Service, Communication, Mentoring, Mutual Funds

Education
University of Missouri-Columbia   2005 — 2007
Bachelor of Science (BS), Business Administration and Management, General

Longview Community College   2002 — 2005
Associate of Arts (AA), Business Administration and Management, General

Charles Lockwood Charles Lockwood Greater Boston Area Details
Charles Lockwood's Boston Financial Data Services Experience October 2012 - October 2012
Job Cofounder, Managing & Creative Director
Industry Marketing and Advertising
Experience
Ideometry   December 2014 - Present
Stealth Startup  July 2015 - Present
River Bend Career and Technical Center   April 2013 - January 2015
Suffolk University - Marketing & Communications   January 2013 - January 2015
Boston Financial Data Services   October 2012 - October 2012
Essential  October 2012 - October 2012
LehmanMillet  October 2012 - October 2012
Garnet Hill  July 2012 - October 2012
SerVermont   June 2011 - July 2012
Lyndon State College  September 2011 - May 2012

Skills
InDesign, Maya, Flash Animation, Photoshop, Digital Photography, Illustrator, Digital Illustration, Vector Illustration, Book Illustration, QuarkXPress, Final Cut Pro, After Effects, Adobe Fireworks, Dreamweaver, Mac OS, Microsoft Office, SPSS, HTML 5, CSS3, JavaScript, jQuery, Windows, FTP, Adobe Creative Suite, Videography, Motion Graphics, Motion Design, Video Editing, Typography, Type Design, Sculpture, Culinary Skills, Web Design, Front-end Design, Web Content Management, Wordpress, Joomla, Drupal, Traditional Animation, Photography, Visual Communication, User Interface Design, User Experience, Social Media Marketing, Email Marketing, Logo Design, Illustration, Graphics, Layout, Flash

Education
Lyndon State College   2008 — 2012
BA / BA / BA, Graphic Design / Illustration / New Media Studies, 3.73

Lyndon State College   2008 — 2012
Bachelor's degree (3), Digital Media, Graphic Design (Illustration Concentration), Graphic Design (Print Concentration)

Jay Romano Jay Romano Greater Nashville Area Details
Jay Romano's Boston Financial Data Services Experience June 2009 - August 2009
Job MBA Candidate Vanderbilt 2017 | Former Senior Internal Auditor | International Business | Japanese Speaker
Industry International Trade and Development
Experience
State Street  April 2015 - July 2015
State Street  April 2014 - March 2015
State Street  March 2013 - March 2014
State Street Global Markets  October 2011 - March 2013
State Street  August 2010 - September 2011
Boston Financial Data Services   June 2009 - August 2009

Skills
Market Research, Management, Microsoft Excel, Finance, Project Planning, English, Entrepreneurship, Data Analysis, Customer Service, Leadership, Marketing, Internal Audit

Education
Vanderbilt University - Owen Graduate School of Management   2015 — 2017
Master of Business Administration (MBA), Strategy and Finance

Tufts University   2006 — 2010
Bachelor of Arts, Japanese and International Relations

関西外国語大学   2009 — 2009
Japanese

Noble and Greenough School   2002 — 2006
HS Diploma

Darci O'Brien Darci O'Brien Lawrence, Kansas Details
Darci O'Brien's Boston Financial Data Services Experience June 2012 - Present
Job Mutual Funds Representative at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services   June 2012 - Present
Microcenter  April 2010 - June 2012

Skills
Banking, Investments, Finance, Risk Management, Call Centers, Financial Analysis, Microsoft Excel, Customer Service, Securities, Process Improvement

Education
University of Kansas   2011 — 2015
Bachelor's Degree, General Chemistry

Johnson County Community College   2009 — 2011
Associate of Arts (AA), Liberal Arts and Sciences, General Studies and Humanities

Molly Magnuson Molly Magnuson Overland Park, Kansas Details
Molly Magnuson's Boston Financial Data Services Experience October 2010 - January 2013
Job Conversion Payroll Implementation Analyst at Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement  February 2013 - Present
Boston Financial Data Services   October 2010 - January 2013
Powder Blue Productions  2010 - 2012
Bank of Blue Valley  January 2008 - January 2010

Skills
Mutual Funds, Finance, Customer Service, Leadership, Banking, Financial Background, Microsoft Office, Fitness Training, Peer Training, Time Management, Payroll Services, Payroll, ASPPA 1, ASPPA 2, Cash Handling Experience, OmniPlus, 401k, Employee Training, Payroll Analysis, Bookkeeping, Highly detail oriented, Computer Software, Teamwork, Strategic Planning, Social Media, Data Entry, Corporate Communications, Internal Communications, Financial Statements, AWD, TA2000, Concierge Services, Email Clients, Email Encryption, Email Archiving, Spreadsheets, Qualified Retirement..., Non-Qualified Deferred..., Sungard GMI, 457 Plans, 529 Plans, Quality Assurance, Data Reconciliation, Microsoft Excel

Education
MidAmerica Nazarene University   2010 — 2013
Bachelor's, Management and Human Relations; Applied Organizational Leadership

University of Kansas   2010 — 2010

Kansas State University   2008 — 2009

Johnson County Community College

Deborah Doonan Deborah Doonan Quincy, Massachusetts Details
Deborah Doonan's Boston Financial Data Services Experience November 2014 - Present
Job Core Processor
Industry Financial Services
Experience
Boston Financial Data Services   November 2014 - Present
TD Bank  September 1997 - November 2014
Cape Cod Healthcare  January 2005 - May 2008

Skills
Banking, Retail Banking, Credit, Commercial Banking, Consumer Lending, Credit Analysis, Commercial Lending, Lines Of Credit, Cross Selling, Deposits, Cash Management, Portfolio Management, Finance

Education
Massasoit Community College

Plymouth Carver High School

Jennifer Glisson-Patton Jennifer Glisson-Patton Kansas City, Kansas Details
Jennifer Glisson-Patton's Boston Financial Data Services Experience April 2010 - December 2010
Job Anything worth doing is worth over doing
Industry Law Enforcement
Experience
Kansas City Kansas Police Dept   December 2010 - Present
Boston Financial Data Services   April 2010 - December 2010
Best Buy  November 2009 - August 2010
GRUNDFOS  February 2005 - January 2008

Skills
Microsoft Office, Management, Microsoft Word, Microsoft Excel, PowerPoint, Sales, Leadership, Training, Research, Photoshop, English

Education
Johnson County Community College

Missouri Southern State University

Allison Queensborough Allison Queensborough Brockton, Massachusetts Details
Allison Queensborough's Boston Financial Data Services Experience August 2008 - Present
Job Line Manager at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services   August 2008 - Present
Boston Financial Data Services   January 2010 - February 2011
United States Postal Service  December 2003 - August 2004

Skills
Mutual Funds, Process Improvement, Financial Services, Risk Management, Operations Management, Relationship Management, Business Analysis, Change Management, Team Leadership, Call Centers, Customer Service, Management, Investments, Analysis, Banking, Insurance

Education
Massasoit Community College   2013 — 2015
Assoicates in Business Admin, Business Administration and Management, General

Massasoit Community College

Brian Giacomello, RESE Brian Giacomello, RESE Naples, Florida Area Details
Brian Giacomello, RESE's Boston Financial Data Services Experience September 2008 - October 2010
Job Licensed Broker Associate @Lux of Naples
Industry Real Estate
Experience
Lux of Naples   January 2015 - Present
Keller Williams Elite Realty  April 2014 - January 2015
Weichert Realtors On the Gulf  April 2012 - March 2014
Boston Financial Data Services   September 2008 - October 2010
Riverside Wraps and Grill   December 2005 - February 2009
Bank of America  January 2006 - September 2008
Bank of America  May 2002 - January 2006

Skills
Financial Analysis, Auditing, Accounting, Budgets, Financial Reporting, Finance, Banking, Cash Management, Investments, Accounts Payable, Sellers, Condos, Real Estate, Single Family Homes, Relocation, Investment Properties, First Time Home Buyers, Referrals, Sales, Real Estate Transactions, Foreclosures, Short Sales, Residential Homes, Investors

Education
Larson   2014 — 2015
Florida Brokers

Real Estate School Online (Kaplan)   2011 — 2011
Real Estate

Kaplan University   2010 — 2011
Bachelor's Degree, Accounting and Business/Management, 3.59

Kaplan University   2006 — 2008
Associate's Degree, Accounting and Business/Management, 3.67

Veronnica Kelly Veronnica Kelly Kansas City, Missouri Area Details
Veronnica Kelly's Boston Financial Data Services Experience October 2010 - November 2012
Job Seeking new position as an Executive Assistant
Industry Marketing and Advertising
Experience
Red Nova Labs/ storEDGE   May 2015 - Present
Sprint  February 2014 - February 2015
Dale Willey Automotive   April 2013 - October 2013
KC Event Marketing  November 2012 - April 2013
Boston Financial Data Services   October 2010 - November 2012
Beauty Brands  July 2010 - February 2011

Skills
Sales, Customer Service, Leadership, Management, Marketing, Training, Microsoft Office, Team Building, Building Relationships, Creative Problem Solving, Product Marketing, Customer Satisfaction, Event Planning, Account Management, Cold Calling, Team Leadership, Master Scheduling, Project Coordination, Social Networking, New Business Development, Salesforce.com, Google Apps

Education
Wichita State University   2015 — 2016
Bachelor’s Degree, Liberal Arts and Sciences, General Studies and Humanities

Johnson County Community College   2013 — 2014
Associate's Degree, Associates of Art- Liberal Sciences

David Mermelstein David Mermelstein Greater Boston Area Details
David Mermelstein's Boston Financial Data Services Experience September 2006 - August 2007
Job Corporate Technology Associate
Industry Information Technology and Services
Experience
athenahealth  March 2015 - Present
Systems Analysis Serv, Inc.   June 2014 - March 2015
Flat Rate Computer Assistance   November 2009 - June 2014
Right At Home  November 2007 - May 2014
Boston Financial Data Services   September 2006 - August 2007
Rim & Wheel Works, Inc   December 2003 - September 2006

Skills
Organization, Highly detail oriented, Multitasking Skills, Interpersonal..., Problem Solving, Desktop Support, Human Resources, Hiring Personnel, Train New Employees, Disciplinary Action

Education
University of Massachusetts at Amherst - Isenberg School of Management
Bachelor of Business Administration (BBA), Management

Sierra Willenburg Sierra Willenburg Quincy, Massachusetts Details
Sierra Willenburg's Boston Financial Data Services Experience November 2012 - June 2014
Job Experience Designer at DigitasLBi
Industry Design
Experience
DigitasLBi  March 2015 - Present
Boston Globe Media  December 2014 - March 2015
Studio G at Grossman Marketing Group   October 2014 - November 2014
WhatArmy Your web marketing helpdesk.   August 2014 - September 2014
Boston Financial Data Services   November 2012 - June 2014
Upper Valley Life & Kearsarge Magazine   January 2009 - April 2014
Lyndon State College  September 2011 - May 2012
Cookson Publishing   January 2010 - October 2011

Skills
Dreamweaver, QuarkXPress, Illustrator, Fireworks, Photoshop, InDesign, HTML, CSS, JavaScript, Windows, FTP, Mac OS, Pinnacle Studio, Microsoft Office 2007, Flash, Web Design, Basic PHP, Mobile Design, Logo Design, Adobe Acrobat, Mac, Adobe Fireworks, Layout, Adobe Creative Suite, Illustration, Graphic Design, Advertising, HTML 5, Typography, User Experience, User Experience Design, Graphics, Branding

Education
Lyndon State College   2010 — 2012
B.A., New Media - Web Design

Community College of Vermont   2007 — 2009
A.A., Graphic Design

Meaghan Connors Meaghan Connors Greater Boston Area Details
Meaghan Connors's Boston Financial Data Services Experience May 2010 - August 2010
Job Acquisition Marketing Planner at Constant Contact
Industry Marketing and Advertising
Experience
Constant Contact  November 2014 - Present
Constant Contact  February 2014 - November 2014
Constant Contact  May 2012 - February 2014
Avaya  September 2011 - December 2011
Walt Disney Motion Picture Studios   June 2011 - August 2011
Captive Minds Communications   January 2011 - April 2011
Boston Financial Data Services   May 2010 - August 2010
Southwest Area Government   September 2009 - May 2010

Skills
Event Management, Marketing, Marketing Communications, PowerPoint, Research, Event Planning, Social Networking, Facebook, Time Management, Public Relations, Social Media, Newsletters, Sales, Customer Service, Microsoft Excel, Social Media Marketing, Public Speaking

Education
University of Massachusetts at Amherst - Isenberg School of Management   2009 — 2012
B.A., Marketing

CAPA International Education   2011 — 2011
Marketing

Jackson Etienne Jackson Etienne Greater Boston Area Details
Jackson Etienne's Boston Financial Data Services Experience August 2005 - March 2010
Job Account Executive at Wellesley Information Services
Industry Financial Services
Experience
Wellesley Information Services  October 2014 - Present
American Income Life Insurance  September 2011 - July 2012
Boston Financial Data Services   August 2005 - March 2010
SunLife Financial  January 2000 - July 2005

Skills
Outlook, Microsoft Office, Microsoft Excel, PowerPoint, Team Building, Microsoft Word, English, Research, Windows, Photoshop, Teaching, HTML, Process Improvement, Operations Management, Retirement, 401k, Mutual Funds, Financial Services, Life Insurance, Health Insurance, Customer Relations, Team Leadership

Education
University of Massachusetts Boston   1991 — 1994
Bachelor's Degree, Business Administraton

Massachusetts College of Pharmacy and Health Sciences

Daniel Callahan Daniel Callahan Greater Boston Area Details
Daniel Callahan's Boston Financial Data Services Experience February 2010 - December 2010
Job Partner at Acquisto Financial Advisory LLP
Industry Investment Banking
Experience
Acquisto Financial Advisory LLP   December 2012 - Present
Boston World Trading LLC   November 2011 - Present
Vallot & Renard   January 2011 - March 2012
Boston Financial Data Services   February 2010 - December 2010
Molymet   2008 - 2009
Mercer  August 2007 - March 2008

Skills
Spanish, Finance, Public Speaking, Translation, English, French, Investments, Retirement, Team Leadership, Strategic Planning, Budget, Project Management, New Business Development, Entrepreneurship, Strategy, Market Research, Customer Service, Start-ups, Marketing Strategy, Marketing, CRM, Sales, Budgets, Business Planning

Education
KEDGE Business School   2011 — 2011
MBA, Internaitonal Business

Universidad de Belgrano   2009 — 2010
MBA, Strategic Direction

Tulane University - A.B. Freeman School of Business   2009 — 2009
Graduate Certificate, Professional Business Administration

University of Richmond   2003 — 2007
Bachelor of Arts, English and Spanish

Servicios de Programas Universitarios (University of Virginia)   2005 — 2005
Study Abroad, Spanish and Iberian Studies

Bishop Feehan   1999 — 2003

Courtney Meier Courtney Meier Greater Boston Area Details
Courtney Meier's Boston Financial Data Services Experience February 2014 - March 2015
Job Project Administrator
Industry Computer Software
Experience
SICK, Inc.   April 2015 - Present
Boston Financial Data Services   February 2014 - March 2015
The Colbent Corporation  April 2012 - February 2014
Sovereign Bank  October 2011 - November 2011
Lincoln Technical Institute  September 2009 - September 2010
CLP Resources  November 2008 - March 2010
Synova  June 2007 - November 2008
Hoffman Recruiters  February 2007 - August 2007
The Computer Merchant  2006 - 2006

Skills
Customer Service, Recruiting, PowerPoint, Microsoft Excel, Talent Acquisition, Microsoft Office, Technical Recruiting, Applicant Tracking..., Interviews, Microsoft Word, Staffing Services, Human Resources, Sourcing, Internet Recruiting

Education
Merrimack College   2004 — 2006
BA

Christopher Hervieux Christopher Hervieux Boston, Massachusetts Details
Christopher Hervieux's Boston Financial Data Services Experience November 2009 - September 2011
Job Manager of Client Services at Enquiron
Industry Management Consulting
Experience
Enquiron  August 2014 - Present
Upromise  September 2011 - August 2014
Boston Financial Data Services   November 2009 - September 2011
Boston Financial Data Services   October 2007 - October 2009
Boston Financial Data Services   August 2006 - October 2007
Boston Financial Data Services   May 2005 - October 2005
Boston Financial Data Services   August 2004 - April 2005

Skills
Call Center, Relationship Management, 10 Key, Customer Service, Financial Services, Vendor Management, Customer Satisfaction, Customer Experience, Call Centers, Process Improvement, Coaching, Customer Retention, Finance, Outsourcing, Business Analysis, CRM, Leadership, Management, Project Management

Education
Johnson and Wales University   1998 — 2003
B.S, Business Management

La Salle Academy

Anthony Ristaino Anthony Ristaino Greater Boston Area Details
Anthony Ristaino's Boston Financial Data Services Experience January 2006 - January 2008
Job Reporting & Development Analyst at Commonwealth of Massachusetts
Industry Information Technology and Services
Experience
Commonwealth of Massachusetts  August 2014 - Present
Integra Network Services   April 2014 - August 2014
Vantage Deluxe World Travel  May 2010 - September 2012
State Street  March 2008 - September 2008
Boston Financial Data Services   January 2006 - January 2008
Computershare  2002 - 2004

Skills
Customer Service, Process Improvement, Call Centers, Team Leadership, Customer Satisfaction, Training, Microsoft Excel, Business Analysis, Data Analysis, Analytics, Microsoft Word, Call Center, Leadership, Management, Microsoft Office, Team Building, Coaching, CRM, Salesforce.com, Sales, Analysis, Forecasting, Time Management

Education
ITT Technical Institute-Norwood   2013 — 2016
Bachelor of Science (B.S.), Computer Systems Networking and Telecommunications, 4.0

New England College of Business and Finance   2006 — 2006

Westwood High School   1997 — 2001
Diploma, GE

Rebecca (Hollis) DeWolfe Rebecca (Hollis) DeWolfe Marshfield, Massachusetts Details
Rebecca (Hollis) DeWolfe's Boston Financial Data Services Experience October 2008 - Present
Job Senior Customer Support Rep at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services   October 2008 - Present

Skills
Call Centers, Software Documentation, Process Improvement, Outlook, Troubleshooting, Microsoft Excel, Microsoft Word, Testing, Team Management, SharePoint, Customer Service, Team Building, Coaching

Education
Massasoit Community College   2003 — 2006
Associate of Science (AS), Liberal Arts and Sciences/Liberal Studies, 3.2

Bethany Boivin Bethany Boivin Thomaston, Maine Details
Bethany Boivin's Boston Financial Data Services Experience November 2013 - February 2015
Job HR Coordinator/ Home Care Coordinator
Industry Hospital & Health Care
Experience
ASK ...for Home Care   August 2015 - Present
ASK... for Home Care   August 2014 - Present
Boston Financial Data Services   November 2013 - February 2015
MAS Home Care of Maine   September 2013 - November 2013
Schooner Timberwind Cruises   December 2008 - October 2013
Monhegan Boat Line   November 2012 - May 2013
Spectrum Generations - Bridges Division   September 2011 - January 2013
Mid-Coast EMS now known as Atlantic Partners EMS   September 2006 - December 2008
Mid-Coast Mental Health Services   August 2005 - June 2006
Lucette Boarding Home   July 2005 - August 2005

Skills
Payroll, Training, Telephone Skills, Customer Service, Hospitality Industry, Microsoft Office, Microsoft Excel, Budgets, Microsoft Word, Social Media, PowerPoint, Revenue Analysis, Tourism, Emergency Medicine, Disaster Response, Firefighting, Residential Care, Crisis Management, Crisis Intervention, QuickBooks, Learning Quickly, Superior Work Ethic, Medical Ethics, Adaptability, Sage Business Works, Photoshop, Dreamweaver, Accounting, Microsoft Publisher, Data Entry, Word Processing, Spreadsheets, Medical Billing, Property Management, Highly Organized &..., Exceptional People..., Kindness, Spirituality, Hospice, Accounts Payable, Accounts Receivable, Social Networking, Facebook, Bookkeeping, Recruiting, Healthcare, Office Management, Hiring, Office Administration, Expenses

Education
University of Phoenix   2011 — 2012
Bachelor of Applied Science (B.A.Sc.), Mental and Social Health Services and Allied Professions, 3.96

Kennebec Valley Community College   2010 — 2011
Associate of Science (A.S.), Mental and Social Health Services and Allied Professions, 3.96 Graduated with High Honors

Kennebec Valley Community College   2006 — 2007
Associate of Arts and Sciences (AAS) in Mental Health and Human Services, Emergency Medical Technician - Intermediate, 4.0

University of Maine at Augusta   1994 — 2005
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies, 3.2

Southern Maine Community College   2004 — 2004
Basic Emt Certification, Emergency Care Attendant (EMT Ambulance), 4.0

Mid-Coast School of Technology   2000 — 2000
Certified Nurses Assistant, Certified Nurses Assistant, 3.75

Husson College   1992 — 1992
Business Law Course, Business Law, 3.0

Rockland District High School, Rockland, ME   1987 — 1990
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program, 3.0

North Haven Community School, North Haven, ME   1977 — 1987
Elementary Education - 9th Grade

Brian Beall Brian Beall Kansas City, Missouri Area Details
Brian Beall's Boston Financial Data Services Experience October 2010 - August 2012
Job Inside Sales @ Spring Venture Group
Industry Insurance
Experience
Spring Venture Group  June 2015 - Present
GTM Sportswear  October 2013 - May 2015
Boston Financial Data Services   October 2010 - August 2012

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Retail, Customer Service, Sales, Insurance

Education
Kansas State University   2012 — 2015
Bachelor of Business Administration (BBA), Business Administration and Management, General

Glen Riley Glen Riley Greater Boston Area Details
Glen Riley's Boston Financial Data Services Experience November 2000 - November 2005
Job South Shore Operations Manager at Blue Cross Blue Shield
Industry Facilities Services
Experience
Blue Cross Blue Shield  May 2005 - Present
Boston Financial Data Services   November 2000 - November 2005

Skills
Building Maintenance, Project Management, Construction Management, HVAC, Facilities Management, Contract Management, Vendor Management, Contract Negotiation, Operations Management, Project Planning, Process Scheduler, Budgets, Team Building, Strategic Planning, Process Improvement, Purchasing, Move Management, Procurement, Negotiation, Customer Service, Facilities Operations, Building Management, Security Management, Change Management, Landscaping, Preventive Maintenance, Property Management, Leadership, Security, Strategy, Management, Real Estate, Risk Management, Program Management, Construction, Team Leadership, Account Management, Training, Corporate Real Estate, Customer Satisfaction, Cross-functional Team..., Coaching, Energy Management

Education
Wentworth Institute of Technology   1991 — 1994
B.S., Facilities Management and Planning

Massasoit Community College   1991 — 1992
A.S, Applied Sciences in HVAC

Kevin Cherry Kevin Cherry Greater Boston Area Details
Kevin Cherry's Boston Financial Data Services Experience January 2002 - Present
Job Retirement Plans Senior Account Manager
Industry Financial Services
Experience
Boston Financial Data Services   January 2002 - Present
Trustar Retirement Services  December 1999 - December 2001
Datatrend Technologies  September 1999 - December 1999
Putnam Investments  October 1997 - September 1999

Skills
401k

Education
Massachusetts College of Liberal Arts   1991 — 1995
Bachelor of Arts, Sociology

Martha Sabin Martha Sabin Kansas City, Missouri Area Details
Martha Sabin's Boston Financial Data Services Experience November 1997 - March 2011
Job Product Manager & Industry consultant
Industry Financial Services
Experience
Argus Health Systems  March 2011 - Present
Boston Financial Data Services   November 1997 - March 2011
DST Systems  1988 - October 1997

Skills
Customer Relations,..., Product Management, Project Management, Business Analysis, Process Improvement

Education
Louisiana State University and Agricultural and Mechanical College   1976 — 1979
Finance and Financial Management Services

Southern Methodist University   1975 — 1976

Sindi Terrien Sindi Terrien Providence, Rhode Island Area Details
Sindi Terrien's Boston Financial Data Services Experience August 2001 - September 2004
Job System Support Specialist Knowledge Management at Baker Hughes
Industry Information Technology and Services
Experience
Baker Hughes  November 2011 - May 2015
ProCure  January 2010 - September 2011
Blue Cross Blue Shield of Rhode Island  April 2008 - January 2010
Blue Cross & Blue Shield of RI  2007 - 2009
Bridge Technical Solutions  May 2007 - April 2008
Care New England  July 2005 - April 2007
Care New England  September 2004 - July 2005
Boston Financial Data Services   August 2001 - September 2004

Skills
Project Management,..., SharePoint..., Microsoft Project

Education
BOSTON UNIVERSITY CORPORATE EDUCATION CENTER

Johnson & Wales University
Bachelors, Business Management and Administration

Ethel McDonnell Ethel McDonnell Greater Boston Area Details
Ethel McDonnell's Boston Financial Data Services Experience May 2014 - Present
Job Business Acceptance Consultant at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services   May 2014 - Present
Boston Financial Data Services   October 2011 - May 2014
Boston Financial Data Services   September 2008 - May 2014
Boston Financial Data Services   July 2007 - September 2008
Boston Financial Data Services   January 2007 - July 2007
Boston Financial Data Services   May 2005 - January 2007
Fidelity Investments  2000 - 2005
Fidelity Investments  1997 - 2000

Skills
Management, Leadership, Training, Cross-functional Team..., Customer Service, Customer Satisfaction, Series 63, Budgets, Mutual Funds, Financial Services, Relationship Management, 401k, Project Management, Retirement, Process Improvement, CRM

Education
Massachusetts Bay Community College   1994 — 1997
Associate's degree, Liberal Arts and Sciences/Liberal Studies

Brenda Goodson Brenda Goodson Brockton, Massachusetts Details
Brenda Goodson's Boston Financial Data Services Experience July 1996 - September 1997
Job Human Resource Assistant at Brockton VA Hospital
Industry Accounting
Experience
Brockton VA Hospital   February 2012 - Present
Bank of America  September 2011 - March 2012
H&R Block  January 2010 - May 2010
Eagle Express Delivery   August 2003 - November 2004
Liberty Tax Service  January 2003 - May 2003
Olsten Staffing  August 2000 - April 2001
Brinks, Inc  July 1997 - May 1999
Boston Financial Data Services   July 1996 - September 1997

Skills
Accounts Receivable, Accounts Payable, Data Entry, Microsoft Office 2007, Customer Service, Reception, Billing, Collections, Cashiering, Financial Statements, Human Resources

Education
Bridgewater State University   2011 — 2013
Bachelor of Arts (B.A.), Sociology/Anthropology

Massasoit Community College   2009 — 2011
Associates, Liberal Arts Transfer

Brockton High School   1983 — 1987
GED, General

Marianne Alberigi Marianne Alberigi Greater Boston Area Details
Marianne Alberigi's Boston Financial Data Services Experience April 2001 - May 2005
Job Career Executive Assistant/Entrepreneur
Industry Executive Office
Experience
Cambridge Advisors to Family Enterprise  March 2014 - May 2015
Dartmouth College  September 2012 - October 2013
Tsoi/Kobus & Associates   December 2011 - June 2012
Anna Jaques Hospital  March 2010 - December 2011
Red Tree   May 2006 - October 2008
Boston Financial Data Services   April 2001 - May 2005
Scudder Investments  March 1990 - January 1996

Skills
Executive Support, Executive Calendar..., Travel Management, Corporate Communications, Research, Marketing, Event Planning, Public Relations, Budgets, Newsletters, Management, Interior Design, Human Resources, Home Staging, Organization Skills

Education
University of Massachusetts at Amherst - Isenberg School of Management   1981 — 1985
BBA, Business Management

Kathleen Tuschhoff Kathleen Tuschhoff Leawood, Kansas Details
Kathleen Tuschhoff's Boston Financial Data Services Experience 1987 - 1994
Job Sales Agent at ReeceNichols Real Estate
Industry Real Estate
Experience
ReeceNichols Real Estate  August 2014 - Present
DST Systems, Inc  February 1995 - February 2012
Boston Financial Data Services   1987 - 1994

Skills
Syncsort, Fileaid, Mainframe, ISPF, Capacity Planning, TSO, COBOL, IBM Utilities, VSAM, Business Analysis, CICS, DB2, JCL, Disaster Recovery, Data Center

Education
University of Phoenix, Online   2003 — 2004

Massasoit Community College   1983 — 1986
Associate of Arts and Sciences (AAS), Computer Programming

Helen Mcneil Helen Mcneil Greater Boston Area Details
Helen Mcneil's Boston Financial Data Services Experience 1998 - Present
Job Training Coordinator at Boston Financial Data Services
Industry Financial Services
Experience
boston Financial Data Services   1998 - Present
Semline Inc   1971 - 1982

Skills
Employee Relations, Talent Management, PeopleSoft, Relationship Management, Performance Management, Training, Succession Planning, Analysis, Instructional Design, Interpersonal..., Connerstone On Demand

Education
Massasoit Community College

Kevin Kilbride Kevin Kilbride Rockland, Maine Details
Kevin Kilbride's Boston Financial Data Services Experience May 2008 - November 2011
Job Business Readiness Relationship Manager at DST Retirement Solutions
Industry Financial Services
Experience
DST Retirement Solutions  August 2011 - Present
Boston Financial Data Services   May 2008 - November 2011
Boston Financial Data Services   January 2003 - May 2008
State Street Research  August 2000 - December 2002

Skills
Financial Services, Mutual Funds, Risk Management, Business Analysis, Process Improvement, 401k, CRM, Retirement, Vendor Management, Relationship Management, Business Requirements, Investments, Microsoft Excel, Visio

Education
Massachusetts College of Liberal Arts   1995 — 2000

Randall Torres Randall Torres Kansas City, Missouri Area Details
Randall Torres's Boston Financial Data Services Experience June 1990 - October 2005
Job CMO at Retired
Industry Financial Services
Experience
Retired  January 2015 - Present
Boston Financial  October 2009 - Present
IFDS Luxembourg   November 2005 - October 2009
Boston Financial Data Services   June 1990 - October 2005

Skills
Mutual Funds, Process Improvement, Equities, Relationship Management, Operations Management, Vendor Management, Financial Services, Back Office, Investments, Asset Managment, Leadership, Program Management, Asset Management, Securities, Team Leadership, Hedge Funds, CRM, Fixed Income, Fund Administration, Team Building, Customer Service, Business Process..., Management, Banking, Business Analysis, Risk Management, Change Management, SDLC, Fund Accounting, Project Management

Education
Massachusetts Institute of Technology   1986 — 1990

Donna Maiuri Donna Maiuri Greater Boston Area Details
Donna Maiuri's Boston Financial Data Services Experience July 2007 - April 2008
Job VP Business Resource Executive at The Community Bank
Industry Banking
Experience
The Community Bank  April 2008 - Present
Boston Financial Data Services   July 2007 - April 2008
Sovereign Bank  October 2004 - May 2007

Education
Johnson & Wales University

Tena Komarek Tena Komarek Kansas City, Missouri Area Details
Tena Komarek's Boston Financial Data Services Experience May 2007 - September 2011
Job Software Support Analyst
Industry Information Technology and Services
Experience
Boston Financial Data Services   May 2007 - September 2011
Cerner Corporation  July 2005 - May 2007
Cerner Corporation  August 2003 - July 2005
Alltel  September 1997 - August 2003

Skills
Analysis, Documentation, SQL, Problem Solving, Administration, Systems Analysis, Customer Relations, Troubleshooting, Customer Service, HTML, Microsoft Office, Software Documentation, System Administration, SharePoint, Visio, Business Analysis, Technical Support

Education
Kansas State University   1998 — 2001
Associate of Science (A.S.)

Kansas State University   1995 — 1998
Associate of Science (A.S.)

Salina Central   1991 — 1995
High School Diploma

Brenda Pudenz Brenda Pudenz Lawrence, Kansas Area Details
Brenda Pudenz's Boston Financial Data Services Experience June 2000 - April 2006
Job Voice Engineer at DST Systems
Industry Telecommunications
Experience
DST Systems  April 2006 - Present
VeMMA  September 2007 - Present
Boston Financial Data Services   June 2000 - April 2006
Lee Mathews  November 1998 - June 2000
Mercantile Bank  May 1998 - November 1998
Walgreens Drug Stores  February 1992 - May 1998

Skills
Call Center, Leadership, Customer Service, Avaya, Training, Call Centers, Project Management, Sales, Project Planning, Sales Management, Team Building, Team Leadership, Process Improvement, Customer Satisfaction

Education
Keller Graduate School of Management of DeVry University   2001 — 2004
MBA, Business Administration and Management, Emphasis in Human Resources

Peru State College   1988 — 1992
Bachelor's degree, Business Administration and Management, Emphasis in Sales Management

Kelly (Clasby) McGurn Kelly (Clasby) McGurn Greater Boston Area Details
Kelly (Clasby) McGurn's Boston Financial Data Services Experience 2007 - 2008
Job Commercial Effectiveness Manager, Instructional Design at Cubist Pharmaceuticals
Industry Pharmaceuticals
Experience
Cubist Pharmaceuticals  October 2014 - Present
Shire  October 2014 - October 2014
Shire Pharmaceuticals  July 2011 - October 2014
Informa Training Partners  2008 - July 2011
Boston Financial Data Services   2007 - 2008
Columbia Management  February 1997 - October 2000
Columbia Management  October 1993 - October 1997
Liberty Financial  1992 - 1993

Skills
Training, Pharmaceutical Industry, Project Management, Recruiting, Human Resources, Employee Benefits, Budgets, Product Launch, Selling Skills, Employee Training, Biotechnology, Sales Effectiveness, Pharmaceutical Sales, Cardiology, Cross-functional Team..., Sales, Management

Education
Western Governors University   2014 — 2016
Bachelor's degree, Business, Management, Marketing, and Related Support Services

Massasoit Community College   1990 — 1992
Associates, Travel & Tourism

Daniel Assegid Mengiste Daniel Assegid Mengiste Atlanta, Georgia Details
Daniel Assegid Mengiste's Boston Financial Data Services Experience July 1998 - January 1999
Job Account Manager at Equinoxe Alternative Investment Services
Industry Investment Management
Experience
Equinoxe Alternative Investment Services  December 2013 - Present
Dawit Accounting and Tax   June 2008 - Present
SunTrust Bank  December 2003 - November 2007
State Street  February 1999 - August 2003
Boston Financial Data Services   July 1998 - January 1999

Skills
Access, Accounting, Account Reconciliation, General Ledger, Accounts Payable, Accounts Receivable, QuickBooks, Auditing, Variance Analysis, Financial Statements, Payroll, Journal Entries, Microsoft Excel, Bank Reconciliation, Analysis, US GAAP, Banking, PowerPoint, Financial Reporting, Process Improvement, Investments, Human Resources

Education
Keller Graduate School of Management of DeVry University   2006 — 2009
Master's, Accounting and Financial Management

Keller Graduate School of Management of DeVry University   2006 — 2008
Graduate Certificate, Financial Analysis

University of Massachusetts Boston   1995 — 1998
Bachelor's, Finance

Shawn Nairn Shawn Nairn Lawrence, Kansas Area Details
Shawn Nairn's Boston Financial Data Services Experience 2004 - 2006
Job Currently seeking new employment in the IT field.
Industry Information Technology and Services
Experience
Document Products Inc.   June 2013 - March 2014
Fundamental Technologies   June 2007 - January 2013
Paris Brothers, Inc.   January 2007 - May 2007
Boston Financial Data Services   2004 - 2006
AllofE Solutions  January 2004 - August 2004
Athenix Solutions   August 1999 - April 2001

Skills
Customer Service, Firewalls, Microsoft Exchange, Troubleshooting, Web Development, Windows Server, Windows XP, Microsoft Office, JavaScript, Networking, Strategic Planning

Education
Johnson County Community College   2008 — 2010
Computer Information Systems, Computer programming

Craig Cozart Craig Cozart Kansas City, Missouri Area Details
Craig Cozart's Boston Financial Data Services Experience October 2013 - Present
Job Software Engineer at Boston Financial Data Services
Industry Computer Software
Experience
Boston Financial Data Services   October 2013 - Present
DST Systems, Inc.   2000 - Present
Raytheon  1999 - 2001

Skills
Agile Methodologies, Business Analysis, Business Process..., CSS, DB2, Databases, Fileaid, HTML, Java, JavaScript, Process Improvement, Project Management, Requirements Analysis, Requirements Gathering, SDLC, SQL, Software Development, Software Documentation, Software Project..., Strategic Planning, Vendor Management, Visio, Web Development, Web Services, XML

Education
Wichita State University   1996 — 1999
B.S., Computer Science

Kansas State University   1987 — 1992
B.S., Kinesiology

Tamisha Civil Tamisha Civil Greater Boston Area Details
Tamisha Civil's Boston Financial Data Services Experience January 2005 - February 2006
Job Victims Witness Advocate at Suffolk County District Attorney
Industry Legal Services
Experience
Suffolk County District Attorney  September 2014 - Present
Mercer Human Resource Consulting  February 2006 - July 2014
Boston Financial Data Services   January 2005 - February 2006
State Street  July 2003 - October 2004

Skills
Customer Service, 401k, Financial Services, Accounting, Fluent in Haitian Creole, Microsoft Office, Client Relations Skills, Microsoft Office 2007, Real Estate, Leadership, Criminal Justice, Victim Services, Victims Of Crime, Abuse Prevention, Child Abuse Prevention, Child Advocacy, Notary Public

Education
Northeastern University   2009 — 2011
Masters, Criminal Justice, leadership

Johnson and Wales University   1999 — 2003
Bachelor of Science, Marketing

Dover Sherborn Regional HS   1995 — 1999
Diploma

Saly Am Saly Am Greater Boston Area Details
Saly Am's Boston Financial Data Services Experience August 2007 - January 2009
Job Investment Data Supervisor at BNY Mellon
Industry Investment Management
Experience
BNY Mellon  October 2013 - Present
BNY Mellon  November 2012 - September 2013
BNY Mellon  February 2009 - October 2012
Boston Financial Data Services   August 2007 - January 2009

Skills
Account Reconciliation, Analysis, Project Management, MS Project, Eagle PACE, Toad, Data Management, Supervisory Skills, Financial Analysis, Financial Reporting, Management, Banking, Data Analysis, Auditing, Process Improvement, Asset Management, Operations Management, Bloomberg, Corporate Actions, Access, Training, Accounting

Education
Simmons School of Management   2009 — 2012
Masters of Business Adminstration, Business Administration and Management, General

Lesley University   2003 — 2007
Bachelors, Management, Marketing, Computer Tech

Rhonda Healey Rhonda Healey Greater Boston Area Details
Rhonda Healey's Boston Financial Data Services Experience 2000 - Present
Job Client Relation Senior Advisor at Boston Financial Data Services
Industry Banking
Experience
Boston Financial Data Services   2000 - Present
Boston Financial Data Services   February 1976 - Present
Boston Financial Data Services   February 1976 - Present

Skills
Mutual Funds, Risk Management, Financial Services, Relationship Management, Asset Managment, Investments, Process Improvement, Team Leadership, Portfolio Management, SDLC, Vendor Management, Alternative Investments, Team Management, Asset Management, Project Management, Securities, Business Analysis, Analysis, Business Process..., Call Centers, Banking, Requirements Gathering, Business Requirements, Series 7

Education
Northeastern University
BS, Business Management

Massasoit Community College   1973 — 1975
Associates Degree, Business Management

Kymari Graham Kymari Graham Greater Boston Area Details
Kymari Graham's Boston Financial Data Services Experience April 2000 - May 2001
Job Benefits Consultant at Samsonite
Industry Consumer Services
Experience
The TJX Companies, Inc.   February 2013 - November 2014
Samsonite  August 2010 - January 2013
ING Bank  November 2009 - January 2010
Cambridge Advisory Group  October 2006 - December 2008
Fidelity Investments  November 2003 - October 2006
Blue Cross & Blue Shield of MA   November 2001 - January 2002
Boston Financial Data Services   April 2000 - May 2001
Boston Financial Data Services   January 2000 - March 2000
Nynex Telephone Company   September 1993 - September 1997

Skills
Microsoft Excel, Microsoft Office, SQL, ADP Payroll, SAP, PowerPoint, Outlook, Lotus Notes, Access, ProVal, Vlookup

Education
Johnson & Wales University   1996 — 1999
Paralegal Studies, Accounting

Beenshoomy Louis Beenshoomy Louis Greater Boston Area Details
Beenshoomy Louis's Boston Financial Data Services Experience December 2012 - Present
Job PC Network Specialist II at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services   December 2012 - Present
Boston Financial Data Services   November 2010 - December 2012
Boston Financial Data Services   March 2006 - November 2010
Strawberries Music and Video (FYE)   April 2003 - February 2006

Skills
Vendor Management, Call Centers, Financial Services, Business Analysis, Process Improvement, Call Center, Visio, Software Documentation, Requirements Gathering, Website Development, JavaScript, PHP Frameworks, Computer Hardware, Hardware Diagnostics, Computer Hardware..., IT Hardware Support, Software Installation, Software Development, System Administration, Operating Systems, Remote Desktop, Linux, Linux System..., Computer Network..., Customer Service, Mutual Funds

Education
Benjamin Franklin Institute of Technology   2001 — 2003
Computer Engineering

Massasoit Community College   1999 — 2001
Computer Science

Joseph Morrissey, CPA Joseph Morrissey, CPA Greater Boston Area Details
Joseph Morrissey, CPA's Boston Financial Data Services Experience January 2012 - August 2014
Job MBA Candidate at the Isenberg School of Management, UMass Amherst
Industry Accounting
Experience
Isenberg School of Management, UMass Amherst  August 2014 - Present
Boston Financial Data Services   January 2012 - August 2014
Boston Financial Data Services   January 2010 - January 2012
KPMG  September 2008 - September 2009

Skills
Internal Controls, Auditing, Internal Audit, CPA, Microsoft Excel, Financial Accounting, Accounting, Financial Analysis, Process Improvement

Education
Isenberg School of Management, UMass Amherst   2014 — 2016
Master of Business Administration (M.B.A.)

Isenberg School of Management, UMass Amherst   2008 — 2009
MSA, Accounting

Isenberg School of Management, UMass Amherst   2004 — 2008
BBA, Accounting

Bob Skuncik Bob Skuncik New York, New York Details
Bob Skuncik's Boston Financial Data Services Experience May 2012 - August 2012
Job Relationship Banker at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co.   January 2015 - Present
Santander Bank, N.A.   April 2014 - December 2014
Santander Bank, N.A.   October 2012 - April 2014
Boston Financial Data Services   May 2012 - August 2012
Boston Financial Data Services   June 2010 - August 2010

Skills
Customer Service, Microsoft Office, Sales, Financial Services, Finance, Investments, Loans, Portfolio Management, Retail, Access, Financial Modeling, Financial Analysis

Education
University of Massachusetts at Amherst - Isenberg School of Management   2008 — 2012
Bachelor of Business Administration, Finance Track; Corporate Finance

University of Massachusetts, Amherst   2008 — 2012
Bachelor's degree, Finance

Anna Hervieux Anna Hervieux Boston, Massachusetts Details
Anna Hervieux's Boston Financial Data Services Experience January 2014 - July 2014
Job Payroll Administrator at Feeney Brothers Excavation LLC
Industry Financial Services
Experience
Feeney Brothers Excavation, LLC  March 2015 - Present
Bain & Company  July 2014 - February 2015
Boston Financial Data Services   January 2014 - July 2014
Boston Financial Data Services   January 2011 - January 2014
Boston Financial Data Services   August 2008 - December 2010
Boston Financial Data Services   March 2007 - August 2008
Boston Financial Data Services   January 2006 - March 2007
Boston Firefighters Credit Union   June 2004 - December 2005

Skills
Payroll, Financial Services, Call Centers, Client Services, Banking, Customer Service, Mutual Funds, ADP Payroll, Microsoft Office, Microsoft Excel, Microsoft Word, Workday

Education
University of Massachusetts - Dartmouth   2003 — 2005
Bachelor Of Science, Marketing

Massachusetts College of Liberal Arts   2001 — 2002

Morgan Laidlaw Morgan Laidlaw Camden, Maine Details
Morgan Laidlaw's Boston Financial Data Services Experience April 2012 - May 2014
Job Removes the headache of owning a small business. (207) 9494354 AVP, Payroll Development Officer II, Bangor Savings Bank
Industry Banking
Experience
Bangor Savings Bank  May 2012 - Present
Boston Financial Data Services   April 2012 - May 2014
Bank of America  January 1996 - March 2006

Skills
Banking, Loans, Credit, Mortgage Lending, Retail Banking, Credit Analysis, Commercial Banking, Risk Management, Credit Risk, Financial Analysis, Commercial Lending, Portfolio Management, Management, Credit Cards, Finance, Mutual Funds, Consumer Lending, Customer Service

Education
Johnson State College   1991 — 1995
BA, Business

Messalonskee High School

Matthew Kenneally Matthew Kenneally Greater Boston Area Details
Matthew Kenneally's Boston Financial Data Services Experience October 1983 - September 2001
Job Project Manager at CBRE Global Corporate Services
Industry Real Estate
Experience
CBRE Global Corporate Services  February 2006 - Present
The Dartmouth Group  September 2004 - February 2006
The Niles Company  August 2002 - September 2004
Boston Financial Data Services   October 1983 - September 2001

Skills
Real Estate Development

Education
Massasoit Community College

Northeastern University

Timothy Abreu Timothy Abreu Greater Boston Area Details
Timothy Abreu's Boston Financial Data Services Experience December 2013 - December 2014
Job Accounting manager at ABRY Partners
Industry Accounting
Experience
ABRY Partners  December 2014 - Present
Boston Financial Data Services   December 2013 - December 2014
Boston Financial Data Services   April 2012 - November 2013
PricewaterhouseCoopers  September 2006 - March 2012

Skills
Financial Reporting, Accounting, US GAAP, Fund Accounting, Financial Analysis, Private Equity, Corporate Finance, Expense Budget..., Cost Reporting, Ad Hoc Reporting, Annual Reports, Reporting & Analysis, Operations Management

Education
Isenberg School of Management, UMass Amherst   2006 — 2007
MSA, Accounting

Dana Lutt Dana Lutt Greater Boston Area Details
Dana Lutt's Boston Financial Data Services Experience January 2001 - January 2003
Job Senior Implementation Manager at Upromise Investments, Inc
Industry Financial Services
Experience
Upromise Investments, Inc  March 2012 - Present
Upromise Investments, Inc  September 2007 - March 2012
DST Output  January 2005 - September 2007
DST Output  January 2003 - January 2005
Boston Financial Data Services   January 2001 - January 2003
Boston Financial Data Services   January 2000 - January 2001
Boston Financial Data Services   May 1999 - January 2000

Education
Massasoit Community College   2004 — 2010
A.S., Computer Information Systems

University of Massachusetts Lowell
B.S., Information Technology

Pepperdine University

Pepperdine University

Jen Masiello Jen Masiello Greater Boston Area Details
Jen Masiello's Boston Financial Data Services Experience March 2006 - June 2010
Job Sales Administrator at Masy Systems, Inc.
Industry Biotechnology
Experience
Masy Systems, Inc.   November 2010 - Present
Boston Financial Data Services   March 2006 - June 2010
Computershare  September 2002 - February 2006

Education
Massasoit Community College

David Saulters David Saulters Greater Boston Area Details
David Saulters's Boston Financial Data Services Experience February 1998 - August 1999
Job Head Teller at South Shore Savings Bank
Industry Banking
Experience
Santander Bank, N.A.   February 2013 - April 2014
South Shore Savings Bank  November 2006 - February 2013
State Street Corporation  August 1999 - October 2006
Boston Financial Data Services   February 1998 - August 1999

Skills
Banking, Excel, Word, Customer Service

Education
Massasoit Community College   2010 — 2011

University of Massachusetts Boston

Todd Kern Todd Kern Kansas City, Missouri Area Details
Todd Kern's Boston Financial Data Services Experience August 2007 - Present
Job Workflow Analyst at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services   August 2007 - Present
International Fund Services (Ireland) Ltd, A State Street Company   February 2007 - July 2007
Boston Financial Data Services   June 2004 - January 2007
Farmers Insurance  May 2002 - May 2004
State Street Bank  January 1999 - January 2002
Austin Legal Services   January 1996 - January 1999
Delaware Group   January 1994 - January 1996
Zurich KemperManaged Mutual Fund   January 1992 - January 1994

Skills
Excel, Customer Service, Word, Customer Relations, Research, Avaya Call Management..., Microsoft Power Point, Customer Restoration..., Multi-Currency Horizon, IEX Total View system, Microsoft Access, AWD, Microsoft Project, HTML, SQL, TA2000, Access

Education
Kansas State University   1990 — 1992
Bachelors of Science, Psychology

Johnson County Community College   1988 — 1990
Assoicates, General Sciences

Debra J Smith Debra J Smith East Weymouth, Massachusetts Details
Debra J Smith's Boston Financial Data Services Experience August 1985 - July 1990
Job HR Analyst at Weymouth Public Schools
Industry Primary/Secondary Education
Experience
Weymouth Public Schools  September 2006 - Present
American Communications Systems   January 1996 - January 2006
Boston Financial Data Services   August 1985 - July 1990

Skills
Administrative..., Microsoft Office, PowerPoint, Microsoft Word, Outlook, Microsoft Excel, Data Entry, Event Planning, Customer Service, Office Management, Research, Editing, Teamwork, Social Media, Human Resources, Administrative...

Education
Massasoit Community College   2011 — 2014
Associates, Computer Science User Support

Karen Fraser kfraser06@msn.com Karen Fraser kfraser06@msn.com Greater Boston Area Details
Karen Fraser kfraser06@msn.com's Boston Financial Data Services Experience 2007 - 2011
Job Financial Services Professional
Industry Financial Services
Experience
Boston Financial Data Services   2007 - 2011
Boston Financial Data Services   2003 - 2007
Boston Financial Data Services   2001 - 2003

Education
Massasoit Community College   1982 — 1984
Associates

Mary Waters Mary Waters Spartanburg, South Carolina Details
Mary Waters's Boston Financial Data Services Experience September 1993 - March 2010
Job Actively seeking new opportunites at contract
Industry Information Technology and Services
Experience
N/A  September 2012 - Present
Boston Financial Data Services   September 1993 - March 2010
Boston Financial Data Services   September 1993 - March 2010
Boston Financial Data Services   January 2000 - January 2004
Boston Financial Data Services   January 1996 - January 2000
Boston Financial Data Services   January 1993 - January 1996

Skills
Active Directory, Operating Systems, Microsoft Exchange, DNS, Troubleshooting, VMware ESX, DHCP, Microsoft SQL Server, SCCM, Security, Group Policy, Hardware, IIS, SQL, System Deployment

Education
Massasoit Community College

Bruce Thornton Bruce Thornton Washington, Maine Details
Bruce Thornton's Boston Financial Data Services Experience June 2013 - Present
Job US Postal Service
Industry Investment Management
Experience
Boston Financial Data Services   June 2013 - Present
Shapiro & Morley, LLC   November 2012 - Present

Skills
Consumer Lending, Retail Banking, Small Business Lending, Branch Banking, Branch Management, Loans, Deposits, Banking, Commercial Banking, Banking Operations, Commercial Lending, Cross Selling, Lines Of Credit, Credit

Education
Johnson and Wales University   1977 — 1979
Associate of Science (A.S.), Tourism and Travel Services Management

Tifffaney Meyer Tifffaney Meyer Lawrence, Kansas Details
Tifffaney Meyer's Boston Financial Data Services Experience October 2009 - August 2012
Job Mutual Fund Rep at Boston Financial Data Services
Industry Financial Services
Experience
TRI COUNTY ROD & GUN CLUB   January 2009 - Present
Boston Financial Data Services   October 2009 - August 2012
Boston Financial Data Services   October 2009 - August 2012
HABITAT FOR HUMANITY  June 2009 - November 2010
TIFFANEY MEYER HOME DAYCARE   April 2006 - July 2009
NATURES WAY NOW   January 2003 - June 2003
NCS-Pearson  August 2000 - April 2001

Education
Johnson County Community College   2009 — 2010
Associates of Applied Science Degree, Business Administration; Biology and General Curriculum

Donna Maiuri Donna Maiuri Plymouth, Massachusetts Details
Donna Maiuri's Boston Financial Data Services Experience April 2009 - Present
Job Dialer Manager at EOS CCA
Industry Staffing and Recruiting
Experience
EOS CCA  May 2013 - Present
Boston Financial Data Services   April 2009 - Present
The Community Bank  April 2008 - March 2009
Boston Financial Data Services   July 2007 - April 2008

Skills
Email Marketing, Call Centers, Business Analysis, Commercial Banking, Risk Management, Strategic Planning, Banking, Social Media, Call Center, Process Improvement, Program Management, Vendor Management, Project Management, Customer Service, Mutual Funds, Retail Banking, Visio, Requirements Analysis, Financial Services, Management, Microsoft Excel, SDLC

Education
Johnson and Wales University   1982 — 1984
Travel Management, Tourism and Travel Services Management

Linsley Coyle Linsley Coyle Lakeville, Massachusetts Details
Linsley Coyle's Boston Financial Data Services Experience September 1999 - May 2006
Job Director of Business Administration Specialist at Benchmark Senior Living
Industry Hospital & Health Care
Experience
Benchmark Senior Living  May 2006 - Present
Boston Financial Data Services   September 1999 - May 2006

Education
Johnson and Wales University
Associate's degree, Hotel/Motel Administration/Management

Diane Mulready Diane Mulready Canton, Massachusetts Details
Diane Mulready's Boston Financial Data Services Experience May 1993 - Present
Job Manager at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services   May 1993 - Present

Education
Massasoit Community College   1987 — 1989

Donna Chasse Donna Chasse Rockland, Massachusetts Details
Donna Chasse's Boston Financial Data Services Experience March 1998 - October 2012
Job nscc dept at Boston Financial Data Services
Industry Financial Services
Experience
New England Village  2008 - Present
Boston Financial Data Services   March 1998 - October 2012
Blue Cross Blue Shield of Massachusetts  1982 - 1995

Skills
Mutual Funds, Financial Services, Investments, Risk Management, Securities, Business Analysis, Process Improvement, Financial Analysis, Customer Service, Retirement, Microsoft Excel, Relationship Management, Vendor Management, Microsoft Office, Banking, Bloomberg, Series 7, Project Management, Equities

Education
Massasoit Community College
DDS, Department of Development Services

Todd Harman Todd Harman Overland Park, Kansas Details
Todd Harman's Boston Financial Data Services Experience September 2013 - August 2014
Job Assurance Senior Associate at PwC
Industry Accounting
Experience
PwC  December 2014 - Present
Boston Financial Data Services   September 2013 - August 2014
McBride, Lock & Associates   December 2007 - September 2013
Ozarks Medical Center  October 2006 - August 2007
Harman Kennels   August 2001 - July 2006

Skills
GAAP, Internal Controls, External Audit, Auditing, Assurance, Financial Accounting, Financial Reporting, Accounting, General Ledger, Fixed Assets, Variance Analysis, Financial Audits, CPA, US GAAP, Financial Statements, Financial Analysis, Management Accounting, Bank Reconciliation

Education
Webster University   2012 — 2014
Master of Science (MS), Finance, General

Webster University   2006 — 2008
Master of Business Administration (M.B.A.), Finance, General

Southwest Baptist University   2000 — 2006
Bachelor of Science (B.S.), accounting

Jefferson College   1996 — 1997
Associate of Arts (A.A.), business administration

Jefferson College   1996 — 1997
Associate of Applied Sciences (A.A.S.), business management

Rick McGrew Rick McGrew Independence, Missouri Details
Rick McGrew's Boston Financial Data Services Experience October 2013 - Present
Job Lead Mutual Fund Representative at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services   October 2013 - Present
UMB Bank Financial Services   2001 - 2013

Skills
Supervisory Skills, Operations Management, Trust Services, Corporate Trust, Cash Posting, Asset Management, Securities, Equities, Fixed Income, DTC, Bloomberg Terminal, Settlement, Dividends, Transfer Agency, Investments, Corporate Actions, Fund Accounting

Education
Ikon Technology   2000 — 2001
A+ and Novell Network Administration Certification, Information Technology

Johnson County Community College   1993 — 1995
Associate's Degree, Accounting

Craig MacLean Craig MacLean Whitman, Massachusetts Details
Craig MacLean's Boston Financial Data Services Experience 1997 - 2013
Job Custody Specialist at State Street
Industry Financial Services
Experience
State Street  May 2014 - Present
Boston Financial Data Services   1997 - 2013

Skills
Operational Excellence, Spreadsheets, Automation, Banking, Customer Service, Compliance, Data Entry, Keyboards, Machine Learning, Cash Handling Experience, Social Networking, Research, Sports, Troubleshooting, Trivia, Tuition, Hardwork, Pay Close Attention to..., Time & Attendance, Mail Sorting, Mailroom Operations, Front-end, Friendly Personality, Java, General Ledger, Bookkeeping, Operating Systems, Windows, Writing, Warehousing, 10 Key, Typing

Education
University of Massachusetts Boston   1996 — 1999
Bachelor of Arts (BA), Political Science and Government

Massasoit Community College   1993 — 1995
Associate's degree, Business Administration and Management, General

Darlene Souza Darlene Souza Brockton, Massachusetts Details
Darlene Souza's Boston Financial Data Services Experience May 1998 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Santander Bank, N.A.   April 2014 - Present
Boston Financial Data Services   May 1998 - Present
Boston Financial Data Services   1998 - 2013
Putnam Investments  February 1996 - March 1998

Skills
Call Centers, Securities, Series 63, Series 7, Relationship Management, Retirement, Banking, Series 6, Risk Management, Insurance, Bloomberg, Equities, Business Analysis, Access

Education
Massasoit Community College   1987 — 1988
Liberal Arts Studies

Brockton High School   1983 — 1987
Diploma, Requirements

Gloria Cross Gloria Cross Kansas City, Missouri Area Details
Gloria Cross's Boston Financial Data Services Experience June 2008 - July 2009
Job Accounts Payable, Cerner Corporation
Industry Hospital & Health Care
Experience
Cerner Corporation  May 2014 - Present
UMB Bank  October 2013 - May 2014
Missouri Lottery  July 2011 - October 2013
Penmac Staffing Services, Inc.   October 2010 - February 2011
Boston Financial Data Services   June 2008 - July 2009
Us Army Reserves  September 1998 - July 2003

Skills
Microsoft Office, Research, Financial Services, Customer Service, Organization Skills, Leadership, State Government, Local Government, Military Logistics, Higher Education, Cultural Adaptation, Executive..., Private Banking, Military Experience, Accounts Payable, Mutual Funds, Small Business..., Tax Preparation, Emotional Intelligence, Seven Habits of Highly..., Real Estate, Marketing Strategy, Client Services, Client Relations, Account Management, Product Marketing, Leadership Development, Healthcare Information..., Army

Education
Keller Graduate School of Management of DeVry University   2008 — 2011
Master of Business Administration (M.B.A.), Finance, General

Kansas State University   1999 — 2006
Bachelor’s Degree, Business Administration and Management, General

alexandria alexander alexandria alexander United States Details
alexandria alexander's Boston Financial Data Services Experience September 2014 - Present
Job
Industry Marketing and Advertising
Experience
Boston Financial Data Services   September 2014 - Present

Skills
•Friendly and Engaging..., Social Innovation, Open-mindedness, •Optimistic

Education
Johnson County Community College   2015 — 2016
pending, Marketing

Johnson County Community College   2015 — 2015

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