Boston Financial Data Services
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Boston Financial Data Services Employees
Employee
Years
Job
Industry
Anthony Barreca Anthony Barreca's Boston Financial Data Services Experience September 2009 - October 2014
Job Retirement Plan Maintenance Specialist at GreatWest Financial
Industry Financial Services
Experience
EMPOWER Retirement October 2014 - Present
Boston Financial Data Services September 2009 - October 2014
Johnny Cascone's North July 1998 - August 2009
Skills
Customer Service, Project Planning, Problem Solving, Management, Leadership, Coaching, Team Building, Teaching, Team Leadership, Teamwork, Microsoft Excel, Process Improvement, Strategic Planning, Data Analysis, Data Entry, Databases, Retirement Solutions, Microsoft Word, PowerPoint, Access, Mutual Funds
Education
University of Missouri-Kansas City 2002 — 2005
Some College, Business/Commerce, General
Metropolitan Community College-Maple Woods 2000 — 2002
n/a, Business/Commerce, General
Saint Pius X high school 1996 — 2000
High school Diploma, General Studies
EMPOWER Retirement October 2014 - Present
Boston Financial Data Services September 2009 - October 2014
Johnny Cascone's North July 1998 - August 2009
Skills
Customer Service, Project Planning, Problem Solving, Management, Leadership, Coaching, Team Building, Teaching, Team Leadership, Teamwork, Microsoft Excel, Process Improvement, Strategic Planning, Data Analysis, Data Entry, Databases, Retirement Solutions, Microsoft Word, PowerPoint, Access, Mutual Funds
Education
University of Missouri-Kansas City 2002 — 2005
Some College, Business/Commerce, General
Metropolitan Community College-Maple Woods 2000 — 2002
n/a, Business/Commerce, General
Saint Pius X high school 1996 — 2000
High school Diploma, General Studies
Lea Bruce, RHIT Lea Bruce, RHIT's Boston Financial Data Services Experience January 2001 - February 2010
Job Health Information
Industry Mental Health Care
Experience
Bert Nash Community Mental Health Center June 2015 - Present
ECCO Select June 2014 - Present
Life Restoration Ministries, Inc. January 2007 - Present
Bert Nash Community Mental Health Center October 2014 - June 2015
VNA Hospice and Home Health January 2014 - October 2014
Children's Hospital Association July 2014 - September 2014
General Dynamics June 2012 - September 2012
Boston Financial Data Services January 2001 - February 2010
Sallie Mae November 1986 - December 2000
Skills
Process Improvement, Leadership, Training, Project Management, Management, Human Resources, Time Management, Administrative..., Call Center, Customer Service, Team Building, Mutual Funds, Employee Engagement, Operations Management, Performance Management, Relationship Management, Administrative..., HIPAA, Problem Solving, Program Management, Security
Education
Metropolitan Community College-Penn Valley 2012 — 2014
Associate's Degree, Health Information Management, 3.91
Bert Nash Community Mental Health Center June 2015 - Present
ECCO Select June 2014 - Present
Life Restoration Ministries, Inc. January 2007 - Present
Bert Nash Community Mental Health Center October 2014 - June 2015
VNA Hospice and Home Health January 2014 - October 2014
Children's Hospital Association July 2014 - September 2014
General Dynamics June 2012 - September 2012
Boston Financial Data Services January 2001 - February 2010
Sallie Mae November 1986 - December 2000
Skills
Process Improvement, Leadership, Training, Project Management, Management, Human Resources, Time Management, Administrative..., Call Center, Customer Service, Team Building, Mutual Funds, Employee Engagement, Operations Management, Performance Management, Relationship Management, Administrative..., HIPAA, Problem Solving, Program Management, Security
Education
Metropolitan Community College-Penn Valley 2012 — 2014
Associate's Degree, Health Information Management, 3.91
Katherine Peterson Katherine Peterson's Boston Financial Data Services Experience March 2005 - July 2005
Job Project Manager at ClinEdge
Industry Online Media
Experience
ClinEdge June 2015 - Present
Jerry's Seafood January 2013 - Present
John Wiley and Sons July 2005 - January 2014
Boston Financial Data Services March 2005 - July 2005
Bank of America October 2001 - March 2005
WardRounds.com, LLC October 2000 - December 2000
Edu.com, Inc. May 2000 - August 2000
Skills
Publishing, Social Media, Online Publishing, Content Development, Publications, Academic Publishing, Content Management, Proofreading, Editorial, Copy Editing, Editing, Books, Project Management, Marketing Communications, Social Media Marketing, Microsoft Office, Research, Proposal Writing, Communications, Digital Business..., Financial Reporting, Corporate Communications, Project Planning, Project Coordination, Writing, Web Development, Web Analytics, Business Analytics, HootSuite, Salesforce.com, Qualtrics, VBA, Basic HTML, JavaScript, Visio, Annual Reports, CRM Databases, SAS, SPSS, Google Analytics, Adobe Creative Cloud, Dreamweaver, WiX, CMS, Web Content Management, Drupal, XML, Video Editing, WordPress, Digital Marketing
Education
Boston University/Corporate Education Group 2012 — 2014
Project Management Certificate, Project Management
Mount Holyoke College 1997 — 2001
Bachelor of Arts (B.A.), History and Economics
ClinEdge June 2015 - Present
Jerry's Seafood January 2013 - Present
John Wiley and Sons July 2005 - January 2014
Boston Financial Data Services March 2005 - July 2005
Bank of America October 2001 - March 2005
WardRounds.com, LLC October 2000 - December 2000
Edu.com, Inc. May 2000 - August 2000
Skills
Publishing, Social Media, Online Publishing, Content Development, Publications, Academic Publishing, Content Management, Proofreading, Editorial, Copy Editing, Editing, Books, Project Management, Marketing Communications, Social Media Marketing, Microsoft Office, Research, Proposal Writing, Communications, Digital Business..., Financial Reporting, Corporate Communications, Project Planning, Project Coordination, Writing, Web Development, Web Analytics, Business Analytics, HootSuite, Salesforce.com, Qualtrics, VBA, Basic HTML, JavaScript, Visio, Annual Reports, CRM Databases, SAS, SPSS, Google Analytics, Adobe Creative Cloud, Dreamweaver, WiX, CMS, Web Content Management, Drupal, XML, Video Editing, WordPress, Digital Marketing
Education
Boston University/Corporate Education Group 2012 — 2014
Project Management Certificate, Project Management
Mount Holyoke College 1997 — 2001
Bachelor of Arts (B.A.), History and Economics
Anne-Marie Meehan Anne-Marie Meehan's Boston Financial Data Services Experience March 1994 - June 2013
Job Revenue Specialist II Child Support Enforcement at State of Florida
Industry Financial Services
Experience
State of Florida May 2014 - Present
H&R Block January 2014 - April 2014
Boston Financial Data Services March 1994 - June 2013
Education
New England College of Business and Finance
Finances Services, 3.671
Quincy College
Business/Commerce, General
La Salle Extenstion University Chicago, IL
Business, Management, Marketing, and Related Support Services
State of Florida May 2014 - Present
H&R Block January 2014 - April 2014
Boston Financial Data Services March 1994 - June 2013
Education
New England College of Business and Finance
Finances Services, 3.671
Quincy College
Business/Commerce, General
La Salle Extenstion University Chicago, IL
Business, Management, Marketing, and Related Support Services
John Reppas John Reppas's Boston Financial Data Services Experience January 1987 - March 1987
Job Manager at Land and Sea Restaurant
Industry Restaurants
Experience
Land and Sea Restaurant July 1997 - Present
MFS Investment Management June 1994 - October 1997
Southmayd Associates, Inc. June 1987 - June 1994
Boston Financial Data Services January 1987 - March 1987
Putnam Investments January 1986 - June 1986
Skills
Retirement Plan..., Hiring Employees, New Hire Training, Employee Scheduling, Payroll, Supply Ordering, Credit Cards, Food Preparation, Cooking, Windows, Mac OS, Microsoft Word, Wordperfect, Microsoft Excel, Keynote, Food Safety
Education
Northeastern University 1983 — 1987
Bachelor of Science (B.S.), Business Administration and Management, General
Land and Sea Restaurant July 1997 - Present
MFS Investment Management June 1994 - October 1997
Southmayd Associates, Inc. June 1987 - June 1994
Boston Financial Data Services January 1987 - March 1987
Putnam Investments January 1986 - June 1986
Skills
Retirement Plan..., Hiring Employees, New Hire Training, Employee Scheduling, Payroll, Supply Ordering, Credit Cards, Food Preparation, Cooking, Windows, Mac OS, Microsoft Word, Wordperfect, Microsoft Excel, Keynote, Food Safety
Education
Northeastern University 1983 — 1987
Bachelor of Science (B.S.), Business Administration and Management, General
Fred Naddaff Fred Naddaff's Boston Financial Data Services Experience January 1980 - April 1986
Job Managing Director at SunGard Asset Management
Industry Financial Services
Experience
SunGard Asset Management April 2012 - Present
NICSA Board of Directors 2008 - Present
Citi Investor Services August 2007 - January 2012
BISYS Fund Services August 2000 - August 2007
First Data Investor Services Group August 1990 - August 2000
State Street Bank April 1986 - August 1990
Boston Financial Data Services January 1980 - April 1986
Education
Suffolk University - Sawyer School of Management
Master of Business Administration (MBA)
Northeastern University
System Programming and Analysis
Northeastern University
Bachelor of Business Administration (BBA)
SunGard Asset Management April 2012 - Present
NICSA Board of Directors 2008 - Present
Citi Investor Services August 2007 - January 2012
BISYS Fund Services August 2000 - August 2007
First Data Investor Services Group August 1990 - August 2000
State Street Bank April 1986 - August 1990
Boston Financial Data Services January 1980 - April 1986
Education
Suffolk University - Sawyer School of Management
Master of Business Administration (MBA)
Northeastern University
System Programming and Analysis
Northeastern University
Bachelor of Business Administration (BBA)
Gregory Shalna Gregory Shalna's Boston Financial Data Services Experience October 1985 - October 1995
Job Business Process Improvement Analyst at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price December 2012 - Present
T Rowe Price September 2011 - December 2012
T Rowe Price June 2009 - September 2011
T Rowe Price September 2006 - June 2009
MFS Investment Management October 1995 - September 2006
Boston Financial Data Services October 1985 - October 1995
Boston Financial Data Services January 1985 - January 1995
UPS January 1980 - January 1985
Skills
Mutual Funds, Requirements Gathering, Business Analysis, Business Requirements, Business Process..., Operations Management, Data Analysis, DMAIC, Six Sigma, Coaching, Relationship Management, Team Building, SharePoint, Financial Services, Project Management, FINRA, Vendor Management, Process Improvement, Business Process Mapping, Business Planning, Leadership, Business Process, Management, Analytics, Risk Management, Mergers & Acquisitions, Visio, Analysis, Change Management, CRM
Education
Northeastern University
T. Rowe Price December 2012 - Present
T Rowe Price September 2011 - December 2012
T Rowe Price June 2009 - September 2011
T Rowe Price September 2006 - June 2009
MFS Investment Management October 1995 - September 2006
Boston Financial Data Services October 1985 - October 1995
Boston Financial Data Services January 1985 - January 1995
UPS January 1980 - January 1985
Skills
Mutual Funds, Requirements Gathering, Business Analysis, Business Requirements, Business Process..., Operations Management, Data Analysis, DMAIC, Six Sigma, Coaching, Relationship Management, Team Building, SharePoint, Financial Services, Project Management, FINRA, Vendor Management, Process Improvement, Business Process Mapping, Business Planning, Leadership, Business Process, Management, Analytics, Risk Management, Mergers & Acquisitions, Visio, Analysis, Change Management, CRM
Education
Northeastern University
Robert Rieves Robert Rieves's Boston Financial Data Services Experience December 2012 - June 2013
Job Warehousing Professional
Industry Warehousing
Experience
McDonald's Corporation September 2014 - Present
The Salvation Army January 2014 - September 2014
LMC Trucking Victoria British May 2013 - January 2014
Boston Financial Data Services December 2012 - June 2013
Career Advisors May 2011 - December 2012
Education
Metropolitan Community College-Penn Valley 2013 — 2014
Vatterott College-Kansas City 2011 — 2013
Associate of Science (AS), Heating, Air Conditioning, Ventilation and Refrigeration Maintenance Technology/Technicia
McDonald's Corporation September 2014 - Present
The Salvation Army January 2014 - September 2014
LMC Trucking Victoria British May 2013 - January 2014
Boston Financial Data Services December 2012 - June 2013
Career Advisors May 2011 - December 2012
Education
Metropolitan Community College-Penn Valley 2013 — 2014
Vatterott College-Kansas City 2011 — 2013
Associate of Science (AS), Heating, Air Conditioning, Ventilation and Refrigeration Maintenance Technology/Technicia
Daniel Monahan Daniel Monahan's Boston Financial Data Services Experience May 2015 - Present
Job Compliance and Risk Senior Analyst at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services May 2015 - Present
Boston Financial Data Services November 2007 - May 2015
Boston Financial Data Services 2004 - 2007
Boston Financial Data Services 1998 - 2004
Skills
Compliance, 22c2, Mutual Funds, Risk Management, Investments, Process Improvement, Financial Analysis, Access, omnibus transparency
Education
New England College of Business and Finance 2000 — 2003
Northeastern University 1995 — 1997
Boston Financial Data Services May 2015 - Present
Boston Financial Data Services November 2007 - May 2015
Boston Financial Data Services 2004 - 2007
Boston Financial Data Services 1998 - 2004
Skills
Compliance, 22c2, Mutual Funds, Risk Management, Investments, Process Improvement, Financial Analysis, Access, omnibus transparency
Education
New England College of Business and Finance 2000 — 2003
Northeastern University 1995 — 1997
Phillip Dobbs Phillip Dobbs's Boston Financial Data Services Experience December 1997 - October 2003
Job Sr IT Support Specialist L2 at DineEquity, Inc.
Industry Restaurants
Experience
DineEquity, Inc. October 2014 - Present
DineEquity, Inc. August 2011 - October 2014
World Wide Technology December 2010 - August 2011
TechNet Computer Services February 2007 - December 2010
Haldex August 2006 - January 2007
Sony Electronics July 2004 - July 2006
Boston Financial Data Services December 1997 - October 2003
Skills
Advanced knowledge of..., DELL Certified System..., SQL Server, C, C++, C#, Java, Visual Basic 5.0/6.0, Visual Studio, AS400 system, AS400 Administration, Dreamweaver, Access, Dell Computers, Microsoft SQL Server, Windows 7, Active Directory, XP, Troubleshooting, SharePoint, JavaScript, Visio, Microsoft Visual Studio..., Red Hat Linux, Unix, JCL, DB2, Customer Service, Business Analysis, Project Management, Microsoft Product Studio, Microsoft Publisher, Microsoft Office 2003, Microsoft Office Xp, Microsoft Office 2007, Inventory Management, OS X, Computer Hardware, Technical Support, Help Desk Support, Windows Server, Network Administration, Hardware, System Administration, Networking, Microsoft Exchange, Software Documentation, System Deployment, TCP/IP, Servers
Education
National American University-Independence 1997 — 2004
Associate's degree, Associates of Applied Science with Emphasis in Information Technology
TAD Technical Institute 1995 — 1997
Diploma, Business Computer Operations
DineEquity, Inc. October 2014 - Present
DineEquity, Inc. August 2011 - October 2014
World Wide Technology December 2010 - August 2011
TechNet Computer Services February 2007 - December 2010
Haldex August 2006 - January 2007
Sony Electronics July 2004 - July 2006
Boston Financial Data Services December 1997 - October 2003
Skills
Advanced knowledge of..., DELL Certified System..., SQL Server, C, C++, C#, Java, Visual Basic 5.0/6.0, Visual Studio, AS400 system, AS400 Administration, Dreamweaver, Access, Dell Computers, Microsoft SQL Server, Windows 7, Active Directory, XP, Troubleshooting, SharePoint, JavaScript, Visio, Microsoft Visual Studio..., Red Hat Linux, Unix, JCL, DB2, Customer Service, Business Analysis, Project Management, Microsoft Product Studio, Microsoft Publisher, Microsoft Office 2003, Microsoft Office Xp, Microsoft Office 2007, Inventory Management, OS X, Computer Hardware, Technical Support, Help Desk Support, Windows Server, Network Administration, Hardware, System Administration, Networking, Microsoft Exchange, Software Documentation, System Deployment, TCP/IP, Servers
Education
National American University-Independence 1997 — 2004
Associate's degree, Associates of Applied Science with Emphasis in Information Technology
TAD Technical Institute 1995 — 1997
Diploma, Business Computer Operations
Martin Simon Martin Simon's Boston Financial Data Services Experience July 2012 - January 2013
Job Billing Specialist at Constant Contact
Industry Financial Services
Experience
John Hancock Financial Services May 2015 - Present
H&R Block December 2012 - Present
Constant Contact August 2014 - May 2015
Boston Financial Data Services July 2012 - January 2013
Skills
Financial Analysis, Accounting, Access, Account Reconciliation, Microsoft Excel, Finance, Outlook, Financial Reporting, QuickBooks, Microsoft Word, Accounts Payable, PowerPoint, Customer Service, Microsoft Office, Data Entry
Education
University of Massachusetts Boston 2012 — 2014
Newbury College 2010 — 2011
Accounting
John Hancock Financial Services May 2015 - Present
H&R Block December 2012 - Present
Constant Contact August 2014 - May 2015
Boston Financial Data Services July 2012 - January 2013
Skills
Financial Analysis, Accounting, Access, Account Reconciliation, Microsoft Excel, Finance, Outlook, Financial Reporting, QuickBooks, Microsoft Word, Accounts Payable, PowerPoint, Customer Service, Microsoft Office, Data Entry
Education
University of Massachusetts Boston 2012 — 2014
Newbury College 2010 — 2011
Accounting
Tim Conery, Tim Conery,'s Boston Financial Data Services Experience January 2008 - September 2011
Job Operations Management | MBA
Industry Financial Services
Experience
Boston Financial Data Services January 2008 - September 2011
DST Systems, Inc. December 2004 - December 2008
Aviary, Inc. dba Wild Birds Unlimited January 1996 - July 2003
DST Systems, Inc. November 1990 - April 1995
US Navy June 1981 - June 1985
Skills
Root Cause Analysis, Process Improvement..., Business Analysis, Strategic Planning, Team Building, Training, Building Strong Teams, Business Solution, Computer Skills -..., Conflict Resolution, Consensus Building, Consulting, Corporate Initiatives, Customer-facing, Customer Focus, Customer Satisfaction, Customer Service..., Identifying Process..., Leading/Motivating, Mentoring Of Staff, Organizational..., Organizational..., Organizational Vision, Organizing, Performance Metrics, Planning and Organizing..., Positive P&L Results, Process-driven, Process Quality..., Staff Mentoring, Stakeholder Engagement, Team Building..., Leadership, Budgets, Software Documentation, Analysis, Process Improvement, Project Management, Team Leadership, Customer Service
Education
National University 1983 — 1985
MBA, Organizational Development
University of Missouri-Columbia 1977 — 1981
BES, Education
Boston Financial Data Services January 2008 - September 2011
DST Systems, Inc. December 2004 - December 2008
Aviary, Inc. dba Wild Birds Unlimited January 1996 - July 2003
DST Systems, Inc. November 1990 - April 1995
US Navy June 1981 - June 1985
Skills
Root Cause Analysis, Process Improvement..., Business Analysis, Strategic Planning, Team Building, Training, Building Strong Teams, Business Solution, Computer Skills -..., Conflict Resolution, Consensus Building, Consulting, Corporate Initiatives, Customer-facing, Customer Focus, Customer Satisfaction, Customer Service..., Identifying Process..., Leading/Motivating, Mentoring Of Staff, Organizational..., Organizational..., Organizational Vision, Organizing, Performance Metrics, Planning and Organizing..., Positive P&L Results, Process-driven, Process Quality..., Staff Mentoring, Stakeholder Engagement, Team Building..., Leadership, Budgets, Software Documentation, Analysis, Process Improvement, Project Management, Team Leadership, Customer Service
Education
National University 1983 — 1985
MBA, Organizational Development
University of Missouri-Columbia 1977 — 1981
BES, Education
Kathleen Bither Kathleen Bither's Boston Financial Data Services Experience February 2006 - Present
Job Service Specialist at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services February 2006 - Present
Education
Northeastern University 1986 — 1991
Bachelor of Science (BS), Journalism
Boston Financial Data Services February 2006 - Present
Education
Northeastern University 1986 — 1991
Bachelor of Science (BS), Journalism
Jason Andrzejczyk Jason Andrzejczyk's Boston Financial Data Services Experience March 2000 - March 2001
Job Loan officer Embrace Home Loans
Industry Real Estate
Experience
Embrace Home Loans August 2015 - Present
Williams Lea September 2013 - Present
Spindle City December 2009 - September 2013
PNC March 2001 - December 2009
Boston Financial Data Services March 2000 - March 2001
Skills
Sales, Budgets, Management, Project Management, Customer Service, Training, Account Management, Leadership, Sales Management, Strategic Planning, Team Building, Microsoft Excel, Marketing, Finance, Process Improvement
Education
Roger Williams University 1996 — 2000
Bachelor of Science (B.S.), Business Administration and Management, General
Hesser College 1994 — 1996
Tourism and Travel Services Marketing Operations
Embrace Home Loans August 2015 - Present
Williams Lea September 2013 - Present
Spindle City December 2009 - September 2013
PNC March 2001 - December 2009
Boston Financial Data Services March 2000 - March 2001
Skills
Sales, Budgets, Management, Project Management, Customer Service, Training, Account Management, Leadership, Sales Management, Strategic Planning, Team Building, Microsoft Excel, Marketing, Finance, Process Improvement
Education
Roger Williams University 1996 — 2000
Bachelor of Science (B.S.), Business Administration and Management, General
Hesser College 1994 — 1996
Tourism and Travel Services Marketing Operations
Rhonda Schor Rhonda Schor's Boston Financial Data Services Experience November 1997 - August 2005
Job
Industry Financial Services
Experience
Wells Fargo September 2005 - Present
Boston Financial Data Services November 1997 - August 2005
USAF February 1993 - November 1997
Education
Stonehill College 1991 — 1993
Bachelor of Science
Mississippi State University
Wells Fargo September 2005 - Present
Boston Financial Data Services November 1997 - August 2005
USAF February 1993 - November 1997
Education
Stonehill College 1991 — 1993
Bachelor of Science
Mississippi State University
Jay Muller Jay Muller's Boston Financial Data Services Experience May 2014 - Present
Job Tech/Product Support Manager at Boston Financial Data Services
Industry Information Technology and Services
Experience
Boston Financial Data Services May 2014 - Present
Boston Financial Data Services June 2013 - May 2014
Boston Financial Data Services February 2011 - May 2013
Boston Financial Data Services October 2008 - June 2011
Jadium Technologies April 2006 - December 2008
SOAdesk September 2007 - September 2008
Meierhoffer Funeral Home & Crematory October 2000 - March 2008
Skills
AWD, AWD10, Windows, Troubleshooting, Business Analysis, Business Process..., Business Process Design, Customer Relations, Requirements Gathering, Vendor Management, Documentation, Microsoft Office, Android, Computer Hardware, Wireless Networking, VMware Workstation, VMware Server, Customer Service, Software Documentation, System Administration, SQL, Business Requirements, Analysis, Process Improvement, XML, CRM, Servers, Business Process
Education
Missouri Western State University 1998 — 2004
BS, Management
Helias High School 1994 — 1998
High School Diploma
Boston Financial Data Services May 2014 - Present
Boston Financial Data Services June 2013 - May 2014
Boston Financial Data Services February 2011 - May 2013
Boston Financial Data Services October 2008 - June 2011
Jadium Technologies April 2006 - December 2008
SOAdesk September 2007 - September 2008
Meierhoffer Funeral Home & Crematory October 2000 - March 2008
Skills
AWD, AWD10, Windows, Troubleshooting, Business Analysis, Business Process..., Business Process Design, Customer Relations, Requirements Gathering, Vendor Management, Documentation, Microsoft Office, Android, Computer Hardware, Wireless Networking, VMware Workstation, VMware Server, Customer Service, Software Documentation, System Administration, SQL, Business Requirements, Analysis, Process Improvement, XML, CRM, Servers, Business Process
Education
Missouri Western State University 1998 — 2004
BS, Management
Helias High School 1994 — 1998
High School Diploma
Sherri Guillery-Butts Sherri Guillery-Butts's Boston Financial Data Services Experience 2004 - 2008
Job Revenue Cycle Manager
Industry Financial Services
Experience
Omgeo 2013 - 2015
Hill Holliday 2008 - 2013
Boston Financial Data Services 2004 - 2008
Boston Financial Data Services 2000 - 2004
Skills
Invoicing, Account Reconciliation, Accounts Payable, General Ledger, Accounting, Accounts Receivable, Forecasting, Financial Analysis, Journal Entries, Financial Statements, Analysis, Finance, Strategic Financial..., Insurance, Balance, Financial Reporting, QuickBooks, Microsoft Excel, Expenses
Education
Newbury College
Bachelor’s Degree, Accounting
Omgeo 2013 - 2015
Hill Holliday 2008 - 2013
Boston Financial Data Services 2004 - 2008
Boston Financial Data Services 2000 - 2004
Skills
Invoicing, Account Reconciliation, Accounts Payable, General Ledger, Accounting, Accounts Receivable, Forecasting, Financial Analysis, Journal Entries, Financial Statements, Analysis, Finance, Strategic Financial..., Insurance, Balance, Financial Reporting, QuickBooks, Microsoft Excel, Expenses
Education
Newbury College
Bachelor’s Degree, Accounting
Brian Agnew Brian Agnew's Boston Financial Data Services Experience February 2005 - October 2014
Job Strategic Account Executive at DST Customer Communications
Industry Financial Services
Experience
DST Customer Communications November 2014 - Present
Boston Financial Data Services February 2005 - October 2014
DST Systems March 2000 - February 2005
BISYS Fund Services March 1997 - December 1999
Vanguard September 1990 - March 1997
Skills
Transfer Agency, Mutual Funds, Relationship Management, Process Improvement, Business Analysis, Fund Accounting, CRM, Leadership, Business Development, Financial Services, Management, Operations Management, Alternative Investments
Education
Wilmington University 1988 — 1990
MBA, Business
Mount St. Mary's University 1980 — 1984
MS, Business and Finance
DST Customer Communications November 2014 - Present
Boston Financial Data Services February 2005 - October 2014
DST Systems March 2000 - February 2005
BISYS Fund Services March 1997 - December 1999
Vanguard September 1990 - March 1997
Skills
Transfer Agency, Mutual Funds, Relationship Management, Process Improvement, Business Analysis, Fund Accounting, CRM, Leadership, Business Development, Financial Services, Management, Operations Management, Alternative Investments
Education
Wilmington University 1988 — 1990
MBA, Business
Mount St. Mary's University 1980 — 1984
MS, Business and Finance
Matt Rossi Matt Rossi's Boston Financial Data Services Experience November 2006 - December 2008
Job UI Designer at MojoTech
Industry Internet
Experience
MojoTech May 2013 - Present
Matt Rossi Designs January 2007 - Present
InQuest Technologies January 2009 - May 2013
Boston Financial Data Services November 2006 - December 2008
GLAD WORKS May 2006 - September 2006
Skills
HTML, Advanced CSS, JavaScript, jQuery, CSS, HTML 5, CSS3, Adobe Creative Suite, PHP, SEO, Web Standards, XML, Web Design, Wordpress, HAML, SASS, Jade
Education
New England Institute of Technology 2005 — 2007
MojoTech May 2013 - Present
Matt Rossi Designs January 2007 - Present
InQuest Technologies January 2009 - May 2013
Boston Financial Data Services November 2006 - December 2008
GLAD WORKS May 2006 - September 2006
Skills
HTML, Advanced CSS, JavaScript, jQuery, CSS, HTML 5, CSS3, Adobe Creative Suite, PHP, SEO, Web Standards, XML, Web Design, Wordpress, HAML, SASS, Jade
Education
New England Institute of Technology 2005 — 2007
Thomas R. Carrabis Thomas R. Carrabis's Boston Financial Data Services Experience July 2003 - September 2011
Job Financial / StopLoss Insurance Service Professional
Industry Financial Services
Experience
Sun Life Financial July 2012 - Present
Boston Financial Data Services July 2003 - September 2011
Columbia Management Group/FleetBoston (formerly Liberty Financial) May 1996 - June 2003
PFPC August 1991 - May 1996
Skills
Mutual Funds, Vendor Management, Risk Management, Compliance, Customer Relations, Team Building, Mergers, Change Management, Administration, Performance Management, Transfer Agency, Leadership Development, Employee Relations, Operations Management, Manufacturing..., Client Conversions and..., Disaster Preparedness..., Project Planning and..., Process Improvement, Training & Development, Fraud Prevention, Anti-Money Laundering, Procedure Development..., Banking Operations, Operations..., Stop-Loss Insurance, Project Planning, Customer Service, Insurance, AML, Business Analysis, Core Banking, Employee Training, Financial Services, Fraud, Leadership, Management, Mergers, Project Management, Relationship Management, Training
Education
University of Massachusetts at Lowell
Business Administration, Management and Operations
Middlesex Community College
Liberal Arts and Sciences/Liberal Studies
New Horizons
Various MS Certifications, MS Project Management
Sun Life Financial July 2012 - Present
Boston Financial Data Services July 2003 - September 2011
Columbia Management Group/FleetBoston (formerly Liberty Financial) May 1996 - June 2003
PFPC August 1991 - May 1996
Skills
Mutual Funds, Vendor Management, Risk Management, Compliance, Customer Relations, Team Building, Mergers, Change Management, Administration, Performance Management, Transfer Agency, Leadership Development, Employee Relations, Operations Management, Manufacturing..., Client Conversions and..., Disaster Preparedness..., Project Planning and..., Process Improvement, Training & Development, Fraud Prevention, Anti-Money Laundering, Procedure Development..., Banking Operations, Operations..., Stop-Loss Insurance, Project Planning, Customer Service, Insurance, AML, Business Analysis, Core Banking, Employee Training, Financial Services, Fraud, Leadership, Management, Mergers, Project Management, Relationship Management, Training
Education
University of Massachusetts at Lowell
Business Administration, Management and Operations
Middlesex Community College
Liberal Arts and Sciences/Liberal Studies
New Horizons
Various MS Certifications, MS Project Management
Chris Boykin Chris Boykin's Boston Financial Data Services Experience January 2015 - Present
Job Sr. Client Relations Specialist Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services January 2015 - Present
Waddell & Reed January 2014 - January 2015
Boston Financial Data Services June 2008 - January 2014
Nebraska Furniture Mart May 2006 - June 2008
Circuit City June 2003 - May 2006
Skills
Financial Services, Call Center, Securities, Mutual Funds, Client Relations Skills, Client Service Oriented, Sales, Technology, Finance, Training, Back Office, Retirement, Investments, Project Planning, Call Centers, Visual Merchandising, HDMI, HD Video, Employee Training, Marketing, Retail, Retail Sales, Customer Satisfaction, Inventory Management, Time Management, Leadership, Team Leadership, Team Building, Troubleshooting, Loss Prevention, Microsoft Office, Social Networking, Strategic Planning, Business Analysis, Vendor Management, Process Improvement, Microsoft Excel, Management, Microsoft Word
Education
Metropolitan Community College-Maple Woods 2011 — 2014
Computer Science
Oak Park
Boston Financial Data Services January 2015 - Present
Waddell & Reed January 2014 - January 2015
Boston Financial Data Services June 2008 - January 2014
Nebraska Furniture Mart May 2006 - June 2008
Circuit City June 2003 - May 2006
Skills
Financial Services, Call Center, Securities, Mutual Funds, Client Relations Skills, Client Service Oriented, Sales, Technology, Finance, Training, Back Office, Retirement, Investments, Project Planning, Call Centers, Visual Merchandising, HDMI, HD Video, Employee Training, Marketing, Retail, Retail Sales, Customer Satisfaction, Inventory Management, Time Management, Leadership, Team Leadership, Team Building, Troubleshooting, Loss Prevention, Microsoft Office, Social Networking, Strategic Planning, Business Analysis, Vendor Management, Process Improvement, Microsoft Excel, Management, Microsoft Word
Education
Metropolitan Community College-Maple Woods 2011 — 2014
Computer Science
Oak Park
Mary Kay Wing Mary Kay Wing's Boston Financial Data Services Experience September 1993 - March 1995
Job Paralegal at Gill Devine, P.C.
Industry Legal Services
Experience
Gill Devine, P.C. January 2015 - Present
Adelson Loria & Weisman, P.C. June 2013 - August 2014
Rudolph Friedmann LLP October 2012 - April 2013
Law Office of J. Christopher Amrhein October 2011 - August 2012
Gilmartin, Magence, & Ross, LLP April 2010 - November 2010
Spillane Law Offices August 2008 - August 2009
Haufler Associates November 1998 - September 2007
Law Office of Barry C March 1995 - November 1998
Boston Financial Data Services September 1993 - March 1995
Law Office of Victoria Ghartey - Formerly Of September 1991 - May 1993
Skills
Telephone Skills, Fax, Filing, Customer Service, Copying, Real Estate, Training, Property Law, Real Estate Transactions, Legal Research, Legal Writing, Management, Commercial Litigation, Contract Negotiation
Education
Suffolk University 1991 — 1993
Bachelor of Arts, Sociology/Criminal Justice
Newbury College 1988 — 1990
Associates, Paralegal Studies
Weymouth South High School 1984 — 1988
High School, Administrative Assistant and Secretarial Science, General
Gill Devine, P.C. January 2015 - Present
Adelson Loria & Weisman, P.C. June 2013 - August 2014
Rudolph Friedmann LLP October 2012 - April 2013
Law Office of J. Christopher Amrhein October 2011 - August 2012
Gilmartin, Magence, & Ross, LLP April 2010 - November 2010
Spillane Law Offices August 2008 - August 2009
Haufler Associates November 1998 - September 2007
Law Office of Barry C March 1995 - November 1998
Boston Financial Data Services September 1993 - March 1995
Law Office of Victoria Ghartey - Formerly Of September 1991 - May 1993
Skills
Telephone Skills, Fax, Filing, Customer Service, Copying, Real Estate, Training, Property Law, Real Estate Transactions, Legal Research, Legal Writing, Management, Commercial Litigation, Contract Negotiation
Education
Suffolk University 1991 — 1993
Bachelor of Arts, Sociology/Criminal Justice
Newbury College 1988 — 1990
Associates, Paralegal Studies
Weymouth South High School 1984 — 1988
High School, Administrative Assistant and Secretarial Science, General
Charles Allard Charles Allard's Boston Financial Data Services Experience August 2010 - Present
Job Client Relations Consultant at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services August 2010 - Present
Boston Financial Data Services 2005 - 2010
DST Systems May 1999 - May 2005
DST Systems April 1998 - May 1999
DST Systems February 1997 - April 1998
DST Systems September 1996 - February 1997
Skills
Financial Services, Mutual Funds, Securities, Retirement, Relationship Management, Operations Management, Mutual Funds - Transfer..., Customer Retention, Customer Service, Customer Satisfaction, Project Management, Process Improvement, Call Centers, Asset Allocation, Business Intelligence
Education
University of Central Missouri 1993 — 1995
Business Administration and Management, General
Moberly Area Community College 1991 — 1993
Associate of Arts (A.A.), Business Administration and Management, General
Boston Financial Data Services August 2010 - Present
Boston Financial Data Services 2005 - 2010
DST Systems May 1999 - May 2005
DST Systems April 1998 - May 1999
DST Systems February 1997 - April 1998
DST Systems September 1996 - February 1997
Skills
Financial Services, Mutual Funds, Securities, Retirement, Relationship Management, Operations Management, Mutual Funds - Transfer..., Customer Retention, Customer Service, Customer Satisfaction, Project Management, Process Improvement, Call Centers, Asset Allocation, Business Intelligence
Education
University of Central Missouri 1993 — 1995
Business Administration and Management, General
Moberly Area Community College 1991 — 1993
Associate of Arts (A.A.), Business Administration and Management, General
Ahmed Al-Saleh's Boston Financial Data Services Experience October 2013 - October 2014
Job Assurance Associate at PricewaterhouseCoopers
Industry Accounting
Experience
PricewaterhouseCoopers October 2014 - Present
Boston Financial Data Services October 2013 - October 2014
Boston Financial Data Services June 2009 - October 2013
IHOP September 2008 - October 2009
Skills
Accounting, PowerPoint, Microsoft Excel, Finance
Education
The University of Kansas 2007 — 2011
Bachelor's degree, Accounting
The University of Kansas
Bachelor of Science, Business: Accounting, Information Systems
New England College
Master of Accounting
PricewaterhouseCoopers October 2014 - Present
Boston Financial Data Services October 2013 - October 2014
Boston Financial Data Services June 2009 - October 2013
IHOP September 2008 - October 2009
Skills
Accounting, PowerPoint, Microsoft Excel, Finance
Education
The University of Kansas 2007 — 2011
Bachelor's degree, Accounting
The University of Kansas
Bachelor of Science, Business: Accounting, Information Systems
New England College
Master of Accounting
Traci Conery Traci Conery's Boston Financial Data Services Experience October 1998 - September 2011
Job Manager, Client Services at Paycor
Industry Financial Services
Experience
Paycor August 2013 - Present
Apria Healthcare November 2011 - August 2013
Boston Financial Data Services October 1998 - September 2011
Boston Financial Data Services April 1992 - October 1998
Boston Financial Data Services May 1990 - April 1992
Skills
Call Center, Team Building, Process Improvement, Customer Relations, Planning, Project Planning, Customer Service, Management, Call Centers, Leadership, Budgets, Software Documentation, Training, Coaching, Vendor Management, Financial Services, Relationship Management, Business Analysis, CRM, Business Process..., Operations Management, Risk Management, Customer Satisfaction, Analysis, Change Management, Team Leadership, Cross-functional Team..., Performance Management, Forecasting, Program Management
Education
Southwest Missouri State University 1982 — 1984
Business Management
Paycor August 2013 - Present
Apria Healthcare November 2011 - August 2013
Boston Financial Data Services October 1998 - September 2011
Boston Financial Data Services April 1992 - October 1998
Boston Financial Data Services May 1990 - April 1992
Skills
Call Center, Team Building, Process Improvement, Customer Relations, Planning, Project Planning, Customer Service, Management, Call Centers, Leadership, Budgets, Software Documentation, Training, Coaching, Vendor Management, Financial Services, Relationship Management, Business Analysis, CRM, Business Process..., Operations Management, Risk Management, Customer Satisfaction, Analysis, Change Management, Team Leadership, Cross-functional Team..., Performance Management, Forecasting, Program Management
Education
Southwest Missouri State University 1982 — 1984
Business Management
Jacqueline Rocci Jacqueline Rocci's Boston Financial Data Services Experience January 2006 - September 2011
Job MOA at Compass Medical
Industry Mental Health Care
Experience
The Nielsen Eye Center December 2012 - Present
The Nielsen Eye Center January 2012 - Present
NIELSEN EYE CENTER January 2011 - Present
NIELSEN EYE CENTER January 2011 - January 2012
Boston Financial Data Services January 2006 - September 2011
MASSACHUSETTS FINANCIAL SERVICES CENTER January 1990 - January 2005
Blockbuster Video January 1998 - January 2002
Skills
Mutual Funds, Excel, Word, Customer Service, Problem Solving, Microsoft Office, Microsoft Excel, Microsoft Word, Access, PowerPoint, Medical Terminology, Medical Billing, Medical Coding, Process Improvement, Data Entry, Administrative...
Education
Sullivan and Cogliano Training Center 2012 — 2012
Certifications, Medical Office Assistant/Specialist, 98
Newbury College 1986 — 1987
n/a, Buisness Administration
Newbury College 1985 — 1987
The Nielsen Eye Center December 2012 - Present
The Nielsen Eye Center January 2012 - Present
NIELSEN EYE CENTER January 2011 - Present
NIELSEN EYE CENTER January 2011 - January 2012
Boston Financial Data Services January 2006 - September 2011
MASSACHUSETTS FINANCIAL SERVICES CENTER January 1990 - January 2005
Blockbuster Video January 1998 - January 2002
Skills
Mutual Funds, Excel, Word, Customer Service, Problem Solving, Microsoft Office, Microsoft Excel, Microsoft Word, Access, PowerPoint, Medical Terminology, Medical Billing, Medical Coding, Process Improvement, Data Entry, Administrative...
