Boston Financial Data Services
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Boston Financial Data Services Employees
Employee
Years
Job
Industry
David Voorhees, MM/HR SHRM-SCP David Voorhees, MM/HR SHRM-SCP's Boston Financial Data Services Experience June 2013 - December 2014
Job Vice President of Human Resources | Talent Management Leader | I use strategic HR to help companies thrive & grow
Industry Real Estate
Experience
Nolan Real Estate Services December 2014 - Present
Boston Financial Data Services June 2013 - December 2014
Brown Mackie College April 2013 - June 2013
University of Phoenix 2004 - 2013
University of Phoenix 2004 - 2006
Wells Fargo August 2004 - December 2004
Skills
Training, Talent Management, Leadership Development, Organizational..., Human Resources, Onboarding, Leadership, Interviews, Business Strategy, Management, Emotional Intelligence, Admissions, Succession Planning, Employee Engagement, Performance Management, Project Management, Strategy, Healthcare Management, Team Leadership, Recruiting, Employee Relations, Career Development, Human Resource..., Employee Benefits, Training Delivery, Employee Training, Staff Development, New Hire Orientations, Information Technology, Competency Management, Content Development, Personnel Management, Business Analysis, Organizational..., Personal Branding, Training and Development, Salesforce.com, Change Management, College Recruiting, Hiring, Workforce Planning, Career Counseling, Sales Management..., Matrix Management, HRIS, Benefits Administration, Conflict Resolution, Organizational Design, Executive Coaching, Talent Acquisition
Education
University of Phoenix 2013 — 2014
Graduate Certificate in Human Resource Management, Human Resources Development
University of Phoenix
Master of Management, Human Resources Management
University of Phoenix
Bachelor of Science (BS), Management
University of Kansas
Coursework completed toward B.S., Information Technology, Psychology
Nolan Real Estate Services December 2014 - Present
Boston Financial Data Services June 2013 - December 2014
Brown Mackie College April 2013 - June 2013
University of Phoenix 2004 - 2013
University of Phoenix 2004 - 2006
Wells Fargo August 2004 - December 2004
Skills
Training, Talent Management, Leadership Development, Organizational..., Human Resources, Onboarding, Leadership, Interviews, Business Strategy, Management, Emotional Intelligence, Admissions, Succession Planning, Employee Engagement, Performance Management, Project Management, Strategy, Healthcare Management, Team Leadership, Recruiting, Employee Relations, Career Development, Human Resource..., Employee Benefits, Training Delivery, Employee Training, Staff Development, New Hire Orientations, Information Technology, Competency Management, Content Development, Personnel Management, Business Analysis, Organizational..., Personal Branding, Training and Development, Salesforce.com, Change Management, College Recruiting, Hiring, Workforce Planning, Career Counseling, Sales Management..., Matrix Management, HRIS, Benefits Administration, Conflict Resolution, Organizational Design, Executive Coaching, Talent Acquisition
Education
University of Phoenix 2013 — 2014
Graduate Certificate in Human Resource Management, Human Resources Development
University of Phoenix
Master of Management, Human Resources Management
University of Phoenix
Bachelor of Science (BS), Management
University of Kansas
Coursework completed toward B.S., Information Technology, Psychology
Balaji Bhaskar's Boston Financial Data Services Experience July 2011 - October 2011
Job Product Manager at Microsoft
Industry Computer Software
Experience
Microsoft November 2014 - Present
Microsoft August 2013 - October 2014
University of Kansas January 2013 - May 2013
The University of Kansas August 2012 - May 2013
Microsoft May 2012 - August 2012
DST Systems July 2011 - October 2011
Boston Financial Data Services July 2011 - October 2011
University of Kansas March 2010 - August 2010
Skills
C++, Product Management, C#, Python, Data Mining, Product Design, Object Oriented Design, Objective-C, Business Intelligence, iOS development, Java, Customer Interaction, Unix, Testing, SaaS, SQL, Algorithms, Simulations, XAML, Software Design, HTML, Visual Studio, XML, C, Microsoft Office, Programming, OOP, Scrum, .NET, Eclipse, Microsoft SQL Server, Agile Methodologies
Education
University of Kansas 2009 — 2013
Bachelors, Computer Science (Honors)
Loyola School Jamshedpur 1995 — 2009
Microsoft November 2014 - Present
Microsoft August 2013 - October 2014
University of Kansas January 2013 - May 2013
The University of Kansas August 2012 - May 2013
Microsoft May 2012 - August 2012
DST Systems July 2011 - October 2011
Boston Financial Data Services July 2011 - October 2011
University of Kansas March 2010 - August 2010
Skills
C++, Product Management, C#, Python, Data Mining, Product Design, Object Oriented Design, Objective-C, Business Intelligence, iOS development, Java, Customer Interaction, Unix, Testing, SaaS, SQL, Algorithms, Simulations, XAML, Software Design, HTML, Visual Studio, XML, C, Microsoft Office, Programming, OOP, Scrum, .NET, Eclipse, Microsoft SQL Server, Agile Methodologies
Education
University of Kansas 2009 — 2013
Bachelors, Computer Science (Honors)
Loyola School Jamshedpur 1995 — 2009
Shelly Myers's Boston Financial Data Services Experience 2000 - 2014
Job Sales and Leasing Consultant
Industry Automotive
Experience
Crown Toyota/Scion/Volkswagen of Lawrence July 2014 - Present
Boston Financial Data Services 2000 - 2014
Sallie Mae January 1996 - December 2000
Skills
Staff Development, Leadership Development, Workforce Planning, Problem Solving, Coaching, Quality Assurance, Collaboration, Transition Planning, Hiring, Interviewing Skills, Microsoft Office, Management, Operations Management, Team Leadership, Process Improvement, Analysis, Strategic Planning
Education
The University of Kansas 1982 — 1987
Bachelor's degree, Business Administration and Management, General
Crown Toyota/Scion/Volkswagen of Lawrence July 2014 - Present
Boston Financial Data Services 2000 - 2014
Sallie Mae January 1996 - December 2000
Skills
Staff Development, Leadership Development, Workforce Planning, Problem Solving, Coaching, Quality Assurance, Collaboration, Transition Planning, Hiring, Interviewing Skills, Microsoft Office, Management, Operations Management, Team Leadership, Process Improvement, Analysis, Strategic Planning
Education
The University of Kansas 1982 — 1987
Bachelor's degree, Business Administration and Management, General
Alex Tucker Cox's Boston Financial Data Services Experience June 2010 - October 2013
Job Account Manager at Red Nova Labs
Industry Marketing and Advertising
Experience
Red Nova Labs June 2014 - Present
Red Nova Labs November 2013 - Present
Boston Financial Data Services June 2010 - October 2013
Skills
Microsoft Excel, Microsoft Office, Illustrator, Time Management, Leadership, Social Networking, Entrepreneurship, PowerPoint, Social Media, InDesign, Customer Service, Sales, Event Planning, Microsoft Word, Marketing, Start-ups, Social Media Marketing, Spanish, Investments, Marketing Strategy, Cold Calling, Start-up Ventures, Software Implementation, Account Management, Quality Assurance, SEO, SEM
Education
University of Kansas 2007 — 2012
BA, Liberal Arts & Sciences
Red Nova Labs June 2014 - Present
Red Nova Labs November 2013 - Present
Boston Financial Data Services June 2010 - October 2013
Skills
Microsoft Excel, Microsoft Office, Illustrator, Time Management, Leadership, Social Networking, Entrepreneurship, PowerPoint, Social Media, InDesign, Customer Service, Sales, Event Planning, Microsoft Word, Marketing, Start-ups, Social Media Marketing, Spanish, Investments, Marketing Strategy, Cold Calling, Start-up Ventures, Software Implementation, Account Management, Quality Assurance, SEO, SEM
Education
University of Kansas 2007 — 2012
BA, Liberal Arts & Sciences
William Veillette's Boston Financial Data Services Experience September 2009 - November 2012
Job Tyler Technologies Summer Internship
Industry Computer Software
Experience
Tyler Technologies May 2015 - Present
Dirigo Design & Development, Inc. May 2014 - May 2015
Boston Financial Data Services September 2009 - November 2012
Taction June 2007 - September 2009
Skills
Management, Customer Service, Computer Hardware, Computer Repair, Sales, Customer Acquisition, Microsoft Office, Computer Science, Sales Management, Hiker, Writing, Virtualization, Networking, Access, Technical Support, Servers, System Administration, Hardware, Active Directory, Storage, Database Administration, Troubleshooting, Software Documentation, Microsoft SQL Server
Education
Southern Maine Community College 2013 — 2015
Computer Technology, Computer Software Engineering, Freshman
Tyler Technologies May 2015 - Present
Dirigo Design & Development, Inc. May 2014 - May 2015
Boston Financial Data Services September 2009 - November 2012
Taction June 2007 - September 2009
Skills
Management, Customer Service, Computer Hardware, Computer Repair, Sales, Customer Acquisition, Microsoft Office, Computer Science, Sales Management, Hiker, Writing, Virtualization, Networking, Access, Technical Support, Servers, System Administration, Hardware, Active Directory, Storage, Database Administration, Troubleshooting, Software Documentation, Microsoft SQL Server
Education
Southern Maine Community College 2013 — 2015
Computer Technology, Computer Software Engineering, Freshman
Spencer Monaco's Boston Financial Data Services Experience June 2010 - September 2010
Job Southwest Territory Marketing Manager at United Access
Industry Automotive
Experience
United Access May 2015 - Present
Evolve Adaptive Marketing, LLC June 2012 - May 2015
Evolve Adaptive Marketing, LLC January 2011 - June 2012
Boston Financial Data Services June 2010 - September 2010
J.Crew 2008 - 2009
Toner Jewelry 2005 - 2008
Skills
Marketing, Marketing Communications, Social Media, Strategic Communications, Sales, Public Speaking, Strategic Thinking, Leadership, Digital Marketing, Project Management, Communication, Writing, Customer Service, Event Planning, Social Media..., Social Marketing, Management, Online Marketing, Community Development, Leadership Development, Internal Communications, Team Leadership, Multi-channel Marketing, Research, Volunteer Management, Communication Skills, Marketing Strategy, Experiential Events, Integrated Marketing, Self-driven, Team-oriented, Team-focused, Creative Problem Solving, Corporate Communications, Twitter, Strategy, Social Media Marketing, Social Media Strategist, Marketing Management, Event Based Marketing, New Business Development, Business Development
Education
University of Kansas 2007 — 2012
Bachelor of Arts (B.A.), Communications
Blue Valley North Senior High School 2003 — 2007
High School Diploma
United Access May 2015 - Present
Evolve Adaptive Marketing, LLC June 2012 - May 2015
Evolve Adaptive Marketing, LLC January 2011 - June 2012
Boston Financial Data Services June 2010 - September 2010
J.Crew 2008 - 2009
Toner Jewelry 2005 - 2008
Skills
Marketing, Marketing Communications, Social Media, Strategic Communications, Sales, Public Speaking, Strategic Thinking, Leadership, Digital Marketing, Project Management, Communication, Writing, Customer Service, Event Planning, Social Media..., Social Marketing, Management, Online Marketing, Community Development, Leadership Development, Internal Communications, Team Leadership, Multi-channel Marketing, Research, Volunteer Management, Communication Skills, Marketing Strategy, Experiential Events, Integrated Marketing, Self-driven, Team-oriented, Team-focused, Creative Problem Solving, Corporate Communications, Twitter, Strategy, Social Media Marketing, Social Media Strategist, Marketing Management, Event Based Marketing, New Business Development, Business Development
Education
University of Kansas 2007 — 2012
Bachelor of Arts (B.A.), Communications
Blue Valley North Senior High School 2003 — 2007
High School Diploma
Abbey Estrada's Boston Financial Data Services Experience September 2010 - April 2014
Job Assurance Associate at PwC
Industry Accounting
Experience
PwC September 2014 - Present
Past and Presents December 2007 - September 2014
Boston Financial Data Services September 2010 - April 2014
PwC June 2013 - August 2013
PwC June 2012 - August 2012
Skills
Mutual Funds, Financial Accounting, Financial Reporting, Accounting
Education
University of Kansas 2013 — 2014
Masters of Accounting
University of Kansas 2009 — 2013
Bachelor of Science (BS), Accounting
PwC September 2014 - Present
Past and Presents December 2007 - September 2014
Boston Financial Data Services September 2010 - April 2014
PwC June 2013 - August 2013
PwC June 2012 - August 2012
Skills
Mutual Funds, Financial Accounting, Financial Reporting, Accounting
Education
University of Kansas 2013 — 2014
Masters of Accounting
University of Kansas 2009 — 2013
Bachelor of Science (BS), Accounting
Rex A. Redlingshafer, Jr. Rex A. Redlingshafer, Jr.'s Boston Financial Data Services Experience July 2010 - June 2011
Job Associate at Lathrop & Gage LLP
Industry Legal Services
Experience
Lathrop & Gage LLP October 2015 - Present
University of Notre Dame January 2015 - May 2015
Lathrop & Gage LLP May 2013 - July 2013
Lathrop & Gage LLP May 2012 - July 2012
Stanton & Redlingshafer, LLC. May 2011 - August 2011
Boston Financial Data Services July 2010 - June 2011
College Works Painting February 2009 - October 2009
Fairway Lawns January 2006 - October 2008
Skills
PowerPoint, Microsoft Office, Financial Analysis, Social Media, Microsoft Excel, Public Speaking, Microsoft Word, Securities, Management, Courts, Mergers, Legal Writing, Legal Research, Leadership, Contract Negotiation, Risk Management, Strategic Planning, Finance, Negotiation, Accounting, Financial Modeling, Economics, Hearings, Mutual Funds
Education
University of Notre Dame - Mendoza College of Business
Master of Business Administration (MBA), Corporate Finnce and Investments
Vanderbilt University Law School
Doctor of Law (J.D.), Law
University of Kansas
Finance, Finance, General
Rockhurst High School
Lathrop & Gage LLP October 2015 - Present
University of Notre Dame January 2015 - May 2015
Lathrop & Gage LLP May 2013 - July 2013
Lathrop & Gage LLP May 2012 - July 2012
Stanton & Redlingshafer, LLC. May 2011 - August 2011
Boston Financial Data Services July 2010 - June 2011
College Works Painting February 2009 - October 2009
Fairway Lawns January 2006 - October 2008
Skills
PowerPoint, Microsoft Office, Financial Analysis, Social Media, Microsoft Excel, Public Speaking, Microsoft Word, Securities, Management, Courts, Mergers, Legal Writing, Legal Research, Leadership, Contract Negotiation, Risk Management, Strategic Planning, Finance, Negotiation, Accounting, Financial Modeling, Economics, Hearings, Mutual Funds
Education
University of Notre Dame - Mendoza College of Business
Master of Business Administration (MBA), Corporate Finnce and Investments
Vanderbilt University Law School
Doctor of Law (J.D.), Law
University of Kansas
Finance, Finance, General
Rockhurst High School
Christopher Burnham, PMP Christopher Burnham, PMP's Boston Financial Data Services Experience April 1996 - November 1997
Job Project Manager
Industry Hospital & Health Care
Experience
GE Healthcare May 2013 - Present
Proctor Construction / Collier Crawford, LLC. August 2002 - November 2012
MCM USA, Inc. August 2001 - August 2002
Self employed - Builder November 2000 - August 2001
Boston Financial Data Services April 1996 - November 1997
Skills
Project Management, Revenue Cycle Management, Conflict Resolution, Budget Process, Project Estimation, Process Improvement, Team Building, Strategic Planning, Job Scheduling, Change Integration, Quality Control, Quality Assurance, Risk Management, Stakeholder Management, Cost Management, Leadership, Primavera P6, Prolog, Suretrack, Bluebeam, MS Project, Starbuilder, SharePoint, Fortran, SQL, Citrix, Process Scheduler, CRM, Contract Management, Microsoft Project
Education
Syracuse University
GE Healthcare May 2013 - Present
Proctor Construction / Collier Crawford, LLC. August 2002 - November 2012
MCM USA, Inc. August 2001 - August 2002
Self employed - Builder November 2000 - August 2001
Boston Financial Data Services April 1996 - November 1997
Skills
Project Management, Revenue Cycle Management, Conflict Resolution, Budget Process, Project Estimation, Process Improvement, Team Building, Strategic Planning, Job Scheduling, Change Integration, Quality Control, Quality Assurance, Risk Management, Stakeholder Management, Cost Management, Leadership, Primavera P6, Prolog, Suretrack, Bluebeam, MS Project, Starbuilder, SharePoint, Fortran, SQL, Citrix, Process Scheduler, CRM, Contract Management, Microsoft Project
Education
Syracuse University
Alioune Kane's Boston Financial Data Services Experience September 2007 - December 2007
Job General Accountant at Faultless Starch/Bon Ami Co.
Industry
Experience
Faultless Starch/Bon Ami Co. April 2013 - Present
Coverall Health-Based Cleaning System February 2005 - Present
Boston Financial Data Services September 2007 - December 2007
The University of Kansas February 2002 - May 2004
Skills
Cleaning Franchise Owner, Mutual Funds..., Financial Analysis, Investments, Leadership, New Business Development, Management, Entrepreneurship, Financial Modeling, Marketing, Strategic Planning, Market Research, Marketing Strategy, Business Development, Management Consulting, Budgets, Sales, Microsoft Office
Education
University of Kansas 2010 — 2012
Master of Business Administration (M.B.A.), Finance and International Business
The University of Kansas 2002 — 2006
Bachelor of Science (B.S.), Accounting and Finance
Faultless Starch/Bon Ami Co. April 2013 - Present
Coverall Health-Based Cleaning System February 2005 - Present
Boston Financial Data Services September 2007 - December 2007
The University of Kansas February 2002 - May 2004
Skills
Cleaning Franchise Owner, Mutual Funds..., Financial Analysis, Investments, Leadership, New Business Development, Management, Entrepreneurship, Financial Modeling, Marketing, Strategic Planning, Market Research, Marketing Strategy, Business Development, Management Consulting, Budgets, Sales, Microsoft Office
Education
University of Kansas 2010 — 2012
Master of Business Administration (M.B.A.), Finance and International Business
The University of Kansas 2002 — 2006
Bachelor of Science (B.S.), Accounting and Finance
Alex Navran's Boston Financial Data Services Experience May 2012 - February 2014
Job AIS Tax Administrator at State Street
Industry Financial Services
Experience
State Street February 2014 - Present
Boston Financial Data Services May 2012 - February 2014
Delta Sigma Pi January 2012 - December 2013
Hen House Market January 2005 - January 2012
Delta Sigma Pi May 2011 - December 2011
Skills
Leadership, Team Leadership, Customer Service, 529 Plans, Microsoft Excel, Microsoft Office, Social Skills, People Skills, Cashiering, Public Speaking, Entrepreneurship, Budgets, Life & Health Insurance...
Education
University of Kansas 2009 — 2013
Bachelor of Science (B.S.), Finance
State Street February 2014 - Present
Boston Financial Data Services May 2012 - February 2014
Delta Sigma Pi January 2012 - December 2013
Hen House Market January 2005 - January 2012
Delta Sigma Pi May 2011 - December 2011
Skills
Leadership, Team Leadership, Customer Service, 529 Plans, Microsoft Excel, Microsoft Office, Social Skills, People Skills, Cashiering, Public Speaking, Entrepreneurship, Budgets, Life & Health Insurance...
