Citi Fund Services
Industry: Company
DescriptionHeadquarters: Columbus, OH Parent organizations: Citigroup, Bisys Group Subsidiary: Sti Classic Fund Services, Inc.
Citi Fund Services List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Citi Fund Services. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Citi Fund Services Employees
Employee
Years
Job
Industry
Daniel Brewer Daniel Brewer's Citi Fund Services Experience October 2002 - April 2014
Job Chief Administrative Officer at Huntington National Bank
Industry Financial Services
Experience
Huntington National Bank April 2014 - Present
Citi Fund Services October 2002 - April 2014
Zurich Scudder Investments February 1991 - September 2002
Kemper Service Company February 1991 - September 2002
Skills
Operations Management, Product Management, Call Centers, Mutual Funds, Defined Contribution, Closed-end Funds, Unit Investment Trusts, Transaction Processing, Quality Control, Operating Budgets, Customer Profitability, Pricing Analysis, Program Management, Management, Offshore Outsourcing, Offshore Management, Project Management, Hiring, Quality Improvement, New Business Set-up, Relationship Management
Education
Baker University 1994 — 1998
Bachelor of Science Management, Business Administration and Management, General
Huntington National Bank April 2014 - Present
Citi Fund Services October 2002 - April 2014
Zurich Scudder Investments February 1991 - September 2002
Kemper Service Company February 1991 - September 2002
Skills
Operations Management, Product Management, Call Centers, Mutual Funds, Defined Contribution, Closed-end Funds, Unit Investment Trusts, Transaction Processing, Quality Control, Operating Budgets, Customer Profitability, Pricing Analysis, Program Management, Management, Offshore Outsourcing, Offshore Management, Project Management, Hiring, Quality Improvement, New Business Set-up, Relationship Management
Education
Baker University 1994 — 1998
Bachelor of Science Management, Business Administration and Management, General
Reggie Cannon Reggie Cannon's Citi Fund Services Experience July 2007 - February 2009
Job Track and Field Coach at Grove City Central Crossing High School
Industry Professional Training & Coaching
Experience
Central Crossing High School March 2012 - Present
Central Crossing High School September 2012 - Present
Career Transition Institute (formerly Forty Plus of Central Ohio) January 2013 - Present
Career Transition Institute (formerly Forty Plus of Central Ohio) October 2009 - January 2014
Career Transition Institute (formerly Forty Plus Of Central Ohio) January 2011 - December 2012
Capital University October 2002 - June 2010
Forty Plus of Central Ohio July 2009 - September 2009
Forty Plus Of Central Ohio February 2009 - July 2009
Citi Fund Services July 2007 - February 2009
Citi 2007 - 2008
Skills
Strategic Planning, Public Speaking, Non-profits, Marketing, Sales, Accounting, Leadership, Program Management, Research, Fundraising, Training, Social Networking, Data Analysis, Community Outreach, Teaching, Financial Analysis, Coaching, Investments, Team Building, Management, Process Improvement, Leadership Development, Nonprofits, Microsoft Excel, Budgets, Customer Service, Time Management, Business Analysis, PowerPoint, Recruiting, Team Leadership, Project Management, Analysis, Event Planning, Staff Development, Event Management, Access, Organizational..., Policy, Social Media, Project Planning, Microsoft Word, Volunteer Management, Microsoft Office, Public Relations, Higher Education, Human Resources, Outlook
Education
The Ohio State University Fisher College of Business 1975 — 1977
BS Bus Adm, Finance
United States Air Force Academy 1972 — 1974
BS, Operations Research
Eastmoor High School
Central Crossing High School March 2012 - Present
Central Crossing High School September 2012 - Present
Career Transition Institute (formerly Forty Plus of Central Ohio) January 2013 - Present
Career Transition Institute (formerly Forty Plus of Central Ohio) October 2009 - January 2014
Career Transition Institute (formerly Forty Plus Of Central Ohio) January 2011 - December 2012
Capital University October 2002 - June 2010
Forty Plus of Central Ohio July 2009 - September 2009
Forty Plus Of Central Ohio February 2009 - July 2009
Citi Fund Services July 2007 - February 2009
Citi 2007 - 2008
Skills
Strategic Planning, Public Speaking, Non-profits, Marketing, Sales, Accounting, Leadership, Program Management, Research, Fundraising, Training, Social Networking, Data Analysis, Community Outreach, Teaching, Financial Analysis, Coaching, Investments, Team Building, Management, Process Improvement, Leadership Development, Nonprofits, Microsoft Excel, Budgets, Customer Service, Time Management, Business Analysis, PowerPoint, Recruiting, Team Leadership, Project Management, Analysis, Event Planning, Staff Development, Event Management, Access, Organizational..., Policy, Social Media, Project Planning, Microsoft Word, Volunteer Management, Microsoft Office, Public Relations, Higher Education, Human Resources, Outlook
Education
The Ohio State University Fisher College of Business 1975 — 1977
BS Bus Adm, Finance
United States Air Force Academy 1972 — 1974
BS, Operations Research
Eastmoor High School
Gregory Frohman Gregory Frohman's Citi Fund Services Experience June 2008 - August 2008
Job Associate Attorney at Benesch Law
Industry Law Practice
Experience
Benesch Law September 2014 - Present
Case Western Reserve University August 2011 - May 2014
Benesch Law May 2013 - August 2013
U.S. Bankruptcy Court - Northern District of Ohio June 2012 - July 2012
Invacare September 2009 - July 2011
Citi Fund Services June 2008 - August 2008
Competitive Aquatic Supply November 2004 - September 2007
Skills
Microsoft Office, Technical Writing, Writing, Financial Reporting, Report Generation, Data Collection, Application Development, Application Design, Financial Analysis, Legal Research, Legal Writing, Westlaw
Education
Case Western Reserve University School of Law 2011 — 2014
Juris Doctor, Law, Magna Cum Laude, Order of the Coif
The Ohio State University 2005 — 2009
Bachelor of Science in Business Administration, Finance Specialization, Magna Cum Laude
Benesch Law September 2014 - Present
Case Western Reserve University August 2011 - May 2014
Benesch Law May 2013 - August 2013
U.S. Bankruptcy Court - Northern District of Ohio June 2012 - July 2012
Invacare September 2009 - July 2011
Citi Fund Services June 2008 - August 2008
Competitive Aquatic Supply November 2004 - September 2007
Skills
Microsoft Office, Technical Writing, Writing, Financial Reporting, Report Generation, Data Collection, Application Development, Application Design, Financial Analysis, Legal Research, Legal Writing, Westlaw
Education
Case Western Reserve University School of Law 2011 — 2014
Juris Doctor, Law, Magna Cum Laude, Order of the Coif
The Ohio State University 2005 — 2009
Bachelor of Science in Business Administration, Finance Specialization, Magna Cum Laude
Steve Pitkin Steve Pitkin's Citi Fund Services Experience June 2010 - May 2013
Job Managing Director Fund Administration Services at HazelTree
Industry Financial Services
Experience
HazelTree October 2013 - Present
Citi - Fund Services June 2010 - May 2013
Citco Fund Services May 2005 - June 2010
FrontPoint Partners LLC 2002 - 2005
Morgan Stanley Prime Brokerage 1994 - 2001
Morgan Stanley - Firm Operations 1990 - 1994
Salomon Brothers 1987 - 1990
Skills
Prime Brokerage, Hedge Funds, Fund Administration, Alternative Investments, Derivatives, Financial Markets, Investment Banking, Bloomberg, Fund Accounting, Trading Systems, Portfolio Management, Fund Of Funds, Mutual Funds, Fixed Income, Trading, Back Office, Equities, Options, Securities Lending, Middle Office, FX Options, Capital Markets, Asset Management, Securities, Investor Relations, Private Equity, Swaps, Bonds, Settlement, Valuation, Corporate Actions, Credit Derivatives, Equity Trading, Series 7, Equity Derivatives, Electronic Trading, Financial Services, Investment Management, ETFs, Emerging Markets, Asset Allocation, CDS, Structured Finance, Series 63, Market Data, Collateral Management, Hedging, Investments, Global Custody, Investment Strategies
Education
Thunderbird School of Global Management 1985 — 1986
MBA, International Business
Macalester College 1977 — 1982
BA, Economics
Amherst Regional High School 1971 — 1976
HazelTree October 2013 - Present
Citi - Fund Services June 2010 - May 2013
Citco Fund Services May 2005 - June 2010
FrontPoint Partners LLC 2002 - 2005
Morgan Stanley Prime Brokerage 1994 - 2001
Morgan Stanley - Firm Operations 1990 - 1994
Salomon Brothers 1987 - 1990
Skills
Prime Brokerage, Hedge Funds, Fund Administration, Alternative Investments, Derivatives, Financial Markets, Investment Banking, Bloomberg, Fund Accounting, Trading Systems, Portfolio Management, Fund Of Funds, Mutual Funds, Fixed Income, Trading, Back Office, Equities, Options, Securities Lending, Middle Office, FX Options, Capital Markets, Asset Management, Securities, Investor Relations, Private Equity, Swaps, Bonds, Settlement, Valuation, Corporate Actions, Credit Derivatives, Equity Trading, Series 7, Equity Derivatives, Electronic Trading, Financial Services, Investment Management, ETFs, Emerging Markets, Asset Allocation, CDS, Structured Finance, Series 63, Market Data, Collateral Management, Hedging, Investments, Global Custody, Investment Strategies
Education
Thunderbird School of Global Management 1985 — 1986
MBA, International Business
Macalester College 1977 — 1982
BA, Economics
Amherst Regional High School 1971 — 1976
Steve Weimar Steve Weimar's Citi Fund Services Experience 2002 - 2014
Job Senior Investment Compliance Analyst at Ohio Public Employees Retirement System
Industry Financial Services
Experience
Ohio Public Employees Retirement System 2014 - Present
Citi Fund Services 2002 - 2014
Nationwide Pension Services 1997 - 2002
Von Schoeler, McBride & Associates 1994 - 1997
Huntington Trust Company 1987 - 1994
Skills
Pensions, Fixed Income, Derivatives, Banking, Hedge Funds, Private Equity, Risk Management, Financial Services, Corporate Finance, Due Diligence
Education
Franklin University
B.S., Finance
Ohio Public Employees Retirement System 2014 - Present
Citi Fund Services 2002 - 2014
Nationwide Pension Services 1997 - 2002
Von Schoeler, McBride & Associates 1994 - 1997
Huntington Trust Company 1987 - 1994
Skills
Pensions, Fixed Income, Derivatives, Banking, Hedge Funds, Private Equity, Risk Management, Financial Services, Corporate Finance, Due Diligence
Education
Franklin University
B.S., Finance
Gary Tesi Gary Tesi's Citi Fund Services Experience January 1995 - December 1996
Job Seasoned Business Analyst, Project Manager and Product Manager
Industry Information Technology and Services
Experience
MissionStaff June 2015 - Present
CE Solutions January 2015 - June 2015
MissionStaff April 2012 - October 2014
RR Donnelley June 2006 - April 2012
RR Donnelley November 2005 - December 2008
RR Donnelley December 2003 - November 2005
J.P. Morgan Worldwide Securities Services May 1999 - December 2003
Wells Fargo Funds Management January 1997 - April 1999
CITI Fund Services January 1995 - December 1996
Wells Fargo Funds Management January 1994 - January 1995
Skills
Agile Methodologies, Agile Project Management, Business Analysis, Business Requirements, Change Management, Customer Service, Data Analysis, Expense Management, Financial Analysis, Financial Reporting, Mutual Funds, Problem Solving, Process Improvement, Product Development, Product Management, Project Management, Regulatory Requirements, Requirements Analysis, Requirements Gathering, Requirements Management, Requirement..., SDLC, Software Project..., Software Quality..., Software Requirements, Technical Documentation, Use Case Analysis, User Acceptance Testing, Vendor Management, Vendor Relationships, Visio, Microsoft SQL Server, Business Process, Software Development, Software Documentation, Business Alliances, SQL, Quality Assurance, Data Warehousing, SharePoint, Business Process..., Business Intelligence, Systems Analysis
Education
State University of New York College at Oswego 1987 — 1991
Bachelor of Science, Accounting
MissionStaff June 2015 - Present
CE Solutions January 2015 - June 2015
MissionStaff April 2012 - October 2014
RR Donnelley June 2006 - April 2012
RR Donnelley November 2005 - December 2008
RR Donnelley December 2003 - November 2005
J.P. Morgan Worldwide Securities Services May 1999 - December 2003
Wells Fargo Funds Management January 1997 - April 1999
CITI Fund Services January 1995 - December 1996
Wells Fargo Funds Management January 1994 - January 1995
Skills
Agile Methodologies, Agile Project Management, Business Analysis, Business Requirements, Change Management, Customer Service, Data Analysis, Expense Management, Financial Analysis, Financial Reporting, Mutual Funds, Problem Solving, Process Improvement, Product Development, Product Management, Project Management, Regulatory Requirements, Requirements Analysis, Requirements Gathering, Requirements Management, Requirement..., SDLC, Software Project..., Software Quality..., Software Requirements, Technical Documentation, Use Case Analysis, User Acceptance Testing, Vendor Management, Vendor Relationships, Visio, Microsoft SQL Server, Business Process, Software Development, Software Documentation, Business Alliances, SQL, Quality Assurance, Data Warehousing, SharePoint, Business Process..., Business Intelligence, Systems Analysis
Education
State University of New York College at Oswego 1987 — 1991
Bachelor of Science, Accounting
Shawn. Boorse Shawn. Boorse's Citi Fund Services Experience November 2006 - Present
Job Vice President at Citigroup
Industry Financial Services
Experience
Citi Fund Services November 2006 - Present
Skills
Financial Reporting, Budgeting, Microsoft Office, Mutual Funds, Financial Analysis, SharePoint, SEC reporting, Budgets, Financial Modeling, Asset Management, Finance, Analysis, Accounting, SEC filings, Internal Controls, Fund Accounting, Variance Analysis, Management, Risk Management, Leadership, Fund Administration, Hedge Funds, Securities, Investments, Financial Services, Financial Statements, Auditing, Fund Of Funds, Transfer Agency
Education
The Ohio State University 1988 — 1992
B.S, Business Administration, Accounting
Citi Fund Services November 2006 - Present
Skills
Financial Reporting, Budgeting, Microsoft Office, Mutual Funds, Financial Analysis, SharePoint, SEC reporting, Budgets, Financial Modeling, Asset Management, Finance, Analysis, Accounting, SEC filings, Internal Controls, Fund Accounting, Variance Analysis, Management, Risk Management, Leadership, Fund Administration, Hedge Funds, Securities, Investments, Financial Services, Financial Statements, Auditing, Fund Of Funds, Transfer Agency
Education
The Ohio State University 1988 — 1992
B.S, Business Administration, Accounting
Jamey Wagner Jamey Wagner's Citi Fund Services Experience May 2006 - May 2010
Job Credit Risk Loss Forecasting Analyst at Alliance Data
Industry Financial Services
Experience
Alliance Data July 2015 - Present
JPMorgan Chase March 2014 - July 2015
Huntington National Bank May 2010 - March 2014
Citi Fund Services May 2006 - May 2010
UBS 2005 - 2005
Skills
Mutual Funds, Fixed Income, Risk Management, Financial Analysis, Finance, Financial Reporting, Investments, Internal Controls, Corporate Finance, Portfolio Management, Fund Accounting, Loans, Equities, Banking, Customer Service, Commercial Banking, Asset Management, Financial Services, Financial Modeling, Retail Banking, Strategic Financial..., Mortgage Lending, Credit, Bloomberg, Valuation, Hedge Funds, Operational Risk..., Insurance, Due Diligence, Analysis, Financial Risk, Credit Risk, Management, Access
Education
Capital University - School of Management 2007 — 2009
MBA, Finance
Kent State University 2001 — 2006
Bachelor of Science (BS), Finance and Financial Management Services
Alliance Data July 2015 - Present
JPMorgan Chase March 2014 - July 2015
Huntington National Bank May 2010 - March 2014
Citi Fund Services May 2006 - May 2010
UBS 2005 - 2005
Skills
Mutual Funds, Fixed Income, Risk Management, Financial Analysis, Finance, Financial Reporting, Investments, Internal Controls, Corporate Finance, Portfolio Management, Fund Accounting, Loans, Equities, Banking, Customer Service, Commercial Banking, Asset Management, Financial Services, Financial Modeling, Retail Banking, Strategic Financial..., Mortgage Lending, Credit, Bloomberg, Valuation, Hedge Funds, Operational Risk..., Insurance, Due Diligence, Analysis, Financial Risk, Credit Risk, Management, Access
Education
Capital University - School of Management 2007 — 2009
MBA, Finance
Kent State University 2001 — 2006
Bachelor of Science (BS), Finance and Financial Management Services
Haze Massey, MBA Haze Massey, MBA's Citi Fund Services Experience March 2007 - June 2010
Job Staff Accountant at Nifco America Corp.
Industry Financial Services
Experience
Nifco America Corp. September 2012 - Present
Nationwide Financial May 2010 - March 2012
Citi Fund Services March 2007 - June 2010
Skills
Project Management, Project Implementation, Project Planning, Project Portfolio..., Project Execution, Project Coordination, Portfolio Management, Investments, Process Improvement, Accounting, Analysis, Financial Reporting, Risk Management, Time Management, Mutual Funds
Education
Ohio Dominican University 2008 — 2010
MBA, Business
Ohio Dominican University 2002 — 2006
BA, Accounting
Nifco America Corp. September 2012 - Present
Nationwide Financial May 2010 - March 2012
Citi Fund Services March 2007 - June 2010
Skills
Project Management, Project Implementation, Project Planning, Project Portfolio..., Project Execution, Project Coordination, Portfolio Management, Investments, Process Improvement, Accounting, Analysis, Financial Reporting, Risk Management, Time Management, Mutual Funds
Education
Ohio Dominican University 2008 — 2010
MBA, Business
Ohio Dominican University 2002 — 2006
BA, Accounting
Jennifer Hankins Jennifer Hankins's Citi Fund Services Experience December 2007 - October 2009
Job
Industry Financial Services
Experience
Citi Investor Services October 2009 - Present
Citi Fund Services December 2007 - October 2009
BISYS Fund Services September 2005 - December 2007
BISYS Fund Services September 1995 - September 2005
Skills
Mutual Funds, Fund Administration, Securities, Alternative Investments, Financial Services, Asset Managment, Fund Accounting, Relationship Management, Banking, Investments, Portfolio Management, Wealth Management, Equities, Financial Analysis, Financial Risk, Asset Management, Fixed Income, Risk Management, Series 63, Series 7, Derivatives, Asset Allocation, Bloomberg, Strategic Financial..., Investment Management, Capital Markets, Investment Advisory, Series 6, Investment Strategies, AML, FINRA, Series 24, Fund Of Funds, Trading, Global Custody, Middle Office, Bonds, ETFs, Back Office, Financial Markets
Education
The Ohio State University 1985 — 1988
Citi Investor Services October 2009 - Present
Citi Fund Services December 2007 - October 2009
BISYS Fund Services September 2005 - December 2007
BISYS Fund Services September 1995 - September 2005
Skills
Mutual Funds, Fund Administration, Securities, Alternative Investments, Financial Services, Asset Managment, Fund Accounting, Relationship Management, Banking, Investments, Portfolio Management, Wealth Management, Equities, Financial Analysis, Financial Risk, Asset Management, Fixed Income, Risk Management, Series 63, Series 7, Derivatives, Asset Allocation, Bloomberg, Strategic Financial..., Investment Management, Capital Markets, Investment Advisory, Series 6, Investment Strategies, AML, FINRA, Series 24, Fund Of Funds, Trading, Global Custody, Middle Office, Bonds, ETFs, Back Office, Financial Markets
Education
The Ohio State University 1985 — 1988
Lou Ivanov, CIMP's Citi Fund Services Experience May 2004 - June 2006
Job AVP Data Quality Chief Data Office (Citi Technology Office) at Citigroup
Industry Financial Services
Experience
Citi December 2010 - Present
HomeWise Insurance Group June 2008 - June 2009
MetLife June 2006 - June 2008
Citi Fund Services May 2004 - June 2006
Skills
Forecasting, Strategic Financial..., Analysis, Portfolio Management, Financial Risk, Fixed Income, Budgets, Analytics, GAAP, Business Planning, Variance Analysis, Securities, Training, Fund Accounting, Financial Statements, Risk Management, Pricing, Equities, Finance, Financial Services, Leadership, Management, Project Management, Business Process..., Corporate Finance, Software Documentation
Education
Ohio Wesleyan University 2000 — 2004
Bachelor of Arts (B.A.), Economics/Finance
Citi December 2010 - Present
HomeWise Insurance Group June 2008 - June 2009
MetLife June 2006 - June 2008
Citi Fund Services May 2004 - June 2006
Skills
Forecasting, Strategic Financial..., Analysis, Portfolio Management, Financial Risk, Fixed Income, Budgets, Analytics, GAAP, Business Planning, Variance Analysis, Securities, Training, Fund Accounting, Financial Statements, Risk Management, Pricing, Equities, Finance, Financial Services, Leadership, Management, Project Management, Business Process..., Corporate Finance, Software Documentation
Education
Ohio Wesleyan University 2000 — 2004
Bachelor of Arts (B.A.), Economics/Finance
Nick Vaccari's Citi Fund Services Experience January 2011 - June 2011
Job Public Funds Advisor
Industry Financial Services
Experience
Meeder Investment Management November 2012 - Present
Meeder Investment Management July 2011 - November 2012
Citi Fund Services January 2011 - June 2011
Wells Fargo Financial March 2010 - November 2010
Skills
Sunguard, Microsoft Excel, Outlook, Mortgage Lending, Mortgage Banking, 401k, IRAs, Mutual Funds, Investment Banking, Investment Advisory, Envision Financial..., NSCC, PowerPoint, Sales, Leadership, Finance, Customer Service, Financial Services, Financial Analysis, Portfolio Management, Investments
Education
The Ohio State University 2006 — 2009
Bachelor of Science in Human Ecology, Finance and Financial Management Services
Meeder Investment Management November 2012 - Present
Meeder Investment Management July 2011 - November 2012
Citi Fund Services January 2011 - June 2011
Wells Fargo Financial March 2010 - November 2010
Skills
Sunguard, Microsoft Excel, Outlook, Mortgage Lending, Mortgage Banking, 401k, IRAs, Mutual Funds, Investment Banking, Investment Advisory, Envision Financial..., NSCC, PowerPoint, Sales, Leadership, Finance, Customer Service, Financial Services, Financial Analysis, Portfolio Management, Investments
Education
The Ohio State University 2006 — 2009
Bachelor of Science in Human Ecology, Finance and Financial Management Services
Jean-Marc Ricciardelli Jean-Marc Ricciardelli's Citi Fund Services Experience January 2000 - January 2008
Job CFO at Your Art Time, LLC
Industry Financial Services
Experience
Your Art Time, LLC January 2015 - Present
TradeStation Securities, Inc July 2011 - April 2015
TradeStation Securities, Inc July 2008 - July 2011
Citi Fund Services January 2000 - January 2008
Bisys Regulatory Services February 1996 - January 2000
Securities Consultants International January 1995 - February 1996
Skills
Quality Center, Test Automation, Software Quality..., QTP, Test Planning, Regression Testing, Test Cases, User Acceptance Testing, Manual Testing, System Testing, Testing, Test Management, Agile Methodologies, Black Box Testing, Databases, TCP/IP, Management
Education
Florida Atlantic University
Broward College
AA degree, Accounting
Your Art Time, LLC January 2015 - Present
TradeStation Securities, Inc July 2011 - April 2015
TradeStation Securities, Inc July 2008 - July 2011
Citi Fund Services January 2000 - January 2008
Bisys Regulatory Services February 1996 - January 2000
Securities Consultants International January 1995 - February 1996
Skills
Quality Center, Test Automation, Software Quality..., QTP, Test Planning, Regression Testing, Test Cases, User Acceptance Testing, Manual Testing, System Testing, Testing, Test Management, Agile Methodologies, Black Box Testing, Databases, TCP/IP, Management
Education
Florida Atlantic University
Broward College
AA degree, Accounting
David Faherty - JD/MBA's Citi Fund Services Experience June 2007 - March 2009
Job Absolute Investment Advisers LLC
Industry Investment Management
Experience
Absolute Investment Advisers LLC April 2014 - Present
Atlantic Fund Services March 2009 - April 2014
Citi Fund Services June 2007 - March 2009
Investors Bank & Trust April 2006 - June 2007
Skills
Mutual Funds, Securities, Financial Services, Hedge Funds, AML, SEC, Corporate Governance, Alternative Investment..., Securities Regulation, Fund Administration, Fund Of Funds, Business Development, Management Of Outside...
Education
University of Pennsylvania 1988 — 1992
B.A., History
Suffolk University Law School 2002 — 2005
J.D., Financial Services
Suffolk University - Sawyer School of Management 2003 — 2006
M.B.A.
Absolute Investment Advisers LLC April 2014 - Present
Atlantic Fund Services March 2009 - April 2014
Citi Fund Services June 2007 - March 2009
Investors Bank & Trust April 2006 - June 2007
Skills
Mutual Funds, Securities, Financial Services, Hedge Funds, AML, SEC, Corporate Governance, Alternative Investment..., Securities Regulation, Fund Administration, Fund Of Funds, Business Development, Management Of Outside...
Education
University of Pennsylvania 1988 — 1992
B.A., History
Suffolk University Law School 2002 — 2005
J.D., Financial Services
Suffolk University - Sawyer School of Management 2003 — 2006
M.B.A.
Vikram Rao Yerrabelli Vikram Rao Yerrabelli's Citi Fund Services Experience July 2009 - November 2009
Job Software developer Lead at American Electric Power
Industry Information Technology and Services
Experience
American Electric Power December 2013 - Present
American Electric Power November 2009 - December 2013
Citi Fund Services July 2009 - November 2009
IT Cell March 2009 - June 2009
American Electric Power (AEP) June 2005 - January 2009
American Electric Power June 2002 - June 2005
Intel February 2000 - April 2002
Skills
.NET, Agile Methodologies, Application Architecture, Business Analysis, Business Process..., C#, Data Modeling, Data Warehousing, Databases, Disaster Recovery, ETL, Enterprise Architecture, IT Management, ITIL, Informatica, Integration, JavaScript, Microsoft SQL Server, Oracle, PL/SQL, Project Management, Requirements Analysis, Requirements Gathering, SDLC, SOA, SQL, Software Development, Testing, Unix, Unix Shell Scripting, VB.NET, Visio, Visual Basic, Web Services, XML
Education
Kakatiya University 1992 — 1996
Bachelors, Mechhanical Engineering
American Electric Power December 2013 - Present
American Electric Power November 2009 - December 2013
Citi Fund Services July 2009 - November 2009
IT Cell March 2009 - June 2009
American Electric Power (AEP) June 2005 - January 2009
American Electric Power June 2002 - June 2005
Intel February 2000 - April 2002
Skills
.NET, Agile Methodologies, Application Architecture, Business Analysis, Business Process..., C#, Data Modeling, Data Warehousing, Databases, Disaster Recovery, ETL, Enterprise Architecture, IT Management, ITIL, Informatica, Integration, JavaScript, Microsoft SQL Server, Oracle, PL/SQL, Project Management, Requirements Analysis, Requirements Gathering, SDLC, SOA, SQL, Software Development, Testing, Unix, Unix Shell Scripting, VB.NET, Visio, Visual Basic, Web Services, XML
Education
Kakatiya University 1992 — 1996
Bachelors, Mechhanical Engineering
Bruce Rosenberg Bruce Rosenberg's Citi Fund Services Experience 2005 - 2006
Job Director at Credit Suisse
Industry Financial Services
Experience
Credit Suisse April 2008 - Present
Bank of New York Mellon March 2006 - April 2008
Citi Fund Services 2005 - 2006
Franklin Templeton 1994 - 2004
Coopers & Lybrand 1985 - 1993
Skills
Hedge Funds, Fund Of Funds, Alternative Investments, Equities, Mutual Funds, Securities, Capital Markets, Asset Managment, Private Equity, Investment Strategies, Derivatives, Fixed Income, Valuation, Asset Allocation, Investments, Portfolio Management, Swaps, Financial Services
Education
University of Wisconsin-Madison - School of Business 1983 — 1985
MS, Accounting
Cornell University 1979 — 1983
Bachelor of Science (BS), Agricultural Economics
Amity High School 1975 — 1979
Credit Suisse April 2008 - Present
Bank of New York Mellon March 2006 - April 2008
Citi Fund Services 2005 - 2006
Franklin Templeton 1994 - 2004
Coopers & Lybrand 1985 - 1993
Skills
Hedge Funds, Fund Of Funds, Alternative Investments, Equities, Mutual Funds, Securities, Capital Markets, Asset Managment, Private Equity, Investment Strategies, Derivatives, Fixed Income, Valuation, Asset Allocation, Investments, Portfolio Management, Swaps, Financial Services
Education
University of Wisconsin-Madison - School of Business 1983 — 1985
MS, Accounting
Cornell University 1979 — 1983
Bachelor of Science (BS), Agricultural Economics
Amity High School 1975 — 1979
Dennis Cousins's Citi Fund Services Experience August 2003 - December 2014
Job Vice President at Citi
Industry Financial Services
Experience
Citi January 2015 - Present
Citi Fund Services August 2003 - December 2014
JPMorgan Chase 1993 - 2003
Boston Financial Data Services 1992 - 1993
Skills
Requirements Gathering, SDLC, Process Improvement, Business Requirements, Business Analysis, Financial Analysis, Vendor Management, Fixed Income, Banking, Financial Services, Risk Management, Middle Office, Hedge Funds, Back Office, Visio, Equities, Requirements Analysis, Asset Management, Mutual Funds, Relationship Management, Securities, Portfolio Management
Education
Eastern Nazarene College 1988 — 1992
Bachelor's Degree, Business Administration and Management, General
Citi January 2015 - Present
Citi Fund Services August 2003 - December 2014
JPMorgan Chase 1993 - 2003
Boston Financial Data Services 1992 - 1993
Skills
Requirements Gathering, SDLC, Process Improvement, Business Requirements, Business Analysis, Financial Analysis, Vendor Management, Fixed Income, Banking, Financial Services, Risk Management, Middle Office, Hedge Funds, Back Office, Visio, Equities, Requirements Analysis, Asset Management, Mutual Funds, Relationship Management, Securities, Portfolio Management
Education
Eastern Nazarene College 1988 — 1992
Bachelor's Degree, Business Administration and Management, General
Benjamin Sloas's Citi Fund Services Experience 2006 - Present
Job Vice President at Citi
Industry Financial Services
Experience
BISYS Fund Services Vice PresidentCitiJanuary 2009 - Present
Citigroup 2009 - Present
Citi Fund Services 2006 - Present
Education
The Ohio State University 1993 — 1997
BISYS Fund Services Vice PresidentCitiJanuary 2009 - Present
Citigroup 2009 - Present
Citi Fund Services 2006 - Present
Education
The Ohio State University 1993 — 1997
Dave Stalling's Citi Fund Services Experience 2003 - February 2013
Job Infrastructure & Operations Capacity Planning Engineer at Nationwide Insurance
Industry Financial Services
Experience
Nationwide Insurance March 2013 - Present
Citi Fund Services 2003 - February 2013
Citi January 2006 - 2009
CITI Fund Services 2003 - 2009
Bank One Investment Management Group 1999 - 2001
Compuware 1995 - 1999
Nationwide Insurance 1995 - 1996
Mac Tools 1994 - 1995
Education
Capital University - School of Management 1999 — 2001
MBA, Business
DeVry University 1994 — 1996
BS, Computer Science
Nationwide Insurance March 2013 - Present
Citi Fund Services 2003 - February 2013
Citi January 2006 - 2009
CITI Fund Services 2003 - 2009
Bank One Investment Management Group 1999 - 2001
Compuware 1995 - 1999
Nationwide Insurance 1995 - 1996
Mac Tools 1994 - 1995
Education
Capital University - School of Management 1999 — 2001
MBA, Business
DeVry University 1994 — 1996
BS, Computer Science
Jeff Noe's Citi Fund Services Experience July 2006 - August 2007
Job Systems Support Engineer II at State Auto Insurance Companies
Industry Information Services
Experience
State Auto Insurance October 2013 - Present
Franklin Computer Services Group May 2011 - October 2013
Institute for Human Services May 2008 - May 2011
Citi Fund Services July 2006 - August 2007
J.P. Morgan Chase & Co. May 1998 - May 2006
Skills
BlueStripe FactFinder, Small Business Server, Windows Server 2008, Windows 7, Blackberry, Symantec Endpoint..., Backup Exec, spiceworks, Windows, Banking, Customer Service, Documentation, Databases, Excel, Fundraising, Hardware, Lotus Notes, Microsoft Office, Non-profits, Outlook, Retail, SQL, Troubleshooting, Teamwork, Team Management, TCP/IP, VoIP, VMware, Word, Wireless, Zenworks, Microsoft Excel, Microsoft Word, Windows Server, Technical Support, Software Documentation, Networking, Servers, Software Installation, Disaster Recovery, VMware ESX, Operating Systems, Active Directory, SharePoint, VPN, Microsoft SQL Server, Infrastructure, Access, Computer Hardware, IT Management
Education
DeVry
Electronics
Franklin University
Business, Communications
The Ohio State University
Architecture
Wright State University
Engineering
State Auto Insurance October 2013 - Present
Franklin Computer Services Group May 2011 - October 2013
Institute for Human Services May 2008 - May 2011
Citi Fund Services July 2006 - August 2007
J.P. Morgan Chase & Co. May 1998 - May 2006
Skills
BlueStripe FactFinder, Small Business Server, Windows Server 2008, Windows 7, Blackberry, Symantec Endpoint..., Backup Exec, spiceworks, Windows, Banking, Customer Service, Documentation, Databases, Excel, Fundraising, Hardware, Lotus Notes, Microsoft Office, Non-profits, Outlook, Retail, SQL, Troubleshooting, Teamwork, Team Management, TCP/IP, VoIP, VMware, Word, Wireless, Zenworks, Microsoft Excel, Microsoft Word, Windows Server, Technical Support, Software Documentation, Networking, Servers, Software Installation, Disaster Recovery, VMware ESX, Operating Systems, Active Directory, SharePoint, VPN, Microsoft SQL Server, Infrastructure, Access, Computer Hardware, IT Management
Education
DeVry
Electronics
Franklin University
Business, Communications
The Ohio State University
Architecture
Wright State University
Engineering
Jason Pierman's Citi Fund Services Experience 2000 - 2006
Job Manager at Special District Services, Inc
Industry Government Administration
Experience
Special District Services, Inc August 2006 - Present
BISYS February 2005 - August 2006
CITI Fund Services 2000 - 2006
BISYS September 2003 - February 2005
BISYS March 2002 - September 2003
BISYS February 2001 - March 2002
BISYS February 2000 - February 2001
Skills
Mutual Funds, Financial Services, Process Improvement, Relationship Management, Vendor Management, Business Analysis, Risk Management, Call Center, Project Management, Team Building, Strategic Planning, Change Management, Customer Service, Access, Local Government, Training, Account Management, Team Leadership, Executive Management, Coaching, Portfolio Management, Program Management, Management, Mergers & Acquisitions, Time Management, Analysis, Operations Management, Outsourcing, Strategy, Financial Analysis, Leadership, Budgets, Call Centers, Business Process..., Series 63, Performance Management, Sales, Finance, CRM, Cross-functional Team..., Consulting
Education
Denison University 1996 — 2000
BA, Media Technology & Arts
The Benjamin School 1981 — 1996
Special District Services, Inc August 2006 - Present
BISYS February 2005 - August 2006
CITI Fund Services 2000 - 2006
BISYS September 2003 - February 2005
BISYS March 2002 - September 2003
BISYS February 2001 - March 2002
BISYS February 2000 - February 2001
Skills
Mutual Funds, Financial Services, Process Improvement, Relationship Management, Vendor Management, Business Analysis, Risk Management, Call Center, Project Management, Team Building, Strategic Planning, Change Management, Customer Service, Access, Local Government, Training, Account Management, Team Leadership, Executive Management, Coaching, Portfolio Management, Program Management, Management, Mergers & Acquisitions, Time Management, Analysis, Operations Management, Outsourcing, Strategy, Financial Analysis, Leadership, Budgets, Call Centers, Business Process..., Series 63, Performance Management, Sales, Finance, CRM, Cross-functional Team..., Consulting
Education
Denison University 1996 — 2000
BA, Media Technology & Arts
The Benjamin School 1981 — 1996
Lisa Pilof's Citi Fund Services Experience 2007 - Present
Job Vice President Citi Fund Tax Services
Industry Accounting
Experience
Citi Fund Services 2007 - Present
Citi Fund Tax Services June 2006 - Present
Education
Pennsylvania State University 1987 — 1991
Citi Fund Services 2007 - Present
Citi Fund Tax Services June 2006 - Present
Education
Pennsylvania State University 1987 — 1991
Jessica Blosser's Citi Fund Services Experience October 2006 - March 2012
Job Manager at PwC
Industry Accounting
Experience
PwC February 2012 - Present
Citi Fund Services October 2006 - March 2012
RSM McGladrey January 1998 - April 2003
Education
DePaul University 2000 — 2003
MST, Taxation
Ohio University 1994 — 1997
BBA, Accounting
PwC February 2012 - Present
Citi Fund Services October 2006 - March 2012
RSM McGladrey January 1998 - April 2003
Education
DePaul University 2000 — 2003
MST, Taxation
Ohio University 1994 — 1997
BBA, Accounting
Matt Avery's Citi Fund Services Experience May 2014 - Present
Job Director NAM Fund Accounting at Citi Fund Services
Industry Financial Services
Experience
Citi Fund Services May 2014 - Present
Citi Fund Services 2005 - May 2014
Wells Fargo Asset Management January 2000 - May 2005
Pioneering Services Corporation June 1988 - December 2000
Skills
Mutual Funds, Financial Services, Process Improvement, Change Management, Business Analysis, Vendor Management, Securities, Asset Managment, Investments, Asset Management, Financial Analysis, Portfolio Management, Management, Banking, Risk Management, Account Reconciliation, Middle Office, Fund Accounting, Equities, Fixed Income, Back Office, Alternative Investments, Trading, Hedge Funds, Financial Risk, Relationship Management, Derivatives, Bonds, Fund Administration, Asset Allocation, Fund Of Funds, Bloomberg, Executive Management, Finance, Corporate Actions, Wealth Management, Leadership, Trading Systems, Capital Markets, AML, Financial Markets, Investment Management, Settlement, ETFs, Options, Prime Brokerage
Education
Norwich University 1984 — 1988
BA, Business Administration
Citi Fund Services May 2014 - Present
Citi Fund Services 2005 - May 2014
Wells Fargo Asset Management January 2000 - May 2005
Pioneering Services Corporation June 1988 - December 2000
Skills
Mutual Funds, Financial Services, Process Improvement, Change Management, Business Analysis, Vendor Management, Securities, Asset Managment, Investments, Asset Management, Financial Analysis, Portfolio Management, Management, Banking, Risk Management, Account Reconciliation, Middle Office, Fund Accounting, Equities, Fixed Income, Back Office, Alternative Investments, Trading, Hedge Funds, Financial Risk, Relationship Management, Derivatives, Bonds, Fund Administration, Asset Allocation, Fund Of Funds, Bloomberg, Executive Management, Finance, Corporate Actions, Wealth Management, Leadership, Trading Systems, Capital Markets, AML, Financial Markets, Investment Management, Settlement, ETFs, Options, Prime Brokerage
Education
Norwich University 1984 — 1988
BA, Business Administration
Melissa Bruns's Citi Fund Services Experience July 2008 - December 2011
Job Assistant Vice President at Citi Hedge Fund Services
Industry Financial Services
Experience
CITI Hedge Fund Services 2011 - Present
CITI Fund Services July 2008 - December 2011
CITI Fund Services July 2005 - July 2008
Skills
Hedge Funds, Financial Reporting, Mutual Funds, Financial Analysis, Investments, Securities, Financial Services, Risk Management, Financial Modeling, Equities, Asset Management, Alternative Investments, Fixed Income, Strategic Financial..., Accounting, Derivatives, Bloomberg, Internal Controls, Banking, Portfolio Management
Education
University of Dayton 2000 — 2004
Bacchelor of Science, Finance, General
CITI Hedge Fund Services 2011 - Present
CITI Fund Services July 2008 - December 2011
CITI Fund Services July 2005 - July 2008
Skills
Hedge Funds, Financial Reporting, Mutual Funds, Financial Analysis, Investments, Securities, Financial Services, Risk Management, Financial Modeling, Equities, Asset Management, Alternative Investments, Fixed Income, Strategic Financial..., Accounting, Derivatives, Bloomberg, Internal Controls, Banking, Portfolio Management
Education
University of Dayton 2000 — 2004
Bacchelor of Science, Finance, General
Brad Ellifritz's Citi Fund Services Experience March 2006 - November 2008
Job Customer Services Mgr at irth Solutions
Industry Information Technology and Services
Experience
irth Solutions November 2008 - August 2014
Citi Fund Services March 2006 - November 2008
Skills
SaaS, Salesforce.com, Solution Selling, Process Improvement, Project Management, Enterprise Software, Program Management, SharePoint, Integration, Team Leadership, Account Management, Disaster Recovery, Management, Cross-functional Team..., Visio, Cloud Computing, Customer Service
Education
Columbus State Community College
irth Solutions November 2008 - August 2014
Citi Fund Services March 2006 - November 2008
Skills
SaaS, Salesforce.com, Solution Selling, Process Improvement, Project Management, Enterprise Software, Program Management, SharePoint, Integration, Team Leadership, Account Management, Disaster Recovery, Management, Cross-functional Team..., Visio, Cloud Computing, Customer Service
Education
Columbus State Community College
Rob Chopyak's Citi Fund Services Experience May 2006 - January 2011
Job Vice President, Fidelity Pricing and Cash Management Services at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2011 - Present
Citi Fund Services May 2006 - January 2011
AIG SunAmerica Asset Management 2002 - 2006
AIG SunAmerica 2002 - 2006
Unified Fund Services 2000 - 2002
OppenheimerFunds 1990 - 1991
Skills
Asset Management, Cash Management, Equities, Financial Analysis, Financial Services, Fixed Income, Fund Accounting, Fund Administration, Hedge Funds, Investments, Mutual Funds, Risk Management, Securities, Series 7
Education
Regis University 1986 — 1990
Regis High School
Fidelity Investments January 2011 - Present
Citi Fund Services May 2006 - January 2011
AIG SunAmerica Asset Management 2002 - 2006
AIG SunAmerica 2002 - 2006
Unified Fund Services 2000 - 2002
OppenheimerFunds 1990 - 1991
Skills
Asset Management, Cash Management, Equities, Financial Analysis, Financial Services, Fixed Income, Fund Accounting, Fund Administration, Hedge Funds, Investments, Mutual Funds, Risk Management, Securities, Series 7
Education
Regis University 1986 — 1990
Regis High School
Scott Roseberry's Citi Fund Services Experience August 2007 - April 2015
Job Vice President at SunGard Investor Services
Industry Financial Services
Experience
SunGard Investor Services April 2015 - Present
CITI Fund Services August 2007 - April 2015
BISYS Fund Services March 1996 - August 2007
Skills
Series 6, Series 63, Series 26, Live Sound, Asset Management, Business Analysis, FINRA, Relationship Management, Securities, Finance, Mutual Funds, Risk Management, Alternative Investments, Hedge Funds, Financial Services, Management, Banking, Project Management, Investments
Education
Capital University 1990 — 1994
Bachelor’s Degree, Finance, General
SunGard Investor Services April 2015 - Present
CITI Fund Services August 2007 - April 2015
BISYS Fund Services March 1996 - August 2007
Skills
Series 6, Series 63, Series 26, Live Sound, Asset Management, Business Analysis, FINRA, Relationship Management, Securities, Finance, Mutual Funds, Risk Management, Alternative Investments, Hedge Funds, Financial Services, Management, Banking, Project Management, Investments
Education
Capital University 1990 — 1994
Bachelor’s Degree, Finance, General
Antricia Tran's Citi Fund Services Experience November 2007 - Present
Job Intermediate Operations Support Analyst at CITI Fund Services
Industry Financial Services
Experience
CITI Fund Services November 2007 - Present
We're Rolling Pretzel Company October 2003 - May 2007
Speed Sourcing, Inc. May 2000 - March 2004
Skills
Process Improvement, Microsoft Excel, Strategic Planning, Management, Business Analysis, Microsoft Office, Budgets, Customer Service, Risk Management, Requirements Analysis, Project Management, Project Planning, Vendor Management, Analysis, Financial Analysis, Software Documentation, Leadership, Change Management, Banking, Training, Program Management, Access, Team Leadership, Visio, Call Centers
Education
DeVry Keller Graduate School of Management 2008 — 2010
Certificate of Complettion, Project Management, 3.86
The Ohio State University
Bachelor of Science, Finance
CITI Fund Services November 2007 - Present
We're Rolling Pretzel Company October 2003 - May 2007
Speed Sourcing, Inc. May 2000 - March 2004
Skills
Process Improvement, Microsoft Excel, Strategic Planning, Management, Business Analysis, Microsoft Office, Budgets, Customer Service, Risk Management, Requirements Analysis, Project Management, Project Planning, Vendor Management, Analysis, Financial Analysis, Software Documentation, Leadership, Change Management, Banking, Training, Program Management, Access, Team Leadership, Visio, Call Centers
Education
DeVry Keller Graduate School of Management 2008 — 2010
Certificate of Complettion, Project Management, 3.86
The Ohio State University
Bachelor of Science, Finance
Karin Chamberlin's Citi Fund Services Experience November 2006 - Present
Job Realtor at Coldwell Banker
Industry Information Technology and Services
Experience
Coldwell Banker 2012 - Present
Citi Fund Services November 2006 - Present
OHIC Insurance Company 1996 - November 2006
Winsbury/Bisys 1993 - 1996
Skills
Selling, Time Management, Vendor Management, Disaster Recovery, Business Analysis, Risk Management, Process Improvement, Project Management, Visio, Data Center, Program Management, Change Management, Management, IT Management, Financial Services, Windows Server
Education
Columbus State Community College
Coldwell Banker 2012 - Present
Citi Fund Services November 2006 - Present
OHIC Insurance Company 1996 - November 2006
Winsbury/Bisys 1993 - 1996
Skills
Selling, Time Management, Vendor Management, Disaster Recovery, Business Analysis, Risk Management, Process Improvement, Project Management, Visio, Data Center, Program Management, Change Management, Management, IT Management, Financial Services, Windows Server
Education
Columbus State Community College
Sara Braskett's Citi Fund Services Experience September 2007 - Present
Job Vice President and Product Relationship Manager Citi
Industry Financial Services
Experience
Citi Fund Services September 2007 - Present
BISYS Fund Services February 1998 - February 2003
Education
The Ohio State University 1991 — 1995
Citi Fund Services September 2007 - Present
BISYS Fund Services February 1998 - February 2003
Education
The Ohio State University 1991 — 1995
Keith Abbate's Citi Fund Services Experience 2000 - 2008
Job Product Manager at RR Donnelley
Industry Financial Services
Experience
RR Donnelley January 2014 - Present
Alphametrix360 LLC June 2008 - January 2014
Citi Fund Services 2000 - 2008
Skills
Hedge Funds, Financial Reporting, Mutual Funds, Fund Administration, Financial Analysis, Accounting
Education
The Ohio State University 1996 — 2000
Bachelor of Science (BS) in Business Administration, Finance, General
RR Donnelley January 2014 - Present
Alphametrix360 LLC June 2008 - January 2014
Citi Fund Services 2000 - 2008
Skills
Hedge Funds, Financial Reporting, Mutual Funds, Fund Administration, Financial Analysis, Accounting
Education
The Ohio State University 1996 — 2000
Bachelor of Science (BS) in Business Administration, Finance, General
James Bourget's Citi Fund Services Experience 2008 - Present
Job Assistant Vice President at Citi
Industry Financial Services
Experience
Citi Fund Services 2008 - Present
Citi Fund Services November 2007 - December 2008
CitiStreet June 2003 - December 2006
Skills
Financial Services, Mutual Funds, Securities, Risk Management, Investments, Business Analysis, Relationship Management, Process Improvement, Series 63, Vendor Management, Customer Service, Call Center, Microsoft Excel, Project Management, Operations Management, Series 6, Management, Business Process..., Microsoft Office, Change Management, Outlook, Microsoft Word, Performance Management, Leadership, Call Centers, Fund Administration, Banking, Analysis, Fund Accounting, Equities, Fixed Income
Education
University of Maryland College Park 1993 — 1995
M.A.
University of Maine 1987 — 1991
B.A.
Citi Fund Services 2008 - Present
Citi Fund Services November 2007 - December 2008
CitiStreet June 2003 - December 2006
Skills
Financial Services, Mutual Funds, Securities, Risk Management, Investments, Business Analysis, Relationship Management, Process Improvement, Series 63, Vendor Management, Customer Service, Call Center, Microsoft Excel, Project Management, Operations Management, Series 6, Management, Business Process..., Microsoft Office, Change Management, Outlook, Microsoft Word, Performance Management, Leadership, Call Centers, Fund Administration, Banking, Analysis, Fund Accounting, Equities, Fixed Income
Education
University of Maryland College Park 1993 — 1995
M.A.
University of Maine 1987 — 1991
B.A.
Becky Hartsook's Citi Fund Services Experience HR AssistantCiti Fund Services1999 - Present
Job HR Assistant at Citi Fund Services
Industry Facilities Services
Experience
Citi Fund Services HR AssistantCiti Fund Services1999 - Present
Citi Fund Servies 1999 - Present
Citi Fund services 1999 - Present
Education
Franklin University
Citi Fund Services HR AssistantCiti Fund Services1999 - Present
Citi Fund Servies 1999 - Present
Citi Fund services 1999 - Present
Education
Franklin University
Jennifer Millenbaugh's Citi Fund Services Experience October 1995 - April 2013
Job Project Manager at Huntington Asset Services
Industry Financial Services
Experience
Huntington Asset Services April 2013 - Present
Citi Fund Services October 1995 - April 2013
Citi October 1995 - April 2013
Education
The Ohio State University Fisher College of Business
Huntington Asset Services April 2013 - Present
Citi Fund Services October 1995 - April 2013
Citi October 1995 - April 2013
Education
The Ohio State University Fisher College of Business
Jerry McCullough's Citi Fund Services Experience 2009 - 2010
Job Retired
Industry Accounting
Experience
Scottish Re 2010 - 2013
Citi Fund Services 2009 - 2010
TIAA-CREF 1992 - 2008
Deloitte & Touche 1978 - 1992
Skills
GAAP and SAP Accounting, Financial Reporting, Accounting, SEC filings, Sarbanes-Oxley Act, Internal Controls, Consolidation, Strategic Financial..., General Ledger, Financial Analysis, Financial Accounting, Auditing, Risk Management, Investments, Strategic Planning, Leadership, Management, Finance, Cash Flow, Valuation, Portfolio Management, Executive Management, Insurance, Private Equity, Financial Services, Mergers & Acquisitions, Change Management, Securities, Capital Markets, Financial Risk, Banking, Mutual Funds, Analysis, Due Diligence, US GAAP, Managerial Finance, Enterprise Risk..., Asset Management, Budgets, Financial Statements, Fund Accounting, IFRS, Financial Audits, Treasury Management, Alternative Investments
Education
The University of Southern Mississippi 1976 — 1978
MS, Accounting
Millsaps College 1971 — 1975
BA, Accounting
Scottish Re 2010 - 2013
Citi Fund Services 2009 - 2010
TIAA-CREF 1992 - 2008
Deloitte & Touche 1978 - 1992
Skills
GAAP and SAP Accounting, Financial Reporting, Accounting, SEC filings, Sarbanes-Oxley Act, Internal Controls, Consolidation, Strategic Financial..., General Ledger, Financial Analysis, Financial Accounting, Auditing, Risk Management, Investments, Strategic Planning, Leadership, Management, Finance, Cash Flow, Valuation, Portfolio Management, Executive Management, Insurance, Private Equity, Financial Services, Mergers & Acquisitions, Change Management, Securities, Capital Markets, Financial Risk, Banking, Mutual Funds, Analysis, Due Diligence, US GAAP, Managerial Finance, Enterprise Risk..., Asset Management, Budgets, Financial Statements, Fund Accounting, IFRS, Financial Audits, Treasury Management, Alternative Investments
Education
The University of Southern Mississippi 1976 — 1978
MS, Accounting
Millsaps College 1971 — 1975
BA, Accounting
Josh Sockrider's Citi Fund Services Experience February 2010 - May 2014
Job Risk analyst II at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2014 - Present
Citi Fund Services February 2010 - May 2014
Citi Fund Services October 2007 - February 2010
Northwestern Mutual Financial Network February 2002 - October 2007
Charles Schwab June 2000 - August 2001
Skills
Securities Regulation, Procedure Analysis, Process Improvement, Series 7, FINRA, Investments, Securities, Risk Management, Financial Risk, Mutual Funds, Sales, Equities, Insurance, Banking, Leadership, registered hedge funds, Alternative Investments, Relationship Management, Financial Services
Education
Franklin University 2010 — 2011
Master of Business Administration, MBA
Bowling Green State University 1995 — 1999
BSBA, Finance and Ineternational Business
J.P. Morgan May 2014 - Present
Citi Fund Services February 2010 - May 2014
Citi Fund Services October 2007 - February 2010
Northwestern Mutual Financial Network February 2002 - October 2007
Charles Schwab June 2000 - August 2001
Skills
Securities Regulation, Procedure Analysis, Process Improvement, Series 7, FINRA, Investments, Securities, Risk Management, Financial Risk, Mutual Funds, Sales, Equities, Insurance, Banking, Leadership, registered hedge funds, Alternative Investments, Relationship Management, Financial Services
Education
Franklin University 2010 — 2011
Master of Business Administration, MBA
Bowling Green State University 1995 — 1999
BSBA, Finance and Ineternational Business
Lisa Pilof's Citi Fund Services Experience June 2006 - August 2008
Job Head of US TaxMettler Toledo
Industry Industrial Automation
Experience
Mettler-Toledo International, Inc January 2014 - Present
NiSource 2008 - Present
Citi Fund Services June 2006 - August 2008
Citigroup 2006 - 2008
Citigroup 2006 - 2007
Bisys 2006 - 2007
Accuride Corporation November 2002 - June 2006
Ernst & Young March 2001 - September 2002
Sisterson & Co. LLP January 1994 - March 2001
Skills
Income Tax, Tax Returns, Property Tax, Corporate Tax, Tax, Internal Controls, Financial Reporting, Management
Education
Robert Morris University 1999 — 2011
M.S., Taxation
Penn State University 1987 — 1991
B.S., Accounting
Mettler-Toledo International, Inc January 2014 - Present
NiSource 2008 - Present
Citi Fund Services June 2006 - August 2008
Citigroup 2006 - 2008
Citigroup 2006 - 2007
Bisys 2006 - 2007
Accuride Corporation November 2002 - June 2006
Ernst & Young March 2001 - September 2002
Sisterson & Co. LLP January 1994 - March 2001
Skills
Income Tax, Tax Returns, Property Tax, Corporate Tax, Tax, Internal Controls, Financial Reporting, Management
Education
Robert Morris University 1999 — 2011
M.S., Taxation
Penn State University 1987 — 1991
B.S., Accounting
Courtney Norbury's Citi Fund Services Experience 2006 - 2008
Job Financial Services Professional
Industry Financial Services
Experience
None- Former VP at Citi GTS June 2006 - January 2008
Citi Fund Services 2006 - 2008
Mass Financial Services 1986 - 2002
MFS Investment Management 1900 - 2000
BFDS 1985 - 1986
Education
University of Rhode Island 1980 — 1984
None- Former VP at Citi GTS June 2006 - January 2008
Citi Fund Services 2006 - 2008
Mass Financial Services 1986 - 2002
MFS Investment Management 1900 - 2000
BFDS 1985 - 1986
Education
University of Rhode Island 1980 — 1984
Paulina Krzeminska's Citi Fund Services Experience January 2012 - Present
Job Assistant Vice President, Compliance Analyst at Citi Fund Services
Industry Legal Services
Experience
CITI FUND SERVICES January 2012 - Present
Skills
Compliance, 1940 Act, Risk Assessment, Gap Analysis, Corporate Governance, Regulatory Filings, SEC filings, Procedure Development, Procedure Review, Drafting Policies, Analytical Skills, Quality Assurance, Mutual Funds, Closed-end Funds
Education
Harvard University 2007 — 2013
Bachelor of Social Science
North Shore Community College 2004 — 2007
Associates
Liceum Ekonomiczne Imienia Mikolaja Kopernika Warsaw, Poland 1995 — 1999
Bachelor's degree
CITI FUND SERVICES January 2012 - Present
Skills
Compliance, 1940 Act, Risk Assessment, Gap Analysis, Corporate Governance, Regulatory Filings, SEC filings, Procedure Development, Procedure Review, Drafting Policies, Analytical Skills, Quality Assurance, Mutual Funds, Closed-end Funds
Education
Harvard University 2007 — 2013
Bachelor of Social Science
North Shore Community College 2004 — 2007
Associates
Liceum Ekonomiczne Imienia Mikolaja Kopernika Warsaw, Poland 1995 — 1999
Bachelor's degree
Chuck Booth's Citi Fund Services Experience April 1988 - Present
Job Director at Citi Fund Services
Industry Financial Services
Experience
Citi Fund Services April 1988 - Present
Bisys Fund Services/ The Winsbury Group 1988 - Present
State Savings Bank May 1982 - April 1988
Education
University of Dayton 1985 — 1987
MBA, Finance
The Ohio State University Fisher College of Business 1978 — 1982
BS, Finance
Citi Fund Services April 1988 - Present
Bisys Fund Services/ The Winsbury Group 1988 - Present
State Savings Bank May 1982 - April 1988
Education
University of Dayton 1985 — 1987
MBA, Finance
The Ohio State University Fisher College of Business 1978 — 1982
BS, Finance
Nick Dix's Citi Fund Services Experience May 2007 - March 2009
Job Program Manager at LexisNexis
Industry Information Services
Experience
LexisNexis November 2009 - November 2011
Reed Elsevier Technology Services March 2009 - November 2011
Citi Fund Services May 2007 - March 2009
Citi February 2006 - April 2007
Manatron 2004 - 2006
Civica CMI 1994 - 2004
RSS Marketing, Inc. September 1992 - August 1994
Education
University of Dayton 1982 — 1986
BS, Management Information Systems
LexisNexis November 2009 - November 2011
Reed Elsevier Technology Services March 2009 - November 2011
Citi Fund Services May 2007 - March 2009
Citi February 2006 - April 2007
Manatron 2004 - 2006
Civica CMI 1994 - 2004
RSS Marketing, Inc. September 1992 - August 1994
Education
University of Dayton 1982 — 1986
BS, Management Information Systems
Dan Igo's Citi Fund Services Experience 2004 - May 2013
Job Director, Asset Management Compliance at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2014 - Present
Foreside Financial Group, LLC June 2013 - April 2014
Citi Fund Services 2004 - May 2013
Skills
Asset Management, Funding, Hedge Funds, Mutual Funds, Alternative Investments
Education
La Salle University 1989 — 1993
BA, Inter'l Economics
Fidelity Investments April 2014 - Present
Foreside Financial Group, LLC June 2013 - April 2014
Citi Fund Services 2004 - May 2013
Skills
Asset Management, Funding, Hedge Funds, Mutual Funds, Alternative Investments
Education
La Salle University 1989 — 1993
BA, Inter'l Economics
Diana Hanlin's Citi Fund Services Experience October 2010 - Present
Job Senior Vice President, Compliance at Citi Fund Services
Industry Financial Services
Experience
Citi Fund Services October 2010 - Present
RidgeWorth Funds May 2008 - October 2010
RidgeWorth Investments May 2008 - October 2010
BB&T April 2007 - May 2008
BISYS December 1996 - March 2007
Skills
Mutual Funds, Securities, Hedge Funds, Alternative Investments, Financial Services, Asset Management, Equities, Fixed Income, Investments, FINRA
Education
The Ohio State University 1992 — 1996
B.A.
Citi Fund Services October 2010 - Present
RidgeWorth Funds May 2008 - October 2010
RidgeWorth Investments May 2008 - October 2010
BB&T April 2007 - May 2008
BISYS December 1996 - March 2007
Skills
Mutual Funds, Securities, Hedge Funds, Alternative Investments, Financial Services, Asset Management, Equities, Fixed Income, Investments, FINRA
Education
The Ohio State University 1992 — 1996
B.A.
Christopher Shutrump's Citi Fund Services Experience 2004 - 2008
Job Assistant Vice President/Section Manager at Citi Fund Service, Inc.
Industry Financial Services
Experience
Citi October 2001 - Present
Citi Fund Services 2004 - 2008
BISYS Fund Services 2001 - 2004
Value City Department Stores August 2000 - August 2001
The Midland Life Insurance Company(Midland was Purchased and relocated) March 2000 - August 2000
BISYS Fund Services October 1993 - March 2000
Skills
Fund Accounting, Accounting, Mutual Funds, Hedge Funds, Financial Analysis, Financial Reporting, Budgets, Financial Accounting, Accruals, Accounts Payable, Investments, US GAAP, Real Estate Development, Real Estate Financing, Operations Management, Operational Oversight, Strategic Financial..., Auditing, Operational Risk..., Sarbanes-Oxley, Banking, Financial Modeling, Asset Management, Finance, Financial Services, Securities
Education
The Ohio State University Fisher College of Business
BSBA
Citi October 2001 - Present
Citi Fund Services 2004 - 2008
BISYS Fund Services 2001 - 2004
Value City Department Stores August 2000 - August 2001
The Midland Life Insurance Company(Midland was Purchased and relocated) March 2000 - August 2000
BISYS Fund Services October 1993 - March 2000
Skills
Fund Accounting, Accounting, Mutual Funds, Hedge Funds, Financial Analysis, Financial Reporting, Budgets, Financial Accounting, Accruals, Accounts Payable, Investments, US GAAP, Real Estate Development, Real Estate Financing, Operations Management, Operational Oversight, Strategic Financial..., Auditing, Operational Risk..., Sarbanes-Oxley, Banking, Financial Modeling, Asset Management, Finance, Financial Services, Securities
Education
The Ohio State University Fisher College of Business
BSBA
Bob Crain's Citi Fund Services Experience October 2000 - Present
Job Vice President of Portfolio Compliance at Citi Fund Services
Industry Financial Services
Experience
Citi Fund Services October 2000 - Present
Education
Bowling Green State University 1996 — 2000
BSBA, Business
Citi Fund Services October 2000 - Present
Education
Bowling Green State University 1996 — 2000
BSBA, Business
Curtis Barnes's Citi Fund Services Experience Senior Legal AnalystJohn Hancock AdvisorsFebruary 1984 - May 1995
Job Sr. Vice President at Citi Fund Services
Industry Financial Services
Experience
Citi Fund Services Senior Legal AnalystJohn Hancock AdvisorsFebruary 1984 - May 1995
Skills
Financial Analysis, Mutual Funds, Due Diligence, Securities, Hedge Funds, Asset Management, Funding
Education
Stephen F. Austin State University 1972 — 1976
BA, Political Science, French
Citi Fund Services Senior Legal AnalystJohn Hancock AdvisorsFebruary 1984 - May 1995
Skills
Financial Analysis, Mutual Funds, Due Diligence, Securities, Hedge Funds, Asset Management, Funding
Education
Stephen F. Austin State University 1972 — 1976
BA, Political Science, French
Eric Gasaway's Citi Fund Services Experience December 2012 - Present
Job Vice President at Citi Fund Services
Industry Financial Services
Experience
Citi Fund Services December 2012 - Present
Education
The Ohio State University 1987 — 1991
Bachelor of Science, Finance
Citi Fund Services December 2012 - Present
Education
The Ohio State University 1987 — 1991
Bachelor of Science, Finance
Michael Philipps's Citi Fund Services Experience October 2006 - Present
Job AVP at Citi Fund Services, Board Member On Common Ground
Industry Financial Services
Experience
Citi Fund Services October 2006 - Present
On Common Ground May 2014 - June 2015
KKRB Consulting October 2003 - November 2006
State Street November 2001 - October 2003
Arthur Andersen LLP April 1998 - September 2001
BISYS Fund Services September 1995 - April 1998
Merrill Lynch January 1994 - September 1995
Sanford C. Bernstein June 1988 - January 1994
Skills
Mutual Funds, Fund Administration, Policy and Procedure..., Process Improvement, Business Planning, Staffing Models, Performance Measurement, Software Implementation, Software Project..., Management Consulting, Operational Risk..., Quality Management, Finance, Portfolio Management
Education
Long Island University, C.W. Post Campus 1983 — 1987
Bachelor of Science (BS), Business Administration and Management, General
Citi Fund Services October 2006 - Present
On Common Ground May 2014 - June 2015
KKRB Consulting October 2003 - November 2006
State Street November 2001 - October 2003
Arthur Andersen LLP April 1998 - September 2001
BISYS Fund Services September 1995 - April 1998
Merrill Lynch January 1994 - September 1995
Sanford C. Bernstein June 1988 - January 1994
Skills
Mutual Funds, Fund Administration, Policy and Procedure..., Process Improvement, Business Planning, Staffing Models, Performance Measurement, Software Implementation, Software Project..., Management Consulting, Operational Risk..., Quality Management, Finance, Portfolio Management
Education
Long Island University, C.W. Post Campus 1983 — 1987
Bachelor of Science (BS), Business Administration and Management, General
James Downey's Citi Fund Services Experience January 2007 - April 2013
Job Senior Investigator, Veterans Employment and Training at U.S. Department of Labor
Industry Financial Services
Experience
U.S. Department of Labor March 2014 - Present
U.S. Army JAG Corps 1993 - Present
MMS 2015 - 2015
MAPC 2013 - 2015
Braintree Resident 2011 - 2015
Braintree Resident 2011 - 2015
Braintree Resident 2011 - 2015
Massachusetts Department of Veterans' Services 2013 - March 2014
Citi Fund Services January 2007 - April 2013
Villanova University 2013 - 2013
Skills
Litigation, Securities, Hedge Funds, Securities Regulation, Corporate Governance, Negotiation, Capital Markets, Risk Management
Education
U.S. Army Command and General Staff College (ILE) 2013 — 2014
Military Operational Art and Science/Studies
Suffolk University Law School 1994 — 1997
Doctor of Law (J.D.)
The University of Rhode Island 1988 — 1992
Bachelor of Arts (B.A.), Political Science and Government
Rogers High School, Newport, R.I. 1984 — 1988
U.S. Department of Labor March 2014 - Present
U.S. Army JAG Corps 1993 - Present
MMS 2015 - 2015
MAPC 2013 - 2015
Braintree Resident 2011 - 2015
Braintree Resident 2011 - 2015
Braintree Resident 2011 - 2015
Massachusetts Department of Veterans' Services 2013 - March 2014
Citi Fund Services January 2007 - April 2013
Villanova University 2013 - 2013
Skills
Litigation, Securities, Hedge Funds, Securities Regulation, Corporate Governance, Negotiation, Capital Markets, Risk Management
Education
U.S. Army Command and General Staff College (ILE) 2013 — 2014
Military Operational Art and Science/Studies
Suffolk University Law School 1994 — 1997
Doctor of Law (J.D.)
The University of Rhode Island 1988 — 1992
Bachelor of Arts (B.A.), Political Science and Government
Rogers High School, Newport, R.I. 1984 — 1988
Kinga Kapuscinski's Citi Fund Services Experience 2004 - 2007
Job Assistant Vice President and Senior Counsel, John Hancock Funds
Industry Financial Services
Experience
John Hancock Financial Services October 2007 - Present
Citi Fund Services 2004 - 2007
Goodwin Procter LLP 2001 - 2004
The Honorable Frank H. Freedman, U.S. District Court for the District of Massachusetts 1999 - 2001
Northeastern University 1997 - 1997
Skills
Closed-end Funds, Corporate Governance, Investment Management, Mutual Funds, Securities Regulation, Contract Negotiation
Education
Northeastern University School of Law 1996 — 1999
Doctor of Law (J.D.)
Boston University 1991 — 1995
Bachelor of Arts (B.A.) with Distinction, International Relations
John Hancock Financial Services October 2007 - Present
Citi Fund Services 2004 - 2007
Goodwin Procter LLP 2001 - 2004
The Honorable Frank H. Freedman, U.S. District Court for the District of Massachusetts 1999 - 2001
Northeastern University 1997 - 1997
Skills
Closed-end Funds, Corporate Governance, Investment Management, Mutual Funds, Securities Regulation, Contract Negotiation
Education
Northeastern University School of Law 1996 — 1999
Doctor of Law (J.D.)
Boston University 1991 — 1995
Bachelor of Arts (B.A.) with Distinction, International Relations
Marjorie Dieuseul's Citi Fund Services Experience November 2005 - April 2007
Job Wealth Private Client Specialist
Industry Financial Services
Experience
TD Wealth Management September 2012 - Present
Comerica Bank & Trust November 2009 - September 2012
Huntington National Bank April 2007 - November 2009
Citi Fund Services November 2005 - April 2007
Skills
Mutual Funds, Financial Services, Securities, Account Reconciliation, Risk Management, Management, FINRA Series 66, FINRA Series 7, Investments, Finance
Education
Franklin University
Bachelor of Science, Human Resource Management
TD Wealth Management September 2012 - Present
Comerica Bank & Trust November 2009 - September 2012
Huntington National Bank April 2007 - November 2009
Citi Fund Services November 2005 - April 2007
Skills
Mutual Funds, Financial Services, Securities, Account Reconciliation, Risk Management, Management, FINRA Series 66, FINRA Series 7, Investments, Finance
Education
Franklin University
Bachelor of Science, Human Resource Management
Carl Foulke's Citi Fund Services Experience January 1997 - January 2009
Job Accounting Professional
Industry Accounting
Experience
JPMorgan Chase Bank August 2011 - Present
JP Morgan Chase- Chaseworks January 2011 - July 2011
Citi Fund Services January 1997 - January 2009
BISYS Fund Services January 1997 - January 2004
BISYS Fund Services January 1997 - January 2004
Safelite Auto Glass Corporation January 1994 - January 1997
Safelite Auto Glass Corporation January 1994 - January 1997
Skills
Accounting, Microsoft Word, Microsoft Excel, Customer Service, Mutual Funds, Financial Analysis, Invoicing, PowerPoint, Process Improvement, Training, Research, Team Leadership, Auditing, Analysis, Insurance, Accounts Payable, Banking, Time Management, Account Reconciliation, Team Building, Management, Payroll, Risk Management, Financial Reporting, Access, Forecasting, Financial Accounting, General Ledger, Budgets, Financial Statements, Sarbanes-Oxley Act, Internal Controls, Financial Modeling
Education
Franklin University
Bachelor of Science, Accounting
JPMorgan Chase Bank August 2011 - Present
JP Morgan Chase- Chaseworks January 2011 - July 2011
Citi Fund Services January 1997 - January 2009
BISYS Fund Services January 1997 - January 2004
BISYS Fund Services January 1997 - January 2004
Safelite Auto Glass Corporation January 1994 - January 1997
Safelite Auto Glass Corporation January 1994 - January 1997
Skills
Accounting, Microsoft Word, Microsoft Excel, Customer Service, Mutual Funds, Financial Analysis, Invoicing, PowerPoint, Process Improvement, Training, Research, Team Leadership, Auditing, Analysis, Insurance, Accounts Payable, Banking, Time Management, Account Reconciliation, Team Building, Management, Payroll, Risk Management, Financial Reporting, Access, Forecasting, Financial Accounting, General Ledger, Budgets, Financial Statements, Sarbanes-Oxley Act, Internal Controls, Financial Modeling
Education
Franklin University
Bachelor of Science, Accounting
Paul Harold's Citi Fund Services Experience January 2006 - February 2008
Job Sr Representative at Atlantic Fund Administration, LLC
Industry Investment Management
Experience
Atlantic Fund Administration, LLC April 2008 - Present
Citi Fund Services January 2006 - February 2008
Education
University of Maine 1996 — 2000
BS, FINANCE
Atlantic Fund Administration, LLC April 2008 - Present
Citi Fund Services January 2006 - February 2008
Education
University of Maine 1996 — 2000
BS, FINANCE
Brian Wesolowski's Citi Fund Services Experience June 2012 - Present
Job SEC Processing Rep 2 at SunGard Investor Services
Industry Financial Services
Experience
SunGard Investor Services March 2015 - Present
Citi Fund Services June 2012 - Present
Citi Fund Services June 2011 - June 2012
Suburban News Publications January 2008 - June 2011
Skills
Newspaper, Advertising, Advertising Sales, Layout, Online Advertising, Digital Media, Marketing Strategy, Graphic Design, Email Marketing, Social Media, Digital Marketing, Copywriting, Direct Marketing, Newspapers, Direct Mail, Customer Service, Integrated Marketing, Press Releases
Education
University of Cincinnati 2001 — 2004
Bachelor of Business Administration, Marketing
University of Cincinnati College of Business
Bachelor of Business Administration (B.B.A.), Marketing
SunGard Investor Services March 2015 - Present
Citi Fund Services June 2012 - Present
Citi Fund Services June 2011 - June 2012
Suburban News Publications January 2008 - June 2011
Skills
Newspaper, Advertising, Advertising Sales, Layout, Online Advertising, Digital Media, Marketing Strategy, Graphic Design, Email Marketing, Social Media, Digital Marketing, Copywriting, Direct Marketing, Newspapers, Direct Mail, Customer Service, Integrated Marketing, Press Releases
Education
University of Cincinnati 2001 — 2004
Bachelor of Business Administration, Marketing
University of Cincinnati College of Business
Bachelor of Business Administration (B.B.A.), Marketing
Eric Phipps's Citi Fund Services Experience June 2006 - October 2014
Job Chief Compliance Officer at (New York City Private Equity firm)
Industry Financial Services
Experience
(Private Equity firm) October 2014 - Present
The Boston Trust & Walden Funds October 2006 - October 2014
Citi Fund Services June 2006 - October 2014
US Securities and Exchange Commission October 2004 - May 2006
BISYS Fund Services December 1995 - September 2004
Skills
Hedge Funds
Education
The Ohio State University 1989 — 1994
Bachelor of Business Administration (BBA), Finance
(Private Equity firm) October 2014 - Present
The Boston Trust & Walden Funds October 2006 - October 2014
Citi Fund Services June 2006 - October 2014
US Securities and Exchange Commission October 2004 - May 2006
BISYS Fund Services December 1995 - September 2004
Skills
Hedge Funds
Education
The Ohio State University 1989 — 1994
Bachelor of Business Administration (BBA), Finance
Dale Wire's Citi Fund Services Experience August 2009 - July 2013
Job
Industry Logistics and Supply Chain
Experience
Bering Straits Information Technology October 2013 - Present
Citi Fund Services August 2009 - July 2013
Citi Fund Services April 2005 - August 2009
BISYS Fund Services November 1994 - April 2005
Ohio Air National Guard October 1991 - December 2000
U.S. Air Force & Ohio Air National Guard September 1987 - October 1991
U.S. Air Force October 1984 - August 1987
U.S. Air Force May 1978 - September 1981
Skills
Mutual Funds, Microsoft Excel, Risk Management, Banking, Microsoft Office, Investments, Mutual Fund Accounting, Mutual Fund Regulatory..., Microsoft Visual Basic..., SunGard InvestOne..., Bloomberg Financial..., Hedge Funds, Fixed Income, Budgets, Business Process..., Employee Training
Education
The University of Akron 1990 — 1993
Bachelor's Degree, Accounting
Bering Straits Information Technology October 2013 - Present
Citi Fund Services August 2009 - July 2013
Citi Fund Services April 2005 - August 2009
BISYS Fund Services November 1994 - April 2005
Ohio Air National Guard October 1991 - December 2000
U.S. Air Force & Ohio Air National Guard September 1987 - October 1991
U.S. Air Force October 1984 - August 1987
U.S. Air Force May 1978 - September 1981
Skills
Mutual Funds, Microsoft Excel, Risk Management, Banking, Microsoft Office, Investments, Mutual Fund Accounting, Mutual Fund Regulatory..., Microsoft Visual Basic..., SunGard InvestOne..., Bloomberg Financial..., Hedge Funds, Fixed Income, Budgets, Business Process..., Employee Training
Education
The University of Akron 1990 — 1993
Bachelor's Degree, Accounting
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY