Boston Financial Data Services
Boston Financial Data Services List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Boston Financial Data Services. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Boston Financial Data Services Salaries. You can even request information on how much does Boston Financial Data Services pay if you want to. Learn about salaries, pros and cons of working for Boston Financial Data Services directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
1,514 Boston Financial Data Services employees in database. Find out everything there's to know about Boston Financial Data Services employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Boston Financial Data Services Employees
Employee
Years
Job
Industry
Rob Morris Rob Morris's Boston Financial Data Services Experience November 2006 - April 2009
Job Senior Director of Sales Development at Nanigans (Leading Facebook and Digital Advertising Automation Software Company)
Industry Information Technology and Services
Experience
Nanigans June 2015 - Present
Premier Real Estate Solutions, LLC January 2015 - Present
Cloud Sherpas January 2013 - June 2015
Innoveer Solutions (acquired by Cloud Sherpas) February 2010 - January 2013
Innoveer Solutions (acquired by Cloud Sherpas) February 2010 - July 2012
By Appointment Only August 2009 - March 2010
Boston Financial Data Services November 2006 - April 2009
Tri-Town Baptist Church February 2001 - February 2009
Executive Advertising February 2005 - November 2006
Smart Circle International February 2005 - November 2006
Skills
Sales Management, Management, Team Leadership, New Business Development, Sales Process, Inside Sales, Lead Generation, Sales Operations, CRM, Salesforce.com, Cold Calling, Direct Sales, B2B, Marketing, Cloud Computing, Enterprise Software, Strategic Planning, Account Management, Consultative Selling, SaaS, Social Media Marketing, Solution Selling, Team Building, Program Management, Customer Service, Teaching, Business Intelligence, Business Strategy, Start-ups, Networking, Business Analysis, Marketing Strategy, Data Analysis, Sales Presentations, Problem Solving, Procedure Development, Email Marketing, Coaching, Management Consulting, Sales Support, Social Media, Social Networking, Business Management, Team Management, Online Marketing, SEO, Direct Marketing, Mentoring, Professional Services, Strategy
Education
Pensacola Christian College 1999 — 2002
Computer Science and Business Management
Braintree High School 1995 — 1999
Nanigans June 2015 - Present
Premier Real Estate Solutions, LLC January 2015 - Present
Cloud Sherpas January 2013 - June 2015
Innoveer Solutions (acquired by Cloud Sherpas) February 2010 - January 2013
Innoveer Solutions (acquired by Cloud Sherpas) February 2010 - July 2012
By Appointment Only August 2009 - March 2010
Boston Financial Data Services November 2006 - April 2009
Tri-Town Baptist Church February 2001 - February 2009
Executive Advertising February 2005 - November 2006
Smart Circle International February 2005 - November 2006
Skills
Sales Management, Management, Team Leadership, New Business Development, Sales Process, Inside Sales, Lead Generation, Sales Operations, CRM, Salesforce.com, Cold Calling, Direct Sales, B2B, Marketing, Cloud Computing, Enterprise Software, Strategic Planning, Account Management, Consultative Selling, SaaS, Social Media Marketing, Solution Selling, Team Building, Program Management, Customer Service, Teaching, Business Intelligence, Business Strategy, Start-ups, Networking, Business Analysis, Marketing Strategy, Data Analysis, Sales Presentations, Problem Solving, Procedure Development, Email Marketing, Coaching, Management Consulting, Sales Support, Social Media, Social Networking, Business Management, Team Management, Online Marketing, SEO, Direct Marketing, Mentoring, Professional Services, Strategy
Education
Pensacola Christian College 1999 — 2002
Computer Science and Business Management
Braintree High School 1995 — 1999
Haley Martin Haley Martin's Boston Financial Data Services Experience November 2014 - Present
Job Marketing and Media Production
Industry Marketing and Advertising
Experience
Boston Financial Data Services November 2014 - Present
VirtualHorseHelp.com June 2013 - October 2014
KWEM TV-31 May 2012 - May 2013
Ruffalo Cody June 2012 - September 2012
USDA May 2011 - September 2011
Skills
Final Cut Pro, Premiere, Adobe Creative Suite, Canon DSLR, Garageband, Microsoft Office, AP Style, iMovie, Facebook, Video Editing, Graphic Design, Broadcast, Producing, Video, Social Media, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Event Planning, Social Networking, Editing, Twitter, Writing, Marketing
Education
Oklahoma State University 2009 — 2013
Bachelor's degree, Sports Media
Boston Financial Data Services November 2014 - Present
VirtualHorseHelp.com June 2013 - October 2014
KWEM TV-31 May 2012 - May 2013
Ruffalo Cody June 2012 - September 2012
USDA May 2011 - September 2011
Skills
Final Cut Pro, Premiere, Adobe Creative Suite, Canon DSLR, Garageband, Microsoft Office, AP Style, iMovie, Facebook, Video Editing, Graphic Design, Broadcast, Producing, Video, Social Media, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Event Planning, Social Networking, Editing, Twitter, Writing, Marketing
Education
Oklahoma State University 2009 — 2013
Bachelor's degree, Sports Media
Jason Lacy's Boston Financial Data Services Experience September 2014 - Present
Job Group Manager of Institutional Operations at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services September 2014 - Present
Boston Financial Data Services 2011 - September 2014
Boston Financial Data Services September 2009 - January 2011
Skills
Financial Services, Banking, Call Centers, Investments, Mutual Funds, Process Improvement, Relationship Management, Finance, Management
Education
Northwest Missouri State University 2006 — 2009
Bachelor of Business Administration (BBA), Business Administration and Management, General
Boston Financial Data Services September 2014 - Present
Boston Financial Data Services 2011 - September 2014
Boston Financial Data Services September 2009 - January 2011
Skills
Financial Services, Banking, Call Centers, Investments, Mutual Funds, Process Improvement, Relationship Management, Finance, Management
Education
Northwest Missouri State University 2006 — 2009
Bachelor of Business Administration (BBA), Business Administration and Management, General
Sue Sibilia's Boston Financial Data Services Experience August 2007 - Present
Job Document Research Specialist
Industry Financial Services
Experience
Boston Financial Data Services August 2007 - Present
Putnam Investments August 2002 - August 2007
Skills
Sales Rep Training, Salesforce.com, Management, Data Analysis, Call Centers, Building Relationships, Quality Control, Time Management, Mutual Funds, Process Improvement, SDLC, Customer Service, Microsoft Excel
Education
Rhode Island College 1975 — 1979
Bachelor of Education (B.Ed.), Elementary Education and Teaching, 2
Rhode Island College
Bachelor's degree, Education/Psychology
Boston Financial Data Services August 2007 - Present
Putnam Investments August 2002 - August 2007
Skills
Sales Rep Training, Salesforce.com, Management, Data Analysis, Call Centers, Building Relationships, Quality Control, Time Management, Mutual Funds, Process Improvement, SDLC, Customer Service, Microsoft Excel
Education
Rhode Island College 1975 — 1979
Bachelor of Education (B.Ed.), Elementary Education and Teaching, 2
Rhode Island College
Bachelor's degree, Education/Psychology
Sara Leahy Sara Leahy's Boston Financial Data Services Experience January 1999 - December 2000
Job Graduate Studies at UMass Boston
Industry Law Practice
Experience
Lee, Rivers & Corr LLP September 2007 - Present
University of Massachusetts Boston March 2007 - Present
Liberty Funds Group/ Fleet January 2001 - October 2003
Boston Financial Data Services January 1999 - December 2000
Skills
Accounts Payable, Account Reconciliation, Analysis, Training, Invoicing, Time Management, Management, Journal Entries, Research, Financial Statements, Bookkeeping, Sales, Databases, Interviews, Tax
Education
Quinnipiac University 1994 — 1998
Bachelor of Arts (B.A.), Psychology
Lee, Rivers & Corr LLP September 2007 - Present
University of Massachusetts Boston March 2007 - Present
Liberty Funds Group/ Fleet January 2001 - October 2003
Boston Financial Data Services January 1999 - December 2000
Skills
Accounts Payable, Account Reconciliation, Analysis, Training, Invoicing, Time Management, Management, Journal Entries, Research, Financial Statements, Bookkeeping, Sales, Databases, Interviews, Tax
Education
Quinnipiac University 1994 — 1998
Bachelor of Arts (B.A.), Psychology
Amy Hurst Amy Hurst's Boston Financial Data Services Experience March 2000 - October 2003
Job Preferred Banker S2S III at Bank of America
Industry Banking
Experience
Bank of America September 2014 - Present
Bank of America January 2014 - September 2014
CVS Caremark Corporation December 2011 - June 2012
Blue Cross Blue Shield of Rhode Island October 2006 - March 2010
Self Employed "Designing_Amy", eBay Gold Power Seller : Children's Boutique Resale October 2003 - December 2006
Boston Financial Data Services March 2000 - October 2003
Interlink Business Services June 1998 - March 2000
Skills
Progressively..., Computer literate,..., Effective team member..., Career-minded,..., Able to maintain an..., Outlook, Social Media, Management, Software Documentation, Customer Service, Budgets, Event Planning, Customer Retention, Sales Operations, Leadership, Employee Benefits, Product Development, Call Centers, Policy, Microsoft Office, Healthcare, New Business Development, Community Outreach, Team Building, Training, Marketing, Sales, Advertising, Access, Analysis
Education
St. Petersburg College 1989 — 1990
None, Fine Art, Philosophy
Rhode Island College 1988 — 1989
None, Fine Art, Psychology
Classical High School 1984 — 1988
H.S. Diploma, College Preparatory
Bank of America September 2014 - Present
Bank of America January 2014 - September 2014
CVS Caremark Corporation December 2011 - June 2012
Blue Cross Blue Shield of Rhode Island October 2006 - March 2010
Self Employed "Designing_Amy", eBay Gold Power Seller : Children's Boutique Resale October 2003 - December 2006
Boston Financial Data Services March 2000 - October 2003
Interlink Business Services June 1998 - March 2000
Skills
Progressively..., Computer literate,..., Effective team member..., Career-minded,..., Able to maintain an..., Outlook, Social Media, Management, Software Documentation, Customer Service, Budgets, Event Planning, Customer Retention, Sales Operations, Leadership, Employee Benefits, Product Development, Call Centers, Policy, Microsoft Office, Healthcare, New Business Development, Community Outreach, Team Building, Training, Marketing, Sales, Advertising, Access, Analysis
Education
St. Petersburg College 1989 — 1990
None, Fine Art, Philosophy
Rhode Island College 1988 — 1989
None, Fine Art, Psychology
Classical High School 1984 — 1988
H.S. Diploma, College Preparatory
Angela Schelp Angela Schelp's Boston Financial Data Services Experience May 2001 - June 2004
Job Information Scientist at PNC
Industry Banking
Experience
PNC August 2015 - Present
DST Systems August 2014 - August 2015
DST Systems May 2013 - August 2014
PNC Real Estate / Midland Loan Services May 2011 - May 2013
Midland Loan Services June 2004 - May 2011
Boston Financial Data Services May 2001 - June 2004
Boston Financial Data Services May 2000 - May 2001
American Academy of Family Physicians April 1998 - May 2000
Russell Stover Candies May 1997 - April 1998
Skills
OBIEE, SSRS, Crystal Reports, Business Analysis, SQL, Microsoft SQL Server, VB.NET, Access, Banking, Financial Analysis, Software Development, Data Modeling, Database Design, Relational Databases, Business Intelligence, ETL, Data Warehousing, Databases, Business Requirements
Education
Rockhurst University 2014 — 2015
Data Science Certification
Park University 2000 — 2002
Bachelor of Science, Computer Based Information Systems
University of Central Missouri 1994 — 2000
Bachelor of Science, Business Administration; Accounting
PNC August 2015 - Present
DST Systems August 2014 - August 2015
DST Systems May 2013 - August 2014
PNC Real Estate / Midland Loan Services May 2011 - May 2013
Midland Loan Services June 2004 - May 2011
Boston Financial Data Services May 2001 - June 2004
Boston Financial Data Services May 2000 - May 2001
American Academy of Family Physicians April 1998 - May 2000
Russell Stover Candies May 1997 - April 1998
Skills
OBIEE, SSRS, Crystal Reports, Business Analysis, SQL, Microsoft SQL Server, VB.NET, Access, Banking, Financial Analysis, Software Development, Data Modeling, Database Design, Relational Databases, Business Intelligence, ETL, Data Warehousing, Databases, Business Requirements
Education
Rockhurst University 2014 — 2015
Data Science Certification
Park University 2000 — 2002
Bachelor of Science, Computer Based Information Systems
University of Central Missouri 1994 — 2000
Bachelor of Science, Business Administration; Accounting
Steven Witherspoon, MBA Steven Witherspoon, MBA's Boston Financial Data Services Experience October 2007 - November 2008
Job Owner/CEO/Consultant at Kingdom Consultation, LLC
Industry Internet
Experience
BMOC, INC January 2014 - Present
Kingdom Consultation, LLC February 2013 - Present
Campus Crest June 2013 - December 2013
ITT-Technical Institute March 2013 - June 2013
Eck Agency August 2012 - December 2012
Innovative Internet & Marketing Solutions, LLC September 2011 - March 2012
University of Phoenix November 2009 - September 2011
Grantham University May 2009 - July 2009
Haase & Long LLC July 2008 - May 2009
Boston Financial Data Services October 2007 - November 2008
Skills
Public Speaking, Higher Education, Staff Development, Leadership Development, Customer Service, Coaching, Teaching, Non-profits, Research, Team Building, Event Planning, Program Development, Microsoft Office, Community Outreach, Social Media, eCollege, Admissions, College Recruiting, Recruiting, Nonprofits, Time Management, Marketing, Facebook, Management, Email Marketing, Interviews, Program Management, Sales
Education
Regent University 2014 — 2017
Master's Degree, Worship and Renewal
University of Phoenix 2010 — 2011
Master of Business Administration, Business Administration and Management, General
The University of Kansas 2003 — 2008
BA, Political Science
University of Kansas 2003 — 2008
Bachelor of Arts, Political Science
BMOC, INC January 2014 - Present
Kingdom Consultation, LLC February 2013 - Present
Campus Crest June 2013 - December 2013
ITT-Technical Institute March 2013 - June 2013
Eck Agency August 2012 - December 2012
Innovative Internet & Marketing Solutions, LLC September 2011 - March 2012
University of Phoenix November 2009 - September 2011
Grantham University May 2009 - July 2009
Haase & Long LLC July 2008 - May 2009
Boston Financial Data Services October 2007 - November 2008
Skills
Public Speaking, Higher Education, Staff Development, Leadership Development, Customer Service, Coaching, Teaching, Non-profits, Research, Team Building, Event Planning, Program Development, Microsoft Office, Community Outreach, Social Media, eCollege, Admissions, College Recruiting, Recruiting, Nonprofits, Time Management, Marketing, Facebook, Management, Email Marketing, Interviews, Program Management, Sales
Education
Regent University 2014 — 2017
Master's Degree, Worship and Renewal
University of Phoenix 2010 — 2011
Master of Business Administration, Business Administration and Management, General
The University of Kansas 2003 — 2008
BA, Political Science
University of Kansas 2003 — 2008
Bachelor of Arts, Political Science
Justin Deeken Justin Deeken's Boston Financial Data Services Experience July 2012 - Present
Job Mutual Fund Client Liaison at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services July 2012 - Present
Skills
Mutual Funds, Financial Services, Financial Analysis, Relationship Management, Business Analysis, Process Improvement, Analysis, Microsoft Excel, Finance, SharePoint, Banking, Risk Management
Education
Rockhurst University 2003 — 2006
Master of Business Administration (M.B.A.), International Business
Rockhurst University 1996 — 2000
Bachelor of Science in Business Administration, Marketing
Boston Financial Data Services July 2012 - Present
Skills
Mutual Funds, Financial Services, Financial Analysis, Relationship Management, Business Analysis, Process Improvement, Analysis, Microsoft Excel, Finance, SharePoint, Banking, Risk Management
Education
Rockhurst University 2003 — 2006
Master of Business Administration (M.B.A.), International Business
Rockhurst University 1996 — 2000
Bachelor of Science in Business Administration, Marketing
Donald Howie Donald Howie's Boston Financial Data Services Experience April 2013 - Present
Job Telecommunications Professional
Industry Telecommunications
Experience
Boston Financial Data Services April 2013 - Present
Broadview Networks 2004 - 2012
AT&T June 1998 - March 2004
Skills
DSL, MPLS, Provisioning, T1, Telephony, Telecommunications, Call Centers, Ethernet, IVR, Avaya
Education
Quincy College
Boston Financial Data Services April 2013 - Present
Broadview Networks 2004 - 2012
AT&T June 1998 - March 2004
Skills
DSL, MPLS, Provisioning, T1, Telephony, Telecommunications, Call Centers, Ethernet, IVR, Avaya
Education
Quincy College
Sam Whitaker Sam Whitaker's Boston Financial Data Services Experience November 2010 - March 2012
Job Consultant at Cerner Corporation
Industry Information Technology and Services
Experience
Cerner Corporation April 2012 - Present
Boston Financial Data Services November 2010 - March 2012
Skills
Time Management, Windows, Microsoft Office, Microsoft Excel, MS Excel Pivot Tables, Microsoft Word, Outlook, Access, PowerPoint, Visio, Lync, Microsoft Publisher, OneNote, Cerner, PowerChart, Data Analysis, SQL, Microsoft SQL Server, Squirrel, Statistics, SQL Server Management..., Visual Basic, Analysis, SharePoint, PeopleSoft, Nortel, Cisco VPN, Balsamiq, Notepad++, Crystal Ball, Mutual Funds, Financial Analysis, Finance, Investments, Strategic Financial..., Financial Modeling, Accounting, Tax, Auditing, Financial Accounting, Oral & Written..., Written Communication, Editing, Public Speaking, Customer Service, Social Media, Research, Retail, Blackboard
Education
Rockhurst University 2015 — 2018
Master of Business Administration (M.B.A.), Business Intelligence
University of Kansas 2007 — 2011
Bachelor of Science (BS), Finance, Accounting
Cerner Corporation April 2012 - Present
Boston Financial Data Services November 2010 - March 2012
Skills
Time Management, Windows, Microsoft Office, Microsoft Excel, MS Excel Pivot Tables, Microsoft Word, Outlook, Access, PowerPoint, Visio, Lync, Microsoft Publisher, OneNote, Cerner, PowerChart, Data Analysis, SQL, Microsoft SQL Server, Squirrel, Statistics, SQL Server Management..., Visual Basic, Analysis, SharePoint, PeopleSoft, Nortel, Cisco VPN, Balsamiq, Notepad++, Crystal Ball, Mutual Funds, Financial Analysis, Finance, Investments, Strategic Financial..., Financial Modeling, Accounting, Tax, Auditing, Financial Accounting, Oral & Written..., Written Communication, Editing, Public Speaking, Customer Service, Social Media, Research, Retail, Blackboard
Education
Rockhurst University 2015 — 2018
Master of Business Administration (M.B.A.), Business Intelligence
University of Kansas 2007 — 2011
Bachelor of Science (BS), Finance, Accounting
Bob Ciccolo Bob Ciccolo's Boston Financial Data Services Experience August 2013 - January 2015
Job Vendor Procurement Administrator at Clean Harbors
Industry Financial Services
Experience
Clean Harbors July 2015 - Present
Boston Financial Data Services August 2013 - January 2015
Boston Harbor Cruises 2015 - 2015
Broadridge Financial Solutions January 2002 - December 2012
Dunkin' Brands January 1992 - January 2001
Skills
Business Analysis, Process Improvement, Project Management, Business Strategy, Call Center, Team Leadership, Strategic Planning, SharePoint, IT Management, Operations Management, Mutual Funds, Vendor Management, Requirements Analysis, User Acceptance Testing, Requirements Gathering, Visio, Business Requirements, SDLC, Analysis, QuickBooks, Bookkeeping, Microsoft Word, Microsoft Excel, Windows 8, Microsoft Outlook, Lotus Notes, Microsoft Office..., Data Center, Quality Assurance, Cisco Technologies, Call Centers, Management, Project Planning, Outlook, Windows, Software Documentation, Windows 7, Windows Server, Security, Access, Databases, Oracle, Networking, Training, Risk Management, MS Project, Customer Service, Customer Satisfaction, Financial Services, Microsoft Office
Education
New England Business Educational Systems 2012 — 2013
Certificate, Bookkeeping
Quincy College
Associate, Science
Clean Harbors July 2015 - Present
Boston Financial Data Services August 2013 - January 2015
Boston Harbor Cruises 2015 - 2015
Broadridge Financial Solutions January 2002 - December 2012
Dunkin' Brands January 1992 - January 2001
Skills
Business Analysis, Process Improvement, Project Management, Business Strategy, Call Center, Team Leadership, Strategic Planning, SharePoint, IT Management, Operations Management, Mutual Funds, Vendor Management, Requirements Analysis, User Acceptance Testing, Requirements Gathering, Visio, Business Requirements, SDLC, Analysis, QuickBooks, Bookkeeping, Microsoft Word, Microsoft Excel, Windows 8, Microsoft Outlook, Lotus Notes, Microsoft Office..., Data Center, Quality Assurance, Cisco Technologies, Call Centers, Management, Project Planning, Outlook, Windows, Software Documentation, Windows 7, Windows Server, Security, Access, Databases, Oracle, Networking, Training, Risk Management, MS Project, Customer Service, Customer Satisfaction, Financial Services, Microsoft Office
Education
New England Business Educational Systems 2012 — 2013
Certificate, Bookkeeping
Quincy College
Associate, Science
Parth Delvadia Parth Delvadia's Boston Financial Data Services Experience April 2014 - Present
Job Business Intelligence Developer at Boston Financial Data Services
Industry Information Technology and Services
Experience
Boston Financial Data Services April 2014 - Present
Independence Blue Cross May 2013 - April 2014
Skills
Microsoft SQL Server, Business Intelligence, SSRS, SSIS, Data Warehouse..., Database Design, Data Structures, Dimensional Modeling, Data Cubes, Data Mining, Visual Studio, SQL, Data Warehousing, MDX, DAX, SSAS 2008, Visual Basic, VB.NET, C++, C#, Data Modeling, MySQL, SQL PL, Microsoft Office, Leadership, Project Management, HTML, C, JDBC, Java, CSS, PHP, JavaScript, jQuery, Photography, ERP, Visio, Databases, ETL, T-SQL, Analysis, Analysis Services, Stored Procedures, Business Analysis
Education
Penn State University 2011 — 2013
BS, Information Sciences and Technology, 3.65
Penn State University 2011 — 2013
Bachelor of Science (BS), Business Administration and Management, General
Boston Financial Data Services April 2014 - Present
Independence Blue Cross May 2013 - April 2014
Skills
Microsoft SQL Server, Business Intelligence, SSRS, SSIS, Data Warehouse..., Database Design, Data Structures, Dimensional Modeling, Data Cubes, Data Mining, Visual Studio, SQL, Data Warehousing, MDX, DAX, SSAS 2008, Visual Basic, VB.NET, C++, C#, Data Modeling, MySQL, SQL PL, Microsoft Office, Leadership, Project Management, HTML, C, JDBC, Java, CSS, PHP, JavaScript, jQuery, Photography, ERP, Visio, Databases, ETL, T-SQL, Analysis, Analysis Services, Stored Procedures, Business Analysis
Education
Penn State University 2011 — 2013
BS, Information Sciences and Technology, 3.65
Penn State University 2011 — 2013
Bachelor of Science (BS), Business Administration and Management, General
Brian Nagle Brian Nagle's Boston Financial Data Services Experience January 2003 - February 2008
Job Operations Specialist at Sterling National Bank
Industry Financial Services
Experience
Sterling National Bank April 2012 - Present
JPMorgan Chase March 2008 - March 2011
Boston Financial Data Services January 2003 - February 2008
Skills
Account Reconciliation, Investments, Financial Services, Banking, Derivatives, Customer Service, Process Improvement
Education
Rhode Island College 1997 — 2002
Bachelor of Science, Management
Sterling National Bank April 2012 - Present
JPMorgan Chase March 2008 - March 2011
Boston Financial Data Services January 2003 - February 2008
Skills
Account Reconciliation, Investments, Financial Services, Banking, Derivatives, Customer Service, Process Improvement
Education
Rhode Island College 1997 — 2002
Bachelor of Science, Management
Natalie Sacco Natalie Sacco's Boston Financial Data Services Experience November 2004 - 2005
Job Real Estate Agent at Olde Forge Realty
Industry Real Estate
Experience
Olde Forge Realty August 2013 - Present
MBM January 2012 - Present
Comcast May 2010 - June 2011
Citysearch.com September 2007 - 2009
Enterprise Rent-A-Car August 2005 - August 2007
Boston Financial Data Services November 2004 - 2005
Skills
Cold Calling, Sales, Salesforce.com, Business Development, Account Management, Sales Operations, Selling, Direct Sales, Lead Generation, Management, Sales Process, Sales Management, Marketing, Leadership, Sales Presentations
Education
Salve Regina University 1999 — 2003
B.S., Business Administration; Concentration Marketing
Massachusetts Academy of Real Estate
Real Estate License #009528252
Olde Forge Realty August 2013 - Present
MBM January 2012 - Present
Comcast May 2010 - June 2011
Citysearch.com September 2007 - 2009
Enterprise Rent-A-Car August 2005 - August 2007
Boston Financial Data Services November 2004 - 2005
Skills
Cold Calling, Sales, Salesforce.com, Business Development, Account Management, Sales Operations, Selling, Direct Sales, Lead Generation, Management, Sales Process, Sales Management, Marketing, Leadership, Sales Presentations
Education
Salve Regina University 1999 — 2003
B.S., Business Administration; Concentration Marketing
Massachusetts Academy of Real Estate
Real Estate License #009528252
Gregg Denizard Gregg Denizard's Boston Financial Data Services Experience August 2012 - 2013
Job Provider Enrollment Specialist
Industry Financial Services
Experience
NHIC Inc. - Hewlett Packard Enterprise October 2014 - Present
Boston Financial Data Services August 2012 - 2013
MFS Investment Management December 2008 - November 2010
MFS Investment Management January 2006 - December 2008
MFS Investment Management January 2005 - December 2006
MFS Investment Management January 2003 - December 2004
MFS Investment Management January 2001 - December 2002
MFS Investment Management March 1999 - December 2000
Fidelity Investments January 1997 - December 1998
Fidelity Investments January 1997 - December 1997
Skills
Microsoft Office, Technical Writing, Customer Service, Compliance, Editing, Problem Solving, Troubleshooting, Analysis, Data Processing, Procedures Documentation, Data Quality Assurance, report generation, database mining, Small Group..., Building Relationships, complaint resolution, Discrepancy Resolution, Process Implementation, Training Manuals, Technical Documentation, SQL, Database Design, Access Database, Microsoft Excel, Visual Basic, Software Documentation, Mutual Funds
Education
Quincy College
Computer Science, Spanish
University of Massachusetts Dartmouth
Bachelors, English Writing/Communications
NHIC Inc. - Hewlett Packard Enterprise October 2014 - Present
Boston Financial Data Services August 2012 - 2013
MFS Investment Management December 2008 - November 2010
MFS Investment Management January 2006 - December 2008
MFS Investment Management January 2005 - December 2006
MFS Investment Management January 2003 - December 2004
MFS Investment Management January 2001 - December 2002
MFS Investment Management March 1999 - December 2000
Fidelity Investments January 1997 - December 1998
Fidelity Investments January 1997 - December 1997
Skills
Microsoft Office, Technical Writing, Customer Service, Compliance, Editing, Problem Solving, Troubleshooting, Analysis, Data Processing, Procedures Documentation, Data Quality Assurance, report generation, database mining, Small Group..., Building Relationships, complaint resolution, Discrepancy Resolution, Process Implementation, Training Manuals, Technical Documentation, SQL, Database Design, Access Database, Microsoft Excel, Visual Basic, Software Documentation, Mutual Funds
Education
Quincy College
Computer Science, Spanish
University of Massachusetts Dartmouth
Bachelors, English Writing/Communications
Winn Hackett Winn Hackett's Boston Financial Data Services Experience 1981 - 1983
Job Financial Services and Retirement Plans Management
Industry Financial Services
Experience
Little Theatre School Nursery and Kindergarten September 2011 - Present
Brandeis University International Business School August 2011 - Present
ING, formerly CitiStreet July 2008 - 2011
CitiStreet (Joint Venture Citigroup Asset Management and State Street Bank) August 2001 - July 2008
PriceWaterhouseCoopers 1986 - 2001
The Boston Company 1983 - 1986
Boston Financial Data Services 1981 - 1983
Skills
Strategy, Management, Financial Services, Financial Modeling, Financial Analysis, Business Analysis, Asset Management, Investments, Management Consulting, Risk Management, Microsoft Excel, Strategic Planning, Business Process..., Leadership, Microsoft Office
Education
Northeastern University
BS Business Administration, Accounting
Little Theatre School Nursery and Kindergarten September 2011 - Present
Brandeis University International Business School August 2011 - Present
ING, formerly CitiStreet July 2008 - 2011
CitiStreet (Joint Venture Citigroup Asset Management and State Street Bank) August 2001 - July 2008
PriceWaterhouseCoopers 1986 - 2001
The Boston Company 1983 - 1986
Boston Financial Data Services 1981 - 1983
Skills
Strategy, Management, Financial Services, Financial Modeling, Financial Analysis, Business Analysis, Asset Management, Investments, Management Consulting, Risk Management, Microsoft Excel, Strategic Planning, Business Process..., Leadership, Microsoft Office
Education
Northeastern University
BS Business Administration, Accounting
Peter Colarusso Peter Colarusso's Boston Financial Data Services Experience January 1992 - January 2001
Job Team Leader at Mercer Investments
Industry Financial Services
Experience
Mercer - Investments July 2014 - Present
Comcast Cable May 2011 - July 2014
Atlas Watersystems, Inc March 2012 - February 2014
John Hancock Financial Services April 2005 - August 2010
State Street Bank September 2003 - April 2005
PFPC October 2001 - September 2003
PFPC Global Advisors January 2001 - January 2003
Mutual Fund / 529 State Tuition Plan Call Center January 2000 - January 2001
Boston Financial Data Services January 1992 - January 2001
Mutual Fund January 1995 - January 2000
Skills
Applicant Tracking..., Management, Team Building, Process Improvement, Training, Talent Acquisition, Employee Benefits, Mutual Funds, Recruiting, Leadership, Call Centers, Vendor Management, Sales, Customer Satisfaction, New Business Development, Customer Service, Interviews, Account Management, Risk Management, Investments, Insurance, Financial Services
Education
Cape Cod College
Quincy College
Mercer - Investments July 2014 - Present
Comcast Cable May 2011 - July 2014
Atlas Watersystems, Inc March 2012 - February 2014
John Hancock Financial Services April 2005 - August 2010
State Street Bank September 2003 - April 2005
PFPC October 2001 - September 2003
PFPC Global Advisors January 2001 - January 2003
Mutual Fund / 529 State Tuition Plan Call Center January 2000 - January 2001
Boston Financial Data Services January 1992 - January 2001
Mutual Fund January 1995 - January 2000
Skills
Applicant Tracking..., Management, Team Building, Process Improvement, Training, Talent Acquisition, Employee Benefits, Mutual Funds, Recruiting, Leadership, Call Centers, Vendor Management, Sales, Customer Satisfaction, New Business Development, Customer Service, Interviews, Account Management, Risk Management, Investments, Insurance, Financial Services
Education
Cape Cod College
Quincy College
Erin Lapointe Erin Lapointe's Boston Financial Data Services Experience December 1994 - February 2001
Job Project Manager at ADP
Industry Marketing and Advertising
Experience
ADP - Employer Services April 2011 - Present
ADP Dealer Services March 2008 - June 2011
ADP Dealer Services April 2007 - June 2009
ADP / BZ Results May 2005 - April 2007
BZ Results a division of ADP October 2004 - May 2005
PFPC February 2001 - July 2004
Boston Financial Data Services December 1994 - February 2001
Education
Roger Williams University 1996 — 1996
Kaplan University
Business
ADP - Employer Services April 2011 - Present
ADP Dealer Services March 2008 - June 2011
ADP Dealer Services April 2007 - June 2009
ADP / BZ Results May 2005 - April 2007
BZ Results a division of ADP October 2004 - May 2005
PFPC February 2001 - July 2004
Boston Financial Data Services December 1994 - February 2001
Education
Roger Williams University 1996 — 1996
Kaplan University
Business
Trina Pickering-Estremera Trina Pickering-Estremera's Boston Financial Data Services Experience June 2002 - March 2003
Job Making life that much simpler!
Industry Financial Services
Experience
Trina's Care June 2011 - Present
Trina's Professional Organization April 2011 - Present
State Street Bank and Trust Company April 2007 - December 2010
State Street Bank and Trust Company January 2007 - December 2010
Fidelity Investments September 2003 - April 2007
Fidelity Investments January 2003 - April 2007
Fidelity Investments January 2003 - December 2003
Fidelity Investments March 2003 - September 2003
Boston Financial Data Services June 2002 - March 2003
Boston Financial Data Services January 2002 - December 2002
Skills
Mutual Funds, Strategic Planning, Leadership, Risk Management, Corporate Actions, Investments, Process Improvement, Vendor Management, Business Analysis, Securities, Financial Services
Education
New England College of Finance 2000 — 2002
Certification, Mutual Fund and Stock Market Research
Quincy College 1996 — 2000
Business Management
Weymouth High School VTHS 1992 — 1996
Choir, Piano, Jazz Band, Concert Band and Marching Band
New England College of Finance
Quincy College
Business, Management
Quincy College
Business, Management
Trina's Care June 2011 - Present
Trina's Professional Organization April 2011 - Present
State Street Bank and Trust Company April 2007 - December 2010
State Street Bank and Trust Company January 2007 - December 2010
Fidelity Investments September 2003 - April 2007
Fidelity Investments January 2003 - April 2007
Fidelity Investments January 2003 - December 2003
Fidelity Investments March 2003 - September 2003
Boston Financial Data Services June 2002 - March 2003
Boston Financial Data Services January 2002 - December 2002
Skills
Mutual Funds, Strategic Planning, Leadership, Risk Management, Corporate Actions, Investments, Process Improvement, Vendor Management, Business Analysis, Securities, Financial Services
Education
New England College of Finance 2000 — 2002
Certification, Mutual Fund and Stock Market Research
Quincy College 1996 — 2000
Business Management
Weymouth High School VTHS 1992 — 1996
Choir, Piano, Jazz Band, Concert Band and Marching Band
New England College of Finance
Quincy College
Business, Management
Quincy College
Business, Management
Karl Ryan's Boston Financial Data Services Experience March 2000 - Present
Job Sr. Account Manager at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services March 2000 - Present
Trustar 1999 - 2001
Trustar Retirements March 1999 - February 2000
Skills
Financial Services, Mutual Funds, Retirement, Business Analysis, 401k, Banking, Finance, Insurance, Investments, Management, Relationship Management, Risk Management, Securities, Series 63, Employee Benefits
Education
Quincy College 1989 — 1992
associates, Liberal Arts
Boston Financial Data Services March 2000 - Present
Trustar 1999 - 2001
Trustar Retirements March 1999 - February 2000
Skills
Financial Services, Mutual Funds, Retirement, Business Analysis, 401k, Banking, Finance, Insurance, Investments, Management, Relationship Management, Risk Management, Securities, Series 63, Employee Benefits
Education
Quincy College 1989 — 1992
associates, Liberal Arts
Bill Byrnes Bill Byrnes's Boston Financial Data Services Experience May 1994 - January 2001
Job Consultant at Grahall Partners LLC
Industry Management Consulting
Experience
Grahall Partners, LLC March 2006 - Present
ICMA Retirement Corporation May 2004 - March 2006
New York Life Insurance Company February 2001 - April 2004
The SPARK Institute 1998 - 2003
Boston Financial Data Services May 1994 - January 2001
Putnam Investments December 1991 - May 1994
Fidelity Investments December 1986 - December 1991
Emery Worldwide 1984 - 1986
Xerox Corporation June 1973 - July 1984
MeadWestvaco January 1972 - June 1973
Skills
Executive Search, Organizational..., Change Management, Sales, Training Delivery, Executive Management, Business Intelligence, Team Leadership, Consulting, Management, Start-ups, Contract Negotiation, Business Strategy, Banking, Marketing, Finance, Performance Improvement, Integration, Corporate Governance, Mergers, Strategic Consulting, Staff Development, Insurance, Strategy, Personal Development, Due Diligence, Employee Training, Strategic Planning, HRIS, Talent Management, Operational Excellence, Employment Law, Investment Management, Account Management, Operations Management, Management Development, Organizational..., Business Analysis, Retirement Planning, Outsourcing, Financial Modeling, Recruiting, Manufacturing, Employee Engagement, Restructuring, Workshop Facilitation, Mentoring, Sourcing, Interviews, Onboarding
Education
University at Albany, SUNY 1967 — 1968
M.S., Personnel Administration
State University of New York College at Geneseo 1964 — 1967
BS, History
Saint Bonaventure University 1963 — 1964
N/A, History
Grahall Partners, LLC March 2006 - Present
ICMA Retirement Corporation May 2004 - March 2006
New York Life Insurance Company February 2001 - April 2004
The SPARK Institute 1998 - 2003
Boston Financial Data Services May 1994 - January 2001
Putnam Investments December 1991 - May 1994
Fidelity Investments December 1986 - December 1991
Emery Worldwide 1984 - 1986
Xerox Corporation June 1973 - July 1984
MeadWestvaco January 1972 - June 1973
Skills
Executive Search, Organizational..., Change Management, Sales, Training Delivery, Executive Management, Business Intelligence, Team Leadership, Consulting, Management, Start-ups, Contract Negotiation, Business Strategy, Banking, Marketing, Finance, Performance Improvement, Integration, Corporate Governance, Mergers, Strategic Consulting, Staff Development, Insurance, Strategy, Personal Development, Due Diligence, Employee Training, Strategic Planning, HRIS, Talent Management, Operational Excellence, Employment Law, Investment Management, Account Management, Operations Management, Management Development, Organizational..., Business Analysis, Retirement Planning, Outsourcing, Financial Modeling, Recruiting, Manufacturing, Employee Engagement, Restructuring, Workshop Facilitation, Mentoring, Sourcing, Interviews, Onboarding
Education
University at Albany, SUNY 1967 — 1968
M.S., Personnel Administration
State University of New York College at Geneseo 1964 — 1967
BS, History
Saint Bonaventure University 1963 — 1964
N/A, History
Ruth Murphy Ruth Murphy's Boston Financial Data Services Experience October 2004 - May 2012
Job Tax Specialist IV at Bank of New York Mellon
Industry Investment Management
Experience
BNY Mellon April 2012 - Present
Boston Financial Data Services October 2004 - May 2012
Boston Financial Data Services April 2000 - October 2004
Skills
Operations Management, Fund Administration, Business Process, Investment Operations, Project Planning, Project Execution, Client Services, Retail Banking, Information Management, Compliance, Problem Solving, Research, Customer Relations, Project Management, Customer Service, Mutual Funds, Business Analysis, Risk Management, Financial Services, Investments, Accounting, Process Improvement, Finance, Analysis, Management
Education
Rhode Island College 1998 — 2002
B.S.C, COMPUTER INFORMATION SYSTEMS
BNY Mellon April 2012 - Present
Boston Financial Data Services October 2004 - May 2012
Boston Financial Data Services April 2000 - October 2004
Skills
Operations Management, Fund Administration, Business Process, Investment Operations, Project Planning, Project Execution, Client Services, Retail Banking, Information Management, Compliance, Problem Solving, Research, Customer Relations, Project Management, Customer Service, Mutual Funds, Business Analysis, Risk Management, Financial Services, Investments, Accounting, Process Improvement, Finance, Analysis, Management
Education
Rhode Island College 1998 — 2002
B.S.C, COMPUTER INFORMATION SYSTEMS
Jennifer Lund Jennifer Lund's Boston Financial Data Services Experience February 1999 - May 2002
Job VP Global Network and Infrastructure Solutions at Bank of America
Industry Information Technology and Services
Experience
Bank of America August 2013 - Present
Bank of America August 2012 - July 2013
Bank of America July 2011 - August 2012
Bank of America January 2010 - July 2011
Genesis 10 September 2009 - January 2011
Pinnacle Realty LLC March 2003 - September 2009
Boston Financial Data Services February 1999 - May 2002
DST Technologies 1997 - 1998
DST Technologies 1995 - 1997
DST Technologies 1993 - 1996
Education
Rockhurst University 1990 — 1994
MBA, Finance
William Jewell College 1986 — 1990
Bachelor's of Science, Business Administration & Management
Centriq
Bank of America August 2013 - Present
Bank of America August 2012 - July 2013
Bank of America July 2011 - August 2012
Bank of America January 2010 - July 2011
Genesis 10 September 2009 - January 2011
Pinnacle Realty LLC March 2003 - September 2009
Boston Financial Data Services February 1999 - May 2002
DST Technologies 1997 - 1998
DST Technologies 1995 - 1997
DST Technologies 1993 - 1996
Education
Rockhurst University 1990 — 1994
MBA, Finance
William Jewell College 1986 — 1990
Bachelor's of Science, Business Administration & Management
Centriq
Tim George Tim George's Boston Financial Data Services Experience December 2013 - May 2015
Job Sr. Web Developer at Eaton Vance
Industry Information Technology and Services
Experience
Eaton Vance May 2015 - Present
Boston Financial Data Services December 2013 - May 2015
Boston Financial Data Services March 2012 - December 2013
TrueAction, A GSI Commerce Company September 2011 - February 2012
Boston Financial Data Services September 2009 - September 2011
Aramark Uniform Services October 2008 - September 2009
Kelly Services July 2008 - September 2008
Gillette June 2006 - August 2006
Boston Financial Data Services 2004 - 2005
Skills
CSS, JavaScript, PHP, XML, ASP, HTML, HTML 5, CSS3, Java, C#, Microsoft SQL Server, User Experience, .NET, Web Design, Usability, Web Development, SharePoint, Requirements Analysis, SQL, User Interface, jQuery, jQuery UI, jQuery Mobile, Databases, User Interface Design, XHTML, Web Applications, JSON, Git, HTML5
Education
Rochester Institute of Technology 2004 — 2008
BS, Information Technology
Eaton Vance May 2015 - Present
Boston Financial Data Services December 2013 - May 2015
Boston Financial Data Services March 2012 - December 2013
TrueAction, A GSI Commerce Company September 2011 - February 2012
Boston Financial Data Services September 2009 - September 2011
Aramark Uniform Services October 2008 - September 2009
Kelly Services July 2008 - September 2008
Gillette June 2006 - August 2006
Boston Financial Data Services 2004 - 2005
Skills
CSS, JavaScript, PHP, XML, ASP, HTML, HTML 5, CSS3, Java, C#, Microsoft SQL Server, User Experience, .NET, Web Design, Usability, Web Development, SharePoint, Requirements Analysis, SQL, User Interface, jQuery, jQuery UI, jQuery Mobile, Databases, User Interface Design, XHTML, Web Applications, JSON, Git, HTML5
Education
Rochester Institute of Technology 2004 — 2008
BS, Information Technology
Kelly Pordon's Boston Financial Data Services Experience August 2012 - August 2015
Job Marketing Specialist at American Dental Partners
Industry Hospital & Health Care
Experience
American Dental Partners August 2015 - Present
Boston Financial Data Services August 2012 - August 2015
Symmons Industries December 2009 - April 2011
Symmons Industries October 2008 - December 2009
R&R Insurance Services August 2005 - July 2008
Skills
Marketing Strategy, Competitive Analysis, Strategic Planning, Brand Management, Social Media Marketing, Marketing Communications, Marketing, Product Marketing, Social Networking, Advertising, B2B, Product Management, Lead Generation, CRM, SEO, Content Management, Press Releases
Education
Purdue University 2014 — 2016
Master of Science (M.S.), Communication
Purdue University 2001 — 2005
Bachelor of Arts, Communication, 3.99
American Dental Partners August 2015 - Present
Boston Financial Data Services August 2012 - August 2015
Symmons Industries December 2009 - April 2011
Symmons Industries October 2008 - December 2009
R&R Insurance Services August 2005 - July 2008
Skills
Marketing Strategy, Competitive Analysis, Strategic Planning, Brand Management, Social Media Marketing, Marketing Communications, Marketing, Product Marketing, Social Networking, Advertising, B2B, Product Management, Lead Generation, CRM, SEO, Content Management, Press Releases
Education
Purdue University 2014 — 2016
Master of Science (M.S.), Communication
Purdue University 2001 — 2005
Bachelor of Arts, Communication, 3.99
Ronald Quintyne-Gibson's Boston Financial Data Services Experience September 2001 - Present
Job Operations Line Manager at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services September 2001 - Present
Skills
Self-motivated, Energetic, Team player
Education
Roxbury Community College
Social Science
Boston Financial Data Services September 2001 - Present
Skills
Self-motivated, Energetic, Team player
Education
Roxbury Community College
Social Science
Theresa Dydzak's Boston Financial Data Services Experience June 2005 - April 2007
Job Attorney
Industry Law Practice
Experience
Electric Insurance Company April 2015 - Present
Harmon Law Offices, P.C. October 2011 - April 2015
Dunkin' Brands June 2010 - October 2011
The Law Offices of Epstein, Lipsey & Clifford, P.C. May 2008 - April 2009
Law Offices of Robert G. Wilson III May 2007 - April 2008
Boston Financial Data Services June 2005 - April 2007
Office of the Attorney General of Rhode Island January 2004 - April 2004
Skills
Legal Writing, Courts, Hearings, Mediation, Legal Assistance, Real Estate, Foreclosures, Estate Administration, Consumer Law, Estate Planning, Motions, Microsoft Excel, LexisNexis, Intellectual Property, Property Law, Document Review, Legal Issues, Arbitration
Education
Suffolk University Law School 2006 — 2009
Doctor of Law (JD)
Providence College 2001 — 2005
Bachelor of Arts (BA), Political Science
Electric Insurance Company April 2015 - Present
Harmon Law Offices, P.C. October 2011 - April 2015
Dunkin' Brands June 2010 - October 2011
The Law Offices of Epstein, Lipsey & Clifford, P.C. May 2008 - April 2009
Law Offices of Robert G. Wilson III May 2007 - April 2008
Boston Financial Data Services June 2005 - April 2007
Office of the Attorney General of Rhode Island January 2004 - April 2004
Skills
Legal Writing, Courts, Hearings, Mediation, Legal Assistance, Real Estate, Foreclosures, Estate Administration, Consumer Law, Estate Planning, Motions, Microsoft Excel, LexisNexis, Intellectual Property, Property Law, Document Review, Legal Issues, Arbitration
Education
Suffolk University Law School 2006 — 2009
Doctor of Law (JD)
Providence College 2001 — 2005
Bachelor of Arts (BA), Political Science
Debbie Patch Debbie Patch's Boston Financial Data Services Experience July 1994 - November 2002
Job Implementation Project Manager II at Paycor
Industry Information Technology and Services
Experience
Paycor November 2013 - Present
DST Systems April 2010 - December 2012
DST Systems January 2005 - March 2010
DST Systems December 2002 - December 2004
Boston Financial Data Services July 1994 - November 2002
Boston Financial Data Services May 1990 - June 1994
Boston Financial Data Services January 1988 - April 1990
Shareholders Investor Service Corporation (SISCOR) August 1985 - December 1987
DST Systems February 1985 - July 1985
DST Systems July 1984 - January 1985
Skills
Call Centers, Mutual Funds, SQL, Microsoft Excel, Requirements Gathering, Investments, Analysis, Management, Program Management, New Business Development, Business Analysis, DB2, CRM, Team Leadership, Process Improvement, Operations Management, Software Development, Leadership, Asset Managment, Project Management, Software Documentation, Customer Service, Relationship Management, Requirements Analysis, Vendor Management, JCL, Account Management, Research, Financial Services, Securities, Software Project..., SDLC, Mainframe, Microsoft Word, Disaster Recovery, User Acceptance Testing, Testing, Systems Analysis, Strategic Planning, Business Process..., Project Planning, Change Management, Financial Analysis, SharePoint, Sales Management, Lotus Notes, Coaching, Agile Methodologies, 401k, Business Process
Education
Northwest Missouri State University 1979 — 1983
Bachelor of Science, Accounting
Paycor November 2013 - Present
DST Systems April 2010 - December 2012
DST Systems January 2005 - March 2010
DST Systems December 2002 - December 2004
Boston Financial Data Services July 1994 - November 2002
Boston Financial Data Services May 1990 - June 1994
Boston Financial Data Services January 1988 - April 1990
Shareholders Investor Service Corporation (SISCOR) August 1985 - December 1987
DST Systems February 1985 - July 1985
DST Systems July 1984 - January 1985
Skills
Call Centers, Mutual Funds, SQL, Microsoft Excel, Requirements Gathering, Investments, Analysis, Management, Program Management, New Business Development, Business Analysis, DB2, CRM, Team Leadership, Process Improvement, Operations Management, Software Development, Leadership, Asset Managment, Project Management, Software Documentation, Customer Service, Relationship Management, Requirements Analysis, Vendor Management, JCL, Account Management, Research, Financial Services, Securities, Software Project..., SDLC, Mainframe, Microsoft Word, Disaster Recovery, User Acceptance Testing, Testing, Systems Analysis, Strategic Planning, Business Process..., Project Planning, Change Management, Financial Analysis, SharePoint, Sales Management, Lotus Notes, Coaching, Agile Methodologies, 401k, Business Process
Education
Northwest Missouri State University 1979 — 1983
Bachelor of Science, Accounting
Adam Goldberg Adam Goldberg's Boston Financial Data Services Experience April 2011 - August 2012
Job Senior Virtualization Engineer at Avid Technology
Industry Information Technology and Services
Experience
Avid Technology February 2015 - Present
Boston Financial Data Services April 2011 - August 2012
UniGraphic May 2010 - August 2010
Papa Gino's Inc. February 2009 - November 2009
Reebok International, Ltd. September 2004 - January 2009
Skills
Servers, Virtualization, VMware, Windows Server, Server Administration, Microsoft Office, VMware ESX
Education
Savannah College of Art and Design 1988 — 1993
BFA, Graphic Design
Avid Technology February 2015 - Present
Boston Financial Data Services April 2011 - August 2012
UniGraphic May 2010 - August 2010
Papa Gino's Inc. February 2009 - November 2009
Reebok International, Ltd. September 2004 - January 2009
Skills
Servers, Virtualization, VMware, Windows Server, Server Administration, Microsoft Office, VMware ESX
Education
Savannah College of Art and Design 1988 — 1993
BFA, Graphic Design
Lisa A. Blais's Boston Financial Data Services Experience February 1993 - March 1994
Job Manager of Advanced Analytics at Stop & Shop
Industry Retail
Experience
Stop & Shop March 2005 - Present
Talbots February 2000 - March 2005
Harvard Pilgrim Health Care March 1998 - February 2000
State Street Bank August 1997 - March 1998
Scudder, Stevens & Clark, Inc. March 1994 - June 1997
Boston Financial Data Services February 1993 - March 1994
Skills
Retail, Operations Management, Teamwork, Marketing, Microsoft Excel, Forecasting, Financial Services, Income Statement, Microsoft Office, Access, Competitive Analysis, Budgets, Financial Analysis, Pricing, Team Leadership, Strategic Planning, Analysis, Merchandising, Microsoft Word, Inventory Management, Analytics, Finance, Data Analysis, Process Improvement, Management, Business Analysis
Education
Plymouth State University 1987 — 1992
BS, Actuarial Mathematics, Business Administration
Stop & Shop March 2005 - Present
Talbots February 2000 - March 2005
Harvard Pilgrim Health Care March 1998 - February 2000
State Street Bank August 1997 - March 1998
Scudder, Stevens & Clark, Inc. March 1994 - June 1997
Boston Financial Data Services February 1993 - March 1994
Skills
Retail, Operations Management, Teamwork, Marketing, Microsoft Excel, Forecasting, Financial Services, Income Statement, Microsoft Office, Access, Competitive Analysis, Budgets, Financial Analysis, Pricing, Team Leadership, Strategic Planning, Analysis, Merchandising, Microsoft Word, Inventory Management, Analytics, Finance, Data Analysis, Process Improvement, Management, Business Analysis
Education
Plymouth State University 1987 — 1992
BS, Actuarial Mathematics, Business Administration
Amy (Van Veen) Palmer Amy (Van Veen) Palmer's Boston Financial Data Services Experience December 1997 - April 2001
Job Compliance Director, Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial August 2008 - Present
Sun Life Financial June 2004 - August 2008
Sun Life Financial May 2001 - June 2004
Boston Financial Data Services December 1997 - April 2001
Scudder Investments September 1993 - April 1997
Skills
Compliance, FINRA, Series 6, Insurance, SEC Rule 38a-1, Financial Services, Mutual Funds, Internal Controls, Privacy Compliance, Series 63, Privacy Law, Risk Management, Customer Service
Education
Regis College 1982 — 1986
Bachelor of Arts, English/ Communications
Concord Carlisle High School 1978 — 1982
college prep, college prep
Sun Life Financial August 2008 - Present
Sun Life Financial June 2004 - August 2008
Sun Life Financial May 2001 - June 2004
Boston Financial Data Services December 1997 - April 2001
Scudder Investments September 1993 - April 1997
Skills
Compliance, FINRA, Series 6, Insurance, SEC Rule 38a-1, Financial Services, Mutual Funds, Internal Controls, Privacy Compliance, Series 63, Privacy Law, Risk Management, Customer Service
Education
Regis College 1982 — 1986
Bachelor of Arts, English/ Communications
Concord Carlisle High School 1978 — 1982
college prep, college prep
Candice Caines-Francis Candice Caines-Francis's Boston Financial Data Services Experience 2011 - 2014
Job Financial Services Consultant
Industry Accounting
Experience
Boston Financial Data Services 2011 - 2014
Boston Financial Data Services 2004 - 2011
OneBeacon Insurance 2003 - 2004
PwC 2000 - 2003
BNY Mellon 1998 - 1999
Skills
Auditing, Risk Management, Internal Controls, Business Process..., Business Continuity..., Financial Analysis, Financial Services, Information Security, Accounting, Financial Reporting, Mutual Funds, Insurance, IT Audit, Internal Audit, Financial Accounting, SSAE 16, Employee Training, Strategic Planning, Team Building, Leadership, Resource Staffing, Microsoft Office, Interviewing Skills, Workshop Facilitation, Coaching, Disaster Recovery, Tax Preparation
Education
Suffolk University 1999 — 2001
Master of Business Administration (MBA), Accounting
Simmons College 1994 — 1998
Bachelor of Arts (BA), Human Services, General
Suffolk University - Sawyer Business School
Master of Business Administration (MBA), Accounting
Boston Financial Data Services 2011 - 2014
Boston Financial Data Services 2004 - 2011
OneBeacon Insurance 2003 - 2004
PwC 2000 - 2003
BNY Mellon 1998 - 1999
Skills
Auditing, Risk Management, Internal Controls, Business Process..., Business Continuity..., Financial Analysis, Financial Services, Information Security, Accounting, Financial Reporting, Mutual Funds, Insurance, IT Audit, Internal Audit, Financial Accounting, SSAE 16, Employee Training, Strategic Planning, Team Building, Leadership, Resource Staffing, Microsoft Office, Interviewing Skills, Workshop Facilitation, Coaching, Disaster Recovery, Tax Preparation
Education
Suffolk University 1999 — 2001
Master of Business Administration (MBA), Accounting
Simmons College 1994 — 1998
Bachelor of Arts (BA), Human Services, General
Suffolk University - Sawyer Business School
Master of Business Administration (MBA), Accounting
Karen Mosman Karen Mosman's Boston Financial Data Services Experience 2004 - Present
Job CSO at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services 2004 - Present
Skills
Project Management, Management, Microsoft SQL Server, Process Improvement, Call Centers, Vendor Management, Microsoft Word, Outlook, Workshop Facilitation, Financial Services, Customer Service, CRM, Software Development, Business Analysis, Mutual Funds, Requirements Gathering, Risk Management, Analysis, Program Management, Software Documentation
Education
University of Phoenix 2000 — 2003
MBA, Technology Management
Salem State University 1986 — 1990
BSA, Computer Science
Boston Financial Data Services 2004 - Present
Skills
Project Management, Management, Microsoft SQL Server, Process Improvement, Call Centers, Vendor Management, Microsoft Word, Outlook, Workshop Facilitation, Financial Services, Customer Service, CRM, Software Development, Business Analysis, Mutual Funds, Requirements Gathering, Risk Management, Analysis, Program Management, Software Documentation
Education
University of Phoenix 2000 — 2003
MBA, Technology Management
Salem State University 1986 — 1990
BSA, Computer Science
Dave Eby's Boston Financial Data Services Experience January 1992 - January 1995
Job Assistant Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman May 2013 - Present
Textron January 2011 - 2013
Mass State Attorney General's Office September 2010 - December 2010
John Hancock January 2007 - January 2009
Fidelity Investments 1995 - 2007
Boston Financial Data Services January 1992 - January 1995
BFDS 1992 - 1995
Skills
Business Analysis, Business Process..., Visio, Project Management, Requirements Analysis, Testing, Quality Assurance, Access, Project Planning
Education
University of Hartford 1987 — 1991
BFA
Rhode Island School of Design 2012 — 2012
Photograhy, photography
University of Hartford
BFA, Photography
Brown Brothers Harriman May 2013 - Present
Textron January 2011 - 2013
Mass State Attorney General's Office September 2010 - December 2010
John Hancock January 2007 - January 2009
Fidelity Investments 1995 - 2007
Boston Financial Data Services January 1992 - January 1995
BFDS 1992 - 1995
Skills
Business Analysis, Business Process..., Visio, Project Management, Requirements Analysis, Testing, Quality Assurance, Access, Project Planning
Education
University of Hartford 1987 — 1991
BFA
Rhode Island School of Design 2012 — 2012
Photograhy, photography
University of Hartford
BFA, Photography
Amy Goldberg Amy Goldberg's Boston Financial Data Services Experience April 2015 - Present
Job Client Relations Advisor at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services April 2015 - Present
Boston Financial Data Services July 2010 - April 2015
Boston Financial Data Services September 2007 - July 2010
Boston Financial Data Services September 2005 - September 2007
Skills
Mutual Funds, Financial Services, Microsoft Office, Operations Management, Relationship Management, Marketing Communications, Social Media Marketing, Sports Marketing, Public Relations, Foreign Wires, Institutional Money..., Securities, Project Management
Education
Roger Williams University 2000 — 2004
BA, Communications
Boston Financial Data Services April 2015 - Present
Boston Financial Data Services July 2010 - April 2015
Boston Financial Data Services September 2007 - July 2010
Boston Financial Data Services September 2005 - September 2007
Skills
Mutual Funds, Financial Services, Microsoft Office, Operations Management, Relationship Management, Marketing Communications, Social Media Marketing, Sports Marketing, Public Relations, Foreign Wires, Institutional Money..., Securities, Project Management
Education
Roger Williams University 2000 — 2004
BA, Communications
Bradley Cook Bradley Cook's Boston Financial Data Services Experience 1992 - 1996
Job Financial Services | Compliance | Operations | Institutional Investments | Trading
Industry Financial Services
Experience
Scottrade December 2012 - September 2014
Union Bank June 2008 - October 2012
Union Bank June 2003 - June 2008
Union Bank June 2000 - June 2003
Union Bank March 1999 - June 2000
Invesco US (formerly AIM/GT Global) October 1996 - October 1998
Boston Financial Data Services 1992 - 1996
Skills
Fixed Income, Portfolio Management, Finance, Securities, Investments, Bloomberg, Mutual Funds, Trading, Securities Lending, Equities, Trading Systems, Vendor Management, Financial Services, Process Improvement, Middle Office, Back Office, Hedge Funds, Series 7, Project Management, Client Relationship..., Treasury Management, Series 24, Series 63, Financial Analysis
Education
Rice University
Bachelor's degree Economics
Scottrade December 2012 - September 2014
Union Bank June 2008 - October 2012
Union Bank June 2003 - June 2008
Union Bank June 2000 - June 2003
Union Bank March 1999 - June 2000
Invesco US (formerly AIM/GT Global) October 1996 - October 1998
Boston Financial Data Services 1992 - 1996
Skills
Fixed Income, Portfolio Management, Finance, Securities, Investments, Bloomberg, Mutual Funds, Trading, Securities Lending, Equities, Trading Systems, Vendor Management, Financial Services, Process Improvement, Middle Office, Back Office, Hedge Funds, Series 7, Project Management, Client Relationship..., Treasury Management, Series 24, Series 63, Financial Analysis
Education
Rice University
Bachelor's degree Economics
Cherry Adams Cherry Adams's Boston Financial Data Services Experience January 2000 - March 2000
Job Financial services professional seeking new opportunity
Industry Financial Services
Experience
Harvard Pilgrim Health Care April 2013 - September 2014
MFS Investment Management January 2010 - April 2011
MFS Investment Management June 2007 - December 2009
MFS Investment Management April 2006 - June 2007
MFS Investment Management February 2006 - April 2006
MFS Investment Management February 2001 - February 2006
State Street March 2000 - February 2001
Boston Financial Data Services January 2000 - March 2000
Boston Financial Data Services March 1998 - January 2000
Skills
Mutual Funds, Customer Service, Call Center, Avaya, Microsoft Office, Team Building, Investments, Retirement, Financial Services, Outlook, Asset Managment, Defined Benefit, Microsoft Excel, Financial Analysis, Finance, Asset Management, Business Analysis, Data Analysis, FINRA, Fixed Income, Forecasting, Process Improvement, Relationship Management, Risk Management, Strategic Planning, Call Centers
Education
New England College of Finance
Business Management
Quincy College
Nursing and Computer Programming
University of Massachusetts Boston
Liberal Arts
Harvard Pilgrim Health Care April 2013 - September 2014
MFS Investment Management January 2010 - April 2011
MFS Investment Management June 2007 - December 2009
MFS Investment Management April 2006 - June 2007
MFS Investment Management February 2006 - April 2006
MFS Investment Management February 2001 - February 2006
State Street March 2000 - February 2001
Boston Financial Data Services January 2000 - March 2000
Boston Financial Data Services March 1998 - January 2000
Skills
Mutual Funds, Customer Service, Call Center, Avaya, Microsoft Office, Team Building, Investments, Retirement, Financial Services, Outlook, Asset Managment, Defined Benefit, Microsoft Excel, Financial Analysis, Finance, Asset Management, Business Analysis, Data Analysis, FINRA, Fixed Income, Forecasting, Process Improvement, Relationship Management, Risk Management, Strategic Planning, Call Centers
Education
New England College of Finance
Business Management
Quincy College
Nursing and Computer Programming
University of Massachusetts Boston
Liberal Arts
Angel Galarza, CIA, CFSA, CRMA Angel Galarza, CIA, CFSA, CRMA's Boston Financial Data Services Experience April 1999 - September 2000
Job Federal Reserve (Bank of Boston)
Industry Banking
Experience
Federal Reserve (Bank of Boston) July 2013 - Present
Harvard Pilgrim Health Care August 2006 - July 2013
Sun Life Financial January 2008 - August 2010
Blue Cross Blue Shield of Rhode Island September 2000 - April 2004
Boston Financial Data Services April 1999 - September 2000
Skills
Internal Controls, Auditing, Internal Audit, Risk Assessment
Education
Plymouth State University 2014 — 2016
Master of Business Administration (M.B.A.), Investment and Finance
Suffolk University
Bachelor of Arts (B.A.), Public Policy & Administration
Federal Reserve (Bank of Boston) July 2013 - Present
Harvard Pilgrim Health Care August 2006 - July 2013
Sun Life Financial January 2008 - August 2010
Blue Cross Blue Shield of Rhode Island September 2000 - April 2004
Boston Financial Data Services April 1999 - September 2000
Skills
Internal Controls, Auditing, Internal Audit, Risk Assessment
Education
Plymouth State University 2014 — 2016
Master of Business Administration (M.B.A.), Investment and Finance
Suffolk University
Bachelor of Arts (B.A.), Public Policy & Administration
Ellie Steer Ellie Steer's Boston Financial Data Services Experience October 2010 - February 2011
Job Registered Nurse at The University of Kansas Hospital
Industry Hospital & Health Care
Experience
The University of Kansas Hospital February 2015 - Present
The University of Kansas Hospital April 2013 - Present
Grant Thornton LLP June 2012 - August 2012
University of Kansas April 2011 - January 2012
Boston Financial Data Services October 2010 - February 2011
Community Living Opportunities May 2009 - August 2009
Skills
Accounting, Management, Microsoft Excel, Leadership, PowerPoint, Social Media, Public Speaking, Event Planning, Time Management, Customer Service, Research, Social Networking
Education
Saint Luke's College of Health Sciences 2012 — 2015
Bachelor of Science (B.S.), Nursing, N/A
The University of Kansas 2008 — 2012
Bachelor of Science in Business, Accounting, 3.66
The University of Kansas Hospital February 2015 - Present
The University of Kansas Hospital April 2013 - Present
Grant Thornton LLP June 2012 - August 2012
University of Kansas April 2011 - January 2012
Boston Financial Data Services October 2010 - February 2011
Community Living Opportunities May 2009 - August 2009
Skills
Accounting, Management, Microsoft Excel, Leadership, PowerPoint, Social Media, Public Speaking, Event Planning, Time Management, Customer Service, Research, Social Networking
Education
Saint Luke's College of Health Sciences 2012 — 2015
Bachelor of Science (B.S.), Nursing, N/A
The University of Kansas 2008 — 2012
Bachelor of Science in Business, Accounting, 3.66
Jim Racz's Boston Financial Data Services Experience January 1987 - 1989
Job Mentoring entrepreneurs at SCORE Charlotte
Industry Leisure, Travel & Tourism
Experience
Pitney Bowes March 2010 - December 2011
Pitney Bowes Management Services 2002 - March 2010
Harte-Hanks Direct Marketing February 1993 - June 1997
Corporate Mailing Services/ Team Fulfillment January 1990 - February 1993
Boston Financial Data Services January 1987 - 1989
State Street Bank December 1984 - 1986
Johnson & Johnson 1962 - 1984
Skills
Management, New Business Development, Process Improvement, Account Management, Operations Management, Contract Negotiation, Sales, Executive Management, Cross-functional Team..., Entrepreneurship, Vendor Management, P&L Management, Leadership, Team Building, CRM, Salesforce.com, Lead Generation, Forecasting, Business Development, Product Management, Sales Process, Outsourcing, Strategy, Customer Service, Strategic Partnerships, Sales Operations, Strategic Planning, Change Management
Education
Rutgers, The State University of New Jersey-New Brunswick
BS, Marketing
Pitney Bowes March 2010 - December 2011
Pitney Bowes Management Services 2002 - March 2010
Harte-Hanks Direct Marketing February 1993 - June 1997
Corporate Mailing Services/ Team Fulfillment January 1990 - February 1993
Boston Financial Data Services January 1987 - 1989
State Street Bank December 1984 - 1986
Johnson & Johnson 1962 - 1984
Skills
Management, New Business Development, Process Improvement, Account Management, Operations Management, Contract Negotiation, Sales, Executive Management, Cross-functional Team..., Entrepreneurship, Vendor Management, P&L Management, Leadership, Team Building, CRM, Salesforce.com, Lead Generation, Forecasting, Business Development, Product Management, Sales Process, Outsourcing, Strategy, Customer Service, Strategic Partnerships, Sales Operations, Strategic Planning, Change Management
Education
Rutgers, The State University of New Jersey-New Brunswick
BS, Marketing
Jennifer Koenig's Boston Financial Data Services Experience 2012 - Present
Job Division Manager at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services 2012 - Present
DST Systems November 2007 - December 2012
DST Systems November 1998 - November 2007
DST Systems August 1995 - November 1998
Skills
Recruiting, Training, Microsoft Office, Management, Performance Management, Financial Services, Employee Relations, Process Improvement, Change Management, Customer Service, Software Documentation, Risk Management, Project Management, Business Analysis, Relationship Management, Team Leadership
Education
Quincy University 1990 — 1994
English and Communication
Quincy University 1990 — 1994
Communication, General
Boston Financial Data Services 2012 - Present
DST Systems November 2007 - December 2012
DST Systems November 1998 - November 2007
DST Systems August 1995 - November 1998
Skills
Recruiting, Training, Microsoft Office, Management, Performance Management, Financial Services, Employee Relations, Process Improvement, Change Management, Customer Service, Software Documentation, Risk Management, Project Management, Business Analysis, Relationship Management, Team Leadership
Education
Quincy University 1990 — 1994
English and Communication
Quincy University 1990 — 1994
Communication, General
Carl Damron Carl Damron's Boston Financial Data Services Experience July 2008 - Present
Job Client Relations Coordinator at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services July 2008 - Present
Skills
Mutual Funds, Financial Services, Process Improvement, Business Analysis, Relationship Management, Microsoft Excel, Project Management, Microsoft Office, Lotus Notes, Team Leadership, Outlook, Finance, Team Building, Management, Back Office, Data Analysis, Business Requirements, Financial Risk, Operations Management, Customer Service, Leadership, Securities, Investments, Risk Management, Asset Management, CRM, Banking, Financial Analysis, Business Process..., Analysis, Requirements Gathering, Problem Solving, Fixed Income
Education
Park University 2013 — 2017
Boston Financial Data Services July 2008 - Present
Skills
Mutual Funds, Financial Services, Process Improvement, Business Analysis, Relationship Management, Microsoft Excel, Project Management, Microsoft Office, Lotus Notes, Team Leadership, Outlook, Finance, Team Building, Management, Back Office, Data Analysis, Business Requirements, Financial Risk, Operations Management, Customer Service, Leadership, Securities, Investments, Risk Management, Asset Management, CRM, Banking, Financial Analysis, Business Process..., Analysis, Requirements Gathering, Problem Solving, Fixed Income
Education
Park University 2013 — 2017
Courtney Haigh, FPC Courtney Haigh, FPC's Boston Financial Data Services Experience 2006 - 2008
Job Payroll Manger at The Rock Church
Industry Financial Services
Experience
The Rock Church December 2013 - Present
Oasis Outsourcing March 2012 - December 2013
Paychex December 2010 - October 2012
Ashford University July 2010 - February 2011
Payrolling.com June 2010 - July 2010
Paychex May 2008 - June 2010
Boston Financial Data Services 2006 - 2008
Skills
Payroll, Customer Service, Onboarding, Lotus Notes, Performance Management, Benefits Administration, HR Policies, Payroll Taxes, Payroll Services, Multi-state Payroll..., Certified Payroll, Payroll Analysis, Employee Benefits, Microsoft Excel, Recruiting, Human Resources, Employee Relations, ADP Payroll, Process Improvement, HRIS, FMLA, New Hire Orientations
Education
University of Massachusetts at Lowell 2004 — 2007
Criminal Justice and Corrections
Northern Essex Community College
Criminal Justice/Law Enforcement Administration
The Rock Church December 2013 - Present
Oasis Outsourcing March 2012 - December 2013
Paychex December 2010 - October 2012
Ashford University July 2010 - February 2011
Payrolling.com June 2010 - July 2010
Paychex May 2008 - June 2010
Boston Financial Data Services 2006 - 2008
Skills
Payroll, Customer Service, Onboarding, Lotus Notes, Performance Management, Benefits Administration, HR Policies, Payroll Taxes, Payroll Services, Multi-state Payroll..., Certified Payroll, Payroll Analysis, Employee Benefits, Microsoft Excel, Recruiting, Human Resources, Employee Relations, ADP Payroll, Process Improvement, HRIS, FMLA, New Hire Orientations
Education
University of Massachusetts at Lowell 2004 — 2007
Criminal Justice and Corrections
Northern Essex Community College
Criminal Justice/Law Enforcement Administration
Kim Epp Kim Epp's Boston Financial Data Services Experience August 2012 - Present
Job Data Security Administrator at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services August 2012 - Present
HCA Midwest February 2011 - March 2012
Honeywell March 1981 - August 2010
Honeywell FM&T 1981 - 2010
Skills
Active Directory, Disaster Recovery, Vendor Management, Access, Lotus Notes, Data Security Analyst, Identity and Access..., Microsoft Office, IDPs, Forms Development, Meditech
Education
Park University 2004 — 2007
Bach, Information Technology/Business
Longview Community College 2000 — 2004
Associate of Arts (AA), Computer Science
Boston Financial Data Services August 2012 - Present
HCA Midwest February 2011 - March 2012
Honeywell March 1981 - August 2010
Honeywell FM&T 1981 - 2010
Skills
Active Directory, Disaster Recovery, Vendor Management, Access, Lotus Notes, Data Security Analyst, Identity and Access..., Microsoft Office, IDPs, Forms Development, Meditech
Education
Park University 2004 — 2007
Bach, Information Technology/Business
Longview Community College 2000 — 2004
Associate of Arts (AA), Computer Science
Pete Lamberton Pete Lamberton's Boston Financial Data Services Experience 2006 - 2008
Job Manager, Compensation at Cox Communications
Industry Telecommunications
Experience
Cox Communications February 2008 - Present
Boston Financial Data Services 2006 - 2008
Boston Financial Data Services January 1998 - February 2006
Skills
Deferred Compensation, Employee Relations, PeopleSoft, Onboarding, HRIS, Incentive Programs, Process Improvement, Employee Engagement, Succession Planning, Leadership, Employee Benefits, Talent Management, Performance Management, Workforce Planning, Salary Review, Management, Vendor Management
Education
Thunderbird School of Global Management 1978 — 1979
Providence College 1974 — 1978
Bachelor of Arts (B.A.), Economics
Cox Communications February 2008 - Present
Boston Financial Data Services 2006 - 2008
Boston Financial Data Services January 1998 - February 2006
Skills
Deferred Compensation, Employee Relations, PeopleSoft, Onboarding, HRIS, Incentive Programs, Process Improvement, Employee Engagement, Succession Planning, Leadership, Employee Benefits, Talent Management, Performance Management, Workforce Planning, Salary Review, Management, Vendor Management
Education
Thunderbird School of Global Management 1978 — 1979
Providence College 1974 — 1978
Bachelor of Arts (B.A.), Economics
Nicolas VanWyhe Nicolas VanWyhe's Boston Financial Data Services Experience September 2012 - January 2014
Job CEO at Lawrence First Class Transportation and Soldier in the Kansas Army National Guard
Industry Financial Services
Experience
Lawrence First Class Transportation August 2012 - Present
Army National Guard May 2009 - Present
US Army 2009 - 2015
Kansas Legislature April 2014 - November 2014
Boston Financial Data Services September 2012 - January 2014
Governors office/Kansas Adjutant general June 2013 - August 2013
National Beef May 2010 - May 2012
U.S. Customs and Border Protection August 2011 - February 2012
ABM Security May 2008 - May 2010
Skills
Leadership, Public Speaking, Management, Government, Training, Customer Service, Team Leadership, Policy, Operations Management, Strategic Planning, Team Building, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Time Management, Analysis, Program Management, Leadership Development, Research, Inventory Management, Project Management, Customer Satisfaction, Budgets, Social Media, Marketing, Teaching, Sales, Communication, Public Relations, Negotiation
Education
University of Kansas 2012 — 2015
Bachelor of Arts (B.A.), Political Science and Government
Seward County Community College and Area Technical School 2008 — 2010
Associate of Arts (A.A.), Political Science and Government
Lawrence First Class Transportation August 2012 - Present
Army National Guard May 2009 - Present
US Army 2009 - 2015
Kansas Legislature April 2014 - November 2014
Boston Financial Data Services September 2012 - January 2014
Governors office/Kansas Adjutant general June 2013 - August 2013
National Beef May 2010 - May 2012
U.S. Customs and Border Protection August 2011 - February 2012
ABM Security May 2008 - May 2010
Skills
Leadership, Public Speaking, Management, Government, Training, Customer Service, Team Leadership, Policy, Operations Management, Strategic Planning, Team Building, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Time Management, Analysis, Program Management, Leadership Development, Research, Inventory Management, Project Management, Customer Satisfaction, Budgets, Social Media, Marketing, Teaching, Sales, Communication, Public Relations, Negotiation
Education
University of Kansas 2012 — 2015
Bachelor of Arts (B.A.), Political Science and Government
Seward County Community College and Area Technical School 2008 — 2010
Associate of Arts (A.A.), Political Science and Government
Daniel Pacho's Boston Financial Data Services Experience August 2014 - Present
Job Gym Supervisor at South Shore YMCA
Industry Financial Services
Experience
Boston Financial Data Services August 2014 - Present
South Shore YMCA January 2012 - Present
Skills
Customer Service, Marketing, Data Analysis, Social Media
Education
University of Massachusetts Boston 2012 — 2014
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Quincy College 2008 — 2012
Business Administration and Management, General
Boston Financial Data Services August 2014 - Present
South Shore YMCA January 2012 - Present
Skills
Customer Service, Marketing, Data Analysis, Social Media
Education
University of Massachusetts Boston 2012 — 2014
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Quincy College 2008 — 2012
Business Administration and Management, General
David Chesna's Boston Financial Data Services Experience August 2008 - November 2010
Job Staff Accountant at American Renal Associates
Industry Financial Services
Experience
Philips April 2014 - Present
American Renal Associates March 2012 - March 2014
Bank of New York Mellon December 2010 - March 2012
Boston Financial Data Services August 2008 - November 2010
Skills
Account Reconciliation, Accounting, Banking, Investments, Financial Services, Management, Mutual Funds, Finance, Valuation, Financial Reporting, Financial Analysis, Accounts Payable, Microsoft Excel, General Ledger, Accounts Receivable, Auditing, Financial Statements
Education
Salem State College 2004 — 2008
Bachelor of business administration, accounting/finance, 3.43
Bishop Fenwick High School 2000 — 2004
High School Diploma
Philips April 2014 - Present
American Renal Associates March 2012 - March 2014
Bank of New York Mellon December 2010 - March 2012
Boston Financial Data Services August 2008 - November 2010
Skills
Account Reconciliation, Accounting, Banking, Investments, Financial Services, Management, Mutual Funds, Finance, Valuation, Financial Reporting, Financial Analysis, Accounts Payable, Microsoft Excel, General Ledger, Accounts Receivable, Auditing, Financial Statements
Education
Salem State College 2004 — 2008
Bachelor of business administration, accounting/finance, 3.43
Bishop Fenwick High School 2000 — 2004
High School Diploma
Courtnee Manz Courtnee Manz's Boston Financial Data Services Experience August 2010 - May 2011
Job Accounts Receivable at Pioneer Services
Industry Financial Services
Experience
Pioneer Services June 2014 - Present
Citizens Bank & Trust July 2012 - June 2014
Pioneer Services May 2011 - July 2012
Boston Financial Data Services August 2010 - May 2011
Skills
Loans, Credit, Microsoft Office, Banking, Payments, Financial Services, Loan Servicing, Data Analysis, Finance, Loan Origination, Commercial Banking, Commercial Lending, Small Business Lending, Refinance, Microsoft Word, Mortgage Banking, Financial Reporting, Risk Management, Recruiting, Auditing, Consumer Lending, Account Reconciliation, Mortgage Lending, Accounts Receivable, Microsoft Excel, Time Management, Financial Analysis, Process Improvement
Education
Quincy University
Pioneer Services June 2014 - Present
Citizens Bank & Trust July 2012 - June 2014
Pioneer Services May 2011 - July 2012
Boston Financial Data Services August 2010 - May 2011
Skills
Loans, Credit, Microsoft Office, Banking, Payments, Financial Services, Loan Servicing, Data Analysis, Finance, Loan Origination, Commercial Banking, Commercial Lending, Small Business Lending, Refinance, Microsoft Word, Mortgage Banking, Financial Reporting, Risk Management, Recruiting, Auditing, Consumer Lending, Account Reconciliation, Mortgage Lending, Accounts Receivable, Microsoft Excel, Time Management, Financial Analysis, Process Improvement
Education
Quincy University
Chuck Givonetti's Boston Financial Data Services Experience 1992 - 2003
Job Sr. Project Manager at The Cape Cod Five Cents Savings Bank
Industry Banking
Experience
The Cape Cod Five Cents Savings Bank June 2010 - Present
Animal Protection Center of Southeastern Mass. March 2009 - Present
Cambridge Trust Company November 2009 - May 2010
The Cape Cod Five Cents Savings Bank 2008 - 2009
MSPCA 2007 - 2009
Metavante 2004 - 2008
Boston Financial Data Services 1992 - 2003
Cash Management Services, Inc. 1988 - 1992
Education
Ramapo College of New Jersey 1980 — 1984
BS, Management / Marketing
The Cape Cod Five Cents Savings Bank June 2010 - Present
Animal Protection Center of Southeastern Mass. March 2009 - Present
Cambridge Trust Company November 2009 - May 2010
The Cape Cod Five Cents Savings Bank 2008 - 2009
MSPCA 2007 - 2009
Metavante 2004 - 2008
Boston Financial Data Services 1992 - 2003
Cash Management Services, Inc. 1988 - 1992
Education
Ramapo College of New Jersey 1980 — 1984
BS, Management / Marketing
Phil McIntyre Phil McIntyre's Boston Financial Data Services Experience August 2012 - Present
Job Lead Mutual Fund Representative with Boston Financial Data Services
Industry Marketing and Advertising
Experience
Boston Financial Data Services August 2012 - Present
United States Marine Corps Reserves January 2007 - April 2012
Delta Chi Fraternity September 2007 - May 2008
Pizza Factory August 2003 - October 2005
Education
University of Missouri-Kansas City 2009 — 2012
Business Administration, Marketing
Northwest Missouri State University 2005 — 2008
Business Marketing/Management
Military Training Marine Corps Boot Camp Marine Combat Training
CBRN, Chemical, Biological, Radiological
Boston Financial Data Services August 2012 - Present
United States Marine Corps Reserves January 2007 - April 2012
Delta Chi Fraternity September 2007 - May 2008
Pizza Factory August 2003 - October 2005
Education
University of Missouri-Kansas City 2009 — 2012
Business Administration, Marketing
Northwest Missouri State University 2005 — 2008
Business Marketing/Management
Military Training Marine Corps Boot Camp Marine Combat Training
CBRN, Chemical, Biological, Radiological
Robert Zellner's Boston Financial Data Services Experience July 2013 - May 2015
Job Analyst
Industry Financial Services
Experience
Global Atlantic Financial Group Limited May 2015 - Present
Boston Financial Data Services July 2013 - May 2015
State Street January 2011 - June 2013
State Street October 2008 - December 2010
Merrill Lynch September 2007 - January 2008
Skills
Auditing, Time Management, Bloomberg, Bloomberg Terminal, Risk Management, Financial Reporting, Microsoft Excel, Accounting
Education
Saint Anselm College 2004 — 2008
Bachelor of Arts, Business & Economics
Global Atlantic Financial Group Limited May 2015 - Present
Boston Financial Data Services July 2013 - May 2015
State Street January 2011 - June 2013
State Street October 2008 - December 2010
Merrill Lynch September 2007 - January 2008
Skills
Auditing, Time Management, Bloomberg, Bloomberg Terminal, Risk Management, Financial Reporting, Microsoft Excel, Accounting
Education
Saint Anselm College 2004 — 2008
Bachelor of Arts, Business & Economics
Wilhelmina Mehtala's Boston Financial Data Services Experience October 2011 - May 2012
Job Quality and Compliance Specialist at Boston Medical Center (BMC)
Industry Hospital & Health Care
Experience
Amica Mutual Insurance March 2013 - August 2013
BOSTON FINANCIAL DATA SERVICES October 2011 - May 2012
South Shore Hospital August 2010 - October 2011
Fidelity Investments; Boston, MA October 2009 - December 2009
Fidelity Investments; Boston, MA June 2009 - October 2009
Fidelity Investments; Boston, MA February 2009 - June 2009
State Street Bank; Copley Plaza Boston, MA December 2008 - February 2009
Charles River Analytics; Cambridge, MA September 2008 - October 2008
State Street Bank; Milton, MA March 2008 - September 2008
Fidelity Investments: Global Platform Tech Group; Merrimack, NH December 2007 - January 2008
Skills
SDLC, Requirements Analysis, COBOL, Software Documentation, Testing, SharePoint, Business Analysis, Quality Assurance, MS Project, Oracle, SQL, Program Management, Disaster Recovery, Analysis, Project Management
Education
Northeastern University 1976 — 1981
Computer Science, Engineering
Quincy College 2011 — 2012
Certifications: CBCS and CMAA, Health/Health Care Administration/Management
Cambridge Ridge and Latin 1976 — 1977
High school
Amica Mutual Insurance March 2013 - August 2013
BOSTON FINANCIAL DATA SERVICES October 2011 - May 2012
South Shore Hospital August 2010 - October 2011
Fidelity Investments; Boston, MA October 2009 - December 2009
Fidelity Investments; Boston, MA June 2009 - October 2009
Fidelity Investments; Boston, MA February 2009 - June 2009
State Street Bank; Copley Plaza Boston, MA December 2008 - February 2009
Charles River Analytics; Cambridge, MA September 2008 - October 2008
State Street Bank; Milton, MA March 2008 - September 2008
Fidelity Investments: Global Platform Tech Group; Merrimack, NH December 2007 - January 2008
Skills
SDLC, Requirements Analysis, COBOL, Software Documentation, Testing, SharePoint, Business Analysis, Quality Assurance, MS Project, Oracle, SQL, Program Management, Disaster Recovery, Analysis, Project Management
Education
Northeastern University 1976 — 1981
Computer Science, Engineering
Quincy College 2011 — 2012
Certifications: CBCS and CMAA, Health/Health Care Administration/Management
Cambridge Ridge and Latin 1976 — 1977
High school
Aaron Pollock's Boston Financial Data Services Experience November 2013 - October 2014
Job User Experience Consultant at Cantina
Industry Computer Software
Experience
Cantina October 2014 - Present
Boston Financial Data Services November 2013 - October 2014
Traditional Strings September 2008 - November 2013
New Balance September 2012 - October 2013
New Balance March 2012 - September 2012
Skills
Email Marketing, Merchandising, Social Media Marketing, HTML 5, CSS3, jQuery, jQuery UI, CSS, SEO, Web Design, Entrepreneurship
Education
School of the Museum of Fine Arts 2013 — 2014
Certificate, Graphic Design
University of Massachusetts Boston 2006 — 2011
BS, Operations Management
Cantina October 2014 - Present
Boston Financial Data Services November 2013 - October 2014
Traditional Strings September 2008 - November 2013
New Balance September 2012 - October 2013
New Balance March 2012 - September 2012
Skills
Email Marketing, Merchandising, Social Media Marketing, HTML 5, CSS3, jQuery, jQuery UI, CSS, SEO, Web Design, Entrepreneurship
Education
School of the Museum of Fine Arts 2013 — 2014
Certificate, Graphic Design
University of Massachusetts Boston 2006 — 2011
BS, Operations Management
Sharon Stoehr's Boston Financial Data Services Experience September 2004 - October 2008
Job Technical Writer/Project Manager/Freelance Editor
Industry Banking
Experience
Chase April 2013 - Present
Chase August 2010 - April 2013
JPMorgan Chase November 2008 - August 2010
Boston Financial Data Services September 2004 - October 2008
Skills
Technical Writing, Content Management, Editing, Manuals, SharePoint, Project Management, Internal Communications, Copy Editing, Copywriting, Process Improvement, Training, Proofreading, Banking, Business Analysis, Customer Service, Writing
Education
University of Missouri-Kansas City 1998 — 2000
Bachelor of Arts (BA), English Language and Literature, General
Northwest Missouri State University 1996 — 1997
Chase April 2013 - Present
Chase August 2010 - April 2013
JPMorgan Chase November 2008 - August 2010
Boston Financial Data Services September 2004 - October 2008
Skills
Technical Writing, Content Management, Editing, Manuals, SharePoint, Project Management, Internal Communications, Copy Editing, Copywriting, Process Improvement, Training, Proofreading, Banking, Business Analysis, Customer Service, Writing
Education
University of Missouri-Kansas City 1998 — 2000
Bachelor of Arts (BA), English Language and Literature, General
Northwest Missouri State University 1996 — 1997
Candice Marshall Candice Marshall's Boston Financial Data Services Experience August 2005 - May 2007
Job Nursing Clinical Support Specialist Scheduler at Coram Healthcare
Industry Hospital & Health Care
Experience
Coram Healthcare September 2012 - Present
Brigham and Women's Hospital March 2008 - September 2012
Caritas Christi Health Care/ Steward Hospital February 2010 - August 2012
Brigham and Women's Hospital December 2005 - March 2008
Boston Financial Data Services August 2005 - May 2007
Dana Farber Cancer Institute December 2002 - December 2005
Skills
Healthcare, Software Documentation, Clinical Research, Training, Management, Recruiting, Medicine, Administrative..., Event Planning, Customer Service, Project Planning, Data Entry, Data Analysis, Outlook
Education
Brigham and Women's Hospital 2005 — 2012
Quincy College 2003 — 2003
Liberal Arts/Political Science
Hyde park high school 1998 — 2002
High School
Quinsigamond Community College
Certificate, Medical terminology
Coram Healthcare September 2012 - Present
Brigham and Women's Hospital March 2008 - September 2012
Caritas Christi Health Care/ Steward Hospital February 2010 - August 2012
Brigham and Women's Hospital December 2005 - March 2008
Boston Financial Data Services August 2005 - May 2007
Dana Farber Cancer Institute December 2002 - December 2005
Skills
Healthcare, Software Documentation, Clinical Research, Training, Management, Recruiting, Medicine, Administrative..., Event Planning, Customer Service, Project Planning, Data Entry, Data Analysis, Outlook
Education
Brigham and Women's Hospital 2005 — 2012
Quincy College 2003 — 2003
Liberal Arts/Political Science
Hyde park high school 1998 — 2002
High School
Quinsigamond Community College
Certificate, Medical terminology
Brent Klein Brent Klein's Boston Financial Data Services Experience June 2008 - March 2010
Job Support Analyst at Cerner
Industry Internet
Experience
Cerner October 2013 - Present
Hard Hat Hosting March 2010 - September 2013
Boston Financial Data Services June 2008 - March 2010
JM & W Co December 2006 - June 2008
The Outback September 2006 - May 2007
MBW Contruction June 2004 - July 2004
Skills
PowerPoint, Open Office, Plesk, Parallels, 10 Key, Microsoft Word, Microsoft Excel, PHP, SEO, Online Advertising, WordPress, Entrepreneurship, Leadership, Finance, Process Improvement, Customer Service, Marketing, Online Marketing, Social Media Marketing
Education
Northwest Missouri State University 2003 — 2007
Bachelor's degree, Business Management and Marketing, Above 3.0 GPA
Cerner October 2013 - Present
Hard Hat Hosting March 2010 - September 2013
Boston Financial Data Services June 2008 - March 2010
JM & W Co December 2006 - June 2008
The Outback September 2006 - May 2007
MBW Contruction June 2004 - July 2004
Skills
PowerPoint, Open Office, Plesk, Parallels, 10 Key, Microsoft Word, Microsoft Excel, PHP, SEO, Online Advertising, WordPress, Entrepreneurship, Leadership, Finance, Process Improvement, Customer Service, Marketing, Online Marketing, Social Media Marketing
Education
Northwest Missouri State University 2003 — 2007
Bachelor's degree, Business Management and Marketing, Above 3.0 GPA
Sarah Luong's Boston Financial Data Services Experience July 2007 - August 2008
Job Marketing Operations Analyst
Industry Information Technology and Services
Experience
Aternity September 2012 - Present
Aternity November 2011 - September 2012
Zoom Information February 2011 - November 2011
HCPro, Inc. September 2008 - January 2011
Boston Financial Data Services July 2007 - August 2008
Skills
Salesforce.com, HTML, Lyris, Email Marketing, Marketing Communications, Eloqua, Lead Generation, Marketing Automation, Lead Management, Demand Generation
Education
Saint Anselm College 2003 — 2007
Bachelor of Arts, Business
Sutton High School 1999 — 2003
Aternity September 2012 - Present
Aternity November 2011 - September 2012
Zoom Information February 2011 - November 2011
HCPro, Inc. September 2008 - January 2011
Boston Financial Data Services July 2007 - August 2008
Skills
Salesforce.com, HTML, Lyris, Email Marketing, Marketing Communications, Eloqua, Lead Generation, Marketing Automation, Lead Management, Demand Generation
Education
Saint Anselm College 2003 — 2007
Bachelor of Arts, Business
Sutton High School 1999 — 2003
Eric Morel Eric Morel's Boston Financial Data Services Experience January 2001 - September 2011
Job ManagerGlobal Wire Transfer Operations at Citizens Bank
Industry Financial Services
Experience
Citizens Bank June 2012 - May 2013
Boston Financial Data Services January 2001 - September 2011
Dreyfus January 1998 - January 2001
Dreyfus January 1995 - December 1997
First Data Corporation January 1993 - January 1995
Skills
AML, Workflow Coordination, Operational Risk..., Creative Problem Solving, Corporate Actions, Transfer Agency, Reconciliation, Settlements, Employee Relations, Acquisition Integration, Performance Management, Business Continuity, Project Planning, Project Execution, Customer Relations, Customer Service, Conflict Resolution, Procedure Review, Mutual Funds, Banking, Cash Management, Financial Control, Compliance, Risk Management, Process Improvement, Vendor Management, Operations Management, Financial Administration, Fund Administration, Internal Audit, Settlement, Financial Reporting, Financial Analysis, Risk Mitigation, Change Management, Project Management, Account Reconciliation, Management, Program Management, Leadership, Anti Money Laundering
Education
Bryant University 2012 — 2012
Certification, Project Management, A
Rhode Island College 1991 — 1993
BS, Managerial Economics
Community College of RI 1988 — 1991
AS, Accounting
Classical High School 1981 — 1985
College Prep, General Studies
Citizens Bank June 2012 - May 2013
Boston Financial Data Services January 2001 - September 2011
Dreyfus January 1998 - January 2001
Dreyfus January 1995 - December 1997
First Data Corporation January 1993 - January 1995
Skills
AML, Workflow Coordination, Operational Risk..., Creative Problem Solving, Corporate Actions, Transfer Agency, Reconciliation, Settlements, Employee Relations, Acquisition Integration, Performance Management, Business Continuity, Project Planning, Project Execution, Customer Relations, Customer Service, Conflict Resolution, Procedure Review, Mutual Funds, Banking, Cash Management, Financial Control, Compliance, Risk Management, Process Improvement, Vendor Management, Operations Management, Financial Administration, Fund Administration, Internal Audit, Settlement, Financial Reporting, Financial Analysis, Risk Mitigation, Change Management, Project Management, Account Reconciliation, Management, Program Management, Leadership, Anti Money Laundering
Education
Bryant University 2012 — 2012
Certification, Project Management, A
Rhode Island College 1991 — 1993
BS, Managerial Economics
Community College of RI 1988 — 1991
AS, Accounting
Classical High School 1981 — 1985
College Prep, General Studies
Jeffrey Lima Jeffrey Lima's Boston Financial Data Services Experience January 2001 - November 2010
Job Sale Associate at Residential Properties Ltd., Project Mgr, Stager, Business Owner,
Industry Financial Services
Experience
Residential Properties Ltd. January 2006 - Present
BOSTON FINANCIAL DATA SERVICES January 2001 - November 2010
Boston Financial Data Services January 1996 - January 2001
Boston Financial Data Services January 1992 - January 1996
Boston Financial Data Services January 1990 - January 1992
Skills
Project Management, Real Estate, Management, Budgets, Auditing, Customer Service, Accounting, Training, Analysis, Negotiation, Strategic Planning, Sales, Finance, Leadership, Marketing
Education
Rhode Island College
BA, Accounting / Communication
Rhode Island College
Bachelor of Arts, Accounting and Communication
Residential Properties Ltd. January 2006 - Present
BOSTON FINANCIAL DATA SERVICES January 2001 - November 2010
Boston Financial Data Services January 1996 - January 2001
Boston Financial Data Services January 1992 - January 1996
Boston Financial Data Services January 1990 - January 1992
Skills
Project Management, Real Estate, Management, Budgets, Auditing, Customer Service, Accounting, Training, Analysis, Negotiation, Strategic Planning, Sales, Finance, Leadership, Marketing
Education
Rhode Island College
BA, Accounting / Communication
Rhode Island College
Bachelor of Arts, Accounting and Communication
Christian Carballo Christian Carballo's Boston Financial Data Services Experience May 2000 - August 2002
Job Laborer at Rainbow Screen Inc
Industry Printing
Experience
Rainbow Screen Inc April 2015 - Present
A. Thomas & Sons March 2011 - Present
Harvard Management Company November 2006 - June 2008
Aviva Life Insurance Company October 2005 - June 2006
Cousins Clean-Out Company September 2002 - August 2005
Boston Financial Data Services May 2000 - August 2002
Federated Services Company April 1994 - May 2000
Boston Financial Data Services December 1993 - April 1994
Skills
Mutual Funds, Portfolio Management
Education
Salem State College 1989 — 1991
BSBA, Program
Rainbow Screen Inc April 2015 - Present
A. Thomas & Sons March 2011 - Present
Harvard Management Company November 2006 - June 2008
Aviva Life Insurance Company October 2005 - June 2006
Cousins Clean-Out Company September 2002 - August 2005
Boston Financial Data Services May 2000 - August 2002
Federated Services Company April 1994 - May 2000
Boston Financial Data Services December 1993 - April 1994
Skills
Mutual Funds, Portfolio Management
Education
Salem State College 1989 — 1991
BSBA, Program
Lisa Allen-Schultz Lisa Allen-Schultz's Boston Financial Data Services Experience August 1998 — March 2001
Job Customer Service/Operations
Industry Hospitality
Experience
Plymouth, Mass Actively seeking virtual employment in the travel industry.Billing RepresentativeLaboratory Billing SolutionsDecember 2006 — April 2009
State Street Bank June 2001 — September 2001
Boston Financial Data Services August 1998 — March 2001
Vantage Deluxe World Travel March 1997 — December 1997
TNT Vacations January 1991 — October 1996
Skills
Billing, Call Center, Data Entry, Customer Service, New Account Opening, Quality Assurance, Training, Management, Call Centers
Education
Quincy College 1989 — 1991
Associates Degree, Tourism and Travel Services Management
Plymouth, Mass Actively seeking virtual employment in the travel industry.Billing RepresentativeLaboratory Billing SolutionsDecember 2006 — April 2009
State Street Bank June 2001 — September 2001
Boston Financial Data Services August 1998 — March 2001
Vantage Deluxe World Travel March 1997 — December 1997
TNT Vacations January 1991 — October 1996
Skills
Billing, Call Center, Data Entry, Customer Service, New Account Opening, Quality Assurance, Training, Management, Call Centers
Education
Quincy College 1989 — 1991
Associates Degree, Tourism and Travel Services Management
Donna Soto Donna Soto's Boston Financial Data Services Experience August 1999 - May 2001
Job Accountant I at Department of Corrections
Industry Accounting
Experience
Department of Corrections September 2012 - Present
Boyd Coatings Research Co., Inc May 2011 - September 2012
PNC May 2001 - September 2009
Boston Financial Data Services August 1999 - May 2001
Skills
General Ledger, Account Reconciliation, Financial Reporting, Accounts Receivable, Financial Accounting, Auditing, QuickBooks, Journal Entries, GAAP, Tax, Bookkeeping
Education
Quincy College 1994 — 1996
Associate's degree, Accounting and Business/Management
Department of Corrections September 2012 - Present
Boyd Coatings Research Co., Inc May 2011 - September 2012
PNC May 2001 - September 2009
Boston Financial Data Services August 1999 - May 2001
Skills
General Ledger, Account Reconciliation, Financial Reporting, Accounts Receivable, Financial Accounting, Auditing, QuickBooks, Journal Entries, GAAP, Tax, Bookkeeping
Education
Quincy College 1994 — 1996
Associate's degree, Accounting and Business/Management
Eileen Johnston Eileen Johnston's Boston Financial Data Services Experience January 2010 - Present
Job Human Resource Representative
Industry Financial Services
Experience
Boston Financial Data Services January 2010 - Present
Lustig Glaser & Wilson January 2009 - December 2009
Macy's 1995 - 1998
Suffolk University 1985 - 1990
Skills
Background..., Process Improvement, Employee Relations, New Hire Orientations, Workflow Planning, Onboarding, Policy, Employee Benefits, Background Checks, Interviews, Management, Human Resources, PeopleSoft, Microsoft Excel, Social Networking, Recruiting, HRIS, Securities, Training, Analysis, Applicant Tracking...
Education
Quincy College
Paralegal Studies
Suffolk University
Bachelor's degree
Boston Financial Data Services January 2010 - Present
Lustig Glaser & Wilson January 2009 - December 2009
Macy's 1995 - 1998
Suffolk University 1985 - 1990
Skills
Background..., Process Improvement, Employee Relations, New Hire Orientations, Workflow Planning, Onboarding, Policy, Employee Benefits, Background Checks, Interviews, Management, Human Resources, PeopleSoft, Microsoft Excel, Social Networking, Recruiting, HRIS, Securities, Training, Analysis, Applicant Tracking...
Education
Quincy College
Paralegal Studies
Suffolk University
Bachelor's degree
Earl Peterson's Boston Financial Data Services Experience 1981 - 1983
Job at Shared Technology Services Group, Inc.
Industry Internet
Experience
STSGI / Plymouth Rock Assurance 2006 - Present
Time Warner Book Group February 2006 - July 2006
State Street Corporation 1983 - 2004
Boston Financial Data Services 1981 - 1983
Skills
CSS, Web Development, JavaScript, HTML, Web Services, JSP, Vignette, XML, IIS, Tomcat, Microsoft SQL Server, Databases, ASP, PHP, Apache-Tomcat, Flash, SQL, MySQL, SQL Server, Open Source, Apache, Windows, jQuery
Education
Rensselaer Polytechnic Institute 1976 — 1980
BS
STSGI / Plymouth Rock Assurance 2006 - Present
Time Warner Book Group February 2006 - July 2006
State Street Corporation 1983 - 2004
Boston Financial Data Services 1981 - 1983
Skills
CSS, Web Development, JavaScript, HTML, Web Services, JSP, Vignette, XML, IIS, Tomcat, Microsoft SQL Server, Databases, ASP, PHP, Apache-Tomcat, Flash, SQL, MySQL, SQL Server, Open Source, Apache, Windows, jQuery
Education
Rensselaer Polytechnic Institute 1976 — 1980
BS
Maria Cogliano's Boston Financial Data Services Experience December 2009 - April 2011
Job
Industry Financial Services
Experience
DST Retirement Solutions May 2011 - August 2013
Boston Financial Data Services December 2009 - April 2011
Mercer March 2007 - December 2008
Putnam Investments April 2002 - March 2004
Putnam Investments January 2001 - April 2002
Putnam Investments May 1998 - January 2001
Putnam Investments January 1997 - May 1998
Putnam Investments 1995 - 1997
Putnam Investments 1994 - 1995
Putnam Investments 1990 - 1994
Skills
401k, Mutual Funds, Retirement, Financial Services, Defined Benefit, Vendor Management, Investments, Relationship Management, Employee Benefits, Series 63, Risk Management, Business Analysis, Pensions, Process Improvement, Business Process..., Project Management, Defined Contribution, Customer Service, Qualified Retirement..., Series 6, Change Management, Business Requirements, Requirements Gathering, Benefits Administration, Software Documentation, Analysis, Program Management, Leadership, Training, Management, ERISA, Securities, Insurance, Retirement Planning, CRM, Business Development, Wealth Management, Integration, Strategic Planning, Team Building, SDLC, Client Services, Outsourcing, Product Development, PMO, Requirements Analysis, Visio, Access, Business Process, MS Project
Education
Providence College 1986 — 1990
Bachelor Science, Marketing
DST Retirement Solutions May 2011 - August 2013
Boston Financial Data Services December 2009 - April 2011
Mercer March 2007 - December 2008
Putnam Investments April 2002 - March 2004
Putnam Investments January 2001 - April 2002
Putnam Investments May 1998 - January 2001
Putnam Investments January 1997 - May 1998
Putnam Investments 1995 - 1997
Putnam Investments 1994 - 1995
Putnam Investments 1990 - 1994
Skills
401k, Mutual Funds, Retirement, Financial Services, Defined Benefit, Vendor Management, Investments, Relationship Management, Employee Benefits, Series 63, Risk Management, Business Analysis, Pensions, Process Improvement, Business Process..., Project Management, Defined Contribution, Customer Service, Qualified Retirement..., Series 6, Change Management, Business Requirements, Requirements Gathering, Benefits Administration, Software Documentation, Analysis, Program Management, Leadership, Training, Management, ERISA, Securities, Insurance, Retirement Planning, CRM, Business Development, Wealth Management, Integration, Strategic Planning, Team Building, SDLC, Client Services, Outsourcing, Product Development, PMO, Requirements Analysis, Visio, Access, Business Process, MS Project
Education
Providence College 1986 — 1990
Bachelor Science, Marketing
Aileen Buckley's Boston Financial Data Services Experience November 1996 - 2007
Job Office Manager/Rental Team Manager, Licensed RE Agent
Industry Financial Services
Experience
The Galvin Group December 2007 - Present
Boston Financial Data Services November 1996 - 2007
Skills
Real Estate, Customer Service, Microsoft Office, Financial Services, Process Improvement, Microsoft Excel, Project Management, Real Estate Transactions, Mutual Funds, Sales, Financial Analysis, Sellers, Banking, Investors, Marketing
Education
University of Massachusetts Boston College of Advancing and Professional Studies 2015 — 2015
Certificate in Practical Project Management
Salve Regina University 1993 — 1996
Fontbonne Academy 1989 — 1993
College Prep
The Galvin Group December 2007 - Present
Boston Financial Data Services November 1996 - 2007
Skills
Real Estate, Customer Service, Microsoft Office, Financial Services, Process Improvement, Microsoft Excel, Project Management, Real Estate Transactions, Mutual Funds, Sales, Financial Analysis, Sellers, Banking, Investors, Marketing
Education
University of Massachusetts Boston College of Advancing and Professional Studies 2015 — 2015
Certificate in Practical Project Management
Salve Regina University 1993 — 1996
Fontbonne Academy 1989 — 1993
College Prep
Cindy Rock's Boston Financial Data Services Experience November 2007 - September 2011
Job Vice President and National Head of Inside Sales
Industry Marketing and Advertising
Experience
Dex Media September 2011 - Present
Boston Financial Data Services November 2007 - September 2011
Sprint-Nextel 2003 - 2007
Sprint January 2003 - September 2003
Sprint January 2002 - January 2003
Skills
Leadership, Customer Satisfaction, Call Center, Salesforce.com, Sales Process, Sales Operations, Lead Generation, Account Management, B2B, Sales, CRM, Sales Management, Management, Strategic Planning, Call Centers, Forecasting, Telecommunications, Cross-functional Team..., Outsourcing, Business Process, Vendor Management, Budgets, Customer Service, Operations Management, Mergers & Acquisitions, Customer Retention, Strategy, Process Improvement, Finance, Business Development, Executive Management, Customer Experience
Education
University of Kansas - Graduate School of Business 1993 — 1998
MBA, Business
Pittsburg State University 1979 — 1983
Bachelors of Science--Business Administration, Accounting
Dex Media September 2011 - Present
Boston Financial Data Services November 2007 - September 2011
Sprint-Nextel 2003 - 2007
Sprint January 2003 - September 2003
Sprint January 2002 - January 2003
Skills
Leadership, Customer Satisfaction, Call Center, Salesforce.com, Sales Process, Sales Operations, Lead Generation, Account Management, B2B, Sales, CRM, Sales Management, Management, Strategic Planning, Call Centers, Forecasting, Telecommunications, Cross-functional Team..., Outsourcing, Business Process, Vendor Management, Budgets, Customer Service, Operations Management, Mergers & Acquisitions, Customer Retention, Strategy, Process Improvement, Finance, Business Development, Executive Management, Customer Experience
Education
University of Kansas - Graduate School of Business 1993 — 1998
MBA, Business
Pittsburg State University 1979 — 1983
Bachelors of Science--Business Administration, Accounting
Jeremy Beaulieu's Boston Financial Data Services Experience July 1998 - Present
Job Financial Control Commission Services Manager at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services July 1998 - Present
Skills
Transfer Agency, Account Reconciliation, Cash Management, Microsoft Excel
Education
Plymouth State University 1993 — 1998
Bachelor of Science, Accounting
Boston Financial Data Services July 1998 - Present
Skills
Transfer Agency, Account Reconciliation, Cash Management, Microsoft Excel
Education
Plymouth State University 1993 — 1998
Bachelor of Science, Accounting
Kara Webberly's Boston Financial Data Services Experience March 1999 - September 2000
Job Vice President, Human Resources at GW&K Investment Management
Industry Financial Services
Experience
GW&K Investment Management April 2007 - Present
Pioneer Investments September 2000 - March 2007
Boston Financial Data Services March 1999 - September 2000
Education
Providence College 1991 — 1995
GW&K Investment Management April 2007 - Present
Pioneer Investments September 2000 - March 2007
Boston Financial Data Services March 1999 - September 2000
Education
Providence College 1991 — 1995
Jennifer Hilton's Boston Financial Data Services Experience August 2003 - Present
Job Client Service Officer at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services August 2003 - Present
Columbia Funds 2002 - 2003
Skills
Transfer Agency, Mutual Funds, Vendor Management, Customer Relations, Call Center, Staff Development, Program Management, Disaster Recovery
Education
Regis College 1992 — 1996
Bachelor of Arts (BA), Political Science
Boston Financial Data Services August 2003 - Present
Columbia Funds 2002 - 2003
Skills
Transfer Agency, Mutual Funds, Vendor Management, Customer Relations, Call Center, Staff Development, Program Management, Disaster Recovery
Education
Regis College 1992 — 1996
Bachelor of Arts (BA), Political Science
Thomas O'Keefe, QKA's Boston Financial Data Services Experience December 2001 - November 2003
Job ERISA Compliance
Industry Financial Services
Experience
John Hancock Retirement Plan Services December 2014 - Present
AFC Pensions, Inc. April 2014 - December 2014
Sentinel Benefits & Financial Group November 2011 - April 2014
The Hartford January 2010 - November 2011
Standard Insurance Company September 2003 - August 2009
Standard Insurance Company 2003 - 2006
Boston Financial Data Services December 2001 - November 2003
Trustar Retirement Services August 2001 - December 2001
John Hancock September 2000 - July 2001
MetLife Financial Services April 2000 - September 2000
Skills
401k, ERISA, Retirement, Customer Relations, Pensions, Excel, Microsoft Office, Plan Design, Outlook, Profit Sharing, Compliance, Benefits Administration, Defined Contribution, Employee Benefits, Business Planning, Defined Benefit, Form 5500 preparation, Series 6, Financial Advisory, Pension Administration, Series 63, Mutual Funds, Customer Service, Qualified Retirement..., 403 b, Retirement Plan..., Qualified Domestic..., Retirement Benefits, Microsoft Excel
Education
Saint Anselm College 1989 — 1993
BA
St. Mary's High School 1985 — 1989
John Hancock Retirement Plan Services December 2014 - Present
AFC Pensions, Inc. April 2014 - December 2014
Sentinel Benefits & Financial Group November 2011 - April 2014
The Hartford January 2010 - November 2011
Standard Insurance Company September 2003 - August 2009
Standard Insurance Company 2003 - 2006
Boston Financial Data Services December 2001 - November 2003
Trustar Retirement Services August 2001 - December 2001
John Hancock September 2000 - July 2001
MetLife Financial Services April 2000 - September 2000
Skills
401k, ERISA, Retirement, Customer Relations, Pensions, Excel, Microsoft Office, Plan Design, Outlook, Profit Sharing, Compliance, Benefits Administration, Defined Contribution, Employee Benefits, Business Planning, Defined Benefit, Form 5500 preparation, Series 6, Financial Advisory, Pension Administration, Series 63, Mutual Funds, Customer Service, Qualified Retirement..., 403 b, Retirement Plan..., Qualified Domestic..., Retirement Benefits, Microsoft Excel
Education
Saint Anselm College 1989 — 1993
BA
St. Mary's High School 1985 — 1989
Jessica L. Baker's Boston Financial Data Services Experience August 2006 - August 2008
Job Vice President, Head of Recruiting Business Services & Group Central Functions at Citizens Financial Group
Industry Financial Services
Experience
Citizens Financial Group, Inc. November 2014 - Present
BNY Mellon October 2010 - June 2014
BNY Mellon August 2008 - October 2010
Boston Financial. Data Services August 2006 - August 2008
REZ-1 2000 - 2006
Holland Mark Edmund Ingalls May 1996 - May 2000
Skills
Talent Acquisition, HRIS, Workforce Planning, Organizational..., Executive Coaching, Talent Management, Developing Talent, Talent Identification, HR Strategy, Global HR, HR Transformation, Influential, Customer Focus, Customer Experience, Communications Strategy, HR Consulting, Contract Management, Change Management, Program Management, Risk Management, Team Leadership, Organizational..., Innovative Thinking, Creative Problem Solving, Credibility, Workforce Management, Analytics, Financial Management, Financial Accounting, Integrity, Advisor, Human Resources
Education
University of Phoenix 2003 — 2006
MBA, Human Resources Management
Salem State University 1992 — 1996
Bachelor of Science, Business Administration - Concentration Accounting
Citizens Financial Group, Inc. November 2014 - Present
BNY Mellon October 2010 - June 2014
BNY Mellon August 2008 - October 2010
Boston Financial. Data Services August 2006 - August 2008
REZ-1 2000 - 2006
Holland Mark Edmund Ingalls May 1996 - May 2000
Skills
Talent Acquisition, HRIS, Workforce Planning, Organizational..., Executive Coaching, Talent Management, Developing Talent, Talent Identification, HR Strategy, Global HR, HR Transformation, Influential, Customer Focus, Customer Experience, Communications Strategy, HR Consulting, Contract Management, Change Management, Program Management, Risk Management, Team Leadership, Organizational..., Innovative Thinking, Creative Problem Solving, Credibility, Workforce Management, Analytics, Financial Management, Financial Accounting, Integrity, Advisor, Human Resources
Education
University of Phoenix 2003 — 2006
MBA, Human Resources Management
Salem State University 1992 — 1996
Bachelor of Science, Business Administration - Concentration Accounting
Darlene Bump's Boston Financial Data Services Experience September 2012 - Present
Job Director, Client Services at MKA Executive Planners
Industry Insurance
Experience
MKA Executive Planners April 2014 - Present
Boston Financial Data Services September 2012 - Present
Sun Life October 2007 - August 2011
Aviva January 2004 - April 2007
New England Financial (a MetLife affiliate) 1999 - 2003
Skills
Marketing Research, Marketing Strategy, Competitive Analysis, Insurance, Annuities, Strategic Planning, Product Development, Risk Management, Retirement Planning, Excel, PowerPoint, Fixed Annuities, Life Insurance, Business Planning, Management, Competitive Intelligence, Financial Services, Sales, Analysis, Project Management, Retirement, Strategy, Integrated Marketing, Sales Operations
Education
Rivier College
MBA, Marketing/Business
Suffolk University - Sawyer Business School
MKA Executive Planners April 2014 - Present
Boston Financial Data Services September 2012 - Present
Sun Life October 2007 - August 2011
Aviva January 2004 - April 2007
New England Financial (a MetLife affiliate) 1999 - 2003
Skills
Marketing Research, Marketing Strategy, Competitive Analysis, Insurance, Annuities, Strategic Planning, Product Development, Risk Management, Retirement Planning, Excel, PowerPoint, Fixed Annuities, Life Insurance, Business Planning, Management, Competitive Intelligence, Financial Services, Sales, Analysis, Project Management, Retirement, Strategy, Integrated Marketing, Sales Operations
Education
Rivier College
MBA, Marketing/Business
Suffolk University - Sawyer Business School
Ginger McGill's Boston Financial Data Services Experience April 2013 - Present
Job Retirement Plan Account Manager
Industry Financial Services
Experience
Boston Financial Data Services April 2013 - Present
Boston Financial Data Services October 2006 - April 2013
Boston Financial Data Services September 2005 - October 2006
Boston Financial Data Services January 2005 - September 2005
Skills
Mutual Funds, Financial Services, 401k, Relationship Management, Retirement, Securities, Investments, Series 7, Pensions, Asset Management, Banking, Series 63, Vendor Management, Process Improvement
Education
Northern Essex Community College 1990 — 1991
Boston Financial Data Services April 2013 - Present
Boston Financial Data Services October 2006 - April 2013
Boston Financial Data Services September 2005 - October 2006
Boston Financial Data Services January 2005 - September 2005
Skills
Mutual Funds, Financial Services, 401k, Relationship Management, Retirement, Securities, Investments, Series 7, Pensions, Asset Management, Banking, Series 63, Vendor Management, Process Improvement
Education
Northern Essex Community College 1990 — 1991
Kristen Toomey's Boston Financial Data Services Experience October 2005 - Present
Job Fund Liaison at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services October 2005 - Present
Education
Roger Williams Univeristy 2001 — 2005
Boston Financial Data Services October 2005 - Present
Education
Roger Williams Univeristy 2001 — 2005
Alyson Montgomery's Boston Financial Data Services Experience September 1998 - Present
Job Sr Information Delivery Specialist at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services September 1998 - Present
Education
Saint Michael's College 1994 — 1998
Boston Financial Data Services September 1998 - Present
Education
Saint Michael's College 1994 — 1998
Christine Ardizoni's Boston Financial Data Services Experience 1996 - 2006
Job Benefits Consultant at Mercer Management Consulting
Industry Financial Services
Experience
Mercer Management Consulting September 2014 - Present
Creative Resources Group (CRG) July 2011 - Present
Mutual of Omaha September 2012 - September 2014
SunGard Financial Systems May 2006 - May 2011
Boston Financial Data Services 1996 - 2006
Liberty Travel 1995 - 1996
Skills
Financial Services, Business Development, Relationship Management, Management, Strategy, Mutual Funds, CRM, Business Analysis, Lead Generation, Business Strategy, Business Planning, Vendor Management, Investments, Salesforce.com, Insurance, Consulting, Risk Management, Executive Management, Account Management, RFP
Education
Quincy College 1991 — 1994
Associate's degree, Business, Management, Marketing, and Related Support Services
University of Massachusetts Boston
Mercer Management Consulting September 2014 - Present
Creative Resources Group (CRG) July 2011 - Present
Mutual of Omaha September 2012 - September 2014
SunGard Financial Systems May 2006 - May 2011
Boston Financial Data Services 1996 - 2006
Liberty Travel 1995 - 1996
Skills
Financial Services, Business Development, Relationship Management, Management, Strategy, Mutual Funds, CRM, Business Analysis, Lead Generation, Business Strategy, Business Planning, Vendor Management, Investments, Salesforce.com, Insurance, Consulting, Risk Management, Executive Management, Account Management, RFP
Education
Quincy College 1991 — 1994
Associate's degree, Business, Management, Marketing, and Related Support Services
University of Massachusetts Boston
Yasmine Hubby's Boston Financial Data Services Experience 1998 - 1999
Job Administration and Accounting
Industry Nonprofit Organization Management
Experience
SEIU Affiliated Trust Funds November 2013 - Present
SEIU Local 615 December 2005 - November 2013
Dolphin Resource Group, Inc. May 2005 - December 2005
DIREX SYSTEMS CORP. November 2004 - May 2005
CommVest, LLC. April 2001 - October 2003
Staples Business Advantage September 2000 - April 2001
Boston Financial Data Services 1998 - 1999
Skills
Accounting, Microsoft Office, Microsoft Excel, Payroll, Financial Statements, General Ledger, Account Reconciliation, Microsoft Dynamics SL, GAAP, Financial Reporting, Accounts Payable, Year-end Close
Education
Northeastern University 1991 — 1998
BS, Accounting
SEIU Affiliated Trust Funds November 2013 - Present
SEIU Local 615 December 2005 - November 2013
Dolphin Resource Group, Inc. May 2005 - December 2005
DIREX SYSTEMS CORP. November 2004 - May 2005
CommVest, LLC. April 2001 - October 2003
Staples Business Advantage September 2000 - April 2001
Boston Financial Data Services 1998 - 1999
Skills
Accounting, Microsoft Office, Microsoft Excel, Payroll, Financial Statements, General Ledger, Account Reconciliation, Microsoft Dynamics SL, GAAP, Financial Reporting, Accounts Payable, Year-end Close
Education
Northeastern University 1991 — 1998
BS, Accounting
Erin Roche-Wise's Boston Financial Data Services Experience October 2000 - May 2005
Job Command Center Analyst at CitiStreet
Industry Financial Services
Experience
CitiStreet Senior Command Center AnalystCitiStreetMay 2005 - Present
Boston Financial Data Services October 2000 - May 2005
Education
Quincy College 1992 — 1994
Early Childhood Education
CitiStreet Senior Command Center AnalystCitiStreetMay 2005 - Present
Boston Financial Data Services October 2000 - May 2005
Education
Quincy College 1992 — 1994
Early Childhood Education
Jeff Shankland's Boston Financial Data Services Experience March 2014 - Present
Job eBusiness Data and Platform Consultant at Boston Financial Data Services
Industry Information Technology and Services
Experience
Boston Financial Data Services March 2014 - Present
Boston Financial Data Services May 2013 - March 2014
DST Systems January 2012 - April 2013
DST Systems July 2010 - December 2011
JP Morgan Retirement Plan Services January 2006 - July 2010
JP Morgan Retirement Plan Services February 2003 - December 2005
Sprint 2000 - 2003
DST Systems November 1994 - October 2000
Skills
Requirements Gathering, Quality Assurance, Requirements Analysis, Quality Center, Business Analysis, Process Improvement, Release Management, Requirements..., Quality Management, Quality Reporting, Design Collaboration, Information Solutions, Release Notes, Process Analysis, Process Engineering, Process Writing, Support Analysts, Support Management, JIRA, Software Quality Control, Software Industry, Software Verification, Software Deployment, Software Design, COBOL, Visio, Agile Methodologies, Software Documentation, SDLC, Triage, Zephyr, Data Mining, Data Migration
Education
Sprint PCS 2002 — 2002
Visual Basic Programming
Park University 1999 — 2000
Cobol Programming
Central Missouri State University 1985 — 1988
Bachelor of Science (B.S.), Business Administration, Management and Operations
Boston Financial Data Services March 2014 - Present
Boston Financial Data Services May 2013 - March 2014
DST Systems January 2012 - April 2013
DST Systems July 2010 - December 2011
JP Morgan Retirement Plan Services January 2006 - July 2010
JP Morgan Retirement Plan Services February 2003 - December 2005
Sprint 2000 - 2003
DST Systems November 1994 - October 2000
Skills
Requirements Gathering, Quality Assurance, Requirements Analysis, Quality Center, Business Analysis, Process Improvement, Release Management, Requirements..., Quality Management, Quality Reporting, Design Collaboration, Information Solutions, Release Notes, Process Analysis, Process Engineering, Process Writing, Support Analysts, Support Management, JIRA, Software Quality Control, Software Industry, Software Verification, Software Deployment, Software Design, COBOL, Visio, Agile Methodologies, Software Documentation, SDLC, Triage, Zephyr, Data Mining, Data Migration
Education
Sprint PCS 2002 — 2002
Visual Basic Programming
Park University 1999 — 2000
Cobol Programming
Central Missouri State University 1985 — 1988
Bachelor of Science (B.S.), Business Administration, Management and Operations
Alex Corning's Boston Financial Data Services Experience September 2006 - Present
Job Operations Senior Specialist at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services September 2006 - Present
Fleet Bank July 1996 - September 2000
John Hancock September 1990 - October 1992
Skills
Vendor Management, TA2000, Call Center, Equities, Microsoft Office, Mutual Funds, Securities, Microsoft Excel, Fixed Income, Process Improvement, Risk Management, Investments, Banking, Business Analysis, Financial Services, Account Reconciliation, Asset Managment, Access, Transfer Agency, Team Leadership, SharePoint, Project Management, Software Documentation, 401k, Analysis, Relationship Management, Insurance, Asset Management, Call Centers
Education
Quincy College
Tucker School
Boston Financial Data Services September 2006 - Present
Fleet Bank July 1996 - September 2000
John Hancock September 1990 - October 1992
Skills
Vendor Management, TA2000, Call Center, Equities, Microsoft Office, Mutual Funds, Securities, Microsoft Excel, Fixed Income, Process Improvement, Risk Management, Investments, Banking, Business Analysis, Financial Services, Account Reconciliation, Asset Managment, Access, Transfer Agency, Team Leadership, SharePoint, Project Management, Software Documentation, 401k, Analysis, Relationship Management, Insurance, Asset Management, Call Centers
Education
Quincy College
Tucker School
Guy Kauffman's Boston Financial Data Services Experience August 1992 - July 1996
Job Business Professional with Salesforce Experience Looking for opportunities
Industry Computer Software
Experience
DST Systems November 2014 - September 2015
DST Systems November 2011 - November 2014
DST Systems October 2010 - October 2011
DST Systems May 2005 - September 2010
DST Systems August 1996 - April 2005
Boston Financial Data Services August 1992 - July 1996
Skills
Process Improvement, Strategic Planning, Business Analysis, Business Process..., Project Management, Vendor Management, Software Documentation, Program Management
Education
Rockhurst University 1994 — 1996
MBA, Finance & Marketing
The University of New Mexico 1987 — 1991
Business, Finance
DST Systems November 2014 - September 2015
DST Systems November 2011 - November 2014
DST Systems October 2010 - October 2011
DST Systems May 2005 - September 2010
DST Systems August 1996 - April 2005
Boston Financial Data Services August 1992 - July 1996
Skills
Process Improvement, Strategic Planning, Business Analysis, Business Process..., Project Management, Vendor Management, Software Documentation, Program Management
Education
Rockhurst University 1994 — 1996
MBA, Finance & Marketing
The University of New Mexico 1987 — 1991
Business, Finance
Kirk Eames's Boston Financial Data Services Experience January 1978 - June 2008
Job Financial Services Professional
Industry Financial Services
Experience
Boston Financial Data Services January 1978 - June 2008
Education
Pratt Institute 1969 — 1974
No Degree, Computer Science
Boston Financial Data Services January 1978 - June 2008
Education
Pratt Institute 1969 — 1974
No Degree, Computer Science
Linda Jones, ChFC, FLMI, AIRC's Boston Financial Data Services Experience 1983 - 1992
Job Compliance Manager at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors September 2013 - Present
MetLife January 2011 - September 2013
LPL / Northstar Wealth Partners March 2010 - January 2011
MassMutual February 2007 - October 2009
MassMutual Blue Chip Group 2005 - 2007
Charter Oak Insurance & Financial Services 2002 - 2005
Babson Capital Management 2001 - 2002
Massachusetts Mutual Life Insurance Company 1997 - 2001
Aegon / WRL / ISI 1992 - 1997
Boston Financial Data Services 1983 - 1992
Education
The American College 2006 — 2009
Chartered Financial Consultant
Rollins College
Paralegal Certificate, Legal
University of Massachusetts Boston
Lincoln Financial Distributors September 2013 - Present
MetLife January 2011 - September 2013
LPL / Northstar Wealth Partners March 2010 - January 2011
MassMutual February 2007 - October 2009
MassMutual Blue Chip Group 2005 - 2007
Charter Oak Insurance & Financial Services 2002 - 2005
Babson Capital Management 2001 - 2002
Massachusetts Mutual Life Insurance Company 1997 - 2001
Aegon / WRL / ISI 1992 - 1997
Boston Financial Data Services 1983 - 1992
Education
The American College 2006 — 2009
Chartered Financial Consultant
Rollins College
Paralegal Certificate, Legal
University of Massachusetts Boston
Ginger Kelley's Boston Financial Data Services Experience 1985 - 1988
Job Seeking new opportunity in the financial services industry
Industry Financial Services
Experience
Fidelity Investments February 1999 - June 2013
Prudential Mutual Fund Services 1988 - 1999
Boston Financial Data Services 1985 - 1988
Skills
Series 7, Vendor Management, Mutual Funds, Financial Services, 401k, Process Improvement, Series 63, Relationship Management, Securities, Business Analysis, Leadership, Project Management, Retirement, Retirement Planning, SDLC, Asset Management
Education
Rider University 1994 — 1998
BSBA, Management and Organizational Behavior
Fidelity Investments February 1999 - June 2013
Prudential Mutual Fund Services 1988 - 1999
Boston Financial Data Services 1985 - 1988
Skills
Series 7, Vendor Management, Mutual Funds, Financial Services, 401k, Process Improvement, Series 63, Relationship Management, Securities, Business Analysis, Leadership, Project Management, Retirement, Retirement Planning, SDLC, Asset Management
Education
Rider University 1994 — 1998
BSBA, Management and Organizational Behavior
Eddie Franz's Boston Financial Data Services Experience 2007 - 2011
Job Software Implementation; Software Quality; Process Improvement; Client Relations; New Client Onboarding; HCM
Industry Investment Management
Experience
Paycor May 2015 - Present
DST Systems March 2014 - May 2015
DST Systems July 2011 - February 2014
Boston Financial Data Services 2007 - 2011
Boston Financial Data Services 2006 - 2007
Boston Financial Data Services 2004 - 2006
DST Systems 2001 - 2004
Sallie Mae 2000 - 2000
Sallie Mae 1998 - 2000
The Don Bosco Centers 1997 - 1998
Skills
Process Improvement, Project Management, Business Analysis, Leadership, Employee Engagement, Analysis, SDLC, Software Quality..., Time Management, Business Process..., Quality Improvement, Business Requirements, Requirements Gathering, Requirements Analysis, Software Documentation, Documentation, Microsoft Excel, Relationship Management, Performance Management, Financial Analysis, Organizational..., Team Leadership, Recruiting, Technical Recruiting, College Recruiting, Quality Management, Quality Assurance, Quality Control, Troubleshooting, Software Troubleshooting, Vendor Management, Risk Management, Financial Services, Mutual Funds, Investments, Instructional Design, JIRA, SharePoint, Clarity, Visio, Lotus Notes
Education
Rockhurst University
Bachelor of Arts (B.A.), Sociology
Paycor May 2015 - Present
DST Systems March 2014 - May 2015
DST Systems July 2011 - February 2014
Boston Financial Data Services 2007 - 2011
Boston Financial Data Services 2006 - 2007
Boston Financial Data Services 2004 - 2006
DST Systems 2001 - 2004
Sallie Mae 2000 - 2000
Sallie Mae 1998 - 2000
The Don Bosco Centers 1997 - 1998
Skills
Process Improvement, Project Management, Business Analysis, Leadership, Employee Engagement, Analysis, SDLC, Software Quality..., Time Management, Business Process..., Quality Improvement, Business Requirements, Requirements Gathering, Requirements Analysis, Software Documentation, Documentation, Microsoft Excel, Relationship Management, Performance Management, Financial Analysis, Organizational..., Team Leadership, Recruiting, Technical Recruiting, College Recruiting, Quality Management, Quality Assurance, Quality Control, Troubleshooting, Software Troubleshooting, Vendor Management, Risk Management, Financial Services, Mutual Funds, Investments, Instructional Design, JIRA, SharePoint, Clarity, Visio, Lotus Notes
Education
Rockhurst University
Bachelor of Arts (B.A.), Sociology
Andrew Hajian's Boston Financial Data Services Experience October 2005 - October 2011
Job CoOwner/Master Barber at Impeccable Barber Co.
Industry Marketing and Advertising
Experience
Impeccable Barber Co. September 2013 - Present
Crew Cutz Barbershop August 2010 - September 2013
Boston Financial Data Services October 2005 - October 2011
South Shore Habitat for Humanity April 2007 - April 2008
Randolph Community Basketball Program May 2007 - August 2007
Triple M Productions January 2005 - September 2005
Skills
Social Media, Marketing, Market Research, Event Planning, Advertising, Social Media Marketing, Event Management, Marketing Communications, Customer Service, Social Networking, Sales, Marketing Strategy, Online Advertising, Microsoft Office, PowerPoint, Public Relations
Education
Massachusetts School of Barbering 2009 — 2010
Certificate, Barber Styling
Rhode Island College 2001 — 2005
Bachelor of Science, Business Management
Impeccable Barber Co. September 2013 - Present
Crew Cutz Barbershop August 2010 - September 2013
Boston Financial Data Services October 2005 - October 2011
South Shore Habitat for Humanity April 2007 - April 2008
Randolph Community Basketball Program May 2007 - August 2007
Triple M Productions January 2005 - September 2005
Skills
Social Media, Marketing, Market Research, Event Planning, Advertising, Social Media Marketing, Event Management, Marketing Communications, Customer Service, Social Networking, Sales, Marketing Strategy, Online Advertising, Microsoft Office, PowerPoint, Public Relations
Education
Massachusetts School of Barbering 2009 — 2010
Certificate, Barber Styling
Rhode Island College 2001 — 2005
Bachelor of Science, Business Management
Bill Misata's Boston Financial Data Services Experience 1980 - 1987
Job Consultant at Misata Consulting
Industry Investment Management
Experience
Misata Consulting April 2011 - Present
Allianz Global Investors August 2008 - March 2011
Allianz 2007 - March 2011
Merrill Lynch Investment Managers 2005 - 2007
Pioneer Investments 1987 - 2004
The Pioneer Group, Inc. 1987 - 2004
Boston Financial Data Services 1980 - 1987
Education
Princeton University 1961 — 1965
BA, Politics
Misata Consulting April 2011 - Present
Allianz Global Investors August 2008 - March 2011
Allianz 2007 - March 2011
Merrill Lynch Investment Managers 2005 - 2007
Pioneer Investments 1987 - 2004
The Pioneer Group, Inc. 1987 - 2004
Boston Financial Data Services 1980 - 1987
Education
Princeton University 1961 — 1965
BA, Politics
martha mcgrath's Boston Financial Data Services Experience 1993 - 1995
Job Investment Division at State of Georgia
Industry Computer Software
Experience
State of Georgia June 2009 - Present
Bottomline Technologies April 2008 - June 2009
Optio Software 2000 - 2008
State of Georgia -Investment Division 1995 - 2000
Boston Financial Data Services 1993 - 1995
State Street Bank 1990 - 1993
IBM 1987 - 1990
Merrill Lynch 1986 - 1987
John Blair Television 1984 - 1986
Education
Rosemont College 1979 — 1983
BA, Humanities
State of Georgia June 2009 - Present
Bottomline Technologies April 2008 - June 2009
Optio Software 2000 - 2008
State of Georgia -Investment Division 1995 - 2000
Boston Financial Data Services 1993 - 1995
State Street Bank 1990 - 1993
IBM 1987 - 1990
Merrill Lynch 1986 - 1987
John Blair Television 1984 - 1986
Education
Rosemont College 1979 — 1983
BA, Humanities
Tracy Leonard's Boston Financial Data Services Experience 1986 - 2006
Job Account Manager at RR Donnelley
Industry Printing
Experience
RR Donnelley May 2008 - Present
Capital Fulfillment Group 2006 - 2008
Boston Financial Data Services 1986 - 2006
Skills
Vendor Relations, Account Management, Customer Satisfaction, Customer Relations, Customer Service, Vendor Management, Sales Management, B2B, Sales, Project Planning, Strategic Planning, Financial Services, Contract Negotiation, Team Leadership, Direct Mail, Operations Management, Vendors, Process Improvement, Forecasting, Selling, Management, Team Building
Education
University of Phoenix 2001 — 2003
Bachelors, BSBM
Quincy College 1996 — 2001
Business Management
North Quincy High School 1980 — 1984
High school diploma
RR Donnelley May 2008 - Present
Capital Fulfillment Group 2006 - 2008
Boston Financial Data Services 1986 - 2006
Skills
Vendor Relations, Account Management, Customer Satisfaction, Customer Relations, Customer Service, Vendor Management, Sales Management, B2B, Sales, Project Planning, Strategic Planning, Financial Services, Contract Negotiation, Team Leadership, Direct Mail, Operations Management, Vendors, Process Improvement, Forecasting, Selling, Management, Team Building
Education
University of Phoenix 2001 — 2003
Bachelors, BSBM
Quincy College 1996 — 2001
Business Management
North Quincy High School 1980 — 1984
High school diploma
Myra Armijo-Caster, PMP's Boston Financial Data Services Experience July 1992 - September 1994
Job Senior Project Manager at Honeywell Aerospace
Industry Aviation & Aerospace
Experience
Honeywell International Inc October 2003 - Present
Luz Energy Corporation September 1998 - December 2012
International Inc November 1995 - October 2003
Wells Fargo September 1994 - November 1995
Temp Agency September 1994 - November 1995
Boston Financial Data Services July 1992 - September 1994
Furrs Supermarket October 1987 - July 1992
Carrows Restaurant August 1985 - September 1987
Skills
MS Project, Program Management, Customer Service, Six Sigma, Cost Benefit, Budgets, Accounting, Training, Project Planning, Proposal Writing, Procurement, Management, Microsoft Excel
Education
The College of Santa Fe 1997 — 2003
Master of Business Administration, Finance
Santa Fe University of Art and Design
Bachelor of Arts degree, Business Administration; Accounting
12/2003 Mile High College
Associates degree, Secretarial Science, Accounting and Microcomputers
University of Phoenix
Associates degree, Business Administration
Honeywell International Inc October 2003 - Present
Luz Energy Corporation September 1998 - December 2012
International Inc November 1995 - October 2003
Wells Fargo September 1994 - November 1995
Temp Agency September 1994 - November 1995
Boston Financial Data Services July 1992 - September 1994
Furrs Supermarket October 1987 - July 1992
Carrows Restaurant August 1985 - September 1987
Skills
MS Project, Program Management, Customer Service, Six Sigma, Cost Benefit, Budgets, Accounting, Training, Project Planning, Proposal Writing, Procurement, Management, Microsoft Excel
Education
The College of Santa Fe 1997 — 2003
Master of Business Administration, Finance
Santa Fe University of Art and Design
Bachelor of Arts degree, Business Administration; Accounting
12/2003 Mile High College
Associates degree, Secretarial Science, Accounting and Microcomputers
University of Phoenix
Associates degree, Business Administration
Kurt Seguer's Boston Financial Data Services Experience September 1999 - March 2005
Job VP Commercial Banker at Tidelands Bank
Industry Banking
Experience
Tidelands Bank July 2005 - Present
Tidelands Bank July 2005 - Present
Boston Financial Data Services September 1999 - March 2005
Education
SCBA class 2011 2009 — 2011
Banking
Regis University 2005 — 2008
2008, Masters Business Administration
University of Massachusetts Dartmouth 1994 — 1999
1999, Writing/Communications
Tidelands Bank July 2005 - Present
Tidelands Bank July 2005 - Present
Boston Financial Data Services September 1999 - March 2005
Education
SCBA class 2011 2009 — 2011
Banking
Regis University 2005 — 2008
2008, Masters Business Administration
University of Massachusetts Dartmouth 1994 — 1999
1999, Writing/Communications
Peggy Augustine's Boston Financial Data Services Experience June 1999 - September 2011
Job Drug Test Administrator at Modern Assistance Programs, Inc.
Industry Mental Health Care
Experience
Modern Assistance Programs, Inc. August 2014 - Present
Modern Assistance Programs, Inc. February 2013 - August 2014
Boston Financial Data Services June 1999 - September 2011
Skills
Transfer Agency, Conversions, Call Center, Process Improvement, Team Building, Customer Relations, Operations Management, Customer Service, Call Centers, Data Conversion, Customer Experience
Education
Quincy College 1981 — 1983
Associate Degree, Business
North Quincy High School 1977 — 1980
High School Diploma
Modern Assistance Programs, Inc. August 2014 - Present
Modern Assistance Programs, Inc. February 2013 - August 2014
Boston Financial Data Services June 1999 - September 2011
Skills
Transfer Agency, Conversions, Call Center, Process Improvement, Team Building, Customer Relations, Operations Management, Customer Service, Call Centers, Data Conversion, Customer Experience
Education
Quincy College 1981 — 1983
Associate Degree, Business
North Quincy High School 1977 — 1980
High School Diploma
James E. Smith's Boston Financial Data Services Experience July 2000 - October 2001
Job RI Criminal Defense Lawyer
Industry Law Practice
Experience
Law Offices of James E. Smith November 2008 - Present
ICAP, NA February 2006 - June 2008
MetLife, Inc May 2002 - February 2006
Progressive Financial Strategies, LLC March 2002 - May 2002
Boston Financial Data Services July 2000 - October 2001
MetLife, Inc. June 1999 - June 2000
MetLife, Inc. December 1997 - May 1999
MetLife, Inc. November 1991 - November 1997
United States Marine Corps Reserve January 1985 - January 1991
Skills
Legal Research, Criminal Law, Insurance, Securities, Employment Law, Legal Writing, Criminal Defense, Litigation, Mediation, Courts, Wills, Appeals, Civil Litigation, Government, Policy, Personal Injury, Family Law, Corporate Law, Medical Malpractice, Private Investigations, Legal Issues, Commercial Litigation, Dispute Resolution, Estate Planning, Trials, Alternative Dispute..., Management, Arbitration, Public Policy, Product Liability
Education
Roger Williams University School of Law 1997 — 2001
JD, Law
Providence College 1993 — 1997
B.S, Finance
Law Offices of James E. Smith November 2008 - Present
ICAP, NA February 2006 - June 2008
MetLife, Inc May 2002 - February 2006
Progressive Financial Strategies, LLC March 2002 - May 2002
Boston Financial Data Services July 2000 - October 2001
MetLife, Inc. June 1999 - June 2000
MetLife, Inc. December 1997 - May 1999
MetLife, Inc. November 1991 - November 1997
United States Marine Corps Reserve January 1985 - January 1991
Skills
Legal Research, Criminal Law, Insurance, Securities, Employment Law, Legal Writing, Criminal Defense, Litigation, Mediation, Courts, Wills, Appeals, Civil Litigation, Government, Policy, Personal Injury, Family Law, Corporate Law, Medical Malpractice, Private Investigations, Legal Issues, Commercial Litigation, Dispute Resolution, Estate Planning, Trials, Alternative Dispute..., Management, Arbitration, Public Policy, Product Liability
Education
Roger Williams University School of Law 1997 — 2001
JD, Law
Providence College 1993 — 1997
B.S, Finance
James Shatto's Boston Financial Data Services Experience October 2010 - April 2011
Job Derivatives Specialist at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed December 2014 - Present
State Street May 2011 - November 2014
Boston Financial Data Services October 2010 - April 2011
Boston Financial Data Services August 2008 - September 2010
Skills
Portfolio Management, Accounting, Financial Analysis, Microsoft Excel, Finance, Financial Reporting, Equities, Mutual Funds, Financial Services, Investments
Education
Park University 2002 — 2006
Bachelor of Arts (B.A.), Business Administration and Finance
Waddell & Reed December 2014 - Present
State Street May 2011 - November 2014
Boston Financial Data Services October 2010 - April 2011
Boston Financial Data Services August 2008 - September 2010
Skills
Portfolio Management, Accounting, Financial Analysis, Microsoft Excel, Finance, Financial Reporting, Equities, Mutual Funds, Financial Services, Investments
Education
Park University 2002 — 2006
Bachelor of Arts (B.A.), Business Administration and Finance
Sara Sinnett's Boston Financial Data Services Experience 2000 - 2003
Job Implementation Consultant at Argus Health Systems
Industry Health, Wellness and Fitness
Experience
Argus Health Systems November 2012 - Present
Argus Health Systems July 2006 - October 2012
DST Systems May 2005 - June 2006
DST Systems March 2003 - April 2005
Boston Financial Data Services 2000 - 2003
Skills
Pharmacy Benefit..., HIPAA, Managed Care, Process Improvement, Medicare, Software Documentation, Healthcare, Healthcare Information..., Medicare Part D, Medicaid, Healthcare Industry, Visio, Health Insurance, Employee Benefits, Insurance, Standardization of...
Education
Northwest Missouri State University 1985 — 1987
Accounting and Finance
Argus Health Systems November 2012 - Present
Argus Health Systems July 2006 - October 2012
DST Systems May 2005 - June 2006
DST Systems March 2003 - April 2005
Boston Financial Data Services 2000 - 2003
Skills
Pharmacy Benefit..., HIPAA, Managed Care, Process Improvement, Medicare, Software Documentation, Healthcare, Healthcare Information..., Medicare Part D, Medicaid, Healthcare Industry, Visio, Health Insurance, Employee Benefits, Insurance, Standardization of...
Education
Northwest Missouri State University 1985 — 1987
Accounting and Finance
Charles Perlwitz's Boston Financial Data Services Experience July 2007 - May 2008
Job Manager at PwC Advisory Asset Management
Industry Management Consulting
Experience
PwC Consulting July 2012 - Present
State Street Bank September 2011 - July 2012
State Street Bank May 2008 - September 2011
Boston Financial Data Services July 2007 - May 2008
Skills
Accounting, Financial Analysis, Financial Modeling, Financial Services, Fixed Income, Investment Management, Management, Management Consulting, Microsoft Excel, Mutual Funds
Education
Salve Regina University
MBA
Salve Regina University
BS, Marketing
PwC Consulting July 2012 - Present
State Street Bank September 2011 - July 2012
State Street Bank May 2008 - September 2011
Boston Financial Data Services July 2007 - May 2008
Skills
Accounting, Financial Analysis, Financial Modeling, Financial Services, Fixed Income, Investment Management, Management, Management Consulting, Microsoft Excel, Mutual Funds
Education
Salve Regina University
MBA
Salve Regina University
BS, Marketing
Diane Rowles's Boston Financial Data Services Experience March 2000 - February 2007
Job Director at Columbia Management
Industry Financial Services
Experience
Columbia Management February 2007 - Present
Boston Financial Data Services March 2000 - February 2007
State Street August 1996 - December 1997
Education
Rhode Island College
BS, Accounting
Columbia Management February 2007 - Present
Boston Financial Data Services March 2000 - February 2007
State Street August 1996 - December 1997
Education
Rhode Island College
BS, Accounting
Shannon McKenney's Boston Financial Data Services Experience July 2014 - Present
Job Compliance Administrator II at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services July 2014 - Present
Fidelity Investments October 2008 - June 2013
STATE STREET CORPORATION August 2007 - March 2008
State Street Corporation May 2006 - August 2007
State Street Corporation August 2005 - May 2006
Skills
Fund Accounting, Analysis, Accounting, Bloomberg, Auditing, General Ledger, Microsoft Excel, Mutual Funds, Financial Analysis, Securities, Microsoft Word, Financial Services
Education
Plymouth State University 2002 — 2005
BA, Psychology
SUFFOLK UNIVERSITY, SAWYER BUSINESS SCHOOL
Graduate Diploma, Professional Accounting
Boston Financial Data Services July 2014 - Present
Fidelity Investments October 2008 - June 2013
STATE STREET CORPORATION August 2007 - March 2008
State Street Corporation May 2006 - August 2007
State Street Corporation August 2005 - May 2006
Skills
Fund Accounting, Analysis, Accounting, Bloomberg, Auditing, General Ledger, Microsoft Excel, Mutual Funds, Financial Analysis, Securities, Microsoft Word, Financial Services
Education
Plymouth State University 2002 — 2005
BA, Psychology
SUFFOLK UNIVERSITY, SAWYER BUSINESS SCHOOL
Graduate Diploma, Professional Accounting
Kurt Seguer's Boston Financial Data Services Experience September 1999 - January 2005
Job VP South Atlantic Bank Business Banker / Commercial Lender
Industry Banking
Experience
South Atlantic Bank September 2013 - Present
Tidelands Bank May 2011 - September 2013
Tidelands Bank December 2008 - May 2011
Tidelands Bank July 2005 - November 2008
American Income Life January 2005 - June 2005
Boston Financial Data Services September 1999 - January 2005
Skills
Loans, Banking, Small Business, Business Development, Financial Services, Deposits, Commercial Lending, Credit, Credit Analysis, Underwriting, Retail Banking, Risk Management, Financial Analysis, Commercial Banking, Financial Risk, Consumer Lending, Small Business Lending
Education
University of South Carolina Columbia Bankers Assoc. 2009 — 2011
Banking, Graduate Banking Program
Regis University 2004 — 2008
2008, Masters in Business Administration
University of Massachusetts Dartmouth 1994 — 1999
1999, Writing/Communications
South Atlantic Bank September 2013 - Present
Tidelands Bank May 2011 - September 2013
Tidelands Bank December 2008 - May 2011
Tidelands Bank July 2005 - November 2008
American Income Life January 2005 - June 2005
Boston Financial Data Services September 1999 - January 2005
Skills
Loans, Banking, Small Business, Business Development, Financial Services, Deposits, Commercial Lending, Credit, Credit Analysis, Underwriting, Retail Banking, Risk Management, Financial Analysis, Commercial Banking, Financial Risk, Consumer Lending, Small Business Lending
Education
University of South Carolina Columbia Bankers Assoc. 2009 — 2011
Banking, Graduate Banking Program
Regis University 2004 — 2008
2008, Masters in Business Administration
University of Massachusetts Dartmouth 1994 — 1999
1999, Writing/Communications
Jessi Harris's Boston Financial Data Services Experience 2011 - Present
Job Trust Clerk II at UMB Bank
Industry Banking
Experience
Boston Financial Data Services 2011 - Present
UMB Bank 2008 - Present
Education
Rockhurst University 2006 — 2008
BSBA, Marketing
Boston Financial Data Services 2011 - Present
UMB Bank 2008 - Present
Education
Rockhurst University 2006 — 2008
BSBA, Marketing
Tom Magri's Boston Financial Data Services Experience April 2002 - June 2004
Job Business Analyst Blue Cross Blue Shield of Massachusetts
Industry Insurance
Experience
Blue Cross Blue Shield of Massachusetts April 2015 - Present
Blue Cross Blue Shield of Massachusetts November 2012 - Present
Blue Cross Blue Shield of Massachusetts April 2012 - November 2012
Blue Cross Blue Shield July 2008 - April 2012
Blue Cross Blue Shield September 2005 - July 2008
Boston Financial Data Services April 2002 - June 2004
Skills
RTMS, Access, Microsoft Excel, Microsoft Word, Leadership, Customer Service, Outlook, Process Improvement, Microsoft Office, PowerPoint, Team Building, Data Entry, Financial Analysis, Team Leadership, Healthcare, Analysis, Employee Benefits, Managed Care, HIPAA, Insurance, Health Insurance, Call Centers, Software Documentation, Medicare, Data Analysis, Business Analysis, Management, Claim
Education
Quincy College 2015 — 2016
Computer Science, Computer Programming/Programmer, General
Don Bosco 1992 — 1996
Diploma
Blue Cross Blue Shield of Massachusetts April 2015 - Present
Blue Cross Blue Shield of Massachusetts November 2012 - Present
Blue Cross Blue Shield of Massachusetts April 2012 - November 2012
Blue Cross Blue Shield July 2008 - April 2012
Blue Cross Blue Shield September 2005 - July 2008
Boston Financial Data Services April 2002 - June 2004
Skills
RTMS, Access, Microsoft Excel, Microsoft Word, Leadership, Customer Service, Outlook, Process Improvement, Microsoft Office, PowerPoint, Team Building, Data Entry, Financial Analysis, Team Leadership, Healthcare, Analysis, Employee Benefits, Managed Care, HIPAA, Insurance, Health Insurance, Call Centers, Software Documentation, Medicare, Data Analysis, Business Analysis, Management, Claim
Education
Quincy College 2015 — 2016
Computer Science, Computer Programming/Programmer, General
Don Bosco 1992 — 1996
Diploma
Driss Bennani, PMP, CSSBB's Boston Financial Data Services Experience 2011 - 2012
Job Business Process Management Professional
Industry Management Consulting
Experience
Genzyme December 2014 - Present
Beth Israel Deaconess Medical Center December 2013 - September 2014
Boston Scientific/Winter Wyman July 2013 - November 2013
AtTask, Inc. June 2012 - April 2013
Boston Financial Data Services 2011 - 2012
Tower Group Companies / OneBeacon Insurance 2008 - 2010
Granite Telecommunications 2007 - 2008
KB Toys 2006 - 2007
Online Resources 2004 - 2005
PEC Solutions, Inc / Nortel 2003 - 2004
Skills
Business Analysis, Process Improvement, Business Process..., Visio, Project Management, SDLC, Six Sigma, Change Management, Business Process, Requirements Analysis, Program Management, Business Process Design, Simulation Modeling, Software Project..., Business Requirements, Analysis, Call Centers, Business Process..., Project Portfolio..., PMP, Requirements Gathering, PMO, Systems Analysis, Business Process Mapping, Telecommunications, Process Engineering, Integration, IT Strategy, MS Project, Management, Leadership, Consulting
Education
Pratt Institute
BEE, Electrical Engineering
Genzyme December 2014 - Present
Beth Israel Deaconess Medical Center December 2013 - September 2014
Boston Scientific/Winter Wyman July 2013 - November 2013
AtTask, Inc. June 2012 - April 2013
Boston Financial Data Services 2011 - 2012
Tower Group Companies / OneBeacon Insurance 2008 - 2010
Granite Telecommunications 2007 - 2008
KB Toys 2006 - 2007
Online Resources 2004 - 2005
PEC Solutions, Inc / Nortel 2003 - 2004
Skills
Business Analysis, Process Improvement, Business Process..., Visio, Project Management, SDLC, Six Sigma, Change Management, Business Process, Requirements Analysis, Program Management, Business Process Design, Simulation Modeling, Software Project..., Business Requirements, Analysis, Call Centers, Business Process..., Project Portfolio..., PMP, Requirements Gathering, PMO, Systems Analysis, Business Process Mapping, Telecommunications, Process Engineering, Integration, IT Strategy, MS Project, Management, Leadership, Consulting
Education
Pratt Institute
BEE, Electrical Engineering
Amy Habel's Boston Financial Data Services Experience April 2000 - February 2010
Job Human Resources Professional
Industry Financial Services
Experience
Boston Financial Data Services April 2000 - February 2010
Skills
Employee Relations, Performance Management, Human Resources, HR Consulting, Organizational..., Personnel Management, Performance Appraisal, Editing, 1, Interviews, PeopleSoft, Job Descriptions
Education
Park University 2002 — 2010
Bachelor of Science (B.S.), Human Resource Management
Maple Woods Community College 1999 — 2001
Associate of Arts (A.A.), General
Boston Financial Data Services April 2000 - February 2010
Skills
Employee Relations, Performance Management, Human Resources, HR Consulting, Organizational..., Personnel Management, Performance Appraisal, Editing, 1, Interviews, PeopleSoft, Job Descriptions
Education
Park University 2002 — 2010
Bachelor of Science (B.S.), Human Resource Management
Maple Woods Community College 1999 — 2001
Associate of Arts (A.A.), General
Susan M. Gorman's Boston Financial Data Services Experience December 2006 - Present
Job Experienced Sales & Customer Service Represntative
Industry Financial Services
Experience
Boston Financial Data Services December 2006 - Present
Talbots June 2001 - August 2006
Talbots September 1999 - June 2001
MFS Investment Management June 1987 - February 1995
MFS Investment Management 1985 - 1987
MFS Investment Management 1983 - 1985
Skills
Outlook, Mutual Funds, Management, Financial Services, Sales, Investments, Accounting, Customer Service, Portfolio Management, Marketing, Competitive Analysis, Securities, Call Centers, Microsoft Excel
Education
Saint Anselm College 1977 — 1981
BA, English
Boston Financial Data Services December 2006 - Present
Talbots June 2001 - August 2006
Talbots September 1999 - June 2001
MFS Investment Management June 1987 - February 1995
MFS Investment Management 1985 - 1987
MFS Investment Management 1983 - 1985
Skills
Outlook, Mutual Funds, Management, Financial Services, Sales, Investments, Accounting, Customer Service, Portfolio Management, Marketing, Competitive Analysis, Securities, Call Centers, Microsoft Excel
Education
Saint Anselm College 1977 — 1981
BA, English
Maria Dicosta's Boston Financial Data Services Experience September 2004 - November 2005
Job Executive Assistant at Executive Assistant at Partners HealthCare
Industry Hospital & Health Care
Experience
Executive Assistant at Partners HealthCare January 2006 - Present
Partners Private Care January 2006 - March 2011
Boston Financial Data Services September 2004 - November 2005
Education
Sacramento City College
BSC Hons., Science
Executive Assistant at Partners HealthCare January 2006 - Present
Partners Private Care January 2006 - March 2011
Boston Financial Data Services September 2004 - November 2005
Education
Sacramento City College
BSC Hons., Science
Teresa Zak's Boston Financial Data Services Experience November 2005 - October 2008
Job Corporate Trainer at DST Systems
Industry Financial Services
Experience
DST Systems October 2008 - Present
Boston Financial Data Services November 2005 - October 2008
DST Systems April 2004 - November 2005
Skills
E-learning, Employee Engagement, Performance Management, Coaching, Instructional Design
Education
Park University 2011 — 2014
Masters, Adult Education
The University of Kansas 1998 — 2001
Bachelors, Sociology
DST Systems October 2008 - Present
Boston Financial Data Services November 2005 - October 2008
DST Systems April 2004 - November 2005
Skills
E-learning, Employee Engagement, Performance Management, Coaching, Instructional Design
Education
Park University 2011 — 2014
Masters, Adult Education
The University of Kansas 1998 — 2001
Bachelors, Sociology
Kristine Cinquegrana's Boston Financial Data Services Experience 1989 - 2004
Job Operations/Business Analyst II at Sovereign Bank
Industry Banking
Experience
Sovereign Bank Operations Business AnalystSovereign Bank / Banco Santander2005 - Present
Boston Financial Data Services 1989 - 2004
Education
Roger Williams University 1984 — 1986
Accounting
East Providence High School 1981 — 1984
Sovereign Bank Operations Business AnalystSovereign Bank / Banco Santander2005 - Present
Boston Financial Data Services 1989 - 2004
Education
Roger Williams University 1984 — 1986
Accounting
East Providence High School 1981 — 1984
Gregg Sharp's Boston Financial Data Services Experience December 1997 - September 2011
Job Bond Processor 4 at US Bank
Industry Financial Services
Experience
US Bank March 2012 - Present
Boston Financial Data Services December 1997 - September 2011
Skills
Bonds, Bond Markets, Convertible Bonds, Mutual Funds, Financial Reporting, Banking, Trading, IRA's, Trusts, Reconciliation, Compliance, USA PATRIOT Act, Transaction Processing, Securities, Investments, Asset Management, Process Improvement, Microsoft Office, Sunguard, Asset Managment, IRAs, Lotus Notes, Retirement, Risk Management, 401k, AML, Financial Risk, Financial Analysis, Transfer Agency, Client Services, Customer Service, Qualified Retirement...
Education
UMass Boston 1992 — 1994
Quincy College 1990 — 1992
AS, Business
US Bank March 2012 - Present
Boston Financial Data Services December 1997 - September 2011
Skills
Bonds, Bond Markets, Convertible Bonds, Mutual Funds, Financial Reporting, Banking, Trading, IRA's, Trusts, Reconciliation, Compliance, USA PATRIOT Act, Transaction Processing, Securities, Investments, Asset Management, Process Improvement, Microsoft Office, Sunguard, Asset Managment, IRAs, Lotus Notes, Retirement, Risk Management, 401k, AML, Financial Risk, Financial Analysis, Transfer Agency, Client Services, Customer Service, Qualified Retirement...
Education
UMass Boston 1992 — 1994
Quincy College 1990 — 1992
AS, Business
Kara Blais's Boston Financial Data Services Experience October 2004 - February 2006
Job Client Service Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2006 - Present
Boston Financial Data Services October 2004 - February 2006
Education
Rhode Island College
Bachelor’s Degree, Business management
Fidelity Investments March 2006 - Present
Boston Financial Data Services October 2004 - February 2006
Education
Rhode Island College
Bachelor’s Degree, Business management
Vincent Pizzano's Boston Financial Data Services Experience 2007 - 2012
Job Facilities Manager at Cowen & Company
Industry Financial Services
Experience
Cowen & Company May 2013 - June 2015
Boston Financial Data Services 2007 - 2012
Boston Financial Data Services 2007 - 2007
Cool Stuff Cheap 2005 - 2006
Research International 1998 - 2005
Medical Claims Service 1995 - 1998
ELSIE 1993 - 1994
Bay State Gas Company 1979 - 1993
Skills
Call Center, Operations Management, Process Improvement, Business Analysis, Customer Satisfaction, Team Leadership, Customer Retention, Customer Service, Account Management, Leadership, Strategic Planning, Financial Services, Training, Conflict Resolution, Workforce Management, Workshop Facilitation, Management, Performance Management, Change Management, Coaching, Microsoft Excel, Microsoft Word, Leadership Development, Microsoft Office, Sales, Risk Management, Customer Experience, Analysis, Market Research, Vendor Management, Team Building, Business Development, Supervisory Skills, Software Documentation, PowerPoint, Project Management, Strategic Thinking, Program Management, Call Centers, Forecasting, Recruiting, Visio, Salesforce.com, Business Process..., Relationship Management, CRM, Insurance
Education
Norwich University
Bachelor of Science (BS), Elementary Education and Teaching
Cowen & Company May 2013 - June 2015
Boston Financial Data Services 2007 - 2012
Boston Financial Data Services 2007 - 2007
Cool Stuff Cheap 2005 - 2006
Research International 1998 - 2005
Medical Claims Service 1995 - 1998
ELSIE 1993 - 1994
Bay State Gas Company 1979 - 1993
Skills
Call Center, Operations Management, Process Improvement, Business Analysis, Customer Satisfaction, Team Leadership, Customer Retention, Customer Service, Account Management, Leadership, Strategic Planning, Financial Services, Training, Conflict Resolution, Workforce Management, Workshop Facilitation, Management, Performance Management, Change Management, Coaching, Microsoft Excel, Microsoft Word, Leadership Development, Microsoft Office, Sales, Risk Management, Customer Experience, Analysis, Market Research, Vendor Management, Team Building, Business Development, Supervisory Skills, Software Documentation, PowerPoint, Project Management, Strategic Thinking, Program Management, Call Centers, Forecasting, Recruiting, Visio, Salesforce.com, Business Process..., Relationship Management, CRM, Insurance
Education
Norwich University
Bachelor of Science (BS), Elementary Education and Teaching
Ellen Hardy's Boston Financial Data Services Experience 1985 - 1995
Job Vice President Operations at Plymouth Industrial REIT
Industry Commercial Real Estate
Experience
Plymouth Industrial REIT August 2014 - Present
State Street Bank 2002 - 2012
Russell Investments May 1995 - March 2002
Boston Financial Data Services 1985 - 1995
Skills
Equities, Fixed Income, Mutual Funds, Process Improvement, Investments, Portfolio Management, Financial Services, Investment Management, Asset Managment, Vendor Management, Shareholder Operations, Securities, Relationship Management, Back Office, Transfer Agency
Education
Penn State University
Silver Lake Regional High School
Plymouth Industrial REIT August 2014 - Present
State Street Bank 2002 - 2012
Russell Investments May 1995 - March 2002
Boston Financial Data Services 1985 - 1995
Skills
Equities, Fixed Income, Mutual Funds, Process Improvement, Investments, Portfolio Management, Financial Services, Investment Management, Asset Managment, Vendor Management, Shareholder Operations, Securities, Relationship Management, Back Office, Transfer Agency
Education
Penn State University
Silver Lake Regional High School
Bryan Moorefield's Boston Financial Data Services Experience September 2010 - November 2011
Job Marketing Manager and Container Logistics Coordinator at KTTR Services, Inc
Industry Transportation/Trucking/Railroad
Experience
KTTR Services, Inc September 2011 - June 2014
Boston Financial Data Services September 2010 - November 2011
The Buckle March 2008 - August 2010
Skills
Editing, Proofreading, Writing, Organization, Presentations
Education
Park University 2006 — 2009
Bachelor of Arts (B.A.), English Literature
KTTR Services, Inc September 2011 - June 2014
Boston Financial Data Services September 2010 - November 2011
The Buckle March 2008 - August 2010
Skills
Editing, Proofreading, Writing, Organization, Presentations
Education
Park University 2006 — 2009
Bachelor of Arts (B.A.), English Literature
Bao Ye's Boston Financial Data Services Experience May 1995 - February 1999
Job Banking Professional
Industry Banking
Experience
Mass Financial February 1999 - March 2011
Boston Financial Data Services May 1995 - February 1999
Bo-Lee Company May 1976 - December 1985
Education
YMCA Tranining, Inc 2012 — 2012
ABCD 1994 — 1995
Roxbury Community College
Coursework in math career developmet, ESL
Mass Financial February 1999 - March 2011
Boston Financial Data Services May 1995 - February 1999
Bo-Lee Company May 1976 - December 1985
Education
YMCA Tranining, Inc 2012 — 2012
ABCD 1994 — 1995
Roxbury Community College
Coursework in math career developmet, ESL
Nyrca Torchon-Falaise's Boston Financial Data Services Experience June 2005 - Present
Job Fund Liaisons at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services June 2005 - Present
Computershare January 1998 - 2005
Skills
Mutual Funds, Financial Services, Investments, Financial Analysis, Securities, Risk Management, Banking, Retirement, Equities, Series 7, Bloomberg, Relationship Management, Asset Management, Finance, Series 63, Portfolio Management, Fixed Income, Financial Modeling, Business Analysis, Process Improvement
Education
University of Phoenix 2012 — 2015
Business Administration and Management, General
Quincy College
Associate in Business Administration
Boston Financial Data Services June 2005 - Present
Computershare January 1998 - 2005
Skills
Mutual Funds, Financial Services, Investments, Financial Analysis, Securities, Risk Management, Banking, Retirement, Equities, Series 7, Bloomberg, Relationship Management, Asset Management, Finance, Series 63, Portfolio Management, Fixed Income, Financial Modeling, Business Analysis, Process Improvement
Education
University of Phoenix 2012 — 2015
Business Administration and Management, General
Quincy College
Associate in Business Administration
Brad Lamoureux's Boston Financial Data Services Experience October 2011 - April 2012
Job Winter Crew at Schooner American Eagle
Industry Shipbuilding
Experience
Schooner American Eagle June 2009 - Present
Boston Financial Data Services October 2011 - April 2012
Education
Rhode Island College 2008 — 2009
Schooner American Eagle June 2009 - Present
Boston Financial Data Services October 2011 - April 2012
Education
Rhode Island College 2008 — 2009
Stan Poliskey's Boston Financial Data Services Experience February 2014 - Present
Job Senior Web Developer at Boston Financial Data Services
Industry Computer & Network Security
Experience
Boston Financial Data Services February 2014 - Present
Key Consultants November 1999 - February 2014
Newcourt Financial 1998 - 1999
Education
Rensselaer Polytechnic Institute 1986 — 1989
Bachelor of Science, Computer Science
Boston Financial Data Services February 2014 - Present
Key Consultants November 1999 - February 2014
Newcourt Financial 1998 - 1999
Education
Rensselaer Polytechnic Institute 1986 — 1989
Bachelor of Science, Computer Science
David Vestal's Boston Financial Data Services Experience September 2014 - Present
Job Investment Processor at Boston Financial Data Services
Industry Investment Management
Experience
Boston Financial Data Services September 2014 - Present
jcpenney September 2013 - Present
Saint Joseph School District 2011 - 2013
Ryan's Steakhouse June 2009 - May 2011
Education
The University of Kansas 2012 — 2016
Bachelor's degree, Electrical and Electronics Engineering
Northwest Missouri State University 2008 — 2012
N/A, General Studies
Boston Financial Data Services September 2014 - Present
jcpenney September 2013 - Present
Saint Joseph School District 2011 - 2013
Ryan's Steakhouse June 2009 - May 2011
Education
The University of Kansas 2012 — 2016
Bachelor's degree, Electrical and Electronics Engineering
Northwest Missouri State University 2008 — 2012
N/A, General Studies
Jason Isle's Boston Financial Data Services Experience January 2008 - Present
Job Lead Mutual Fund Representative at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services January 2008 - Present
Skills
Customer Service, Team Leadership, Training, Problem Analysis, Process Improvement, Asset Management
Education
University of Missouri-Kansas City 2002 — 2004
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Ottawa University-Kansas City 1998 — 2001
Bachelor of Business Administration (BBA)
Boston Financial Data Services January 2008 - Present
Skills
Customer Service, Team Leadership, Training, Problem Analysis, Process Improvement, Asset Management
Education
University of Missouri-Kansas City 2002 — 2004
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Ottawa University-Kansas City 1998 — 2001
Bachelor of Business Administration (BBA)
Christine McAuliffe's Boston Financial Data Services Experience
Job Customer Support Representarive at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services
Skills
Customer Service
Education
Plymouth State University
Boston Financial Data Services
Skills
Customer Service
Education
Plymouth State University