Boston Financial Data Services, Inc
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Boston Financial Data Services, Inc Employees
Employee
Years
Job
Industry
Tina Hammeke Tina Hammeke's Boston Financial Data Services, Inc Experience 2000 - 2008
Job Visionary Organizational Leader
Industry Financial Services
Experience
DST Systems, Inc. June 2008 - September 2014
Boston Financial Data Services, Inc 2000 - 2008
SunGard 1997 - 2000
Skills
Mutual Funds, Transfer Agency, Securities, Process Improvement, Relationship Management, Vendor Management, Asset Managment, Risk Management, Back Office, Business Analysis, 401k, Operations Management, Investments, Banking, Asset Management, Fixed Income, Management, Portfolio Management, Wealth Management, Series 6, Analysis, Equities, Alternative Investments, Fixed Annuities, Program Management, Insurance, FINRA, Leadership
Education
Rockhurst University
Business Administration and Management, General
DST Systems, Inc. June 2008 - September 2014
Boston Financial Data Services, Inc 2000 - 2008
SunGard 1997 - 2000
Skills
Mutual Funds, Transfer Agency, Securities, Process Improvement, Relationship Management, Vendor Management, Asset Managment, Risk Management, Back Office, Business Analysis, 401k, Operations Management, Investments, Banking, Asset Management, Fixed Income, Management, Portfolio Management, Wealth Management, Series 6, Analysis, Equities, Alternative Investments, Fixed Annuities, Program Management, Insurance, FINRA, Leadership
Education
Rockhurst University
Business Administration and Management, General
James Hamilton Jr. James Hamilton Jr.'s Boston Financial Data Services, Inc Experience December 1998 - July 2005
Job School Counselor Clayton Valley Charter High School
Industry Education Management
Experience
Clayton Valley Charter High School July 2015 - Present
Valley High School August 2012 - July 2015
Canton Public Schools August 2011 - June 2012
Hartford Retirement Services, Inc July 2005 - July 2011
Boston Financial Data Services, Inc December 1998 - July 2005
J's Ice Cream May 2002 - October 2002
Skills
Counseling, Teaching, Career Counseling, Group Therapy, Psychology, Adolescents, Psychotherapy, Higher Education, Community Outreach, Nonprofits, Microsoft Office, Program Development, Public Speaking, Fundraising, Curriculum Development, Counseling Psychology, High School Students, Mental Health Counseling
Education
San Francisco State University 2015 — 2016
Professional Development, Counselor Education/School Counseling and Guidance Services
Lesley University 2010 — 2012
Master of Arts (M.A.), Counseling Psychology, School Specialization (5-12)
Boston College 2002 — 2006
Bachelor of Arts (B.A.), English
Clayton Valley Charter High School July 2015 - Present
Valley High School August 2012 - July 2015
Canton Public Schools August 2011 - June 2012
Hartford Retirement Services, Inc July 2005 - July 2011
Boston Financial Data Services, Inc December 1998 - July 2005
J's Ice Cream May 2002 - October 2002
Skills
Counseling, Teaching, Career Counseling, Group Therapy, Psychology, Adolescents, Psychotherapy, Higher Education, Community Outreach, Nonprofits, Microsoft Office, Program Development, Public Speaking, Fundraising, Curriculum Development, Counseling Psychology, High School Students, Mental Health Counseling
Education
San Francisco State University 2015 — 2016
Professional Development, Counselor Education/School Counseling and Guidance Services
Lesley University 2010 — 2012
Master of Arts (M.A.), Counseling Psychology, School Specialization (5-12)
Boston College 2002 — 2006
Bachelor of Arts (B.A.), English
Fabio Spino, MBA Fabio Spino, MBA's Boston Financial Data Services, Inc Experience May 1997 - June 1998
Job Accounting Manager
Industry Airlines/Aviation
Experience
Tulsa Airports Improvement Trust February 2015 - Present
Franklin Street Properties February 2011 - February 2015