Education
Sullivan and Cogliano Training Center 2012 — 2012
Certifications, Medical Office Assistant/Specialist, 98
Newbury College 1986 — 1987
n/a, Buisness Administration
Newbury College 1985 — 1987
Stacey Tuvey Stacey Tuvey's Boston Financial Data Services Experience 1986 - 1995
Job Executive Assistant at Flexabar
Industry Executive Office
Experience
Flexabar 2008 - Present
Vonage July 2006 - November 2007
Marshalls November 2004 - August 2006
Boston Financial Data Services 1986 - 1995
Skills
Customer Service, Process Scheduler, Call Center, Payroll, Management, Temporary Placement, Customer Satisfaction, Customer Experience, PowerPoint, Microsoft Word, Microsoft Office, Vendor Management, Quality Assurance, Administrative..., Call Centers, Time Management
Education
Northeastern University
University of Massachusetts, Amherst
Flexabar 2008 - Present
Vonage July 2006 - November 2007
Marshalls November 2004 - August 2006
Boston Financial Data Services 1986 - 1995
Skills
Customer Service, Process Scheduler, Call Center, Payroll, Management, Temporary Placement, Customer Satisfaction, Customer Experience, PowerPoint, Microsoft Word, Microsoft Office, Vendor Management, Quality Assurance, Administrative..., Call Centers, Time Management
Education
Northeastern University
University of Massachusetts, Amherst
Conan Dillon Conan Dillon's Boston Financial Data Services Experience 2013 - 2013
Job Corporate Actions Specialist at BNY Mellon
Industry Accounting
Experience
BNY Mellon August 2015 - Present
Gourmet Caterers January 2004 - Present
State Street September 2013 - 2014
Boston Financial Data Services 2013 - 2013
State Street July 2001 - December 2011
TopSource LLC March 2006 - February 2011
Brown Brothers Harriman - Consultant January 2006 - March 2006
JP Morgan - Consultant January 2005 - November 2005
State Street June 1990 - January 2003
Skills
Budgets, Financial Reporting, Finance, Financial Services, Accounting, Management, Bloomberg, Mutual Funds, Pricing, Cross-functional Team..., Microsoft Excel
Education
Northeastern University 1985 — 1989
Bachelor of Science, Economics with Certificate in Finance
BNY Mellon August 2015 - Present
Gourmet Caterers January 2004 - Present
State Street September 2013 - 2014
Boston Financial Data Services 2013 - 2013
State Street July 2001 - December 2011
TopSource LLC March 2006 - February 2011
Brown Brothers Harriman - Consultant January 2006 - March 2006
JP Morgan - Consultant January 2005 - November 2005
State Street June 1990 - January 2003
Skills
Budgets, Financial Reporting, Finance, Financial Services, Accounting, Management, Bloomberg, Mutual Funds, Pricing, Cross-functional Team..., Microsoft Excel
Education
Northeastern University 1985 — 1989
Bachelor of Science, Economics with Certificate in Finance
Beth Petry Beth Petry's Boston Financial Data Services Experience March 1992 - October 1999
Job Vice President at State Street
Industry Human Resources
Experience
State Street 2006 - Present
Boston Financial Data Services March 1992 - October 1999
Hawthorne Christian Day School March 1990 - April 1992
Skills
Leadership Development, Talent Management, Team Building, Call Center, Instructional Design, Mentoring, Customer Service, Coaching, Staff Development, Management Development, Onboarding, Human Resources, Performance Management, Strategy, Training, Leadership, Call Centers, Workforce Planning, Organizational..., Executive Coaching, Team Leadership, Succession Planning, Interviews, Talent Acquisition, Employee Engagement, Performance Improvement, Vendor Management, Employee Relations, Career Development, Process Improvement, Organizational Design, Management, Analysis, Financial Services, Employee Training, Recruiting, Business Analysis, Program Management, Mutual Funds, Change Management, Management Consulting, Strategic Planning, Organizational..., Risk Management, Personnel Management, Accounting, Workshop Facilitation, Training Delivery
Education
Missouri State University 1987 — 1990
Elementary Education
State Street 2006 - Present
Boston Financial Data Services March 1992 - October 1999
Hawthorne Christian Day School March 1990 - April 1992
Skills
Leadership Development, Talent Management, Team Building, Call Center, Instructional Design, Mentoring, Customer Service, Coaching, Staff Development, Management Development, Onboarding, Human Resources, Performance Management, Strategy, Training, Leadership, Call Centers, Workforce Planning, Organizational..., Executive Coaching, Team Leadership, Succession Planning, Interviews, Talent Acquisition, Employee Engagement, Performance Improvement, Vendor Management, Employee Relations, Career Development, Process Improvement, Organizational Design, Management, Analysis, Financial Services, Employee Training, Recruiting, Business Analysis, Program Management, Mutual Funds, Change Management, Management Consulting, Strategic Planning, Organizational..., Risk Management, Personnel Management, Accounting, Workshop Facilitation, Training Delivery
Education
Missouri State University 1987 — 1990
Elementary Education
Andrew Zamsky Andrew Zamsky's Boston Financial Data Services Experience January 2008 - June 2008
Job Project Manager at Dimensional Phototonics International, Inc. (DPI)
Industry Mechanical or Industrial Engineering
Experience
Dimensional Photonics International, Inc. (DPI) May 2014 - Present
Beaver Visitec International July 2013 - March 2014
LFI July 2012 - April 2013
Alex and Company July 2008 - April 2013
Postal Center USA June 2004 - July 2012
Photodynamic Therapy Deliver system (Graduating Project) June 2011 - April 2012
DePuy Orthopaedics July 2011 - January 2012
Boston Financial Data Services January 2008 - June 2008
RNK Communications April 2007 - February 2008
Skills
Lean Manufacturing, Continuous Improvement, Root Cause Analysis, Process Improvement, Project Management, Design of Experiments, Solidworks, Data Analysis, FMEA, Quality System, Design for Manufacturing, Value Stream Mapping, 5S, Industrial Engineering, Quality Assurance, Microsoft Office, Troubleshooting, Engineering, FDA, PowerPoint, ISO 13485, SPC, Process Engineering, Problem Solving, Matlab, C++, SQL, Access, Microsoft Excel, Medical Devices, Documentation, JavaScript, Manufacturing..., Minitab, Six Sigma, Testing, Strategic Planning, Cross-functional Team..., Validation, MS Project, Workflow Management, Customer Service, Inventory Management, Excel, Outlook, HTML, Research, CAPA, Manufacturing, AutoCAD
Education
Northeastern University 2006 — 2012
BSIE, Industrial Engineering
Sharon High School 2002 — 2006
Dimensional Photonics International, Inc. (DPI) May 2014 - Present
Beaver Visitec International July 2013 - March 2014
LFI July 2012 - April 2013
Alex and Company July 2008 - April 2013
Postal Center USA June 2004 - July 2012
Photodynamic Therapy Deliver system (Graduating Project) June 2011 - April 2012
DePuy Orthopaedics July 2011 - January 2012
Boston Financial Data Services January 2008 - June 2008
RNK Communications April 2007 - February 2008
Skills
Lean Manufacturing, Continuous Improvement, Root Cause Analysis, Process Improvement, Project Management, Design of Experiments, Solidworks, Data Analysis, FMEA, Quality System, Design for Manufacturing, Value Stream Mapping, 5S, Industrial Engineering, Quality Assurance, Microsoft Office, Troubleshooting, Engineering, FDA, PowerPoint, ISO 13485, SPC, Process Engineering, Problem Solving, Matlab, C++, SQL, Access, Microsoft Excel, Medical Devices, Documentation, JavaScript, Manufacturing..., Minitab, Six Sigma, Testing, Strategic Planning, Cross-functional Team..., Validation, MS Project, Workflow Management, Customer Service, Inventory Management, Excel, Outlook, HTML, Research, CAPA, Manufacturing, AutoCAD
Education
Northeastern University 2006 — 2012
BSIE, Industrial Engineering
Sharon High School 2002 — 2006
Mary Anne Arnold Mary Anne Arnold's Boston Financial Data Services Experience January 1996 - January 2014
Job Human Resources and Benefits Manager at Boston Financial Data Services, Inc.
Industry Financial Services
Experience
Boston Financial Data Services January 1996 - January 2014
Houghton Mifflin Company 1990 - 1996
The Johnson Companies January 1990 - June 1992
Skills
Compliance, Talent Management, Compensation, Vendor Management, PeopleSoft, Deferred Compensation, HRIS, Talent Acquisition, Benefits Administration, Onboarding, Employee Benefits, Employee Relations, Human Resources
Education
Northeastern University 1980 — 1983
Human Resources Management
Boston Financial Data Services January 1996 - January 2014
Houghton Mifflin Company 1990 - 1996
The Johnson Companies January 1990 - June 1992
Skills
Compliance, Talent Management, Compensation, Vendor Management, PeopleSoft, Deferred Compensation, HRIS, Talent Acquisition, Benefits Administration, Onboarding, Employee Benefits, Employee Relations, Human Resources
Education
Northeastern University 1980 — 1983
Human Resources Management
Julie Cadogan, PHR Julie Cadogan, PHR's Boston Financial Data Services Experience August 2014 - Present
Job Managing Human Resources Consultant at Boston Financial Data Services
Industry Human Resources
Experience
Boston Financial Data Services August 2014 - Present
Boston Financial Data Services May 2009 - July 2014
PricewaterhouseCoopers July 2006 - April 2009
PwC April 2002 - June 2006
PwC January 1997 - March 2002
PwC January 1992 - December 1996
Skills
Customer Service, Employee Relations, Financial Services, Human Resources, Onboarding, Organizational Design, PeopleSoft, Performance Management, Process Improvement, Recruiting, Succession Planning, Talent Acquisition, Talent Management, Vendor Management, Workforce Planning
Education
Northeastern University
Bachelors, Business Management
Northeastern University
Certification, Human Resources Management and Services
Boston Financial Data Services August 2014 - Present
Boston Financial Data Services May 2009 - July 2014
PricewaterhouseCoopers July 2006 - April 2009
PwC April 2002 - June 2006
PwC January 1997 - March 2002
PwC January 1992 - December 1996
Skills
Customer Service, Employee Relations, Financial Services, Human Resources, Onboarding, Organizational Design, PeopleSoft, Performance Management, Process Improvement, Recruiting, Succession Planning, Talent Acquisition, Talent Management, Vendor Management, Workforce Planning
Education
Northeastern University
Bachelors, Business Management
Northeastern University
Certification, Human Resources Management and Services
Sharon Beaudry, JD, SPHR Sharon Beaudry, JD, SPHR's Boston Financial Data Services Experience August 1995 - March 1997
Job Assistant Professor of Management & Program Director at Oregon Institute of Technology
Industry Higher Education
Experience
Oregon Institute of Technology September 2014 - Present
Colby-Sawyer College 2012 - Present
Colby-Sawyer College August 2007 - August 2012
Philharmonic Center for the Arts October 2002 - August 2007
The Drax Group February 2000 - September 2002
Brown & Brown May 1997 - February 2000
Boston Financial Data Services August 1995 - March 1997
Skills
Non-profits, Employee Relations, Conflict Resolution, New Hire Orientations, Organizational..., Human Resources, Higher Education, Leadership Development, Microsoft Office, Recruiting
Education
Northwestern California University 2005 — 2009
Doctor of Law (J.D.), Law
Northcentral University 2011 — 2013
Master of Business Administration (MBA), Human Resources Management
College of New Rochelle 1981 — 1985
BS, Art Therapy/ Art Education
Oregon Institute of Technology September 2014 - Present
Colby-Sawyer College 2012 - Present
Colby-Sawyer College August 2007 - August 2012
Philharmonic Center for the Arts October 2002 - August 2007
The Drax Group February 2000 - September 2002
Brown & Brown May 1997 - February 2000
Boston Financial Data Services August 1995 - March 1997
Skills
Non-profits, Employee Relations, Conflict Resolution, New Hire Orientations, Organizational..., Human Resources, Higher Education, Leadership Development, Microsoft Office, Recruiting
Education
Northwestern California University 2005 — 2009
Doctor of Law (J.D.), Law
Northcentral University 2011 — 2013
Master of Business Administration (MBA), Human Resources Management
College of New Rochelle 1981 — 1985
BS, Art Therapy/ Art Education
Michael Pingree Michael Pingree's Boston Financial Data Services Experience 1999 - 2011
Job Call Center Professional
Industry Financial Services
Experience
Liaison-International 2012 - 2014
Liaison-International 2012 - 2014
Liaison-International 2012 - 2014
Boston Financial Data Services 1999 - 2011
Boston Financial Data Services 1999 - 2011
Boston Financial Data Services 1999 - 2011
Skills
Calls, Inbound Marketing, Customer Satisfaction, Cold Calling, Mutual Funds, Banking, Finance, Training, Call Centers, Telemarketing, CRM, Vendor Management, Process Improvement, Sales, Team Building, Relationship Management, Financial Services
Education
New England College of Business and Finance 2001 — 2003
Financial Studies Certificate, Mutual Funds and Banking, A
University of Massachusetts at Boston 1991 — 1995
Bachelor of Arts, Russian/English, Dean's List
Liaison-International 2012 - 2014
Liaison-International 2012 - 2014
Liaison-International 2012 - 2014
Boston Financial Data Services 1999 - 2011
Boston Financial Data Services 1999 - 2011
Boston Financial Data Services 1999 - 2011
Skills
Calls, Inbound Marketing, Customer Satisfaction, Cold Calling, Mutual Funds, Banking, Finance, Training, Call Centers, Telemarketing, CRM, Vendor Management, Process Improvement, Sales, Team Building, Relationship Management, Financial Services
Education
New England College of Business and Finance 2001 — 2003
Financial Studies Certificate, Mutual Funds and Banking, A
University of Massachusetts at Boston 1991 — 1995
Bachelor of Arts, Russian/English, Dean's List
Jim Whittemore Jim Whittemore's Boston Financial Data Services Experience 1982 - 1989
Job Failed Electronic Musician at Self
Industry Financial Services
Experience
Tekno Tunes January 1969 - Present
Sungard March 1997 - May 2009
Sungard Investor Accounting Systems 2000 - 2005
BISYS 1996 - 1997
T Rowe Price 1989 - 1996
Boston Financial Data Services 1982 - 1989
Skills
Transfer Agency, Mutual Funds, Business Analysis, Functional..., Requirements Gathering, Customer Relations, Process Improvement, Compliance, Business Process Design, Problem Solving, Back Office, Access, Vendor Management, Corporate Actions, Change Management, Fund Administration, SDLC, PMO, Outsourcing, Product Development, Risk Management, Customer Service, Business Process..., Financial Services, Requirements Analysis, Business Requirements, Relationship Management, Systems Analysis
Education
New York University 1971 — 1975
BA, English Lit, Philosophy, Journalism
Delbarton Prep 1968 — 1971
HS '72
Tekno Tunes January 1969 - Present
Sungard March 1997 - May 2009
Sungard Investor Accounting Systems 2000 - 2005
BISYS 1996 - 1997
T Rowe Price 1989 - 1996
Boston Financial Data Services 1982 - 1989
Skills
Transfer Agency, Mutual Funds, Business Analysis, Functional..., Requirements Gathering, Customer Relations, Process Improvement, Compliance, Business Process Design, Problem Solving, Back Office, Access, Vendor Management, Corporate Actions, Change Management, Fund Administration, SDLC, PMO, Outsourcing, Product Development, Risk Management, Customer Service, Business Process..., Financial Services, Requirements Analysis, Business Requirements, Relationship Management, Systems Analysis
Education
New York University 1971 — 1975
BA, English Lit, Philosophy, Journalism
Delbarton Prep 1968 — 1971
HS '72
Gregg Boland Gregg Boland's Boston Financial Data Services Experience 1995 - 1999
Job VP Service Center Operations at Harbor Services Group, Inc.
Industry Financial Services
Experience
Harbor Services Group, Inc. June 2007 - Present
SunTrust Bank June 2005 - June 2007
Natixis Global Associates April 2000 - June 2005
Massachusetts Financial Services Company March 1999 - April 2000
Boston Financial Data Services 1995 - 1999
Applied Mailing Services (First Data) February 1994 - March 1995
Boston Financial Data Services January 1988 - February 1994
Skills
CRM, New Business Development, Financial Services, Project Management, Mutual Funds, Vendor Management, Series 63, Risk Management, Relationship Management, Series 6, Series 26, SharePoint, Operations Management, Program Development, Program Management, Strategic Thinking, Process Improvement, Management, Change Management, Business Analysis, Analysis, Leadership, Start-ups
Education
Northeastern University 1992 — 1998
Business Management & Management Information Systems
Quinlan School of Business, Loyola University Chicago
Harbor Services Group, Inc. June 2007 - Present
SunTrust Bank June 2005 - June 2007
Natixis Global Associates April 2000 - June 2005
Massachusetts Financial Services Company March 1999 - April 2000
Boston Financial Data Services 1995 - 1999
Applied Mailing Services (First Data) February 1994 - March 1995
Boston Financial Data Services January 1988 - February 1994
Skills
CRM, New Business Development, Financial Services, Project Management, Mutual Funds, Vendor Management, Series 63, Risk Management, Relationship Management, Series 6, Series 26, SharePoint, Operations Management, Program Development, Program Management, Strategic Thinking, Process Improvement, Management, Change Management, Business Analysis, Analysis, Leadership, Start-ups
Education
Northeastern University 1992 — 1998
Business Management & Management Information Systems
Quinlan School of Business, Loyola University Chicago
Jenny Bowser Jenny Bowser's Boston Financial Data Services Experience July 2006 - July 2013
Job Senior Learning Consultant at DST Retirement Solutions
Industry Financial Services
Experience
DST Retirement Solutions January 2015 - Present
Simmons College August 2013 - January 2015
Boston Financial Data Services July 2006 - July 2013
CitiStreet July 2004 - July 2006
Federated Investors October 1999 - July 2004
Zurich Scudder Investments 1997 - 1999
Fidelity Investments 1995 - 1995
Fidelity Investments 1995 - 1995
Skills
Instructional Design, Adult Education, Instructor-led Training, Training Delivery, Curriculum Design, Adobe Connect..., Qualified Retirement..., Articulate Suite, Captivate 6, Adobe Connect, Training, Needs Analysis, Blended Learning, Captivate, Learning Management..., Leadership, Visio, Creative Writing, Leadership Development, Camtasia, ADDIE, E-Learning, Learning Management, Performance Consulting, Lectora, Workshop Facilitation, SnagIt, Hands-on Training, Adult Learning Theory, Moodle, Employee Training, Organizational..., Technical Writing, Distance Learning, Staff Development, Instructional Technology, Knowledge Management, Career Development, Technical Training
Education
University of Massachusetts Boston 2008 — 2013
Master of Education (M.Ed.), Instructional Design
Northeastern University 1998 — 2001
Bachelor of Science, Education
Riverside High School 1982 — 1985
Virtual Training- NetSpeed
DST Retirement Solutions January 2015 - Present
Simmons College August 2013 - January 2015
Boston Financial Data Services July 2006 - July 2013
CitiStreet July 2004 - July 2006
Federated Investors October 1999 - July 2004
Zurich Scudder Investments 1997 - 1999
Fidelity Investments 1995 - 1995
Fidelity Investments 1995 - 1995
Skills
Instructional Design, Adult Education, Instructor-led Training, Training Delivery, Curriculum Design, Adobe Connect..., Qualified Retirement..., Articulate Suite, Captivate 6, Adobe Connect, Training, Needs Analysis, Blended Learning, Captivate, Learning Management..., Leadership, Visio, Creative Writing, Leadership Development, Camtasia, ADDIE, E-Learning, Learning Management, Performance Consulting, Lectora, Workshop Facilitation, SnagIt, Hands-on Training, Adult Learning Theory, Moodle, Employee Training, Organizational..., Technical Writing, Distance Learning, Staff Development, Instructional Technology, Knowledge Management, Career Development, Technical Training
Education
University of Massachusetts Boston 2008 — 2013
Master of Education (M.Ed.), Instructional Design
Northeastern University 1998 — 2001
Bachelor of Science, Education
Riverside High School 1982 — 1985
Virtual Training- NetSpeed
Norm Stembridge Norm Stembridge's Boston Financial Data Services Experience August 2013 - June 2015
Job Customer Focused IT Professional
Industry Information Technology and Services
Experience
Roxbury Strategic Master Plan Oversight Committee May 2004 - Present
Boston Financial Data Services August 2013 - June 2015
MurTech Consulting June 2012 - July 2013
Rozsa Tax Enterprises December 2012 - June 2013
Liberty Tax Service December 2011 - December 2012
Staples June 2011 - October 2012
Newton at Home March 2011 - June 2011
Bank of America/Fleet Bank/Bank of Boston April 1999 - March 2009
Bank of America July 2007 - February 2009
Bank of America January 2004 - June 2007
Skills
Systems Analysis, System Administration, MCSE, Microsoft Office, IT Operations, Team Leadership, Banking, Customer Service, Tax Preparation, Cross-functional Team..., Process Improvement, Project Management, Disaster Recovery, Requirements Analysis, Strategic Planning, Microsoft Certified..., Business Analysis, Mainframe, ITIL
Education
New Horizons Computer Learning Center
Microsoft Certified Systems Engineer
Norfolk State University
B.A., Economics
Roxbury Strategic Master Plan Oversight Committee May 2004 - Present
Boston Financial Data Services August 2013 - June 2015
MurTech Consulting June 2012 - July 2013
Rozsa Tax Enterprises December 2012 - June 2013
Liberty Tax Service December 2011 - December 2012
Staples June 2011 - October 2012
Newton at Home March 2011 - June 2011
Bank of America/Fleet Bank/Bank of Boston April 1999 - March 2009
Bank of America July 2007 - February 2009
Bank of America January 2004 - June 2007
Skills
Systems Analysis, System Administration, MCSE, Microsoft Office, IT Operations, Team Leadership, Banking, Customer Service, Tax Preparation, Cross-functional Team..., Process Improvement, Project Management, Disaster Recovery, Requirements Analysis, Strategic Planning, Microsoft Certified..., Business Analysis, Mainframe, ITIL
Education
New Horizons Computer Learning Center
Microsoft Certified Systems Engineer
Norfolk State University
B.A., Economics
Karen Ruggiero Karen Ruggiero's Boston Financial Data Services Experience April 2009 - October 2011
Job Owner, Judith Grossman Decorating
Industry Design
Experience
Judith Grossman Decorating January 2012 - Present
Boston Financial Data Services April 2009 - October 2011
Domestic Bank August 2003 - September 2008
Skills
Home, Organizational..., Leadership, Mortgage Lending, Strategic Planning, Customer Service, Marketing Strategy, Microsoft Office, Coaching, Project Management, Performance Management, Team Building, Training, Sales, Sales Management, Change Management, Budget, Negotiation, Business Development, Recruiting, Budgets, CRM, Marketing, New Business Development
Education
Northeastern University 1995 — 2006
BS, Finance
Judith Grossman Decorating January 2012 - Present
Boston Financial Data Services April 2009 - October 2011
Domestic Bank August 2003 - September 2008
Skills
Home, Organizational..., Leadership, Mortgage Lending, Strategic Planning, Customer Service, Marketing Strategy, Microsoft Office, Coaching, Project Management, Performance Management, Team Building, Training, Sales, Sales Management, Change Management, Budget, Negotiation, Business Development, Recruiting, Budgets, CRM, Marketing, New Business Development
Education
Northeastern University 1995 — 2006
BS, Finance
Nemy Freeman's Boston Financial Data Services Experience December 2007 - Present
Job Life Insurance, Health Insurance, and Annuities Agent at New York LIfe Insurance Company
Industry Financial Services
Experience
BFDS Midwest August 2013 - Present
Boston Financial Data Services December 2007 - Present
Commerce Bank August 2003 - December 2006
Commerce Bank January 2001 - January 2006
Skills
Customer Service, Securities, Financial Services, Mutual Funds, Training, Loans, Equities, Strategic Financial..., Project Planning, IRAs, Retirement, Retirement Planning, Relationship Management, Asset Allocation, Mortgage Lending, Investment Strategies, Management, Fixed Annuities, Microsoft Office, Funding, Risk Management, Process Improvement, Employee Benefits, Banking, Asset Management, Credit Cards, Wealth Management, Investments, 401k, Public Speaking, Financial Risk, AML, Financial Planning
Education
National American University 2010 — 2013
BS, Business Administration/ Financial Management
University of Phoenix 2009 — 2010
Bachelor of Science, Business Administration
Central Missouri State University 1995 — 1998
BS, Pycholog/Criminal Justice
BFDS Midwest August 2013 - Present
Boston Financial Data Services December 2007 - Present
Commerce Bank August 2003 - December 2006
Commerce Bank January 2001 - January 2006
Skills
Customer Service, Securities, Financial Services, Mutual Funds, Training, Loans, Equities, Strategic Financial..., Project Planning, IRAs, Retirement, Retirement Planning, Relationship Management, Asset Allocation, Mortgage Lending, Investment Strategies, Management, Fixed Annuities, Microsoft Office, Funding, Risk Management, Process Improvement, Employee Benefits, Banking, Asset Management, Credit Cards, Wealth Management, Investments, 401k, Public Speaking, Financial Risk, AML, Financial Planning
Education
National American University 2010 — 2013
BS, Business Administration/ Financial Management
University of Phoenix 2009 — 2010
Bachelor of Science, Business Administration
Central Missouri State University 1995 — 1998
BS, Pycholog/Criminal Justice
Nicole MacDonald's Boston Financial Data Services Experience July 2015 - Present
Job Learning & Organizational Development Management
Industry Human Resources
Experience
Boston Financial Data Services July 2015 - Present
LoJack Corporation April 2014 - May 2015
Universal Technical Institute September 2008 - March 2014
Univeral Technical Institute April 2009 - April 2010
Ropes & Gray LLP June 2005 - May 2008
State Street Corporation March 1998 - June 2000
Catapult Software Training Company March 1996 - March 1998
State Street Bank August 1992 - March 1996
Skills
Leadership, Campus, Adult Education, Staff Development, Leadership Development, Conflict Resolution, Organizational..., Public Speaking, Coaching, Employee Relations, Strategic Leadership, Talent Management, Training, Management, Instructor-led Training, Team Building, Teaching, Process Improvement, Performance Management, Budgets, Employee Training, Resume Writing, Admissions, Change Management, Onboarding, E-Learning, Interviews, Instructional Design, Recruiting, Customer Service, Higher Education, Career Development
Education
Northeastern University 2011 — 2012
Masters of Science, Leadership, 3.9
Northeastern University 2009 — 2011
Bachelor of Science, Leadership, 3.85
Aquinas College of Milton 1989 — 1991
A.S., Excecutive Secretary
Boston Financial Data Services July 2015 - Present
LoJack Corporation April 2014 - May 2015
Universal Technical Institute September 2008 - March 2014
Univeral Technical Institute April 2009 - April 2010
Ropes & Gray LLP June 2005 - May 2008
State Street Corporation March 1998 - June 2000
Catapult Software Training Company March 1996 - March 1998
State Street Bank August 1992 - March 1996
Skills
Leadership, Campus, Adult Education, Staff Development, Leadership Development, Conflict Resolution, Organizational..., Public Speaking, Coaching, Employee Relations, Strategic Leadership, Talent Management, Training, Management, Instructor-led Training, Team Building, Teaching, Process Improvement, Performance Management, Budgets, Employee Training, Resume Writing, Admissions, Change Management, Onboarding, E-Learning, Interviews, Instructional Design, Recruiting, Customer Service, Higher Education, Career Development
Education
Northeastern University 2011 — 2012
Masters of Science, Leadership, 3.9
Northeastern University 2009 — 2011
Bachelor of Science, Leadership, 3.85
Aquinas College of Milton 1989 — 1991
A.S., Excecutive Secretary
Rachael Ferris's Boston Financial Data Services Experience January 2014 - Present
Job Compliance & Risk Analyst II at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services January 2014 - Present
Boston Financial Data Services February 2007 - January 2014
Boston Financial Data Services July 2004 - February 2007
Federated Investors, Inc. January 2004 - June 2004
Federated Investors, Inc. April 2000 - January 2004
Skills
Microsoft Excel, Process Improvement, AML, Fraud, Risk Management, Call Centers, Anti Money Laundering, Mutual Funds, Investments, Portfolio Management, Securities
Education
Newbury College 1991 — 1993
Culinary Arts
Archbishop Williams HS 1987 — 1991
Boston Financial Data Services January 2014 - Present
Boston Financial Data Services February 2007 - January 2014
Boston Financial Data Services July 2004 - February 2007
Federated Investors, Inc. January 2004 - June 2004
Federated Investors, Inc. April 2000 - January 2004
Skills
Microsoft Excel, Process Improvement, AML, Fraud, Risk Management, Call Centers, Anti Money Laundering, Mutual Funds, Investments, Portfolio Management, Securities
Education
Newbury College 1991 — 1993
Culinary Arts
Archbishop Williams HS 1987 — 1991
Natasha Amoroso's Boston Financial Data Services Experience 1999 - 2000
Job Executive Assistant to President/ Manager at Chrissi's Cafe & Ipswich Shellfish Market
Industry Fishery
Experience
Ipswich Shellfish Group June 2015 - Present
Ipswich Shellfish Group February 2015 - June 2015
Slade Gorton 2006 - February 2015
Slade Gorton 2004 - 2006
THE CHRISTENSEN GROUP 2003 - 2004
Slade Gorton 2001 - 2003
Fidelity Investments 2000 - 2001
Boston Financial Data Services 1999 - 2000
SLADE GORTON & CO, INC 1994 - 1999
Education
North Shore Community College
Legal Assistant/Paralegal
Ipswich Shellfish Group June 2015 - Present
Ipswich Shellfish Group February 2015 - June 2015
Slade Gorton 2006 - February 2015
Slade Gorton 2004 - 2006
THE CHRISTENSEN GROUP 2003 - 2004
Slade Gorton 2001 - 2003
Fidelity Investments 2000 - 2001
Boston Financial Data Services 1999 - 2000
SLADE GORTON & CO, INC 1994 - 1999
Education
North Shore Community College
Legal Assistant/Paralegal
June Keane June Keane's Boston Financial Data Services Experience 1993 - 1994
Job Controller at Moran Environmental Recovery LLC
Industry Accounting
Experience
Moran Environmental Recovery LLC March 2012 - Present
Benemax, Inc. November 2010 - March 2012
Needel, Welch & Stone, P.C. September 2000 - March 2010
Wolf & Company, P.C. September 1997 - September 2000
The Venetian Restaurant April 1996 - June 1997
Boston Financial Data Services 1993 - 1994
Skills
Financial Reporting, Accounting, Auditing, Internal Controls, Tax, GAAP, SEC filings, US GAAP, General Ledger, CPA, Financial Accounting, Sarbanes-Oxley Act, Revenue Recognition, Corporate Tax, Financial Statements, Tax Preparation, Account Reconciliation, Cash Flow, Financial Analysis
Education
Northeastern University 1992 — 1997
BSBA, Accounting
Weymouth High School 1988 — 1992
Moran Environmental Recovery LLC March 2012 - Present
Benemax, Inc. November 2010 - March 2012
Needel, Welch & Stone, P.C. September 2000 - March 2010
Wolf & Company, P.C. September 1997 - September 2000
The Venetian Restaurant April 1996 - June 1997
Boston Financial Data Services 1993 - 1994
Skills
Financial Reporting, Accounting, Auditing, Internal Controls, Tax, GAAP, SEC filings, US GAAP, General Ledger, CPA, Financial Accounting, Sarbanes-Oxley Act, Revenue Recognition, Corporate Tax, Financial Statements, Tax Preparation, Account Reconciliation, Cash Flow, Financial Analysis
Education
Northeastern University 1992 — 1997
BSBA, Accounting
Weymouth High School 1988 — 1992
Sarah Manfredo Sarah Manfredo's Boston Financial Data Services Experience January 2013 - June 2013
Job Account Executive at Blueberry Broadcasting
Industry Marketing and Advertising
Experience
Blueberry Broadcasting October 2014 - Present
Target Marketing Maine June 2013 - October 2014
Boston Financial Data Services January 2013 - June 2013
Oakwood Equestrian Center March 2012 - January 2013
Skills
Advertising Sales, Radio, Radio Advertising, Radio Broadcasting, Advertising, Radio Promotions, Customer Service, English, Public Speaking, Strategic Planning, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Research, Outlook, Budgets, Windows, Teaching, Photoshop, Negotiation, Editing, Java, Direct Mail, Meet Deadlines, Sales, Time Management, Deadline Driven, Social Media, Deadline Oriented, Data Collection, Marketing
Education
New England School of Communications 2003 — 2005
Associate of Arts and Sciences (A.A.S.), Sales/ Public Relations
Blueberry Broadcasting October 2014 - Present
Target Marketing Maine June 2013 - October 2014
Boston Financial Data Services January 2013 - June 2013
Oakwood Equestrian Center March 2012 - January 2013
Skills
Advertising Sales, Radio, Radio Advertising, Radio Broadcasting, Advertising, Radio Promotions, Customer Service, English, Public Speaking, Strategic Planning, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Research, Outlook, Budgets, Windows, Teaching, Photoshop, Negotiation, Editing, Java, Direct Mail, Meet Deadlines, Sales, Time Management, Deadline Driven, Social Media, Deadline Oriented, Data Collection, Marketing
Education
New England School of Communications 2003 — 2005
Associate of Arts and Sciences (A.A.S.), Sales/ Public Relations
Darrell L. James's Boston Financial Data Services Experience November 1999 - May 2014
Job Inbound Fraud Specialist at U.S. Bank
Industry Banking
Experience
U.S. Bank June 2015 - Present
ModSpace November 2014 - May 2015
Self Employed June 2014 - October 2014
Boston Financial Data Services November 1999 - May 2014
Complete--DJ Photography Videography Photo Booth July 1999 - December 2013
Taco Bell January 1982 - October 1999
Skills
Customer Service, Music, Public Speaking, Microsoft Office, Finance, Photography, Social Networking, Microsoft Excel, Leadership, Emcee, Event Planning, Outlook, Operations Management, Management, Team Leadership, Retail, DJ, Process Scheduler, Coaching, Problem Analysis, Problem Solving, People Skills, Engaging People, Intuitive Leadership, Collaborative Problem..., Relationship Building, Relationship Management, Job Coaching
Education
MidAmerica Nazarene University
Music Education
U.S. Bank June 2015 - Present
ModSpace November 2014 - May 2015
Self Employed June 2014 - October 2014
Boston Financial Data Services November 1999 - May 2014
Complete--DJ Photography Videography Photo Booth July 1999 - December 2013
Taco Bell January 1982 - October 1999
Skills
Customer Service, Music, Public Speaking, Microsoft Office, Finance, Photography, Social Networking, Microsoft Excel, Leadership, Emcee, Event Planning, Outlook, Operations Management, Management, Team Leadership, Retail, DJ, Process Scheduler, Coaching, Problem Analysis, Problem Solving, People Skills, Engaging People, Intuitive Leadership, Collaborative Problem..., Relationship Building, Relationship Management, Job Coaching
Education
MidAmerica Nazarene University
Music Education
Eric J Amaral, CPA Eric J Amaral, CPA's Boston Financial Data Services Experience November 2004 - December 2006
Job Manager FSO Audit and Assurance at Ernst & Young
Industry Financial Services
Experience
Ernst & Young, LLP January 2007 - Present
Boston Financial Data Services November 2004 - December 2006
AON Worksite Solutions January 2003 - April 2004
Skills
Financial Reporting, IFRS, Accounting, Auditing, External Audit, Sarbanes-Oxley Act, Financial Accounting, US GAAP, Financial Analysis, Assurance, GAAP, Internal Controls, Private Equity, Hedge Funds, Banking, Commercial Real Estate, Real Estate Transactions, Alternative Investments, Public Companies, Public Company..., SOC 1, SOC 2, SAS70, Business Advisory, Corporate Advisory, Mutual Funds, Financial Services
Education
Northeastern University 2006 — 2007
MBA/MSA, Accounting and Business/Management
University of Rhode Island 1998 — 2002
BS, Applied Economics
Ernst & Young, LLP January 2007 - Present
Boston Financial Data Services November 2004 - December 2006
AON Worksite Solutions January 2003 - April 2004
Skills
Financial Reporting, IFRS, Accounting, Auditing, External Audit, Sarbanes-Oxley Act, Financial Accounting, US GAAP, Financial Analysis, Assurance, GAAP, Internal Controls, Private Equity, Hedge Funds, Banking, Commercial Real Estate, Real Estate Transactions, Alternative Investments, Public Companies, Public Company..., SOC 1, SOC 2, SAS70, Business Advisory, Corporate Advisory, Mutual Funds, Financial Services
Education
Northeastern University 2006 — 2007
MBA/MSA, Accounting and Business/Management
University of Rhode Island 1998 — 2002
BS, Applied Economics
Angela Huynh Angela Huynh's Boston Financial Data Services Experience June 1998 - February 1999
Job Real Estate Professional
Industry Real Estate
Experience
StartPoint Realty September 2007 - Present
Accountemps March 2008 - February 2009
Accountemps February 2008 - March 2008
Excel Proerties, Inc. June 2006 - September 2007
GLS Mortgage Services March 2005 - September 2007
Sun Life Financial July 2000 - February 2004
John Hancock Financial Services September 1998 - June 2000
Boston Financial Data Services June 1998 - February 1999
Skills
First Time Home Buyers, Buyer Representation, Customer Service, Marketing, Marketing Strategy, Sales Management, Sales, Sellers, Short Sales, Foreclosures, Single Family Homes, Team Building, Vietnamese, Real Estate Transactions, Referrals, Selling, Investment Properties, Real Estate, Investors
Education
Northeastern University 1995 — 2000
Bachelor's Degree, MIS and Finance
StartPoint Realty September 2007 - Present
Accountemps March 2008 - February 2009
Accountemps February 2008 - March 2008
Excel Proerties, Inc. June 2006 - September 2007
GLS Mortgage Services March 2005 - September 2007
Sun Life Financial July 2000 - February 2004
John Hancock Financial Services September 1998 - June 2000
Boston Financial Data Services June 1998 - February 1999
Skills
First Time Home Buyers, Buyer Representation, Customer Service, Marketing, Marketing Strategy, Sales Management, Sales, Sellers, Short Sales, Foreclosures, Single Family Homes, Team Building, Vietnamese, Real Estate Transactions, Referrals, Selling, Investment Properties, Real Estate, Investors
Education
Northeastern University 1995 — 2000
Bachelor's Degree, MIS and Finance
Jim Dorman Jim Dorman's Boston Financial Data Services Experience July 1995 - March 2001
Job Writer, Editor, Tutor
Industry Writing and Editing
Experience
Abington High School November 2011 - Present
Abington High School December 2010 - Present
Abington High School August 2004 - Present
Jim Dorman September 2003 - Present
Self employed January 2000 - Present
Adecco Staffing/Equiserve May 2001 - April 2002
Boston Financial Data Services July 1995 - March 2001
Keyport Life Insurance Company October 1982 - April 1995
Skills
Editing, Media Relations, Public Relations, Writing, Customer Service, Research, Social Media, Public Speaking, Entertainment, Customer Relations, Journalism, Newspapers, Advertising, Storytelling, Feature Articles, Publications, Management, Photo Editor, AP Style, Fundraising, Publicity, Leadership, Project Management
Education
Merrimack College 1980 — 1982
BS, Marketing
Nasson College 1978 — 1980
Earned Credits Toward BS, Marketing
Abington High School November 2011 - Present
Abington High School December 2010 - Present
Abington High School August 2004 - Present
Jim Dorman September 2003 - Present
Self employed January 2000 - Present
Adecco Staffing/Equiserve May 2001 - April 2002
Boston Financial Data Services July 1995 - March 2001
Keyport Life Insurance Company October 1982 - April 1995
Skills
Editing, Media Relations, Public Relations, Writing, Customer Service, Research, Social Media, Public Speaking, Entertainment, Customer Relations, Journalism, Newspapers, Advertising, Storytelling, Feature Articles, Publications, Management, Photo Editor, AP Style, Fundraising, Publicity, Leadership, Project Management
Education
Merrimack College 1980 — 1982
BS, Marketing
Nasson College 1978 — 1980
Earned Credits Toward BS, Marketing
Laura Raftery Laura Raftery's Boston Financial Data Services Experience October 2005 - Present
Job Service Specialist at Boston Financial
Industry Financial Services
Experience
Boston Financial Data Services October 2005 - Present
Partners HealthCare July 2004 - June 2005
State Street March 1986 - August 2003
State Street Corporation March 1986 - August 2003
Skills
Excel, PowerPoint, Bloomberg Terminal, Mutual Funds, Securities, Process Improvement, Microsoft Office, Customer Service, Microsoft Word, Project Management, Asset Managment, Sales, Access, Financial Analysis, Customer Satisfaction, Microsoft Excel, Risk Management, Investments, Call Centers, Business Analysis, Financial Services, Fund Accounting, Outlook
Education
Fisher Junior College
Business
Northeastern University
Human Services
Norwell High School
College Prep
Boston Financial Data Services October 2005 - Present
Partners HealthCare July 2004 - June 2005
State Street March 1986 - August 2003
State Street Corporation March 1986 - August 2003
Skills
Excel, PowerPoint, Bloomberg Terminal, Mutual Funds, Securities, Process Improvement, Microsoft Office, Customer Service, Microsoft Word, Project Management, Asset Managment, Sales, Access, Financial Analysis, Customer Satisfaction, Microsoft Excel, Risk Management, Investments, Call Centers, Business Analysis, Financial Services, Fund Accounting, Outlook
Education
Fisher Junior College
Business
Northeastern University
Human Services
Norwell High School
College Prep
Kristin Hamel Kristin Hamel's Boston Financial Data Services Experience May 2009 - Present
Job Senior Audit Specialist at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services May 2009 - Present
Boston Financial Data Services June 2007 - May 2009
Skills
Auditing, Risk Management
Education
Merrimack College 2003 — 2007
Bachelor of Arts (B.A.), Communication
Boston Financial Data Services May 2009 - Present
Boston Financial Data Services June 2007 - May 2009
Skills
Auditing, Risk Management
Education
Merrimack College 2003 — 2007
Bachelor of Arts (B.A.), Communication
Tyrone Alcorn Tyrone Alcorn's Boston Financial Data Services Experience October 1995 - February 2008
Job CEO at N The Moment Entertainment
Industry Financial Services
Experience
N The Moment Entertainment February 2012 - Present
RBS Citizens Group March 2008 - January 2009
Boston Financial Data Services October 1995 - February 2008
Skills
Acting, Public Speaking, Customer Service, Film, Microsoft Word, Voice Over, Theatre, Entertainment, Social Media, Creative Writing, Microsoft Office, Directing, Social Networking, Microsoft Excel, Film Production, Screenwriting, Producing, Facebook, Feature Films, Social Media Marketing, Short Films, Editing
Education
New England College of Business and Finance 2005 — 2007
Norfolk State University 1988 — 1989
N The Moment Entertainment February 2012 - Present
RBS Citizens Group March 2008 - January 2009
Boston Financial Data Services October 1995 - February 2008
Skills
Acting, Public Speaking, Customer Service, Film, Microsoft Word, Voice Over, Theatre, Entertainment, Social Media, Creative Writing, Microsoft Office, Directing, Social Networking, Microsoft Excel, Film Production, Screenwriting, Producing, Facebook, Feature Films, Social Media Marketing, Short Films, Editing
Education
New England College of Business and Finance 2005 — 2007
Norfolk State University 1988 — 1989
Andrew Kvilhaug Andrew Kvilhaug's Boston Financial Data Services Experience May 2000 - Present
Job Senior Knowledge Analyst at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services May 2000 - Present
Tom Chevrolet Hyundai Geo June 1997 - March 2000
Skills
Business Analysis, SDLC, SharePoint, SharePoint Designer, Process Improvement, Systems Analysis, Vendor Management, Requirements Analysis, Software Documentation, Analysis, Technical Writing, Project Management, Mutual Funds, Change Management, Business Intelligence, Program Management, Research, Training, Agile Methodologies, Knowledge Management, Knowledge Base, Knowledge-based Systems, Certified Knowledge..., Knowledge Engineering, Financial Services, Requirements Gathering, Business Process, Financial Analysis, Visio, Testing, Business Requirements, Relationship Management, Data Analysis, Business Process..., Risk Management, CRM, Access, Analytics, Financial Modeling, User Acceptance Testing
Education
New England College of Business and Finance 2004 — 2007
Bachelor of Science (BS), Banking and Financial Support Services
Norton High School 1993 — 1997
Boston Financial Data Services May 2000 - Present
Tom Chevrolet Hyundai Geo June 1997 - March 2000
Skills
Business Analysis, SDLC, SharePoint, SharePoint Designer, Process Improvement, Systems Analysis, Vendor Management, Requirements Analysis, Software Documentation, Analysis, Technical Writing, Project Management, Mutual Funds, Change Management, Business Intelligence, Program Management, Research, Training, Agile Methodologies, Knowledge Management, Knowledge Base, Knowledge-based Systems, Certified Knowledge..., Knowledge Engineering, Financial Services, Requirements Gathering, Business Process, Financial Analysis, Visio, Testing, Business Requirements, Relationship Management, Data Analysis, Business Process..., Risk Management, CRM, Access, Analytics, Financial Modeling, User Acceptance Testing
Education
New England College of Business and Finance 2004 — 2007
Bachelor of Science (BS), Banking and Financial Support Services
Norton High School 1993 — 1997
Loretta Akins Loretta Akins's Boston Financial Data Services Experience October 2006 - March 2008
Job Dealer Services Associate at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed March 2008 - Present
Boston Financial Data Services October 2006 - March 2008
Education
Metropolitan Community College-Penn Valley 2011 — 2013
Raytown High School 1996 — 2000
Waddell & Reed March 2008 - Present
Boston Financial Data Services October 2006 - March 2008
Education
Metropolitan Community College-Penn Valley 2011 — 2013
Raytown High School 1996 — 2000
Orinne McCloskey Orinne McCloskey's Boston Financial Data Services Experience 1981 - 1993
Job Vice President & Senior Tax Product Manager, Global Tax Services
Industry Banking
Experience
Brown Brothers Harriman March 2006 - Present
Citibank 2005 - 2006
EquiServe 2000 - 2005
State Street Bank & Trust Co. March 1998 - September 2000
First Data Investor Services Group August 1993 - March 1998
First Data Corporation 1993 - 1998
Boston Financial Data Services 1981 - 1993
Skills
FATCA, Securities, Global Custody, Tax, Risk Management, Financial Services, Business Analysis, Back Office, Financial Risk, Due Diligence, Process Improvement, Relationship Management, Operational Risk..., Business Process..., Mutual Funds, Client Services, Business Requirements, Transfer Agency, Vendor Management, Management, Operational Risk
Education
Northeastern University 1982 — 1986
B.S., Management, Marketing
Brown Brothers Harriman March 2006 - Present
Citibank 2005 - 2006
EquiServe 2000 - 2005
State Street Bank & Trust Co. March 1998 - September 2000
First Data Investor Services Group August 1993 - March 1998
First Data Corporation 1993 - 1998
Boston Financial Data Services 1981 - 1993
Skills
FATCA, Securities, Global Custody, Tax, Risk Management, Financial Services, Business Analysis, Back Office, Financial Risk, Due Diligence, Process Improvement, Relationship Management, Operational Risk..., Business Process..., Mutual Funds, Client Services, Business Requirements, Transfer Agency, Vendor Management, Management, Operational Risk
Education
Northeastern University 1982 — 1986
B.S., Management, Marketing
Tonya Cole Tonya Cole's Boston Financial Data Services Experience November 1997 - Present
Job Control Service Specialist at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services November 1997 - Present
Citizens Bank January 1993 - October 1997
Project Star Daycare September 1989 - September 1993
Skills
Securities, Mutual Funds, Financial Services, Process Improvement, Investments, Risk Management, Financial Analysis, Account Reconciliation
Education
New England Banking Institute 1994 — 1995
Certificate Of Completion, Computer Programming
Mount Ida College 1985 — 1987
Associate of Science (A.S.), Computer Systems Analysis, b
Boston Financial Data Services November 1997 - Present
Citizens Bank January 1993 - October 1997
Project Star Daycare September 1989 - September 1993
Skills
Securities, Mutual Funds, Financial Services, Process Improvement, Investments, Risk Management, Financial Analysis, Account Reconciliation
Education
New England Banking Institute 1994 — 1995
Certificate Of Completion, Computer Programming
Mount Ida College 1985 — 1987
Associate of Science (A.S.), Computer Systems Analysis, b
Diane Hrenko Diane Hrenko's Boston Financial Data Services Experience 1998 - 2000
Job Senior Business Manager at UMass Medical School, Center for Health Care Financing
Industry Financial Services
Experience
UMass Medical School, Center for Health Care Financing February 2005 - Present
Investors Bank & Trust 2002 - 2005
John Hancock Life Insurance Company (U.S.A.) 2000 - 2002
Boston Financial Data Services 1998 - 2000
Skills
Strategic Planning, Management, Project Management, Analysis, Business Analysis, Program Management, Data Analysis, Healthcare, Process Improvement, Cross-functional Team..., Leadership, Research, Microsoft Office, Budgets, Accounting, Finance, Financial Reporting, Team Building, Team Leadership, Staff Management, Financial Analysis, Financial Accounting, Staff Development, Healthcare Information..., Presentation Development, Presentation Skills, Spreadsheets, Teamwork, Team Motivation, Business Development, Business Planning, Customer Service, Contract Management, Government Contracting, Internal Controls, Quality Control, Organizational..., Event Management, Event Planning, Forecasting, Nonprofits, Operations Management, Quality Assurance, Risk Management, Business Strategy, Team Management, Vendor Management
Education
Suffolk University - Sawyer Business School 2002 — 2004
Masters, Business Administration
Northeastern University 1997 — 2002
Bachelors, Business Administration
UMass Medical School, Center for Health Care Financing February 2005 - Present
Investors Bank & Trust 2002 - 2005
John Hancock Life Insurance Company (U.S.A.) 2000 - 2002
Boston Financial Data Services 1998 - 2000
Skills
Strategic Planning, Management, Project Management, Analysis, Business Analysis, Program Management, Data Analysis, Healthcare, Process Improvement, Cross-functional Team..., Leadership, Research, Microsoft Office, Budgets, Accounting, Finance, Financial Reporting, Team Building, Team Leadership, Staff Management, Financial Analysis, Financial Accounting, Staff Development, Healthcare Information..., Presentation Development, Presentation Skills, Spreadsheets, Teamwork, Team Motivation, Business Development, Business Planning, Customer Service, Contract Management, Government Contracting, Internal Controls, Quality Control, Organizational..., Event Management, Event Planning, Forecasting, Nonprofits, Operations Management, Quality Assurance, Risk Management, Business Strategy, Team Management, Vendor Management
Education
Suffolk University - Sawyer Business School 2002 — 2004
Masters, Business Administration
Northeastern University 1997 — 2002
Bachelors, Business Administration
Ernie Flippo Ernie Flippo's Boston Financial Data Services Experience December 1997 - Present
Job Regulatory/Special Projects Mgr Legal Dept at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services December 1997 - Present
State Street February 1988 - December 1997
Education
Rice University 1967 — 1971
Literature, Anthropology
Northeastern University
Bachelor of Arts (B.A.)
Boston Financial Data Services December 1997 - Present
State Street February 1988 - December 1997
Education
Rice University 1967 — 1971
Literature, Anthropology
Northeastern University
Bachelor of Arts (B.A.)
Tina Scheppers's Boston Financial Data Services Experience January 2011 - October 2011
Job Senior Client Relations Specialist at DST Systems
Industry Financial Services
Experience
DST Systems October 2010 - Present
Boston Financial Data Services January 2011 - October 2011
Boston Financial Data Services October 2009 - December 2010
Women's Employment Network May 2009 - December 2010
Helpers Inc. July 2009 - October 2009
Women's Employment Network March 2009 - May 2009
PRA International October 2005 - November 2008
American Century Investments April 1999 - October 2005
New Horizons Computer Learning Centers November 1997 - March 1999
Plexus Resource Group, Inc. February 1993 - October 1997
Skills
Business Analysis, Change Management, Customer Service, Data Analysis, Supervisory Skills, Coaching, Management, Project Management, Team Building, Visio, Vendor Management, Training, Leadership, Process Improvement, Analysis, Mentoring, Software Documentation, Program Management
Education
MidAmerica Nazarene University 2001 — 2003
B.A., Management and Human Relations
Pittsburg State University 1984 — 1986
Art Therapy and Social Work
Shawnee Mission East High School 1980 — 1983
Diploma, College Prep
DST Systems October 2010 - Present
Boston Financial Data Services January 2011 - October 2011
Boston Financial Data Services October 2009 - December 2010
Women's Employment Network May 2009 - December 2010
Helpers Inc. July 2009 - October 2009
Women's Employment Network March 2009 - May 2009
PRA International October 2005 - November 2008
American Century Investments April 1999 - October 2005
New Horizons Computer Learning Centers November 1997 - March 1999
Plexus Resource Group, Inc. February 1993 - October 1997
Skills
Business Analysis, Change Management, Customer Service, Data Analysis, Supervisory Skills, Coaching, Management, Project Management, Team Building, Visio, Vendor Management, Training, Leadership, Process Improvement, Analysis, Mentoring, Software Documentation, Program Management
Education
MidAmerica Nazarene University 2001 — 2003
B.A., Management and Human Relations
Pittsburg State University 1984 — 1986
Art Therapy and Social Work
Shawnee Mission East High School 1980 — 1983
Diploma, College Prep
Mishelle Shaffer's Boston Financial Data Services Experience 1988 - 1998
Job Accountant
Industry Accounting
Experience
County of San Diego February 2014 - Present
Accel-RF Instruments Corporation July 2011 - March 2015
Personal Strengths Publishing, Inc. February 2010 - December 2013
ViaSat November 2009 - February 2010
Luxtera July 2004 - September 2009
Pacific Western Bank June 2000 - May 2004
Johnson Richards and Company June 1999 - May 2000
ARL Transport LLC January 1999 - June 1999
Boston Financial Data Services 1988 - 1998
Skills
Accounting, Accounts Payable, Accounts Receivable, Journal Entries, Budget, Microsoft Office, Auditing, Microsoft Excel, Team Building, Microsoft Word, Payroll, Outlook, Process Improvement, Analysis, Leadership Development, Coaching, Customer Service, Change Management, Performance Management, Conflict Resolution, Organizational..., Budgets, Training, Purchasing, Program Management, Account Reconciliation, Time Management, Human Resources, Invoicing, Banking, Leadership, Financial Statements, Accruals, Management, Data Entry, QuickBooks
Education
California State University-San Marcos - College of Business Administration 2006 — 2012
B.S.B.A., Accounting
Palomar College 2004 — 2005
A.A., Liberal Arts & Sciences
MiraCosta College 2004 — 2005
Prep for Transfer, Spanish
County of San Diego February 2014 - Present
Accel-RF Instruments Corporation July 2011 - March 2015
Personal Strengths Publishing, Inc. February 2010 - December 2013
ViaSat November 2009 - February 2010
Luxtera July 2004 - September 2009
Pacific Western Bank June 2000 - May 2004
Johnson Richards and Company June 1999 - May 2000
ARL Transport LLC January 1999 - June 1999
Boston Financial Data Services 1988 - 1998
Skills
Accounting, Accounts Payable, Accounts Receivable, Journal Entries, Budget, Microsoft Office, Auditing, Microsoft Excel, Team Building, Microsoft Word, Payroll, Outlook, Process Improvement, Analysis, Leadership Development, Coaching, Customer Service, Change Management, Performance Management, Conflict Resolution, Organizational..., Budgets, Training, Purchasing, Program Management, Account Reconciliation, Time Management, Human Resources, Invoicing, Banking, Leadership, Financial Statements, Accruals, Management, Data Entry, QuickBooks
Education
California State University-San Marcos - College of Business Administration 2006 — 2012
B.S.B.A., Accounting
Palomar College 2004 — 2005
A.A., Liberal Arts & Sciences
MiraCosta College 2004 — 2005
Prep for Transfer, Spanish
Jayne Fasolino's Boston Financial Data Services Experience 1998 - 2004
Job Section ManagerClient Services/Operations at BNY Mellon Asset Servicing
Industry Financial Services
Experience
BNY Mellon March 2005 - January 2012
Boston Financial Data Services 1998 - 2004
Citizens Bank 1992 - 1998
Skills
Process Improvement, Customer Relations, Mutual Funds, Operations Management, Project Management, Financial Services, CRM, Banking, Microsoft Excel, Relationship Management, Investments, Customer Service, Finance, Financial Modeling, Portfolio Management
Education
Northeastern University 1993 — 2011
Bachelor of Science, Management
New England College of Finance
Financial Services Certificate, Financial Services
BNY Mellon March 2005 - January 2012
Boston Financial Data Services 1998 - 2004
Citizens Bank 1992 - 1998
Skills
Process Improvement, Customer Relations, Mutual Funds, Operations Management, Project Management, Financial Services, CRM, Banking, Microsoft Excel, Relationship Management, Investments, Customer Service, Finance, Financial Modeling, Portfolio Management
Education
Northeastern University 1993 — 2011
Bachelor of Science, Management
New England College of Finance
Financial Services Certificate, Financial Services
Justin Pleau's Boston Financial Data Services Experience March 2003 - Present
Job Business Analyst at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services March 2003 - Present
Skills
Requirements Analysis, Business Analysis, Requirements Gathering, Data Analysis
Education
Northeastern University 1999 — 2003
Criminal Justice/Law Enforcement Administration
Boston Financial Data Services March 2003 - Present
Skills
Requirements Analysis, Business Analysis, Requirements Gathering, Data Analysis
Education
Northeastern University 1999 — 2003
Criminal Justice/Law Enforcement Administration
Dan Trainor's Boston Financial Data Services Experience January 1995 - April 1996
Job Senior Consultant at Eagle Investment Systems LLC
Industry Information Technology and Services
Experience
Eagle Investment Systems LLC March 2005 - Present
MFS Investment Management 2003 - 2005
MFS Investment Management 2001 - 2003
MFS Investment Management October 1999 - December 2000
MFS Investment Management 1996 - 2000
MFS Investment Management May 1997 - October 1999
MFS Investment Management April 1996 - April 1997
Boston Financial Data Services January 1995 - April 1996
Boston Financial Data Services November 1994 - January 1995
Boston Financial Data Services December 1992 - November 1994
Skills
Securities, Fixed Income, Equities, Settlement, Trading Systems
Education
Merrimack College 1986 — 1990
Bachelor of Science
Eagle Investment Systems LLC March 2005 - Present
MFS Investment Management 2003 - 2005
MFS Investment Management 2001 - 2003
MFS Investment Management October 1999 - December 2000
MFS Investment Management 1996 - 2000
MFS Investment Management May 1997 - October 1999
MFS Investment Management April 1996 - April 1997
Boston Financial Data Services January 1995 - April 1996
Boston Financial Data Services November 1994 - January 1995
Boston Financial Data Services December 1992 - November 1994
Skills
Securities, Fixed Income, Equities, Settlement, Trading Systems
Education
Merrimack College 1986 — 1990
Bachelor of Science
Richard Beren's Boston Financial Data Services Experience July 2009 - June 2012
Job Audit Consultant at M & M Consulting, LLC
Industry Information Technology and Services
Experience
M & M Consulting, LLC June 2012 - Present
Boston Financial Data Services July 2009 - June 2012
Baker Newman & Noyes January 2008 - March 2009
Wolf & Company, P.C. December 2006 - July 2007
Harcourt Group Ltd of New England November 2002 - February 2006
AT&T October 2000 - July 2002
NCR April 1994 - October 2000
Mutual Advisory Corpration September 1981 - January 1994
Stone & Webster August 1978 - September 1981
Skills
IT Audit, Security, SAS70, SOX, Risk, IT Risk, Compliance, Internal Audit, Auditing, Risk Assessment
Education
Northeastern University 1972 — 1978
B.S. Business Administration, Accounting, 3.25
Northeastern University 1972 — 1977
BA Liberal Arts, BA Political Science
M & M Consulting, LLC June 2012 - Present
Boston Financial Data Services July 2009 - June 2012
Baker Newman & Noyes January 2008 - March 2009
Wolf & Company, P.C. December 2006 - July 2007
Harcourt Group Ltd of New England November 2002 - February 2006
AT&T October 2000 - July 2002
NCR April 1994 - October 2000
Mutual Advisory Corpration September 1981 - January 1994
Stone & Webster August 1978 - September 1981
Skills
IT Audit, Security, SAS70, SOX, Risk, IT Risk, Compliance, Internal Audit, Auditing, Risk Assessment
Education
Northeastern University 1972 — 1978
B.S. Business Administration, Accounting, 3.25
Northeastern University 1972 — 1977
BA Liberal Arts, BA Political Science
Katherine Duckworth's Boston Financial Data Services Experience September 1989 - June 1993
Job
Industry Investment Management
Experience
Wellington Management Company September 2003 - Present
Genzyme April 2002 - September 2003
Scudder Kemper Investments December 1994 - April 2002
Houghton Mifflin Company June 1993 - December 1994
Boston Financial Data Services September 1989 - June 1993
Skills
Compensation, Human Resources, Management, Onboarding, Talent Acquisition, Talent Management, Deferred Compensation, Executive Pay, HRIS, PeopleSoft, Personnel Management, Performance Management, Employee Benefits, Organizational..., Workforce Planning
Education
Northeastern University 1989 — 1990
MA
Skidmore College 1985 — 1989
BA
The Field School 1981 — 1985
HS
Wellington Management Company September 2003 - Present
Genzyme April 2002 - September 2003
Scudder Kemper Investments December 1994 - April 2002
Houghton Mifflin Company June 1993 - December 1994
Boston Financial Data Services September 1989 - June 1993
Skills
Compensation, Human Resources, Management, Onboarding, Talent Acquisition, Talent Management, Deferred Compensation, Executive Pay, HRIS, PeopleSoft, Personnel Management, Performance Management, Employee Benefits, Organizational..., Workforce Planning
Education
Northeastern University 1989 — 1990
MA
Skidmore College 1985 — 1989
BA
The Field School 1981 — 1985
HS
Alan Sheehan, PMP's Boston Financial Data Services Experience 2002 - October 2011
Job Manager, Aspen Implementation Team at Follett Software
Industry Computer Software
Experience
Follett Software October 2013 - Present
Boston Financial Data Services 2002 - October 2011
Boston Financial Data Services January 1998 - August 2002
Skills
Business Acumen, Business Analysis, Business Intelligence, Communication, Financial Services, Mutual Funds, Problem Solving, Negotiation, Team Leadership, Project Management, Vendor Management, Management, Analysis, MS Project, Finance, CRM, Team Management, Process Improvement, Risk Management, Software Documentation, Business Process..., Requirements Gathering, SDLC, Business Development, Requirements Analysis, Program Management, Business Process, Business Requirements, Visio, PMO, Relationship Management, Change Management, Project Portfolio..., SharePoint, Client Services, Quality Assurance
Education
Northeastern University 1996 — 1997
Business Management
Boston University - Corporate Education Center 2007 — 2008
Project Mangement Certificate, PMBOK
Follett Software October 2013 - Present
Boston Financial Data Services 2002 - October 2011
Boston Financial Data Services January 1998 - August 2002
Skills
Business Acumen, Business Analysis, Business Intelligence, Communication, Financial Services, Mutual Funds, Problem Solving, Negotiation, Team Leadership, Project Management, Vendor Management, Management, Analysis, MS Project, Finance, CRM, Team Management, Process Improvement, Risk Management, Software Documentation, Business Process..., Requirements Gathering, SDLC, Business Development, Requirements Analysis, Program Management, Business Process, Business Requirements, Visio, PMO, Relationship Management, Change Management, Project Portfolio..., SharePoint, Client Services, Quality Assurance
Education
Northeastern University 1996 — 1997
Business Management
Boston University - Corporate Education Center 2007 — 2008
Project Mangement Certificate, PMBOK
Sandra Hill-Lynch's Boston Financial Data Services Experience June 2004 - December 2004
Job Business Communications, Account Manager at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services July 2015 - Present
John Hancock Financial Services April 2014 - June 2015
John Hancock Financial Services October 2010 - April 2014
John Hancock Financial Services October 2008 - September 2010
John Hancock Financial Services March 2006 - October 2008
John Hancock Financial Services January 2005 - March 2006
Boston Financial Data Services June 2004 - December 2004
Boston Financial Data Services December 2003 - June 2004
Columbia Management June 2003 - December 2003
Liberty Mutual June 2002 - June 2003
Skills
Process Improvement, Software Documentation, Training, Customer Service, Financial Services, Microsoft Word, Fixed Annuities, Management, SharePoint, Program Management, Leadership, Project Management, Project Oversight, Budgets, Human Resources, Analysis, Policy, Articulate Studio, System Administration, Business Requirements, Strategic Planning, Negotiation, SharePoint Designer, Employee Training, Data Analysis, Performance Management, Marketing
Education
Merrimack College 1998 — 2002
Bachelor of Arts (BA), Psychology
Mount Saint Joseph's Academy 1994 — 1998
9-12
John Hancock Financial Services July 2015 - Present
John Hancock Financial Services April 2014 - June 2015
John Hancock Financial Services October 2010 - April 2014
John Hancock Financial Services October 2008 - September 2010
John Hancock Financial Services March 2006 - October 2008
John Hancock Financial Services January 2005 - March 2006
Boston Financial Data Services June 2004 - December 2004
Boston Financial Data Services December 2003 - June 2004
Columbia Management June 2003 - December 2003
Liberty Mutual June 2002 - June 2003
Skills
Process Improvement, Software Documentation, Training, Customer Service, Financial Services, Microsoft Word, Fixed Annuities, Management, SharePoint, Program Management, Leadership, Project Management, Project Oversight, Budgets, Human Resources, Analysis, Policy, Articulate Studio, System Administration, Business Requirements, Strategic Planning, Negotiation, SharePoint Designer, Employee Training, Data Analysis, Performance Management, Marketing
Education
Merrimack College 1998 — 2002
Bachelor of Arts (BA), Psychology
Mount Saint Joseph's Academy 1994 — 1998
9-12
Pat Glennon's Boston Financial Data Services Experience May 2014 - Present
Job Technical Solutions Analyst at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services May 2014 - Present
Boston Financial Data Services November 2006 - May 2014
Brownco 2003 - 2006
JP Morgan Invest 2003 - 2006
Scudder Investments 1998 - 2002
Skills
Team Building, Process Improvement, Microsoft Excel, Customer Service, Operations Management, Quality Assurance, Mutual Funds, Call Centers, Windows Sharepoint..., Call Center, Coaching, Access, Equities, Insurance, Project Management, Management
Education
Bridgewater State College 2013 — 2018
Bachelor's Degree, Communication Studies
New England College of Business and Finance 1992 — 1994
BC High 1986 — 1990
Boston Financial Data Services May 2014 - Present
Boston Financial Data Services November 2006 - May 2014
Brownco 2003 - 2006
JP Morgan Invest 2003 - 2006
Scudder Investments 1998 - 2002
Skills
Team Building, Process Improvement, Microsoft Excel, Customer Service, Operations Management, Quality Assurance, Mutual Funds, Call Centers, Windows Sharepoint..., Call Center, Coaching, Access, Equities, Insurance, Project Management, Management
Education
Bridgewater State College 2013 — 2018
Bachelor's Degree, Communication Studies
New England College of Business and Finance 1992 — 1994
BC High 1986 — 1990
David Leary's Boston Financial Data Services Experience 2000 - 2002
Job Program/Project Management Professional
Industry Defense & Space
Experience
Smiths Detection August 2014 - Present
Smiths Detection November 2013 - June 2014
MRE Technology Solutions LLC November 2013 - June 2014
CSMI June 2011 - October 2013
CSMI June 2008 - June 2011
US Army June 2007 - June 2008
US Army June 2005 - June 2007
US Army June 2003 - May 2005
Trustar Retirement Services 2002 - 2003
Boston Financial Data Services 2000 - 2002
Skills
Program Management, DoD, Army, Government, Security Clearance, Military, Security, Leadership, Defense, Government Contracting, Force Protection, Proposal Writing, Operations Management, Special Operations, Military Operations, Team Building, Afghanistan, C4ISR, Command, National Security, Management, Strategic Planning, Operational Planning, Risk Management, Policy, Logistics, Military Experience, Process Improvement, Leadership Development, Counterterrorism, Systems Engineering, Earned Value Management, Organizational..., Integration, Homeland Security, Electronic Warfare
Education
Northeastern University 2014 — 2015
Master's Degree, Security and Resilience Studies
Suffolk University - Sawyer School of Management 2010 — 2012
Executive Master of Business Administration (EMBA), Business Administration and Management, General, 3.7
US Army Armor School - Maneuver Center of Excellence 2005 — 2006
Leadership
US Army Infantry School - Officer Candidate School 2005 — 2005
Commisioned Officer, Leadership
University of Massachusetts Boston 1997 — 2000
BA, Music
Smiths Detection August 2014 - Present
Smiths Detection November 2013 - June 2014
MRE Technology Solutions LLC November 2013 - June 2014
CSMI June 2011 - October 2013
CSMI June 2008 - June 2011
US Army June 2007 - June 2008
US Army June 2005 - June 2007
US Army June 2003 - May 2005
Trustar Retirement Services 2002 - 2003
Boston Financial Data Services 2000 - 2002
Skills
Program Management, DoD, Army, Government, Security Clearance, Military, Security, Leadership, Defense, Government Contracting, Force Protection, Proposal Writing, Operations Management, Special Operations, Military Operations, Team Building, Afghanistan, C4ISR, Command, National Security, Management, Strategic Planning, Operational Planning, Risk Management, Policy, Logistics, Military Experience, Process Improvement, Leadership Development, Counterterrorism, Systems Engineering, Earned Value Management, Organizational..., Integration, Homeland Security, Electronic Warfare
Education
Northeastern University 2014 — 2015
Master's Degree, Security and Resilience Studies
Suffolk University - Sawyer School of Management 2010 — 2012
Executive Master of Business Administration (EMBA), Business Administration and Management, General, 3.7
US Army Armor School - Maneuver Center of Excellence 2005 — 2006
Leadership
US Army Infantry School - Officer Candidate School 2005 — 2005
Commisioned Officer, Leadership
University of Massachusetts Boston 1997 — 2000
BA, Music
Robert Lo Re's Boston Financial Data Services Experience 2000 - 2009
Job Seeking New Opportunities in Financial Services &/OR Training & Development
Industry Financial Services
Experience
Self Employed Financial Training Consultant September 2009 - Present
Boston Financial Data Services 2000 - 2009
Addison Avenue Financial Partners 1999 - 2000
Thompson Financial Group 1998 - 1998
Fidelity Capital Markets 1979 - 1997
Education
Suffolk University 2001 — 2004
MS Org, Learning, Adult and Organizational Learning
Northeastern University 1973 — 1981
BS Finance
Self Employed Financial Training Consultant September 2009 - Present
Boston Financial Data Services 2000 - 2009
Addison Avenue Financial Partners 1999 - 2000
Thompson Financial Group 1998 - 1998
Fidelity Capital Markets 1979 - 1997
Education
Suffolk University 2001 — 2004
MS Org, Learning, Adult and Organizational Learning
Northeastern University 1973 — 1981
BS Finance
Kimberly Martell's Boston Financial Data Services Experience January 1998 - June 2005
Job Upper Iowa University
Industry Legal Services
Experience
US Bank 2006 - 2008
Boston Financial Data Services January 1998 - June 2005
Skills
Legal Research, Microsoft Word, Outlook, Microsoft Office, Contract Negotiation, Sales, Time Management, Team Building, Customer Service, Microsoft Excel, Legal Writing, PowerPoint, Research, Data Entry, Leadership
Education
Upper Iowa University 2010 — 2014
Psychology, Psychology
Upper Iowa University 2010 — 2014
Bachelor's degree, Psychology
Milwaukee Area Technical College
Paralegal
US Bank 2006 - 2008
Boston Financial Data Services January 1998 - June 2005
Skills
Legal Research, Microsoft Word, Outlook, Microsoft Office, Contract Negotiation, Sales, Time Management, Team Building, Customer Service, Microsoft Excel, Legal Writing, PowerPoint, Research, Data Entry, Leadership
Education
Upper Iowa University 2010 — 2014
Psychology, Psychology
Upper Iowa University 2010 — 2014
Bachelor's degree, Psychology
Milwaukee Area Technical College
Paralegal
Brandon Redwing's Boston Financial Data Services Experience June 2003 - October 2010
Job Client Relationship Coordinator at BFDSMidwest
Industry Financial Services
Experience
BFDS-Midwest October 2010 - Present
Boston Financial Data Services June 2003 - October 2010
Skills
Securities, Financial Services, Mutual Funds, Call Center, Vendor Management, Data Analysis, Software Documentation, Business Analysis, Risk Management, Relationship Management, CRM, Finance, Process Improvement, Analysis
Education
Missouri State University
BFDS-Midwest October 2010 - Present
Boston Financial Data Services June 2003 - October 2010
Skills
Securities, Financial Services, Mutual Funds, Call Center, Vendor Management, Data Analysis, Software Documentation, Business Analysis, Risk Management, Relationship Management, CRM, Finance, Process Improvement, Analysis
Education
Missouri State University
Glenda Richards, CTFA's Boston Financial Data Services Experience March 1999 - September 2000
Job Trust Administrator at Loring, Wolcott & Coolidge
Industry Financial Services
Experience
Loring Wolcott & Coolidge Trust LLC July 2014 - Present
Loring, Wolcott & Coolidge October 2004 - March 2015
Investors Bank & Trust August 2000 - February 2002
Boston Financial Data Services March 1999 - September 2000
Education
Mount Holyoke College 1992 — 1996
Bachelor's degree, History and Religion
Loring Wolcott & Coolidge Trust LLC July 2014 - Present
Loring, Wolcott & Coolidge October 2004 - March 2015
Investors Bank & Trust August 2000 - February 2002
Boston Financial Data Services March 1999 - September 2000
Education
Mount Holyoke College 1992 — 1996
Bachelor's degree, History and Religion
David Fortenberry's Boston Financial Data Services Experience 2014 - Present
Job Web Developer II at Boston Financial Data Services
Industry Internet
Experience
Boston Financial Data Services 2014 - Present
Getfused Inc. February 2007 - January 2014
MetLife 2000 - 2007
AT&T Capital January 1994 - January 2000
Comp USA 1991 - 1993
Skills
ColdFusion, jQuery, HTML 5, Information Architecture, SEO, E-commerce, CSS, User Experience, AJAX, JavaScript, Web Development, XML, HTML, User Experience Design, MySQL, Microsoft SQL Server, SQL, Unix, IIS, CSS3, HTML5
Education
New England Institute of Technology 1985 — 1990
Bachelor of Science (BS), Programming, Electronics
Boston Financial Data Services 2014 - Present
Getfused Inc. February 2007 - January 2014
MetLife 2000 - 2007
AT&T Capital January 1994 - January 2000
Comp USA 1991 - 1993
Skills
ColdFusion, jQuery, HTML 5, Information Architecture, SEO, E-commerce, CSS, User Experience, AJAX, JavaScript, Web Development, XML, HTML, User Experience Design, MySQL, Microsoft SQL Server, SQL, Unix, IIS, CSS3, HTML5
Education
New England Institute of Technology 1985 — 1990
Bachelor of Science (BS), Programming, Electronics
Deb Nunziato's Boston Financial Data Services Experience AnalystJohn Hancock1988 - 1999
Job Client Service Admin at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services AnalystJohn Hancock1988 - 1999
Education
Northeastern University
Management Information Systems (MIS)
Boston Financial Data Services AnalystJohn Hancock1988 - 1999
Education
Northeastern University
Management Information Systems (MIS)
Jay Silva's Boston Financial Data Services Experience 1997 - 1999
Job Public Safety
Industry Hospital & Health Care
Experience
Massachusetts General Hospital August 2009 - Present
Winthrop Police Department January 2005 - Present
Pan-Massachusetts Challenge 1995 - Present
Boston Red Sox January 2009 - January 2010
Merrimack College 2005 - 2010
Affiliated Computer Services November 2000 - April 2009
Investors Bank & Trust January 1998 - October 2000
Boston Financial Data Services 1997 - 1999
Skills
Enforcement, Physical Security, Private Investigations, Security Management, Customer Service, Security, Crisis Management, Microsoft Office, Public Speaking, PowerPoint, Team Building, Microsoft Excel, Cpr Certified, Risk Assessment, Risk Management, Emergency Management, Microsoft Word, Budgets, Public Safety, Strategic Planning
Education
Northeastern University 1996 — 1998
Graduate Certificate, Banking and Financial Services
Suffolk University 1989 — 1993
BS, Criminology & Law
Massachusetts General Hospital August 2009 - Present
Winthrop Police Department January 2005 - Present
Pan-Massachusetts Challenge 1995 - Present
Boston Red Sox January 2009 - January 2010
Merrimack College 2005 - 2010
Affiliated Computer Services November 2000 - April 2009
Investors Bank & Trust January 1998 - October 2000
Boston Financial Data Services 1997 - 1999
Skills
Enforcement, Physical Security, Private Investigations, Security Management, Customer Service, Security, Crisis Management, Microsoft Office, Public Speaking, PowerPoint, Team Building, Microsoft Excel, Cpr Certified, Risk Assessment, Risk Management, Emergency Management, Microsoft Word, Budgets, Public Safety, Strategic Planning
Education
Northeastern University 1996 — 1998
Graduate Certificate, Banking and Financial Services
Suffolk University 1989 — 1993
BS, Criminology & Law
Christine Comeau's Boston Financial Data Services Experience January 2012 - Present
Job NSCC Support Specialist at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services January 2012 - Present
Boston Financial Data Services October 1993 - Present
Skills
Financial Services, Investments, Relationship Management, Mutual Funds, Securities, Call Centers, Business Analysis, PowerPoint, Requirements Gathering, Process Improvement, Project Management
Education
Newbury College
Business Management
Boston Financial Data Services January 2012 - Present
Boston Financial Data Services October 1993 - Present
Skills
Financial Services, Investments, Relationship Management, Mutual Funds, Securities, Call Centers, Business Analysis, PowerPoint, Requirements Gathering, Process Improvement, Project Management
Education
Newbury College
Business Management
Tim Caulfield's Boston Financial Data Services Experience Operations ManagerTrustar1999 - 2001
Job Systems Consultant at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services Operations ManagerTrustar1999 - 2001
Trust Consultants 1995 - 1998
Skills
401k, Business Analysis, Financial Services, Lotus Notes, Mutual Funds, Process Improvement, Project Planning, Requirements Analysis, Retirement, SDLC, Time Management, Vendor Management, Business Requirements, Requirements Gathering, Risk Management
Education
Northeastern University 1989 — 1993
Boston Financial Data Services Operations ManagerTrustar1999 - 2001
Trust Consultants 1995 - 1998
Skills
401k, Business Analysis, Financial Services, Lotus Notes, Mutual Funds, Process Improvement, Project Planning, Requirements Analysis, Retirement, SDLC, Time Management, Vendor Management, Business Requirements, Requirements Gathering, Risk Management
Education
Northeastern University 1989 — 1993
David DiGennaro's Boston Financial Data Services Experience March 2005 - December 2005
Job Information Security Analyst at Brandeis University
Industry Information Technology and Services
Experience
Brandeis University October 2012 - Present
Metro Credit Union November 2006 - May 2012
Boston Financial Data Services March 2005 - December 2005
Boston Children's Hospital May 1996 - February 2004
Fidelity Investments October 1988 - April 1996
Skills
Computer Forensics, Security Analysis, Networking, Business Continuity, Security, Vendor Management, Information Security, Disaster Recovery, Network Security, Firewalls, Risk Management, Active Directory, Regulatory Compliance, Penetration Testing, Intrusion Detection
Education
Northeastern University 1975 — 1977
Information Technology
U.S. Navy Distance College Courses 1967 — 1969
Airframe Mechanics and Aircraft Maintenance Technology/Technician
Brandeis University October 2012 - Present
Metro Credit Union November 2006 - May 2012
Boston Financial Data Services March 2005 - December 2005
Boston Children's Hospital May 1996 - February 2004
Fidelity Investments October 1988 - April 1996
Skills
Computer Forensics, Security Analysis, Networking, Business Continuity, Security, Vendor Management, Information Security, Disaster Recovery, Network Security, Firewalls, Risk Management, Active Directory, Regulatory Compliance, Penetration Testing, Intrusion Detection
Education
Northeastern University 1975 — 1977
Information Technology
U.S. Navy Distance College Courses 1967 — 1969
Airframe Mechanics and Aircraft Maintenance Technology/Technician
Doug Heroux's Boston Financial Data Services Experience July 1994 - June 1998
Job Principal Software Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2000 - Present
DST Systems June 1998 - September 2000
Boston Financial Data Services July 1994 - June 1998
The Boston Company June 1988 - March 1992
Bank of Boston June 1986 - May 1988
Skills
NDM, VSAM, Fileaid, IBM Utilities, ISPF, CICS, DB2, Easytrieve, SPUFI, Endeavor, MVS, JCL, CLIST, Syncsort, OS/390, COBOL, IBM Mainframe, TSO
Education
University of Massachusetts Boston 1984 — 1986
BS, Business Administration and Management, General
Northeastern University 1980 — 1982
Fidelity Investments September 2000 - Present
DST Systems June 1998 - September 2000
Boston Financial Data Services July 1994 - June 1998
The Boston Company June 1988 - March 1992
Bank of Boston June 1986 - May 1988
Skills
NDM, VSAM, Fileaid, IBM Utilities, ISPF, CICS, DB2, Easytrieve, SPUFI, Endeavor, MVS, JCL, CLIST, Syncsort, OS/390, COBOL, IBM Mainframe, TSO
Education
University of Massachusetts Boston 1984 — 1986
BS, Business Administration and Management, General
Northeastern University 1980 — 1982
Bradley Hopkins's Boston Financial Data Services Experience January 2014 - Present
Job Investor Services Site Director at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services January 2014 - Present
Higher One May 2013 - October 2013
Sallie Mae September 2012 - May 2013
Sallie Mae December 2010 - September 2012
Upromise Investments, Inc. October 2008 - December 2010
Upromise Investments, Inc March 2006 - October 2008
Bank of America July 2005 - March 2006
Bank of America February 2005 - July 2005
Skills
Financial Services, Vendor Management, Relationship Management, Mutual Funds, Project Management, Team Leadership, Call Centers, Product Management, Process Improvement, Series 7, Strategy, Mergers & Acquisitions, Management, Finance, Leadership
Education
Northeastern University 1997 — 2002
Boston Financial Data Services January 2014 - Present
Higher One May 2013 - October 2013
Sallie Mae September 2012 - May 2013
Sallie Mae December 2010 - September 2012
Upromise Investments, Inc. October 2008 - December 2010
Upromise Investments, Inc March 2006 - October 2008
Bank of America July 2005 - March 2006
Bank of America February 2005 - July 2005
Skills
Financial Services, Vendor Management, Relationship Management, Mutual Funds, Project Management, Team Leadership, Call Centers, Product Management, Process Improvement, Series 7, Strategy, Mergers & Acquisitions, Management, Finance, Leadership
Education
Northeastern University 1997 — 2002
Jeff Edelson's Boston Financial Data Services Experience June 2007 - Present
Job Project Managing Officer at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services June 2007 - Present
Self Employed December 2005 - June 2007
Evergreen Investments March 1998 - November 2005
Skills
Mutual Funds, Financial Services, Vendor Management, Process Improvement, Transfer Agency, Project Management, Business Process...
Education
Northeastern University
Business
Boston Financial Data Services June 2007 - Present
Self Employed December 2005 - June 2007
Evergreen Investments March 1998 - November 2005
Skills
Mutual Funds, Financial Services, Vendor Management, Process Improvement, Transfer Agency, Project Management, Business Process...
Education
Northeastern University
Business
Raffaela Gallace's Boston Financial Data Services Experience August 2005 - May 2008
Job
Industry Legal Services
Experience
The Telx Group December 2012 - Present
Standard & Poor's May 2012 - December 2012
I.A.T.S.E. May 2008 - February 2012
Boston Financial Data Services August 2005 - May 2008
Widex May 2001 - August 2005
Widex August 1999 - May 2001
Skills
Process Improvement, Access, Outlook, PowerPoint, Notary Public, Contract Management, Microsoft Office 2010, Salesforce.com, Implementing Processes, Legal Documents, Humor, Records Management, Prioritization, iPhone, Legal Support, Time Management, Internet Research, Able To Work Under..., Typing, Analysis, Report Generation, Teamwork, Data Analysis, Editing, Transcription, Problem Solving, Attention To Detail, Project Coordination, Able To Multi-task, Organizing, Calendars, Mailings, Highly Adaptable, Common Sense, MS Project, AS400, Microsoft Office 2007, Microsoft Word, Microsoft Excel, Mail Merge, Document Review, Legal Writing, Paralegals, Legal Assistance, Legal Research
Education
Berkeley College-New York 2011 — 2012
ABA-approved Paralegal Certificate, Paralegal Studies
Molloy College
B.S, Business Management
Sacred Heart Academy
High School, Regents Program
The Telx Group December 2012 - Present
Standard & Poor's May 2012 - December 2012
I.A.T.S.E. May 2008 - February 2012
Boston Financial Data Services August 2005 - May 2008
Widex May 2001 - August 2005
Widex August 1999 - May 2001
Skills
Process Improvement, Access, Outlook, PowerPoint, Notary Public, Contract Management, Microsoft Office 2010, Salesforce.com, Implementing Processes, Legal Documents, Humor, Records Management, Prioritization, iPhone, Legal Support, Time Management, Internet Research, Able To Work Under..., Typing, Analysis, Report Generation, Teamwork, Data Analysis, Editing, Transcription, Problem Solving, Attention To Detail, Project Coordination, Able To Multi-task, Organizing, Calendars, Mailings, Highly Adaptable, Common Sense, MS Project, AS400, Microsoft Office 2007, Microsoft Word, Microsoft Excel, Mail Merge, Document Review, Legal Writing, Paralegals, Legal Assistance, Legal Research
Education
Berkeley College-New York 2011 — 2012
ABA-approved Paralegal Certificate, Paralegal Studies
Molloy College
B.S, Business Management
Sacred Heart Academy
High School, Regents Program
Colleen Sebastian's Boston Financial Data Services Experience 2003 - Present
Job Marketing Strategist | Content Curator | Internal and External Communications Specialist
Industry Financial Services
Experience
Boston Financial Data Services 2003 - Present
Boston Financial Data Services 1999 - 2003
Boston Financial Data Services 1998 - 1999
John Hancock Financial Services 1996 - 1998
Lord & Taylor 1990 - 1996
Skills
Content Marketing, Internal Communications, Corporate Communications, Project Management, Public Relations, Employee Engagement, Strategic Communications, Proposal Writing, Storytelling, Writing, Editing, Copywriting, Marketing Communications, Proofreading, Social Media, Event Management
Education
Northeastern University
Master of Business Administration (M.B.A.), Marketing
Harvard Extension School - Harvard University
Journalism
University of New Hampshire
Bachelor's Degree, Communication, Cum Laude
Boston Financial Data Services 2003 - Present
Boston Financial Data Services 1999 - 2003
Boston Financial Data Services 1998 - 1999
John Hancock Financial Services 1996 - 1998
Lord & Taylor 1990 - 1996
Skills
Content Marketing, Internal Communications, Corporate Communications, Project Management, Public Relations, Employee Engagement, Strategic Communications, Proposal Writing, Storytelling, Writing, Editing, Copywriting, Marketing Communications, Proofreading, Social Media, Event Management
Education
Northeastern University
Master of Business Administration (M.B.A.), Marketing
Harvard Extension School - Harvard University
Journalism
University of New Hampshire
Bachelor's Degree, Communication, Cum Laude
Cathy MacDonald's Boston Financial Data Services Experience 1980 - 1985
Job Administrative Secretary at Town of Hingham Conservation Commission
Industry Financial Services
Experience
Town of Hingham Conservation Commission September 2013 - Present
State Street Bank November 1985 - February 2013
Boston Financial Data Services 1980 - 1985
Skills
Securities Lending, Application Development, Metrics, Analysis, Customer Relations, Research, Equities, Microsoft Office, Customer Service, Securities, Collateral Management, Settlement, Swaps, Back Office, Business Analysis, Excel, Operations Management, Access, Client Service, Team Building, Team Leadership, Reconciliations, Business Intelligence, SQL, Financial Services, Risk Management, Hedge Funds, Microsoft Excel, Fixed Income, Bloomberg, Corporate Actions, Middle Office, Prime Brokerage, Fund Accounting, Mutual Funds, DTC, Trading Systems, Money Market, Bonds, Derivatives, FX Options, ETFs, Software Development
Education
Northeastern University
Town of Hingham Conservation Commission September 2013 - Present
State Street Bank November 1985 - February 2013
Boston Financial Data Services 1980 - 1985
Skills
Securities Lending, Application Development, Metrics, Analysis, Customer Relations, Research, Equities, Microsoft Office, Customer Service, Securities, Collateral Management, Settlement, Swaps, Back Office, Business Analysis, Excel, Operations Management, Access, Client Service, Team Building, Team Leadership, Reconciliations, Business Intelligence, SQL, Financial Services, Risk Management, Hedge Funds, Microsoft Excel, Fixed Income, Bloomberg, Corporate Actions, Middle Office, Prime Brokerage, Fund Accounting, Mutual Funds, DTC, Trading Systems, Money Market, Bonds, Derivatives, FX Options, ETFs, Software Development
Education
Northeastern University
Tricia Feterowski's Boston Financial Data Services Experience 1998 - 2001
Job Nursing Assistant at South Shore Hospital
Industry Financial Services
Experience
South Shore Hospital January 2014 - Present
Bank of America July 2003 - April 2012
Columbia Management/Bank of America 2005 - 2010
Bank of america 2003 - 2009
Columbia Management 2005 - 2007
Boston Financial Data Services 1998 - 2001
Skills
Asset Management, Fixed Income, Equities, Bloomberg
Education
University of Massachusetts Boston 2013 — 2015
Nursing program
New England College of Business and Finance 2003 — 2010
Accounting and Business/Management
South Shore Hospital January 2014 - Present
Bank of America July 2003 - April 2012
Columbia Management/Bank of America 2005 - 2010
Bank of america 2003 - 2009
Columbia Management 2005 - 2007
Boston Financial Data Services 1998 - 2001
Skills
Asset Management, Fixed Income, Equities, Bloomberg
Education
University of Massachusetts Boston 2013 — 2015
Nursing program
New England College of Business and Finance 2003 — 2010
Accounting and Business/Management
Holly Fahy's Boston Financial Data Services Experience 2006 - Present
Job Group Manager Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services 2006 - Present
Boston Financial Data Services July 2004 - 2006
Federated Investors, Inc. October 1997 - July 2004
Boston Financial Data Services 1993 - 1997
The Shareholder Services Group 1988 - 1993
Skills
Vendor Management, Mutual Funds, Financial Services, Business Analysis, Process Improvement, Management, Project Management, System Testing, Systems Analysis, Requirements Gathering, Risk Management, Business Requirements
Education
Northeastern University
Boston Financial Data Services 2006 - Present
Boston Financial Data Services July 2004 - 2006
Federated Investors, Inc. October 1997 - July 2004
Boston Financial Data Services 1993 - 1997
The Shareholder Services Group 1988 - 1993
Skills
Vendor Management, Mutual Funds, Financial Services, Business Analysis, Process Improvement, Management, Project Management, System Testing, Systems Analysis, Requirements Gathering, Risk Management, Business Requirements
Education
Northeastern University
Dale Appel's Boston Financial Data Services Experience July 1985 - May 1987
Job SAG AFTRA
Industry Real Estate
Experience
Theatre One Productions 2012 - Present
Upstage Lung Cancer 2010 - Present
Screen Actors Guild March 2007 - Present
Hammond Residential/Century 21 Florence Kates February 2000 - 2011
Blue Cross and Blue Shield of MA 2005 - 2007
Filene's September 1990 - March 2006
DJ Realty, Inc. 1998 - 2000
Homes Unlimited Realty Corp 1992 - 1998
Pioneering Services Corporation 1987 - 1989
Boston Financial Data Services July 1985 - May 1987
Skills
Film, New Business Development, Social Media, Acting, Creative Writing, Event Planning, Public Speaking, Advertising, Customer Service, Television, Theatre, Commercials, Voice Acting, Directing, Entertainment, Drama, Stage, Dialects, Video Production, Film Production, Plays, Casting, Screenwriting, Short Films, Independent Film, Feature Films, Producing, Voice Over, Improvisation, Comedy, Shakespeare, Festivals, Performing Arts, Video, Reality, Musical Theatre, Creative Direction, SAG
Education
New Jersey City University 1966 — 1970
Bachelor of Arts, English, Education
Teaneck High School 1963 — 1966
Diploma, College preparatory
Theatre One Productions 2012 - Present
Upstage Lung Cancer 2010 - Present
Screen Actors Guild March 2007 - Present
Hammond Residential/Century 21 Florence Kates February 2000 - 2011
Blue Cross and Blue Shield of MA 2005 - 2007
Filene's September 1990 - March 2006
DJ Realty, Inc. 1998 - 2000
Homes Unlimited Realty Corp 1992 - 1998
Pioneering Services Corporation 1987 - 1989
Boston Financial Data Services July 1985 - May 1987
Skills
Film, New Business Development, Social Media, Acting, Creative Writing, Event Planning, Public Speaking, Advertising, Customer Service, Television, Theatre, Commercials, Voice Acting, Directing, Entertainment, Drama, Stage, Dialects, Video Production, Film Production, Plays, Casting, Screenwriting, Short Films, Independent Film, Feature Films, Producing, Voice Over, Improvisation, Comedy, Shakespeare, Festivals, Performing Arts, Video, Reality, Musical Theatre, Creative Direction, SAG
Education
New Jersey City University 1966 — 1970
Bachelor of Arts, English, Education
Teaneck High School 1963 — 1966
Diploma, College preparatory
Jean-Marc Preira's Boston Financial Data Services Experience August 2013 - August 2015
Job Senior Software Engineer at Bottomline Technologies
Industry Insurance
Experience
Bottomline Technologies August 2015 - Present
IT Professional February 2013 - Present
Boston Financial Data Services August 2013 - August 2015
MetLife December 2004 - January 2013
Skills
Insurance, Life Insurance, SDLC, Employee Benefits, Financial Services, Java, JavaScript, J2EE Application..., HTML 5, C++, CSS, SOA, Agile Methodologies, Java Enterprise Edition, Project Management, Requirements Analysis, SQL, Vendor Management
Education
New England Institute of Technology
Bachelor's degree, Computer Software Engineering
Sacré Coeur
UCAD
Master's Degree
Bottomline Technologies August 2015 - Present
IT Professional February 2013 - Present
Boston Financial Data Services August 2013 - August 2015
MetLife December 2004 - January 2013
Skills
Insurance, Life Insurance, SDLC, Employee Benefits, Financial Services, Java, JavaScript, J2EE Application..., HTML 5, C++, CSS, SOA, Agile Methodologies, Java Enterprise Edition, Project Management, Requirements Analysis, SQL, Vendor Management
Education
New England Institute of Technology
Bachelor's degree, Computer Software Engineering
Sacré Coeur
UCAD
Master's Degree
Neal Nemiroff's Boston Financial Data Services Experience January 2008 - June 2008
Job Senior Instructor and Business Manager
Industry Professional Training & Coaching
Experience
Taekwondo Elite Martial Arts School January 2013 - Present
Dollar Tree Stores June 2011 - November 2012
Gexpro Services January 2010 - June 2010
Johnson & Johnson Group of Consumer Companies January 2009 - June 2009
Boston Financial Data Services January 2008 - June 2008
Skills
Data Analysis, Leadership, Communication, Microsoft Office, Microsoft Excel, Microsoft Word, Logistics, Supply Chain Management, PowerPoint, SAP, Marketing, Contract Negotiation, Program Management, Contract Management
Education
Northeastern University 2006 — 2011
Bachelor of Science Degree, Business Administration
Taekwondo Elite Martial Arts School January 2013 - Present
Dollar Tree Stores June 2011 - November 2012
Gexpro Services January 2010 - June 2010
Johnson & Johnson Group of Consumer Companies January 2009 - June 2009
Boston Financial Data Services January 2008 - June 2008
Skills
Data Analysis, Leadership, Communication, Microsoft Office, Microsoft Excel, Microsoft Word, Logistics, Supply Chain Management, PowerPoint, SAP, Marketing, Contract Negotiation, Program Management, Contract Management
Education
Northeastern University 2006 — 2011
Bachelor of Science Degree, Business Administration
Theresa DiGangi's Boston Financial Data Services Experience 2000 - 2005
Job Financial Adviser Assistant at Martin Paul & Associates
Industry Financial Services
Experience
Martin Paul & Associates February 2012 - Present
The Capital Financial Group 2009 - 2010
DST Retirement Solutions 2005 - 2008
Boston Financial Data Services 2000 - 2005
Boston Financial Data Services 1997 - 2000
Boston Financial Data Services 1987 - 1997
Skills
Mutual Funds, Risk Management, Business Analysis, Process Improvement, Analysis, CRM, Insurance, Outlook, AWD, Microsoft Word, PowerPoint, Microsoft Excel, Financial Reporting, Financial Services, Investments, Leadership, Project Management, SDLC, Securities
Education
Newbury College
Associates Degree, Paralegal Studies
Fontbonne Academy
College Prep
Martin Paul & Associates February 2012 - Present
The Capital Financial Group 2009 - 2010
DST Retirement Solutions 2005 - 2008
Boston Financial Data Services 2000 - 2005
Boston Financial Data Services 1997 - 2000
Boston Financial Data Services 1987 - 1997
Skills
Mutual Funds, Risk Management, Business Analysis, Process Improvement, Analysis, CRM, Insurance, Outlook, AWD, Microsoft Word, PowerPoint, Microsoft Excel, Financial Reporting, Financial Services, Investments, Leadership, Project Management, SDLC, Securities
Education
Newbury College
Associates Degree, Paralegal Studies
Fontbonne Academy
College Prep
Gary Ast's Boston Financial Data Services Experience 1979 - 1981
Job Independent Consultant at Fetco
Industry Information Technology and Services
Experience
Fetco 2013 - Present
Self Employed 2007 - 2012
MFS Investment Management 1987 - 2006
MultiBank Financial 1986 - 1986
The Boston Company 1982 - 1985
Boston Financial Data Services 1979 - 1981
Skills
Business Analysis, Windows, Microsoft Excel, Analysis
Education
Northeastern University
Master of Business Administration (M.B.A.)
The University of Connecticut
Bachelor of Arts (B.A.)
Fetco 2013 - Present
Self Employed 2007 - 2012
MFS Investment Management 1987 - 2006
MultiBank Financial 1986 - 1986
The Boston Company 1982 - 1985
Boston Financial Data Services 1979 - 1981
Skills
Business Analysis, Windows, Microsoft Excel, Analysis
Education
Northeastern University
Master of Business Administration (M.B.A.)
The University of Connecticut
Bachelor of Arts (B.A.)
Kathleen LeGrow's Boston Financial Data Services Experience February 1997 - January 2011
Job Retirement Solutions IT at Voya Financial
Industry Financial Services
Experience
Voya Financial January 2015 - Present
Get In Shape For Women October 2014 - Present
DST Systems January 2011 - September 2014
Boston Financial Data Services February 1997 - January 2011
Skills
Mutual Funds, Financial Services, Retirement, Relationship Management, Securities, Pensions, Investments, 401k, Project Management, Process Management, Product Support, Research, Event Management, New Product..., Requirements Analysis, Business Requirements, Software Documentation, Lotus Notes, Requirements Gathering, Business Analysis, Risk Management, Process Improvement, PMO, SDLC
Education
UMass Boston
Business Management
Quincy College
Business Adminstration
Newbury College
Associate of Arts and Sciences (AAS), Industrial and Organizational Psychology
Voya Financial January 2015 - Present
Get In Shape For Women October 2014 - Present
DST Systems January 2011 - September 2014
Boston Financial Data Services February 1997 - January 2011
Skills
Mutual Funds, Financial Services, Retirement, Relationship Management, Securities, Pensions, Investments, 401k, Project Management, Process Management, Product Support, Research, Event Management, New Product..., Requirements Analysis, Business Requirements, Software Documentation, Lotus Notes, Requirements Gathering, Business Analysis, Risk Management, Process Improvement, PMO, SDLC
Education
UMass Boston
Business Management
Quincy College
Business Adminstration
Newbury College
Associate of Arts and Sciences (AAS), Industrial and Organizational Psychology
Petrena Wood's Boston Financial Data Services Experience Line ManagerBoston Financial Data ServicesJanuary 2001 - June 2003
Job Business Solutions Consultant Manulife Financial/John Hancock
Industry Financial Services
Experience
Boston Financial Data Services Line ManagerBoston Financial Data ServicesJanuary 2001 - June 2003
Education
Northeastern University 1995 — 1996
Business Management
Boston Financial Data Services Line ManagerBoston Financial Data ServicesJanuary 2001 - June 2003
Education
Northeastern University 1995 — 1996
Business Management
Jeff Clevenger's Boston Financial Data Services Experience December 1994 - November 2010
Job AML Compliance Officer and Director at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed November 2010 - Present
Boston Financial Data Services December 1994 - November 2010
Skills
Mutual Funds, Financial Services, FINRA, Securities, AML, Risk Management, Series 7, Anti Money Laundering, Due Diligence, Compliance Oversight, Fraud Detection, Business Analysis, Asset Management, Business Continuity..., SEC filings, Bank Secrecy Act
Education
University of Missouri-Kansas City 1998 — 2001
MBA, Information Systems
Missouri Western State University 1990 — 1994
BS, Political Science
Missouri Western State University 1990 — 1994
AS, Paralegal Studies
Waddell & Reed November 2010 - Present
Boston Financial Data Services December 1994 - November 2010
Skills
Mutual Funds, Financial Services, FINRA, Securities, AML, Risk Management, Series 7, Anti Money Laundering, Due Diligence, Compliance Oversight, Fraud Detection, Business Analysis, Asset Management, Business Continuity..., SEC filings, Bank Secrecy Act
Education
University of Missouri-Kansas City 1998 — 2001
MBA, Information Systems
Missouri Western State University 1990 — 1994
BS, Political Science
Missouri Western State University 1990 — 1994
AS, Paralegal Studies
Daniel Stromberg's Boston Financial Data Services Experience August 2013 - December 2013
Job Mechanical Engineering graduate student with a background in Aerospace Design
Industry Mechanical or Industrial Engineering
Experience
Boston Financial Data Services August 2013 - December 2013
Skills
Aerospace Engineering, Matlab, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint
Education
Northeastern University 2014 — 2016
Master's Degree, Mechanical Engineering: Mechanics & Design Concentration
University of Notre Dame 2009 — 2013
Bachelor's Degree, Aerospace Engineering
Boston Financial Data Services August 2013 - December 2013
Skills
Aerospace Engineering, Matlab, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint
Education
Northeastern University 2014 — 2016
Master's Degree, Mechanical Engineering: Mechanics & Design Concentration
University of Notre Dame 2009 — 2013
Bachelor's Degree, Aerospace Engineering
Eridania Virgil's Boston Financial Data Services Experience November 2000 - May 2001
Job Lead Financial Analyst at the Federal Reserve Bank of Boston
Industry Banking
Experience
Federal Reserve Bank of Boston February 2009 - Present
Federal Reserve Bank of Boston June 2006 - February 2009
Federal Reserve Bank of Boston June 2002 - June 2006
Federal Reserve Bank of Boston May 2001 - June 2002
Boston Financial Data Services November 2000 - May 2001
Sovereign Bank May 1998 - November 2000
BayBank January 1997 - May 1998
Skills
Financial Analysis, Financial Modeling, Essbase, Financial Reporting, Variance Analysis, Time Management, Finance, Analysis, Management, Budgets, General Ledger, Forecasting, Banking, Risk Management, Accounts Receivable, Accounting, Financial Risk, Research, Account Reconciliation, Credit Analysis, Access
Education
New England College of Business and Finance 2011 — 2012
Master's degree, Finance, General
University of Phoenix 2006 — 2007
Bachelor of Science (B.S.), Management
New England College of Business and Finance 2005 — 2006
Certificate, Accounting and Finance
Federal Reserve Bank of Boston February 2009 - Present
Federal Reserve Bank of Boston June 2006 - February 2009
Federal Reserve Bank of Boston June 2002 - June 2006
Federal Reserve Bank of Boston May 2001 - June 2002
Boston Financial Data Services November 2000 - May 2001
Sovereign Bank May 1998 - November 2000
BayBank January 1997 - May 1998
Skills
Financial Analysis, Financial Modeling, Essbase, Financial Reporting, Variance Analysis, Time Management, Finance, Analysis, Management, Budgets, General Ledger, Forecasting, Banking, Risk Management, Accounts Receivable, Accounting, Financial Risk, Research, Account Reconciliation, Credit Analysis, Access
Education
New England College of Business and Finance 2011 — 2012
Master's degree, Finance, General
University of Phoenix 2006 — 2007
Bachelor of Science (B.S.), Management
New England College of Business and Finance 2005 — 2006
Certificate, Accounting and Finance
Wes Defoyd's Boston Financial Data Services Experience January 2005 - January 2007
Job Senior Revenue Analyst at EMC
Industry Information Technology and Services
Dana Effler's Boston Financial Data Services Experience August 1993 - September 1997
Job Administration at Circuit Court Clerk of Davidson County, Tennessee (Metro Government of Nashville)
Industry Government Administration
Experience
Circuit Court Clerk of Davidson County, Tennessee (Metro Government of Nashville) April 2015 - Present
Criminal Court Clerk December 1997 - March 2015
Boston Financial Data Services August 1993 - September 1997
Education
Northeastern University
Bachelor of Science, Arts & Sciences - Political Science
Circuit Court Clerk of Davidson County, Tennessee (Metro Government of Nashville) April 2015 - Present
Criminal Court Clerk December 1997 - March 2015
Boston Financial Data Services August 1993 - September 1997
Education
Northeastern University
Bachelor of Science, Arts & Sciences - Political Science
Joan Nunziato's Boston Financial Data Services Experience January 1990 - August 1990
Job Part time office work wanted
Industry Information Technology and Services
Experience
Town of Easton October 2009 - Present
US Census Bureau March 2007 - March 2009
Town of Weymouth July 1991 - November 1991
Boston Financial Data Services January 1990 - August 1990
Blue Cross Blue Shield of Massachusetts November 1980 - December 1989
Skills
Customer Service, Microsoft Office, Telephone Skills, Data Entry, Microsoft Excel, PowerPoint, Outlook, Microsoft Word, Event Planning, Internet Explorer, Leadership
Education
Newbury College 1987 — 1987
Business Communications
Town of Easton October 2009 - Present
US Census Bureau March 2007 - March 2009
Town of Weymouth July 1991 - November 1991
Boston Financial Data Services January 1990 - August 1990
Blue Cross Blue Shield of Massachusetts November 1980 - December 1989
Skills
Customer Service, Microsoft Office, Telephone Skills, Data Entry, Microsoft Excel, PowerPoint, Outlook, Microsoft Word, Event Planning, Internet Explorer, Leadership
Education
Newbury College 1987 — 1987
Business Communications
Carrie Clay's Boston Financial Data Services Experience June 2014 - Present
Job Unit Manager at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services June 2014 - Present
Cosentino's Price Chooper August 1995 - Present
Boston Financial Data Services June 2005 - June 2014
Skills
Microsoft Office 2007, Lotus Notes, Advanced Mutual Fund..., Management, Quality Assurance, Relationship Management, Sales, Vendor Management, Finance
Education
UMKC 2000 — 2002
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Metropolitan Community College-Blue River 1997 — 2000
Associate of Arts (A.A.), General Studies
Boston Financial Data Services June 2014 - Present
Cosentino's Price Chooper August 1995 - Present
Boston Financial Data Services June 2005 - June 2014
Skills
Microsoft Office 2007, Lotus Notes, Advanced Mutual Fund..., Management, Quality Assurance, Relationship Management, Sales, Vendor Management, Finance
Education
UMKC 2000 — 2002
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Metropolitan Community College-Blue River 1997 — 2000
Associate of Arts (A.A.), General Studies
JAMALA MATHIS's Boston Financial Data Services Experience February 2000 - Present
Job CORE PROCESSOR II at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services February 2000 - Present
Education
Newbury College
Associate of Science, Criminal Science
University of Massachusetts Boston
Bachelor of Science, Criminal Justice
Boston Financial Data Services February 2000 - Present
Education
Newbury College
Associate of Science, Criminal Science
University of Massachusetts Boston
Bachelor of Science, Criminal Justice
Karen Isles's Boston Financial Data Services Experience January 2009 - September 2011
Job Financial Services Professional
Industry Financial Services
Experience
Boston Financial Data Services January 2009 - September 2011
Boston Financial Data Services January 2000 - January 2009
Boston Financial Data Services January 1998 - January 2000
Skills
Financial Services, Process Improvement, Business Analysis, Mutual Funds, Retirement, Banking, Relationship Management, CRM, Call Center, Vendor Management, Asset Managment, Securities, Investments, Financial Analysis, Financial Reporting, Risk Management, Account Reconciliation, Customer Service, Analysis, Access, 401k, Client Services, Asset Management, Call Centers
Education
Northeastern University 1984 — 1989
Bachelor of Science, Finance/Management
Boston Financial Data Services January 2009 - September 2011
Boston Financial Data Services January 2000 - January 2009
Boston Financial Data Services January 1998 - January 2000
Skills
Financial Services, Process Improvement, Business Analysis, Mutual Funds, Retirement, Banking, Relationship Management, CRM, Call Center, Vendor Management, Asset Managment, Securities, Investments, Financial Analysis, Financial Reporting, Risk Management, Account Reconciliation, Customer Service, Analysis, Access, 401k, Client Services, Asset Management, Call Centers
Education
Northeastern University 1984 — 1989
Bachelor of Science, Finance/Management
Nordia Ellis's Boston Financial Data Services Experience July 2000 - September 2011
Job Accounting and Finance
Industry Financial Services
Experience
Boston Financial Data Services July 2000 - September 2011
Pioneer Investments June 1988 - July 2000
Education
Northeastern University
BS, Business Adminiration
Boston Financial Data Services July 2000 - September 2011
Pioneer Investments June 1988 - July 2000
Education
Northeastern University
BS, Business Adminiration
Elodia Johnson Riche's Boston Financial Data Services Experience November 2006 - Present
Job Paralegal
Industry Legal Services
Experience
Boston Financial Data Services November 2006 - Present
Bosron Financial Data Services January 2006 - Present
Boston Financial Data Services 2006 - Present
John Moakley U.S. District Court, Pretrial Services, District of Massachusetts June 2008 - August 2008
Suffolk University August 2006 - May 2008
Connections 2 College June 2006 - August 2006
Skills
Program Management, Public Speaking, Higher Education, Research, Customer Service, Nonprofits, Legal Research, Legal Assistance, Legal Documents, Business Analysis
Education
Northeastern University 2009 — 2011
Master of Science, Criminal Justice
Suffolk University 2005 — 2009
Sociology: Criminology & Law, Criminal Justice and Corrections
Suffolk University 2005 — 2009
Bachelor of Science, Sociology: Criminology & Law
Boston Financial Data Services November 2006 - Present
Bosron Financial Data Services January 2006 - Present
Boston Financial Data Services 2006 - Present
John Moakley U.S. District Court, Pretrial Services, District of Massachusetts June 2008 - August 2008
Suffolk University August 2006 - May 2008
Connections 2 College June 2006 - August 2006
Skills
Program Management, Public Speaking, Higher Education, Research, Customer Service, Nonprofits, Legal Research, Legal Assistance, Legal Documents, Business Analysis
Education
Northeastern University 2009 — 2011
Master of Science, Criminal Justice
Suffolk University 2005 — 2009
Sociology: Criminology & Law, Criminal Justice and Corrections
Suffolk University 2005 — 2009
Bachelor of Science, Sociology: Criminology & Law
Larry Sheridan's Boston Financial Data Services Experience 2000 - Present
Job Systems Analyst at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services 2000 - Present
Skills
Customer Service, Requirements Gathering, Analysis, Business Analysis, SDLC, Process Improvement
Education
Northeastern University 1985 — 1992
Bachelor's degree, Accounting and Business/Management
Boston Financial Data Services 2000 - Present
Skills
Customer Service, Requirements Gathering, Analysis, Business Analysis, SDLC, Process Improvement
Education
Northeastern University 1985 — 1992
Bachelor's degree, Accounting and Business/Management
Margaret O'Rourke's Boston Financial Data Services Experience November 1992 - November 1998
Job Financial Services Business Analyst and Trainer seeking new career opportunity.
Industry Financial Services
Experience
MFS Investment Management January 2001 - 2012
MFS Investment Management November 1998 - January 2001
Boston Financial Data Services November 1992 - November 1998
Skills
Collaborative Problem..., Problem Analysis, Training, Training Delivery, Hands-on Training, Instructor-led Training, Communication Training, Employee Management, Employee Training, Change Management, Business Analysis, Requirements Analysis, Presentations, Staff Development, Client Services, Instructional Design, Business Process..., Business Process, Analysis, Financial Services, Business Requirements, Requirements Gathering, Mutual Funds, Transfer Agency, Relationship Management, Systems Analysis, Vendor Management, Call Centers, Process Improvement, SDLC, Project Management, Testing, Quality Assurance, Risk Management, Management, Customer Service, Microsoft Office
Education
New England College of Business and Finance 2012 — 2014
Associate of Science (AS), Business Administration and Management, General, 3.97
UMass Boston
MFS Investment Management January 2001 - 2012
MFS Investment Management November 1998 - January 2001
Boston Financial Data Services November 1992 - November 1998
Skills
Collaborative Problem..., Problem Analysis, Training, Training Delivery, Hands-on Training, Instructor-led Training, Communication Training, Employee Management, Employee Training, Change Management, Business Analysis, Requirements Analysis, Presentations, Staff Development, Client Services, Instructional Design, Business Process..., Business Process, Analysis, Financial Services, Business Requirements, Requirements Gathering, Mutual Funds, Transfer Agency, Relationship Management, Systems Analysis, Vendor Management, Call Centers, Process Improvement, SDLC, Project Management, Testing, Quality Assurance, Risk Management, Management, Customer Service, Microsoft Office
Education
New England College of Business and Finance 2012 — 2014
Associate of Science (AS), Business Administration and Management, General, 3.97
UMass Boston
Drew Schuman's Boston Financial Data Services Experience June 2008 - November 2010
Job Accountant at Johnson Controls
Industry Mechanical or Industrial Engineering
Experience
Johnson Controls November 2010 - Present
Boston Financial Data Services June 2008 - November 2010
Skills
Customer Service, Management, Outlook, Microsoft Excel, Finance, Microsoft Office
Education
Missouri Western State University 2004 — 2008
Bachelor of Business Administration (BBA), Accounting and Finance
Johnson Controls November 2010 - Present
Boston Financial Data Services June 2008 - November 2010
Skills
Customer Service, Management, Outlook, Microsoft Excel, Finance, Microsoft Office
Education
Missouri Western State University 2004 — 2008
Bachelor of Business Administration (BBA), Accounting and Finance
Stacey Duong's Boston Financial Data Services Experience April 2011 - Present
Job Sr Help Desk Specialist at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services April 2011 - Present
Education
Northeastern University
Bachelor of Science (B.S.), Business Administration and Management, General
Boston Financial Data Services April 2011 - Present
Education
Northeastern University
Bachelor of Science (B.S.), Business Administration and Management, General
Matt Westphal's Boston Financial Data Services Experience April 1997 - Present
Job sr mutual funds rep at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services April 1997 - Present
Skills
Investments, Financial Services, Mutual Funds
Education
Nebraska Wesleyan University 1990 — 1994
Bachelor of Arts (B.A.), Religion/Religious Studies, 3.75
Boston Financial Data Services April 1997 - Present
Skills
Investments, Financial Services, Mutual Funds
Education
Nebraska Wesleyan University 1990 — 1994
Bachelor of Arts (B.A.), Religion/Religious Studies, 3.75
Cody Faust's Boston Financial Data Services Experience November 2014 - Present
Job
Industry Financial Services
Experience
Boston Financial Data Services November 2014 - Present
USD368 June 2009 - August 2012
Skills
Microsoft Office, Windows, Linux, OS X, iOS, Troubleshooting, Rotating Equipment, Help Desk Support, Network Installation, Web Development, Programming, Computer Hardware
Education
The University of Kansas 2010 — 2014
Bachelor of Science (B.S.), Finance, General
Missouri Western State University 2009 — 2010
Boston Financial Data Services November 2014 - Present
USD368 June 2009 - August 2012
Skills
Microsoft Office, Windows, Linux, OS X, iOS, Troubleshooting, Rotating Equipment, Help Desk Support, Network Installation, Web Development, Programming, Computer Hardware
Education
The University of Kansas 2010 — 2014
Bachelor of Science (B.S.), Finance, General
Missouri Western State University 2009 — 2010
Michelle MacNeil's Boston Financial Data Services Experience January 1991 - April 1994
Job Financial Services Professional
Industry Financial Services
Experience
UBS Financial Services Inc 2013 - 2014
Morgan Stanley Smith Barney December 2003 - June 2013
Merrill Lynch January 1997 - December 2003
Putnam June 1995 - December 1996
Merrill Lynch April 1994 - May 1995
Boston Financial Data Services January 1991 - April 1994
Skills
Customer Service, Microsoft Office, Investments, Financial Services, Microsoft Word, PowerPoint, Leadership, Finance, Wealth Management, Financial Analysis
Education
Newbury College 1992 — 1994
Paralegal Certificate Program, Legal Assistant/Paralegal
University of Massachusetts Dartmouth 1987 — 1991
Bachelor of Applied Science (BASc), Criminal Justice
UBS Financial Services Inc 2013 - 2014
Morgan Stanley Smith Barney December 2003 - June 2013
Merrill Lynch January 1997 - December 2003
Putnam June 1995 - December 1996
Merrill Lynch April 1994 - May 1995
Boston Financial Data Services January 1991 - April 1994
Skills
Customer Service, Microsoft Office, Investments, Financial Services, Microsoft Word, PowerPoint, Leadership, Finance, Wealth Management, Financial Analysis
Education
Newbury College 1992 — 1994
Paralegal Certificate Program, Legal Assistant/Paralegal
University of Massachusetts Dartmouth 1987 — 1991
Bachelor of Applied Science (BASc), Criminal Justice
ANTHONY BLAKEY's Boston Financial Data Services Experience February 1998 - April 2003
Job
Industry Logistics and Supply Chain
Experience
COOPER B-LINE June 2003 - November 2014
Boston Financial Data Services February 1998 - April 2003
Skills
Logistics, Shipping, Access, Customer Service, Microsoft Excel, Outlook, Air Freight, Process Improvement, Purchasing, LTL
Education
MTI College 1997 — 1997
CERTIFICATE OF COMPLETION, MICROSOFT APPLICATIONS, 3.8
COOPER B-LINE June 2003 - November 2014
Boston Financial Data Services February 1998 - April 2003
Skills
Logistics, Shipping, Access, Customer Service, Microsoft Excel, Outlook, Air Freight, Process Improvement, Purchasing, LTL
Education
MTI College 1997 — 1997
CERTIFICATE OF COMPLETION, MICROSOFT APPLICATIONS, 3.8