Education
University of Kansas 2009 — 2013
Bachelor of Science (B.S.), Finance
Andrew Bruns, AAMS®'s Boston Financial Data Services Experience May 2006 - September 2007
Job Internal Wholesaler at American Century Investments
Industry Financial Services
Experience
American Century Investments November 2011 - Present
American Century Investments October 2007 - October 2011
Boston Financial Data Services May 2006 - September 2007
Goldman Sachs May 2006 - September 2007
Skills
Series 6, Series 63, AAMS, Salesforce.com, Sales, Direct Sales, Finance, Sales Presentations, Travel Management, Professional..., Fusion, Asset Management, Investments, Customer Service, Marketing, Business Strategy, Process Improvement, Financial Analysis, Business Analysis, Leadership, Public Speaking
Education
The University of Kansas 2003 — 2006
Bachelor's degree, Sociology & History double major
American Century Investments November 2011 - Present
American Century Investments October 2007 - October 2011
Boston Financial Data Services May 2006 - September 2007
Goldman Sachs May 2006 - September 2007
Skills
Series 6, Series 63, AAMS, Salesforce.com, Sales, Direct Sales, Finance, Sales Presentations, Travel Management, Professional..., Fusion, Asset Management, Investments, Customer Service, Marketing, Business Strategy, Process Improvement, Financial Analysis, Business Analysis, Leadership, Public Speaking
Education
The University of Kansas 2003 — 2006
Bachelor's degree, Sociology & History double major
Aaron Whitesell's Boston Financial Data Services Experience February 2010 - May 2010
Job Senior Financial Analyst at Geospatial Solutions
Industry Defense & Space
Experience
Textron Systems Geospatial Solutions January 2015 - Present
Textron Marine and Land Systems July 2013 - January 2015
Textron July 2012 - July 2013
Textron June 2011 - July 2012
Firestone May 2010 - August 2010
Boston Financial Data Services February 2010 - May 2010
Sycamore Ridge Golf Course April 2006 - August 2009
Skills
Excel, VBA, Word, Microsoft Excel, Microsoft Word, Forecasting, Finance, PowerPoint, Management, Analysis, Cross-functional Team..., Leadership, Financial Analysis, Process Improvement, Data Analysis, Budgets, Accounting, Access
Education
The University of Kansas 2008 — 2011
Bachelor of Science in Business, Finance, Business Administration, 3.7
Textron Systems Geospatial Solutions January 2015 - Present
Textron Marine and Land Systems July 2013 - January 2015
Textron July 2012 - July 2013
Textron June 2011 - July 2012
Firestone May 2010 - August 2010
Boston Financial Data Services February 2010 - May 2010
Sycamore Ridge Golf Course April 2006 - August 2009
Skills
Excel, VBA, Word, Microsoft Excel, Microsoft Word, Forecasting, Finance, PowerPoint, Management, Analysis, Cross-functional Team..., Leadership, Financial Analysis, Process Improvement, Data Analysis, Budgets, Accounting, Access
Education
The University of Kansas 2008 — 2011
Bachelor of Science in Business, Finance, Business Administration, 3.7
Carrie Lincoln (Butruccio) Carrie Lincoln (Butruccio)'s Boston Financial Data Services Experience 1993 - 2002
Job Fitness Life Coach; Custom Party Cake Designer
Industry Food & Beverages
Experience
Best You Fitness; http://www.carrielincoln.com June 2010 - Present
Carrie's SWEET Cakes October 2009 - Present
Self Employed April 2008 - October 2011
evergreen investments June 2006 - October 2009
Boston Financial Data Services 1993 - 2002
Skills
Microsoft Word
Education
Suffolk University 1991 — 1994
Quincy High
Best You Fitness; http://www.carrielincoln.com June 2010 - Present
Carrie's SWEET Cakes October 2009 - Present
Self Employed April 2008 - October 2011
evergreen investments June 2006 - October 2009
Boston Financial Data Services 1993 - 2002
Skills
Microsoft Word
Education
Suffolk University 1991 — 1994
Quincy High
Adeyemi Ojo's Boston Financial Data Services Experience September 2013 - June 2015
Job Technical Solution Analyst at Cerner Corporation
Industry Hospital & Health Care
Experience
Cerner Corporation June 2015 - Present
Boston Financial Data Services September 2013 - June 2015
KU Student Involvement and Leadership Center (SILC) August 2012 - May 2013
Skills
Visual Studio, Microsoft Project, Microsoft Office, Mutual Funds
Education
The University of Kansas 2010 — 2015
Bachelor of Science (B.S.), Information Systems
Cerner Corporation June 2015 - Present
Boston Financial Data Services September 2013 - June 2015
KU Student Involvement and Leadership Center (SILC) August 2012 - May 2013
Skills
Visual Studio, Microsoft Project, Microsoft Office, Mutual Funds
Education
The University of Kansas 2010 — 2015
Bachelor of Science (B.S.), Information Systems
Kaitlin Roache Kaitlin Roache's Boston Financial Data Services Experience October 2013 - Present
Job Project Manager at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services October 2013 - Present
Boston Financial Data Services January 2011 - October 2013
Boston Financial Data Services October 2007 - January 2011
Boston Financial Data Services April 2007 - October 2007
Skills
Financial Analysis, Building Relationships, Financial Services, Process Improvement, Project Management, Business Analysis, Risk Management, Vendor Management, Mutual Funds, Microsoft Excel, PowerPoint, Program Management, Requirements Gathering, Team Leadership
Education
Southern New Hampshire University 2012 — 2016
Master of Business Administration (M.B.A.), Project Management
SUNY Stony Brook 2001 — 2005
Bachelor of Arts (B.A.), Anthropology
Boston Financial Data Services October 2013 - Present
Boston Financial Data Services January 2011 - October 2013
Boston Financial Data Services October 2007 - January 2011
Boston Financial Data Services April 2007 - October 2007
Skills
Financial Analysis, Building Relationships, Financial Services, Process Improvement, Project Management, Business Analysis, Risk Management, Vendor Management, Mutual Funds, Microsoft Excel, PowerPoint, Program Management, Requirements Gathering, Team Leadership
Education
Southern New Hampshire University 2012 — 2016
Master of Business Administration (M.B.A.), Project Management
SUNY Stony Brook 2001 — 2005
Bachelor of Arts (B.A.), Anthropology
Brett Grossman's Boston Financial Data Services Experience August 2014 - November 2014
Job Finance Treasury Intern at Lowe's Companies, Inc.
Industry Financial Services
Experience
Alpha Epsilon Pi December 2013 - Present
Lowe's Companies, Inc. May 2015 - August 2015
Boston Financial Data Services August 2014 - November 2014
University of Kansas Athletics January 2013 - July 2014
Best Buy October 2010 - August 2012
Skills
Visual Merchandising, Customer Service, Leadership, Sales, Management, Coaching, Video, Retail Sales, Store Management, Loss Prevention, Marketing, Merchandising, PowerPoint, Event Planning, Microsoft Word, Team Leadership, Profit, Public Speaking, Social Media, Microsoft Office
Education
University of Kansas 2012 — 2016
Bachelor of Science (B.S.), Finance
Chaparral High School
Alpha Epsilon Pi December 2013 - Present
Lowe's Companies, Inc. May 2015 - August 2015
Boston Financial Data Services August 2014 - November 2014
University of Kansas Athletics January 2013 - July 2014
Best Buy October 2010 - August 2012
Skills
Visual Merchandising, Customer Service, Leadership, Sales, Management, Coaching, Video, Retail Sales, Store Management, Loss Prevention, Marketing, Merchandising, PowerPoint, Event Planning, Microsoft Word, Team Leadership, Profit, Public Speaking, Social Media, Microsoft Office
Education
University of Kansas 2012 — 2016
Bachelor of Science (B.S.), Finance
Chaparral High School
Sharon Flynn Sharon Flynn's Boston Financial Data Services Experience January 2011 - Present
Job Audit Director at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services January 2011 - Present
Boston Financial Data Services July 2003 - December 2010
Skills
Auditing, Internal Audit, Internal Controls, Financial Services, Enterprise Risk..., Risk Management, Mutual Funds, IT Audit
Education
Stonehill College
Bachelor of Arts, Economics, International Studies
Boston Financial Data Services January 2011 - Present
Boston Financial Data Services July 2003 - December 2010
Skills
Auditing, Internal Audit, Internal Controls, Financial Services, Enterprise Risk..., Risk Management, Mutual Funds, IT Audit
Education
Stonehill College
Bachelor of Arts, Economics, International Studies
Tony Losordo Tony Losordo's Boston Financial Data Services Experience March 1994 - August 1995
Job Client Services Manager at Universal Wilde
Industry Marketing and Advertising
Experience
Universal Wilde March 2014 - Present
DST Customer Communication March 2012 - November 2013
The Colbent Corporation August 1995 - September 2010
Boston Financial Data Services March 1994 - August 1995
Skills
Customer Relationship..., Fulfillment Services, Direct Mail, Digital Print, Print Mail, Contract Negotiation, Cross Selling, Transaction Processing, Project Management, Negotiation, Strategic Planning, Account Management, Budgets, Management, Change Management, Process Improvement, Financial Services, Investments, Equities, Risk Management, CRM, Business Development, Marketing Strategy, Relationship Management, Salesforce.com
Education
Suffolk University
BSBA, Business Management
Xaverian Brothers High School 1982 — 1986
Universal Wilde March 2014 - Present
DST Customer Communication March 2012 - November 2013
The Colbent Corporation August 1995 - September 2010
Boston Financial Data Services March 1994 - August 1995
Skills
Customer Relationship..., Fulfillment Services, Direct Mail, Digital Print, Print Mail, Contract Negotiation, Cross Selling, Transaction Processing, Project Management, Negotiation, Strategic Planning, Account Management, Budgets, Management, Change Management, Process Improvement, Financial Services, Investments, Equities, Risk Management, CRM, Business Development, Marketing Strategy, Relationship Management, Salesforce.com
Education
Suffolk University
BSBA, Business Management
Xaverian Brothers High School 1982 — 1986
Bret Imgrund's Boston Financial Data Services Experience August 2010 - January 2011
Job Senior MF/Corporate Securities Control Liaison at DST Systems
Industry Financial Services
Experience
DST Systems July 2013 - Present
DST Systems May 2012 - Present
RSA The Security Division of EMC April 2012 - May 2012
Centriq Training January 2012 - April 2012
Harte-Hanks, Inc. September 2011 - January 2012
Northwestern Mutual December 2010 - August 2011
Boston Financial Data Services August 2010 - January 2011
Health Care Access Clinic August 2010 - December 2010
Skills
Customer Service, Leadership, Sales, Microsoft Excel, Microsoft Office, PowerPoint, Outlook, Microsoft Word, Marketing, Management, Social Media, Public Speaking, Networking, Project Management, Time Management
Education
University of Kansas 2006 — 2010
Exercise Science, Health, Sport, and Exercise Science
University of Kansas 2006 — 2010
Bachelor of Science, Exercise Science
Shawnee Mission Northwest 2002 — 2006
DST Systems July 2013 - Present
DST Systems May 2012 - Present
RSA The Security Division of EMC April 2012 - May 2012
Centriq Training January 2012 - April 2012
Harte-Hanks, Inc. September 2011 - January 2012
Northwestern Mutual December 2010 - August 2011
Boston Financial Data Services August 2010 - January 2011
Health Care Access Clinic August 2010 - December 2010
Skills
Customer Service, Leadership, Sales, Microsoft Excel, Microsoft Office, PowerPoint, Outlook, Microsoft Word, Marketing, Management, Social Media, Public Speaking, Networking, Project Management, Time Management
Education
University of Kansas 2006 — 2010
Exercise Science, Health, Sport, and Exercise Science
University of Kansas 2006 — 2010
Bachelor of Science, Exercise Science
Shawnee Mission Northwest 2002 — 2006
Scott Donnelly Scott Donnelly's Boston Financial Data Services Experience November 1992 - September 1993
Job Deputy Head of Permanent Control North America at BNP Paribas Investment Partners
Industry Financial Services
Experience
BNP Paribas Investment Partners November 2013 - Present
BNP Paribas December 2011 - November 2013
FundQuest May 2005 - December 2011
U.S. Wealth Management October 2000 - May 2005
Fidelity Investments May 1998 - October 2000
Natixis September 1993 - April 1998
Boston Financial Data Services November 1992 - September 1993
Skills
Mutual Funds, Securities, Series 7, Equities, Wealth Management, Series 63, Derivatives, Compliance, Asset Management, Alternative Investments, Hedge Funds, Investment Advisory, Fixed Income, ETFs, Asset Allocation, FINRA, Financial Services, Investment Management, Investments, Series 24, Bloomberg
Education
Stonehill College 1988 — 1992
BA, Political Science / Criminal Justice
BNP Paribas Investment Partners November 2013 - Present
BNP Paribas December 2011 - November 2013
FundQuest May 2005 - December 2011
U.S. Wealth Management October 2000 - May 2005
Fidelity Investments May 1998 - October 2000
Natixis September 1993 - April 1998
Boston Financial Data Services November 1992 - September 1993
Skills
Mutual Funds, Securities, Series 7, Equities, Wealth Management, Series 63, Derivatives, Compliance, Asset Management, Alternative Investments, Hedge Funds, Investment Advisory, Fixed Income, ETFs, Asset Allocation, FINRA, Financial Services, Investment Management, Investments, Series 24, Bloomberg
Education
Stonehill College 1988 — 1992
BA, Political Science / Criminal Justice
Charlotte Offsay Charlotte Offsay's Boston Financial Data Services Experience June 2008 - July 2009
Job Institutional Client Service Specialist
Industry Financial Services
Experience
Capital Group February 2012 - July 2014
Jackson National Life January 2012 - February 2012
Jackson National Life October 2009 - December 2011
Boston Financial Data Services June 2008 - July 2009
Newell Rubbermaid Mimio Division August 2007 - May 2008
e-Dialog May 2007 - August 2007
Skills
Finance
Education
Simmons College 2004 — 2008
Bachelor of Arts
Capital Group February 2012 - July 2014
Jackson National Life January 2012 - February 2012
Jackson National Life October 2009 - December 2011
Boston Financial Data Services June 2008 - July 2009
Newell Rubbermaid Mimio Division August 2007 - May 2008
e-Dialog May 2007 - August 2007
Skills
Finance
Education
Simmons College 2004 — 2008
Bachelor of Arts
Lisamarie Manning's Boston Financial Data Services Experience June 1984 - April 1987
Job Writer Advertising/Corporate Communications/Marketing
Industry Financial Services
Experience
LS Manning Company October 1994 - Present
Putnam Investments September 1991 - October 1994
HMK Advertising Inc. May 1990 - April 1991
The Flatley Company April 1987 - April 1990
Boston Financial Data Services June 1984 - April 1987
Skills
Copywriting, Marketing, Advertising, Newsletters, Writing
Education
The Graduate School at Salem State University 2011 — 2016
pursuing Master of Education in Special Education
Stonehill College
Bachelor of Arts
LS Manning Company October 1994 - Present
Putnam Investments September 1991 - October 1994
HMK Advertising Inc. May 1990 - April 1991
The Flatley Company April 1987 - April 1990
Boston Financial Data Services June 1984 - April 1987
Skills
Copywriting, Marketing, Advertising, Newsletters, Writing
Education
The Graduate School at Salem State University 2011 — 2016
pursuing Master of Education in Special Education
Stonehill College
Bachelor of Arts
Kristin Ferguson Kristin Ferguson's Boston Financial Data Services Experience December 2012 - Present
Job Social Media Community Manager at Boston Financial Data Services
Industry Marketing and Advertising
Experience
Boston Financial Data Services December 2012 - Present
Edvisors September 2009 - November 2012
WIN Interactive February 2009 - September 2009
George P. Johnson September 2008 - November 2008
George P. Johnson January 2008 - August 2008
Stonehill College Residence Life 2006 - 2008
Stonehill College Conference and Events Services 2006 - 2007
Skills
Social Media Marketing, Social Media, Facebook, Online Marketing, Event Planning, Content Marketing, Press Releases, Marketing, Community Management, Public Relations, Media Relations, Public Speaking, Corporate Communications, Management, Content Strategy, Newsletters, Enterprise Social..., SharePoint
Education
Stonehill College 2004 — 2008
Bachelor of Arts (BA), Marketing and Communications
Boston Financial Data Services December 2012 - Present
Edvisors September 2009 - November 2012
WIN Interactive February 2009 - September 2009
George P. Johnson September 2008 - November 2008
George P. Johnson January 2008 - August 2008
Stonehill College Residence Life 2006 - 2008
Stonehill College Conference and Events Services 2006 - 2007
Skills
Social Media Marketing, Social Media, Facebook, Online Marketing, Event Planning, Content Marketing, Press Releases, Marketing, Community Management, Public Relations, Media Relations, Public Speaking, Corporate Communications, Management, Content Strategy, Newsletters, Enterprise Social..., SharePoint
Education
Stonehill College 2004 — 2008
Bachelor of Arts (BA), Marketing and Communications
Christopher Hempel's Boston Financial Data Services Experience October 2010 - May 2012
Job Product Management at ISN Software Corporation
Industry Information Services
Experience
ISN Software Corporation January 2015 - Present
ISN Software Corporation March 2013 - January 2015
ISN Software Corporation June 2012 - March 2013
Boston Financial Data Services October 2010 - May 2012
DST Systems June 2011 - July 2011
Education
University of Kansas 2009 — 2012
Bachelor of Science in Business
ISN Software Corporation January 2015 - Present
ISN Software Corporation March 2013 - January 2015
ISN Software Corporation June 2012 - March 2013
Boston Financial Data Services October 2010 - May 2012
DST Systems June 2011 - July 2011
Education
University of Kansas 2009 — 2012
Bachelor of Science in Business
Brian Matteson, CPA Brian Matteson, CPA's Boston Financial Data Services Experience November 2009 - May 2011
Job Consultant at Navigant
Industry Financial Services
Experience
Navigant July 2015 - Present
KPMG US July 2014 - June 2015
KPMG US August 2012 - July 2014
University of Notre Dame August 2011 - May 2012
KPMG June 2011 - August 2011
Boston Financial Data Services November 2009 - May 2011
Delta Upsilon Fraternity- Kansas Chapter October 2009 - December 2010
University of Kansas August 2010 - August 2010
Skills
Finance, Financial Reporting, Budgets, Auditing, Leadership, Accounting, Managerial Finance, Internal Controls, US GAAP, GAAP, Sarbanes-Oxley Act, Financial Accounting, Financial Analysis, Financial Modeling, International Business..., Microsoft Excel, CPA
Education
University of Notre Dame - Mendoza College of Business 2011 — 2012
M.S., Accountancy
University of Kansas 2007 — 2011
B.S., Accounting, International Business
Universidad del Pacífico (PE) 2009 — 2009
Spanish
Navigant July 2015 - Present
KPMG US July 2014 - June 2015
KPMG US August 2012 - July 2014
University of Notre Dame August 2011 - May 2012
KPMG June 2011 - August 2011
Boston Financial Data Services November 2009 - May 2011
Delta Upsilon Fraternity- Kansas Chapter October 2009 - December 2010
University of Kansas August 2010 - August 2010
Skills
Finance, Financial Reporting, Budgets, Auditing, Leadership, Accounting, Managerial Finance, Internal Controls, US GAAP, GAAP, Sarbanes-Oxley Act, Financial Accounting, Financial Analysis, Financial Modeling, International Business..., Microsoft Excel, CPA
Education
University of Notre Dame - Mendoza College of Business 2011 — 2012
M.S., Accountancy
University of Kansas 2007 — 2011
B.S., Accounting, International Business
Universidad del Pacífico (PE) 2009 — 2009
Spanish
Amanda Teal, MBA's Boston Financial Data Services Experience October 1998 - March 2000
Job Senior Compliance Consultant at Wells Fargo Asset Management
Industry Financial Services
Experience
Wells Fargo Asset Management July 2014 - Present
BNY Mellon March 2000 - July 2014
Boston Financial Data Services October 1998 - March 2000
Citizens Bank 1996 - 1998
Skills
Cross-functional Team..., Management, Finance, Risk Management, CRM, Analysis, Process Improvement, Mutual Funds, Financial Risk, Investments, Financial Analysis, Asset Management, Project Management
Education
Simmons College - Simmons School of Management
Master of Business Administration (MBA)
University of Bridgeport
Bachelor of Science (BS)
Wells Fargo Asset Management July 2014 - Present
BNY Mellon March 2000 - July 2014
Boston Financial Data Services October 1998 - March 2000
Citizens Bank 1996 - 1998
Skills
Cross-functional Team..., Management, Finance, Risk Management, CRM, Analysis, Process Improvement, Mutual Funds, Financial Risk, Investments, Financial Analysis, Asset Management, Project Management
Education
Simmons College - Simmons School of Management
Master of Business Administration (MBA)
University of Bridgeport
Bachelor of Science (BS)
Alex Whittit, CLCS's Boston Financial Data Services Experience May 2010 - May 2011
Job Insurance Agent/Broker, Copeland Insurance Agency
Industry Insurance
Experience
Copeland Insurance Agency, Inc January 2015 - Present
American Family Insurance January 2013 - January 2015
Northwestern Mutual May 2011 - August 2012
Boston Financial Data Services May 2010 - May 2011
Skills
Insurance, Commercial Insurance, Property & Casualty..., Workers Compensation, Disability Insurance, Mutual Funds, Life Insurance, Retirement Planning, Health Insurance, Long-term Care, Finance, Permanent Life Insurance, Term Life Insurance, Risk Management
Education
University of Kansas 2007 — 2011
Copeland Insurance Agency, Inc January 2015 - Present
American Family Insurance January 2013 - January 2015
Northwestern Mutual May 2011 - August 2012
Boston Financial Data Services May 2010 - May 2011
Skills
Insurance, Commercial Insurance, Property & Casualty..., Workers Compensation, Disability Insurance, Mutual Funds, Life Insurance, Retirement Planning, Health Insurance, Long-term Care, Finance, Permanent Life Insurance, Term Life Insurance, Risk Management
Education
University of Kansas 2007 — 2011
Lisa Zirkel's Boston Financial Data Services Experience August 2010 - December 2011
Job Senior Tax Compliance Analyst
Industry Accounting
Experience
Avalara December 2011 - Present
Boston Financial Data Services August 2010 - December 2011
KU Department of Student Housing August 2008 - May 2010
JCPenney November 2005 - July 2009
KU Bookstore December 2007 - July 2008
Skills
Accounting, Tax, Auditing, Access, Finance, Microsoft Excel, Budgets, Financial Accounting, Financial Reporting, Accounts Payable, Customer Service, Tax Returns, Microsoft Office, Training, Tax Preparation, Account Reconciliation, Accounts Receivable
Education
University of Kansas - Graduate School of Business 2010 — 2011
MAcc
The University of Kansas 2006 — 2010
BSB
Avalara December 2011 - Present
Boston Financial Data Services August 2010 - December 2011
KU Department of Student Housing August 2008 - May 2010
JCPenney November 2005 - July 2009
KU Bookstore December 2007 - July 2008
Skills
Accounting, Tax, Auditing, Access, Finance, Microsoft Excel, Budgets, Financial Accounting, Financial Reporting, Accounts Payable, Customer Service, Tax Returns, Microsoft Office, Training, Tax Preparation, Account Reconciliation, Accounts Receivable
Education
University of Kansas - Graduate School of Business 2010 — 2011
MAcc
The University of Kansas 2006 — 2010
BSB
Anya Bahros Anya Bahros's Boston Financial Data Services Experience May 2010 - April 2011
Job Senior Product Analyst, Performance Technologies at The Advisory Board Company
Industry Hospital & Health Care
Experience
The Advisory Board Company April 2014 - Present
M&T Bank July 2013 - March 2014
M&T Bank July 2011 - July 2013
M&T Bank July 2011 - June 2012
Smith College September 2010 - May 2011
Boston Financial Data Services May 2010 - April 2011
Boston Financial Data Services May 2009 - January 2010
Skills
Financial Analysis, Data Analysis, Financial Modeling, Banking, Quantitative Analytics, Microsoft Office, Project Planning, Economics, Risk Management, Finance, Analysis, Investments, Valuation, Microsoft Excel, Project Management, PowerPoint, Business Analysis, Research, Public Speaking
Education
Smith College 2007 — 2011
Bachelor of Arts (B.A.), Economics
The Advisory Board Company April 2014 - Present
M&T Bank July 2013 - March 2014
M&T Bank July 2011 - July 2013
M&T Bank July 2011 - June 2012
Smith College September 2010 - May 2011
Boston Financial Data Services May 2010 - April 2011
Boston Financial Data Services May 2009 - January 2010
Skills
Financial Analysis, Data Analysis, Financial Modeling, Banking, Quantitative Analytics, Microsoft Office, Project Planning, Economics, Risk Management, Finance, Analysis, Investments, Valuation, Microsoft Excel, Project Management, PowerPoint, Business Analysis, Research, Public Speaking
Education
Smith College 2007 — 2011
Bachelor of Arts (B.A.), Economics
Alexa Puhak's Boston Financial Data Services Experience June 2010 - August 2013
Job Learning Consultant at Cerner Corporation
Industry Marketing and Advertising
Experience
Cerner Corporation December 2013 - Present
Boston Financial Data Services June 2010 - August 2013
JCPenney June 2012 - August 2012
Skills
Financial Services, Mutual Funds, Accounting, Series 6, Wealth Management, Equities, Fixed Annuities, Financial Planners, Portfolio Management, Asset Management, Fixed Income, Asset Allocation, Pensions, Investment Strategies
Education
University of Kansas 2009 — 2013
Bachelor of Science, Marketing, and Management and Leadership
Cerner Corporation December 2013 - Present
Boston Financial Data Services June 2010 - August 2013
JCPenney June 2012 - August 2012
Skills
Financial Services, Mutual Funds, Accounting, Series 6, Wealth Management, Equities, Fixed Annuities, Financial Planners, Portfolio Management, Asset Management, Fixed Income, Asset Allocation, Pensions, Investment Strategies
Education
University of Kansas 2009 — 2013
Bachelor of Science, Marketing, and Management and Leadership
Ariel Wituszynski's Boston Financial Data Services Experience August 2011 - January 2013
Job Media Buyer at MMGY Global
Industry Marketing and Advertising
Experience
MMGY Global May 2015 - Present
MMGY Global May 2013 - May 2015
PlattForm January 2013 - May 2013
Boston Financial Data Services August 2011 - January 2013
McAlisters Deli December 2010 - July 2011
Skills
Microsoft Excel, Customer Service, Microsoft Word, Social Media, Communication, Highly personable, Interactive Marketing, Analytical Reasoning, Goal Setting, Strategic Planning, Lotus Notes, Mutual Funds, Teamwork, Marketing, Social Media Marketing, Advertising
Education
University of Kansas 2009 — 2013
Bachelor of Science, Marketing
MMGY Global May 2015 - Present
MMGY Global May 2013 - May 2015
PlattForm January 2013 - May 2013
Boston Financial Data Services August 2011 - January 2013
McAlisters Deli December 2010 - July 2011
Skills
Microsoft Excel, Customer Service, Microsoft Word, Social Media, Communication, Highly personable, Interactive Marketing, Analytical Reasoning, Goal Setting, Strategic Planning, Lotus Notes, Mutual Funds, Teamwork, Marketing, Social Media Marketing, Advertising
Education
University of Kansas 2009 — 2013
Bachelor of Science, Marketing
Tiya Townsend Tiya Townsend's Boston Financial Data Services Experience September 2004 - July 2008
Job Designer / Brand Architect
Industry Apparel & Fashion
Experience
Dames & Duchess December 2011 - Present
MFC Global LLC February 2008 - 2009
Boston Financial Data Services September 2004 - July 2008
John Hancock Financial Services 2007 - 2007
Skills
Establishing a niche..., Business, Niche Marketing, Fashion, Apparel, Retail, Fashion Design, Merchandising, Styling, Marketing, Marketing Strategy, Textiles, Social Media Marketing, Social Media, Product Development, Entrepreneurship, Sales, Strategic Planning, Advertising, Boutique, New Business Development, Trend Forecasting, Trend Analysis, Wardrobe
Education
Suffolk University
Bachelor of Business Administration (B.B.A.), Finance, General
Dames & Duchess December 2011 - Present
MFC Global LLC February 2008 - 2009
Boston Financial Data Services September 2004 - July 2008
John Hancock Financial Services 2007 - 2007
Skills
Establishing a niche..., Business, Niche Marketing, Fashion, Apparel, Retail, Fashion Design, Merchandising, Styling, Marketing, Marketing Strategy, Textiles, Social Media Marketing, Social Media, Product Development, Entrepreneurship, Sales, Strategic Planning, Advertising, Boutique, New Business Development, Trend Forecasting, Trend Analysis, Wardrobe
Education
Suffolk University
Bachelor of Business Administration (B.B.A.), Finance, General
Alex Huebner's Boston Financial Data Services Experience 2010 - 2011
Job Special Projects Coordinator at Aflac
Industry Insurance
Experience
Aflac March 2015 - Present
Aflac January 2014 - March 2015
Aflac November 2012 - January 2014
Boston Financial Data Services 2010 - 2011
Maxus Properties, Inc., May 2010 - July 2010
Skills
Investments, Mutual Funds, Securities, Financial Analysis, Finance, Microsoft Excel, Retirement Planning, Customer Service, Risk Management, Microsoft Office, PowerPoint, Financial Modeling, Microsoft Word, Insurance, Sales, Employee Benefits, Leadership, Access, Strategic Planning, Analysis
Education
University of Kansas 2007 — 2012
Bachelor of Arts (B.A.), Economics, Minor in Business
Collegi Major Universitari Sant Jordi 2010 — 2010
Language and Cultural Studies
Aflac March 2015 - Present
Aflac January 2014 - March 2015
Aflac November 2012 - January 2014
Boston Financial Data Services 2010 - 2011
Maxus Properties, Inc., May 2010 - July 2010
Skills
Investments, Mutual Funds, Securities, Financial Analysis, Finance, Microsoft Excel, Retirement Planning, Customer Service, Risk Management, Microsoft Office, PowerPoint, Financial Modeling, Microsoft Word, Insurance, Sales, Employee Benefits, Leadership, Access, Strategic Planning, Analysis
Education
University of Kansas 2007 — 2012
Bachelor of Arts (B.A.), Economics, Minor in Business
Collegi Major Universitari Sant Jordi 2010 — 2010
Language and Cultural Studies
Michael Keary, MBA Michael Keary, MBA's Boston Financial Data Services Experience August 1999 - January 2004
Job IT Project Manager at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments June 2011 - Present
MFS Investment Management September 2010 - June 2011
Pioneer Investments 2007 - September 2010
Pioneer Investments February 2004 - May 2007
Boston Financial Data Services August 1999 - January 2004
Skills
SQL, Requirements Gathering, SDLC, Access, Requirements Analysis, ITIL v3 Foundations..., PeopleSoft Financial
Education
Suffolk University - Sawyer Business School 2003 — 2006
M.B.A., Finance
Suffolk University - Sawyer Business School 1996 — 1999
B.S./B.A., M.I.S.
University of Massachusetts, Amherst 1994 — 1995
Biochemistry
Pioneer Investments June 2011 - Present
MFS Investment Management September 2010 - June 2011
Pioneer Investments 2007 - September 2010
Pioneer Investments February 2004 - May 2007
Boston Financial Data Services August 1999 - January 2004
Skills
SQL, Requirements Gathering, SDLC, Access, Requirements Analysis, ITIL v3 Foundations..., PeopleSoft Financial
Education
Suffolk University - Sawyer Business School 2003 — 2006
M.B.A., Finance
Suffolk University - Sawyer Business School 1996 — 1999
B.S./B.A., M.I.S.
University of Massachusetts, Amherst 1994 — 1995
Biochemistry
Stefan Blitz Stefan Blitz's Boston Financial Data Services Experience 2000 - 2001
Job EditorinChief, Forces of Geek / Publicist / Writer / Pop Culturist
Industry Online Media
Experience
Forces of Geek 2008 - Present
NBM Publishing January 2011 - Present
Rhode Island Comic Con / Terror Con 2012 - Present
Freelance Writing and Editorial Services 2009 - Present
NBM Publishing 2010 - Present
Deniath, Inc November 2011 - June 2012
Forces of Good 2004 - 2008
Restoration Hardware 2003 - 2008
Boston Financial Data Services 2000 - 2001
Comicology Magazine 1998 - 2001
Skills
Graphic Design, Photoshop, Writing, Editing, Social Media, Public Relations, Social Media Marketing, Press Releases, Blogging, Online Marketing, Content Management, Creative Writing, Promotions, Film, InDesign, Publishing, Editorial, Newsletters, Media Relations, Advertising, Proofreading, Illustrator, Magazines, Storytelling, Books, Copywriting, Content Development, Social Networking, Screenwriting, Publicity, Video Production, Illustration, Freelance Writing, Copy Editing, Facebook, Multimedia, Film Production, New Media, Journalism, Publications, Entertainment, Pop Culture, Digital Media, QuarkXPress, Layout, Feature Articles, Marketing, Content Writing, Corporate Communications, Comic Books
Education
Temple University 1989 — 1995
Bachelor of Arts (B.A.), Radio-Television-Film; English
Classical High School 1985 — 1989
High School
Forces of Geek 2008 - Present
NBM Publishing January 2011 - Present
Rhode Island Comic Con / Terror Con 2012 - Present
Freelance Writing and Editorial Services 2009 - Present
NBM Publishing 2010 - Present
Deniath, Inc November 2011 - June 2012
Forces of Good 2004 - 2008
Restoration Hardware 2003 - 2008
Boston Financial Data Services 2000 - 2001
Comicology Magazine 1998 - 2001
Skills
Graphic Design, Photoshop, Writing, Editing, Social Media, Public Relations, Social Media Marketing, Press Releases, Blogging, Online Marketing, Content Management, Creative Writing, Promotions, Film, InDesign, Publishing, Editorial, Newsletters, Media Relations, Advertising, Proofreading, Illustrator, Magazines, Storytelling, Books, Copywriting, Content Development, Social Networking, Screenwriting, Publicity, Video Production, Illustration, Freelance Writing, Copy Editing, Facebook, Multimedia, Film Production, New Media, Journalism, Publications, Entertainment, Pop Culture, Digital Media, QuarkXPress, Layout, Feature Articles, Marketing, Content Writing, Corporate Communications, Comic Books
Education
Temple University 1989 — 1995
Bachelor of Arts (B.A.), Radio-Television-Film; English
Classical High School 1985 — 1989
High School
Bob McElroy Bob McElroy's Boston Financial Data Services Experience July 1988 - September 1990
Job Call Center Systems & Operations Consultant
Industry Management Consulting
Experience
Com Partners April 2008 - Present
Avaya Communications January 2005 - April 2008
Braun Consulting June 2003 - January 2005
Compartners October 1990 - December 2004
eLoyalty Corp May 1999 - July 2001
Deloitte & Touche March 1997 - May 1999
Boston Financial Data Services July 1988 - September 1990
Fidelity Investments December 1981 - July 1988
Skills
IVR, Call Centers, Contact Centers, CTI, Telecommunications, Call Center, ACD, VoIP, RFP, Process Improvement, Business Process..., Avaya, CRM, Customer Experience, Cloud Computing, Consulting, Executive Management, Integration, Professional Services, Service Delivery, Project Portfolio..., Workforce Management, SaaS, Managed Services, Training, SIP, Telephony, Unified Communications, Business Process, Leadership, Networking, Vendor Management, Outsourcing, Strategy, Avaya Technologies, Program Management, Management
Education
Stony Brook University 1968 — 1972
BA, Liberal Arts
Com Partners April 2008 - Present
Avaya Communications January 2005 - April 2008
Braun Consulting June 2003 - January 2005
Compartners October 1990 - December 2004
eLoyalty Corp May 1999 - July 2001
Deloitte & Touche March 1997 - May 1999
Boston Financial Data Services July 1988 - September 1990
Fidelity Investments December 1981 - July 1988
Skills
IVR, Call Centers, Contact Centers, CTI, Telecommunications, Call Center, ACD, VoIP, RFP, Process Improvement, Business Process..., Avaya, CRM, Customer Experience, Cloud Computing, Consulting, Executive Management, Integration, Professional Services, Service Delivery, Project Portfolio..., Workforce Management, SaaS, Managed Services, Training, SIP, Telephony, Unified Communications, Business Process, Leadership, Networking, Vendor Management, Outsourcing, Strategy, Avaya Technologies, Program Management, Management
Education
Stony Brook University 1968 — 1972
BA, Liberal Arts
Nick Gamis's Boston Financial Data Services Experience November 2009 - May 2012
Job Account Manager at nexus IT group
Industry Information Technology and Services
Experience
nexus IT group June 2012 - Present
Boston Financial Data Services November 2009 - May 2012
Skills
IT Recruitment, Staffing Services, Recruiting, Social Media, Marketing Strategy, Manage Client..., Customer Relations, IT Consulting, Talent Acquisition, Resume Writing, Technical Recruiting, Consulting, Customer Service, Marketing, Business Development, Management, Account Management, Sales, New Business Development, Human Resources, Negotiation, Interviews, CRM, Networking, Vendor Management, Applicant Tracking...
Education
University of Kansas 2008 — 2012
Bachelor of Science, Business, Marketing
nexus IT group June 2012 - Present
Boston Financial Data Services November 2009 - May 2012
Skills
IT Recruitment, Staffing Services, Recruiting, Social Media, Marketing Strategy, Manage Client..., Customer Relations, IT Consulting, Talent Acquisition, Resume Writing, Technical Recruiting, Consulting, Customer Service, Marketing, Business Development, Management, Account Management, Sales, New Business Development, Human Resources, Negotiation, Interviews, CRM, Networking, Vendor Management, Applicant Tracking...
Education
University of Kansas 2008 — 2012
Bachelor of Science, Business, Marketing
Alex Wray's Boston Financial Data Services Experience August 2012 - December 2014
Job Partnership Coordinator, Digital Ally Open. Kansas City's Official PGA TOUR Event
Industry Sports
Experience
Digital Ally Open April 2015 - Present
Midwest Classic Presented by Cadillac January 2015 - April 2015
Boston Financial Data Services August 2012 - December 2014
Skills
Securities, Mutual Funds, Customer Service, Financial Services, Leadership, Microsoft Excel, Microsoft Office, Public Speaking, Social Networking, Social Media, Event Management, Sports Management
Education
University of Kansas 2010 — 2015
Bachelor's Degree, Sport Management w/ minor in Business, Senior
Digital Ally Open April 2015 - Present
Midwest Classic Presented by Cadillac January 2015 - April 2015
Boston Financial Data Services August 2012 - December 2014
Skills
Securities, Mutual Funds, Customer Service, Financial Services, Leadership, Microsoft Excel, Microsoft Office, Public Speaking, Social Networking, Social Media, Event Management, Sports Management
Education
University of Kansas 2010 — 2015
Bachelor's Degree, Sport Management w/ minor in Business, Senior
Robert Manupelli Robert Manupelli's Boston Financial Data Services Experience November 2010 - Present
Job Client Relations Senior Advisor at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services November 2010 - Present
Boston Financial Data Services September 2001 - November 2010
Boston Financial Data Services January 1999 - September 2001
Boston Financial Data Services September 1994 - January 1999
Skills
Management, Project Management, Teamwork, Team Leadership, Team Management, Mutual Funds, FundSERV, Training, Customer Satisfaction, Analysis, Testing, Finance, New Business Development
Education
Suffolk University 1990 — 1994
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Suffolk University 1990 — 1994
Boston Financial Data Services November 2010 - Present
Boston Financial Data Services September 2001 - November 2010
Boston Financial Data Services January 1999 - September 2001
Boston Financial Data Services September 1994 - January 1999
Skills
Management, Project Management, Teamwork, Team Leadership, Team Management, Mutual Funds, FundSERV, Training, Customer Satisfaction, Analysis, Testing, Finance, New Business Development
Education
Suffolk University 1990 — 1994
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Suffolk University 1990 — 1994
Morris Cohen Morris Cohen's Boston Financial Data Services Experience October 2011 - January 2012
Job Field Service Manager
Industry Retail
Experience
Rentals Unlimited June 2013 - Present
Jake's Wayback Burgers January 2012 - October 2012
New England Home Finders January 2012 - May 2012
Boston Financial Data Services October 2011 - January 2012
Camp West Woods January 2004 - August 2010
Namco Pools January 2006 - August 2007
Brockton Country Club April 2005 - September 2005
Skills
Strategic Planning, Negotiation, Public Speaking, Sales, Marketing, Social Networking, Market Research, Finance, PowerPoint, Event Planning, Microsoft Excel, Leadership, Microsoft Word, Inventory Management, Social Media Marketing, Outlook, Business Planning, Social Media, Organization, Microsoft Office, Account Management, Networking, Management, Facebook
Education
Core Real Estate Studies Inc. 2011 — 2011
Real Estate Practices, Real Estate
Suffolk University 2007 — 2011
BSBA, Entrepreneur
Suffolk University - Sawyer School of Management 2007 — 2011
Bachlor of Science in Business Administration, Entrepreneurship
2003-2007 Stoughton High School 2003 — 2007
High School Diploma, Diploma
Rentals Unlimited June 2013 - Present
Jake's Wayback Burgers January 2012 - October 2012
New England Home Finders January 2012 - May 2012
Boston Financial Data Services October 2011 - January 2012
Camp West Woods January 2004 - August 2010
Namco Pools January 2006 - August 2007
Brockton Country Club April 2005 - September 2005
Skills
Strategic Planning, Negotiation, Public Speaking, Sales, Marketing, Social Networking, Market Research, Finance, PowerPoint, Event Planning, Microsoft Excel, Leadership, Microsoft Word, Inventory Management, Social Media Marketing, Outlook, Business Planning, Social Media, Organization, Microsoft Office, Account Management, Networking, Management, Facebook
Education
Core Real Estate Studies Inc. 2011 — 2011
Real Estate Practices, Real Estate
Suffolk University 2007 — 2011
BSBA, Entrepreneur
Suffolk University - Sawyer School of Management 2007 — 2011
Bachlor of Science in Business Administration, Entrepreneurship
2003-2007 Stoughton High School 2003 — 2007
High School Diploma, Diploma
Kelsey Collins's Boston Financial Data Services Experience January 2013 - August 2013
Job HR Business Partner Textron Aviation
Industry Human Resources
Experience
Textron Aviation June 2015 - Present
Nonprofit Solutions, Inc. August 2014 - May 2015
Emporia State University August 2013 - May 2015
Boston Financial Data Services January 2013 - August 2013
Lawrence Memorial Hospital June 2012 - September 2012
Skills
SPSS, Research, Teaching, Statistics, Psychology, Data Analysis, Qualitative Research, Research Design, Public Speaking, University Teaching, Student Development, Critical Thinking, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Leadership, Time Management, Teamwork, Human Resources, Organizational..., Interviews, Recruiting, Higher Education, Leadership Development, Data Entry, Management, Strategic Planning
Education
Emporia State University 2013 — 2015
Master's, Psychology-Industrial/Organizational Psychology, 4.0
University of Kansas 2008 — 2013
Bachelor of Arts (BA), Psychology, Business Minor
Hutchinson High School 2004 — 2008
Textron Aviation June 2015 - Present
Nonprofit Solutions, Inc. August 2014 - May 2015
Emporia State University August 2013 - May 2015
Boston Financial Data Services January 2013 - August 2013
Lawrence Memorial Hospital June 2012 - September 2012
Skills
SPSS, Research, Teaching, Statistics, Psychology, Data Analysis, Qualitative Research, Research Design, Public Speaking, University Teaching, Student Development, Critical Thinking, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Leadership, Time Management, Teamwork, Human Resources, Organizational..., Interviews, Recruiting, Higher Education, Leadership Development, Data Entry, Management, Strategic Planning
Education
Emporia State University 2013 — 2015
Master's, Psychology-Industrial/Organizational Psychology, 4.0
University of Kansas 2008 — 2013
Bachelor of Arts (BA), Psychology, Business Minor
Hutchinson High School 2004 — 2008
Jennifer On's Boston Financial Data Services Experience September 2014 - May 2015
Job Xerox Territory Partner Manager
Industry Marketing and Advertising
Experience
Xerox June 2015 - Present
Boston Financial Data Services September 2014 - May 2015
University of Kansas Athletics September 2012 - May 2015
Bath & Body Works May 2012 - January 2015
Office Depot June 2013 - September 2014
Indie Gift Box December 2013 - June 2014
The Hair Loft LTD June 2008 - August 2012
Skills
Bilingual Communications, Microsoft Excel, Microsoft Word, PowerPoint
Education
The University of Kansas 2012 — 2015
Bachelor of Science (B.S.), Marketing
Xerox June 2015 - Present
Boston Financial Data Services September 2014 - May 2015
University of Kansas Athletics September 2012 - May 2015
Bath & Body Works May 2012 - January 2015
Office Depot June 2013 - September 2014
Indie Gift Box December 2013 - June 2014
The Hair Loft LTD June 2008 - August 2012
Skills
Bilingual Communications, Microsoft Excel, Microsoft Word, PowerPoint
Education
The University of Kansas 2012 — 2015
Bachelor of Science (B.S.), Marketing
Evan Ashcraft's Boston Financial Data Services Experience June 2005 - August 2006
Job Commercial Product Manager
Industry Banking
Experience
Alterra Bank August 2015 - Present
Enterprise Bank & Trust August 2013 - July 2015
Enterprise Bank & Trust June 2011 - August 2013
US Bank March 2010 - June 2011
First National Bank December 2009 - March 2010
First National Bank November 2007 - December 2009
First National Bank January 2007 - December 2007
Boston Financial Data Services June 2005 - August 2006
Skills
Financial Analysis, Banking, Treasury Management, Sales, Credit, Commercial Banking, Customer Service, Treasury, Cash Management, Commercial Lending, Loans, Financial Services, Retail Banking
Education
The University of Kansas 2002 — 2008
BA
Alterra Bank August 2015 - Present
Enterprise Bank & Trust August 2013 - July 2015
Enterprise Bank & Trust June 2011 - August 2013
US Bank March 2010 - June 2011
First National Bank December 2009 - March 2010
First National Bank November 2007 - December 2009
First National Bank January 2007 - December 2007
Boston Financial Data Services June 2005 - August 2006
Skills
Financial Analysis, Banking, Treasury Management, Sales, Credit, Commercial Banking, Customer Service, Treasury, Cash Management, Commercial Lending, Loans, Financial Services, Retail Banking
Education
The University of Kansas 2002 — 2008
BA
Carol Watches Carol Watches's Boston Financial Data Services Experience January 1996 - January 2000
Job Sales Manager
Industry Financial Services
Experience
Crate and Barrel October 2014 - Present
Boston Financial Data Services January 1996 - January 2000
Boston Financial January 1994 - January 2000
Kemper Financial Services January 1992 - January 1994
Kemper Financial January 1991 - January 1992
ATT American Transtech January 1989 - January 1991
ATT American Transtech January 1987 - January 1989
The Putnam Companies January 1984 - January 1987
Bradford Trust Company January 1981 - January 1984
Skills
Management, Business Analysis, Training, Sales, Budgets, Account Management, Quality Assurance, Time Management, Retail, Social Media, Direct Sales
Education
Skidmore College
BA, English/Business
Skidmore College
BA, Business/English
Crate and Barrel October 2014 - Present
Boston Financial Data Services January 1996 - January 2000
Boston Financial January 1994 - January 2000
Kemper Financial Services January 1992 - January 1994
Kemper Financial January 1991 - January 1992
ATT American Transtech January 1989 - January 1991
ATT American Transtech January 1987 - January 1989
The Putnam Companies January 1984 - January 1987
Bradford Trust Company January 1981 - January 1984
Skills
Management, Business Analysis, Training, Sales, Budgets, Account Management, Quality Assurance, Time Management, Retail, Social Media, Direct Sales
Education
Skidmore College
BA, English/Business
Skidmore College
BA, Business/English
Alexandra Emerson's Boston Financial Data Services Experience January 2012 - June 2012
Job Accountant at Kornitzer Capital Management, Inc.
Industry Financial Services
Experience
Kornitzer Capital Management, Inc. June 2012 - Present
Boston Financial Data Services January 2012 - June 2012
Boston Financial Data Services March 2010 - December 2011
Skills
Mutual Funds, Financial Analysis, Accounting, Financial Reporting, Microsoft Office, Customer Service, Time Management, Data Analysis, Investments, Microsoft Word
Education
University of Kansas 2008 — 2011
Bachelor of Science, Accounting
Instituti Filippin: Consortium Institute of Management and Business Analysis 2011 — 2011
CIMBA Study Abroad Coursework, Introduction to Audit, Business Law
H&R Block 2011 — 2011
Income Tax Course
Kornitzer Capital Management, Inc. June 2012 - Present
Boston Financial Data Services January 2012 - June 2012
Boston Financial Data Services March 2010 - December 2011
Skills
Mutual Funds, Financial Analysis, Accounting, Financial Reporting, Microsoft Office, Customer Service, Time Management, Data Analysis, Investments, Microsoft Word
Education
University of Kansas 2008 — 2011
Bachelor of Science, Accounting
Instituti Filippin: Consortium Institute of Management and Business Analysis 2011 — 2011
CIMBA Study Abroad Coursework, Introduction to Audit, Business Law
H&R Block 2011 — 2011
Income Tax Course
Lee Bickerstaff's Boston Financial Data Services Experience October 2005 - November 2006
Job Team Leader: Omaha Metro Cru
Industry Nonprofit Organization Management
Experience
Cru June 2005 - Present
Boston Financial Data Services October 2005 - November 2006
Blue Sky Satellite August 2005 - October 2005
University of Kansas August 2001 - May 2005
Skills
Theology, Fundraising, Mentoring, Counseling, Missions, Discipleship, Volunteer Management, Teaching, Public Speaking, Youth Ministry, Conference Coordination, Event Planning, Leadership Development, Evangelism, Leadership, Networking, Creative Strategy, Social Media, Customer Service, Newsletters, Strategic Planning, Program Development, Non-profits, Coaching, Psychotherapy, Public Relations, Building Relationships, Nonprofits, Team Building, Religion, Event Management, Community Outreach, Grant Writing, Pastoral Care, Biblical Studies, Church Events, Spiritual Direction, Preaching, Volunteer Recruiting, Pastoring, Bible, Gospel, Conflict Resolution, Pastoral, Non-profit..., Discipleship Training, Pastoral Counseling, College Ministry, Social Networking, Campus Ministry
Education
The University of Kansas 2000 — 2005
BA, Psychology, Leadership, Spanish
Cru June 2005 - Present
Boston Financial Data Services October 2005 - November 2006
Blue Sky Satellite August 2005 - October 2005
University of Kansas August 2001 - May 2005
Skills
Theology, Fundraising, Mentoring, Counseling, Missions, Discipleship, Volunteer Management, Teaching, Public Speaking, Youth Ministry, Conference Coordination, Event Planning, Leadership Development, Evangelism, Leadership, Networking, Creative Strategy, Social Media, Customer Service, Newsletters, Strategic Planning, Program Development, Non-profits, Coaching, Psychotherapy, Public Relations, Building Relationships, Nonprofits, Team Building, Religion, Event Management, Community Outreach, Grant Writing, Pastoral Care, Biblical Studies, Church Events, Spiritual Direction, Preaching, Volunteer Recruiting, Pastoring, Bible, Gospel, Conflict Resolution, Pastoral, Non-profit..., Discipleship Training, Pastoral Counseling, College Ministry, Social Networking, Campus Ministry
Education
The University of Kansas 2000 — 2005
BA, Psychology, Leadership, Spanish
Debra Chaplin's Boston Financial Data Services Experience July 1999 - February 2001
Job Project Manager and Experienced Supervisor
Industry Financial Services
Experience
BNY Mellon May 2008 - Present
PNC December 2005 - May 2008
PNC November 2002 - December 2005
PFPC February 2001 - November 2002
Boston Financial Data Services July 1999 - February 2001
Boston Financial Data Services October 1995 - July 1999
Boston Financial Data Services January 1994 - October 1995
Boston Financial Data Services February 1993 - January 1994
Rockland Trust September 1992 - February 1993
Macy's (Jordan Marsh) January 1989 - September 1992
Skills
Account Reconciliation, Microsoft Excel, Microsoft Word, Lotus Notes, Software Documentation, Training, PowerPoint, Auditing, Accounting, Microsoft SQL Server, Leadership, Management, Internal Audit, Microsoft Power Point, Outlook Express, Monarch Pro, Image Processing, Program Management, Teamwork, FSR, Surpas, DST, Workspeed, AHD, Advisor Central, Pinacle, Purchasing, Fund Accounting, Access, Financial Reporting, Mergers & Acquisitions, Computer Output to..., Advanced Help Desk (AHD), Order and..., Subaccounting..., Analysis, Financial Statements, Finance, Mutual Funds, Credit, Financial Accounting, Financial Services, Process Improvement, Risk Management, Customer Service, Banking, Financial Analysis, Business Analysis
Education
Stonehill College 1985 — 1994
Bachelors Degree, Accounting and Finance
Aquinas Jr College 1982 — 1984
Associates, Business Administration and Management, General
BNY Mellon May 2008 - Present
PNC December 2005 - May 2008
PNC November 2002 - December 2005
PFPC February 2001 - November 2002
Boston Financial Data Services July 1999 - February 2001
Boston Financial Data Services October 1995 - July 1999
Boston Financial Data Services January 1994 - October 1995
Boston Financial Data Services February 1993 - January 1994
Rockland Trust September 1992 - February 1993
Macy's (Jordan Marsh) January 1989 - September 1992
Skills
Account Reconciliation, Microsoft Excel, Microsoft Word, Lotus Notes, Software Documentation, Training, PowerPoint, Auditing, Accounting, Microsoft SQL Server, Leadership, Management, Internal Audit, Microsoft Power Point, Outlook Express, Monarch Pro, Image Processing, Program Management, Teamwork, FSR, Surpas, DST, Workspeed, AHD, Advisor Central, Pinacle, Purchasing, Fund Accounting, Access, Financial Reporting, Mergers & Acquisitions, Computer Output to..., Advanced Help Desk (AHD), Order and..., Subaccounting..., Analysis, Financial Statements, Finance, Mutual Funds, Credit, Financial Accounting, Financial Services, Process Improvement, Risk Management, Customer Service, Banking, Financial Analysis, Business Analysis
Education
Stonehill College 1985 — 1994
Bachelors Degree, Accounting and Finance
Aquinas Jr College 1982 — 1984
Associates, Business Administration and Management, General
Christy Vongphakdy's Boston Financial Data Services Experience May 2007 - April 2011
Job Chief of Staff, Digital Engineering at Capital One
Industry Computer Software
Experience
Capital One July 2015 - Present
Monsoon Company March 2015 - July 2015
Monsoon Company March 2014 - March 2015
RGA Associates July 2013 - March 2014
JPMorgan Chase April 2011 - June 2013
Boston Financial Data Services May 2007 - April 2011
Skills
Mutual Funds, Time Management, Financial Services, Project Management, Series 63, Series 6, Marketing, Microsoft Word, Management, Rollovers, Securities License, 401k, Qualified Retirement..., Business Writing, Team Building, Microsoft Office, PowerPoint, Microsoft Excel, Technical Recruiting, Editing, Technical Writing, Oral & Written..., Process Improvement, Customer Service, Creative Problem Solving, Organization &..., Client Relations Skills, Focus Groups, People Skills, Business Correspondence, Software Consulting, Sourcing, Interviewing Skills, Software
Education
University of Kansas 2005 — 2009
Bachelor of Science in Business Marketing, Non-Business Concentration in Psychology
North High School 2001 — 2005
Capital One July 2015 - Present
Monsoon Company March 2015 - July 2015
Monsoon Company March 2014 - March 2015
RGA Associates July 2013 - March 2014
JPMorgan Chase April 2011 - June 2013
Boston Financial Data Services May 2007 - April 2011
Skills
Mutual Funds, Time Management, Financial Services, Project Management, Series 63, Series 6, Marketing, Microsoft Word, Management, Rollovers, Securities License, 401k, Qualified Retirement..., Business Writing, Team Building, Microsoft Office, PowerPoint, Microsoft Excel, Technical Recruiting, Editing, Technical Writing, Oral & Written..., Process Improvement, Customer Service, Creative Problem Solving, Organization &..., Client Relations Skills, Focus Groups, People Skills, Business Correspondence, Software Consulting, Sourcing, Interviewing Skills, Software
Education
University of Kansas 2005 — 2009
Bachelor of Science in Business Marketing, Non-Business Concentration in Psychology
North High School 2001 — 2005
Christopher Mehta's Boston Financial Data Services Experience November 2005 - May 2006
Job Treasurer at Rainbow Chemicals Company
Industry International Trade and Development
Experience
Rainbow Chemicals Company January 2011 - Present
Rainbow Chemicals Company May 2008 - February 2011
University of Kansas Endowment Association September 2007 - January 2008
UBS Financial Services, Inc. June 2007 - August 2007
Boston Financial Data Services November 2005 - May 2006
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Financial Analysis, Investments, Outlook, Microsoft Word, Research, Data Analysis, Asset Managment, Strategic Planning, Portfolio Management, Financial Modeling, Sales, Budgets, Finance, Mutual Funds, Strategic Financial..., Forecasting, Asset Management
Education
The University of Kansas 2004 — 2008
B.A., Economics
Rainbow Chemicals Company January 2011 - Present
Rainbow Chemicals Company May 2008 - February 2011
University of Kansas Endowment Association September 2007 - January 2008
UBS Financial Services, Inc. June 2007 - August 2007
Boston Financial Data Services November 2005 - May 2006
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Financial Analysis, Investments, Outlook, Microsoft Word, Research, Data Analysis, Asset Managment, Strategic Planning, Portfolio Management, Financial Modeling, Sales, Budgets, Finance, Mutual Funds, Strategic Financial..., Forecasting, Asset Management
Education
The University of Kansas 2004 — 2008
B.A., Economics
Craig Stroman Craig Stroman's Boston Financial Data Services Experience November 2013 - August 2014
Job UI Developer at Boston Financial Data Services
Industry Financial Services
Experience
Freelance Web Developer July 2013 - Present
Boston Financial Data Services November 2013 - August 2014
Blue Cross Blue Shield of Massachusetts December 2012 - June 2013
John Hancock Life Insurance Company (U.S.A.) May 2012 - October 2012
Novartis December 2011 - February 2012
Convention Data Services February 2010 - October 2011
Streamteam.com May 2007 - February 2010
Skills
Website Development, Front End Developers, PHP, CSS3, JavaScript, HTML 5, Microsoft SQL Server, MySQL, jQuery, ASP
Education
SUNY Oswego 2005 — 2008
Information Science, Information Science/Studies
Freelance Web Developer July 2013 - Present
Boston Financial Data Services November 2013 - August 2014
Blue Cross Blue Shield of Massachusetts December 2012 - June 2013
John Hancock Life Insurance Company (U.S.A.) May 2012 - October 2012
Novartis December 2011 - February 2012
Convention Data Services February 2010 - October 2011
Streamteam.com May 2007 - February 2010
Skills
Website Development, Front End Developers, PHP, CSS3, JavaScript, HTML 5, Microsoft SQL Server, MySQL, jQuery, ASP
Education
SUNY Oswego 2005 — 2008
Information Science, Information Science/Studies
Virginia Heinen's Boston Financial Data Services Experience May 2007 - July 2009
Job Project Manager at Bandwidth
Industry Information Technology and Services
Experience
Bandwidth.com September 2015 - Present
Simply Interactive Inc. July 2014 - July 2015
Verizon Business January 2012 - June 2014
Assurant Employee Benefits May 2011 - December 2011
University of Kansas August 2006 - December 2011
Boston Financial Data Services May 2007 - July 2009
Skills
Project Management, Business Analysis, Leadership, Management, Training, Customer Service, Quality Assurance, Oracle, Testing, Visio, SQL, MS Project
Education
University of Kansas 2006 — 2011
Information Systems
Bandwidth.com September 2015 - Present
Simply Interactive Inc. July 2014 - July 2015
Verizon Business January 2012 - June 2014
Assurant Employee Benefits May 2011 - December 2011
University of Kansas August 2006 - December 2011
Boston Financial Data Services May 2007 - July 2009
Skills
Project Management, Business Analysis, Leadership, Management, Training, Customer Service, Quality Assurance, Oracle, Testing, Visio, SQL, MS Project
Education
University of Kansas 2006 — 2011
Information Systems
Nicole (Weitkamp) Niermeyer's Boston Financial Data Services Experience May 2006 - June 2007
Job Real Estate Agent at Coldwell Banker Residential Brokerage
Industry Real Estate
Experience
Coldwell Banker Residential Brokerage February 2015 - Present
University of Chicago Booth School of Business April 2012 - February 2015
University of Chicago Booth School of Business October 2011 - March 2012
University of Chicago October 2010 - September 2011
Kansas City University of Medicine and Biosciences January 2008 - August 2010
Boston Financial Data Services May 2006 - June 2007
Skills
Training, Alumni Relations, Higher Education, Nonprofits, Volunteer Management, Event Planning, Program Development, Community Outreach, Event Management, Social Media
Education
University of Kansas 2003 — 2007
Bachelor's Degree, Sport and Exercise Science
Saint Thomas Aquinas 1999 — 2003
2003
Coldwell Banker Residential Brokerage February 2015 - Present
University of Chicago Booth School of Business April 2012 - February 2015
University of Chicago Booth School of Business October 2011 - March 2012
University of Chicago October 2010 - September 2011
Kansas City University of Medicine and Biosciences January 2008 - August 2010
Boston Financial Data Services May 2006 - June 2007
Skills
Training, Alumni Relations, Higher Education, Nonprofits, Volunteer Management, Event Planning, Program Development, Community Outreach, Event Management, Social Media
Education
University of Kansas 2003 — 2007
Bachelor's Degree, Sport and Exercise Science
Saint Thomas Aquinas 1999 — 2003
2003
Alec Peterson's Boston Financial Data Services Experience March 2014 - Present
Job Pioneer Securities Representative
Industry Accounting
Experience
Boston Financial Data Services March 2014 - Present
BKD CPAs & Advisors January 2015 - April 2015
Allen County Hospital June 2014 - August 2014
Myers Liquor June 2014 - August 2014
Ingredient Restaurant June 2013 - March 2014
Skills
Microsoft Excel, Access, Customer Service, Teamwork, Time Management, Data Entry, Investments, Financial Analysis
Education
The University of Kansas 2011 — 2016
Bachelor's degree, Accounting and Business/Management, M.Acc
Allen Community College 2010 — 2011
General Education
Boston Financial Data Services March 2014 - Present
BKD CPAs & Advisors January 2015 - April 2015
Allen County Hospital June 2014 - August 2014
Myers Liquor June 2014 - August 2014
Ingredient Restaurant June 2013 - March 2014
Skills
Microsoft Excel, Access, Customer Service, Teamwork, Time Management, Data Entry, Investments, Financial Analysis
Education
The University of Kansas 2011 — 2016
Bachelor's degree, Accounting and Business/Management, M.Acc
Allen Community College 2010 — 2011
General Education
Amanda Tickles Bailey's Boston Financial Data Services Experience March 2007 - November 2007
Job Analyst, Development | M&A at Surgical Care Affiliates
Industry Hospital & Health Care
Experience
Surgical Care Affiliates September 2013 - Present
PricewaterhouseCoopers October 2011 - September 2013
Deloitte Consulting July 2010 - October 2011
Hallmark Cards May 2009 - August 2009
Boston Financial Data Services March 2007 - November 2007
Skills
Financial Reporting, Valuation, Finance, Capital Markets, Banking, Financial Modeling, Financial Analysis, Financial Services, Corporate Finance, Internal Controls, Mutual Funds, Risk Management, Strategic Planning, Bloomberg, Competitive Analysis, Private Equity, Accounting
Education
The University of Kansas 2006 — 2010
BS, Finance, International Business
Surgical Care Affiliates September 2013 - Present
PricewaterhouseCoopers October 2011 - September 2013
Deloitte Consulting July 2010 - October 2011
Hallmark Cards May 2009 - August 2009
Boston Financial Data Services March 2007 - November 2007
Skills
Financial Reporting, Valuation, Finance, Capital Markets, Banking, Financial Modeling, Financial Analysis, Financial Services, Corporate Finance, Internal Controls, Mutual Funds, Risk Management, Strategic Planning, Bloomberg, Competitive Analysis, Private Equity, Accounting
Education
The University of Kansas 2006 — 2010
BS, Finance, International Business
Robert Paiva Robert Paiva's Boston Financial Data Services Experience May 2003 - June 2004
Job at
Industry Information Technology and Services
Experience
First Citizens Bank April 2015 - Present
First Citizens Bank September 2014 - April 2015
BB&T May 2013 - September 2014
SilverSky July 2012 - May 2013
State Street Corporation July 2008 - July 2012
John Hancock Financial Services March 2008 - June 2008
Hanover Insurance Group July 2006 - March 2008
Sun Life Financial June 2004 - July 2006
Boston Financial Data Services May 2003 - June 2004
Boston Financial Data Services May 2000 - May 2003
Skills
Internal Audit, Financial Risk, Auditing, Sarbanes-Oxley, IT Audit, Sarbanes-Oxley Act, Risk Management, Risk Assessment, Insurance, Information Security, Process Improvement, CISA, Financial Planners, Internal Controls, Access, Business Analysis, Information Technology, Assurance, External Audit
Education
Suffolk University 2000 — 2002
Master, Business Administration; Management Information Systems
University of Massachusetts 1994 — 1998
B.A, Economics
First Citizens Bank April 2015 - Present
First Citizens Bank September 2014 - April 2015
BB&T May 2013 - September 2014
SilverSky July 2012 - May 2013
State Street Corporation July 2008 - July 2012
John Hancock Financial Services March 2008 - June 2008
Hanover Insurance Group July 2006 - March 2008
Sun Life Financial June 2004 - July 2006
Boston Financial Data Services May 2003 - June 2004
Boston Financial Data Services May 2000 - May 2003
Skills
Internal Audit, Financial Risk, Auditing, Sarbanes-Oxley, IT Audit, Sarbanes-Oxley Act, Risk Management, Risk Assessment, Insurance, Information Security, Process Improvement, CISA, Financial Planners, Internal Controls, Access, Business Analysis, Information Technology, Assurance, External Audit
Education
Suffolk University 2000 — 2002
Master, Business Administration; Management Information Systems
University of Massachusetts 1994 — 1998
B.A, Economics
Thomas Kelleher Thomas Kelleher's Boston Financial Data Services Experience May 1999 - September 2001
Job Assistant Vice President at U.S. Trust, Bank of America PWM
Industry Investment Management
Experience
USTrust / Bank Of America July 2012 - Present
USTrust / Bank of America September 2006 - July 2012
State Street Bank March 2005 - September 2006
M&I Marshall & Ilsley Bank November 2002 - November 2004
Boston Financial Data Services May 1999 - September 2001
Skills
Asset Allocation, Manage Client..., Portfolio Management, Superior Client Service, Mutual Funds, Fixed Income, Equities, Investment Strategies, Investments, Investment Management, Asset Managment, Wealth Management, Financial Services, Wealth Management..., Asset Management, Trading, Trust Management, Asset, Wealth, ETFs, Relationship Management, Retirement Planning, Bloomberg, Hedge Funds, Securities, Alternative Investments, Series 63, Private Banking
Education
Suffolk University
USTrust / Bank Of America July 2012 - Present
USTrust / Bank of America September 2006 - July 2012
State Street Bank March 2005 - September 2006
M&I Marshall & Ilsley Bank November 2002 - November 2004
Boston Financial Data Services May 1999 - September 2001
Skills
Asset Allocation, Manage Client..., Portfolio Management, Superior Client Service, Mutual Funds, Fixed Income, Equities, Investment Strategies, Investments, Investment Management, Asset Managment, Wealth Management, Financial Services, Wealth Management..., Asset Management, Trading, Trust Management, Asset, Wealth, ETFs, Relationship Management, Retirement Planning, Bloomberg, Hedge Funds, Securities, Alternative Investments, Series 63, Private Banking
Education
Suffolk University
Alex Hoskovec's Boston Financial Data Services Experience November 2014 - Present
Job Student at University of Kansas
Industry Financial Services
Experience
Boston Financial Data Services November 2014 - Present
Overland Park Aquatics March 2011 - August 2012
Fox Sports Net 2011 - 2012
Skills
Final Cut Pro, Video Production, Video, Microsoft Word, Microsoft Excel, Social Media
Education
The University of Kansas 2014 — 2016
Bachelor's Degree, Business Administration, Management and Operations, Junior
Central Missouri State University 2012 — 2016
Bachelor of Business Administration (BBA), Business Administration and Management
Boston Financial Data Services November 2014 - Present
Overland Park Aquatics March 2011 - August 2012
Fox Sports Net 2011 - 2012
Skills
Final Cut Pro, Video Production, Video, Microsoft Word, Microsoft Excel, Social Media
Education
The University of Kansas 2014 — 2016
Bachelor's Degree, Business Administration, Management and Operations, Junior
Central Missouri State University 2012 — 2016
Bachelor of Business Administration (BBA), Business Administration and Management
Paula Clasby's Boston Financial Data Services Experience 2004 - 2006
Job Law Firm Management
Industry Legal Services
Experience
Nelson Mullins November 2012 - Present
eSecLending September 2012 - November 2012
Northeastern University March 2012 - August 2012
Bernkopf Goodman llp December 2011 - August 2012
Abbott Personnel August 2011 - April 2012
Bingham McCutchen LLP 2006 - 2011
Boston Financial Data Services 2004 - 2006
MFS Investment Management 1998 - 2003
Liberty Financial 1987 - 1998
Liberty Financial 1987 - 1998
Skills
Compensation, Employee Relations, Performance Management, Organizational Design, Legal Compliance, Business Partner..., Reductions in Force, Strategic Staffing, Project Management, Staff Management, HR Metrics, Team Building, Change Management, Human Resources, Onboarding, Law Firm Administration, Operations Management, Recruiting, Talent Acquisition, Personnel Management, Leadership Development, Management, Policy, Organizational..., Mergers & Acquisitions, Leadership, Deferred Compensation, Career Development, Payroll
Education
Bentley College
Certificate, Human Resources Management
Suffolk University
Bachelors of Science, magna cum laude
Aquinas Junior College
Associates Degree, Secretarial Science
Fontbonne Academy, Milton, MA
Nelson Mullins November 2012 - Present
eSecLending September 2012 - November 2012
Northeastern University March 2012 - August 2012
Bernkopf Goodman llp December 2011 - August 2012
Abbott Personnel August 2011 - April 2012
Bingham McCutchen LLP 2006 - 2011
Boston Financial Data Services 2004 - 2006
MFS Investment Management 1998 - 2003
Liberty Financial 1987 - 1998
Liberty Financial 1987 - 1998
Skills
Compensation, Employee Relations, Performance Management, Organizational Design, Legal Compliance, Business Partner..., Reductions in Force, Strategic Staffing, Project Management, Staff Management, HR Metrics, Team Building, Change Management, Human Resources, Onboarding, Law Firm Administration, Operations Management, Recruiting, Talent Acquisition, Personnel Management, Leadership Development, Management, Policy, Organizational..., Mergers & Acquisitions, Leadership, Deferred Compensation, Career Development, Payroll
Education
Bentley College
Certificate, Human Resources Management
Suffolk University
Bachelors of Science, magna cum laude
Aquinas Junior College
Associates Degree, Secretarial Science
Fontbonne Academy, Milton, MA
Craig Paschang's Boston Financial Data Services Experience May 2006 - July 2008
Job Attorney
Industry Law Practice
Experience
Kansas Corporation Commission August 2011 - March 2013
Kansas Corporation Commission May 2010 - August 2011
U.S. District Court August 2009 - May 2010
Boston Financial Data Services May 2006 - July 2008
Skills
Legal Research, Appeals, Legal Writing
Education
Washburn University 2008 — 2010
Juris Doctorate
The University of Kansas 2002 — 2007
B.A., Political Science, International Studies
Kansas Corporation Commission August 2011 - March 2013
Kansas Corporation Commission May 2010 - August 2011
U.S. District Court August 2009 - May 2010
Boston Financial Data Services May 2006 - July 2008
Skills
Legal Research, Appeals, Legal Writing
Education
Washburn University 2008 — 2010
Juris Doctorate
The University of Kansas 2002 — 2007
B.A., Political Science, International Studies
Anthony Frook's Boston Financial Data Services Experience September 2013 - April 2014
Job Delivery Analyst at Netsmart Technologies, Inc.
Industry Information Technology and Services
Experience
Netsmart Technologies June 2015 - Present
Americo Financial Life and Annuity May 2014 - August 2014
Boston Financial Data Services September 2013 - April 2014
Skills
Investments, Finance, Securities, Bloomberg, Healthcare Information..., SQL, Mutual Funds, Healthcare Consulting, Financial Analysis, Medical Billing, Public Speaking, Statistical Data..., Teamwork, Oracle SQL Developer
Education
University of Kansas 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, Information Systems
Netsmart Technologies June 2015 - Present
Americo Financial Life and Annuity May 2014 - August 2014
Boston Financial Data Services September 2013 - April 2014
Skills
Investments, Finance, Securities, Bloomberg, Healthcare Information..., SQL, Mutual Funds, Healthcare Consulting, Financial Analysis, Medical Billing, Public Speaking, Statistical Data..., Teamwork, Oracle SQL Developer
Education
University of Kansas 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, Information Systems
Michael Crilly's Boston Financial Data Services Experience June 2013 - December 2014
Job Supplier Relationship Manager Intern at C2FO
Industry Accounting
Experience
C2FO April 2015 - Present
EY January 2015 - March 2015
Boston Financial Data Services June 2013 - December 2014
Skills
Microsoft Excel, External Audit, Financial Audits, Financial Accounting, Cost Accounting, Customer Service, Mutual Funds, Time Management, Analysis, Accounts Payable &..., Assurance, Microsoft Office, Working Capital..., Liquidity Analysis, Salesforce.com, Lead Generation
Education
University of Kansas 2015 — 2016
Masters of Accounting, Accounting
University of Kansas 2009 — 2014
Bachelor of Science (B.S.), Accounting
Shawnee Mission West 2005 — 2008
C2FO April 2015 - Present
EY January 2015 - March 2015
Boston Financial Data Services June 2013 - December 2014
Skills
Microsoft Excel, External Audit, Financial Audits, Financial Accounting, Cost Accounting, Customer Service, Mutual Funds, Time Management, Analysis, Accounts Payable &..., Assurance, Microsoft Office, Working Capital..., Liquidity Analysis, Salesforce.com, Lead Generation
Education
University of Kansas 2015 — 2016
Masters of Accounting, Accounting
University of Kansas 2009 — 2014
Bachelor of Science (B.S.), Accounting
Shawnee Mission West 2005 — 2008
Andrew Euston's Boston Financial Data Services Experience August 2011 - May 2013
Job VP Business Development at InHub LLC
Industry Marketing and Advertising
Experience
InHub LLC May 2014 - Present
Groupon September 2013 - April 2014
Boston Financial Data Services August 2011 - May 2013
TD Ameritrade May 2012 - August 2012
Skills
Sales, Financial Analysis, Marketing, Microsoft Excel, Social Media Marketing, PowerPoint, Sales Process, CRM Integration, Strategic Partnerships, Salesforce.com, New Business Development, Email Marketing, Sales Presentations, Start-ups, Business Advisory, Strategic Financial..., Social Media, Financial Services, Problem Solving, Landing Page..., RFP Design, Project Management, LinkedIn Advertising, Google Adwords
Education
University of Kansas 2009 — 2013
BS, Finance
InHub LLC May 2014 - Present
Groupon September 2013 - April 2014
Boston Financial Data Services August 2011 - May 2013
TD Ameritrade May 2012 - August 2012
Skills
Sales, Financial Analysis, Marketing, Microsoft Excel, Social Media Marketing, PowerPoint, Sales Process, CRM Integration, Strategic Partnerships, Salesforce.com, New Business Development, Email Marketing, Sales Presentations, Start-ups, Business Advisory, Strategic Financial..., Social Media, Financial Services, Problem Solving, Landing Page..., RFP Design, Project Management, LinkedIn Advertising, Google Adwords
Education
University of Kansas 2009 — 2013
BS, Finance
Kevin Waltz's Boston Financial Data Services Experience November 1997 - November 1999
Job IT Project Manager at Partners HealthCare
Industry Information Technology and Services
Experience
Partners HealthCare August 2015 - Present
Southcoast Health System & Southcoast Hospitals Group May 2013 - Present
Intuitive Networking Inc. January 2003 - Present
Accenture March 2012 - January 2013
IBM Global Services June 2011 - March 2012
CGI 2004 - 2010
IMRGLOBAL November 2000 - November 2002
DynisCo November 1999 - November 2000
Boston Financial Data Services November 1997 - November 1999
Safety1st February 1995 - November 1997
Skills
Security, SDLC, VPN, Business Analysis, Management, Network Security, Vendor Management, Leadership, IT Strategy, Computer Security, Enterprise Architecture, Program Management, Software Project..., PMO, IT Project & Program..., Full project lifecycle..., Third Party Vendor..., Global Deployment, Qualys, Project Status Reporting, Symantec Endpoint..., ITIL, Requirements Analysis, Business Process..., Cloud Computing, Managing Project Budgets, Bluecoat, IT Project Lifecycle, End-to-End Project..., Resource Coordination, Global Implementations, Global Rollouts, Proventia, Host Intrusion..., Cisco WAN, MPLS Networking, Service Provider..., MPLS VPN, Scope Planning, Manage client..., Third Party Integration, Riverbed, WAN Optimisation, Checkpoint Security, Managed File Transfer, Epic Systems, Citrix XenApp, Cisco UCS, EMC VMAX
Education
Southern New Hampshire University 2011 — 2013
Bachelor's degree, Computer Information Technology, 3.25 GPA
Southern New Hampshire University 2013 — 2015
Master of Business Administration (M.B.A.), Information Technology Project Management, 3.11
Partners HealthCare August 2015 - Present
Southcoast Health System & Southcoast Hospitals Group May 2013 - Present
Intuitive Networking Inc. January 2003 - Present
Accenture March 2012 - January 2013
IBM Global Services June 2011 - March 2012
CGI 2004 - 2010
IMRGLOBAL November 2000 - November 2002
DynisCo November 1999 - November 2000
Boston Financial Data Services November 1997 - November 1999
Safety1st February 1995 - November 1997
Skills
Security, SDLC, VPN, Business Analysis, Management, Network Security, Vendor Management, Leadership, IT Strategy, Computer Security, Enterprise Architecture, Program Management, Software Project..., PMO, IT Project & Program..., Full project lifecycle..., Third Party Vendor..., Global Deployment, Qualys, Project Status Reporting, Symantec Endpoint..., ITIL, Requirements Analysis, Business Process..., Cloud Computing, Managing Project Budgets, Bluecoat, IT Project Lifecycle, End-to-End Project..., Resource Coordination, Global Implementations, Global Rollouts, Proventia, Host Intrusion..., Cisco WAN, MPLS Networking, Service Provider..., MPLS VPN, Scope Planning, Manage client..., Third Party Integration, Riverbed, WAN Optimisation, Checkpoint Security, Managed File Transfer, Epic Systems, Citrix XenApp, Cisco UCS, EMC VMAX
Education
Southern New Hampshire University 2011 — 2013
Bachelor's degree, Computer Information Technology, 3.25 GPA
Southern New Hampshire University 2013 — 2015
Master of Business Administration (M.B.A.), Information Technology Project Management, 3.11
Joie Kennedy Douglas's Boston Financial Data Services Experience 1996 - 1999
Job Regional Sales Manager at Cornerstone OnDemand
Industry Computer Software
Experience
Cornerstone OnDemand June 2013 - Present
SuccessFactors- an SAP company April 2012 - May 2013
Careerbuilder.com September 2008 - April 2012
Resolvit January 2005 - September 2008
Infinity Broadcasting, WHFS 2003 - 2004
Ocean Broadcasting 1999 - 2003
Boston Financial Data Services 1996 - 1999
Skills
Business Development, Sales, Account Management, Salesforce.com, Applicant Tracking..., Cold Calling, Talent Acquisition, Technical Recruiting, Human Resources, Recruiting, Selling, Negotiation, Online Advertising, Management, Program Management, Direct Marketing, Advertising, New Business Development, Vendor Management, Analysis, Enterprise Software, Sales Process, Solution Selling, Sales Presentations, Talent Management, Training, Internet Recruiting, CRM, Professional Services, Building Relationships, Sales Management, Social Media, Cloud Computing, Business Analysis, Team Building, Customer Retention, Strategy, Consulting, Sourcing, B2B, Lead Generation, SEO, Leadership, Direct Sales, SaaS, Telecommunications, Contract Negotiation, Sales Operations, Strategic Partnerships, Marketing
Education
Suffolk University - Sawyer School of Management 1996 — 1999
MBA, Master of Business Administration
University of Massachusetts Boston
Bachelor of Science, Management / Marketing
Cornerstone OnDemand June 2013 - Present
SuccessFactors- an SAP company April 2012 - May 2013
Careerbuilder.com September 2008 - April 2012
Resolvit January 2005 - September 2008
Infinity Broadcasting, WHFS 2003 - 2004
Ocean Broadcasting 1999 - 2003
Boston Financial Data Services 1996 - 1999
Skills
Business Development, Sales, Account Management, Salesforce.com, Applicant Tracking..., Cold Calling, Talent Acquisition, Technical Recruiting, Human Resources, Recruiting, Selling, Negotiation, Online Advertising, Management, Program Management, Direct Marketing, Advertising, New Business Development, Vendor Management, Analysis, Enterprise Software, Sales Process, Solution Selling, Sales Presentations, Talent Management, Training, Internet Recruiting, CRM, Professional Services, Building Relationships, Sales Management, Social Media, Cloud Computing, Business Analysis, Team Building, Customer Retention, Strategy, Consulting, Sourcing, B2B, Lead Generation, SEO, Leadership, Direct Sales, SaaS, Telecommunications, Contract Negotiation, Sales Operations, Strategic Partnerships, Marketing
Education
Suffolk University - Sawyer School of Management 1996 — 1999
MBA, Master of Business Administration
University of Massachusetts Boston
Bachelor of Science, Management / Marketing
MarJean Cosentino's Boston Financial Data Services Experience October 2004 - November 2005
Job
Industry Information Technology and Services
Experience
Envestnet, Inc June 2014 - Present
Lexington Solutions May 2010 - June 2014
FundQuest August 2008 - April 2010
Fundquest October 2007 - August 2008
FundQuest October 2005 - October 2007
Boston Financial Data Services October 2004 - November 2005
Boston Financial Data Services October 2003 - October 2004
Boston Financial Data Services January 2003 - October 2003
Skills
Software Documentation, Visio, Access, Business Analysis, Outlook, PowerPoint, Mutual Funds, Microsoft Excel, Process Improvement, Analysis, Project Management, Requirements Gathering, Agile Methodologies, Documentum, Confluence, Requirements..., Defining Requirements, User Acceptance Testing, Troubleshooting, Kaizen, MadCap Flare, SQL, Microsoft Word, Business Requirements, Management, CRM, SharePoint, SDLC, Testing, Requirements Analysis, Leadership
Education
Boston University Corp Education Center 2008 — 2009
Simmons College 1998 — 2002
BS, MIS
Envestnet, Inc June 2014 - Present
Lexington Solutions May 2010 - June 2014
FundQuest August 2008 - April 2010
Fundquest October 2007 - August 2008
FundQuest October 2005 - October 2007
Boston Financial Data Services October 2004 - November 2005
Boston Financial Data Services October 2003 - October 2004
Boston Financial Data Services January 2003 - October 2003
Skills
Software Documentation, Visio, Access, Business Analysis, Outlook, PowerPoint, Mutual Funds, Microsoft Excel, Process Improvement, Analysis, Project Management, Requirements Gathering, Agile Methodologies, Documentum, Confluence, Requirements..., Defining Requirements, User Acceptance Testing, Troubleshooting, Kaizen, MadCap Flare, SQL, Microsoft Word, Business Requirements, Management, CRM, SharePoint, SDLC, Testing, Requirements Analysis, Leadership
Education
Boston University Corp Education Center 2008 — 2009
Simmons College 1998 — 2002
BS, MIS
Julie Colucci's Boston Financial Data Services Experience October 2005 - February 2006
Job Client Account Team Supervisor at BTS Asset Management
Industry Financial Services
Experience
BTS Asset Management October 2010 - Present
Silver Bridge Advisors February 2008 - July 2010
Silver Bridge Advisors February 2006 - February 2008
Boston Financial Data Services October 2005 - February 2006
Natixis Global Associates November 2003 - September 2005
Natixis Global Advisors September 2002 - November 2003
Fidelity Investments September 2001 - August 2002
Enmed Inc. September 2000 - April 2001
Consumer Credit Counseling Service February 1994 - September 2000
Skills
Financial Services, Management, Mutual Funds, Portfolio Management, Process Improvement, CRM, Analysis, Asset Allocation
Education
State University of New York College at Geneseo 1987 — 1991
BS, Elementary Education
BTS Asset Management October 2010 - Present
Silver Bridge Advisors February 2008 - July 2010
Silver Bridge Advisors February 2006 - February 2008
Boston Financial Data Services October 2005 - February 2006
Natixis Global Associates November 2003 - September 2005
Natixis Global Advisors September 2002 - November 2003
Fidelity Investments September 2001 - August 2002
Enmed Inc. September 2000 - April 2001
Consumer Credit Counseling Service February 1994 - September 2000
Skills
Financial Services, Management, Mutual Funds, Portfolio Management, Process Improvement, CRM, Analysis, Asset Allocation
Education
State University of New York College at Geneseo 1987 — 1991
BS, Elementary Education
Robert Barry's Boston Financial Data Services Experience April 1997 - August 1999
Job Vice President, Compliance Manager at State Street
Industry Financial Services
Experience
State Street January 2015 - Present
Ameriprise Financial / Columbia Management May 2009 - January 2015
Bank of America / Columbia Management April 2006 - May 2009
Fidelity Investments October 2005 - April 2006
IXIS Asset Management August 1999 - September 2005
Boston Financial Data Services April 1997 - August 1999
Skills
Mutual Funds, Asset Managment, Due Diligence, Series 63, Compliance Testing, Compliance Oversight, FINRA, Compliance Training, AML, Financial Services, Asset Management, Transfer Agency, Series 6, Series 26, Compliance Monitoring, Service Providers, Investment Company Act, Fund Administration, Process Improvement, Securities Regulation, Anti Money Laundering, Equities, Fixed Income, Risk Management, Financial Risk, Securities
Education
Suffolk University 1990 — 1994
Bachelor of Science (B.S.), Political Science and American History
State Street January 2015 - Present
Ameriprise Financial / Columbia Management May 2009 - January 2015
Bank of America / Columbia Management April 2006 - May 2009
Fidelity Investments October 2005 - April 2006
IXIS Asset Management August 1999 - September 2005
Boston Financial Data Services April 1997 - August 1999
Skills
Mutual Funds, Asset Managment, Due Diligence, Series 63, Compliance Testing, Compliance Oversight, FINRA, Compliance Training, AML, Financial Services, Asset Management, Transfer Agency, Series 6, Series 26, Compliance Monitoring, Service Providers, Investment Company Act, Fund Administration, Process Improvement, Securities Regulation, Anti Money Laundering, Equities, Fixed Income, Risk Management, Financial Risk, Securities
Education
Suffolk University 1990 — 1994
Bachelor of Science (B.S.), Political Science and American History
Clovis Celestin's Boston Financial Data Services Experience September 1994 - October 2000
Job Experienced Thought Leader
Industry Information Technology and Services
Experience
Organizational Intelligence, LLC November 2010 - Present
Reid-Celestin LLC January 2011 - March 2015
Safeway October 2005 - January 2011
CIBER 2004 - 2006
Wells Fargo October 2004 - September 2005
Southern Wine & Spirits January 2003 - September 2004
Beacon Health Strategies September 2000 - November 2002
Boston Financial Data Services September 1994 - October 2000
Skills
SDLC, Business Intelligence, Vendor Management, Business Analysis, Integration, Data Warehousing, Management, Databases, IT Strategy, Process Improvement, Cross-functional Team..., E-commerce, Strategy, Software Development, Leadership, Software Documentation, IT Management, Business Strategy, Enterprise Architecture, Database Design, Agile Methodologies, Program Management, Disaster Recovery, Budgets, Project Management, Training, Requirements Gathering, PMO, Requirements Analysis, SQL, IT Service Management, ERP, Business Process..., ITIL, ETL, Visio, Microsoft SQL Server, Cloud Computing, Software Project..., PMP, PL/SQL, SOA, MS Project, Solution Architecture, XML, SaaS, Information Technology, Consulting, SAS, IT Governance
Education
Suffolk University - Sawyer Business School 1992 — 1994
Bachelor of Science in Business Administration - CUM LAUDE, Management Information System
Organizational Intelligence, LLC November 2010 - Present
Reid-Celestin LLC January 2011 - March 2015
Safeway October 2005 - January 2011
CIBER 2004 - 2006
Wells Fargo October 2004 - September 2005
Southern Wine & Spirits January 2003 - September 2004
Beacon Health Strategies September 2000 - November 2002
Boston Financial Data Services September 1994 - October 2000
Skills
SDLC, Business Intelligence, Vendor Management, Business Analysis, Integration, Data Warehousing, Management, Databases, IT Strategy, Process Improvement, Cross-functional Team..., E-commerce, Strategy, Software Development, Leadership, Software Documentation, IT Management, Business Strategy, Enterprise Architecture, Database Design, Agile Methodologies, Program Management, Disaster Recovery, Budgets, Project Management, Training, Requirements Gathering, PMO, Requirements Analysis, SQL, IT Service Management, ERP, Business Process..., ITIL, ETL, Visio, Microsoft SQL Server, Cloud Computing, Software Project..., PMP, PL/SQL, SOA, MS Project, Solution Architecture, XML, SaaS, Information Technology, Consulting, SAS, IT Governance
Education
Suffolk University - Sawyer Business School 1992 — 1994
Bachelor of Science in Business Administration - CUM LAUDE, Management Information System
James Keefe's Boston Financial Data Services Experience October 2008 - March 2012
Job Material Coordinator / Buyer at Paradigm Precision
Industry Aviation & Aerospace
Experience
Paradigm Precision March 2012 - Present
Boston Financial Data Services October 2008 - March 2012
Pioneer Investments October 2007 - October 2008
Skills
Process Improvement, Customer Service, Business Analysis, Vendor Management, Relationship Management, Purchasing Negotiation, Purchasing Processes, Training, Leadership, Cross-functional Team..., Procurement, Operations Management, Change Management, Microsoft Excel, Program Management, Supply Chain Management, Team Building, Team Leadership
Education
Suffolk University 2003 — 2007
Bachelor of Arts (B.A.), Sociology
Paradigm Precision March 2012 - Present
Boston Financial Data Services October 2008 - March 2012
Pioneer Investments October 2007 - October 2008
Skills
Process Improvement, Customer Service, Business Analysis, Vendor Management, Relationship Management, Purchasing Negotiation, Purchasing Processes, Training, Leadership, Cross-functional Team..., Procurement, Operations Management, Change Management, Microsoft Excel, Program Management, Supply Chain Management, Team Building, Team Leadership
Education
Suffolk University 2003 — 2007
Bachelor of Arts (B.A.), Sociology
Lisa Tobasco's Boston Financial Data Services Experience October 2000 - June 2007
Job Procurement and Travel Services Manager
Industry Broadcast Media
Experience
The Weather Channel October 2007 - Present
Boston Financial Data Services October 2000 - June 2007
Boston Financial Data Services 1996 - 2000
Boston Financial Data Services 1990 - 1996
Skills
Negotiation, Contract Management, Procurement, Problem Solving, Process Improvement, Team Building, Business Travel, Strategy, Management, Purchasing, Budgets, Leadership, Project Management, Outsourcing, Project Planning, Vendor Management, Forecasting, Pricing, Business Process..., Cross-functional Team..., Sourcing, Contract Negotiation, Operations Management, Product Development, Supply Chain Management, Account Management, Change Management, New Business Development, Strategic Sourcing
Education
Suffolk University 1978 — 1982
The Weather Channel October 2007 - Present
Boston Financial Data Services October 2000 - June 2007
Boston Financial Data Services 1996 - 2000
Boston Financial Data Services 1990 - 1996
Skills
Negotiation, Contract Management, Procurement, Problem Solving, Process Improvement, Team Building, Business Travel, Strategy, Management, Purchasing, Budgets, Leadership, Project Management, Outsourcing, Project Planning, Vendor Management, Forecasting, Pricing, Business Process..., Cross-functional Team..., Sourcing, Contract Negotiation, Operations Management, Product Development, Supply Chain Management, Account Management, Change Management, New Business Development, Strategic Sourcing
Education
Suffolk University 1978 — 1982
Steve Pelaggi's Boston Financial Data Services Experience November 2004 - Present
Job Senior Data Security Administrator at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services November 2004 - Present
Boston Financial Data Services November 2002 - November 2004
Boston Financial Data Services December 1998 - November 2002
Boston Financial Data Services July 1996 - December 1998
State Street Bank and Trust Company 1991 - 1993
Talbots 1988 - 1991
Fidelity Investments 1985 - 1988
Symbolics, Inc. 1982 - 1985
Prime Computer, Inc. 1980 - 1982
State Street Bank and Trust Company 1978 - 1980
Skills
Information Security, Information Security..., PeopleSoft, Access, Project Management, Security, Requirements Analysis, Analysis, Mutual Funds, Operations Management, Troubleshooting, Team Leadership, Leadership, Outlook, Microsoft Office, Customer Service, Management, Risk Management, Vendor Management, Business Continuity, TA2000, AWD, SDLC, Software Documentation, Business Analysis, Disaster Recovery, Process Improvement, Financial Services, Business Process..., Program Management, CRM, Requirements Gathering, Relationship Management
Education
Suffolk University - Sawyer School of Management
MBA, Management
Suffolk University - Sawyer School of Management
BSBA, Accounting
Boston Financial Data Services November 2004 - Present
Boston Financial Data Services November 2002 - November 2004
Boston Financial Data Services December 1998 - November 2002
Boston Financial Data Services July 1996 - December 1998
State Street Bank and Trust Company 1991 - 1993
Talbots 1988 - 1991
Fidelity Investments 1985 - 1988
Symbolics, Inc. 1982 - 1985
Prime Computer, Inc. 1980 - 1982
State Street Bank and Trust Company 1978 - 1980
Skills
Information Security, Information Security..., PeopleSoft, Access, Project Management, Security, Requirements Analysis, Analysis, Mutual Funds, Operations Management, Troubleshooting, Team Leadership, Leadership, Outlook, Microsoft Office, Customer Service, Management, Risk Management, Vendor Management, Business Continuity, TA2000, AWD, SDLC, Software Documentation, Business Analysis, Disaster Recovery, Process Improvement, Financial Services, Business Process..., Program Management, CRM, Requirements Gathering, Relationship Management
Education
Suffolk University - Sawyer School of Management
MBA, Management
Suffolk University - Sawyer School of Management
BSBA, Accounting
Pamela Trenholm's Boston Financial Data Services Experience 1990 - 1994
Job Director, Product Management, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2012 - Present
Fidelity Investments November 2005 - September 2012
State Street Bank March 2005 - November 2005
Putnam Investments 1994 - 2004
Boston Financial Data Services 1990 - 1994
Skills
SDLC, Vendor Management, Business Requirements, Systems Analysis, Agile Methodologies, Visio, Business Analysis
Education
Suffolk University 1994 — 1999
Masters, Business Administration
Suffolk University 1990 — 1994
Bachelors, Accounting
Fidelity Investments September 2012 - Present
Fidelity Investments November 2005 - September 2012
State Street Bank March 2005 - November 2005
Putnam Investments 1994 - 2004
Boston Financial Data Services 1990 - 1994
Skills
SDLC, Vendor Management, Business Requirements, Systems Analysis, Agile Methodologies, Visio, Business Analysis
Education
Suffolk University 1994 — 1999
Masters, Business Administration
Suffolk University 1990 — 1994
Bachelors, Accounting
Derek Crossman's Boston Financial Data Services Experience August 2005 - November 2005
Job Investment Professional at Nationwide Insurance
Industry Financial Services
Experience
Nationwide Insurance May 2014 - Present
Nationwide Insurance July 2009 - Present
Nationwide Insurance February 2008 - July 2009
Nationwide Insurance November 2005 - February 2008
Boston Financial Data Services August 2005 - November 2005
Boston Financial Data Services January 2000 - July 2005
Boston Financial Data Services May 1999 - December 2000
Boston Financial Data Services March 1998 - May 1999
Boston Financial Data Services August 1997 - March 1998
Boston Financial Data Services February 1997 - August 1997
Skills
PMP, Process Improvement, Requirements Gathering, SDLC
Education
Stonehill College 1991 — 1995
Nationwide Insurance May 2014 - Present
Nationwide Insurance July 2009 - Present
Nationwide Insurance February 2008 - July 2009
Nationwide Insurance November 2005 - February 2008
Boston Financial Data Services August 2005 - November 2005
Boston Financial Data Services January 2000 - July 2005
Boston Financial Data Services May 1999 - December 2000
Boston Financial Data Services March 1998 - May 1999
Boston Financial Data Services August 1997 - March 1998
Boston Financial Data Services February 1997 - August 1997
Skills
PMP, Process Improvement, Requirements Gathering, SDLC
Education
Stonehill College 1991 — 1995
jane mccafferty's Boston Financial Data Services Experience 1982 - 2007
Job Financial Services Professional
Industry Financial Services
Experience
J PMorgan 2008 - Present
Boston Financial Data Services 1982 - 2007
Skills
Conversions
Education
Stonehill College 1971 — 1975
J PMorgan 2008 - Present
Boston Financial Data Services 1982 - 2007
Skills
Conversions
Education
Stonehill College 1971 — 1975
Martin Ouellette's Boston Financial Data Services Experience 1993 - 1998
Job Managing Director at InvestTech Systems Consulting
Industry Information Technology and Services
Experience
InvestTech Systems Consulting September 2011 - Present
Solutions Advisory Partners April 2010 - September 2011
Beyond Insight Inc April 2010 - September 2011
ING Investment Management July 2007 - March 2010
EAGLE INVESTMENT SYSTEMS, INC August 2000 - June 2007
Investors Bank and Trust August 1998 - August 2000
Boston Financial Data Services 1993 - 1998
Education
University of Massachusetts Dartmouth 1989 — 1995
Masters, Business Administration
Stonehill College 1984 — 1988
Bachelor of Science, Business Administration
InvestTech Systems Consulting September 2011 - Present
Solutions Advisory Partners April 2010 - September 2011
Beyond Insight Inc April 2010 - September 2011
ING Investment Management July 2007 - March 2010
EAGLE INVESTMENT SYSTEMS, INC August 2000 - June 2007
Investors Bank and Trust August 1998 - August 2000
Boston Financial Data Services 1993 - 1998
Education
University of Massachusetts Dartmouth 1989 — 1995
Masters, Business Administration
Stonehill College 1984 — 1988
Bachelor of Science, Business Administration
Danielle Alli's Boston Financial Data Services Experience July 2005 - February 2008
Job Educator
Industry Primary/Secondary Education
Experience
Charlestown High School September 2013 - Present
Boston Arts Academy September 2012 - June 2013
DST Retirement Solutions April 2009 - August 2012
Athena Capital Advisors February 2008 - December 2008
Boston Financial Data Services July 2005 - February 2008
WHDH-TV January 2005 - May 2005
Tufts University International Center February 2004 - May 2005
United Nations Association of Greater Boston June 2004 - September 2004
Youth Employment Summit June 2002 - September 2002
Skills
Marketing, International Relations, Research, Salesforce.com, Proposal Writing, PowerPoint, Newsletters, Microsoft Excel, Management, Policy, Microsoft Word, Market Research, Business Development, Financial Services, Microsoft Office, Customer Service, Outlook, Data Analysis, Project Management, Analysis
Education
Tufts University 2012 — 2013
Master of Arts (M.A.), Secondary Education and Teaching
University of Massachusetts Boston 2006 — 2008
Masters of Science, International Public Affairs
Tufts University 2001 — 2005
Bachelor of Arts, Middle Eastern Studies and International Relations
The American University in Cairo 2003 — 2003
Certificate, Arabic Language Institute
Charlestown High School September 2013 - Present
Boston Arts Academy September 2012 - June 2013
DST Retirement Solutions April 2009 - August 2012
Athena Capital Advisors February 2008 - December 2008
Boston Financial Data Services July 2005 - February 2008
WHDH-TV January 2005 - May 2005
Tufts University International Center February 2004 - May 2005
United Nations Association of Greater Boston June 2004 - September 2004
Youth Employment Summit June 2002 - September 2002
Skills
Marketing, International Relations, Research, Salesforce.com, Proposal Writing, PowerPoint, Newsletters, Microsoft Excel, Management, Policy, Microsoft Word, Market Research, Business Development, Financial Services, Microsoft Office, Customer Service, Outlook, Data Analysis, Project Management, Analysis
Education
Tufts University 2012 — 2013
Master of Arts (M.A.), Secondary Education and Teaching
University of Massachusetts Boston 2006 — 2008
Masters of Science, International Public Affairs
Tufts University 2001 — 2005
Bachelor of Arts, Middle Eastern Studies and International Relations
The American University in Cairo 2003 — 2003
Certificate, Arabic Language Institute
Andrew Apjohn's Boston Financial Data Services Experience May 2008 - August 2008
Job at Smith & Brink, P.C.
Industry Law Practice
Experience
Smith & Brink, P.C. September 2009 - Present
Boston Financial Data Services May 2008 - August 2008
Lennon Law Offices May 2007 - August 2007
Education
Suffolk University Law School 2006 — 2009
JD, Law
Syracuse University 2002 — 2006
BA, Political Science, Policy Studies, Philosophy
Smith & Brink, P.C. September 2009 - Present
Boston Financial Data Services May 2008 - August 2008
Lennon Law Offices May 2007 - August 2007
Education
Suffolk University Law School 2006 — 2009
JD, Law
Syracuse University 2002 — 2006
BA, Political Science, Policy Studies, Philosophy
Jim Lockhead's Boston Financial Data Services Experience August 2011 - Present
Job Division Vice President at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services August 2011 - Present
Weymouth School Committee January 2001 - December 2009
Education
Suffolk University - Sawyer Business School 1983 — 1992
MBA, Management
Suffolk University - Sawyer Business School 1979 — 1981
BS, Public Administration
Boston Financial Data Services August 2011 - Present
Weymouth School Committee January 2001 - December 2009
Education
Suffolk University - Sawyer Business School 1983 — 1992
MBA, Management
Suffolk University - Sawyer Business School 1979 — 1981
BS, Public Administration
Goda Sekmokaite's Boston Financial Data Services Experience July 2010 - October 2011
Job Staff Auditor at Harvard University
Industry Higher Education
Experience
Harvard University July 2013 - Present
Harvard University October 2011 - July 2013
Boston Financial Data Services July 2010 - October 2011
Boston Financial Data Services October 2008 - July 2010
Pioneer Investments June 2007 - October 2008
Harvard Medical School October 2004 - June 2007
Baystate Financial Services September 2006 - January 2007
Skills
Microsoft Office, Customer Service, Problem Solving, Data Analysis, Financial Analysis, Writing, Leadership, Outlook
Education
Simmons College 2003 — 2007
BA, Finance, Spanish
Harvard University July 2013 - Present
Harvard University October 2011 - July 2013
Boston Financial Data Services July 2010 - October 2011
Boston Financial Data Services October 2008 - July 2010
Pioneer Investments June 2007 - October 2008
Harvard Medical School October 2004 - June 2007
Baystate Financial Services September 2006 - January 2007
Skills
Microsoft Office, Customer Service, Problem Solving, Data Analysis, Financial Analysis, Writing, Leadership, Outlook
Education
Simmons College 2003 — 2007
BA, Finance, Spanish
Kristen Malerba-Smith, PMP, MBA's Boston Financial Data Services Experience March 2011 - May 2014
Job Director of Engagement Management, Client Services at DataXu
Industry Information Technology and Services
Experience
DataXu June 2014 - Present
Boston Financial Data Services March 2011 - May 2014
Omgeo August 2009 - January 2011
Business Intelligence Technology Advisors, Inc. July 2008 - June 2009
Ascend Consulting November 2002 - July 2008
PwC Consulting February 1999 - October 2003
Cambridge Technology Partners January 1998 - February 1999
Skills
PMP, Project Management, SDLC, PMO, Agile Methodologies, Business Analysis, Business Process..., Business Process, Program Management, Process Improvement, Risk Management, Management Consulting, Financial Services, Business Intelligence, Requirements Gathering, Enterprise Software, Professional Services
Education
Project Management Institute 2005 — 2005
PMP, Project Management
Suffolk University - Sawyer Business School 1995 — 1998
MBA, Consulting / Organizational Behavior
Syracuse University 1990 — 1994
BA, Psychology
DataXu June 2014 - Present
Boston Financial Data Services March 2011 - May 2014
Omgeo August 2009 - January 2011
Business Intelligence Technology Advisors, Inc. July 2008 - June 2009
Ascend Consulting November 2002 - July 2008
PwC Consulting February 1999 - October 2003
Cambridge Technology Partners January 1998 - February 1999
Skills
PMP, Project Management, SDLC, PMO, Agile Methodologies, Business Analysis, Business Process..., Business Process, Program Management, Process Improvement, Risk Management, Management Consulting, Financial Services, Business Intelligence, Requirements Gathering, Enterprise Software, Professional Services
Education
Project Management Institute 2005 — 2005
PMP, Project Management
Suffolk University - Sawyer Business School 1995 — 1998
MBA, Consulting / Organizational Behavior
Syracuse University 1990 — 1994
BA, Psychology
Patricia Iannucci's Boston Financial Data Services Experience September 2014 - Present
Job Manager at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services September 2014 - Present
Skills
Process Improvement, Mutual Funds, Securities, Financial Services, Management Consulting, Investments, Client Services, Business Analysis, Risk Management, Analysis, Change Management
Education
Suffolk University
BS
Boston Financial Data Services September 2014 - Present
Skills
Process Improvement, Mutual Funds, Securities, Financial Services, Management Consulting, Investments, Client Services, Business Analysis, Risk Management, Analysis, Change Management
Education
Suffolk University
BS
Casey Cook's Boston Financial Data Services Experience 2007 - 2008
Job Account Executive at Provista
Industry Hospital & Health Care
Experience
Provista 2013 - Present
PlattForm 2012 - 2013
PlattForm 2011 - 2012
Cassidy Turley 2008 - 2011
Boston Financial Data Services 2007 - 2008
Skills
Account Management, Strategic Planning, Sales, Customer Service, Salesforce.com
Education
University of Kansas 2003 — 2008
BS, Communications, Business
Provista 2013 - Present
PlattForm 2012 - 2013
PlattForm 2011 - 2012
Cassidy Turley 2008 - 2011
Boston Financial Data Services 2007 - 2008
Skills
Account Management, Strategic Planning, Sales, Customer Service, Salesforce.com
Education
University of Kansas 2003 — 2008
BS, Communications, Business
Patricia Foley's Boston Financial Data Services Experience 1987 - 2007
Job Compliance Advisor AntiMoney Laundering Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2007 - Present
Boston Financial Data Services 1987 - 2007
Skills
OFAC, AML, Financial Services, Risk Management, FINRA, Mutual Funds, Due Diligence, KYC, Process Improvement, Securities, Operational Risk..., Insurance
Education
Stonehill College
Paralegal Studies
Fidelity Investments August 2007 - Present
Boston Financial Data Services 1987 - 2007
Skills
OFAC, AML, Financial Services, Risk Management, FINRA, Mutual Funds, Due Diligence, KYC, Process Improvement, Securities, Operational Risk..., Insurance
Education
Stonehill College
Paralegal Studies
Carol McGrath-Pestilli's Boston Financial Data Services Experience January 2003 - Present
Job Senior Settlement Consultant at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services January 2003 - Present
Boston Financial Data Services 1990 - 2014
Boston Financial Data Services February 1996 - January 2003
Skills
Class Action..., Business Development, Mutual Funds, Strategic Planning, Project Management, Risk Management, Process Improvement, Business Analysis, Program Management, Forecasting, Team Building, Operations Management, Quality Assurance, Sales, Customer Service, Microsoft Word, Microsoft Excel, PowerPoint, Finance, Financial Services, Management, Vendor Management, Call Centers, Analysis, Securities
Education
Stonehill College 1985 — 1989
BA, Psychology, Engineering
Whitman Hanson Regional High School 1982 — 1985
Boston Financial Data Services January 2003 - Present
Boston Financial Data Services 1990 - 2014
Boston Financial Data Services February 1996 - January 2003
Skills
Class Action..., Business Development, Mutual Funds, Strategic Planning, Project Management, Risk Management, Process Improvement, Business Analysis, Program Management, Forecasting, Team Building, Operations Management, Quality Assurance, Sales, Customer Service, Microsoft Word, Microsoft Excel, PowerPoint, Finance, Financial Services, Management, Vendor Management, Call Centers, Analysis, Securities
Education
Stonehill College 1985 — 1989
BA, Psychology, Engineering
Whitman Hanson Regional High School 1982 — 1985
Minda McVetty's Boston Financial Data Services Experience April 2010 - April 2014
Job General Manager Thomaston Place Auction Galleries
Industry Fine Art
Experience
Thomaston Place Auction Galleries, Inc. March 2014 - Present
Boston Financial Data Services April 2010 - April 2014
Marine Systems Training Center January 2008 - January 2010
Dynamic Staffing Services & Pacific Placement Group 1995 - 2005
Skills
Management, Leadership, People Management, Collaborative Problem..., Marketing Strategy, Auction Management, Auctions, Human Resources, Project Management, Residential Homes, Online Auctions, Negotiation, Recruiting, Customer Satisfaction, Real Estate, Historical Renovations, People-oriented, Staffing Services, Investor Relations..., Education, Customer Service
Education
State University of New York College at Oneonta
Liberal Arts
Yorktown High School
High School
Thomaston Place Auction Galleries, Inc. March 2014 - Present
Boston Financial Data Services April 2010 - April 2014
Marine Systems Training Center January 2008 - January 2010
Dynamic Staffing Services & Pacific Placement Group 1995 - 2005
Skills
Management, Leadership, People Management, Collaborative Problem..., Marketing Strategy, Auction Management, Auctions, Human Resources, Project Management, Residential Homes, Online Auctions, Negotiation, Recruiting, Customer Satisfaction, Real Estate, Historical Renovations, People-oriented, Staffing Services, Investor Relations..., Education, Customer Service
Education
State University of New York College at Oneonta
Liberal Arts
Yorktown High School
High School
Jennifer Kelefant's Boston Financial Data Services Experience July 2013 - Present
Job at
Industry Financial Services
Experience
Boston Financial Data Services July 2013 - Present
State Street December 2005 - Present
Merrimack Valley Legal Services January 2011 - June 2012
Education
Suffolk University Law School 2006 — 2010
JD
Boston Financial Data Services July 2013 - Present
State Street December 2005 - Present
Merrimack Valley Legal Services January 2011 - June 2012
Education
Suffolk University Law School 2006 — 2010
JD
Maryellen Horgan-Currier's Boston Financial Data Services Experience June 1996 - July 1997
Job Proven fundraising leader
Industry Fund-Raising
Experience
Harvard Medical School April 2014 - Present
Blessed Sacrament School October 2010 - July 2013
Independent August 2004 - June 2010
Pine Street Inn March 2000 - April 2004
Pine Street Inn August 1997 - February 2000
Boston Financial Data Services June 1996 - July 1997
Skills
Fundraising, Annual Giving, Proposal Writing, Grants, Direct Marketing, Event Planning, Public Relations, Strategic Planning, Media Relations, Customer Relations, Nonprofits, Volunteer Management, Newsletters, Community Outreach, Customer Service, Social Media, Stewardship, Capital Campaigns, Copy Editing, Major Gift Development, Donor Recognition, Donor Management, Capital Campaign..., Solicitation, Raiser's Edge, Grant Writing, Leadership, Program Development, Board Development, Leadership Development, Event Management, Annual Fund, Philanthropy, Editing, Fundraisers, Community Development, Higher Education, Planned Giving, Research, Program Management, Prospect Research
Education
State University of New York College at Brockport
BA
Harvard Medical School April 2014 - Present
Blessed Sacrament School October 2010 - July 2013
Independent August 2004 - June 2010
Pine Street Inn March 2000 - April 2004
Pine Street Inn August 1997 - February 2000
Boston Financial Data Services June 1996 - July 1997
Skills
Fundraising, Annual Giving, Proposal Writing, Grants, Direct Marketing, Event Planning, Public Relations, Strategic Planning, Media Relations, Customer Relations, Nonprofits, Volunteer Management, Newsletters, Community Outreach, Customer Service, Social Media, Stewardship, Capital Campaigns, Copy Editing, Major Gift Development, Donor Recognition, Donor Management, Capital Campaign..., Solicitation, Raiser's Edge, Grant Writing, Leadership, Program Development, Board Development, Leadership Development, Event Management, Annual Fund, Philanthropy, Editing, Fundraisers, Community Development, Higher Education, Planned Giving, Research, Program Management, Prospect Research
Education
State University of New York College at Brockport
BA
Corky Harris's Boston Financial Data Services Experience President- KSSKoch industries-Koch Supply Services1996 - 2000
Job VP at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services President- KSSKoch industries-Koch Supply Services1996 - 2000
Skills
Transfer Agency, Mutual Funds, Management, Process Improvement, Relationship Management, Risk Management, Retirement, Call Center, Financial Services, Investments, Vendor Management, Program Management, Business Analysis, Requirements Gathering, Project Management
Education
Texas Tech University 1970 — 1975
Bachelor of Science, Electrical Engineering
Boston Financial Data Services President- KSSKoch industries-Koch Supply Services1996 - 2000
Skills
Transfer Agency, Mutual Funds, Management, Process Improvement, Relationship Management, Risk Management, Retirement, Call Center, Financial Services, Investments, Vendor Management, Program Management, Business Analysis, Requirements Gathering, Project Management
Education
Texas Tech University 1970 — 1975
Bachelor of Science, Electrical Engineering
Jennifer Sylvester's Boston Financial Data Services Experience October 2008 - Present
Job Project Manager at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services October 2008 - Present
Boston Financial Data Services May 2005 - September 2008
Boston Financial Data Services October 2001 - May 2005
Boston Financial Data Services January 2000 - October 2001
Boston Financial Data Services June 1999 - January 2000
Education
State University of New York College at Plattsburgh 1994 — 1996
Bachelor of Science, Business Management
State University of New York College of Agriculture and Technology at Cobleskill 1992 — 1994
Accounting
Boston Financial Data Services October 2008 - Present
Boston Financial Data Services May 2005 - September 2008
Boston Financial Data Services October 2001 - May 2005
Boston Financial Data Services January 2000 - October 2001
Boston Financial Data Services June 1999 - January 2000
Education
State University of New York College at Plattsburgh 1994 — 1996
Bachelor of Science, Business Management
State University of New York College of Agriculture and Technology at Cobleskill 1992 — 1994
Accounting
Marckline Semenard's Boston Financial Data Services Experience July 2007 - 2008
Job DCS Conversion Analyst II at Boston Financial Data Services
Industry Financial Services
Experience
DST Retirement Solutions June 2002 - Present
Boston Financial Data Services July 2007 - 2008
Boston Financial Data Services June 2006 - July 2007
Boston Financial Data Services June 2002 - June 2006
Sovereign Bank April 2002 - June 2002
Skills
Financial Services, Securities, Banking, Investments, Financial Analysis, Requirements Gathering, Business Requirements, Back Office, Access, Mutual Funds, Qualified Retirement..., Customer Service, Business Analysis, Risk Management, Retirement Planning, Retirement
Education
Suffolk University 2000 — 2002
Bachelor degree, Economics
DST Retirement Solutions June 2002 - Present
Boston Financial Data Services July 2007 - 2008
Boston Financial Data Services June 2006 - July 2007
Boston Financial Data Services June 2002 - June 2006
Sovereign Bank April 2002 - June 2002
Skills
Financial Services, Securities, Banking, Investments, Financial Analysis, Requirements Gathering, Business Requirements, Back Office, Access, Mutual Funds, Qualified Retirement..., Customer Service, Business Analysis, Risk Management, Retirement Planning, Retirement
Education
Suffolk University 2000 — 2002
Bachelor degree, Economics
Christine Ferretti's Boston Financial Data Services Experience 1992 - 1994
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2015 - Present
State Street April 2007 - August 2015
State Street January 1994 - August 2015
State Street 2002 - 2007
State Street 1999 - 2002
State Street 1997 - 1999
State Street 1994 - 1997
Sears, Roebuck and Co. 1987 - 1995
Boston Financial Data Services 1992 - 1994
Skills
Fund Accounting, Financial Services, Fixed Income, Mutual Funds, Accounting, Management, Alternative Investments, Team Building, Customer Satisfaction, Building Relationships, Employee Training, Problem Solving, Team Management, Cross-functional Team..., Coaching, Customer Acquisition, Customer Service, Client Liaison, Client Presentation, Project Management, Hiring Employees, Global Custody, Investments, Derivatives, Fund Administration, Financial Analysis, Investment Management, Asset Management, Asset Allocation, Securities, Corporate Actions, Portfolio Management, Equities, Middle Office
Education
Stonehill College 1988 — 1992
Bachelors, Accounting, English
J.P. Morgan August 2015 - Present
State Street April 2007 - August 2015
State Street January 1994 - August 2015
State Street 2002 - 2007
State Street 1999 - 2002
State Street 1997 - 1999
State Street 1994 - 1997
Sears, Roebuck and Co. 1987 - 1995
Boston Financial Data Services 1992 - 1994
Skills
Fund Accounting, Financial Services, Fixed Income, Mutual Funds, Accounting, Management, Alternative Investments, Team Building, Customer Satisfaction, Building Relationships, Employee Training, Problem Solving, Team Management, Cross-functional Team..., Coaching, Customer Acquisition, Customer Service, Client Liaison, Client Presentation, Project Management, Hiring Employees, Global Custody, Investments, Derivatives, Fund Administration, Financial Analysis, Investment Management, Asset Management, Asset Allocation, Securities, Corporate Actions, Portfolio Management, Equities, Middle Office
Education
Stonehill College 1988 — 1992
Bachelors, Accounting, English
Chris Borge's Boston Financial Data Services Experience November 1991 - May 2003
Job VP Media Output & Data Management, Ascensus College Savings
Industry Financial Services
Experience
Ascensus March 2010 - Present
Upromise May 2007 - March 2010
DST Output May 2004 - May 2007
Boston Financial Data Services November 1991 - May 2003
Education
Stonehill College 1986 — 1990
BS, Marketing, Communications
Ascensus March 2010 - Present
Upromise May 2007 - March 2010
DST Output May 2004 - May 2007
Boston Financial Data Services November 1991 - May 2003
Education
Stonehill College 1986 — 1990
BS, Marketing, Communications
Ed Kenney's Boston Financial Data Services Experience April 2014 - Present
Job Retirement Plan Account Manager at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services April 2014 - Present
Skills
Employee Benefits, Analysis, Finance, Policy, Defined Benefit
Education
Stonehill College
Bachelor of Science, Business
Boston Financial Data Services April 2014 - Present
Skills
Employee Benefits, Analysis, Finance, Policy, Defined Benefit
Education
Stonehill College
Bachelor of Science, Business
Tom Doan's Boston Financial Data Services Experience June 2006 - August 2006
Job Intern at
Industry Museums and Institutions
Experience
New England Aquarium Asset Management InternTransit Realty AssociatesJune 2009 - Present
Boston Financial Data Services June 2006 - August 2006
Education
Suffolk University - Sawyer Business School 2007 — 2011
Bachelors, Management, ISOM
New England Aquarium Asset Management InternTransit Realty AssociatesJune 2009 - Present
Boston Financial Data Services June 2006 - August 2006
Education
Suffolk University - Sawyer Business School 2007 — 2011
Bachelors, Management, ISOM
David Eisenberger's Boston Financial Data Services Experience July 2010 - Present
Job Client Relationship Manager at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services July 2010 - Present
DST Systems January 2008 - July 2010
DST Systems January 2003 - January 2008
EW Group August 2001 - January 2003
DST Systems December 1995 - August 2001
DST Systems May 1991 - January 1995
Prudential Financial June 1989 - May 1991
Prudential Mutual Funds Services 1987 - 1989
Merrill Lynch Financial Data Services June 1986 - July 1987
Skills
Mutual Funds, Business Analysis, Back Office, Financial Services, Relationship Management, Corporate Actions, CRM, Software Project..., Fund Administration, Transfer Agency, Vendor Management, Securities, Leadership
Education
Slippery Rock University of Pennsylvania 1981 — 1986
Bachelor of Science (BS), Finance
Boston Financial Data Services July 2010 - Present
DST Systems January 2008 - July 2010
DST Systems January 2003 - January 2008
EW Group August 2001 - January 2003
DST Systems December 1995 - August 2001
DST Systems May 1991 - January 1995
Prudential Financial June 1989 - May 1991
Prudential Mutual Funds Services 1987 - 1989
Merrill Lynch Financial Data Services June 1986 - July 1987
Skills
Mutual Funds, Business Analysis, Back Office, Financial Services, Relationship Management, Corporate Actions, CRM, Software Project..., Fund Administration, Transfer Agency, Vendor Management, Securities, Leadership
Education
Slippery Rock University of Pennsylvania 1981 — 1986
Bachelor of Science (BS), Finance
Beverly (Robinson) Giacobbe's Boston Financial Data Services Experience August 2000 - October 2003
Job Solar Hot Water Systems
Industry Renewables & Environment
Experience
New England Solar Hot Water Inc Stores Support AdministratorTalbotsMarch 2012 - January 2014
Talbots September 2011 - March 2012
Boston Financial Data Services Inc October 2003 - June 2010
Boston Financial Data Services August 2000 - October 2003
Boston Financial Data Services August 1998 - August 2000
Reebok International LTD April 1996 - March 1998
Boston Financial Data Services Inc April 1991 - April 1996
Skills
Leadership, Training, Process Improvement, Recruiting, Management
Education
Stonehill College
Business Administration
Corporate Training
Scituate High Scituate MA
New England Solar Hot Water Inc Stores Support AdministratorTalbotsMarch 2012 - January 2014
Talbots September 2011 - March 2012
Boston Financial Data Services Inc October 2003 - June 2010
Boston Financial Data Services August 2000 - October 2003
Boston Financial Data Services August 1998 - August 2000
Reebok International LTD April 1996 - March 1998
Boston Financial Data Services Inc April 1991 - April 1996
Skills
Leadership, Training, Process Improvement, Recruiting, Management
Education
Stonehill College
Business Administration
Corporate Training
Scituate High Scituate MA
Yeison Baez's Boston Financial Data Services Experience June 2005 - August 2005
Job
Industry Information Technology and Services
Experience
Kronos October 2012 - February 2014
Agero, Inc. April 2011 - October 2012
Talbots October 2010 - April 2011
EMD Serono June 2010 - September 2010
Suffolk University January 2010 - May 2010
Suffolk University September 2008 - December 2009
State Street Corp June 2006 - August 2006
Boston Financial Data Services June 2005 - August 2005
Skills
Access, Visio, Word, HTML, VBA, Excel, SQL, PowerPoint, Data Analysis, Microsoft Office, Databases, Windows, Microsoft SQL Server, Troubleshooting, Systems Analysis, Microsoft Excel, Quality Assurance
Education
Suffolk University - Sawyer School of Management 2006 — 2010
BSBA, Information Systems, Cum Laude
Kronos October 2012 - February 2014
Agero, Inc. April 2011 - October 2012
Talbots October 2010 - April 2011
EMD Serono June 2010 - September 2010
Suffolk University January 2010 - May 2010
Suffolk University September 2008 - December 2009
State Street Corp June 2006 - August 2006
Boston Financial Data Services June 2005 - August 2005
Skills
Access, Visio, Word, HTML, VBA, Excel, SQL, PowerPoint, Data Analysis, Microsoft Office, Databases, Windows, Microsoft SQL Server, Troubleshooting, Systems Analysis, Microsoft Excel, Quality Assurance
Education
Suffolk University - Sawyer School of Management 2006 — 2010
BSBA, Information Systems, Cum Laude
Chan Doshi's Boston Financial Data Services Experience January 1999 - June 2000
Job Business IT Solutions
Industry Information Technology and Services
Experience
Business IT Solutions March 2007 - Present
PwC June 2005 - February 2007
Carreker Corporation July 2000 - June 2005
Boston Financial Data Services January 1999 - June 2000
Boston Financial Data Services January 1997 - December 1998
Boston Financial Data Services January 1994 - December 1996
Boston Financial Data Services February 1989 - December 1993
Skills
Software Project..., New Business Development, Business Process...
Education
Technical University Berlin 1982 — 1988
Master in Computer Science, Software Engineering & Artificial Intelligence
Maxmuller Bhuvan 1980 — 1981
Certificate, GermanLanguage
Bombay University 1976 — 1980
Bachelor of Science, Chemistry
Business IT Solutions March 2007 - Present
PwC June 2005 - February 2007
Carreker Corporation July 2000 - June 2005
Boston Financial Data Services January 1999 - June 2000
Boston Financial Data Services January 1997 - December 1998
Boston Financial Data Services January 1994 - December 1996
Boston Financial Data Services February 1989 - December 1993
Skills
Software Project..., New Business Development, Business Process...
Education
Technical University Berlin 1982 — 1988
Master in Computer Science, Software Engineering & Artificial Intelligence
Maxmuller Bhuvan 1980 — 1981
Certificate, GermanLanguage
Bombay University 1976 — 1980
Bachelor of Science, Chemistry
Alessandro Cola's Boston Financial Data Services Experience August 2010 - June 2011
Job Landman at Adapt Energy
Industry Oil & Energy
Experience
Adapt Energy, Inc. May 2012 - Present
Dale Property Services June 2011 - May 2012
Boston Financial Data Services August 2010 - June 2011
Dale Property Services, LLC May 2010 - July 2010
Skills
Natural Gas, Energy, Oil/Gas, Due Diligence, Leases, Finance, Real Estate, Energy Industry, Oil & Gas Industry, Petroleum, Gas, Contract Negotiation, Pipelines, Minerals, Time Management, Drilling, Risk Management, Research, Contract Management, Mineral Rights, Construction, Financial Modeling, Mergers & Acquisitions
Education
The University of Kansas 2007 — 2011
Bachelor of Liberal Arts, Communication
Adapt Energy, Inc. May 2012 - Present
Dale Property Services June 2011 - May 2012
Boston Financial Data Services August 2010 - June 2011
Dale Property Services, LLC May 2010 - July 2010
Skills
Natural Gas, Energy, Oil/Gas, Due Diligence, Leases, Finance, Real Estate, Energy Industry, Oil & Gas Industry, Petroleum, Gas, Contract Negotiation, Pipelines, Minerals, Time Management, Drilling, Risk Management, Research, Contract Management, Mineral Rights, Construction, Financial Modeling, Mergers & Acquisitions
Education
The University of Kansas 2007 — 2011
Bachelor of Liberal Arts, Communication
Alexander Swick's Boston Financial Data Services Experience January 2012 - Present
Job Senior Mutual Fund Rep at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services January 2012 - Present
U.S. Bank October 2011 - December 2011
Southwest Baptist University January 2008 - May 2011
Worlds of Fun June 2009 - August 2009
HyVee August 2005 - May 2009
Skills
Microsoft Office 2007, Ten-key, Quickbooks, Time Management, Internal Controls, Fax, Access, 10 Key, Spreadsheets, Data Entry, Filing, Outlook, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Publisher
Education
Southwest Baptist University 2007 — 2011
Bachelor of Science, Economics/Finance and Management
Boston Financial Data Services January 2012 - Present
U.S. Bank October 2011 - December 2011
Southwest Baptist University January 2008 - May 2011
Worlds of Fun June 2009 - August 2009
HyVee August 2005 - May 2009
Skills
Microsoft Office 2007, Ten-key, Quickbooks, Time Management, Internal Controls, Fax, Access, 10 Key, Spreadsheets, Data Entry, Filing, Outlook, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Publisher
Education
Southwest Baptist University 2007 — 2011
Bachelor of Science, Economics/Finance and Management
Mary Cremin's Boston Financial Data Services Experience June 1982 - October 2010
Job Financial Services Professional
Industry Financial Services
Experience
EOS -CCA May 2013 - August 2013
Sullivan and Cogliano June 2012 - November 2012
Early Childhood Intervention-BAMSI August 2012 - September 2012
Boston Financial Data Services June 1982 - October 2010
Boston Financial Data Services April 2005 - January 2006
Boston Financial Data Services May 1999 - September 2005
Skills
Call Center, Financial Services, Mutual Funds, Training, Call Centers, Insurance, Leadership, Process Improvement, Customer Service, Risk Management
Education
Sullivan and Cogliano Training Center 2012 — 2012
Medical Office Assistant Certification, Healthcare, 3.75
North Quincy High School
High School Diploma
EOS -CCA May 2013 - August 2013
Sullivan and Cogliano June 2012 - November 2012
Early Childhood Intervention-BAMSI August 2012 - September 2012
Boston Financial Data Services June 1982 - October 2010
Boston Financial Data Services April 2005 - January 2006
Boston Financial Data Services May 1999 - September 2005
Skills
Call Center, Financial Services, Mutual Funds, Training, Call Centers, Insurance, Leadership, Process Improvement, Customer Service, Risk Management
Education
Sullivan and Cogliano Training Center 2012 — 2012
Medical Office Assistant Certification, Healthcare, 3.75
North Quincy High School
High School Diploma
Andrew Rzonca's Boston Financial Data Services Experience May 2011 - March 2012
Job Associate at The St. Louis Trust Company
Industry Financial Services
Experience
The St. Louis Trust Company January 2015 - Present
Edward Jones January 2013 - September 2014
Boston Financial Data Services May 2011 - March 2012
Skills
Microsoft Office, Finance, Customer Service, Microsoft Excel, Financial Analysis
Education
The University of Kansas 2008 — 2012
The St. Louis Trust Company January 2015 - Present
Edward Jones January 2013 - September 2014
Boston Financial Data Services May 2011 - March 2012
Skills
Microsoft Office, Finance, Customer Service, Microsoft Excel, Financial Analysis
Education
The University of Kansas 2008 — 2012
Nancy Masse's Boston Financial Data Services Experience
Job Vice President at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services
Skills
Business Analysis, Insurance, Call Centers, Leadership, Employee Benefits, Series 6, Credit, Loans, Finance, Strategic Planning, SDLC, Customer Service, Change Management, Retirement Planning, Alternative Investments, Mutual Funds
Education
Suffolk University
Bachelor's degree, Psychology
Boston Financial Data Services
Skills
Business Analysis, Insurance, Call Centers, Leadership, Employee Benefits, Series 6, Credit, Loans, Finance, Strategic Planning, SDLC, Customer Service, Change Management, Retirement Planning, Alternative Investments, Mutual Funds
Education
Suffolk University
Bachelor's degree, Psychology
Sarah Vitulano's Boston Financial Data Services Experience October 2006 - September 2010
Job Customer Service Rep at Nica Inc
Industry Insurance
Experience
Nica Inc September 2010 - Present
Boston Financial Data Services October 2006 - September 2010
Education
Suffolk University 1983 — 1987
Bachelor's degree, Communications & History
Nica Inc September 2010 - Present
Boston Financial Data Services October 2006 - September 2010
Education
Suffolk University 1983 — 1987
Bachelor's degree, Communications & History
Ellen Blackden's Boston Financial Data Services Experience 2001 - 2011
Job Financial Services Professional
Industry Financial Services
Experience
Boston Financial Data Services 2001 - 2011
Sherrill House Inc. September 1992 - May 1999
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Project Management, Customer Service, Strategic Planning, Risk Management, PowerPoint, Banking, Investments, Microsoft Word, Business Analysis
Education
Stonehill College 1990 — 1990
Certificate, Human Resources
Stonehill College 1990 — 1990
Certificate, Human Resources
Boston Financial Data Services 2001 - 2011
Sherrill House Inc. September 1992 - May 1999
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Project Management, Customer Service, Strategic Planning, Risk Management, PowerPoint, Banking, Investments, Microsoft Word, Business Analysis
Education
Stonehill College 1990 — 1990
Certificate, Human Resources
Stonehill College 1990 — 1990
Certificate, Human Resources
Mia Rodriguez's Boston Financial Data Services Experience September 2007 - Present
Job Financial assistant at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services September 2007 - Present
Education
The University of Edinburgh 2003 — 2007
Bachelor's degree, Finance, General
Lisbon High School 2000 — 2003
Boston Financial Data Services September 2007 - Present
Education
The University of Edinburgh 2003 — 2007
Bachelor's degree, Finance, General
Lisbon High School 2000 — 2003
Dennis Frasu's Boston Financial Data Services Experience November 1996 - August 1997
Job Vice President, Client Service at State Street Bank
Industry Financial Services
Experience
State Street Bank September 1997 - Present
Boston Financial Data Services November 1996 - August 1997
Skills
Investments, Global Custody, Financial Services, Fixed Income, Bloomberg, Equities, Relationship Management, Securities, Fund Accounting, Asset Management, Derivatives, Series 63, Hedge Funds, Asset Managment, Customer Service, Mutual Funds, Equity Trading, Investment Management, Middle Office, Corporate Actions, Back Office, Investment Strategies, Series 7, Portfolio Management, Fund Of Funds, Asset Allocation, Alternative Investments, Fund Administration, Securities Lending, Bonds, Pensions, Client Services, Options, Financial Markets, Wealth Management, Swaps, Operational Risk, Risk Management, Performance Measurement, Capital Markets, Collateral Management, Settlement
Education
Suffolk University - Sawyer School of Management 1992 — 1996
BSBA, International Business
Weymouth High School
State Street Bank September 1997 - Present
Boston Financial Data Services November 1996 - August 1997
Skills
Investments, Global Custody, Financial Services, Fixed Income, Bloomberg, Equities, Relationship Management, Securities, Fund Accounting, Asset Management, Derivatives, Series 63, Hedge Funds, Asset Managment, Customer Service, Mutual Funds, Equity Trading, Investment Management, Middle Office, Corporate Actions, Back Office, Investment Strategies, Series 7, Portfolio Management, Fund Of Funds, Asset Allocation, Alternative Investments, Fund Administration, Securities Lending, Bonds, Pensions, Client Services, Options, Financial Markets, Wealth Management, Swaps, Operational Risk, Risk Management, Performance Measurement, Capital Markets, Collateral Management, Settlement
Education
Suffolk University - Sawyer School of Management 1992 — 1996
BSBA, International Business
Weymouth High School
Stephen Lucien's Boston Financial Data Services Experience January 2012 - Present
Job Experienced Finance Professional
Industry Financial Services
Experience
Boston Financial Data Services January 2012 - Present
State Street February 2008 - January 2012
Skills
Bloomberg, Financial Analysis, Fund Accounting, Microsoft Word, Mutual Funds, Hedge Funds, Series 63, Accounting, Investments, Public Speaking, Nonprofits, Accounts Payable, PowerPoint, Microsoft Excel, Fixed Income, Securities, Customer Service
Education
Suffolk University 2009 — 2010
Master of Science (M.S.), Finance, General, 3.8
University of Massachusetts Boston 2003 — 2007
Bachelor of Science (B.S.), Finance, General, 3.4
Boston Financial Data Services January 2012 - Present
State Street February 2008 - January 2012
Skills
Bloomberg, Financial Analysis, Fund Accounting, Microsoft Word, Mutual Funds, Hedge Funds, Series 63, Accounting, Investments, Public Speaking, Nonprofits, Accounts Payable, PowerPoint, Microsoft Excel, Fixed Income, Securities, Customer Service
Education
Suffolk University 2009 — 2010
Master of Science (M.S.), Finance, General, 3.8
University of Massachusetts Boston 2003 — 2007
Bachelor of Science (B.S.), Finance, General, 3.4
Alec Joseph's Boston Financial Data Services Experience May 2012 - Present
Job Assurance Intern at PwC
Industry Accounting
Experience
PwC January 2014 - Present
Boston Financial Data Services May 2012 - Present
Skills
Financial Analysis, Accounting, Financial Reporting, Mutual Funds, Finance, Auditing, Financial Accounting, US GAAP, Financial Statements, Asset Management
Education
The University of Kansas 2010 — 2015
Bachelor of Science (B.S.), Accounting
University of Kansas 2010 — 2015
Bachelor's degree, Accounting
PwC January 2014 - Present
Boston Financial Data Services May 2012 - Present
Skills
Financial Analysis, Accounting, Financial Reporting, Mutual Funds, Finance, Auditing, Financial Accounting, US GAAP, Financial Statements, Asset Management
Education
The University of Kansas 2010 — 2015
Bachelor of Science (B.S.), Accounting
University of Kansas 2010 — 2015
Bachelor's degree, Accounting