Symes Associates, Inc August 2006 - February 2011
AMB Property Corporation March 2005 - August 2006
Thayer & Associates Inc August 1999 - March 2005
Chase Global Funds Services June 1998 - August 1999
Boston Financial Data Services, Inc May 1997 - June 1998
Skills
Timberline Accounting, Yardi Property..., Microsoft Excel, Microsoft Office, Finance, Account Reconciliation, Accounting, Accounts Receivable, Auditing, Budgets, Asset Management, Payroll, Managerial Finance, Cash Flow, Financial Statements, Real Estate, Variance Analysis, Portfolio Management, Invoicing, Management, Property Management, Commercial Real Estate, Leadership, Leases
Education
Norwich University 2013 — 2015
Master of Business Administration (MBA), General
University of Rhode Island - College of Business Administration 1994 — 1997
Bachelor of Business Administration (BBA), Finance
University of Rhode Island
Bachelor of Science, Finance; Accounting
Tulsa Airports Improvement Trust February 2015 - Present
Franklin Street Properties February 2011 - February 2015
Symes Associates, Inc August 2006 - February 2011
AMB Property Corporation March 2005 - August 2006
Thayer & Associates Inc August 1999 - March 2005
Chase Global Funds Services June 1998 - August 1999
Boston Financial Data Services, Inc May 1997 - June 1998
Skills
Timberline Accounting, Yardi Property..., Microsoft Excel, Microsoft Office, Finance, Account Reconciliation, Accounting, Accounts Receivable, Auditing, Budgets, Asset Management, Payroll, Managerial Finance, Cash Flow, Financial Statements, Real Estate, Variance Analysis, Portfolio Management, Invoicing, Management, Property Management, Commercial Real Estate, Leadership, Leases
Education
Norwich University 2013 — 2015
Master of Business Administration (MBA), General
University of Rhode Island - College of Business Administration 1994 — 1997
Bachelor of Business Administration (BBA), Finance
University of Rhode Island
Bachelor of Science, Finance; Accounting
Mark DiGiammerino CIA, CISA's Boston Financial Data Services, Inc Experience April 2007 - September 2009
Job Lead Auditor at the Federal Reserve Bank of Boston
Industry Banking
Experience
Federal Reserve Bank of Boston October 2012 - Present
Federal Reserve Bank of Boston February 2011 - September 2012
Boston Financial Data Services, Inc April 2007 - September 2009
Boston Financial Data Services, Inc June 2005 - March 2007
Skills
Project Management, COBIT, Mutual Funds, Active Directory, ISO 27001, BMC Remedy, USA PATRIOT Act, 529 Plans, REIT, Defined Contribution, MBSA, Auditing, Access, CISA, Internal Audit, Risk Management, Risk Assessment, SDLC, SharePoint, PeopleSoft, Conflict Management, Business Advisory, Presentations, GRC, Financial Modeling, IIA Standards, Lawson General Ledger, NIST, Application Lifecycle..., Cisco Routers
Education
Suffolk University - Sawyer Business School 2009 — 2010
MBA, Finance
Stonehill College 2001 — 2005
Bachelor of Arts, Economics
Federal Reserve Bank of Boston October 2012 - Present
Federal Reserve Bank of Boston February 2011 - September 2012
Boston Financial Data Services, Inc April 2007 - September 2009
Boston Financial Data Services, Inc June 2005 - March 2007
Skills
Project Management, COBIT, Mutual Funds, Active Directory, ISO 27001, BMC Remedy, USA PATRIOT Act, 529 Plans, REIT, Defined Contribution, MBSA, Auditing, Access, CISA, Internal Audit, Risk Management, Risk Assessment, SDLC, SharePoint, PeopleSoft, Conflict Management, Business Advisory, Presentations, GRC, Financial Modeling, IIA Standards, Lawson General Ledger, NIST, Application Lifecycle..., Cisco Routers
Education
Suffolk University - Sawyer Business School 2009 — 2010
MBA, Finance
Stonehill College 2001 — 2005
Bachelor of Arts, Economics
Allan Satrape Allan Satrape's Boston Financial Data Services, Inc Experience January 1994 - January 2005
Job Vice President of Business Development at Unitel, Inc.
Industry Telecommunications
Experience
Unitel, Inc. September 2012 - Present
Independent Contractor July 2009 - September 2012
Independent January 2009 - September 2012
Unitel, Inc. April 2006 - July 2009
unitel Inc April 2006 - July 2009
Boston Financial Data Services, Inc January 1994 - January 2005
Boston Financial Data Services 1993 - 2004
Supervised Service Company January 1989 - September 1991
Pegasystems Inc April 1989 - January 1991
Advanced Information Service Company January 1987 - January 1991
Skills
Business Process Design, Change Management, Risk Management, Program Management, CRM, Disaster Recovery, Account Management, SDLC
Education
Public Administration CoursesBoston State College 1975 — 1978
AS, Law Enforcement
Cape Cod Community College 1974 — 1975
Associates, Law Enforcement
University of Massachusetts Boston 1973 — 1975
Bachelor of Science (B.S.), Public Administration
Unitel, Inc. September 2012 - Present
Independent Contractor July 2009 - September 2012
Independent January 2009 - September 2012
Unitel, Inc. April 2006 - July 2009
unitel Inc April 2006 - July 2009
Boston Financial Data Services, Inc January 1994 - January 2005
Boston Financial Data Services 1993 - 2004
Supervised Service Company January 1989 - September 1991
Pegasystems Inc April 1989 - January 1991
Advanced Information Service Company January 1987 - January 1991
Skills
Business Process Design, Change Management, Risk Management, Program Management, CRM, Disaster Recovery, Account Management, SDLC
Education
Public Administration CoursesBoston State College 1975 — 1978
AS, Law Enforcement
Cape Cod Community College 1974 — 1975
Associates, Law Enforcement
University of Massachusetts Boston 1973 — 1975
Bachelor of Science (B.S.), Public Administration
Richard Gervais Richard Gervais's Boston Financial Data Services, Inc Experience November 1992 - April 1993
Job IT Business Analyst at Blue Cross Blue Shield
Industry Financial Services
Experience
Blue Cross Blue Shield March 2012 - Present
ING (Formerly CITISTREET) March 2007 - November 2011
MetLife (Formerly New England Financial) February 2001 - March 2007
JOHN HANCOCK FUNDS December 1998 - February 2001
MARCHIEL & ASSOCIATES October 1998 - November 1998
NEW ENGLAND FUNDS September 1995 - July 1998
State Street Research March 1994 - September 1995
Colonial Investor Service Center April 1993 - March 1994
BOSTON FINANCIAL DATA SERVICES, INC November 1992 - April 1993
BFDS May 1990 - November 1992
Skills
SDLC, Process Improvement, Requirements Analysis, Business Requirements, Project Management, Analysis, Access, User Acceptance Testing, Business Process, Program Management, Requirements Gathering, SQL, Visio, Business Analysis, Testing, MS Project, Software Documentation, Business Process..., Databases, Management, Business Intelligence, SharePoint
Education
Quincy College
degree, Computer Science
Blue Cross Blue Shield March 2012 - Present
ING (Formerly CITISTREET) March 2007 - November 2011
MetLife (Formerly New England Financial) February 2001 - March 2007
JOHN HANCOCK FUNDS December 1998 - February 2001
MARCHIEL & ASSOCIATES October 1998 - November 1998
NEW ENGLAND FUNDS September 1995 - July 1998
State Street Research March 1994 - September 1995
Colonial Investor Service Center April 1993 - March 1994
BOSTON FINANCIAL DATA SERVICES, INC November 1992 - April 1993
BFDS May 1990 - November 1992
Skills
SDLC, Process Improvement, Requirements Analysis, Business Requirements, Project Management, Analysis, Access, User Acceptance Testing, Business Process, Program Management, Requirements Gathering, SQL, Visio, Business Analysis, Testing, MS Project, Software Documentation, Business Process..., Databases, Management, Business Intelligence, SharePoint
Education
Quincy College
degree, Computer Science
David Logue David Logue's Boston Financial Data Services, Inc Experience December 1992 - January 1996
Job Owner/Care Coordinator at FirstLight HomeCare of the First Coast
Industry Hospital & Health Care
Experience
FirstLight HomeCare of the First Coast March 2015 - Present
Florida Blue January 2014 - December 2014
Incepture August 2013 - January 2014
Blue Cross & Blue Shield of Massachusetts June 2000 - August 2013
Blue Cross & Blue Shield of Massachusetts June 1998 - June 2000
Blue Cross & Blue Shield of Massachusetts January 1996 - June 1998
Boston Financial Data Services, Inc December 1992 - January 1996
Skills
Insurance, Customer Service, Healthcare, Sales, Employee Benefits, Management, Health Insurance
Education
American University 1984 — 1987
B.A, Communications
Thomas Jefferson High School 1978 — 1982
FirstLight HomeCare of the First Coast March 2015 - Present
Florida Blue January 2014 - December 2014
Incepture August 2013 - January 2014
Blue Cross & Blue Shield of Massachusetts June 2000 - August 2013
Blue Cross & Blue Shield of Massachusetts June 1998 - June 2000
Blue Cross & Blue Shield of Massachusetts January 1996 - June 1998
Boston Financial Data Services, Inc December 1992 - January 1996
Skills
Insurance, Customer Service, Healthcare, Sales, Employee Benefits, Management, Health Insurance
Education
American University 1984 — 1987
B.A, Communications
Thomas Jefferson High School 1978 — 1982
Sue Sherman, Ed.D. Sue Sherman, Ed.D.'s Boston Financial Data Services, Inc Experience January 1994 - January 1996
Job Financial Services and Education Professional
Industry Financial Services
Experience
Boston Financial Data Services June 1997 - Present
New England College of Business and Finance July 2011 - Present
Northeastern University December 2010 - Present
New England College of Finance January 2002 - August 2008
CHASE GLOBAL FUNDS SERVICES, INC February 1997 - May 1997
BOSTON FINANCIAL DATA SERVICES, INC January 1994 - January 1996
Skills
E-Learning, Curriculum Development, Training, Coaching, Leadership, Management, Financial Services, Teaching, Staff Development, Instructional Design, Adult Education, Critical Thinking, Curriculum Design, Leadership Development, Higher Education
Education
University of Phoenix 2005 — 2009
EdD, Education - Curriculum and Instruction
University of Phoenix 2002 — 2004
MAED, Education
Central Michigan University
MA, Business Management
Stonehill College
B.A., Foreign Studies
Boston Financial Data Services June 1997 - Present
New England College of Business and Finance July 2011 - Present
Northeastern University December 2010 - Present
New England College of Finance January 2002 - August 2008
CHASE GLOBAL FUNDS SERVICES, INC February 1997 - May 1997
BOSTON FINANCIAL DATA SERVICES, INC January 1994 - January 1996
Skills
E-Learning, Curriculum Development, Training, Coaching, Leadership, Management, Financial Services, Teaching, Staff Development, Instructional Design, Adult Education, Critical Thinking, Curriculum Design, Leadership Development, Higher Education
Education
University of Phoenix 2005 — 2009
EdD, Education - Curriculum and Instruction
University of Phoenix 2002 — 2004
MAED, Education
Central Michigan University
MA, Business Management
Stonehill College
B.A., Foreign Studies
Chad Bergman's Boston Financial Data Services, Inc Experience July 2005 - January 2008
Job Compliance Analyst at Janus Capital Group
Industry Financial Services
Experience
Janus Capital Group March 2015 - Present
Janus Capital Group July 2013 - February 2015
Janus Capital Group February 2012 - July 2013
Janus Capital Group July 2011 - February 2012
Waddell & Reed, Inc February 2008 - July 2011
Boston Financial Data Services Inc July 2005 - January 2008
Skills
Mutual Funds, Microsoft Excel, Accounting, Microsoft Word, Financial Reporting, PowerPoint, Customer Service, Finance, Outlook, Auditing, Fund Accounting, Business Analysis, Accruals, Bloomberg, Internal Audit
Education
Baker University 2008 — 2010
Master of Business Administration
The University of Kansas 2003 — 2007
Bachelor of Science in Business, Accounting
Janus Capital Group March 2015 - Present
Janus Capital Group July 2013 - February 2015
Janus Capital Group February 2012 - July 2013
Janus Capital Group July 2011 - February 2012
Waddell & Reed, Inc February 2008 - July 2011
Boston Financial Data Services Inc July 2005 - January 2008
Skills
Mutual Funds, Microsoft Excel, Accounting, Microsoft Word, Financial Reporting, PowerPoint, Customer Service, Finance, Outlook, Auditing, Fund Accounting, Business Analysis, Accruals, Bloomberg, Internal Audit
Education
Baker University 2008 — 2010
Master of Business Administration
The University of Kansas 2003 — 2007
Bachelor of Science in Business, Accounting
Chuck Berthelette's Boston Financial Data Services, Inc Experience September 1996 - March 1997
Job at New York Life Retirement Plan Services
Industry Financial Services
Experience
New York Life January 2010 - Present
Fidelity Investments September 2008 - January 2010
Fidelity Investments September 2008 - January 2010
Fidelity Investments June 2006 - September 2008
Fidelity Investments June 2006 - September 2008
Fidelity Investments August 2002 - June 2006
Fidelity Investments April 2000 - August 2002
PFPC Global Fund Services February 1999 - April 2000
United Asset Management Corporation March 1997 - February 1999
Boston Financial Data Services, Inc September 1996 - March 1997
Skills
Sales, Customer Service, Credit, Advertising, Content Management, Networking, Messaging, Cash Management, Process Engineering, Leadership, Relationship Management
Education
Regis College 2010 — 2012
Master of Science (M.S.), Communications, 3.933
Bridgewater State University 1984 — 1987
Bachelor of Science, Management/Marketing
New York Life January 2010 - Present
Fidelity Investments September 2008 - January 2010
Fidelity Investments September 2008 - January 2010
Fidelity Investments June 2006 - September 2008
Fidelity Investments June 2006 - September 2008
Fidelity Investments August 2002 - June 2006
Fidelity Investments April 2000 - August 2002
PFPC Global Fund Services February 1999 - April 2000
United Asset Management Corporation March 1997 - February 1999
Boston Financial Data Services, Inc September 1996 - March 1997
Skills
Sales, Customer Service, Credit, Advertising, Content Management, Networking, Messaging, Cash Management, Process Engineering, Leadership, Relationship Management
Education
Regis College 2010 — 2012
Master of Science (M.S.), Communications, 3.933
Bridgewater State University 1984 — 1987
Bachelor of Science, Management/Marketing
Beverly (Robinson) Giacobbe's Boston Financial Data Services, Inc Experience October 2003 - June 2010
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
Rima Patel's Boston Financial Data Services, Inc Experience October 2002 - July 2003
Job Account Manager at Epsilon
Industry Marketing and Advertising
Experience
NNE Marketing June 2013 - September 2013
Epsilon February 2011 - February 2013
Saatchi & Saatchi October 2010 - February 2011
SANDY GOLDSHEIN ASSOCIATES September 2010 - October 2010
THOMPSON HABIB & DENISON May 2008 - August 2010
THOMPSON HABIB & DENISON May 2006 - May 2008
KESSLER GROUP July 2003 - May 2006
BOSTON FINANCIAL DATA SERVICES, INC October 2002 - July 2003
Skills
Direct Marketing, CRM, Direct Mail, Email Marketing, Event Planning, Social Media, Strategy, Management, Marketing Communications, Marketing, Copywriting, Brand Management, Advertising, Marketing Strategy, Online Marketing
Education
Suffolk University
B.A, Marketing
NNE Marketing June 2013 - September 2013
Epsilon February 2011 - February 2013
Saatchi & Saatchi October 2010 - February 2011
SANDY GOLDSHEIN ASSOCIATES September 2010 - October 2010
THOMPSON HABIB & DENISON May 2008 - August 2010
THOMPSON HABIB & DENISON May 2006 - May 2008
KESSLER GROUP July 2003 - May 2006
BOSTON FINANCIAL DATA SERVICES, INC October 2002 - July 2003
Skills
Direct Marketing, CRM, Direct Mail, Email Marketing, Event Planning, Social Media, Strategy, Management, Marketing Communications, Marketing, Copywriting, Brand Management, Advertising, Marketing Strategy, Online Marketing
Education
Suffolk University
B.A, Marketing
Jeannine Assad's Boston Financial Data Services, Inc Experience March 2005 - Present
Job Senior Specialist at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services, Inc March 2005 - Present
Old Company Store September 2004 - March 2005
Academic Management Services June 2001 - September 2004
Skills
Microsoft Office, Customer Service, Documentation, Software Documentation
Education
Bridgewater State University 2000 — 2004
Bachelor of Science, Management Science
Westport High School 1996 — 2000
High School Diploma
Boston Financial Data Services, Inc March 2005 - Present
Old Company Store September 2004 - March 2005
Academic Management Services June 2001 - September 2004
Skills
Microsoft Office, Customer Service, Documentation, Software Documentation
Education
Bridgewater State University 2000 — 2004
Bachelor of Science, Management Science
Westport High School 1996 — 2000
High School Diploma