Citisoft Company
Industry: Company
DescriptionFounded: 1985 Subsidiary: Citisoft Inc.FeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportCitisoft IncWebsiteDirections Saved (0) Saved Save Business management consultant in Boston, Massachusetts Address: 343 Congress St, Boston, MA 02210 Phone: (617) 428-9580: : : Hours: Place name: Category: : : : Website: Website: https://www.citisoft.com/ Category: Business management consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Citisoft Inc Posting publicly on the Web Write a review Reviews Be the first to review
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Citisoft Employees
Employee
Years
Job
Industry
Jan Andrew Casazza, PMP ITIL MCTS Jan Andrew Casazza, PMP ITIL MCTS's Citisoft Experience January 2008 - March 2008
Job Information Security Project Manager at Children's Healthcare of Atlanta
Industry Management Consulting
Experience
Children's Healthcare of Atlanta September 2013 - Present
PMParadigm, Inc. March 2008 - Present
The Coca-Cola Company January 2013 - August 2013
The Coca-Cola Company December 2011 - December 2012
EMC March 2011 - June 2011
IT Solutions March 2010 - December 2010
Electronic Arts July 2008 - December 2008
Citisoft January 2008 - March 2008
SunTrust Bank 1996 - 2007
Hudson Valley F.C.U. 1986 - 1996
Skills
ITIL, Disaster Recovery, Portfolio Management, MS Project, Primavera, Microsoft Office, Team Building, Mergers, Data Center, PMO, Project Portfolio..., Governance, PMI, Mentoring, Financial Institutions, Visio, Program Management, IT Service Management, IT Governance, Word, Business Continuity, Excel, PMP, PowerPoint, Strategic Planning, Coaching, Photoshop, Problem Solving, Outlook, Change Management, PMBOK, Windows, Management, Mergers, Microsoft Project, Microsoft Excel, Primavera P6, Project Management, Project Planning, SDLC, Vendor Management
Education
The George Washington University - School of Business
Advanced Masters Certificate, Project Management
University of Connecticut
BS, Accounting
Children's Healthcare of Atlanta September 2013 - Present
PMParadigm, Inc. March 2008 - Present
The Coca-Cola Company January 2013 - August 2013
The Coca-Cola Company December 2011 - December 2012
EMC March 2011 - June 2011
IT Solutions March 2010 - December 2010
Electronic Arts July 2008 - December 2008
Citisoft January 2008 - March 2008
SunTrust Bank 1996 - 2007
Hudson Valley F.C.U. 1986 - 1996
Skills
ITIL, Disaster Recovery, Portfolio Management, MS Project, Primavera, Microsoft Office, Team Building, Mergers, Data Center, PMO, Project Portfolio..., Governance, PMI, Mentoring, Financial Institutions, Visio, Program Management, IT Service Management, IT Governance, Word, Business Continuity, Excel, PMP, PowerPoint, Strategic Planning, Coaching, Photoshop, Problem Solving, Outlook, Change Management, PMBOK, Windows, Management, Mergers, Microsoft Project, Microsoft Excel, Primavera P6, Project Management, Project Planning, SDLC, Vendor Management
Education
The George Washington University - School of Business
Advanced Masters Certificate, Project Management
University of Connecticut
BS, Accounting
Kirsten Hansen Kirsten Hansen's Citisoft Experience December 2012 - August 2013
Job J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2013 - Present
Citisoft December 2012 - August 2013
Eagle Investment Systems November 2010 - November 2012
International Fund Services (NA) LLC, A State Street Company April 2009 - January 2010
State Street Alternative Investment Solutions March 2006 - April 2009
Investors Bank & Trust (acquired by State Street) January 2004 - March 2006
Nail Communications 2003 - 2004
Skills
Equities, Bloomberg, Hedge Funds, Mutual Funds, Securities, Fund Accounting, Corporate Actions, Investments, Business Analysis, Valuation, Financial Services, Account Reconciliation, Business Requirements, Reference Data, Trading
Education
Providence College 2000 — 2003
BA, Humanities
University of Delaware 1999 — 2000
University of the Antilles
French
J.P. Morgan September 2013 - Present
Citisoft December 2012 - August 2013
Eagle Investment Systems November 2010 - November 2012
International Fund Services (NA) LLC, A State Street Company April 2009 - January 2010
State Street Alternative Investment Solutions March 2006 - April 2009
Investors Bank & Trust (acquired by State Street) January 2004 - March 2006
Nail Communications 2003 - 2004
Skills
Equities, Bloomberg, Hedge Funds, Mutual Funds, Securities, Fund Accounting, Corporate Actions, Investments, Business Analysis, Valuation, Financial Services, Account Reconciliation, Business Requirements, Reference Data, Trading
Education
Providence College 2000 — 2003
BA, Humanities
University of Delaware 1999 — 2000
University of the Antilles
French
Thomas G. McGann Thomas G. McGann's Citisoft Experience 2007 - 2007
Job Clinician (CASAC T ) at North Crown Heights Family Outreach
Industry Mental Health Care
Experience
North Crown Heights Family Outreach Center February 2014 - Present
Recovery Coach NYC June 2013 - Present
SwimFree February 2010 - Present
Iceberg Athletic July 2007 - Present
FutureDemographics January 2007 - Present
Project Renewal August 2013 - January 2014
Bear Stearns Asset Management February 2008 - March 2010
coney island polar bear club 1990 - 2010
State University of New York January 2003 - December 2008
Citisoft 2007 - 2007
Skills
Asset Managment, Portfolio Management, Mutual Funds, Series 7, Investment Management, Trading, Financial Services, Financial Markets, Program Management, Leadership, Business Strategy, Management, Asset Management, Fixed Income, Equities, Securities, Investments, Analysis, Capital Markets, Management Consulting, Risk Management, Asset Allocation, Wealth Management, Alternative Investments
Education
University of Phoenix 2004 — 2012
DM, Leadership
State University of New York 2003 — 2008
Instructor
The New School 2002 — 2003
MA, Economics
The New School 1998 — 2001
BA, Economics
North Crown Heights Family Outreach Center February 2014 - Present
Recovery Coach NYC June 2013 - Present
SwimFree February 2010 - Present
Iceberg Athletic July 2007 - Present
FutureDemographics January 2007 - Present
Project Renewal August 2013 - January 2014
Bear Stearns Asset Management February 2008 - March 2010
coney island polar bear club 1990 - 2010
State University of New York January 2003 - December 2008
Citisoft 2007 - 2007
Skills
Asset Managment, Portfolio Management, Mutual Funds, Series 7, Investment Management, Trading, Financial Services, Financial Markets, Program Management, Leadership, Business Strategy, Management, Asset Management, Fixed Income, Equities, Securities, Investments, Analysis, Capital Markets, Management Consulting, Risk Management, Asset Allocation, Wealth Management, Alternative Investments
Education
University of Phoenix 2004 — 2012
DM, Leadership
State University of New York 2003 — 2008
Instructor
The New School 2002 — 2003
MA, Economics
The New School 1998 — 2001
BA, Economics
Ron McGann Ron McGann's Citisoft Experience February 2008 - July 2015
Job SVP, Business Strategy & Initiatives Executive at U.S. Trust
Industry Investment Management
Experience
U.S. Trust, Bank of America GWIM August 2015 - Present
Citisoft February 2008 - July 2015
PwC February 2005 - February 2008
John Hancock Investments January 2000 - January 2004
Skills
Asset Management, Strategy, Portfolio Management, Program Management, Project Management, Business Integration, Leadership, Management, Business Transformation, Technology Solutions..., Project Delivery, Relationship Management, Strategy Execution, Operating Models, Risk Management, Project Implementation, Business Process..., PMO, Change Management, Business Strategy, Strategic Consulting, Strategic Initiatives, Business Process..., Thought Leadership, Outsourcing, Agile Project Management, Management Consulting, Strategic Planning, Front Office, Middle Office, Financial Services, Investment Management, Business Analysis, Hedge Funds, Resource Management, Business Process, PMP, Enterprise Risk..., Trading, Mutual Funds, Requirements Gathering, Process Improvement, Back Office, Banking, Fixed Income, Alternative Investments, Collateral Management, Derivatives, Enterprise Data..., Trade Management
Education
College of the Holy Cross 1995 — 1999
BA, Economics
B.C. High School 1991 — 1995
High School Diploma, High Honors
U.S. Trust, Bank of America GWIM August 2015 - Present
Citisoft February 2008 - July 2015
PwC February 2005 - February 2008
John Hancock Investments January 2000 - January 2004
Skills
Asset Management, Strategy, Portfolio Management, Program Management, Project Management, Business Integration, Leadership, Management, Business Transformation, Technology Solutions..., Project Delivery, Relationship Management, Strategy Execution, Operating Models, Risk Management, Project Implementation, Business Process..., PMO, Change Management, Business Strategy, Strategic Consulting, Strategic Initiatives, Business Process..., Thought Leadership, Outsourcing, Agile Project Management, Management Consulting, Strategic Planning, Front Office, Middle Office, Financial Services, Investment Management, Business Analysis, Hedge Funds, Resource Management, Business Process, PMP, Enterprise Risk..., Trading, Mutual Funds, Requirements Gathering, Process Improvement, Back Office, Banking, Fixed Income, Alternative Investments, Collateral Management, Derivatives, Enterprise Data..., Trade Management
Education
College of the Holy Cross 1995 — 1999
BA, Economics
B.C. High School 1991 — 1995
High School Diploma, High Honors
Derek Pratt Derek Pratt's Citisoft Experience July 2011 - Present
Job
Industry Financial Services
Experience
Citisoft July 2011 - Present
XL Capital January 2005 - June 2011
Putnam Investments 2001 - 2004
Thomson Financial 1997 - 2001
Brown Brothers Harriman 1994 - 1997
Skills
Investments, Management, Fixed Income, Leadership, Data Management, Investment Management, Finance, Asset Management, Financial Services, Equities, Hedge Funds, Portfolio Management, Strategy, Risk Management, Trading Systems, Financial Markets, Program Management, Business Analysis, Data Governance, Securities, Trading, Banking, Project Management, Derivatives, Mutual Funds, Change Management, Capital Markets, Alternative Investments, Market Data, Fund Accounting, SDLC, Bloomberg, Insurance, Reporting & Analysis, Executive Reporting, Financial Reporting, Performance Reporting, Reporting Systems, ETF
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA
Saint Michael's College
Citisoft July 2011 - Present
XL Capital January 2005 - June 2011
Putnam Investments 2001 - 2004
Thomson Financial 1997 - 2001
Brown Brothers Harriman 1994 - 1997
Skills
Investments, Management, Fixed Income, Leadership, Data Management, Investment Management, Finance, Asset Management, Financial Services, Equities, Hedge Funds, Portfolio Management, Strategy, Risk Management, Trading Systems, Financial Markets, Program Management, Business Analysis, Data Governance, Securities, Trading, Banking, Project Management, Derivatives, Mutual Funds, Change Management, Capital Markets, Alternative Investments, Market Data, Fund Accounting, SDLC, Bloomberg, Insurance, Reporting & Analysis, Executive Reporting, Financial Reporting, Performance Reporting, Reporting Systems, ETF
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA
Saint Michael's College
Peter O'Toole, CPA's Citisoft Experience April 2011 - Present
Job Principal at Citisoft
Industry Information Technology and Services
Experience
Citisoft April 2011 - Present
Ernst & Young September 1990 - October 2010
Skills
Financial Reporting, Accounting, Asset Management, Audit, Executive Management, Mutual Funds, Compliance, SEC reporting, Fund Accounting, Management Consulting, Process Improvement, Auditing, Hedge Funds, Strategy, Management, Financial Services, SEC filings, Risk Management, CRM, Asset Managment
Education
Babson College 1986 — 1990
Bachelor of Science, Accounting
University School
Citisoft April 2011 - Present
Ernst & Young September 1990 - October 2010
Skills
Financial Reporting, Accounting, Asset Management, Audit, Executive Management, Mutual Funds, Compliance, SEC reporting, Fund Accounting, Management Consulting, Process Improvement, Auditing, Hedge Funds, Strategy, Management, Financial Services, SEC filings, Risk Management, CRM, Asset Managment
Education
Babson College 1986 — 1990
Bachelor of Science, Accounting
University School
Rod Silverthorne Rod Silverthorne's Citisoft Experience May 2013 - Present
Job Consultant at Citisoft
Industry Information Technology and Services
Experience
Citisoft May 2013 - Present
Arev Consulting 2009 - Present
Thomson Reuters October 2009 - November 2012
Accenture 2005 - September 2009
Wachovia 2007 - 2008
Deutsche Bank Securities 2004 - 2005
Telerate 2001 - 2004
Manulife Financial November 2000 - November 2001
Reuters 1997 - 2000
Nesbitt Burns 1993 - 1997
Skills
FX Options, Money Market, Market Data, Settlement, Requirements Gathering, Investment Banking, Fixed Income, Financial Markets, Derivatives, Equities, Business Process Design, SDLC, Process Improvement, Asset Management, Business Requirements, Data Quality, Business Analysis, Asset Managment, Requirements Analysis, Reference Data, Data Analysis, Capital Markets
Education
Sheridan College 2011 — 2011
Spanish Language and Literature
Wilfrid Laurier University 1989 — 1992
BA, Economics
Delhi 1983 — 1991
Citisoft May 2013 - Present
Arev Consulting 2009 - Present
Thomson Reuters October 2009 - November 2012
Accenture 2005 - September 2009
Wachovia 2007 - 2008
Deutsche Bank Securities 2004 - 2005
Telerate 2001 - 2004
Manulife Financial November 2000 - November 2001
Reuters 1997 - 2000
Nesbitt Burns 1993 - 1997
Skills
FX Options, Money Market, Market Data, Settlement, Requirements Gathering, Investment Banking, Fixed Income, Financial Markets, Derivatives, Equities, Business Process Design, SDLC, Process Improvement, Asset Management, Business Requirements, Data Quality, Business Analysis, Asset Managment, Requirements Analysis, Reference Data, Data Analysis, Capital Markets
Education
Sheridan College 2011 — 2011
Spanish Language and Literature
Wilfrid Laurier University 1989 — 1992
BA, Economics
Delhi 1983 — 1991
Jake Gress's Citisoft Experience May 2015 - Present
Job Consultant at Citisoft
Industry Investment Management
Experience
Citisoft May 2015 - Present
BNY Mellon March 2013 - May 2015
BNY Mellon June 2011 - March 2013
pair Networks, Inc. October 2010 - June 2011
Carbon Steel Inspection Inc. May 2008 - August 2009
Skills
MySQL, XML, Apache, Program Management, Java, Agile Methodologies, Databases, Enterprise Software, Management, Networking, Outsourcing, PHP, Requirements Analysis, SDLC, SOA, SQL, Software Development, Software Project..., Strategy, Troubleshooting
Education
University of Pittsburgh 2006 — 2010
Bachelors Degree, Computer Science
Citisoft May 2015 - Present
BNY Mellon March 2013 - May 2015
BNY Mellon June 2011 - March 2013
pair Networks, Inc. October 2010 - June 2011
Carbon Steel Inspection Inc. May 2008 - August 2009
Skills
MySQL, XML, Apache, Program Management, Java, Agile Methodologies, Databases, Enterprise Software, Management, Networking, Outsourcing, PHP, Requirements Analysis, SDLC, SOA, SQL, Software Development, Software Project..., Strategy, Troubleshooting
Education
University of Pittsburgh 2006 — 2010
Bachelors Degree, Computer Science
Eric Dyer, PMP's Citisoft Experience June 2013 - Present
Job Consultant at Citisoft
Industry Management Consulting
Experience
Citisoft June 2013 - Present
Beacon Consulting Group August 2010 - May 2013
Deloitte & Touche September 2006 - August 2010
H2O Lawn Sprinklers May 2005 - October 2007
Sports Advisors Group December 2004 - April 2006
Market Source September 2004 - April 2006
Skills
Mutual Funds, Hedge Funds, Asset Managment, Alternative Investments, Management Consulting, Fund Accounting, Fixed Income, Risk Management, Securities, Financial Analysis, Equities, Financial Modeling, Financial Services, Business Analysis, Enterprise Risk..., Project Management, Strategy, Business Strategy, Business Process..., Pension Funds, Pension Administration, Lead Generation, Analysis, Investments, Asset Management, Business Process, Auditing, Derivatives, Referrals, Accounting, Due Diligence, Closing Business, Networking, Portfolio Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2010
MBA, Finance
Bentley University 2003 — 2006
Bachelor's degree, Accounting and Computer Science
Citisoft June 2013 - Present
Beacon Consulting Group August 2010 - May 2013
Deloitte & Touche September 2006 - August 2010
H2O Lawn Sprinklers May 2005 - October 2007
Sports Advisors Group December 2004 - April 2006
Market Source September 2004 - April 2006
Skills
Mutual Funds, Hedge Funds, Asset Managment, Alternative Investments, Management Consulting, Fund Accounting, Fixed Income, Risk Management, Securities, Financial Analysis, Equities, Financial Modeling, Financial Services, Business Analysis, Enterprise Risk..., Project Management, Strategy, Business Strategy, Business Process..., Pension Funds, Pension Administration, Lead Generation, Analysis, Investments, Asset Management, Business Process, Auditing, Derivatives, Referrals, Accounting, Due Diligence, Closing Business, Networking, Portfolio Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2010
MBA, Finance
Bentley University 2003 — 2006
Bachelor's degree, Accounting and Computer Science
David Messier David Messier's Citisoft Experience October 2005 - April 2007
Job Managing Director at KPMG
Industry Investment Management
Experience
KPMG September 2011 - Present
GMO April 2007 - September 2011
Citisoft October 2005 - April 2007
GMO February 2003 - October 2005
Brandes Investment Partners January 2001 - February 2003
Prosum October 1998 - January 2001
Skills
Asset Management, Fixed Income, Management Consulting, Software Development, Investments, Equities, Asset Managment, Hedge Funds, Financial Services, Trading Systems, Derivatives, Information Technology..., Business Analysis, Project Management, Strategy, Portfolio Management, Vendor Management, Management, Capital Markets
Education
Boston University - School of Management 2003 — 2005
MBA
Allegheny College 1985 — 1989
BA
KPMG September 2011 - Present
GMO April 2007 - September 2011
Citisoft October 2005 - April 2007
GMO February 2003 - October 2005
Brandes Investment Partners January 2001 - February 2003
Prosum October 1998 - January 2001
Skills
Asset Management, Fixed Income, Management Consulting, Software Development, Investments, Equities, Asset Managment, Hedge Funds, Financial Services, Trading Systems, Derivatives, Information Technology..., Business Analysis, Project Management, Strategy, Portfolio Management, Vendor Management, Management, Capital Markets
Education
Boston University - School of Management 2003 — 2005
MBA
Allegheny College 1985 — 1989
BA
Chris Connors Chris Connors's Citisoft Experience March 2008 - February 2011
Job Director Financial Services Advisory at PwC
Industry Investment Management
Experience
PwC March 2011 - Present
Citisoft March 2008 - February 2011
State Street Global Advisors February 2004 - March 2008
IBM Global Services October 2002 - February 2004
PricewaterhouseCoopers (PwC Consulting) September 1994 - October 2002
Investors Bank & Trust May 1989 - September 1994
Skills
Management Consulting, Financial Services, Business Analysis, Business Process..., Management, Asset Management, Risk Management, Due Diligence, Project Management, Strategy
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1985 — 1989
B.S., Business Administration
PwC March 2011 - Present
Citisoft March 2008 - February 2011
State Street Global Advisors February 2004 - March 2008
IBM Global Services October 2002 - February 2004
PricewaterhouseCoopers (PwC Consulting) September 1994 - October 2002
Investors Bank & Trust May 1989 - September 1994
Skills
Management Consulting, Financial Services, Business Analysis, Business Process..., Management, Asset Management, Risk Management, Due Diligence, Project Management, Strategy
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1985 — 1989
B.S., Business Administration
Chuck Molinary's Citisoft Experience June 2008 - April 2010
Job Partner at ClearEdge Asset Management Consulting
Industry Financial Services
Experience
ClearEdge Asset Management Consulting LLC April 2010 - Present
Citisoft June 2008 - April 2010
BearingPoint September 2007 - May 2008
Charles River Development February 2002 - September 2007
Merrill Lynch 1999 - 2000
Fidelity Investments 1994 - 1999
Goldman Sachs 1992 - 1994
Accenture 1986 - 1992
Skills
Charles River IMS, Trading Systems, Fixed Income, Business Process, Equities, FX trading, Hedge Funds, Bloomberg, Financial Services, Derivatives, Wealth Management, Capital Markets, Market Risk, Credit Derivatives, Asset Managment, Market Data, Order Management, Asset Management, Investment Management, Electronic Trading, Equity Derivatives, Swaps, Portfolio Management, Trading, Financial Markets, Back Office, Investments, Options, Middle Office, Securities, FX Options
Education
Boston College 1983 — 1986
BS, Finance, Comp Sci.
Morristown HS, New Jersey 1978 — 1982
ClearEdge Asset Management Consulting LLC April 2010 - Present
Citisoft June 2008 - April 2010
BearingPoint September 2007 - May 2008
Charles River Development February 2002 - September 2007
Merrill Lynch 1999 - 2000
Fidelity Investments 1994 - 1999
Goldman Sachs 1992 - 1994
Accenture 1986 - 1992
Skills
Charles River IMS, Trading Systems, Fixed Income, Business Process, Equities, FX trading, Hedge Funds, Bloomberg, Financial Services, Derivatives, Wealth Management, Capital Markets, Market Risk, Credit Derivatives, Asset Managment, Market Data, Order Management, Asset Management, Investment Management, Electronic Trading, Equity Derivatives, Swaps, Portfolio Management, Trading, Financial Markets, Back Office, Investments, Options, Middle Office, Securities, FX Options
Education
Boston College 1983 — 1986
BS, Finance, Comp Sci.
Morristown HS, New Jersey 1978 — 1982
ELIZABETH SCHNEIDER's Citisoft Experience 2009 - 2010
Job Domain Partner at Wipro Technologies
Industry Investment Management
Experience
Wipro Technologies February 2013 - Present
Ernst & Young March 2011 - December 2012
Citisoft 2009 - 2010
IBM Global Business Services 2002 - 2009
PricewaterhouseCoopers (PwC) 1999 - 2002
John Hancock Investment Advisors 1995 - 1998
Mellon Trust 1992 - 1995
Fidelity Investments 1986 - 1992
Skills
Mutual Funds, Investment Operations, Asset Managment, Compliance, Business Transformation, Risk and Controls..., Project Management, Performance Improvement, Master Data Management, Business Strategy, Business Analysis, Microsoft Office, Investments, Asset Management, Risk Management, Process Improvement, SDLC, Financial Services, Management Consulting, IT Strategy, Leadership, Governance, Business Process..., Business Process..., PMO
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, International Finance/MIS
McGill University - Macdonald Campus
B. Sc., Agriculture Animal Science
Wipro Technologies February 2013 - Present
Ernst & Young March 2011 - December 2012
Citisoft 2009 - 2010
IBM Global Business Services 2002 - 2009
PricewaterhouseCoopers (PwC) 1999 - 2002
John Hancock Investment Advisors 1995 - 1998
Mellon Trust 1992 - 1995
Fidelity Investments 1986 - 1992
Skills
Mutual Funds, Investment Operations, Asset Managment, Compliance, Business Transformation, Risk and Controls..., Project Management, Performance Improvement, Master Data Management, Business Strategy, Business Analysis, Microsoft Office, Investments, Asset Management, Risk Management, Process Improvement, SDLC, Financial Services, Management Consulting, IT Strategy, Leadership, Governance, Business Process..., Business Process..., PMO
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, International Finance/MIS
McGill University - Macdonald Campus
B. Sc., Agriculture Animal Science
David Quirk David Quirk's Citisoft Experience 2006 - Present
Job Investment Operations Executive and Advisory Consultant
Industry Investment Management
Experience
Citisoft 2006 - Present
BearingPoint 2006 - 2006
Fidelity Investments 2000 - 2006
State Street 1997 - 2000
Ames Color-File 1994 - 1997
Skills
Financial Services, Business Analysis, Outsourcing, Management Consulting, Change Management, Program Management, Back Office, Investments, Equities, Portfolio Management, Strategy, Management, Mutual Funds, Process Engineering, Business Process..., Executive Management, PMO, Asset Managment, Securities, Project Management, Hedge Funds, Fixed Income, Investment Management, CRM, Financial Operations, Operations Management, Middle Office, Operational Efficiency, Business Transformation, Client Service, Asset Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2001
MBA
College of the Holy Cross 1990 — 1994
BA
BC High 1986 — 1990
Citisoft 2006 - Present
BearingPoint 2006 - 2006
Fidelity Investments 2000 - 2006
State Street 1997 - 2000
Ames Color-File 1994 - 1997
Skills
Financial Services, Business Analysis, Outsourcing, Management Consulting, Change Management, Program Management, Back Office, Investments, Equities, Portfolio Management, Strategy, Management, Mutual Funds, Process Engineering, Business Process..., Executive Management, PMO, Asset Managment, Securities, Project Management, Hedge Funds, Fixed Income, Investment Management, CRM, Financial Operations, Operations Management, Middle Office, Operational Efficiency, Business Transformation, Client Service, Asset Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2001
MBA
College of the Holy Cross 1990 — 1994
BA
BC High 1986 — 1990
James Donaher's Citisoft Experience December 2013 - Present
Job Consultant at Citisoft
Industry Financial Services
Experience
Citisoft December 2013 - Present
MoneyMate March 2012 - July 2013
Multifonds September 2007 - March 2012
Columbia Management - Bank of America November 2004 - March 2007
BancBoston Capital - Bank of America February 2002 - November 2004
Skills
Asset Management, Software Documentation, Financial Risk, Budgets, Portfolio Management, Management, Securities, Accounting, Investments, Analysis, Account Reconciliation, Leadership, Financial Modeling, Fund Accounting
Education
University of Massachusetts at Amherst - Isenberg School of Management
Bachelor of Business Administration (B.B.A.), Finance
University of Massachusetts, Amherst
Bachelors, Finance
Citisoft December 2013 - Present
MoneyMate March 2012 - July 2013
Multifonds September 2007 - March 2012
Columbia Management - Bank of America November 2004 - March 2007
BancBoston Capital - Bank of America February 2002 - November 2004
Skills
Asset Management, Software Documentation, Financial Risk, Budgets, Portfolio Management, Management, Securities, Accounting, Investments, Analysis, Account Reconciliation, Leadership, Financial Modeling, Fund Accounting
Education
University of Massachusetts at Amherst - Isenberg School of Management
Bachelor of Business Administration (B.B.A.), Finance
University of Massachusetts, Amherst
Bachelors, Finance
David Plante MSF's Citisoft Experience May 2011 - September 2011
Job Director of Performance Reporting & Data Reconciliation at Commonwealth
Industry Financial Services
Experience
Commonwealth Financial Network October 2011 - Present
Citisoft May 2011 - September 2011
Thomson Reuters September 2008 - May 2011
Orbis Solutions November 2007 - September 2008
iX Partners February 2006 - November 2007
Grantham, Mayo, Van Otterloo & Co LLC 2005 - 2006
Eagle Investment Systems 2003 - 2005
Venture Financial Services Group 2001 - 2003
CitiStreet 2000 - 2001
Liberty Funds Group 2000 - 2000
Skills
Operations Management, Back Office, Performance Analysis, Performance Measurement, Performance Attribution, Risk Analysis, Operational Risk..., Software Project..., Project Implementation, Program Management, Outsourcing, IT Outsourcing, Outsourcing Management, Data Warehousing, Relational Databases, SQL Server, Oracle SQL, SQL, Business Analysis, Business Strategy, Business Requirements, Marketing Strategy, Strategic Planning, Budget Management, Budgeting, RFP preparation, RFP, Contract Negotiation, SLA, Vendor Management, Third Parties, Offshore Resource..., Quality Assurance, Test Planning, Sales Support, SAS70, SaaS, Client Service, Client Relationship..., Project Finance, Professional Services, Management Consulting, Talent Management, Career Development, Procedure Development, Procedure Analysis, Functional..., Asset Managment, Equities, SSAE16
Education
Suffolk University - Sawyer School of Management 1998 — 2000
Master of Science in Finance, MSF
University of Massachusetts Lowell 1982 — 1990
BSBA, Finance and Marketing
Bishop Guertin HS 1978 — 1982
Commonwealth Financial Network October 2011 - Present
Citisoft May 2011 - September 2011
Thomson Reuters September 2008 - May 2011
Orbis Solutions November 2007 - September 2008
iX Partners February 2006 - November 2007
Grantham, Mayo, Van Otterloo & Co LLC 2005 - 2006
Eagle Investment Systems 2003 - 2005
Venture Financial Services Group 2001 - 2003
CitiStreet 2000 - 2001
Liberty Funds Group 2000 - 2000
Skills
Operations Management, Back Office, Performance Analysis, Performance Measurement, Performance Attribution, Risk Analysis, Operational Risk..., Software Project..., Project Implementation, Program Management, Outsourcing, IT Outsourcing, Outsourcing Management, Data Warehousing, Relational Databases, SQL Server, Oracle SQL, SQL, Business Analysis, Business Strategy, Business Requirements, Marketing Strategy, Strategic Planning, Budget Management, Budgeting, RFP preparation, RFP, Contract Negotiation, SLA, Vendor Management, Third Parties, Offshore Resource..., Quality Assurance, Test Planning, Sales Support, SAS70, SaaS, Client Service, Client Relationship..., Project Finance, Professional Services, Management Consulting, Talent Management, Career Development, Procedure Development, Procedure Analysis, Functional..., Asset Managment, Equities, SSAE16
Education
Suffolk University - Sawyer School of Management 1998 — 2000
Master of Science in Finance, MSF
University of Massachusetts Lowell 1982 — 1990
BSBA, Finance and Marketing
Bishop Guertin HS 1978 — 1982
James Alford James Alford's Citisoft Experience February 2014 - Present
Job Client and Professional Services Senior Leader
Industry Financial Services
Experience
Citisoft February 2014 - Present
Northern Trust Corporation August 2015 - Present
Invesco US August 2014 - June 2015
Invesco US February 2014 - August 2014
State Street 2012 - 2013
Omgeo 2007 - 2012
Omgeo 2006 - 2007
Omgeo 2003 - 2006
Thomson Financial ESG 2000 - 2003
Thomson Financial ESG 1996 - 2000
Skills
Reference Data, Financial Services, Product Management, Business Analysis, Fixed Income, Trading Systems, Back Office, Technical Support, Equities, Team Management, Salesforce.com, Risk Management, Professional Services, Management, Strategy, CRM, Derivatives, Team Building, Integration, Market Data, Account Management, SDLC, Agile Methodologies, Vendor Management, Settlement, Team Leadership, Business Process, Executive Management, Technology Integration, Leadership, SaaS
Education
Syracuse University
BA, Major in Economics, Minor in English
Citisoft February 2014 - Present
Northern Trust Corporation August 2015 - Present
Invesco US August 2014 - June 2015
Invesco US February 2014 - August 2014
State Street 2012 - 2013
Omgeo 2007 - 2012
Omgeo 2006 - 2007
Omgeo 2003 - 2006
Thomson Financial ESG 2000 - 2003
Thomson Financial ESG 1996 - 2000
Skills
Reference Data, Financial Services, Product Management, Business Analysis, Fixed Income, Trading Systems, Back Office, Technical Support, Equities, Team Management, Salesforce.com, Risk Management, Professional Services, Management, Strategy, CRM, Derivatives, Team Building, Integration, Market Data, Account Management, SDLC, Agile Methodologies, Vendor Management, Settlement, Team Leadership, Business Process, Executive Management, Technology Integration, Leadership, SaaS
Education
Syracuse University
BA, Major in Economics, Minor in English
Bob Leahy Bob Leahy's Citisoft Experience 2008 - Present
Job
Industry Financial Services
Experience
Citisoft 2008 - Present
Charles River Development November 2005 - March 2008
Charles River Development February 2003 - November 2005
Modis, Inc. January 2001 - February 2003
Sungard Decalog January 1999 - December 2001
Fidelity Investments February 1995 - November 1999
Belvedere Financial Systems 1992 - 1995
Money Management Systems 1979 - 1988
Skills
Business Development, SDLC, Professional Services, Business Analysis, Order Management, CRM, Strategic Planning, Integration, Management, Team Building, Financial Services, Business Process..., Management Consulting, Consulting, IT Strategy, Asset Management, Equities, Fixed Income
Education
Suffolk University 1976 — 1980
Bachelor of Science
Citisoft 2008 - Present
Charles River Development November 2005 - March 2008
Charles River Development February 2003 - November 2005
Modis, Inc. January 2001 - February 2003
Sungard Decalog January 1999 - December 2001
Fidelity Investments February 1995 - November 1999
Belvedere Financial Systems 1992 - 1995
Money Management Systems 1979 - 1988
Skills
Business Development, SDLC, Professional Services, Business Analysis, Order Management, CRM, Strategic Planning, Integration, Management, Team Building, Financial Services, Business Process..., Management Consulting, Consulting, IT Strategy, Asset Management, Equities, Fixed Income
Education
Suffolk University 1976 — 1980
Bachelor of Science
Kimberly (Selzer) Szanto's Citisoft Experience April 2014 - Present
Job Managing Consultant at Citisoft
Industry Financial Services
Experience
Citisoft April 2014 - Present
Citisoft February 2007 - March 2014
Fidelity Investments 2005 - 2007
fidelity investments 2000 - 2005
Fidelity Investments 1998 - 2000
Fidelity Investments 1997 - 1998
Fidelity Investments 1995 - 1997
Mellon Trust 1993 - 1995
Skills
Trading, International Trade, Asset Management, Fixed Income, Trading Systems, Investment Management, Mutual Funds, Equities, Financial Services, Back Office, Investments, Middle Office, Securities, Business Analysis, Derivatives
Education
University of Massachusetts, Amherst 1989 — 1993
Bachelors Degree in Individual Concentration
Citisoft April 2014 - Present
Citisoft February 2007 - March 2014
Fidelity Investments 2005 - 2007
fidelity investments 2000 - 2005
Fidelity Investments 1998 - 2000
Fidelity Investments 1997 - 1998
Fidelity Investments 1995 - 1997
Mellon Trust 1993 - 1995
Skills
Trading, International Trade, Asset Management, Fixed Income, Trading Systems, Investment Management, Mutual Funds, Equities, Financial Services, Back Office, Investments, Middle Office, Securities, Business Analysis, Derivatives
Education
University of Massachusetts, Amherst 1989 — 1993
Bachelors Degree in Individual Concentration
Salina Fruth's Citisoft Experience September 2013 - Present
Job Managing Consultant at Citisoft
Industry Financial Services
Experience
Citisoft September 2013 - Present
Upper Arlington Music Academy February 2001 - Present
Citi March 2010 - August 2013
Citi January 2007 - March 2010
BISYS Fund Services May 2003 - June 2007
BISYS Fund Services June 2000 - May 2003
Skills
Transfer Agency..., Financial Services..., Financial Services, Back Office, Middle Office, Project Management, Board of Directors..., Consulting, Vendor Management, CRM, Investments, Management, Teaching, Customer Service, Fixed Income, Strategic Planning, Process Improvement, Hedge Funds, Relationship Management, Mutual Funds, Series 7, Talent Management, Business Development, Alternative Investments, Operations Management, Series 63, Risk Management, Asset Management, Team Management, Business Analysis, Mergers & Acquisitions, New Business Development, Call Centers, Financial Analysis, Contract Negotiation, Securities, Wealth Management, Equities, Banking, Music, Portfolio Management
Education
Heidelberg University 1995 — 1999
Citisoft September 2013 - Present
Upper Arlington Music Academy February 2001 - Present
Citi March 2010 - August 2013
Citi January 2007 - March 2010
BISYS Fund Services May 2003 - June 2007
BISYS Fund Services June 2000 - May 2003
Skills
Transfer Agency..., Financial Services..., Financial Services, Back Office, Middle Office, Project Management, Board of Directors..., Consulting, Vendor Management, CRM, Investments, Management, Teaching, Customer Service, Fixed Income, Strategic Planning, Process Improvement, Hedge Funds, Relationship Management, Mutual Funds, Series 7, Talent Management, Business Development, Alternative Investments, Operations Management, Series 63, Risk Management, Asset Management, Team Management, Business Analysis, Mergers & Acquisitions, New Business Development, Call Centers, Financial Analysis, Contract Negotiation, Securities, Wealth Management, Equities, Banking, Music, Portfolio Management
Education
Heidelberg University 1995 — 1999
Stephen Heffernan's Citisoft Experience 2010 - Present
Job at Citisoft
Industry Financial Services
Jen Langone's Citisoft Experience March 2006 - April 2014
Job PORTIA Sales Consultant at SS&C Technologies
Industry Financial Services
Experience
SS&C Technologies November 2014 - Present
SS&C Technologies - PORTIA May 2014 - November 2014
Citisoft March 2006 - April 2014
Thomson Financial 2003 - 2006
Thomson Financial 2000 - 2003
State Street Bank 1999 - 2000
State Street Bank September 1998 - 1999
Skills
Portia, Securities Lending, Equities, Business Analysis, Asset Management, Mutual Funds, Fixed Income, Portfolio Management, Derivatives, Financial Services, Trading Systems, Back Office, Hedge Funds, Securities, Investments, Risk Management, SDLC, Bloomberg, Consulting
Education
Brandeis University 1994 — 1998
American Studies and Sociology
Wachusett Regional High School 1990 — 1994
SS&C Technologies November 2014 - Present
SS&C Technologies - PORTIA May 2014 - November 2014
Citisoft March 2006 - April 2014
Thomson Financial 2003 - 2006
Thomson Financial 2000 - 2003
State Street Bank 1999 - 2000
State Street Bank September 1998 - 1999
Skills
Portia, Securities Lending, Equities, Business Analysis, Asset Management, Mutual Funds, Fixed Income, Portfolio Management, Derivatives, Financial Services, Trading Systems, Back Office, Hedge Funds, Securities, Investments, Risk Management, SDLC, Bloomberg, Consulting
Education
Brandeis University 1994 — 1998
American Studies and Sociology
Wachusett Regional High School 1990 — 1994
Jerry Colihan's Citisoft Experience August 2007 - Present
Job Consultant at Citisoft
Industry Financial Services
Experience
Citisoft August 2007 - Present
Evergreen Investments February 2006 - July 2007
Evergreen Investments June 2000 - February 2006
Delaware Investments 1997 - 2000
Skills
Fixed Income, Bloomberg, Equities, Business Analysis, Financial Services, Trading Systems, Asset Management, Hedge Funds, Risk Management
Education
Saint Joseph's University 2000 — 2003
MBA, Finance
Penn State University 1992 — 1996
BS, Accounting
Roman Catholic
Citisoft August 2007 - Present
Evergreen Investments February 2006 - July 2007
Evergreen Investments June 2000 - February 2006
Delaware Investments 1997 - 2000
Skills
Fixed Income, Bloomberg, Equities, Business Analysis, Financial Services, Trading Systems, Asset Management, Hedge Funds, Risk Management
Education
Saint Joseph's University 2000 — 2003
MBA, Finance
Penn State University 1992 — 1996
BS, Accounting
Roman Catholic
Matthew Castillo's Citisoft Experience August 2014 - Present
Job Consultant at Citisoft
Industry Financial Services
Experience
Citisoft August 2014 - Present
State Street May 2011 - July 2014
UBS Investment Bank July 2007 - May 2011
Skills
Bloomberg, Asset Management, Derivatives, Equities, Fixed Income
Education
Fairfield University 2003 — 2007
Bachelor of Science, Finance
Citisoft August 2014 - Present
State Street May 2011 - July 2014
UBS Investment Bank July 2007 - May 2011
Skills
Bloomberg, Asset Management, Derivatives, Equities, Fixed Income
Education
Fairfield University 2003 — 2007
Bachelor of Science, Finance
Michael Despo's Citisoft Experience April 2012 - Present
Job Managing Consultant at Citisoft
Industry Financial Services
Experience
Citisoft April 2012 - Present
Beacon Consulting Group April 2008 - March 2012
IBM Global Business Services 2006 - 2008
Brown Brothers Harriman 2004 - 2006
State Street 2002 - 2004
Skills
Asset Managment, Mutual Funds, Back Office, Financial Services, Equities, Business Analysis, Asset Management, Bloomberg, Corporate Actions, Derivatives, Fixed Income, Hedge Funds, Investments, Middle Office, Risk Management, SDLC, Securities
Education
University of Massachusetts, Amherst 1998 — 2002
Investments and Securities
Citisoft April 2012 - Present
Beacon Consulting Group April 2008 - March 2012
IBM Global Business Services 2006 - 2008
Brown Brothers Harriman 2004 - 2006
State Street 2002 - 2004
Skills
Asset Managment, Mutual Funds, Back Office, Financial Services, Equities, Business Analysis, Asset Management, Bloomberg, Corporate Actions, Derivatives, Fixed Income, Hedge Funds, Investments, Middle Office, Risk Management, SDLC, Securities
Education
University of Massachusetts, Amherst 1998 — 2002
Investments and Securities
Jonathan Gallagher's Citisoft Experience November 2014 - Present
Job Senior IT Administrator at Citisoft
Industry Financial Services
Experience
Citisoft November 2014 - Present
Green Beacon Solutions January 2014 - October 2014
Battelle June 2011 - January 2014
Northeastern University May 2013 - September 2013
Arbitech, LLC May 2010 - September 2010
Skills
Data Analysis, Microsoft CRM, SQL, Databases, JavaScript, SharePoint, Microsoft SQL Server, Teamwork, Management, Research, Analysis, CRM, Investments, Access, Project Management, Business Analysis, Software Documentation, Process Improvement, System Administration, Microsoft Office, MS Project, Leadership, Project Planning, Team Leadership, SSRS
Education
Northeastern University 2009 — 2013
Bachelor's Degree, Information Science & Business (concentration in Finance & Insurance)
Blair Academy 2004 — 2008
High school diploma
Citisoft November 2014 - Present
Green Beacon Solutions January 2014 - October 2014
Battelle June 2011 - January 2014
Northeastern University May 2013 - September 2013
Arbitech, LLC May 2010 - September 2010
Skills
Data Analysis, Microsoft CRM, SQL, Databases, JavaScript, SharePoint, Microsoft SQL Server, Teamwork, Management, Research, Analysis, CRM, Investments, Access, Project Management, Business Analysis, Software Documentation, Process Improvement, System Administration, Microsoft Office, MS Project, Leadership, Project Planning, Team Leadership, SSRS
Education
Northeastern University 2009 — 2013
Bachelor's Degree, Information Science & Business (concentration in Finance & Insurance)
Blair Academy 2004 — 2008
High school diploma
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY