Boston Financial Data Services
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Boston Financial Data Services Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
The Community Bank April 2008 - Present
Boston Financial Data Services July 2007 - April 2008
Sovereign Bank October 2004 - May 2007
Education
Johnson & Wales University
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Masy Systems, Inc. November 2010 - Present
Boston Financial Data Services March 2006 - June 2010
Computershare September 2002 - February 2006
Education
Massasoit Community College
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
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
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
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
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
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
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
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
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
Boston Financial Data Services May 1993 - Present
Education
Massasoit Community College 1987 — 1989
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
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
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
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
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
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
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